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RTX Corp (RTX)

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
Shares33,543,723 from 33,183,061
Change+360,662 (+1%)
Value$6.2B (-$69.5M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares23,425,882 from 22,872,255
Change+553,627 (+2%)
Value$4.3B (+$9.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares10,633,002 from 7,675,415
Change+2,957,587 (+39%)
Value$2.0B (+$517.8M)
Filed 2026-11-05
Sanders Capital, LLC
INCREASED
Shares9,285,728 from 9,277,878
Change+7,850 (+0%)
Value$1.7B (-$36.4M)
Filed 2026-11-02
Amundi
INCREASED
Shares9,020,192 from 7,768,207
Change+1,251,985 (+16%)
Value$1.7B (+$200.7M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares7,954,599 from 7,882,549
Change+72,050 (+1%)
Value$1.5B (-$18.6M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,554,976 from 3,357,045
Change+197,931 (+6%)
Value$660.0M (+$23.0M)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares3,208,301 from 3,825,965
Change-617,664 (-16%)
Value$595.6M (-$130.3M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares2,889,628 from 2,846,848
Change+42,780 (+2%)
Value$536.5M (-$3.7M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares2,849,864 from 2,853,081
Change-3,217 (0%)
Value$529.1M (-$12.2M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,773,210 from 2,856,949
Change-83,739 (-3%)
Value$514.8M (-$27.2M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares2,518,534 from 2,505,790
Change+12,744 (+1%)
Value$467.6M (-$7.9M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares2,454,273 from 2,390,305
Change+63,968 (+3%)
Value$455.6M (+$2.1M)
Filed 2026-10-30
Barclays PLC
DECREASED
Shares1,819,548 from 2,432,413
Change-612,865 (-25%)
Value$337.8M (-$123.7M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,550,305 from 1,615,128
Change-64,823 (-4%)
Value$287.8M (-$18.6M)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares1,366,172 from 669,162
Change+697,010 (+104%)
Value$253.6M (+$126.7M)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares1,301,998 from 1,126,664
Change+175,334 (+16%)
Value$241.8M (+$28.2M)
Filed 2026-11-06
Cincinnati Insurance Co
UNCHANGED
Shares1,121,916 from 1,121,916
Change0 (0%)
Value$208.3M (-$4.6M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares1,120,889 from 1,165,712
Change-44,823 (-4%)
Value$208.1M (-$13.1M)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,071,192 from 1,082,603
Change-11,411 (-1%)
Value$198.9K (-$205.2M)
Filed 2026-11-03
Welch & Forbes LLC
DECREASED
Shares1,052,357 from 1,069,878
Change-17,521 (-2%)
Value$195.4M (-$7.6M)
Filed 2026-11-04
New York State Teachers Retirement System
DECREASED
Shares1,029,289 from 1,072,575
Change-43,286 (-4%)
Value$191.1K (-$203.3M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares922,588 from 930,311
Change-7,723 (-1%)
Value$171.3M (-$5.2M)
Filed 2026-11-05
Great Lakes Advisors, LLC
DECREASED
Shares919,599 from 1,023,271
Change-103,672 (-10%)
Value$170.7M (-$23.4M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares856,019 from 885,793
Change-29,774 (-3%)
Value$158.9M (-$9.1M)
Filed 2026-10-28
Bahl & Gaynor LLC
DECREASED
Shares786,039 from 803,134
Change-17,095 (-2%)
Value$145.9M (-$6.5M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares780,503 from 739,028
Change+41,475 (+6%)
Value$111.3M (+$58.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares776,963 from 820,485
Change-43,522 (-5%)
Value$144.2M (-$11.4M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares764,834 from 726,144
Change+38,690 (+5%)
Value$142.0M (+$4.2M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares736,655 from 691,086
Change+45,569 (+7%)
Value$136.8M (+$5.6M)
Filed 2026-11-02
King Luther Capital Management Corp
INCREASED
Shares668,112 from 595,818
Change+72,294 (+12%)
Value$124.0M (+$11.0M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares650,903 from 570,156
Change+80,747 (+14%)
Value$120.8M (+$12.7M)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
INCREASED
Shares614,886 from 558,143
Change+56,743 (+10%)
Value$114.2M (+$8.3M)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares613,734 from 603,071
Change+10,663 (+2%)
Value$113.9M (-$480.9K)
Filed 2026-10-27
AdviceOne Advisory Services, LLC
DECREASED
Shares600,055 from 607,171
Change-7,116 (-1%)
Value$111.4M (-$3.8M)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares589,750 from 603,483
Change-13,733 (-2%)
Value$109.5M (-$5.0M)
Filed 2026-11-04
UniSuper Management Pty Ltd
DECREASED
Shares497,614 from 684,180
Change-186,566 (-27%)
Value$92.4M (-$37.4M)
Filed 2026-10-26
Border to Coast Pensions Partnership Ltd
INCREASED
Shares489,507 from 444,304
Change+45,203 (+10%)
Value$90.7K (-$84.1M)
Filed 2026-10-09
Calamos Advisors LLC
INCREASED
Shares487,614 from 479,675
Change+7,939 (+2%)
Value$90.5M (-$483.2K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares478,628 from 470,320
Change+8,308 (+2%)
Value$88.9M (-$376.5K)
Filed 2026-10-27
Gateway Investment Advisers LLC
INCREASED
Shares473,584 from 466,435
Change+7,149 (+2%)
Value$87.9M (-$575.8K)
Filed 2026-10-13
Welch Group, LLC
DECREASED
Shares461,868 from 461,989
Change-121 (0%)
Value$85.7M (-$1.9M)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares454,008 from 453,609
Change+399 (+0%)
Value$84.3M (-$1.8M)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
DECREASED
Shares435,039 from 435,841
Change-802 (0%)
Value$80.8M (-$1.9M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares415,893 from 409,643
Change+6,250 (+2%)
Value$77.2M (-$511.0K)
Filed 2026-11-05
Gladstone Capital Management LLP
DECREASED
Shares414,272 from 496,055
Change-81,783 (-16%)
Value$76.9M (-$17.2M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares410,684 from 500,681
Change-89,997 (-18%)
Value$76.2M (-$18.8M)
Filed 2026-10-30
Robeco Institutional Asset Management B.V.
INCREASED
Shares402,688 from 381,784
Change+20,904 (+5%)
Value$74.8M (+$2.3M)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares401,440 from 398,567
Change+2,873 (+1%)
Value$74.5K (-$75.5M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares393,488 from 371,723
Change+21,765 (+6%)
Value$73.1M (+$2.5M)
Filed 2026-11-04
Aegon Asset Management UK PLC
INCREASED
Shares387,611 from 344,681
Change+42,930 (+12%)
Value$72.0M (+$6.6M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares387,243 from 383,318
Change+3,925 (+1%)
Value$71.9M (-$835.3K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares381,739 from 340,989
Change+40,750 (+12%)
Value$70.9M (+$6.2M)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares379,306 from 373,482
Change+5,824 (+2%)
Value$70.4M (-$442.6K)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares373,082 from 358,034
Change+15,048 (+4%)
Value$69.3M (+$1.3M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares367,034 from 370,453
Change-3,419 (-1%)
Value$68.1M (-$2.1M)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares360,401 from 353,501
Change+6,900 (+2%)
Value$66.9M (-$161.3K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares358,197 from 341,024
Change+17,173 (+5%)
Value$66.5M (+$1.8M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares338,600 from 344,800
Change-6,200 (-2%)
Value$62.9M (-$2.6M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
NEW
Shares332,518
Change+332,518
Value$62.4K
Filed 2026-10-27
Grandfield & Dodd, LLC
DECREASED
Shares327,976 from 331,291
Change-3,315 (-1%)
Value$60.9M (-$2.0M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares324,540 from 321,443
Change+3,097 (+1%)
Value$60.3M (-$736.5K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares316,737 from 321,242
Change-4,505 (-1%)
Value$58.8K (-$60.9M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares309,684 from 296,432
Change+13,252 (+4%)
Value$57.5M (+$1.3M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares303,102 from 136,776
Change+166,326 (+122%)
Value$56.1M (+$29.9M)
Filed 2026-10-16
Cacti Asset Management LLC
DECREASED
Shares299,236 from 300,136
Change-900 (0%)
Value$55.9M (-$1.0M)
Filed 2026-10-01
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares297,766 from 297,446
Change+320 (+0%)
Value$55.3M (-$1.2M)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED
Shares291,237 from 290,172
Change+1,065 (+0%)
Value$54.1M (-$987.0K)
Filed 2026-11-05
Aberdeen Group plc
INCREASED
Shares289,106 from 92,373
Change+196,733 (+213%)
Value$70.8M (+$53.2M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares284,365 from 432,106
Change-147,741 (-34%)
Value$52.6M (-$30.3M)
Filed 2026-11-04
Retirement Systems of Alabama
DECREASED
Shares282,636 from 282,908
Change-272 (0%)
Value$52.5M (-$1.2M)
Filed 2026-11-04
Obermeyer Wealth Partners
INCREASED
Shares262,055 from 261,544
Change+511 (+0%)
Value$48.7M (-$972.4K)
Filed 2026-10-21
Neos Investment Management LLC
INCREASED
Shares253,867 from 217,334
Change+36,533 (+17%)
Value$47.1M (+$5.9M)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares247,771 from 243,293
Change+4,478 (+2%)
Value$46.0M (-$161.3K)
Filed 2026-10-29
Natixis
NEW
Shares242,296
Change+242,296
Value$45.0M
Filed 2026-11-06
Rakuten Investment Management, Inc.
NEW
Shares241,837
Change+241,837
Value$45.2M
Filed 2026-10-30
Xponance LLC
INCREASED
Shares237,010 from 222,008
Change+15,002 (+7%)
Value$44.0M (+$1.9M)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares229,598 from 235,569
Change-5,971 (-3%)
Value$42.6K (-$44.7M)
Filed 2026-10-23
Heritage Investors Management Corp
DECREASED
Shares227,082 from 232,580
Change-5,498 (-2%)
Value$42.2K (-$44.1M)
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares225,563 from 228,174
Change-2,611 (-1%)
Value$41.9M (-$1.4M)
Filed 2026-10-20
Markel Group Inc.
UNCHANGED
Shares224,000 from 224,000
Change0 (0%)
Value$41.6M (-$913.9K)
Filed 2026-10-30
Saratoga Research & Investment Management
DECREASED
Shares223,151 from 243,447
Change-20,296 (-8%)
Value$41.4M (-$4.8M)
Filed 2026-10-16
Avity Investment Management Inc.
DECREASED
Shares222,260 from 228,978
Change-6,718 (-3%)
Value$41.3M (-$2.2M)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
INCREASED
Shares220,219 from 209,248
Change+10,971 (+5%)
Value$40.9M (+$1.2M)
Filed 2026-11-06
Salem Investment Counselors Inc
DECREASED
Shares219,207 from 219,752
Change-545 (0%)
Value$40.7M (-$997.8K)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares218,105 from 214,007
Change+4,098 (+2%)
Value$40.5M (-$112.5K)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares217,359 from 215,139
Change+2,220 (+1%)
Value$40.4M (-$465.6K)
Filed 2026-10-29
Verity & Verity, LLC
INCREASED
Shares215,997 from 214,245
Change+1,752 (+1%)
Value$40.1M (-$548.9K)
Filed 2026-10-23
Campbell Newman Asset Management Inc
DECREASED
Shares210,191 from 210,672
Change-481 (0%)
Value$39.0M (-$948.8K)
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares208,205 from 213,435
Change-5,230 (-2%)
Value$36.4M (-$1.8M)
Filed 2026-10-20
Busey Bank
DECREASED
Shares202,360 from 204,031
Change-1,671 (-1%)
Value$37.6M (-$1.1M)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares202,099 from 199,606
Change+2,493 (+1%)
Value$37.5M (-$351.7K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares201,945 from 216,274
Change-14,329 (-7%)
Value$37.5M (-$3.5M)
Filed 2026-10-20
Allworth Financial LP
NEW
Shares199,729
Change+199,729
Value$37.9M
Filed 2026-11-06
Franklin Street Advisors Inc
DECREASED
Shares197,970 from 198,332
Change-362 (0%)
Value$36.8M (-$876.3K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares197,968 from 207,927
Change-9,959 (-5%)
Value$36.8M (-$2.7M)
Filed 2026-10-05
Conning Inc.
DECREASED
Shares197,103 from 218,583
Change-21,480 (-10%)
Value$36.6M (-$4.9M)
Filed 2026-10-27
Philadelphia Trust Co
DECREASED
Shares194,831 from 211,151
Change-16,320 (-8%)
Value$36.2K (-$40.0M)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares194,706 from 243,023
Change-48,317 (-20%)
Value$36.1M (-$10.8M)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED
Shares193,809 from 196,349
Change-2,540 (-1%)
Value$36.0M (-$1.3M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares191,551 from 186,194
Change+5,357 (+3%)
Value$35.6M (+$234.9K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares190,118 from 186,961
Change+3,157 (+2%)
Value$35.3M (-$176.7K)
Filed 2026-10-07
Deprince Race & Zollo Inc
DECREASED
Shares188,718 from 200,927
Change-12,209 (-6%)
Value$35.0M (-$3.1M)
Filed 2026-10-13
New York Life Investment Management LLC
DECREASED
Shares187,436 from 187,452
Change-16 (0%)
Value$34.8M (-$767.8K)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares186,284 from 180,779
Change+5,505 (+3%)
Value$34.6M (+$284.4K)
Filed 2026-10-20
Factory Mutual Insurance Co
DECREASED
Shares185,965 from 186,065
Change-100 (0%)
Value$34.5M (-$777.7K)
Filed 2026-10-30
Penn Davis Mcfarland Inc
DECREASED
Shares184,665 from 186,527
Change-1,862 (-1%)
Value$34.3M (-$1.1M)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares182,803 from 236,833
Change-54,030 (-23%)
Value$33.9M (-$11.0M)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares182,509 from 179,970
Change+2,539 (+1%)
Value$33.9M (-$262.9K)
Filed 2026-11-04
OFI Invest Asset Management
DECREASED
Shares182,460 from 187,608
Change-5,148 (-3%)
Value$29.9M (-$1.3M)
Filed 2026-11-06
Washington Trust Co
INCREASED
Shares179,591 from 179,136
Change+455 (+0%)
Value$33.3M (-$646.3K)
Filed 2026-10-22
Eastern Bank
INCREASED
Shares177,392 from 83,667
Change+93,725 (+112%)
Value$32.9M (+$17.1M)
Filed 2026-10-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares176,815 from 172,054
Change+4,761 (+3%)
Value$32.6M (-$994.3K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares176,708 from 177,118
Change-410 (0%)
Value$32.8M (-$798.8K)
Filed 2026-10-23
Gradient Investments LLC
INCREASED
Shares175,405 from 81,001
Change+94,404 (+117%)
Value$32.6M (+$17.2M)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares174,505 from 176,048
Change-1,543 (-1%)
Value$32.4M (-$1.0M)
Filed 2026-11-06
Braun Stacey Associates Inc
DECREASED
Shares173,887 from 199,579
Change-25,692 (-13%)
Value$32.3M (-$5.6M)
Filed 2026-10-19
Kanawha Capital Management LLC
DECREASED
Shares170,775 from 171,251
Change-476 (0%)
Value$31.7M (-$787.1K)
Filed 2026-10-19
HB Wealth Management, LLC
INCREASED
Shares170,731 from 162,986
Change+7,745 (+5%)
Value$31.7M (+$772.8K)
Filed 2026-10-23
Godsey & Gibb, Inc
DECREASED
Shares169,717 from 171,629
Change-1,912 (-1%)
Value$31.5M (-$1.1M)
Filed 2026-10-14
Meyer Handelman Co
DECREASED
Shares168,554 from 169,274
Change-720 (0%)
Value$31.3M (-$824.3K)
Filed 2026-10-28
Eurizon Capital SGR S.p.A.
DECREASED
Shares167,271 from 191,451
Change-24,180 (-13%)
Value$31.1M (-$5.1M)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
INCREASED
Shares165,684 from 165,507
Change+177 (+0%)
Value$30.8M (-$642.4K)
Filed 2026-10-30
Union Bancaire Privee, UBP SA
INCREASED
Shares164,701 from 162,720
Change+1,981 (+1%)
Value$27.3M (-$2.2M)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares163,694 from 161,465
Change+2,229 (+1%)
Value$30.4M (-$245.0K)
Filed 2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares163,509 from 161,537
Change+1,972 (+1%)
Value$30.4K (-$30.6M)
Filed 2026-10-26
71 West Capital Partners
DECREASED
Shares163,088 from 164,546
Change-1,458 (-1%)
Value$30.3M (-$942.0K)
Filed 2026-11-04
Pittenger & Anderson Inc
INCREASED
Shares160,640 from 146,552
Change+14,088 (+10%)
Value$29.8M (+$2.0M)
Filed 2026-11-02
Cohen Klingenstein LLC
UNCHANGED
Shares154,527 from 154,527
Change0 (0%)
Value$28.7M (-$630.5K)
Filed 2026-10-15
CapWealth Advisors, LLC
DECREASED
Shares153,565 from 154,255
Change-690 (0%)
Value$28.5M (-$757.5K)
Filed 2026-10-05
Tctc Holdings, LLC
INCREASED
Shares151,224 from 151,054
Change+170 (+0%)
Value$28.1M (-$584.7K)
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares150,462 from 161,308
Change-10,846 (-7%)
Value$27.9M (-$2.7M)
Filed 2026-10-30
General American Investors Co Inc
DECREASED
Shares150,000 from 160,000
Change-10,000 (-6%)
Value$27.8M (-$2.5M)
Filed 2026-11-02
Connecticut Wealth Management, LLC
DECREASED
Shares149,234 from 150,342
Change-1,108 (-1%)
Value$27.7M (-$819.1K)
Filed 2026-10-13
F&V Capital Management, LLC
DECREASED
Shares148,007 from 149,511
Change-1,504 (-1%)
Value$27.5K (-$28.3M)
Filed 2026-10-19
IFM Investors Pty Ltd
DECREASED
Shares147,519 from 150,481
Change-2,962 (-2%)
Value$27.4M (-$1.2M)
Filed 2026-10-14
State of Alaska, Department of Revenue
DECREASED
Shares147,367 from 151,650
Change-4,283 (-3%)
Value$27.4K (-$28.7M)
Filed 2026-10-15
Douglas Lane & Associates, LLC
DECREASED
Shares144,683 from 169,440
Change-24,757 (-15%)
Value$26.9M (-$5.3M)
Filed 2026-10-09
KBC Group NV
INCREASED
Shares144,261 from 133,697
Change+10,564 (+8%)
Value$26.8K (-$25.3M)
Filed 2026-10-22
Patten & Patten Inc
DECREASED
Shares143,972 from 147,061
Change-3,089 (-2%)
Value$26.7M (-$1.2M)
Filed 2026-10-26
Woodstock Corp
DECREASED
Shares143,084 from 143,517
Change-433 (0%)
Value$26.6M (-$665.9K)
Filed 2026-10-13
Townsend & Associates, Inc
INCREASED
Shares139,413 from 138,736
Change+677 (+0%)
Value$27.0M (+$59.1K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares138,279 from 137,803
Change+476 (+0%)
Value$25.7M (-$473.9K)
Filed 2026-10-21
Mutual of America Capital Management LLC
DECREASED
Shares137,611 from 138,534
Change-923 (-1%)
Value$25.5M (-$736.6K)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares136,891 from 141,689
Change-4,798 (-3%)
Value$25.4M (-$1.5M)
Filed 2026-10-28
ARS Investment Partners, LLC
DECREASED
Shares134,161 from 135,549
Change-1,388 (-1%)
Value$24.9M (-$810.7K)
Filed 2026-11-05
LEE Danner & Bass Inc
DECREASED
Shares134,014 from 134,515
Change-501 (0%)
Value$24.9M (-$641.8K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares132,885 from 123,890
Change+8,995 (+7%)
Value$24.7M (+$1.2M)
Filed 2026-11-06
Cadinha & Co LLC
INCREASED
Shares128,841 from 128,485
Change+356 (+0%)
Value$23.9M (-$458.1K)
Filed 2026-10-22
Anchor Capital Advisors LLC
DECREASED
Shares128,228 from 129,507
Change-1,279 (-1%)
Value$23.8M (-$766.0K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares127,889 from 73,926
Change+53,963 (+73%)
Value$23.7M (+$9.7M)
Filed 2026-10-23
Chesley Taft & Associates LLC
INCREASED
Shares125,803 from 124,452
Change+1,351 (+1%)
Value$23.4M (-$257.0K)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares124,331 from 132,012
Change-7,681 (-6%)
Value$23.1M (-$2.0M)
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares123,545 from 126,215
Change-2,670 (-2%)
Value$22.9M (-$1.0M)
Filed 2026-10-15
Florida Trust Wealth Management Co
DECREASED
Shares123,018 from 123,478
Change-460 (0%)
Value$22.8M (-$589.2K)
Filed 2026-11-05
Tamar Securities, LLC
DECREASED
Shares122,830 from 126,640
Change-3,810 (-3%)
Value$22.8M (-$1.2M)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares122,470 from 126,115
Change-3,645 (-3%)
Value$22.7M (-$1.2M)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares122,340 from 122,831
Change-491 (0%)
Value$22.7M (-$592.3K)
Filed 2026-11-04
Glenview Trust Co
DECREASED
Shares121,839 from 122,442
Change-603 (0%)
Value$22.6M (-$611.5K)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares121,504 from 139,058
Change-17,554 (-13%)
Value$22.6M (-$3.8M)
Filed 2026-11-06
Nykredit A/S
DECREASED
Shares121,446 from 125,961
Change-4,515 (-4%)
Value$22.5M (-$1.4M)
Filed 2026-11-06
Community Trust & Investment Co
DECREASED
Shares120,567 from 120,568
Change-1 (0%)
Value$22.4M (-$492.1K)
Filed 2026-10-15
Arnhold LLC
DECREASED
Shares119,909 from 154,290
Change-34,381 (-22%)
Value$22.3M (-$7.0M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares119,229 from 94,391
Change+24,838 (+26%)
Value$22.1M (+$4.2M)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares118,234 from 115,565
Change+2,669 (+2%)
Value$22.0M (+$24.1K)
Filed 2026-10-14
Kornitzer Capital Management Inc
DECREASED
Shares117,970 from 119,082
Change-1,112 (-1%)
Value$21.9M (-$692.3K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares117,455 from 120,156
Change-2,701 (-2%)
Value$21.8M (-$991.6K)
Filed 2026-10-22
Adell Harriman & Carpenter Inc
INCREASED
Shares117,389 from 114,719
Change+2,670 (+2%)
Value$21.8M (+$27.6K)
Filed 2026-11-02
Sky Investment Group LLC
INCREASED
Shares115,836 from 81,493
Change+34,343 (+42%)
Value$21.5M (+$6.0M)
Filed 2026-10-30
Cutler Investment Counsel LLC
DECREASED
Shares114,191 from 115,223
Change-1,032 (-1%)
Value$21.2M (-$661.6K)
Filed 2026-10-28
Payden & Rygel
UNCHANGED
Shares114,000 from 114,000
Change0 (0%)
Value$21.2K (-$21.6M)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
DECREASED
Shares113,632 from 114,004
Change-372 (0%)
Value$21.1M (-$534.2K)
Filed 2026-11-03
LBP AM SA
DECREASED
Shares113,307 from 479,123
Change-365,816 (-76%)
Value$21.0M (-$69.9M)
Filed 2026-11-06
Burney Co/
DECREASED
Shares113,238 from 113,283
Change-45 (0%)
Value$21.0M (-$470.4K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
DECREASED
Shares112,561 from 114,759
Change-2,198 (-2%)
Value$20.9M (-$876.3K)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
DECREASED
Shares112,502 from 114,125
Change-1,623 (-1%)
Value$20.9M (-$767.1K)
Filed 2026-10-21
Cookson Peirce & Co Inc
INCREASED
Shares111,551 from 1,171
Change+110,380 (+9426%)
Value$20.7M (+$20.5M)
Filed 2026-10-30
Principle Wealth Partners LLC
DECREASED
Shares111,213 from 111,340
Change-127 (0%)
Value$20.6M (-$477.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares108,336 from 110,137
Change-1,801 (-2%)
Value$20.1M (-$783.8K)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares108,215 from 150,275
Change-42,060 (-28%)
Value$20.1K (-$28.5M)
Filed 2026-11-02
Gulf International Bank (UK) Ltd
UNCHANGED
Shares105,377 from 105,377
Change0 (0%)
Value$19.6K (-$20.0M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares102,849 from 144,865
Change-42,016 (-29%)
Value$19.1M (-$8.4M)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares102,629 from 93,099
Change+9,530 (+10%)
Value$19.1M (+$1.4M)
Filed 2026-10-23
Harbour Trust & Investment Management Co
INCREASED
Shares102,612 from 101,820
Change+792 (+1%)
Value$19.0M (-$268.4K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares102,459 from 98,778
Change+3,681 (+4%)
Value$19.0K (-$18.7M)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares102,051 from 103,691
Change-1,640 (-2%)
Value$18.9M (-$727.5K)
Filed 2026-11-05
Bourgeon Capital Management LLC
INCREASED
Shares101,924 from 90,089
Change+11,835 (+13%)
Value$18.9M (+$1.8M)
Filed 2026-10-19
Allied Investment Advisors, LLC
INCREASED
Shares101,527 from 101,187
Change+340 (+0%)
Value$18.8M (-$349.7K)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
INCREASED
Shares101,506 from 88,345
Change+13,161 (+15%)
Value$18.8M (+$2.1M)
Filed 2026-11-05
Archon Partners LLC
UNCHANGED
Shares101,000 from 101,000
Change0 (0%)
Value$18.8M (-$412.1K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares100,742 from 100,187
Change+555 (+1%)
Value$18.7M (-$305.4K)
Filed 2026-10-28
Highland Capital Management, LLC
DECREASED
Shares97,820 from 98,320
Change-500 (-1%)
Value$18.2M (-$494.0K)
Filed 2026-10-26
Vantage Investment Partners, LLC
DECREASED
Shares97,663 from 97,788
Change-125 (0%)
Value$18.1M (-$422.2K)
Filed 2026-10-27
Everett Harris & Co
DECREASED
Shares97,151 from 105,058
Change-7,907 (-8%)
Value$18.0M (-$1.9M)
Filed 2026-10-28
KTF Investments, LLC
DECREASED
Shares95,650 from 97,820
Change-2,170 (-2%)
Value$17.8M (-$802.0K)
Filed 2026-10-23
Abner Herrman & Brock LLC
INCREASED
Shares95,377 from 88,193
Change+7,184 (+8%)
Value$17.7K (+$974)
Filed 2026-10-20
JB Capital LLC
INCREASED
Shares95,007 from 92,308
Change+2,699 (+3%)
Value$17.6M (+$124.5K)
Filed 2026-10-19
Canal Insurance Co
UNCHANGED
Shares93,662 from 93,662
Change0 (0%)
Value$17.4K (-$17.8M)
Filed 2026-10-20
Bokf, NA
INCREASED
Shares90,702 from 82,497
Change+8,205 (+10%)
Value$16.8M (+$1.2M)
Filed 2026-10-27
Cornerstone Advisors, LLC
UNCHANGED
Shares90,538 from 90,538
Change0 (0%)
Value$16.8M (-$369.4K)
Filed 2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares90,166 from 94,946
Change-4,780 (-5%)
Value$16.7M (-$1.3M)
Filed 2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares89,573 from 89,562
Change+11 (+0%)
Value$16.6M (-$363.3K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares87,974 from 88,999
Change-1,025 (-1%)
Value$16.3M (-$553.4K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
DECREASED
Shares86,405 from 87,194
Change-789 (-1%)
Value$16.0M (-$502.2K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares86,114 from 82,150
Change+3,964 (+5%)
Value$16.0M (+$400.7K)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares85,194 from 87,730
Change-2,536 (-3%)
Value$15.8M (-$828.6K)
Filed 2026-10-30
JGP Wealth Management, LLC
INCREASED
Shares83,423 from 82,053
Change+1,370 (+2%)
Value$15.5M (-$80.5K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares83,407 from 83,992
Change-585 (-1%)
Value$15.5M (-$451.3K)
Filed 2026-10-23
Maryland State Retirement & Pension System
INCREASED
Shares82,678 from 72,779
Change+9,899 (+14%)
Value$15.3M (+$1.5M)
Filed 2026-11-05
Baxter Bros Inc
DECREASED
Shares82,468 from 85,081
Change-2,613 (-3%)
Value$15.3M (-$832.2K)
Filed 2026-11-04
Security National Bank
INCREASED
Shares80,864 from 80,315
Change+549 (+1%)
Value$15.0M (-$225.8K)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares80,525 from 81,864
Change-1,339 (-2%)
Value$14.9M (-$582.6K)
Filed 2026-10-21
Carmel Capital Management L.L.C.
DECREASED
Shares80,251 from 80,526
Change-275 (0%)
Value$14.9M (-$379.6K)
Filed 2026-10-30
Vise Technologies, Inc.
NEW
Shares79,478
Change+79,478
Value$14.8M
Filed 2026-10-29
Ethic Inc.
INCREASED
Shares79,229 from 71,783
Change+7,446 (+10%)
Value$14.7M (+$1.1M)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
DECREASED
Shares77,606 from 79,615
Change-2,009 (-3%)
Value$14.4M (-$697.8K)
Filed 2026-10-15
Saybrook Capital
DECREASED
Shares77,539 from 79,169
Change-1,630 (-2%)
Value$14.4M (-$625.6K)
Filed 2026-10-27
Stanley-Laman Group, Ltd.
DECREASED
Shares77,116 from 80,359
Change-3,243 (-4%)
Value$14.3M (-$930.0K)
Filed 2026-10-20
Renaissance Investment Group LLC
DECREASED
Shares76,102 from 76,650
Change-548 (-1%)
Value$14.1M (-$414.5K)
Filed 2026-10-28
Burns J W & Co Inc
DECREASED
Shares76,049 from 76,121
Change-72 (0%)
Value$14.1M (-$323.9K)
Filed 2026-10-20
Inspire Trust Co, N.A.
INCREASED
Shares75,600 from 72,600
Change+3,000 (+4%)
Value$14.0M (+$260.7K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares75,076 from 75,795
Change-719 (-1%)
Value$13.9M (-$442.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares75,001 from 70,571
Change+4,430 (+6%)
Value$13.9M (+$539.2K)
Filed 2026-10-08
M. Kraus & Co
DECREASED
Shares74,294 from 76,097
Change-1,803 (-2%)
Value$13.8M (-$645.2K)
Filed 2026-10-20
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares73,626 from 106,071
Change-32,445 (-31%)
Value$13.7M (-$6.5M)
Filed 2026-10-26
Hartford Investment Management Co
DECREASED
Shares72,166 from 74,415
Change-2,249 (-3%)
Value$13.4M (-$721.1K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares72,038 from 73,296
Change-1,258 (-2%)
Value$13.4M (-$532.7K)
Filed 2026-11-05
Synergy Asset Management, LLC
DECREASED
Shares71,988 from 126,392
Change-54,404 (-43%)
Value$13.4M (-$10.6M)
Filed 2026-11-05
Matthew Goff Investment Advisor, LLC
INCREASED
Shares71,693 from 71,395
Change+298 (+0%)
Value$13.3M (-$236.1K)
Filed 2026-10-13
Narwhal Capital Management
DECREASED
Shares71,610 from 80,241
Change-8,631 (-11%)
Value$13.3M (-$1.9M)
Filed 2026-11-04
Valicenti Advisory Services Inc
DECREASED
Shares71,287 from 71,460
Change-173 (0%)
Value$13.2K (-$324)
Filed 2026-10-23
Cincinnati Financial Corp
UNCHANGED
Shares71,000 from 71,000
Change0 (0%)
Value$13.2M (-$289.7K)
Filed 2026-11-03
Oak Harvest Investment Services
INCREASED
Shares70,216 from 5,000
Change+65,216 (+1304%)
Value$13.0M (+$12.1M)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED
Shares69,985 from 61,396
Change+8,589 (+14%)
Value$13.0M (+$1.3M)
Filed 2026-10-16
Compass Capital Management, Inc
INCREASED
Shares69,926 from 67,645
Change+2,281 (+3%)
Value$13.0M (+$147.5K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares69,821 from 67,103
Change+2,718 (+4%)
Value$14.0M (+$1.2M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares69,776 from 70,249
Change-473 (-1%)
Value$13.0M (-$374.5K)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares69,178 from 70,090
Change-912 (-1%)
Value$12.8M (-$455.3K)
Filed 2026-11-05
First Financial Bank - Trust Division
INCREASED
Shares68,800 from 66,810
Change+1,990 (+3%)
Value$12.8M (+$96.9K)
Filed 2026-10-01
Smithbridge Asset Management Inc
INCREASED
Shares68,777 from 67,950
Change+827 (+1%)
Value$12.8M (-$123.7K)
Filed 2026-10-19
Tufton Capital Management
DECREASED
Shares68,524 from 69,217
Change-693 (-1%)
Value$12.7K (-$13.1M)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares68,391 from 1,564
Change+66,827 (+4273%)
Value$12.7M (+$12.4M)
Filed 2026-10-16
Griffin Asset Management, Inc.
DECREASED
Shares67,813 from 68,173
Change-360 (-1%)
Value$12.6M (-$345.0K)
Filed 2026-10-22
Royal Fund Management, LLC
DECREASED
Shares67,754 from 71,353
Change-3,599 (-5%)
Value$12.6M (-$959.3K)
Filed 2026-10-22
Ascent Wealth Partners, LLC
INCREASED
Shares67,055 from 66,818
Change+237 (+0%)
Value$12.4M (-$228.6K)
Filed 2026-10-23
Palisade Asset Management, LLC
DECREASED
Shares66,858 from 67,285
Change-427 (-1%)
Value$12.4M (-$353.8K)
Filed 2026-11-03
New Mexico Educational Retirement Board
UNCHANGED
Shares66,776 from 66,776
Change0 (0%)
Value$12.4K (-$12.7M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares66,300 from 68,800
Change-2,500 (-4%)
Value$12.3M (-$744.8K)
Filed 2026-10-20
Cohen Capital Management, Inc.
DECREASED
Shares65,233 from 65,503
Change-270 (0%)
Value$12.1M (-$317.4K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares65,221 from 69,873
Change-4,652 (-7%)
Value$12.1M (-$1.1M)
Filed 2026-10-23
LS Investment Advisors, LLC
DECREASED
Shares65,150 from 69,724
Change-4,574 (-7%)
Value$12.1M (-$1.1M)
Filed 2026-10-13
Marietta Wealth Management, LLC
DECREASED
Shares65,026 from 66,560
Change-1,534 (-2%)
Value$12.1M (-$503.2K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares64,435 from 70,395
Change-5,960 (-8%)
Value$12.0M (-$1.4M)
Filed 2026-10-22
Hendershot Investments Inc.
DECREASED
Shares64,226 from 64,925
Change-699 (-1%)
Value$11.9M (-$394.7K)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares64,094 from 64,259
Change-165 (0%)
Value$11.9M (-$292.8K)
Filed 2026-10-28
LMG Wealth Partners, LLC
INCREASED
Shares63,167 from 62,720
Change+447 (+1%)
Value$11.7M (-$172.8K)
Filed 2026-11-05
Live Oak Private Wealth LLC
DECREASED
Shares62,490 from 62,917
Change-427 (-1%)
Value$11.6M (-$336.0K)
Filed 2026-11-02
Benedict Financial Advisors Inc
DECREASED
Shares62,425 from 63,731
Change-1,306 (-2%)
Value$11.6M (-$502.6K)
Filed 2026-10-07
Beacon Investment Advisory Services, Inc.
DECREASED
Shares62,334 from 62,599
Change-265 (0%)
Value$11.6M (-$304.6K)
Filed 2026-10-13
RPG Investment Advisory, LLC
DECREASED
Shares61,839 from 112,515
Change-50,676 (-45%)
Value$11.5M (-$9.9M)
Filed 2026-10-21
AIA Group Ltd
DECREASED
Shares61,045 from 91,328
Change-30,283 (-33%)
Value$11.3M (-$6.0M)
Filed 2026-10-30
Goelzer Investment Management, Inc.
INCREASED
Shares60,764 from 56,585
Change+4,179 (+7%)
Value$11.3M (+$545.0K)
Filed 2026-10-16
Nordwand Advisors, LLC
DECREASED
Shares60,610 from 60,781
Change-171 (0%)
Value$11.3M (-$279.7K)
Filed 2026-11-05
Yarbrough Capital, LLC
UNCHANGED
Shares59,996 from 59,996
Change0 (0%)
Value$11.1M (-$244.8K)
Filed 2026-10-19
Strategic Planning Group, LLC
INCREASED
Shares59,756 from 58,495
Change+1,261 (+2%)
Value$11.1M (-$4.5K)
Filed 2026-10-22
Romano Brothers and Company
DECREASED
Shares59,689 from 60,704
Change-1,015 (-2%)
Value$11.1M (-$436.1K)
Filed 2026-10-22
Neville Rodie & Shaw Inc
DECREASED
Shares58,995 from 59,375
Change-380 (-1%)
Value$11.0K (-$314)
Filed 2026-10-05
Contravisory Investment Management, Inc.
DECREASED
Shares58,494 from 60,256
Change-1,762 (-3%)
Value$10.9M (-$573.0K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares57,898 from 60,470
Change-2,572 (-4%)
Value$10.7M (-$724.2K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
DECREASED
Shares57,870 from 58,545
Change-675 (-1%)
Value$10.7M (-$364.2K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares57,323 from 56,269
Change+1,054 (+2%)
Value$10.6M (-$33.9K)
Filed 2026-10-21
Oak Asset Management, LLC
DECREASED
Shares56,665 from 57,440
Change-775 (-1%)
Value$10.5M (-$378.1K)
Filed 2026-10-13
ProVise Management Group, LLC
DECREASED
Shares56,511 from 59,508
Change-2,997 (-5%)
Value$10.5M (-$799.3K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
DECREASED
Shares56,501 from 58,597
Change-2,096 (-4%)
Value$10.5M (-$628.2K)
Filed 2026-10-14
Modera Wealth Management, LLC
INCREASED
Shares55,693 from 55,554
Change+139 (+0%)
Value$10.3M (-$200.7K)
Filed 2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares55,656
Change+55,656
Value$10.3K
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares55,535 from 55,399
Change+136 (+0%)
Value$10.3K (-$10.5M)
Filed 2026-10-22
Lockheed Martin Investment Management Co
DECREASED
Shares55,370 from 80,820
Change-25,450 (-31%)
Value$10.3M (-$5.1M)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares53,989 from 54,941
Change-952 (-2%)
Value$10.0M (-$401.0K)
Filed 2026-11-04
Asset Planning Services Inc
DECREASED
Shares53,860 from 54,275
Change-415 (-1%)
Value$10.0K (-$10.3M)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares53,725 from 50,179
Change+3,546 (+7%)
Value$10.0M (+$453.5K)
Filed 2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares53,500 from 56,711
Change-3,211 (-6%)
Value$9.9M (-$827.9K)
Filed 2026-10-30
Pegasus Asset Management, Inc.
INCREASED
Shares53,005 from 52,439
Change+566 (+1%)
Value$9.8M (-$108.9K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares52,953 from 49,636
Change+3,317 (+7%)
Value$9.8M (+$413.3K)
Filed 2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares52,612 from 45,745
Change+6,867 (+15%)
Value$9.8M (+$1.1M)
Filed 2026-11-05
Founders Capital Management
INCREASED
Shares52,168 from 51,478
Change+690 (+1%)
Value$9.7M (-$81.9K)
Filed 2026-10-13
Citizens National Bank Trust Department
INCREASED
Shares52,149 from 51,819
Change+330 (+1%)
Value$9.7M (-$150.2K)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED
Shares52,100 from 49,674
Change+2,426 (+5%)
Value$9.7M (+$247.7K)
Filed 2026-10-26
Eastover Investment Advisors LLC
DECREASED
Shares51,458 from 51,649
Change-191 (0%)
Value$9.6M (-$246.2K)
Filed 2026-10-05
Valeo Financial Advisors, LLC
INCREASED
Shares51,133 from 50,921
Change+212 (+0%)
Value$9.5M (-$168.4K)
Filed 2026-10-08
Perryman Financial Advisory Inc
INCREASED
Shares50,946 from 50,485
Change+461 (+1%)
Value$9.5M (-$120.4K)
Filed 2026-10-16
Towne Trust Company, N.a
DECREASED
Shares50,565 from 51,599
Change-1,034 (-2%)
Value$9.4M (-$402.5K)
Filed 2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares50,434 from 53,271
Change-2,837 (-5%)
Value$9.4M (-$744.0K)
Filed 2026-11-03
Dana Investment Advisors, Inc.
DECREASED
Shares50,344 from 53,040
Change-2,696 (-5%)
Value$9.3M (-$717.0K)
Filed 2026-11-06
Phraction Management LLC
DECREASED
Shares50,275 from 50,960
Change-685 (-1%)
Value$9.3M (-$335.1K)
Filed 2026-10-14
Uncommon Cents Investing Inc
DECREASED
Shares50,046 from 50,870
Change-824 (-2%)
Value$9.3M (-$360.5K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares49,582 from 46,995
Change+2,587 (+6%)
Value$9.2M (+$288.5K)
Filed 2026-10-08
Builder Investment Group Inc
DECREASED
Shares49,436 from 49,477
Change-41 (0%)
Value$9.2M (-$209.4K)
Filed 2026-10-22
TrueMark Investments, LLC
INCREASED
Shares49,310 from 43,234
Change+6,076 (+14%)
Value$9.2M (+$951.6K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares49,309 from 47,752
Change+1,557 (+3%)
Value$9.2M (+$94.2K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares49,046 from 48,843
Change+203 (+0%)
Value$9.1M (-$161.6K)
Filed 2026-10-27
First American Bank
DECREASED
Shares48,893 from 50,084
Change-1,191 (-2%)
Value$9.1M (-$425.5K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares48,792 from 54,160
Change-5,368 (-10%)
Value$9.0M (-$1.2M)
Filed 2026-11-05
YHB Investment Advisors, Inc.
DECREASED
Shares48,617 from 48,845
Change-228 (0%)
Value$9.0M (-$241.6K)
Filed 2026-10-08
Citizens Financial Group Inc
DECREASED
Shares48,072 from 48,960
Change-888 (-2%)
Value$8.9M (-$364.6K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
DECREASED
Shares47,163 from 47,239
Change-76 (0%)
Value$8.8M (-$206.8K)
Filed 2026-10-26
Advanced Asset Management Advisors Inc
UNCHANGED
Shares46,776 from 46,776
Change0 (0%)
Value$8.7M (-$190.8K)
Filed 2026-10-20
Shepherd Financial Partners LLC
DECREASED
Shares46,746 from 47,201
Change-455 (-1%)
Value$8.7M (-$277.1K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares46,552 from 47,635
Change-1,083 (-2%)
Value$8.6M (-$395.3K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED
Shares46,264 from 45,340
Change+924 (+2%)
Value$8.6M (-$13.5K)
Filed 2026-10-16
Searle & Co.
DECREASED
Shares46,079 from 48,079
Change-2,000 (-4%)
Value$8.6M (-$567.5K)
Filed 2026-11-04
Guardian Partners Inc.
DECREASED
Shares45,933 from 46,531
Change-598 (-1%)
Value$8.5M (-$300.9K)
Filed 2026-10-21
DLK Investment Management, LLC
DECREASED
Shares45,788 from 59,876
Change-14,088 (-24%)
Value$8.5M (+$2.5M)
Filed 2026-10-09
Diversify Wealth Management, LLC
DECREASED
Shares45,538 from 46,852
Change-1,314 (-3%)
Value$8.5M (-$1.7M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares45,538 from 46,852
Change-1,314 (-3%)
Value$8.5M (-$1.7M)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED
Shares45,513 from 45,711
Change-198 (0%)
Value$8.4M (-$223.3K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares45,492 from 50,576
Change-5,084 (-10%)
Value$8.4M (-$1.2M)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares45,039 from 40,264
Change+4,775 (+12%)
Value$8.4M (+$722.0K)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares44,751 from 43,633
Change+1,118 (+3%)
Value$8.3M (+$29.6K)
Filed 2026-10-29
Axxion S.A.
UNCHANGED
Shares44,627 from 44,627
Change0 (0%)
Value$8.3M (-$182.1K)
Filed 2026-10-22
CWA Asset Management Group, LLC
DECREASED
Shares44,112 from 45,538
Change-1,426 (-3%)
Value$8.2M (-$450.6K)
Filed 2026-10-19
Trust Co of Toledo NA
INCREASED
Shares43,873 from 43,133
Change+740 (+2%)
Value$8.1M (-$38.6K)
Filed 2026-10-16
Cypress Capital Group
DECREASED
Shares43,800 from 44,339
Change-539 (-1%)
Value$8.1M (-$281.0K)
Filed 2026-11-03
Vest Financial, LLC
DECREASED
Shares43,633 from 44,126
Change-493 (-1%)
Value$8.1M (-$271.6K)
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares43,427 from 43,608
Change-181 (0%)
Value$8.1M (-$211.5K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares43,412 from 41,616
Change+1,796 (+4%)
Value$8.1M (+$163.6K)
Filed 2026-10-22
Illinois Municipal Retirement Fund
DECREASED
Shares43,277 from 45,867
Change-2,590 (-6%)
Value$8.0M (-$668.0K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares43,222 from 43,799
Change-577 (-1%)
Value$8.0M (-$285.9K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares43,126 from 42,859
Change+267 (+1%)
Value$8.0M (-$125.3K)
Filed 2026-10-23
Sapient Capital LLC
DECREASED
Shares42,907 from 49,049
Change-6,142 (-13%)
Value$8.0M (-$1.3M)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares42,903 from 39,678
Change+3,225 (+8%)
Value$8.0M (+$436.8K)
Filed 2026-11-05
Legacy Trust
DECREASED
Shares42,521 from 46,824
Change-4,303 (-9%)
Value$8.5M (-$388.2K)
Filed 2026-11-06
Wendell David Associates Inc
DECREASED
Shares42,205 from 43,314
Change-1,109 (-3%)
Value$7.8K (-$8.2M)
Filed 2026-10-27
Chicago Capital, LLC
INCREASED
Shares42,169 from 41,071
Change+1,098 (+3%)
Value$7.8M (+$36.2K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares41,911 from 38,089
Change+3,822 (+10%)
Value$7.8M (+$554.0K)
Filed 2026-11-03
Trust Co of Kansas
DECREASED
Shares41,877 from 44,374
Change-2,497 (-6%)
Value$7.8K (-$8.4M)
Filed 2026-11-06
Pioneer Trust Bank N A
INCREASED
Shares41,841 from 41,771
Change+70 (+0%)
Value$7.8M (-$157.4K)
Filed 2026-11-06
Alps Advisors Inc
INCREASED
Shares41,683 from 32,253
Change+9,430 (+29%)
Value$7.7M (+$1.6M)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares41,637 from 39,398
Change+2,239 (+6%)
Value$7.7M (+$255.0K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
INCREASED
Shares41,423 from 30,412
Change+11,011 (+36%)
Value$7.7M (+$1.9M)
Filed 2026-11-02
North Dakota State Investment Board
INCREASED
Shares41,315 from 39,783
Change+1,532 (+4%)
Value$7.7M (+$122.1K)
Filed 2026-10-27
Themes Management Co LLC
NEW
Shares41,283
Change+41,283
Value$7.7M
Filed 2026-10-29
Mystic Asset Management, Inc.
DECREASED
Shares41,149 from 41,273
Change-124 (0%)
Value$7.6M (-$191.3K)
Filed 2026-10-15
StrongBox Wealth, LLC
INCREASED
Shares41,032 from 39,106
Change+1,926 (+5%)
Value$7.6M (+$198.2K)
Filed 2026-11-02
HBK Sorce Advisory LLC
DECREASED
Shares40,987 from 42,897
Change-1,910 (-4%)
Value$7.9M (-$1.7M)
Filed 2026-11-06
Glass Wealth Management Co LLC
INCREASED
Shares40,941 from 37,300
Change+3,641 (+10%)
Value$7.6M (+$523.8K)
Filed 2026-10-28
Argyle Capital Management, LLC
DECREASED
Shares40,848 from 40,873
Change-25 (0%)
Value$7.6M (-$171.4K)
Filed 2026-10-28
AlphaCore Capital LLC
NEW
Shares40,797
Change+40,797
Value$7.6M
Filed 2026-11-04
Dillon & Associates Inc
DECREASED
Shares40,578 from 40,908
Change-330 (-1%)
Value$7.5K (-$7.8M)
Filed 2026-10-22
Quadrant Capital Group LLC
INCREASED
Shares40,298 from 40,189
Change+109 (+0%)
Value$7.4M (-$249.7K)
Filed 2026-10-20
Cincinnati Casualty Co
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$7.4M (-$163.2K)
Filed 2026-11-03
Meiji Yasuda America Inc
INCREASED
Shares39,796 from 32,423
Change+7,373 (+23%)
Value$7.4M (+$1.2M)
Filed 2026-10-22
First Merchants Corp
INCREASED
Shares39,761 from 38,495
Change+1,266 (+3%)
Value$7.4M (+$78.0K)
Filed 2026-10-15
Arthur M. Cohen & Associates, LLC
INCREASED
Shares39,761 from 39,539
Change+222 (+1%)
Value$7.4M (-$120.1K)
Filed 2026-10-26
Somerset Trust Co
DECREASED
Shares39,637 from 39,680
Change-43 (0%)
Value$7.4M (-$169.9K)
Filed 2026-10-13
Monte Financial Group, LLC
DECREASED
Shares39,626 from 40,180
Change-554 (-1%)
Value$7.4M (-$1.3M)
Filed 2026-11-02
Chemung Canal Trust Co
DECREASED
Shares39,281 from 39,974
Change-693 (-2%)
Value$7.3M (-$291.7K)
Filed 2026-11-04
SEB Asset Management AB
INCREASED
Shares39,062 from 29,561
Change+9,501 (+32%)
Value$7.3M (+$1.6M)
Filed 2026-11-04
Kraematon Investment Advisors, Inc
DECREASED
Shares39,062 from 39,244
Change-182 (0%)
Value$7.3M (-$193.9K)
Filed 2026-11-02
Sava Infond d.o.o.
UNCHANGED
Shares38,800 from 38,800
Change0 (0%)
Value$7.2M (-$158.3K)
Filed 2026-10-28
OAK Family Advisors, LLC
DECREASED
Shares38,731 from 40,048
Change-1,317 (-3%)
Value$7.2M (-$407.9K)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares38,692 from 38,909
Change-217 (-1%)
Value$7.2M (-$199.0K)
Filed 2026-11-05
RED Cedar Investment Management, LLC
UNCHANGED
Shares38,621 from 38,621
Change0 (0%)
Value$7.2M (-$157.6K)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares38,620 from 36,867
Change+1,753 (+5%)
Value$7.2M (+$175.3K)
Filed 2026-10-30
Huntleigh Advisors, Inc.
INCREASED
Shares38,412 from 37,403
Change+1,009 (+3%)
Value$7.1M (+$34.7K)
Filed 2026-11-03
Baker Chad R
UNCHANGED
Shares38,348 from 38,348
Change0 (0%)
Value$7.1M (-$156.5K)
Filed 2026-10-22
Patrick Mauro Investment Advisor, Inc.
INCREASED
Shares38,279 from 37,450
Change+829 (+2%)
Value$7.1M (+$1.1K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares38,271 from 34,231
Change+4,040 (+12%)
Value$7.1M (+$610.4K)
Filed 2026-10-13
New Hampshire Trust
INCREASED
Shares38,092 from 37,919
Change+173 (+0%)
Value$7.1M (-$122.6K)
Filed 2026-10-20
Prescott Group Capital Management, L.L.C.
DECREASED
Shares37,880 from 39,411
Change-1,531 (-4%)
Value$7.0M (-$445.0K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares37,821 from 37,258
Change+563 (+2%)
Value$7.0M (-$47.4K)
Filed 2026-11-05
Home Federal Bank of Tennessee
DECREASED
Shares37,725 from 37,786
Change-61 (0%)
Value$7.0M (-$165.5K)
Filed 2026-10-15
Liberty Capital Management, Inc.
DECREASED
Shares37,544 from 39,103
Change-1,559 (-4%)
Value$7.0M (-$449.0K)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares37,505 from 37,829
Change-324 (-1%)
Value$7.0M (-$214.5K)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares37,487 from 34,638
Change+2,849 (+8%)
Value$7.0M (+$387.6K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares37,372 from 39,043
Change-1,671 (-4%)
Value$6.9M (-$469.7K)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares37,185 from 36,996
Change+189 (+1%)
Value$6.9M (-$116.0K)
Filed 2026-11-02
McGuire Investment Group, LLC
INCREASED
Shares37,184 from 36,431
Change+753 (+2%)
Value$6.9M (-$8.8K)
Filed 2026-10-23
Patten Group, Inc.
DECREASED
Shares37,177 from 38,119
Change-942 (-2%)
Value$6.9M (-$330.3K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED
Shares36,949 from 36,949
Change0 (0%)
Value$6.9M (-$150.8K)
Filed 2026-10-16
Legacy Wealth Management, LLC / MS
INCREASED
Shares36,830 from 35,894
Change+936 (+3%)
Value$6.8M (+$27.5K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares36,594 from 44,060
Change-7,466 (-17%)
Value$6.8M (-$1.6M)
Filed 2026-10-22
Brick & Kyle, Associates
DECREASED
Shares36,528 from 36,801
Change-273 (-1%)
Value$6.8M (-$317.4K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares36,235 from 10,351
Change+25,884 (+250%)
Value$6.7M (+$4.8M)
Filed 2026-10-30
Rockline Wealth Management, LLC
DECREASED
Shares35,992 from 36,424
Change-432 (-1%)
Value$6.7M (-$228.8K)
Filed 2026-10-26
Lynch & Associates
INCREASED
Shares35,742 from 35,729
Change+13 (+0%)
Value$6.6M (-$143.4K)
Filed 2026-10-13
Chronos Wealth Management, LLC
DECREASED
Shares35,658 from 35,944
Change-286 (-1%)
Value$6.6M (-$199.7K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares35,615 from 33,564
Change+2,051 (+6%)
Value$6.6M (+$243.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares35,583 from 34,316
Change+1,267 (+4%)
Value$6.6M (+$95.2K)
Filed 2026-10-20
Sage Capital Advisors,llc
INCREASED
Shares35,474 from 35,436
Change+38 (+0%)
Value$6.6M (-$137.6K)
Filed 2026-10-13
Plimoth Trust Co LLC
INCREASED
Shares35,428 from 34,243
Change+1,185 (+3%)
Value$6.6M (+$80.3K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares35,152 from 46,959
Change-11,807 (-25%)
Value$6.5M (-$2.4M)
Filed 2026-10-15
Securian Asset Management, Inc
DECREASED
Shares35,009 from 35,761
Change-752 (-2%)
Value$6.5M (-$420.7K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares34,874 from 33,969
Change+905 (+3%)
Value$6.5M (+$29.5K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
INCREASED
Shares34,826 from 29,560
Change+5,266 (+18%)
Value$6.5M (+$857.0K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares34,390 from 33,128
Change+1,262 (+4%)
Value$6.4K (+$100)
Filed 2026-10-02
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$6.3M (-$138.7K)
Filed 2026-10-22
Mcdonald Partners LLC
DECREASED
Shares33,847 from 34,018
Change-171 (0%)
Value$6.3M (-$170.6K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares33,576 from 34,452
Change-876 (-3%)
Value$6.2M (-$303.2K)
Filed 2026-10-23
Iowa State Bank
DECREASED
Shares33,433 from 35,207
Change-1,774 (-5%)
Value$6.2M (-$473.0K)
Filed 2026-10-06
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares33,348 from 33,348
Change0 (0%)
Value$6.2M (-$136.1K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
INCREASED
Shares33,292 from 31,570
Change+1,722 (+5%)
Value$6.2M (+$191.0K)
Filed 2026-11-02
Orca Wealth Management, LLC
INCREASED
Shares33,128 from 32,928
Change+200 (+1%)
Value$6.2M (-$97.3K)
Filed 2026-10-14
Butensky & Cohen Financial Security, Inc
DECREASED
Shares33,101 from 33,547
Change-446 (-1%)
Value$6.1M (-$219.7K)
Filed 2026-10-13
Compass Wealth Management LLC
DECREASED
Shares33,059 from 33,949
Change-890 (-3%)
Value$6.1M (-$303.7K)
Filed 2026-10-22
Midwest Professional Planners, Ltd.
DECREASED
Shares33,017 from 35,048
Change-2,031 (-6%)
Value$6.1M (-$520.0K)
Filed 2026-10-29
Community Bank, N.A.
DECREASED
Shares32,951 from 33,106
Change-155 (0%)
Value$6.1M (-$163.8K)
Filed 2026-11-06
Scott & Selber, Inc.
DECREASED
Shares32,861 from 32,909
Change-48 (0%)
Value$6.1M (-$143.2K)
Filed 2026-10-21
Milestone Asset Management Group, LLC
INCREASED
Shares32,408 from 31,435
Change+973 (+3%)
Value$6.0M (+$52.5K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares32,401 from 32,284
Change+117 (+0%)
Value$6.0M (-$110.0K)
Filed 2026-11-05
First Premier Bank
DECREASED
Shares32,157 from 32,732
Change-575 (-2%)
Value$6.0K (-$240)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares32,127 from 32,482
Change-355 (-1%)
Value$6.0M (-$198.4K)
Filed 2026-10-15
Skylands Capital, LLC
DECREASED
Shares32,090 from 32,135
Change-45 (0%)
Value$6.0M (-$139.5K)
Filed 2026-10-21
Harmony Asset Management LLC
DECREASED
Shares31,985 from 32,260
Change-275 (-1%)
Value$5.9M (-$182.6K)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares31,933 from 31,492
Change+441 (+1%)
Value$5.9M (-$46.7K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares31,894 from 31,443
Change+451 (+1%)
Value$5.9M (-$44.5K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares31,836 from 26,948
Change+4,888 (+18%)
Value$5.9M (+$797.4K)
Filed 2026-11-03
Delta Financial Advisors LLC
INCREASED
Shares31,243 from 31,009
Change+234 (+1%)
Value$5.8M (-$83.2K)
Filed 2026-10-27
Convergence Investment Partners, LLC
INCREASED
Shares31,198 from 28,746
Change+2,452 (+9%)
Value$5.8M (+$337.9K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
INCREASED
Shares31,182 from 31,019
Change+163 (+1%)
Value$5.8M (-$288.6K)
Filed 2026-10-13
Cypress Asset Management Inc
DECREASED
Shares31,078 from 31,895
Change-817 (-3%)
Value$5.8M (-$281.8K)
Filed 2026-10-09
Elyxium Wealth, LLC
DECREASED
Shares30,913 from 31,572
Change-659 (-2%)
Value$5.7M (-$251.2K)
Filed 2026-10-27
Mendel Money Management
INCREASED
Shares30,886 from 30,833
Change+53 (+0%)
Value$5.7M (-$115.4K)
Filed 2026-11-02
Blue Fin Capital, Inc.
DECREASED
Shares30,812 from 30,840
Change-28 (0%)
Value$5.7M (-$131.1K)
Filed 2026-10-28
Portfolio Design Labs, LLC
DECREASED
Shares30,803 from 30,917
Change-114 (0%)
Value$5.7M (-$147.3K)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares30,627 from 30,461
Change+166 (+1%)
Value$5.7M (-$93.5K)
Filed 2026-10-14
Tritonpoint Wealth, LLC
INCREASED
Shares30,505 from 30,453
Change+52 (+0%)
Value$5.7M (-$114.6K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares30,500 from 21,855
Change+8,645 (+40%)
Value$5.6M (+$1.3M)
Filed 2026-10-09
Studio Investment Management LLC
DECREASED
Shares30,226 from 30,685
Change-459 (-1%)
Value$5.6M (-$210.4K)
Filed 2026-10-22
AMI Investment Management Inc
INCREASED
Shares30,109 from 29,801
Change+308 (+1%)
Value$5.6M (-$64.4K)
Filed 2026-10-27
Cohen Investment Advisors LLC
INCREASED
Shares30,067 from 29,984
Change+83 (+0%)
Value$5.6M (-$106.9K)
Filed 2026-10-20
American Assets Investment Management, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$5.6M (-$122.4K)
Filed 2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares29,724 from 30,277
Change-553 (-2%)
Value$5.5M (-$226.1K)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares29,703 from 15,229
Change+14,474 (+95%)
Value$5.5M (+$2.6M)
Filed 2026-10-14
First Pacific Financial
INCREASED
Shares29,695 from 29,277
Change+418 (+1%)
Value$5.5M (-$41.9K)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares29,509 from 29,269
Change+240 (+1%)
Value$5.5M (-$74.9K)
Filed 2026-11-05
Tema Etfs LLC
INCREASED
Shares29,098 from 28,416
Change+682 (+2%)
Value$5.4M (+$10.7K)
Filed 2026-10-16
Courier Capital LLC
DECREASED
Shares29,000 from 56,938
Change-27,938 (-49%)
Value$6.0M (-$4.8M)
Filed 2026-10-19
Weatherly Asset Management L. P.
INCREASED
Shares28,974 from 28,574
Change+400 (+1%)
Value$5.4M (-$42.3K)
Filed 2026-10-20
Nemes Rush Group LLC
DECREASED
Shares28,855 from 29,475
Change-620 (-2%)
Value$5.4M (-$235.4K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares28,755 from 28,612
Change+143 (+1%)
Value$5.3M (-$90.2K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares28,747 from 29,940
Change-1,193 (-4%)
Value$5.6M (-$83.4K)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED
Shares28,624 from 29,248
Change-624 (-2%)
Value$5.3M (-$235.1K)
Filed 2026-10-05
Bouvel Investment Partners, LLC
DECREASED
Shares28,613 from 28,889
Change-276 (-1%)
Value$5.3M (-$169.1K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares28,481 from 71,822
Change-43,341 (-60%)
Value$5.3M (-$8.3M)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares28,454 from 26,055
Change+2,399 (+9%)
Value$5.3M (+$339.0K)
Filed 2026-10-14
GKV Capital Management Co., Inc.
DECREASED
Shares28,354 from 31,527
Change-3,173 (-10%)
Value$5.3M (-$717.7K)
Filed 2026-11-06
Clark Financial Services Group Inc
DECREASED
Shares28,152 from 36,770
Change-8,618 (-23%)
Value$5.2M (-$1.7M)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares28,132 from 17,649
Change+10,483 (+59%)
Value$5.2M (+$1.9M)
Filed 2026-10-28
Davis-Rea Ltd.
DECREASED
Shares27,967 from 28,684
Change-717 (-2%)
Value$5.2M (-$250.1K)
Filed 2026-10-13
Auto-Owners Insurance Co
DECREASED
Shares27,900 from 40,687
Change-12,787 (-31%)
Value$5.2M (-$2.5M)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares27,854 from 27,186
Change+668 (+2%)
Value$5.2M (+$13.2K)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares27,826 from 27,536
Change+290 (+1%)
Value$5.2M (-$58.5K)
Filed 2026-10-15
Citadel Investment Advisory, Inc.
DECREASED
Shares27,773 from 27,943
Change-170 (-1%)
Value$5.2M (-$146.0K)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares27,749 from 27,468
Change+281 (+1%)
Value$5.2M (-$60.0K)
Filed 2026-10-27
Family Capital Trust Co
DECREASED
Shares27,673 from 27,693
Change-20 (0%)
Value$5.1M (-$116.7K)
Filed 2026-10-22
PFG Advisors
NEW
Shares27,666
Change+27,666
Value$5.1M
Filed 2026-10-16
Barry Investment Advisors, LLC
DECREASED
Shares27,341 from 27,675
Change-334 (-1%)
Value$5.1M (-$174.9K)
Filed 2026-10-14
Journey Advisory Group, LLC
INCREASED
Shares27,322 from 27,147
Change+175 (+1%)
Value$5.1M (-$78.3K)
Filed 2026-11-04
Old National Bancorp
INCREASED
Shares27,206 from 26,858
Change+348 (+1%)
Value$5.1M (-$45.0K)
Filed 2026-10-20
Marble Harbor Investment Counsel, LLC
DECREASED
Shares27,094 from 27,095
Change-1 (0%)
Value$5.0M (-$110.6K)
Filed 2026-11-06
Platform Technology Partners
DECREASED
Shares27,040 from 27,232
Change-192 (-1%)
Value$5.0M (-$146.8K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
DECREASED
Shares27,029 from 27,110
Change-81 (0%)
Value$5.0K (-$5.1M)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares26,920 from 18,889
Change+8,031 (+43%)
Value$5.0M (+$1.4M)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares26,826 from 30,483
Change-3,657 (-12%)
Value$5.0M (-$803.2K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares26,751 from 31,905
Change-5,154 (-16%)
Value$5.0M (-$1.1M)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares26,661 from 26,263
Change+398 (+2%)
Value$4.9M (-$33.3K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares26,613 from 23,282
Change+3,331 (+14%)
Value$4.9M (+$523.5K)
Filed 2026-10-23
Herbst Group, LLC
DECREASED
Shares26,535 from 27,335
Change-800 (-3%)
Value$4.9M (-$260.0K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares26,530 from 19,959
Change+6,571 (+33%)
Value$5.1M (+$892.8K)
Filed 2026-10-27
B&D White Capital Company, LLC
INCREASED
Shares26,500 from 6,250
Change+20,250 (+324%)
Value$4.9M (+$3.7M)
Filed 2026-11-02
Pacifica Partners Inc.
DECREASED
Shares26,432 from 26,767
Change-335 (-1%)
Value$4.9M (-$439.7K)
Filed 2026-10-09
Jamison Private Wealth Management, Inc.
INCREASED
Shares26,417 from 25,104
Change+1,313 (+5%)
Value$4.9M (+$141.3K)
Filed 2026-10-14
Malaga Cove Capital, LLC
INCREASED
Shares26,333 from 25,157
Change+1,176 (+5%)
Value$4.9M (+$115.7K)
Filed 2026-10-23
Virginia Retirement Systems ET Al
DECREASED
Shares26,300 from 45,000
Change-18,700 (-42%)
Value$4.9M (-$3.7M)
Filed 2026-10-28
Capital Investment Counsel, Inc
DECREASED
Shares26,006 from 26,272
Change-266 (-1%)
Value$4.8M (-$156.6K)
Filed 2026-10-20
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$4.8M (-$106.1K)
Filed 2026-11-03
Werlinich Asset Management, LLC
UNCHANGED
Shares25,914 from 25,914
Change0 (0%)
Value$4.8M (-$105.7K)
Filed 2026-10-09
Ellerson Group Inc
DECREASED
Shares25,863 from 27,120
Change-1,257 (-5%)
Value$5.3M (+$125.9K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares25,829 from 26,170
Change-341 (-1%)
Value$4.8M (-$170.1K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares25,801 from 24,271
Change+1,530 (+6%)
Value$4.8M (+$185.0K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares25,500 from 17,793
Change+7,707 (+43%)
Value$4.7M (+$1.4M)
Filed 2026-10-23
Lipe & Dalton
DECREASED
Shares25,482 from 25,782
Change-300 (-1%)
Value$4.7K (-$161)
Filed 2026-10-15
Norden Group LLC
DECREASED
Shares25,407 from 26,066
Change-659 (-3%)
Value$4.7M (-$228.7K)
Filed 2026-10-20
Portside Wealth Group, LLC
INCREASED
Shares25,265 from 24,991
Change+274 (+1%)
Value$4.7M (-$51.0K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
DECREASED
Shares25,056 from 25,107
Change-51 (0%)
Value$4.6M (-$127.9K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares24,992 from 24,124
Change+868 (+4%)
Value$4.6M (+$62.8K)
Filed 2026-10-26
Lynx Capital Group LTD
NEW
Shares24,603
Change+24,603
Value$4.6M
Filed 2026-11-04
Legal Advantage Investments, Inc.
UNCHANGED
Shares24,516 from 24,516
Change0 (0%)
Value$4.6M (-$100.0K)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares24,478 from 24,703
Change-225 (-1%)
Value$4.7M (-$566.6K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares24,394 from 26,419
Change-2,025 (-8%)
Value$4.5M (-$477.1K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
NEW
Shares24,299
Change+24,299
Value$4.5M
Filed 2026-10-27
First National Trust Co
INCREASED
Shares24,250 from 22,385
Change+1,865 (+8%)
Value$4.5M (+$254.9K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares24,243 from 23,118
Change+1,125 (+5%)
Value$4.5M (+$114.5K)
Filed 2026-10-21
Equitable Trust Co
INCREASED
Shares24,140 from 24,121
Change+19 (+0%)
Value$4.5M (-$94.9K)
Filed 2026-10-13
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares24,087 from 26,269
Change-2,182 (-8%)
Value$4.5M (-$512.2K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
DECREASED
Shares24,005 from 25,025
Change-1,020 (-4%)
Value$4.5M (-$291.5K)
Filed 2026-10-27
ARS Wealth Advisors Group, LLC
DECREASED
Shares23,957 from 24,535
Change-578 (-2%)
Value$4.4M (-$207.4K)
Filed 2026-10-16
Curbstone Financial Management Corp
DECREASED
Shares23,938 from 24,488
Change-550 (-2%)
Value$4.4M (-$202.0K)
Filed 2026-10-21
United Asset Strategies, Inc.
INCREASED
Shares23,931 from 23,906
Change+25 (+0%)
Value$4.4M (-$93.0K)
Filed 2026-10-28
Hartford Financial Management Inc.
DECREASED
Shares23,921 from 23,954
Change-33 (0%)
Value$4.4M (-$103.9K)
Filed 2026-10-21
Essex Bank
DECREASED
Shares23,887 from 24,020
Change-133 (-1%)
Value$4.4M (-$122.7K)
Filed 2026-10-16
S.E.E.D. Planning Group LLC
INCREASED
Shares23,445 from 22,952
Change+493 (+2%)
Value$4.4M (-$2.1K)
Filed 2026-10-07
Provenance Wealth Advisors, LLC
INCREASED
Shares23,380 from 2,546
Change+20,834 (+818%)
Value$4.3M (+$3.9M)
Filed 2026-10-30
111 Capital
INCREASED
Shares23,353 from 2,576
Change+20,777 (+807%)
Value$4.3M (+$3.8M)
Filed 2026-11-03
Princeton Capital Management LLC
INCREASED
Shares23,299 from 22,226
Change+1,073 (+5%)
Value$4.3M (+$108.5K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares23,202 from 21,553
Change+1,649 (+8%)
Value$4.3M (+$269.9K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares23,189 from 19,958
Change+3,231 (+16%)
Value$4.3M (+$518.4K)
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares23,104 from 22,871
Change+233 (+1%)
Value$4.3M (-$50.2K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares23,100 from 24,208
Change-1,108 (-5%)
Value$4.3M (-$304.5K)
Filed 2026-11-02
Waters Parkerson & Co., LLC
DECREASED
Shares23,093 from 23,193
Change-100 (0%)
Value$4.3M (-$113.2K)
Filed 2026-11-04
Strong Tower Advisory Services
DECREASED
Shares23,069 from 23,822
Change-753 (-3%)
Value$4.3M (-$237.0K)
Filed 2026-10-13
Howland Capital Management LLC
INCREASED
Shares22,515 from 22,445
Change+70 (+0%)
Value$4.2M (-$78.5K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares22,481 from 24,436
Change-1,955 (-8%)
Value$4.2M (-$463.6K)
Filed 2026-10-23
Robbins Farley
DECREASED
Shares22,472 from 26,341
Change-3,869 (-15%)
Value$4.2M (-$825.8K)
Filed 2026-10-21
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares22,411 from 28,101
Change-5,690 (-20%)
Value$4.2M (-$1.2M)
Filed 2026-11-04
Dmkc Advisory Services, LLC
INCREASED
Shares22,371 from 22,202
Change+169 (+1%)
Value$4.2M (-$59.2K)
Filed 2026-11-04
BAR Harbor Wealth Management
DECREASED
Shares22,050 from 22,311
Change-261 (-1%)
Value$4.1M (-$139.5K)
Filed 2026-10-21
Summit Place Financial Advisors, LLC
DECREASED
Shares21,877 from 23,612
Change-1,735 (-7%)
Value$4.1M (-$418.4K)
Filed 2026-10-23
Arista Wealth Management, LLC
INCREASED
Shares21,763 from 21,694
Change+69 (+0%)
Value$4.0M (-$75.6K)
Filed 2026-10-29
Westhampton Capital, LLC
DECREASED
Shares21,562 from 22,362
Change-800 (-4%)
Value$4.0M (-$239.8K)
Filed 2026-10-30
VCI Wealth Management LLC
INCREASED
Shares21,485 from 21,472
Change+13 (+0%)
Value$4.0M (-$85.2K)
Filed 2026-10-29
Delta Capital Management LLC
INCREASED
Shares21,400 from 20,850
Change+550 (+3%)
Value$4.0K (+$17)
Filed 2026-10-16
Consolidated Investment Group LLC
INCREASED
Shares21,300 from 17,800
Change+3,500 (+20%)
Value$4.0M (+$577.2K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares21,078 from 21,667
Change-589 (-3%)
Value$3.9M (-$197.7K)
Filed 2026-10-13
Caldwell Trust Co
DECREASED
Shares21,001 from 21,401
Change-400 (-2%)
Value$3.9M (-$161.6K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
DECREASED
Shares20,964 from 21,650
Change-686 (-3%)
Value$3.9M (-$215.7K)
Filed 2026-11-02
Essex LLC
DECREASED
Shares20,912 from 20,992
Change-80 (0%)
Value$3.9M (-$100.6K)
Filed 2026-10-14
Y.D. More Investments Ltd
INCREASED
Shares20,868 from 33
Change+20,835 (+63136%)
Value$3.9M (+$3.9M)
Filed 2026-11-02
BigSur Wealth Management LLC
DECREASED
Shares20,850 from 20,922
Change-72 (0%)
Value$3.9M (-$98.7K)
Filed 2026-10-13
DeDora Capital, Inc.
DECREASED
Shares20,822 from 20,907
Change-85 (0%)
Value$3.9M (-$101.1K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares20,811 from 21,748
Change-937 (-4%)
Value$3.9M (-$262.7K)
Filed 2026-10-06
Terra Nova Asset Management LLC
INCREASED
Shares20,616 from 20,353
Change+263 (+1%)
Value$3.8M (-$34.2K)
Filed 2026-10-13
Radnor Capital Management, LLC
INCREASED
Shares20,395 from 20,115
Change+280 (+1%)
Value$3.8M (-$30.1K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares20,330 from 20,186
Change+144 (+1%)
Value$3.8M (-$55.6K)
Filed 2026-10-05
ZWJ Investment Counsel Inc
DECREASED
Shares20,318 from 21,539
Change-1,221 (-6%)
Value$3.8M (-$314.6K)
Filed 2026-10-15
Northcape Wealth Management, LLC
INCREASED
Shares20,315 from 20,233
Change+82 (+0%)
Value$3.8M (-$67.3K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares20,313 from 18,897
Change+1,416 (+7%)
Value$3.8M (+$185.8K)
Filed 2026-11-02
Zions Bancorporation, National Association
INCREASED
Shares20,308 from 14,988
Change+5,320 (+36%)
Value$3.8M (+$926.5K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares20,269 from 19,076
Change+1,193 (+6%)
Value$3.8M (+$143.6K)
Filed 2026-10-20
Carret Asset Management, LLC
DECREASED
Shares20,204 from 20,229
Change-25 (0%)
Value$3.8M (-$87.1K)
Filed 2026-11-04
HF Advisory Group, LLC
DECREASED
Shares20,202 from 20,712
Change-510 (-2%)
Value$3.8M (-$179.2K)
Filed 2026-10-09
GoalVest Advisory LLC
INCREASED
Shares20,141 from 388
Change+19,753 (+5091%)
Value$93.8K (+$20.2K)
Filed 2026-10-02
Valley Brook Capital Group, Inc.
INCREASED
Shares19,975 from 19,974
Change+1 (+0%)
Value$3.7M (-$81.3K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
DECREASED
Shares19,896 from 20,021
Change-125 (-1%)
Value$3.7M (-$104.9K)
Filed 2026-10-01
Machina Capital S.A.S.
DECREASED
Shares19,795 from 35,077
Change-15,282 (-44%)
Value$3.7M (-$3.0M)
Filed 2026-11-05
Lighthouse Financial Services Inc
INCREASED
Shares19,772 from 19,528
Change+244 (+1%)
Value$3.7M (-$74.4K)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares19,766 from 19,941
Change-175 (-1%)
Value$3.7M (-$113.9K)
Filed 2026-10-29
Triangle Securities Wealth Management
DECREASED
Shares19,731 from 20,370
Change-639 (-3%)
Value$3.7M (-$201.9K)
Filed 2026-10-14
Stiles Financial Services Inc
DECREASED
Shares19,673 from 19,731
Change-58 (0%)
Value$3.7M (-$91.3K)
Filed 2026-10-30
Souders Financial Advisors
DECREASED
Shares19,651 from 20,023
Change-372 (-2%)
Value$3.6M (-$150.7K)
Filed 2026-11-03
Purus Wealth Management, LLC
INCREASED
Shares19,542 from 14,156
Change+5,386 (+38%)
Value$3.6M (+$942.2K)
Filed 2026-10-15
Whitener Capital Management, Inc.
INCREASED
Shares19,532 from 18,988
Change+544 (+3%)
Value$3.6M (+$23.5K)
Filed 2026-10-15
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares19,500 from 17,500
Change+2,000 (+11%)
Value$3.6K (-$3.3M)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares19,471 from 16,746
Change+2,725 (+16%)
Value$3.6M (+$437.6K)
Filed 2026-10-22
Agate Pass Investment Management, LLC
DECREASED
Shares19,465 from 20,122
Change-657 (-3%)
Value$3.6M (-$204.1K)
Filed 2026-10-20
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares19,465 from 19,970
Change-505 (-3%)
Value$3.6K (-$175)
Filed 2026-10-14
Central Pacific Bank - Trust Division
DECREASED
Shares19,405 from 21,864
Change-2,459 (-11%)
Value$3.6M (-$545.7K)
Filed 2026-10-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares19,379 from 19,395
Change-16 (0%)
Value$3.6K (-$3.7M)
Filed 2026-10-14
Processus Wealth & Capital Management, LLC
DECREASED
Shares19,318 from 19,878
Change-560 (-3%)
Value$3.6M (-$184.9K)
Filed 2026-10-16
Fulcrum Asset Management LLP
INCREASED
Shares19,301 from 6,459
Change+12,842 (+199%)
Value$3.6M (+$2.4M)
Filed 2026-11-04
Petredis Investment Advisors LLC
INCREASED
Shares18,977 from 18,886
Change+91 (+0%)
Value$3.5M (-$60.2K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares18,950 from 18,858
Change+92 (+0%)
Value$3.5M (-$59.9K)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
DECREASED
Shares18,948 from 18,985
Change-37 (0%)
Value$3.5M (-$84.3K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares18,931 from 16,667
Change+2,264 (+14%)
Value$3.4M (+$64.9K)
Filed 2026-10-08
CenterBook Partners LP
NEW
Shares18,892
Change+18,892
Value$3.5M
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares18,831 from 21,046
Change-2,215 (-11%)
Value$3.5M (-$497.1K)
Filed 2026-11-05
Insight Inv LLC
INCREASED
Shares18,771 from 17,816
Change+955 (+5%)
Value$3.5M (+$104.6K)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED
Shares18,713 from 18,187
Change+526 (+3%)
Value$3.5M (+$23.4K)
Filed 2026-10-30
Newman Dignan & Sheerar, Inc.
DECREASED
Shares18,621 from 20,113
Change-1,492 (-7%)
Value$3.5M (-$359.0K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares18,402 from 18,656
Change-254 (-1%)
Value$3.4M (-$123.4K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares18,290 from 15,910
Change+2,380 (+15%)
Value$3.4M (+$409.6K)
Filed 2026-10-22
BankPlus Trust Department
INCREASED
Shares18,250 from 17,791
Change+459 (+3%)
Value$3.4M (+$12.6K)
Filed 2026-11-06
Lakewood Asset Management LLC
INCREASED
Shares18,233 from 17,759
Change+474 (+3%)
Value$3.4M (+$15.5K)
Filed 2026-10-26
Ellsworth Advisors, LLC
DECREASED
Shares18,208 from 18,281
Change-73 (0%)
Value$3.4M (-$200.8K)
Filed 2026-10-15
SevenBridge Financial Group, LLC
DECREASED
Shares18,174 from 18,686
Change-512 (-3%)
Value$3.5M (-$653.8K)
Filed 2026-10-26
City Holding Co
INCREASED
Shares18,076 from 16,618
Change+1,458 (+9%)
Value$3.4M (+$202.9K)
Filed 2026-10-19
Kentucky Trust Co
DECREASED
Shares18,044 from 19,099
Change-1,055 (-6%)
Value$3.3M (-$273.8K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
DECREASED
Shares18,017 from 18,165
Change-148 (-1%)
Value$3.3M (-$101.6K)
Filed 2026-10-20
KCM Investment Advisors LLC
DECREASED
Shares17,886 from 18,653
Change-767 (-4%)
Value$3.3M (-$218.5K)
Filed 2026-10-27
Bull Street Advisors, LLC
INCREASED
Shares17,718 from 17,674
Change+44 (+0%)
Value$3.3K (-$3.3M)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares17,705 from 19,593
Change-1,888 (-10%)
Value$3.3M (-$430.3K)
Filed 2026-10-13
Wolverine Asset Management LLC
INCREASED
Shares17,428 from 9,172
Change+8,256 (+90%)
Value$3.2M (+$1.5M)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
DECREASED
Shares17,424 from 18,797
Change-1,373 (-7%)
Value$3.2M (-$331.6K)
Filed 2026-10-16
Cullinan Associates Inc
INCREASED
Shares17,391 from 15,558
Change+1,833 (+12%)
Value$3.2M (+$276.8K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
INCREASED
Shares17,334 from 17,185
Change+149 (+1%)
Value$3.2M (-$42.5K)
Filed 2026-10-07
Mather Group, Llc.
INCREASED
Shares17,331 from 16,283
Change+1,048 (+6%)
Value$3.2M (+$128.3K)
Filed 2026-10-14
Calamos Wealth Management LLC
INCREASED
Shares17,323 from 16,732
Change+591 (+4%)
Value$3.2M (+$41.5K)
Filed 2026-11-02
Wolff Wiese Magana LLC
DECREASED
Shares17,314 from 17,464
Change-150 (-1%)
Value$3.2M (-$99.0K)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
DECREASED
Shares17,236 from 18,832
Change-1,596 (-8%)
Value$3.2M (-$373.1K)
Filed 2026-10-15
Roman Butler Fullerton & Co
INCREASED
Shares17,212 from 12,877
Change+4,335 (+34%)
Value$3.3M (+$777.7K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares17,195 from 17,251
Change-56 (0%)
Value$3.2M (-$80.9K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares17,165 from 16,473
Change+692 (+4%)
Value$3.2M (+$61.3K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares17,144 from 16,572
Change+572 (+3%)
Value$3.2M (+$38.6K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares17,081 from 16,959
Change+122 (+1%)
Value$3.2M (-$32.4K)
Filed 2026-10-15
Quilter Plc
INCREASED
Shares17,006 from 11,325
Change+5,681 (+50%)
Value$3.2M (+$1.0M)
Filed 2026-10-21
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares16,998 from 16,998
Change0 (0%)
Value$3.2M (-$69.4K)
Filed 2026-10-05
Bath Savings Trust Co
DECREASED
Shares16,997 from 17,792
Change-795 (-4%)
Value$3.2M (-$220.2K)
Filed 2026-10-07
Mengis Capital Management, Inc.
INCREASED
Shares16,937 from 16,704
Change+233 (+1%)
Value$3.1M (-$24.9K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
INCREASED
Shares16,902 from 16,252
Change+650 (+4%)
Value$3.1M (+$54.4K)
Filed 2026-10-21
Paradigm Asset Management Co LLC
DECREASED
Shares16,900 from 20,600
Change-3,700 (-18%)
Value$3.1M (-$771.0K)
Filed 2026-11-05
Cordatus Wealth Management LLC
DECREASED
Shares16,892 from 17,426
Change-534 (-3%)
Value$3.1M (-$170.2K)
Filed 2026-10-19
Little House Capital LLC
INCREASED
Shares16,883 from 16,535
Change+348 (+2%)
Value$3.1M (-$3.0K)
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares16,767 from 13,607
Change+3,160 (+23%)
Value$3.1M (+$531.0K)
Filed 2026-10-13
Keudell ison Wealth Management
DECREASED
Shares16,559 from 16,926
Change-367 (-2%)
Value$3.1M (-$137.2K)
Filed 2026-10-16
Rayburn West Financial Services LLC
INCREASED
Shares16,549 from 16,465
Change+84 (+1%)
Value$3.1M (-$51.6K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares16,531 from 14,768
Change+1,763 (+12%)
Value$3.1M (+$267.0K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares16,385 from 15,660
Change+725 (+5%)
Value$3.0M (+$70.8K)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares16,295
Change+16,295
Value$3.0M
Filed 2026-10-15
Summit Asset Management, LLC
DECREASED
Shares16,271 from 18,824
Change-2,553 (-14%)
Value$3.0M (-$550.8K)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares16,238 from 16,067
Change+171 (+1%)
Value$3.0M (-$33.8K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares16,222 from 11,106
Change+5,116 (+46%)
Value$3.0M (+$904.4K)
Filed 2026-10-26
Augustine Asset Management Inc
UNCHANGED
Shares16,198 from 16,198
Change0 (0%)
Value$3.0M (-$66.1K)
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares16,184 from 14,599
Change+1,585 (+11%)
Value$3.0M (+$234.4K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares16,127 from 14,259
Change+1,868 (+13%)
Value$3.0M (+$304.9K)
Filed 2026-10-13
Rydar Equities, Inc.
INCREASED
Shares16,121 from 15,789
Change+332 (+2%)
Value$2.9M (-$190.0K)
Filed 2026-10-13
Clear Trail Advisors, LLC
DECREASED
Shares15,991 from 16,278
Change-287 (-2%)
Value$3.0M (-$119.6K)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
DECREASED
Shares15,987 from 16,780
Change-793 (-5%)
Value$3.0M (-$215.7K)
Filed 2026-11-05
Monarch Capital Management Inc
UNCHANGED
Shares15,948 from 15,948
Change0 (0%)
Value$3.0M (-$65.1K)
Filed 2026-10-19
United Bank
INCREASED
Shares15,905 from 13,752
Change+2,153 (+16%)
Value$3.0M (+$343.6K)
Filed 2026-11-06
Register Financial Advisors LLC
INCREASED
Shares15,902 from 15,334
Change+568 (+4%)
Value$3.0M (+$42.8K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares15,894 from 15,890
Change+4 (+0%)
Value$3.0M (-$64.0K)
Filed 2026-10-29
Mitchell Sinkler & Starr
DECREASED
Shares15,851 from 16,230
Change-379 (-2%)
Value$2.9M (-$136.6K)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares15,782 from 15,782
Change0 (0%)
Value$2.9M (-$64.4K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares15,707 from 15,111
Change+596 (+4%)
Value$2.9M (+$49.1K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares15,657 from 14,811
Change+846 (+6%)
Value$2.9M (+$96.6K)
Filed 2026-10-13
TKG Advisors, LLC
INCREASED
Shares15,639 from 14,848
Change+791 (+5%)
Value$2.9M (+$86.3K)
Filed 2026-11-02
Northeast Investment Management
DECREASED
Shares15,511 from 15,534
Change-23 (0%)
Value$2.9M (-$67.6K)
Filed 2026-10-30
Sentry LLC
DECREASED
Shares15,461 from 16,121
Change-660 (-4%)
Value$2.9M (-$188.3K)
Filed 2026-10-30
Means Investment Co., Inc.
DECREASED
Shares15,397 from 16,411
Change-1,014 (-6%)
Value$2.9M (-$255.3K)
Filed 2026-11-03
Generali Investments, Management Co LLC
INCREASED
Shares15,387 from 14,345
Change+1,042 (+7%)
Value$2.9M (+$134.9K)
Filed 2026-10-19
Enhancing Capital LLC
INCREASED
Shares15,349 from 15,279
Change+70 (+0%)
Value$2.8M (-$49.3K)
Filed 2026-10-26
First City Capital Management, Inc.
DECREASED
Shares15,345 from 15,677
Change-332 (-2%)
Value$2.8M (-$125.7K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
DECREASED
Shares15,333 from 15,520
Change-187 (-1%)
Value$2.8M (-$98.0K)
Filed 2026-10-16
G&S Capital LLC
INCREASED
Shares15,323 from 15,244
Change+79 (+1%)
Value$2.8M (-$47.4K)
Filed 2026-10-23
Cadent Capital Advisors, LLC
DECREASED
Shares15,295 from 15,297
Change-2 (0%)
Value$2.8M (-$62.7K)
Filed 2026-10-09
Weaver Capital Management LLC
INCREASED
Shares15,281 from 13,191
Change+2,090 (+16%)
Value$2.8M (+$292.5K)
Filed 2026-10-15
Kurv Investment Management LLC
INCREASED
Shares15,279 from 14,025
Change+1,254 (+9%)
Value$2.8M (+$175.6K)
Filed 2026-10-28
Letson Investment Management, Inc.
DECREASED
Shares15,182 from 15,471
Change-289 (-2%)
Value$2.8M (-$116.8K)
Filed 2026-11-05
McCollum Christoferson Group LLC
DECREASED
Shares15,117 from 15,132
Change-15 (0%)
Value$2.8M (-$64.5K)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares15,094 from 3,547
Change+11,547 (+326%)
Value$2.8M (+$2.1M)
Filed 2026-10-23
3Chopt Investment Partners, LLC
INCREASED
Shares15,028 from 14,530
Change+498 (+3%)
Value$2.8M (+$33.2K)
Filed 2026-10-30
Plato Investment Management Ltd
DECREASED
Shares15,020 from 63,446
Change-48,426 (-76%)
Value$2.8M (-$7.5M)
Filed 2026-11-05
CSU Producer Resources, Inc.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$2.8M (-$61.2K)
Filed 2026-11-03
Chicago Trust Co NA
INCREASED
Shares14,982 from 12,033
Change+2,949 (+25%)
Value$2.8M (+$498.4K)
Filed 2026-10-28
Waratah Capital Advisors Ltd.
INCREASED
Shares14,927 from 6,640
Change+8,287 (+125%)
Value$2.8M (+$1.5M)
Filed 2026-11-06
Concord Wealth Partners
INCREASED
Shares14,927 from 12,909
Change+2,018 (+16%)
Value$2.8M (+$322.0K)
Filed 2026-11-02
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares14,873 from 14,993
Change-120 (-1%)
Value$2.8M (-$83.4K)
Filed 2026-10-14
Foyston, Gordon & Payne Inc
UNCHANGED
Shares14,869 from 14,869
Change0 (0%)
Value$2.8M (-$60.7K)
Filed 2026-11-02
Waldron Private Wealth LLC
DECREASED
Shares14,791 from 15,291
Change-500 (-3%)
Value$2.7M (-$155.2K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED
Shares14,693 from 15,046
Change-353 (-2%)
Value$2.7M (-$126.9K)
Filed 2026-10-15
Generali Asset Management SPA SGR
INCREASED
Shares14,644 from 12,482
Change+2,162 (+17%)
Value$2.7M (+$350.4K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares14,608 from 14,745
Change-137 (-1%)
Value$2.7M (-$85.5K)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares14,578 from 14,778
Change-200 (-1%)
Value$2.7M (-$97.4K)
Filed 2026-10-22
Avestar Capital, LLC
DECREASED
Shares14,562 from 15,704
Change-1,142 (-7%)
Value$2.7M (-$276.1K)
Filed 2026-10-28
Connecticut Capital Management Group, LLC
INCREASED
Shares14,547 from 14,530
Change+17 (+0%)
Value$2.7M (-$56.1K)
Filed 2026-10-29
Everest Financial Group LLC
INCREASED
Shares14,539 from 4,296
Change+10,243 (+238%)
Value$2.7M (+$1.9M)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
INCREASED
Shares14,523 from 14,522
Change+1 (+0%)
Value$2.7M (-$58.8K)
Filed 2026-11-06
Coastline Trust Co
DECREASED
Shares14,467 from 16,162
Change-1,695 (-10%)
Value$2.7M (-$380.6K)
Filed 2026-10-01
TBH Global Asset Management, LLC
DECREASED
Shares14,441 from 14,443
Change-2 (0%)
Value$2.7M (-$59.3K)
Filed 2026-11-03
MSH Capital Advisors LLC
INCREASED
Shares14,436 from 14,383
Change+53 (+0%)
Value$2.7M (-$48.9K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
DECREASED
Shares14,387 from 14,677
Change-290 (-2%)
Value$2.7M (-$113.7K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
DECREASED
Shares14,352 from 14,492
Change-140 (-1%)
Value$2.7M (-$85.1K)
Filed 2026-10-16
ICW Investment Advisors LLC
DECREASED
Shares14,329 from 14,841
Change-512 (-3%)
Value$2.7M (-$155.5K)
Filed 2026-10-27
Emprise Bank
DECREASED
Shares14,329 from 14,437
Change-108 (-1%)
Value$2.7M (-$79.0K)
Filed 2026-10-07
180 Wealth Advisors, LLC
DECREASED
Shares14,294 from 14,406
Change-112 (-1%)
Value$2.7M (-$79.7K)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
NEW
Shares14,292
Change+14,292
Value$2.6M
Filed 2026-10-20
Sepio Capital, LP
DECREASED
Shares14,269 from 17,779
Change-3,510 (-20%)
Value$2.6M (-$724.0K)
Filed 2026-10-22
Physicians Financial Services, Inc.
UNCHANGED
Shares14,264 from 14,264
Change0 (0%)
Value$2.6K (-$2.7M)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares14,238 from 13,754
Change+484 (+4%)
Value$2.6M (+$33.8K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
INCREASED
Shares14,228 from 13,818
Change+410 (+3%)
Value$2.6M (+$19.8K)
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares14,137 from 15,525
Change-1,388 (-9%)
Value$2.6M (-$321.0K)
Filed 2026-11-06
Hudson Canyon Capital Management
DECREASED
Shares14,040 from 14,877
Change-837 (-6%)
Value$2.6M (-$216.1K)
Filed 2026-11-04
Kieckhefer Group LLC
DECREASED
Shares14,017 from 15,017
Change-1,000 (-7%)
Value$2.6M (-$246.9K)
Filed 2026-10-13
VAN Strum & Towne Inc.
DECREASED
Shares13,982 from 14,056
Change-74 (-1%)
Value$2.6M (-$71.1K)
Filed 2026-11-06
BG Investment Services, LLC
NEW
Shares13,923
Change+13,923
Value$2.6M
Filed 2026-10-23
Ledyard National Bank
INCREASED
Shares13,903 from 13,361
Change+542 (+4%)
Value$2.6M (+$46.1K)
Filed 2026-10-21
Hunter Associates Investment Management LLC
DECREASED
Shares13,876 from 14,020
Change-144 (-1%)
Value$2.6K (-$2.7M)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares13,813 from 19,880
Change-6,067 (-31%)
Value$2.6M (-$1.2M)
Filed 2026-10-28
Ballast, Inc.
DECREASED
Shares13,809 from 14,050
Change-241 (-2%)
Value$2.6M (-$102.1K)
Filed 2026-10-20
Kenora Financial, LLC
UNCHANGED
Shares13,793 from 13,793
Change0 (0%)
Value$2.6M (-$56.3K)
Filed 2026-10-20
CGN Advisors LLC
DECREASED
Shares13,759 from 13,908
Change-149 (-1%)
Value$2.6M (-$84.4K)
Filed 2026-10-21
Shayne & Jacobs, LLC
UNCHANGED
Shares13,742 from 13,742
Change0 (0%)
Value$2.6M (-$56.1K)
Filed 2026-10-21
Trust Investment Advisors
INCREASED
Shares13,734 from 12,659
Change+1,075 (+8%)
Value$2.5M (+$147.9K)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares13,723 from 11,424
Change+2,299 (+20%)
Value$2.5M (+$380.2K)
Filed 2026-10-22
Everhart Financial Group, Inc.
INCREASED
Shares13,676 from 13,351
Change+325 (+2%)
Value$2.5M (+$5.9K)
Filed 2026-10-08
Citizens & Northern Corp
INCREASED
Shares13,646 from 12,701
Change+945 (+7%)
Value$2.5M (+$123.6K)
Filed 2026-11-06
Alpha Omega Wealth Management LLC
DECREASED
Shares13,610 from 13,653
Change-43 (0%)
Value$2.5M (-$63.7K)
Filed 2026-10-23
Roberts Wealth Advisors, LLC
INCREASED
Shares13,570 from 13,300
Change+270 (+2%)
Value$2.5M (-$4.1K)
Filed 2026-10-14
Fusion Capital, LLC
DECREASED
Shares13,523 from 13,612
Change-89 (-1%)
Value$2.5M (-$72.0K)
Filed 2026-10-28
Ellis Investment Partners, LLC
DECREASED
Shares13,520 from 13,744
Change-224 (-2%)
Value$2.5M (-$97.8K)
Filed 2026-10-21
American National Bank & Trust
INCREASED
Shares13,488 from 12,808
Change+680 (+5%)
Value$2.5M (+$74.1K)
Filed 2026-10-07
BIP Wealth, LLC
INCREASED
Shares13,485 from 13,416
Change+69 (+1%)
Value$2.5M (-$42.1K)
Filed 2026-10-22
Valmark Advisers, Inc.
INCREASED
Shares13,472 from 13,209
Change+263 (+2%)
Value$2.5M (-$5.0K)
Filed 2026-11-06
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares13,396 from 13,396
Change0 (0%)
Value$2.5M (-$54.7K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
INCREASED
Shares13,344 from 11,976
Change+1,368 (+11%)
Value$2.5M (+$205.0K)
Filed 2026-11-02
Catalyst Financial Partners LLC
INCREASED
Shares13,306 from 12,645
Change+661 (+5%)
Value$2.5M (+$71.1K)
Filed 2026-11-06
Angeles Wealth Management, LLC
DECREASED
Shares13,266 from 13,509
Change-243 (-2%)
Value$2.5M (-$100.2K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares13,245 from 7,301
Change+5,944 (+81%)
Value$2.5M (+$1.1M)
Filed 2026-10-26
Baker Avenue Asset Management, LP
INCREASED
Shares13,231 from 11,681
Change+1,550 (+13%)
Value$2.5M (+$240.0K)
Filed 2026-11-06
Interchange Capital Partners, LLC
INCREASED
Shares13,147 from 12,816
Change+331 (+3%)
Value$2.4M (+$9.1K)
Filed 2026-10-28
Atwood & Palmer Inc
DECREASED
Shares13,143 from 13,343
Change-200 (-1%)
Value$2.4M (-$91.6K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares13,128 from 15,041
Change-1,913 (-13%)
Value$2.4M (-$416.5K)
Filed 2026-10-07
Whalen Wealth Management Inc.
INCREASED
Shares13,086 from 11,898
Change+1,188 (+10%)
Value$2.4M (+$172.0K)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED
Shares13,079 from 13,078
Change+1 (+0%)
Value$2.4K (-$2.3M)
Filed 2026-11-04
RMR Capital Management, LLC
UNCHANGED
Shares13,059 from 13,059
Change0 (0%)
Value$2.4M (-$53.3K)
Filed 2026-10-23
Aspiriant, LLC
INCREASED
Shares13,056 from 10,310
Change+2,746 (+27%)
Value$2.4M (+$467.7K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares13,031 from 11,749
Change+1,282 (+11%)
Value$2.4M (+$189.9K)
Filed 2026-11-04
Core Wealth Partners LLC
DECREASED
Shares13,025 from 13,139
Change-114 (-1%)
Value$2.4M (-$74.8K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares12,990
Change+12,990
Value$2.6K
Filed 2026-11-03
Oak Thistle LLC
INCREASED
Shares12,986 from 7,381
Change+5,605 (+76%)
Value$2.4M (+$1.0M)
Filed 2026-10-21
Investment Advisory Services Inc
INCREASED
Shares12,986 from 12,950
Change+36 (+0%)
Value$2.4M (-$46.1K)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares12,979 from 17,900
Change-4,921 (-27%)
Value$2.4M (-$986.6K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares12,916 from 12,527
Change+389 (+3%)
Value$2.4M (+$21.1K)
Filed 2026-10-27
Ticino Wealth
DECREASED
Shares12,790 from 13,015
Change-225 (-2%)
Value$2.4M (-$94.9K)
Filed 2026-10-13
Excalibur Management Corp
DECREASED
Shares12,786 from 13,116
Change-330 (-3%)
Value$2.4M (-$115.0K)
Filed 2026-11-02
Independent Solutions Wealth Management, LLC
INCREASED
Shares12,782 from 12,607
Change+175 (+1%)
Value$2.4M (-$18.9K)
Filed 2026-10-28
Cigna Investments Inc
DECREASED
Shares12,691 from 12,751
Change-60 (0%)
Value$2.4K (-$2.4M)
Filed 2026-10-19
Wynn Capital, LLC
DECREASED
Shares12,646 from 12,805
Change-159 (-1%)
Value$2.3M (-$81.8K)
Filed 2026-10-13
O'Domhnaill Enterprises, Inc.
DECREASED
Shares12,640 from 14,670
Change-2,030 (-14%)
Value$2.3M (-$436.7K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares12,543 from 12,029
Change+514 (+4%)
Value$2.3M (-$59.7K)
Filed 2026-10-20
Lynx Investment Advisory
DECREASED
Shares12,455 from 13,124
Change-669 (-5%)
Value$2.3M (-$177.8K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares12,441 from 11,883
Change+558 (+5%)
Value$2.3M (+$55.1K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares12,439 from 12,666
Change-227 (-2%)
Value$2.3M (-$93.7K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares12,423 from 12,716
Change-293 (-2%)
Value$2.3M (-$106.2K)
Filed 2026-10-19
Granite Investment Partners, LLC
UNCHANGED
Shares12,422 from 12,422
Change0 (0%)
Value$2.3M (-$50.7K)
Filed 2026-11-04
Piscataqua Savings Bank
DECREASED
Shares12,417 from 12,958
Change-541 (-4%)
Value$2.3M (-$153.3K)
Filed 2026-10-21
Applied Finance Capital Management, LLC
INCREASED
Shares12,411 from 4,742
Change+7,669 (+162%)
Value$2.3M (+$1.4M)
Filed 2026-11-03
International Private Wealth Advisors LLC
INCREASED
Shares12,402 from 9,395
Change+3,007 (+32%)
Value$2.3M (+$519.9K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares12,400 from 12,399
Change+1 (+0%)
Value$2.3M (-$50.4K)
Filed 2026-10-29
Matrix Trust Co
INCREASED
Shares12,253 from 11,606
Change+647 (+6%)
Value$2.3K (+$73)
Filed 2026-10-07
City State Bank
DECREASED
Shares12,250 from 12,355
Change-105 (-1%)
Value$2.3M (-$69.9K)
Filed 2026-10-20
Sippican Capital Advisors
UNCHANGED
Shares12,215 from 12,215
Change0 (0%)
Value$2.3M (-$49.8K)
Filed 2026-10-23
Profund Advisors LLC
DECREASED
Shares12,203 from 13,912
Change-1,709 (-12%)
Value$2.3M (-$374.0K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares12,189 from 12,097
Change+92 (+1%)
Value$2.3M (-$32.3K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares12,187 from 579
Change+11,608 (+2005%)
Value$2.3M (+$2.2M)
Filed 2026-11-03
Fishman JAY A LTD
UNCHANGED
Shares12,175 from 12,175
Change0 (0%)
Value$2.3M (-$49.7K)
Filed 2026-10-26
Fideuram Asset Management (Ireland) dac
INCREASED
Shares12,168 from 10,304
Change+1,864 (+18%)
Value$2.5M (+$570.7K)
Filed 2026-10-29
Montgomery Investment Management Inc
UNCHANGED
Shares12,151 from 12,151
Change0 (0%)
Value$2.3M (-$49.6K)
Filed 2026-10-26
Boomfish Wealth Group, LLC
DECREASED
Shares12,117 from 12,196
Change-79 (-1%)
Value$2.2M (-$64.4K)
Filed 2026-10-22
Meridian Management Co
DECREASED
Shares12,100 from 12,119
Change-19 (0%)
Value$2.2M (-$53.0K)
Filed 2026-11-06
Darden Wealth Group Inc
DECREASED
Shares12,048 from 12,230
Change-182 (-1%)
Value$2.2M (-$83.7K)
Filed 2026-11-06
Duncker Streett & Co Inc
DECREASED
Shares12,000 from 12,042
Change-42 (0%)
Value$2.2M (-$56.9K)
Filed 2026-10-27
Opinicus Capital, Inc.
DECREASED
Shares11,993 from 12,276
Change-283 (-2%)
Value$2.2M (-$102.7K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares11,978 from 12,030
Change-52 (0%)
Value$2.2M (-$58.7K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares11,965 from 11,367
Change+598 (+5%)
Value$2.2M (+$64.6K)
Filed 2026-10-20
Ironwood Financial, llc
DECREASED
Shares11,928 from 12,063
Change-135 (-1%)
Value$2.2M (-$154.6K)
Filed 2026-10-20
Corda Investment Management, Llc.
INCREASED
Shares11,921 from 11,540
Change+381 (+3%)
Value$2.2M (+$23.6K)
Filed 2026-10-22
Catalyst Capital Advisors LLC
INCREASED
Shares11,850 from 3,368
Change+8,482 (+252%)
Value$2.2M (+$1.6M)
Filed 2026-11-02
Old North State Wealth Management, LLC
INCREASED
Shares11,679 from 11,640
Change+39 (+0%)
Value$2.2M (-$40.0K)
Filed 2026-10-22
Winch Advisory Services, LLC
DECREASED
Shares11,584 from 11,758
Change-174 (-1%)
Value$2.2M (-$80.3K)
Filed 2026-11-06
James Investment Research, Inc.
INCREASED
Shares11,578 from 11,339
Change+239 (+2%)
Value$2.1M (-$1.8K)
Filed 2026-10-22
Concord Asset Management, LLC
INCREASED
Shares11,562 from 8,935
Change+2,627 (+29%)
Value$2.1M (+$451.3K)
Filed 2026-11-02
Elco Management Co., LLC
INCREASED
Shares11,508 from 11,152
Change+356 (+3%)
Value$2.1M (+$20.6K)
Filed 2026-10-14
Prentice Wealth Management LLC
INCREASED
Shares11,506 from 11,262
Change+244 (+2%)
Value$2.1M (-$650)
Filed 2026-10-20
Independence Bank of Kentucky
INCREASED
Shares11,353 from 11,318
Change+35 (+0%)
Value$2.1M (-$39.7K)
Filed 2026-10-26
TritonPoint Partners, LLC
DECREASED
Shares11,322 from 34,298
Change-22,976 (-67%)
Value$2.1M (-$4.4M)
Filed 2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares11,300 from 11,300
Change0 (0%)
Value$2.1M (-$46.1K)
Filed 2026-11-06
Davidson Investment Advisors
DECREASED
Shares11,270 from 163,898
Change-152,628 (-93%)
Value$2.1M (-$29.0M)
Filed 2026-10-20
LCM Capital Management Inc
DECREASED
Shares11,198 from 11,211
Change-13 (0%)
Value$2.1M (-$48.1K)
Filed 2026-10-20
Davidson Trust Co
DECREASED
Shares11,187 from 13,727
Change-2,540 (-18%)
Value$2.1M (-$527.6K)
Filed 2026-10-09
Eagle Strategies LLC
DECREASED
Shares11,168 from 18,259
Change-7,091 (-39%)
Value$2.1M (-$1.4M)
Filed 2026-10-16
Brian LOW Financial Group, LLC
INCREASED
Shares11,155 from 10,715
Change+440 (+4%)
Value$2.1M (+$38.2K)
Filed 2026-10-28
Anchyra Partners LLC
INCREASED
Shares10,999 from 10,209
Change+790 (+8%)
Value$2.0M (+$105.0K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
DECREASED
Shares10,965 from 11,338
Change-373 (-3%)
Value$2.0M (-$115.6K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares10,901 from 11,156
Change-255 (-2%)
Value$2.0M (-$92.9K)
Filed 2026-10-16
Chapin Davis, Inc.
DECREASED
Shares10,900 from 10,911
Change-11 (0%)
Value$2.0M (-$46.6K)
Filed 2026-10-09
Embree Financial Group
DECREASED
Shares10,887 from 10,976
Change-89 (-1%)
Value$2.0M (-$61.2K)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED
Shares10,880 from 10,531
Change+349 (+3%)
Value$2.0K (-$2.0M)
Filed 2026-10-19
Chemistry Wealth Management LLC
INCREASED
Shares10,874 from 10,873
Change+1 (+0%)
Value$2.0M (-$44.1K)
Filed 2026-10-16
Finer Wealth Management, Inc.
INCREASED
Shares10,862 from 9,070
Change+1,792 (+20%)
Value$2.0M (+$295.7K)
Filed 2026-10-16
Shoker Investment Counsel, Inc.
INCREASED
Shares10,808 from 10,718
Change+90 (+1%)
Value$2.0M (-$26.9K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares10,771 from 7,231
Change+3,540 (+49%)
Value$2.0M (+$604.8K)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
INCREASED
Shares10,746 from 10,694
Change+52 (+0%)
Value$2.0M (-$34.0K)
Filed 2026-10-28
Sanders Morris Harris LLC
NEW
Shares10,711
Change+10,711
Value$2.0M
Filed 2026-10-14
Outfitters Financial LLC
INCREASED
Shares10,695 from 10,655
Change+40 (+0%)
Value$2.0M (-$36.0K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares10,691 from 10,691
Change0 (0%)
Value$2.0M (-$43.6K)
Filed 2026-11-04
DMC Group, LLC
DECREASED
Shares10,644 from 11,079
Change-435 (-4%)
Value$2.0M (-$126.0K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
DECREASED
Shares10,638 from 10,656
Change-18 (0%)
Value$2.0M (-$46.8K)
Filed 2026-10-28
LVW Advisors, LLC
INCREASED
Shares10,587 from 10,297
Change+290 (+3%)
Value$2.0M (+$11.8K)
Filed 2026-10-19
Aries Wealth Management
DECREASED
Shares10,530 from 10,595
Change-65 (-1%)
Value$2.0M (-$55.3K)
Filed 2026-10-23
Northern Financial Advisors Inc
INCREASED
Shares10,506 from 10,409
Change+97 (+1%)
Value$2.0M (-$24.5K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares10,490 from 10,731
Change-241 (-2%)
Value$1.9M (-$88.6K)
Filed 2026-10-26
Dudley Capital Management, LLC
DECREASED
Shares10,459 from 10,483
Change-24 (0%)
Value$1.9M (-$47.2K)
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares10,439 from 10,439
Change0 (0%)
Value$1.9M (-$42.6K)
Filed 2026-10-21
Pictet North America Advisors SA
UNCHANGED
Shares10,331 from 10,331
Change0 (0%)
Value$1.9M (-$42.2K)
Filed 2026-10-21
Waterfront Wealth Inc.
INCREASED
Shares10,308 from 10,298
Change+10 (+0%)
Value$2.0M (-$42.9K)
Filed 2026-11-03
iA Global Asset Management Inc.
INCREASED
Shares10,236 from 3,825
Change+6,411 (+168%)
Value$1.9K (-$724.1K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares10,149 from 10,149
Change0 (0%)
Value$1.9M (-$6.9M)
Filed 2026-11-03
Greenfield Savings Bank
UNCHANGED
Shares10,093 from 10,093
Change0 (0%)
Value$1.9M (-$41.2K)
Filed 2026-10-07
Novem Group
INCREASED
Shares10,053 from 9,880
Change+173 (+2%)
Value$1.9M (-$8.1K)
Filed 2026-10-19
MB, Levis & Associates, LLC
INCREASED
Shares10,047 from 9,834
Change+213 (+2%)
Value$1.9M (-$584)
Filed 2026-10-16
Waycross Investment Management Co
DECREASED
Shares10,019 from 10,202
Change-183 (-2%)
Value$1.9M (-$75.6K)
Filed 2026-10-14
Middleton & Co Inc
DECREASED
Shares10,009 from 10,509
Change-500 (-5%)
Value$1.9M (-$135.7K)
Filed 2026-10-23
Retirement Planning Group, LLC
DECREASED
Shares10,004 from 10,406
Change-402 (-4%)
Value$1.9M (-$117.1K)
Filed 2026-10-19
Purkiss Capital Advisors LLC
DECREASED
Shares9,969 from 10,044
Change-75 (-1%)
Value$1.9M (-$55.0K)
Filed 2026-11-06
CDM Financial Counseling Services, Inc.
INCREASED
Shares9,918 from 9,777
Change+141 (+1%)
Value$1.8M (-$13.5K)
Filed 2026-10-15
First Command Advisory Services, Inc.
INCREASED
Shares9,877 from 8,530
Change+1,347 (+16%)
Value$1.8M (+$215.3K)
Filed 2026-11-05
Vista Investment Partners LLC
INCREASED
Shares9,866 from 9,862
Change+4 (+0%)
Value$1.8M (-$39.5K)
Filed 2026-10-08
SVB Wealth LLC
DECREASED
Shares9,834 from 12,411
Change-2,577 (-21%)
Value$1.8M (-$529.1K)
Filed 2026-11-06
Herold Advisors, Inc.
DECREASED
Shares9,799 from 10,040
Change-241 (-2%)
Value$1.8M (-$84.8K)
Filed 2026-10-19
OMC Financial Services LTD
DECREASED
Shares9,794 from 13,927
Change-4,133 (-30%)
Value$1.8M (-$824.2K)
Filed 2026-10-19
Jacobs & Co
UNCHANGED
Shares9,789 from 9,789
Change0 (0%)
Value$1.8K (-$40)
Filed 2026-10-09
Wright Investors Service Inc
DECREASED
Shares9,784 from 10,262
Change-478 (-5%)
Value$1.8M (-$130.6K)
Filed 2026-11-02
Cidel Asset Management Inc
INCREASED
Shares9,778 from 9,698
Change+80 (+1%)
Value$1.8M (-$24.7K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares9,731 from 10,707
Change-976 (-9%)
Value$1.8M (-$150.1K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares9,729 from 9,714
Change+15 (+0%)
Value$1.8M (-$36.8K)
Filed 2026-10-09
Brookmont Capital Management
DECREASED
Shares9,727 from 9,864
Change-137 (-1%)
Value$1.8M (-$65.7K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares9,682 from 8,525
Change+1,157 (+14%)
Value$1.8M (+$179.9K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares9,663 from 10,443
Change-780 (-7%)
Value$1.8M (-$185.5K)
Filed 2026-10-30
Greenup Street Wealth Management LLC
NEW
Shares9,647
Change+9,647
Value$1.8M
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED
Shares9,618 from 9,591
Change+27 (+0%)
Value$1.8M (-$34.1K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares9,616 from 12,061
Change-2,445 (-20%)
Value$1.8M (-$533.7K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares9,614 from 9,638
Change-24 (0%)
Value$1.8M (-$43.8K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
INCREASED
Shares9,535 from 9,486
Change+49 (+1%)
Value$1.8M (-$29.7K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares9,501 from 8,122
Change+1,379 (+17%)
Value$1.8M (+$222.8K)
Filed 2026-10-29
Mindset Wealth Management, LLC
INCREASED
Shares9,489 from 9,324
Change+165 (+2%)
Value$1.8M (-$7.4K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares9,481 from 9,481
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-15
Orrstown Financial Services Inc
INCREASED
Shares9,461 from 9,414
Change+47 (+1%)
Value$1.8M (-$29.7K)
Filed 2026-10-14
Alkeme Wealth, LLC
INCREASED
Shares9,450 from 9,296
Change+154 (+2%)
Value$1.8M (-$9.4K)
Filed 2026-10-08
Corps Capital Advisors, LLC
UNCHANGED
Shares9,432 from 9,432
Change0 (0%)
Value$1.8M (-$38.4K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares9,430 from 8,465
Change+965 (+11%)
Value$1.8M (+$144.6K)
Filed 2026-11-04
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares9,385 from 9,153
Change+232 (+3%)
Value$1.7M (+$5.8K)
Filed 2026-10-09
Beacon Financial Group
DECREASED
Shares9,362 from 9,395
Change-33 (0%)
Value$1.7M (-$44.4K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares9,360 from 9,069
Change+291 (+3%)
Value$1.7M (+$17.0K)
Filed 2026-10-21
Boltwood Capital Management
INCREASED
Shares9,353 from 8,814
Change+539 (+6%)
Value$1.7M (+$64.1K)
Filed 2026-10-02
SteelPeak Wealth, LLC
DECREASED
Shares9,325 from 12,636
Change-3,311 (-26%)
Value$1.7M (-$666.4K)
Filed 2026-10-16
Parcion Private Wealth LLC
INCREASED
Shares9,319 from 7,709
Change+1,610 (+21%)
Value$1.7M (+$267.4K)
Filed 2026-10-28
Texas Bank & Trust Co
DECREASED
Shares9,282 from 9,393
Change-111 (-1%)
Value$1.7M (-$58.9K)
Filed 2026-11-04
Fonville Wealth Management LLC
INCREASED
Shares9,271 from 8,563
Change+708 (+8%)
Value$1.7M (+$96.4K)
Filed 2026-10-28
Leonteq Securities AG
DECREASED
Shares9,269 from 14,531
Change-5,262 (-36%)
Value$1.7M (-$1.0M)
Filed 2026-10-29
Millennium Capital Advisors, LLC
INCREASED
Shares9,263 from 8,762
Change+501 (+6%)
Value$1.7M (+$57.3K)
Filed 2026-10-16
Tealwood Asset Management Inc
DECREASED
Shares9,231 from 9,584
Change-353 (-4%)
Value$1.7K (-$104)
Filed 2026-10-13
Quantum Private Wealth, LLC
DECREASED
Shares9,230 from 11,149
Change-1,919 (-17%)
Value$1.7M (-$401.8K)
Filed 2026-10-20
Moody National Bank Trust Division
DECREASED
Shares9,211 from 9,637
Change-426 (-4%)
Value$1.7M (-$118.4K)
Filed 2026-10-06
Eads & Heald Wealth Management
DECREASED
Shares9,208 from 9,467
Change-259 (-3%)
Value$1.7M (-$86.7K)
Filed 2026-10-29
Heck Capital Advisors, LLC
DECREASED
Shares9,185 from 11,492
Change-2,307 (-20%)
Value$1.7M (-$475.2K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
INCREASED
Shares9,152 from 8,350
Change+802 (+10%)
Value$1.7M (+$114.9K)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED
Shares9,129 from 9,691
Change-562 (-6%)
Value$1.7M (-$143.9K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares9,069 from 9,364
Change-295 (-3%)
Value$1.7M (-$93.1K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares9,057 from 9,039
Change+18 (+0%)
Value$1.7M (-$33.6K)
Filed 2026-10-29
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares8,969 from 8,720
Change+249 (+3%)
Value$1.7M (+$10.6K)
Filed 2026-10-22
Cullen Investment Group, Ltd.
DECREASED
Shares8,950 from 9,322
Change-372 (-4%)
Value$1.7M (-$98.0K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares8,918 from 8,770
Change+148 (+2%)
Value$1.7M (-$8.2K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares8,914 from 9,046
Change-132 (-1%)
Value$1.7M (-$47.8K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares8,871 from 9,096
Change-225 (-2%)
Value$1.6M (-$78.9K)
Filed 2026-11-02
Kuhn & Co Investment Counsel
INCREASED
Shares8,863 from 8,846
Change+17 (+0%)
Value$1.6M (-$32.9K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
INCREASED
Shares8,856 from 8,667
Change+189 (+2%)
Value$1.6M (-$103.7K)
Filed 2026-10-19
GAM Holding AG
DECREASED
Shares8,853 from 11,465
Change-2,612 (-23%)
Value$1.6M (-$531.7K)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares8,853 from 10,930
Change-2,077 (-19%)
Value$1.6M (-$430.2K)
Filed 2026-10-19
FSM Wealth Advisors, LLC
DECREASED
Shares8,847 from 8,885
Change-38 (0%)
Value$1.6M (-$55.0K)
Filed 2026-10-27
Trust Point Inc.
NEW
Shares8,837
Change+8,837
Value$1.6M
Filed 2026-10-27
Balboa Wealth Partners
DECREASED
Shares8,830 from 9,585
Change-755 (-8%)
Value$1.6M (-$179.3K)
Filed 2026-10-20
Signature Wealth Management Partners, LLC
INCREASED
Shares8,827 from 8,786
Change+41 (+0%)
Value$1.6M (-$28.2K)
Filed 2026-10-21
Westover Capital Advisors, LLC
INCREASED
Shares8,796 from 8,387
Change+409 (+5%)
Value$1.6M (+$41.7K)
Filed 2026-10-26
Hager Investment Management Services, LLC
DECREASED
Shares8,736 from 9,370
Change-634 (-7%)
Value$1.6M (-$155.9K)
Filed 2026-11-04
Northside Capital Management, LLC
INCREASED
Shares8,662 from 8,506
Change+156 (+2%)
Value$1.6M (-$5.7K)
Filed 2026-10-13
Landmark Wealth Management, LLC
UNCHANGED
Shares8,575 from 8,575
Change0 (0%)
Value$1.6M (-$35.0K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
DECREASED
Shares8,540 from 8,567
Change-27 (0%)
Value$1.6M (-$40.0K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares8,528 from 8,637
Change-109 (-1%)
Value$1.6M (-$55.5K)
Filed 2026-11-02
Applied Capital LLC
UNCHANGED
Shares8,495 from 8,495
Change0 (0%)
Value$1.6M (-$34.7K)
Filed 2026-10-07
Archford Capital Strategies, LLC
INCREASED
Shares8,490 from 7,295
Change+1,195 (+16%)
Value$1.6M (+$192.1K)
Filed 2026-10-19
Petros Family Wealth, LLC
INCREASED
Shares8,475 from 7,926
Change+549 (+7%)
Value$1.6M (+$69.5K)
Filed 2026-10-28
Kesler, Norman & Wride, LLC
DECREASED
Shares8,445 from 8,878
Change-433 (-5%)
Value$1.6M (-$116.6K)
Filed 2026-11-06
Wealth Architects, LLC
INCREASED
Shares8,437 from 8,432
Change+5 (+0%)
Value$1.6M (-$33.5K)
Filed 2026-11-03
Mechanics Financial Corp
INCREASED
Shares8,410 from 8,393
Change+17 (+0%)
Value$1.6M (-$31.1K)
Filed 2026-11-05
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares8,393 from 8,593
Change-200 (-2%)
Value$1.6M (-$72.2K)
Filed 2026-11-03
Grove Bank & Trust
INCREASED
Shares8,391 from 8,382
Change+9 (+0%)
Value$1.6M (-$32.5K)
Filed 2026-10-08
Sacks & Associates, LLC
DECREASED
Shares8,370 from 8,408
Change-38 (0%)
Value$1.6M (-$255.8K)
Filed 2026-10-09
Autumn Glory Partners, LLC
DECREASED
Shares8,358 from 11,149
Change-2,791 (-25%)
Value$1.6M (-$563.6K)
Filed 2026-10-26
Covenant Asset Management, LLC
INCREASED
Shares8,354 from 8,299
Change+55 (+1%)
Value$1.6M (-$23.6K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED
Shares8,353 from 8,353
Change0 (0%)
Value$1.6M (-$34.1K)
Filed 2026-10-28
Occidental Asset Management, LLC
DECREASED
Shares8,338 from 12,665
Change-4,327 (-34%)
Value$1.5M (-$855.0K)
Filed 2026-11-05
Global Trust Asset Management, LLC
DECREASED
Shares8,324 from 8,717
Change-393 (-5%)
Value$1.5M (-$108.5K)
Filed 2026-10-19
Root Financial Partners, LLC
DECREASED
Shares8,274 from 8,312
Change-38 (0%)
Value$1.5M (-$41.0K)
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares8,271 from 7,454
Change+817 (+11%)
Value$1.5M (+$121.3K)
Filed 2026-10-02
Lyell Wealth Management, LP
INCREASED
Shares8,270 from 7,974
Change+296 (+4%)
Value$1.5M (+$22.4K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares8,256 from 8,199
Change+57 (+1%)
Value$1.5M (-$22.9K)
Filed 2026-10-19
Apollon Financial, LLC
INCREASED
Shares8,253 from 8,002
Change+251 (+3%)
Value$1.5M (+$14.0K)
Filed 2026-10-23
Lee Financial Co
INCREASED
Shares8,181 from 8,137
Change+44 (+1%)
Value$1.5M (-$25.0K)
Filed 2026-10-16
Roxbury Financial LLC
DECREASED
Shares8,149 from 8,243
Change-94 (-1%)
Value$1.5M (-$51.1K)
Filed 2026-10-01
Park National Corp
INCREASED
Shares8,148 from 7,950
Change+198 (+2%)
Value$1.5M (+$4.3K)
Filed 2026-10-05
Bank of New Hampshire
INCREASED
Shares8,071 from 8,045
Change+26 (+0%)
Value$1.5M (-$28.0K)
Filed 2026-10-06
Acropolis Investment Management, LLC
DECREASED
Shares8,068 from 8,412
Change-344 (-4%)
Value$1.5M (-$98.1K)
Filed 2026-10-08
Zega Investments, LLC
DECREASED
Shares8,041 from 8,048
Change-7 (0%)
Value$1.5M (-$34.2K)
Filed 2026-11-04
First Community Trust NA
INCREASED
Shares8,033 from 6,163
Change+1,870 (+30%)
Value$1.5M (+$322.0K)
Filed 2026-10-07
American State Bank (Iowa)
INCREASED
Shares8,021 from 8,014
Change+7 (+0%)
Value$1.5M (-$31.4K)
Filed 2026-11-03
Fjell Capital, LLC
INCREASED
Shares8,016 from 7,830
Change+186 (+2%)
Value$1.5M (+$2.6K)
Filed 2026-10-13
Tower Trust & Investment Co
INCREASED
Shares7,980 from 7,829
Change+151 (+2%)
Value$1.5M (-$3.9K)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares7,909 from 4,303
Change+3,606 (+84%)
Value$1.5K (-$814.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
DECREASED
Shares7,907 from 8,480
Change-573 (-7%)
Value$1.5M (-$140.9K)
Filed 2026-11-04
Providence Wealth Advisors, LLC
INCREASED
Shares7,879 from 7,875
Change+4 (+0%)
Value$1.5M (-$91.5K)
Filed 2026-10-29
Stonehearth Capital Management, LLC
UNCHANGED
Shares7,868 from 7,868
Change0 (0%)
Value$1.5M (-$32.1K)
Filed 2026-10-13
Legacy Private Trust Co.
UNCHANGED
Shares7,849 from 7,849
Change0 (0%)
Value$1.5M (-$32.0K)
Filed 2026-10-06
Csenge Advisory Group
INCREASED
Shares7,836 from 7,243
Change+593 (+8%)
Value$1.5M (+$80.4K)
Filed 2026-11-04
Auxano Advisors, LLC
DECREASED
Shares7,836 from 7,967
Change-131 (-2%)
Value$1.5M (-$56.8K)
Filed 2026-11-06
LVM Capital Management LTD
INCREASED
Shares7,833 from 7,662
Change+171 (+2%)
Value$1.5M (+$1.5M)
Filed 2026-10-20
PDS Planning, Inc
INCREASED
Shares7,819 from 7,810
Change+9 (+0%)
Value$1.5M (-$30.2K)
Filed 2026-11-03
Xcel Wealth Management, LLC
INCREASED
Shares7,802 from 7,766
Change+36 (+0%)
Value$1.4M (-$25.1K)
Filed 2026-10-26
Shakespeare Wealth Management, LLC
UNCHANGED
Shares7,797 from 7,797
Change0 (0%)
Value$1.4M (-$31.8K)
Filed 2026-10-28
North Star Investment Management Corp.
INCREASED
Shares7,790 from 7,782
Change+8 (+0%)
Value$1.4M (-$30.3K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
INCREASED
Shares7,719 from 7,346
Change+373 (+5%)
Value$1.4M (+$39.2K)
Filed 2026-10-26
Capital Square, LLC
INCREASED
Shares7,685 from 7,665
Change+20 (+0%)
Value$1.4M (-$74.9K)
Filed 2026-10-19
SS&H Financial Advisors, Inc.
UNCHANGED
Shares7,684 from 7,684
Change0 (0%)
Value$1.4K (-$1.5M)
Filed 2026-10-28
Enterprise Financial Services Corp
INCREASED
Shares7,657 from 7,639
Change+18 (+0%)
Value$1.4M (-$27.8K)
Filed 2026-11-03
Massachusetts Wealth Management
DECREASED
Shares7,600 from 8,075
Change-475 (-6%)
Value$1.4M (-$121.1K)
Filed 2026-10-21
William John Sempolinski
DECREASED
Shares7,590 from 7,790
Change-200 (-3%)
Value$1.4M (-$68.9K)
Filed 2026-10-20
True Private Wealth Advisors
INCREASED
Shares7,577 from 7,540
Change+37 (+0%)
Value$1.4M (-$23.9K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares7,569 from 7,795
Change-226 (-3%)
Value$1.4M (-$73.8K)
Filed 2026-10-27
GR Financial Group, LLC
INCREASED
Shares7,535 from 6,832
Change+703 (+10%)
Value$1.4M (+$102.5K)
Filed 2026-10-27
Capital Advantage, Inc.
INCREASED
Shares7,534 from 5,398
Change+2,136 (+40%)
Value$1.4M (+$374.5K)
Filed 2026-10-14
Orange Investment Advisors, Inc.
DECREASED
Shares7,530 from 7,655
Change-125 (-2%)
Value$1.4M (-$54.4K)
Filed 2026-10-23
Pennsylvania Capital Management Inc
UNCHANGED
Shares7,514 from 7,514
Change0 (0%)
Value$1.4M (-$30.7K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares7,506 from 5,523
Change+1,983 (+36%)
Value$1.4M (+$345.6K)
Filed 2026-10-09
Ares Financial Consulting, LLC
INCREASED
Shares7,486 from 7,423
Change+63 (+1%)
Value$1.4M (-$18.6K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares7,480 from 7,013
Change+467 (+7%)
Value$1.4M (+$58.0K)
Filed 2026-10-14
Kennebec Savings Bank
INCREASED
Shares7,452 from 7,404
Change+48 (+1%)
Value$1.4M (-$21.3K)
Filed 2026-10-22
Forbes J M & Co LLP
INCREASED
Shares7,439 from 7,428
Change+11 (+0%)
Value$1.4M (-$28.3K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares7,423 from 7,423
Change0 (0%)
Value$1.4M (-$30.3K)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares7,395 from 6,271
Change+1,124 (+18%)
Value$1.4M (+$183.1K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares7,391 from 7,339
Change+52 (+1%)
Value$1.4M (-$20.3K)
Filed 2026-10-23
Successful Portfolios LLC
UNCHANGED
Shares7,380 from 7,380
Change0 (0%)
Value$1.4M (-$79.4K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares7,377 from 7,469
Change-92 (-1%)
Value$1.4M (-$47.5K)
Filed 2026-10-14
Fiduciary Family Office, LLC
INCREASED
Shares7,312 from 6,706
Change+606 (+9%)
Value$1.4M (+$85.1K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares7,308 from 7,328
Change-20 (0%)
Value$1.4M (-$33.6K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
INCREASED
Shares7,300 from 6,965
Change+335 (+5%)
Value$1.4M (+$33.6K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares7,289 from 7,128
Change+161 (+2%)
Value$1.4M (+$829)
Filed 2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED
Shares7,271 from 7,264
Change+7 (+0%)
Value$1.3M (-$28.2K)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares7,269 from 7,512
Change-243 (-3%)
Value$1.3M (-$75.8K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
DECREASED
Shares7,261 from 7,667
Change-406 (-5%)
Value$1.3M (-$106.7K)
Filed 2026-10-26
Diligent Investors, LLC
INCREASED
Shares7,254 from 7,253
Change+1 (+0%)
Value$1.3M (-$29.3K)
Filed 2026-10-21
Cornerstone Advisory, LLC
INCREASED
Shares7,249 from 6,964
Change+285 (+4%)
Value$1.3M (+$24.6K)
Filed 2026-11-06
Western Financial Corp
INCREASED
Shares7,240 from 7,229
Change+11 (+0%)
Value$1.3M (-$27.4K)
Filed 2026-10-14
Mitchell Capital Management Co
DECREASED
Shares7,222 from 7,234
Change-12 (0%)
Value$1.3M (-$31.7K)
Filed 2026-10-29
Kelly Financial Services LLC
DECREASED
Shares7,220 from 7,380
Change-160 (-2%)
Value$1.3M (-$59.9K)
Filed 2026-10-20
CMH Wealth Management LLC
DECREASED
Shares7,200 from 7,825
Change-625 (-8%)
Value$1.3M (-$148.0K)
Filed 2026-10-22
Vigilare Wealth Management
DECREASED
Shares7,166 from 8,102
Change-936 (-12%)
Value$1.3M (-$206.9K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
DECREASED
Shares7,128 from 7,853
Change-725 (-9%)
Value$1.3M (-$166.6K)
Filed 2026-11-03
Fruth Investment Management
UNCHANGED
Shares7,117 from 7,117
Change0 (0%)
Value$1.3K (-$29)
Filed 2026-10-13
Cooper Financial Group
DECREASED
Shares7,045 from 11,740
Change-4,695 (-40%)
Value$1.3M (-$919.4K)
Filed 2026-10-07
Univest Financial Corp
INCREASED
Shares7,040 from 6,596
Change+444 (+7%)
Value$1.3M (+$55.4K)
Filed 2026-11-05
Riverbend Wealth Management, LLC
INCREASED
Shares7,034 from 6,924
Change+110 (+2%)
Value$1.3M (-$7.9K)
Filed 2026-10-15
Mechanics Bank Trust Department
DECREASED
Shares7,017 from 8,428
Change-1,411 (-17%)
Value$1.3M (-$296.3K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares7,003 from 6,799
Change+204 (+3%)
Value$1.3M (+$10.2K)
Filed 2026-10-30
1900 Wealth Management LLC
INCREASED
Shares6,949 from 6,082
Change+867 (+14%)
Value$1.3M (+$136.1K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares6,936 from 6,936
Change0 (0%)
Value$1.3M (-$28.3K)
Filed 2026-10-26
Vann Equity Management LLC
DECREASED
Shares6,912 from 6,977
Change-65 (-1%)
Value$1.3M (-$40.6K)
Filed 2026-10-08
Aviance Capital Partners, LLC
INCREASED
Shares6,911 from 6,904
Change+7 (+0%)
Value$1.3M (-$26.9K)
Filed 2026-10-29
Luken Investment Analytics, LLC
UNCHANGED
Shares6,895 from 6,895
Change0 (0%)
Value$1.3M (-$28.1K)
Filed 2026-11-06
Investment Management Trust, LLC
INCREASED
Shares6,894 from 6,869
Change+25 (+0%)
Value$1.3M (-$23.4K)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
INCREASED
Shares6,863 from 5,216
Change+1,647 (+32%)
Value$1.3M (+$284.5K)
Filed 2026-10-13
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares6,861 from 6,861
Change0 (0%)
Value$1.3M (-$28.0K)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares6,853 from 5,966
Change+887 (+15%)
Value$1.3M (+$140.4K)
Filed 2026-11-02
Hummer Financial Advisory Services Inc
DECREASED
Shares6,844 from 7,269
Change-425 (-6%)
Value$1.3M (-$108.6K)
Filed 2026-10-09
Sawgrass Asset Management LLC
DECREASED
Shares6,833 from 7,219
Change-386 (-5%)
Value$1.3M (-$101.1K)
Filed 2026-11-03
D.B. Root & Company, LLC
INCREASED
Shares6,832 from 6,449
Change+383 (+6%)
Value$1.3M (+$44.8K)
Filed 2026-11-04
Arrow Financial Corp
UNCHANGED
Shares6,799 from 6,799
Change0 (0%)
Value$1.3M (-$27.7K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares6,794 from 6,334
Change+460 (+7%)
Value$1.3M (+$59.6K)
Filed 2026-10-29
Midwest Financial Group LLC
DECREASED
Shares6,764 from 6,906
Change-142 (-2%)
Value$1.3M (-$54.5K)
Filed 2026-10-15
QP Wealth Management, LLC
NEW
Shares6,748
Change+6,748
Value$1.3M
Filed 2026-10-20
Peoples Financial Services Corp.
UNCHANGED
Shares6,745 from 6,745
Change0 (0%)
Value$1.3M (-$27.5K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares6,721 from 6,197
Change+524 (+8%)
Value$1.2M (+$71.9K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,693 from 6,182
Change+511 (+8%)
Value$1.2M (+$69.2K)
Filed 2026-10-13
Alhambra Investment Management LLC
DECREASED
Shares6,679 from 6,704
Change-25 (0%)
Value$1.2M (-$32.0K)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares6,674 from 6,374
Change+300 (+5%)
Value$1.2M (+$29.7K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares6,673 from 6,738
Change-65 (-1%)
Value$1.2M (-$39.6K)
Filed 2026-11-02
Sigma Investment Counselors Inc
DECREASED
Shares6,633 from 7,198
Change-565 (-8%)
Value$1.2M (-$56.3K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
DECREASED
Shares6,624 from 6,669
Change-45 (-1%)
Value$1.2M (-$35.6K)
Filed 2026-10-14
KPP Advisory Services LLC
DECREASED
Shares6,593 from 8,902
Change-2,309 (-26%)
Value$1.2M (-$465.0K)
Filed 2026-10-26
Peak Financial Management, Inc.
INCREASED
Shares6,567 from 6,556
Change+11 (+0%)
Value$1.2M (-$24.6K)
Filed 2026-10-16
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares6,527 from 6,533
Change-6 (0%)
Value$1.2M (-$27.9K)
Filed 2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares6,517 from 5,556
Change+961 (+17%)
Value$1.2M (+$155.8K)
Filed 2026-10-09
Beaumont Asset Management, L.L.C.
INCREASED
Shares6,506 from 6,451
Change+55 (+1%)
Value$1.2M (-$16.1K)
Filed 2026-10-16
Wealth Science Advisors LLC
DECREASED
Shares6,495 from 6,780
Change-285 (-4%)
Value$1.2M (-$80.6K)
Filed 2026-10-09
S.A. Mason LLC
INCREASED
Shares6,491 from 6,484
Change+7 (+0%)
Value$1.2M (-$25.2K)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares6,475 from 5,716
Change+759 (+13%)
Value$1.2M (+$117.6K)
Filed 2026-10-20
Bailard, Inc.
INCREASED
Shares6,463 from 6,370
Change+93 (+1%)
Value$1.2M (-$8.5K)
Filed 2026-10-13
Willow Creek Capital Management, Inc.
UNCHANGED
Shares6,463 from 6,463
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-16
Berkshire Money Management, Inc.
NEW
Shares6,459
Change+6,459
Value$1.2M
Filed 2026-10-21
Stonebridge Financial Planning Group, LLC
INCREASED
Shares6,425 from 6,375
Change+50 (+1%)
Value$1.2M (-$16.8K)
Filed 2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED
Shares6,406 from 6,863
Change-457 (-7%)
Value$1.2M (-$59.9K)
Filed 2026-10-22
BXM Wealth LLC
UNCHANGED
Shares6,406 from 6,406
Change0 (0%)
Value$1.2M (-$26.1K)
Filed 2026-11-03
Hoey Investments, Inc
INCREASED
Shares6,405 from 6,205
Change+200 (+3%)
Value$1.2M (+$11.8K)
Filed 2026-10-29
First County Bank
INCREASED
Shares6,397 from 6,312
Change+85 (+1%)
Value$1.2M (-$10.0K)
Filed 2026-10-13
Boston Trust Walden Corp
INCREASED
Shares6,393 from 6,392
Change+1 (+0%)
Value$1.2M (-$25.9K)
Filed 2026-10-30
Benin Management Corp
UNCHANGED
Shares6,364 from 6,364
Change0 (0%)
Value$1.2M (-$26.0K)
Filed 2026-10-22
Gryphon Financial Partners LLC
DECREASED
Shares6,357 from 6,404
Change-47 (-1%)
Value$1.2M (-$34.9K)
Filed 2026-11-04
Pines Wealth Management, LLC
INCREASED
Shares6,346 from 6,249
Change+97 (+2%)
Value$1.2M (-$7.4K)
Filed 2026-10-21
Victrix Investment Advisors
INCREASED
Shares6,328 from 6,185
Change+143 (+2%)
Value$1.2M (+$1.3K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares6,315 from 5,282
Change+1,033 (+20%)
Value$1.2M (+$170.2K)
Filed 2026-10-15
EdgeRock Capital LLC
DECREASED
Shares6,314 from 7,499
Change-1,185 (-16%)
Value$1.2M (-$250.5K)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED
Shares6,312 from 6,347
Change-35 (-1%)
Value$1.2M (-$32.1K)
Filed 2026-10-30
Lewis Asset Management, LLC
DECREASED
Shares6,310 from 6,332
Change-22 (0%)
Value$1.2M (-$29.8K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
INCREASED
Shares6,288 from 2,453
Change+3,835 (+156%)
Value$1.2M (+$703.9K)
Filed 2026-10-13
Perpetual Ltd
INCREASED
Shares6,247 from 5,565
Change+682 (+12%)
Value$1.2M (+$103.9K)
Filed 2026-10-13
Fulton Breakefield Broenniman LLC
DECREASED
Shares6,242 from 6,714
Change-472 (-7%)
Value$1.2M (-$115.0K)
Filed 2026-11-03
Heritage Family Offices, LLP
DECREASED
Shares6,231 from 8,009
Change-1,778 (-22%)
Value$1.2M (-$362.8K)
Filed 2026-11-02
Sierra Summit Advisors LLC
INCREASED
Shares6,225 from 6,069
Change+156 (+3%)
Value$1.2M (+$4.2K)
Filed 2026-10-28
NBH Bank
INCREASED
Shares6,183 from 5,835
Change+348 (+6%)
Value$1.1M (+$40.8K)
Filed 2026-11-05
Union Savings Bank
DECREASED
Shares6,158 from 6,241
Change-83 (-1%)
Value$1.1M (-$40.9K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares6,141 from 5,809
Change+332 (+6%)
Value$1.2M (-$45.3K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares6,140 from 6,140
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
R Squared Ltd
DECREASED
Shares6,132 from 6,661
Change-529 (-8%)
Value$1.1M (-$125.4K)
Filed 2026-11-06
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares6,116 from 6,116
Change0 (0%)
Value$1.1M (-$25.0K)
Filed 2026-10-20
Adelphi Trust Co
INCREASED
Shares6,093 from 6,059
Change+34 (+1%)
Value$1.1M (-$18.4K)
Filed 2026-10-05
Diversified Enterprises, LLC
INCREASED
Shares6,086 from 4,278
Change+1,808 (+42%)
Value$1.1M (+$318.2K)
Filed 2026-10-19
KOM Wealth Management Group, LLC
INCREASED
Shares6,075 from 6,074
Change+1 (+0%)
Value$1.1M (-$24.5K)
Filed 2026-10-15
Verum Partners LLC
DECREASED
Shares6,048 from 6,252
Change-204 (-3%)
Value$1.1M (-$63.4K)
Filed 2026-10-21
Childress Capital Advisors, LLC
DECREASED
Shares6,029 from 6,149
Change-120 (-2%)
Value$1.1M (-$47.4K)
Filed 2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED
Shares6,024 from 5,260
Change+764 (+15%)
Value$1.1M (+$128.1K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
DECREASED
Shares6,009 from 6,203
Change-194 (-3%)
Value$1.1M (-$61.3K)
Filed 2026-10-21
TriaGen Wealth Management LLC
UNCHANGED
Shares6,009 from 6,009
Change0 (0%)
Value$1.1M (-$24.5K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,997 from 4,842
Change+1,155 (+24%)
Value$1.1M (+$194.7K)
Filed 2026-10-14
Schear Investment Advisers, LLC
DECREASED
Shares5,997 from 6,012
Change-15 (0%)
Value$1.1M (-$27.3K)
Filed 2026-10-14
Achmea Investment Management B.V.
NEW
Shares5,993
Change+5,993
Value$1.1M
Filed 2026-10-30
EPG Wealth Management LLC
INCREASED
Shares5,973 from 5,763
Change+210 (+4%)
Value$1.1M (+$15.6K)
Filed 2026-11-03
Sheets Smith Wealth Management
UNCHANGED
Shares5,965 from 5,965
Change0 (0%)
Value$1.1M (-$24.3K)
Filed 2026-10-16
Capital City Trust Co
INCREASED
Shares5,960 from 5,950
Change+10 (+0%)
Value$1.1M (-$22.4K)
Filed 2026-10-22
Jackson Square Capital, LLC
INCREASED
Shares5,910 from 5,691
Change+219 (+4%)
Value$1.1M (+$17.4K)
Filed 2026-10-19
First Bancorp, Inc
DECREASED
Shares5,910 from 6,077
Change-167 (-3%)
Value$1.1M (-$55.8K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED
Shares5,907 from 6,411
Change-504 (-8%)
Value$1.1M (-$119.6K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares5,907 from 6,018
Change-111 (-2%)
Value$1.1M (-$45.2K)
Filed 2026-10-22
Prudent Man Advisors, LLC
DECREASED
Shares5,900 from 6,125
Change-225 (-4%)
Value$1.1M (-$66.8K)
Filed 2026-11-03
Stillwater Wealth Management Group
DECREASED
Shares5,876 from 13,630
Change-7,754 (-57%)
Value$1.1M (-$1.5M)
Filed 2026-10-21
Bedel Financial Consulting, Inc.
DECREASED
Shares5,865 from 6,466
Change-601 (-9%)
Value$1.1M (-$138.0K)
Filed 2026-11-06
Eclectic Associates Inc
INCREASED
Shares5,859 from 5,774
Change+85 (+1%)
Value$1.1M (-$7.8K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
DECREASED
Shares5,810 from 5,826
Change-16 (0%)
Value$1.1M (-$26.6K)
Filed 2026-10-23
Cane Capital Partners, LLC
DECREASED
Shares5,808 from 5,882
Change-74 (-1%)
Value$1.1M (-$37.7K)
Filed 2026-10-23
Secure Asset Management, LLC
INCREASED
Shares5,803 from 5,463
Change+340 (+6%)
Value$1.1M (+$40.9K)
Filed 2026-10-19
CRA Financial Services, LLC
INCREASED
Shares5,771 from 5,640
Change+131 (+2%)
Value$1.1M (+$1.2K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
INCREASED
Shares5,765 from 5,750
Change+15 (+0%)
Value$1.1M (-$20.4K)
Filed 2026-10-22
Fourpath Capital Management, LLC
DECREASED
Shares5,758 from 6,097
Change-339 (-6%)
Value$1.1M (-$87.8K)
Filed 2026-10-19
Montchanin Asset Management, LLC
UNCHANGED
Shares5,758 from 5,758
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-02
Insight Wealth Partners, LLC
NEW
Shares5,756
Change+5,756
Value$1.1M
Filed 2026-10-26
Wedgewood Investors Inc
DECREASED
Shares5,731 from 5,756
Change-25 (0%)
Value$1.1M (-$28.1K)
Filed 2026-10-28
Marin Bay Wealth Advisors, LLC
INCREASED
Shares5,710 from 5,704
Change+6 (+0%)
Value$1.1M (-$22.2K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares5,698 from 5,718
Change-20 (0%)
Value$1.1M (-$21.9K)
Filed 2026-11-03
MQS Management LLC
INCREASED
Shares5,690 from 1,967
Change+3,723 (+189%)
Value$1.1M (+$683.1K)
Filed 2026-11-06
Persium Advisors, LLC
INCREASED
Shares5,662 from 5,432
Change+230 (+4%)
Value$1.1M (+$20.5K)
Filed 2026-10-07
Lmcg Investments, LLC
DECREASED
Shares5,661 from 6,769
Change-1,108 (-16%)
Value$1.1M (-$233.3K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares5,660 from 5,259
Change+401 (+8%)
Value$1.1M (+$53.0K)
Filed 2026-10-15
Uhlmann Price Securities, LLC
INCREASED
Shares5,644 from 4,625
Change+1,019 (+22%)
Value$1.0M (+$170.3K)
Filed 2026-11-03
Key FInancial Inc
INCREASED
Shares5,618 from 5,475
Change+143 (+3%)
Value$1.0M (+$4.2K)
Filed 2026-11-02
TigerOak Management, L.L.C.
INCREASED
Shares5,600 from 5,461
Change+139 (+3%)
Value$1.0M (+$3.5K)
Filed 2026-10-23
Solidarity Wealth, LLC
DECREASED
Shares5,592 from 5,663
Change-71 (-1%)
Value$1.0M (-$36.3K)
Filed 2026-10-15
Hohimer Wealth Management, LLC
INCREASED
Shares5,590 from 5,529
Change+61 (+1%)
Value$1.0M (-$11.3K)
Filed 2026-11-04
BCV Asset Management Inc.
DECREASED
Shares5,575 from 5,615
Change-40 (-1%)
Value$1.0M (-$14.8K)
Filed 2026-11-06
Focused Alpha, LLC
INCREASED
Shares5,553 from 3,477
Change+2,076 (+60%)
Value$1.0M (+$371.3K)
Filed 2026-10-20
Sentinel Trust Co LBA
DECREASED
Shares5,552 from 5,555
Change-3 (0%)
Value$1.0K (-$23)
Filed 2026-11-03
WealthTrust Asset Management, LLC
DECREASED
Shares5,523 from 5,657
Change-134 (-2%)
Value$1.0M (-$48.0K)
Filed 2026-10-22
Burford Brothers, Inc.
INCREASED
Shares5,518 from 5,480
Change+38 (+1%)
Value$1.0M (-$15.3K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
DECREASED
Shares5,513 from 5,547
Change-34 (-1%)
Value$1.0M (-$28.8K)
Filed 2026-10-29
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares5,496 from 5,496
Change0 (0%)
Value$1.0M (-$22.4K)
Filed 2026-10-27
Verus Capital Partners, LLC
DECREASED
Shares5,487 from 5,599
Change-112 (-2%)
Value$1.0M (-$43.6K)
Filed 2026-11-03
Appleton Partners Inc
DECREASED
Shares5,478 from 5,493
Change-15 (0%)
Value$1.0K (-$1.0M)
Filed 2026-10-30
Marathon Capital Management
DECREASED
Shares5,475 from 5,478
Change-3 (0%)
Value$1.0M (-$22.8K)
Filed 2026-10-23
Oakworth Capital, Inc.
INCREASED
Shares5,445 from 5,399
Change+46 (+1%)
Value$1.0M (-$14.0K)
Filed 2026-10-26
ANB Bank
DECREASED
Shares5,439 from 5,867
Change-428 (-7%)
Value$1.0M (-$103.4K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
INCREASED
Shares5,433 from 5,226
Change+207 (+4%)
Value$1.0M (+$17.1K)
Filed 2026-10-16
Candriam S.C.A.
UNCHANGED
Shares5,426 from 5,426
Change0 (0%)
Value$1.0M (-$17.5K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,425 from 5,425
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-13
Rinkey Investments
UNCHANGED
Shares5,415 from 5,415
Change0 (0%)
Value$1.0M (-$22.1K)
Filed 2026-10-28
Golden Reserve Retirement LLC
INCREASED
Shares5,414 from 4,020
Change+1,394 (+35%)
Value$1.0M (+$242.3K)
Filed 2026-11-02
PFC Capital Group, Inc.
UNCHANGED
Shares5,406 from 5,406
Change0 (0%)
Value$1.0M (-$21.4K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,398 from 6,172
Change-774 (-13%)
Value$1.0M (-$168.9K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,391 from 5,937
Change-546 (-9%)
Value$1.0M (-$125.6K)
Filed 2026-11-04
TrustBank
DECREASED
Shares5,390 from 5,431
Change-41 (-1%)
Value$1.0M (-$29.8K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
UNCHANGED
Shares5,379 from 5,379
Change0 (0%)
Value$998.6K (-$21.9K)
Filed 2026-10-16
Woodward Diversified Capital, LLC
INCREASED
Shares5,364 from 5,272
Change+92 (+2%)
Value$995.7K (-$4.6K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
DECREASED
Shares5,337 from 5,591
Change-254 (-5%)
Value$990.8K (-$70.0K)
Filed 2026-10-09
Stableford Capital II LLC
INCREASED
Shares5,317 from 5,239
Change+78 (+1%)
Value$987.1K (-$6.9K)
Filed 2026-10-09
Meadow Creek Wealth Advisors LLC
INCREASED
Shares5,315 from 4,860
Change+455 (+9%)
Value$986.7K (+$64.6K)
Filed 2026-11-02
Twelve Points Wealth Management LLC
DECREASED
Shares5,307 from 6,027
Change-720 (-12%)
Value$1.1M (-$83.2K)
Filed 2026-11-03
Total Wealth Planning & Management, Inc.
INCREASED
Shares5,251 from 5,065
Change+186 (+4%)
Value$974.8K (+$13.9K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
UNCHANGED
Shares5,242 from 5,242
Change0 (0%)
Value$973.2K (-$21.4K)
Filed 2026-10-28
CPA Asset Management Group, LLC
INCREASED
Shares5,235 from 5,218
Change+17 (+0%)
Value$971.9K (-$18.1K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
DECREASED
Shares5,231 from 5,315
Change-84 (-2%)
Value$971.1K (-$37.4K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
INCREASED
Shares5,228 from 4,180
Change+1,048 (+25%)
Value$970.6K (+$177.5K)
Filed 2026-11-03
Obsidian CIO, LLC
INCREASED
Shares5,215 from 4,799
Change+416 (+9%)
Value$968.1K (+$57.6K)
Filed 2026-11-05
Nfsg Corp
DECREASED
Shares5,204 from 5,521
Change-317 (-6%)
Value$966.2K (-$81.4K)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares5,203 from 5,088
Change+115 (+2%)
Value$966.0K (+$619)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares5,187 from 6,803
Change-1,616 (-24%)
Value$963.0K (-$327.8K)
Filed 2026-10-22
Trust Co of Oklahoma
DECREASED
Shares5,186 from 5,278
Change-92 (-2%)
Value$962.8K (-$38.6K)
Filed 2026-10-15
Greatmark Investment Partners, Inc.
DECREASED
Shares5,177 from 5,227
Change-50 (-1%)
Value$961.1K (-$30.6K)
Filed 2026-10-28
Raiffeisen Bank International AG
NEW
Shares5,159
Change+5,159
Value$964.4K
Filed 2026-10-28
E&G Advisors, LLC
DECREASED
Shares5,147 from 5,247
Change-100 (-2%)
Value$955.5K (-$40.0K)
Filed 2026-10-13
Garner Asset Management Corp
DECREASED
Shares5,146 from 5,203
Change-57 (-1%)
Value$1.0M (+$29.0K)
Filed 2026-10-30
WealthCare Investment Partners, LLC
DECREASED
Shares5,130 from 5,142
Change-12 (0%)
Value$952.4K (-$23.2K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
DECREASED
Shares5,118 from 7,075
Change-1,957 (-28%)
Value$950.1K (-$392.3K)
Filed 2026-10-23
Madrona Financial Services, LLC
INCREASED
Shares5,094 from 4,943
Change+151 (+3%)
Value$945.6K (+$7.7K)
Filed 2026-10-23
Arcataur Capital Management LLC
UNCHANGED
Shares5,092 from 5,092
Change0 (0%)
Value$945.3K (-$20.8K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
INCREASED
Shares5,089 from 4,672
Change+417 (+9%)
Value$944.8K (+$58.3K)
Filed 2026-10-19
Wealth Intelligence, LLC
INCREASED
Shares5,088 from 4,817
Change+271 (+6%)
Value$944.6K (+$30.7K)
Filed 2026-10-16
Carter Financial Group, Inc.
INCREASED
Shares5,088 from 4,951
Change+137 (+3%)
Value$944.6K (+$5.3K)
Filed 2026-10-21
Vertrix Wealth Management, LLC
DECREASED
Shares5,084 from 5,359
Change-275 (-5%)
Value$943.8K (-$72.9K)
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares5,081 from 5,088
Change-7 (0%)
Value$943.4K (-$22.0K)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares5,077 from 4,809
Change+268 (+6%)
Value$942.6K (-$99.4K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares5,072 from 5,052
Change+20 (+0%)
Value$941.6K (-$16.9K)
Filed 2026-10-09
Evansbrook LLC
UNCHANGED
Shares5,068 from 5,068
Change0 (0%)
Value$940.9K (-$20.7K)
Filed 2026-10-16
Oak Grove Capital LLC
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$932.9K (-$20.5K)
Filed 2026-10-09
Trinity Financial Advisors LLC
UNCHANGED
Shares5,021 from 5,021
Change0 (0%)
Value$932.1K (-$20.5K)
Filed 2026-10-09
KRS Capital Management, LLC
DECREASED
Shares5,014 from 5,035
Change-21 (0%)
Value$930.8K (-$24.4K)
Filed 2026-10-16
BankPlus Wealth Management LLC
INCREASED
Shares4,976 from 4,935
Change+41 (+1%)
Value$924.3K (-$12.4K)
Filed 2026-10-13
First Growth Capital LLC
UNCHANGED
Shares4,963 from 4,963
Change0 (0%)
Value$921.4K (-$20.2K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
INCREASED
Shares4,934 from 4,718
Change+216 (+5%)
Value$916.0K (+$20.9K)
Filed 2026-10-21
Hudock, Inc.
DECREASED
Shares4,929 from 5,346
Change-417 (-8%)
Value$915.2K (-$99.3K)
Filed 2026-10-14
Hardy Reed LLC
INCREASED
Shares4,924 from 4,796
Change+128 (+3%)
Value$914.2K (+$4.2K)
Filed 2026-11-06
V-Square Quantitative Management LLC
INCREASED
Shares4,909 from 4,614
Change+295 (+6%)
Value$911.4K (+$35.9K)
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares4,900 from 5,080
Change-180 (-4%)
Value$909.7K (-$54.1K)
Filed 2026-10-22
Wolff Financial Management LLC
DECREASED
Shares4,898 from 4,937
Change-39 (-1%)
Value$909.3K (-$27.4K)
Filed 2026-10-23
Clearstead Trust, LLC
INCREASED
Shares4,893 from 4,808
Change+85 (+2%)
Value$908.4K (-$3.8K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares4,888 from 2,812
Change+2,076 (+74%)
Value$907.5K (+$373.9K)
Filed 2026-10-26
Cambiar Investors LLC
DECREASED
Shares4,888 from 5,016
Change-128 (-3%)
Value$907.5K (-$44.2K)
Filed 2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$906.9K (-$19.9K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares4,879 from 7,650
Change-2,771 (-36%)
Value$905.8K (-$545.6K)
Filed 2026-11-05
Pavion Blue Capital, LLC
UNCHANGED
Shares4,879 from 4,879
Change0 (0%)
Value$905.8K (-$114.8K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares4,873 from 5,137
Change-264 (-5%)
Value$904.7K (-$70.0K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares4,869 from 4,736
Change+133 (+3%)
Value$903.9K (+$5.3K)
Filed 2026-10-07
Galvin, Gaustad & Stein, LLC
DECREASED
Shares4,850 from 4,931
Change-81 (-2%)
Value$900.4K (-$35.1K)
Filed 2026-10-08
Victory Financial Group, LLC
INCREASED
Shares4,848 from 3,850
Change+998 (+26%)
Value$900.1K (+$169.6K)
Filed 2026-10-27
Olistico Wealth, LLC
UNCHANGED
Shares4,848 from 4,848
Change0 (0%)
Value$900.0K (-$19.8K)
Filed 2026-10-05
Three Bridge Wealth Advisors, LLC
DECREASED
Shares4,828 from 5,002
Change-174 (-3%)
Value$896.3K (-$52.7K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
DECREASED
Shares4,802 from 6,541
Change-1,739 (-27%)
Value$891.6K (-$349.4K)
Filed 2026-10-26
Financial Planning Hawaii, Inc.
DECREASED
Shares4,768 from 5,143
Change-375 (-7%)
Value$885.2K (-$90.6K)
Filed 2026-10-13
Asset Planning,Inc
INCREASED
Shares4,750 from 4,738
Change+12 (+0%)
Value$881.8K (-$17.0K)
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares4,746 from 4,799
Change-53 (-1%)
Value$881.1K (-$29.4K)
Filed 2026-10-15
Catalyst Investment Management LLC
UNCHANGED
Shares4,743 from 4,743
Change0 (0%)
Value$880.6K (-$19.3K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$878.1K (-$19.3K)
Filed 2026-10-20
Yankcom Partnership
INCREASED
Shares4,725 from 4,710
Change+15 (+0%)
Value$877.2K (-$16.4K)
Filed 2026-10-15
Zullo Investment Group, Inc.
INCREASED
Shares4,721 from 4,714
Change+7 (+0%)
Value$876.5K (-$17.9K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares4,708 from 1,710
Change+2,998 (+175%)
Value$874.0K (+$549.6K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
DECREASED
Shares4,700 from 4,802
Change-102 (-2%)
Value$872.6K (-$38.5K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
INCREASED
Shares4,699 from 4,698
Change+1 (+0%)
Value$872.4K (-$18.9K)
Filed 2026-10-14
Acima Private Wealth, LLC
UNCHANGED
Shares4,694 from 4,694
Change0 (0%)
Value$871.4K (-$19.2K)
Filed 2026-10-05
Lazari Capital Management, Inc.
DECREASED
Shares4,685 from 4,699
Change-14 (0%)
Value$869.7K (-$21.9K)
Filed 2026-10-20
One Way Holdings LLC
DECREASED
Shares4,676 from 4,940
Change-264 (-5%)
Value$868.1K (-$69.2K)
Filed 2026-10-29
Atala Financial Inc
UNCHANGED
Shares4,671 from 4,671
Change0 (0%)
Value$867.2K (-$19.1K)
Filed 2026-10-22
Swiss RE LTD
INCREASED
Shares4,670 from 2,841
Change+1,829 (+64%)
Value$867.0K (+$328.0K)
Filed 2026-11-06
Founders Capital Management, LLC
DECREASED
Shares4,662 from 7,926
Change-3,264 (-41%)
Value$865.5K (-$638.3K)
Filed 2026-10-23
Gray Private Wealth, LLC
INCREASED
Shares4,656 from 1,374
Change+3,282 (+239%)
Value$864.4K (+$603.7K)
Filed 2026-10-28
Biltmore Family Office, LLC
DECREASED
Shares4,636 from 5,482
Change-846 (-15%)
Value$860.7K (-$179.3K)
Filed 2026-11-03
Schuylkill Financial LLC
INCREASED
Shares4,607 from 4,428
Change+179 (+4%)
Value$855.3K (+$15.2K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares4,591 from 4,144
Change+447 (+11%)
Value$856.9K (+$22.5K)
Filed 2026-10-13
Canandaigua National Trust Co of Florida
NEW
Shares4,582
Change+4,582
Value$850.6K
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares4,580 from 2,199
Change+2,381 (+108%)
Value$850.4K (+$433.2K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares4,580 from 4,692
Change-112 (-2%)
Value$850.3K (-$39.9K)
Filed 2026-10-29
Cromwell Holdings LLC
UNCHANGED
Shares4,579 from 4,579
Change0 (0%)
Value$850.1K (-$18.7K)
Filed 2026-10-28
Center For Asset Management LLC
INCREASED
Shares4,574 from 4,179
Change+395 (+9%)
Value$849.2K (+$56.4K)
Filed 2026-10-16
Cannon Financial Strategists, Inc.
UNCHANGED
Shares4,566 from 4,566
Change0 (0%)
Value$847.7K (-$18.6K)
Filed 2026-10-19
Morton Capital Management LLC
DECREASED
Shares4,556 from 4,613
Change-57 (-1%)
Value$845.9K (-$29.3K)
Filed 2026-10-23
Center for Financial Planning, Inc.
INCREASED
Shares4,554 from 3,291
Change+1,263 (+38%)
Value$845.5K (+$221.0K)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares4,537 from 4,779
Change-242 (-5%)
Value$842.4K (-$64.3K)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares4,519 from 4,519
Change0 (0%)
Value$902.9K (+$45.5K)
Filed 2026-11-04
May Hill Capital, LLC
DECREASED
Shares4,512 from 4,521
Change-9 (0%)
Value$837.6K (-$20.1K)
Filed 2026-11-03
Tannin Capital LLC
DECREASED
Shares4,498 from 6,048
Change-1,550 (-26%)
Value$835.1K (-$312.4K)
Filed 2026-11-05
Thrive Wealth Management, LLC
INCREASED
Shares4,488 from 4,411
Change+77 (+2%)
Value$833.1K (-$3.8K)
Filed 2026-10-13
BKM Wealth Management, LLC
DECREASED
Shares4,480 from 4,500
Change-20 (0%)
Value$831.7K (-$22.1K)
Filed 2026-10-22
Ifrah Financial Services, Inc.
DECREASED
Shares4,477 from 4,552
Change-75 (-2%)
Value$831.2K (-$32.4K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares4,471 from 4,199
Change+272 (+6%)
Value$830.0K (+$33.2K)
Filed 2026-10-21
Titleist Asset Management, LLC
INCREASED
Shares4,471 from 4,457
Change+14 (+0%)
Value$830.0K (-$15.3K)
Filed 2026-10-08
Edgemoor Investment Advisors, Inc.
INCREASED
Shares4,460 from 4,451
Change+9 (+0%)
Value$828.0K (-$16.5K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,450 from 4,367
Change+83 (+2%)
Value$826.1K (-$2.6K)
Filed 2026-10-14
Argyle Capital Partners, LLC
INCREASED
Shares4,446 from 4,420
Change+26 (+1%)
Value$825.5K (-$13.1K)
Filed 2026-10-23
CFM Wealth Partners LLC
NEW
Shares4,445
Change+4,445
Value$825.2K
Filed 2026-11-05
Kestra Investment Management, LLC
INCREASED
Shares4,443 from 4,338
Change+105 (+2%)
Value$824.8K (+$1.7K)
Filed 2026-11-04
Emerald Advisors, LLC
DECREASED
Shares4,434 from 4,754
Change-320 (-7%)
Value$823.2K (-$78.8K)
Filed 2026-10-13
Tributary Capital Management, LLC
UNCHANGED
Shares4,411 from 4,411
Change0 (0%)
Value$818.9K (-$18.0K)
Filed 2026-10-28
Keystone Wealth Services, LLC
INCREASED
Shares4,410 from 3,819
Change+591 (+15%)
Value$824.3K (+$99.8K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares4,395 from 4,568
Change-173 (-4%)
Value$815.9K (-$50.8K)
Filed 2026-10-09
Allen Capital Group, LLC
INCREASED
Shares4,377 from 4,267
Change+110 (+3%)
Value$812.6K (+$3.0K)
Filed 2026-10-27
Cove Private Wealth, LLC
INCREASED
Shares4,374 from 4,369
Change+5 (+0%)
Value$812.0K (-$16.9K)
Filed 2026-10-28
Sunburst Financial Group, LLC
DECREASED
Shares4,357 from 4,358
Change-1 (0%)
Value$808.8K (-$17.9K)
Filed 2026-10-09
AGF Management LTD
DECREASED
Shares4,355 from 29,561
Change-25,206 (-85%)
Value$808.5K (-$4.8M)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares4,353 from 4,140
Change+213 (+5%)
Value$808.1K (+$22.6K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares4,345 from 4,266
Change+79 (+2%)
Value$806.7K (-$2.7K)
Filed 2026-10-19
Riggs Asset Managment Co. Inc.
INCREASED
Shares4,340 from 1,340
Change+3,000 (+224%)
Value$805.7K (+$551.5K)
Filed 2026-11-05
Crescent Sterling, Ltd.
NEW
Shares4,337
Change+4,337
Value$805.2K
Filed 2026-10-16
Boyd Watterson Asset Management LLC
DECREASED
Shares4,331 from 4,410
Change-79 (-2%)
Value$804.0K (-$32.7K)
Filed 2026-11-06
Bingham Private Wealth, LLC
INCREASED
Shares4,330 from 4,175
Change+155 (+4%)
Value$803.9K (+$11.7K)
Filed 2026-11-05
Cache Advisors, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$803.9K (-$17.7K)
Filed 2026-10-16
Wealth Management Partners, LLC
UNCHANGED
Shares4,324 from 4,324
Change0 (0%)
Value$802.8K (-$17.6K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,311 from 4,328
Change-17 (0%)
Value$800.3K (-$20.9K)
Filed 2026-10-08
New Wave Wealth Advisors LLC
DECREASED
Shares4,302 from 4,344
Change-42 (-1%)
Value$787.4K (-$36.8K)
Filed 2026-10-19
Canton Hathaway, LLC
INCREASED
Shares4,278 from 278
Change+4,000 (+1439%)
Value$794.2K (+$741.5K)
Filed 2026-10-23
Forza Wealth Management, LLC
INCREASED
Shares4,267 from 3,727
Change+540 (+14%)
Value$792.2K (+$85.0K)
Filed 2026-10-20
SkyOak Wealth, LLC
UNCHANGED
Shares4,265 from 4,265
Change0 (0%)
Value$791.8K (-$17.4K)
Filed 2026-10-28
Shepherd Street Advisors LLC
INCREASED
Shares4,264 from 3,931
Change+333 (+8%)
Value$793.0K (+$22.9K)
Filed 2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares4,257 from 4,257
Change0 (0%)
Value$790.3K (-$17.4K)
Filed 2026-10-30
XXI Wealth, LLC
INCREASED
Shares4,246 from 3,738
Change+508 (+14%)
Value$788.3K (+$79.1K)
Filed 2026-10-22
Hara Capital LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$787.2K (-$17.3K)
Filed 2026-10-30
Montis Financial, LLC
INCREASED
Shares4,219 from 3,996
Change+223 (+6%)
Value$783.3K (+$25.2K)
Filed 2026-11-04
PUREfi Wealth, LLC
INCREASED
Shares4,218 from 2,237
Change+1,981 (+89%)
Value$783.1K (+$358.6K)
Filed 2026-10-19
Mattern Wealth Management LLC
DECREASED
Shares4,206 from 4,246
Change-40 (-1%)
Value$780.8K (-$24.8K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares4,200 from 5,734
Change-1,534 (-27%)
Value$779.8K (-$411.2K)
Filed 2026-10-30
Bullock Wealth Management Group
INCREASED
Shares4,194 from 4,117
Change+77 (+2%)
Value$776.0K (-$13.6K)
Filed 2026-10-09
Bernardo Wealth Planning LLC
INCREASED
Shares4,186 from 2,017
Change+2,169 (+108%)
Value$777.3K (+$394.5K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
INCREASED
Shares4,186 from 4,108
Change+78 (+2%)
Value$777.2K (-$2.2K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares4,181 from 5,152
Change-971 (-19%)
Value$776.1K (-$201.4K)
Filed 2026-10-15
Marino, Stram & Associates LLC
INCREASED
Shares4,173 from 4,156
Change+17 (+0%)
Value$774.8K (-$13.8K)
Filed 2026-10-22
Artemis Wealth Advisors, LLC
INCREASED
Shares4,166 from 4,165
Change+1 (+0%)
Value$773.5K (-$16.8K)
Filed 2026-11-05
Investmark Advisory Group LLC
INCREASED
Shares4,137 from 2,596
Change+1,541 (+59%)
Value$768.1K (+$275.6K)
Filed 2026-10-27
Cottage Street Advisors LLC
DECREASED
Shares4,135 from 4,208
Change-73 (-2%)
Value$767.6K (-$30.7K)
Filed 2026-10-19
Greg Jennings, LLC
NEW
Shares4,124
Change+4,124
Value$765.5K
Filed 2026-10-19
Income Insurance Ltd
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$762.3K (-$16.8K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares4,105 from 4,088
Change+17 (+0%)
Value$762.1K (-$13.5K)
Filed 2026-10-15
Paladin Wealth, LLC
NEW
Shares4,100
Change+4,100
Value$761.2K
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares4,100 from 3,656
Change+444 (+12%)
Value$761.2K (+$67.5K)
Filed 2026-10-28
Strategic Advisors LLC
DECREASED
Shares4,099 from 4,337
Change-238 (-5%)
Value$760.9K (-$61.9K)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares4,075 from 3,954
Change+121 (+3%)
Value$756.4K (+$6.3K)
Filed 2026-10-27
Tred Avon Family Wealth, LLC
DECREASED
Shares4,062 from 4,119
Change-57 (-1%)
Value$754.1K (-$27.4K)
Filed 2026-10-20
Investment House LLC
DECREASED
Shares4,040 from 5,365
Change-1,325 (-25%)
Value$750.0K (-$267.9K)
Filed 2026-10-21
Spurstone Advisory Services, LLC
UNCHANGED
Shares4,038 from 4,038
Change0 (0%)
Value$747.1K (-$27.3K)
Filed 2026-11-02
Community Financial Services Group, LLC
INCREASED
Shares4,037 from 3,790
Change+247 (+7%)
Value$746.9K (+$20.0K)
Filed 2026-10-15
Private Client Services, LLC
DECREASED
Shares4,027 from 4,245
Change-218 (-5%)
Value$747.5K (-$57.8K)
Filed 2026-10-02
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares4,022 from 4,280
Change-258 (-6%)
Value$746.8K (-$65.3K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares4,020 from 3,900
Change+120 (+3%)
Value$746.4K (+$6.4K)
Filed 2026-10-22
Opal Wealth Advisors, LLC
INCREASED
Shares4,012 from 3,210
Change+802 (+25%)
Value$744.8K (+$135.8K)
Filed 2026-10-16
General Partner, Inc.
DECREASED
Shares4,005 from 4,405
Change-400 (-9%)
Value$743.5K (-$92.2K)
Filed 2026-10-05
Womack Financial LLC
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$743.0K (-$16.3K)
Filed 2026-10-14
Parkside Investments, LLC
NEW
Shares4,000
Change+4,000
Value$742.6K
Filed 2026-10-20
Jmac Enterprises LLC
DECREASED
Shares4,000 from 4,011
Change-11 (0%)
Value$742.6K (-$18.4K)
Filed 2026-10-30
SBK Financial, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$742.6K (-$16.3K)
Filed 2026-11-02
Ibex Wealth Advisors
INCREASED
Shares3,999 from 2,847
Change+1,152 (+40%)
Value$742.4K (+$202.3K)
Filed 2026-11-06
Cravens & Co Advisors, LLC
INCREASED
Shares3,996 from 3,866
Change+130 (+3%)
Value$741.9K (+$8.4K)
Filed 2026-10-16
Great Diamond Partners, LLC
INCREASED
Shares3,995 from 3,556
Change+439 (+12%)
Value$741.7K (+$67.0K)
Filed 2026-10-13
Tompkins Financial Corp
DECREASED
Shares3,989 from 4,019
Change-30 (-1%)
Value$740.6K (-$22.0K)
Filed 2026-10-05
Frontier Asset Management, LLC
DECREASED
Shares3,982 from 8,987
Change-5,005 (-56%)
Value$739.3K (-$965.9K)
Filed 2026-10-28
Greenspring Advisors, LLC
DECREASED
Shares3,980 from 4,064
Change-84 (-2%)
Value$738.9K (-$32.2K)
Filed 2026-11-05
Wealth Quarterback LLC
INCREASED
Shares3,975 from 3,940
Change+35 (+1%)
Value$737.9K (-$9.7K)
Filed 2026-10-20
Optima Capital LLC
DECREASED
Shares3,971 from 4,020
Change-49 (-1%)
Value$737.3K (-$25.5K)
Filed 2026-10-29
Uptick Partners, LLC
INCREASED
Shares3,969 from 3,850
Change+119 (+3%)
Value$736.8K (+$6.3K)
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares3,968 from 3,841
Change+127 (+3%)
Value$736.7K (+$7.9K)
Filed 2026-10-20
AGH Wealth Advisors, LLC
DECREASED
Shares3,954 from 4,080
Change-126 (-3%)
Value$734.1K (-$40.0K)
Filed 2026-10-26
Wealth Effects LLC
INCREASED
Shares3,917 from 3,900
Change+17 (+0%)
Value$727.2K (-$12.8K)
Filed 2026-10-23
LSV Asset Management
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$724 (-$739.3K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares3,899 from 3,824
Change+75 (+2%)
Value$723.8K (-$1.7K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
DECREASED
Shares3,897 from 4,356
Change-459 (-11%)
Value$723.5K (-$102.9K)
Filed 2026-10-23
RW Investment Management LLC
INCREASED
Shares3,895 from 3,686
Change+209 (+6%)
Value$723.1K (+$23.8K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares3,894 from 3,769
Change+125 (+3%)
Value$722.9K (+$7.7K)
Filed 2026-10-29
Tranquility Partners, LLC
INCREASED
Shares3,884 from 3,859
Change+25 (+1%)
Value$721.1K (-$11.1K)
Filed 2026-10-20
Jm2 Capital Inc.
DECREASED
Shares3,880 from 3,954
Change-74 (-2%)
Value$720.3K (-$29.9K)
Filed 2026-10-14
Alpine Bank Wealth Management
INCREASED
Shares3,879 from 3,660
Change+219 (+6%)
Value$720.1K (+$25.7K)
Filed 2026-10-16
Family Capital Management, Inc.
DECREASED
Shares3,874 from 3,934
Change-60 (-2%)
Value$719.2K (-$27.2K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares3,871 from 4,047
Change-176 (-4%)
Value$718.6K (-$49.2K)
Filed 2026-10-15
Plancorp, LLC
INCREASED
Shares3,868 from 3,121
Change+747 (+24%)
Value$772.7K (+$159.8K)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED
Shares3,855 from 3,311
Change+544 (+16%)
Value$740.7K (+$100.4K)
Filed 2026-10-21
SL Advisors, LLC
DECREASED
Shares3,855 from 4,016
Change-161 (-4%)
Value$715.7K (-$46.3K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares3,846 from 3,214
Change+632 (+20%)
Value$713.9K (+$104.2K)
Filed 2026-10-15
Elevatus Welath Management
INCREASED
Shares3,842 from 3,372
Change+470 (+14%)
Value$713.4K (+$73.6K)
Filed 2026-10-19
Iams Wealth Management, LLC
DECREASED
Shares3,839 from 3,865
Change-26 (-1%)
Value$713.0K (-$20.6K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
INCREASED
Shares3,829 from 2,171
Change+1,658 (+76%)
Value$710.9K (+$302.0K)
Filed 2026-10-26
Lantz Financial LLC
INCREASED
Shares3,810 from 3,747
Change+63 (+2%)
Value$707.3K (-$3.6K)
Filed 2026-10-15
First Citizens Financial Corp
INCREASED
Shares3,809 from 3,531
Change+278 (+8%)
Value$707.1K (+$37.2K)
Filed 2026-10-02
Stordahl Capital Management, Inc.
UNCHANGED
Shares3,809 from 3,809
Change0 (0%)
Value$707.1K (-$15.5K)
Filed 2026-10-22
RS Crum Inc.
UNCHANGED
Shares3,803 from 3,803
Change0 (0%)
Value$706.0K (-$15.5K)
Filed 2026-10-19
Fortitude Family Office, LLC
INCREASED
Shares3,800 from 3,786
Change+14 (+0%)
Value$705.5K (-$12.8K)
Filed 2026-10-14
bLong Financial, LLC
UNCHANGED
Shares3,794 from 3,794
Change0 (0%)
Value$704.4K (-$15.5K)
Filed 2026-10-29
Silver Lake Advisory, LLC
INCREASED
Shares3,788 from 3,775
Change+13 (+0%)
Value$703.2K (-$13.0K)
Filed 2026-10-22
Todd Asset Management LLC
UNCHANGED
Shares3,785 from 3,785
Change0 (0%)
Value$702.7K (-$15.4K)
Filed 2026-10-27
Rasp Wealth Solutions, LLC
INCREASED
Shares3,774 from 3,319
Change+455 (+14%)
Value$700.6K (+$70.9K)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares3,766 from 2,977
Change+789 (+27%)
Value$707.3K (+$142.1K)
Filed 2026-10-14
Cowa, LLC
UNCHANGED
Shares3,763 from 3,763
Change0 (0%)
Value$698.6K (-$15.4K)
Filed 2026-10-30
WMS Group LLC
DECREASED
Shares3,752 from 3,813
Change-61 (-2%)
Value$696.6K (-$26.9K)
Filed 2026-11-06
First Financial Corp
UNCHANGED
Shares3,744 from 3,744
Change0 (0%)
Value$695.1K (-$15.3K)
Filed 2026-10-13
Pinkerton Wealth, LLC
DECREASED
Shares3,741 from 4,403
Change-662 (-15%)
Value$694.5K (-$154.9K)
Filed 2026-10-29
Vicus Capital
DECREASED
Shares3,736 from 3,884
Change-148 (-4%)
Value$693.5K (-$43.3K)
Filed 2026-11-05
Enclave Advisors LLC
DECREASED
Shares3,729 from 6,495
Change-2,766 (-43%)
Value$692.3K (-$540.0K)
Filed 2026-10-14
RMR Wealth Builders
DECREASED
Shares3,716 from 3,824
Change-108 (-3%)
Value$689.8K (-$35.7K)
Filed 2026-10-22
Alessandra Capital Management, LLC
DECREASED
Shares3,712 from 4,002
Change-290 (-7%)
Value$689.1K (-$70.2K)
Filed 2026-10-30
Tortuga Wealth Management, Inc
DECREASED
Shares3,706 from 3,861
Change-155 (-4%)
Value$688.1K (-$44.5K)
Filed 2026-10-27
Promethium Advisors,llc
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$686.9K (-$15.1K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,697 from 3,668
Change+29 (+1%)
Value$686.3K (-$9.6K)
Filed 2026-10-16
Heritage Investment Group, Inc.
DECREASED
Shares3,690 from 3,693
Change-3 (0%)
Value$685.0K (-$15.6K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares3,685 from 3,831
Change-146 (-4%)
Value$684.1K (-$42.7K)
Filed 2026-10-13
Hilltop National Bank
INCREASED
Shares3,679 from 2,967
Change+712 (+24%)
Value$683.0K (+$120.1K)
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares3,674 from 3,976
Change-302 (-8%)
Value$682.1K (-$72.3K)
Filed 2026-10-19
One Day In July LLC
INCREASED
Shares3,668 from 3,229
Change+439 (+14%)
Value$681.0K (+$68.3K)
Filed 2026-10-30
Verity Asset Management, Inc.
DECREASED
Shares3,660 from 3,759
Change-99 (-3%)
Value$679.6K (-$33.7K)
Filed 2026-10-30
Quaker Wealth Management, LLC
NEW
Shares3,655
Change+3,655
Value$678.6K
Filed 2026-10-22
Cahaba Wealth Management, Inc.
INCREASED
Shares3,653 from 3,555
Change+98 (+3%)
Value$678.2K (+$3.8K)
Filed 2026-10-26
Loudon Investment Management, LLC
UNCHANGED
Shares3,641 from 3,641
Change0 (0%)
Value$676.0K (-$14.9K)
Filed 2026-11-06
RKL Wealth Management LLC
INCREASED
Shares3,634 from 3,500
Change+134 (+4%)
Value$674.7K (+$10.6K)
Filed 2026-10-16
James J. Burns & Company, LLC
DECREASED
Shares3,630 from 3,830
Change-200 (-5%)
Value$673.9K (-$52.8K)
Filed 2026-10-22
Forum Financial Management, LP
DECREASED
Shares3,614 from 3,633
Change-19 (-1%)
Value$671.0K (-$18.4K)
Filed 2026-10-16
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares3,608 from 3,669
Change-61 (-2%)
Value$669.8K (-$26.3K)
Filed 2026-10-21
Bill Few Associates, Inc.
DECREASED
Shares3,603 from 3,675
Change-72 (-2%)
Value$668.9K (-$28.4K)
Filed 2026-10-09
Third View Private Wealth, LLC
DECREASED
Shares3,592 from 12,503
Change-8,911 (-71%)
Value$666.9K (-$1.7M)
Filed 2026-10-30
Traphagen Investment Advisors LLC
INCREASED
Shares3,577 from 3,538
Change+39 (+1%)
Value$664.1K (-$7.1K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,571 from 3,772
Change-201 (-5%)
Value$663.0K (-$52.7K)
Filed 2026-10-14
Uniting Wealth Partners, LLC
INCREASED
Shares3,564 from 3,460
Change+104 (+3%)
Value$661.7K (+$5.2K)
Filed 2026-11-06
BankChampaign, National Association
DECREASED
Shares3,563 from 3,977
Change-414 (-10%)
Value$661.5K (-$93.1K)
Filed 2026-10-19
Cambridge Advisors Inc.
DECREASED
Shares3,556 from 3,908
Change-352 (-9%)
Value$660.3K (-$81.3K)
Filed 2026-10-19
Leelyn Smith, LLC
UNCHANGED
Shares3,531 from 3,531
Change0 (0%)
Value$655.5K (-$14.4K)
Filed 2026-11-03
Sageworth Trust Co
INCREASED
Shares3,521 from 1,546
Change+1,975 (+128%)
Value$653.7K (+$360.4K)
Filed 2026-10-30
Guardian Investment Management
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$651.6K (-$14.3K)
Filed 2026-10-23
Black Diamond Financial, LLC
INCREASED
Shares3,503 from 2,848
Change+655 (+23%)
Value$650.2K (+$110.0K)
Filed 2026-10-26
Ejmk Ventures LLC
INCREASED
Shares3,497 from 2,764
Change+733 (+27%)
Value$649.1K (+$124.6K)
Filed 2026-10-21
Beacon Bank & Trust
DECREASED
Shares3,496 from 3,517
Change-21 (-1%)
Value$649.0K (-$18.2K)
Filed 2026-10-27
Defined Wealth Management, LLC
DECREASED
Shares3,491 from 3,536
Change-45 (-1%)
Value$648.1K (-$22.8K)
Filed 2026-10-19
Kelleher Financial Advisors
DECREASED
Shares3,479 from 4,601
Change-1,122 (-24%)
Value$645.9K (-$227.1K)
Filed 2026-10-30
Bluedoor Private Wealth, LLC
INCREASED
Shares3,477 from 3,345
Change+132 (+4%)
Value$645.5K (+$10.9K)
Filed 2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares3,476 from 1,282
Change+2,194 (+171%)
Value$645.3K (+$402.1K)
Filed 2026-10-19
Mezzasalma Advisors, LLC
DECREASED
Shares3,470 from 3,634
Change-164 (-5%)
Value$644.2K (-$45.3K)
Filed 2026-10-14
Baron Wealth Management LLC
INCREASED
Shares3,468 from 3,394
Change+74 (+2%)
Value$643.9K (-$27)
Filed 2026-10-27
TSG Advice Partners, LLC
NEW
Shares3,460
Change+3,460
Value$656.5K
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares3,456 from 3,772
Change-316 (-8%)
Value$641.7K (-$74.0K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
DECREASED
Shares3,447 from 3,698
Change-251 (-7%)
Value$639.9K (-$61.7K)
Filed 2026-11-04
Alpha Family Trust
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$652.7K ($0)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,439 from 536
Change+2,903 (+542%)
Value$638.7K (+$536.8K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares3,434 from 3,745
Change-311 (-8%)
Value$637.5K (-$73.1K)
Filed 2026-10-29
WealthBridge Capital Management, LLC
INCREASED
Shares3,416 from 3,274
Change+142 (+4%)
Value$634.2K (+$13.0K)
Filed 2026-10-16
Basso Capital Management, L.P.
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$633.3K (-$13.9K)
Filed 2026-10-30
Navigation Group, LLC
DECREASED
Shares3,410 from 3,445
Change-35 (-1%)
Value$633.1K (-$20.5K)
Filed 2026-10-28
Northbridge Financial Group, LLC
INCREASED
Shares3,403 from 3,209
Change+194 (+6%)
Value$623.8K (+$14.9K)
Filed 2026-11-05
QTR Family Wealth, LLC
INCREASED
Shares3,401 from 3,287
Change+114 (+3%)
Value$631.4K (+$7.6K)
Filed 2026-11-02
Thoma Capital Management LLC
DECREASED
Shares3,385 from 3,403
Change-18 (-1%)
Value$628.4K (-$17.2K)
Filed 2026-10-19
Carson Advisory Inc.
INCREASED
Shares3,367 from 3,360
Change+7 (+0%)
Value$625.0K (-$12.4K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
DECREASED
Shares3,346 from 3,500
Change-154 (-4%)
Value$621.3K (-$42.7K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
INCREASED
Shares3,346 from 3,340
Change+6 (+0%)
Value$621.1K (-$12.6K)
Filed 2026-10-16
Good Harbor Advisors, Inc.
INCREASED
Shares3,343 from 3,023
Change+320 (+11%)
Value$620.7K (+$47.2K)
Filed 2026-10-20
Langley Wealth Management, LLC
INCREASED
Shares3,329 from 3,296
Change+33 (+1%)
Value$618.0K (-$7.3K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,317 from 3,002
Change+315 (+10%)
Value$615.8K (+$46.2K)
Filed 2026-10-13
Private Advisory Group LLC
INCREASED
Shares3,304 from 2,990
Change+314 (+11%)
Value$613.3K (+$46.1K)
Filed 2026-11-06
Miramontes Capital, LLC
DECREASED
Shares3,298 from 3,319
Change-21 (-1%)
Value$612.3K (-$17.5K)
Filed 2026-10-19
Masterinvest Kapitalanlage GmbH
DECREASED
Shares3,284 from 3,722
Change-438 (-12%)
Value$609.7K (-$96.5K)
Filed 2026-11-03
Sunbeam Capital Management, LLC
DECREASED
Shares3,276 from 3,485
Change-209 (-6%)
Value$608.2K (-$53.0K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares3,276 from 3,234
Change+42 (+1%)
Value$608.1K (-$5.5K)
Filed 2026-10-29
Future Financial Wealth Managment LLC
UNCHANGED
Shares3,255 from 3,255
Change0 (0%)
Value$604.3K (-$76.5K)
Filed 2026-10-15
WealthSpring Partners, LLC
DECREASED
Shares3,246 from 6,557
Change-3,311 (-50%)
Value$602.6K (-$641.4K)
Filed 2026-10-14
N10 Wealth, LLC
NEW
Shares3,240
Change+3,240
Value$601.5K
Filed 2026-10-14
Traveka Wealth, LLC
INCREASED
Shares3,228 from 2,637
Change+591 (+22%)
Value$599.3K (+$99.0K)
Filed 2026-10-19
Foster Group, Inc.
DECREASED
Shares3,226 from 3,638
Change-412 (-11%)
Value$598.9K (-$91.3K)
Filed 2026-10-13
Providence First Trust Co
DECREASED
Shares3,210 from 4,228
Change-1,018 (-24%)
Value$595.9K (-$206.2K)
Filed 2026-11-02
First Bank & Trust
INCREASED
Shares3,210 from 2,660
Change+550 (+21%)
Value$595.9K (+$91.3K)
Filed 2026-10-19
Jacobsen Capital Management
DECREASED
Shares3,210 from 3,240
Change-30 (-1%)
Value$595.9K (-$18.8K)
Filed 2026-10-27
Eurizon SLJ Capital Ltd
DECREASED
Shares3,207 from 3,523
Change-316 (-9%)
Value$595.4K (-$73.0K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED
Shares3,205 from 5,003
Change-1,798 (-36%)
Value$595.1K (-$354.2K)
Filed 2026-10-05
Flywheel Private Wealth LLC
UNCHANGED
Shares3,198 from 3,198
Change0 (0%)
Value$593.7K (-$13.0K)
Filed 2026-11-02
Westside Investment Management, Inc.
DECREASED
Shares3,192 from 3,542
Change-350 (-10%)
Value$591.1K (-$80.9K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
DECREASED
Shares3,187 from 3,378
Change-191 (-6%)
Value$591.7K (-$49.2K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,186 from 3,214
Change-28 (-1%)
Value$591.5K (-$18.3K)
Filed 2026-10-26
Elevate Wealth Advisory, Inc
INCREASED
Shares3,185 from 3,167
Change+18 (+1%)
Value$591.2K (-$9.6K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares3,184 from 3,054
Change+130 (+4%)
Value$591.1K (+$11.7K)
Filed 2026-10-27
Cascade Investment Group, Inc.
DECREASED
Shares3,183 from 3,228
Change-45 (-1%)
Value$590.9K (-$21.5K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares3,172 from 3,162
Change+10 (+0%)
Value$588.8K (-$11.2K)
Filed 2026-10-21
Exchange Bank
UNCHANGED
Shares3,164 from 3,164
Change0 (0%)
Value$587.4K (-$12.9K)
Filed 2026-10-07
Rosenberg Matthew Hamilton
INCREASED
Shares3,161 from 3,110
Change+51 (+2%)
Value$586.8K (-$3.2K)
Filed 2026-10-05
Integrity Advisory Solutions, LLC
INCREASED
Shares3,149 from 2,793
Change+356 (+13%)
Value$584.8K (+$54.8K)
Filed 2026-10-29
Brady Family Wealth, LLC
INCREASED
Shares3,135 from 3,134
Change+1 (+0%)
Value$581.9K (-$12.8K)
Filed 2026-11-02
KWB Wealth
DECREASED
Shares3,131 from 3,152
Change-21 (-1%)
Value$581.2K (-$16.7K)
Filed 2026-10-16
Cora Capital Advisors LLC
INCREASED
Shares3,130 from 3,021
Change+109 (+4%)
Value$581.0K (+$7.8K)
Filed 2026-11-02
Fell Capital Management
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$580.2K (-$12.8K)
Filed 2026-10-09
Silverlake Wealth Management LLC
INCREASED
Shares3,113 from 3,063
Change+50 (+2%)
Value$578.0K (-$3.1K)
Filed 2026-10-21
J. Derek Lewis & Associates Inc.
DECREASED
Shares3,109 from 3,245
Change-136 (-4%)
Value$577.1K (-$38.6K)
Filed 2026-11-03
BLB&B Advisors, LLC
INCREASED
Shares3,107 from 3,035
Change+72 (+2%)
Value$576.8K (+$957)
Filed 2026-10-27
Arbor Investment Advisors, LLC
DECREASED
Shares3,100 from 3,562
Change-462 (-13%)
Value$575.5K (-$100.3K)
Filed 2026-10-26
Harbor Group, Inc.
DECREASED
Shares3,090 from 3,734
Change-644 (-17%)
Value$573.6K (-$134.9K)
Filed 2026-10-14
Riversedge Advisors, LLC
INCREASED
Shares3,084 from 2,015
Change+1,069 (+53%)
Value$572.5K (+$190.3K)
Filed 2026-10-09
LifePlan Financial, LLC
DECREASED
Shares3,078 from 3,453
Change-375 (-11%)
Value$567.3K (-$87.8K)
Filed 2026-10-13
Gold Investment Management Ltd.
DECREASED
Shares3,074 from 3,379
Change-305 (-9%)
Value$570.7K (-$70.4K)
Filed 2026-10-19
Veracity Capital LLC
INCREASED
Shares3,067 from 3,008
Change+59 (+2%)
Value$569.5K (-$1.3K)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
INCREASED
Shares3,064 from 2,974
Change+90 (+3%)
Value$569 (+$5)
Filed 2026-10-27
NWF Advisory Services Inc.
DECREASED
Shares3,059 from 3,126
Change-67 (-2%)
Value$567.9K (-$25.2K)
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares3,052 from 3,052
Change0 (0%)
Value$566.6K (-$12.5K)
Filed 2026-10-26
Rede Wealth, LLC
DECREASED
Shares3,046 from 3,076
Change-30 (-1%)
Value$565.5K (-$18.1K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,044 from 2,925
Change+119 (+4%)
Value$565.0K (+$10.0K)
Filed 2026-10-16
MMA Asset Management LLC
NEW
Shares3,022
Change+3,022
Value$561.0K
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares3,020 from 3,377
Change-357 (-11%)
Value$553.5K (-$87.2K)
Filed 2026-10-21
Diversified Management Inc
INCREASED
Shares3,016 from 2,896
Change+120 (+4%)
Value$559.8K (+$10.4K)
Filed 2026-10-08
Trace Wealth Advisors, LLC
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$558.8K (-$12.3K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
DECREASED
Shares3,006 from 3,087
Change-81 (-3%)
Value$558.1K (-$27.6K)
Filed 2026-10-27
Mariner Investment Group LLC
NEW
Shares3,000
Change+3,000
Value$557.0K
Filed 2026-11-04
True Freedom Investing, LLC
DECREASED
Shares2,999 from 3,191
Change-192 (-6%)
Value$556.7K (-$58.8K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,998 from 3,691
Change-693 (-19%)
Value$556.5K (-$143.7K)
Filed 2026-10-21
Manske Wealth Management
INCREASED
Shares2,986 from 2,828
Change+158 (+6%)
Value$554.4K (+$17.8K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,982 from 2,361
Change+621 (+26%)
Value$553.6K (+$105.6K)
Filed 2026-10-13
Norway Savings Bank
DECREASED
Shares2,976 from 2,985
Change-9 (0%)
Value$552.5K (-$13.9K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares2,974 from 3,278
Change-304 (-9%)
Value$548.1K (-$73.8K)
Filed 2026-10-09
Atticus Wealth Management, LLC
INCREASED
Shares2,964 from 2,644
Change+320 (+12%)
Value$550.4K (+$48.7K)
Filed 2026-10-20
Eddie Patel Inc
INCREASED
Shares2,963 from 2,239
Change+724 (+32%)
Value$550.1K (+$125.3K)
Filed 2026-11-02
Armstrong, Fleming & Moore, Inc
INCREASED
Shares2,954 from 2,950
Change+4 (+0%)
Value$548.4K (-$11.3K)
Filed 2026-10-28
Camden National Bank
NEW
Shares2,948
Change+2,948
Value$547.3K
Filed 2026-11-02
Rise Advisors, LLC
INCREASED
Shares2,944 from 2,530
Change+414 (+16%)
Value$546.5K (+$66.4K)
Filed 2026-10-16
Investment Partners, Ltd.
NEW
Shares2,942
Change+2,942
Value$546.1K
Filed 2026-10-29
Mattern Capital Management, LLC
DECREASED
Shares2,939 from 3,142
Change-203 (-6%)
Value$545.6K (-$50.5K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,938 from 2,806
Change+132 (+5%)
Value$545.4K (+$13.1K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares2,922 from 2,066
Change+856 (+41%)
Value$542.5K (+$137.8K)
Filed 2026-11-02
Arvest Investments, Inc.
INCREASED
Shares2,920 from 2,919
Change+1 (+0%)
Value$542.1K (-$11.7K)
Filed 2026-10-21
Sage Investment Advisers LLC
INCREASED
Shares2,904 from 2,679
Change+225 (+8%)
Value$539.1K (+$30.9K)
Filed 2026-10-21
Grant Street Asset Management, Inc.
INCREASED
Shares2,898 from 2,892
Change+6 (+0%)
Value$537.9K (-$10.7K)
Filed 2026-10-26
DT Investment Partners, LLC
INCREASED
Shares2,890 from 2,700
Change+190 (+7%)
Value$536.5K (+$24.3K)
Filed 2026-10-27
Channel Wealth LLC
INCREASED
Shares2,890 from 2,864
Change+26 (+1%)
Value$536.6K (-$6.8K)
Filed 2026-11-06
Goldstein Advisors, LLC
INCREASED
Shares2,876 from 2,514
Change+362 (+14%)
Value$533.9K (+$56.9K)
Filed 2026-10-15
Washington Trust Bank
INCREASED
Shares2,860 from 2,845
Change+15 (+1%)
Value$531.0K (-$8.8K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares2,857 from 3,004
Change-147 (-5%)
Value$526.2K (-$45.6K)
Filed 2026-10-28
Baker Boyer National Bank
DECREASED
Shares2,845 from 3,251
Change-406 (-12%)
Value$528.2K (-$88.6K)
Filed 2026-11-05
Code Waechter LLC
INCREASED
Shares2,844 from 2,696
Change+148 (+5%)
Value$528.1K (+$16.6K)
Filed 2026-10-23
Gibraltar Capital Management, Inc.
INCREASED
Shares2,837 from 2,553
Change+284 (+11%)
Value$526.7K (+$42.3K)
Filed 2026-10-27
Wealth Preservation Advisors, LLC
INCREASED
Shares2,834 from 2,782
Change+52 (+2%)
Value$526.1K (-$1.7K)
Filed 2026-11-05
North Forty Two & Co.
UNCHANGED
Shares2,819 from 2,819
Change0 (0%)
Value$523.3K (-$11.5K)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares2,816 from 2,804
Change+12 (+0%)
Value$522.8K (-$9.2K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares2,815 from 2,848
Change-33 (-1%)
Value$522.6K (-$17.7K)
Filed 2026-10-20
DDD Partners, LLC
DECREASED
Shares2,808 from 3,078
Change-270 (-9%)
Value$521.3K (-$62.7K)
Filed 2026-11-02
Tuttle Capital Management, LLC
NEW
Shares2,807
Change+2,807
Value$521.1K
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares2,803 from 2,880
Change-77 (-3%)
Value$520.3K (-$26.1K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares2,802 from 14,264
Change-11,462 (-80%)
Value$520 (-$2.7M)
Filed 2026-10-30
First Interstate Bank
INCREASED
Shares2,790 from 2,766
Change+24 (+1%)
Value$518.0K (-$6.8K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares2,788 from 2,788
Change0 (0%)
Value$517.6K (-$11.4K)
Filed 2026-10-19
Tilia Fiduciary Partners, Inc.
INCREASED
Shares2,777 from 2,776
Change+1 (+0%)
Value$515.5K (-$11.3K)
Filed 2026-10-09
Lincoln Capital LLC
INCREASED
Shares2,770 from 2,678
Change+92 (+3%)
Value$514.7K (+$6.6K)
Filed 2026-10-09
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares2,766 from 2,766
Change0 (0%)
Value$513.5K (-$11.3K)
Filed 2026-10-26
Trust Co of the South
INCREASED
Shares2,763 from 2,717
Change+46 (+2%)
Value$513.0K (-$2.5K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares2,762 from 1,515
Change+1,247 (+82%)
Value$512.9K (+$225.4K)
Filed 2026-11-05
Heartwood Wealth Advisors LLC
DECREASED
Shares2,759 from 2,944
Change-185 (-6%)
Value$512.2K (-$46.4K)
Filed 2026-10-05
Steph & Co
INCREASED
Shares2,757 from 2,738
Change+19 (+1%)
Value$511.8K (-$7.6K)
Filed 2026-10-07
First National Bank Sioux Falls
INCREASED
Shares2,755 from 1,768
Change+987 (+56%)
Value$511.5K (+$165.2K)
Filed 2026-10-13
Warwick Investment Management, Inc.
INCREASED
Shares2,751 from 2,512
Change+239 (+10%)
Value$510.6K (+$34.1K)
Filed 2026-10-19
Old Port Advisors
INCREASED
Shares2,750 from 2,428
Change+322 (+13%)
Value$510.6K (+$49.9K)
Filed 2026-10-23
Greenwood Gearhart LLC
DECREASED
Shares2,743 from 4,813
Change-2,070 (-43%)
Value$509.1K (-$404.0K)
Filed 2026-11-02
Lexington Hill Partners, LLC
DECREASED
Shares2,733 from 2,749
Change-16 (-1%)
Value$507.4K (-$14.1K)
Filed 2026-10-13
Partnership Wealth Management, LLC
UNCHANGED
Shares2,726 from 2,726
Change0 (0%)
Value$506.2K (-$11.1K)
Filed 2026-10-05
Kavar Capital Partners Group, LLC
INCREASED
Shares2,719 from 2,640
Change+79 (+3%)
Value$504.8K (+$3.9K)
Filed 2026-11-06
Barr E S & Co
UNCHANGED
Shares2,719 from 2,719
Change0 (0%)
Value$504.8K (-$11.1K)
Filed 2026-11-06
Arlington Trust Co LLC
INCREASED
Shares2,702 from 2,513
Change+189 (+8%)
Value$501.6K (+$24.8K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
DECREASED
Shares2,700 from 3,200
Change-500 (-16%)
Value$501.3K (-$105.9K)
Filed 2026-11-04
FAI Advisors, Inc.
INCREASED
Shares2,698 from 2,536
Change+162 (+6%)
Value$500.9K (+$19.7K)
Filed 2026-10-27
Mayfair Advisory Group, LLC
INCREASED
Shares2,688 from 2,603
Change+85 (+3%)
Value$499.0K (-$54.9K)
Filed 2026-10-20
Aviso Wealth Management
DECREASED
Shares2,685 from 2,800
Change-115 (-4%)
Value$498.5K (-$32.8K)
Filed 2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,676 from 2,175
Change+501 (+23%)
Value$496.7K (+$84.0K)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
NEW
Shares2,672
Change+2,672
Value$496.1K
Filed 2026-10-28
One Plus One Wealth Management, LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$495.7K (-$10.9K)
Filed 2026-10-16
CPC Advisors, LLC
INCREASED
Shares2,669 from 2,056
Change+613 (+30%)
Value$495.5K (+$105.4K)
Filed 2026-10-21
Accredited Investors Inc.
DECREASED
Shares2,661 from 2,765
Change-104 (-4%)
Value$494.0K (-$30.6K)
Filed 2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$504.4K ($0)
Filed 2026-11-03
Philip James Wealth Mangement, LLC
DECREASED
Shares2,643 from 2,788
Change-145 (-5%)
Value$490.7K (-$38.3K)
Filed 2026-10-27
Smith Partners Wealth Management, LLC
INCREASED
Shares2,638 from 2,430
Change+208 (+9%)
Value$489.7K (+$28.7K)
Filed 2026-11-05
Davis Investment Partners, LLC
INCREASED
Shares2,637 from 2,600
Change+37 (+1%)
Value$489.6K (-$3.7K)
Filed 2026-11-05
Genesis Private Wealth, LLC
DECREASED
Shares2,635 from 2,642
Change-7 (0%)
Value$489.3K (-$12.1K)
Filed 2026-11-02
Abacus Planning Group, Inc.
INCREASED
Shares2,631 from 2,573
Change+58 (+2%)
Value$488.4K (+$270)
Filed 2026-11-02
Annex Advisory Services, LLC
DECREASED
Shares2,618 from 2,666
Change-48 (-2%)
Value$486.0K (-$19.8K)
Filed 2026-10-16
Inlet Private Wealth, LLC
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$484.7K (-$10.7K)
Filed 2026-10-21
Pachira Investments Inc.
INCREASED
Shares2,610 from 2,327
Change+283 (+12%)
Value$484.6K (+$43.1K)
Filed 2026-10-14
Monument Group Wealth Advisors, LLC
DECREASED
Shares2,601 from 2,738
Change-137 (-5%)
Value$483.0K (+$131.1K)
Filed 2026-10-21
Meridian Financial Advisors, LLC
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$482.5K (-$10.6K)
Filed 2026-10-14
IVC Wealth Advisors LLC
DECREASED
Shares2,598 from 3,003
Change-405 (-13%)
Value$482.3K (-$87.4K)
Filed 2026-10-23
Seamount Financial Group Inc
DECREASED
Shares2,590 from 2,640
Change-50 (-2%)
Value$480.8K (-$20.1K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares2,578
Change+2,578
Value$478.6K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED
Shares2,577 from 2,671
Change-94 (-4%)
Value$478.6K (-$28.2K)
Filed 2026-10-27
Southern Capital Advisors, LLC
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$478.1K (-$10.4K)
Filed 2026-10-26
First Nebraska Trust Co
UNCHANGED
Shares2,562 from 2,562
Change0 (0%)
Value$475.6K (-$10.5K)
Filed 2026-10-30
Deseret Mutual Benefit Administrators
DECREASED
Shares2,560 from 2,738
Change-178 (-6%)
Value$475.3K (-$44.2K)
Filed 2026-11-04
Lord & Richards Wealth Management, LLC
NEW
Shares2,553
Change+2,553
Value$474.0K
Filed 2026-10-14
Unified Investment Management
DECREASED
Shares2,549 from 2,612
Change-63 (-2%)
Value$473.2K (-$22.4K)
Filed 2026-10-14
Tableaux LLC
INCREASED
Shares2,546 from 2,291
Change+255 (+11%)
Value$472.7K (+$38.0K)
Filed 2026-10-23
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$472.3K (-$10.4K)
Filed 2026-10-30
Mcrae Capital Management Inc
UNCHANGED
Shares2,537 from 2,537
Change0 (0%)
Value$471.0K (-$10.4K)
Filed 2026-10-15
Parthenon LLC
INCREASED
Shares2,533 from 2,428
Change+105 (+4%)
Value$470.3K (+$9.6K)
Filed 2026-10-22
Financial Partners Group, Inc
DECREASED
Shares2,531 from 2,725
Change-194 (-7%)
Value$470.0K (-$47.1K)
Filed 2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED
Shares2,525 from 2,522
Change+3 (+0%)
Value$468.8K (-$9.7K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$468.2K (-$10.3K)
Filed 2026-10-01
CLG LLC
DECREASED
Shares2,521 from 2,722
Change-201 (-7%)
Value$468.0K (-$48.5K)
Filed 2026-10-13
August Group Capital Ltd
DECREASED
Shares2,517 from 2,535
Change-18 (-1%)
Value$467.1K (-$13.9K)
Filed 2026-10-14
Greenhouse Wealth Management, LLC
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$467.1K (-$10.3K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
INCREASED
Shares2,513 from 2,429
Change+84 (+3%)
Value$466.5K (+$5.7K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
DECREASED
Shares2,506 from 2,717
Change-211 (-8%)
Value$465.3K (-$50.2K)
Filed 2026-11-06
Howard Capital Management Group, LLC
DECREASED
Shares2,503 from 2,603
Change-100 (-4%)
Value$464.8K (-$29.2K)
Filed 2026-10-16
Bright Futures Wealth Management, Llc.
INCREASED
Shares2,502 from 1,577
Change+925 (+59%)
Value$464.5K (+$165.4K)
Filed 2026-10-23
Investment Research Partners LLC
INCREASED
Shares2,502 from 2,446
Change+56 (+2%)
Value$464.5K (+$416)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares2,485 from 4,149
Change-1,664 (-40%)
Value$461.4K (-$325.8K)
Filed 2026-10-28
CJM Wealth Advisers, Ltd.
DECREASED
Shares2,474 from 2,495
Change-21 (-1%)
Value$459.3K (-$14.1K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares2,473 from 2,535
Change-62 (-2%)
Value$459.1K (-$21.8K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
DECREASED
Shares2,472 from 2,582
Change-110 (-4%)
Value$459.0K (-$31.0K)
Filed 2026-10-22
Detalus Advisors, LLC
DECREASED
Shares2,472 from 2,537
Change-65 (-3%)
Value$458.9K (-$22.6K)
Filed 2026-10-15
LeConte Wealth Management, LLC
DECREASED
Shares2,470 from 2,677
Change-207 (-8%)
Value$458.6K (-$49.4K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
INCREASED
Shares2,469 from 2,360
Change+109 (+5%)
Value$458.4K (+$10.6K)
Filed 2026-11-04
Wedge Capital Management L L P
DECREASED
Shares2,468 from 2,627
Change-159 (-6%)
Value$458.2K (-$40.2K)
Filed 2026-10-13
Decker Wealth Management LLC
INCREASED
Shares2,464 from 2,102
Change+362 (+17%)
Value$457.5K (+$58.6K)
Filed 2026-10-09
BNB Wealth Management, LLC
INCREASED
Shares2,451 from 2,449
Change+2 (+0%)
Value$455.0K (-$9.6K)
Filed 2026-10-28
Richard Young Associates, Ltd.
INCREASED
Shares2,449 from 2,418
Change+31 (+1%)
Value$454.7K (-$4.1K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$454.5K (-$10.0K)
Filed 2026-11-02
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares2,433 from 2,433
Change0 (0%)
Value$451.7K (-$9.9K)
Filed 2026-10-09
EagleClaw Capital Managment, LLC
DECREASED
Shares2,432 from 2,682
Change-250 (-9%)
Value$451.5K (-$57.4K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
INCREASED
Shares2,428 from 2,391
Change+37 (+2%)
Value$450.8K (-$2.9K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
INCREASED
Shares2,416 from 1,745
Change+671 (+38%)
Value$468.6K (+$129.3K)
Filed 2026-10-19
Coyle Financial Counsel LLC
DECREASED
Shares2,416 from 2,617
Change-201 (-8%)
Value$448.5K (-$48.0K)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares2,416 from 2,219
Change+197 (+9%)
Value$448.5K (+$27.5K)
Filed 2026-11-03
Chatham Capital Group, Inc.
INCREASED
Shares2,415 from 2,315
Change+100 (+4%)
Value$448.4K (+$9.2K)
Filed 2026-10-16
Missouri Trust & Investment Co
DECREASED
Shares2,414 from 3,587
Change-1,173 (-33%)
Value$448.2K (-$323.8K)
Filed 2026-11-04
Landaas & Co
UNCHANGED
Shares2,414 from 2,414
Change0 (0%)
Value$448.2K (-$9.8K)
Filed 2026-10-29
Parisi Gray Wealth Management
INCREASED
Shares2,410 from 2,210
Change+200 (+9%)
Value$447.4K (+$28.2K)
Filed 2026-10-16
Eagle Wealth Advisors LLC
DECREASED
Shares2,406 from 6,603
Change-4,197 (-64%)
Value$446.7K (-$806.1K)
Filed 2026-10-20
Lifestyle Asset Management, Inc.
INCREASED
Shares2,403 from 1,848
Change+555 (+30%)
Value$446.1K (+$95.5K)
Filed 2026-10-20
Hanson & Doremus Investment Management
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$444 (-$453.6K)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares2,389 from 2,304
Change+85 (+4%)
Value$443.5K (+$6.4K)
Filed 2026-11-04
Sharkey, Howes & Javer
DECREASED
Shares2,387 from 2,859
Change-472 (-17%)
Value$443.2K (-$99.2K)
Filed 2026-10-22
Country Trust Bank
DECREASED
Shares2,385 from 2,453
Change-68 (-3%)
Value$442.8K (-$22.6K)
Filed 2026-10-30
JSF Financial, LLC
DECREASED
Shares2,385 from 2,387
Change-2 (0%)
Value$442.7K (-$10.1K)
Filed 2026-10-22
Lionshead Wealth Management, LLC
DECREASED
Shares2,383 from 2,407
Change-24 (-1%)
Value$442.4K (-$14.3K)
Filed 2026-10-21
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$442.2K (-$9.7K)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
DECREASED
Shares2,379 from 2,517
Change-138 (-5%)
Value$441.7K (-$35.9K)
Filed 2026-10-23
Convergence Financial, LLC
DECREASED
Shares2,377 from 4,826
Change-2,449 (-51%)
Value$441.2K (-$474.3K)
Filed 2026-10-27
Avail Investment Partners, LLC
INCREASED
Shares2,376 from 2,320
Change+56 (+2%)
Value$441.1K (+$930)
Filed 2026-10-16
Miller Financial Services LLC
INCREASED
Shares2,374 from 1,874
Change+500 (+27%)
Value$440.7K (+$85.2K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
DECREASED
Shares2,369 from 7,849
Change-5,480 (-70%)
Value$439.8K (-$1.0M)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,369 from 2,360
Change+9 (+0%)
Value$439.8K (-$8.0K)
Filed 2026-11-04
Mraz, Amerine & Associates, Inc.
DECREASED
Shares2,365 from 2,497
Change-132 (-5%)
Value$439.1K (-$34.7K)
Filed 2026-10-30
Guerra PAN Advisors, LLC
INCREASED
Shares2,353 from 2,334
Change+19 (+1%)
Value$452.0K (+$9.2K)
Filed 2026-10-26
North Capital, Inc.
DECREASED
Shares2,352 from 2,371
Change-19 (-1%)
Value$430.5K (-$19.3K)
Filed 2026-10-16
MKT Advisors LLC
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$433.3K (-$38.8K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares2,346 from 3,312
Change-966 (-29%)
Value$435.5K (-$192.8K)
Filed 2026-10-22
Poehling Capital Management, Inc.
DECREASED
Shares2,338 from 2,360
Change-22 (-1%)
Value$434.1K (-$13.7K)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
DECREASED
Shares2,330 from 2,634
Change-304 (-12%)
Value$432.5K (-$67.3K)
Filed 2026-10-14
Ariadne Wealth Management, LP
INCREASED
Shares2,329 from 1,975
Change+354 (+18%)
Value$432.4K (+$57.7K)
Filed 2026-11-06
Yoffe Investment Management, LLC
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$432.1K (-$9.5K)
Filed 2026-11-02
O'Connor Financial Group LLC
INCREASED
Shares2,318 from 2,301
Change+17 (+1%)
Value$430.5K (-$6.2K)
Filed 2026-10-26
Prairie Advisory, LLC
INCREASED
Shares2,314 from 1,155
Change+1,159 (+100%)
Value$429.4K (+$210.3K)
Filed 2026-10-19
Lotus Asset Management LLC
INCREASED
Shares2,314 from 1,914
Change+400 (+21%)
Value$429.6K (+$66.5K)
Filed 2026-10-14
MTM Investment Management, LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$429.4K (-$9.4K)
Filed 2026-10-30
Impact Capital Partners LLC
DECREASED
Shares2,301 from 2,384
Change-83 (-3%)
Value$427.2K (-$25.1K)
Filed 2026-10-22
Michael Brady & Co., LLC
DECREASED
Shares2,300 from 2,400
Change-100 (-4%)
Value$427.0K (-$28.4K)
Filed 2026-10-23
Finivi Inc.
INCREASED
Shares2,287 from 2,286
Change+1 (+0%)
Value$424.5K (-$9.2K)
Filed 2026-10-13
AMG Asset Management Group, Inc.
INCREASED
Shares2,286 from 1,479
Change+807 (+55%)
Value$424.3K (+$143.8K)
Filed 2026-10-21
Clarus Group, Inc.
INCREASED
Shares2,278 from 2,277
Change+1 (+0%)
Value$422.8K (-$9.2K)
Filed 2026-10-21
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares2,272 from 2,010
Change+262 (+13%)
Value$421.8K (+$40.4K)
Filed 2026-10-22
Hurlow Wealth Management Group, Inc.
INCREASED
Shares2,270 from 2,269
Change+1 (+0%)
Value$421.3K (-$9.2K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares2,267
Change+2,267
Value$420.9K
Filed 2026-11-04
Tandem Investment Partners LLC
DECREASED
Shares2,267 from 2,277
Change-10 (0%)
Value$420.9K (-$11.1K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$420.5K (-$9.2K)
Filed 2026-10-14
Diversified Portfolios, Inc.
INCREASED
Shares2,259 from 2,133
Change+126 (+6%)
Value$419.4K (+$14.7K)
Filed 2026-11-04
MW Advisory, LLC
INCREASED
Shares2,255 from 1,714
Change+541 (+32%)
Value$418.6K (+$93.5K)
Filed 2026-10-19
Spirit of America Management Corp
INCREASED
Shares2,250 from 2,100
Change+150 (+7%)
Value$417.7K (+$19.3K)
Filed 2026-10-14
Regatta Capital Group, LLC
INCREASED
Shares2,249 from 2,218
Change+31 (+1%)
Value$417.5K (-$3.4K)
Filed 2026-10-23
Hengehold Capital Management LLC
DECREASED
Shares2,248 from 2,462
Change-214 (-9%)
Value$417.4K (-$49.8K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
DECREASED
Shares2,247 from 2,297
Change-50 (-2%)
Value$417.2K (-$18.7K)
Filed 2026-10-26
AM Investment Strategies LLC
INCREASED
Shares2,245 from 2,240
Change+5 (+0%)
Value$417 (-$8)
Filed 2026-11-05
Foronjy Financial LLC
DECREASED
Shares2,243 from 2,284
Change-41 (-2%)
Value$416.4K (-$17.0K)
Filed 2026-10-14
Integris Wealth Management, LLC
DECREASED
Shares2,238 from 2,271
Change-33 (-1%)
Value$415.6K (-$15.4K)
Filed 2026-10-14
Manchester Financial Inc
DECREASED
Shares2,231 from 2,279
Change-48 (-2%)
Value$414.2K (+$23.3K)
Filed 2026-10-15
Ulland Investment Advisors, LLC
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$414 (-$9)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares2,228 from 2,262
Change-34 (-1%)
Value$413.7K (-$15.5K)
Filed 2026-10-20
Ti-Trust, Inc
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$412.0K (-$9.1K)
Filed 2026-10-21
McLean Asset Management Corp
DECREASED
Shares2,218 from 2,248
Change-30 (-1%)
Value$425.7K (-$58.1K)
Filed 2026-11-06
SFG Wealth Management, Llc.
INCREASED
Shares2,218 from 2,210
Change+8 (+0%)
Value$411.8K (-$7.5K)
Filed 2026-10-23
Lawood & Co
DECREASED
Shares2,206 from 2,220
Change-14 (-1%)
Value$409.5K (-$11.7K)
Filed 2026-10-09
Revisor Wealth Management LLC
DECREASED
Shares2,203 from 3,120
Change-917 (-29%)
Value$424.1K (-$167.8K)
Filed 2026-10-20
Legacy Solutions, LLC
DECREASED
Shares2,180 from 2,308
Change-128 (-6%)
Value$404.8K (-$33.1K)
Filed 2026-10-07
Falcon Wealth Planning
INCREASED
Shares2,176 from 1,948
Change+228 (+12%)
Value$404.0K (+$34.4K)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$403.8K (-$8.9K)
Filed 2026-11-05
Beacon Capital Management, LLC
INCREASED
Shares2,170 from 2,030
Change+140 (+7%)
Value$402.9K (+$17.8K)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares2,163 from 2,181
Change-18 (-1%)
Value$401.5K (-$12.2K)
Filed 2026-10-08
Olio Financial Planning
INCREASED
Shares2,158 from 2,155
Change+3 (+0%)
Value$400.6K (-$8.2K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,156 from 2,156
Change0 (0%)
Value$400.3K (-$8.8K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares2,155 from 2,595
Change-440 (-17%)
Value$400.0K (-$92.2K)
Filed 2026-10-20
Legacy Wealth Partners, LLC
DECREASED
Shares2,154 from 2,199
Change-45 (-2%)
Value$399.9K (-$17.3K)
Filed 2026-10-15
Client First Capital LLC
UNCHANGED
Shares2,153 from 2,153
Change0 (0%)
Value$399.7K (-$8.8K)
Filed 2026-10-22
MBE Wealth Management, LLC
DECREASED
Shares2,152 from 2,182
Change-30 (-1%)
Value$399.5K (-$14.5K)
Filed 2026-10-26
1834 Investment Advisors Co
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$399.1K (-$8.8K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
INCREASED
Shares2,149 from 2,143
Change+6 (+0%)
Value$399.0K (-$7.7K)
Filed 2026-10-27
MFA Wealth Services
INCREASED
Shares2,144 from 2,112
Change+32 (+2%)
Value$398.0K (-$2.8K)
Filed 2026-10-14
Factor Wealth Management LTD
DECREASED
Shares2,138 from 2,142
Change-4 (0%)
Value$397.0K (-$9.3K)
Filed 2026-10-08
World Equity Group, Inc.
DECREASED
Shares2,132 from 3,296
Change-1,164 (-35%)
Value$395.9K (-$229.4K)
Filed 2026-10-14
Buckhead Capital Management LLC
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$395.6K (-$8.7K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares2,130 from 1,992
Change+138 (+7%)
Value$395.5K (+$17.5K)
Filed 2026-10-26
Foundry Financial LLC
NEW
Shares2,128
Change+2,128
Value$395.2K
Filed 2026-10-16
Peoples Bank
DECREASED
Shares2,127 from 2,198
Change-71 (-3%)
Value$394.9K (-$22.1K)
Filed 2026-10-26
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares2,126 from 4,984
Change-2,858 (-57%)
Value$395 (-$945.6K)
Filed 2026-11-05
Peoples Bank
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$392.5K (-$8.6K)
Filed 2026-10-09
Brucke Financial, Inc.
INCREASED
Shares2,111 from 2,094
Change+17 (+1%)
Value$391.9K (-$5.4K)
Filed 2026-10-23
Moran Wealth Management, LLC
INCREASED
Shares2,110 from 1,704
Change+406 (+24%)
Value$391.7K (+$68.4K)
Filed 2026-10-22
Stenger Family Office, LLC
INCREASED
Shares2,109 from 1,804
Change+305 (+17%)
Value$386.0K (+$43.8K)
Filed 2026-10-22
JAG Capital Management, LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$391.5K (-$8.6K)
Filed 2026-11-06
Foundation Resource Management Inc
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$391.3K (-$8.6K)
Filed 2026-10-19
Banyan Capital Management, Inc.
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$390.8K (-$8.6K)
Filed 2026-11-05
Chilton Capital Management LLC
DECREASED
Shares2,100 from 3,822
Change-1,722 (-45%)
Value$389.9K (-$335.3K)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
INCREASED
Shares2,099 from 1,927
Change+172 (+9%)
Value$389.7K (+$24.1K)
Filed 2026-10-08
Granville Capital, Inc.
INCREASED
Shares2,098 from 1,954
Change+144 (+7%)
Value$389.5K (+$18.8K)
Filed 2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$389.2K (-$8.5K)
Filed 2026-10-28
Partners Wealth Management, LLC
INCREASED
Shares2,087 from 1,156
Change+931 (+81%)
Value$387.4K (+$168.1K)
Filed 2026-10-28
Worthington Financial Partners, LLC
UNCHANGED
Shares2,085 from 2,085
Change0 (0%)
Value$387.1K (-$8.5K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,069 from 1,842
Change+227 (+12%)
Value$384.2K (+$34.6K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares2,064 from 1,774
Change+290 (+16%)
Value$383.1K (+$46.6K)
Filed 2026-10-29
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$382.6K (-$8.4K)
Filed 2026-10-20
Mascoma Wealth Management LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$382.1K (-$8.4K)
Filed 2026-10-23
Oarsman Capital, Inc.
INCREASED
Shares2,057 from 1,141
Change+916 (+80%)
Value$381.9K (+$165.4K)
Filed 2026-11-05
Centurion Wealth Management LLC
INCREASED
Shares2,054 from 2,001
Change+53 (+3%)
Value$381.4K (+$1.7K)
Filed 2026-10-13
Hamilton Capital, LLC
DECREASED
Shares2,054 from 2,059
Change-5 (0%)
Value$381.4K (-$9.2K)
Filed 2026-10-08
AXS Investments LLC
INCREASED
Shares2,048 from 1,880
Change+168 (+9%)
Value$380.2K (+$23.5K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares2,046
Change+2,046
Value$379.8K
Filed 2026-10-27
Worth Asset Management, LLC
INCREASED
Shares2,040 from 1,427
Change+613 (+43%)
Value$378.7K (+$108.0K)
Filed 2026-10-07
Fortem Financial Group, LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$378.4K (-$8.3K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares2,035 from 1,461
Change+574 (+39%)
Value$377.8K (+$100.6K)
Filed 2026-10-26
WP Advisors, LLC
NEW
Shares2,034
Change+2,034
Value$377.6K
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$377.6K (-$12.5K)
Filed 2026-10-09
Garde Capital, Inc.
INCREASED
Shares2,024 from 1,676
Change+348 (+21%)
Value$375.8K (+$57.8K)
Filed 2026-10-29
CV Advisors LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$373.2K (-$8.2K)
Filed 2026-10-13
Tandem Capital Management Corp
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$372.0K (-$8.2K)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares2,002 from 1,761
Change+241 (+14%)
Value$371.7K (+$37.6K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares1,992 from 1,868
Change+124 (+7%)
Value$369.8K (+$15.4K)
Filed 2026-10-07
Tortoise Investment Management, LLC
INCREASED
Shares1,992 from 1,959
Change+33 (+2%)
Value$369.7K (-$1.9K)
Filed 2026-11-06
Net Worth Advisory Group
INCREASED
Shares1,990 from 1,982
Change+8 (+0%)
Value$368.1K (-$8.0K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares1,983 from 1,794
Change+189 (+11%)
Value$368.2K (+$27.6K)
Filed 2026-11-03
Walker Asset Management, LLC
INCREASED
Shares1,980 from 1,973
Change+7 (+0%)
Value$367.6K (-$6.8K)
Filed 2026-10-13
Capstone Wealth Management Group, LLC
DECREASED
Shares1,965 from 1,987
Change-22 (-1%)
Value$328.9K (-$48.1K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares1,963 from 1,959
Change+4 (+0%)
Value$364.4K (-$7.2K)
Filed 2026-10-09
Spartan Planning & Wealth Management
DECREASED
Shares1,961 from 2,228
Change-267 (-12%)
Value$364.0K (-$58.8K)
Filed 2026-10-13
New England Professional Planning Group Inc.
DECREASED
Shares1,959 from 2,106
Change-147 (-7%)
Value$363.7K (-$35.9K)
Filed 2026-10-29
Lynch Investment Planning, LLC
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$363.7K (-$8.0K)
Filed 2026-10-27
Academy Capital Management
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$363.1K (-$8.0K)
Filed 2026-11-05
Leisure Capital Management
UNCHANGED
Shares1,951 from 1,951
Change0 (0%)
Value$362.2K (-$8.0K)
Filed 2026-11-03
Grant Private Wealth Management Inc
DECREASED
Shares1,940 from 3,709
Change-1,769 (-48%)
Value$360.2K (-$343.5K)
Filed 2026-10-19
Bullseye Investment Management, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$360.2K (-$7.9K)
Filed 2026-10-29
LightSquare Wealth Management, LLC
DECREASED
Shares1,937 from 1,940
Change-3 (0%)
Value$359.7K (-$8.4K)
Filed 2026-11-03
Greenwood Capital Associates LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$359.4K (-$7.9K)
Filed 2026-10-27
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,934 from 1,941
Change-7 (0%)
Value$359.1K (-$9.2K)
Filed 2026-11-02
Financial Security Advisor, Inc.
DECREASED
Shares1,929 from 2,813
Change-884 (-31%)
Value$358.1K (-$175.6K)
Filed 2026-11-03
Balentine LLC
DECREASED
Shares1,929 from 2,214
Change-285 (-13%)
Value$358.1K (-$61.9K)
Filed 2026-11-03
United Community Bank
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$356.8K (-$7.8K)
Filed 2026-10-28
Berman McAleer LLC
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$356.6K (-$7.8K)
Filed 2026-10-16
Oxler Private Wealth LLC
INCREASED
Shares1,917 from 1,912
Change+5 (+0%)
Value$355.8K (-$6.9K)
Filed 2026-10-21
Financial Council, LLC
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$354.8K (-$7.8K)
Filed 2026-11-02
Aletheian Wealth Advisors LLC
INCREASED
Shares1,908 from 1,868
Change+40 (+2%)
Value$354.2K (-$196)
Filed 2026-10-08
Affinity Capital Advisors, LLC
INCREASED
Shares1,906 from 1,669
Change+237 (+14%)
Value$354.5K (+$18.4K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,905 from 1,910
Change-5 (0%)
Value$353.7K (-$8.7K)
Filed 2026-10-13
Kooman & Associates
INCREASED
Shares1,888 from 1,864
Change+24 (+1%)
Value$350.5K (-$3.2K)
Filed 2026-10-21
Fermata Advisors, LLC
INCREASED
Shares1,879 from 1,638
Change+241 (+15%)
Value$348.8K (+$38.1K)
Filed 2026-10-13
NewSquare Capital LLC
INCREASED
Shares1,875 from 1,532
Change+343 (+22%)
Value$348.1K (+$57.4K)
Filed 2026-11-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares1,872 from 370
Change+1,502 (+406%)
Value$347.5K (+$277.3K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$347.2K (-$7.6K)
Filed 2026-11-02
LFG Wealth Partners, LLC
DECREASED
Shares1,869 from 1,871
Change-2 (0%)
Value$347.0K (-$8.1K)
Filed 2026-10-28
Aurora Private Wealth, Inc.
INCREASED
Shares1,869 from 1,868
Change+1 (+0%)
Value$347 (-$353.7K)
Filed 2026-10-20
AWM Capital, LLC
INCREASED
Shares1,861 from 1,153
Change+708 (+61%)
Value$345.6K (+$126.8K)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,859 from 984
Change+875 (+89%)
Value$345.2K (+$158.4K)
Filed 2026-10-30
Gilman Hill Asset Management, LLC
INCREASED
Shares1,858 from 1,659
Change+199 (+12%)
Value$344.9K (+$30.2K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares1,855 from 1,850
Change+5 (+0%)
Value$344.4K (-$6.7K)
Filed 2026-11-03
Abel Hall, LLC
INCREASED
Shares1,849 from 1,594
Change+255 (+16%)
Value$343.2K (+$40.8K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,836 from 1,826
Change+10 (+1%)
Value$340.8K (-$5.6K)
Filed 2026-10-15
Crown Wealth Group, LLC
DECREASED
Shares1,833 from 1,990
Change-157 (-8%)
Value$340.3K (-$37.3K)
Filed 2026-10-19
Vista Capital Partners, Inc.
INCREASED
Shares1,826 from 1,451
Change+375 (+26%)
Value$339.0K (+$63.7K)
Filed 2026-11-06
Stokes Capital Advisors, LLC
INCREASED
Shares1,825 from 1,575
Change+250 (+16%)
Value$338.8K (+$40.0K)
Filed 2026-10-09
Ridgecrest Wealth Partners, LLC
INCREASED
Shares1,825 from 1,669
Change+156 (+9%)
Value$338.8K (+$22.2K)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
DECREASED
Shares1,821 from 1,830
Change-9 (0%)
Value$333.7K (-$17.3K)
Filed 2026-10-09
Madson Wealth Advisors Inc
UNCHANGED
Shares1,821 from 1,821
Change0 (0%)
Value$338.1K (-$7.4K)
Filed 2026-10-13
Inman Jager Wealth Management, LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$336.2K (-$7.4K)
Filed 2026-11-05
Nolet Wealth Management, LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$336.1K (-$7.4K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
INCREASED
Shares1,810 from 1,801
Change+9 (+1%)
Value$336.0K (-$5.7K)
Filed 2026-11-06
Syverson Strege & Co
INCREASED
Shares1,810 from 1,808
Change+2 (+0%)
Value$336.0K (-$7.0K)
Filed 2026-11-02
Alpha Zero LLC
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$335.9K (-$15.7K)
Filed 2026-11-06
Plan Group Financial, LLC
INCREASED
Shares1,808 from 1,388
Change+420 (+30%)
Value$349.6K (+$86.2K)
Filed 2026-10-22
West Wealth Group, LLC
DECREASED
Shares1,801 from 1,831
Change-30 (-2%)
Value$334.3K (-$13.1K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$334.2K (-$7.3K)
Filed 2026-10-15
Motive Wealth Advisors
DECREASED
Shares1,799 from 1,815
Change-16 (-1%)
Value$334.0K (-$10.4K)
Filed 2026-10-26
JBR Co Financial Management Inc
UNCHANGED
Shares1,795 from 1,795
Change0 (0%)
Value$344.2K (+$3.7K)
Filed 2026-10-13
WD Rutherford LLC
DECREASED
Shares1,789 from 2,178
Change-389 (-18%)
Value$332.1K (-$81.1K)
Filed 2026-10-26
WealthPLAN Partners, LLC
INCREASED
Shares1,787 from 1,763
Change+24 (+1%)
Value$331.8K (-$2.7K)
Filed 2026-10-15
KG Capital Management
INCREASED
Shares1,783 from 1,492
Change+291 (+20%)
Value$331.0K (+$48.0K)
Filed 2026-10-15
Sierra Ocean, LLC
DECREASED
Shares1,779 from 1,858
Change-79 (-4%)
Value$330.2K (-$22.2K)
Filed 2026-11-03
Pembroke Management, LTD
INCREASED
Shares1,779 from 1,704
Change+75 (+4%)
Value$330.3K (+$7.0K)
Filed 2026-10-21
Stevens Capital Partners
NEW
Shares1,778
Change+1,778
Value$330.0K
Filed 2026-10-29
Taylor Financial Group, Inc.
DECREASED
Shares1,776 from 2,591
Change-815 (-31%)
Value$329.7K (-$161.9K)
Filed 2026-11-02
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$329.7K (-$7.2K)
Filed 2026-10-16
Abound Wealth Management
INCREASED
Shares1,771 from 1,672
Change+99 (+6%)
Value$328.7K (+$11.5K)
Filed 2026-10-26
Index Fund Advisors, Inc.
INCREASED
Shares1,767 from 1,546
Change+221 (+14%)
Value$328.1K (+$34.7K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$327.9K (-$7.2K)
Filed 2026-10-28
Hardworking Capital Advisors, LLC
NEW
Shares1,761
Change+1,761
Value$326.9K
Filed 2026-10-20
Advus Financial Partners, LLC
DECREASED
Shares1,754 from 1,806
Change-52 (-3%)
Value$325.7K (-$17.0K)
Filed 2026-10-20
McMill Wealth Management
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$325.4K (-$7.2K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares1,752 from 1,742
Change+10 (+1%)
Value$325.3K (-$5.3K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares1,750 from 2,022
Change-272 (-13%)
Value$324.9K (-$58.6K)
Filed 2026-10-09
Wespac Advisors, LLC
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$323.8K (-$7.1K)
Filed 2026-10-26
South Shore Capital Advisors
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$322.8K (-$7.1K)
Filed 2026-10-20
Quartz Partners, LLC
INCREASED
Shares1,738 from 1,650
Change+88 (+5%)
Value$322.6K (+$9.5K)
Filed 2026-11-03
Essential Planning, Llc.
DECREASED
Shares1,737 from 1,806
Change-69 (-4%)
Value$322.4K (-$20.2K)
Filed 2026-10-21
Aspire Private Capital, LLC
DECREASED
Shares1,734 from 1,871
Change-137 (-7%)
Value$321.9K (-$33.1K)
Filed 2026-11-05
Legacy Edge Advisors, LLC
DECREASED
Shares1,725 from 1,775
Change-50 (-3%)
Value$320.2K (-$16.5K)
Filed 2026-11-06
Strategy Asset Managers LLC
DECREASED
Shares1,720 from 6,624
Change-4,904 (-74%)
Value$319.3K (-$937.5K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$318.8K (-$7.0K)
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares1,709 from 1,475
Change+234 (+16%)
Value$317.3K (+$37.4K)
Filed 2026-10-30
Tanager Wealth Management LLP
DECREASED
Shares1,703 from 1,709
Change-6 (0%)
Value$316.2K (-$8.1K)
Filed 2026-10-19
Baring Financial LLC
INCREASED
Shares1,702 from 1,679
Change+23 (+1%)
Value$316.0K (-$2.7K)
Filed 2026-10-07
Gerber, LLC
INCREASED
Shares1,702 from 1,680
Change+22 (+1%)
Value$315.9K (-$2.9K)
Filed 2026-10-21
Decision Investments, Inc
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$315.0K (-$6.9K)
Filed 2026-10-07
Elmwood Wealth Management, Inc.
DECREASED
Shares1,696 from 1,759
Change-63 (-4%)
Value$314.9K (-$18.9K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$321.8K ($0)
Filed 2026-10-06
Balefire, LLC
DECREASED
Shares1,691 from 1,757
Change-66 (-4%)
Value$313.9K (-$19.5K)
Filed 2026-10-09
Torray Investment Partners LLC
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$313.6K (-$6.9K)
Filed 2026-10-30
Capstone Wealth Management, LLC
INCREASED
Shares1,686 from 1,196
Change+490 (+41%)
Value$313.0K (+$86.1K)
Filed 2026-11-02
Asempa Wealth Advisors
UNCHANGED
Shares1,683 from 1,683
Change0 (0%)
Value$311.4K (-$7.9K)
Filed 2026-10-07
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$311.9K (-$6.9K)
Filed 2026-10-09
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$311.0K (-$6.8K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
DECREASED
Shares1,671 from 1,721
Change-50 (-3%)
Value$310.2K (-$16.3K)
Filed 2026-10-26
Old Mission Investment Co LLC
INCREASED
Shares1,669 from 1,662
Change+7 (+0%)
Value$309.8K (-$5.6K)
Filed 2026-10-22
Lebenthal Global Advisors, LLC
DECREASED
Shares1,667 from 1,903
Change-236 (-12%)
Value$309.4K (-$51.7K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,665 from 1,442
Change+223 (+15%)
Value$309.1K (+$35.5K)
Filed 2026-10-20
Dakota Community Bank & Trust NA
INCREASED
Shares1,663 from 1,467
Change+196 (+13%)
Value$308.7K (+$30.4K)
Filed 2026-10-09
Cassia Capital Partners, LLC
INCREASED
Shares1,661 from 1,617
Change+44 (+3%)
Value$308.4K (+$1.6K)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,660 from 1,558
Change+102 (+7%)
Value$308.3K (+$12.6K)
Filed 2026-10-09
Solstein Capital, LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$307.8K (-$6.8K)
Filed 2026-11-02
Advisortrust Partners, LLC
DECREASED
Shares1,657 from 1,658
Change-1 (0%)
Value$307.6K (-$7.0K)
Filed 2026-11-02
Focused Wealth Management, Inc
INCREASED
Shares1,644 from 1,552
Change+92 (+6%)
Value$305.2K (+$10.8K)
Filed 2026-10-30
Nautilus Advisors LLC
INCREASED
Shares1,644 from 1,588
Change+56 (+4%)
Value$305.1K (-$6.0K)
Filed 2026-10-07
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares1,644 from 1,644
Change0 (0%)
Value$305.2K (-$6.7K)
Filed 2026-11-04
Gordian Advisors LLC
INCREASED
Shares1,641 from 1,638
Change+3 (+0%)
Value$304.6K (-$6.3K)
Filed 2026-10-30
Piedmont Capital Management, LLC
INCREASED
Shares1,636 from 1,568
Change+68 (+4%)
Value$303.7K (+$6.2K)
Filed 2026-10-21
Avion Wealth
DECREASED
Shares1,636 from 1,637
Change-1 (0%)
Value$303 (-$309.7K)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares1,633 from 1,629
Change+4 (+0%)
Value$303.2K (-$61.5K)
Filed 2026-10-28
Argus Investors' Counsel, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$302.6K (-$6.7K)
Filed 2026-10-09
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,625 from 1,612
Change+13 (+1%)
Value$301.7K (-$4.2K)
Filed 2026-10-22
Trust Co
INCREASED
Shares1,623 from 1,098
Change+525 (+48%)
Value$301.3K (+$93.0K)
Filed 2026-10-09
Opus Capital Group, LLC
INCREASED
Shares1,623 from 1,615
Change+8 (+1%)
Value$301 (-$305.7K)
Filed 2026-10-30
Accelerate Investment Advisors LLC
INCREASED
Shares1,620 from 1,583
Change+37 (+2%)
Value$300.8K (+$437)
Filed 2026-11-02
Collective Family Office LLC
DECREASED
Shares1,615 from 1,669
Change-54 (-3%)
Value$299.8K (-$16.8K)
Filed 2026-10-05
Precedent Wealth Partners, LLC
DECREASED
Shares1,610 from 2,876
Change-1,266 (-44%)
Value$299.0K (-$246.6K)
Filed 2026-10-21
Seed Wealth Management, Inc.
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$298.9K (-$6.6K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,608 from 1,584
Change+24 (+2%)
Value$298.5K (-$2.0K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,605 from 1,595
Change+10 (+1%)
Value$298 (-$302.7K)
Filed 2026-11-04
Bay Capital Advisors, LLC
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$297.4K (-$6.5K)
Filed 2026-10-16
Nadler Financial Group, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$297.0K (-$6.5K)
Filed 2026-10-23
Armstrong Henry H Associates Inc
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$296.7K (-$6.5K)
Filed 2026-10-07
Costello Asset Management, Inc
INCREASED
Shares1,595 from 1,584
Change+11 (+1%)
Value$296.1K (-$4.3K)
Filed 2026-10-30
Sather Financial Group Inc
INCREASED
Shares1,586 from 1,516
Change+70 (+5%)
Value$294.4K (+$6.8K)
Filed 2026-10-30
Independence Financial Advisors, LLC
INCREASED
Shares1,580 from 1,577
Change+3 (+0%)
Value$293.4K (-$5.9K)
Filed 2026-10-08
Leo Wealth, LLC
NEW
Shares1,579
Change+1,579
Value$293.1K
Filed 2026-10-26
Partners in Financial Planning
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$292.8K (-$6.4K)
Filed 2026-11-06
Innova Wealth Partners
DECREASED
Shares1,576 from 1,588
Change-12 (-1%)
Value$292.6K (-$8.7K)
Filed 2026-10-21
Nixon Peabody Trust Co
NEW
Shares1,572
Change+1,572
Value$291.8K
Filed 2026-10-23
Investors Research Corp
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$290.2K (-$6.4K)
Filed 2026-10-07
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,562 from 1,614
Change-52 (-3%)
Value$290.0K (-$16.2K)
Filed 2026-11-02
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$289.6K (-$6.4K)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
DECREASED
Shares1,557 from 1,572
Change-15 (-1%)
Value$289.1K (-$9.1K)
Filed 2026-10-13
CWS Financial Advisors, LLC
DECREASED
Shares1,552 from 1,562
Change-10 (-1%)
Value$288.0K (-$8.3K)
Filed 2026-10-16
Shah Wealth Advisors, LLC
NEW
Shares1,549
Change+1,549
Value$287.6K
Filed 2026-11-06
Clark Asset Management, LLC
DECREASED
Shares1,541 from 1,593
Change-52 (-3%)
Value$286.1K (-$16.2K)
Filed 2026-10-19
Windsor Capital Management, LLC
INCREASED
Shares1,540 from 1,539
Change+1 (+0%)
Value$285.8K (-$6.3K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares1,539 from 1,579
Change-40 (-3%)
Value$285.7K (-$13.9K)
Filed 2026-10-22
Legacy Financial Group, Inc.
INCREASED
Shares1,537 from 1,327
Change+210 (+16%)
Value$285.4K (+$33.7K)
Filed 2026-10-21
Syntax Research, Inc.
DECREASED
Shares1,536 from 1,839
Change-303 (-16%)
Value$285.2K (-$63.7K)
Filed 2026-11-04
Richard C. Young & Co., Ltd.
INCREASED
Shares1,532 from 1,530
Change+2 (+0%)
Value$284.4K (-$5.9K)
Filed 2026-11-04
Sicart Associates LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$296.5K (+$6.4K)
Filed 2026-10-29
Scissortail Wealth Management, LLC
INCREASED
Shares1,528 from 1,347
Change+181 (+13%)
Value$283.8K (+$28.1K)
Filed 2026-11-03
Global Wealth Strategies & Associates
INCREASED
Shares1,527 from 1,433
Change+94 (+7%)
Value$283.5K (+$11.6K)
Filed 2026-10-02
Financial Insights, Inc.
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$283.5K (-$6.2K)
Filed 2026-10-27
Phoenix Wealth Advisors
INCREASED
Shares1,523 from 1,213
Change+310 (+26%)
Value$282.7K (+$52.6K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,523 from 1,344
Change+179 (+13%)
Value$282.7K (+$27.7K)
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$282.2K (-$6.2K)
Filed 2026-10-19
Professional Advisory Services Inc
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$282 (-$6)
Filed 2026-10-08
Arlington Financial Advisors, LLC
INCREASED
Shares1,518 from 1,512
Change+6 (+0%)
Value$281.7K (-$5.1K)
Filed 2026-10-19
Private Management Group Inc
DECREASED
Shares1,517 from 1,631
Change-114 (-7%)
Value$281.6K (-$27.8K)
Filed 2026-11-04
Clean Yield Group
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$281.3K (-$6.2K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
DECREASED
Shares1,513 from 1,711
Change-198 (-12%)
Value$281.0K (-$43.7K)
Filed 2026-11-03
Saxon Interests, Inc.
DECREASED
Shares1,511 from 3,678
Change-2,167 (-59%)
Value$280.5K (-$417.3K)
Filed 2026-10-26
truNorth Financial Services, Inc.
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$280.6K (-$6.2K)
Filed 2026-11-06
Cross Staff Investments Inc
DECREASED
Shares1,506 from 1,599
Change-93 (-6%)
Value$279.6K (-$23.8K)
Filed 2026-10-22
True Link Financial Advisors, LLC
DECREASED
Shares1,506 from 1,512
Change-6 (0%)
Value$279.6K (-$7.3K)
Filed 2026-10-27
Realta Investment Advisors
INCREASED
Shares1,504 from 1,444
Change+60 (+4%)
Value$279.2K (+$5.2K)
Filed 2026-10-14
Altus Wealth Group LLC
DECREASED
Shares1,502 from 1,563
Change-61 (-4%)
Value$278.8K (-$17.7K)
Filed 2026-10-20
jvl associates llc
NEW
Shares1,500
Change+1,500
Value$278.5K
Filed 2026-10-09
Discipline Wealth Solutions, LLC
INCREASED
Shares1,500 from 1,485
Change+15 (+1%)
Value$278.5K (-$3.2K)
Filed 2026-10-14
Darrow Company, Inc.
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$278.1K (-$6.1K)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,477 from 1,439
Change+38 (+3%)
Value$274.2K (+$1.3K)
Filed 2026-10-13
Montz Harcus Wealth Management LLC
DECREASED
Shares1,476 from 1,641
Change-165 (-10%)
Value$274.0K (-$37.3K)
Filed 2026-10-09
Sage Investment Counsel LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$274.1K (-$6.0K)
Filed 2026-10-26
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$273.8K (-$6.0K)
Filed 2026-10-19
Evergreen Private Wealth LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$273.0K (-$6.0K)
Filed 2026-10-30
Element Pointe Advisors, LLC
INCREASED
Shares1,464 from 1,436
Change+28 (+2%)
Value$271.8K (-$629)
Filed 2026-10-21
TruNorth Capital Management, LLC
INCREASED
Shares1,460 from 1,236
Change+224 (+18%)
Value$271.0K (+$36.5K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares1,458 from 1,101
Change+357 (+32%)
Value$270.7K (+$61.8K)
Filed 2026-10-15
Townsend Asset Management Corp
INCREASED
Shares1,454 from 1,453
Change+1 (+0%)
Value$270.0K (-$5.6K)
Filed 2026-10-29
Mirador Capital Partners LP
DECREASED
Shares1,453 from 1,551
Change-98 (-6%)
Value$269.7K (-$24.6K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
DECREASED
Shares1,452 from 1,613
Change-161 (-10%)
Value$289.5K (-$16.5K)
Filed 2026-11-02
Retirement Investment Advisors, Inc.
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$269.6K (-$15.6K)
Filed 2026-10-22
Robinswood Financial LLC
INCREASED
Shares1,448 from 1,447
Change+1 (+0%)
Value$278.2K (+$3.6K)
Filed 2026-10-20
GLR Partners, LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$268.6K (-$5.9K)
Filed 2026-11-04
Ballew Advisors, Inc
DECREASED
Shares1,444 from 1,644
Change-200 (-12%)
Value$266.6K (-$60.9K)
Filed 2026-10-05
CPR Investments Inc.
INCREASED
Shares1,440 from 1,343
Change+97 (+7%)
Value$267.2K (+$12.4K)
Filed 2026-10-26
Breachway Investments LLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$267.0K (-$5.9K)
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares1,437 from 1,106
Change+331 (+30%)
Value$266.9K (+$57.0K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
DECREASED
Shares1,437 from 1,499
Change-62 (-4%)
Value$266.8K (-$17.7K)
Filed 2026-10-20
CrossGen Wealth, LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$266.8K (-$5.8K)
Filed 2026-10-30
Carl P. Sherr & Co., LLC
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$266.2K (-$5.9K)
Filed 2026-11-06
tru Independence LLC
INCREASED
Shares1,430 from 1,370
Change+60 (+4%)
Value$265.5K (+$5.5K)
Filed 2026-10-20
Members Wealth LLC
INCREASED
Shares1,424 from 1,373
Change+51 (+4%)
Value$256.7K (-$3.7K)
Filed 2026-10-20
Waystone Advisors LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$270.2K ($0)
Filed 2026-10-16
LongView Wealth Management
DECREASED
Shares1,416 from 1,451
Change-35 (-2%)
Value$262.9K (-$12.4K)
Filed 2026-10-19
Ariston Services Group
DECREASED
Shares1,412 from 1,663
Change-251 (-15%)
Value$262.1K (-$53.4K)
Filed 2026-10-16
Sutton Place Investors LLC
INCREASED
Shares1,410 from 1,156
Change+254 (+22%)
Value$261.8K (+$42.4K)
Filed 2026-10-20
Acorn Creek Capital LLC
INCREASED
Shares1,408 from 1,393
Change+15 (+1%)
Value$261.3K (-$2.9K)
Filed 2026-11-05
WoodTrust Financial Corp
DECREASED
Shares1,402 from 1,418
Change-16 (-1%)
Value$260 (-$268.7K)
Filed 2026-10-09
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$259.5K (-$5.7K)
Filed 2026-10-20
AAF Wealth Management, LLC
DECREASED
Shares1,396 from 1,781
Change-385 (-22%)
Value$259.2K (-$78.7K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
DECREASED
Shares1,395 from 2,159
Change-764 (-35%)
Value$259.0K (-$150.6K)
Filed 2026-10-22
Larry Mathis Financial Planning, LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$258.8K (-$5.7K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares1,392 from 1,396
Change-4 (0%)
Value$258.5K (-$6.4K)
Filed 2026-10-23
Eagle Rock Investment Company, LLC
DECREASED
Shares1,391 from 1,426
Change-35 (-2%)
Value$258.2K (-$12.3K)
Filed 2026-10-21
Strata Wealth Advisors, LLC
INCREASED
Shares1,390 from 1,365
Change+25 (+2%)
Value$258.1K (-$927)
Filed 2026-10-16
Arsenal Capital Advisors LLC
INCREASED
Shares1,384 from 1,377
Change+7 (+1%)
Value$257.0K (-$4.2K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares1,384 from 1,382
Change+2 (+0%)
Value$257.0K (-$5.1K)
Filed 2026-10-19
Smith Shellnut Wilson LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$256.8K (-$5.6K)
Filed 2026-10-21
Demars Financial Group, LLC
INCREASED
Shares1,378 from 1,341
Change+37 (+3%)
Value$255.7K (+$1.3K)
Filed 2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,375 from 1,410
Change-35 (-2%)
Value$255.4K (-$12.2K)
Filed 2026-11-04
Global View Capital Management LLC
INCREASED
Shares1,373 from 1,320
Change+53 (+4%)
Value$254.9K (+$4.5K)
Filed 2026-10-28
Guilbault Capital LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$254.2K (-$5.6K)
Filed 2026-10-28
Hoertkorn Richard Charles
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$253.4K (-$5.6K)
Filed 2026-11-04
Islay Capital Management, LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$251.2K (-$5.5K)
Filed 2026-10-20
Vestor Capital, LLC
DECREASED
Shares1,350 from 31,699
Change-30,349 (-96%)
Value$475 (-$4.7K)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$250.6K (-$5.5K)
Filed 2026-10-27
KFA Private Wealth Group, LLC
INCREASED
Shares1,349 from 1,241
Change+108 (+9%)
Value$250.6K (+$15.0K)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,348 from 1,289
Change+59 (+5%)
Value$250.2K (+$5.7K)
Filed 2026-11-04
Southern Michigan Bank & Trust
DECREASED
Shares1,347 from 1,355
Change-8 (-1%)
Value$250.1K (-$7.0K)
Filed 2026-10-19
Vilga Financial Planning LLC
DECREASED
Shares1,346 from 1,379
Change-33 (-2%)
Value$249.9K (-$11.8K)
Filed 2026-10-09
Southland Equity Partners LLC
DECREASED
Shares1,345 from 1,526
Change-181 (-12%)
Value$249.7K (-$39.8K)
Filed 2026-10-14
Asio Capital, LLC
NEW
Shares1,339
Change+1,339
Value$248.6K
Filed 2026-10-19
Integral Investment Advisors, Inc.
INCREASED
Shares1,337 from 1,336
Change+1 (+0%)
Value$248.2K (-$5.3K)
Filed 2026-11-03
Gutierrez Wealth Advisory, LLC
NEW
Shares1,330
Change+1,330
Value$246.9K
Filed 2026-11-02
David J Yvars Group
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$246.7K (-$5.3K)
Filed 2026-10-09
Human Investing LLC
INCREASED
Shares1,328 from 1,064
Change+264 (+25%)
Value$246.6K (+$44.7K)
Filed 2026-10-19
Crumly & Associates Inc.
INCREASED
Shares1,328 from 1,271
Change+57 (+4%)
Value$246.5K (+$5.4K)
Filed 2026-10-07
GenTrust, LLC
DECREASED
Shares1,327 from 1,447
Change-120 (-8%)
Value$246.4K (-$28.2K)
Filed 2026-11-06
Gradient Capital Advisors, LLC
INCREASED
Shares1,326 from 1,256
Change+70 (+6%)
Value$246.2K (+$7.9K)
Filed 2026-10-21
Seneca Financial Advisors LLC
INCREASED
Shares1,326 from 1,325
Change+1 (+0%)
Value$246.2K (-$5.2K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$246.2K (-$5.4K)
Filed 2026-10-09
Stewardship Concepts Financial Services LLC
DECREASED
Shares1,322 from 1,626
Change-304 (-19%)
Value$245.4K (-$63.1K)
Filed 2026-10-06
Columbia Advisory Partners LLC
INCREASED
Shares1,318 from 1,127
Change+191 (+17%)
Value$244.7K (+$30.9K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
NEW
Shares1,316
Change+1,316
Value$244.3K
Filed 2026-10-21
Counterpoint Mutual Funds LLC
NEW
Shares1,314
Change+1,314
Value$243.9K
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
NEW
Shares1,314
Change+1,314
Value$243.9K
Filed 2026-11-05
Community Bank of Raymore
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$243.8K (-$5.4K)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares1,310 from 132
Change+1,178 (+892%)
Value$259.9K (+$234.2K)
Filed 2026-11-05
Elser Financial Planning, Inc
INCREASED
Shares1,308 from 1,279
Change+29 (+2%)
Value$242.8K (+$165)
Filed 2026-10-16
Bright Financial Advisors, Inc.
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$242.8K (-$5.3K)
Filed 2026-10-23
Mainsail Asset Management, LLC
INCREASED
Shares1,307 from 1,079
Change+228 (+21%)
Value$239.5K (+$30.7K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares1,307 from 1,100
Change+207 (+19%)
Value$242.7K (+$34.0K)
Filed 2026-10-14
Financial Management Network Inc
INCREASED
Shares1,305 from 1,304
Change+1 (+0%)
Value$241.0K (-$11.4K)
Filed 2026-10-09
Key Client Fiduciary Advisors, LLC
DECREASED
Shares1,304 from 1,340
Change-36 (-3%)
Value$242.0K (-$12.2K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$240.7K (-$5.3K)
Filed 2026-10-23
Summa Corp.
NEW
Shares1,291
Change+1,291
Value$239.7K
Filed 2026-10-30
RAM Investment Partners, LLC
INCREASED
Shares1,288 from 1,204
Change+84 (+7%)
Value$239.1K (+$10.7K)
Filed 2026-10-21
ROI Financial Advisors, LLC
NEW
Shares1,287
Change+1,287
Value$239.0K
Filed 2026-10-19
Wealth Advisory Solutions, LLC
INCREASED
Shares1,286 from 1,223
Change+63 (+5%)
Value$238.7K (+$6.7K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares1,284 from 1,352
Change-68 (-5%)
Value$238.4K (-$18.1K)
Filed 2026-10-08
Rubicon Advisors, GP
INCREASED
Shares1,278 from 1,211
Change+67 (+6%)
Value$237.3K (+$7.5K)
Filed 2026-10-23
Commons Capital, LLC
INCREASED
Shares1,276 from 1,275
Change+1 (+0%)
Value$236.9K (-$5.0K)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$236.5K (-$5.2K)
Filed 2026-10-20
Alchemi Wealth, LLC
INCREASED
Shares1,273 from 1,191
Change+82 (+7%)
Value$236.3K (+$10.3K)
Filed 2026-11-04
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$236.1K (-$5.2K)
Filed 2026-10-19
Encompass More Asset Management
INCREASED
Shares1,270 from 1,190
Change+80 (+7%)
Value$235.7K (+$9.8K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
NEW
Shares1,266
Change+1,266
Value$234.9K
Filed 2026-10-20
Sage Rhino Capital LLC
DECREASED
Shares1,253 from 1,260
Change-7 (-1%)
Value$232.6K (-$6.4K)
Filed 2026-10-28
Violich Capital Management, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$232.1K (-$5.1K)
Filed 2026-10-05
Advisory Solutions Group, LLC
NEW
Shares1,246
Change+1,246
Value$231.4K
Filed 2026-10-14
DeLarme Wealth Management, Inc.
INCREASED
Shares1,245 from 1,140
Change+105 (+9%)
Value$231.1K (+$14.9K)
Filed 2026-10-30
Harrell Investment Partners, LLC
INCREASED
Shares1,243 from 1,241
Change+2 (+0%)
Value$230.8K (-$4.6K)
Filed 2026-10-15
Vision Capital Management, Inc.
DECREASED
Shares1,239 from 1,474
Change-235 (-16%)
Value$230.0K (-$49.6K)
Filed 2026-10-20
Fairfield Financial Advisors, LTD
NEW
Shares1,238
Change+1,238
Value$229.9K
Filed 2026-10-14
Beacon Financial Advisory LLC
NEW
Shares1,237
Change+1,237
Value$229.6K
Filed 2026-10-16
Firestone Capital Management
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$229.5K (-$5.0K)
Filed 2026-11-03
RVW Wealth, LLC
INCREASED
Shares1,232 from 1,109
Change+123 (+11%)
Value$228.8K (+$18.4K)
Filed 2026-10-06
Noesis Capital Mangement Corp
DECREASED
Shares1,231 from 1,351
Change-120 (-9%)
Value$228.5K (-$27.8K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$228.5K (-$5.0K)
Filed 2026-10-23
Atlatl Advisers LLC
DECREASED
Shares1,222 from 1,246
Change-24 (-2%)
Value$226.9K (-$9.5K)
Filed 2026-10-22
Financial Management Professionals, Inc.
INCREASED
Shares1,221 from 1,171
Change+50 (+4%)
Value$226.7K (+$4.5K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$226.5K (-$5.0K)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$225.6K (-$5.0K)
Filed 2026-10-28
Redwood Family Wealth LLC
DECREASED
Shares1,214 from 1,221
Change-7 (-1%)
Value$225.4K (-$6.3K)
Filed 2026-10-20
Client 1ST Advisory Group, LLC
DECREASED
Shares1,206 from 1,291
Change-85 (-7%)
Value$223.9K (-$21.0K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
DECREASED
Shares1,204 from 1,245
Change-41 (-3%)
Value$223.5K (-$12.7K)
Filed 2026-10-19
Churchill Financial Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$222.8K (-$4.9K)
Filed 2026-10-20
Single Point Partners, LLC
DECREASED
Shares1,199 from 1,769
Change-570 (-32%)
Value$222.9K (-$112.7K)
Filed 2026-10-19
Holos Integrated Wealth LLC
INCREASED
Shares1,196 from 1,094
Change+102 (+9%)
Value$229.8K (+$10.0K)
Filed 2026-10-23
Maia Wealth LLC
DECREASED
Shares1,192 from 1,320
Change-128 (-10%)
Value$221.4K (-$29.1K)
Filed 2026-10-19
RBA Wealth Management, LLC
NEW
Shares1,189
Change+1,189
Value$220.7K
Filed 2026-10-28
J.M. Arbour, LLC
DECREASED
Shares1,188 from 1,303
Change-115 (-9%)
Value$220.6K (-$26.7K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares1,186 from 853
Change+333 (+39%)
Value$220.1K (+$58.2K)
Filed 2026-10-29
Towercrest Capital Management
INCREASED
Shares1,181 from 1,120
Change+61 (+5%)
Value$219.3K (+$6.8K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$219.3K (-$4.8K)
Filed 2026-10-30
Chiron Capital Management, LLC
DECREASED
Shares1,176 from 1,179
Change-3 (0%)
Value$218.3K (-$5.4K)
Filed 2026-10-15
BOS Asset Management, LLC
DECREASED
Shares1,175 from 1,198
Change-23 (-2%)
Value$218.1K (-$9.2K)
Filed 2026-10-09
Affiance Financial, LLC
DECREASED
Shares1,170 from 1,354
Change-184 (-14%)
Value$217.3K (-$39.6K)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,169 from 1,167
Change+2 (+0%)
Value$217.0K (-$4.4K)
Filed 2026-10-16
PMG Family Office LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$216.8K (-$4.8K)
Filed 2026-10-19
Mokosak Advisory Group, LLC
NEW
Shares1,167
Change+1,167
Value$216.7K
Filed 2026-10-20
Intergy Private Wealth, LLC
DECREASED
Shares1,167 from 1,235
Change-68 (-6%)
Value$216.7K (-$17.7K)
Filed 2026-10-16
Redwood Financial Network Corp
INCREASED
Shares1,167 from 1,164
Change+3 (+0%)
Value$216.7K (-$4.2K)
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
DECREASED
Shares1,166 from 1,273
Change-107 (-8%)
Value$216.5K (-$25.1K)
Filed 2026-11-03
Johnson Bixby & Associates, LLC
DECREASED
Shares1,166 from 1,168
Change-2 (0%)
Value$216.5K (-$5.1K)
Filed 2026-10-14
Isthmus Partners, LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$216.5K (-$4.8K)
Filed 2026-10-21
North Point Portfolio Managers Corp
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$216.5K (-$4.8K)
Filed 2026-10-07
Acorn Financial Advisory Services Inc
INCREASED
Shares1,165 from 1,164
Change+1 (+0%)
Value$216.5K (-$4.4K)
Filed 2026-11-02
Gratus Wealth Advisors, LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$215.4K (-$4.7K)
Filed 2026-10-26
Downshift Financial, LLC
INCREASED
Shares1,159 from 1,134
Change+25 (+2%)
Value$215.2K (+$14)
Filed 2026-10-13
O'Brien Greene & Co. Inc
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$215.2K (-$4.7K)
Filed 2026-11-05
Vaughan David Investments LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$215 (-$219.8K)
Filed 2026-11-05
Schorn Wealth LLC
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$214.6K (-$4.7K)
Filed 2026-10-14
Atwater Malick LLC
INCREASED
Shares1,155 from 1,066
Change+89 (+8%)
Value$214.4K (+$12.2K)
Filed 2026-10-15
Quantum Financial Partners LLC
DECREASED
Shares1,154 from 1,328
Change-174 (-13%)
Value$214.2K (-$37.6K)
Filed 2026-10-19
Hobart Private Capital, LLC
NEW
Shares1,149
Change+1,149
Value$213.3K
Filed 2026-10-19
Braeburn Wealth Management LLC
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$212.9K (-$4.7K)
Filed 2026-10-15
Smith Thornton Advisors LLC
DECREASED
Shares1,146 from 1,148
Change-2 (0%)
Value$212.8K (-$12.7K)
Filed 2026-10-16
Smart Wealth LLC
DECREASED
Shares1,145 from 1,947
Change-802 (-41%)
Value$212.6K (-$156.9K)
Filed 2026-11-04
Vista Investment Partners II, LLC
DECREASED
Shares1,145 from 1,249
Change-104 (-8%)
Value$212.5K (-$24.5K)
Filed 2026-10-15
Cpwa, LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$213.4K (-$3.4K)
Filed 2026-11-04
Omega Financial Group, LLC
INCREASED
Shares1,142 from 1,138
Change+4 (+0%)
Value$212.0K (-$3.9K)
Filed 2026-10-29
Gibson Capital, LLC
NEW
Shares1,140
Change+1,140
Value$211.6K
Filed 2026-10-23
A4 Wealth Advisors LLC
DECREASED
Shares1,140 from 2,918
Change-1,778 (-61%)
Value$211.7K (-$342.0K)
Filed 2026-10-20
Bridgelight Financial Advisors, Inc.
INCREASED
Shares1,138 from 1,134
Change+4 (+0%)
Value$211.2K (-$3.9K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares1,136 from 1,049
Change+87 (+8%)
Value$210.9K (+$11.9K)
Filed 2026-10-20
MinichMacGregor Wealth Management, LLC
INCREASED
Shares1,136 from 1,088
Change+48 (+4%)
Value$210.9K (+$4.5K)
Filed 2026-10-14
First Business Financial Services, Inc.
NEW
Shares1,134
Change+1,134
Value$210.5K
Filed 2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$209.9K (-$4.6K)
Filed 2026-10-20
Meridian Financial Partners LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$211.4K (-$10.1K)
Filed 2026-10-23
First United Bank & Trust
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$209.2K (-$4.6K)
Filed 2026-10-22
Powers Advisory Group, LLC
INCREASED
Shares1,125 from 1,076
Change+49 (+5%)
Value$208.9K (+$4.8K)
Filed 2026-10-14
Renasant Bank
DECREASED
Shares1,125 from 1,129
Change-4 (0%)
Value$208.9K (-$5.3K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$208.8K (-$4.6K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
NEW
Shares1,124
Change+1,124
Value$208.7K
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,121 from 1,136
Change-15 (-1%)
Value$206.7K (-$8.9K)
Filed 2026-10-09
Navigoe, LLC
INCREASED
Shares1,120 from 1,118
Change+2 (+0%)
Value$207 (-$211.8K)
Filed 2026-11-04
Brighton Securities Corp.
NEW
Shares1,116
Change+1,116
Value$207.3K
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$206.8K (-$4.5K)
Filed 2026-10-29
Melfa Wealth Management, Inc.
NEW
Shares1,112
Change+1,112
Value$206.4K
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares1,107 from 748
Change+359 (+48%)
Value$205.5K (+$63.6K)
Filed 2026-11-03
Norris Perne & French LLP
DECREASED
Shares1,106 from 1,555
Change-449 (-29%)
Value$205.3K (-$89.7K)
Filed 2026-10-23
Willner & Heller, LLC
DECREASED
Shares1,105 from 1,189
Change-84 (-7%)
Value$205.1K (-$20.5K)
Filed 2026-10-28
Power Wealth Management LLC
INCREASED
Shares1,105 from 1,056
Change+49 (+5%)
Value$205.1K (+$4.8K)
Filed 2026-10-27
Bestgate Wealth Advisors, LLC
NEW
Shares1,104
Change+1,104
Value$204.9K
Filed 2026-10-13
Altar Rock LLC
NEW
Shares1,104
Change+1,104
Value$205.3K
Filed 2026-11-06
American Capital Advisory, LLC
INCREASED
Shares1,102 from 1,095
Change+7 (+1%)
Value$204.6K (-$3.2K)
Filed 2026-10-28
AGP Franklin, LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$204.0K (-$4.5K)
Filed 2026-11-04
Barings LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$204.0K (-$4.5K)
Filed 2026-10-22
Grey Fox Wealth Advisors, LLC
NEW
Shares1,097
Change+1,097
Value$203.6K
Filed 2026-11-03
Walled Lake Planning & Wealth Management, LLC
NEW
Shares1,097
Change+1,097
Value$203.6K
Filed 2026-10-29
Cultivar Capital, Inc.
DECREASED
Shares1,094 from 1,204
Change-110 (-9%)
Value$203.1K (-$25.3K)
Filed 2026-10-14
Great Waters Wealth Management
NEW
Shares1,092
Change+1,092
Value$202.7K
Filed 2026-10-07
Outlook Wealth Advisors, LLC
DECREASED
Shares1,092 from 1,188
Change-96 (-8%)
Value$202.7K (-$22.7K)
Filed 2026-10-28
Doliver Advisors, LP
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$202.5K (-$4.5K)
Filed 2026-10-01
Centennial Wealth Advisory LLC
DECREASED
Shares1,088 from 1,117
Change-29 (-3%)
Value$201.9K (-$10.0K)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares1,088 from 1,090
Change-2 (0%)
Value$210.3K (-$2.1K)
Filed 2026-10-21
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$201 (-$205.8K)
Filed 2026-10-27
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares1,084
Change+1,084
Value$201.2K
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares1,084 from 1,079
Change+5 (+0%)
Value$201.2K (-$3.5K)
Filed 2026-10-20
Tucker Asset Management LLC
INCREASED
Shares1,082 from 1,070
Change+12 (+1%)
Value$200.9K (-$2.1K)
Filed 2026-10-29
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$200.9K (-$4.4K)
Filed 2026-11-05
GSG Advisors LLC
NEW
Shares1,081
Change+1,081
Value$200.7K
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$200.7K (-$4.4K)
Filed 2026-10-07
Cardinal Point Capital Management ULC
DECREASED
Shares1,080 from 1,100
Change-20 (-2%)
Value$200.5K (-$8.2K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares1,070
Change+1,070
Value$198.6K
Filed 2026-10-27
Albion Financial Group
INCREASED
Shares1,066 from 1,062
Change+4 (+0%)
Value$197.9K (-$3.6K)
Filed 2026-10-21
State of Wyoming
DECREASED
Shares1,063 from 1,164
Change-101 (-9%)
Value$197.3K (-$23.5K)
Filed 2026-10-28
Toth Financial Advisory Corp
INCREASED
Shares1,061 from 909
Change+152 (+17%)
Value$197.0K (+$24.5K)
Filed 2026-10-08
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$196.8K (-$4.3K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares1,055 from 934
Change+121 (+13%)
Value$195.8K (+$18.7K)
Filed 2026-11-05
Morton Brown Family Wealth, LLC
DECREASED
Shares1,044 from 1,072
Change-28 (-3%)
Value$193.8K (-$9.5K)
Filed 2026-10-23
Elite Life Management LLC
INCREASED
Shares1,044 from 1,039
Change+5 (+0%)
Value$200.3K (-$30.7K)
Filed 2026-11-06
Financially Speaking Inc
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$190.7K (-$7.4K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,001 from 991
Change+10 (+1%)
Value$185.8K (-$2.2K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares994 from 860
Change+134 (+16%)
Value$184.6K (+$21.4K)
Filed 2026-10-14
Financial Freedom, LLC
DECREASED
Shares983 from 1,498
Change-515 (-34%)
Value$182.6K (-$101.7K)
Filed 2026-11-06
Addison Advisors LLC
DECREASED
Shares983 from 997
Change-14 (-1%)
Value$182.5K (-$6.7K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares963 from 967
Change-4 (0%)
Value$178.8K (-$6.7K)
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares958 from 906
Change+52 (+6%)
Value$177.9K (+$6.0K)
Filed 2026-10-27
Essential Partners LLC
INCREASED
Shares930 from 923
Change+7 (+1%)
Value$172.7K (-$2.5K)
Filed 2026-10-14
Madden Securities Corp
NEW
Shares916
Change+916
Value$170.1K
Filed 2026-10-27
True Wealth Design, LLC
INCREASED
Shares916 from 728
Change+188 (+26%)
Value$170.1K (+$31.9K)
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares891 from 826
Change+65 (+8%)
Value$177.6K (+$20.9K)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$165.2K (-$3.6K)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
DECREASED
Shares878 from 2,320
Change-1,442 (-62%)
Value$163.0K (-$277.2K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
DECREASED
Shares864 from 919
Change-55 (-6%)
Value$160.3K (-$14.0K)
Filed 2026-10-28
Miller Global Investments, LLC
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$157.6K (-$3.5K)
Filed 2026-10-02
Rothwell Investment Advisors, LLC
NEW
Shares840
Change+840
Value$155.9K
Filed 2026-11-06
Bayban
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$159.2K ($0)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$155.7K (-$3.4K)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares823 from 791
Change+32 (+4%)
Value$152.8K (+$2.8K)
Filed 2026-10-27
Kozak & Associates, Inc.
INCREASED
Shares816 from 813
Change+3 (+0%)
Value$159.7K (+$3.8K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
INCREASED
Shares810 from 779
Change+31 (+4%)
Value$150.4K (+$2.5K)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$146.7K (-$3.2K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares785 from 564
Change+221 (+39%)
Value$145.7K (+$38.7K)
Filed 2026-10-15
Reap Financial Group, LLC
DECREASED
Shares782 from 812
Change-30 (-4%)
Value$145.1K (-$9.0K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares772 from 734
Change+38 (+5%)
Value$143.3K (+$4.1K)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares762 from 753
Change+9 (+1%)
Value$141.4K (-$1.5K)
Filed 2026-10-02
Vision Financial Markets LLC
DECREASED
Shares755 from 900
Change-145 (-16%)
Value$139.3K (-$33.1K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares751 from 2,290
Change-1,539 (-67%)
Value$139.4K (-$295.2K)
Filed 2026-10-14
Markowski Investments
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$135.6K (-$2.9K)
Filed 2026-10-30
CGC Financial Services, LLC
DECREASED
Shares724 from 750
Change-26 (-3%)
Value$134.4K (-$7.9K)
Filed 2026-10-13
William Mack & Associates, Inc.
NEW
Shares700
Change+700
Value$130.0K
Filed 2026-10-27
University of Texas S AM Investment Management Co
INCREASED
Shares693 from 436
Change+257 (+59%)
Value$128.7K (+$45.9K)
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$128.3K (-$2.8K)
Filed 2026-10-16
Bank & Trust Co
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$128.3K (-$2.8K)
Filed 2026-10-07
Valued Wealth Advisors LLC
INCREASED
Shares687 from 676
Change+11 (+2%)
Value$127.5K (-$698)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares682 from 708
Change-26 (-4%)
Value$126.6K (-$7.7K)
Filed 2026-11-04
Richardson Financial Services Inc.
DECREASED
Shares675 from 682
Change-7 (-1%)
Value$125.3K (-$4.1K)
Filed 2026-10-30
Entrust Financial LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$124.0K (-$2.7K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
INCREASED
Shares661 from 648
Change+13 (+2%)
Value$122.7K (-$277)
Filed 2026-10-15
Vaquero Private Wealth, LTD
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$122.2K (-$2.7K)
Filed 2026-10-27
Centerpoint Advisors, LLC
INCREASED
Shares635 from 471
Change+164 (+35%)
Value$118 (-$88.9K)
Filed 2026-11-05
Louisbourg Investments Inc.
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$117.9K (-$2.6K)
Filed 2026-10-20
Paladin Partners, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$116.6K (-$2.6K)
Filed 2026-10-06
RHL Group, LLC
INCREASED
Shares587 from 585
Change+2 (+0%)
Value$109.0K (-$2.2K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED
Shares573 from 572
Change+1 (+0%)
Value$113.2K (+$1.8K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares567
Change+567
Value$105.3K
Filed 2026-10-19
KFG LLC
NEW
Shares553
Change+553
Value$102.7K
Filed 2026-11-02
J.Safra Asset Management Corp
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$102.7K (-$2.3K)
Filed 2026-11-03
Old Second National Bank of Aurora
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$100.8K (-$2.2K)
Filed 2026-10-22
Kimelman & Baird, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$99.7K (-$2.2K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
DECREASED
Shares535 from 539
Change-4 (-1%)
Value$99.3K (-$2.9K)
Filed 2026-10-21
Joseph Group Capital Management
INCREASED
Shares528 from 385
Change+143 (+37%)
Value$98.0K (+$25.0K)
Filed 2026-11-04
Putney Financial Group LLC
NEW
Shares526
Change+526
Value$97.7K
Filed 2026-10-30
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares522 from 558
Change-36 (-6%)
Value$96.9K (-$9.0K)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$95.1K (-$2.1K)
Filed 2026-11-03
IFS Advisors, LLC
INCREASED
Shares503 from 32
Change+471 (+1472%)
Value$93.4K (+$87.3K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares477 from 306
Change+171 (+56%)
Value$88.6K (+$30.5K)
Filed 2026-10-20
Mosley Wealth Management
DECREASED
Shares469 from 492
Change-23 (-5%)
Value$87.7K (-$5.7K)
Filed 2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares457
Change+457
Value$84.8K
Filed 2026-10-14
Raleigh Capital Management Inc.
DECREASED
Shares436 from 567
Change-131 (-23%)
Value$80.9K (-$26.7K)
Filed 2026-10-28
Birchbrook, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$78.9K (-$1.7K)
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares419 from 251
Change+168 (+67%)
Value$77.5K (+$29.4K)
Filed 2026-10-27
Accordant Advisory Group Inc
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$76.5K (-$1.7K)
Filed 2026-10-29
Nvwm, LLC
INCREASED
Shares392 from 54
Change+338 (+626%)
Value$72.8K (+$62.5K)
Filed 2026-10-14
Burkett Financial Services, LLC
NEW
Shares391
Change+391
Value$72.6K
Filed 2026-10-01
Hurley Capital, LLC
DECREASED
Shares380 from 433
Change-53 (-12%)
Value$70.6K (-$11.6K)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
DECREASED
Shares354 from 812
Change-458 (-56%)
Value$65.7K (-$88.3K)
Filed 2026-10-28
Beacon Financial Strategies Corp
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$65.0K (-$1.4K)
Filed 2026-10-14
PFS Partners, LLC
INCREASED
Shares349 from 348
Change+1 (+0%)
Value$64.7K (-$1.3K)
Filed 2026-10-21
Goodman Advisory Group, LLC
NEW
Shares346
Change+346
Value$64.2K
Filed 2026-11-02
Hoese & Co LLP
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$63.5K (-$1.4K)
Filed 2026-10-21
Main Street Group, LTD
DECREASED
Shares340 from 2,304
Change-1,964 (-85%)
Value$63.1K (-$374.0K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares326 from 325
Change+1 (+0%)
Value$60.4K (-$1.2K)
Filed 2026-10-26
Monetary Solutions, Ltd
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$60.2K (-$1.3K)
Filed 2026-10-22
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$59.4K (-$1.3K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED
Shares308 from 150
Change+158 (+105%)
Value$57.2K (+$28.7K)
Filed 2026-10-15
10Elms LLP
INCREASED
Shares308 from 251
Change+57 (+23%)
Value$57.2K (+$9.6K)
Filed 2026-11-06
Team Financial Group, LLC
NEW
Shares292
Change+292
Value$54.1K
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares290 from 876
Change-586 (-67%)
Value$54 (-$165.9K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares290 from 151
Change+139 (+92%)
Value$53.9K (+$25.3K)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
INCREASED
Shares254 from 113
Change+141 (+125%)
Value$47.2K (+$25.7K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares248 from 242
Change+6 (+2%)
Value$46.0K (+$126)
Filed 2026-10-14
Peck Wealth Management, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$45.5K (-$1.0K)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
NEW
Shares240
Change+240
Value$44.6K
Filed 2026-11-05
High Point Wealth Management, LLC
INCREASED
Shares235 from 160
Change+75 (+47%)
Value$43.7K (+$13.3K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares234
Change+234
Value$44
Filed 2026-10-02
Gleason Group, Inc.
INCREASED
Shares227 from 226
Change+1 (+0%)
Value$42.2K (-$762)
Filed 2026-10-15
Midwest Capital Advisors, LLC
NEW
Shares225
Change+225
Value$41.8K
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares223
Change+223
Value$41.4K
Filed 2026-10-29
Dorato Capital Management
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$39.7K (-$3.4K)
Filed 2026-10-08
Pacific Center for Financial Services
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$39.5K (-$869)
Filed 2026-10-15
Access Investment Management LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$39.2K (-$861)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$39.0K (-$856)
Filed 2026-10-09
Friedenthal Financial
NEW
Shares201
Change+201
Value$37.3K
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
DECREASED
Shares201 from 241
Change-40 (-17%)
Value$37.3K (-$8.4K)
Filed 2026-11-03
RMG Wealth Management LLC
INCREASED
Shares190 from 189
Change+1 (+1%)
Value$36.5K (-$5.7K)
Filed 2026-10-26
Coston, McIsaac & Partners
INCREASED
Shares181 from 180
Change+1 (+1%)
Value$33.6K (-$370)
Filed 2026-11-06
Clark Wealth Partners
INCREASED
Shares179 from 168
Change+11 (+7%)
Value$33.3K (+$1.4K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$33.2K (-$731)
Filed 2026-10-09
Horrell Capital Management, Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$32.9K (-$722)
Filed 2026-10-08
Carolina Wealth Advisors, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$31.6K (-$693)
Filed 2026-10-23
Curat Global, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$31.6K (-$693)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares168 from 141
Change+27 (+19%)
Value$31.2K (+$4.4K)
Filed 2026-11-03
Aspect Partners, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$30.6K (-$673)
Filed 2026-10-20
Elevated Capital Advisors, LLC
DECREASED
Shares163 from 777
Change-614 (-79%)
Value$30.3K (-$117.0K)
Filed 2026-11-04
Fairway Wealth LLC
NEW
Shares162
Change+162
Value$30.1K
Filed 2026-10-30
Marquette Asset Management, LLC
INCREASED
Shares162 from 157
Change+5 (+3%)
Value$30.1K (+$288)
Filed 2026-10-09
Torren Management, LLC
INCREASED
Shares160 from 60
Change+100 (+167%)
Value$29.7K (+$18.3K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$29.0K (-$637)
Filed 2026-10-23
Redwood Park Advisors LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$28.8K (-$565)
Filed 2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$28.7K (+$78)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares144 from 79
Change+65 (+82%)
Value$26.7K (+$11.7K)
Filed 2026-11-05
Bare Financial Services, Inc
DECREASED
Shares143 from 144
Change-1 (-1%)
Value$26.5K (-$773)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares141 from 140
Change+1 (+1%)
Value$26.1K (-$477)
Filed 2026-11-03
Sfam, LLC
DECREASED
Shares135 from 174
Change-39 (-22%)
Value$25.0K (-$8.0K)
Filed 2026-11-03
Proathlete Wealth Management LLC
NEW
Shares131
Change+131
Value$24.3K
Filed 2026-10-15
One River Asset Management, LLC
DECREASED
Shares131 from 923
Change-792 (-86%)
Value$24.3K (-$150.8K)
Filed 2026-10-21
Trellis Wealth Advisors LLC
NEW
Shares125
Change+125
Value$23.2K
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares125
Change+125
Value$23.2K
Filed 2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$22.8K (-$502)
Filed 2026-10-27
Activest Wealth Management
INCREASED
Shares122 from 81
Change+41 (+51%)
Value$22.6K (+$7.3K)
Filed 2026-10-15
Fortis Group Advisors, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$22.6K (-$498)
Filed 2026-11-06
Davis Capital Management
INCREASED
Shares114 from 76
Change+38 (+50%)
Value$21.2K (+$6.7K)
Filed 2026-10-08
Jefferies Financial Group Inc.
DECREASED
Shares112 from 345,492
Change-345,380 (-100%)
Value$20.8K (-$65.5M)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$20.4K (-$449)
Filed 2026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares107 from 126
Change-19 (-15%)
Value$19.9K (-$4.0K)
Filed 2026-10-21
Montgomery Financial Services LLC
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$19.8K (-$361)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$19.7K (-$433)
Filed 2026-10-14
CKW Financial Group
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$19 (-$20.0K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 188
Change-88 (-47%)
Value$18.6K (-$17.1K)
Filed 2026-10-26
SRH Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.6K (-$408)
Filed 2026-10-22
Collier Financial
INCREASED
Shares97 from 96
Change+1 (+1%)
Value$18.0K (-$329)
Filed 2026-11-06
Align Financial, LLC
INCREASED
Shares91 from 74
Change+17 (+23%)
Value$16.9K (+$2.9K)
Filed 2026-10-16
Bayforest Capital Ltd
NEW
Shares88
Change+88
Value$16.3K
Filed 2026-11-03
Decker Retirement Planning Inc.
DECREASED
Shares88 from 102
Change-14 (-14%)
Value$16.3K (-$3.0K)
Filed 2026-10-19
Breakwater Investment Management
INCREASED
Shares86 from 81
Change+5 (+6%)
Value$16.0K (+$597)
Filed 2026-10-20
Thompson Investment Management, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$16.0K (-$351)
Filed 2026-10-14
Signature Resources Capital Management, LLC
INCREASED
Shares84 from 77
Change+7 (+9%)
Value$15.6K (+$986)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
INCREASED
Shares79 from 7
Change+72 (+1029%)
Value$14.7K (+$13.3K)
Filed 2026-10-29
Mainstream Capital Management LLC
NEW
Shares77
Change+77
Value$14.3K
Filed 2026-10-23
Prudent Man Investment Management, Inc.
NEW
Shares76
Change+76
Value$14.1K
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$14.1K (-$310)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares73 from 83
Change-10 (-12%)
Value$13.6K (-$2.1K)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
NEW
Shares70
Change+70
Value$13
Filed 2026-10-22
Fiduciary Advisors, Inc.
INCREASED
Shares70 from 18
Change+52 (+289%)
Value$13.0K (+$9.6K)
Filed 2026-10-16
St. Johns Investment Management Company, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$12.4K (-$273)
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$11.1K (-$245)
Filed 2026-10-26
Vima LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$11.1K (-$245)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares55 from 32
Change+23 (+72%)
Value$10.2K (+$4.1K)
Filed 2026-10-07
Portfolio Resources Advisor Group, Inc.
NEW
Shares50
Change+50
Value$9.3K
Filed 2026-10-20
Eukles Asset Management
DECREASED
Shares40 from 46
Change-6 (-13%)
Value$7.4K (-$1.3K)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$6.5K (-$143)
Filed 2026-10-01
PayPay Securities Corp
DECREASED
Shares34 from 37
Change-3 (-8%)
Value$6.3K (-$708)
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$6.1K (-$135)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares32
Change+32
Value$5.9K
Filed 2026-10-05
Key Capital Management, Inc
DECREASED
Shares29 from 88
Change-59 (-67%)
Value$5.4K (-$11.3K)
Filed 2026-11-03
POM Investment Strategies, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.4K (-$118)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares23
Change+23
Value$4.3K
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares17 from 114
Change-97 (-85%)
Value$3.2K (-$18.5K)
Filed 2026-10-28
Peterson Wealth Services
DECREASED
Shares17 from 65
Change-48 (-74%)
Value$3.1K (-$9.3K)
Filed 2026-10-26
Phillip James Consulting Co.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.2K (-$69)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares11
Change+11
Value$2.0K
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares10
Change+10
Value$1.9K
Filed 2026-10-28
Fairman Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.5K (-$33)
Filed 2026-10-26
3 Factor Indexing, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$929 (-$20)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
DECREASED
Shares4 from 15
Change-11 (-73%)
Value$778 (-$2.1K)
Filed 2026-11-02
NorthAvenue LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$743 (-$16)
Filed 2026-10-29
Maseco LLP
NEW
Shares2
Change+2
Value$371
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$372 (-$8)
Filed 2026-10-15
Rakuten Securities, Inc.
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$186 (-$383)
Filed 2026-11-02
Point Nemo Capital, LLC
NEW
Shares0
Change0
Value$81
Filed 2026-11-03
Diversified Trust Co
CLOSED
Shares0 from 63,306
Change-63,306 (-100%)
Value$0 (-$12.0M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 53,023
Change-53,023 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-05
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 50,123
Change-50,123 (-100%)
Value$0 (-$9.5M)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 39,062
Change-39,062 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-03
TD Private Client Wealth LLC
CLOSED
Shares0 from 30,783
Change-30,783 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-28
Money Concepts Capital Corp
CLOSED
Shares0 from 30,419
Change-30,419 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-06
Arrow Capital Pty Ltd
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-06
Evergreen Capital Management LLC
CLOSED
Shares0 from 21,309
Change-21,309 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-23
Imc-Chicago, LLC
CLOSED
Shares0 from 19,734
Change-19,734 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-05
Family Office Research LLC
CLOSED
Shares0 from 19,315
Change-19,315 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-14
St. Louis Financial Planners Asset Management, LLC
CLOSED
Shares0 from 18,187
Change-18,187 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-16
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 15,980
Change-15,980 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-16
Park Edge Advisors, LLC
CLOSED
Shares0 from 10,025
Change-10,025 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-28
Wealthstar Advisors, LLC
CLOSED
Shares0 from 9,622
Change-9,622 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 8,009
Change-8,009 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-27
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,747
Change-7,747 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 7,625
Change-7,625 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Check Capital Management Inc
CLOSED
Shares0 from 6,978
Change-6,978 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
BayBridge Capital Group, LLC
CLOSED
Shares0 from 3,780
Change-3,780 (-100%)
Value$0 (-$717.2K)
Filed 2026-10-13
Cynosure Group, LLC
CLOSED
Shares0 from 3,696
Change-3,696 (-100%)
Value$0 (-$701.2K)
Filed 2026-11-03
PCG Asset Management, LLC
CLOSED
Shares0 from 3,325
Change-3,325 (-100%)
Value$0 (-$630.9K)
Filed 2026-11-05
Waycross Partners, LLC
CLOSED
Shares0 from 3,151
Change-3,151 (-100%)
Value$0 (-$597.8K)
Filed 2026-11-03
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,085
Change-3,085 (-100%)
Value$0 (-$585.3K)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 2,864
Change-2,864 (-100%)
Value$0 (-$543.4K)
Filed 2026-11-02
Motley Fool Asset Management LLC
CLOSED
Shares0 from 2,781
Change-2,781 (-100%)
Value$0 (-$527.6K)
Filed 2026-10-27
Financial Solutions Advisory Group, Inc.
CLOSED
Shares0 from 2,419
Change-2,419 (-100%)
Value$0 (-$472.2K)
Filed 2026-10-28
Laurion Capital Management LP
CLOSED
Shares0 from 2,026
Change-2,026 (-100%)
Value$0 (-$384.4K)
Filed 2026-10-30
Matauro, LLC
CLOSED
Shares0 from 2,021
Change-2,021 (-100%)
Value$0 (-$383.4K)
Filed 2026-11-03
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,961
Change-1,961 (-100%)
Value$0 (-$372.1K)
Filed 2026-10-26
Accuvest Global Advisors
CLOSED
Shares0 from 1,942
Change-1,942 (-100%)
Value$0 (-$368.0K)
Filed 2026-11-04
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 1,874
Change-1,874 (-100%)
Value$0 (-$355.6K)
Filed 2026-10-20
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$347.3K)
Filed 2026-10-16
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,792
Change-1,792 (-100%)
Value$0 (-$340.0K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
CLOSED
Shares0 from 1,754
Change-1,754 (-100%)
Value$0 (-$332.8K)
Filed 2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
CLOSED
Shares0 from 1,743
Change-1,743 (-100%)
Value$0 (-$330.7K)
Filed 2026-10-29
Leslie Global Wealth, LLC
CLOSED
Shares0 from 1,714
Change-1,714 (-100%)
Value$0 (-$325.2K)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
CLOSED
Shares0 from 1,678
Change-1,678 (-100%)
Value$0 (-$318.4K)
Filed 2026-11-06
Capstone Capital Management Ltd
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$284.6K)
Filed 2026-10-21
Amarillo National Bank
CLOSED
Shares0 from 1,477
Change-1,477 (-100%)
Value$0 (-$280.2K)
Filed 2026-10-23
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$270.6K)
Filed 2026-11-02
Strategic Equity Management
CLOSED
Shares0 from 1,289
Change-1,289 (-100%)
Value$0 (-$244.5K)
Filed 2026-11-04
Graham Capital Wealth Management, LLC
CLOSED
Shares0 from 1,283
Change-1,283 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-26
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$234.1K)
Filed 2026-11-06
Navigate Wealth Management, LLC
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-14
Sageworth Trust Co of South Dakota
CLOSED
Shares0 from 1,201
Change-1,201 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-30
McAlister, Sweet & Associates, Inc.
CLOSED
Shares0 from 1,199
Change-1,199 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-07
Central Valley Advisors, LLC
CLOSED
Shares0 from 1,159
Change-1,159 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-27
Wealthcare Capital Management LLC
CLOSED
Shares0 from 1,154
Change-1,154 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-21
United Capital Management of KS, Inc.
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$215.1K)
Filed 2026-11-04
Eagle Global Advisors LLC
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$215.1K)
Filed 2026-11-02
Bluesphere Advisors LLC
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,116
Change-1,116 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-19
Probity Advisors, Inc.
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-23
Idaho Trust Co
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$206.4K)
Filed 2026-11-04
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$203.8K)
Filed 2026-11-02
Compass Ion Advisors, LLC
CLOSED
Shares0 from 1,073
Change-1,073 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-23
Carlson Financial, Inc.
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-05
Seelaus Asset Management LLC
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-14
Creekside Partners
CLOSED
Shares0 from 1,058
Change-1,058 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-04
Verde Capital Management
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-28
Fulcrum Equity Management
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-21
Arlington Partners LLC
CLOSED
Shares0 from 1,012
Change-1,012 (-100%)
Value$0 (-$192.0K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 878
Change-878 (-100%)
Value$0 (-$166.6K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$133.2K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$129.0K)
Filed 2026-10-16
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$111.9K)
Filed 2026-11-05
Covestor Ltd
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$105.0K)
Filed 2026-10-30
Axiom Investment Management LLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$75.5K)
Filed 2026-11-03
Wellington Grp LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$70.0K)
Filed 2026-11-06
Summit Securities Group LLC
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$59.2K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 277
Change-277 (-100%)
Value$0 (-$52.6K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$38.0K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-13
West Financial Advisors, LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-22
Newton One Investments LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-14
GGM Financial LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$15.8K)
Filed 2026-11-05
Merrithew & Thorsten Inc
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$11)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-20
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-21
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-07
Evolution Advisers, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-06
Robinson Value Management, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$190)
Filed 2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (+$84.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 110,528,494
Change-110,528,494 (-100%)
Value—
State Street Corp
N/A
Shares— from 95,417,318
Change-95,417,318 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 87,947,095
Change-87,947,095 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 52,346,255
Change-52,346,255 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,167,727
Change-37,167,727 (-100%)
Value—
Dodge & COX
N/A
Shares— from 35,113,249
Change-35,113,249 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 30,933,048
Change-30,933,048 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 26,141,915
Change-26,141,915 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,345,900
Change-24,345,900 (-100%)
Value—
Capital International Investors
N/A
Shares— from 22,098,385
Change-22,098,385 (-100%)
Value—
Norges Bank
N/A
Shares— from 19,952,281
Change-19,952,281 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 12,263,638
Change-12,263,638 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,034,812
Change-12,034,812 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 11,737,526
Change-11,737,526 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,230,174
Change-11,230,174 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,787,134
Change-10,787,134 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 10,579,505
Change-10,579,505 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,210,678
Change-10,210,678 (-100%)
Value—
Capital World Investors
N/A
Shares— from 9,906,921
Change-9,906,921 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,868,869
Change-9,868,869 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 8,802,402
Change-8,802,402 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,800,226
Change-8,800,226 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,693,939
Change-8,693,939 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,561,686
Change-7,561,686 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,328,894
Change-7,328,894 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,679,261
Change-6,679,261 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,847,303
Change-5,847,303 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,664,177
Change-4,664,177 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,577,612
Change-4,577,612 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,173,539
Change-4,173,539 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,796,181
Change-3,796,181 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,776,716
Change-3,776,716 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,470,614
Change-3,470,614 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,396,092
Change-3,396,092 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,370,133
Change-3,370,133 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,368,501
Change-3,368,501 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 3,298,107
Change-3,298,107 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 3,145,615
Change-3,145,615 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,108,337
Change-3,108,337 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,929,485
Change-2,929,485 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,907,239
Change-2,907,239 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,854,962
Change-2,854,962 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,775,034
Change-2,775,034 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,760,281
Change-2,760,281 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,630,468
Change-2,630,468 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,544,072
Change-2,544,072 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,533,579
Change-2,533,579 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,468,326
Change-2,468,326 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,190,766
Change-2,190,766 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,109,734
Change-2,109,734 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 2,089,380
Change-2,089,380 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,054,668
Change-2,054,668 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,930,153
Change-1,930,153 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,907,254
Change-1,907,254 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,830,823
Change-1,830,823 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,804,315
Change-1,804,315 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,666,680
Change-1,666,680 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,660,453
Change-1,660,453 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,653,848
Change-1,653,848 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,552,873
Change-1,552,873 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,550,533
Change-1,550,533 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,500,854
Change-1,500,854 (-100%)
Value—
PointState Capital LP
N/A
Shares— from 1,491,395
Change-1,491,395 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,481,439
Change-1,481,439 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,434,057
Change-1,434,057 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,393,723
Change-1,393,723 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,262,062
Change-1,262,062 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,238,913
Change-1,238,913 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,237,321
Change-1,237,321 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,233,514
Change-1,233,514 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,223,496
Change-1,223,496 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,221,545
Change-1,221,545 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,203,086
Change-1,203,086 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,199,165
Change-1,199,165 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,177,603
Change-1,177,603 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,156,423
Change-1,156,423 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,151,388
Change-1,151,388 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,109,521
Change-1,109,521 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,101,017
Change-1,101,017 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,085,844
Change-1,085,844 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,072,575
Change-1,072,575 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,054,267
Change-1,054,267 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,037,805
Change-1,037,805 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 995,658
Change-995,658 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 890,000
Change-890,000 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 888,053
Change-888,053 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 830,532
Change-830,532 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 791,638
Change-791,638 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 774,999
Change-774,999 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 773,249
Change-773,249 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 769,217
Change-769,217 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 764,638
Change-764,638 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 760,603
Change-760,603 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 744,578
Change-744,578 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 719,773
Change-719,773 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 717,946
Change-717,946 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 696,651
Change-696,651 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 695,548
Change-695,548 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 691,801
Change-691,801 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 688,129
Change-688,129 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 684,529
Change-684,529 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 683,515
Change-683,515 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 680,662
Change-680,662 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 666,370
Change-666,370 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 652,270
Change-652,270 (-100%)
Value—
Commerce Bank
N/A
Shares— from 639,400
Change-639,400 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 630,754
Change-630,754 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 625,346
Change-625,346 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 615,578
Change-615,578 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 607,646
Change-607,646 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 606,426
Change-606,426 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 605,026
Change-605,026 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 601,888
Change-601,888 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 574,583
Change-574,583 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 567,811
Change-567,811 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 563,777
Change-563,777 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 559,638
Change-559,638 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 557,526
Change-557,526 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 549,664
Change-549,664 (-100%)
Value—
Munro Partners
N/A
Shares— from 541,675
Change-541,675 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 532,067
Change-532,067 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 527,342
Change-527,342 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 518,151
Change-518,151 (-100%)
Value—
Man Group plc
N/A
Shares— from 517,967
Change-517,967 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 517,859
Change-517,859 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 511,319
Change-511,319 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 509,191
Change-509,191 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 508,276
Change-508,276 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 499,875
Change-499,875 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 497,543
Change-497,543 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 497,192
Change-497,192 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 492,226
Change-492,226 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 491,549
Change-491,549 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 484,085
Change-484,085 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 469,300
Change-469,300 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 460,423
Change-460,423 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 457,320
Change-457,320 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 445,204
Change-445,204 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 445,056
Change-445,056 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 440,257
Change-440,257 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 434,209
Change-434,209 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 410,921
Change-410,921 (-100%)
Value—
Blair William & Co
N/A
Shares— from 400,248
Change-400,248 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 394,540
Change-394,540 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 393,318
Change-393,318 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 392,262
Change-392,262 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 391,026
Change-391,026 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 388,496
Change-388,496 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 385,770
Change-385,770 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 384,717
Change-384,717 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 377,728
Change-377,728 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 375,962
Change-375,962 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 360,152
Change-360,152 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 359,735
Change-359,735 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 358,849
Change-358,849 (-100%)
Value—
ING Groep NV
N/A
Shares— from 346,828
Change-346,828 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 338,252
Change-338,252 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 336,393
Change-336,393 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 333,489
Change-333,489 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 318,890
Change-318,890 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 312,800
Change-312,800 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 312,470
Change-312,470 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 310,439
Change-310,439 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 308,290
Change-308,290 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 308,126
Change-308,126 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 305,000
Change-305,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 300,311
Change-300,311 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 299,772
Change-299,772 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 299,068
Change-299,068 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 294,500
Change-294,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 279,030
Change-279,030 (-100%)
Value—
&partners
N/A
Shares— from 268,122
Change-268,122 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 266,192
Change-266,192 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 257,748
Change-257,748 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 257,310
Change-257,310 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 254,898
Change-254,898 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 247,524
Change-247,524 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 243,204
Change-243,204 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 242,105
Change-242,105 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 239,016
Change-239,016 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 237,345
Change-237,345 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 237,130
Change-237,130 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 234,046
Change-234,046 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 228,910
Change-228,910 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 226,939
Change-226,939 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 226,195
Change-226,195 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 224,544
Change-224,544 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 221,719
Change-221,719 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 220,762
Change-220,762 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 219,999
Change-219,999 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 219,815
Change-219,815 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 219,131
Change-219,131 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 218,399
Change-218,399 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 218,136
Change-218,136 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 216,071
Change-216,071 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 215,098
Change-215,098 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 213,999
Change-213,999 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 209,354
Change-209,354 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 208,766
Change-208,766 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 208,000
Change-208,000 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 205,711
Change-205,711 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 204,803
Change-204,803 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 204,514
Change-204,514 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 202,988
Change-202,988 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 202,976
Change-202,976 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 202,133
Change-202,133 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 201,870
Change-201,870 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 199,494
Change-199,494 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 193,906
Change-193,906 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 193,581
Change-193,581 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 192,218
Change-192,218 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 189,600
Change-189,600 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 188,601
Change-188,601 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 183,600
Change-183,600 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 183,074
Change-183,074 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 181,149
Change-181,149 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 180,651
Change-180,651 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 180,250
Change-180,250 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 180,201
Change-180,201 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 179,530
Change-179,530 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 178,931
Change-178,931 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 178,211
Change-178,211 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 178,191
Change-178,191 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 175,863
Change-175,863 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 175,179
Change-175,179 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 172,121
Change-172,121 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 171,288
Change-171,288 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 170,396
Change-170,396 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 167,461
Change-167,461 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 165,589
Change-165,589 (-100%)
Value—
Rings Capital Management LLC
N/A
Shares— from 165,000
Change-165,000 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 160,523
Change-160,523 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 159,865
Change-159,865 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 159,316
Change-159,316 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 158,962
Change-158,962 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 158,163
Change-158,163 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 157,970
Change-157,970 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 155,847
Change-155,847 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 154,243
Change-154,243 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 153,804
Change-153,804 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 151,864
Change-151,864 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 150,325
Change-150,325 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 148,783
Change-148,783 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 145,998
Change-145,998 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 145,837
Change-145,837 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 142,005
Change-142,005 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 141,743
Change-141,743 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 139,645
Change-139,645 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 139,597
Change-139,597 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 134,983
Change-134,983 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 134,776
Change-134,776 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 134,302
Change-134,302 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 134,190
Change-134,190 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 133,911
Change-133,911 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 132,879
Change-132,879 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 130,448
Change-130,448 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 127,256
Change-127,256 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 126,947
Change-126,947 (-100%)
Value—
NWI Management LP
N/A
Shares— from 126,000
Change-126,000 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 125,107
Change-125,107 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 122,476
Change-122,476 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 121,834
Change-121,834 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 121,583
Change-121,583 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 121,298
Change-121,298 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 119,771
Change-119,771 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 119,036
Change-119,036 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 116,240
Change-116,240 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 115,887
Change-115,887 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 115,183
Change-115,183 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 114,947
Change-114,947 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 114,865
Change-114,865 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 114,561
Change-114,561 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 114,183
Change-114,183 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 113,937
Change-113,937 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 113,678
Change-113,678 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 110,193
Change-110,193 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 109,363
Change-109,363 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 108,476
Change-108,476 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 108,066
Change-108,066 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 107,474
Change-107,474 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 105,430
Change-105,430 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 103,955
Change-103,955 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 103,942
Change-103,942 (-100%)
Value—
Stephens Inc
N/A
Shares— from 101,474
Change-101,474 (-100%)
Value—
Allstate Corp
N/A
Shares— from 100,363
Change-100,363 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 99,688
Change-99,688 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 99,243
Change-99,243 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 96,386
Change-96,386 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 96,342
Change-96,342 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 96,144
Change-96,144 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 95,423
Change-95,423 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 94,442
Change-94,442 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 93,893
Change-93,893 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 93,614
Change-93,614 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 92,770
Change-92,770 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 89,684
Change-89,684 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 87,588
Change-87,588 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 86,635
Change-86,635 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 86,357
Change-86,357 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 86,253
Change-86,253 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 85,520
Change-85,520 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 84,674
Change-84,674 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 84,463
Change-84,463 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 84,303
Change-84,303 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82,703
Change-82,703 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 82,577
Change-82,577 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 82,021
Change-82,021 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 79,536
Change-79,536 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 79,456
Change-79,456 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 76,857
Change-76,857 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 76,724
Change-76,724 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 75,758
Change-75,758 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 75,289
Change-75,289 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 75,104
Change-75,104 (-100%)
Value—
Framtiden Holdings Management Co LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 74,803
Change-74,803 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 74,469
Change-74,469 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 74,467
Change-74,467 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 74,289
Change-74,289 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 73,028
Change-73,028 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 72,271
Change-72,271 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 71,370
Change-71,370 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 71,156
Change-71,156 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 70,094
Change-70,094 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 69,673
Change-69,673 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 69,564
Change-69,564 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 69,555
Change-69,555 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 69,427
Change-69,427 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 69,335
Change-69,335 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 69,115
Change-69,115 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 68,604
Change-68,604 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 68,291
Change-68,291 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 67,846
Change-67,846 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 66,981
Change-66,981 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 65,321
Change-65,321 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 64,964
Change-64,964 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 64,252
Change-64,252 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 64,002
Change-64,002 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 63,695
Change-63,695 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 62,941
Change-62,941 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 62,553
Change-62,553 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 62,019
Change-62,019 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 61,777
Change-61,777 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 59,474
Change-59,474 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 59,425
Change-59,425 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 58,476
Change-58,476 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,406
Change-58,406 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 58,060
Change-58,060 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 57,734
Change-57,734 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,540
Change-57,540 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 57,038
Change-57,038 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 55,632
Change-55,632 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 55,191
Change-55,191 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 55,024
Change-55,024 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 53,453
Change-53,453 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 53,146
Change-53,146 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 52,926
Change-52,926 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 52,871
Change-52,871 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 52,046
Change-52,046 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 51,745
Change-51,745 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 51,644
Change-51,644 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 51,554
Change-51,554 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 50,033
Change-50,033 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 49,724
Change-49,724 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 48,710
Change-48,710 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 48,346
Change-48,346 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 48,082
Change-48,082 (-100%)
Value—
Prudential PLC
N/A
Shares— from 48,062
Change-48,062 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 48,017
Change-48,017 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 47,580
Change-47,580 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 47,294
Change-47,294 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 47,213
Change-47,213 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 46,912
Change-46,912 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,509
Change-46,509 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 46,332
Change-46,332 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 46,072
Change-46,072 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 45,164
Change-45,164 (-100%)
Value—
FIL Ltd
N/A
Shares— from 44,547
Change-44,547 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 44,222
Change-44,222 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 44,189
Change-44,189 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 44,057
Change-44,057 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 43,397
Change-43,397 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 43,234
Change-43,234 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 43,177
Change-43,177 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 42,644
Change-42,644 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 42,469
Change-42,469 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 42,311
Change-42,311 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 42,107
Change-42,107 (-100%)
Value—
Bayberry Capital Partners LP
N/A
Shares— from 41,900
Change-41,900 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 41,681
Change-41,681 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 41,628
Change-41,628 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 41,425
Change-41,425 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 41,366
Change-41,366 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 41,016
Change-41,016 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 40,873
Change-40,873 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 40,818
Change-40,818 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 40,756
Change-40,756 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 40,560
Change-40,560 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,314
Change-40,314 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 39,870
Change-39,870 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 39,816
Change-39,816 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 39,603
Change-39,603 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 39,174
Change-39,174 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 39,079
Change-39,079 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 38,745
Change-38,745 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 38,443
Change-38,443 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 38,288
Change-38,288 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 38,102
Change-38,102 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 37,914
Change-37,914 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 37,267
Change-37,267 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 37,022
Change-37,022 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 36,822
Change-36,822 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 36,669
Change-36,669 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 36,504
Change-36,504 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 36,417
Change-36,417 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 36,366
Change-36,366 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 35,862
Change-35,862 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 35,861
Change-35,861 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 35,618
Change-35,618 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 35,219
Change-35,219 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 35,091
Change-35,091 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 35,051
Change-35,051 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 34,952
Change-34,952 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 34,947
Change-34,947 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 34,676
Change-34,676 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 34,636
Change-34,636 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 34,599
Change-34,599 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 34,481
Change-34,481 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 34,438
Change-34,438 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 34,358
Change-34,358 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 34,281
Change-34,281 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 34,238
Change-34,238 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 33,963
Change-33,963 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 33,782
Change-33,782 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 33,658
Change-33,658 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 33,334
Change-33,334 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,286
Change-33,286 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 33,194
Change-33,194 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 33,186
Change-33,186 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,126
Change-33,126 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 33,009
Change-33,009 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 32,829
Change-32,829 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 32,325
Change-32,325 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 31,857
Change-31,857 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 31,393
Change-31,393 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 31,186
Change-31,186 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 31,130
Change-31,130 (-100%)
Value—
Simmons Bank
N/A
Shares— from 30,565
Change-30,565 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 29,971
Change-29,971 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 29,710
Change-29,710 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 29,515
Change-29,515 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 29,444
Change-29,444 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 29,255
Change-29,255 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 29,125
Change-29,125 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 28,937
Change-28,937 (-100%)
Value—
S&CO Inc
N/A
Shares— from 28,883
Change-28,883 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 28,702
Change-28,702 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 28,551
Change-28,551 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 28,513
Change-28,513 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 28,360
Change-28,360 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 27,733
Change-27,733 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 27,357
Change-27,357 (-100%)
Value—
Nwam LLC
N/A
Shares— from 27,340
Change-27,340 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 27,172
Change-27,172 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 27,081
Change-27,081 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 27,040
Change-27,040 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 26,923
Change-26,923 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 26,880
Change-26,880 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 26,804
Change-26,804 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 26,544
Change-26,544 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 26,542
Change-26,542 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,414
Change-26,414 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 26,182
Change-26,182 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 25,825
Change-25,825 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 25,786
Change-25,786 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 25,720
Change-25,720 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 25,345
Change-25,345 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 25,280
Change-25,280 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 25,194
Change-25,194 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 24,846
Change-24,846 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 23,820
Change-23,820 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,603
Change-23,603 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 23,429
Change-23,429 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 23,364
Change-23,364 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 23,346
Change-23,346 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 23,331
Change-23,331 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 23,262
Change-23,262 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 23,174
Change-23,174 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 22,998
Change-22,998 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 22,941
Change-22,941 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 22,887
Change-22,887 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 22,886
Change-22,886 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 22,858
Change-22,858 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 22,799
Change-22,799 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,765
Change-22,765 (-100%)
Value—
Allianz SE
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 22,368
Change-22,368 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 22,100
Change-22,100 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 22,050
Change-22,050 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 21,901
Change-21,901 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 21,846
Change-21,846 (-100%)
Value—
Capital International LTD
N/A
Shares— from 21,792
Change-21,792 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 21,719
Change-21,719 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,645
Change-21,645 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 21,414
Change-21,414 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 21,327
Change-21,327 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,245
Change-21,245 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,154
Change-21,154 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 20,899
Change-20,899 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,884
Change-20,884 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,499
Change-20,499 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 20,355
Change-20,355 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 20,136
Change-20,136 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 20,129
Change-20,129 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 20,018
Change-20,018 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 19,661
Change-19,661 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 19,496
Change-19,496 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 19,487
Change-19,487 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 19,430
Change-19,430 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 19,290
Change-19,290 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19,281
Change-19,281 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 19,136
Change-19,136 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 18,999
Change-18,999 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 18,816
Change-18,816 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 18,242
Change-18,242 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,150
Change-18,150 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,138
Change-18,138 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 18,129
Change-18,129 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 18,102
Change-18,102 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 18,076
Change-18,076 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 17,586
Change-17,586 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 17,581
Change-17,581 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,534
Change-17,534 (-100%)
Value—
CNB Bank
N/A
Shares— from 17,436
Change-17,436 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 17,275
Change-17,275 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 17,249
Change-17,249 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,244
Change-17,244 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 17,041
Change-17,041 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,883
Change-16,883 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 16,757
Change-16,757 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 16,747
Change-16,747 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 16,707
Change-16,707 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 16,629
Change-16,629 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 16,539
Change-16,539 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 16,442
Change-16,442 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 16,313
Change-16,313 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 16,301
Change-16,301 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 16,289
Change-16,289 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 16,247
Change-16,247 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 16,020
Change-16,020 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,803
Change-15,803 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 15,503
Change-15,503 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 15,487
Change-15,487 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,332
Change-15,332 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 15,324
Change-15,324 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 15,255
Change-15,255 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 15,166
Change-15,166 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 15,042
Change-15,042 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 14,826
Change-14,826 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 14,770
Change-14,770 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 14,683
Change-14,683 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,657
Change-14,657 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 14,655
Change-14,655 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 14,485
Change-14,485 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 14,397
Change-14,397 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 14,389
Change-14,389 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 14,130
Change-14,130 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,503
Change-13,503 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 13,468
Change-13,468 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 13,450
Change-13,450 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 13,359
Change-13,359 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 13,317
Change-13,317 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 13,297
Change-13,297 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 13,163
Change-13,163 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 13,139
Change-13,139 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 13,101
Change-13,101 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 13,095
Change-13,095 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 12,931
Change-12,931 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 12,898
Change-12,898 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 12,868
Change-12,868 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 12,604
Change-12,604 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 12,434
Change-12,434 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 12,191
Change-12,191 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 12,094
Change-12,094 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 12,078
Change-12,078 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 12,031
Change-12,031 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 11,982
Change-11,982 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 11,895
Change-11,895 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 11,833
Change-11,833 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 11,646
Change-11,646 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 11,320
Change-11,320 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 11,251
Change-11,251 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 11,130
Change-11,130 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 11,075
Change-11,075 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 10,802
Change-10,802 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 10,718
Change-10,718 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 10,699
Change-10,699 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,530
Change-10,530 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 10,359
Change-10,359 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,161
Change-10,161 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 10,140
Change-10,140 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 9,965
Change-9,965 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 9,596
Change-9,596 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 9,592
Change-9,592 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 9,372
Change-9,372 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 9,077
Change-9,077 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 8,756
Change-8,756 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 8,729
Change-8,729 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,638
Change-8,638 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 8,366
Change-8,366 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 8,070
Change-8,070 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,539
Change-7,539 (-100%)
Value—
Rogco, LP
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 7,370
Change-7,370 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,254
Change-7,254 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 7,157
Change-7,157 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 7,112
Change-7,112 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,914
Change-6,914 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 6,493
Change-6,493 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 6,051
Change-6,051 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,936
Change-5,936 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,759
Change-5,759 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,464
Change-5,464 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
AXA S.A.
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Ames National Corp
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Jones Road Capital Management, L.P.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Motco
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Avenir Corp
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Calydon Capital
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 888
Change-888 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 858
Change-858 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 847
Change-847 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 784
Change-784 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 769
Change-769 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 673
Change-673 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 650
Change-650 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 561
Change-561 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 492
Change-492 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 406
Change-406 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 261
Change-261 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 226
Change-226 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
NCP Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 118
Change-118 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 111
Change-111 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 107
Change-107 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 35
Change-35 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 27
Change-27 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 22
Change-22 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED33,543,72333,183,061+360,662+1%$6.3B$6.2B-$69.5M2026-11-06
Fisher Asset Management, LLC
INCREASED23,425,88222,872,255+553,627+2%$4.3B$4.3B+$9.5M2026-11-06
Bank of New York Mellon Corp
INCREASED10,633,0027,675,415+2,957,587+39%$1.5B$2.0B+$517.8M2026-11-05
Sanders Capital, LLC
INCREASED9,285,7289,277,878+7,850+0%$1.8B$1.7B-$36.4M2026-11-02
Amundi
INCREASED9,020,1927,768,207+1,251,985+16%$1.5B$1.7B+$200.7M2026-11-06
Dimensional Fund Advisors LP
INCREASED7,954,5997,882,549+72,050+1%$1.5B$1.5B-$18.6M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,554,9763,357,045+197,931+6%$636.9M$660.0M+$23.0M2026-11-05
Deutsche Bank Ag\
DECREASED3,208,3013,825,965-617,664-16%$725.9M$595.6M-$130.3M2026-11-06
LPL Financial LLC
INCREASED2,889,6282,846,848+42,780+2%$540.1M$536.5M-$3.7M2026-11-06
PNC Financial Services Group, Inc.
DECREASED2,849,8642,853,081-3,2170%$541.3M$529.1M-$12.2M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,773,2102,856,949-83,739-3%$542.0M$514.8M-$27.2M2026-10-29
Citigroup Inc
INCREASED2,518,5342,505,790+12,744+1%$475.4M$467.6M-$7.9M2026-11-04
Truist Financial Corp
INCREASED2,454,2732,390,305+63,968+3%$453.5M$455.6M+$2.1M2026-10-30
Barclays PLC
DECREASED1,819,5482,432,413-612,865-25%$461.5M$337.8M-$123.7M2026-11-06
Principal Financial Group Inc
DECREASED1,550,3051,615,128-64,823-4%$306.4M$287.8M-$18.6M2026-11-02
Assenagon Asset Management S.A.
INCREASED1,366,172669,162+697,010+104%$127.0M$253.6M+$126.7M2026-10-15
Russell Investments Group, Ltd.
INCREASED1,301,9981,126,664+175,334+16%$213.6M$241.8M+$28.2M2026-11-06
Cincinnati Insurance Co
UNCHANGED1,121,9161,121,91600%$212.9M$208.3M-$4.6M2026-11-03
Fifth Third Bancorp
DECREASED1,120,8891,165,712-44,823-4%$221.2M$208.1M-$13.1M2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED1,071,1921,082,603-11,411-1%$205.4M$198.9K-$205.2M2026-11-03
Welch & Forbes LLC
DECREASED1,052,3571,069,878-17,521-2%$203.0M$195.4M-$7.6M2026-11-04
New York State Teachers Retirement System
DECREASED1,029,2891,072,575-43,286-4%$203.5M$191.1K-$203.3M2026-10-22
US Bancorp \de\
DECREASED922,588930,311-7,723-1%$176.5M$171.3M-$5.2M2026-11-05
Great Lakes Advisors, LLC
DECREASED919,5991,023,271-103,672-10%$194.1M$170.7M-$23.4M2026-11-06
D.A. Davidson & Co.
DECREASED856,019885,793-29,774-3%$168.1M$158.9M-$9.1M2026-10-28
Bahl & Gaynor LLC
DECREASED786,039803,134-17,095-2%$152.4M$145.9M-$6.5M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED780,503739,028+41,475+6%$111.2M$111.3M+$58.9K2026-10-13
Commonwealth Equity Services, LLC
DECREASED776,963820,485-43,522-5%$155.7M$144.2M-$11.4M2026-11-02
MacKenzie Financial Corp
INCREASED764,834726,144+38,690+5%$137.8M$142.0M+$4.2M2026-11-02
Creative Planning
INCREASED736,655691,086+45,569+7%$131.1M$136.8M+$5.6M2026-11-02
King Luther Capital Management Corp
INCREASED668,112595,818+72,294+12%$113.0M$124.0M+$11.0M2026-11-05
Pictet Asset Management Holding SA
INCREASED650,903570,156+80,747+14%$108.2M$120.8M+$12.7M2026-11-03
Compagnie Lombard Odier SCmA
INCREASED614,886558,143+56,743+10%$105.9M$114.2M+$8.3M2026-11-04
Asset Management One Co., Ltd.
INCREASED613,734603,071+10,663+2%$114.4M$113.9M-$480.9K2026-10-27
AdviceOne Advisory Services, LLC
DECREASED600,055607,171-7,116-1%$115.2M$111.4M-$3.8M2026-10-19
Keybank National Association
DECREASED589,750603,483-13,733-2%$114.5M$109.5M-$5.0M2026-11-04
UniSuper Management Pty Ltd
DECREASED497,614684,180-186,566-27%$129.8M$92.4M-$37.4M2026-10-26
Border to Coast Pensions Partnership Ltd
INCREASED489,507444,304+45,203+10%$84.2M$90.7K-$84.1M2026-10-09
Calamos Advisors LLC
INCREASED487,614479,675+7,939+2%$91.0M$90.5M-$483.2K2026-11-02
Oppenheimer Asset Management Inc.
INCREASED478,628470,320+8,308+2%$89.2M$88.9M-$376.5K2026-10-27
Gateway Investment Advisers LLC
INCREASED473,584466,435+7,149+2%$88.5M$87.9M-$575.8K2026-10-13
Welch Group, LLC
DECREASED461,868461,989-1210%$87.7M$85.7M-$1.9M2026-10-29
Midwest Trust Co
INCREASED454,008453,609+399+0%$86.1M$84.3M-$1.8M2026-10-22
State of New Jersey Common Pension Fund D
DECREASED435,039435,841-8020%$82.7M$80.8M-$1.9M2026-11-05
Regions Financial Corp
INCREASED415,893409,643+6,250+2%$77.7M$77.2M-$511.0K2026-11-05
Gladstone Capital Management LLP
DECREASED414,272496,055-81,783-16%$94.1M$76.9M-$17.2M2026-11-06
Strs Ohio
DECREASED410,684500,681-89,997-18%$95.0M$76.2M-$18.8M2026-10-30
Robeco Institutional Asset Management B.V.
INCREASED402,688381,784+20,904+5%$72.4M$74.8M+$2.3M2026-10-20
Thrivent Financial for Lutherans
INCREASED401,440398,567+2,873+1%$75.6M$74.5K-$75.5M2026-11-05
Lido Advisors, LLC
INCREASED393,488371,723+21,765+6%$70.5M$73.1M+$2.5M2026-11-04
Aegon Asset Management UK PLC
INCREASED387,611344,681+42,930+12%$65.4M$72.0M+$6.6M2026-11-04
Czech National Bank
INCREASED387,243383,318+3,925+1%$72.7M$71.9M-$835.3K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED381,739340,989+40,750+12%$64.7M$70.9M+$6.2M2026-11-03
Arizona State Retirement System
INCREASED379,306373,482+5,824+2%$70.9M$70.4M-$442.6K2026-11-03
CIBC Asset Management Inc
INCREASED373,082358,034+15,048+4%$67.9M$69.3M+$1.3M2026-11-05
Fort Washington Investment Advisors Inc
DECREASED367,034370,453-3,419-1%$70.3M$68.1M-$2.1M2026-10-15
Nisa Investment Advisors, LLC
INCREASED360,401353,501+6,900+2%$67.1M$66.9M-$161.3K2026-10-20
Kestra Advisory Services, LLC
INCREASED358,197341,024+17,173+5%$64.7M$66.5M+$1.8M2026-11-02
State of Michigan Retirement System
DECREASED338,600344,800-6,200-2%$65.4M$62.9M-$2.6M2026-10-27
DekaBank Deutsche Girozentrale
NEW332,518—+332,518——$62.4K—2026-10-27
Grandfield & Dodd, LLC
DECREASED327,976331,291-3,315-1%$62.9M$60.9M-$2.0M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED324,540321,443+3,097+1%$61.0M$60.3M-$736.5K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED316,737321,242-4,505-1%$60.9M$58.8K-$60.9M2026-11-02
Swiss Life Asset Management Ltd
INCREASED309,684296,432+13,252+4%$56.2M$57.5M+$1.3M2026-11-03
TD Waterhouse Canada Inc.
INCREASED303,102136,776+166,326+122%$26.2M$56.1M+$29.9M2026-10-16
Cacti Asset Management LLC
DECREASED299,236300,136-9000%$56.9M$55.9M-$1.0M2026-10-01
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED297,766297,446+320+0%$56.4M$55.3M-$1.2M2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED291,237290,172+1,065+0%$55.1M$54.1M-$987.0K2026-11-05
Aberdeen Group plc
INCREASED289,10692,373+196,733+213%$17.5M$70.8M+$53.2M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED284,365432,106-147,741-34%$82.9M$52.6M-$30.3M2026-11-04
Retirement Systems of Alabama
DECREASED282,636282,908-2720%$53.7M$52.5M-$1.2M2026-11-04
Obermeyer Wealth Partners
INCREASED262,055261,544+511+0%$49.6M$48.7M-$972.4K2026-10-21
Neos Investment Management LLC
INCREASED253,867217,334+36,533+17%$41.2M$47.1M+$5.9M2026-11-04
Daiwa Securities Group Inc.
INCREASED247,771243,293+4,478+2%$46.2M$46.0M-$161.3K2026-10-29
Natixis
NEW242,296—+242,296——$45.0M—2026-11-06
Rakuten Investment Management, Inc.
NEW241,837—+241,837——$45.2M—2026-10-30
Xponance LLC
INCREASED237,010222,008+15,002+7%$42.1M$44.0M+$1.9M2026-11-03
Amalgamated Bank
DECREASED229,598235,569-5,971-3%$44.7M$42.6K-$44.7M2026-10-23
Heritage Investors Management Corp
DECREASED227,082232,580-5,498-2%$44.1M$42.2K-$44.1M2026-10-29
Pinnacle Associates LTD
DECREASED225,563228,174-2,611-1%$43.3M$41.9M-$1.4M2026-10-20
Markel Group Inc.
UNCHANGED224,000224,00000%$42.5M$41.6M-$913.9K2026-10-30
Saratoga Research & Investment Management
DECREASED223,151243,447-20,296-8%$46.2M$41.4M-$4.8M2026-10-16
Avity Investment Management Inc.
DECREASED222,260228,978-6,718-3%$43.4M$41.3M-$2.2M2026-10-09
Kestra Private Wealth Services, LLC
INCREASED220,219209,248+10,971+5%$39.7M$40.9M+$1.2M2026-11-06
Salem Investment Counselors Inc
DECREASED219,207219,752-5450%$41.7M$40.7M-$997.8K2026-10-13
Smith Salley Wealth Management
INCREASED218,105214,007+4,098+2%$40.6M$40.5M-$112.5K2026-11-03
ProShare Advisors LLC
INCREASED217,359215,139+2,220+1%$40.8M$40.4M-$465.6K2026-10-29
Verity & Verity, LLC
INCREASED215,997214,245+1,752+1%$40.6M$40.1M-$548.9K2026-10-23
Campbell Newman Asset Management Inc
DECREASED210,191210,672-4810%$40.0M$39.0M-$948.8K2026-10-22
Carnegie Investment Counsel
DECREASED208,205213,435-5,230-2%$38.2M$36.4M-$1.8M2026-10-20
Busey Bank
DECREASED202,360204,031-1,671-1%$38.7M$37.6M-$1.1M2026-10-26
Americana Partners, LLC
INCREASED202,099199,606+2,493+1%$37.9M$37.5M-$351.7K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED201,945216,274-14,329-7%$41.0M$37.5M-$3.5M2026-10-20
Allworth Financial LP
NEW199,729—+199,729——$37.9M—2026-11-06
Franklin Street Advisors Inc
DECREASED197,970198,332-3620%$37.6M$36.8M-$876.3K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED197,968207,927-9,959-5%$39.4M$36.8M-$2.7M2026-10-05
Conning Inc.
DECREASED197,103218,583-21,480-10%$41.5M$36.6M-$4.9M2026-10-27
Philadelphia Trust Co
DECREASED194,831211,151-16,320-8%$40.1M$36.2K-$40.0M2026-11-05
Savant Capital, LLC
DECREASED194,706243,023-48,317-20%$47.0M$36.1M-$10.8M2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED193,809196,349-2,540-1%$37.3M$36.0M-$1.3M2026-11-05
Oppenheimer & Co Inc
INCREASED191,551186,194+5,357+3%$35.3M$35.6M+$234.9K2026-10-26
Venture Visionary Partners LLC
INCREASED190,118186,961+3,157+2%$35.5M$35.3M-$176.7K2026-10-07
Deprince Race & Zollo Inc
DECREASED188,718200,927-12,209-6%$38.1M$35.0M-$3.1M2026-10-13
New York Life Investment Management LLC
DECREASED187,436187,452-160%$35.6M$34.8M-$767.8K2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED186,284180,779+5,505+3%$34.3M$34.6M+$284.4K2026-10-20
Factory Mutual Insurance Co
DECREASED185,965186,065-1000%$35.3M$34.5M-$777.7K2026-10-30
Penn Davis Mcfarland Inc
DECREASED184,665186,527-1,862-1%$35.4M$34.3M-$1.1M2026-10-23
Assetmark, Inc
DECREASED182,803236,833-54,030-23%$44.9M$33.9M-$11.0M2026-10-21
Daymark Wealth Partners, LLC
INCREASED182,509179,970+2,539+1%$34.1M$33.9M-$262.9K2026-11-04
OFI Invest Asset Management
DECREASED182,460187,608-5,148-3%$31.2M$29.9M-$1.3M2026-11-06
Washington Trust Co
INCREASED179,591179,136+455+0%$34.0M$33.3M-$646.3K2026-10-22
Eastern Bank
INCREASED177,39283,667+93,725+112%$15.9M$32.9M+$17.1M2026-10-05
NorthCrest Asset Manangement, LLC
INCREASED176,815172,054+4,761+3%$33.6M$32.6M-$994.3K2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED176,708177,118-4100%$33.6M$32.8M-$798.8K2026-10-23
Gradient Investments LLC
INCREASED175,40581,001+94,404+117%$15.4M$32.6M+$17.2M2026-10-08
Clearstead Advisors, LLC
DECREASED174,505176,048-1,543-1%$33.4M$32.4M-$1.0M2026-11-06
Braun Stacey Associates Inc
DECREASED173,887199,579-25,692-13%$37.9M$32.3M-$5.6M2026-10-19
Kanawha Capital Management LLC
DECREASED170,775171,251-4760%$32.5M$31.7M-$787.1K2026-10-19
HB Wealth Management, LLC
INCREASED170,731162,986+7,745+5%$30.9M$31.7M+$772.8K2026-10-23
Godsey & Gibb, Inc
DECREASED169,717171,629-1,912-1%$32.6M$31.5M-$1.1M2026-10-14
Meyer Handelman Co
DECREASED168,554169,274-7200%$32.1M$31.3M-$824.3K2026-10-28
Eurizon Capital SGR S.p.A.
DECREASED167,271191,451-24,180-13%$36.2M$31.1M-$5.1M2026-11-06
Oregon Public Employees Retirement Fund
INCREASED165,684165,507+177+0%$31.4M$30.8M-$642.4K2026-10-30
Union Bancaire Privee, UBP SA
INCREASED164,701162,720+1,981+1%$29.5M$27.3M-$2.2M2026-11-04
Vontobel Holding Ltd.
INCREASED163,694161,465+2,229+1%$30.6M$30.4M-$245.0K2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED163,509161,537+1,972+1%$30.6M$30.4K-$30.6M2026-10-26
71 West Capital Partners
DECREASED163,088164,546-1,458-1%$31.2M$30.3M-$942.0K2026-11-04
Pittenger & Anderson Inc
INCREASED160,640146,552+14,088+10%$27.8M$29.8M+$2.0M2026-11-02
Cohen Klingenstein LLC
UNCHANGED154,527154,52700%$29.3M$28.7M-$630.5K2026-10-15
CapWealth Advisors, LLC
DECREASED153,565154,255-6900%$29.3M$28.5M-$757.5K2026-10-05
Tctc Holdings, LLC
INCREASED151,224151,054+170+0%$28.7M$28.1M-$584.7K2026-11-02
Associated Banc-Corp
DECREASED150,462161,308-10,846-7%$30.6M$27.9M-$2.7M2026-10-30
General American Investors Co Inc
DECREASED150,000160,000-10,000-6%$30.4M$27.8M-$2.5M2026-11-02
Connecticut Wealth Management, LLC
DECREASED149,234150,342-1,108-1%$28.5M$27.7M-$819.1K2026-10-13
F&V Capital Management, LLC
DECREASED148,007149,511-1,504-1%$28.4M$27.5K-$28.3M2026-10-19
IFM Investors Pty Ltd
DECREASED147,519150,481-2,962-2%$28.6M$27.4M-$1.2M2026-10-14
State of Alaska, Department of Revenue
DECREASED147,367151,650-4,283-3%$28.8M$27.4K-$28.7M2026-10-15
Douglas Lane & Associates, LLC
DECREASED144,683169,440-24,757-15%$32.1M$26.9M-$5.3M2026-10-09
KBC Group NV
INCREASED144,261133,697+10,564+8%$25.4M$26.8K-$25.3M2026-10-22
Patten & Patten Inc
DECREASED143,972147,061-3,089-2%$27.9M$26.7M-$1.2M2026-10-26
Woodstock Corp
DECREASED143,084143,517-4330%$27.2M$26.6M-$665.9K2026-10-13
Townsend & Associates, Inc
INCREASED139,413138,736+677+0%$27.0M$27.0M+$59.1K2026-10-23
Trust Co of Vermont
INCREASED138,279137,803+476+0%$26.1M$25.7M-$473.9K2026-10-21
Mutual of America Capital Management LLC
DECREASED137,611138,534-923-1%$26.3M$25.5M-$736.6K2026-10-23
Cullen T Bankers, Inc.
DECREASED136,891141,689-4,798-3%$26.9M$25.4M-$1.5M2026-10-28
ARS Investment Partners, LLC
DECREASED134,161135,549-1,388-1%$25.7M$24.9M-$810.7K2026-11-05
LEE Danner & Bass Inc
DECREASED134,014134,515-5010%$25.5M$24.9M-$641.8K2026-10-27
Merit Financial Group, LLC
INCREASED132,885123,890+8,995+7%$23.5M$24.7M+$1.2M2026-11-06
Cadinha & Co LLC
INCREASED128,841128,485+356+0%$24.4M$23.9M-$458.1K2026-10-22
Anchor Capital Advisors LLC
DECREASED128,228129,507-1,279-1%$24.6M$23.8M-$766.0K2026-11-05
Apollon Wealth Management, LLC
INCREASED127,88973,926+53,963+73%$14.0M$23.7M+$9.7M2026-10-23
Chesley Taft & Associates LLC
INCREASED125,803124,452+1,351+1%$23.6M$23.4M-$257.0K2026-10-13
LaFleur & Godfrey LLC
DECREASED124,331132,012-7,681-6%$25.0M$23.1M-$2.0M2026-10-27
GHP Investment Advisors, Inc.
DECREASED123,545126,215-2,670-2%$23.9M$22.9M-$1.0M2026-10-15
Florida Trust Wealth Management Co
DECREASED123,018123,478-4600%$23.4M$22.8M-$589.2K2026-11-05
Tamar Securities, LLC
DECREASED122,830126,640-3,810-3%$24.0M$22.8M-$1.2M2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED122,470126,115-3,645-3%$23.9M$22.7M-$1.2M2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED122,340122,831-4910%$23.3M$22.7M-$592.3K2026-11-04
Glenview Trust Co
DECREASED121,839122,442-6030%$23.2M$22.6M-$611.5K2026-10-28
UMB Bank, n.a.
DECREASED121,504139,058-17,554-13%$26.4M$22.6M-$3.8M2026-11-06
Nykredit A/S
DECREASED121,446125,961-4,515-4%$23.9M$22.5M-$1.4M2026-11-06
Community Trust & Investment Co
DECREASED120,567120,568-10%$22.9M$22.4M-$492.1K2026-10-15
Arnhold LLC
DECREASED119,909154,290-34,381-22%$29.3M$22.3M-$7.0M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED119,22994,391+24,838+26%$17.9M$22.1M+$4.2M2026-10-16
Davenport & Co LLC
INCREASED118,234115,565+2,669+2%$21.9M$22.0M+$24.1K2026-10-14
Kornitzer Capital Management Inc
DECREASED117,970119,082-1,112-1%$22.6M$21.9M-$692.3K2026-11-03
Capital Investment Advisors, LLC
DECREASED117,455120,156-2,701-2%$22.8M$21.8M-$991.6K2026-10-22
Adell Harriman & Carpenter Inc
INCREASED117,389114,719+2,670+2%$21.8M$21.8M+$27.6K2026-11-02
Sky Investment Group LLC
INCREASED115,83681,493+34,343+42%$15.5M$21.5M+$6.0M2026-10-30
Cutler Investment Counsel LLC
DECREASED114,191115,223-1,032-1%$21.9M$21.2M-$661.6K2026-10-28
Payden & Rygel
UNCHANGED114,000114,00000%$21.6M$21.2K-$21.6M2026-10-28
Hamilton Point Investment Advisors, LLC
DECREASED113,632114,004-3720%$21.6M$21.1M-$534.2K2026-11-03
LBP AM SA
DECREASED113,307479,123-365,816-76%$90.9M$21.0M-$69.9M2026-11-06
Burney Co/
DECREASED113,238113,283-450%$21.5M$21.0M-$470.4K2026-10-15
Farmers & Merchants Investments Inc
DECREASED112,561114,759-2,198-2%$21.8M$20.9M-$876.3K2026-10-22
Crossmark Global Holdings, Inc.
DECREASED112,502114,125-1,623-1%$21.7M$20.9M-$767.1K2026-10-21
Cookson Peirce & Co Inc
INCREASED111,5511,171+110,380+9426%$222.2K$20.7M+$20.5M2026-10-30
Principle Wealth Partners LLC
DECREASED111,213111,340-1270%$21.1M$20.6M-$477.7K2026-11-02
Moors & Cabot, Inc.
DECREASED108,336110,137-1,801-2%$20.9M$20.1M-$783.8K2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED108,215150,275-42,060-28%$28.5M$20.1K-$28.5M2026-11-02
Gulf International Bank (UK) Ltd
UNCHANGED105,377105,37700%$20.0M$19.6K-$20.0M2026-10-20
Wesbanco Bank Inc
DECREASED102,849144,865-42,016-29%$27.5M$19.1M-$8.4M2026-11-04
Simplicity Wealth,LLC
INCREASED102,62993,099+9,530+10%$17.7M$19.1M+$1.4M2026-10-23
Harbour Trust & Investment Management Co
INCREASED102,612101,820+792+1%$19.3M$19.0M-$268.4K2026-10-28
Park Avenue Securities LLC
INCREASED102,45998,778+3,681+4%$18.7M$19.0K-$18.7M2026-10-26
Central Trust Co
DECREASED102,051103,691-1,640-2%$19.7M$18.9M-$727.5K2026-11-05
Bourgeon Capital Management LLC
INCREASED101,92490,089+11,835+13%$17.1M$18.9M+$1.8M2026-10-19
Allied Investment Advisors, LLC
INCREASED101,527101,187+340+0%$19.2M$18.8M-$349.7K2026-10-13
Clear Harbor Asset Management, LLC
INCREASED101,50688,345+13,161+15%$16.8M$18.8M+$2.1M2026-11-05
Archon Partners LLC
UNCHANGED101,000101,00000%$19.2M$18.8M-$412.1K2026-10-26
Choreo, LLC
INCREASED100,742100,187+555+1%$19.0M$18.7M-$305.4K2026-10-28
Highland Capital Management, LLC
DECREASED97,82098,320-500-1%$18.7M$18.2M-$494.0K2026-10-26
Vantage Investment Partners, LLC
DECREASED97,66397,788-1250%$18.6M$18.1M-$422.2K2026-10-27
Everett Harris & Co
DECREASED97,151105,058-7,907-8%$19.9M$18.0M-$1.9M2026-10-28
KTF Investments, LLC
DECREASED95,65097,820-2,170-2%$18.6M$17.8M-$802.0K2026-10-23
Abner Herrman & Brock LLC
INCREASED95,37788,193+7,184+8%$16.7K$17.7K+$9742026-10-20
JB Capital LLC
INCREASED95,00792,308+2,699+3%$17.5M$17.6M+$124.5K2026-10-19
Canal Insurance Co
UNCHANGED93,66293,66200%$17.8M$17.4K-$17.8M2026-10-20
Bokf, NA
INCREASED90,70282,497+8,205+10%$15.7M$16.8M+$1.2M2026-10-27
Cornerstone Advisors, LLC
UNCHANGED90,53890,53800%$17.2M$16.8M-$369.4K2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED90,16694,946-4,780-5%$18.0M$16.7M-$1.3M2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED89,57389,562+11+0%$17.0M$16.6M-$363.3K2026-11-03
Yousif Capital Management, LLC
DECREASED87,97488,999-1,025-1%$16.9M$16.3M-$553.4K2026-10-22
Canandaigua National Bank & Trust Co
DECREASED86,40587,194-789-1%$16.5M$16.0M-$502.2K2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED86,11482,150+3,964+5%$15.6M$16.0M+$400.7K2026-11-03
Bfsg, LLC
DECREASED85,19487,730-2,536-3%$16.6M$15.8M-$828.6K2026-10-30
JGP Wealth Management, LLC
INCREASED83,42382,053+1,370+2%$15.6M$15.5M-$80.5K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED83,40783,992-585-1%$15.9M$15.5M-$451.3K2026-10-23
Maryland State Retirement & Pension System
INCREASED82,67872,779+9,899+14%$13.8M$15.3M+$1.5M2026-11-05
Baxter Bros Inc
DECREASED82,46885,081-2,613-3%$16.1M$15.3M-$832.2K2026-11-04
Security National Bank
INCREASED80,86480,315+549+1%$15.2M$15.0M-$225.8K2026-10-26
NBT Bank, N.A.
DECREASED80,52581,864-1,339-2%$15.5M$14.9M-$582.6K2026-10-21
Carmel Capital Management L.L.C.
DECREASED80,25180,526-2750%$15.3M$14.9M-$379.6K2026-10-30
Vise Technologies, Inc.
NEW79,478—+79,478——$14.8M—2026-10-29
Ethic Inc.
INCREASED79,22971,783+7,446+10%$13.6M$14.7M+$1.1M2026-11-03
Summit Financial Wealth Advisors, LLC
DECREASED77,60679,615-2,009-3%$15.1M$14.4M-$697.8K2026-10-15
Saybrook Capital
DECREASED77,53979,169-1,630-2%$15.0M$14.4M-$625.6K2026-10-27
Stanley-Laman Group, Ltd.
DECREASED77,11680,359-3,243-4%$15.2M$14.3M-$930.0K2026-10-20
Renaissance Investment Group LLC
DECREASED76,10276,650-548-1%$14.5M$14.1M-$414.5K2026-10-28
Burns J W & Co Inc
DECREASED76,04976,121-720%$14.4M$14.1M-$323.9K2026-10-20
Inspire Trust Co, N.A.
INCREASED75,60072,600+3,000+4%$13.8M$14.0M+$260.7K2026-11-05
Rossmore Private Capital
DECREASED75,07675,795-719-1%$14.4M$13.9M-$442.7K2026-10-27
Farther Finance Advisors, LLC
INCREASED75,00170,571+4,430+6%$13.4M$13.9M+$539.2K2026-10-08
M. Kraus & Co
DECREASED74,29476,097-1,803-2%$14.4M$13.8M-$645.2K2026-10-20
Ag2r LA Mondiale Gestion D'actifs
DECREASED73,626106,071-32,445-31%$20.1M$13.7M-$6.5M2026-10-26
Hartford Investment Management Co
DECREASED72,16674,415-2,249-3%$14.1M$13.4M-$721.1K2026-11-04
Linscomb Wealth, Inc.
DECREASED72,03873,296-1,258-2%$13.9M$13.4M-$532.7K2026-11-05
Synergy Asset Management, LLC
DECREASED71,988126,392-54,404-43%$24.0M$13.4M-$10.6M2026-11-05
Matthew Goff Investment Advisor, LLC
INCREASED71,69371,395+298+0%$13.5M$13.3M-$236.1K2026-10-13
Narwhal Capital Management
DECREASED71,61080,241-8,631-11%$15.2M$13.3M-$1.9M2026-11-04
Valicenti Advisory Services Inc
DECREASED71,28771,460-1730%$13.6K$13.2K-$3242026-10-23
Cincinnati Financial Corp
UNCHANGED71,00071,00000%$13.5M$13.2M-$289.7K2026-11-03
Oak Harvest Investment Services
INCREASED70,2165,000+65,216+1304%$948.7K$13.0M+$12.1M2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED69,98561,396+8,589+14%$11.6M$13.0M+$1.3M2026-10-16
Compass Capital Management, Inc
INCREASED69,92667,645+2,281+3%$12.8M$13.0M+$147.5K2026-11-06
Prospera Financial Services Inc
INCREASED69,82167,103+2,718+4%$12.7M$14.0M+$1.2M2026-11-04
J.W. Cole Advisors, Inc.
DECREASED69,77670,249-473-1%$13.3M$13.0M-$374.5K2026-11-05
AMG National Trust Bank
DECREASED69,17870,090-912-1%$13.3M$12.8M-$455.3K2026-11-05
First Financial Bank - Trust Division
INCREASED68,80066,810+1,990+3%$12.7M$12.8M+$96.9K2026-10-01
Smithbridge Asset Management Inc
INCREASED68,77767,950+827+1%$12.9M$12.8M-$123.7K2026-10-19
Tufton Capital Management
DECREASED68,52469,217-693-1%$13.1M$12.7K-$13.1M2026-10-20
Y-Intercept (Hong Kong) Ltd
INCREASED68,3911,564+66,827+4273%$296.7K$12.7M+$12.4M2026-10-16
Griffin Asset Management, Inc.
DECREASED67,81368,173-360-1%$12.9M$12.6M-$345.0K2026-10-22
Royal Fund Management, LLC
DECREASED67,75471,353-3,599-5%$13.5M$12.6M-$959.3K2026-10-22
Ascent Wealth Partners, LLC
INCREASED67,05566,818+237+0%$12.7M$12.4M-$228.6K2026-10-23
Palisade Asset Management, LLC
DECREASED66,85867,285-427-1%$12.8M$12.4M-$353.8K2026-11-03
New Mexico Educational Retirement Board
UNCHANGED66,77666,77600%$12.7M$12.4K-$12.7M2026-11-05
Louisiana State Employees Retirement System
DECREASED66,30068,800-2,500-4%$13.1M$12.3M-$744.8K2026-10-20
Cohen Capital Management, Inc.
DECREASED65,23365,503-2700%$12.4M$12.1M-$317.4K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED65,22169,873-4,652-7%$13.3M$12.1M-$1.1M2026-10-23
LS Investment Advisors, LLC
DECREASED65,15069,724-4,574-7%$13.2M$12.1M-$1.1M2026-10-13
Marietta Wealth Management, LLC
DECREASED65,02666,560-1,534-2%$12.6M$12.1M-$503.2K2026-10-22
Perigon Wealth Management, LLC
DECREASED64,43570,395-5,960-8%$13.4M$12.0M-$1.4M2026-10-22
Hendershot Investments Inc.
DECREASED64,22664,925-699-1%$12.3M$11.9M-$394.7K2026-11-05
Parsons Capital Management Inc
DECREASED64,09464,259-1650%$12.2M$11.9M-$292.8K2026-10-28
LMG Wealth Partners, LLC
INCREASED63,16762,720+447+1%$11.9M$11.7M-$172.8K2026-11-05
Live Oak Private Wealth LLC
DECREASED62,49062,917-427-1%$11.9M$11.6M-$336.0K2026-11-02
Benedict Financial Advisors Inc
DECREASED62,42563,731-1,306-2%$12.1M$11.6M-$502.6K2026-10-07
Beacon Investment Advisory Services, Inc.
DECREASED62,33462,599-2650%$11.9M$11.6M-$304.6K2026-10-13
RPG Investment Advisory, LLC
DECREASED61,839112,515-50,676-45%$21.3M$11.5M-$9.9M2026-10-21
AIA Group Ltd
DECREASED61,04591,328-30,283-33%$17.3M$11.3M-$6.0M2026-10-30
Goelzer Investment Management, Inc.
INCREASED60,76456,585+4,179+7%$10.7M$11.3M+$545.0K2026-10-16
Nordwand Advisors, LLC
DECREASED60,61060,781-1710%$11.5M$11.3M-$279.7K2026-11-05
Yarbrough Capital, LLC
UNCHANGED59,99659,99600%$11.4M$11.1M-$244.8K2026-10-19
Strategic Planning Group, LLC
INCREASED59,75658,495+1,261+2%$11.1M$11.1M-$4.5K2026-10-22
Romano Brothers and Company
DECREASED59,68960,704-1,015-2%$11.5M$11.1M-$436.1K2026-10-22
Neville Rodie & Shaw Inc
DECREASED58,99559,375-380-1%$11.3K$11.0K-$3142026-10-05
Contravisory Investment Management, Inc.
DECREASED58,49460,256-1,762-3%$11.4M$10.9M-$573.0K2026-10-13
IFP Advisors, Inc
DECREASED57,89860,470-2,572-4%$11.5M$10.7M-$724.2K2026-10-16
Baker Ellis Asset Management LLC
DECREASED57,87058,545-675-1%$11.1M$10.7M-$364.2K2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED57,32356,269+1,054+2%$10.7M$10.6M-$33.9K2026-10-21
Oak Asset Management, LLC
DECREASED56,66557,440-775-1%$10.9M$10.5M-$378.1K2026-10-13
ProVise Management Group, LLC
DECREASED56,51159,508-2,997-5%$11.3M$10.5M-$799.3K2026-11-06
KMG Fiduciary Partners, LLC
DECREASED56,50158,597-2,096-4%$11.1M$10.5M-$628.2K2026-10-14
Modera Wealth Management, LLC
INCREASED55,69355,554+139+0%$10.5M$10.3M-$200.7K2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
NEW55,656—+55,656——$10.3K—2026-10-22
Wedbush Securities Inc
INCREASED55,53555,399+136+0%$10.5M$10.3K-$10.5M2026-10-22
Lockheed Martin Investment Management Co
DECREASED55,37080,820-25,450-31%$15.3M$10.3M-$5.1M2026-11-04
Cornerstone Wealth Management, LLC
DECREASED53,98954,941-952-2%$10.4M$10.0M-$401.0K2026-11-04
Asset Planning Services Inc
DECREASED53,86054,275-415-1%$10.3M$10.0K-$10.3M2026-10-15
Visionary Wealth Advisors
INCREASED53,72550,179+3,546+7%$9.5M$10.0M+$453.5K2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED53,50056,711-3,211-6%$10.8M$9.9M-$827.9K2026-10-30
Pegasus Asset Management, Inc.
INCREASED53,00552,439+566+1%$9.9M$9.8M-$108.9K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED52,95349,636+3,317+7%$9.4M$9.8M+$413.3K2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED52,61245,745+6,867+15%$8.7M$9.8M+$1.1M2026-11-05
Founders Capital Management
INCREASED52,16851,478+690+1%$9.8M$9.7M-$81.9K2026-10-13
Citizens National Bank Trust Department
INCREASED52,14951,819+330+1%$9.8M$9.7M-$150.2K2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED52,10049,674+2,426+5%$9.4M$9.7M+$247.7K2026-10-26
Eastover Investment Advisors LLC
DECREASED51,45851,649-1910%$9.8M$9.6M-$246.2K2026-10-05
Valeo Financial Advisors, LLC
INCREASED51,13350,921+212+0%$9.7M$9.5M-$168.4K2026-10-08
Perryman Financial Advisory Inc
INCREASED50,94650,485+461+1%$9.6M$9.5M-$120.4K2026-10-16
Towne Trust Company, N.a
DECREASED50,56551,599-1,034-2%$9.8M$9.4M-$402.5K2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED50,43453,271-2,837-5%$10.1M$9.4M-$744.0K2026-11-03
Dana Investment Advisors, Inc.
DECREASED50,34453,040-2,696-5%$10.1M$9.3M-$717.0K2026-11-06
Phraction Management LLC
DECREASED50,27550,960-685-1%$9.7M$9.3M-$335.1K2026-10-14
Uncommon Cents Investing Inc
DECREASED50,04650,870-824-2%$9.7M$9.3M-$360.5K2026-10-20
Gamma Investing LLC
INCREASED49,58246,995+2,587+6%$8.9M$9.2M+$288.5K2026-10-08
Builder Investment Group Inc
DECREASED49,43649,477-410%$9.4M$9.2M-$209.4K2026-10-22
TrueMark Investments, LLC
INCREASED49,31043,234+6,076+14%$8.2M$9.2M+$951.6K2026-11-05
Ritholtz Wealth Management
INCREASED49,30947,752+1,557+3%$9.1M$9.2M+$94.2K2026-11-05
Crestwood Advisors Group, LLC
INCREASED49,04648,843+203+0%$9.3M$9.1M-$161.6K2026-10-27
First American Bank
DECREASED48,89350,084-1,191-2%$9.5M$9.1M-$425.5K2026-10-27
Meridian Wealth Management, LLC
DECREASED48,79254,160-5,368-10%$10.3M$9.0M-$1.2M2026-11-05
YHB Investment Advisors, Inc.
DECREASED48,61748,845-2280%$9.3M$9.0M-$241.6K2026-10-08
Citizens Financial Group Inc
DECREASED48,07248,960-888-2%$9.3M$8.9M-$364.6K2026-10-23
Penobscot Investment Management Company, Inc.
DECREASED47,16347,239-760%$9.0M$8.8M-$206.8K2026-10-26
Advanced Asset Management Advisors Inc
UNCHANGED46,77646,77600%$8.9M$8.7M-$190.8K2026-10-20
Shepherd Financial Partners LLC
DECREASED46,74647,201-455-1%$9.0M$8.7M-$277.1K2026-11-03
XML Financial, LLC
DECREASED46,55247,635-1,083-2%$9.0M$8.6M-$395.3K2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED46,26445,340+924+2%$8.6M$8.6M-$13.5K2026-10-16
Searle & Co.
DECREASED46,07948,079-2,000-4%$9.1M$8.6M-$567.5K2026-11-04
Guardian Partners Inc.
DECREASED45,93346,531-598-1%$8.8M$8.5M-$300.9K2026-10-21
DLK Investment Management, LLC
DECREASED45,78859,876-14,088-24%$6.0M$8.5M+$2.5M2026-10-09
Diversify Wealth Management, LLC
DECREASED45,53846,852-1,314-3%$10.2M$8.5M-$1.7M2026-10-20
Diversify Advisory Services, LLC
DECREASED45,53846,852-1,314-3%$10.2M$8.5M-$1.7M2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED45,51345,711-1980%$8.7M$8.4M-$223.3K2026-10-29
Brookstone Capital Management
DECREASED45,49250,576-5,084-10%$9.6M$8.4M-$1.2M2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED45,03940,264+4,775+12%$7.6M$8.4M+$722.0K2026-10-22
Integrity Alliance, Llc.
INCREASED44,75143,633+1,118+3%$8.3M$8.3M+$29.6K2026-10-29
Axxion S.A.
UNCHANGED44,62744,62700%$8.5M$8.3M-$182.1K2026-10-22
CWA Asset Management Group, LLC
DECREASED44,11245,538-1,426-3%$8.6M$8.2M-$450.6K2026-10-19
Trust Co of Toledo NA
INCREASED43,87343,133+740+2%$8.2M$8.1M-$38.6K2026-10-16
Cypress Capital Group
DECREASED43,80044,339-539-1%$8.4M$8.1M-$281.0K2026-11-03
Vest Financial, LLC
DECREASED43,63344,126-493-1%$8.4M$8.1M-$271.6K2026-10-21
Greenleaf Trust
DECREASED43,42743,608-1810%$8.3M$8.1M-$211.5K2026-10-29
Sagespring Wealth Partners, LLC
INCREASED43,41241,616+1,796+4%$7.9M$8.1M+$163.6K2026-10-22
Illinois Municipal Retirement Fund
DECREASED43,27745,867-2,590-6%$8.7M$8.0M-$668.0K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED43,22243,799-577-1%$8.3M$8.0M-$285.9K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED43,12642,859+267+1%$8.1M$8.0M-$125.3K2026-10-23
Sapient Capital LLC
DECREASED42,90749,049-6,142-13%$9.3M$8.0M-$1.3M2026-10-08
Compound Planning, Inc.
INCREASED42,90339,678+3,225+8%$7.5M$8.0M+$436.8K2026-11-05
Legacy Trust
DECREASED42,52146,824-4,303-9%$8.9M$8.5M-$388.2K2026-11-06
Wendell David Associates Inc
DECREASED42,20543,314-1,109-3%$8.2M$7.8K-$8.2M2026-10-27
Chicago Capital, LLC
INCREASED42,16941,071+1,098+3%$7.8M$7.8M+$36.2K2026-10-13
HUB Investment Partners, LLC
INCREASED41,91138,089+3,822+10%$7.2M$7.8M+$554.0K2026-11-03
Trust Co of Kansas
DECREASED41,87744,374-2,497-6%$8.4M$7.8K-$8.4M2026-11-06
Pioneer Trust Bank N A
INCREASED41,84141,771+70+0%$7.9M$7.8M-$157.4K2026-11-06
Alps Advisors Inc
INCREASED41,68332,253+9,430+29%$6.1M$7.7M+$1.6M2026-11-03
Signaturefd, LLC
INCREASED41,63739,398+2,239+6%$7.5M$7.7M+$255.0K2026-10-23
Cornerstone Wealth Group, LLC
INCREASED41,42330,412+11,011+36%$5.8M$7.7M+$1.9M2026-11-02
North Dakota State Investment Board
INCREASED41,31539,783+1,532+4%$7.5M$7.7M+$122.1K2026-10-27
Themes Management Co LLC
NEW41,283—+41,283——$7.7M—2026-10-29
Mystic Asset Management, Inc.
DECREASED41,14941,273-1240%$7.8M$7.6M-$191.3K2026-10-15
StrongBox Wealth, LLC
INCREASED41,03239,106+1,926+5%$7.4M$7.6M+$198.2K2026-11-02
HBK Sorce Advisory LLC
DECREASED40,98742,897-1,910-4%$9.5M$7.9M-$1.7M2026-11-06
Glass Wealth Management Co LLC
INCREASED40,94137,300+3,641+10%$7.1M$7.6M+$523.8K2026-10-28
Argyle Capital Management, LLC
DECREASED40,84840,873-250%$7.8M$7.6M-$171.4K2026-10-28
AlphaCore Capital LLC
NEW40,797—+40,797——$7.6M—2026-11-04
Dillon & Associates Inc
DECREASED40,57840,908-330-1%$7.8M$7.5K-$7.8M2026-10-22
Quadrant Capital Group LLC
INCREASED40,29840,189+109+0%$7.6M$7.4M-$249.7K2026-10-20
Cincinnati Casualty Co
UNCHANGED40,00040,00000%$7.6M$7.4M-$163.2K2026-11-03
Meiji Yasuda America Inc
INCREASED39,79632,423+7,373+23%$6.2M$7.4M+$1.2M2026-10-22
First Merchants Corp
INCREASED39,76138,495+1,266+3%$7.3M$7.4M+$78.0K2026-10-15
Arthur M. Cohen & Associates, LLC
INCREASED39,76139,539+222+1%$7.5M$7.4M-$120.1K2026-10-26
Somerset Trust Co
DECREASED39,63739,680-430%$7.5M$7.4M-$169.9K2026-10-13
Monte Financial Group, LLC
DECREASED39,62640,180-554-1%$8.6M$7.4M-$1.3M2026-11-02
Chemung Canal Trust Co
DECREASED39,28139,974-693-2%$7.6M$7.3M-$291.7K2026-11-04
SEB Asset Management AB
INCREASED39,06229,561+9,501+32%$5.6M$7.3M+$1.6M2026-11-04
Kraematon Investment Advisors, Inc
DECREASED39,06239,244-1820%$7.4M$7.3M-$193.9K2026-11-02
Sava Infond d.o.o.
UNCHANGED38,80038,80000%$7.4M$7.2M-$158.3K2026-10-28
OAK Family Advisors, LLC
DECREASED38,73140,048-1,317-3%$7.6M$7.2M-$407.9K2026-10-19
Naples Global Advisors, LLC
DECREASED38,69238,909-217-1%$7.4M$7.2M-$199.0K2026-11-05
RED Cedar Investment Management, LLC
UNCHANGED38,62138,62100%$7.3M$7.2M-$157.6K2026-11-04
Ascent Group, LLC
INCREASED38,62036,867+1,753+5%$7.0M$7.2M+$175.3K2026-10-30
Huntleigh Advisors, Inc.
INCREASED38,41237,403+1,009+3%$7.1M$7.1M+$34.7K2026-11-03
Baker Chad R
UNCHANGED38,34838,34800%$7.3M$7.1M-$156.5K2026-10-22
Patrick Mauro Investment Advisor, Inc.
INCREASED38,27937,450+829+2%$7.1M$7.1M+$1.1K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED38,27134,231+4,040+12%$6.5M$7.1M+$610.4K2026-10-13
New Hampshire Trust
INCREASED38,09237,919+173+0%$7.2M$7.1M-$122.6K2026-10-20
Prescott Group Capital Management, L.L.C.
DECREASED37,88039,411-1,531-4%$7.5M$7.0M-$445.0K2026-10-30
Nations Financial Group Inc,
INCREASED37,82137,258+563+2%$7.1M$7.0M-$47.4K2026-11-05
Home Federal Bank of Tennessee
DECREASED37,72537,786-610%$7.2M$7.0M-$165.5K2026-10-15
Liberty Capital Management, Inc.
DECREASED37,54439,103-1,559-4%$7.4M$7.0M-$449.0K2026-11-02
First Horizon Corp
DECREASED37,50537,829-324-1%$7.2M$7.0M-$214.5K2026-10-26
Moody Lynn Lieberson & Walker, LLC
INCREASED37,48734,638+2,849+8%$6.6M$7.0M+$387.6K2026-10-14
Parallel Advisors, LLC
DECREASED37,37239,043-1,671-4%$7.4M$6.9M-$469.7K2026-11-03
Telos Capital Management, Inc.
INCREASED37,18536,996+189+1%$7.0M$6.9M-$116.0K2026-11-02
McGuire Investment Group, LLC
INCREASED37,18436,431+753+2%$6.9M$6.9M-$8.8K2026-10-23
Patten Group, Inc.
DECREASED37,17738,119-942-2%$7.2M$6.9M-$330.3K2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED36,94936,94900%$7.0M$6.9M-$150.8K2026-10-16
Legacy Wealth Management, LLC / MS
INCREASED36,83035,894+936+3%$6.8M$6.8M+$27.5K2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED36,59444,060-7,466-17%$8.4M$6.8M-$1.6M2026-10-22
Brick & Kyle, Associates
DECREASED36,52836,801-273-1%$7.1M$6.8M-$317.4K2026-11-05
Spire Wealth Management
INCREASED36,23510,351+25,884+250%$2.0M$6.7M+$4.8M2026-10-30
Rockline Wealth Management, LLC
DECREASED35,99236,424-432-1%$6.9M$6.7M-$228.8K2026-10-26
Lynch & Associates
INCREASED35,74235,729+13+0%$6.8M$6.6M-$143.4K2026-10-13
Chronos Wealth Management, LLC
DECREASED35,65835,944-286-1%$6.8M$6.6M-$199.7K2026-10-20
MGO One Seven LLC
INCREASED35,61533,564+2,051+6%$6.4M$6.6M+$243.8K2026-10-28
Private Trust Co NA
INCREASED35,58334,316+1,267+4%$6.5M$6.6M+$95.2K2026-10-20
Sage Capital Advisors,llc
INCREASED35,47435,436+38+0%$6.7M$6.6M-$137.6K2026-10-13
Plimoth Trust Co LLC
INCREASED35,42834,243+1,185+3%$6.5M$6.6M+$80.3K2026-10-26
Mission Wealth Management, LP
DECREASED35,15246,959-11,807-25%$8.9M$6.5M-$2.4M2026-10-15
Securian Asset Management, Inc
DECREASED35,00935,761-752-2%$6.9M$6.5M-$420.7K2026-11-06
Strategic Blueprint, LLC
INCREASED34,87433,969+905+3%$6.4M$6.5M+$29.5K2026-10-22
Exchange Traded Concepts, LLC
INCREASED34,82629,560+5,266+18%$5.6M$6.5M+$857.0K2026-10-28
CX Institutional
INCREASED34,39033,128+1,262+4%$6.3K$6.4K+$1002026-10-02
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED34,00034,00000%$6.5M$6.3M-$138.7K2026-10-22
Mcdonald Partners LLC
DECREASED33,84734,018-1710%$6.5M$6.3M-$170.6K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED33,57634,452-876-3%$6.5M$6.2M-$303.2K2026-10-23
Iowa State Bank
DECREASED33,43335,207-1,774-5%$6.7M$6.2M-$473.0K2026-10-06
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED33,34833,34800%$6.3M$6.2M-$136.1K2026-11-06
SeaBridge Investment Advisors LLC
INCREASED33,29231,570+1,722+5%$6.0M$6.2M+$191.0K2026-11-02
Orca Wealth Management, LLC
INCREASED33,12832,928+200+1%$6.2M$6.2M-$97.3K2026-10-14
Butensky & Cohen Financial Security, Inc
DECREASED33,10133,547-446-1%$6.4M$6.1M-$219.7K2026-10-13
Compass Wealth Management LLC
DECREASED33,05933,949-890-3%$6.4M$6.1M-$303.7K2026-10-22
Midwest Professional Planners, Ltd.
DECREASED33,01735,048-2,031-6%$6.6M$6.1M-$520.0K2026-10-29
Community Bank, N.A.
DECREASED32,95133,106-1550%$6.3M$6.1M-$163.8K2026-11-06
Scott & Selber, Inc.
DECREASED32,86132,909-480%$6.2M$6.1M-$143.2K2026-10-21
Milestone Asset Management Group, LLC
INCREASED32,40831,435+973+3%$6.0M$6.0M+$52.5K2026-10-20
Moneco Advisors, LLC
INCREASED32,40132,284+117+0%$6.1M$6.0M-$110.0K2026-11-05
First Premier Bank
DECREASED32,15732,732-575-2%$6.2K$6.0K-$2402026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED32,12732,482-355-1%$6.2M$6.0M-$198.4K2026-10-15
Skylands Capital, LLC
DECREASED32,09032,135-450%$6.1M$6.0M-$139.5K2026-10-21
Harmony Asset Management LLC
DECREASED31,98532,260-275-1%$6.1M$5.9M-$182.6K2026-10-20
Princeton Global Asset Management LLC
INCREASED31,93331,492+441+1%$6.0M$5.9M-$46.7K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED31,89431,443+451+1%$6.0M$5.9M-$44.5K2026-10-13
Brighton Jones LLC
INCREASED31,83626,948+4,888+18%$5.1M$5.9M+$797.4K2026-11-03
Delta Financial Advisors LLC
INCREASED31,24331,009+234+1%$5.9M$5.8M-$83.2K2026-10-27
Convergence Investment Partners, LLC
INCREASED31,19828,746+2,452+9%$5.5M$5.8M+$337.9K2026-10-28
Harbour Capital Advisors, LLC
INCREASED31,18231,019+163+1%$6.1M$5.8M-$288.6K2026-10-13
Cypress Asset Management Inc
DECREASED31,07831,895-817-3%$6.1M$5.8M-$281.8K2026-10-09
Elyxium Wealth, LLC
DECREASED30,91331,572-659-2%$6.0M$5.7M-$251.2K2026-10-27
Mendel Money Management
INCREASED30,88630,833+53+0%$5.8M$5.7M-$115.4K2026-11-02
Blue Fin Capital, Inc.
DECREASED30,81230,840-280%$5.9M$5.7M-$131.1K2026-10-28
Portfolio Design Labs, LLC
DECREASED30,80330,917-1140%$5.9M$5.7M-$147.3K2026-11-04
Fulton Bank, N.A.
INCREASED30,62730,461+166+1%$5.8M$5.7M-$93.5K2026-10-14
Tritonpoint Wealth, LLC
INCREASED30,50530,453+52+0%$5.8M$5.7M-$114.6K2026-10-19
Wedmont Private Capital
INCREASED30,50021,855+8,645+40%$4.3M$5.6M+$1.3M2026-10-09
Studio Investment Management LLC
DECREASED30,22630,685-459-1%$5.8M$5.6M-$210.4K2026-10-22
AMI Investment Management Inc
INCREASED30,10929,801+308+1%$5.7M$5.6M-$64.4K2026-10-27
Cohen Investment Advisors LLC
INCREASED30,06729,984+83+0%$5.7M$5.6M-$106.9K2026-10-20
American Assets Investment Management, LLC
UNCHANGED30,00030,00000%$5.7M$5.6M-$122.4K2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED29,72430,277-553-2%$5.7M$5.5M-$226.1K2026-10-13
First Citizens Bank & Trust Co
INCREASED29,70315,229+14,474+95%$2.9M$5.5M+$2.6M2026-10-14
First Pacific Financial
INCREASED29,69529,277+418+1%$5.6M$5.5M-$41.9K2026-10-14
Jacobi Capital Management LLC
INCREASED29,50929,269+240+1%$5.6M$5.5M-$74.9K2026-11-05
Tema Etfs LLC
INCREASED29,09828,416+682+2%$5.4M$5.4M+$10.7K2026-10-16
Courier Capital LLC
DECREASED29,00056,938-27,938-49%$10.8M$6.0M-$4.8M2026-10-19
Weatherly Asset Management L. P.
INCREASED28,97428,574+400+1%$5.4M$5.4M-$42.3K2026-10-20
Nemes Rush Group LLC
DECREASED28,85529,475-620-2%$5.6M$5.4M-$235.4K2026-11-04
Nilsine Partners, LLC
INCREASED28,75528,612+143+1%$5.4M$5.3M-$90.2K2026-11-02
Capital Asset Advisory Services LLC
DECREASED28,74729,940-1,193-4%$5.7M$5.6M-$83.4K2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED28,62429,248-624-2%$5.5M$5.3M-$235.1K2026-10-05
Bouvel Investment Partners, LLC
DECREASED28,61328,889-276-1%$5.5M$5.3M-$169.1K2026-10-13
Axxcess Wealth Management, LLC
DECREASED28,48171,822-43,341-60%$13.6M$5.3M-$8.3M2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED28,45426,055+2,399+9%$4.9M$5.3M+$339.0K2026-10-14
GKV Capital Management Co., Inc.
DECREASED28,35431,527-3,173-10%$6.0M$5.3M-$717.7K2026-11-06
Clark Financial Services Group Inc
DECREASED28,15236,770-8,618-23%$7.0M$5.2M-$1.7M2026-10-19
Soltis Investment Advisors LLC
INCREASED28,13217,649+10,483+59%$3.3M$5.2M+$1.9M2026-10-28
Davis-Rea Ltd.
DECREASED27,96728,684-717-2%$5.4M$5.2M-$250.1K2026-10-13
Auto-Owners Insurance Co
DECREASED27,90040,687-12,787-31%$7.7M$5.2M-$2.5M2026-10-15
Verdence Capital Advisors LLC
INCREASED27,85427,186+668+2%$5.2M$5.2M+$13.2K2026-10-26
HCR Wealth Advisors
INCREASED27,82627,536+290+1%$5.2M$5.2M-$58.5K2026-10-15
Citadel Investment Advisory, Inc.
DECREASED27,77327,943-170-1%$5.3M$5.2M-$146.0K2026-10-15
High Note Wealth, LLC
INCREASED27,74927,468+281+1%$5.2M$5.2M-$60.0K2026-10-27
Family Capital Trust Co
DECREASED27,67327,693-200%$5.3M$5.1M-$116.7K2026-10-22
PFG Advisors
NEW27,666—+27,666——$5.1M—2026-10-16
Barry Investment Advisors, LLC
DECREASED27,34127,675-334-1%$5.3M$5.1M-$174.9K2026-10-14
Journey Advisory Group, LLC
INCREASED27,32227,147+175+1%$5.2M$5.1M-$78.3K2026-11-04
Old National Bancorp
INCREASED27,20626,858+348+1%$5.1M$5.1M-$45.0K2026-10-20
Marble Harbor Investment Counsel, LLC
DECREASED27,09427,095-10%$5.1M$5.0M-$110.6K2026-11-06
Platform Technology Partners
DECREASED27,04027,232-192-1%$5.2M$5.0M-$146.8K2026-11-02
Thompson Siegel & Walmsley LLC
DECREASED27,02927,110-810%$5.1M$5.0K-$5.1M2026-11-05
Signal Advisors Wealth, LLC
INCREASED26,92018,889+8,031+43%$3.6M$5.0M+$1.4M2026-10-13
Inscription Capital, LLC
DECREASED26,82630,483-3,657-12%$5.8M$5.0M-$803.2K2026-11-02
VestGen Advisors, LLC
DECREASED26,75131,905-5,154-16%$6.1M$5.0M-$1.1M2026-10-27
Golden State Wealth Management, LLC
INCREASED26,66126,263+398+2%$5.0M$4.9M-$33.3K2026-11-02
Sowell Financial Services LLC
INCREASED26,61323,282+3,331+14%$4.4M$4.9M+$523.5K2026-10-23
Herbst Group, LLC
DECREASED26,53527,335-800-3%$5.2M$4.9M-$260.0K2026-10-20
Chicago Partners Investment Group LLC
INCREASED26,53019,959+6,571+33%$4.2M$5.1M+$892.8K2026-10-27
B&D White Capital Company, LLC
INCREASED26,5006,250+20,250+324%$1.2M$4.9M+$3.7M2026-11-02
Pacifica Partners Inc.
DECREASED26,43226,767-335-1%$5.3M$4.9M-$439.7K2026-10-09
Jamison Private Wealth Management, Inc.
INCREASED26,41725,104+1,313+5%$4.8M$4.9M+$141.3K2026-10-14
Malaga Cove Capital, LLC
INCREASED26,33325,157+1,176+5%$4.8M$4.9M+$115.7K2026-10-23
Virginia Retirement Systems ET Al
DECREASED26,30045,000-18,700-42%$8.5M$4.9M-$3.7M2026-10-28
Capital Investment Counsel, Inc
DECREASED26,00626,272-266-1%$5.0M$4.8M-$156.6K2026-10-20
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED26,00026,00000%$4.9M$4.8M-$106.1K2026-11-03
Werlinich Asset Management, LLC
UNCHANGED25,91425,91400%$4.9M$4.8M-$105.7K2026-10-09
Ellerson Group Inc
DECREASED25,86327,120-1,257-5%$5.1M$5.3M+$125.9K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED25,82926,170-341-1%$5.0M$4.8M-$170.1K2026-10-22
Independent Financial Group, LLC
INCREASED25,80124,271+1,530+6%$4.6M$4.8M+$185.0K2026-10-13
NTV Asset Management LLC
INCREASED25,50017,793+7,707+43%$3.4M$4.7M+$1.4M2026-10-23
Lipe & Dalton
DECREASED25,48225,782-300-1%$4.9K$4.7K-$1612026-10-15
Norden Group LLC
DECREASED25,40726,066-659-3%$4.9M$4.7M-$228.7K2026-10-20
Portside Wealth Group, LLC
INCREASED25,26524,991+274+1%$4.7M$4.7M-$51.0K2026-10-20
Nichols & Pratt Advisers LLP
DECREASED25,05625,107-510%$4.8M$4.6M-$127.9K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED24,99224,124+868+4%$4.6M$4.6M+$62.8K2026-10-26
Lynx Capital Group LTD
NEW24,603—+24,603——$4.6M—2026-11-04
Legal Advantage Investments, Inc.
UNCHANGED24,51624,51600%$4.7M$4.6M-$100.0K2026-10-13
Northstar Asset Management Co
DECREASED24,47824,703-225-1%$5.3M$4.7M-$566.6K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED24,39426,419-2,025-8%$5.0M$4.5M-$477.1K2026-10-14
Pathway Financial Advisers, LLC
NEW24,299—+24,299——$4.5M—2026-10-27
First National Trust Co
INCREASED24,25022,385+1,865+8%$4.2M$4.5M+$254.9K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED24,24323,118+1,125+5%$4.4M$4.5M+$114.5K2026-10-21
Equitable Trust Co
INCREASED24,14024,121+19+0%$4.6M$4.5M-$94.9K2026-10-13
Bell & Brown Wealth Advisors, LLC
DECREASED24,08726,269-2,182-8%$5.0M$4.5M-$512.2K2026-10-16
Laurel Wealth Advisors LLC
DECREASED24,00525,025-1,020-4%$4.7M$4.5M-$291.5K2026-10-27
ARS Wealth Advisors Group, LLC
DECREASED23,95724,535-578-2%$4.7M$4.4M-$207.4K2026-10-16
Curbstone Financial Management Corp
DECREASED23,93824,488-550-2%$4.6M$4.4M-$202.0K2026-10-21
United Asset Strategies, Inc.
INCREASED23,93123,906+25+0%$4.5M$4.4M-$93.0K2026-10-28
Hartford Financial Management Inc.
DECREASED23,92123,954-330%$4.5M$4.4M-$103.9K2026-10-21
Essex Bank
DECREASED23,88724,020-133-1%$4.6M$4.4M-$122.7K2026-10-16
S.E.E.D. Planning Group LLC
INCREASED23,44522,952+493+2%$4.4M$4.4M-$2.1K2026-10-07
Provenance Wealth Advisors, LLC
INCREASED23,3802,546+20,834+818%$483.1K$4.3M+$3.9M2026-10-30
111 Capital
INCREASED23,3532,576+20,777+807%$488.7K$4.3M+$3.8M2026-11-03
Princeton Capital Management LLC
INCREASED23,29922,226+1,073+5%$4.2M$4.3M+$108.5K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED23,20221,553+1,649+8%$4.0M$4.3M+$269.9K2026-10-13
RFG Advisory, LLC
INCREASED23,18919,958+3,231+16%$3.8M$4.3M+$518.4K2026-11-03
Level Four Advisory Services, LLC
INCREASED23,10422,871+233+1%$4.3M$4.3M-$50.2K2026-11-06
Quadcap Wealth Management, LLC
DECREASED23,10024,208-1,108-5%$4.6M$4.3M-$304.5K2026-11-02
Waters Parkerson & Co., LLC
DECREASED23,09323,193-1000%$4.4M$4.3M-$113.2K2026-11-04
Strong Tower Advisory Services
DECREASED23,06923,822-753-3%$4.5M$4.3M-$237.0K2026-10-13
Howland Capital Management LLC
INCREASED22,51522,445+70+0%$4.3M$4.2M-$78.5K2026-10-22
Sigma Planning Corp
DECREASED22,48124,436-1,955-8%$4.6M$4.2M-$463.6K2026-10-23
Robbins Farley
DECREASED22,47226,341-3,869-15%$5.0M$4.2M-$825.8K2026-10-21
Global Wealth Management Investment Advisory, Inc.
DECREASED22,41128,101-5,690-20%$5.3M$4.2M-$1.2M2026-11-04
Dmkc Advisory Services, LLC
INCREASED22,37122,202+169+1%$4.2M$4.2M-$59.2K2026-11-04
BAR Harbor Wealth Management
DECREASED22,05022,311-261-1%$4.2M$4.1M-$139.5K2026-10-21
Summit Place Financial Advisors, LLC
DECREASED21,87723,612-1,735-7%$4.5M$4.1M-$418.4K2026-10-23
Arista Wealth Management, LLC
INCREASED21,76321,694+69+0%$4.1M$4.0M-$75.6K2026-10-29
Westhampton Capital, LLC
DECREASED21,56222,362-800-4%$4.2M$4.0M-$239.8K2026-10-30
VCI Wealth Management LLC
INCREASED21,48521,472+13+0%$4.1M$4.0M-$85.2K2026-10-29
Delta Capital Management LLC
INCREASED21,40020,850+550+3%$4.0K$4.0K+$172026-10-16
Consolidated Investment Group LLC
INCREASED21,30017,800+3,500+20%$3.4M$4.0M+$577.2K2026-11-04
Aaron Wealth Advisors LLC
DECREASED21,07821,667-589-3%$4.1M$3.9M-$197.7K2026-10-13
Caldwell Trust Co
DECREASED21,00121,401-400-2%$4.1M$3.9M-$161.6K2026-10-30
Grey Ledge Advisors, LLC
DECREASED20,96421,650-686-3%$4.1M$3.9M-$215.7K2026-11-02
Essex LLC
DECREASED20,91220,992-800%$4.0M$3.9M-$100.6K2026-10-14
Y.D. More Investments Ltd
INCREASED20,86833+20,835+63136%$21$3.9M+$3.9M2026-11-02
BigSur Wealth Management LLC
DECREASED20,85020,922-720%$4.0M$3.9M-$98.7K2026-10-13
DeDora Capital, Inc.
DECREASED20,82220,907-850%$4.0M$3.9M-$101.1K2026-10-26
Bangor Savings Bank
DECREASED20,81121,748-937-4%$4.1M$3.9M-$262.7K2026-10-06
Terra Nova Asset Management LLC
INCREASED20,61620,353+263+1%$3.9M$3.8M-$34.2K2026-10-13
Radnor Capital Management, LLC
INCREASED20,39520,115+280+1%$3.8M$3.8M-$30.1K2026-10-23
Rockland Trust Co
INCREASED20,33020,186+144+1%$3.8M$3.8M-$55.6K2026-10-05
ZWJ Investment Counsel Inc
DECREASED20,31821,539-1,221-6%$4.1M$3.8M-$314.6K2026-10-15
Northcape Wealth Management, LLC
INCREASED20,31520,233+82+0%$3.8M$3.8M-$67.3K2026-11-04
GC Wealth Management RIA, LLC
INCREASED20,31318,897+1,416+7%$3.6M$3.8M+$185.8K2026-11-02
Zions Bancorporation, National Association
INCREASED20,30814,988+5,320+36%$2.8M$3.8M+$926.5K2026-11-06
Integrated Advisors Network LLC
INCREASED20,26919,076+1,193+6%$3.6M$3.8M+$143.6K2026-10-20
Carret Asset Management, LLC
DECREASED20,20420,229-250%$3.8M$3.8M-$87.1K2026-11-04
HF Advisory Group, LLC
DECREASED20,20220,712-510-2%$3.9M$3.8M-$179.2K2026-10-09
GoalVest Advisory LLC
INCREASED20,141388+19,753+5091%$73.6K$93.8K+$20.2K2026-10-02
Valley Brook Capital Group, Inc.
INCREASED19,97519,974+1+0%$3.8M$3.7M-$81.3K2026-10-26
Stonebridge Financial Group, LLC
DECREASED19,89620,021-125-1%$3.8M$3.7M-$104.9K2026-10-01
Machina Capital S.A.S.
DECREASED19,79535,077-15,282-44%$6.7M$3.7M-$3.0M2026-11-05
Lighthouse Financial Services Inc
INCREASED19,77219,528+244+1%$3.7M$3.7M-$74.4K2026-11-02
Montag A & Associates Inc
DECREASED19,76619,941-175-1%$3.8M$3.7M-$113.9K2026-10-29
Triangle Securities Wealth Management
DECREASED19,73120,370-639-3%$3.9M$3.7M-$201.9K2026-10-14
Stiles Financial Services Inc
DECREASED19,67319,731-580%$3.7M$3.7M-$91.3K2026-10-30
Souders Financial Advisors
DECREASED19,65120,023-372-2%$3.8M$3.6M-$150.7K2026-11-03
Purus Wealth Management, LLC
INCREASED19,54214,156+5,386+38%$2.7M$3.6M+$942.2K2026-10-15
Whitener Capital Management, Inc.
INCREASED19,53218,988+544+3%$3.6M$3.6M+$23.5K2026-10-15
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED19,50017,500+2,000+11%$3.3M$3.6K-$3.3M2026-10-22
Gibbs Wealth Management
INCREASED19,47116,746+2,725+16%$3.2M$3.6M+$437.6K2026-10-22
Agate Pass Investment Management, LLC
DECREASED19,46520,122-657-3%$3.8M$3.6M-$204.1K2026-10-20
A. D. Beadell Investment Counsel, Inc.
DECREASED19,46519,970-505-3%$3.8K$3.6K-$1752026-10-14
Central Pacific Bank - Trust Division
DECREASED19,40521,864-2,459-11%$4.1M$3.6M-$545.7K2026-10-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED19,37919,395-160%$3.7M$3.6K-$3.7M2026-10-14
Processus Wealth & Capital Management, LLC
DECREASED19,31819,878-560-3%$3.8M$3.6M-$184.9K2026-10-16
Fulcrum Asset Management LLP
INCREASED19,3016,459+12,842+199%$1.2M$3.6M+$2.4M2026-11-04
Petredis Investment Advisors LLC
INCREASED18,97718,886+91+0%$3.6M$3.5M-$60.2K2026-10-20
Blue Trust, Inc.
INCREASED18,95018,858+92+0%$3.6M$3.5M-$59.9K2026-10-15
Brown Miller Wealth Management, LLC
DECREASED18,94818,985-370%$3.6M$3.5M-$84.3K2026-11-02
Apella Capital, LLC
INCREASED18,93116,667+2,264+14%$3.3M$3.4M+$64.9K2026-10-08
CenterBook Partners LP
NEW18,892—+18,892——$3.5M—2026-11-02
Confluence Wealth Services, Inc.
DECREASED18,83121,046-2,215-11%$4.0M$3.5M-$497.1K2026-11-05
Insight Inv LLC
INCREASED18,77117,816+955+5%$3.4M$3.5M+$104.6K2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED18,71318,187+526+3%$3.5M$3.5M+$23.4K2026-10-30
Newman Dignan & Sheerar, Inc.
DECREASED18,62120,113-1,492-7%$3.8M$3.5M-$359.0K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED18,40218,656-254-1%$3.5M$3.4M-$123.4K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED18,29015,910+2,380+15%$3.0M$3.4M+$409.6K2026-10-22
BankPlus Trust Department
INCREASED18,25017,791+459+3%$3.4M$3.4M+$12.6K2026-11-06
Lakewood Asset Management LLC
INCREASED18,23317,759+474+3%$3.4M$3.4M+$15.5K2026-10-26
Ellsworth Advisors, LLC
DECREASED18,20818,281-730%$3.6M$3.4M-$200.8K2026-10-15
SevenBridge Financial Group, LLC
DECREASED18,17418,686-512-3%$4.2M$3.5M-$653.8K2026-10-26
City Holding Co
INCREASED18,07616,618+1,458+9%$3.2M$3.4M+$202.9K2026-10-19
Kentucky Trust Co
DECREASED18,04419,099-1,055-6%$3.6M$3.3M-$273.8K2026-10-15
Jeppson Wealth Management, LLC
DECREASED18,01718,165-148-1%$3.4M$3.3M-$101.6K2026-10-20
KCM Investment Advisors LLC
DECREASED17,88618,653-767-4%$3.5M$3.3M-$218.5K2026-10-27
Bull Street Advisors, LLC
INCREASED17,71817,674+44+0%$3.4M$3.3K-$3.3M2026-10-20
Fiduciary Alliance LLC
DECREASED17,70519,593-1,888-10%$3.7M$3.3M-$430.3K2026-10-13
Wolverine Asset Management LLC
INCREASED17,4289,172+8,256+90%$1.7M$3.2M+$1.5M2026-11-02
Premier Path Wealth Partners, LLC
DECREASED17,42418,797-1,373-7%$3.6M$3.2M-$331.6K2026-10-16
Cullinan Associates Inc
INCREASED17,39115,558+1,833+12%$3.0M$3.2M+$276.8K2026-11-03
MFA Wealth Advisors, LLC
INCREASED17,33417,185+149+1%$3.3M$3.2M-$42.5K2026-10-07
Mather Group, Llc.
INCREASED17,33116,283+1,048+6%$3.1M$3.2M+$128.3K2026-10-14
Calamos Wealth Management LLC
INCREASED17,32316,732+591+4%$3.2M$3.2M+$41.5K2026-11-02
Wolff Wiese Magana LLC
DECREASED17,31417,464-150-1%$3.3M$3.2M-$99.0K2026-10-15
Guyasuta Investment Advisors Inc
DECREASED17,23618,832-1,596-8%$3.6M$3.2M-$373.1K2026-10-15
Roman Butler Fullerton & Co
INCREASED17,21212,877+4,335+34%$2.5M$3.3M+$777.7K2026-10-27
Asset Dedication, LLC
DECREASED17,19517,251-560%$3.3M$3.2M-$80.9K2026-11-03
Stablepoint Partners, LLC
INCREASED17,16516,473+692+4%$3.1M$3.2M+$61.3K2026-11-03
Parkside Financial Bank & Trust
INCREASED17,14416,572+572+3%$3.1M$3.2M+$38.6K2026-10-27
AdvisorNet Financial, Inc
INCREASED17,08116,959+122+1%$3.2M$3.2M-$32.4K2026-10-15
Quilter Plc
INCREASED17,00611,325+5,681+50%$2.1M$3.2M+$1.0M2026-10-21
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED16,99816,99800%$3.2M$3.2M-$69.4K2026-10-05
Bath Savings Trust Co
DECREASED16,99717,792-795-4%$3.4M$3.2M-$220.2K2026-10-07
Mengis Capital Management, Inc.
INCREASED16,93716,704+233+1%$3.2M$3.1M-$24.9K2026-10-13
L. Roy Papp & Associates, LLP
INCREASED16,90216,252+650+4%$3.1M$3.1M+$54.4K2026-10-21
Paradigm Asset Management Co LLC
DECREASED16,90020,600-3,700-18%$3.9M$3.1M-$771.0K2026-11-05
Cordatus Wealth Management LLC
DECREASED16,89217,426-534-3%$3.3M$3.1M-$170.2K2026-10-19
Little House Capital LLC
INCREASED16,88316,535+348+2%$3.1M$3.1M-$3.0K2026-11-06
Accel Wealth Management
INCREASED16,76713,607+3,160+23%$2.6M$3.1M+$531.0K2026-10-13
Keudell ison Wealth Management
DECREASED16,55916,926-367-2%$3.2M$3.1M-$137.2K2026-10-16
Rayburn West Financial Services LLC
INCREASED16,54916,465+84+1%$3.1M$3.1M-$51.6K2026-11-03
Larson Financial Group LLC
INCREASED16,53114,768+1,763+12%$2.8M$3.1M+$267.0K2026-11-05
Joel Isaacson & Co., LLC
INCREASED16,38515,660+725+5%$3.0M$3.0M+$70.8K2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW16,295—+16,295——$3.0M—2026-10-15
Summit Asset Management, LLC
DECREASED16,27118,824-2,553-14%$3.6M$3.0M-$550.8K2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED16,23816,067+171+1%$3.0M$3.0M-$33.8K2026-10-21
Indivisible Partners
INCREASED16,22211,106+5,116+46%$2.1M$3.0M+$904.4K2026-10-26
Augustine Asset Management Inc
UNCHANGED16,19816,19800%$3.1M$3.0M-$66.1K2026-10-13
Advisor OS, LLC
INCREASED16,18414,599+1,585+11%$2.8M$3.0M+$234.4K2026-11-03
Krilogy Financial LLC
INCREASED16,12714,259+1,868+13%$2.7M$3.0M+$304.9K2026-10-13
Rydar Equities, Inc.
INCREASED16,12115,789+332+2%$3.1M$2.9M-$190.0K2026-10-13
Clear Trail Advisors, LLC
DECREASED15,99116,278-287-2%$3.1M$3.0M-$119.6K2026-10-20
Acumen Wealth Advisors, LLC
DECREASED15,98716,780-793-5%$3.2M$3.0M-$215.7K2026-11-05
Monarch Capital Management Inc
UNCHANGED15,94815,94800%$3.0M$3.0M-$65.1K2026-10-19
United Bank
INCREASED15,90513,752+2,153+16%$2.6M$3.0M+$343.6K2026-11-06
Register Financial Advisors LLC
INCREASED15,90215,334+568+4%$2.9M$3.0M+$42.8K2026-10-23
Koshinski Asset Management, Inc.
INCREASED15,89415,890+4+0%$3.0M$3.0M-$64.0K2026-10-29
Mitchell Sinkler & Starr
DECREASED15,85116,230-379-2%$3.1M$2.9M-$136.6K2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED15,78215,78200%$3.0M$2.9M-$64.4K2026-10-29
MCF Advisors LLC
INCREASED15,70715,111+596+4%$2.9M$2.9M+$49.1K2026-10-28
Harbor Investment Advisory, LLC
INCREASED15,65714,811+846+6%$2.8M$2.9M+$96.6K2026-10-13
TKG Advisors, LLC
INCREASED15,63914,848+791+5%$2.8M$2.9M+$86.3K2026-11-02
Northeast Investment Management
DECREASED15,51115,534-230%$2.9M$2.9M-$67.6K2026-10-30
Sentry LLC
DECREASED15,46116,121-660-4%$3.1M$2.9M-$188.3K2026-10-30
Means Investment Co., Inc.
DECREASED15,39716,411-1,014-6%$3.1M$2.9M-$255.3K2026-11-03
Generali Investments, Management Co LLC
INCREASED15,38714,345+1,042+7%$2.7M$2.9M+$134.9K2026-10-19
Enhancing Capital LLC
INCREASED15,34915,279+70+0%$2.9M$2.8M-$49.3K2026-10-26
First City Capital Management, Inc.
DECREASED15,34515,677-332-2%$3.0M$2.8M-$125.7K2026-10-27
Brown, Lisle Ings, Inc.
DECREASED15,33315,520-187-1%$2.9M$2.8M-$98.0K2026-10-16
G&S Capital LLC
INCREASED15,32315,244+79+1%$2.9M$2.8M-$47.4K2026-10-23
Cadent Capital Advisors, LLC
DECREASED15,29515,297-20%$2.9M$2.8M-$62.7K2026-10-09
Weaver Capital Management LLC
INCREASED15,28113,191+2,090+16%$2.5M$2.8M+$292.5K2026-10-15
Kurv Investment Management LLC
INCREASED15,27914,025+1,254+9%$2.7M$2.8M+$175.6K2026-10-28
Letson Investment Management, Inc.
DECREASED15,18215,471-289-2%$2.9M$2.8M-$116.8K2026-11-05
McCollum Christoferson Group LLC
DECREASED15,11715,132-150%$2.9M$2.8M-$64.5K2026-10-13
Valley National Advisers Inc
INCREASED15,0943,547+11,547+326%$673.0K$2.8M+$2.1M2026-10-23
3Chopt Investment Partners, LLC
INCREASED15,02814,530+498+3%$2.8M$2.8M+$33.2K2026-10-30
Plato Investment Management Ltd
DECREASED15,02063,446-48,426-76%$10.3M$2.8M-$7.5M2026-11-05
CSU Producer Resources, Inc.
UNCHANGED15,00015,00000%$2.8M$2.8M-$61.2K2026-11-03
Chicago Trust Co NA
INCREASED14,98212,033+2,949+25%$2.3M$2.8M+$498.4K2026-10-28
Waratah Capital Advisors Ltd.
INCREASED14,9276,640+8,287+125%$1.3M$2.8M+$1.5M2026-11-06
Concord Wealth Partners
INCREASED14,92712,909+2,018+16%$2.4M$2.8M+$322.0K2026-11-02
Mitchell & Pahl Private Wealth, LLC
DECREASED14,87314,993-120-1%$2.8M$2.8M-$83.4K2026-10-14
Foyston, Gordon & Payne Inc
UNCHANGED14,86914,86900%$2.8M$2.8M-$60.7K2026-11-02
Waldron Private Wealth LLC
DECREASED14,79115,291-500-3%$2.9M$2.7M-$155.2K2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED14,69315,046-353-2%$2.9M$2.7M-$126.9K2026-10-15
Generali Asset Management SPA SGR
INCREASED14,64412,482+2,162+17%$2.4M$2.7M+$350.4K2026-10-26
CoreCap Advisors, LLC
DECREASED14,60814,745-137-1%$2.8M$2.7M-$85.5K2026-10-08
SBI Securities Co., Ltd.
DECREASED14,57814,778-200-1%$2.8M$2.7M-$97.4K2026-10-22
Avestar Capital, LLC
DECREASED14,56215,704-1,142-7%$3.0M$2.7M-$276.1K2026-10-28
Connecticut Capital Management Group, LLC
INCREASED14,54714,530+17+0%$2.8M$2.7M-$56.1K2026-10-29
Everest Financial Group LLC
INCREASED14,5394,296+10,243+238%$815.1K$2.7M+$1.9M2026-11-06
Lester Murray Antman dba SimplyRich
INCREASED14,52314,522+1+0%$2.8M$2.7M-$58.8K2026-11-06
Coastline Trust Co
DECREASED14,46716,162-1,695-10%$3.1M$2.7M-$380.6K2026-10-01
TBH Global Asset Management, LLC
DECREASED14,44114,443-20%$2.7M$2.7M-$59.3K2026-11-03
MSH Capital Advisors LLC
INCREASED14,43614,383+53+0%$2.7M$2.7M-$48.9K2026-11-03
Bigelow Investment Advisors, LLC
DECREASED14,38714,677-290-2%$2.8M$2.7M-$113.7K2026-10-13
Aull & Monroe Investment Management Corp
DECREASED14,35214,492-140-1%$2.7M$2.7M-$85.1K2026-10-16
ICW Investment Advisors LLC
DECREASED14,32914,841-512-3%$2.8M$2.7M-$155.5K2026-10-27
Emprise Bank
DECREASED14,32914,437-108-1%$2.7M$2.7M-$79.0K2026-10-07
180 Wealth Advisors, LLC
DECREASED14,29414,406-112-1%$2.7M$2.7M-$79.7K2026-11-03
Prevail Innovative Wealth Advisors, LLC
NEW14,292—+14,292——$2.6M—2026-10-20
Sepio Capital, LP
DECREASED14,26917,779-3,510-20%$3.4M$2.6M-$724.0K2026-10-22
Physicians Financial Services, Inc.
UNCHANGED14,26414,26400%$2.7M$2.6K-$2.7M2026-11-04
Aprio Wealth Management, LLC
INCREASED14,23813,754+484+4%$2.6M$2.6M+$33.8K2026-10-28
Institute for Wealth Management, Llc.
INCREASED14,22813,818+410+3%$2.6M$2.6M+$19.8K2026-11-06
Personal CFO Solutions, LLC
DECREASED14,13715,525-1,388-9%$2.9M$2.6M-$321.0K2026-11-06
Hudson Canyon Capital Management
DECREASED14,04014,877-837-6%$2.8M$2.6M-$216.1K2026-11-04
Kieckhefer Group LLC
DECREASED14,01715,017-1,000-7%$2.8M$2.6M-$246.9K2026-10-13
VAN Strum & Towne Inc.
DECREASED13,98214,056-74-1%$2.7M$2.6M-$71.1K2026-11-06
BG Investment Services, LLC
NEW13,923—+13,923——$2.6M—2026-10-23
Ledyard National Bank
INCREASED13,90313,361+542+4%$2.5M$2.6M+$46.1K2026-10-21
Hunter Associates Investment Management LLC
DECREASED13,87614,020-144-1%$2.7M$2.6K-$2.7M2026-10-26
Founders Financial Securities LLC
DECREASED13,81319,880-6,067-31%$3.8M$2.6M-$1.2M2026-10-28
Ballast, Inc.
DECREASED13,80914,050-241-2%$2.7M$2.6M-$102.1K2026-10-20
Kenora Financial, LLC
UNCHANGED13,79313,79300%$2.6M$2.6M-$56.3K2026-10-20
CGN Advisors LLC
DECREASED13,75913,908-149-1%$2.6M$2.6M-$84.4K2026-10-21
Shayne & Jacobs, LLC
UNCHANGED13,74213,74200%$2.6M$2.6M-$56.1K2026-10-21
Trust Investment Advisors
INCREASED13,73412,659+1,075+8%$2.4M$2.5M+$147.9K2026-10-20
MBL Wealth, LLC
INCREASED13,72311,424+2,299+20%$2.2M$2.5M+$380.2K2026-10-22
Everhart Financial Group, Inc.
INCREASED13,67613,351+325+2%$2.5M$2.5M+$5.9K2026-10-08
Citizens & Northern Corp
INCREASED13,64612,701+945+7%$2.4M$2.5M+$123.6K2026-11-06
Alpha Omega Wealth Management LLC
DECREASED13,61013,653-430%$2.6M$2.5M-$63.7K2026-10-23
Roberts Wealth Advisors, LLC
INCREASED13,57013,300+270+2%$2.5M$2.5M-$4.1K2026-10-14
Fusion Capital, LLC
DECREASED13,52313,612-89-1%$2.6M$2.5M-$72.0K2026-10-28
Ellis Investment Partners, LLC
DECREASED13,52013,744-224-2%$2.6M$2.5M-$97.8K2026-10-21
American National Bank & Trust
INCREASED13,48812,808+680+5%$2.4M$2.5M+$74.1K2026-10-07
BIP Wealth, LLC
INCREASED13,48513,416+69+1%$2.5M$2.5M-$42.1K2026-10-22
Valmark Advisers, Inc.
INCREASED13,47213,209+263+2%$2.5M$2.5M-$5.0K2026-11-06
Ipswich Investment Management Co., Inc.
UNCHANGED13,39613,39600%$2.5M$2.5M-$54.7K2026-10-13
BridgePort Financial Solutions, LLC
INCREASED13,34411,976+1,368+11%$2.3M$2.5M+$205.0K2026-11-02
Catalyst Financial Partners LLC
INCREASED13,30612,645+661+5%$2.4M$2.5M+$71.1K2026-11-06
Angeles Wealth Management, LLC
DECREASED13,26613,509-243-2%$2.6M$2.5M-$100.2K2026-10-26
Simon Quick Advisors, LLC
INCREASED13,2457,301+5,944+81%$1.4M$2.5M+$1.1M2026-10-26
Baker Avenue Asset Management, LP
INCREASED13,23111,681+1,550+13%$2.2M$2.5M+$240.0K2026-11-06
Interchange Capital Partners, LLC
INCREASED13,14712,816+331+3%$2.4M$2.4M+$9.1K2026-10-28
Atwood & Palmer Inc
DECREASED13,14313,343-200-1%$2.5M$2.4M-$91.6K2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED13,12815,041-1,913-13%$2.9M$2.4M-$416.5K2026-10-07
Whalen Wealth Management Inc.
INCREASED13,08611,898+1,188+10%$2.3M$2.4M+$172.0K2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED13,07913,078+1+0%$2.3M$2.4K-$2.3M2026-11-04
RMR Capital Management, LLC
UNCHANGED13,05913,05900%$2.5M$2.4M-$53.3K2026-10-23
Aspiriant, LLC
INCREASED13,05610,310+2,746+27%$2.0M$2.4M+$467.7K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED13,03111,749+1,282+11%$2.2M$2.4M+$189.9K2026-11-04
Core Wealth Partners LLC
DECREASED13,02513,139-114-1%$2.5M$2.4M-$74.8K2026-11-02
M Holdings Securities, Inc.
NEW12,990—+12,990——$2.6K—2026-11-03
Oak Thistle LLC
INCREASED12,9867,381+5,605+76%$1.4M$2.4M+$1.0M2026-10-21
Investment Advisory Services Inc
INCREASED12,98612,950+36+0%$2.5M$2.4M-$46.1K2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED12,97917,900-4,921-27%$3.4M$2.4M-$986.6K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED12,91612,527+389+3%$2.4M$2.4M+$21.1K2026-10-27
Ticino Wealth
DECREASED12,79013,015-225-2%$2.5M$2.4M-$94.9K2026-10-13
Excalibur Management Corp
DECREASED12,78613,116-330-3%$2.5M$2.4M-$115.0K2026-11-02
Independent Solutions Wealth Management, LLC
INCREASED12,78212,607+175+1%$2.4M$2.4M-$18.9K2026-10-28
Cigna Investments Inc
DECREASED12,69112,751-600%$2.4M$2.4K-$2.4M2026-10-19
Wynn Capital, LLC
DECREASED12,64612,805-159-1%$2.4M$2.3M-$81.8K2026-10-13
O'Domhnaill Enterprises, Inc.
DECREASED12,64014,670-2,030-14%$2.8M$2.3M-$436.7K2026-10-29
Accurate Wealth Management, LLC
INCREASED12,54312,029+514+4%$2.4M$2.3M-$59.7K2026-10-20
Lynx Investment Advisory
DECREASED12,45513,124-669-5%$2.5M$2.3M-$177.8K2026-10-27
Global Financial Private Client, LLC
INCREASED12,44111,883+558+5%$2.3M$2.3M+$55.1K2026-10-15
Procyon Advisors, LLC
DECREASED12,43912,666-227-2%$2.4M$2.3M-$93.7K2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED12,42312,716-293-2%$2.4M$2.3M-$106.2K2026-10-19
Granite Investment Partners, LLC
UNCHANGED12,42212,42200%$2.4M$2.3M-$50.7K2026-11-04
Piscataqua Savings Bank
DECREASED12,41712,958-541-4%$2.5M$2.3M-$153.3K2026-10-21
Applied Finance Capital Management, LLC
INCREASED12,4114,742+7,669+162%$899.7K$2.3M+$1.4M2026-11-03
International Private Wealth Advisors LLC
INCREASED12,4029,395+3,007+32%$1.8M$2.3M+$519.9K2026-11-05
Woodmont Investment Counsel LLC
INCREASED12,40012,399+1+0%$2.4M$2.3M-$50.4K2026-10-29
Matrix Trust Co
INCREASED12,25311,606+647+6%$2.2K$2.3K+$732026-10-07
City State Bank
DECREASED12,25012,355-105-1%$2.3M$2.3M-$69.9K2026-10-20
Sippican Capital Advisors
UNCHANGED12,21512,21500%$2.3M$2.3M-$49.8K2026-10-23
Profund Advisors LLC
DECREASED12,20313,912-1,709-12%$2.6M$2.3M-$374.0K2026-10-29
Resonant Capital Advisors, LLC
INCREASED12,18912,097+92+1%$2.3M$2.3M-$32.3K2026-10-15
Ascentis Independent Advisors
INCREASED12,187579+11,608+2005%$109.9K$2.3M+$2.2M2026-11-03
Fishman JAY A LTD
UNCHANGED12,17512,17500%$2.3M$2.3M-$49.7K2026-10-26
Fideuram Asset Management (Ireland) dac
INCREASED12,16810,304+1,864+18%$1.9M$2.5M+$570.7K2026-10-29
Montgomery Investment Management Inc
UNCHANGED12,15112,15100%$2.3M$2.3M-$49.6K2026-10-26
Boomfish Wealth Group, LLC
DECREASED12,11712,196-79-1%$2.3M$2.2M-$64.4K2026-10-22
Meridian Management Co
DECREASED12,10012,119-190%$2.3M$2.2M-$53.0K2026-11-06
Darden Wealth Group Inc
DECREASED12,04812,230-182-1%$2.3M$2.2M-$83.7K2026-11-06
Duncker Streett & Co Inc
DECREASED12,00012,042-420%$2.3M$2.2M-$56.9K2026-10-27
Opinicus Capital, Inc.
DECREASED11,99312,276-283-2%$2.3M$2.2M-$102.7K2026-10-28
Howard Capital Management, LLC
DECREASED11,97812,030-520%$2.3M$2.2M-$58.7K2026-10-16
Kathmere Capital Management, LLC
INCREASED11,96511,367+598+5%$2.2M$2.2M+$64.6K2026-10-20
Ironwood Financial, llc
DECREASED11,92812,063-135-1%$2.4M$2.2M-$154.6K2026-10-20
Corda Investment Management, Llc.
INCREASED11,92111,540+381+3%$2.2M$2.2M+$23.6K2026-10-22
Catalyst Capital Advisors LLC
INCREASED11,8503,368+8,482+252%$639.0K$2.2M+$1.6M2026-11-02
Old North State Wealth Management, LLC
INCREASED11,67911,640+39+0%$2.2M$2.2M-$40.0K2026-10-22
Winch Advisory Services, LLC
DECREASED11,58411,758-174-1%$2.2M$2.2M-$80.3K2026-11-06
James Investment Research, Inc.
INCREASED11,57811,339+239+2%$2.2M$2.1M-$1.8K2026-10-22
Concord Asset Management, LLC
INCREASED11,5628,935+2,627+29%$1.7M$2.1M+$451.3K2026-11-02
Elco Management Co., LLC
INCREASED11,50811,152+356+3%$2.1M$2.1M+$20.6K2026-10-14
Prentice Wealth Management LLC
INCREASED11,50611,262+244+2%$2.1M$2.1M-$6502026-10-20
Independence Bank of Kentucky
INCREASED11,35311,318+35+0%$2.1M$2.1M-$39.7K2026-10-26
TritonPoint Partners, LLC
DECREASED11,32234,298-22,976-67%$6.5M$2.1M-$4.4M2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED11,30011,30000%$2.1M$2.1M-$46.1K2026-11-06
Davidson Investment Advisors
DECREASED11,270163,898-152,628-93%$31.1M$2.1M-$29.0M2026-10-20
LCM Capital Management Inc
DECREASED11,19811,211-130%$2.1M$2.1M-$48.1K2026-10-20
Davidson Trust Co
DECREASED11,18713,727-2,540-18%$2.6M$2.1M-$527.6K2026-10-09
Eagle Strategies LLC
DECREASED11,16818,259-7,091-39%$3.5M$2.1M-$1.4M2026-10-16
Brian LOW Financial Group, LLC
INCREASED11,15510,715+440+4%$2.0M$2.1M+$38.2K2026-10-28
Anchyra Partners LLC
INCREASED10,99910,209+790+8%$1.9M$2.0M+$105.0K2026-10-13
Investors Asset Management of Georgia Inc
DECREASED10,96511,338-373-3%$2.2M$2.0M-$115.6K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED10,90111,156-255-2%$2.1M$2.0M-$92.9K2026-10-16
Chapin Davis, Inc.
DECREASED10,90010,911-110%$2.1M$2.0M-$46.6K2026-10-09
Embree Financial Group
DECREASED10,88710,976-89-1%$2.1M$2.0M-$61.2K2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED10,88010,531+349+3%$2.0M$2.0K-$2.0M2026-10-19
Chemistry Wealth Management LLC
INCREASED10,87410,873+1+0%$2.1M$2.0M-$44.1K2026-10-16
Finer Wealth Management, Inc.
INCREASED10,8629,070+1,792+20%$1.7M$2.0M+$295.7K2026-10-16
Shoker Investment Counsel, Inc.
INCREASED10,80810,718+90+1%$2.0M$2.0M-$26.9K2026-11-04
SAX Wealth Advisors, LLC
INCREASED10,7717,231+3,540+49%$1.4M$2.0M+$604.8K2026-10-13
Dumont & Blake Investment Advisors LLC
INCREASED10,74610,694+52+0%$2.0M$2.0M-$34.0K2026-10-28
Sanders Morris Harris LLC
NEW10,711—+10,711——$2.0M—2026-10-14
Outfitters Financial LLC
INCREASED10,69510,655+40+0%$2.0M$2.0M-$36.0K2026-10-23
Gables Capital Management Inc.
UNCHANGED10,69110,69100%$2.0M$2.0M-$43.6K2026-11-04
DMC Group, LLC
DECREASED10,64411,079-435-4%$2.1M$2.0M-$126.0K2026-10-26
Heritage Wealth Management, Inc.
DECREASED10,63810,656-180%$2.0M$2.0M-$46.8K2026-10-28
LVW Advisors, LLC
INCREASED10,58710,297+290+3%$2.0M$2.0M+$11.8K2026-10-19
Aries Wealth Management
DECREASED10,53010,595-65-1%$2.0M$2.0M-$55.3K2026-10-23
Northern Financial Advisors Inc
INCREASED10,50610,409+97+1%$2.0M$2.0M-$24.5K2026-10-29
Lanark Financial, Inc.
DECREASED10,49010,731-241-2%$2.0M$1.9M-$88.6K2026-10-26
Dudley Capital Management, LLC
DECREASED10,45910,483-240%$2.0M$1.9M-$47.2K2026-10-23
Broadway Wealth Solutions, Inc.
UNCHANGED10,43910,43900%$2.0M$1.9M-$42.6K2026-10-21
Pictet North America Advisors SA
UNCHANGED10,33110,33100%$2.0M$1.9M-$42.2K2026-10-21
Waterfront Wealth Inc.
INCREASED10,30810,298+10+0%$2.0M$2.0M-$42.9K2026-11-03
iA Global Asset Management Inc.
INCREASED10,2363,825+6,411+168%$726.0K$1.9K-$724.1K2026-10-29
St. Louis Trust Co
UNCHANGED10,14910,14900%$8.8M$1.9M-$6.9M2026-11-03
Greenfield Savings Bank
UNCHANGED10,09310,09300%$1.9M$1.9M-$41.2K2026-10-07
Novem Group
INCREASED10,0539,880+173+2%$1.9M$1.9M-$8.1K2026-10-19
MB, Levis & Associates, LLC
INCREASED10,0479,834+213+2%$1.9M$1.9M-$5842026-10-16
Waycross Investment Management Co
DECREASED10,01910,202-183-2%$1.9M$1.9M-$75.6K2026-10-14
Middleton & Co Inc
DECREASED10,00910,509-500-5%$2.0M$1.9M-$135.7K2026-10-23
Retirement Planning Group, LLC
DECREASED10,00410,406-402-4%$2.0M$1.9M-$117.1K2026-10-19
Purkiss Capital Advisors LLC
DECREASED9,96910,044-75-1%$1.9M$1.9M-$55.0K2026-11-06
CDM Financial Counseling Services, Inc.
INCREASED9,9189,777+141+1%$1.9M$1.8M-$13.5K2026-10-15
First Command Advisory Services, Inc.
INCREASED9,8778,530+1,347+16%$1.6M$1.8M+$215.3K2026-11-05
Vista Investment Partners LLC
INCREASED9,8669,862+4+0%$1.9M$1.8M-$39.5K2026-10-08
SVB Wealth LLC
DECREASED9,83412,411-2,577-21%$2.4M$1.8M-$529.1K2026-11-06
Herold Advisors, Inc.
DECREASED9,79910,040-241-2%$1.9M$1.8M-$84.8K2026-10-19
OMC Financial Services LTD
DECREASED9,79413,927-4,133-30%$2.6M$1.8M-$824.2K2026-10-19
Jacobs & Co
UNCHANGED9,7899,78900%$1.9K$1.8K-$402026-10-09
Wright Investors Service Inc
DECREASED9,78410,262-478-5%$1.9M$1.8M-$130.6K2026-11-02
Cidel Asset Management Inc
INCREASED9,7789,698+80+1%$1.8M$1.8M-$24.7K2026-10-29
Avior Wealth Management, LLC
DECREASED9,73110,707-976-9%$2.0M$1.8M-$150.1K2026-10-13
Atlas Brown,Inc.
INCREASED9,7299,714+15+0%$1.8M$1.8M-$36.8K2026-10-09
Brookmont Capital Management
DECREASED9,7279,864-137-1%$1.9M$1.8M-$65.7K2026-10-23
Claro Advisors Inc.
INCREASED9,6828,525+1,157+14%$1.6M$1.8M+$179.9K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED9,66310,443-780-7%$2.0M$1.8M-$185.5K2026-10-30
Greenup Street Wealth Management LLC
NEW9,647—+9,647——$1.8M—2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED9,6189,591+27+0%$1.8M$1.8M-$34.1K2026-11-02
International Assets Investment Management, LLC
DECREASED9,61612,061-2,445-20%$2.3M$1.8M-$533.7K2026-11-02
Washington Trust Advisors, Inc.
DECREASED9,6149,638-240%$1.8M$1.8M-$43.8K2026-10-22
1620 Investment Advisors, Inc.
INCREASED9,5359,486+49+1%$1.8M$1.8M-$29.7K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED9,5018,122+1,379+17%$1.5M$1.8M+$222.8K2026-10-29
Mindset Wealth Management, LLC
INCREASED9,4899,324+165+2%$1.8M$1.8M-$7.4K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED9,4819,48100%$1.8M$1.8M$02026-10-15
Orrstown Financial Services Inc
INCREASED9,4619,414+47+1%$1.8M$1.8M-$29.7K2026-10-14
Alkeme Wealth, LLC
INCREASED9,4509,296+154+2%$1.8M$1.8M-$9.4K2026-10-08
Corps Capital Advisors, LLC
UNCHANGED9,4329,43200%$1.8M$1.8M-$38.4K2026-11-05
Facet Wealth, Inc.
INCREASED9,4308,465+965+11%$1.6M$1.8M+$144.6K2026-11-04
RFG - Bristol Wealth Advisors, LLC
INCREASED9,3859,153+232+3%$1.7M$1.7M+$5.8K2026-10-09
Beacon Financial Group
DECREASED9,3629,395-330%$1.8M$1.7M-$44.4K2026-10-19
Magnus Financial Group LLC
INCREASED9,3609,069+291+3%$1.7M$1.7M+$17.0K2026-10-21
Boltwood Capital Management
INCREASED9,3538,814+539+6%$1.7M$1.7M+$64.1K2026-10-02
SteelPeak Wealth, LLC
DECREASED9,32512,636-3,311-26%$2.4M$1.7M-$666.4K2026-10-16
Parcion Private Wealth LLC
INCREASED9,3197,709+1,610+21%$1.5M$1.7M+$267.4K2026-10-28
Texas Bank & Trust Co
DECREASED9,2829,393-111-1%$1.8M$1.7M-$58.9K2026-11-04
Fonville Wealth Management LLC
INCREASED9,2718,563+708+8%$1.6M$1.7M+$96.4K2026-10-28
Leonteq Securities AG
DECREASED9,26914,531-5,262-36%$2.8M$1.7M-$1.0M2026-10-29
Millennium Capital Advisors, LLC
INCREASED9,2638,762+501+6%$1.7M$1.7M+$57.3K2026-10-16
Tealwood Asset Management Inc
DECREASED9,2319,584-353-4%$1.8K$1.7K-$1042026-10-13
Quantum Private Wealth, LLC
DECREASED9,23011,149-1,919-17%$2.1M$1.7M-$401.8K2026-10-20
Moody National Bank Trust Division
DECREASED9,2119,637-426-4%$1.8M$1.7M-$118.4K2026-10-06
Eads & Heald Wealth Management
DECREASED9,2089,467-259-3%$1.8M$1.7M-$86.7K2026-10-29
Heck Capital Advisors, LLC
DECREASED9,18511,492-2,307-20%$2.2M$1.7M-$475.2K2026-10-14
Beaumont Financial Advisors, LLC
INCREASED9,1528,350+802+10%$1.6M$1.7M+$114.9K2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED9,1299,691-562-6%$1.8M$1.7M-$143.9K2026-11-03
Avantax Planning Partners, Inc.
DECREASED9,0699,364-295-3%$1.8M$1.7M-$93.1K2026-11-03
Traynor Capital Management, Inc.
INCREASED9,0579,039+18+0%$1.7M$1.7M-$33.6K2026-10-29
Farmers & Merchants Trust Co of Long Beach
INCREASED8,9698,720+249+3%$1.7M$1.7M+$10.6K2026-10-22
Cullen Investment Group, Ltd.
DECREASED8,9509,322-372-4%$1.8M$1.7M-$98.0K2026-10-13
Intrua Financial, LLC
INCREASED8,9188,770+148+2%$1.7M$1.7M-$8.2K2026-10-28
StoneX Group Inc.
DECREASED8,9149,046-132-1%$1.7M$1.7M-$47.8K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED8,8719,096-225-2%$1.7M$1.6M-$78.9K2026-11-02
Kuhn & Co Investment Counsel
INCREASED8,8638,846+17+0%$1.7M$1.6M-$32.9K2026-10-29
CFS Investment Advisory Services, LLC
INCREASED8,8568,667+189+2%$1.7M$1.6M-$103.7K2026-10-19
GAM Holding AG
DECREASED8,85311,465-2,612-23%$2.2M$1.6M-$531.7K2026-11-03
Grandview Asset Management LLC
DECREASED8,85310,930-2,077-19%$2.1M$1.6M-$430.2K2026-10-19
FSM Wealth Advisors, LLC
DECREASED8,8478,885-380%$1.7M$1.6M-$55.0K2026-10-27
Trust Point Inc.
NEW8,837—+8,837——$1.6M—2026-10-27
Balboa Wealth Partners
DECREASED8,8309,585-755-8%$1.8M$1.6M-$179.3K2026-10-20
Signature Wealth Management Partners, LLC
INCREASED8,8278,786+41+0%$1.7M$1.6M-$28.2K2026-10-21
Westover Capital Advisors, LLC
INCREASED8,7968,387+409+5%$1.6M$1.6M+$41.7K2026-10-26
Hager Investment Management Services, LLC
DECREASED8,7369,370-634-7%$1.8M$1.6M-$155.9K2026-11-04
Northside Capital Management, LLC
INCREASED8,6628,506+156+2%$1.6M$1.6M-$5.7K2026-10-13
Landmark Wealth Management, LLC
UNCHANGED8,5758,57500%$1.6M$1.6M-$35.0K2026-11-03
Catherine Avery Investment Management LLC
DECREASED8,5408,567-270%$1.6M$1.6M-$40.0K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED8,5288,637-109-1%$1.6M$1.6M-$55.5K2026-11-02
Applied Capital LLC
UNCHANGED8,4958,49500%$1.6M$1.6M-$34.7K2026-10-07
Archford Capital Strategies, LLC
INCREASED8,4907,295+1,195+16%$1.4M$1.6M+$192.1K2026-10-19
Petros Family Wealth, LLC
INCREASED8,4757,926+549+7%$1.5M$1.6M+$69.5K2026-10-28
Kesler, Norman & Wride, LLC
DECREASED8,4458,878-433-5%$1.7M$1.6M-$116.6K2026-11-06
Wealth Architects, LLC
INCREASED8,4378,432+5+0%$1.6M$1.6M-$33.5K2026-11-03
Mechanics Financial Corp
INCREASED8,4108,393+17+0%$1.6M$1.6M-$31.1K2026-11-05
Eliot Finkel Investment Counsel, LLC
DECREASED8,3938,593-200-2%$1.6M$1.6M-$72.2K2026-11-03
Grove Bank & Trust
INCREASED8,3918,382+9+0%$1.6M$1.6M-$32.5K2026-10-08
Sacks & Associates, LLC
DECREASED8,3708,408-380%$1.8M$1.6M-$255.8K2026-10-09
Autumn Glory Partners, LLC
DECREASED8,35811,149-2,791-25%$2.1M$1.6M-$563.6K2026-10-26
Covenant Asset Management, LLC
INCREASED8,3548,299+55+1%$1.6M$1.6M-$23.6K2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED8,3538,35300%$1.6M$1.6M-$34.1K2026-10-28
Occidental Asset Management, LLC
DECREASED8,33812,665-4,327-34%$2.4M$1.5M-$855.0K2026-11-05
Global Trust Asset Management, LLC
DECREASED8,3248,717-393-5%$1.7M$1.5M-$108.5K2026-10-19
Root Financial Partners, LLC
DECREASED8,2748,312-380%$1.6M$1.5M-$41.0K2026-10-21
Versant Capital Management, Inc
INCREASED8,2717,454+817+11%$1.4M$1.5M+$121.3K2026-10-02
Lyell Wealth Management, LP
INCREASED8,2707,974+296+4%$1.5M$1.5M+$22.4K2026-10-30
LexAurum Advisors, LLC
INCREASED8,2568,199+57+1%$1.6M$1.5M-$22.9K2026-10-19
Apollon Financial, LLC
INCREASED8,2538,002+251+3%$1.5M$1.5M+$14.0K2026-10-23
Lee Financial Co
INCREASED8,1818,137+44+1%$1.5M$1.5M-$25.0K2026-10-16
Roxbury Financial LLC
DECREASED8,1498,243-94-1%$1.6M$1.5M-$51.1K2026-10-01
Park National Corp
INCREASED8,1487,950+198+2%$1.5M$1.5M+$4.3K2026-10-05
Bank of New Hampshire
INCREASED8,0718,045+26+0%$1.5M$1.5M-$28.0K2026-10-06
Acropolis Investment Management, LLC
DECREASED8,0688,412-344-4%$1.6M$1.5M-$98.1K2026-10-08
Zega Investments, LLC
DECREASED8,0418,048-70%$1.5M$1.5M-$34.2K2026-11-04
First Community Trust NA
INCREASED8,0336,163+1,870+30%$1.2M$1.5M+$322.0K2026-10-07
American State Bank (Iowa)
INCREASED8,0218,014+7+0%$1.5M$1.5M-$31.4K2026-11-03
Fjell Capital, LLC
INCREASED8,0167,830+186+2%$1.5M$1.5M+$2.6K2026-10-13
Tower Trust & Investment Co
INCREASED7,9807,829+151+2%$1.5M$1.5M-$3.9K2026-10-28
Summit Global Investments
INCREASED7,9094,303+3,606+84%$816.0K$1.5K-$814.5K2026-10-28
Kingdom Financial Group Llc.
DECREASED7,9078,480-573-7%$1.6M$1.5M-$140.9K2026-11-04
Providence Wealth Advisors, LLC
INCREASED7,8797,875+4+0%$1.5M$1.5M-$91.5K2026-10-29
Stonehearth Capital Management, LLC
UNCHANGED7,8687,86800%$1.5M$1.5M-$32.1K2026-10-13
Legacy Private Trust Co.
UNCHANGED7,8497,84900%$1.5M$1.5M-$32.0K2026-10-06
Csenge Advisory Group
INCREASED7,8367,243+593+8%$1.4M$1.5M+$80.4K2026-11-04
Auxano Advisors, LLC
DECREASED7,8367,967-131-2%$1.5M$1.5M-$56.8K2026-11-06
LVM Capital Management LTD
INCREASED7,8337,662+171+2%$1.5K$1.5M+$1.5M2026-10-20
PDS Planning, Inc
INCREASED7,8197,810+9+0%$1.5M$1.5M-$30.2K2026-11-03
Xcel Wealth Management, LLC
INCREASED7,8027,766+36+0%$1.5M$1.4M-$25.1K2026-10-26
Shakespeare Wealth Management, LLC
UNCHANGED7,7977,79700%$1.5M$1.4M-$31.8K2026-10-28
North Star Investment Management Corp.
INCREASED7,7907,782+8+0%$1.5M$1.4M-$30.3K2026-10-27
High Net Worth Advisory Group LLC
INCREASED7,7197,346+373+5%$1.4M$1.4M+$39.2K2026-10-26
Capital Square, LLC
INCREASED7,6857,665+20+0%$1.5M$1.4M-$74.9K2026-10-19
SS&H Financial Advisors, Inc.
UNCHANGED7,6847,68400%$1.5M$1.4K-$1.5M2026-10-28
Enterprise Financial Services Corp
INCREASED7,6577,639+18+0%$1.4M$1.4M-$27.8K2026-11-03
Massachusetts Wealth Management
DECREASED7,6008,075-475-6%$1.5M$1.4M-$121.1K2026-10-21
William John Sempolinski
DECREASED7,5907,790-200-3%$1.5M$1.4M-$68.9K2026-10-20
True Private Wealth Advisors
INCREASED7,5777,540+37+0%$1.4M$1.4M-$23.9K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED7,5697,795-226-3%$1.5M$1.4M-$73.8K2026-10-27
GR Financial Group, LLC
INCREASED7,5356,832+703+10%$1.3M$1.4M+$102.5K2026-10-27
Capital Advantage, Inc.
INCREASED7,5345,398+2,136+40%$1.0M$1.4M+$374.5K2026-10-14
Orange Investment Advisors, Inc.
DECREASED7,5307,655-125-2%$1.5M$1.4M-$54.4K2026-10-23
Pennsylvania Capital Management Inc
UNCHANGED7,5147,51400%$1.4M$1.4M-$30.7K2026-11-05
Armstrong Advisory Group, Inc
INCREASED7,5065,523+1,983+36%$1.0M$1.4M+$345.6K2026-10-09
Ares Financial Consulting, LLC
INCREASED7,4867,423+63+1%$1.4M$1.4M-$18.6K2026-10-19
Tempus Wealth Planning, LLC
INCREASED7,4807,013+467+7%$1.3M$1.4M+$58.0K2026-10-14
Kennebec Savings Bank
INCREASED7,4527,404+48+1%$1.4M$1.4M-$21.3K2026-10-22
Forbes J M & Co LLP
INCREASED7,4397,428+11+0%$1.4M$1.4M-$28.3K2026-10-16
Robinson Smith Wealth Advisors LLC
UNCHANGED7,4237,42300%$1.4M$1.4M-$30.3K2026-10-22
Creative Capital Management Investments LLC
INCREASED7,3956,271+1,124+18%$1.2M$1.4M+$183.1K2026-10-28
Financial Consulate, Inc
INCREASED7,3917,339+52+1%$1.4M$1.4M-$20.3K2026-10-23
Successful Portfolios LLC
UNCHANGED7,3807,38000%$1.4M$1.4M-$79.4K2026-10-09
Focus Financial Network, Inc.
DECREASED7,3777,469-92-1%$1.4M$1.4M-$47.5K2026-10-14
Fiduciary Family Office, LLC
INCREASED7,3126,706+606+9%$1.3M$1.4M+$85.1K2026-11-04
Bell Investment Advisors, Inc
DECREASED7,3087,328-200%$1.4M$1.4M-$33.6K2026-10-29
New England Capital Financial Advisors LLC
INCREASED7,3006,965+335+5%$1.3M$1.4M+$33.6K2026-11-03
Almanack Investment Partners, Llc.
INCREASED7,2897,128+161+2%$1.4M$1.4M+$8292026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED7,2717,264+7+0%$1.4M$1.3M-$28.2K2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
DECREASED7,2697,512-243-3%$1.4M$1.3M-$75.8K2026-10-19
Midland Wealth Advisors, LLC
DECREASED7,2617,667-406-5%$1.5M$1.3M-$106.7K2026-10-26
Diligent Investors, LLC
INCREASED7,2547,253+1+0%$1.4M$1.3M-$29.3K2026-10-21
Cornerstone Advisory, LLC
INCREASED7,2496,964+285+4%$1.3M$1.3M+$24.6K2026-11-06
Western Financial Corp
INCREASED7,2407,229+11+0%$1.4M$1.3M-$27.4K2026-10-14
Mitchell Capital Management Co
DECREASED7,2227,234-120%$1.4M$1.3M-$31.7K2026-10-29
Kelly Financial Services LLC
DECREASED7,2207,380-160-2%$1.4M$1.3M-$59.9K2026-10-20
CMH Wealth Management LLC
DECREASED7,2007,825-625-8%$1.5M$1.3M-$148.0K2026-10-22
Vigilare Wealth Management
DECREASED7,1668,102-936-12%$1.5M$1.3M-$206.9K2026-10-29
Wilkins Investment Counsel Inc
DECREASED7,1287,853-725-9%$1.5M$1.3M-$166.6K2026-11-03
Fruth Investment Management
UNCHANGED7,1177,11700%$1.4K$1.3K-$292026-10-13
Cooper Financial Group
DECREASED7,04511,740-4,695-40%$2.2M$1.3M-$919.4K2026-10-07
Univest Financial Corp
INCREASED7,0406,596+444+7%$1.3M$1.3M+$55.4K2026-11-05
Riverbend Wealth Management, LLC
INCREASED7,0346,924+110+2%$1.3M$1.3M-$7.9K2026-10-15
Mechanics Bank Trust Department
DECREASED7,0178,428-1,411-17%$1.6M$1.3M-$296.3K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED7,0036,799+204+3%$1.3M$1.3M+$10.2K2026-10-30
1900 Wealth Management LLC
INCREASED6,9496,082+867+14%$1.2M$1.3M+$136.1K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED6,9366,93600%$1.3M$1.3M-$28.3K2026-10-26
Vann Equity Management LLC
DECREASED6,9126,977-65-1%$1.3M$1.3M-$40.6K2026-10-08
Aviance Capital Partners, LLC
INCREASED6,9116,904+7+0%$1.3M$1.3M-$26.9K2026-10-29
Luken Investment Analytics, LLC
UNCHANGED6,8956,89500%$1.3M$1.3M-$28.1K2026-11-06
Investment Management Trust, LLC
INCREASED6,8946,869+25+0%$1.3M$1.3M-$23.4K2026-11-05
Kingsman Wealth Management, Inc.
INCREASED6,8635,216+1,647+32%$989.6K$1.3M+$284.5K2026-10-13
Mountain Pacific Investment Advisers LLC
UNCHANGED6,8616,86100%$1.3M$1.3M-$28.0K2026-10-29
Certuity, LLC
INCREASED6,8535,966+887+15%$1.1M$1.3M+$140.4K2026-11-02
Hummer Financial Advisory Services Inc
DECREASED6,8447,269-425-6%$1.4M$1.3M-$108.6K2026-10-09
Sawgrass Asset Management LLC
DECREASED6,8337,219-386-5%$1.4M$1.3M-$101.1K2026-11-03
D.B. Root & Company, LLC
INCREASED6,8326,449+383+6%$1.2M$1.3M+$44.8K2026-11-04
Arrow Financial Corp
UNCHANGED6,7996,79900%$1.3M$1.3M-$27.7K2026-10-26
Virtue Capital Management, LLC
INCREASED6,7946,334+460+7%$1.2M$1.3M+$59.6K2026-10-29
Midwest Financial Group LLC
DECREASED6,7646,906-142-2%$1.3M$1.3M-$54.5K2026-10-15
QP Wealth Management, LLC
NEW6,748—+6,748——$1.3M—2026-10-20
Peoples Financial Services Corp.
UNCHANGED6,7456,74500%$1.3M$1.3M-$27.5K2026-10-20
Earned Wealth Advisors, LLC
INCREASED6,7216,197+524+8%$1.2M$1.2M+$71.9K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED6,6936,182+511+8%$1.2M$1.2M+$69.2K2026-10-13
Alhambra Investment Management LLC
DECREASED6,6796,704-250%$1.3M$1.2M-$32.0K2026-10-15
WBH Advisory Inc
INCREASED6,6746,374+300+5%$1.2M$1.2M+$29.7K2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED6,6736,738-65-1%$1.3M$1.2M-$39.6K2026-11-02
Sigma Investment Counselors Inc
DECREASED6,6337,198-565-8%$1.3M$1.2M-$56.3K2026-10-27
Meridian Investment Counsel Inc.
DECREASED6,6246,669-45-1%$1.3M$1.2M-$35.6K2026-10-14
KPP Advisory Services LLC
DECREASED6,5938,902-2,309-26%$1.7M$1.2M-$465.0K2026-10-26
Peak Financial Management, Inc.
INCREASED6,5676,556+11+0%$1.2M$1.2M-$24.6K2026-10-16
Spectrum Asset Management, Inc. (NB )
DECREASED6,5276,533-60%$1.2M$1.2M-$27.9K2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED6,5175,556+961+17%$1.1M$1.2M+$155.8K2026-10-09
Beaumont Asset Management, L.L.C.
INCREASED6,5066,451+55+1%$1.2M$1.2M-$16.1K2026-10-16
Wealth Science Advisors LLC
DECREASED6,4956,780-285-4%$1.3M$1.2M-$80.6K2026-10-09
S.A. Mason LLC
INCREASED6,4916,484+7+0%$1.2M$1.2M-$25.2K2026-10-13
Klingman & Associates, LLC
INCREASED6,4755,716+759+13%$1.1M$1.2M+$117.6K2026-10-20
Bailard, Inc.
INCREASED6,4636,370+93+1%$1.2M$1.2M-$8.5K2026-10-13
Willow Creek Capital Management, Inc.
UNCHANGED6,4636,46300%$1.2M$1.2M$02026-10-16
Berkshire Money Management, Inc.
NEW6,459—+6,459——$1.2M—2026-10-21
Stonebridge Financial Planning Group, LLC
INCREASED6,4256,375+50+1%$1.2M$1.2M-$16.8K2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED6,4066,863-457-7%$1.3M$1.2M-$59.9K2026-10-22
BXM Wealth LLC
UNCHANGED6,4066,40600%$1.2M$1.2M-$26.1K2026-11-03
Hoey Investments, Inc
INCREASED6,4056,205+200+3%$1.2M$1.2M+$11.8K2026-10-29
First County Bank
INCREASED6,3976,312+85+1%$1.2M$1.2M-$10.0K2026-10-13
Boston Trust Walden Corp
INCREASED6,3936,392+1+0%$1.2M$1.2M-$25.9K2026-10-30
Benin Management Corp
UNCHANGED6,3646,36400%$1.2M$1.2M-$26.0K2026-10-22
Gryphon Financial Partners LLC
DECREASED6,3576,404-47-1%$1.2M$1.2M-$34.9K2026-11-04
Pines Wealth Management, LLC
INCREASED6,3466,249+97+2%$1.2M$1.2M-$7.4K2026-10-21
Victrix Investment Advisors
INCREASED6,3286,185+143+2%$1.2M$1.2M+$1.3K2026-10-13
Charles Schwab Trust Co
INCREASED6,3155,282+1,033+20%$1.0M$1.2M+$170.2K2026-10-15
EdgeRock Capital LLC
DECREASED6,3147,499-1,185-16%$1.4M$1.2M-$250.5K2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED6,3126,347-35-1%$1.2M$1.2M-$32.1K2026-10-30
Lewis Asset Management, LLC
DECREASED6,3106,332-220%$1.2M$1.2M-$29.8K2026-10-14
Fragasso Financial Advisors Inc
INCREASED6,2882,453+3,835+156%$465.5K$1.2M+$703.9K2026-10-13
Perpetual Ltd
INCREASED6,2475,565+682+12%$1.1M$1.2M+$103.9K2026-10-13
Fulton Breakefield Broenniman LLC
DECREASED6,2426,714-472-7%$1.3M$1.2M-$115.0K2026-11-03
Heritage Family Offices, LLP
DECREASED6,2318,009-1,778-22%$1.5M$1.2M-$362.8K2026-11-02
Sierra Summit Advisors LLC
INCREASED6,2256,069+156+3%$1.2M$1.2M+$4.2K2026-10-28
NBH Bank
INCREASED6,1835,835+348+6%$1.1M$1.1M+$40.8K2026-11-05
Union Savings Bank
DECREASED6,1586,241-83-1%$1.2M$1.1M-$40.9K2026-10-14
Sovran Advisors, LLC
INCREASED6,1415,809+332+6%$1.3M$1.2M-$45.3K2026-11-02
PKS Advisory Services, LLC
UNCHANGED6,1406,14000%$1.2M$1.2M$02026-10-26
R Squared Ltd
DECREASED6,1326,661-529-8%$1.3M$1.1M-$125.4K2026-11-06
Bank Pictet & Cie (Europe) AG
UNCHANGED6,1166,11600%$1.2M$1.1M-$25.0K2026-10-20
Adelphi Trust Co
INCREASED6,0936,059+34+1%$1.1M$1.1M-$18.4K2026-10-05
Diversified Enterprises, LLC
INCREASED6,0864,278+1,808+42%$811.7K$1.1M+$318.2K2026-10-19
KOM Wealth Management Group, LLC
INCREASED6,0756,074+1+0%$1.2M$1.1M-$24.5K2026-10-15
Verum Partners LLC
DECREASED6,0486,252-204-3%$1.2M$1.1M-$63.4K2026-10-21
Childress Capital Advisors, LLC
DECREASED6,0296,149-120-2%$1.2M$1.1M-$47.4K2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED6,0245,260+764+15%$998.0K$1.1M+$128.1K2026-10-28
SeaCrest Wealth Management, LLC
DECREASED6,0096,203-194-3%$1.2M$1.1M-$61.3K2026-10-21
TriaGen Wealth Management LLC
UNCHANGED6,0096,00900%$1.1M$1.1M-$24.5K2026-10-14
Tempo Wealth, LLC
INCREASED5,9974,842+1,155+24%$918.6K$1.1M+$194.7K2026-10-14
Schear Investment Advisers, LLC
DECREASED5,9976,012-150%$1.1M$1.1M-$27.3K2026-10-14
Achmea Investment Management B.V.
NEW5,993—+5,993——$1.1M—2026-10-30
EPG Wealth Management LLC
INCREASED5,9735,763+210+4%$1.1M$1.1M+$15.6K2026-11-03
Sheets Smith Wealth Management
UNCHANGED5,9655,96500%$1.1M$1.1M-$24.3K2026-10-16
Capital City Trust Co
INCREASED5,9605,950+10+0%$1.1M$1.1M-$22.4K2026-10-22
Jackson Square Capital, LLC
INCREASED5,9105,691+219+4%$1.1M$1.1M+$17.4K2026-10-19
First Bancorp, Inc
DECREASED5,9106,077-167-3%$1.2M$1.1M-$55.8K2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED5,9076,411-504-8%$1.2M$1.1M-$119.6K2026-10-20
Manchester Capital Management LLC
DECREASED5,9076,018-111-2%$1.1M$1.1M-$45.2K2026-10-22
Prudent Man Advisors, LLC
DECREASED5,9006,125-225-4%$1.2M$1.1M-$66.8K2026-11-03
Stillwater Wealth Management Group
DECREASED5,87613,630-7,754-57%$2.6M$1.1M-$1.5M2026-10-21
Bedel Financial Consulting, Inc.
DECREASED5,8656,466-601-9%$1.2M$1.1M-$138.0K2026-11-06
Eclectic Associates Inc
INCREASED5,8595,774+85+1%$1.1M$1.1M-$7.8K2026-10-09
Brandywine OAK Private Wealth LLC
DECREASED5,8105,826-160%$1.1M$1.1M-$26.6K2026-10-23
Cane Capital Partners, LLC
DECREASED5,8085,882-74-1%$1.1M$1.1M-$37.7K2026-10-23
Secure Asset Management, LLC
INCREASED5,8035,463+340+6%$1.0M$1.1M+$40.9K2026-10-19
CRA Financial Services, LLC
INCREASED5,7715,640+131+2%$1.1M$1.1M+$1.2K2026-10-16
Insight Advisors, LLC/ PA
INCREASED5,7655,750+15+0%$1.1M$1.1M-$20.4K2026-10-22
Fourpath Capital Management, LLC
DECREASED5,7586,097-339-6%$1.2M$1.1M-$87.8K2026-10-19
Montchanin Asset Management, LLC
UNCHANGED5,7585,75800%$1.1M$1.1K-$1.1M2026-11-02
Insight Wealth Partners, LLC
NEW5,756—+5,756——$1.1M—2026-10-26
Wedgewood Investors Inc
DECREASED5,7315,756-250%$1.1M$1.1M-$28.1K2026-10-28
Marin Bay Wealth Advisors, LLC
INCREASED5,7105,704+6+0%$1.1M$1.1M-$22.2K2026-10-28
Formidable Asset Management, LLC
DECREASED5,6985,718-200%$1.1M$1.1M-$21.9K2026-11-03
MQS Management LLC
INCREASED5,6901,967+3,723+189%$373.2K$1.1M+$683.1K2026-11-06
Persium Advisors, LLC
INCREASED5,6625,432+230+4%$1.0M$1.1M+$20.5K2026-10-07
Lmcg Investments, LLC
DECREASED5,6616,769-1,108-16%$1.3M$1.1M-$233.3K2026-10-21
HBW Advisory Services LLC
INCREASED5,6605,259+401+8%$997.8K$1.1M+$53.0K2026-10-15
Uhlmann Price Securities, LLC
INCREASED5,6444,625+1,019+22%$877.5K$1.0M+$170.3K2026-11-03
Key FInancial Inc
INCREASED5,6185,475+143+3%$1.0M$1.0M+$4.2K2026-11-02
TigerOak Management, L.L.C.
INCREASED5,6005,461+139+3%$1.0M$1.0M+$3.5K2026-10-23
Solidarity Wealth, LLC
DECREASED5,5925,663-71-1%$1.1M$1.0M-$36.3K2026-10-15
Hohimer Wealth Management, LLC
INCREASED5,5905,529+61+1%$1.0M$1.0M-$11.3K2026-11-04
BCV Asset Management Inc.
DECREASED5,5755,615-40-1%$1.1M$1.0M-$14.8K2026-11-06
Focused Alpha, LLC
INCREASED5,5533,477+2,076+60%$659.6K$1.0M+$371.3K2026-10-20
Sentinel Trust Co LBA
DECREASED5,5525,555-30%$1.1K$1.0K-$232026-11-03
WealthTrust Asset Management, LLC
DECREASED5,5235,657-134-2%$1.1M$1.0M-$48.0K2026-10-22
Burford Brothers, Inc.
INCREASED5,5185,480+38+1%$1.0M$1.0M-$15.3K2026-10-21
Hopwood Financial Services, Inc.
DECREASED5,5135,547-34-1%$1.1M$1.0M-$28.8K2026-10-29
Sterling Investment Advisors, Ltd.
UNCHANGED5,4965,49600%$1.0M$1.0M-$22.4K2026-10-27
Verus Capital Partners, LLC
DECREASED5,4875,599-112-2%$1.1M$1.0M-$43.6K2026-11-03
Appleton Partners Inc
DECREASED5,4785,493-150%$1.0M$1.0K-$1.0M2026-10-30
Marathon Capital Management
DECREASED5,4755,478-30%$1.0M$1.0M-$22.8K2026-10-23
Oakworth Capital, Inc.
INCREASED5,4455,399+46+1%$1.0M$1.0M-$14.0K2026-10-26
ANB Bank
DECREASED5,4395,867-428-7%$1.1M$1.0M-$103.4K2026-10-09
Frank, Rimerman Advisors LLC
INCREASED5,4335,226+207+4%$991.5K$1.0M+$17.1K2026-10-16
Candriam S.C.A.
UNCHANGED5,4265,42600%$1.0M$1.0M-$17.5K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED5,4255,42500%$1.0M$1.0M$02026-10-13
Rinkey Investments
UNCHANGED5,4155,41500%$1.0M$1.0M-$22.1K2026-10-28
Golden Reserve Retirement LLC
INCREASED5,4144,020+1,394+35%$762.8K$1.0M+$242.3K2026-11-02
PFC Capital Group, Inc.
UNCHANGED5,4065,40600%$1.0M$1.0M-$21.4K2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED5,3986,172-774-13%$1.2M$1.0M-$168.9K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED5,3915,937-546-9%$1.1M$1.0M-$125.6K2026-11-04
TrustBank
DECREASED5,3905,431-41-1%$1.0M$1.0M-$29.8K2026-10-20
Peddock Capital Advisors, LLC
UNCHANGED5,3795,37900%$1.0M$998.6K-$21.9K2026-10-16
Woodward Diversified Capital, LLC
INCREASED5,3645,272+92+2%$1.0M$995.7K-$4.6K2026-10-21
Legacy Wealth Asset Management, LLC
DECREASED5,3375,591-254-5%$1.1M$990.8K-$70.0K2026-10-09
Stableford Capital II LLC
INCREASED5,3175,239+78+1%$994.0K$987.1K-$6.9K2026-10-09
Meadow Creek Wealth Advisors LLC
INCREASED5,3154,860+455+9%$922.1K$986.7K+$64.6K2026-11-02
Twelve Points Wealth Management LLC
DECREASED5,3076,027-720-12%$1.1M$1.1M-$83.2K2026-11-03
Total Wealth Planning & Management, Inc.
INCREASED5,2515,065+186+4%$961.0K$974.8K+$13.9K2026-10-23
Sterling Financial Planning, Inc.
UNCHANGED5,2425,24200%$994.6K$973.2K-$21.4K2026-10-28
CPA Asset Management Group, LLC
INCREASED5,2355,218+17+0%$990.0K$971.9K-$18.1K2026-10-26
Worth Financial Advisory Group, LLC
DECREASED5,2315,315-84-2%$1.0M$971.1K-$37.4K2026-10-19
Flagship Wealth Advisors, LLC
INCREASED5,2284,180+1,048+25%$793.1K$970.6K+$177.5K2026-11-03
Obsidian CIO, LLC
INCREASED5,2154,799+416+9%$910.5K$968.1K+$57.6K2026-11-05
Nfsg Corp
DECREASED5,2045,521-317-6%$1.0M$966.2K-$81.4K2026-10-15
Archer Investment Corp
INCREASED5,2035,088+115+2%$965.4K$966.0K+$6192026-11-05
Sterling Capital Management LLC
DECREASED5,1876,803-1,616-24%$1.3M$963.0K-$327.8K2026-10-22
Trust Co of Oklahoma
DECREASED5,1865,278-92-2%$1.0M$962.8K-$38.6K2026-10-15
Greatmark Investment Partners, Inc.
DECREASED5,1775,227-50-1%$991.7K$961.1K-$30.6K2026-10-28
Raiffeisen Bank International AG
NEW5,159—+5,159——$964.4K—2026-10-28
E&G Advisors, LLC
DECREASED5,1475,247-100-2%$995.5K$955.5K-$40.0K2026-10-13
Garner Asset Management Corp
DECREASED5,1465,203-57-1%$987.2K$1.0M+$29.0K2026-10-30
WealthCare Investment Partners, LLC
DECREASED5,1305,142-120%$975.5K$952.4K-$23.2K2026-11-05
Revolve Wealth Partners, LLC
DECREASED5,1187,075-1,957-28%$1.3M$950.1K-$392.3K2026-10-23
Madrona Financial Services, LLC
INCREASED5,0944,943+151+3%$937.9K$945.6K+$7.7K2026-10-23
Arcataur Capital Management LLC
UNCHANGED5,0925,09200%$966.1K$945.3K-$20.8K2026-10-21
Acorn Wealth Advisors, LLC
INCREASED5,0894,672+417+9%$886.5K$944.8K+$58.3K2026-10-19
Wealth Intelligence, LLC
INCREASED5,0884,817+271+6%$913.9K$944.6K+$30.7K2026-10-16
Carter Financial Group, Inc.
INCREASED5,0884,951+137+3%$939.3K$944.6K+$5.3K2026-10-21
Vertrix Wealth Management, LLC
DECREASED5,0845,359-275-5%$1.0M$943.8K-$72.9K2026-10-13
Altfest L J & Co Inc
DECREASED5,0815,088-70%$965.4K$943.4K-$22.0K2026-10-27
Triad Wealth Partners, LLC
INCREASED5,0774,809+268+6%$1.0M$942.6K-$99.4K2026-10-26
Breakwater Capital Group
INCREASED5,0725,052+20+0%$958.5K$941.6K-$16.9K2026-10-09
Evansbrook LLC
UNCHANGED5,0685,06800%$961.6K$940.9K-$20.7K2026-10-16
Oak Grove Capital LLC
UNCHANGED5,0255,02500%$953.4K$932.9K-$20.5K2026-10-09
Trinity Financial Advisors LLC
UNCHANGED5,0215,02100%$952.6K$932.1K-$20.5K2026-10-09
KRS Capital Management, LLC
DECREASED5,0145,035-210%$955.2K$930.8K-$24.4K2026-10-16
BankPlus Wealth Management LLC
INCREASED4,9764,935+41+1%$936.7K$924.3K-$12.4K2026-10-13
First Growth Capital LLC
UNCHANGED4,9634,96300%$941.6K$921.4K-$20.2K2026-10-15
Pinnacle Bancorp, Inc.
INCREASED4,9344,718+216+5%$895.1K$916.0K+$20.9K2026-10-21
Hudock, Inc.
DECREASED4,9295,346-417-8%$1.0M$915.2K-$99.3K2026-10-14
Hardy Reed LLC
INCREASED4,9244,796+128+3%$910.0K$914.2K+$4.2K2026-11-06
V-Square Quantitative Management LLC
INCREASED4,9094,614+295+6%$875.4K$911.4K+$35.9K2026-10-15
True North Advisors, LLC
DECREASED4,9005,080-180-4%$963.8K$909.7K-$54.1K2026-10-22
Wolff Financial Management LLC
DECREASED4,8984,937-39-1%$936.8K$909.3K-$27.4K2026-10-23
Clearstead Trust, LLC
INCREASED4,8934,808+85+2%$912.2K$908.4K-$3.8K2026-11-06
SYM Financial Corp
INCREASED4,8882,812+2,076+74%$533.6K$907.5K+$373.9K2026-10-26
Cambiar Investors LLC
DECREASED4,8885,016-128-3%$951.7K$907.5K-$44.2K2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED4,8854,88500%$926.8K$906.9K-$19.9K2026-11-02
Evermay Wealth Management LLC
DECREASED4,8797,650-2,771-36%$1.5M$905.8K-$545.6K2026-11-05
Pavion Blue Capital, LLC
UNCHANGED4,8794,87900%$1.0M$905.8K-$114.8K2026-11-05
United Advisor Group, LLC
DECREASED4,8735,137-264-5%$974.6K$904.7K-$70.0K2026-11-03
Weaver Consulting Group
INCREASED4,8694,736+133+3%$898.6K$903.9K+$5.3K2026-10-07
Galvin, Gaustad & Stein, LLC
DECREASED4,8504,931-81-2%$935.5K$900.4K-$35.1K2026-10-08
Victory Financial Group, LLC
INCREASED4,8483,850+998+26%$730.5K$900.1K+$169.6K2026-10-27
Olistico Wealth, LLC
UNCHANGED4,8484,84800%$919.7K$900.0K-$19.8K2026-10-05
Three Bridge Wealth Advisors, LLC
DECREASED4,8285,002-174-3%$949.0K$896.3K-$52.7K2026-11-05
SmartHarvest Portfolios, LLC
DECREASED4,8026,541-1,739-27%$1.2M$891.6K-$349.4K2026-10-26
Financial Planning Hawaii, Inc.
DECREASED4,7685,143-375-7%$975.8K$885.2K-$90.6K2026-10-13
Asset Planning,Inc
INCREASED4,7504,738+12+0%$898.8K$881.8K-$17.0K2026-10-26
Milestone Asset Management, LLC
DECREASED4,7464,799-53-1%$910.6K$881.1K-$29.4K2026-10-15
Catalyst Investment Management LLC
UNCHANGED4,7434,74300%$899.8K$880.6K-$19.3K2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED4,7304,73000%$897.4K$878.1K-$19.3K2026-10-20
Yankcom Partnership
INCREASED4,7254,710+15+0%$893.6K$877.2K-$16.4K2026-10-15
Zullo Investment Group, Inc.
INCREASED4,7214,714+7+0%$894.4K$876.5K-$17.9K2026-10-20
Curated Wealth Partners LLC
INCREASED4,7081,710+2,998+175%$324.4K$874.0K+$549.6K2026-10-15
Patton Albertson Miller Group, LLC
DECREASED4,7004,802-102-2%$911.1K$872.6K-$38.5K2026-10-26
Firethorn Wealth Partners, LLC
INCREASED4,6994,698+1+0%$891.3K$872.4K-$18.9K2026-10-14
Acima Private Wealth, LLC
UNCHANGED4,6944,69400%$890.6K$871.4K-$19.2K2026-10-05
Lazari Capital Management, Inc.
DECREASED4,6854,699-140%$891.6K$869.7K-$21.9K2026-10-20
One Way Holdings LLC
DECREASED4,6764,940-264-5%$937.3K$868.1K-$69.2K2026-10-29
Atala Financial Inc
UNCHANGED4,6714,67100%$886.2K$867.2K-$19.1K2026-10-22
Swiss RE LTD
INCREASED4,6702,841+1,829+64%$539.0K$867.0K+$328.0K2026-11-06
Founders Capital Management, LLC
DECREASED4,6627,926-3,264-41%$1.5M$865.5K-$638.3K2026-10-23
Gray Private Wealth, LLC
INCREASED4,6561,374+3,282+239%$260.7K$864.4K+$603.7K2026-10-28
Biltmore Family Office, LLC
DECREASED4,6365,482-846-15%$1.0M$860.7K-$179.3K2026-11-03
Schuylkill Financial LLC
INCREASED4,6074,428+179+4%$840.1K$855.3K+$15.2K2026-10-21
Bison Wealth, LLC
INCREASED4,5914,144+447+11%$834.5K$856.9K+$22.5K2026-10-13
Canandaigua National Trust Co of Florida
NEW4,582—+4,582——$850.6K—2026-10-07
Creative Financial Designs Inc
INCREASED4,5802,199+2,381+108%$417.2K$850.4K+$433.2K2026-11-04
MV Capital Management, Inc.
DECREASED4,5804,692-112-2%$890.2K$850.3K-$39.9K2026-10-29
Cromwell Holdings LLC
UNCHANGED4,5794,57900%$868.8K$850.1K-$18.7K2026-10-28
Center For Asset Management LLC
INCREASED4,5744,179+395+9%$792.8K$849.2K+$56.4K2026-10-16
Cannon Financial Strategists, Inc.
UNCHANGED4,5664,56600%$866.3K$847.7K-$18.6K2026-10-19
Morton Capital Management LLC
DECREASED4,5564,613-57-1%$875.2K$845.9K-$29.3K2026-10-23
Center for Financial Planning, Inc.
INCREASED4,5543,291+1,263+38%$624.4K$845.5K+$221.0K2026-10-26
BCS Wealth Management
DECREASED4,5374,779-242-5%$906.7K$842.4K-$64.3K2026-11-03
Fairscale Capital, LLC
UNCHANGED4,5194,51900%$857.4K$902.9K+$45.5K2026-11-04
May Hill Capital, LLC
DECREASED4,5124,521-90%$857.7K$837.6K-$20.1K2026-11-03
Tannin Capital LLC
DECREASED4,4986,048-1,550-26%$1.1M$835.1K-$312.4K2026-11-05
Thrive Wealth Management, LLC
INCREASED4,4884,411+77+2%$836.9K$833.1K-$3.8K2026-10-13
BKM Wealth Management, LLC
DECREASED4,4804,500-200%$853.8K$831.7K-$22.1K2026-10-22
Ifrah Financial Services, Inc.
DECREASED4,4774,552-75-2%$863.6K$831.2K-$32.4K2026-10-13
McAdam, LLC
INCREASED4,4714,199+272+6%$796.8K$830.0K+$33.2K2026-10-21
Titleist Asset Management, LLC
INCREASED4,4714,457+14+0%$845.3K$830.0K-$15.3K2026-10-08
Edgemoor Investment Advisors, Inc.
INCREASED4,4604,451+9+0%$844.5K$828.0K-$16.5K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED4,4504,367+83+2%$828.6K$826.1K-$2.6K2026-10-14
Argyle Capital Partners, LLC
INCREASED4,4464,420+26+1%$838.6K$825.5K-$13.1K2026-10-23
CFM Wealth Partners LLC
NEW4,445—+4,445——$825.2K—2026-11-05
Kestra Investment Management, LLC
INCREASED4,4434,338+105+2%$823.0K$824.8K+$1.7K2026-11-04
Emerald Advisors, LLC
DECREASED4,4344,754-320-7%$902.0K$823.2K-$78.8K2026-10-13
Tributary Capital Management, LLC
UNCHANGED4,4114,41100%$836.9K$818.9K-$18.0K2026-10-28
Keystone Wealth Services, LLC
INCREASED4,4103,819+591+15%$724.5K$824.3K+$99.8K2026-11-03
Gilpin Wealth Management, LLC
DECREASED4,3954,568-173-4%$866.7K$815.9K-$50.8K2026-10-09
Allen Capital Group, LLC
INCREASED4,3774,267+110+3%$809.6K$812.6K+$3.0K2026-10-27
Cove Private Wealth, LLC
INCREASED4,3744,369+5+0%$828.9K$812.0K-$16.9K2026-10-28
Sunburst Financial Group, LLC
DECREASED4,3574,358-10%$826.8K$808.8K-$17.9K2026-10-09
AGF Management LTD
DECREASED4,35529,561-25,206-85%$5.6M$808.5K-$4.8M2026-11-03
Winthrop Advisory Group LLC
INCREASED4,3534,140+213+5%$785.5K$808.1K+$22.6K2026-10-22
AA Financial Advisors, LLC
INCREASED4,3454,266+79+2%$809.4K$806.7K-$2.7K2026-10-19
Riggs Asset Managment Co. Inc.
INCREASED4,3401,340+3,000+224%$254.2K$805.7K+$551.5K2026-11-05
Crescent Sterling, Ltd.
NEW4,337—+4,337——$805.2K—2026-10-16
Boyd Watterson Asset Management LLC
DECREASED4,3314,410-79-2%$836.6K$804.0K-$32.7K2026-11-06
Bingham Private Wealth, LLC
INCREASED4,3304,175+155+4%$792.1K$803.9K+$11.7K2026-11-05
Cache Advisors, LLC
UNCHANGED4,3304,33000%$821.5K$803.9K-$17.7K2026-10-16
Wealth Management Partners, LLC
UNCHANGED4,3244,32400%$820.4K$802.8K-$17.6K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,3114,328-170%$821.2K$800.3K-$20.9K2026-10-08
New Wave Wealth Advisors LLC
DECREASED4,3024,344-42-1%$824.2K$787.4K-$36.8K2026-10-19
Canton Hathaway, LLC
INCREASED4,278278+4,000+1439%$52.7K$794.2K+$741.5K2026-10-23
Forza Wealth Management, LLC
INCREASED4,2673,727+540+14%$707.1K$792.2K+$85.0K2026-10-20
SkyOak Wealth, LLC
UNCHANGED4,2654,26500%$809.2K$791.8K-$17.4K2026-10-28
Shepherd Street Advisors LLC
INCREASED4,2643,931+333+8%$770.0K$793.0K+$22.9K2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED4,2574,25700%$807.7K$790.3K-$17.4K2026-10-30
XXI Wealth, LLC
INCREASED4,2463,738+508+14%$709.2K$788.3K+$79.1K2026-10-22
Hara Capital LLC
UNCHANGED4,2404,24000%$804.5K$787.2K-$17.3K2026-10-30
Montis Financial, LLC
INCREASED4,2193,996+223+6%$758.1K$783.3K+$25.2K2026-11-04
PUREfi Wealth, LLC
INCREASED4,2182,237+1,981+89%$424.4K$783.1K+$358.6K2026-10-19
Mattern Wealth Management LLC
DECREASED4,2064,246-40-1%$805.6K$780.8K-$24.8K2026-11-04
Compass Financial Management LLC
DECREASED4,2005,734-1,534-27%$1.2M$779.8K-$411.2K2026-10-30
Bullock Wealth Management Group
INCREASED4,1944,117+77+2%$789.6K$776.0K-$13.6K2026-10-09
Bernardo Wealth Planning LLC
INCREASED4,1862,017+2,169+108%$382.8K$777.3K+$394.5K2026-10-23
Avantra Family Wealth, Inc.
INCREASED4,1864,108+78+2%$779.4K$777.2K-$2.2K2026-10-20
PW Nova Financial Services LLC
DECREASED4,1815,152-971-19%$977.5K$776.1K-$201.4K2026-10-15
Marino, Stram & Associates LLC
INCREASED4,1734,156+17+0%$788.6K$774.8K-$13.8K2026-10-22
Artemis Wealth Advisors, LLC
INCREASED4,1664,165+1+0%$790.3K$773.5K-$16.8K2026-11-05
Investmark Advisory Group LLC
INCREASED4,1372,596+1,541+59%$492.5K$768.1K+$275.6K2026-10-27
Cottage Street Advisors LLC
DECREASED4,1354,208-73-2%$798.3K$767.6K-$30.7K2026-10-19
Greg Jennings, LLC
NEW4,124—+4,124——$765.5K—2026-10-19
Income Insurance Ltd
UNCHANGED4,1064,10600%$779.0K$762.3K-$16.8K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
INCREASED4,1054,088+17+0%$775.6K$762.1K-$13.5K2026-10-15
Paladin Wealth, LLC
NEW4,100—+4,100——$761.2K—2026-10-23
Canopy Partners, LLC
INCREASED4,1003,656+444+12%$693.7K$761.2K+$67.5K2026-10-28
Strategic Advisors LLC
DECREASED4,0994,337-238-5%$822.8K$760.9K-$61.9K2026-10-13
Symmetry Partners, LLC
INCREASED4,0753,954+121+3%$750.1K$756.4K+$6.3K2026-10-27
Tred Avon Family Wealth, LLC
DECREASED4,0624,119-57-1%$781.5K$754.1K-$27.4K2026-10-20
Investment House LLC
DECREASED4,0405,365-1,325-25%$1.0M$750.0K-$267.9K2026-10-21
Spurstone Advisory Services, LLC
UNCHANGED4,0384,03800%$774.4K$747.1K-$27.3K2026-11-02
Community Financial Services Group, LLC
INCREASED4,0373,790+247+7%$726.8K$746.9K+$20.0K2026-10-15
Private Client Services, LLC
DECREASED4,0274,245-218-5%$805.4K$747.5K-$57.8K2026-10-02
Blake Schutter Theil Wealth Advisors, LLC
DECREASED4,0224,280-258-6%$812.0K$746.8K-$65.3K2026-11-02
Cerro Pacific Wealth Advisors LLC
INCREASED4,0203,900+120+3%$740.0K$746.4K+$6.4K2026-10-22
Opal Wealth Advisors, LLC
INCREASED4,0123,210+802+25%$609.0K$744.8K+$135.8K2026-10-16
General Partner, Inc.
DECREASED4,0054,405-400-9%$835.8K$743.5K-$92.2K2026-10-05
Womack Financial LLC
UNCHANGED4,0024,00200%$759.3K$743.0K-$16.3K2026-10-14
Parkside Investments, LLC
NEW4,000—+4,000——$742.6K—2026-10-20
Jmac Enterprises LLC
DECREASED4,0004,011-110%$761.0K$742.6K-$18.4K2026-10-30
SBK Financial, Inc.
UNCHANGED4,0004,00000%$758.9K$742.6K-$16.3K2026-11-02
Ibex Wealth Advisors
INCREASED3,9992,847+1,152+40%$540.1K$742.4K+$202.3K2026-11-06
Cravens & Co Advisors, LLC
INCREASED3,9963,866+130+3%$733.5K$741.9K+$8.4K2026-10-16
Great Diamond Partners, LLC
INCREASED3,9953,556+439+12%$674.7K$741.7K+$67.0K2026-10-13
Tompkins Financial Corp
DECREASED3,9894,019-30-1%$762.5K$740.6K-$22.0K2026-10-05
Frontier Asset Management, LLC
DECREASED3,9828,987-5,005-56%$1.7M$739.3K-$965.9K2026-10-28
Greenspring Advisors, LLC
DECREASED3,9804,064-84-2%$771.1K$738.9K-$32.2K2026-11-05
Wealth Quarterback LLC
INCREASED3,9753,940+35+1%$747.6K$737.9K-$9.7K2026-10-20
Optima Capital LLC
DECREASED3,9714,020-49-1%$762.7K$737.3K-$25.5K2026-10-29
Uptick Partners, LLC
INCREASED3,9693,850+119+3%$730.5K$736.8K+$6.3K2026-11-04
55 North Private Wealth, LLC
INCREASED3,9683,841+127+3%$728.8K$736.7K+$7.9K2026-10-20
AGH Wealth Advisors, LLC
DECREASED3,9544,080-126-3%$774.1K$734.1K-$40.0K2026-10-26
Wealth Effects LLC
INCREASED3,9173,900+17+0%$740.0K$727.2K-$12.8K2026-10-23
LSV Asset Management
UNCHANGED3,9003,90000%$740.0K$724-$739.3K2026-11-06
MBA Advisors LLC
INCREASED3,8993,824+75+2%$725.5K$723.8K-$1.7K2026-10-29
Hilton Head Capital Partners, LLC
DECREASED3,8974,356-459-11%$826.5K$723.5K-$102.9K2026-10-23
RW Investment Management LLC
INCREASED3,8953,686+209+6%$699.3K$723.1K+$23.8K2026-11-03
Certified Advisory Corp
INCREASED3,8943,769+125+3%$715.2K$722.9K+$7.7K2026-10-29
Tranquility Partners, LLC
INCREASED3,8843,859+25+1%$732.2K$721.1K-$11.1K2026-10-20
Jm2 Capital Inc.
DECREASED3,8803,954-74-2%$750.1K$720.3K-$29.9K2026-10-14
Alpine Bank Wealth Management
INCREASED3,8793,660+219+6%$694.4K$720.1K+$25.7K2026-10-16
Family Capital Management, Inc.
DECREASED3,8743,934-60-2%$746.4K$719.2K-$27.2K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED3,8714,047-176-4%$767.9K$718.6K-$49.2K2026-10-15
Plancorp, LLC
INCREASED3,8683,121+747+24%$613.0K$772.7K+$159.8K2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED3,8553,311+544+16%$640.3K$740.7K+$100.4K2026-10-21
SL Advisors, LLC
DECREASED3,8554,016-161-4%$762.0K$715.7K-$46.3K2026-10-13
Howard Financial Services, Ltd.
INCREASED3,8463,214+632+20%$609.7K$713.9K+$104.2K2026-10-15
Elevatus Welath Management
INCREASED3,8423,372+470+14%$639.9K$713.4K+$73.6K2026-10-19
Iams Wealth Management, LLC
DECREASED3,8393,865-26-1%$733.5K$713.0K-$20.6K2026-10-15
Ashton Thomas Securities, LLC
INCREASED3,8292,171+1,658+76%$408.9K$710.9K+$302.0K2026-10-26
Lantz Financial LLC
INCREASED3,8103,747+63+2%$710.8K$707.3K-$3.6K2026-10-15
First Citizens Financial Corp
INCREASED3,8093,531+278+8%$669.9K$707.1K+$37.2K2026-10-02
Stordahl Capital Management, Inc.
UNCHANGED3,8093,80900%$722.7K$707.1K-$15.5K2026-10-22
RS Crum Inc.
UNCHANGED3,8033,80300%$721.5K$706.0K-$15.5K2026-10-19
Fortitude Family Office, LLC
INCREASED3,8003,786+14+0%$718.3K$705.5K-$12.8K2026-10-14
bLong Financial, LLC
UNCHANGED3,7943,79400%$719.8K$704.4K-$15.5K2026-10-29
Silver Lake Advisory, LLC
INCREASED3,7883,775+13+0%$716.2K$703.2K-$13.0K2026-10-22
Todd Asset Management LLC
UNCHANGED3,7853,78500%$718.1K$702.7K-$15.4K2026-10-27
Rasp Wealth Solutions, LLC
INCREASED3,7743,319+455+14%$629.7K$700.6K+$70.9K2026-11-06
Ignite Planners, LLC
INCREASED3,7662,977+789+27%$565.2K$707.3K+$142.1K2026-10-14
Cowa, LLC
UNCHANGED3,7633,76300%$714.0K$698.6K-$15.4K2026-10-30
WMS Group LLC
DECREASED3,7523,813-61-2%$723.4K$696.6K-$26.9K2026-11-06
First Financial Corp
UNCHANGED3,7443,74400%$710.3K$695.1K-$15.3K2026-10-13
Pinkerton Wealth, LLC
DECREASED3,7414,403-662-15%$849.4K$694.5K-$154.9K2026-10-29
Vicus Capital
DECREASED3,7363,884-148-4%$736.9K$693.5K-$43.3K2026-11-05
Enclave Advisors LLC
DECREASED3,7296,495-2,766-43%$1.2M$692.3K-$540.0K2026-10-14
RMR Wealth Builders
DECREASED3,7163,824-108-3%$725.6K$689.8K-$35.7K2026-10-22
Alessandra Capital Management, LLC
DECREASED3,7124,002-290-7%$759.3K$689.1K-$70.2K2026-10-30
Tortuga Wealth Management, Inc
DECREASED3,7063,861-155-4%$732.6K$688.1K-$44.5K2026-10-27
Promethium Advisors,llc
UNCHANGED3,7003,70000%$702.0K$686.9K-$15.1K2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED3,6973,668+29+1%$695.9K$686.3K-$9.6K2026-10-16
Heritage Investment Group, Inc.
DECREASED3,6903,693-30%$700.7K$685.0K-$15.6K2026-11-03
West Paces Advisors Inc.
DECREASED3,6853,831-146-4%$726.8K$684.1K-$42.7K2026-10-13
Hilltop National Bank
INCREASED3,6792,967+712+24%$562.9K$683.0K+$120.1K2026-10-14
Legacy Advisors, LLC
DECREASED3,6743,976-302-8%$754.4K$682.1K-$72.3K2026-10-19
One Day In July LLC
INCREASED3,6683,229+439+14%$612.6K$681.0K+$68.3K2026-10-30
Verity Asset Management, Inc.
DECREASED3,6603,759-99-3%$713.3K$679.6K-$33.7K2026-10-30
Quaker Wealth Management, LLC
NEW3,655—+3,655——$678.6K—2026-10-22
Cahaba Wealth Management, Inc.
INCREASED3,6533,555+98+3%$674.4K$678.2K+$3.8K2026-10-26
Loudon Investment Management, LLC
UNCHANGED3,6413,64100%$690.8K$676.0K-$14.9K2026-11-06
RKL Wealth Management LLC
INCREASED3,6343,500+134+4%$664.0K$674.7K+$10.6K2026-10-16
James J. Burns & Company, LLC
DECREASED3,6303,830-200-5%$726.6K$673.9K-$52.8K2026-10-22
Forum Financial Management, LP
DECREASED3,6143,633-19-1%$689.4K$671.0K-$18.4K2026-10-16
First National Bank of Mount Dora, Trust Investment Services
DECREASED3,6083,669-61-2%$696.1K$669.8K-$26.3K2026-10-21
Bill Few Associates, Inc.
DECREASED3,6033,675-72-2%$697.3K$668.9K-$28.4K2026-10-09
Third View Private Wealth, LLC
DECREASED3,59212,503-8,911-71%$2.4M$666.9K-$1.7M2026-10-30
Traphagen Investment Advisors LLC
INCREASED3,5773,538+39+1%$671.2K$664.1K-$7.1K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,5713,772-201-5%$715.6K$663.0K-$52.7K2026-10-14
Uniting Wealth Partners, LLC
INCREASED3,5643,460+104+3%$656.4K$661.7K+$5.2K2026-11-06
BankChampaign, National Association
DECREASED3,5633,977-414-10%$754.6K$661.5K-$93.1K2026-10-19
Cambridge Advisors Inc.
DECREASED3,5563,908-352-9%$741.6K$660.3K-$81.3K2026-10-19
Leelyn Smith, LLC
UNCHANGED3,5313,53100%$669.9K$655.5K-$14.4K2026-11-03
Sageworth Trust Co
INCREASED3,5211,546+1,975+128%$293.3K$653.7K+$360.4K2026-10-30
Guardian Investment Management
UNCHANGED3,5103,51000%$666.0K$651.6K-$14.3K2026-10-23
Black Diamond Financial, LLC
INCREASED3,5032,848+655+23%$540.2K$650.2K+$110.0K2026-10-26
Ejmk Ventures LLC
INCREASED3,4972,764+733+27%$524.5K$649.1K+$124.6K2026-10-21
Beacon Bank & Trust
DECREASED3,4963,517-21-1%$667.3K$649.0K-$18.2K2026-10-27
Defined Wealth Management, LLC
DECREASED3,4913,536-45-1%$670.9K$648.1K-$22.8K2026-10-19
Kelleher Financial Advisors
DECREASED3,4794,601-1,122-24%$872.9K$645.9K-$227.1K2026-10-30
Bluedoor Private Wealth, LLC
INCREASED3,4773,345+132+4%$634.6K$645.5K+$10.9K2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED3,4761,282+2,194+171%$243.2K$645.3K+$402.1K2026-10-19
Mezzasalma Advisors, LLC
DECREASED3,4703,634-164-5%$689.5K$644.2K-$45.3K2026-10-14
Baron Wealth Management LLC
INCREASED3,4683,394+74+2%$643.9K$643.9K-$272026-10-27
TSG Advice Partners, LLC
NEW3,460—+3,460——$656.5K—2026-10-29
JFS Wealth Advisors, LLC
DECREASED3,4563,772-316-8%$715.7K$641.7K-$74.0K2026-11-03
D'Orazio & Associates, Inc.
DECREASED3,4473,698-251-7%$701.5K$639.9K-$61.7K2026-11-04
Alpha Family Trust
UNCHANGED3,4403,44000%$652.7K$652.7K$02026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED3,439536+2,903+542%$101.9K$638.7K+$536.8K2026-10-16
DecisionMap Wealth Management, LLC
DECREASED3,4343,745-311-8%$710.6K$637.5K-$73.1K2026-10-29
WealthBridge Capital Management, LLC
INCREASED3,4163,274+142+4%$621.3K$634.2K+$13.0K2026-10-16
Basso Capital Management, L.P.
UNCHANGED3,4113,41100%$647.2K$633.3K-$13.9K2026-10-30
Navigation Group, LLC
DECREASED3,4103,445-35-1%$653.6K$633.1K-$20.5K2026-10-28
Northbridge Financial Group, LLC
INCREASED3,4033,209+194+6%$608.9K$623.8K+$14.9K2026-11-05
QTR Family Wealth, LLC
INCREASED3,4013,287+114+3%$623.7K$631.4K+$7.6K2026-11-02
Thoma Capital Management LLC
DECREASED3,3853,403-18-1%$645.7K$628.4K-$17.2K2026-10-19
Carson Advisory Inc.
INCREASED3,3673,360+7+0%$637.5K$625.0K-$12.4K2026-11-06
Alliance Wealth Advisors, LLC
DECREASED3,3463,500-154-4%$664.0K$621.3K-$42.7K2026-10-28
Quad-Cities Investment Group, LLC
INCREASED3,3463,340+6+0%$633.7K$621.1K-$12.6K2026-10-16
Good Harbor Advisors, Inc.
INCREASED3,3433,023+320+11%$573.6K$620.7K+$47.2K2026-10-20
Langley Wealth Management, LLC
INCREASED3,3293,296+33+1%$625.3K$618.0K-$7.3K2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED3,3173,002+315+10%$569.6K$615.8K+$46.2K2026-10-13
Private Advisory Group LLC
INCREASED3,3042,990+314+11%$567.2K$613.3K+$46.1K2026-11-06
Miramontes Capital, LLC
DECREASED3,2983,319-21-1%$629.8K$612.3K-$17.5K2026-10-19
Masterinvest Kapitalanlage GmbH
DECREASED3,2843,722-438-12%$706.2K$609.7K-$96.5K2026-11-03
Sunbeam Capital Management, LLC
DECREASED3,2763,485-209-6%$661.1K$608.2K-$53.0K2026-11-05
Summit Wealth Group LLC / Co
INCREASED3,2763,234+42+1%$613.6K$608.1K-$5.5K2026-10-29
Future Financial Wealth Managment LLC
UNCHANGED3,2553,25500%$680.8K$604.3K-$76.5K2026-10-15
WealthSpring Partners, LLC
DECREASED3,2466,557-3,311-50%$1.2M$602.6K-$641.4K2026-10-14
N10 Wealth, LLC
NEW3,240—+3,240——$601.5K—2026-10-14
Traveka Wealth, LLC
INCREASED3,2282,637+591+22%$500.3K$599.3K+$99.0K2026-10-19
Foster Group, Inc.
DECREASED3,2263,638-412-11%$690.3K$598.9K-$91.3K2026-10-13
Providence First Trust Co
DECREASED3,2104,228-1,018-24%$802.2K$595.9K-$206.2K2026-11-02
First Bank & Trust
INCREASED3,2102,660+550+21%$504.7K$595.9K+$91.3K2026-10-19
Jacobsen Capital Management
DECREASED3,2103,240-30-1%$614.7K$595.9K-$18.8K2026-10-27
Eurizon SLJ Capital Ltd
DECREASED3,2073,523-316-9%$668.4K$595.4K-$73.0K2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED3,2055,003-1,798-36%$949.3K$595.1K-$354.2K2026-10-05
Flywheel Private Wealth LLC
UNCHANGED3,1983,19800%$606.8K$593.7K-$13.0K2026-11-02
Westside Investment Management, Inc.
DECREASED3,1923,542-350-10%$672.0K$591.1K-$80.9K2026-11-02
Patriot Investment Management Group, Inc.
DECREASED3,1873,378-191-6%$640.9K$591.7K-$49.2K2026-10-15
Total Clarity Wealth Management, Inc.
DECREASED3,1863,214-28-1%$609.8K$591.5K-$18.3K2026-10-26
Elevate Wealth Advisory, Inc
INCREASED3,1853,167+18+1%$600.8K$591.2K-$9.6K2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED3,1843,054+130+4%$579.4K$591.1K+$11.7K2026-10-27
Cascade Investment Group, Inc.
DECREASED3,1833,228-45-1%$612.4K$590.9K-$21.5K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED3,1723,162+10+0%$600.0K$588.8K-$11.2K2026-10-21
Exchange Bank
UNCHANGED3,1643,16400%$600.3K$587.4K-$12.9K2026-10-07
Rosenberg Matthew Hamilton
INCREASED3,1613,110+51+2%$590.1K$586.8K-$3.2K2026-10-05
Integrity Advisory Solutions, LLC
INCREASED3,1492,793+356+13%$529.9K$584.8K+$54.8K2026-10-29
Brady Family Wealth, LLC
INCREASED3,1353,134+1+0%$594.7K$581.9K-$12.8K2026-11-02
KWB Wealth
DECREASED3,1313,152-21-1%$598.0K$581.2K-$16.7K2026-10-16
Cora Capital Advisors LLC
INCREASED3,1303,021+109+4%$573.2K$581.0K+$7.8K2026-11-02
Fell Capital Management
UNCHANGED3,1253,12500%$592.9K$580.2K-$12.8K2026-10-09
Silverlake Wealth Management LLC
INCREASED3,1133,063+50+2%$581.1K$578.0K-$3.1K2026-10-21
J. Derek Lewis & Associates Inc.
DECREASED3,1093,245-136-4%$615.8K$577.1K-$38.6K2026-11-03
BLB&B Advisors, LLC
INCREASED3,1073,035+72+2%$575.8K$576.8K+$9572026-10-27
Arbor Investment Advisors, LLC
DECREASED3,1003,562-462-13%$675.8K$575.5K-$100.3K2026-10-26
Harbor Group, Inc.
DECREASED3,0903,734-644-17%$708.5K$573.6K-$134.9K2026-10-14
Riversedge Advisors, LLC
INCREASED3,0842,015+1,069+53%$382.3K$572.5K+$190.3K2026-10-09
LifePlan Financial, LLC
DECREASED3,0783,453-375-11%$655.1K$567.3K-$87.8K2026-10-13
Gold Investment Management Ltd.
DECREASED3,0743,379-305-9%$641.1K$570.7K-$70.4K2026-10-19
Veracity Capital LLC
INCREASED3,0673,008+59+2%$570.8K$569.5K-$1.3K2026-10-08
Capital Advisors, Ltd. LLC
INCREASED3,0642,974+90+3%$564$569+$52026-10-27
NWF Advisory Services Inc.
DECREASED3,0593,126-67-2%$593.1K$567.9K-$25.2K2026-10-19
Segment Wealth Management, LLC
UNCHANGED3,0523,05200%$579.1K$566.6K-$12.5K2026-10-26
Rede Wealth, LLC
DECREASED3,0463,076-30-1%$583.6K$565.5K-$18.1K2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED3,0442,925+119+4%$555.0K$565.0K+$10.0K2026-10-16
MMA Asset Management LLC
NEW3,022—+3,022——$561.0K—2026-11-02
Cypress Wealth Services, LLC
DECREASED3,0203,377-357-11%$640.7K$553.5K-$87.2K2026-10-21
Diversified Management Inc
INCREASED3,0162,896+120+4%$549.4K$559.8K+$10.4K2026-10-08
Trace Wealth Advisors, LLC
UNCHANGED3,0103,01000%$571.1K$558.8K-$12.3K2026-10-30
Heritage Wealth Management, Inc.
DECREASED3,0063,087-81-3%$585.7K$558.1K-$27.6K2026-10-27
Mariner Investment Group LLC
NEW3,000—+3,000——$557.0K—2026-11-04
True Freedom Investing, LLC
DECREASED2,9993,191-192-6%$615.6K$556.7K-$58.8K2026-10-29
Legacy Capital Wealth Partners, LLC
DECREASED2,9983,691-693-19%$700.2K$556.5K-$143.7K2026-10-21
Manske Wealth Management
INCREASED2,9862,828+158+6%$536.6K$554.4K+$17.8K2026-10-26
Syntegra Private Wealth Group, LLC
INCREASED2,9822,361+621+26%$448.0K$553.6K+$105.6K2026-10-13
Norway Savings Bank
DECREASED2,9762,985-90%$566.3K$552.5K-$13.9K2026-10-20
Sound Income Strategies, LLC
DECREASED2,9743,278-304-9%$621.9K$548.1K-$73.8K2026-10-09
Atticus Wealth Management, LLC
INCREASED2,9642,644+320+12%$501.7K$550.4K+$48.7K2026-10-20
Eddie Patel Inc
INCREASED2,9632,239+724+32%$424.7K$550.1K+$125.3K2026-11-02
Armstrong, Fleming & Moore, Inc
INCREASED2,9542,950+4+0%$559.7K$548.4K-$11.3K2026-10-28
Camden National Bank
NEW2,948—+2,948——$547.3K—2026-11-02
Rise Advisors, LLC
INCREASED2,9442,530+414+16%$480.1K$546.5K+$66.4K2026-10-16
Investment Partners, Ltd.
NEW2,942—+2,942——$546.1K—2026-10-29
Mattern Capital Management, LLC
DECREASED2,9393,142-203-6%$596.1K$545.6K-$50.5K2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED2,9382,806+132+5%$532.4K$545.4K+$13.1K2026-10-19
Asset One Wealth Management LLC
INCREASED2,9222,066+856+41%$404.7K$542.5K+$137.8K2026-11-02
Arvest Investments, Inc.
INCREASED2,9202,919+1+0%$553.8K$542.1K-$11.7K2026-10-21
Sage Investment Advisers LLC
INCREASED2,9042,679+225+8%$508.2K$539.1K+$30.9K2026-10-21
Grant Street Asset Management, Inc.
INCREASED2,8982,892+6+0%$548.6K$537.9K-$10.7K2026-10-26
DT Investment Partners, LLC
INCREASED2,8902,700+190+7%$512.3K$536.5K+$24.3K2026-10-27
Channel Wealth LLC
INCREASED2,8902,864+26+1%$543.4K$536.6K-$6.8K2026-11-06
Goldstein Advisors, LLC
INCREASED2,8762,514+362+14%$477.0K$533.9K+$56.9K2026-10-15
Washington Trust Bank
INCREASED2,8602,845+15+1%$539.8K$531.0K-$8.8K2026-11-03
Global Assets Advisory, LLC
DECREASED2,8573,004-147-5%$571.8K$526.2K-$45.6K2026-10-28
Baker Boyer National Bank
DECREASED2,8453,251-406-12%$616.8K$528.2K-$88.6K2026-11-05
Code Waechter LLC
INCREASED2,8442,696+148+5%$511.5K$528.1K+$16.6K2026-10-23
Gibraltar Capital Management, Inc.
INCREASED2,8372,553+284+11%$484.4K$526.7K+$42.3K2026-10-27
Wealth Preservation Advisors, LLC
INCREASED2,8342,782+52+2%$527.8K$526.1K-$1.7K2026-11-05
North Forty Two & Co.
UNCHANGED2,8192,81900%$534.8K$523.3K-$11.5K2026-10-19
West Branch Capital LLC
INCREASED2,8162,804+12+0%$532.0K$522.8K-$9.2K2026-10-20
Trilogy Capital Inc.
DECREASED2,8152,848-33-1%$540.4K$522.6K-$17.7K2026-10-20
DDD Partners, LLC
DECREASED2,8083,078-270-9%$584.0K$521.3K-$62.7K2026-11-02
Tuttle Capital Management, LLC
NEW2,807—+2,807——$521.1K—2026-10-21
Cape Investment Advisory, Inc.
DECREASED2,8032,880-77-3%$546.4K$520.3K-$26.1K2026-10-13
Wealth Group, Ltd.
DECREASED2,80214,264-11,462-80%$2.7M$520-$2.7M2026-10-30
First Interstate Bank
INCREASED2,7902,766+24+1%$524.8K$518.0K-$6.8K2026-10-23
Advantage Trust Co
UNCHANGED2,7882,78800%$529.0K$517.6K-$11.4K2026-10-19
Tilia Fiduciary Partners, Inc.
INCREASED2,7772,776+1+0%$526.7K$515.5K-$11.3K2026-10-09
Lincoln Capital LLC
INCREASED2,7702,678+92+3%$508.1K$514.7K+$6.6K2026-10-09
Wingate Wealth Advisors, Inc.
UNCHANGED2,7662,76600%$524.8K$513.5K-$11.3K2026-10-26
Trust Co of the South
INCREASED2,7632,717+46+2%$515.5K$513.0K-$2.5K2026-10-21
Rossby Financial, LCC
INCREASED2,7621,515+1,247+82%$287.4K$512.9K+$225.4K2026-11-05
Heartwood Wealth Advisors LLC
DECREASED2,7592,944-185-6%$558.6K$512.2K-$46.4K2026-10-05
Steph & Co
INCREASED2,7572,738+19+1%$519.5K$511.8K-$7.6K2026-10-07
First National Bank Sioux Falls
INCREASED2,7551,768+987+56%$346.3K$511.5K+$165.2K2026-10-13
Warwick Investment Management, Inc.
INCREASED2,7512,512+239+10%$476.5K$510.6K+$34.1K2026-10-19
Old Port Advisors
INCREASED2,7502,428+322+13%$460.7K$510.6K+$49.9K2026-10-23
Greenwood Gearhart LLC
DECREASED2,7434,813-2,070-43%$913.2K$509.1K-$404.0K2026-11-02
Lexington Hill Partners, LLC
DECREASED2,7332,749-16-1%$521.5K$507.4K-$14.1K2026-10-13
Partnership Wealth Management, LLC
UNCHANGED2,7262,72600%$517.3K$506.2K-$11.1K2026-10-05
Kavar Capital Partners Group, LLC
INCREASED2,7192,640+79+3%$500.9K$504.8K+$3.9K2026-11-06
Barr E S & Co
UNCHANGED2,7192,71900%$515.9K$504.8K-$11.1K2026-11-06
Arlington Trust Co LLC
INCREASED2,7022,513+189+8%$476.8K$501.6K+$24.8K2026-10-20
Beverly Hills Private Wealth, LLC
DECREASED2,7003,200-500-16%$607.1K$501.3K-$105.9K2026-11-04
FAI Advisors, Inc.
INCREASED2,6982,536+162+6%$481.2K$500.9K+$19.7K2026-10-27
Mayfair Advisory Group, LLC
INCREASED2,6882,603+85+3%$553.8K$499.0K-$54.9K2026-10-20
Aviso Wealth Management
DECREASED2,6852,800-115-4%$531.3K$498.5K-$32.8K2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED2,6762,175+501+23%$412.8K$496.7K+$84.0K2026-11-02
Ironwood Wealth Management, Llc.
NEW2,672—+2,672——$496.1K—2026-10-28
One Plus One Wealth Management, LLC
UNCHANGED2,6702,67000%$506.6K$495.7K-$10.9K2026-10-16
CPC Advisors, LLC
INCREASED2,6692,056+613+30%$390.1K$495.5K+$105.4K2026-10-21
Accredited Investors Inc.
DECREASED2,6612,765-104-4%$524.6K$494.0K-$30.6K2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED2,6592,65900%$504.4K$504.4K$02026-11-03
Philip James Wealth Mangement, LLC
DECREASED2,6432,788-145-5%$529.0K$490.7K-$38.3K2026-10-27
Smith Partners Wealth Management, LLC
INCREASED2,6382,430+208+9%$461.0K$489.7K+$28.7K2026-11-05
Davis Investment Partners, LLC
INCREASED2,6372,600+37+1%$493.3K$489.6K-$3.7K2026-11-05
Genesis Private Wealth, LLC
DECREASED2,6352,642-70%$501.4K$489.3K-$12.1K2026-11-02
Abacus Planning Group, Inc.
INCREASED2,6312,573+58+2%$488.1K$488.4K+$2702026-11-02
Annex Advisory Services, LLC
DECREASED2,6182,666-48-2%$505.9K$486.0K-$19.8K2026-10-16
Inlet Private Wealth, LLC
UNCHANGED2,6112,61100%$495.3K$484.7K-$10.7K2026-10-21
Pachira Investments Inc.
INCREASED2,6102,327+283+12%$441.5K$484.6K+$43.1K2026-10-14
Monument Group Wealth Advisors, LLC
DECREASED2,6012,738-137-5%$351.8K$483.0K+$131.1K2026-10-21
Meridian Financial Advisors, LLC
UNCHANGED2,5992,59900%$493.1K$482.5K-$10.6K2026-10-14
IVC Wealth Advisors LLC
DECREASED2,5983,003-405-13%$569.8K$482.3K-$87.4K2026-10-23
Seamount Financial Group Inc
DECREASED2,5902,640-50-2%$500.9K$480.8K-$20.1K2026-10-21
Latitude Advisors, LLC
NEW2,578—+2,578——$478.6K—2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED2,5772,671-94-4%$506.7K$478.6K-$28.2K2026-10-27
Southern Capital Advisors, LLC
UNCHANGED2,5752,57500%$488.6K$478.1K-$10.4K2026-10-26
First Nebraska Trust Co
UNCHANGED2,5622,56200%$486.1K$475.6K-$10.5K2026-10-30
Deseret Mutual Benefit Administrators
DECREASED2,5602,738-178-6%$519.5K$475.3K-$44.2K2026-11-04
Lord & Richards Wealth Management, LLC
NEW2,553—+2,553——$474.0K—2026-10-14
Unified Investment Management
DECREASED2,5492,612-63-2%$495.6K$473.2K-$22.4K2026-10-14
Tableaux LLC
INCREASED2,5462,291+255+11%$434.7K$472.7K+$38.0K2026-10-23
Parr Mcknight Wealth Management Group, LLC
UNCHANGED2,5442,54400%$482.7K$472.3K-$10.4K2026-10-30
Mcrae Capital Management Inc
UNCHANGED2,5372,53700%$481.3K$471.0K-$10.4K2026-10-15
Parthenon LLC
INCREASED2,5332,428+105+4%$460.7K$470.3K+$9.6K2026-10-22
Financial Partners Group, Inc
DECREASED2,5312,725-194-7%$517.1K$470.0K-$47.1K2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED2,5252,522+3+0%$478.5K$468.8K-$9.7K2026-10-13
Hickory Point Bank & Trust
UNCHANGED2,5222,52200%$478.5K$468.2K-$10.3K2026-10-01
CLG LLC
DECREASED2,5212,722-201-7%$516.4K$468.0K-$48.5K2026-10-13
August Group Capital Ltd
DECREASED2,5172,535-18-1%$481.0K$467.1K-$13.9K2026-10-14
Greenhouse Wealth Management, LLC
UNCHANGED2,5162,51600%$477.4K$467.1K-$10.3K2026-10-20
Fiduciary Financial Group, LLC
INCREASED2,5132,429+84+3%$460.9K$466.5K+$5.7K2026-10-13
Werba Rubin Papier Wealth Management
DECREASED2,5062,717-211-8%$515.5K$465.3K-$50.2K2026-11-06
Howard Capital Management Group, LLC
DECREASED2,5032,603-100-4%$493.9K$464.8K-$29.2K2026-10-16
Bright Futures Wealth Management, Llc.
INCREASED2,5021,577+925+59%$299.1K$464.5K+$165.4K2026-10-23
Investment Research Partners LLC
INCREASED2,5022,446+56+2%$464.1K$464.5K+$4162026-10-19
Clear Creek Financial Management, LLC
DECREASED2,4854,149-1,664-40%$787.2K$461.4K-$325.8K2026-10-28
CJM Wealth Advisers, Ltd.
DECREASED2,4742,495-21-1%$473.4K$459.3K-$14.1K2026-10-27
Spinnaker Investment Group, LLC
DECREASED2,4732,535-62-2%$481.0K$459.1K-$21.8K2026-10-13
Lake Street Private Wealth, LLC
DECREASED2,4722,582-110-4%$490.0K$459.0K-$31.0K2026-10-22
Detalus Advisors, LLC
DECREASED2,4722,537-65-3%$481.4K$458.9K-$22.6K2026-10-15
LeConte Wealth Management, LLC
DECREASED2,4702,677-207-8%$507.9K$458.6K-$49.4K2026-10-20
Clear Wave Wealth Management LLC
INCREASED2,4692,360+109+5%$447.8K$458.4K+$10.6K2026-11-04
Wedge Capital Management L L P
DECREASED2,4682,627-159-6%$498.4K$458.2K-$40.2K2026-10-13
Decker Wealth Management LLC
INCREASED2,4642,102+362+17%$398.8K$457.5K+$58.6K2026-10-09
BNB Wealth Management, LLC
INCREASED2,4512,449+2+0%$464.6K$455.0K-$9.6K2026-10-28
Richard Young Associates, Ltd.
INCREASED2,4492,418+31+1%$458.8K$454.7K-$4.1K2026-11-03
Schmidt P J Investment Management Inc
UNCHANGED2,4482,44800%$464.5K$454.5K-$10.0K2026-11-02
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED2,4332,43300%$461.6K$451.7K-$9.9K2026-10-09
EagleClaw Capital Managment, LLC
DECREASED2,4322,682-250-9%$508.9K$451.5K-$57.4K2026-11-06
Stockman Wealth Management, Inc.
INCREASED2,4282,391+37+2%$453.6K$450.8K-$2.9K2026-10-27
Foguth Wealth Management, Llc.
INCREASED2,4161,745+671+38%$339.3K$468.6K+$129.3K2026-10-19
Coyle Financial Counsel LLC
DECREASED2,4162,617-201-8%$496.4K$448.5K-$48.0K2026-10-28
Quantum Financial Advisors, LLC
INCREASED2,4162,219+197+9%$421.0K$448.5K+$27.5K2026-11-03
Chatham Capital Group, Inc.
INCREASED2,4152,315+100+4%$439.2K$448.4K+$9.2K2026-10-16
Missouri Trust & Investment Co
DECREASED2,4143,587-1,173-33%$771.9K$448.2K-$323.8K2026-11-04
Landaas & Co
UNCHANGED2,4142,41400%$458.0K$448.2K-$9.8K2026-10-29
Parisi Gray Wealth Management
INCREASED2,4102,210+200+9%$419.2K$447.4K+$28.2K2026-10-16
Eagle Wealth Advisors LLC
DECREASED2,4066,603-4,197-64%$1.3M$446.7K-$806.1K2026-10-20
Lifestyle Asset Management, Inc.
INCREASED2,4031,848+555+30%$350.6K$446.1K+$95.5K2026-10-20
Hanson & Doremus Investment Management
UNCHANGED2,3922,39200%$454.0K$444-$453.6K2026-10-16
Gen-Wealth Partners Inc
INCREASED2,3892,304+85+4%$437.2K$443.5K+$6.4K2026-11-04
Sharkey, Howes & Javer
DECREASED2,3872,859-472-17%$542.5K$443.2K-$99.2K2026-10-22
Country Trust Bank
DECREASED2,3852,453-68-3%$465.4K$442.8K-$22.6K2026-10-30
JSF Financial, LLC
DECREASED2,3852,387-20%$452.8K$442.7K-$10.1K2026-10-22
Lionshead Wealth Management, LLC
DECREASED2,3832,407-24-1%$456.7K$442.4K-$14.3K2026-10-21
Arbor Wealth Advisors LLC
UNCHANGED2,3822,38200%$451.9K$442.2K-$9.7K2026-10-09
Ameliora Wealth Management Ltd.
DECREASED2,3792,517-138-5%$477.6K$441.7K-$35.9K2026-10-23
Convergence Financial, LLC
DECREASED2,3774,826-2,449-51%$915.5K$441.2K-$474.3K2026-10-27
Avail Investment Partners, LLC
INCREASED2,3762,320+56+2%$440.2K$441.1K+$9302026-10-16
Miller Financial Services LLC
INCREASED2,3741,874+500+27%$355.6K$440.7K+$85.2K2026-10-20
J. Safra Sarasin Holding AG
DECREASED2,3697,849-5,480-70%$1.5M$439.8K-$1.0M2026-10-26
Warren Street Wealth Advisors, LLC
INCREASED2,3692,360+9+0%$447.8K$439.8K-$8.0K2026-11-04
Mraz, Amerine & Associates, Inc.
DECREASED2,3652,497-132-5%$473.8K$439.1K-$34.7K2026-10-30
Guerra PAN Advisors, LLC
INCREASED2,3532,334+19+1%$442.8K$452.0K+$9.2K2026-10-26
North Capital, Inc.
DECREASED2,3522,371-19-1%$449.8K$430.5K-$19.3K2026-10-16
MKT Advisors LLC
UNCHANGED2,3512,35100%$472.2K$433.3K-$38.8K2026-10-20
Sunpointe, LLC
DECREASED2,3463,312-966-29%$628.4K$435.5K-$192.8K2026-10-22
Poehling Capital Management, Inc.
DECREASED2,3382,360-22-1%$447.8K$434.1K-$13.7K2026-10-20
Consilium Wealth Advisory, LLC
DECREASED2,3302,634-304-12%$499.8K$432.5K-$67.3K2026-10-14
Ariadne Wealth Management, LP
INCREASED2,3291,975+354+18%$374.7K$432.4K+$57.7K2026-11-06
Yoffe Investment Management, LLC
UNCHANGED2,3272,32700%$441.6K$432.1K-$9.5K2026-11-02
O'Connor Financial Group LLC
INCREASED2,3182,301+17+1%$436.7K$430.5K-$6.2K2026-10-26
Prairie Advisory, LLC
INCREASED2,3141,155+1,159+100%$219.1K$429.4K+$210.3K2026-10-19
Lotus Asset Management LLC
INCREASED2,3141,914+400+21%$363.1K$429.6K+$66.5K2026-10-14
MTM Investment Management, LLC
UNCHANGED2,3132,31300%$438.8K$429.4K-$9.4K2026-10-30
Impact Capital Partners LLC
DECREASED2,3012,384-83-3%$452.3K$427.2K-$25.1K2026-10-22
Michael Brady & Co., LLC
DECREASED2,3002,400-100-4%$455.4K$427.0K-$28.4K2026-10-23
Finivi Inc.
INCREASED2,2872,286+1+0%$433.7K$424.5K-$9.2K2026-10-13
AMG Asset Management Group, Inc.
INCREASED2,2861,479+807+55%$280.5K$424.3K+$143.8K2026-10-21
Clarus Group, Inc.
INCREASED2,2782,277+1+0%$432.0K$422.8K-$9.2K2026-10-21
Pacific Capital Wealth Advisors, Inc.
INCREASED2,2722,010+262+13%$381.4K$421.8K+$40.4K2026-10-22
Hurlow Wealth Management Group, Inc.
INCREASED2,2702,269+1+0%$430.5K$421.3K-$9.2K2026-10-29
Nova Financial LLC
NEW2,267—+2,267——$420.9K—2026-11-04
Tandem Investment Partners LLC
DECREASED2,2672,277-100%$432.0K$420.9K-$11.1K2026-10-16
Sloy Dahl & Holst, LLC
UNCHANGED2,2652,26500%$429.7K$420.5K-$9.2K2026-10-14
Diversified Portfolios, Inc.
INCREASED2,2592,133+126+6%$404.7K$419.4K+$14.7K2026-11-04
MW Advisory, LLC
INCREASED2,2551,714+541+32%$325.1K$418.6K+$93.5K2026-10-19
Spirit of America Management Corp
INCREASED2,2502,100+150+7%$398.4K$417.7K+$19.3K2026-10-14
Regatta Capital Group, LLC
INCREASED2,2492,218+31+1%$420.9K$417.5K-$3.4K2026-10-23
Hengehold Capital Management LLC
DECREASED2,2482,462-214-9%$467.2K$417.4K-$49.8K2026-10-16
Lodestar Private Asset Management LLC
DECREASED2,2472,297-50-2%$435.8K$417.2K-$18.7K2026-10-26
AM Investment Strategies LLC
INCREASED2,2452,240+5+0%$425$417-$82026-11-05
Foronjy Financial LLC
DECREASED2,2432,284-41-2%$433.4K$416.4K-$17.0K2026-10-14
Integris Wealth Management, LLC
DECREASED2,2382,271-33-1%$431.0K$415.6K-$15.4K2026-10-14
Manchester Financial Inc
DECREASED2,2312,279-48-2%$390.9K$414.2K+$23.3K2026-10-15
Ulland Investment Advisors, LLC
UNCHANGED2,2292,22900%$423$414-$92026-10-13
Commonwealth Financial Services, LLC
DECREASED2,2282,262-34-1%$429.2K$413.7K-$15.5K2026-10-20
Ti-Trust, Inc
UNCHANGED2,2192,21900%$421.0K$412.0K-$9.1K2026-10-21
McLean Asset Management Corp
DECREASED2,2182,248-30-1%$483.8K$425.7K-$58.1K2026-11-06
SFG Wealth Management, Llc.
INCREASED2,2182,210+8+0%$419.3K$411.8K-$7.5K2026-10-23
Lawood & Co
DECREASED2,2062,220-14-1%$421.2K$409.5K-$11.7K2026-10-09
Revisor Wealth Management LLC
DECREASED2,2033,120-917-29%$592.0K$424.1K-$167.8K2026-10-20
Legacy Solutions, LLC
DECREASED2,1802,308-128-6%$438.0K$404.8K-$33.1K2026-10-07
Falcon Wealth Planning
INCREASED2,1761,948+228+12%$369.6K$404.0K+$34.4K2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED2,1752,17500%$412.7K$403.8K-$8.9K2026-11-05
Beacon Capital Management, LLC
INCREASED2,1702,030+140+7%$385.1K$402.9K+$17.8K2026-10-23
First Heartland Consultants, Inc.
DECREASED2,1632,181-18-1%$413.7K$401.5K-$12.2K2026-10-08
Olio Financial Planning
INCREASED2,1582,155+3+0%$408.9K$400.6K-$8.2K2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED2,1562,15600%$409.1K$400.3K-$8.8K2026-10-22
Tcfg Investment Advisors, LLC
DECREASED2,1552,595-440-17%$492.3K$400.0K-$92.2K2026-10-20
Legacy Wealth Partners, LLC
DECREASED2,1542,199-45-2%$417.3K$399.9K-$17.3K2026-10-15
Client First Capital LLC
UNCHANGED2,1532,15300%$408.5K$399.7K-$8.8K2026-10-22
MBE Wealth Management, LLC
DECREASED2,1522,182-30-1%$414.0K$399.5K-$14.5K2026-10-26
1834 Investment Advisors Co
UNCHANGED2,1502,15000%$407.9K$399.1K-$8.8K2026-10-16
San Luis Wealth Advisors LLC
INCREASED2,1492,143+6+0%$406.6K$399.0K-$7.7K2026-10-27
MFA Wealth Services
INCREASED2,1442,112+32+2%$400.8K$398.0K-$2.8K2026-10-14
Factor Wealth Management LTD
DECREASED2,1382,142-40%$406.3K$397.0K-$9.3K2026-10-08
World Equity Group, Inc.
DECREASED2,1323,296-1,164-35%$625.4K$395.9K-$229.4K2026-10-14
Buckhead Capital Management LLC
UNCHANGED2,1312,13100%$404.3K$395.6K-$8.7K2026-11-03
TFC Financial Management, Inc.
INCREASED2,1301,992+138+7%$378.0K$395.5K+$17.5K2026-10-26
Foundry Financial LLC
NEW2,128—+2,128——$395.2K—2026-10-16
Peoples Bank
DECREASED2,1272,198-71-3%$417.0K$394.9K-$22.1K2026-10-26
Analyst IMS Investment Management Services Ltd.
DECREASED2,1264,984-2,858-57%$946.0K$395-$945.6K2026-11-05
Peoples Bank
UNCHANGED2,1142,11400%$401.1K$392.5K-$8.6K2026-10-09
Brucke Financial, Inc.
INCREASED2,1112,094+17+1%$397.3K$391.9K-$5.4K2026-10-23
Moran Wealth Management, LLC
INCREASED2,1101,704+406+24%$323.3K$391.7K+$68.4K2026-10-22
Stenger Family Office, LLC
INCREASED2,1091,804+305+17%$342.3K$386.0K+$43.8K2026-10-22
JAG Capital Management, LLC
UNCHANGED2,1092,10900%$400.1K$391.5K-$8.6K2026-11-06
Foundation Resource Management Inc
UNCHANGED2,1082,10800%$399.9K$391.3K-$8.6K2026-10-19
Banyan Capital Management, Inc.
UNCHANGED2,1052,10500%$399.4K$390.8K-$8.6K2026-11-05
Chilton Capital Management LLC
DECREASED2,1003,822-1,722-45%$725.1K$389.9K-$335.3K2026-10-28
Kaydan Wealth Management, Inc.
INCREASED2,0991,927+172+9%$365.6K$389.7K+$24.1K2026-10-08
Granville Capital, Inc.
INCREASED2,0981,954+144+7%$370.7K$389.5K+$18.8K2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED2,0972,09700%$397.8K$389.2K-$8.5K2026-10-28
Partners Wealth Management, LLC
INCREASED2,0871,156+931+81%$219.3K$387.4K+$168.1K2026-10-28
Worthington Financial Partners, LLC
UNCHANGED2,0852,08500%$395.6K$387.1K-$8.5K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,0691,842+227+12%$349.6K$384.2K+$34.6K2026-10-28
Trek Financial, LLC
INCREASED2,0641,774+290+16%$336.5K$383.1K+$46.6K2026-10-29
Eagle Bluffs Wealth Management LLC
UNCHANGED2,0612,06100%$391.0K$382.6K-$8.4K2026-10-20
Mascoma Wealth Management LLC
UNCHANGED2,0582,05800%$390.5K$382.1K-$8.4K2026-10-23
Oarsman Capital, Inc.
INCREASED2,0571,141+916+80%$216.5K$381.9K+$165.4K2026-11-05
Centurion Wealth Management LLC
INCREASED2,0542,001+53+3%$379.7K$381.4K+$1.7K2026-10-13
Hamilton Capital, LLC
DECREASED2,0542,059-50%$390.6K$381.4K-$9.2K2026-10-08
AXS Investments LLC
INCREASED2,0481,880+168+9%$356.7K$380.2K+$23.5K2026-11-04
Birch Financial Group, LLC
NEW2,046—+2,046——$379.8K—2026-10-27
Worth Asset Management, LLC
INCREASED2,0401,427+613+43%$270.7K$378.7K+$108.0K2026-10-07
Fortem Financial Group, LLC
UNCHANGED2,0382,03800%$386.7K$378.4K-$8.3K2026-10-20
SJS Investment Consulting Inc.
INCREASED2,0351,461+574+39%$277.2K$377.8K+$100.6K2026-10-26
WP Advisors, LLC
NEW2,034—+2,034——$377.6K—2026-10-22
Inspirion Wealth Advisors, LLC
UNCHANGED2,0342,03400%$390.1K$377.6K-$12.5K2026-10-09
Garde Capital, Inc.
INCREASED2,0241,676+348+21%$318.0K$375.8K+$57.8K2026-10-29
CV Advisors LLC
UNCHANGED2,0102,01000%$381.4K$373.2K-$8.2K2026-10-13
Tandem Capital Management Corp
UNCHANGED2,0042,00400%$380.2K$372.0K-$8.2K2026-10-22
Colonial River Investments, LLC
INCREASED2,0021,761+241+14%$334.2K$371.7K+$37.6K2026-10-19
Elevation Wealth Partners, LLC
INCREASED1,9921,868+124+7%$354.4K$369.8K+$15.4K2026-10-07
Tortoise Investment Management, LLC
INCREASED1,9921,959+33+2%$371.6K$369.7K-$1.9K2026-11-06
Net Worth Advisory Group
INCREASED1,9901,982+8+0%$376.1K$368.1K-$8.0K2026-10-20
Ascentis Wealth Management, LLC
INCREASED1,9831,794+189+11%$340.6K$368.2K+$27.6K2026-11-03
Walker Asset Management, LLC
INCREASED1,9801,973+7+0%$374.4K$367.6K-$6.8K2026-10-13
Capstone Wealth Management Group, LLC
DECREASED1,9651,987-22-1%$377.0K$328.9K-$48.1K2026-11-05
TrueWealth Advisors, LLC
INCREASED1,9631,959+4+0%$371.6K$364.4K-$7.2K2026-10-09
Spartan Planning & Wealth Management
DECREASED1,9612,228-267-12%$422.8K$364.0K-$58.8K2026-10-13
New England Professional Planning Group Inc.
DECREASED1,9592,106-147-7%$399.6K$363.7K-$35.9K2026-10-29
Lynch Investment Planning, LLC
UNCHANGED1,9591,95900%$371.7K$363.7K-$8.0K2026-10-27
Academy Capital Management
UNCHANGED1,9561,95600%$371.1K$363.1K-$8.0K2026-11-05
Leisure Capital Management
UNCHANGED1,9511,95100%$370.2K$362.2K-$8.0K2026-11-03
Grant Private Wealth Management Inc
DECREASED1,9403,709-1,769-48%$703.7K$360.2K-$343.5K2026-10-19
Bullseye Investment Management, LLC
UNCHANGED1,9401,94000%$368.1K$360.2K-$7.9K2026-10-29
LightSquare Wealth Management, LLC
DECREASED1,9371,940-30%$368.1K$359.7K-$8.4K2026-11-03
Greenwood Capital Associates LLC
UNCHANGED1,9361,93600%$367.3K$359.4K-$7.9K2026-10-27
Ullmann Wealth Partners Group, LLC
DECREASED1,9341,941-70%$368.3K$359.1K-$9.2K2026-11-02
Financial Security Advisor, Inc.
DECREASED1,9292,813-884-31%$533.7K$358.1K-$175.6K2026-11-03
Balentine LLC
DECREASED1,9292,214-285-13%$420.1K$358.1K-$61.9K2026-11-03
United Community Bank
UNCHANGED1,9221,92200%$364.7K$356.8K-$7.8K2026-10-28
Berman McAleer LLC
UNCHANGED1,9211,92100%$364.5K$356.6K-$7.8K2026-10-16
Oxler Private Wealth LLC
INCREASED1,9171,912+5+0%$362.7K$355.8K-$6.9K2026-10-21
Financial Council, LLC
UNCHANGED1,9111,91100%$362.6K$354.8K-$7.8K2026-11-02
Aletheian Wealth Advisors LLC
INCREASED1,9081,868+40+2%$354.4K$354.2K-$1962026-10-08
Affinity Capital Advisors, LLC
INCREASED1,9061,669+237+14%$336.1K$354.5K+$18.4K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED1,9051,910-50%$362.5K$353.7K-$8.7K2026-10-13
Kooman & Associates
INCREASED1,8881,864+24+1%$353.7K$350.5K-$3.2K2026-10-21
Fermata Advisors, LLC
INCREASED1,8791,638+241+15%$310.7K$348.8K+$38.1K2026-10-13
NewSquare Capital LLC
INCREASED1,8751,532+343+22%$290.7K$348.1K+$57.4K2026-11-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED1,872370+1,502+406%$70.2K$347.5K+$277.3K2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED1,8701,87000%$354.8K$347.2K-$7.6K2026-11-02
LFG Wealth Partners, LLC
DECREASED1,8691,871-20%$355.0K$347.0K-$8.1K2026-10-28
Aurora Private Wealth, Inc.
INCREASED1,8691,868+1+0%$354.0K$347-$353.7K2026-10-20
AWM Capital, LLC
INCREASED1,8611,153+708+61%$218.7K$345.6K+$126.8K2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED1,859984+875+89%$186.7K$345.2K+$158.4K2026-10-30
Gilman Hill Asset Management, LLC
INCREASED1,8581,659+199+12%$314.8K$344.9K+$30.2K2026-10-13
Carrera Capital Advisors
INCREASED1,8551,850+5+0%$351.1K$344.4K-$6.7K2026-11-03
Abel Hall, LLC
INCREASED1,8491,594+255+16%$302.4K$343.2K+$40.8K2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED1,8361,826+10+1%$346.4K$340.8K-$5.6K2026-10-15
Crown Wealth Group, LLC
DECREASED1,8331,990-157-8%$377.6K$340.3K-$37.3K2026-10-19
Vista Capital Partners, Inc.
INCREASED1,8261,451+375+26%$275.3K$339.0K+$63.7K2026-11-06
Stokes Capital Advisors, LLC
INCREASED1,8251,575+250+16%$298.8K$338.8K+$40.0K2026-10-09
Ridgecrest Wealth Partners, LLC
INCREASED1,8251,669+156+9%$316.7K$338.8K+$22.2K2026-10-19
Castle Rock Wealth Management, LLC
DECREASED1,8211,830-90%$351.0K$333.7K-$17.3K2026-10-09
Madson Wealth Advisors Inc
UNCHANGED1,8211,82100%$345.6K$338.1K-$7.4K2026-10-13
Inman Jager Wealth Management, LLC
UNCHANGED1,8111,81100%$343.6K$336.2K-$7.4K2026-11-05
Nolet Wealth Management, LLC
UNCHANGED1,8111,81100%$343.5K$336.1K-$7.4K2026-10-15
Cogent Private Wealth, Inc.
INCREASED1,8101,801+9+1%$341.7K$336.0K-$5.7K2026-11-06
Syverson Strege & Co
INCREASED1,8101,808+2+0%$343.0K$336.0K-$7.0K2026-11-02
Alpha Zero LLC
UNCHANGED1,8091,80900%$351.6K$335.9K-$15.7K2026-11-06
Plan Group Financial, LLC
INCREASED1,8081,388+420+30%$263.3K$349.6K+$86.2K2026-10-22
West Wealth Group, LLC
DECREASED1,8011,831-30-2%$347.4K$334.3K-$13.1K2026-10-14
AUA Capital Management, LLC
UNCHANGED1,8001,80000%$341.5K$334.2K-$7.3K2026-10-15
Motive Wealth Advisors
DECREASED1,7991,815-16-1%$344.4K$334.0K-$10.4K2026-10-26
JBR Co Financial Management Inc
UNCHANGED1,7951,79500%$340.6K$344.2K+$3.7K2026-10-13
WD Rutherford LLC
DECREASED1,7892,178-389-18%$413.2K$332.1K-$81.1K2026-10-26
WealthPLAN Partners, LLC
INCREASED1,7871,763+24+1%$334.5K$331.8K-$2.7K2026-10-15
KG Capital Management
INCREASED1,7831,492+291+20%$283.0K$331.0K+$48.0K2026-10-15
Sierra Ocean, LLC
DECREASED1,7791,858-79-4%$352.5K$330.2K-$22.2K2026-11-03
Pembroke Management, LTD
INCREASED1,7791,704+75+4%$323.3K$330.3K+$7.0K2026-10-21
Stevens Capital Partners
NEW1,778—+1,778——$330.0K—2026-10-29
Taylor Financial Group, Inc.
DECREASED1,7762,591-815-31%$491.6K$329.7K-$161.9K2026-11-02
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED1,7761,77600%$337.0K$329.7K-$7.2K2026-10-16
Abound Wealth Management
INCREASED1,7711,672+99+6%$317.3K$328.7K+$11.5K2026-10-26
Index Fund Advisors, Inc.
INCREASED1,7671,546+221+14%$293.4K$328.1K+$34.7K2026-11-05
Morey & Quinn Wealth Partners, LLC
UNCHANGED1,7661,76600%$335.1K$327.9K-$7.2K2026-10-28
Hardworking Capital Advisors, LLC
NEW1,761—+1,761——$326.9K—2026-10-20
Advus Financial Partners, LLC
DECREASED1,7541,806-52-3%$342.7K$325.7K-$17.0K2026-10-20
McMill Wealth Management
UNCHANGED1,7531,75300%$332.6K$325.4K-$7.2K2026-11-05
Financial Network Wealth Advisors LLC
INCREASED1,7521,742+10+1%$330.5K$325.3K-$5.3K2026-10-28
GK Wealth Management LLC
DECREASED1,7502,022-272-13%$383.5K$324.9K-$58.6K2026-10-09
Wespac Advisors, LLC
UNCHANGED1,7441,74400%$330.9K$323.8K-$7.1K2026-10-26
South Shore Capital Advisors
UNCHANGED1,7391,73900%$329.9K$322.8K-$7.1K2026-10-20
Quartz Partners, LLC
INCREASED1,7381,650+88+5%$313.1K$322.6K+$9.5K2026-11-03
Essential Planning, Llc.
DECREASED1,7371,806-69-4%$342.6K$322.4K-$20.2K2026-10-21
Aspire Private Capital, LLC
DECREASED1,7341,871-137-7%$355.0K$321.9K-$33.1K2026-11-05
Legacy Edge Advisors, LLC
DECREASED1,7251,775-50-3%$336.8K$320.2K-$16.5K2026-11-06
Strategy Asset Managers LLC
DECREASED1,7206,624-4,904-74%$1.3M$319.3K-$937.5K2026-10-14
Allen Investment Management, LLC
UNCHANGED1,7171,71700%$325.8K$318.8K-$7.0K2026-11-03
Watershed Private Wealth LLC
INCREASED1,7091,475+234+16%$279.9K$317.3K+$37.4K2026-10-30
Tanager Wealth Management LLP
DECREASED1,7031,709-60%$324.2K$316.2K-$8.1K2026-10-19
Baring Financial LLC
INCREASED1,7021,679+23+1%$318.6K$316.0K-$2.7K2026-10-07
Gerber, LLC
INCREASED1,7021,680+22+1%$318.8K$315.9K-$2.9K2026-10-21
Decision Investments, Inc
UNCHANGED1,6971,69700%$322.0K$315.0K-$6.9K2026-10-07
Elmwood Wealth Management, Inc.
DECREASED1,6961,759-63-4%$333.7K$314.9K-$18.9K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED1,6961,69600%$321.8K$321.8K$02026-10-06
Balefire, LLC
DECREASED1,6911,757-66-4%$333.3K$313.9K-$19.5K2026-10-09
Torray Investment Partners LLC
UNCHANGED1,6891,68900%$320.5K$313.6K-$6.9K2026-10-30
Capstone Wealth Management, LLC
INCREASED1,6861,196+490+41%$226.9K$313.0K+$86.1K2026-11-02
Asempa Wealth Advisors
UNCHANGED1,6831,68300%$319.3K$311.4K-$7.9K2026-10-07
Ledgewood Wealth Advisors, LLC
UNCHANGED1,6801,68000%$318.7K$311.9K-$6.9K2026-10-09
Baldwin Wealth Partners LLC
UNCHANGED1,6751,67500%$317.8K$311.0K-$6.8K2026-10-13
Crusonia Wealth Advisors LLC
DECREASED1,6711,721-50-3%$326.5K$310.2K-$16.3K2026-10-26
Old Mission Investment Co LLC
INCREASED1,6691,662+7+0%$315.4K$309.8K-$5.6K2026-10-22
Lebenthal Global Advisors, LLC
DECREASED1,6671,903-236-12%$361.1K$309.4K-$51.7K2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED1,6651,442+223+15%$273.6K$309.1K+$35.5K2026-10-20
Dakota Community Bank & Trust NA
INCREASED1,6631,467+196+13%$278.3K$308.7K+$30.4K2026-10-09
Cassia Capital Partners, LLC
INCREASED1,6611,617+44+3%$306.8K$308.4K+$1.6K2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED1,6601,558+102+7%$295.6K$308.3K+$12.6K2026-10-09
Solstein Capital, LLC
UNCHANGED1,6581,65800%$314.6K$307.8K-$6.8K2026-11-02
Advisortrust Partners, LLC
DECREASED1,6571,658-10%$314.6K$307.6K-$7.0K2026-11-02
Focused Wealth Management, Inc
INCREASED1,6441,552+92+6%$294.4K$305.2K+$10.8K2026-10-30
Nautilus Advisors LLC
INCREASED1,6441,588+56+4%$311.1K$305.1K-$6.0K2026-10-07
Kohmann Bosshard Financial Services, LLC
UNCHANGED1,6441,64400%$311.9K$305.2K-$6.7K2026-11-04
Gordian Advisors LLC
INCREASED1,6411,638+3+0%$310.9K$304.6K-$6.3K2026-10-30
Piedmont Capital Management, LLC
INCREASED1,6361,568+68+4%$297.5K$303.7K+$6.2K2026-10-21
Avion Wealth
DECREASED1,6361,637-10%$310.0K$303-$309.7K2026-11-04
Argentarii, LLC
INCREASED1,6331,629+4+0%$364.7K$303.2K-$61.5K2026-10-28
Argus Investors' Counsel, Inc.
UNCHANGED1,6301,63000%$309.3K$302.6K-$6.7K2026-10-09
Garrett Wealth Advisory Group, LLC
INCREASED1,6251,612+13+1%$305.9K$301.7K-$4.2K2026-10-22
Trust Co
INCREASED1,6231,098+525+48%$208.3K$301.3K+$93.0K2026-10-09
Opus Capital Group, LLC
INCREASED1,6231,615+8+1%$306.0K$301-$305.7K2026-10-30
Accelerate Investment Advisors LLC
INCREASED1,6201,583+37+2%$300.3K$300.8K+$4372026-11-02
Collective Family Office LLC
DECREASED1,6151,669-54-3%$316.7K$299.8K-$16.8K2026-10-05
Precedent Wealth Partners, LLC
DECREASED1,6102,876-1,266-44%$545.6K$299.0K-$246.6K2026-10-21
Seed Wealth Management, Inc.
UNCHANGED1,6101,61000%$305.5K$298.9K-$6.6K2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED1,6081,584+24+2%$300.5K$298.5K-$2.0K2026-10-16
Eubel Brady & Suttman Asset Management Inc
INCREASED1,6051,595+10+1%$303.0K$298-$302.7K2026-11-04
Bay Capital Advisors, LLC
UNCHANGED1,6021,60200%$303.9K$297.4K-$6.5K2026-10-16
Nadler Financial Group, Inc.
UNCHANGED1,6001,60000%$303.6K$297.0K-$6.5K2026-10-23
Armstrong Henry H Associates Inc
UNCHANGED1,5981,59800%$303.2K$296.7K-$6.5K2026-10-07
Costello Asset Management, Inc
INCREASED1,5951,584+11+1%$300.5K$296.1K-$4.3K2026-10-30
Sather Financial Group Inc
INCREASED1,5861,516+70+5%$287.6K$294.4K+$6.8K2026-10-30
Independence Financial Advisors, LLC
INCREASED1,5801,577+3+0%$299.3K$293.4K-$5.9K2026-10-08
Leo Wealth, LLC
NEW1,579—+1,579——$293.1K—2026-10-26
Partners in Financial Planning
UNCHANGED1,5771,57700%$299.2K$292.8K-$6.4K2026-11-06
Innova Wealth Partners
DECREASED1,5761,588-12-1%$301.3K$292.6K-$8.7K2026-10-21
Nixon Peabody Trust Co
NEW1,572—+1,572——$291.8K—2026-10-23
Investors Research Corp
UNCHANGED1,5631,56300%$296.5K$290.2K-$6.4K2026-10-07
Walkner Condon Financial Advisors LLC
DECREASED1,5621,614-52-3%$306.2K$290.0K-$16.2K2026-11-02
J.P. Marvel Investment Advisors, LLC
UNCHANGED1,5601,56000%$296.0K$289.6K-$6.4K2026-11-02
Wilkins Miller Wealth Management, LLC
DECREASED1,5571,572-15-1%$298.2K$289.1K-$9.1K2026-10-13
CWS Financial Advisors, LLC
DECREASED1,5521,562-10-1%$296.3K$288.0K-$8.3K2026-10-16
Shah Wealth Advisors, LLC
NEW1,549—+1,549——$287.6K—2026-11-06
Clark Asset Management, LLC
DECREASED1,5411,593-52-3%$302.2K$286.1K-$16.2K2026-10-19
Windsor Capital Management, LLC
INCREASED1,5401,539+1+0%$292.1K$285.8K-$6.3K2026-10-13
Five Oceans Advisors
DECREASED1,5391,579-40-3%$299.6K$285.7K-$13.9K2026-10-22
Legacy Financial Group, Inc.
INCREASED1,5371,327+210+16%$251.8K$285.4K+$33.7K2026-10-21
Syntax Research, Inc.
DECREASED1,5361,839-303-16%$348.9K$285.2K-$63.7K2026-11-04
Richard C. Young & Co., Ltd.
INCREASED1,5321,530+2+0%$290.3K$284.4K-$5.9K2026-11-04
Sicart Associates LLC
UNCHANGED1,5291,52900%$290.1K$296.5K+$6.4K2026-10-29
Scissortail Wealth Management, LLC
INCREASED1,5281,347+181+13%$255.6K$283.8K+$28.1K2026-11-03
Global Wealth Strategies & Associates
INCREASED1,5271,433+94+7%$271.9K$283.5K+$11.6K2026-10-02
Financial Insights, Inc.
UNCHANGED1,5271,52700%$289.7K$283.5K-$6.2K2026-10-27
Phoenix Wealth Advisors
INCREASED1,5231,213+310+26%$230.1K$282.7K+$52.6K2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED1,5231,344+179+13%$255.0K$282.7K+$27.7K2026-10-16
Private Wealth Management Group, LLC
UNCHANGED1,5201,52000%$288.4K$282.2K-$6.2K2026-10-19
Professional Advisory Services Inc
UNCHANGED1,5201,52000%$288$282-$62026-10-08
Arlington Financial Advisors, LLC
INCREASED1,5181,512+6+0%$286.8K$281.7K-$5.1K2026-10-19
Private Management Group Inc
DECREASED1,5171,631-114-7%$309.5K$281.6K-$27.8K2026-11-04
Clean Yield Group
UNCHANGED1,5151,51500%$287.4K$281.3K-$6.2K2026-10-28
Endowment Wealth Management, Inc.
DECREASED1,5131,711-198-12%$324.7K$281.0K-$43.7K2026-11-03
Saxon Interests, Inc.
DECREASED1,5113,678-2,167-59%$697.8K$280.5K-$417.3K2026-10-26
truNorth Financial Services, Inc.
UNCHANGED1,5111,51100%$286.8K$280.6K-$6.2K2026-11-06
Cross Staff Investments Inc
DECREASED1,5061,599-93-6%$303.4K$279.6K-$23.8K2026-10-22
True Link Financial Advisors, LLC
DECREASED1,5061,512-60%$286.9K$279.6K-$7.3K2026-10-27
Realta Investment Advisors
INCREASED1,5041,444+60+4%$274.0K$279.2K+$5.2K2026-10-14
Altus Wealth Group LLC
DECREASED1,5021,563-61-4%$296.5K$278.8K-$17.7K2026-10-20
jvl associates llc
NEW1,500—+1,500——$278.5K—2026-10-09
Discipline Wealth Solutions, LLC
INCREASED1,5001,485+15+1%$281.7K$278.5K-$3.2K2026-10-14
Darrow Company, Inc.
UNCHANGED1,4981,49800%$284.2K$278.1K-$6.1K2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED1,4771,439+38+3%$273.0K$274.2K+$1.3K2026-10-13
Montz Harcus Wealth Management LLC
DECREASED1,4761,641-165-10%$311.3K$274.0K-$37.3K2026-10-09
Sage Investment Counsel LLC
UNCHANGED1,4761,47600%$280.1K$274.1K-$6.0K2026-10-26
Mullaney, Keating & Wright, Inc.
UNCHANGED1,4751,47500%$279.9K$273.8K-$6.0K2026-10-19
Evergreen Private Wealth LLC
UNCHANGED1,4711,47100%$279.0K$273.0K-$6.0K2026-10-30
Element Pointe Advisors, LLC
INCREASED1,4641,436+28+2%$272.4K$271.8K-$6292026-10-21
TruNorth Capital Management, LLC
INCREASED1,4601,236+224+18%$234.5K$271.0K+$36.5K2026-10-14
WealthPlan Investment Management, LLC
INCREASED1,4581,101+357+32%$209.0K$270.7K+$61.8K2026-10-15
Townsend Asset Management Corp
INCREASED1,4541,453+1+0%$275.6K$270.0K-$5.6K2026-10-29
Mirador Capital Partners LP
DECREASED1,4531,551-98-6%$294.3K$269.7K-$24.6K2026-10-09
Canvas Wealth Advisors, LLC
DECREASED1,4521,613-161-10%$306.0K$289.5K-$16.5K2026-11-02
Retirement Investment Advisors, Inc.
UNCHANGED1,4521,45200%$285.2K$269.6K-$15.6K2026-10-22
Robinswood Financial LLC
INCREASED1,4481,447+1+0%$274.6K$278.2K+$3.6K2026-10-20
GLR Partners, LLC
UNCHANGED1,4471,44700%$274.5K$268.6K-$5.9K2026-11-04
Ballew Advisors, Inc
DECREASED1,4441,644-200-12%$327.5K$266.6K-$60.9K2026-10-05
CPR Investments Inc.
INCREASED1,4401,343+97+7%$254.8K$267.2K+$12.4K2026-10-26
Breachway Investments LLC
UNCHANGED1,4381,43800%$272.8K$267.0K-$5.9K2026-10-19
Highline Wealth Partners LLC
INCREASED1,4371,106+331+30%$209.9K$266.9K+$57.0K2026-10-19
Eagle Wealth Strategies LLC
DECREASED1,4371,499-62-4%$284.5K$266.8K-$17.7K2026-10-20
CrossGen Wealth, LLC
UNCHANGED1,4371,43700%$272.6K$266.8K-$5.8K2026-10-30
Carl P. Sherr & Co., LLC
UNCHANGED1,4341,43400%$272.1K$266.2K-$5.9K2026-11-06
tru Independence LLC
INCREASED1,4301,370+60+4%$260.0K$265.5K+$5.5K2026-10-20
Members Wealth LLC
INCREASED1,4241,373+51+4%$260.5K$256.7K-$3.7K2026-10-20
Waystone Advisors LLC
UNCHANGED1,4241,42400%$270.2K$270.2K$02026-10-16
LongView Wealth Management
DECREASED1,4161,451-35-2%$275.3K$262.9K-$12.4K2026-10-19
Ariston Services Group
DECREASED1,4121,663-251-15%$315.5K$262.1K-$53.4K2026-10-16
Sutton Place Investors LLC
INCREASED1,4101,156+254+22%$219.3K$261.8K+$42.4K2026-10-20
Acorn Creek Capital LLC
INCREASED1,4081,393+15+1%$264.3K$261.3K-$2.9K2026-11-05
WoodTrust Financial Corp
DECREASED1,4021,418-16-1%$269.0K$260-$268.7K2026-10-09
Sulzberger Capital Advisors, Inc.
UNCHANGED1,3981,39800%$265.2K$259.5K-$5.7K2026-10-20
AAF Wealth Management, LLC
DECREASED1,3961,781-385-22%$338.0K$259.2K-$78.7K2026-10-28
Reyes Financial Architecture, Inc.
DECREASED1,3952,159-764-35%$409.6K$259.0K-$150.6K2026-10-22
Larry Mathis Financial Planning, LLC
UNCHANGED1,3941,39400%$264.5K$258.8K-$5.7K2026-10-26
Trueblood Wealth Management, LLC
DECREASED1,3921,396-40%$264.9K$258.5K-$6.4K2026-10-23
Eagle Rock Investment Company, LLC
DECREASED1,3911,426-35-2%$270.5K$258.2K-$12.3K2026-10-21
Strata Wealth Advisors, LLC
INCREASED1,3901,365+25+2%$259.0K$258.1K-$9272026-10-16
Arsenal Capital Advisors LLC
INCREASED1,3841,377+7+1%$261.2K$257.0K-$4.2K2026-11-02
Independent Wealth Network Inc.
INCREASED1,3841,382+2+0%$262.1K$257.0K-$5.1K2026-10-19
Smith Shellnut Wilson LLC
UNCHANGED1,3831,38300%$262.4K$256.8K-$5.6K2026-10-21
Demars Financial Group, LLC
INCREASED1,3781,341+37+3%$254.4K$255.7K+$1.3K2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED1,3751,410-35-2%$267.6K$255.4K-$12.2K2026-11-04
Global View Capital Management LLC
INCREASED1,3731,320+53+4%$250.4K$254.9K+$4.5K2026-10-28
Guilbault Capital LLC
UNCHANGED1,3691,36900%$259.7K$254.2K-$5.6K2026-10-28
Hoertkorn Richard Charles
UNCHANGED1,3651,36500%$259.0K$253.4K-$5.6K2026-11-04
Islay Capital Management, LLC
UNCHANGED1,3531,35300%$256.7K$251.2K-$5.5K2026-10-20
Vestor Capital, LLC
DECREASED1,35031,699-30,349-96%$5.2K$475-$4.7K2026-11-04
Essential Investment Partners LLC
UNCHANGED1,3501,35000%$256.1K$250.6K-$5.5K2026-10-27
KFA Private Wealth Group, LLC
INCREASED1,3491,241+108+9%$235.6K$250.6K+$15.0K2026-10-07
Plante Moran Financial Advisors, LLC
INCREASED1,3481,289+59+5%$244.6K$250.2K+$5.7K2026-11-04
Southern Michigan Bank & Trust
DECREASED1,3471,355-8-1%$257.1K$250.1K-$7.0K2026-10-19
Vilga Financial Planning LLC
DECREASED1,3461,379-33-2%$261.6K$249.9K-$11.8K2026-10-09
Southland Equity Partners LLC
DECREASED1,3451,526-181-12%$289.5K$249.7K-$39.8K2026-10-14
Asio Capital, LLC
NEW1,339—+1,339——$248.6K—2026-10-19
Integral Investment Advisors, Inc.
INCREASED1,3371,336+1+0%$253.5K$248.2K-$5.3K2026-11-03
Gutierrez Wealth Advisory, LLC
NEW1,330—+1,330——$246.9K—2026-11-02
David J Yvars Group
UNCHANGED1,3291,32900%$252.1K$246.7K-$5.3K2026-10-09
Human Investing LLC
INCREASED1,3281,064+264+25%$201.9K$246.6K+$44.7K2026-10-19
Crumly & Associates Inc.
INCREASED1,3281,271+57+4%$241.1K$246.5K+$5.4K2026-10-07
GenTrust, LLC
DECREASED1,3271,447-120-8%$274.5K$246.4K-$28.2K2026-11-06
Gradient Capital Advisors, LLC
INCREASED1,3261,256+70+6%$238.3K$246.2K+$7.9K2026-10-21
Seneca Financial Advisors LLC
INCREASED1,3261,325+1+0%$251.5K$246.2K-$5.2K2026-10-28
Investment Partners Asset Management, Inc.
UNCHANGED1,3261,32600%$251.6K$246.2K-$5.4K2026-10-09
Stewardship Concepts Financial Services LLC
DECREASED1,3221,626-304-19%$308.5K$245.4K-$63.1K2026-10-06
Columbia Advisory Partners LLC
INCREASED1,3181,127+191+17%$213.9K$244.7K+$30.9K2026-10-15
Crescent Grove Advisors, LLC
NEW1,316—+1,316——$244.3K—2026-10-21
Counterpoint Mutual Funds LLC
NEW1,314—+1,314——$243.9K—2026-10-16
Brady Martz Wealth Solutions, LLC
NEW1,314—+1,314——$243.9K—2026-11-05
Community Bank of Raymore
UNCHANGED1,3131,31300%$249.1K$243.8K-$5.4K2026-10-23
Brooklyn FI, LLC
INCREASED1,310132+1,178+892%$25.7K$259.9K+$234.2K2026-11-05
Elser Financial Planning, Inc
INCREASED1,3081,279+29+2%$242.7K$242.8K+$1652026-10-16
Bright Financial Advisors, Inc.
UNCHANGED1,3081,30800%$248.2K$242.8K-$5.3K2026-10-23
Mainsail Asset Management, LLC
INCREASED1,3071,079+228+21%$208.8K$239.5K+$30.7K2026-10-14
XY Planning Network, Inc.
INCREASED1,3071,100+207+19%$208.7K$242.7K+$34.0K2026-10-14
Financial Management Network Inc
INCREASED1,3051,304+1+0%$252.4K$241.0K-$11.4K2026-10-09
Key Client Fiduciary Advisors, LLC
DECREASED1,3041,340-36-3%$254.2K$242.0K-$12.2K2026-10-19
Tradewinds Capital Management, LLC
UNCHANGED1,2971,29700%$246.0K$240.7K-$5.3K2026-10-23
Summa Corp.
NEW1,291—+1,291——$239.7K—2026-10-30
RAM Investment Partners, LLC
INCREASED1,2881,204+84+7%$228.4K$239.1K+$10.7K2026-10-21
ROI Financial Advisors, LLC
NEW1,287—+1,287——$239.0K—2026-10-19
Wealth Advisory Solutions, LLC
INCREASED1,2861,223+63+5%$232.0K$238.7K+$6.7K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED1,2841,352-68-5%$256.5K$238.4K-$18.1K2026-10-08
Rubicon Advisors, GP
INCREASED1,2781,211+67+6%$229.8K$237.3K+$7.5K2026-10-23
Commons Capital, LLC
INCREASED1,2761,275+1+0%$241.9K$236.9K-$5.0K2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED1,2741,27400%$241.7K$236.5K-$5.2K2026-10-20
Alchemi Wealth, LLC
INCREASED1,2731,191+82+7%$226.1K$236.3K+$10.3K2026-11-04
Armbruster Capital Management, Inc.
UNCHANGED1,2721,27200%$241.3K$236.1K-$5.2K2026-10-19
Encompass More Asset Management
INCREASED1,2701,190+80+7%$225.9K$235.7K+$9.8K2026-10-16
Amplius Wealth Advisors, LLC
NEW1,266—+1,266——$234.9K—2026-10-20
Sage Rhino Capital LLC
DECREASED1,2531,260-7-1%$239.1K$232.6K-$6.4K2026-10-28
Violich Capital Management, Inc.
UNCHANGED1,2501,25000%$237.2K$232.1K-$5.1K2026-10-05
Advisory Solutions Group, LLC
NEW1,246—+1,246——$231.4K—2026-10-14
DeLarme Wealth Management, Inc.
INCREASED1,2451,140+105+9%$216.2K$231.1K+$14.9K2026-10-30
Harrell Investment Partners, LLC
INCREASED1,2431,241+2+0%$235.4K$230.8K-$4.6K2026-10-15
Vision Capital Management, Inc.
DECREASED1,2391,474-235-16%$279.7K$230.0K-$49.6K2026-10-20
Fairfield Financial Advisors, LTD
NEW1,238—+1,238——$229.9K—2026-10-14
Beacon Financial Advisory LLC
NEW1,237—+1,237——$229.6K—2026-10-16
Firestone Capital Management
UNCHANGED1,2361,23600%$234.5K$229.5K-$5.0K2026-11-03
RVW Wealth, LLC
INCREASED1,2321,109+123+11%$210.4K$228.8K+$18.4K2026-10-06
Noesis Capital Mangement Corp
DECREASED1,2311,351-120-9%$256.3K$228.5K-$27.8K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED1,2311,23100%$233.6K$228.5K-$5.0K2026-10-23
Atlatl Advisers LLC
DECREASED1,2221,246-24-2%$236.4K$226.9K-$9.5K2026-10-22
Financial Management Professionals, Inc.
INCREASED1,2211,171+50+4%$222.2K$226.7K+$4.5K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED1,2201,22000%$231.5K$226.5K-$5.0K2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,2151,21500%$230.5K$225.6K-$5.0K2026-10-28
Redwood Family Wealth LLC
DECREASED1,2141,221-7-1%$231.7K$225.4K-$6.3K2026-10-20
Client 1ST Advisory Group, LLC
DECREASED1,2061,291-85-7%$244.9K$223.9K-$21.0K2026-10-19
Blue Zone Wealth Advisors, LLC
DECREASED1,2041,245-41-3%$236.2K$223.5K-$12.7K2026-10-19
Churchill Financial Advisors, LLC
UNCHANGED1,2001,20000%$227.7K$222.8K-$4.9K2026-10-20
Single Point Partners, LLC
DECREASED1,1991,769-570-32%$335.6K$222.9K-$112.7K2026-10-19
Holos Integrated Wealth LLC
INCREASED1,1961,094+102+9%$219.7K$229.8K+$10.0K2026-10-23
Maia Wealth LLC
DECREASED1,1921,320-128-10%$250.5K$221.4K-$29.1K2026-10-19
RBA Wealth Management, LLC
NEW1,189—+1,189——$220.7K—2026-10-28
J.M. Arbour, LLC
DECREASED1,1881,303-115-9%$247.2K$220.6K-$26.7K2026-11-05
Signature Equity Partners, LLC
INCREASED1,186853+333+39%$161.9K$220.1K+$58.2K2026-10-29
Towercrest Capital Management
INCREASED1,1811,120+61+5%$212.5K$219.3K+$6.8K2026-10-23
B. Metzler seel. Sohn & Co. AG
UNCHANGED1,1811,18100%$224.1K$219.3K-$4.8K2026-10-30
Chiron Capital Management, LLC
DECREASED1,1761,179-30%$223.7K$218.3K-$5.4K2026-10-15
BOS Asset Management, LLC
DECREASED1,1751,198-23-2%$227.3K$218.1K-$9.2K2026-10-09
Affiance Financial, LLC
DECREASED1,1701,354-184-14%$256.9K$217.3K-$39.6K2026-10-15
Financial Synergies Wealth Advisors, Inc.
INCREASED1,1691,167+2+0%$221.4K$217.0K-$4.4K2026-10-16
PMG Family Office LLC
UNCHANGED1,1681,16800%$221.6K$216.8K-$4.8K2026-10-19
Mokosak Advisory Group, LLC
NEW1,167—+1,167——$216.7K—2026-10-20
Intergy Private Wealth, LLC
DECREASED1,1671,235-68-6%$234.3K$216.7K-$17.7K2026-10-16
Redwood Financial Network Corp
INCREASED1,1671,164+3+0%$220.9K$216.7K-$4.2K2026-11-03
American Institute for Advanced Investment Management, LLP
DECREASED1,1661,273-107-8%$241.5K$216.5K-$25.1K2026-11-03
Johnson Bixby & Associates, LLC
DECREASED1,1661,168-20%$221.6K$216.5K-$5.1K2026-10-14
Isthmus Partners, LLC
UNCHANGED1,1661,16600%$221.2K$216.5K-$4.8K2026-10-21
North Point Portfolio Managers Corp
UNCHANGED1,1661,16600%$221.2K$216.5K-$4.8K2026-10-07
Acorn Financial Advisory Services Inc
INCREASED1,1651,164+1+0%$220.9K$216.5K-$4.4K2026-11-02
Gratus Wealth Advisors, LLC
UNCHANGED1,1601,16000%$220.1K$215.4K-$4.7K2026-10-26
Downshift Financial, LLC
INCREASED1,1591,134+25+2%$215.2K$215.2K+$142026-10-13
O'Brien Greene & Co. Inc
UNCHANGED1,1591,15900%$219.9K$215.2K-$4.7K2026-11-05
Vaughan David Investments LLC
UNCHANGED1,1571,15700%$220.0K$215-$219.8K2026-11-05
Schorn Wealth LLC
UNCHANGED1,1561,15600%$219.3K$214.6K-$4.7K2026-10-14
Atwater Malick LLC
INCREASED1,1551,066+89+8%$202.3K$214.4K+$12.2K2026-10-15
Quantum Financial Partners LLC
DECREASED1,1541,328-174-13%$251.8K$214.2K-$37.6K2026-10-19
Hobart Private Capital, LLC
NEW1,149—+1,149——$213.3K—2026-10-19
Braeburn Wealth Management LLC
UNCHANGED1,1471,14700%$217.6K$212.9K-$4.7K2026-10-15
Smith Thornton Advisors LLC
DECREASED1,1461,148-20%$225.5K$212.8K-$12.7K2026-10-16
Smart Wealth LLC
DECREASED1,1451,947-802-41%$369.5K$212.6K-$156.9K2026-11-04
Vista Investment Partners II, LLC
DECREASED1,1451,249-104-8%$237.0K$212.5K-$24.5K2026-10-15
Cpwa, LLC
UNCHANGED1,1431,14300%$216.8K$213.4K-$3.4K2026-11-04
Omega Financial Group, LLC
INCREASED1,1421,138+4+0%$215.9K$212.0K-$3.9K2026-10-29
Gibson Capital, LLC
NEW1,140—+1,140——$211.6K—2026-10-23
A4 Wealth Advisors LLC
DECREASED1,1402,918-1,778-61%$553.7K$211.7K-$342.0K2026-10-20
Bridgelight Financial Advisors, Inc.
INCREASED1,1381,134+4+0%$215.1K$211.2K-$3.9K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED1,1361,049+87+8%$199.0K$210.9K+$11.9K2026-10-20
MinichMacGregor Wealth Management, LLC
INCREASED1,1361,088+48+4%$206.5K$210.9K+$4.5K2026-10-14
First Business Financial Services, Inc.
NEW1,134—+1,134——$210.5K—2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED1,1311,13100%$214.5K$209.9K-$4.6K2026-10-20
Meridian Financial Partners LLC
UNCHANGED1,1311,13100%$221.6K$211.4K-$10.1K2026-10-23
First United Bank & Trust
UNCHANGED1,1271,12700%$213.8K$209.2K-$4.6K2026-10-22
Powers Advisory Group, LLC
INCREASED1,1251,076+49+5%$204.2K$208.9K+$4.8K2026-10-14
Renasant Bank
DECREASED1,1251,129-40%$214.2K$208.9K-$5.3K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED1,1251,12500%$213.4K$208.8K-$4.6K2026-10-15
Sentinel Pension Advisors, LLC
NEW1,124—+1,124——$208.7K—2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED1,1211,136-15-1%$215.6K$206.7K-$8.9K2026-10-09
Navigoe, LLC
INCREASED1,1201,118+2+0%$212.0K$207-$211.8K2026-11-04
Brighton Securities Corp.
NEW1,116—+1,116——$207.3K—2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED1,1141,11400%$211.4K$206.8K-$4.5K2026-10-29
Melfa Wealth Management, Inc.
NEW1,112—+1,112——$206.4K—2026-11-06
Jnba Financial Advisors
INCREASED1,107748+359+48%$141.9K$205.5K+$63.6K2026-11-03
Norris Perne & French LLP
DECREASED1,1061,555-449-29%$295.0K$205.3K-$89.7K2026-10-23
Willner & Heller, LLC
DECREASED1,1051,189-84-7%$225.6K$205.1K-$20.5K2026-10-28
Power Wealth Management LLC
INCREASED1,1051,056+49+5%$200.4K$205.1K+$4.8K2026-10-27
Bestgate Wealth Advisors, LLC
NEW1,104—+1,104——$204.9K—2026-10-13
Altar Rock LLC
NEW1,104—+1,104——$205.3K—2026-11-06
American Capital Advisory, LLC
INCREASED1,1021,095+7+1%$207.8K$204.6K-$3.2K2026-10-28
AGP Franklin, LLC
UNCHANGED1,0991,09900%$208.5K$204.0K-$4.5K2026-11-04
Barings LLC
UNCHANGED1,0991,09900%$208.5K$204.0K-$4.5K2026-10-22
Grey Fox Wealth Advisors, LLC
NEW1,097—+1,097——$203.6K—2026-11-03
Walled Lake Planning & Wealth Management, LLC
NEW1,097—+1,097——$203.6K—2026-10-29
Cultivar Capital, Inc.
DECREASED1,0941,204-110-9%$228.4K$203.1K-$25.3K2026-10-14
Great Waters Wealth Management
NEW1,092—+1,092——$202.7K—2026-10-07
Outlook Wealth Advisors, LLC
DECREASED1,0921,188-96-8%$225.3K$202.7K-$22.7K2026-10-28
Doliver Advisors, LP
UNCHANGED1,0911,09100%$207.0K$202.5K-$4.5K2026-10-01
Centennial Wealth Advisory LLC
DECREASED1,0881,117-29-3%$211.8K$201.9K-$10.0K2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED1,0881,090-20%$212.3K$210.3K-$2.1K2026-10-21
First Fiduciary Investment Counsel, Inc.
UNCHANGED1,0851,08500%$206.0K$201-$205.8K2026-10-27
365 WMG Private Fund I: Primus Fund LLC
NEW1,084—+1,084——$201.2K—2026-10-20
Axecap Investments, LLC
INCREASED1,0841,079+5+0%$204.7K$201.2K-$3.5K2026-10-20
Tucker Asset Management LLC
INCREASED1,0821,070+12+1%$203.0K$200.9K-$2.1K2026-10-29
Thompson Davis & Co., Inc.
UNCHANGED1,0821,08200%$205.3K$200.9K-$4.4K2026-11-05
GSG Advisors LLC
NEW1,081—+1,081——$200.7K—2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,0811,08100%$205.1K$200.7K-$4.4K2026-10-07
Cardinal Point Capital Management ULC
DECREASED1,0801,100-20-2%$208.7K$200.5K-$8.2K2026-10-21
Balance Wealth Partners LLC
NEW1,070—+1,070——$198.6K—2026-10-27
Albion Financial Group
INCREASED1,0661,062+4+0%$201.5K$197.9K-$3.6K2026-10-21
State of Wyoming
DECREASED1,0631,164-101-9%$220.8K$197.3K-$23.5K2026-10-28
Toth Financial Advisory Corp
INCREASED1,061909+152+17%$172.5K$197.0K+$24.5K2026-10-08
Chung Wu Investment Group, LLC
UNCHANGED1,0601,06000%$201.1K$196.8K-$4.3K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED1,055934+121+13%$177.1K$195.8K+$18.7K2026-11-05
Morton Brown Family Wealth, LLC
DECREASED1,0441,072-28-3%$203.4K$193.8K-$9.5K2026-10-23
Elite Life Management LLC
INCREASED1,0441,039+5+0%$231.0K$200.3K-$30.7K2026-11-06
Financially Speaking Inc
UNCHANGED1,0271,02700%$198.1K$190.7K-$7.4K2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED1,001991+10+1%$188.0K$185.8K-$2.2K2026-10-30
Lodestone Wealth Management LLC
INCREASED994860+134+16%$163.2K$184.6K+$21.4K2026-10-14
Financial Freedom, LLC
DECREASED9831,498-515-34%$284.2K$182.6K-$101.7K2026-11-06
Addison Advisors LLC
DECREASED983997-14-1%$189.2K$182.5K-$6.7K2026-11-06
Salomon & Ludwin, LLC
DECREASED963967-40%$185.5K$178.8K-$6.7K2026-10-29
IMG Wealth Management, Inc.
INCREASED958906+52+6%$171.9K$177.9K+$6.0K2026-10-27
Essential Partners LLC
INCREASED930923+7+1%$175.1K$172.7K-$2.5K2026-10-14
Madden Securities Corp
NEW916—+916——$170.1K—2026-10-27
True Wealth Design, LLC
INCREASED916728+188+26%$138.1K$170.1K+$31.9K2026-10-13
Hughes Financial Services, LLC
INCREASED891826+65+8%$156.7K$177.6K+$20.9K2026-10-30
Pflug Koory, LLC
UNCHANGED89089000%$168.9K$165.2K-$3.6K2026-10-26
Meriwether Wealth & Planning, LLC
DECREASED8782,320-1,442-62%$440.2K$163.0K-$277.2K2026-10-13
Buck Wealth Strategies, LLC
DECREASED864919-55-6%$174.3K$160.3K-$14.0K2026-10-28
Miller Global Investments, LLC
UNCHANGED84984900%$161.1K$157.6K-$3.5K2026-10-02
Rothwell Investment Advisors, LLC
NEW840—+840——$155.9K—2026-11-06
Bayban
UNCHANGED83983900%$159.2K$159.2K$02026-11-05
Barrett & Company, Inc.
UNCHANGED83883800%$159.1K$155.7K-$3.4K2026-10-22
WPG Advisers, LLC
INCREASED823791+32+4%$150.0K$152.8K+$2.8K2026-10-27
Kozak & Associates, Inc.
INCREASED816813+3+0%$155.9K$159.7K+$3.8K2026-10-29
Tounjian Advisory Partners, LLC
INCREASED810779+31+4%$147.9K$150.4K+$2.5K2026-11-04
Sawyer & Company, Inc
UNCHANGED79079000%$149.9K$146.7K-$3.2K2026-10-21
Moisand Fitzgerald Tamayo, LLC
INCREASED785564+221+39%$107.0K$145.7K+$38.7K2026-10-15
Reap Financial Group, LLC
DECREASED782812-30-4%$154.1K$145.1K-$9.0K2026-11-02
James T. Borello RIA
INCREASED772734+38+5%$139.3K$143.3K+$4.1K2026-10-16
Planning Strategies Inc.
INCREASED762753+9+1%$142.9K$141.4K-$1.5K2026-10-02
Vision Financial Markets LLC
DECREASED755900-145-16%$172.5K$139.3K-$33.1K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7512,290-1,539-67%$434.6K$139.4K-$295.2K2026-10-14
Markowski Investments
UNCHANGED73073000%$138.5K$135.6K-$2.9K2026-10-30
CGC Financial Services, LLC
DECREASED724750-26-3%$142.3K$134.4K-$7.9K2026-10-13
William Mack & Associates, Inc.
NEW700—+700——$130.0K—2026-10-27
University of Texas S AM Investment Management Co
INCREASED693436+257+59%$82.7K$128.7K+$45.9K2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED69169100%$131.1K$128.3K-$2.8K2026-10-16
Bank & Trust Co
UNCHANGED69169100%$131.1K$128.3K-$2.8K2026-10-07
Valued Wealth Advisors LLC
INCREASED687676+11+2%$128.2K$127.5K-$6982026-11-05
Horizon Financial Services, LLC
DECREASED682708-26-4%$134.3K$126.6K-$7.7K2026-11-04
Richardson Financial Services Inc.
DECREASED675682-7-1%$129.4K$125.3K-$4.1K2026-10-30
Entrust Financial LLC
UNCHANGED66866800%$126.7K$124.0K-$2.7K2026-11-04
Cedar Mountain Advisors, LLC
INCREASED661648+13+2%$123.0K$122.7K-$2772026-10-15
Vaquero Private Wealth, LTD
UNCHANGED65865800%$124.8K$122.2K-$2.7K2026-10-27
Centerpoint Advisors, LLC
INCREASED635471+164+35%$89.0K$118-$88.9K2026-11-05
Louisbourg Investments Inc.
UNCHANGED63563500%$120.5K$117.9K-$2.6K2026-10-20
Paladin Partners, LLC
UNCHANGED62862800%$119.2K$116.6K-$2.6K2026-10-06
RHL Group, LLC
INCREASED587585+2+0%$111.2K$109.0K-$2.2K2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED573572+1+0%$111.4K$113.2K+$1.8K2026-10-19
UMB Private Wealth Management, LLC
NEW567—+567——$105.3K—2026-10-19
KFG LLC
NEW553—+553——$102.7K—2026-11-02
J.Safra Asset Management Corp
UNCHANGED55355300%$104.9K$102.7K-$2.3K2026-11-03
Old Second National Bank of Aurora
UNCHANGED54354300%$103.0K$100.8K-$2.2K2026-10-22
Kimelman & Baird, LLC
UNCHANGED53753700%$101.9K$99.7K-$2.2K2026-11-03
Trifecta Capital Advisors, LLC
DECREASED535539-4-1%$102.3K$99.3K-$2.9K2026-10-21
Joseph Group Capital Management
INCREASED528385+143+37%$73.0K$98.0K+$25.0K2026-11-04
Putney Financial Group LLC
NEW526—+526——$97.7K—2026-10-30
Bradley & Co. Private Wealth Management, LLC
DECREASED522558-36-6%$105.9K$96.9K-$9.0K2026-10-23
Financial Perspectives, Inc
UNCHANGED51251200%$97.1K$95.1K-$2.1K2026-11-03
IFS Advisors, LLC
INCREASED50332+471+1472%$6.1K$93.4K+$87.3K2026-10-14
Wilkerson Advisory Group LLC
INCREASED477306+171+56%$58.1K$88.6K+$30.5K2026-10-20
Mosley Wealth Management
DECREASED469492-23-5%$93.4K$87.7K-$5.7K2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
NEW457—+457——$84.8K—2026-10-14
Raleigh Capital Management Inc.
DECREASED436567-131-23%$107.6K$80.9K-$26.7K2026-10-28
Birchbrook, Inc.
UNCHANGED42542500%$80.6K$78.9K-$1.7K2026-10-14
DecisionPoint Financial, LLC
INCREASED419251+168+67%$48.1K$77.5K+$29.4K2026-10-27
Accordant Advisory Group Inc
UNCHANGED41241200%$78.2K$76.5K-$1.7K2026-10-29
Nvwm, LLC
INCREASED39254+338+626%$10.2K$72.8K+$62.5K2026-10-14
Burkett Financial Services, LLC
NEW391—+391——$72.6K—2026-10-01
Hurley Capital, LLC
DECREASED380433-53-12%$82.2K$70.6K-$11.6K2026-11-05
Intesa Sanpaolo Wealth Management
DECREASED354812-458-56%$154.1K$65.7K-$88.3K2026-10-28
Beacon Financial Strategies Corp
UNCHANGED35035000%$66.4K$65.0K-$1.4K2026-10-14
PFS Partners, LLC
INCREASED349348+1+0%$66.0K$64.7K-$1.3K2026-10-21
Goodman Advisory Group, LLC
NEW346—+346——$64.2K—2026-11-02
Hoese & Co LLP
UNCHANGED34234200%$64.9K$63.5K-$1.4K2026-10-21
Main Street Group, LTD
DECREASED3402,304-1,964-85%$437.1K$63.1K-$374.0K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED326325+1+0%$61.7K$60.4K-$1.2K2026-10-26
Monetary Solutions, Ltd
UNCHANGED32432400%$61.5K$60.2K-$1.3K2026-10-22
Rachor Investment Advisory Services, LLC
UNCHANGED32032000%$60.7K$59.4K-$1.3K2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED308150+158+105%$28.5K$57.2K+$28.7K2026-10-15
10Elms LLP
INCREASED308251+57+23%$47.6K$57.2K+$9.6K2026-11-06
Team Financial Group, LLC
NEW292—+292——$54.1K—2026-10-30
Tsfg, LLC
DECREASED290876-586-67%$166.0K$54-$165.9K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED290151+139+92%$28.6K$53.9K+$25.3K2026-11-02
DiNuzzo Private Wealth, Inc.
INCREASED254113+141+125%$21.4K$47.2K+$25.7K2026-10-16
Triumph Capital Management
INCREASED248242+6+2%$45.9K$46.0K+$1262026-10-14
Peck Wealth Management, LLC
UNCHANGED24524500%$46.5K$45.5K-$1.0K2026-10-29
MidAtlantic Capital Management, Inc.
NEW240—+240——$44.6K—2026-11-05
High Point Wealth Management, LLC
INCREASED235160+75+47%$30.4K$43.7K+$13.3K2026-11-05
Polaris Financial Partners
NEW234—+234——$44—2026-10-02
Gleason Group, Inc.
INCREASED227226+1+0%$42.9K$42.2K-$7622026-10-15
Midwest Capital Advisors, LLC
NEW225—+225——$41.8K—2026-11-04
Next Level Wealth Planning, LLC
NEW223—+223——$41.4K—2026-10-29
Dorato Capital Management
UNCHANGED22022000%$43.1K$39.7K-$3.4K2026-10-08
Pacific Center for Financial Services
UNCHANGED21321300%$40.4K$39.5K-$8692026-10-15
Access Investment Management LLC
UNCHANGED21121100%$40.0K$39.2K-$8612026-10-23
Aventus Investment Advisors, Inc.
UNCHANGED21021000%$39.8K$39.0K-$8562026-10-09
Friedenthal Financial
NEW201—+201——$37.3K—2026-10-27
LFA - Lugano Financial Advisors SA
DECREASED201241-40-17%$45.7K$37.3K-$8.4K2026-11-03
RMG Wealth Management LLC
INCREASED190189+1+1%$42.2K$36.5K-$5.7K2026-10-26
Coston, McIsaac & Partners
INCREASED181180+1+1%$34.0K$33.6K-$3702026-11-06
Clark Wealth Partners
INCREASED179168+11+7%$31.8K$33.3K+$1.4K2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED17917900%$34.0K$33.2K-$7312026-10-09
Horrell Capital Management, Inc.
UNCHANGED17717700%$33.6K$32.9K-$7222026-10-08
Carolina Wealth Advisors, LLC
UNCHANGED17017000%$32.3K$31.6K-$6932026-10-23
Curat Global, LLC
UNCHANGED17017000%$32.3K$31.6K-$6932026-10-26
Bay Harbor Wealth Management, LLC
INCREASED168141+27+19%$26.8K$31.2K+$4.4K2026-11-03
Aspect Partners, LLC
UNCHANGED16516500%$31.3K$30.6K-$6732026-10-20
Elevated Capital Advisors, LLC
DECREASED163777-614-79%$147.3K$30.3K-$117.0K2026-11-04
Fairway Wealth LLC
NEW162—+162——$30.1K—2026-10-30
Marquette Asset Management, LLC
INCREASED162157+5+3%$29.8K$30.1K+$2882026-10-09
Torren Management, LLC
INCREASED16060+100+167%$11.3K$29.7K+$18.3K2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED15615600%$29.6K$29.0K-$6372026-10-23
Redwood Park Advisors LLC
UNCHANGED15515500%$29.4K$28.8K-$5652026-11-02
Bear Mountain Capital, Inc.
UNCHANGED14814800%$28.6K$28.7K+$782026-11-04
Burk Holdings LLC
INCREASED14479+65+82%$15.0K$26.7K+$11.7K2026-11-05
Bare Financial Services, Inc
DECREASED143144-1-1%$27.3K$26.5K-$7732026-11-04
Networth Advisors, LLC
INCREASED141140+1+1%$26.6K$26.1K-$4772026-11-03
Sfam, LLC
DECREASED135174-39-22%$33.0K$25.0K-$8.0K2026-11-03
Proathlete Wealth Management LLC
NEW131—+131——$24.3K—2026-10-15
One River Asset Management, LLC
DECREASED131923-792-86%$175.1K$24.3K-$150.8K2026-10-21
Trellis Wealth Advisors LLC
NEW125—+125——$23.2K—2026-10-19
Clayton Financial Group LLC
NEW125—+125——$23.2K—2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED12312300%$23.3K$22.8K-$5022026-10-27
Activest Wealth Management
INCREASED12281+41+51%$15.4K$22.6K+$7.3K2026-10-15
Fortis Group Advisors, LLC
UNCHANGED12212200%$23.1K$22.6K-$4982026-11-06
Davis Capital Management
INCREASED11476+38+50%$14.4K$21.2K+$6.7K2026-10-08
Jefferies Financial Group Inc.
DECREASED112345,492-345,380-100%$65.6M$20.8K-$65.5M2026-11-05
Blume Capital Management, Inc.
UNCHANGED11011000%$20.9K$20.4K-$4492026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED107126-19-15%$23.9K$19.9K-$4.0K2026-10-21
Montgomery Financial Services LLC
INCREASED107106+1+1%$20.1K$19.8K-$3612026-11-03
Nvest Wealth Strategies, Inc.
UNCHANGED10610600%$20.1K$19.7K-$4332026-10-14
CKW Financial Group
UNCHANGED10510500%$20.0K$19-$20.0K2026-10-29
Vermillion Wealth Management, Inc.
DECREASED100188-88-47%$35.7K$18.6K-$17.1K2026-10-26
SRH Advisors, LLC
UNCHANGED10010000%$19.0K$18.6K-$4082026-10-22
Collier Financial
INCREASED9796+1+1%$18.3K$18.0K-$3292026-11-06
Align Financial, LLC
INCREASED9174+17+23%$14.0K$16.9K+$2.9K2026-10-16
Bayforest Capital Ltd
NEW88—+88——$16.3K—2026-11-03
Decker Retirement Planning Inc.
DECREASED88102-14-14%$19.4K$16.3K-$3.0K2026-10-19
Breakwater Investment Management
INCREASED8681+5+6%$15.4K$16.0K+$5972026-10-20
Thompson Investment Management, Inc.
UNCHANGED868600%$16.3K$16.0K-$3512026-10-14
Signature Resources Capital Management, LLC
INCREASED8477+7+9%$14.6K$15.6K+$9862026-10-16
Caitong International Asset Management Co., Ltd
INCREASED797+72+1029%$1.3K$14.7K+$13.3K2026-10-29
Mainstream Capital Management LLC
NEW77—+77——$14.3K—2026-10-23
Prudent Man Investment Management, Inc.
NEW76—+76——$14.1K—2026-11-03
Sunrise Financial Services, LLC
UNCHANGED767600%$14.4K$14.1K-$3102026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED7383-10-12%$15.7K$13.6K-$2.1K2026-10-16
Harbor Capital Advisors, Inc.
NEW70—+70——$13—2026-10-22
Fiduciary Advisors, Inc.
INCREASED7018+52+289%$3.4K$13.0K+$9.6K2026-10-16
St. Johns Investment Management Company, LLC
UNCHANGED676700%$12.7K$12.4K-$2732026-10-30
Advocate Investing Services LLC
UNCHANGED606000%$11.4K$11.1K-$2452026-10-26
Vima LLC
UNCHANGED606000%$11.4K$11.1K-$2452026-10-23
Retirement Wealth Solutions LLC
INCREASED5532+23+72%$6.1K$10.2K+$4.1K2026-10-07
Portfolio Resources Advisor Group, Inc.
NEW50—+50——$9.3K—2026-10-20
Eukles Asset Management
DECREASED4046-6-13%$8.7K$7.4K-$1.3K2026-11-04
Noble Wealth Management PBC
UNCHANGED353500%$6.6K$6.5K-$1432026-10-01
PayPay Securities Corp
DECREASED3437-3-8%$7.0K$6.3K-$7082026-10-27
United Financial Planning Group LLC
UNCHANGED333300%$6.3K$6.1K-$1352026-11-04
Horizons Wealth Management
NEW32—+32——$5.9K—2026-10-05
Key Capital Management, Inc
DECREASED2988-59-67%$16.7K$5.4K-$11.3K2026-11-03
POM Investment Strategies, LLC
UNCHANGED292900%$5.5K$5.4K-$1182026-10-20
Marshall & Sterling Wealth Advisors Inc.
NEW23—+23——$4.3K—2026-10-28
Evolution Wealth Management Inc.
DECREASED17114-97-85%$21.6K$3.2K-$18.5K2026-10-28
Peterson Wealth Services
DECREASED1765-48-74%$12.4K$3.1K-$9.3K2026-10-26
Phillip James Consulting Co.
UNCHANGED171700%$3.2K$3.2K-$692026-11-03
Foresight Capital Management Advisors, Inc.
NEW11—+11——$2.0K—2026-10-27
Livelsberger Financial Advisory
NEW10—+10——$1.9K—2026-10-28
Fairman Group, LLC
UNCHANGED8800%$1.5K$1.5K-$332026-10-26
3 Factor Indexing, LLC
UNCHANGED5500%$949$929-$202026-10-15
Lloyd Advisory Services, Llc.
DECREASED415-11-73%$2.9K$778-$2.1K2026-11-02
NorthAvenue LLC
UNCHANGED4400%$759$743-$162026-10-29
Maseco LLP
NEW2—+2——$371—2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED2200%$380$372-$82026-10-15
Rakuten Securities, Inc.
DECREASED13-2-67%$569$186-$3832026-11-02
Point Nemo Capital, LLC
NEW0—0——$81—2026-11-03
Diversified Trust Co
CLOSED063,306-63,306-100%$12.0M$0-$12.0M2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED053,023-53,023-100%$10.1M$0-$10.1M2026-11-05
Mirae Asset Securities (USA) Inc.
CLOSED050,123-50,123-100%$9.5M$0-$9.5M2026-10-15
Wellington Shields Capital Management, LLC
CLOSED039,062-39,062-100%$7.4M$0-$7.4M2026-11-03
TD Private Client Wealth LLC
CLOSED030,783-30,783-100%$5.8M$0-$5.8M2026-10-28
Money Concepts Capital Corp
CLOSED030,419-30,419-100%$5.8M$0-$5.8M2026-11-06
Arrow Capital Pty Ltd
CLOSED025,000-25,000-100%$4.7M$0-$4.7M2026-11-06
Evergreen Capital Management LLC
CLOSED021,309-21,309-100%$4.0M$0-$4.0M2026-10-23
Imc-Chicago, LLC
CLOSED019,734-19,734-100%$3.7M$0-$3.7M2026-11-05
Family Office Research LLC
CLOSED019,315-19,315-100%$3.7M$0-$3.7M2026-10-14
St. Louis Financial Planners Asset Management, LLC
CLOSED018,187-18,187-100%$3.6M$0-$3.6M2026-10-16
AlphaStar Capital Management, LLC
CLOSED015,980-15,980-100%$3.0M$0-$3.0M2026-10-16
Park Edge Advisors, LLC
CLOSED010,025-10,025-100%$1.9M$0-$1.9M2026-10-28
Wealthstar Advisors, LLC
CLOSED09,622-9,622-100%$1.8M$0-$1.8M2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED08,009-8,009-100%$1.5M$0-$1.5M2026-10-27
Wellington Shields & Co., LLC
CLOSED07,747-7,747-100%$1.5M$0-$1.5M2026-11-03
Scarborough Advisors, LLC
CLOSED07,625-7,625-100%$1.4M$0-$1.4M2026-10-16
Check Capital Management Inc
CLOSED06,978-6,978-100%$1.3M$0-$1.3M2026-11-05
BayBridge Capital Group, LLC
CLOSED03,780-3,780-100%$717.2K$0-$717.2K2026-10-13
Cynosure Group, LLC
CLOSED03,696-3,696-100%$701.2K$0-$701.2K2026-11-03
PCG Asset Management, LLC
CLOSED03,325-3,325-100%$630.9K$0-$630.9K2026-11-05
Waycross Partners, LLC
CLOSED03,151-3,151-100%$597.8K$0-$597.8K2026-11-03
Johnson Financial Group, LLC
CLOSED03,085-3,085-100%$585.3K$0-$585.3K2026-11-03
Collaborative Fund Advisors, LLC
CLOSED02,864-2,864-100%$543.4K$0-$543.4K2026-11-02
Motley Fool Asset Management LLC
CLOSED02,781-2,781-100%$527.6K$0-$527.6K2026-10-27
Financial Solutions Advisory Group, Inc.
CLOSED02,419-2,419-100%$472.2K$0-$472.2K2026-10-28
Laurion Capital Management LP
CLOSED02,026-2,026-100%$384.4K$0-$384.4K2026-10-30
Matauro, LLC
CLOSED02,021-2,021-100%$383.4K$0-$383.4K2026-11-03
Sunesis Advisors, LLC
CLOSED01,961-1,961-100%$372.1K$0-$372.1K2026-10-26
Accuvest Global Advisors
CLOSED01,942-1,942-100%$368.0K$0-$368.0K2026-11-04
Paragon Private Wealth Management, LLC
CLOSED01,874-1,874-100%$355.6K$0-$355.6K2026-10-20
Fulcrum Wealth Advisors, LLC
CLOSED01,831-1,831-100%$347.3K$0-$347.3K2026-10-16
One Wealth Capital Management, LLC
CLOSED01,792-1,792-100%$340.0K$0-$340.0K2026-10-23
M.E. Allison & Co., Inc.
CLOSED01,754-1,754-100%$332.8K$0-$332.8K2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
CLOSED01,743-1,743-100%$330.7K$0-$330.7K2026-10-29
Leslie Global Wealth, LLC
CLOSED01,714-1,714-100%$325.2K$0-$325.2K2026-10-26
Clearwater Capital Advisors, LLC
CLOSED01,678-1,678-100%$318.4K$0-$318.4K2026-11-06
Capstone Capital Management Ltd
CLOSED01,500-1,500-100%$284.6K$0-$284.6K2026-10-21
Amarillo National Bank
CLOSED01,477-1,477-100%$280.2K$0-$280.2K2026-10-23
Sage Mountain Advisors LLC
CLOSED01,426-1,426-100%$270.6K$0-$270.6K2026-11-02
Strategic Equity Management
CLOSED01,289-1,289-100%$244.5K$0-$244.5K2026-11-04
Graham Capital Wealth Management, LLC
CLOSED01,283-1,283-100%$243.4K$0-$243.4K2026-10-26
Collaborative Capital Advisors LLC
CLOSED01,234-1,234-100%$234.1K$0-$234.1K2026-11-06
Navigate Wealth Management, LLC
CLOSED01,232-1,232-100%$238.4K$0-$238.4K2026-10-14
Sageworth Trust Co of South Dakota
CLOSED01,201-1,201-100%$227.9K$0-$227.9K2026-10-30
McAlister, Sweet & Associates, Inc.
CLOSED01,199-1,199-100%$227.5K$0-$227.5K2026-10-07
Central Valley Advisors, LLC
CLOSED01,159-1,159-100%$220.0K$0-$220.0K2026-10-27
Wealthcare Capital Management LLC
CLOSED01,154-1,154-100%$219.0K$0-$219.0K2026-10-21
United Capital Management of KS, Inc.
CLOSED01,134-1,134-100%$215.1K$0-$215.1K2026-11-04
Eagle Global Advisors LLC
CLOSED01,134-1,134-100%$215.1K$0-$215.1K2026-11-02
Bluesphere Advisors LLC
CLOSED01,131-1,131-100%$214.5K$0-$214.5K2026-10-19
Teamwork Financial Advisors, LLC
CLOSED01,116-1,116-100%$211.7K$0-$211.7K2026-10-19
Probity Advisors, Inc.
CLOSED01,100-1,100-100%$208.7K$0-$208.7K2026-10-23
Idaho Trust Co
CLOSED01,088-1,088-100%$206.4K$0-$206.4K2026-11-04
Levin Capital Strategies, L.P.
CLOSED01,074-1,074-100%$203.8K$0-$203.8K2026-11-02
Compass Ion Advisors, LLC
CLOSED01,073-1,073-100%$203.6K$0-$203.6K2026-10-23
Carlson Financial, Inc.
CLOSED01,069-1,069-100%$202.9K$0-$202.9K2026-11-05
Seelaus Asset Management LLC
CLOSED01,068-1,068-100%$202.6K$0-$202.6K2026-10-14
Creekside Partners
CLOSED01,058-1,058-100%$200.7K$0-$200.7K2026-11-04
Verde Capital Management
CLOSED01,056-1,056-100%$200.5K$0-$200.5K2026-10-28
Fulcrum Equity Management
CLOSED01,056-1,056-100%$200.4K$0-$200.4K2026-10-21
Arlington Partners LLC
CLOSED01,012-1,012-100%$192.0K$0-$192.0K2026-10-20
LifeSteps Financial, Inc.
CLOSED0878-878-100%$166.6K$0-$166.6K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED0702-702-100%$133.2K$0-$133.2K2026-10-29
Cornerstone Planning Group LLC
CLOSED0662-662-100%$129.0K$0-$129.0K2026-10-16
Knights of Columbus Asset Advisors LLC
CLOSED0590-590-100%$111.9K$0-$111.9K2026-11-05
Covestor Ltd
CLOSED0554-554-100%$105.0K$0-$105.0K2026-10-30
Axiom Investment Management LLC
CLOSED0398-398-100%$75.5K$0-$75.5K2026-11-03
Wellington Grp LLC
CLOSED0363-363-100%$70.0K$0-$70.0K2026-11-06
Summit Securities Group LLC
CLOSED0312-312-100%$59.2K$0-$59.2K2026-11-05
Commonwealth Retirement Investments LLC
CLOSED0277-277-100%$52.6K$0-$52.6K2026-10-26
Stone House Investment Management, LLC
CLOSED0201-201-100%$38.0K$0-$38.0K2026-10-23
Gill Capital Partners, LLC
CLOSED0149-149-100%$28.3K$0-$28.3K2026-10-13
West Financial Advisors, LLC
CLOSED0142-142-100%$26.9K$0-$26.9K2026-10-22
Newton One Investments LLC
CLOSED0100-100-100%$19.0K$0-$19.0K2026-10-14
GGM Financial LLC
CLOSED083-83-100%$15.8K$0-$15.8K2026-11-05
Merrithew & Thorsten Inc
CLOSED062-62-100%$11$0-$112026-11-06
Whipplewood Advisors, LLC
CLOSED056-56-100%$10.6K$0-$10.6K2026-10-20
Strengthening Families & Communities, LLC
CLOSED020-20-100%$3.8K$0-$3.8K2026-10-21
MJT & Associates Financial Advisory Group, Inc.
CLOSED06-6-100%$1.1K$0-$1.1K2026-10-07
Evolution Advisers, Inc.
CLOSED04-4-100%$0$0$02026-11-06
Robinson Value Management, Ltd.
CLOSED01-1-100%$190$0-$1902026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.4M$1.5M+$84.1K2026-10-29
BlackRock, Inc.
N/A—110,528,494-110,528,494-100%$21.0B———
State Street Corp
N/A—95,417,318-95,417,318-100%$18.1B———
Vanguard Capital Management LLC
N/A—87,947,095-87,947,095-100%$16.7B———
Capital Research Global Investors
N/A—52,346,255-52,346,255-100%$9.9B———
JPMorgan Chase & Co
N/A—37,167,727-37,167,727-100%$7.0B———
Dodge & COX
N/A—35,113,249-35,113,249-100%$6.7B———
Morgan Stanley
N/A—30,933,048-30,933,048-100%$5.9B———
Vanguard Portfolio Management LLC
N/A—26,141,915-26,141,915-100%$5.0B———
Bank of America Corp
N/A—24,345,900-24,345,900-100%$4.6B———
Capital International Investors
N/A—22,098,385-22,098,385-100%$4.2B———
Norges Bank
N/A—19,952,281-19,952,281-100%$3.8B———
Franklin Resources Inc
N/A—12,263,638-12,263,638-100%$2.3B———
Northern Trust Corp
N/A—12,034,812-12,034,812-100%$2.3B———
Massachusetts Financial Services Co
N/A—11,737,526-11,737,526-100%$2.2B———
Invesco Ltd.
N/A—11,230,174-11,230,174-100%$2.1B———
UBS Group AG
N/A—10,787,134-10,787,134-100%$2.0B———
Charles Schwab Investment Management Inc
N/A—10,579,505-10,579,505-100%$2.0B———
Goldman Sachs Group Inc
N/A—10,210,678-10,210,678-100%$1.9B———
Capital World Investors
N/A—9,906,921-9,906,921-100%$1.9B———
FMR LLC
N/A—9,868,869-9,868,869-100%$1.9B———
Alliancebernstein L.P.
N/A—8,802,402-8,802,402-100%$1.7B———
Wells Fargo & Company
N/A—8,800,226-8,800,226-100%$1.7B———
UBS Asset Management Americas LLC
N/A—8,693,939-8,693,939-100%$1.6B———
Vanguard Fiduciary Trust Co
N/A—7,561,686-7,561,686-100%$1.4B———
Royal Bank of Canada
N/A—7,328,894-7,328,894-100%$1.4B———
Legal & General Group Plc
N/A—6,679,261-6,679,261-100%$1.3B———
Nuveen, LLC
N/A—5,847,303-5,847,303-100%$1.1B———
Clearbridge Investments, LLC
N/A—4,664,177-4,664,177-100%$884.9M———
Raymond James Financial Inc
N/A—4,577,612-4,577,612-100%$868.5M———
Ameriprise Financial Inc
N/A—4,173,539-4,173,539-100%$792.1M———
Swiss National Bank
N/A—3,796,181-3,796,181-100%$720.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,776,716-3,776,716-100%$716.6M———
Price T Rowe Associates Inc
N/A—3,470,614-3,470,614-100%$658.5M———
Van Eck Associates Corp
N/A—3,396,092-3,396,092-100%$644.3M———
SG Americas Securities, LLC
N/A—3,370,133-3,370,133-100%$639.4M———
Envestnet Asset Management Inc
N/A—3,368,501-3,368,501-100%$639.1M———
Point72 Asset Management, L.P.
N/A—3,298,107-3,298,107-100%$625.7M———
Capital Wealth Planning, LLC
N/A—3,145,615-3,145,615-100%$596.8M———
Two Sigma Investments, LP
N/A—3,108,337-3,108,337-100%$589.7M———
National Pension Service
N/A—2,929,485-2,929,485-100%$555.8M———
Vanguard Global Advisers, LLC
N/A—2,907,239-2,907,239-100%$551.6M———
CIBC Bancorp USA Inc.
N/A—2,854,962-2,854,962-100%$542.1M———
Vanguard Asset Management, Ltd
N/A—2,775,034-2,775,034-100%$526.5M———
D. E. Shaw & Co., Inc.
N/A—2,760,281-2,760,281-100%$523.7M———
AQR Capital Management LLC
N/A—2,630,468-2,630,468-100%$496.6M———
Canada Pension Plan Investment Board
N/A—2,544,072-2,544,072-100%$482.7M———
California Public Employees Retirement System
N/A—2,533,579-2,533,579-100%$480.7M———
HSBC Holdings PLC
N/A—2,468,326-2,468,326-100%$467.8M———
Stifel Financial Corp
N/A—2,190,766-2,190,766-100%$415.7M———
Rhumbline Advisers
N/A—2,109,734-2,109,734-100%$400.3M———
Artisan Partners Limited Partnership
N/A—2,089,380-2,089,380-100%$396.4M———
California State Teachers Retirement System
N/A—2,054,668-2,054,668-100%$389.8M———
Neuberger Berman Group LLC
N/A—1,930,153-1,930,153-100%$366.2M———
Citadel Advisors LLC
N/A—1,907,254-1,907,254-100%$361.9M———
Jones Financial Companies Lllp
N/A—1,830,823-1,830,823-100%$344.4M———
BNP Paribas Financial Markets
N/A—1,804,315-1,804,315-100%$342.3M———
HighTower Advisors, LLC
N/A—1,666,680-1,666,680-100%$316.2M———
Haverford Trust Co
N/A—1,660,453-1,660,453-100%$315.0M———
Voya Investment Management LLC
N/A—1,653,848-1,653,848-100%$313.8M———
New York State Common Retirement Fund
N/A—1,552,873-1,552,873-100%$294.6M———
Maverick Capital LTD
N/A—1,550,533-1,550,533-100%$294.2M———
Wellington Management Group LLP
N/A—1,500,854-1,500,854-100%$284.8M———
PointState Capital LP
N/A—1,491,395-1,491,395-100%$283.0M———
Natixis Advisors, LLC
N/A—1,481,439-1,481,439-100%$281.1M———
Adage Capital Partners GP, L.L.C.
N/A—1,434,057-1,434,057-100%$272.1M———
1832 Asset Management L.P.
N/A—1,393,723-1,393,723-100%$264.4M———
Bank of Montreal
N/A—1,262,062-1,262,062-100%$239.5M———
American Century Companies Inc
N/A—1,238,913-1,238,913-100%$235.1M———
Cerity Partners LLC
N/A—1,237,321-1,237,321-100%$234.8M———
Millennium Management LLC
N/A—1,233,514-1,233,514-100%$234.0M———
Prudential Financial Inc
N/A—1,223,496-1,223,496-100%$232.1M———
SEI Investments Co
N/A—1,221,545-1,221,545-100%$231.8M———
Public Employees Retirement Association of Colorado
N/A—1,203,086-1,203,086-100%$228.3M———
Marshall Wace, LLP
N/A—1,199,165-1,199,165-100%$227.5M———
Aviva PLC
N/A—1,177,603-1,177,603-100%$223.4M———
State Board of Administration of Florida Retirement System
N/A—1,156,423-1,156,423-100%$219.4M———
Cullen Capital Management, LLC
N/A—1,151,388-1,151,388-100%$218.5M———
Worldquant Millennium Advisors LLC
N/A—1,109,521-1,109,521-100%$210.5M———
Quantinno Capital Management LP
N/A—1,101,017-1,101,017-100%$208.9M———
Jupiter Topco LLC
N/A—1,085,844-1,085,844-100%$206.0M———
Balyasny Asset Management L.P.
N/A—1,072,575-1,072,575-100%$203.5M———
Danske Bank A/S
N/A—1,054,267-1,054,267-100%$200.0M———
Huntington National Bank
N/A—1,037,805-1,037,805-100%$196.9M———
Korea Investment Corp
N/A—995,658-995,658-100%$188.9M———
Alkeon Capital Management LLC
N/A—890,000-890,000-100%$168.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—888,053-888,053-100%$168.5M———
Freestone Grove Partners LP
N/A—830,532-830,532-100%$157.6M———
Rathbones Group PLC
N/A—791,638-791,638-100%$150.2M———
National Bank of Canada
N/A—774,999-774,999-100%$147.0M———
Janney Montgomery Scott LLC
N/A—773,249-773,249-100%$146.7M———
First Trust Advisors LP
N/A—769,217-769,217-100%$145.9M———
Jennison Associates LLC
N/A—764,638-764,638-100%$145.1M———
Manufacturers Life Insurance Company, the
N/A—760,603-760,603-100%$144.3M———
Vident Advisory, LLC
N/A—744,578-744,578-100%$141.3M———
Canada Life Assurance Co
N/A—719,773-719,773-100%$136.3M———
State of Wisconsin Investment Board
N/A—717,946-717,946-100%$136.2M———
Baird Financial Group, Inc.
N/A—696,651-696,651-100%$132.2M———
Capital International, Inc.
N/A—695,548-695,548-100%$132.0M———
Qube Research & Technologies Ltd
N/A—691,801-691,801-100%$131.3M———
Cetera Investment Advisers
N/A—688,129-688,129-100%$130.6M———
Woodline Partners LP
N/A—684,529-684,529-100%$129.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—683,515-683,515-100%$129.7M———
Federated Hermes, Inc.
N/A—680,662-680,662-100%$129.1M———
Chevy Chase Trust Holdings, LLC
N/A—666,370-666,370-100%$126.4M———
Rockefeller Capital Management L.P.
N/A—652,270-652,270-100%$123.8M———
Commerce Bank
N/A—639,400-639,400-100%$121.3M———
Fayez Sarofim & Co
N/A—630,754-630,754-100%$119.7M———
Royal London Asset Management LTD
N/A—625,346-625,346-100%$118.6M———
Ensign Peak Advisors, Inc
N/A—615,578-615,578-100%$116.8M———
Vanguard Investments Australia, Ltd.
N/A—607,646-607,646-100%$115.3M———
Susquehanna International Group, LLP
N/A—606,426-606,426-100%$115.1M———
Crawford Investment Counsel Inc
N/A—605,026-605,026-100%$114.8M———
Sequoia Financial Advisors, LLC
N/A—601,888-601,888-100%$114.2M———
Treasurer of the State of North Carolina
N/A—574,583-574,583-100%$109.0M———
M&T Bank Corp
N/A—567,811-567,811-100%$107.7M———
Northwestern Mutual Wealth Management Co
N/A—563,777-563,777-100%$107.0M———
MAI Capital Management
N/A—559,638-559,638-100%$106.2M———
Victory Capital Management Inc
N/A—557,526-557,526-100%$105.8M———
Schonfeld Strategic Advisors LLC
N/A—549,664-549,664-100%$104.3M———
Munro Partners
N/A—541,675-541,675-100%$102.8M———
Mariner, LLC
N/A—532,067-532,067-100%$100.9M———
Clark Capital Management Group, Inc.
N/A—527,342-527,342-100%$100.1M———
Public Employees Retirement System of Ohio
N/A—518,151-518,151-100%$98.3M———
Man Group plc
N/A—517,967-517,967-100%$98.3M———
MML Investors Services, LLC
N/A—517,859-517,859-100%$98.3M———
Lazard Asset Management LLC
N/A—511,319-511,319-100%$97.0M———
TD Asset Management Inc
N/A—509,191-509,191-100%$96.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—508,276-508,276-100%$95.8M———
Captrust Financial Advisors
N/A—499,875-499,875-100%$94.8M———
Teacher Retirement System of Texas
N/A—497,543-497,543-100%$94.4M———
Empower Advisory Group, LLC
N/A—497,192-497,192-100%$94.3M———
Osaic Holdings, Inc.
N/A—492,226-492,226-100%$93.5M———
Penserra Capital Management LLC
N/A—491,549-491,549-100%$93.2M———
Nomura Asset Management Co LTD
N/A—484,085-484,085-100%$91.8M———
Kinetic Partners Management, LP
N/A—469,300-469,300-100%$89.0M———
State of Tennessee, Department of Treasury
N/A—460,423-460,423-100%$87.4M———
Caisse de Depot ET Placement DU Quebec
N/A—457,320-457,320-100%$86.8M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—445,204-445,204-100%$84.5M———
Whittier Trust Co
N/A—445,056-445,056-100%$89.6M———
Atalanta Sosnoff Capital, LLC
N/A—440,257-440,257-100%$83.5M———
Mercer Global Advisors Inc
N/A—434,209-434,209-100%$82.4M———
Toronto Dominion Bank
N/A—410,921-410,921-100%$78.0M———
Blair William & Co
N/A—400,248-400,248-100%$75.9M———
Bank of Nova Scotia
N/A—394,540-394,540-100%$74.9M———
Donaldson Capital Management, LLC
N/A—393,318-393,318-100%$74.6M———
Advisors Capital Management, LLC
N/A—392,262-392,262-100%$74.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—391,026-391,026-100%$74.2M———
Lord, Abbett & Co. LLC
N/A—388,496-388,496-100%$73.7M———
Resona Asset Management Co.,Ltd.
N/A—385,770-385,770-100%$73.0M———
Defiance ETFs, LLC
N/A—384,717-384,717-100%$73.8M———
BNP Paribas Asset Management Holding S.A.
N/A—377,728-377,728-100%$71.7M———
Primecap Management Co
N/A—375,962-375,962-100%$71.3M———
Allianz Asset Management GmbH
N/A—360,152-360,152-100%$68.3M———
CI Investments Inc.
N/A—359,735-359,735-100%$68.3M———
Zurich Insurance Group Ltd
N/A—358,849-358,849-100%$68.1M———
ING Groep NV
N/A—346,828-346,828-100%$65.8M———
Rafferty Asset Management, LLC
N/A—338,252-338,252-100%$64.2M———
Becker Capital Management Inc
N/A—336,393-336,393-100%$63.8M———
Ilex Capital Partners (UK) LLP
N/A—333,489-333,489-100%$63.3M———
Davis R M Inc
N/A—318,890-318,890-100%$60.5M———
Heritage Wealth Advisors
N/A—312,800-312,800-100%$59.3M———
Gilder Gagnon Howe & Co LLC
N/A—312,470-312,470-100%$59.3M———
O'shaughnessy Asset Management, LLC
N/A—310,439-310,439-100%$58.9M———
Klingenstein Fields & Co LP
N/A—308,290-308,290-100%$58.5M———
MetLife Investment Management, LLC
N/A—308,126-308,126-100%$58.5M———
Nearwater Capital Markets, Ltd
N/A—305,000-305,000-100%$57.9M———
Trexquant Investment LP
N/A—300,311-300,311-100%$57.0M———
Panagora Asset Management Inc
N/A—299,772-299,772-100%$56.9M———
Brown Advisory Inc
N/A—299,068-299,068-100%$56.7M———
J. Stern & Co. LLP
N/A—294,500-294,500-100%$55.9M———
Arax Advisory Partners
N/A—279,030-279,030-100%$52.9M———
&partners
N/A—268,122-268,122-100%$50.9M———
Public Sector Pension Investment Board
N/A—266,192-266,192-100%$50.5M———
Capitolis Liquid Global Markets LLC
N/A—257,748-257,748-100%$48.9M———
Peapack Gladstone Financial Corp
N/A—257,310-257,310-100%$48.8M———
Steward Partners Investment Advisory, LLC
N/A—254,898-254,898-100%$48.4M———
Atlantic Union Bankshares Corp
N/A—247,524-247,524-100%$47.0M———
AE Wealth Management LLC
N/A—243,204-243,204-100%$46.1M———
Alyeska Investment Group, L.P.
N/A—242,105-242,105-100%$45.9M———
CIBC World Market Inc.
N/A—239,016-239,016-100%$45.3M———
Zacks Investment Management
N/A—237,345-237,345-100%$45.0M———
Pinebridge Investments LLC
N/A—237,130-237,130-100%$45.0M———
Renaissance Technologies LLC
N/A—234,046-234,046-100%$44.4M———
Foundations Investment Advisors, LLC
N/A—228,910-228,910-100%$43.4M———
Empowered Funds, LLC
N/A—226,939-226,939-100%$43.1M———
QRG Capital Management, Inc.
N/A—226,195-226,195-100%$42.9M———
Vanguard Personalized Indexing Management, LLC
N/A—224,544-224,544-100%$42.6M———
GW&K Investment Management, LLC
N/A—221,719-221,719-100%$42.1M———
Mark Asset Management LP
N/A—220,762-220,762-100%$41.9M———
NorthCoast Asset Management LLC
N/A—219,999-219,999-100%$41.7M———
Squarepoint Ops LLC
N/A—219,815-219,815-100%$41.7M———
Beacon Pointe Advisors, LLC
N/A—219,131-219,131-100%$41.6M———
RWA Wealth Partners, LLC
N/A—218,399-218,399-100%$41.4M———
Nomura Asset Management International Inc.
N/A—218,136-218,136-100%$41.4M———
Vinva Investment Management Ltd
N/A—216,071-216,071-100%$40.5M———
Hemenway Trust Co LLC
N/A—215,098-215,098-100%$40.8M———
EP Wealth Advisors, LLC
N/A—213,999-213,999-100%$40.6M———
Whittier Trust Co of Nevada Inc
N/A—209,354-209,354-100%$42.0M———
United Capital Financial Advisors, LLC
N/A—208,766-208,766-100%$39.6M———
Blue Sparrow, LLC
N/A—208,000-208,000-100%$39.5M———
Thomasville National Bank
N/A—205,711-205,711-100%$39.0M———
Utah Retirement Systems
N/A—204,803-204,803-100%$38.9M———
Federation des caisses Desjardins du Quebec
N/A—204,514-204,514-100%$38.8M———
Macquarie Group LTD
N/A—202,988-202,988-100%$38.5M———
Pathstone Holdings, LLC
N/A—202,976-202,976-100%$38.7M———
Police & Firemen's Retirement System of New Jersey
N/A—202,133-202,133-100%$38.4M———
British Columbia Investment Management Corp
N/A—201,870-201,870-100%$38.3M———
Gotham Asset Management, LLC
N/A—199,494-199,494-100%$37.8M———
Curi Capital, LLC
N/A—193,906-193,906-100%$36.8M———
Clough Capital Partners L P
N/A—193,581-193,581-100%$36.7M———
Tudor Investment Corp ET AL
N/A—192,218-192,218-100%$36.5M———
Tredje Ap-fonden
N/A—189,600-189,600-100%$36.0M———
Arrowstreet Capital, Limited Partnership
N/A—188,601-188,601-100%$35.8M———
Hancock Prospecting Pty Ltd
N/A—183,600-183,600-100%$34.8M———
Cresset Asset Management, LLC
N/A—183,074-183,074-100%$34.7M———
Albar Capital Partners LLP
N/A—181,149-181,149-100%$34.4M———
Bradley Foster & Sargent Inc
N/A—180,651-180,651-100%$34.3M———
Scotia Capital Inc.
N/A—180,250-180,250-100%$34.2M———
Tocqueville Asset Management L.P.
N/A—180,201-180,201-100%$34.2M———
Steigerwald, Gordon & Koch Inc.
N/A—179,530-179,530-100%$34.1M———
Nissay Asset Management Corp N
N/A—178,931-178,931-100%$33.9M———
Fiduciary Trust Co
N/A—178,211-178,211-100%$33.8M———
Credit Agricole S A
N/A—178,191-178,191-100%$33.8M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—175,863-175,863-100%$33.4M———
Pinnacle Financial Partners, Inc.
N/A—175,179-175,179-100%$33.2M———
Stillwater Capital Advisors, LLC
N/A—172,121-172,121-100%$32.7M———
Equitable Holdings, Inc.
N/A—171,288-171,288-100%$32.5M———
HM Payson & Co
N/A—170,396-170,396-100%$32.3M———
LOS Angeles Capital Management LLC
N/A—167,461-167,461-100%$31.8M———
Shelton Capital Management
N/A—165,589-165,589-100%$31.4M———
Rings Capital Management LLC
N/A—165,000-165,000-100%$31.3M———
Clarity Financial LLC
N/A—160,523-160,523-100%$30.5M———
Voloridge Investment Management, LLC
N/A—159,865-159,865-100%$30.3M———
Hudson Bay Capital Management LP
N/A—159,316-159,316-100%$30.2M———
Cary Street Partners Financial LLC
N/A—158,962-158,962-100%$30.2M———
Ingalls & Snyder LLC
N/A—158,163-158,163-100%$30.0M———
Brown Brothers Harriman & Co
N/A—157,970-157,970-100%$30.0M———
Investment Management Corp of Ontario
N/A—155,847-155,847-100%$29.6M———
Teachers Retirement System of the State of Kentucky
N/A—154,243-154,243-100%$29.3M———
First National Bank of Omaha
N/A—153,804-153,804-100%$29.0M———
Jane Street Group, LLC
N/A—151,864-151,864-100%$28.8M———
Banco Santander, S.A.
N/A—150,325-150,325-100%$28.5M———
Martingale Asset Management L P
N/A—148,783-148,783-100%$28.2M———
Iron Gate Global Advisors LLC
N/A—145,998-145,998-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—145,837-145,837-100%$27.7M———
General Pension Society PZU Joint Stock Co
N/A—142,005-142,005-100%$26.9M———
Capital Analysts, LLC
N/A—141,743-141,743-100%$26.9M———
Walleye Capital LLC
N/A—139,645-139,645-100%$26.5M———
Private Advisor Group, LLC
N/A—139,597-139,597-100%$26.5M———
Wealthfront Advisers LLC
N/A—134,983-134,983-100%$25.6M———
Jain Global LLC
N/A—134,776-134,776-100%$25.6M———
Bartlett & Co. Wealth Management LLC
N/A—134,302-134,302-100%$25.5M———
Systematic Alpha Investments, LLC
N/A—134,190-134,190-100%$25.5M———
Tidal Investments LLC
N/A—133,911-133,911-100%$25.4M———
Windward Capital Management Co
N/A—132,879-132,879-100%$25.2M———
Focus Partners Wealth
N/A—130,448-130,448-100%$24.8M———
Tiaa Wealth Investment Management LLC
N/A—127,256-127,256-100%$24.1M———
Nomura Holdings Inc
N/A—126,947-126,947-100%$24.1M———
NWI Management LP
N/A—126,000-126,000-100%$23.9M———
Cannell & Spears LLC
N/A—125,107-125,107-100%$23.7M———
Integrated Wealth Concepts LLC
N/A—122,476-122,476-100%$23.2M———
Benjamin Edwards Inc
N/A—121,834-121,834-100%$23.1M———
Mufg Securities Emea plc
N/A—121,583-121,583-100%$23.1M———
Capital Fund Management S.A.
N/A—121,298-121,298-100%$23.0M———
Mediolanum International Funds Ltd
N/A—119,771-119,771-100%$22.4M———
Elo Mutual Pension Insurance Co
N/A—119,036-119,036-100%$22.6M———
Orion Porfolio Solutions, LLC
N/A—116,240-116,240-100%$22.1M———
SCS Capital Management LLC
N/A—115,887-115,887-100%$22.0M———
Delta Asset Management LLC
N/A—115,183-115,183-100%$21.9M———
Intech Investment Management LLC
N/A—114,947-114,947-100%$21.8M———
Voleon Capital Management LP
N/A—114,865-114,865-100%$21.8M———
Lone Peak Global Investors LLC
N/A—114,561-114,561-100%$21.7M———
Callan Family Office, LLC
N/A—114,183-114,183-100%$21.7M———
Bragg Financial Advisors, Inc
N/A—113,937-113,937-100%$21.6M———
Wesleyan Assurance Society
N/A—113,678-113,678-100%$21.6M———
Aptus Capital Advisors, LLC
N/A—110,193-110,193-100%$20.9M———
Broderick Brian C
N/A—109,363-109,363-100%$20.7M———
IEQ Capital, LLC
N/A—108,476-108,476-100%$20.6M———
Pacer Advisors, Inc.
N/A—108,066-108,066-100%$20.5M———
Argent Trust Co
N/A—107,474-107,474-100%$20.4M———
Mizuho Securities USA LLC
N/A—105,430-105,430-100%$20.0M———
Tower Bridge Advisors
N/A—103,955-103,955-100%$19.7M———
Lathrop Investment Management Co
N/A—103,942-103,942-100%$19.7M———
Stephens Inc
N/A—101,474-101,474-100%$19.3M———
Allstate Corp
N/A—100,363-100,363-100%$19.0M———
Venturi Wealth Management, LLC
N/A—99,688-99,688-100%$18.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—99,243-99,243-100%$18.8M———
Omers Administration Corp
N/A—96,386-96,386-100%$18.3M———
Silvercrest Asset Management Group LLC
N/A—96,342-96,342-100%$18.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—96,144-96,144-100%$18.2M———
Novare Capital Management LLC
N/A—95,423-95,423-100%$18.1M———
Engineers Gate Manager LP
N/A—94,442-94,442-100%$17.9M———
Connors Investor Services Inc
N/A—93,893-93,893-100%$17.8M———
Skba Capital Management LLC
N/A—93,614-93,614-100%$17.8M———
Epoch Investment Partners, Inc.
N/A—92,770-92,770-100%$17.6M———
Ancora Advisors LLCA
N/A—89,684-89,684-100%$17.0M———
Strategic Wealth Partners, Ltd.
N/A—87,588-87,588-100%$16.6M———
Covington Investment Advisors Inc.
N/A—86,635-86,635-100%$16.4M———
Haverford Financial Services, Inc.
N/A—86,357-86,357-100%$16.4M———
Spinnaker Trust
N/A—86,253-86,253-100%$16.4M———
McMillan Office, Inc.
N/A—85,520-85,520-100%$16.2M———
Cambient Family Office, LLC
N/A—84,674-84,674-100%$16.1M———
Kentucky Retirement Systems
N/A—84,463-84,463-100%$16.0M———
Norinchukin Bank, The
N/A—84,303-84,303-100%$16.0M———
NewEdge Advisors, LLC
N/A—82,703-82,703-100%$15.7M———
Scopus Asset Management, L.P.
N/A—82,577-82,577-100%$15.7M———
Lowe Brockenbrough & Co Inc
N/A—82,021-82,021-100%$15.6M———
Fiduciary Group, LLC
N/A—79,536-79,536-100%$15.1M———
Capital Group Private Client Services, Inc.
N/A—79,456-79,456-100%$15.1M———
Hantz Financial Services, Inc.
N/A—76,857-76,857-100%$14.0K———
Laffer Tengler Investments, Inc.
N/A—76,724-76,724-100%$14.6M———
Summit Trail Advisors, LLC
N/A—75,758-75,758-100%$14.4M———
South Street Advisors LLC
N/A—75,289-75,289-100%$14.3M———
SlateStone Wealth, LLC
N/A—75,104-75,104-100%$14.2M———
Framtiden Holdings Management Co LLC
N/A—75,000-75,000-100%$14.2M———
Bleakley Financial Group, LLC
N/A—74,803-74,803-100%$14.2M———
Vestmark Advisory Solutions, Inc.
N/A—74,469-74,469-100%$14.1M———
Arkadios Wealth Advisors
N/A—74,467-74,467-100%$14.1M———
CSM Advisors, LLC
N/A—74,289-74,289-100%$14.1M———
Global Retirement Partners, LLC
N/A—73,028-73,028-100%$13.9M———
LRI Investments, LLC
N/A—72,271-72,271-100%$13.7M———
Freestone Capital Holdings, LLC
N/A—71,370-71,370-100%$13.5M———
Essex Financial Services, Inc.
N/A—71,156-71,156-100%$13.5M———
German American Bancorp, Inc.
N/A—70,094-70,094-100%$13.3M———
Bessemer Group Inc
N/A—69,673-69,673-100%$13.2M———
South Dakota Investment Council
N/A—69,564-69,564-100%$13.2M———
Circle Wealth Management, LLC
N/A—69,555-69,555-100%$13.2M———
First Manhattan Co. Llc.
N/A—69,427-69,427-100%$13.2M———
Sfmg, LLC
N/A—69,335-69,335-100%$13.2M———
Horizon Investments, LLC
N/A—69,115-69,115-100%$13.1M———
Coldstream Capital Management Inc
N/A—68,604-68,604-100%$13.0M———
Emerald Investment Advisers, LLC
N/A—68,291-68,291-100%$13.0M———
Puzo Michael J
N/A—67,846-67,846-100%$12.9M———
Rice Partnership, LLC
N/A—66,981-66,981-100%$12.7M———
Kidder Stephen W
N/A—65,321-65,321-100%$12.4M———
Capital International Sarl
N/A—64,964-64,964-100%$12.3M———
Acadian Asset Management LLC
N/A—64,252-64,252-100%$12.2M———
Pettyjohn, Wood & White, Inc
N/A—64,002-64,002-100%$12.1M———
Flputnam Investment Management Co
N/A—63,695-63,695-100%$12.1M———
Altrinsic Global Advisors LLC
N/A—62,941-62,941-100%$11.9M———
World Investment Advisors
N/A—62,553-62,553-100%$12.1M———
Baldwin Investment Management, LLC
N/A—62,019-62,019-100%$11.8M———
Principal Securities, Inc.
N/A—61,777-61,777-100%$11.7M———
Somerville Kurt F
N/A—59,474-59,474-100%$11.3M———
Picton Mahoney Asset Management
N/A—59,425-59,425-100%$11.3M———
Modern Wealth Management, LLC
N/A—58,476-58,476-100%$11.1M———
Waverly Advisors, LLC
N/A—58,406-58,406-100%$11.1M———
Stratos Investment Management, LLC
N/A—58,060-58,060-100%$11.0M———
Cinctive Capital Management LP
N/A—57,734-57,734-100%$11.0M———
Advisory Services Network, LLC
N/A—57,540-57,540-100%$10.9M———
Coastal Bridge Advisors, LLC
N/A—57,038-57,038-100%$10.8M———
Resources Management Corp
N/A—55,632-55,632-100%$10.6M———
Teewinot Capital Advisers, L.L.C.
N/A—55,191-55,191-100%$10.5M———
Evercore Wealth Management, LLC
N/A—55,024-55,024-100%$10.4M———
Riverstone Advisors, LLC
N/A—53,453-53,453-100%$10.1M———
Gabelli Funds LLC
N/A—53,146-53,146-100%$10.1M———
Arete Wealth Advisors, LLC
N/A—52,926-52,926-100%$10.0M———
Graham Capital Management, L.P.
N/A—52,871-52,871-100%$10.0M———
Envestnet Portfolio Solutions, Inc.
N/A—52,046-52,046-100%$9.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—51,745-51,745-100%$9.8M———
Birmingham Capital Management Co Inc
N/A—51,644-51,644-100%$9.8M———
Kera Capital Partners, Inc.
N/A—51,554-51,554-100%$9.8M———
L & S Advisors Inc
N/A—50,033-50,033-100%$9.5M———
Snowden Capital Advisors LLC
N/A—49,724-49,724-100%$9.4M———
Empirical Finance, LLC
N/A—48,710-48,710-100%$9.2M———
New Age Alpha Advisors, LLC
N/A—48,346-48,346-100%$9.2M———
Kingsview Wealth Management, LLC
N/A—48,082-48,082-100%$9.1M———
Prudential PLC
N/A—48,062-48,062-100%$9.1M———
Concentric Capital Strategies, LP
N/A—48,017-48,017-100%$9.1M———
SIT Investment Associates Inc
N/A—47,580-47,580-100%$9.0M———
Whalerock Point Partners, LLC
N/A—47,294-47,294-100%$9.0M———
Sienna Gestion
N/A—47,213-47,213-100%$8.9M———
Burling Wealth Partners, LLC
N/A—46,912-46,912-100%$8.9M———
Summit Financial, LLC
N/A—46,509-46,509-100%$8.8M———
Verition Fund Management LLC
N/A—46,332-46,332-100%$8.8M———
Bellars Harris Wealth Management, LLC
N/A—46,072-46,072-100%$8.7M———
Graybill Wealth Management, Ltd.
N/A—45,164-45,164-100%$8.6M———
FIL Ltd
N/A—44,547-44,547-100%$8.5M———
Pure Financial Advisors, LLC
N/A—44,222-44,222-100%$8.4M———
Sound View Wealth Advisors Group, LLC
N/A—44,189-44,189-100%$8.4M———
Metis Global Partners, LLC
N/A—44,057-44,057-100%$8.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—43,397-43,397-100%$8.2M———
Opal Capital LLC
N/A—43,234-43,234-100%$8.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—43,177-43,177-100%$8.2M———
Erste Asset Management GmbH
N/A—42,644-42,644-100%$8.0M———
D L Carlson Investment Group Inc
N/A—42,469-42,469-100%$8.1M———
Edmond de Rothschild Holding S.A.
N/A—42,311-42,311-100%$8.0M———
Susquehanna Fundamental Investments, LLC
N/A—42,107-42,107-100%$8.0M———
Bayberry Capital Partners LP
N/A—41,900-41,900-100%$7.9M———
Notis-McConarty Edward
N/A—41,681-41,681-100%$7.9M———
Lifeworks Advisors, LLC
N/A—41,628-41,628-100%$7.9M———
Sand Hill Global Advisors, LLC
N/A—41,425-41,425-100%$7.9M———
Independent Advisor Alliance
N/A—41,366-41,366-100%$7.8M———
Rothschild Investment LLC
N/A—41,016-41,016-100%$7.8M———
Azimuth Capital Investment Management LLC
N/A—40,873-40,873-100%$7.8M———
NewEdge Wealth, LLC
N/A—40,818-40,818-100%$7.7M———
Entropy Technologies, LP
N/A—40,756-40,756-100%$7.7M———
Mufg Securities Americas Inc.
N/A—40,560-40,560-100%$7.7M———
Mutual Advisors, LLC
N/A—40,314-40,314-100%$7.6M———
Vega Investment Solutions
N/A—39,870-39,870-100%$7.6M———
Mark Sheptoff Financial Planning, LLC
N/A—39,816-39,816-100%$7.6M———
Numerai GP LLC
N/A—39,603-39,603-100%$7.5M———
Vectors Research Management, LLC
N/A—39,174-39,174-100%$7.4M———
RiverFront Investment Group, LLC
N/A—39,079-39,079-100%$7.4M———
Savvy Advisors, Inc.
N/A—38,745-38,745-100%$7.4M———
Ballentine Partners, LLC
N/A—38,443-38,443-100%$7.3M———
Amica Mutual Insurance Co
N/A—38,288-38,288-100%$7.3M———
Caisse DES Depots ET Consignations
N/A—38,102-38,102-100%$7.2M———
Segall Bryant & Hamill, LLC
N/A—37,914-37,914-100%$7.2M———
Nordea Investment Management AB
N/A—37,267-37,267-100%$7.0M———
Pine Valley Investments Ltd Liability Co
N/A—37,022-37,022-100%$7.0M———
Focus Partners Advisor Solutions, LLC
N/A—36,822-36,822-100%$7.0M———
IFG Advisory, LLC
N/A—36,669-36,669-100%$7.0M———
Charter Research & Investment Group, Inc.
N/A—36,504-36,504-100%$6.9M———
DCM Advisors, LLC
N/A—36,417-36,417-100%$6.9M———
Liberty One Investment Management, LLC
N/A—36,366-36,366-100%$6.9M———
Clear Street Group Inc.
N/A—35,862-35,862-100%$6.8M———
OneDigital Investment Advisors LLC
N/A—35,861-35,861-100%$6.8M———
IHT Wealth Management, LLC
N/A—35,618-35,618-100%$6.8M———
Canada Post Corp Registered Pension Plan
N/A—35,219-35,219-100%$6.7M———
F/m Investments LLC
N/A—35,091-35,091-100%$6.7M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—35,051-35,051-100%$6.7M———
Choate Investment Advisors
N/A—34,952-34,952-100%$6.6M———
Titan Global Capital Management USA LLC
N/A—34,947-34,947-100%$6.6M———
First National Advisers, LLC
N/A—34,676-34,676-100%$6.6M———
Wealthspire Advisors, LLC
N/A—34,636-34,636-100%$6.6M———
Delaney Dennis R
N/A—34,599-34,599-100%$6.6M———
Pallas Capital Advisors LLC
N/A—34,481-34,481-100%$6.5M———
Elefante Mark B
N/A—34,438-34,438-100%$6.5M———
Nicolet Bankshares Inc
N/A—34,358-34,358-100%$6.7M———
XTX Topco Ltd
N/A—34,281-34,281-100%$6.5M———
Auxier Asset Management LLC
N/A—34,238-34,238-100%$6.5M———
Keebeck Wealth Management
N/A—33,963-33,963-100%$6.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—33,782-33,782-100%$6.4M———
Maven Securities LTD
N/A—33,658-33,658-100%$6.4M———
ABN Amro Bank N.V.
N/A—33,334-33,334-100%$6.3M———
Gladstone Institutional Advisory LLC
N/A—33,286-33,286-100%$6.3M———
Brasada Capital Management, LP
N/A—33,194-33,194-100%$6.3M———
Composition Wealth, LLC
N/A—33,186-33,186-100%$6.3M———
Harbour Investments, Inc.
N/A—33,126-33,126-100%$6.3M———
IFC Advisors LLC
N/A—33,009-33,009-100%$6.3M———
Meeder Advisory Services, Inc.
N/A—32,900-32,900-100%$6.2M———
Quantbot Technologies LP
N/A—32,829-32,829-100%$6.2M———
Fidelis Capital Partners, LLC
N/A—32,325-32,325-100%$6.1M———
Envision Financial Transparency, LLC
N/A—32,000-32,000-100%$3.2M———
Dempze Nancy E
N/A—31,857-31,857-100%$6.0M———
Johnson Investment Counsel Inc
N/A—31,393-31,393-100%$6.0M———
Boothbay Fund Management, LLC
N/A—31,186-31,186-100%$5.9M———
Roundview Capital LLC
N/A—31,130-31,130-100%$5.9M———
Simmons Bank
N/A—30,565-30,565-100%$5.8M———
Van Hulzen Asset Management, LLC
N/A—29,971-29,971-100%$5.7M———
Brevan Howard Capital Management LP
N/A—29,710-29,710-100%$5.6M———
CreativeOne Wealth, LLC
N/A—29,515-29,515-100%$5.6M———
PDT Partners, LLC
N/A—29,444-29,444-100%$5.6M———
Arvest Bank Trust Division
N/A—29,255-29,255-100%$5.6M———
Peloton Wealth Strategists
N/A—29,125-29,125-100%$5.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—28,937-28,937-100%$5.5M———
S&CO Inc
N/A—28,883-28,883-100%$5.5M———
Thoroughbred Financial Services, LLC
N/A—28,702-28,702-100%$5.4M———
Seascape Capital Management
N/A—28,551-28,551-100%$5.4M———
Dearborn Partners LLC
N/A—28,513-28,513-100%$5.4M———
Ausdal Financial Partners, Inc.
N/A—28,360-28,360-100%$5.4M———
Bridges Investment Management Inc
N/A—27,733-27,733-100%$5.3M———
Walter & Keenan Wealth Management LLC
N/A—27,357-27,357-100%$5.2M———
Nwam LLC
N/A—27,340-27,340-100%$5.2M———
Osprey Private Wealth LLC
N/A—27,172-27,172-100%$5.2M———
Keynote Financial Services LLC
N/A—27,081-27,081-100%$5.1M———
Mmbg Investment Advisors Co.
N/A—27,040-27,040-100%$5.1M———
Guggenheim Capital LLC
N/A—26,923-26,923-100%$5.1M———
Dakota Wealth Management
N/A—26,880-26,880-100%$5.1M———
Vestcor Inc
N/A—26,804-26,804-100%$5.1M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—26,544-26,544-100%$5.0M———
Bollard Group LLC
N/A—26,542-26,542-100%$5.0M———
1ST Source Bank
N/A—26,414-26,414-100%$5.0M———
Bridgewater Associates, LP
N/A—26,182-26,182-100%$5.0M———
Alley Investment Management Company, LLC
N/A—25,825-25,825-100%$4.9M———
Stonebridge Capital Advisors LLC
N/A—25,786-25,786-100%$4.9M———
one8zero8, LLC
N/A—25,720-25,720-100%$4.9M———
Dark Forest Capital Management LP
N/A—25,345-25,345-100%$4.8M———
Hancock Whitney Corp
N/A—25,280-25,280-100%$4.8M———
Dover Advisors, LLC
N/A—25,194-25,194-100%$4.6M———
Parsonex Advisory Services, Inc.
N/A—25,078-25,078-100%$4.8M———
Intrust Bank NA
N/A—24,846-24,846-100%$4.7M———
Blue Chip Partners, LLC
N/A—24,139-24,139-100%$4.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—23,820-23,820-100%$4.5M———
Smartleaf Asset Management LLC
N/A—23,603-23,603-100%$4.4M———
Howe & Rusling Inc
N/A—23,429-23,429-100%$4.4M———
Centric Wealth Management
N/A—23,364-23,364-100%$4.0M———
Kinloch Capital, LLC
N/A—23,346-23,346-100%$4.4M———
Nvest Financial, LLC
N/A—23,331-23,331-100%$4.4M———
Precision Wealth Strategies, LLC
N/A—23,262-23,262-100%$4.4M———
Connable Office Inc
N/A—23,174-23,174-100%$4.4M———
Twin Capital Management Inc
N/A—22,998-22,998-100%$4.4M———
Jaffetilchin Investment Partners, LLC
N/A—22,941-22,941-100%$4.4M———
New England Asset Management Inc
N/A—22,887-22,887-100%$4.3M———
Schnieders Capital Management, Llc.
N/A—22,886-22,886-100%$4.3M———
Fiducient Advisors LLC
N/A—22,858-22,858-100%$4.3M———
Naviter Wealth, LLC
N/A—22,799-22,799-100%$4.3M———
Dorsey & Whitney Trust Co LLC
N/A—22,765-22,765-100%$4.3M———
Allianz SE
N/A—22,600-22,600-100%$4.3M———
TCW Group Inc
N/A—22,528-22,528-100%$4.3M———
Empire Financial Management Company, LLC
N/A—22,455-22,455-100%$4.3M———
Ostrum Asset Management
N/A—22,368-22,368-100%$4.2M———
Ceeto Capital Group, LLC
N/A—22,100-22,100-100%$4.2M———
Roberts Glore & Co Inc
N/A—22,050-22,050-100%$4.2M———
Lionhunter Capital Management, LLC
N/A—22,000-22,000-100%$4.2M———
Roehl & Yi Investment Advisors, LLC
N/A—21,901-21,901-100%$586.8K———
LOM Asset Management Ltd
N/A—21,846-21,846-100%$4.1M———
Capital International LTD
N/A—21,792-21,792-100%$4.1M———
Estabrook Capital Management
N/A—21,749-21,749-100%$4.1M———
Harvest Portfolios Group Inc.
N/A—21,719-21,719-100%$4.1M———
PFG Investments, LLC
N/A—21,645-21,645-100%$4.1M———
Wealth Advisors of Tampa Bay, LLC
N/A—21,414-21,414-100%$4.1M———
Wulff, Hansen & Co.
N/A—21,327-21,327-100%$4.0M———
Moneta Group Investment Advisors LLC
N/A—21,245-21,245-100%$4.0M———
Tower Research Capital LLC (TRC)
N/A—21,154-21,154-100%$4.0M———
Tyche Wealth Partners LLC
N/A—20,899-20,899-100%$4.0M———
HighPoint Advisor Group LLC
N/A—20,884-20,884-100%$4.0M———
Stock Yards Bank & Trust Co
N/A—20,557-20,557-100%$3.9M———
Great Valley Advisor Group, Inc.
N/A—20,499-20,499-100%$3.9M———
Capital Advisors Inc
N/A—20,355-20,355-100%$3.9M———
River Wealth Advisors LLC
N/A—20,136-20,136-100%$3.8M———
Xcelsior Advisor Partners LLC
N/A—20,129-20,129-100%$3.8M———
Syon Capital LLC
N/A—20,018-20,018-100%$3.8M———
Fort Sheridan Advisors LLC
N/A—19,661-19,661-100%$3.7M———
Chelsea Counsel Co
N/A—19,496-19,496-100%$3.7M———
Beaton Management Co. Inc.
N/A—19,487-19,487-100%$3.7M———
Security National Bank of SO DAK
N/A—19,430-19,430-100%$3.7M———
Drexel Morgan & Co.
N/A—19,290-19,290-100%$3.7M———
Geneos Wealth Management Inc.
N/A—19,281-19,281-100%$3.7M———
Heritage Trust Co
N/A—19,136-19,136-100%$3.6M———
Berkshire Asset Management LLC
N/A—18,999-18,999-100%$3.6M———
Hodges Capital Management Inc.
N/A—18,816-18,816-100%$3.6M———
Field & Main Bank
N/A—18,242-18,242-100%$3.5M———
NorthRock Partners, LLC
N/A—18,150-18,150-100%$3.4M———
Rehmann Capital Advisory Group
N/A—18,138-18,138-100%$3.4M———
Vanguard National Trust Co
N/A—18,129-18,129-100%$3.4M———
Cetera Trust Company, N.a
N/A—18,102-18,102-100%$3.4M———
Silvant Capital Management LLC
N/A—18,076-18,076-100%$3.4M———
Jensen Investment Management Inc
N/A—17,586-17,586-100%$3.3M———
Boston Family Office LLC
N/A—17,581-17,581-100%$3.3M———
Bluespring Wealth Management, LLC
N/A—17,534-17,534-100%$3.3M———
CNB Bank
N/A—17,436-17,436-100%$3.3M———
AR Asset Management Inc
N/A—17,400-17,400-100%$3.3M———
Samjo Management, LLC
N/A—17,275-17,275-100%$3.3M———
Fox Hill Wealth Management
N/A—17,249-17,249-100%$3.3M———
Insigneo Advisory Services, LLC
N/A—17,244-17,244-100%$3.3M———
MWA Asset Management
N/A—17,041-17,041-100%$3.2M———
Hilltop Holdings Inc.
N/A—16,883-16,883-100%$3.2M———
New Republic Capital, LLC
N/A—16,757-16,757-100%$3.2M———
Argent Advisors, Inc.
N/A—16,747-16,747-100%$3.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—16,707-16,707-100%$3.2M———
AlTi Global, Inc.
N/A—16,635-16,635-100%$3.2M———
Mosaic Family Wealth Partners, LLC
N/A—16,629-16,629-100%$3.2M———
Alerus Financial NA
N/A—16,539-16,539-100%$3.1M———
SWP Investment Management LLC
N/A—16,442-16,442-100%$3.1M———
Holderness Investments Co
N/A—16,313-16,313-100%$3.1M———
Aureus Asset Management, LLC
N/A—16,301-16,301-100%$3.1M———
Gamco Investors, Inc. ET AL
N/A—16,289-16,289-100%$3.1M———
Edgestream Partners, L.P.
N/A—16,247-16,247-100%$3.1M———
Pointe Capital Management LLC
N/A—16,130-16,130-100%$3.1M———
Papamarkou Wellner Asset Management inc.
N/A—16,020-16,020-100%$3.1M———
Monetary Management Group Inc
N/A—15,803-15,803-100%$3.0M———
Sciencast Management LP
N/A—15,680-15,680-100%$3.0M———
Widmann Financial Services, Inc.
N/A—15,503-15,503-100%$2.9M———
Commerzbank Aktiengesellschaft
N/A—15,487-15,487-100%$2.9M———
Silver OAK Securities, Incorporated
N/A—15,332-15,332-100%$2.9M———
Barnett & Company, Inc.
N/A—15,324-15,324-100%$2.9M———
Waterford Advisors, LLC
N/A—15,255-15,255-100%$2.9M———
Marco Investment Management LLC
N/A—15,166-15,166-100%$2.9M———
Spartan Wealth Advisory Services LLC
N/A—15,078-15,078-100%$2.9M———
GSA Capital Partners LLP
N/A—15,043-15,043-100%$2.9M———
Frec Markets, Inc.
N/A—15,042-15,042-100%$2.9M———
Colonial Trust Advisors
N/A—15,032-15,032-100%$2.9M———
Quotient Wealth Partners, LLC
N/A—15,012-15,012-100%$2.8M———
Callahan Advisors, LLC
N/A—14,826-14,826-100%$2.8M———
Private Wealth Asset Management, LLC
N/A—14,776-14,776-100%$2.8M———
Anchor Investment Management, LLC
N/A—14,770-14,770-100%$2.8M———
Florida Financial Advisors, LLC
N/A—14,683-14,683-100%$2.8M———
Belpointe Asset Management LLC
N/A—14,657-14,657-100%$2.8M———
Orleans Capital Management Corp
N/A—14,655-14,655-100%$2.8M———
Harbour Investment Management LLC
N/A—14,485-14,485-100%$2.7M———
Wellspring Financial Advisors, LLC
N/A—14,397-14,397-100%$2.7M———
Neo Ivy Capital Management
N/A—14,389-14,389-100%$2.7M———
St. Nicholas Private Asset Management, Inc
N/A—14,352-14,352-100%$2.7M———
E Fund Management Co., Ltd.
N/A—14,276-14,276-100%$2.7M———
VeraBank, N.A.
N/A—14,184-14,184-100%$2.7M———
Marvin & Palmer Associates Inc
N/A—14,130-14,130-100%$2.7M———
Checchi Capital Advisers, LLC
N/A—14,024-14,024-100%$2.7M———
Everpar Advisors LLC
N/A—13,905-13,905-100%$2.6M———
EFG International AG
N/A—13,807-13,807-100%$2.6M———
WCG Wealth Advisors LLC
N/A—13,503-13,503-100%$2.6M———
Webster Bank, N. A.
N/A—13,468-13,468-100%$2.6M———
Pring Turner Capital Group Inc
N/A—13,450-13,450-100%$3.0M———
Keel Point, LLC
N/A—13,359-13,359-100%$2.5M———
Integrated Investment Consultants, LLC
N/A—13,317-13,317-100%$2.5M———
Warner Group LLC
N/A—13,314-13,314-100%$2.5M———
Cvfg LLC
N/A—13,310-13,310-100%$2.5M———
First Foundation Advisors
N/A—13,297-13,297-100%$2.5M———
One Charles Private Wealth Services, LLC
N/A—13,163-13,163-100%$2.5M———
Corsicana & Co.
N/A—13,139-13,139-100%$2.5M———
Red Door Wealth Management, LLC
N/A—13,101-13,101-100%$2.5M———
Vista Investment Management
N/A—13,095-13,095-100%$2.5M———
Western Wealth Management, LLC
N/A—13,067-13,067-100%$2.5M———
Security National Bank of Sioux City Iowa
N/A—13,048-13,048-100%$2.5M———
Keystone Investors PTE LTD
N/A—13,000-13,000-100%$2.5M———
Athena Investment Management
N/A—12,931-12,931-100%$2.5M———
Evelyn Partners Group Ltd
N/A—12,928-12,928-100%$2.5M———
Resurgent Financial Advisors LLC
N/A—12,898-12,898-100%$2.4M———
Peak6 LLC
N/A—12,868-12,868-100%$2.4M———
Harvest Investment Advisors, LLC
N/A—12,805-12,805-100%$2.4M———
Icon Wealth Advisors, LLC
N/A—12,691-12,691-100%$2.4M———
T. Rowe Price Investment Management, Inc.
N/A—12,604-12,604-100%$2.4M———
Titan Investment Solutions Ltd
N/A—12,580-12,580-100%$2.4M———
Trustco Bank Corp N Y
N/A—12,434-12,434-100%$2.4M———
Infrastructure Capital Advisors, LLC
N/A—12,428-12,428-100%$2.4M———
Himension Capital (Singapore) Pte. Ltd.
N/A—12,353-12,353-100%$2.3M———
Qtron Investments LLC
N/A—12,248-12,248-100%$2.3M———
Townsquare Capital LLC
N/A—12,243-12,243-100%$2.3M———
Advyzon Investment Management, LLC
N/A—12,235-12,235-100%$2.3M———
Allred Capital Management, LLC
N/A—12,191-12,191-100%$2.3M———
ST Germain D J Co Inc
N/A—12,094-12,094-100%$2.3M———
Guardian Capital LP
N/A—12,078-12,078-100%$2.3M———
Texas Yale Capital Corp.
N/A—12,048-12,048-100%$2.3M———
Sandler Capital Management
N/A—12,031-12,031-100%$2.3M———
Paralel Advisors LLC
N/A—11,982-11,982-100%$2.3M———
Mayflower Financial Advisors, LLC
N/A—11,948-11,948-100%$2.3M———
Ameritas Investment Partners, Inc.
N/A—11,931-11,931-100%$2.3M———
Horizon Kinetics Asset Management LLC
N/A—11,895-11,895-100%$2.3M———
SHP Wealth Management
N/A—11,833-11,833-100%$2.2M———
Medallion Wealth Advisors, LLC
N/A—11,775-11,775-100%$2.2M———
Colonial Trust Co / SC
N/A—11,769-11,769-100%$2.2M———
Centaurus Financial, Inc.
N/A—11,717-11,717-100%$2.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—11,707-11,707-100%$2.2M———
Abbot Financial Management, Inc.
N/A—11,646-11,646-100%$2.2M———
Easterly Investment Partners LLC
N/A—11,500-11,500-100%$2.2M———
SouthState Bank Corp
N/A—11,438-11,438-100%$2.2M———
Forum Finance Group S.A.
N/A—11,400-11,400-100%$1.7K———
Proficio Capital Partners LLC
N/A—11,390-11,390-100%$2.2M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—11,376-11,376-100%$2.2M———
Ridge Creek Global, Inc
N/A—11,320-11,320-100%$2.1M———
Rokos Capital Management LLP
N/A—11,251-11,251-100%$2.1M———
Prosperity Consulting Group, LLC
N/A—11,224-11,224-100%$2.1M———
First Western Trust Bank
N/A—11,130-11,130-100%$2.1M———
Logan Capital Management Inc
N/A—11,075-11,075-100%$2.1M———
MainStreet Investment Advisors LLC
N/A—10,939-10,939-100%$2.1M———
Founders Financial Alliance, LLC
N/A—10,939-10,939-100%$2.1M———
Martin & Co Inc
N/A—10,806-10,806-100%$2.1M———
Kirtland Hills Capital Management, LLC
N/A—10,802-10,802-100%$2.0M———
Meiji Yasuda Life Insurance Co
N/A—10,789-10,789-100%$2.0M———
Strait & Sound Wealth Management LLC
N/A—10,731-10,731-100%$2.0M———
X-Square Capital, LLC
N/A—10,718-10,718-100%$2.0M———
Beck Mack & Oliver LLC
N/A—10,705-10,705-100%$2.0M———
Chesapeake Wealth Management
N/A—10,699-10,699-100%$2.0M———
RNC Capital Management LLC
N/A—10,564-10,564-100%$2.0M———
Brooks, Moore & Associates, Inc.
N/A—10,532-10,532-100%$2.0M———
Alteri Wealth LLC
N/A—10,530-10,530-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—10,466-10,466-100%$2.0M———
Dividend Assets Capital, LLC
N/A—10,406-10,406-100%$2.0M———
Virtus Investment Advisers, LLC
N/A—10,395-10,395-100%$2.0M———
CIM Investment Management Inc
N/A—10,359-10,359-100%$2.0M———
Miller Investment Management, LP
N/A—10,350-10,350-100%$2.0M———
Rexford Capital Inc
N/A—10,340-10,340-100%$2.0M———
MJP Associates Inc
N/A—10,318-10,318-100%$2.0M———
Gateway Wealth Partners, LLC
N/A—10,292-10,292-100%$2.0M———
Smithfield Trust Co
N/A—10,161-10,161-100%$1.9M———
Landscape Capital Management, L.L.C.
N/A—10,140-10,140-100%$1.9M———
Longfellow Investment Management Co LLC
N/A—10,057-10,057-100%$1.9M———
Innovative Asset Advisors Group, LLC
N/A—10,044-10,044-100%$1.9M———
Banque Transatlantique SA
N/A—10,032-10,032-100%$1.8M———
Financial Advisors Network, Inc.
N/A—9,965-9,965-100%$1.9M———
Northstar Group, Inc.
N/A—9,889-9,889-100%$1.9M———
Foster & Motley Inc
N/A—9,886-9,886-100%$1.9M———
Parvin Asset Management, LLC
N/A—9,850-9,850-100%$1.9M———
Orographic Financial Advisors, LLC
N/A—9,814-9,814-100%$2.2K———
Kovack Advisors, Inc.
N/A—9,800-9,800-100%$1.9M———
Affinity Investment Advisors, LLC
N/A—9,753-9,753-100%$1.9M———
Chesapeake Asset Management LLC
N/A—9,699-9,699-100%$1.8M———
Tevis Investment Management
N/A—9,697-9,697-100%$1.8M———
Farmers National Bank
N/A—9,659-9,659-100%$1.8M———
Wealth Alliance, LLC
N/A—9,596-9,596-100%$1.8M———
Park Place Capital Corp
N/A—9,592-9,592-100%$1.8M———
SageView Advisory Group, LLC
N/A—9,532-9,532-100%$1.8M———
Beacon Investment Advisors LLC
N/A—9,486-9,486-100%$1.8M———
Elm Partners Management LLC
N/A—9,440-9,440-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—9,374-9,374-100%$1.8M———
Tiaa Trust, National Association
N/A—9,372-9,372-100%$1.8M———
Berkeley Capital Partners, LLC
N/A—9,347-9,347-100%$1.8M———
Bridgewater Advisors Inc.
N/A—9,272-9,272-100%$2.0M———
Fortress Private Ledger, LLC
N/A—9,077-9,077-100%$1.7M———
Coppell Advisory Solutions LLC
N/A—9,067-9,067-100%$1.2M———
Johnson Financial Group, Inc.
N/A—9,037-9,037-100%$1.7M———
First Commonwealth Financial Corp
N/A—8,954-8,954-100%$1.7M———
Cape ANN Savings Bank
N/A—8,890-8,890-100%$1.7M———
Legacy Financial Advisors, Inc.
N/A—8,793-8,793-100%$1.7M———
Sharpepoint LLC
N/A—8,756-8,756-100%$1.7M———
Silicon Valley Capital Partners
N/A—8,729-8,729-100%$1.7M———
Legacy Capital Group California, Inc.
N/A—8,686-8,686-100%$1.6M———
Leigh Baldwin & Co., LLC
N/A—8,656-8,656-100%$1.6M———
Guardian Wealth Advisors, LLC / NC
N/A—8,638-8,638-100%$1.6M———
Financial Engines Advisors L.L.C.
N/A—8,624-8,624-100%$1.6M———
Z3 Capital Partners, LLC
N/A—8,623-8,623-100%$1.6M———
Brookwood Investment Group LLC
N/A—8,515-8,515-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—8,483-8,483-100%$1.6M———
Mairs & Power Inc
N/A—8,446-8,446-100%$1.6M———
Douglass Winthrop Advisors, LLC
N/A—8,419-8,419-100%$1.6M———
Evernest Financial Advisors, LLC
N/A—8,394-8,394-100%$1.6M———
South Plains Financial, Inc.
N/A—8,369-8,369-100%$1.6M———
Mission Creek Capital Partners, Inc.
N/A—8,366-8,366-100%$1.2M———
Trustmark Bank Trust Department
N/A—8,363-8,363-100%$1.6M———
Potentia Wealth
N/A—8,277-8,277-100%$1.6M———
Navis Wealth Advisors, LLC
N/A—8,256-8,256-100%$1.6M———
Alaethes Wealth, LLC
N/A—8,186-8,186-100%$1.6M———
PCM Encore, LLC
N/A—8,176-8,176-100%$1.6M———
RB Capital Management, LLC
N/A—8,070-8,070-100%$1.5M———
GeoWealth Management, LLC
N/A—8,068-8,068-100%$1.5M———
Hartford Funds Management Co LLC
N/A—8,067-8,067-100%$1.5M———
Intercapital, LLC
N/A—8,050-8,050-100%$1.5M———
Godshalk Welsh Capital Management, Inc.
N/A—8,021-8,021-100%$1.5M———
Needham Investment Management LLC
N/A—8,000-8,000-100%$1.5M———
Barbara Oil Co.
N/A—8,000-8,000-100%$1.5M———
Bank of Nova Scotia Trust Co
N/A—7,905-7,905-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—7,893-7,893-100%$1.5M———
Miller Capital Partners, Inc.
N/A—7,868-7,868-100%$1.5M———
White Pine Capital LLC
N/A—7,827-7,827-100%$1.5M———
CVA Family Office, LLC
N/A—7,827-7,827-100%$1.5M———
Element Capital Management LLC
N/A—7,800-7,800-100%$1.5M———
LMR Partners LLP
N/A—7,800-7,800-100%$1.5M———
Heartland Bank & Trust Co
N/A—7,789-7,789-100%$1.5M———
Marex Group Ltd
N/A—7,789-7,789-100%$1.5M———
Harvest Fund Management Co., Ltd
N/A—7,785-7,785-100%$1.5M———
Hills Bank & Trust Co
N/A—7,773-7,773-100%$1.5M———
Intellectus Partners, LLC
N/A—7,761-7,761-100%$1.5M———
FourThought Financial Partners, LLC
N/A—7,689-7,689-100%$1.5M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—7,638-7,638-100%$1.4M———
Bluebird Wealth Management LLC
N/A—7,586-7,586-100%$1.4M———
Marble Wealth, LLC
N/A—7,558-7,558-100%$1.4M———
BFC Planning, Inc.
N/A—7,539-7,539-100%$1.4M———
Rogco, LP
N/A—7,464-7,464-100%$1.4M———
Rockbridge Investment Management, LCC
N/A—7,424-7,424-100%$1.4M———
Capstone Investment Advisors, LLC
N/A—7,370-7,370-100%$1.4M———
Northstar Financial Companies, Inc.
N/A—7,305-7,305-100%$1.4M———
FSB Premier Wealth Management, Inc.
N/A—7,254-7,254-100%$1.4M———
Pitcairn Wealth Advisors LLC
N/A—7,185-7,185-100%$1.4M———
Lbmc Investment Advisors, LLC
N/A—7,157-7,157-100%$1.4M———
Basecamp Wealth Advisors LLC
N/A—7,119-7,119-100%$1.4M———
Rialto Wealth Management, LLC
N/A—7,112-7,112-100%$1.3M———
FLC Capital Advisors
N/A—7,031-7,031-100%$1.3M———
Holowesko Partners Ltd.
N/A—7,000-7,000-100%$1.3M———
Smith, Moore & Co.
N/A—6,989-6,989-100%$1.3M———
Tradition Wealth Management, LLC
N/A—6,943-6,943-100%$1.3M———
OneAscent Financial Services LLC
N/A—6,914-6,914-100%$1.3M———
Lcnb Corp
N/A—6,911-6,911-100%$1.3M———
North Star Asset Management Inc
N/A—6,884-6,884-100%$1.3M———
Harbor Advisors LLC
N/A—6,766-6,766-100%$1.3M———
North Dallas Bank & Trust Co
N/A—6,758-6,758-100%$1.3M———
Fred Alger Management, LLC
N/A—6,747-6,747-100%$1.3M———
Kiley Juergens Wealth Management, LLC
N/A—6,736-6,736-100%$1.3M———
Cary Street Partners Investment Advisory LLC
N/A—6,702-6,702-100%$1.3M———
Strategic Investment Advisors / MI
N/A—6,676-6,676-100%$1.3M———
BBR Partners, LLC
N/A—6,635-6,635-100%$1.3M———
Garrison Point Advisors, LLC
N/A—6,619-6,619-100%$1.3M———
Tiemann Investment Advisors, LLC
N/A—6,616-6,616-100%$1.3M———
Sunflower Bank, N.A.
N/A—6,493-6,493-100%$1.2M———
Sompo Asset Management Co., Ltd.
N/A—6,490-6,490-100%$1.2M———
Greykasell Wealth Strategies, Inc.
N/A—6,444-6,444-100%$1.2M———
Zuckerman Investment Group, LLC
N/A—6,441-6,441-100%$1.2M———
Range Advisory, LLC
N/A—6,439-6,439-100%$1.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—6,437-6,437-100%$1.2M———
Prostatis Group LLC
N/A—6,413-6,413-100%$1.2M———
Spirepoint Private Client, LLC
N/A—6,412-6,412-100%$1.2M———
Cahill Financial Advisors Inc
N/A—6,409-6,409-100%$1.2M———
GWN Securities Inc.
N/A—6,408-6,408-100%$1.2M———
Round Rock Advisors LLC
N/A—6,395-6,395-100%$1.2M———
McDonough Capital Management, Inc
N/A—6,375-6,375-100%$1.2M———
Orion Capital Management LLC
N/A—6,362-6,362-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,310-6,310-100%$1.2M———
First National Bank of Hutchinson
N/A—6,301-6,301-100%$1.2M———
Sierra Capital LLC
N/A—6,275-6,275-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—6,275-6,275-100%$736.7K———
Pettee Investors, Inc.
N/A—6,250-6,250-100%$1.2M———
Basepoint Wealth LLC
N/A—6,218-6,218-100%$1.2M———
West Family Investments, Inc.
N/A—6,207-6,207-100%$1.2M———
Destination Wealth Management
N/A—6,185-6,185-100%$1.2M———
Voya Financial Advisors, Inc.
N/A—6,171-6,171-100%$1.2M———
Fortune Financial Advisors, LLC
N/A—6,168-6,168-100%$1.2M———
Campion Asset Management
N/A—6,167-6,167-100%$1.2M———
Mattson Financial Services, LLC
N/A—6,127-6,127-100%$1.2M———
Zhang Financial LLC
N/A—6,099-6,099-100%$1.2M———
All Terrain Financial Advisors, LLC
N/A—6,051-6,051-100%$1.1M———
Systematic Financial Management LP
N/A—6,000-6,000-100%$1.1M———
Intesa Sanpaolo S.p.A.
N/A—6,000-6,000-100%$1.1M———
Shufro Rose & Co LLC
N/A—5,969-5,969-100%$1.1M———
Advisory Alpha, LLC
N/A—5,962-5,962-100%$1.1M———
Mokan Wealth Management Inc.
N/A—5,952-5,952-100%$1.1M———
Regal Investment Advisors LLC
N/A—5,936-5,936-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—5,890-5,890-100%$1.1M———
Beck Bode, LLC
N/A—5,821-5,821-100%$1.1M———
First Financial Bankshares Inc
N/A—5,807-5,807-100%$1.1M———
Steelhead Wealth Management LLC
N/A—5,794-5,794-100%$1.1M———
Centiva Capital, LP
N/A—5,765-5,765-100%$1.1M———
Crewe Advisors LLC
N/A—5,759-5,759-100%$1.1M———
Hudson Portfolio Management LLC
N/A—5,756-5,756-100%$1.1M———
Main Street Research LLC
N/A—5,752-5,752-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—5,731-5,731-100%$1.1M———
Cambria Investment Management, L.P.
N/A—5,725-5,725-100%$1.1M———
Optas, LLC
N/A—5,656-5,656-100%$1.1M———
Headinvest, LLC
N/A—5,647-5,647-100%$1.1M———
Wescott Financial Advisory Group, LLC
N/A—5,644-5,644-100%$1.1M———
Meadowbrook Advisors Group, LLC
N/A—5,643-5,643-100%$1.1M———
Bolthouse Investments, LLC
N/A—5,638-5,638-100%$1.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,625-5,625-100%$1.1M———
N.E.W. Advisory Services LLC
N/A—5,590-5,590-100%$1.1M———
Holistic Financial Partners
N/A—5,579-5,579-100%$1.1M———
Southeast Asset Advisors, LLC
N/A—5,579-5,579-100%$1.1M———
Sky-Mountain Capital Management, Inc.
N/A—5,542-5,542-100%$1.1M———
Drive Wealth Management, LLC
N/A—5,535-5,535-100%$1.1M———
Glen Eagle Advisors, LLC
N/A—5,476-5,476-100%$1.0M———
Meridian Wealth Advisors, LLC
N/A—5,464-5,464-100%$1.0M———
Advance Capital Management, Inc.
N/A—5,454-5,454-100%$1.0M———
Sagewood Asset Management LP
N/A—5,415-5,415-100%$1.0M———
Wrapmanager Inc
N/A—5,386-5,386-100%$1.0M———
City National Bank of Florida
N/A—5,342-5,342-100%$1.0M———
Perennial Investment Advisors, LLC
N/A—5,327-5,327-100%$1.0M———
NCM Capital Management, LLC
N/A—5,318-5,318-100%$1.0M———
Secured Retirement Advisors, LLC
N/A—5,289-5,289-100%$1.0M———
FWG Holdings, LLC
N/A—5,275-5,275-100%$1.1M———
Bowen Hanes & Co Inc
N/A—5,258-5,258-100%$1.0M———
Apriem Advisors
N/A—5,239-5,239-100%$994.1K———
Camarda Financial Advisors, LLC
N/A—5,237-5,237-100%$993.6K———
Minot DeBlois Advisors LLC
N/A—5,207-5,207-100%$987.9K———
Pgim Custom Harvest LLC
N/A—5,192-5,192-100%$985.2K———
Lavaca Capital LLC
N/A—5,185-5,185-100%$983.8K———
CoreFirst Bank & Trust
N/A—5,175-5,175-100%$981.9K———
Legato Capital Management LLC
N/A—5,161-5,161-100%$979.2K———
Coastwise Capital Group, LLC
N/A—5,085-5,085-100%$964.8K———
Darwin Wealth Management, LLC
N/A—5,041-5,041-100%$956.6K———
Castlekeep Investment Advisors LLC
N/A—5,024-5,024-100%$953.2K———
Elk River Wealth Management LLC
N/A—5,021-5,021-100%$952.6K———
Cascade Financial Partners, LLC
N/A—5,020-5,020-100%$952.4K———
Napier Financial, LLC
N/A—5,009-5,009-100%$950.3K———
Greenwich Wealth Management LLC
N/A—5,002-5,002-100%$949.0K———
Hartree Partners, LP
N/A—5,000-5,000-100%$948.7K———
Ratan Capital Management LP
N/A—5,000-5,000-100%$948.7K———
Rodgers Brothers Inc.
N/A—4,971-4,971-100%$943.2K———
Aventura Private Wealth, LLC
N/A—4,943-4,943-100%$937.9K———
Lafayette Investments, Inc.
N/A—4,933-4,933-100%$935.9K———
Okabena Investment Services Inc
N/A—4,913-4,913-100%$932.1K———
Fukoku Mutual Life Insurance Co
N/A—4,874-4,874-100%$924.7K———
Proffitt & Goodson Inc
N/A—4,855-4,855-100%$921.1K———
Ironwood Investment Counsel, LLC
N/A—4,853-4,853-100%$920.8K———
TRB Wealth Management, LLC
N/A—4,842-4,842-100%$918.7K———
Steadtrust LLC
N/A—4,828-4,828-100%$916.0K———
Twin Focus Capital Partners, LLC
N/A—4,826-4,826-100%$915.6K———
King Wealth Management Group
N/A—4,810-4,810-100%$913.0K———
Evolve Private Wealth, LLC
N/A—4,801-4,801-100%$910.8K———
GatePass Capital, LLC
N/A—4,801-4,801-100%$910.9K———
TAGStone Capital, Inc.
N/A—4,785-4,785-100%$907.9K———
Phoenix Financial Ltd.
N/A—4,740-4,740-100%$896.6K———
Calton & Associates, Inc.
N/A—4,713-4,713-100%$894.1K———
Bienville Capital Management, LLC
N/A—4,669-4,669-100%$885.8K———
LGT Group Foundation
N/A—4,655-4,655-100%$883.2K———
HFR Wealth Management, LLC
N/A—4,634-4,634-100%$879.3K———
HC Advisors, LLC
N/A—4,623-4,623-100%$877.1K———
MidFirst Bank
N/A—4,575-4,575-100%$868.0K———
McLaughlin Asset Management, Inc.
N/A—4,494-4,494-100%$852.6K———
Oxford Financial Group, Ltd. LLC
N/A—4,468-4,468-100%$847.7K———
Quent Capital, LLC
N/A—4,460-4,460-100%$846.2K———
Atlas Legacy Advisors, LLC
N/A—4,424-4,424-100%$842.3K———
LM Advisors LLC
N/A—4,401-4,401-100%$834.0K———
W1m Asset Management Ltd
N/A—4,395-4,395-100%$832.6K———
WNY Asset Management, LLC
N/A—4,385-4,385-100%$831.9K———
Top Private Wealth Llc.
N/A—4,302-4,302-100%$816.2K———
Members Trust Co
N/A—4,295-4,295-100%$814.9K———
Addison Capital Co
N/A—4,294-4,294-100%$814.8K———
Kintra Wealth, LLC
N/A—4,249-4,249-100%$936.9K———
Sharp Wealth Advisory, LLC
N/A—4,247-4,247-100%$805.8K———
Hayek Kallen Investment Management
N/A—4,232-4,232-100%$803.0K———
Cozad Asset Management Inc
N/A—4,222-4,222-100%$801.0K———
Earnest Partners LLC
N/A—4,216-4,216-100%$799.9K———
DRW Securities, LLC
N/A—4,149-4,149-100%$787.2K———
Westport Asset Management Inc
N/A—4,127-4,127-100%$783.0K———
Thompson David Blair
N/A—4,118-4,118-100%$781.3K———
Frisch Financial Group, Inc.
N/A—4,097-4,097-100%$777.2K———
Rothschild Capital Partners, LLC
N/A—4,095-4,095-100%$776.9K———
Broadwater Capital Management LLC
N/A—4,072-4,072-100%$772.6K———
TFR Capital, Llc.
N/A—4,050-4,050-100%$768.4K———
Aberdeen Wealth Management LLC
N/A—4,043-4,043-100%$767.1K———
DF Dent & Co Inc
N/A—4,012-4,012-100%$761.2K———
Peregrine Asset Advisers, Inc.
N/A—3,999-3,999-100%$758.7K———
Sovereign Investment Advisors, LLC
N/A—3,985-3,985-100%$756.1K———
Investment Advisory Group, LLC
N/A—3,958-3,958-100%$750.9K———
SK Wealth Management, LLC
N/A—3,944-3,944-100%$884.0K———
Vantus Wealth LLC
N/A—3,941-3,941-100%$747.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,928-3,928-100%$745.3K———
Sandy Cove Advisors, LLC
N/A—3,927-3,927-100%$745.0K———
Wimmer Associates 1, LLC
N/A—3,906-3,906-100%$741.1K———
Canal Capital Management, LLC
N/A—3,879-3,879-100%$735.9K———
Tudor Financial Inc.
N/A—3,848-3,848-100%$730.1K———
Lumbard & Kellner, LLC
N/A—3,836-3,836-100%$727.8K———
Counterweight Ventures, LLC
N/A—3,810-3,810-100%$722.9K———
Greenline Wealth Management LLC
N/A—3,791-3,791-100%$719.3K———
Element Wealth, LLC
N/A—3,748-3,748-100%$711.1K———
Carr Financial Group Corp
N/A—3,732-3,732-100%$708.0K———
Liberty Wealth Management LLC
N/A—3,730-3,730-100%$719.3K———
Dimension Capital Management LLC
N/A—3,705-3,705-100%$703.0K———
Requisite Capital Management, LLC
N/A—3,702-3,702-100%$702.4K———
Summit Wealth & Retirement Planning, Inc.
N/A—3,702-3,702-100%$702.4K———
WealthShield Partners, LLC
N/A—3,683-3,683-100%$698.8K———
Keystone Financial Group
N/A—3,683-3,683-100%$698.7K———
Fullerton Fund Management Co Ltd.
N/A—3,679-3,679-100%$698.0K———
Clarion Wealth Managment Partners, LLC
N/A—3,673-3,673-100%$696.9K———
Cyber Hornet ETFs LLC
N/A—3,670-3,670-100%$696.3K———
WealthCollab, LLC
N/A—3,654-3,654-100%$693.3K———
Aigen Investment Management, LP
N/A—3,644-3,644-100%$691.4K———
West Michigan Advisors, LLC
N/A—3,638-3,638-100%$690.2K———
Cardiff Park Advisors, LLC
N/A—3,634-3,634-100%$689.5K———
Transamerica Financial Advisors, LLC
N/A—3,619-3,619-100%$686.7K———
East Coast Asset Management, Llc.
N/A—3,616-3,616-100%$686.0K———
Waterloo Capital, L.P.
N/A—3,597-3,597-100%$682.4K———
HHM Wealth Advisors, LLC
N/A—3,575-3,575-100%$678.3K———
Madison Asset Management, LLC
N/A—3,572-3,572-100%$677.7K———
Keystone Financial Services
N/A—3,536-3,536-100%$670.9K———
Stonebridge Financial Group, LLC / MO
N/A—3,527-3,527-100%$669.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,526-3,526-100%$668.9K———
Laraway Financial Advisors Inc
N/A—3,514-3,514-100%$666.7K———
WealthTrust Axiom LLC
N/A—3,510-3,510-100%$665.9K———
Odyssean, LLC
N/A—3,502-3,502-100%$664.4K———
Morse Asset Management, Inc
N/A—3,492-3,492-100%$662.5K———
Potomac Fund Management Inc
N/A—3,485-3,485-100%$661.2K———
Financial Life Planners
N/A—3,426-3,426-100%$650.1K———
One Wealth Advisors, LLC
N/A—3,408-3,408-100%$646.6K———
Corsair Capital Management, L.P.
N/A—3,396-3,396-100%$644.3K———
FWL Investment Management, LLC
N/A—3,368-3,368-100%$639.0K———
AXA S.A.
N/A—3,359-3,359-100%$557.1K———
Klcm Advisors, Inc.
N/A—3,332-3,332-100%$632.2K———
Onex Canada Asset Management Inc.
N/A—3,302-3,302-100%$626.5K———
Dunhill Financial, LLC
N/A—3,295-3,295-100%$625.2K———
Invictus Private Wealth, LLC
N/A—3,252-3,252-100%$617.0K———
Crux Wealth Advisors
N/A—3,251-3,251-100%$616.8K———
Fort Point Capital Partners LLC
N/A—3,218-3,218-100%$610.6K———
Cheviot Value Management, LLC
N/A—3,217-3,217-100%$610.4K———
Rothschild Wealth LLC
N/A—3,214-3,214-100%$609.7K———
Navellier & Associates Inc
N/A—3,206-3,206-100%$608.4K———
LaSalle St. Investment Advisors, LLC
N/A—3,204-3,204-100%$607.8K———
Horizon Bancorp Inc
N/A—3,168-3,168-100%$601.0K———
Schulhoff & Co Inc
N/A—3,160-3,160-100%$599.5K———
Sittner & Nelson, LLC
N/A—3,158-3,158-100%$599.2K———
Paragon Capital Management LLC
N/A—3,148-3,148-100%$597.3K———
Seeds Investor LLC
N/A—3,133-3,133-100%$594.5K———
Sequent Planning LLC
N/A—3,116-3,116-100%$591.3K———
First Dallas Securities Inc.
N/A—3,109-3,109-100%$589.9K———
Drucker Wealth 3.0, LLC
N/A—3,106-3,106-100%$589.3K———
Invst, LLC
N/A—3,092-3,092-100%$586.7K———
Aurdan Capital Management, LLC
N/A—3,092-3,092-100%$586.6K———
Stonebrook Private Inc.
N/A—3,083-3,083-100%$584.9K———
Pinnacle West Asset Management, Inc.
N/A—3,065-3,065-100%$582.0K———
IMA Advisory Services, Inc.
N/A—3,054-3,054-100%$579.4K———
AlphaGrep UK Ltd
N/A—3,049-3,049-100%$578.5K———
McGowan Group Asset Management, Inc.
N/A—3,049-3,049-100%$578.5K———
Bulltick Wealth Management, LLC
N/A—3,035-3,035-100%$575.8K———
Ethos Financial Group, LLC
N/A—3,011-3,011-100%$648.2K———
Aristotle Atlantic Partners, LLC
N/A—3,000-3,000-100%$569.2K———
Strathmore Capital Advisors, Inc.
N/A—2,984-2,984-100%$578.0K———
Octavia Wealth Advisors, LLC
N/A—2,980-2,980-100%$565.5K———
Prosperity Bancshares Inc
N/A—2,978-2,978-100%$565.0K———
Wallace Capital Management Inc.
N/A—2,975-2,975-100%$564.4K———
Stonebridge Financial Group, LLC
N/A—2,970-2,970-100%$563.0K———
Joule Financial, LLC
N/A—2,955-2,955-100%$560.7K———
Mathes Company, Inc.
N/A—2,953-2,953-100%$560.0K———
Cofg Advisors, LLC
N/A—2,908-2,908-100%$551.7K———
Bouchey Financial Group, Ltd.
N/A—2,904-2,904-100%$551.1K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,895-2,895-100%$549.3K———
Doheny Asset Management
N/A—2,888-2,888-100%$548.0K———
Caldwell Sutter Capital, Inc.
N/A—2,877-2,877-100%$545.9K———
DV Trading LLC
N/A—2,861-2,861-100%$542.8K———
Palumbo Wealth Management LLC
N/A—2,855-2,855-100%$541.8K———
Cornerstone Select Advisors, LLC
N/A—2,819-2,819-100%$534.8K———
Topsail Wealth Management, LLC
N/A—2,812-2,812-100%$533.5K———
Bay Rivers Group
N/A—2,809-2,809-100%$533.0K———
Drake & Associates, LLC
N/A—2,806-2,806-100%$532.4K———
Crews Bank & Trust
N/A—2,799-2,799-100%$531.1K———
Disciplined Investors, L.L.C.
N/A—2,790-2,790-100%$529.4K———
M3 Advisory Group, LLC
N/A—2,790-2,790-100%$529.4K———
EWA, LLC
N/A—2,776-2,776-100%$526.6K———
Core Alternative Capital
N/A—2,772-2,772-100%$525.9K———
Resolute Wealth Strategies, LLC
N/A—2,759-2,759-100%$523.5K———
Fieldview Capital Management, LLC
N/A—2,757-2,757-100%$523.1K———
Acorns Advisers, LLC
N/A—2,757-2,757-100%$523.0K———
PIN OAK Investment Advisors Inc
N/A—2,751-2,751-100%$522.0K———
Spwm Advisors LLC
N/A—2,749-2,749-100%$531.9K———
Bridgefront Capital, LLC
N/A—2,739-2,739-100%$519.7K———
First National Bank & Trust Co of Newtown
N/A—2,729-2,729-100%$587.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,729-2,729-100%$517.0K———
WJ Financial Advisors LLC
N/A—2,728-2,728-100%$517.6K———
Lummis Asset Management, LP
N/A—2,727-2,727-100%$582.0K———
Bearing Point Capital, LLC
N/A—2,725-2,725-100%$517.0K———
Empirical Asset Management, LLC
N/A—2,725-2,725-100%$517.0K———
Performance Wealth Partners, LLC
N/A—2,720-2,720-100%$516.1K———
Lansing Street Advisors
N/A—2,719-2,719-100%$516.0K———
44 Wealth Management LLC
N/A—2,702-2,702-100%$512.7K———
Fi3 Financial Advisors, LLC
N/A—2,701-2,701-100%$574.9K———
AssuredPartners Investment Advisors, LLC
N/A—2,701-2,701-100%$512.5K———
Bayesian Capital Management, LP
N/A—2,700-2,700-100%$512.3K———
Waddell & Associates, LLC
N/A—2,698-2,698-100%$511.9K———
Christine Messmer PC
N/A—2,696-2,696-100%$511.6K———
Per Stirling Capital Management, Llc.
N/A—2,689-2,689-100%$510.2K———
Wealthspire Retirement, LLC
N/A—2,669-2,669-100%$506.4K———
Goldstone Financial Group, LLC
N/A—2,646-2,646-100%$502.0K———
Gardner Lewis Asset Management L P
N/A—2,605-2,605-100%$494.2K———
Winning Points Advisors, LLC
N/A—2,600-2,600-100%$493.3K———
SGL Investment Advisors, Inc.
N/A—2,599-2,599-100%$582.5K———
Brendel Financial Advisors LLC
N/A—2,599-2,599-100%$493.1K———
Pennington Partners & Co., LLC
N/A—2,587-2,587-100%$490.7K———
Westmount Partners, LLC
N/A—2,564-2,564-100%$486.5K———
Chancellor Financial Group WB LP
N/A—2,545-2,545-100%$482.8K———
Second Line Capital, LLC
N/A—2,544-2,544-100%$482.7K———
Summit Wealth Group, LLC
N/A—2,542-2,542-100%$482.3K———
Prasad Wealth Partners, LLC
N/A—2,534-2,534-100%$480.8K———
Anchor Bay Capital, Inc.
N/A—2,517-2,517-100%$564.1K———
Beta Wealth Group, Inc.
N/A—2,508-2,508-100%$475.8K———
URS Advisory LLC
N/A—2,507-2,507-100%$475.7K———
Eldridge Investment Advisors, Inc.
N/A—2,490-2,490-100%$472.5K———
Corient IA LP
N/A—2,473-2,473-100%$469.2K———
Faithward Advisors, LLC
N/A—2,470-2,470-100%$468.6K———
Measured Wealth Private Client Group, LLC
N/A—2,467-2,467-100%$468.1K———
US Asset Management LLC
N/A—2,459-2,459-100%$466.5K———
Strategic Financial Services, Inc.
N/A—2,453-2,453-100%$465.4K———
Brown Financial Advisors
N/A—2,449-2,449-100%$464.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,434-2,434-100%$541.1K———
GTS Securities LLC
N/A—2,426-2,426-100%$460.3K———
Borer Denton & Associates, Inc.
N/A—2,407-2,407-100%$456.7K———
Demming Financial Services Corp
N/A—2,380-2,380-100%$451.6K———
Garden State Investment Advisory Services LLC
N/A—2,379-2,379-100%$451.3K———
Manhattan West Asset Management, LLC
N/A—2,378-2,378-100%$451.2K———
Elgethun Capital Management
N/A—2,368-2,368-100%$449.3K———
Paces Ferry Wealth Advisors, LLC
N/A—2,360-2,360-100%$447.9K———
Family Manage LLC
N/A—2,357-2,357-100%$447.2K———
Castle Wealth Management LLC
N/A—2,355-2,355-100%$446.9K———
Ellevest, Inc.
N/A—2,354-2,354-100%$320.2K———
Morrissey Wealth Management, LLC
N/A—2,353-2,353-100%$434.6K———
Omnia Family Wealth, LLC
N/A—2,351-2,351-100%$446.1K———
Liberty Square Wealth Partners LLC
N/A—2,342-2,342-100%$444.3K———
Madison Wealth Partners, Inc
N/A—2,334-2,334-100%$442.9K———
Bogart Wealth, LLC
N/A—2,334-2,334-100%$442.8K———
Panoramic Capital Partners, LLC
N/A—2,330-2,330-100%$442.1K———
Planning Center, Inc.
N/A—2,328-2,328-100%$441.8K———
Parkwoods Wealth Partners, LLC
N/A—2,323-2,323-100%$440.7K———
RiverGlades Family Offices LLC
N/A—2,316-2,316-100%$439.4K———
Centennial Bank
N/A—2,313-2,313-100%$438.8K———
Aristotle Capital Management, LLC
N/A—2,302-2,302-100%$436.8K———
Polymer Capital Management (US) LLC
N/A—2,300-2,300-100%$436.4K———
Legacy Wealth Advisors, LLC
N/A—2,286-2,286-100%$433.7K———
Meramec Financial Planners, LLC
N/A—2,286-2,286-100%$499.3K———
Continuum Advisory, LLC
N/A—2,280-2,280-100%$432.6K———
Stonebridge Capital Management Inc
N/A—2,274-2,274-100%$431.4K———
Safeguard Investment Advisory Group, LLC
N/A—2,269-2,269-100%$430.1K———
Wick Capital Partners, LLC
N/A—2,269-2,269-100%$430.5K———
Impact Partnership Wealth, LLC
N/A—2,267-2,267-100%$430.1K———
Strategies Wealth Advisors, LLC
N/A—2,265-2,265-100%$429.7K———
Truvestments Capital LLC
N/A—2,258-2,258-100%$428.4K———
Osborne Partners Capital Management, LLC
N/A—2,244-2,244-100%$425.8K———
Fortis Capital Management LLC
N/A—2,235-2,235-100%$424.0K———
HFG Advisors, Inc.
N/A—2,233-2,233-100%$423.7K———
Ames National Corp
N/A—2,228-2,228-100%$422.7K———
AllGen Financial Advisors, Inc.
N/A—2,227-2,227-100%$422.6K———
Wealth Advisors of Iowa, LLC
N/A—2,225-2,225-100%$422.2K———
Meridian Wealth Partners, LLC
N/A—2,218-2,218-100%$420.8K———
Bannerstone Capital Management, LLC
N/A—2,211-2,211-100%$419.5K———
Twin City Private Wealth, LLC
N/A—2,209-2,209-100%$419.2K———
Granite Harbor Advisors, Inc.
N/A—2,187-2,187-100%$414.9K———
Fairfield, Bush & Co.
N/A—2,174-2,174-100%$412.5K———
Oxford Wealth Group, LLC
N/A—2,149-2,149-100%$407.8K———
Dorsey Wright & Associates
N/A—2,137-2,137-100%$405.5K———
Ellenbecker Investment Group
N/A—2,122-2,122-100%$402.8K———
Ducere Wealth Management LLC
N/A—2,120-2,120-100%$402.3K———
Weik Capital Management
N/A—2,087-2,087-100%$396.0K———
Pacific Point Advisors, LLC
N/A—2,081-2,081-100%$394.8K———
Maridea Wealth Management LLC
N/A—2,063-2,063-100%$391.5K———
Legend Capital Advisors LLC
N/A—2,055-2,055-100%$389.9K———
BlackDiamond Wealth Management, LLC
N/A—2,052-2,052-100%$459.9K———
Quarry LP
N/A—2,052-2,052-100%$389.3K———
BSW Wealth Partners
N/A—2,042-2,042-100%$387.5K———
Windsor Advisory Group, LLC
N/A—2,041-2,041-100%$387.2K———
Tower Wealth Partners, Inc.
N/A—2,036-2,036-100%$386.3K———
Alta Wealth Advisors LLC
N/A—2,025-2,025-100%$384.1K———
Prestige Wealth Management Group LLC
N/A—2,014-2,014-100%$382.1K———
American Money Management, LLC
N/A—2,011-2,011-100%$381.5K———
Oversea-Chinese Banking Corp Ltd
N/A—2,007-2,007-100%$377.3K———
Harvey Capital Management Inc
N/A—1,998-1,998-100%$379.1K———
Wallace Advisory Group, LLC
N/A—1,977-1,977-100%$375.1K———
Stillwater Private Wealth, LLC
N/A—1,968-1,968-100%$438———
Morris Financial Concepts, Inc.
N/A—1,957-1,957-100%$371.3K———
Aspen Grove Capital, LLC
N/A—1,950-1,950-100%$370.1K———
Camelot Portfolios, LLC
N/A—1,947-1,947-100%$369.3K———
CM Wealth Advisors LLC
N/A—1,944-1,944-100%$368.8K———
denkapparat Operations GmbH
N/A—1,942-1,942-100%$368.5K———
Hillman Capital Management, Inc.
N/A—1,935-1,935-100%$367.1K———
Palisade Capital Management, LP
N/A—1,932-1,932-100%$366.6K———
Coign Capital Advisors LLC
N/A—1,904-1,904-100%$361.2K———
Jones Road Capital Management, L.P.
N/A—1,900-1,900-100%$360.5K———
Havemeyer Place LP
N/A—1,895-1,895-100%$359.5K———
VestGen Investment Management
N/A—1,892-1,892-100%$359.0K———
Wall Street Financial Group, Inc.
N/A—1,889-1,889-100%$358.4K———
Fiduciary Financial Advisors
N/A—1,886-1,886-100%$356.9K———
Flow Traders U.S. LLC
N/A—1,876-1,876-100%$356.0K———
Mizuho Markets Cayman LP
N/A—1,849-1,849-100%$350.8K———
HTG Investment Advisors, Inc.
N/A—1,846-1,846-100%$350.2K———
Mosaic Financial Group, LLC
N/A—1,841-1,841-100%$349.0K———
Manning & Napier Advisors LLC
N/A—1,833-1,833-100%$347.7K———
Wealth Management Associates, Inc.
N/A—1,830-1,830-100%$347.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,822-1,822-100%$345.7K———
Hamilton Wealth, LLC
N/A—1,808-1,808-100%$343.0K———
Motco
N/A—1,808-1,808-100%$343.0K———
New World Advisors LLC
N/A—1,805-1,805-100%$342.5K———
Hexagon Capital Partners LLC
N/A—1,803-1,803-100%$342.1K———
Knightsbridge Asset Management, LLC
N/A—1,795-1,795-100%$340.5K———
Consilio Wealth Advisors, LLC
N/A—1,775-1,775-100%$336.8K———
Spreng Capital Management, Inc.
N/A—1,766-1,766-100%$335.1K———
Keating Financial Advisory Services, Inc.
N/A—1,756-1,756-100%$333.1K———
Gambit Capital Management, LLC
N/A—1,752-1,752-100%$332.4K———
Oxbow Advisors, LLC
N/A—1,748-1,748-100%$331.7K———
Tulsa Wealth Advisors, Inc
N/A—1,744-1,744-100%$330.9K———
Sargent Investment Group, LLC
N/A—1,740-1,740-100%$330.1K———
LeClair Wealth Partners LLC
N/A—1,735-1,735-100%$329.2K———
Berger Financial Group, Inc
N/A—1,734-1,734-100%$328.9K———
Lakeridge Wealth Management LLC
N/A—1,732-1,732-100%$328.6K———
Twin Peaks Wealth Advisors, LLC
N/A—1,720-1,720-100%$326.3K———
Paradigm Capital Management, LLC
N/A—1,700-1,700-100%$322.0K———
Symphony Financial Services, Inc.
N/A—1,698-1,698-100%$322.2K———
Wayfinding Financial, LLC
N/A—1,697-1,697-100%$322.0K———
ESL Trust Services, LLC
N/A—1,683-1,683-100%$319.3K———
JTC Employer Solutions Trustee Ltd
N/A—1,680-1,680-100%$319.0K———
Avenir Corp
N/A—1,679-1,679-100%$318.6K———
Severin Investments, LLC
N/A—1,678-1,678-100%$318.3K———
Vision Retirement, LLC
N/A—1,673-1,673-100%$317.4K———
Alongside, LLC
N/A—1,672-1,672-100%$317.2K———
49 Wealth Management, LLC
N/A—1,672-1,672-100%$317.2K———
Magnolia Capital Advisors LLC
N/A—1,668-1,668-100%$316.5K———
S&T Bank
N/A—1,664-1,664-100%$315.7K———
Tranquilli Financial Advisor LLC
N/A—1,661-1,661-100%$315.1K———
Rowlandmiller & Partners.adv
N/A—1,657-1,657-100%$314.5K———
Winslow Asset Management Inc
N/A—1,648-1,648-100%$313.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,646-1,646-100%$312.3K———
Sivia Capital Partners, LLC
N/A—1,645-1,645-100%$312.1K———
Rosenblum Silverman Sutton S F Inc
N/A—1,644-1,644-100%$311.9K———
Byrne Financial Freedom, LLC
N/A—1,636-1,636-100%$310.4K———
Birchcreek Wealth Management, LLC
N/A—1,618-1,618-100%$307.0K———
Front Street Capital Management, Inc.
N/A—1,613-1,613-100%$306.0K———
Swan Global Investments, LLC
N/A—1,609-1,609-100%$305.3K———
Clarkston Capital Partners, LLC
N/A—1,608-1,608-100%$305.1K———
Keyvantage Wealth, LLC
N/A—1,604-1,604-100%$304.3K———
Trivium Point Advisory, LLC
N/A—1,593-1,593-100%$302.3K———
Kapstone Financial Advisors LLC
N/A—1,593-1,593-100%$302.2K———
Ponta Wealth Partners, LLC
N/A—1,573-1,573-100%$298.4K———
Jackson Thornton Wealth Management, LLC
N/A—1,565-1,565-100%$296.9K———
Planning Alternatives LTD
N/A—1,563-1,563-100%$296.5K———
Old West Investment Management, LLC
N/A—1,559-1,559-100%$295.8K———
WFA of San Diego, LLC
N/A—1,555-1,555-100%$342.8K———
Wellington-Altus USA Inc.
N/A—1,552-1,552-100%$299.4K———
KEB Asset Management, LLC
N/A—1,540-1,540-100%$292.1K———
Stuart Investment Advisors, Inc.
N/A—1,528-1,528-100%$289.9K———
Dash Acquisitions Inc.
N/A—1,524-1,524-100%$339.5K———
Summit Wealth Partners, LLC
N/A—1,524-1,524-100%$289.1K———
Intellus Advisors LLC
N/A—1,521-1,521-100%$288.6K———
Van Diest Capital, LLC
N/A—1,500-1,500-100%$284.7K———
Wealthgarden F.S. LLC
N/A—1,498-1,498-100%$284.3K———
Northwest Quadrant Wealth Management, LLC
N/A—1,496-1,496-100%$283.8K———
WealthTrak Capital Management LLC
N/A—1,491-1,491-100%$282.9K———
Allied Private Wealth LLC
N/A—1,473-1,473-100%$287.3K———
Stephens Investment Management Group LLC
N/A—1,471-1,471-100%$279.1K———
Significant Wealth Partners LLC
N/A—1,470-1,470-100%$278.9K———
Ranch Capital Advisors Inc.
N/A—1,464-1,464-100%$277.8K———
Tribridge Partners Financial LLC
N/A—1,459-1,459-100%$318.7K———
Star Financial Bank
N/A—1,439-1,439-100%$273.0K———
Westpac Banking Corp
N/A—1,437-1,437-100%$272.6K———
Kennedy Capital Management LLC
N/A—1,436-1,436-100%$272.5K———
Osterweis Capital Management Inc
N/A—1,436-1,436-100%$272.5K———
Bravera Wealth
N/A—1,428-1,428-100%$270.9K———
Retirement Income Solutions, Inc
N/A—1,426-1,426-100%$275.1K———
Integrity Financial Corp
N/A—1,416-1,416-100%$268.7K———
Stembrook Asset Management, LLC
N/A—1,415-1,415-100%$268.5K———
Ballast Advisors LLC
N/A—1,412-1,412-100%$267.9K———
Calydon Capital
N/A—1,411-1,411-100%$267.7K———
Oakmont Corp
N/A—1,410-1,410-100%$267.5K———
Broyhill Asset Management, LLC
N/A—1,404-1,404-100%$266.4K———
Second Half Financial Partners, LLC
N/A—1,402-1,402-100%$265.9K———
Westfuller Advisors, LLC
N/A—1,402-1,402-100%$265.9K———
Alesco Advisors, LLC, An ESL Co
N/A—1,397-1,397-100%$265.1K———
IAM Advisory, LLC
N/A—1,395-1,395-100%$264.8K———
Eaton Financial Holdings Company, LLC
N/A—1,392-1,392-100%$264.1K———
Wood Tarver Financial Group, LLC
N/A—1,390-1,390-100%$263.0K———
PAX Financial Group, LLC
N/A—1,388-1,388-100%$263.3K———
Paladin Advisory Group, LLC
N/A—1,381-1,381-100%$262.0K———
Boston Research & Management Inc
N/A—1,380-1,380-100%$261.8K———
OneAscent Family Office, LLC
N/A—1,374-1,374-100%$260.7K———
Capital Group Investment Management Pte. Ltd.
N/A—1,370-1,370-100%$259.9K———
Capstone Financial Advisors, Inc.
N/A—1,370-1,370-100%$260.0K———
Torrey-Payne Wealth Management, LLC
N/A—1,368-1,368-100%$259.6K———
Redwood Investment Management, LLC
N/A—1,365-1,365-100%$259.0K———
National Philanthropic Trust
N/A—1,364-1,364-100%$258.8K———
Marshall Investment Management, LLC
N/A—1,359-1,359-100%$257.9K———
Sequent Asset Management, LLC
N/A—1,354-1,354-100%$256.9K———
Golden Road Advisors LLC
N/A—1,352-1,352-100%$256.5K———
Clarendon Private LLC
N/A—1,349-1,349-100%$255.9K———
Copley Financial Group, Inc.
N/A—1,335-1,335-100%$253.3K———
Caerus Investment Advisors, LLC
N/A—1,334-1,334-100%$253.1K———
Pursue Wealth Partners LLC
N/A—1,331-1,331-100%$252.5K———
Prelude Capital Management, LLC
N/A—1,331-1,331-100%$252.5K———
Hobbs Group Advisors, LLC
N/A—1,328-1,328-100%$252.0K———
Dynasty Wealth Management, LLC
N/A—1,324-1,324-100%$251.1K———
Blalock Williams, LLC
N/A—1,321-1,321-100%$250.6K———
CFO4Life Group, LLC
N/A—1,318-1,318-100%$250.0K———
First American Trust, FSB
N/A—1,316-1,316-100%$249.8K———
Harvest Investment Services, LLC
N/A—1,310-1,310-100%$248.5K———
Forefront Wealth Partners, LLC
N/A—1,300-1,300-100%$246.7K———
Adalta Capital Management LLC
N/A—1,300-1,300-100%$246.6K———
EQ Wealth Advisors, LLC
N/A—1,300-1,300-100%$246.7K———
MRP Capital Investments, LLC
N/A—1,300-1,300-100%$246.6K———
Flatrock Wealth Partners LLC
N/A—1,293-1,293-100%$245.3K———
Old North State Trust, LLC
N/A—1,284-1,284-100%$244.0K———
Wills Financial Group LLC
N/A—1,276-1,276-100%$242.1K———
Peak Retirement Planning, Inc.
N/A—1,270-1,270-100%$241.0K———
Ehrenkranz Partners L.P.
N/A—1,270-1,270-100%$241.0K———
Orcam Financial Group
N/A—1,269-1,269-100%$240.8K———
Cypress Capital Management LLC (WY)
N/A—1,265-1,265-100%$240.0K———
Betterment LLC
N/A—1,259-1,259-100%$239.0K———
Satovsky Asset Management LLC
N/A—1,251-1,251-100%$237.3K———
CCG Wealth Management, LLC
N/A—1,246-1,246-100%$236.4K———
George Kaiser Family Foundation
N/A—1,240-1,240-100%$235.3K———
Ameriflex Group, Inc.
N/A—1,239-1,239-100%$235.1K———
Summitry LLC
N/A—1,237-1,237-100%$234.7K———
Petix & Botte Co
N/A—1,230-1,230-100%$233.4K———
Colter Lewis Investment Partners LLC
N/A—1,229-1,229-100%$233.2K———
Traub Capital Management LLC
N/A—1,221-1,221-100%$231.7K———
JT Stratford LLC
N/A—1,214-1,214-100%$230.3K———
Westshore Wealth, LLC
N/A—1,213-1,213-100%$230.1K———
V. M. Manning & Co., Inc.
N/A—1,210-1,210-100%$229.6K———
Red Wave Investments LLC
N/A—1,190-1,190-100%$225.8K———
Saturna Capital Corp
N/A—1,187-1,187-100%$225.2K———
Mustico Financial Group, Inc.
N/A—1,185-1,185-100%$244.1K———
Beto Financial Group, LLC
N/A—1,182-1,182-100%$229.8K———
Marietta Investment Partners LLC
N/A—1,182-1,182-100%$224.3K———
O'rourke & Company, Inc
N/A—1,168-1,168-100%$221.6K———
Pinnacle Family Advisors, LLC
N/A—1,164-1,164-100%$220.8K———
Vantage Point Financial LLC
N/A—1,155-1,155-100%$219.1K———
Burnham & Co LLC
N/A—1,150-1,150-100%$218.2K———
Dopkins Wealth Management, LLC
N/A—1,147-1,147-100%$217.7K———
Atlanta Consulting Group Advisors, LLC
N/A—1,143-1,143-100%$216.9K———
Blom & Howell Financial Planning, Inc.
N/A—1,131-1,131-100%$214.6K———
Aspire Capital Advisors LLC
N/A—1,128-1,128-100%$214.0K———
Objectivity Squared, LLC
N/A—1,126-1,126-100%$213.6K———
Bull Harbor Capital LLC
N/A—1,123-1,123-100%$213.1K———
Chase Investment Counsel Corp
N/A—1,123-1,123-100%$213.0K———
Runnymede Capital Advisors, Inc.
N/A—1,121-1,121-100%$212.7K———
Geometric Wealth Advisors
N/A—1,120-1,120-100%$212.5K———
Saiph Capital, LLC
N/A—1,119-1,119-100%$212.3K———
Yarger Wealth Strategies, LLC
N/A—1,119-1,119-100%$219.2K———
Inspire Advisors, LLC
N/A—1,118-1,118-100%$212.4K———
Mendel Capital Management LLC
N/A—1,116-1,116-100%$211.8K———
Capital Financial Group Inc\co\
N/A—1,112-1,112-100%$211.0K———
Concorde Asset Management, LLC
N/A—1,105-1,105-100%$209.7K———
Astoria Portfolio Advisors Llc.
N/A—1,104-1,104-100%$209.5K———
Novak & Powell Financial Services, Inc.
N/A—1,104-1,104-100%$209.5K———
Owen LaRue, LLC
N/A—1,095-1,095-100%$207.8K———
Avalon Trust Co
N/A—1,094-1,094-100%$207.6K———
Boston Partners
N/A—1,094-1,094-100%$207.9K———
Barnes Pettey Financial Advisors, LLC
N/A—1,084-1,084-100%$205.7K———
Hutchinson Capital Management
N/A—1,079-1,079-100%$204.7K———
Pasadena Private Wealth, LLC
N/A—1,078-1,078-100%$204.6K———
Nicholson Wealth Management Group, LLC
N/A—1,078-1,078-100%$204.5K———
American Financial Advisors, LLC
N/A—1,074-1,074-100%$203.7K———
Entelevest, LLC
N/A—1,072-1,072-100%$203.4K———
Slagle Financial, LLC
N/A—1,064-1,064-100%$201.9K———
1015 Capital Partners, LLC
N/A—1,039-1,039-100%$197.1K———
Consultiva Wealth Management, Corp.
N/A—1,032-1,032-100%$195.8K———
Financial Gravity Companies, Inc.
N/A—1,009-1,009-100%$191.4K———
Bruce G. Allen Investments, LLC
N/A—967-967-100%$183.5K———
Riverview Trust Co
N/A—888-888-100%$168.5K———
Fourth Dimension Wealth, LLC
N/A—869-869-100%$164.9K———
PlanVest Financial, Inc
N/A—858-858-100%$162.8K———
Tacita Capital Inc
N/A—847-847-100%$160.7K———
Capula Management Ltd
N/A—784-784-100%$148.7K———
Kerr Financial Planning Corp
N/A—769-769-100%$145.9K———
Wiser Advisor Group LLC
N/A—749-749-100%$142.1K———
Cornerstone Financial Management LLC
N/A—732-732-100%$138.9K———
Ankerstar Wealth, LLC
N/A—725-725-100%$137.7K———
JPL Wealth Management, LLC
N/A—725-725-100%$137.6K———
Beaird Harris Wealth Management, LLC
N/A—716-716-100%$135.8K———
Tanglewood Legacy Advisors, LLC
N/A—710-710-100%$134.7K———
Vaughan Nelson Investment Management, L.P.
N/A—700-700-100%$132.8K———
Godfrey Financial Associates, Inc.
N/A—688-688-100%$130.5K———
Hollencrest Capital Management
N/A—673-673-100%$127.8K———
TD Capital Management LLC
N/A—665-665-100%$126.1K———
Kelly Lawrence W & Associates Inc
N/A—650-650-100%$123.3K———
Tidemark, LLC
N/A—629-629-100%$119.4K———
Strategic Investment Solutions, Inc.
N/A—614-614-100%$116.5K———
Westend Capital Management, LLC
N/A—609-609-100%$115.5K———
Abound Financial, LLC
N/A—595-595-100%$112.9K———
Highland Investment Advisors LLC
N/A—576-576-100%$109.3K———
Mcguire Capital Advisors Inc
N/A—561-561-100%$106.5K———
Quantum Portfolio Management LLC
N/A—500-500-100%$94.9K———
Walsh & Associates, LLC
N/A—500-500-100%$94.9K———
Meeder Asset Management Inc
N/A—492-492-100%$93.3K———
Frazier Financial Advisors, LLC
N/A—460-460-100%$87.2K———
Uniplan Investment Counsel, Inc.
N/A—448-448-100%$85.2K———
Kemnay Advisory Services Inc.
N/A—427-427-100%$81.0K———
Loomis Sayles & Co L P
N/A—406-406-100%$77.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—403-403-100%$76.6K———
Nalls Sherbakoff Group, LLC
N/A—385-385-100%$73.0K———
Millstone Evans Group, LLC
N/A—363-363-100%$68.9K———
Seneschal Advisors, LLC
N/A—332-332-100%$63.0K———
Dogwood Wealth Management LLC
N/A—328-328-100%$62.2K———
Strive Financial Group,LLC
N/A—280-280-100%$53.1K———
Mpwm Advisory Solutions, LLC
N/A—276-276-100%$52.3K———
Cbiz Investment Advisory Services, LLC
N/A—276-276-100%$53.2K———
Kilter Group LLC
N/A—271-271-100%$51.5K———
Groupe la Francaise
N/A—261-261-100%$45.4K———
VSM Wealth Advisory, LLC
N/A—255-255-100%$48.3K———
Nova Wealth Management, Inc.
N/A—254-254-100%$48.1K———
Raelipskie Partnership
N/A—250-250-100%$47.4K———
Ogorek Anthony Joseph
N/A—226-226-100%$42———
Atlantic Private Wealth, LLC
N/A—200-200-100%$37.9K———
NCP Inc.
N/A—200-200-100%$37.9K———
Boreal Capital Management LLC
N/A—194-194-100%$36.8K———
Atlas Capital Advisors Inc.
N/A—194-194-100%$36.8K———
BOK Financial Private Wealth, Inc.
N/A—191-191-100%$36.2K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—181-181-100%$34.3K———
Synergy Investment Management, LLC
N/A—175-175-100%$35.8K———
Philadelphia Investment Partners, LLC
N/A—172-172-100%$32.6K———
Front Row Advisors LLC
N/A—170-170-100%$38.1K———
Investors Portfolio Services LLC
N/A—165-165-100%$31.3K———
Core Capital Management & Research, inc.
N/A—163-163-100%$34.2K———
Pinney & Scofield, Inc.
N/A—149-149-100%$28.3K———
Parallax Volatility Advisers, L.P.
N/A—137-137-100%$26.0K———
Osbon Capital Management LLC
N/A—134-134-100%$25.4K———
SOA Wealth Advisors, Llc.
N/A—123-123-100%$23.3K———
Roble, Belko & Company, Inc
N/A—118-118-100%$22———
Purpose Unlimited Inc.
N/A—118-118-100%$22.8K———
Atomic Invest LLC
N/A—117-117-100%$22.0K———
Graney & King, LLC
N/A—114-114-100%$21.6K———
Clal Insurance Enterprises Holdings Ltd
N/A—111-111-100%$21.0K———
Regatta Research & Money Management
N/A—107-107-100%$20.2K———
Harborfront Financial Group LLC
N/A—101-101-100%$19.2K———
Raffa Wealth Management, LLC
N/A—96-96-100%$18.2K———
Imprint Wealth LLC
N/A—85-85-100%$16.1K———
1 North Wealth Services LLC
N/A—77-77-100%$14.6K———
HighMark Wealth Management LLC
N/A—75-75-100%$14.2K———
Tripletail Wealth Management, LLC
N/A—75-75-100%$14.9K———
JDM Financial Group LLC
N/A—69-69-100%$13.1K———
Park Square Financial Group, LLC
N/A—62-62-100%$11.8K———
Bellevue Asset Management, LLC
N/A—55-55-100%$10.6K———
Bard Associates Inc
N/A—54-54-100%$10.2K———
Oakmont Advisory Group, LLC
N/A—49-49-100%$9.3K———
Longview Financial Advisors LLC
N/A—47-47-100%$8.9K———
Battery Global Advisors, LLC
N/A—44-44-100%$8.3K———
Itau Unibanco Holding S.A.
N/A—35-35-100%$6.6K———
HFM Investment Advisors, LLC
N/A—32-32-100%$6.1K———
Investment Counsel Co of Nevada
N/A—27-27-100%$5.1K———
Luminist Capital LLC
N/A—24-24-100%$4.6K———
Game Plan Financial Advisors, LLC
N/A—24-24-100%$4.6K———
Copia Wealth Management
N/A—22-22-100%$4.2K———
Caitlin John, LLC
N/A—21-21-100%$4.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—20-20-100%$3.8K———
Operose Advisors LLC
N/A—17-17-100%$3.2K———
Swan Capital LLC
N/A—16-16-100%$3.0K———
Vanguard Advisers Inc
N/A—16-16-100%$3.1K———
Providence Capital Advisors, LLC
N/A—15-15-100%$2.8K———
Palladiem, LLC
N/A—9-9-100%$1.7K———
Delos Wealth Advisors, LLC
N/A—9-9-100%$1.7K———
Benson Wealth Management Inc
N/A—7-7-100%$1.3K———
Ross\johnson & Associates LLC
N/A—5-5-100%$949———
Sankala Group LLC
N/A—4-4-100%$898———
Leo H. Evart, Inc.
N/A—3-3-100%$596———
Showing 3580 of 3580 institutions