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RIO Tinto PLC (RIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares20,907,963 from 20,675,995
Change+231,968 (+1%)
Value$2.0B (+$6.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares1,374,701 from 1,546,230
Change-171,529 (-11%)
Value$129.5M (-$17.3M)
Filed 2026-11-04
Todd Asset Management LLC
DECREASED
Shares875,083 from 876,896
Change-1,813 (0%)
Value$82.4M (-$837.0K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares596,671 from 548,276
Change+48,395 (+9%)
Value$56.2M (+$4.1M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares560,756 from 572,797
Change-12,041 (-2%)
Value$52.8M (-$1.6M)
Filed 2026-11-06
Pacific Heights Asset Management LLC
DECREASED
Shares400,000 from 450,000
Change-50,000 (-11%)
Value$37.7M (-$5.1M)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares361,297 from 405,574
Change-44,277 (-11%)
Value$40.6M (+$2.1M)
Filed 2026-11-06
Kornitzer Capital Management Inc
DECREASED
Shares282,438 from 284,454
Change-2,016 (-1%)
Value$26.6M (-$406.0K)
Filed 2026-11-03
Cidel Asset Management Inc
INCREASED
Shares242,347 from 241,718
Change+629 (+0%)
Value$22.8M (-$124.5K)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares241,908 from 403,503
Change-161,595 (-40%)
Value$22.8M (-$15.5M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares231,428 from 269,331
Change-37,903 (-14%)
Value$21.8M (-$3.8M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
INCREASED
Shares224,384 from 140,941
Change+83,443 (+59%)
Value$21.1M (+$7.8M)
Filed 2026-10-27
Anchor Capital Advisors LLC
INCREASED
Shares217,331 from 216,922
Change+409 (+0%)
Value$20.5M (-$126.4K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares210,961 from 208,598
Change+2,363 (+1%)
Value$19.9M (+$64.0K)
Filed 2026-10-28
Oak Harvest Investment Services
INCREASED
Shares199,195 from 198,264
Change+931 (+0%)
Value$18.8M (-$63.0K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares191,198 from 191,237
Change-39 (0%)
Value$18.0M (-$149.0K)
Filed 2026-10-16
Bell Bank
DECREASED
Shares152,818 from 153,586
Change-768 (0%)
Value$14.4M (-$189.0K)
Filed 2026-10-21
ABC Arbitrage SA
DECREASED
Shares138,756 from 406,269
Change-267,513 (-66%)
Value$13.1M (-$25.5M)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares138,088 from 143,044
Change-4,956 (-3%)
Value$13.0M (-$575.4K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares131,119 from 127,265
Change+3,854 (+3%)
Value$12.3M (+$266.2K)
Filed 2026-10-26
Kapitalo Investimentos Ltda
INCREASED
Shares128,447 from 127,754
Change+693 (+1%)
Value$12.1M (-$31.8K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares123,027 from 95,326
Change+27,701 (+29%)
Value$11.5M (+$2.9M)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares119,766 from 112,035
Change+7,731 (+7%)
Value$11.3M (+$642.9K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares116,487 from 117,621
Change-1,134 (-1%)
Value$11.0K (-$11.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares113,932 from 116,629
Change-2,697 (-2%)
Value$10.7M (-$342.6K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares109,959 from 102,427
Change+7,532 (+7%)
Value$10.4M (+$631.5K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares109,512 from 112,376
Change-2,864 (-3%)
Value$10.3M (-$355.2K)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares106,900 from 106,628
Change+272 (+0%)
Value$10.1M (-$55.5K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares99,098 from 76,751
Change+22,347 (+29%)
Value$9.3M (+$2.0M)
Filed 2026-11-06
Forbes J M & Co LLP
INCREASED
Shares98,053 from 97,468
Change+585 (+1%)
Value$9.2M (-$19.0K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares95,539 from 111,336
Change-15,797 (-14%)
Value$9.0M (-$1.6M)
Filed 2026-10-28
Salem Investment Counselors Inc
DECREASED
Shares92,560 from 106,868
Change-14,308 (-13%)
Value$8.7M (-$1.4M)
Filed 2026-10-13
Addenda Capital Inc.
UNCHANGED
Shares91,600 from 91,600
Change0 (0%)
Value$8.6M (-$69.6K)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
INCREASED
Shares87,754 from 84,995
Change+2,759 (+3%)
Value$8.3M (+$195.2K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares85,873 from 75,238
Change+10,635 (+14%)
Value$8.1M (+$944.3K)
Filed 2026-10-30
Canal Insurance Co
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$7.5K (-$7.6M)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares79,203 from 100,630
Change-21,427 (-21%)
Value$7.4M (-$2.0M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares78,624 from 74,771
Change+3,853 (+5%)
Value$7.4M (+$306.0K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares78,391 from 77,923
Change+468 (+1%)
Value$7.3M (+$6.1K)
Filed 2026-11-04
Amundi
INCREASED
Shares76,705 from 67,755
Change+8,950 (+13%)
Value$7.2M (+$791.3K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
INCREASED
Shares73,655 from 70,960
Change+2,695 (+4%)
Value$6.9M (+$199.9K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
INCREASED
Shares70,725 from 70,411
Change+314 (+0%)
Value$6.7M (-$23.9K)
Filed 2026-10-16
Blume Capital Management, Inc.
DECREASED
Shares66,901 from 67,656
Change-755 (-1%)
Value$6.3M (-$122.5K)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares66,198 from 63,692
Change+2,506 (+4%)
Value$6.2M (+$187.6K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares64,559 from 64,546
Change+13 (+0%)
Value$6.1M (-$47.8K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares64,434 from 60,192
Change+4,242 (+7%)
Value$6.1M (+$353.7K)
Filed 2026-10-15
Uncommon Cents Investing Inc
INCREASED
Shares63,312 from 61,057
Change+2,255 (+4%)
Value$6.0M (+$166.0K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares63,023 from 63,285
Change-262 (0%)
Value$5.9M (-$72.8K)
Filed 2026-10-29
Lmcg Investments, LLC
INCREASED
Shares62,030 from 58,287
Change+3,743 (+6%)
Value$5.8M (+$308.2K)
Filed 2026-10-21
TrueMark Investments, LLC
INCREASED
Shares60,770 from 52,736
Change+8,034 (+15%)
Value$5.7M (+$716.5K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares60,379 from 60,086
Change+293 (+0%)
Value$5.7M (-$18.0K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares58,580 from 57,100
Change+1,480 (+3%)
Value$5.5M (+$96.0K)
Filed 2026-10-29
QSM Asset Management Ltd
UNCHANGED
Shares54,057 from 54,057
Change0 (0%)
Value$5.1M (-$23.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares53,495 from 56,434
Change-2,939 (-5%)
Value$5.0M (-$319.7K)
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares53,186 from 56,511
Change-3,325 (-6%)
Value$5.0M (-$356.0K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares52,413 from 97,622
Change-45,209 (-46%)
Value$4.9M (-$4.3M)
Filed 2026-10-16
Keybank National Association
DECREASED
Shares52,195 from 52,900
Change-705 (-1%)
Value$4.9M (-$106.6K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares48,249 from 49,082
Change-833 (-2%)
Value$4.5M (-$115.7K)
Filed 2026-10-20
EagleClaw Capital Managment, LLC
INCREASED
Shares47,520 from 46,860
Change+660 (+1%)
Value$4.5M (+$26.5K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares47,150 from 34,614
Change+12,536 (+36%)
Value$4.4M (+$1.2M)
Filed 2026-11-02
Euro Pacific Asset Management, LLC
DECREASED
Shares47,067 from 47,146
Change-79 (0%)
Value$4.4M (+$4.4M)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares45,995 from 40,781
Change+5,214 (+13%)
Value$4.3M (+$460.1K)
Filed 2026-10-26
Amanah Holdings Trust
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$4.2M (-$34.2K)
Filed 2026-10-23
MH & Associates Securities Management Corp
DECREASED
Shares44,891 from 45,841
Change-950 (-2%)
Value$4.2M (-$124.3K)
Filed 2026-10-30
Advocate Group LLC
DECREASED
Shares44,542 from 45,852
Change-1,310 (-3%)
Value$4.2M (-$158.2K)
Filed 2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED
Shares42,830 from 36,912
Change+5,918 (+16%)
Value$4.0K (-$3.5M)
Filed 2026-10-19
Capital Investment Counsel, LLC
INCREASED
Shares42,541 from 42,166
Change+375 (+1%)
Value$4.0M (+$3.3K)
Filed 2026-10-14
Hamilton Point Investment Advisors, LLC
INCREASED
Shares41,952 from 41,201
Change+751 (+2%)
Value$4.0M (+$39.4K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares40,869 from 42,561
Change-1,692 (-4%)
Value$3.8M (-$191.7K)
Filed 2026-10-14
Trust Investment Advisors
INCREASED
Shares39,954 from 35,915
Change+4,039 (+11%)
Value$3.8M (+$353.0K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares39,209 from 34,238
Change+4,971 (+15%)
Value$3.7M (+$442.1K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares38,439 from 35,432
Change+3,007 (+8%)
Value$3.6M (+$256.3K)
Filed 2026-10-13
Manske Wealth Management
INCREASED
Shares37,389 from 36,440
Change+949 (+3%)
Value$3.5M (+$61.6K)
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares37,287 from 37,029
Change+258 (+1%)
Value$3.5M (-$3.8K)
Filed 2026-10-22
LSV Asset Management
UNCHANGED
Shares36,146 from 36,146
Change0 (0%)
Value$3.4K (-$3.4M)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares35,947 from 37,057
Change-1,110 (-3%)
Value$3.4M (-$132.7K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares35,755 from 36,634
Change-879 (-2%)
Value$3.4M (-$110.6K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares35,635 from 37,014
Change-1,379 (-4%)
Value$3.4M (-$158.0K)
Filed 2026-10-29
Ritholtz Wealth Management
INCREASED
Shares33,448 from 33,087
Change+361 (+1%)
Value$3.1M (+$8.9K)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares33,112 from 29,622
Change+3,490 (+12%)
Value$3.1M (+$306.1K)
Filed 2026-11-02
Americana Partners, LLC
INCREASED
Shares32,964 from 31,116
Change+1,848 (+6%)
Value$3.1M (+$150.4K)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares31,737 from 29,898
Change+1,839 (+6%)
Value$3.0M (+$150.5K)
Filed 2026-11-05
Old Port Advisors
INCREASED
Shares31,317 from 30,982
Change+335 (+1%)
Value$2.9M (+$8.0K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares30,498 from 25,886
Change+4,612 (+18%)
Value$2.9M (+$414.6K)
Filed 2026-10-26
Neville Rodie & Shaw Inc
UNCHANGED
Shares30,325 from 30,325
Change0 (0%)
Value$2.9K (-$23)
Filed 2026-10-05
Vise Technologies, Inc.
INCREASED
Shares29,860 from 27,281
Change+2,579 (+9%)
Value$2.8M (+$222.1K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares28,875 from 29,411
Change-536 (-2%)
Value$2.7M (-$72.9K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
DECREASED
Shares28,674 from 28,696
Change-22 (0%)
Value$2.7M (-$23.9K)
Filed 2026-10-20
Lockheed Martin Investment Management Co
DECREASED
Shares27,030 from 28,290
Change-1,260 (-4%)
Value$2.5M (-$140.2K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares26,651
Change+26,651
Value$2.5M
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares26,143 from 26,043
Change+100 (+0%)
Value$2.5M (-$10.3K)
Filed 2026-10-14
Family Legacy, Inc.
INCREASED
Shares25,454 from 25,447
Change+7 (+0%)
Value$2.4M (-$18.7K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares25,375 from 24,270
Change+1,105 (+5%)
Value$2.4M (+$85.6K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares25,176 from 25,440
Change-264 (-1%)
Value$2.4K (-$2.4M)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares24,878 from 30,830
Change-5,952 (-19%)
Value$2.3K (-$2.9M)
Filed 2026-11-05
LFG Wealth Partners, LLC
INCREASED
Shares23,546 from 22,153
Change+1,393 (+6%)
Value$2.2M (+$114.3K)
Filed 2026-10-28
Abbington Investment Group
INCREASED
Shares23,252 from 23,056
Change+196 (+1%)
Value$2.2M (+$907)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares22,744 from 27,601
Change-4,857 (-18%)
Value$2.1M (-$478.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares22,441 from 18,079
Change+4,362 (+24%)
Value$2.1M (+$397.8K)
Filed 2026-10-08
Dana Investment Advisors, Inc.
INCREASED
Shares22,381 from 22,180
Change+201 (+1%)
Value$2.1M (+$2.1K)
Filed 2026-11-06
Quadrant Capital Group LLC
DECREASED
Shares22,267 from 22,581
Change-314 (-1%)
Value$2.1M (-$71.4K)
Filed 2026-10-20
Castellan Group
INCREASED
Shares21,929 from 19,719
Change+2,210 (+11%)
Value$2.1M (+$193.1K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares21,667 from 21,538
Change+129 (+1%)
Value$2.0M (-$4.2K)
Filed 2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares21,419 from 21,108
Change+311 (+1%)
Value$2.0M (+$13.2K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares21,209 from 21,573
Change-364 (-2%)
Value$2.0M (-$50.7K)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares21,098 from 30,743
Change-9,645 (-31%)
Value$2.0M (-$931.6K)
Filed 2026-11-05
Allen Wealth Management, LLC
DECREASED
Shares20,882 from 24,313
Change-3,431 (-14%)
Value$2.0M (-$341.6K)
Filed 2026-10-29
Florida Trust Wealth Management Co
INCREASED
Shares20,420 from 17,832
Change+2,588 (+15%)
Value$1.9M (+$230.2K)
Filed 2026-11-05
Eagle Global Advisors LLC
UNCHANGED
Shares20,300 from 20,300
Change0 (0%)
Value$1.9M (-$15.4K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares20,299 from 18,104
Change+2,195 (+12%)
Value$1.9M (+$192.9K)
Filed 2026-11-06
Shrier Wealth Management, LLC
INCREASED
Shares20,130 from 20,026
Change+104 (+1%)
Value$1.9M (-$5.4K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares20,015 from 19,835
Change+180 (+1%)
Value$1.9M (+$1.9K)
Filed 2026-11-05
Elevated Private Wealth, LLC
DECREASED
Shares19,872 from 20,948
Change-1,076 (-5%)
Value$1.9M (-$117.2K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares18,888 from 19,593
Change-705 (-4%)
Value$1.8M (-$81.3K)
Filed 2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED
Shares18,431 from 18,080
Change+351 (+2%)
Value$1.7M (+$19.3K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares17,995 from 17,781
Change+214 (+1%)
Value$1.7M (+$6.7K)
Filed 2026-10-22
Greenleaf Trust
INCREASED
Shares17,559 from 17,158
Change+401 (+2%)
Value$1.7M (+$24.7K)
Filed 2026-10-29
Davis Capital Management
DECREASED
Shares17,240 from 18,179
Change-939 (-5%)
Value$1.6M (-$102.2K)
Filed 2026-10-08
Fourpath Capital Management, LLC
INCREASED
Shares17,119 from 17,117
Change+2 (+0%)
Value$1.6M (-$12.9K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares16,940 from 17,077
Change-137 (-1%)
Value$1.6M (-$25.9K)
Filed 2026-10-23
O'Brien Greene & Co. Inc
INCREASED
Shares16,620 from 16,320
Change+300 (+2%)
Value$1.6M (+$15.8K)
Filed 2026-11-05
Violich Capital Management, Inc.
UNCHANGED
Shares16,200 from 16,200
Change0 (0%)
Value$1.5M (-$12.3K)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
INCREASED
Shares15,969 from 10,789
Change+5,180 (+48%)
Value$1.5M (+$479.6K)
Filed 2026-10-16
Savant Capital, LLC
DECREASED
Shares15,515 from 18,185
Change-2,670 (-15%)
Value$1.5M (-$253.8K)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares15,495 from 15,222
Change+273 (+2%)
Value$1.5K (-$1.4M)
Filed 2026-10-22
FIG Financial Advisory Services Inc
NEW
Shares15,262
Change+15,262
Value$1.4M
Filed 2026-10-07
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares15,120 from 14,494
Change+626 (+4%)
Value$1.4M (+$47.9K)
Filed 2026-10-14
Sterling Investment Management, LLC
DECREASED
Shares14,979 from 15,351
Change-372 (-2%)
Value$1.4M (-$46.7K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares14,764 from 13,979
Change+785 (+6%)
Value$1.4M (+$63.2K)
Filed 2026-11-04
Founders Financial Securities LLC
DECREASED
Shares14,733 from 14,891
Change-158 (-1%)
Value$1.4M (-$26.2K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares14,698 from 14,383
Change+315 (+2%)
Value$1.4M (+$18.7K)
Filed 2026-11-05
Columbia Asset Management
INCREASED
Shares14,525 from 13,418
Change+1,107 (+8%)
Value$1.4M (+$94.1K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,379 from 14,182
Change+197 (+1%)
Value$1.4M (+$7.7K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
INCREASED
Shares13,534 from 13,115
Change+419 (+3%)
Value$1.3M (+$29.5K)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares13,462 from 13,219
Change+243 (+2%)
Value$1.3M (+$12.8K)
Filed 2026-10-13
Philip James Wealth Mangement, LLC
DECREASED
Shares13,292 from 14,592
Change-1,300 (-9%)
Value$1.3M (-$133.5K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
UNCHANGED
Shares13,108 from 13,108
Change0 (0%)
Value$1.2M (-$10.0K)
Filed 2026-10-16
Compass Wealth Management LLC
UNCHANGED
Shares12,880 from 12,880
Change0 (0%)
Value$1.2M (-$9.8K)
Filed 2026-10-22
Novem Group
INCREASED
Shares12,811 from 11,956
Change+855 (+7%)
Value$1.2M (+$71.4K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares12,070 from 11,816
Change+254 (+2%)
Value$1.1M (+$15.0K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares12,028 from 8,185
Change+3,843 (+47%)
Value$1.1M (+$355.7K)
Filed 2026-10-28
Sterling Capital Management LLC
INCREASED
Shares12,016 from 10,838
Change+1,178 (+11%)
Value$1.1M (+$102.7K)
Filed 2026-10-22
Philadelphia Trust Co
UNCHANGED
Shares11,916 from 11,916
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares11,892 from 11,159
Change+733 (+7%)
Value$1.1M (+$45.2K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares11,864 from 9,152
Change+2,712 (+30%)
Value$1.1M (+$248.4K)
Filed 2026-11-06
Legacy Bridge, LLC
DECREASED
Shares11,580 from 11,680
Change-100 (-1%)
Value$1.1M (-$18.3K)
Filed 2026-10-28
Sacks & Associates, LLC
INCREASED
Shares11,448 from 11,425
Change+23 (+0%)
Value$1.1M (-$28.5K)
Filed 2026-10-09
180 Wealth Advisors, LLC
DECREASED
Shares11,362 from 11,535
Change-173 (-1%)
Value$1.1M (-$25.0K)
Filed 2026-11-03
Bank Pictet & Cie (Europe) AG
DECREASED
Shares11,357 from 20,765
Change-9,408 (-45%)
Value$1.1M (-$901.7K)
Filed 2026-10-20
Monarch Capital Management Inc
INCREASED
Shares11,269 from 7,662
Change+3,607 (+47%)
Value$1.1M (+$333.8K)
Filed 2026-10-19
Louisbourg Investments Inc.
UNCHANGED
Shares11,080 from 11,080
Change0 (0%)
Value$1.0M (-$8.4K)
Filed 2026-10-20
First City Capital Management, Inc.
DECREASED
Shares11,060 from 12,010
Change-950 (-8%)
Value$1.0M (-$98.6K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
DECREASED
Shares11,011 from 24,401
Change-13,390 (-55%)
Value$1.0M (-$1.3M)
Filed 2026-10-21
KW Wealth Management LLC
NEW
Shares10,846
Change+10,846
Value$1.0M
Filed 2026-10-28
Westover Capital Advisors, LLC
INCREASED
Shares10,734 from 10,300
Change+434 (+4%)
Value$1.0M (+$33.0K)
Filed 2026-10-26
Gemmer Asset Management LLC
UNCHANGED
Shares10,539 from 10,539
Change0 (0%)
Value$992.5K (-$8.0K)
Filed 2026-10-16
Profund Advisors LLC
INCREASED
Shares10,524 from 9,393
Change+1,131 (+12%)
Value$991.0K (+$99.4K)
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED
Shares10,370 from 9,937
Change+433 (+4%)
Value$976.5K (+$33.2K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,314 from 10,553
Change-239 (-2%)
Value$971.3K (-$30.5K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares10,200 from 1,200
Change+9,000 (+750%)
Value$960.5K (+$846.6K)
Filed 2026-10-30
Kathmere Capital Management, LLC
INCREASED
Shares10,177 from 9,160
Change+1,017 (+11%)
Value$958.4K (+$88.8K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares9,880 from 10,159
Change-279 (-3%)
Value$930.4K (-$34.0K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares9,844 from 9,408
Change+436 (+5%)
Value$927.0K (+$34.0K)
Filed 2026-10-02
Henry James International Management Inc.
INCREASED
Shares9,803 from 8,062
Change+1,741 (+22%)
Value$923.1K (+$157.8K)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares9,770 from 9,762
Change+8 (+0%)
Value$920.1K (-$6.6K)
Filed 2026-10-07
American Capital Advisory, LLC
DECREASED
Shares9,728 from 10,947
Change-1,219 (-11%)
Value$916.1K (-$123.1K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
INCREASED
Shares9,613 from 9,477
Change+136 (+1%)
Value$905.3K (+$5.6K)
Filed 2026-11-03
Auto-Owners Insurance Co
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$904.0K (-$7.3K)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares9,581 from 22,108
Change-12,527 (-57%)
Value$784.8K (-$1.3M)
Filed 2026-11-04
Tctc Holdings, LLC
UNCHANGED
Shares9,422 from 9,422
Change0 (0%)
Value$887.3K (-$7.2K)
Filed 2026-11-02
McAlvany Wealth Management LLC
INCREASED
Shares9,271 from 8,785
Change+486 (+6%)
Value$873.0K (+$39.1K)
Filed 2026-10-29
IVC Wealth Advisors LLC
DECREASED
Shares9,161 from 10,827
Change-1,666 (-15%)
Value$862.7K (-$165.1K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares8,848 from 8,711
Change+137 (+2%)
Value$833.2K (+$6.2K)
Filed 2026-10-23
CIBC Asset Management Inc
DECREASED
Shares8,799 from 9,006
Change-207 (-2%)
Value$828.6K (-$26.3K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares8,769 from 9,242
Change-473 (-5%)
Value$825.7K (-$51.6K)
Filed 2026-11-03
Juncture Wealth Strategies, LLC
INCREASED
Shares8,585 from 8,278
Change+307 (+4%)
Value$808.4K (+$22.6K)
Filed 2026-10-06
Tred Avon Family Wealth, LLC
INCREASED
Shares8,570 from 8,495
Change+75 (+1%)
Value$807.0K (+$607)
Filed 2026-10-20
Marks Group Wealth Management, Inc
DECREASED
Shares8,562 from 9,434
Change-872 (-9%)
Value$806.3K (-$89.3K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares8,370 from 8,297
Change+73 (+1%)
Value$788.2K (+$560)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares8,365 from 5,798
Change+2,567 (+44%)
Value$805.6K (+$255.2K)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED
Shares8,266 from 8,267
Change-1 (0%)
Value$778.4K (-$6.4K)
Filed 2026-10-09
Fractal Investments LLC
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$772.2K (-$6.2K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares8,197 from 7,986
Change+211 (+3%)
Value$772.0K (+$13.8K)
Filed 2026-10-28
Ethic Inc.
DECREASED
Shares8,171 from 8,674
Change-503 (-6%)
Value$769.5K (-$53.9K)
Filed 2026-11-03
Core Wealth Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$753.4K (-$6.1K)
Filed 2026-11-02
Axxion S.A.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$753.4K (-$6.1K)
Filed 2026-10-22
Diversified Management Inc
NEW
Shares7,740
Change+7,740
Value$728.9K
Filed 2026-10-08
American Institute for Advanced Investment Management, LLP
INCREASED
Shares7,615 from 6,740
Change+875 (+13%)
Value$717.1K (+$77.3K)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$706.3K (-$5.7K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares7,414 from 7,278
Change+136 (+2%)
Value$698.2K (+$7.3K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares7,373 from 5,865
Change+1,508 (+26%)
Value$694.3K (+$137.5K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares7,310 from 7,026
Change+284 (+4%)
Value$688.4K (+$21.4K)
Filed 2026-11-05
Lester Murray Antman dba SimplyRich
NEW
Shares7,256
Change+7,256
Value$683.3K
Filed 2026-11-06
Karras Company, Inc.
DECREASED
Shares7,171 from 7,291
Change-120 (-2%)
Value$675.3K (-$16.8K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares7,105 from 7,105
Change0 (0%)
Value$669.1K (-$5.4K)
Filed 2026-10-28
Henshaw Capital LLC
UNCHANGED
Shares7,031 from 7,031
Change0 (0%)
Value$662.1K (-$5.3K)
Filed 2026-11-03
LongView Wealth Management
INCREASED
Shares7,027 from 7,013
Change+14 (+0%)
Value$661.8K (-$4.0K)
Filed 2026-10-19
AMG National Trust Bank
DECREASED
Shares7,005 from 9,170
Change-2,165 (-24%)
Value$659.7K (-$210.8K)
Filed 2026-11-05
Viking Fund Management LLC
INCREASED
Shares7,000 from 3,000
Change+4,000 (+133%)
Value$659.2K (+$374.4K)
Filed 2026-10-14
Corps Capital Advisors, LLC
UNCHANGED
Shares6,946 from 6,946
Change0 (0%)
Value$654.1K (-$5.3K)
Filed 2026-11-05
HBK Sorce Advisory LLC
INCREASED
Shares6,925 from 6,814
Change+111 (+2%)
Value$575.9K (-$115.8K)
Filed 2026-11-06
Hunter Associates Investment Management LLC
UNCHANGED
Shares6,550 from 6,550
Change0 (0%)
Value$618 (-$621.4K)
Filed 2026-10-26
May Hill Capital, LLC
INCREASED
Shares6,512 from 6,383
Change+129 (+2%)
Value$613.2K (+$7.3K)
Filed 2026-11-03
TD Private Client Wealth LLC
UNCHANGED
Shares6,486 from 6,486
Change0 (0%)
Value$610.7K (-$4.9K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED
Shares6,480 from 6,480
Change0 (0%)
Value$610.2K (-$4.9K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares6,440 from 5,646
Change+794 (+14%)
Value$580.9K (+$61.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,440 from 5,646
Change+794 (+14%)
Value$580.9K (+$61.8K)
Filed 2026-10-20
Portside Wealth Group, LLC
DECREASED
Shares6,393 from 7,178
Change-785 (-11%)
Value$602.0K (-$79.4K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares6,368 from 6,634
Change-266 (-4%)
Value$599.7K (-$30.1K)
Filed 2026-11-04
FCG Investment Co
INCREASED
Shares6,291 from 5,668
Change+623 (+11%)
Value$592.4K (+$54.4K)
Filed 2026-10-13
United Community Bank
INCREASED
Shares6,280 from 6,253
Change+27 (+0%)
Value$591.4K (-$2.2K)
Filed 2026-10-28
Uhlmann Price Securities, LLC
INCREASED
Shares6,255 from 4,716
Change+1,539 (+33%)
Value$589.0K (+$141.3K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares6,252 from 5,746
Change+506 (+9%)
Value$588.8K (+$43.3K)
Filed 2026-10-13
XML Financial, LLC
UNCHANGED
Shares6,140 from 6,140
Change0 (0%)
Value$578.2K (-$4.7K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares6,110 from 8,396
Change-2,286 (-27%)
Value$575.4K (-$221.7K)
Filed 2026-10-15
BKM Wealth Management, LLC
DECREASED
Shares6,060 from 9,080
Change-3,020 (-33%)
Value$570.7K (-$291.3K)
Filed 2026-10-22
Cohen Investment Advisors LLC
INCREASED
Shares6,053 from 5,971
Change+82 (+1%)
Value$570.0K (+$3.2K)
Filed 2026-10-20
Triangle Securities Wealth Management
DECREASED
Shares6,045 from 6,144
Change-99 (-2%)
Value$569.3K (-$14.0K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares5,957 from 5,477
Change+480 (+9%)
Value$561.0K (+$41.0K)
Filed 2026-10-08
BankChampaign, National Association
DECREASED
Shares5,952 from 6,246
Change-294 (-5%)
Value$560.5K (-$32.4K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares5,906 from 5,438
Change+468 (+9%)
Value$556.1K (+$39.9K)
Filed 2026-10-28
GFS Advisors, LLC
DECREASED
Shares5,888 from 26,000
Change-20,112 (-77%)
Value$554.0K (+$256.2K)
Filed 2026-11-03
Trust Point Inc.
DECREASED
Shares5,830 from 5,989
Change-159 (-3%)
Value$549.0K (-$19.5K)
Filed 2026-10-27
Legacy Edge Advisors, LLC
UNCHANGED
Shares5,813 from 5,813
Change0 (0%)
Value$547.4K (-$4.4K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares5,804 from 5,931
Change-127 (-2%)
Value$546.6K (-$16.5K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares5,630 from 5,081
Change+549 (+11%)
Value$530.2K (+$47.8K)
Filed 2026-10-29
Parsons Capital Management Inc
UNCHANGED
Shares5,569 from 5,569
Change0 (0%)
Value$524.4K (-$4.2K)
Filed 2026-10-28
Purkiss Capital Advisors LLC
INCREASED
Shares5,568 from 5,518
Change+50 (+1%)
Value$524.4K (+$510)
Filed 2026-11-06
Miramontes Capital, LLC
DECREASED
Shares5,564 from 5,863
Change-299 (-5%)
Value$524.0K (-$32.5K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares5,495 from 13,374
Change-7,879 (-59%)
Value$517.5K (-$752.2K)
Filed 2026-10-15
Baker Ellis Asset Management LLC
DECREASED
Shares5,440 from 5,600
Change-160 (-3%)
Value$512.3K (-$19.3K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares5,393 from 5,521
Change-128 (-2%)
Value$507.9K (-$16.3K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED
Shares5,386 from 5,013
Change+373 (+7%)
Value$482.0K (+$14.3K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares5,366 from 4,339
Change+1,027 (+24%)
Value$505.3K (+$93.4K)
Filed 2026-10-14
Dorato Capital Management
UNCHANGED
Shares5,331 from 5,331
Change0 (0%)
Value$496.6K (+$14.0K)
Filed 2026-10-08
M Holdings Securities, Inc.
NEW
Shares5,312
Change+5,312
Value$453
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED
Shares5,100 from 2,800
Change+2,300 (+82%)
Value$480.3K (+$214.5K)
Filed 2026-10-08
Walker Asset Management, LLC
INCREASED
Shares5,075 from 4,866
Change+209 (+4%)
Value$477.9K (+$16.0K)
Filed 2026-10-13
Legal Advantage Investments, Inc.
UNCHANGED
Shares5,070 from 5,070
Change0 (0%)
Value$477.4K (-$3.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares4,891 from 4,894
Change-3 (0%)
Value$460.6K (-$4.0K)
Filed 2026-11-05
Autumn Glory Partners, LLC
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$457.2K (-$3.7K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$458.4K ($0)
Filed 2026-10-26
Vontobel Holding Ltd.
DECREASED
Shares4,787 from 5,810
Change-1,023 (-18%)
Value$450.8K (-$100.8K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares4,571 from 4,372
Change+199 (+5%)
Value$433.9K (+$18.8K)
Filed 2026-11-06
Abel Hall, LLC
DECREASED
Shares4,560 from 4,705
Change-145 (-3%)
Value$429.4K (-$17.2K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares4,495 from 4,338
Change+157 (+4%)
Value$423.3K (+$11.4K)
Filed 2026-10-30
Focused Alpha, LLC
INCREASED
Shares4,448 from 4,343
Change+105 (+2%)
Value$418.9K (+$6.6K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares4,433 from 4,833
Change-400 (-8%)
Value$417.5K (-$41.3K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares4,413 from 9,213
Change-4,800 (-52%)
Value$415.6K (-$459.0K)
Filed 2026-10-28
Fulcrum Asset Management LLP
DECREASED
Shares4,404 from 4,582
Change-178 (-4%)
Value$414.7K (-$17.4K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares4,388 from 4,484
Change-96 (-2%)
Value$413.2K (-$12.4K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares4,386 from 3,739
Change+647 (+17%)
Value$413.1K (+$58.1K)
Filed 2026-11-04
Wealth Quarterback LLC
INCREASED
Shares4,375 from 4,257
Change+118 (+3%)
Value$412.0K (+$7.9K)
Filed 2026-10-20
Solstein Capital, LLC
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$411.3K (-$3.3K)
Filed 2026-11-02
Bourne Lent Asset Management Inc
INCREASED
Shares4,300 from 3,850
Change+450 (+12%)
Value$404.9K (+$39.5K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,279 from 4,467
Change-188 (-4%)
Value$403.0K (-$21.1K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares4,254 from 4,627
Change-373 (-8%)
Value$400.6K (-$38.6K)
Filed 2026-10-13
Steph & Co
INCREASED
Shares4,234 from 4,145
Change+89 (+2%)
Value$398.7K (+$5.2K)
Filed 2026-10-07
Moneco Advisors, LLC
DECREASED
Shares4,229 from 4,247
Change-18 (0%)
Value$398.2K (-$4.9K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares4,215 from 7,284
Change-3,069 (-42%)
Value$396.9K (-$294.5K)
Filed 2026-11-05
FNY Investment Advisers, LLC
INCREASED
Shares4,180 from 2,880
Change+1,300 (+45%)
Value$393 (+$120)
Filed 2026-10-16
Princeton Capital Management LLC
INCREASED
Shares4,159 from 3,679
Change+480 (+13%)
Value$391.7K (+$42.4K)
Filed 2026-10-27
Sage Rhino Capital LLC
DECREASED
Shares4,081 from 4,287
Change-206 (-5%)
Value$384.3K (-$22.7K)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares4,056 from 3,582
Change+474 (+13%)
Value$381.9K (+$41.9K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares4,050 from 2,665
Change+1,385 (+52%)
Value$337.2K (+$93.0K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares3,984 from 3,928
Change+56 (+1%)
Value$375.2K (+$2.4K)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares3,835 from 6,069
Change-2,234 (-37%)
Value$361.2K (-$215.0K)
Filed 2026-11-03
Inspire Investing, LLC
INCREASED
Shares3,820 from 3,424
Change+396 (+12%)
Value$359.8K (+$34.7K)
Filed 2026-10-22
First Affirmative Financial Network
NEW
Shares3,771
Change+3,771
Value$355.1K
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares3,742
Change+3,742
Value$352.4K
Filed 2026-11-04
Ticino Wealth
INCREASED
Shares3,731 from 3,650
Change+81 (+2%)
Value$351.3K (+$4.9K)
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares3,720 from 545,990
Change-542,270 (-99%)
Value$350.3K (-$51.5M)
Filed 2026-11-06
Axxcess Wealth Management, LLC
NEW
Shares3,712
Change+3,712
Value$349.6K
Filed 2026-10-21
Eads & Heald Wealth Management
INCREASED
Shares3,668 from 3,568
Change+100 (+3%)
Value$345.4K (+$6.7K)
Filed 2026-10-29
Leisure Capital Management
DECREASED
Shares3,651 from 13,512
Change-9,861 (-73%)
Value$343.8K (-$938.9K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares3,639 from 3,636
Change+3 (+0%)
Value$342.7K (-$2.4K)
Filed 2026-10-08
Arista Wealth Management, LLC
INCREASED
Shares3,611 from 3,577
Change+34 (+1%)
Value$340.0K (+$483)
Filed 2026-10-29
Monument Capital Management
DECREASED
Shares3,545 from 3,597
Change-52 (-1%)
Value$333.8K (-$7.6K)
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares3,510 from 2,300
Change+1,210 (+53%)
Value$327.6K (+$119.4K)
Filed 2026-10-09
Burney Co/
INCREASED
Shares3,501 from 2,798
Change+703 (+25%)
Value$329.7K (+$64.1K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$329.6K (-$2.7K)
Filed 2026-10-16
Riversedge Advisors, LLC
INCREASED
Shares3,482 from 3,116
Change+366 (+12%)
Value$327.9K (+$32.1K)
Filed 2026-10-09
Fiduciary Alliance LLC
DECREASED
Shares3,474 from 3,679
Change-205 (-6%)
Value$327.1K (-$22.1K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares3,440 from 3,702
Change-262 (-7%)
Value$329.9K (-$15.7K)
Filed 2026-10-09
Viewpoint Investment Partners Corp
NEW
Shares3,400
Change+3,400
Value$320.2K
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares3,378 from 3,279
Change+99 (+3%)
Value$318.1K (+$6.8K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares3,328 from 4,543
Change-1,215 (-27%)
Value$313.4K (-$117.9K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED
Shares3,325 from 8,175
Change-4,850 (-59%)
Value$313.2K (-$462.9K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares3,304 from 3,170
Change+134 (+4%)
Value$311.1K (+$10.2K)
Filed 2026-10-14
Wright Wealth LLC
DECREASED
Shares3,301 from 3,701
Change-400 (-11%)
Value$310.9K (-$40.5K)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED
Shares3,285 from 22,727
Change-19,442 (-86%)
Value$309.3K (-$1.8M)
Filed 2026-10-29
DKM Wealth Management, Inc.
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$306.1K (-$2.5K)
Filed 2026-10-09
71 West Capital Partners
INCREASED
Shares3,213 from 3,098
Change+115 (+4%)
Value$302.6K (+$8.5K)
Filed 2026-11-04
Brighton Jones LLC
DECREASED
Shares3,189 from 3,203
Change-14 (0%)
Value$300.3K (-$3.8K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,180 from 3,129
Change+51 (+2%)
Value$299.5K (+$2.4K)
Filed 2026-10-27
Old National Bancorp
UNCHANGED
Shares3,176 from 3,176
Change0 (0%)
Value$299.1K (-$2.4K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,168 from 3,176
Change-8 (0%)
Value$298.3K (-$3.2K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$296.6K (-$2.4K)
Filed 2026-11-05
Catalyst Investment Management LLC
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$296.5K (-$2.4K)
Filed 2026-10-21
Genus Capital Management Inc.
UNCHANGED
Shares3,139 from 3,139
Change0 (0%)
Value$295.6K (-$2.4K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED
Shares3,132 from 3,178
Change-46 (-1%)
Value$294.9K (-$6.7K)
Filed 2026-10-22
Contravisory Investment Management, Inc.
DECREASED
Shares3,125 from 3,258
Change-133 (-4%)
Value$294.3K (-$15.0K)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares3,112 from 3,010
Change+102 (+3%)
Value$293.0K (+$7.3K)
Filed 2026-10-20
Left Brain Wealth Management, LLC
INCREASED
Shares3,109 from 2,614
Change+495 (+19%)
Value$292.8K (+$44.6K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$291.0K (-$2.3K)
Filed 2026-10-15
Moody National Bank Trust Division
INCREASED
Shares3,050 from 2,625
Change+425 (+16%)
Value$287.2K (+$38.0K)
Filed 2026-10-06
IFP Advisors, Inc
DECREASED
Shares3,040 from 15,267
Change-12,227 (-80%)
Value$286.3K (-$1.2M)
Filed 2026-10-16
Traynor Capital Management, Inc.
NEW
Shares2,988
Change+2,988
Value$281.4K
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares2,962 from 3,414
Change-452 (-13%)
Value$275.7K (-$33.4K)
Filed 2026-10-20
Plan A Wealth LLC
INCREASED
Shares2,962 from 2,586
Change+376 (+15%)
Value$279.0K (+$33.5K)
Filed 2026-10-08
55 North Private Wealth, LLC
DECREASED
Shares2,945 from 3,299
Change-354 (-11%)
Value$277.3K (-$35.8K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares2,938 from 2,935
Change+3 (+0%)
Value$276.7K (-$1.9K)
Filed 2026-11-04
Everest Financial Group LLC
INCREASED
Shares2,916 from 2,874
Change+42 (+1%)
Value$274.6K (+$1.8K)
Filed 2026-11-06
Trek Financial, LLC
DECREASED
Shares2,912 from 60,207
Change-57,295 (-95%)
Value$274.2K (-$5.4M)
Filed 2026-10-29
William John Sempolinski
UNCHANGED
Shares2,901 from 2,901
Change0 (0%)
Value$273.2K (-$2.2K)
Filed 2026-10-20
Solitude Financial Services
DECREASED
Shares2,900 from 3,000
Change-100 (-3%)
Value$273.1K (-$11.7K)
Filed 2026-10-26
Hohimer Wealth Management, LLC
INCREASED
Shares2,898 from 2,878
Change+20 (+1%)
Value$272.9K (-$310)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$240.7K (+$1.6K)
Filed 2026-11-04
Clearwave Capital, LLC
INCREASED
Shares2,895 from 2,889
Change+6 (+0%)
Value$272.6K (-$1.7K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares2,890 from 3,020
Change-130 (-4%)
Value$272.2K (-$14.5K)
Filed 2026-11-04
Wright Investors Service Inc
DECREASED
Shares2,887 from 2,916
Change-29 (-1%)
Value$271.9K (-$4.9K)
Filed 2026-11-02
Abundance Wealth Counselors
UNCHANGED
Shares2,887 from 2,887
Change0 (0%)
Value$271.9K (-$2.2K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares2,850 from 2,654
Change+196 (+7%)
Value$268.3K (+$16.3K)
Filed 2026-11-06
Norden Group LLC
DECREASED
Shares2,848 from 3,351
Change-503 (-15%)
Value$268.2K (-$49.9K)
Filed 2026-10-20
Hudock, Inc.
INCREASED
Shares2,818 from 2,764
Change+54 (+2%)
Value$265.4K (+$2.9K)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,814 from 2,741
Change+73 (+3%)
Value$265.0K (+$4.8K)
Filed 2026-10-30
Quadrant Private Wealth Management, LLC
NEW
Shares2,805
Change+2,805
Value$264.1K
Filed 2026-11-04
Thrive Wealth Management, LLC
INCREASED
Shares2,796 from 2,767
Change+29 (+1%)
Value$263.3K (+$628)
Filed 2026-10-13
Keudell ison Wealth Management
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$259.0K (-$2.1K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
INCREASED
Shares2,749 from 2,720
Change+29 (+1%)
Value$258.9K (+$642)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares2,732 from 2,428
Change+304 (+13%)
Value$257.3K (+$26.8K)
Filed 2026-11-04
Quilter Plc
DECREASED
Shares2,694 from 2,709
Change-15 (-1%)
Value$253.7K (-$3.5K)
Filed 2026-10-21
Barry Investment Advisors, LLC
INCREASED
Shares2,617 from 2,586
Change+31 (+1%)
Value$246.5K (+$995)
Filed 2026-10-14
Ariadne Wealth Management, LP
INCREASED
Shares2,611 from 2,610
Change+1 (+0%)
Value$245.8K (-$1.9K)
Filed 2026-11-06
Cherokee Insurance Co
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$244.8K (-$2.0K)
Filed 2026-11-05
MW Advisory, LLC
NEW
Shares2,590
Change+2,590
Value$243.9K
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares2,582 from 2,389
Change+193 (+8%)
Value$243.1K (+$16.4K)
Filed 2026-10-16
Genesee Capital Advisors, LLC
NEW
Shares2,558
Change+2,558
Value$240.9K
Filed 2026-10-20
Accredited Investors Inc.
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$238.3K (-$1.9K)
Filed 2026-11-03
Optivise Advisory Services LLC
DECREASED
Shares2,476 from 2,502
Change-26 (-1%)
Value$233.1K (-$4.4K)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares2,457 from 2,422
Change+35 (+1%)
Value$231.4K (+$1.4K)
Filed 2026-10-22
Burford Brothers, Inc.
DECREASED
Shares2,432 from 9,119
Change-6,687 (-73%)
Value$229.0K (-$636.6K)
Filed 2026-10-21
Bedel Financial Consulting, Inc.
INCREASED
Shares2,432 from 2,392
Change+40 (+2%)
Value$229.0K (+$2.0K)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares2,407 from 2,355
Change+52 (+2%)
Value$226.7K (+$3.1K)
Filed 2026-11-03
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$226.5K (-$1.8K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
NEW
Shares2,404
Change+2,404
Value$226.4K
Filed 2026-11-02
Tompkins Financial Corp
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$226.0K (-$1.8K)
Filed 2026-10-05
AGF Management LTD
NEW
Shares2,380
Change+2,380
Value$224.1K
Filed 2026-11-03
SmartHarvest Portfolios, LLC
INCREASED
Shares2,378 from 2,296
Change+82 (+4%)
Value$224.0K (+$6.0K)
Filed 2026-10-26
Aspen Wealth Management LLC
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$223.0K (-$1.8K)
Filed 2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
NEW
Shares2,366
Change+2,366
Value$222.8K
Filed 2026-11-02
Stonekeep Investments, LLC
INCREASED
Shares2,364 from 2,362
Change+2 (+0%)
Value$222.6K (+$222.4K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$221.8K (-$1.8K)
Filed 2026-10-21
XXI Wealth, LLC
DECREASED
Shares2,340 from 2,456
Change-116 (-5%)
Value$220.4K (-$12.8K)
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares2,319 from 2,345
Change-26 (-1%)
Value$218.4K (-$4.2K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
DECREASED
Shares2,305 from 2,418
Change-113 (-5%)
Value$217.1K (-$12.5K)
Filed 2026-10-28
Vista Investment Partners LLC
DECREASED
Shares2,303 from 2,313
Change-10 (0%)
Value$216.9K (-$2.7K)
Filed 2026-10-08
Montz Harcus Wealth Management LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$216.6K (-$1.7K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
NEW
Shares2,279
Change+2,279
Value$214.6K
Filed 2026-10-13
Mccarter Private Wealth Services LLC
NEW
Shares2,275
Change+2,275
Value$214.2K
Filed 2026-10-22
Personal CFO Solutions, LLC
DECREASED
Shares2,263 from 2,839
Change-576 (-20%)
Value$213.1K (-$56.4K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED
Shares2,230 from 3,709
Change-1,479 (-40%)
Value$210.0K (-$142.1K)
Filed 2026-10-05
Eagle Strategies LLC
DECREASED
Shares2,215 from 2,228
Change-13 (-1%)
Value$208.6K (-$2.9K)
Filed 2026-10-16
Smith Thornton Advisors LLC
DECREASED
Shares2,198 from 2,247
Change-49 (-2%)
Value$207.0K (+$5.1K)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
DECREASED
Shares2,192 from 2,238
Change-46 (-2%)
Value$206.4K (-$6.0K)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
NEW
Shares2,191
Change+2,191
Value$206.3K
Filed 2026-11-05
Yousif Capital Management, LLC
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$205.6K (-$1.7K)
Filed 2026-10-22
Corecam Pte. Ltd.
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$205.3K (-$1.7K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,177 from 2,177
Change0 (0%)
Value$205.0K (-$1.7K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares2,130 from 2,127
Change+3 (+0%)
Value$200.6K (-$1.3K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares2,045 from 1,820
Change+225 (+12%)
Value$192.5K (+$19.8K)
Filed 2026-10-20
Pathway Financial Advisers, LLC
NEW
Shares1,978
Change+1,978
Value$186.3K
Filed 2026-10-27
Rosenberg Matthew Hamilton
INCREASED
Shares1,941 from 1,842
Change+99 (+5%)
Value$182.8K (+$7.9K)
Filed 2026-10-05
Accordant Advisory Group Inc
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$175.5K (-$1.4K)
Filed 2026-10-29
Leonteq Securities AG
DECREASED
Shares1,853 from 3,999
Change-2,146 (-54%)
Value$174.5K (-$205.1K)
Filed 2026-10-29
Hilltop National Bank
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$169.7K (-$1.4K)
Filed 2026-10-14
Axiom Investment Management LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$169.5K (-$1.4K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares1,795
Change+1,795
Value$169.0K
Filed 2026-11-06
Eastern Bank
INCREASED
Shares1,794 from 981
Change+813 (+83%)
Value$168.9K (+$75.8K)
Filed 2026-10-05
Crumly & Associates Inc.
NEW
Shares1,704
Change+1,704
Value$160.5K
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$155.4K (-$1.3K)
Filed 2026-10-23
S.A. Mason LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$153.1K (-$1.2K)
Filed 2026-10-13
Nemes Rush Group LLC
DECREASED
Shares1,623 from 1,651
Change-28 (-2%)
Value$152.8K (-$3.9K)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$143.8K (-$1.2K)
Filed 2026-10-28
Adirondack Trust Co
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$141.3K (-$1.1K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares1,398 from 2,742
Change-1,344 (-49%)
Value$131.7K (-$128.6K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares1,355 from 1,295
Change+60 (+5%)
Value$127.6K (+$4.7K)
Filed 2026-10-20
Acropolis Investment Management, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$125.4K (-$1.0K)
Filed 2026-10-08
Armstrong Advisory Group, Inc
DECREASED
Shares1,312 from 1,387
Change-75 (-5%)
Value$123.6K (-$8.1K)
Filed 2026-10-09
Summit Securities Group LLC
DECREASED
Shares1,300 from 3,059
Change-1,759 (-57%)
Value$122.4K (-$168.0K)
Filed 2026-11-05
State of Wyoming
DECREASED
Shares1,298 from 1,308
Change-10 (-1%)
Value$122.2K (-$1.9K)
Filed 2026-10-28
Southern Michigan Bank & Trust
DECREASED
Shares1,295 from 3,507
Change-2,212 (-63%)
Value$122.0K (-$211.0K)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$113.0K (-$912)
Filed 2026-11-04
Manchester Capital Management LLC
INCREASED
Shares1,157 from 1,146
Change+11 (+1%)
Value$109.0K (+$165)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
INCREASED
Shares1,154 from 1,117
Change+37 (+3%)
Value$108.7K (+$2.6K)
Filed 2026-10-20
Albion Financial Group
INCREASED
Shares1,138 from 1,113
Change+25 (+2%)
Value$107.2K (+$1.6K)
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares1,095 from 1,121
Change-26 (-2%)
Value$103.1K (-$3.3K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares1,032
Change+1,032
Value$97.2K
Filed 2026-10-21
James T. Borello RIA
DECREASED
Shares1,025 from 1,148
Change-123 (-11%)
Value$96.5K (-$12.5K)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$94.2K (-$760)
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$91.3K (-$737)
Filed 2026-10-26
Grove Bank & Trust
DECREASED
Shares954 from 956
Change-2 (0%)
Value$89.8K (-$915)
Filed 2026-10-08
Gen-Wealth Partners Inc
INCREASED
Shares926 from 600
Change+326 (+54%)
Value$87.2K (+$30.2K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares926 from 749
Change+177 (+24%)
Value$87.2K (+$16.1K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares913 from 399
Change+514 (+129%)
Value$86.0K (+$48.1K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$71.0K (-$573)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares734 from 794
Change-60 (-8%)
Value$69.1K (-$5.0K)
Filed 2026-10-29
Nfsg Corp
INCREASED
Shares718 from 630
Change+88 (+14%)
Value$67.7K (+$7.9K)
Filed 2026-10-15
Essex Investment Management Co LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$67.1K (-$542)
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$65.4K (-$528)
Filed 2026-10-01
Bell Investment Advisors, Inc
INCREASED
Shares671 from 271
Change+400 (+148%)
Value$63.2K (+$37.5K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED
Shares665 from 210
Change+455 (+217%)
Value$62.6K (+$42.7K)
Filed 2026-10-13
Bfsg, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$62.0K (-$500)
Filed 2026-10-30
Centerpoint Advisors, LLC
INCREASED
Shares647 from 638
Change+9 (+1%)
Value$61 (-$60.9K)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$57.9K (-$467)
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares612 from 655
Change-43 (-7%)
Value$57.6K (-$4.5K)
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares585
Change+585
Value$54.5K
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares569 from 500
Change+69 (+14%)
Value$53.6K (+$6.1K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
DECREASED
Shares550 from 628
Change-78 (-12%)
Value$51.8K (-$7.8K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$49.3K (-$398)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$48.0K (-$387)
Filed 2026-10-21
Strategic Advocates LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$47.1K (-$380)
Filed 2026-11-03
Winch Advisory Services, LLC
INCREASED
Shares476 from 465
Change+11 (+2%)
Value$44.8K (+$615)
Filed 2026-11-06
Bank of New Hampshire
INCREASED
Shares475 from 275
Change+200 (+73%)
Value$44.7K (+$18.6K)
Filed 2026-10-06
Golden State Wealth Management, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$42.8K (-$345)
Filed 2026-11-02
Financial Perspectives, Inc
INCREASED
Shares453 from 449
Change+4 (+1%)
Value$42.7K (+$106)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$40.4K (-$326)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares426 from 145
Change+281 (+194%)
Value$40.1K (+$26.4K)
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$40.0K (-$323)
Filed 2026-10-15
Cromwell Holdings LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$39.2K (-$316)
Filed 2026-10-28
Strengthening Families & Communities, LLC
DECREASED
Shares402 from 733
Change-331 (-45%)
Value$37.8K (-$31.7K)
Filed 2026-10-21
True Wealth Design, LLC
DECREASED
Shares401 from 460
Change-59 (-13%)
Value$37.8K (-$5.9K)
Filed 2026-10-13
Costello Asset Management, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.7K (-$304)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.7K (-$304)
Filed 2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.7K (-$304)
Filed 2026-10-15
Pacifica Partners Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.1K (-$634)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.7K (-$304)
Filed 2026-11-03
Bayforest Capital Ltd
INCREASED
Shares387 from 22
Change+365 (+1659%)
Value$36.4K (+$34.4K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares377 from 376
Change+1 (+0%)
Value$35.5K (-$198)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares374 from 194
Change+180 (+93%)
Value$35.2K (+$16.8K)
Filed 2026-10-14
V-Square Quantitative Management LLC
NEW
Shares373
Change+373
Value$35.1K
Filed 2026-10-15
Highline Wealth Partners LLC
INCREASED
Shares347 from 297
Change+50 (+17%)
Value$32.7K (+$4.5K)
Filed 2026-10-19
Financial Consulate, Inc
INCREASED
Shares345 from 269
Change+76 (+28%)
Value$32.5K (+$7.0K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares345 from 339
Change+6 (+2%)
Value$32.5K (+$301)
Filed 2026-10-13
Proathlete Wealth Management LLC
NEW
Shares337
Change+337
Value$31.7K
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$30.1K (-$243)
Filed 2026-10-07
Center for Financial Planning, Inc.
NEW
Shares300
Change+300
Value$28.3K
Filed 2026-10-26
Planning Strategies Inc.
INCREASED
Shares300 from 250
Change+50 (+20%)
Value$28.3K (+$4.5K)
Filed 2026-10-02
Valley National Advisers Inc
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$26.8K (-$217)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares284
Change+284
Value$26.7K
Filed 2026-11-06
Acumen Wealth Advisors, LLC
INCREASED
Shares270 from 205
Change+65 (+32%)
Value$25.5K (+$6.0K)
Filed 2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$25.1K (-$203)
Filed 2026-11-06
PFS Partners, LLC
DECREASED
Shares261 from 340
Change-79 (-23%)
Value$24.6K (-$7.7K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares260 from 265
Change-5 (-2%)
Value$24.5K (-$578)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares247
Change+247
Value$23.3K
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW
Shares235
Change+235
Value$22.1K
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$21.2K (-$171)
Filed 2026-10-19
Rakuten Securities, Inc.
DECREASED
Shares221 from 245
Change-24 (-10%)
Value$20.8K (-$2.4K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$20.0K (-$161)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares211 from 206
Change+5 (+2%)
Value$19.9K (+$356)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares209 from 197
Change+12 (+6%)
Value$19.7K (+$979)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.8K (-$152)
Filed 2026-10-01
Avion Wealth
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18 ($0)
Filed 2026-11-04
Kennebec Savings Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.8K (-$152)
Filed 2026-10-22
West Financial Advisors, LLC
NEW
Shares196
Change+196
Value$18.5K
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$17.8K (-$144)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares187 from 79
Change+108 (+137%)
Value$17.6K (+$10.1K)
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$17.4K (-$141)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$15.4K (-$125)
Filed 2026-10-26
Maseco LLP
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$14.5K (-$119)
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$14.5K (-$117)
Filed 2026-10-22
Ascentis Wealth Management, LLC
NEW
Shares135
Change+135
Value$12.7K
Filed 2026-11-03
Retirement Wealth Solutions LLC
DECREASED
Shares135 from 152
Change-17 (-11%)
Value$12.7K (-$1.7K)
Filed 2026-10-07
Aspect Partners, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$12.4K (-$101)
Filed 2026-10-20
City State Bank
NEW
Shares123
Change+123
Value$11.6K
Filed 2026-10-20
IAG Wealth Partners, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$11.1K (-$90)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$10.4K (-$84)
Filed 2026-10-20
Markowski Investments
INCREASED
Shares108 from 107
Change+1 (+1%)
Value$10.2K (+$56)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares107 from 58
Change+49 (+84%)
Value$10.1K (+$4.6K)
Filed 2026-10-20
Hara Capital LLC
DECREASED
Shares103 from 168
Change-65 (-39%)
Value$9.7K (-$6.2K)
Filed 2026-10-30
Alpine Bank Wealth Management
NEW
Shares100
Change+100
Value$9.4K
Filed 2026-10-16
Nova Financial LLC
NEW
Shares100
Change+100
Value$9.4K
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares100 from 350
Change-250 (-71%)
Value$9.4K (-$23.8K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.9K (-$72)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.9K (-$54)
Filed 2026-11-06
Pittenger & Anderson Inc
NEW
Shares90
Change+90
Value$8.5K
Filed 2026-11-02
Caldwell Trust Co
NEW
Shares89
Change+89
Value$8.4K
Filed 2026-10-30
Ares Financial Consulting, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$8.4K (-$68)
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares85
Change+85
Value$8.0K
Filed 2026-10-27
Zions Bancorporation, National Association
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$7.7K (-$62)
Filed 2026-11-06
Yankcom Partnership
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.3K (-$60)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares70
Change+70
Value$6.6K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.4K (-$51)
Filed 2026-11-05
Gleason Group, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$6.0K (-$49)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$6.0K (-$49)
Filed 2026-10-07
Paladin Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.7K (-$46)
Filed 2026-10-06
Entrust Financial LLC
NEW
Shares57
Change+57
Value$5.4K
Filed 2026-11-04
Kozak & Associates, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.9K (-$423)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
NEW
Shares55
Change+55
Value$5.2K
Filed 2026-10-15
Mcdonald Partners LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.2K (-$42)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares54
Change+54
Value$5.1K
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares50
Change+50
Value$4.7K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares47
Change+47
Value$4.4K
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.3K (-$35)
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares41
Change+41
Value$4
Filed 2026-10-02
Hager Investment Management Services, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.8K (-$30)
Filed 2026-11-04
Creative Capital Management Investments LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.8K (-$30)
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.8K (-$30)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.5K (-$28)
Filed 2026-11-04
Canton Hathaway, LLC
NEW
Shares36
Change+36
Value$3.4K
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares35 from 21
Change+14 (+67%)
Value$3.3K (+$1.3K)
Filed 2026-10-28
MV Capital Management, Inc.
DECREASED
Shares33 from 52
Change-19 (-37%)
Value$3.1K (-$1.8K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.1K (-$25)
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares32
Change+32
Value$3.0K
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.9K (-$24)
Filed 2026-10-20
Country Trust Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (-$23)
Filed 2026-10-30
Byrne Asset Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (-$62)
Filed 2026-10-06
Nvest Wealth Strategies, Inc.
INCREASED
Shares28 from 14
Change+14 (+100%)
Value$2.6K (+$1.3K)
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.6K (-$22)
Filed 2026-10-29
Sawyer & Company, Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.4K (-$19)
Filed 2026-10-21
Tsfg, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2 ($0)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.1K (-$17)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.0K (-$16)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.0K (-$16)
Filed 2026-11-05
First Bancorp, Inc
NEW
Shares19
Change+19
Value$1.8K
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.7K (-$14)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$1.6K (+$557)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.6K (-$13)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
NEW
Shares16
Change+16
Value$1.5K
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares16
Change+16
Value$1.5K
Filed 2026-10-27
Downshift Financial, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$9)
Filed 2026-10-13
Gold Investment Management Ltd.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$9)
Filed 2026-10-19
Navigoe, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (+$15)
Filed 2026-11-05
Main Street Group, LTD
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$928 (+$13)
Filed 2026-10-28
Addison Advisors LLC
NEW
Shares8
Change+8
Value$754
Filed 2026-11-06
Oakworth Capital, Inc.
NEW
Shares8
Change+8
Value$753
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares8 from 10,888
Change-10,880 (-100%)
Value$753 (-$1.0M)
Filed 2026-10-30
Fortis Group Advisors, LLC
NEW
Shares7
Change+7
Value$659
Filed 2026-11-06
Godsey & Gibb, Inc
NEW
Shares6
Change+6
Value$566
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares6 from 36
Change-30 (-83%)
Value$565 (-$2.9K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$565 (-$5)
Filed 2026-10-09
Fairway Wealth LLC
NEW
Shares3
Change+3
Value$283
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$271 (-$14)
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares2
Change+2
Value$188
Filed 2026-11-02
Financial Management Professionals, Inc.
DECREASED
Shares1 from 28
Change-27 (-96%)
Value$94 (-$2.6K)
Filed 2026-10-23
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 160,275
Change-160,275 (-100%)
Value$0 (-$15.2M)
Filed 2026-11-03
Transmarket Holdings LP
CLOSED
Shares0 from 60,773
Change-60,773 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-27
Imc-Chicago, LLC
CLOSED
Shares0 from 54,458
Change-54,458 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-05
Leuthold Group, LLC
CLOSED
Shares0 from 49,942
Change-49,942 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-04
Central Valley Advisors, LLC
CLOSED
Shares0 from 29,313
Change-29,313 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-27
Ellsworth Advisors, LLC
CLOSED
Shares0 from 22,141
Change-22,141 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-15
Artemis Investment Management LLP
CLOSED
Shares0 from 17,760
Change-17,760 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-08
Wealth Management Partners, LLC
CLOSED
Shares0 from 14,936
Change-14,936 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Natixis
CLOSED
Shares0 from 7,688
Change-7,688 (-100%)
Value$0 (-$729.8K)
Filed 2026-11-06
Brookstone Capital Management
CLOSED
Shares0 from 4,786
Change-4,786 (-100%)
Value$0 (-$454.3K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 4,778
Change-4,778 (-100%)
Value$0 (-$453.6K)
Filed 2026-10-13
Summit Global Investments
CLOSED
Shares0 from 4,664
Change-4,664 (-100%)
Value$0 (-$443.0K)
Filed 2026-10-28
Gateway Investment Advisers LLC
CLOSED
Shares0 from 4,553
Change-4,553 (-100%)
Value$0 (-$432.2K)
Filed 2026-10-13
Providence First Trust Co
CLOSED
Shares0 from 4,028
Change-4,028 (-100%)
Value$0 (-$382.4K)
Filed 2026-11-02
Carter Financial Group, Inc.
CLOSED
Shares0 from 2,618
Change-2,618 (-100%)
Value$0 (-$248.5K)
Filed 2026-10-21
Garner Asset Management Corp
CLOSED
Shares0 from 2,452
Change-2,452 (-100%)
Value$0 (-$232.8K)
Filed 2026-10-30
Riverbridge Partners LLC
CLOSED
Shares0 from 2,284
Change-2,284 (-100%)
Value$0 (-$216.8K)
Filed 2026-11-05
Colonial River Investments, LLC
CLOSED
Shares0 from 2,107
Change-2,107 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-19
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 922
Change-922 (-100%)
Value$0 (-$87.6K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 452
Change-452 (-100%)
Value$0 (-$42.9K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$24.8K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-07
Ninety One UK Ltd
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-13
CX Institutional
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$7)
Filed 2026-10-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-20
Towne Trust Company, N.a
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-21
Asset Dedication, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$30 ($0)
Filed 2026-11-04
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 10,931,820
Change-10,931,820 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,490,536
Change-9,490,536 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,853,229
Change-4,853,229 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,074,849
Change-4,074,849 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,373,160
Change-3,373,160 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,795,979
Change-2,795,979 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,552,552
Change-2,552,552 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,474,852
Change-2,474,852 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,389,913
Change-2,389,913 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,316,374
Change-2,316,374 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,178,976
Change-2,178,976 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 1,941,326
Change-1,941,326 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,895,058
Change-1,895,058 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,875,809
Change-1,875,809 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,867,120
Change-1,867,120 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,840,742
Change-1,840,742 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,839,135
Change-1,839,135 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,715,018
Change-1,715,018 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,445,246
Change-1,445,246 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,344,000
Change-1,344,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,220,341
Change-1,220,341 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,214,600
Change-1,214,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,177,030
Change-1,177,030 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 1,066,331
Change-1,066,331 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,046,164
Change-1,046,164 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 848,854
Change-848,854 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 800,895
Change-800,895 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 776,435
Change-776,435 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 738,131
Change-738,131 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 684,440
Change-684,440 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 676,254
Change-676,254 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 631,284
Change-631,284 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 597,611
Change-597,611 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 581,219
Change-581,219 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 565,792
Change-565,792 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 554,020
Change-554,020 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 549,969
Change-549,969 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 529,665
Change-529,665 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 524,602
Change-524,602 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 518,140
Change-518,140 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 438,396
Change-438,396 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 410,628
Change-410,628 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 402,007
Change-402,007 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 359,321
Change-359,321 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 308,586
Change-308,586 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 293,100
Change-293,100 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 272,766
Change-272,766 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 249,474
Change-249,474 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 249,132
Change-249,132 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 246,018
Change-246,018 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 238,909
Change-238,909 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 231,969
Change-231,969 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 212,472
Change-212,472 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 208,104
Change-208,104 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 206,076
Change-206,076 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 202,627
Change-202,627 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 195,469
Change-195,469 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 190,400
Change-190,400 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 183,475
Change-183,475 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 178,366
Change-178,366 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 175,125
Change-175,125 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 170,511
Change-170,511 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 168,218
Change-168,218 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 161,973
Change-161,973 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 158,824
Change-158,824 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 145,736
Change-145,736 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 144,459
Change-144,459 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 136,496
Change-136,496 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 132,412
Change-132,412 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 131,949
Change-131,949 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 120,886
Change-120,886 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 120,199
Change-120,199 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 118,351
Change-118,351 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 118,009
Change-118,009 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 115,936
Change-115,936 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 114,214
Change-114,214 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 112,000
Change-112,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 111,319
Change-111,319 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 110,510
Change-110,510 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 108,360
Change-108,360 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 105,835
Change-105,835 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 100,502
Change-100,502 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 98,370
Change-98,370 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 94,352
Change-94,352 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 88,908
Change-88,908 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 86,466
Change-86,466 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 84,478
Change-84,478 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 84,048
Change-84,048 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 83,528
Change-83,528 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 81,902
Change-81,902 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 80,006
Change-80,006 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 78,783
Change-78,783 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 73,880
Change-73,880 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 72,797
Change-72,797 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 72,200
Change-72,200 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 71,234
Change-71,234 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 70,633
Change-70,633 (-100%)
Value—
Stephens Inc
N/A
Shares— from 70,012
Change-70,012 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 69,043
Change-69,043 (-100%)
Value—
&partners
N/A
Shares— from 68,038
Change-68,038 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 66,278
Change-66,278 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 60,886
Change-60,886 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 59,607
Change-59,607 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 58,715
Change-58,715 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 58,492
Change-58,492 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 55,848
Change-55,848 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 55,394
Change-55,394 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 54,640
Change-54,640 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 54,523
Change-54,523 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 53,937
Change-53,937 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 53,677
Change-53,677 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,065
Change-53,065 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 52,736
Change-52,736 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 52,409
Change-52,409 (-100%)
Value—
Boston Partners
N/A
Shares— from 52,025
Change-52,025 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 50,919
Change-50,919 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 50,575
Change-50,575 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 50,468
Change-50,468 (-100%)
Value—
TLS Advisors LLC
N/A
Shares— from 49,998
Change-49,998 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 48,382
Change-48,382 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 48,382
Change-48,382 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 48,229
Change-48,229 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 48,130
Change-48,130 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 45,989
Change-45,989 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 45,393
Change-45,393 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,214
Change-44,214 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 44,169
Change-44,169 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 44,086
Change-44,086 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 41,680
Change-41,680 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 41,450
Change-41,450 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 40,818
Change-40,818 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 40,250
Change-40,250 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 39,627
Change-39,627 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 38,448
Change-38,448 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 37,814
Change-37,814 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 37,014
Change-37,014 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,876
Change-36,876 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 36,837
Change-36,837 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 35,886
Change-35,886 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,785
Change-35,785 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 35,696
Change-35,696 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,805
Change-34,805 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 34,499
Change-34,499 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 33,178
Change-33,178 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 32,920
Change-32,920 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 32,292
Change-32,292 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,665
Change-31,665 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 30,550
Change-30,550 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 30,374
Change-30,374 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 30,159
Change-30,159 (-100%)
Value—
Commerce Bank
N/A
Shares— from 29,758
Change-29,758 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 29,145
Change-29,145 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 28,893
Change-28,893 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 27,881
Change-27,881 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 27,751
Change-27,751 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 27,245
Change-27,245 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 26,784
Change-26,784 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 26,130
Change-26,130 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 25,508
Change-25,508 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 25,169
Change-25,169 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 25,075
Change-25,075 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 25,056
Change-25,056 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24,039
Change-24,039 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,909
Change-23,909 (-100%)
Value—
Blair William & Co
N/A
Shares— from 23,889
Change-23,889 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,803
Change-23,803 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 23,060
Change-23,060 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 23,048
Change-23,048 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 22,397
Change-22,397 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 22,301
Change-22,301 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,026
Change-22,026 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 21,600
Change-21,600 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 20,959
Change-20,959 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 20,701
Change-20,701 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 18,941
Change-18,941 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,852
Change-18,852 (-100%)
Value—
FCA Corp
N/A
Shares— from 18,725
Change-18,725 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,098
Change-18,098 (-100%)
Value—
Man Group plc
N/A
Shares— from 18,037
Change-18,037 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 17,230
Change-17,230 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 16,921
Change-16,921 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 16,638
Change-16,638 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 16,226
Change-16,226 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 16,174
Change-16,174 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,113
Change-16,113 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 16,103
Change-16,103 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,954
Change-15,954 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 15,741
Change-15,741 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,091
Change-15,091 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 15,020
Change-15,020 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,801
Change-14,801 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,105
Change-14,105 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,960
Change-13,960 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 13,637
Change-13,637 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 13,221
Change-13,221 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,206
Change-13,206 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,070
Change-13,070 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,169
Change-12,169 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 12,080
Change-12,080 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,020
Change-11,020 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,059
Change-10,059 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,681
Change-9,681 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 9,180
Change-9,180 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,810
Change-8,810 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,803
Change-8,803 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 8,390
Change-8,390 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,678
Change-7,678 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,186
Change-7,186 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Summitry LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Norges Bank
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Dodge & COX
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 928
Change-928 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 909
Change-909 (-100%)
Value—
BNP Paribas
N/A
Shares— from 900
Change-900 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 801
Change-801 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 746
Change-746 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 524
Change-524 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Nano Cap New Millennium Growth Fund L P
N/A
Shares— from 500
Change-500 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 453
Change-453 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 379
Change-379 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
CNB Bank
N/A
Shares— from 328
Change-328 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 310
Change-310 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 300
Change-300 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 283
Change-283 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 275
Change-275 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 153
Change-153 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 101
Change-101 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 95
Change-95 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 87
Change-87 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 71
Change-71 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Motco
N/A
Shares— from 40
Change-40 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 33
Change-33 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 32
Change-32 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 19
Change-19 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 15
Change-15 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED20,907,96320,675,995+231,968+1%$2.0B$2.0B+$6.1M2026-11-06
Dimensional Fund Advisors LP
DECREASED1,374,7011,546,230-171,529-11%$146.8M$129.5M-$17.3M2026-11-04
Todd Asset Management LLC
DECREASED875,083876,896-1,8130%$83.2M$82.4M-$837.0K2026-10-27
Creative Planning
INCREASED596,671548,276+48,395+9%$52.0M$56.2M+$4.1M2026-11-02
LPL Financial LLC
DECREASED560,756572,797-12,041-2%$54.4M$52.8M-$1.6M2026-11-06
Pacific Heights Asset Management LLC
DECREASED400,000450,000-50,000-11%$42.7M$37.7M-$5.1M2026-11-03
Aberdeen Group plc
DECREASED361,297405,574-44,277-11%$38.5M$40.6M+$2.1M2026-11-06
Kornitzer Capital Management Inc
DECREASED282,438284,454-2,016-1%$27.0M$26.6M-$406.0K2026-11-03
Cidel Asset Management Inc
INCREASED242,347241,718+629+0%$22.9M$22.8M-$124.5K2026-10-29
Barclays PLC
DECREASED241,908403,503-161,595-40%$38.3M$22.8M-$15.5M2026-11-06
Citigroup Inc
DECREASED231,428269,331-37,903-14%$25.6M$21.8M-$3.8M2026-11-04
Oppenheimer Asset Management Inc.
INCREASED224,384140,941+83,443+59%$13.4M$21.1M+$7.8M2026-10-27
Anchor Capital Advisors LLC
INCREASED217,331216,922+409+0%$20.6M$20.5M-$126.4K2026-11-05
Cullen T Bankers, Inc.
INCREASED210,961208,598+2,363+1%$19.8M$19.9M+$64.0K2026-10-28
Oak Harvest Investment Services
INCREASED199,195198,264+931+0%$18.8M$18.8M-$63.0K2026-10-20
SteelPeak Wealth, LLC
DECREASED191,198191,237-390%$18.2M$18.0M-$149.0K2026-10-16
Bell Bank
DECREASED152,818153,586-7680%$14.6M$14.4M-$189.0K2026-10-21
ABC Arbitrage SA
DECREASED138,756406,269-267,513-66%$38.6M$13.1M-$25.5M2026-10-23
Bank of New York Mellon Corp
DECREASED138,088143,044-4,956-3%$13.6M$13.0M-$575.4K2026-11-05
Segment Wealth Management, LLC
INCREASED131,119127,265+3,854+3%$12.1M$12.3M+$266.2K2026-10-26
Kapitalo Investimentos Ltda
INCREASED128,447127,754+693+1%$12.1M$12.1M-$31.8K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED123,02795,326+27,701+29%$8.6M$11.5M+$2.9M2026-10-13
Moran Wealth Management, LLC
INCREASED119,766112,035+7,731+7%$10.6M$11.3M+$642.9K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED116,487117,621-1,134-1%$11.2M$11.0K-$11.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED113,932116,629-2,697-2%$11.1M$10.7M-$342.6K2026-11-02
Soltis Investment Advisors LLC
INCREASED109,959102,427+7,532+7%$9.7M$10.4M+$631.5K2026-10-28
US Bancorp \de\
DECREASED109,512112,376-2,864-3%$10.7M$10.3M-$355.2K2026-11-05
Naples Global Advisors, LLC
INCREASED106,900106,628+272+0%$10.1M$10.1M-$55.5K2026-11-05
Russell Investments Group, Ltd.
INCREASED99,09876,751+22,347+29%$7.3M$9.3M+$2.0M2026-11-06
Forbes J M & Co LLP
INCREASED98,05397,468+585+1%$9.3M$9.2M-$19.0K2026-10-16
D.A. Davidson & Co.
DECREASED95,539111,336-15,797-14%$10.6M$9.0M-$1.6M2026-10-28
Salem Investment Counselors Inc
DECREASED92,560106,868-14,308-13%$10.1M$8.7M-$1.4M2026-10-13
Addenda Capital Inc.
UNCHANGED91,60091,60000%$8.7M$8.6M-$69.6K2026-10-13
Crossmark Global Holdings, Inc.
INCREASED87,75484,995+2,759+3%$8.1M$8.3M+$195.2K2026-10-21
Truist Financial Corp
INCREASED85,87375,238+10,635+14%$7.1M$8.1M+$944.3K2026-10-30
Canal Insurance Co
UNCHANGED80,00080,00000%$7.6M$7.5K-$7.6M2026-10-20
TD Waterhouse Canada Inc.
DECREASED79,203100,630-21,427-21%$9.4M$7.4M-$2.0M2026-10-16
Assetmark, Inc
INCREASED78,62474,771+3,853+5%$7.1M$7.4M+$306.0K2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED78,39177,923+468+1%$7.3M$7.3M+$6.1K2026-11-04
Amundi
INCREASED76,70567,755+8,950+13%$6.4M$7.2M+$791.3K2026-11-06
Gilman Hill Asset Management, LLC
INCREASED73,65570,960+2,695+4%$6.7M$6.9M+$199.9K2026-10-13
Goelzer Investment Management, Inc.
INCREASED70,72570,411+314+0%$6.7M$6.7M-$23.9K2026-10-16
Blume Capital Management, Inc.
DECREASED66,90167,656-755-1%$6.4M$6.3M-$122.5K2026-10-26
Lido Advisors, LLC
INCREASED66,19863,692+2,506+4%$6.0M$6.2M+$187.6K2026-11-04
Moors & Cabot, Inc.
INCREASED64,55964,546+13+0%$6.1M$6.1M-$47.8K2026-11-06
Atria Investments, Inc
INCREASED64,43460,192+4,242+7%$5.7M$6.1M+$353.7K2026-10-15
Uncommon Cents Investing Inc
INCREASED63,31261,057+2,255+4%$5.8M$6.0M+$166.0K2026-10-20
Montag A & Associates Inc
DECREASED63,02363,285-2620%$6.0M$5.9M-$72.8K2026-10-29
Lmcg Investments, LLC
INCREASED62,03058,287+3,743+6%$5.5M$5.8M+$308.2K2026-10-21
TrueMark Investments, LLC
INCREASED60,77052,736+8,034+15%$5.0M$5.7M+$716.5K2026-11-05
PNC Financial Services Group, Inc.
INCREASED60,37960,086+293+0%$5.7M$5.7M-$18.0K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED58,58057,100+1,480+3%$5.4M$5.5M+$96.0K2026-10-29
QSM Asset Management Ltd
UNCHANGED54,05754,05700%$5.1M$5.1M-$23.0K2026-11-05
Modera Wealth Management, LLC
DECREASED53,49556,434-2,939-5%$5.4M$5.0M-$319.7K2026-10-28
Capital Investment Advisors, LLC
DECREASED53,18656,511-3,325-6%$5.4M$5.0M-$356.0K2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED52,41397,622-45,209-46%$9.3M$4.9M-$4.3M2026-10-16
Keybank National Association
DECREASED52,19552,900-705-1%$5.0M$4.9M-$106.6K2026-11-04
Pinnacle Associates LTD
DECREASED48,24949,082-833-2%$4.7M$4.5M-$115.7K2026-10-20
EagleClaw Capital Managment, LLC
INCREASED47,52046,860+660+1%$4.4M$4.5M+$26.5K2026-11-06
Kestra Advisory Services, LLC
INCREASED47,15034,614+12,536+36%$3.3M$4.4M+$1.2M2026-11-02
Euro Pacific Asset Management, LLC
DECREASED47,06747,146-790%$415$4.4M+$4.4M2026-11-03
Verdence Capital Advisors LLC
INCREASED45,99540,781+5,214+13%$3.9M$4.3M+$460.1K2026-10-26
Amanah Holdings Trust
UNCHANGED45,00045,00000%$4.3M$4.2M-$34.2K2026-10-23
MH & Associates Securities Management Corp
DECREASED44,89145,841-950-2%$4.4M$4.2M-$124.3K2026-10-30
Advocate Group LLC
DECREASED44,54245,852-1,310-3%$4.4M$4.2M-$158.2K2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED42,83036,912+5,918+16%$3.5M$4.0K-$3.5M2026-10-19
Capital Investment Counsel, LLC
INCREASED42,54142,166+375+1%$4.0M$4.0M+$3.3K2026-10-14
Hamilton Point Investment Advisors, LLC
INCREASED41,95241,201+751+2%$3.9M$4.0M+$39.4K2026-11-03
Davenport & Co LLC
DECREASED40,86942,561-1,692-4%$4.0M$3.8M-$191.7K2026-10-14
Trust Investment Advisors
INCREASED39,95435,915+4,039+11%$3.4M$3.8M+$353.0K2026-10-20
Simplicity Wealth,LLC
INCREASED39,20934,238+4,971+15%$3.3M$3.7M+$442.1K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED38,43935,432+3,007+8%$3.4M$3.6M+$256.3K2026-10-13
Manske Wealth Management
INCREASED37,38936,440+949+3%$3.5M$3.5M+$61.6K2026-10-26
Royal Fund Management, LLC
INCREASED37,28737,029+258+1%$3.5M$3.5M-$3.8K2026-10-22
LSV Asset Management
UNCHANGED36,14636,14600%$3.4M$3.4K-$3.4M2026-11-06
SBI Securities Co., Ltd.
DECREASED35,94737,057-1,110-3%$3.5M$3.4M-$132.7K2026-10-22
Fifth Third Bancorp
DECREASED35,75536,634-879-2%$3.5M$3.4M-$110.6K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED35,63537,014-1,379-4%$3.5M$3.4M-$158.0K2026-10-29
Ritholtz Wealth Management
INCREASED33,44833,087+361+1%$3.1M$3.1M+$8.9K2026-11-05
MacKenzie Financial Corp
INCREASED33,11229,622+3,490+12%$2.8M$3.1M+$306.1K2026-11-02
Americana Partners, LLC
INCREASED32,96431,116+1,848+6%$3.0M$3.1M+$150.4K2026-10-28
Regions Financial Corp
INCREASED31,73729,898+1,839+6%$2.8M$3.0M+$150.5K2026-11-05
Old Port Advisors
INCREASED31,31730,982+335+1%$2.9M$2.9M+$8.0K2026-10-23
Oppenheimer & Co Inc
INCREASED30,49825,886+4,612+18%$2.5M$2.9M+$414.6K2026-10-26
Neville Rodie & Shaw Inc
UNCHANGED30,32530,32500%$2.9K$2.9K-$232026-10-05
Vise Technologies, Inc.
INCREASED29,86027,281+2,579+9%$2.6M$2.8M+$222.1K2026-10-29
Choreo, LLC
DECREASED28,87529,411-536-2%$2.8M$2.7M-$72.9K2026-10-28
Jeppson Wealth Management, LLC
DECREASED28,67428,696-220%$2.7M$2.7M-$23.9K2026-10-20
Lockheed Martin Investment Management Co
DECREASED27,03028,290-1,260-4%$2.7M$2.5M-$140.2K2026-11-04
Stackstone Wealth, LLC
NEW26,651—+26,651——$2.5M—2026-10-19
Columbus Macro, LLC
INCREASED26,14326,043+100+0%$2.5M$2.5M-$10.3K2026-10-14
Family Legacy, Inc.
INCREASED25,45425,447+7+0%$2.4M$2.4M-$18.7K2026-10-13
Signaturefd, LLC
INCREASED25,37524,270+1,105+5%$2.3M$2.4M+$85.6K2026-10-23
Park Avenue Securities LLC
DECREASED25,17625,440-264-1%$2.4M$2.4K-$2.4M2026-10-26
Thrivent Financial for Lutherans
DECREASED24,87830,830-5,952-19%$2.9M$2.3K-$2.9M2026-11-05
LFG Wealth Partners, LLC
INCREASED23,54622,153+1,393+6%$2.1M$2.2M+$114.3K2026-10-28
Abbington Investment Group
INCREASED23,25223,056+196+1%$2.2M$2.2M+$9072026-11-03
Evergreen Capital Management LLC
DECREASED22,74427,601-4,857-18%$2.6M$2.1M-$478.4K2026-10-23
Farther Finance Advisors, LLC
INCREASED22,44118,079+4,362+24%$1.7M$2.1M+$397.8K2026-10-08
Dana Investment Advisors, Inc.
INCREASED22,38122,180+201+1%$2.1M$2.1M+$2.1K2026-11-06
Quadrant Capital Group LLC
DECREASED22,26722,581-314-1%$2.1M$2.1M-$71.4K2026-10-20
Castellan Group
INCREASED21,92919,719+2,210+11%$1.9M$2.1M+$193.1K2026-10-19
RFG Advisory, LLC
INCREASED21,66721,538+129+1%$2.0M$2.0M-$4.2K2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED21,41921,108+311+1%$2.0M$2.0M+$13.2K2026-10-22
Parr Mcknight Wealth Management Group, LLC
DECREASED21,20921,573-364-2%$2.0M$2.0M-$50.7K2026-10-30
Compound Planning, Inc.
DECREASED21,09830,743-9,645-31%$2.9M$2.0M-$931.6K2026-11-05
Allen Wealth Management, LLC
DECREASED20,88224,313-3,431-14%$2.3M$2.0M-$341.6K2026-10-29
Florida Trust Wealth Management Co
INCREASED20,42017,832+2,588+15%$1.7M$1.9M+$230.2K2026-11-05
Eagle Global Advisors LLC
UNCHANGED20,30020,30000%$1.9M$1.9M-$15.4K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED20,29918,104+2,195+12%$1.7M$1.9M+$192.9K2026-11-06
Shrier Wealth Management, LLC
INCREASED20,13020,026+104+1%$1.9M$1.9M-$5.4K2026-10-20
Meridian Wealth Management, LLC
INCREASED20,01519,835+180+1%$1.9M$1.9M+$1.9K2026-11-05
Elevated Private Wealth, LLC
DECREASED19,87220,948-1,076-5%$2.0M$1.9M-$117.2K2026-10-15
Courier Capital LLC
DECREASED18,88819,593-705-4%$1.9M$1.8M-$81.3K2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED18,43118,080+351+2%$1.7M$1.7M+$19.3K2026-10-20
Perigon Wealth Management, LLC
INCREASED17,99517,781+214+1%$1.7M$1.7M+$6.7K2026-10-22
Greenleaf Trust
INCREASED17,55917,158+401+2%$1.6M$1.7M+$24.7K2026-10-29
Davis Capital Management
DECREASED17,24018,179-939-5%$1.7M$1.6M-$102.2K2026-10-08
Fourpath Capital Management, LLC
INCREASED17,11917,117+2+0%$1.6M$1.6M-$12.9K2026-10-19
Sigma Planning Corp
DECREASED16,94017,077-137-1%$1.6M$1.6M-$25.9K2026-10-23
O'Brien Greene & Co. Inc
INCREASED16,62016,320+300+2%$1.5M$1.6M+$15.8K2026-11-05
Violich Capital Management, Inc.
UNCHANGED16,20016,20000%$1.5M$1.5M-$12.3K2026-10-05
Concurrent Investment Advisors, LLC
INCREASED15,96910,789+5,180+48%$1.0M$1.5M+$479.6K2026-10-16
Savant Capital, LLC
DECREASED15,51518,185-2,670-15%$1.7M$1.5M-$253.8K2026-11-06
Wedbush Securities Inc
INCREASED15,49515,222+273+2%$1.4M$1.5K-$1.4M2026-10-22
FIG Financial Advisory Services Inc
NEW15,262—+15,262——$1.4M—2026-10-07
Mitchell & Pahl Private Wealth, LLC
INCREASED15,12014,494+626+4%$1.4M$1.4M+$47.9K2026-10-14
Sterling Investment Management, LLC
DECREASED14,97915,351-372-2%$1.5M$1.4M-$46.7K2026-10-16
Csenge Advisory Group
INCREASED14,76413,979+785+6%$1.3M$1.4M+$63.2K2026-11-04
Founders Financial Securities LLC
DECREASED14,73314,891-158-1%$1.4M$1.4M-$26.2K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED14,69814,383+315+2%$1.4M$1.4M+$18.7K2026-11-05
Columbia Asset Management
INCREASED14,52513,418+1,107+8%$1.3M$1.4M+$94.1K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED14,37914,182+197+1%$1.3M$1.4M+$7.7K2026-10-21
Aaron Wealth Advisors LLC
INCREASED13,53413,115+419+3%$1.2M$1.3M+$29.5K2026-10-13
Bailard, Inc.
INCREASED13,46213,219+243+2%$1.3M$1.3M+$12.8K2026-10-13
Philip James Wealth Mangement, LLC
DECREASED13,29214,592-1,300-9%$1.4M$1.3M-$133.5K2026-10-27
Frank, Rimerman Advisors LLC
UNCHANGED13,10813,10800%$1.2M$1.2M-$10.0K2026-10-16
Compass Wealth Management LLC
UNCHANGED12,88012,88000%$1.2M$1.2M-$9.8K2026-10-22
Novem Group
INCREASED12,81111,956+855+7%$1.1M$1.2M+$71.4K2026-10-19
Sowell Financial Services LLC
INCREASED12,07011,816+254+2%$1.1M$1.1M+$15.0K2026-10-23
Exchange Traded Concepts, LLC
INCREASED12,0288,185+3,843+47%$777.0K$1.1M+$355.7K2026-10-28
Sterling Capital Management LLC
INCREASED12,01610,838+1,178+11%$1.0M$1.1M+$102.7K2026-10-22
Philadelphia Trust Co
UNCHANGED11,91611,91600%$1.1M$1.1K-$1.1M2026-11-05
Net Worth Advisory Group
INCREASED11,89211,159+733+7%$1.1M$1.1M+$45.2K2026-10-20
Merit Financial Group, LLC
INCREASED11,8649,152+2,712+30%$868.8K$1.1M+$248.4K2026-11-06
Legacy Bridge, LLC
DECREASED11,58011,680-100-1%$1.1M$1.1M-$18.3K2026-10-28
Sacks & Associates, LLC
INCREASED11,44811,425+23+0%$1.1M$1.1M-$28.5K2026-10-09
180 Wealth Advisors, LLC
DECREASED11,36211,535-173-1%$1.1M$1.1M-$25.0K2026-11-03
Bank Pictet & Cie (Europe) AG
DECREASED11,35720,765-9,408-45%$2.0M$1.1M-$901.7K2026-10-20
Monarch Capital Management Inc
INCREASED11,2697,662+3,607+47%$727.4K$1.1M+$333.8K2026-10-19
Louisbourg Investments Inc.
UNCHANGED11,08011,08000%$1.1M$1.0M-$8.4K2026-10-20
First City Capital Management, Inc.
DECREASED11,06012,010-950-8%$1.1M$1.0M-$98.6K2026-10-27
Crescent Grove Advisors, LLC
DECREASED11,01124,401-13,390-55%$2.3M$1.0M-$1.3M2026-10-21
KW Wealth Management LLC
NEW10,846—+10,846——$1.0M—2026-10-28
Westover Capital Advisors, LLC
INCREASED10,73410,300+434+4%$977.8K$1.0M+$33.0K2026-10-26
Gemmer Asset Management LLC
UNCHANGED10,53910,53900%$1.0M$992.5K-$8.0K2026-10-16
Profund Advisors LLC
INCREASED10,5249,393+1,131+12%$891.7K$991.0K+$99.4K2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED10,3709,937+433+4%$943.3K$976.5K+$33.2K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED10,31410,553-239-2%$1.0M$971.3K-$30.5K2026-10-20
Provenance Wealth Advisors, LLC
INCREASED10,2001,200+9,000+750%$113.9K$960.5K+$846.6K2026-10-30
Kathmere Capital Management, LLC
INCREASED10,1779,160+1,017+11%$869.6K$958.4K+$88.8K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED9,88010,159-279-3%$964.4K$930.4K-$34.0K2026-10-08
Versant Capital Management, Inc
INCREASED9,8449,408+436+5%$893.1K$927.0K+$34.0K2026-10-02
Henry James International Management Inc.
INCREASED9,8038,062+1,741+22%$765.3K$923.1K+$157.8K2026-10-14
Venture Visionary Partners LLC
INCREASED9,7709,762+8+0%$926.7K$920.1K-$6.6K2026-10-07
American Capital Advisory, LLC
DECREASED9,72810,947-1,219-11%$1.0M$916.1K-$123.1K2026-10-28
Almanack Investment Partners, Llc.
INCREASED9,6139,477+136+1%$899.6K$905.3K+$5.6K2026-11-03
Auto-Owners Insurance Co
UNCHANGED9,6009,60000%$911.3K$904.0K-$7.3K2026-10-15
Prospera Financial Services Inc
DECREASED9,58122,108-12,527-57%$2.1M$784.8K-$1.3M2026-11-04
Tctc Holdings, LLC
UNCHANGED9,4229,42200%$894.4K$887.3K-$7.2K2026-11-02
McAlvany Wealth Management LLC
INCREASED9,2718,785+486+6%$833.9K$873.0K+$39.1K2026-10-29
IVC Wealth Advisors LLC
DECREASED9,16110,827-1,666-15%$1.0M$862.7K-$165.1K2026-10-23
HB Wealth Management, LLC
INCREASED8,8488,711+137+2%$827.0K$833.2K+$6.2K2026-10-23
CIBC Asset Management Inc
DECREASED8,7999,006-207-2%$854.9K$828.6K-$26.3K2026-11-05
Parallel Advisors, LLC
DECREASED8,7699,242-473-5%$877.4K$825.7K-$51.6K2026-11-03
Juncture Wealth Strategies, LLC
INCREASED8,5858,278+307+4%$785.8K$808.4K+$22.6K2026-10-06
Tred Avon Family Wealth, LLC
INCREASED8,5708,495+75+1%$806.4K$807.0K+$6072026-10-20
Marks Group Wealth Management, Inc
DECREASED8,5629,434-872-9%$895.6K$806.3K-$89.3K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED8,3708,297+73+1%$787.7K$788.2K+$5602026-10-22
StoneX Group Inc.
INCREASED8,3655,798+2,567+44%$550.4K$805.6K+$255.2K2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED8,2668,267-10%$784.8K$778.4K-$6.4K2026-10-09
Fractal Investments LLC
UNCHANGED8,2008,20000%$778.4K$772.2K-$6.2K2026-10-28
Aprio Wealth Management, LLC
INCREASED8,1977,986+211+3%$758.2K$772.0K+$13.8K2026-10-28
Ethic Inc.
DECREASED8,1718,674-503-6%$823.4K$769.5K-$53.9K2026-11-03
Core Wealth Partners LLC
UNCHANGED8,0008,00000%$759.4K$753.4K-$6.1K2026-11-02
Axxion S.A.
UNCHANGED8,0008,00000%$759.4K$753.4K-$6.1K2026-10-22
Diversified Management Inc
NEW7,740—+7,740——$728.9K—2026-10-08
American Institute for Advanced Investment Management, LLP
INCREASED7,6156,740+875+13%$639.8K$717.1K+$77.3K2026-11-03
Compagnie Lombard Odier SCmA
UNCHANGED7,5007,50000%$712.0K$706.3K-$5.7K2026-11-04
Apollon Wealth Management, LLC
INCREASED7,4147,278+136+2%$690.9K$698.2K+$7.3K2026-10-23
Parkside Financial Bank & Trust
INCREASED7,3735,865+1,508+26%$556.7K$694.3K+$137.5K2026-10-27
Rossby Financial, LCC
INCREASED7,3107,026+284+4%$667.0K$688.4K+$21.4K2026-11-05
Lester Murray Antman dba SimplyRich
NEW7,256—+7,256——$683.3K—2026-11-06
Karras Company, Inc.
DECREASED7,1717,291-120-2%$692.1K$675.3K-$16.8K2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED7,1057,10500%$674.5K$669.1K-$5.4K2026-10-28
Henshaw Capital LLC
UNCHANGED7,0317,03100%$667.5K$662.1K-$5.3K2026-11-03
LongView Wealth Management
INCREASED7,0277,013+14+0%$665.7K$661.8K-$4.0K2026-10-19
AMG National Trust Bank
DECREASED7,0059,170-2,165-24%$870.5K$659.7K-$210.8K2026-11-05
Viking Fund Management LLC
INCREASED7,0003,000+4,000+133%$284.8K$659.2K+$374.4K2026-10-14
Corps Capital Advisors, LLC
UNCHANGED6,9466,94600%$659.4K$654.1K-$5.3K2026-11-05
HBK Sorce Advisory LLC
INCREASED6,9256,814+111+2%$691.7K$575.9K-$115.8K2026-11-06
Hunter Associates Investment Management LLC
UNCHANGED6,5506,55000%$622.0K$618-$621.4K2026-10-26
May Hill Capital, LLC
INCREASED6,5126,383+129+2%$605.9K$613.2K+$7.3K2026-11-03
TD Private Client Wealth LLC
UNCHANGED6,4866,48600%$615.7K$610.7K-$4.9K2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED6,4806,48000%$615.1K$610.2K-$4.9K2026-10-23
Diversify Advisory Services, LLC
INCREASED6,4405,646+794+14%$519.2K$580.9K+$61.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,4405,646+794+14%$519.2K$580.9K+$61.8K2026-10-20
Portside Wealth Group, LLC
DECREASED6,3937,178-785-11%$681.4K$602.0K-$79.4K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED6,3686,634-266-4%$629.8K$599.7K-$30.1K2026-11-04
FCG Investment Co
INCREASED6,2915,668+623+11%$538.1K$592.4K+$54.4K2026-10-13
United Community Bank
INCREASED6,2806,253+27+0%$593.6K$591.4K-$2.2K2026-10-28
Uhlmann Price Securities, LLC
INCREASED6,2554,716+1,539+33%$447.7K$589.0K+$141.3K2026-11-03
Anchyra Partners LLC
INCREASED6,2525,746+506+9%$545.5K$588.8K+$43.3K2026-10-13
XML Financial, LLC
UNCHANGED6,1406,14000%$582.9K$578.2K-$4.7K2026-10-29
Mission Wealth Management, LP
DECREASED6,1108,396-2,286-27%$797.1K$575.4K-$221.7K2026-10-15
BKM Wealth Management, LLC
DECREASED6,0609,080-3,020-33%$862.0K$570.7K-$291.3K2026-10-22
Cohen Investment Advisors LLC
INCREASED6,0535,971+82+1%$566.8K$570.0K+$3.2K2026-10-20
Triangle Securities Wealth Management
DECREASED6,0456,144-99-2%$583.2K$569.3K-$14.0K2026-10-14
Gamma Investing LLC
INCREASED5,9575,477+480+9%$519.9K$561.0K+$41.0K2026-10-08
BankChampaign, National Association
DECREASED5,9526,246-294-5%$592.9K$560.5K-$32.4K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED5,9065,438+468+9%$516.2K$556.1K+$39.9K2026-10-28
GFS Advisors, LLC
DECREASED5,88826,000-20,112-77%$297.8K$554.0K+$256.2K2026-11-03
Trust Point Inc.
DECREASED5,8305,989-159-3%$568.5K$549.0K-$19.5K2026-10-27
Legacy Edge Advisors, LLC
UNCHANGED5,8135,81300%$551.8K$547.4K-$4.4K2026-11-06
Independent Financial Group, LLC
DECREASED5,8045,931-127-2%$563.1K$546.6K-$16.5K2026-10-13
Integrity Alliance, Llc.
INCREASED5,6305,081+549+11%$482.3K$530.2K+$47.8K2026-10-29
Parsons Capital Management Inc
UNCHANGED5,5695,56900%$528.7K$524.4K-$4.2K2026-10-28
Purkiss Capital Advisors LLC
INCREASED5,5685,518+50+1%$523.8K$524.4K+$5102026-11-06
Miramontes Capital, LLC
DECREASED5,5645,863-299-5%$556.5K$524.0K-$32.5K2026-10-19
Blue Trust, Inc.
DECREASED5,49513,374-7,879-59%$1.3M$517.5K-$752.2K2026-10-15
Baker Ellis Asset Management LLC
DECREASED5,4405,600-160-3%$531.6K$512.3K-$19.3K2026-10-14
VestGen Advisors, LLC
DECREASED5,3935,521-128-2%$524.1K$507.9K-$16.3K2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED5,3865,013+373+7%$467.7K$482.0K+$14.3K2026-10-21
Focus Financial Network, Inc.
INCREASED5,3664,339+1,027+24%$411.9K$505.3K+$93.4K2026-10-14
Dorato Capital Management
UNCHANGED5,3315,33100%$482.7K$496.6K+$14.0K2026-10-08
M Holdings Securities, Inc.
NEW5,312—+5,312——$453—2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED5,1002,800+2,300+82%$265.8K$480.3K+$214.5K2026-10-08
Walker Asset Management, LLC
INCREASED5,0754,866+209+4%$461.9K$477.9K+$16.0K2026-10-13
Legal Advantage Investments, Inc.
UNCHANGED5,0705,07000%$481.3K$477.4K-$3.9K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED4,8914,894-30%$464.6K$460.6K-$4.0K2026-11-05
Autumn Glory Partners, LLC
UNCHANGED4,8554,85500%$460.9K$457.2K-$3.7K2026-10-26
PKS Advisory Services, LLC
UNCHANGED4,8294,82900%$458.4K$458.4K$02026-10-26
Vontobel Holding Ltd.
DECREASED4,7875,810-1,023-18%$551.5K$450.8K-$100.8K2026-10-16
Allworth Financial LP
INCREASED4,5714,372+199+5%$415.1K$433.9K+$18.8K2026-11-06
Abel Hall, LLC
DECREASED4,5604,705-145-3%$446.6K$429.4K-$17.2K2026-10-19
Spire Wealth Management
INCREASED4,4954,338+157+4%$411.8K$423.3K+$11.4K2026-10-30
Focused Alpha, LLC
INCREASED4,4484,343+105+2%$412.3K$418.9K+$6.6K2026-10-20
LVW Advisors, LLC
DECREASED4,4334,833-400-8%$458.8K$417.5K-$41.3K2026-10-19
MGO One Seven LLC
DECREASED4,4139,213-4,800-52%$874.6K$415.6K-$459.0K2026-10-28
Fulcrum Asset Management LLP
DECREASED4,4044,582-178-4%$432.0K$414.7K-$17.4K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED4,3884,484-96-2%$425.7K$413.2K-$12.4K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED4,3863,739+647+17%$354.9K$413.1K+$58.1K2026-11-04
Wealth Quarterback LLC
INCREASED4,3754,257+118+3%$404.1K$412.0K+$7.9K2026-10-20
Solstein Capital, LLC
UNCHANGED4,3684,36800%$414.7K$411.3K-$3.3K2026-11-02
Bourne Lent Asset Management Inc
INCREASED4,3003,850+450+12%$365.5K$404.9K+$39.5K2026-11-05
Mesirow Financial Investment Management, Inc.
DECREASED4,2794,467-188-4%$424.0K$403.0K-$21.1K2026-11-05
Avior Wealth Management, LLC
DECREASED4,2544,627-373-8%$439.2K$400.6K-$38.6K2026-10-13
Steph & Co
INCREASED4,2344,145+89+2%$393.5K$398.7K+$5.2K2026-10-07
Moneco Advisors, LLC
DECREASED4,2294,247-180%$403.2K$398.2K-$4.9K2026-11-05
Central Trust Co
DECREASED4,2157,284-3,069-42%$691.5K$396.9K-$294.5K2026-11-05
FNY Investment Advisers, LLC
INCREASED4,1802,880+1,300+45%$273$393+$1202026-10-16
Princeton Capital Management LLC
INCREASED4,1593,679+480+13%$349.2K$391.7K+$42.4K2026-10-27
Sage Rhino Capital LLC
DECREASED4,0814,287-206-5%$407.0K$384.3K-$22.7K2026-10-28
Ascent Group, LLC
INCREASED4,0563,582+474+13%$340.0K$381.9K+$41.9K2026-10-30
Sovran Advisors, LLC
INCREASED4,0502,665+1,385+52%$244.2K$337.2K+$93.0K2026-11-02
Gibbs Wealth Management
INCREASED3,9843,928+56+1%$372.8K$375.2K+$2.4K2026-10-22
HUB Investment Partners, LLC
DECREASED3,8356,069-2,234-37%$576.1K$361.2K-$215.0K2026-11-03
Inspire Investing, LLC
INCREASED3,8203,424+396+12%$325.0K$359.8K+$34.7K2026-10-22
First Affirmative Financial Network
NEW3,771—+3,771——$355.1K—2026-10-21
Simplex Trading, LLC
NEW3,742—+3,742——$352.4K—2026-11-04
Ticino Wealth
INCREASED3,7313,650+81+2%$346.5K$351.3K+$4.9K2026-10-13
Deutsche Bank Ag\
DECREASED3,720545,990-542,270-99%$51.8M$350.3K-$51.5M2026-11-06
Axxcess Wealth Management, LLC
NEW3,712—+3,712——$349.6K—2026-10-21
Eads & Heald Wealth Management
INCREASED3,6683,568+100+3%$338.7K$345.4K+$6.7K2026-10-29
Leisure Capital Management
DECREASED3,65113,512-9,861-73%$1.3M$343.8K-$938.9K2026-11-03
Valeo Financial Advisors, LLC
INCREASED3,6393,636+3+0%$345.1K$342.7K-$2.4K2026-10-08
Arista Wealth Management, LLC
INCREASED3,6113,577+34+1%$339.6K$340.0K+$4832026-10-29
Monument Capital Management
DECREASED3,5453,597-52-1%$341.5K$333.8K-$7.6K2026-10-09
Wedmont Private Capital
INCREASED3,5102,300+1,210+53%$208.2K$327.6K+$119.4K2026-10-09
Burney Co/
INCREASED3,5012,798+703+25%$265.6K$329.7K+$64.1K2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED3,5003,50000%$332.2K$329.6K-$2.7K2026-10-16
Riversedge Advisors, LLC
INCREASED3,4823,116+366+12%$295.8K$327.9K+$32.1K2026-10-09
Fiduciary Alliance LLC
DECREASED3,4743,679-205-6%$349.2K$327.1K-$22.1K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED3,4403,702-262-7%$345.6K$329.9K-$15.7K2026-10-09
Viewpoint Investment Partners Corp
NEW3,400—+3,400——$320.2K—2026-10-26
PDS Planning, Inc
INCREASED3,3783,279+99+3%$311.3K$318.1K+$6.8K2026-11-03
Gallacher Capital Management LLC
DECREASED3,3284,543-1,215-27%$431.3K$313.4K-$117.9K2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED3,3258,175-4,850-59%$776.1K$313.2K-$462.9K2026-10-08
Mather Group, Llc.
INCREASED3,3043,170+134+4%$300.9K$311.1K+$10.2K2026-10-14
Wright Wealth LLC
DECREASED3,3013,701-400-11%$351.3K$310.9K-$40.5K2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED3,28522,727-19,442-86%$2.2M$309.3K-$1.8M2026-10-29
DKM Wealth Management, Inc.
UNCHANGED3,2503,25000%$308.5K$306.1K-$2.5K2026-10-09
71 West Capital Partners
INCREASED3,2133,098+115+4%$294.1K$302.6K+$8.5K2026-11-04
Brighton Jones LLC
DECREASED3,1893,203-140%$304.1K$300.3K-$3.8K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED3,1803,129+51+2%$297.0K$299.5K+$2.4K2026-10-27
Old National Bancorp
UNCHANGED3,1763,17600%$301.5K$299.1K-$2.4K2026-10-20
Bryn Mawr Trust Advisors, LLC
DECREASED3,1683,176-80%$301.5K$298.3K-$3.2K2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED3,1503,15000%$299.0K$296.6K-$2.4K2026-11-05
Catalyst Investment Management LLC
UNCHANGED3,1493,14900%$298.9K$296.5K-$2.4K2026-10-21
Genus Capital Management Inc.
UNCHANGED3,1393,13900%$298.0K$295.6K-$2.4K2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED3,1323,178-46-1%$301.7K$294.9K-$6.7K2026-10-22
Contravisory Investment Management, Inc.
DECREASED3,1253,258-133-4%$309.3K$294.3K-$15.0K2026-10-13
Asset Allocation Strategies LLC
INCREASED3,1123,010+102+3%$285.7K$293.0K+$7.3K2026-10-20
Left Brain Wealth Management, LLC
INCREASED3,1092,614+495+19%$248.1K$292.8K+$44.6K2026-10-28
Summit Financial Wealth Advisors, LLC
UNCHANGED3,0903,09000%$293.3K$291.0K-$2.3K2026-10-15
Moody National Bank Trust Division
INCREASED3,0502,625+425+16%$249.2K$287.2K+$38.0K2026-10-06
IFP Advisors, Inc
DECREASED3,04015,267-12,227-80%$1.4M$286.3K-$1.2M2026-10-16
Traynor Capital Management, Inc.
NEW2,988—+2,988——$281.4K—2026-10-29
Accurate Wealth Management, LLC
DECREASED2,9623,414-452-13%$309.0K$275.7K-$33.4K2026-10-20
Plan A Wealth LLC
INCREASED2,9622,586+376+15%$245.5K$279.0K+$33.5K2026-10-08
55 North Private Wealth, LLC
DECREASED2,9453,299-354-11%$313.2K$277.3K-$35.8K2026-10-20
Visionary Wealth Advisors
INCREASED2,9382,935+3+0%$278.6K$276.7K-$1.9K2026-11-04
Everest Financial Group LLC
INCREASED2,9162,874+42+1%$272.8K$274.6K+$1.8K2026-11-06
Trek Financial, LLC
DECREASED2,91260,207-57,295-95%$5.7M$274.2K-$5.4M2026-10-29
William John Sempolinski
UNCHANGED2,9012,90100%$275.4K$273.2K-$2.2K2026-10-20
Solitude Financial Services
DECREASED2,9003,000-100-3%$284.8K$273.1K-$11.7K2026-10-26
Hohimer Wealth Management, LLC
INCREASED2,8982,878+20+1%$273.2K$272.9K-$3102026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED2,8982,89800%$239.1K$240.7K+$1.6K2026-11-04
Clearwave Capital, LLC
INCREASED2,8952,889+6+0%$274.3K$272.6K-$1.7K2026-10-27
AlphaCore Capital LLC
DECREASED2,8903,020-130-4%$286.7K$272.2K-$14.5K2026-11-04
Wright Investors Service Inc
DECREASED2,8872,916-29-1%$276.8K$271.9K-$4.9K2026-11-02
Abundance Wealth Counselors
UNCHANGED2,8872,88700%$274.1K$271.9K-$2.2K2026-10-26
Clearstead Advisors, LLC
INCREASED2,8502,654+196+7%$251.9K$268.3K+$16.3K2026-11-06
Norden Group LLC
DECREASED2,8483,351-503-15%$318.1K$268.2K-$49.9K2026-10-20
Hudock, Inc.
INCREASED2,8182,764+54+2%$262.4K$265.4K+$2.9K2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED2,8142,741+73+3%$260.2K$265.0K+$4.8K2026-10-30
Quadrant Private Wealth Management, LLC
NEW2,805—+2,805——$264.1K—2026-11-04
Thrive Wealth Management, LLC
INCREASED2,7962,767+29+1%$262.7K$263.3K+$6282026-10-13
Keudell ison Wealth Management
UNCHANGED2,7502,75000%$261.1K$259.0K-$2.1K2026-10-16
Sterling Investment Advisors, Ltd.
INCREASED2,7492,720+29+1%$258.2K$258.9K+$6422026-10-27
Facet Wealth, Inc.
INCREASED2,7322,428+304+13%$230.5K$257.3K+$26.8K2026-11-04
Quilter Plc
DECREASED2,6942,709-15-1%$257.2K$253.7K-$3.5K2026-10-21
Barry Investment Advisors, LLC
INCREASED2,6172,586+31+1%$245.5K$246.5K+$9952026-10-14
Ariadne Wealth Management, LP
INCREASED2,6112,610+1+0%$247.8K$245.8K-$1.9K2026-11-06
Cherokee Insurance Co
UNCHANGED2,6002,60000%$246.8K$244.8K-$2.0K2026-11-05
MW Advisory, LLC
NEW2,590—+2,590——$243.9K—2026-10-19
Aspiriant, LLC
INCREASED2,5822,389+193+8%$226.8K$243.1K+$16.4K2026-10-16
Genesee Capital Advisors, LLC
NEW2,558—+2,558——$240.9K—2026-10-20
Accredited Investors Inc.
UNCHANGED2,5302,53000%$240.2K$238.3K-$1.9K2026-11-03
Optivise Advisory Services LLC
DECREASED2,4762,502-26-1%$237.5K$233.1K-$4.4K2026-10-19
RMR Wealth Builders
INCREASED2,4572,422+35+1%$229.9K$231.4K+$1.4K2026-10-22
Burford Brothers, Inc.
DECREASED2,4329,119-6,687-73%$865.7K$229.0K-$636.6K2026-10-21
Bedel Financial Consulting, Inc.
INCREASED2,4322,392+40+2%$227.1K$229.0K+$2.0K2026-11-06
Xponance LLC
INCREASED2,4072,355+52+2%$223.6K$226.7K+$3.1K2026-11-03
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED2,4052,40500%$228.3K$226.5K-$1.8K2026-10-19
Quadcap Wealth Management, LLC
NEW2,404—+2,404——$226.4K—2026-11-02
Tompkins Financial Corp
UNCHANGED2,4002,40000%$227.8K$226.0K-$1.8K2026-10-05
AGF Management LTD
NEW2,380—+2,380——$224.1K—2026-11-03
SmartHarvest Portfolios, LLC
INCREASED2,3782,296+82+4%$218.0K$224.0K+$6.0K2026-10-26
Aspen Wealth Management LLC
UNCHANGED2,3682,36800%$224.8K$223.0K-$1.8K2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
NEW2,366—+2,366——$222.8K—2026-11-02
Stonekeep Investments, LLC
INCREASED2,3642,362+2+0%$224$222.6K+$222.4K2026-10-15
L. Roy Papp & Associates, LLP
UNCHANGED2,3552,35500%$223.6K$221.8K-$1.8K2026-10-21
XXI Wealth, LLC
DECREASED2,3402,456-116-5%$233.1K$220.4K-$12.8K2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED2,3192,345-26-1%$222.6K$218.4K-$4.2K2026-10-26
Outlook Wealth Advisors, LLC
DECREASED2,3052,418-113-5%$229.5K$217.1K-$12.5K2026-10-28
Vista Investment Partners LLC
DECREASED2,3032,313-100%$219.6K$216.9K-$2.7K2026-10-08
Montz Harcus Wealth Management LLC
UNCHANGED2,3002,30000%$218.3K$216.6K-$1.7K2026-10-09
B. Riley Wealth Advisors, Inc.
NEW2,279—+2,279——$214.6K—2026-10-13
Mccarter Private Wealth Services LLC
NEW2,275—+2,275——$214.2K—2026-10-22
Personal CFO Solutions, LLC
DECREASED2,2632,839-576-20%$269.6K$213.1K-$56.4K2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED2,2303,709-1,479-40%$352.1K$210.0K-$142.1K2026-10-05
Eagle Strategies LLC
DECREASED2,2152,228-13-1%$211.5K$208.6K-$2.9K2026-10-16
Smith Thornton Advisors LLC
DECREASED2,1982,247-49-2%$201.9K$207.0K+$5.1K2026-10-16
Fort Washington Investment Advisors Inc
DECREASED2,1922,238-46-2%$212.5K$206.4K-$6.0K2026-10-15
Spectrum Planning & Advisory Services Inc.
NEW2,191—+2,191——$206.3K—2026-11-05
Yousif Capital Management, LLC
UNCHANGED2,1832,18300%$207.2K$205.6K-$1.7K2026-10-22
Corecam Pte. Ltd.
UNCHANGED2,1802,18000%$207.0K$205.3K-$1.7K2026-10-23
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,1772,17700%$206.7K$205.0K-$1.7K2026-11-04
Nations Financial Group Inc,
INCREASED2,1302,127+3+0%$201.9K$200.6K-$1.3K2026-11-05
Private Trust Co NA
INCREASED2,0451,820+225+12%$172.7K$192.5K+$19.8K2026-10-20
Pathway Financial Advisers, LLC
NEW1,978—+1,978——$186.3K—2026-10-27
Rosenberg Matthew Hamilton
INCREASED1,9411,842+99+5%$174.9K$182.8K+$7.9K2026-10-05
Accordant Advisory Group Inc
UNCHANGED1,8641,86400%$177.0K$175.5K-$1.4K2026-10-29
Leonteq Securities AG
DECREASED1,8533,999-2,146-54%$379.6K$174.5K-$205.1K2026-10-29
Hilltop National Bank
UNCHANGED1,8021,80200%$171.1K$169.7K-$1.4K2026-10-14
Axiom Investment Management LLC
UNCHANGED1,8001,80000%$170.9K$169.5K-$1.4K2026-11-03
Rothwell Investment Advisors, LLC
NEW1,795—+1,795——$169.0K—2026-11-06
Eastern Bank
INCREASED1,794981+813+83%$93.1K$168.9K+$75.8K2026-10-05
Crumly & Associates Inc.
NEW1,704—+1,704——$160.5K—2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED1,6501,65000%$156.6K$155.4K-$1.3K2026-10-23
S.A. Mason LLC
UNCHANGED1,6261,62600%$154.4K$153.1K-$1.2K2026-10-13
Nemes Rush Group LLC
DECREASED1,6231,651-28-2%$156.7K$152.8K-$3.9K2026-11-04
Chilton Capital Management LLC
UNCHANGED1,5271,52700%$145.0K$143.8K-$1.2K2026-10-28
Adirondack Trust Co
UNCHANGED1,5001,50000%$142.4K$141.3K-$1.1K2026-10-14
Larson Financial Group LLC
DECREASED1,3982,742-1,344-49%$260.3K$131.7K-$128.6K2026-11-05
Nisa Investment Advisors, LLC
INCREASED1,3551,295+60+5%$122.9K$127.6K+$4.7K2026-10-20
Acropolis Investment Management, LLC
UNCHANGED1,3321,33200%$126.4K$125.4K-$1.0K2026-10-08
Armstrong Advisory Group, Inc
DECREASED1,3121,387-75-5%$131.7K$123.6K-$8.1K2026-10-09
Summit Securities Group LLC
DECREASED1,3003,059-1,759-57%$290.4K$122.4K-$168.0K2026-11-05
State of Wyoming
DECREASED1,2981,308-10-1%$124.2K$122.2K-$1.9K2026-10-28
Southern Michigan Bank & Trust
DECREASED1,2953,507-2,212-63%$332.9K$122.0K-$211.0K2026-10-19
Gables Capital Management Inc.
UNCHANGED1,2001,20000%$113.9K$113.0K-$9122026-11-04
Manchester Capital Management LLC
INCREASED1,1571,146+11+1%$108.8K$109.0K+$1652026-10-22
Owl Creek Wealth Partners LLC
INCREASED1,1541,117+37+3%$106.0K$108.7K+$2.6K2026-10-20
Albion Financial Group
INCREASED1,1381,113+25+2%$105.7K$107.2K+$1.6K2026-10-21
UMB Bank, n.a.
DECREASED1,0951,121-26-2%$106.4K$103.1K-$3.3K2026-11-06
Root Financial Partners, LLC
NEW1,032—+1,032——$97.2K—2026-10-21
James T. Borello RIA
DECREASED1,0251,148-123-11%$109.0K$96.5K-$12.5K2026-10-16
Advocate Investing Services LLC
UNCHANGED1,0001,00000%$94.9K$94.2K-$7602026-10-26
First Horizon Corp
UNCHANGED97097000%$92.1K$91.3K-$7372026-10-26
Grove Bank & Trust
DECREASED954956-20%$90.8K$89.8K-$9152026-10-08
Gen-Wealth Partners Inc
INCREASED926600+326+54%$57.0K$87.2K+$30.2K2026-11-04
Lanark Financial, Inc.
INCREASED926749+177+24%$71.1K$87.2K+$16.1K2026-10-26
First Command Advisory Services, Inc.
INCREASED913399+514+129%$37.9K$86.0K+$48.1K2026-11-05
MTM Investment Management, LLC
UNCHANGED75475400%$71.6K$71.0K-$5732026-10-30
Salomon & Ludwin, LLC
DECREASED734794-60-8%$74.1K$69.1K-$5.0K2026-10-29
Nfsg Corp
INCREASED718630+88+14%$59.8K$67.7K+$7.9K2026-10-15
Essex Investment Management Co LLC
UNCHANGED71371300%$67.7K$67.1K-$5422026-10-19
Coastline Trust Co
UNCHANGED69569500%$66.0K$65.4K-$5282026-10-01
Bell Investment Advisors, Inc
INCREASED671271+400+148%$25.7K$63.2K+$37.5K2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED665210+455+217%$19.9K$62.6K+$42.7K2026-10-13
Bfsg, LLC
UNCHANGED65865800%$62.5K$62.0K-$5002026-10-30
Centerpoint Advisors, LLC
INCREASED647638+9+1%$61.0K$61-$60.9K2026-11-05
Toth Financial Advisory Corp
UNCHANGED61561500%$58.4K$57.9K-$4672026-10-08
Triumph Capital Management
DECREASED612655-43-7%$62.2K$57.6K-$4.5K2026-10-14
Rydar Equities, Inc.
NEW585—+585——$54.5K—2026-10-13
Gilpin Wealth Management, LLC
INCREASED569500+69+14%$47.5K$53.6K+$6.1K2026-10-09
Silver Grove Financial Group, Inc.
DECREASED550628-78-12%$59.6K$51.8K-$7.8K2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED52452400%$49.7K$49.3K-$3982026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED51051000%$48.4K$48.0K-$3872026-10-21
Strategic Advocates LLC
UNCHANGED50050000%$47.5K$47.1K-$3802026-11-03
Winch Advisory Services, LLC
INCREASED476465+11+2%$44.2K$44.8K+$6152026-11-06
Bank of New Hampshire
INCREASED475275+200+73%$26.1K$44.7K+$18.6K2026-10-06
Golden State Wealth Management, LLC
UNCHANGED45445400%$43.1K$42.8K-$3452026-11-02
Financial Perspectives, Inc
INCREASED453449+4+1%$42.6K$42.7K+$1062026-11-03
Trust Co of Toledo NA
UNCHANGED42942900%$40.7K$40.4K-$3262026-10-16
Cassaday & Co Wealth Management LLC
INCREASED426145+281+194%$13.8K$40.1K+$26.4K2026-10-27
Activest Wealth Management
UNCHANGED42542500%$40.3K$40.0K-$3232026-10-15
Cromwell Holdings LLC
UNCHANGED41641600%$39.5K$39.2K-$3162026-10-28
Strengthening Families & Communities, LLC
DECREASED402733-331-45%$69.6K$37.8K-$31.7K2026-10-21
True Wealth Design, LLC
DECREASED401460-59-13%$43.7K$37.8K-$5.9K2026-10-13
Costello Asset Management, Inc
UNCHANGED40040000%$38.0K$37.7K-$3042026-10-30
Hoese & Co LLP
UNCHANGED40040000%$38.0K$37.7K-$3042026-10-21
GHP Investment Advisors, Inc.
UNCHANGED40040000%$38.0K$37.7K-$3042026-10-15
Pacifica Partners Inc.
UNCHANGED40040000%$37.8K$37.1K-$6342026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED40040000%$38.0K$37.7K-$3042026-11-03
Bayforest Capital Ltd
INCREASED38722+365+1659%$2.1K$36.4K+$34.4K2026-11-03
SJS Investment Consulting Inc.
INCREASED377376+1+0%$35.7K$35.5K-$1982026-10-26
Lodestone Wealth Management LLC
INCREASED374194+180+93%$18.4K$35.2K+$16.8K2026-10-14
V-Square Quantitative Management LLC
NEW373—+373——$35.1K—2026-10-15
Highline Wealth Partners LLC
INCREASED347297+50+17%$28.2K$32.7K+$4.5K2026-10-19
Financial Consulate, Inc
INCREASED345269+76+28%$25.5K$32.5K+$7.0K2026-10-23
Cape Investment Advisory, Inc.
INCREASED345339+6+2%$32.2K$32.5K+$3012026-10-13
Proathlete Wealth Management LLC
NEW337—+337——$31.7K—2026-10-15
American National Bank & Trust
UNCHANGED32032000%$30.4K$30.1K-$2432026-10-07
Center for Financial Planning, Inc.
NEW300—+300——$28.3K—2026-10-26
Planning Strategies Inc.
INCREASED300250+50+20%$23.7K$28.3K+$4.5K2026-10-02
Valley National Advisers Inc
UNCHANGED28528500%$27.1K$26.8K-$2172026-10-23
Financial Freedom, LLC
NEW284—+284——$26.7K—2026-11-06
Acumen Wealth Advisors, LLC
INCREASED270205+65+32%$19.5K$25.5K+$6.0K2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED26726700%$25.3K$25.1K-$2032026-11-06
PFS Partners, LLC
DECREASED261340-79-23%$32.3K$24.6K-$7.7K2026-10-21
CoreCap Advisors, LLC
DECREASED260265-5-2%$25.1K$24.5K-$5782026-10-08
Ascentis Independent Advisors
NEW247—+247——$23.3K—2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW235—+235——$22.1K—2026-10-16
Advantage Trust Co
UNCHANGED22522500%$21.4K$21.2K-$1712026-10-19
Rakuten Securities, Inc.
DECREASED221245-24-10%$23.3K$20.8K-$2.4K2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED21221200%$20.1K$20.0K-$1612026-11-03
Signature Equity Partners, LLC
INCREASED211206+5+2%$19.6K$19.9K+$3562026-10-29
Bare Financial Services, Inc
INCREASED209197+12+6%$18.7K$19.7K+$9792026-11-04
Hickory Point Bank & Trust
UNCHANGED20020000%$19.0K$18.8K-$1522026-10-01
Avion Wealth
UNCHANGED20020000%$18$18$02026-11-04
Kennebec Savings Bank
UNCHANGED20020000%$19.0K$18.8K-$1522026-10-22
West Financial Advisors, LLC
NEW196—+196——$18.5K—2026-10-22
Creative Financial Designs Inc
UNCHANGED18918900%$17.9K$17.8K-$1442026-11-04
WPG Advisers, LLC
INCREASED18779+108+137%$7.5K$17.6K+$10.1K2026-10-27
Essential Partners LLC
UNCHANGED18518500%$17.6K$17.4K-$1412026-10-14
Abound Wealth Management
UNCHANGED16416400%$15.6K$15.4K-$1252026-10-26
Maseco LLP
UNCHANGED15415400%$14.6K$14.5K-$1192026-10-27
Washington Trust Advisors, Inc.
UNCHANGED15415400%$14.6K$14.5K-$1172026-10-22
Ascentis Wealth Management, LLC
NEW135—+135——$12.7K—2026-11-03
Retirement Wealth Solutions LLC
DECREASED135152-17-11%$14.4K$12.7K-$1.7K2026-10-07
Aspect Partners, LLC
UNCHANGED13213200%$12.5K$12.4K-$1012026-10-20
City State Bank
NEW123—+123——$11.6K—2026-10-20
IAG Wealth Partners, LLC
UNCHANGED11811800%$11.2K$11.1K-$902026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED11011000%$10.4K$10.4K-$842026-10-20
Markowski Investments
INCREASED108107+1+1%$10.1K$10.2K+$562026-10-30
Physician Wealth Advisors, Inc.
INCREASED10758+49+84%$5.5K$10.1K+$4.6K2026-10-20
Hara Capital LLC
DECREASED103168-65-39%$15.9K$9.7K-$6.2K2026-10-30
Alpine Bank Wealth Management
NEW100—+100——$9.4K—2026-10-16
Nova Financial LLC
NEW100—+100——$9.4K—2026-11-04
Key FInancial Inc
DECREASED100350-250-71%$33.2K$9.4K-$23.8K2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED959500%$9.0K$8.9K-$722026-10-16
Coston, McIsaac & Partners
UNCHANGED959500%$9.0K$8.9K-$542026-11-06
Pittenger & Anderson Inc
NEW90—+90——$8.5K—2026-11-02
Caldwell Trust Co
NEW89—+89——$8.4K—2026-10-30
Ares Financial Consulting, LLC
UNCHANGED898900%$8.4K$8.4K-$682026-10-19
Elyxium Wealth, LLC
NEW85—+85——$8.0K—2026-10-27
Zions Bancorporation, National Association
UNCHANGED828200%$7.8K$7.7K-$622026-11-06
Yankcom Partnership
UNCHANGED787800%$7.4K$7.3K-$602026-10-15
Laurel Wealth Advisors LLC
NEW70—+70——$6.6K—2026-10-27
Archer Investment Corp
UNCHANGED686800%$6.5K$6.4K-$512026-11-05
Gleason Group, Inc.
UNCHANGED646400%$6.1K$6.0K-$492026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED646400%$6.1K$6.0K-$492026-10-07
Paladin Partners, LLC
UNCHANGED606000%$5.7K$5.7K-$462026-10-06
Entrust Financial LLC
NEW57—+57——$5.4K—2026-11-04
Kozak & Associates, Inc.
UNCHANGED575700%$5.3K$4.9K-$4232026-10-29
Cedar Mountain Advisors, LLC
NEW55—+55——$5.2K—2026-10-15
Mcdonald Partners LLC
UNCHANGED555500%$5.2K$5.2K-$422026-11-03
Jacobi Capital Management LLC
NEW54—+54——$5.1K—2026-11-05
Birch Financial Group, LLC
NEW50—+50——$4.7K—2026-10-27
GK Wealth Management LLC
NEW47—+47——$4.4K—2026-10-09
North Star Investment Management Corp.
UNCHANGED464600%$4.4K$4.3K-$352026-10-27
Polaris Financial Partners
NEW41—+41——$4—2026-10-02
Hager Investment Management Services, LLC
UNCHANGED404000%$3.8K$3.8K-$302026-11-04
Creative Capital Management Investments LLC
UNCHANGED404000%$3.8K$3.8K-$302026-10-28
Westside Investment Management, Inc.
UNCHANGED404000%$3.8K$3.8K-$302026-11-02
Tounjian Advisory Partners, LLC
UNCHANGED373700%$3.5K$3.5K-$282026-11-04
Canton Hathaway, LLC
NEW36—+36——$3.4K—2026-10-23
Financial Network Wealth Advisors LLC
INCREASED3521+14+67%$2.0K$3.3K+$1.3K2026-10-28
MV Capital Management, Inc.
DECREASED3352-19-37%$4.9K$3.1K-$1.8K2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED333300%$3.1K$3.1K-$252026-10-13
UMB Private Wealth Management, LLC
NEW32—+32——$3.0K—2026-10-19
Arlington Trust Co LLC
UNCHANGED313100%$2.9K$2.9K-$242026-10-20
Country Trust Bank
UNCHANGED303000%$2.8K$2.8K-$232026-10-30
Byrne Asset Management LLC
UNCHANGED303000%$2.8K$2.8K-$622026-10-06
Nvest Wealth Strategies, Inc.
INCREASED2814+14+100%$1.3K$2.6K+$1.3K2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED282800%$2.7K$2.6K-$222026-10-29
Sawyer & Company, Inc
UNCHANGED252500%$2.4K$2.4K-$192026-10-21
Tsfg, LLC
UNCHANGED252500%$2$2$02026-10-23
Quaker Wealth Management, LLC
UNCHANGED222200%$2.1K$2.1K-$172026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED212100%$2.0K$2.0K-$162026-10-23
Burk Holdings LLC
UNCHANGED212100%$2.0K$2.0K-$162026-11-05
First Bancorp, Inc
NEW19—+19——$1.8K—2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED181800%$1.7K$1.7K-$142026-10-28
Monetary Solutions, Ltd
INCREASED1711+6+55%$1.0K$1.6K+$5572026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED171700%$1.6K$1.6K-$132026-11-02
Carolina Wealth Advisors, LLC
NEW16—+16——$1.5K—2026-10-23
Balance Wealth Partners LLC
NEW16—+16——$1.5K—2026-10-27
Downshift Financial, LLC
UNCHANGED121200%$1.1K$1.1K-$92026-10-13
Gold Investment Management Ltd.
UNCHANGED121200%$1.1K$1.1K-$92026-10-19
Navigoe, LLC
UNCHANGED121200%$1$1$02026-11-04
Hurley Capital, LLC
UNCHANGED111100%$1.1K$1.1K+$152026-11-05
Main Street Group, LTD
UNCHANGED101000%$915$928+$132026-10-28
Addison Advisors LLC
NEW8—+8——$754—2026-11-06
Oakworth Capital, Inc.
NEW8—+8——$753—2026-10-26
Compass Financial Management LLC
DECREASED810,888-10,880-100%$1.0M$753-$1.0M2026-10-30
Fortis Group Advisors, LLC
NEW7—+7——$659—2026-11-06
Godsey & Gibb, Inc
NEW6—+6——$566—2026-10-14
Elevated Capital Advisors, LLC
DECREASED636-30-83%$3.4K$565-$2.9K2026-11-04
Trust Co
UNCHANGED6600%$570$565-$52026-10-09
Fairway Wealth LLC
NEW3—+3——$283—2026-10-30
Mosley Wealth Management
UNCHANGED3300%$285$271-$142026-10-16
StrongBox Wealth, LLC
NEW2—+2——$188—2026-11-02
Financial Management Professionals, Inc.
DECREASED128-27-96%$2.7K$94-$2.6K2026-10-23
Capricorn Fund Managers Ltd
CLOSED0160,275-160,275-100%$15.2M$0-$15.2M2026-11-03
Transmarket Holdings LP
CLOSED060,773-60,773-100%$5.8M$0-$5.8M2026-10-27
Imc-Chicago, LLC
CLOSED054,458-54,458-100%$5.2M$0-$5.2M2026-11-05
Leuthold Group, LLC
CLOSED049,942-49,942-100%$4.7M$0-$4.7M2026-11-04
Central Valley Advisors, LLC
CLOSED029,313-29,313-100%$2.8M$0-$2.8M2026-10-27
Ellsworth Advisors, LLC
CLOSED022,141-22,141-100%$2.1M$0-$2.1M2026-10-15
Artemis Investment Management LLP
CLOSED017,760-17,760-100%$1.7M$0-$1.7M2026-10-08
Wealth Management Partners, LLC
CLOSED014,936-14,936-100%$1.4M$0-$1.4M2026-10-21
Natixis
CLOSED07,688-7,688-100%$729.8K$0-$729.8K2026-11-06
Brookstone Capital Management
CLOSED04,786-4,786-100%$454.3K$0-$454.3K2026-10-22
Fiduciary Financial Group, LLC
CLOSED04,778-4,778-100%$453.6K$0-$453.6K2026-10-13
Summit Global Investments
CLOSED04,664-4,664-100%$443.0K$0-$443.0K2026-10-28
Gateway Investment Advisers LLC
CLOSED04,553-4,553-100%$432.2K$0-$432.2K2026-10-13
Providence First Trust Co
CLOSED04,028-4,028-100%$382.4K$0-$382.4K2026-11-02
Carter Financial Group, Inc.
CLOSED02,618-2,618-100%$248.5K$0-$248.5K2026-10-21
Garner Asset Management Corp
CLOSED02,452-2,452-100%$232.8K$0-$232.8K2026-10-30
Riverbridge Partners LLC
CLOSED02,284-2,284-100%$216.8K$0-$216.8K2026-11-05
Colonial River Investments, LLC
CLOSED02,107-2,107-100%$200.0K$0-$200.0K2026-10-19
Commonwealth Retirement Investments LLC
CLOSED0922-922-100%$87.6K$0-$87.6K2026-10-26
AdvisorNet Financial, Inc
CLOSED0452-452-100%$42.9K$0-$42.9K2026-10-15
Cornerstone Planning Group LLC
CLOSED0324-324-100%$29.9K$0-$29.9K2026-10-16
MCF Advisors LLC
CLOSED0278-278-100%$26.4K$0-$26.4K2026-10-28
Robinswood Financial LLC
CLOSED0261-261-100%$24.8K$0-$24.8K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0205-205-100%$19.5K$0-$19.5K2026-10-29
Vermillion Wealth Management, Inc.
CLOSED0190-190-100%$18.0K$0-$18.0K2026-10-26
Elevation Wealth Partners, LLC
CLOSED0122-122-100%$11.6K$0-$11.6K2026-10-07
Ninety One UK Ltd
CLOSED0101-101-100%$9.6K$0-$9.6K2026-10-15
Founders Capital Management
CLOSED077-77-100%$7.3K$0-$7.3K2026-10-13
CX Institutional
CLOSED069-69-100%$7$0-$72026-10-02
Stone House Investment Management, LLC
CLOSED068-68-100%$6.5K$0-$6.5K2026-10-23
LifeSteps Financial, Inc.
CLOSED065-65-100%$6.2K$0-$6.2K2026-10-15
Whipplewood Advisors, LLC
CLOSED061-61-100%$5.8K$0-$5.8K2026-10-20
Towne Trust Company, N.a
CLOSED058-58-100%$5.5K$0-$5.5K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED054-54-100%$5.1K$0-$5.1K2026-11-04
Trifecta Capital Advisors, LLC
CLOSED014-14-100%$1.3K$0-$1.3K2026-10-21
Asset Dedication, LLC
CLOSED013-13-100%$1.2K$0-$1.2K2026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED012-12-100%$1.2K$0-$1.2K2026-10-16
Horizon Financial Services, LLC
DECREASED014-14-100%$1.3K$0-$1.3K2026-11-04
Kingdom Financial Group Llc.
UNCHANGED000—$30$30$02026-11-04
State Farm Mutual Automobile Insurance Co
N/A—10,931,820-10,931,820-100%$1.0B———
Goldman Sachs Group Inc
N/A—9,490,536-9,490,536-100%$900.9M———
Morgan Stanley
N/A—4,853,229-4,853,229-100%$460.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,074,849-4,074,849-100%$386.8M———
Bank of America Corp
N/A—3,373,160-3,373,160-100%$320.2M———
Qube Research & Technologies Ltd
N/A—2,795,979-2,795,979-100%$265.4M———
JPMorgan Chase & Co
N/A—2,552,552-2,552,552-100%$240.7M———
BlackRock, Inc.
N/A—2,474,852-2,474,852-100%$234.9M———
Neuberger Berman Group LLC
N/A—2,389,913-2,389,913-100%$226.9M———
FMR LLC
N/A—2,316,374-2,316,374-100%$219.9M———
Bank of Montreal
N/A—2,178,976-2,178,976-100%$206.9M———
Harding Loevner LP
N/A—1,941,326-1,941,326-100%$186.1M———
BNP Paribas Financial Markets
N/A—1,895,058-1,895,058-100%$179.9M———
Natixis Advisors, LLC
N/A—1,875,809-1,875,809-100%$178.1M———
Jones Financial Companies Lllp
N/A—1,867,120-1,867,120-100%$175.0M———
Northern Trust Corp
N/A—1,840,742-1,840,742-100%$174.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,839,135-1,839,135-100%$174.6M———
Arrowstreet Capital, Limited Partnership
N/A—1,715,018-1,715,018-100%$162.8M———
Earnest Partners LLC
N/A—1,445,246-1,445,246-100%$137.2M———
Altshuler Shaham Ltd
N/A—1,344,000-1,344,000-100%$127.6M———
Wells Fargo & Company
N/A—1,220,341-1,220,341-100%$115.8M———
Renaissance Technologies LLC
N/A—1,214,600-1,214,600-100%$115.3M———
Royal Bank of Canada
N/A—1,177,030-1,177,030-100%$111.7M———
Palliser Capital (UK) LtdA
N/A—1,066,331-1,066,331-100%$101.2M———
UBS Group AG
N/A—1,046,164-1,046,164-100%$99.3M———
Envestnet Asset Management Inc
N/A—848,854-848,854-100%$80.6M———
Milford Funds LTD
N/A—800,895-800,895-100%$76.0M———
Raymond James Financial Inc
N/A—776,435-776,435-100%$73.7M———
Franklin Resources Inc
N/A—738,131-738,131-100%$70.1M———
Cullen Capital Management, LLC
N/A—684,440-684,440-100%$65.0M———
American Century Companies Inc
N/A—676,254-676,254-100%$64.2M———
Ameriprise Financial Inc
N/A—631,284-631,284-100%$59.9M———
Jane Street Group, LLC
N/A—597,611-597,611-100%$56.7M———
First Trust Advisors LP
N/A—581,219-581,219-100%$55.2M———
Clearbridge Investments, LLC
N/A—565,792-565,792-100%$53.7M———
Teachers Retirement System of the State of Kentucky
N/A—554,020-554,020-100%$52.6M———
SEI Investments Co
N/A—549,969-549,969-100%$52.2M———
Wellington Management Group LLP
N/A—529,665-529,665-100%$50.3M———
Adage Capital Partners GP, L.L.C.
N/A—524,602-524,602-100%$49.8M———
Capital Advisors Inc
N/A—518,140-518,140-100%$49.2M———
Two Sigma Investments, LP
N/A—438,396-438,396-100%$41.6M———
HRT Financial LP
N/A—410,628-410,628-100%$39.0M———
Massachusetts Financial Services Co
N/A—402,007-402,007-100%$43.6M———
Millennium Management LLC
N/A—359,321-359,321-100%$34.1M———
SPX Gestao de Recursos Ltda
N/A—308,586-308,586-100%$29.3M———
Gabelli Funds LLC
N/A—293,100-293,100-100%$27.8M———
Tower Research Capital LLC (TRC)
N/A—272,766-272,766-100%$25.9M———
Tudor Investment Corp ET AL
N/A—249,474-249,474-100%$23.7M———
Capital Wealth Planning, LLC
N/A—249,132-249,132-100%$23.7M———
Quantinno Capital Management LP
N/A—246,018-246,018-100%$23.4M———
Stifel Financial Corp
N/A—238,909-238,909-100%$22.7M———
Charles Schwab Investment Management Inc
N/A—231,969-231,969-100%$22.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—212,472-212,472-100%$20.2M———
Old Mission Capital LLC
N/A—208,104-208,104-100%$19.8M———
O'shaughnessy Asset Management, LLC
N/A—206,076-206,076-100%$19.6M———
AQR Capital Management LLC
N/A—202,627-202,627-100%$19.2M———
Jennison Associates LLC
N/A—195,469-195,469-100%$18.6M———
Van Eck Associates Corp
N/A—190,400-190,400-100%$18.1M———
Hudson Bay Capital Management LP
N/A—190,000-190,000-100%$18.0M———
Farallon Capital Management, L.L.C.
N/A—183,475-183,475-100%$17.4M———
Scotia Capital Inc.
N/A—178,366-178,366-100%$16.9M———
Cetera Investment Advisers
N/A—175,125-175,125-100%$16.6M———
Banco BTG Pactual S.A.
N/A—170,511-170,511-100%$16.2M———
SCS Capital Management LLC
N/A—168,218-168,218-100%$16.0M———
Cohen & Steers, Inc.
N/A—161,973-161,973-100%$15.4M———
New York State Common Retirement Fund
N/A—158,824-158,824-100%$15.1M———
Old West Investment Management, LLC
N/A—145,736-145,736-100%$13.8M———
Greenline Partners, LLC
N/A—144,459-144,459-100%$13.7M———
Osaic Holdings, Inc.
N/A—136,496-136,496-100%$13.0M———
Sanctuary Advisors, LLC
N/A—132,412-132,412-100%$12.6M———
LMR Partners LLP
N/A—131,949-131,949-100%$12.5M———
Saturna Capital Corp
N/A—120,886-120,886-100%$11.5M———
Citadel Advisors LLC
N/A—120,199-120,199-100%$11.4M———
Rockefeller Capital Management L.P.
N/A—118,351-118,351-100%$11.2M———
National Bank of Canada
N/A—118,009-118,009-100%$11.2M———
Tidal Investments LLC
N/A—115,936-115,936-100%$11.0M———
Mariner, LLC
N/A—114,214-114,214-100%$10.8M———
Deltroit Asset Management (UK) LLP
N/A—112,000-112,000-100%$10.6M———
HighTower Advisors, LLC
N/A—111,319-111,319-100%$10.6M———
QRG Capital Management, Inc.
N/A—110,510-110,510-100%$10.5M———
Curi Capital, LLC
N/A—108,360-108,360-100%$12.7M———
Optiver Holding B.V.
N/A—105,835-105,835-100%$10.0M———
Bragg Financial Advisors, Inc
N/A—100,502-100,502-100%$9.5M———
MML Investors Services, LLC
N/A—98,370-98,370-100%$9.3M———
Janney Montgomery Scott LLC
N/A—94,352-94,352-100%$9.0M———
SummitTX Capital, L.P.
N/A—88,908-88,908-100%$8.4M———
Foresight Global Investors, Inc.
N/A—86,466-86,466-100%$8.2M———
Nuveen, LLC
N/A—84,478-84,478-100%$8.0M———
Squarepoint Ops LLC
N/A—84,048-84,048-100%$8.0M———
Orion Porfolio Solutions, LLC
N/A—83,528-83,528-100%$7.9M———
Cerity Partners LLC
N/A—81,902-81,902-100%$7.8M———
Capstone Investment Advisors, LLC
N/A—80,006-80,006-100%$7.6M———
NewEdge Advisors, LLC
N/A—78,783-78,783-100%$7.5M———
Oxbow Advisors, LLC
N/A—73,880-73,880-100%$7.0M———
Bridgewater Associates, LP
N/A—72,797-72,797-100%$6.9M———
Dixon Mitchell Investment Counsel Inc.
N/A—72,200-72,200-100%$6.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—71,234-71,234-100%$6.8M———
Federation des caisses Desjardins du Quebec
N/A—70,633-70,633-100%$6.7M———
Stephens Inc
N/A—70,012-70,012-100%$6.6M———
M&T Bank Corp
N/A—69,043-69,043-100%$6.6M———
&partners
N/A—68,038-68,038-100%$6.4M———
CIBC World Market Inc.
N/A—66,278-66,278-100%$6.3M———
Boothbay Fund Management, LLC
N/A—60,886-60,886-100%$5.8M———
Advisors Asset Management, Inc.
N/A—59,607-59,607-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—58,715-58,715-100%$5.6M———
Callan Family Office, LLC
N/A—58,492-58,492-100%$5.6M———
Manufacturers Life Insurance Company, the
N/A—55,848-55,848-100%$5.3M———
Himension Capital (Singapore) Pte. Ltd.
N/A—55,394-55,394-100%$5.3M———
D. E. Shaw & Co., Inc.
N/A—54,640-54,640-100%$5.2M———
Cantor Fitzgerald, L. P.
N/A—54,523-54,523-100%$5.2M———
Fora Capital, LLC
N/A—53,937-53,937-100%$5.1M———
Morgan Dempsey Capital Management LLC
N/A—53,677-53,677-100%$5.1M———
NewEdge Wealth, LLC
N/A—53,065-53,065-100%$5.0M———
Opal Capital LLC
N/A—52,736-52,736-100%$5.0M———
Brasada Capital Management, LP
N/A—52,409-52,409-100%$5.0M———
Boston Partners
N/A—52,025-52,025-100%$4.9M———
Mercer Global Advisors Inc
N/A—50,919-50,919-100%$4.8M———
Northwest Bancshares, Inc.
N/A—50,575-50,575-100%$4.8M———
SG Americas Securities, LLC
N/A—50,468-50,468-100%$4.8M———
TLS Advisors LLC
N/A—49,998-49,998-100%$4.7M———
Stelac Advisory Services LLC
N/A—48,382-48,382-100%$4.6M———
SSA Swiss Advisors AG
N/A—48,382-48,382-100%$4.6M———
Hantz Financial Services, Inc.
N/A—48,229-48,229-100%$4.6M———
DJE Kapital AG
N/A—48,130-48,130-100%$4.5M———
Capital Fund Management S.A.
N/A—45,989-45,989-100%$4.4M———
LEE Johnson Capital Management, LLC
N/A—45,393-45,393-100%$4.3M———
Captrust Financial Advisors
N/A—44,214-44,214-100%$4.2M———
Vident Advisory, LLC
N/A—44,169-44,169-100%$4.2M———
Vanguard Personalized Indexing Management, LLC
N/A—44,086-44,086-100%$4.2M———
Engineers Gate Manager LP
N/A—41,680-41,680-100%$4.0M———
Vestmark Advisory Solutions, Inc.
N/A—41,450-41,450-100%$3.9M———
Jump Financial, LLC
N/A—40,818-40,818-100%$3.9M———
K.J. Harrison & Partners Inc
N/A—40,250-40,250-100%$3.8M———
Campbell & Co Investment Adviser LLC
N/A—39,627-39,627-100%$3.8M———
Horizon Investments, LLC
N/A—38,448-38,448-100%$3.6M———
RH Tailwind Management, LLC
N/A—38,000-38,000-100%$3.6M———
Limestone Investment Advisors LP
N/A—37,814-37,814-100%$3.6M———
Amova Asset Management Americas, Inc.
N/A—37,014-37,014-100%$3.5M———
Susquehanna International Group, LLP
N/A—36,876-36,876-100%$3.5M———
Waverly Advisors, LLC
N/A—36,837-36,837-100%$3.5M———
LGT Group Foundation
N/A—35,886-35,886-100%$3.4M———
Integrated Wealth Concepts LLC
N/A—35,785-35,785-100%$3.4M———
DRW Securities, LLC
N/A—35,696-35,696-100%$3.4M———
Advisory Services Network, LLC
N/A—34,805-34,805-100%$3.3M———
Guggenheim Capital LLC
N/A—34,499-34,499-100%$3.3M———
Private Advisor Group, LLC
N/A—33,178-33,178-100%$3.1M———
Focus Partners Wealth
N/A—32,920-32,920-100%$3.1M———
Insigneo Advisory Services, LLC
N/A—32,292-32,292-100%$3.1M———
Arax Advisory Partners
N/A—31,665-31,665-100%$3.0M———
SIT Investment Associates Inc
N/A—30,550-30,550-100%$2.9M———
Alphadyne Asset Management LP
N/A—30,374-30,374-100%$2.9M———
Caprock Group, LLC
N/A—30,159-30,159-100%$2.9M———
Commerce Bank
N/A—29,758-29,758-100%$2.8M———
Seascape Capital Management
N/A—29,145-29,145-100%$2.8M———
Pinnacle Financial Partners, Inc.
N/A—28,893-28,893-100%$2.7M———
BTC Capital Management, Inc.
N/A—27,881-27,881-100%$2.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—27,751-27,751-100%$2.6M———
Recurrent Investment Advisors LLC
N/A—27,245-27,245-100%$2.6M———
Pathstone Holdings, LLC
N/A—26,784-26,784-100%$2.5M———
Credit Agricole S A
N/A—26,130-26,130-100%$2.5M———
Deeter Investments LLP
N/A—25,508-25,508-100%$2.4M———
Naviter Wealth, LLC
N/A—25,169-25,169-100%$2.4M———
Sharpepoint LLC
N/A—25,075-25,075-100%$2.4M———
Banco Santander, S.A.
N/A—25,056-25,056-100%$2.4M———
IEQ Capital, LLC
N/A—24,137-24,137-100%$2.3M———
UBS Asset Management Americas LLC
N/A—24,039-24,039-100%$2.3M———
Arkadios Wealth Advisors
N/A—23,909-23,909-100%$2.3M———
Blair William & Co
N/A—23,889-23,889-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—23,803-23,803-100%$2.3M———
Argent Trust Co
N/A—23,060-23,060-100%$2.2M———
Bank of Nova Scotia
N/A—23,048-23,048-100%$2.2M———
Stock Yards Bank & Trust Co
N/A—22,397-22,397-100%$2.1M———
Rhumbline Advisers
N/A—22,301-22,301-100%$2.1M———
Sequoia Financial Advisors, LLC
N/A—22,026-22,026-100%$2.1M———
Evelyn Partners Group Ltd
N/A—21,600-21,600-100%$2.1M———
Jain Global LLC
N/A—20,959-20,959-100%$2.0M———
Aigen Investment Management, LP
N/A—20,701-20,701-100%$2.0M———
Bollard Group LLC
N/A—19,608-19,608-100%$1.9M———
Victory Capital Management Inc
N/A—19,475-19,475-100%$1.8M———
Chesapeake Capital Corp
N/A—18,941-18,941-100%$1.8M———
Independent Advisor Alliance
N/A—18,852-18,852-100%$1.8M———
FCA Corp
N/A—18,725-18,725-100%$1.8M———
Vectors Research Management, LLC
N/A—18,378-18,378-100%$1.7M———
Snowden Capital Advisors LLC
N/A—18,098-18,098-100%$1.7M———
Man Group plc
N/A—18,037-18,037-100%$1.7M———
1832 Asset Management L.P.
N/A—17,230-17,230-100%$1.6M———
VPR Management LLC
N/A—17,000-17,000-100%$1.6M———
Cadence Wealth Management LLC
N/A—16,921-16,921-100%$1.6M———
Triton Financial Group Inc
N/A—16,638-16,638-100%$1.6M———
Quantbot Technologies LP
N/A—16,594-16,594-100%$1.6M———
Te Ahumairangi Investment Management Ltd
N/A—16,372-16,372-100%$1.6M———
Horizon Kinetics Asset Management LLC
N/A—16,226-16,226-100%$1.5M———
LGT Fund Management Co Ltd.
N/A—16,174-16,174-100%$1.5M———
Global Retirement Partners, LLC
N/A—16,113-16,113-100%$1.5M———
Huntington National Bank
N/A—16,103-16,103-100%$1.5M———
Qtron Investments LLC
N/A—15,954-15,954-100%$1.5M———
Bramshill Investments, LLC
N/A—15,741-15,741-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—15,091-15,091-100%$1.4M———
Steadtrust LLC
N/A—15,020-15,020-100%$1.4M———
Equitable Holdings, Inc.
N/A—14,801-14,801-100%$1.4M———
Peapack Gladstone Financial Corp
N/A—14,105-14,105-100%$1.3M———
Gotham Asset Management, LLC
N/A—13,960-13,960-100%$1.3M———
Strategic Global Advisors, LLC
N/A—13,731-13,731-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—13,637-13,637-100%$1.3M———
Westbourne Investments, Inc.
N/A—13,221-13,221-100%$1.3M———
Kovack Advisors, Inc.
N/A—13,206-13,206-100%$1.2M———
Johnson Investment Counsel Inc
N/A—13,070-13,070-100%$1.2M———
World Investment Advisors
N/A—12,829-12,829-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—12,754-12,754-100%$1.2M———
Farringdon Capital, Ltd.
N/A—12,328-12,328-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—12,169-12,169-100%$1.2M———
Capula Management Ltd
N/A—12,080-12,080-100%$1.1M———
Aegis Wealth Management LLC
N/A—12,000-12,000-100%$1.1M———
Cloverfields Capital Group, LP
N/A—11,744-11,744-100%$1.1M———
Flow Traders U.S. LLC
N/A—11,623-11,623-100%$1.1M———
WealthTrust Axiom LLC
N/A—11,189-11,189-100%$1.1M———
Benjamin Edwards Inc
N/A—11,138-11,138-100%$1.1M———
Smartleaf Asset Management LLC
N/A—11,020-11,020-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—10,989-10,989-100%$1.0M———
Raelipskie Partnership
N/A—10,952-10,952-100%$1.0M———
Summit Trail Advisors, LLC
N/A—10,739-10,739-100%$1.0M———
CIBC Bancorp USA Inc.
N/A—10,537-10,537-100%$1.0M———
Empowered Funds, LLC
N/A—10,485-10,485-100%$995.3K———
Cozad Asset Management Inc
N/A—10,403-10,403-100%$987.6K———
Donaldson Capital Management, LLC
N/A—10,257-10,257-100%$973.7K———
Checchi Capital Advisers, LLC
N/A—10,210-10,210-100%$969.2K———
Mutual Advisors, LLC
N/A—10,059-10,059-100%$954.9K———
AR Asset Management Inc
N/A—10,000-10,000-100%$949.3K———
Baird Financial Group, Inc.
N/A—9,681-9,681-100%$919.0K———
Headinvest, LLC
N/A—9,650-9,650-100%$916.1K———
Twin Tree Management, LP
N/A—9,180-9,180-100%$871.5K———
Verition Fund Management LLC
N/A—8,951-8,951-100%$849.7K———
OneDigital Investment Advisors LLC
N/A—8,810-8,810-100%$836.3K———
Belpointe Asset Management LLC
N/A—8,803-8,803-100%$835.7K———
United Capital Financial Advisors, LLC
N/A—8,514-8,514-100%$808.2K———
Essex Financial Services, Inc.
N/A—8,435-8,435-100%$800.8K———
Shelton Capital Management
N/A—8,390-8,390-100%$796.5K———
Disciplined Investors, L.L.C.
N/A—8,389-8,389-100%$796.4K———
Walleye Capital LLC
N/A—8,340-8,340-100%$791.7K———
AE Wealth Management LLC
N/A—8,227-8,227-100%$780.9K———
One Wealth Advisors, LLC
N/A—8,159-8,159-100%$774.5K———
X-Square Capital, LLC
N/A—8,050-8,050-100%$764.0K———
Fund Advisors of America Inc
N/A—7,890-7,890-100%$749.0K———
Octavia Wealth Advisors, LLC
N/A—7,818-7,818-100%$742.2K———
Bearing Point Capital, LLC
N/A—7,800-7,800-100%$740.5K———
Coldstream Capital Management Inc
N/A—7,743-7,743-100%$735.1K———
Glenmede Trust Co NA
N/A—7,678-7,678-100%$728.9K———
WNY Asset Management, LLC
N/A—7,636-7,636-100%$724.9K———
Rothschild Wealth LLC
N/A—7,592-7,592-100%$720.7K———
Marshall Financial Group, LLC
N/A—7,423-7,423-100%$704.7K———
Marshall Wace, LLP
N/A—7,346-7,346-100%$697.4K———
Composition Wealth, LLC
N/A—7,263-7,263-100%$689.5K———
MAI Capital Management
N/A—7,186-7,186-100%$682.2K———
Inspire Advisors, LLC
N/A—6,977-6,977-100%$660.3K———
Summitry LLC
N/A—6,969-6,969-100%$661.6K———
Dorsey & Whitney Trust Co LLC
N/A—6,962-6,962-100%$660.9K———
Quantitative Investment Management, LLC
N/A—6,939-6,939-100%$658.0K———
LaSalle St. Investment Advisors, LLC
N/A—6,925-6,925-100%$657.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,901-6,901-100%$655.1K———
Summit Financial, LLC
N/A—6,865-6,865-100%$651.7K———
Brown Advisory Inc
N/A—6,830-6,830-100%$648.4K———
Rothschild Investment LLC
N/A—6,798-6,798-100%$645.4K———
Pure Financial Advisors, LLC
N/A—6,762-6,762-100%$641.9K———
Kingsview Wealth Management, LLC
N/A—6,603-6,603-100%$626.9K———
Xcelsior Advisor Partners LLC
N/A—6,524-6,524-100%$619.3K———
Rehmann Capital Advisory Group
N/A—6,468-6,468-100%$597.4K———
Harbour Investments, Inc.
N/A—6,104-6,104-100%$579.5K———
EP Wealth Advisors, LLC
N/A—6,014-6,014-100%$570.9K———
West Family Investments, Inc.
N/A—6,000-6,000-100%$569.6K———
Norges Bank
N/A—5,964-5,964-100%$566.2K———
Barometer Capital Management Inc.
N/A—5,950-5,950-100%$564.8K———
Kintra Wealth, LLC
N/A—5,945-5,945-100%$583.8K———
Tandem Financial, LLC
N/A—5,896-5,896-100%$559.7K———
GeoWealth Management, LLC
N/A—5,883-5,883-100%$558.5K———
Ridge Creek Global, Inc
N/A—5,875-5,875-100%$557.7K———
Ingalls & Snyder LLC
N/A—5,836-5,836-100%$554.0K———
RNC Capital Management LLC
N/A—5,755-5,755-100%$546.3K———
IHT Wealth Management, LLC
N/A—5,636-5,636-100%$535.1K———
Wealth Alliance, LLC
N/A—5,491-5,491-100%$521.2K———
Legacy Capital Group California, Inc.
N/A—5,467-5,467-100%$519.0K———
Erste Asset Management GmbH
N/A—5,400-5,400-100%$512.6K———
Jaffetilchin Investment Partners, LLC
N/A—5,298-5,298-100%$502.9K———
Aspen Wealth Strategies, LLC
N/A—5,296-5,296-100%$502.7K———
HFG Advisors, Inc.
N/A—5,269-5,269-100%$500.2K———
Principal Securities, Inc.
N/A—5,159-5,159-100%$489.7K———
Ballentine Partners, LLC
N/A—5,144-5,144-100%$488.3K———
Allianz SE
N/A—5,134-5,134-100%$487.4K———
Syon Capital LLC
N/A—5,103-5,103-100%$484.4K———
Frec Markets, Inc.
N/A—5,032-5,032-100%$477.7K———
Titan Wealth (CI) Ltd
N/A—5,000-5,000-100%$474.7K———
Acadian Asset Management LLC
N/A—4,952-4,952-100%$469.0K———
Ethos Financial Group, LLC
N/A—4,904-4,904-100%$459.3K———
Nwam LLC
N/A—4,895-4,895-100%$464.7K———
Parvin Asset Management, LLC
N/A—4,870-4,870-100%$462.3K———
Envestnet Portfolio Solutions, Inc.
N/A—4,745-4,745-100%$450.4K———
Comprehensive Money Management Services LLC
N/A—4,733-4,733-100%$449.3K———
KDT Advisors, LLC
N/A—4,711-4,711-100%$447.2K———
Cary Street Partners Financial LLC
N/A—4,617-4,617-100%$438.3K———
Freestone Capital Holdings, LLC
N/A—4,583-4,583-100%$435.1K———
Invesco Ltd.
N/A—4,449-4,449-100%$422.3K———
LRI Investments, LLC
N/A—4,337-4,337-100%$411.7K———
Dynasty Wealth Management, LLC
N/A—4,317-4,317-100%$409.8K———
Sharp Wealth Advisory, LLC
N/A—4,308-4,308-100%$409.0K———
Bridgewater Advisors Inc.
N/A—4,268-4,268-100%$409.3K———
Bartlett & Co. Wealth Management LLC
N/A—4,225-4,225-100%$401.1K———
Sivia Capital Partners, LLC
N/A—4,150-4,150-100%$394.0K———
S Harris Financial Group, LLC
N/A—4,132-4,132-100%$392.3K———
Rathbones Group PLC
N/A—4,125-4,125-100%$391.6K———
Quinn Opportunity Partners LLC
N/A—4,000-4,000-100%$379.7K———
Knollwood Investment Advisory, LLC
N/A—3,950-3,950-100%$375.0K———
Foundations Investment Advisors, LLC
N/A—3,943-3,943-100%$374.3K———
Savvy Advisors, Inc.
N/A—3,918-3,918-100%$372.0K———
State Street Corp
N/A—3,849-3,849-100%$365.4K———
Hilltop Holdings Inc.
N/A—3,833-3,833-100%$363.9K———
JMN Financial LLC
N/A—3,775-3,775-100%$358.4K———
Venturi Wealth Management, LLC
N/A—3,770-3,770-100%$357.9K———
Red Door Wealth Management, LLC
N/A—3,769-3,769-100%$357.8K———
Hexagon Capital Partners LLC
N/A—3,686-3,686-100%$349.9K———
Schroder Investment Management Group
N/A—3,681-3,681-100%$347.1K———
EFG International AG
N/A—3,668-3,668-100%$348.2K———
Forum Finance Group S.A.
N/A—3,500-3,500-100%$268———
Keystone Financial Group
N/A—3,445-3,445-100%$327.0K———
Basecamp Wealth Advisors LLC
N/A—3,429-3,429-100%$325.5K———
Keebeck Wealth Management
N/A—3,306-3,306-100%$313.8K———
Mayflower Financial Advisors, LLC
N/A—3,237-3,237-100%$307.3K———
Tripletail Wealth Management, LLC
N/A—3,228-3,228-100%$304.8K———
CVA Family Office, LLC
N/A—3,200-3,200-100%$303.8K———
OneAscent Family Office, LLC
N/A—3,170-3,170-100%$300.9K———
Hurricane Capital Advisors LLC
N/A—3,150-3,150-100%$299.0K———
Sprott Inc.
N/A—3,147-3,147-100%$298.7K———
Atlantic Union Bankshares Corp
N/A—3,130-3,130-100%$297.1K———
Fortis Capital Advisors, LLC
N/A—3,006-3,006-100%$285.4K———
Dodge & COX
N/A—3,000-3,000-100%$284.8K———
Fayez Sarofim & Co
N/A—3,000-3,000-100%$284.8K———
HSBC Holdings PLC
N/A—2,910-2,910-100%$275.9K———
Bluefin Capital Management, LLC
N/A—2,900-2,900-100%$275.3K———
one8zero8, LLC
N/A—2,900-2,900-100%$275.3K———
Modern Wealth Management, LLC
N/A—2,882-2,882-100%$273.6K———
Main Street Financial Solutions, LLC
N/A—2,875-2,875-100%$272.9K———
Samara Investment Management, LLC
N/A—2,850-2,850-100%$270.6K———
Two Sigma Securities, LLC
N/A—2,845-2,845-100%$270.1K———
IFG Advisory, LLC
N/A—2,787-2,787-100%$264.6K———
Allium Financial Advisors, LLC
N/A—2,724-2,724-100%$258.6K———
National Philanthropic Trust
N/A—2,700-2,700-100%$256.3K———
Aspire Capital Advisors LLC
N/A—2,677-2,677-100%$254.2K———
Peregrine Asset Advisers, Inc.
N/A—2,655-2,655-100%$252.0K———
Stonebrook Private Inc.
N/A—2,650-2,650-100%$251.6K———
NorthRock Partners, LLC
N/A—2,624-2,624-100%$249.1K———
Fiduciary Group, LLC
N/A—2,602-2,602-100%$247.0K———
Silvercrest Asset Management Group LLC
N/A—2,596-2,596-100%$246.4K———
Calydon Capital
N/A—2,528-2,528-100%$239.9K———
Simmons Bank
N/A—2,500-2,500-100%$237.3K———
Fiduciary Trust Co
N/A—2,457-2,457-100%$233.2K———
First National Bank of Omaha
N/A—2,443-2,443-100%$230.4K———
Texas Yale Capital Corp.
N/A—2,410-2,410-100%$228.8K———
Capital International Investors
N/A—2,410-2,410-100%$227.2K———
PFG Investments, LLC
N/A—2,405-2,405-100%$228.3K———
Holderness Investments Co
N/A—2,330-2,330-100%$221.2K———
Pitcairn Wealth Advisors LLC
N/A—2,274-2,274-100%$215.9K———
Capital Analysts, LLC
N/A—2,218-2,218-100%$211.0K———
Dunhill Financial, LLC
N/A—1,961-1,961-100%$186.2K———
Aberdeen Wealth Management LLC
N/A—1,950-1,950-100%$185.1K———
Transamerica Financial Advisors, LLC
N/A—1,918-1,918-100%$182.2K———
Strategic Investment Advisors / MI
N/A—1,824-1,824-100%$173.1K———
Corient IA LP
N/A—1,640-1,640-100%$155.7K———
Aventura Private Wealth, LLC
N/A—1,601-1,601-100%$152.0K———
Basepoint Wealth LLC
N/A—1,581-1,581-100%$150.1K———
Bruce G. Allen Investments, LLC
N/A—1,372-1,372-100%$130.2K———
Westend Capital Management, LLC
N/A—1,343-1,343-100%$127.5K———
WealthCollab, LLC
N/A—1,340-1,340-100%$127.2K———
Banque Transatlantique SA
N/A—1,325-1,325-100%$111.0K———
Glen Eagle Advisors, LLC
N/A—1,292-1,292-100%$122.7K———
PIN OAK Investment Advisors Inc
N/A—1,133-1,133-100%$108.0K———
HHM Wealth Advisors, LLC
N/A—1,030-1,030-100%$97.8K———
Cary Street Partners Investment Advisory LLC
N/A—952-952-100%$90.4K———
Brown Brothers Harriman & Co
N/A—928-928-100%$88.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—909-909-100%$86.3K———
BNP Paribas
N/A—900-900-100%$85.4K———
BFC Planning, Inc.
N/A—840-840-100%$79.7K———
Anchor Investment Management, LLC
N/A—801-801-100%$76.0K———
Colonial Trust Advisors
N/A—801-801-100%$76.0K———
Bessemer Group Inc
N/A—746-746-100%$34.0K———
Colonial Trust Co / SC
N/A—635-635-100%$60.3K———
Measured Wealth Private Client Group, LLC
N/A—627-627-100%$59.5K———
Baillie Gifford & Co
N/A—524-524-100%$49.7K———
Atlas Capital Advisors Inc.
N/A—500-500-100%$47.5K———
Nano Cap New Millennium Growth Fund L P
N/A—500-500-100%$47.5K———
Quantum Portfolio Management LLC
N/A—477-477-100%$45.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—460-460-100%$43.7K———
Heritage Wealth Advisors
N/A—453-453-100%$43.0K———
Strategic Wealth Partners, Ltd.
N/A—379-379-100%$35.9K———
Cheviot Value Management, LLC
N/A—368-368-100%$34.9K———
CNB Bank
N/A—328-328-100%$31.1K———
Geneos Wealth Management Inc.
N/A—315-315-100%$29.9K———
Prosperity Bancshares Inc
N/A—310-310-100%$29.4K———
Toronto Dominion Bank
N/A—300-300-100%$28.0K———
Timbuktu Capital Management, LLC
N/A—300-300-100%$28.5K———
TD Capital Management LLC
N/A—292-292-100%$27.7K———
SHP Wealth Management
N/A—283-283-100%$26.9K———
Regatta Research & Money Management
N/A—275-275-100%$26.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—267-267-100%$25.3K———
Operose Advisors LLC
N/A—244-244-100%$23.2K———
GW&K Investment Management, LLC
N/A—214-214-100%$20———
Osbon Capital Management LLC
N/A—203-203-100%$19.3K———
Kilter Group LLC
N/A—177-177-100%$16.8K———
Boreal Capital Management LLC
N/A—160-160-100%$15.2K———
ST Germain D J Co Inc
N/A—153-153-100%$14.5K———
Westfuller Advisors, LLC
N/A—140-140-100%$13.3K———
Dogwood Wealth Management LLC
N/A—140-140-100%$13.3K———
Private Wealth Asset Management, LLC
N/A—139-139-100%$13.2K———
Manning & Napier Advisors LLC
N/A—135-135-100%$12.7K———
BOK Financial Private Wealth, Inc.
N/A—111-111-100%$10.5K———
Ancora Advisors LLCA
N/A—101-101-100%$9.6K———
MidFirst Bank
N/A—95-95-100%$9.0K———
Fiduciary Financial Advisors
N/A—87-87-100%$8.1K———
Cornerstone Financial Management LLC
N/A—82-82-100%$7.8K———
JPL Wealth Management, LLC
N/A—72-72-100%$6.8K———
Smithfield Trust Co
N/A—71-71-100%$7———
Continuum Advisory, LLC
N/A—69-69-100%$6.6K———
IMA Advisory Services, Inc.
N/A—61-61-100%$5.8K———
Nova Wealth Management, Inc.
N/A—41-41-100%$3.9K———
Caldwell Sutter Capital, Inc.
N/A—40-40-100%$3.8K———
Motco
N/A—40-40-100%$3.8K———
N.E.W. Advisory Services LLC
N/A—38-38-100%$3.6K———
Bravera Wealth
N/A—33-33-100%$3.1K———
Elequin Capital, LP
N/A—32-32-100%$3.0K———
Hollencrest Capital Management
N/A—29-29-100%$2.8K———
Strive Financial Group,LLC
N/A—27-27-100%$2.6K———
Allied Private Wealth LLC
N/A—26-26-100%$2.3K———
Crewe Advisors LLC
N/A—26-26-100%$2.5K———
Highland Investment Advisors LLC
N/A—25-25-100%$2.4K———
Purpose Unlimited Inc.
N/A—25-25-100%$2.4K———
Swan Capital LLC
N/A—24-24-100%$2.3K———
Raffa Wealth Management, LLC
N/A—22-22-100%$2.1K———
Quent Capital, LLC
N/A—21-21-100%$2.0K———
Copia Wealth Management
N/A—19-19-100%$1.8K———
Sittner & Nelson, LLC
N/A—19-19-100%$1.8K———
Silicon Valley Capital Partners
N/A—18-18-100%$1.8K———
Ameriflex Group, Inc.
N/A—15-15-100%$1.4K———
Vanguard National Trust Co
N/A—15-15-100%$1.4K———
Marshall Investment Management, LLC
N/A—15-15-100%$1.4K———
Bogart Wealth, LLC
N/A—14-14-100%$1.3K———
Webster Bank, N. A.
N/A—11-11-100%$1.0K———
Prestige Wealth Management Group LLC
N/A—10-10-100%$950———
Mpwm Advisory Solutions, LLC
N/A—8-8-100%$759———
Godfrey Financial Associates, Inc.
N/A—6-6-100%$570———
SouthState Bank Corp
N/A—5-5-100%$475———
Investors Portfolio Services LLC
N/A—5-5-100%$475———
Showing 1033 of 1033 institutions