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Procter & Gamble Co (PG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares68,135,975 from 66,458,472
Change+1,677,503 (+3%)
Value$9.9B (+$143.5M)
Filed 2026-11-06
Amundi
INCREASED
Shares17,090,892 from 10,679,775
Change+6,411,117 (+60%)
Value$2.5B (+$916.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares14,745,475 from 15,558,541
Change-813,066 (-5%)
Value$2.1B (-$139.3M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares14,060,103 from 13,581,771
Change+478,332 (+4%)
Value$2.0B (+$51.3M)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares12,084,656 from 11,238,939
Change+845,717 (+8%)
Value$1.8B (+$107.6M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares11,377,246 from 9,712,971
Change+1,664,275 (+17%)
Value$1.7B (+$228.6M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares8,322,831 from 10,097,178
Change-1,774,347 (-18%)
Value$1.2B (-$271.5M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares7,019,786 from 7,128,735
Change-108,949 (-2%)
Value$1.0B (-$25.5M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares5,386,805 from 5,551,507
Change-164,702 (-3%)
Value$782.6M (-$31.5M)
Filed 2026-10-29
Barclays PLC
INCREASED
Shares4,695,093 from 4,354,518
Change+340,575 (+8%)
Value$682.1M (+$43.6M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares4,627,768 from 4,448,721
Change+179,047 (+4%)
Value$687.7K (+$43.9K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares4,207,057 from 4,204,862
Change+2,195 (+0%)
Value$611.2M (-$5.4M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares3,901,666 from 3,009,845
Change+891,821 (+30%)
Value$566.8M (+$125.5M)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares3,654,331 from 4,588,494
Change-934,163 (-20%)
Value$530.9M (-$142.0M)
Filed 2026-11-02
Bank of Montreal
DECREASED
Shares3,633,306 from 4,130,633
Change-497,327 (-12%)
Value$527.8M (-$77.9M)
Filed 2026-11-09
Mirabaud Asset Management Ltd
INCREASED
Shares3,424,000 from 5,331
Change+3,418,669 (+64128%)
Value$507.8K (-$283.5K)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares3,286,741 from 3,115,420
Change+171,321 (+6%)
Value$477.5M (+$20.7M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares3,182,298 from 3,242,813
Change-60,515 (-2%)
Value$462.3M (-$13.2M)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares3,030,794 from 3,031,630
Change-836 (0%)
Value$441.7M (-$3.9M)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares2,519,062 from 2,696,753
Change-177,691 (-7%)
Value$366.0M (-$29.5M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares2,384,716 from 2,442,739
Change-58,023 (-2%)
Value$309.6M (-$48.6M)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares2,352,894 from 1,223,171
Change+1,129,723 (+92%)
Value$341.8K (-$179.0M)
Filed 2026-11-09
Bahl & Gaynor LLC
DECREASED
Shares2,226,556 from 3,245,212
Change-1,018,656 (-31%)
Value$323.5M (-$152.4M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares2,203,764 from 2,031,724
Change+172,040 (+8%)
Value$320.2M (+$22.2M)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares2,175,495 from 127,863
Change+2,047,632 (+1601%)
Value$316.1M (+$297.3M)
Filed 2026-11-09
Yacktman Asset Management LP
INCREASED
Shares1,977,465 from 1,963,488
Change+13,977 (+1%)
Value$287.3M (-$639.8K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares1,829,724 from 1,682,966
Change+146,758 (+9%)
Value$265.8M (+$19.0M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,706,977 from 1,472,729
Change+234,248 (+16%)
Value$248.0M (+$32.0M)
Filed 2026-11-03
Swedbank AB
DECREASED
Shares1,691,563 from 1,759,939
Change-68,376 (-4%)
Value$245.8M (-$12.3M)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares1,615,841 from 1,703,369
Change-87,528 (-5%)
Value$234.7K (-$249.5M)
Filed 2026-10-22
Pictet Asset Management Holding SA
INCREASED
Shares1,612,910 from 1,553,775
Change+59,135 (+4%)
Value$234.3M (+$6.5M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,611,264 from 1,411,990
Change+199,274 (+14%)
Value$223.4M (+$31.8M)
Filed 2026-10-13
Danske Bank A/S
DECREASED
Shares1,597,182 from 1,615,548
Change-18,366 (-1%)
Value$232.0M (-$4.9M)
Filed 2026-11-09
ProShare Advisors LLC
DECREASED
Shares1,568,922 from 1,599,546
Change-30,624 (-2%)
Value$227.9M (-$6.6M)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares1,453,244 from 1,821,155
Change-367,911 (-20%)
Value$211.4M (-$55.8M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares1,397,151 from 1,399,764
Change-2,613 (0%)
Value$203.0M (-$2.3M)
Filed 2026-10-21
Nykredit A/S
INCREASED
Shares1,369,641 from 1,317,044
Change+52,597 (+4%)
Value$199.0M (+$5.9M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,342,501 from 1,436,536
Change-94,035 (-7%)
Value$195.0M (-$15.6M)
Filed 2026-11-02
Guinness Asset Management LTD
DECREASED
Shares1,247,884 from 1,293,847
Change-45,963 (-4%)
Value$181.3M (-$7.7M)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares1,167,930 from 1,146,165
Change+21,765 (+2%)
Value$169.7M (+$1.6M)
Filed 2026-10-27
Eurizon Capital SGR S.p.A.
INCREASED
Shares1,159,404 from 1,150,081
Change+9,323 (+1%)
Value$169.1M (+$6.3K)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares1,141,531 from 1,098,518
Change+43,013 (+4%)
Value$165.8K (-$160.9M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares1,130,857 from 1,166,336
Change-35,479 (-3%)
Value$164.3M (-$6.7M)
Filed 2026-10-30
Keybank National Association
DECREASED
Shares1,130,101 from 1,395,353
Change-265,252 (-19%)
Value$164.2M (-$40.4M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,106,530 from 1,167,628
Change-61,098 (-5%)
Value$160.8M (-$10.5M)
Filed 2026-10-15
Cardano Risk Management B.V.
INCREASED
Shares1,063,503 from 779,511
Change+283,992 (+36%)
Value$154.5K (+$40.2K)
Filed 2026-10-20
King Luther Capital Management Corp
DECREASED
Shares1,045,715 from 1,076,998
Change-31,283 (-3%)
Value$151.9M (-$6.0M)
Filed 2026-11-05
Cincinnati Insurance Co
UNCHANGED
Shares1,027,504 from 1,027,504
Change0 (0%)
Value$149.3M (-$1.4M)
Filed 2026-11-03
Swiss Life Asset Management Ltd
INCREASED
Shares973,340 from 767,996
Change+205,344 (+27%)
Value$141.4M (+$28.8M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED
Shares945,355 from 886,788
Change+58,567 (+7%)
Value$137.3M (+$7.3M)
Filed 2026-10-20
Handelsbanken Fonder AB
INCREASED
Shares936,199 from 926,459
Change+9,740 (+1%)
Value$136.0K (+$155)
Filed 2026-11-09
Compagnie Lombard Odier SCmA
DECREASED
Shares913,790 from 942,168
Change-28,378 (-3%)
Value$132.8M (-$5.4M)
Filed 2026-11-04
Flossbach VON Storch SE
DECREASED
Shares885,758 from 2,023,783
Change-1,138,025 (-56%)
Value$128.7M (-$168.1M)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares824,922 from 889,377
Change-64,455 (-7%)
Value$119.8M (-$10.6M)
Filed 2026-10-05
Hamlin Capital Management, LLC
DECREASED
Shares795,587 from 1,059,367
Change-263,780 (-25%)
Value$115.6M (-$39.8M)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
DECREASED
Shares787,724 from 793,728
Change-6,004 (-1%)
Value$114.4M (-$2.0M)
Filed 2026-10-15
Baillie Gifford & Co
DECREASED
Shares782,911 from 819,509
Change-36,598 (-4%)
Value$113.7M (-$6.4M)
Filed 2026-11-09
CIBC Asset Management Inc
INCREASED
Shares775,103 from 773,239
Change+1,864 (+0%)
Value$112.6M (-$781.9K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares764,329 from 755,177
Change+9,152 (+1%)
Value$111.0K (-$110.6M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares757,748 from 758,740
Change-992 (0%)
Value$110.1M (-$1.2M)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares750,174 from 754,625
Change-4,451 (-1%)
Value$109.0M (-$1.7M)
Filed 2026-11-04
Nordea Investment Management AB
DECREASED
Shares747,304 from 1,753,787
Change-1,006,483 (-57%)
Value$110.2M (-$143.5M)
Filed 2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares729,895 from 709,922
Change+19,973 (+3%)
Value$106.0M (+$1.9M)
Filed 2026-11-09
Achmea Investment Management B.V.
NEW
Shares721,170
Change+721,170
Value$104.9M
Filed 2026-10-30
Strs Ohio
DECREASED
Shares698,469 from 741,681
Change-43,212 (-6%)
Value$101.5M (-$7.3M)
Filed 2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED
Shares687,209 from 677,109
Change+10,100 (+1%)
Value$99.8K (-$99.2M)
Filed 2026-10-08
Retirement Systems of Alabama
DECREASED
Shares675,781 from 692,152
Change-16,371 (-2%)
Value$98.2M (-$3.3M)
Filed 2026-11-04
SEB Asset Management AB
DECREASED
Shares674,105 from 746,784
Change-72,679 (-10%)
Value$97.9M (-$11.6M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares667,866 from 662,808
Change+5,058 (+1%)
Value$97.0M (-$166.6K)
Filed 2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares665,186 from 667,198
Change-2,012 (0%)
Value$96.6M (-$1.2M)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares652,745 from 644,865
Change+7,880 (+1%)
Value$94.8M (+$267.8K)
Filed 2026-11-03
Mirova US LLC
NEW
Shares626,461
Change+626,461
Value$91.0M
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares620,215 from 565,676
Change+54,539 (+10%)
Value$90.1M (+$7.2M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares612,144 from 654,418
Change-42,274 (-6%)
Value$88.9M (-$7.0M)
Filed 2026-10-23
State of Michigan Retirement System
DECREASED
Shares602,337 from 614,537
Change-12,200 (-2%)
Value$87.5M (-$2.6M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares597,716 from 580,218
Change+17,498 (+3%)
Value$86.2M (+$559.5K)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares593,845 from 585,467
Change+8,378 (+1%)
Value$86.3M (+$420.9K)
Filed 2026-10-20
Candriam S.C.A.
DECREASED
Shares590,173 from 656,423
Change-66,250 (-10%)
Value$86.1M (-$10.1M)
Filed 2026-11-03
Bessemer Group Inc
DECREASED
Shares567,337 from 862,646
Change-295,309 (-34%)
Value$82.4K (-$126.4M)
Filed 2026-11-09
IFM Investors Pty Ltd
INCREASED
Shares554,432 from 536,032
Change+18,400 (+3%)
Value$80.5M (+$1.9M)
Filed 2026-10-14
Daymark Wealth Partners, LLC
INCREASED
Shares541,212 from 529,215
Change+11,997 (+2%)
Value$78.6M (+$1.0M)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares529,870 from 478,739
Change+51,131 (+11%)
Value$77.0M (+$6.8M)
Filed 2026-10-22
Nisa Investment Advisors, LLC
DECREASED
Shares521,265 from 554,824
Change-33,559 (-6%)
Value$75.7M (-$5.6M)
Filed 2026-10-20
UniSuper Management Pty Ltd
DECREASED
Shares520,585 from 651,463
Change-130,878 (-20%)
Value$75.6M (-$19.9M)
Filed 2026-10-26
Daiwa Securities Group Inc.
INCREASED
Shares514,740 from 507,378
Change+7,362 (+1%)
Value$74.8M (+$379.5K)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares513,546 from 514,324
Change-778 (0%)
Value$74.6M (-$812.5K)
Filed 2026-11-03
Meyer Handelman Co
DECREASED
Shares501,995 from 504,595
Change-2,600 (-1%)
Value$72.9M (-$1.1M)
Filed 2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares489,542 from 458,585
Change+30,957 (+7%)
Value$71.1M (+$3.9M)
Filed 2026-10-19
Calamos Advisors LLC
INCREASED
Shares484,794 from 477,265
Change+7,529 (+2%)
Value$70.4M (+$444.7K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares462,434 from 445,373
Change+17,061 (+4%)
Value$67.2M (+$1.9M)
Filed 2026-10-22
Old Republic International Corp
DECREASED
Shares461,331 from 501,800
Change-40,469 (-8%)
Value$67.0K (-$6.6K)
Filed 2026-10-26
Border to Coast Pensions Partnership Ltd
INCREASED
Shares446,129 from 404,977
Change+41,152 (+10%)
Value$64.7K (-$59.3M)
Filed 2026-10-09
Xponance LLC
INCREASED
Shares438,431 from 414,347
Change+24,084 (+6%)
Value$63.7M (+$2.9M)
Filed 2026-11-03
J. Safra Sarasin Holding AG
INCREASED
Shares435,203 from 433,359
Change+1,844 (+0%)
Value$62.9M (+$206.6K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares434,448 from 393,037
Change+41,411 (+11%)
Value$63.7M (+$6.1M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares434,107 from 378,596
Change+55,511 (+15%)
Value$63.1M (+$7.5M)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED
Shares430,987 from 366,485
Change+64,502 (+18%)
Value$62.6M (+$8.9M)
Filed 2026-10-08
Mawer Investment Management Ltd.
DECREASED
Shares427,512 from 784,529
Change-357,017 (-46%)
Value$62.1M (-$52.9M)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares423,201 from 266,219
Change+156,982 (+59%)
Value$61.5M (+$22.4M)
Filed 2026-10-16
Rakuten Investment Management, Inc.
INCREASED
Shares417,480 from 380,603
Change+36,877 (+10%)
Value$61.9M (+$5.4M)
Filed 2026-10-30
Raiffeisen Bank International AG
DECREASED
Shares416,500 from 433,797
Change-17,297 (-4%)
Value$61.8M (-$2.6M)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares415,006 from 417,142
Change-2,136 (-1%)
Value$60.3M (-$877.6K)
Filed 2026-10-23
Hengehold Capital Management LLC
DECREASED
Shares411,678 from 411,955
Change-277 (0%)
Value$59.8M (-$600.5K)
Filed 2026-10-16
Vest Financial, LLC
DECREASED
Shares410,684 from 419,636
Change-8,952 (-2%)
Value$59.7M (-$1.9M)
Filed 2026-10-21
Amalgamated Bank
DECREASED
Shares408,943 from 420,063
Change-11,120 (-3%)
Value$59.4K (-$61.5M)
Filed 2026-10-23
Eastern Bank
DECREASED
Shares402,740 from 427,106
Change-24,366 (-6%)
Value$58.5M (-$4.1M)
Filed 2026-10-05
Mather Group, Llc.
INCREASED
Shares394,162 from 356,652
Change+37,510 (+11%)
Value$57.3M (+$5.0M)
Filed 2026-10-14
OFI Invest Asset Management
DECREASED
Shares391,188 from 439,651
Change-48,463 (-11%)
Value$50.4M (-$6.4M)
Filed 2026-11-06
Welch Group, LLC
INCREASED
Shares387,878 from 379,476
Change+8,402 (+2%)
Value$56.4M (+$704.6K)
Filed 2026-10-29
Boston Trust Walden Corp
DECREASED
Shares379,587 from 407,243
Change-27,656 (-7%)
Value$55.1M (-$4.6M)
Filed 2026-10-30
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares374,881 from 397,455
Change-22,574 (-6%)
Value$54.5M (-$3.8M)
Filed 2026-10-30
Nichols & Pratt Advisers LLP
DECREASED
Shares373,131 from 375,333
Change-2,202 (-1%)
Value$53.7M (-$1.3M)
Filed 2026-10-13
Bowen Hanes & Co Inc
DECREASED
Shares366,172 from 367,943
Change-1,771 (0%)
Value$53.2M (+$51.8K)
Filed 2026-11-09
Factory Mutual Insurance Co
DECREASED
Shares351,937 from 394,787
Change-42,850 (-11%)
Value$51.1M (-$6.8M)
Filed 2026-10-30
Harbour Investments, Inc.
DECREASED
Shares351,263 from 386,463
Change-35,200 (-9%)
Value$51.0M (-$5.6M)
Filed 2026-11-09
Kornitzer Capital Management Inc
DECREASED
Shares350,991 from 353,247
Change-2,256 (-1%)
Value$51.0M (-$808.2K)
Filed 2026-11-03
New York Life Investment Management LLC
DECREASED
Shares346,692 from 347,775
Change-1,083 (0%)
Value$50.4M (-$630.3K)
Filed 2026-11-04
Armstrong Henry H Associates Inc
DECREASED
Shares346,080 from 349,810
Change-3,730 (-1%)
Value$50.3M (-$1.0M)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares345,413 from 303,349
Change+42,064 (+14%)
Value$50.2M (+$5.7M)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares342,918 from 349,941
Change-7,023 (-2%)
Value$49.8M (-$1.5M)
Filed 2026-11-09
Glenview Trust Co
DECREASED
Shares342,398 from 362,346
Change-19,948 (-6%)
Value$49.7M (-$3.4M)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares338,414 from 381,163
Change-42,749 (-11%)
Value$49.2M (-$6.4M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares336,486 from 302,384
Change+34,102 (+11%)
Value$48.9M (+$4.5M)
Filed 2026-10-13
Saratoga Research & Investment Management
DECREASED
Shares326,836 from 338,641
Change-11,805 (-3%)
Value$47.5M (-$2.2M)
Filed 2026-10-16
Jefferies Financial Group Inc.
INCREASED
Shares322,703 from 37,824
Change+284,879 (+753%)
Value$46.9M (+$41.3M)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares315,785 from 334,218
Change-18,433 (-6%)
Value$45.9M (-$3.1M)
Filed 2026-10-23
Vaughan David Investments LLC
INCREASED
Shares314,401 from 309,196
Change+5,205 (+2%)
Value$45.7K (-$45.3M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares307,626 from 268,418
Change+39,208 (+15%)
Value$44.7M (+$5.3M)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares305,774 from 273,674
Change+32,100 (+12%)
Value$44.0M (+$3.7M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares300,135 from 280,384
Change+19,751 (+7%)
Value$43.6M (+$2.5M)
Filed 2026-11-04
Great Lakes Advisors, LLC
INCREASED
Shares299,331 from 291,315
Change+8,016 (+3%)
Value$43.5M (+$768.4K)
Filed 2026-11-06
Country Trust Bank
DECREASED
Shares293,628 from 328,258
Change-34,630 (-11%)
Value$42.7M (-$5.5M)
Filed 2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares290,210 from 307,834
Change-17,624 (-6%)
Value$41.0K (-$3.0K)
Filed 2026-10-22
ABN Amro Investment Solutions
DECREASED
Shares289,652 from 412,353
Change-122,701 (-30%)
Value$42.1M (-$18.4M)
Filed 2026-10-21
Oregon Public Employees Retirement Fund
DECREASED
Shares285,733 from 286,372
Change-639 (0%)
Value$41.5M (-$482.3K)
Filed 2026-10-30
Gradient Investments LLC
INCREASED
Shares282,122 from 267,216
Change+14,906 (+6%)
Value$41.0M (+$1.8M)
Filed 2026-10-08
Smith Chas P & Associates PA Cpas
INCREASED
Shares280,827 from 274,537
Change+6,290 (+2%)
Value$44.7M (+$4.5M)
Filed 2026-10-22
State of Alaska, Department of Revenue
DECREASED
Shares278,269 from 286,243
Change-7,974 (-3%)
Value$40.4K (-$41.9M)
Filed 2026-10-15
Conning Inc.
INCREASED
Shares277,573 from 271,892
Change+5,681 (+2%)
Value$40.3M (+$455.6K)
Filed 2026-10-27
UMB Bank, n.a.
DECREASED
Shares275,431 from 282,771
Change-7,340 (-3%)
Value$40.0M (-$1.5M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares271,761 from 191,674
Change+80,087 (+42%)
Value$39.5M (+$11.4M)
Filed 2026-10-28
Atlas Capital Advisors Inc.
INCREASED
Shares271,181 from 221
Change+270,960 (+122606%)
Value$40.1M (+$40.1M)
Filed 2026-11-09
Yousif Capital Management, LLC
INCREASED
Shares270,807 from 270,440
Change+367 (+0%)
Value$39.3M (-$314.5K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares268,249 from 270,846
Change-2,597 (-1%)
Value$39.0M (-$745.6K)
Filed 2026-10-28
Wealthfront Advisers LLC
INCREASED
Shares268,173 from 267,186
Change+987 (+0%)
Value$39.0M (-$220.0K)
Filed 2026-11-09
Carnegie Investment Counsel
INCREASED
Shares263,261 from 252,406
Change+10,855 (+4%)
Value$36.8M (+$1.2M)
Filed 2026-10-20
Park National Corp
DECREASED
Shares261,365 from 289,695
Change-28,330 (-10%)
Value$38.0M (-$4.5M)
Filed 2026-10-05
Corda Investment Management, Llc.
INCREASED
Shares256,279 from 248,544
Change+7,735 (+3%)
Value$37.2M (+$785.7K)
Filed 2026-10-22
Waters Parkerson & Co., LLC
INCREASED
Shares254,028 from 246,911
Change+7,117 (+3%)
Value$36.9M (+$698.2K)
Filed 2026-11-04
Mutual of America Capital Management LLC
INCREASED
Shares253,659 from 240,113
Change+13,546 (+6%)
Value$36.9M (+$1.6M)
Filed 2026-10-23
Illinois Municipal Retirement Fund
INCREASED
Shares246,112 from 236,320
Change+9,792 (+4%)
Value$35.8M (+$1.1M)
Filed 2026-11-05
Tandem Investment Advisors, Inc.
DECREASED
Shares242,729 from 291,482
Change-48,753 (-17%)
Value$35.3M (-$7.5M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
DECREASED
Shares240,250 from 257,950
Change-17,700 (-7%)
Value$34.9M (-$2.9M)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares240,132 from 254,820
Change-14,688 (-6%)
Value$34.9M (-$2.5M)
Filed 2026-10-05
Washington Trust Bank
DECREASED
Shares240,059 from 240,785
Change-726 (0%)
Value$34.9M (-$432.9K)
Filed 2026-11-03
Pincus Capital Management, LP
UNCHANGED
Shares237,023 from 237,023
Change0 (0%)
Value$34.4M (-$322.4K)
Filed 2026-11-09
Formidable Asset Management, LLC
DECREASED
Shares235,648 from 252,440
Change-16,792 (-7%)
Value$34.6M (-$1.9M)
Filed 2026-11-03
Regions Financial Corp
DECREASED
Shares233,143 from 243,098
Change-9,955 (-4%)
Value$33.9M (-$1.8M)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares230,743 from 254,024
Change-23,281 (-9%)
Value$33.5M (-$3.7M)
Filed 2026-10-27
Cullinan Associates Inc
INCREASED
Shares224,739 from 222,191
Change+2,548 (+1%)
Value$32.7M (+$67.9K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares224,320 from 205,778
Change+18,542 (+9%)
Value$32.6M (+$2.4M)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED
Shares223,638 from 203,926
Change+19,712 (+10%)
Value$32.5M (+$2.6M)
Filed 2026-11-02
First Financial Bank - Trust Division
INCREASED
Shares222,692 from 215,249
Change+7,443 (+3%)
Value$32.4M (+$788.6K)
Filed 2026-10-01
Associated Banc-Corp
INCREASED
Shares215,642 from 215,309
Change+333 (+0%)
Value$31.3M (-$244.4K)
Filed 2026-10-30
Mcdaniel Terry & Co
DECREASED
Shares215,113 from 217,517
Change-2,404 (-1%)
Value$31.3M (-$645.0K)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares214,714 from 214,176
Change+538 (+0%)
Value$31.2M (-$213.1K)
Filed 2026-10-20
ASR Vermogensbeheer N.V.
INCREASED
Shares212,576 from 205,476
Change+7,100 (+3%)
Value$30.9M (+$755.6K)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares211,935 from 216,340
Change-4,405 (-2%)
Value$30.8M (-$934.1K)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares209,975 from 210,367
Change-392 (0%)
Value$30.5M (-$343.0K)
Filed 2026-10-22
iA Global Asset Management Inc.
INCREASED
Shares209,704 from 6,215
Change+203,489 (+3274%)
Value$30.5K (-$880.5K)
Filed 2026-10-29
Journey Advisory Group, LLC
INCREASED
Shares207,753 from 203,435
Change+4,318 (+2%)
Value$30.2M (+$350.7K)
Filed 2026-11-04
Quadrant Capital Group LLC
DECREASED
Shares205,286 from 216,003
Change-10,717 (-5%)
Value$31.4M (-$257.7K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares201,395 from 244,751
Change-43,356 (-18%)
Value$32.6M (-$3.4M)
Filed 2026-11-04
Generali Asset Management SPA SGR
INCREASED
Shares195,182 from 183,125
Change+12,057 (+7%)
Value$28.4M (+$1.5M)
Filed 2026-10-26
Central Trust Co
INCREASED
Shares194,446 from 192,813
Change+1,633 (+1%)
Value$28.2M (-$25.0K)
Filed 2026-11-05
Stone House Investment Management, LLC
DECREASED
Shares194,270 from 205,993
Change-11,723 (-6%)
Value$28.2M (-$2.0M)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares193,592 from 197,251
Change-3,659 (-2%)
Value$28.1M (-$800.8K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares191,625 from 188,336
Change+3,289 (+2%)
Value$29.3M (+$1.6M)
Filed 2026-10-20
Mizuho Securities USA LLC
INCREASED
Shares189,754 from 182,303
Change+7,451 (+4%)
Value$27.5M (+$804.2K)
Filed 2026-11-09
Kanawha Capital Management LLC
INCREASED
Shares189,129 from 188,842
Change+287 (+0%)
Value$27.5M (-$215.1K)
Filed 2026-10-19
Artemis Investment Management LLP
DECREASED
Shares183,103 from 290,800
Change-107,697 (-37%)
Value$26.6M (-$16.0M)
Filed 2026-10-08
Gulf International Bank (UK) Ltd
UNCHANGED
Shares181,505 from 181,505
Change0 (0%)
Value$26.4K (-$26.6M)
Filed 2026-10-20
LVM Capital Management LTD
UNCHANGED
Shares181,395 from 181,395
Change0 (0%)
Value$26.4M (+$26.3M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares177,988 from 186,683
Change-8,695 (-5%)
Value$25.9M (-$1.5M)
Filed 2026-10-16
Busey Bank
DECREASED
Shares175,490 from 176,651
Change-1,161 (-1%)
Value$25.5M (-$408.8K)
Filed 2026-10-26
Cohen Klingenstein LLC
UNCHANGED
Shares173,730 from 173,730
Change0 (0%)
Value$25.2M (-$236.3K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares171,947 from 159,364
Change+12,583 (+8%)
Value$25.0M (+$1.6M)
Filed 2026-10-08
Arbejdsmarkedets Tillaegspension
DECREASED
Shares171,300 from 195,500
Change-24,200 (-12%)
Value$24.9M (-$3.8M)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares168,622 from 167,914
Change+708 (+0%)
Value$24.5M (-$125.5K)
Filed 2026-10-21
Smith Salley Wealth Management
INCREASED
Shares167,472 from 165,153
Change+2,319 (+1%)
Value$24.3M (+$112.3K)
Filed 2026-11-03
KCM Investment Advisors LLC
DECREASED
Shares166,816 from 170,753
Change-3,937 (-2%)
Value$24.2M (-$804.2K)
Filed 2026-10-27
Intech Investment Management LLC
INCREASED
Shares165,814 from 90,689
Change+75,125 (+83%)
Value$24.1M (+$10.8M)
Filed 2026-11-09
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares165,228 from 167,265
Change-2,037 (-1%)
Value$24.0M (-$523.4K)
Filed 2026-10-13
ZWJ Investment Counsel Inc
INCREASED
Shares164,581 from 160,879
Change+3,702 (+2%)
Value$23.9M (+$319.0K)
Filed 2026-10-15
Willis Investment Counsel
DECREASED
Shares164,370 from 209,370
Change-45,000 (-21%)
Value$23.9M (-$6.8M)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares164,257 from 162,243
Change+2,014 (+1%)
Value$23.8K (-$23.8M)
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
DECREASED
Shares160,313 from 161,666
Change-1,353 (-1%)
Value$23.3M (-$416.5K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares157,610 from 174,971
Change-17,361 (-10%)
Value$22.9M (-$2.8M)
Filed 2026-10-14
Braun Stacey Associates Inc
INCREASED
Shares156,561 from 155,687
Change+874 (+1%)
Value$22.7M (-$84.8K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
DECREASED
Shares152,594 from 156,193
Change-3,599 (-2%)
Value$22.2M (-$735.2K)
Filed 2026-10-27
Wesbanco Bank Inc
DECREASED
Shares151,631 from 210,066
Change-58,435 (-28%)
Value$22.0M (-$8.8M)
Filed 2026-11-04
Argent Trust Co
DECREASED
Shares150,876 from 153,078
Change-2,202 (-1%)
Value$21.9M (-$528.1K)
Filed 2026-11-09
Anchor Capital Advisors LLC
INCREASED
Shares150,300 from 69,046
Change+81,254 (+118%)
Value$21.8M (+$11.7M)
Filed 2026-11-05
Matrix Asset Advisors Inc
INCREASED
Shares149,907 from 146,510
Change+3,397 (+2%)
Value$21.8M (+$294.2K)
Filed 2026-10-13
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares148,161 from 148,161
Change0 (0%)
Value$21.5M (-$201.5K)
Filed 2026-11-09
Oppenheimer & Co Inc
INCREASED
Shares147,635 from 147,540
Change+95 (+0%)
Value$21.4M (-$186.9K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares146,129 from 144,174
Change+1,955 (+1%)
Value$21.2M (+$88.0K)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares143,169 from 125,686
Change+17,483 (+14%)
Value$20.8M (+$2.4M)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED
Shares142,952 from 143,239
Change-287 (0%)
Value$20.8M (-$236.5K)
Filed 2026-11-05
First Horizon Corp
DECREASED
Shares142,883 from 145,551
Change-2,668 (-2%)
Value$20.8M (-$585.6K)
Filed 2026-10-26
Florida Trust Wealth Management Co
DECREASED
Shares142,739 from 144,373
Change-1,634 (-1%)
Value$20.7M (-$433.7K)
Filed 2026-11-05
Wilkins Investment Counsel Inc
INCREASED
Shares137,080 from 136,480
Change+600 (+0%)
Value$19.9M (-$98.4K)
Filed 2026-11-03
First Citizens Bank & Trust Co
DECREASED
Shares137,008 from 140,067
Change-3,059 (-2%)
Value$19.9M (-$634.9K)
Filed 2026-10-14
Alps Advisors Inc
DECREASED
Shares136,836 from 143,519
Change-6,683 (-5%)
Value$19.9M (-$1.2M)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares136,696 from 136,436
Change+260 (+0%)
Value$19.9M (-$147.8K)
Filed 2026-10-22
First American Bank
DECREASED
Shares135,772 from 138,091
Change-2,319 (-2%)
Value$19.7M (-$524.7K)
Filed 2026-10-27
Community Trust & Investment Co
INCREASED
Shares134,885 from 132,528
Change+2,357 (+2%)
Value$19.6M (+$162.2K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares134,441 from 138,075
Change-3,634 (-3%)
Value$19.5M (-$715.8K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares133,759 from 133,855
Change-96 (0%)
Value$19.4M (-$196.0K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED
Shares131,845 from 131,746
Change+99 (+0%)
Value$19.2M (-$164.8K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares131,794 from 114,399
Change+17,395 (+15%)
Value$19.1M (+$2.4M)
Filed 2026-10-29
Moran Wealth Management, LLC
INCREASED
Shares131,040 from 129,812
Change+1,228 (+1%)
Value$19.0M (+$1.9K)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares129,903 from 132,587
Change-2,684 (-2%)
Value$18.9M (-$570.2K)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares129,164 from 135,388
Change-6,224 (-5%)
Value$18.8M (-$1.1M)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares128,061
Change+128,061
Value$19.6K
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares127,660 from 109,183
Change+18,477 (+17%)
Value$19.2M (+$3.2M)
Filed 2026-10-13
CX Institutional
INCREASED
Shares127,365 from 59,588
Change+67,777 (+114%)
Value$18.5K (+$9.8K)
Filed 2026-10-02
Reynders McVeigh Capital Management, LLC
DECREASED
Shares126,593 from 127,833
Change-1,240 (-1%)
Value$18.4M (-$353.5K)
Filed 2026-10-30
Parthenon LLC
DECREASED
Shares124,733 from 126,415
Change-1,682 (-1%)
Value$18.1M (-$416.3K)
Filed 2026-10-22
Knuff & Co LLC
DECREASED
Shares124,591 from 126,346
Change-1,755 (-1%)
Value$18.1M (-$426.8K)
Filed 2026-11-06
Hartford Investment Management Co
DECREASED
Shares124,486 from 128,831
Change-4,345 (-3%)
Value$18.1M (-$806.5K)
Filed 2026-11-04
Souders Financial Advisors
DECREASED
Shares123,498 from 126,320
Change-2,822 (-2%)
Value$17.9M (-$581.8K)
Filed 2026-11-03
Intact Investment Management Inc.
DECREASED
Shares122,900 from 135,100
Change-12,200 (-9%)
Value$17.9M (-$2.0M)
Filed 2026-11-03
Fiera Capital Corp
INCREASED
Shares121,285 from 66,669
Change+54,616 (+82%)
Value$17.6M (+$7.8M)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares120,648 from 123,997
Change-3,349 (-3%)
Value$17.5M (-$655.1K)
Filed 2026-11-04
Forbes J M & Co LLP
INCREASED
Shares120,553 from 120,006
Change+547 (+0%)
Value$17.5M (-$83.7K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED
Shares119,653 from 119,982
Change-329 (0%)
Value$17.4M (-$210.9K)
Filed 2026-10-23
Grandfield & Dodd, LLC
DECREASED
Shares119,359 from 120,046
Change-687 (-1%)
Value$17.3M (-$263.2K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares117,224 from 113,504
Change+3,720 (+3%)
Value$17.0K (-$16.6M)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares115,968 from 115,236
Change+732 (+1%)
Value$16.8M (-$50.4K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares115,660 from 115,004
Change+656 (+1%)
Value$16.8M (-$61.5K)
Filed 2026-10-15
New Mexico Educational Retirement Board
UNCHANGED
Shares115,568 from 115,568
Change0 (0%)
Value$16.8K (-$16.9M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares114,300 from 119,000
Change-4,700 (-4%)
Value$16.6M (-$844.7K)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares114,235 from 93,581
Change+20,654 (+22%)
Value$16.6M (+$2.9M)
Filed 2026-10-16
AIA Group Ltd
DECREASED
Shares113,755 from 212,882
Change-99,127 (-47%)
Value$16.5M (-$14.7M)
Filed 2026-10-30
Howland Capital Management LLC
DECREASED
Shares113,473 from 125,547
Change-12,074 (-10%)
Value$16.5M (-$1.9M)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares113,438 from 119,834
Change-6,396 (-5%)
Value$16.5M (-$1.1M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares113,334 from 113,085
Change+249 (+0%)
Value$16.5M (-$117.6K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares113,232 from 113,055
Change+177 (+0%)
Value$28.2M (+$2.5M)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares113,155 from 115,847
Change-2,692 (-2%)
Value$16.4M (-$548.7K)
Filed 2026-10-21
Telos Capital Management, Inc.
DECREASED
Shares111,781 from 112,178
Change-397 (0%)
Value$16.2M (-$210.3K)
Filed 2026-11-02
Masterinvest Kapitalanlage GmbH
INCREASED
Shares111,355 from 96,188
Change+15,167 (+16%)
Value$16.2M (+$2.1M)
Filed 2026-11-03
Palisade Asset Management, LLC
DECREASED
Shares110,973 from 111,203
Change-230 (0%)
Value$16.1M (-$184.7K)
Filed 2026-11-03
Ninety One UK Ltd
DECREASED
Shares110,707 from 251,985
Change-141,278 (-56%)
Value$16.1M (-$20.9M)
Filed 2026-10-15
Moors & Cabot, Inc.
INCREASED
Shares109,901 from 107,856
Change+2,045 (+2%)
Value$16.0M (+$150.4K)
Filed 2026-11-06
Opus Capital Group, LLC
DECREASED
Shares109,037 from 109,896
Change-859 (-1%)
Value$15.8K (-$16.1M)
Filed 2026-10-30
Isthmus Partners, LLC
INCREASED
Shares108,953 from 108,474
Change+479 (+0%)
Value$15.8M (-$77.9K)
Filed 2026-10-21
Cornerstone Advisors, LLC
DECREASED
Shares107,457 from 142,251
Change-34,794 (-24%)
Value$15.6M (-$5.2M)
Filed 2026-11-06
Heritage Wealth Management, Inc.
DECREASED
Shares106,975 from 125,340
Change-18,365 (-15%)
Value$15.5M (-$2.8M)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares106,767 from 109,823
Change-3,056 (-3%)
Value$15.5M (-$593.3K)
Filed 2026-11-04
Shoker Investment Counsel, Inc.
DECREASED
Shares106,737 from 106,814
Change-77 (0%)
Value$15.5M (-$156.6K)
Filed 2026-11-04
BLB&B Advisors, LLC
DECREASED
Shares106,311 from 107,870
Change-1,559 (-1%)
Value$15.4M (-$373.1K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares106,001 from 108,855
Change-2,854 (-3%)
Value$15.4M (-$562.7K)
Filed 2026-10-28
Confluence Investment Management LLC
DECREASED
Shares105,136 from 116,816
Change-11,680 (-10%)
Value$15.3M (-$1.9M)
Filed 2026-10-01
Willow Creek Wealth Management Inc.
DECREASED
Shares105,044 from 106,994
Change-1,950 (-2%)
Value$15.3M (-$428.8K)
Filed 2026-10-26
Fidelity National Financial, Inc.
UNCHANGED
Shares105,000 from 105,000
Change0 (0%)
Value$15.3M (-$142.8K)
Filed 2026-11-06
Franklin Street Advisors Inc
INCREASED
Shares104,691 from 103,034
Change+1,657 (+2%)
Value$15.2M (+$100.7K)
Filed 2026-10-13
Avity Investment Management Inc.
INCREASED
Shares103,046 from 102,476
Change+570 (+1%)
Value$15.0M (-$56.6K)
Filed 2026-10-09
Coldstream Capital Management Inc
INCREASED
Shares102,557 from 100,516
Change+2,041 (+2%)
Value$14.9M (+$159.7K)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares100,929 from 100,455
Change+474 (+0%)
Value$14.7M (-$67.7K)
Filed 2026-10-23
Fisher Funds Management LTD
UNCHANGED
Shares100,816 from 100,816
Change0 (0%)
Value$14.7M (-$133.1K)
Filed 2026-10-13
Rockland Trust Co
DECREASED
Shares100,786 from 102,828
Change-2,042 (-2%)
Value$14.6M (-$436.5K)
Filed 2026-10-05
Altium Investment Strategies LLC
UNCHANGED
Shares100,702 from 100,702
Change0 (0%)
Value$15.4M (+$604.2K)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares100,554 from 101,173
Change-619 (-1%)
Value$14.6M (-$227.5K)
Filed 2026-10-13
KMG Fiduciary Partners, LLC
DECREASED
Shares99,913 from 102,937
Change-3,024 (-3%)
Value$14.5M (-$579.4K)
Filed 2026-10-14
Banque Pictet & CIE SA
DECREASED
Shares99,362 from 104,827
Change-5,465 (-5%)
Value$14.4M (-$936.5K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares98,773 from 103,578
Change-4,805 (-5%)
Value$14.3M (-$839.0K)
Filed 2026-10-20
N.E.W. Advisory Services LLC
INCREASED
Shares97,410 from 95,468
Change+1,942 (+2%)
Value$14.2M (+$152.3K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares97,185 from 93,187
Change+3,998 (+4%)
Value$14.1M (+$454.6K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares97,027 from 94,392
Change+2,635 (+3%)
Value$14.1M (+$254.5K)
Filed 2026-10-28
Hantz Financial Services, Inc.
INCREASED
Shares96,647 from 96,462
Change+185 (+0%)
Value$14.0K (-$14.1M)
Filed 2026-11-09
BCS Wealth Management
INCREASED
Shares95,810 from 95,712
Change+98 (+0%)
Value$13.9M (-$116.0K)
Filed 2026-11-03
Stockman Wealth Management, Inc.
INCREASED
Shares95,658 from 91,139
Change+4,519 (+5%)
Value$13.9M (+$532.6K)
Filed 2026-10-27
Allied Investment Advisors, LLC
INCREASED
Shares95,589 from 91,467
Change+4,122 (+5%)
Value$13.9M (+$474.4K)
Filed 2026-10-13
Richard C. Young & Co., Ltd.
DECREASED
Shares95,458 from 98,835
Change-3,377 (-3%)
Value$13.9M (-$624.9K)
Filed 2026-11-04
HFR Wealth Management, LLC
DECREASED
Shares95,413 from 97,734
Change-2,321 (-2%)
Value$13.9M (-$470.1K)
Filed 2026-11-09
Nixon Peabody Trust Co
INCREASED
Shares94,641 from 92,565
Change+2,076 (+2%)
Value$13.7M (+$175.7K)
Filed 2026-10-23
Stack Financial Management, Inc
DECREASED
Shares94,419 from 94,993
Change-574 (-1%)
Value$13.7M (-$212.7K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares93,340 from 101,276
Change-7,936 (-8%)
Value$13.6M (-$1.3M)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares93,296 from 87,479
Change+5,817 (+7%)
Value$13.6M (+$726.1K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED
Shares93,092 from 98,154
Change-5,062 (-5%)
Value$13.5M (-$868.9K)
Filed 2026-10-16
Thompson Siegel & Walmsley LLC
DECREASED
Shares92,937 from 92,944
Change-7 (0%)
Value$13.5K (-$13.6M)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares92,336 from 60,815
Change+31,521 (+52%)
Value$13.4M (+$4.5M)
Filed 2026-10-22
Harfst & Associates, Inc.
INCREASED
Shares92,120 from 91,918
Change+202 (+0%)
Value$13.4M (-$95.7K)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares92,059 from 163,065
Change-71,006 (-44%)
Value$13.6M (-$10.5M)
Filed 2026-10-29
Trillium Asset Management, LLC
DECREASED
Shares91,683 from 94,025
Change-2,342 (-2%)
Value$13.3M (-$468.0K)
Filed 2026-11-09
E. Ohman J:or Asset Management AB
INCREASED
Shares91,218 from 89,318
Change+1,900 (+2%)
Value$13.3M (+$154.6K)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED
Shares90,979 from 84,687
Change+6,292 (+7%)
Value$14.3M (+$2.0M)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
INCREASED
Shares90,709 from 90,519
Change+190 (+0%)
Value$13.2M (-$95.5K)
Filed 2026-10-16
Talbot Financial, LLC
DECREASED
Shares90,672 from 104,075
Change-13,403 (-13%)
Value$13.2M (-$2.1M)
Filed 2026-10-19
Covea Finance
INCREASED
Shares89,850 from 64,050
Change+25,800 (+40%)
Value$13.1M (+$3.7M)
Filed 2026-10-21
Hendershot Investments Inc.
INCREASED
Shares89,751 from 87,770
Change+1,981 (+2%)
Value$13.0M (+$168.4K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares89,669 from 88,342
Change+1,327 (+2%)
Value$13.0M (+$72.7K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares89,378 from 64,039
Change+25,339 (+40%)
Value$13.0M (+$3.6M)
Filed 2026-10-28
Northeast Investment Management
DECREASED
Shares89,056 from 89,433
Change-377 (0%)
Value$12.9M (-$176.4K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares88,215 from 92,508
Change-4,293 (-5%)
Value$12.8K (-$13.6M)
Filed 2026-10-22
Guyasuta Investment Advisors Inc
DECREASED
Shares87,622 from 88,689
Change-1,067 (-1%)
Value$12.7M (-$275.6K)
Filed 2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED
Shares87,533 from 84,092
Change+3,441 (+4%)
Value$12.7M (+$385.5K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares87,356 from 86,183
Change+1,173 (+1%)
Value$12.7M (+$53.2K)
Filed 2026-11-05
Wendell David Associates Inc
DECREASED
Shares87,073 from 88,035
Change-962 (-1%)
Value$12.7K (-$12.9M)
Filed 2026-10-27
Dana Investment Advisors, Inc.
DECREASED
Shares87,067 from 87,948
Change-881 (-1%)
Value$12.6M (-$247.6K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares86,945 from 86,325
Change+620 (+1%)
Value$12.6M (-$27.2K)
Filed 2026-10-15
Weatherly Asset Management L. P.
INCREASED
Shares86,697 from 84,780
Change+1,917 (+2%)
Value$12.6M (+$163.2K)
Filed 2026-10-20
Hennessy Advisors Inc
INCREASED
Shares86,500 from 85,600
Change+900 (+1%)
Value$12.6M (+$14.3K)
Filed 2026-10-28
Sky Investment Group LLC
INCREASED
Shares86,370 from 66,967
Change+19,403 (+29%)
Value$12.5M (+$2.7M)
Filed 2026-10-30
LEE Danner & Bass Inc
INCREASED
Shares86,167 from 85,809
Change+358 (+0%)
Value$12.5M (-$64.7K)
Filed 2026-10-27
Lynch & Associates
DECREASED
Shares85,649 from 85,971
Change-322 (0%)
Value$12.4M (-$163.7K)
Filed 2026-10-13
Carlson Capital, L.P.
DECREASED
Shares85,371 from 144,934
Change-59,563 (-41%)
Value$12.4M (-$8.9M)
Filed 2026-11-09
MCF Advisors LLC
DECREASED
Shares84,986 from 89,770
Change-4,784 (-5%)
Value$12.3M (-$817.1K)
Filed 2026-10-28
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares84,262 from 74,498
Change+9,764 (+13%)
Value$12.2M (+$1.3M)
Filed 2026-11-06
Verity & Verity, LLC
INCREASED
Shares84,144 from 82,684
Change+1,460 (+2%)
Value$12.2M (+$99.7K)
Filed 2026-10-23
Legacy Financial Advisors, Inc.
INCREASED
Shares83,987 from 82,311
Change+1,676 (+2%)
Value$12.2M (+$131.5K)
Filed 2026-11-09
Baxter Bros Inc
DECREASED
Shares83,449 from 84,429
Change-980 (-1%)
Value$12.1M (-$257.2K)
Filed 2026-11-04
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares83,088 from 81,679
Change+1,409 (+2%)
Value$12.1M (+$93.6K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares82,278 from 85,020
Change-2,742 (-3%)
Value$12.0M (-$514.0K)
Filed 2026-10-16
Lowe Brockenbrough & Co Inc
DECREASED
Shares82,215 from 82,514
Change-299 (0%)
Value$11.9M (-$156.1K)
Filed 2026-11-09
Cidel Asset Management Inc
DECREASED
Shares81,786 from 95,112
Change-13,326 (-14%)
Value$11.9M (-$2.1M)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares80,702 from 70,524
Change+10,178 (+14%)
Value$11.7M (+$1.4M)
Filed 2026-10-23
Sapient Capital LLC
DECREASED
Shares80,573 from 80,771
Change-198 (0%)
Value$11.7M (-$138.6K)
Filed 2026-10-08
Camden National Bank
DECREASED
Shares80,273 from 80,379
Change-106 (0%)
Value$11.7M (-$124.7K)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares80,200 from 81,128
Change-928 (-1%)
Value$11.7M (-$245.2K)
Filed 2026-10-21
Americana Partners, LLC
INCREASED
Shares80,071 from 76,659
Change+3,412 (+4%)
Value$11.6M (+$391.4K)
Filed 2026-10-28
Viking Fund Management LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$11.6M (-$108.8K)
Filed 2026-10-14
LBP AM SA
INCREASED
Shares79,622 from 10,287
Change+69,335 (+674%)
Value$11.6M (+$10.1M)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares79,200 from 58,249
Change+20,951 (+36%)
Value$11.5M (+$3.0M)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares79,161 from 80,751
Change-1,590 (-2%)
Value$11.5M (-$340.6K)
Filed 2026-10-30
Great Diamond Partners, LLC
DECREASED
Shares78,536 from 78,819
Change-283 (0%)
Value$11.4M (-$148.3K)
Filed 2026-10-13
Azzad Asset Management Inc
INCREASED
Shares78,100 from 75,447
Change+2,653 (+4%)
Value$11.3M (+$282.8K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares78,097 from 78,365
Change-268 (0%)
Value$11.3M (-$145.4K)
Filed 2026-10-08
Tectonic Advisors LLC
INCREASED
Shares78,030 from 71,369
Change+6,661 (+9%)
Value$11.3M (+$870.5K)
Filed 2026-10-22
Washington Trust Co
DECREASED
Shares77,923 from 78,282
Change-359 (0%)
Value$11.3M (-$158.7K)
Filed 2026-10-22
Nwam LLC
DECREASED
Shares77,568 from 77,827
Change-259 (0%)
Value$11.3M (-$143.6K)
Filed 2026-11-09
Oppenheimer Asset Management Inc.
DECREASED
Shares77,032 from 86,605
Change-9,573 (-11%)
Value$11.2M (-$1.5M)
Filed 2026-10-27
Capital Investment Counsel, Inc
DECREASED
Shares76,905 from 77,598
Change-693 (-1%)
Value$11.2M (-$206.2K)
Filed 2026-10-20
Cohen Capital Management, Inc.
UNCHANGED
Shares75,627 from 75,627
Change0 (0%)
Value$11.0M (-$102.9K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares75,601 from 74,709
Change+892 (+1%)
Value$11.0M (+$27.9K)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares75,135 from 75,704
Change-569 (-1%)
Value$10.9M (-$185.7K)
Filed 2026-10-26
Canandaigua National Bank & Trust Co
DECREASED
Shares75,066 from 75,791
Change-725 (-1%)
Value$10.9M (-$208.4K)
Filed 2026-10-07
Heritage Investors Management Corp
INCREASED
Shares74,955 from 74,273
Change+682 (+1%)
Value$10.9K (-$10.9M)
Filed 2026-10-29
Motco
DECREASED
Shares74,802 from 74,863
Change-61 (0%)
Value$10.9M (-$110.7K)
Filed 2026-11-09
Joel Isaacson & Co., LLC
INCREASED
Shares73,642 from 72,007
Change+1,635 (+2%)
Value$10.7M (+$139.6K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares72,997 from 72,997
Change0 (0%)
Value$10.6K (-$10.7M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares71,949 from 83,622
Change-11,673 (-14%)
Value$10.5M (-$1.8M)
Filed 2026-10-15
First Merchants Corp
DECREASED
Shares71,871 from 74,084
Change-2,213 (-3%)
Value$10.4M (-$422.3K)
Filed 2026-10-15
Woodstock Corp
DECREASED
Shares71,868 from 72,203
Change-335 (0%)
Value$10.4M (-$146.8K)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares71,424 from 68,746
Change+2,678 (+4%)
Value$10.4M (+$295.6K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares71,345 from 54,325
Change+17,020 (+31%)
Value$10.4M (+$2.4M)
Filed 2026-11-03
Burney Co/
DECREASED
Shares71,246 from 72,022
Change-776 (-1%)
Value$10.4M (-$210.7K)
Filed 2026-10-15
Narwhal Capital Management
DECREASED
Shares71,114 from 86,077
Change-14,963 (-17%)
Value$10.3M (-$2.3M)
Filed 2026-11-04
Cane Capital Partners, LLC
DECREASED
Shares70,806 from 73,134
Change-2,328 (-3%)
Value$10.3M (-$437.7K)
Filed 2026-10-23
BAR Harbor Wealth Management
DECREASED
Shares70,535 from 70,664
Change-129 (0%)
Value$10.2M (-$114.8K)
Filed 2026-10-21
Montag A & Associates Inc
INCREASED
Shares70,378 from 68,914
Change+1,464 (+2%)
Value$10.2M (+$119.0K)
Filed 2026-10-29
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares70,249 from 70,249
Change0 (0%)
Value$10.2M (-$95.5K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares70,105 from 69,409
Change+696 (+1%)
Value$10.2M (+$6.8K)
Filed 2026-10-07
Allen Investment Management, LLC
DECREASED
Shares69,625 from 69,698
Change-73 (0%)
Value$10.1M (-$105.4K)
Filed 2026-11-03
West Branch Capital LLC
INCREASED
Shares69,454 from 68,939
Change+515 (+1%)
Value$10.1M (-$18.9K)
Filed 2026-10-20
Strategic Wealth Investment Group, LLC
DECREASED
Shares69,453 from 71,103
Change-1,650 (-2%)
Value$10.1M (-$336.4K)
Filed 2026-10-29
Great Valley Advisor Group, Inc.
INCREASED
Shares69,153 from 67,959
Change+1,194 (+2%)
Value$10.0M (+$80.5K)
Filed 2026-11-09
Commonwealth Retirement Investments LLC
INCREASED
Shares68,462 from 66,714
Change+1,748 (+3%)
Value$9.9M (+$163.3K)
Filed 2026-10-26
Perryman Financial Advisory Inc
INCREASED
Shares68,334 from 66,793
Change+1,541 (+2%)
Value$9.9M (+$133.1K)
Filed 2026-10-16
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares68,111 from 68,684
Change-573 (-1%)
Value$9.9K (-$10.1M)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares67,956 from 66,563
Change+1,393 (+2%)
Value$9.9M (+$111.9K)
Filed 2026-10-27
L. Roy Papp & Associates, LLP
INCREASED
Shares67,300 from 67,086
Change+214 (+0%)
Value$9.8M (-$60.1K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares67,130 from 65,741
Change+1,389 (+2%)
Value$9.8M (+$112.5K)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares66,651 from 66,330
Change+321 (+0%)
Value$9.7M (-$43.5K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares66,570 from 65,724
Change+846 (+1%)
Value$9.7M (+$33.5K)
Filed 2026-11-06
Diversified Trust Co
INCREASED
Shares66,520 from 55,420
Change+11,100 (+20%)
Value$9.7M (+$1.5M)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares66,516 from 64,292
Change+2,224 (+3%)
Value$9.7M (+$235.7K)
Filed 2026-10-23
Freestone Capital Holdings, LLC
DECREASED
Shares66,235 from 83,329
Change-17,094 (-21%)
Value$9.6M (-$2.6M)
Filed 2026-11-09
Kavar Capital Partners Group, LLC
DECREASED
Shares66,120 from 66,498
Change-378 (-1%)
Value$9.6M (-$145.4K)
Filed 2026-11-06
Acropolis Investment Management, LLC
DECREASED
Shares65,437 from 65,959
Change-522 (-1%)
Value$9.5M (-$165.5K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares65,049 from 69,303
Change-4,254 (-6%)
Value$9.5M (-$712.5K)
Filed 2026-11-09
Money Concepts Capital Corp
INCREASED
Shares64,802 from 61,384
Change+3,418 (+6%)
Value$9.4M (+$413.2K)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares64,668 from 66,452
Change-1,784 (-3%)
Value$10.8M (+$1.1M)
Filed 2026-11-06
Cardinal Capital Management
INCREASED
Shares64,464 from 59,816
Change+4,648 (+8%)
Value$9.4M (+$593.9K)
Filed 2026-10-21
Thompson Investment Management, Inc.
DECREASED
Shares64,389 from 64,779
Change-390 (-1%)
Value$9.4M (-$144.6K)
Filed 2026-10-14
Thomas Story & SON LLC
INCREASED
Shares64,345 from 64,110
Change+235 (+0%)
Value$9.3M (-$53.0K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares64,339 from 60,218
Change+4,121 (+7%)
Value$9.3M (+$516.8K)
Filed 2026-10-08
Advocate Group LLC
DECREASED
Shares64,042 from 64,837
Change-795 (-1%)
Value$9.3M (-$203.7K)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED
Shares63,905 from 62,179
Change+1,726 (+3%)
Value$9.3M (+$166.2K)
Filed 2026-10-26
Plato Investment Management Ltd
DECREASED
Shares63,401 from 68,665
Change-5,264 (-8%)
Value$9.2M (-$763.6K)
Filed 2026-11-05
Smithfield Trust Co
DECREASED
Shares62,963 from 63,493
Change-530 (-1%)
Value$9.2K (-$9.3M)
Filed 2026-11-09
Kellett Wealth Advisors, LLC
DECREASED
Shares62,640 from 64,022
Change-1,382 (-2%)
Value$9.1M (-$287.8K)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares62,491 from 63,856
Change-1,365 (-2%)
Value$9.1M (-$285.2K)
Filed 2026-11-03
SS&H Financial Advisors, Inc.
DECREASED
Shares62,347 from 63,410
Change-1,063 (-2%)
Value$9.1K (-$9.3M)
Filed 2026-10-28
Gryphon Financial Partners LLC
DECREASED
Shares62,023 from 62,945
Change-922 (-1%)
Value$9.0M (-$219.5K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares62,023 from 62,714
Change-691 (-1%)
Value$9.0M (-$299.2K)
Filed 2026-10-13
Mattern Capital Management, LLC
INCREASED
Shares61,852 from 61,179
Change+673 (+1%)
Value$9.0M (+$14.6K)
Filed 2026-11-02
Tufton Capital Management
DECREASED
Shares61,665 from 62,388
Change-723 (-1%)
Value$9.0K (-$9.1M)
Filed 2026-10-20
Schmidt P J Investment Management Inc
INCREASED
Shares61,341 from 60,513
Change+828 (+1%)
Value$8.9M (+$38.0K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares61,176 from 61,638
Change-462 (-1%)
Value$8.9M (-$150.9K)
Filed 2026-10-22
Stokes Capital Advisors, LLC
INCREASED
Shares61,068 from 60,865
Change+203 (+0%)
Value$8.9M (-$53.3K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
DECREASED
Shares60,446 from 63,834
Change-3,388 (-5%)
Value$8.8M (-$579.1K)
Filed 2026-11-05
Securian Asset Management, Inc
DECREASED
Shares60,378 from 61,916
Change-1,538 (-2%)
Value$8.8M (-$514.4K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares60,039 from 52,410
Change+7,629 (+15%)
Value$8.7M (+$1.0M)
Filed 2026-10-13
Windle Wealth, LLC
INCREASED
Shares59,966 from 57,434
Change+2,532 (+4%)
Value$8.7M (+$289.7K)
Filed 2026-11-09
Cornerstone Wealth Group, LLC
INCREASED
Shares59,810 from 58,399
Change+1,411 (+2%)
Value$8.7M (+$125.6K)
Filed 2026-11-02
Neville Rodie & Shaw Inc
DECREASED
Shares59,726 from 60,443
Change-717 (-1%)
Value$8.7K (-$187)
Filed 2026-10-05
CFC Planning Co LLC
NEW
Shares59,215
Change+59,215
Value$8.6M
Filed 2026-10-28
Edge Wealth Management LLC
INCREASED
Shares59,051 from 58,922
Change+129 (+0%)
Value$8.6M (-$2.5K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares59,029 from 62,507
Change-3,478 (-6%)
Value$8.6M (-$590.3K)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares58,628 from 56,092
Change+2,536 (+5%)
Value$8.5M (+$292.1K)
Filed 2026-10-23
Culbertson A N & Co Inc
INCREASED
Shares58,397 from 57,507
Change+890 (+2%)
Value$8.5M (+$51.1K)
Filed 2026-10-21
Parcion Private Wealth LLC
INCREASED
Shares58,190 from 53,945
Change+4,245 (+8%)
Value$8.5M (+$543.4K)
Filed 2026-10-28
Cutler Investment Counsel LLC
DECREASED
Shares58,120 from 59,169
Change-1,049 (-2%)
Value$8.4M (-$232.8K)
Filed 2026-10-28
Marco Investment Management LLC
DECREASED
Shares57,976 from 59,109
Change-1,133 (-2%)
Value$8.4M (-$245.0K)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares57,809 from 58,305
Change-496 (-1%)
Value$8.4M (-$142.7K)
Filed 2026-10-23
Morningstar Investment Management LLC
INCREASED
Shares57,615 from 56,539
Change+1,076 (+2%)
Value$8.4M (+$203.8K)
Filed 2026-11-09
Lmcg Investments, LLC
DECREASED
Shares57,471 from 74,227
Change-16,756 (-23%)
Value$8.3M (-$2.5M)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares57,314 from 74,029
Change-16,715 (-23%)
Value$8.3M (-$2.5M)
Filed 2026-10-22
Hamel Associates, Inc.
DECREASED
Shares57,178 from 57,457
Change-279 (0%)
Value$8.3M (-$111.1K)
Filed 2026-11-06
Canada Post Corp Registered Pension Plan
DECREASED
Shares57,103 from 61,640
Change-4,537 (-7%)
Value$8.5M (-$569.4K)
Filed 2026-11-09
Kintegral Advisory, LLC
INCREASED
Shares56,622 from 56,302
Change+320 (+1%)
Value$8.2M (-$30.1K)
Filed 2026-10-16
M. Kraus & Co
DECREASED
Shares56,605 from 57,760
Change-1,155 (-2%)
Value$8.2M (-$246.4K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED
Shares56,584 from 55,397
Change+1,187 (+2%)
Value$8.2M (+$97.1K)
Filed 2026-11-05
Carroll Advisory Group, LLC
INCREASED
Shares56,476 from 56,399
Change+77 (+0%)
Value$8.2M (-$65.5K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares56,388 from 56,947
Change-559 (-1%)
Value$8.2M (-$158.6K)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares56,323 from 56,075
Change+248 (+0%)
Value$8.2M (-$40.1K)
Filed 2026-11-05
Foundation Wealth Management, LLC
NEW
Shares55,991
Change+55,991
Value$8.1M
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED
Shares55,462 from 51,157
Change+4,305 (+8%)
Value$8.1K (-$7.5M)
Filed 2026-10-19
Avantax Planning Partners, Inc.
INCREASED
Shares55,457 from 53,525
Change+1,932 (+4%)
Value$8.1M (+$207.9K)
Filed 2026-11-03
Community Bank, N.A.
INCREASED
Shares55,309 from 54,609
Change+700 (+1%)
Value$8.0M (+$27.4K)
Filed 2026-11-06
Everett Harris & Co
UNCHANGED
Shares55,164 from 55,164
Change0 (0%)
Value$8.0M (-$75.0K)
Filed 2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares54,981 from 118,217
Change-63,236 (-53%)
Value$8.0M (-$9.3M)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares54,418 from 87,719
Change-33,301 (-38%)
Value$7.9M (-$5.0M)
Filed 2026-10-21
Caldwell Trust Co
DECREASED
Shares54,279 from 58,205
Change-3,926 (-7%)
Value$7.9M (-$649.5K)
Filed 2026-10-30
Hunter Associates Investment Management LLC
INCREASED
Shares53,525 from 53,269
Change+256 (+0%)
Value$7.8K (-$7.8M)
Filed 2026-10-26
Alerus Financial NA
INCREASED
Shares53,515 from 51,322
Change+2,193 (+4%)
Value$7.8M (+$248.8K)
Filed 2026-11-09
Joseph Group Capital Management
INCREASED
Shares53,145 from 49,791
Change+3,354 (+7%)
Value$7.7M (+$419.6K)
Filed 2026-11-04
Lockheed Martin Investment Management Co
DECREASED
Shares53,110 from 94,790
Change-41,680 (-44%)
Value$7.7M (-$6.2M)
Filed 2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED
Shares52,858 from 51,635
Change+1,223 (+2%)
Value$7.7M (+$107.3K)
Filed 2026-10-14
Baker Chad R
UNCHANGED
Shares52,710 from 52,710
Change0 (0%)
Value$7.7M (-$71.7K)
Filed 2026-10-22
Tompkins Financial Corp
DECREASED
Shares52,608 from 52,634
Change-26 (0%)
Value$7.6M (-$75.4K)
Filed 2026-10-05
CWA Asset Management Group, LLC
DECREASED
Shares52,575 from 53,343
Change-768 (-1%)
Value$7.6M (-$184.1K)
Filed 2026-10-19
SouthState Bank Corp
DECREASED
Shares52,491 from 56,738
Change-4,247 (-7%)
Value$7.6M (-$694.2K)
Filed 2026-11-09
Stablepoint Partners, LLC
INCREASED
Shares52,329 from 49,683
Change+2,646 (+5%)
Value$7.6M (+$316.9K)
Filed 2026-11-03
V-Square Quantitative Management LLC
INCREASED
Shares52,286 from 49,623
Change+2,663 (+5%)
Value$7.6M (+$319.4K)
Filed 2026-10-15
VAN Strum & Towne Inc.
INCREASED
Shares52,243 from 51,173
Change+1,070 (+2%)
Value$7.6M (+$85.9K)
Filed 2026-11-06
Hall Laurie J Trustee
DECREASED
Shares52,129 from 52,212
Change-83 (0%)
Value$7.6M (-$83.1K)
Filed 2026-10-06
Independence Bank of Kentucky
DECREASED
Shares51,991 from 52,509
Change-518 (-1%)
Value$7.6M (-$146.7K)
Filed 2026-10-26
Towne Trust Company, N.a
DECREASED
Shares51,980 from 55,019
Change-3,039 (-6%)
Value$7.6M (-$516.3K)
Filed 2026-10-28
Appleton Partners Inc
DECREASED
Shares51,923 from 52,716
Change-793 (-1%)
Value$7.5K (-$7.7M)
Filed 2026-10-30
Bell Bank
DECREASED
Shares51,763 from 72,718
Change-20,955 (-29%)
Value$7.5M (-$3.1M)
Filed 2026-10-21
Mitchell Sinkler & Starr
DECREASED
Shares51,626 from 51,762
Change-136 (0%)
Value$7.5M (-$90.3K)
Filed 2026-10-13
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares51,458 from 51,677
Change-219 (0%)
Value$7.5M (-$102.2K)
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares51,214 from 51,504
Change-290 (-1%)
Value$7.4M (-$221.0K)
Filed 2026-10-15
LaFleur & Godfrey LLC
INCREASED
Shares50,995 from 50,375
Change+620 (+1%)
Value$7.4M (+$21.6K)
Filed 2026-10-27
Burns J W & Co Inc
DECREASED
Shares50,966 from 52,031
Change-1,065 (-2%)
Value$7.4M (-$225.6K)
Filed 2026-10-20
Sawgrass Asset Management LLC
DECREASED
Shares50,850 from 52,149
Change-1,299 (-2%)
Value$7.4M (-$259.6K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares50,792 from 41,085
Change+9,707 (+24%)
Value$8.2M (+$2.1M)
Filed 2026-10-27
Martin Capital Partners, LLC
INCREASED
Shares50,773 from 50,645
Change+128 (+0%)
Value$7.4M (-$50.3K)
Filed 2026-10-07
Blue Trust, Inc.
DECREASED
Shares50,728 from 54,877
Change-4,149 (-8%)
Value$7.4M (-$677.5K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares50,701 from 49,427
Change+1,274 (+3%)
Value$7.4M (+$117.8K)
Filed 2026-11-03
Leavell Investment Management, Inc.
INCREASED
Shares50,675 from 48,755
Change+1,920 (+4%)
Value$7.4M (+$212.7K)
Filed 2026-11-09
CoreCap Advisors, LLC
DECREASED
Shares50,527 from 50,646
Change-119 (0%)
Value$7.3M (-$86.0K)
Filed 2026-10-08
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares50,500 from 50,500
Change0 (0%)
Value$7.3K (-$7.4M)
Filed 2026-11-03
Financial & Tax Architects, LLC
INCREASED
Shares50,341 from 48,372
Change+1,969 (+4%)
Value$7.3M (+$220.4K)
Filed 2026-10-15
Eagle Global Advisors LLC
INCREASED
Shares50,126 from 50,123
Change+3 (+0%)
Value$7.3M (-$67.7K)
Filed 2026-11-02
SVB Wealth LLC
DECREASED
Shares49,940 from 53,875
Change-3,935 (-7%)
Value$7.3M (-$644.9K)
Filed 2026-11-06
Cincinnati Financial Corp
UNCHANGED
Shares49,900 from 49,900
Change0 (0%)
Value$7.2M (-$67.9K)
Filed 2026-11-03
Nicholas Company, Inc.
INCREASED
Shares49,868 from 46,763
Change+3,105 (+7%)
Value$7.2M (+$387.5K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares49,711 from 49,750
Change-39 (0%)
Value$7.2M (-$73.4K)
Filed 2026-10-26
Aegon Asset Management UK PLC
DECREASED
Shares49,617 from 49,655
Change-38 (0%)
Value$7.2M (-$73.1K)
Filed 2026-11-04
Goelzer Investment Management, Inc.
DECREASED
Shares49,417 from 51,364
Change-1,947 (-4%)
Value$7.2M (-$352.7K)
Filed 2026-10-16
Tema Etfs LLC
INCREASED
Shares49,405 from 48,479
Change+926 (+2%)
Value$7.2M (+$68.6K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares49,020 from 38,706
Change+10,314 (+27%)
Value$7.1M (+$1.4M)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares48,659 from 44,834
Change+3,825 (+9%)
Value$7.1M (+$494.7K)
Filed 2026-10-26
City Holding Co
DECREASED
Shares48,536 from 51,233
Change-2,697 (-5%)
Value$7.1M (-$461.5K)
Filed 2026-10-19
Eastover Investment Advisors LLC
INCREASED
Shares48,470 from 47,687
Change+783 (+2%)
Value$7.0M (+$48.9K)
Filed 2026-10-05
AMG National Trust Bank
DECREASED
Shares48,439 from 48,656
Change-217 (0%)
Value$7.0M (-$97.6K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares48,065 from 48,101
Change-36 (0%)
Value$7.0M (-$70.6K)
Filed 2026-10-27
Chemung Canal Trust Co
DECREASED
Shares47,821 from 48,099
Change-278 (-1%)
Value$6.9M (-$105.8K)
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares47,642 from 45,994
Change+1,648 (+4%)
Value$6.9M (+$176.9K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
DECREASED
Shares47,582 from 47,755
Change-173 (0%)
Value$6.9M (-$90.1K)
Filed 2026-11-05
Wespac Advisors SoCal, LLC
INCREASED
Shares47,468 from 44,135
Change+3,333 (+8%)
Value$6.9M (+$424.2K)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares47,409 from 52,096
Change-4,687 (-9%)
Value$6.9M (-$751.8K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares47,213 from 45,855
Change+1,358 (+3%)
Value$6.9M (+$134.8K)
Filed 2026-10-28
Citizens National Bank Trust Department
DECREASED
Shares46,918 from 47,242
Change-324 (-1%)
Value$6.8M (-$111.3K)
Filed 2026-11-04
Impact Capital Partners LLC
DECREASED
Shares46,845 from 46,966
Change-121 (0%)
Value$6.8M (-$81.4K)
Filed 2026-10-22
GAM Holding AG
DECREASED
Shares46,589 from 49,489
Change-2,900 (-6%)
Value$6.8M (-$488.6K)
Filed 2026-11-03
Coston, McIsaac & Partners
INCREASED
Shares46,552 from 46,307
Change+245 (+1%)
Value$6.8M (+$73.0K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
DECREASED
Shares46,380 from 46,728
Change-348 (-1%)
Value$6.7M (-$114.2K)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares46,318 from 46,189
Change+129 (+0%)
Value$6.7K (-$6.8M)
Filed 2026-10-22
Slocum, Gordon & Co LLP
DECREASED
Shares46,266 from 47,795
Change-1,529 (-3%)
Value$6.7M (-$287.1K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares46,205 from 38,279
Change+7,926 (+21%)
Value$6.7M (+$1.1M)
Filed 2026-11-04
Old National Bancorp
DECREASED
Shares45,927 from 48,386
Change-2,459 (-5%)
Value$6.7M (-$423.0K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares45,911 from 40,114
Change+5,797 (+14%)
Value$6.7M (+$787.2K)
Filed 2026-11-03
Nelson Capital Management, LLC
DECREASED
Shares45,873 from 46,778
Change-905 (-2%)
Value$6.7M (-$195.2K)
Filed 2026-11-09
JGP Wealth Management, LLC
INCREASED
Shares45,863 from 43,808
Change+2,055 (+5%)
Value$6.7M (+$238.9K)
Filed 2026-10-13
Belpointe Asset Management LLC
DECREASED
Shares45,749 from 48,859
Change-3,110 (-6%)
Value$6.6M (-$518.3K)
Filed 2026-11-09
Chesley Taft & Associates LLC
INCREASED
Shares45,431 from 45,295
Change+136 (+0%)
Value$6.6M (-$41.9K)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares45,429 from 45,531
Change-102 (0%)
Value$6.6M (-$76.7K)
Filed 2026-11-04
Monarch Capital Management Inc
DECREASED
Shares45,264 from 45,496
Change-232 (-1%)
Value$6.6M (-$95.6K)
Filed 2026-10-19
Pioneer Trust Bank N A
DECREASED
Shares45,020 from 45,192
Change-172 (0%)
Value$6.5M (-$86.4K)
Filed 2026-11-06
Financial Freedom, LLC
INCREASED
Shares44,757 from 37,971
Change+6,786 (+18%)
Value$6.5M (+$934.1K)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares44,678 from 45,548
Change-870 (-2%)
Value$6.5M (-$188.3K)
Filed 2026-11-05
Royal Fund Management, LLC
INCREASED
Shares44,629 from 42,310
Change+2,319 (+5%)
Value$6.5M (+$279.4K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares44,471 from 44,484
Change-13 (0%)
Value$6.5M (-$62.5K)
Filed 2026-10-22
First National Trust Co
DECREASED
Shares44,361 from 48,036
Change-3,675 (-8%)
Value$6.4M (-$599.2K)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
INCREASED
Shares43,976 from 40,592
Change+3,384 (+8%)
Value$6.4M (+$436.4K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares43,864 from 51,390
Change-7,526 (-15%)
Value$6.4M (-$1.2M)
Filed 2026-10-07
Crew Capital Management, Ltd
DECREASED
Shares43,822 from 43,858
Change-36 (0%)
Value$6.4M (-$64.8K)
Filed 2026-10-28
Harvey Investment Co LLC
DECREASED
Shares43,586 from 43,886
Change-300 (-1%)
Value$6.3K (-$6.4M)
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares43,370 from 40,769
Change+2,601 (+6%)
Value$6.3M (+$322.4K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares43,238 from 35,208
Change+8,030 (+23%)
Value$6.3M (+$1.1M)
Filed 2026-10-29
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares43,049 from 42,359
Change+690 (+2%)
Value$6.3M (+$42.6K)
Filed 2026-10-13
Selby Wealth Management, LLC
UNCHANGED
Shares42,977 from 42,977
Change0 (0%)
Value$6.2M (-$58.4K)
Filed 2026-10-16
Emerald Investment Advisers, LLC
INCREASED
Shares42,872 from 41,706
Change+1,166 (+3%)
Value$6.2M (+$112.7K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
INCREASED
Shares42,869 from 41,217
Change+1,652 (+4%)
Value$6.2M (+$184.1K)
Filed 2026-10-26
Hendley & Co Inc
DECREASED
Shares42,784 from 43,566
Change-782 (-2%)
Value$6.2K (-$173)
Filed 2026-10-29
Inspire Trust Co, N.A.
INCREASED
Shares42,500 from 33,000
Change+9,500 (+29%)
Value$6.2M (+$1.3M)
Filed 2026-11-05
Phoenix Financial Ltd.
INCREASED
Shares42,294 from 34,319
Change+7,975 (+23%)
Value$6.1M (+$1.1M)
Filed 2026-11-09
James Investment Research, Inc.
DECREASED
Shares42,080 from 58,604
Change-16,524 (-28%)
Value$6.1M (-$2.5M)
Filed 2026-10-22
Altrius Capital Management Inc
INCREASED
Shares41,854 from 38,851
Change+3,003 (+8%)
Value$6.1M (+$383.4K)
Filed 2026-11-05
Kesler, Norman & Wride, LLC
INCREASED
Shares41,355 from 41,233
Change+122 (+0%)
Value$6.0M (-$38.2K)
Filed 2026-11-06
Pine Valley Investments Ltd Liability Co
DECREASED
Shares41,214 from 41,979
Change-765 (-2%)
Value$6.0M (-$168.3K)
Filed 2026-11-09
Trace Wealth Advisors, LLC
INCREASED
Shares41,104 from 40,977
Change+127 (+0%)
Value$6.0M (-$37.3K)
Filed 2026-10-30
Toth Financial Advisory Corp
DECREASED
Shares41,032 from 44,114
Change-3,082 (-7%)
Value$6.0M (-$507.7K)
Filed 2026-10-08
First Premier Bank
DECREASED
Shares41,018 from 42,353
Change-1,335 (-3%)
Value$6.0K (-$251)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares40,997 from 39,289
Change+1,708 (+4%)
Value$6.0M (+$194.7K)
Filed 2026-10-15
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares40,880 from 42,696
Change-1,816 (-4%)
Value$5.9M (-$321.9K)
Filed 2026-10-14
Southland Equity Partners LLC
DECREASED
Shares40,810 from 41,347
Change-537 (-1%)
Value$5.9M (-$134.2K)
Filed 2026-10-14
Addison Capital Co
DECREASED
Shares40,470 from 43,666
Change-3,196 (-7%)
Value$5.9M (-$523.7K)
Filed 2026-11-09
Courier Capital LLC
INCREASED
Shares40,318 from 39,835
Change+483 (+1%)
Value$5.9M (+$16.1K)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares40,281 from 38,391
Change+1,890 (+5%)
Value$5.9M (+$222.4K)
Filed 2026-11-05
AlTi Global, Inc.
INCREASED
Shares39,986 from 37,438
Change+2,548 (+7%)
Value$5.8M (+$319.3K)
Filed 2026-11-09
NTV Asset Management LLC
INCREASED
Shares39,756 from 30,932
Change+8,824 (+29%)
Value$5.8M (+$1.2M)
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares39,753 from 39,606
Change+147 (+0%)
Value$5.8M (-$32.4K)
Filed 2026-10-27
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares39,636 from 39,646
Change-10 (0%)
Value$5.8M (-$55.4K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares39,449 from 39,500
Change-51 (0%)
Value$5.7M (-$61.1K)
Filed 2026-10-28
Capital City Trust Co
DECREASED
Shares39,245 from 39,495
Change-250 (-1%)
Value$5.7M (-$90.0K)
Filed 2026-10-22
Addenda Capital Inc.
UNCHANGED
Shares39,200 from 39,200
Change0 (0%)
Value$5.7M (-$53.3K)
Filed 2026-10-13
Boston Common Asset Management, LLC
INCREASED
Shares39,104 from 29,301
Change+9,803 (+33%)
Value$5.7M (+$1.4M)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares39,099 from 37,838
Change+1,261 (+3%)
Value$5.7M (+$131.7K)
Filed 2026-11-03
Chicago Capital, LLC
INCREASED
Shares39,067 from 38,954
Change+113 (+0%)
Value$5.7M (-$36.6K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares38,882 from 40,437
Change-1,555 (-4%)
Value$5.6M (-$280.9K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares38,851 from 38,164
Change+687 (+2%)
Value$5.6M (+$47.9K)
Filed 2026-10-23
Pinkerton Wealth, LLC
INCREASED
Shares38,706 from 35,719
Change+2,987 (+8%)
Value$5.6M (+$464.0K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares38,650 from 38,582
Change+68 (+0%)
Value$5.6M (-$38.5K)
Filed 2026-10-30
Lakeside Advisors, Inc.
INCREASED
Shares38,587 from 37,682
Change+905 (+2%)
Value$5.6M (+$80.3K)
Filed 2026-10-20
Ipswich Investment Management Co., Inc.
DECREASED
Shares38,558 from 38,878
Change-320 (-1%)
Value$5.6M (-$99.4K)
Filed 2026-10-13
SP Asset Management LLC
DECREASED
Shares38,377 from 39,886
Change-1,509 (-4%)
Value$5.6M (-$273.5K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares38,284 from 40,645
Change-2,361 (-6%)
Value$5.6M (-$398.3K)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares38,195 from 34,791
Change+3,404 (+10%)
Value$5.5M (+$523.7K)
Filed 2026-10-29
Hudson Capital Management LLC
INCREASED
Shares38,157 from 37,128
Change+1,029 (+3%)
Value$5.5M (+$99.0K)
Filed 2026-10-20
Ayrshire Capital Management LLC
DECREASED
Shares38,091 from 38,251
Change-160 (0%)
Value$5.5M (-$75.2K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares38,031 from 39,306
Change-1,275 (-3%)
Value$5.5M (-$238.7K)
Filed 2026-10-30
Sentinel Trust Co LBA
INCREASED
Shares38,014 from 36,415
Change+1,599 (+4%)
Value$5.5K (+$183)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED
Shares37,951 from 38,546
Change-595 (-2%)
Value$5.5M (-$138.9K)
Filed 2026-10-13
Heritage Trust Co
INCREASED
Shares37,892 from 36,964
Change+928 (+3%)
Value$5.5M (+$84.6K)
Filed 2026-11-09
Pegasus Asset Management, Inc.
INCREASED
Shares37,808 from 37,086
Change+722 (+2%)
Value$5.5M (+$54.5K)
Filed 2026-11-03
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares37,700 from 37,700
Change0 (0%)
Value$5.5M (-$51.3K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares37,498 from 36,100
Change+1,398 (+4%)
Value$5.4M (+$154.0K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
DECREASED
Shares37,492 from 38,317
Change-825 (-2%)
Value$5.4M (-$171.8K)
Filed 2026-10-29
Smithbridge Asset Management Inc
DECREASED
Shares37,479 from 37,991
Change-512 (-1%)
Value$5.4M (-$126.1K)
Filed 2026-10-19
Machina Capital S.A.S.
INCREASED
Shares37,415 from 29,381
Change+8,034 (+27%)
Value$5.4M (+$1.1M)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares37,171 from 37,709
Change-538 (-1%)
Value$5.4M (-$129.5K)
Filed 2026-10-21
Duncker Streett & Co Inc
INCREASED
Shares36,996 from 36,460
Change+536 (+1%)
Value$5.4M (+$28.4K)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
DECREASED
Shares36,551 from 36,673
Change-122 (0%)
Value$5.3M (-$67.6K)
Filed 2026-10-15
Delta Financial Advisors LLC
INCREASED
Shares36,468 from 36,294
Change+174 (+0%)
Value$5.3M (-$24.2K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares36,420 from 37,487
Change-1,067 (-3%)
Value$5.3M (-$205.9K)
Filed 2026-10-20
Bath Savings Trust Co
DECREASED
Shares36,029 from 37,206
Change-1,177 (-3%)
Value$5.2M (-$221.6K)
Filed 2026-10-07
Aspiriant, LLC
INCREASED
Shares35,898 from 30,016
Change+5,882 (+20%)
Value$5.2M (+$813.7K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares35,881 from 35,575
Change+306 (+1%)
Value$5.2M (-$3.9K)
Filed 2026-10-22
Griffith & Werner, Inc.
INCREASED
Shares35,602 from 31,769
Change+3,833 (+12%)
Value$5.2M (+$513.3K)
Filed 2026-11-04
Studio Investment Management LLC
DECREASED
Shares35,551 from 40,575
Change-5,024 (-12%)
Value$5.2M (-$785.1K)
Filed 2026-10-22
MV Capital Management, Inc.
INCREASED
Shares35,534 from 30,542
Change+4,992 (+16%)
Value$5.2M (+$683.7K)
Filed 2026-10-29
Wedmont Private Capital
INCREASED
Shares35,496 from 27,408
Change+8,088 (+30%)
Value$5.3M (+$1.3M)
Filed 2026-10-09
Columbia Asset Management
DECREASED
Shares35,440 from 36,481
Change-1,041 (-3%)
Value$5.1M (-$200.9K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares35,420 from 35,420
Change0 (0%)
Value$5.2M ($0)
Filed 2026-10-15
Independent Investors Inc
UNCHANGED
Shares35,415 from 35,415
Change0 (0%)
Value$5.1M (-$48.2K)
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares35,332 from 42,352
Change-7,020 (-17%)
Value$5.1M (-$1.1M)
Filed 2026-10-14
Asset Advisors Investment Management, LLC
DECREASED
Shares35,281 from 37,830
Change-2,549 (-7%)
Value$5.1M (-$421.7K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
INCREASED
Shares35,276 from 28,084
Change+7,192 (+26%)
Value$5.1M (+$1.0M)
Filed 2026-10-15
Benedict Financial Advisors Inc
DECREASED
Shares35,201 from 35,285
Change-84 (0%)
Value$5.1M (-$60.2K)
Filed 2026-10-07
Bill Few Associates, Inc.
INCREASED
Shares35,187 from 34,857
Change+330 (+1%)
Value$5.1M (+$455)
Filed 2026-10-09
Procyon Advisors, LLC
DECREASED
Shares35,129 from 38,353
Change-3,224 (-8%)
Value$5.1M (-$520.6K)
Filed 2026-10-21
GFS Advisors, LLC
INCREASED
Shares35,086 from 33,326
Change+1,760 (+5%)
Value$5.1M (+$5.1M)
Filed 2026-11-03
Deane Retirement Strategies, Inc.
DECREASED
Shares35,078 from 35,240
Change-162 (0%)
Value$5.1M (-$69.9K)
Filed 2026-10-09
Mill Capital Management, LLC
DECREASED
Shares35,072 from 35,311
Change-239 (-1%)
Value$5.1M (-$82.7K)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares34,786 from 34,786
Change0 (0%)
Value$5.1M (-$47.3K)
Filed 2026-10-13
Aviance Capital Partners, LLC
DECREASED
Shares34,629 from 35,662
Change-1,033 (-3%)
Value$5.0M (-$198.5K)
Filed 2026-10-29
Level Financial Advisors
INCREASED
Shares34,602 from 34,579
Change+23 (+0%)
Value$5.0M (-$43.7K)
Filed 2026-10-13
Western Wealth Management, LLC
DECREASED
Shares34,467 from 43,360
Change-8,893 (-21%)
Value$5.0M (-$1.4M)
Filed 2026-11-09
TD Private Client Wealth LLC
INCREASED
Shares34,248 from 34,027
Change+221 (+1%)
Value$5.0M (-$14.2K)
Filed 2026-10-28
Prentiss Smith & Co Inc
DECREASED
Shares33,797 from 33,824
Change-27 (0%)
Value$4.9M (-$49.9K)
Filed 2026-10-27
Atwater Malick LLC
DECREASED
Shares33,723 from 34,884
Change-1,161 (-3%)
Value$4.9M (-$216.1K)
Filed 2026-10-15
NovaPoint Capital, LLC
DECREASED
Shares33,676 from 33,681
Change-5 (0%)
Value$4.9M (-$46.5K)
Filed 2026-10-22
Thrive Capital Management, LLC
DECREASED
Shares33,552 from 33,649
Change-97 (0%)
Value$4.9M (-$59.9K)
Filed 2026-10-28
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares33,232 from 32,047
Change+1,185 (+4%)
Value$4.8M (+$128.6K)
Filed 2026-10-21
Petredis Investment Advisors LLC
INCREASED
Shares32,964 from 32,734
Change+230 (+1%)
Value$4.8M (-$11.1K)
Filed 2026-10-20
Evergreen Capital Management LLC
DECREASED
Shares32,919 from 39,585
Change-6,666 (-17%)
Value$4.8M (-$1.0M)
Filed 2026-10-23
Adams Asset Advisors, LLC
INCREASED
Shares32,840 from 29,909
Change+2,931 (+10%)
Value$4.8M (+$385.1K)
Filed 2026-10-08
Stenger Family Office, LLC
INCREASED
Shares32,825 from 30,818
Change+2,007 (+7%)
Value$5.0M (+$504.4K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares32,804 from 34,310
Change-1,506 (-4%)
Value$4.8M (-$265.5K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares32,712 from 32,389
Change+323 (+1%)
Value$4.8M (+$2.9K)
Filed 2026-10-19
AGF Management LTD
INCREASED
Shares32,562 from 29,607
Change+2,955 (+10%)
Value$4.7M (+$389.0K)
Filed 2026-11-03
Brookmont Capital Management
INCREASED
Shares32,483 from 24,174
Change+8,309 (+34%)
Value$4.7M (+$1.2M)
Filed 2026-10-23
RIA Advisory Group LLC
DECREASED
Shares32,442 from 45,569
Change-13,127 (-29%)
Value$4.7M (-$2.0M)
Filed 2026-10-15
Jessup Wealth Management, Inc
INCREASED
Shares32,351 from 31,799
Change+552 (+2%)
Value$4.7M (+$36.9K)
Filed 2026-10-20
Hollow Brook Wealth Management LLC
DECREASED
Shares32,294 from 66,592
Change-34,298 (-51%)
Value$4.7M (-$5.1M)
Filed 2026-10-29
Valley Wealth Managers, Inc.
INCREASED
Shares32,291 from 31,755
Change+536 (+2%)
Value$4.7M (+$34.7K)
Filed 2026-10-09
Sigma Investment Counselors Inc
INCREASED
Shares32,183 from 29,688
Change+2,495 (+8%)
Value$4.7M (+$322.2K)
Filed 2026-10-27
New Hampshire Trust
INCREASED
Shares32,127 from 32,115
Change+12 (+0%)
Value$4.7M (-$41.9K)
Filed 2026-10-20
Chatham Capital Group, Inc.
INCREASED
Shares32,022 from 31,907
Change+115 (+0%)
Value$4.7M (-$26.7K)
Filed 2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED
Shares31,830 from 31,880
Change-50 (0%)
Value$4.6M (-$50.6K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares31,801 from 31,568
Change+233 (+1%)
Value$4.6M (-$9.0K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
DECREASED
Shares31,698 from 31,848
Change-150 (0%)
Value$4.6M (-$65.1K)
Filed 2026-11-02
Greystone Financial Group, LLC
INCREASED
Shares31,624 from 31,416
Change+208 (+1%)
Value$4.6M (-$12.4K)
Filed 2026-10-26
Pavion Blue Capital, LLC
DECREASED
Shares31,548 from 31,664
Change-116 (0%)
Value$4.6M (-$206.6K)
Filed 2026-11-05
Signet Investment Advisory Group, Inc.
INCREASED
Shares31,469 from 30,559
Change+910 (+3%)
Value$4.6M (+$90.6K)
Filed 2026-10-30
Nations Financial Group Inc,
DECREASED
Shares31,428 from 31,570
Change-142 (0%)
Value$4.6M (-$63.5K)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares31,230 from 30,936
Change+294 (+1%)
Value$4.5M (+$695)
Filed 2026-10-14
HighPoint Advisor Group LLC
INCREASED
Shares31,213 from 29,871
Change+1,342 (+4%)
Value$4.5M (+$154.2K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
INCREASED
Shares31,184 from 29,844
Change+1,340 (+4%)
Value$4.5M (+$154.0K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares31,056 from 20,251
Change+10,805 (+53%)
Value$4.5M (+$1.5M)
Filed 2026-10-26
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares30,940 from 30,930
Change+10 (+0%)
Value$4.5M (-$145.1K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares30,909 from 30,532
Change+377 (+1%)
Value$4.5M (+$13.3K)
Filed 2026-10-23
Atlas Brown,Inc.
INCREASED
Shares30,889 from 30,812
Change+77 (+0%)
Value$4.5M (-$30.7K)
Filed 2026-10-09
KPP Advisory Services LLC
DECREASED
Shares30,734 from 31,853
Change-1,119 (-4%)
Value$4.5M (-$206.0K)
Filed 2026-10-26
Juno Financial Group LLC
INCREASED
Shares30,728 from 29,565
Change+1,163 (+4%)
Value$4.5M (+$128.7K)
Filed 2026-10-27
Everhart Financial Group, Inc.
DECREASED
Shares30,585 from 31,401
Change-816 (-3%)
Value$4.4M (-$161.3K)
Filed 2026-10-08
Bdf-Gestion
DECREASED
Shares30,542 from 34,416
Change-3,874 (-11%)
Value$4.4M (+$2.6M)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares30,360 from 24,836
Change+5,524 (+22%)
Value$4.5M (+$694.0K)
Filed 2026-10-08
Chronos Wealth Management, LLC
DECREASED
Shares30,251 from 31,169
Change-918 (-3%)
Value$4.4M (-$175.8K)
Filed 2026-10-20
Roberts Wealth Advisors, LLC
INCREASED
Shares30,213 from 29,937
Change+276 (+1%)
Value$4.4M (-$618)
Filed 2026-10-14
Advanced Asset Management Advisors Inc
UNCHANGED
Shares29,944 from 29,944
Change0 (0%)
Value$4.4M (-$40.7K)
Filed 2026-10-20
Essex Bank
DECREASED
Shares29,722 from 30,358
Change-636 (-2%)
Value$4.3M (-$133.7K)
Filed 2026-10-16
Peregrine Asset Advisers, Inc.
INCREASED
Shares29,667 from 12,006
Change+17,661 (+147%)
Value$4.3M (+$2.5M)
Filed 2026-11-09
Gateway Investment Advisers LLC
INCREASED
Shares29,623 from 18,183
Change+11,440 (+63%)
Value$4.3M (+$1.6M)
Filed 2026-10-13
Ardent Capital Management, Inc.
DECREASED
Shares29,612 from 29,813
Change-201 (-1%)
Value$4.3M (-$69.7K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares29,607 from 35,296
Change-5,689 (-16%)
Value$4.3M (-$874.5K)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares29,592 from 31,402
Change-1,810 (-6%)
Value$4.3M (-$305.7K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares29,565 from 29,925
Change-360 (-1%)
Value$4.3M (-$93.0K)
Filed 2026-10-08
Plimoth Trust Co LLC
DECREASED
Shares29,550 from 32,143
Change-2,593 (-8%)
Value$4.3M (-$420.4K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
INCREASED
Shares29,546 from 28,475
Change+1,071 (+4%)
Value$4.3M (+$116.8K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares29,529 from 28,198
Change+1,331 (+5%)
Value$4.4M (+$112.9K)
Filed 2026-10-19
Aull & Monroe Investment Management Corp
DECREASED
Shares29,302 from 29,312
Change-10 (0%)
Value$4.3M (-$41.3K)
Filed 2026-10-16
Knights of Columbus Asset Advisors LLC
DECREASED
Shares29,221 from 46,206
Change-16,985 (-37%)
Value$4.2M (-$2.5M)
Filed 2026-11-05
Searle & Co.
DECREASED
Shares29,175 from 31,175
Change-2,000 (-6%)
Value$4.2M (-$333.0K)
Filed 2026-11-04
Family Legacy, Inc.
INCREASED
Shares28,929 from 28,296
Change+633 (+2%)
Value$4.2M (+$53.5K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares28,861 from 28,861
Change0 (0%)
Value$4.2M (-$39.3K)
Filed 2026-10-22
Westhampton Capital, LLC
DECREASED
Shares28,617 from 29,892
Change-1,275 (-4%)
Value$4.2M (-$225.9K)
Filed 2026-10-30
Capital Asset Advisory Services LLC
DECREASED
Shares28,564 from 36,461
Change-7,897 (-22%)
Value$4.7M (-$617.2K)
Filed 2026-10-30
Investmark Advisory Group LLC
INCREASED
Shares28,538 from 26,731
Change+1,807 (+7%)
Value$4.1M (+$226.3K)
Filed 2026-10-27
Portfolio Design Labs, LLC
INCREASED
Shares28,410 from 27,324
Change+1,086 (+4%)
Value$4.1M (+$120.6K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares28,369 from 26,778
Change+1,591 (+6%)
Value$4.1M (+$194.8K)
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED
Shares28,325 from 28,275
Change+50 (+0%)
Value$4.1M (-$31.2K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares28,322 from 32,732
Change-4,410 (-13%)
Value$4.1M (-$685.2K)
Filed 2026-10-13
Finer Wealth Management, Inc.
INCREASED
Shares28,115 from 26,805
Change+1,310 (+5%)
Value$4.1M (+$153.8K)
Filed 2026-10-16
Texas Bank & Trust Co
INCREASED
Shares27,858 from 27,795
Change+63 (+0%)
Value$4.0M (-$28.6K)
Filed 2026-11-04
Cordatus Wealth Management LLC
DECREASED
Shares27,835 from 28,001
Change-166 (-1%)
Value$4.0M (-$62.2K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares27,731 from 27,270
Change+461 (+2%)
Value$4.4M (+$302.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares27,731 from 27,270
Change+461 (+2%)
Value$4.4M (+$302.9K)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares27,674 from 27,262
Change+412 (+2%)
Value$4.0M (+$22.8K)
Filed 2026-11-02
Peoples Financial Services Corp.
DECREASED
Shares27,597 from 27,911
Change-314 (-1%)
Value$4.0M (-$83.6K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares27,588 from 27,645
Change-57 (0%)
Value$4.0M (-$45.9K)
Filed 2026-11-05
Geneos Wealth Management Inc.
INCREASED
Shares27,522 from 24,265
Change+3,257 (+13%)
Value$4.0M (+$440.1K)
Filed 2026-11-09
Kathmere Capital Management, LLC
INCREASED
Shares27,515 from 24,055
Change+3,460 (+14%)
Value$4.0M (+$469.9K)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares27,436 from 33,998
Change-6,562 (-19%)
Value$4.0M (-$999.6K)
Filed 2026-10-22
Rockline Wealth Management, LLC
DECREASED
Shares27,431 from 28,180
Change-749 (-3%)
Value$4.0M (-$147.1K)
Filed 2026-10-26
PCA Investment Advisory Services Inc.
INCREASED
Shares27,410 from 26,314
Change+1,096 (+4%)
Value$4.0M (+$123.4K)
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares27,388 from 21,995
Change+5,393 (+25%)
Value$4.0M (+$753.6K)
Filed 2026-10-06
Physicians Financial Services, Inc.
DECREASED
Shares27,332 from 27,549
Change-217 (-1%)
Value$4.0K (-$4.0M)
Filed 2026-11-04
Crystal Rock Capital Management
UNCHANGED
Shares27,300 from 27,300
Change0 (0%)
Value$4.0M (-$37.1K)
Filed 2026-10-28
Beaton Management Co. Inc.
DECREASED
Shares27,231 from 27,896
Change-665 (-2%)
Value$4.0K (-$4.1M)
Filed 2026-11-09
BCS Private Wealth Management, Inc.
DECREASED
Shares27,075 from 27,536
Change-461 (-2%)
Value$3.9M (-$104.4K)
Filed 2026-11-09
Inspirion Wealth Advisors, LLC
INCREASED
Shares27,062 from 27,036
Change+26 (+0%)
Value$3.9M (-$54.3K)
Filed 2026-10-09
B.A. Schrock Wealth Management, Inc.
NEW
Shares27,038
Change+27,038
Value$3.9M
Filed 2026-10-15
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$3.9M (-$36.7K)
Filed 2026-11-06
Jacobs & Co
DECREASED
Shares26,994 from 27,281
Change-287 (-1%)
Value$3.9K (-$79)
Filed 2026-10-09
Synergy Asset Management, LLC
INCREASED
Shares26,889 from 12,939
Change+13,950 (+108%)
Value$3.9M (+$2.0M)
Filed 2026-11-05
Kentucky Trust Co
DECREASED
Shares26,882 from 27,057
Change-175 (-1%)
Value$3.9M (-$62.2K)
Filed 2026-10-15
KWB Wealth
INCREASED
Shares26,803 from 25,787
Change+1,016 (+4%)
Value$3.9M (+$112.5K)
Filed 2026-10-16
Mccarter Private Wealth Services LLC
DECREASED
Shares26,799 from 26,800
Change-1 (0%)
Value$3.9M (-$36.6K)
Filed 2026-10-22
R.H. Investment Group, LLC
INCREASED
Shares26,682 from 26,086
Change+596 (+2%)
Value$3.9M (+$51.1K)
Filed 2026-11-09
Norden Group LLC
INCREASED
Shares26,668 from 22,852
Change+3,816 (+17%)
Value$3.9M (+$523.4K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares26,638 from 25,247
Change+1,391 (+6%)
Value$3.9M (+$167.6K)
Filed 2026-11-02
Strong Tower Advisory Services
INCREASED
Shares26,591 from 26,332
Change+259 (+1%)
Value$3.9M (+$1.8K)
Filed 2026-10-13
Fortis Capital Advisors, LLC
INCREASED
Shares26,549 from 26,150
Change+399 (+2%)
Value$3.9M (+$22.4K)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares26,509 from 25,179
Change+1,330 (+5%)
Value$3.9M (+$159.1K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares26,435 from 28,188
Change-1,753 (-6%)
Value$3.8M (-$293.0K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares26,363 from 25,299
Change+1,064 (+4%)
Value$3.8M (+$120.1K)
Filed 2026-10-13
Foyston, Gordon & Payne Inc
INCREASED
Shares26,309 from 25,749
Change+560 (+2%)
Value$3.8M (-$33.7K)
Filed 2026-11-02
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares26,220 from 26,217
Change+3 (+0%)
Value$3.8M (-$35.2K)
Filed 2026-10-16
Radnor Capital Management, LLC
INCREASED
Shares26,202 from 26,052
Change+150 (+1%)
Value$3.8M (-$13.6K)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares26,199 from 26,058
Change+141 (+1%)
Value$3.8M (-$14.9K)
Filed 2026-11-02
Montecito Bank & Trust
DECREASED
Shares26,176 from 26,376
Change-200 (-1%)
Value$3.8M (-$64.9K)
Filed 2026-10-01
Encompass More Asset Management
INCREASED
Shares26,046 from 5,402
Change+20,644 (+382%)
Value$3.8M (+$3.0M)
Filed 2026-10-16
Cohen Investment Advisors LLC
INCREASED
Shares25,979 from 25,740
Change+239 (+1%)
Value$3.8M (-$285)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares25,927 from 32,308
Change-6,381 (-20%)
Value$3.8M (-$971.1K)
Filed 2026-10-27
Brown Shipley& Co Ltd
DECREASED
Shares25,844 from 33,231
Change-7,387 (-22%)
Value$3.8M (-$1.1M)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED
Shares25,824 from 25,349
Change+475 (+2%)
Value$3.8M (+$34.5K)
Filed 2026-10-30
Tritonpoint Wealth, LLC
DECREASED
Shares25,787 from 25,996
Change-209 (-1%)
Value$3.7M (-$65.7K)
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
INCREASED
Shares25,535 from 24,422
Change+1,113 (+5%)
Value$3.7M (+$128.5K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares25,505 from 28,368
Change-2,863 (-10%)
Value$3.7M (-$454.5K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares25,497 from 23,716
Change+1,781 (+8%)
Value$3.7M (+$226.6K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares25,398 from 24,523
Change+875 (+4%)
Value$3.7M (+$93.8K)
Filed 2026-10-13
Boit C F David
UNCHANGED
Shares25,274 from 25,274
Change0 (0%)
Value$3.7M (-$34.4K)
Filed 2026-10-29
Kampmann Melissa S.
DECREASED
Shares25,247 from 25,652
Change-405 (-2%)
Value$3.7M (-$93.7K)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares25,224 from 24,655
Change+569 (+2%)
Value$3.7M (+$49.0K)
Filed 2026-10-22
Cornerstone Planning, LLC
INCREASED
Shares25,213 from 25,077
Change+136 (+1%)
Value$3.7M (+$11.0K)
Filed 2026-10-27
Biltmore Family Office, LLC
INCREASED
Shares25,189 from 25,105
Change+84 (+0%)
Value$3.7M (-$21.9K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares25,097 from 24,006
Change+1,091 (+5%)
Value$3.6M (+$125.9K)
Filed 2026-10-07
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares25,002 from 25,277
Change-275 (-1%)
Value$3.6M (-$74.3K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares24,988 from 25,113
Change-125 (0%)
Value$3.6M (-$52.3K)
Filed 2026-10-13
Chapin Davis, Inc.
INCREASED
Shares24,900 from 24,253
Change+647 (+3%)
Value$3.6M (+$61.2K)
Filed 2026-10-09
Auto-Owners Insurance Co
UNCHANGED
Shares24,769 from 24,769
Change0 (0%)
Value$3.6M (-$33.7K)
Filed 2026-10-15
Future Financial Wealth Managment LLC
DECREASED
Shares24,737 from 24,888
Change-151 (-1%)
Value$3.6M (-$64.0K)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED
Shares24,615 from 25,308
Change-693 (-3%)
Value$3.6M (-$135.0K)
Filed 2026-11-03
Quilter Plc
INCREASED
Shares24,559 from 22,998
Change+1,561 (+7%)
Value$3.6M (+$195.5K)
Filed 2026-10-21
Shrier Wealth Management, LLC
DECREASED
Shares24,537 from 28,080
Change-3,543 (-13%)
Value$3.6M (-$552.9K)
Filed 2026-10-20
Patten & Patten Inc
DECREASED
Shares24,400 from 24,701
Change-301 (-1%)
Value$3.5M (-$77.3K)
Filed 2026-10-26
Pictet North America Advisors SA
INCREASED
Shares24,385 from 20,046
Change+4,339 (+22%)
Value$3.5M (+$603.1K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares24,323 from 25,937
Change-1,614 (-6%)
Value$3.5M (-$269.7K)
Filed 2026-10-27
Wescott Financial Advisory Group, LLC
INCREASED
Shares24,198 from 23,952
Change+246 (+1%)
Value$3.5M (+$3.2K)
Filed 2026-11-09
Jericho Financial, LLP
INCREASED
Shares24,195 from 23,794
Change+401 (+2%)
Value$3.5M (+$25.8K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares24,194 from 25,877
Change-1,683 (-6%)
Value$3.5M (-$279.7K)
Filed 2026-10-30
Heck Capital Advisors, LLC
INCREASED
Shares24,151 from 23,948
Change+203 (+1%)
Value$3.5M (-$3.1K)
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares24,126 from 23,024
Change+1,102 (+5%)
Value$3.5M (+$128.7K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares24,063 from 36,571
Change-12,508 (-34%)
Value$3.5M (-$1.9M)
Filed 2026-10-16
Schnieders Capital Management, Llc.
DECREASED
Shares24,043 from 24,256
Change-213 (-1%)
Value$3.5M (-$63.9K)
Filed 2026-11-09
Frank, Rimerman Advisors LLC
DECREASED
Shares23,952 from 25,127
Change-1,175 (-5%)
Value$3.5M (-$204.9K)
Filed 2026-10-16
Brady Family Wealth, LLC
DECREASED
Shares23,878 from 25,567
Change-1,689 (-7%)
Value$3.5M (-$280.2K)
Filed 2026-11-02
Dmkc Advisory Services, LLC
INCREASED
Shares23,837 from 22,728
Change+1,109 (+5%)
Value$3.5M (+$130.3K)
Filed 2026-11-04
Delta Capital Management LLC
INCREASED
Shares23,770 from 22,230
Change+1,540 (+7%)
Value$3.5K (+$193)
Filed 2026-10-16
Stiles Financial Services Inc
DECREASED
Shares23,770 from 23,789
Change-19 (0%)
Value$3.5M (-$35.2K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares23,752 from 23,892
Change-140 (-1%)
Value$3.5M (-$52.8K)
Filed 2026-10-30
Moneco Advisors, LLC
DECREASED
Shares23,750 from 24,541
Change-791 (-3%)
Value$3.5M (-$148.3K)
Filed 2026-11-05
Curbstone Financial Management Corp
INCREASED
Shares23,690 from 23,590
Change+100 (+0%)
Value$3.4M (-$17.6K)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares23,675 from 15,858
Change+7,817 (+49%)
Value$3.6M (+$1.3M)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares23,661 from 23,153
Change+508 (+2%)
Value$3.4M (+$42.3K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
DECREASED
Shares23,602 from 24,265
Change-663 (-3%)
Value$3.4M (-$129.4K)
Filed 2026-10-13
Financial Advisory Partners, LLC
DECREASED
Shares23,532 from 23,651
Change-119 (0%)
Value$3.4M (-$49.6K)
Filed 2026-10-23
Secure Asset Management, LLC
INCREASED
Shares23,444 from 22,006
Change+1,438 (+7%)
Value$3.4M (+$178.9K)
Filed 2026-10-19
Arete Wealth Advisors, LLC
INCREASED
Shares23,325 from 21,918
Change+1,407 (+6%)
Value$3.4M (+$180.3K)
Filed 2026-11-09
First Bancorp, Inc
DECREASED
Shares23,321 from 23,586
Change-265 (-1%)
Value$3.4M (-$70.6K)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares23,298 from 23,445
Change-147 (-1%)
Value$3.4M (-$53.4K)
Filed 2026-11-04
Somerset Trust Co
DECREASED
Shares23,298 from 23,327
Change-29 (0%)
Value$3.4M (-$35.9K)
Filed 2026-10-13
Cypress Asset Management Inc
DECREASED
Shares23,264 from 23,662
Change-398 (-2%)
Value$3.4M (-$90.0K)
Filed 2026-10-09
Adirondack Trust Co
DECREASED
Shares23,228 from 25,627
Change-2,399 (-9%)
Value$3.4M (-$383.4K)
Filed 2026-10-14
Trust Point Inc.
INCREASED
Shares23,168 from 22,165
Change+1,003 (+5%)
Value$3.4M (+$115.6K)
Filed 2026-10-27
Exchange Bank
DECREASED
Shares23,159 from 23,182
Change-23 (0%)
Value$3.4M (-$34.9K)
Filed 2026-10-07
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares23,158 from 22,413
Change+745 (+3%)
Value$3.4M (+$77.7K)
Filed 2026-10-14
Oak Asset Management, LLC
INCREASED
Shares23,106 from 22,530
Change+576 (+3%)
Value$3.4M (+$53.1K)
Filed 2026-10-13
CMH Wealth Management LLC
DECREASED
Shares23,012 from 23,462
Change-450 (-2%)
Value$3.3M (-$97.3K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares22,979 from 19,689
Change+3,290 (+17%)
Value$3.6M (+$709.8K)
Filed 2026-10-15
Iowa State Bank
DECREASED
Shares22,860 from 23,837
Change-977 (-4%)
Value$3.3M (-$174.4K)
Filed 2026-10-06
RKL Wealth Management LLC
INCREASED
Shares22,834 from 22,215
Change+619 (+3%)
Value$3.3M (+$59.7K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares22,739 from 22,983
Change-244 (-1%)
Value$3.3M (-$66.7K)
Filed 2026-10-16
Bull Street Advisors, LLC
INCREASED
Shares22,728 from 22,548
Change+180 (+1%)
Value$3.3K (-$3.3M)
Filed 2026-10-20
1834 Investment Advisors Co
INCREASED
Shares22,714 from 22,141
Change+573 (+3%)
Value$3.3M (+$53.1K)
Filed 2026-10-16
Southern Capital Advisors, LLC
DECREASED
Shares22,712 from 22,847
Change-135 (-1%)
Value$3.3M (-$50.7K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares22,698 from 19,992
Change+2,706 (+14%)
Value$3.3M (+$320.0K)
Filed 2026-11-02
Ridgecrest Wealth Partners, LLC
INCREASED
Shares22,626 from 22,493
Change+133 (+1%)
Value$3.3M (-$11.3K)
Filed 2026-10-19
Morton Capital Management LLC
DECREASED
Shares22,554 from 22,608
Change-54 (0%)
Value$3.3M (-$38.5K)
Filed 2026-10-23
Advisor OS, LLC
DECREASED
Shares22,527 from 27,169
Change-4,642 (-17%)
Value$3.3M (-$711.4K)
Filed 2026-11-03
Mechanics Bank Trust Department
DECREASED
Shares22,520 from 30,336
Change-7,816 (-26%)
Value$3.3M (-$1.2M)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares22,499 from 22,689
Change-190 (-1%)
Value$3.5M (+$184.2K)
Filed 2026-10-22
Concord Asset Management, LLC
INCREASED
Shares22,415 from 21,941
Change+474 (+2%)
Value$3.3M (+$39.1K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares22,363 from 26,213
Change-3,850 (-15%)
Value$3.2M (-$595.1K)
Filed 2026-11-03
Old Second National Bank of Aurora
INCREASED
Shares22,275 from 19,873
Change+2,402 (+12%)
Value$3.2M (+$321.9K)
Filed 2026-10-22
Waldron Private Wealth LLC
DECREASED
Shares22,269 from 25,030
Change-2,761 (-11%)
Value$3.2M (-$435.2K)
Filed 2026-11-02
Brown Miller Wealth Management, LLC
INCREASED
Shares22,205 from 22,189
Change+16 (+0%)
Value$3.2M (-$27.9K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
DECREASED
Shares22,178 from 22,466
Change-288 (-1%)
Value$3.2M (-$72.4K)
Filed 2026-10-21
Platform Technology Partners
DECREASED
Shares22,148 from 23,172
Change-1,024 (-4%)
Value$3.2M (-$180.2K)
Filed 2026-11-02
Fulton Bank, N.A.
DECREASED
Shares22,043 from 22,234
Change-191 (-1%)
Value$3.2M (-$58.0K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares21,972 from 19,855
Change+2,117 (+11%)
Value$3.2M (+$280.6K)
Filed 2026-11-05
Northside Capital Management, LLC
DECREASED
Shares21,972 from 22,471
Change-499 (-2%)
Value$3.2M (-$103.1K)
Filed 2026-10-13
Barr E S & Co
DECREASED
Shares21,966 from 22,141
Change-175 (-1%)
Value$3.2M (-$55.5K)
Filed 2026-11-06
Inscription Capital, LLC
DECREASED
Shares21,961 from 63,595
Change-41,634 (-65%)
Value$3.2M (-$6.1M)
Filed 2026-11-02
Burling Wealth Partners, LLC
DECREASED
Shares21,951 from 24,236
Change-2,285 (-9%)
Value$3.2M (-$364.9K)
Filed 2026-11-09
Herold Advisors, Inc.
DECREASED
Shares21,844 from 22,951
Change-1,107 (-5%)
Value$3.2M (-$185.7K)
Filed 2026-10-19
Roman Butler Fullerton & Co
DECREASED
Shares21,843 from 21,876
Change-33 (0%)
Value$3.4M (+$198.6K)
Filed 2026-10-27
JAG Capital Management, LLC
DECREASED
Shares21,819 from 22,165
Change-346 (-2%)
Value$3.2M (-$80.3K)
Filed 2026-11-06
St. Clair Advisors, LLC
INCREASED
Shares21,760 from 21,741
Change+19 (+0%)
Value$3.2M (-$26.8K)
Filed 2026-10-13
Cigna Investments Inc
DECREASED
Shares21,744 from 22,005
Change-261 (-1%)
Value$3.2K (-$3.2M)
Filed 2026-10-19
Catalyst Financial Partners LLC
DECREASED
Shares21,730 from 21,964
Change-234 (-1%)
Value$3.2M (-$63.9K)
Filed 2026-11-06
Private Wealth Partners, LLC
DECREASED
Shares21,711 from 21,782
Change-71 (0%)
Value$3.2M (-$39.9K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares21,604 from 25,298
Change-3,694 (-15%)
Value$3.1M (-$571.0K)
Filed 2026-10-28
First National Bank & Trust Co of Newtown
DECREASED
Shares21,592 from 22,175
Change-583 (-3%)
Value$3.5M (+$284.6K)
Filed 2026-11-09
Rydar Equities, Inc.
DECREASED
Shares21,495 from 21,625
Change-130 (-1%)
Value$3.2M (-$39.0K)
Filed 2026-10-13
Atwood & Palmer Inc
INCREASED
Shares21,467 from 20,292
Change+1,175 (+6%)
Value$3.1M (+$143.1K)
Filed 2026-10-08
PFC Capital Group, Inc.
DECREASED
Shares21,282 from 21,283
Change-1 (0%)
Value$3.1M (-$28.2K)
Filed 2026-11-06
U S Wealth Group, Llc.
DECREASED
Shares21,259 from 21,274
Change-15 (0%)
Value$3.1M (-$31.1K)
Filed 2026-11-09
First Community Trust NA
DECREASED
Shares21,120 from 21,426
Change-306 (-1%)
Value$3.1M (-$73.6K)
Filed 2026-10-07
Norway Savings Bank
INCREASED
Shares20,974 from 20,356
Change+618 (+3%)
Value$3.0M (+$62.1K)
Filed 2026-10-20
Hanson & Doremus Investment Management
DECREASED
Shares20,966 from 21,210
Change-244 (-1%)
Value$3.0K (-$3.1M)
Filed 2026-10-16
Cullen Investment Group, Ltd.
DECREASED
Shares20,959 from 21,951
Change-992 (-5%)
Value$3.2M (-$7.9K)
Filed 2026-10-13
Lynx Capital Group LTD
INCREASED
Shares20,919 from 20,900
Change+19 (+0%)
Value$3.0M (-$25.8K)
Filed 2026-11-04
Old Mission Investment Co LLC
DECREASED
Shares20,903 from 21,024
Change-121 (-1%)
Value$3.0M (-$46.1K)
Filed 2026-10-22
G&S Capital LLC
INCREASED
Shares20,867 from 13,166
Change+7,701 (+58%)
Value$3.0M (+$1.1M)
Filed 2026-10-23
Natural Investments, LLC
DECREASED
Shares20,866 from 23,677
Change-2,811 (-12%)
Value$3.0M (-$439.5K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares20,814 from 21,023
Change-209 (-1%)
Value$3.0M (-$58.9K)
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares20,772 from 21,371
Change-599 (-3%)
Value$3.0M (-$116.0K)
Filed 2026-11-04
Ballast, Inc.
INCREASED
Shares20,672 from 19,969
Change+703 (+4%)
Value$3.0M (+$75.0K)
Filed 2026-10-20
Insight Inv LLC
INCREASED
Shares20,551 from 16,496
Change+4,055 (+25%)
Value$3.0M (+$566.7K)
Filed 2026-10-27
Lighthouse Financial Services Inc
INCREASED
Shares20,460 from 20,233
Change+227 (+1%)
Value$3.0M (-$10.5K)
Filed 2026-11-02
King Wealth Management Group
UNCHANGED
Shares20,453 from 20,453
Change0 (0%)
Value$3.0K (-$3.0M)
Filed 2026-11-09
ANB Bank
INCREASED
Shares20,443 from 20,359
Change+84 (+0%)
Value$3.0M (-$15.5K)
Filed 2026-10-09
Northcape Wealth Management, LLC
DECREASED
Shares20,374 from 20,743
Change-369 (-2%)
Value$3.0M (-$81.9K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares20,323 from 19,990
Change+333 (+2%)
Value$3.3M (+$317.7K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares20,323 from 20,035
Change+288 (+1%)
Value$3.0M (+$14.6K)
Filed 2026-10-08
Mystic Asset Management, Inc.
INCREASED
Shares20,308 from 20,179
Change+129 (+1%)
Value$3.0M (-$8.7K)
Filed 2026-10-15
Columbia Bank
INCREASED
Shares20,264 from 19,375
Change+889 (+5%)
Value$2.9M (+$102.8K)
Filed 2026-10-29
Econ Financial Services Corp
NEW
Shares20,262
Change+20,262
Value$2.9M
Filed 2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares20,200 from 20,200
Change0 (0%)
Value$2.9M (-$27.5K)
Filed 2026-11-03
Princeton Global Asset Management LLC
INCREASED
Shares20,195 from 20,111
Change+84 (+0%)
Value$2.9M (-$15.2K)
Filed 2026-10-21
Crescent Sterling, Ltd.
INCREASED
Shares20,173 from 19,886
Change+287 (+1%)
Value$2.9M (+$14.7K)
Filed 2026-10-16
McCarley & Cook Financial Planners
DECREASED
Shares20,138 from 25,813
Change-5,675 (-22%)
Value$2.9M (-$859.6K)
Filed 2026-10-21
Pittenger & Anderson Inc
DECREASED
Shares20,099 from 21,464
Change-1,365 (-6%)
Value$2.9M (-$227.5K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares20,089 from 13,617
Change+6,472 (+48%)
Value$2.9K (-$2.0M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares20,049 from 20,021
Change+28 (+0%)
Value$2.9M (-$23.3K)
Filed 2026-10-16
Sava Infond d.o.o.
UNCHANGED
Shares20,022 from 20,022
Change0 (0%)
Value$2.9M (-$27.2K)
Filed 2026-10-28
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares19,928 from 20,010
Change-82 (0%)
Value$2.9M (-$39.1K)
Filed 2026-10-16
Cooper Financial Group
INCREASED
Shares19,897 from 19,829
Change+68 (+0%)
Value$2.9M (-$17.1K)
Filed 2026-10-07
Bank Pictet & Cie (Europe) AG
DECREASED
Shares19,867 from 29,678
Change-9,811 (-33%)
Value$2.9M (-$1.5M)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares19,858 from 19,891
Change-33 (0%)
Value$2.9M (-$31.9K)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares19,818 from 14,585
Change+5,233 (+36%)
Value$2.9M (+$800.7K)
Filed 2026-10-28
Congress Asset Management Co
DECREASED
Shares19,816 from 20,417
Change-601 (-3%)
Value$2.9M (-$115.2K)
Filed 2026-10-06
Aprio Wealth Management, LLC
DECREASED
Shares19,806 from 20,742
Change-936 (-5%)
Value$2.9M (-$164.2K)
Filed 2026-10-28
Kimelman & Baird, LLC
UNCHANGED
Shares19,804 from 19,804
Change0 (0%)
Value$2.9M (-$26.9K)
Filed 2026-11-03
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares19,785 from 19,897
Change-112 (-1%)
Value$2.9M (-$43.3K)
Filed 2026-10-07
Romano Brothers and Company
DECREASED
Shares19,720 from 20,087
Change-367 (-2%)
Value$2.9M (-$80.7K)
Filed 2026-10-22
RED Cedar Investment Management, LLC
UNCHANGED
Shares19,523 from 19,523
Change0 (0%)
Value$2.8M (-$26.6K)
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares19,472 from 20,098
Change-626 (-3%)
Value$2.8M (-$118.3K)
Filed 2026-10-29
United Asset Strategies, Inc.
INCREASED
Shares19,453 from 18,834
Change+619 (+3%)
Value$2.8M (+$64.4K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
DECREASED
Shares19,412 from 21,243
Change-1,831 (-9%)
Value$2.8M (-$294.9K)
Filed 2026-10-20
Marino, Stram & Associates LLC
INCREASED
Shares19,373 from 18,369
Change+1,004 (+5%)
Value$2.8M (+$120.9K)
Filed 2026-10-22
Hudock, Inc.
DECREASED
Shares19,372 from 19,445
Change-73 (0%)
Value$2.8M (-$37.0K)
Filed 2026-10-14
Aries Wealth Management
DECREASED
Shares19,367 from 20,088
Change-721 (-4%)
Value$2.8M (-$132.1K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares19,351 from 21,926
Change-2,575 (-12%)
Value$2.8M (-$334.9K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares19,346 from 12,108
Change+7,238 (+60%)
Value$2.8M (+$1.0M)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
DECREASED
Shares19,267 from 19,861
Change-594 (-3%)
Value$2.8M (-$113.3K)
Filed 2026-10-26
Hoertkorn Richard Charles
DECREASED
Shares19,237 from 19,362
Change-125 (-1%)
Value$2.8M (-$44.5K)
Filed 2026-11-04
Infinity Wealth Counsel, LLC
INCREASED
Shares19,210 from 14,568
Change+4,642 (+32%)
Value$2.8M (+$654.6K)
Filed 2026-10-15
Gables Capital Management Inc.
DECREASED
Shares19,171 from 19,671
Change-500 (-3%)
Value$2.8M (-$99.4K)
Filed 2026-11-04
Constitution Capital LLC
DECREASED
Shares19,130 from 21,480
Change-2,350 (-11%)
Value$2.8M (-$370.6K)
Filed 2026-10-23
Home Federal Bank of Tennessee
DECREASED
Shares19,109 from 19,212
Change-103 (-1%)
Value$2.8M (-$41.1K)
Filed 2026-10-15
Iams Wealth Management, LLC
INCREASED
Shares19,071 from 15,388
Change+3,683 (+24%)
Value$2.8M (+$514.2K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
DECREASED
Shares19,021 from 19,116
Change-95 (0%)
Value$2.8M (-$39.8K)
Filed 2026-10-27
Shepherd Financial Partners LLC
INCREASED
Shares18,994 from 18,944
Change+50 (+0%)
Value$2.8M (-$18.5K)
Filed 2026-11-03
Wulff, Hansen & Co.
INCREASED
Shares18,991 from 18,871
Change+120 (+1%)
Value$2.8M (-$8.2K)
Filed 2026-11-09
Cape ANN Savings Bank
INCREASED
Shares18,883 from 18,800
Change+83 (+0%)
Value$2.7M (-$13.5K)
Filed 2026-11-09
Portside Wealth Group, LLC
INCREASED
Shares18,810 from 16,812
Change+1,998 (+12%)
Value$2.7M (+$267.4K)
Filed 2026-10-20
Bell Investment Advisors, Inc
DECREASED
Shares18,756 from 19,156
Change-400 (-2%)
Value$2.7M (-$84.1K)
Filed 2026-10-29
Third View Private Wealth, LLC
INCREASED
Shares18,695 from 18,257
Change+438 (+2%)
Value$2.7M (+$38.8K)
Filed 2026-10-30
Granite Group Advisors, LLC
DECREASED
Shares18,668 from 21,553
Change-2,885 (-13%)
Value$2.7M (-$448.4K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares18,628
Change+18,628
Value$2.7M
Filed 2026-10-21
Pines Wealth Management, LLC
INCREASED
Shares18,527 from 18,437
Change+90 (+0%)
Value$2.7M (-$12.0K)
Filed 2026-10-21
Mirabaud & Cie SA
DECREASED
Shares18,445 from 19,983
Change-1,538 (-8%)
Value$2.7M (-$250.6K)
Filed 2026-10-27
LS Investment Advisors, LLC
INCREASED
Shares18,324 from 15,519
Change+2,805 (+18%)
Value$2.7M (+$386.4K)
Filed 2026-10-13
Missouri Trust & Investment Co
INCREASED
Shares18,315 from 17,645
Change+670 (+4%)
Value$2.7M (+$111.3K)
Filed 2026-11-04
Axxion S.A.
UNCHANGED
Shares18,302 from 18,302
Change0 (0%)
Value$2.7M (-$24.9K)
Filed 2026-10-22
Citizens & Northern Corp
DECREASED
Shares18,275 from 18,475
Change-200 (-1%)
Value$2.7M (-$54.2K)
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares18,257 from 18,095
Change+162 (+1%)
Value$2.7M (-$1.0K)
Filed 2026-11-04
Allegheny Financial Group
INCREASED
Shares18,250 from 15,649
Change+2,601 (+17%)
Value$2.7M (+$356.6K)
Filed 2026-11-05
Viewpoint Capital Management LLC
INCREASED
Shares18,216 from 15,997
Change+2,219 (+14%)
Value$2.6M (+$300.6K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED
Shares18,180 from 18,387
Change-207 (-1%)
Value$2.6M (-$55.1K)
Filed 2026-10-23
Ascentis Independent Advisors
INCREASED
Shares18,175 from 357
Change+17,818 (+4991%)
Value$2.6M (+$2.6M)
Filed 2026-11-03
Silver OAK Securities, Incorporated
DECREASED
Shares18,167 from 25,247
Change-7,080 (-28%)
Value$3.0M (-$697.4K)
Filed 2026-11-09
Violich Capital Management, Inc.
DECREASED
Shares18,064 from 19,564
Change-1,500 (-8%)
Value$2.6M (-$244.5K)
Filed 2026-10-05
Arrow Financial Corp
DECREASED
Shares18,014 from 18,182
Change-168 (-1%)
Value$2.6M (-$49.1K)
Filed 2026-10-26
Three Seasons Wealth, LLC
INCREASED
Shares17,856 from 10,572
Change+7,284 (+69%)
Value$2.6M (+$1.0M)
Filed 2026-11-03
Monument Capital Management
DECREASED
Shares17,833 from 18,143
Change-310 (-2%)
Value$2.6M (-$69.6K)
Filed 2026-10-09
Mengis Capital Management, Inc.
INCREASED
Shares17,703 from 17,700
Change+3 (+0%)
Value$2.6M (-$23.7K)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares17,646 from 16,404
Change+1,242 (+8%)
Value$2.6M (+$158.1K)
Filed 2026-10-27
Strengthening Families & Communities, LLC
INCREASED
Shares17,629 from 15,930
Change+1,699 (+11%)
Value$2.6M (+$225.2K)
Filed 2026-10-21
Nicholson Wealth Management Group, LLC
INCREASED
Shares17,622 from 16,955
Change+667 (+4%)
Value$2.6M (+$73.9K)
Filed 2026-11-09
Flavin Financial Services, Inc.
INCREASED
Shares17,618 from 17,207
Change+411 (+2%)
Value$2.6M (+$36.2K)
Filed 2026-10-21
CGN Advisors LLC
DECREASED
Shares17,522 from 21,731
Change-4,209 (-19%)
Value$2.5M (-$641.1K)
Filed 2026-10-21
Mechanics Financial Corp
INCREASED
Shares17,470 from 17,448
Change+22 (+0%)
Value$2.5M (-$20.5K)
Filed 2026-11-05
Albion Financial Group
DECREASED
Shares17,462 from 26,005
Change-8,543 (-33%)
Value$2.5M (-$1.3M)
Filed 2026-10-21
IFG Advisory, LLC
DECREASED
Shares17,460 from 17,795
Change-335 (-2%)
Value$2.5M (-$72.9K)
Filed 2026-11-09
Chilton Capital Management LLC
INCREASED
Shares17,455 from 17,276
Change+179 (+1%)
Value$2.5M (+$2.5K)
Filed 2026-10-28
SevenBridge Financial Group, LLC
DECREASED
Shares17,434 from 39,271
Change-21,837 (-56%)
Value$2.8M (-$2.9M)
Filed 2026-10-26
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares17,376 from 17,425
Change-49 (0%)
Value$2.5M (-$30.8K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares17,337 from 17,097
Change+240 (+1%)
Value$2.5M (+$11.6K)
Filed 2026-10-30
Center for Financial Planning, Inc.
DECREASED
Shares17,243 from 17,472
Change-229 (-1%)
Value$2.5M (-$57.0K)
Filed 2026-10-26
Newman Dignan & Sheerar, Inc.
DECREASED
Shares17,241 from 17,305
Change-64 (0%)
Value$2.5M (-$32.8K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares17,185 from 16,615
Change+570 (+3%)
Value$2.5M (+$60.2K)
Filed 2026-10-27
Ranch Capital Advisors Inc.
DECREASED
Shares17,165 from 25,580
Change-8,415 (-33%)
Value$2.5M (-$1.3M)
Filed 2026-11-09
Forum Financial Management, LP
DECREASED
Shares17,095 from 17,688
Change-593 (-3%)
Value$2.5M (-$110.2K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
DECREASED
Shares17,034 from 44,740
Change-27,706 (-62%)
Value$2.5M (-$4.1M)
Filed 2026-11-04
American Assets Investment Management, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$2.5M (-$23.1K)
Filed 2026-10-30
Gleason Group, Inc.
DECREASED
Shares16,978 from 17,496
Change-518 (-3%)
Value$2.5M (-$99.0K)
Filed 2026-10-15
Redmond Asset Management, LLC
INCREASED
Shares16,961 from 16,707
Change+254 (+2%)
Value$2.5M (+$14.2K)
Filed 2026-10-27
Guardian Wealth Management, Inc.
DECREASED
Shares16,960 from 17,225
Change-265 (-2%)
Value$2.5M (-$61.8K)
Filed 2026-10-30
Howard Capital Management, LLC
DECREASED
Shares16,922 from 17,106
Change-184 (-1%)
Value$2.5M (-$50.0K)
Filed 2026-10-16
ICW Investment Advisors LLC
DECREASED
Shares16,914 from 17,128
Change-214 (-1%)
Value$2.5M (-$54.2K)
Filed 2026-10-27
McCollum Christoferson Group LLC
DECREASED
Shares16,885 from 17,622
Change-737 (-4%)
Value$2.5M (-$131.0K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
INCREASED
Shares16,870 from 16,365
Change+505 (+3%)
Value$2.5M (+$51.1K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares16,865 from 17,016
Change-151 (-1%)
Value$2.5M (-$45.1K)
Filed 2026-10-21
Chicago Trust Co NA
INCREASED
Shares16,694 from 14,582
Change+2,112 (+14%)
Value$2.4M (+$287.0K)
Filed 2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares16,686 from 28,748
Change-12,062 (-42%)
Value$2.4M (-$1.8M)
Filed 2026-10-15
CNB Bank
INCREASED
Shares16,676 from 16,470
Change+206 (+1%)
Value$2.4M (+$7.5K)
Filed 2026-11-09
Connecticut Wealth Management, LLC
DECREASED
Shares16,658 from 17,687
Change-1,029 (-6%)
Value$2.4M (-$173.5K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares16,658 from 16,536
Change+122 (+1%)
Value$2.4M (-$4.8K)
Filed 2026-11-02
Oakworth Capital, Inc.
DECREASED
Shares16,612 from 16,784
Change-172 (-1%)
Value$2.4M (-$51.0K)
Filed 2026-10-26
Ullmann Wealth Partners Group, LLC
INCREASED
Shares16,604 from 16,127
Change+477 (+3%)
Value$2.4M (+$47.3K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares16,567 from 17,602
Change-1,035 (-6%)
Value$2.4M (-$174.3K)
Filed 2026-11-02
Glass Wealth Management Co LLC
DECREASED
Shares16,556 from 17,277
Change-721 (-4%)
Value$2.4M (-$128.2K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
INCREASED
Shares16,546 from 14,167
Change+2,379 (+17%)
Value$2.4M (+$326.4K)
Filed 2026-11-02
Bradyco, Inc.
DECREASED
Shares16,518 from 17,143
Change-625 (-4%)
Value$2.4M (-$114.1K)
Filed 2026-11-03
Cypress Capital Group
DECREASED
Shares16,476 from 19,719
Change-3,243 (-16%)
Value$2.4M (-$498.0K)
Filed 2026-11-03
BankPlus Trust Department
DECREASED
Shares16,464 from 16,725
Change-261 (-2%)
Value$2.4M (-$60.7K)
Filed 2026-11-06
Sunburst Financial Group, LLC
DECREASED
Shares16,419 from 17,494
Change-1,075 (-6%)
Value$2.4M (-$179.9K)
Filed 2026-10-09
United Bank
INCREASED
Shares16,411 from 15,948
Change+463 (+3%)
Value$2.4M (+$45.6K)
Filed 2026-11-06
M&G Plc
INCREASED
Shares16,408 from 15,204
Change+1,204 (+8%)
Value$2.4M (+$144.2K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
DECREASED
Shares16,405 from 17,541
Change-1,136 (-6%)
Value$2.5M (-$91.4K)
Filed 2026-10-13
Alta Advisers Ltd
INCREASED
Shares16,400 from 8,818
Change+7,582 (+86%)
Value$2.4M (+$1.1M)
Filed 2026-11-02
Bonness Enterprises Inc
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$2.4M (-$22.3K)
Filed 2026-10-08
Archford Capital Strategies, LLC
INCREASED
Shares16,392 from 15,228
Change+1,164 (+8%)
Value$2.4M (+$148.4K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
INCREASED
Shares16,286 from 16,064
Change+222 (+1%)
Value$2.4M (+$10.4K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
DECREASED
Shares16,284 from 24,689
Change-8,405 (-34%)
Value$2.4M (+$123.4K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares16,266 from 16,232
Change+34 (+0%)
Value$2.4M (-$17.1K)
Filed 2026-10-16
Douglas Lane & Associates, LLC
DECREASED
Shares16,223 from 17,559
Change-1,336 (-8%)
Value$2.4M (-$217.9K)
Filed 2026-10-09
Leisure Capital Management
DECREASED
Shares16,193 from 16,276
Change-83 (-1%)
Value$2.4M (-$34.2K)
Filed 2026-11-03
Thor Investment Management Inc
INCREASED
Shares16,154 from 6,274
Change+9,880 (+157%)
Value$2.3M (+$1.4M)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares16,146 from 16,532
Change-386 (-2%)
Value$2.3M (-$78.6K)
Filed 2026-10-22
Grove Bank & Trust
DECREASED
Shares16,131 from 16,382
Change-251 (-2%)
Value$2.3M (-$58.7K)
Filed 2026-10-08
Diversified Enterprises, LLC
INCREASED
Shares16,127 from 13,940
Change+2,187 (+16%)
Value$2.3M (+$298.7K)
Filed 2026-10-19
Sendero Wealth Management, LLC
INCREASED
Shares16,109 from 16,086
Change+23 (+0%)
Value$2.3M (-$18.5K)
Filed 2026-10-14
Clean Yield Group
DECREASED
Shares16,083 from 16,115
Change-32 (0%)
Value$2.3M (-$26.6K)
Filed 2026-10-28
Greenfield Savings Bank
INCREASED
Shares16,077 from 12,486
Change+3,591 (+29%)
Value$2.3M (+$504.7K)
Filed 2026-10-07
Klingman & Associates, LLC
INCREASED
Shares16,064 from 15,323
Change+741 (+5%)
Value$2.3M (+$86.7K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares16,053 from 16,592
Change-539 (-3%)
Value$2.3M (-$100.8K)
Filed 2026-10-14
Autumn Glory Partners, LLC
UNCHANGED
Shares16,035 from 16,035
Change0 (0%)
Value$2.3M (-$21.8K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
DECREASED
Shares15,995 from 16,759
Change-764 (-5%)
Value$2.3M (-$133.7K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares15,987 from 17,026
Change-1,039 (-6%)
Value$2.3M (-$174.1K)
Filed 2026-10-30
Cypress Capital, LLC
INCREASED
Shares15,985 from 15,700
Change+285 (+2%)
Value$2.3M (+$20.1K)
Filed 2026-10-20
Investment Partners, Ltd.
INCREASED
Shares15,959 from 8,324
Change+7,635 (+92%)
Value$2.3M (+$1.1M)
Filed 2026-10-29
71 West Capital Partners
INCREASED
Shares15,914 from 15,753
Change+161 (+1%)
Value$2.3M (+$2.0K)
Filed 2026-11-04
Aspen Investment Management Inc
DECREASED
Shares15,912 from 15,938
Change-26 (0%)
Value$2.3K (-$25)
Filed 2026-11-05
Earned Wealth Advisors, LLC
DECREASED
Shares15,766 from 16,250
Change-484 (-3%)
Value$2.3M (-$92.3K)
Filed 2026-11-06
Orange Investment Advisors, Inc.
DECREASED
Shares15,760 from 15,925
Change-165 (-1%)
Value$2.3M (-$45.6K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
DECREASED
Shares15,751 from 18,292
Change-2,541 (-14%)
Value$2.3M (-$394.0K)
Filed 2026-10-22
Dillon & Associates Inc
DECREASED
Shares15,747 from 15,997
Change-250 (-2%)
Value$2.3K (-$2.3M)
Filed 2026-10-22
Investment Advisory Services Inc
INCREASED
Shares15,720 from 15,695
Change+25 (+0%)
Value$2.3M (-$17.7K)
Filed 2026-10-27
Marathon Capital Management
DECREASED
Shares15,711 from 16,246
Change-535 (-3%)
Value$2.3M (-$99.8K)
Filed 2026-10-23
Pettee Investors, Inc.
UNCHANGED
Shares15,673 from 15,673
Change0 (0%)
Value$2.3M (-$21.3K)
Filed 2026-11-09
Resonant Capital Advisors, LLC
DECREASED
Shares15,605 from 29,316
Change-13,711 (-47%)
Value$2.3M (-$2.0M)
Filed 2026-10-15
Bank of New Hampshire
DECREASED
Shares15,574 from 15,653
Change-79 (0%)
Value$2.3M (-$32.8K)
Filed 2026-10-06
Dagco, Inc.
DECREASED
Shares15,498 from 16,106
Change-608 (-4%)
Value$2.3M (-$110.3K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares15,405 from 15,388
Change+17 (+0%)
Value$2.2M (-$30.6K)
Filed 2026-11-02
Agate Pass Investment Management, LLC
INCREASED
Shares15,322 from 14,953
Change+369 (+2%)
Value$2.2M (+$33.3K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares15,266 from 15,725
Change-459 (-3%)
Value$2.2M (-$88.1K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
DECREASED
Shares15,226 from 15,795
Change-569 (-4%)
Value$2.2K (-$1.9M)
Filed 2026-11-04
First Nebraska Trust Co
INCREASED
Shares15,174 from 15,026
Change+148 (+1%)
Value$2.2M (+$1.1K)
Filed 2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED
Shares15,139 from 15,152
Change-13 (0%)
Value$2.2M (-$22.4K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares15,135 from 15,137
Change-2 (0%)
Value$2.2M (-$20.9K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares15,130 from 29,266
Change-14,136 (-48%)
Value$2.2M (-$2.1M)
Filed 2026-11-05
Boomfish Wealth Group, LLC
INCREASED
Shares15,125 from 13,969
Change+1,156 (+8%)
Value$2.2M (+$148.9K)
Filed 2026-10-22
Pflug Koory, LLC
DECREASED
Shares15,120 from 15,130
Change-10 (0%)
Value$2.2M (-$22.0K)
Filed 2026-10-26
Marion Wealth Management
INCREASED
Shares15,088 from 14,602
Change+486 (+3%)
Value$2.2M (+$50.8K)
Filed 2026-10-22
Markowski Investments
DECREASED
Shares15,066 from 17,646
Change-2,580 (-15%)
Value$2.2M (-$398.9K)
Filed 2026-10-30
Cacti Asset Management LLC
UNCHANGED
Shares15,045 from 15,045
Change0 (0%)
Value$2.2M (+$25.3K)
Filed 2026-10-01
Kenora Financial, LLC
DECREASED
Shares15,005 from 15,033
Change-28 (0%)
Value$2.2M (-$24.5K)
Filed 2026-10-20
Financial Security Advisor, Inc.
DECREASED
Shares14,920 from 18,094
Change-3,174 (-18%)
Value$2.2M (-$485.8K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
DECREASED
Shares14,906 from 16,291
Change-1,385 (-8%)
Value$2.2M (-$223.4K)
Filed 2026-10-23
Baker Avenue Asset Management, LP
INCREASED
Shares14,889 from 12,721
Change+2,168 (+17%)
Value$2.2M (+$297.7K)
Filed 2026-11-06
Alkeme Wealth, LLC
DECREASED
Shares14,816 from 15,380
Change-564 (-4%)
Value$2.2M (-$102.7K)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares14,786 from 6,991
Change+7,795 (+112%)
Value$2.1M (+$1.1M)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares14,710 from 14,261
Change+449 (+3%)
Value$2.1M (+$45.9K)
Filed 2026-11-03
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares14,707 from 14,935
Change-228 (-2%)
Value$2.1M (-$53.4K)
Filed 2026-11-02
Point Windward Advisors Inc.
DECREASED
Shares14,687 from 14,817
Change-130 (-1%)
Value$2.1M (-$39.0K)
Filed 2026-11-06
Coastline Trust Co
DECREASED
Shares14,673 from 15,889
Change-1,216 (-8%)
Value$2.1M (-$198.3K)
Filed 2026-10-01
Essex LLC
DECREASED
Shares14,668 from 14,756
Change-88 (-1%)
Value$2.1M (-$32.9K)
Filed 2026-10-14
Lewis Asset Management, LLC
DECREASED
Shares14,619 from 15,094
Change-475 (-3%)
Value$2.1M (-$89.5K)
Filed 2026-10-14
Fulcrum Asset Management LLP
INCREASED
Shares14,618 from 11,582
Change+3,036 (+26%)
Value$2.2M (+$448.8K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares14,592 from 14,389
Change+203 (+1%)
Value$2.1M (+$10.0K)
Filed 2026-10-15
Regatta Capital Group, LLC
INCREASED
Shares14,567 from 14,403
Change+164 (+1%)
Value$2.1M (+$4.3K)
Filed 2026-10-23
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares14,565 from 15,151
Change-586 (-4%)
Value$2.1M (-$105.7K)
Filed 2026-10-09
Eads & Heald Wealth Management
INCREASED
Shares14,399 from 14,170
Change+229 (+2%)
Value$2.1M (+$14.0K)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares14,395 from 13,583
Change+812 (+6%)
Value$2.1M (+$99.5K)
Filed 2026-10-13
Stolper Co
INCREASED
Shares14,392 from 14,159
Change+233 (+2%)
Value$2.1K (+$15)
Filed 2026-10-13
Scott & Selber, Inc.
DECREASED
Shares14,380 from 14,595
Change-215 (-1%)
Value$2.1M (-$51.1K)
Filed 2026-10-21
Wealth Architects, LLC
INCREASED
Shares14,378 from 13,878
Change+500 (+4%)
Value$2.1M (+$53.7K)
Filed 2026-11-03
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares14,367 from 14,566
Change-199 (-1%)
Value$2.1M (-$48.7K)
Filed 2026-11-09
Simplex Trading, LLC
NEW
Shares14,345
Change+14,345
Value$2.1M
Filed 2026-11-04
S.A. Mason LLC
INCREASED
Shares14,278 from 14,246
Change+32 (+0%)
Value$2.1M (-$14.8K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares14,273 from 13,756
Change+517 (+4%)
Value$2.1M (+$56.4K)
Filed 2026-10-30
New England Research & Management, Inc.
INCREASED
Shares14,234 from 14,221
Change+13 (+0%)
Value$2.1M (-$17.5K)
Filed 2026-10-16
Zullo Investment Group, Inc.
DECREASED
Shares14,223 from 14,473
Change-250 (-2%)
Value$2.1M (-$56.1K)
Filed 2026-10-20
Advisors Preferred, LLC
DECREASED
Shares14,147 from 14,626
Change-479 (-3%)
Value$2.1M (-$164.5K)
Filed 2026-11-09
Key FInancial Inc
DECREASED
Shares14,144 from 14,324
Change-180 (-1%)
Value$2.1M (-$45.6K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
INCREASED
Shares14,107 from 14,043
Change+64 (+0%)
Value$2.0M (-$9.8K)
Filed 2026-10-23
Stonebridge Financial Group, LLC
INCREASED
Shares14,063 from 13,979
Change+84 (+1%)
Value$2.0M (-$6.7K)
Filed 2026-10-01
Anchyra Partners LLC
INCREASED
Shares14,048 from 12,565
Change+1,483 (+12%)
Value$2.0M (+$198.4K)
Filed 2026-10-13
First County Bank
INCREASED
Shares14,009 from 13,199
Change+810 (+6%)
Value$2.0M (+$99.7K)
Filed 2026-10-13
Riverbridge Partners LLC
DECREASED
Shares13,968 from 14,204
Change-236 (-2%)
Value$2.0M (-$53.6K)
Filed 2026-11-05
Middleton & Co Inc
UNCHANGED
Shares13,936 from 13,936
Change0 (0%)
Value$2.0M (-$19.0K)
Filed 2026-10-23
Great Lakes Retirement, Inc.
INCREASED
Shares13,934 from 13,453
Change+481 (+4%)
Value$2.0M (+$51.6K)
Filed 2026-10-26
Peoples Bank
DECREASED
Shares13,919 from 14,187
Change-268 (-2%)
Value$2.0M (-$58.2K)
Filed 2026-10-26
Boltwood Capital Management
DECREASED
Shares13,906 from 14,131
Change-225 (-2%)
Value$2.0M (-$51.9K)
Filed 2026-10-02
Embree Financial Group
DECREASED
Shares13,871 from 14,214
Change-343 (-2%)
Value$2.0M (-$69.1K)
Filed 2026-10-22
Tobam
DECREASED
Shares13,861 from 15,100
Change-1,239 (-8%)
Value$2.0K (-$2.2M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,861 from 13,523
Change+338 (+3%)
Value$2.0M (+$30.3K)
Filed 2026-10-13
Peddock Capital Advisors, LLC
DECREASED
Shares13,838 from 14,170
Change-332 (-2%)
Value$2.0M (-$67.5K)
Filed 2026-10-16
Chesapeake Wealth Management
DECREASED
Shares13,817 from 14,736
Change-919 (-6%)
Value$2.0M (-$153.6K)
Filed 2026-11-09
InvesTrust
DECREASED
Shares13,754 from 16,332
Change-2,578 (-16%)
Value$2.0M (-$396.7K)
Filed 2026-10-14
Summit Place Financial Advisors, LLC
DECREASED
Shares13,752 from 14,928
Change-1,176 (-8%)
Value$2.0M (-$191.2K)
Filed 2026-10-23
S-Bank Fund Management Ltd
INCREASED
Shares13,751 from 13,084
Change+667 (+5%)
Value$2.0M (+$79.1K)
Filed 2026-11-06
Cove Private Wealth, LLC
INCREASED
Shares13,681 from 13,481
Change+200 (+1%)
Value$2.0M (+$10.7K)
Filed 2026-10-28
Argyle Capital Management, LLC
INCREASED
Shares13,679 from 13,604
Change+75 (+1%)
Value$2.0M (-$7.6K)
Filed 2026-10-28
Obermeyer Wealth Partners
INCREASED
Shares13,667 from 12,688
Change+979 (+8%)
Value$2.0M (+$125.0K)
Filed 2026-10-21
PFW Advisors LLC
INCREASED
Shares13,622 from 13,574
Change+48 (+0%)
Value$2.0M (-$11.5K)
Filed 2026-10-07
Perpetual Ltd
DECREASED
Shares13,609 from 14,617
Change-1,008 (-7%)
Value$2.0M (-$166.3K)
Filed 2026-10-13
Burford Brothers, Inc.
INCREASED
Shares13,588 from 13,514
Change+74 (+1%)
Value$2.0M (-$7.6K)
Filed 2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED
Shares13,578 from 13,578
Change0 (0%)
Value$2.0M (-$18.5K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares13,556 from 12,123
Change+1,433 (+12%)
Value$2.0M (+$218.4K)
Filed 2026-10-13
Yankcom Partnership
INCREASED
Shares13,540 from 12,377
Change+1,163 (+9%)
Value$2.0M (+$152.1K)
Filed 2026-10-15
Capital Square, LLC
DECREASED
Shares13,502 from 13,881
Change-379 (-3%)
Value$2.0M (-$79.6K)
Filed 2026-10-19
Retirement Guys Formula LLC
INCREASED
Shares13,482 from 12,624
Change+858 (+7%)
Value$2.0M (+$107.5K)
Filed 2026-10-26
Armstrong, Fleming & Moore, Inc
DECREASED
Shares13,482 from 13,515
Change-33 (0%)
Value$2.0M (-$23.2K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares13,480 from 13,393
Change+87 (+1%)
Value$2.0M (-$5.5K)
Filed 2026-10-19
Bria Capital Group, LLC
INCREASED
Shares13,478 from 10,767
Change+2,711 (+25%)
Value$2.0M (+$379.2K)
Filed 2026-10-22
Wernau Asset Management Inc.
DECREASED
Shares13,449 from 13,480
Change-31 (0%)
Value$2.0M (-$22.8K)
Filed 2026-10-19
Saybrook Capital
UNCHANGED
Shares13,443 from 13,443
Change0 (0%)
Value$2.0M (-$18.3K)
Filed 2026-10-27
Security National Bank
INCREASED
Shares13,424 from 13,139
Change+285 (+2%)
Value$2.0M (+$23.5K)
Filed 2026-10-26
Advisors Management Group Inc
INCREASED
Shares13,377 from 13,054
Change+323 (+2%)
Value$1.9K (-$1.9M)
Filed 2026-11-05
Inman Jager Wealth Management, LLC
INCREASED
Shares13,376 from 13,176
Change+200 (+2%)
Value$1.9M (+$11.1K)
Filed 2026-11-05
Thrive Wealth Management, LLC
INCREASED
Shares13,368 from 13,282
Change+86 (+1%)
Value$1.9M (-$5.5K)
Filed 2026-10-13
GS Investments, Inc.
INCREASED
Shares13,351 from 13,303
Change+48 (+0%)
Value$1.9M (-$11.1K)
Filed 2026-11-05
Adell Harriman & Carpenter Inc
DECREASED
Shares13,340 from 13,741
Change-401 (-3%)
Value$1.9M (-$77.0K)
Filed 2026-11-02
Sterling Wealth Management, Inc.
INCREASED
Shares13,294 from 11,130
Change+2,164 (+19%)
Value$1.9M (+$299.2K)
Filed 2026-10-23
Meridian Financial Partners LLC
INCREASED
Shares13,291 from 13,122
Change+169 (+1%)
Value$2.1M (+$145.0K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares13,230 from 14,883
Change-1,653 (-11%)
Value$1.9M (-$260.4K)
Filed 2026-10-22
Davidson Trust Co
DECREASED
Shares13,229 from 14,118
Change-889 (-6%)
Value$1.9M (-$148.4K)
Filed 2026-10-09
Triangle Securities Wealth Management
DECREASED
Shares13,228 from 13,231
Change-3 (0%)
Value$1.9M (-$18.4K)
Filed 2026-10-14
Paradigm Asset Management Co LLC
DECREASED
Shares13,200 from 16,100
Change-2,900 (-18%)
Value$1.9M (-$443.2K)
Filed 2026-11-05
American State Bank (Iowa)
INCREASED
Shares13,197 from 12,579
Change+618 (+5%)
Value$1.9M (+$72.7K)
Filed 2026-11-03
Lakeshore Capital Group, Inc.
INCREASED
Shares13,146 from 11,786
Change+1,360 (+12%)
Value$1.9M (+$181.6K)
Filed 2026-10-20
Navigate Wealth Management, LLC
DECREASED
Shares13,103 from 13,992
Change-889 (-6%)
Value$2.0M (-$117.0K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
DECREASED
Shares13,075 from 13,180
Change-105 (-1%)
Value$1.9M (-$33.2K)
Filed 2026-10-05
GGM Financial LLC
INCREASED
Shares13,032 from 7,910
Change+5,122 (+65%)
Value$1.9M (+$733.4K)
Filed 2026-11-05
Emerald Advisors, LLC
INCREASED
Shares12,970 from 9,896
Change+3,074 (+31%)
Value$1.9M (+$433.2K)
Filed 2026-10-13
Convergence Investment Partners, LLC
DECREASED
Shares12,969 from 34,497
Change-21,528 (-62%)
Value$1.9M (-$3.2M)
Filed 2026-10-28
Weaver Capital Management LLC
DECREASED
Shares12,924 from 17,426
Change-4,502 (-26%)
Value$1.9M (-$639.4K)
Filed 2026-10-15
Benin Management Corp
DECREASED
Shares12,909 from 12,934
Change-25 (0%)
Value$1.9M (-$21.2K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares12,876 from 6,550
Change+6,326 (+97%)
Value$1.9M (+$910.2K)
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares12,867 from 18,322
Change-5,455 (-30%)
Value$1.9M (-$817.4K)
Filed 2026-11-05
Donaldson Capital Management, LLC
DECREASED
Shares12,825 from 12,961
Change-136 (-1%)
Value$1.9M (-$37.4K)
Filed 2026-11-09
Tennessee Valley Asset Management Partners
DECREASED
Shares12,803 from 16,798
Change-3,995 (-24%)
Value$1.9M (-$603.3K)
Filed 2026-11-03
Convergence Financial, LLC
DECREASED
Shares12,707 from 23,972
Change-11,265 (-47%)
Value$1.8M (-$1.7M)
Filed 2026-10-27
Mountain Pacific Investment Advisers LLC
INCREASED
Shares12,706 from 12,586
Change+120 (+1%)
Value$1.8M (+$317)
Filed 2026-10-29
Bison Wealth, LLC
INCREASED
Shares12,692 from 11,454
Change+1,238 (+11%)
Value$1.9M (+$234.3K)
Filed 2026-10-13
Navalign, LLC
DECREASED
Shares12,687 from 12,696
Change-9 (0%)
Value$1.8M (-$18.5K)
Filed 2026-11-09
Iron Financial LLC
INCREASED
Shares12,686 from 6,167
Change+6,519 (+106%)
Value$1.8M (+$938.7K)
Filed 2026-10-23
Cornerstone Advisory, LLC
INCREASED
Shares12,634 from 12,320
Change+314 (+3%)
Value$1.8M (+$29.0K)
Filed 2026-11-06
Woodward Diversified Capital, LLC
INCREASED
Shares12,634 from 12,578
Change+56 (+0%)
Value$1.8M (-$8.9K)
Filed 2026-10-21
Simon Quick Advisors, LLC
INCREASED
Shares12,592 from 12,586
Change+6 (+0%)
Value$1.8M (-$16.2K)
Filed 2026-10-26
Staley Capital Advisers Inc
INCREASED
Shares12,584 from 12,155
Change+429 (+4%)
Value$1.8M (+$45.8K)
Filed 2026-11-06
Elyxium Wealth, LLC
DECREASED
Shares12,564 from 13,482
Change-918 (-7%)
Value$1.8M (-$151.7K)
Filed 2026-10-27
Shariaportfolio, Inc.
DECREASED
Shares12,560 from 12,847
Change-287 (-2%)
Value$1.8M (-$59.1K)
Filed 2026-10-20
Center For Asset Management LLC
DECREASED
Shares12,557 from 13,009
Change-452 (-3%)
Value$1.8M (-$83.2K)
Filed 2026-10-16
Coerente Capital Management
UNCHANGED
Shares12,511 from 12,511
Change0 (0%)
Value$1.8M (-$17.0K)
Filed 2026-10-29
Annex Advisory Services, LLC
INCREASED
Shares12,508 from 12,506
Change+2 (+0%)
Value$1.8M (-$16.8K)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED
Shares12,470 from 13,120
Change-650 (-5%)
Value$1.8K (-$1.9M)
Filed 2026-11-04
Wealth Group, Ltd.
DECREASED
Shares12,458 from 27,549
Change-15,091 (-55%)
Value$1.8K (-$4.0M)
Filed 2026-10-30
Deseret Mutual Benefit Administrators
INCREASED
Shares12,451 from 12,413
Change+38 (+0%)
Value$1.8M (-$11.4K)
Filed 2026-11-04
Maia Wealth LLC
INCREASED
Shares12,381 from 10,183
Change+2,198 (+22%)
Value$1.8M (+$305.5K)
Filed 2026-10-19
Generali Investments, Management Co LLC
DECREASED
Shares12,370 from 15,102
Change-2,732 (-18%)
Value$1.8M (-$417.4K)
Filed 2026-10-19
Granite Investment Partners, LLC
DECREASED
Shares12,370 from 12,380
Change-10 (0%)
Value$1.8M (-$18.3K)
Filed 2026-11-04
Schear Investment Advisers, LLC
DECREASED
Shares12,358 from 14,989
Change-2,631 (-18%)
Value$1.8M (-$402.6K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares12,358 from 10,731
Change+1,627 (+15%)
Value$1.8M (+$221.9K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares12,317 from 12,315
Change+2 (+0%)
Value$1.8M (-$16.5K)
Filed 2026-10-21
Dudley Capital Management, LLC
INCREASED
Shares12,311 from 12,101
Change+210 (+2%)
Value$1.8M (+$14.1K)
Filed 2026-10-23
XML Financial, LLC
DECREASED
Shares12,247 from 13,751
Change-1,504 (-11%)
Value$1.8M (-$237.3K)
Filed 2026-10-29
Ignite Planners, LLC
DECREASED
Shares12,236 from 12,371
Change-135 (-1%)
Value$1.8M (-$28.9K)
Filed 2026-10-14
BKM Wealth Management, LLC
INCREASED
Shares12,223 from 11,805
Change+418 (+4%)
Value$1.8M (+$44.7K)
Filed 2026-10-22
Powers Advisory Group, LLC
DECREASED
Shares12,212 from 12,631
Change-419 (-3%)
Value$1.8M (-$78.0K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
DECREASED
Shares12,195 from 15,081
Change-2,886 (-19%)
Value$1.8M (-$477.3K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares12,185 from 12,178
Change+7 (+0%)
Value$1.8M (-$15.6K)
Filed 2026-11-03
Patten Group, Inc.
INCREASED
Shares12,145 from 11,982
Change+163 (+1%)
Value$1.8M (+$7.4K)
Filed 2026-10-26
Ticino Wealth
INCREASED
Shares12,142 from 11,951
Change+191 (+2%)
Value$1.8M (+$11.5K)
Filed 2026-10-13
White Pine Capital LLC
DECREASED
Shares11,956 from 12,034
Change-78 (-1%)
Value$1.7M (-$27.7K)
Filed 2026-11-09
Delta Investment Management, LLC
INCREASED
Shares11,954 from 11,953
Change+1 (+0%)
Value$1.7M (-$16.2K)
Filed 2026-11-09
Pine Haven Investment Counsel, Inc
DECREASED
Shares11,930 from 11,984
Change-54 (0%)
Value$1.7M (-$24.1K)
Filed 2026-11-02
Greenwood Capital Associates LLC
DECREASED
Shares11,928 from 11,951
Change-23 (0%)
Value$1.7M (-$19.6K)
Filed 2026-10-27
Financial Council, LLC
DECREASED
Shares11,905 from 12,652
Change-747 (-6%)
Value$1.7M (-$125.8K)
Filed 2026-11-02
Beacon Capital Management, LLC
DECREASED
Shares11,903 from 12,781
Change-878 (-7%)
Value$1.7M (-$144.8K)
Filed 2026-10-23
Rayburn West Financial Services LLC
DECREASED
Shares11,883 from 11,989
Change-106 (-1%)
Value$1.7M (-$31.7K)
Filed 2026-11-03
Triad Wealth Partners, LLC
DECREASED
Shares11,873 from 12,269
Change-396 (-3%)
Value$1.7M (-$53.7K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
INCREASED
Shares11,836 from 11,627
Change+209 (+2%)
Value$1.7M (+$14.6K)
Filed 2026-10-13
NBH Bank
INCREASED
Shares11,831 from 11,422
Change+409 (+4%)
Value$1.7M (+$43.9K)
Filed 2026-11-05
Carson Advisory Inc.
DECREASED
Shares11,811 from 11,998
Change-187 (-2%)
Value$1.7M (-$43.5K)
Filed 2026-11-06
Well Done, LLC
DECREASED
Shares11,810 from 13,416
Change-1,606 (-12%)
Value$1.7M (-$251.5K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares11,745 from 11,771
Change-26 (0%)
Value$1.7M (-$19.8K)
Filed 2026-10-20
Hummer Financial Advisory Services Inc
DECREASED
Shares11,694 from 12,091
Change-397 (-3%)
Value$1.7M (-$74.1K)
Filed 2026-10-09
CWS Financial Advisors, LLC
INCREASED
Shares11,684 from 11,671
Change+13 (+0%)
Value$1.7M (-$13.9K)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares11,670 from 11,599
Change+71 (+1%)
Value$1.7M (-$5.5K)
Filed 2026-10-15
Clearstead Trust, LLC
DECREASED
Shares11,633 from 12,137
Change-504 (-4%)
Value$1.7M (-$89.6K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
INCREASED
Shares11,618 from 11,481
Change+137 (+1%)
Value$1.7M (+$4.3K)
Filed 2026-11-03
Fiduciary Family Office, LLC
INCREASED
Shares11,610 from 11,566
Change+44 (+0%)
Value$1.7M (-$9.4K)
Filed 2026-11-04
Tucker Asset Management LLC
INCREASED
Shares11,598 from 7,061
Change+4,537 (+64%)
Value$1.7M (+$649.5K)
Filed 2026-10-29
Massachusetts Wealth Management
INCREASED
Shares11,585 from 11,160
Change+425 (+4%)
Value$1.7M (+$46.6K)
Filed 2026-10-21
Impact Partnership Wealth, LLC
INCREASED
Shares11,583 from 10,201
Change+1,382 (+14%)
Value$1.7M (+$186.9K)
Filed 2026-11-09
Professional Advisory Services Inc
UNCHANGED
Shares11,543 from 11,543
Change0 (0%)
Value$1.7K (-$16)
Filed 2026-10-08
Angeles Wealth Management, LLC
DECREASED
Shares11,503 from 12,810
Change-1,307 (-10%)
Value$1.7M (-$207.3K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
DECREASED
Shares11,477 from 11,556
Change-79 (-1%)
Value$1.7M (-$27.2K)
Filed 2026-10-21
Walker Asset Management, LLC
INCREASED
Shares11,432 from 10,917
Change+515 (+5%)
Value$1.7M (+$60.0K)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares11,408 from 3,758
Change+7,650 (+204%)
Value$1.7M (+$1.1M)
Filed 2026-10-19
Winebrenner Capital Management LLC
DECREASED
Shares11,407 from 11,650
Change-243 (-2%)
Value$1.7M (-$51.1K)
Filed 2026-10-07
MB, Levis & Associates, LLC
INCREASED
Shares11,377 from 11,067
Change+310 (+3%)
Value$1.7M (+$30.0K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares11,361 from 10,986
Change+375 (+3%)
Value$1.7M (+$39.5K)
Filed 2026-10-15
Carnegie Lake Advisors LLC
UNCHANGED
Shares11,349 from 11,349
Change0 (0%)
Value$1.6M (-$15.4K)
Filed 2026-11-06
High Net Worth Advisory Group LLC
INCREASED
Shares11,347 from 10,817
Change+530 (+5%)
Value$1.6M (+$62.3K)
Filed 2026-10-26
Financial Planning Hawaii, Inc.
DECREASED
Shares11,344 from 11,579
Change-235 (-2%)
Value$1.6M (-$49.8K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares11,336 from 11,141
Change+195 (+2%)
Value$1.6M (+$13.2K)
Filed 2026-10-14
Central Bank & Trust Co
DECREASED
Shares11,302 from 11,433
Change-131 (-1%)
Value$1.6M (-$34.6K)
Filed 2026-10-09
Blue Fin Capital, Inc.
DECREASED
Shares11,301 from 11,400
Change-99 (-1%)
Value$1.6M (-$29.9K)
Filed 2026-10-28
Granite Islands Private Wealth, LLC
INCREASED
Shares11,233 from 10,527
Change+706 (+7%)
Value$1.6M (+$89.3K)
Filed 2026-10-16
Wellington Grp LLC
INCREASED
Shares11,229 from 8,464
Change+2,765 (+33%)
Value$1.6M (+$390.2K)
Filed 2026-11-06
Segment Wealth Management, LLC
DECREASED
Shares11,207 from 12,458
Change-1,251 (-10%)
Value$1.6M (-$198.7K)
Filed 2026-10-26
Hall Capital Management Co Inc
DECREASED
Shares11,195 from 11,205
Change-10 (0%)
Value$1.6M (-$16.7K)
Filed 2026-11-09
Partners Wealth Management, LLC
INCREASED
Shares11,193 from 5,774
Change+5,419 (+94%)
Value$1.6M (+$779.4K)
Filed 2026-10-28
Park Edge Advisors, LLC
INCREASED
Shares11,161 from 11,020
Change+141 (+1%)
Value$1.6M (+$5.4K)
Filed 2026-10-28
Mustard Seed Financial, LLC
INCREASED
Shares11,127 from 11,122
Change+5 (+0%)
Value$1.6M (-$14.4K)
Filed 2026-10-30
Inlet Private Wealth, LLC
DECREASED
Shares11,123 from 11,174
Change-51 (0%)
Value$1.6M (-$22.5K)
Filed 2026-10-21
Harbour Trust & Investment Management Co
DECREASED
Shares11,111 from 11,518
Change-407 (-4%)
Value$1.6M (-$74.8K)
Filed 2026-10-28
Fluent Financial, LLC
INCREASED
Shares11,080 from 9,457
Change+1,623 (+17%)
Value$1.6M (+$222.9K)
Filed 2026-10-13
Access Financial Services, Inc.
DECREASED
Shares11,053 from 11,232
Change-179 (-2%)
Value$1.6M (-$41.3K)
Filed 2026-11-09
Uncommon Cents Investing Inc
INCREASED
Shares11,047 from 9,525
Change+1,522 (+16%)
Value$1.6M (+$208.2K)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares11,007 from 9,970
Change+1,037 (+10%)
Value$1.6M (+$137.1K)
Filed 2026-11-03
Rice Partnership, LLC
DECREASED
Shares11,000 from 11,072
Change-72 (-1%)
Value$1.6M (-$25.5K)
Filed 2026-11-09
River Street Advisors LLC
INCREASED
Shares10,955 from 8,279
Change+2,676 (+32%)
Value$1.6M (+$377.5K)
Filed 2026-10-22
LVW Advisors, LLC
INCREASED
Shares10,947 from 4,182
Change+6,765 (+162%)
Value$1.6M (+$977.1K)
Filed 2026-10-19
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares10,940 from 252,490
Change-241,550 (-96%)
Value$1.6M (-$35.4M)
Filed 2026-10-29
Applied Capital LLC
UNCHANGED
Shares10,924 from 10,924
Change0 (0%)
Value$1.6M (-$14.9K)
Filed 2026-10-07
Bedel Financial Consulting, Inc.
DECREASED
Shares10,917 from 11,060
Change-143 (-1%)
Value$1.6M (-$35.9K)
Filed 2026-11-06
DeDora Capital, Inc.
DECREASED
Shares10,900 from 12,312
Change-1,412 (-11%)
Value$1.6M (-$221.9K)
Filed 2026-10-26
Sard Wealth Management Group, LLC
INCREASED
Shares10,900 from 10,724
Change+176 (+2%)
Value$1.6M (+$11.0K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares10,892 from 10,921
Change-29 (0%)
Value$1.6M (-$19.0K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,853 from 15,494
Change-4,641 (-30%)
Value$1.6M (-$695.3K)
Filed 2026-10-14
Waterfront Wealth Inc.
DECREASED
Shares10,804 from 11,328
Change-524 (-5%)
Value$1.7M (+$51.9K)
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares10,796 from 10,786
Change+10 (+0%)
Value$1.6M (-$13.3K)
Filed 2026-10-08
Johnson Wealth Management, LLC
DECREASED
Shares10,791 from 10,904
Change-113 (-1%)
Value$1.6M (-$31.2K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
DECREASED
Shares10,717 from 10,732
Change-15 (0%)
Value$1.6M (-$16.8K)
Filed 2026-10-22
Reliant Investment Management, LLC
INCREASED
Shares10,674 from 10,643
Change+31 (+0%)
Value$1.6M (-$10.0K)
Filed 2026-10-14
West Paces Advisors Inc.
DECREASED
Shares10,673 from 13,666
Change-2,993 (-22%)
Value$1.6M (-$453.4K)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
DECREASED
Shares10,648 from 11,505
Change-857 (-7%)
Value$1.5M (-$140.2K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares10,638 from 10,630
Change+8 (+0%)
Value$1.5M (-$13.2K)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares10,618 from 10,368
Change+250 (+2%)
Value$1.5M (+$22.2K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares10,602 from 9,621
Change+981 (+10%)
Value$1.5M (+$129.4K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares10,580 from 10,034
Change+546 (+5%)
Value$1.6M (+$73.8K)
Filed 2026-10-22
MBL Wealth, LLC
INCREASED
Shares10,565 from 9,099
Change+1,466 (+16%)
Value$1.5M (+$200.6K)
Filed 2026-10-22
Rudd Co d/b/a Styre Wealth
NEW
Shares10,532
Change+10,532
Value$1.7M
Filed 2026-10-29
Vestor Capital, LLC
INCREASED
Shares10,506 from 1,893
Change+8,613 (+455%)
Value$491 (+$171)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares10,500 from 10,546
Change-46 (0%)
Value$1.5M (-$21.0K)
Filed 2026-10-28
Strategic Advisors LLC
DECREASED
Shares10,486 from 11,568
Change-1,082 (-9%)
Value$1.5M (-$172.9K)
Filed 2026-10-13
Kennebec Savings Bank
INCREASED
Shares10,484 from 10,095
Change+389 (+4%)
Value$1.5M (+$42.8K)
Filed 2026-10-22
Linscomb Wealth, Inc.
DECREASED
Shares10,445 from 10,517
Change-72 (-1%)
Value$1.5M (-$24.8K)
Filed 2026-11-05
West Family Investments, Inc.
INCREASED
Shares10,429 from 9,405
Change+1,024 (+11%)
Value$1.5M (+$136.0K)
Filed 2026-11-09
Kestra Investment Management, LLC
DECREASED
Shares10,426 from 10,470
Change-44 (0%)
Value$1.5M (-$20.6K)
Filed 2026-11-04
TBH Global Asset Management, LLC
INCREASED
Shares10,369 from 10,240
Change+129 (+1%)
Value$1.5M (+$4.9K)
Filed 2026-11-03
Childress Capital Advisors, LLC
DECREASED
Shares10,346 from 10,382
Change-36 (0%)
Value$1.5M (-$19.4K)
Filed 2026-10-28
Greenwood Gearhart LLC
INCREASED
Shares10,317 from 3,792
Change+6,525 (+172%)
Value$1.5M (+$942.8K)
Filed 2026-11-02
Harrington Investments, Inc
DECREASED
Shares10,310 from 10,347
Change-37 (0%)
Value$1.5M (-$19.4K)
Filed 2026-10-14
Silver Lake Advisory, LLC
DECREASED
Shares10,303 from 10,347
Change-44 (0%)
Value$1.5M (-$20.5K)
Filed 2026-10-22
Milestone Asset Management, LLC
INCREASED
Shares10,221 from 9,156
Change+1,065 (+12%)
Value$1.5M (+$142.3K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
DECREASED
Shares10,207 from 10,646
Change-439 (-4%)
Value$1.5M (-$78.2K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED
Shares10,165 from 10,156
Change+9 (+0%)
Value$1.5M (-$12.5K)
Filed 2026-10-21
PW Nova Financial Services LLC
INCREASED
Shares10,156 from 10,135
Change+21 (+0%)
Value$1.5M (-$10.6K)
Filed 2026-10-15
Wolff Financial Management LLC
DECREASED
Shares10,134 from 10,146
Change-12 (0%)
Value$1.5M (-$15.5K)
Filed 2026-10-23
ForthRight Wealth Management, LLC
DECREASED
Shares10,110 from 10,431
Change-321 (-3%)
Value$1.5M (-$60.9K)
Filed 2026-11-06
Bernicke Wealth Management, Ltd.
INCREASED
Shares10,076 from 9,831
Change+245 (+2%)
Value$1.5M (+$22.2K)
Filed 2026-11-06
DT Investment Partners, LLC
INCREASED
Shares10,073 from 9,734
Change+339 (+3%)
Value$1.5M (+$36.0K)
Filed 2026-10-27
Yoffe Investment Management, LLC
UNCHANGED
Shares10,042 from 10,042
Change0 (0%)
Value$1.5M (-$13.7K)
Filed 2026-11-02
Oslo Pensjonsforsikring AS
INCREASED
Shares10,040 from 9,250
Change+790 (+9%)
Value$1.5M (+$102.2K)
Filed 2026-10-15
Quent Capital, LLC
INCREASED
Shares10,031 from 9,766
Change+265 (+3%)
Value$1.7M (+$228.3K)
Filed 2026-11-09
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares10,023 from 10,128
Change-105 (-1%)
Value$1.5M (-$29.0K)
Filed 2026-10-22
Beam Wealth Advisors, Inc.
INCREASED
Shares10,021 from 10,017
Change+4 (+0%)
Value$1.5M (-$13.0K)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares10,013 from 17,343
Change-7,330 (-42%)
Value$1.5M (-$1.1M)
Filed 2026-10-06
Curated Wealth Partners LLC
INCREASED
Shares10,006 from 1,715
Change+8,291 (+483%)
Value$1.5M (+$1.2M)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares9,911 from 8,997
Change+914 (+10%)
Value$1.6M (+$252.3K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares9,906 from 9,830
Change+76 (+1%)
Value$1.4M (-$2.4K)
Filed 2026-10-16
Aviso Wealth Management
DECREASED
Shares9,870 from 10,557
Change-687 (-7%)
Value$1.4M (-$114.2K)
Filed 2026-11-04
Fourpath Capital Management, LLC
DECREASED
Shares9,797 from 9,879
Change-82 (-1%)
Value$1.4M (-$25.5K)
Filed 2026-10-19
Harrell Investment Partners, LLC
DECREASED
Shares9,784 from 11,689
Change-1,905 (-16%)
Value$1.4M (-$292.6K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares9,767 from 9,532
Change+235 (+2%)
Value$1.4M (+$21.2K)
Filed 2026-10-16
Finivi Inc.
DECREASED
Shares9,730 from 9,791
Change-61 (-1%)
Value$1.4M (-$22.2K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares9,722 from 9,986
Change-264 (-3%)
Value$1.4M (-$51.9K)
Filed 2026-10-26
National Wealth Management Group, LLC
INCREASED
Shares9,718 from 9,694
Change+24 (+0%)
Value$1.4M (-$9.7K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
DECREASED
Shares9,679 from 10,239
Change-560 (-5%)
Value$1.4M (-$95.3K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED
Shares9,639 from 7,707
Change+1,932 (+25%)
Value$1.4M (+$270.2K)
Filed 2026-11-05
Abundance Wealth Counselors
DECREASED
Shares9,632 from 9,975
Change-343 (-3%)
Value$1.4M (-$63.4K)
Filed 2026-10-26
Councilmark Asset Management, LLC
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$1.4M (-$13.1K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares9,599 from 12,100
Change-2,501 (-21%)
Value$1.4M (-$379.7K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares9,591 from 8,919
Change+672 (+8%)
Value$1.5M (+$198.7K)
Filed 2026-10-16
Parkshore Wealth Management, Inc.
DECREASED
Shares9,583 from 9,975
Change-392 (-4%)
Value$1.4M (-$70.6K)
Filed 2026-10-13
DE Burlo Group Inc
DECREASED
Shares9,554 from 9,754
Change-200 (-2%)
Value$1.4M (-$42.3K)
Filed 2026-11-05
Regent Peak Wealth Advisors LLC
DECREASED
Shares9,528 from 10,068
Change-540 (-5%)
Value$1.4M (-$92.1K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares9,478 from 9,794
Change-316 (-3%)
Value$1.4M (-$59.2K)
Filed 2026-10-21
Providence Wealth Advisors, LLC
DECREASED
Shares9,477 from 10,112
Change-635 (-6%)
Value$1.4M (-$147.2K)
Filed 2026-10-29
Arista Wealth Management, LLC
INCREASED
Shares9,452 from 9,430
Change+22 (+0%)
Value$1.4M (-$9.6K)
Filed 2026-10-29
Compass Wealth Management LLC
DECREASED
Shares9,429 from 9,439
Change-10 (0%)
Value$1.4M (-$14.3K)
Filed 2026-10-22
CJM Wealth Advisers, Ltd.
DECREASED
Shares9,417 from 9,548
Change-131 (-1%)
Value$1.4M (-$31.9K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
INCREASED
Shares9,413 from 9,268
Change+145 (+2%)
Value$1.4M (+$8.5K)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares9,401 from 9,298
Change+103 (+1%)
Value$1.4M (+$2.3K)
Filed 2026-10-02
Occidental Asset Management, LLC
INCREASED
Shares9,397 from 8,350
Change+1,047 (+13%)
Value$1.4M (+$140.8K)
Filed 2026-11-05
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares9,388
Change+9,388
Value$1.4M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares9,388 from 9,394
Change-6 (0%)
Value$1.4M (-$13.6K)
Filed 2026-10-20
Hilltop National Bank
DECREASED
Shares9,372 from 9,951
Change-579 (-6%)
Value$1.4M (-$97.7K)
Filed 2026-10-14
Gratus Wealth Advisors, LLC
DECREASED
Shares9,363 from 9,603
Change-240 (-2%)
Value$1.4M (-$47.9K)
Filed 2026-10-26
Asset Planning,Inc
INCREASED
Shares9,352 from 9,308
Change+44 (+0%)
Value$1.4M (-$6.2K)
Filed 2026-10-26
Evanson Financial, LLC
DECREASED
Shares9,350 from 9,396
Change-46 (0%)
Value$1.4M (-$19.5K)
Filed 2026-10-23
True North Advisors, LLC
INCREASED
Shares9,342 from 7,233
Change+2,109 (+29%)
Value$1.4M (+$296.5K)
Filed 2026-10-22
Sanders Morris Harris LLC
INCREASED
Shares9,329 from 2,295
Change+7,034 (+306%)
Value$1.4M (+$1.0M)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares9,301 from 8,154
Change+1,147 (+14%)
Value$1.4M (+$155.6K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares9,268 from 9,735
Change-467 (-5%)
Value$1.4M (-$52.1K)
Filed 2026-10-21
Townsend Asset Management Corp
DECREASED
Shares9,264 from 9,329
Change-65 (-1%)
Value$1.3M (-$22.1K)
Filed 2026-10-29
Greatmark Investment Partners, Inc.
DECREASED
Shares9,263 from 9,363
Change-100 (-1%)
Value$1.3M (-$27.3K)
Filed 2026-10-28
1900 Wealth Management LLC
INCREASED
Shares9,261 from 8,909
Change+352 (+4%)
Value$1.3M (+$39.0K)
Filed 2026-10-13
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares9,256 from 6,776
Change+2,480 (+37%)
Value$1.3M (+$351.1K)
Filed 2026-10-15
River Wealth Advisors LLC
DECREASED
Shares9,241 from 10,374
Change-1,133 (-11%)
Value$1.3M (-$178.7K)
Filed 2026-11-09
Union Savings Bank
DECREASED
Shares9,233 from 9,381
Change-148 (-2%)
Value$1.3M (-$34.3K)
Filed 2026-10-14
Commerce Advisors, LLC
DECREASED
Shares9,165 from 9,768
Change-603 (-6%)
Value$1.3M (-$101.0K)
Filed 2026-10-19
ROI Financial Advisors, LLC
DECREASED
Shares9,147 from 9,992
Change-845 (-8%)
Value$1.3M (-$136.2K)
Filed 2026-10-19
CMG Global Holdings, LLC
INCREASED
Shares9,137 from 9,039
Change+98 (+1%)
Value$1.3M (+$1.9K)
Filed 2026-10-14
Levin Capital Strategies, L.P.
INCREASED
Shares9,111 from 9,061
Change+50 (+1%)
Value$1.3M (-$5.1K)
Filed 2026-11-02
Lederer & Associates Investment Counsel
DECREASED
Shares9,109 from 9,142
Change-33 (0%)
Value$1.3K (-$18)
Filed 2026-10-23
Chickasaw Capital Management LLC
DECREASED
Shares9,094 from 9,698
Change-604 (-6%)
Value$1.3M (+$1.3M)
Filed 2026-10-08
Heritage Wealth Advisors
DECREASED
Shares9,087 from 9,285
Change-198 (-2%)
Value$1.3M (-$41.5K)
Filed 2026-11-09
First City Capital Management, Inc.
DECREASED
Shares9,060 from 9,917
Change-857 (-9%)
Value$1.3M (-$137.9K)
Filed 2026-10-27
Accel Wealth Management
INCREASED
Shares9,060 from 8,991
Change+69 (+1%)
Value$1.3M (-$2.3K)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares9,056 from 8,057
Change+999 (+12%)
Value$1.3M (+$134.2K)
Filed 2026-10-13
Keystone Financial Planning, Inc.
UNCHANGED
Shares9,021 from 9,021
Change0 (0%)
Value$1.3M (-$12.3K)
Filed 2026-10-08
CRA Financial Services, LLC
DECREASED
Shares8,986 from 9,357
Change-371 (-4%)
Value$1.3M (-$66.6K)
Filed 2026-10-16
Vista Investment Partners LLC
DECREASED
Shares8,982 from 14,893
Change-5,911 (-40%)
Value$1.3M (-$879.0K)
Filed 2026-10-08
Moss Adams Wealth Advisors LLC
DECREASED
Shares8,971 from 10,503
Change-1,532 (-15%)
Value$1.3M (-$236.9K)
Filed 2026-10-28
Versant Capital Management, Inc
DECREASED
Shares8,951 from 9,931
Change-980 (-10%)
Value$1.3M (-$155.9K)
Filed 2026-10-02
Premier Path Wealth Partners, LLC
INCREASED
Shares8,937 from 8,286
Change+651 (+8%)
Value$1.3M (+$83.4K)
Filed 2026-10-16
Triumph Capital Management
DECREASED
Shares8,907 from 9,178
Change-271 (-3%)
Value$1.3M (-$51.8K)
Filed 2026-10-14
McAdam, LLC
DECREASED
Shares8,894 from 9,315
Change-421 (-5%)
Value$1.3M (-$73.9K)
Filed 2026-10-21
Fulton Breakefield Broenniman LLC
INCREASED
Shares8,870 from 8,739
Change+131 (+2%)
Value$1.3M (+$7.2K)
Filed 2026-11-03
Measured Risk Portfolios, Inc.
INCREASED
Shares8,868 from 8,414
Change+454 (+5%)
Value$1.3M (+$54.5K)
Filed 2026-10-21
Vista Investment Partners II, LLC
INCREASED
Shares8,860 from 5,267
Change+3,593 (+68%)
Value$1.3M (+$514.8K)
Filed 2026-10-15
M.E. Allison & Co., Inc.
DECREASED
Shares8,843 from 9,006
Change-163 (-2%)
Value$1.3M (-$36.0K)
Filed 2026-10-09
Pacific Center for Financial Services
INCREASED
Shares8,843 from 8,841
Change+2 (+0%)
Value$1.3M (-$11.7K)
Filed 2026-10-15
SJS Investment Consulting Inc.
INCREASED
Shares8,833 from 8,229
Change+604 (+7%)
Value$1.3M (+$76.6K)
Filed 2026-10-26
Ellis Investment Partners, LLC
INCREASED
Shares8,816 from 8,752
Change+64 (+1%)
Value$1.3M (-$2.7K)
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares8,813 from 8,447
Change+366 (+4%)
Value$1.3M (+$41.8K)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares8,737 from 8,109
Change+628 (+8%)
Value$1.3M (+$80.3K)
Filed 2026-10-29
EPG Wealth Management LLC
DECREASED
Shares8,727 from 9,439
Change-712 (-8%)
Value$1.3M (-$116.3K)
Filed 2026-11-03
Gilman Hill Asset Management, LLC
DECREASED
Shares8,684 from 9,035
Change-351 (-4%)
Value$1.3M (-$63.2K)
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares8,683 from 9,240
Change-557 (-6%)
Value$1.3M (-$93.4K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares8,669 from 8,692
Change-23 (0%)
Value$1.3M (-$15.2K)
Filed 2026-11-03
Wealth Effects LLC
DECREASED
Shares8,659 from 8,751
Change-92 (-1%)
Value$1.3M (-$25.4K)
Filed 2026-10-23
Strong Retirement Solutions LLC
INCREASED
Shares8,654 from 8,050
Change+604 (+8%)
Value$1.3M (+$76.8K)
Filed 2026-10-07
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares8,650 from 7,706
Change+944 (+12%)
Value$1.3M (+$126.1K)
Filed 2026-10-14
Westbourne Investment Advisors, Inc.
DECREASED
Shares8,640 from 8,840
Change-200 (-2%)
Value$1.3M (-$41.1K)
Filed 2026-10-20
Certuity, LLC
INCREASED
Shares8,619 from 7,307
Change+1,312 (+18%)
Value$1.3M (+$180.7K)
Filed 2026-11-02
W Advisors, LLC
INCREASED
Shares8,601 from 8,466
Change+135 (+2%)
Value$1.2M (+$8.1K)
Filed 2026-11-02
Revisor Wealth Management LLC
INCREASED
Shares8,581 from 8,005
Change+576 (+7%)
Value$1.4M (+$179.7K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares8,571 from 9,732
Change-1,161 (-12%)
Value$1.2M (-$181.9K)
Filed 2026-10-28
Elco Management Co., LLC
INCREASED
Shares8,565 from 8,529
Change+36 (+0%)
Value$1.2M (-$6.4K)
Filed 2026-10-14
Guidance Capital, Inc
INCREASED
Shares8,541 from 8,329
Change+212 (+3%)
Value$1.4M (+$135.1K)
Filed 2026-11-03
Cassia Capital Partners, LLC
INCREASED
Shares8,515 from 8,252
Change+263 (+3%)
Value$1.2M (+$27.0K)
Filed 2026-11-04
HBW Advisory Services LLC
INCREASED
Shares8,510 from 8,452
Change+58 (+1%)
Value$1.2M (-$3.1K)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares8,507 from 8,341
Change+166 (+2%)
Value$1.2M (+$12.7K)
Filed 2026-10-15
Kennon-Green & Company, LLC
DECREASED
Shares8,506 from 8,591
Change-85 (-1%)
Value$1.2M (-$24.0K)
Filed 2026-10-05
Wedgewood Investors Inc
UNCHANGED
Shares8,498 from 8,498
Change0 (0%)
Value$1.2M (-$11.6K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED
Shares8,480 from 8,576
Change-96 (-1%)
Value$1.2M (-$25.5K)
Filed 2026-10-08
World Equity Group, Inc.
DECREASED
Shares8,473 from 8,928
Change-455 (-5%)
Value$1.2M (-$68.0K)
Filed 2026-10-14
TFC Financial Management, Inc.
DECREASED
Shares8,469 from 8,583
Change-114 (-1%)
Value$1.2M (-$28.2K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
INCREASED
Shares8,465 from 8,346
Change+119 (+1%)
Value$1.2M (+$5.9K)
Filed 2026-10-30
Thoroughbred Financial Services, LLC
DECREASED
Shares8,449 from 8,468
Change-19 (0%)
Value$1.2K (-$1.2M)
Filed 2026-11-09
Junk Investment Group, LLC
INCREASED
Shares8,443 from 7,418
Change+1,025 (+14%)
Value$1.2M (+$138.9K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares8,425 from 7,754
Change+671 (+9%)
Value$1.2M (+$75.9K)
Filed 2026-11-02
West Michigan Advisors, LLC
DECREASED
Shares8,397 from 8,901
Change-504 (-6%)
Value$1.2M (-$85.3K)
Filed 2026-11-09
Guardian Investment Management
DECREASED
Shares8,385 from 8,685
Change-300 (-3%)
Value$1.2M (-$55.4K)
Filed 2026-10-23
Paragon Capital Management Ltd
INCREASED
Shares8,381 from 8,380
Change+1 (+0%)
Value$1.2M (-$11.2K)
Filed 2026-10-09
Boyd Watterson Asset Management LLC
DECREASED
Shares8,354 from 10,108
Change-1,754 (-17%)
Value$1.2M (-$268.6K)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares8,349 from 8,124
Change+225 (+3%)
Value$1.2M (+$21.7K)
Filed 2026-10-27
EagleClaw Capital Managment, LLC
DECREASED
Shares8,349 from 8,447
Change-98 (-1%)
Value$1.2M (-$25.7K)
Filed 2026-11-06
Optas, LLC
DECREASED
Shares8,339 from 8,566
Change-227 (-3%)
Value$1.2M (-$44.6K)
Filed 2026-11-09
Clark & Stuart, Inc
INCREASED
Shares8,316 from 8,010
Change+306 (+4%)
Value$1.2M (+$33.6K)
Filed 2026-10-14
Scheeler Financial LLC
NEW
Shares8,308
Change+8,308
Value$1.2M
Filed 2026-10-13
Abner Herrman & Brock LLC
INCREASED
Shares8,291 from 7,936
Change+355 (+4%)
Value$1.2K (+$41)
Filed 2026-10-20
Cora Capital Advisors LLC
DECREASED
Shares8,288 from 8,471
Change-183 (-2%)
Value$1.2M (-$38.1K)
Filed 2026-11-02
Enterprise Financial Services Corp
DECREASED
Shares8,286 from 8,768
Change-482 (-5%)
Value$1.2M (-$81.9K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares8,262 from 10,171
Change-1,909 (-19%)
Value$1.2K (-$1.5M)
Filed 2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares8,261 from 13,161
Change-4,900 (-37%)
Value$1.2M (-$727.5K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares8,238 from 8,223
Change+15 (+0%)
Value$1.2M (-$9.1K)
Filed 2026-10-23
Eukles Asset Management
INCREASED
Shares8,226 from 8,207
Change+19 (+0%)
Value$1.2M (-$8.5K)
Filed 2026-11-04
Aldebaran Financial Inc.
DECREASED
Shares8,190 from 9,135
Change-945 (-10%)
Value$1.2M (-$149.7K)
Filed 2026-11-06
Successful Portfolios LLC
DECREASED
Shares8,176 from 8,199
Change-23 (0%)
Value$1.2M (-$12.0K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
DECREASED
Shares8,155 from 8,721
Change-566 (-6%)
Value$1.2M (-$94.1K)
Filed 2026-11-03
Golden Reserve Retirement LLC
INCREASED
Shares8,147 from 5,621
Change+2,526 (+45%)
Value$1.2M (+$359.4K)
Filed 2026-11-02
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares8,146 from 8,146
Change0 (0%)
Value$1.2M (-$11.1K)
Filed 2026-10-26
Barrett & Company, Inc.
DECREASED
Shares8,096 from 8,155
Change-59 (-1%)
Value$1.2M (-$19.7K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares8,081 from 9,952
Change-1,871 (-19%)
Value$1.2M (-$285.4K)
Filed 2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares8,066 from 10,507
Change-2,441 (-23%)
Value$1.2M (-$369.0K)
Filed 2026-11-09
Baker Tilly Wealth Management, LLC
DECREASED
Shares8,066 from 8,367
Change-301 (-4%)
Value$1.2M (-$55.2K)
Filed 2026-10-05
ASO Group Ltd
NEW
Shares8,057
Change+8,057
Value$1.2K
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares8,040 from 5,980
Change+2,060 (+34%)
Value$1.2M (+$291.1K)
Filed 2026-10-22
HMS Capital Management, LLC
DECREASED
Shares8,033 from 8,184
Change-151 (-2%)
Value$1.2M (-$33.1K)
Filed 2026-10-20
Integris Wealth Management, LLC
DECREASED
Shares8,032 from 8,051
Change-19 (0%)
Value$1.2M (-$13.7K)
Filed 2026-10-14
Asio Capital, LLC
INCREASED
Shares8,016 from 6,651
Change+1,365 (+21%)
Value$1.2M (+$189.3K)
Filed 2026-10-19
Everest Financial Group LLC
INCREASED
Shares8,013 from 7,746
Change+267 (+3%)
Value$1.2M (+$28.2K)
Filed 2026-11-06
Elmwood Wealth Management, Inc.
DECREASED
Shares7,982 from 8,578
Change-596 (-7%)
Value$1.2M (-$98.2K)
Filed 2026-10-14
First Financial Corp
INCREASED
Shares7,982 from 7,872
Change+110 (+1%)
Value$1.2M (+$5.3K)
Filed 2026-10-13
JB Capital LLC
DECREASED
Shares7,945 from 8,346
Change-401 (-5%)
Value$1.2M (-$69.6K)
Filed 2026-10-19
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares7,941 from 7,941
Change0 (0%)
Value$1.2M (-$10.8K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares7,922 from 7,969
Change-47 (-1%)
Value$1.2M (-$17.6K)
Filed 2026-10-16
Sentry LLC
DECREASED
Shares7,916 from 8,417
Change-501 (-6%)
Value$1.2M (-$84.2K)
Filed 2026-10-30
Castleview Partners, LLC
INCREASED
Shares7,909 from 7,207
Change+702 (+10%)
Value$1.1M (+$92.3K)
Filed 2026-10-09
Arjuna Capital
DECREASED
Shares7,907 from 7,954
Change-47 (-1%)
Value$1.1M (-$17.6K)
Filed 2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares7,881 from 13,523
Change-5,642 (-42%)
Value$1.1M (-$838.1K)
Filed 2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares7,876 from 8,085
Change-209 (-3%)
Value$1.1M (-$41.4K)
Filed 2026-10-08
Financial Solutions Advisory Group, Inc.
INCREASED
Shares7,855 from 7,445
Change+410 (+6%)
Value$1.3M (+$158.4K)
Filed 2026-10-28
Rose Capital Advisors LLC
NEW
Shares7,843
Change+7,843
Value$1.1M
Filed 2026-11-04
Winch Advisory Services, LLC
DECREASED
Shares7,833 from 7,919
Change-86 (-1%)
Value$1.1M (-$23.2K)
Filed 2026-11-06
Charles Schwab Trust Co
INCREASED
Shares7,832 from 7,282
Change+550 (+8%)
Value$1.1M (+$70.0K)
Filed 2026-10-15
626 Financial, LLC
DECREASED
Shares7,825 from 8,054
Change-229 (-3%)
Value$1.1M (-$44.3K)
Filed 2026-11-04
Prudent Man Advisors, LLC
DECREASED
Shares7,824 from 8,054
Change-230 (-3%)
Value$1.1M (-$44.4K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
INCREASED
Shares7,810 from 7,798
Change+12 (+0%)
Value$1.1M (-$9.0K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,800 from 6,885
Change+915 (+13%)
Value$1.1M (+$123.6K)
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED
Shares7,796 from 8,358
Change-562 (-7%)
Value$1.1M (-$93.0K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
INCREASED
Shares7,782 from 6,598
Change+1,184 (+18%)
Value$1.1M (+$163.0K)
Filed 2026-10-21
Core Wealth Partners LLC
DECREASED
Shares7,756 from 7,818
Change-62 (-1%)
Value$1.1M (-$19.6K)
Filed 2026-11-02
James J. Burns & Company, LLC
INCREASED
Shares7,733 from 7,720
Change+13 (+0%)
Value$1.1M (-$8.8K)
Filed 2026-10-22
DB&C Advisors, LLC
INCREASED
Shares7,721 from 7,682
Change+39 (+1%)
Value$1.1M (-$4.8K)
Filed 2026-10-26
Johnson & White Wealth Management, LLC
INCREASED
Shares7,715 from 7,264
Change+451 (+6%)
Value$1.1M (+$55.7K)
Filed 2026-11-03
Colorado Capital Management, Inc.
DECREASED
Shares7,704 from 7,747
Change-43 (-1%)
Value$1.1K (-$17)
Filed 2026-10-15
Argent Capital Management LLC
UNCHANGED
Shares7,701 from 7,701
Change0 (0%)
Value$1.1M (-$10.5K)
Filed 2026-10-05
Alliance Wealth Advisors, LLC
DECREASED
Shares7,679 from 7,914
Change-235 (-3%)
Value$1.1M (-$44.9K)
Filed 2026-10-14
Trueblood Wealth Management, LLC
INCREASED
Shares7,658 from 7,646
Change+12 (+0%)
Value$1.1M (-$8.6K)
Filed 2026-10-23
Mainsail Financial Group, LLC
INCREASED
Shares7,657 from 7,025
Change+632 (+9%)
Value$1.1M (+$82.3K)
Filed 2026-10-23
Aspire Private Capital, LLC
DECREASED
Shares7,650 from 7,699
Change-49 (-1%)
Value$1.1M (-$17.6K)
Filed 2026-11-05
Moller Wealth Partners
DECREASED
Shares7,646 from 9,249
Change-1,603 (-17%)
Value$1.1M (-$245.5K)
Filed 2026-10-15
Swiss RE LTD
INCREASED
Shares7,639 from 4,646
Change+2,993 (+64%)
Value$1.1M (+$428.5K)
Filed 2026-11-06
Roxbury Financial LLC
DECREASED
Shares7,639 from 7,998
Change-359 (-4%)
Value$1.1M (-$63.0K)
Filed 2026-10-01
Gilliland Jeter Wealth Management LLC
DECREASED
Shares7,618 from 7,751
Change-133 (-2%)
Value$1.1M (-$29.9K)
Filed 2026-10-28
Pinion Investment Advisors, LLC
INCREASED
Shares7,612 from 7,382
Change+230 (+3%)
Value$1.1M (+$23.4K)
Filed 2026-11-04
WoodTrust Financial Corp
DECREASED
Shares7,606 from 7,633
Change-27 (0%)
Value$1.1K (-$1.1M)
Filed 2026-10-09
Barlow Wealth Partners, LLC
INCREASED
Shares7,602 from 7,401
Change+201 (+3%)
Value$1.1M (+$30.0K)
Filed 2026-10-15
Mattern Wealth Management LLC
UNCHANGED
Shares7,602 from 7,602
Change0 (0%)
Value$1.1M (-$10.3K)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares7,601 from 6,858
Change+743 (+11%)
Value$1.1M (+$98.6K)
Filed 2026-10-08
DMC Group, LLC
INCREASED
Shares7,595 from 7,535
Change+60 (+1%)
Value$1.1M (-$1.5K)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares7,587 from 2,294
Change+5,293 (+231%)
Value$1.1M (+$765.7K)
Filed 2026-10-09
BankPlus Wealth Management LLC
DECREASED
Shares7,567 from 7,738
Change-171 (-2%)
Value$1.1M (-$35.0K)
Filed 2026-10-13
Altus Wealth Management, LLC
INCREASED
Shares7,565 from 6,999
Change+566 (+8%)
Value$1.1M (+$72.7K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED
Shares7,562 from 7,181
Change+381 (+5%)
Value$1.1M (+$45.6K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares7,536 from 1,884
Change+5,652 (+300%)
Value$1.1M (+$818.6K)
Filed 2026-10-30
Howard Capital Management Group, LLC
DECREASED
Shares7,536 from 7,537
Change-1 (0%)
Value$1.1M (-$10.3K)
Filed 2026-10-16
Tanager Wealth Management LLP
INCREASED
Shares7,529 from 6,126
Change+1,403 (+23%)
Value$1.1M (+$195.4K)
Filed 2026-10-19
Cannon Financial Strategists, Inc.
UNCHANGED
Shares7,509 from 7,509
Change0 (0%)
Value$1.1M (-$10.2K)
Filed 2026-10-19
Purkiss Capital Advisors LLC
INCREASED
Shares7,508 from 7,208
Change+300 (+4%)
Value$1.1M (+$33.9K)
Filed 2026-11-06
RM Financial Services, LLC
DECREASED
Shares7,502 from 7,628
Change-126 (-2%)
Value$1.1M (-$28.7K)
Filed 2026-11-03
Aljian Capital Management, LLC
DECREASED
Shares7,492 from 7,542
Change-50 (-1%)
Value$1.1M (-$17.6K)
Filed 2026-10-28
Finward Bancorp
UNCHANGED
Shares7,483 from 7,483
Change0 (0%)
Value$1.1M (-$10.2K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
DECREASED
Shares7,477 from 8,142
Change-665 (-8%)
Value$1.1M (-$107.6K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
DECREASED
Shares7,476 from 7,592
Change-116 (-2%)
Value$1.1M (-$27.2K)
Filed 2026-11-06
Godsey & Gibb, Inc
INCREASED
Shares7,470 from 7,461
Change+9 (+0%)
Value$1.1M (-$8.8K)
Filed 2026-10-14
Lawood & Co
DECREASED
Shares7,466 from 7,766
Change-300 (-4%)
Value$1.1M (-$54.1K)
Filed 2026-10-09
Little House Capital LLC
DECREASED
Shares7,466 from 7,511
Change-45 (-1%)
Value$1.1M (-$16.7K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares7,443 from 4,053
Change+3,390 (+84%)
Value$1.1M (+$487.0K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares7,421 from 5,475
Change+1,946 (+36%)
Value$1.1M (+$275.3K)
Filed 2026-10-21
J. Team Financial, Inc.
INCREASED
Shares7,413 from 6,352
Change+1,061 (+17%)
Value$1.1M (+$145.4K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
DECREASED
Shares7,409 from 8,018
Change-609 (-8%)
Value$1.1M (-$99.5K)
Filed 2026-10-22
Sage Rhino Capital LLC
INCREASED
Shares7,399 from 7,396
Change+3 (+0%)
Value$1.1M (-$9.6K)
Filed 2026-10-28
One Wealth Capital Management, LLC
INCREASED
Shares7,397 from 3,025
Change+4,372 (+145%)
Value$1.1M (+$631.1K)
Filed 2026-10-23
Presilium Private Wealth, LLC
INCREASED
Shares7,357 from 7,251
Change+106 (+1%)
Value$1.1M (+$5.5K)
Filed 2026-10-26
Reik & Co., LLC
DECREASED
Shares7,306 from 7,513
Change-207 (-3%)
Value$1.1M (-$40.3K)
Filed 2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED
Shares7,291 from 7,372
Change-81 (-1%)
Value$1.1M (-$21.8K)
Filed 2026-11-02
180 Wealth Advisors, LLC
INCREASED
Shares7,291 from 7,279
Change+12 (+0%)
Value$1.1M (-$8.1K)
Filed 2026-11-03
Abacus Planning Group, Inc.
INCREASED
Shares7,285 from 5,845
Change+1,440 (+25%)
Value$1.1M (+$201.2K)
Filed 2026-11-02
Mirador Capital Partners LP
INCREASED
Shares7,273 from 7,257
Change+16 (+0%)
Value$1.1M (-$7.5K)
Filed 2026-10-09
Advocate Investing Services LLC
INCREASED
Shares7,259 from 7,187
Change+72 (+1%)
Value$1.1M (+$617)
Filed 2026-10-26
Norris Perne & French LLP
DECREASED
Shares7,246 from 7,367
Change-121 (-2%)
Value$1.1M (-$27.6K)
Filed 2026-10-23
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares7,204 from 7,169
Change+35 (+0%)
Value$1.0K (-$1.0M)
Filed 2026-11-04
Centurion Wealth Management LLC
DECREASED
Shares7,198 from 9,381
Change-2,183 (-23%)
Value$1.0M (-$329.9K)
Filed 2026-10-13
Biltmore Wealth Management, LLC
DECREASED
Shares7,188 from 7,329
Change-141 (-2%)
Value$1.0M (-$30.6K)
Filed 2026-10-09
Raleigh Capital Management Inc.
INCREASED
Shares7,154 from 6,997
Change+157 (+2%)
Value$1.0M (+$13.3K)
Filed 2026-10-28
Income Insurance Ltd
UNCHANGED
Shares7,153 from 7,153
Change0 (0%)
Value$1.0M (-$9.7K)
Filed 2026-10-21
First Interstate Bank
DECREASED
Shares7,107 from 7,379
Change-272 (-4%)
Value$1.0M (-$49.6K)
Filed 2026-10-23
Chapman Financial Group, LLC
UNCHANGED
Shares7,084 from 7,084
Change0 (0%)
Value$1.0M (-$9.6K)
Filed 2026-10-26
Beacon Financial Group
DECREASED
Shares7,077 from 7,490
Change-413 (-6%)
Value$1.0M (-$70.2K)
Filed 2026-10-19
Affinity Capital Advisors, LLC
INCREASED
Shares7,066 from 6,855
Change+211 (+3%)
Value$1.1M (+$45.1K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED
Shares7,066 from 6,991
Change+75 (+1%)
Value$1.0M (+$1.3K)
Filed 2026-10-22
Challenger Wealth Management
DECREASED
Shares7,048 from 8,264
Change-1,216 (-15%)
Value$1.0M (-$187.9K)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares7,037 from 7,026
Change+11 (+0%)
Value$1.0M (-$7.9K)
Filed 2026-10-29
Lummis Asset Management, LP
DECREASED
Shares7,000 from 7,003
Change-3 (0%)
Value$1.1M (+$111.6K)
Filed 2026-11-09
LSV Asset Management
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.0K (-$1.0M)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
INCREASED
Shares6,992 from 6,642
Change+350 (+5%)
Value$1.0M (+$41.8K)
Filed 2026-10-20
St. Johns Investment Management Company, LLC
INCREASED
Shares6,969 from 6,713
Change+256 (+4%)
Value$1.0M (+$28.1K)
Filed 2026-10-30
Maple Capital Management, Inc.
DECREASED
Shares6,967 from 7,127
Change-160 (-2%)
Value$1.0M (-$32.9K)
Filed 2026-11-02
Vaquero Private Wealth, LTD
UNCHANGED
Shares6,943 from 6,943
Change0 (0%)
Value$1.0M (-$9.4K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
DECREASED
Shares6,938 from 8,640
Change-1,702 (-20%)
Value$1.0M (-$259.1K)
Filed 2026-10-29
Financial Consulate, Inc
DECREASED
Shares6,935 from 7,365
Change-430 (-6%)
Value$1.0M (-$72.5K)
Filed 2026-10-23
Baron Wealth Management LLC
DECREASED
Shares6,929 from 7,361
Change-432 (-6%)
Value$1.0M (-$72.7K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
DECREASED
Shares6,916 from 7,121
Change-205 (-3%)
Value$1.0M (-$39.4K)
Filed 2026-10-28
True Private Wealth Advisors
INCREASED
Shares6,914 from 6,890
Change+24 (+0%)
Value$1.0M (-$5.8K)
Filed 2026-10-19
Landaas & Co
DECREASED
Shares6,893 from 7,021
Change-128 (-2%)
Value$1.0M (-$28.1K)
Filed 2026-10-29
Advisory Solutions Group, LLC
INCREASED
Shares6,868 from 3,938
Change+2,930 (+74%)
Value$997.8K (+$420.3K)
Filed 2026-10-14
Seamount Financial Group Inc
UNCHANGED
Shares6,855 from 6,855
Change0 (0%)
Value$995.9K (-$9.3K)
Filed 2026-10-21
Orrstown Financial Services Inc
DECREASED
Shares6,842 from 6,976
Change-134 (-2%)
Value$994.0K (-$29.0K)
Filed 2026-10-14
Southern Michigan Bank & Trust
DECREASED
Shares6,823 from 7,053
Change-230 (-3%)
Value$991.2K (-$43.0K)
Filed 2026-10-19
Capstone Capital Management Ltd
NEW
Shares6,820
Change+6,820
Value$990.8K
Filed 2026-10-21
Cardiff Park Advisors, LLC
DECREASED
Shares6,814 from 7,530
Change-716 (-10%)
Value$989.9K (-$114.3K)
Filed 2026-11-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares6,810 from 11,536
Change-4,726 (-41%)
Value$989.4K (-$702.3K)
Filed 2026-10-14
Kelman-Lazarov, Inc.
INCREASED
Shares6,798 from 5,581
Change+1,217 (+22%)
Value$987.6K (+$169.2K)
Filed 2026-11-09
Chesapeake Capital Corp
NEW
Shares6,797
Change+6,797
Value$987.5K
Filed 2026-11-09
Investment Research Partners LLC
INCREASED
Shares6,796 from 6,602
Change+194 (+3%)
Value$987.4K (+$19.2K)
Filed 2026-10-19
Cpwa, LLC
DECREASED
Shares6,769 from 6,857
Change-88 (-1%)
Value$1.0M (+$31.5K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,768 from 6,768
Change0 (0%)
Value$983.3K (-$11.9K)
Filed 2026-10-13
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares6,763 from 6,729
Change+34 (+1%)
Value$982.5K (-$4.2K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
DECREASED
Shares6,762 from 7,167
Change-405 (-6%)
Value$982.4K (-$68.5K)
Filed 2026-10-23
Evansbrook LLC
INCREASED
Shares6,760 from 6,660
Change+100 (+2%)
Value$982.1K (+$5.5K)
Filed 2026-10-16
Auxano Advisors, LLC
DECREASED
Shares6,738 from 7,129
Change-391 (-5%)
Value$978.9K (-$66.5K)
Filed 2026-11-06
Kelly Financial Group LLC
UNCHANGED
Shares6,735 from 6,735
Change0 (0%)
Value$978.7K (-$9.0K)
Filed 2026-10-16
Smith Shellnut Wilson LLC
UNCHANGED
Shares6,734 from 6,734
Change0 (0%)
Value$978.3K (-$9.2K)
Filed 2026-10-21
Renasant Bank
INCREASED
Shares6,717 from 2,612
Change+4,105 (+157%)
Value$975.8K (+$592.8K)
Filed 2026-11-05
Summit Wealth Group, LLC
DECREASED
Shares6,701 from 6,832
Change-131 (-2%)
Value$973.5K (-$28.3K)
Filed 2026-11-09
Detalus Advisors, LLC
DECREASED
Shares6,694 from 6,844
Change-150 (-2%)
Value$972.4K (-$31.1K)
Filed 2026-10-15
Certified Advisory Corp
DECREASED
Shares6,689 from 6,697
Change-8 (0%)
Value$971.8K (-$10.2K)
Filed 2026-10-29
Carlson Financial, Inc.
DECREASED
Shares6,685 from 6,870
Change-185 (-3%)
Value$971.2K (-$35.9K)
Filed 2026-11-05
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares6,684 from 6,684
Change0 (0%)
Value$971.1K (-$9.1K)
Filed 2026-11-05
MTM Investment Management, LLC
DECREASED
Shares6,677 from 6,905
Change-228 (-3%)
Value$970.0K (-$42.5K)
Filed 2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED
Shares6,675 from 6,765
Change-90 (-1%)
Value$969.8K (-$22.2K)
Filed 2026-10-09
Waller Financial Planning Group, Inc
UNCHANGED
Shares6,675 from 6,675
Change0 (0%)
Value$969.7K (-$9.1K)
Filed 2026-10-07
Evermay Wealth Management LLC
DECREASED
Shares6,668 from 7,204
Change-536 (-7%)
Value$968.7K (-$87.7K)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
INCREASED
Shares6,659 from 3,633
Change+3,026 (+83%)
Value$967.4K (+$434.7K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares6,659 from 7,100
Change-441 (-6%)
Value$967.4K (-$73.7K)
Filed 2026-10-28
Towerpoint Wealth, LLC
DECREASED
Shares6,656 from 6,771
Change-115 (-2%)
Value$967.0K (-$25.9K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares6,630 from 4,318
Change+2,312 (+54%)
Value$963.3K (+$330.1K)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
INCREASED
Shares6,627 from 6,488
Change+139 (+2%)
Value$962.8K (+$11.4K)
Filed 2026-11-05
Cross Staff Investments Inc
DECREASED
Shares6,627 from 6,676
Change-49 (-1%)
Value$962.8K (-$16.3K)
Filed 2026-10-22
Stableford Capital II LLC
INCREASED
Shares6,608 from 6,572
Change+36 (+1%)
Value$960.0K (-$3.7K)
Filed 2026-10-09
Personal CFO Solutions, LLC
DECREASED
Shares6,577 from 8,724
Change-2,147 (-25%)
Value$955.5K (-$323.8K)
Filed 2026-11-06
Cromwell Holdings LLC
INCREASED
Shares6,576 from 6,187
Change+389 (+6%)
Value$955.4K (+$48.1K)
Filed 2026-10-28
Verity Asset Management, Inc.
DECREASED
Shares6,574 from 6,600
Change-26 (0%)
Value$955.0K (-$12.7K)
Filed 2026-10-30
Guilbault Capital LLC
DECREASED
Shares6,570 from 6,715
Change-145 (-2%)
Value$954.4K (-$30.2K)
Filed 2026-10-28
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares6,566 from 6,570
Change-4 (0%)
Value$954.0K (-$9.4K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED
Shares6,555 from 7,094
Change-539 (-8%)
Value$952.2K (-$88.1K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
INCREASED
Shares6,555 from 6,489
Change+66 (+1%)
Value$952.3K (+$764)
Filed 2026-10-29
Lester Murray Antman dba SimplyRich
DECREASED
Shares6,547 from 11,746
Change-5,199 (-44%)
Value$951.1K (-$21.3K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares6,541 from 6,380
Change+161 (+3%)
Value$950.2K (+$14.7K)
Filed 2026-10-29
Balefire, LLC
INCREASED
Shares6,534 from 5,798
Change+736 (+13%)
Value$949.3K (+$99.0K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
DECREASED
Shares6,525 from 6,562
Change-37 (-1%)
Value$948.0K (-$14.3K)
Filed 2026-10-09
Berman McAleer LLC
DECREASED
Shares6,519 from 6,557
Change-38 (-1%)
Value$947.1K (-$14.4K)
Filed 2026-10-16
Legacy Advisors, LLC
DECREASED
Shares6,515 from 7,131
Change-616 (-9%)
Value$946.5K (-$99.2K)
Filed 2026-10-19
Smith Thornton Advisors LLC
INCREASED
Shares6,496 from 6,476
Change+20 (+0%)
Value$943.8K (-$17.1K)
Filed 2026-10-16
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares6,488 from 6,488
Change0 (0%)
Value$942.6K (-$8.8K)
Filed 2026-10-22
Adelphi Trust Co
INCREASED
Shares6,482 from 6,074
Change+408 (+7%)
Value$941.7K (+$51.0K)
Filed 2026-10-05
Northern Financial Advisors Inc
INCREASED
Shares6,476 from 6,093
Change+383 (+6%)
Value$940.8K (+$47.3K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares6,443 from 3,873
Change+2,570 (+66%)
Value$936.0K (+$368.0K)
Filed 2026-10-27
Park Place Capital Corp
INCREASED
Shares6,436 from 1,900
Change+4,536 (+239%)
Value$935.0K (+$656.4K)
Filed 2026-11-09
City State Bank
INCREASED
Shares6,427 from 6,104
Change+323 (+5%)
Value$933.7K (+$38.6K)
Filed 2026-10-20
Richwood Investment Advisors, LLC
DECREASED
Shares6,426 from 6,539
Change-113 (-2%)
Value$933.6K (-$25.2K)
Filed 2026-10-30
RMR Wealth Builders
DECREASED
Shares6,423 from 6,511
Change-88 (-1%)
Value$933.1K (-$21.6K)
Filed 2026-10-22
Steph & Co
INCREASED
Shares6,410 from 6,344
Change+66 (+1%)
Value$931.2K (+$961)
Filed 2026-10-07
Balentine LLC
DECREASED
Shares6,408 from 7,109
Change-701 (-10%)
Value$931.0K (-$111.5K)
Filed 2026-11-03
Wynn Capital, LLC
INCREASED
Shares6,381 from 6,181
Change+200 (+3%)
Value$927.0K (+$20.7K)
Filed 2026-10-13
Peoples Bank
DECREASED
Shares6,372 from 6,385
Change-13 (0%)
Value$925.7K (-$10.6K)
Filed 2026-10-09
Byrne Asset Management LLC
INCREASED
Shares6,368 from 6,333
Change+35 (+1%)
Value$916.7K (-$12.0K)
Filed 2026-10-06
FSM Wealth Advisors, LLC
DECREASED
Shares6,366 from 7,359
Change-993 (-13%)
Value$958.7K (-$120.5K)
Filed 2026-10-27
Tannin Capital LLC
DECREASED
Shares6,351 from 8,233
Change-1,882 (-23%)
Value$922.7K (-$284.6K)
Filed 2026-11-05
Saxony Capital Management, LLC
INCREASED
Shares6,348 from 6,286
Change+62 (+1%)
Value$922.2K (+$458)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares6,338 from 5,623
Change+715 (+13%)
Value$920.8K (+$96.2K)
Filed 2026-11-05
Corundum Group, Inc.
INCREASED
Shares6,336 from 5,954
Change+382 (+6%)
Value$920.5K (+$47.4K)
Filed 2026-10-28
Canopy Partners, LLC
INCREASED
Shares6,295 from 6,159
Change+136 (+2%)
Value$914.5K (+$11.4K)
Filed 2026-10-28
Windsor Capital Management, LLC
DECREASED
Shares6,264 from 6,659
Change-395 (-6%)
Value$910.0K (-$66.5K)
Filed 2026-10-13
Lincoln Capital LLC
DECREASED
Shares6,260 from 6,314
Change-54 (-1%)
Value$912.7K (-$13.2K)
Filed 2026-10-09
LongView Wealth Management
DECREASED
Shares6,256 from 6,274
Change-18 (0%)
Value$908.8K (-$11.2K)
Filed 2026-10-19
Verum Partners LLC
DECREASED
Shares6,251 from 7,454
Change-1,203 (-16%)
Value$908.2K (-$184.9K)
Filed 2026-10-21
Magnolia Capital Management LTD
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$908 (-$8)
Filed 2026-10-09
Nilsine Partners, LLC
DECREASED
Shares6,249 from 18,423
Change-12,174 (-66%)
Value$907.8K (-$1.8M)
Filed 2026-11-02
Wilkerson Advisory Group LLC
INCREASED
Shares6,241 from 5,532
Change+709 (+13%)
Value$906.8K (+$95.5K)
Filed 2026-10-20
Floyd Financial Group LLC
INCREASED
Shares6,238 from 5,689
Change+549 (+10%)
Value$954.7K (+$123.6K)
Filed 2026-10-28
Founders Capital Management, LLC
INCREASED
Shares6,209 from 6,134
Change+75 (+1%)
Value$902.0K (+$2.6K)
Filed 2026-10-23
Foster Group, Inc.
DECREASED
Shares6,206 from 6,459
Change-253 (-4%)
Value$901.7K (-$45.4K)
Filed 2026-10-13
6th Street Advisors, LLC
UNCHANGED
Shares6,182 from 6,182
Change0 (0%)
Value$898.1K (-$8.4K)
Filed 2026-10-14
Doliver Advisors, LP
DECREASED
Shares6,180 from 6,493
Change-313 (-5%)
Value$897.8K (-$54.2K)
Filed 2026-10-01
Rede Wealth, LLC
DECREASED
Shares6,172 from 6,321
Change-149 (-2%)
Value$896.6K (-$30.2K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares6,161 from 6,011
Change+150 (+3%)
Value$895.1K (+$13.6K)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares6,129 from 6,223
Change-94 (-2%)
Value$890.4K (-$22.1K)
Filed 2026-10-19
Bangor Savings Bank
INCREASED
Shares6,123 from 3,388
Change+2,735 (+81%)
Value$889.6K (+$392.7K)
Filed 2026-10-06
Whalen Wealth Management Inc.
INCREASED
Shares6,111 from 5,824
Change+287 (+5%)
Value$887.8K (+$33.8K)
Filed 2026-10-08
Paladin Wealth, LLC
INCREASED
Shares6,094 from 4,914
Change+1,180 (+24%)
Value$885.4K (+$164.8K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares6,089 from 5,404
Change+685 (+13%)
Value$884.9K (+$95.9K)
Filed 2026-10-15
Partnership Wealth Management, LLC
INCREASED
Shares6,084 from 6,078
Change+6 (+0%)
Value$883.9K (-$7.4K)
Filed 2026-10-05
Keudell ison Wealth Management
DECREASED
Shares6,083 from 6,201
Change-118 (-2%)
Value$883.7K (-$25.6K)
Filed 2026-10-16
Pinnacle West Asset Management, Inc.
DECREASED
Shares6,060 from 6,185
Change-125 (-2%)
Value$880 (-$906.1K)
Filed 2026-11-09
Legacy Trust
DECREASED
Shares6,042 from 6,167
Change-125 (-2%)
Value$976.2K (+$71.9K)
Filed 2026-11-06
Fire Capital Management LLC
NEW
Shares6,040
Change+6,040
Value$877.5K
Filed 2026-10-27
Brick & Kyle, Associates
INCREASED
Shares6,039 from 6,028
Change+11 (+0%)
Value$877.3K (+$6.7K)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares6,019 from 5,317
Change+702 (+13%)
Value$866.4K (+$86.7K)
Filed 2026-10-20
Zions Bancorporation, National Association
DECREASED
Shares6,015 from 7,510
Change-1,495 (-20%)
Value$873.9K (-$227.4K)
Filed 2026-11-06
Gibson Wealth Advisors LLC
UNCHANGED
Shares6,008 from 6,008
Change0 (0%)
Value$872.8K (-$8.2K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares6,000 from 6,926
Change-926 (-13%)
Value$871.7K (-$143.9K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
INCREASED
Shares6,000 from 5,999
Change+1 (+0%)
Value$871.7K (-$8.0K)
Filed 2026-10-15
Farrow Financial, Inc.
UNCHANGED
Shares5,989 from 5,989
Change0 (0%)
Value$870.1K (-$8.1K)
Filed 2026-10-30
Center for Wealth Management Advisory
INCREASED
Shares5,986 from 5,838
Change+148 (+3%)
Value$869.7K (+$13.7K)
Filed 2026-10-23
Altus Wealth Group LLC
INCREASED
Shares5,985 from 5,927
Change+58 (+1%)
Value$869.4K (+$287)
Filed 2026-10-20
Spinnaker Investment Group, LLC
DECREASED
Shares5,967 from 6,230
Change-263 (-4%)
Value$866.9K (-$46.7K)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares5,938 from 5,816
Change+122 (+2%)
Value$862.7K (+$9.8K)
Filed 2026-11-03
Chemistry Wealth Management LLC
UNCHANGED
Shares5,923 from 5,923
Change0 (0%)
Value$860.5K (-$8.1K)
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares5,897
Change+5,897
Value$856.7K
Filed 2026-10-07
North Point Portfolio Managers Corp
INCREASED
Shares5,895 from 5,424
Change+471 (+9%)
Value$856.4K (+$61.1K)
Filed 2026-10-07
Trilogy Capital Inc.
INCREASED
Shares5,886 from 5,692
Change+194 (+3%)
Value$855.1K (+$20.3K)
Filed 2026-10-20
TFR Capital, Llc.
DECREASED
Shares5,882 from 5,893
Change-11 (0%)
Value$854.5K (-$9.6K)
Filed 2026-11-09
Sound Income Strategies, LLC
DECREASED
Shares5,881 from 8,052
Change-2,171 (-27%)
Value$885.6K (-$295.2K)
Filed 2026-10-09
Vigilare Wealth Management
DECREASED
Shares5,879 from 6,034
Change-155 (-3%)
Value$854.1K (-$30.7K)
Filed 2026-10-29
TFB Advisors LLC
INCREASED
Shares5,867 from 5,166
Change+701 (+14%)
Value$852.4K (+$94.8K)
Filed 2026-11-02
KFG Wealth Management, LLC
DECREASED
Shares5,866 from 6,570
Change-704 (-11%)
Value$852.2K (-$111.3K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares5,865 from 5,435
Change+430 (+8%)
Value$852.0K (+$49.7K)
Filed 2026-10-30
QTR Family Wealth, LLC
INCREASED
Shares5,857 from 3,891
Change+1,966 (+51%)
Value$850.9K (+$280.2K)
Filed 2026-11-02
Long Road Investment Counsel, LLC
UNCHANGED
Shares5,851 from 5,851
Change0 (0%)
Value$850.0K (-$8.0K)
Filed 2026-11-04
Alhambra Investment Management LLC
INCREASED
Shares5,846 from 5,782
Change+64 (+1%)
Value$849.3K (+$1.4K)
Filed 2026-10-15
Asset Planning Services Inc
UNCHANGED
Shares5,844 from 5,844
Change0 (0%)
Value$849 (-$856.2K)
Filed 2026-10-15
JSF Financial, LLC
INCREASED
Shares5,841 from 4,990
Change+851 (+17%)
Value$848.5K (+$116.7K)
Filed 2026-10-22
Hamilton Point Investment Advisors, LLC
DECREASED
Shares5,838 from 6,041
Change-203 (-3%)
Value$848.2K (-$37.7K)
Filed 2026-11-03
FAI Advisors, Inc.
INCREASED
Shares5,819 from 5,760
Change+59 (+1%)
Value$845.4K (+$738)
Filed 2026-10-27
KG Capital Management
DECREASED
Shares5,810 from 5,882
Change-72 (-1%)
Value$844.1K (-$18.4K)
Filed 2026-10-15
Valley Brook Capital Group, Inc.
DECREASED
Shares5,798 from 6,698
Change-900 (-13%)
Value$842.3K (-$139.9K)
Filed 2026-10-26
LexAurum Advisors, LLC
DECREASED
Shares5,797 from 6,268
Change-471 (-8%)
Value$842.2K (-$76.9K)
Filed 2026-10-19
Seven Hills Financial, LLC
NEW
Shares5,795
Change+5,795
Value$841.9K
Filed 2026-10-13
Davis Capital Management
DECREASED
Shares5,790 from 5,999
Change-209 (-3%)
Value$841.2K (-$38.5K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
DECREASED
Shares5,789 from 6,267
Change-478 (-8%)
Value$841.0K (-$78.0K)
Filed 2026-10-29
Community Bank of Raymore
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$840.4K (-$7.9K)
Filed 2026-10-23
Lyell Wealth Management, LP
DECREASED
Shares5,783 from 5,918
Change-135 (-2%)
Value$840.2K (-$27.7K)
Filed 2026-10-30
Essex Investment Management Co LLC
DECREASED
Shares5,771 from 5,856
Change-85 (-1%)
Value$838.4K (-$20.3K)
Filed 2026-10-19
SGL Investment Advisors, Inc.
DECREASED
Shares5,756 from 5,844
Change-88 (-2%)
Value$952.0K (+$96.2K)
Filed 2026-11-09
Seelaus Asset Management LLC
INCREASED
Shares5,731 from 5,609
Change+122 (+2%)
Value$832.6K (+$10.1K)
Filed 2026-10-14
Fortis Group Advisors, LLC
INCREASED
Shares5,718 from 5,709
Change+9 (+0%)
Value$920.4K (+$83.3K)
Filed 2026-11-06
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares5,713 from 6,031
Change-318 (-5%)
Value$830.0K (-$54.4K)
Filed 2026-10-28
Langley Wealth Management, LLC
INCREASED
Shares5,712 from 5,700
Change+12 (+0%)
Value$829.8K (-$6.0K)
Filed 2026-11-04
Sierra Summit Advisors LLC
DECREASED
Shares5,703 from 5,720
Change-17 (0%)
Value$828.5K (-$10.2K)
Filed 2026-10-28
Focused Wealth Management, Inc
INCREASED
Shares5,700 from 5,623
Change+77 (+1%)
Value$828.1K (+$3.5K)
Filed 2026-10-30
Capstone Wealth Management Group, LLC
DECREASED
Shares5,696 from 5,938
Change-242 (-4%)
Value$875.1K (+$4.3K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED
Shares5,644 from 5,604
Change+40 (+1%)
Value$820.0K (-$1.7K)
Filed 2026-10-22
Clear Trail Advisors, LLC
DECREASED
Shares5,635 from 5,642
Change-7 (0%)
Value$818.7K (-$8.7K)
Filed 2026-10-20
General Partner, Inc.
DECREASED
Shares5,627 from 6,377
Change-750 (-12%)
Value$817.5K (-$117.6K)
Filed 2026-10-05
Citizens Business Bank
DECREASED
Shares5,580 from 5,626
Change-46 (-1%)
Value$810.7K (-$14.3K)
Filed 2026-11-09
OP Asset Management Ltd
UNCHANGED
Shares5,580 from 5,580
Change0 (0%)
Value$810.7K (-$7.6K)
Filed 2026-11-05
Providence Financial Advisors, LLC
DECREASED
Shares5,575 from 6,167
Change-592 (-10%)
Value$810.0K (-$94.4K)
Filed 2026-11-06
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares5,571 from 3,760
Change+1,811 (+48%)
Value$809.4K (+$258.0K)
Filed 2026-10-09
Cambridge Advisors Inc.
DECREASED
Shares5,566 from 5,706
Change-140 (-2%)
Value$808.6K (-$28.1K)
Filed 2026-10-19
Walsh & Associates, LLC
INCREASED
Shares5,549 from 5,468
Change+81 (+1%)
Value$806.2K (+$4.3K)
Filed 2026-11-09
BXM Wealth LLC
UNCHANGED
Shares5,546 from 5,546
Change0 (0%)
Value$805.7K (-$7.5K)
Filed 2026-11-03
TriaGen Wealth Management LLC
UNCHANGED
Shares5,521 from 5,521
Change0 (0%)
Value$802.1K (-$7.5K)
Filed 2026-10-14
Acima Private Wealth, LLC
DECREASED
Shares5,501 from 5,907
Change-406 (-7%)
Value$799.2K (-$67.0K)
Filed 2026-10-05
Lantz Financial LLC
INCREASED
Shares5,493 from 5,360
Change+133 (+2%)
Value$798.0K (+$11.9K)
Filed 2026-10-15
LifeWealth Investments, LLC
DECREASED
Shares5,493 from 5,574
Change-81 (-1%)
Value$798.0K (-$19.4K)
Filed 2026-10-21
Shum Financial Group, Inc.
DECREASED
Shares5,484 from 5,981
Change-497 (-8%)
Value$796.7K (-$80.3K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED
Shares5,483 from 5,687
Change-204 (-4%)
Value$796.6K (-$37.4K)
Filed 2026-11-02
First Business Financial Services, Inc.
INCREASED
Shares5,479 from 5,473
Change+6 (+0%)
Value$796.0K (-$6.6K)
Filed 2026-10-29
Provident Living Financial Services, Inc.
INCREASED
Shares5,473 from 5,179
Change+294 (+6%)
Value$884.3K (+$124.8K)
Filed 2026-11-03
ETF Store, Inc.
DECREASED
Shares5,473 from 5,516
Change-43 (-1%)
Value$795.1K (-$13.8K)
Filed 2026-10-19
Winthrop Capital Management, LLC
DECREASED
Shares5,448 from 6,707
Change-1,259 (-19%)
Value$791.5K (-$192.5K)
Filed 2026-11-05
Buckhead Capital Management LLC
DECREASED
Shares5,440 from 5,540
Change-100 (-2%)
Value$790.4K (-$22.0K)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares5,439 from 5,446
Change-7 (0%)
Value$866.5K (+$54.4K)
Filed 2026-10-21
Generations Wealth, LLC
DECREASED
Shares5,435 from 7,122
Change-1,687 (-24%)
Value$789.7K (-$254.6K)
Filed 2026-11-09
Atticus Wealth Management, LLC
DECREASED
Shares5,434 from 6,395
Change-961 (-15%)
Value$789.4K (-$148.4K)
Filed 2026-10-20
Prentice Wealth Management LLC
DECREASED
Shares5,433 from 5,570
Change-137 (-2%)
Value$789.3K (-$27.5K)
Filed 2026-10-20
Spirit of America Management Corp
DECREASED
Shares5,415 from 5,615
Change-200 (-4%)
Value$786.7K (-$36.7K)
Filed 2026-10-14
Florida Financial Advisors, LLC
INCREASED
Shares5,413 from 5,141
Change+272 (+5%)
Value$786.4K (+$32.2K)
Filed 2026-11-09
Syntegra Private Wealth Group, LLC
DECREASED
Shares5,411 from 5,667
Change-256 (-5%)
Value$786.1K (-$44.9K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
DECREASED
Shares5,402 from 6,699
Change-1,297 (-19%)
Value$784.8K (-$197.6K)
Filed 2026-10-27
Advus Financial Partners, LLC
DECREASED
Shares5,400 from 5,723
Change-323 (-6%)
Value$784.6K (-$54.6K)
Filed 2026-10-20
Approach Retirement Advisors, LLC
INCREASED
Shares5,394 from 5,378
Change+16 (+0%)
Value$783.6K (-$5.1K)
Filed 2026-10-22
Hutchinson Capital Management
DECREASED
Shares5,387 from 5,532
Change-145 (-3%)
Value$782.6K (-$28.6K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
INCREASED
Shares5,361 from 2,596
Change+2,765 (+107%)
Value$778.9K (+$398.2K)
Filed 2026-10-13
Meramec Financial Planners, LLC
DECREASED
Shares5,359 from 5,531
Change-172 (-3%)
Value$886.4K (+$64.3K)
Filed 2026-11-09
Avantra Family Wealth, Inc.
INCREASED
Shares5,354 from 3,497
Change+1,857 (+53%)
Value$777.8K (+$265.0K)
Filed 2026-10-20
Nemes Rush Group LLC
DECREASED
Shares5,347 from 7,849
Change-2,502 (-32%)
Value$776.9K (-$374.0K)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$775.1K (-$7.3K)
Filed 2026-10-05
Legacy Capital Wealth Partners, LLC
DECREASED
Shares5,329 from 7,739
Change-2,410 (-31%)
Value$774.1K (-$360.7K)
Filed 2026-10-21
Strive Financial Group,LLC
INCREASED
Shares5,310 from 3,249
Change+2,061 (+63%)
Value$771.4K (+$295.0K)
Filed 2026-11-09
Zega Investments, LLC
DECREASED
Shares5,299 from 5,365
Change-66 (-1%)
Value$769.8K (-$16.9K)
Filed 2026-11-04
Burton Enright Welch
INCREASED
Shares5,284 from 3,035
Change+2,249 (+74%)
Value$767.6K (+$322.6K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares5,274 from 5,814
Change-540 (-9%)
Value$766.3K (-$86.3K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares5,263
Change+5,263
Value$771.8K
Filed 2026-10-29
Winnacle Wealth LLC
DECREASED
Shares5,258 from 6,072
Change-814 (-13%)
Value$763.9K (-$126.5K)
Filed 2026-10-15
Morse Asset Management, Inc
DECREASED
Shares5,253 from 5,303
Change-50 (-1%)
Value$763.2K (-$14.5K)
Filed 2026-11-09
Tower Trust & Investment Co
INCREASED
Shares5,252 from 5,218
Change+34 (+1%)
Value$762.9K (-$2.2K)
Filed 2026-10-28
Cabot Wealth Management Inc
DECREASED
Shares5,249 from 5,294
Change-45 (-1%)
Value$762.6K (-$13.7K)
Filed 2026-11-05
Weil Company, Inc.
INCREASED
Shares5,248 from 5,045
Change+203 (+4%)
Value$762.5K (+$22.6K)
Filed 2026-10-14
Blodgett Wealth Advisors, LLC
DECREASED
Shares5,245 from 6,320
Change-1,075 (-17%)
Value$762.0K (-$164.8K)
Filed 2026-10-23
Baker Ellis Asset Management LLC
DECREASED
Shares5,242 from 5,342
Change-100 (-2%)
Value$761.6K (-$21.8K)
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares5,237 from 5,237
Change0 (0%)
Value$760.9K (-$7.1K)
Filed 2026-10-29
Phoenix Wealth Advisors
DECREASED
Shares5,223 from 5,651
Change-428 (-8%)
Value$758.8K (-$69.9K)
Filed 2026-11-03
Michael Brady & Co., LLC
DECREASED
Shares5,208 from 5,473
Change-265 (-5%)
Value$756.6K (-$45.9K)
Filed 2026-10-23
LCM Capital Management Inc
DECREASED
Shares5,208 from 5,214
Change-6 (0%)
Value$756.7K (-$7.9K)
Filed 2026-10-20
Wealth Advisory Team LLC
DECREASED
Shares5,206 from 5,450
Change-244 (-4%)
Value$756.3K (-$42.9K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares5,199 from 5,688
Change-489 (-9%)
Value$755.3K (-$78.8K)
Filed 2026-10-20
Revolve Wealth Partners, LLC
DECREASED
Shares5,197 from 5,745
Change-548 (-10%)
Value$755.0K (-$87.4K)
Filed 2026-10-23
TMB Capital Partners, LLC
INCREASED
Shares5,178 from 5,108
Change+70 (+1%)
Value$752.3K (+$3.2K)
Filed 2026-10-20
Lynx Investment Advisory
DECREASED
Shares5,171 from 5,406
Change-235 (-4%)
Value$751.2K (-$41.6K)
Filed 2026-10-27
OceanIQ Capital, LLC
INCREASED
Shares5,157 from 4,792
Change+365 (+8%)
Value$789.2K (+$93.4K)
Filed 2026-10-19
Guardian Wealth Advisors, LLC
DECREASED
Shares5,142 from 5,801
Change-659 (-11%)
Value$818.8K (-$31.9K)
Filed 2026-10-30
Bdfs Capital LLC
DECREASED
Shares5,142 from 5,199
Change-57 (-1%)
Value$747.0K (-$15.4K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
DECREASED
Shares5,122 from 5,859
Change-737 (-13%)
Value$744.2K (-$114.9K)
Filed 2026-10-26
Cottonwood Capital Advisors, LLC
INCREASED
Shares5,113 from 5,108
Change+5 (+0%)
Value$742.9K (-$6.2K)
Filed 2026-10-20
Greg Jennings, LLC
NEW
Shares5,099
Change+5,099
Value$740.8K
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares5,090 from 5,304
Change-214 (-4%)
Value$739.5K (-$38.3K)
Filed 2026-11-03
Willner & Heller, LLC
DECREASED
Shares5,077 from 5,279
Change-202 (-4%)
Value$737.5K (-$36.5K)
Filed 2026-10-28
Hickory Point Bank & Trust
DECREASED
Shares5,057 from 5,115
Change-58 (-1%)
Value$734.7K (-$15.4K)
Filed 2026-10-01
Oarsman Capital, Inc.
DECREASED
Shares5,056 from 5,661
Change-605 (-11%)
Value$734.5K (-$95.6K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares5,051 from 5,264
Change-213 (-4%)
Value$733.8K (-$38.1K)
Filed 2026-10-16
ADE, LLC
DECREASED
Shares5,019 from 6,065
Change-1,046 (-17%)
Value$729.2K (-$160.2K)
Filed 2026-10-29
Eagle Strategies LLC
INCREASED
Shares5,016 from 5,014
Change+2 (+0%)
Value$728.7K (-$6.5K)
Filed 2026-10-16
Strategy Asset Managers LLC
INCREASED
Shares5,004 from 4,696
Change+308 (+7%)
Value$726.9K (+$38.3K)
Filed 2026-10-14
St. Louis Trust Co
UNCHANGED
Shares5,003 from 5,003
Change0 (0%)
Value$726.8K (-$2.6M)
Filed 2026-11-03
Kagan Cocozza Asset Management
INCREASED
Shares4,999 from 4,916
Change+83 (+2%)
Value$726.3K (+$5.4K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares4,989 from 4,718
Change+271 (+6%)
Value$724.9K (+$33.1K)
Filed 2026-10-28
Gerald Baker Financial Group LLC
DECREASED
Shares4,978 from 4,990
Change-12 (0%)
Value$723.2K (-$8.6K)
Filed 2026-10-09
Clayton Financial Group LLC
UNCHANGED
Shares4,971 from 4,971
Change0 (0%)
Value$722.2K (-$6.8K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,968 from 5,097
Change-129 (-3%)
Value$721.8K (-$25.7K)
Filed 2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$727.3K ($0)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
DECREASED
Shares4,938 from 5,839
Change-901 (-15%)
Value$717.5K (-$138.7K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares4,936 from 2,319
Change+2,617 (+113%)
Value$717.0K (+$376.9K)
Filed 2026-10-23
Randolph Co Inc
UNCHANGED
Shares4,931 from 4,931
Change0 (0%)
Value$716.4K (-$6.7K)
Filed 2026-10-23
Freedom Day Solutions, LLC
DECREASED
Shares4,929 from 5,829
Change-900 (-15%)
Value$716.1K (-$138.7K)
Filed 2026-10-20
Birinyi Associates Inc
DECREASED
Shares4,926 from 5,072
Change-146 (-3%)
Value$716 (-$743.3K)
Filed 2026-10-28
MFA Wealth Services
INCREASED
Shares4,924 from 4,856
Change+68 (+1%)
Value$715.3K (+$3.3K)
Filed 2026-10-14
Ellsworth Advisors, LLC
INCREASED
Shares4,917 from 4,609
Change+308 (+7%)
Value$714.3K (+$32.0K)
Filed 2026-10-15
Costello Asset Management, Inc
DECREASED
Shares4,914 from 4,995
Change-81 (-2%)
Value$713.9K (-$18.5K)
Filed 2026-10-30
D'Orazio & Associates, Inc.
DECREASED
Shares4,913 from 5,247
Change-334 (-6%)
Value$713.7K (-$55.7K)
Filed 2026-11-04
Fidelity D & D Bancorp Inc
DECREASED
Shares4,911 from 4,940
Change-29 (-1%)
Value$713.5K (-$10.9K)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$713.4K (-$6.7K)
Filed 2026-10-26
CPA Asset Management Group, LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$712.6K (-$6.7K)
Filed 2026-10-26
Miller Financial Services LLC
DECREASED
Shares4,888 from 4,941
Change-53 (-1%)
Value$710.1K (-$14.5K)
Filed 2026-10-20
Hamilton Capital, LLC
INCREASED
Shares4,882 from 4,848
Change+34 (+1%)
Value$709.2K (-$1.8K)
Filed 2026-10-08
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares4,880 from 5,586
Change-706 (-13%)
Value$709.0K (-$110.2K)
Filed 2026-11-02
Curat Global, LLC
DECREASED
Shares4,864 from 5,354
Change-490 (-9%)
Value$706.6K (-$41.9K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
NEW
Shares4,853
Change+4,853
Value$705.0K
Filed 2026-11-04
Strategic Equity Management
DECREASED
Shares4,849 from 4,904
Change-55 (-1%)
Value$704.4K (-$14.7K)
Filed 2026-11-04
Lecap Asset Management LTD
NEW
Shares4,825
Change+4,825
Value$701.0K
Filed 2026-10-27
Flynn Zito Capital Management, LLC
DECREASED
Shares4,824 from 6,272
Change-1,448 (-23%)
Value$700.9K (-$218.9K)
Filed 2026-11-04
Mcdonald Partners LLC
INCREASED
Shares4,824 from 4,562
Change+262 (+6%)
Value$700.8K (+$31.9K)
Filed 2026-11-03
Forza Wealth Management, LLC
UNCHANGED
Shares4,817 from 4,817
Change0 (0%)
Value$699.8K (-$6.6K)
Filed 2026-10-20
McClarren Financial Advisors, Inc.
INCREASED
Shares4,813 from 4,783
Change+30 (+1%)
Value$699.2K (-$2.2K)
Filed 2026-10-15
Caldwell Sutter Capital, Inc.
INCREASED
Shares4,806 from 4,572
Change+234 (+5%)
Value$698.2K (+$27.8K)
Filed 2026-11-09
Bull Oak Capital, LLC
UNCHANGED
Shares4,798 from 4,798
Change0 (0%)
Value$697.0K (-$6.5K)
Filed 2026-10-23
Traveka Wealth, LLC
INCREASED
Shares4,786 from 4,717
Change+69 (+1%)
Value$695.4K (+$3.7K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares4,777 from 3,778
Change+999 (+26%)
Value$693.9K (+$140.0K)
Filed 2026-10-21
Investment House LLC
DECREASED
Shares4,762 from 7,888
Change-3,126 (-40%)
Value$691.8K (-$464.9K)
Filed 2026-10-21
Israel Discount Bank of New York
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$691.5K (-$6.5K)
Filed 2026-10-14
Amplius Wealth Advisors, LLC
INCREASED
Shares4,746 from 4,615
Change+131 (+3%)
Value$689.5K (+$12.8K)
Filed 2026-10-20
Peachtree Investment Partners, LLC
DECREASED
Shares4,730 from 4,734
Change-4 (0%)
Value$687.1K (-$7.0K)
Filed 2026-11-05
Live Oak Private Wealth LLC
DECREASED
Shares4,728 from 4,876
Change-148 (-3%)
Value$686.9K (-$28.1K)
Filed 2026-11-02
Torrey Growth & Income Advisors
INCREASED
Shares4,725 from 4,625
Change+100 (+2%)
Value$700.0K (+$23.8K)
Filed 2026-11-04
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares4,699 from 4,664
Change+35 (+1%)
Value$682.6K (-$1.3K)
Filed 2026-10-14
Prota Financial, LLC
DECREASED
Shares4,696 from 4,715
Change-19 (0%)
Value$676.0K (-$19.1K)
Filed 2026-10-08
BAM Wealth Management, LLC
INCREASED
Shares4,687 from 4,430
Change+257 (+6%)
Value$680.9K (+$31.3K)
Filed 2026-10-15
Altfest L J & Co Inc
DECREASED
Shares4,680 from 4,710
Change-30 (-1%)
Value$679.9K (-$10.7K)
Filed 2026-10-27
Alpine Bank Wealth Management
DECREASED
Shares4,679 from 5,445
Change-766 (-14%)
Value$679.8K (-$118.7K)
Filed 2026-10-16
Hopwood Financial Services, Inc.
DECREASED
Shares4,679 from 4,794
Change-115 (-2%)
Value$679.8K (-$23.3K)
Filed 2026-10-29
J.Safra Asset Management Corp
INCREASED
Shares4,666 from 4,648
Change+18 (+0%)
Value$677.9K (-$3.8K)
Filed 2026-11-03
Builder Investment Group Inc
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$677.6K (-$6.3K)
Filed 2026-10-22
Valley National Advisers Inc
DECREASED
Shares4,663 from 4,972
Change-309 (-6%)
Value$677.4K (-$51.7K)
Filed 2026-10-23
Salvus Wealth Management, LLC
INCREASED
Shares4,642 from 3,942
Change+700 (+18%)
Value$674.3K (+$96.3K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares4,635
Change+4,635
Value$673.3K
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares4,624 from 4,713
Change-89 (-2%)
Value$686.2K (-$8.5K)
Filed 2026-10-09
Advisory Advocates, LLC
DECREASED
Shares4,623 from 4,927
Change-304 (-6%)
Value$671.6K (-$51.0K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
DECREASED
Shares4,621 from 4,638
Change-17 (0%)
Value$671.3K (-$8.8K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares4,610 from 4,755
Change-145 (-3%)
Value$669.8K (-$27.4K)
Filed 2026-10-13
Sweeney & Michel, LLC
DECREASED
Shares4,604 from 4,981
Change-377 (-8%)
Value$668.9K (-$57.2K)
Filed 2026-10-16
Bellecapital International Ltd.
UNCHANGED
Shares4,592 from 4,592
Change0 (0%)
Value$667.1K (-$6.2K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
INCREASED
Shares4,574 from 4,571
Change+3 (+0%)
Value$664.5K (-$5.8K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
INCREASED
Shares4,548 from 4,537
Change+11 (+0%)
Value$717.2K (+$51.9K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares4,548 from 4,548
Change0 (0%)
Value$660.7K (-$6.2K)
Filed 2026-11-03
Argentarii, LLC
DECREASED
Shares4,546 from 4,554
Change-8 (0%)
Value$660.5K (-$843)
Filed 2026-10-28
Arvest Investments, Inc.
DECREASED
Shares4,545 from 4,546
Change-1 (0%)
Value$660.3K (-$6.3K)
Filed 2026-10-21
Centennial Wealth Advisory LLC
INCREASED
Shares4,542 from 4,304
Change+238 (+6%)
Value$660.5K (+$29.2K)
Filed 2026-10-16
J. L. Bainbridge & Co., Inc.
DECREASED
Shares4,540 from 8,145
Change-3,605 (-44%)
Value$659.6K (-$534.8K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares4,539 from 6,795
Change-2,256 (-33%)
Value$659.4K (-$337.0K)
Filed 2026-11-02
Cortland Associates Inc
INCREASED
Shares4,539 from 4,319
Change+220 (+5%)
Value$659.0K (+$26.0K)
Filed 2026-10-29
Elser Financial Planning, Inc
INCREASED
Shares4,538 from 4,481
Change+57 (+1%)
Value$659.3K (+$2.2K)
Filed 2026-10-16
Wheelhouse Advisory Group LLC
INCREASED
Shares4,523 from 4,506
Change+17 (+0%)
Value$657.0K (-$3.7K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares4,504 from 4,534
Change-30 (-1%)
Value$654.3K (-$10.6K)
Filed 2026-11-02
Savior LLC
DECREASED
Shares4,498 from 4,707
Change-209 (-4%)
Value$653.5K (-$36.8K)
Filed 2026-10-13
Asset Advisory Group, Inc.
UNCHANGED
Shares4,498 from 4,498
Change0 (0%)
Value$653.4K (-$6.1K)
Filed 2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares4,473 from 4,473
Change0 (0%)
Value$649.8K (-$6.1K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares4,470 from 3,973
Change+497 (+13%)
Value$649.5K (+$66.9K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares4,460 from 4,460
Change0 (0%)
Value$647.9K (-$6.1K)
Filed 2026-10-21
Ridgeline Wealth Planning, LLC
DECREASED
Shares4,455 from 4,640
Change-185 (-4%)
Value$647.3K (-$33.2K)
Filed 2026-10-29
Shakespeare Wealth Management, LLC
NEW
Shares4,443
Change+4,443
Value$645.5K
Filed 2026-10-28
Planned Solutions, Inc.
DECREASED
Shares4,441 from 4,466
Change-25 (-1%)
Value$645.3K (-$9.6K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
INCREASED
Shares4,436 from 4,395
Change+41 (+1%)
Value$644.5K (+$4.5K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
INCREASED
Shares4,435 from 4,413
Change+22 (+1%)
Value$644.4K (-$2.7K)
Filed 2026-10-14
First National Bank Sioux Falls
INCREASED
Shares4,429 from 4,270
Change+159 (+4%)
Value$643.4K (+$32.4K)
Filed 2026-10-13
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,428 from 4,422
Change+6 (+0%)
Value$643.3K (-$5.1K)
Filed 2026-10-30
Liberty Capital Management, Inc.
DECREASED
Shares4,418 from 4,586
Change-168 (-4%)
Value$641.8K (-$30.6K)
Filed 2026-11-02
LMG Wealth Partners, LLC
INCREASED
Shares4,417 from 4,265
Change+152 (+4%)
Value$641.7K (+$16.3K)
Filed 2026-11-05
Promethium Advisors,llc
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$641.6K (-$6.0K)
Filed 2026-10-19
Heritage Investment Group, Inc.
DECREASED
Shares4,411 from 4,717
Change-306 (-6%)
Value$640.9K (-$50.9K)
Filed 2026-11-03
Townsend & Associates, Inc
DECREASED
Shares4,403 from 5,275
Change-872 (-17%)
Value$701.7K (-$85.0K)
Filed 2026-10-23
Marathon Wealth Advisors LLC
DECREASED
Shares4,401 from 4,456
Change-55 (-1%)
Value$639.3K (-$14.1K)
Filed 2026-11-04
Professional Financial Advisors, LLC
INCREASED
Shares4,383 from 3,356
Change+1,027 (+31%)
Value$636.8K (+$144.6K)
Filed 2026-10-13
Compass Ion Advisors, LLC
DECREASED
Shares4,367 from 4,380
Change-13 (0%)
Value$634.5K (-$7.8K)
Filed 2026-10-23
Bank & Trust Co
UNCHANGED
Shares4,359 from 4,359
Change0 (0%)
Value$633.3K (-$5.9K)
Filed 2026-10-07
Xcel Wealth Management, LLC
NEW
Shares4,358
Change+4,358
Value$633.1K
Filed 2026-10-26
Semus Wealth Partners LLC
DECREASED
Shares4,355 from 4,366
Change-11 (0%)
Value$632.6K (-$7.6K)
Filed 2026-10-22
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares4,353 from 4,353
Change0 (0%)
Value$632.4K (-$5.9K)
Filed 2026-11-02
Clear Wave Wealth Management LLC
INCREASED
Shares4,348 from 3,649
Change+699 (+19%)
Value$631.7K (+$96.6K)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares4,338 from 4,193
Change+145 (+3%)
Value$630.2K (+$15.4K)
Filed 2026-10-07
Kingstone Capital Partners Texas, LLC
DECREASED
Shares4,336 from 4,356
Change-20 (0%)
Value$630.0K (-$8.8K)
Filed 2026-11-03
Rasp Wealth Solutions, LLC
INCREASED
Shares4,332 from 3,637
Change+695 (+19%)
Value$629.4K (+$96.1K)
Filed 2026-11-06
Falcon Wealth Planning
INCREASED
Shares4,326 from 3,260
Change+1,066 (+33%)
Value$628.5K (+$150.5K)
Filed 2026-11-06
Sicart Associates LLC
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$687.8K (+$54.9K)
Filed 2026-10-29
Diversified Management Inc
DECREASED
Shares4,309 from 4,443
Change-134 (-3%)
Value$626.1K (-$25.4K)
Filed 2026-10-08
Aspetuck Financial Management LLC
NEW
Shares4,305
Change+4,305
Value$625.4K
Filed 2026-11-04
Financial Partners Group, Inc
DECREASED
Shares4,300 from 4,369
Change-69 (-2%)
Value$624.7K (-$16.0K)
Filed 2026-10-19
Paulson Wealth Management Inc.
INCREASED
Shares4,294 from 4,039
Change+255 (+6%)
Value$623.9K (+$31.6K)
Filed 2026-11-02
Channel Wealth LLC
DECREASED
Shares4,288 from 4,520
Change-232 (-5%)
Value$622.9K (-$39.8K)
Filed 2026-11-06
BOS Asset Management, LLC
DECREASED
Shares4,283 from 4,298
Change-15 (0%)
Value$622.2K (-$8.0K)
Filed 2026-10-09
Westside Investment Management, Inc.
DECREASED
Shares4,282 from 4,588
Change-306 (-7%)
Value$621.7K (-$51.1K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares4,277 from 4,088
Change+189 (+5%)
Value$621.4K (+$21.9K)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
INCREASED
Shares4,276 from 4,114
Change+162 (+4%)
Value$621.2K (+$17.9K)
Filed 2026-10-26
Meridian Investment Counsel Inc.
DECREASED
Shares4,272 from 4,507
Change-235 (-5%)
Value$620.6K (-$40.3K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares4,268 from 4,115
Change+153 (+4%)
Value$620.1K (+$16.6K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares4,267 from 4,140
Change+127 (+3%)
Value$619.9K (+$12.8K)
Filed 2026-10-14
Curran Financial Partners, LLC
DECREASED
Shares4,262 from 4,399
Change-137 (-3%)
Value$619.2K (-$25.9K)
Filed 2026-11-04
Presper Financial Architects, LLC
INCREASED
Shares4,254 from 4,225
Change+29 (+1%)
Value$618.0K (-$1.6K)
Filed 2026-11-09
Copeland Capital Management, LLC
NEW
Shares4,250
Change+4,250
Value$617.4K
Filed 2026-10-13
Birchbrook, Inc.
UNCHANGED
Shares4,242 from 4,242
Change0 (0%)
Value$616.3K (-$5.8K)
Filed 2026-10-14
Hartford Financial Management Inc.
DECREASED
Shares4,241 from 4,482
Change-241 (-5%)
Value$616.1K (-$41.1K)
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
DECREASED
Shares4,235 from 4,338
Change-103 (-2%)
Value$615.3K (-$20.9K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
INCREASED
Shares4,234 from 4,225
Change+9 (+0%)
Value$615.1K (-$4.5K)
Filed 2026-10-14
StoneRidge PMG Advisors, LLC
NEW
Shares4,232
Change+4,232
Value$615
Filed 2026-11-04
Members Wealth LLC
INCREASED
Shares4,222 from 4,115
Change+107 (+3%)
Value$624.1K (+$20.8K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED
Shares4,221 from 4,177
Change+44 (+1%)
Value$613.2K (+$712)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares4,211 from 3,964
Change+247 (+6%)
Value$611.8K (+$30.5K)
Filed 2026-10-29
Nautilus Advisors LLC
DECREASED
Shares4,210 from 4,287
Change-77 (-2%)
Value$611.6K (-$18.7K)
Filed 2026-10-07
XXI Wealth, LLC
DECREASED
Shares4,206 from 4,712
Change-506 (-11%)
Value$611.0K (-$79.9K)
Filed 2026-10-22
Sage Investment Advisers LLC
INCREASED
Shares4,183 from 4,008
Change+175 (+4%)
Value$607.8K (+$20.1K)
Filed 2026-10-21
Oakmont Investment Advisors, Inc.
INCREASED
Shares4,183 from 4,093
Change+90 (+2%)
Value$607.9K (+$7.7K)
Filed 2026-10-21
First Growth Capital LLC
INCREASED
Shares4,175 from 3,323
Change+852 (+26%)
Value$606.6K (+$119.3K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares4,175 from 4,098
Change+77 (+2%)
Value$606.5K (+$5.5K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares4,173 from 2,587
Change+1,586 (+61%)
Value$606.3K (+$226.9K)
Filed 2026-11-03
Montis Financial, LLC
DECREASED
Shares4,172 from 4,479
Change-307 (-7%)
Value$606.2K (-$50.6K)
Filed 2026-11-04
Clearwave Capital, LLC
INCREASED
Shares4,168 from 3,877
Change+291 (+8%)
Value$605.5K (+$37.1K)
Filed 2026-10-27
Insight 2811, Inc.
INCREASED
Shares4,163 from 3,812
Change+351 (+9%)
Value$604.8K (+$45.8K)
Filed 2026-11-06
Tandem Investment Partners LLC
INCREASED
Shares4,157 from 4,141
Change+16 (+0%)
Value$603.9K (-$3.3K)
Filed 2026-10-16
Boyd Wealth Management, LLC
INCREASED
Shares4,146 from 3,678
Change+468 (+13%)
Value$602.3K (+$63.0K)
Filed 2026-10-20
Polaris Financial Partners
NEW
Shares4,142
Change+4,142
Value$607
Filed 2026-10-02
Axiom Investment Management LLC
DECREASED
Shares4,121 from 4,209
Change-88 (-2%)
Value$598.7K (-$18.5K)
Filed 2026-11-03
Avail Investment Partners, LLC
INCREASED
Shares4,115 from 3,855
Change+260 (+7%)
Value$597.9K (+$32.5K)
Filed 2026-10-16
AGP Franklin, LLC
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$597.7K (-$5.6K)
Filed 2026-11-04
Cadinha & Co LLC
DECREASED
Shares4,107 from 4,487
Change-380 (-8%)
Value$596.7K (-$61.3K)
Filed 2026-10-22
Global X Japan Co., Ltd.
DECREASED
Shares4,105 from 4,147
Change-42 (-1%)
Value$596.4K (-$11.7K)
Filed 2026-10-21
Cottage Street Advisors LLC
DECREASED
Shares4,097 from 4,175
Change-78 (-2%)
Value$595.1K (-$18.7K)
Filed 2026-10-19
Guardian Financial Partners, LLC
INCREASED
Shares4,092 from 4,035
Change+57 (+1%)
Value$594.5K (+$2.9K)
Filed 2026-11-04
Piscataqua Savings Bank
DECREASED
Shares4,083 from 4,282
Change-199 (-5%)
Value$593.2K (-$34.7K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares4,081 from 5,017
Change-936 (-19%)
Value$592.9K (-$142.9K)
Filed 2026-10-19
Philadelphia Trust Co
DECREASED
Shares4,080 from 5,080
Change-1,000 (-20%)
Value$593 (-$744.4K)
Filed 2026-11-05
Vicus Capital
INCREASED
Shares4,079 from 2,712
Change+1,367 (+50%)
Value$592.5K (+$194.8K)
Filed 2026-11-05
Pathway Financial Advisors LLC
UNCHANGED
Shares4,069 from 4,069
Change0 (0%)
Value$591.2K (-$24.9K)
Filed 2026-10-07
Blackston Financial Advisory Group, LLC
DECREASED
Shares4,065 from 4,235
Change-170 (-4%)
Value$590.5K (-$30.6K)
Filed 2026-11-04
Partners in Financial Planning
DECREASED
Shares4,061 from 4,106
Change-45 (-1%)
Value$590.0K (-$12.1K)
Filed 2026-11-06
55 North Private Wealth, LLC
DECREASED
Shares4,054 from 4,228
Change-174 (-4%)
Value$589.0K (-$31.0K)
Filed 2026-10-20
Jacobsen Capital Management
INCREASED
Shares4,054 from 3,996
Change+58 (+1%)
Value$589.0K (+$3.0K)
Filed 2026-10-27
LifeSteps Financial, Inc.
DECREASED
Shares4,052 from 4,147
Change-95 (-2%)
Value$588.7K (-$19.4K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares4,041 from 4,164
Change-123 (-3%)
Value$587.1K (-$23.5K)
Filed 2026-10-23
One Way Holdings LLC
DECREASED
Shares4,033 from 114,206
Change-110,173 (-96%)
Value$585.9K (-$16.2M)
Filed 2026-10-29
Trail Ridge Investment Advisors, LLC
INCREASED
Shares4,029 from 4,021
Change+8 (+0%)
Value$585.4K (-$4.3K)
Filed 2026-10-16
EdgeRock Capital LLC
DECREASED
Shares3,993 from 4,074
Change-81 (-2%)
Value$580.1K (-$17.4K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares3,981 from 3,922
Change+59 (+2%)
Value$578.3K (+$3.2K)
Filed 2026-10-27
Guidance Point Advisors, LLC
INCREASED
Shares3,970 from 3,949
Change+21 (+1%)
Value$577.0K (-$2.2K)
Filed 2026-10-15
Advisor Resource Council
DECREASED
Shares3,960 from 4,305
Change-345 (-8%)
Value$577.9K (-$64.1K)
Filed 2026-11-05
Security Financial Services, Inc.
DECREASED
Shares3,958 from 4,079
Change-121 (-3%)
Value$575.1K (-$23.1K)
Filed 2026-10-29
Old Port Advisors
INCREASED
Shares3,950 from 3,302
Change+648 (+20%)
Value$573.9K (+$89.7K)
Filed 2026-10-23
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares3,948 from 1,368
Change+2,580 (+189%)
Value$574 (-$200.4K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares3,928 from 4,628
Change-700 (-15%)
Value$570.7K (-$108.1K)
Filed 2026-10-28
Arta Finance Wealth Management LLC
INCREASED
Shares3,919 from 3,447
Change+472 (+14%)
Value$569.4K (+$63.9K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED
Shares3,908 from 4,115
Change-207 (-5%)
Value$567.8K (-$35.7K)
Filed 2026-10-13
Barry Investment Advisors, LLC
INCREASED
Shares3,907 from 3,888
Change+19 (+0%)
Value$567.6K (-$2.5K)
Filed 2026-10-14
DDD Partners, LLC
INCREASED
Shares3,907 from 3,893
Change+14 (+0%)
Value$567.6K (-$3.3K)
Filed 2026-11-02
CFM Wealth Partners LLC
UNCHANGED
Shares3,896 from 3,896
Change0 (0%)
Value$566.0K (-$5.3K)
Filed 2026-11-05
Reflection Asset Management
DECREASED
Shares3,878 from 3,884
Change-6 (0%)
Value$563.4K (-$6.2K)
Filed 2026-10-28
GLR Partners, LLC
INCREASED
Shares3,873 from 3,800
Change+73 (+2%)
Value$562.7K (+$5.4K)
Filed 2026-11-04
D.B. Root & Company, LLC
INCREASED
Shares3,873 from 3,819
Change+54 (+1%)
Value$562.7K (+$2.7K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
INCREASED
Shares3,863 from 3,842
Change+21 (+1%)
Value$561.3K (-$2.1K)
Filed 2026-10-09
Drive Wealth Management, LLC
DECREASED
Shares3,861 from 5,742
Change-1,881 (-33%)
Value$560.9K (-$281.1K)
Filed 2026-11-09
Aegis Wealth Management, Inc.
DECREASED
Shares3,854 from 3,902
Change-48 (-1%)
Value$559.9K (-$12.3K)
Filed 2026-10-26
Riverbend Wealth Management, LLC
DECREASED
Shares3,853 from 4,206
Change-353 (-8%)
Value$559.7K (-$57.1K)
Filed 2026-10-15
Coquina Private Wealth LLC
DECREASED
Shares3,831 from 4,209
Change-378 (-9%)
Value$556.6K (-$60.5K)
Filed 2026-10-27
Compass Financial Group, Inc
INCREASED
Shares3,822 from 3,814
Change+8 (+0%)
Value$555.2K (-$4.1K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares3,805 from 3,622
Change+183 (+5%)
Value$552.7K (+$21.6K)
Filed 2026-10-15
Tenet Wealth Partners, LLC
DECREASED
Shares3,802 from 4,237
Change-435 (-10%)
Value$552.4K (-$77.4K)
Filed 2026-10-19
Navigation Group, LLC
INCREASED
Shares3,796 from 3,219
Change+577 (+18%)
Value$551.6K (+$79.6K)
Filed 2026-10-28
First Citizens Financial Corp
DECREASED
Shares3,790 from 3,825
Change-35 (-1%)
Value$550.6K (-$10.3K)
Filed 2026-10-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,789 from 3,772
Change+17 (+0%)
Value$550.4K (-$2.8K)
Filed 2026-10-19
Midwest Financial Group LLC
UNCHANGED
Shares3,787 from 3,787
Change0 (0%)
Value$550.2K (-$5.2K)
Filed 2026-10-15
Legacy Bridge, LLC
DECREASED
Shares3,786 from 4,036
Change-250 (-6%)
Value$550.0K (-$41.8K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
DECREASED
Shares3,785 from 4,125
Change-340 (-8%)
Value$549.9K (-$55.0K)
Filed 2026-11-03
Guardian Partners Inc.
DECREASED
Shares3,780 from 4,566
Change-786 (-17%)
Value$549.2K (-$120.4K)
Filed 2026-10-21
Crown Wealth Group, LLC
INCREASED
Shares3,776 from 2,992
Change+784 (+26%)
Value$548.6K (+$109.8K)
Filed 2026-10-19
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares3,776 from 3,967
Change-191 (-5%)
Value$558.1K (-$34.2K)
Filed 2026-10-19
Creekside Partners
UNCHANGED
Shares3,768 from 3,768
Change0 (0%)
Value$547.4K (-$5.1K)
Filed 2026-11-04
Consilium Wealth Advisory, LLC
INCREASED
Shares3,767 from 3,766
Change+1 (+0%)
Value$547.2K (-$5.1K)
Filed 2026-10-14
Zinnia Wealth Advisory, LLC
INCREASED
Shares3,765 from 3,700
Change+65 (+2%)
Value$547.0K (+$4.5K)
Filed 2026-11-06
Holland Advisory Services, Inc.
INCREASED
Shares3,762 from 3,742
Change+20 (+1%)
Value$546.6K (-$2.1K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
DECREASED
Shares3,761 from 5,387
Change-1,626 (-30%)
Value$546.4K (-$243.5K)
Filed 2026-10-15
Capital Advantage, Inc.
INCREASED
Shares3,761 from 3,721
Change+40 (+1%)
Value$546.4K (+$806)
Filed 2026-10-14
Pacific Sage Partners, LLC
INCREASED
Shares3,755 from 3,754
Change+1 (+0%)
Value$545.6K (-$4.9K)
Filed 2026-10-21
Decker Wealth Management LLC
INCREASED
Shares3,741 from 2,723
Change+1,018 (+37%)
Value$543.5K (+$144.2K)
Filed 2026-10-09
Birch Financial Group, LLC
DECREASED
Shares3,737 from 3,749
Change-12 (0%)
Value$542.9K (-$7.0K)
Filed 2026-10-27
Landmark Wealth Management, LLC
INCREASED
Shares3,733 from 3,708
Change+25 (+1%)
Value$542.4K (-$1.4K)
Filed 2026-11-03
Parisi Gray Wealth Management
INCREASED
Shares3,717 from 3,686
Change+31 (+1%)
Value$540.0K (-$554)
Filed 2026-10-16
West Wealth Group, LLC
INCREASED
Shares3,715 from 3,587
Change+128 (+4%)
Value$539.7K (+$13.7K)
Filed 2026-10-14
CPC Advisors, LLC
DECREASED
Shares3,706 from 3,926
Change-220 (-6%)
Value$538.4K (-$37.3K)
Filed 2026-10-21
GW Henssler & Associates LTD
DECREASED
Shares3,699 from 3,788
Change-89 (-2%)
Value$537.4K (-$18.1K)
Filed 2026-10-26
Whelan Financial
INCREASED
Shares3,689 from 3,621
Change+68 (+2%)
Value$535.9K (+$4.9K)
Filed 2026-10-28
LifeGoal Investments, LLC
INCREASED
Shares3,681 from 1,875
Change+1,806 (+96%)
Value$534.8K (+$259.8K)
Filed 2026-10-09
Trifecta Capital Advisors, LLC
DECREASED
Shares3,681 from 3,696
Change-15 (0%)
Value$534.8K (-$7.2K)
Filed 2026-10-21
Jmac Enterprises LLC
DECREASED
Shares3,674 from 3,874
Change-200 (-5%)
Value$533.8K (-$34.3K)
Filed 2026-10-30
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares3,673 from 3,664
Change+9 (+0%)
Value$533.7K (-$3.7K)
Filed 2026-10-29
Nadler Financial Group, Inc.
DECREASED
Shares3,670 from 3,721
Change-51 (-1%)
Value$533.2K (-$12.5K)
Filed 2026-10-23
Trust Co of Kansas
DECREASED
Shares3,659 from 3,956
Change-297 (-8%)
Value$532 (-$579.5K)
Filed 2026-11-06
New Covenant Trust Company, N.A.
INCREASED
Shares3,651 from 3,199
Change+452 (+14%)
Value$530.4K (+$61.3K)
Filed 2026-10-08
Fortitude Family Office, LLC
INCREASED
Shares3,644 from 1,309
Change+2,335 (+178%)
Value$529.4K (+$337.4K)
Filed 2026-10-14
KW Wealth Management LLC
NEW
Shares3,639
Change+3,639
Value$528.7K
Filed 2026-10-28
InTrack Investment Management Inc
DECREASED
Shares3,618 from 7,708
Change-4,090 (-53%)
Value$525.7K (-$604.7K)
Filed 2026-10-15
LVZ, Inc.
INCREASED
Shares3,614 from 3,533
Change+81 (+2%)
Value$525.0K (+$7.0K)
Filed 2026-10-20
Montchanin Asset Management, LLC
UNCHANGED
Shares3,611 from 3,611
Change0 (0%)
Value$525 (-$529.5K)
Filed 2026-11-02
Altiora Financial Group, LLC
INCREASED
Shares3,601 from 2,563
Change+1,038 (+41%)
Value$523.2K (+$147.3K)
Filed 2026-11-04
Banyan Capital Management, Inc.
DECREASED
Shares3,601 from 3,651
Change-50 (-1%)
Value$523.2K (-$12.2K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares3,589 from 3,329
Change+260 (+8%)
Value$521.4K (+$33.2K)
Filed 2026-11-02
Pettinga Financial Advisors LLC
INCREASED
Shares3,582 from 3,511
Change+71 (+2%)
Value$520.4K (+$5.5K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,580 from 3,317
Change+263 (+8%)
Value$520.1K (+$33.6K)
Filed 2026-10-19
Lesa Sroufe & Co
DECREASED
Shares3,570 from 3,583
Change-13 (0%)
Value$519 (-$524.5K)
Filed 2026-10-29
Private Management Group Inc
DECREASED
Shares3,547 from 3,842
Change-295 (-8%)
Value$515.3K (-$48.1K)
Filed 2026-11-04
Dupree Financial Group, LLC
DECREASED
Shares3,546 from 3,890
Change-344 (-9%)
Value$515.2K (-$55.3K)
Filed 2026-10-09
Rebalance, LLC
UNCHANGED
Shares3,546 from 3,546
Change0 (0%)
Value$515.2K (-$4.8K)
Filed 2026-10-22
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares3,540 from 3,537
Change+3 (+0%)
Value$514.3K (-$4.3K)
Filed 2026-10-15
Affiance Financial, LLC
INCREASED
Shares3,539 from 3,481
Change+58 (+2%)
Value$514.2K (+$3.7K)
Filed 2026-10-15
Traphagen Investment Advisors LLC
DECREASED
Shares3,537 from 3,611
Change-74 (-2%)
Value$513.8K (-$15.7K)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares3,534 from 2,844
Change+690 (+24%)
Value$513.3K (+$96.4K)
Filed 2026-10-30
Acorn Wealth Advisors, LLC
DECREASED
Shares3,530 from 3,535
Change-5 (0%)
Value$512.8K (-$5.6K)
Filed 2026-10-19
Capstone Wealth Management, LLC
INCREASED
Shares3,527 from 1,825
Change+1,702 (+93%)
Value$512.4K (+$244.8K)
Filed 2026-11-02
Charter Capital Management, Llc\de
DECREASED
Shares3,520 from 3,700
Change-180 (-5%)
Value$511.4K (-$31.2K)
Filed 2026-10-28
Wealth Quarterback LLC
DECREASED
Shares3,516 from 4,018
Change-502 (-12%)
Value$510.8K (-$78.4K)
Filed 2026-10-20
Brooklyn FI, LLC
INCREASED
Shares3,513 from 111
Change+3,402 (+3065%)
Value$587.8K (+$571.2K)
Filed 2026-11-05
Cedarwood Wealth LLC
INCREASED
Shares3,508 from 3,444
Change+64 (+2%)
Value$509.7K (+$4.6K)
Filed 2026-11-09
Rosenberg Matthew Hamilton
DECREASED
Shares3,502 from 3,506
Change-4 (0%)
Value$508.7K (-$5.3K)
Filed 2026-10-05
Sage Capital Management, LLC
INCREASED
Shares3,500 from 3,494
Change+6 (+0%)
Value$508.6K (-$3.9K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares3,491 from 3,510
Change-19 (-1%)
Value$507.2K (-$7.5K)
Filed 2026-11-02
Black Diamond Financial, LLC
INCREASED
Shares3,488 from 3,129
Change+359 (+11%)
Value$506.7K (+$47.9K)
Filed 2026-10-26
StoryOne LLC
INCREASED
Shares3,486 from 2,065
Change+1,421 (+69%)
Value$506.4K (+$203.6K)
Filed 2026-10-13
Todd Wealth Management, LLC
INCREASED
Shares3,486 from 3,484
Change+2 (+0%)
Value$506.5K (-$4.4K)
Filed 2026-10-19
Cdkv Holdings LLC
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$506.4K (-$4.7K)
Filed 2026-10-28
Piedmont Capital Management, LLC
DECREASED
Shares3,485 from 3,534
Change-49 (-1%)
Value$506.3K (-$11.9K)
Filed 2026-10-21
Legacy Financial Independent Advisors LLC
DECREASED
Shares3,484 from 3,541
Change-57 (-2%)
Value$506.2K (-$13.1K)
Filed 2026-11-02
Capital Management Associates, Inc
DECREASED
Shares3,473 from 4,142
Change-669 (-16%)
Value$504.6K (-$102.8K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares3,466 from 4,514
Change-1,048 (-23%)
Value$504 (-$661.5K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
DECREASED
Shares3,464 from 5,695
Change-2,231 (-39%)
Value$503.3K (-$331.9K)
Filed 2026-10-06
Prevail Innovative Wealth Advisors, LLC
NEW
Shares3,459
Change+3,459
Value$511.3K
Filed 2026-10-20
Capital Advisors, Ltd. LLC
DECREASED
Shares3,453 from 3,934
Change-481 (-12%)
Value$502 (-$75)
Filed 2026-10-27
Emergent Wealth Advisors, LLC
DECREASED
Shares3,451 from 3,602
Change-151 (-4%)
Value$501.3K (-$21.0K)
Filed 2026-10-09
Master's Wealth Management Inc.
DECREASED
Shares3,449 from 3,512
Change-63 (-2%)
Value$501.0K (-$14.0K)
Filed 2026-10-22
Aspen Wealth Management LLC
INCREASED
Shares3,444 from 3,442
Change+2 (+0%)
Value$500.4K (-$4.3K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares3,441 from 3,418
Change+23 (+1%)
Value$548.3K (+$38.5K)
Filed 2026-10-19
Probity Advisors, Inc.
INCREASED
Shares3,437 from 3,432
Change+5 (+0%)
Value$499.3K (-$3.9K)
Filed 2026-10-23
Burkett Asset Management Ltd
INCREASED
Shares3,435 from 3,195
Change+240 (+8%)
Value$499.0K (+$30.5K)
Filed 2026-10-13
Vanguard Capital Wealth Advisors
INCREASED
Shares3,432 from 3,428
Change+4 (+0%)
Value$498.7K (-$4.0K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares3,428 from 3,368
Change+60 (+2%)
Value$498.1K (+$4.2K)
Filed 2026-10-19
Royal Palms Capital LLC
DECREASED
Shares3,426 from 5,426
Change-2,000 (-37%)
Value$497.7K (-$297.9K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares3,418 from 10,745
Change-7,327 (-68%)
Value$496.6K (-$1.1M)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
DECREASED
Shares3,400 from 3,750
Change-350 (-9%)
Value$494.0K (-$55.9K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
DECREASED
Shares3,388 from 3,555
Change-167 (-5%)
Value$492.3K (-$29.2K)
Filed 2026-10-29
Legacy Edge Advisors, LLC
DECREASED
Shares3,388 from 3,467
Change-79 (-2%)
Value$492.2K (-$16.2K)
Filed 2026-11-06
Baker Boyer National Bank
UNCHANGED
Shares3,388 from 3,388
Change0 (0%)
Value$492.2K (-$4.6K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares3,387 from 2,890
Change+497 (+17%)
Value$492.0K (+$68.2K)
Filed 2026-10-20
Syverson Strege & Co
DECREASED
Shares3,365 from 3,446
Change-81 (-2%)
Value$488.9K (-$16.5K)
Filed 2026-11-02
John Boyer, Inc.
DECREASED
Shares3,359 from 3,406
Change-47 (-1%)
Value$488.0K (-$11.6K)
Filed 2026-10-27
Citadel Investment Advisory, Inc.
UNCHANGED
Shares3,358 from 3,358
Change0 (0%)
Value$488.0K (-$4.0K)
Filed 2026-10-15
Cascade Investment Group, Inc.
UNCHANGED
Shares3,358 from 3,358
Change0 (0%)
Value$487.9K (-$4.6K)
Filed 2026-10-13
LeConte Wealth Management, LLC
DECREASED
Shares3,356 from 3,497
Change-141 (-4%)
Value$487.5K (-$25.2K)
Filed 2026-10-20
Traynor Capital Management, Inc.
DECREASED
Shares3,331 from 3,637
Change-306 (-8%)
Value$484.0K (-$49.3K)
Filed 2026-10-29
Roan Capital Partners
DECREASED
Shares3,331 from 3,427
Change-96 (-3%)
Value$483.9K (-$18.7K)
Filed 2026-10-09
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$483.6K (-$4.5K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED
Shares3,324 from 3,602
Change-278 (-8%)
Value$482.9K (-$45.2K)
Filed 2026-10-15
Nordwand Advisors, LLC
INCREASED
Shares3,321 from 3,223
Change+98 (+3%)
Value$482.5K (+$9.9K)
Filed 2026-11-05
Auour Investments LLC
UNCHANGED
Shares3,313 from 3,313
Change0 (0%)
Value$481.3K (-$4.5K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
INCREASED
Shares3,305 from 3,301
Change+4 (+0%)
Value$480.1K (-$3.9K)
Filed 2026-10-16
Cooper S Advisors, LLC
INCREASED
Shares3,299 from 3,198
Change+101 (+3%)
Value$479.3K (+$10.3K)
Filed 2026-11-03
Allen Wealth Management, LLC
DECREASED
Shares3,292 from 3,838
Change-546 (-14%)
Value$478.3K (-$84.5K)
Filed 2026-10-29
Manske Wealth Management
INCREASED
Shares3,286 from 3,223
Change+63 (+2%)
Value$477.4K (+$4.8K)
Filed 2026-10-26
TrueWealth Advisors, LLC
DECREASED
Shares3,283 from 3,364
Change-81 (-2%)
Value$477.0K (-$16.3K)
Filed 2026-10-09
AMI Investment Management Inc
INCREASED
Shares3,269 from 2,968
Change+301 (+10%)
Value$474.9K (+$39.7K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
INCREASED
Shares3,268 from 2,297
Change+971 (+42%)
Value$474.7K (+$137.9K)
Filed 2026-10-14
Cornerstone National Bank & Trust Co
DECREASED
Shares3,268 from 4,151
Change-883 (-21%)
Value$470.4K (-$141.6K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares3,264 from 3,312
Change-48 (-1%)
Value$474.2K (-$11.5K)
Filed 2026-10-07
Sprott Inc.
INCREASED
Shares3,257 from 1,770
Change+1,487 (+84%)
Value$473.2K (+$213.6K)
Filed 2026-11-09
Visionary Horizons, LLC
INCREASED
Shares3,249 from 3,238
Change+11 (+0%)
Value$472.0K (-$2.9K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED
Shares3,248 from 3,223
Change+25 (+1%)
Value$471.9K (-$752)
Filed 2026-10-15
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares3,231 from 3,147
Change+84 (+3%)
Value$469.4K (+$7.9K)
Filed 2026-10-28
Climber Capital SA
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$440.8K (-$27.5K)
Filed 2026-10-20
Trust Co
INCREASED
Shares3,199 from 3,141
Change+58 (+2%)
Value$464.8K (+$4.2K)
Filed 2026-10-09
Wespac Advisors, LLC
UNCHANGED
Shares3,199 from 3,199
Change0 (0%)
Value$464.8K (-$4.4K)
Filed 2026-10-26
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$464.5K (-$4.3K)
Filed 2026-11-02
Scott Capital Advisors, LLC
NEW
Shares3,166
Change+3,166
Value$468.0K
Filed 2026-10-13
Evolution Wealth Advisors, LLC
INCREASED
Shares3,165 from 1,870
Change+1,295 (+69%)
Value$459.8K (+$185.6K)
Filed 2026-11-03
Renaissance Investment Group LLC
INCREASED
Shares3,150 from 3,095
Change+55 (+2%)
Value$457.6K (+$3.8K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
DECREASED
Shares3,146 from 3,510
Change-364 (-10%)
Value$457.1K (-$57.7K)
Filed 2026-10-26
Central Valley Advisors, LLC
DECREASED
Shares3,143 from 3,746
Change-603 (-16%)
Value$456.6K (-$92.7K)
Filed 2026-10-27
Sterling Investment Counsel, LLC
INCREASED
Shares3,120 from 3,119
Change+1 (+0%)
Value$453.3K (-$4.1K)
Filed 2026-10-19
Francis Financial, Inc.
INCREASED
Shares3,110 from 2,913
Change+197 (+7%)
Value$451.8K (+$24.7K)
Filed 2026-11-09
Orca Investment Management, LLC
DECREASED
Shares3,109 from 3,121
Change-12 (0%)
Value$451.7K (-$6.0K)
Filed 2026-10-29
Gray Private Wealth, LLC
DECREASED
Shares3,104 from 3,343
Change-239 (-7%)
Value$451.0K (-$39.2K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
INCREASED
Shares3,100 from 2,813
Change+287 (+10%)
Value$450.4K (+$37.9K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
DECREASED
Shares3,099 from 3,136
Change-37 (-1%)
Value$450.2K (-$9.6K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
INCREASED
Shares3,086 from 2,938
Change+148 (+5%)
Value$448.3K (+$17.5K)
Filed 2026-10-14
Prairie Advisory, LLC
INCREASED
Shares3,084 from 1,541
Change+1,543 (+100%)
Value$448.0K (+$222.1K)
Filed 2026-10-19
Quantum Private Wealth, LLC
DECREASED
Shares3,082 from 3,140
Change-58 (-2%)
Value$447.8K (-$12.7K)
Filed 2026-10-20
Aafmaa Wealth Management & Trust LLC
NEW
Shares3,080
Change+3,080
Value$447.5K
Filed 2026-10-14
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares3,078 from 3,078
Change0 (0%)
Value$447.2K (-$4.2K)
Filed 2026-10-19
Alchemi Wealth, LLC
INCREASED
Shares3,074 from 2,913
Change+161 (+6%)
Value$446.7K (+$19.4K)
Filed 2026-11-04
Northwest Wealth Management, LLC
INCREASED
Shares3,069 from 2,559
Change+510 (+20%)
Value$445.9K (+$70.7K)
Filed 2026-10-30
MPS Loria Financial Planners, LLC
INCREASED
Shares3,062 from 2,892
Change+170 (+6%)
Value$444.8K (+$20.8K)
Filed 2026-10-14
Augustine Asset Management Inc
INCREASED
Shares3,055 from 2,366
Change+689 (+29%)
Value$443.8K (+$96.9K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,039 from 1,976
Change+1,063 (+54%)
Value$441.6K (+$151.7K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
INCREASED
Shares3,030 from 2,621
Change+409 (+16%)
Value$440.1K (+$55.8K)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
DECREASED
Shares3,028 from 3,099
Change-71 (-2%)
Value$439.9K (-$14.5K)
Filed 2026-11-06
Kaufman Rossin Wealth, LLC
NEW
Shares3,020
Change+3,020
Value$438.8K
Filed 2026-10-19
Breakwater Capital Group
DECREASED
Shares3,019 from 3,283
Change-264 (-8%)
Value$438.7K (-$42.7K)
Filed 2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED
Shares3,017 from 6,586
Change-3,569 (-54%)
Value$434.3K (-$536.6K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares3,011 from 6,420
Change-3,409 (-53%)
Value$437.5K (-$504.0K)
Filed 2026-11-04
Innova Wealth Partners
DECREASED
Shares3,010 from 3,885
Change-875 (-23%)
Value$437.3K (-$132.4K)
Filed 2026-10-21
Enclave Advisors LLC
DECREASED
Shares3,009 from 3,314
Change-305 (-9%)
Value$437.1K (-$48.9K)
Filed 2026-10-14
Cowa, LLC
INCREASED
Shares3,001 from 2,897
Change+104 (+4%)
Value$436.1K (+$11.2K)
Filed 2026-10-30
Summa Corp.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$435.8K (-$4.1K)
Filed 2026-10-30
Capital Investment Counsel, LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$433.5K (-$4.1K)
Filed 2026-10-14
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$433.1K (-$4.1K)
Filed 2026-10-09
Laraway Financial Advisors Inc
DECREASED
Shares2,980 from 3,330
Change-350 (-11%)
Value$432.9K (-$55.4K)
Filed 2026-11-09
Novem Group
DECREASED
Shares2,980 from 3,042
Change-62 (-2%)
Value$433.0K (-$13.1K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
DECREASED
Shares2,972 from 2,976
Change-4 (0%)
Value$431.8K (-$4.5K)
Filed 2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares2,965 from 1,806
Change+1,159 (+64%)
Value$430.8K (+$165.9K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares2,964 from 2,964
Change0 (0%)
Value$434.7K ($0)
Filed 2026-10-26
Hixon Zuercher, LLC
DECREASED
Shares2,958 from 4,458
Change-1,500 (-34%)
Value$429.7K (-$224.0K)
Filed 2026-10-13
Wall Street Financial Group, Inc.
INCREASED
Shares2,957 from 2,790
Change+167 (+6%)
Value$429.6K (+$20.5K)
Filed 2026-11-09
KFG LLC
NEW
Shares2,951
Change+2,951
Value$428.7K
Filed 2026-11-02
GKV Capital Management Co., Inc.
DECREASED
Shares2,950 from 3,100
Change-150 (-5%)
Value$428.6K (-$26.0K)
Filed 2026-11-06
Eurizon SLJ Capital Ltd
INCREASED
Shares2,942 from 2,475
Change+467 (+19%)
Value$427.4K (+$64.5K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares2,938 from 2,914
Change+24 (+1%)
Value$426.9K (-$513)
Filed 2026-10-20
McGuire Investment Group, LLC
INCREASED
Shares2,937 from 2,687
Change+250 (+9%)
Value$426.7K (+$32.7K)
Filed 2026-10-23
Teza Capital Management LLC
NEW
Shares2,935
Change+2,935
Value$426.4K
Filed 2026-10-23
StrongBox Wealth, LLC
DECREASED
Shares2,927 from 3,184
Change-257 (-8%)
Value$425.2K (-$41.7K)
Filed 2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$424.9K (-$4.0K)
Filed 2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$424.7K (-$4.0K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
INCREASED
Shares2,922 from 2,901
Change+21 (+1%)
Value$424 (-$424.6K)
Filed 2026-10-21
WealthPoint Financial, LLC
INCREASED
Shares2,921 from 2,837
Change+84 (+3%)
Value$424.3K (+$8.3K)
Filed 2026-11-03
Philip James Wealth Mangement, LLC
UNCHANGED
Shares2,921 from 2,921
Change0 (0%)
Value$424.4K (-$4.0K)
Filed 2026-10-27
Ares Financial Consulting, LLC
DECREASED
Shares2,913 from 2,943
Change-30 (-1%)
Value$423.2K (-$8.3K)
Filed 2026-10-19
Wiser Wealth Management, Inc
INCREASED
Shares2,897 from 2,741
Change+156 (+6%)
Value$420.9K (+$18.9K)
Filed 2026-10-14
McHugh Group, LLC
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$420.1K (-$3.9K)
Filed 2026-10-19
Solstein Capital, LLC
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$419.9K (-$3.9K)
Filed 2026-11-02
MRA Advisory Group
NEW
Shares2,889
Change+2,889
Value$419.7K
Filed 2026-10-07
Taylor Financial Group, Inc.
UNCHANGED
Shares2,889 from 2,889
Change0 (0%)
Value$419.7K (-$3.9K)
Filed 2026-11-02
North Forty Two & Co.
UNCHANGED
Shares2,887 from 2,887
Change0 (0%)
Value$419.4K (-$3.9K)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
INCREASED
Shares2,877 from 2,548
Change+329 (+13%)
Value$462.0K (+$88.4K)
Filed 2026-11-02
Essential Partners LLC
INCREASED
Shares2,876 from 608
Change+2,268 (+373%)
Value$417.8K (+$328.7K)
Filed 2026-10-14
Private Advisory Group LLC
INCREASED
Shares2,873 from 2,598
Change+275 (+11%)
Value$417.4K (+$36.4K)
Filed 2026-11-06
Carl P. Sherr & Co., LLC
DECREASED
Shares2,866 from 2,961
Change-95 (-3%)
Value$416.4K (-$17.8K)
Filed 2026-11-06
Sara-Bay Financial
UNCHANGED
Shares2,864 from 2,864
Change0 (0%)
Value$416.1K (-$3.9K)
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED
Shares2,857 from 2,933
Change-76 (-3%)
Value$415.1K (-$15.0K)
Filed 2026-10-23
Basso Capital Management, L.P.
DECREASED
Shares2,850 from 4,350
Change-1,500 (-34%)
Value$414.0K (-$223.8K)
Filed 2026-10-30
Global Trust Asset Management, LLC
DECREASED
Shares2,850 from 2,890
Change-40 (-1%)
Value$414.0K (-$9.7K)
Filed 2026-10-19
Banque de Luxembourg S.A.
DECREASED
Shares2,847 from 9,347
Change-6,500 (-70%)
Value$413.6K (-$957.0K)
Filed 2026-10-14
San Luis Wealth Advisors LLC
INCREASED
Shares2,839 from 2,678
Change+161 (+6%)
Value$412.5K (+$19.8K)
Filed 2026-10-27
Destiny Wealth Partners, LLC
INCREASED
Shares2,838 from 1,704
Change+1,134 (+67%)
Value$464.2K (+$218.0K)
Filed 2026-11-05
Armor Investment Advisors, LLC
DECREASED
Shares2,835 from 3,118
Change-283 (-9%)
Value$411.8K (-$45.4K)
Filed 2026-10-27
Skyline Advisors, Inc.
INCREASED
Shares2,831 from 2,827
Change+4 (+0%)
Value$411.4K (-$3.1K)
Filed 2026-11-03
Lifestyle Asset Management, Inc.
INCREASED
Shares2,830 from 2,331
Change+499 (+21%)
Value$411.1K (+$69.3K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
INCREASED
Shares2,826 from 1,826
Change+1,000 (+55%)
Value$410.6K (+$142.8K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
UNCHANGED
Shares2,823 from 2,823
Change0 (0%)
Value$410.1K (-$3.8K)
Filed 2026-11-05
Objective Capital Management, LLC
DECREASED
Shares2,821 from 2,843
Change-22 (-1%)
Value$409.9K (-$7.1K)
Filed 2026-10-13
Eagle Wealth Advisors LLC
DECREASED
Shares2,815 from 3,700
Change-885 (-24%)
Value$409.0K (-$133.6K)
Filed 2026-10-20
Stone Summit Wealth LLC
DECREASED
Shares2,814 from 3,232
Change-418 (-13%)
Value$408.8K (-$65.1K)
Filed 2026-10-14
Weaver Consulting Group
DECREASED
Shares2,814 from 2,819
Change-5 (0%)
Value$408.8K (-$4.6K)
Filed 2026-10-07
Worth Financial Advisory Group, LLC
DECREASED
Shares2,802 from 2,854
Change-52 (-2%)
Value$407.1K (-$11.4K)
Filed 2026-10-19
Provident Trust Co
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$406.8K (-$3.8K)
Filed 2026-10-29
Gould Asset Management LLC
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$406.3K (-$3.8K)
Filed 2026-11-06
Mcrae Capital Management Inc
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$406.3K (-$3.8K)
Filed 2026-10-15
Bay Capital Advisors, LLC
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$406.1K (-$3.8K)
Filed 2026-10-16
Wealthcare Capital Partners, LLC
DECREASED
Shares2,794 from 2,802
Change-8 (0%)
Value$405.9K (-$5.0K)
Filed 2026-10-21
AGH Wealth Advisors, LLC
INCREASED
Shares2,787 from 2,714
Change+73 (+3%)
Value$404.9K (+$6.9K)
Filed 2026-10-26
KFA Private Wealth Group, LLC
INCREASED
Shares2,782 from 2,280
Change+502 (+22%)
Value$404.2K (+$69.8K)
Filed 2026-10-07
Rockport Wealth LLC
INCREASED
Shares2,782 from 2,605
Change+177 (+7%)
Value$404.2K (+$22.2K)
Filed 2026-11-03
Invested Advisors
DECREASED
Shares2,782 from 2,800
Change-18 (-1%)
Value$404.2K (-$6.4K)
Filed 2026-10-23
Bishop & Co Investment Management, LLC
UNCHANGED
Shares2,782 from 2,782
Change0 (0%)
Value$404.2K (-$3.8K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
INCREASED
Shares2,781 from 2,151
Change+630 (+29%)
Value$404.0K (+$88.6K)
Filed 2026-11-02
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$403.6K (-$3.8K)
Filed 2026-10-09
Warner Financial, Inc
DECREASED
Shares2,774 from 2,777
Change-3 (0%)
Value$403.0K (-$4.2K)
Filed 2026-11-06
Foundation Wealth Management, Llc\pa
DECREASED
Shares2,761 from 2,792
Change-31 (-1%)
Value$401.2K (-$8.2K)
Filed 2026-10-14
Dakota Community Bank & Trust NA
INCREASED
Shares2,760 from 2,250
Change+510 (+23%)
Value$401.0K (+$71.0K)
Filed 2026-10-09
Wealth Management Partners, LLC
DECREASED
Shares2,757 from 3,003
Change-246 (-8%)
Value$400.5K (-$39.8K)
Filed 2026-10-21
MKT Advisors LLC
DECREASED
Shares2,755 from 2,915
Change-160 (-5%)
Value$414.8K (-$30.4K)
Filed 2026-10-20
Rahlfs Capital, LLC
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$400.2K (-$3.7K)
Filed 2026-10-23
Todd Asset Management LLC
UNCHANGED
Shares2,754 from 2,754
Change0 (0%)
Value$400.1K (-$3.7K)
Filed 2026-10-27
Gouws Capital LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$399.5K (-$3.7K)
Filed 2026-10-09
Base Wealth Management LLC
INCREASED
Shares2,746 from 2,601
Change+145 (+6%)
Value$398.9K (+$17.5K)
Filed 2026-10-21
Symphony Financial Services, Inc.
INCREASED
Shares2,742 from 2,739
Change+3 (+0%)
Value$398.4K (-$3.2K)
Filed 2026-11-09
WestHill Financial Advisors, Inc.
DECREASED
Shares2,736 from 2,887
Change-151 (-5%)
Value$397.5K (-$25.8K)
Filed 2026-10-14
ProVise Management Group, LLC
DECREASED
Shares2,730 from 3,407
Change-677 (-20%)
Value$396.6K (-$103.0K)
Filed 2026-11-06
Riggs Asset Managment Co. Inc.
DECREASED
Shares2,726 from 3,123
Change-397 (-13%)
Value$396.0K (-$61.9K)
Filed 2026-11-05
Abel Hall, LLC
DECREASED
Shares2,723 from 2,859
Change-136 (-5%)
Value$395.6K (-$23.6K)
Filed 2026-10-19
apricus wealth, LLC
INCREASED
Shares2,720 from 2,420
Change+300 (+12%)
Value$395.2K (+$40.3K)
Filed 2026-10-26
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares2,700 from 2,584
Change+116 (+4%)
Value$392.3K (+$13.3K)
Filed 2026-10-16
Princeton Capital Management LLC
DECREASED
Shares2,698 from 3,248
Change-550 (-17%)
Value$392.0K (-$84.3K)
Filed 2026-10-27
JBR Co Financial Management Inc
UNCHANGED
Shares2,696 from 2,696
Change0 (0%)
Value$397.5K (+$2.1K)
Filed 2026-10-13
Reap Financial Group, LLC
INCREASED
Shares2,691 from 2,442
Change+249 (+10%)
Value$391.0K (+$32.9K)
Filed 2026-11-02
Financial Insights, Inc.
INCREASED
Shares2,685 from 2,575
Change+110 (+4%)
Value$390.0K (+$12.5K)
Filed 2026-10-27
Trek Financial, LLC
DECREASED
Shares2,684 from 5,176
Change-2,492 (-48%)
Value$389.9K (-$369.1K)
Filed 2026-10-29
North Capital, Inc.
DECREASED
Shares2,684 from 3,200
Change-516 (-16%)
Value$410.8K (-$58.5K)
Filed 2026-10-16
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,680 from 2,469
Change+211 (+9%)
Value$389.4K (+$27.3K)
Filed 2026-10-09
Investment Planning Advisors, Inc.
INCREASED
Shares2,678 from 2,036
Change+642 (+32%)
Value$389.1K (+$90.6K)
Filed 2026-10-14
Storen Legacy Partners, LLC
DECREASED
Shares2,672 from 2,776
Change-104 (-4%)
Value$388.2K (-$18.9K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
INCREASED
Shares2,666 from 2,261
Change+405 (+18%)
Value$387.3K (+$55.8K)
Filed 2026-11-06
Wolverine Asset Management LLC
INCREASED
Shares2,659 from 2,521
Change+138 (+5%)
Value$386.3K (+$16.6K)
Filed 2026-11-02
Stronghold Wealth Management L.L.C.
INCREASED
Shares2,659 from 2,644
Change+15 (+1%)
Value$386.3K (-$1.4K)
Filed 2026-10-16
Bullseye Investment Management, LLC
UNCHANGED
Shares2,654 from 2,654
Change0 (0%)
Value$385.6K (-$3.6K)
Filed 2026-10-29
Lakeshore Financial Planning, Inc.
DECREASED
Shares2,645 from 2,805
Change-160 (-6%)
Value$384.2K (-$27.4K)
Filed 2026-10-13
Miramontes Capital, LLC
INCREASED
Shares2,640 from 2,384
Change+256 (+11%)
Value$383.5K (+$33.9K)
Filed 2026-10-19
NewSquare Capital LLC
INCREASED
Shares2,639 from 2,027
Change+612 (+30%)
Value$383.4K (+$86.2K)
Filed 2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares2,639 from 2,660
Change-21 (-1%)
Value$383.4K (-$6.6K)
Filed 2026-10-28
GSG Advisors LLC
DECREASED
Shares2,636 from 3,197
Change-561 (-18%)
Value$382.9K (-$85.8K)
Filed 2026-11-03
Total Investment Management Inc
DECREASED
Shares2,636 from 2,673
Change-37 (-1%)
Value$383.0K (-$3.3K)
Filed 2026-10-22
Grant Private Wealth Management Inc
DECREASED
Shares2,628 from 4,800
Change-2,172 (-45%)
Value$381.8K (-$322.1K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares2,614 from 1,889
Change+725 (+38%)
Value$379.8K (+$96.6K)
Filed 2026-11-02
University of Texas S AM Investment Management Co
INCREASED
Shares2,612 from 2,116
Change+496 (+23%)
Value$379.5K (+$69.2K)
Filed 2026-11-03
Sageworth Trust Co
NEW
Shares2,611
Change+2,611
Value$379.3K
Filed 2026-10-30
Purus Wealth Management, LLC
INCREASED
Shares2,611 from 2,355
Change+256 (+11%)
Value$379.4K (+$34.0K)
Filed 2026-10-15
DSG Capital Advisors, LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$379.0K (-$2.1K)
Filed 2026-11-05
Carrera Capital Advisors
INCREASED
Shares2,605 from 2,435
Change+170 (+7%)
Value$378.5K (+$21.4K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares2,603 from 2,980
Change-377 (-13%)
Value$378.2K (-$61.2K)
Filed 2026-10-29
Apollon Financial, LLC
INCREASED
Shares2,603 from 2,442
Change+161 (+7%)
Value$378.2K (+$20.1K)
Filed 2026-10-23
Argos Wealth Advisors, LLC
DECREASED
Shares2,603 from 2,614
Change-11 (0%)
Value$378.2K (-$5.2K)
Filed 2026-11-02
Mascagni Wealth Management, Inc.
DECREASED
Shares2,600 from 2,750
Change-150 (-5%)
Value$377.7K (-$25.5K)
Filed 2026-10-23
Tortoise Investment Management, LLC
INCREASED
Shares2,594 from 2,462
Change+132 (+5%)
Value$376.8K (+$15.8K)
Filed 2026-11-06
Marin Bay Wealth Advisors, LLC
DECREASED
Shares2,578 from 2,618
Change-40 (-2%)
Value$374.5K (-$9.5K)
Filed 2026-10-28
Clarity Wealth Development LLC
DECREASED
Shares2,577 from 2,755
Change-178 (-6%)
Value$374.4K (-$29.6K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares2,574 from 2,544
Change+30 (+1%)
Value$374.0K (+$898)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares2,569 from 2,677
Change-108 (-4%)
Value$388.5K (-$10.7K)
Filed 2026-10-16
Nabity-Jensen Investment Management Inc
INCREASED
Shares2,564 from 2,521
Change+43 (+2%)
Value$372.5K (+$2.8K)
Filed 2026-10-23
Midwest Professional Planners, Ltd.
DECREASED
Shares2,559 from 2,799
Change-240 (-9%)
Value$371.7K (-$38.6K)
Filed 2026-10-29
Hurlow Wealth Management Group, Inc.
DECREASED
Shares2,556 from 2,558
Change-2 (0%)
Value$371.3K (-$3.8K)
Filed 2026-10-29
FMA Wealth Management, LLC
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$371.2K (-$3.5K)
Filed 2026-10-21
Pinnacle Financial Group, LLC / IL
INCREASED
Shares2,553 from 2,451
Change+102 (+4%)
Value$370.8K (+$11.5K)
Filed 2026-10-29
Kaydan Wealth Management, Inc.
INCREASED
Shares2,546 from 2,408
Change+138 (+6%)
Value$369.9K (+$16.8K)
Filed 2026-10-08
Advisortrust Partners, LLC
DECREASED
Shares2,544 from 2,829
Change-285 (-10%)
Value$369.6K (-$45.3K)
Filed 2026-11-02
Unique Wealth, LLC
INCREASED
Shares2,544 from 2,520
Change+24 (+1%)
Value$369.6K (+$59)
Filed 2026-10-16
Huntleigh Advisors, Inc.
DECREASED
Shares2,540 from 2,862
Change-322 (-11%)
Value$369.0K (-$50.7K)
Filed 2026-11-03
Mission Financial Group, LLC
INCREASED
Shares2,534 from 2,406
Change+128 (+5%)
Value$368.2K (+$15.3K)
Filed 2026-10-21
Eclectic Associates Inc
DECREASED
Shares2,528 from 3,076
Change-548 (-18%)
Value$367.3K (-$83.8K)
Filed 2026-10-09
Owl Creek Wealth Partners LLC
INCREASED
Shares2,528 from 2,097
Change+431 (+21%)
Value$367.3K (+$59.8K)
Filed 2026-10-20
Polaris Investment Advisors, LLC
NEW
Shares2,527
Change+2,527
Value$367.1K
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,526 from 2,140
Change+386 (+18%)
Value$366.9K (+$53.2K)
Filed 2026-11-04
Omnitrust Wealth Management, Inc
NEW
Shares2,523
Change+2,523
Value$366.5K
Filed 2026-11-02
Worthington Financial Partners, LLC
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$366.5K (-$3.4K)
Filed 2026-10-13
Silvant Capital Management LLC
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$365.1K (-$3.4K)
Filed 2026-11-09
IFS Advisors, LLC
INCREASED
Shares2,508 from 465
Change+2,043 (+439%)
Value$364.4K (+$296.1K)
Filed 2026-10-14
Greater Midwest Financial Group, LLC
INCREASED
Shares2,508 from 2,262
Change+246 (+11%)
Value$364.3K (+$32.5K)
Filed 2026-10-13
Thayer Partners, LLC / MA
INCREASED
Shares2,504 from 2,501
Change+3 (+0%)
Value$363.8K (-$3.0K)
Filed 2026-11-06
Lake Street Private Wealth, LLC
INCREASED
Shares2,502 from 2,411
Change+91 (+4%)
Value$363.5K (+$9.8K)
Filed 2026-10-22
Trinity Financial Advisors LLC
DECREASED
Shares2,501 from 2,514
Change-13 (-1%)
Value$363.4K (-$5.3K)
Filed 2026-10-09
Vision Capital Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$363.2K (-$3.4K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares2,499
Change+2,499
Value$363.0K
Filed 2026-11-04
Maryland Capital Advisors Inc.
INCREASED
Shares2,494 from 2,178
Change+316 (+15%)
Value$362.3K (+$42.9K)
Filed 2026-10-15
Centerpoint Advisory Group
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$361.9K (-$3.4K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares2,475 from 3,039
Change-564 (-19%)
Value$359.6K (-$86.1K)
Filed 2026-10-08
Grant Street Asset Management, Inc.
INCREASED
Shares2,461 from 2,215
Change+246 (+11%)
Value$357.5K (+$32.7K)
Filed 2026-10-26
Quantum Financial Partners LLC
DECREASED
Shares2,460 from 2,500
Change-40 (-2%)
Value$357.4K (-$9.3K)
Filed 2026-10-19
Value Investment Professionals, LLC
INCREASED
Shares2,450 from 2,433
Change+17 (+1%)
Value$356.0K (-$790)
Filed 2026-10-13
Invariant Investment Management
INCREASED
Shares2,448 from 1,878
Change+570 (+30%)
Value$354.7K (+$74.3K)
Filed 2026-10-08
TrustBank
DECREASED
Shares2,446 from 2,531
Change-85 (-3%)
Value$355.4K (-$15.8K)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares2,443 from 2,433
Change+10 (+0%)
Value$354.9K (-$1.8K)
Filed 2026-11-05
Optima Capital LLC
INCREASED
Shares2,431 from 2,389
Change+42 (+2%)
Value$353.2K (+$2.8K)
Filed 2026-10-29
Tranquility Partners, LLC
INCREASED
Shares2,420 from 2,387
Change+33 (+1%)
Value$342.9K (-$7.2K)
Filed 2026-10-20
Fell Capital Management
UNCHANGED
Shares2,411 from 2,411
Change0 (0%)
Value$350.3K (-$3.3K)
Filed 2026-10-09
Cambridge Financial Group, LLC
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$352.9K ($0)
Filed 2026-10-06
Enhancing Capital LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$348.7K (-$3.3K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares2,397 from 2,487
Change-90 (-4%)
Value$348.2K (-$16.5K)
Filed 2026-10-27
Friday Financial
INCREASED
Shares2,395 from 2,147
Change+248 (+12%)
Value$344.8K (+$16.8K)
Filed 2026-10-09
Harmony Asset Management LLC
DECREASED
Shares2,391 from 2,561
Change-170 (-7%)
Value$347.4K (-$28.2K)
Filed 2026-10-20
Aurora Investment Managers, Llc.
DECREASED
Shares2,391 from 2,413
Change-22 (-1%)
Value$347 (-$7)
Filed 2026-10-15
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$347.4K (-$3.3K)
Filed 2026-10-05
WMG Financial Advisors, LLC
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$350.6K ($0)
Filed 2026-10-28
Sterling Financial Planning, Inc.
DECREASED
Shares2,381 from 2,470
Change-89 (-4%)
Value$345.9K (-$16.3K)
Filed 2026-10-28
Brucke Financial, Inc.
DECREASED
Shares2,381 from 2,399
Change-18 (-1%)
Value$345.9K (-$6.0K)
Filed 2026-10-23
Fagan Associates, Inc.
UNCHANGED
Shares2,381 from 2,381
Change0 (0%)
Value$346.0K (-$3.2K)
Filed 2026-10-13
Premier Fund Managers Ltd
UNCHANGED
Shares2,381 from 2,381
Change0 (0%)
Value$353 ($0)
Filed 2026-11-02
AMG Asset Management Group, Inc.
INCREASED
Shares2,369 from 1,891
Change+478 (+25%)
Value$344.2K (+$66.9K)
Filed 2026-10-21
Redw Wealth LLC
INCREASED
Shares2,362 from 2,316
Change+46 (+2%)
Value$343.2K (+$3.5K)
Filed 2026-11-02
Summit Securities Group LLC
NEW
Shares2,361
Change+2,361
Value$343.0K
Filed 2026-11-05
Dorato Capital Management
INCREASED
Shares2,353 from 2,245
Change+108 (+5%)
Value$347.8K (+$17.7K)
Filed 2026-10-08
Independent Wealth Network Inc.
DECREASED
Shares2,352 from 2,745
Change-393 (-14%)
Value$341.7K (-$60.9K)
Filed 2026-10-19
Kooman & Associates
INCREASED
Shares2,347 from 2,285
Change+62 (+3%)
Value$341.0K (+$5.9K)
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares2,345 from 1,772
Change+573 (+32%)
Value$340.6K (+$80.8K)
Filed 2026-10-13
Connecticut Capital Management Group, LLC
INCREASED
Shares2,341 from 2,332
Change+9 (+0%)
Value$340.1K (-$1.9K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
DECREASED
Shares2,340 from 2,676
Change-336 (-13%)
Value$340.0K (-$52.5K)
Filed 2026-10-08
Red Mountain Financial, LLC
INCREASED
Shares2,338 from 2,334
Change+4 (+0%)
Value$339.7K (-$2.7K)
Filed 2026-11-03
Sage Mountain Advisors LLC
NEW
Shares2,337
Change+2,337
Value$339.5K
Filed 2026-11-02
Cogent Strategic Wealth LLC
INCREASED
Shares2,337 from 2,304
Change+33 (+1%)
Value$339.5K (+$1.7K)
Filed 2026-10-22
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$339.5K (-$3.2K)
Filed 2026-11-03
Invenio Wealth Partners LLC
DECREASED
Shares2,336 from 2,362
Change-26 (-1%)
Value$339.4K (-$7.0K)
Filed 2026-10-20
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$338.9K (-$3.2K)
Filed 2026-10-28
Penobscot Wealth Management
INCREASED
Shares2,330 from 2,314
Change+16 (+1%)
Value$338.6K (-$803)
Filed 2026-10-21
Marks Group Wealth Management, Inc
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$338.5K (-$3.2K)
Filed 2026-11-05
Freedom Financial Partners LLC
DECREASED
Shares2,326 from 2,433
Change-107 (-4%)
Value$337.9K (-$18.9K)
Filed 2026-10-19
Trellis Wealth Advisors LLC
DECREASED
Shares2,325 from 2,329
Change-4 (0%)
Value$337.8K (-$3.7K)
Filed 2026-10-19
bLong Financial, LLC
UNCHANGED
Shares2,309 from 2,309
Change0 (0%)
Value$335.5K (-$3.1K)
Filed 2026-10-29
Lazari Capital Management, Inc.
DECREASED
Shares2,308 from 2,377
Change-69 (-3%)
Value$335.3K (-$13.3K)
Filed 2026-10-20
Fonville Wealth Management LLC
INCREASED
Shares2,307 from 1,423
Change+884 (+62%)
Value$335.2K (+$126.5K)
Filed 2026-10-28
Wincap Financial LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$335.1K (-$3.1K)
Filed 2026-10-20
Warwick Investment Management, Inc.
DECREASED
Shares2,303 from 2,671
Change-368 (-14%)
Value$334.6K (-$57.0K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
DECREASED
Shares2,302 from 2,377
Change-75 (-3%)
Value$334.4K (-$14.1K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED
Shares2,302 from 2,235
Change+67 (+3%)
Value$334.4K (+$6.6K)
Filed 2026-11-06
Garde Capital, Inc.
INCREASED
Shares2,300 from 1,538
Change+762 (+50%)
Value$334.1K (+$108.6K)
Filed 2026-10-29
Northwest Financial Advisors
DECREASED
Shares2,300 from 2,336
Change-36 (-2%)
Value$334.1K (-$8.5K)
Filed 2026-10-27
Brown Wealth Management, LLC
INCREASED
Shares2,297 from 2,195
Change+102 (+5%)
Value$333.7K (+$11.7K)
Filed 2026-10-20
Provident Investment Management, Inc.
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$333.4K (-$3.1K)
Filed 2026-10-23
One Day In July LLC
DECREASED
Shares2,294 from 2,364
Change-70 (-3%)
Value$333.3K (-$13.4K)
Filed 2026-10-30
Defined Wealth Management, LLC
INCREASED
Shares2,292 from 2,184
Change+108 (+5%)
Value$333.0K (+$12.7K)
Filed 2026-10-19
Elevation Wealth Management LLC
INCREASED
Shares2,292 from 2,291
Change+1 (+0%)
Value$333.0K (-$3.0K)
Filed 2026-11-02
Correct Capital Wealth Management
DECREASED
Shares2,287 from 2,415
Change-128 (-5%)
Value$332.4K (-$21.8K)
Filed 2026-11-02
Gemmer Asset Management LLC
INCREASED
Shares2,287 from 2,160
Change+127 (+6%)
Value$332.3K (+$15.5K)
Filed 2026-10-16
Eagle Bay Advisors LLC
INCREASED
Shares2,285 from 2,017
Change+268 (+13%)
Value$332.0K (+$36.2K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
NEW
Shares2,282
Change+2,282
Value$331.5K
Filed 2026-10-15
S.E.E.D. Planning Group LLC
DECREASED
Shares2,267 from 6,656
Change-4,389 (-66%)
Value$329.3K (-$646.7K)
Filed 2026-10-07
Lockerman Financial Group, Inc.
DECREASED
Shares2,265 from 2,326
Change-61 (-3%)
Value$329.1K (-$12.0K)
Filed 2026-10-19
SFE Investment Counsel
DECREASED
Shares2,265 from 2,305
Change-40 (-2%)
Value$329.1K (-$8.9K)
Filed 2026-10-29
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,263 from 2,246
Change+17 (+1%)
Value$328.8K (-$584)
Filed 2026-10-19
Roble, Belko & Company, Inc
INCREASED
Shares2,258 from 2,238
Change+20 (+1%)
Value$328 (-$327.7K)
Filed 2026-11-09
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,252 from 2,413
Change-161 (-7%)
Value$327.2K (-$26.6K)
Filed 2026-10-26
Baring Financial LLC
INCREASED
Shares2,240 from 2,226
Change+14 (+1%)
Value$325.4K (-$963)
Filed 2026-10-07
Greenup Street Wealth Management LLC
INCREASED
Shares2,235 from 2,176
Change+59 (+3%)
Value$324.7K (+$5.7K)
Filed 2026-10-28
Sather Financial Group Inc
DECREASED
Shares2,232 from 2,258
Change-26 (-1%)
Value$324.3K (-$6.8K)
Filed 2026-10-30
Sun Group Wealth Partners
DECREASED
Shares2,227 from 2,465
Change-238 (-10%)
Value$323.5K (-$37.9K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares2,225 from 2,179
Change+46 (+2%)
Value$323.2K (+$3.7K)
Filed 2026-11-05
Peak Financial Management, Inc.
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$322.8K (-$3.0K)
Filed 2026-10-16
R2 Capital Strategies, LLC
INCREASED
Shares2,217 from 2,203
Change+14 (+1%)
Value$322.1K (-$893)
Filed 2026-10-15
Able Financial Group, LLC
DECREASED
Shares2,214 from 2,419
Change-205 (-8%)
Value$321.6K (-$33.2K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares2,208 from 2,323
Change-115 (-5%)
Value$320.7K (-$19.9K)
Filed 2026-11-04
Lord & Richards Wealth Management, LLC
NEW
Shares2,203
Change+2,203
Value$320.1K
Filed 2026-10-14
Noesis Capital Mangement Corp
DECREASED
Shares2,193 from 2,878
Change-685 (-24%)
Value$318.6K (-$103.3K)
Filed 2026-10-26
United Community Bank
INCREASED
Shares2,190 from 1,991
Change+199 (+10%)
Value$318.2K (+$26.2K)
Filed 2026-10-28
Vista Capital Partners, Inc.
INCREASED
Shares2,188 from 2,109
Change+79 (+4%)
Value$317.9K (+$8.6K)
Filed 2026-11-06
DWM Financial Group, Inc.
INCREASED
Shares2,185 from 2,042
Change+143 (+7%)
Value$317.4K (+$24.8K)
Filed 2026-10-28
Cetera Trust Company, N.a
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$315.0K (-$2.9K)
Filed 2026-11-09
James Hambro & Partners LLP
DECREASED
Shares2,165 from 2,763
Change-598 (-22%)
Value$314.6K (-$90.1K)
Filed 2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED
Shares2,160 from 2,037
Change+123 (+6%)
Value$313.9K (+$15.1K)
Filed 2026-11-03
Sylvest Advisors, LLC
DECREASED
Shares2,149 from 2,162
Change-13 (-1%)
Value$312.2K (-$4.8K)
Filed 2026-10-26
Flywheel Private Wealth LLC
INCREASED
Shares2,147 from 2,146
Change+1 (+0%)
Value$311.9K (-$2.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares2,146 from 2,058
Change+88 (+4%)
Value$311.7K (+$10.0K)
Filed 2026-10-07
Catalyst Private Wealth, LLC
INCREASED
Shares2,133 from 1,661
Change+472 (+28%)
Value$309.9K (+$66.3K)
Filed 2026-10-13
Cushing Capital Partners, LLC
NEW
Shares2,131
Change+2,131
Value$309.6K
Filed 2026-10-20
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$309.4K (-$2.9K)
Filed 2026-11-05
Core Wealth Management, Inc.
DECREASED
Shares2,120 from 2,221
Change-101 (-5%)
Value$308.1K (-$17.7K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
INCREASED
Shares2,118 from 1,891
Change+227 (+12%)
Value$307.7K (+$30.4K)
Filed 2026-11-06
Richard P Slaughter Associates Inc
INCREASED
Shares2,110 from 1,474
Change+636 (+43%)
Value$306.5K (+$90.3K)
Filed 2026-10-13
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$306.4K (-$2.9K)
Filed 2026-10-23
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$308.5K ($0)
Filed 2026-10-16
Investment Management Trust, LLC
INCREASED
Shares2,103 from 2,078
Change+25 (+1%)
Value$305.5K (+$778)
Filed 2026-11-05
TCP Asset Management, LLC
DECREASED
Shares2,100 from 2,105
Change-5 (0%)
Value$304.3K (-$4.4K)
Filed 2026-10-14
Amarillo National Bank
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$305.1K (-$2.9K)
Filed 2026-10-23
Barnes Wealth Management Group, Inc
DECREASED
Shares2,096 from 2,101
Change-5 (0%)
Value$304.5K (-$3.6K)
Filed 2026-11-09
Rempart Asset Management Inc.
UNCHANGED
Shares2,088 from 2,088
Change0 (0%)
Value$306.2K ($0)
Filed 2026-10-20
BostonPremier Wealth LLC
INCREASED
Shares2,084 from 2,079
Change+5 (+0%)
Value$302.7K (-$2.1K)
Filed 2026-10-16
Kelly Financial Services LLC
INCREASED
Shares2,081 from 1,945
Change+136 (+7%)
Value$302.3K (+$17.1K)
Filed 2026-10-20
Concentrum Wealth Management
DECREASED
Shares2,073 from 2,179
Change-106 (-5%)
Value$301.1K (-$18.4K)
Filed 2026-11-09
Nicholas Wealth, Llc.
INCREASED
Shares2,069 from 1,571
Change+498 (+32%)
Value$300.5K (+$70.2K)
Filed 2026-10-26
Fulcrum Capital LLC
DECREASED
Shares2,068 from 2,491
Change-423 (-17%)
Value$300.4K (-$64.8K)
Filed 2026-10-15
Sonata Capital Group Inc
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$299.1K (-$2.8K)
Filed 2026-10-19
Fusion Capital, LLC
INCREASED
Shares2,056 from 1,879
Change+177 (+9%)
Value$298.7K (+$23.2K)
Filed 2026-10-28
Catalyst Investment Management LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$298.4K (-$2.8K)
Filed 2026-10-21
Belleair Asset Management, LLC
UNCHANGED
Shares2,046 from 2,046
Change0 (0%)
Value$297.2K (-$2.8K)
Filed 2026-11-03
West Bancorporation Inc
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$297.1K (-$2.8K)
Filed 2026-10-29
Share Andrew L.
NEW
Shares2,044
Change+2,044
Value$297.0K
Filed 2026-11-06
Sagace Wealth Management LLC
INCREASED
Shares2,039 from 1,807
Change+232 (+13%)
Value$296.2K (+$31.2K)
Filed 2026-10-28
Ascent Wealth Partners, LLC
INCREASED
Shares2,033 from 2,020
Change+13 (+1%)
Value$295.4K (-$859)
Filed 2026-10-23
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares2,032 from 2,017
Change+15 (+1%)
Value$295.2K (-$517)
Filed 2026-11-09
Tortuga Wealth Management, Inc
INCREASED
Shares2,022 from 1,978
Change+44 (+2%)
Value$293.8K (+$3.7K)
Filed 2026-10-27
Alliance Private Wealth, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$293.5K (-$2.7K)
Filed 2026-10-20
Seven Mile Advisory
INCREASED
Shares2,018 from 1,964
Change+54 (+3%)
Value$293.3K (+$5.3K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
NEW
Shares2,017
Change+2,017
Value$293.1K
Filed 2026-11-03
Bright Financial Advisors, Inc.
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$292.8K (-$2.7K)
Filed 2026-10-23
Madrona Financial Services, LLC
INCREASED
Shares2,013 from 2,005
Change+8 (+0%)
Value$292.4K (-$1.6K)
Filed 2026-10-23
Bingham Private Wealth, LLC
DECREASED
Shares2,012 from 2,120
Change-108 (-5%)
Value$292.3K (-$18.7K)
Filed 2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$292.2K (-$2.7K)
Filed 2026-10-16
Old Peak Finance LLC
DECREASED
Shares2,004 from 2,023
Change-19 (-1%)
Value$291.1K (-$5.6K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares2,001 from 1,828
Change+173 (+9%)
Value$296.7K (+$28.6K)
Filed 2026-11-03
Peterson Wealth Services
INCREASED
Shares2,000 from 1,401
Change+599 (+43%)
Value$290.5K (+$85.1K)
Filed 2026-10-26
Erickson Financial Group, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$290.6K (-$2.7K)
Filed 2026-11-05
PMV Capital Advisers, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$290.6K (-$2.7K)
Filed 2026-11-09
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares1,993 from 2,743
Change-750 (-27%)
Value$289.5K (-$112.7K)
Filed 2026-10-14
Westover Capital Advisors, LLC
NEW
Shares1,990
Change+1,990
Value$289.1K
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
INCREASED
Shares1,989 from 1,985
Change+4 (+0%)
Value$288.9K (-$2.2K)
Filed 2026-10-27
Nikulski Financial, Inc.
INCREASED
Shares1,988 from 1,985
Change+3 (+0%)
Value$288.8K (-$2.3K)
Filed 2026-11-06
Abound Wealth Management
DECREASED
Shares1,985 from 2,585
Change-600 (-23%)
Value$288.4K (-$90.6K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
INCREASED
Shares1,985 from 1,805
Change+180 (+10%)
Value$288.5K (+$23.8K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
DECREASED
Shares1,977 from 7,118
Change-5,141 (-72%)
Value$287.2K (-$756.6K)
Filed 2026-10-20
McLean Asset Management Corp
INCREASED
Shares1,974 from 1,971
Change+3 (+0%)
Value$329.8K (+$45.1K)
Filed 2026-11-06
Tarbox Family Office, Inc.
DECREASED
Shares1,973 from 2,117
Change-144 (-7%)
Value$286.6K (-$23.9K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares1,972
Change+1,972
Value$286.5K
Filed 2026-10-19
Sound Financial Strategies Group, LLC
DECREASED
Shares1,971 from 3,595
Change-1,624 (-45%)
Value$286.3K (-$240.8K)
Filed 2026-10-30
Bluesphere Advisors LLC
DECREASED
Shares1,971 from 2,147
Change-176 (-8%)
Value$286.4K (-$28.5K)
Filed 2026-10-19
KRS Capital Management, LLC
DECREASED
Shares1,971 from 1,999
Change-28 (-1%)
Value$286.4K (-$6.8K)
Filed 2026-10-16
Legacy Financial Strategies, LLC
INCREASED
Shares1,969 from 1,875
Change+94 (+5%)
Value$286.1K (+$11.1K)
Filed 2026-10-15
C2c Wealth Management, LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$285.8K (-$2.7K)
Filed 2026-10-20
Park Capital Management, LLC / WI
INCREASED
Shares1,965 from 1,780
Change+185 (+10%)
Value$285.5K (+$24.5K)
Filed 2026-10-13
Lionshead Wealth Management, LLC
INCREASED
Shares1,962 from 1,947
Change+15 (+1%)
Value$285.0K (-$469)
Filed 2026-10-21
Family Investment Center, Inc.
DECREASED
Shares1,958 from 2,010
Change-52 (-3%)
Value$284.5K (-$10.3K)
Filed 2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED
Shares1,957 from 2,017
Change-60 (-3%)
Value$284.3K (-$11.5K)
Filed 2026-10-19
Michels Family Financial, LLC
INCREASED
Shares1,949 from 1,845
Change+104 (+6%)
Value$283.2K (+$12.6K)
Filed 2026-11-02
HT Partners LLC
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$283.0K (-$2.7K)
Filed 2026-10-20
Worth Asset Management, LLC
INCREASED
Shares1,947 from 1,405
Change+542 (+39%)
Value$282.9K (+$76.9K)
Filed 2026-10-07
Hardin Capital Partners, LLC
INCREASED
Shares1,942 from 1,808
Change+134 (+7%)
Value$282.1K (+$16.8K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
DECREASED
Shares1,938 from 1,982
Change-44 (-2%)
Value$281.5K (-$9.2K)
Filed 2026-10-20
Yoder Wealth Management, Inc.
INCREASED
Shares1,938 from 1,923
Change+15 (+1%)
Value$281.6K (-$436)
Filed 2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED
Shares1,937 from 2,054
Change-117 (-6%)
Value$281.4K (-$19.8K)
Filed 2026-10-27
Atlas Private Wealth Advisors
DECREASED
Shares1,930 from 2,004
Change-74 (-4%)
Value$280.5K (-$13.4K)
Filed 2026-10-23
Eagle Wealth Strategies LLC
DECREASED
Shares1,924 from 1,972
Change-48 (-2%)
Value$279.5K (-$9.7K)
Filed 2026-10-20
Chiron Capital Management, LLC
INCREASED
Shares1,921 from 1,910
Change+11 (+1%)
Value$279.1K (-$999)
Filed 2026-10-15
HRC Wealth Management, LLC
NEW
Shares1,916
Change+1,916
Value$278.4K
Filed 2026-10-16
RCS Financial Planning, LLC
DECREASED
Shares1,912 from 1,977
Change-65 (-3%)
Value$277.8K (-$12.1K)
Filed 2026-10-14
Garner Asset Management Corp
INCREASED
Shares1,912 from 1,903
Change+9 (+0%)
Value$305.7K (+$26.7K)
Filed 2026-10-30
Dahring | Cusmano LLC
NEW
Shares1,911
Change+1,911
Value$277.7K
Filed 2026-11-03
McElhenny Sheffield Capital Management, LLC
NEW
Shares1,910
Change+1,910
Value$277.5K
Filed 2026-11-06
Centerline Wealth Advisors, LLC
INCREASED
Shares1,908 from 1,907
Change+1 (+0%)
Value$277.2K (-$2.5K)
Filed 2026-10-15
Colonial River Investments, LLC
DECREASED
Shares1,906 from 2,319
Change-413 (-18%)
Value$276.9K (-$63.2K)
Filed 2026-10-19
TSA Wealth Managment LLC
INCREASED
Shares1,905 from 1,617
Change+288 (+18%)
Value$276.8K (+$39.6K)
Filed 2026-10-22
Main Street Group, LTD
DECREASED
Shares1,903 from 2,064
Change-161 (-8%)
Value$276.5K (-$26.1K)
Filed 2026-10-28
Five Oceans Advisors
DECREASED
Shares1,892 from 2,107
Change-215 (-10%)
Value$274.9K (-$34.1K)
Filed 2026-10-22
Pachira Investments Inc.
INCREASED
Shares1,886 from 1,876
Change+10 (+1%)
Value$274.1K (-$1.1K)
Filed 2026-10-14
Berkshire Money Management, Inc.
NEW
Shares1,880
Change+1,880
Value$273.1K
Filed 2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$273.1K (-$2.6K)
Filed 2026-11-06
jvl associates llc
INCREASED
Shares1,878 from 1,836
Change+42 (+2%)
Value$272.8K (+$3.6K)
Filed 2026-10-09
Oxler Private Wealth LLC
INCREASED
Shares1,876 from 1,863
Change+13 (+1%)
Value$272.6K (-$681)
Filed 2026-10-21
Scissortail Wealth Management, LLC
INCREASED
Shares1,875 from 1,508
Change+367 (+24%)
Value$272.4K (+$51.3K)
Filed 2026-11-03
Bridgewealth Advisory Group, LLC
UNCHANGED
Shares1,873 from 1,873
Change0 (0%)
Value$272.1K (-$2.5K)
Filed 2026-11-09
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares1,870 from 6,345
Change-4,475 (-71%)
Value$271.7K (-$658.8K)
Filed 2026-10-15
Verus Financial Partners, Inc.
INCREASED
Shares1,870 from 1,799
Change+71 (+4%)
Value$271.7K (+$7.9K)
Filed 2026-10-29
Northbridge Financial Group, LLC
DECREASED
Shares1,866 from 1,911
Change-45 (-2%)
Value$276.9K (-$3.3K)
Filed 2026-11-05
Adamsbrown Wealth Consultants LLC
DECREASED
Shares1,864 from 1,903
Change-39 (-2%)
Value$270.8K (-$8.3K)
Filed 2026-10-20
Meridian Wealth Partners, LLC
DECREASED
Shares1,858 from 1,973
Change-115 (-6%)
Value$269.9K (-$19.4K)
Filed 2026-11-09
Mezzasalma Advisors, LLC
INCREASED
Shares1,855 from 1,841
Change+14 (+1%)
Value$269.5K (-$470)
Filed 2026-10-14
Taylor Securities Services, Inc.
INCREASED
Shares1,853 from 1,852
Change+1 (+0%)
Value$269.3K (-$2.3K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
INCREASED
Shares1,852 from 1,696
Change+156 (+9%)
Value$269.1K (+$20.4K)
Filed 2026-10-20
Mainsail Asset Management, LLC
NEW
Shares1,850
Change+1,850
Value$274.6K
Filed 2026-10-14
Demming Financial Services Corp
INCREASED
Shares1,850 from 1,827
Change+23 (+1%)
Value$268.6K (+$857)
Filed 2026-11-09
Kure Advisory, LLC
DECREASED
Shares1,849 from 1,871
Change-22 (-1%)
Value$268.6K (-$5.7K)
Filed 2026-10-08
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares1,833 from 2,154
Change-321 (-15%)
Value$266 (-$315.7K)
Filed 2026-11-05
WealthCare Investment Partners, LLC
INCREASED
Shares1,830 from 1,692
Change+138 (+8%)
Value$266.0K (+$17.7K)
Filed 2026-11-05
PUREfi Wealth, LLC
DECREASED
Shares1,829 from 4,650
Change-2,821 (-61%)
Value$265.7K (-$416.2K)
Filed 2026-10-19
Y.D. More Investments Ltd
DECREASED
Shares1,825 from 1,856
Change-31 (-2%)
Value$265.1K (-$7.0K)
Filed 2026-11-02
Targeted Financial Services LLC
DECREASED
Shares1,823 from 1,847
Change-24 (-1%)
Value$264.9K (-$5.8K)
Filed 2026-10-19
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$263.2K (-$2.5K)
Filed 2026-10-16
Argus Investors' Counsel, Inc.
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$262.7K (-$2.5K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED
Shares1,802 from 2,193
Change-391 (-18%)
Value$261.8K (-$59.8K)
Filed 2026-10-14
Credit Capital Investments LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$261.5K (-$2.4K)
Filed 2026-10-22
Nexus Investment Management ULC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$261.5K (-$2.4K)
Filed 2026-10-27
AUA Capital Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$261.5K (-$2.4K)
Filed 2026-10-15
Western Reserve Capital Management, LLC
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$261.2K (-$2.4K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,794 from 1,830
Change-36 (-2%)
Value$260.6K (-$7.8K)
Filed 2026-10-06
Equity Wealth Partners, LLC
INCREASED
Shares1,793 from 1,777
Change+16 (+1%)
Value$260.5K (-$36)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
NEW
Shares1,791
Change+1,791
Value$260.2K
Filed 2026-10-19
Cypress Financial Planning LLC
INCREASED
Shares1,789 from 1,759
Change+30 (+2%)
Value$259.8K (+$1.9K)
Filed 2026-10-09
Genus Capital Management Inc.
UNCHANGED
Shares1,789 from 1,789
Change0 (0%)
Value$259.9K (-$2.4K)
Filed 2026-11-04
Legacy Solutions, LLC
DECREASED
Shares1,786 from 1,928
Change-142 (-7%)
Value$259.5K (-$23.3K)
Filed 2026-10-07
Centennial Bank
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$259.5K (-$2.4K)
Filed 2026-11-09
Gradient Capital Advisors, LLC
UNCHANGED
Shares1,781 from 1,781
Change0 (0%)
Value$258.8K (-$2.4K)
Filed 2026-10-21
LJI Wealth Management, LLC
DECREASED
Shares1,780 from 2,383
Change-603 (-25%)
Value$258.5K (-$90.9K)
Filed 2026-10-28
CapWealth Advisors, LLC
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$258.0K (-$2.4K)
Filed 2026-10-05
Nolet Wealth Management, LLC
DECREASED
Shares1,773 from 2,436
Change-663 (-27%)
Value$257.5K (-$99.6K)
Filed 2026-10-15
Elevatus Welath Management
DECREASED
Shares1,771 from 2,610
Change-839 (-32%)
Value$257.4K (-$125.3K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
INCREASED
Shares1,771 from 1,720
Change+51 (+3%)
Value$257.3K (+$5.1K)
Filed 2026-10-13
Atala Financial Inc
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$257.1K (-$2.4K)
Filed 2026-10-22
Avaii Wealth Management, LLC
DECREASED
Shares1,769 from 1,777
Change-8 (0%)
Value$256.4K (-$4.1K)
Filed 2026-10-09
Gill Capital Partners, LLC
DECREASED
Shares1,768 from 1,779
Change-11 (-1%)
Value$256.9K (-$3.9K)
Filed 2026-10-13
Clarity Wealth Advisors, LLC
DECREASED
Shares1,760 from 1,881
Change-121 (-6%)
Value$255.7K (-$20.1K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
DECREASED
Shares1,759 from 2,206
Change-447 (-20%)
Value$255.5K (-$67.9K)
Filed 2026-10-15
MN Wealth Advisors, LLC
INCREASED
Shares1,753 from 1,750
Change+3 (+0%)
Value$254.7K (-$1.9K)
Filed 2026-10-23
Goldstein Advisors, LLC
NEW
Shares1,751
Change+1,751
Value$254.4K
Filed 2026-10-15
Kieckhefer Group LLC
DECREASED
Shares1,750 from 1,850
Change-100 (-5%)
Value$254.2K (-$17.0K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares1,750 from 1,698
Change+52 (+3%)
Value$254.3K (+$5.3K)
Filed 2026-10-14
Lipe & Dalton
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$254 (-$3)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,742 from 1,970
Change-228 (-12%)
Value$253.0K (-$35.9K)
Filed 2026-11-04
First Bank & Trust
DECREASED
Shares1,742 from 1,833
Change-91 (-5%)
Value$253.1K (-$15.7K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
INCREASED
Shares1,741 from 1,666
Change+75 (+5%)
Value$253.2K (+$8.6K)
Filed 2026-11-03
Warm Springs Advisors Inc.
UNCHANGED
Shares1,741 from 1,741
Change0 (0%)
Value$252.9K (-$2.4K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
DECREASED
Shares1,729 from 2,047
Change-318 (-16%)
Value$251.2K (-$48.9K)
Filed 2026-10-29
Ridgepath Capital Management LLC
DECREASED
Shares1,725 from 1,727
Change-2 (0%)
Value$250.6K (-$2.6K)
Filed 2026-10-29
GenTrust, LLC
INCREASED
Shares1,723 from 1,370
Change+353 (+26%)
Value$250.3K (+$49.4K)
Filed 2026-11-06
Howard Wealth Management, LLC
DECREASED
Shares1,722 from 1,756
Change-34 (-2%)
Value$250.2K (-$7.3K)
Filed 2026-10-28
Sound Portfolio Advisors, LLC
DECREASED
Shares1,718 from 1,796
Change-78 (-4%)
Value$249.6K (-$13.8K)
Filed 2026-11-05
RDA Financial Network
INCREASED
Shares1,717 from 1,696
Change+21 (+1%)
Value$249.4K (+$746)
Filed 2026-10-15
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$249.4K (-$2.3K)
Filed 2026-10-19
Silver Oak Advisory Group, Inc.
INCREASED
Shares1,715 from 1,679
Change+36 (+2%)
Value$249.2K (+$3.2K)
Filed 2026-11-06
Daviman Financial, LLC
DECREASED
Shares1,713 from 1,721
Change-8 (0%)
Value$248.9K (-$3.4K)
Filed 2026-11-06
Mindset Wealth Management, LLC
DECREASED
Shares1,704 from 1,754
Change-50 (-3%)
Value$247.6K (-$9.7K)
Filed 2026-10-19
Financial Harvest, LLC
DECREASED
Shares1,697 from 1,779
Change-82 (-5%)
Value$246.6K (-$14.2K)
Filed 2026-10-15
Bourne Lent Asset Management Inc
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$245.7K (-$2.3K)
Filed 2026-11-05
Shikiar Asset Management Inc
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$246 (-$247.8K)
Filed 2026-10-20
Welch Financial Planning, LLC
DECREASED
Shares1,687 from 1,734
Change-47 (-3%)
Value$245.1K (-$9.2K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
NEW
Shares1,681
Change+1,681
Value$244.3K
Filed 2026-10-20
Mayfair Advisory Group, LLC
DECREASED
Shares1,680 from 1,801
Change-121 (-7%)
Value$244.1K (-$21.4K)
Filed 2026-10-20
Sawyer & Company, Inc
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$244.1K (-$2.3K)
Filed 2026-10-21
Terra Nova Asset Management LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$244.1K (-$2.3K)
Filed 2026-10-13
MY Wealth Management Inc.
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$243.8K (-$2.3K)
Filed 2026-10-21
Elite Life Management LLC
INCREASED
Shares1,675 from 1,598
Change+77 (+5%)
Value$279.9K (+$45.3K)
Filed 2026-11-06
Oliver Luxxe Assets LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$242.9K (-$2.3K)
Filed 2026-10-14
Sierra Ocean, LLC
DECREASED
Shares1,669 from 1,753
Change-84 (-5%)
Value$242.4K (-$14.6K)
Filed 2026-11-03
Team Financial Group, LLC
INCREASED
Shares1,669 from 1,656
Change+13 (+1%)
Value$242.5K (-$422)
Filed 2026-10-30
Acorn Creek Capital LLC
DECREASED
Shares1,667 from 1,776
Change-109 (-6%)
Value$242.1K (-$18.3K)
Filed 2026-11-05
JIM Saulnier & Associates, LLC
INCREASED
Shares1,664 from 1,651
Change+13 (+1%)
Value$241.7K (-$472)
Filed 2026-11-04
Voisard Asset Management Group, Inc.
INCREASED
Shares1,659 from 1,552
Change+107 (+7%)
Value$241.0K (+$13.4K)
Filed 2026-10-13
RPS Advisory Solutions LLC
DECREASED
Shares1,657 from 1,659
Change-2 (0%)
Value$240.7K (-$2.5K)
Filed 2026-11-09
Antonelli Financial Advisors, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$240.0K (-$2.0K)
Filed 2026-10-13
RW Investment Management LLC
INCREASED
Shares1,646 from 1,376
Change+270 (+20%)
Value$239.2K (+$37.4K)
Filed 2026-11-03
RBA Wealth Management, LLC
DECREASED
Shares1,644 from 32,674
Change-31,030 (-95%)
Value$238.8K (-$4.6M)
Filed 2026-10-28
Precedent Wealth Partners, LLC
DECREASED
Shares1,643 from 2,965
Change-1,322 (-45%)
Value$238.7K (-$196.1K)
Filed 2026-10-21
Accelerate Investment Advisors LLC
INCREASED
Shares1,641 from 1,585
Change+56 (+4%)
Value$238.4K (+$6.0K)
Filed 2026-11-02
PVG Asset Management Corp
DECREASED
Shares1,634 from 1,635
Change-1 (0%)
Value$237.4K (-$2.4K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares1,631 from 2,043
Change-412 (-20%)
Value$237.0K (-$62.6K)
Filed 2026-10-26
Family Capital Management, Inc.
INCREASED
Shares1,631 from 1,496
Change+135 (+9%)
Value$237.0K (+$17.5K)
Filed 2026-11-03
Emprise Bank
DECREASED
Shares1,628 from 1,738
Change-110 (-6%)
Value$236.5K (-$18.3K)
Filed 2026-10-07
Ariston Services Group
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$236.5K (-$2.2K)
Filed 2026-10-16
Lexington Hill Partners, LLC
NEW
Shares1,623
Change+1,623
Value$235.8K
Filed 2026-10-13
Formulate Financial LLC
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$235.8K (-$2.2K)
Filed 2026-11-09
Matisse Capital
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$235.5K (-$2.2K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$235.4K (-$2.2K)
Filed 2026-10-20
Traub Capital Management LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$234.8K (-$2.2K)
Filed 2026-11-09
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,615 from 1,721
Change-106 (-6%)
Value$234.6K (-$17.8K)
Filed 2026-10-09
RS Crum Inc.
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$233.9K (-$2.2K)
Filed 2026-10-19
Holos Integrated Wealth LLC
INCREASED
Shares1,607 from 1,478
Change+129 (+9%)
Value$253.4K (+$27.6K)
Filed 2026-10-23
Family Wealth Partners, LLC
INCREASED
Shares1,604 from 1,532
Change+72 (+5%)
Value$233.1K (+$8.4K)
Filed 2026-10-20
Alpha Financial Advisors, LLC
INCREASED
Shares1,603 from 1,594
Change+9 (+1%)
Value$232.8K (-$860)
Filed 2026-11-09
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares1,601 from 1,594
Change+7 (+0%)
Value$232.6K (-$1.1K)
Filed 2026-10-09
Tandem Capital Management Corp
DECREASED
Shares1,600 from 1,700
Change-100 (-6%)
Value$232.4K (-$16.8K)
Filed 2026-10-22
Brooktree Capital Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$232.4K (-$2.2K)
Filed 2026-11-09
Archvest Wealth Advisors, Inc.
NEW
Shares1,599
Change+1,599
Value$232.3K
Filed 2026-10-29
Values Added Financial LLC
DECREASED
Shares1,599 from 1,613
Change-14 (-1%)
Value$232.3K (-$4.2K)
Filed 2026-10-28
Form Wealth Advisors, LLC
INCREASED
Shares1,593 from 1,592
Change+1 (+0%)
Value$231.4K (-$2.1K)
Filed 2026-10-13
Virtue Asset Management LLC
DECREASED
Shares1,591 from 1,602
Change-11 (-1%)
Value$231.1K (-$3.8K)
Filed 2026-10-21
Able Wealth Management LLC
DECREASED
Shares1,588 from 1,596
Change-8 (0%)
Value$231.8K (+$10.4K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$232.9K ($0)
Filed 2026-11-05
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$230.3K (-$2.2K)
Filed 2026-10-19
Seizert Capital Partners, LLC
INCREASED
Shares1,584 from 1,500
Change+84 (+6%)
Value$230.1K (+$10.2K)
Filed 2026-10-30
Tull Financial Group, Inc.
INCREASED
Shares1,584 from 1,580
Change+4 (+0%)
Value$230.2K (-$1.6K)
Filed 2026-11-05
SRH Advisors, LLC
DECREASED
Shares1,583 from 1,678
Change-95 (-6%)
Value$229.9K (-$16.1K)
Filed 2026-10-22
Cypress Capital Management LLC (WY)
UNCHANGED
Shares1,583 from 1,583
Change0 (0%)
Value$230.0K (-$2.2K)
Filed 2026-11-09
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$229.1K (-$2.1K)
Filed 2026-10-21
Discipline Wealth Solutions, LLC
DECREASED
Shares1,573 from 1,590
Change-17 (-1%)
Value$228.5K (-$4.6K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
INCREASED
Shares1,572 from 1,518
Change+54 (+4%)
Value$228.4K (+$5.7K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,570 from 4,143
Change-2,573 (-62%)
Value$229.1K (-$378.4K)
Filed 2026-10-09
First Financial Group Corp
DECREASED
Shares1,566 from 1,573
Change-7 (0%)
Value$227.6K (-$3.1K)
Filed 2026-10-22
Sugar Maple Asset Management, LLC
DECREASED
Shares1,564 from 1,566
Change-2 (0%)
Value$227.2K (-$2.4K)
Filed 2026-10-13
Smart Wealth LLC
INCREASED
Shares1,561 from 1,423
Change+138 (+10%)
Value$226.8K (+$18.2K)
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares1,557 from 1,537
Change+20 (+1%)
Value$226.2K (+$815)
Filed 2026-10-16
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares1,549 from 1,635
Change-86 (-5%)
Value$225.0K (-$14.7K)
Filed 2026-11-03
North Berkeley Wealth Management, LLC
DECREASED
Shares1,548 from 1,948
Change-400 (-21%)
Value$224.9K (-$60.8K)
Filed 2026-11-02
Integrated Wealth Management
INCREASED
Shares1,548 from 1,519
Change+29 (+2%)
Value$224.9K (+$2.2K)
Filed 2026-10-19
Diversified Portfolios, Inc.
NEW
Shares1,547
Change+1,547
Value$224.7K
Filed 2026-11-04
Advisory Resource Group
DECREASED
Shares1,543 from 1,742
Change-199 (-11%)
Value$224.1K (-$31.3K)
Filed 2026-10-26
Aurora Private Wealth, Inc.
DECREASED
Shares1,542 from 3,965
Change-2,423 (-61%)
Value$224 (-$580.8K)
Filed 2026-10-20
Focused Alpha, LLC
NEW
Shares1,541
Change+1,541
Value$223.9K
Filed 2026-10-20
Phillips Financial Management, LLC
INCREASED
Shares1,539 from 1,501
Change+38 (+3%)
Value$223.6K (+$3.5K)
Filed 2026-10-19
Sovereign Investment Advisors, LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$222.7K (-$2.1K)
Filed 2026-11-09
Motive Wealth Advisors
NEW
Shares1,532
Change+1,532
Value$222.6K
Filed 2026-10-26
Hoya Capital Real Estate, LLC
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$222.6K (-$2.1K)
Filed 2026-11-09
Roof Eidam Maycock Peralta, LLC
NEW
Shares1,530
Change+1,530
Value$222.3K
Filed 2026-10-15
Legacy Financial Group, Inc.
INCREASED
Shares1,529 from 1,483
Change+46 (+3%)
Value$222.1K (+$4.7K)
Filed 2026-10-21
Womack Financial LLC
DECREASED
Shares1,525 from 1,601
Change-76 (-5%)
Value$221.6K (-$13.2K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares1,522 from 1,672
Change-150 (-9%)
Value$221.1K (-$24.0K)
Filed 2026-10-19
Tilson Financial Group, Inc.
DECREASED
Shares1,512 from 1,520
Change-8 (-1%)
Value$219.6K (-$3.3K)
Filed 2026-11-09
Rise Advisors, LLC
DECREASED
Shares1,510 from 2,509
Change-999 (-40%)
Value$219.4K (-$148.5K)
Filed 2026-10-16
Unify Financial Advisors
INCREASED
Shares1,510 from 1,506
Change+4 (+0%)
Value$219.4K (-$1.4K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
DECREASED
Shares1,509 from 1,551
Change-42 (-3%)
Value$219.3K (-$8.1K)
Filed 2026-10-28
Lighthouse Financial LLC
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$218.8K (-$2.0K)
Filed 2026-10-23
Avondale Wealth Management
NEW
Shares1,500
Change+1,500
Value$217.9K
Filed 2026-10-15
Jeter Robert S II
NEW
Shares1,497
Change+1,497
Value$229.1K
Filed 2026-10-16
Nova R Wealth, Inc.
INCREASED
Shares1,497 from 1,431
Change+66 (+5%)
Value$217.5K (+$7.6K)
Filed 2026-10-26
Martel Wealth Advisors LLC
DECREASED
Shares1,495 from 4,718
Change-3,223 (-68%)
Value$217.2K (-$474.7K)
Filed 2026-10-14
AJ Advisors, LLC
DECREASED
Shares1,490 from 1,586
Change-96 (-6%)
Value$216.5K (-$16.0K)
Filed 2026-10-29
Human Investing LLC
NEW
Shares1,487
Change+1,487
Value$216.0K
Filed 2026-10-19
Meritas Wealth Management, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$216.0K (-$2.0K)
Filed 2026-10-14
Rainier Family Wealth Inc
INCREASED
Shares1,485 from 1,384
Change+101 (+7%)
Value$215.7K (+$12.8K)
Filed 2026-11-02
Tamar Securities, LLC
INCREASED
Shares1,483 from 1,472
Change+11 (+1%)
Value$215.5K (-$395)
Filed 2026-11-03
August Group Capital Ltd
INCREASED
Shares1,475 from 1,379
Change+96 (+7%)
Value$214.3K (+$12.1K)
Filed 2026-10-14
Hardy Reed LLC
INCREASED
Shares1,471 from 1,413
Change+58 (+4%)
Value$213.7K (+$6.5K)
Filed 2026-11-06
DeLarme Wealth Management, Inc.
NEW
Shares1,469
Change+1,469
Value$213.4K
Filed 2026-10-30
Veracity Capital LLC
DECREASED
Shares1,469 from 1,868
Change-399 (-21%)
Value$213.4K (-$60.6K)
Filed 2026-10-08
Robinswood Financial LLC
DECREASED
Shares1,469 from 1,508
Change-39 (-3%)
Value$231.7K (+$10.5K)
Filed 2026-10-20
Mount Vernon Associates Inc
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$213 (-$214.8K)
Filed 2026-10-26
Ceera Investments, LLC
INCREASED
Shares1,461 from 1,450
Change+11 (+1%)
Value$212.3K (-$374)
Filed 2026-11-02
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$212.1K (-$2.0K)
Filed 2026-10-23
Atlatl Advisers LLC
DECREASED
Shares1,454 from 1,554
Change-100 (-6%)
Value$211.2K (-$16.6K)
Filed 2026-10-22
MBE Wealth Management, LLC
INCREASED
Shares1,449 from 1,448
Change+1 (+0%)
Value$210.5K (-$1.8K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares1,448 from 1,885
Change-437 (-23%)
Value$210.3K (-$66.2K)
Filed 2026-10-16
Montz Harcus Wealth Management LLC
DECREASED
Shares1,448 from 1,474
Change-26 (-2%)
Value$210.4K (-$5.7K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$210.4K (-$2.0K)
Filed 2026-10-26
Client 1ST Advisory Group, LLC
NEW
Shares1,446
Change+1,446
Value$210.1K
Filed 2026-10-19
Seed Wealth Management, Inc.
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$210.1K (-$2.0K)
Filed 2026-10-20
Gallagher Capital Advisors, LLC
INCREASED
Shares1,445 from 1,434
Change+11 (+1%)
Value$209.9K (-$365)
Filed 2026-10-09
CLG LLC
INCREASED
Shares1,440 from 1,433
Change+7 (+0%)
Value$209.3K (-$863)
Filed 2026-10-13
WealthTrust Asset Management, LLC
DECREASED
Shares1,439 from 1,591
Change-152 (-10%)
Value$209.1K (-$24.1K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
INCREASED
Shares1,439 from 1,434
Change+5 (+0%)
Value$209.1K (-$1.2K)
Filed 2026-10-09
Vilga Financial Planning LLC
NEW
Shares1,437
Change+1,437
Value$208.8K
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,435 from 1,432
Change+3 (+0%)
Value$208.0K (-$1.9K)
Filed 2026-11-02
Contravisory Investment Management, Inc.
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$208.2K (-$1.9K)
Filed 2026-10-13
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$207.9K (-$1.9K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$208.0K (-$1.9K)
Filed 2026-11-02
Mid-American Wealth Advisory Group, Inc.
NEW
Shares1,426
Change+1,426
Value$207.1K
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
NEW
Shares1,425
Change+1,425
Value$207.0K
Filed 2026-10-28
Fishman JAY A LTD
DECREASED
Shares1,425 from 1,675
Change-250 (-15%)
Value$207.0K (-$38.6K)
Filed 2026-10-26
Myecfo, LLC
DECREASED
Shares1,420 from 1,473
Change-53 (-4%)
Value$206.4K (-$9.7K)
Filed 2026-10-14
SL Advisors, LLC
DECREASED
Shares1,419 from 1,509
Change-90 (-6%)
Value$206.2K (-$15.1K)
Filed 2026-10-13
Variant Private Wealth, LLC
DECREASED
Shares1,419 from 1,422
Change-3 (0%)
Value$206.1K (-$2.4K)
Filed 2026-10-21
Selective Wealth Management, Inc.
NEW
Shares1,418
Change+1,418
Value$222.7K
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares1,416 from 3,344
Change-1,928 (-58%)
Value$205.8K (-$284.6K)
Filed 2026-10-21
Stevens Capital Partners
NEW
Shares1,415
Change+1,415
Value$205.6K
Filed 2026-10-29
Redwood Financial Network Corp
INCREASED
Shares1,415 from 1,412
Change+3 (+0%)
Value$205.6K (-$1.5K)
Filed 2026-11-03
Avalon Capital Management
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$205.1K (-$1.9K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
DECREASED
Shares1,411 from 1,493
Change-82 (-5%)
Value$205.0K (-$13.9K)
Filed 2026-10-15
TKG Advisors, LLC
INCREASED
Shares1,411 from 1,401
Change+10 (+1%)
Value$204.9K (-$455)
Filed 2026-11-02
Beacon Financial Planning, Inc
INCREASED
Shares1,410 from 1,406
Change+4 (+0%)
Value$204.8K (-$1.3K)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
DECREASED
Shares1,407 from 1,957
Change-550 (-28%)
Value$204.4K (-$82.7K)
Filed 2026-11-05
Luts & Greenleigh Group, Inc.
DECREASED
Shares1,406 from 1,489
Change-83 (-6%)
Value$204.2K (-$14.2K)
Filed 2026-11-05
Elevated Financial Group LLC
DECREASED
Shares1,403 from 4,048
Change-2,645 (-65%)
Value$203.8K (-$389.8K)
Filed 2026-10-16
Progressive Investment Management Corp
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$203.5K (-$1.9K)
Filed 2026-10-26
Mitchell Capital Management Co
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$203.4K (-$1.9K)
Filed 2026-10-29
Ferguson Shapiro LLC
DECREASED
Shares1,397 from 1,427
Change-30 (-2%)
Value$202.9K (-$6.3K)
Filed 2026-10-16
Fairscale Capital, LLC
INCREASED
Shares1,397 from 1,384
Change+13 (+1%)
Value$225.7K (+$22.8K)
Filed 2026-11-04
Perennial Advisors, LLC
INCREASED
Shares1,396 from 1,383
Change+13 (+1%)
Value$202.8K (+$19)
Filed 2026-10-13
Macco Financial Group, Inc.
NEW
Shares1,395
Change+1,395
Value$202.7K
Filed 2026-11-05
Northland Securities, Inc.
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$202.4K (-$1.9K)
Filed 2026-11-02
Avise Financial Cooperative, Inc.
DECREASED
Shares1,391 from 1,396
Change-5 (0%)
Value$202.1K (-$2.6K)
Filed 2026-11-09
Cornerstone Wealth, LLC
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$223.8K (+$18.0K)
Filed 2026-10-28
Mainstay Capital Management LLC
UNCHANGED
Shares1,388 from 1,388
Change0 (0%)
Value$201.6K (-$1.9K)
Filed 2026-11-09
Founders Capital Management
DECREASED
Shares1,387 from 1,707
Change-320 (-19%)
Value$201.5K (-$48.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,385 from 7,009
Change-5,624 (-80%)
Value$201.2K (-$826.8K)
Filed 2026-10-14
Good Steward Wealth Advisors,LLC
DECREASED
Shares1,383 from 1,609
Change-226 (-14%)
Value$200.9K (-$35.0K)
Filed 2026-11-06
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares1,380 from 2,158
Change-778 (-36%)
Value$200.5K (-$116.0K)
Filed 2026-10-07
Jm2 Capital Inc.
DECREASED
Shares1,378 from 1,494
Change-116 (-8%)
Value$200.1K (-$19.0K)
Filed 2026-10-14
Kozak & Associates, Inc.
DECREASED
Shares1,346 from 2,133
Change-787 (-37%)
Value$213.1K (-$101.5K)
Filed 2026-10-29
Financial Perspectives, Inc
INCREASED
Shares1,325 from 1,086
Change+239 (+22%)
Value$192.5K (+$33.3K)
Filed 2026-11-03
Warburton Capital Management, LLC
NEW
Shares1,278
Change+1,278
Value$207.1K
Filed 2026-11-06
River's Edge Wealth Management, LLC
NEW
Shares1,276
Change+1,276
Value$203.3K
Filed 2026-10-19
Beacon Financial Strategies Corp
DECREASED
Shares1,269 from 1,528
Change-259 (-17%)
Value$184.3K (-$39.7K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$184.4K (-$1.7K)
Filed 2026-10-16
Picton Mahoney Asset Management
DECREASED
Shares1,264 from 95,432
Change-94,168 (-99%)
Value$183.6K (-$13.8M)
Filed 2026-11-09
PlanVest Financial, Inc
DECREASED
Shares1,251 from 1,355
Change-104 (-8%)
Value$181.8K (-$16.9K)
Filed 2026-11-09
Mascoma Wealth Management LLC
DECREASED
Shares1,227 from 1,233
Change-6 (0%)
Value$178.3K (-$2.5K)
Filed 2026-10-23
Canton Hathaway, LLC
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$177.4K (-$1.7K)
Filed 2026-10-23
High Point Wealth Management, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$177.2K (-$1.7K)
Filed 2026-11-05
Hughes Financial Services, LLC
DECREASED
Shares1,218 from 1,287
Change-69 (-5%)
Value$195.6K (+$6.9K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
INCREASED
Shares1,217 from 1,165
Change+52 (+4%)
Value$176.8K (+$6.0K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares1,216 from 1,212
Change+4 (+0%)
Value$175.1K (-$3.6K)
Filed 2026-10-09
Darwin Wealth Management, LLC
INCREASED
Shares1,211 from 1,136
Change+75 (+7%)
Value$175.9K (+$9.3K)
Filed 2026-11-09
Madden Securities Corp
NEW
Shares1,200
Change+1,200
Value$174.3K
Filed 2026-10-27
Philadelphia Investment Partners, LLC
DECREASED
Shares1,181 from 2,188
Change-1,007 (-46%)
Value$171.5K (-$149.5K)
Filed 2026-11-09
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$171 (-$2)
Filed 2026-10-13
Vision Financial Markets LLC
INCREASED
Shares1,168 from 1,166
Change+2 (+0%)
Value$169.1K (-$2.2K)
Filed 2026-10-22
Granite FO LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$169.4K (-$1.6K)
Filed 2026-10-14
Entrust Financial LLC
INCREASED
Shares1,163 from 1,159
Change+4 (+0%)
Value$168.9K (-$1.1K)
Filed 2026-11-04
CKW Financial Group
INCREASED
Shares1,158 from 1,116
Change+42 (+4%)
Value$167 (-$164.8K)
Filed 2026-10-29
Arlington Trust Co LLC
INCREASED
Shares1,157 from 1,016
Change+141 (+14%)
Value$168.1K (+$19.1K)
Filed 2026-10-20
Rothwell Investment Advisors, LLC
NEW
Shares1,149
Change+1,149
Value$166.9K
Filed 2026-11-06
Ninety One North America, Inc.
DECREASED
Shares1,149 from 6,771
Change-5,622 (-83%)
Value$166.9K (-$826.0K)
Filed 2026-10-15
AXS Investments LLC
DECREASED
Shares1,146 from 1,520
Change-374 (-25%)
Value$166.5K (-$56.4K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares1,135 from 1,117
Change+18 (+2%)
Value$165.0K (+$1.1K)
Filed 2026-10-28
Burkett Financial Services, LLC
INCREASED
Shares1,124 from 1,115
Change+9 (+1%)
Value$163.3K (-$284)
Filed 2026-10-01
GK Wealth Management LLC
NEW
Shares1,118
Change+1,118
Value$162.4K
Filed 2026-10-09
MilWealth Group LLC
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$162.1K (-$1.5K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares1,097
Change+1,097
Value$159.4K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,088 from 1,118
Change-30 (-3%)
Value$158.1K (-$5.9K)
Filed 2026-10-23
PFS Partners, LLC
INCREASED
Shares1,082 from 945
Change+137 (+15%)
Value$157.2K (+$18.7K)
Filed 2026-10-21
Creative Capital Management Investments LLC
INCREASED
Shares1,077 from 1,047
Change+30 (+3%)
Value$156.5K (+$2.9K)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares1,066
Change+1,066
Value$154.9K
Filed 2026-10-19
Family Capital Trust Co
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$153.7K (-$1.4K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,035 from 819
Change+216 (+26%)
Value$150.4K (+$30.3K)
Filed 2026-10-15
Blume Capital Management, Inc.
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$150.1K (-$1.4K)
Filed 2026-10-26
Avion Wealth
INCREASED
Shares1,010 from 919
Change+91 (+10%)
Value$146 (-$133.9K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares1,003 from 1,324
Change-321 (-24%)
Value$145.7K (-$48.4K)
Filed 2026-10-28
Addison Advisors LLC
INCREASED
Shares973 from 967
Change+6 (+1%)
Value$141.4K (-$443)
Filed 2026-11-06
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$139.8K (-$1.3K)
Filed 2026-11-09
Hager Investment Management Services, LLC
INCREASED
Shares953 from 951
Change+2 (+0%)
Value$138.5K (-$1.0K)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares931 from 857
Change+74 (+9%)
Value$135.3K (+$9.6K)
Filed 2026-11-02
Fairway Wealth LLC
INCREASED
Shares929 from 94
Change+835 (+888%)
Value$135.0K (+$121.2K)
Filed 2026-10-30
J. R. Prunier Capital Management LLC
DECREASED
Shares924 from 936
Change-12 (-1%)
Value$134.3K (-$2.9K)
Filed 2026-11-09
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$134.2K (-$1.3K)
Filed 2026-10-14
Affinity Wealth LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$148.1K (+$13.2K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares916 from 835
Change+81 (+10%)
Value$133.1K (+$10.7K)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares914 from 831
Change+83 (+10%)
Value$132.8K (+$10.9K)
Filed 2026-10-27
Newton One Investments LLC
DECREASED
Shares908 from 1,026
Change-118 (-11%)
Value$131.9K (-$18.6K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares904 from 852
Change+52 (+6%)
Value$131.3K (+$6.3K)
Filed 2026-10-28
Hoese & Co LLP
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$128.0K (-$1.2K)
Filed 2026-10-21
Harbor Asset Planning, Inc.
INCREASED
Shares861 from 859
Change+2 (+0%)
Value$125.0K (-$903)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$123.7K (-$979)
Filed 2026-11-05
Sfam, LLC
DECREASED
Shares842 from 887
Change-45 (-5%)
Value$122.4K (-$7.7K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares824 from 727
Change+97 (+13%)
Value$119.7K (+$13.1K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares811 from 811
Change0 (0%)
Value$117.8K (-$1.1K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$117.7K (-$1.1K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$117.4K (-$1.1K)
Filed 2026-10-23
Centerpoint Advisors, LLC
DECREASED
Shares784 from 2,563
Change-1,779 (-69%)
Value$114 (-$375.9K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
INCREASED
Shares768 from 739
Change+29 (+4%)
Value$111.6K (+$3.3K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED
Shares757 from 778
Change-21 (-3%)
Value$110.0K (-$4.1K)
Filed 2026-11-03
Advantage Trust Co
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$108.8K (-$1.0K)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
DECREASED
Shares747 from 750
Change-3 (0%)
Value$108.5K (-$1.5K)
Filed 2026-10-16
Tower View Wealth Management LLC
DECREASED
Shares744 from 946
Change-202 (-21%)
Value$108.1K (-$30.6K)
Filed 2026-10-23
Essential Investment Partners LLC
INCREASED
Shares730 from 728
Change+2 (+0%)
Value$106.1K (-$700)
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares707 from 977
Change-270 (-28%)
Value$102.7K (-$40.6K)
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$100.1K (-$937)
Filed 2026-10-08
WPG Advisers, LLC
DECREASED
Shares682 from 683
Change-1 (0%)
Value$99.1K (-$1.1K)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares679 from 563
Change+116 (+21%)
Value$98.6K (+$16.1K)
Filed 2026-10-02
Peck Wealth Management, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$96.8K (-$906)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares662 from 496
Change+166 (+33%)
Value$96.2K (+$23.4K)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares626
Change+626
Value$90.9K
Filed 2026-10-30
SBK Financial, Inc.
DECREASED
Shares613 from 713
Change-100 (-14%)
Value$89.1K (-$15.5K)
Filed 2026-11-02
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$87 (-$87.9K)
Filed 2026-11-09
Zeit Capital LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$87.2K (-$816)
Filed 2026-10-19
State of Wyoming
NEW
Shares599
Change+599
Value$87.0K
Filed 2026-10-28
3 Factor Indexing, LLC
INCREASED
Shares595 from 592
Change+3 (+1%)
Value$86.4K (-$369)
Filed 2026-10-15
Gold Investment Management Ltd.
DECREASED
Shares581 from 918
Change-337 (-37%)
Value$84.4K (-$50.2K)
Filed 2026-10-19
Payden & Rygel
DECREASED
Shares580 from 56,700
Change-56,120 (-99%)
Value$84 (-$8.3M)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares577 from 162
Change+415 (+256%)
Value$83.8K (+$60.1K)
Filed 2026-10-15
CGC Financial Services, LLC
DECREASED
Shares571 from 631
Change-60 (-10%)
Value$83.0K (-$9.6K)
Filed 2026-10-13
Investors Research Corp
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$82.2K (-$769)
Filed 2026-10-07
Paladin Advisory Group, LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$81.2K (-$760)
Filed 2026-11-09
Miller Wealth Advisors, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$79.9K (-$748)
Filed 2026-11-02
Birch Capital Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$79.9K (-$748)
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
INCREASED
Shares547 from 46
Change+501 (+1089%)
Value$90.9K (+$69.6K)
Filed 2026-10-19
Retirement Wealth Solutions LLC
INCREASED
Shares535 from 483
Change+52 (+11%)
Value$77.7K (+$6.9K)
Filed 2026-10-07
Lynch Investment Planning, LLC
NEW
Shares527
Change+527
Value$76.6K
Filed 2026-10-27
Phillip James Consulting Co.
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$76.0K (-$712)
Filed 2026-11-03
Marquette Asset Management, LLC
INCREASED
Shares521 from 392
Change+129 (+33%)
Value$75.7K (+$18.2K)
Filed 2026-10-09
POM Investment Strategies, LLC
DECREASED
Shares514 from 523
Change-9 (-2%)
Value$74.7K (-$2.0K)
Filed 2026-10-20
Luken Investment Analytics, LLC
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$73.7K (-$689)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares498 from 502
Change-4 (-1%)
Value$72 (-$73.9K)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares496 from 242
Change+254 (+105%)
Value$71.4K (+$35.7K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares474 from 376
Change+98 (+26%)
Value$68.8K (+$13.7K)
Filed 2026-11-04
Keystone Financial Group, Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$68.9K (-$644)
Filed 2026-10-13
Highland Investment Advisors LLC
DECREASED
Shares473 from 560
Change-87 (-16%)
Value$68.8K (-$13.3K)
Filed 2026-11-09
Valued Wealth Advisors LLC
DECREASED
Shares448 from 467
Change-19 (-4%)
Value$65.1K (-$3.4K)
Filed 2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares428 from 441
Change-13 (-3%)
Value$62.2K (-$2.5K)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$60.8K (-$530)
Filed 2026-10-28
Dogwood Wealth Management LLC
DECREASED
Shares418 from 596
Change-178 (-30%)
Value$60.8K (-$26.7K)
Filed 2026-11-09
Navigoe, LLC
DECREASED
Shares418 from 419
Change-1 (0%)
Value$60 (-$60.9K)
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$59.1K (-$553)
Filed 2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$59.0K (-$552)
Filed 2026-10-09
Sima Wealth Partners, LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$58.5K (-$548)
Filed 2026-10-19
Cheviot Value Management, LLC
INCREASED
Shares401 from 327
Change+74 (+23%)
Value$58.3K (+$10.4K)
Filed 2026-11-09
Access Investment Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$58.1K (-$544)
Filed 2026-10-23
RMG Wealth Management LLC
INCREASED
Shares393 from 370
Change+23 (+6%)
Value$65.3K (+$12.0K)
Filed 2026-10-26
Clark Wealth Partners
INCREASED
Shares387 from 321
Change+66 (+21%)
Value$56.2K (+$9.1K)
Filed 2026-10-19
Breakwater Investment Management
INCREASED
Shares384 from 370
Change+14 (+4%)
Value$55.8K (+$1.5K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares383
Change+383
Value$55.7K
Filed 2026-10-29
Financially Speaking Inc
INCREASED
Shares366 from 364
Change+2 (+1%)
Value$53.2K (+$558)
Filed 2026-11-05
William B. Walkup & Associates, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$51.1K (-$478)
Filed 2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$50.6K (-$474)
Filed 2026-11-04
Downshift Financial, LLC
DECREASED
Shares334 from 350
Change-16 (-5%)
Value$48.6K (-$2.8K)
Filed 2026-10-13
Monetary Solutions, Ltd
INCREASED
Shares329 from 326
Change+3 (+1%)
Value$47.8K (-$8)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$47.8K (-$448)
Filed 2026-11-03
Tidemark, LLC
INCREASED
Shares319 from 209
Change+110 (+53%)
Value$46.3K (+$15.7K)
Filed 2026-11-09
Pacifica Partners Inc.
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$45.6K (-$2.4K)
Filed 2026-10-09
Miller Global Investments, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$45.8K (-$429)
Filed 2026-10-02
Vermillion Wealth Management, Inc.
DECREASED
Shares312 from 1,293
Change-981 (-76%)
Value$45.3K (-$144.3K)
Filed 2026-10-26
Maseco LLP
INCREASED
Shares312 from 266
Change+46 (+17%)
Value$45.3K (+$6.4K)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$45.0K (-$421)
Filed 2026-10-23
Collier Financial
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$44.5K (-$417)
Filed 2026-11-06
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$44.2K (-$915)
Filed 2026-10-01
CrossGen Wealth, LLC
INCREASED
Shares296 from 259
Change+37 (+14%)
Value$43.0K (+$5.0K)
Filed 2026-10-30
IAG Wealth Partners, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$42.6K (-$400)
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
DECREASED
Shares289 from 316
Change-27 (-9%)
Value$41.9K (-$4.4K)
Filed 2026-11-02
Reyes Financial Architecture, Inc.
DECREASED
Shares286 from 306
Change-20 (-7%)
Value$41.5K (-$3.3K)
Filed 2026-10-22
Bare Financial Services, Inc
DECREASED
Shares284 from 360
Change-76 (-21%)
Value$41.3K (-$11.5K)
Filed 2026-11-04
Matrix Trust Co
INCREASED
Shares273 from 206
Change+67 (+33%)
Value$40 (+$10)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares271
Change+271
Value$39.3K
Filed 2026-10-27
Kings Path Partners LLC
DECREASED
Shares270 from 276
Change-6 (-2%)
Value$39.2K (-$1.2K)
Filed 2026-10-21
Accordant Advisory Group Inc
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$37.9K (-$355)
Filed 2026-10-29
Aspect Partners, LLC
DECREASED
Shares253 from 315
Change-62 (-20%)
Value$36.8K (-$9.4K)
Filed 2026-10-20
Whipplewood Advisors, LLC
DECREASED
Shares250 from 278
Change-28 (-10%)
Value$36.3K (-$4.4K)
Filed 2026-10-20
Toews Corp
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$36.2K (-$338)
Filed 2026-11-09
Alta Capital Management LLC/
NEW
Shares244
Change+244
Value$35.4K
Filed 2026-10-26
Burk Holdings LLC
DECREASED
Shares244 from 412
Change-168 (-41%)
Value$35.4K (-$25.0K)
Filed 2026-11-05
Tributary Capital Management, LLC
NEW
Shares233
Change+233
Value$33.9K
Filed 2026-10-28
Vima LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$33.9K (-$317)
Filed 2026-10-23
10Elms LLP
INCREASED
Shares224 from 165
Change+59 (+36%)
Value$32.5K (+$8.3K)
Filed 2026-11-06
United Financial Planning Group LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$31.4K (-$294)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$29.9K (-$280)
Filed 2026-10-14
Sankala Group LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$29.4K (+$384)
Filed 2026-11-09
Paladin Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$29.1K (-$272)
Filed 2026-10-06
Goodman Advisory Group, LLC
NEW
Shares195
Change+195
Value$28.3K
Filed 2026-11-02
Sherman Asset Management, Inc.
DECREASED
Shares182 from 661
Change-479 (-72%)
Value$26.4K (-$70.5K)
Filed 2026-11-05
One River Asset Management, LLC
DECREASED
Shares181 from 1,031
Change-850 (-82%)
Value$26.3K (-$124.9K)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$25.7K (-$241)
Filed 2026-10-28
Montgomery Financial Services LLC
DECREASED
Shares176 from 194
Change-18 (-9%)
Value$25.6K (-$2.9K)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$25.5K (-$216)
Filed 2026-11-02
Morton Brown Family Wealth, LLC
DECREASED
Shares169 from 178
Change-9 (-5%)
Value$24.6K (-$1.6K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
INCREASED
Shares161 from 117
Change+44 (+38%)
Value$23.4K (+$6.6K)
Filed 2026-11-03
Jcic Asset Management Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$21.8K (+$126)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
DECREASED
Shares138 from 140
Change-2 (-1%)
Value$20.1K (-$429)
Filed 2026-11-02
Louisbourg Investments Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$19.9K (-$187)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$19.6K (-$183)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares128 from 172
Change-44 (-26%)
Value$18.6K (-$6.6K)
Filed 2026-10-16
Groesbeck Investment Management Corp
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$19 ($0)
Filed 2026-10-26
Sunrise Financial Services, LLC
DECREASED
Shares121 from 131
Change-10 (-8%)
Value$17.6K (-$1.6K)
Filed 2026-10-21
Daytona Street Capital LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$17.2K (-$238)
Filed 2026-10-15
Atlantic Private Wealth, LLC
DECREASED
Shares117 from 151
Change-34 (-23%)
Value$16.9K (-$5.2K)
Filed 2026-11-09
RHL Group, LLC
DECREASED
Shares111 from 156
Change-45 (-29%)
Value$16.1K (-$6.8K)
Filed 2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$15.8K (-$148)
Filed 2026-10-14
Quaker Wealth Management, LLC
INCREASED
Shares108 from 98
Change+10 (+10%)
Value$15.7K (+$1.3K)
Filed 2026-10-22
Fairman Group, LLC
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$14.8K (-$25)
Filed 2026-10-26
MidAtlantic Capital Management, Inc.
NEW
Shares100
Change+100
Value$14.5K
Filed 2026-11-05
O'Domhnaill Enterprises, Inc.
DECREASED
Shares100 from 200
Change-100 (-50%)
Value$14.5K (-$14.8K)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares93 from 76
Change+17 (+22%)
Value$13.5K (+$2.4K)
Filed 2026-11-03
PayPay Securities Corp
INCREASED
Shares89 from 51
Change+38 (+75%)
Value$12.9K (+$5.5K)
Filed 2026-10-27
Strategic Advocates LLC
NEW
Shares87
Change+87
Value$12.6K
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$12.6K (-$118)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
NEW
Shares80
Change+80
Value$11.6K
Filed 2026-10-29
Transce3nd, LLC
NEW
Shares75
Change+75
Value$11.8K
Filed 2026-10-26
Noble Wealth Management PBC
DECREASED
Shares74 from 76
Change-2 (-3%)
Value$10.8K (-$394)
Filed 2026-10-01
Park Square Financial Group, LLC
DECREASED
Shares72 from 75
Change-3 (-4%)
Value$10.5K (-$539)
Filed 2026-11-09
Decker Retirement Planning Inc.
INCREASED
Shares53 from 43
Change+10 (+23%)
Value$7.7K (+$1.4K)
Filed 2026-10-19
West Financial Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.3K (-$68)
Filed 2026-10-22
Western Pacific Wealth Management, LP
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$5.2K (-$49)
Filed 2026-10-16
Ironwood Wealth Management, Inc.
NEW
Shares30
Change+30
Value$4.5K
Filed 2026-10-14
Torren Management, LLC
DECREASED
Shares23 from 25
Change-2 (-8%)
Value$3.4K (-$306)
Filed 2026-10-29
Bear Mountain Capital, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.4K (+$219)
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares10
Change+10
Value$1.5K
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
NEW
Shares10
Change+10
Value$1.5K
Filed 2026-10-23
Friedenthal Financial
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.3K (-$2)
Filed 2026-10-27
Networth Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (-$2)
Filed 2026-11-03
Bernzott Capital Advisors
NEW
Shares7
Change+7
Value$1.0K
Filed 2026-10-29
Robbins Farley
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$727 (-$7)
Filed 2026-10-21
Intelligent Financial Strategies
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$145 (-$2)
Filed 2026-10-16
Sanders Capital, LLC
CLOSED
Shares0 from 6,648,957
Change-6,648,957 (-100%)
Value$0 (-$975.0M)
Filed 2026-11-02
Parnassus Investments, LLC
CLOSED
Shares0 from 2,448,341
Change-2,448,341 (-100%)
Value$0 (-$359.0M)
Filed 2026-10-22
Ceredex Value Advisors LLC
CLOSED
Shares0 from 186,147
Change-186,147 (-100%)
Value$0 (-$27.3M)
Filed 2026-11-09
RIT Capital Partners PLC
CLOSED
Shares0 from 149,800
Change-149,800 (-100%)
Value$0 (-$21.9M)
Filed 2026-11-05
Natixis
CLOSED
Shares0 from 149,346
Change-149,346 (-100%)
Value$0 (-$21.9M)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 51,360
Change-51,360 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-16
Patrick Mauro Investment Advisor, Inc.
CLOSED
Shares0 from 35,666
Change-35,666 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-06
TrueMark Investments, LLC
CLOSED
Shares0 from 33,454
Change-33,454 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
Vertrix Wealth Management, LLC
CLOSED
Shares0 from 28,518
Change-28,518 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-13
Oak Thistle LLC
CLOSED
Shares0 from 28,264
Change-28,264 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-21
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 27,212
Change-27,212 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-15
Penn Davis Mcfarland Inc
CLOSED
Shares0 from 26,340
Change-26,340 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-23
Bell Asset Management Ltd
CLOSED
Shares0 from 23,901
Change-23,901 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-08
Bochk Asset Management Ltd
CLOSED
Shares0 from 20,800
Change-20,800 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-29
Littlejohn Financial Services, Inc.
CLOSED
Shares0 from 16,788
Change-16,788 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Wellington Shields & Co., LLC
CLOSED
Shares0 from 16,115
Change-16,115 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
Blueprint Investment Partners LLC
CLOSED
Shares0 from 13,200
Change-13,200 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-28
Montrusco Bolton Investments Inc.
CLOSED
Shares0 from 9,067
Change-9,067 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8,591
Change-8,591 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
PCG Asset Management, LLC
CLOSED
Shares0 from 5,753
Change-5,753 (-100%)
Value$0 (-$843.6K)
Filed 2026-11-05
Axim Planning & Wealth
CLOSED
Shares0 from 5,562
Change-5,562 (-100%)
Value$0 (-$815.6K)
Filed 2026-10-28
OMC Financial Services LTD
CLOSED
Shares0 from 5,364
Change-5,364 (-100%)
Value$0 (-$786.6K)
Filed 2026-10-19
MQS Management LLC
CLOSED
Shares0 from 5,153
Change-5,153 (-100%)
Value$0 (-$755.6K)
Filed 2026-11-06
Fortune 45 LLC
CLOSED
Shares0 from 5,147
Change-5,147 (-100%)
Value$0 (-$754.8K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,116
Change-5,116 (-100%)
Value$0 (-$765.4K)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
CLOSED
Shares0 from 5,078
Change-5,078 (-100%)
Value$0 (-$744.6K)
Filed 2026-10-21
CenterBook Partners LP
CLOSED
Shares0 from 4,847
Change-4,847 (-100%)
Value$0 (-$710.8K)
Filed 2026-11-02
Waycross Partners, LLC
CLOSED
Shares0 from 4,309
Change-4,309 (-100%)
Value$0 (-$631.9K)
Filed 2026-11-03
Globalt Investments LLC / GA
CLOSED
Shares0 from 4,137
Change-4,137 (-100%)
Value$0 (-$606.7K)
Filed 2026-10-27
111 Capital
CLOSED
Shares0 from 3,928
Change-3,928 (-100%)
Value$0 (-$576.0K)
Filed 2026-11-03
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 3,903
Change-3,903 (-100%)
Value$0 (-$572.3K)
Filed 2026-10-13
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,748
Change-3,748 (-100%)
Value$0 (-$549.6K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,329
Change-3,329 (-100%)
Value$0 (-$488.2K)
Filed 2026-10-27
MW Advisory, LLC
CLOSED
Shares0 from 3,136
Change-3,136 (-100%)
Value$0 (-$459.9K)
Filed 2026-10-19
NBZ Investment Advisors LLC
CLOSED
Shares0 from 2,655
Change-2,655 (-100%)
Value$0 (-$389.3K)
Filed 2026-10-30
Sepio Capital, LP
CLOSED
Shares0 from 2,553
Change-2,553 (-100%)
Value$0 (-$374.4K)
Filed 2026-10-22
Viewpoint Investment Partners Corp
CLOSED
Shares0 from 2,445
Change-2,445 (-100%)
Value$0 (-$370.6K)
Filed 2026-10-26
Alpha Zero LLC
CLOSED
Shares0 from 2,245
Change-2,245 (-100%)
Value$0 (-$340.1K)
Filed 2026-11-06
CenterStar Asset Management, LLC
CLOSED
Shares0 from 2,235
Change-2,235 (-100%)
Value$0 (-$327.2K)
Filed 2026-10-09
Stillwater Wealth Management Group
CLOSED
Shares0 from 2,139
Change-2,139 (-100%)
Value$0 (-$313.6K)
Filed 2026-10-21
Lane Brothers & Co Inc
CLOSED
Shares0 from 2,021
Change-2,021 (-100%)
Value$0 (-$296.4K)
Filed 2026-11-02
Barings LLC
CLOSED
Shares0 from 1,980
Change-1,980 (-100%)
Value$0 (-$290.3K)
Filed 2026-10-22
Gibson Capital, LLC
CLOSED
Shares0 from 1,895
Change-1,895 (-100%)
Value$0 (-$277.8K)
Filed 2026-10-23
Pictet Bank & Trust Ltd
CLOSED
Shares0 from 1,881
Change-1,881 (-100%)
Value$0 (-$275.8K)
Filed 2026-10-21
Accuvest Global Advisors
CLOSED
Shares0 from 1,873
Change-1,873 (-100%)
Value$0 (-$275.0K)
Filed 2026-11-04
Arlington Partners LLC
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$274.2K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
CLOSED
Shares0 from 1,811
Change-1,811 (-100%)
Value$0 (-$265.5K)
Filed 2026-11-04
BancFirst Trust & Investment Management
CLOSED
Shares0 from 1,793
Change-1,793 (-100%)
Value$0 (-$266.2K)
Filed 2026-10-30
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 1,699
Change-1,699 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-09
Spartan Planning & Wealth Management
CLOSED
Shares0 from 1,679
Change-1,679 (-100%)
Value$0 (-$246.2K)
Filed 2026-10-13
AM Investment Strategies LLC
CLOSED
Shares0 from 1,662
Change-1,662 (-100%)
Value$0 (-$244)
Filed 2026-11-05
Monte Financial Group, LLC
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$238.7K)
Filed 2026-11-02
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 1,601
Change-1,601 (-100%)
Value$0 (-$234.8K)
Filed 2026-11-06
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 1,585
Change-1,585 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-14
Sharkey, Howes & Javer
CLOSED
Shares0 from 1,584
Change-1,584 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-22
AAF Wealth Management, LLC
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-28
Arsenal Capital Advisors LLC
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$231.4K)
Filed 2026-11-02
Prospect Financial Group LLC
CLOSED
Shares0 from 1,561
Change-1,561 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
CLOSED
Shares0 from 1,557
Change-1,557 (-100%)
Value$0 (-$228.3K)
Filed 2026-10-30
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,552
Change-1,552 (-100%)
Value$0 (-$230.5K)
Filed 2026-10-13
Dodds Wealth, LLC
CLOSED
Shares0 from 1,543
Change-1,543 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-02
Global Assets Advisory, LLC
CLOSED
Shares0 from 1,535
Change-1,535 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-28
BWM Planning, LLC
CLOSED
Shares0 from 1,520
Change-1,520 (-100%)
Value$0 (-$222.9K)
Filed 2026-11-09
CV Advisors LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-13
Victrix Investment Advisors
CLOSED
Shares0 from 1,489
Change-1,489 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-13
Sippican Capital Advisors
CLOSED
Shares0 from 1,466
Change-1,466 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-23
Sutton Place Investors LLC
CLOSED
Shares0 from 1,455
Change-1,455 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-20
Wilkins Miller Wealth Management, LLC
CLOSED
Shares0 from 1,447
Change-1,447 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$211.2K)
Filed 2026-11-05
Stewardship Concepts Financial Services LLC
CLOSED
Shares0 from 1,436
Change-1,436 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-06
Searcy Financial Services Inc
CLOSED
Shares0 from 1,423
Change-1,423 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-07
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 1,420
Change-1,420 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-26
IVC Wealth Advisors LLC
CLOSED
Shares0 from 1,402
Change-1,402 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-23
Stordahl Capital Management, Inc.
CLOSED
Shares0 from 1,387
Change-1,387 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-22
Kendall Capital Management
CLOSED
Shares0 from 1,375
Change-1,375 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-23
Strathmore Capital Advisors, Inc.
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-09
Ballew Advisors, Inc
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-05
Sims Investment Management, LLC
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$191.5K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 1,027
Change-1,027 (-100%)
Value$0 (-$150.6K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$117.9K)
Filed 2026-10-29
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 653
Change-653 (-100%)
Value$0 (-$93)
Filed 2026-11-06
Leonteq Securities AG
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$76.1K)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$18.0K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-16
Bayforest Capital Ltd
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-03
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$214.7K (-$67.4K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 190,003,442
Change-190,003,442 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 152,109,741
Change-152,109,741 (-100%)
Value—
State Street Corp
N/A
Shares— from 102,216,308
Change-102,216,308 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 63,393,374
Change-63,393,374 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 47,243,680
Change-47,243,680 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 47,157,141
Change-47,157,141 (-100%)
Value—
Norges Bank
N/A
Shares— from 31,831,692
Change-31,831,692 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,298,374
Change-29,298,374 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 28,906,005
Change-28,906,005 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 26,820,010
Change-26,820,010 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 26,787,336
Change-26,787,336 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 26,259,055
Change-26,259,055 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,668,565
Change-23,668,565 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,219,256
Change-17,219,256 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,773,067
Change-16,773,067 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 15,800,799
Change-15,800,799 (-100%)
Value—
Capital World Investors
N/A
Shares— from 15,416,034
Change-15,416,034 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,027,411
Change-15,027,411 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 14,564,948
Change-14,564,948 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,975,738
Change-13,975,738 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,934,200
Change-13,934,200 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 13,075,325
Change-13,075,325 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 12,781,657
Change-12,781,657 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,295,877
Change-12,295,877 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,186,041
Change-11,186,041 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 6,855,096
Change-6,855,096 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 6,554,590
Change-6,554,590 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,527,031
Change-6,527,031 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,467,523
Change-6,467,523 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,189,386
Change-6,189,386 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,056,724
Change-6,056,724 (-100%)
Value—
National Pension Service
N/A
Shares— from 5,639,311
Change-5,639,311 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,547,058
Change-5,547,058 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,500,673
Change-5,500,673 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 5,376,980
Change-5,376,980 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 5,263,098
Change-5,263,098 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,123,747
Change-5,123,747 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,616,122
Change-4,616,122 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 4,399,668
Change-4,399,668 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,322,996
Change-4,322,996 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 4,078,371
Change-4,078,371 (-100%)
Value—
FIL Ltd
N/A
Shares— from 3,982,729
Change-3,982,729 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,938,773
Change-3,938,773 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,761,766
Change-3,761,766 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 3,734,666
Change-3,734,666 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 3,727,754
Change-3,727,754 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,568,348
Change-3,568,348 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,525,060
Change-3,525,060 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,501,551
Change-3,501,551 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 3,107,869
Change-3,107,869 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,933,193
Change-2,933,193 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,905,793
Change-2,905,793 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,870,698
Change-2,870,698 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,841,060
Change-2,841,060 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,836,115
Change-2,836,115 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,614,910
Change-2,614,910 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,606,766
Change-2,606,766 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,550,686
Change-2,550,686 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,431,091
Change-2,431,091 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,310,851
Change-2,310,851 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,291,415
Change-2,291,415 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,282,116
Change-2,282,116 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,225,685
Change-2,225,685 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,173,696
Change-2,173,696 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,126,749
Change-2,126,749 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 2,125,614
Change-2,125,614 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,120,273
Change-2,120,273 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,076,245
Change-2,076,245 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,983,620
Change-1,983,620 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,945,457
Change-1,945,457 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,815,807
Change-1,815,807 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,760,373
Change-1,760,373 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,732,864
Change-1,732,864 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,713,412
Change-1,713,412 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,688,505
Change-1,688,505 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,671,799
Change-1,671,799 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,660,087
Change-1,660,087 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,641,626
Change-1,641,626 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,621,260
Change-1,621,260 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,617,446
Change-1,617,446 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,560,931
Change-1,560,931 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,550,049
Change-1,550,049 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,538,711
Change-1,538,711 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,482,738
Change-1,482,738 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,454,998
Change-1,454,998 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,440,923
Change-1,440,923 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,438,702
Change-1,438,702 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,427,236
Change-1,427,236 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,397,661
Change-1,397,661 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,371,089
Change-1,371,089 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,341,390
Change-1,341,390 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,306,807
Change-1,306,807 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,301,768
Change-1,301,768 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,295,996
Change-1,295,996 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,280,937
Change-1,280,937 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,239,490
Change-1,239,490 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,219,348
Change-1,219,348 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,214,541
Change-1,214,541 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,210,581
Change-1,210,581 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,187,105
Change-1,187,105 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,175,841
Change-1,175,841 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,168,955
Change-1,168,955 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,162,012
Change-1,162,012 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,157,222
Change-1,157,222 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,154,429
Change-1,154,429 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,149,302
Change-1,149,302 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,147,249
Change-1,147,249 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,130,732
Change-1,130,732 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,124,238
Change-1,124,238 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,105,524
Change-1,105,524 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,101,504
Change-1,101,504 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,090,835
Change-1,090,835 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 1,085,919
Change-1,085,919 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,049,952
Change-1,049,952 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,042,217
Change-1,042,217 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,038,778
Change-1,038,778 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,002,475
Change-1,002,475 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 987,045
Change-987,045 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 940,968
Change-940,968 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 936,608
Change-936,608 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 888,463
Change-888,463 (-100%)
Value—
Blair William & Co
N/A
Shares— from 888,116
Change-888,116 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 882,461
Change-882,461 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 860,442
Change-860,442 (-100%)
Value—
Man Group plc
N/A
Shares— from 831,402
Change-831,402 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 795,119
Change-795,119 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 782,620
Change-782,620 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 776,618
Change-776,618 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 772,552
Change-772,552 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 763,960
Change-763,960 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 754,755
Change-754,755 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 752,643
Change-752,643 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 745,448
Change-745,448 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 739,647
Change-739,647 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 733,787
Change-733,787 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 662,170
Change-662,170 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 656,894
Change-656,894 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 655,385
Change-655,385 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 649,920
Change-649,920 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 638,215
Change-638,215 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 597,391
Change-597,391 (-100%)
Value—
&partners
N/A
Shares— from 591,584
Change-591,584 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 589,838
Change-589,838 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 585,583
Change-585,583 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 583,676
Change-583,676 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 577,355
Change-577,355 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 564,099
Change-564,099 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 563,000
Change-563,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 551,542
Change-551,542 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 547,135
Change-547,135 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 532,786
Change-532,786 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 527,109
Change-527,109 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 521,509
Change-521,509 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 518,078
Change-518,078 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 511,534
Change-511,534 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 505,098
Change-505,098 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 496,181
Change-496,181 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 489,112
Change-489,112 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 476,208
Change-476,208 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 454,771
Change-454,771 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 454,663
Change-454,663 (-100%)
Value—
Hook Mill Capital Partners, LP
N/A
Shares— from 451,777
Change-451,777 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 443,697
Change-443,697 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 440,176
Change-440,176 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 436,578
Change-436,578 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 428,608
Change-428,608 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 424,233
Change-424,233 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 415,194
Change-415,194 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 404,401
Change-404,401 (-100%)
Value—
ING Groep NV
N/A
Shares— from 382,762
Change-382,762 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 377,933
Change-377,933 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 370,300
Change-370,300 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 368,855
Change-368,855 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 365,172
Change-365,172 (-100%)
Value—
Boston Partners
N/A
Shares— from 363,456
Change-363,456 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 355,024
Change-355,024 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 354,060
Change-354,060 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 353,455
Change-353,455 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 352,784
Change-352,784 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 352,629
Change-352,629 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 349,801
Change-349,801 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 349,295
Change-349,295 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 348,568
Change-348,568 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 345,428
Change-345,428 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 342,734
Change-342,734 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 341,880
Change-341,880 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 339,293
Change-339,293 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 339,059
Change-339,059 (-100%)
Value—
Pggm Investments
N/A
Shares— from 336,355
Change-336,355 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 328,231
Change-328,231 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 324,716
Change-324,716 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 322,666
Change-322,666 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 320,168
Change-320,168 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 318,850
Change-318,850 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 318,822
Change-318,822 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 312,317
Change-312,317 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 306,876
Change-306,876 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 302,505
Change-302,505 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 293,376
Change-293,376 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 292,274
Change-292,274 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 292,168
Change-292,168 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 290,609
Change-290,609 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 287,360
Change-287,360 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 285,516
Change-285,516 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 278,504
Change-278,504 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 277,538
Change-277,538 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 277,095
Change-277,095 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 271,160
Change-271,160 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 267,986
Change-267,986 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 263,538
Change-263,538 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 262,155
Change-262,155 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 250,538
Change-250,538 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 250,235
Change-250,235 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 249,483
Change-249,483 (-100%)
Value—
Allstate Corp
N/A
Shares— from 249,225
Change-249,225 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 245,423
Change-245,423 (-100%)
Value—
Roberts Foundation
N/A
Shares— from 239,639
Change-239,639 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 235,416
Change-235,416 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 233,351
Change-233,351 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 232,744
Change-232,744 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 232,244
Change-232,244 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 231,543
Change-231,543 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 229,747
Change-229,747 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 228,231
Change-228,231 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 228,194
Change-228,194 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 225,356
Change-225,356 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 223,463
Change-223,463 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 221,092
Change-221,092 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 217,405
Change-217,405 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 217,039
Change-217,039 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 216,708
Change-216,708 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 215,284
Change-215,284 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 215,161
Change-215,161 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 214,501
Change-214,501 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 210,893
Change-210,893 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 209,824
Change-209,824 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 209,638
Change-209,638 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 208,009
Change-208,009 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 205,995
Change-205,995 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 203,302
Change-203,302 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 203,054
Change-203,054 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 202,276
Change-202,276 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 199,556
Change-199,556 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 198,115
Change-198,115 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 196,304
Change-196,304 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 194,541
Change-194,541 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 193,996
Change-193,996 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 193,404
Change-193,404 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 192,221
Change-192,221 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 191,854
Change-191,854 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 189,053
Change-189,053 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 188,147
Change-188,147 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 186,903
Change-186,903 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 184,795
Change-184,795 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 184,483
Change-184,483 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 179,544
Change-179,544 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 179,023
Change-179,023 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 178,914
Change-178,914 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 176,935
Change-176,935 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 175,489
Change-175,489 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 172,920
Change-172,920 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 172,584
Change-172,584 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 167,998
Change-167,998 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 167,388
Change-167,388 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 167,289
Change-167,289 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 166,811
Change-166,811 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 165,804
Change-165,804 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 165,428
Change-165,428 (-100%)
Value—
SRB Corp
N/A
Shares— from 165,402
Change-165,402 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 164,654
Change-164,654 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 164,180
Change-164,180 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 162,680
Change-162,680 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 159,949
Change-159,949 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 159,088
Change-159,088 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 158,414
Change-158,414 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 155,465
Change-155,465 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 152,478
Change-152,478 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 151,464
Change-151,464 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 151,073
Change-151,073 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 150,979
Change-150,979 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 150,646
Change-150,646 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 150,173
Change-150,173 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 148,286
Change-148,286 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 148,025
Change-148,025 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 145,583
Change-145,583 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 144,116
Change-144,116 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 143,931
Change-143,931 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 143,741
Change-143,741 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 143,495
Change-143,495 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 140,542
Change-140,542 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 138,719
Change-138,719 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 137,724
Change-137,724 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 133,559
Change-133,559 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 132,991
Change-132,991 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 132,778
Change-132,778 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 132,617
Change-132,617 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 130,732
Change-130,732 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 128,906
Change-128,906 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 128,828
Change-128,828 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 128,527
Change-128,527 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 125,339
Change-125,339 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 123,358
Change-123,358 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 123,196
Change-123,196 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 121,751
Change-121,751 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 120,762
Change-120,762 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 120,545
Change-120,545 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 120,177
Change-120,177 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 119,860
Change-119,860 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 119,597
Change-119,597 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 118,433
Change-118,433 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 117,656
Change-117,656 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 115,947
Change-115,947 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 115,628
Change-115,628 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 115,347
Change-115,347 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 113,486
Change-113,486 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 112,705
Change-112,705 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 111,145
Change-111,145 (-100%)
Value—
YCG, LLC
N/A
Shares— from 110,638
Change-110,638 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 110,159
Change-110,159 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 109,987
Change-109,987 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 108,699
Change-108,699 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 108,499
Change-108,499 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 108,407
Change-108,407 (-100%)
Value—
Stephens Inc
N/A
Shares— from 107,745
Change-107,745 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 105,718
Change-105,718 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 105,504
Change-105,504 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 105,307
Change-105,307 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 104,829
Change-104,829 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 102,879
Change-102,879 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 101,671
Change-101,671 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 100,890
Change-100,890 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 100,564
Change-100,564 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 100,064
Change-100,064 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 96,860
Change-96,860 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 95,354
Change-95,354 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 94,538
Change-94,538 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 94,401
Change-94,401 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 94,240
Change-94,240 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 93,413
Change-93,413 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 92,074
Change-92,074 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 91,946
Change-91,946 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 91,901
Change-91,901 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 91,524
Change-91,524 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 91,143
Change-91,143 (-100%)
Value—
Dodge & COX
N/A
Shares— from 90,706
Change-90,706 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 90,412
Change-90,412 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 87,475
Change-87,475 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 86,757
Change-86,757 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 86,072
Change-86,072 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 85,827
Change-85,827 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 85,654
Change-85,654 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 85,156
Change-85,156 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 84,484
Change-84,484 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 84,310
Change-84,310 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 84,302
Change-84,302 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 83,968
Change-83,968 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 82,775
Change-82,775 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 81,903
Change-81,903 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 81,681
Change-81,681 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 81,649
Change-81,649 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 81,136
Change-81,136 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 80,738
Change-80,738 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 80,269
Change-80,269 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 80,115
Change-80,115 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 78,653
Change-78,653 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 78,087
Change-78,087 (-100%)
Value—
United Bank
N/A
Shares— from 77,684
Change-77,684 (-100%)
Value—
Allianz SE
N/A
Shares— from 77,550
Change-77,550 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 76,813
Change-76,813 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 76,566
Change-76,566 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 75,633
Change-75,633 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 75,010
Change-75,010 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 74,658
Change-74,658 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 74,021
Change-74,021 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 72,803
Change-72,803 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 72,717
Change-72,717 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 72,581
Change-72,581 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 72,528
Change-72,528 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 72,467
Change-72,467 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 72,031
Change-72,031 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 72,002
Change-72,002 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 71,901
Change-71,901 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 71,600
Change-71,600 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 71,085
Change-71,085 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 70,754
Change-70,754 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 70,664
Change-70,664 (-100%)
Value—
Ossiam
N/A
Shares— from 70,526
Change-70,526 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 70,511
Change-70,511 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 70,435
Change-70,435 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 70,134
Change-70,134 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 69,673
Change-69,673 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 69,652
Change-69,652 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 69,335
Change-69,335 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 68,793
Change-68,793 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 68,768
Change-68,768 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 68,681
Change-68,681 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 68,600
Change-68,600 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 67,783
Change-67,783 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 67,497
Change-67,497 (-100%)
Value—
Mirova
N/A
Shares— from 67,228
Change-67,228 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 66,755
Change-66,755 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 66,746
Change-66,746 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 66,074
Change-66,074 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 65,744
Change-65,744 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 65,538
Change-65,538 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 65,388
Change-65,388 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 64,448
Change-64,448 (-100%)
Value—
Summitry LLC
N/A
Shares— from 64,257
Change-64,257 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 63,796
Change-63,796 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 63,108
Change-63,108 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 62,716
Change-62,716 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 62,413
Change-62,413 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 62,101
Change-62,101 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 61,537
Change-61,537 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 61,507
Change-61,507 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 60,898
Change-60,898 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 60,544
Change-60,544 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 60,153
Change-60,153 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 59,872
Change-59,872 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 59,829
Change-59,829 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 59,794
Change-59,794 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 59,695
Change-59,695 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 59,534
Change-59,534 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 59,113
Change-59,113 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 59,006
Change-59,006 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 58,896
Change-58,896 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 58,421
Change-58,421 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 57,936
Change-57,936 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 57,877
Change-57,877 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 57,800
Change-57,800 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 57,010
Change-57,010 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 56,142
Change-56,142 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 56,073
Change-56,073 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 55,497
Change-55,497 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 55,365
Change-55,365 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 55,007
Change-55,007 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 54,853
Change-54,853 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 54,502
Change-54,502 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 54,122
Change-54,122 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 53,101
Change-53,101 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 52,709
Change-52,709 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 52,430
Change-52,430 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 51,782
Change-51,782 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 51,564
Change-51,564 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 51,409
Change-51,409 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 51,401
Change-51,401 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 51,293
Change-51,293 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 51,181
Change-51,181 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 51,095
Change-51,095 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 50,235
Change-50,235 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 49,959
Change-49,959 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 49,858
Change-49,858 (-100%)
Value—
Simmons Bank
N/A
Shares— from 49,705
Change-49,705 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 49,531
Change-49,531 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 49,385
Change-49,385 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 49,162
Change-49,162 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 49,114
Change-49,114 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 48,826
Change-48,826 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 48,741
Change-48,741 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 48,631
Change-48,631 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 48,224
Change-48,224 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 47,511
Change-47,511 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 47,419
Change-47,419 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 47,349
Change-47,349 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 47,347
Change-47,347 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 46,956
Change-46,956 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 46,908
Change-46,908 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 46,269
Change-46,269 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 46,176
Change-46,176 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 46,009
Change-46,009 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 45,576
Change-45,576 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 45,382
Change-45,382 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 45,136
Change-45,136 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 44,871
Change-44,871 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 44,668
Change-44,668 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 44,247
Change-44,247 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 44,088
Change-44,088 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 43,763
Change-43,763 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,722
Change-43,722 (-100%)
Value—
Prudential PLC
N/A
Shares— from 43,098
Change-43,098 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 42,574
Change-42,574 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 42,352
Change-42,352 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 42,223
Change-42,223 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 42,051
Change-42,051 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 41,839
Change-41,839 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 41,401
Change-41,401 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 40,881
Change-40,881 (-100%)
Value—
Darwins River Capital, LP
N/A
Shares— from 40,682
Change-40,682 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 40,676
Change-40,676 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 40,438
Change-40,438 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 40,143
Change-40,143 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 40,071
Change-40,071 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 39,743
Change-39,743 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 39,526
Change-39,526 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 39,105
Change-39,105 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 38,950
Change-38,950 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 38,413
Change-38,413 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 38,284
Change-38,284 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 37,918
Change-37,918 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 37,062
Change-37,062 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 36,740
Change-36,740 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 36,390
Change-36,390 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 35,730
Change-35,730 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 35,615
Change-35,615 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 35,387
Change-35,387 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 35,287
Change-35,287 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 35,173
Change-35,173 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 35,047
Change-35,047 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 35,033
Change-35,033 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 34,818
Change-34,818 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 34,134
Change-34,134 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 34,003
Change-34,003 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 33,936
Change-33,936 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 33,828
Change-33,828 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 33,510
Change-33,510 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 33,454
Change-33,454 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 33,323
Change-33,323 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 32,762
Change-32,762 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32,651
Change-32,651 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 32,047
Change-32,047 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 32,046
Change-32,046 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 31,526
Change-31,526 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 31,329
Change-31,329 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 30,190
Change-30,190 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 30,047
Change-30,047 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 29,979
Change-29,979 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 29,932
Change-29,932 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 29,590
Change-29,590 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 29,551
Change-29,551 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 29,470
Change-29,470 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 29,265
Change-29,265 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 29,186
Change-29,186 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 29,177
Change-29,177 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 28,835
Change-28,835 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 28,752
Change-28,752 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 28,672
Change-28,672 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 28,531
Change-28,531 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 28,486
Change-28,486 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 28,441
Change-28,441 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 28,380
Change-28,380 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 28,058
Change-28,058 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 27,930
Change-27,930 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 27,862
Change-27,862 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 27,567
Change-27,567 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 27,368
Change-27,368 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 27,127
Change-27,127 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 27,103
Change-27,103 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 27,103
Change-27,103 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 26,626
Change-26,626 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 26,520
Change-26,520 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 26,475
Change-26,475 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 26,421
Change-26,421 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 26,158
Change-26,158 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 25,936
Change-25,936 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 25,748
Change-25,748 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 25,738
Change-25,738 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 25,583
Change-25,583 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 25,547
Change-25,547 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 25,193
Change-25,193 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 25,090
Change-25,090 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 24,931
Change-24,931 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 24,885
Change-24,885 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 24,825
Change-24,825 (-100%)
Value—
BNP Paribas
N/A
Shares— from 24,658
Change-24,658 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 24,582
Change-24,582 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 24,457
Change-24,457 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 24,435
Change-24,435 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 24,380
Change-24,380 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 24,152
Change-24,152 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 24,080
Change-24,080 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 24,059
Change-24,059 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 23,807
Change-23,807 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 23,745
Change-23,745 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 23,579
Change-23,579 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 23,399
Change-23,399 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 23,255
Change-23,255 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 22,868
Change-22,868 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 22,837
Change-22,837 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 22,601
Change-22,601 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 22,260
Change-22,260 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,123
Change-22,123 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 22,085
Change-22,085 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 22,071
Change-22,071 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 22,049
Change-22,049 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 21,706
Change-21,706 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 21,415
Change-21,415 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 21,128
Change-21,128 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 20,959
Change-20,959 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 20,898
Change-20,898 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 20,631
Change-20,631 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 20,563
Change-20,563 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 20,525
Change-20,525 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 20,475
Change-20,475 (-100%)
Value—
S&CO Inc
N/A
Shares— from 20,418
Change-20,418 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 20,325
Change-20,325 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 20,202
Change-20,202 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 20,177
Change-20,177 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 20,070
Change-20,070 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 19,997
Change-19,997 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 19,957
Change-19,957 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 19,950
Change-19,950 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,810
Change-19,810 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 19,810
Change-19,810 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 19,740
Change-19,740 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 19,703
Change-19,703 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 19,648
Change-19,648 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 19,581
Change-19,581 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 19,367
Change-19,367 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 19,345
Change-19,345 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 19,315
Change-19,315 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 19,303
Change-19,303 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 19,154
Change-19,154 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 19,118
Change-19,118 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 18,928
Change-18,928 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 18,849
Change-18,849 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 18,847
Change-18,847 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 18,578
Change-18,578 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 18,571
Change-18,571 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 18,565
Change-18,565 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 18,474
Change-18,474 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 18,222
Change-18,222 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 18,195
Change-18,195 (-100%)
Value—
American Trust
N/A
Shares— from 18,143
Change-18,143 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 18,127
Change-18,127 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 18,117
Change-18,117 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,059
Change-18,059 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 18,016
Change-18,016 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 17,967
Change-17,967 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,828
Change-17,828 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 17,809
Change-17,809 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 17,757
Change-17,757 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 17,752
Change-17,752 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 17,566
Change-17,566 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
Bank OZK
N/A
Shares— from 17,361
Change-17,361 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 17,308
Change-17,308 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 17,226
Change-17,226 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 17,150
Change-17,150 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,124
Change-17,124 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 16,792
Change-16,792 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 16,721
Change-16,721 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 16,562
Change-16,562 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,503
Change-16,503 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 16,334
Change-16,334 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 16,273
Change-16,273 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 16,166
Change-16,166 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 16,132
Change-16,132 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 16,056
Change-16,056 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 15,963
Change-15,963 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 15,920
Change-15,920 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,534
Change-15,534 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 15,492
Change-15,492 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 15,387
Change-15,387 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 15,128
Change-15,128 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 15,079
Change-15,079 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 15,062
Change-15,062 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 14,657
Change-14,657 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 14,364
Change-14,364 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 14,345
Change-14,345 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 14,285
Change-14,285 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 14,208
Change-14,208 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 14,199
Change-14,199 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 14,198
Change-14,198 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
EFG International AG
N/A
Shares— from 14,166
Change-14,166 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 14,058
Change-14,058 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 14,025
Change-14,025 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,013
Change-14,013 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 14,011
Change-14,011 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,999
Change-13,999 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 13,662
Change-13,662 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 13,574
Change-13,574 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 13,351
Change-13,351 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 13,241
Change-13,241 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 13,208
Change-13,208 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 13,172
Change-13,172 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,128
Change-13,128 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 12,761
Change-12,761 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 12,688
Change-12,688 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Rogco, LP
N/A
Shares— from 12,582
Change-12,582 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 12,525
Change-12,525 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 12,511
Change-12,511 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,296
Change-12,296 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 12,295
Change-12,295 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,122
Change-12,122 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 11,991
Change-11,991 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 11,812
Change-11,812 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 11,752
Change-11,752 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,749
Change-11,749 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 11,720
Change-11,720 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 11,678
Change-11,678 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 11,641
Change-11,641 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 11,563
Change-11,563 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 11,496
Change-11,496 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 11,467
Change-11,467 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 11,286
Change-11,286 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 11,259
Change-11,259 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 11,192
Change-11,192 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 10,999
Change-10,999 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 10,916
Change-10,916 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10,753
Change-10,753 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 10,721
Change-10,721 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 10,554
Change-10,554 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 10,503
Change-10,503 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 10,501
Change-10,501 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 10,308
Change-10,308 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,301
Change-10,301 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 10,148
Change-10,148 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 10,095
Change-10,095 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 10,019
Change-10,019 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 9,949
Change-9,949 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 9,844
Change-9,844 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 9,567
Change-9,567 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 9,474
Change-9,474 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,385
Change-9,385 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 8,963
Change-8,963 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 8,853
Change-8,853 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Invst, LLC
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,687
Change-8,687 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 8,507
Change-8,507 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,471
Change-8,471 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8,441
Change-8,441 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,333
Change-8,333 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 8,261
Change-8,261 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 8,074
Change-8,074 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7,983
Change-7,983 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,835
Change-7,835 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Ames National Corp
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Members Trust Co
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
GHE, LLC
N/A
Shares— from 7,103
Change-7,103 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 7,018
Change-7,018 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 6,735
Change-6,735 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 6,446
Change-6,446 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 6,341
Change-6,341 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,834
Change-5,834 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,704
Change-5,704 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,519
Change-4,519 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
FCA Corp
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Calydon Capital
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 746
Change-746 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 723
Change-723 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 546
Change-546 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 538
Change-538 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 499
Change-499 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 441
Change-441 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 427
Change-427 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 426
Change-426 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 407
Change-407 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 303
Change-303 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 99
Change-99 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 80
Change-80 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 42
Change-42 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 30
Change-30 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED68,135,97566,458,472+1,677,503+3%$9.7B$9.9B+$143.5M2026-11-06
Amundi
INCREASED17,090,89210,679,775+6,411,117+60%$1.6B$2.5B+$916.9M2026-11-06
Bank of New York Mellon Corp
DECREASED14,745,47515,558,541-813,066-5%$2.3B$2.1B-$139.3M2026-11-05
Dimensional Fund Advisors LP
INCREASED14,060,10313,581,771+478,332+4%$2.0B$2.0B+$51.3M2026-11-04
Fisher Asset Management, LLC
INCREASED12,084,65611,238,939+845,717+8%$1.6B$1.8B+$107.6M2026-11-06
Deutsche Bank Ag\
INCREASED11,377,2469,712,971+1,664,275+17%$1.4B$1.7B+$228.6M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED8,322,83110,097,178-1,774,347-18%$1.5B$1.2B-$271.5M2026-11-05
PNC Financial Services Group, Inc.
DECREASED7,019,7867,128,735-108,949-2%$1.0B$1.0B-$25.5M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED5,386,8055,551,507-164,702-3%$814.1M$782.6M-$31.5M2026-10-29
Barclays PLC
INCREASED4,695,0934,354,518+340,575+8%$638.5M$682.1M+$43.6M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED4,627,7684,448,721+179,047+4%$643.9K$687.7K+$43.9K2026-10-27
LPL Financial LLC
INCREASED4,207,0574,204,862+2,195+0%$616.6M$611.2M-$5.4M2026-11-06
Assenagon Asset Management S.A.
INCREASED3,901,6663,009,845+891,821+30%$441.4M$566.8M+$125.5M2026-10-15
Principal Financial Group Inc
DECREASED3,654,3314,588,494-934,163-20%$672.9M$530.9M-$142.0M2026-11-02
Bank of Montreal
DECREASED3,633,3064,130,633-497,327-12%$605.7M$527.8M-$77.9M2026-11-09
Mirabaud Asset Management Ltd
INCREASED3,424,0005,331+3,418,669+64128%$791.4K$507.8K-$283.5K2026-11-09
Citigroup Inc
INCREASED3,286,7413,115,420+171,321+6%$456.8M$477.5M+$20.7M2026-11-04
US Bancorp \de\
DECREASED3,182,2983,242,813-60,515-2%$475.5M$462.3M-$13.2M2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3,030,7943,031,630-8360%$445.6M$441.7M-$3.9M2026-10-29
Fifth Third Bancorp
DECREASED2,519,0622,696,753-177,691-7%$395.5M$366.0M-$29.5M2026-11-05
Aberdeen Group plc
DECREASED2,384,7162,442,739-58,023-2%$358.2M$309.6M-$48.6M2026-11-06
Acadian Asset Management LLC
INCREASED2,352,8941,223,171+1,129,723+92%$179.3M$341.8K-$179.0M2026-11-09
Bahl & Gaynor LLC
DECREASED2,226,5563,245,212-1,018,656-31%$475.9M$323.5M-$152.4M2026-11-05
MacKenzie Financial Corp
INCREASED2,203,7642,031,724+172,040+8%$297.9M$320.2M+$22.2M2026-11-02
Squarepoint Ops LLC
INCREASED2,175,495127,863+2,047,632+1601%$18.7M$316.1M+$297.3M2026-11-09
Yacktman Asset Management LP
INCREASED1,977,4651,963,488+13,977+1%$287.9M$287.3M-$639.8K2026-11-02
Creative Planning
INCREASED1,829,7241,682,966+146,758+9%$246.8M$265.8M+$19.0M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED1,706,9771,472,729+234,248+16%$216.0M$248.0M+$32.0M2026-11-03
Swedbank AB
DECREASED1,691,5631,759,939-68,376-4%$258.1M$245.8M-$12.3M2026-10-27
New York State Teachers Retirement System
DECREASED1,615,8411,703,369-87,528-5%$249.8M$234.7K-$249.5M2026-10-22
Pictet Asset Management Holding SA
INCREASED1,612,9101,553,775+59,135+4%$227.8M$234.3M+$6.5M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED1,611,2641,411,990+199,274+14%$191.6M$223.4M+$31.8M2026-10-13
Danske Bank A/S
DECREASED1,597,1821,615,548-18,366-1%$236.9M$232.0M-$4.9M2026-11-09
ProShare Advisors LLC
DECREASED1,568,9221,599,546-30,624-2%$234.6M$227.9M-$6.6M2026-10-29
Russell Investments Group, Ltd.
DECREASED1,453,2441,821,155-367,911-20%$267.2M$211.4M-$55.8M2026-11-06
Assetmark, Inc
DECREASED1,397,1511,399,764-2,6130%$205.3M$203.0M-$2.3M2026-10-21
Nykredit A/S
INCREASED1,369,6411,317,044+52,597+4%$193.1M$199.0M+$5.9M2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,342,5011,436,536-94,035-7%$210.7M$195.0M-$15.6M2026-11-02
Guinness Asset Management LTD
DECREASED1,247,8841,293,847-45,963-4%$189.0M$181.3M-$7.7M2026-11-05
Asset Management One Co., Ltd.
INCREASED1,167,9301,146,165+21,765+2%$168.1M$169.7M+$1.6M2026-10-27
Eurizon Capital SGR S.p.A.
INCREASED1,159,4041,150,081+9,323+1%$169.0M$169.1M+$6.3K2026-11-06
KBC Group NV
INCREASED1,141,5311,098,518+43,013+4%$161.1M$165.8K-$160.9M2026-10-22
Truist Financial Corp
DECREASED1,130,8571,166,336-35,479-3%$171.0M$164.3M-$6.7M2026-10-30
Keybank National Association
DECREASED1,130,1011,395,353-265,252-19%$204.6M$164.2M-$40.4M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,106,5301,167,628-61,098-5%$171.2M$160.8M-$10.5M2026-10-15
Cardano Risk Management B.V.
INCREASED1,063,503779,511+283,992+36%$114.3K$154.5K+$40.2K2026-10-20
King Luther Capital Management Corp
DECREASED1,045,7151,076,998-31,283-3%$157.9M$151.9M-$6.0M2026-11-05
Cincinnati Insurance Co
UNCHANGED1,027,5041,027,50400%$150.7M$149.3M-$1.4M2026-11-03
Swiss Life Asset Management Ltd
INCREASED973,340767,996+205,344+27%$112.6M$141.4M+$28.8M2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED945,355886,788+58,567+7%$130.0M$137.3M+$7.3M2026-10-20
Handelsbanken Fonder AB
INCREASED936,199926,459+9,740+1%$135.9K$136.0K+$1552026-11-09
Compagnie Lombard Odier SCmA
DECREASED913,790942,168-28,378-3%$138.2M$132.8M-$5.4M2026-11-04
Flossbach VON Storch SE
DECREASED885,7582,023,783-1,138,025-56%$296.8M$128.7M-$168.1M2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED824,922889,377-64,455-7%$130.4M$119.8M-$10.6M2026-10-05
Hamlin Capital Management, LLC
DECREASED795,5871,059,367-263,780-25%$155.3M$115.6M-$39.8M2026-10-08
Fort Washington Investment Advisors Inc
DECREASED787,724793,728-6,004-1%$116.4M$114.4M-$2.0M2026-10-15
Baillie Gifford & Co
DECREASED782,911819,509-36,598-4%$120.2M$113.7M-$6.4M2026-11-09
CIBC Asset Management Inc
INCREASED775,103773,239+1,864+0%$113.4M$112.6M-$781.9K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED764,329755,177+9,152+1%$110.7M$111.0K-$110.6M2026-11-02
State of New Jersey Common Pension Fund D
DECREASED757,748758,740-9920%$111.3M$110.1M-$1.2M2026-11-05
Welch & Forbes LLC
DECREASED750,174754,625-4,451-1%$110.7M$109.0M-$1.7M2026-11-04
Nordea Investment Management AB
DECREASED747,3041,753,787-1,006,483-57%$253.7M$110.2M-$143.5M2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED729,895709,922+19,973+3%$104.1M$106.0M+$1.9M2026-11-09
Achmea Investment Management B.V.
NEW721,170—+721,170——$104.9M—2026-10-30
Strs Ohio
DECREASED698,469741,681-43,212-6%$108.8M$101.5M-$7.3M2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED687,209677,109+10,100+1%$99.3M$99.8K-$99.2M2026-10-08
Retirement Systems of Alabama
DECREASED675,781692,152-16,371-2%$101.5M$98.2M-$3.3M2026-11-04
SEB Asset Management AB
DECREASED674,105746,784-72,679-10%$109.5M$97.9M-$11.6M2026-11-04
Czech National Bank
INCREASED667,866662,808+5,058+1%$97.2M$97.0M-$166.6K2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED665,186667,198-2,0120%$97.8M$96.6M-$1.2M2026-11-06
Arizona State Retirement System
INCREASED652,745644,865+7,880+1%$94.6M$94.8M+$267.8K2026-11-03
Mirova US LLC
NEW626,461—+626,461——$91.0M—2026-11-05
Kestra Advisory Services, LLC
INCREASED620,215565,676+54,539+10%$83.0M$90.1M+$7.2M2026-11-02
Citizens Financial Group Inc
DECREASED612,144654,418-42,274-6%$96.0M$88.9M-$7.0M2026-10-23
State of Michigan Retirement System
DECREASED602,337614,537-12,200-2%$90.1M$87.5M-$2.6M2026-10-27
TD Waterhouse Canada Inc.
INCREASED597,716580,218+17,498+3%$85.6M$86.2M+$559.5K2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED593,845585,467+8,378+1%$85.9M$86.3M+$420.9K2026-10-20
Candriam S.C.A.
DECREASED590,173656,423-66,250-10%$96.2M$86.1M-$10.1M2026-11-03
Bessemer Group Inc
DECREASED567,337862,646-295,309-34%$126.5M$82.4K-$126.4M2026-11-09
IFM Investors Pty Ltd
INCREASED554,432536,032+18,400+3%$78.6M$80.5M+$1.9M2026-10-14
Daymark Wealth Partners, LLC
INCREASED541,212529,215+11,997+2%$77.6M$78.6M+$1.0M2026-11-04
Midwest Trust Co
INCREASED529,870478,739+51,131+11%$70.2M$77.0M+$6.8M2026-10-22
Nisa Investment Advisors, LLC
DECREASED521,265554,824-33,559-6%$81.4M$75.7M-$5.6M2026-10-20
UniSuper Management Pty Ltd
DECREASED520,585651,463-130,878-20%$95.5M$75.6M-$19.9M2026-10-26
Daiwa Securities Group Inc.
INCREASED514,740507,378+7,362+1%$74.4M$74.8M+$379.5K2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED513,546514,324-7780%$75.4M$74.6M-$812.5K2026-11-03
Meyer Handelman Co
DECREASED501,995504,595-2,600-1%$74.0M$72.9M-$1.1M2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED489,542458,585+30,957+7%$67.2M$71.1M+$3.9M2026-10-19
Calamos Advisors LLC
INCREASED484,794477,265+7,529+2%$70.0M$70.4M+$444.7K2026-11-02
Capital Investment Advisors, LLC
INCREASED462,434445,373+17,061+4%$65.3M$67.2M+$1.9M2026-10-22
Old Republic International Corp
DECREASED461,331501,800-40,469-8%$73.7K$67.0K-$6.6K2026-10-26
Border to Coast Pensions Partnership Ltd
INCREASED446,129404,977+41,152+10%$59.3M$64.7K-$59.3M2026-10-09
Xponance LLC
INCREASED438,431414,347+24,084+6%$60.8M$63.7M+$2.9M2026-11-03
J. Safra Sarasin Holding AG
INCREASED435,203433,359+1,844+0%$62.7M$62.9M+$206.6K2026-10-26
Allworth Financial LP
INCREASED434,448393,037+41,411+11%$57.6M$63.7M+$6.1M2026-11-06
Neos Investment Management LLC
INCREASED434,107378,596+55,511+15%$55.5M$63.1M+$7.5M2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED430,987366,485+64,502+18%$53.7M$62.6M+$8.9M2026-10-08
Mawer Investment Management Ltd.
DECREASED427,512784,529-357,017-46%$115.0M$62.1M-$52.9M2026-11-06
Vontobel Holding Ltd.
INCREASED423,201266,219+156,982+59%$39.0M$61.5M+$22.4M2026-10-16
Rakuten Investment Management, Inc.
INCREASED417,480380,603+36,877+10%$56.5M$61.9M+$5.4M2026-10-30
Raiffeisen Bank International AG
DECREASED416,500433,797-17,297-4%$64.4M$61.8M-$2.6M2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED415,006417,142-2,136-1%$61.2M$60.3M-$877.6K2026-10-23
Hengehold Capital Management LLC
DECREASED411,678411,955-2770%$60.4M$59.8M-$600.5K2026-10-16
Vest Financial, LLC
DECREASED410,684419,636-8,952-2%$61.5M$59.7M-$1.9M2026-10-21
Amalgamated Bank
DECREASED408,943420,063-11,120-3%$61.6M$59.4K-$61.5M2026-10-23
Eastern Bank
DECREASED402,740427,106-24,366-6%$62.6M$58.5M-$4.1M2026-10-05
Mather Group, Llc.
INCREASED394,162356,652+37,510+11%$52.3M$57.3M+$5.0M2026-10-14
OFI Invest Asset Management
DECREASED391,188439,651-48,463-11%$56.8M$50.4M-$6.4M2026-11-06
Welch Group, LLC
INCREASED387,878379,476+8,402+2%$55.6M$56.4M+$704.6K2026-10-29
Boston Trust Walden Corp
DECREASED379,587407,243-27,656-7%$59.7M$55.1M-$4.6M2026-10-30
B. Metzler seel. Sohn & Co. AG
DECREASED374,881397,455-22,574-6%$58.3M$54.5M-$3.8M2026-10-30
Nichols & Pratt Advisers LLP
DECREASED373,131375,333-2,202-1%$55.0M$53.7M-$1.3M2026-10-13
Bowen Hanes & Co Inc
DECREASED366,172367,943-1,7710%$53.1M$53.2M+$51.8K2026-11-09
Factory Mutual Insurance Co
DECREASED351,937394,787-42,850-11%$57.9M$51.1M-$6.8M2026-10-30
Harbour Investments, Inc.
DECREASED351,263386,463-35,200-9%$56.7M$51.0M-$5.6M2026-11-09
Kornitzer Capital Management Inc
DECREASED350,991353,247-2,256-1%$51.8M$51.0M-$808.2K2026-11-03
New York Life Investment Management LLC
DECREASED346,692347,775-1,0830%$51.0M$50.4M-$630.3K2026-11-04
Armstrong Henry H Associates Inc
DECREASED346,080349,810-3,730-1%$51.3M$50.3M-$1.0M2026-10-07
Merit Financial Group, LLC
INCREASED345,413303,349+42,064+14%$44.5M$50.2M+$5.7M2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED342,918349,941-7,023-2%$51.3M$49.8M-$1.5M2026-11-09
Glenview Trust Co
DECREASED342,398362,346-19,948-6%$53.1M$49.7M-$3.4M2026-10-28
Savant Capital, LLC
DECREASED338,414381,163-42,749-11%$55.6M$49.2M-$6.4M2026-11-06
Avanza Fonder AB
INCREASED336,486302,384+34,102+11%$44.3M$48.9M+$4.5M2026-10-13
Saratoga Research & Investment Management
DECREASED326,836338,641-11,805-3%$49.7M$47.5M-$2.2M2026-10-16
Jefferies Financial Group Inc.
INCREASED322,70337,824+284,879+753%$5.5M$46.9M+$41.3M2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED315,785334,218-18,433-6%$49.0M$45.9M-$3.1M2026-10-23
Vaughan David Investments LLC
INCREASED314,401309,196+5,205+2%$45.3M$45.7K-$45.3M2026-11-05
HB Wealth Management, LLC
INCREASED307,626268,418+39,208+15%$39.4M$44.7M+$5.3M2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED305,774273,674+32,100+12%$40.3M$44.0M+$3.7M2026-11-04
Lido Advisors, LLC
INCREASED300,135280,384+19,751+7%$41.1M$43.6M+$2.5M2026-11-04
Great Lakes Advisors, LLC
INCREASED299,331291,315+8,016+3%$42.7M$43.5M+$768.4K2026-11-06
Country Trust Bank
DECREASED293,628328,258-34,630-11%$48.1M$42.7M-$5.5M2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED290,210307,834-17,624-6%$44.0K$41.0K-$3.0K2026-10-22
ABN Amro Investment Solutions
DECREASED289,652412,353-122,701-30%$60.5M$42.1M-$18.4M2026-10-21
Oregon Public Employees Retirement Fund
DECREASED285,733286,372-6390%$42.0M$41.5M-$482.3K2026-10-30
Gradient Investments LLC
INCREASED282,122267,216+14,906+6%$39.2M$41.0M+$1.8M2026-10-08
Smith Chas P & Associates PA Cpas
INCREASED280,827274,537+6,290+2%$40.3M$44.7M+$4.5M2026-10-22
State of Alaska, Department of Revenue
DECREASED278,269286,243-7,974-3%$42.0M$40.4K-$41.9M2026-10-15
Conning Inc.
INCREASED277,573271,892+5,681+2%$39.9M$40.3M+$455.6K2026-10-27
UMB Bank, n.a.
DECREASED275,431282,771-7,340-3%$41.5M$40.0M-$1.5M2026-11-06
Exchange Traded Concepts, LLC
INCREASED271,761191,674+80,087+42%$28.1M$39.5M+$11.4M2026-10-28
Atlas Capital Advisors Inc.
INCREASED271,181221+270,960+122606%$32.4K$40.1M+$40.1M2026-11-09
Yousif Capital Management, LLC
INCREASED270,807270,440+367+0%$39.7M$39.3M-$314.5K2026-10-22
Cullen T Bankers, Inc.
DECREASED268,249270,846-2,597-1%$39.7M$39.0M-$745.6K2026-10-28
Wealthfront Advisers LLC
INCREASED268,173267,186+987+0%$39.2M$39.0M-$220.0K2026-11-09
Carnegie Investment Counsel
INCREASED263,261252,406+10,855+4%$35.6M$36.8M+$1.2M2026-10-20
Park National Corp
DECREASED261,365289,695-28,330-10%$42.5M$38.0M-$4.5M2026-10-05
Corda Investment Management, Llc.
INCREASED256,279248,544+7,735+3%$36.4M$37.2M+$785.7K2026-10-22
Waters Parkerson & Co., LLC
INCREASED254,028246,911+7,117+3%$36.2M$36.9M+$698.2K2026-11-04
Mutual of America Capital Management LLC
INCREASED253,659240,113+13,546+6%$35.2M$36.9M+$1.6M2026-10-23
Illinois Municipal Retirement Fund
INCREASED246,112236,320+9,792+4%$34.7M$35.8M+$1.1M2026-11-05
Tandem Investment Advisors, Inc.
DECREASED242,729291,482-48,753-17%$42.7M$35.3M-$7.5M2026-11-04
Virginia Retirement Systems ET Al
DECREASED240,250257,950-17,700-7%$37.8M$34.9M-$2.9M2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED240,132254,820-14,688-6%$37.4M$34.9M-$2.5M2026-10-05
Washington Trust Bank
DECREASED240,059240,785-7260%$35.3M$34.9M-$432.9K2026-11-03
Pincus Capital Management, LP
UNCHANGED237,023237,02300%$34.8M$34.4M-$322.4K2026-11-09
Formidable Asset Management, LLC
DECREASED235,648252,440-16,792-7%$36.5M$34.6M-$1.9M2026-11-03
Regions Financial Corp
DECREASED233,143243,098-9,955-4%$35.6M$33.9M-$1.8M2026-11-05
Bokf, NA
DECREASED230,743254,024-23,281-9%$37.3M$33.5M-$3.7M2026-10-27
Cullinan Associates Inc
INCREASED224,739222,191+2,548+1%$32.6M$32.7M+$67.9K2026-11-03
D.A. Davidson & Co.
INCREASED224,320205,778+18,542+9%$30.2M$32.6M+$2.4M2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED223,638203,926+19,712+10%$29.9M$32.5M+$2.6M2026-11-02
First Financial Bank - Trust Division
INCREASED222,692215,249+7,443+3%$31.6M$32.4M+$788.6K2026-10-01
Associated Banc-Corp
INCREASED215,642215,309+333+0%$31.6M$31.3M-$244.4K2026-10-30
Mcdaniel Terry & Co
DECREASED215,113217,517-2,404-1%$31.9M$31.3M-$645.0K2026-11-05
Pinnacle Associates LTD
INCREASED214,714214,176+538+0%$31.4M$31.2M-$213.1K2026-10-20
ASR Vermogensbeheer N.V.
INCREASED212,576205,476+7,100+3%$30.1M$30.9M+$755.6K2026-10-16
Crossmark Global Holdings, Inc.
DECREASED211,935216,340-4,405-2%$31.7M$30.8M-$934.1K2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED209,975210,367-3920%$30.8M$30.5M-$343.0K2026-10-22
iA Global Asset Management Inc.
INCREASED209,7046,215+203,489+3274%$911.0K$30.5K-$880.5K2026-10-29
Journey Advisory Group, LLC
INCREASED207,753203,435+4,318+2%$29.8M$30.2M+$350.7K2026-11-04
Quadrant Capital Group LLC
DECREASED205,286216,003-10,717-5%$31.7M$31.4M-$257.7K2026-10-20
Prospera Financial Services Inc
DECREASED201,395244,751-43,356-18%$35.9M$32.6M-$3.4M2026-11-04
Generali Asset Management SPA SGR
INCREASED195,182183,125+12,057+7%$26.9M$28.4M+$1.5M2026-10-26
Central Trust Co
INCREASED194,446192,813+1,633+1%$28.3M$28.2M-$25.0K2026-11-05
Stone House Investment Management, LLC
DECREASED194,270205,993-11,723-6%$30.2M$28.2M-$2.0M2026-10-23
Clearstead Advisors, LLC
DECREASED193,592197,251-3,659-2%$28.9M$28.1M-$800.8K2026-11-06
Accurate Wealth Management, LLC
INCREASED191,625188,336+3,289+2%$27.7M$29.3M+$1.6M2026-10-20
Mizuho Securities USA LLC
INCREASED189,754182,303+7,451+4%$26.7M$27.5M+$804.2K2026-11-09
Kanawha Capital Management LLC
INCREASED189,129188,842+287+0%$27.7M$27.5M-$215.1K2026-10-19
Artemis Investment Management LLP
DECREASED183,103290,800-107,697-37%$42.6M$26.6M-$16.0M2026-10-08
Gulf International Bank (UK) Ltd
UNCHANGED181,505181,50500%$26.6M$26.4K-$26.6M2026-10-20
LVM Capital Management LTD
UNCHANGED181,395181,39500%$26.6K$26.4M+$26.3M2026-10-20
Concurrent Investment Advisors, LLC
DECREASED177,988186,683-8,695-5%$27.4M$25.9M-$1.5M2026-10-16
Busey Bank
DECREASED175,490176,651-1,161-1%$25.9M$25.5M-$408.8K2026-10-26
Cohen Klingenstein LLC
UNCHANGED173,730173,73000%$25.5M$25.2M-$236.3K2026-10-15
Farther Finance Advisors, LLC
INCREASED171,947159,364+12,583+8%$23.4M$25.0M+$1.6M2026-10-08
Arbejdsmarkedets Tillaegspension
DECREASED171,300195,500-24,200-12%$28.7M$24.9M-$3.8M2026-10-30
Trust Co of Vermont
INCREASED168,622167,914+708+0%$24.6M$24.5M-$125.5K2026-10-21
Smith Salley Wealth Management
INCREASED167,472165,153+2,319+1%$24.2M$24.3M+$112.3K2026-11-03
KCM Investment Advisors LLC
DECREASED166,816170,753-3,937-2%$25.0M$24.2M-$804.2K2026-10-27
Intech Investment Management LLC
INCREASED165,81490,689+75,125+83%$13.3M$24.1M+$10.8M2026-11-09
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED165,228167,265-2,037-1%$24.5M$24.0M-$523.4K2026-10-13
ZWJ Investment Counsel Inc
INCREASED164,581160,879+3,702+2%$23.6M$23.9M+$319.0K2026-10-15
Willis Investment Counsel
DECREASED164,370209,370-45,000-21%$30.7M$23.9M-$6.8M2026-10-20
Thrivent Financial for Lutherans
INCREASED164,257162,243+2,014+1%$23.8M$23.8K-$23.8M2026-11-05
Marble Harbor Investment Counsel, LLC
DECREASED160,313161,666-1,353-1%$23.7M$23.3M-$416.5K2026-11-06
Davenport & Co LLC
DECREASED157,610174,971-17,361-10%$25.7M$22.9M-$2.8M2026-10-14
Braun Stacey Associates Inc
INCREASED156,561155,687+874+1%$22.8M$22.7M-$84.8K2026-10-19
Crestwood Advisors Group, LLC
DECREASED152,594156,193-3,599-2%$22.9M$22.2M-$735.2K2026-10-27
Wesbanco Bank Inc
DECREASED151,631210,066-58,435-28%$30.8M$22.0M-$8.8M2026-11-04
Argent Trust Co
DECREASED150,876153,078-2,202-1%$22.4M$21.9M-$528.1K2026-11-09
Anchor Capital Advisors LLC
INCREASED150,30069,046+81,254+118%$10.1M$21.8M+$11.7M2026-11-05
Matrix Asset Advisors Inc
INCREASED149,907146,510+3,397+2%$21.5M$21.8M+$294.2K2026-10-13
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED148,161148,16100%$21.7M$21.5M-$201.5K2026-11-09
Oppenheimer & Co Inc
INCREASED147,635147,540+95+0%$21.6M$21.4M-$186.9K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED146,129144,174+1,955+1%$21.1M$21.2M+$88.0K2026-11-06
Maryland State Retirement & Pension System
INCREASED143,169125,686+17,483+14%$18.4M$20.8M+$2.4M2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED142,952143,239-2870%$21.0M$20.8M-$236.5K2026-11-05
First Horizon Corp
DECREASED142,883145,551-2,668-2%$21.3M$20.8M-$585.6K2026-10-26
Florida Trust Wealth Management Co
DECREASED142,739144,373-1,634-1%$21.2M$20.7M-$433.7K2026-11-05
Wilkins Investment Counsel Inc
INCREASED137,080136,480+600+0%$20.0M$19.9M-$98.4K2026-11-03
First Citizens Bank & Trust Co
DECREASED137,008140,067-3,059-2%$20.5M$19.9M-$634.9K2026-10-14
Alps Advisors Inc
DECREASED136,836143,519-6,683-5%$21.0M$19.9M-$1.2M2026-11-03
Farmers & Merchants Investments Inc
INCREASED136,696136,436+260+0%$20.0M$19.9M-$147.8K2026-10-22
First American Bank
DECREASED135,772138,091-2,319-2%$20.2M$19.7M-$524.7K2026-10-27
Community Trust & Investment Co
INCREASED134,885132,528+2,357+2%$19.4M$19.6M+$162.2K2026-10-15
Modera Wealth Management, LLC
DECREASED134,441138,075-3,634-3%$20.2M$19.5M-$715.8K2026-10-28
Visionary Wealth Advisors
DECREASED133,759133,855-960%$19.6M$19.4M-$196.0K2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED131,845131,746+99+0%$19.3M$19.2M-$164.8K2026-10-16
Vise Technologies, Inc.
INCREASED131,794114,399+17,395+15%$16.8M$19.1M+$2.4M2026-10-29
Moran Wealth Management, LLC
INCREASED131,040129,812+1,228+1%$19.0M$19.0M+$1.9K2026-10-22
Atria Investments, Inc
DECREASED129,903132,587-2,684-2%$19.4M$18.9M-$570.2K2026-10-15
Bailard, Inc.
DECREASED129,164135,388-6,224-5%$19.9M$18.8M-$1.1M2026-10-13
M Holdings Securities, Inc.
NEW128,061—+128,061——$19.6K—2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED127,660109,183+18,477+17%$16.0M$19.2M+$3.2M2026-10-13
CX Institutional
INCREASED127,36559,588+67,777+114%$8.7K$18.5K+$9.8K2026-10-02
Reynders McVeigh Capital Management, LLC
DECREASED126,593127,833-1,240-1%$18.7M$18.4M-$353.5K2026-10-30
Parthenon LLC
DECREASED124,733126,415-1,682-1%$18.5M$18.1M-$416.3K2026-10-22
Knuff & Co LLC
DECREASED124,591126,346-1,755-1%$18.5M$18.1M-$426.8K2026-11-06
Hartford Investment Management Co
DECREASED124,486128,831-4,345-3%$18.9M$18.1M-$806.5K2026-11-04
Souders Financial Advisors
DECREASED123,498126,320-2,822-2%$18.5M$17.9M-$581.8K2026-11-03
Intact Investment Management Inc.
DECREASED122,900135,100-12,200-9%$19.8M$17.9M-$2.0M2026-11-03
Fiera Capital Corp
INCREASED121,28566,669+54,616+82%$9.8M$17.6M+$7.8M2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED120,648123,997-3,349-3%$18.2M$17.5M-$655.1K2026-11-04
Forbes J M & Co LLP
INCREASED120,553120,006+547+0%$17.6M$17.5M-$83.7K2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED119,653119,982-3290%$17.6M$17.4M-$210.9K2026-10-23
Grandfield & Dodd, LLC
DECREASED119,359120,046-687-1%$17.6M$17.3M-$263.2K2026-10-29
Park Avenue Securities LLC
INCREASED117,224113,504+3,720+3%$16.6M$17.0K-$16.6M2026-10-26
SBI Securities Co., Ltd.
INCREASED115,968115,236+732+1%$16.9M$16.8M-$50.4K2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED115,660115,004+656+1%$16.9M$16.8M-$61.5K2026-10-15
New Mexico Educational Retirement Board
UNCHANGED115,568115,56800%$16.9M$16.8K-$16.9M2026-11-05
Louisiana State Employees Retirement System
DECREASED114,300119,000-4,700-4%$17.5M$16.6M-$844.7K2026-10-20
SteelPeak Wealth, LLC
INCREASED114,23593,581+20,654+22%$13.7M$16.6M+$2.9M2026-10-16
AIA Group Ltd
DECREASED113,755212,882-99,127-47%$31.2M$16.5M-$14.7M2026-10-30
Howland Capital Management LLC
DECREASED113,473125,547-12,074-10%$18.4M$16.5M-$1.9M2026-10-22
Choreo, LLC
DECREASED113,438119,834-6,396-5%$17.6M$16.5M-$1.1M2026-10-28
J.W. Cole Advisors, Inc.
INCREASED113,334113,085+249+0%$16.6M$16.5M-$117.6K2026-11-05
Union Bancaire Privee, UBP SA
INCREASED113,232113,055+177+0%$25.7M$28.2M+$2.5M2026-11-04
NBT Bank, N.A.
DECREASED113,155115,847-2,692-2%$17.0M$16.4M-$548.7K2026-10-21
Telos Capital Management, Inc.
DECREASED111,781112,178-3970%$16.4M$16.2M-$210.3K2026-11-02
Masterinvest Kapitalanlage GmbH
INCREASED111,35596,188+15,167+16%$14.1M$16.2M+$2.1M2026-11-03
Palisade Asset Management, LLC
DECREASED110,973111,203-2300%$16.3M$16.1M-$184.7K2026-11-03
Ninety One UK Ltd
DECREASED110,707251,985-141,278-56%$37.0M$16.1M-$20.9M2026-10-15
Moors & Cabot, Inc.
INCREASED109,901107,856+2,045+2%$15.8M$16.0M+$150.4K2026-11-06
Opus Capital Group, LLC
DECREASED109,037109,896-859-1%$16.1M$15.8K-$16.1M2026-10-30
Isthmus Partners, LLC
INCREASED108,953108,474+479+0%$15.9M$15.8M-$77.9K2026-10-21
Cornerstone Advisors, LLC
DECREASED107,457142,251-34,794-24%$20.9M$15.6M-$5.2M2026-11-06
Heritage Wealth Management, Inc.
DECREASED106,975125,340-18,365-15%$18.4M$15.5M-$2.8M2026-10-28
Cornerstone Wealth Management, LLC
DECREASED106,767109,823-3,056-3%$16.1M$15.5M-$593.3K2026-11-04
Shoker Investment Counsel, Inc.
DECREASED106,737106,814-770%$15.7M$15.5M-$156.6K2026-11-04
BLB&B Advisors, LLC
DECREASED106,311107,870-1,559-1%$15.8M$15.4M-$373.1K2026-10-27
Parsons Capital Management Inc
DECREASED106,001108,855-2,854-3%$16.0M$15.4M-$562.7K2026-10-28
Confluence Investment Management LLC
DECREASED105,136116,816-11,680-10%$17.1M$15.3M-$1.9M2026-10-01
Willow Creek Wealth Management Inc.
DECREASED105,044106,994-1,950-2%$15.7M$15.3M-$428.8K2026-10-26
Fidelity National Financial, Inc.
UNCHANGED105,000105,00000%$15.4M$15.3M-$142.8K2026-11-06
Franklin Street Advisors Inc
INCREASED104,691103,034+1,657+2%$15.1M$15.2M+$100.7K2026-10-13
Avity Investment Management Inc.
INCREASED103,046102,476+570+1%$15.0M$15.0M-$56.6K2026-10-09
Coldstream Capital Management Inc
INCREASED102,557100,516+2,041+2%$14.7M$14.9M+$159.7K2026-11-09
Apollon Wealth Management, LLC
INCREASED100,929100,455+474+0%$14.7M$14.7M-$67.7K2026-10-23
Fisher Funds Management LTD
UNCHANGED100,816100,81600%$14.8M$14.7M-$133.1K2026-10-13
Rockland Trust Co
DECREASED100,786102,828-2,042-2%$15.1M$14.6M-$436.5K2026-10-05
Altium Investment Strategies LLC
UNCHANGED100,702100,70200%$14.8M$15.4M+$604.2K2026-10-20
Salem Investment Counselors Inc
DECREASED100,554101,173-619-1%$14.8M$14.6M-$227.5K2026-10-13
KMG Fiduciary Partners, LLC
DECREASED99,913102,937-3,024-3%$15.1M$14.5M-$579.4K2026-10-14
Banque Pictet & CIE SA
DECREASED99,362104,827-5,465-5%$15.4M$14.4M-$936.5K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED98,773103,578-4,805-5%$15.2M$14.3M-$839.0K2026-10-20
N.E.W. Advisory Services LLC
INCREASED97,41095,468+1,942+2%$14.0M$14.2M+$152.3K2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED97,18593,187+3,998+4%$13.7M$14.1M+$454.6K2026-11-05
Buck Wealth Strategies, LLC
INCREASED97,02794,392+2,635+3%$13.8M$14.1M+$254.5K2026-10-28
Hantz Financial Services, Inc.
INCREASED96,64796,462+185+0%$14.1M$14.0K-$14.1M2026-11-09
BCS Wealth Management
INCREASED95,81095,712+98+0%$14.0M$13.9M-$116.0K2026-11-03
Stockman Wealth Management, Inc.
INCREASED95,65891,139+4,519+5%$13.4M$13.9M+$532.6K2026-10-27
Allied Investment Advisors, LLC
INCREASED95,58991,467+4,122+5%$13.4M$13.9M+$474.4K2026-10-13
Richard C. Young & Co., Ltd.
DECREASED95,45898,835-3,377-3%$14.5M$13.9M-$624.9K2026-11-04
HFR Wealth Management, LLC
DECREASED95,41397,734-2,321-2%$14.3M$13.9M-$470.1K2026-11-09
Nixon Peabody Trust Co
INCREASED94,64192,565+2,076+2%$13.6M$13.7M+$175.7K2026-10-23
Stack Financial Management, Inc
DECREASED94,41994,993-574-1%$13.9M$13.7M-$212.7K2026-11-02
MGO One Seven LLC
DECREASED93,340101,276-7,936-8%$14.9M$13.6M-$1.3M2026-10-28
IFP Advisors, Inc
INCREASED93,29687,479+5,817+7%$12.8M$13.6M+$726.1K2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED93,09298,154-5,062-5%$14.4M$13.5M-$868.9K2026-10-16
Thompson Siegel & Walmsley LLC
DECREASED92,93792,944-70%$13.6M$13.5K-$13.6M2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED92,33660,815+31,521+52%$8.9M$13.4M+$4.5M2026-10-22
Harfst & Associates, Inc.
INCREASED92,12091,918+202+0%$13.5M$13.4M-$95.7K2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED92,059163,065-71,006-44%$24.1M$13.6M-$10.5M2026-10-29
Trillium Asset Management, LLC
DECREASED91,68394,025-2,342-2%$13.8M$13.3M-$468.0K2026-11-09
E. Ohman J:or Asset Management AB
INCREASED91,21889,318+1,900+2%$13.1M$13.3M+$154.6K2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED90,97984,687+6,292+7%$12.4M$14.3M+$2.0M2026-10-21
Birch Hill Investment Advisors LLC
INCREASED90,70990,519+190+0%$13.3M$13.2M-$95.5K2026-10-16
Talbot Financial, LLC
DECREASED90,672104,075-13,403-13%$15.3M$13.2M-$2.1M2026-10-19
Covea Finance
INCREASED89,85064,050+25,800+40%$9.4M$13.1M+$3.7M2026-10-21
Hendershot Investments Inc.
INCREASED89,75187,770+1,981+2%$12.9M$13.0M+$168.4K2026-11-05
Woodmont Investment Counsel LLC
INCREASED89,66988,342+1,327+2%$13.0M$13.0M+$72.7K2026-10-29
Soltis Investment Advisors LLC
INCREASED89,37864,039+25,339+40%$9.4M$13.0M+$3.6M2026-10-28
Northeast Investment Management
DECREASED89,05689,433-3770%$13.1M$12.9M-$176.4K2026-10-30
Wedbush Securities Inc
DECREASED88,21592,508-4,293-5%$13.6M$12.8K-$13.6M2026-10-22
Guyasuta Investment Advisors Inc
DECREASED87,62288,689-1,067-1%$13.0M$12.7M-$275.6K2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED87,53384,092+3,441+4%$12.3M$12.7M+$385.5K2026-10-26
Ritholtz Wealth Management
INCREASED87,35686,183+1,173+1%$12.6M$12.7M+$53.2K2026-11-05
Wendell David Associates Inc
DECREASED87,07388,035-962-1%$12.9M$12.7K-$12.9M2026-10-27
Dana Investment Advisors, Inc.
DECREASED87,06787,948-881-1%$12.9M$12.6M-$247.6K2026-11-06
GHP Investment Advisors, Inc.
INCREASED86,94586,325+620+1%$12.7M$12.6M-$27.2K2026-10-15
Weatherly Asset Management L. P.
INCREASED86,69784,780+1,917+2%$12.4M$12.6M+$163.2K2026-10-20
Hennessy Advisors Inc
INCREASED86,50085,600+900+1%$12.6M$12.6M+$14.3K2026-10-28
Sky Investment Group LLC
INCREASED86,37066,967+19,403+29%$9.8M$12.5M+$2.7M2026-10-30
LEE Danner & Bass Inc
INCREASED86,16785,809+358+0%$12.6M$12.5M-$64.7K2026-10-27
Lynch & Associates
DECREASED85,64985,971-3220%$12.6M$12.4M-$163.7K2026-10-13
Carlson Capital, L.P.
DECREASED85,371144,934-59,563-41%$21.3M$12.4M-$8.9M2026-11-09
MCF Advisors LLC
DECREASED84,98689,770-4,784-5%$13.2M$12.3M-$817.1K2026-10-28
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED84,26274,498+9,764+13%$10.9M$12.2M+$1.3M2026-11-06
Verity & Verity, LLC
INCREASED84,14482,684+1,460+2%$12.1M$12.2M+$99.7K2026-10-23
Legacy Financial Advisors, Inc.
INCREASED83,98782,311+1,676+2%$12.1M$12.2M+$131.5K2026-11-09
Baxter Bros Inc
DECREASED83,44984,429-980-1%$12.4M$12.1M-$257.2K2026-11-04
Ramsay, Stattman, Vela & Price, Inc.
INCREASED83,08881,679+1,409+2%$12.0M$12.1M+$93.6K2026-10-19
Trust Co of Toledo NA
DECREASED82,27885,020-2,742-3%$12.5M$12.0M-$514.0K2026-10-16
Lowe Brockenbrough & Co Inc
DECREASED82,21582,514-2990%$12.1M$11.9M-$156.1K2026-11-09
Cidel Asset Management Inc
DECREASED81,78695,112-13,326-14%$13.9M$11.9M-$2.1M2026-10-29
Signaturefd, LLC
INCREASED80,70270,524+10,178+14%$10.3M$11.7M+$1.4M2026-10-23
Sapient Capital LLC
DECREASED80,57380,771-1980%$11.8M$11.7M-$138.6K2026-10-08
Camden National Bank
DECREASED80,27380,379-1060%$11.8M$11.7M-$124.7K2026-11-02
Ledyard National Bank
DECREASED80,20081,128-928-1%$11.9M$11.7M-$245.2K2026-10-21
Americana Partners, LLC
INCREASED80,07176,659+3,412+4%$11.2M$11.6M+$391.4K2026-10-28
Viking Fund Management LLC
UNCHANGED80,00080,00000%$11.7M$11.6M-$108.8K2026-10-14
LBP AM SA
INCREASED79,62210,287+69,335+674%$1.5M$11.6M+$10.1M2026-11-06
Ethic Inc.
INCREASED79,20058,249+20,951+36%$8.5M$11.5M+$3.0M2026-11-03
Ascent Group, LLC
DECREASED79,16180,751-1,590-2%$11.8M$11.5M-$340.6K2026-10-30
Great Diamond Partners, LLC
DECREASED78,53678,819-2830%$11.6M$11.4M-$148.3K2026-10-13
Azzad Asset Management Inc
INCREASED78,10075,447+2,653+4%$11.1M$11.3M+$282.8K2026-11-04
Valeo Financial Advisors, LLC
DECREASED78,09778,365-2680%$11.5M$11.3M-$145.4K2026-10-08
Tectonic Advisors LLC
INCREASED78,03071,369+6,661+9%$10.5M$11.3M+$870.5K2026-10-22
Washington Trust Co
DECREASED77,92378,282-3590%$11.5M$11.3M-$158.7K2026-10-22
Nwam LLC
DECREASED77,56877,827-2590%$11.4M$11.3M-$143.6K2026-11-09
Oppenheimer Asset Management Inc.
DECREASED77,03286,605-9,573-11%$12.7M$11.2M-$1.5M2026-10-27
Capital Investment Counsel, Inc
DECREASED76,90577,598-693-1%$11.4M$11.2M-$206.2K2026-10-20
Cohen Capital Management, Inc.
UNCHANGED75,62775,62700%$11.1M$11.0M-$102.9K2026-10-14
Principle Wealth Partners LLC
INCREASED75,60174,709+892+1%$11.0M$11.0M+$27.9K2026-11-02
Highland Capital Management, LLC
DECREASED75,13575,704-569-1%$11.1M$10.9M-$185.7K2026-10-26
Canandaigua National Bank & Trust Co
DECREASED75,06675,791-725-1%$11.1M$10.9M-$208.4K2026-10-07
Heritage Investors Management Corp
INCREASED74,95574,273+682+1%$10.9M$10.9K-$10.9M2026-10-29
Motco
DECREASED74,80274,863-610%$11.0M$10.9M-$110.7K2026-11-09
Joel Isaacson & Co., LLC
INCREASED73,64272,007+1,635+2%$10.6M$10.7M+$139.6K2026-11-05
Praxis Investment Management Inc
UNCHANGED72,99772,99700%$10.7M$10.6K-$10.7M2026-11-03
Mission Wealth Management, LP
DECREASED71,94983,622-11,673-14%$12.3M$10.5M-$1.8M2026-10-15
First Merchants Corp
DECREASED71,87174,084-2,213-3%$10.9M$10.4M-$422.3K2026-10-15
Woodstock Corp
DECREASED71,86872,203-3350%$10.6M$10.4M-$146.8K2026-10-13
North Dakota State Investment Board
INCREASED71,42468,746+2,678+4%$10.1M$10.4M+$295.6K2026-10-27
Brighton Jones LLC
INCREASED71,34554,325+17,020+31%$8.0M$10.4M+$2.4M2026-11-03
Burney Co/
DECREASED71,24672,022-776-1%$10.6M$10.4M-$210.7K2026-10-15
Narwhal Capital Management
DECREASED71,11486,077-14,963-17%$12.6M$10.3M-$2.3M2026-11-04
Cane Capital Partners, LLC
DECREASED70,80673,134-2,328-3%$10.7M$10.3M-$437.7K2026-10-23
BAR Harbor Wealth Management
DECREASED70,53570,664-1290%$10.4M$10.2M-$114.8K2026-10-21
Montag A & Associates Inc
INCREASED70,37868,914+1,464+2%$10.1M$10.2M+$119.0K2026-10-29
Adams Diversified Equity Fund, Inc.
UNCHANGED70,24970,24900%$10.3M$10.2M-$95.5K2026-10-21
Venture Visionary Partners LLC
INCREASED70,10569,409+696+1%$10.2M$10.2M+$6.8K2026-10-07
Allen Investment Management, LLC
DECREASED69,62569,698-730%$10.2M$10.1M-$105.4K2026-11-03
West Branch Capital LLC
INCREASED69,45468,939+515+1%$10.1M$10.1M-$18.9K2026-10-20
Strategic Wealth Investment Group, LLC
DECREASED69,45371,103-1,650-2%$10.4M$10.1M-$336.4K2026-10-29
Great Valley Advisor Group, Inc.
INCREASED69,15367,959+1,194+2%$10.0M$10.0M+$80.5K2026-11-09
Commonwealth Retirement Investments LLC
INCREASED68,46266,714+1,748+3%$9.8M$9.9M+$163.3K2026-10-26
Perryman Financial Advisory Inc
INCREASED68,33466,793+1,541+2%$9.8M$9.9M+$133.1K2026-10-16
First Fiduciary Investment Counsel, Inc.
DECREASED68,11168,684-573-1%$10.1M$9.9K-$10.1M2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED67,95666,563+1,393+2%$9.8M$9.9M+$111.9K2026-10-27
L. Roy Papp & Associates, LLP
INCREASED67,30067,086+214+0%$9.8M$9.8M-$60.1K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED67,13065,741+1,389+2%$9.6M$9.8M+$112.5K2026-11-03
Tctc Holdings, LLC
INCREASED66,65166,330+321+0%$9.7M$9.7M-$43.5K2026-11-02
Valmark Advisers, Inc.
INCREASED66,57065,724+846+1%$9.6M$9.7M+$33.5K2026-11-06
Diversified Trust Co
INCREASED66,52055,420+11,100+20%$8.1M$9.7M+$1.5M2026-11-06
Simplicity Wealth,LLC
INCREASED66,51664,292+2,224+3%$9.4M$9.7M+$235.7K2026-10-23
Freestone Capital Holdings, LLC
DECREASED66,23583,329-17,094-21%$12.2M$9.6M-$2.6M2026-11-09
Kavar Capital Partners Group, LLC
DECREASED66,12066,498-378-1%$9.8M$9.6M-$145.4K2026-11-06
Acropolis Investment Management, LLC
DECREASED65,43765,959-522-1%$9.7M$9.5M-$165.5K2026-10-08
Compound Planning, Inc.
DECREASED65,04969,303-4,254-6%$10.2M$9.5M-$712.5K2026-11-09
Money Concepts Capital Corp
INCREASED64,80261,384+3,418+6%$9.0M$9.4M+$413.2K2026-11-06
HBK Sorce Advisory LLC
DECREASED64,66866,452-1,784-3%$9.8M$10.8M+$1.1M2026-11-06
Cardinal Capital Management
INCREASED64,46459,816+4,648+8%$8.8M$9.4M+$593.9K2026-10-21
Thompson Investment Management, Inc.
DECREASED64,38964,779-390-1%$9.5M$9.4M-$144.6K2026-10-14
Thomas Story & SON LLC
INCREASED64,34564,110+235+0%$9.4M$9.3M-$53.0K2026-10-13
Gamma Investing LLC
INCREASED64,33960,218+4,121+7%$8.8M$9.3M+$516.8K2026-10-08
Advocate Group LLC
DECREASED64,04264,837-795-1%$9.5M$9.3M-$203.7K2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED63,90562,179+1,726+3%$9.1M$9.3M+$166.2K2026-10-26
Plato Investment Management Ltd
DECREASED63,40168,665-5,264-8%$10.0M$9.2M-$763.6K2026-11-05
Smithfield Trust Co
DECREASED62,96363,493-530-1%$9.3M$9.2K-$9.3M2026-11-09
Kellett Wealth Advisors, LLC
DECREASED62,64064,022-1,382-2%$9.4M$9.1M-$287.8K2026-10-15
Parallel Advisors, LLC
DECREASED62,49163,856-1,365-2%$9.4M$9.1M-$285.2K2026-11-03
SS&H Financial Advisors, Inc.
DECREASED62,34763,410-1,063-2%$9.3M$9.1K-$9.3M2026-10-28
Gryphon Financial Partners LLC
DECREASED62,02362,945-922-1%$9.2M$9.0M-$219.5K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED62,02362,714-691-1%$9.3M$9.0M-$299.2K2026-10-13
Mattern Capital Management, LLC
INCREASED61,85261,179+673+1%$9.0M$9.0M+$14.6K2026-11-02
Tufton Capital Management
DECREASED61,66562,388-723-1%$9.1M$9.0K-$9.1M2026-10-20
Schmidt P J Investment Management Inc
INCREASED61,34160,513+828+1%$8.9M$8.9M+$38.0K2026-11-02
Brookstone Capital Management
DECREASED61,17661,638-462-1%$9.0M$8.9M-$150.9K2026-10-22
Stokes Capital Advisors, LLC
INCREASED61,06860,865+203+0%$8.9M$8.9M-$53.3K2026-10-09
Confluence Wealth Services, Inc.
DECREASED60,44663,834-3,388-5%$9.4M$8.8M-$579.1K2026-11-05
Securian Asset Management, Inc
DECREASED60,37861,916-1,538-2%$9.3M$8.8M-$514.4K2026-11-06
Signal Advisors Wealth, LLC
INCREASED60,03952,410+7,629+15%$7.7M$8.7M+$1.0M2026-10-13
Windle Wealth, LLC
INCREASED59,96657,434+2,532+4%$8.4M$8.7M+$289.7K2026-11-09
Cornerstone Wealth Group, LLC
INCREASED59,81058,399+1,411+2%$8.6M$8.7M+$125.6K2026-11-02
Neville Rodie & Shaw Inc
DECREASED59,72660,443-717-1%$8.9K$8.7K-$1872026-10-05
CFC Planning Co LLC
NEW59,215—+59,215——$8.6M—2026-10-28
Edge Wealth Management LLC
INCREASED59,05158,922+129+0%$8.6M$8.6M-$2.5K2026-10-13
Greenleaf Trust
DECREASED59,02962,507-3,478-6%$9.2M$8.6M-$590.3K2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED58,62856,092+2,536+5%$8.2M$8.5M+$292.1K2026-10-23
Culbertson A N & Co Inc
INCREASED58,39757,507+890+2%$8.4M$8.5M+$51.1K2026-10-21
Parcion Private Wealth LLC
INCREASED58,19053,945+4,245+8%$7.9M$8.5M+$543.4K2026-10-28
Cutler Investment Counsel LLC
DECREASED58,12059,169-1,049-2%$8.7M$8.4M-$232.8K2026-10-28
Marco Investment Management LLC
DECREASED57,97659,109-1,133-2%$8.7M$8.4M-$245.0K2026-11-09
Sigma Planning Corp
DECREASED57,80958,305-496-1%$8.5M$8.4M-$142.7K2026-10-23
Morningstar Investment Management LLC
INCREASED57,61556,539+1,076+2%$8.2M$8.4M+$203.8K2026-11-09
Lmcg Investments, LLC
DECREASED57,47174,227-16,756-23%$10.9M$8.3M-$2.5M2026-10-21
Perigon Wealth Management, LLC
DECREASED57,31474,029-16,715-23%$10.9M$8.3M-$2.5M2026-10-22
Hamel Associates, Inc.
DECREASED57,17857,457-2790%$8.4M$8.3M-$111.1K2026-11-06
Canada Post Corp Registered Pension Plan
DECREASED57,10361,640-4,537-7%$9.0M$8.5M-$569.4K2026-11-09
Kintegral Advisory, LLC
INCREASED56,62256,302+320+1%$8.3M$8.2M-$30.1K2026-10-16
M. Kraus & Co
DECREASED56,60557,760-1,155-2%$8.5M$8.2M-$246.4K2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED56,58455,397+1,187+2%$8.1M$8.2M+$97.1K2026-11-05
Carroll Advisory Group, LLC
INCREASED56,47656,399+77+0%$8.3M$8.2M-$65.5K2026-10-16
Meridian Wealth Management, LLC
DECREASED56,38856,947-559-1%$8.4M$8.2M-$158.6K2026-11-05
Naples Global Advisors, LLC
INCREASED56,32356,075+248+0%$8.2M$8.2M-$40.1K2026-11-05
Foundation Wealth Management, LLC
NEW55,991—+55,991——$8.1M—2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED55,46251,157+4,305+8%$7.5M$8.1K-$7.5M2026-10-19
Avantax Planning Partners, Inc.
INCREASED55,45753,525+1,932+4%$7.8M$8.1M+$207.9K2026-11-03
Community Bank, N.A.
INCREASED55,30954,609+700+1%$8.0M$8.0M+$27.4K2026-11-06
Everett Harris & Co
UNCHANGED55,16455,16400%$8.1M$8.0M-$75.0K2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
DECREASED54,981118,217-63,236-53%$17.3M$8.0M-$9.3M2026-10-30
Axxcess Wealth Management, LLC
DECREASED54,41887,719-33,301-38%$12.9M$7.9M-$5.0M2026-10-21
Caldwell Trust Co
DECREASED54,27958,205-3,926-7%$8.5M$7.9M-$649.5K2026-10-30
Hunter Associates Investment Management LLC
INCREASED53,52553,269+256+0%$7.8M$7.8K-$7.8M2026-10-26
Alerus Financial NA
INCREASED53,51551,322+2,193+4%$7.5M$7.8M+$248.8K2026-11-09
Joseph Group Capital Management
INCREASED53,14549,791+3,354+7%$7.3M$7.7M+$419.6K2026-11-04
Lockheed Martin Investment Management Co
DECREASED53,11094,790-41,680-44%$13.9M$7.7M-$6.2M2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED52,85851,635+1,223+2%$7.6M$7.7M+$107.3K2026-10-14
Baker Chad R
UNCHANGED52,71052,71000%$7.7M$7.7M-$71.7K2026-10-22
Tompkins Financial Corp
DECREASED52,60852,634-260%$7.7M$7.6M-$75.4K2026-10-05
CWA Asset Management Group, LLC
DECREASED52,57553,343-768-1%$7.8M$7.6M-$184.1K2026-10-19
SouthState Bank Corp
DECREASED52,49156,738-4,247-7%$8.3M$7.6M-$694.2K2026-11-09
Stablepoint Partners, LLC
INCREASED52,32949,683+2,646+5%$7.3M$7.6M+$316.9K2026-11-03
V-Square Quantitative Management LLC
INCREASED52,28649,623+2,663+5%$7.3M$7.6M+$319.4K2026-10-15
VAN Strum & Towne Inc.
INCREASED52,24351,173+1,070+2%$7.5M$7.6M+$85.9K2026-11-06
Hall Laurie J Trustee
DECREASED52,12952,212-830%$7.7M$7.6M-$83.1K2026-10-06
Independence Bank of Kentucky
DECREASED51,99152,509-518-1%$7.7M$7.6M-$146.7K2026-10-26
Towne Trust Company, N.a
DECREASED51,98055,019-3,039-6%$8.1M$7.6M-$516.3K2026-10-28
Appleton Partners Inc
DECREASED51,92352,716-793-1%$7.7M$7.5K-$7.7M2026-10-30
Bell Bank
DECREASED51,76372,718-20,955-29%$10.7M$7.5M-$3.1M2026-10-21
Mitchell Sinkler & Starr
DECREASED51,62651,762-1360%$7.6M$7.5M-$90.3K2026-10-13
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED51,45851,677-2190%$7.6M$7.5M-$102.2K2026-10-30
Community Financial Services Group, LLC
DECREASED51,21451,504-290-1%$7.6M$7.4M-$221.0K2026-10-15
LaFleur & Godfrey LLC
INCREASED50,99550,375+620+1%$7.4M$7.4M+$21.6K2026-10-27
Burns J W & Co Inc
DECREASED50,96652,031-1,065-2%$7.6M$7.4M-$225.6K2026-10-20
Sawgrass Asset Management LLC
DECREASED50,85052,149-1,299-2%$7.6M$7.4M-$259.6K2026-11-03
Chicago Partners Investment Group LLC
INCREASED50,79241,085+9,707+24%$6.0M$8.2M+$2.1M2026-10-27
Martin Capital Partners, LLC
INCREASED50,77350,645+128+0%$7.4M$7.4M-$50.3K2026-10-07
Blue Trust, Inc.
DECREASED50,72854,877-4,149-8%$8.0M$7.4M-$677.5K2026-10-15
HUB Investment Partners, LLC
INCREASED50,70149,427+1,274+3%$7.2M$7.4M+$117.8K2026-11-03
Leavell Investment Management, Inc.
INCREASED50,67548,755+1,920+4%$7.1M$7.4M+$212.7K2026-11-09
CoreCap Advisors, LLC
DECREASED50,52750,646-1190%$7.4M$7.3M-$86.0K2026-10-08
Lazard Freres Gestion S.A.S.
UNCHANGED50,50050,50000%$7.4M$7.3K-$7.4M2026-11-03
Financial & Tax Architects, LLC
INCREASED50,34148,372+1,969+4%$7.1M$7.3M+$220.4K2026-10-15
Eagle Global Advisors LLC
INCREASED50,12650,123+3+0%$7.4M$7.3M-$67.7K2026-11-02
SVB Wealth LLC
DECREASED49,94053,875-3,935-7%$7.9M$7.3M-$644.9K2026-11-06
Cincinnati Financial Corp
UNCHANGED49,90049,90000%$7.3M$7.2M-$67.9K2026-11-03
Nicholas Company, Inc.
INCREASED49,86846,763+3,105+7%$6.9M$7.2M+$387.5K2026-11-05
Lanark Financial, Inc.
DECREASED49,71149,750-390%$7.3M$7.2M-$73.4K2026-10-26
Aegon Asset Management UK PLC
DECREASED49,61749,655-380%$7.3M$7.2M-$73.1K2026-11-04
Goelzer Investment Management, Inc.
DECREASED49,41751,364-1,947-4%$7.5M$7.2M-$352.7K2026-10-16
Tema Etfs LLC
INCREASED49,40548,479+926+2%$7.1M$7.2M+$68.6K2026-10-16
RFG Advisory, LLC
INCREASED49,02038,706+10,314+27%$5.7M$7.1M+$1.4M2026-11-03
Verdence Capital Advisors LLC
INCREASED48,65944,834+3,825+9%$6.6M$7.1M+$494.7K2026-10-26
City Holding Co
DECREASED48,53651,233-2,697-5%$7.5M$7.1M-$461.5K2026-10-19
Eastover Investment Advisors LLC
INCREASED48,47047,687+783+2%$7.0M$7.0M+$48.9K2026-10-05
AMG National Trust Bank
DECREASED48,43948,656-2170%$7.1M$7.0M-$97.6K2026-11-05
Rossmore Private Capital
DECREASED48,06548,101-360%$7.1M$7.0M-$70.6K2026-10-27
Chemung Canal Trust Co
DECREASED47,82148,099-278-1%$7.1M$6.9M-$105.8K2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED47,64245,994+1,648+4%$6.7M$6.9M+$176.9K2026-11-04
Sunbeam Capital Management, LLC
DECREASED47,58247,755-1730%$7.0M$6.9M-$90.1K2026-11-05
Wespac Advisors SoCal, LLC
INCREASED47,46844,135+3,333+8%$6.5M$6.9M+$424.2K2026-10-13
Level Four Advisory Services, LLC
DECREASED47,40952,096-4,687-9%$7.6M$6.9M-$751.8K2026-11-06
Founders Financial Securities LLC
INCREASED47,21345,855+1,358+3%$6.7M$6.9M+$134.8K2026-10-28
Citizens National Bank Trust Department
DECREASED46,91847,242-324-1%$6.9M$6.8M-$111.3K2026-11-04
Impact Capital Partners LLC
DECREASED46,84546,966-1210%$6.9M$6.8M-$81.4K2026-10-22
GAM Holding AG
DECREASED46,58949,489-2,900-6%$7.3M$6.8M-$488.6K2026-11-03
Coston, McIsaac & Partners
INCREASED46,55246,307+245+1%$6.7M$6.8M+$73.0K2026-11-06
Laurel Wealth Advisors LLC
DECREASED46,38046,728-348-1%$6.9M$6.7M-$114.2K2026-10-27
Harbor Capital Advisors, Inc.
INCREASED46,31846,189+129+0%$6.8M$6.7K-$6.8M2026-10-22
Slocum, Gordon & Co LLP
DECREASED46,26647,795-1,529-3%$7.0M$6.7M-$287.1K2026-10-19
AlphaCore Capital LLC
INCREASED46,20538,279+7,926+21%$5.6M$6.7M+$1.1M2026-11-04
Old National Bancorp
DECREASED45,92748,386-2,459-5%$7.1M$6.7M-$423.0K2026-10-20
StoneX Group Inc.
INCREASED45,91140,114+5,797+14%$5.9M$6.7M+$787.2K2026-11-03
Nelson Capital Management, LLC
DECREASED45,87346,778-905-2%$6.9M$6.7M-$195.2K2026-11-09
JGP Wealth Management, LLC
INCREASED45,86343,808+2,055+5%$6.4M$6.7M+$238.9K2026-10-13
Belpointe Asset Management LLC
DECREASED45,74948,859-3,110-6%$7.2M$6.6M-$518.3K2026-11-09
Chesley Taft & Associates LLC
INCREASED45,43145,295+136+0%$6.6M$6.6M-$41.9K2026-10-13
Carret Asset Management, LLC
DECREASED45,42945,531-1020%$6.7M$6.6M-$76.7K2026-11-04
Monarch Capital Management Inc
DECREASED45,26445,496-232-1%$6.7M$6.6M-$95.6K2026-10-19
Pioneer Trust Bank N A
DECREASED45,02045,192-1720%$6.6M$6.5M-$86.4K2026-11-06
Financial Freedom, LLC
INCREASED44,75737,971+6,786+18%$5.6M$6.5M+$934.1K2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED44,67845,548-870-2%$6.7M$6.5M-$188.3K2026-11-05
Royal Fund Management, LLC
INCREASED44,62942,310+2,319+5%$6.2M$6.5M+$279.4K2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED44,47144,484-130%$6.5M$6.5M-$62.5K2026-10-22
First National Trust Co
DECREASED44,36148,036-3,675-8%$7.0M$6.4M-$599.2K2026-10-28
Clear Harbor Asset Management, LLC
INCREASED43,97640,592+3,384+8%$6.0M$6.4M+$436.4K2026-11-05
American National Bank & Trust
DECREASED43,86451,390-7,526-15%$7.5M$6.4M-$1.2M2026-10-07
Crew Capital Management, Ltd
DECREASED43,82243,858-360%$6.4M$6.4M-$64.8K2026-10-28
Harvey Investment Co LLC
DECREASED43,58643,886-300-1%$6.4M$6.3K-$6.4M2026-10-20
Schaper Benz & Wise Investment Counsel Inc
INCREASED43,37040,769+2,601+6%$6.0M$6.3M+$322.4K2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED43,23835,208+8,030+23%$5.2M$6.3M+$1.1M2026-10-29
Hennion & Walsh Asset Management, Inc.
INCREASED43,04942,359+690+2%$6.2M$6.3M+$42.6K2026-10-13
Selby Wealth Management, LLC
UNCHANGED42,97742,97700%$6.3M$6.2M-$58.4K2026-10-16
Emerald Investment Advisers, LLC
INCREASED42,87241,706+1,166+3%$6.1M$6.2M+$112.7K2026-11-09
Flagship Harbor Advisors, LLC
INCREASED42,86941,217+1,652+4%$6.0M$6.2M+$184.1K2026-10-26
Hendley & Co Inc
DECREASED42,78443,566-782-2%$6.4K$6.2K-$1732026-10-29
Inspire Trust Co, N.A.
INCREASED42,50033,000+9,500+29%$4.8M$6.2M+$1.3M2026-11-05
Phoenix Financial Ltd.
INCREASED42,29434,319+7,975+23%$5.0M$6.1M+$1.1M2026-11-09
James Investment Research, Inc.
DECREASED42,08058,604-16,524-28%$8.6M$6.1M-$2.5M2026-10-22
Altrius Capital Management Inc
INCREASED41,85438,851+3,003+8%$5.7M$6.1M+$383.4K2026-11-05
Kesler, Norman & Wride, LLC
INCREASED41,35541,233+122+0%$6.0M$6.0M-$38.2K2026-11-06
Pine Valley Investments Ltd Liability Co
DECREASED41,21441,979-765-2%$6.2M$6.0M-$168.3K2026-11-09
Trace Wealth Advisors, LLC
INCREASED41,10440,977+127+0%$6.0M$6.0M-$37.3K2026-10-30
Toth Financial Advisory Corp
DECREASED41,03244,114-3,082-7%$6.5M$6.0M-$507.7K2026-10-08
First Premier Bank
DECREASED41,01842,353-1,335-3%$6.2K$6.0K-$2512026-10-13
Whitener Capital Management, Inc.
INCREASED40,99739,289+1,708+4%$5.8M$6.0M+$194.7K2026-10-15
Moody Lynn Lieberson & Walker, LLC
DECREASED40,88042,696-1,816-4%$6.3M$5.9M-$321.9K2026-10-14
Southland Equity Partners LLC
DECREASED40,81041,347-537-1%$6.1M$5.9M-$134.2K2026-10-14
Addison Capital Co
DECREASED40,47043,666-3,196-7%$6.4M$5.9M-$523.7K2026-11-09
Courier Capital LLC
INCREASED40,31839,835+483+1%$5.8M$5.9M+$16.1K2026-10-19
Jacobi Capital Management LLC
INCREASED40,28138,391+1,890+5%$5.6M$5.9M+$222.4K2026-11-05
AlTi Global, Inc.
INCREASED39,98637,438+2,548+7%$5.5M$5.8M+$319.3K2026-11-09
NTV Asset Management LLC
INCREASED39,75630,932+8,824+29%$4.5M$5.8M+$1.2M2026-10-23
North Star Investment Management Corp.
INCREASED39,75339,606+147+0%$5.8M$5.8M-$32.4K2026-10-27
J.P. Marvel Investment Advisors, LLC
DECREASED39,63639,646-100%$5.8M$5.8M-$55.4K2026-11-02
Avestar Capital, LLC
DECREASED39,44939,500-510%$5.8M$5.7M-$61.1K2026-10-28
Capital City Trust Co
DECREASED39,24539,495-250-1%$5.8M$5.7M-$90.0K2026-10-22
Addenda Capital Inc.
UNCHANGED39,20039,20000%$5.7M$5.7M-$53.3K2026-10-13
Boston Common Asset Management, LLC
INCREASED39,10429,301+9,803+33%$4.3M$5.7M+$1.4M2026-10-13
PDS Planning, Inc
INCREASED39,09937,838+1,261+3%$5.5M$5.7M+$131.7K2026-11-03
Chicago Capital, LLC
INCREASED39,06738,954+113+0%$5.7M$5.7M-$36.6K2026-10-13
Integrated Advisors Network LLC
DECREASED38,88240,437-1,555-4%$5.9M$5.6M-$280.9K2026-10-20
Sowell Financial Services LLC
INCREASED38,85138,164+687+2%$5.6M$5.6M+$47.9K2026-10-23
Pinkerton Wealth, LLC
INCREASED38,70635,719+2,987+8%$5.2M$5.6M+$464.0K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED38,65038,582+68+0%$5.7M$5.6M-$38.5K2026-10-30
Lakeside Advisors, Inc.
INCREASED38,58737,682+905+2%$5.5M$5.6M+$80.3K2026-10-20
Ipswich Investment Management Co., Inc.
DECREASED38,55838,878-320-1%$5.7M$5.6M-$99.4K2026-10-13
SP Asset Management LLC
DECREASED38,37739,886-1,509-4%$5.8M$5.6M-$273.5K2026-11-05
Baldwin Wealth Partners LLC
DECREASED38,28440,645-2,361-6%$6.0M$5.6M-$398.3K2026-10-13
True Freedom Investing, LLC
INCREASED38,19534,791+3,404+10%$5.0M$5.5M+$523.7K2026-10-29
Hudson Capital Management LLC
INCREASED38,15737,128+1,029+3%$5.4M$5.5M+$99.0K2026-10-20
Ayrshire Capital Management LLC
DECREASED38,09138,251-1600%$5.6M$5.5M-$75.2K2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED38,03139,306-1,275-3%$5.8M$5.5M-$238.7K2026-10-30
Sentinel Trust Co LBA
INCREASED38,01436,415+1,599+4%$5.3K$5.5K+$1832026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED37,95138,546-595-2%$5.7M$5.5M-$138.9K2026-10-13
Heritage Trust Co
INCREASED37,89236,964+928+3%$5.4M$5.5M+$84.6K2026-11-09
Pegasus Asset Management, Inc.
INCREASED37,80837,086+722+2%$5.4M$5.5M+$54.5K2026-11-03
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED37,70037,70000%$5.5M$5.5M-$51.3K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED37,49836,100+1,398+4%$5.3M$5.4M+$154.0K2026-10-29
Koshinski Asset Management, Inc.
DECREASED37,49238,317-825-2%$5.6M$5.4M-$171.8K2026-10-29
Smithbridge Asset Management Inc
DECREASED37,47937,991-512-1%$5.6M$5.4M-$126.1K2026-10-19
Machina Capital S.A.S.
INCREASED37,41529,381+8,034+27%$4.3M$5.4M+$1.1M2026-11-05
Silverlake Wealth Management LLC
DECREASED37,17137,709-538-1%$5.5M$5.4M-$129.5K2026-10-21
Duncker Streett & Co Inc
INCREASED36,99636,460+536+1%$5.3M$5.4M+$28.4K2026-10-27
Ashurst Perkins Coie Trust Co
DECREASED36,55136,673-1220%$5.4M$5.3M-$67.6K2026-10-15
Delta Financial Advisors LLC
INCREASED36,46836,294+174+0%$5.3M$5.3M-$24.2K2026-10-27
Private Trust Co NA
DECREASED36,42037,487-1,067-3%$5.5M$5.3M-$205.9K2026-10-20
Bath Savings Trust Co
DECREASED36,02937,206-1,177-3%$5.5M$5.2M-$221.6K2026-10-07
Aspiriant, LLC
INCREASED35,89830,016+5,882+20%$4.4M$5.2M+$813.7K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED35,88135,575+306+1%$5.2M$5.2M-$3.9K2026-10-22
Griffith & Werner, Inc.
INCREASED35,60231,769+3,833+12%$4.7M$5.2M+$513.3K2026-11-04
Studio Investment Management LLC
DECREASED35,55140,575-5,024-12%$5.9M$5.2M-$785.1K2026-10-22
MV Capital Management, Inc.
INCREASED35,53430,542+4,992+16%$4.5M$5.2M+$683.7K2026-10-29
Wedmont Private Capital
INCREASED35,49627,408+8,088+30%$4.0M$5.3M+$1.3M2026-10-09
Columbia Asset Management
DECREASED35,44036,481-1,041-3%$5.3M$5.1M-$200.9K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED35,42035,42000%$5.2M$5.2M$02026-10-15
Independent Investors Inc
UNCHANGED35,41535,41500%$5.2M$5.1M-$48.2K2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED35,33242,352-7,020-17%$6.2M$5.1M-$1.1M2026-10-14
Asset Advisors Investment Management, LLC
DECREASED35,28137,830-2,549-7%$5.5M$5.1M-$421.7K2026-10-19
WealthPlan Investment Management, LLC
INCREASED35,27628,084+7,192+26%$4.1M$5.1M+$1.0M2026-10-15
Benedict Financial Advisors Inc
DECREASED35,20135,285-840%$5.2M$5.1M-$60.2K2026-10-07
Bill Few Associates, Inc.
INCREASED35,18734,857+330+1%$5.1M$5.1M+$4552026-10-09
Procyon Advisors, LLC
DECREASED35,12938,353-3,224-8%$5.6M$5.1M-$520.6K2026-10-21
GFS Advisors, LLC
INCREASED35,08633,326+1,760+5%$16.2K$5.1M+$5.1M2026-11-03
Deane Retirement Strategies, Inc.
DECREASED35,07835,240-1620%$5.2M$5.1M-$69.9K2026-10-09
Mill Capital Management, LLC
DECREASED35,07235,311-239-1%$5.2M$5.1M-$82.7K2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED34,78634,78600%$5.1M$5.1M-$47.3K2026-10-13
Aviance Capital Partners, LLC
DECREASED34,62935,662-1,033-3%$5.2M$5.0M-$198.5K2026-10-29
Level Financial Advisors
INCREASED34,60234,579+23+0%$5.1M$5.0M-$43.7K2026-10-13
Western Wealth Management, LLC
DECREASED34,46743,360-8,893-21%$6.4M$5.0M-$1.4M2026-11-09
TD Private Client Wealth LLC
INCREASED34,24834,027+221+1%$5.0M$5.0M-$14.2K2026-10-28
Prentiss Smith & Co Inc
DECREASED33,79733,824-270%$5.0M$4.9M-$49.9K2026-10-27
Atwater Malick LLC
DECREASED33,72334,884-1,161-3%$5.1M$4.9M-$216.1K2026-10-15
NovaPoint Capital, LLC
DECREASED33,67633,681-50%$4.9M$4.9M-$46.5K2026-10-22
Thrive Capital Management, LLC
DECREASED33,55233,649-970%$4.9M$4.9M-$59.9K2026-10-28
First National Bank of Mount Dora, Trust Investment Services
INCREASED33,23232,047+1,185+4%$4.7M$4.8M+$128.6K2026-10-21
Petredis Investment Advisors LLC
INCREASED32,96432,734+230+1%$4.8M$4.8M-$11.1K2026-10-20
Evergreen Capital Management LLC
DECREASED32,91939,585-6,666-17%$5.8M$4.8M-$1.0M2026-10-23
Adams Asset Advisors, LLC
INCREASED32,84029,909+2,931+10%$4.4M$4.8M+$385.1K2026-10-08
Stenger Family Office, LLC
INCREASED32,82530,818+2,007+7%$4.5M$5.0M+$504.4K2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED32,80434,310-1,506-4%$5.0M$4.8M-$265.5K2026-10-13
Cornell Pochily Investment Advisors, Inc.
INCREASED32,71232,389+323+1%$4.7M$4.8M+$2.9K2026-10-19
AGF Management LTD
INCREASED32,56229,607+2,955+10%$4.3M$4.7M+$389.0K2026-11-03
Brookmont Capital Management
INCREASED32,48324,174+8,309+34%$3.5M$4.7M+$1.2M2026-10-23
RIA Advisory Group LLC
DECREASED32,44245,569-13,127-29%$6.7M$4.7M-$2.0M2026-10-15
Jessup Wealth Management, Inc
INCREASED32,35131,799+552+2%$4.7M$4.7M+$36.9K2026-10-20
Hollow Brook Wealth Management LLC
DECREASED32,29466,592-34,298-51%$9.8M$4.7M-$5.1M2026-10-29
Valley Wealth Managers, Inc.
INCREASED32,29131,755+536+2%$4.7M$4.7M+$34.7K2026-10-09
Sigma Investment Counselors Inc
INCREASED32,18329,688+2,495+8%$4.4M$4.7M+$322.2K2026-10-27
New Hampshire Trust
INCREASED32,12732,115+12+0%$4.7M$4.7M-$41.9K2026-10-20
Chatham Capital Group, Inc.
INCREASED32,02231,907+115+0%$4.7M$4.7M-$26.7K2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED31,83031,880-500%$4.7M$4.6M-$50.6K2026-10-22
Strategic Blueprint, LLC
INCREASED31,80131,568+233+1%$4.6M$4.6M-$9.0K2026-10-22
Burke & Herbert Bank & Trust Co
DECREASED31,69831,848-1500%$4.7M$4.6M-$65.1K2026-11-02
Greystone Financial Group, LLC
INCREASED31,62431,416+208+1%$4.6M$4.6M-$12.4K2026-10-26
Pavion Blue Capital, LLC
DECREASED31,54831,664-1160%$4.8M$4.6M-$206.6K2026-11-05
Signet Investment Advisory Group, Inc.
INCREASED31,46930,559+910+3%$4.5M$4.6M+$90.6K2026-10-30
Nations Financial Group Inc,
DECREASED31,42831,570-1420%$4.6M$4.6M-$63.5K2026-11-05
First Pacific Financial
INCREASED31,23030,936+294+1%$4.5M$4.5M+$6952026-10-14
HighPoint Advisor Group LLC
INCREASED31,21329,871+1,342+4%$4.4M$4.5M+$154.2K2026-11-09
Wealthcare Advisory Partners LLC
INCREASED31,18429,844+1,340+4%$4.4M$4.5M+$154.0K2026-10-21
Indivisible Partners
INCREASED31,05620,251+10,805+53%$3.0M$4.5M+$1.5M2026-10-26
St. Louis Financial Planners Asset Management, LLC
INCREASED30,94030,930+10+0%$4.7M$4.5M-$145.1K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED30,90930,532+377+1%$4.5M$4.5M+$13.3K2026-10-23
Atlas Brown,Inc.
INCREASED30,88930,812+77+0%$4.5M$4.5M-$30.7K2026-10-09
KPP Advisory Services LLC
DECREASED30,73431,853-1,119-4%$4.7M$4.5M-$206.0K2026-10-26
Juno Financial Group LLC
INCREASED30,72829,565+1,163+4%$4.3M$4.5M+$128.7K2026-10-27
Everhart Financial Group, Inc.
DECREASED30,58531,401-816-3%$4.6M$4.4M-$161.3K2026-10-08
Bdf-Gestion
DECREASED30,54234,416-3,874-11%$1.9M$4.4M+$2.6M2026-10-19
Apella Capital, LLC
INCREASED30,36024,836+5,524+22%$3.8M$4.5M+$694.0K2026-10-08
Chronos Wealth Management, LLC
DECREASED30,25131,169-918-3%$4.6M$4.4M-$175.8K2026-10-20
Roberts Wealth Advisors, LLC
INCREASED30,21329,937+276+1%$4.4M$4.4M-$6182026-10-14
Advanced Asset Management Advisors Inc
UNCHANGED29,94429,94400%$4.4M$4.4M-$40.7K2026-10-20
Essex Bank
DECREASED29,72230,358-636-2%$4.5M$4.3M-$133.7K2026-10-16
Peregrine Asset Advisers, Inc.
INCREASED29,66712,006+17,661+147%$1.8M$4.3M+$2.5M2026-11-09
Gateway Investment Advisers LLC
INCREASED29,62318,183+11,440+63%$2.7M$4.3M+$1.6M2026-10-13
Ardent Capital Management, Inc.
DECREASED29,61229,813-201-1%$4.4M$4.3M-$69.7K2026-10-16
Independent Financial Group, LLC
DECREASED29,60735,296-5,689-16%$5.2M$4.3M-$874.5K2026-10-13
Griffin Asset Management, Inc.
DECREASED29,59231,402-1,810-6%$4.6M$4.3M-$305.7K2026-10-22
YHB Investment Advisors, Inc.
DECREASED29,56529,925-360-1%$4.4M$4.3M-$93.0K2026-10-08
Plimoth Trust Co LLC
DECREASED29,55032,143-2,593-8%$4.7M$4.3M-$420.4K2026-10-26
McKinley Carter Wealth Services, Inc.
INCREASED29,54628,475+1,071+4%$4.2M$4.3M+$116.8K2026-10-16
CFS Investment Advisory Services, LLC
INCREASED29,52928,198+1,331+5%$4.3M$4.4M+$112.9K2026-10-19
Aull & Monroe Investment Management Corp
DECREASED29,30229,312-100%$4.3M$4.3M-$41.3K2026-10-16
Knights of Columbus Asset Advisors LLC
DECREASED29,22146,206-16,985-37%$6.8M$4.2M-$2.5M2026-11-05
Searle & Co.
DECREASED29,17531,175-2,000-6%$4.6M$4.2M-$333.0K2026-11-04
Family Legacy, Inc.
INCREASED28,92928,296+633+2%$4.1M$4.2M+$53.5K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED28,86128,86100%$4.2M$4.2M-$39.3K2026-10-22
Westhampton Capital, LLC
DECREASED28,61729,892-1,275-4%$4.4M$4.2M-$225.9K2026-10-30
Capital Asset Advisory Services LLC
DECREASED28,56436,461-7,897-22%$5.3M$4.7M-$617.2K2026-10-30
Investmark Advisory Group LLC
INCREASED28,53826,731+1,807+7%$3.9M$4.1M+$226.3K2026-10-27
Portfolio Design Labs, LLC
INCREASED28,41027,324+1,086+4%$4.0M$4.1M+$120.6K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED28,36926,778+1,591+6%$3.9M$4.1M+$194.8K2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED28,32528,275+50+0%$4.1M$4.1M-$31.2K2026-10-30
Equitable Trust Co
DECREASED28,32232,732-4,410-13%$4.8M$4.1M-$685.2K2026-10-13
Finer Wealth Management, Inc.
INCREASED28,11526,805+1,310+5%$3.9M$4.1M+$153.8K2026-10-16
Texas Bank & Trust Co
INCREASED27,85827,795+63+0%$4.1M$4.0M-$28.6K2026-11-04
Cordatus Wealth Management LLC
DECREASED27,83528,001-166-1%$4.1M$4.0M-$62.2K2026-10-19
Diversify Advisory Services, LLC
INCREASED27,73127,270+461+2%$4.1M$4.4M+$302.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED27,73127,270+461+2%$4.1M$4.4M+$302.9K2026-10-20
Excalibur Management Corp
INCREASED27,67427,262+412+2%$4.0M$4.0M+$22.8K2026-11-02
Peoples Financial Services Corp.
DECREASED27,59727,911-314-1%$4.1M$4.0M-$83.6K2026-10-20
WBH Advisory Inc
DECREASED27,58827,645-570%$4.1M$4.0M-$45.9K2026-11-05
Geneos Wealth Management Inc.
INCREASED27,52224,265+3,257+13%$3.6M$4.0M+$440.1K2026-11-09
Kathmere Capital Management, LLC
INCREASED27,51524,055+3,460+14%$3.5M$4.0M+$469.9K2026-10-20
Sterling Capital Management LLC
DECREASED27,43633,998-6,562-19%$5.0M$4.0M-$999.6K2026-10-22
Rockline Wealth Management, LLC
DECREASED27,43128,180-749-3%$4.1M$4.0M-$147.1K2026-10-26
PCA Investment Advisory Services Inc.
INCREASED27,41026,314+1,096+4%$3.9M$4.0M+$123.4K2026-10-13
Moody National Bank Trust Division
INCREASED27,38821,995+5,393+25%$3.2M$4.0M+$753.6K2026-10-06
Physicians Financial Services, Inc.
DECREASED27,33227,549-217-1%$4.0M$4.0K-$4.0M2026-11-04
Crystal Rock Capital Management
UNCHANGED27,30027,30000%$4.0M$4.0M-$37.1K2026-10-28
Beaton Management Co. Inc.
DECREASED27,23127,896-665-2%$4.1M$4.0K-$4.1M2026-11-09
BCS Private Wealth Management, Inc.
DECREASED27,07527,536-461-2%$4.0M$3.9M-$104.4K2026-11-09
Inspirion Wealth Advisors, LLC
INCREASED27,06227,036+26+0%$4.0M$3.9M-$54.3K2026-10-09
B.A. Schrock Wealth Management, Inc.
NEW27,038—+27,038——$3.9M—2026-10-15
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED27,00027,00000%$4.0M$3.9M-$36.7K2026-11-06
Jacobs & Co
DECREASED26,99427,281-287-1%$4.0K$3.9K-$792026-10-09
Synergy Asset Management, LLC
INCREASED26,88912,939+13,950+108%$1.9M$3.9M+$2.0M2026-11-05
Kentucky Trust Co
DECREASED26,88227,057-175-1%$4.0M$3.9M-$62.2K2026-10-15
KWB Wealth
INCREASED26,80325,787+1,016+4%$3.8M$3.9M+$112.5K2026-10-16
Mccarter Private Wealth Services LLC
DECREASED26,79926,800-10%$3.9M$3.9M-$36.6K2026-10-22
R.H. Investment Group, LLC
INCREASED26,68226,086+596+2%$3.8M$3.9M+$51.1K2026-11-09
Norden Group LLC
INCREASED26,66822,852+3,816+17%$3.4M$3.9M+$523.4K2026-10-20
Claro Advisors Inc.
INCREASED26,63825,247+1,391+6%$3.7M$3.9M+$167.6K2026-11-02
Strong Tower Advisory Services
INCREASED26,59126,332+259+1%$3.9M$3.9M+$1.8K2026-10-13
Fortis Capital Advisors, LLC
INCREASED26,54926,150+399+2%$3.8M$3.9M+$22.4K2026-11-09
United Advisor Group, LLC
INCREASED26,50925,179+1,330+5%$3.7M$3.9M+$159.1K2026-11-03
Beacon Bank & Trust
DECREASED26,43528,188-1,753-6%$4.1M$3.8M-$293.0K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED26,36325,299+1,064+4%$3.7M$3.8M+$120.1K2026-10-13
Foyston, Gordon & Payne Inc
INCREASED26,30925,749+560+2%$3.9M$3.8M-$33.7K2026-11-02
Paradigm, Strategies in Wealth Management, LLC
INCREASED26,22026,217+3+0%$3.8M$3.8M-$35.2K2026-10-16
Radnor Capital Management, LLC
INCREASED26,20226,052+150+1%$3.8M$3.8M-$13.6K2026-10-23
Concord Wealth Partners
INCREASED26,19926,058+141+1%$3.8M$3.8M-$14.9K2026-11-02
Montecito Bank & Trust
DECREASED26,17626,376-200-1%$3.9M$3.8M-$64.9K2026-10-01
Encompass More Asset Management
INCREASED26,0465,402+20,644+382%$792.3K$3.8M+$3.0M2026-10-16
Cohen Investment Advisors LLC
INCREASED25,97925,740+239+1%$3.8M$3.8M-$2852026-10-20
VestGen Advisors, LLC
DECREASED25,92732,308-6,381-20%$4.7M$3.8M-$971.1K2026-10-27
Brown Shipley& Co Ltd
DECREASED25,84433,231-7,387-22%$4.9M$3.8M-$1.1M2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED25,82425,349+475+2%$3.7M$3.8M+$34.5K2026-10-30
Tritonpoint Wealth, LLC
DECREASED25,78725,996-209-1%$3.8M$3.7M-$65.7K2026-10-19
Independent Solutions Wealth Management, LLC
INCREASED25,53524,422+1,113+5%$3.6M$3.7M+$128.5K2026-10-28
JFS Wealth Advisors, LLC
DECREASED25,50528,368-2,863-10%$4.2M$3.7M-$454.5K2026-11-03
Univest Financial Corp
INCREASED25,49723,716+1,781+8%$3.5M$3.7M+$226.6K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED25,39824,523+875+4%$3.6M$3.7M+$93.8K2026-10-13
Boit C F David
UNCHANGED25,27425,27400%$3.7M$3.7M-$34.4K2026-10-29
Kampmann Melissa S.
DECREASED25,24725,652-405-2%$3.8M$3.7M-$93.7K2026-10-28
BIP Wealth, LLC
INCREASED25,22424,655+569+2%$3.6M$3.7M+$49.0K2026-10-22
Cornerstone Planning, LLC
INCREASED25,21325,077+136+1%$3.7M$3.7M+$11.0K2026-10-27
Biltmore Family Office, LLC
INCREASED25,18925,105+84+0%$3.7M$3.7M-$21.9K2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED25,09724,006+1,091+5%$3.5M$3.6M+$125.9K2026-10-07
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED25,00225,277-275-1%$3.7M$3.6M-$74.3K2026-11-03
Aaron Wealth Advisors LLC
DECREASED24,98825,113-1250%$3.7M$3.6M-$52.3K2026-10-13
Chapin Davis, Inc.
INCREASED24,90024,253+647+3%$3.6M$3.6M+$61.2K2026-10-09
Auto-Owners Insurance Co
UNCHANGED24,76924,76900%$3.6M$3.6M-$33.7K2026-10-15
Future Financial Wealth Managment LLC
DECREASED24,73724,888-151-1%$3.7M$3.6M-$64.0K2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED24,61525,308-693-3%$3.7M$3.6M-$135.0K2026-11-03
Quilter Plc
INCREASED24,55922,998+1,561+7%$3.4M$3.6M+$195.5K2026-10-21
Shrier Wealth Management, LLC
DECREASED24,53728,080-3,543-13%$4.1M$3.6M-$552.9K2026-10-20
Patten & Patten Inc
DECREASED24,40024,701-301-1%$3.6M$3.5M-$77.3K2026-10-26
Pictet North America Advisors SA
INCREASED24,38520,046+4,339+22%$2.9M$3.5M+$603.1K2026-10-21
Parkside Financial Bank & Trust
DECREASED24,32325,937-1,614-6%$3.8M$3.5M-$269.7K2026-10-27
Wescott Financial Advisory Group, LLC
INCREASED24,19823,952+246+1%$3.5M$3.5M+$3.2K2026-11-09
Jericho Financial, LLP
INCREASED24,19523,794+401+2%$3.5M$3.5M+$25.8K2026-10-13
Foster Dykema Cabot & Partners, LLC
DECREASED24,19425,877-1,683-6%$3.8M$3.5M-$279.7K2026-10-30
Heck Capital Advisors, LLC
INCREASED24,15123,948+203+1%$3.5M$3.5M-$3.1K2026-10-14
Leelyn Smith, LLC
INCREASED24,12623,024+1,102+5%$3.4M$3.5M+$128.7K2026-11-03
PFG Advisors
DECREASED24,06336,571-12,508-34%$5.4M$3.5M-$1.9M2026-10-16
Schnieders Capital Management, Llc.
DECREASED24,04324,256-213-1%$3.6M$3.5M-$63.9K2026-11-09
Frank, Rimerman Advisors LLC
DECREASED23,95225,127-1,175-5%$3.7M$3.5M-$204.9K2026-10-16
Brady Family Wealth, LLC
DECREASED23,87825,567-1,689-7%$3.7M$3.5M-$280.2K2026-11-02
Dmkc Advisory Services, LLC
INCREASED23,83722,728+1,109+5%$3.3M$3.5M+$130.3K2026-11-04
Delta Capital Management LLC
INCREASED23,77022,230+1,540+7%$3.3K$3.5K+$1932026-10-16
Stiles Financial Services Inc
DECREASED23,77023,789-190%$3.5M$3.5M-$35.2K2026-10-30
Bfsg, LLC
DECREASED23,75223,892-140-1%$3.5M$3.5M-$52.8K2026-10-30
Moneco Advisors, LLC
DECREASED23,75024,541-791-3%$3.6M$3.5M-$148.3K2026-11-05
Curbstone Financial Management Corp
INCREASED23,69023,590+100+0%$3.5M$3.4M-$17.6K2026-10-21
Krilogy Financial LLC
INCREASED23,67515,858+7,817+49%$2.3M$3.6M+$1.3M2026-10-13
Integrity Alliance, Llc.
INCREASED23,66123,153+508+2%$3.4M$3.4M+$42.3K2026-10-29
Harbor Investment Advisory, LLC
DECREASED23,60224,265-663-3%$3.6M$3.4M-$129.4K2026-10-13
Financial Advisory Partners, LLC
DECREASED23,53223,651-1190%$3.5M$3.4M-$49.6K2026-10-23
Secure Asset Management, LLC
INCREASED23,44422,006+1,438+7%$3.2M$3.4M+$178.9K2026-10-19
Arete Wealth Advisors, LLC
INCREASED23,32521,918+1,407+6%$3.2M$3.4M+$180.3K2026-11-09
First Bancorp, Inc
DECREASED23,32123,586-265-1%$3.5M$3.4M-$70.6K2026-10-26
Csenge Advisory Group
DECREASED23,29823,445-147-1%$3.4M$3.4M-$53.4K2026-11-04
Somerset Trust Co
DECREASED23,29823,327-290%$3.4M$3.4M-$35.9K2026-10-13
Cypress Asset Management Inc
DECREASED23,26423,662-398-2%$3.5M$3.4M-$90.0K2026-10-09
Adirondack Trust Co
DECREASED23,22825,627-2,399-9%$3.8M$3.4M-$383.4K2026-10-14
Trust Point Inc.
INCREASED23,16822,165+1,003+5%$3.3M$3.4M+$115.6K2026-10-27
Exchange Bank
DECREASED23,15923,182-230%$3.4M$3.4M-$34.9K2026-10-07
Mitchell & Pahl Private Wealth, LLC
INCREASED23,15822,413+745+3%$3.3M$3.4M+$77.7K2026-10-14
Oak Asset Management, LLC
INCREASED23,10622,530+576+3%$3.3M$3.4M+$53.1K2026-10-13
CMH Wealth Management LLC
DECREASED23,01223,462-450-2%$3.4M$3.3M-$97.3K2026-10-22
AdvisorNet Financial, Inc
INCREASED22,97919,689+3,290+17%$2.9M$3.6M+$709.8K2026-10-15
Iowa State Bank
DECREASED22,86023,837-977-4%$3.5M$3.3M-$174.4K2026-10-06
RKL Wealth Management LLC
INCREASED22,83422,215+619+3%$3.3M$3.3M+$59.7K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED22,73922,983-244-1%$3.4M$3.3M-$66.7K2026-10-16
Bull Street Advisors, LLC
INCREASED22,72822,548+180+1%$3.3M$3.3K-$3.3M2026-10-20
1834 Investment Advisors Co
INCREASED22,71422,141+573+3%$3.2M$3.3M+$53.1K2026-10-16
Southern Capital Advisors, LLC
DECREASED22,71222,847-135-1%$3.4M$3.3M-$50.7K2026-10-26
International Assets Investment Management, LLC
INCREASED22,69819,992+2,706+14%$2.9M$3.3M+$320.0K2026-11-02
Ridgecrest Wealth Partners, LLC
INCREASED22,62622,493+133+1%$3.3M$3.3M-$11.3K2026-10-19
Morton Capital Management LLC
DECREASED22,55422,608-540%$3.3M$3.3M-$38.5K2026-10-23
Advisor OS, LLC
DECREASED22,52727,169-4,642-17%$4.0M$3.3M-$711.4K2026-11-03
Mechanics Bank Trust Department
DECREASED22,52030,336-7,816-26%$4.4M$3.3M-$1.2M2026-10-13
Northstar Asset Management Co
DECREASED22,49922,689-190-1%$3.3M$3.5M+$184.2K2026-10-22
Concord Asset Management, LLC
INCREASED22,41521,941+474+2%$3.2M$3.3M+$39.1K2026-11-02
Means Investment Co., Inc.
DECREASED22,36326,213-3,850-15%$3.8M$3.2M-$595.1K2026-11-03
Old Second National Bank of Aurora
INCREASED22,27519,873+2,402+12%$2.9M$3.2M+$321.9K2026-10-22
Waldron Private Wealth LLC
DECREASED22,26925,030-2,761-11%$3.7M$3.2M-$435.2K2026-11-02
Brown Miller Wealth Management, LLC
INCREASED22,20522,189+16+0%$3.3M$3.2M-$27.9K2026-11-02
Kennedy Investment Group, Inc.
DECREASED22,17822,466-288-1%$3.3M$3.2M-$72.4K2026-10-21
Platform Technology Partners
DECREASED22,14823,172-1,024-4%$3.4M$3.2M-$180.2K2026-11-02
Fulton Bank, N.A.
DECREASED22,04322,234-191-1%$3.3M$3.2M-$58.0K2026-10-14
Larson Financial Group LLC
INCREASED21,97219,855+2,117+11%$2.9M$3.2M+$280.6K2026-11-05
Northside Capital Management, LLC
DECREASED21,97222,471-499-2%$3.3M$3.2M-$103.1K2026-10-13
Barr E S & Co
DECREASED21,96622,141-175-1%$3.2M$3.2M-$55.5K2026-11-06
Inscription Capital, LLC
DECREASED21,96163,595-41,634-65%$9.3M$3.2M-$6.1M2026-11-02
Burling Wealth Partners, LLC
DECREASED21,95124,236-2,285-9%$3.6M$3.2M-$364.9K2026-11-09
Herold Advisors, Inc.
DECREASED21,84422,951-1,107-5%$3.4M$3.2M-$185.7K2026-10-19
Roman Butler Fullerton & Co
DECREASED21,84321,876-330%$3.2M$3.4M+$198.6K2026-10-27
JAG Capital Management, LLC
DECREASED21,81922,165-346-2%$3.3M$3.2M-$80.3K2026-11-06
St. Clair Advisors, LLC
INCREASED21,76021,741+19+0%$3.2M$3.2M-$26.8K2026-10-13
Cigna Investments Inc
DECREASED21,74422,005-261-1%$3.2M$3.2K-$3.2M2026-10-19
Catalyst Financial Partners LLC
DECREASED21,73021,964-234-1%$3.2M$3.2M-$63.9K2026-11-06
Private Wealth Partners, LLC
DECREASED21,71121,782-710%$3.2M$3.2M-$39.9K2026-10-22
SkyOak Wealth, LLC
DECREASED21,60425,298-3,694-15%$3.7M$3.1M-$571.0K2026-10-28
First National Bank & Trust Co of Newtown
DECREASED21,59222,175-583-3%$3.2M$3.5M+$284.6K2026-11-09
Rydar Equities, Inc.
DECREASED21,49521,625-130-1%$3.2M$3.2M-$39.0K2026-10-13
Atwood & Palmer Inc
INCREASED21,46720,292+1,175+6%$3.0M$3.1M+$143.1K2026-10-08
PFC Capital Group, Inc.
DECREASED21,28221,283-10%$3.1M$3.1M-$28.2K2026-11-06
U S Wealth Group, Llc.
DECREASED21,25921,274-150%$3.1M$3.1M-$31.1K2026-11-09
First Community Trust NA
DECREASED21,12021,426-306-1%$3.1M$3.1M-$73.6K2026-10-07
Norway Savings Bank
INCREASED20,97420,356+618+3%$3.0M$3.0M+$62.1K2026-10-20
Hanson & Doremus Investment Management
DECREASED20,96621,210-244-1%$3.1M$3.0K-$3.1M2026-10-16
Cullen Investment Group, Ltd.
DECREASED20,95921,951-992-5%$3.2M$3.2M-$7.9K2026-10-13
Lynx Capital Group LTD
INCREASED20,91920,900+19+0%$3.1M$3.0M-$25.8K2026-11-04
Old Mission Investment Co LLC
DECREASED20,90321,024-121-1%$3.1M$3.0M-$46.1K2026-10-22
G&S Capital LLC
INCREASED20,86713,166+7,701+58%$1.9M$3.0M+$1.1M2026-10-23
Natural Investments, LLC
DECREASED20,86623,677-2,811-12%$3.5M$3.0M-$439.5K2026-11-06
Retirement Planning Group, LLC
DECREASED20,81421,023-209-1%$3.1M$3.0M-$58.9K2026-10-19
Gen-Wealth Partners Inc
DECREASED20,77221,371-599-3%$3.1M$3.0M-$116.0K2026-11-04
Ballast, Inc.
INCREASED20,67219,969+703+4%$2.9M$3.0M+$75.0K2026-10-20
Insight Inv LLC
INCREASED20,55116,496+4,055+25%$2.4M$3.0M+$566.7K2026-10-27
Lighthouse Financial Services Inc
INCREASED20,46020,233+227+1%$3.0M$3.0M-$10.5K2026-11-02
King Wealth Management Group
UNCHANGED20,45320,45300%$3.0M$3.0K-$3.0M2026-11-09
ANB Bank
INCREASED20,44320,359+84+0%$3.0M$3.0M-$15.5K2026-10-09
Northcape Wealth Management, LLC
DECREASED20,37420,743-369-2%$3.0M$3.0M-$81.9K2026-11-04
Plancorp, LLC
INCREASED20,32319,990+333+2%$3.0M$3.3M+$317.7K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED20,32320,035+288+1%$2.9M$3.0M+$14.6K2026-10-08
Mystic Asset Management, Inc.
INCREASED20,30820,179+129+1%$3.0M$3.0M-$8.7K2026-10-15
Columbia Bank
INCREASED20,26419,375+889+5%$2.8M$2.9M+$102.8K2026-10-29
Econ Financial Services Corp
NEW20,262—+20,262——$2.9M—2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED20,20020,20000%$3.0M$2.9M-$27.5K2026-11-03
Princeton Global Asset Management LLC
INCREASED20,19520,111+84+0%$2.9M$2.9M-$15.2K2026-10-21
Crescent Sterling, Ltd.
INCREASED20,17319,886+287+1%$2.9M$2.9M+$14.7K2026-10-16
McCarley & Cook Financial Planners
DECREASED20,13825,813-5,675-22%$3.8M$2.9M-$859.6K2026-10-21
Pittenger & Anderson Inc
DECREASED20,09921,464-1,365-6%$3.1M$2.9M-$227.5K2026-11-02
Summit Global Investments
INCREASED20,08913,617+6,472+48%$2.0M$2.9K-$2.0M2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED20,04920,021+28+0%$2.9M$2.9M-$23.3K2026-10-16
Sava Infond d.o.o.
UNCHANGED20,02220,02200%$2.9M$2.9M-$27.2K2026-10-28
Bell & Brown Wealth Advisors, LLC
DECREASED19,92820,010-820%$2.9M$2.9M-$39.1K2026-10-16
Cooper Financial Group
INCREASED19,89719,829+68+0%$2.9M$2.9M-$17.1K2026-10-07
Bank Pictet & Cie (Europe) AG
DECREASED19,86729,678-9,811-33%$4.4M$2.9M-$1.5M2026-10-20
Summit Asset Management, LLC
DECREASED19,85819,891-330%$2.9M$2.9M-$31.9K2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED19,81814,585+5,233+36%$2.1M$2.9M+$800.7K2026-10-28
Congress Asset Management Co
DECREASED19,81620,417-601-3%$3.0M$2.9M-$115.2K2026-10-06
Aprio Wealth Management, LLC
DECREASED19,80620,742-936-5%$3.0M$2.9M-$164.2K2026-10-28
Kimelman & Baird, LLC
UNCHANGED19,80419,80400%$2.9M$2.9M-$26.9K2026-11-03
Dominguez Wealth Management Solutions, Inc.
DECREASED19,78519,897-112-1%$2.9M$2.9M-$43.3K2026-10-07
Romano Brothers and Company
DECREASED19,72020,087-367-2%$2.9M$2.9M-$80.7K2026-10-22
RED Cedar Investment Management, LLC
UNCHANGED19,52319,52300%$2.9M$2.8M-$26.6K2026-11-04
Profund Advisors LLC
DECREASED19,47220,098-626-3%$2.9M$2.8M-$118.3K2026-10-29
United Asset Strategies, Inc.
INCREASED19,45318,834+619+3%$2.8M$2.8M+$64.4K2026-10-28
Relyea Zuckerberg Hanson LLC
DECREASED19,41221,243-1,831-9%$3.1M$2.8M-$294.9K2026-10-20
Marino, Stram & Associates LLC
INCREASED19,37318,369+1,004+5%$2.7M$2.8M+$120.9K2026-10-22
Hudock, Inc.
DECREASED19,37219,445-730%$2.9M$2.8M-$37.0K2026-10-14
Aries Wealth Management
DECREASED19,36720,088-721-4%$2.9M$2.8M-$132.1K2026-10-23
Avior Wealth Management, LLC
DECREASED19,35121,926-2,575-12%$3.1M$2.8M-$334.9K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED19,34612,108+7,238+60%$1.8M$2.8M+$1.0M2026-11-04
Patton Albertson Miller Group, LLC
DECREASED19,26719,861-594-3%$2.9M$2.8M-$113.3K2026-10-26
Hoertkorn Richard Charles
DECREASED19,23719,362-125-1%$2.8M$2.8M-$44.5K2026-11-04
Infinity Wealth Counsel, LLC
INCREASED19,21014,568+4,642+32%$2.1M$2.8M+$654.6K2026-10-15
Gables Capital Management Inc.
DECREASED19,17119,671-500-3%$2.9M$2.8M-$99.4K2026-11-04
Constitution Capital LLC
DECREASED19,13021,480-2,350-11%$3.1M$2.8M-$370.6K2026-10-23
Home Federal Bank of Tennessee
DECREASED19,10919,212-103-1%$2.8M$2.8M-$41.1K2026-10-15
Iams Wealth Management, LLC
INCREASED19,07115,388+3,683+24%$2.3M$2.8M+$514.2K2026-10-15
Sterling Investment Advisors, Ltd.
DECREASED19,02119,116-950%$2.8M$2.8M-$39.8K2026-10-27
Shepherd Financial Partners LLC
INCREASED18,99418,944+50+0%$2.8M$2.8M-$18.5K2026-11-03
Wulff, Hansen & Co.
INCREASED18,99118,871+120+1%$2.8M$2.8M-$8.2K2026-11-09
Cape ANN Savings Bank
INCREASED18,88318,800+83+0%$2.8M$2.7M-$13.5K2026-11-09
Portside Wealth Group, LLC
INCREASED18,81016,812+1,998+12%$2.5M$2.7M+$267.4K2026-10-20
Bell Investment Advisors, Inc
DECREASED18,75619,156-400-2%$2.8M$2.7M-$84.1K2026-10-29
Third View Private Wealth, LLC
INCREASED18,69518,257+438+2%$2.7M$2.7M+$38.8K2026-10-30
Granite Group Advisors, LLC
DECREASED18,66821,553-2,885-13%$3.2M$2.7M-$448.4K2026-10-14
First Affirmative Financial Network
NEW18,628—+18,628——$2.7M—2026-10-21
Pines Wealth Management, LLC
INCREASED18,52718,437+90+0%$2.7M$2.7M-$12.0K2026-10-21
Mirabaud & Cie SA
DECREASED18,44519,983-1,538-8%$2.9M$2.7M-$250.6K2026-10-27
LS Investment Advisors, LLC
INCREASED18,32415,519+2,805+18%$2.3M$2.7M+$386.4K2026-10-13
Missouri Trust & Investment Co
INCREASED18,31517,645+670+4%$2.5M$2.7M+$111.3K2026-11-04
Axxion S.A.
UNCHANGED18,30218,30200%$2.7M$2.7M-$24.9K2026-10-22
Citizens & Northern Corp
DECREASED18,27518,475-200-1%$2.7M$2.7M-$54.2K2026-11-06
Uptick Partners, LLC
INCREASED18,25718,095+162+1%$2.7M$2.7M-$1.0K2026-11-04
Allegheny Financial Group
INCREASED18,25015,649+2,601+17%$2.3M$2.7M+$356.6K2026-11-05
Viewpoint Capital Management LLC
INCREASED18,21615,997+2,219+14%$2.3M$2.6M+$300.6K2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED18,18018,387-207-1%$2.7M$2.6M-$55.1K2026-10-23
Ascentis Independent Advisors
INCREASED18,175357+17,818+4991%$52.3K$2.6M+$2.6M2026-11-03
Silver OAK Securities, Incorporated
DECREASED18,16725,247-7,080-28%$3.7M$3.0M-$697.4K2026-11-09
Violich Capital Management, Inc.
DECREASED18,06419,564-1,500-8%$2.9M$2.6M-$244.5K2026-10-05
Arrow Financial Corp
DECREASED18,01418,182-168-1%$2.7M$2.6M-$49.1K2026-10-26
Three Seasons Wealth, LLC
INCREASED17,85610,572+7,284+69%$1.6M$2.6M+$1.0M2026-11-03
Monument Capital Management
DECREASED17,83318,143-310-2%$2.7M$2.6M-$69.6K2026-10-09
Mengis Capital Management, Inc.
INCREASED17,70317,700+3+0%$2.6M$2.6M-$23.7K2026-10-13
Symmetry Partners, LLC
INCREASED17,64616,404+1,242+8%$2.4M$2.6M+$158.1K2026-10-27
Strengthening Families & Communities, LLC
INCREASED17,62915,930+1,699+11%$2.3M$2.6M+$225.2K2026-10-21
Nicholson Wealth Management Group, LLC
INCREASED17,62216,955+667+4%$2.5M$2.6M+$73.9K2026-11-09
Flavin Financial Services, Inc.
INCREASED17,61817,207+411+2%$2.5M$2.6M+$36.2K2026-10-21
CGN Advisors LLC
DECREASED17,52221,731-4,209-19%$3.2M$2.5M-$641.1K2026-10-21
Mechanics Financial Corp
INCREASED17,47017,448+22+0%$2.6M$2.5M-$20.5K2026-11-05
Albion Financial Group
DECREASED17,46226,005-8,543-33%$3.8M$2.5M-$1.3M2026-10-21
IFG Advisory, LLC
DECREASED17,46017,795-335-2%$2.6M$2.5M-$72.9K2026-11-09
Chilton Capital Management LLC
INCREASED17,45517,276+179+1%$2.5M$2.5M+$2.5K2026-10-28
SevenBridge Financial Group, LLC
DECREASED17,43439,271-21,837-56%$5.7M$2.8M-$2.9M2026-10-26
Farmers & Merchants Trust Co of Long Beach
DECREASED17,37617,425-490%$2.6M$2.5M-$30.8K2026-10-22
3Chopt Investment Partners, LLC
INCREASED17,33717,097+240+1%$2.5M$2.5M+$11.6K2026-10-30
Center for Financial Planning, Inc.
DECREASED17,24317,472-229-1%$2.6M$2.5M-$57.0K2026-10-26
Newman Dignan & Sheerar, Inc.
DECREASED17,24117,305-640%$2.5M$2.5M-$32.8K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED17,18516,615+570+3%$2.4M$2.5M+$60.2K2026-10-27
Ranch Capital Advisors Inc.
DECREASED17,16525,580-8,415-33%$3.8M$2.5M-$1.3M2026-11-09
Forum Financial Management, LP
DECREASED17,09517,688-593-3%$2.6M$2.5M-$110.2K2026-10-16
Hohimer Wealth Management, LLC
DECREASED17,03444,740-27,706-62%$6.6M$2.5M-$4.1M2026-11-04
American Assets Investment Management, LLC
UNCHANGED17,00017,00000%$2.5M$2.5M-$23.1K2026-10-30
Gleason Group, Inc.
DECREASED16,97817,496-518-3%$2.6M$2.5M-$99.0K2026-10-15
Redmond Asset Management, LLC
INCREASED16,96116,707+254+2%$2.4M$2.5M+$14.2K2026-10-27
Guardian Wealth Management, Inc.
DECREASED16,96017,225-265-2%$2.5M$2.5M-$61.8K2026-10-30
Howard Capital Management, LLC
DECREASED16,92217,106-184-1%$2.5M$2.5M-$50.0K2026-10-16
ICW Investment Advisors LLC
DECREASED16,91417,128-214-1%$2.5M$2.5M-$54.2K2026-10-27
McCollum Christoferson Group LLC
DECREASED16,88517,622-737-4%$2.6M$2.5M-$131.0K2026-10-13
Jeppson Wealth Management, LLC
INCREASED16,87016,365+505+3%$2.4M$2.5M+$51.1K2026-10-20
Pinnacle Bancorp, Inc.
DECREASED16,86517,016-151-1%$2.5M$2.5M-$45.1K2026-10-21
Chicago Trust Co NA
INCREASED16,69414,582+2,112+14%$2.1M$2.4M+$287.0K2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED16,68628,748-12,062-42%$4.2M$2.4M-$1.8M2026-10-15
CNB Bank
INCREASED16,67616,470+206+1%$2.4M$2.4M+$7.5K2026-11-09
Connecticut Wealth Management, LLC
DECREASED16,65817,687-1,029-6%$2.6M$2.4M-$173.5K2026-10-13
Calamos Wealth Management LLC
INCREASED16,65816,536+122+1%$2.4M$2.4M-$4.8K2026-11-02
Oakworth Capital, Inc.
DECREASED16,61216,784-172-1%$2.5M$2.4M-$51.0K2026-10-26
Ullmann Wealth Partners Group, LLC
INCREASED16,60416,127+477+3%$2.4M$2.4M+$47.3K2026-11-02
Quadcap Wealth Management, LLC
DECREASED16,56717,602-1,035-6%$2.6M$2.4M-$174.3K2026-11-02
Glass Wealth Management Co LLC
DECREASED16,55617,277-721-4%$2.5M$2.4M-$128.2K2026-10-28
Grey Ledge Advisors, LLC
INCREASED16,54614,167+2,379+17%$2.1M$2.4M+$326.4K2026-11-02
Bradyco, Inc.
DECREASED16,51817,143-625-4%$2.5M$2.4M-$114.1K2026-11-03
Cypress Capital Group
DECREASED16,47619,719-3,243-16%$2.9M$2.4M-$498.0K2026-11-03
BankPlus Trust Department
DECREASED16,46416,725-261-2%$2.5M$2.4M-$60.7K2026-11-06
Sunburst Financial Group, LLC
DECREASED16,41917,494-1,075-6%$2.6M$2.4M-$179.9K2026-10-09
United Bank
INCREASED16,41115,948+463+3%$2.3M$2.4M+$45.6K2026-11-06
M&G Plc
INCREASED16,40815,204+1,204+8%$2.2M$2.4M+$144.2K2026-11-04
Fragasso Financial Advisors Inc
DECREASED16,40517,541-1,136-6%$2.6M$2.5M-$91.4K2026-10-13
Alta Advisers Ltd
INCREASED16,4008,818+7,582+86%$1.3M$2.4M+$1.1M2026-11-02
Bonness Enterprises Inc
UNCHANGED16,40016,40000%$2.4M$2.4M-$22.3K2026-10-08
Archford Capital Strategies, LLC
INCREASED16,39215,228+1,164+8%$2.2M$2.4M+$148.4K2026-10-19
GC Wealth Management RIA, LLC
INCREASED16,28616,064+222+1%$2.4M$2.4M+$10.4K2026-11-02
Commonwealth Financial Services, LLC
DECREASED16,28424,689-8,405-34%$2.2M$2.4M+$123.4K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED16,26616,232+34+0%$2.4M$2.4M-$17.1K2026-10-16
Douglas Lane & Associates, LLC
DECREASED16,22317,559-1,336-8%$2.6M$2.4M-$217.9K2026-10-09
Leisure Capital Management
DECREASED16,19316,276-83-1%$2.4M$2.4M-$34.2K2026-11-03
Thor Investment Management Inc
INCREASED16,1546,274+9,880+157%$920.0K$2.3M+$1.4M2026-10-13
Manchester Capital Management LLC
DECREASED16,14616,532-386-2%$2.4M$2.3M-$78.6K2026-10-22
Grove Bank & Trust
DECREASED16,13116,382-251-2%$2.4M$2.3M-$58.7K2026-10-08
Diversified Enterprises, LLC
INCREASED16,12713,940+2,187+16%$2.0M$2.3M+$298.7K2026-10-19
Sendero Wealth Management, LLC
INCREASED16,10916,086+23+0%$2.4M$2.3M-$18.5K2026-10-14
Clean Yield Group
DECREASED16,08316,115-320%$2.4M$2.3M-$26.6K2026-10-28
Greenfield Savings Bank
INCREASED16,07712,486+3,591+29%$1.8M$2.3M+$504.7K2026-10-07
Klingman & Associates, LLC
INCREASED16,06415,323+741+5%$2.2M$2.3M+$86.7K2026-10-20
Focus Financial Network, Inc.
DECREASED16,05316,592-539-3%$2.4M$2.3M-$100.8K2026-10-14
Autumn Glory Partners, LLC
UNCHANGED16,03516,03500%$2.4M$2.3M-$21.8K2026-10-26
Beaumont Financial Advisors, LLC
DECREASED15,99516,759-764-5%$2.5M$2.3M-$133.7K2026-10-22
Spire Wealth Management
DECREASED15,98717,026-1,039-6%$2.5M$2.3M-$174.1K2026-10-30
Cypress Capital, LLC
INCREASED15,98515,700+285+2%$2.3M$2.3M+$20.1K2026-10-20
Investment Partners, Ltd.
INCREASED15,9598,324+7,635+92%$1.2M$2.3M+$1.1M2026-10-29
71 West Capital Partners
INCREASED15,91415,753+161+1%$2.3M$2.3M+$2.0K2026-11-04
Aspen Investment Management Inc
DECREASED15,91215,938-260%$2.3K$2.3K-$252026-11-05
Earned Wealth Advisors, LLC
DECREASED15,76616,250-484-3%$2.4M$2.3M-$92.3K2026-11-06
Orange Investment Advisors, Inc.
DECREASED15,76015,925-165-1%$2.3M$2.3M-$45.6K2026-10-23
Washington Trust Advisors, Inc.
DECREASED15,75118,292-2,541-14%$2.7M$2.3M-$394.0K2026-10-22
Dillon & Associates Inc
DECREASED15,74715,997-250-2%$2.4M$2.3K-$2.3M2026-10-22
Investment Advisory Services Inc
INCREASED15,72015,695+25+0%$2.3M$2.3M-$17.7K2026-10-27
Marathon Capital Management
DECREASED15,71116,246-535-3%$2.4M$2.3M-$99.8K2026-10-23
Pettee Investors, Inc.
UNCHANGED15,67315,67300%$2.3M$2.3M-$21.3K2026-11-09
Resonant Capital Advisors, LLC
DECREASED15,60529,316-13,711-47%$4.3M$2.3M-$2.0M2026-10-15
Bank of New Hampshire
DECREASED15,57415,653-790%$2.3M$2.3M-$32.8K2026-10-06
Dagco, Inc.
DECREASED15,49816,106-608-4%$2.4M$2.3M-$110.3K2026-10-20
Horst & Graben Wealth Management LLC
INCREASED15,40515,388+17+0%$2.3M$2.2M-$30.6K2026-11-02
Agate Pass Investment Management, LLC
INCREASED15,32214,953+369+2%$2.2M$2.2M+$33.3K2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED15,26615,725-459-3%$2.3M$2.2M-$88.1K2026-10-27
Hazlett, Burt & Watson, Inc.
DECREASED15,22615,795-569-4%$1.9M$2.2K-$1.9M2026-11-04
First Nebraska Trust Co
INCREASED15,17415,026+148+1%$2.2M$2.2M+$1.1K2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED15,13915,152-130%$2.2M$2.2M-$22.4K2026-11-02
Provident Wealth Management, LLC
DECREASED15,13515,137-20%$2.2M$2.2M-$20.9K2026-10-20
TritonPoint Partners, LLC
DECREASED15,13029,266-14,136-48%$4.3M$2.2M-$2.1M2026-11-05
Boomfish Wealth Group, LLC
INCREASED15,12513,969+1,156+8%$2.0M$2.2M+$148.9K2026-10-22
Pflug Koory, LLC
DECREASED15,12015,130-100%$2.2M$2.2M-$22.0K2026-10-26
Marion Wealth Management
INCREASED15,08814,602+486+3%$2.1M$2.2M+$50.8K2026-10-22
Markowski Investments
DECREASED15,06617,646-2,580-15%$2.6M$2.2M-$398.9K2026-10-30
Cacti Asset Management LLC
UNCHANGED15,04515,04500%$2.2M$2.2M+$25.3K2026-10-01
Kenora Financial, LLC
DECREASED15,00515,033-280%$2.2M$2.2M-$24.5K2026-10-20
Financial Security Advisor, Inc.
DECREASED14,92018,094-3,174-18%$2.7M$2.2M-$485.8K2026-11-03
Carolina Wealth Advisors, LLC
DECREASED14,90616,291-1,385-8%$2.4M$2.2M-$223.4K2026-10-23
Baker Avenue Asset Management, LP
INCREASED14,88912,721+2,168+17%$1.9M$2.2M+$297.7K2026-11-06
Alkeme Wealth, LLC
DECREASED14,81615,380-564-4%$2.3M$2.2M-$102.7K2026-10-08
Greenspring Advisors, LLC
INCREASED14,7866,991+7,795+112%$1.0M$2.1M+$1.1M2026-11-05
Asset Dedication, LLC
INCREASED14,71014,261+449+3%$2.1M$2.1M+$45.9K2026-11-03
Supplemental Annuity Collective Trust of NJ
DECREASED14,70714,935-228-2%$2.2M$2.1M-$53.4K2026-11-02
Point Windward Advisors Inc.
DECREASED14,68714,817-130-1%$2.2M$2.1M-$39.0K2026-11-06
Coastline Trust Co
DECREASED14,67315,889-1,216-8%$2.3M$2.1M-$198.3K2026-10-01
Essex LLC
DECREASED14,66814,756-88-1%$2.2M$2.1M-$32.9K2026-10-14
Lewis Asset Management, LLC
DECREASED14,61915,094-475-3%$2.2M$2.1M-$89.5K2026-10-14
Fulcrum Asset Management LLP
INCREASED14,61811,582+3,036+26%$1.7M$2.2M+$448.8K2026-11-04
Global Financial Private Client, LLC
INCREASED14,59214,389+203+1%$2.1M$2.1M+$10.0K2026-10-15
Regatta Capital Group, LLC
INCREASED14,56714,403+164+1%$2.1M$2.1M+$4.3K2026-10-23
Graves Light Lenhart Wealth, Inc.
DECREASED14,56515,151-586-4%$2.2M$2.1M-$105.7K2026-10-09
Eads & Heald Wealth Management
INCREASED14,39914,170+229+2%$2.1M$2.1M+$14.0K2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED14,39513,583+812+6%$2.0M$2.1M+$99.5K2026-10-13
Stolper Co
INCREASED14,39214,159+233+2%$2.1K$2.1K+$152026-10-13
Scott & Selber, Inc.
DECREASED14,38014,595-215-1%$2.1M$2.1M-$51.1K2026-10-21
Wealth Architects, LLC
INCREASED14,37813,878+500+4%$2.0M$2.1M+$53.7K2026-11-03
Texas Capital Bank Wealth Management Services Inc
DECREASED14,36714,566-199-1%$2.1M$2.1M-$48.7K2026-11-09
Simplex Trading, LLC
NEW14,345—+14,345——$2.1M—2026-11-04
S.A. Mason LLC
INCREASED14,27814,246+32+0%$2.1M$2.1M-$14.8K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED14,27313,756+517+4%$2.0M$2.1M+$56.4K2026-10-30
New England Research & Management, Inc.
INCREASED14,23414,221+13+0%$2.1M$2.1M-$17.5K2026-10-16
Zullo Investment Group, Inc.
DECREASED14,22314,473-250-2%$2.1M$2.1M-$56.1K2026-10-20
Advisors Preferred, LLC
DECREASED14,14714,626-479-3%$2.2M$2.1M-$164.5K2026-11-09
Key FInancial Inc
DECREASED14,14414,324-180-1%$2.1M$2.1M-$45.6K2026-11-02
Alpha Omega Wealth Management LLC
INCREASED14,10714,043+64+0%$2.1M$2.0M-$9.8K2026-10-23
Stonebridge Financial Group, LLC
INCREASED14,06313,979+84+1%$2.0M$2.0M-$6.7K2026-10-01
Anchyra Partners LLC
INCREASED14,04812,565+1,483+12%$1.8M$2.0M+$198.4K2026-10-13
First County Bank
INCREASED14,00913,199+810+6%$1.9M$2.0M+$99.7K2026-10-13
Riverbridge Partners LLC
DECREASED13,96814,204-236-2%$2.1M$2.0M-$53.6K2026-11-05
Middleton & Co Inc
UNCHANGED13,93613,93600%$2.0M$2.0M-$19.0K2026-10-23
Great Lakes Retirement, Inc.
INCREASED13,93413,453+481+4%$2.0M$2.0M+$51.6K2026-10-26
Peoples Bank
DECREASED13,91914,187-268-2%$2.1M$2.0M-$58.2K2026-10-26
Boltwood Capital Management
DECREASED13,90614,131-225-2%$2.1M$2.0M-$51.9K2026-10-02
Embree Financial Group
DECREASED13,87114,214-343-2%$2.1M$2.0M-$69.1K2026-10-22
Tobam
DECREASED13,86115,100-1,239-8%$2.2M$2.0K-$2.2M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED13,86113,523+338+3%$2.0M$2.0M+$30.3K2026-10-13
Peddock Capital Advisors, LLC
DECREASED13,83814,170-332-2%$2.1M$2.0M-$67.5K2026-10-16
Chesapeake Wealth Management
DECREASED13,81714,736-919-6%$2.2M$2.0M-$153.6K2026-11-09
InvesTrust
DECREASED13,75416,332-2,578-16%$2.4M$2.0M-$396.7K2026-10-14
Summit Place Financial Advisors, LLC
DECREASED13,75214,928-1,176-8%$2.2M$2.0M-$191.2K2026-10-23
S-Bank Fund Management Ltd
INCREASED13,75113,084+667+5%$1.9M$2.0M+$79.1K2026-11-06
Cove Private Wealth, LLC
INCREASED13,68113,481+200+1%$2.0M$2.0M+$10.7K2026-10-28
Argyle Capital Management, LLC
INCREASED13,67913,604+75+1%$2.0M$2.0M-$7.6K2026-10-28
Obermeyer Wealth Partners
INCREASED13,66712,688+979+8%$1.9M$2.0M+$125.0K2026-10-21
PFW Advisors LLC
INCREASED13,62213,574+48+0%$2.0M$2.0M-$11.5K2026-10-07
Perpetual Ltd
DECREASED13,60914,617-1,008-7%$2.1M$2.0M-$166.3K2026-10-13
Burford Brothers, Inc.
INCREASED13,58813,514+74+1%$2.0M$2.0M-$7.6K2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED13,57813,57800%$2.0M$2.0M-$18.5K2026-10-20
SAX Wealth Advisors, LLC
INCREASED13,55612,123+1,433+12%$1.8M$2.0M+$218.4K2026-10-13
Yankcom Partnership
INCREASED13,54012,377+1,163+9%$1.8M$2.0M+$152.1K2026-10-15
Capital Square, LLC
DECREASED13,50213,881-379-3%$2.0M$2.0M-$79.6K2026-10-19
Retirement Guys Formula LLC
INCREASED13,48212,624+858+7%$1.9M$2.0M+$107.5K2026-10-26
Armstrong, Fleming & Moore, Inc
DECREASED13,48213,515-330%$2.0M$2.0M-$23.2K2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED13,48013,393+87+1%$2.0M$2.0M-$5.5K2026-10-19
Bria Capital Group, LLC
INCREASED13,47810,767+2,711+25%$1.6M$2.0M+$379.2K2026-10-22
Wernau Asset Management Inc.
DECREASED13,44913,480-310%$2.0M$2.0M-$22.8K2026-10-19
Saybrook Capital
UNCHANGED13,44313,44300%$2.0M$2.0M-$18.3K2026-10-27
Security National Bank
INCREASED13,42413,139+285+2%$1.9M$2.0M+$23.5K2026-10-26
Advisors Management Group Inc
INCREASED13,37713,054+323+2%$1.9M$1.9K-$1.9M2026-11-05
Inman Jager Wealth Management, LLC
INCREASED13,37613,176+200+2%$1.9M$1.9M+$11.1K2026-11-05
Thrive Wealth Management, LLC
INCREASED13,36813,282+86+1%$1.9M$1.9M-$5.5K2026-10-13
GS Investments, Inc.
INCREASED13,35113,303+48+0%$2.0M$1.9M-$11.1K2026-11-05
Adell Harriman & Carpenter Inc
DECREASED13,34013,741-401-3%$2.0M$1.9M-$77.0K2026-11-02
Sterling Wealth Management, Inc.
INCREASED13,29411,130+2,164+19%$1.6M$1.9M+$299.2K2026-10-23
Meridian Financial Partners LLC
INCREASED13,29113,122+169+1%$1.9M$2.1M+$145.0K2026-10-23
First United Bank & Trust
DECREASED13,23014,883-1,653-11%$2.2M$1.9M-$260.4K2026-10-22
Davidson Trust Co
DECREASED13,22914,118-889-6%$2.1M$1.9M-$148.4K2026-10-09
Triangle Securities Wealth Management
DECREASED13,22813,231-30%$1.9M$1.9M-$18.4K2026-10-14
Paradigm Asset Management Co LLC
DECREASED13,20016,100-2,900-18%$2.4M$1.9M-$443.2K2026-11-05
American State Bank (Iowa)
INCREASED13,19712,579+618+5%$1.8M$1.9M+$72.7K2026-11-03
Lakeshore Capital Group, Inc.
INCREASED13,14611,786+1,360+12%$1.7M$1.9M+$181.6K2026-10-20
Navigate Wealth Management, LLC
DECREASED13,10313,992-889-6%$2.1M$2.0M-$117.0K2026-10-14
Heartwood Wealth Advisors LLC
DECREASED13,07513,180-105-1%$1.9M$1.9M-$33.2K2026-10-05
GGM Financial LLC
INCREASED13,0327,910+5,122+65%$1.2M$1.9M+$733.4K2026-11-05
Emerald Advisors, LLC
INCREASED12,9709,896+3,074+31%$1.5M$1.9M+$433.2K2026-10-13
Convergence Investment Partners, LLC
DECREASED12,96934,497-21,528-62%$5.1M$1.9M-$3.2M2026-10-28
Weaver Capital Management LLC
DECREASED12,92417,426-4,502-26%$2.5M$1.9M-$639.4K2026-10-15
Benin Management Corp
DECREASED12,90912,934-250%$1.9M$1.9M-$21.2K2026-10-22
Facet Wealth, Inc.
INCREASED12,8766,550+6,326+97%$960.5K$1.9M+$910.2K2026-11-04
First Command Advisory Services, Inc.
DECREASED12,86718,322-5,455-30%$2.7M$1.9M-$817.4K2026-11-05
Donaldson Capital Management, LLC
DECREASED12,82512,961-136-1%$1.9M$1.9M-$37.4K2026-11-09
Tennessee Valley Asset Management Partners
DECREASED12,80316,798-3,995-24%$2.5M$1.9M-$603.3K2026-11-03
Convergence Financial, LLC
DECREASED12,70723,972-11,265-47%$3.5M$1.8M-$1.7M2026-10-27
Mountain Pacific Investment Advisers LLC
INCREASED12,70612,586+120+1%$1.8M$1.8M+$3172026-10-29
Bison Wealth, LLC
INCREASED12,69211,454+1,238+11%$1.7M$1.9M+$234.3K2026-10-13
Navalign, LLC
DECREASED12,68712,696-90%$1.9M$1.8M-$18.5K2026-11-09
Iron Financial LLC
INCREASED12,6866,167+6,519+106%$904.4K$1.8M+$938.7K2026-10-23
Cornerstone Advisory, LLC
INCREASED12,63412,320+314+3%$1.8M$1.8M+$29.0K2026-11-06
Woodward Diversified Capital, LLC
INCREASED12,63412,578+56+0%$1.8M$1.8M-$8.9K2026-10-21
Simon Quick Advisors, LLC
INCREASED12,59212,586+6+0%$1.8M$1.8M-$16.2K2026-10-26
Staley Capital Advisers Inc
INCREASED12,58412,155+429+4%$1.8M$1.8M+$45.8K2026-11-06
Elyxium Wealth, LLC
DECREASED12,56413,482-918-7%$2.0M$1.8M-$151.7K2026-10-27
Shariaportfolio, Inc.
DECREASED12,56012,847-287-2%$1.9M$1.8M-$59.1K2026-10-20
Center For Asset Management LLC
DECREASED12,55713,009-452-3%$1.9M$1.8M-$83.2K2026-10-16
Coerente Capital Management
UNCHANGED12,51112,51100%$1.8M$1.8M-$17.0K2026-10-29
Annex Advisory Services, LLC
INCREASED12,50812,506+2+0%$1.8M$1.8M-$16.8K2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED12,47013,120-650-5%$1.9M$1.8K-$1.9M2026-11-04
Wealth Group, Ltd.
DECREASED12,45827,549-15,091-55%$4.0M$1.8K-$4.0M2026-10-30
Deseret Mutual Benefit Administrators
INCREASED12,45112,413+38+0%$1.8M$1.8M-$11.4K2026-11-04
Maia Wealth LLC
INCREASED12,38110,183+2,198+22%$1.5M$1.8M+$305.5K2026-10-19
Generali Investments, Management Co LLC
DECREASED12,37015,102-2,732-18%$2.2M$1.8M-$417.4K2026-10-19
Granite Investment Partners, LLC
DECREASED12,37012,380-100%$1.8M$1.8M-$18.3K2026-11-04
Schear Investment Advisers, LLC
DECREASED12,35814,989-2,631-18%$2.2M$1.8M-$402.6K2026-10-14
Tempo Wealth, LLC
INCREASED12,35810,731+1,627+15%$1.6M$1.8M+$221.9K2026-10-14
Crescent Grove Advisors, LLC
INCREASED12,31712,315+2+0%$1.8M$1.8M-$16.5K2026-10-21
Dudley Capital Management, LLC
INCREASED12,31112,101+210+2%$1.8M$1.8M+$14.1K2026-10-23
XML Financial, LLC
DECREASED12,24713,751-1,504-11%$2.0M$1.8M-$237.3K2026-10-29
Ignite Planners, LLC
DECREASED12,23612,371-135-1%$1.8M$1.8M-$28.9K2026-10-14
BKM Wealth Management, LLC
INCREASED12,22311,805+418+4%$1.7M$1.8M+$44.7K2026-10-22
Powers Advisory Group, LLC
DECREASED12,21212,631-419-3%$1.9M$1.8M-$78.0K2026-10-14
ARQ Wealth Advisors, LLC
DECREASED12,19515,081-2,886-19%$2.2M$1.8M-$477.3K2026-10-29
MSH Capital Advisors LLC
INCREASED12,18512,178+7+0%$1.8M$1.8M-$15.6K2026-11-03
Patten Group, Inc.
INCREASED12,14511,982+163+1%$1.8M$1.8M+$7.4K2026-10-26
Ticino Wealth
INCREASED12,14211,951+191+2%$1.8M$1.8M+$11.5K2026-10-13
White Pine Capital LLC
DECREASED11,95612,034-78-1%$1.8M$1.7M-$27.7K2026-11-09
Delta Investment Management, LLC
INCREASED11,95411,953+1+0%$1.8M$1.7M-$16.2K2026-11-09
Pine Haven Investment Counsel, Inc
DECREASED11,93011,984-540%$1.8M$1.7M-$24.1K2026-11-02
Greenwood Capital Associates LLC
DECREASED11,92811,951-230%$1.8M$1.7M-$19.6K2026-10-27
Financial Council, LLC
DECREASED11,90512,652-747-6%$1.9M$1.7M-$125.8K2026-11-02
Beacon Capital Management, LLC
DECREASED11,90312,781-878-7%$1.9M$1.7M-$144.8K2026-10-23
Rayburn West Financial Services LLC
DECREASED11,88311,989-106-1%$1.8M$1.7M-$31.7K2026-11-03
Triad Wealth Partners, LLC
DECREASED11,87312,269-396-3%$1.8M$1.7M-$53.7K2026-10-26
Bigelow Investment Advisors, LLC
INCREASED11,83611,627+209+2%$1.7M$1.7M+$14.6K2026-10-13
NBH Bank
INCREASED11,83111,422+409+4%$1.7M$1.7M+$43.9K2026-11-05
Carson Advisory Inc.
DECREASED11,81111,998-187-2%$1.8M$1.7M-$43.5K2026-11-06
Well Done, LLC
DECREASED11,81013,416-1,606-12%$2.0M$1.7M-$251.5K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED11,74511,771-260%$1.7M$1.7M-$19.8K2026-10-20
Hummer Financial Advisory Services Inc
DECREASED11,69412,091-397-3%$1.8M$1.7M-$74.1K2026-10-09
CWS Financial Advisors, LLC
INCREASED11,68411,671+13+0%$1.7M$1.7M-$13.9K2026-10-16
Nfsg Corp
INCREASED11,67011,599+71+1%$1.7M$1.7M-$5.5K2026-10-15
Clearstead Trust, LLC
DECREASED11,63312,137-504-4%$1.8M$1.7M-$89.6K2026-11-06
Integral Investment Advisors, Inc.
INCREASED11,61811,481+137+1%$1.7M$1.7M+$4.3K2026-11-03
Fiduciary Family Office, LLC
INCREASED11,61011,566+44+0%$1.7M$1.7M-$9.4K2026-11-04
Tucker Asset Management LLC
INCREASED11,5987,061+4,537+64%$1.0M$1.7M+$649.5K2026-10-29
Massachusetts Wealth Management
INCREASED11,58511,160+425+4%$1.6M$1.7M+$46.6K2026-10-21
Impact Partnership Wealth, LLC
INCREASED11,58310,201+1,382+14%$1.5M$1.7M+$186.9K2026-11-09
Professional Advisory Services Inc
UNCHANGED11,54311,54300%$1.7K$1.7K-$162026-10-08
Angeles Wealth Management, LLC
DECREASED11,50312,810-1,307-10%$1.9M$1.7M-$207.3K2026-10-26
SeaCrest Wealth Management, LLC
DECREASED11,47711,556-79-1%$1.7M$1.7M-$27.2K2026-10-21
Walker Asset Management, LLC
INCREASED11,43210,917+515+5%$1.6M$1.7M+$60.0K2026-10-13
Private Wealth Management Group, LLC
INCREASED11,4083,758+7,650+204%$551.1K$1.7M+$1.1M2026-10-19
Winebrenner Capital Management LLC
DECREASED11,40711,650-243-2%$1.7M$1.7M-$51.1K2026-10-07
MB, Levis & Associates, LLC
INCREASED11,37711,067+310+3%$1.6M$1.7M+$30.0K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
INCREASED11,36110,986+375+3%$1.6M$1.7M+$39.5K2026-10-15
Carnegie Lake Advisors LLC
UNCHANGED11,34911,34900%$1.7M$1.6M-$15.4K2026-11-06
High Net Worth Advisory Group LLC
INCREASED11,34710,817+530+5%$1.6M$1.6M+$62.3K2026-10-26
Financial Planning Hawaii, Inc.
DECREASED11,34411,579-235-2%$1.7M$1.6M-$49.8K2026-10-13
Nvwm, LLC
INCREASED11,33611,141+195+2%$1.6M$1.6M+$13.2K2026-10-14
Central Bank & Trust Co
DECREASED11,30211,433-131-1%$1.7M$1.6M-$34.6K2026-10-09
Blue Fin Capital, Inc.
DECREASED11,30111,400-99-1%$1.7M$1.6M-$29.9K2026-10-28
Granite Islands Private Wealth, LLC
INCREASED11,23310,527+706+7%$1.5M$1.6M+$89.3K2026-10-16
Wellington Grp LLC
INCREASED11,2298,464+2,765+33%$1.2M$1.6M+$390.2K2026-11-06
Segment Wealth Management, LLC
DECREASED11,20712,458-1,251-10%$1.8M$1.6M-$198.7K2026-10-26
Hall Capital Management Co Inc
DECREASED11,19511,205-100%$1.6M$1.6M-$16.7K2026-11-09
Partners Wealth Management, LLC
INCREASED11,1935,774+5,419+94%$846.7K$1.6M+$779.4K2026-10-28
Park Edge Advisors, LLC
INCREASED11,16111,020+141+1%$1.6M$1.6M+$5.4K2026-10-28
Mustard Seed Financial, LLC
INCREASED11,12711,122+5+0%$1.6M$1.6M-$14.4K2026-10-30
Inlet Private Wealth, LLC
DECREASED11,12311,174-510%$1.6M$1.6M-$22.5K2026-10-21
Harbour Trust & Investment Management Co
DECREASED11,11111,518-407-4%$1.7M$1.6M-$74.8K2026-10-28
Fluent Financial, LLC
INCREASED11,0809,457+1,623+17%$1.4M$1.6M+$222.9K2026-10-13
Access Financial Services, Inc.
DECREASED11,05311,232-179-2%$1.6M$1.6M-$41.3K2026-11-09
Uncommon Cents Investing Inc
INCREASED11,0479,525+1,522+16%$1.4M$1.6M+$208.2K2026-10-20
Accredited Investors Inc.
INCREASED11,0079,970+1,037+10%$1.5M$1.6M+$137.1K2026-11-03
Rice Partnership, LLC
DECREASED11,00011,072-72-1%$1.6M$1.6M-$25.5K2026-11-09
River Street Advisors LLC
INCREASED10,9558,279+2,676+32%$1.2M$1.6M+$377.5K2026-10-22
LVW Advisors, LLC
INCREASED10,9474,182+6,765+162%$613.3K$1.6M+$977.1K2026-10-19
Nippon Life Global Investors Americas, Inc.
DECREASED10,940252,490-241,550-96%$37.0M$1.6M-$35.4M2026-10-29
Applied Capital LLC
UNCHANGED10,92410,92400%$1.6M$1.6M-$14.9K2026-10-07
Bedel Financial Consulting, Inc.
DECREASED10,91711,060-143-1%$1.6M$1.6M-$35.9K2026-11-06
DeDora Capital, Inc.
DECREASED10,90012,312-1,412-11%$1.8M$1.6M-$221.9K2026-10-26
Sard Wealth Management Group, LLC
INCREASED10,90010,724+176+2%$1.6M$1.6M+$11.0K2026-10-16
Diligent Investors, LLC
DECREASED10,89210,921-290%$1.6M$1.6M-$19.0K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,85315,494-4,641-30%$2.3M$1.6M-$695.3K2026-10-14
Waterfront Wealth Inc.
DECREASED10,80411,328-524-5%$1.7M$1.7M+$51.9K2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED10,79610,786+10+0%$1.6M$1.6M-$13.3K2026-10-08
Johnson Wealth Management, LLC
DECREASED10,79110,904-113-1%$1.6M$1.6M-$31.2K2026-11-09
Indiana Trust & Investment Management Co
DECREASED10,71710,732-150%$1.6M$1.6M-$16.8K2026-10-22
Reliant Investment Management, LLC
INCREASED10,67410,643+31+0%$1.6M$1.6M-$10.0K2026-10-14
West Paces Advisors Inc.
DECREASED10,67313,666-2,993-22%$2.0M$1.6M-$453.4K2026-10-13
Paragon Private Wealth Management, LLC
DECREASED10,64811,505-857-7%$1.7M$1.5M-$140.2K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED10,63810,630+8+0%$1.6M$1.5M-$13.2K2026-11-03
Winthrop Advisory Group LLC
INCREASED10,61810,368+250+2%$1.5M$1.5M+$22.2K2026-10-22
AA Financial Advisors, LLC
INCREASED10,6029,621+981+10%$1.4M$1.5M+$129.4K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED10,58010,034+546+5%$1.5M$1.6M+$73.8K2026-10-22
MBL Wealth, LLC
INCREASED10,5659,099+1,466+16%$1.3M$1.5M+$200.6K2026-10-22
Rudd Co d/b/a Styre Wealth
NEW10,532—+10,532——$1.7M—2026-10-29
Vestor Capital, LLC
INCREASED10,5061,893+8,613+455%$320$491+$1712026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED10,50010,546-460%$1.5M$1.5M-$21.0K2026-10-28
Strategic Advisors LLC
DECREASED10,48611,568-1,082-9%$1.7M$1.5M-$172.9K2026-10-13
Kennebec Savings Bank
INCREASED10,48410,095+389+4%$1.5M$1.5M+$42.8K2026-10-22
Linscomb Wealth, Inc.
DECREASED10,44510,517-72-1%$1.5M$1.5M-$24.8K2026-11-05
West Family Investments, Inc.
INCREASED10,4299,405+1,024+11%$1.4M$1.5M+$136.0K2026-11-09
Kestra Investment Management, LLC
DECREASED10,42610,470-440%$1.5M$1.5M-$20.6K2026-11-04
TBH Global Asset Management, LLC
INCREASED10,36910,240+129+1%$1.5M$1.5M+$4.9K2026-11-03
Childress Capital Advisors, LLC
DECREASED10,34610,382-360%$1.5M$1.5M-$19.4K2026-10-28
Greenwood Gearhart LLC
INCREASED10,3173,792+6,525+172%$556.1K$1.5M+$942.8K2026-11-02
Harrington Investments, Inc
DECREASED10,31010,347-370%$1.5M$1.5M-$19.4K2026-10-14
Silver Lake Advisory, LLC
DECREASED10,30310,347-440%$1.5M$1.5M-$20.5K2026-10-22
Milestone Asset Management, LLC
INCREASED10,2219,156+1,065+12%$1.3M$1.5M+$142.3K2026-10-15
Brown, Lisle Ings, Inc.
DECREASED10,20710,646-439-4%$1.6M$1.5M-$78.2K2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED10,16510,156+9+0%$1.5M$1.5M-$12.5K2026-10-21
PW Nova Financial Services LLC
INCREASED10,15610,135+21+0%$1.5M$1.5M-$10.6K2026-10-15
Wolff Financial Management LLC
DECREASED10,13410,146-120%$1.5M$1.5M-$15.5K2026-10-23
ForthRight Wealth Management, LLC
DECREASED10,11010,431-321-3%$1.5M$1.5M-$60.9K2026-11-06
Bernicke Wealth Management, Ltd.
INCREASED10,0769,831+245+2%$1.4M$1.5M+$22.2K2026-11-06
DT Investment Partners, LLC
INCREASED10,0739,734+339+3%$1.4M$1.5M+$36.0K2026-10-27
Yoffe Investment Management, LLC
UNCHANGED10,04210,04200%$1.5M$1.5M-$13.7K2026-11-02
Oslo Pensjonsforsikring AS
INCREASED10,0409,250+790+9%$1.4M$1.5M+$102.2K2026-10-15
Quent Capital, LLC
INCREASED10,0319,766+265+3%$1.4M$1.7M+$228.3K2026-11-09
Cerro Pacific Wealth Advisors LLC
DECREASED10,02310,128-105-1%$1.5M$1.5M-$29.0K2026-10-22
Beam Wealth Advisors, Inc.
INCREASED10,02110,017+4+0%$1.5M$1.5M-$13.0K2026-11-03
Legacy Private Trust Co.
DECREASED10,01317,343-7,330-42%$2.5M$1.5M-$1.1M2026-10-06
Curated Wealth Partners LLC
INCREASED10,0061,715+8,291+483%$251.5K$1.5M+$1.2M2026-10-15
Sovran Advisors, LLC
INCREASED9,9118,997+914+10%$1.3M$1.6M+$252.3K2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED9,9069,830+76+1%$1.4M$1.4M-$2.4K2026-10-16
Aviso Wealth Management
DECREASED9,87010,557-687-7%$1.5M$1.4M-$114.2K2026-11-04
Fourpath Capital Management, LLC
DECREASED9,7979,879-82-1%$1.4M$1.4M-$25.5K2026-10-19
Harrell Investment Partners, LLC
DECREASED9,78411,689-1,905-16%$1.7M$1.4M-$292.6K2026-10-15
Beacon Financial Advisory LLC
INCREASED9,7679,532+235+2%$1.4M$1.4M+$21.2K2026-10-16
Finivi Inc.
DECREASED9,7309,791-61-1%$1.4M$1.4M-$22.2K2026-10-13
Midland Wealth Advisors, LLC
DECREASED9,7229,986-264-3%$1.5M$1.4M-$51.9K2026-10-26
National Wealth Management Group, LLC
INCREASED9,7189,694+24+0%$1.4M$1.4M-$9.7K2026-10-26
Summit Financial Strategies, Inc.
DECREASED9,67910,239-560-5%$1.5M$1.4M-$95.3K2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED9,6397,707+1,932+25%$1.1M$1.4M+$270.2K2026-11-05
Abundance Wealth Counselors
DECREASED9,6329,975-343-3%$1.5M$1.4M-$63.4K2026-10-26
Councilmark Asset Management, LLC
UNCHANGED9,6009,60000%$1.4M$1.4M-$13.1K2026-10-20
Creative Financial Designs Inc
DECREASED9,59912,100-2,501-21%$1.8M$1.4M-$379.7K2026-11-04
Mosley Wealth Management
INCREASED9,5918,919+672+8%$1.3M$1.5M+$198.7K2026-10-16
Parkshore Wealth Management, Inc.
DECREASED9,5839,975-392-4%$1.5M$1.4M-$70.6K2026-10-13
DE Burlo Group Inc
DECREASED9,5549,754-200-2%$1.4M$1.4M-$42.3K2026-11-05
Regent Peak Wealth Advisors LLC
DECREASED9,52810,068-540-5%$1.5M$1.4M-$92.1K2026-10-13
Trust Co of the South
DECREASED9,4789,794-316-3%$1.4M$1.4M-$59.2K2026-10-21
Providence Wealth Advisors, LLC
DECREASED9,47710,112-635-6%$1.5M$1.4M-$147.2K2026-10-29
Arista Wealth Management, LLC
INCREASED9,4529,430+22+0%$1.4M$1.4M-$9.6K2026-10-29
Compass Wealth Management LLC
DECREASED9,4299,439-100%$1.4M$1.4M-$14.3K2026-10-22
CJM Wealth Advisers, Ltd.
DECREASED9,4179,548-131-1%$1.4M$1.4M-$31.9K2026-10-27
Uhlmann Price Securities, LLC
INCREASED9,4139,268+145+2%$1.4M$1.4M+$8.5K2026-11-03
GoalVest Advisory LLC
INCREASED9,4019,298+103+1%$1.4M$1.4M+$2.3K2026-10-02
Occidental Asset Management, LLC
INCREASED9,3978,350+1,047+13%$1.2M$1.4M+$140.8K2026-11-05
365 WMG Private Fund I: Primus Fund LLC
NEW9,388—+9,388——$1.4M—2026-10-20
Axecap Investments, LLC
DECREASED9,3889,394-60%$1.4M$1.4M-$13.6K2026-10-20
Hilltop National Bank
DECREASED9,3729,951-579-6%$1.5M$1.4M-$97.7K2026-10-14
Gratus Wealth Advisors, LLC
DECREASED9,3639,603-240-2%$1.4M$1.4M-$47.9K2026-10-26
Asset Planning,Inc
INCREASED9,3529,308+44+0%$1.4M$1.4M-$6.2K2026-10-26
Evanson Financial, LLC
DECREASED9,3509,396-460%$1.4M$1.4M-$19.5K2026-10-23
True North Advisors, LLC
INCREASED9,3427,233+2,109+29%$1.1M$1.4M+$296.5K2026-10-22
Sanders Morris Harris LLC
INCREASED9,3292,295+7,034+306%$336.5K$1.4M+$1.0M2026-10-14
Rossby Financial, LCC
INCREASED9,3018,154+1,147+14%$1.2M$1.4M+$155.6K2026-11-05
Cypress Wealth Services, LLC
DECREASED9,2689,735-467-5%$1.4M$1.4M-$52.1K2026-10-21
Townsend Asset Management Corp
DECREASED9,2649,329-65-1%$1.4M$1.3M-$22.1K2026-10-29
Greatmark Investment Partners, Inc.
DECREASED9,2639,363-100-1%$1.4M$1.3M-$27.3K2026-10-28
1900 Wealth Management LLC
INCREASED9,2618,909+352+4%$1.3M$1.3M+$39.0K2026-10-13
Brindle & Bay Financial Advisors, LLC
INCREASED9,2566,776+2,480+37%$993.6K$1.3M+$351.1K2026-10-15
River Wealth Advisors LLC
DECREASED9,24110,374-1,133-11%$1.5M$1.3M-$178.7K2026-11-09
Union Savings Bank
DECREASED9,2339,381-148-2%$1.4M$1.3M-$34.3K2026-10-14
Commerce Advisors, LLC
DECREASED9,1659,768-603-6%$1.4M$1.3M-$101.0K2026-10-19
ROI Financial Advisors, LLC
DECREASED9,1479,992-845-8%$1.5M$1.3M-$136.2K2026-10-19
CMG Global Holdings, LLC
INCREASED9,1379,039+98+1%$1.3M$1.3M+$1.9K2026-10-14
Levin Capital Strategies, L.P.
INCREASED9,1119,061+50+1%$1.3M$1.3M-$5.1K2026-11-02
Lederer & Associates Investment Counsel
DECREASED9,1099,142-330%$1.3K$1.3K-$182026-10-23
Chickasaw Capital Management LLC
DECREASED9,0949,698-604-6%$1.4K$1.3M+$1.3M2026-10-08
Heritage Wealth Advisors
DECREASED9,0879,285-198-2%$1.4M$1.3M-$41.5K2026-11-09
First City Capital Management, Inc.
DECREASED9,0609,917-857-9%$1.5M$1.3M-$137.9K2026-10-27
Accel Wealth Management
INCREASED9,0608,991+69+1%$1.3M$1.3M-$2.3K2026-10-13
Fermata Advisors, LLC
INCREASED9,0568,057+999+12%$1.2M$1.3M+$134.2K2026-10-13
Keystone Financial Planning, Inc.
UNCHANGED9,0219,02100%$1.3M$1.3M-$12.3K2026-10-08
CRA Financial Services, LLC
DECREASED8,9869,357-371-4%$1.4M$1.3M-$66.6K2026-10-16
Vista Investment Partners LLC
DECREASED8,98214,893-5,911-40%$2.2M$1.3M-$879.0K2026-10-08
Moss Adams Wealth Advisors LLC
DECREASED8,97110,503-1,532-15%$1.5M$1.3M-$236.9K2026-10-28
Versant Capital Management, Inc
DECREASED8,9519,931-980-10%$1.5M$1.3M-$155.9K2026-10-02
Premier Path Wealth Partners, LLC
INCREASED8,9378,286+651+8%$1.2M$1.3M+$83.4K2026-10-16
Triumph Capital Management
DECREASED8,9079,178-271-3%$1.3M$1.3M-$51.8K2026-10-14
McAdam, LLC
DECREASED8,8949,315-421-5%$1.4M$1.3M-$73.9K2026-10-21
Fulton Breakefield Broenniman LLC
INCREASED8,8708,739+131+2%$1.3M$1.3M+$7.2K2026-11-03
Measured Risk Portfolios, Inc.
INCREASED8,8688,414+454+5%$1.2M$1.3M+$54.5K2026-10-21
Vista Investment Partners II, LLC
INCREASED8,8605,267+3,593+68%$772.3K$1.3M+$514.8K2026-10-15
M.E. Allison & Co., Inc.
DECREASED8,8439,006-163-2%$1.3M$1.3M-$36.0K2026-10-09
Pacific Center for Financial Services
INCREASED8,8438,841+2+0%$1.3M$1.3M-$11.7K2026-10-15
SJS Investment Consulting Inc.
INCREASED8,8338,229+604+7%$1.2M$1.3M+$76.6K2026-10-26
Ellis Investment Partners, LLC
INCREASED8,8168,752+64+1%$1.3M$1.3M-$2.7K2026-10-21
Wolff Wiese Magana LLC
INCREASED8,8138,447+366+4%$1.2M$1.3M+$41.8K2026-10-15
Virtue Capital Management, LLC
INCREASED8,7378,109+628+8%$1.2M$1.3M+$80.3K2026-10-29
EPG Wealth Management LLC
DECREASED8,7279,439-712-8%$1.4M$1.3M-$116.3K2026-11-03
Gilman Hill Asset Management, LLC
DECREASED8,6849,035-351-4%$1.3M$1.3M-$63.2K2026-10-13
Sunpointe, LLC
DECREASED8,6839,240-557-6%$1.4M$1.3M-$93.4K2026-10-22
Verus Capital Partners, LLC
DECREASED8,6698,692-230%$1.3M$1.3M-$15.2K2026-11-03
Wealth Effects LLC
DECREASED8,6598,751-92-1%$1.3M$1.3M-$25.4K2026-10-23
Strong Retirement Solutions LLC
INCREASED8,6548,050+604+8%$1.2M$1.3M+$76.8K2026-10-07
Patriot Financial Group Insurance Agency, LLC
INCREASED8,6507,706+944+12%$1.1M$1.3M+$126.1K2026-10-14
Westbourne Investment Advisors, Inc.
DECREASED8,6408,840-200-2%$1.3M$1.3M-$41.1K2026-10-20
Certuity, LLC
INCREASED8,6197,307+1,312+18%$1.1M$1.3M+$180.7K2026-11-02
W Advisors, LLC
INCREASED8,6018,466+135+2%$1.2M$1.2M+$8.1K2026-11-02
Revisor Wealth Management LLC
INCREASED8,5818,005+576+7%$1.2M$1.4M+$179.7K2026-10-20
Intrua Financial, LLC
DECREASED8,5719,732-1,161-12%$1.4M$1.2M-$181.9K2026-10-28
Elco Management Co., LLC
INCREASED8,5658,529+36+0%$1.3M$1.2M-$6.4K2026-10-14
Guidance Capital, Inc
INCREASED8,5418,329+212+3%$1.3M$1.4M+$135.1K2026-11-03
Cassia Capital Partners, LLC
INCREASED8,5158,252+263+3%$1.2M$1.2M+$27.0K2026-11-04
HBW Advisory Services LLC
INCREASED8,5108,452+58+1%$1.2M$1.2M-$3.1K2026-10-15
HCR Wealth Advisors
INCREASED8,5078,341+166+2%$1.2M$1.2M+$12.7K2026-10-15
Kennon-Green & Company, LLC
DECREASED8,5068,591-85-1%$1.3M$1.2M-$24.0K2026-10-05
Wedgewood Investors Inc
UNCHANGED8,4988,49800%$1.2M$1.2M-$11.6K2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED8,4808,576-96-1%$1.3M$1.2M-$25.5K2026-10-08
World Equity Group, Inc.
DECREASED8,4738,928-455-5%$1.3M$1.2M-$68.0K2026-10-14
TFC Financial Management, Inc.
DECREASED8,4698,583-114-1%$1.3M$1.2M-$28.2K2026-10-26
Smallwood Wealth Investment Management, LLC
INCREASED8,4658,346+119+1%$1.2M$1.2M+$5.9K2026-10-30
Thoroughbred Financial Services, LLC
DECREASED8,4498,468-190%$1.2M$1.2K-$1.2M2026-11-09
Junk Investment Group, LLC
INCREASED8,4437,418+1,025+14%$1.1M$1.2M+$138.9K2026-10-19
Asset One Wealth Management LLC
INCREASED8,4257,754+671+9%$1.1M$1.2M+$75.9K2026-11-02
West Michigan Advisors, LLC
DECREASED8,3978,901-504-6%$1.3M$1.2M-$85.3K2026-11-09
Guardian Investment Management
DECREASED8,3858,685-300-3%$1.3M$1.2M-$55.4K2026-10-23
Paragon Capital Management Ltd
INCREASED8,3818,380+1+0%$1.2M$1.2M-$11.2K2026-10-09
Boyd Watterson Asset Management LLC
DECREASED8,35410,108-1,754-17%$1.5M$1.2M-$268.6K2026-11-06
Allen Capital Group, LLC
INCREASED8,3498,124+225+3%$1.2M$1.2M+$21.7K2026-10-27
EagleClaw Capital Managment, LLC
DECREASED8,3498,447-98-1%$1.2M$1.2M-$25.7K2026-11-06
Optas, LLC
DECREASED8,3398,566-227-3%$1.3M$1.2M-$44.6K2026-11-09
Clark & Stuart, Inc
INCREASED8,3168,010+306+4%$1.2M$1.2M+$33.6K2026-10-14
Scheeler Financial LLC
NEW8,308—+8,308——$1.2M—2026-10-13
Abner Herrman & Brock LLC
INCREASED8,2917,936+355+4%$1.2K$1.2K+$412026-10-20
Cora Capital Advisors LLC
DECREASED8,2888,471-183-2%$1.2M$1.2M-$38.1K2026-11-02
Enterprise Financial Services Corp
DECREASED8,2868,768-482-5%$1.3M$1.2M-$81.9K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED8,26210,171-1,909-19%$1.5M$1.2K-$1.5M2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED8,26113,161-4,900-37%$1.9M$1.2M-$727.5K2026-10-21
Register Financial Advisors LLC
INCREASED8,2388,223+15+0%$1.2M$1.2M-$9.1K2026-10-23
Eukles Asset Management
INCREASED8,2268,207+19+0%$1.2M$1.2M-$8.5K2026-11-04
Aldebaran Financial Inc.
DECREASED8,1909,135-945-10%$1.3M$1.2M-$149.7K2026-11-06
Successful Portfolios LLC
DECREASED8,1768,199-230%$1.2M$1.2M-$12.0K2026-10-09
Almanack Investment Partners, Llc.
DECREASED8,1558,721-566-6%$1.3M$1.2M-$94.1K2026-11-03
Golden Reserve Retirement LLC
INCREASED8,1475,621+2,526+45%$824.3K$1.2M+$359.4K2026-11-02
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED8,1468,14600%$1.2M$1.2M-$11.1K2026-10-26
Barrett & Company, Inc.
DECREASED8,0968,155-59-1%$1.2M$1.2M-$19.7K2026-10-22
Fiduciary Alliance LLC
DECREASED8,0819,952-1,871-19%$1.5M$1.2M-$285.4K2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
DECREASED8,06610,507-2,441-23%$1.5M$1.2M-$369.0K2026-11-09
Baker Tilly Wealth Management, LLC
DECREASED8,0668,367-301-4%$1.2M$1.2M-$55.2K2026-10-05
ASO Group Ltd
NEW8,057—+8,057——$1.2K—2026-11-05
Gibbs Wealth Management
INCREASED8,0405,980+2,060+34%$876.9K$1.2M+$291.1K2026-10-22
HMS Capital Management, LLC
DECREASED8,0338,184-151-2%$1.2M$1.2M-$33.1K2026-10-20
Integris Wealth Management, LLC
DECREASED8,0328,051-190%$1.2M$1.2M-$13.7K2026-10-14
Asio Capital, LLC
INCREASED8,0166,651+1,365+21%$975.3K$1.2M+$189.3K2026-10-19
Everest Financial Group LLC
INCREASED8,0137,746+267+3%$1.1M$1.2M+$28.2K2026-11-06
Elmwood Wealth Management, Inc.
DECREASED7,9828,578-596-7%$1.3M$1.2M-$98.2K2026-10-14
First Financial Corp
INCREASED7,9827,872+110+1%$1.2M$1.2M+$5.3K2026-10-13
JB Capital LLC
DECREASED7,9458,346-401-5%$1.2M$1.2M-$69.6K2026-10-19
Summit Investment Advisors, Inc.\KS
UNCHANGED7,9417,94100%$1.2M$1.2M-$10.8K2026-11-05
WealthBridge Capital Management, LLC
DECREASED7,9227,969-47-1%$1.2M$1.2M-$17.6K2026-10-16
Sentry LLC
DECREASED7,9168,417-501-6%$1.2M$1.2M-$84.2K2026-10-30
Castleview Partners, LLC
INCREASED7,9097,207+702+10%$1.1M$1.1M+$92.3K2026-10-09
Arjuna Capital
DECREASED7,9077,954-47-1%$1.2M$1.1M-$17.6K2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED7,88113,523-5,642-42%$2.0M$1.1M-$838.1K2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
DECREASED7,8768,085-209-3%$1.2M$1.1M-$41.4K2026-10-08
Financial Solutions Advisory Group, Inc.
INCREASED7,8557,445+410+6%$1.1M$1.3M+$158.4K2026-10-28
Rose Capital Advisors LLC
NEW7,843—+7,843——$1.1M—2026-11-04
Winch Advisory Services, LLC
DECREASED7,8337,919-86-1%$1.2M$1.1M-$23.2K2026-11-06
Charles Schwab Trust Co
INCREASED7,8327,282+550+8%$1.1M$1.1M+$70.0K2026-10-15
626 Financial, LLC
DECREASED7,8258,054-229-3%$1.2M$1.1M-$44.3K2026-11-04
Prudent Man Advisors, LLC
DECREASED7,8248,054-230-3%$1.2M$1.1M-$44.4K2026-11-03
New England Capital Financial Advisors LLC
INCREASED7,8107,798+12+0%$1.1M$1.1M-$9.0K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED7,8006,885+915+13%$1.0M$1.1M+$123.6K2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED7,7968,358-562-7%$1.2M$1.1M-$93.0K2026-10-16
Cardinal Point Capital Management ULC
INCREASED7,7826,598+1,184+18%$967.5K$1.1M+$163.0K2026-10-21
Core Wealth Partners LLC
DECREASED7,7567,818-62-1%$1.1M$1.1M-$19.6K2026-11-02
James J. Burns & Company, LLC
INCREASED7,7337,720+13+0%$1.1M$1.1M-$8.8K2026-10-22
DB&C Advisors, LLC
INCREASED7,7217,682+39+1%$1.1M$1.1M-$4.8K2026-10-26
Johnson & White Wealth Management, LLC
INCREASED7,7157,264+451+6%$1.1M$1.1M+$55.7K2026-11-03
Colorado Capital Management, Inc.
DECREASED7,7047,747-43-1%$1.1K$1.1K-$172026-10-15
Argent Capital Management LLC
UNCHANGED7,7017,70100%$1.1M$1.1M-$10.5K2026-10-05
Alliance Wealth Advisors, LLC
DECREASED7,6797,914-235-3%$1.2M$1.1M-$44.9K2026-10-14
Trueblood Wealth Management, LLC
INCREASED7,6587,646+12+0%$1.1M$1.1M-$8.6K2026-10-23
Mainsail Financial Group, LLC
INCREASED7,6577,025+632+9%$1.0M$1.1M+$82.3K2026-10-23
Aspire Private Capital, LLC
DECREASED7,6507,699-49-1%$1.1M$1.1M-$17.6K2026-11-05
Moller Wealth Partners
DECREASED7,6469,249-1,603-17%$1.4M$1.1M-$245.5K2026-10-15
Swiss RE LTD
INCREASED7,6394,646+2,993+64%$681.3K$1.1M+$428.5K2026-11-06
Roxbury Financial LLC
DECREASED7,6397,998-359-4%$1.2M$1.1M-$63.0K2026-10-01
Gilliland Jeter Wealth Management LLC
DECREASED7,6187,751-133-2%$1.1M$1.1M-$29.9K2026-10-28
Pinion Investment Advisors, LLC
INCREASED7,6127,382+230+3%$1.1M$1.1M+$23.4K2026-11-04
WoodTrust Financial Corp
DECREASED7,6067,633-270%$1.1M$1.1K-$1.1M2026-10-09
Barlow Wealth Partners, LLC
INCREASED7,6027,401+201+3%$1.1M$1.1M+$30.0K2026-10-15
Mattern Wealth Management LLC
UNCHANGED7,6027,60200%$1.1M$1.1M-$10.3K2026-11-04
First Heartland Consultants, Inc.
INCREASED7,6016,858+743+11%$1.0M$1.1M+$98.6K2026-10-08
DMC Group, LLC
INCREASED7,5957,535+60+1%$1.1M$1.1M-$1.5K2026-10-26
Riversedge Advisors, LLC
INCREASED7,5872,294+5,293+231%$336.4K$1.1M+$765.7K2026-10-09
BankPlus Wealth Management LLC
DECREASED7,5677,738-171-2%$1.1M$1.1M-$35.0K2026-10-13
Altus Wealth Management, LLC
INCREASED7,5656,999+566+8%$1.0M$1.1M+$72.7K2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED7,5627,181+381+5%$1.1M$1.1M+$45.6K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED7,5361,884+5,652+300%$276.3K$1.1M+$818.6K2026-10-30
Howard Capital Management Group, LLC
DECREASED7,5367,537-10%$1.1M$1.1M-$10.3K2026-10-16
Tanager Wealth Management LLP
INCREASED7,5296,126+1,403+23%$898.4K$1.1M+$195.4K2026-10-19
Cannon Financial Strategists, Inc.
UNCHANGED7,5097,50900%$1.1M$1.1M-$10.2K2026-10-19
Purkiss Capital Advisors LLC
INCREASED7,5087,208+300+4%$1.1M$1.1M+$33.9K2026-11-06
RM Financial Services, LLC
DECREASED7,5027,628-126-2%$1.1M$1.1M-$28.7K2026-11-03
Aljian Capital Management, LLC
DECREASED7,4927,542-50-1%$1.1M$1.1M-$17.6K2026-10-28
Finward Bancorp
UNCHANGED7,4837,48300%$1.1M$1.1M-$10.2K2026-10-14
DecisionMap Wealth Management, LLC
DECREASED7,4778,142-665-8%$1.2M$1.1M-$107.6K2026-10-29
Institute for Wealth Management, Llc.
DECREASED7,4767,592-116-2%$1.1M$1.1M-$27.2K2026-11-06
Godsey & Gibb, Inc
INCREASED7,4707,461+9+0%$1.1M$1.1M-$8.8K2026-10-14
Lawood & Co
DECREASED7,4667,766-300-4%$1.1M$1.1M-$54.1K2026-10-09
Little House Capital LLC
DECREASED7,4667,511-45-1%$1.1M$1.1M-$16.7K2026-11-06
SYM Financial Corp
INCREASED7,4434,053+3,390+84%$594.3K$1.1M+$487.0K2026-10-26
Root Financial Partners, LLC
INCREASED7,4215,475+1,946+36%$802.9K$1.1M+$275.3K2026-10-21
J. Team Financial, Inc.
INCREASED7,4136,352+1,061+17%$931.6K$1.1M+$145.4K2026-11-03
Insight Advisors, LLC/ PA
DECREASED7,4098,018-609-8%$1.2M$1.1M-$99.5K2026-10-22
Sage Rhino Capital LLC
INCREASED7,3997,396+3+0%$1.1M$1.1M-$9.6K2026-10-28
One Wealth Capital Management, LLC
INCREASED7,3973,025+4,372+145%$443.6K$1.1M+$631.1K2026-10-23
Presilium Private Wealth, LLC
INCREASED7,3577,251+106+1%$1.1M$1.1M+$5.5K2026-10-26
Reik & Co., LLC
DECREASED7,3067,513-207-3%$1.1M$1.1M-$40.3K2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED7,2917,372-81-1%$1.1M$1.1M-$21.8K2026-11-02
180 Wealth Advisors, LLC
INCREASED7,2917,279+12+0%$1.1M$1.1M-$8.1K2026-11-03
Abacus Planning Group, Inc.
INCREASED7,2855,845+1,440+25%$857.2K$1.1M+$201.2K2026-11-02
Mirador Capital Partners LP
INCREASED7,2737,257+16+0%$1.1M$1.1M-$7.5K2026-10-09
Advocate Investing Services LLC
INCREASED7,2597,187+72+1%$1.1M$1.1M+$6172026-10-26
Norris Perne & French LLP
DECREASED7,2467,367-121-2%$1.1M$1.1M-$27.6K2026-10-23
Eubel Brady & Suttman Asset Management Inc
INCREASED7,2047,169+35+0%$1.1M$1.0K-$1.0M2026-11-04
Centurion Wealth Management LLC
DECREASED7,1989,381-2,183-23%$1.4M$1.0M-$329.9K2026-10-13
Biltmore Wealth Management, LLC
DECREASED7,1887,329-141-2%$1.1M$1.0M-$30.6K2026-10-09
Raleigh Capital Management Inc.
INCREASED7,1546,997+157+2%$1.0M$1.0M+$13.3K2026-10-28
Income Insurance Ltd
UNCHANGED7,1537,15300%$1.0M$1.0M-$9.7K2026-10-21
First Interstate Bank
DECREASED7,1077,379-272-4%$1.1M$1.0M-$49.6K2026-10-23
Chapman Financial Group, LLC
UNCHANGED7,0847,08400%$1.0M$1.0M-$9.6K2026-10-26
Beacon Financial Group
DECREASED7,0777,490-413-6%$1.1M$1.0M-$70.2K2026-10-19
Affinity Capital Advisors, LLC
INCREASED7,0666,855+211+3%$1.0M$1.1M+$45.1K2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED7,0666,991+75+1%$1.0M$1.0M+$1.3K2026-10-22
Challenger Wealth Management
DECREASED7,0488,264-1,216-15%$1.2M$1.0M-$187.9K2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED7,0377,026+11+0%$1.0M$1.0M-$7.9K2026-10-29
Lummis Asset Management, LP
DECREASED7,0007,003-30%$1.0M$1.1M+$111.6K2026-11-09
LSV Asset Management
UNCHANGED7,0007,00000%$1.0M$1.0K-$1.0M2026-11-06
Investors Asset Management of Georgia Inc
INCREASED6,9926,642+350+5%$974.0K$1.0M+$41.8K2026-10-20
St. Johns Investment Management Company, LLC
INCREASED6,9696,713+256+4%$984.4K$1.0M+$28.1K2026-10-30
Maple Capital Management, Inc.
DECREASED6,9677,127-160-2%$1.0M$1.0M-$32.9K2026-11-02
Vaquero Private Wealth, LTD
UNCHANGED6,9436,94300%$1.0M$1.0M-$9.4K2026-10-27
Summit Wealth Group LLC / Co
DECREASED6,9388,640-1,702-20%$1.3M$1.0M-$259.1K2026-10-29
Financial Consulate, Inc
DECREASED6,9357,365-430-6%$1.1M$1.0M-$72.5K2026-10-23
Baron Wealth Management LLC
DECREASED6,9297,361-432-6%$1.1M$1.0M-$72.7K2026-10-27
Outlook Wealth Advisors, LLC
DECREASED6,9167,121-205-3%$1.0M$1.0M-$39.4K2026-10-28
True Private Wealth Advisors
INCREASED6,9146,890+24+0%$1.0M$1.0M-$5.8K2026-10-19
Landaas & Co
DECREASED6,8937,021-128-2%$1.0M$1.0M-$28.1K2026-10-29
Advisory Solutions Group, LLC
INCREASED6,8683,938+2,930+74%$577.5K$997.8K+$420.3K2026-10-14
Seamount Financial Group Inc
UNCHANGED6,8556,85500%$1.0M$995.9K-$9.3K2026-10-21
Orrstown Financial Services Inc
DECREASED6,8426,976-134-2%$1.0M$994.0K-$29.0K2026-10-14
Southern Michigan Bank & Trust
DECREASED6,8237,053-230-3%$1.0M$991.2K-$43.0K2026-10-19
Capstone Capital Management Ltd
NEW6,820—+6,820——$990.8K—2026-10-21
Cardiff Park Advisors, LLC
DECREASED6,8147,530-716-10%$1.1M$989.9K-$114.3K2026-11-09
Redhawk Wealth Advisors, Inc.
DECREASED6,81011,536-4,726-41%$1.7M$989.4K-$702.3K2026-10-14
Kelman-Lazarov, Inc.
INCREASED6,7985,581+1,217+22%$818.4K$987.6K+$169.2K2026-11-09
Chesapeake Capital Corp
NEW6,797—+6,797——$987.5K—2026-11-09
Investment Research Partners LLC
INCREASED6,7966,602+194+3%$968.2K$987.4K+$19.2K2026-10-19
Cpwa, LLC
DECREASED6,7696,857-88-1%$1.0M$1.0M+$31.5K2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED6,7686,76800%$995.2K$983.3K-$11.9K2026-10-13
Mine & Arao Wealth Creation & Management, Llc.
INCREASED6,7636,729+34+1%$986.7K$982.5K-$4.2K2026-10-29
Samalin Investment Counsel, LLC
DECREASED6,7627,167-405-6%$1.1M$982.4K-$68.5K2026-10-23
Evansbrook LLC
INCREASED6,7606,660+100+2%$976.6K$982.1K+$5.5K2026-10-16
Auxano Advisors, LLC
DECREASED6,7387,129-391-5%$1.0M$978.9K-$66.5K2026-11-06
Kelly Financial Group LLC
UNCHANGED6,7356,73500%$987.7K$978.7K-$9.0K2026-10-16
Smith Shellnut Wilson LLC
UNCHANGED6,7346,73400%$987.5K$978.3K-$9.2K2026-10-21
Renasant Bank
INCREASED6,7172,612+4,105+157%$383.0K$975.8K+$592.8K2026-11-05
Summit Wealth Group, LLC
DECREASED6,7016,832-131-2%$1.0M$973.5K-$28.3K2026-11-09
Detalus Advisors, LLC
DECREASED6,6946,844-150-2%$1.0M$972.4K-$31.1K2026-10-15
Certified Advisory Corp
DECREASED6,6896,697-80%$982.0K$971.8K-$10.2K2026-10-29
Carlson Financial, Inc.
DECREASED6,6856,870-185-3%$1.0M$971.2K-$35.9K2026-11-05
Guinness Atkinson Asset Management Inc
UNCHANGED6,6846,68400%$980.1K$971.1K-$9.1K2026-11-05
MTM Investment Management, LLC
DECREASED6,6776,905-228-3%$1.0M$970.0K-$42.5K2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED6,6756,765-90-1%$992.0K$969.8K-$22.2K2026-10-09
Waller Financial Planning Group, Inc
UNCHANGED6,6756,67500%$978.8K$969.7K-$9.1K2026-10-07
Evermay Wealth Management LLC
DECREASED6,6687,204-536-7%$1.1M$968.7K-$87.7K2026-11-05
Collaborative Fund Advisors, LLC
INCREASED6,6593,633+3,026+83%$532.7K$967.4K+$434.7K2026-11-02
Clear Creek Financial Management, LLC
DECREASED6,6597,100-441-6%$1.0M$967.4K-$73.7K2026-10-28
Towerpoint Wealth, LLC
DECREASED6,6566,771-115-2%$992.9K$967.0K-$25.9K2026-10-13
WealthPLAN Partners, LLC
INCREASED6,6304,318+2,312+54%$633.2K$963.3K+$330.1K2026-10-15
Three Bridge Wealth Advisors, LLC
INCREASED6,6276,488+139+2%$951.4K$962.8K+$11.4K2026-11-05
Cross Staff Investments Inc
DECREASED6,6276,676-49-1%$979.0K$962.8K-$16.3K2026-10-22
Stableford Capital II LLC
INCREASED6,6086,572+36+1%$963.7K$960.0K-$3.7K2026-10-09
Personal CFO Solutions, LLC
DECREASED6,5778,724-2,147-25%$1.3M$955.5K-$323.8K2026-11-06
Cromwell Holdings LLC
INCREASED6,5766,187+389+6%$907.3K$955.4K+$48.1K2026-10-28
Verity Asset Management, Inc.
DECREASED6,5746,600-260%$967.7K$955.0K-$12.7K2026-10-30
Guilbault Capital LLC
DECREASED6,5706,715-145-2%$984.6K$954.4K-$30.2K2026-10-28
RFG - Bristol Wealth Advisors, LLC
DECREASED6,5666,570-40%$963.4K$954.0K-$9.4K2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED6,5557,094-539-8%$1.0M$952.2K-$88.1K2026-11-04
Kuhn & Co Investment Counsel
INCREASED6,5556,489+66+1%$951.5K$952.3K+$7642026-10-29
Lester Murray Antman dba SimplyRich
DECREASED6,54711,746-5,199-44%$972.4K$951.1K-$21.3K2026-11-06
MBA Advisors LLC
INCREASED6,5416,380+161+3%$935.5K$950.2K+$14.7K2026-10-29
Balefire, LLC
INCREASED6,5345,798+736+13%$850.2K$949.3K+$99.0K2026-10-09
Armstrong Advisory Group, Inc
DECREASED6,5256,562-37-1%$962.3K$948.0K-$14.3K2026-10-09
Berman McAleer LLC
DECREASED6,5196,557-38-1%$961.5K$947.1K-$14.4K2026-10-16
Legacy Advisors, LLC
DECREASED6,5157,131-616-9%$1.0M$946.5K-$99.2K2026-10-19
Smith Thornton Advisors LLC
INCREASED6,4966,476+20+0%$960.8K$943.8K-$17.1K2026-10-16
Lawson Kroeker Investment Management Inc
UNCHANGED6,4886,48800%$951.4K$942.6K-$8.8K2026-10-22
Adelphi Trust Co
INCREASED6,4826,074+408+7%$890.7K$941.7K+$51.0K2026-10-05
Northern Financial Advisors Inc
INCREASED6,4766,093+383+6%$893.5K$940.8K+$47.3K2026-10-29
Victory Financial Group, LLC
INCREASED6,4433,873+2,570+66%$568.0K$936.0K+$368.0K2026-10-27
Park Place Capital Corp
INCREASED6,4361,900+4,536+239%$278.6K$935.0K+$656.4K2026-11-09
City State Bank
INCREASED6,4276,104+323+5%$895.1K$933.7K+$38.6K2026-10-20
Richwood Investment Advisors, LLC
DECREASED6,4266,539-113-2%$958.8K$933.6K-$25.2K2026-10-30
RMR Wealth Builders
DECREASED6,4236,511-88-1%$954.7K$933.1K-$21.6K2026-10-22
Steph & Co
INCREASED6,4106,344+66+1%$930.3K$931.2K+$9612026-10-07
Balentine LLC
DECREASED6,4087,109-701-10%$1.0M$931.0K-$111.5K2026-11-03
Wynn Capital, LLC
INCREASED6,3816,181+200+3%$906.4K$927.0K+$20.7K2026-10-13
Peoples Bank
DECREASED6,3726,385-130%$936.3K$925.7K-$10.6K2026-10-09
Byrne Asset Management LLC
INCREASED6,3686,333+35+1%$928.7K$916.7K-$12.0K2026-10-06
FSM Wealth Advisors, LLC
DECREASED6,3667,359-993-13%$1.1M$958.7K-$120.5K2026-10-27
Tannin Capital LLC
DECREASED6,3518,233-1,882-23%$1.2M$922.7K-$284.6K2026-11-05
Saxony Capital Management, LLC
INCREASED6,3486,286+62+1%$921.7K$922.2K+$4582026-10-15
Archer Investment Corp
INCREASED6,3385,623+715+13%$824.6K$920.8K+$96.2K2026-11-05
Corundum Group, Inc.
INCREASED6,3365,954+382+6%$873.1K$920.5K+$47.4K2026-10-28
Canopy Partners, LLC
INCREASED6,2956,159+136+2%$903.2K$914.5K+$11.4K2026-10-28
Windsor Capital Management, LLC
DECREASED6,2646,659-395-6%$976.5K$910.0K-$66.5K2026-10-13
Lincoln Capital LLC
DECREASED6,2606,314-54-1%$925.9K$912.7K-$13.2K2026-10-09
LongView Wealth Management
DECREASED6,2566,274-180%$920.0K$908.8K-$11.2K2026-10-19
Verum Partners LLC
DECREASED6,2517,454-1,203-16%$1.1M$908.2K-$184.9K2026-10-21
Magnolia Capital Management LTD
UNCHANGED6,2506,25000%$916$908-$82026-10-09
Nilsine Partners, LLC
DECREASED6,24918,423-12,174-66%$2.7M$907.8K-$1.8M2026-11-02
Wilkerson Advisory Group LLC
INCREASED6,2415,532+709+13%$811.3K$906.8K+$95.5K2026-10-20
Floyd Financial Group LLC
INCREASED6,2385,689+549+10%$831.1K$954.7K+$123.6K2026-10-28
Founders Capital Management, LLC
INCREASED6,2096,134+75+1%$899.5K$902.0K+$2.6K2026-10-23
Foster Group, Inc.
DECREASED6,2066,459-253-4%$947.1K$901.7K-$45.4K2026-10-13
6th Street Advisors, LLC
UNCHANGED6,1826,18200%$906.5K$898.1K-$8.4K2026-10-14
Doliver Advisors, LP
DECREASED6,1806,493-313-5%$952.1K$897.8K-$54.2K2026-10-01
Rede Wealth, LLC
DECREASED6,1726,321-149-2%$926.9K$896.6K-$30.2K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED6,1616,011+150+3%$881.5K$895.1K+$13.6K2026-10-20
Clark Asset Management, LLC
DECREASED6,1296,223-94-2%$912.6K$890.4K-$22.1K2026-10-19
Bangor Savings Bank
INCREASED6,1233,388+2,735+81%$496.8K$889.6K+$392.7K2026-10-06
Whalen Wealth Management Inc.
INCREASED6,1115,824+287+5%$854.0K$887.8K+$33.8K2026-10-08
Paladin Wealth, LLC
INCREASED6,0944,914+1,180+24%$720.6K$885.4K+$164.8K2026-10-23
Proathlete Wealth Management LLC
INCREASED6,0895,404+685+13%$789.1K$884.9K+$95.9K2026-10-15
Partnership Wealth Management, LLC
INCREASED6,0846,078+6+0%$891.2K$883.9K-$7.4K2026-10-05
Keudell ison Wealth Management
DECREASED6,0836,201-118-2%$909.3K$883.7K-$25.6K2026-10-16
Pinnacle West Asset Management, Inc.
DECREASED6,0606,185-125-2%$907.0K$880-$906.1K2026-11-09
Legacy Trust
DECREASED6,0426,167-125-2%$904.3K$976.2K+$71.9K2026-11-06
Fire Capital Management LLC
NEW6,040—+6,040——$877.5K—2026-10-27
Brick & Kyle, Associates
INCREASED6,0396,028+11+0%$870.6K$877.3K+$6.7K2026-11-05
Net Worth Advisory Group
INCREASED6,0195,317+702+13%$779.7K$866.4K+$86.7K2026-10-20
Zions Bancorporation, National Association
DECREASED6,0157,510-1,495-20%$1.1M$873.9K-$227.4K2026-11-06
Gibson Wealth Advisors LLC
UNCHANGED6,0086,00800%$881.0K$872.8K-$8.2K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED6,0006,926-926-13%$1.0M$871.7K-$143.9K2026-10-23
Patriot Investment Management Group, Inc.
INCREASED6,0005,999+1+0%$879.7K$871.7K-$8.0K2026-10-15
Farrow Financial, Inc.
UNCHANGED5,9895,98900%$878.2K$870.1K-$8.1K2026-10-30
Center for Wealth Management Advisory
INCREASED5,9865,838+148+3%$856.0K$869.7K+$13.7K2026-10-23
Altus Wealth Group LLC
INCREASED5,9855,927+58+1%$869.2K$869.4K+$2872026-10-20
Spinnaker Investment Group, LLC
DECREASED5,9676,230-263-4%$913.6K$866.9K-$46.7K2026-10-13
Quantum Financial Advisors, LLC
INCREASED5,9385,816+122+2%$852.8K$862.7K+$9.8K2026-11-03
Chemistry Wealth Management LLC
UNCHANGED5,9235,92300%$868.5K$860.5K-$8.1K2026-10-16
Canandaigua National Trust Co of Florida
NEW5,897—+5,897——$856.7K—2026-10-07
North Point Portfolio Managers Corp
INCREASED5,8955,424+471+9%$795.4K$856.4K+$61.1K2026-10-07
Trilogy Capital Inc.
INCREASED5,8865,692+194+3%$834.7K$855.1K+$20.3K2026-10-20
TFR Capital, Llc.
DECREASED5,8825,893-110%$864.2K$854.5K-$9.6K2026-11-09
Sound Income Strategies, LLC
DECREASED5,8818,052-2,171-27%$1.2M$885.6K-$295.2K2026-10-09
Vigilare Wealth Management
DECREASED5,8796,034-155-3%$884.8K$854.1K-$30.7K2026-10-29
TFB Advisors LLC
INCREASED5,8675,166+701+14%$757.5K$852.4K+$94.8K2026-11-02
KFG Wealth Management, LLC
DECREASED5,8666,570-704-11%$963.5K$852.2K-$111.3K2026-10-16
Compass Financial Management LLC
INCREASED5,8655,435+430+8%$802.3K$852.0K+$49.7K2026-10-30
QTR Family Wealth, LLC
INCREASED5,8573,891+1,966+51%$570.6K$850.9K+$280.2K2026-11-02
Long Road Investment Counsel, LLC
UNCHANGED5,8515,85100%$858.0K$850.0K-$8.0K2026-11-04
Alhambra Investment Management LLC
INCREASED5,8465,782+64+1%$847.9K$849.3K+$1.4K2026-10-15
Asset Planning Services Inc
UNCHANGED5,8445,84400%$857.0K$849-$856.2K2026-10-15
JSF Financial, LLC
INCREASED5,8414,990+851+17%$731.8K$848.5K+$116.7K2026-10-22
Hamilton Point Investment Advisors, LLC
DECREASED5,8386,041-203-3%$885.9K$848.2K-$37.7K2026-11-03
FAI Advisors, Inc.
INCREASED5,8195,760+59+1%$844.6K$845.4K+$7382026-10-27
KG Capital Management
DECREASED5,8105,882-72-1%$862.6K$844.1K-$18.4K2026-10-15
Valley Brook Capital Group, Inc.
DECREASED5,7986,698-900-13%$982.2K$842.3K-$139.9K2026-10-26
LexAurum Advisors, LLC
DECREASED5,7976,268-471-8%$919.1K$842.2K-$76.9K2026-10-19
Seven Hills Financial, LLC
NEW5,795—+5,795——$841.9K—2026-10-13
Davis Capital Management
DECREASED5,7905,999-209-3%$879.7K$841.2K-$38.5K2026-10-08
Blue Bell Private Wealth Management, LLC
DECREASED5,7896,267-478-8%$919.0K$841.0K-$78.0K2026-10-29
Community Bank of Raymore
UNCHANGED5,7855,78500%$848.3K$840.4K-$7.9K2026-10-23
Lyell Wealth Management, LP
DECREASED5,7835,918-135-2%$867.8K$840.2K-$27.7K2026-10-30
Essex Investment Management Co LLC
DECREASED5,7715,856-85-1%$858.7K$838.4K-$20.3K2026-10-19
SGL Investment Advisors, Inc.
DECREASED5,7565,844-88-2%$855.8K$952.0K+$96.2K2026-11-09
Seelaus Asset Management LLC
INCREASED5,7315,609+122+2%$822.5K$832.6K+$10.1K2026-10-14
Fortis Group Advisors, LLC
INCREASED5,7185,709+9+0%$837.1K$920.4K+$83.3K2026-11-06
Marshall & Sterling Wealth Advisors Inc.
DECREASED5,7136,031-318-5%$884.4K$830.0K-$54.4K2026-10-28
Langley Wealth Management, LLC
INCREASED5,7125,700+12+0%$835.8K$829.8K-$6.0K2026-11-04
Sierra Summit Advisors LLC
DECREASED5,7035,720-170%$838.8K$828.5K-$10.2K2026-10-28
Focused Wealth Management, Inc
INCREASED5,7005,623+77+1%$824.6K$828.1K+$3.5K2026-10-30
Capstone Wealth Management Group, LLC
DECREASED5,6965,938-242-4%$870.8K$875.1K+$4.3K2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED5,6445,604+40+1%$821.7K$820.0K-$1.7K2026-10-22
Clear Trail Advisors, LLC
DECREASED5,6355,642-70%$827.3K$818.7K-$8.7K2026-10-20
General Partner, Inc.
DECREASED5,6276,377-750-12%$935.1K$817.5K-$117.6K2026-10-05
Citizens Business Bank
DECREASED5,5805,626-46-1%$825.0K$810.7K-$14.3K2026-11-09
OP Asset Management Ltd
UNCHANGED5,5805,58000%$818.3K$810.7K-$7.6K2026-11-05
Providence Financial Advisors, LLC
DECREASED5,5756,167-592-10%$904.4K$810.0K-$94.4K2026-11-06
Journey Retirement Planning & Investment Management LLC
INCREASED5,5713,760+1,811+48%$551.4K$809.4K+$258.0K2026-10-09
Cambridge Advisors Inc.
DECREASED5,5665,706-140-2%$836.7K$808.6K-$28.1K2026-10-19
Walsh & Associates, LLC
INCREASED5,5495,468+81+1%$801.8K$806.2K+$4.3K2026-11-09
BXM Wealth LLC
UNCHANGED5,5465,54600%$813.3K$805.7K-$7.5K2026-11-03
TriaGen Wealth Management LLC
UNCHANGED5,5215,52100%$809.6K$802.1K-$7.5K2026-10-14
Acima Private Wealth, LLC
DECREASED5,5015,907-406-7%$866.2K$799.2K-$67.0K2026-10-05
Lantz Financial LLC
INCREASED5,4935,360+133+2%$786.0K$798.0K+$11.9K2026-10-15
LifeWealth Investments, LLC
DECREASED5,4935,574-81-1%$817.4K$798.0K-$19.4K2026-10-21
Shum Financial Group, Inc.
DECREASED5,4845,981-497-8%$877.0K$796.7K-$80.3K2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED5,4835,687-204-4%$833.9K$796.6K-$37.4K2026-11-02
First Business Financial Services, Inc.
INCREASED5,4795,473+6+0%$802.6K$796.0K-$6.6K2026-10-29
Provident Living Financial Services, Inc.
INCREASED5,4735,179+294+6%$759.4K$884.3K+$124.8K2026-11-03
ETF Store, Inc.
DECREASED5,4735,516-43-1%$808.9K$795.1K-$13.8K2026-10-19
Winthrop Capital Management, LLC
DECREASED5,4486,707-1,259-19%$984.0K$791.5K-$192.5K2026-11-05
Buckhead Capital Management LLC
DECREASED5,4405,540-100-2%$812.4K$790.4K-$22.0K2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED5,4395,446-70%$812.1K$866.5K+$54.4K2026-10-21
Generations Wealth, LLC
DECREASED5,4357,122-1,687-24%$1.0M$789.7K-$254.6K2026-11-09
Atticus Wealth Management, LLC
DECREASED5,4346,395-961-15%$937.8K$789.4K-$148.4K2026-10-20
Prentice Wealth Management LLC
DECREASED5,4335,570-137-2%$816.8K$789.3K-$27.5K2026-10-20
Spirit of America Management Corp
DECREASED5,4155,615-200-4%$823.4K$786.7K-$36.7K2026-10-14
Florida Financial Advisors, LLC
INCREASED5,4135,141+272+5%$754.3K$786.4K+$32.2K2026-11-09
Syntegra Private Wealth Group, LLC
DECREASED5,4115,667-256-5%$831.0K$786.1K-$44.9K2026-10-13
Pathway Financial Advisers, LLC
DECREASED5,4026,699-1,297-19%$982.4K$784.8K-$197.6K2026-10-27
Advus Financial Partners, LLC
DECREASED5,4005,723-323-6%$839.2K$784.6K-$54.6K2026-10-20
Approach Retirement Advisors, LLC
INCREASED5,3945,378+16+0%$788.7K$783.6K-$5.1K2026-10-22
Hutchinson Capital Management
DECREASED5,3875,532-145-3%$811.2K$782.6K-$28.6K2026-11-09
Cape Investment Advisory, Inc.
INCREASED5,3612,596+2,765+107%$380.6K$778.9K+$398.2K2026-10-13
Meramec Financial Planners, LLC
DECREASED5,3595,531-172-3%$822.1K$886.4K+$64.3K2026-11-09
Avantra Family Wealth, Inc.
INCREASED5,3543,497+1,857+53%$512.8K$777.8K+$265.0K2026-10-20
Nemes Rush Group LLC
DECREASED5,3477,849-2,502-32%$1.2M$776.9K-$374.0K2026-11-04
Olistico Wealth, LLC
UNCHANGED5,3355,33500%$782.3K$775.1K-$7.3K2026-10-05
Legacy Capital Wealth Partners, LLC
DECREASED5,3297,739-2,410-31%$1.1M$774.1K-$360.7K2026-10-21
Strive Financial Group,LLC
INCREASED5,3103,249+2,061+63%$476.4K$771.4K+$295.0K2026-11-09
Zega Investments, LLC
DECREASED5,2995,365-66-1%$786.7K$769.8K-$16.9K2026-11-04
Burton Enright Welch
INCREASED5,2843,035+2,249+74%$445.0K$767.6K+$322.6K2026-11-04
Golden State Wealth Management, LLC
DECREASED5,2745,814-540-9%$852.6K$766.3K-$86.3K2026-11-02
TSG Advice Partners, LLC
NEW5,263—+5,263——$771.8K—2026-10-29
Winnacle Wealth LLC
DECREASED5,2586,072-814-13%$890.5K$763.9K-$126.5K2026-10-15
Morse Asset Management, Inc
DECREASED5,2535,303-50-1%$777.6K$763.2K-$14.5K2026-11-09
Tower Trust & Investment Co
INCREASED5,2525,218+34+1%$765.1K$762.9K-$2.2K2026-10-28
Cabot Wealth Management Inc
DECREASED5,2495,294-45-1%$776.3K$762.6K-$13.7K2026-11-05
Weil Company, Inc.
INCREASED5,2485,045+203+4%$739.8K$762.5K+$22.6K2026-10-14
Blodgett Wealth Advisors, LLC
DECREASED5,2456,320-1,075-17%$926.8K$762.0K-$164.8K2026-10-23
Baker Ellis Asset Management LLC
DECREASED5,2425,342-100-2%$783.4K$761.6K-$21.8K2026-10-14
NorthAvenue LLC
UNCHANGED5,2375,23700%$768.0K$760.9K-$7.1K2026-10-29
Phoenix Wealth Advisors
DECREASED5,2235,651-428-8%$828.6K$758.8K-$69.9K2026-11-03
Michael Brady & Co., LLC
DECREASED5,2085,473-265-5%$802.6K$756.6K-$45.9K2026-10-23
LCM Capital Management Inc
DECREASED5,2085,214-60%$764.6K$756.7K-$7.9K2026-10-20
Wealth Advisory Team LLC
DECREASED5,2065,450-244-4%$799.2K$756.3K-$42.9K2026-11-05
Balboa Wealth Partners
DECREASED5,1995,688-489-9%$834.2K$755.3K-$78.8K2026-10-20
Revolve Wealth Partners, LLC
DECREASED5,1975,745-548-10%$842.4K$755.0K-$87.4K2026-10-23
TMB Capital Partners, LLC
INCREASED5,1785,108+70+1%$749.1K$752.3K+$3.2K2026-10-20
Lynx Investment Advisory
DECREASED5,1715,406-235-4%$792.7K$751.2K-$41.6K2026-10-27
OceanIQ Capital, LLC
INCREASED5,1574,792+365+8%$695.9K$789.2K+$93.4K2026-10-19
Guardian Wealth Advisors, LLC
DECREASED5,1425,801-659-11%$850.7K$818.8K-$31.9K2026-10-30
Bdfs Capital LLC
DECREASED5,1425,199-57-1%$762.4K$747.0K-$15.4K2026-10-14
SmartHarvest Portfolios, LLC
DECREASED5,1225,859-737-13%$859.1K$744.2K-$114.9K2026-10-26
Cottonwood Capital Advisors, LLC
INCREASED5,1135,108+5+0%$749.1K$742.9K-$6.2K2026-10-20
Greg Jennings, LLC
NEW5,099—+5,099——$740.8K—2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED5,0905,304-214-4%$777.8K$739.5K-$38.3K2026-11-03
Willner & Heller, LLC
DECREASED5,0775,279-202-4%$774.0K$737.5K-$36.5K2026-10-28
Hickory Point Bank & Trust
DECREASED5,0575,115-58-1%$750.1K$734.7K-$15.4K2026-10-01
Oarsman Capital, Inc.
DECREASED5,0565,661-605-11%$830.1K$734.5K-$95.6K2026-11-05
Sheets Smith Wealth Management
DECREASED5,0515,264-213-4%$771.9K$733.8K-$38.1K2026-10-16
ADE, LLC
DECREASED5,0196,065-1,046-17%$889.4K$729.2K-$160.2K2026-10-29
Eagle Strategies LLC
INCREASED5,0165,014+2+0%$735.2K$728.7K-$6.5K2026-10-16
Strategy Asset Managers LLC
INCREASED5,0044,696+308+7%$688.6K$726.9K+$38.3K2026-10-14
St. Louis Trust Co
UNCHANGED5,0035,00300%$3.4M$726.8K-$2.6M2026-11-03
Kagan Cocozza Asset Management
INCREASED4,9994,916+83+2%$720.9K$726.3K+$5.4K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED4,9894,718+271+6%$691.8K$724.9K+$33.1K2026-10-28
Gerald Baker Financial Group LLC
DECREASED4,9784,990-120%$731.7K$723.2K-$8.6K2026-10-09
Clayton Financial Group LLC
UNCHANGED4,9714,97100%$729.0K$722.2K-$6.8K2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED4,9685,097-129-3%$747.5K$721.8K-$25.7K2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED4,9604,96000%$727.3K$727.3K$02026-11-03
Sulzberger Capital Advisors, Inc.
DECREASED4,9385,839-901-15%$856.2K$717.5K-$138.7K2026-10-20
Bernardo Wealth Planning LLC
INCREASED4,9362,319+2,617+113%$340.1K$717.0K+$376.9K2026-10-23
Randolph Co Inc
UNCHANGED4,9314,93100%$723.1K$716.4K-$6.7K2026-10-23
Freedom Day Solutions, LLC
DECREASED4,9295,829-900-15%$854.8K$716.1K-$138.7K2026-10-20
Birinyi Associates Inc
DECREASED4,9265,072-146-3%$744.0K$716-$743.3K2026-10-28
MFA Wealth Services
INCREASED4,9244,856+68+1%$712.0K$715.3K+$3.3K2026-10-14
Ellsworth Advisors, LLC
INCREASED4,9174,609+308+7%$682.3K$714.3K+$32.0K2026-10-15
Costello Asset Management, Inc
DECREASED4,9144,995-81-2%$732.5K$713.9K-$18.5K2026-10-30
D'Orazio & Associates, Inc.
DECREASED4,9135,247-334-6%$769.4K$713.7K-$55.7K2026-11-04
Fidelity D & D Bancorp Inc
DECREASED4,9114,940-29-1%$724.4K$713.5K-$10.9K2026-11-05
Arthur M. Cohen & Associates, LLC
UNCHANGED4,9114,91100%$720.1K$713.4K-$6.7K2026-10-26
CPA Asset Management Group, LLC
UNCHANGED4,9054,90500%$719.3K$712.6K-$6.7K2026-10-26
Miller Financial Services LLC
DECREASED4,8884,941-53-1%$724.5K$710.1K-$14.5K2026-10-20
Hamilton Capital, LLC
INCREASED4,8824,848+34+1%$711.0K$709.2K-$1.8K2026-10-08
Split Creek LLC DBA Split Creek Capital LLC
DECREASED4,8805,586-706-13%$819.1K$709.0K-$110.2K2026-11-02
Curat Global, LLC
DECREASED4,8645,354-490-9%$748.5K$706.6K-$41.9K2026-10-26
Quadrant Private Wealth Management, LLC
NEW4,853—+4,853——$705.0K—2026-11-04
Strategic Equity Management
DECREASED4,8494,904-55-1%$719.1K$704.4K-$14.7K2026-11-04
Lecap Asset Management LTD
NEW4,825—+4,825——$701.0K—2026-10-27
Flynn Zito Capital Management, LLC
DECREASED4,8246,272-1,448-23%$919.8K$700.9K-$218.9K2026-11-04
Mcdonald Partners LLC
INCREASED4,8244,562+262+6%$669.0K$700.8K+$31.9K2026-11-03
Forza Wealth Management, LLC
UNCHANGED4,8174,81700%$706.4K$699.8K-$6.6K2026-10-20
McClarren Financial Advisors, Inc.
INCREASED4,8134,783+30+1%$701.4K$699.2K-$2.2K2026-10-15
Caldwell Sutter Capital, Inc.
INCREASED4,8064,572+234+5%$670.4K$698.2K+$27.8K2026-11-09
Bull Oak Capital, LLC
UNCHANGED4,7984,79800%$703.5K$697.0K-$6.5K2026-10-23
Traveka Wealth, LLC
INCREASED4,7864,717+69+1%$691.7K$695.4K+$3.7K2026-10-19
Ejmk Ventures LLC
INCREASED4,7773,778+999+26%$553.9K$693.9K+$140.0K2026-10-21
Investment House LLC
DECREASED4,7627,888-3,126-40%$1.2M$691.8K-$464.9K2026-10-21
Israel Discount Bank of New York
UNCHANGED4,7604,76000%$698.0K$691.5K-$6.5K2026-10-14
Amplius Wealth Advisors, LLC
INCREASED4,7464,615+131+3%$676.7K$689.5K+$12.8K2026-10-20
Peachtree Investment Partners, LLC
DECREASED4,7304,734-40%$694.2K$687.1K-$7.0K2026-11-05
Live Oak Private Wealth LLC
DECREASED4,7284,876-148-3%$715.0K$686.9K-$28.1K2026-11-02
Torrey Growth & Income Advisors
INCREASED4,7254,625+100+2%$676.1K$700.0K+$23.8K2026-11-04
Cherry Creek Investment Advisors, Inc.
INCREASED4,6994,664+35+1%$683.9K$682.6K-$1.3K2026-10-14
Prota Financial, LLC
DECREASED4,6964,715-190%$695.1K$676.0K-$19.1K2026-10-08
BAM Wealth Management, LLC
INCREASED4,6874,430+257+6%$649.6K$680.9K+$31.3K2026-10-15
Altfest L J & Co Inc
DECREASED4,6804,710-30-1%$690.6K$679.9K-$10.7K2026-10-27
Alpine Bank Wealth Management
DECREASED4,6795,445-766-14%$798.5K$679.8K-$118.7K2026-10-16
Hopwood Financial Services, Inc.
DECREASED4,6794,794-115-2%$703.0K$679.8K-$23.3K2026-10-29
J.Safra Asset Management Corp
INCREASED4,6664,648+18+0%$681.6K$677.9K-$3.8K2026-11-03
Builder Investment Group Inc
UNCHANGED4,6644,66400%$683.9K$677.6K-$6.3K2026-10-22
Valley National Advisers Inc
DECREASED4,6634,972-309-6%$729.1K$677.4K-$51.7K2026-10-23
Salvus Wealth Management, LLC
INCREASED4,6423,942+700+18%$578.0K$674.3K+$96.3K2026-10-13
Leo Wealth, LLC
NEW4,635—+4,635——$673.3K—2026-10-26
Castle Rock Wealth Management, LLC
DECREASED4,6244,713-89-2%$694.8K$686.2K-$8.5K2026-10-09
Advisory Advocates, LLC
DECREASED4,6234,927-304-6%$722.6K$671.6K-$51.0K2026-11-05
Fiduciary Financial Group, LLC
DECREASED4,6214,638-170%$680.2K$671.3K-$8.8K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED4,6104,755-145-3%$697.2K$669.8K-$27.4K2026-10-13
Sweeney & Michel, LLC
DECREASED4,6044,981-377-8%$726.1K$668.9K-$57.2K2026-10-16
Bellecapital International Ltd.
UNCHANGED4,5924,59200%$673.4K$667.1K-$6.2K2026-10-21
Tradewinds Capital Management, LLC
INCREASED4,5744,571+3+0%$670.3K$664.5K-$5.8K2026-10-23
Guerra PAN Advisors, LLC
INCREASED4,5484,537+11+0%$665.3K$717.2K+$51.9K2026-10-26
Jnba Financial Advisors
UNCHANGED4,5484,54800%$666.9K$660.7K-$6.2K2026-11-03
Argentarii, LLC
DECREASED4,5464,554-80%$661.3K$660.5K-$8432026-10-28
Arvest Investments, Inc.
DECREASED4,5454,546-10%$666.6K$660.3K-$6.3K2026-10-21
Centennial Wealth Advisory LLC
INCREASED4,5424,304+238+6%$631.3K$660.5K+$29.2K2026-10-16
J. L. Bainbridge & Co., Inc.
DECREASED4,5408,145-3,605-44%$1.2M$659.6K-$534.8K2026-10-20
Allegiance Financial Group Advisory Services LLC
DECREASED4,5396,795-2,256-33%$996.4K$659.4K-$337.0K2026-11-02
Cortland Associates Inc
INCREASED4,5394,319+220+5%$633.0K$659.0K+$26.0K2026-10-29
Elser Financial Planning, Inc
INCREASED4,5384,481+57+1%$657.1K$659.3K+$2.2K2026-10-16
Wheelhouse Advisory Group LLC
INCREASED4,5234,506+17+0%$660.7K$657.0K-$3.7K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED4,5044,534-30-1%$664.9K$654.3K-$10.6K2026-11-02
Savior LLC
DECREASED4,4984,707-209-4%$690.3K$653.5K-$36.8K2026-10-13
Asset Advisory Group, Inc.
UNCHANGED4,4984,49800%$659.5K$653.4K-$6.1K2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED4,4734,47300%$655.9K$649.8K-$6.1K2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED4,4703,973+497+13%$582.6K$649.5K+$66.9K2026-11-02
Ti-Trust, Inc
UNCHANGED4,4604,46000%$654.0K$647.9K-$6.1K2026-10-21
Ridgeline Wealth Planning, LLC
DECREASED4,4554,640-185-4%$680.4K$647.3K-$33.2K2026-10-29
Shakespeare Wealth Management, LLC
NEW4,443—+4,443——$645.5K—2026-10-28
Planned Solutions, Inc.
DECREASED4,4414,466-25-1%$654.8K$645.3K-$9.6K2026-10-19
Ashton Thomas Securities, LLC
INCREASED4,4364,395+41+1%$639.9K$644.5K+$4.5K2026-10-26
Firethorn Wealth Partners, LLC
INCREASED4,4354,413+22+1%$647.0K$644.4K-$2.7K2026-10-14
First National Bank Sioux Falls
INCREASED4,4294,270+159+4%$611.1K$643.4K+$32.4K2026-10-13
Barnes Dennig Private Wealth Management LLC
INCREASED4,4284,422+6+0%$648.4K$643.3K-$5.1K2026-10-30
Liberty Capital Management, Inc.
DECREASED4,4184,586-168-4%$672.5K$641.8K-$30.6K2026-11-02
LMG Wealth Partners, LLC
INCREASED4,4174,265+152+4%$625.4K$641.7K+$16.3K2026-11-05
Promethium Advisors,llc
UNCHANGED4,4164,41600%$647.6K$641.6K-$6.0K2026-10-19
Heritage Investment Group, Inc.
DECREASED4,4114,717-306-6%$691.8K$640.9K-$50.9K2026-11-03
Townsend & Associates, Inc
DECREASED4,4035,275-872-17%$786.7K$701.7K-$85.0K2026-10-23
Marathon Wealth Advisors LLC
DECREASED4,4014,456-55-1%$653.4K$639.3K-$14.1K2026-11-04
Professional Financial Advisors, LLC
INCREASED4,3833,356+1,027+31%$492.2K$636.8K+$144.6K2026-10-13
Compass Ion Advisors, LLC
DECREASED4,3674,380-130%$642.2K$634.5K-$7.8K2026-10-23
Bank & Trust Co
UNCHANGED4,3594,35900%$639.2K$633.3K-$5.9K2026-10-07
Xcel Wealth Management, LLC
NEW4,358—+4,358——$633.1K—2026-10-26
Semus Wealth Partners LLC
DECREASED4,3554,366-110%$640.3K$632.6K-$7.6K2026-10-22
Argonautica Private Wealth Management, Inc
UNCHANGED4,3534,35300%$638.3K$632.4K-$5.9K2026-11-02
Clear Wave Wealth Management LLC
INCREASED4,3483,649+699+19%$535.1K$631.7K+$96.6K2026-11-04
Kwmg, LLC
INCREASED4,3384,193+145+3%$614.9K$630.2K+$15.4K2026-10-07
Kingstone Capital Partners Texas, LLC
DECREASED4,3364,356-200%$638.8K$630.0K-$8.8K2026-11-03
Rasp Wealth Solutions, LLC
INCREASED4,3323,637+695+19%$533.3K$629.4K+$96.1K2026-11-06
Falcon Wealth Planning
INCREASED4,3263,260+1,066+33%$478.0K$628.5K+$150.5K2026-11-06
Sicart Associates LLC
UNCHANGED4,3164,31600%$632.9K$687.8K+$54.9K2026-10-29
Diversified Management Inc
DECREASED4,3094,443-134-3%$651.5K$626.1K-$25.4K2026-10-08
Aspetuck Financial Management LLC
NEW4,305—+4,305——$625.4K—2026-11-04
Financial Partners Group, Inc
DECREASED4,3004,369-69-2%$640.7K$624.7K-$16.0K2026-10-19
Paulson Wealth Management Inc.
INCREASED4,2944,039+255+6%$592.3K$623.9K+$31.6K2026-11-02
Channel Wealth LLC
DECREASED4,2884,520-232-5%$662.8K$622.9K-$39.8K2026-11-06
BOS Asset Management, LLC
DECREASED4,2834,298-150%$630.3K$622.2K-$8.0K2026-10-09
Westside Investment Management, Inc.
DECREASED4,2824,588-306-7%$672.8K$621.7K-$51.1K2026-11-02
XY Planning Network, Inc.
INCREASED4,2774,088+189+5%$599.5K$621.4K+$21.9K2026-10-14
Cahaba Wealth Management, Inc.
INCREASED4,2764,114+162+4%$603.3K$621.2K+$17.9K2026-10-26
Meridian Investment Counsel Inc.
DECREASED4,2724,507-235-5%$660.9K$620.6K-$40.3K2026-10-14
Magnus Financial Group LLC
INCREASED4,2684,115+153+4%$603.4K$620.1K+$16.6K2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED4,2674,140+127+3%$607.1K$619.9K+$12.8K2026-10-14
Curran Financial Partners, LLC
DECREASED4,2624,399-137-3%$645.1K$619.2K-$25.9K2026-11-04
Presper Financial Architects, LLC
INCREASED4,2544,225+29+1%$619.5K$618.0K-$1.6K2026-11-09
Copeland Capital Management, LLC
NEW4,250—+4,250——$617.4K—2026-10-13
Birchbrook, Inc.
UNCHANGED4,2424,24200%$622.0K$616.3K-$5.8K2026-10-14
Hartford Financial Management Inc.
DECREASED4,2414,482-241-5%$657.2K$616.1K-$41.1K2026-10-21
Edgemoor Investment Advisors, Inc.
DECREASED4,2354,338-103-2%$636.1K$615.3K-$20.9K2026-11-03
SC&H Financial Advisors, Inc.
INCREASED4,2344,225+9+0%$619.6K$615.1K-$4.5K2026-10-14
StoneRidge PMG Advisors, LLC
NEW4,232—+4,232——$615—2026-11-04
Members Wealth LLC
INCREASED4,2224,115+107+3%$603.4K$624.1K+$20.8K2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED4,2214,177+44+1%$612.5K$613.2K+$7122026-10-19
Signature Equity Partners, LLC
INCREASED4,2113,964+247+6%$581.2K$611.8K+$30.5K2026-10-29
Nautilus Advisors LLC
DECREASED4,2104,287-77-2%$630.3K$611.6K-$18.7K2026-10-07
XXI Wealth, LLC
DECREASED4,2064,712-506-11%$691.0K$611.0K-$79.9K2026-10-22
Sage Investment Advisers LLC
INCREASED4,1834,008+175+4%$587.7K$607.8K+$20.1K2026-10-21
Oakmont Investment Advisors, Inc.
INCREASED4,1834,093+90+2%$600.2K$607.9K+$7.7K2026-10-21
First Growth Capital LLC
INCREASED4,1753,323+852+26%$487.3K$606.6K+$119.3K2026-10-15
NWF Advisory Services Inc.
INCREASED4,1754,098+77+2%$601.0K$606.5K+$5.5K2026-10-19
May Hill Capital, LLC
INCREASED4,1732,587+1,586+61%$379.4K$606.3K+$226.9K2026-11-03
Montis Financial, LLC
DECREASED4,1724,479-307-7%$656.8K$606.2K-$50.6K2026-11-04
Clearwave Capital, LLC
INCREASED4,1683,877+291+8%$568.5K$605.5K+$37.1K2026-10-27
Insight 2811, Inc.
INCREASED4,1633,812+351+9%$559.0K$604.8K+$45.8K2026-11-06
Tandem Investment Partners LLC
INCREASED4,1574,141+16+0%$607.2K$603.9K-$3.3K2026-10-16
Boyd Wealth Management, LLC
INCREASED4,1463,678+468+13%$539.3K$602.3K+$63.0K2026-10-20
Polaris Financial Partners
NEW4,142—+4,142——$607—2026-10-02
Axiom Investment Management LLC
DECREASED4,1214,209-88-2%$617.2K$598.7K-$18.5K2026-11-03
Avail Investment Partners, LLC
INCREASED4,1153,855+260+7%$565.4K$597.9K+$32.5K2026-10-16
AGP Franklin, LLC
UNCHANGED4,1144,11400%$603.3K$597.7K-$5.6K2026-11-04
Cadinha & Co LLC
DECREASED4,1074,487-380-8%$658.0K$596.7K-$61.3K2026-10-22
Global X Japan Co., Ltd.
DECREASED4,1054,147-42-1%$608.1K$596.4K-$11.7K2026-10-21
Cottage Street Advisors LLC
DECREASED4,0974,175-78-2%$613.8K$595.1K-$18.7K2026-10-19
Guardian Financial Partners, LLC
INCREASED4,0924,035+57+1%$591.7K$594.5K+$2.9K2026-11-04
Piscataqua Savings Bank
DECREASED4,0834,282-199-5%$627.9K$593.2K-$34.7K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED4,0815,017-936-19%$735.8K$592.9K-$142.9K2026-10-19
Philadelphia Trust Co
DECREASED4,0805,080-1,000-20%$745.0K$593-$744.4K2026-11-05
Vicus Capital
INCREASED4,0792,712+1,367+50%$397.7K$592.5K+$194.8K2026-11-05
Pathway Financial Advisors LLC
UNCHANGED4,0694,06900%$616.1K$591.2K-$24.9K2026-10-07
Blackston Financial Advisory Group, LLC
DECREASED4,0654,235-170-4%$621.1K$590.5K-$30.6K2026-11-04
Partners in Financial Planning
DECREASED4,0614,106-45-1%$602.1K$590.0K-$12.1K2026-11-06
55 North Private Wealth, LLC
DECREASED4,0544,228-174-4%$620.0K$589.0K-$31.0K2026-10-20
Jacobsen Capital Management
INCREASED4,0543,996+58+1%$586.0K$589.0K+$3.0K2026-10-27
LifeSteps Financial, Inc.
DECREASED4,0524,147-95-2%$608.1K$588.7K-$19.4K2026-10-15
Financial Management Professionals, Inc.
DECREASED4,0414,164-123-3%$610.6K$587.1K-$23.5K2026-10-23
One Way Holdings LLC
DECREASED4,033114,206-110,173-96%$16.7M$585.9K-$16.2M2026-10-29
Trail Ridge Investment Advisors, LLC
INCREASED4,0294,021+8+0%$589.7K$585.4K-$4.3K2026-10-16
EdgeRock Capital LLC
DECREASED3,9934,074-81-2%$597.4K$580.1K-$17.4K2026-11-03
Latitude Advisors, LLC
INCREASED3,9813,922+59+2%$575.2K$578.3K+$3.2K2026-10-27
Guidance Point Advisors, LLC
INCREASED3,9703,949+21+1%$579.2K$577.0K-$2.2K2026-10-15
Advisor Resource Council
DECREASED3,9604,305-345-8%$642.0K$577.9K-$64.1K2026-11-05
Security Financial Services, Inc.
DECREASED3,9584,079-121-3%$598.2K$575.1K-$23.1K2026-10-29
Old Port Advisors
INCREASED3,9503,302+648+20%$484.2K$573.9K+$89.7K2026-10-23
Harel Insurance Investments & Financial Services Ltd.
INCREASED3,9481,368+2,580+189%$201.0K$574-$200.4K2026-11-02
Interchange Capital Partners, LLC
DECREASED3,9284,628-700-15%$678.8K$570.7K-$108.1K2026-10-28
Arta Finance Wealth Management LLC
INCREASED3,9193,447+472+14%$505.5K$569.4K+$63.9K2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED3,9084,115-207-5%$603.5K$567.8K-$35.7K2026-10-13
Barry Investment Advisors, LLC
INCREASED3,9073,888+19+0%$570.1K$567.6K-$2.5K2026-10-14
DDD Partners, LLC
INCREASED3,9073,893+14+0%$570.9K$567.6K-$3.3K2026-11-02
CFM Wealth Partners LLC
UNCHANGED3,8963,89600%$571.3K$566.0K-$5.3K2026-11-05
Reflection Asset Management
DECREASED3,8783,884-60%$569.6K$563.4K-$6.2K2026-10-28
GLR Partners, LLC
INCREASED3,8733,800+73+2%$557.2K$562.7K+$5.4K2026-11-04
D.B. Root & Company, LLC
INCREASED3,8733,819+54+1%$560.0K$562.7K+$2.7K2026-11-04
Cadent Capital Advisors, LLC
INCREASED3,8633,842+21+1%$563.3K$561.3K-$2.1K2026-10-09
Drive Wealth Management, LLC
DECREASED3,8615,742-1,881-33%$842.0K$560.9K-$281.1K2026-11-09
Aegis Wealth Management, Inc.
DECREASED3,8543,902-48-1%$572.2K$559.9K-$12.3K2026-10-26
Riverbend Wealth Management, LLC
DECREASED3,8534,206-353-8%$616.8K$559.7K-$57.1K2026-10-15
Coquina Private Wealth LLC
DECREASED3,8314,209-378-9%$617.2K$556.6K-$60.5K2026-10-27
Compass Financial Group, Inc
INCREASED3,8223,814+8+0%$559.3K$555.2K-$4.1K2026-10-13
Howard Financial Services, Ltd.
INCREASED3,8053,622+183+5%$531.2K$552.7K+$21.6K2026-10-15
Tenet Wealth Partners, LLC
DECREASED3,8024,237-435-10%$629.7K$552.4K-$77.4K2026-10-19
Navigation Group, LLC
INCREASED3,7963,219+577+18%$472.0K$551.6K+$79.6K2026-10-28
First Citizens Financial Corp
DECREASED3,7903,825-35-1%$560.9K$550.6K-$10.3K2026-10-02
Key Client Fiduciary Advisors, LLC
INCREASED3,7893,772+17+0%$553.2K$550.4K-$2.8K2026-10-19
Midwest Financial Group LLC
UNCHANGED3,7873,78700%$555.3K$550.2K-$5.2K2026-10-15
Legacy Bridge, LLC
DECREASED3,7864,036-250-6%$591.8K$550.0K-$41.8K2026-10-28
Abacus Wealth Partners, LLC
DECREASED3,7854,125-340-8%$604.9K$549.9K-$55.0K2026-11-03
Guardian Partners Inc.
DECREASED3,7804,566-786-17%$669.6K$549.2K-$120.4K2026-10-21
Crown Wealth Group, LLC
INCREASED3,7762,992+784+26%$438.8K$548.6K+$109.8K2026-10-19
Arkfeld Wealth Strategies, L.L.C.
DECREASED3,7763,967-191-5%$592.3K$558.1K-$34.2K2026-10-19
Creekside Partners
UNCHANGED3,7683,76800%$552.5K$547.4K-$5.1K2026-11-04
Consilium Wealth Advisory, LLC
INCREASED3,7673,766+1+0%$552.3K$547.2K-$5.1K2026-10-14
Zinnia Wealth Advisory, LLC
INCREASED3,7653,700+65+2%$542.5K$547.0K+$4.5K2026-11-06
Holland Advisory Services, Inc.
INCREASED3,7623,742+20+1%$548.7K$546.6K-$2.1K2026-10-26
Fortitude Advisory Group L.L.C.
DECREASED3,7615,387-1,626-30%$789.9K$546.4K-$243.5K2026-10-15
Capital Advantage, Inc.
INCREASED3,7613,721+40+1%$545.6K$546.4K+$8062026-10-14
Pacific Sage Partners, LLC
INCREASED3,7553,754+1+0%$550.4K$545.6K-$4.9K2026-10-21
Decker Wealth Management LLC
INCREASED3,7412,723+1,018+37%$399.3K$543.5K+$144.2K2026-10-09
Birch Financial Group, LLC
DECREASED3,7373,749-120%$549.8K$542.9K-$7.0K2026-10-27
Landmark Wealth Management, LLC
INCREASED3,7333,708+25+1%$543.8K$542.4K-$1.4K2026-11-03
Parisi Gray Wealth Management
INCREASED3,7173,686+31+1%$540.5K$540.0K-$5542026-10-16
West Wealth Group, LLC
INCREASED3,7153,587+128+4%$526.0K$539.7K+$13.7K2026-10-14
CPC Advisors, LLC
DECREASED3,7063,926-220-6%$575.7K$538.4K-$37.3K2026-10-21
GW Henssler & Associates LTD
DECREASED3,6993,788-89-2%$555.5K$537.4K-$18.1K2026-10-26
Whelan Financial
INCREASED3,6893,621+68+2%$531.0K$535.9K+$4.9K2026-10-28
LifeGoal Investments, LLC
INCREASED3,6811,875+1,806+96%$275.0K$534.8K+$259.8K2026-10-09
Trifecta Capital Advisors, LLC
DECREASED3,6813,696-150%$542.0K$534.8K-$7.2K2026-10-21
Jmac Enterprises LLC
DECREASED3,6743,874-200-5%$568.1K$533.8K-$34.3K2026-10-30
Hubbell Strickland Wealth Management, LLC
INCREASED3,6733,664+9+0%$537.3K$533.7K-$3.7K2026-10-29
Nadler Financial Group, Inc.
DECREASED3,6703,721-51-1%$545.6K$533.2K-$12.5K2026-10-23
Trust Co of Kansas
DECREASED3,6593,956-297-8%$580.0K$532-$579.5K2026-11-06
New Covenant Trust Company, N.A.
INCREASED3,6513,199+452+14%$469.1K$530.4K+$61.3K2026-10-08
Fortitude Family Office, LLC
INCREASED3,6441,309+2,335+178%$192.0K$529.4K+$337.4K2026-10-14
KW Wealth Management LLC
NEW3,639—+3,639——$528.7K—2026-10-28
InTrack Investment Management Inc
DECREASED3,6187,708-4,090-53%$1.1M$525.7K-$604.7K2026-10-15
LVZ, Inc.
INCREASED3,6143,533+81+2%$518.0K$525.0K+$7.0K2026-10-20
Montchanin Asset Management, LLC
UNCHANGED3,6113,61100%$530.0K$525-$529.5K2026-11-02
Altiora Financial Group, LLC
INCREASED3,6012,563+1,038+41%$375.8K$523.2K+$147.3K2026-11-04
Banyan Capital Management, Inc.
DECREASED3,6013,651-50-1%$535.4K$523.2K-$12.2K2026-11-05
Heritage Family Offices, LLP
INCREASED3,5893,329+260+8%$488.2K$521.4K+$33.2K2026-11-02
Pettinga Financial Advisors LLC
INCREASED3,5823,511+71+2%$514.9K$520.4K+$5.5K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED3,5803,317+263+8%$486.4K$520.1K+$33.6K2026-10-19
Lesa Sroufe & Co
DECREASED3,5703,583-130%$525.0K$519-$524.5K2026-10-29
Private Management Group Inc
DECREASED3,5473,842-295-8%$563.4K$515.3K-$48.1K2026-11-04
Dupree Financial Group, LLC
DECREASED3,5463,890-344-9%$570.4K$515.2K-$55.3K2026-10-09
Rebalance, LLC
UNCHANGED3,5463,54600%$520.0K$515.2K-$4.8K2026-10-22
Pinnacle Wealth Management Group, Inc.
INCREASED3,5403,537+3+0%$518.7K$514.3K-$4.3K2026-10-15
Affiance Financial, LLC
INCREASED3,5393,481+58+2%$510.5K$514.2K+$3.7K2026-10-15
Traphagen Investment Advisors LLC
DECREASED3,5373,611-74-2%$529.6K$513.8K-$15.7K2026-10-14
Richardson Financial Services Inc.
INCREASED3,5342,844+690+24%$416.9K$513.3K+$96.4K2026-10-30
Acorn Wealth Advisors, LLC
DECREASED3,5303,535-50%$518.4K$512.8K-$5.6K2026-10-19
Capstone Wealth Management, LLC
INCREASED3,5271,825+1,702+93%$267.6K$512.4K+$244.8K2026-11-02
Charter Capital Management, Llc\de
DECREASED3,5203,700-180-5%$542.5K$511.4K-$31.2K2026-10-28
Wealth Quarterback LLC
DECREASED3,5164,018-502-12%$589.2K$510.8K-$78.4K2026-10-20
Brooklyn FI, LLC
INCREASED3,513111+3,402+3065%$16.6K$587.8K+$571.2K2026-11-05
Cedarwood Wealth LLC
INCREASED3,5083,444+64+2%$505.0K$509.7K+$4.6K2026-11-09
Rosenberg Matthew Hamilton
DECREASED3,5023,506-40%$514.1K$508.7K-$5.3K2026-10-05
Sage Capital Management, LLC
INCREASED3,5003,494+6+0%$512.5K$508.6K-$3.9K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
DECREASED3,4913,510-19-1%$514.7K$507.2K-$7.5K2026-11-02
Black Diamond Financial, LLC
INCREASED3,4883,129+359+11%$458.8K$506.7K+$47.9K2026-10-26
StoryOne LLC
INCREASED3,4862,065+1,421+69%$302.8K$506.4K+$203.6K2026-10-13
Todd Wealth Management, LLC
INCREASED3,4863,484+2+0%$510.9K$506.5K-$4.4K2026-10-19
Cdkv Holdings LLC
UNCHANGED3,4863,48600%$511.2K$506.4K-$4.7K2026-10-28
Piedmont Capital Management, LLC
DECREASED3,4853,534-49-1%$518.2K$506.3K-$11.9K2026-10-21
Legacy Financial Independent Advisors LLC
DECREASED3,4843,541-57-2%$519.3K$506.2K-$13.1K2026-11-02
Capital Management Associates, Inc
DECREASED3,4734,142-669-16%$607.3K$504.6K-$102.8K2026-10-20
Tsfg, LLC
DECREASED3,4664,514-1,048-23%$662.0K$504-$661.5K2026-10-23
Central Pacific Bank - Trust Division
DECREASED3,4645,695-2,231-39%$835.1K$503.3K-$331.9K2026-10-06
Prevail Innovative Wealth Advisors, LLC
NEW3,459—+3,459——$511.3K—2026-10-20
Capital Advisors, Ltd. LLC
DECREASED3,4533,934-481-12%$577$502-$752026-10-27
Emergent Wealth Advisors, LLC
DECREASED3,4513,602-151-4%$522.4K$501.3K-$21.0K2026-10-09
Master's Wealth Management Inc.
DECREASED3,4493,512-63-2%$515.0K$501.0K-$14.0K2026-10-22
Aspen Wealth Management LLC
INCREASED3,4443,442+2+0%$504.7K$500.4K-$4.3K2026-10-14
Foguth Wealth Management, Llc.
INCREASED3,4413,418+23+1%$509.7K$548.3K+$38.5K2026-10-19
Probity Advisors, Inc.
INCREASED3,4373,432+5+0%$503.3K$499.3K-$3.9K2026-10-23
Burkett Asset Management Ltd
INCREASED3,4353,195+240+8%$468.5K$499.0K+$30.5K2026-10-13
Vanguard Capital Wealth Advisors
INCREASED3,4323,428+4+0%$502.7K$498.7K-$4.0K2026-10-16
Optivise Advisory Services LLC
INCREASED3,4283,368+60+2%$493.9K$498.1K+$4.2K2026-10-19
Royal Palms Capital LLC
DECREASED3,4265,426-2,000-37%$795.7K$497.7K-$297.9K2026-10-23
Kelleher Financial Advisors
DECREASED3,41810,745-7,327-68%$1.6M$496.6K-$1.1M2026-10-30
Flagship Wealth Advisors, LLC
DECREASED3,4003,750-350-9%$549.9K$494.0K-$55.9K2026-11-03
Prosperity Financial Group, Inc.
DECREASED3,3883,555-167-5%$521.4K$492.3K-$29.2K2026-10-29
Legacy Edge Advisors, LLC
DECREASED3,3883,467-79-2%$508.4K$492.2K-$16.2K2026-11-06
Baker Boyer National Bank
UNCHANGED3,3883,38800%$496.8K$492.2K-$4.6K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED3,3872,890+497+17%$423.8K$492.0K+$68.2K2026-10-20
Syverson Strege & Co
DECREASED3,3653,446-81-2%$505.3K$488.9K-$16.5K2026-11-02
John Boyer, Inc.
DECREASED3,3593,406-47-1%$499.6K$488.0K-$11.6K2026-10-27
Citadel Investment Advisory, Inc.
UNCHANGED3,3583,35800%$492.0K$488.0K-$4.0K2026-10-15
Cascade Investment Group, Inc.
UNCHANGED3,3583,35800%$492.4K$487.9K-$4.6K2026-10-13
LeConte Wealth Management, LLC
DECREASED3,3563,497-141-4%$512.7K$487.5K-$25.2K2026-10-20
Traynor Capital Management, Inc.
DECREASED3,3313,637-306-8%$533.3K$484.0K-$49.3K2026-10-29
Roan Capital Partners
DECREASED3,3313,427-96-3%$502.6K$483.9K-$18.7K2026-10-09
Smith & Howard Wealth Management, LLC
UNCHANGED3,3283,32800%$488.1K$483.6K-$4.5K2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED3,3243,602-278-8%$528.1K$482.9K-$45.2K2026-10-15
Nordwand Advisors, LLC
INCREASED3,3213,223+98+3%$472.6K$482.5K+$9.9K2026-11-05
Auour Investments LLC
UNCHANGED3,3133,31300%$485.8K$481.3K-$4.5K2026-10-28
Quad-Cities Investment Group, LLC
INCREASED3,3053,301+4+0%$484.0K$480.1K-$3.9K2026-10-16
Cooper S Advisors, LLC
INCREASED3,2993,198+101+3%$469.0K$479.3K+$10.3K2026-11-03
Allen Wealth Management, LLC
DECREASED3,2923,838-546-14%$562.8K$478.3K-$84.5K2026-10-29
Manske Wealth Management
INCREASED3,2863,223+63+2%$472.6K$477.4K+$4.8K2026-10-26
TrueWealth Advisors, LLC
DECREASED3,2833,364-81-2%$493.3K$477.0K-$16.3K2026-10-09
AMI Investment Management Inc
INCREASED3,2692,968+301+10%$435.2K$474.9K+$39.7K2026-10-27
Tempus Wealth Planning, LLC
INCREASED3,2682,297+971+42%$336.8K$474.7K+$137.9K2026-10-14
Cornerstone National Bank & Trust Co
DECREASED3,2684,151-883-21%$612.0K$470.4K-$141.6K2026-10-20
Silvia Mccoll Wealth Management, LLC
DECREASED3,2643,312-48-1%$485.7K$474.2K-$11.5K2026-10-07
Sprott Inc.
INCREASED3,2571,770+1,487+84%$259.6K$473.2K+$213.6K2026-11-09
Visionary Horizons, LLC
INCREASED3,2493,238+11+0%$474.9K$472.0K-$2.9K2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED3,2483,223+25+1%$472.6K$471.9K-$7522026-10-15
Morey & Quinn Wealth Partners, LLC
INCREASED3,2313,147+84+3%$461.5K$469.4K+$7.9K2026-10-28
Climber Capital SA
UNCHANGED3,2003,20000%$468.3K$440.8K-$27.5K2026-10-20
Trust Co
INCREASED3,1993,141+58+2%$460.6K$464.8K+$4.2K2026-10-09
Wespac Advisors, LLC
UNCHANGED3,1993,19900%$469.1K$464.8K-$4.4K2026-10-26
Cardinal Strategic Wealth Guidance
UNCHANGED3,1973,19700%$468.8K$464.5K-$4.3K2026-11-02
Scott Capital Advisors, LLC
NEW3,166—+3,166——$468.0K—2026-10-13
Evolution Wealth Advisors, LLC
INCREASED3,1651,870+1,295+69%$274.2K$459.8K+$185.6K2026-11-03
Renaissance Investment Group LLC
INCREASED3,1503,095+55+2%$453.9K$457.6K+$3.8K2026-10-28
Lodestar Private Asset Management LLC
DECREASED3,1463,510-364-10%$514.7K$457.1K-$57.7K2026-10-26
Central Valley Advisors, LLC
DECREASED3,1433,746-603-16%$549.3K$456.6K-$92.7K2026-10-27
Sterling Investment Counsel, LLC
INCREASED3,1203,119+1+0%$457.4K$453.3K-$4.1K2026-10-19
Francis Financial, Inc.
INCREASED3,1102,913+197+7%$427.2K$451.8K+$24.7K2026-11-09
Orca Investment Management, LLC
DECREASED3,1093,121-120%$457.7K$451.7K-$6.0K2026-10-29
Gray Private Wealth, LLC
DECREASED3,1043,343-239-7%$490.2K$451.0K-$39.2K2026-10-28
Crusonia Wealth Advisors LLC
INCREASED3,1002,813+287+10%$412.5K$450.4K+$37.9K2026-10-26
Braun-Bostich & Associates Inc.
DECREASED3,0993,136-37-1%$459.9K$450.2K-$9.6K2026-10-20
Johnson Bixby & Associates, LLC
INCREASED3,0862,938+148+5%$430.8K$448.3K+$17.5K2026-10-14
Prairie Advisory, LLC
INCREASED3,0841,541+1,543+100%$225.9K$448.0K+$222.1K2026-10-19
Quantum Private Wealth, LLC
DECREASED3,0823,140-58-2%$460.5K$447.8K-$12.7K2026-10-20
Aafmaa Wealth Management & Trust LLC
NEW3,080—+3,080——$447.5K—2026-10-14
Mullaney, Keating & Wright, Inc.
UNCHANGED3,0783,07800%$451.4K$447.2K-$4.2K2026-10-19
Alchemi Wealth, LLC
INCREASED3,0742,913+161+6%$427.3K$446.7K+$19.4K2026-11-04
Northwest Wealth Management, LLC
INCREASED3,0692,559+510+20%$375.2K$445.9K+$70.7K2026-10-30
MPS Loria Financial Planners, LLC
INCREASED3,0622,892+170+6%$424.1K$444.8K+$20.8K2026-10-14
Augustine Asset Management Inc
INCREASED3,0552,366+689+29%$347.0K$443.8K+$96.9K2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED3,0391,976+1,063+54%$289.8K$441.6K+$151.7K2026-10-16
Arbor Investment Advisors, LLC
INCREASED3,0302,621+409+16%$384.4K$440.1K+$55.8K2026-10-26
Clearwater Capital Advisors, LLC
DECREASED3,0283,099-71-2%$454.4K$439.9K-$14.5K2026-11-06
Kaufman Rossin Wealth, LLC
NEW3,020—+3,020——$438.8K—2026-10-19
Breakwater Capital Group
DECREASED3,0193,283-264-8%$481.3K$438.7K-$42.7K2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED3,0176,586-3,569-54%$970.9K$434.3K-$536.6K2026-10-13
Elevated Capital Advisors, LLC
DECREASED3,0116,420-3,409-53%$941.5K$437.5K-$504.0K2026-11-04
Innova Wealth Partners
DECREASED3,0103,885-875-23%$569.6K$437.3K-$132.4K2026-10-21
Enclave Advisors LLC
DECREASED3,0093,314-305-9%$486.0K$437.1K-$48.9K2026-10-14
Cowa, LLC
INCREASED3,0012,897+104+4%$425.0K$436.1K+$11.2K2026-10-30
Summa Corp.
UNCHANGED3,0003,00000%$439.9K$435.8K-$4.1K2026-10-30
Capital Investment Counsel, LLC
UNCHANGED2,9842,98400%$437.6K$433.5K-$4.1K2026-10-14
Ledgewood Wealth Advisors, LLC
UNCHANGED2,9812,98100%$437.1K$433.1K-$4.1K2026-10-09
Laraway Financial Advisors Inc
DECREASED2,9803,330-350-11%$488.3K$432.9K-$55.4K2026-11-09
Novem Group
DECREASED2,9803,042-62-2%$446.1K$433.0K-$13.1K2026-10-19
Investment Partners Asset Management, Inc.
DECREASED2,9722,976-40%$436.3K$431.8K-$4.5K2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
INCREASED2,9651,806+1,159+64%$264.8K$430.8K+$165.9K2026-10-22
PKS Advisory Services, LLC
UNCHANGED2,9642,96400%$434.7K$434.7K$02026-10-26
Hixon Zuercher, LLC
DECREASED2,9584,458-1,500-34%$653.7K$429.7K-$224.0K2026-10-13
Wall Street Financial Group, Inc.
INCREASED2,9572,790+167+6%$409.1K$429.6K+$20.5K2026-11-09
KFG LLC
NEW2,951—+2,951——$428.7K—2026-11-02
GKV Capital Management Co., Inc.
DECREASED2,9503,100-150-5%$454.6K$428.6K-$26.0K2026-11-06
Eurizon SLJ Capital Ltd
INCREASED2,9422,475+467+19%$362.9K$427.4K+$64.5K2026-11-06
Redwood Family Wealth LLC
INCREASED2,9382,914+24+1%$427.4K$426.9K-$5132026-10-20
McGuire Investment Group, LLC
INCREASED2,9372,687+250+9%$394.0K$426.7K+$32.7K2026-10-23
Teza Capital Management LLC
NEW2,935—+2,935——$426.4K—2026-10-23
StrongBox Wealth, LLC
DECREASED2,9273,184-257-8%$467.0K$425.2K-$41.7K2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED2,9252,92500%$428.9K$424.9K-$4.0K2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED2,9232,92300%$428.6K$424.7K-$4.0K2026-10-13
USAdvisors Wealth Management, LLC
INCREASED2,9222,901+21+1%$425.0K$424-$424.6K2026-10-21
WealthPoint Financial, LLC
INCREASED2,9212,837+84+3%$416.0K$424.3K+$8.3K2026-11-03
Philip James Wealth Mangement, LLC
UNCHANGED2,9212,92100%$428.4K$424.4K-$4.0K2026-10-27
Ares Financial Consulting, LLC
DECREASED2,9132,943-30-1%$431.5K$423.2K-$8.3K2026-10-19
Wiser Wealth Management, Inc
INCREASED2,8972,741+156+6%$401.9K$420.9K+$18.9K2026-10-14
McHugh Group, LLC
UNCHANGED2,8922,89200%$424.0K$420.1K-$3.9K2026-10-19
Solstein Capital, LLC
UNCHANGED2,8902,89000%$423.8K$419.9K-$3.9K2026-11-02
MRA Advisory Group
NEW2,889—+2,889——$419.7K—2026-10-07
Taylor Financial Group, Inc.
UNCHANGED2,8892,88900%$423.6K$419.7K-$3.9K2026-11-02
North Forty Two & Co.
UNCHANGED2,8872,88700%$423.4K$419.4K-$3.9K2026-10-19
Canvas Wealth Advisors, LLC
INCREASED2,8772,548+329+13%$373.6K$462.0K+$88.4K2026-11-02
Essential Partners LLC
INCREASED2,876608+2,268+373%$89.2K$417.8K+$328.7K2026-10-14
Private Advisory Group LLC
INCREASED2,8732,598+275+11%$381.0K$417.4K+$36.4K2026-11-06
Carl P. Sherr & Co., LLC
DECREASED2,8662,961-95-3%$434.2K$416.4K-$17.8K2026-11-06
Sara-Bay Financial
UNCHANGED2,8642,86400%$420.0K$416.1K-$3.9K2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED2,8572,933-76-3%$430.1K$415.1K-$15.0K2026-10-23
Basso Capital Management, L.P.
DECREASED2,8504,350-1,500-34%$637.9K$414.0K-$223.8K2026-10-30
Global Trust Asset Management, LLC
DECREASED2,8502,890-40-1%$423.8K$414.0K-$9.7K2026-10-19
Banque de Luxembourg S.A.
DECREASED2,8479,347-6,500-70%$1.4M$413.6K-$957.0K2026-10-14
San Luis Wealth Advisors LLC
INCREASED2,8392,678+161+6%$392.7K$412.5K+$19.8K2026-10-27
Destiny Wealth Partners, LLC
INCREASED2,8381,704+1,134+67%$246.2K$464.2K+$218.0K2026-11-05
Armor Investment Advisors, LLC
DECREASED2,8353,118-283-9%$457.2K$411.8K-$45.4K2026-10-27
Skyline Advisors, Inc.
INCREASED2,8312,827+4+0%$414.5K$411.4K-$3.1K2026-11-03
Lifestyle Asset Management, Inc.
INCREASED2,8302,331+499+21%$341.8K$411.1K+$69.3K2026-10-20
Churchill Financial Advisors, LLC
INCREASED2,8261,826+1,000+55%$267.8K$410.6K+$142.8K2026-10-20
Thompson Davis & Co., Inc.
UNCHANGED2,8232,82300%$414.0K$410.1K-$3.8K2026-11-05
Objective Capital Management, LLC
DECREASED2,8212,843-22-1%$417.0K$409.9K-$7.1K2026-10-13
Eagle Wealth Advisors LLC
DECREASED2,8153,700-885-24%$542.6K$409.0K-$133.6K2026-10-20
Stone Summit Wealth LLC
DECREASED2,8143,232-418-13%$473.9K$408.8K-$65.1K2026-10-14
Weaver Consulting Group
DECREASED2,8142,819-50%$413.4K$408.8K-$4.6K2026-10-07
Worth Financial Advisory Group, LLC
DECREASED2,8022,854-52-2%$418.5K$407.1K-$11.4K2026-10-19
Provident Trust Co
UNCHANGED2,8002,80000%$410.6K$406.8K-$3.8K2026-10-29
Gould Asset Management LLC
UNCHANGED2,7972,79700%$410.2K$406.3K-$3.8K2026-11-06
Mcrae Capital Management Inc
UNCHANGED2,7972,79700%$410.2K$406.3K-$3.8K2026-10-15
Bay Capital Advisors, LLC
UNCHANGED2,7962,79600%$409.9K$406.1K-$3.8K2026-10-16
Wealthcare Capital Partners, LLC
DECREASED2,7942,802-80%$410.9K$405.9K-$5.0K2026-10-21
AGH Wealth Advisors, LLC
INCREASED2,7872,714+73+3%$398.0K$404.9K+$6.9K2026-10-26
KFA Private Wealth Group, LLC
INCREASED2,7822,280+502+22%$334.4K$404.2K+$69.8K2026-10-07
Rockport Wealth LLC
INCREASED2,7822,605+177+7%$382.0K$404.2K+$22.2K2026-11-03
Invested Advisors
DECREASED2,7822,800-18-1%$410.6K$404.2K-$6.4K2026-10-23
Bishop & Co Investment Management, LLC
UNCHANGED2,7822,78200%$408.0K$404.2K-$3.8K2026-11-05
SeaBridge Investment Advisors LLC
INCREASED2,7812,151+630+29%$315.4K$404.0K+$88.6K2026-11-02
O'Keefe Stevens Advisory, Inc.
UNCHANGED2,7782,77800%$407.4K$403.6K-$3.8K2026-10-09
Warner Financial, Inc
DECREASED2,7742,777-30%$407.2K$403.0K-$4.2K2026-11-06
Foundation Wealth Management, Llc\pa
DECREASED2,7612,792-31-1%$409.4K$401.2K-$8.2K2026-10-14
Dakota Community Bank & Trust NA
INCREASED2,7602,250+510+23%$329.9K$401.0K+$71.0K2026-10-09
Wealth Management Partners, LLC
DECREASED2,7573,003-246-8%$440.4K$400.5K-$39.8K2026-10-21
MKT Advisors LLC
DECREASED2,7552,915-160-5%$445.2K$414.8K-$30.4K2026-10-20
Rahlfs Capital, LLC
UNCHANGED2,7552,75500%$404.0K$400.2K-$3.7K2026-10-23
Todd Asset Management LLC
UNCHANGED2,7542,75400%$403.8K$400.1K-$3.7K2026-10-27
Gouws Capital LLC
UNCHANGED2,7502,75000%$403.3K$399.5K-$3.7K2026-10-09
Base Wealth Management LLC
INCREASED2,7462,601+145+6%$381.4K$398.9K+$17.5K2026-10-21
Symphony Financial Services, Inc.
INCREASED2,7422,739+3+0%$401.6K$398.4K-$3.2K2026-11-09
WestHill Financial Advisors, Inc.
DECREASED2,7362,887-151-5%$423.3K$397.5K-$25.8K2026-10-14
ProVise Management Group, LLC
DECREASED2,7303,407-677-20%$499.6K$396.6K-$103.0K2026-11-06
Riggs Asset Managment Co. Inc.
DECREASED2,7263,123-397-13%$458.0K$396.0K-$61.9K2026-11-05
Abel Hall, LLC
DECREASED2,7232,859-136-5%$419.3K$395.6K-$23.6K2026-10-19
apricus wealth, LLC
INCREASED2,7202,420+300+12%$354.9K$395.2K+$40.3K2026-10-26
Fiscal Wisdom Wealth Management, LLC
INCREASED2,7002,584+116+4%$379.0K$392.3K+$13.3K2026-10-16
Princeton Capital Management LLC
DECREASED2,6983,248-550-17%$476.3K$392.0K-$84.3K2026-10-27
JBR Co Financial Management Inc
UNCHANGED2,6962,69600%$395.3K$397.5K+$2.1K2026-10-13
Reap Financial Group, LLC
INCREASED2,6912,442+249+10%$358.1K$391.0K+$32.9K2026-11-02
Financial Insights, Inc.
INCREASED2,6852,575+110+4%$377.6K$390.0K+$12.5K2026-10-27
Trek Financial, LLC
DECREASED2,6845,176-2,492-48%$759.1K$389.9K-$369.1K2026-10-29
North Capital, Inc.
DECREASED2,6843,200-516-16%$469.3K$410.8K-$58.5K2026-10-16
Market Street Wealth Management Advisors LLC
INCREASED2,6802,469+211+9%$362.1K$389.4K+$27.3K2026-10-09
Investment Planning Advisors, Inc.
INCREASED2,6782,036+642+32%$298.5K$389.1K+$90.6K2026-10-14
Storen Legacy Partners, LLC
DECREASED2,6722,776-104-4%$407.1K$388.2K-$18.9K2026-11-09
Werba Rubin Papier Wealth Management
INCREASED2,6662,261+405+18%$331.5K$387.3K+$55.8K2026-11-06
Wolverine Asset Management LLC
INCREASED2,6592,521+138+5%$369.7K$386.3K+$16.6K2026-11-02
Stronghold Wealth Management L.L.C.
INCREASED2,6592,644+15+1%$387.7K$386.3K-$1.4K2026-10-16
Bullseye Investment Management, LLC
UNCHANGED2,6542,65400%$389.2K$385.6K-$3.6K2026-10-29
Lakeshore Financial Planning, Inc.
DECREASED2,6452,805-160-6%$411.6K$384.2K-$27.4K2026-10-13
Miramontes Capital, LLC
INCREASED2,6402,384+256+11%$349.6K$383.5K+$33.9K2026-10-19
NewSquare Capital LLC
INCREASED2,6392,027+612+30%$297.3K$383.4K+$86.2K2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED2,6392,660-21-1%$390.1K$383.4K-$6.6K2026-10-28
GSG Advisors LLC
DECREASED2,6363,197-561-18%$468.7K$382.9K-$85.8K2026-11-03
Total Investment Management Inc
DECREASED2,6362,673-37-1%$386.3K$383.0K-$3.3K2026-10-22
Grant Private Wealth Management Inc
DECREASED2,6284,800-2,172-45%$703.9K$381.8K-$322.1K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED2,6141,889+725+38%$283.3K$379.8K+$96.6K2026-11-02
University of Texas S AM Investment Management Co
INCREASED2,6122,116+496+23%$310.3K$379.5K+$69.2K2026-11-03
Sageworth Trust Co
NEW2,611—+2,611——$379.3K—2026-10-30
Purus Wealth Management, LLC
INCREASED2,6112,355+256+11%$345.4K$379.4K+$34.0K2026-10-15
DSG Capital Advisors, LLC
UNCHANGED2,6092,60900%$381.1K$379.0K-$2.1K2026-11-05
Carrera Capital Advisors
INCREASED2,6052,435+170+7%$357.1K$378.5K+$21.4K2026-11-03
Salomon & Ludwin, LLC
DECREASED2,6032,980-377-13%$439.3K$378.2K-$61.2K2026-10-29
Apollon Financial, LLC
INCREASED2,6032,442+161+7%$358.1K$378.2K+$20.1K2026-10-23
Argos Wealth Advisors, LLC
DECREASED2,6032,614-110%$383.3K$378.2K-$5.2K2026-11-02
Mascagni Wealth Management, Inc.
DECREASED2,6002,750-150-5%$403.3K$377.7K-$25.5K2026-10-23
Tortoise Investment Management, LLC
INCREASED2,5942,462+132+5%$361.1K$376.8K+$15.8K2026-11-06
Marin Bay Wealth Advisors, LLC
DECREASED2,5782,618-40-2%$384.0K$374.5K-$9.5K2026-10-28
Clarity Wealth Development LLC
DECREASED2,5772,755-178-6%$404.0K$374.4K-$29.6K2026-10-22
Birchwood Financial Partners, Inc.
INCREASED2,5742,544+30+1%$373.1K$374.0K+$8982026-11-02
Cornerstone Planning Group LLC
DECREASED2,5692,677-108-4%$399.1K$388.5K-$10.7K2026-10-16
Nabity-Jensen Investment Management Inc
INCREASED2,5642,521+43+2%$369.7K$372.5K+$2.8K2026-10-23
Midwest Professional Planners, Ltd.
DECREASED2,5592,799-240-9%$410.4K$371.7K-$38.6K2026-10-29
Hurlow Wealth Management Group, Inc.
DECREASED2,5562,558-20%$375.1K$371.3K-$3.8K2026-10-29
FMA Wealth Management, LLC
UNCHANGED2,5552,55500%$374.7K$371.2K-$3.5K2026-10-21
Pinnacle Financial Group, LLC / IL
INCREASED2,5532,451+102+4%$359.4K$370.8K+$11.5K2026-10-29
Kaydan Wealth Management, Inc.
INCREASED2,5462,408+138+6%$353.1K$369.9K+$16.8K2026-10-08
Advisortrust Partners, LLC
DECREASED2,5442,829-285-10%$414.8K$369.6K-$45.3K2026-11-02
Unique Wealth, LLC
INCREASED2,5442,520+24+1%$369.6K$369.6K+$592026-10-16
Huntleigh Advisors, Inc.
DECREASED2,5402,862-322-11%$419.7K$369.0K-$50.7K2026-11-03
Mission Financial Group, LLC
INCREASED2,5342,406+128+5%$352.9K$368.2K+$15.3K2026-10-21
Eclectic Associates Inc
DECREASED2,5283,076-548-18%$451.1K$367.3K-$83.8K2026-10-09
Owl Creek Wealth Partners LLC
INCREASED2,5282,097+431+21%$307.5K$367.3K+$59.8K2026-10-20
Polaris Investment Advisors, LLC
NEW2,527—+2,527——$367.1K—2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED2,5262,140+386+18%$313.7K$366.9K+$53.2K2026-11-04
Omnitrust Wealth Management, Inc
NEW2,523—+2,523——$366.5K—2026-11-02
Worthington Financial Partners, LLC
UNCHANGED2,5232,52300%$370.0K$366.5K-$3.4K2026-10-13
Silvant Capital Management LLC
UNCHANGED2,5132,51300%$368.5K$365.1K-$3.4K2026-11-09
IFS Advisors, LLC
INCREASED2,508465+2,043+439%$68.3K$364.4K+$296.1K2026-10-14
Greater Midwest Financial Group, LLC
INCREASED2,5082,262+246+11%$331.8K$364.3K+$32.5K2026-10-13
Thayer Partners, LLC / MA
INCREASED2,5042,501+3+0%$366.8K$363.8K-$3.0K2026-11-06
Lake Street Private Wealth, LLC
INCREASED2,5022,411+91+4%$353.7K$363.5K+$9.8K2026-10-22
Trinity Financial Advisors LLC
DECREASED2,5012,514-13-1%$368.7K$363.4K-$5.3K2026-10-09
Vision Capital Management, Inc.
UNCHANGED2,5002,50000%$366.6K$363.2K-$3.4K2026-10-20
Nova Financial LLC
NEW2,499—+2,499——$363.0K—2026-11-04
Maryland Capital Advisors Inc.
INCREASED2,4942,178+316+15%$319.4K$362.3K+$42.9K2026-10-15
Centerpoint Advisory Group
UNCHANGED2,4912,49100%$365.3K$361.9K-$3.4K2026-10-23
Titleist Asset Management, LLC
DECREASED2,4753,039-564-19%$445.7K$359.6K-$86.1K2026-10-08
Grant Street Asset Management, Inc.
INCREASED2,4612,215+246+11%$324.8K$357.5K+$32.7K2026-10-26
Quantum Financial Partners LLC
DECREASED2,4602,500-40-2%$366.6K$357.4K-$9.3K2026-10-19
Value Investment Professionals, LLC
INCREASED2,4502,433+17+1%$356.8K$356.0K-$7902026-10-13
Invariant Investment Management
INCREASED2,4481,878+570+30%$280.4K$354.7K+$74.3K2026-10-08
TrustBank
DECREASED2,4462,531-85-3%$371.1K$355.4K-$15.8K2026-10-20
Woodley Farra Manion Portfolio Management Inc
INCREASED2,4432,433+10+0%$356.7K$354.9K-$1.8K2026-11-05
Optima Capital LLC
INCREASED2,4312,389+42+2%$350.4K$353.2K+$2.8K2026-10-29
Tranquility Partners, LLC
INCREASED2,4202,387+33+1%$350.0K$342.9K-$7.2K2026-10-20
Fell Capital Management
UNCHANGED2,4112,41100%$353.5K$350.3K-$3.3K2026-10-09
Cambridge Financial Group, LLC
UNCHANGED2,4062,40600%$352.9K$352.9K$02026-10-06
Enhancing Capital LLC
UNCHANGED2,4002,40000%$351.9K$348.7K-$3.3K2026-10-26
Schneider Downs Wealth Management Advisors, LP
DECREASED2,3972,487-90-4%$364.7K$348.2K-$16.5K2026-10-27
Friday Financial
INCREASED2,3952,147+248+12%$328.0K$344.8K+$16.8K2026-10-09
Harmony Asset Management LLC
DECREASED2,3912,561-170-7%$375.6K$347.4K-$28.2K2026-10-20
Aurora Investment Managers, Llc.
DECREASED2,3912,413-22-1%$354$347-$72026-10-15
Gladwyn Financial Advisors, Inc.
UNCHANGED2,3912,39100%$350.6K$347.4K-$3.3K2026-10-05
WMG Financial Advisors, LLC
UNCHANGED2,3912,39100%$350.6K$350.6K$02026-10-28
Sterling Financial Planning, Inc.
DECREASED2,3812,470-89-4%$362.2K$345.9K-$16.3K2026-10-28
Brucke Financial, Inc.
DECREASED2,3812,399-18-1%$351.9K$345.9K-$6.0K2026-10-23
Fagan Associates, Inc.
UNCHANGED2,3812,38100%$349.2K$346.0K-$3.2K2026-10-13
Premier Fund Managers Ltd
UNCHANGED2,3812,38100%$353$353$02026-11-02
AMG Asset Management Group, Inc.
INCREASED2,3691,891+478+25%$277.3K$344.2K+$66.9K2026-10-21
Redw Wealth LLC
INCREASED2,3622,316+46+2%$339.6K$343.2K+$3.5K2026-11-02
Summit Securities Group LLC
NEW2,361—+2,361——$343.0K—2026-11-05
Dorato Capital Management
INCREASED2,3532,245+108+5%$330.1K$347.8K+$17.7K2026-10-08
Independent Wealth Network Inc.
DECREASED2,3522,745-393-14%$402.6K$341.7K-$60.9K2026-10-19
Kooman & Associates
INCREASED2,3472,285+62+3%$335.1K$341.0K+$5.9K2026-10-21
True Wealth Design, LLC
INCREASED2,3451,772+573+32%$259.8K$340.6K+$80.8K2026-10-13
Connecticut Capital Management Group, LLC
INCREASED2,3412,332+9+0%$342.0K$340.1K-$1.9K2026-10-29
Aletheian Wealth Advisors LLC
DECREASED2,3402,676-336-13%$392.4K$340.0K-$52.5K2026-10-08
Red Mountain Financial, LLC
INCREASED2,3382,334+4+0%$342.3K$339.7K-$2.7K2026-11-03
Sage Mountain Advisors LLC
NEW2,337—+2,337——$339.5K—2026-11-02
Cogent Strategic Wealth LLC
INCREASED2,3372,304+33+1%$337.9K$339.5K+$1.7K2026-10-22
American Institute for Advanced Investment Management, LLP
UNCHANGED2,3372,33700%$342.7K$339.5K-$3.2K2026-11-03
Invenio Wealth Partners LLC
DECREASED2,3362,362-26-1%$346.4K$339.4K-$7.0K2026-10-20
Intesa Sanpaolo Wealth Management
UNCHANGED2,3332,33300%$342.1K$338.9K-$3.2K2026-10-28
Penobscot Wealth Management
INCREASED2,3302,314+16+1%$339.4K$338.6K-$8032026-10-21
Marks Group Wealth Management, Inc
UNCHANGED2,3302,33000%$341.7K$338.5K-$3.2K2026-11-05
Freedom Financial Partners LLC
DECREASED2,3262,433-107-4%$356.7K$337.9K-$18.9K2026-10-19
Trellis Wealth Advisors LLC
DECREASED2,3252,329-40%$341.5K$337.8K-$3.7K2026-10-19
bLong Financial, LLC
UNCHANGED2,3092,30900%$338.6K$335.5K-$3.1K2026-10-29
Lazari Capital Management, Inc.
DECREASED2,3082,377-69-3%$348.6K$335.3K-$13.3K2026-10-20
Fonville Wealth Management LLC
INCREASED2,3071,423+884+62%$208.7K$335.2K+$126.5K2026-10-28
Wincap Financial LLC
UNCHANGED2,3062,30600%$338.2K$335.1K-$3.1K2026-10-20
Warwick Investment Management, Inc.
DECREASED2,3032,671-368-14%$391.6K$334.6K-$57.0K2026-10-19
Wingate Wealth Advisors, Inc.
DECREASED2,3022,377-75-3%$348.6K$334.4K-$14.1K2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED2,3022,235+67+3%$327.8K$334.4K+$6.6K2026-11-06
Garde Capital, Inc.
INCREASED2,3001,538+762+50%$225.5K$334.1K+$108.6K2026-10-29
Northwest Financial Advisors
DECREASED2,3002,336-36-2%$342.6K$334.1K-$8.5K2026-10-27
Brown Wealth Management, LLC
INCREASED2,2972,195+102+5%$321.9K$333.7K+$11.7K2026-10-20
Provident Investment Management, Inc.
UNCHANGED2,2952,29500%$336.5K$333.4K-$3.1K2026-10-23
One Day In July LLC
DECREASED2,2942,364-70-3%$346.7K$333.3K-$13.4K2026-10-30
Defined Wealth Management, LLC
INCREASED2,2922,184+108+5%$320.3K$333.0K+$12.7K2026-10-19
Elevation Wealth Management LLC
INCREASED2,2922,291+1+0%$336.0K$333.0K-$3.0K2026-11-02
Correct Capital Wealth Management
DECREASED2,2872,415-128-5%$354.1K$332.4K-$21.8K2026-11-02
Gemmer Asset Management LLC
INCREASED2,2872,160+127+6%$316.7K$332.3K+$15.5K2026-10-16
Eagle Bay Advisors LLC
INCREASED2,2852,017+268+13%$295.8K$332.0K+$36.2K2026-10-16
Legacy Wealth Partners, LLC
NEW2,282—+2,282——$331.5K—2026-10-15
S.E.E.D. Planning Group LLC
DECREASED2,2676,656-4,389-66%$976.0K$329.3K-$646.7K2026-10-07
Lockerman Financial Group, Inc.
DECREASED2,2652,326-61-3%$341.1K$329.1K-$12.0K2026-10-19
SFE Investment Counsel
DECREASED2,2652,305-40-2%$338.0K$329.1K-$8.9K2026-10-29
Hidden Cove Wealth Management, LLC
INCREASED2,2632,246+17+1%$329.4K$328.8K-$5842026-10-19
Roble, Belko & Company, Inc
INCREASED2,2582,238+20+1%$328.0K$328-$327.7K2026-11-09
Total Clarity Wealth Management, Inc.
DECREASED2,2522,413-161-7%$353.8K$327.2K-$26.6K2026-10-26
Baring Financial LLC
INCREASED2,2402,226+14+1%$326.4K$325.4K-$9632026-10-07
Greenup Street Wealth Management LLC
INCREASED2,2352,176+59+3%$319.1K$324.7K+$5.7K2026-10-28
Sather Financial Group Inc
DECREASED2,2322,258-26-1%$331.1K$324.3K-$6.8K2026-10-30
Sun Group Wealth Partners
DECREASED2,2272,465-238-10%$361.5K$323.5K-$37.9K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED2,2252,179+46+2%$319.5K$323.2K+$3.7K2026-11-05
Peak Financial Management, Inc.
UNCHANGED2,2222,22200%$325.8K$322.8K-$3.0K2026-10-16
R2 Capital Strategies, LLC
INCREASED2,2172,203+14+1%$323.0K$322.1K-$8932026-10-15
Able Financial Group, LLC
DECREASED2,2142,419-205-8%$354.7K$321.6K-$33.2K2026-10-14
Kohmann Bosshard Financial Services, LLC
DECREASED2,2082,323-115-5%$340.6K$320.7K-$19.9K2026-11-04
Lord & Richards Wealth Management, LLC
NEW2,203—+2,203——$320.1K—2026-10-14
Noesis Capital Mangement Corp
DECREASED2,1932,878-685-24%$422.0K$318.6K-$103.3K2026-10-26
United Community Bank
INCREASED2,1901,991+199+10%$292.0K$318.2K+$26.2K2026-10-28
Vista Capital Partners, Inc.
INCREASED2,1882,109+79+4%$309.3K$317.9K+$8.6K2026-11-06
DWM Financial Group, Inc.
INCREASED2,1852,042+143+7%$292.6K$317.4K+$24.8K2026-10-28
Cetera Trust Company, N.a
UNCHANGED2,1682,16800%$317.9K$315.0K-$2.9K2026-11-09
James Hambro & Partners LLP
DECREASED2,1652,763-598-22%$404.8K$314.6K-$90.1K2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED2,1602,037+123+6%$298.7K$313.9K+$15.1K2026-11-03
Sylvest Advisors, LLC
DECREASED2,1492,162-13-1%$317.0K$312.2K-$4.8K2026-10-26
Flywheel Private Wealth LLC
INCREASED2,1472,146+1+0%$314.8K$311.9K-$2.9K2026-11-02
Elevation Wealth Partners, LLC
INCREASED2,1462,058+88+4%$301.7K$311.7K+$10.0K2026-10-07
Catalyst Private Wealth, LLC
INCREASED2,1331,661+472+28%$243.6K$309.9K+$66.3K2026-10-13
Cushing Capital Partners, LLC
NEW2,131—+2,131——$309.6K—2026-10-20
Carbahal Olsen Financial Services Group, LLC
UNCHANGED2,1302,13000%$312.3K$309.4K-$2.9K2026-11-05
Core Wealth Management, Inc.
DECREASED2,1202,221-101-5%$325.7K$308.1K-$17.7K2026-10-22
Uniting Wealth Partners, LLC
INCREASED2,1181,891+227+12%$277.3K$307.7K+$30.4K2026-11-06
Richard P Slaughter Associates Inc
INCREASED2,1101,474+636+43%$216.2K$306.5K+$90.3K2026-10-13
Lorne Steinberg Wealth Management Inc.
UNCHANGED2,1092,10900%$309.3K$306.4K-$2.9K2026-10-23
Willow Creek Capital Management, Inc.
UNCHANGED2,1042,10400%$308.5K$308.5K$02026-10-16
Investment Management Trust, LLC
INCREASED2,1032,078+25+1%$304.7K$305.5K+$7782026-11-05
TCP Asset Management, LLC
DECREASED2,1002,105-50%$308.7K$304.3K-$4.4K2026-10-14
Amarillo National Bank
UNCHANGED2,1002,10000%$307.9K$305.1K-$2.9K2026-10-23
Barnes Wealth Management Group, Inc
DECREASED2,0962,101-50%$308.1K$304.5K-$3.6K2026-11-09
Rempart Asset Management Inc.
UNCHANGED2,0882,08800%$306.2K$306.2K$02026-10-20
BostonPremier Wealth LLC
INCREASED2,0842,079+5+0%$304.8K$302.7K-$2.1K2026-10-16
Kelly Financial Services LLC
INCREASED2,0811,945+136+7%$285.2K$302.3K+$17.1K2026-10-20
Concentrum Wealth Management
DECREASED2,0732,179-106-5%$319.5K$301.1K-$18.4K2026-11-09
Nicholas Wealth, Llc.
INCREASED2,0691,571+498+32%$230.4K$300.5K+$70.2K2026-10-26
Fulcrum Capital LLC
DECREASED2,0682,491-423-17%$365.3K$300.4K-$64.8K2026-10-15
Sonata Capital Group Inc
UNCHANGED2,0592,05900%$301.9K$299.1K-$2.8K2026-10-19
Fusion Capital, LLC
INCREASED2,0561,879+177+9%$275.5K$298.7K+$23.2K2026-10-28
Catalyst Investment Management LLC
UNCHANGED2,0542,05400%$301.2K$298.4K-$2.8K2026-10-21
Belleair Asset Management, LLC
UNCHANGED2,0462,04600%$300.0K$297.2K-$2.8K2026-11-03
West Bancorporation Inc
UNCHANGED2,0452,04500%$299.9K$297.1K-$2.8K2026-10-29
Share Andrew L.
NEW2,044—+2,044——$297.0K—2026-11-06
Sagace Wealth Management LLC
INCREASED2,0391,807+232+13%$265.0K$296.2K+$31.2K2026-10-28
Ascent Wealth Partners, LLC
INCREASED2,0332,020+13+1%$296.2K$295.4K-$8592026-10-23
Riverpoint Wealth Management Holdings, LLC
INCREASED2,0322,017+15+1%$295.7K$295.2K-$5172026-11-09
Tortuga Wealth Management, Inc
INCREASED2,0221,978+44+2%$290.1K$293.8K+$3.7K2026-10-27
Alliance Private Wealth, LLC
UNCHANGED2,0202,02000%$296.2K$293.5K-$2.7K2026-10-20
Seven Mile Advisory
INCREASED2,0181,964+54+3%$288.0K$293.3K+$5.3K2026-10-22
J. Derek Lewis & Associates Inc.
NEW2,017—+2,017——$293.1K—2026-11-03
Bright Financial Advisors, Inc.
UNCHANGED2,0152,01500%$295.5K$292.8K-$2.7K2026-10-23
Madrona Financial Services, LLC
INCREASED2,0132,005+8+0%$294.0K$292.4K-$1.6K2026-10-23
Bingham Private Wealth, LLC
DECREASED2,0122,120-108-5%$311.0K$292.3K-$18.7K2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED2,0112,01100%$294.9K$292.2K-$2.7K2026-10-16
Old Peak Finance LLC
DECREASED2,0042,023-19-1%$296.7K$291.1K-$5.6K2026-11-02
Keystone Wealth Services, LLC
INCREASED2,0011,828+173+9%$268.1K$296.7K+$28.6K2026-11-03
Peterson Wealth Services
INCREASED2,0001,401+599+43%$205.5K$290.5K+$85.1K2026-10-26
Erickson Financial Group, LLC
UNCHANGED2,0002,00000%$293.3K$290.6K-$2.7K2026-11-05
PMV Capital Advisers, LLC
UNCHANGED2,0002,00000%$293.3K$290.6K-$2.7K2026-11-09
R.H. Dinel Investment Counsel, Inc.
DECREASED1,9932,743-750-27%$402.2K$289.5K-$112.7K2026-10-14
Westover Capital Advisors, LLC
NEW1,990—+1,990——$289.1K—2026-10-26
Foresight Capital Management Advisors, Inc.
INCREASED1,9891,985+4+0%$291.1K$288.9K-$2.2K2026-10-27
Nikulski Financial, Inc.
INCREASED1,9881,985+3+0%$291.0K$288.8K-$2.3K2026-11-06
Abound Wealth Management
DECREASED1,9852,585-600-23%$379.1K$288.4K-$90.6K2026-10-26
Meridian Financial Advisors, LLC
INCREASED1,9851,805+180+10%$264.7K$288.5K+$23.8K2026-10-14
Hardworking Capital Advisors, LLC
DECREASED1,9777,118-5,141-72%$1.0M$287.2K-$756.6K2026-10-20
McLean Asset Management Corp
INCREASED1,9741,971+3+0%$284.7K$329.8K+$45.1K2026-11-06
Tarbox Family Office, Inc.
DECREASED1,9732,117-144-7%$310.5K$286.6K-$23.9K2026-10-23
UMB Private Wealth Management, LLC
NEW1,972—+1,972——$286.5K—2026-10-19
Sound Financial Strategies Group, LLC
DECREASED1,9713,595-1,624-45%$527.2K$286.3K-$240.8K2026-10-30
Bluesphere Advisors LLC
DECREASED1,9712,147-176-8%$314.9K$286.4K-$28.5K2026-10-19
KRS Capital Management, LLC
DECREASED1,9711,999-28-1%$293.2K$286.4K-$6.8K2026-10-16
Legacy Financial Strategies, LLC
INCREASED1,9691,875+94+5%$275.0K$286.1K+$11.1K2026-10-15
C2c Wealth Management, LLC
UNCHANGED1,9671,96700%$288.4K$285.8K-$2.7K2026-10-20
Park Capital Management, LLC / WI
INCREASED1,9651,780+185+10%$261.0K$285.5K+$24.5K2026-10-13
Lionshead Wealth Management, LLC
INCREASED1,9621,947+15+1%$285.5K$285.0K-$4692026-10-21
Family Investment Center, Inc.
DECREASED1,9582,010-52-3%$294.7K$284.5K-$10.3K2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED1,9572,017-60-3%$295.8K$284.3K-$11.5K2026-10-19
Michels Family Financial, LLC
INCREASED1,9491,845+104+6%$270.5K$283.2K+$12.6K2026-11-02
HT Partners LLC
UNCHANGED1,9481,94800%$285.7K$283.0K-$2.7K2026-10-20
Worth Asset Management, LLC
INCREASED1,9471,405+542+39%$206.0K$282.9K+$76.9K2026-10-07
Hardin Capital Partners, LLC
INCREASED1,9421,808+134+7%$265.3K$282.1K+$16.8K2026-10-09
Parkway Wealth Management Group, LLC
DECREASED1,9381,982-44-2%$290.7K$281.5K-$9.2K2026-10-20
Yoder Wealth Management, Inc.
INCREASED1,9381,923+15+1%$282.0K$281.6K-$4362026-10-13
Etesian Wealth Advisors, Inc.
DECREASED1,9372,054-117-6%$301.2K$281.4K-$19.8K2026-10-27
Atlas Private Wealth Advisors
DECREASED1,9302,004-74-4%$293.8K$280.5K-$13.4K2026-10-23
Eagle Wealth Strategies LLC
DECREASED1,9241,972-48-2%$289.2K$279.5K-$9.7K2026-10-20
Chiron Capital Management, LLC
INCREASED1,9211,910+11+1%$280.1K$279.1K-$9992026-10-15
HRC Wealth Management, LLC
NEW1,916—+1,916——$278.4K—2026-10-16
RCS Financial Planning, LLC
DECREASED1,9121,977-65-3%$289.9K$277.8K-$12.1K2026-10-14
Garner Asset Management Corp
INCREASED1,9121,903+9+0%$279.1K$305.7K+$26.7K2026-10-30
Dahring | Cusmano LLC
NEW1,911—+1,911——$277.7K—2026-11-03
McElhenny Sheffield Capital Management, LLC
NEW1,910—+1,910——$277.5K—2026-11-06
Centerline Wealth Advisors, LLC
INCREASED1,9081,907+1+0%$279.7K$277.2K-$2.5K2026-10-15
Colonial River Investments, LLC
DECREASED1,9062,319-413-18%$340.1K$276.9K-$63.2K2026-10-19
TSA Wealth Managment LLC
INCREASED1,9051,617+288+18%$237.1K$276.8K+$39.6K2026-10-22
Main Street Group, LTD
DECREASED1,9032,064-161-8%$302.7K$276.5K-$26.1K2026-10-28
Five Oceans Advisors
DECREASED1,8922,107-215-10%$309.0K$274.9K-$34.1K2026-10-22
Pachira Investments Inc.
INCREASED1,8861,876+10+1%$275.1K$274.1K-$1.1K2026-10-14
Berkshire Money Management, Inc.
NEW1,880—+1,880——$273.1K—2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED1,8801,88000%$275.7K$273.1K-$2.6K2026-11-06
jvl associates llc
INCREASED1,8781,836+42+2%$269.2K$272.8K+$3.6K2026-10-09
Oxler Private Wealth LLC
INCREASED1,8761,863+13+1%$273.2K$272.6K-$6812026-10-21
Scissortail Wealth Management, LLC
INCREASED1,8751,508+367+24%$221.1K$272.4K+$51.3K2026-11-03
Bridgewealth Advisory Group, LLC
UNCHANGED1,8731,87300%$274.7K$272.1K-$2.5K2026-11-09
Walser Wealth Management Company, A Ltd Liability Co
DECREASED1,8706,345-4,475-71%$930.5K$271.7K-$658.8K2026-10-15
Verus Financial Partners, Inc.
INCREASED1,8701,799+71+4%$263.8K$271.7K+$7.9K2026-10-29
Northbridge Financial Group, LLC
DECREASED1,8661,911-45-2%$280.2K$276.9K-$3.3K2026-11-05
Adamsbrown Wealth Consultants LLC
DECREASED1,8641,903-39-2%$279.1K$270.8K-$8.3K2026-10-20
Meridian Wealth Partners, LLC
DECREASED1,8581,973-115-6%$289.3K$269.9K-$19.4K2026-11-09
Mezzasalma Advisors, LLC
INCREASED1,8551,841+14+1%$270.0K$269.5K-$4702026-10-14
Taylor Securities Services, Inc.
INCREASED1,8531,852+1+0%$271.5K$269.3K-$2.3K2026-10-20
Vestia Personal Wealth Advisors
INCREASED1,8521,696+156+9%$248.7K$269.1K+$20.4K2026-10-20
Mainsail Asset Management, LLC
NEW1,850—+1,850——$274.6K—2026-10-14
Demming Financial Services Corp
INCREASED1,8501,827+23+1%$267.8K$268.6K+$8572026-11-09
Kure Advisory, LLC
DECREASED1,8491,871-22-1%$274.4K$268.6K-$5.7K2026-10-08
Analyst IMS Investment Management Services Ltd.
DECREASED1,8332,154-321-15%$316.0K$266-$315.7K2026-11-05
WealthCare Investment Partners, LLC
INCREASED1,8301,692+138+8%$248.2K$266.0K+$17.7K2026-11-05
PUREfi Wealth, LLC
DECREASED1,8294,650-2,821-61%$681.9K$265.7K-$416.2K2026-10-19
Y.D. More Investments Ltd
DECREASED1,8251,856-31-2%$272.2K$265.1K-$7.0K2026-11-02
Targeted Financial Services LLC
DECREASED1,8231,847-24-1%$270.7K$264.9K-$5.8K2026-10-19
ShankerValleau Wealth Advisors, Inc.
UNCHANGED1,8121,81200%$265.7K$263.2K-$2.5K2026-10-16
Argus Investors' Counsel, Inc.
UNCHANGED1,8081,80800%$265.1K$262.7K-$2.5K2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED1,8022,193-391-18%$321.6K$261.8K-$59.8K2026-10-14
Credit Capital Investments LLC
UNCHANGED1,8001,80000%$264.0K$261.5K-$2.4K2026-10-22
Nexus Investment Management ULC
UNCHANGED1,8001,80000%$264.0K$261.5K-$2.4K2026-10-27
AUA Capital Management, LLC
UNCHANGED1,8001,80000%$264.0K$261.5K-$2.4K2026-10-15
Western Reserve Capital Management, LLC
UNCHANGED1,7981,79800%$263.7K$261.2K-$2.4K2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED1,7941,830-36-2%$268.4K$260.6K-$7.8K2026-10-06
Equity Wealth Partners, LLC
INCREASED1,7931,777+16+1%$260.5K$260.5K-$362026-10-26
Teamwork Financial Advisors, LLC
NEW1,791—+1,791——$260.2K—2026-10-19
Cypress Financial Planning LLC
INCREASED1,7891,759+30+2%$258.0K$259.8K+$1.9K2026-10-09
Genus Capital Management Inc.
UNCHANGED1,7891,78900%$262.3K$259.9K-$2.4K2026-11-04
Legacy Solutions, LLC
DECREASED1,7861,928-142-7%$282.8K$259.5K-$23.3K2026-10-07
Centennial Bank
UNCHANGED1,7861,78600%$261.9K$259.5K-$2.4K2026-11-09
Gradient Capital Advisors, LLC
UNCHANGED1,7811,78100%$261.2K$258.8K-$2.4K2026-10-21
LJI Wealth Management, LLC
DECREASED1,7802,383-603-25%$349.5K$258.5K-$90.9K2026-10-28
CapWealth Advisors, LLC
UNCHANGED1,7761,77600%$260.4K$258.0K-$2.4K2026-10-05
Nolet Wealth Management, LLC
DECREASED1,7732,436-663-27%$357.2K$257.5K-$99.6K2026-10-15
Elevatus Welath Management
DECREASED1,7712,610-839-32%$382.7K$257.4K-$125.3K2026-10-19
Meriwether Wealth & Planning, LLC
INCREASED1,7711,720+51+3%$252.2K$257.3K+$5.1K2026-10-13
Atala Financial Inc
UNCHANGED1,7701,77000%$259.6K$257.1K-$2.4K2026-10-22
Avaii Wealth Management, LLC
DECREASED1,7691,777-80%$260.5K$256.4K-$4.1K2026-10-09
Gill Capital Partners, LLC
DECREASED1,7681,779-11-1%$260.9K$256.9K-$3.9K2026-10-13
Clarity Wealth Advisors, LLC
DECREASED1,7601,881-121-6%$275.8K$255.7K-$20.1K2026-10-21
Hoxton Planning & Management, LLC
DECREASED1,7592,206-447-20%$323.5K$255.5K-$67.9K2026-10-15
MN Wealth Advisors, LLC
INCREASED1,7531,750+3+0%$256.7K$254.7K-$1.9K2026-10-23
Goldstein Advisors, LLC
NEW1,751—+1,751——$254.4K—2026-10-15
Kieckhefer Group LLC
DECREASED1,7501,850-100-5%$271.3K$254.2K-$17.0K2026-10-13
Lodestone Wealth Management LLC
INCREASED1,7501,698+52+3%$249.0K$254.3K+$5.3K2026-10-14
Lipe & Dalton
UNCHANGED1,7501,75000%$257$254-$32026-10-15
Caliber Wealth Management, LLC / KS
DECREASED1,7421,970-228-12%$288.9K$253.0K-$35.9K2026-11-04
First Bank & Trust
DECREASED1,7421,833-91-5%$268.8K$253.1K-$15.7K2026-10-19
Ascentis Wealth Management, LLC
INCREASED1,7411,666+75+5%$244.6K$253.2K+$8.6K2026-11-03
Warm Springs Advisors Inc.
UNCHANGED1,7411,74100%$255.3K$252.9K-$2.4K2026-10-28
Independence Wealth Advisors, LLC
DECREASED1,7292,047-318-16%$300.1K$251.2K-$48.9K2026-10-29
Ridgepath Capital Management LLC
DECREASED1,7251,727-20%$253.2K$250.6K-$2.6K2026-10-29
GenTrust, LLC
INCREASED1,7231,370+353+26%$200.9K$250.3K+$49.4K2026-11-06
Howard Wealth Management, LLC
DECREASED1,7221,756-34-2%$257.5K$250.2K-$7.3K2026-10-28
Sound Portfolio Advisors, LLC
DECREASED1,7181,796-78-4%$263.4K$249.6K-$13.8K2026-11-05
RDA Financial Network
INCREASED1,7171,696+21+1%$248.7K$249.4K+$7462026-10-15
Guardsman Private Capital Management, Inc.
UNCHANGED1,7171,71700%$251.8K$249.4K-$2.3K2026-10-19
Silver Oak Advisory Group, Inc.
INCREASED1,7151,679+36+2%$246.0K$249.2K+$3.2K2026-11-06
Daviman Financial, LLC
DECREASED1,7131,721-80%$252.3K$248.9K-$3.4K2026-11-06
Mindset Wealth Management, LLC
DECREASED1,7041,754-50-3%$257.2K$247.6K-$9.7K2026-10-19
Financial Harvest, LLC
DECREASED1,6971,779-82-5%$260.8K$246.6K-$14.2K2026-10-15
Bourne Lent Asset Management Inc
UNCHANGED1,6911,69100%$248.0K$245.7K-$2.3K2026-11-05
Shikiar Asset Management Inc
UNCHANGED1,6901,69000%$248.0K$246-$247.8K2026-10-20
Welch Financial Planning, LLC
DECREASED1,6871,734-47-3%$254.3K$245.1K-$9.2K2026-11-06
Benchmark Financial Wealth Advisors, LLC
NEW1,681—+1,681——$244.3K—2026-10-20
Mayfair Advisory Group, LLC
DECREASED1,6801,801-121-7%$265.5K$244.1K-$21.4K2026-10-20
Sawyer & Company, Inc
UNCHANGED1,6801,68000%$246.4K$244.1K-$2.3K2026-10-21
Terra Nova Asset Management LLC
UNCHANGED1,6801,68000%$246.4K$244.1K-$2.3K2026-10-13
MY Wealth Management Inc.
UNCHANGED1,6781,67800%$246.1K$243.8K-$2.3K2026-10-21
Elite Life Management LLC
INCREASED1,6751,598+77+5%$234.6K$279.9K+$45.3K2026-11-06
Oliver Luxxe Assets LLC
UNCHANGED1,6721,67200%$245.2K$242.9K-$2.3K2026-10-14
Sierra Ocean, LLC
DECREASED1,6691,753-84-5%$257.0K$242.4K-$14.6K2026-11-03
Team Financial Group, LLC
INCREASED1,6691,656+13+1%$242.9K$242.5K-$4222026-10-30
Acorn Creek Capital LLC
DECREASED1,6671,776-109-6%$260.4K$242.1K-$18.3K2026-11-05
JIM Saulnier & Associates, LLC
INCREASED1,6641,651+13+1%$242.2K$241.7K-$4722026-11-04
Voisard Asset Management Group, Inc.
INCREASED1,6591,552+107+7%$227.6K$241.0K+$13.4K2026-10-13
RPS Advisory Solutions LLC
DECREASED1,6571,659-20%$243.3K$240.7K-$2.5K2026-11-09
Antonelli Financial Advisors, LLC
UNCHANGED1,6501,65000%$242.0K$240.0K-$2.0K2026-10-13
RW Investment Management LLC
INCREASED1,6461,376+270+20%$201.8K$239.2K+$37.4K2026-11-03
RBA Wealth Management, LLC
DECREASED1,64432,674-31,030-95%$4.8M$238.8K-$4.6M2026-10-28
Precedent Wealth Partners, LLC
DECREASED1,6432,965-1,322-45%$434.8K$238.7K-$196.1K2026-10-21
Accelerate Investment Advisors LLC
INCREASED1,6411,585+56+4%$232.4K$238.4K+$6.0K2026-11-02
PVG Asset Management Corp
DECREASED1,6341,635-10%$239.8K$237.4K-$2.4K2026-10-19
Saxon Interests, Inc.
DECREASED1,6312,043-412-20%$299.6K$237.0K-$62.6K2026-10-26
Family Capital Management, Inc.
INCREASED1,6311,496+135+9%$219.4K$237.0K+$17.5K2026-11-03
Emprise Bank
DECREASED1,6281,738-110-6%$254.9K$236.5K-$18.3K2026-10-07
Ariston Services Group
UNCHANGED1,6281,62800%$238.7K$236.5K-$2.2K2026-10-16
Lexington Hill Partners, LLC
NEW1,623—+1,623——$235.8K—2026-10-13
Formulate Financial LLC
UNCHANGED1,6231,62300%$238.0K$235.8K-$2.2K2026-11-09
Matisse Capital
UNCHANGED1,6211,62100%$237.7K$235.5K-$2.2K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,6201,62000%$237.6K$235.4K-$2.2K2026-10-20
Traub Capital Management LLC
UNCHANGED1,6161,61600%$237.0K$234.8K-$2.2K2026-11-09
Tilia Fiduciary Partners, Inc.
DECREASED1,6151,721-106-6%$252.4K$234.6K-$17.8K2026-10-09
RS Crum Inc.
UNCHANGED1,6101,61000%$236.1K$233.9K-$2.2K2026-10-19
Holos Integrated Wealth LLC
INCREASED1,6071,478+129+9%$225.8K$253.4K+$27.6K2026-10-23
Family Wealth Partners, LLC
INCREASED1,6041,532+72+5%$224.7K$233.1K+$8.4K2026-10-20
Alpha Financial Advisors, LLC
INCREASED1,6031,594+9+1%$233.7K$232.8K-$8602026-11-09
Taylor & Morgan Wealth Management, LLC
INCREASED1,6011,594+7+0%$233.7K$232.6K-$1.1K2026-10-09
Tandem Capital Management Corp
DECREASED1,6001,700-100-6%$249.3K$232.4K-$16.8K2026-10-22
Brooktree Capital Management
UNCHANGED1,6001,60000%$234.6K$232.4K-$2.2K2026-11-09
Archvest Wealth Advisors, Inc.
NEW1,599—+1,599——$232.3K—2026-10-29
Values Added Financial LLC
DECREASED1,5991,613-14-1%$236.5K$232.3K-$4.2K2026-10-28
Form Wealth Advisors, LLC
INCREASED1,5931,592+1+0%$233.5K$231.4K-$2.1K2026-10-13
Virtue Asset Management LLC
DECREASED1,5911,602-11-1%$234.9K$231.1K-$3.8K2026-10-21
Able Wealth Management LLC
DECREASED1,5881,596-80%$221.4K$231.8K+$10.4K2026-10-13
Bayban
UNCHANGED1,5881,58800%$232.9K$232.9K$02026-11-05
Armbruster Capital Management, Inc.
UNCHANGED1,5851,58500%$232.4K$230.3K-$2.2K2026-10-19
Seizert Capital Partners, LLC
INCREASED1,5841,500+84+6%$220.0K$230.1K+$10.2K2026-10-30
Tull Financial Group, Inc.
INCREASED1,5841,580+4+0%$231.7K$230.2K-$1.6K2026-11-05
SRH Advisors, LLC
DECREASED1,5831,678-95-6%$246.1K$229.9K-$16.1K2026-10-22
Cypress Capital Management LLC (WY)
UNCHANGED1,5831,58300%$232.1K$230.0K-$2.2K2026-11-09
Eagle Harbor Asset Management Inc
UNCHANGED1,5771,57700%$231.3K$229.1K-$2.1K2026-10-21
Discipline Wealth Solutions, LLC
DECREASED1,5731,590-17-1%$233.2K$228.5K-$4.6K2026-10-14
Endowment Wealth Management, Inc.
INCREASED1,5721,518+54+4%$222.6K$228.4K+$5.7K2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED1,5704,143-2,573-62%$607.5K$229.1K-$378.4K2026-10-09
First Financial Group Corp
DECREASED1,5661,573-70%$230.7K$227.6K-$3.1K2026-10-22
Sugar Maple Asset Management, LLC
DECREASED1,5641,566-20%$229.6K$227.2K-$2.4K2026-10-13
Smart Wealth LLC
INCREASED1,5611,423+138+10%$208.6K$226.8K+$18.2K2026-11-04
Align Financial, LLC
INCREASED1,5571,537+20+1%$225.4K$226.2K+$8152026-10-16
LiftPoint Family Wealth Advisors LLC
DECREASED1,5491,635-86-5%$239.8K$225.0K-$14.7K2026-11-03
North Berkeley Wealth Management, LLC
DECREASED1,5481,948-400-21%$285.7K$224.9K-$60.8K2026-11-02
Integrated Wealth Management
INCREASED1,5481,519+29+2%$222.7K$224.9K+$2.2K2026-10-19
Diversified Portfolios, Inc.
NEW1,547—+1,547——$224.7K—2026-11-04
Advisory Resource Group
DECREASED1,5431,742-199-11%$255.4K$224.1K-$31.3K2026-10-26
Aurora Private Wealth, Inc.
DECREASED1,5423,965-2,423-61%$581.0K$224-$580.8K2026-10-20
Focused Alpha, LLC
NEW1,541—+1,541——$223.9K—2026-10-20
Phillips Financial Management, LLC
INCREASED1,5391,501+38+3%$220.1K$223.6K+$3.5K2026-10-19
Sovereign Investment Advisors, LLC
UNCHANGED1,5331,53300%$224.8K$222.7K-$2.1K2026-11-09
Motive Wealth Advisors
NEW1,532—+1,532——$222.6K—2026-10-26
Hoya Capital Real Estate, LLC
UNCHANGED1,5321,53200%$224.7K$222.6K-$2.1K2026-11-09
Roof Eidam Maycock Peralta, LLC
NEW1,530—+1,530——$222.3K—2026-10-15
Legacy Financial Group, Inc.
INCREASED1,5291,483+46+3%$217.5K$222.1K+$4.7K2026-10-21
Womack Financial LLC
DECREASED1,5251,601-76-5%$234.8K$221.6K-$13.2K2026-10-14
Grandview Asset Management LLC
DECREASED1,5221,672-150-9%$245.1K$221.1K-$24.0K2026-10-19
Tilson Financial Group, Inc.
DECREASED1,5121,520-8-1%$222.9K$219.6K-$3.3K2026-11-09
Rise Advisors, LLC
DECREASED1,5102,509-999-40%$367.9K$219.4K-$148.5K2026-10-16
Unify Financial Advisors
INCREASED1,5101,506+4+0%$220.8K$219.4K-$1.4K2026-11-03
Brian LOW Financial Group, LLC
DECREASED1,5091,551-42-3%$227.4K$219.3K-$8.1K2026-10-28
Lighthouse Financial LLC
UNCHANGED1,5061,50600%$220.8K$218.8K-$2.0K2026-10-23
Avondale Wealth Management
NEW1,500—+1,500——$217.9K—2026-10-15
Jeter Robert S II
NEW1,497—+1,497——$229.1K—2026-10-16
Nova R Wealth, Inc.
INCREASED1,4971,431+66+5%$209.9K$217.5K+$7.6K2026-10-26
Martel Wealth Advisors LLC
DECREASED1,4954,718-3,223-68%$691.9K$217.2K-$474.7K2026-10-14
AJ Advisors, LLC
DECREASED1,4901,586-96-6%$232.5K$216.5K-$16.0K2026-10-29
Human Investing LLC
NEW1,487—+1,487——$216.0K—2026-10-19
Meritas Wealth Management, LLC
UNCHANGED1,4871,48700%$218.1K$216.0K-$2.0K2026-10-14
Rainier Family Wealth Inc
INCREASED1,4851,384+101+7%$203.0K$215.7K+$12.8K2026-11-02
Tamar Securities, LLC
INCREASED1,4831,472+11+1%$215.9K$215.5K-$3952026-11-03
August Group Capital Ltd
INCREASED1,4751,379+96+7%$202.2K$214.3K+$12.1K2026-10-14
Hardy Reed LLC
INCREASED1,4711,413+58+4%$207.2K$213.7K+$6.5K2026-11-06
DeLarme Wealth Management, Inc.
NEW1,469—+1,469——$213.4K—2026-10-30
Veracity Capital LLC
DECREASED1,4691,868-399-21%$274.0K$213.4K-$60.6K2026-10-08
Robinswood Financial LLC
DECREASED1,4691,508-39-3%$221.2K$231.7K+$10.5K2026-10-20
Mount Vernon Associates Inc
UNCHANGED1,4651,46500%$215.0K$213-$214.8K2026-10-26
Ceera Investments, LLC
INCREASED1,4611,450+11+1%$212.6K$212.3K-$3742026-11-02
Ameliora Wealth Management Ltd.
UNCHANGED1,4601,46000%$214.1K$212.1K-$2.0K2026-10-23
Atlatl Advisers LLC
DECREASED1,4541,554-100-6%$227.9K$211.2K-$16.6K2026-10-22
MBE Wealth Management, LLC
INCREASED1,4491,448+1+0%$212.3K$210.5K-$1.8K2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED1,4481,885-437-23%$276.5K$210.3K-$66.2K2026-10-16
Montz Harcus Wealth Management LLC
DECREASED1,4481,474-26-2%$216.1K$210.4K-$5.7K2026-10-09
Glass Jacobson Investment Advisors llc
UNCHANGED1,4481,44800%$212.3K$210.4K-$2.0K2026-10-26
Client 1ST Advisory Group, LLC
NEW1,446—+1,446——$210.1K—2026-10-19
Seed Wealth Management, Inc.
UNCHANGED1,4461,44600%$212.0K$210.1K-$2.0K2026-10-20
Gallagher Capital Advisors, LLC
INCREASED1,4451,434+11+1%$210.3K$209.9K-$3652026-10-09
CLG LLC
INCREASED1,4401,433+7+0%$210.1K$209.3K-$8632026-10-13
WealthTrust Asset Management, LLC
DECREASED1,4391,591-152-10%$233.2K$209.1K-$24.1K2026-10-22
Gilpin Wealth Management, LLC
INCREASED1,4391,434+5+0%$210.3K$209.1K-$1.2K2026-10-09
Vilga Financial Planning LLC
NEW1,437—+1,437——$208.8K—2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED1,4351,432+3+0%$209.9K$208.0K-$1.9K2026-11-02
Contravisory Investment Management, Inc.
UNCHANGED1,4331,43300%$210.1K$208.2K-$1.9K2026-10-13
Websterrogers Financial Advisors, LLC
UNCHANGED1,4311,43100%$209.8K$207.9K-$1.9K2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED1,4311,43100%$209.9K$208.0K-$1.9K2026-11-02
Mid-American Wealth Advisory Group, Inc.
NEW1,426—+1,426——$207.1K—2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
NEW1,425—+1,425——$207.0K—2026-10-28
Fishman JAY A LTD
DECREASED1,4251,675-250-15%$245.6K$207.0K-$38.6K2026-10-26
Myecfo, LLC
DECREASED1,4201,473-53-4%$216.1K$206.4K-$9.7K2026-10-14
SL Advisors, LLC
DECREASED1,4191,509-90-6%$221.3K$206.2K-$15.1K2026-10-13
Variant Private Wealth, LLC
DECREASED1,4191,422-30%$208.5K$206.1K-$2.4K2026-10-21
Selective Wealth Management, Inc.
NEW1,418—+1,418——$222.7K—2026-10-16
White Lighthouse Investment Management Inc.
DECREASED1,4163,344-1,928-58%$490.4K$205.8K-$284.6K2026-10-21
Stevens Capital Partners
NEW1,415—+1,415——$205.6K—2026-10-29
Redwood Financial Network Corp
INCREASED1,4151,412+3+0%$207.1K$205.6K-$1.5K2026-11-03
Avalon Capital Management
UNCHANGED1,4121,41200%$207.0K$205.1K-$1.9K2026-11-04
Cedar Mountain Advisors, LLC
DECREASED1,4111,493-82-5%$218.9K$205.0K-$13.9K2026-10-15
TKG Advisors, LLC
INCREASED1,4111,401+10+1%$205.4K$204.9K-$4552026-11-02
Beacon Financial Planning, Inc
INCREASED1,4101,406+4+0%$206.1K$204.8K-$1.3K2026-11-04
Endeavor Private Wealth, Inc.
DECREASED1,4071,957-550-28%$287.0K$204.4K-$82.7K2026-11-05
Luts & Greenleigh Group, Inc.
DECREASED1,4061,489-83-6%$218.4K$204.2K-$14.2K2026-11-05
Elevated Financial Group LLC
DECREASED1,4034,048-2,645-65%$593.6K$203.8K-$389.8K2026-10-16
Progressive Investment Management Corp
UNCHANGED1,4011,40100%$205.4K$203.5K-$1.9K2026-10-26
Mitchell Capital Management Co
UNCHANGED1,4001,40000%$205.3K$203.4K-$1.9K2026-10-29
Ferguson Shapiro LLC
DECREASED1,3971,427-30-2%$209.2K$202.9K-$6.3K2026-10-16
Fairscale Capital, LLC
INCREASED1,3971,384+13+1%$203.0K$225.7K+$22.8K2026-11-04
Perennial Advisors, LLC
INCREASED1,3961,383+13+1%$202.8K$202.8K+$192026-10-13
Macco Financial Group, Inc.
NEW1,395—+1,395——$202.7K—2026-11-05
Northland Securities, Inc.
UNCHANGED1,3931,39300%$204.3K$202.4K-$1.9K2026-11-02
Avise Financial Cooperative, Inc.
DECREASED1,3911,396-50%$204.7K$202.1K-$2.6K2026-11-09
Cornerstone Wealth, LLC
UNCHANGED1,3901,39000%$205.7K$223.8K+$18.0K2026-10-28
Mainstay Capital Management LLC
UNCHANGED1,3881,38800%$203.5K$201.6K-$1.9K2026-11-09
Founders Capital Management
DECREASED1,3871,707-320-19%$250.3K$201.5K-$48.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,3857,009-5,624-80%$1.0M$201.2K-$826.8K2026-10-14
Good Steward Wealth Advisors,LLC
DECREASED1,3831,609-226-14%$235.9K$200.9K-$35.0K2026-11-06
MJT & Associates Financial Advisory Group, Inc.
DECREASED1,3802,158-778-36%$316.5K$200.5K-$116.0K2026-10-07
Jm2 Capital Inc.
DECREASED1,3781,494-116-8%$219.1K$200.1K-$19.0K2026-10-14
Kozak & Associates, Inc.
DECREASED1,3462,133-787-37%$314.5K$213.1K-$101.5K2026-10-29
Financial Perspectives, Inc
INCREASED1,3251,086+239+22%$159.2K$192.5K+$33.3K2026-11-03
Warburton Capital Management, LLC
NEW1,278—+1,278——$207.1K—2026-11-06
River's Edge Wealth Management, LLC
NEW1,276—+1,276——$203.3K—2026-10-19
Beacon Financial Strategies Corp
DECREASED1,2691,528-259-17%$224.0K$184.3K-$39.7K2026-10-14
Dynamic Wealth Strategies, LLC
UNCHANGED1,2691,26900%$186.1K$184.4K-$1.7K2026-10-16
Picton Mahoney Asset Management
DECREASED1,26495,432-94,168-99%$14.0M$183.6K-$13.8M2026-11-09
PlanVest Financial, Inc
DECREASED1,2511,355-104-8%$198.7K$181.8K-$16.9K2026-11-09
Mascoma Wealth Management LLC
DECREASED1,2271,233-60%$180.8K$178.3K-$2.5K2026-10-23
Canton Hathaway, LLC
UNCHANGED1,2211,22100%$179.0K$177.4K-$1.7K2026-10-23
High Point Wealth Management, LLC
UNCHANGED1,2201,22000%$178.9K$177.2K-$1.7K2026-11-05
Hughes Financial Services, LLC
DECREASED1,2181,287-69-5%$188.7K$195.6K+$6.9K2026-10-30
Acumen Wealth Advisors, LLC
INCREASED1,2171,165+52+4%$170.8K$176.8K+$6.0K2026-11-05
Bullock Wealth Management Group
INCREASED1,2161,212+4+0%$178.7K$175.1K-$3.6K2026-10-09
Darwin Wealth Management, LLC
INCREASED1,2111,136+75+7%$166.7K$175.9K+$9.3K2026-11-09
Madden Securities Corp
NEW1,200—+1,200——$174.3K—2026-10-27
Philadelphia Investment Partners, LLC
DECREASED1,1812,188-1,007-46%$321.0K$171.5K-$149.5K2026-11-09
Ulland Investment Advisors, LLC
UNCHANGED1,1801,18000%$173$171-$22026-10-13
Vision Financial Markets LLC
INCREASED1,1681,166+2+0%$171.3K$169.1K-$2.2K2026-10-22
Granite FO LLC
UNCHANGED1,1661,16600%$171.0K$169.4K-$1.6K2026-10-14
Entrust Financial LLC
INCREASED1,1631,159+4+0%$170.0K$168.9K-$1.1K2026-11-04
CKW Financial Group
INCREASED1,1581,116+42+4%$165.0K$167-$164.8K2026-10-29
Arlington Trust Co LLC
INCREASED1,1571,016+141+14%$149.0K$168.1K+$19.1K2026-10-20
Rothwell Investment Advisors, LLC
NEW1,149—+1,149——$166.9K—2026-11-06
Ninety One North America, Inc.
DECREASED1,1496,771-5,622-83%$992.9K$166.9K-$826.0K2026-10-15
AXS Investments LLC
DECREASED1,1461,520-374-25%$222.9K$166.5K-$56.4K2026-11-04
American Capital Advisory, LLC
INCREASED1,1351,117+18+2%$163.8K$165.0K+$1.1K2026-10-28
Burkett Financial Services, LLC
INCREASED1,1241,115+9+1%$163.6K$163.3K-$2842026-10-01
GK Wealth Management LLC
NEW1,118—+1,118——$162.4K—2026-10-09
MilWealth Group LLC
UNCHANGED1,1161,11600%$163.7K$162.1K-$1.5K2026-11-02
William Mack & Associates, Inc.
NEW1,097—+1,097——$159.4K—2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED1,0881,118-30-3%$163.9K$158.1K-$5.9K2026-10-23
PFS Partners, LLC
INCREASED1,082945+137+15%$138.5K$157.2K+$18.7K2026-10-21
Creative Capital Management Investments LLC
INCREASED1,0771,047+30+3%$153.5K$156.5K+$2.9K2026-10-28
Wealth Analytics Partners, LLC
NEW1,066—+1,066——$154.9K—2026-10-19
Family Capital Trust Co
UNCHANGED1,0581,05800%$155.1K$153.7K-$1.4K2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED1,035819+216+26%$120.1K$150.4K+$30.3K2026-10-15
Blume Capital Management, Inc.
UNCHANGED1,0331,03300%$151.5K$150.1K-$1.4K2026-10-26
Avion Wealth
INCREASED1,010919+91+10%$134.0K$146-$133.9K2026-11-04
Evolution Wealth Management Inc.
DECREASED1,0031,324-321-24%$194.2K$145.7K-$48.4K2026-10-28
Addison Advisors LLC
INCREASED973967+6+1%$141.8K$141.4K-$4432026-11-06
Greykasell Wealth Strategies, Inc.
UNCHANGED96296200%$141.1K$139.8K-$1.3K2026-11-09
Hager Investment Management Services, LLC
INCREASED953951+2+0%$139.5K$138.5K-$1.0K2026-11-04
Rakuten Securities, Inc.
INCREASED931857+74+9%$125.7K$135.3K+$9.6K2026-11-02
Fairway Wealth LLC
INCREASED92994+835+888%$13.8K$135.0K+$121.2K2026-10-30
J. R. Prunier Capital Management LLC
DECREASED924936-12-1%$137.2K$134.3K-$2.9K2026-11-09
Nvest Wealth Strategies, Inc.
UNCHANGED92492400%$135.5K$134.2K-$1.3K2026-10-14
Affinity Wealth LLC
UNCHANGED92092000%$134.9K$148.1K+$13.2K2026-11-03
Highline Wealth Partners LLC
INCREASED916835+81+10%$122.4K$133.1K+$10.7K2026-10-19
High Note Wealth, LLC
INCREASED914831+83+10%$121.9K$132.8K+$10.9K2026-10-27
Newton One Investments LLC
DECREASED9081,026-118-11%$150.5K$131.9K-$18.6K2026-10-14
Financial Network Wealth Advisors LLC
INCREASED904852+52+6%$125.0K$131.3K+$6.3K2026-10-28
Hoese & Co LLP
UNCHANGED88188100%$129.2K$128.0K-$1.2K2026-10-21
Harbor Asset Planning, Inc.
INCREASED861859+2+0%$125.9K$125.0K-$9032026-10-23
Hurley Capital, LLC
UNCHANGED85185100%$124.7K$123.7K-$9792026-11-05
Sfam, LLC
DECREASED842887-45-5%$130.1K$122.4K-$7.7K2026-11-03
IMG Wealth Management, Inc.
INCREASED824727+97+13%$106.6K$119.7K+$13.1K2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED81181100%$118.9K$117.8K-$1.1K2026-11-04
Kroeger Financial Partners
UNCHANGED81081000%$118.8K$117.7K-$1.1K2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED80880800%$118.5K$117.4K-$1.1K2026-10-23
Centerpoint Advisors, LLC
DECREASED7842,563-1,779-69%$376.0K$114-$375.9K2026-11-05
Tounjian Advisory Partners, LLC
INCREASED768739+29+4%$108.3K$111.6K+$3.3K2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED757778-21-3%$114.1K$110.0K-$4.1K2026-11-03
Advantage Trust Co
UNCHANGED74974900%$109.8K$108.8K-$1.0K2026-10-19
DiNuzzo Private Wealth, Inc.
DECREASED747750-30%$110.0K$108.5K-$1.5K2026-10-16
Tower View Wealth Management LLC
DECREASED744946-202-21%$138.7K$108.1K-$30.6K2026-10-23
Essential Investment Partners LLC
INCREASED730728+2+0%$106.8K$106.1K-$7002026-10-27
Horizon Financial Services, LLC
DECREASED707977-270-28%$143.3K$102.7K-$40.6K2026-11-04
Horrell Capital Management, Inc.
UNCHANGED68968900%$101.0K$100.1K-$9372026-10-08
WPG Advisers, LLC
DECREASED682683-10%$100.2K$99.1K-$1.1K2026-10-27
Planning Strategies Inc.
INCREASED679563+116+21%$82.6K$98.6K+$16.1K2026-10-02
Peck Wealth Management, LLC
UNCHANGED66666600%$97.7K$96.8K-$9062026-10-29
James T. Borello RIA
INCREASED662496+166+33%$72.7K$96.2K+$23.4K2026-10-16
Putney Financial Group LLC
NEW626—+626——$90.9K—2026-10-30
SBK Financial, Inc.
DECREASED613713-100-14%$104.6K$89.1K-$15.5K2026-11-02
JTC Employer Solutions Trustee Ltd
UNCHANGED60060000%$88.0K$87-$87.9K2026-11-09
Zeit Capital LLC
UNCHANGED60060000%$88.0K$87.2K-$8162026-10-19
State of Wyoming
NEW599—+599——$87.0K—2026-10-28
3 Factor Indexing, LLC
INCREASED595592+3+1%$86.8K$86.4K-$3692026-10-15
Gold Investment Management Ltd.
DECREASED581918-337-37%$134.6K$84.4K-$50.2K2026-10-19
Payden & Rygel
DECREASED58056,700-56,120-99%$8.3M$84-$8.3M2026-10-28
Activest Wealth Management
INCREASED577162+415+256%$23.8K$83.8K+$60.1K2026-10-15
CGC Financial Services, LLC
DECREASED571631-60-10%$92.5K$83.0K-$9.6K2026-10-13
Investors Research Corp
UNCHANGED56656600%$82.9K$82.2K-$7692026-10-07
Paladin Advisory Group, LLC
UNCHANGED55955900%$82.0K$81.2K-$7602026-11-09
Miller Wealth Advisors, LLC
UNCHANGED55055000%$80.7K$79.9K-$7482026-11-02
Birch Capital Management, LLC
UNCHANGED55055000%$80.7K$79.9K-$7482026-10-27
Investment Research & Advisory Group, Inc.
INCREASED54746+501+1089%$21.3K$90.9K+$69.6K2026-10-19
Retirement Wealth Solutions LLC
INCREASED535483+52+11%$70.9K$77.7K+$6.9K2026-10-07
Lynch Investment Planning, LLC
NEW527—+527——$76.6K—2026-10-27
Phillip James Consulting Co.
UNCHANGED52352300%$76.7K$76.0K-$7122026-11-03
Marquette Asset Management, LLC
INCREASED521392+129+33%$57.5K$75.7K+$18.2K2026-10-09
POM Investment Strategies, LLC
DECREASED514523-9-2%$76.7K$74.7K-$2.0K2026-10-20
Luken Investment Analytics, LLC
UNCHANGED50750700%$74.3K$73.7K-$6892026-11-06
Covestor Ltd
DECREASED498502-4-1%$74.0K$72-$73.9K2026-10-30
DecisionPoint Financial, LLC
INCREASED496242+254+105%$35.7K$71.4K+$35.7K2026-10-27
Kingdom Financial Group Llc.
INCREASED474376+98+26%$55.1K$68.8K+$13.7K2026-11-04
Keystone Financial Group, Inc.
UNCHANGED47447400%$69.5K$68.9K-$6442026-10-13
Highland Investment Advisors LLC
DECREASED473560-87-16%$82.1K$68.8K-$13.3K2026-11-09
Valued Wealth Advisors LLC
DECREASED448467-19-4%$68.5K$65.1K-$3.4K2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED428441-13-3%$64.7K$62.2K-$2.5K2026-11-06
Cranbrook Wealth Management, LLC
INCREASED419418+1+0%$61.3K$60.8K-$5302026-10-28
Dogwood Wealth Management LLC
DECREASED418596-178-30%$87.5K$60.8K-$26.7K2026-11-09
Navigoe, LLC
DECREASED418419-10%$61.0K$60-$60.9K2026-11-04
Hara Capital LLC
UNCHANGED40740700%$59.7K$59.1K-$5532026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED40640600%$59.5K$59.0K-$5522026-10-09
Sima Wealth Partners, LLC
UNCHANGED40340300%$59.1K$58.5K-$5482026-10-19
Cheviot Value Management, LLC
INCREASED401327+74+23%$48.0K$58.3K+$10.4K2026-11-09
Access Investment Management LLC
UNCHANGED40040000%$58.7K$58.1K-$5442026-10-23
RMG Wealth Management LLC
INCREASED393370+23+6%$53.3K$65.3K+$12.0K2026-10-26
Clark Wealth Partners
INCREASED387321+66+21%$47.0K$56.2K+$9.1K2026-10-19
Breakwater Investment Management
INCREASED384370+14+4%$54.3K$55.8K+$1.5K2026-10-20
Next Level Wealth Planning, LLC
NEW383—+383——$55.7K—2026-10-29
Financially Speaking Inc
INCREASED366364+2+1%$52.6K$53.2K+$5582026-11-05
William B. Walkup & Associates, Inc.
UNCHANGED35235200%$51.6K$51.1K-$4782026-11-05
Midwest Capital Advisors, LLC
UNCHANGED34834800%$51.0K$50.6K-$4742026-11-04
Downshift Financial, LLC
DECREASED334350-16-5%$51.4K$48.6K-$2.8K2026-10-13
Monetary Solutions, Ltd
INCREASED329326+3+1%$47.8K$47.8K-$82026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED32932900%$48.2K$47.8K-$4482026-11-03
Tidemark, LLC
INCREASED319209+110+53%$30.6K$46.3K+$15.7K2026-11-09
Pacifica Partners Inc.
UNCHANGED31731700%$48.0K$45.6K-$2.4K2026-10-09
Miller Global Investments, LLC
UNCHANGED31531500%$46.2K$45.8K-$4292026-10-02
Vermillion Wealth Management, Inc.
DECREASED3121,293-981-76%$189.6K$45.3K-$144.3K2026-10-26
Maseco LLP
INCREASED312266+46+17%$39.0K$45.3K+$6.4K2026-10-27
Richardson Capital Management LLC
UNCHANGED31031000%$45.5K$45.0K-$4212026-10-23
Collier Financial
UNCHANGED30630600%$44.9K$44.5K-$4172026-11-06
Sarver Vrooman Wealth Advisors
UNCHANGED30430400%$45.1K$44.2K-$9152026-10-01
CrossGen Wealth, LLC
INCREASED296259+37+14%$38.0K$43.0K+$5.0K2026-10-30
IAG Wealth Partners, LLC
UNCHANGED29429400%$43.0K$42.6K-$4002026-11-06
Quest 10 Wealth Builders, Inc.
DECREASED289316-27-9%$46.4K$41.9K-$4.4K2026-11-02
Reyes Financial Architecture, Inc.
DECREASED286306-20-7%$44.8K$41.5K-$3.3K2026-10-22
Bare Financial Services, Inc
DECREASED284360-76-21%$52.8K$41.3K-$11.5K2026-11-04
Matrix Trust Co
INCREASED273206+67+33%$30$40+$102026-10-07
Balance Wealth Partners LLC
NEW271—+271——$39.3K—2026-10-27
Kings Path Partners LLC
DECREASED270276-6-2%$40.5K$39.2K-$1.2K2026-10-21
Accordant Advisory Group Inc
UNCHANGED26126100%$38.3K$37.9K-$3552026-10-29
Aspect Partners, LLC
DECREASED253315-62-20%$46.2K$36.8K-$9.4K2026-10-20
Whipplewood Advisors, LLC
DECREASED250278-28-10%$40.8K$36.3K-$4.4K2026-10-20
Toews Corp
UNCHANGED24924900%$36.5K$36.2K-$3382026-11-09
Alta Capital Management LLC/
NEW244—+244——$35.4K—2026-10-26
Burk Holdings LLC
DECREASED244412-168-41%$60.4K$35.4K-$25.0K2026-11-05
Tributary Capital Management, LLC
NEW233—+233——$33.9K—2026-10-28
Vima LLC
UNCHANGED23323300%$34.2K$33.9K-$3172026-10-23
10Elms LLP
INCREASED224165+59+36%$24.2K$32.5K+$8.3K2026-11-06
United Financial Planning Group LLC
UNCHANGED21621600%$31.7K$31.4K-$2942026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED20620600%$30.2K$29.9K-$2802026-10-14
Sankala Group LLC
UNCHANGED20220200%$29.0K$29.4K+$3842026-11-09
Paladin Partners, LLC
UNCHANGED20020000%$29.3K$29.1K-$2722026-10-06
Goodman Advisory Group, LLC
NEW195—+195——$28.3K—2026-11-02
Sherman Asset Management, Inc.
DECREASED182661-479-72%$96.9K$26.4K-$70.5K2026-11-05
One River Asset Management, LLC
DECREASED1811,031-850-82%$151.2K$26.3K-$124.9K2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED17717700%$26.0K$25.7K-$2412026-10-28
Montgomery Financial Services LLC
DECREASED176194-18-9%$28.4K$25.6K-$2.9K2026-11-03
Redwood Park Advisors LLC
UNCHANGED17617600%$25.7K$25.5K-$2162026-11-02
Morton Brown Family Wealth, LLC
DECREASED169178-9-5%$26.1K$24.6K-$1.6K2026-10-23
Prudent Man Investment Management, Inc.
INCREASED161117+44+38%$16.8K$23.4K+$6.6K2026-11-03
Jcic Asset Management Inc.
UNCHANGED15015000%$21.7K$21.8K+$1262026-10-30
Lloyd Advisory Services, Llc.
DECREASED138140-2-1%$20.5K$20.1K-$4292026-11-02
Louisbourg Investments Inc.
UNCHANGED13713700%$20.1K$19.9K-$1872026-10-20
Adkins Seale Capital Management LLC
UNCHANGED13513500%$19.8K$19.6K-$1832026-10-27
Signature Resources Capital Management, LLC
DECREASED128172-44-26%$25.2K$18.6K-$6.6K2026-10-16
Groesbeck Investment Management Corp
UNCHANGED12812800%$19$19$02026-10-26
Sunrise Financial Services, LLC
DECREASED121131-10-8%$19.2K$17.6K-$1.6K2026-10-21
Daytona Street Capital LLC
UNCHANGED11811800%$17.4K$17.2K-$2382026-10-15
Atlantic Private Wealth, LLC
DECREASED117151-34-23%$22.1K$16.9K-$5.2K2026-11-09
RHL Group, LLC
DECREASED111156-45-29%$22.9K$16.1K-$6.8K2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED10910900%$16.0K$15.8K-$1482026-10-14
Quaker Wealth Management, LLC
INCREASED10898+10+10%$14.4K$15.7K+$1.3K2026-10-22
Fairman Group, LLC
INCREASED102101+1+1%$14.8K$14.8K-$252026-10-26
MidAtlantic Capital Management, Inc.
NEW100—+100——$14.5K—2026-11-05
O'Domhnaill Enterprises, Inc.
DECREASED100200-100-50%$29.3K$14.5K-$14.8K2026-10-29
Key Capital Management, Inc
INCREASED9376+17+22%$11.1K$13.5K+$2.4K2026-11-03
PayPay Securities Corp
INCREASED8951+38+75%$7.5K$12.9K+$5.5K2026-10-27
Strategic Advocates LLC
NEW87—+87——$12.6K—2026-11-03
Hoey Investments, Inc
UNCHANGED878700%$12.8K$12.6K-$1182026-10-29
Caitong International Asset Management Co., Ltd
NEW80—+80——$11.6K—2026-10-29
Transce3nd, LLC
NEW75—+75——$11.8K—2026-10-26
Noble Wealth Management PBC
DECREASED7476-2-3%$11.1K$10.8K-$3942026-10-01
Park Square Financial Group, LLC
DECREASED7275-3-4%$11.0K$10.5K-$5392026-11-09
Decker Retirement Planning Inc.
INCREASED5343+10+23%$6.3K$7.7K+$1.4K2026-10-19
West Financial Advisors, LLC
UNCHANGED505000%$7.3K$7.3K-$682026-10-22
Western Pacific Wealth Management, LP
UNCHANGED363600%$5.3K$5.2K-$492026-10-16
Ironwood Wealth Management, Inc.
NEW30—+30——$4.5K—2026-10-14
Torren Management, LLC
DECREASED2325-2-8%$3.7K$3.4K-$3062026-10-29
Bear Mountain Capital, Inc.
UNCHANGED151500%$2.2K$2.4K+$2192026-11-04
Mainstream Capital Management LLC
NEW10—+10——$1.5K—2026-10-23
Mountain Hill Investment Partners Corp.
NEW10—+10——$1.5K—2026-10-23
Friedenthal Financial
UNCHANGED9900%$1.3K$1.3K-$22026-10-27
Networth Advisors, LLC
UNCHANGED8800%$1.2K$1.2K-$22026-11-03
Bernzott Capital Advisors
NEW7—+7——$1.0K—2026-10-29
Robbins Farley
UNCHANGED5500%$734$727-$72026-10-21
Intelligent Financial Strategies
UNCHANGED1100%$147$145-$22026-10-16
Sanders Capital, LLC
CLOSED06,648,957-6,648,957-100%$975.0M$0-$975.0M2026-11-02
Parnassus Investments, LLC
CLOSED02,448,341-2,448,341-100%$359.0M$0-$359.0M2026-10-22
Ceredex Value Advisors LLC
CLOSED0186,147-186,147-100%$27.3M$0-$27.3M2026-11-09
RIT Capital Partners PLC
CLOSED0149,800-149,800-100%$21.9M$0-$21.9M2026-11-05
Natixis
CLOSED0149,346-149,346-100%$21.9M$0-$21.9M2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED051,360-51,360-100%$7.5M$0-$7.5M2026-10-16
Patrick Mauro Investment Advisor, Inc.
CLOSED035,666-35,666-100%$5.2M$0-$5.2M2026-11-06
TrueMark Investments, LLC
CLOSED033,454-33,454-100%$4.9M$0-$4.9M2026-11-05
Vertrix Wealth Management, LLC
CLOSED028,518-28,518-100%$4.2M$0-$4.2M2026-10-13
Oak Thistle LLC
CLOSED028,264-28,264-100%$4.1M$0-$4.1M2026-10-21
Mirae Asset Securities (USA) Inc.
CLOSED027,212-27,212-100%$4.0M$0-$4.0M2026-10-15
Penn Davis Mcfarland Inc
CLOSED026,340-26,340-100%$3.9M$0-$3.9M2026-10-23
Bell Asset Management Ltd
CLOSED023,901-23,901-100%$3.5M$0-$3.5M2026-10-08
Bochk Asset Management Ltd
CLOSED020,800-20,800-100%$3.1M$0-$3.1M2026-10-29
Littlejohn Financial Services, Inc.
CLOSED016,788-16,788-100%$2.5M$0-$2.5M2026-11-06
Wellington Shields & Co., LLC
CLOSED016,115-16,115-100%$2.4M$0-$2.4M2026-11-03
Blueprint Investment Partners LLC
CLOSED013,200-13,200-100%$1.9M$0-$1.9M2026-10-28
Montrusco Bolton Investments Inc.
CLOSED09,067-9,067-100%$1.3M$0-$1.3M2026-10-13
Wellington Shields Capital Management, LLC
CLOSED08,591-8,591-100%$1.3M$0-$1.3M2026-11-03
PCG Asset Management, LLC
CLOSED05,753-5,753-100%$843.6K$0-$843.6K2026-11-05
Axim Planning & Wealth
CLOSED05,562-5,562-100%$815.6K$0-$815.6K2026-10-28
OMC Financial Services LTD
CLOSED05,364-5,364-100%$786.6K$0-$786.6K2026-10-19
MQS Management LLC
CLOSED05,153-5,153-100%$755.6K$0-$755.6K2026-11-06
Fortune 45 LLC
CLOSED05,147-5,147-100%$754.8K$0-$754.8K2026-10-14
Scarborough Advisors, LLC
CLOSED05,116-5,116-100%$765.4K$0-$765.4K2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
CLOSED05,078-5,078-100%$744.6K$0-$744.6K2026-10-21
CenterBook Partners LP
CLOSED04,847-4,847-100%$710.8K$0-$710.8K2026-11-02
Waycross Partners, LLC
CLOSED04,309-4,309-100%$631.9K$0-$631.9K2026-11-03
Globalt Investments LLC / GA
CLOSED04,137-4,137-100%$606.7K$0-$606.7K2026-10-27
111 Capital
CLOSED03,928-3,928-100%$576.0K$0-$576.0K2026-11-03
Stegent Equity Advisors, Inc.
CLOSED03,903-3,903-100%$572.3K$0-$572.3K2026-10-13
Johnson Financial Group, LLC
CLOSED03,748-3,748-100%$549.6K$0-$549.6K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED03,329-3,329-100%$488.2K$0-$488.2K2026-10-27
MW Advisory, LLC
CLOSED03,136-3,136-100%$459.9K$0-$459.9K2026-10-19
NBZ Investment Advisors LLC
CLOSED02,655-2,655-100%$389.3K$0-$389.3K2026-10-30
Sepio Capital, LP
CLOSED02,553-2,553-100%$374.4K$0-$374.4K2026-10-22
Viewpoint Investment Partners Corp
CLOSED02,445-2,445-100%$370.6K$0-$370.6K2026-10-26
Alpha Zero LLC
CLOSED02,245-2,245-100%$340.1K$0-$340.1K2026-11-06
CenterStar Asset Management, LLC
CLOSED02,235-2,235-100%$327.2K$0-$327.2K2026-10-09
Stillwater Wealth Management Group
CLOSED02,139-2,139-100%$313.6K$0-$313.6K2026-10-21
Lane Brothers & Co Inc
CLOSED02,021-2,021-100%$296.4K$0-$296.4K2026-11-02
Barings LLC
CLOSED01,980-1,980-100%$290.3K$0-$290.3K2026-10-22
Gibson Capital, LLC
CLOSED01,895-1,895-100%$277.8K$0-$277.8K2026-10-23
Pictet Bank & Trust Ltd
CLOSED01,881-1,881-100%$275.8K$0-$275.8K2026-10-21
Accuvest Global Advisors
CLOSED01,873-1,873-100%$275.0K$0-$275.0K2026-11-04
Arlington Partners LLC
CLOSED01,870-1,870-100%$274.2K$0-$274.2K2026-10-20
Beverly Hills Private Wealth, LLC
CLOSED01,811-1,811-100%$265.5K$0-$265.5K2026-11-04
BancFirst Trust & Investment Management
CLOSED01,793-1,793-100%$266.2K$0-$266.2K2026-10-30
CogentBlue Wealth Advisors, LLC
CLOSED01,699-1,699-100%$249.2K$0-$249.2K2026-10-09
Spartan Planning & Wealth Management
CLOSED01,679-1,679-100%$246.2K$0-$246.2K2026-10-13
AM Investment Strategies LLC
CLOSED01,662-1,662-100%$244$0-$2442026-11-05
Monte Financial Group, LLC
CLOSED01,652-1,652-100%$238.7K$0-$238.7K2026-11-02
Collaborative Capital Advisors LLC
CLOSED01,601-1,601-100%$234.8K$0-$234.8K2026-11-06
Heritage OAK Wealth Advisors LLC
CLOSED01,585-1,585-100%$232.4K$0-$232.4K2026-10-14
Sharkey, Howes & Javer
CLOSED01,584-1,584-100%$232.3K$0-$232.3K2026-10-22
AAF Wealth Management, LLC
CLOSED01,578-1,578-100%$231.4K$0-$231.4K2026-10-28
Arsenal Capital Advisors LLC
CLOSED01,578-1,578-100%$231.4K$0-$231.4K2026-11-02
Prospect Financial Group LLC
CLOSED01,561-1,561-100%$228.9K$0-$228.9K2026-11-05
Mraz, Amerine & Associates, Inc.
CLOSED01,557-1,557-100%$228.3K$0-$228.3K2026-10-30
4Wealth Advisors, Inc.
CLOSED01,552-1,552-100%$230.5K$0-$230.5K2026-10-13
Dodds Wealth, LLC
CLOSED01,543-1,543-100%$226.2K$0-$226.2K2026-11-02
Global Assets Advisory, LLC
CLOSED01,535-1,535-100%$224.3K$0-$224.3K2026-10-28
BWM Planning, LLC
CLOSED01,520-1,520-100%$222.9K$0-$222.9K2026-11-09
CV Advisors LLC
CLOSED01,500-1,500-100%$220.0K$0-$220.0K2026-10-13
Victrix Investment Advisors
CLOSED01,489-1,489-100%$218.3K$0-$218.3K2026-10-13
Sippican Capital Advisors
CLOSED01,466-1,466-100%$215.0K$0-$215.0K2026-10-23
Sutton Place Investors LLC
CLOSED01,455-1,455-100%$213.4K$0-$213.4K2026-10-20
Wilkins Miller Wealth Management, LLC
CLOSED01,447-1,447-100%$212.1K$0-$212.1K2026-10-13
Oak Barrel Wealth Advisory LLC
CLOSED01,440-1,440-100%$211.2K$0-$211.2K2026-11-05
Stewardship Concepts Financial Services LLC
CLOSED01,436-1,436-100%$210.6K$0-$210.6K2026-10-06
Searcy Financial Services Inc
CLOSED01,423-1,423-100%$208.7K$0-$208.7K2026-10-07
B.O.S.S. Retirement Advisors, LLC
CLOSED01,420-1,420-100%$208.3K$0-$208.3K2026-10-26
IVC Wealth Advisors LLC
CLOSED01,402-1,402-100%$205.6K$0-$205.6K2026-10-23
Stordahl Capital Management, Inc.
CLOSED01,387-1,387-100%$203.4K$0-$203.4K2026-10-22
Kendall Capital Management
CLOSED01,375-1,375-100%$201.6K$0-$201.6K2026-10-23
Strathmore Capital Advisors, Inc.
CLOSED01,355-1,355-100%$200.7K$0-$200.7K2026-11-09
Ballew Advisors, Inc
CLOSED01,355-1,355-100%$205.2K$0-$205.2K2026-10-05
Sims Investment Management, LLC
CLOSED01,306-1,306-100%$191.5K$0-$191.5K2026-10-13
Obsidian CIO, LLC
CLOSED01,027-1,027-100%$150.6K$0-$150.6K2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED0804-804-100%$117.9K$0-$117.9K2026-10-29
Strategic Wealth Advisors LLC
CLOSED0653-653-100%$93$0-$932026-11-06
Leonteq Securities AG
CLOSED0519-519-100%$76.1K$0-$76.1K2026-10-29
Evolution Advisers, Inc.
CLOSED0123-123-100%$18.0K$0-$18.0K2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED013-13-100%$1.9K$0-$1.9K2026-10-16
Bayforest Capital Ltd
CLOSED013-13-100%$1.9K$0-$1.9K2026-11-03
Fiduciary Advisors, Inc.
CLOSED08-8-100%$1.2K$0-$1.2K2026-10-16
Prairie Wealth Advisors, Inc.
UNCHANGED000—$282.1K$214.7K-$67.4K2026-10-29
BlackRock, Inc.
N/A—190,003,442-190,003,442-100%$27.9B———
Vanguard Capital Management LLC
N/A—152,109,741-152,109,741-100%$22.3B———
State Street Corp
N/A—102,216,308-102,216,308-100%$15.0B———
Vanguard Portfolio Management LLC
N/A—63,393,374-63,393,374-100%$9.3B———
Charles Schwab Investment Management Inc
N/A—47,243,680-47,243,680-100%$6.9B———
Morgan Stanley
N/A—47,157,141-47,157,141-100%$6.9B———
Norges Bank
N/A—31,831,692-31,831,692-100%$4.7B———
FMR LLC
N/A—29,298,374-29,298,374-100%$4.3B———
Price T Rowe Associates Inc
N/A—28,906,005-28,906,005-100%$4.2B———
Franklin Resources Inc
N/A—26,820,010-26,820,010-100%$3.9B———
Northern Trust Corp
N/A—26,787,336-26,787,336-100%$3.9B———
Bank of America Corp
N/A—26,259,055-26,259,055-100%$3.9B———
JPMorgan Chase & Co
N/A—23,668,565-23,668,565-100%$3.5B———
UBS Asset Management Americas LLC
N/A—17,219,256-17,219,256-100%$2.5B———
Goldman Sachs Group Inc
N/A—16,773,067-16,773,067-100%$2.5B———
State Farm Mutual Automobile Insurance Co
N/A—15,800,799-15,800,799-100%$2.3B———
Capital World Investors
N/A—15,416,034-15,416,034-100%$2.3B———
Royal Bank of Canada
N/A—15,027,411-15,027,411-100%$2.2B———
Legal & General Group Plc
N/A—14,564,948-14,564,948-100%$2.1B———
Wells Fargo & Company
N/A—13,975,738-13,975,738-100%$2.0B———
Ameriprise Financial Inc
N/A—13,934,200-13,934,200-100%$2.0B———
Vanguard Fiduciary Trust Co
N/A—13,075,325-13,075,325-100%$1.9B———
Invesco Ltd.
N/A—12,781,657-12,781,657-100%$1.9B———
Nuveen, LLC
N/A—12,295,877-12,295,877-100%$1.8B———
UBS Group AG
N/A—11,186,041-11,186,041-100%$1.6B———
Capital Research Global Investors
N/A—6,855,096-6,855,096-100%$1.0B———
Swiss National Bank
N/A—6,554,590-6,554,590-100%$961.2M———
Raymond James Financial Inc
N/A—6,527,031-6,527,031-100%$957.1M———
Wellington Management Group LLP
N/A—6,467,523-6,467,523-100%$948.4M———
Cerity Partners LLC
N/A—6,189,386-6,189,386-100%$907.6M———
SG Americas Securities, LLC
N/A—6,056,724-6,056,724-100%$888.2M———
National Pension Service
N/A—5,639,311-5,639,311-100%$826.9M———
Alliancebernstein L.P.
N/A—5,547,058-5,547,058-100%$801.2M———
HSBC Holdings PLC
N/A—5,500,673-5,500,673-100%$806.0M———
California Public Employees Retirement System
N/A—5,376,980-5,376,980-100%$788.5M———
Vanguard Asset Management, Ltd
N/A—5,263,098-5,263,098-100%$771.8M———
Vanguard Global Advisers, LLC
N/A—5,123,747-5,123,747-100%$751.3M———
Stifel Financial Corp
N/A—4,616,122-4,616,122-100%$676.9M———
Aristotle Capital Management, LLC
N/A—4,399,668-4,399,668-100%$645.2M———
Point72 Asset Management, L.P.
N/A—4,322,996-4,322,996-100%$633.9M———
Fundsmith LLP
N/A—4,078,371-4,078,371-100%$598.1M———
FIL Ltd
N/A—3,982,729-3,982,729-100%$584.0M———
Clearbridge Investments, LLC
N/A—3,938,773-3,938,773-100%$577.6M———
Canada Pension Plan Investment Board
N/A—3,761,766-3,761,766-100%$551.6M———
Ilex Capital Partners (UK) LLP
N/A—3,734,666-3,734,666-100%$547.7M———
Schroder Investment Management Group
N/A—3,727,754-3,727,754-100%$546.6M———
Rhumbline Advisers
N/A—3,568,348-3,568,348-100%$523.3M———
California State Teachers Retirement System
N/A—3,525,060-3,525,060-100%$516.9M———
Envestnet Asset Management Inc
N/A—3,501,551-3,501,551-100%$513.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—3,107,869-3,107,869-100%$455.7M———
HighTower Advisors, LLC
N/A—2,933,193-2,933,193-100%$430.1M———
Citadel Advisors LLC
N/A—2,905,793-2,905,793-100%$426.1M———
Lazard Asset Management LLC
N/A—2,870,698-2,870,698-100%$421.0M———
Mariner, LLC
N/A—2,841,060-2,841,060-100%$416.6M———
Canada Life Assurance Co
N/A—2,836,115-2,836,115-100%$414.7M———
Fayez Sarofim & Co
N/A—2,614,910-2,614,910-100%$383.5M———
New York State Common Retirement Fund
N/A—2,606,766-2,606,766-100%$382.3M———
BNP Paribas Financial Markets
N/A—2,550,686-2,550,686-100%$374.0M———
Ensign Peak Advisors, Inc
N/A—2,431,091-2,431,091-100%$356.5M———
Aviva PLC
N/A—2,310,851-2,310,851-100%$338.9M———
Focus Partners Wealth
N/A—2,291,415-2,291,415-100%$336.0M———
Jones Financial Companies Lllp
N/A—2,282,116-2,282,116-100%$339.8M———
Johnson Investment Counsel Inc
N/A—2,225,685-2,225,685-100%$326.4M———
AQR Capital Management LLC
N/A—2,173,696-2,173,696-100%$315.2M———
Natixis Advisors, LLC
N/A—2,126,749-2,126,749-100%$311.9M———
APG Asset Management N.V.
N/A—2,125,614-2,125,614-100%$272.6M———
Adage Capital Partners GP, L.L.C.
N/A—2,120,273-2,120,273-100%$310.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,076,245-2,076,245-100%$305.3M———
State Board of Administration of Florida Retirement System
N/A—1,983,620-1,983,620-100%$290.9M———
Capital International Investors
N/A—1,945,457-1,945,457-100%$285.3M———
Neuberger Berman Group LLC
N/A—1,815,807-1,815,807-100%$266.4M———
National Bank of Canada
N/A—1,760,373-1,760,373-100%$258.1M———
Quantinno Capital Management LP
N/A—1,732,864-1,732,864-100%$254.1M———
Royal London Asset Management LTD
N/A—1,713,412-1,713,412-100%$251.3M———
Storebrand Asset Management AS
N/A—1,688,505-1,688,505-100%$247.6M———
Voya Investment Management LLC
N/A—1,671,799-1,671,799-100%$244.9M———
First Trust Advisors LP
N/A—1,660,087-1,660,087-100%$243.4M———
Treasurer of the State of North Carolina
N/A—1,641,626-1,641,626-100%$240.7M———
Prudential Financial Inc
N/A—1,621,260-1,621,260-100%$237.7M———
Captrust Financial Advisors
N/A—1,617,446-1,617,446-100%$237.2M———
Rathbones Group PLC
N/A—1,560,931-1,560,931-100%$228.9M———
Victory Capital Management Inc
N/A—1,550,049-1,550,049-100%$227.3M———
Baird Financial Group, Inc.
N/A—1,538,711-1,538,711-100%$225.6M———
Millennium Management LLC
N/A—1,482,738-1,482,738-100%$217.4M———
CIBC Bancorp USA Inc.
N/A—1,454,998-1,454,998-100%$213.3M———
1832 Asset Management L.P.
N/A—1,440,923-1,440,923-100%$211.3M———
Caisse de Depot ET Placement DU Quebec
N/A—1,438,702-1,438,702-100%$211.0M———
Commerce Bank
N/A—1,427,236-1,427,236-100%$209.3M———
Korea Investment Corp
N/A—1,397,661-1,397,661-100%$205.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,371,089-1,371,089-100%$201.1M———
Manufacturers Life Insurance Company, the
N/A—1,341,390-1,341,390-100%$196.7M———
Qube Research & Technologies Ltd
N/A—1,306,807-1,306,807-100%$191.6M———
Massachusetts Financial Services Co
N/A—1,301,768-1,301,768-100%$200.1M———
Nomura Asset Management Co LTD
N/A—1,295,996-1,295,996-100%$190.0M———
Rockefeller Capital Management L.P.
N/A—1,280,937-1,280,937-100%$187.8M———
State of Wisconsin Investment Board
N/A—1,239,490-1,239,490-100%$181.8M———
M&T Bank Corp
N/A—1,219,348-1,219,348-100%$178.8M———
SEI Investments Co
N/A—1,214,541-1,214,541-100%$178.1M———
USS Investment Management Ltd
N/A—1,210,581-1,210,581-100%$177.3M———
Vanguard Investments Australia, Ltd.
N/A—1,187,105-1,187,105-100%$174.1M———
Zacks Investment Management
N/A—1,175,841-1,175,841-100%$172.4M———
Chevy Chase Trust Holdings, LLC
N/A—1,168,955-1,168,955-100%$171.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,162,012-1,162,012-100%$170.4M———
Capitolis Liquid Global Markets LLC
N/A—1,157,222-1,157,222-100%$169.7M———
KLP Kapitalforvaltning AS
N/A—1,154,429-1,154,429-100%$169.3M———
Jupiter Topco LLC
N/A—1,149,302-1,149,302-100%$168.5M———
Empower Advisory Group, LLC
N/A—1,147,249-1,147,249-100%$168.2M———
TD Asset Management Inc
N/A—1,130,732-1,130,732-100%$165.8M———
Janney Montgomery Scott LLC
N/A—1,124,238-1,124,238-100%$164.9M———
American Century Companies Inc
N/A—1,105,524-1,105,524-100%$162.1M———
Osaic Holdings, Inc.
N/A—1,101,504-1,101,504-100%$161.6M———
Cetera Investment Advisers
N/A—1,090,835-1,090,835-100%$160.0M———
Fundsmith Investment Services Ltd.
N/A—1,085,919-1,085,919-100%$159.2M———
Brown Advisory Inc
N/A—1,049,952-1,049,952-100%$154.0M———
Bartlett & Co. Wealth Management LLC
N/A—1,042,217-1,042,217-100%$152.8M———
Woodline Partners LP
N/A—1,038,778-1,038,778-100%$152.3M———
Credit Agricole S A
N/A—1,002,475-1,002,475-100%$147.0M———
Teacher Retirement System of Texas
N/A—987,045-987,045-100%$144.7M———
BNP Paribas Asset Management Holding S.A.
N/A—940,968-940,968-100%$138.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—936,608-936,608-100%$137.3M———
Public Employees Retirement System of Ohio
N/A—888,463-888,463-100%$130.3M———
Blair William & Co
N/A—888,116-888,116-100%$130.2M———
Glenmede Trust Co NA
N/A—882,461-882,461-100%$129.4M———
Jensen Investment Management Inc
N/A—860,442-860,442-100%$126.2M———
Man Group plc
N/A—831,402-831,402-100%$121.9M———
Commerzbank Aktiengesellschaft
N/A—795,119-795,119-100%$116.6M———
Susquehanna International Group, LLP
N/A—782,620-782,620-100%$114.8M———
Brown Brothers Harriman & Co
N/A—776,618-776,618-100%$113.9M———
Resona Asset Management Co.,Ltd.
N/A—772,552-772,552-100%$113.6M———
Freestone Grove Partners LP
N/A—763,960-763,960-100%$112.0M———
D. E. Shaw & Co., Inc.
N/A—754,755-754,755-100%$110.7M———
State of Tennessee, Department of Treasury
N/A—752,643-752,643-100%$110.4M———
Toronto Dominion Bank
N/A—745,448-745,448-100%$109.3M———
Northwestern Mutual Wealth Management Co
N/A—739,647-739,647-100%$108.5M———
Tredje Ap-fonden
N/A—733,787-733,787-100%$107.6M———
Mercer Global Advisors Inc
N/A—662,170-662,170-100%$97.1M———
Vega Investment Solutions
N/A—656,894-656,894-100%$96.3M———
Alyeska Investment Group, L.P.
N/A—655,385-655,385-100%$96.1M———
Huntington National Bank
N/A—649,920-649,920-100%$95.3M———
LGT Group Foundation
N/A—638,215-638,215-100%$93.6M———
MAI Capital Management
N/A—597,391-597,391-100%$87.6M———
&partners
N/A—591,584-591,584-100%$86.7M———
Bank of Nova Scotia
N/A—589,838-589,838-100%$86.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—585,583-585,583-100%$85.9M———
Crawford Investment Counsel Inc
N/A—583,676-583,676-100%$85.6M———
MML Investors Services, LLC
N/A—577,355-577,355-100%$84.7M———
Groupama Asset Managment
N/A—564,099-564,099-100%$83.7M———
Scopus Asset Management, L.P.
N/A—563,000-563,000-100%$82.6M———
AE Wealth Management LLC
N/A—551,542-551,542-100%$80.9M———
Menora Mivtachim Holdings Ltd.
N/A—547,135-547,135-100%$80.2M———
MetLife Investment Management, LLC
N/A—532,786-532,786-100%$78.1M———
CIBC World Market Inc.
N/A—527,109-527,109-100%$77.3M———
Scotia Capital Inc.
N/A—521,509-521,509-100%$76.5M———
DnB Asset Management AS
N/A—518,078-518,078-100%$76.0M———
Arrowstreet Capital, Limited Partnership
N/A—511,534-511,534-100%$75.0M———
Voloridge Investment Management, LLC
N/A—505,098-505,098-100%$74.1M———
Clark Capital Management Group, Inc.
N/A—496,181-496,181-100%$72.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—489,112-489,112-100%$71.7M———
Walleye Capital LLC
N/A—476,208-476,208-100%$69.8M———
Allianz Asset Management GmbH
N/A—454,771-454,771-100%$66.7M———
Waverly Advisors, LLC
N/A—454,663-454,663-100%$66.7M———
Hook Mill Capital Partners, LP
N/A—451,777-451,777-100%$66.2M———
Van Eck Associates Corp
N/A—443,697-443,697-100%$65.1M———
Nomura Asset Management International Inc.
N/A—440,176-440,176-100%$64.5M———
O'shaughnessy Asset Management, LLC
N/A—436,578-436,578-100%$64.0M———
CI Investments Inc.
N/A—428,608-428,608-100%$62.9M———
Federation des caisses Desjardins du Quebec
N/A—424,233-424,233-100%$62.2M———
Silvercrest Asset Management Group LLC
N/A—415,194-415,194-100%$60.9M———
Sanctuary Advisors, LLC
N/A—404,401-404,401-100%$59.3M———
ING Groep NV
N/A—382,762-382,762-100%$56.1M———
Public Sector Pension Investment Board
N/A—377,933-377,933-100%$55.4M———
QRG Capital Management, Inc.
N/A—370,300-370,300-100%$54.3M———
Varma Mutual Pension Insurance Co
N/A—368,855-368,855-100%$54.1M———
Empowered Funds, LLC
N/A—365,172-365,172-100%$53.5M———
Boston Partners
N/A—363,456-363,456-100%$53.3M———
Nomura Holdings Inc
N/A—355,024-355,024-100%$52.1M———
Utah Retirement Systems
N/A—354,060-354,060-100%$51.9M———
Tidal Investments LLC
N/A—353,455-353,455-100%$51.8M———
United Capital Financial Advisors, LLC
N/A—352,784-352,784-100%$51.7M———
Jane Street Group, LLC
N/A—352,629-352,629-100%$51.7M———
RWA Wealth Partners, LLC
N/A—349,801-349,801-100%$51.3M———
Pathstone Holdings, LLC
N/A—349,295-349,295-100%$51.3M———
British Columbia Investment Management Corp
N/A—348,568-348,568-100%$51.1M———
Banco Santander, S.A.
N/A—345,428-345,428-100%$50.7M———
Benjamin Edwards Inc
N/A—342,734-342,734-100%$50.3M———
Fiduciary Trust Co
N/A—341,880-341,880-100%$50.1M———
Sequoia Financial Advisors, LLC
N/A—339,293-339,293-100%$49.8M———
Davis R M Inc
N/A—339,059-339,059-100%$49.7M———
Pggm Investments
N/A—336,355-336,355-100%$49.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—328,231-328,231-100%$48.1M———
Erste Asset Management GmbH
N/A—324,716-324,716-100%$47.9M———
Edmond de Rothschild Holding S.A.
N/A—322,666-322,666-100%$47.3M———
Capital Advisors Inc
N/A—320,168-320,168-100%$46.9M———
NewEdge Advisors, LLC
N/A—318,850-318,850-100%$46.8M———
Nissay Asset Management Corp N
N/A—318,822-318,822-100%$46.8M———
Tudor Investment Corp ET AL
N/A—312,317-312,317-100%$45.8M———
Pinnacle Financial Partners, Inc.
N/A—306,876-306,876-100%$45.0M———
Vanguard Personalized Indexing Management, LLC
N/A—302,505-302,505-100%$44.4M———
Public Employees Retirement Association of Colorado
N/A—293,376-293,376-100%$43.0M———
Advisors Capital Management, LLC
N/A—292,274-292,274-100%$42.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—292,168-292,168-100%$42.8M———
Macquarie Group LTD
N/A—290,609-290,609-100%$42.5M———
Steward Partners Investment Advisory, LLC
N/A—287,360-287,360-100%$42.1M———
Interval Partners, LP
N/A—285,516-285,516-100%$41.9M———
Peapack Gladstone Financial Corp
N/A—278,504-278,504-100%$40.8M———
Tocqueville Asset Management L.P.
N/A—277,538-277,538-100%$40.7M———
Triodos Investment Management BV
N/A—277,095-277,095-100%$40.6M———
ST Germain D J Co Inc
N/A—271,160-271,160-100%$39.8M———
Aptus Capital Advisors, LLC
N/A—267,986-267,986-100%$39.3M———
Douglass Winthrop Advisors, LLC
N/A—263,538-263,538-100%$38.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—262,155-262,155-100%$38.4M———
Mediolanum International Funds Ltd
N/A—250,538-250,538-100%$37.2M———
Edgar Lomax Co
N/A—250,235-250,235-100%$36.7M———
Homestead Advisers Corp
N/A—249,483-249,483-100%$36.6M———
Allstate Corp
N/A—249,225-249,225-100%$36.5M———
Mairs & Power Inc
N/A—245,423-245,423-100%$36.0M———
Roberts Foundation
N/A—239,639-239,639-100%$35.1M———
Guggenheim Capital LLC
N/A—235,416-235,416-100%$34.5M———
Integrated Wealth Concepts LLC
N/A—233,351-233,351-100%$34.2M———
Berkshire Asset Management LLC
N/A—232,744-232,744-100%$34.1M———
Gotham Asset Management, LLC
N/A—232,244-232,244-100%$34.1M———
Horizon Investments, LLC
N/A—231,543-231,543-100%$33.7M———
Delta Asset Management LLC
N/A—229,747-229,747-100%$33.7M———
Capital International, Inc.
N/A—228,231-228,231-100%$33.5M———
Private Advisor Group, LLC
N/A—228,194-228,194-100%$33.5M———
Omers Administration Corp
N/A—225,356-225,356-100%$33.0M———
Ingalls & Snyder LLC
N/A—223,463-223,463-100%$32.8M———
Ancora Advisors LLCA
N/A—221,092-221,092-100%$32.4M———
Elo Mutual Pension Insurance Co
N/A—217,405-217,405-100%$31.9M———
EP Wealth Advisors, LLC
N/A—217,039-217,039-100%$31.8M———
Hemenway Trust Co LLC
N/A—216,708-216,708-100%$31.8M———
Andra Ap-fonden
N/A—215,284-215,284-100%$31.6M———
Balyasny Asset Management L.P.
N/A—215,161-215,161-100%$31.6M———
Beacon Pointe Advisors, LLC
N/A—214,501-214,501-100%$31.5M———
Investment Management Corp of Ontario
N/A—210,893-210,893-100%$30.9M———
LGT Fund Management Co Ltd.
N/A—209,824-209,824-100%$30.8M———
Federated Hermes, Inc.
N/A—209,638-209,638-100%$30.7M———
Rafferty Asset Management, LLC
N/A—208,009-208,009-100%$30.5M———
HM Payson & Co
N/A—205,995-205,995-100%$30.2M———
Pacer Advisors, Inc.
N/A—203,302-203,302-100%$29.8M———
First Manhattan Co. Llc.
N/A—203,054-203,054-100%$29.8M———
Haverford Trust Co
N/A—202,276-202,276-100%$29.7M———
Daiichi Life Insurance Co., Ltd.
N/A—199,556-199,556-100%$29.3M———
Becker Capital Management Inc
N/A—198,115-198,115-100%$29.1M———
Martingale Asset Management L P
N/A—196,304-196,304-100%$28.8M———
Bradley Foster & Sargent Inc
N/A—194,541-194,541-100%$28.5M———
Wealthquest Corp
N/A—193,996-193,996-100%$28.4M———
Liberty One Investment Management, LLC
N/A—193,404-193,404-100%$28.4M———
Savvy Advisors, Inc.
N/A—192,221-192,221-100%$28.2M———
Whittier Trust Co
N/A—191,854-191,854-100%$28.6M———
Hancock Whitney Corp
N/A—189,053-189,053-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—188,147-188,147-100%$27.6M———
Cresset Asset Management, LLC
N/A—186,903-186,903-100%$27.4M———
Engineers Gate Manager LP
N/A—184,795-184,795-100%$27.1M———
Teachers Retirement System of the State of Kentucky
N/A—184,483-184,483-100%$27.1M———
Titan Investment Solutions Ltd
N/A—179,544-179,544-100%$26.3M———
Arax Advisory Partners
N/A—179,023-179,023-100%$26.3M———
Advisors Asset Management, Inc.
N/A—178,914-178,914-100%$26.2M———
Dearborn Partners LLC
N/A—176,935-176,935-100%$25.9M———
Envestnet Portfolio Solutions, Inc.
N/A—175,489-175,489-100%$25.7M———
Voleon Capital Management LP
N/A—172,920-172,920-100%$25.4M———
Cornerstone Capital, Inc.
N/A—172,584-172,584-100%$25.3M———
ABN Amro Bank N.V.
N/A—167,998-167,998-100%$24.6M———
IEQ Capital, LLC
N/A—167,388-167,388-100%$24.5M———
Nicolet Bankshares Inc
N/A—167,289-167,289-100%$24.9M———
RiverFront Investment Group, LLC
N/A—166,811-166,811-100%$24.5M———
Bluespring Wealth Management, LLC
N/A—165,804-165,804-100%$24.3M———
Tiaa Wealth Investment Management LLC
N/A—165,428-165,428-100%$24.3M———
SRB Corp
N/A—165,402-165,402-100%$24.3M———
NorthRock Partners, LLC
N/A—164,654-164,654-100%$24.1M———
Wesleyan Assurance Society
N/A—164,180-164,180-100%$24.0M———
Saudi Central Bank
N/A—162,680-162,680-100%$23.9M———
Stock Yards Bank & Trust Co
N/A—159,949-159,949-100%$23.5M———
Harvest Portfolios Group Inc.
N/A—159,088-159,088-100%$23.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—158,414-158,414-100%$23.2M———
Vinva Investment Management Ltd
N/A—155,465-155,465-100%$23.1M———
Schulhoff & Co Inc
N/A—152,478-152,478-100%$22.4M———
OneDigital Investment Advisors LLC
N/A—151,464-151,464-100%$22.2M———
Main Street Research LLC
N/A—151,073-151,073-100%$22.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—150,979-150,979-100%$22.1M———
Pinebridge Investments LLC
N/A—150,646-150,646-100%$22.1M———
Norinchukin Bank, The
N/A—150,173-150,173-100%$22.0M———
Kentucky Retirement Systems
N/A—148,286-148,286-100%$21.7M———
Boothbay Fund Management, LLC
N/A—148,025-148,025-100%$21.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—145,583-145,583-100%$21.3M———
Epoch Investment Partners, Inc.
N/A—144,116-144,116-100%$21.1M———
Trajan Wealth LLC
N/A—143,931-143,931-100%$21.1M———
Windward Capital Management Co
N/A—143,741-143,741-100%$21.1M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—143,495-143,495-100%$21.0M———
Stonebridge Capital Advisors LLC
N/A—140,542-140,542-100%$20.6M———
Orion Porfolio Solutions, LLC
N/A—138,719-138,719-100%$20.3M———
Bridgewater Associates, LP
N/A—137,724-137,724-100%$20.2M———
Vestcor Inc
N/A—133,559-133,559-100%$19.6M———
Northwest & Ethical Investments L.P.
N/A—132,991-132,991-100%$19.5M———
Evelyn Partners Group Ltd
N/A—132,778-132,778-100%$19.5M———
Sienna Gestion
N/A—132,617-132,617-100%$19.9M———
Choate Investment Advisors
N/A—130,732-130,732-100%$19.2M———
Banque Cantonale Vaudoise
N/A—128,906-128,906-100%$18.9M———
Truepoint, Inc.
N/A—128,828-128,828-100%$18.9M———
Arkadios Wealth Advisors
N/A—128,527-128,527-100%$18.8M———
CCM Investment Advisers LLC
N/A—125,339-125,339-100%$18.4M———
Stratos Wealth Partners, Ltd.
N/A—123,358-123,358-100%$18.1M———
Madison Asset Management, LLC
N/A—123,196-123,196-100%$18.1M———
DF Dent & Co Inc
N/A—121,751-121,751-100%$17.9M———
Composition Wealth, LLC
N/A—120,762-120,762-100%$17.7M———
First National Bank of Omaha
N/A—120,545-120,545-100%$17.8M———
Independent Advisor Alliance
N/A—120,177-120,177-100%$17.6M———
Foundations Investment Advisors, LLC
N/A—119,860-119,860-100%$17.6M———
Two Sigma Investments, LP
N/A—119,597-119,597-100%$17.5M———
Rodgers Brothers Inc.
N/A—118,433-118,433-100%$17.4M———
Capital Analysts, LLC
N/A—117,656-117,656-100%$17.3M———
BTC Capital Management, Inc.
N/A—115,947-115,947-100%$17.0M———
Mayflower Financial Advisors, LLC
N/A—115,628-115,628-100%$17.0M———
Advisory Services Network, LLC
N/A—115,347-115,347-100%$16.9M———
Colonial Trust Advisors
N/A—113,486-113,486-100%$16.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—112,705-112,705-100%$16.5M———
Vestmark Advisory Solutions, Inc.
N/A—111,145-111,145-100%$16.3M———
YCG, LLC
N/A—110,638-110,638-100%$16.2M———
BLI - Banque de Luxembourg Investments
N/A—110,159-110,159-100%$16.4M———
Worldquant Millennium Advisors LLC
N/A—109,987-109,987-100%$16.1M———
World Investment Advisors
N/A—108,699-108,699-100%$15.7M———
Entropy Technologies, LP
N/A—108,499-108,499-100%$15.9M———
Vident Advisory, LLC
N/A—108,407-108,407-100%$15.9M———
Stephens Inc
N/A—107,745-107,745-100%$15.8M———
Kingsview Wealth Management, LLC
N/A—105,718-105,718-100%$15.5M———
Sumitomo Life Insurance Co
N/A—105,504-105,504-100%$15.5M———
Broderick Brian C
N/A—105,307-105,307-100%$15.4M———
Cary Street Partners Financial LLC
N/A—104,829-104,829-100%$15.4M———
Bragg Financial Advisors, Inc
N/A—102,879-102,879-100%$15.1M———
Hills Bank & Trust Co
N/A—101,671-101,671-100%$14.9M———
Callahan Advisors, LLC
N/A—100,890-100,890-100%$14.8M———
XTX Topco Ltd
N/A—100,564-100,564-100%$14.7M———
Pallas Capital Advisors LLC
N/A—100,064-100,064-100%$14.7M———
Magellan Asset Management Ltd
N/A—96,860-96,860-100%$14.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—95,354-95,354-100%$14.0M———
Shelton Capital Management
N/A—94,538-94,538-100%$13.9M———
Logan Capital Management Inc
N/A—94,401-94,401-100%$13.8M———
South Dakota Investment Council
N/A—94,240-94,240-100%$13.8M———
BFC Planning, Inc.
N/A—93,413-93,413-100%$13.7M———
SageView Advisory Group, LLC
N/A—92,074-92,074-100%$13.5M———
Dakota Wealth Management
N/A—91,946-91,946-100%$13.5M———
Whittier Trust Co of Nevada Inc
N/A—91,901-91,901-100%$14.0M———
Schonfeld Strategic Advisors LLC
N/A—91,524-91,524-100%$13.4M———
Mufg Securities Emea plc
N/A—91,143-91,143-100%$13.4M———
Dodge & COX
N/A—90,706-90,706-100%$13.3M———
Metis Global Partners, LLC
N/A—90,412-90,412-100%$13.3M———
Rheos Capital Works Inc.
N/A—90,000-90,000-100%$13.2M———
Moneta Group Investment Advisors LLC
N/A—87,475-87,475-100%$12.8M———
Flputnam Investment Management Co
N/A—86,757-86,757-100%$12.7M———
Equitable Holdings, Inc.
N/A—86,072-86,072-100%$12.6M———
Bleakley Financial Group, LLC
N/A—85,827-85,827-100%$12.6M———
Wealthspire Advisors, LLC
N/A—85,654-85,654-100%$12.6M———
Empirical Finance, LLC
N/A—85,156-85,156-100%$12.5M———
Parallax Volatility Advisers, L.P.
N/A—84,484-84,484-100%$12.4M———
Atlantic Union Bankshares Corp
N/A—84,310-84,310-100%$12.4M———
Pettyjohn, Wood & White, Inc
N/A—84,302-84,302-100%$12.4M———
Pitcairn Wealth Advisors LLC
N/A—83,968-83,968-100%$12.3M———
Tower Bridge Advisors
N/A—82,775-82,775-100%$12.1M———
Biondo Investment Advisors, LLC
N/A—81,903-81,903-100%$12.0M———
Sound View Wealth Advisors Group, LLC
N/A—81,681-81,681-100%$12.0M———
Purpose Unlimited Inc.
N/A—81,649-81,649-100%$12.0M———
Atlas Wealth LLC
N/A—81,136-81,136-100%$11.9M———
Summit Financial, LLC
N/A—80,738-80,738-100%$11.8M———
AR Asset Management Inc
N/A—80,269-80,269-100%$11.8M———
Resources Management Corp
N/A—80,115-80,115-100%$11.7M———
Blue Sparrow, LLC
N/A—80,000-80,000-100%$11.7M———
LOS Angeles Capital Management LLC
N/A—78,653-78,653-100%$11.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—78,087-78,087-100%$11.4M———
United Bank
N/A—77,684-77,684-100%$11.4M———
Allianz SE
N/A—77,550-77,550-100%$11.4M———
Carmignac Gestion
N/A—76,813-76,813-100%$11.3M———
Vance Wealth, LLC
N/A—76,566-76,566-100%$11.2M———
NewEdge Wealth, LLC
N/A—75,633-75,633-100%$11.1M———
Guardian Capital LP
N/A—75,010-75,010-100%$11.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—74,658-74,658-100%$10.9M———
Modern Wealth Management, LLC
N/A—74,021-74,021-100%$10.9M———
Stratos Wealth Advisors, LLC
N/A—72,803-72,803-100%$10.7M———
MainStreet Investment Advisors LLC
N/A—72,717-72,717-100%$10.7M———
Caprock Group, LLC
N/A—72,581-72,581-100%$10.6M———
Azimuth Capital Investment Management LLC
N/A—72,528-72,528-100%$10.6M———
Summit Trail Advisors, LLC
N/A—72,467-72,467-100%$10.6M———
TriCert Investment Counsel Inc.
N/A—72,031-72,031-100%$10.6M———
IHT Wealth Management, LLC
N/A—72,002-72,002-100%$10.6M———
Snowden Capital Advisors LLC
N/A—71,901-71,901-100%$10.5M———
Gabelli Funds LLC
N/A—71,600-71,600-100%$10.5M———
SIT Investment Associates Inc
N/A—71,085-71,085-100%$10.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—70,754-70,754-100%$10.4M———
Regal Investment Advisors LLC
N/A—70,664-70,664-100%$10.4M———
Ossiam
N/A—70,526-70,526-100%$10.3M———
Alley Investment Management Company, LLC
N/A—70,511-70,511-100%$10.3M———
M. Kulyk & Associates, LLC
N/A—70,435-70,435-100%$10.3M———
Mufg Securities Americas Inc.
N/A—70,134-70,134-100%$10.3M———
FourThought Financial Partners, LLC
N/A—69,673-69,673-100%$10.2M———
Johnson Financial Group, Inc.
N/A—69,652-69,652-100%$10.2M———
Caisse DES Depots ET Consignations
N/A—69,335-69,335-100%$10.2M———
Texas Yale Capital Corp.
N/A—68,793-68,793-100%$10.1M———
Bogart Wealth, LLC
N/A—68,768-68,768-100%$10.1M———
SCS Capital Management LLC
N/A—68,681-68,681-100%$10.1M———
New England Asset Management Inc
N/A—68,600-68,600-100%$10.1M———
German American Bancorp, Inc.
N/A—67,783-67,783-100%$9.9M———
AustralianSuper Pty Ltd
N/A—67,497-67,497-100%$9.9M———
Mirova
N/A—67,228-67,228-100%$9.9M———
Fred Alger Management, LLC
N/A—66,755-66,755-100%$9.8M———
Puzo Michael J
N/A—66,746-66,746-100%$9.8M———
Somerville Kurt F
N/A—66,074-66,074-100%$9.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—65,744-65,744-100%$9.6M———
McMillan Office, Inc.
N/A—65,538-65,538-100%$9.6M———
Boston Family Office LLC
N/A—65,388-65,388-100%$9.6M———
PFG Investments, LLC
N/A—64,448-64,448-100%$9.5M———
Summitry LLC
N/A—64,257-64,257-100%$9.4M———
Groupe la Francaise
N/A—63,796-63,796-100%$9.4M———
Impax Asset Management Group plc
N/A—63,108-63,108-100%$9.3M———
Siemens Fonds Invest GmbH
N/A—62,716-62,716-100%$9.2M———
Buckley Wealth Management, LLC
N/A—62,413-62,413-100%$9.2M———
Amica Mutual Insurance Co
N/A—62,101-62,101-100%$9.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—61,537-61,537-100%$9.0M———
Kidder Stephen W
N/A—61,507-61,507-100%$9.0M———
Destination Wealth Management
N/A—60,898-60,898-100%$8.9M———
Evercore Wealth Management, LLC
N/A—60,544-60,544-100%$8.9M———
Orion Investment Co
N/A—60,153-60,153-100%$8.8M———
Cambient Family Office, LLC
N/A—59,872-59,872-100%$8.8M———
Mutual Advisors, LLC
N/A—59,829-59,829-100%$8.8M———
Cannell & Spears LLC
N/A—59,794-59,794-100%$8.8M———
Shelter Mutual Insurance Co
N/A—59,695-59,695-100%$8.8M———
Callan Family Office, LLC
N/A—59,534-59,534-100%$8.7M———
Connors Investor Services Inc
N/A—59,113-59,113-100%$8.7M———
Beacon Harbor Wealth Advisors, Inc.
N/A—59,006-59,006-100%$8.5M———
Global Retirement Partners, LLC
N/A—58,896-58,896-100%$8.6M———
Essex Financial Services, Inc.
N/A—58,421-58,421-100%$8.6M———
CreativeOne Wealth, LLC
N/A—57,936-57,936-100%$8.5M———
Foster & Motley Inc
N/A—57,877-57,877-100%$8.5M———
Gamco Investors, Inc. ET AL
N/A—57,800-57,800-100%$8.5M———
Te Ahumairangi Investment Management Ltd
N/A—57,010-57,010-100%$8.4M———
Meeder Advisory Services, Inc.
N/A—56,142-56,142-100%$8.2M———
Ameritas Investment Partners, Inc.
N/A—56,073-56,073-100%$8.2M———
Wahed Invest LLC
N/A—55,497-55,497-100%$8.1M———
Beck Mack & Oliver LLC
N/A—55,365-55,365-100%$8.1M———
Delaney Dennis R
N/A—55,007-55,007-100%$8.1M———
Summit Wealth Partners, LLC
N/A—54,853-54,853-100%$8.0M———
Rench Wealth Management, Inc.
N/A—54,502-54,502-100%$8.0M———
Sand Hill Global Advisors, LLC
N/A—54,122-54,122-100%$7.9M———
Hutner Capital Management Inc
N/A—53,101-53,101-100%$7.8M———
Fort Sheridan Advisors LLC
N/A—52,709-52,709-100%$7.7M———
Iyo Bank, Ltd.
N/A—52,430-52,430-100%$7.7M———
Taylor Hoffman Capital Management LLC
N/A—51,782-51,782-100%$7.6M———
Zuckerman Investment Group, LLC
N/A—51,564-51,564-100%$7.6M———
1ST Source Bank
N/A—51,409-51,409-100%$7.5M———
Red Door Wealth Management, LLC
N/A—51,401-51,401-100%$7.5M———
Atlanta Consulting Group Advisors, LLC
N/A—51,293-51,293-100%$7.5M———
SlateStone Wealth, LLC
N/A—51,181-51,181-100%$7.5M———
Spirepoint Private Client, LLC
N/A—51,095-51,095-100%$7.5M———
Farmers National Bank
N/A—50,235-50,235-100%$7.4M———
Ally Financial Inc.
N/A—50,000-50,000-100%$7.3M———
Barbara Oil Co.
N/A—50,000-50,000-100%$7.3M———
Wills Financial Group LLC
N/A—49,959-49,959-100%$7.3M———
Lcnb Corp
N/A—49,858-49,858-100%$7.3M———
Simmons Bank
N/A—49,705-49,705-100%$7.3M———
Advisory Alpha, LLC
N/A—49,531-49,531-100%$7.3M———
Ameritas Advisory Services, LLC
N/A—49,385-49,385-100%$7.2M———
Smith, Moore & Co.
N/A—49,162-49,162-100%$7.2M———
Focus Partners Advisor Solutions, LLC
N/A—49,114-49,114-100%$7.2M———
Financial Strategies Group, Inc.
N/A—48,826-48,826-100%$7.2M———
Anchor Investment Management, LLC
N/A—48,741-48,741-100%$7.1M———
Fiduciary Group, LLC
N/A—48,631-48,631-100%$7.1M———
Verition Fund Management LLC
N/A—48,224-48,224-100%$7.1M———
Stamos Capital Partners, L.P.
N/A—47,511-47,511-100%$7.0M———
Arvest Bank Trust Division
N/A—47,419-47,419-100%$7.0M———
Dorsey & Whitney Trust Co LLC
N/A—47,349-47,349-100%$6.9M———
Hilton Capital Management, LLC
N/A—47,347-47,347-100%$6.9M———
Brevan Howard Capital Management LP
N/A—46,956-46,956-100%$6.9M———
Boston Research & Management Inc
N/A—46,908-46,908-100%$6.9M———
Edgestream Partners, L.P.
N/A—46,269-46,269-100%$6.8M———
Gladstone Institutional Advisory LLC
N/A—46,176-46,176-100%$6.8M———
Ballentine Partners, LLC
N/A—46,009-46,009-100%$6.7M———
Trinity Legacy Partners, LLC
N/A—45,576-45,576-100%$6.9M———
Ostrum Asset Management
N/A—45,382-45,382-100%$6.7M———
Tower Research Capital LLC (TRC)
N/A—45,136-45,136-100%$6.6M———
Blackhill Capital Inc
N/A—44,871-44,871-100%$6.6M———
Graham Capital Management, L.P.
N/A—44,668-44,668-100%$6.6M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—44,247-44,247-100%$6.5M———
Colonial Trust Co / SC
N/A—44,088-44,088-100%$6.5M———
Sandhill Capital Partners LLC
N/A—43,763-43,763-100%$6.4M———
Principal Securities, Inc.
N/A—43,722-43,722-100%$6.4M———
Prudential PLC
N/A—43,098-43,098-100%$6.3M———
WCG Wealth Advisors LLC
N/A—42,574-42,574-100%$6.2M———
Segall Bryant & Hamill, LLC
N/A—42,352-42,352-100%$6.2M———
Slagle Financial, LLC
N/A—42,223-42,223-100%$6.2M———
Webster Bank, N. A.
N/A—42,051-42,051-100%$6.2M———
Smartleaf Asset Management LLC
N/A—41,839-41,839-100%$6.2M———
PYA Waltman Capital, LLC
N/A—41,401-41,401-100%$6.1M———
Twin Capital Management Inc
N/A—40,881-40,881-100%$6.0M———
Darwins River Capital, LP
N/A—40,682-40,682-100%$6.0M———
Spinnaker Trust
N/A—40,676-40,676-100%$6.0M———
Octavia Wealth Advisors, LLC
N/A—40,438-40,438-100%$5.9M———
Elefante Mark B
N/A—40,143-40,143-100%$5.9M———
Notis-McConarty Edward
N/A—40,071-40,071-100%$5.9M———
TCW Group Inc
N/A—39,743-39,743-100%$5.8M———
Hamilton Capital Partners Inc.
N/A—39,526-39,526-100%$5.8M———
Rehmann Capital Advisory Group
N/A—39,105-39,105-100%$5.7M———
Financial Avengers, Inc.
N/A—38,950-38,950-100%$5.7M———
Bridges Investment Management Inc
N/A—38,413-38,413-100%$5.6M———
Ramirez Asset Management, Inc.
N/A—38,284-38,284-100%$5.6M———
Tyche Wealth Partners LLC
N/A—37,918-37,918-100%$5.6M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—37,062-37,062-100%$5.4M———
Keystone Financial Group
N/A—36,740-36,740-100%$5.4M———
Headinvest, LLC
N/A—36,390-36,390-100%$5.3M———
P.A.W. Capital Corp
N/A—35,730-35,730-100%$5.2M———
Aviso Financial Inc.
N/A—35,615-35,615-100%$5.2M———
Roundview Capital LLC
N/A—35,387-35,387-100%$5.2M———
Infusive Asset Management Inc.
N/A—35,287-35,287-100%$5.2M———
Covington Investment Advisors Inc.
N/A—35,173-35,173-100%$1.5K———
Westpac Banking Corp
N/A—35,047-35,047-100%$5.1M———
New Age Alpha Advisors, LLC
N/A—35,033-35,033-100%$5.1M———
Jump Financial, LLC
N/A—34,818-34,818-100%$5.1M———
Quantbot Technologies LP
N/A—34,134-34,134-100%$5.0M———
Manhattan West Asset Management, LLC
N/A—34,003-34,003-100%$5.0M———
DJE Kapital AG
N/A—34,000-34,000-100%$5.0M———
Kapstone Financial Advisors LLC
N/A—33,936-33,936-100%$5.0M———
Bontempo Ohly Capital Mgmt LLC
N/A—33,828-33,828-100%$5.0M———
Birmingham Capital Management Co Inc
N/A—33,510-33,510-100%$4.9M———
Opal Capital LLC
N/A—33,454-33,454-100%$4.9M———
IMA Advisory Services, Inc.
N/A—33,323-33,323-100%$4.9M———
Capital & Planning, LLC
N/A—32,762-32,762-100%$4.8M———
Rothschild Investment LLC
N/A—32,651-32,651-100%$4.8M———
Klingenstein Fields & Co LP
N/A—32,047-32,047-100%$4.7M———
FAS Wealth Partners, Inc.
N/A—32,046-32,046-100%$4.7M———
Occudo Quantitative Strategies LP
N/A—31,526-31,526-100%$4.6M———
Onex Canada Asset Management Inc.
N/A—31,329-31,329-100%$4.6M———
Dean Investment Associates, LLC
N/A—30,190-30,190-100%$4.4M———
GSA Capital Partners LLP
N/A—30,047-30,047-100%$4.4M———
DoubleLine ETF Adviser LP
N/A—29,979-29,979-100%$4.4M———
Core Alternative Capital
N/A—29,932-29,932-100%$4.4M———
Drexel Morgan & Co.
N/A—29,590-29,590-100%$4.3M———
Frec Markets, Inc.
N/A—29,551-29,551-100%$4.3M———
Zurich Insurance Group Ltd
N/A—29,470-29,470-100%$4.3M———
Fidelis Capital Partners, LLC
N/A—29,265-29,265-100%$4.3M———
Panagora Asset Management Inc
N/A—29,186-29,186-100%$4.3M———
GQG Partners LLC
N/A—29,177-29,177-100%$4.3M———
Bank of Hawaii
N/A—28,835-28,835-100%$4.2M———
Westerkirk Capital Inc.
N/A—28,800-28,800-100%$4.2M———
Walter & Keenan Wealth Management LLC
N/A—28,752-28,752-100%$4.2M———
Kintra Wealth, LLC
N/A—28,672-28,672-100%$4.1M———
Hillsdale Investment Management Inc.
N/A—28,531-28,531-100%$4.2M———
T. Rowe Price Investment Management, Inc.
N/A—28,486-28,486-100%$4.2M———
Oversea-Chinese Banking Corp Ltd
N/A—28,441-28,441-100%$4.2M———
Loomis Sayles & Co L P
N/A—28,380-28,380-100%$4.2M———
Dempze Nancy E
N/A—28,058-28,058-100%$4.1M———
Forum Finance Group S.A.
N/A—27,930-27,930-100%$3.3K———
Strategic Investment Advisors / MI
N/A—27,862-27,862-100%$4.1M———
Garrison Point Advisors, LLC
N/A—27,567-27,567-100%$4.0M———
Sciencast Management LP
N/A—27,368-27,368-100%$4.0M———
Field & Main Bank
N/A—27,127-27,127-100%$4.0M———
Estabrook Capital Management
N/A—27,103-27,103-100%$4.0M———
Peak Retirement Planning, Inc.
N/A—27,103-27,103-100%$4.0M———
LOM Asset Management Ltd
N/A—26,626-26,626-100%$3.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—26,520-26,520-100%$3.9M———
Jaffetilchin Investment Partners, LLC
N/A—26,475-26,475-100%$3.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—26,421-26,421-100%$3.9M———
Prosperity Consulting Group, LLC
N/A—26,158-26,158-100%$3.8M———
Icon Wealth Advisors, LLC
N/A—25,936-25,936-100%$3.8M———
Concentric Capital Strategies, LP
N/A—25,748-25,748-100%$3.8M———
CCG Wealth Management, LLC
N/A—25,738-25,738-100%$3.8M———
Zhang Financial LLC
N/A—25,583-25,583-100%$3.8M———
First Foundation Advisors
N/A—25,547-25,547-100%$3.7M———
Kinloch Capital, LLC
N/A—25,400-25,400-100%$3.7M———
Meiji Yasuda Life Insurance Co
N/A—25,193-25,193-100%$3.7M———
Castlefield Investment Partners LLP
N/A—25,090-25,090-100%$3.7M———
Peak Asset Management, LLC
N/A—24,931-24,931-100%$3.7M———
E Fund Management Co., Ltd.
N/A—24,885-24,885-100%$3.6M———
OneAscent Financial Services LLC
N/A—24,825-24,825-100%$3.6M———
BNP Paribas
N/A—24,658-24,658-100%$3.6M———
Ironwood Investment Counsel, LLC
N/A—24,582-24,582-100%$3.6M———
Marietta Investment Partners LLC
N/A—24,457-24,457-100%$3.6M———
Stratos Investment Management, LLC
N/A—24,435-24,435-100%$3.6M———
Main Street Financial Solutions, LLC
N/A—24,380-24,380-100%$3.6M———
Wealth Alliance, LLC
N/A—24,152-24,152-100%$3.5M———
Wallace Capital Management Inc.
N/A—24,139-24,139-100%$3.5M———
Coastal Bridge Advisors, LLC
N/A—24,080-24,080-100%$3.5M———
Morton Community Bank
N/A—24,059-24,059-100%$3.5M———
Private Wealth Asset Management, LLC
N/A—23,807-23,807-100%$3.5M———
Bridgewater Advisors Inc.
N/A—23,745-23,745-100%$3.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—23,579-23,579-100%$3.5M———
Trustmark Bank Trust Department
N/A—23,399-23,399-100%$3.4M———
Mosaic Family Wealth Partners, LLC
N/A—23,255-23,255-100%$3.4M———
L & S Advisors Inc
N/A—22,904-22,904-100%$3.4M———
Qtron Investments LLC
N/A—22,894-22,894-100%$3.4M———
Cape COD Five Cents Savings Bank
N/A—22,868-22,868-100%$3.4M———
Walsky Investment Management, Inc.
N/A—22,837-22,837-100%$3.3M———
SummitTX Capital, L.P.
N/A—22,601-22,601-100%$3.3M———
Brown Financial Advisors
N/A—22,274-22,274-100%$3.3M———
Broadwater Capital Management LLC
N/A—22,260-22,260-100%$3.3M———
Kovack Advisors, Inc.
N/A—22,123-22,123-100%$3.3M———
Ellevest, Inc.
N/A—22,085-22,085-100%$576.6K———
Sivia Capital Partners, LLC
N/A—22,071-22,071-100%$3.2M———
Transcend Capital Advisors, LLC
N/A—22,049-22,049-100%$3.2M———
Curi Capital, LLC
N/A—21,706-21,706-100%$3.2M———
Whalerock Point Partners, LLC
N/A—21,415-21,415-100%$3.1M———
VSM Wealth Advisory, LLC
N/A—21,128-21,128-100%$3.1M———
Connable Office Inc
N/A—20,959-20,959-100%$3.1M———
Havemeyer Place LP
N/A—20,898-20,898-100%$3.1M———
Tevis Investment Management
N/A—20,704-20,704-100%$3.0M———
Spartan Wealth Advisory Services LLC
N/A—20,631-20,631-100%$3.0M———
Modus Advisors, LLC
N/A—20,563-20,563-100%$3.0M———
Westwood Holdings Group Inc
N/A—20,557-20,557-100%$3.0M———
Hikari Tsushin, Inc.
N/A—20,525-20,525-100%$3.0M———
Blue Chip Partners, LLC
N/A—20,475-20,475-100%$3.0M———
S&CO Inc
N/A—20,418-20,418-100%$3.0M———
Banque Transatlantique SA
N/A—20,359-20,359-100%$2.9M———
GWN Securities Inc.
N/A—20,350-20,350-100%$3.0M———
Syon Capital LLC
N/A—20,325-20,325-100%$3.0M———
Jupiter Asset Management LTD
N/A—20,218-20,218-100%$3.0M———
Mattson Financial Services, LLC
N/A—20,202-20,202-100%$3.1M———
D L Carlson Investment Group Inc
N/A—20,177-20,177-100%$3.0M———
Checchi Capital Advisers, LLC
N/A—20,070-20,070-100%$2.9M———
Keynote Financial Services LLC
N/A—19,997-19,997-100%$2.9M———
Fairview Capital Investment Management, LLC
N/A—19,957-19,957-100%$2.9M———
IQ EQ Fund Management (Ireland) Ltd
N/A—19,950-19,950-100%$2.9M———
Advyzon Investment Management, LLC
N/A—19,810-19,810-100%$2.9M———
Kiley Juergens Wealth Management, LLC
N/A—19,810-19,810-100%$2.9M———
Kelly Lawrence W & Associates Inc
N/A—19,740-19,740-100%$2.9M———
Chelsea Counsel Co
N/A—19,703-19,703-100%$2.9M———
Lionhunter Capital Management, LLC
N/A—19,648-19,648-100%$2.9M———
Atom Investors LP
N/A—19,581-19,581-100%$2.9M———
Oxford Asset Management LLP
N/A—19,367-19,367-100%$2.8M———
Naviter Wealth, LLC
N/A—19,345-19,345-100%$2.8M———
Investment Advisory Group, LLC
N/A—19,315-19,315-100%$2.8M———
AssuredPartners Investment Advisors, LLC
N/A—19,303-19,303-100%$2.8M———
Circle Wealth Management, LLC
N/A—19,154-19,154-100%$2.8M———
Pure Financial Advisors, LLC
N/A—19,118-19,118-100%$2.8M———
HFG Advisors, Inc.
N/A—18,928-18,928-100%$2.8M———
Stonebridge Capital Management Inc
N/A—18,920-18,920-100%$2.8M———
Venturi Wealth Management, LLC
N/A—18,849-18,849-100%$2.8M———
Odyssean, LLC
N/A—18,847-18,847-100%$2.8M———
Winning Points Advisors, LLC
N/A—18,578-18,578-100%$2.7M———
Empire Financial Management Company, LLC
N/A—18,571-18,571-100%$2.7M———
Oxford Financial Group, Ltd. LLC
N/A—18,565-18,565-100%$2.7M———
Holderness Investments Co
N/A—18,474-18,474-100%$2.7M———
Sargent Investment Group, LLC
N/A—18,222-18,222-100%$2.7M———
BSW Wealth Partners
N/A—18,195-18,195-100%$2.7M———
American Trust
N/A—18,143-18,143-100%$2.7M———
44 Wealth Management LLC
N/A—18,127-18,127-100%$2.7M———
Marshall Financial Group, LLC
N/A—18,117-18,117-100%$2.7M———
Stokes Family Office, LLC
N/A—18,059-18,059-100%$2.6M———
Abbot Financial Management, Inc.
N/A—18,016-18,016-100%$2.6M———
Financial Gravity Companies, Inc.
N/A—17,967-17,967-100%$2.6M———
Ausdal Financial Partners, Inc.
N/A—17,828-17,828-100%$2.6M———
Raelipskie Partnership
N/A—17,813-17,813-100%$2.6M———
Drucker Wealth 3.0, LLC
N/A—17,809-17,809-100%$2.6M———
Townsquare Capital LLC
N/A—17,757-17,757-100%$2.6M———
Capstone Investment Advisors, LLC
N/A—17,752-17,752-100%$2.6M———
Auxier Asset Management LLC
N/A—17,566-17,566-100%$2.6M———
NorthCoast Asset Management LLC
N/A—17,406-17,406-100%$2.6M———
Bank OZK
N/A—17,361-17,361-100%$2.5M———
Navellier & Associates Inc
N/A—17,308-17,308-100%$2.5M———
Waddell & Associates, LLC
N/A—17,226-17,226-100%$2.5M———
MidFirst Bank
N/A—17,150-17,150-100%$2.5M———
Vanguard National Trust Co
N/A—17,124-17,124-100%$2.5M———
Heartland Bank & Trust Co
N/A—16,792-16,792-100%$2.5M———
Intrust Bank NA
N/A—16,721-16,721-100%$2.5M———
Hardman Johnston Global Advisors LLC
N/A—16,700-16,700-100%$2.4M———
Argo Wealth Advisory, LLC
N/A—16,562-16,562-100%$2.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,503-16,503-100%$2.4M———
Dynamic Technology Lab Private Ltd
N/A—16,334-16,334-100%$2.4M———
North Star Asset Management Inc
N/A—16,273-16,273-100%$2.4M———
CFO4Life Group, LLC
N/A—16,166-16,166-100%$2.4M———
Thompson David Blair
N/A—16,132-16,132-100%$2.4M———
Hilltop Holdings Inc.
N/A—16,062-16,062-100%$2.4M———
Ameriflex Group, Inc.
N/A—16,056-16,056-100%$2.4M———
Osterweis Capital Management Inc
N/A—15,963-15,963-100%$2.3M———
Longfellow Investment Management Co LLC
N/A—15,920-15,920-100%$2.3M———
Monetary Management Group Inc
N/A—15,534-15,534-100%$2.3M———
Xcelsior Advisor Partners LLC
N/A—15,522-15,522-100%$2.3M———
Osborne Partners Capital Management, LLC
N/A—15,520-15,520-100%$2.3M———
Westmount Partners, LLC
N/A—15,517-15,517-100%$2.3M———
Trustco Bank Corp N Y
N/A—15,492-15,492-100%$2.3M———
Van Hulzen Asset Management, LLC
N/A—15,387-15,387-100%$2.3M———
Brooks, Moore & Associates, Inc.
N/A—15,128-15,128-100%$2.2M———
North Dallas Bank & Trust Co
N/A—15,079-15,079-100%$2.2M———
Arbor Trust Wealth Advisors, LLC
N/A—15,062-15,062-100%$2.2M———
One Capital Management, LLC
N/A—14,950-14,950-100%$2.2M———
L2 Asset Management, LLC
N/A—14,888-14,888-100%$2.2M———
F/m Investments LLC
N/A—14,861-14,861-100%$2.2M———
Cozad Asset Management Inc
N/A—14,657-14,657-100%$2.1M———
Widmann Financial Services, Inc.
N/A—14,568-14,568-100%$2.1M———
Saturna Capital Corp
N/A—14,568-14,568-100%$2.1M———
Alpine Woods Capital Investors, LLC
N/A—14,364-14,364-100%$2.1M———
Godshalk Welsh Capital Management, Inc.
N/A—14,345-14,345-100%$2.1M———
Patron Partners, LLC
N/A—14,285-14,285-100%$2.1M———
Ceeto Capital Group, LLC
N/A—14,208-14,208-100%$2.1M———
Painted Porch Advisors LLC
N/A—14,199-14,199-100%$2.1M———
Asset Management Group, Inc.
N/A—14,198-14,198-100%$2.1M———
Insigneo Advisory Services, LLC
N/A—14,171-14,171-100%$2.1M———
EFG International AG
N/A—14,166-14,166-100%$2.1M———
Gilbert & Cook, Inc.
N/A—14,058-14,058-100%$2.1M———
Orleans Capital Management Corp
N/A—14,034-14,034-100%$2.1M———
Private Harbour Investment Management & Counsel, LLC
N/A—14,025-14,025-100%$2.1M———
Keebeck Wealth Management
N/A—14,013-14,013-100%$2.1M———
Aigen Investment Management, LP
N/A—14,011-14,011-100%$2.1M———
Empirical Asset Management, LLC
N/A—13,999-13,999-100%$2.1M———
Waterloo Capital, L.P.
N/A—13,807-13,807-100%$2.0M———
Hexagon Capital Partners LLC
N/A—13,662-13,662-100%$2.0M———
Thomasville National Bank
N/A—13,574-13,574-100%$2.0M———
Martin & Co Inc
N/A—13,351-13,351-100%$2.0M———
Dover Advisors, LLC
N/A—13,241-13,241-100%$1.9M———
SHP Wealth Management
N/A—13,208-13,208-100%$1.9M———
Trivium Point Advisory, LLC
N/A—13,202-13,202-100%$1.9M———
Lakeridge Wealth Management LLC
N/A—13,172-13,172-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—13,128-13,128-100%$1.9M———
Northstar Group, Inc.
N/A—13,093-13,093-100%$1.9M———
Iron Gate Global Advisors LLC
N/A—12,833-12,833-100%$1.9M———
Topsail Wealth Management, LLC
N/A—12,822-12,822-100%$1.9M———
Twin Tree Management, LP
N/A—12,761-12,761-100%$1.9M———
New Republic Capital, LLC
N/A—12,688-12,688-100%$1.9M———
Chilton Investment Co Inc.
N/A—12,638-12,638-100%$1.9M———
Rogco, LP
N/A—12,582-12,582-100%$1.8M———
MOR Wealth Management, LLC
N/A—12,525-12,525-100%$1.8M———
Allred Capital Management, LLC
N/A—12,511-12,511-100%$1.8M———
Northwest Bancshares, Inc.
N/A—12,506-12,506-100%$1.8M———
one8zero8, LLC
N/A—12,396-12,396-100%$1.8M———
Hilltop Partners LLC
N/A—12,386-12,386-100%$1.8M———
iSAM Funds (UK) Ltd
N/A—12,300-12,300-100%$1.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,296-12,296-100%$1.8M———
VeraBank, N.A.
N/A—12,295-12,295-100%$1.8M———
Financial Engines Advisors L.L.C.
N/A—12,122-12,122-100%$1.8M———
Potomac Fund Management Inc
N/A—12,022-12,022-100%$1.8M———
St. Nicholas Private Asset Management, Inc
N/A—12,000-12,000-100%$1.8M———
First Western Trust Bank
N/A—11,991-11,991-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—11,956-11,956-100%$1.8M———
AXQ Capital, LP
N/A—11,896-11,896-100%$1.7M———
Palogic Value Management, L.P.
N/A—11,876-11,876-100%$1.7M———
Qsemble Capital Management, LP
N/A—11,812-11,812-100%$1.7M———
Roberts Glore & Co Inc
N/A—11,752-11,752-100%$1.7M———
Keel Point, LLC
N/A—11,749-11,749-100%$1.7M———
Aristotle Atlantic Partners, LLC
N/A—11,720-11,720-100%$1.7M———
Papamarkou Wellner Asset Management inc.
N/A—11,678-11,678-100%$2.0M———
Birchcreek Wealth Management, LLC
N/A—11,641-11,641-100%$1.7M———
Harbour Investment Management LLC
N/A—11,563-11,563-100%$1.7M———
First Commonwealth Financial Corp
N/A—11,516-11,516-100%$1.7M———
Roehl & Yi Investment Advisors, LLC
N/A—11,496-11,496-100%$1.7M———
RB Capital Management, LLC
N/A—11,467-11,467-100%$1.7M———
HHM Wealth Advisors, LLC
N/A—11,367-11,367-100%$1.7M———
Tiaa Trust, National Association
N/A—11,334-11,334-100%$1.7M———
Bollard Group LLC
N/A—11,334-11,334-100%$1.7M———
CoreFirst Bank & Trust
N/A—11,317-11,317-100%$1.7M———
Prestige Wealth Management Group LLC
N/A—11,286-11,286-100%$1.7M———
Osmosis Investment Management UK Ltd
N/A—11,259-11,259-100%$1.7M———
National Philanthropic Trust
N/A—11,218-11,218-100%$1.6M———
Pinnacle Holdings, LLC
N/A—11,192-11,192-100%$1.6M———
Crews Bank & Trust
N/A—11,078-11,078-100%$1.6M———
Continuum Advisory, LLC
N/A—11,068-11,068-100%$1.6M———
Front Street Capital Management, Inc.
N/A—11,040-11,040-100%$1.7M———
Hodges Capital Management Inc.
N/A—10,999-10,999-100%$1.6M———
NCM Capital Management, LLC
N/A—10,916-10,916-100%$1.6M———
Old North State Trust, LLC
N/A—10,875-10,875-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—10,787-10,787-100%$1.6M———
Glen Eagle Advisors, LLC
N/A—10,753-10,753-100%$1.6M———
Chancellor Financial Group WB LP
N/A—10,721-10,721-100%$1.6M———
McGowan Group Asset Management, Inc.
N/A—10,653-10,653-100%$1.6M———
Proficio Capital Partners LLC
N/A—10,645-10,645-100%$1.6M———
First National Advisers, LLC
N/A—10,554-10,554-100%$1.5M———
Argent Advisors, Inc.
N/A—10,503-10,503-100%$1.5M———
Knollwood Investment Advisory, LLC
N/A—10,501-10,501-100%$1.5M———
DCM Advisors, LLC
N/A—10,473-10,473-100%$1.5M———
Tudor Financial Inc.
N/A—10,469-10,469-100%$1.5M———
Trivant Custom Portfolio Group, LLC
N/A—10,399-10,399-100%$1.5M———
Manning & Napier Advisors LLC
N/A—10,326-10,326-100%$1.5M———
Quotient Wealth Partners, LLC
N/A—10,309-10,309-100%$1.5M———
Guardian Wealth Advisors, LLC / NC
N/A—10,308-10,308-100%$1.5M———
Centaurus Financial, Inc.
N/A—10,301-10,301-100%$1.5M———
Fielder Capital Group LLC
N/A—10,282-10,282-100%$1.5M———
Howe & Rusling Inc
N/A—10,273-10,273-100%$1.5M———
Truvestments Capital LLC
N/A—10,273-10,273-100%$1.5M———
Wilson & Boucher Capital Management, LLC
N/A—10,246-10,246-100%$1.5M———
Corsicana & Co.
N/A—10,179-10,179-100%$1.5M———
IKE Capital, LLC
N/A—10,148-10,148-100%$1.5M———
LMR Partners LLP
N/A—10,096-10,096-100%$1.5M———
Integrated Investment Consultants, LLC
N/A—10,095-10,095-100%$1.5M———
Mokan Wealth Management Inc.
N/A—10,087-10,087-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—10,019-10,019-100%$1.5M———
Plotkin Financial Advisors, LLC
N/A—10,017-10,017-100%$1.5M———
Bluebird Wealth Management LLC
N/A—9,949-9,949-100%$1.5M———
Osprey Private Wealth LLC
N/A—9,943-9,943-100%$1.5M———
Founders Financial Alliance, LLC
N/A—9,862-9,862-100%$1.4M———
Strategic Investment Solutions, Inc.
N/A—9,844-9,844-100%$1.4M———
Defiance ETFs, LLC
N/A—9,736-9,736-100%$1.4M———
Marble Wealth, LLC
N/A—9,717-9,717-100%$1.4M———
Novare Capital Management LLC
N/A—9,703-9,703-100%$1.4M———
Intellectus Partners, LLC
N/A—9,683-9,683-100%$1.4M———
South Plains Financial, Inc.
N/A—9,567-9,567-100%$1.4M———
Palumbo Wealth Management LLC
N/A—9,503-9,503-100%$1.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—9,497-9,497-100%$1.4M———
Dark Forest Capital Management LP
N/A—9,474-9,474-100%$1.4M———
Marshall Wace, LLP
N/A—9,385-9,385-100%$1.4M———
VanWeelden Wealth Management, LLC
N/A—9,369-9,369-100%$1.4M———
Oxbow Advisors, LLC
N/A—9,298-9,298-100%$1.4M———
Wealth Management Associates, Inc.
N/A—9,193-9,193-100%$1.3M———
Novak & Powell Financial Services, Inc.
N/A—9,174-9,174-100%$1.3M———
Steigerwald, Gordon & Koch Inc.
N/A—9,108-9,108-100%$1.3M———
TRB Wealth Management, LLC
N/A—9,105-9,105-100%$1.3M———
CVA Family Office, LLC
N/A—9,060-9,060-100%$1.3M———
Clarkston Capital Partners, LLC
N/A—9,056-9,056-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—9,050-9,050-100%$1.3M———
Charter Research & Investment Group, Inc.
N/A—9,011-9,011-100%$1.3M———
Campion Asset Management
N/A—8,993-8,993-100%$1.3M———
Tower Wealth Partners, Inc.
N/A—8,963-8,963-100%$1.3M———
Opus Investment Management Inc
N/A—8,900-8,900-100%$1.3M———
Winthrop Partners - WNY, LLC
N/A—8,895-8,895-100%$1.3M———
Smart Money Group LLC
N/A—8,891-8,891-100%$1.3M———
Wimmer Associates 1, LLC
N/A—8,864-8,864-100%$1.3M———
All Terrain Financial Advisors, LLC
N/A—8,853-8,853-100%$1.3M———
Rowlandmiller & Partners.adv
N/A—8,846-8,846-100%$1.3M———
Leith Wheeler Investment Counsel Ltd.
N/A—8,823-8,823-100%$1.3M———
Ark Wealth Advisors LLC
N/A—8,808-8,808-100%$1.3M———
Cambria Investment Management, L.P.
N/A—8,782-8,782-100%$1.3M———
Sfmg, LLC
N/A—8,737-8,737-100%$1.3M———
Capital International Sarl
N/A—8,736-8,736-100%$1.3M———
Oddo BHF Asset Management SAS
N/A—8,695-8,695-100%$1.3M———
Invst, LLC
N/A—8,691-8,691-100%$1.3M———
PCM Encore, LLC
N/A—8,687-8,687-100%$1.3M———
Fairtree Asset Management (Pty) Ltd
N/A—8,663-8,663-100%$1.3M———
Edentree Asset Management Ltd
N/A—8,656-8,656-100%$1.3M———
Cvfg LLC
N/A—8,631-8,631-100%$1.3M———
Bull Harbor Capital LLC
N/A—8,597-8,597-100%$1.3M———
Landscape Capital Management, L.L.C.
N/A—8,515-8,515-100%$1.2M———
Wood Tarver Financial Group, LLC
N/A—8,514-8,514-100%$1.2M———
Coastwise Capital Group, LLC
N/A—8,510-8,510-100%$1.2M———
Klcm Advisors, Inc.
N/A—8,507-8,507-100%$1.2M———
Wealth Watch Advisors, Inc
N/A—8,502-8,502-100%$1.2M———
Alteri Wealth LLC
N/A—8,471-8,471-100%$1.2M———
Aster Capital Management (Difc) Ltd
N/A—8,464-8,464-100%$1.2M———
Sittner & Nelson, LLC
N/A—8,441-8,441-100%$1.2M———
Goldstone Financial Group, LLC
N/A—8,389-8,389-100%$1.2M———
Diamant Asset Management, Inc.
N/A—8,358-8,358-100%$1.2M———
Crewe Advisors LLC
N/A—8,333-8,333-100%$1.2M———
Aspiring Ventures, LLC
N/A—8,308-8,308-100%$1.2M———
Performance Wealth Partners, LLC
N/A—8,295-8,295-100%$1.2M———
MJP Associates Inc
N/A—8,261-8,261-100%$1.2M———
Harbor Advisory Corp
N/A—8,242-8,242-100%$1.2M———
Southeast Asset Advisors, LLC
N/A—8,221-8,221-100%$1.2M———
First National Bank of Hutchinson
N/A—8,220-8,220-100%$1.2M———
BBR Partners, LLC
N/A—8,219-8,219-100%$1.2M———
Rexford Capital Inc
N/A—8,214-8,214-100%$1.2M———
GeoWealth Management, LLC
N/A—8,195-8,195-100%$1.2M———
Bank of Nova Scotia Trust Co
N/A—8,155-8,155-100%$1.2M———
Centric Wealth Management
N/A—8,074-8,074-100%$1.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—8,058-8,058-100%$1.2M———
Lifeworks Advisors, LLC
N/A—8,039-8,039-100%$1.2M———
LRI Investments, LLC
N/A—7,983-7,983-100%$1.2M———
Baron Silver Stevens Financial Advisors, LLC
N/A—7,956-7,956-100%$1.2M———
Elk River Wealth Management LLC
N/A—7,843-7,843-100%$1.2M———
WNY Asset Management, LLC
N/A—7,835-7,835-100%$1.1M———
Seneca House Advisors
N/A—7,812-7,812-100%$1.1M———
Fukoku Mutual Life Insurance Co
N/A—7,790-7,790-100%$1.1M———
Samjo Management, LLC
N/A—7,610-7,610-100%$1.1M———
Faithward Advisors, LLC
N/A—7,574-7,574-100%$1.1M———
Ames National Corp
N/A—7,550-7,550-100%$1.1M———
Baader Bank Aktiengesellschaft
N/A—7,522-7,522-100%$1.1M———
Clarion Wealth Managment Partners, LLC
N/A—7,499-7,499-100%$1.1M———
Meadowbrook Advisors Group, LLC
N/A—7,477-7,477-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—7,424-7,424-100%$1.1M———
Richmond Brothers, Inc.
N/A—7,372-7,372-100%$1.1M———
Twin Lakes Capital Management, LLC
N/A—7,317-7,317-100%$1.1M———
American Investment Services, Inc.
N/A—7,290-7,290-100%$1.1M———
Avalon Trust Co
N/A—7,288-7,288-100%$1.1M———
Liberty Wealth Management LLC
N/A—7,259-7,259-100%$1.0M———
Marex Group Ltd
N/A—7,255-7,255-100%$1.1M———
Members Trust Co
N/A—7,212-7,212-100%$1.1M———
Magnetar Financial LLC
N/A—7,153-7,153-100%$1.0M———
GHE, LLC
N/A—7,103-7,103-100%$1.0M———
Wayfinding Financial, LLC
N/A—7,101-7,101-100%$1.0M———
Nalls Sherbakoff Group, LLC
N/A—7,079-7,079-100%$1.0M———
Minot DeBlois Advisors LLC
N/A—7,078-7,078-100%$1.0M———
17 Capital Partners, LLC
N/A—7,066-7,066-100%$1.0M———
Rothschild Wealth LLC
N/A—7,064-7,064-100%$1.0M———
KDT Advisors, LLC
N/A—7,031-7,031-100%$1.0M———
Proffitt & Goodson Inc
N/A—7,018-7,018-100%$1.0M———
Brave Asset Management Inc
N/A—6,945-6,945-100%$1.0M———
RD Lewis Holdings, Inc.
N/A—6,934-6,934-100%$1.0M———
W1m Asset Management Ltd
N/A—6,934-6,934-100%$1.0M———
Berger Financial Group, Inc
N/A—6,920-6,920-100%$1.0M———
Portland Global Advisors LLC
N/A—6,910-6,910-100%$1.0M———
Alexander Labrunerie & Co., Inc.
N/A—6,901-6,901-100%$1.0M———
Castlekeep Investment Advisors LLC
N/A—6,898-6,898-100%$1.0M———
RIK Saylor Financial, Inc.
N/A—6,897-6,897-100%$1.0M———
Phillips Wealth Planners LLC
N/A—6,892-6,892-100%$1.1M———
Baldwin Investment Management, LLC
N/A—6,863-6,863-100%$1.0M———
Viawealth, LLC
N/A—6,839-6,839-100%$1.0M———
CIM Investment Management Inc
N/A—6,823-6,823-100%$1.0M———
Karani Asset Management LLC
N/A—6,820-6,820-100%$1.0M———
Orographic Financial Advisors, LLC
N/A—6,814-6,814-100%$981———
Royal Capital Wealth Management, LLC
N/A—6,793-6,793-100%$996.1K———
Greenwich Wealth Management LLC
N/A—6,786-6,786-100%$995.0K———
Denali Advisors LLC
N/A—6,772-6,772-100%$993.0K———
Millstone Evans Group, LLC
N/A—6,772-6,772-100%$993.0K———
Vantus Wealth LLC
N/A—6,757-6,757-100%$990.9K———
Capital Wealth Planning, LLC
N/A—6,750-6,750-100%$989.8K———
Parvin Asset Management, LLC
N/A—6,735-6,735-100%$987.6K———
Wrapmanager Inc
N/A—6,729-6,729-100%$986.7K———
Second Line Capital, LLC
N/A—6,706-6,706-100%$983.3K———
WealthTrust Axiom LLC
N/A—6,686-6,686-100%$980.5K———
Greenline Partners, LLC
N/A—6,672-6,672-100%$978.4K———
Gardner Russo & Quinn LLC
N/A—6,554-6,554-100%$961.1K———
Platform Wealth Management, LLC
N/A—6,466-6,466-100%$948.2K———
Nicholson Meyer Capital Management, Inc.
N/A—6,458-6,458-100%$947.0K———
CM Wealth Advisors LLC
N/A—6,446-6,446-100%$945.2K———
Strait & Sound Wealth Management LLC
N/A—6,414-6,414-100%$940.5K———
Innovative Asset Advisors Group, LLC
N/A—6,393-6,393-100%$937.5K———
Strategic Financial Services, Inc.
N/A—6,379-6,379-100%$935.5K———
Cyber Hornet ETFs LLC
N/A—6,341-6,341-100%$929.8K———
Tailwinds Wealth, LLC
N/A—6,211-6,211-100%$910.7K———
Castle Wealth Management LLC
N/A—6,196-6,196-100%$908.5K———
GTS Securities LLC
N/A—6,180-6,180-100%$906.2K———
O'rourke & Company, Inc
N/A—6,179-6,179-100%$906.1K———
Duncan Williams Asset Management, LLC
N/A—6,172-6,172-100%$905.1K———
OneAscent Family Office, LLC
N/A—6,117-6,117-100%$897.0K———
HTG Investment Advisors, Inc.
N/A—6,101-6,101-100%$894.7K———
Financial Advisors Network, Inc.
N/A—6,100-6,100-100%$894.5K———
Zevin Asset Management LLC
N/A—6,098-6,098-100%$894.2K———
Elevation Advisory Partners LLC
N/A—6,073-6,073-100%$905.7K———
Safeguard Investment Advisory Group, LLC
N/A—6,068-6,068-100%$889.8K———
Planning Center, Inc.
N/A—6,063-6,063-100%$889.1K———
Alesco Advisors, LLC, An ESL Co
N/A—6,053-6,053-100%$887.5K———
Medallion Wealth Advisors, LLC
N/A—5,963-5,963-100%$874.4K———
Borer Denton & Associates, Inc.
N/A—5,953-5,953-100%$872.9K———
Graybill Wealth Management, Ltd.
N/A—5,935-5,935-100%$870.3K———
Dividend Assets Capital, LLC
N/A—5,865-5,865-100%$860.1K———
Barnes Pettey Financial Advisors, LLC
N/A—5,834-5,834-100%$855.5K———
Strategic Wealth Partners, Ltd.
N/A—5,800-5,800-100%$850.5K———
Nvest Financial, LLC
N/A—5,779-5,779-100%$847.5K———
Basepoint Wealth LLC
N/A—5,761-5,761-100%$844.8K———
Clark Estates Inc
N/A—5,750-5,750-100%$843.2K———
Pacific Point Advisors, LLC
N/A—5,746-5,746-100%$842.6K———
Cary Street Partners Investment Advisory LLC
N/A—5,736-5,736-100%$841.1K———
Resurgent Financial Advisors LLC
N/A—5,704-5,704-100%$836.4K———
IAT Reinsurance Co Ltd.
N/A—5,700-5,700-100%$835.8K———
Apriem Advisors
N/A—5,699-5,699-100%$835.7K———
Mrwm Advisors, LLC
N/A—5,656-5,656-100%$829.4K———
Brookwood Investment Group LLC
N/A—5,621-5,621-100%$824.2K———
BlackDiamond Wealth Management, LLC
N/A—5,608-5,608-100%$821.2K———
Granite Harbor Advisors, Inc.
N/A—5,588-5,588-100%$819.4K———
Koss-Olinger Consulting, LLC
N/A—5,568-5,568-100%$816.5K———
Broadleaf Partners, LLC
N/A—5,553-5,553-100%$814.3K———
Athena Investment Management
N/A—5,496-5,496-100%$805.9K———
Basecamp Wealth Advisors LLC
N/A—5,478-5,478-100%$803.3K———
Bruce G. Allen Investments, LLC
N/A—5,456-5,456-100%$800.0K———
Range Advisory, LLC
N/A—5,436-5,436-100%$797.1K———
Allied Private Wealth LLC
N/A—5,433-5,433-100%$806.4K———
Joule Financial, LLC
N/A—5,426-5,426-100%$795.8K———
Vantage Point Financial LLC
N/A—5,426-5,426-100%$795.6K———
East Coast Asset Management, Llc.
N/A—5,411-5,411-100%$793.4K———
Everpar Advisors LLC
N/A—5,383-5,383-100%$789.4K———
Brogan Financial, Inc.
N/A—5,354-5,354-100%$785.1K———
Rock Point Advisors, LLC
N/A—5,326-5,326-100%$781.0K———
Constant Guidance Financial LLC
N/A—5,308-5,308-100%$778.4K———
Meridian Wealth Advisors, LLC
N/A—5,268-5,268-100%$772.5K———
City National Bank of Florida
N/A—5,267-5,267-100%$772.4K———
Kiker Wealth Management, LLC
N/A—5,264-5,264-100%$771.9K———
Madison Wealth Partners, Inc
N/A—5,261-5,261-100%$771.5K———
RNC Capital Management LLC
N/A—5,254-5,254-100%$770.4K———
Aberdeen Wealth Management LLC
N/A—5,230-5,230-100%$767.0K———
Schrum Private Wealth Management LLC
N/A—5,223-5,223-100%$835.5K———
Calton & Associates, Inc.
N/A—5,214-5,214-100%$764.6K———
HighMark Wealth Management LLC
N/A—5,210-5,210-100%$764.0K———
Jackson Thornton Wealth Management, LLC
N/A—5,189-5,189-100%$760.9K———
Miller Capital Partners, Inc.
N/A—5,182-5,182-100%$759.9K———
Frisch Financial Group, Inc.
N/A—5,112-5,112-100%$749.6K———
Z3 Capital Partners, LLC
N/A—5,063-5,063-100%$742.4K———
Pursuit Wealth Strategies, LLC
N/A—5,039-5,039-100%$738.9K———
X-Square Capital, LLC
N/A—5,037-5,037-100%$739.0K———
RBF Capital, LLC
N/A—5,000-5,000-100%$733.2K———
Peak6 LLC
N/A—4,974-4,974-100%$729.4K———
Peninsula Asset Management Inc
N/A—4,972-4,972-100%$729.1K———
Round Rock Advisors LLC
N/A—4,942-4,942-100%$724.7K———
Ironvine Capital Partners, LLC
N/A—4,940-4,940-100%$724.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,925-4,925-100%$722.2K———
Granite Bay Wealth Management, LLC
N/A—4,906-4,906-100%$720.0K———
Seascape Capital Management
N/A—4,905-4,905-100%$719.0K———
Catalyst Funds Management Pty Ltd
N/A—4,901-4,901-100%$718.7K———
Aureus Asset Management, LLC
N/A—4,897-4,897-100%$718.1K———
Strategies Wealth Advisors, LLC
N/A—4,877-4,877-100%$715.1K———
Evolve Private Wealth, LLC
N/A—4,839-4,839-100%$709.5K———
Kirtland Hills Capital Management, LLC
N/A—4,839-4,839-100%$709.6K———
Pring Turner Capital Group Inc
N/A—4,803-4,803-100%$705.9K———
Astoria Portfolio Advisors Llc.
N/A—4,766-4,766-100%$698.9K———
Bank of the Bluegrass & Trust Co.
N/A—4,754-4,754-100%$690.7K———
Ridge Creek Global, Inc
N/A—4,704-4,704-100%$689.8K———
V. M. Manning & Co., Inc.
N/A—4,697-4,697-100%$688.7K———
Evernest Financial Advisors, LLC
N/A—4,687-4,687-100%$687.2K———
SOA Wealth Advisors, Llc.
N/A—4,625-4,625-100%$490.1K———
CacheTech Inc.
N/A—4,600-4,600-100%$674.5K———
SBI Okasan Asset Management Co.Ltd.
N/A—4,600-4,600-100%$682.9K———
Mark Sheptoff Financial Planning, LLC
N/A—4,597-4,597-100%$674.1K———
Teachers Insurance & Annuity Association of America
N/A—4,583-4,583-100%$672.1K———
Stoneridge Investment Partners LLC
N/A—4,577-4,577-100%$661———
Cladis Investment Advisory, LLC
N/A—4,574-4,574-100%$670.8K———
Drake & Associates, LLC
N/A—4,548-4,548-100%$666.9K———
Retirement Income Solutions, Inc
N/A—4,519-4,519-100%$652.7K———
Lavaca Capital LLC
N/A—4,508-4,508-100%$661.1K———
Perennial Investment Advisors, LLC
N/A—4,505-4,505-100%$660.5K———
America First Investment Advisors, LLC
N/A—4,492-4,492-100%$658.7K———
Wealthspire Retirement, LLC
N/A—4,491-4,491-100%$658.5K———
Advance Capital Management, Inc.
N/A—4,475-4,475-100%$656.3K———
Mission Creek Capital Partners, Inc.
N/A—4,454-4,454-100%$653.1K———
SSA Swiss Advisors AG
N/A—4,424-4,424-100%$648.7K———
Ponta Wealth Partners, LLC
N/A—4,402-4,402-100%$645.5K———
Skandinaviska Enskilda Banken AB (publ)
N/A—4,396-4,396-100%$644.6K———
Sequent Asset Management, LLC
N/A—4,388-4,388-100%$643.5K———
Khazanah Nasional Berhad
N/A—4,387-4,387-100%$643.3K———
WealthShield Partners, LLC
N/A—4,362-4,362-100%$639.6K———
Pasadena Private Wealth, LLC
N/A—4,348-4,348-100%$637.5K———
Wellspring Financial Advisors, LLC
N/A—4,346-4,346-100%$637.6K———
Houlihan Financial Resource Group, Ltd.
N/A—4,330-4,330-100%$634.9K———
Peak Planning Group, LLC
N/A—4,327-4,327-100%$634.6K———
Timber Creek Capital Management LLC
N/A—4,300-4,300-100%$630.6K———
Shufro Rose & Co LLC
N/A—4,293-4,293-100%$629.5K———
Blalock Williams, LLC
N/A—4,281-4,281-100%$627.8K———
Cercano Management LLC
N/A—4,272-4,272-100%$626.4K———
Shepherd Wealth Management Ltd Liability Co
N/A—4,247-4,247-100%$611.6K———
Sagewood Asset Management LP
N/A—4,242-4,242-100%$622.0K———
First American Trust, FSB
N/A—4,239-4,239-100%$621.7K———
Chatterton & Associates Inc.
N/A—4,232-4,232-100%$621.5K———
Aventura Private Wealth, LLC
N/A—4,226-4,226-100%$619.7K———
Frazier Financial Advisors, LLC
N/A—4,191-4,191-100%$614.5K———
Cadia Private Client LLC
N/A—4,179-4,179-100%$612.9K———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—4,153-4,153-100%$609.0K———
Yarger Wealth Strategies, LLC
N/A—4,142-4,142-100%$609.1K———
Family Manage LLC
N/A—4,137-4,137-100%$606.7K———
Generation Capital Management LLC
N/A—4,127-4,127-100%$605.2K———
FLC Capital Advisors
N/A—4,119-4,119-100%$604.0K———
Beto Financial Group, LLC
N/A—4,118-4,118-100%$614.1K———
Signet Private Wealth LLC
N/A—4,074-4,074-100%$597.4K———
Northstar Financial Companies, Inc.
N/A—4,069-4,069-100%$596.6K———
Keating Financial Advisory Services, Inc.
N/A—4,057-4,057-100%$594.9K———
Goepper Burkhardt LLC
N/A—4,049-4,049-100%$593.7K———
Mathes Company, Inc.
N/A—4,000-4,000-100%$587.0K———
Winton Group Ltd
N/A—4,000-4,000-100%$586.6K———
Advocacy Wealth Management, LLC
N/A—3,998-3,998-100%$586.3K———
Clifford Group, LLC
N/A—3,995-3,995-100%$585.8K———
Fort Point Capital Partners LLC
N/A—3,990-3,990-100%$585.2K———
Dopkins Wealth Management, LLC
N/A—3,986-3,986-100%$584.5K———
McLaughlin Asset Management, Inc.
N/A—3,985-3,985-100%$584.4K———
EWA, LLC
N/A—3,979-3,979-100%$583.5K———
Sandy Cove Advisors, LLC
N/A—3,971-3,971-100%$582.3K———
One Charles Private Wealth Services, LLC
N/A—3,968-3,968-100%$581.8K———
Pingora Partners LLC
N/A—3,932-3,932-100%$576.6K———
Snowwater Investment Partners, LLC
N/A—3,923-3,923-100%$575.3K———
Fortis Capital Management LLC
N/A—3,920-3,920-100%$574.8K———
NS Partners Ltd
N/A—3,918-3,918-100%$574.5K———
Northwest Quadrant Wealth Management, LLC
N/A—3,914-3,914-100%$574.0K———
Bulltick Wealth Management, LLC
N/A—3,913-3,913-100%$573.8K———
Arrowroot Family Office, LLC
N/A—3,905-3,905-100%$572.6K———
Maimon Wealth Management Ltd.
N/A—3,901-3,901-100%$572.0K———
Northstar Asset Management Inc
N/A—3,857-3,857-100%$565.6K———
Hayek Kallen Investment Management
N/A—3,853-3,853-100%$565.0K———
Pacific SUN Financial Corp
N/A—3,837-3,837-100%$562.7K———
Yukon Wealth Management, Inc.
N/A—3,802-3,802-100%$557.6K———
Castleark Management LLC
N/A—3,800-3,800-100%$557.2K———
Resolute Wealth Strategies, LLC
N/A—3,779-3,779-100%$554.2K———
Planning Alternatives LTD
N/A—3,778-3,778-100%$554.0K———
Disciplined Investors, L.L.C.
N/A—3,775-3,775-100%$553.5K———
Ethos Financial Group, LLC
N/A—3,773-3,773-100%$555.3K———
Adalta Capital Management LLC
N/A—3,770-3,770-100%$552.8K———
Seeds Investor LLC
N/A—3,761-3,761-100%$551.4K———
Betterment LLC
N/A—3,759-3,759-100%$551.0K———
Sompo Asset Management Co., Ltd.
N/A—3,710-3,710-100%$544.0K———
Bay Rivers Group
N/A—3,701-3,701-100%$542.7K———
Kera Capital Partners, Inc.
N/A—3,685-3,685-100%$540.4K———
Heartland Advisors Inc
N/A—3,683-3,683-100%$540.1K———
Winslow Asset Management Inc
N/A—3,651-3,651-100%$535.0K———
DV Trading LLC
N/A—3,613-3,613-100%$529.8K———
Beacon Bridge Wealth Partners, LLC
N/A—3,593-3,593-100%$526.9K———
Star Financial Bank
N/A—3,580-3,580-100%$525.0K———
Compass Capital Corp
N/A—3,578-3,578-100%$515.8K———
VestGen Investment Management
N/A—3,525-3,525-100%$516.9K———
UP Strategic Wealth Investment Advisors LLC
N/A—3,488-3,488-100%$512.1K———
Tiemann Investment Advisors, LLC
N/A—3,484-3,484-100%$511.0K———
Fox Hill Wealth Management
N/A—3,465-3,465-100%$508.1K———
Atlas Legacy Advisors, LLC
N/A—3,464-3,464-100%$508.1K———
Stonebrook Private Inc.
N/A—3,455-3,455-100%$506.6K———
Vista Investment Management
N/A—3,449-3,449-100%$505.8K———
Sunflower Bank, N.A.
N/A—3,384-3,384-100%$496.2K———
Ascension Capital Advisors, Inc.
N/A—3,372-3,372-100%$494.5K———
Fiduciary Wealth Partners, LLC
N/A—3,365-3,365-100%$493.5K———
Bouchey Financial Group, Ltd.
N/A—3,364-3,364-100%$493.3K———
Sachetta, LLC
N/A—3,347-3,347-100%$490.8K———
S&T Bank
N/A—3,338-3,338-100%$489.5K———
Severin Investments, LLC
N/A—3,336-3,336-100%$489.2K———
Harvest Investment Services, LLC
N/A—3,326-3,326-100%$487.7K———
Chesapeake Asset Management LLC
N/A—3,324-3,324-100%$487.4K———
Cullen Capital Management, LLC
N/A—3,323-3,323-100%$487.3K———
Windsor Advisory Group, LLC
N/A—3,314-3,314-100%$486.0K———
Sequent Planning LLC
N/A—3,313-3,313-100%$485.8K———
Magnolia Capital Advisors LLC
N/A—3,301-3,301-100%$484.0K———
Mendel Capital Management LLC
N/A—3,298-3,298-100%$483.7K———
Moment Partners, LLC
N/A—3,280-3,280-100%$481.0K———
Fortress Private Ledger, LLC
N/A—3,273-3,273-100%$480.0K———
Williamson Legacy Group, LLC
N/A—3,264-3,264-100%$478.7K———
Quantitative Investment Management, LLC
N/A—3,253-3,253-100%$477.0K———
Virtu Financial LLC
N/A—3,244-3,244-100%$476.0K———
Aurdan Capital Management, LLC
N/A—3,211-3,211-100%$470.9K———
Capstone Financial Advisors, Inc.
N/A—3,208-3,208-100%$470.5K———
Brand Asset Management Group, Inc.
N/A—3,185-3,185-100%$467.0K———
Passive Capital Management, Llc.
N/A—3,169-3,169-100%$454.1K———
KilterHowling LLC
N/A—3,156-3,156-100%$462.8K———
Pointe Capital Management LLC
N/A—3,150-3,150-100%$461.9K———
Omnia Family Wealth, LLC
N/A—3,122-3,122-100%$457.8K———
Bolthouse Investments, LLC
N/A—3,101-3,101-100%$454.7K———
FCA Corp
N/A—3,100-3,100-100%$454.6K———
Elm Partners Management LLC
N/A—3,074-3,074-100%$450.8K———
Pennington Partners & Co., LLC
N/A—3,063-3,063-100%$449.2K———
McNamara Financial Services, Inc.
N/A—3,045-3,045-100%$446.5K———
GW&K Investment Management, LLC
N/A—3,042-3,042-100%$446.0K———
Inspire Advisors, LLC
N/A—3,030-3,030-100%$444.5K———
RFP Financial Group LLC
N/A—3,028-3,028-100%$444.0K———
Petix & Botte Co
N/A—3,024-3,024-100%$443.4K———
Knightsbridge Asset Management, LLC
N/A—3,021-3,021-100%$443.0K———
SageGuard Financial Group, LLC
N/A—3,020-3,020-100%$442.9K———
Element Wealth, LLC
N/A—3,008-3,008-100%$441.1K———
Clarity Financial LLC
N/A—3,006-3,006-100%$440.9K———
Tradition Wealth Management, LLC
N/A—3,006-3,006-100%$440.8K———
Elgethun Capital Management
N/A—2,991-2,991-100%$438.7K———
Alphadyne Asset Management LP
N/A—2,990-2,990-100%$438.5K———
Ellenbecker Investment Group
N/A—2,972-2,972-100%$435.9K———
Aspire Growth Partners LLC
N/A—2,900-2,900-100%$425.3K———
Ruggaard & Associates LLC
N/A—2,897-2,897-100%$424.8K———
Rockbridge Investment Management, LCC
N/A—2,893-2,893-100%$424.2K———
Olde Wealth Management, LLC
N/A—2,889-2,889-100%$423.0K———
Colter Lewis Investment Partners LLC
N/A—2,884-2,884-100%$422.9K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,869-2,869-100%$420.7K———
Blue Edge Capital, LLC
N/A—2,858-2,858-100%$419.1K———
B & T Capital Management DBA Alpha Capital Management
N/A—2,852-2,852-100%$418.2K———
Twin Focus Capital Partners, LLC
N/A—2,851-2,851-100%$418.0K———
First Financial Bankshares Inc
N/A—2,845-2,845-100%$417.2K———
Bearing Point Capital, LLC
N/A—2,831-2,831-100%$415.1K———
Fortune Financial Advisors, LLC
N/A—2,816-2,816-100%$412.9K———
Crestmont Private Wealth LLC
N/A—2,816-2,816-100%$412.9K———
Morris Financial Concepts, Inc.
N/A—2,813-2,813-100%$412.4K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,800-2,800-100%$410.6K———
Gentry Private Wealth, LLC
N/A—2,799-2,799-100%$410.4K———
Holistic Financial Partners
N/A—2,785-2,785-100%$408.4K———
PAX Financial Group, LLC
N/A—2,776-2,776-100%$407.1K———
Maridea Wealth Management LLC
N/A—2,774-2,774-100%$406.8K———
Berkeley Capital Partners, LLC
N/A—2,755-2,755-100%$403.9K———
Bcgm Wealth Management, LLC
N/A—2,754-2,754-100%$403.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,750-2,750-100%$403.2K———
MTM Financial Group, LLC
N/A—2,741-2,741-100%$401.9K———
Compton Financial Group, LLC
N/A—2,720-2,720-100%$398.9K———
Fiducient Advisors LLC
N/A—2,719-2,719-100%$398.7K———
Aspen Grove Capital, LLC
N/A—2,716-2,716-100%$398.5K———
Riverview Trust Co
N/A—2,700-2,700-100%$395.9K———
Flow Traders U.S. LLC
N/A—2,696-2,696-100%$395.0K———
Fi3 Financial Advisors, LLC
N/A—2,696-2,696-100%$663.8K———
Quantum Portfolio Management LLC
N/A—2,664-2,664-100%$390.6K———
Maxele Advisors, LLC
N/A—2,658-2,658-100%$389.7K———
Bcwm, LLC
N/A—2,657-2,657-100%$389.6K———
Canal Capital Management, LLC
N/A—2,656-2,656-100%$389.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—2,646-2,646-100%$388.0K———
1015 Capital Partners, LLC
N/A—2,642-2,642-100%$387.4K———
Providence Capital Advisors, LLC
N/A—2,636-2,636-100%$386.5K———
Anchor Bay Capital, Inc.
N/A—2,624-2,624-100%$387.4K———
SSI Investment Management LLC
N/A—2,618-2,618-100%$383.9K———
Atalanta Sosnoff Capital, LLC
N/A—2,593-2,593-100%$380.2K———
Hudson Bay Capital Management LP
N/A—2,590-2,590-100%$379.8K———
Hollencrest Capital Management
N/A—2,581-2,581-100%$378.5K———
Pine Harbor Wealth Management, LLC
N/A—2,573-2,573-100%$377.2K———
AFT, Forsyth & Company, Inc.
N/A—2,564-2,564-100%$376.0K———
Bravera Wealth
N/A—2,555-2,555-100%$374.7K———
Flatrock Wealth Partners LLC
N/A—2,552-2,552-100%$374.2K———
Beacon Investment Advisors LLC
N/A—2,546-2,546-100%$373.4K———
LeClair Wealth Partners LLC
N/A—2,535-2,535-100%$371.7K———
Cofg Advisors, LLC
N/A—2,523-2,523-100%$369.9K———
Leigh Baldwin & Co., LLC
N/A—2,512-2,512-100%$368.3K———
Tacita Capital Inc
N/A—2,500-2,500-100%$366.6K———
Paradigm Capital Management Inc
N/A—2,500-2,500-100%$366.6K———
Bantamac Capital, LLC
N/A—2,500-2,500-100%$366.6K———
Pgim Custom Harvest LLC
N/A—2,491-2,491-100%$365.3K———
Oakmont Advisory Group, LLC
N/A—2,490-2,490-100%$365.1K———
RBO & Co LLC
N/A—2,482-2,482-100%$364.0K———
Weik Capital Management
N/A—2,462-2,462-100%$361.0K———
Clarendon Private LLC
N/A—2,452-2,452-100%$359.5K———
Jain Global LLC
N/A—2,449-2,449-100%$359.1K———
FSB Premier Wealth Management, Inc.
N/A—2,424-2,424-100%$355.5K———
Reliant Investment Partners, LLC
N/A—2,421-2,421-100%$355.0K———
Sandro Wealth Management LLC
N/A—2,414-2,414-100%$354.0K———
PCB Capital LLC
N/A—2,413-2,413-100%$353.9K———
Lombard Odier Asset Management (Europe) Ltd
N/A—2,402-2,402-100%$352.2K———
Bayesian Capital Management, LP
N/A—2,400-2,400-100%$351.9K———
Twin Peaks Wealth Advisors, LLC
N/A—2,393-2,393-100%$350.9K———
New World Advisors LLC
N/A—2,392-2,392-100%$350.8K———
Core Wealth Advisors, Inc.
N/A—2,380-2,380-100%$348.9K———
Acorns Advisers, LLC
N/A—2,352-2,352-100%$345.0K———
Landing Point Financial Group, LLC
N/A—2,352-2,352-100%$344.8K———
Copley Financial Group, Inc.
N/A—2,335-2,335-100%$342.4K———
360 Financial, Inc.
N/A—2,332-2,332-100%$342.0K———
PCG Wealth Advisors, LLC
N/A—2,329-2,329-100%$341.5K———
Prasad Wealth Partners, LLC
N/A—2,303-2,303-100%$337.7K———
TCM Advisors, LLC
N/A—2,300-2,300-100%$337.3K———
Hurricane Capital Advisors LLC
N/A—2,300-2,300-100%$337.3K———
Camarda Financial Advisors, LLC
N/A—2,297-2,297-100%$336.9K———
Mosaic Financial Group, LLC
N/A—2,287-2,287-100%$335.0K———
Cascade Financial Partners, LLC
N/A—2,282-2,282-100%$334.6K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,282-2,282-100%$334.6K———
Adapt Wealth Advisors, LLC
N/A—2,255-2,255-100%$330.7K———
LM Advisors LLC
N/A—2,251-2,251-100%$330.0K———
Carr Financial Group Corp
N/A—2,239-2,239-100%$328.4K———
Bellevue Asset Management, LLC
N/A—2,234-2,234-100%$327.7K———
Cannon Wealth Management Services, LLC
N/A—2,232-2,232-100%$327.3K———
Prosperity Bancshares Inc
N/A—2,223-2,223-100%$326.0K———
Daner Wealth Management, LLC
N/A—2,209-2,209-100%$318.7K———
JT Stratford LLC
N/A—2,206-2,206-100%$323.5K———
Edgewood Management LLC
N/A—2,200-2,200-100%$322.6K———
Talon Private Wealth, LLC
N/A—2,200-2,200-100%$322.6K———
Corus Family Wealth Advisors
N/A—2,191-2,191-100%$321.3K———
Sharp Wealth Advisory, LLC
N/A—2,185-2,185-100%$320.4K———
Henson-Edgewater Management, LLC
N/A—2,176-2,176-100%$313.5K———
Saranac Partners Ltd
N/A—2,171-2,171-100%$318.4K———
Legacy Wealth Advisors, LLC
N/A—2,169-2,169-100%$318.1K———
Talisman Wealth Advisors LLC
N/A—2,145-2,145-100%$314.5K———
Latash Investments, LLC
N/A—2,131-2,131-100%$312.5K———
Capital Financial Group Inc\co\
N/A—2,120-2,120-100%$310.9K———
Sun Financial Inc
N/A—2,118-2,118-100%$310.1K———
BOK Financial Private Wealth, Inc.
N/A—2,117-2,117-100%$310.4K———
IFS Group,LLC
N/A—2,106-2,106-100%$308.9K———
Red Wave Investments LLC
N/A—2,093-2,093-100%$307.0K———
Swisher Financial Concepts, Inc.
N/A—2,081-2,081-100%$305.2K———
Caxton Associates LLP
N/A—2,081-2,081-100%$305.2K———
Rice Hall James & Associates, LLC
N/A—2,079-2,079-100%$304.9K———
Wealth Advisors of Iowa, LLC
N/A—2,076-2,076-100%$304.4K———
Stillwater Private Wealth, LLC
N/A—2,063-2,063-100%$297———
Alongside, LLC
N/A—2,059-2,059-100%$301.9K———
49 Wealth Management, LLC
N/A—2,059-2,059-100%$301.9K———
Intellus Advisors LLC
N/A—2,058-2,058-100%$301.8K———
Keyvantage Wealth, LLC
N/A—2,053-2,053-100%$301.1K———
Riverstone Advisors, LLC
N/A—2,040-2,040-100%$299.2K———
Secured Retirement Advisors, LLC
N/A—2,038-2,038-100%$298.9K———
Capula Management Ltd
N/A—2,035-2,035-100%$298.4K———
Alpha Financial Partners LLC
N/A—2,035-2,035-100%$298.4K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,023-2,023-100%$296.7K———
Valtrion Capital Management, LLC
N/A—2,005-2,005-100%$294.1K———
Cohen & Steers, Inc.
N/A—2,000-2,000-100%$293.0K———
CTC Alternative Strategies, Ltd.
N/A—2,000-2,000-100%$293.3K———
Pinney & Scofield, Inc.
N/A—1,998-1,998-100%$293.0K———
First Wilshire Securities Management Inc
N/A—1,990-1,990-100%$291.8K———
Paces Ferry Wealth Advisors, LLC
N/A—1,981-1,981-100%$290.5K———
Burnham & Co LLC
N/A—1,970-1,970-100%$288.9K———
Lbmc Investment Advisors, LLC
N/A—1,969-1,969-100%$288.8K———
Okabena Investment Services Inc
N/A—1,966-1,966-100%$288.3K———
Caitlin John, LLC
N/A—1,960-1,960-100%$287.3K———
Graney & King, LLC
N/A—1,952-1,952-100%$286.2K———
Black Swift Group, LLC
N/A—1,950-1,950-100%$285.9K———
Consilio Wealth Advisors, LLC
N/A—1,949-1,949-100%$285.8K———
Aegis Wealth Management LLC
N/A—1,945-1,945-100%$285.2K———
Clare Market Investments LLC
N/A—1,944-1,944-100%$285.1K———
Estate Planners Group, LLC
N/A—1,929-1,929-100%$282.8K———
Index Technologies Group LLC
N/A—1,914-1,914-100%$280.7K———
Conscious Wealth Investments, LLC
N/A—1,901-1,901-100%$281.5K———
American Money Management, LLC
N/A—1,894-1,894-100%$277.7K———
PSI Advisors, LLC
N/A—1,888-1,888-100%$276.9K———
FWL Investment Management, LLC
N/A—1,883-1,883-100%$276.1K———
Piedmont Capital Management, LLC
N/A—1,865-1,865-100%$273.2K———
US Asset Management LLC
N/A—1,851-1,851-100%$271.4K———
Aimz Investment Advisors, LLC
N/A—1,847-1,847-100%$270.9K———
Arkos Global Advisors
N/A—1,843-1,843-100%$270.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,842-1,842-100%$270.0K———
JMG Financial Group, Ltd.
N/A—1,837-1,837-100%$269.3K———
Laffer Tengler Investments, Inc.
N/A—1,834-1,834-100%$268.9K———
Seldon Capital LP
N/A—1,828-1,828-100%$268.1K———
Caerus Investment Advisors, LLC
N/A—1,823-1,823-100%$267.3K———
Crabel Capital Management, LLC
N/A—1,823-1,823-100%$267.3K———
S Harris Financial Group, LLC
N/A—1,801-1,801-100%$264.1K———
Synergy Investment Management, LLC
N/A—1,793-1,793-100%$262.6K———
Horizon Investment Services, LLC
N/A—1,769-1,769-100%$259.4K———
M3 Advisory Group, LLC
N/A—1,768-1,768-100%$259.3K———
Claret Asset Management Corp
N/A—1,757-1,757-100%$258.0K———
Kahn Brothers Group Inc
N/A—1,752-1,752-100%$256.9K———
IAM Advisory, LLC
N/A—1,750-1,750-100%$256.7K———
Westshore Wealth, LLC
N/A—1,750-1,750-100%$256.6K———
Tulsa Wealth Advisors, Inc
N/A—1,738-1,738-100%$254.8K———
Fiduciary Financial Advisors
N/A—1,737-1,737-100%$253.8K———
Front Row Advisors LLC
N/A—1,737-1,737-100%$252.2K———
R.m.sincerbeaux Capital Management LLC
N/A—1,736-1,736-100%$254.6K———
Rollins Financial Advisors, LLC
N/A—1,736-1,736-100%$254.6K———
Paragon Capital Management LLC
N/A—1,733-1,733-100%$254.1K———
Orcam Financial Group
N/A—1,725-1,725-100%$253.0K———
Rockbridge Asset Management LLC
N/A—1,721-1,721-100%$252.4K———
Wealth Advisors of Tampa Bay, LLC
N/A—1,718-1,718-100%$251.9K———
Forum Private Client Group LLC
N/A—1,714-1,714-100%$251.4K———
Muirfield Wealth Advisors LLC
N/A—1,700-1,700-100%$249.3K———
South Street Advisors LLC
N/A—1,696-1,696-100%$248.8K———
Ballast Advisors LLC
N/A—1,693-1,693-100%$248.3K———
Rialto Wealth Management, LLC
N/A—1,692-1,692-100%$248.1K———
Cornerstone Financial Group, LLC
N/A—1,679-1,679-100%$246.2K———
von Borstel & Associates, Inc.
N/A—1,676-1,676-100%$245.0K———
Napier Financial, LLC
N/A—1,673-1,673-100%$245.3K———
Readystate Asset Management LP
N/A—1,670-1,670-100%$244.9K———
Signal Tree Financial Partners LLC
N/A—1,660-1,660-100%$243.4K———
WJ Financial Advisors LLC
N/A—1,660-1,660-100%$243.4K———
Liberty Square Wealth Partners LLC
N/A—1,643-1,643-100%$240.9K———
Kinetic Wealth Investment Advisors LLC
N/A—1,643-1,643-100%$240.9K———
Measured Wealth Private Client Group, LLC
N/A—1,642-1,642-100%$240.8K———
SIH Partners, Lllp
N/A—1,633-1,633-100%$239.5K———
J. M. Brown & Associates Inc.
N/A—1,618-1,618-100%$237.3K———
M1 Capital Management LLC
N/A—1,614-1,614-100%$236.7K———
Palisades Hudson Asset Management, L.P.
N/A—1,601-1,601-100%$231.0K———
Lansing Street Advisors
N/A—1,589-1,589-100%$233.0K———
Prostatis Group LLC
N/A—1,589-1,589-100%$233.0K———
Wick Capital Partners, LLC
N/A—1,583-1,583-100%$232.1K———
Steadtrust LLC
N/A—1,576-1,576-100%$231.2K———
Parkwoods Wealth Partners, LLC
N/A—1,574-1,574-100%$230.8K———
KEB Asset Management, LLC
N/A—1,571-1,571-100%$230.4K———
MWA Asset Management
N/A—1,569-1,569-100%$230.1K———
Miramar Capital, LLC
N/A—1,567-1,567-100%$229.7K———
Calydon Capital
N/A—1,567-1,567-100%$229.8K———
Wealthspan Partners, LLC
N/A—1,556-1,556-100%$228.2K———
American Financial Advisors, LLC
N/A—1,550-1,550-100%$227.3K———
Stembrook Asset Management, LLC
N/A—1,548-1,548-100%$227.0K———
Everest Private Wealth
N/A—1,546-1,546-100%$226.7K———
Redwood Investment Management, LLC
N/A—1,544-1,544-100%$226.0K———
J Hagan Capital, Inc.
N/A—1,532-1,532-100%$224.7K———
DiPaolo Financial Group, Inc.
N/A—1,530-1,530-100%$224.4K———
Somerset Group LLC
N/A—1,528-1,528-100%$224.7K———
Fourth Dimension Wealth, LLC
N/A—1,522-1,522-100%$223.3K———
Mayport, LLC
N/A—1,514-1,514-100%$222.0K———
Kilter Group LLC
N/A—1,505-1,505-100%$220.7K———
Legacy Financial Group LLC
N/A—1,504-1,504-100%$220.5K———
Ithaka Group LLC
N/A—1,500-1,500-100%$220.0K———
Retirement Planning Group, LLC / NY
N/A—1,495-1,495-100%$219.2K———
Harris Associates L P
N/A—1,494-1,494-100%$219.1K———
Magnolia Private Wealth, LLC
N/A—1,489-1,489-100%$218.3K———
TD Capital Management LLC
N/A—1,489-1,489-100%$218.4K———
Precision Wealth Strategies, LLC
N/A—1,489-1,489-100%$218.3K———
Counterweight Ventures, LLC
N/A—1,485-1,485-100%$217.8K———
Spreng Capital Management, Inc.
N/A—1,457-1,457-100%$213.7K———
JPL Wealth Management, LLC
N/A—1,456-1,456-100%$213.5K———
Select Asset Management & Trust
N/A—1,451-1,451-100%$213.0K———
1248 Management, LLC
N/A—1,447-1,447-100%$212.2K———
OneAscent Wealth Management LLC
N/A—1,443-1,443-100%$211.6K———
Cascades Capital Asset Management, LLC
N/A—1,442-1,442-100%$211.5K———
Vision Retirement, LLC
N/A—1,442-1,442-100%$211.5K———
Horizon Family Wealth, Inc.
N/A—1,442-1,442-100%$211.6K———
Bellars Harris Wealth Management, LLC
N/A—1,440-1,440-100%$211.2K———
Per Stirling Capital Management, Llc.
N/A—1,432-1,432-100%$210.1K———
LifePlan Investment Advisors, Inc.
N/A—1,430-1,430-100%$209.6K———
Intrepid Capital Management Inc
N/A—1,429-1,429-100%$209.5K———
Renaissance Group LLC
N/A—1,423-1,423-100%$208.7K———
Petra Financial Advisors Inc
N/A—1,419-1,419-100%$208.1K———
Orion Capital Management LLC
N/A—1,400-1,400-100%$205.3K———
FWG Holdings, LLC
N/A—1,398-1,398-100%$206.1K———
1 North Wealth Services LLC
N/A—1,396-1,396-100%$204.7K———
Campbell Deegan Wealth Management, LLC
N/A—1,396-1,396-100%$204.8K———
Resolute Capital, LLC
N/A—1,390-1,390-100%$203.8K———
Planning Directions Inc
N/A—1,384-1,384-100%$202.9K———
Vawter Financial, Ltd.
N/A—1,383-1,383-100%$202.8K———
PIN OAK Investment Advisors Inc
N/A—1,377-1,377-100%$202.0K———
Maripau Wealth Management LLC
N/A—1,372-1,372-100%$201.2K———
First Dallas Securities Inc.
N/A—1,365-1,365-100%$200.2K———
Dunhill Financial, LLC
N/A—1,313-1,313-100%$192.3K———
Horizon Bancorp Inc
N/A—1,217-1,217-100%$178.0K———
Raffa Wealth Management, LLC
N/A—1,216-1,216-100%$178.3K———
Security National Bank of Sioux City Iowa
N/A—1,210-1,210-100%$177.4K———
Delos Wealth Advisors, LLC
N/A—1,187-1,187-100%$174.1K———
NI Acquisitions Company, LLC
N/A—1,184-1,184-100%$173.6K———
HFM Investment Advisors, LLC
N/A—1,162-1,162-100%$170.4K———
Godfrey Financial Associates, Inc.
N/A—1,150-1,150-100%$168.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,114-1,114-100%$163.4K———
ESL Trust Services, LLC
N/A—1,087-1,087-100%$159.4K———
Ogorek Anthony Joseph
N/A—1,064-1,064-100%$156.0K———
Concord Investment Counsel Inc.
N/A—1,033-1,033-100%$140.8K———
Tripletail Wealth Management, LLC
N/A—1,031-1,031-100%$156.1K———
Stelac Advisory Services LLC
N/A—1,021-1,021-100%$149.7K———
Core Capital Management & Research, inc.
N/A—1,000-1,000-100%$146.6K———
Quarry LP
N/A—1,000-1,000-100%$146.6K———
Beaird Harris Wealth Management, LLC
N/A—894-894-100%$131.1K———
Kemnay Advisory Services Inc.
N/A—865-865-100%$126.8K———
Operose Advisors LLC
N/A—846-846-100%$124.1K———
Mcguire Capital Advisors Inc
N/A—746-746-100%$109.5K———
Abound Financial, LLC
N/A—739-739-100%$108.4K———
Leo H. Evart, Inc.
N/A—723-723-100%$106.0K———
Ankerstar Wealth, LLC
N/A—678-678-100%$99.5K———
Consultiva Wealth Management, Corp.
N/A—546-546-100%$80.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—538-538-100%$78.9K———
Tanglewood Legacy Advisors, LLC
N/A—512-512-100%$75.1K———
Silicon Valley Capital Partners
N/A—499-499-100%$73.2K———
Westfuller Advisors, LLC
N/A—486-486-100%$71.3K———
Cornerstone Financial Management LLC
N/A—475-475-100%$69.7K———
Timbuktu Capital Management, LLC
N/A—450-450-100%$66.0K———
Hamrick Investment Counsel, llc
N/A—441-441-100%$64.7K———
Copia Wealth Management
N/A—427-427-100%$62.6K———
Regatta Research & Money Management
N/A—426-426-100%$62.4K———
MRP Capital Investments, LLC
N/A—420-420-100%$61.6K———
Security National Bank of SO DAK
N/A—407-407-100%$59.7K———
Conquis Financial LLC
N/A—401-401-100%$58.8K———
LGT Financial Advisors LLC
N/A—330-330-100%$48.4K———
Cbiz Investment Advisory Services, LLC
N/A—307-307-100%$44.3K———
Meeder Asset Management Inc
N/A—303-303-100%$44.4K———
Wellington-Altus USA Inc.
N/A—294-294-100%$42.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—266-266-100%$39.0K———
WealthCollab, LLC
N/A—261-261-100%$38.3K———
Harborfront Financial Group LLC
N/A—261-261-100%$38.3K———
Mpwm Advisory Solutions, LLC
N/A—232-232-100%$34.0K———
Reyl & Cie S.A.
N/A—231-231-100%$33.5K———
Nova Wealth Management, Inc.
N/A—217-217-100%$31.8K———
Bernard Wealth Management Corp.
N/A—210-210-100%$30.8K———
Penserra Capital Management LLC
N/A—195-195-100%$28———
Game Plan Financial Advisors, LLC
N/A—195-195-100%$28.6K———
Imprint Wealth LLC
N/A—166-166-100%$24.3K———
Wiser Advisor Group LLC
N/A—140-140-100%$20.6K———
Atomic Invest LLC
N/A—123-123-100%$18.3K———
Swan Capital LLC
N/A—120-120-100%$17.6K———
Clal Insurance Enterprises Holdings Ltd
N/A—99-99-100%$15———
Kerr Financial Planning Corp
N/A—80-80-100%$11.6K———
Benson Wealth Management Inc
N/A—75-75-100%$11.0K———
Luminist Capital LLC
N/A—69-69-100%$10.1K———
Gould Capital, LLC
N/A—63-63-100%$9.2K———
Marshall Investment Management, LLC
N/A—58-58-100%$8.5K———
Westend Capital Management, LLC
N/A—43-43-100%$6.3K———
Financial Life Planners
N/A—42-42-100%$6.2K———
Investors Portfolio Services LLC
N/A—37-37-100%$5.4K———
Altshuler Shaham Ltd
N/A—30-30-100%$4.4K———
Seneschal Advisors, LLC
N/A—28-28-100%$4.1K———
Osbon Capital Management LLC
N/A—15-15-100%$2.2K———
Vanguard Advisers Inc
N/A—13-13-100%$1.9K———
C M Bidwell & Associates LTD
N/A—12-12-100%$1.8K———
Ross\johnson & Associates LLC
N/A—6-6-100%$880———
Cordant, Inc.
N/A—4-4-100%$649———
Intesa Sanpaolo S.p.A.
N/A—1-1-100%$147———
Boreal Capital Management LLC
N/A—00—$64.1K———
Showing 4157 of 4157 institutions