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Public Service Enterprise GP (PEG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares13,317,432 from 13,217,077
Change+100,355 (+1%)
Value$893.2M (-$175.2M)
Filed 2026-11-06
Amundi
DECREASED
Shares2,973,914 from 3,962,317
Change-988,403 (-25%)
Value$200.3M (-$121.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,656,586 from 2,730,808
Change-74,222 (-3%)
Value$178.9M (-$42.7M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares2,537,407 from 1,557,206
Change+980,201 (+63%)
Value$170.9M (+$44.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,214,715 from 2,031,936
Change+182,779 (+9%)
Value$149.1M (-$15.8M)
Filed 2026-11-04
Hamlin Capital Management, LLC
DECREASED
Shares2,199,421 from 2,246,234
Change-46,813 (-2%)
Value$148.1M (-$34.2M)
Filed 2026-10-08
Pictet Asset Management Holding SA
DECREASED
Shares1,696,544 from 2,757,361
Change-1,060,817 (-38%)
Value$114.2M (-$109.5M)
Filed 2026-11-03
Swedbank AB
INCREASED
Shares1,357,170 from 666,584
Change+690,586 (+104%)
Value$91.4M (+$37.3M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,279,034 from 1,223,066
Change+55,968 (+5%)
Value$86.1M (-$13.1M)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares1,229,298 from 1,284,679
Change-55,381 (-4%)
Value$82.8M (-$21.5M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,222,853 from 1,172,859
Change+49,994 (+4%)
Value$82.3M (-$12.8M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,040,294 from 1,077,434
Change-37,140 (-3%)
Value$70.1M (-$17.4M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares1,022,711 from 657,658
Change+365,053 (+56%)
Value$68.9M (+$15.5M)
Filed 2026-11-04
Sound Shore Management Inc
DECREASED
Shares962,238 from 969,513
Change-7,275 (-1%)
Value$64.8M (-$13.9M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares921,707 from 1,049,989
Change-128,282 (-12%)
Value$62.1M (-$23.1M)
Filed 2026-11-06
Duff & Phelps Investment Management Co
UNCHANGED
Shares810,985 from 810,985
Change0 (0%)
Value$54.6M (-$11.2M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares800,849 from 864,903
Change-64,054 (-7%)
Value$53.9M (-$16.3M)
Filed 2026-11-03
PFA Pension, Forsikringsaktieselskab
NEW
Shares762,542
Change+762,542
Value$51.3M
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED
Shares692,222 from 582,755
Change+109,467 (+19%)
Value$46.6M (-$698.2K)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares673,076 from 386,895
Change+286,181 (+74%)
Value$45.3M (+$13.9M)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares555,683 from 617,337
Change-61,654 (-10%)
Value$37.4M (-$12.7M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares504,441 from 121,619
Change+382,822 (+315%)
Value$34.0M (+$24.1M)
Filed 2026-10-20
AMF Tjanstepension AB
UNCHANGED
Shares470,925 from 470,925
Change0 (0%)
Value$31.7M (-$6.5M)
Filed 2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares443,443 from 443,443
Change0 (0%)
Value$29.9M (-$6.1M)
Filed 2026-10-30
New York State Teachers Retirement System
INCREASED
Shares442,596 from 431,400
Change+11,196 (+3%)
Value$29.8K (-$35.0M)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares372,860 from 389,412
Change-16,552 (-4%)
Value$25.1M (-$6.5M)
Filed 2026-11-06
ASR Vermogensbeheer N.V.
INCREASED
Shares366,475 from 300,462
Change+66,013 (+22%)
Value$24.7M (+$293.3K)
Filed 2026-10-16
Arbejdsmarkedets Tillaegspension
INCREASED
Shares356,700 from 351,500
Change+5,200 (+1%)
Value$24.0M (-$4.5M)
Filed 2026-10-30
Old Republic International Corp
DECREASED
Shares354,000 from 392,500
Change-38,500 (-10%)
Value$23.8K (-$8.1K)
Filed 2026-10-26
CIBC Asset Management Inc
INCREASED
Shares315,140 from 306,497
Change+8,643 (+3%)
Value$21.2M (-$3.7M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares306,955 from 1,186,493
Change-879,538 (-74%)
Value$2.7M (-$93.5M)
Filed 2026-11-06
RWC Asset Management LLP
INCREASED
Shares296,752 from 285,918
Change+10,834 (+4%)
Value$20.0M (-$3.2M)
Filed 2026-10-22
Asset Management One Co., Ltd.
DECREASED
Shares290,896 from 307,416
Change-16,520 (-5%)
Value$19.6M (-$5.4M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares272,865 from 212,041
Change+60,824 (+29%)
Value$18.4M (+$1.2M)
Filed 2026-11-02
Nykredit A/S
INCREASED
Shares232,137 from 193,975
Change+38,162 (+20%)
Value$15.6M (-$110.9K)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares229,554 from 76,303
Change+153,251 (+201%)
Value$15.5M (+$9.3M)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares228,675 from 228,027
Change+648 (+0%)
Value$15.4M (-$3.1M)
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares226,884 from 225,007
Change+1,877 (+1%)
Value$15.3M (-$3.0M)
Filed 2026-10-26
OFI Invest Asset Management
DECREASED
Shares204,665 from 258,068
Change-53,403 (-21%)
Value$12.3M (-$6.2M)
Filed 2026-11-06
Great Lakes Advisors, LLC
DECREASED
Shares198,921 from 251,089
Change-52,168 (-21%)
Value$13.4M (-$7.0M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares195,004 from 179,564
Change+15,440 (+9%)
Value$13.2M (-$1.2M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares191,214 from 198,075
Change-6,861 (-3%)
Value$12.9M (-$3.2M)
Filed 2026-11-02
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares179,752 from 213,366
Change-33,614 (-16%)
Value$12.1M (-$5.2M)
Filed 2026-10-20
First Horizon Corp
INCREASED
Shares174,603 from 171,702
Change+2,901 (+2%)
Value$11.8M (-$2.2M)
Filed 2026-10-26
IFM Investors Pty Ltd
INCREASED
Shares164,906 from 141,136
Change+23,770 (+17%)
Value$11.1M (-$349.8K)
Filed 2026-10-14
Hennessy Advisors Inc
INCREASED
Shares164,790 from 163,790
Change+1,000 (+1%)
Value$11.1M (-$2.2M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares158,624 from 120,372
Change+38,252 (+32%)
Value$10.5M (+$1.3M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
INCREASED
Shares155,766 from 154,268
Change+1,498 (+1%)
Value$10.5M (-$2.0M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares154,368 from 146,810
Change+7,558 (+5%)
Value$10.4M (-$1.5M)
Filed 2026-11-02
Natixis
INCREASED
Shares151,375 from 125,566
Change+25,809 (+21%)
Value$10.2M (+$2.7K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares150,877 from 148,492
Change+2,385 (+2%)
Value$10.2M (-$1.9M)
Filed 2026-10-30
DekaBank Deutsche Girozentrale
INCREASED
Shares148,659 from 113,029
Change+35,630 (+32%)
Value$10.1K (-$9.1M)
Filed 2026-10-27
Florida Trust Wealth Management Co
DECREASED
Shares145,692 from 149,036
Change-3,344 (-2%)
Value$9.8M (-$2.3M)
Filed 2026-11-05
Czech National Bank
INCREASED
Shares143,208 from 141,841
Change+1,367 (+1%)
Value$9.6M (-$1.9M)
Filed 2026-10-13
Illinois Municipal Retirement Fund
INCREASED
Shares139,686 from 81,550
Change+58,136 (+71%)
Value$9.4M (+$2.8M)
Filed 2026-11-05
Arizona State Retirement System
DECREASED
Shares136,099 from 138,391
Change-2,292 (-2%)
Value$9.2M (-$2.1M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares133,953 from 131,243
Change+2,710 (+2%)
Value$9.0M (-$1.6M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares125,707 from 109,737
Change+15,970 (+15%)
Value$8.5M (-$441.1K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares125,266 from 127,566
Change-2,300 (-2%)
Value$8.4M (-$1.9M)
Filed 2026-10-27
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares125,157 from 138,430
Change-13,273 (-10%)
Value$8.4M (-$2.8M)
Filed 2026-10-19
Applied Finance Capital Management, LLC
DECREASED
Shares122,411 from 128,243
Change-5,832 (-5%)
Value$8.2M (-$2.2M)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED
Shares122,289 from 33,535
Change+88,754 (+265%)
Value$9.3M (+$6.6M)
Filed 2026-10-29
ABN Amro Investment Solutions
INCREASED
Shares120,853 from 86,447
Change+34,406 (+40%)
Value$8.1M (+$1.1M)
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares119,330 from 10,289
Change+109,041 (+1060%)
Value$8.0M (+$7.2M)
Filed 2026-10-16
Edge Wealth Management LLC
DECREASED
Shares119,242 from 120,107
Change-865 (-1%)
Value$8.1M (-$1.7M)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares118,349 from 117,562
Change+787 (+1%)
Value$8.0M (-$1.6M)
Filed 2026-11-05
Tompkins Financial Corp
DECREASED
Shares115,980 from 117,098
Change-1,118 (-1%)
Value$7.8M (-$1.7M)
Filed 2026-10-05
Candriam S.C.A.
INCREASED
Shares114,100 from 105,432
Change+8,668 (+8%)
Value$7.7M (-$837.1K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares106,700 from 68,139
Change+38,561 (+57%)
Value$7.2M (+$1.7M)
Filed 2026-10-21
Retirement Systems of Alabama
DECREASED
Shares104,524 from 104,686
Change-162 (0%)
Value$7.0M (-$1.5M)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares102,518 from 95,446
Change+7,072 (+7%)
Value$6.9M (-$842.8K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares97,933 from 102,451
Change-4,518 (-4%)
Value$6.6M (-$1.7M)
Filed 2026-10-26
KBC Group NV
INCREASED
Shares96,301 from 83,431
Change+12,870 (+15%)
Value$6.5K (-$6.8M)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares92,635 from 81,675
Change+10,960 (+13%)
Value$6.2M (-$390.7K)
Filed 2026-11-04
Daiwa Securities Group Inc.
DECREASED
Shares91,800 from 98,325
Change-6,525 (-7%)
Value$6.2M (-$1.8M)
Filed 2026-10-29
Virginia Retirement Systems ET Al
DECREASED
Shares91,700 from 185,700
Change-94,000 (-51%)
Value$6.2M (-$8.9M)
Filed 2026-10-28
Rakuten Investment Management, Inc.
INCREASED
Shares89,455 from 81,530
Change+7,925 (+10%)
Value$6.1M (-$666.2K)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares85,675 from 87,621
Change-1,946 (-2%)
Value$5.8K (-$7.1M)
Filed 2026-10-23
Roffman Miller Associates Inc
NEW
Shares82,578
Change+82,578
Value$5.6M
Filed 2026-10-19
Avanza Fonder AB
INCREASED
Shares80,557 from 67,064
Change+13,493 (+20%)
Value$5.4M (-$18.2K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares79,862 from 800,416
Change-720,554 (-90%)
Value$5.4M (-$59.6M)
Filed 2026-10-21
ProShare Advisors LLC
DECREASED
Shares78,971 from 79,289
Change-318 (0%)
Value$5.3M (-$1.1M)
Filed 2026-10-29
Hudson Edge Investment Partners Inc.
NEW
Shares76,372
Change+76,372
Value$5.1M
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares75,797 from 74,398
Change+1,399 (+2%)
Value$5.1M (-$934.0K)
Filed 2026-10-20
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares75,317 from 33,918
Change+41,399 (+122%)
Value$5.1M (+$2.3M)
Filed 2026-10-26
New York Life Investment Management LLC
INCREASED
Shares74,456 from 74,377
Change+79 (+0%)
Value$5.0M (-$1.0M)
Filed 2026-11-04
Plato Investment Management Ltd
INCREASED
Shares72,002 from 47,045
Change+24,957 (+53%)
Value$4.9M (+$1.1M)
Filed 2026-11-05
AIA Group Ltd
DECREASED
Shares71,730 from 128,176
Change-56,446 (-44%)
Value$4.8M (-$5.6M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares70,951 from 73,110
Change-2,159 (-3%)
Value$4.8M (-$1.2M)
Filed 2026-11-02
Capital Investment Counsel, LLC
INCREASED
Shares69,959 from 69,260
Change+699 (+1%)
Value$4.7M (-$910.1K)
Filed 2026-10-14
Yousif Capital Management, LLC
INCREASED
Shares68,183 from 65,986
Change+2,197 (+3%)
Value$4.6M (-$764.0K)
Filed 2026-10-22
Martin Capital Partners, LLC
INCREASED
Shares67,847 from 67,754
Change+93 (+0%)
Value$4.6M (-$930.0K)
Filed 2026-10-07
Patton Albertson Miller Group, LLC
INCREASED
Shares66,363 from 65,612
Change+751 (+1%)
Value$4.5M (-$856.1K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares65,873 from 67,125
Change-1,252 (-2%)
Value$4.4K (-$5.4M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares65,638 from 48,329
Change+17,309 (+36%)
Value$4.4K (-$3.9M)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares64,942 from 65,501
Change-559 (-1%)
Value$4.4M (-$942.8K)
Filed 2026-10-27
Community Bank, N.A.
INCREASED
Shares62,115 from 62,002
Change+113 (+0%)
Value$4.2M (-$848.6K)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
UNCHANGED
Shares61,266 from 61,266
Change0 (0%)
Value$4.1M (-$846.7K)
Filed 2026-10-30
Valley Wealth Managers, Inc.
INCREASED
Shares61,170 from 58,851
Change+2,319 (+4%)
Value$4.1M (-$657.1K)
Filed 2026-10-09
Generali Asset Management SPA SGR
INCREASED
Shares60,570 from 56,469
Change+4,101 (+7%)
Value$4.1M (-$504.2K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
INCREASED
Shares60,422 from 60,180
Change+242 (+0%)
Value$4.1M (-$815.4K)
Filed 2026-10-14
OP Asset Management Ltd
INCREASED
Shares59,123 from 55,098
Change+4,025 (+7%)
Value$4.0M (-$490.4K)
Filed 2026-11-05
UniSuper Management Pty Ltd
INCREASED
Shares58,388 from 56,188
Change+2,200 (+4%)
Value$3.9M (-$628.4K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares58,309 from 51,490
Change+6,819 (+13%)
Value$3.9M (-$252.4K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares58,204 from 55,268
Change+2,936 (+5%)
Value$3.9M (-$566.1K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares55,493 from 19,574
Change+35,919 (+184%)
Value$3.7M (+$2.2M)
Filed 2026-11-06
Machina Capital S.A.S.
DECREASED
Shares54,484 from 70,982
Change-16,498 (-23%)
Value$3.7M (-$2.1M)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares50,983 from 51,355
Change-372 (-1%)
Value$3.4M (-$734.8K)
Filed 2026-10-23
Alps Advisors Inc
DECREASED
Shares50,376 from 52,826
Change-2,450 (-5%)
Value$3.4M (-$895.0K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares49,650 from 51,206
Change-1,556 (-3%)
Value$3.3M (-$812.6K)
Filed 2026-11-05
Capital City Trust Co
INCREASED
Shares47,989 from 47,539
Change+450 (+1%)
Value$3.2M (-$626.7K)
Filed 2026-10-22
First Premier Bank
DECREASED
Shares47,856 from 52,042
Change-4,186 (-8%)
Value$3.2K (-$1.0K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares47,527 from 47,429
Change+98 (+0%)
Value$3.2M (-$648.8K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares47,298 from 47,273
Change+25 (+0%)
Value$3.2M (-$651.6K)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares47,214 from 48,827
Change-1,613 (-3%)
Value$3.2K (-$4.0M)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares46,416 from 40,411
Change+6,005 (+15%)
Value$3.1M (-$154.1K)
Filed 2026-10-20
High Point Wealth Management, LLC
DECREASED
Shares43,542 from 44,572
Change-1,030 (-2%)
Value$2.9M (-$685.4K)
Filed 2026-11-05
Graham Capital Wealth Management, LLC
DECREASED
Shares42,852 from 43,518
Change-666 (-2%)
Value$2.9M (-$646.2K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares41,616 from 40,649
Change+967 (+2%)
Value$2.8M (-$496.6K)
Filed 2026-11-06
Summit Global Investments
INCREASED
Shares41,378 from 31,733
Change+9,645 (+30%)
Value$2.8K (-$2.6M)
Filed 2026-10-28
Bokf, NA
DECREASED
Shares40,867 from 41,074
Change-207 (0%)
Value$2.8M (-$581.6K)
Filed 2026-10-27
Mission Wealth Management, LP
INCREASED
Shares40,114 from 31,602
Change+8,512 (+27%)
Value$2.7M (+$136.4K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares39,481 from 39,186
Change+295 (+1%)
Value$2.7M (-$521.7K)
Filed 2026-10-13
Ethic Inc.
DECREASED
Shares38,671 from 123,610
Change-84,939 (-69%)
Value$2.6M (-$7.4M)
Filed 2026-11-03
Reaves W H & Co Inc
DECREASED
Shares38,428 from 39,619
Change-1,191 (-3%)
Value$2.6M (-$627.7K)
Filed 2026-11-06
Peddock Capital Advisors, LLC
INCREASED
Shares38,056 from 37,106
Change+950 (+3%)
Value$2.6M (-$448.8K)
Filed 2026-10-16
Gulf International Bank (UK) Ltd
UNCHANGED
Shares37,977 from 37,977
Change0 (0%)
Value$2.6K (-$3.1M)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares37,175 from 28,453
Change+8,722 (+31%)
Value$2.5M (+$194.1K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares36,604 from 38,959
Change-2,355 (-6%)
Value$2.5M (-$697.0K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares36,256 from 32,018
Change+4,238 (+13%)
Value$2.4M (-$157.2K)
Filed 2026-11-06
iA Global Asset Management Inc.
INCREASED
Shares35,335 from 33,302
Change+2,033 (+6%)
Value$2.4K (-$2.7M)
Filed 2026-10-29
John G Ullman & Associates Inc
DECREASED
Shares34,562 from 35,452
Change-890 (-3%)
Value$2.3M (-$549.9K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares33,423 from 23,903
Change+9,520 (+40%)
Value$2.3M (+$310.7K)
Filed 2026-10-23
Chicago Trust Co NA
DECREASED
Shares32,949 from 34,192
Change-1,243 (-4%)
Value$2.2M (-$556.2K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares32,756 from 32,950
Change-194 (-1%)
Value$2.2M (-$468.5K)
Filed 2026-11-05
111 Capital
NEW
Shares32,743
Change+32,743
Value$2.2M
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares31,568 from 18,543
Change+13,025 (+70%)
Value$2.1M (+$620.8K)
Filed 2026-10-23
Miller Howard Investments Inc
INCREASED
Shares30,687 from 30,502
Change+185 (+1%)
Value$2.1M (-$409.1K)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares30,262 from 64,764
Change-34,502 (-53%)
Value$2.0K (-$5.3M)
Filed 2026-10-22
Inspire Trust Co, N.A.
INCREASED
Shares30,000 from 25,000
Change+5,000 (+20%)
Value$2.0M (-$8.8K)
Filed 2026-11-05
Great Lakes Retirement, Inc.
INCREASED
Shares29,769 from 28,539
Change+1,230 (+4%)
Value$2.0M (-$311.6K)
Filed 2026-10-26
Maryland State Retirement & Pension System
INCREASED
Shares29,638 from 27,491
Change+2,147 (+8%)
Value$2.0M (-$235.3K)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares29,592 from 32,052
Change-2,460 (-8%)
Value$2.0M (-$608.6K)
Filed 2026-10-30
Neumann Capital Management, LLC
DECREASED
Shares29,382 from 30,443
Change-1,061 (-3%)
Value$2.0M (-$492.2K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED
Shares28,215 from 41,889
Change-13,674 (-33%)
Value$1.9M (-$1.5M)
Filed 2026-10-21
Inspire Investing, LLC
INCREASED
Shares27,717 from 25,100
Change+2,617 (+10%)
Value$1.9M (-$170.7K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares27,467 from 24,474
Change+2,993 (+12%)
Value$1.8M (-$136.7K)
Filed 2026-10-15
Lionshead Wealth Management, LLC
DECREASED
Shares27,466 from 27,653
Change-187 (-1%)
Value$1.8M (-$394.8K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED
Shares27,248 from 28,137
Change-889 (-3%)
Value$1.8M (-$448.7K)
Filed 2026-10-13
Old Second National Bank of Aurora
DECREASED
Shares27,108 from 27,932
Change-824 (-3%)
Value$1.8M (-$441.5K)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares26,858 from 27,662
Change-804 (-3%)
Value$1.8M (-$436.4K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares26,658 from 26,446
Change+212 (+1%)
Value$1.8M (-$351.3K)
Filed 2026-10-19
Crossmark Global Holdings, Inc.
DECREASED
Shares26,483 from 27,696
Change-1,213 (-4%)
Value$1.8M (-$464.4K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares26,123 from 15,268
Change+10,855 (+71%)
Value$1.9M (+$663.5K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED
Shares25,676 from 25,816
Change-140 (-1%)
Value$1.7M (-$366.2K)
Filed 2026-10-19
Advanced Asset Management Advisors Inc
UNCHANGED
Shares25,482 from 25,482
Change0 (0%)
Value$1.7M (-$352.2K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares25,163 from 30,467
Change-5,304 (-17%)
Value$1.7K (-$2.5M)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares24,899 from 24,899
Change0 (0%)
Value$1.7K (-$2.0M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares24,500 from 25,500
Change-1,000 (-4%)
Value$1.6M (-$419.8K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares24,333 from 14,231
Change+10,102 (+71%)
Value$1.6M (+$483.6K)
Filed 2026-10-29
Dana Investment Advisors, Inc.
DECREASED
Shares23,851 from 25,435
Change-1,584 (-6%)
Value$1.6M (-$458.2K)
Filed 2026-11-06
VCI Wealth Management LLC
NEW
Shares23,576
Change+23,576
Value$1.6M
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares23,500 from 19,475
Change+4,025 (+21%)
Value$1.6M (+$1.9K)
Filed 2026-11-03
LVW Advisors, LLC
INCREASED
Shares23,476 from 6,674
Change+16,802 (+252%)
Value$1.6M (+$1.0M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares23,288 from 25,418
Change-2,130 (-8%)
Value$1.6M (-$494.7K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares22,878 from 22,874
Change+4 (+0%)
Value$1.5M (-$315.8K)
Filed 2026-11-04
Spirit of America Management Corp
INCREASED
Shares22,650 from 21,850
Change+800 (+4%)
Value$1.5M (-$248.1K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares22,494 from 21,297
Change+1,197 (+6%)
Value$1.5M (-$213.6K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares22,081 from 5,694
Change+16,387 (+288%)
Value$1.5M (+$1.0M)
Filed 2026-10-26
Diversified Trust Co
INCREASED
Shares22,042 from 13,174
Change+8,868 (+67%)
Value$1.5M (+$415.1K)
Filed 2026-11-06
Kennedy Investment Group, Inc.
DECREASED
Shares21,891 from 22,067
Change-176 (-1%)
Value$1.5M (-$316.9K)
Filed 2026-10-21
Jacobi Capital Management LLC
DECREASED
Shares21,861 from 23,920
Change-2,059 (-9%)
Value$1.5M (-$469.3K)
Filed 2026-11-05
Legacy Private Trust Co.
DECREASED
Shares21,845 from 21,892
Change-47 (0%)
Value$1.5M (-$305.7K)
Filed 2026-10-06
Old Port Advisors
DECREASED
Shares21,685 from 22,139
Change-454 (-2%)
Value$1.5M (-$336.5K)
Filed 2026-10-23
Bailard, Inc.
INCREASED
Shares21,408 from 19,820
Change+1,588 (+8%)
Value$1.4M (-$167.0K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares21,375 from 23,880
Change-2,505 (-10%)
Value$1.4M (-$498.7K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares20,801 from 13,447
Change+7,354 (+55%)
Value$1.4M (+$309.4K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares20,414 from 20,061
Change+353 (+2%)
Value$1.7M (+$28.6K)
Filed 2026-11-06
Fulton Bank, N.A.
DECREASED
Shares19,791 from 21,163
Change-1,372 (-6%)
Value$1.3M (-$384.9K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares19,754 from 21,299
Change-1,545 (-7%)
Value$1.3M (-$398.4K)
Filed 2026-10-19
Arvest Investments, Inc.
DECREASED
Shares18,857 from 18,975
Change-118 (-1%)
Value$1.3M (-$270.2K)
Filed 2026-10-21
Signature Wealth Management Partners, LLC
UNCHANGED
Shares18,823 from 18,823
Change0 (0%)
Value$1.3M (-$260.1K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares18,801 from 32,069
Change-13,268 (-41%)
Value$1.3M (-$1.3M)
Filed 2026-10-16
Oak Thistle LLC
NEW
Shares18,684
Change+18,684
Value$1.3M
Filed 2026-10-21
Parisi Gray Wealth Management
INCREASED
Shares18,169 from 18,120
Change+49 (+0%)
Value$1.2M (-$247.1K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares17,725 from 17,637
Change+88 (+1%)
Value$1.2M (-$237.9K)
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED
Shares17,617 from 16,324
Change+1,293 (+8%)
Value$1.2M (-$138.5K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares17,381 from 18,794
Change-1,413 (-8%)
Value$1.2M (-$354.9K)
Filed 2026-10-16
Jefferies Financial Group Inc.
INCREASED
Shares17,180 from 8,026
Change+9,154 (+114%)
Value$1.2M (+$505.5K)
Filed 2026-11-05
River Street Advisors LLC
INCREASED
Shares16,794 from 16,169
Change+625 (+4%)
Value$1.1M (-$181.4K)
Filed 2026-10-22
Wiregrass Investment Management LLC
INCREASED
Shares16,711 from 16,585
Change+126 (+1%)
Value$1.1M (-$220.7K)
Filed 2026-11-05
Herold Advisors, Inc.
INCREASED
Shares16,096 from 16,078
Change+18 (+0%)
Value$1.1M (-$221.1K)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares15,894 from 15,845
Change+49 (+0%)
Value$1.1M (-$215.7K)
Filed 2026-10-22
Wealth Quarterback LLC
INCREASED
Shares15,572 from 15,553
Change+19 (+0%)
Value$1.0M (-$213.6K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares15,467 from 11,707
Change+3,760 (+32%)
Value$1.0M (+$91.4K)
Filed 2026-11-04
North Dakota State Investment Board
INCREASED
Shares15,288 from 14,849
Change+439 (+3%)
Value$1.0M (-$175.7K)
Filed 2026-10-27
Trium Capital LLP
DECREASED
Shares15,121 from 19,850
Change-4,729 (-24%)
Value$1.0M (-$592.8K)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares14,944 from 15,603
Change-659 (-4%)
Value$1.0M (-$260.0K)
Filed 2026-10-29
Sterling Capital Management LLC
DECREASED
Shares14,446 from 15,019
Change-573 (-4%)
Value$972.8K (-$246.1K)
Filed 2026-10-22
Advisors Management Group Inc
INCREASED
Shares14,406 from 12,302
Change+2,104 (+17%)
Value$970 (-$997.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares14,352 from 12,857
Change+1,495 (+12%)
Value$966.5K (-$77.7K)
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares14,103 from 12,415
Change+1,688 (+14%)
Value$949.7K (-$57.9K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares13,847 from 13,563
Change+284 (+2%)
Value$993.3K (-$113.8K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares13,598 from 12,630
Change+968 (+8%)
Value$916 (-$1.0M)
Filed 2026-10-14
Leisure Capital Management
DECREASED
Shares13,526 from 13,535
Change-9 (0%)
Value$910.8K (-$187.7K)
Filed 2026-11-03
UMB Bank, n.a.
INCREASED
Shares13,446 from 13,016
Change+430 (+3%)
Value$905.5K (-$150.9K)
Filed 2026-11-06
CRA Financial Services, LLC
INCREASED
Shares13,164 from 13,158
Change+6 (+0%)
Value$886.4K (-$181.4K)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares13,155 from 12,998
Change+157 (+1%)
Value$950.8K (-$83.6K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares13,103 from 11,657
Change+1,446 (+12%)
Value$882.3K (-$63.8K)
Filed 2026-10-28
Securian Asset Management, Inc
DECREASED
Shares12,905 from 13,198
Change-293 (-2%)
Value$869.0K (-$168.9K)
Filed 2026-11-06
Tectonic Advisors LLC
INCREASED
Shares12,807 from 10,321
Change+2,486 (+24%)
Value$862.4K (+$24.8K)
Filed 2026-10-22
MQS Management LLC
INCREASED
Shares12,786 from 2,988
Change+9,798 (+328%)
Value$861.0K (+$618.5K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares12,666 from 6,318
Change+6,348 (+100%)
Value$909.9K (+$403.4K)
Filed 2026-10-13
MRA Advisory Group
INCREASED
Shares12,560 from 12,550
Change+10 (+0%)
Value$845.8K (-$172.7K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED
Shares12,428 from 12,405
Change+23 (+0%)
Value$836.9K (-$169.9K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares12,393 from 12,259
Change+134 (+1%)
Value$834.5K (-$160.4K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares12,269 from 8,786
Change+3,483 (+40%)
Value$826.2K (+$113.1K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares12,228 from 11,480
Change+748 (+7%)
Value$823.4K (-$108.3K)
Filed 2026-11-03
Mezzasalma Advisors, LLC
DECREASED
Shares12,100 from 12,102
Change-2 (0%)
Value$814.8K (-$167.4K)
Filed 2026-10-14
Clear Trail Advisors, LLC
DECREASED
Shares12,045 from 16,411
Change-4,366 (-27%)
Value$811.1K (-$520.8K)
Filed 2026-10-20
Schorn Wealth LLC
UNCHANGED
Shares12,042 from 12,042
Change0 (0%)
Value$810.9K (-$166.4K)
Filed 2026-10-14
Premier Path Wealth Partners, LLC
DECREASED
Shares11,713 from 12,037
Change-324 (-3%)
Value$788.8K (-$188.2K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares11,486 from 11,794
Change-308 (-3%)
Value$809.4K (-$147.8K)
Filed 2026-10-20
Ibex Wealth Advisors
INCREASED
Shares11,150 from 10,445
Change+705 (+7%)
Value$750.8K (-$96.9K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares11,109 from 9,086
Change+2,023 (+22%)
Value$782.9K (+$51.0K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares11,064 from 9,866
Change+1,198 (+12%)
Value$745.1K (-$55.7K)
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares11,034 from 11,130
Change-96 (-1%)
Value$743.0K (-$160.3K)
Filed 2026-10-29
Tobam
DECREASED
Shares11,023 from 13,649
Change-2,626 (-19%)
Value$742 (-$1.1M)
Filed 2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED
Shares10,972 from 10,972
Change0 (0%)
Value$738.9K (-$151.6K)
Filed 2026-11-05
Themes Management Co LLC
DECREASED
Shares10,969 from 12,776
Change-1,807 (-14%)
Value$738.7K (-$298.2K)
Filed 2026-10-29
Harrell Investment Partners, LLC
DECREASED
Shares10,958 from 12,018
Change-1,060 (-9%)
Value$737.9K (-$237.5K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares10,850
Change+10,850
Value$806
Filed 2026-11-03
Tema Etfs LLC
INCREASED
Shares10,603 from 9,688
Change+915 (+9%)
Value$714.0K (-$72.3K)
Filed 2026-10-16
HBK Sorce Advisory LLC
INCREASED
Shares10,428 from 9,867
Change+561 (+6%)
Value$762.3K (+$16.9K)
Filed 2026-11-06
Confluence Wealth Services, Inc.
DECREASED
Shares10,263 from 10,699
Change-436 (-4%)
Value$691.1K (-$177.2K)
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED
Shares10,226 from 10,213
Change+13 (+0%)
Value$688.6K (-$140.3K)
Filed 2026-10-28
Point Windward Advisors Inc.
INCREASED
Shares10,217 from 9,412
Change+805 (+9%)
Value$688.0K (-$75.9K)
Filed 2026-11-06
Clarity Wealth Advisors, LLC
INCREASED
Shares10,061 from 9,963
Change+98 (+1%)
Value$677.5K (-$131.1K)
Filed 2026-10-21
Princeton Global Asset Management LLC
INCREASED
Shares9,879 from 9,873
Change+6 (+0%)
Value$665.3K (-$136.0K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
INCREASED
Shares9,860 from 8,967
Change+893 (+10%)
Value$664.0K (-$63.7K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares9,789 from 8,324
Change+1,465 (+18%)
Value$659.2K (-$16.4K)
Filed 2026-10-08
Columbia Bank
INCREASED
Shares9,755 from 9,480
Change+275 (+3%)
Value$656.9K (-$112.5K)
Filed 2026-10-29
Fortis Group Advisors, LLC
INCREASED
Shares9,721 from 9,720
Change+1 (+0%)
Value$702.4K (-$86.4K)
Filed 2026-11-06
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares9,704 from 9,703
Change+1 (+0%)
Value$653.5K (-$134.0K)
Filed 2026-10-19
San Luis Wealth Advisors LLC
DECREASED
Shares9,324 from 9,576
Change-252 (-3%)
Value$627.9K (-$149.3K)
Filed 2026-10-27
Atticus Wealth Management, LLC
DECREASED
Shares9,188 from 11,643
Change-2,455 (-21%)
Value$618.7K (-$326.2K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares9,160 from 9,113
Change+47 (+1%)
Value$616.8K (-$122.8K)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares9,150 from 12,936
Change-3,786 (-29%)
Value$616.2K (-$433.7K)
Filed 2026-10-30
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares8,901 from 9,087
Change-186 (-2%)
Value$599.4K (-$138.1K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
INCREASED
Shares8,860 from 8,857
Change+3 (+0%)
Value$596.7K (-$122.2K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares8,779 from 8,412
Change+367 (+4%)
Value$652.2K (-$30.6K)
Filed 2026-11-04
Banque Pictet & CIE SA
NEW
Shares8,723
Change+8,723
Value$587.4K
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares8,673 from 8,885
Change-212 (-2%)
Value$584.0K (-$137.1K)
Filed 2026-10-28
Sara-Bay Financial
DECREASED
Shares8,622 from 12,405
Change-3,783 (-30%)
Value$580.6K (-$426.2K)
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares8,608 from 9,688
Change-1,080 (-11%)
Value$579.7K (-$206.6K)
Filed 2026-10-14
Abel Hall, LLC
NEW
Shares8,540
Change+8,540
Value$575.1K
Filed 2026-10-19
Woodmont Investment Counsel LLC
DECREASED
Shares8,422 from 8,947
Change-525 (-6%)
Value$567.1K (-$159.0K)
Filed 2026-10-29
Kenora Financial, LLC
INCREASED
Shares8,398 from 8,299
Change+99 (+1%)
Value$565.5K (-$108.0K)
Filed 2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares8,275 from 8,189
Change+86 (+1%)
Value$557.3K (-$107.4K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
INCREASED
Shares8,234 from 6,999
Change+1,235 (+18%)
Value$554.5K (-$13.6K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares8,191
Change+8,191
Value$551.6K
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares8,062 from 3,398
Change+4,664 (+137%)
Value$591.1K (+$315.3K)
Filed 2026-11-03
Enhancing Capital LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$538.7K (-$110.6K)
Filed 2026-10-26
Montecito Bank & Trust
DECREASED
Shares7,932 from 8,552
Change-620 (-7%)
Value$534.1K (-$159.9K)
Filed 2026-10-01
Merrion Investment Management Co, LLC
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$532.0K (-$109.2K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED
Shares7,896 from 7,896
Change0 (0%)
Value$531.7K (-$109.1K)
Filed 2026-10-09
Keybank National Association
DECREASED
Shares7,889 from 8,092
Change-203 (-3%)
Value$531.2K (-$125.5K)
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares7,851
Change+7,851
Value$528.7K
Filed 2026-11-02
Aaron Wealth Advisors LLC
INCREASED
Shares7,836 from 5,882
Change+1,954 (+33%)
Value$527.7K (+$50.3K)
Filed 2026-10-13
Fisher Asset Management, LLC
INCREASED
Shares7,804 from 7,225
Change+579 (+8%)
Value$525.6K (-$60.8K)
Filed 2026-11-06
Symphony Financial, Ltd. Co.
INCREASED
Shares7,796 from 4,947
Change+2,849 (+58%)
Value$527.3K (+$120.6K)
Filed 2026-10-22
Personal CFO Solutions, LLC
DECREASED
Shares7,772 from 8,247
Change-475 (-6%)
Value$523.4K (-$145.9K)
Filed 2026-11-06
Able Wealth Management LLC
DECREASED
Shares7,699 from 8,715
Change-1,016 (-12%)
Value$528.8K (-$69.2K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares7,683 from 7,551
Change+132 (+2%)
Value$517.4K (-$95.5K)
Filed 2026-10-22
IVC Wealth Advisors LLC
DECREASED
Shares7,520 from 8,324
Change-804 (-10%)
Value$506.4K (-$169.2K)
Filed 2026-10-23
Breakwater Capital Group
INCREASED
Shares7,368 from 7,358
Change+10 (+0%)
Value$496.2K (-$101.0K)
Filed 2026-10-09
Evergreen Capital Management LLC
INCREASED
Shares7,366 from 3,333
Change+4,033 (+121%)
Value$496.0K (+$225.5K)
Filed 2026-10-23
Riversedge Advisors, LLC
NEW
Shares7,333
Change+7,333
Value$493.8K
Filed 2026-10-09
Gateway Investment Advisers LLC
INCREASED
Shares7,232 from 3,645
Change+3,587 (+98%)
Value$487.0K (+$191.1K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares7,183 from 7,053
Change+130 (+2%)
Value$483.7K (-$88.7K)
Filed 2026-11-04
Curated Wealth Partners LLC
NEW
Shares7,171
Change+7,171
Value$482.9K
Filed 2026-10-15
RTD Financial Advisors, Inc.
DECREASED
Shares7,130 from 7,465
Change-335 (-4%)
Value$480.1K (-$125.7K)
Filed 2026-10-09
Ninety One UK Ltd
NEW
Shares7,126
Change+7,126
Value$479.9K
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares7,115 from 7,189
Change-74 (-1%)
Value$479.1K (-$104.3K)
Filed 2026-10-27
Financial Advisory Partners, LLC
DECREASED
Shares7,103 from 7,176
Change-73 (-1%)
Value$478.3K (-$104.2K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares7,045 from 9,745
Change-2,700 (-28%)
Value$474.1K (-$316.8K)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares7,018 from 5,414
Change+1,604 (+30%)
Value$472.6K (+$33.2K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares6,994 from 7,513
Change-519 (-7%)
Value$471.0K (-$138.8K)
Filed 2026-10-15
R Squared Ltd
NEW
Shares6,980
Change+6,980
Value$470.0K
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
NEW
Shares6,974
Change+6,974
Value$469.6K
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares6,973 from 5,893
Change+1,080 (+18%)
Value$493.4K (+$15.1K)
Filed 2026-10-13
Caldwell Trust Co
INCREASED
Shares6,952 from 6,678
Change+274 (+4%)
Value$468.1K (-$73.8K)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares6,886 from 7,174
Change-288 (-4%)
Value$463.7K (-$118.5K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares6,858 from 8,055
Change-1,197 (-15%)
Value$461.8K (-$191.9K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
DECREASED
Shares6,834 from 6,854
Change-20 (0%)
Value$460.2K (-$96.1K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares6,807 from 6,870
Change-63 (-1%)
Value$458.4K (-$99.2K)
Filed 2026-11-02
Cutler Investment Counsel LLC
UNCHANGED
Shares6,768 from 6,768
Change0 (0%)
Value$455.8K (-$93.5K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares6,744 from 10,972
Change-4,228 (-39%)
Value$454.2K (-$436.4K)
Filed 2026-11-05
Abner Herrman & Brock LLC
INCREASED
Shares6,714 from 3,320
Change+3,394 (+102%)
Value$452 (+$183)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares6,668 from 6,797
Change-129 (-2%)
Value$452.7K (-$92.9K)
Filed 2026-11-02
First American Bank
DECREASED
Shares6,624 from 32,449
Change-25,825 (-80%)
Value$446.1K (-$2.2M)
Filed 2026-10-27
Sound Portfolio Advisors, LLC
UNCHANGED
Shares6,548 from 6,548
Change0 (0%)
Value$440.9K (-$90.5K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares6,521 from 4,231
Change+2,290 (+54%)
Value$439.1K (+$95.7K)
Filed 2026-11-04
Brandywine OAK Private Wealth LLC
INCREASED
Shares6,500 from 4,666
Change+1,834 (+39%)
Value$437.7K (+$59.0K)
Filed 2026-10-23
Mendel Money Management
DECREASED
Shares6,435 from 6,610
Change-175 (-3%)
Value$433.3K (-$103.1K)
Filed 2026-11-02
Principle Wealth Partners LLC
UNCHANGED
Shares6,386 from 6,386
Change0 (0%)
Value$430.0K (-$88.3K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares6,368 from 6,371
Change-3 (0%)
Value$428.8K (-$88.2K)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares6,265 from 6,584
Change-319 (-5%)
Value$421.9K (-$112.4K)
Filed 2026-10-22
Vista Capital Partners, Inc.
DECREASED
Shares6,264 from 6,376
Change-112 (-2%)
Value$421.8K (-$95.7K)
Filed 2026-11-06
Haven Capital Group, Inc.
UNCHANGED
Shares6,231 from 6,231
Change0 (0%)
Value$419.6K (-$86.1K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,204 from 6,660
Change-456 (-7%)
Value$417.8K (-$122.7K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
DECREASED
Shares6,203 from 6,369
Change-166 (-3%)
Value$417.7K (-$99.2K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
DECREASED
Shares6,192 from 6,666
Change-474 (-7%)
Value$417.0K (-$124.0K)
Filed 2026-10-21
Howard Wealth Management, LLC
UNCHANGED
Shares6,174 from 6,174
Change0 (0%)
Value$415.8K (-$85.3K)
Filed 2026-10-28
Nvwm, LLC
UNCHANGED
Shares6,156 from 6,156
Change0 (0%)
Value$414.5K (-$85.1K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares6,104 from 5,992
Change+112 (+2%)
Value$438.5K (-$44.1K)
Filed 2026-10-09
Aspect Partners, LLC
INCREASED
Shares6,028 from 2,300
Change+3,728 (+162%)
Value$405.9K (+$219.3K)
Filed 2026-10-20
Apella Capital, LLC
DECREASED
Shares6,027 from 6,800
Change-773 (-11%)
Value$432.4K (-$123.8K)
Filed 2026-10-08
GLR Partners, LLC
DECREASED
Shares5,956 from 5,984
Change-28 (0%)
Value$401.1K (-$84.6K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares5,918 from 4,705
Change+1,213 (+26%)
Value$398.5K (+$16.7K)
Filed 2026-10-05
VestGen Advisors, LLC
INCREASED
Shares5,918 from 5,257
Change+661 (+13%)
Value$398.5K (-$28.1K)
Filed 2026-10-27
Wesbanco Bank Inc
DECREASED
Shares5,880 from 6,520
Change-640 (-10%)
Value$396.0K (-$133.2K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
DECREASED
Shares5,817 from 10,009
Change-4,192 (-42%)
Value$391.7K (-$418.5K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares5,751 from 3,460
Change+2,291 (+66%)
Value$387.3K (+$106.5K)
Filed 2026-10-21
Courier Capital LLC
INCREASED
Shares5,730 from 5,676
Change+54 (+1%)
Value$385.8K (-$74.8K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
INCREASED
Shares5,702 from 5,622
Change+80 (+1%)
Value$384.0K (-$72.3K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
INCREASED
Shares5,644 from 5,469
Change+175 (+3%)
Value$380.1K (-$63.8K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
DECREASED
Shares5,600 from 5,626
Change-26 (0%)
Value$377.1K (-$79.5K)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares5,588 from 6,065
Change-477 (-8%)
Value$376.3K (-$115.9K)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares5,586 from 6,230
Change-644 (-10%)
Value$376.2K (-$101.2K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares5,549 from 5,156
Change+393 (+8%)
Value$373.7K (-$44.8K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
DECREASED
Shares5,530 from 6,131
Change-601 (-10%)
Value$372.4K (-$125.2K)
Filed 2026-11-05
Oslo Pensjonsforsikring AS
INCREASED
Shares5,498 from 4,491
Change+1,007 (+22%)
Value$370.2K (+$5.7K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
INCREASED
Shares5,479 from 5,456
Change+23 (+0%)
Value$369.0K (-$73.9K)
Filed 2026-10-30
MBL Wealth, LLC
NEW
Shares5,470
Change+5,470
Value$368.4K
Filed 2026-10-22
Guinness Asset Management LTD
INCREASED
Shares5,376 from 3,821
Change+1,555 (+41%)
Value$362.0K (+$51.9K)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares5,366
Change+5,366
Value$361.3K
Filed 2026-11-04
Massachusetts Wealth Management
DECREASED
Shares5,350 from 5,450
Change-100 (-2%)
Value$360.3K (-$82.1K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares5,327 from 4,675
Change+652 (+14%)
Value$358.7K (-$20.7K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares5,297
Change+5,297
Value$356.7K
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares5,294 from 4,368
Change+926 (+21%)
Value$356.5K (+$2.0K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares5,263 from 5,263
Change0 (0%)
Value$354.4K (-$72.7K)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares5,258 from 7,492
Change-2,234 (-30%)
Value$354.1K (-$254.0K)
Filed 2026-10-23
Argyle Capital Management, LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$353.5K (-$72.6K)
Filed 2026-10-28
Legacy Advisors, LLC
INCREASED
Shares5,238 from 5,178
Change+60 (+1%)
Value$352.7K (-$67.5K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares5,215 from 4,749
Change+466 (+10%)
Value$351 (-$384.6K)
Filed 2026-10-22
Probity Advisors, Inc.
DECREASED
Shares5,214 from 5,236
Change-22 (0%)
Value$351.1K (-$73.8K)
Filed 2026-10-23
Chartist Inc
UNCHANGED
Shares5,204 from 5,204
Change0 (0%)
Value$350.4K (-$71.9K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED
Shares5,174 from 5,343
Change-169 (-3%)
Value$348.4K (-$85.2K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED
Shares5,084 from 5,605
Change-521 (-9%)
Value$342.4K (-$112.5K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,075 from 4,894
Change+181 (+4%)
Value$341.8K (-$55.5K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,048 from 5,669
Change-621 (-11%)
Value$339.9K (-$120.2K)
Filed 2026-10-27
Cullen Investment Group, Ltd.
DECREASED
Shares5,030 from 12,085
Change-7,055 (-58%)
Value$355.9K (-$624.9K)
Filed 2026-10-13
Brian LOW Financial Group, LLC
INCREASED
Shares5,021 from 4,779
Change+242 (+5%)
Value$338.1K (-$49.8K)
Filed 2026-10-28
StoneRidge PMG Advisors, LLC
NEW
Shares5,014
Change+5,014
Value$338
Filed 2026-11-04
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares5,001 from 5,001
Change0 (0%)
Value$336.8K (-$69.1K)
Filed 2026-10-28
Keystone Financial Planning, Inc.
UNCHANGED
Shares4,983 from 4,983
Change0 (0%)
Value$335.6K (-$68.9K)
Filed 2026-10-08
Exchange Traded Concepts, LLC
INCREASED
Shares4,957 from 4,277
Change+680 (+16%)
Value$333.8K (-$13.3K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares4,954 from 4,947
Change+7 (+0%)
Value$333.6K (-$67.9K)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares4,942 from 4,800
Change+142 (+3%)
Value$332.8K (-$56.8K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares4,939 from 4,458
Change+481 (+11%)
Value$332.6K (-$29.2K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,926 from 5,166
Change-240 (-5%)
Value$331.7K (-$87.5K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares4,904 from 3,060
Change+1,844 (+60%)
Value$330.3K (+$81.9K)
Filed 2026-11-02
Platform Technology Partners
NEW
Shares4,902
Change+4,902
Value$330.1K
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares4,886 from 4,756
Change+130 (+3%)
Value$329.0K (-$57.0K)
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares4,870 from 1,982
Change+2,888 (+146%)
Value$327.9K (+$167.1K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares4,863 from 6,854
Change-1,991 (-29%)
Value$327.5K (-$228.8K)
Filed 2026-10-15
Guardian Partners Inc.
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$326.8K (-$67.1K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares4,814 from 5,154
Change-340 (-7%)
Value$324.2K (-$94.1K)
Filed 2026-10-22
Ritholtz Wealth Management
NEW
Shares4,810
Change+4,810
Value$323.9K
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares4,697 from 4,693
Change+4 (+0%)
Value$316.3K (-$64.6K)
Filed 2026-10-26
Klingman & Associates, LLC
NEW
Shares4,691
Change+4,691
Value$315.9K
Filed 2026-10-20
Clearwave Capital, LLC
INCREASED
Shares4,673 from 4,122
Change+551 (+13%)
Value$314.7K (-$19.8K)
Filed 2026-10-27
Everhart Financial Group, Inc.
NEW
Shares4,653
Change+4,653
Value$313.3K
Filed 2026-10-08
RDA Financial Network
DECREASED
Shares4,653 from 5,996
Change-1,343 (-22%)
Value$313.4K (-$173.3K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares4,643 from 3,848
Change+795 (+21%)
Value$312.6K (+$359)
Filed 2026-11-04
Almanack Investment Partners, Llc.
INCREASED
Shares4,643 from 4,556
Change+87 (+2%)
Value$312.7K (-$57.1K)
Filed 2026-11-03
D.B. Root & Company, LLC
DECREASED
Shares4,636 from 4,790
Change-154 (-3%)
Value$312.2K (-$76.6K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares4,620 from 3,895
Change+725 (+19%)
Value$311.1K (-$5.0K)
Filed 2026-10-27
Hudock, Inc.
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$311.1K (-$63.8K)
Filed 2026-10-14
Cigna Investments Inc
DECREASED
Shares4,615 from 4,762
Change-147 (-3%)
Value$310 (-$385.7K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares4,593 from 4,570
Change+23 (+1%)
Value$309.3K (-$61.6K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares4,561 from 4,818
Change-257 (-5%)
Value$307.1K (-$83.9K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares4,553 from 4,553
Change0 (0%)
Value$306.6K (-$62.9K)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares4,443 from 4,478
Change-35 (-1%)
Value$299.2K (-$64.2K)
Filed 2026-11-05
Prosperity Advisers, LLC
INCREASED
Shares4,431 from 4,344
Change+87 (+2%)
Value$298.4K (-$54.2K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares4,425 from 4,149
Change+276 (+7%)
Value$298.0K (-$38.8K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
DECREASED
Shares4,395 from 5,548
Change-1,153 (-21%)
Value$296 (-$449.7K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares4,380 from 4,330
Change+50 (+1%)
Value$295.0K (-$56.4K)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares4,369 from 1,948
Change+2,421 (+124%)
Value$294.2K (+$136.1K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
DECREASED
Shares4,327 from 5,727
Change-1,400 (-24%)
Value$291.4K (-$173.4K)
Filed 2026-10-28
Midwest Trust Co
INCREASED
Shares4,306 from 4,032
Change+274 (+7%)
Value$290.0K (-$37.3K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares4,291 from 5,381
Change-1,090 (-20%)
Value$289.0K (-$147.8K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
UNCHANGED
Shares4,284 from 4,284
Change0 (0%)
Value$288 (-$60)
Filed 2026-10-05
LBP AM SA
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$284.8K (-$58.5K)
Filed 2026-11-06
Mlp3, LLC
INCREASED
Shares4,213 from 4,202
Change+11 (+0%)
Value$283.7K (-$57.3K)
Filed 2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares4,210 from 4,315
Change-105 (-2%)
Value$283.5K (-$66.7K)
Filed 2026-10-13
Cidel Asset Management Inc
INCREASED
Shares4,199 from 3,869
Change+330 (+9%)
Value$282.8K (-$31.3K)
Filed 2026-10-29
Allegheny Financial Group
DECREASED
Shares4,197 from 4,438
Change-241 (-5%)
Value$282.6K (-$77.6K)
Filed 2026-11-05
Tucker Asset Management LLC
UNCHANGED
Shares4,102 from 4,102
Change0 (0%)
Value$276.2K (-$56.7K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares4,080 from 3,786
Change+294 (+8%)
Value$274.7K (-$32.5K)
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares4,051 from 5,153
Change-1,102 (-21%)
Value$272.8K (-$145.5K)
Filed 2026-11-05
Lyell Wealth Management, LP
UNCHANGED
Shares4,048 from 4,048
Change0 (0%)
Value$272.6K (-$55.9K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
INCREASED
Shares3,997 from 3,914
Change+83 (+2%)
Value$269.1K (-$48.5K)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares3,996 from 3,999
Change-3 (0%)
Value$269.1K (-$55.5K)
Filed 2026-10-26
Luken Investment Analytics, LLC
UNCHANGED
Shares3,989 from 3,989
Change0 (0%)
Value$268.6K (-$55.1K)
Filed 2026-11-06
Sage Private Wealth Group, LLC
NEW
Shares3,986
Change+3,986
Value$268.4K
Filed 2026-10-21
Mcrae Capital Management Inc
DECREASED
Shares3,980 from 4,241
Change-261 (-6%)
Value$268.0K (-$76.1K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares3,954 from 1,382
Change+2,572 (+186%)
Value$266.3K (+$154.1K)
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$266 (-$278.8K)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares3,906 from 4,006
Change-100 (-2%)
Value$263.0K (-$62.1K)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares3,895 from 3,905
Change-10 (0%)
Value$262.3K (-$54.6K)
Filed 2026-11-06
Beacon Bank & Trust
DECREASED
Shares3,853 from 4,733
Change-880 (-19%)
Value$259.5K (-$124.7K)
Filed 2026-10-27
Mystic Asset Management, Inc.
UNCHANGED
Shares3,844 from 3,844
Change0 (0%)
Value$258.9K (-$53.1K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
NEW
Shares3,796
Change+3,796
Value$255.6K
Filed 2026-10-15
Aspiriant, LLC
DECREASED
Shares3,779 from 4,925
Change-1,146 (-23%)
Value$254.5K (-$145.2K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares3,744 from 3,463
Change+281 (+8%)
Value$252.1K (-$28.9K)
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares3,712 from 4,250
Change-538 (-13%)
Value$250.0K (-$95.0K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares3,700 from 4,322
Change-622 (-14%)
Value$249.2K (-$101.6K)
Filed 2026-10-14
Byrne Asset Management LLC
DECREASED
Shares3,700 from 3,868
Change-168 (-4%)
Value$251.2K (-$62.7K)
Filed 2026-10-06
Fulcrum Capital LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$246.1K (-$50.5K)
Filed 2026-10-15
Towercrest Capital Management
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$245.9K (-$50.5K)
Filed 2026-10-23
Single Point Partners, LLC
UNCHANGED
Shares3,645 from 3,645
Change0 (0%)
Value$245.5K (-$50.4K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
NEW
Shares3,639
Change+3,639
Value$245.0K
Filed 2026-11-05
Rosenberg Matthew Hamilton
DECREASED
Shares3,625 from 3,715
Change-90 (-2%)
Value$244.1K (-$57.4K)
Filed 2026-10-05
Claro Advisors Inc.
NEW
Shares3,604
Change+3,604
Value$242.7K
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares3,603 from 3,254
Change+349 (+11%)
Value$242.6K (-$21.5K)
Filed 2026-10-20
CX Institutional
DECREASED
Shares3,594 from 3,996
Change-402 (-10%)
Value$242 (-$82)
Filed 2026-10-02
Csenge Advisory Group
INCREASED
Shares3,591 from 3,566
Change+25 (+1%)
Value$241.8K (-$47.6K)
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$241.2K (-$49.5K)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$240.1K (-$49.3K)
Filed 2026-10-14
Asset Advisory Group, Inc.
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$238.7K (-$49.0K)
Filed 2026-10-20
Virtue Asset Management LLC
DECREASED
Shares3,527 from 4,243
Change-716 (-17%)
Value$237.5K (-$106.9K)
Filed 2026-10-21
Ledyard National Bank
INCREASED
Shares3,501 from 3,439
Change+62 (+2%)
Value$235.8K (-$43.4K)
Filed 2026-10-21
Parcion Private Wealth LLC
DECREASED
Shares3,462 from 4,846
Change-1,384 (-29%)
Value$233.1K (-$160.2K)
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares3,448 from 3,432
Change+16 (+0%)
Value$232.2K (-$46.4K)
Filed 2026-10-13
Soltis Investment Advisors LLC
NEW
Shares3,447
Change+3,447
Value$232.1K
Filed 2026-10-28
Pegasus Asset Management, Inc.
INCREASED
Shares3,446 from 2,949
Change+497 (+17%)
Value$232.1K (-$7.3K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,444 from 3,494
Change-50 (-1%)
Value$231.9K (-$51.7K)
Filed 2026-11-05
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares3,427 from 3,427
Change0 (0%)
Value$230.8K (-$47.4K)
Filed 2026-10-14
Alta Advisers Ltd
NEW
Shares3,425
Change+3,425
Value$230.6K
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares3,385
Change+3,385
Value$227.9K
Filed 2026-10-19
Raleigh Capital Management Inc.
DECREASED
Shares3,381 from 3,433
Change-52 (-2%)
Value$227.7K (-$51.0K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares3,368 from 3,163
Change+205 (+6%)
Value$226.8K (-$29.9K)
Filed 2026-10-22
Summit Investment Advisory Services, LLC
UNCHANGED
Shares3,367 from 3,367
Change0 (0%)
Value$226.7K (-$46.5K)
Filed 2026-11-03
Philadelphia Trust Co
UNCHANGED
Shares3,366 from 3,366
Change0 (0%)
Value$227 (-$272.8K)
Filed 2026-11-05
Sterling Investment Counsel, LLC
DECREASED
Shares3,356 from 3,556
Change-200 (-6%)
Value$226.0K (-$62.6K)
Filed 2026-10-19
EagleClaw Capital Managment, LLC
DECREASED
Shares3,350 from 3,600
Change-250 (-7%)
Value$225.6K (-$66.6K)
Filed 2026-11-06
Guyasuta Investment Advisors Inc
DECREASED
Shares3,340 from 3,379
Change-39 (-1%)
Value$224.9K (-$49.3K)
Filed 2026-10-15
Sterling Financial Planning, Inc.
UNCHANGED
Shares3,314 from 3,314
Change0 (0%)
Value$223.1K (-$45.8K)
Filed 2026-10-28
71 West Capital Partners
INCREASED
Shares3,313 from 3,039
Change+274 (+9%)
Value$223.1K (-$23.5K)
Filed 2026-11-04
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares3,255 from 3,222
Change+33 (+1%)
Value$219.2K (-$42.4K)
Filed 2026-10-29
Alliance Wealth Management Group
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$219.0K (-$44.9K)
Filed 2026-10-29
Eagle Wealth Strategies LLC
DECREASED
Shares3,217 from 3,273
Change-56 (-2%)
Value$216.7K (-$48.9K)
Filed 2026-10-20
Howard Capital Management, LLC
DECREASED
Shares3,208 from 54,587
Change-51,379 (-94%)
Value$216.0K (-$4.2M)
Filed 2026-10-16
Accretive Wealth Partners, LLC
NEW
Shares3,167
Change+3,167
Value$213.2K
Filed 2026-11-06
Kelly Financial Services LLC
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$213.0K (-$43.7K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares3,159 from 2,477
Change+682 (+28%)
Value$212.6K (+$11.6K)
Filed 2026-10-30
Magnus Financial Group LLC
INCREASED
Shares3,159 from 3,131
Change+28 (+1%)
Value$212.7K (-$41.4K)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares3,154 from 3,196
Change-42 (-1%)
Value$212.4K (-$47.0K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
NEW
Shares3,106
Change+3,106
Value$224.5K
Filed 2026-10-13
Univest Financial Corp
UNCHANGED
Shares3,099 from 3,099
Change0 (0%)
Value$208.7K (-$42.8K)
Filed 2026-11-05
Carret Asset Management, LLC
DECREASED
Shares3,091 from 3,272
Change-181 (-6%)
Value$208.1K (-$57.4K)
Filed 2026-11-04
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$207.7K (-$42.6K)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares3,046 from 4,112
Change-1,066 (-26%)
Value$205.1K (-$128.6K)
Filed 2026-11-04
Bull Street Advisors, LLC
UNCHANGED
Shares3,036 from 3,036
Change0 (0%)
Value$204 (-$245.8K)
Filed 2026-10-20
Birch Financial Group, LLC
INCREASED
Shares3,005 from 2,893
Change+112 (+4%)
Value$202.4K (-$32.4K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares3,001 from 3,036
Change-35 (-1%)
Value$202.1K (-$44.3K)
Filed 2026-10-19
Innova Wealth Partners
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$202.0K (-$41.5K)
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares2,998 from 3,058
Change-60 (-2%)
Value$201.9K (-$46.3K)
Filed 2026-11-06
Thoma Capital Management LLC
UNCHANGED
Shares2,997 from 2,997
Change0 (0%)
Value$201.8K (-$41.4K)
Filed 2026-10-19
Green Ridge Wealth Planning LLC
INCREASED
Shares2,988 from 2,986
Change+2 (+0%)
Value$201.2K (-$41.1K)
Filed 2026-10-08
MFG Investments, LLC
NEW
Shares2,987
Change+2,987
Value$201.2K
Filed 2026-10-30
Hanson & Doremus Investment Management
DECREASED
Shares2,948 from 3,108
Change-160 (-5%)
Value$199 (-$251.8K)
Filed 2026-10-16
Hickory Point Bank & Trust
DECREASED
Shares2,752 from 2,792
Change-40 (-1%)
Value$185.3K (-$41.3K)
Filed 2026-10-01
S-Bank Fund Management Ltd
INCREASED
Shares2,663 from 2,534
Change+129 (+5%)
Value$179.3K (-$26.3K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares2,651 from 2,669
Change-18 (-1%)
Value$178.5K (-$38.1K)
Filed 2026-10-30
Central Trust Co
INCREASED
Shares2,627 from 2,586
Change+41 (+2%)
Value$176.9K (-$33.0K)
Filed 2026-11-05
Quaker Wealth Management, LLC
DECREASED
Shares2,618 from 2,843
Change-225 (-8%)
Value$176.3K (-$54.4K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares2,610 from 2,558
Change+52 (+2%)
Value$175.8K (-$31.9K)
Filed 2026-10-27
Cambridge Financial Group, LLC
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$209.2K ($0)
Filed 2026-10-06
True Wealth Design, LLC
INCREASED
Shares2,546 from 919
Change+1,627 (+177%)
Value$171.4K (+$96.9K)
Filed 2026-10-13
Elyxium Wealth, LLC
NEW
Shares2,387
Change+2,387
Value$160.7K
Filed 2026-10-27
Rossby Financial, LCC
DECREASED
Shares2,251 from 2,349
Change-98 (-4%)
Value$151.6K (-$39.1K)
Filed 2026-11-05
Manchester Capital Management LLC
DECREASED
Shares2,226 from 2,327
Change-101 (-4%)
Value$149.9K (-$39.0K)
Filed 2026-10-22
Global Trust Asset Management, LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$146.0K (-$30.0K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares2,084 from 1,824
Change+260 (+14%)
Value$140.3K (-$7.7K)
Filed 2026-10-27
Raiffeisen Bank International AG
NEW
Shares2,078
Change+2,078
Value$140.6K
Filed 2026-10-28
Y.D. More Investments Ltd
INCREASED
Shares1,796 from 1,058
Change+738 (+70%)
Value$120.9K (+$120.7K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares1,791 from 469
Change+1,322 (+282%)
Value$120.6K (+$82.5K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares1,775 from 147
Change+1,628 (+1107%)
Value$119.5K (+$107.6K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares1,769 from 1,765
Change+4 (+0%)
Value$119.1K (-$24.1K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares1,738 from 1,685
Change+53 (+3%)
Value$117.0K (-$19.7K)
Filed 2026-10-08
Richardson Financial Services Inc.
DECREASED
Shares1,735 from 1,805
Change-70 (-4%)
Value$116.8K (-$29.7K)
Filed 2026-10-30
Fulcrum Asset Management LLP
INCREASED
Shares1,714 from 32
Change+1,682 (+5256%)
Value$116.0K (+$113.4K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares1,673 from 1,504
Change+169 (+11%)
Value$112.7K (-$9.4K)
Filed 2026-10-19
Cromwell Holdings LLC
DECREASED
Shares1,621 from 1,686
Change-65 (-4%)
Value$109.2K (-$27.7K)
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares1,598 from 3,196
Change-1,598 (-50%)
Value$107.6K (-$151.8K)
Filed 2026-10-30
Zions Bancorporation, National Association
INCREASED
Shares1,576 from 1,216
Change+360 (+30%)
Value$106.1K (+$7.4K)
Filed 2026-11-06
Reap Financial Group, LLC
INCREASED
Shares1,515 from 1,361
Change+154 (+11%)
Value$102.0K (-$8.5K)
Filed 2026-11-02
St. Johns Investment Management Company, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$101.0K (-$20.7K)
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares1,467
Change+1,467
Value$98.8K
Filed 2026-10-27
Leonteq Securities AG
INCREASED
Shares1,418 from 1,391
Change+27 (+2%)
Value$95.5K (-$17.4K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$94.3K (-$19.4K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,396 from 1,487
Change-91 (-6%)
Value$94.0K (-$26.7K)
Filed 2026-10-05
Hurley Capital, LLC
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$90.4K (-$18.6K)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$88.9K (-$18.2K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
UNCHANGED
Shares1,302 from 1,302
Change0 (0%)
Value$87.7K (-$18.0K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares1,288 from 1,280
Change+8 (+1%)
Value$86.8K (-$17.2K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares1,241 from 1,251
Change-10 (-1%)
Value$83.6K (-$18.0K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares1,229
Change+1,229
Value$82.8K
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$82.0K (-$16.8K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares1,208 from 1,214
Change-6 (0%)
Value$81.3K (-$17.2K)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$78.0K (-$16.0K)
Filed 2026-11-05
Union Savings Bank
DECREASED
Shares1,147 from 1,230
Change-83 (-7%)
Value$77.2K (-$22.6K)
Filed 2026-10-14
First Command Advisory Services, Inc.
INCREASED
Shares1,136 from 33
Change+1,103 (+3342%)
Value$76.5K (+$73.8K)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$76.4K (-$14.7K)
Filed 2026-11-03
Hager Investment Management Services, LLC
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$75.6K (-$15.5K)
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares1,098 from 1,090
Change+8 (+1%)
Value$74.0K (-$14.5K)
Filed 2026-10-01
Montag A & Associates Inc
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$71.9K (-$14.7K)
Filed 2026-10-29
Salomon & Ludwin, LLC
INCREASED
Shares1,058 from 6
Change+1,052 (+17533%)
Value$71.2K (+$70.8K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares1,031 from 17
Change+1,014 (+5965%)
Value$69.4K (+$68.0K)
Filed 2026-10-30
Pittenger & Anderson Inc
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$69.1K (-$14.2K)
Filed 2026-11-02
Mosley Wealth Management
DECREASED
Shares1,018 from 1,106
Change-88 (-8%)
Value$71.5K (-$18.3K)
Filed 2026-10-16
Three Bridge Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$67.3K
Filed 2026-11-05
Vision Financial Markets LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$67.7K (-$12.6K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares982 from 970
Change+12 (+1%)
Value$66.1K (-$12.6K)
Filed 2026-10-23
MTM Investment Management, LLC
INCREASED
Shares973 from 964
Change+9 (+1%)
Value$65.5K (-$12.7K)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares968 from 1,072
Change-104 (-10%)
Value$65.2K (-$17.4K)
Filed 2026-10-30
PFS Partners, LLC
INCREASED
Shares961 from 753
Change+208 (+28%)
Value$64.7K (+$3.6K)
Filed 2026-10-21
GHP Investment Advisors, Inc.
DECREASED
Shares912 from 1,155
Change-243 (-21%)
Value$61.4K (-$32.3K)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$61.3K (-$12.6K)
Filed 2026-11-04
Kimelman & Baird, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$60.6K (-$12.4K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$60.6K (-$12.4K)
Filed 2026-10-23
Southern Michigan Bank & Trust
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$58.9K (-$12.1K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares865 from 937
Change-72 (-8%)
Value$58.2K (-$17.8K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$57.6K (-$11.8K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares804 from 800
Change+4 (+1%)
Value$54.1K (-$10.8K)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$53.9K (-$11.1K)
Filed 2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$53.7K (-$11.0K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares764 from 236
Change+528 (+224%)
Value$52 (-$18.9K)
Filed 2026-10-30
Albion Financial Group
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$51.3K (-$10.5K)
Filed 2026-10-21
Country Trust Bank
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$49.5K (-$10.2K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
DECREASED
Shares732 from 771
Change-39 (-5%)
Value$49.3K (-$13.3K)
Filed 2026-10-23
Kingdom Financial Group Llc.
INCREASED
Shares709 from 702
Change+7 (+1%)
Value$47.7K (-$9.2K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares704 from 824
Change-120 (-15%)
Value$47.4K (-$19.5K)
Filed 2026-10-22
Tower View Wealth Management LLC
INCREASED
Shares701 from 694
Change+7 (+1%)
Value$47.2K (-$9.1K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$46.8K (-$9.6K)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$46.0K (-$9.4K)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares676 from 244,558
Change-243,882 (-100%)
Value$45.6K (-$19.9M)
Filed 2026-10-29
Activest Wealth Management
INCREASED
Shares665 from 59
Change+606 (+1027%)
Value$44.8K (+$40.0K)
Filed 2026-10-15
Peoples Financial Services Corp.
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$44.7K (-$9.2K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
DECREASED
Shares626 from 3,515
Change-2,889 (-82%)
Value$42.1K (-$243.1K)
Filed 2026-11-04
Centerpoint Advisors, LLC
DECREASED
Shares613 from 5,025
Change-4,412 (-88%)
Value$41 (-$408.0K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$40.4K (-$8.3K)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$40.4K (-$8.3K)
Filed 2026-10-20
Marquette Asset Management, LLC
INCREASED
Shares590 from 121
Change+469 (+388%)
Value$39.7K (+$29.9K)
Filed 2026-10-09
TFC Financial Management, Inc.
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$39.7K (-$8.1K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares565 from 533
Change+32 (+6%)
Value$38 (-$5)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
DECREASED
Shares564 from 1,706
Change-1,142 (-67%)
Value$38.0K (-$100.5K)
Filed 2026-11-03
Toth Financial Advisory Corp
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$37.7K (-$7.7K)
Filed 2026-10-08
United Community Bank
INCREASED
Shares559 from 540
Change+19 (+4%)
Value$37.6K (-$6.2K)
Filed 2026-10-28
John Boyer, Inc.
NEW
Shares553
Change+553
Value$37.3K
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares538 from 414
Change+124 (+30%)
Value$36.2K (+$2.6K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$35.2K (-$7.2K)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$35.0K (-$7.2K)
Filed 2026-10-13
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$33.7K (-$6.9K)
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares498 from 636
Change-138 (-22%)
Value$33.6K (-$18.1K)
Filed 2026-11-04
First Community Trust NA
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$32.9K (-$6.7K)
Filed 2026-10-07
MV Capital Management, Inc.
DECREASED
Shares478 from 489
Change-11 (-2%)
Value$32.2K (-$7.5K)
Filed 2026-10-29
Birchbrook, Inc.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$31.4K (-$6.4K)
Filed 2026-10-14
Rothwell Investment Advisors, LLC
NEW
Shares453
Change+453
Value$30.5K
Filed 2026-11-06
Boyd Watterson Asset Management LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$30.2K (-$6.2K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$27.9K (-$5.7K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$33.6K ($0)
Filed 2026-11-05
James T. Borello RIA
INCREASED
Shares400 from 102
Change+298 (+292%)
Value$26.9K (+$18.7K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$26.9K (-$5.5K)
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares386
Change+386
Value$26.0K
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$26.0K (-$4.2K)
Filed 2026-10-23
GoalVest Advisory LLC
INCREASED
Shares356 from 268
Change+88 (+33%)
Value$24.0K (+$2.2K)
Filed 2026-10-02
Farmers & Merchants Investments Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$23.6K (-$4.8K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$22.4K (-$4.6K)
Filed 2026-11-02
IFS Advisors, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$22.1K (-$4.5K)
Filed 2026-10-14
Alpine Bank Wealth Management
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$21.8K (-$4.5K)
Filed 2026-10-16
Fairman Group, LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$21.4K (-$4.4K)
Filed 2026-10-26
Syntax Research, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$21.2K (-$4.4K)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$21.1K (-$4.3K)
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$21.3K (-$3.9K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
DECREASED
Shares301 from 344
Change-43 (-12%)
Value$20.3K (-$7.7K)
Filed 2026-10-07
First Bancorp, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.2K (-$4.1K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.2K (-$4.1K)
Filed 2026-10-15
Chapman Financial Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.2K (-$4.1K)
Filed 2026-10-26
Horizon Financial Services, LLC
DECREASED
Shares286 from 475
Change-189 (-40%)
Value$19.3K (-$19.3K)
Filed 2026-11-04
Montgomery Financial Services LLC
DECREASED
Shares284 from 404
Change-120 (-30%)
Value$19.1K (-$13.7K)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$18.8K (-$3.9K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares265 from 137
Change+128 (+93%)
Value$17.8K (+$6.7K)
Filed 2026-10-29
Laurel Wealth Advisors LLC
NEW
Shares255
Change+255
Value$17.2K
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$15.8K (-$3.0K)
Filed 2026-11-02
Financial Perspectives, Inc
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$14.1K (-$2.9K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares207 from 107
Change+100 (+93%)
Value$13 (+$5)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
NEW
Shares205
Change+205
Value$13.8K
Filed 2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$13.5K (-$2.8K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.5K (-$2.8K)
Filed 2026-10-09
Asset Planning,Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.5K (-$2.8K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$13.1K (-$2.7K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares190 from 184
Change+6 (+3%)
Value$12.8K (-$2.1K)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares184 from 122
Change+62 (+51%)
Value$12.4K (+$2.5K)
Filed 2026-11-05
Fortitude Family Office, LLC
DECREASED
Shares183 from 205
Change-22 (-11%)
Value$12.3K (-$4.3K)
Filed 2026-10-14
Mascoma Wealth Management LLC
INCREASED
Shares175 from 5
Change+170 (+3400%)
Value$11.8K (+$11.4K)
Filed 2026-10-23
Financial Management Professionals, Inc.
INCREASED
Shares173 from 159
Change+14 (+9%)
Value$11.7K (-$1.3K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
DECREASED
Shares169 from 491
Change-322 (-66%)
Value$11.4K (-$28.5K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$11.3K (-$2.3K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares167 from 254
Change-87 (-34%)
Value$11.2K (-$9.4K)
Filed 2026-10-20
Guinness Atkinson Asset Management Inc
INCREASED
Shares166 from 145
Change+21 (+14%)
Value$11.2K (-$590)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares165 from 232
Change-67 (-29%)
Value$11.1K (-$7.7K)
Filed 2026-10-07
Peck Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.1K (-$2.1K)
Filed 2026-10-29
Burk Holdings LLC
INCREASED
Shares144 from 35
Change+109 (+311%)
Value$9.7K (+$6.8K)
Filed 2026-11-05
Bank & Trust Co
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$9.5K (-$1.9K)
Filed 2026-10-07
Coston, McIsaac & Partners
INCREASED
Shares137 from 78
Change+59 (+76%)
Value$9.2K (+$9.2K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares124
Change+124
Value$8.4K
Filed 2026-10-27
DT Investment Partners, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$8.2K (-$1.7K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$8.1K (-$1.7K)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares120 from 14
Change+106 (+757%)
Value$8.1K (+$6.9K)
Filed 2026-10-29
Adirondack Trust Co
DECREASED
Shares117 from 131
Change-14 (-11%)
Value$7.9K (-$2.8K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
DECREASED
Shares109 from 121
Change-12 (-10%)
Value$7.3K (-$2.5K)
Filed 2026-10-20
Summit Securities Group LLC
DECREASED
Shares105 from 116
Change-11 (-9%)
Value$7.1K (-$2.3K)
Filed 2026-11-05
Joseph Group Capital Management
INCREASED
Shares97 from 87
Change+10 (+11%)
Value$6.5K (-$529)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares94 from 90
Change+4 (+4%)
Value$6.3K (-$974)
Filed 2026-10-22
Rachor Investment Advisory Services, LLC
INCREASED
Shares94 from 93
Change+1 (+1%)
Value$6.4K (-$1.2K)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares83 from 77
Change+6 (+8%)
Value$5.6K (-$660)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.3K (-$1.1K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares72 from 77
Change-5 (-6%)
Value$4.8K (-$1.4K)
Filed 2026-11-03
Bare Financial Services, Inc
DECREASED
Shares62 from 77
Change-15 (-19%)
Value$4.2K (-$2.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares60
Change+60
Value$4.0K
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
NEW
Shares60
Change+60
Value$4.0K
Filed 2026-11-05
Gilpin Wealth Management, LLC
NEW
Shares60
Change+60
Value$4.0K
Filed 2026-10-09
Planning Strategies Inc.
INCREASED
Shares58 from 13
Change+45 (+346%)
Value$3.9K (+$2.9K)
Filed 2026-10-02
Arlington Trust Co LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.9K (-$801)
Filed 2026-10-20
Ares Financial Consulting, LLC
DECREASED
Shares53 from 66
Change-13 (-20%)
Value$3.6K (-$1.8K)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares52 from 32
Change+20 (+63%)
Value$3.5K (+$905)
Filed 2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares41 from 60,350
Change-60,309 (-100%)
Value$2.8K (-$4.9M)
Filed 2026-10-15
Fairway Wealth LLC
NEW
Shares40
Change+40
Value$2.7K
Filed 2026-10-30
American Capital Advisory, LLC
INCREASED
Shares39 from 17
Change+22 (+129%)
Value$2.6K (+$1.2K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares36
Change+36
Value$2.4K
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
DECREASED
Shares36 from 37
Change-1 (-3%)
Value$2.4K (-$578)
Filed 2026-10-16
Torren Management, LLC
DECREASED
Shares35 from 36
Change-1 (-3%)
Value$2.4K (-$550)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares30
Change+30
Value$2.0K
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.1K (-$219)
Filed 2026-10-30
High Note Wealth, LLC
DECREASED
Shares27 from 97
Change-70 (-72%)
Value$1.8K (-$6.1K)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
INCREASED
Shares25 from 10
Change+15 (+150%)
Value$1.7K (+$874)
Filed 2026-11-04
Davis Capital Management
INCREASED
Shares25 from 10
Change+15 (+150%)
Value$1.7K (+$872)
Filed 2026-10-08
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.7K (-$345)
Filed 2026-10-16
Valued Wealth Advisors LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.7K (-$345)
Filed 2026-11-05
KFG LLC
NEW
Shares23
Change+23
Value$1.5K
Filed 2026-11-02
WestEnd Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.5K (-$318)
Filed 2026-10-27
Triumph Capital Management
NEW
Shares18
Change+18
Value$1.2K
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares18 from 118
Change-100 (-85%)
Value$1.2K (-$8.4K)
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares17 from 6
Change+11 (+183%)
Value$1.2K (+$631)
Filed 2026-10-26
Creative Financial Designs Inc
NEW
Shares16
Change+16
Value$1.1K
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$943 (-$193)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
NEW
Shares10
Change+10
Value$673
Filed 2026-10-15
Lloyd Advisory Services, Llc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$611 (-$118)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$539 (-$110)
Filed 2026-10-07
DecisionPoint Financial, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$340 (+$18)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$337 (-$69)
Filed 2026-10-21
Maseco LLP
NEW
Shares4
Change+4
Value$269
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares2
Change+2
Value$158
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$135 (-$28)
Filed 2026-10-15
3 Factor Indexing, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$68 (-$95)
Filed 2026-10-15
Rakuten Securities, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$67 (-$14)
Filed 2026-11-02
Klein Pavlis & Peasley Financial, Inc.
CLOSED
Shares0 from 16,215
Change-16,215 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Little House Capital LLC
CLOSED
Shares0 from 10,895
Change-10,895 (-100%)
Value$0 (-$884.3K)
Filed 2026-11-06
GAM Holding AG
CLOSED
Shares0 from 10,158
Change-10,158 (-100%)
Value$0 (-$824.4K)
Filed 2026-11-03
Iams Wealth Management, LLC
CLOSED
Shares0 from 6,721
Change-6,721 (-100%)
Value$0 (-$545.5K)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 6,105
Change-6,105 (-100%)
Value$0 (-$495.5K)
Filed 2026-10-22
Brick & Kyle, Associates
CLOSED
Shares0 from 6,029
Change-6,029 (-100%)
Value$0 (-$488.0K)
Filed 2026-11-05
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$487.0K)
Filed 2026-10-26
Segment Wealth Management, LLC
CLOSED
Shares0 from 5,906
Change-5,906 (-100%)
Value$0 (-$479.3K)
Filed 2026-10-26
Center For Asset Management LLC
CLOSED
Shares0 from 5,771
Change-5,771 (-100%)
Value$0 (-$468.4K)
Filed 2026-10-16
PCG Asset Management, LLC
CLOSED
Shares0 from 5,430
Change-5,430 (-100%)
Value$0 (-$440.7K)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 4,608
Change-4,608 (-100%)
Value$0 (-$367.3K)
Filed 2026-10-16
QTR Family Wealth, LLC
CLOSED
Shares0 from 4,366
Change-4,366 (-100%)
Value$0 (-$354.3K)
Filed 2026-11-02
Hudson Capital Management LLC
CLOSED
Shares0 from 4,127
Change-4,127 (-100%)
Value$0 (-$334.9K)
Filed 2026-10-20
One Way Holdings LLC
CLOSED
Shares0 from 3,470
Change-3,470 (-100%)
Value$0 (-$281.6K)
Filed 2026-10-29
BLB&B Advisors, LLC
CLOSED
Shares0 from 3,153
Change-3,153 (-100%)
Value$0 (-$255.9K)
Filed 2026-10-27
Advisor OS, LLC
CLOSED
Shares0 from 3,045
Change-3,045 (-100%)
Value$0 (-$247.1K)
Filed 2026-11-03
Stewardship Advisors, LLC
CLOSED
Shares0 from 3,045
Change-3,045 (-100%)
Value$0 (-$247.1K)
Filed 2026-10-20
Teza Capital Management LLC
CLOSED
Shares0 from 2,952
Change-2,952 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-23
First Citizens Bank & Trust Co
CLOSED
Shares0 from 2,933
Change-2,933 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 2,922
Change-2,922 (-100%)
Value$0 (-$237.2K)
Filed 2026-10-14
Master's Wealth Management Inc.
CLOSED
Shares0 from 2,871
Change-2,871 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-22
180 Wealth Advisors, LLC
CLOSED
Shares0 from 2,856
Change-2,856 (-100%)
Value$0 (-$231.8K)
Filed 2026-11-03
Virtue Capital Management, LLC
CLOSED
Shares0 from 2,855
Change-2,855 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 2,852
Change-2,852 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 2,833
Change-2,833 (-100%)
Value$0 (-$229.9K)
Filed 2026-11-02
Aprio Wealth Management, LLC
CLOSED
Shares0 from 2,820
Change-2,820 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-28
Chemistry Wealth Management LLC
CLOSED
Shares0 from 2,810
Change-2,810 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-16
Procyon Advisors, LLC
CLOSED
Shares0 from 2,810
Change-2,810 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-21
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 2,807
Change-2,807 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-23
Diversify Advisory Services, LLC
CLOSED
Shares0 from 2,754
Change-2,754 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 2,754
Change-2,754 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-20
Jeppson Wealth Management, LLC
CLOSED
Shares0 from 2,725
Change-2,725 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 2,705
Change-2,705 (-100%)
Value$0 (-$219.5K)
Filed 2026-11-04
Cooper Financial Group
CLOSED
Shares0 from 2,697
Change-2,697 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 2,692
Change-2,692 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-14
Cypress Wealth Services, LLC
CLOSED
Shares0 from 2,687
Change-2,687 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-21
Berman McAleer LLC
CLOSED
Shares0 from 2,679
Change-2,679 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-16
Morton Capital Management LLC
CLOSED
Shares0 from 2,674
Change-2,674 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 2,670
Change-2,670 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-05
Fonville Wealth Management LLC
CLOSED
Shares0 from 2,666
Change-2,666 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-28
Diversified Enterprises, LLC
CLOSED
Shares0 from 2,664
Change-2,664 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-19
Fusion Capital, LLC
CLOSED
Shares0 from 2,619
Change-2,619 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-28
Marion Wealth Management
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-22
Landmark Wealth Management, LLC
CLOSED
Shares0 from 2,591
Change-2,591 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-03
Catalyst Financial Partners LLC
CLOSED
Shares0 from 2,589
Change-2,589 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-06
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 2,574
Change-2,574 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-20
Sowell Financial Services LLC
CLOSED
Shares0 from 2,573
Change-2,573 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-23
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 2,571
Change-2,571 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-04
Grantvest Financial Group LLC
CLOSED
Shares0 from 2,546
Change-2,546 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-21
Focused Alpha, LLC
CLOSED
Shares0 from 2,541
Change-2,541 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
CLOSED
Shares0 from 2,536
Change-2,536 (-100%)
Value$0 (-$205.8K)
Filed 2026-11-06
LiftPoint Family Wealth Advisors LLC
CLOSED
Shares0 from 2,530
Change-2,530 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-03
Auxano Advisors, LLC
CLOSED
Shares0 from 2,524
Change-2,524 (-100%)
Value$0 (-$204.8K)
Filed 2026-11-06
National Wealth Management Group, LLC
CLOSED
Shares0 from 2,506
Change-2,506 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-26
Towerpoint Wealth, LLC
CLOSED
Shares0 from 2,487
Change-2,487 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-13
Nikulski Financial, Inc.
CLOSED
Shares0 from 2,481
Change-2,481 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-06
Inscription Capital, LLC
CLOSED
Shares0 from 2,479
Change-2,479 (-100%)
Value$0 (-$201.2K)
Filed 2026-11-02
Avior Wealth Management, LLC
CLOSED
Shares0 from 2,472
Change-2,472 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,689
Change-1,689 (-100%)
Value$0 (-$137.1K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,039
Change-1,039 (-100%)
Value$0 (-$84.3K)
Filed 2026-11-06
Tsfg, LLC
CLOSED
Shares0 from 944
Change-944 (-100%)
Value$0 (-$77.0K)
Filed 2026-10-23
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$75.9K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$65.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 796
Change-796 (-100%)
Value$0 (-$64.6K)
Filed 2026-10-15
Evermay Wealth Management LLC
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$62.7K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$59.7K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-14
Bayforest Capital Ltd
CLOSED
Shares0 from 523
Change-523 (-100%)
Value$0 (-$42.4K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$41.7K)
Filed 2026-10-20
Costello Asset Management, Inc
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-30
Axiom Investment Management LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$10.0K)
Filed 2026-11-03
Evolution Wealth Management Inc.
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-28
Whipplewood Advisors, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-20
IMG Wealth Management, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-27
Key Capital Management, Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$812)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$568)
Filed 2026-10-23
Clark Wealth Partners
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$569)
Filed 2026-10-19
Breakwater Investment Management
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$487)
Filed 2026-10-20
Navigoe, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$325)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$81)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 53,801,998
Change-53,801,998 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 32,546,782
Change-32,546,782 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 30,386,398
Change-30,386,398 (-100%)
Value—
State Street Corp
N/A
Shares— from 29,481,434
Change-29,481,434 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,876,783
Change-14,876,783 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 10,718,961
Change-10,718,961 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,653,655
Change-7,653,655 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,567,343
Change-7,567,343 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,838,275
Change-6,838,275 (-100%)
Value—
Norges Bank
N/A
Shares— from 6,520,199
Change-6,520,199 (-100%)
Value—
Atlas Infrastructure Partners (UK) Ltd.
N/A
Shares— from 6,163,358
Change-6,163,358 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,099,438
Change-5,099,438 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,600,110
Change-4,600,110 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,442,143
Change-4,442,143 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,428,016
Change-4,428,016 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,296,529
Change-4,296,529 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,901,675
Change-3,901,675 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,339,147
Change-3,339,147 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,119,238
Change-3,119,238 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,023,973
Change-3,023,973 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,862,071
Change-2,862,071 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,798,166
Change-2,798,166 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,655,436
Change-2,655,436 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,126,100
Change-2,126,100 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,791,540
Change-1,791,540 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,750,000
Change-1,750,000 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,749,802
Change-1,749,802 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,734,562
Change-1,734,562 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,672,030
Change-1,672,030 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,560,565
Change-1,560,565 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,488,448
Change-1,488,448 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,432,413
Change-1,432,413 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,406,700
Change-1,406,700 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,390,871
Change-1,390,871 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,387,002
Change-1,387,002 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 1,360,650
Change-1,360,650 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,343,350
Change-1,343,350 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,242,563
Change-1,242,563 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 1,199,814
Change-1,199,814 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,166,158
Change-1,166,158 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,102,743
Change-1,102,743 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,056,979
Change-1,056,979 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,045,176
Change-1,045,176 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 966,343
Change-966,343 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 952,191
Change-952,191 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 869,748
Change-869,748 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 862,545
Change-862,545 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 849,226
Change-849,226 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 828,787
Change-828,787 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 799,406
Change-799,406 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 777,398
Change-777,398 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 756,485
Change-756,485 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 739,111
Change-739,111 (-100%)
Value—
National Pension Service
N/A
Shares— from 732,199
Change-732,199 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 721,300
Change-721,300 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 718,823
Change-718,823 (-100%)
Value—
FMR LLC
N/A
Shares— from 710,714
Change-710,714 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 706,023
Change-706,023 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 692,910
Change-692,910 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 689,319
Change-689,319 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 670,293
Change-670,293 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 651,213
Change-651,213 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 640,908
Change-640,908 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 635,234
Change-635,234 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 620,659
Change-620,659 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 600,500
Change-600,500 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 585,572
Change-585,572 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 576,647
Change-576,647 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 574,368
Change-574,368 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 552,523
Change-552,523 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 548,309
Change-548,309 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 547,694
Change-547,694 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 540,052
Change-540,052 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 539,639
Change-539,639 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 518,442
Change-518,442 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 498,278
Change-498,278 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 490,914
Change-490,914 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 467,036
Change-467,036 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 457,776
Change-457,776 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 448,270
Change-448,270 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 424,868
Change-424,868 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 390,415
Change-390,415 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 387,028
Change-387,028 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 381,172
Change-381,172 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 374,155
Change-374,155 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 372,158
Change-372,158 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 371,009
Change-371,009 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 365,595
Change-365,595 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 359,958
Change-359,958 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 348,160
Change-348,160 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 340,282
Change-340,282 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 334,289
Change-334,289 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 325,174
Change-325,174 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 325,124
Change-325,124 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 315,265
Change-315,265 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 310,574
Change-310,574 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 306,326
Change-306,326 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 280,166
Change-280,166 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 275,067
Change-275,067 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 265,237
Change-265,237 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 264,465
Change-264,465 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 261,886
Change-261,886 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 259,920
Change-259,920 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 257,062
Change-257,062 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 256,275
Change-256,275 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 252,873
Change-252,873 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 240,726
Change-240,726 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 228,810
Change-228,810 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 228,031
Change-228,031 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 220,205
Change-220,205 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 204,810
Change-204,810 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 202,081
Change-202,081 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 197,038
Change-197,038 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 194,489
Change-194,489 (-100%)
Value—
Man Group plc
N/A
Shares— from 192,499
Change-192,499 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 187,663
Change-187,663 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 183,252
Change-183,252 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 179,748
Change-179,748 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 179,347
Change-179,347 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 177,724
Change-177,724 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 175,429
Change-175,429 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 174,897
Change-174,897 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 170,781
Change-170,781 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 163,507
Change-163,507 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 163,013
Change-163,013 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 157,538
Change-157,538 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 154,476
Change-154,476 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 153,667
Change-153,667 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 150,435
Change-150,435 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 150,215
Change-150,215 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 149,518
Change-149,518 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 148,702
Change-148,702 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 143,039
Change-143,039 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 142,274
Change-142,274 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 139,593
Change-139,593 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 134,876
Change-134,876 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 132,587
Change-132,587 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 131,020
Change-131,020 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 114,910
Change-114,910 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 114,016
Change-114,016 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 112,938
Change-112,938 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 112,238
Change-112,238 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 110,454
Change-110,454 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 108,788
Change-108,788 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 106,981
Change-106,981 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 106,084
Change-106,084 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 105,592
Change-105,592 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 105,121
Change-105,121 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 103,092
Change-103,092 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 102,030
Change-102,030 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 92,958
Change-92,958 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 89,803
Change-89,803 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 85,835
Change-85,835 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 82,214
Change-82,214 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 81,690
Change-81,690 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 80,500
Change-80,500 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 79,476
Change-79,476 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 78,343
Change-78,343 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 77,716
Change-77,716 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 76,428
Change-76,428 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 76,364
Change-76,364 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 75,802
Change-75,802 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 75,786
Change-75,786 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 75,098
Change-75,098 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 74,794
Change-74,794 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 74,779
Change-74,779 (-100%)
Value—
&partners
N/A
Shares— from 69,123
Change-69,123 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 68,729
Change-68,729 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 67,858
Change-67,858 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,025
Change-67,025 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 66,975
Change-66,975 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 66,546
Change-66,546 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 65,619
Change-65,619 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 64,463
Change-64,463 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 63,481
Change-63,481 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 62,758
Change-62,758 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 62,462
Change-62,462 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 61,416
Change-61,416 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 60,227
Change-60,227 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 59,091
Change-59,091 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 57,760
Change-57,760 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 57,500
Change-57,500 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 55,998
Change-55,998 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 55,785
Change-55,785 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 55,159
Change-55,159 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 55,041
Change-55,041 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 54,582
Change-54,582 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 52,520
Change-52,520 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,804
Change-50,804 (-100%)
Value—
ING Groep NV
N/A
Shares— from 48,873
Change-48,873 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 48,848
Change-48,848 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 48,734
Change-48,734 (-100%)
Value—
Commerce Bank
N/A
Shares— from 48,471
Change-48,471 (-100%)
Value—
Allstate Corp
N/A
Shares— from 48,385
Change-48,385 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 48,132
Change-48,132 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 47,936
Change-47,936 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 47,829
Change-47,829 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 47,612
Change-47,612 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 47,476
Change-47,476 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 47,103
Change-47,103 (-100%)
Value—
Motco
N/A
Shares— from 46,511
Change-46,511 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 45,826
Change-45,826 (-100%)
Value—
BNP Paribas
N/A
Shares— from 45,598
Change-45,598 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 43,742
Change-43,742 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,031
Change-43,031 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 42,767
Change-42,767 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 41,399
Change-41,399 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 40,302
Change-40,302 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,184
Change-40,184 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 39,894
Change-39,894 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 39,526
Change-39,526 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 39,029
Change-39,029 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 39,013
Change-39,013 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 38,528
Change-38,528 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 37,886
Change-37,886 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 37,275
Change-37,275 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,358
Change-36,358 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 36,316
Change-36,316 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 36,047
Change-36,047 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 35,965
Change-35,965 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 35,776
Change-35,776 (-100%)
Value—
Stephens Inc
N/A
Shares— from 35,694
Change-35,694 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 35,497
Change-35,497 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 34,912
Change-34,912 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 34,425
Change-34,425 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 34,146
Change-34,146 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,091
Change-34,091 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 33,268
Change-33,268 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 32,696
Change-32,696 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,052
Change-32,052 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 31,988
Change-31,988 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 31,525
Change-31,525 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 30,564
Change-30,564 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 30,462
Change-30,462 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 30,439
Change-30,439 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 29,760
Change-29,760 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 29,733
Change-29,733 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 29,601
Change-29,601 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 29,533
Change-29,533 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 29,510
Change-29,510 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 29,413
Change-29,413 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 29,008
Change-29,008 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 28,608
Change-28,608 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 28,225
Change-28,225 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 27,959
Change-27,959 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 27,750
Change-27,750 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 27,650
Change-27,650 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 27,549
Change-27,549 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,021
Change-27,021 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 26,941
Change-26,941 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,908
Change-26,908 (-100%)
Value—
Blair William & Co
N/A
Shares— from 26,639
Change-26,639 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,353
Change-26,353 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 26,027
Change-26,027 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 24,431
Change-24,431 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 24,247
Change-24,247 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 23,897
Change-23,897 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 23,862
Change-23,862 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 23,764
Change-23,764 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 22,963
Change-22,963 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 22,622
Change-22,622 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 21,743
Change-21,743 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,266
Change-21,266 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,211
Change-21,211 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 21,176
Change-21,176 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 20,812
Change-20,812 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 20,374
Change-20,374 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,285
Change-20,285 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 19,954
Change-19,954 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 19,640
Change-19,640 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 19,546
Change-19,546 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 19,417
Change-19,417 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 18,811
Change-18,811 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 18,318
Change-18,318 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 17,924
Change-17,924 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 17,711
Change-17,711 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 17,688
Change-17,688 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 17,562
Change-17,562 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 17,220
Change-17,220 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 17,122
Change-17,122 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 16,897
Change-16,897 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,562
Change-16,562 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 15,977
Change-15,977 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 15,856
Change-15,856 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 15,846
Change-15,846 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 15,588
Change-15,588 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 15,337
Change-15,337 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,276
Change-15,276 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 15,009
Change-15,009 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 14,982
Change-14,982 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 14,977
Change-14,977 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 14,856
Change-14,856 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 14,694
Change-14,694 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,608
Change-14,608 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 14,241
Change-14,241 (-100%)
Value—
Bank OZK
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 12,907
Change-12,907 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 12,884
Change-12,884 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,601
Change-12,601 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,887
Change-11,887 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 11,710
Change-11,710 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 11,386
Change-11,386 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,833
Change-10,833 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 10,337
Change-10,337 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,239
Change-10,239 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 10,069
Change-10,069 (-100%)
Value—
Prudential PLC
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,487
Change-9,487 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,477
Change-9,477 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,259
Change-9,259 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 8,948
Change-8,948 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,714
Change-8,714 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,390
Change-8,390 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 8,189
Change-8,189 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,127
Change-8,127 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 7,383
Change-7,383 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,377
Change-7,377 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,629
Change-3,629 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Ossiam
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 961
Change-961 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 936
Change-936 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 820
Change-820 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
S&T Bank
N/A
Shares— from 799
Change-799 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 690
Change-690 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 676
Change-676 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 676
Change-676 (-100%)
Value—
Allianz SE
N/A
Shares— from 630
Change-630 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 545
Change-545 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 373
Change-373 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 365
Change-365 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 355
Change-355 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 351
Change-351 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 321
Change-321 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 231
Change-231 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 199
Change-199 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 150
Change-150 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 125
Change-125 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
CNB Bank
N/A
Shares— from 54
Change-54 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 45
Change-45 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 36
Change-36 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED13,317,43213,217,077+100,355+1%$1.1B$893.2M-$175.2M2026-11-06
Amundi
DECREASED2,973,9143,962,317-988,403-25%$321.6M$200.3M-$121.3M2026-11-06
Bank of New York Mellon Corp
DECREASED2,656,5862,730,808-74,222-3%$221.6M$178.9M-$42.7M2026-11-05
Deutsche Bank Ag\
INCREASED2,537,4071,557,206+980,201+63%$126.4M$170.9M+$44.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,214,7152,031,936+182,779+9%$164.9M$149.1M-$15.8M2026-11-04
Hamlin Capital Management, LLC
DECREASED2,199,4212,246,234-46,813-2%$182.3M$148.1M-$34.2M2026-10-08
Pictet Asset Management Holding SA
DECREASED1,696,5442,757,361-1,060,817-38%$223.8M$114.2M-$109.5M2026-11-03
Swedbank AB
INCREASED1,357,170666,584+690,586+104%$54.1M$91.4M+$37.3M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,279,0341,223,066+55,968+5%$99.3M$86.1M-$13.1M2026-11-05
Russell Investments Group, Ltd.
DECREASED1,229,2981,284,679-55,381-4%$104.3M$82.8M-$21.5M2026-11-06
LPL Financial LLC
INCREASED1,222,8531,172,859+49,994+4%$95.2M$82.3M-$12.8M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,040,2941,077,434-37,140-3%$87.4M$70.1M-$17.4M2026-10-29
Citigroup Inc
INCREASED1,022,711657,658+365,053+56%$53.4M$68.9M+$15.5M2026-11-04
Sound Shore Management Inc
DECREASED962,238969,513-7,275-1%$78.7M$64.8M-$13.9M2026-11-06
Barclays PLC
DECREASED921,7071,049,989-128,282-12%$85.2M$62.1M-$23.1M2026-11-06
Duff & Phelps Investment Management Co
UNCHANGED810,985810,98500%$65.8M$54.6M-$11.2M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED800,849864,903-64,054-7%$70.2M$53.9M-$16.3M2026-11-03
PFA Pension, Forsikringsaktieselskab
NEW762,542—+762,542——$51.3M—2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED692,222582,755+109,467+19%$47.3M$46.6M-$698.2K2026-11-06
Assenagon Asset Management S.A.
INCREASED673,076386,895+286,181+74%$31.4M$45.3M+$13.9M2026-10-15
Principal Financial Group Inc
DECREASED555,683617,337-61,654-10%$50.1M$37.4M-$12.7M2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED504,441121,619+382,822+315%$9.9M$34.0M+$24.1M2026-10-20
AMF Tjanstepension AB
UNCHANGED470,925470,92500%$38.2M$31.7M-$6.5M2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED443,443443,44300%$36.0M$29.9M-$6.1M2026-10-30
New York State Teachers Retirement System
INCREASED442,596431,400+11,196+3%$35.0M$29.8K-$35.0M2026-10-22
PNC Financial Services Group, Inc.
DECREASED372,860389,412-16,552-4%$31.6M$25.1M-$6.5M2026-11-06
ASR Vermogensbeheer N.V.
INCREASED366,475300,462+66,013+22%$24.4M$24.7M+$293.3K2026-10-16
Arbejdsmarkedets Tillaegspension
INCREASED356,700351,500+5,200+1%$28.5M$24.0M-$4.5M2026-10-30
Old Republic International Corp
DECREASED354,000392,500-38,500-10%$31.9K$23.8K-$8.1K2026-10-26
CIBC Asset Management Inc
INCREASED315,140306,497+8,643+3%$24.9M$21.2M-$3.7M2026-11-05
Aberdeen Group plc
DECREASED306,9551,186,493-879,538-74%$96.3M$2.7M-$93.5M2026-11-06
RWC Asset Management LLP
INCREASED296,752285,918+10,834+4%$23.2M$20.0M-$3.2M2026-10-22
Asset Management One Co., Ltd.
DECREASED290,896307,416-16,520-5%$24.9M$19.6M-$5.4M2026-10-27
Creative Planning
INCREASED272,865212,041+60,824+29%$17.2M$18.4M+$1.2M2026-11-02
Nykredit A/S
INCREASED232,137193,975+38,162+20%$15.7M$15.6M-$110.9K2026-11-06
Swiss Life Asset Management Ltd
INCREASED229,55476,303+153,251+201%$6.2M$15.5M+$9.3M2026-11-03
Glenview Trust Co
INCREASED228,675228,027+648+0%$18.5M$15.4M-$3.1M2026-10-28
GW Henssler & Associates LTD
INCREASED226,884225,007+1,877+1%$18.3M$15.3M-$3.0M2026-10-26
OFI Invest Asset Management
DECREASED204,665258,068-53,403-21%$18.5M$12.3M-$6.2M2026-11-06
Great Lakes Advisors, LLC
DECREASED198,921251,089-52,168-21%$20.4M$13.4M-$7.0M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED195,004179,564+15,440+9%$14.4M$13.2M-$1.2M2026-11-04
Commonwealth Equity Services, LLC
DECREASED191,214198,075-6,861-3%$16.1M$12.9M-$3.2M2026-11-02
Kepler Cheuvreux (Suisse) SA
DECREASED179,752213,366-33,614-16%$17.3M$12.1M-$5.2M2026-10-20
First Horizon Corp
INCREASED174,603171,702+2,901+2%$13.9M$11.8M-$2.2M2026-10-26
IFM Investors Pty Ltd
INCREASED164,906141,136+23,770+17%$11.5M$11.1M-$349.8K2026-10-14
Hennessy Advisors Inc
INCREASED164,790163,790+1,000+1%$13.3M$11.1M-$2.2M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED158,624120,372+38,252+32%$9.2M$10.5M+$1.3M2026-10-13
State of New Jersey Common Pension Fund D
INCREASED155,766154,268+1,498+1%$12.5M$10.5M-$2.0M2026-11-05
MacKenzie Financial Corp
INCREASED154,368146,810+7,558+5%$11.9M$10.4M-$1.5M2026-11-02
Natixis
INCREASED151,375125,566+25,809+21%$10.2M$10.2M+$2.7K2026-11-06
Truist Financial Corp
INCREASED150,877148,492+2,385+2%$12.1M$10.2M-$1.9M2026-10-30
DekaBank Deutsche Girozentrale
INCREASED148,659113,029+35,630+32%$9.1M$10.1K-$9.1M2026-10-27
Florida Trust Wealth Management Co
DECREASED145,692149,036-3,344-2%$12.1M$9.8M-$2.3M2026-11-05
Czech National Bank
INCREASED143,208141,841+1,367+1%$11.5M$9.6M-$1.9M2026-10-13
Illinois Municipal Retirement Fund
INCREASED139,68681,550+58,136+71%$6.6M$9.4M+$2.8M2026-11-05
Arizona State Retirement System
DECREASED136,099138,391-2,292-2%$11.2M$9.2M-$2.1M2026-11-03
Calamos Advisors LLC
INCREASED133,953131,243+2,710+2%$10.7M$9.0M-$1.6M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED125,707109,737+15,970+15%$8.9M$8.5M-$441.1K2026-11-03
State of Michigan Retirement System
DECREASED125,266127,566-2,300-2%$10.4M$8.4M-$1.9M2026-10-27
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED125,157138,430-13,273-10%$11.2M$8.4M-$2.8M2026-10-19
Applied Finance Capital Management, LLC
DECREASED122,411128,243-5,832-5%$10.4M$8.2M-$2.2M2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED122,28933,535+88,754+265%$2.7M$9.3M+$6.6M2026-10-29
ABN Amro Investment Solutions
INCREASED120,85386,447+34,406+40%$7.0M$8.1M+$1.1M2026-10-21
Y-Intercept (Hong Kong) Ltd
INCREASED119,33010,289+109,041+1060%$835.1K$8.0M+$7.2M2026-10-16
Edge Wealth Management LLC
DECREASED119,242120,107-865-1%$9.7M$8.1M-$1.7M2026-10-13
Fifth Third Bancorp
INCREASED118,349117,562+787+1%$9.5M$8.0M-$1.6M2026-11-05
Tompkins Financial Corp
DECREASED115,980117,098-1,118-1%$9.5M$7.8M-$1.7M2026-10-05
Candriam S.C.A.
INCREASED114,100105,432+8,668+8%$8.5M$7.7M-$837.1K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
INCREASED106,70068,139+38,561+57%$5.5M$7.2M+$1.7M2026-10-21
Retirement Systems of Alabama
DECREASED104,524104,686-1620%$8.5M$7.0M-$1.5M2026-11-04
Xponance LLC
INCREASED102,51895,446+7,072+7%$7.7M$6.9M-$842.8K2026-11-03
Oppenheimer & Co Inc
DECREASED97,933102,451-4,518-4%$8.3M$6.6M-$1.7M2026-10-26
KBC Group NV
INCREASED96,30183,431+12,870+15%$6.8M$6.5K-$6.8M2026-10-22
Neos Investment Management LLC
INCREASED92,63581,675+10,960+13%$6.6M$6.2M-$390.7K2026-11-04
Daiwa Securities Group Inc.
DECREASED91,80098,325-6,525-7%$8.0M$6.2M-$1.8M2026-10-29
Virginia Retirement Systems ET Al
DECREASED91,700185,700-94,000-51%$15.1M$6.2M-$8.9M2026-10-28
Rakuten Investment Management, Inc.
INCREASED89,45581,530+7,925+10%$6.7M$6.1M-$666.2K2026-10-30
Amalgamated Bank
DECREASED85,67587,621-1,946-2%$7.1M$5.8K-$7.1M2026-10-23
Roffman Miller Associates Inc
NEW82,578—+82,578——$5.6M—2026-10-19
Avanza Fonder AB
INCREASED80,55767,064+13,493+20%$5.4M$5.4M-$18.2K2026-10-13
Assetmark, Inc
DECREASED79,862800,416-720,554-90%$65.0M$5.4M-$59.6M2026-10-21
ProShare Advisors LLC
DECREASED78,97179,289-3180%$6.4M$5.3M-$1.1M2026-10-29
Hudson Edge Investment Partners Inc.
NEW76,372—+76,372——$5.1M—2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED75,79774,398+1,399+2%$6.0M$5.1M-$934.0K2026-10-20
Ag2r LA Mondiale Gestion D'actifs
INCREASED75,31733,918+41,399+122%$2.8M$5.1M+$2.3M2026-10-26
New York Life Investment Management LLC
INCREASED74,45674,377+79+0%$6.0M$5.0M-$1.0M2026-11-04
Plato Investment Management Ltd
INCREASED72,00247,045+24,957+53%$3.8M$4.9M+$1.1M2026-11-05
AIA Group Ltd
DECREASED71,730128,176-56,446-44%$10.4M$4.8M-$5.6M2026-10-30
Kestra Advisory Services, LLC
DECREASED70,95173,110-2,159-3%$5.9M$4.8M-$1.2M2026-11-02
Capital Investment Counsel, LLC
INCREASED69,95969,260+699+1%$5.6M$4.7M-$910.1K2026-10-14
Yousif Capital Management, LLC
INCREASED68,18365,986+2,197+3%$5.4M$4.6M-$764.0K2026-10-22
Martin Capital Partners, LLC
INCREASED67,84767,754+93+0%$5.5M$4.6M-$930.0K2026-10-07
Patton Albertson Miller Group, LLC
INCREASED66,36365,612+751+1%$5.3M$4.5M-$856.1K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED65,87367,125-1,252-2%$5.4M$4.4K-$5.4M2026-11-02
Thrivent Financial for Lutherans
INCREASED65,63848,329+17,309+36%$3.9M$4.4K-$3.9M2026-11-05
KCM Investment Advisors LLC
DECREASED64,94265,501-559-1%$5.3M$4.4M-$942.8K2026-10-27
Community Bank, N.A.
INCREASED62,11562,002+113+0%$5.0M$4.2M-$848.6K2026-11-06
Oregon Public Employees Retirement Fund
UNCHANGED61,26661,26600%$5.0M$4.1M-$846.7K2026-10-30
Valley Wealth Managers, Inc.
INCREASED61,17058,851+2,319+4%$4.8M$4.1M-$657.1K2026-10-09
Generali Asset Management SPA SGR
INCREASED60,57056,469+4,101+7%$4.6M$4.1M-$504.2K2026-10-26
Traphagen Investment Advisors LLC
INCREASED60,42260,180+242+0%$4.9M$4.1M-$815.4K2026-10-14
OP Asset Management Ltd
INCREASED59,12355,098+4,025+7%$4.5M$4.0M-$490.4K2026-11-05
UniSuper Management Pty Ltd
INCREASED58,38856,188+2,200+4%$4.6M$3.9M-$628.4K2026-10-26
Nisa Investment Advisors, LLC
INCREASED58,30951,490+6,819+13%$4.2M$3.9M-$252.4K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED58,20455,268+2,936+5%$4.5M$3.9M-$566.1K2026-10-13
Savant Capital, LLC
INCREASED55,49319,574+35,919+184%$1.6M$3.7M+$2.2M2026-11-06
Machina Capital S.A.S.
DECREASED54,48470,982-16,498-23%$5.8M$3.7M-$2.1M2026-11-05
Mutual of America Capital Management LLC
DECREASED50,98351,355-372-1%$4.2M$3.4M-$734.8K2026-10-23
Alps Advisors Inc
DECREASED50,37652,826-2,450-5%$4.3M$3.4M-$895.0K2026-11-03
US Bancorp \de\
DECREASED49,65051,206-1,556-3%$4.2M$3.3M-$812.6K2026-11-05
Capital City Trust Co
INCREASED47,98947,539+450+1%$3.9M$3.2M-$626.7K2026-10-22
First Premier Bank
DECREASED47,85652,042-4,186-8%$4.2K$3.2K-$1.0K2026-10-13
Choreo, LLC
INCREASED47,52747,429+98+0%$3.8M$3.2M-$648.8K2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED47,29847,273+25+0%$3.8M$3.2M-$651.6K2026-10-13
State of Alaska, Department of Revenue
DECREASED47,21448,827-1,613-3%$4.0M$3.2K-$4.0M2026-10-15
Trilogy Capital Inc.
INCREASED46,41640,411+6,005+15%$3.3M$3.1M-$154.1K2026-10-20
High Point Wealth Management, LLC
DECREASED43,54244,572-1,030-2%$3.6M$2.9M-$685.4K2026-11-05
Graham Capital Wealth Management, LLC
DECREASED42,85243,518-666-2%$3.5M$2.9M-$646.2K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED41,61640,649+967+2%$3.3M$2.8M-$496.6K2026-11-06
Summit Global Investments
INCREASED41,37831,733+9,645+30%$2.6M$2.8K-$2.6M2026-10-28
Bokf, NA
DECREASED40,86741,074-2070%$3.3M$2.8M-$581.6K2026-10-27
Mission Wealth Management, LP
INCREASED40,11431,602+8,512+27%$2.6M$2.7M+$136.4K2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED39,48139,186+295+1%$3.2M$2.7M-$521.7K2026-10-13
Ethic Inc.
DECREASED38,671123,610-84,939-69%$10.0M$2.6M-$7.4M2026-11-03
Reaves W H & Co Inc
DECREASED38,42839,619-1,191-3%$3.2M$2.6M-$627.7K2026-11-06
Peddock Capital Advisors, LLC
INCREASED38,05637,106+950+3%$3.0M$2.6M-$448.8K2026-10-16
Gulf International Bank (UK) Ltd
UNCHANGED37,97737,97700%$3.1M$2.6K-$3.1M2026-10-20
Lido Advisors, LLC
INCREASED37,17528,453+8,722+31%$2.3M$2.5M+$194.1K2026-11-04
Pinnacle Associates LTD
DECREASED36,60438,959-2,355-6%$3.2M$2.5M-$697.0K2026-10-20
Merit Financial Group, LLC
INCREASED36,25632,018+4,238+13%$2.6M$2.4M-$157.2K2026-11-06
iA Global Asset Management Inc.
INCREASED35,33533,302+2,033+6%$2.7M$2.4K-$2.7M2026-10-29
John G Ullman & Associates Inc
DECREASED34,56235,452-890-3%$2.9M$2.3M-$549.9K2026-11-04
HB Wealth Management, LLC
INCREASED33,42323,903+9,520+40%$1.9M$2.3M+$310.7K2026-10-23
Chicago Trust Co NA
DECREASED32,94934,192-1,243-4%$2.8M$2.2M-$556.2K2026-10-28
Meridian Wealth Management, LLC
DECREASED32,75632,950-194-1%$2.7M$2.2M-$468.5K2026-11-05
111 Capital
NEW32,743—+32,743——$2.2M—2026-11-03
Citizens Financial Group Inc
INCREASED31,56818,543+13,025+70%$1.5M$2.1M+$620.8K2026-10-23
Miller Howard Investments Inc
INCREASED30,68730,502+185+1%$2.5M$2.1M-$409.1K2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED30,26264,764-34,502-53%$5.3M$2.0K-$5.3M2026-10-22
Inspire Trust Co, N.A.
INCREASED30,00025,000+5,000+20%$2.0M$2.0M-$8.8K2026-11-05
Great Lakes Retirement, Inc.
INCREASED29,76928,539+1,230+4%$2.3M$2.0M-$311.6K2026-10-26
Maryland State Retirement & Pension System
INCREASED29,63827,491+2,147+8%$2.2M$2.0M-$235.3K2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED29,59232,052-2,460-8%$2.6M$2.0M-$608.6K2026-10-30
Neumann Capital Management, LLC
DECREASED29,38230,443-1,061-3%$2.5M$2.0M-$492.2K2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED28,21541,889-13,674-33%$3.4M$1.9M-$1.5M2026-10-21
Inspire Investing, LLC
INCREASED27,71725,100+2,617+10%$2.0M$1.9M-$170.7K2026-10-22
Atria Investments, Inc
INCREASED27,46724,474+2,993+12%$2.0M$1.8M-$136.7K2026-10-15
Lionshead Wealth Management, LLC
DECREASED27,46627,653-187-1%$2.2M$1.8M-$394.8K2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED27,24828,137-889-3%$2.3M$1.8M-$448.7K2026-10-13
Old Second National Bank of Aurora
DECREASED27,10827,932-824-3%$2.3M$1.8M-$441.5K2026-10-22
Hartford Investment Management Co
DECREASED26,85827,662-804-3%$2.2M$1.8M-$436.4K2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED26,65826,446+212+1%$2.1M$1.8M-$351.3K2026-10-19
Crossmark Global Holdings, Inc.
DECREASED26,48327,696-1,213-4%$2.2M$1.8M-$464.4K2026-10-21
Chicago Partners Investment Group LLC
INCREASED26,12315,268+10,855+71%$1.2M$1.9M+$663.5K2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED25,67625,816-140-1%$2.1M$1.7M-$366.2K2026-10-19
Advanced Asset Management Advisors Inc
UNCHANGED25,48225,48200%$2.1M$1.7M-$352.2K2026-10-20
Park Avenue Securities LLC
DECREASED25,16330,467-5,304-17%$2.5M$1.7K-$2.5M2026-10-26
New Mexico Educational Retirement Board
UNCHANGED24,89924,89900%$2.0M$1.7K-$2.0M2026-11-05
Louisiana State Employees Retirement System
DECREASED24,50025,500-1,000-4%$2.1M$1.6M-$419.8K2026-10-20
Vise Technologies, Inc.
INCREASED24,33314,231+10,102+71%$1.2M$1.6M+$483.6K2026-10-29
Dana Investment Advisors, Inc.
DECREASED23,85125,435-1,584-6%$2.1M$1.6M-$458.2K2026-11-06
VCI Wealth Management LLC
NEW23,576—+23,576——$1.6M—2026-10-29
Brighton Jones LLC
INCREASED23,50019,475+4,025+21%$1.6M$1.6M+$1.9K2026-11-03
LVW Advisors, LLC
INCREASED23,4766,674+16,802+252%$541.7K$1.6M+$1.0M2026-10-19
J.W. Cole Advisors, Inc.
DECREASED23,28825,418-2,130-8%$2.1M$1.6M-$494.7K2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED22,87822,874+4+0%$1.9M$1.5M-$315.8K2026-11-04
Spirit of America Management Corp
INCREASED22,65021,850+800+4%$1.8M$1.5M-$248.1K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED22,49421,297+1,197+6%$1.7M$1.5M-$213.6K2026-10-16
Indivisible Partners
INCREASED22,0815,694+16,387+288%$462.1K$1.5M+$1.0M2026-10-26
Diversified Trust Co
INCREASED22,04213,174+8,868+67%$1.1M$1.5M+$415.1K2026-11-06
Kennedy Investment Group, Inc.
DECREASED21,89122,067-176-1%$1.8M$1.5M-$316.9K2026-10-21
Jacobi Capital Management LLC
DECREASED21,86123,920-2,059-9%$1.9M$1.5M-$469.3K2026-11-05
Legacy Private Trust Co.
DECREASED21,84521,892-470%$1.8M$1.5M-$305.7K2026-10-06
Old Port Advisors
DECREASED21,68522,139-454-2%$1.8M$1.5M-$336.5K2026-10-23
Bailard, Inc.
INCREASED21,40819,820+1,588+8%$1.6M$1.4M-$167.0K2026-10-13
Ascent Group, LLC
DECREASED21,37523,880-2,505-10%$1.9M$1.4M-$498.7K2026-10-30
Apollon Wealth Management, LLC
INCREASED20,80113,447+7,354+55%$1.1M$1.4M+$309.4K2026-10-23
Allworth Financial LP
INCREASED20,41420,061+353+2%$1.6M$1.7M+$28.6K2026-11-06
Fulton Bank, N.A.
DECREASED19,79121,163-1,372-6%$1.7M$1.3M-$384.9K2026-10-14
Kanawha Capital Management LLC
DECREASED19,75421,299-1,545-7%$1.7M$1.3M-$398.4K2026-10-19
Arvest Investments, Inc.
DECREASED18,85718,975-118-1%$1.5M$1.3M-$270.2K2026-10-21
Signature Wealth Management Partners, LLC
UNCHANGED18,82318,82300%$1.5M$1.3M-$260.1K2026-10-21
TD Waterhouse Canada Inc.
DECREASED18,80132,069-13,268-41%$2.6M$1.3M-$1.3M2026-10-16
Oak Thistle LLC
NEW18,684—+18,684——$1.3M—2026-10-21
Parisi Gray Wealth Management
INCREASED18,16918,120+49+0%$1.5M$1.2M-$247.1K2026-10-16
Cullen T Bankers, Inc.
INCREASED17,72517,637+88+1%$1.4M$1.2M-$237.9K2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED17,61716,324+1,293+8%$1.3M$1.2M-$138.5K2026-10-26
IFP Advisors, Inc
DECREASED17,38118,794-1,413-8%$1.5M$1.2M-$354.9K2026-10-16
Jefferies Financial Group Inc.
INCREASED17,1808,026+9,154+114%$651.4K$1.2M+$505.5K2026-11-05
River Street Advisors LLC
INCREASED16,79416,169+625+4%$1.3M$1.1M-$181.4K2026-10-22
Wiregrass Investment Management LLC
INCREASED16,71116,585+126+1%$1.3M$1.1M-$220.7K2026-11-05
Herold Advisors, Inc.
INCREASED16,09616,078+18+0%$1.3M$1.1M-$221.1K2026-10-19
RMR Wealth Builders
INCREASED15,89415,845+49+0%$1.3M$1.1M-$215.7K2026-10-22
Wealth Quarterback LLC
INCREASED15,57215,553+19+0%$1.3M$1.0M-$213.6K2026-10-20
AlphaCore Capital LLC
INCREASED15,46711,707+3,760+32%$950.1K$1.0M+$91.4K2026-11-04
North Dakota State Investment Board
INCREASED15,28814,849+439+3%$1.2M$1.0M-$175.7K2026-10-27
Trium Capital LLP
DECREASED15,12119,850-4,729-24%$1.6M$1.0M-$592.8K2026-10-16
Profund Advisors LLC
DECREASED14,94415,603-659-4%$1.3M$1.0M-$260.0K2026-10-29
Sterling Capital Management LLC
DECREASED14,44615,019-573-4%$1.2M$972.8K-$246.1K2026-10-22
Advisors Management Group Inc
INCREASED14,40612,302+2,104+17%$998.0K$970-$997.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED14,35212,857+1,495+12%$1.0M$966.5K-$77.7K2026-10-08
Crestwood Advisors Group, LLC
INCREASED14,10312,415+1,688+14%$1.0M$949.7K-$57.9K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED13,84713,563+284+2%$1.1M$993.3K-$113.8K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED13,59812,630+968+8%$1.0M$916-$1.0M2026-10-14
Leisure Capital Management
DECREASED13,52613,535-90%$1.1M$910.8K-$187.7K2026-11-03
UMB Bank, n.a.
INCREASED13,44613,016+430+3%$1.1M$905.5K-$150.9K2026-11-06
CRA Financial Services, LLC
INCREASED13,16413,158+6+0%$1.1M$886.4K-$181.4K2026-10-16
Cornerstone Planning Group LLC
INCREASED13,15512,998+157+1%$1.0M$950.8K-$83.6K2026-10-16
Modera Wealth Management, LLC
INCREASED13,10311,657+1,446+12%$946.1K$882.3K-$63.8K2026-10-28
Securian Asset Management, Inc
DECREASED12,90513,198-293-2%$1.0M$869.0K-$168.9K2026-11-06
Tectonic Advisors LLC
INCREASED12,80710,321+2,486+24%$837.7K$862.4K+$24.8K2026-10-22
MQS Management LLC
INCREASED12,7862,988+9,798+328%$242.5K$861.0K+$618.5K2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED12,6666,318+6,348+100%$506.5K$909.9K+$403.4K2026-10-13
MRA Advisory Group
INCREASED12,56012,550+10+0%$1.0M$845.8K-$172.7K2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED12,42812,405+23+0%$1.0M$836.9K-$169.9K2026-10-16
Perigon Wealth Management, LLC
INCREASED12,39312,259+134+1%$994.9K$834.5K-$160.4K2026-10-22
Signaturefd, LLC
INCREASED12,2698,786+3,483+40%$713.1K$826.2K+$113.1K2026-10-23
EPG Wealth Management LLC
INCREASED12,22811,480+748+7%$931.7K$823.4K-$108.3K2026-11-03
Mezzasalma Advisors, LLC
DECREASED12,10012,102-20%$982.2K$814.8K-$167.4K2026-10-14
Clear Trail Advisors, LLC
DECREASED12,04516,411-4,366-27%$1.3M$811.1K-$520.8K2026-10-20
Schorn Wealth LLC
UNCHANGED12,04212,04200%$977.3K$810.9K-$166.4K2026-10-14
Premier Path Wealth Partners, LLC
DECREASED11,71312,037-324-3%$976.9K$788.8K-$188.2K2026-10-16
Quadrant Capital Group LLC
DECREASED11,48611,794-308-3%$957.2K$809.4K-$147.8K2026-10-20
Ibex Wealth Advisors
INCREASED11,15010,445+705+7%$847.7K$750.8K-$96.9K2026-11-06
Accurate Wealth Management, LLC
INCREASED11,1099,086+2,023+22%$731.9K$782.9K+$51.0K2026-10-20
V-Square Quantitative Management LLC
INCREASED11,0649,866+1,198+12%$800.7K$745.1K-$55.7K2026-10-15
Greenleaf Trust
DECREASED11,03411,130-96-1%$903.3K$743.0K-$160.3K2026-10-29
Tobam
DECREASED11,02313,649-2,626-19%$1.1M$742-$1.1M2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED10,97210,97200%$890.5K$738.9K-$151.6K2026-11-05
Themes Management Co LLC
DECREASED10,96912,776-1,807-14%$1.0M$738.7K-$298.2K2026-10-29
Harrell Investment Partners, LLC
DECREASED10,95812,018-1,060-9%$975.4K$737.9K-$237.5K2026-10-15
M Holdings Securities, Inc.
NEW10,850—+10,850——$806—2026-11-03
Tema Etfs LLC
INCREASED10,6039,688+915+9%$786.3K$714.0K-$72.3K2026-10-16
HBK Sorce Advisory LLC
INCREASED10,4289,867+561+6%$745.4K$762.3K+$16.9K2026-11-06
Confluence Wealth Services, Inc.
DECREASED10,26310,699-436-4%$868.3K$691.1K-$177.2K2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED10,22610,213+13+0%$828.9K$688.6K-$140.3K2026-10-28
Point Windward Advisors Inc.
INCREASED10,2179,412+805+9%$763.9K$688.0K-$75.9K2026-11-06
Clarity Wealth Advisors, LLC
INCREASED10,0619,963+98+1%$808.6K$677.5K-$131.1K2026-10-21
Princeton Global Asset Management LLC
INCREASED9,8799,873+6+0%$801.3K$665.3K-$136.0K2026-10-21
Paragon Private Wealth Management, LLC
INCREASED9,8608,967+893+10%$727.7K$664.0K-$63.7K2026-10-20
Gamma Investing LLC
INCREASED9,7898,324+1,465+18%$675.6K$659.2K-$16.4K2026-10-08
Columbia Bank
INCREASED9,7559,480+275+3%$769.4K$656.9K-$112.5K2026-10-29
Fortis Group Advisors, LLC
INCREASED9,7219,720+1+0%$788.9K$702.4K-$86.4K2026-11-06
Cornell Pochily Investment Advisors, Inc.
INCREASED9,7049,703+1+0%$787.5K$653.5K-$134.0K2026-10-19
San Luis Wealth Advisors LLC
DECREASED9,3249,576-252-3%$777.2K$627.9K-$149.3K2026-10-27
Atticus Wealth Management, LLC
DECREASED9,18811,643-2,455-21%$944.9K$618.7K-$326.2K2026-10-20
Moneco Advisors, LLC
INCREASED9,1609,113+47+1%$739.6K$616.8K-$122.8K2026-11-05
Strs Ohio
DECREASED9,15012,936-3,786-29%$1.0M$616.2K-$433.7K2026-10-30
Cerro Pacific Wealth Advisors LLC
DECREASED8,9019,087-186-2%$737.5K$599.4K-$138.1K2026-10-22
Raab & Moskowitz Asset Management LLC
INCREASED8,8608,857+3+0%$718.8K$596.7K-$122.2K2026-11-02
Prospera Financial Services Inc
INCREASED8,7798,412+367+4%$682.8K$652.2K-$30.6K2026-11-04
Banque Pictet & CIE SA
NEW8,723—+8,723——$587.4K—2026-10-16
D.A. Davidson & Co.
DECREASED8,6738,885-212-2%$721.2K$584.0K-$137.1K2026-10-28
Sara-Bay Financial
DECREASED8,62212,405-3,783-30%$1.0M$580.6K-$426.2K2026-10-21
Hilltop National Bank
DECREASED8,6089,688-1,080-11%$786.3K$579.7K-$206.6K2026-10-14
Abel Hall, LLC
NEW8,540—+8,540——$575.1K—2026-10-19
Woodmont Investment Counsel LLC
DECREASED8,4228,947-525-6%$726.1K$567.1K-$159.0K2026-10-29
Kenora Financial, LLC
INCREASED8,3988,299+99+1%$673.5K$565.5K-$108.0K2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED8,2758,189+86+1%$664.6K$557.3K-$107.4K2026-10-13
Baker Avenue Asset Management, LP
INCREASED8,2346,999+1,235+18%$568.0K$554.5K-$13.6K2026-11-06
Ascentis Independent Advisors
NEW8,191—+8,191——$551.6K—2026-11-03
StoneX Group Inc.
INCREASED8,0623,398+4,664+137%$275.7K$591.1K+$315.3K2026-11-03
Enhancing Capital LLC
UNCHANGED8,0008,00000%$649.3K$538.7K-$110.6K2026-10-26
Montecito Bank & Trust
DECREASED7,9328,552-620-7%$694.1K$534.1K-$159.9K2026-10-01
Merrion Investment Management Co, LLC
UNCHANGED7,9007,90000%$641.2K$532.0K-$109.2K2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED7,8967,89600%$640.8K$531.7K-$109.1K2026-10-09
Keybank National Association
DECREASED7,8898,092-203-3%$656.7K$531.2K-$125.5K2026-11-04
CenterBook Partners LP
NEW7,851—+7,851——$528.7K—2026-11-02
Aaron Wealth Advisors LLC
INCREASED7,8365,882+1,954+33%$477.4K$527.7K+$50.3K2026-10-13
Fisher Asset Management, LLC
INCREASED7,8047,225+579+8%$586.4K$525.6K-$60.8K2026-11-06
Symphony Financial, Ltd. Co.
INCREASED7,7964,947+2,849+58%$406.7K$527.3K+$120.6K2026-10-22
Personal CFO Solutions, LLC
DECREASED7,7728,247-475-6%$669.3K$523.4K-$145.9K2026-11-06
Able Wealth Management LLC
DECREASED7,6998,715-1,016-12%$597.9K$528.8K-$69.2K2026-10-13
Brookstone Capital Management
INCREASED7,6837,551+132+2%$612.9K$517.4K-$95.5K2026-10-22
IVC Wealth Advisors LLC
DECREASED7,5208,324-804-10%$675.6K$506.4K-$169.2K2026-10-23
Breakwater Capital Group
INCREASED7,3687,358+10+0%$597.2K$496.2K-$101.0K2026-10-09
Evergreen Capital Management LLC
INCREASED7,3663,333+4,033+121%$270.5K$496.0K+$225.5K2026-10-23
Riversedge Advisors, LLC
NEW7,333—+7,333——$493.8K—2026-10-09
Gateway Investment Advisers LLC
INCREASED7,2323,645+3,587+98%$295.8K$487.0K+$191.1K2026-10-13
1620 Investment Advisors, Inc.
INCREASED7,1837,053+130+2%$572.4K$483.7K-$88.7K2026-11-04
Curated Wealth Partners LLC
NEW7,171—+7,171——$482.9K—2026-10-15
RTD Financial Advisors, Inc.
DECREASED7,1307,465-335-4%$605.9K$480.1K-$125.7K2026-10-09
Ninety One UK Ltd
NEW7,126—+7,126——$479.9K—2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED7,1157,189-74-1%$583.5K$479.1K-$104.3K2026-10-27
Financial Advisory Partners, LLC
DECREASED7,1037,176-73-1%$582.4K$478.3K-$104.2K2026-10-23
Clearstead Advisors, LLC
DECREASED7,0459,745-2,700-28%$790.9K$474.1K-$316.8K2026-11-06
Vontobel Holding Ltd.
INCREASED7,0185,414+1,604+30%$439.4K$472.6K+$33.2K2026-10-16
Blue Trust, Inc.
DECREASED6,9947,513-519-7%$609.8K$471.0K-$138.8K2026-10-15
R Squared Ltd
NEW6,980—+6,980——$470.0K—2026-11-06
B. Riley Wealth Advisors, Inc.
NEW6,974—+6,974——$469.6K—2026-10-13
Krilogy Financial LLC
INCREASED6,9735,893+1,080+18%$478.3K$493.4K+$15.1K2026-10-13
Caldwell Trust Co
INCREASED6,9526,678+274+4%$542.0K$468.1K-$73.8K2026-10-30
HUB Investment Partners, LLC
DECREASED6,8867,174-288-4%$582.2K$463.7K-$118.5K2026-11-03
MGO One Seven LLC
DECREASED6,8588,055-1,197-15%$653.7K$461.8K-$191.9K2026-10-28
Frank, Rimerman Advisors LLC
DECREASED6,8346,854-200%$556.3K$460.2K-$96.1K2026-10-16
Golden State Wealth Management, LLC
DECREASED6,8076,870-63-1%$557.6K$458.4K-$99.2K2026-11-02
Cutler Investment Counsel LLC
UNCHANGED6,7686,76800%$549.3K$455.8K-$93.5K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED6,74410,972-4,228-39%$890.5K$454.2K-$436.4K2026-11-05
Abner Herrman & Brock LLC
INCREASED6,7143,320+3,394+102%$269$452+$1832026-10-20
International Assets Investment Management, LLC
DECREASED6,6686,797-129-2%$545.6K$452.7K-$92.9K2026-11-02
First American Bank
DECREASED6,62432,449-25,825-80%$2.6M$446.1K-$2.2M2026-10-27
Sound Portfolio Advisors, LLC
UNCHANGED6,5486,54800%$531.4K$440.9K-$90.5K2026-11-05
Daymark Wealth Partners, LLC
INCREASED6,5214,231+2,290+54%$343.4K$439.1K+$95.7K2026-11-04
Brandywine OAK Private Wealth LLC
INCREASED6,5004,666+1,834+39%$378.7K$437.7K+$59.0K2026-10-23
Mendel Money Management
DECREASED6,4356,610-175-3%$536.5K$433.3K-$103.1K2026-11-02
Principle Wealth Partners LLC
UNCHANGED6,3866,38600%$518.3K$430.0K-$88.3K2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED6,3686,371-30%$517.1K$428.8K-$88.2K2026-10-23
Capital Investment Advisors, LLC
DECREASED6,2656,584-319-5%$534.3K$421.9K-$112.4K2026-10-22
Vista Capital Partners, Inc.
DECREASED6,2646,376-112-2%$517.5K$421.8K-$95.7K2026-11-06
Haven Capital Group, Inc.
UNCHANGED6,2316,23100%$505.7K$419.6K-$86.1K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED6,2046,660-456-7%$540.5K$417.8K-$122.7K2026-10-20
Woodward Diversified Capital, LLC
DECREASED6,2036,369-166-3%$516.9K$417.7K-$99.2K2026-10-21
Wealthcare Advisory Partners LLC
DECREASED6,1926,666-474-7%$541.0K$417.0K-$124.0K2026-10-21
Howard Wealth Management, LLC
UNCHANGED6,1746,17400%$501.1K$415.8K-$85.3K2026-10-28
Nvwm, LLC
UNCHANGED6,1566,15600%$499.6K$414.5K-$85.1K2026-10-14
Wedmont Private Capital
INCREASED6,1045,992+112+2%$482.6K$438.5K-$44.1K2026-10-09
Aspect Partners, LLC
INCREASED6,0282,300+3,728+162%$186.7K$405.9K+$219.3K2026-10-20
Apella Capital, LLC
DECREASED6,0276,800-773-11%$556.2K$432.4K-$123.8K2026-10-08
GLR Partners, LLC
DECREASED5,9565,984-280%$485.7K$401.1K-$84.6K2026-11-04
Eastern Bank
INCREASED5,9184,705+1,213+26%$381.9K$398.5K+$16.7K2026-10-05
VestGen Advisors, LLC
INCREASED5,9185,257+661+13%$426.7K$398.5K-$28.1K2026-10-27
Wesbanco Bank Inc
DECREASED5,8806,520-640-10%$529.2K$396.0K-$133.2K2026-11-04
SAX Wealth Advisors, LLC
DECREASED5,81710,009-4,192-42%$810.2K$391.7K-$418.5K2026-10-13
Trust Co of Vermont
INCREASED5,7513,460+2,291+66%$280.8K$387.3K+$106.5K2026-10-21
Courier Capital LLC
INCREASED5,7305,676+54+1%$460.7K$385.8K-$74.8K2026-10-19
SeaCrest Wealth Management, LLC
INCREASED5,7025,622+80+1%$456.3K$384.0K-$72.3K2026-10-21
WealthPlan Investment Management, LLC
INCREASED5,6445,469+175+3%$443.9K$380.1K-$63.8K2026-10-15
Insight Advisors, LLC/ PA
DECREASED5,6005,626-260%$456.6K$377.1K-$79.5K2026-10-22
Integrity Alliance, Llc.
DECREASED5,5886,065-477-8%$492.3K$376.3K-$115.9K2026-10-29
Triad Wealth Partners, LLC
DECREASED5,5866,230-644-10%$477.4K$376.2K-$101.2K2026-10-26
Joel Isaacson & Co., LLC
INCREASED5,5495,156+393+8%$418.5K$373.7K-$44.8K2026-11-05
Bluedoor Private Wealth, LLC
DECREASED5,5306,131-601-10%$497.6K$372.4K-$125.2K2026-11-05
Oslo Pensjonsforsikring AS
INCREASED5,4984,491+1,007+22%$364.5K$370.2K+$5.7K2026-10-15
Smallwood Wealth Investment Management, LLC
INCREASED5,4795,456+23+0%$442.8K$369.0K-$73.9K2026-10-30
MBL Wealth, LLC
NEW5,470—+5,470——$368.4K—2026-10-22
Guinness Asset Management LTD
INCREASED5,3763,821+1,555+41%$310.1K$362.0K+$51.9K2026-11-05
Simplex Trading, LLC
NEW5,366—+5,366——$361.3K—2026-11-04
Massachusetts Wealth Management
DECREASED5,3505,450-100-2%$442.3K$360.3K-$82.1K2026-10-21
Parallel Advisors, LLC
INCREASED5,3274,675+652+14%$379.5K$358.7K-$20.7K2026-11-03
Root Financial Partners, LLC
NEW5,297—+5,297——$356.7K—2026-10-21
Compound Planning, Inc.
INCREASED5,2944,368+926+21%$354.5K$356.5K+$2.0K2026-11-05
Key FInancial Inc
UNCHANGED5,2635,26300%$427.1K$354.4K-$72.7K2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED5,2587,492-2,234-30%$608.0K$354.1K-$254.0K2026-10-23
Argyle Capital Management, LLC
UNCHANGED5,2505,25000%$426.1K$353.5K-$72.6K2026-10-28
Legacy Advisors, LLC
INCREASED5,2385,178+60+1%$420.2K$352.7K-$67.5K2026-10-19
Wedbush Securities Inc
INCREASED5,2154,749+466+10%$385.0K$351-$384.6K2026-10-22
Probity Advisors, Inc.
DECREASED5,2145,236-220%$425.0K$351.1K-$73.8K2026-10-23
Chartist Inc
UNCHANGED5,2045,20400%$422.4K$350.4K-$71.9K2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED5,1745,343-169-3%$433.6K$348.4K-$85.2K2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED5,0845,605-521-9%$454.9K$342.4K-$112.5K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED5,0754,894+181+4%$397.2K$341.8K-$55.5K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED5,0485,669-621-11%$460.1K$339.9K-$120.2K2026-10-27
Cullen Investment Group, Ltd.
DECREASED5,03012,085-7,055-58%$980.8K$355.9K-$624.9K2026-10-13
Brian LOW Financial Group, LLC
INCREASED5,0214,779+242+5%$387.9K$338.1K-$49.8K2026-10-28
StoneRidge PMG Advisors, LLC
NEW5,014—+5,014——$338—2026-11-04
Gilliland Jeter Wealth Management LLC
UNCHANGED5,0015,00100%$405.9K$336.8K-$69.1K2026-10-28
Keystone Financial Planning, Inc.
UNCHANGED4,9834,98300%$404.4K$335.6K-$68.9K2026-10-08
Exchange Traded Concepts, LLC
INCREASED4,9574,277+680+16%$347.1K$333.8K-$13.3K2026-10-28
Asset Dedication, LLC
INCREASED4,9544,947+7+0%$401.5K$333.6K-$67.9K2026-11-03
Ignite Planners, LLC
INCREASED4,9424,800+142+3%$389.6K$332.8K-$56.8K2026-10-14
Retirement Planning Group, LLC
INCREASED4,9394,458+481+11%$361.8K$332.6K-$29.2K2026-10-19
Mesirow Financial Investment Management, Inc.
DECREASED4,9265,166-240-5%$419.2K$331.7K-$87.5K2026-11-05
Certuity, LLC
INCREASED4,9043,060+1,844+60%$248.4K$330.3K+$81.9K2026-11-02
Platform Technology Partners
NEW4,902—+4,902——$330.1K—2026-11-02
Simplicity Wealth,LLC
INCREASED4,8864,756+130+3%$386.0K$329.0K-$57.0K2026-10-23
Essential Partners LLC
INCREASED4,8701,982+2,888+146%$160.9K$327.9K+$167.1K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
DECREASED4,8636,854-1,991-29%$556.3K$327.5K-$228.8K2026-10-15
Guardian Partners Inc.
UNCHANGED4,8534,85300%$393.9K$326.8K-$67.1K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED4,8145,154-340-7%$418.3K$324.2K-$94.1K2026-10-22
Ritholtz Wealth Management
NEW4,810—+4,810——$323.9K—2026-11-05
Lanark Financial, Inc.
INCREASED4,6974,693+4+0%$380.9K$316.3K-$64.6K2026-10-26
Klingman & Associates, LLC
NEW4,691—+4,691——$315.9K—2026-10-20
Clearwave Capital, LLC
INCREASED4,6734,122+551+13%$334.5K$314.7K-$19.8K2026-10-27
Everhart Financial Group, Inc.
NEW4,653—+4,653——$313.3K—2026-10-08
RDA Financial Network
DECREASED4,6535,996-1,343-22%$486.7K$313.4K-$173.3K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED4,6433,848+795+21%$312.3K$312.6K+$3592026-11-04
Almanack Investment Partners, Llc.
INCREASED4,6434,556+87+2%$369.7K$312.7K-$57.1K2026-11-03
D.B. Root & Company, LLC
DECREASED4,6364,790-154-3%$388.7K$312.2K-$76.6K2026-11-04
Trust Point Inc.
INCREASED4,6203,895+725+19%$316.1K$311.1K-$5.0K2026-10-27
Hudock, Inc.
UNCHANGED4,6194,61900%$375.0K$311.1K-$63.8K2026-10-14
Cigna Investments Inc
DECREASED4,6154,762-147-3%$386.0K$310-$385.7K2026-10-19
RFG Advisory, LLC
INCREASED4,5934,570+23+1%$370.9K$309.3K-$61.6K2026-11-03
Intrua Financial, LLC
DECREASED4,5614,818-257-5%$391.0K$307.1K-$83.9K2026-10-28
Duncker Streett & Co Inc
UNCHANGED4,5534,55300%$369.5K$306.6K-$62.9K2026-10-27
Regions Financial Corp
DECREASED4,4434,478-35-1%$363.4K$299.2K-$64.2K2026-11-05
Prosperity Advisers, LLC
INCREASED4,4314,344+87+2%$352.6K$298.4K-$54.2K2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED4,4254,149+276+7%$336.7K$298.0K-$38.8K2026-10-29
Aurora Private Wealth, Inc.
DECREASED4,3955,548-1,153-21%$450.0K$296-$449.7K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED4,3804,330+50+1%$351.4K$295.0K-$56.4K2026-10-26
TD Private Client Wealth LLC
INCREASED4,3691,948+2,421+124%$158.1K$294.2K+$136.1K2026-10-28
Heritage Wealth Management, Inc.
DECREASED4,3275,727-1,400-24%$464.8K$291.4K-$173.4K2026-10-28
Midwest Trust Co
INCREASED4,3064,032+274+7%$327.2K$290.0K-$37.3K2026-10-22
PDS Planning, Inc
DECREASED4,2915,381-1,090-20%$436.8K$289.0K-$147.8K2026-11-03
Neville Rodie & Shaw Inc
UNCHANGED4,2844,28400%$348$288-$602026-10-05
LBP AM SA
UNCHANGED4,2304,23000%$343.3K$284.8K-$58.5K2026-11-06
Mlp3, LLC
INCREASED4,2134,202+11+0%$341.0K$283.7K-$57.3K2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED4,2104,315-105-2%$350.2K$283.5K-$66.7K2026-10-13
Cidel Asset Management Inc
INCREASED4,1993,869+330+9%$314.0K$282.8K-$31.3K2026-10-29
Allegheny Financial Group
DECREASED4,1974,438-241-5%$360.3K$282.6K-$77.6K2026-11-05
Tucker Asset Management LLC
UNCHANGED4,1024,10200%$332.9K$276.2K-$56.7K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED4,0803,786+294+8%$307.3K$274.7K-$32.5K2026-10-27
Larson Financial Group LLC
DECREASED4,0515,153-1,102-21%$418.3K$272.8K-$145.5K2026-11-05
Lyell Wealth Management, LP
UNCHANGED4,0484,04800%$328.5K$272.6K-$55.9K2026-10-30
Revolve Wealth Partners, LLC
INCREASED3,9973,914+83+2%$317.6K$269.1K-$48.5K2026-10-23
Simon Quick Advisors, LLC
DECREASED3,9963,999-30%$324.6K$269.1K-$55.5K2026-10-26
Luken Investment Analytics, LLC
UNCHANGED3,9893,98900%$323.7K$268.6K-$55.1K2026-11-06
Sage Private Wealth Group, LLC
NEW3,986—+3,986——$268.4K—2026-10-21
Mcrae Capital Management Inc
DECREASED3,9804,241-261-6%$344.2K$268.0K-$76.1K2026-10-15
Versant Capital Management, Inc
INCREASED3,9541,382+2,572+186%$112.2K$266.3K+$154.1K2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED3,9453,94500%$279.0K$266-$278.8K2026-11-04
Parsons Capital Management Inc
DECREASED3,9064,006-100-2%$325.1K$263.0K-$62.1K2026-10-28
Level Four Advisory Services, LLC
DECREASED3,8953,905-100%$316.9K$262.3K-$54.6K2026-11-06
Beacon Bank & Trust
DECREASED3,8534,733-880-19%$384.1K$259.5K-$124.7K2026-10-27
Mystic Asset Management, Inc.
UNCHANGED3,8443,84400%$312.0K$258.9K-$53.1K2026-10-15
Resonant Capital Advisors, LLC
NEW3,796—+3,796——$255.6K—2026-10-15
Aspiriant, LLC
DECREASED3,7794,925-1,146-23%$399.7K$254.5K-$145.2K2026-10-16
Private Trust Co NA
INCREASED3,7443,463+281+8%$281.1K$252.1K-$28.9K2026-10-20
NBT Bank, N.A.
DECREASED3,7124,250-538-13%$344.9K$250.0K-$95.0K2026-10-21
Mather Group, Llc.
DECREASED3,7004,322-622-14%$350.8K$249.2K-$101.6K2026-10-14
Byrne Asset Management LLC
DECREASED3,7003,868-168-4%$313.9K$251.2K-$62.7K2026-10-06
Fulcrum Capital LLC
UNCHANGED3,6553,65500%$296.6K$246.1K-$50.5K2026-10-15
Towercrest Capital Management
UNCHANGED3,6523,65200%$296.4K$245.9K-$50.5K2026-10-23
Single Point Partners, LLC
UNCHANGED3,6453,64500%$295.8K$245.5K-$50.4K2026-10-19
Clear Harbor Asset Management, LLC
NEW3,639—+3,639——$245.0K—2026-11-05
Rosenberg Matthew Hamilton
DECREASED3,6253,715-90-2%$301.5K$244.1K-$57.4K2026-10-05
Claro Advisors Inc.
NEW3,604—+3,604——$242.7K—2026-11-02
Kathmere Capital Management, LLC
INCREASED3,6033,254+349+11%$264.1K$242.6K-$21.5K2026-10-20
CX Institutional
DECREASED3,5943,996-402-10%$324$242-$822026-10-02
Csenge Advisory Group
INCREASED3,5913,566+25+1%$289.4K$241.8K-$47.6K2026-11-04
Entrust Financial LLC
UNCHANGED3,5823,58200%$290.7K$241.2K-$49.5K2026-11-04
Moody Lynn Lieberson & Walker, LLC
UNCHANGED3,5663,56600%$289.4K$240.1K-$49.3K2026-10-14
Asset Advisory Group, Inc.
UNCHANGED3,5453,54500%$287.7K$238.7K-$49.0K2026-10-20
Virtue Asset Management LLC
DECREASED3,5274,243-716-17%$344.4K$237.5K-$106.9K2026-10-21
Ledyard National Bank
INCREASED3,5013,439+62+2%$279.1K$235.8K-$43.4K2026-10-21
Parcion Private Wealth LLC
DECREASED3,4624,846-1,384-29%$393.3K$233.1K-$160.2K2026-10-28
Compass Financial Group, Inc
INCREASED3,4483,432+16+0%$278.6K$232.2K-$46.4K2026-10-13
Soltis Investment Advisors LLC
NEW3,447—+3,447——$232.1K—2026-10-28
Pegasus Asset Management, Inc.
INCREASED3,4462,949+497+17%$239.3K$232.1K-$7.3K2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED3,4443,494-50-1%$283.6K$231.9K-$51.7K2026-11-05
Mitchell & Pahl Private Wealth, LLC
UNCHANGED3,4273,42700%$278.1K$230.8K-$47.4K2026-10-14
Alta Advisers Ltd
NEW3,425—+3,425——$230.6K—2026-11-02
Stackstone Wealth, LLC
NEW3,385—+3,385——$227.9K—2026-10-19
Raleigh Capital Management Inc.
DECREASED3,3813,433-52-2%$278.6K$227.7K-$51.0K2026-10-28
Strategic Blueprint, LLC
INCREASED3,3683,163+205+6%$256.7K$226.8K-$29.9K2026-10-22
Summit Investment Advisory Services, LLC
UNCHANGED3,3673,36700%$273.3K$226.7K-$46.5K2026-11-03
Philadelphia Trust Co
UNCHANGED3,3663,36600%$273.0K$227-$272.8K2026-11-05
Sterling Investment Counsel, LLC
DECREASED3,3563,556-200-6%$288.6K$226.0K-$62.6K2026-10-19
EagleClaw Capital Managment, LLC
DECREASED3,3503,600-250-7%$292.2K$225.6K-$66.6K2026-11-06
Guyasuta Investment Advisors Inc
DECREASED3,3403,379-39-1%$274.2K$224.9K-$49.3K2026-10-15
Sterling Financial Planning, Inc.
UNCHANGED3,3143,31400%$268.9K$223.1K-$45.8K2026-10-28
71 West Capital Partners
INCREASED3,3133,039+274+9%$246.6K$223.1K-$23.5K2026-11-04
Walled Lake Planning & Wealth Management, LLC
INCREASED3,2553,222+33+1%$261.5K$219.2K-$42.4K2026-10-29
Alliance Wealth Management Group
UNCHANGED3,2523,25200%$263.9K$219.0K-$44.9K2026-10-29
Eagle Wealth Strategies LLC
DECREASED3,2173,273-56-2%$265.6K$216.7K-$48.9K2026-10-20
Howard Capital Management, LLC
DECREASED3,20854,587-51,379-94%$4.4M$216.0K-$4.2M2026-10-16
Accretive Wealth Partners, LLC
NEW3,167—+3,167——$213.2K—2026-11-06
Kelly Financial Services LLC
UNCHANGED3,1633,16300%$256.7K$213.0K-$43.7K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED3,1592,477+682+28%$201.0K$212.6K+$11.6K2026-10-30
Magnus Financial Group LLC
INCREASED3,1593,131+28+1%$254.1K$212.7K-$41.4K2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED3,1543,196-42-1%$259.4K$212.4K-$47.0K2026-11-02
Affinity Capital Advisors, LLC
NEW3,106—+3,106——$224.5K—2026-10-13
Univest Financial Corp
UNCHANGED3,0993,09900%$251.5K$208.7K-$42.8K2026-11-05
Carret Asset Management, LLC
DECREASED3,0913,272-181-6%$265.6K$208.1K-$57.4K2026-11-04
Oak Barrel Wealth Advisory LLC
UNCHANGED3,0843,08400%$250.3K$207.7K-$42.6K2026-11-05
Welch & Forbes LLC
DECREASED3,0464,112-1,066-26%$333.7K$205.1K-$128.6K2026-11-04
Bull Street Advisors, LLC
UNCHANGED3,0363,03600%$246.0K$204-$245.8K2026-10-20
Birch Financial Group, LLC
INCREASED3,0052,893+112+4%$234.8K$202.4K-$32.4K2026-10-27
LexAurum Advisors, LLC
DECREASED3,0013,036-35-1%$246.4K$202.1K-$44.3K2026-10-19
Innova Wealth Partners
UNCHANGED3,0003,00000%$243.5K$202.0K-$41.5K2026-10-21
SVB Wealth LLC
DECREASED2,9983,058-60-2%$248.2K$201.9K-$46.3K2026-11-06
Thoma Capital Management LLC
UNCHANGED2,9972,99700%$243.2K$201.8K-$41.4K2026-10-19
Green Ridge Wealth Planning LLC
INCREASED2,9882,986+2+0%$242.3K$201.2K-$41.1K2026-10-08
MFG Investments, LLC
NEW2,987—+2,987——$201.2K—2026-10-30
Hanson & Doremus Investment Management
DECREASED2,9483,108-160-5%$252.0K$199-$251.8K2026-10-16
Hickory Point Bank & Trust
DECREASED2,7522,792-40-1%$226.6K$185.3K-$41.3K2026-10-01
S-Bank Fund Management Ltd
INCREASED2,6632,534+129+5%$205.7K$179.3K-$26.3K2026-11-06
Spire Wealth Management
DECREASED2,6512,669-18-1%$216.6K$178.5K-$38.1K2026-10-30
Central Trust Co
INCREASED2,6272,586+41+2%$209.9K$176.9K-$33.0K2026-11-05
Quaker Wealth Management, LLC
DECREASED2,6182,843-225-8%$230.7K$176.3K-$54.4K2026-10-22
North Star Investment Management Corp.
INCREASED2,6102,558+52+2%$207.6K$175.8K-$31.9K2026-10-27
Cambridge Financial Group, LLC
UNCHANGED2,5772,57700%$209.2K$209.2K$02026-10-06
True Wealth Design, LLC
INCREASED2,546919+1,627+177%$74.6K$171.4K+$96.9K2026-10-13
Elyxium Wealth, LLC
NEW2,387—+2,387——$160.7K—2026-10-27
Rossby Financial, LCC
DECREASED2,2512,349-98-4%$190.6K$151.6K-$39.1K2026-11-05
Manchester Capital Management LLC
DECREASED2,2262,327-101-4%$188.9K$149.9K-$39.0K2026-10-22
Global Trust Asset Management, LLC
UNCHANGED2,1682,16800%$176.0K$146.0K-$30.0K2026-10-19
Parkside Financial Bank & Trust
INCREASED2,0841,824+260+14%$148.0K$140.3K-$7.7K2026-10-27
Raiffeisen Bank International AG
NEW2,078—+2,078——$140.6K—2026-10-28
Y.D. More Investments Ltd
INCREASED1,7961,058+738+70%$288$120.9K+$120.7K2026-11-02
Center for Financial Planning, Inc.
INCREASED1,791469+1,322+282%$38.1K$120.6K+$82.5K2026-10-26
SJS Investment Consulting Inc.
INCREASED1,775147+1,628+1107%$11.9K$119.5K+$107.6K2026-10-26
Valley National Advisers Inc
INCREASED1,7691,765+4+0%$143.2K$119.1K-$24.1K2026-10-23
Grove Bank & Trust
INCREASED1,7381,685+53+3%$136.8K$117.0K-$19.7K2026-10-08
Richardson Financial Services Inc.
DECREASED1,7351,805-70-4%$146.5K$116.8K-$29.7K2026-10-30
Fulcrum Asset Management LLP
INCREASED1,71432+1,682+5256%$2.6K$116.0K+$113.4K2026-11-04
Private Wealth Management Group, LLC
INCREASED1,6731,504+169+11%$122.1K$112.7K-$9.4K2026-10-19
Cromwell Holdings LLC
DECREASED1,6211,686-65-4%$136.8K$109.2K-$27.7K2026-10-28
Kelleher Financial Advisors
DECREASED1,5983,196-1,598-50%$259.4K$107.6K-$151.8K2026-10-30
Zions Bancorporation, National Association
INCREASED1,5761,216+360+30%$98.7K$106.1K+$7.4K2026-11-06
Reap Financial Group, LLC
INCREASED1,5151,361+154+11%$110.5K$102.0K-$8.5K2026-11-02
St. Johns Investment Management Company, LLC
UNCHANGED1,5001,50000%$121.7K$101.0K-$20.7K2026-10-30
William Mack & Associates, Inc.
NEW1,467—+1,467——$98.8K—2026-10-27
Leonteq Securities AG
INCREASED1,4181,391+27+2%$112.9K$95.5K-$17.4K2026-10-29
City State Bank
UNCHANGED1,4011,40100%$113.7K$94.3K-$19.4K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED1,3961,487-91-6%$120.7K$94.0K-$26.7K2026-10-05
Hurley Capital, LLC
UNCHANGED1,3431,34300%$109.0K$90.4K-$18.6K2026-11-05
West Paces Advisors Inc.
UNCHANGED1,3201,32000%$107.1K$88.9K-$18.2K2026-10-13
Deseret Mutual Benefit Administrators
UNCHANGED1,3021,30200%$105.7K$87.7K-$18.0K2026-11-04
Markowski Investments
INCREASED1,2881,280+8+1%$103.9K$86.8K-$17.2K2026-10-30
JFS Wealth Advisors, LLC
DECREASED1,2411,251-10-1%$101.5K$83.6K-$18.0K2026-11-03
Heritage Family Offices, LLP
NEW1,229—+1,229——$82.8K—2026-11-02
Trust Co of Toledo NA
UNCHANGED1,2181,21800%$98.9K$82.0K-$16.8K2026-10-16
Buck Wealth Strategies, LLC
DECREASED1,2081,214-60%$98.5K$81.3K-$17.2K2026-10-28
Archer Investment Corp
UNCHANGED1,1591,15900%$94.1K$78.0K-$16.0K2026-11-05
Union Savings Bank
DECREASED1,1471,230-83-7%$99.8K$77.2K-$22.6K2026-10-14
First Command Advisory Services, Inc.
INCREASED1,13633+1,103+3342%$2.7K$76.5K+$73.8K2026-11-05
Prudent Man Investment Management, Inc.
UNCHANGED1,1341,13400%$91.1K$76.4K-$14.7K2026-11-03
Hager Investment Management Services, LLC
UNCHANGED1,1231,12300%$91.1K$75.6K-$15.5K2026-11-04
Roxbury Financial LLC
INCREASED1,0981,090+8+1%$88.5K$74.0K-$14.5K2026-10-01
Montag A & Associates Inc
UNCHANGED1,0671,06700%$86.6K$71.9K-$14.7K2026-10-29
Salomon & Ludwin, LLC
INCREASED1,0586+1,052+17533%$482$71.2K+$70.8K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED1,03117+1,014+5965%$1.4K$69.4K+$68.0K2026-10-30
Pittenger & Anderson Inc
UNCHANGED1,0261,02600%$83.3K$69.1K-$14.2K2026-11-02
Mosley Wealth Management
DECREASED1,0181,106-88-8%$89.8K$71.5K-$18.3K2026-10-16
Three Bridge Wealth Advisors, LLC
NEW1,000—+1,000——$67.3K—2026-11-05
Vision Financial Markets LLC
UNCHANGED1,0001,00000%$80.3K$67.7K-$12.6K2026-10-22
Financial Consulate, Inc
INCREASED982970+12+1%$78.7K$66.1K-$12.6K2026-10-23
MTM Investment Management, LLC
INCREASED973964+9+1%$78.2K$65.5K-$12.7K2026-10-30
Compass Financial Management LLC
DECREASED9681,072-104-10%$82.5K$65.2K-$17.4K2026-10-30
PFS Partners, LLC
INCREASED961753+208+28%$61.1K$64.7K+$3.6K2026-10-21
GHP Investment Advisors, Inc.
DECREASED9121,155-243-21%$93.7K$61.4K-$32.3K2026-10-15
Nemes Rush Group LLC
UNCHANGED91191100%$73.9K$61.3K-$12.6K2026-11-04
Kimelman & Baird, LLC
UNCHANGED90090000%$73.0K$60.6K-$12.4K2026-11-03
Carolina Wealth Advisors, LLC
UNCHANGED90090000%$73.0K$60.6K-$12.4K2026-10-23
Southern Michigan Bank & Trust
UNCHANGED87587500%$71.0K$58.9K-$12.1K2026-10-19
CoreCap Advisors, LLC
DECREASED865937-72-8%$76.0K$58.2K-$17.8K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED85585500%$69.4K$57.6K-$11.8K2026-10-20
Nfsg Corp
INCREASED804800+4+1%$64.9K$54.1K-$10.8K2026-10-15
Jnba Financial Advisors
UNCHANGED80080000%$64.9K$53.9K-$11.1K2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED79879800%$64.8K$53.7K-$11.0K2026-10-22
Covestor Ltd
INCREASED764236+528+224%$19.0K$52-$18.9K2026-10-30
Albion Financial Group
UNCHANGED76276200%$61.8K$51.3K-$10.5K2026-10-21
Country Trust Bank
UNCHANGED73573500%$59.7K$49.5K-$10.2K2026-10-30
Hilton Head Capital Partners, LLC
DECREASED732771-39-5%$62.6K$49.3K-$13.3K2026-10-23
Kingdom Financial Group Llc.
INCREASED709702+7+1%$57.0K$47.7K-$9.2K2026-11-04
Washington Trust Advisors, Inc.
DECREASED704824-120-15%$66.9K$47.4K-$19.5K2026-10-22
Tower View Wealth Management LLC
INCREASED701694+7+1%$56.4K$47.2K-$9.1K2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED69569500%$56.4K$46.8K-$9.6K2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED68368300%$55.4K$46.0K-$9.4K2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED676244,558-243,882-100%$19.9M$45.6K-$19.9M2026-10-29
Activest Wealth Management
INCREASED66559+606+1027%$4.8K$44.8K+$40.0K2026-10-15
Peoples Financial Services Corp.
UNCHANGED66466400%$53.9K$44.7K-$9.2K2026-10-20
Elevated Capital Advisors, LLC
DECREASED6263,515-2,889-82%$285.3K$42.1K-$243.1K2026-11-04
Centerpoint Advisors, LLC
DECREASED6135,025-4,412-88%$408.0K$41-$408.0K2026-11-05
Gables Capital Management Inc.
UNCHANGED60060000%$48.7K$40.4K-$8.3K2026-11-04
POM Investment Strategies, LLC
UNCHANGED60060000%$48.7K$40.4K-$8.3K2026-10-20
Marquette Asset Management, LLC
INCREASED590121+469+388%$9.8K$39.7K+$29.9K2026-10-09
TFC Financial Management, Inc.
UNCHANGED58958900%$47.8K$39.7K-$8.1K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED565533+32+6%$43$38-$52026-10-27
Flagship Wealth Advisors, LLC
DECREASED5641,706-1,142-67%$138.5K$38.0K-$100.5K2026-11-03
Toth Financial Advisory Corp
UNCHANGED56056000%$45.5K$37.7K-$7.7K2026-10-08
United Community Bank
INCREASED559540+19+4%$43.8K$37.6K-$6.2K2026-10-28
John Boyer, Inc.
NEW553—+553——$37.3K—2026-10-27
Harbor Investment Advisory, LLC
INCREASED538414+124+30%$33.6K$36.2K+$2.6K2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED52252200%$42.4K$35.2K-$7.2K2026-10-30
CGC Financial Services, LLC
UNCHANGED52052000%$42.2K$35.0K-$7.2K2026-10-13
Hussman Strategic Advisors, Inc.
UNCHANGED50050000%$40.6K$33.7K-$6.9K2026-11-02
Gen-Wealth Partners Inc
DECREASED498636-138-22%$51.6K$33.6K-$18.1K2026-11-04
First Community Trust NA
UNCHANGED48848800%$39.6K$32.9K-$6.7K2026-10-07
MV Capital Management, Inc.
DECREASED478489-11-2%$39.7K$32.2K-$7.5K2026-10-29
Birchbrook, Inc.
UNCHANGED46646600%$37.8K$31.4K-$6.4K2026-10-14
Rothwell Investment Advisors, LLC
NEW453—+453——$30.5K—2026-11-06
Boyd Watterson Asset Management LLC
UNCHANGED44844800%$36.4K$30.2K-$6.2K2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED41441400%$33.6K$27.9K-$5.7K2026-11-02
Bayban
UNCHANGED41441400%$33.6K$33.6K$02026-11-05
James T. Borello RIA
INCREASED400102+298+292%$8.3K$26.9K+$18.7K2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED40040000%$32.5K$26.9K-$5.5K2026-10-28
UMB Private Wealth Management, LLC
NEW386—+386——$26.0K—2026-10-19
Holos Integrated Wealth LLC
UNCHANGED37037000%$30.3K$26.0K-$4.2K2026-10-23
GoalVest Advisory LLC
INCREASED356268+88+33%$21.8K$24.0K+$2.2K2026-10-02
Farmers & Merchants Investments Inc
UNCHANGED35035000%$28.4K$23.6K-$4.8K2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED33333300%$27.0K$22.4K-$4.6K2026-11-02
IFS Advisors, LLC
UNCHANGED32832800%$26.6K$22.1K-$4.5K2026-10-14
Alpine Bank Wealth Management
UNCHANGED32432400%$26.3K$21.8K-$4.5K2026-10-16
Fairman Group, LLC
UNCHANGED31831800%$25.8K$21.4K-$4.4K2026-10-26
Syntax Research, Inc.
UNCHANGED31531500%$25.6K$21.2K-$4.4K2026-11-04
Pacific Center for Financial Services
UNCHANGED31431400%$25.5K$21.1K-$4.3K2026-10-15
Community Financial Services Group, LLC
UNCHANGED31331300%$25.1K$21.3K-$3.9K2026-10-15
Elevation Wealth Partners, LLC
DECREASED301344-43-12%$27.9K$20.3K-$7.7K2026-10-07
First Bancorp, Inc
UNCHANGED30030000%$24.3K$20.2K-$4.1K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED30030000%$24.3K$20.2K-$4.1K2026-10-15
Chapman Financial Group, LLC
UNCHANGED30030000%$24.3K$20.2K-$4.1K2026-10-26
Horizon Financial Services, LLC
DECREASED286475-189-40%$38.6K$19.3K-$19.3K2026-11-04
Montgomery Financial Services LLC
DECREASED284404-120-30%$32.8K$19.1K-$13.7K2026-11-03
Lodestone Wealth Management LLC
UNCHANGED27927900%$22.6K$18.8K-$3.9K2026-10-14
Bell Investment Advisors, Inc
INCREASED265137+128+93%$11.1K$17.8K+$6.7K2026-10-29
Laurel Wealth Advisors LLC
NEW255—+255——$17.2K—2026-10-27
Westside Investment Management, Inc.
UNCHANGED23223200%$18.8K$15.8K-$3.0K2026-11-02
Financial Perspectives, Inc
UNCHANGED20920900%$17.0K$14.1K-$2.9K2026-11-03
Avion Wealth
INCREASED207107+100+93%$8$13+$52026-11-04
Pension & Wealth Management Advisors, Inc.
NEW205—+205——$13.8K—2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED20120100%$16.3K$13.5K-$2.8K2026-11-04
Trust Co
UNCHANGED20020000%$16.2K$13.5K-$2.8K2026-10-09
Asset Planning,Inc
UNCHANGED20020000%$16.2K$13.5K-$2.8K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED19519500%$15.8K$13.1K-$2.7K2026-10-23
Retirement Wealth Solutions LLC
INCREASED190184+6+3%$14.9K$12.8K-$2.1K2026-10-07
Silver Grove Financial Group, Inc.
INCREASED184122+62+51%$9.9K$12.4K+$2.5K2026-11-05
Fortitude Family Office, LLC
DECREASED183205-22-11%$16.6K$12.3K-$4.3K2026-10-14
Mascoma Wealth Management LLC
INCREASED1755+170+3400%$406$11.8K+$11.4K2026-10-23
Financial Management Professionals, Inc.
INCREASED173159+14+9%$12.9K$11.7K-$1.3K2026-10-23
Owl Creek Wealth Partners LLC
DECREASED169491-322-66%$39.9K$11.4K-$28.5K2026-10-20
Moisand Fitzgerald Tamayo, LLC
UNCHANGED16816800%$13.6K$11.3K-$2.3K2026-10-15
Physician Wealth Advisors, Inc.
DECREASED167254-87-34%$20.6K$11.2K-$9.4K2026-10-20
Guinness Atkinson Asset Management Inc
INCREASED166145+21+14%$11.8K$11.2K-$5902026-11-05
American National Bank & Trust
DECREASED165232-67-29%$18.8K$11.1K-$7.7K2026-10-07
Peck Wealth Management, LLC
UNCHANGED15015000%$12.2K$10.1K-$2.1K2026-10-29
Burk Holdings LLC
INCREASED14435+109+311%$2.8K$9.7K+$6.8K2026-11-05
Bank & Trust Co
UNCHANGED14114100%$11.4K$9.5K-$1.9K2026-10-07
Coston, McIsaac & Partners
INCREASED13778+59+76%$6$9.2K+$9.2K2026-11-06
Latitude Advisors, LLC
NEW124—+124——$8.4K—2026-10-27
DT Investment Partners, LLC
UNCHANGED12212200%$9.9K$8.2K-$1.7K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED12112100%$9.8K$8.1K-$1.7K2026-10-21
Signature Equity Partners, LLC
INCREASED12014+106+757%$1.1K$8.1K+$6.9K2026-10-29
Adirondack Trust Co
DECREASED117131-14-11%$10.6K$7.9K-$2.8K2026-10-14
Wilkerson Advisory Group LLC
DECREASED109121-12-10%$9.8K$7.3K-$2.5K2026-10-20
Summit Securities Group LLC
DECREASED105116-11-9%$9.4K$7.1K-$2.3K2026-11-05
Joseph Group Capital Management
INCREASED9787+10+11%$7.1K$6.5K-$5292026-11-04
SBI Securities Co., Ltd.
INCREASED9490+4+4%$7.3K$6.3K-$9742026-10-22
Rachor Investment Advisory Services, LLC
INCREASED9493+1+1%$7.6K$6.4K-$1.2K2026-10-29
Highline Wealth Partners LLC
INCREASED8377+6+8%$6.2K$5.6K-$6602026-10-19
Wolff Wiese Magana LLC
UNCHANGED797900%$6.4K$5.3K-$1.1K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED7277-5-6%$6.2K$4.8K-$1.4K2026-11-03
Bare Financial Services, Inc
DECREASED6277-15-19%$6.2K$4.2K-$2.1K2026-11-04
Ascentis Wealth Management, LLC
NEW60—+60——$4.0K—2026-11-03
MidAtlantic Capital Management, Inc.
NEW60—+60——$4.0K—2026-11-05
Gilpin Wealth Management, LLC
NEW60—+60——$4.0K—2026-10-09
Planning Strategies Inc.
INCREASED5813+45+346%$1.1K$3.9K+$2.9K2026-10-02
Arlington Trust Co LLC
UNCHANGED585800%$4.7K$3.9K-$8012026-10-20
Ares Financial Consulting, LLC
DECREASED5366-13-20%$5.4K$3.6K-$1.8K2026-10-19
Creative Capital Management Investments LLC
INCREASED5232+20+63%$2.6K$3.5K+$9052026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED4160,350-60,309-100%$4.9M$2.8K-$4.9M2026-10-15
Fairway Wealth LLC
NEW40—+40——$2.7K—2026-10-30
American Capital Advisory, LLC
INCREASED3917+22+129%$1.4K$2.6K+$1.2K2026-10-28
DeDora Capital, Inc.
NEW36—+36——$2.4K—2026-10-26
DiNuzzo Private Wealth, Inc.
DECREASED3637-1-3%$3.0K$2.4K-$5782026-10-16
Torren Management, LLC
DECREASED3536-1-3%$2.9K$2.4K-$5502026-10-29
Proathlete Wealth Management LLC
NEW30—+30——$2.0K—2026-10-15
Hughes Financial Services, LLC
UNCHANGED292900%$2.4K$2.1K-$2192026-10-30
High Note Wealth, LLC
DECREASED2797-70-72%$7.9K$1.8K-$6.1K2026-10-27
Tounjian Advisory Partners, LLC
INCREASED2510+15+150%$807$1.7K+$8742026-11-04
Davis Capital Management
INCREASED2510+15+150%$812$1.7K+$8722026-10-08
Dynamic Wealth Strategies, LLC
UNCHANGED252500%$2.0K$1.7K-$3452026-10-16
Valued Wealth Advisors LLC
UNCHANGED252500%$2.0K$1.7K-$3452026-11-05
KFG LLC
NEW23—+23——$1.5K—2026-11-02
WestEnd Advisors, LLC
UNCHANGED232300%$1.9K$1.5K-$3182026-10-27
Triumph Capital Management
NEW18—+18——$1.2K—2026-10-14
Cape Investment Advisory, Inc.
DECREASED18118-100-85%$9.6K$1.2K-$8.4K2026-10-13
Abound Wealth Management
INCREASED176+11+183%$526$1.2K+$6312026-10-26
Creative Financial Designs Inc
NEW16—+16——$1.1K—2026-11-04
WPG Advisers, LLC
UNCHANGED141400%$1.1K$943-$1932026-10-27
Ashurst Perkins Coie Trust Co
NEW10—+10——$673—2026-10-15
Lloyd Advisory Services, Llc.
UNCHANGED9900%$729$611-$1182026-11-02
Investors Research Corp
UNCHANGED8800%$649$539-$1102026-10-07
DecisionPoint Financial, LLC
INCREASED54+1+25%$322$340+$182026-10-27
Sunrise Financial Services, LLC
UNCHANGED5500%$406$337-$692026-10-21
Maseco LLP
NEW4—+4——$269—2026-10-27
Balance Wealth Partners LLC
NEW2—+2——$158—2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED2200%$163$135-$282026-10-15
3 Factor Indexing, LLC
DECREASED12-1-50%$163$68-$952026-10-15
Rakuten Securities, Inc.
UNCHANGED1100%$81$67-$142026-11-02
Klein Pavlis & Peasley Financial, Inc.
CLOSED016,215-16,215-100%$1.3M$0-$1.3M2026-10-13
Little House Capital LLC
CLOSED010,895-10,895-100%$884.3K$0-$884.3K2026-11-06
GAM Holding AG
CLOSED010,158-10,158-100%$824.4K$0-$824.4K2026-11-03
Iams Wealth Management, LLC
CLOSED06,721-6,721-100%$545.5K$0-$545.5K2026-10-15
Badgley Phelps Wealth Managers, LLC
CLOSED06,105-6,105-100%$495.5K$0-$495.5K2026-10-22
Brick & Kyle, Associates
CLOSED06,029-6,029-100%$488.0K$0-$488.0K2026-11-05
Arbor Investment Advisors, LLC
CLOSED06,000-6,000-100%$487.0K$0-$487.0K2026-10-26
Segment Wealth Management, LLC
CLOSED05,906-5,906-100%$479.3K$0-$479.3K2026-10-26
Center For Asset Management LLC
CLOSED05,771-5,771-100%$468.4K$0-$468.4K2026-10-16
PCG Asset Management, LLC
CLOSED05,430-5,430-100%$440.7K$0-$440.7K2026-11-05
Scarborough Advisors, LLC
CLOSED04,608-4,608-100%$367.3K$0-$367.3K2026-10-16
QTR Family Wealth, LLC
CLOSED04,366-4,366-100%$354.3K$0-$354.3K2026-11-02
Hudson Capital Management LLC
CLOSED04,127-4,127-100%$334.9K$0-$334.9K2026-10-20
One Way Holdings LLC
CLOSED03,470-3,470-100%$281.6K$0-$281.6K2026-10-29
BLB&B Advisors, LLC
CLOSED03,153-3,153-100%$255.9K$0-$255.9K2026-10-27
Advisor OS, LLC
CLOSED03,045-3,045-100%$247.1K$0-$247.1K2026-11-03
Stewardship Advisors, LLC
CLOSED03,045-3,045-100%$247.1K$0-$247.1K2026-10-20
Teza Capital Management LLC
CLOSED02,952-2,952-100%$239.6K$0-$239.6K2026-10-23
First Citizens Bank & Trust Co
CLOSED02,933-2,933-100%$238.0K$0-$238.0K2026-10-14
Wealth Alliance Advisory Group, LLC
CLOSED02,922-2,922-100%$237.2K$0-$237.2K2026-10-14
Master's Wealth Management Inc.
CLOSED02,871-2,871-100%$233.0K$0-$233.0K2026-10-22
180 Wealth Advisors, LLC
CLOSED02,856-2,856-100%$231.8K$0-$231.8K2026-11-03
Virtue Capital Management, LLC
CLOSED02,855-2,855-100%$231.7K$0-$231.7K2026-10-29
Robertson Stephens Wealth Management, LLC
CLOSED02,852-2,852-100%$231.4K$0-$231.4K2026-10-16
Cornerstone Wealth Group, LLC
CLOSED02,833-2,833-100%$229.9K$0-$229.9K2026-11-02
Aprio Wealth Management, LLC
CLOSED02,820-2,820-100%$228.9K$0-$228.9K2026-10-28
Chemistry Wealth Management LLC
CLOSED02,810-2,810-100%$228.1K$0-$228.1K2026-10-16
Procyon Advisors, LLC
CLOSED02,810-2,810-100%$228.1K$0-$228.1K2026-10-21
Bernardo Wealth Planning LLC
CLOSED02,807-2,807-100%$227.8K$0-$227.8K2026-10-23
Diversify Advisory Services, LLC
CLOSED02,754-2,754-100%$218.1K$0-$218.1K2026-10-20
Diversify Wealth Management, LLC
CLOSED02,754-2,754-100%$218.1K$0-$218.1K2026-10-20
Jeppson Wealth Management, LLC
CLOSED02,725-2,725-100%$221.2K$0-$221.2K2026-10-20
Caliber Wealth Management, LLC / KS
CLOSED02,705-2,705-100%$219.5K$0-$219.5K2026-11-04
Cooper Financial Group
CLOSED02,697-2,697-100%$218.9K$0-$218.9K2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED02,692-2,692-100%$218.5K$0-$218.5K2026-10-14
Cypress Wealth Services, LLC
CLOSED02,687-2,687-100%$218.1K$0-$218.1K2026-10-21
Berman McAleer LLC
CLOSED02,679-2,679-100%$217.4K$0-$217.4K2026-10-16
Morton Capital Management LLC
CLOSED02,674-2,674-100%$217.0K$0-$217.0K2026-10-23
Ferguson Wellman Capital Management, Inc
CLOSED02,670-2,670-100%$216.7K$0-$216.7K2026-10-05
Fonville Wealth Management LLC
CLOSED02,666-2,666-100%$216.4K$0-$216.4K2026-10-28
Diversified Enterprises, LLC
CLOSED02,664-2,664-100%$216.2K$0-$216.2K2026-10-19
Fusion Capital, LLC
CLOSED02,619-2,619-100%$212.5K$0-$212.5K2026-10-28
Marion Wealth Management
CLOSED02,600-2,600-100%$211.0K$0-$211.0K2026-10-22
Beaumont Financial Advisors, LLC
CLOSED02,600-2,600-100%$211.0K$0-$211.0K2026-10-22
Landmark Wealth Management, LLC
CLOSED02,591-2,591-100%$210.3K$0-$210.3K2026-11-03
Catalyst Financial Partners LLC
CLOSED02,589-2,589-100%$210.1K$0-$210.1K2026-11-06
Braun-Bostich & Associates Inc.
CLOSED02,574-2,574-100%$208.9K$0-$208.9K2026-10-20
Sowell Financial Services LLC
CLOSED02,573-2,573-100%$208.8K$0-$208.8K2026-10-23
Pinion Investment Advisors, LLC
CLOSED02,571-2,571-100%$208.7K$0-$208.7K2026-11-04
Grantvest Financial Group LLC
CLOSED02,546-2,546-100%$206.6K$0-$206.6K2026-10-21
Focused Alpha, LLC
CLOSED02,541-2,541-100%$206.2K$0-$206.2K2026-10-20
Carnegie Lake Advisors LLC
CLOSED02,536-2,536-100%$205.8K$0-$205.8K2026-11-06
LiftPoint Family Wealth Advisors LLC
CLOSED02,530-2,530-100%$205.3K$0-$205.3K2026-11-03
Auxano Advisors, LLC
CLOSED02,524-2,524-100%$204.8K$0-$204.8K2026-11-06
National Wealth Management Group, LLC
CLOSED02,506-2,506-100%$203.4K$0-$203.4K2026-10-26
Towerpoint Wealth, LLC
CLOSED02,487-2,487-100%$201.9K$0-$201.9K2026-10-13
Nikulski Financial, Inc.
CLOSED02,481-2,481-100%$201.4K$0-$201.4K2026-11-06
Inscription Capital, LLC
CLOSED02,479-2,479-100%$201.2K$0-$201.2K2026-11-02
Avior Wealth Management, LLC
CLOSED02,472-2,472-100%$200.6K$0-$200.6K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED01,689-1,689-100%$137.1K$0-$137.1K2026-10-29
Institute for Wealth Management, Llc.
CLOSED01,039-1,039-100%$84.3K$0-$84.3K2026-11-06
Tsfg, LLC
CLOSED0944-944-100%$77.0K$0-$77.0K2026-10-23
Catalyst Capital Advisors LLC
CLOSED0935-935-100%$75.9K$0-$75.9K2026-11-02
MCF Advisors LLC
CLOSED0803-803-100%$65.2K$0-$65.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED0796-796-100%$64.6K$0-$64.6K2026-10-15
Evermay Wealth Management LLC
CLOSED0773-773-100%$62.7K$0-$62.7K2026-11-05
Salem Investment Counselors Inc
CLOSED0735-735-100%$59.7K$0-$59.7K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0554-554-100%$45.0K$0-$45.0K2026-10-14
Bayforest Capital Ltd
CLOSED0523-523-100%$42.4K$0-$42.4K2026-11-03
Robinswood Financial LLC
CLOSED0513-513-100%$41.7K$0-$41.7K2026-10-20
Costello Asset Management, Inc
CLOSED0417-417-100%$33.8K$0-$33.8K2026-10-30
Axiom Investment Management LLC
CLOSED0123-123-100%$10.0K$0-$10.0K2026-11-03
Evolution Wealth Management Inc.
CLOSED074-74-100%$6.0K$0-$6.0K2026-10-28
Whipplewood Advisors, LLC
CLOSED057-57-100%$4.6K$0-$4.6K2026-10-20
IMG Wealth Management, Inc.
CLOSED033-33-100%$2.7K$0-$2.7K2026-10-27
Key Capital Management, Inc
CLOSED020-20-100%$1.6K$0-$1.6K2026-11-03
LifeSteps Financial, Inc.
CLOSED020-20-100%$1.6K$0-$1.6K2026-10-15
Morton Brown Family Wealth, LLC
CLOSED019-19-100%$1.5K$0-$1.5K2026-10-23
Strengthening Families & Communities, LLC
CLOSED010-10-100%$812$0-$8122026-10-21
Stone House Investment Management, LLC
CLOSED07-7-100%$568$0-$5682026-10-23
Clark Wealth Partners
CLOSED07-7-100%$569$0-$5692026-10-19
Breakwater Investment Management
CLOSED06-6-100%$487$0-$4872026-10-20
Navigoe, LLC
CLOSED06-6-100%$0$0$02026-11-04
Trifecta Capital Advisors, LLC
CLOSED04-4-100%$325$0-$3252026-10-21
Plante Moran Financial Advisors, LLC
CLOSED01-1-100%$81$0-$812026-11-04
BlackRock, Inc.
N/A—53,801,998-53,801,998-100%$4.4B———
Vanguard Capital Management LLC
N/A—32,546,782-32,546,782-100%$2.6B———
Vanguard Portfolio Management LLC
N/A—30,386,398-30,386,398-100%$2.5B———
State Street Corp
N/A—29,481,434-29,481,434-100%$2.4B———
Bank of America Corp
N/A—14,876,783-14,876,783-100%$1.2B———
Capital Research Global Investors
N/A—10,718,961-10,718,961-100%$870.0M———
Morgan Stanley
N/A—7,653,655-7,653,655-100%$621.2M———
Invesco Ltd.
N/A—7,567,343-7,567,343-100%$614.2M———
Legal & General Group Plc
N/A—6,838,275-6,838,275-100%$555.0M———
Norges Bank
N/A—6,520,199-6,520,199-100%$529.2M———
Atlas Infrastructure Partners (UK) Ltd.
N/A—6,163,358-6,163,358-100%$500.2M———
Northern Trust Corp
N/A—5,099,438-5,099,438-100%$413.9M———
UBS Asset Management Americas LLC
N/A—4,600,110-4,600,110-100%$373.3M———
Massachusetts Financial Services Co
N/A—4,442,143-4,442,143-100%$360.5M———
Citadel Advisors LLC
N/A—4,428,016-4,428,016-100%$359.4M———
Goldman Sachs Group Inc
N/A—4,296,529-4,296,529-100%$348.7M———
Van Eck Associates Corp
N/A—3,901,675-3,901,675-100%$316.7M———
Charles Schwab Investment Management Inc
N/A—3,339,147-3,339,147-100%$271.0M———
Franklin Resources Inc
N/A—3,119,238-3,119,238-100%$253.2M———
Ameriprise Financial Inc
N/A—3,023,973-3,023,973-100%$245.4M———
AQR Capital Management LLC
N/A—2,862,071-2,862,071-100%$232.3M———
Vanguard Fiduciary Trust Co
N/A—2,798,166-2,798,166-100%$227.1M———
JPMorgan Chase & Co
N/A—2,655,436-2,655,436-100%$218.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,126,100-2,126,100-100%$172.6M———
Nordea Investment Management AB
N/A—1,791,540-1,791,540-100%$147.1M———
Capital World Investors
N/A—1,750,000-1,750,000-100%$142.0M———
Aviva PLC
N/A—1,749,802-1,749,802-100%$142.0M———
Royal Bank of Canada
N/A—1,734,562-1,734,562-100%$140.8M———
First Trust Advisors LP
N/A—1,672,030-1,672,030-100%$135.7M———
UBS Group AG
N/A—1,560,565-1,560,565-100%$126.7M———
California Public Employees Retirement System
N/A—1,488,448-1,488,448-100%$120.8M———
Energy Income Partners, LLC
N/A—1,432,413-1,432,413-100%$116.3M———
Swiss National Bank
N/A—1,406,700-1,406,700-100%$114.2M———
HSBC Holdings PLC
N/A—1,390,871-1,390,871-100%$113.1M———
Raymond James Financial Inc
N/A—1,387,002-1,387,002-100%$112.6M———
Railway Pension Investments Ltd
N/A—1,360,650-1,360,650-100%$110.4M———
Caisse de Depot ET Placement DU Quebec
N/A—1,343,350-1,343,350-100%$109.0M———
1832 Asset Management L.P.
N/A—1,242,563-1,242,563-100%$100.8M———
Cbre Investment Management Listed Real Assets LLC
N/A—1,199,814-1,199,814-100%$97.4M———
Vanguard Global Advisers, LLC
N/A—1,166,158-1,166,158-100%$94.6M———
California State Teachers Retirement System
N/A—1,102,743-1,102,743-100%$89.5M———
Vanguard Asset Management, Ltd
N/A—1,056,979-1,056,979-100%$85.8M———
Nuveen, LLC
N/A—1,045,176-1,045,176-100%$84.8M———
Point72 Asset Management, L.P.
N/A—966,343-966,343-100%$78.4M———
SG Americas Securities, LLC
N/A—952,191-952,191-100%$77.3M———
Royal London Asset Management LTD
N/A—869,748-869,748-100%$70.6M———
Rhumbline Advisers
N/A—862,545-862,545-100%$70.0M———
BNP Paribas Financial Markets
N/A—849,226-849,226-100%$68.9M———
Cohen & Steers, Inc.
N/A—828,787-828,787-100%$67.3M———
Manufacturers Life Insurance Company, the
N/A—799,406-799,406-100%$64.9M———
Canada Pension Plan Investment Board
N/A—777,398-777,398-100%$63.1M———
Wells Fargo & Company
N/A—756,485-756,485-100%$61.4M———
Qube Research & Technologies Ltd
N/A—739,111-739,111-100%$60.0M———
National Pension Service
N/A—732,199-732,199-100%$59.4M———
Price T Rowe Associates Inc
N/A—721,300-721,300-100%$58.5M———
Alliancebernstein L.P.
N/A—718,823-718,823-100%$58.2M———
FMR LLC
N/A—710,714-710,714-100%$57.7M———
Yaupon Capital Management LP
N/A—706,023-706,023-100%$57.3M———
TD Asset Management Inc
N/A—692,910-692,910-100%$56.2M———
Zacks Investment Management
N/A—689,319-689,319-100%$55.9M———
Envestnet Asset Management Inc
N/A—670,293-670,293-100%$54.4M———
Worldquant Millennium Advisors LLC
N/A—651,213-651,213-100%$52.9M———
Jacobs Levy Equity Management, Inc
N/A—640,908-640,908-100%$52.0M———
Victory Capital Management Inc
N/A—635,234-635,234-100%$51.6M———
Jennison Associates LLC
N/A—620,659-620,659-100%$50.4M———
Renaissance Technologies LLC
N/A—600,500-600,500-100%$48.7M———
Bank of Montreal
N/A—585,572-585,572-100%$47.5M———
Toronto Dominion Bank
N/A—576,647-576,647-100%$46.8M———
BNP Paribas Asset Management Holding S.A.
N/A—574,368-574,368-100%$46.6M———
Quantinno Capital Management LP
N/A—552,523-552,523-100%$44.8M———
Magellan Asset Management Ltd
N/A—548,309-548,309-100%$44.5M———
Danske Bank A/S
N/A—547,694-547,694-100%$44.5M———
Canada Life Assurance Co
N/A—540,052-540,052-100%$43.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—539,639-539,639-100%$43.8M———
Balyasny Asset Management L.P.
N/A—518,442-518,442-100%$42.1M———
Vanguard Investments Australia, Ltd.
N/A—498,278-498,278-100%$40.4M———
D. E. Shaw & Co., Inc.
N/A—490,914-490,914-100%$39.8M———
Life Cycle Investment Partners Ltd
N/A—467,036-467,036-100%$37.9M———
Prudential Financial Inc
N/A—457,776-457,776-100%$37.2M———
State Board of Administration of Florida Retirement System
N/A—448,270-448,270-100%$36.4M———
New York State Common Retirement Fund
N/A—424,868-424,868-100%$34.5M———
Rockefeller Capital Management L.P.
N/A—390,415-390,415-100%$31.7M———
DnB Asset Management AS
N/A—387,028-387,028-100%$31.4M———
Tudor Investment Corp ET AL
N/A—381,172-381,172-100%$30.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—374,155-374,155-100%$30.3M———
APG Asset Management N.V.
N/A—372,158-372,158-100%$26.4M———
KLP Kapitalforvaltning AS
N/A—371,009-371,009-100%$30.1M———
National Bank of Canada
N/A—365,595-365,595-100%$29.7M———
Macquarie Group LTD
N/A—359,958-359,958-100%$29.2M———
Acadian Asset Management LLC
N/A—348,160-348,160-100%$28.2M———
Investment Management Corp of Ontario
N/A—340,282-340,282-100%$27.6M———
Schroder Investment Management Group
N/A—334,289-334,289-100%$27.1M———
Cerity Partners LLC
N/A—325,174-325,174-100%$26.4M———
Bollard Group LLC
N/A—325,124-325,124-100%$26.4M———
Marshall Wace, LLP
N/A—315,265-315,265-100%$25.6M———
State of Wisconsin Investment Board
N/A—310,574-310,574-100%$25.2M———
Korea Investment Corp
N/A—306,326-306,326-100%$24.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—280,166-280,166-100%$22.7M———
American Century Companies Inc
N/A—275,067-275,067-100%$22.3M———
Cetera Investment Advisers
N/A—265,237-265,237-100%$21.5M———
Arrowstreet Capital, Limited Partnership
N/A—264,465-264,465-100%$21.5M———
Foundations Investment Advisors, LLC
N/A—261,886-261,886-100%$21.3M———
Natixis Advisors, LLC
N/A—259,920-259,920-100%$21.1M———
Treasurer of the State of North Carolina
N/A—257,062-257,062-100%$20.9M———
Gotham Asset Management, LLC
N/A—256,275-256,275-100%$20.8M———
Gabelli Funds LLC
N/A—252,873-252,873-100%$20.5M———
Chevy Chase Trust Holdings, LLC
N/A—240,726-240,726-100%$19.5M———
Mariner, LLC
N/A—228,810-228,810-100%$18.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—228,031-228,031-100%$18.5M———
Voloridge Investment Management, LLC
N/A—220,205-220,205-100%$17.9M———
Nomura Asset Management International Inc.
N/A—204,810-204,810-100%$16.6M———
Martingale Asset Management L P
N/A—202,081-202,081-100%$16.4M———
Squarepoint Ops LLC
N/A—197,038-197,038-100%$16.0M———
Tidal Investments LLC
N/A—194,489-194,489-100%$15.8M———
Man Group plc
N/A—192,499-192,499-100%$15.6M———
Voleon Capital Management LP
N/A—187,663-187,663-100%$15.2M———
Aventail Capital Group, LP
N/A—183,252-183,252-100%$14.9M———
SEI Investments Co
N/A—179,748-179,748-100%$14.6M———
Pinebridge Investments LLC
N/A—179,347-179,347-100%$14.6M———
Nomura Asset Management Co LTD
N/A—177,724-177,724-100%$14.4M———
Defiance ETFs, LLC
N/A—175,429-175,429-100%$14.1M———
Mercer Global Advisors Inc
N/A—174,897-174,897-100%$14.2M———
Peapack Gladstone Financial Corp
N/A—170,781-170,781-100%$13.9M———
Credit Agricole S A
N/A—163,507-163,507-100%$13.3M———
Storebrand Asset Management AS
N/A—163,013-163,013-100%$13.2M———
CIBC Bancorp USA Inc.
N/A—157,538-157,538-100%$12.8M———
HighTower Advisors, LLC
N/A—154,476-154,476-100%$12.5M———
Resona Asset Management Co.,Ltd.
N/A—153,667-153,667-100%$12.5M———
Stifel Financial Corp
N/A—150,435-150,435-100%$12.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—150,215-150,215-100%$12.2M———
Public Employees Retirement System of Ohio
N/A—149,518-149,518-100%$12.1M———
Panagora Asset Management Inc
N/A—148,702-148,702-100%$12.1M———
Empower Advisory Group, LLC
N/A—143,039-143,039-100%$11.6M———
Public Sector Pension Investment Board
N/A—142,274-142,274-100%$11.5M———
Osaic Holdings, Inc.
N/A—139,593-139,593-100%$11.3M———
Neuberger Berman Group LLC
N/A—134,876-134,876-100%$11.0M———
Holocene Advisors, LP
N/A—132,587-132,587-100%$10.8M———
Captrust Financial Advisors
N/A—131,020-131,020-100%$10.6M———
Schonfeld Strategic Advisors LLC
N/A—114,910-114,910-100%$9.3M———
MetLife Investment Management, LLC
N/A—114,016-114,016-100%$9.3M———
Trexquant Investment LP
N/A—112,938-112,938-100%$9.2M———
Voya Investment Management LLC
N/A—112,238-112,238-100%$9.1M———
Teacher Retirement System of Texas
N/A—110,454-110,454-100%$9.0M———
Woodline Partners LP
N/A—108,788-108,788-100%$8.8M———
United Capital Financial Advisors, LLC
N/A—106,981-106,981-100%$8.7M———
Adage Capital Partners GP, L.L.C.
N/A—106,084-106,084-100%$8.6M———
Engineers Gate Manager LP
N/A—105,592-105,592-100%$8.6M———
MML Investors Services, LLC
N/A—105,121-105,121-100%$8.5M———
XTX Topco Ltd
N/A—103,092-103,092-100%$8.4M———
Daiichi Life Insurance Co., Ltd.
N/A—102,030-102,030-100%$8.3M———
Jupiter Topco LLC
N/A—92,958-92,958-100%$7.5M———
Entropy Technologies, LP
N/A—89,803-89,803-100%$7.3M———
Ensign Peak Advisors, Inc
N/A—85,835-85,835-100%$7.0M———
LOS Angeles Capital Management LLC
N/A—82,214-82,214-100%$6.7M———
State of Tennessee, Department of Treasury
N/A—81,690-81,690-100%$6.6M———
Opus Investment Management Inc
N/A—80,500-80,500-100%$6.5M———
Focus Partners Wealth
N/A—79,476-79,476-100%$6.5M———
New England Asset Management Inc
N/A—78,343-78,343-100%$6.4M———
Sanctuary Advisors, LLC
N/A—77,716-77,716-100%$6.3M———
Vanguard Personalized Indexing Management, LLC
N/A—76,428-76,428-100%$6.2M———
Qsemble Capital Management, LP
N/A—76,364-76,364-100%$6.2M———
Janney Montgomery Scott LLC
N/A—75,802-75,802-100%$6.2M———
Utah Retirement Systems
N/A—75,786-75,786-100%$6.2M———
Police & Firemen's Retirement System of New Jersey
N/A—75,098-75,098-100%$6.1M———
Private Advisor Group, LLC
N/A—74,794-74,794-100%$6.1M———
British Columbia Investment Management Corp
N/A—74,779-74,779-100%$6.1M———
&partners
N/A—69,123-69,123-100%$5.6M———
AustralianSuper Pty Ltd
N/A—68,729-68,729-100%$5.6M———
O'shaughnessy Asset Management, LLC
N/A—67,858-67,858-100%$5.5M———
Susquehanna International Group, LLP
N/A—67,025-67,025-100%$5.4M———
Nissay Asset Management Corp N
N/A—66,975-66,975-100%$5.4M———
Bleakley Financial Group, LLC
N/A—66,546-66,546-100%$5.4M———
Vinva Investment Management Ltd
N/A—65,619-65,619-100%$5.4M———
USS Investment Management Ltd
N/A—64,463-64,463-100%$5.2M———
Guggenheim Capital LLC
N/A—63,481-63,481-100%$5.2M———
Metis Global Partners, LLC
N/A—62,758-62,758-100%$5.1M———
Public Employees Retirement Association of Colorado
N/A—62,462-62,462-100%$5.1M———
Lionhunter Capital Management, LLC
N/A—61,416-61,416-100%$5.0M———
Northwestern Mutual Wealth Management Co
N/A—60,227-60,227-100%$4.9M———
Oddo BHF Asset Management SAS
N/A—59,091-59,091-100%$4.8M———
Pathstone Holdings, LLC
N/A—57,760-57,760-100%$4.7M———
Hudson Bay Capital Management LP
N/A—57,500-57,500-100%$4.7M———
Bank of Nova Scotia
N/A—55,998-55,998-100%$4.5M———
Glenmede Trust Co NA
N/A—55,785-55,785-100%$4.5M———
Federation des caisses Desjardins du Quebec
N/A—55,159-55,159-100%$4.5M———
Rafferty Asset Management, LLC
N/A—55,041-55,041-100%$4.5M———
IEQ Capital, LLC
N/A—54,582-54,582-100%$4.4M———
CIBC World Market Inc.
N/A—52,520-52,520-100%$4.3M———
Equitable Holdings, Inc.
N/A—50,804-50,804-100%$4.1M———
ING Groep NV
N/A—48,873-48,873-100%$4.0M———
Sciencast Management LP
N/A—48,848-48,848-100%$4.0M———
Benjamin Edwards Inc
N/A—48,734-48,734-100%$4.0M———
Commerce Bank
N/A—48,471-48,471-100%$3.9M———
Allstate Corp
N/A—48,385-48,385-100%$3.9M———
Wealthfront Advisers LLC
N/A—48,132-48,132-100%$3.9M———
Huntington National Bank
N/A—47,936-47,936-100%$3.9M———
Jones Financial Companies Lllp
N/A—47,829-47,829-100%$4.0M———
Rench Wealth Management, Inc.
N/A—47,612-47,612-100%$3.9M———
Hantz Financial Services, Inc.
N/A—47,476-47,476-100%$3.9M———
Advisory Services Network, LLC
N/A—47,103-47,103-100%$3.8M———
Motco
N/A—46,511-46,511-100%$3.8M———
Segall Bryant & Hamill, LLC
N/A—45,826-45,826-100%$3.7M———
BNP Paribas
N/A—45,598-45,598-100%$3.7M———
Dark Forest Capital Management LP
N/A—43,742-43,742-100%$3.6M———
NewEdge Advisors, LLC
N/A—43,031-43,031-100%$3.5M———
Elo Mutual Pension Insurance Co
N/A—42,767-42,767-100%$3.5M———
Susquehanna Portfolio Strategies, LLC
N/A—41,399-41,399-100%$3.4M———
Summit Trail Advisors, LLC
N/A—40,302-40,302-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—40,184-40,184-100%$3.3M———
River Wealth Advisors LLC
N/A—39,894-39,894-100%$3.2M———
Baird Financial Group, Inc.
N/A—39,526-39,526-100%$3.2M———
Teachers Retirement System of the State of Kentucky
N/A—39,029-39,029-100%$3.2M———
Mizuho Securities USA LLC
N/A—39,013-39,013-100%$3.2M———
MAI Capital Management
N/A—38,528-38,528-100%$3.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—37,886-37,886-100%$3.1M———
Pacer Advisors, Inc.
N/A—37,275-37,275-100%$3.0M———
World Investment Advisors
N/A—36,358-36,358-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—36,316-36,316-100%$2.9M———
Norinchukin Bank, The
N/A—36,047-36,047-100%$2.9M———
Capital Fund Management S.A.
N/A—35,965-35,965-100%$2.9M———
Northwest & Ethical Investments L.P.
N/A—35,776-35,776-100%$2.9M———
Stephens Inc
N/A—35,694-35,694-100%$2.9M———
Quadrature Capital Ltd
N/A—35,497-35,497-100%$2.9M———
Saudi Central Bank
N/A—34,912-34,912-100%$2.8M———
Empowered Funds, LLC
N/A—34,425-34,425-100%$2.8M———
Allianz Asset Management GmbH
N/A—34,146-34,146-100%$2.8M———
Sequoia Financial Advisors, LLC
N/A—34,091-34,091-100%$2.8M———
Shelton Capital Management
N/A—33,268-33,268-100%$2.7M———
QRG Capital Management, Inc.
N/A—32,696-32,696-100%$2.7M———
Arax Advisory Partners
N/A—32,052-32,052-100%$2.6M———
Itau Unibanco Holding S.A.
N/A—31,988-31,988-100%$2.6M———
Kentucky Retirement Systems
N/A—31,525-31,525-100%$2.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—31,155-31,155-100%$2.5M———
Millennium Management LLC
N/A—30,564-30,564-100%$2.5M———
PFG Investments, LLC
N/A—30,462-30,462-100%$2.5M———
M&T Bank Corp
N/A—30,439-30,439-100%$2.5M———
Banque Cantonale Vaudoise
N/A—29,760-29,760-100%$2.4M———
Intech Investment Management LLC
N/A—29,733-29,733-100%$2.4M———
Transcend Capital Advisors, LLC
N/A—29,601-29,601-100%$2.4M———
CI Investments Inc.
N/A—29,533-29,533-100%$2.4M———
Ostrum Asset Management
N/A—29,510-29,510-100%$2.4M———
JPL Wealth Management, LLC
N/A—29,413-29,413-100%$2.4M———
Atom Investors LP
N/A—29,008-29,008-100%$2.4M———
AE Wealth Management LLC
N/A—28,608-28,608-100%$2.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—28,225-28,225-100%$2.3M———
Nomura Holdings Inc
N/A—27,959-27,959-100%$2.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—27,750-27,750-100%$2.3M———
St. Nicholas Private Asset Management, Inc
N/A—27,650-27,650-100%$2.2M———
Capital Innovations LLC
N/A—27,549-27,549-100%$2.2M———
Sivia Capital Partners, LLC
N/A—27,258-27,258-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—27,021-27,021-100%$2.2M———
Arvest Bank Trust Division
N/A—26,941-26,941-100%$2.2M———
HRT Financial LP
N/A—26,908-26,908-100%$2.2M———
Blair William & Co
N/A—26,639-26,639-100%$2.2M———
Arkadios Wealth Advisors
N/A—26,353-26,353-100%$2.1M———
Omers Administration Corp
N/A—26,027-26,027-100%$2.1M———
Fox Hill Wealth Management
N/A—24,698-24,698-100%$2.0M———
Wealth Management Associates, Inc.
N/A—24,431-24,431-100%$2.0M———
Horizon Investments, LLC
N/A—24,247-24,247-100%$2.0M———
Clearbridge Investments, LLC
N/A—23,897-23,897-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—23,862-23,862-100%$1.9M———
Advisors Asset Management, Inc.
N/A—23,764-23,764-100%$1.9M———
Tocqueville Asset Management L.P.
N/A—22,963-22,963-100%$1.9M———
Vident Advisory, LLC
N/A—22,622-22,622-100%$1.8M———
Hancock Whitney Corp
N/A—21,743-21,743-100%$1.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,266-21,266-100%$1.7M———
Jane Street Group, LLC
N/A—21,211-21,211-100%$1.7M———
DRW Securities, LLC
N/A—21,176-21,176-100%$1.7M———
Vestcor Inc
N/A—20,812-20,812-100%$1.7M———
Clark Capital Management Group, Inc.
N/A—20,374-20,374-100%$1.7M———
Callan Family Office, LLC
N/A—20,285-20,285-100%$1.6M———
Glen Eagle Advisors, LLC
N/A—19,954-19,954-100%$1.6M———
Meeder Advisory Services, Inc.
N/A—19,640-19,640-100%$1.6M———
Mufg Securities Emea plc
N/A—19,546-19,546-100%$1.6M———
New Age Alpha Advisors, LLC
N/A—19,417-19,417-100%$1.6M———
Inceptionr LLC
N/A—19,252-19,252-100%$1.6M———
Brown Brothers Harriman & Co
N/A—18,811-18,811-100%$1.5M———
Westpac Banking Corp
N/A—18,318-18,318-100%$1.5M———
denkapparat Operations GmbH
N/A—17,924-17,924-100%$1.5M———
Frec Markets, Inc.
N/A—17,711-17,711-100%$1.4M———
iSAM Funds (UK) Ltd
N/A—17,700-17,700-100%$1.4M———
Commerzbank Aktiengesellschaft
N/A—17,688-17,688-100%$1.4M———
Empirical Finance, LLC
N/A—17,562-17,562-100%$1.4M———
Vision Retirement, LLC
N/A—17,512-17,512-100%$1.4M———
Denali Advisors LLC
N/A—17,220-17,220-100%$1.4M———
Caxton Associates LLP
N/A—17,122-17,122-100%$1.4M———
Prestige Wealth Management Group LLC
N/A—16,897-16,897-100%$1.4M———
Waverly Advisors, LLC
N/A—16,562-16,562-100%$1.3M———
Mutual Advisors, LLC
N/A—16,440-16,440-100%$1.3M———
Beck Mack & Oliver LLC
N/A—16,400-16,400-100%$1.3M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—16,300-16,300-100%$1.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—15,977-15,977-100%$1.3M———
Lazard Asset Management LLC
N/A—15,856-15,856-100%$1.3M———
Strategic Investment Advisors / MI
N/A—15,846-15,846-100%$1.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—15,836-15,836-100%$1.3M———
Quantbot Technologies LP
N/A—15,588-15,588-100%$1.3M———
Winton Group Ltd
N/A—15,337-15,337-100%$1.2M———
Jump Financial, LLC
N/A—15,276-15,276-100%$1.2M———
Mufg Securities Americas Inc.
N/A—15,009-15,009-100%$1.2M———
Delta Global Management LP
N/A—14,982-14,982-100%$1.2M———
Tilson Financial Group, Inc.
N/A—14,977-14,977-100%$1.2M———
Advisory Alpha, LLC
N/A—14,856-14,856-100%$1.2M———
South Dakota Investment Council
N/A—14,694-14,694-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—14,608-14,608-100%$1.2M———
Groupama Asset Managment
N/A—14,330-14,330-100%$1.2M———
AXQ Capital, LP
N/A—14,241-14,241-100%$1.2M———
Bank OZK
N/A—13,295-13,295-100%$1.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—13,082-13,082-100%$1.1M———
Sound View Wealth Advisors Group, LLC
N/A—12,907-12,907-100%$1.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—12,884-12,884-100%$1.0M———
Cresset Asset Management, LLC
N/A—12,601-12,601-100%$1.0M———
Prosperity Consulting Group, LLC
N/A—11,887-11,887-100%$964.7K———
Coldstream Capital Management Inc
N/A—11,747-11,747-100%$953.4K———
Private Wealth Asset Management, LLC
N/A—11,710-11,710-100%$950.4K———
Brown Advisory Inc
N/A—11,410-11,410-100%$926.0K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—11,386-11,386-100%$924.1K———
Vestmark Advisory Solutions, Inc.
N/A—11,258-11,258-100%$913.7K———
Mediolanum International Funds Ltd
N/A—11,055-11,055-100%$911.3K———
Global Retirement Partners, LLC
N/A—10,989-10,989-100%$891.9K———
Osmosis Investment Management UK Ltd
N/A—10,979-10,979-100%$891.1K———
Arete Wealth Advisors, LLC
N/A—10,844-10,844-100%$880.2K———
Advisors Capital Management, LLC
N/A—10,833-10,833-100%$879.2K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—10,337-10,337-100%$839.0K———
Capital Analysts, LLC
N/A—10,239-10,239-100%$831.0K———
Syon Capital LLC
N/A—10,214-10,214-100%$828.9K———
Sovereign Financial Group, Inc.
N/A—10,072-10,072-100%$817.4K———
Canada Post Corp Registered Pension Plan
N/A—10,069-10,069-100%$817.2K———
Prudential PLC
N/A—10,030-10,030-100%$814.0K———
Haverford Trust Co
N/A—9,934-9,934-100%$806.2K———
Stratos Wealth Partners, Ltd.
N/A—9,889-9,889-100%$802.6K———
Independent Advisor Alliance
N/A—9,876-9,876-100%$801.5K———
OneDigital Investment Advisors LLC
N/A—9,817-9,817-100%$796.7K———
Great Valley Advisor Group, Inc.
N/A—9,789-9,789-100%$794.5K———
EntryPoint Capital, LLC
N/A—9,771-9,771-100%$793.0K———
Kintra Wealth, LLC
N/A—9,648-9,648-100%$732.6K———
EP Wealth Advisors, LLC
N/A—9,487-9,487-100%$769.9K———
Two Sigma Securities, LLC
N/A—9,477-9,477-100%$769.2K———
Summit Financial, LLC
N/A—9,458-9,458-100%$767.6K———
Focus Partners Advisor Solutions, LLC
N/A—9,458-9,458-100%$767.6K———
RiverFront Investment Group, LLC
N/A—9,259-9,259-100%$751.5K———
Coastal Bridge Advisors, LLC
N/A—9,226-9,226-100%$748.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—9,000-9,000-100%$741.9K———
Wealthspire Advisors, LLC
N/A—8,987-8,987-100%$729.4K———
Envestnet Portfolio Solutions, Inc.
N/A—8,971-8,971-100%$728.1K———
Altshuler Shaham Ltd
N/A—8,956-8,956-100%$726.9K———
Cullen Capital Management, LLC
N/A—8,948-8,948-100%$726.2K———
Crews Bank & Trust
N/A—8,714-8,714-100%$707.2K———
Kiker Wealth Management, LLC
N/A—8,605-8,605-100%$698.4K———
Aviso Financial Inc.
N/A—8,604-8,604-100%$698.3K———
First American Trust, FSB
N/A—8,527-8,527-100%$692.0K———
First Manhattan Co. Llc.
N/A—8,390-8,390-100%$680.9K———
TCW Group Inc
N/A—8,378-8,378-100%$680.0K———
Main Street Financial Solutions, LLC
N/A—8,363-8,363-100%$678.8K———
GSA Capital Partners LLP
N/A—8,227-8,227-100%$668.0K———
Federated Hermes, Inc.
N/A—8,189-8,189-100%$664.6K———
Smartleaf Asset Management LLC
N/A—8,127-8,127-100%$669.9K———
IHT Wealth Management, LLC
N/A—7,978-7,978-100%$647.5K———
Havemeyer Place LP
N/A—7,953-7,953-100%$645.5K———
Checchi Capital Advisers, LLC
N/A—7,889-7,889-100%$640.3K———
Bradley Foster & Sargent Inc
N/A—7,887-7,887-100%$640.1K———
Alteri Wealth LLC
N/A—7,870-7,870-100%$638.7K———
Snowden Capital Advisors LLC
N/A—7,801-7,801-100%$633.1K———
Magnetar Financial LLC
N/A—7,800-7,800-100%$633.0K———
Tulsa Wealth Advisors, Inc
N/A—7,794-7,794-100%$632.6K———
Roehl & Yi Investment Advisors, LLC
N/A—7,740-7,740-100%$628.2K———
Gilbert & Cook, Inc.
N/A—7,582-7,582-100%$615.4K———
Siemens Fonds Invest GmbH
N/A—7,383-7,383-100%$599.2K———
Kingsview Wealth Management, LLC
N/A—7,377-7,377-100%$598.7K———
NorthStar Asset Management LLC
N/A—7,333-7,333-100%$595.2K———
Fiduciary Trust Co
N/A—7,291-7,291-100%$591.7K———
Modern Wealth Management, LLC
N/A—7,267-7,267-100%$589.8K———
Wellington Management Group LLP
N/A—7,265-7,265-100%$589.6K———
Pine Valley Investments Ltd Liability Co
N/A—7,260-7,260-100%$589.2K———
Boothbay Fund Management, LLC
N/A—7,188-7,188-100%$583.4K———
Tower Research Capital LLC (TRC)
N/A—7,175-7,175-100%$582.3K———
Aptus Capital Advisors, LLC
N/A—7,087-7,087-100%$575.2K———
Curi Capital, LLC
N/A—7,001-7,001-100%$568.2K———
Essex Financial Services, Inc.
N/A—6,582-6,582-100%$534.2K———
Johnson Investment Counsel Inc
N/A—6,564-6,564-100%$532.7K———
Trivium Point Advisory, LLC
N/A—6,543-6,543-100%$531.0K———
Twin Capital Management Inc
N/A—6,535-6,535-100%$530.4K———
Bessemer Group Inc
N/A—6,477-6,477-100%$514.0K———
Ameritas Advisory Services, LLC
N/A—6,267-6,267-100%$508.6K———
Meiji Yasuda Life Insurance Co
N/A—6,208-6,208-100%$503.8K———
Pallas Capital Advisors LLC
N/A—6,168-6,168-100%$500.6K———
Howe & Rusling Inc
N/A—6,142-6,142-100%$498.5K———
Sumitomo Life Insurance Co
N/A—6,106-6,106-100%$495.6K———
Liberty Wealth Management LLC
N/A—6,019-6,019-100%$487.2K———
Calton & Associates, Inc.
N/A—5,971-5,971-100%$484.6K———
Ellevest, Inc.
N/A—5,919-5,919-100%$480.4K———
Landscape Capital Management, L.L.C.
N/A—5,898-5,898-100%$478.7K———
Quantitative Investment Management, LLC
N/A—5,857-5,857-100%$475.0K———
Moneta Group Investment Advisors LLC
N/A—5,785-5,785-100%$469.5K———
Shufro Rose & Co LLC
N/A—5,784-5,784-100%$469.4K———
Palumbo Wealth Management LLC
N/A—5,693-5,693-100%$462.0K———
Riverview Trust Co
N/A—5,515-5,515-100%$447.6K———
Groupe la Francaise
N/A—5,440-5,440-100%$441.5K———
Stoneridge Investment Partners LLC
N/A—5,421-5,421-100%$416———
Oxford Financial Group, Ltd. LLC
N/A—5,413-5,413-100%$439.3K———
Erste Asset Management GmbH
N/A—5,409-5,409-100%$445.9K———
Wealth Alliance, LLC
N/A—5,405-5,405-100%$438.7K———
Fiduciary Group, LLC
N/A—5,401-5,401-100%$438.3K———
Eventide Asset Management, LLC
N/A—5,387-5,387-100%$443.8K———
Graham Capital Management, L.P.
N/A—5,353-5,353-100%$434.4K———
Tiaa Wealth Investment Management LLC
N/A—5,331-5,331-100%$433.3K———
Roundview Capital LLC
N/A—5,309-5,309-100%$430.9K———
Stock Yards Bank & Trust Co
N/A—5,282-5,282-100%$428.7K———
ST Germain D J Co Inc
N/A—5,268-5,268-100%$427.6K———
Legacy Financial Advisors, Inc.
N/A—5,206-5,206-100%$422.5K———
Leavell Investment Management, Inc.
N/A—5,132-5,132-100%$416.5K———
Prasad Wealth Partners, LLC
N/A—5,121-5,121-100%$415.6K———
Two Sigma Investments, LP
N/A—5,086-5,086-100%$412.8K———
Northstar Advisory Group, LLC
N/A—4,988-4,988-100%$404.8K———
Strategies Wealth Advisors, LLC
N/A—4,936-4,936-100%$400.6K———
Smithfield Trust Co
N/A—4,932-4,932-100%$400.0K———
Silvercrest Asset Management Group LLC
N/A—4,854-4,854-100%$394.0K———
FourThought Financial Partners, LLC
N/A—4,793-4,793-100%$389.0K———
Strategic Wealth Partners, Ltd.
N/A—4,779-4,779-100%$387.9K———
Empirical Asset Management, LLC
N/A—4,641-4,641-100%$376.7K———
Pinnacle Financial Partners, Inc.
N/A—4,605-4,605-100%$373.8K———
Xcelsior Advisor Partners LLC
N/A—4,587-4,587-100%$372.3K———
Meeder Asset Management Inc
N/A—4,586-4,586-100%$372.2K———
US Asset Management LLC
N/A—4,585-4,585-100%$372.1K———
Northstar Group, Inc.
N/A—4,562-4,562-100%$370.2K———
Ingalls & Snyder LLC
N/A—4,505-4,505-100%$366.0K———
Belpointe Asset Management LLC
N/A—4,490-4,490-100%$364.5K———
Harbour Wealth Management Group, Inc.
N/A—4,483-4,483-100%$363.8K———
Element Wealth, LLC
N/A—4,472-4,472-100%$362.9K———
Waddell & Associates, LLC
N/A—4,420-4,420-100%$358.7K———
Fukoku Mutual Life Insurance Co
N/A—4,381-4,381-100%$355.6K———
Crawford Investment Counsel Inc
N/A—4,380-4,380-100%$355.5K———
Gateway Wealth Partners, LLC
N/A—4,297-4,297-100%$348.8K———
Ameritas Investment Partners, Inc.
N/A—4,290-4,290-100%$348.2K———
Becker Capital Management Inc
N/A—4,282-4,282-100%$347.5K———
Whittier Trust Co
N/A—4,260-4,260-100%$344.2K———
Cvfg LLC
N/A—4,162-4,162-100%$337.8K———
Bogart Wealth, LLC
N/A—4,112-4,112-100%$333.7K———
Select Asset Management & Trust
N/A—4,103-4,103-100%$333.0K———
Bull Harbor Capital LLC
N/A—4,095-4,095-100%$332.4K———
Mark Sheptoff Financial Planning, LLC
N/A—4,000-4,000-100%$324.6K———
LSP Investment Advisors, LLC
N/A—3,934-3,934-100%$319.3K———
Cary Street Partners Financial LLC
N/A—3,920-3,920-100%$318.2K———
Westwood Holdings Group Inc
N/A—3,904-3,904-100%$316.8K———
PCB Capital LLC
N/A—3,816-3,816-100%$309.7K———
CreativeOne Wealth, LLC
N/A—3,801-3,801-100%$308.5K———
Harbour Investments, Inc.
N/A—3,796-3,796-100%$308.1K———
Evolve Private Wealth, LLC
N/A—3,776-3,776-100%$306.5K———
GTS Securities LLC
N/A—3,765-3,765-100%$305.6K———
Zuckerman Investment Group, LLC
N/A—3,740-3,740-100%$303.5K———
West Family Investments, Inc.
N/A—3,726-3,726-100%$302.4K———
Blom & Howell Financial Planning, Inc.
N/A—3,705-3,705-100%$300.7K———
Rexford Capital Inc
N/A—3,663-3,663-100%$297.3K———
Savvy Advisors, Inc.
N/A—3,629-3,629-100%$294.5K———
Rothschild Investment LLC
N/A—3,602-3,602-100%$292.3K———
Principal Securities, Inc.
N/A—3,556-3,556-100%$288.6K———
AlTi Global, Inc.
N/A—3,544-3,544-100%$287.7K———
Kahn Brothers Group Inc
N/A—3,524-3,524-100%$286.0K———
HM Payson & Co
N/A—3,505-3,505-100%$284.5K———
Expressive Wealth LLC
N/A—3,486-3,486-100%$282.9K———
Ossiam
N/A—3,479-3,479-100%$282.4K———
Atlantic Union Bankshares Corp
N/A—3,473-3,473-100%$281.8K———
Ballentine Partners, LLC
N/A—3,440-3,440-100%$279.2K———
AlphaGrep UK Ltd
N/A—3,437-3,437-100%$278.9K———
FLC Capital Advisors
N/A—3,400-3,400-100%$275.9K———
Continuum Advisory, LLC
N/A—3,392-3,392-100%$275.3K———
Foster & Motley Inc
N/A—3,383-3,383-100%$275.0K———
Meadowbrook Advisors Group, LLC
N/A—3,354-3,354-100%$272.2K———
NCM Capital Management, LLC
N/A—3,341-3,341-100%$271.2K———
Truvestments Capital LLC
N/A—3,313-3,313-100%$268.9K———
Ruggaard & Associates LLC
N/A—3,233-3,233-100%$262.4K———
Ausdal Financial Partners, Inc.
N/A—3,231-3,231-100%$262.2K———
LaSalle St. Investment Advisors, LLC
N/A—3,209-3,209-100%$260.4K———
Bank of Nova Scotia Trust Co
N/A—3,202-3,202-100%$259.9K———
Pure Financial Advisors, LLC
N/A—3,171-3,171-100%$257.4K———
RNC Capital Management LLC
N/A—3,137-3,137-100%$254.6K———
SlateStone Wealth, LLC
N/A—3,135-3,135-100%$254.0K———
Ironwood Investment Counsel, LLC
N/A—3,114-3,114-100%$252.7K———
L2 Asset Management, LLC
N/A—3,106-3,106-100%$252.1K———
one8zero8, LLC
N/A—3,100-3,100-100%$251.6K———
First Western Trust Bank
N/A—3,088-3,088-100%$250.6K———
PSI Advisors, LLC
N/A—3,086-3,086-100%$250.5K———
IFG Advisory, LLC
N/A—3,059-3,059-100%$248.3K———
Trustmark Bank Trust Department
N/A—3,040-3,040-100%$246.7K———
Johnson Financial Group, Inc.
N/A—3,033-3,033-100%$246.2K———
Ethos Financial Group, LLC
N/A—3,010-3,010-100%$234.1K———
RWA Wealth Partners, LLC
N/A—2,956-2,956-100%$239.9K———
Advyzon Investment Management, LLC
N/A—2,939-2,939-100%$238.5K———
Kera Capital Partners, Inc.
N/A—2,934-2,934-100%$238.1K———
JMN Financial LLC
N/A—2,926-2,926-100%$237.5K———
Baldwin Investment Management, LLC
N/A—2,900-2,900-100%$235.4K———
First National Bank & Trust Co of Newtown
N/A—2,898-2,898-100%$222.2K———
Cambient Family Office, LLC
N/A—2,891-2,891-100%$234.6K———
Dorsey & Whitney Trust Co LLC
N/A—2,887-2,887-100%$234.3K———
Wick Capital Partners, LLC
N/A—2,884-2,884-100%$234.0K———
Capital International Sarl
N/A—2,856-2,856-100%$231.8K———
Platform Wealth Management, LLC
N/A—2,845-2,845-100%$230.9K———
WealthTrust Axiom LLC
N/A—2,844-2,844-100%$230.8K———
Schnieders Capital Management, Llc.
N/A—2,831-2,831-100%$229.8K———
Severin Investments, LLC
N/A—2,814-2,814-100%$228.4K———
Waterloo Capital, L.P.
N/A—2,788-2,788-100%$226.3K———
Proficio Capital Partners LLC
N/A—2,784-2,784-100%$225.9K———
Flputnam Investment Management Co
N/A—2,771-2,771-100%$224.9K———
Gallagher Fiduciary Advisors, LLC
N/A—2,767-2,767-100%$224.6K———
FIL Ltd
N/A—2,758-2,758-100%$223.8K———
Range Advisory, LLC
N/A—2,745-2,745-100%$222.8K———
Meridian Wealth Partners, LLC
N/A—2,744-2,744-100%$222.7K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,696-2,696-100%$218.8K———
Saiph Capital, LLC
N/A—2,687-2,687-100%$218.1K———
CSM Advisors, LLC
N/A—2,670-2,670-100%$217.0K———
Gladstone Institutional Advisory LLC
N/A—2,658-2,658-100%$215.7K———
Chesapeake Wealth Management
N/A—2,637-2,637-100%$214.0K———
Beaton Management Co. Inc.
N/A—2,596-2,596-100%$211.0K———
Napier Financial, LLC
N/A—2,581-2,581-100%$209.5K———
Frisch Financial Group, Inc.
N/A—2,576-2,576-100%$209.1K———
Asset Management Group, Inc.
N/A—2,551-2,551-100%$207.0K———
Bank of Hawaii
N/A—2,522-2,522-100%$204.7K———
Basecamp Wealth Advisors LLC
N/A—2,520-2,520-100%$204.5K———
Vantus Wealth LLC
N/A—2,510-2,510-100%$203.7K———
Knightsbridge Asset Management, LLC
N/A—2,496-2,496-100%$202.6K———
Flow Traders U.S. LLC
N/A—2,485-2,485-100%$202.0K———
Walleye Capital LLC
N/A—2,465-2,465-100%$200.1K———
Webster Bank, N. A.
N/A—2,400-2,400-100%$194.8K———
BFC Planning, Inc.
N/A—2,337-2,337-100%$189.7K———
ESL Trust Services, LLC
N/A—2,332-2,332-100%$189.3K———
GeoWealth Management, LLC
N/A—2,307-2,307-100%$187.2K———
Walleye Trading LLC
N/A—2,180-2,180-100%$176.9K———
Geneos Wealth Management Inc.
N/A—1,851-1,851-100%$150.2K———
Tiaa Trust, National Association
N/A—1,676-1,676-100%$136.0K———
Centaurus Financial, Inc.
N/A—1,495-1,495-100%$121.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,451-1,451-100%$117.8K———
Quarry LP
N/A—1,444-1,444-100%$117.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,424-1,424-100%$115.6K———
Cyber Hornet ETFs LLC
N/A—1,358-1,358-100%$110.2K———
Strategic Investment Solutions, Inc.
N/A—1,316-1,316-100%$106.8K———
Westfuller Advisors, LLC
N/A—1,257-1,257-100%$102.0K———
Capula Management Ltd
N/A—1,160-1,160-100%$94.1K———
SouthState Bank Corp
N/A—1,149-1,149-100%$93.3K———
Godfrey Financial Associates, Inc.
N/A—1,090-1,090-100%$88.5K———
Anchor Investment Management, LLC
N/A—1,050-1,050-100%$85.2K———
Ameriflex Group, Inc.
N/A—961-961-100%$78.0K———
Benson Wealth Management Inc
N/A—936-936-100%$76.0K———
Silvant Capital Management LLC
N/A—910-910-100%$73.9K———
Allied Private Wealth LLC
N/A—874-874-100%$71.1K———
CoreFirst Bank & Trust
N/A—820-820-100%$66.6K———
GW&K Investment Management, LLC
N/A—812-812-100%$66.0K———
S&T Bank
N/A—799-799-100%$64.8K———
Quent Capital, LLC
N/A—736-736-100%$59.8K———
Steigerwald, Gordon & Koch Inc.
N/A—700-700-100%$56.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—690-690-100%$56.0K———
Financial Life Planners
N/A—676-676-100%$54.9K———
Keating Financial Advisory Services, Inc.
N/A—676-676-100%$54.9K———
Allianz SE
N/A—630-630-100%$51.1K———
Colonial Trust Advisors
N/A—600-600-100%$48.7K———
Ramirez Asset Management, Inc.
N/A—583-583-100%$47.3K———
1015 Capital Partners, LLC
N/A—548-548-100%$44.5K———
Whittier Trust Co of Nevada Inc
N/A—545-545-100%$44.6K———
Synergy Investment Management, LLC
N/A—521-521-100%$40.8K———
Colonial Trust Co / SC
N/A—433-433-100%$35.1K———
Bellevue Asset Management, LLC
N/A—430-430-100%$34.9K———
SOA Wealth Advisors, Llc.
N/A—430-430-100%$34.9K———
Aberdeen Wealth Management LLC
N/A—400-400-100%$32.5K———
Estabrook Capital Management
N/A—373-373-100%$30.3K———
PlanVest Financial, Inc
N/A—365-365-100%$29.6K———
SIT Investment Associates Inc
N/A—355-355-100%$29.0K———
Ogorek Anthony Joseph
N/A—351-351-100%$28———
Cornerstone Financial Management LLC
N/A—334-334-100%$27.1K———
TD Capital Management LLC
N/A—326-326-100%$26.4K———
Edmond de Rothschild Holding S.A.
N/A—321-321-100%$26.1K———
VSM Wealth Advisory, LLC
N/A—310-310-100%$25.1K———
Burnham & Co LLC
N/A—298-298-100%$24.2K———
Rialto Wealth Management, LLC
N/A—269-269-100%$21.8K———
Bartlett & Co. Wealth Management LLC
N/A—241-241-100%$19.6K———
Bruce G. Allen Investments, LLC
N/A—237-237-100%$19.2K———
Fiduciary Financial Advisors
N/A—231-231-100%$18.2K———
CVA Family Office, LLC
N/A—226-226-100%$18.3K———
Sachetta, LLC
N/A—211-211-100%$17.1K———
Kemnay Advisory Services Inc.
N/A—210-210-100%$17.0K———
LRI Investments, LLC
N/A—203-203-100%$16.5K———
Ancora Advisors LLCA
N/A—199-199-100%$16.2K———
Transamerica Financial Advisors, LLC
N/A—189-189-100%$15.4K———
Heritage Wealth Advisors
N/A—150-150-100%$12.2K———
SHP Wealth Management
N/A—140-140-100%$11.3K———
Millstone Evans Group, LLC
N/A—133-133-100%$10.8K———
Park Place Capital Corp
N/A—125-125-100%$10.1K———
Kilter Group LLC
N/A—115-115-100%$9.3K———
Marshall Investment Management, LLC
N/A—100-100-100%$8.1K———
Operose Advisors LLC
N/A—100-100-100%$8.1K———
1 North Wealth Services LLC
N/A—95-95-100%$7.7K———
Strive Financial Group,LLC
N/A—90-90-100%$7.3K———
HHM Wealth Advisors, LLC
N/A—88-88-100%$7.1K———
Greykasell Wealth Strategies, Inc.
N/A—87-87-100%$7.1K———
Raffa Wealth Management, LLC
N/A—84-84-100%$6.8K———
N.E.W. Advisory Services LLC
N/A—68-68-100%$5.5K———
Delta Asset Management LLC
N/A—60-60-100%$4.9K———
Horizon Bancorp Inc
N/A—60-60-100%$5.0K———
CNB Bank
N/A—54-54-100%$4.4K———
Chesapeake Asset Management LLC
N/A—54-54-100%$4.4K———
Walsh & Associates, LLC
N/A—48-48-100%$3.9K———
Dunhill Financial, LLC
N/A—45-45-100%$3.7K———
MidFirst Bank
N/A—45-45-100%$3.7K———
Penserra Capital Management LLC
N/A—42-42-100%$3———
Dogwood Wealth Management LLC
N/A—41-41-100%$3.3K———
Aventura Private Wealth, LLC
N/A—37-37-100%$3.0K———
Vanguard National Trust Co
N/A—36-36-100%$2.9K———
Investors Portfolio Services LLC
N/A—32-32-100%$2.6K———
Medallion Wealth Advisors, LLC
N/A—21-21-100%$1.7K———
HFM Investment Advisors, LLC
N/A—18-18-100%$1.5K———
BOK Financial Private Wealth, Inc.
N/A—10-10-100%$812———
Chelsea Counsel Co
N/A—8-8-100%$650———
Crewe Advisors LLC
N/A—7-7-100%$569———
Seneschal Advisors, LLC
N/A—6-6-100%$487———
E Fund Management (Hong Kong) Co., Ltd.
N/A—4-4-100%$325———
IMA Advisory Services, Inc.
N/A—3-3-100%$243———
Ross\johnson & Associates LLC
N/A—1-1-100%$81———
Highland Investment Advisors LLC
N/A—1-1-100%$81———
Showing 1370 of 1370 institutions