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Shell PLC (SHEL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares27,331,036 from 27,633,155
Change-302,119 (-1%)
Value$2.6B (+$455.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares26,519,842 from 25,363,810
Change+1,156,032 (+5%)
Value$2.5B (+$554.1M)
Filed 2026-11-04
Pzena Investment Management LLC
DECREASED
Shares2,513,507 from 2,581,244
Change-67,737 (-3%)
Value$238.9M (+$38.8M)
Filed 2026-10-30
MacKenzie Financial Corp
INCREASED
Shares1,580,459 from 1,510,268
Change+70,191 (+5%)
Value$150.2M (+$33.1M)
Filed 2026-11-02
Mondrian Investment Partners LTD
DECREASED
Shares1,298,081 from 1,617,230
Change-319,149 (-20%)
Value$123.4M (-$2.0M)
Filed 2026-10-23
Todd Asset Management LLC
INCREASED
Shares1,105,820 from 1,043,948
Change+61,872 (+6%)
Value$105.1M (+$24.2M)
Filed 2026-10-27
Equity Investment Corp
DECREASED
Shares1,032,428 from 1,063,701
Change-31,273 (-3%)
Value$98.1M (+$15.7M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares950,615 from 931,658
Change+18,957 (+2%)
Value$90.4M (+$18.1M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares680,018 from 671,714
Change+8,304 (+1%)
Value$64.6M (+$12.6M)
Filed 2026-11-06
American Assets Investment Management, LLC
UNCHANGED
Shares651,000 from 651,000
Change0 (0%)
Value$61.9M (+$11.4M)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares612,024 from 585,869
Change+26,155 (+4%)
Value$58.2M (+$12.7M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares591,364 from 522,270
Change+69,094 (+13%)
Value$56.2M (+$15.7M)
Filed 2026-11-02
Carrhae Capital LLP
NEW
Shares567,748
Change+567,748
Value$54.0M
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares564,134 from 49,433
Change+514,701 (+1041%)
Value$53.6M (+$49.8M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares524,741 from 693,995
Change-169,254 (-24%)
Value$49.9M (-$3.9M)
Filed 2026-11-06
Penn Davis Mcfarland Inc
INCREASED
Shares490,102 from 489,575
Change+527 (+0%)
Value$46.6M (+$8.6M)
Filed 2026-10-23
Everett Harris & Co
INCREASED
Shares462,956 from 451,859
Change+11,097 (+2%)
Value$44.0M (+$9.0M)
Filed 2026-10-28
Kornitzer Capital Management Inc
INCREASED
Shares432,617 from 420,018
Change+12,599 (+3%)
Value$41.1M (+$8.6M)
Filed 2026-11-03
Capricorn Fund Managers Ltd
DECREASED
Shares400,000 from 459,200
Change-59,200 (-13%)
Value$38.0M (+$2.4M)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares337,273 from 352,578
Change-15,305 (-4%)
Value$32.1M (+$4.7M)
Filed 2026-11-05
Henshaw Capital LLC
DECREASED
Shares312,842 from 333,572
Change-20,730 (-6%)
Value$29.7M (+$4.7M)
Filed 2026-11-03
Willis Investment Counsel
INCREASED
Shares300,089 from 292,008
Change+8,081 (+3%)
Value$28.5M (+$5.9M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares260,952 from 263,974
Change-3,022 (-1%)
Value$24.8M (+$4.3M)
Filed 2026-11-02
Americana Partners, LLC
INCREASED
Shares247,641 from 246,248
Change+1,393 (+1%)
Value$23.5M (+$4.4M)
Filed 2026-10-28
Grandfield & Dodd, LLC
DECREASED
Shares244,727 from 245,474
Change-747 (0%)
Value$23.3M (+$4.2M)
Filed 2026-10-29
Anchor Capital Advisors LLC
DECREASED
Shares221,109 from 235,851
Change-14,742 (-6%)
Value$21.0M (+$2.7M)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares212,329 from 220,896
Change-8,567 (-4%)
Value$20.2M (+$3.1M)
Filed 2026-10-09
Sapient Capital LLC
DECREASED
Shares209,444 from 210,264
Change-820 (0%)
Value$19.9M (+$3.6M)
Filed 2026-10-08
Allied Investment Advisors, LLC
INCREASED
Shares206,455 from 204,343
Change+2,112 (+1%)
Value$19.6M (+$3.8M)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares205,276 from 212,240
Change-6,964 (-3%)
Value$19.5M (+$3.1M)
Filed 2026-10-14
Crossmark Global Holdings, Inc.
DECREASED
Shares180,186 from 181,261
Change-1,075 (-1%)
Value$17.1M (+$3.1M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares177,462 from 175,250
Change+2,212 (+1%)
Value$16.9M (+$3.3M)
Filed 2026-10-30
Viking Fund Management LLC
UNCHANGED
Shares172,000 from 172,000
Change0 (0%)
Value$16.3M (+$3.0M)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares170,300 from 114,700
Change+55,600 (+48%)
Value$16.2M (+$6.1M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares170,150 from 147,976
Change+22,174 (+15%)
Value$16.8M (+$4.8M)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares169,973 from 171,516
Change-1,543 (-1%)
Value$16.2M (+$2.9M)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares168,701 from 150,964
Change+17,737 (+12%)
Value$16.0M (+$4.3M)
Filed 2026-10-28
Adell Harriman & Carpenter Inc
INCREASED
Shares164,715 from 158,258
Change+6,457 (+4%)
Value$15.7M (+$3.4M)
Filed 2026-11-02
Eldred Rock Partners, LLC
INCREASED
Shares164,472 from 163,231
Change+1,241 (+1%)
Value$15.6M (+$3.0M)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
DECREASED
Shares158,149 from 159,299
Change-1,150 (-1%)
Value$15.0M (+$2.7M)
Filed 2026-11-03
Euro Pacific Asset Management, LLC
DECREASED
Shares157,944 from 159,744
Change-1,800 (-1%)
Value$15.0M (+$15.0M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares152,961 from 141,187
Change+11,774 (+8%)
Value$14.5K (-$10.9M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares149,569 from 159,012
Change-9,443 (-6%)
Value$14.2M (+$1.9M)
Filed 2026-10-27
Nixon Peabody Trust Co
INCREASED
Shares149,156 from 148,781
Change+375 (+0%)
Value$14.2M (+$2.6M)
Filed 2026-10-23
ABC Arbitrage SA
DECREASED
Shares147,155 from 378,254
Change-231,099 (-61%)
Value$14.0M (-$15.3M)
Filed 2026-10-23
Woodstock Corp
DECREASED
Shares146,310 from 146,785
Change-475 (0%)
Value$13.9M (+$2.5M)
Filed 2026-10-13
Wedge Capital Management L L P
DECREASED
Shares141,720 from 148,990
Change-7,270 (-5%)
Value$13.5M (+$1.9M)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares132,119 from 126,557
Change+5,562 (+4%)
Value$12.6M (+$2.9M)
Filed 2026-10-16
Cohen Klingenstein LLC
UNCHANGED
Shares126,578 from 126,578
Change0 (0%)
Value$12.0M (+$2.2M)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares113,718 from 130,663
Change-16,945 (-13%)
Value$12.4M (+$2.2M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares110,933 from 100,359
Change+10,574 (+11%)
Value$10.5M (+$2.8M)
Filed 2026-11-02
Augustine Asset Management Inc
DECREASED
Shares109,240 from 110,138
Change-898 (-1%)
Value$10.4M (+$1.8M)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
DECREASED
Shares103,588 from 128,680
Change-25,092 (-19%)
Value$9.8M (-$131.8K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares103,534 from 100,281
Change+3,253 (+3%)
Value$9.8M (+$2.1M)
Filed 2026-11-04
Eagle Global Advisors LLC
DECREASED
Shares102,943 from 103,040
Change-97 (0%)
Value$9.8M (+$1.8M)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares101,441 from 102,049
Change-608 (-1%)
Value$10.4M (+$2.5M)
Filed 2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares100,987 from 98,748
Change+2,239 (+2%)
Value$9.6M (+$1.9M)
Filed 2026-10-21
Eastover Investment Advisors LLC
INCREASED
Shares99,496 from 99,175
Change+321 (+0%)
Value$9.5M (+$1.8M)
Filed 2026-10-05
Choreo, LLC
INCREASED
Shares90,734 from 90,592
Change+142 (+0%)
Value$8.6M (+$1.6M)
Filed 2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares89,265 from 92,429
Change-3,164 (-3%)
Value$8.5M (+$1.3M)
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares87,084 from 87,777
Change-693 (-1%)
Value$8.3M (+$1.5M)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares83,073 from 79,881
Change+3,192 (+4%)
Value$7.9M (+$1.7M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares81,963 from 79,858
Change+2,105 (+3%)
Value$7.8M (+$1.6M)
Filed 2026-11-05
Hennessy Advisors Inc
UNCHANGED
Shares79,700 from 79,700
Change0 (0%)
Value$7.6M (+$1.4M)
Filed 2026-10-28
Heritage Investors Management Corp
DECREASED
Shares77,710 from 79,888
Change-2,178 (-3%)
Value$7.4K (-$6.2M)
Filed 2026-10-29
Inspire Trust Co, N.A.
DECREASED
Shares75,000 from 80,000
Change-5,000 (-6%)
Value$7.1M (+$925.6K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares72,526 from 82,972
Change-10,446 (-13%)
Value$6.9K (-$6.4M)
Filed 2026-10-26
Factory Mutual Insurance Co
UNCHANGED
Shares71,233 from 71,233
Change0 (0%)
Value$6.8M (+$1.2M)
Filed 2026-10-30
Jefferies Financial Group Inc.
DECREASED
Shares70,822 from 103,304
Change-32,482 (-31%)
Value$3.4M (-$4.6M)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares70,690 from 73,110
Change-2,420 (-3%)
Value$6.7M (+$1.1M)
Filed 2026-10-08
Pittenger & Anderson Inc
INCREASED
Shares69,168 from 69,115
Change+53 (+0%)
Value$6.6M (+$1.2M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares69,122 from 57,585
Change+11,537 (+20%)
Value$6.6M (+$2.1M)
Filed 2026-10-16
Weatherly Asset Management L. P.
INCREASED
Shares67,343 from 66,862
Change+481 (+1%)
Value$6.4M (+$1.2M)
Filed 2026-10-20
Neville Rodie & Shaw Inc
UNCHANGED
Shares66,450 from 66,450
Change0 (0%)
Value$6.3K (+$1.2K)
Filed 2026-10-05
Kimelman & Baird, LLC
UNCHANGED
Shares66,176 from 66,176
Change0 (0%)
Value$6.3M (+$1.2M)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares65,331 from 64,021
Change+1,310 (+2%)
Value$6.2M (+$1.2M)
Filed 2026-10-23
Gilman Hill Asset Management, LLC
INCREASED
Shares63,659 from 63,594
Change+65 (+0%)
Value$6.1M (+$1.1M)
Filed 2026-10-13
Advocate Group LLC
DECREASED
Shares62,929 from 63,858
Change-929 (-1%)
Value$6.0M (+$1.0M)
Filed 2026-10-19
Archford Capital Strategies, LLC
INCREASED
Shares62,400 from 57,122
Change+5,278 (+9%)
Value$5.9M (+$1.5M)
Filed 2026-10-19
Cardinal Capital Management
INCREASED
Shares58,898 from 57,591
Change+1,307 (+2%)
Value$5.6M (+$1.1M)
Filed 2026-10-21
YHB Investment Advisors, Inc.
INCREASED
Shares58,826 from 58,664
Change+162 (+0%)
Value$5.6M (+$1.0M)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares58,290 from 51,785
Change+6,505 (+13%)
Value$5.5M (+$1.5M)
Filed 2026-10-29
CIBC Asset Management Inc
DECREASED
Shares57,997 from 58,058
Change-61 (0%)
Value$5.5M (+$1.0M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares57,779 from 49,749
Change+8,030 (+16%)
Value$5.5M (+$1.6M)
Filed 2026-10-23
Drum Hill Capital, LLC
DECREASED
Shares57,474 from 57,717
Change-243 (0%)
Value$5.5M (+$987.5K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED
Shares57,304 from 23,786
Change+33,518 (+141%)
Value$5.4M (+$3.6M)
Filed 2026-10-29
Deltec Asset Management LLC
UNCHANGED
Shares56,471 from 56,471
Change0 (0%)
Value$5.4M (+$988.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares56,334 from 56,931
Change-597 (-1%)
Value$5.4M (+$941.8K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares53,143 from 52,440
Change+703 (+1%)
Value$5.1M (+$985.0K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares52,809 from 12,926
Change+39,883 (+309%)
Value$5.0M (+$4.0M)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares52,284 from 53,719
Change-1,435 (-3%)
Value$5.0M (+$804.3K)
Filed 2026-10-15
Chicago Trust Co NA
DECREASED
Shares51,115 from 52,744
Change-1,629 (-3%)
Value$4.9M (+$768.7K)
Filed 2026-10-28
HF Advisory Group, LLC
INCREASED
Shares51,091 from 48,113
Change+2,978 (+6%)
Value$4.9M (+$1.1M)
Filed 2026-10-09
Morguard Lincluden Global Investments Ltd
DECREASED
Shares49,772 from 50,952
Change-1,180 (-2%)
Value$4.7K (-$3.9M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares49,441 from 47,748
Change+1,693 (+4%)
Value$4.7M (+$997.0K)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares48,728 from 73,850
Change-25,122 (-34%)
Value$4.6K (-$5.7M)
Filed 2026-10-22
Brookmont Capital Management
DECREASED
Shares48,332 from 60,194
Change-11,862 (-20%)
Value$4.6M (-$73.5K)
Filed 2026-10-23
Glass Wealth Management Co LLC
INCREASED
Shares46,038 from 45,808
Change+230 (+1%)
Value$4.4M (+$824.0K)
Filed 2026-10-28
Jcic Asset Management Inc.
INCREASED
Shares46,007 from 45,605
Change+402 (+1%)
Value$4.4M (+$131.7K)
Filed 2026-10-30
Dmkc Advisory Services, LLC
INCREASED
Shares45,672 from 44,190
Change+1,482 (+3%)
Value$4.3M (+$914.6K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares45,520 from 45,997
Change-477 (-1%)
Value$4.3M (+$760.1K)
Filed 2026-11-05
Hedges Asset Management LLC
DECREASED
Shares45,200 from 48,500
Change-3,300 (-7%)
Value$4.3M (+$535.6K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares45,006 from 45,721
Change-715 (-2%)
Value$4.3M (+$733.0K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares44,568 from 38,664
Change+5,904 (+15%)
Value$4.3M (+$1.3M)
Filed 2026-11-04
Accordant Advisory Group Inc
INCREASED
Shares44,224 from 295
Change+43,929 (+14891%)
Value$4.2M (+$4.2M)
Filed 2026-10-29
Portside Wealth Group, LLC
INCREASED
Shares43,370 from 42,506
Change+864 (+2%)
Value$4.1M (+$826.4K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares43,263 from 44,421
Change-1,158 (-3%)
Value$4.1M (+$667.9K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares41,496 from 41,481
Change+15 (+0%)
Value$3.9M (+$727.7K)
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares40,081 from 35,204
Change+4,877 (+14%)
Value$3.8M (+$1.1M)
Filed 2026-10-30
Florida Trust Wealth Management Co
DECREASED
Shares39,910 from 41,147
Change-1,237 (-3%)
Value$3.8M (+$602.9K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
INCREASED
Shares38,891 from 37,560
Change+1,331 (+4%)
Value$3.7M (+$784.2K)
Filed 2026-10-13
Marble Harbor Investment Counsel, LLC
DECREASED
Shares37,930 from 39,420
Change-1,490 (-4%)
Value$3.6M (+$548.6K)
Filed 2026-11-06
Cullen T Bankers, Inc.
DECREASED
Shares37,784 from 37,921
Change-137 (0%)
Value$3.6M (+$651.0K)
Filed 2026-10-28
apricus wealth, LLC
INCREASED
Shares36,285 from 34,330
Change+1,955 (+6%)
Value$3.4M (+$786.9K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
INCREASED
Shares36,264 from 36,007
Change+257 (+1%)
Value$3.4M (+$654.7K)
Filed 2026-10-26
Columbia Asset Management
DECREASED
Shares35,976 from 37,955
Change-1,979 (-5%)
Value$3.4M (+$476.5K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares35,965 from 35,990
Change-25 (0%)
Value$3.4M (+$627.9K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares35,251 from 34,788
Change+463 (+1%)
Value$3.4M (+$652.8K)
Filed 2026-11-06
Regatta Capital Group, LLC
INCREASED
Shares33,850 from 32,578
Change+1,272 (+4%)
Value$3.2M (+$691.4K)
Filed 2026-10-23
Fulton Bank, N.A.
INCREASED
Shares33,543 from 5,300
Change+28,243 (+533%)
Value$3.2M (+$2.8M)
Filed 2026-10-14
Sky Investment Group LLC
NEW
Shares32,362
Change+32,362
Value$3.1M
Filed 2026-10-30
Stolper Co
INCREASED
Shares32,261 from 31,962
Change+299 (+1%)
Value$3.1K (+$588)
Filed 2026-10-13
Mitchell Capital Management Co
INCREASED
Shares31,569 from 31,031
Change+538 (+2%)
Value$3.0M (+$594.5K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares31,470 from 30,855
Change+615 (+2%)
Value$3.0M (+$598.7K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares30,887 from 30,653
Change+234 (+1%)
Value$2.9M (+$559.0K)
Filed 2026-10-22
Cookson Peirce & Co Inc
INCREASED
Shares30,796 from 27,487
Change+3,309 (+12%)
Value$2.9M (+$795.8K)
Filed 2026-10-30
Perpetual Ltd
UNCHANGED
Shares30,754 from 30,754
Change0 (0%)
Value$2.9M (+$538.5K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares30,548 from 28,145
Change+2,403 (+9%)
Value$2.9M (+$721.2K)
Filed 2026-11-06
Raleigh Capital Management Inc.
NEW
Shares30,404
Change+30,404
Value$2.9M
Filed 2026-10-28
Mill Capital Management, LLC
DECREASED
Shares30,136 from 31,662
Change-1,526 (-5%)
Value$2.9M (+$409.4K)
Filed 2026-10-26
American Capital Advisory, LLC
INCREASED
Shares29,560 from 29,527
Change+33 (+0%)
Value$2.8M (+$520.2K)
Filed 2026-10-28
Advisors Management Group Inc
INCREASED
Shares29,506 from 29,372
Change+134 (+0%)
Value$2.8K (-$2.3M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares28,998 from 6,265
Change+22,733 (+363%)
Value$2.8K (-$482.2K)
Filed 2026-11-05
Garrett Wealth Advisory Group, LLC
INCREASED
Shares28,847 from 21,437
Change+7,410 (+35%)
Value$2.7M (+$1.1M)
Filed 2026-10-22
Range Financial Group LLC
INCREASED
Shares28,730 from 28,163
Change+567 (+2%)
Value$2.7M (+$547.0K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares28,255 from 25,356
Change+2,899 (+11%)
Value$2.2M (+$224.8K)
Filed 2026-11-06
Bahl & Gaynor LLC
UNCHANGED
Shares28,050 from 28,050
Change0 (0%)
Value$2.7M (+$491.2K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares27,951 from 31,078
Change-3,127 (-10%)
Value$2.7M (+$247.0K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares27,907 from 29,390
Change-1,483 (-5%)
Value$2.7M (+$373.6K)
Filed 2026-11-05
Kanawha Capital Management LLC
DECREASED
Shares27,516 from 29,636
Change-2,120 (-7%)
Value$2.6M (+$317.4K)
Filed 2026-10-19
Burney Co/
DECREASED
Shares27,510 from 27,526
Change-16 (0%)
Value$2.6M (+$480.5K)
Filed 2026-10-15
Obermeyer Wealth Partners
DECREASED
Shares27,496 from 27,740
Change-244 (-1%)
Value$2.6M (+$462.5K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares26,916 from 32,947
Change-6,031 (-18%)
Value$2.6M (+$3.7K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares26,343 from 22,952
Change+3,391 (+15%)
Value$2.5M (+$724.3K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares26,283 from 26,135
Change+148 (+1%)
Value$2.5M (+$471.7K)
Filed 2026-10-23
Huntleigh Advisors, Inc.
NEW
Shares26,148
Change+26,148
Value$2.5M
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares26,081 from 25,722
Change+359 (+1%)
Value$2.5M (+$484.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares25,800 from 13,826
Change+11,974 (+87%)
Value$2.5M (+$1.4M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares25,600 from 18,559
Change+7,041 (+38%)
Value$2.4M (+$994.2K)
Filed 2026-11-04
Altman Advisors, Inc.
DECREASED
Shares25,338 from 25,422
Change-84 (0%)
Value$2.4M (+$437.2K)
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
DECREASED
Shares25,213 from 25,290
Change-77 (0%)
Value$2.4M (+$435.5K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares25,151 from 22,043
Change+3,108 (+14%)
Value$2.4M (+$681.4K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares24,094 from 30,691
Change-6,597 (-21%)
Value$2.3M (-$89.6K)
Filed 2026-10-15
King Luther Capital Management Corp
INCREASED
Shares24,058 from 23,869
Change+189 (+1%)
Value$2.3M (+$435.9K)
Filed 2026-11-05
U S Global Investors Inc
INCREASED
Shares24,000 from 18,000
Change+6,000 (+33%)
Value$2.3M (+$885.5K)
Filed 2026-10-22
Tctc Holdings, LLC
INCREASED
Shares23,956 from 23,456
Change+500 (+2%)
Value$2.3M (+$458.2K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
DECREASED
Shares23,900 from 27,755
Change-3,855 (-14%)
Value$2.3M (+$119.6K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares23,890 from 3,271
Change+20,619 (+630%)
Value$2.3M (+$2.0M)
Filed 2026-11-06
InvesTrust
DECREASED
Shares23,890 from 27,978
Change-4,088 (-15%)
Value$2.3M (+$101.3K)
Filed 2026-10-14
Waters Parkerson & Co., LLC
DECREASED
Shares23,712 from 25,906
Change-2,194 (-8%)
Value$2.3M (+$245.1K)
Filed 2026-11-04
Confluence Investment Management LLC
INCREASED
Shares23,425 from 17,202
Change+6,223 (+36%)
Value$2.2M (+$892.7K)
Filed 2026-10-01
Solstein Capital, LLC
UNCHANGED
Shares23,396 from 23,396
Change0 (0%)
Value$2.2M (+$409.7K)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares23,173 from 25,906
Change-2,733 (-11%)
Value$2.2M (+$193.9K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares23,170 from 22,017
Change+1,153 (+5%)
Value$2.2M (+$495.1K)
Filed 2026-10-08
Hilltop National Bank
DECREASED
Shares22,539 from 22,662
Change-123 (-1%)
Value$2.1M (+$385.1K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares22,494 from 10,583
Change+11,911 (+113%)
Value$2.1M (+$1.3M)
Filed 2026-11-05
Park National Corp
DECREASED
Shares22,487 from 23,550
Change-1,063 (-5%)
Value$2.1M (+$311.3K)
Filed 2026-10-05
Excalibur Management Corp
DECREASED
Shares22,472 from 22,474
Change-2 (0%)
Value$2.1M (+$393.3K)
Filed 2026-11-02
Victrix Investment Advisors
INCREASED
Shares22,311 from 22,186
Change+125 (+1%)
Value$2.1M (+$400.4K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares22,159 from 22,158
Change+1 (0%)
Value$2.1M (+$388.1K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares22,059 from 24,188
Change-2,129 (-9%)
Value$2.1M (+$221.1K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares21,688 from 23,444
Change-1,756 (-7%)
Value$2.1M (+$243.6K)
Filed 2026-11-05
Herold Advisors, Inc.
DECREASED
Shares21,629 from 21,831
Change-202 (-1%)
Value$2.1M (+$356.8K)
Filed 2026-10-19
Highland Capital Management, LLC
INCREASED
Shares21,536 from 21,436
Change+100 (+0%)
Value$2.0M (+$384.9K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
INCREASED
Shares21,404 from 21,281
Change+123 (+1%)
Value$2.0M (+$384.3K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares21,341 from 22,563
Change-1,222 (-5%)
Value$2.0M (+$278.9K)
Filed 2026-10-29
Red Spruce Capital, LLC
DECREASED
Shares21,059 from 21,069
Change-10 (0%)
Value$2.0M (+$368.0K)
Filed 2026-10-07
Sentinel Trust Co LBA
UNCHANGED
Shares21,037 from 21,037
Change0 (0%)
Value$2.0K (+$369)
Filed 2026-11-03
Baker Ellis Asset Management LLC
INCREASED
Shares20,943 from 20,893
Change+50 (+0%)
Value$2.0M (+$370.6K)
Filed 2026-10-14
Reik & Co., LLC
DECREASED
Shares20,694 from 24,307
Change-3,613 (-15%)
Value$2.0M (+$82.2K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares20,322 from 18,106
Change+2,216 (+12%)
Value$1.9M (+$527.7K)
Filed 2026-11-03
Parrish Capital LLC
INCREASED
Shares20,256 from 19,923
Change+333 (+2%)
Value$1.9M (+$380.5K)
Filed 2026-10-01
Iams Wealth Management, LLC
DECREASED
Shares19,905 from 23,745
Change-3,840 (-16%)
Value$1.9M (+$50.8K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares19,862 from 25,533
Change-5,671 (-22%)
Value$1.9M (-$92.0K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares19,151 from 19,220
Change-69 (0%)
Value$1.8M (+$330.0K)
Filed 2026-10-21
Beese Fulmer Investment Management, Inc.
INCREASED
Shares19,001 from 17,638
Change+1,363 (+8%)
Value$1.8M (+$438.4K)
Filed 2026-10-23
Unified Investment Management
INCREASED
Shares18,936 from 18,171
Change+765 (+4%)
Value$1.8M (+$390.8K)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares18,866 from 19,813
Change-947 (-5%)
Value$1.8M (+$257.0K)
Filed 2026-10-19
Barry Investment Advisors, LLC
DECREASED
Shares18,688 from 19,369
Change-681 (-4%)
Value$1.8M (+$265.3K)
Filed 2026-10-14
May Hill Capital, LLC
INCREASED
Shares18,575 from 15,940
Change+2,635 (+17%)
Value$1.8M (+$529.6K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares18,544 from 17,623
Change+921 (+5%)
Value$1.8M (+$396.1K)
Filed 2026-10-26
Continental Advisors LLC
UNCHANGED
Shares18,520 from 18,520
Change0 (0%)
Value$1.8M (+$324.3K)
Filed 2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares18,515 from 19,374
Change-859 (-4%)
Value$1.8M (+$257.6K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares18,429 from 10,725
Change+7,704 (+72%)
Value$1.8M (+$920.0K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares18,322 from 6,973
Change+11,349 (+163%)
Value$1.7M (+$1.2M)
Filed 2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED
Shares18,285 from 18,689
Change-404 (-2%)
Value$1.7M (+$288.8K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,229 from 18,673
Change-444 (-2%)
Value$1.7M (+$284.8K)
Filed 2026-10-20
Hikari Power Ltd
DECREASED
Shares18,000 from 21,400
Change-3,400 (-16%)
Value$1.7K (-$1.7M)
Filed 2026-10-30
Valeo Financial Advisors, LLC
INCREASED
Shares17,984 from 16,583
Change+1,401 (+8%)
Value$1.7M (+$423.5K)
Filed 2026-10-08
Ferguson Wellman Capital Management, Inc
INCREASED
Shares17,771 from 17,665
Change+106 (+1%)
Value$1.7M (+$319.4K)
Filed 2026-10-05
Israel Discount Bank of New York
DECREASED
Shares17,757 from 19,409
Change-1,652 (-9%)
Value$1.7M (+$182.8K)
Filed 2026-10-14
Mather Group, Llc.
DECREASED
Shares17,533 from 18,473
Change-940 (-5%)
Value$1.7M (+$234.1K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares17,436 from 17,116
Change+320 (+2%)
Value$1.7M (+$330.1K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares17,306 from 15,766
Change+1,540 (+10%)
Value$1.6M (+$422.5K)
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares17,121 from 9,336
Change+7,785 (+83%)
Value$1.6M (+$850.0K)
Filed 2026-10-23
Moody National Bank Trust Division
INCREASED
Shares16,999 from 16,511
Change+488 (+3%)
Value$1.6M (+$335.5K)
Filed 2026-10-06
Cullen Investment Group, Ltd.
DECREASED
Shares16,934 from 17,470
Change-536 (-3%)
Value$1.7M (+$365.7K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares16,862 from 16,589
Change+273 (+2%)
Value$1.6M (+$316.4K)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares16,717 from 16,706
Change+11 (+0%)
Value$1.6M (+$293.6K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares16,701 from 15,842
Change+859 (+5%)
Value$1.6M (+$359.0K)
Filed 2026-10-13
Poehling Capital Management, Inc.
DECREASED
Shares16,533 from 16,541
Change-8 (0%)
Value$1.6M (+$288.9K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares16,518 from 15,188
Change+1,330 (+9%)
Value$1.6M (+$392.3K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares16,185 from 16,235
Change-50 (0%)
Value$1.5K (-$1.3M)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares16,180 from 16,556
Change-376 (-2%)
Value$1.5M (+$254.2K)
Filed 2026-10-20
ASO Group Ltd
INCREASED
Shares16,095 from 15,890
Change+205 (+1%)
Value$1.5K (-$1.2M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares16,067 from 14,412
Change+1,655 (+11%)
Value$1.5M (+$409.7K)
Filed 2026-10-08
Glenview Trust Co
DECREASED
Shares15,878 from 16,661
Change-783 (-5%)
Value$1.5M (+$217.3K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares15,659 from 16,059
Change-400 (-2%)
Value$1.5M (+$243.2K)
Filed 2026-10-23
Manske Wealth Management
UNCHANGED
Shares15,595 from 15,595
Change0 (0%)
Value$1.5M (+$273.1K)
Filed 2026-10-26
Lebenthal Global Advisors, LLC
INCREASED
Shares15,537 from 14,793
Change+744 (+5%)
Value$1.5M (+$329.7K)
Filed 2026-10-28
71 West Capital Partners
INCREASED
Shares15,449 from 15,092
Change+357 (+2%)
Value$1.5M (+$298.2K)
Filed 2026-11-04
Chicago Capital, LLC
DECREASED
Shares15,404 from 16,181
Change-777 (-5%)
Value$1.5M (+$209.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares15,393 from 15,293
Change+100 (+1%)
Value$1.5M (+$277.3K)
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares15,391 from 17,823
Change-2,432 (-14%)
Value$1.5M (+$80.9K)
Filed 2026-10-29
Absher Wealth Management, LLC
INCREASED
Shares15,360 from 15,352
Change+8 (+0%)
Value$1.5M (+$269.6K)
Filed 2026-11-02
Leuthold Group, LLC
INCREASED
Shares15,302 from 9,348
Change+5,954 (+64%)
Value$1.5M (+$729.6K)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares15,068 from 16,665
Change-1,597 (-10%)
Value$1.4M (+$140.0K)
Filed 2026-10-22
Chilton Capital Management LLC
DECREASED
Shares15,012 from 15,273
Change-261 (-2%)
Value$1.4M (+$242.6K)
Filed 2026-10-28
Vertrix Wealth Management, LLC
INCREASED
Shares14,907 from 14,768
Change+139 (+1%)
Value$1.4M (+$271.8K)
Filed 2026-10-13
Abel Hall, LLC
INCREASED
Shares14,606 from 14,148
Change+458 (+3%)
Value$1.4M (+$291.3K)
Filed 2026-10-19
Louisbourg Investments Inc.
UNCHANGED
Shares14,490 from 14,490
Change0 (0%)
Value$1.4M (+$253.7K)
Filed 2026-10-20
Miller Global Investments, LLC
DECREASED
Shares14,413 from 14,591
Change-178 (-1%)
Value$1.4M (+$238.6K)
Filed 2026-10-02
Daymark Wealth Partners, LLC
INCREASED
Shares14,339 from 9,090
Change+5,249 (+58%)
Value$1.4M (+$658.0K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares14,262 from 12,427
Change+1,835 (+15%)
Value$1.4M (+$392.0K)
Filed 2026-10-28
Independence Bank of Kentucky
UNCHANGED
Shares14,185 from 14,185
Change0 (0%)
Value$1.3M (+$248.4K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,113 from 14,681
Change-568 (-4%)
Value$1.3M (+$203.1K)
Filed 2026-10-16
Sweeney & Michel, LLC
DECREASED
Shares14,013 from 14,214
Change-201 (-1%)
Value$1.3M (+$74.0K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares13,998 from 13,902
Change+96 (+1%)
Value$1.3M (+$252.5K)
Filed 2026-10-13
LEE Danner & Bass Inc
INCREASED
Shares13,776 from 13,703
Change+73 (+1%)
Value$1.3M (+$246.9K)
Filed 2026-10-27
Viewpoint Investment Partners Corp
INCREASED
Shares13,600 from 10,100
Change+3,500 (+35%)
Value$1.3M (+$509.5K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares13,553 from 14,905
Change-1,352 (-9%)
Value$1.3M (+$132.5K)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares13,400 from 9,320
Change+4,080 (+44%)
Value$1.3M (+$551.0K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares13,350 from 14,395
Change-1,045 (-7%)
Value$1.3M (+$152.7K)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares13,299 from 13,553
Change-254 (-2%)
Value$1.3M (+$213.2K)
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares13,282 from 13,140
Change+142 (+1%)
Value$1.3M (+$243.6K)
Filed 2026-10-29
Connective Portfolio Management, LLC
UNCHANGED
Shares13,195 from 13,195
Change0 (0%)
Value$1.3M (+$231.0K)
Filed 2026-10-22
Howland Capital Management LLC
UNCHANGED
Shares13,149 from 13,149
Change0 (0%)
Value$1.2M (+$230.2K)
Filed 2026-10-22
Praxis Capital Management LLC
NEW
Shares13,100
Change+13,100
Value$1.2M
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares13,065
Change+13,065
Value$1.3K
Filed 2026-11-03
Norden Group LLC
DECREASED
Shares13,049 from 13,324
Change-275 (-2%)
Value$1.2M (+$207.1K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares12,958 from 14,280
Change-1,322 (-9%)
Value$1.2M (+$124.4K)
Filed 2026-10-20
Cherokee Insurance Co
UNCHANGED
Shares12,939 from 12,939
Change0 (0%)
Value$1.2M (+$226.6K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares12,795 from 12,891
Change-96 (-1%)
Value$1.2M (+$216.6K)
Filed 2026-10-29
Chesley Taft & Associates LLC
UNCHANGED
Shares12,768 from 12,768
Change0 (0%)
Value$1.2M (+$223.6K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares12,711 from 11,508
Change+1,203 (+10%)
Value$1.2M (+$315.8K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares12,706 from 12,614
Change+92 (+1%)
Value$1.2M (+$229.6K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares12,698 from 11,040
Change+1,658 (+15%)
Value$1.2M (+$350.9K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares12,683 from 13,938
Change-1,255 (-9%)
Value$1.2K (-$1.1M)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares12,592 from 52,914
Change-40,322 (-76%)
Value$1.2M (-$2.9M)
Filed 2026-10-16
MSH Capital Advisors LLC
DECREASED
Shares12,408 from 14,774
Change-2,366 (-16%)
Value$1.2M (+$33.8K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares12,256 from 11,336
Change+920 (+8%)
Value$1.2M (+$285.9K)
Filed 2026-10-02
PDS Planning, Inc
DECREASED
Shares12,099 from 12,101
Change-2 (0%)
Value$1.2M (+$211.7K)
Filed 2026-11-03
Net Worth Advisory Group
DECREASED
Shares12,030 from 13,173
Change-1,143 (-9%)
Value$1.2M (+$128.8K)
Filed 2026-10-20
Sage Rhino Capital LLC
DECREASED
Shares12,013 from 12,482
Change-469 (-4%)
Value$1.1M (+$173.9K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares11,988 from 12,196
Change-208 (-2%)
Value$1.1M (+$193.7K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares11,957 from 10,174
Change+1,783 (+18%)
Value$1.1M (+$347.6K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares11,867 from 11,015
Change+852 (+8%)
Value$1.2M (+$277.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares11,867 from 11,015
Change+852 (+8%)
Value$1.2M (+$277.5K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares11,784 from 6,704
Change+5,080 (+76%)
Value$1.1M (+$600.3K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares11,735 from 4,622
Change+7,113 (+154%)
Value$1.1M (+$757.0K)
Filed 2026-11-03
Fractal Investments LLC
UNCHANGED
Shares11,588 from 11,588
Change0 (0%)
Value$1.1M (+$202.9K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED
Shares11,516 from 11,246
Change+270 (+2%)
Value$1.1M (+$222.6K)
Filed 2026-11-05
Cowa, LLC
INCREASED
Shares11,470 from 11,463
Change+7 (+0%)
Value$1.1M (+$201.5K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares11,427 from 9,012
Change+2,415 (+27%)
Value$1.1M (+$387.3K)
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED
Shares11,377 from 10,769
Change+608 (+6%)
Value$1.1M (+$246.4K)
Filed 2026-10-19
Meridian Wealth Management, LLC
DECREASED
Shares11,375 from 11,462
Change-87 (-1%)
Value$1.1M (+$192.4K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares11,220 from 7,232
Change+3,988 (+55%)
Value$1.1M (+$505.7K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares11,148 from 11,677
Change-529 (-5%)
Value$1.1M (+$154.2K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares11,111 from 8,419
Change+2,692 (+32%)
Value$1.1M (+$403.3K)
Filed 2026-11-04
John G Ullman & Associates Inc
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$1.1M (+$194.4K)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares11,092 from 11,181
Change-89 (-1%)
Value$1.1M (+$187.3K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares10,907 from 10,893
Change+14 (+0%)
Value$1.0M (+$192.0K)
Filed 2026-11-05
Argonautica Private Wealth Management, Inc
INCREASED
Shares10,845 from 10,433
Change+412 (+4%)
Value$1.0M (+$221.8K)
Filed 2026-11-02
Gratus Wealth Advisors, LLC
DECREASED
Shares10,724 from 10,920
Change-196 (-2%)
Value$1.0M (+$172.6K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares10,696 from 9,848
Change+848 (+9%)
Value$1.1M (+$261.9K)
Filed 2026-10-09
Leo Wealth, LLC
NEW
Shares10,657
Change+10,657
Value$1.0M
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares10,618 from 10,613
Change+5 (+0%)
Value$1.0M (+$186.3K)
Filed 2026-10-22
Summit Global Investments
DECREASED
Shares10,609 from 21,558
Change-10,949 (-51%)
Value$1.0K (-$1.7M)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
INCREASED
Shares10,536 from 10,466
Change+70 (+1%)
Value$1.0M (+$189.9K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares10,485 from 5,691
Change+4,794 (+84%)
Value$996.6K (+$555.3K)
Filed 2026-10-23
Finivi Inc.
DECREASED
Shares10,484 from 10,546
Change-62 (-1%)
Value$996.5K (+$178.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,245 from 10,614
Change-369 (-3%)
Value$973.8K (+$157.7K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares10,232 from 10,318
Change-86 (-1%)
Value$972.6K (+$172.5K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares10,080 from 9,089
Change+991 (+11%)
Value$958.1K (+$253.3K)
Filed 2026-11-05
Investment Research Partners LLC
INCREASED
Shares10,007 from 9,433
Change+574 (+6%)
Value$951.1K (+$219.7K)
Filed 2026-10-19
Landmark Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$950.5K (+$175.1K)
Filed 2026-11-03
Crescent Sterling, Ltd.
DECREASED
Shares9,955 from 9,960
Change-5 (0%)
Value$946.2K (+$173.9K)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares9,889 from 8,171
Change+1,718 (+21%)
Value$940.0K (+$306.4K)
Filed 2026-10-28
Aull & Monroe Investment Management Corp
DECREASED
Shares9,821 from 10,021
Change-200 (-2%)
Value$933.5K (+$156.5K)
Filed 2026-10-16
Formidable Asset Management, LLC
NEW
Shares9,775
Change+9,775
Value$757.9K
Filed 2026-11-03
DMC Group, LLC
INCREASED
Shares9,773 from 6,648
Change+3,125 (+47%)
Value$928.9K (+$413.4K)
Filed 2026-10-26
W Advisors, LLC
UNCHANGED
Shares9,764 from 9,764
Change0 (0%)
Value$928.1K (+$171.0K)
Filed 2026-11-02
Trust Co of Toledo NA
DECREASED
Shares9,670 from 10,010
Change-340 (-3%)
Value$919.1K (+$143.0K)
Filed 2026-10-16
Welch & Forbes LLC
INCREASED
Shares9,654 from 9,557
Change+97 (+1%)
Value$917.6K (+$176.6K)
Filed 2026-11-04
Lockheed Martin Investment Management Co
DECREASED
Shares9,550 from 72,400
Change-62,850 (-87%)
Value$907.7K (-$4.7M)
Filed 2026-11-04
Rosenberg Matthew Hamilton
DECREASED
Shares9,430 from 9,618
Change-188 (-2%)
Value$896.3K (+$150.6K)
Filed 2026-10-05
EPG Wealth Management LLC
INCREASED
Shares9,417 from 9,338
Change+79 (+1%)
Value$895.1K (+$171.0K)
Filed 2026-11-03
Penbrook Management LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$893.5K (+$164.6K)
Filed 2026-10-16
KW Wealth Management LLC
NEW
Shares9,398
Change+9,398
Value$893.3K
Filed 2026-10-28
Eastern Bank
INCREASED
Shares9,358 from 8,979
Change+379 (+4%)
Value$889.5K (+$193.2K)
Filed 2026-10-05
Alhambra Investment Management LLC
DECREASED
Shares9,326 from 9,811
Change-485 (-5%)
Value$886.4K (+$125.7K)
Filed 2026-10-15
Eagle Rock Investment Company, LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$879.2K (+$162.0K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,238 from 9,454
Change-216 (-2%)
Value$878.1K (+$145.0K)
Filed 2026-11-04
Journey Retirement Planning & Investment Management LLC
NEW
Shares9,168
Change+9,168
Value$871.6K
Filed 2026-10-09
InTrack Investment Management Inc
INCREASED
Shares9,114 from 8,292
Change+822 (+10%)
Value$866.3K (+$223.3K)
Filed 2026-10-15
Anchyra Partners LLC
INCREASED
Shares9,054 from 6,696
Change+2,358 (+35%)
Value$860.6K (+$341.4K)
Filed 2026-10-13
Core Wealth Partners LLC
UNCHANGED
Shares9,049 from 9,049
Change0 (0%)
Value$860.1K (+$158.4K)
Filed 2026-11-02
XXI Wealth, LLC
INCREASED
Shares8,811 from 8,525
Change+286 (+3%)
Value$837.5K (+$176.5K)
Filed 2026-10-22
Pullen Investment Management, LLC
INCREASED
Shares8,787 from 8,351
Change+436 (+5%)
Value$835.2K (+$187.7K)
Filed 2026-10-23
First Command Advisory Services, Inc.
INCREASED
Shares8,785 from 4,580
Change+4,205 (+92%)
Value$835.0K (+$479.9K)
Filed 2026-11-05
Fruth Investment Management
UNCHANGED
Shares8,776 from 8,776
Change0 (0%)
Value$834 (+$154)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares8,769 from 8,854
Change-85 (-1%)
Value$833.5K (+$147.0K)
Filed 2026-10-21
Shrier Wealth Management, LLC
DECREASED
Shares8,764 from 8,857
Change-93 (-1%)
Value$833.0K (+$146.2K)
Filed 2026-10-20
Henry James International Management Inc.
INCREASED
Shares8,691 from 8,690
Change+1 (+0%)
Value$826.1K (+$152.3K)
Filed 2026-10-14
Plan A Wealth LLC
INCREASED
Shares8,666 from 8,619
Change+47 (+1%)
Value$823.8K (+$155.5K)
Filed 2026-10-08
Hunter Associates Investment Management LLC
DECREASED
Shares8,641 from 9,257
Change-616 (-7%)
Value$821 (-$717.2K)
Filed 2026-10-26
Radnor Capital Management, LLC
UNCHANGED
Shares8,610 from 8,610
Change0 (0%)
Value$818.4K (+$150.8K)
Filed 2026-10-23
1900 Wealth Management LLC
INCREASED
Shares8,565 from 8,504
Change+61 (+1%)
Value$814.1K (+$154.7K)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares8,520 from 8,571
Change-51 (-1%)
Value$809.8K (+$145.2K)
Filed 2026-10-13
Artesa Financial Group, LLC
INCREASED
Shares8,520 from 8,519
Change+1 (+0%)
Value$809.8K (+$149.3K)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares8,504 from 8,485
Change+19 (+0%)
Value$808.3K (+$150.4K)
Filed 2026-10-14
Inscription Capital, LLC
INCREASED
Shares8,457 from 8,306
Change+151 (+2%)
Value$803.8K (+$159.7K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares8,456 from 8,492
Change-36 (0%)
Value$803.7K (+$145.2K)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares8,453 from 7,152
Change+1,301 (+18%)
Value$803.5K (+$248.9K)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
DECREASED
Shares8,449 from 8,464
Change-15 (0%)
Value$803.1K (+$146.8K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares8,415 from 7,663
Change+752 (+10%)
Value$799.9K (+$205.7K)
Filed 2026-10-13
Philadelphia Trust Co
UNCHANGED
Shares8,367 from 8,367
Change0 (0%)
Value$795 (-$648.2K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares8,317 from 8,398
Change-81 (-1%)
Value$790.5K (+$139.3K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares8,279 from 8,279
Change0 (0%)
Value$786.9K (+$145.0K)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
INCREASED
Shares8,234 from 6,984
Change+1,250 (+18%)
Value$782.6K (+$241.1K)
Filed 2026-11-05
Harrell Investment Partners, LLC
UNCHANGED
Shares8,212 from 8,212
Change0 (0%)
Value$780.6K (+$143.8K)
Filed 2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED
Shares8,209 from 7,201
Change+1,008 (+14%)
Value$860.4K (+$252.6K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares8,124 from 10,594
Change-2,470 (-23%)
Value$772.2K (-$49.3K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares8,114 from 7,979
Change+135 (+2%)
Value$771.3K (+$152.5K)
Filed 2026-11-02
Eads & Heald Wealth Management
DECREASED
Shares8,037 from 8,141
Change-104 (-1%)
Value$763.9K (+$132.7K)
Filed 2026-10-29
Riversedge Advisors, LLC
INCREASED
Shares8,018 from 6,083
Change+1,935 (+32%)
Value$762.1K (+$290.4K)
Filed 2026-10-09
R.H. Dinel Investment Counsel, Inc.
UNCHANGED
Shares8,015 from 8,015
Change0 (0%)
Value$761.8K (+$140.3K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares7,998 from 191
Change+7,807 (+4087%)
Value$760.2K (+$745.4K)
Filed 2026-10-20
GW Henssler & Associates LTD
INCREASED
Shares7,973 from 7,781
Change+192 (+2%)
Value$757.8K (+$154.5K)
Filed 2026-10-26
Vann Equity Management LLC
INCREASED
Shares7,971 from 7,942
Change+29 (+0%)
Value$757.6K (+$141.8K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares7,932 from 5,364
Change+2,568 (+48%)
Value$754.0K (+$338.0K)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares7,913 from 8,165
Change-252 (-3%)
Value$752.1K (+$119.0K)
Filed 2026-11-03
Centurion Wealth Management LLC
DECREASED
Shares7,891 from 7,908
Change-17 (0%)
Value$750.0K (+$136.9K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares7,854 from 9,206
Change-1,352 (-15%)
Value$746.5K (+$32.7K)
Filed 2026-10-26
AGF Management LTD
INCREASED
Shares7,844 from 7,659
Change+185 (+2%)
Value$745.6K (+$151.7K)
Filed 2026-11-03
NBT Bank, N.A.
INCREASED
Shares7,811 from 7,761
Change+50 (+1%)
Value$742.4K (+$140.6K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares7,758 from 7,531
Change+227 (+3%)
Value$737.4K (+$153.5K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares7,747 from 10,078
Change-2,331 (-23%)
Value$736.4K (-$45.1K)
Filed 2026-10-28
Aries Wealth Management
UNCHANGED
Shares7,672 from 7,672
Change0 (0%)
Value$729.2K (+$134.3K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares7,657 from 7,882
Change-225 (-3%)
Value$727.8K (+$116.6K)
Filed 2026-10-22
Chemistry Wealth Management LLC
INCREASED
Shares7,579 from 7,568
Change+11 (+0%)
Value$720.3K (+$133.5K)
Filed 2026-10-16
Probity Advisors, Inc.
DECREASED
Shares7,490 from 7,532
Change-42 (-1%)
Value$711.9K (+$127.9K)
Filed 2026-10-23
Albert D Mason Inc
UNCHANGED
Shares7,471 from 7,471
Change0 (0%)
Value$710.1K (+$130.8K)
Filed 2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares7,432 from 7,432
Change0 (0%)
Value$706.4K (+$130.1K)
Filed 2026-10-22
Mattern Wealth Management LLC
DECREASED
Shares7,400 from 7,520
Change-120 (-2%)
Value$703.4K (+$120.3K)
Filed 2026-11-04
Councilmark Asset Management, LLC
UNCHANGED
Shares7,390 from 7,390
Change0 (0%)
Value$702.4K (+$129.4K)
Filed 2026-10-20
Cordatus Wealth Management LLC
NEW
Shares7,369
Change+7,369
Value$700.4K
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares7,368 from 8,158
Change-790 (-10%)
Value$793.3K (+$90.1K)
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares7,361 from 6,021
Change+1,340 (+22%)
Value$699.7K (+$232.8K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
DECREASED
Shares7,350 from 8,346
Change-996 (-12%)
Value$698.6K (+$51.5K)
Filed 2026-11-02
Seamount Financial Group Inc
DECREASED
Shares7,342 from 7,402
Change-60 (-1%)
Value$697.9K (+$123.9K)
Filed 2026-10-21
Larry Mathis Financial Planning, LLC
DECREASED
Shares7,302 from 8,060
Change-758 (-9%)
Value$694.1K (+$69.1K)
Filed 2026-10-26
BKM Wealth Management, LLC
INCREASED
Shares7,217 from 6,766
Change+451 (+7%)
Value$686.0K (+$161.4K)
Filed 2026-10-22
Conning Inc.
DECREASED
Shares7,179 from 7,934
Change-755 (-10%)
Value$682.4K (+$67.2K)
Filed 2026-10-27
Washington Trust Co
DECREASED
Shares7,163 from 7,186
Change-23 (0%)
Value$680.8K (+$123.6K)
Filed 2026-10-22
Busey Bank
DECREASED
Shares7,119 from 7,216
Change-97 (-1%)
Value$676.7K (+$117.1K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares7,113 from 7,354
Change-241 (-3%)
Value$676.1K (+$105.8K)
Filed 2026-10-30
Investors Research Corp
DECREASED
Shares7,077 from 7,163
Change-86 (-1%)
Value$672.7K (+$117.3K)
Filed 2026-10-07
UMB Bank, n.a.
DECREASED
Shares7,072 from 7,120
Change-48 (-1%)
Value$672.2K (+$120.1K)
Filed 2026-11-06
Kavar Capital Partners Group, LLC
INCREASED
Shares7,071 from 7,046
Change+25 (+0%)
Value$672.1K (+$125.8K)
Filed 2026-11-06
Pines Wealth Management, LLC
DECREASED
Shares7,020 from 8,472
Change-1,452 (-17%)
Value$667.2K (+$10.3K)
Filed 2026-10-21
TCV Trust & Wealth Management, Inc.
INCREASED
Shares6,973 from 6,018
Change+955 (+16%)
Value$662.8K (+$196.1K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares6,935 from 5,902
Change+1,033 (+18%)
Value$659.1K (+$201.5K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
DECREASED
Shares6,893 from 7,018
Change-125 (-2%)
Value$655.2K (+$111.0K)
Filed 2026-10-20
Lmcg Investments, LLC
DECREASED
Shares6,824 from 6,940
Change-116 (-2%)
Value$648.6K (+$110.5K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares6,796 from 6,744
Change+52 (+1%)
Value$646.0K (+$123.0K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares6,756 from 6,114
Change+642 (+11%)
Value$642.2K (+$168.1K)
Filed 2026-10-07
Angeles Wealth Management, LLC
INCREASED
Shares6,728 from 6,500
Change+228 (+4%)
Value$639.5K (+$135.5K)
Filed 2026-10-26
Beacon Capital Management, LLC
INCREASED
Shares6,709 from 6,659
Change+50 (+1%)
Value$637.7K (+$121.4K)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares6,677 from 6,677
Change0 (0%)
Value$646.7K (+$97.6K)
Filed 2026-10-08
Harbour Capital Advisors, LLC
INCREASED
Shares6,648 from 6,578
Change+70 (+1%)
Value$631.9K (+$91.0K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares6,605 from 8,813
Change-2,208 (-25%)
Value$627.8K (-$55.6K)
Filed 2026-10-27
Nautilus Advisors LLC
INCREASED
Shares6,590 from 6,514
Change+76 (+1%)
Value$626.4K (+$90.8K)
Filed 2026-10-07
Cromwell Holdings LLC
UNCHANGED
Shares6,552 from 6,552
Change0 (0%)
Value$622.8K (+$114.7K)
Filed 2026-10-28
Global Trust Asset Management, LLC
DECREASED
Shares6,542 from 7,165
Change-623 (-9%)
Value$621.8K (+$66.2K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares6,529 from 7,636
Change-1,107 (-14%)
Value$620.6K (+$28.4K)
Filed 2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED
Shares6,526 from 6,526
Change0 (0%)
Value$620.3K (+$114.3K)
Filed 2026-11-06
Focused Alpha, LLC
DECREASED
Shares6,512 from 6,742
Change-230 (-3%)
Value$619.0K (+$96.2K)
Filed 2026-10-20
Birch Hill Investment Advisors LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$617.8K (+$113.8K)
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$616.9K (+$113.6K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,483 from 5,477
Change+1,006 (+18%)
Value$616.2K (+$191.6K)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares6,472 from 6,454
Change+18 (+0%)
Value$615.2K (+$114.7K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares6,451 from 5,503
Change+948 (+17%)
Value$613.2K (+$186.5K)
Filed 2026-11-04
Vaughan David Investments LLC
UNCHANGED
Shares6,393 from 6,393
Change0 (0%)
Value$608 (-$495.4K)
Filed 2026-11-05
Clearstead Trust, LLC
DECREASED
Shares6,388 from 6,996
Change-608 (-9%)
Value$607.1K (+$64.7K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares6,361 from 6,366
Change-5 (0%)
Value$604.6K (+$111.0K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
DECREASED
Shares6,299 from 6,528
Change-229 (-4%)
Value$598.7K (+$92.5K)
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares6,298 from 6,298
Change0 (0%)
Value$598.6K (+$110.3K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares6,247 from 8,656
Change-2,409 (-28%)
Value$593.8K (-$77.4K)
Filed 2026-10-22
Uptick Partners, LLC
DECREASED
Shares6,231 from 6,373
Change-142 (-2%)
Value$592.3K (+$98.1K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED
Shares6,206 from 6,047
Change+159 (+3%)
Value$589.9K (+$121.0K)
Filed 2026-10-21
Certuity, LLC
UNCHANGED
Shares6,144 from 6,144
Change0 (0%)
Value$584.0K (+$107.6K)
Filed 2026-11-02
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$583.8K (+$107.5K)
Filed 2026-11-02
NTV Asset Management LLC
UNCHANGED
Shares6,111 from 6,111
Change0 (0%)
Value$580.9K (+$107.0K)
Filed 2026-10-23
Jackson Square Capital, LLC
UNCHANGED
Shares6,048 from 6,048
Change0 (0%)
Value$574.9K (+$105.9K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares6,019 from 5,731
Change+288 (+5%)
Value$572.1K (+$127.8K)
Filed 2026-10-07
Asset Advisors Investment Management, LLC
INCREASED
Shares6,007 from 6,000
Change+7 (+0%)
Value$571.0K (+$105.7K)
Filed 2026-10-19
Strategic Advisors LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$570.3K (+$105.1K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares5,915 from 5,838
Change+77 (+1%)
Value$562.2K (+$109.5K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$559.0K (+$103.0K)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares5,849 from 6,170
Change-321 (-5%)
Value$555.9K (+$77.5K)
Filed 2026-10-22
Romano Brothers and Company
DECREASED
Shares5,834 from 6,150
Change-316 (-5%)
Value$554.5K (+$77.7K)
Filed 2026-10-22
Marks Group Wealth Management, Inc
DECREASED
Shares5,819 from 6,437
Change-618 (-10%)
Value$553.1K (+$54.0K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
INCREASED
Shares5,800 from 4,295
Change+1,505 (+35%)
Value$551.3K (+$218.3K)
Filed 2026-11-03
BigSur Wealth Management LLC
DECREASED
Shares5,786 from 6,586
Change-800 (-12%)
Value$550.0K (+$39.3K)
Filed 2026-10-13
Alessandra Capital Management, LLC
DECREASED
Shares5,784 from 5,844
Change-60 (-1%)
Value$549.7K (+$96.6K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,759 from 5,831
Change-72 (-1%)
Value$547.4K (+$95.2K)
Filed 2026-10-13
Northcape Wealth Management, LLC
NEW
Shares5,745
Change+5,745
Value$546.1K
Filed 2026-11-04
Langley Wealth Management, LLC
UNCHANGED
Shares5,717 from 5,717
Change0 (0%)
Value$543.4K (+$100.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares5,714 from 5,169
Change+545 (+11%)
Value$543.1K (+$142.3K)
Filed 2026-10-29
Essex Bank
DECREASED
Shares5,674 from 5,705
Change-31 (-1%)
Value$539.3K (+$97.0K)
Filed 2026-10-16
Moneco Advisors, LLC
DECREASED
Shares5,663 from 5,665
Change-2 (0%)
Value$538.3K (+$99.0K)
Filed 2026-11-05
Vista Investment Partners LLC
INCREASED
Shares5,651 from 5,535
Change+116 (+2%)
Value$537.1K (+$107.9K)
Filed 2026-10-08
Community Bank of Raymore
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$537.0K (+$98.9K)
Filed 2026-10-23
Bill Few Associates, Inc.
INCREASED
Shares5,613 from 5,602
Change+11 (+0%)
Value$533.5K (+$99.1K)
Filed 2026-10-09
Gryphon Financial Partners LLC
DECREASED
Shares5,526 from 5,529
Change-3 (0%)
Value$525.3K (+$96.5K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
UNCHANGED
Shares5,523 from 5,523
Change0 (0%)
Value$539.2K (+$108.3K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares5,493 from 5,251
Change+242 (+5%)
Value$522.1K (+$114.9K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
INCREASED
Shares5,465 from 4,379
Change+1,086 (+25%)
Value$519.5K (+$112.2K)
Filed 2026-10-13
PFS Partners, LLC
INCREASED
Shares5,385 from 5,344
Change+41 (+1%)
Value$511.9K (+$97.5K)
Filed 2026-10-21
Northeast Investment Management
UNCHANGED
Shares5,304 from 5,304
Change0 (0%)
Value$504.1K (+$92.9K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
DECREASED
Shares5,298 from 5,700
Change-402 (-7%)
Value$503.6K (+$61.6K)
Filed 2026-10-22
DSG Capital Advisors, LLC
DECREASED
Shares5,276 from 5,284
Change-8 (0%)
Value$501.5K (+$55.5K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares5,266 from 5,199
Change+67 (+1%)
Value$500.5K (+$97.4K)
Filed 2026-10-15
Zions Bancorporation, National Association
DECREASED
Shares5,229 from 5,427
Change-198 (-4%)
Value$497.0K (+$76.2K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares5,188 from 7,315
Change-2,127 (-29%)
Value$493.1K (-$74.1K)
Filed 2026-10-26
Encompass More Asset Management
DECREASED
Shares5,188 from 5,367
Change-179 (-3%)
Value$493.1K (+$77.0K)
Filed 2026-10-16
Patten & Patten Inc
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$490.5K (+$90.4K)
Filed 2026-10-26
KCM Investment Advisors LLC
INCREASED
Shares5,143 from 5,120
Change+23 (+0%)
Value$488.9K (+$91.8K)
Filed 2026-10-27
Cullinan Associates Inc
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$484.8K (+$89.3K)
Filed 2026-11-03
Lunt Capital Management, Inc.
UNCHANGED
Shares5,099 from 5,099
Change0 (0%)
Value$484.6K (+$89.3K)
Filed 2026-10-30
Soltis Investment Advisors LLC
DECREASED
Shares4,998 from 5,089
Change-91 (-2%)
Value$475.0K (+$80.4K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
INCREASED
Shares4,974 from 4,687
Change+287 (+6%)
Value$472.8K (+$109.3K)
Filed 2026-10-21
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares4,968 from 5,721
Change-753 (-13%)
Value$481.1K (+$34.0K)
Filed 2026-10-19
Insight 2811, Inc.
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$467.6K (+$86.1K)
Filed 2026-11-06
Ti-Trust, Inc
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$467.6K (+$86.1K)
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares4,890 from 6,328
Change-1,438 (-23%)
Value$464.8K (-$25.9K)
Filed 2026-10-28
KG Capital Management
DECREASED
Shares4,889 from 5,353
Change-464 (-9%)
Value$464.7K (+$49.6K)
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares4,888 from 4,597
Change+291 (+6%)
Value$464.6K (+$108.2K)
Filed 2026-10-21
Atlas Brown,Inc.
UNCHANGED
Shares4,848 from 4,848
Change0 (0%)
Value$460.8K (+$84.9K)
Filed 2026-10-09
E&G Advisors, LLC
UNCHANGED
Shares4,840 from 4,840
Change0 (0%)
Value$460.0K (+$84.7K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares4,834 from 4,832
Change+2 (+0%)
Value$459.5K (+$84.8K)
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares4,833 from 4,313
Change+520 (+12%)
Value$459.4K (+$124.9K)
Filed 2026-10-19
Axxion S.A.
UNCHANGED
Shares4,812 from 4,812
Change0 (0%)
Value$457.4K (+$84.3K)
Filed 2026-10-22
Certior Financial Group, LLC
INCREASED
Shares4,806 from 4,785
Change+21 (+0%)
Value$456.8K (+$85.8K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares4,785 from 6,278
Change-1,493 (-24%)
Value$454.8K (-$32.0K)
Filed 2026-10-30
Financial Management Professionals, Inc.
DECREASED
Shares4,775 from 4,800
Change-25 (-1%)
Value$453.9K (+$81.7K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares4,762 from 4,795
Change-33 (-1%)
Value$452.6K (+$80.8K)
Filed 2026-10-27
Canopy Partners, LLC
DECREASED
Shares4,724 from 4,753
Change-29 (-1%)
Value$449.0K (+$80.5K)
Filed 2026-10-28
Cache Advisors, LLC
UNCHANGED
Shares4,688 from 4,688
Change0 (0%)
Value$445.6K (+$82.1K)
Filed 2026-10-16
Apella Capital, LLC
DECREASED
Shares4,663 from 5,650
Change-987 (-17%)
Value$451.6K (-$11.7K)
Filed 2026-10-08
Greenfield Savings Bank
UNCHANGED
Shares4,654 from 4,654
Change0 (0%)
Value$442.4K (+$81.5K)
Filed 2026-10-07
Trek Financial, LLC
DECREASED
Shares4,635 from 77,042
Change-72,407 (-94%)
Value$440.6K (-$5.5M)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares4,633 from 6,006
Change-1,373 (-23%)
Value$440.4K (-$25.3K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares4,606 from 4,648
Change-42 (-1%)
Value$437.8K (+$77.4K)
Filed 2026-10-09
Home Federal Bank of Tennessee
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$437.2K (+$80.5K)
Filed 2026-10-15
Vista Investment Partners II, LLC
INCREASED
Shares4,573 from 4,566
Change+7 (+0%)
Value$434.7K (+$80.6K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares4,537 from 3,816
Change+721 (+19%)
Value$431.2K (+$135.3K)
Filed 2026-11-04
Carret Asset Management, LLC
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$431.1K (+$79.4K)
Filed 2026-11-04
Tucker Asset Management LLC
DECREASED
Shares4,522 from 4,567
Change-45 (-1%)
Value$429.8K (+$75.7K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares4,513 from 4,483
Change+30 (+1%)
Value$488.3K (+$94.0K)
Filed 2026-10-27
Hardin Capital Partners, LLC
DECREASED
Shares4,502 from 4,789
Change-287 (-6%)
Value$427.9K (+$56.2K)
Filed 2026-10-09
Cypress Wealth Services, LLC
INCREASED
Shares4,468 from 4,467
Change+1 (+0%)
Value$436.2K (+$89.8K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,454 from 4,032
Change+422 (+10%)
Value$423.3K (+$110.7K)
Filed 2026-10-19
Nilsine Partners, LLC
INCREASED
Shares4,449 from 4,423
Change+26 (+1%)
Value$422.9K (+$79.9K)
Filed 2026-11-02
First Financial Corp
UNCHANGED
Shares4,444 from 4,444
Change0 (0%)
Value$422.4K (+$77.8K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares4,431 from 4,794
Change-363 (-8%)
Value$421.2K (+$49.5K)
Filed 2026-11-05
Klingman & Associates, LLC
INCREASED
Shares4,429 from 4,231
Change+198 (+5%)
Value$421.0K (+$92.9K)
Filed 2026-10-20
Grange Capital, LLC
UNCHANGED
Shares4,413 from 4,413
Change0 (0%)
Value$419.5K (+$77.3K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
INCREASED
Shares4,373 from 4,069
Change+304 (+7%)
Value$415.7K (+$100.1K)
Filed 2026-11-02
LVW Advisors, LLC
INCREASED
Shares4,371 from 3,609
Change+762 (+21%)
Value$415.5K (+$135.6K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares4,289 from 4,265
Change+24 (+1%)
Value$407.7K (+$77.0K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares4,288 from 4,843
Change-555 (-11%)
Value$407.6K (+$32.0K)
Filed 2026-10-21
Xponance LLC
INCREASED
Shares4,285 from 3,839
Change+446 (+12%)
Value$407.3K (+$109.6K)
Filed 2026-11-03
Northside Capital Management, LLC
UNCHANGED
Shares4,285 from 4,285
Change0 (0%)
Value$407.3K (+$75.0K)
Filed 2026-10-13
Park Capital Management, LLC / WI
INCREASED
Shares4,275 from 3,370
Change+905 (+27%)
Value$406.3K (+$145.0K)
Filed 2026-10-13
Foster Group, Inc.
INCREASED
Shares4,270 from 4,244
Change+26 (+1%)
Value$405.9K (+$76.8K)
Filed 2026-10-13
Symmetry Partners, LLC
NEW
Shares4,260
Change+4,260
Value$404.9K
Filed 2026-10-27
Harbor Capital Advisors, Inc.
NEW
Shares4,258
Change+4,258
Value$405
Filed 2026-10-22
Nolet Wealth Management, LLC
INCREASED
Shares4,235 from 3,714
Change+521 (+14%)
Value$402.5K (+$114.5K)
Filed 2026-10-15
Alchemi Wealth, LLC
INCREASED
Shares4,232 from 4,227
Change+5 (+0%)
Value$402.4K (+$74.5K)
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares4,224 from 3,798
Change+426 (+11%)
Value$401.5K (+$107.0K)
Filed 2026-10-20
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares4,223 from 4,223
Change0 (0%)
Value$401.4K (+$73.9K)
Filed 2026-11-02
Cohen Capital Management, Inc.
DECREASED
Shares4,200 from 24,200
Change-20,000 (-83%)
Value$399.2K (-$1.5M)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares4,174 from 4,158
Change+16 (+0%)
Value$396.7K (+$74.3K)
Filed 2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$396.2K (+$73.0K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares4,161 from 4,755
Change-594 (-12%)
Value$395.5K (+$26.8K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares4,148 from 4,211
Change-63 (-1%)
Value$394.3K (+$67.7K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares4,144 from 4,057
Change+87 (+2%)
Value$393.9K (+$79.4K)
Filed 2026-10-08
Brucke Financial, Inc.
DECREASED
Shares4,132 from 5,404
Change-1,272 (-24%)
Value$392.7K (-$26.3K)
Filed 2026-10-23
PFG Private Wealth Management, LLC
INCREASED
Shares4,113 from 3,578
Change+535 (+15%)
Value$390.9K (+$113.5K)
Filed 2026-10-15
Welch Group, LLC
INCREASED
Shares4,110 from 4,068
Change+42 (+1%)
Value$390.7K (+$75.2K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares4,108 from 5,149
Change-1,041 (-20%)
Value$392.8K (-$1.5K)
Filed 2026-11-02
SVB Wealth LLC
DECREASED
Shares4,092 from 4,238
Change-146 (-3%)
Value$388.9K (+$60.3K)
Filed 2026-11-06
Harmony Asset Management LLC
DECREASED
Shares4,082 from 8,607
Change-4,525 (-53%)
Value$388.0K (-$279.4K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares4,072 from 4,217
Change-145 (-3%)
Value$393.0K (+$66.0K)
Filed 2026-10-09
Doliver Advisors, LP
DECREASED
Shares4,062 from 4,228
Change-166 (-4%)
Value$386.1K (+$58.3K)
Filed 2026-10-01
Planned Solutions, Inc.
UNCHANGED
Shares4,056 from 4,056
Change0 (0%)
Value$385.5K (+$71.0K)
Filed 2026-10-19
Rose Capital Advisors LLC
NEW
Shares4,047
Change+4,047
Value$384.7K
Filed 2026-11-04
Symphony Financial, Ltd. Co.
INCREASED
Shares4,014 from 3,521
Change+493 (+14%)
Value$382.1K (+$111.3K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares4,000 from 3,933
Change+67 (+2%)
Value$380.2K (+$75.2K)
Filed 2026-11-05
Avity Investment Management Inc.
UNCHANGED
Shares3,989 from 3,989
Change0 (0%)
Value$379.2K (+$69.8K)
Filed 2026-10-09
Diversified Enterprises, LLC
INCREASED
Shares3,986 from 3,866
Change+120 (+3%)
Value$378.9K (+$79.1K)
Filed 2026-10-19
Salem Investment Counselors Inc
UNCHANGED
Shares3,979 from 3,979
Change0 (0%)
Value$378.2K (+$69.7K)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares3,972 from 3,882
Change+90 (+2%)
Value$377.6K (+$76.6K)
Filed 2026-10-19
Plan Group Financial, LLC
INCREASED
Shares3,971 from 3,722
Change+249 (+7%)
Value$419.1K (+$130.5K)
Filed 2026-10-22
IPG Investment Advisors LLC
NEW
Shares3,960
Change+3,960
Value$376.4K
Filed 2026-10-30
Palisade Asset Management, LLC
INCREASED
Shares3,943 from 3,350
Change+593 (+18%)
Value$374.8K (+$115.0K)
Filed 2026-11-03
Syverson Strege & Co
DECREASED
Shares3,926 from 3,993
Change-67 (-2%)
Value$373.2K (+$63.5K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares3,925
Change+3,925
Value$373.4K
Filed 2026-11-03
Hara Capital LLC
DECREASED
Shares3,920 from 4,170
Change-250 (-6%)
Value$372.6K (+$49.3K)
Filed 2026-10-30
Keudell ison Wealth Management
DECREASED
Shares3,866 from 3,885
Change-19 (0%)
Value$367.5K (+$66.2K)
Filed 2026-10-16
Old Mission Investment Co LLC
INCREASED
Shares3,863 from 3,762
Change+101 (+3%)
Value$367.2K (+$75.5K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,857 from 3,314
Change+543 (+16%)
Value$366.6K (+$109.6K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares3,853 from 3,893
Change-40 (-1%)
Value$366.2K (+$64.4K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares3,838 from 3,835
Change+3 (+0%)
Value$364.8K (+$67.4K)
Filed 2026-10-21
NWF Advisory Services Inc.
INCREASED
Shares3,835 from 3,776
Change+59 (+2%)
Value$364.5K (+$71.7K)
Filed 2026-10-19
HCR Wealth Advisors
INCREASED
Shares3,829 from 3,711
Change+118 (+3%)
Value$363.9K (+$76.2K)
Filed 2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED
Shares3,807 from 3,344
Change+463 (+14%)
Value$361.9K (+$102.6K)
Filed 2026-10-14
Successful Portfolios LLC
UNCHANGED
Shares3,804 from 3,804
Change0 (0%)
Value$367.0K (+$55.1K)
Filed 2026-10-09
FNY Investment Advisers, LLC
NEW
Shares3,800
Change+3,800
Value$361
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED
Shares3,790 from 3,235
Change+555 (+17%)
Value$360.2K (+$109.4K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$360.2K (+$66.4K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED
Shares3,779 from 3,817
Change-38 (-1%)
Value$359.2K (+$63.2K)
Filed 2026-10-09
Advisortrust Partners, LLC
DECREASED
Shares3,769 from 3,969
Change-200 (-5%)
Value$358.2K (+$50.5K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
NEW
Shares3,756
Change+3,756
Value$357.0K
Filed 2026-11-04
Procyon Advisors, LLC
DECREASED
Shares3,744 from 5,105
Change-1,361 (-27%)
Value$355.8K (-$40.1K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares3,738 from 2,718
Change+1,020 (+38%)
Value$355.4K (+$144.6K)
Filed 2026-11-03
Ballew Advisors, Inc
DECREASED
Shares3,738 from 3,909
Change-171 (-4%)
Value$359.7K (+$54.7K)
Filed 2026-10-05
Tandem Capital Management Corp
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$354.1K (+$65.2K)
Filed 2026-10-22
American National Bank & Trust
UNCHANGED
Shares3,698 from 3,698
Change0 (0%)
Value$351.5K (+$64.8K)
Filed 2026-10-07
Triad Wealth Partners, LLC
INCREASED
Shares3,694 from 3,323
Change+371 (+11%)
Value$351.1K (+$48.4K)
Filed 2026-10-26
Lyell Wealth Management, LP
UNCHANGED
Shares3,685 from 3,685
Change0 (0%)
Value$350.3K (+$64.5K)
Filed 2026-10-30
Seven Mile Advisory
DECREASED
Shares3,677 from 3,837
Change-160 (-4%)
Value$349.5K (+$52.0K)
Filed 2026-10-22
Ascent Wealth Partners, LLC
NEW
Shares3,675
Change+3,675
Value$349.3K
Filed 2026-10-23
Cove Private Wealth, LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$347.4K (+$64.0K)
Filed 2026-10-28
Clear Trail Advisors, LLC
UNCHANGED
Shares3,641 from 3,641
Change0 (0%)
Value$346.1K (+$63.8K)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares3,631 from 3,605
Change+26 (+1%)
Value$345.1K (+$65.6K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
UNCHANGED
Shares3,625 from 3,625
Change0 (0%)
Value$344.6K (+$63.5K)
Filed 2026-10-20
Aspiriant, LLC
NEW
Shares3,623
Change+3,623
Value$344.4K
Filed 2026-10-16
United Community Bank
INCREASED
Shares3,612 from 3,400
Change+212 (+6%)
Value$343.3K (+$79.7K)
Filed 2026-10-28
FSM Wealth Advisors, LLC
INCREASED
Shares3,612 from 3,492
Change+120 (+3%)
Value$361.9K (+$91.2K)
Filed 2026-10-27
Naples Global Advisors, LLC
DECREASED
Shares3,611 from 3,837
Change-226 (-6%)
Value$343.3K (+$45.7K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
DECREASED
Shares3,605 from 3,810
Change-205 (-5%)
Value$342.7K (+$47.2K)
Filed 2026-11-02
Kozak & Associates, Inc.
INCREASED
Shares3,599 from 3,598
Change+1 (+0%)
Value$378.6K (+$103.1K)
Filed 2026-10-29
Personal CFO Solutions, LLC
DECREASED
Shares3,562 from 5,936
Change-2,374 (-40%)
Value$338.5K (-$121.8K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
DECREASED
Shares3,557 from 3,612
Change-55 (-2%)
Value$338.1K (+$58.1K)
Filed 2026-10-27
Westover Capital Advisors, LLC
INCREASED
Shares3,547 from 2,700
Change+847 (+31%)
Value$337.1K (+$127.8K)
Filed 2026-10-26
Woodward Diversified Capital, LLC
DECREASED
Shares3,546 from 3,590
Change-44 (-1%)
Value$337.0K (+$58.7K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares3,537 from 3,916
Change-379 (-10%)
Value$336.2K (+$32.5K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares3,537 from 3,841
Change-304 (-8%)
Value$336.2K (+$38.3K)
Filed 2026-10-22
Seed Wealth Management, Inc.
DECREASED
Shares3,527 from 6,927
Change-3,400 (-49%)
Value$335.2K (-$201.9K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
NEW
Shares3,522
Change+3,522
Value$334.8K
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares3,521 from 2,773
Change+748 (+27%)
Value$334.7K (+$119.7K)
Filed 2026-11-02
Weinberger Asset Management, Inc
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$334.7K (+$10.8K)
Filed 2026-10-28
Triune Financial Partners, LLC
INCREASED
Shares3,520 from 3,491
Change+29 (+1%)
Value$334.6K (+$63.9K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares3,518
Change+3,518
Value$334.4K
Filed 2026-10-19
Advocate Investing Services LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$332.7K (+$61.3K)
Filed 2026-10-26
Founders Capital Management, LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$332.3K (+$61.2K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares3,437 from 3,503
Change-66 (-2%)
Value$326.7K (+$55.1K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares3,426 from 3,424
Change+2 (+0%)
Value$325.7K (+$60.2K)
Filed 2026-10-09
Werba Rubin Papier Wealth Management
DECREASED
Shares3,418 from 3,451
Change-33 (-1%)
Value$324.9K (+$57.3K)
Filed 2026-11-06
Sentry LLC
DECREASED
Shares3,417 from 3,642
Change-225 (-6%)
Value$324.8K (+$42.4K)
Filed 2026-10-30
Aviance Capital Partners, LLC
INCREASED
Shares3,408 from 3,308
Change+100 (+3%)
Value$323.9K (+$67.4K)
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares3,378 from 3,071
Change+307 (+10%)
Value$367.1K (+$109.2K)
Filed 2026-11-03
Howard Financial Services, Ltd.
INCREASED
Shares3,375 from 3,164
Change+211 (+7%)
Value$320.8K (+$75.4K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
INCREASED
Shares3,372 from 3,368
Change+4 (+0%)
Value$320.5K (+$59.4K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares3,370 from 3,463
Change-93 (-3%)
Value$320.3K (+$51.9K)
Filed 2026-11-03
Oakworth Capital, Inc.
DECREASED
Shares3,369 from 3,633
Change-264 (-7%)
Value$320.2K (+$39.4K)
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares3,365 from 2,708
Change+657 (+24%)
Value$319.9K (+$109.9K)
Filed 2026-11-06
BLB&B Advisors, LLC
UNCHANGED
Shares3,348 from 3,348
Change0 (0%)
Value$318.2K (+$58.6K)
Filed 2026-10-27
Financial & Tax Architects, LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$315.4K (+$58.1K)
Filed 2026-10-15
Corps Capital Advisors, LLC
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$315.2K (+$58.1K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares3,308 from 3,087
Change+221 (+7%)
Value$314.4K (+$75.1K)
Filed 2026-10-14
Abacus Planning Group, Inc.
DECREASED
Shares3,296 from 3,686
Change-390 (-11%)
Value$313.3K (+$27.5K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares3,285 from 2,725
Change+560 (+21%)
Value$312.2K (+$100.9K)
Filed 2026-10-02
Knights of Columbus Asset Advisors LLC
DECREASED
Shares3,275 from 4,191
Change-916 (-22%)
Value$311.3K (-$13.7K)
Filed 2026-11-05
Clarus Group, Inc.
INCREASED
Shares3,253 from 3,245
Change+8 (+0%)
Value$309.2K (+$57.6K)
Filed 2026-10-21
Hohimer Wealth Management, LLC
DECREASED
Shares3,249 from 50,151
Change-46,902 (-94%)
Value$308.8K (-$3.6M)
Filed 2026-11-04
New Wave Wealth Advisors LLC
DECREASED
Shares3,245 from 3,366
Change-121 (-4%)
Value$334.2K (+$73.2K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$307.7K (+$56.7K)
Filed 2026-10-09
Simon Quick Advisors, LLC
DECREASED
Shares3,206 from 4,632
Change-1,426 (-31%)
Value$304.8K (-$54.4K)
Filed 2026-10-26
Carnegie Investment Counsel
NEW
Shares3,202
Change+3,202
Value$304.4K
Filed 2026-10-20
SeaBridge Investment Advisors LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$304.2K (+$56.0K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares3,188 from 390
Change+2,798 (+717%)
Value$303.0K (+$272.8K)
Filed 2026-10-30
Tufton Capital Management
UNCHANGED
Shares3,178 from 3,178
Change0 (0%)
Value$302 (-$245.7K)
Filed 2026-10-20
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares3,176 from 3,153
Change+23 (+1%)
Value$302 (-$243.7K)
Filed 2026-11-04
Cypress Capital Group
INCREASED
Shares3,159 from 3,121
Change+38 (+1%)
Value$300.3K (+$58.3K)
Filed 2026-11-03
Granite Investment Partners, LLC
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$300.2K (+$55.3K)
Filed 2026-11-04
Johnson Financial Group, LLC
DECREASED
Shares3,151 from 3,924
Change-773 (-20%)
Value$299.5K (-$4.8K)
Filed 2026-11-03
Charles Schwab Trust Co
INCREASED
Shares3,148 from 3,048
Change+100 (+3%)
Value$299.2K (+$62.9K)
Filed 2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$297.5K (+$35.9K)
Filed 2026-10-22
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares3,116 from 2,593
Change+523 (+20%)
Value$296.2K (+$95.1K)
Filed 2026-11-05
Vontobel Holding Ltd.
NEW
Shares3,100
Change+3,100
Value$294.6K
Filed 2026-10-16
LifeGoal Investments, LLC
NEW
Shares3,095
Change+3,095
Value$294.2K
Filed 2026-10-09
Eagle Harbor Asset Management Inc
DECREASED
Shares3,084 from 3,156
Change-72 (-2%)
Value$293.1K (+$48.4K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares3,079 from 3,623
Change-544 (-15%)
Value$292.7K (+$11.7K)
Filed 2026-10-14
Legacy Private Trust Co.
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$292.3K (+$53.8K)
Filed 2026-10-06
AdvisorNet Financial, Inc
INCREASED
Shares3,064 from 3,029
Change+35 (+1%)
Value$317.4K (+$82.5K)
Filed 2026-10-15
Banyan Capital Management, Inc.
DECREASED
Shares3,050 from 5,100
Change-2,050 (-40%)
Value$289.9K (-$105.6K)
Filed 2026-11-05
Peoples Financial Services Corp.
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$289.9K (+$53.4K)
Filed 2026-10-20
Linscomb Wealth, Inc.
DECREASED
Shares3,029 from 3,269
Change-240 (-7%)
Value$287.9K (+$34.4K)
Filed 2026-11-05
Enterprise Financial Services Corp
INCREASED
Shares3,023 from 2,943
Change+80 (+3%)
Value$287.3K (+$59.1K)
Filed 2026-11-03
CFM Wealth Partners LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$287.1K (+$52.9K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares3,005 from 2,825
Change+180 (+6%)
Value$305.3K (+$86.2K)
Filed 2026-10-13
GFS Advisors, LLC
INCREASED
Shares3,002 from 710
Change+2,292 (+323%)
Value$285.0K (-$73.8K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares3,002 from 2,994
Change+8 (+0%)
Value$285.3K (+$53.2K)
Filed 2026-10-27
Appleton Partners Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$285 (-$232.7K)
Filed 2026-10-30
Cascade Investment Advisors, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$285.2K (+$52.5K)
Filed 2026-11-02
Pavaki Capital Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$285.2K (+$52.5K)
Filed 2026-10-26
Wedgewood Investors Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$285.2K (+$52.5K)
Filed 2026-10-28
Broussard Financial Group LLC
NEW
Shares2,992
Change+2,992
Value$284.4K
Filed 2026-10-26
SYM Financial Corp
NEW
Shares2,980
Change+2,980
Value$283.2K
Filed 2026-10-26
Choice Wealth Advisors LLC
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$282.9K (+$52.1K)
Filed 2026-10-16
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares2,967 from 2,967
Change0 (0%)
Value$282.1K (+$52.0K)
Filed 2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED
Shares2,943 from 2,943
Change0 (0%)
Value$279.7K (+$51.5K)
Filed 2026-10-28
Roman Butler Fullerton & Co
INCREASED
Shares2,938 from 2,934
Change+4 (+0%)
Value$308.0K (+$61.6K)
Filed 2026-10-27
Avalon Capital Management
NEW
Shares2,933
Change+2,933
Value$278.8K
Filed 2026-11-04
Waldron Private Wealth LLC
INCREASED
Shares2,929 from 2,720
Change+209 (+8%)
Value$278.4K (+$67.5K)
Filed 2026-11-02
Narus Financial Partners, LLC
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$278.3K (+$51.3K)
Filed 2026-10-19
Cpwa, LLC
NEW
Shares2,927
Change+2,927
Value$297.4K
Filed 2026-11-04
RDA Financial Network
DECREASED
Shares2,923 from 4,330
Change-1,407 (-32%)
Value$277.9K (-$57.8K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
DECREASED
Shares2,913 from 8,804
Change-5,891 (-67%)
Value$276.9K (-$405.7K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares2,905
Change+2,905
Value$269.7K
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares2,876
Change+2,876
Value$273.4K
Filed 2026-10-28
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares2,864 from 2,829
Change+35 (+1%)
Value$272.3K (+$52.9K)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
DECREASED
Shares2,839 from 2,901
Change-62 (-2%)
Value$269.8K (+$44.9K)
Filed 2026-10-15
CWA Asset Management Group, LLC
INCREASED
Shares2,821 from 2,711
Change+110 (+4%)
Value$268.1K (+$57.9K)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$267.7K (+$49.3K)
Filed 2026-10-07
Trust Co
DECREASED
Shares2,808 from 2,820
Change-12 (0%)
Value$266.9K (+$48.2K)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares2,803
Change+2,803
Value$266.4K
Filed 2026-10-21
Stirlingshire Investments, Inc.
NEW
Shares2,792
Change+2,792
Value$265.3K
Filed 2026-11-05
RBA Wealth Management, LLC
NEW
Shares2,790
Change+2,790
Value$265.2K
Filed 2026-10-28
Montecito Bank & Trust
DECREASED
Shares2,785 from 2,875
Change-90 (-3%)
Value$264.7K (+$41.8K)
Filed 2026-10-01
Bison Wealth, LLC
NEW
Shares2,779
Change+2,779
Value$282.3K
Filed 2026-10-13
XML Financial, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$264.0K (+$48.6K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
INCREASED
Shares2,747 from 2,736
Change+11 (+0%)
Value$261.1K (+$48.9K)
Filed 2026-10-26
Arista Wealth Management, LLC
INCREASED
Shares2,724 from 2,695
Change+29 (+1%)
Value$258.9K (+$49.9K)
Filed 2026-10-29
Thompson Investment Management, Inc.
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$256.7K (+$47.3K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$256.6K (+$47.3K)
Filed 2026-10-14
Bourgeon Capital Management LLC
NEW
Shares2,679
Change+2,679
Value$254.6K
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$253.0K (+$46.6K)
Filed 2026-10-15
Hourglass Capital, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$251.9K (+$46.4K)
Filed 2026-10-26
One Way Holdings LLC
NEW
Shares2,646
Change+2,646
Value$251.5K
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares2,644 from 2,649
Change-5 (0%)
Value$251.4K (+$45.9K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
NEW
Shares2,641
Change+2,641
Value$251.0K
Filed 2026-10-22
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares2,640 from 2,714
Change-74 (-3%)
Value$251.0K (+$40.6K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares2,633 from 2,556
Change+77 (+3%)
Value$250.3K (+$52.1K)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares2,616 from 2,586
Change+30 (+1%)
Value$248.6K (+$48.1K)
Filed 2026-10-16
Baron Wealth Management LLC
DECREASED
Shares2,606 from 2,677
Change-71 (-3%)
Value$247.7K (+$40.1K)
Filed 2026-10-27
JGP Wealth Management, LLC
NEW
Shares2,602
Change+2,602
Value$247.3K
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$247.0K (+$45.5K)
Filed 2026-11-02
Purewater Capital LLC
INCREASED
Shares2,583 from 2,581
Change+2 (+0%)
Value$245.5K (+$45.4K)
Filed 2026-10-23
Keating Investment Counselors Inc
NEW
Shares2,575
Change+2,575
Value$244.8K
Filed 2026-10-14
Interchange Capital Partners, LLC
NEW
Shares2,574
Change+2,574
Value$244.7K
Filed 2026-10-28
Hummer Financial Advisory Services Inc
NEW
Shares2,569
Change+2,569
Value$244.2K
Filed 2026-10-09
Schaper Benz & Wise Investment Counsel Inc
NEW
Shares2,565
Change+2,565
Value$243.8K
Filed 2026-10-09
Chatham Capital Group, Inc.
NEW
Shares2,550
Change+2,550
Value$242.4K
Filed 2026-10-16
Pavion Blue Capital, LLC
NEW
Shares2,549
Change+2,549
Value$242.3K
Filed 2026-11-05
Insight Wealth Strategies, LLC
NEW
Shares2,549
Change+2,549
Value$242.3K
Filed 2026-10-09
Abundance Wealth Counselors
NEW
Shares2,545
Change+2,545
Value$241.9K
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
NEW
Shares2,540
Change+2,540
Value$241.4K
Filed 2026-11-02
Hanson & Doremus Investment Management
DECREASED
Shares2,532 from 2,728
Change-196 (-7%)
Value$241 (-$211.8K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
NEW
Shares2,523
Change+2,523
Value$239.8K
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
NEW
Shares2,519
Change+2,519
Value$239.4K
Filed 2026-10-16
Beacon Financial Advisory LLC
NEW
Shares2,516
Change+2,516
Value$239.1K
Filed 2026-10-16
VAN Strum & Towne Inc.
NEW
Shares2,515
Change+2,515
Value$239.1K
Filed 2026-11-06
First Premier Bank
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$238 (+$44)
Filed 2026-10-13
Leonteq Securities AG
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$237.6K (+$43.8K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
NEW
Shares2,498
Change+2,498
Value$237.4K
Filed 2026-10-01
Sepio Capital, LP
DECREASED
Shares2,487 from 3,859
Change-1,372 (-36%)
Value$236.4K (-$62.8K)
Filed 2026-10-22
Essential Investment Partners LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$236.2K (+$43.5K)
Filed 2026-10-27
Austin Asset Management Co Inc
NEW
Shares2,464
Change+2,464
Value$234.2K
Filed 2026-10-29
Bensler, LLC
NEW
Shares2,464
Change+2,464
Value$234.2K
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares2,457 from 2,635
Change-178 (-7%)
Value$246.2K (+$31.7K)
Filed 2026-10-13
Barlow Wealth Partners, LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$239.2K (+$37.7K)
Filed 2026-10-15
August Group Capital Ltd
NEW
Shares2,442
Change+2,442
Value$232.1K
Filed 2026-10-14
Weaver Consulting Group
NEW
Shares2,439
Change+2,439
Value$231.8K
Filed 2026-10-07
Asset One Wealth Management LLC
NEW
Shares2,434
Change+2,434
Value$231.4K
Filed 2026-11-02
Stockman Wealth Management, Inc.
NEW
Shares2,430
Change+2,430
Value$231.0K
Filed 2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
NEW
Shares2,428
Change+2,428
Value$230.8K
Filed 2026-11-02
Embree Financial Group
NEW
Shares2,420
Change+2,420
Value$230.1K
Filed 2026-10-22
Community Financial Services Group, LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$231.3K (+$46.1K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
NEW
Shares2,410
Change+2,410
Value$229.1K
Filed 2026-11-03
CMG Global Holdings, LLC
NEW
Shares2,406
Change+2,406
Value$228.7K
Filed 2026-10-14
Pioneer Trust Bank N A
NEW
Shares2,400
Change+2,400
Value$228.1K
Filed 2026-11-06
Guyasuta Investment Advisors Inc
NEW
Shares2,400
Change+2,400
Value$228.1K
Filed 2026-10-15
Platt Wealth Management LLC
NEW
Shares2,400
Change+2,400
Value$228
Filed 2026-11-04
Lloyd Advisory Services, Llc.
NEW
Shares2,396
Change+2,396
Value$227.7K
Filed 2026-11-02
ARS Investment Partners, LLC
NEW
Shares2,395
Change+2,395
Value$227.6K
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares2,394 from 2,394
Change0 (0%)
Value$227.6K (+$41.9K)
Filed 2026-10-05
TT Capital Management LLC
NEW
Shares2,386
Change+2,386
Value$226.8K
Filed 2026-10-15
Marathon Strategic Advisors, LLC
NEW
Shares2,383
Change+2,383
Value$226.5K
Filed 2026-10-20
Kaufman Rossin Wealth, LLC
NEW
Shares2,383
Change+2,383
Value$226.5K
Filed 2026-10-19
Lazari Capital Management, Inc.
NEW
Shares2,373
Change+2,373
Value$225.6K
Filed 2026-10-20
First Business Financial Services, Inc.
NEW
Shares2,358
Change+2,358
Value$224.1K
Filed 2026-10-29
Legacy Wealth Management, LLC / MS
NEW
Shares2,357
Change+2,357
Value$224.0K
Filed 2026-10-30
CPA Asset Management Group, LLC
NEW
Shares2,356
Change+2,356
Value$223.9K
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$221.2K (+$40.7K)
Filed 2026-10-30
Compass Ion Advisors, LLC
NEW
Shares2,318
Change+2,318
Value$220.4K
Filed 2026-10-23
Signal Advisors Wealth, LLC
NEW
Shares2,315
Change+2,315
Value$220.1K
Filed 2026-10-13
Cornerstone Wealth Management, LLC
NEW
Shares2,308
Change+2,308
Value$219.4K
Filed 2026-11-04
Hudock, Inc.
NEW
Shares2,289
Change+2,289
Value$217.6K
Filed 2026-10-14
Cardinal Point Capital Management ULC
DECREASED
Shares2,286 from 3,080
Change-794 (-26%)
Value$217.3K (-$21.5K)
Filed 2026-10-21
Sulzberger Capital Advisors, Inc.
NEW
Shares2,284
Change+2,284
Value$217.1K
Filed 2026-10-20
Oarsman Capital, Inc.
NEW
Shares2,269
Change+2,269
Value$215.7K
Filed 2026-11-05
Curated Wealth Partners LLC
NEW
Shares2,266
Change+2,266
Value$215.4K
Filed 2026-10-15
Heritage Wealth Management, Inc.
NEW
Shares2,256
Change+2,256
Value$214.4K
Filed 2026-10-28
Ejmk Ventures LLC
NEW
Shares2,253
Change+2,253
Value$214.1K
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares2,246
Change+2,246
Value$213.5K
Filed 2026-10-28
Argus Investors' Counsel, Inc.
NEW
Shares2,242
Change+2,242
Value$213.1K
Filed 2026-10-09
Bdfs Capital LLC
NEW
Shares2,239
Change+2,239
Value$212.8K
Filed 2026-10-14
RHS Financial, LLC
DECREASED
Shares2,239 from 3,462
Change-1,223 (-35%)
Value$212.8K (-$55.6K)
Filed 2026-10-13
MW Advisory, LLC
NEW
Shares2,225
Change+2,225
Value$211.5K
Filed 2026-10-19
Global Assets Advisory, LLC
NEW
Shares2,224
Change+2,224
Value$215.4K
Filed 2026-10-28
Altfest L J & Co Inc
NEW
Shares2,223
Change+2,223
Value$211.2K
Filed 2026-10-27
Avail Investment Partners, LLC
NEW
Shares2,217
Change+2,217
Value$210.7K
Filed 2026-10-16
Mills Wealth Advisors LLC
NEW
Shares2,209
Change+2,209
Value$210.0K
Filed 2026-10-22
Oak Harvest Investment Services
NEW
Shares2,207
Change+2,207
Value$209.8K
Filed 2026-10-20
Red Mountain Financial, LLC
NEW
Shares2,204
Change+2,204
Value$209.4K
Filed 2026-11-03
Lantern Wealth Advisors, LLC
NEW
Shares2,200
Change+2,200
Value$209.1K
Filed 2026-10-22
Wealth Quarterback LLC
NEW
Shares2,199
Change+2,199
Value$209.1K
Filed 2026-10-20
Summit Wealth Group LLC / Co
NEW
Shares2,193
Change+2,193
Value$208.4K
Filed 2026-10-29
SevenBridge Financial Group, LLC
NEW
Shares2,187
Change+2,187
Value$230.8K
Filed 2026-10-26
Alpine Bank Wealth Management
DECREASED
Shares2,186 from 2,400
Change-214 (-9%)
Value$207.8K (+$21.7K)
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares2,168 from 2,164
Change+4 (+0%)
Value$206.1K (+$38.3K)
Filed 2026-10-30
Baker Tilly Wealth Management, LLC
NEW
Shares2,166
Change+2,166
Value$205.9K
Filed 2026-10-05
Laurel Wealth Advisors LLC
NEW
Shares2,165
Change+2,165
Value$205.8K
Filed 2026-10-27
Forza Wealth Management, LLC
NEW
Shares2,164
Change+2,164
Value$205.7K
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
NEW
Shares2,160
Change+2,160
Value$205.3K
Filed 2026-10-13
Avantax Planning Partners, Inc.
NEW
Shares2,157
Change+2,157
Value$205.0K
Filed 2026-11-03
Veery Capital, LLC
NEW
Shares2,152
Change+2,152
Value$204.5K
Filed 2026-10-07
Parkside Financial Bank & Trust
DECREASED
Shares2,147 from 2,307
Change-160 (-7%)
Value$204.1K (+$25.2K)
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares2,142 from 2,142
Change0 (0%)
Value$203 (-$165.8K)
Filed 2026-11-04
PFW Advisors LLC
DECREASED
Shares2,125 from 2,637
Change-512 (-19%)
Value$202.0K (-$2.5K)
Filed 2026-10-07
Jeppson Wealth Management, LLC
NEW
Shares2,122
Change+2,122
Value$201.7K
Filed 2026-10-20
Endowment Wealth Management, Inc.
DECREASED
Shares2,115 from 2,820
Change-705 (-25%)
Value$201.0K (-$17.6K)
Filed 2026-11-03
Salomon & Ludwin, LLC
INCREASED
Shares2,099 from 2,091
Change+8 (+0%)
Value$199.5K (+$39.4K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
DECREASED
Shares2,072 from 2,097
Change-25 (-1%)
Value$196.9K (+$34.3K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares2,071 from 1,402
Change+669 (+48%)
Value$196.8K (+$88.1K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$189.6K (+$36.6K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
DECREASED
Shares2,026 from 2,232
Change-206 (-9%)
Value$192.6K (+$19.5K)
Filed 2026-10-20
Boit C F David
NEW
Shares2,000
Change+2,000
Value$190.1K
Filed 2026-10-29
Noble Wealth Management PBC
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$179.3K (+$33.0K)
Filed 2026-10-01
Hilton Head Capital Partners, LLC
DECREASED
Shares1,862 from 1,933
Change-71 (-4%)
Value$176.9K (+$27.0K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$167.6K (+$30.9K)
Filed 2026-10-22
Bayforest Capital Ltd
NEW
Shares1,752
Change+1,752
Value$166.5K
Filed 2026-11-03
Compagnie Lombard Odier SCmA
DECREASED
Shares1,750 from 3,400
Change-1,650 (-49%)
Value$166.3K (-$97.3K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$163.5K (+$30.1K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares1,699
Change+1,699
Value$161.5K
Filed 2026-10-09
Southern Michigan Bank & Trust
DECREASED
Shares1,698 from 1,707
Change-9 (-1%)
Value$161.4K (+$29.0K)
Filed 2026-10-19
Mcdonald Partners LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$161.1K (+$29.7K)
Filed 2026-11-03
Bfsg, LLC
INCREASED
Shares1,647 from 1,619
Change+28 (+2%)
Value$156.5K (+$31.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares1,617 from 1,178
Change+439 (+37%)
Value$153.7K (+$62.4K)
Filed 2026-10-08
Winthrop Capital Management, LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$153.6K (+$28.6K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,521 from 1,521
Change0 (0%)
Value$144.6K (+$26.6K)
Filed 2026-10-22
Tsfg, LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$142 (-$115.9K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares1,471 from 1,092
Change+379 (+35%)
Value$139.8K (+$55.1K)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares1,471 from 1,474
Change-3 (0%)
Value$139.8K (+$25.5K)
Filed 2026-10-08
Acropolis Investment Management, LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$139.2K (+$25.7K)
Filed 2026-10-08
Alta Capital Management LLC/
NEW
Shares1,431
Change+1,431
Value$136.0K
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares1,350 from 1,300
Change+50 (+4%)
Value$128.3K (+$27.5K)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$125.8K (+$23.2K)
Filed 2026-10-21
Summit Securities Group LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$123.6K (+$22.8K)
Filed 2026-11-05
City State Bank
INCREASED
Shares1,291 from 1,230
Change+61 (+5%)
Value$122.7K (+$27.3K)
Filed 2026-10-20
Manchester Capital Management LLC
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$115.7K (+$21.3K)
Filed 2026-10-22
Clean Yield Group
INCREASED
Shares1,200 from 930
Change+270 (+29%)
Value$114.1K (+$41.9K)
Filed 2026-10-28
Madden Securities Corp
NEW
Shares1,172
Change+1,172
Value$111.4K
Filed 2026-10-27
True Wealth Design, LLC
INCREASED
Shares1,165 from 552
Change+613 (+111%)
Value$110.7K (+$67.9K)
Filed 2026-10-13
Key FInancial Inc
INCREASED
Shares1,145 from 941
Change+204 (+22%)
Value$108.8K (+$35.9K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$108.8K (+$20.0K)
Filed 2026-10-13
West Branch Capital LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$108.3K (+$19.9K)
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares1,135 from 1,035
Change+100 (+10%)
Value$107.9K (+$26.5K)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares1,073 from 1,065
Change+8 (+1%)
Value$102.0K (+$19.4K)
Filed 2026-10-01
Physician Wealth Advisors, Inc.
INCREASED
Shares1,069 from 933
Change+136 (+15%)
Value$101.6K (+$29.3K)
Filed 2026-10-20
City Holding Co
DECREASED
Shares1,038 from 1,058
Change-20 (-2%)
Value$98.7K (+$16.6K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares1,027 from 828
Change+199 (+24%)
Value$97.6K (+$33.4K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares1,022 from 1,028
Change-6 (-1%)
Value$97.2K (+$17.5K)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares1,000 from 2,000
Change-1,000 (-50%)
Value$95.1K (-$60.0K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
INCREASED
Shares999 from 733
Change+266 (+36%)
Value$95.0K (+$38.1K)
Filed 2026-10-09
Asset Dedication, LLC
DECREASED
Shares996 from 1,177
Change-181 (-15%)
Value$94.7K (+$3.4K)
Filed 2026-11-03
Elyxium Wealth, LLC
NEW
Shares990
Change+990
Value$94.1K
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$90.4K (+$16.7K)
Filed 2026-10-22
Fairscale Capital, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$100.0K (+$28.7K)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$84.7K (+$15.6K)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares888
Change+888
Value$84.4K
Filed 2026-10-27
Union Savings Bank
DECREASED
Shares881 from 1,004
Change-123 (-12%)
Value$83.7K (+$5.9K)
Filed 2026-10-14
Nfsg Corp
INCREASED
Shares853 from 509
Change+344 (+68%)
Value$81.1K (+$41.6K)
Filed 2026-10-15
Citizens National Bank Trust Department
DECREASED
Shares847 from 1,047
Change-200 (-19%)
Value$80.5K (-$677)
Filed 2026-11-04
First Bancorp, Inc
INCREASED
Shares845 from 821
Change+24 (+3%)
Value$80.3K (+$16.7K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$62.0K ($0)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares798 from 793
Change+5 (+1%)
Value$76 (-$18.0K)
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$75.8K (+$14.0K)
Filed 2026-10-26
Gen-Wealth Partners Inc
INCREASED
Shares792 from 108
Change+684 (+633%)
Value$75.3K (+$66.9K)
Filed 2026-11-04
Bank of New Hampshire
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$75.2K (+$13.9K)
Filed 2026-10-06
Brown, Lisle Ings, Inc.
INCREASED
Shares770 from 270
Change+500 (+185%)
Value$73.2K (+$52.3K)
Filed 2026-10-16
Proathlete Wealth Management LLC
NEW
Shares764
Change+764
Value$72.6K
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$70.4K (+$13.0K)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares734 from 694
Change+40 (+6%)
Value$70.6K (+$16.8K)
Filed 2026-11-02
Ares Financial Consulting, LLC
DECREASED
Shares733 from 747
Change-14 (-2%)
Value$69.6K (+$11.7K)
Filed 2026-10-19
Albion Financial Group
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$66.7K (+$12.3K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares695
Change+695
Value$66.1K
Filed 2026-10-13
Lynch Investment Planning, LLC
NEW
Shares689
Change+689
Value$65.5K
Filed 2026-10-27
CX Institutional
INCREASED
Shares673 from 131
Change+542 (+414%)
Value$64 (+$54)
Filed 2026-10-02
Evermay Wealth Management LLC
INCREASED
Shares622 from 617
Change+5 (+1%)
Value$59.1K (+$11.3K)
Filed 2026-11-05
Axiom Investment Management LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$58.5K (+$10.8K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares610 from 503
Change+107 (+21%)
Value$58.0K (+$18.9K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
NEW
Shares600
Change+600
Value$57.0K
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$57.0K (+$10.5K)
Filed 2026-10-26
Guardian Partners Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$57.0K (+$10.5K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$57.0K (+$10.5K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares584 from 463
Change+121 (+26%)
Value$55.5K (+$19.6K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$54 (-$43.9K)
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares561
Change+561
Value$53.3K
Filed 2026-10-27
Winch Advisory Services, LLC
INCREASED
Shares548 from 543
Change+5 (+1%)
Value$52.1K (+$9.9K)
Filed 2026-11-06
West Financial Advisors, LLC
NEW
Shares546
Change+546
Value$51.9K
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares532 from 392
Change+140 (+36%)
Value$50.6K (+$20.2K)
Filed 2026-10-29
KFG LLC
NEW
Shares513
Change+513
Value$48.8K
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares511 from 904
Change-393 (-43%)
Value$48.6K (-$21.5K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$47.9K (+$8.8K)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$47.5K (+$8.8K)
Filed 2026-10-21
Towne Trust Company, N.a
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$47.5K (+$8.8K)
Filed 2026-10-28
Fortis Group Advisors, LLC
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$46.8K (+$8.6K)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$46.7K (+$8.6K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares478 from 303
Change+175 (+58%)
Value$45.5K (+$21.9K)
Filed 2026-10-07
Fortitude Family Office, LLC
INCREASED
Shares476 from 450
Change+26 (+6%)
Value$45.2K (+$10.4K)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$45.1K (+$8.3K)
Filed 2026-10-07
Abound Wealth Management
INCREASED
Shares470 from 345
Change+125 (+36%)
Value$44.6K (+$17.9K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$44.2K (+$8.1K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$44.1K (+$8.1K)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$42.1K (+$7.8K)
Filed 2026-10-23
Community Bank, N.A.
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$41.8K (+$7.7K)
Filed 2026-11-06
First Pacific Financial
DECREASED
Shares419 from 486
Change-67 (-14%)
Value$39.8K (+$2.1K)
Filed 2026-10-14
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$38.7K (+$7.1K)
Filed 2026-10-08
Navigoe, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$38 (+$7)
Filed 2026-11-04
Y.D. More Investments Ltd
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$38.0K (+$7.0K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares396
Change+396
Value$37.7K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares396
Change+396
Value$37.6K
Filed 2026-11-04
Byrne Asset Management LLC
INCREASED
Shares394 from 64
Change+330 (+516%)
Value$37.7K (+$32.7K)
Filed 2026-10-06
Pflug Koory, LLC
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$37.3K (+$6.9K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares376 from 217
Change+159 (+73%)
Value$36.0K (+$19.3K)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW
Shares372
Change+372
Value$35.4K
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares349
Change+349
Value$33.1K
Filed 2026-10-28
StrongBox Wealth, LLC
INCREASED
Shares349 from 330
Change+19 (+6%)
Value$33.2K (+$7.6K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
INCREASED
Shares338 from 309
Change+29 (+9%)
Value$32.1K (+$8.2K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$32.1K (+$5.9K)
Filed 2026-11-03
Financial Consulate, Inc
INCREASED
Shares327 from 289
Change+38 (+13%)
Value$31.1K (+$8.7K)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares324 from 291
Change+33 (+11%)
Value$30.8K (+$8.2K)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$30.8K (+$5.7K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$30.3K (+$5.6K)
Filed 2026-11-02
Wealth Analytics Partners, LLC
NEW
Shares303
Change+303
Value$28.8K
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares301 from 259
Change+42 (+16%)
Value$28.6K (+$8.5K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$28.5K (+$5.3K)
Filed 2026-10-30
WPG Advisers, LLC
INCREASED
Shares294 from 292
Change+2 (+1%)
Value$27.9K (+$5.3K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares261 from 16
Change+245 (+1531%)
Value$24.8K (+$23.5K)
Filed 2026-10-28
Nemes Rush Group LLC
DECREASED
Shares261 from 304
Change-43 (-14%)
Value$24.8K (+$1.2K)
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares257 from 209
Change+48 (+23%)
Value$24.4K (+$8.2K)
Filed 2026-10-28
First United Bank & Trust
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$22.8K (+$4.2K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$22.1K (+$4.1K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$21.8K (+$4.0K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares223 from 221
Change+2 (+1%)
Value$21.2K (+$4.1K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$21.1K (+$3.9K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$20.7K (+$3.8K)
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares207
Change+207
Value$20.1K
Filed 2026-10-13
Maseco LLP
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$19.4K (+$3.6K)
Filed 2026-10-27
Security National Bank
DECREASED
Shares200 from 332
Change-132 (-40%)
Value$19.0K (-$6.7K)
Filed 2026-10-26
Kentucky Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.0K (+$3.5K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares167 from 164
Change+3 (+2%)
Value$15.9K (+$3.2K)
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$15.8K (+$2.9K)
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$15.7K (+$2.9K)
Filed 2026-10-19
RMG Wealth Management LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$17.3K (+$2.6K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares162 from 191
Change-29 (-15%)
Value$15.4K (+$530)
Filed 2026-10-16
Markowski Investments
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$15.3K (+$2.8K)
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares160 from 147
Change+13 (+9%)
Value$15.2K (+$3.8K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares154
Change+154
Value$14.6K
Filed 2026-10-19
McCarley & Cook Financial Planners
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$14.3K (+$2.6K)
Filed 2026-10-21
Essential Partners LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$14.1K (+$2.6K)
Filed 2026-10-14
Main Street Group, LTD
INCREASED
Shares139 from 83
Change+56 (+67%)
Value$13.2K (+$6.8K)
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$13.2K (+$2.4K)
Filed 2026-10-16
NBH Bank
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$12.9K (+$2.4K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$12.8K (+$2.4K)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares130 from 129
Change+1 (+1%)
Value$12.4K (+$2.4K)
Filed 2026-10-19
Godsey & Gibb, Inc
INCREASED
Shares129 from 100
Change+29 (+29%)
Value$12.3K (+$4.5K)
Filed 2026-10-14
GoalVest Advisory LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$12.3K (+$2.3K)
Filed 2026-10-02
MV Capital Management, Inc.
INCREASED
Shares127 from 122
Change+5 (+4%)
Value$12.1K (+$2.6K)
Filed 2026-10-29
Yankcom Partnership
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$11.6K (+$2.1K)
Filed 2026-10-15
Planning Strategies Inc.
NEW
Shares119
Change+119
Value$11.3K
Filed 2026-10-02
Gilpin Wealth Management, LLC
NEW
Shares118
Change+118
Value$11.2K
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$10.8K (+$2.0K)
Filed 2026-10-23
MB, Levis & Associates, LLC
INCREASED
Shares112 from 111
Change+1 (+1%)
Value$10.7K (+$2.0K)
Filed 2026-10-16
Toth Financial Advisory Corp
NEW
Shares105
Change+105
Value$10.0K
Filed 2026-10-08
Elevation Wealth Partners, LLC
NEW
Shares103
Change+103
Value$9.8K
Filed 2026-10-07
Bare Financial Services, Inc
DECREASED
Shares102 from 193
Change-91 (-47%)
Value$9.7K (-$5.3K)
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.5K (+$1.8K)
Filed 2026-10-30
Breakwater Investment Management
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$9.1K (+$1.7K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares90 from 25
Change+65 (+260%)
Value$8.6K (+$6.6K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares89 from 64
Change+25 (+39%)
Value$8.5K (+$3.5K)
Filed 2026-10-29
Valued Wealth Advisors LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$8.5K (+$1.6K)
Filed 2026-11-05
Fiduciary Advisors, Inc.
NEW
Shares85
Change+85
Value$8.1K
Filed 2026-10-16
Gleason Group, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7.9K (+$1.5K)
Filed 2026-10-15
Syntax Research, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7.9K (+$1.5K)
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.6K (+$1.2K)
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares67 from 11
Change+56 (+509%)
Value$6.4K (+$5.5K)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$6.3K (+$1.2K)
Filed 2026-10-07
Piscataqua Savings Bank
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$6.3K (+$1.2K)
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.9K (+$1.1K)
Filed 2026-11-04
Mascoma Wealth Management LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.1K (+$946)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.8K (+$876)
Filed 2026-10-16
Pacifica Partners Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.8K (+$880)
Filed 2026-10-09
Covestor Ltd
DECREASED
Shares49 from 50
Change-1 (-2%)
Value$5 (+$1)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$4.5K (+$822)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.3K (+$784)
Filed 2026-10-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.2K (+$771)
Filed 2026-10-21
West Paces Advisors Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.3K (+$613)
Filed 2026-10-13
John Boyer, Inc.
NEW
Shares33
Change+33
Value$3.2K
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.1K (+$578)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares32
Change+32
Value$3.0K
Filed 2026-10-27
Center for Financial Planning, Inc.
NEW
Shares32
Change+32
Value$3.0K
Filed 2026-10-26
Horrell Capital Management, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.0K (+$561)
Filed 2026-10-08
Nvest Wealth Strategies, Inc.
INCREASED
Shares30 from 15
Change+15 (+100%)
Value$2.9K (+$1.7K)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.7K (+$676)
Filed 2026-10-16
Fairway Wealth LLC
NEW
Shares20
Change+20
Value$1.9K
Filed 2026-10-30
Atwood & Palmer Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (+$262)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
NEW
Shares10
Change+10
Value$951
Filed 2026-10-23
Hughes Financial Services, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$969 (+$271)
Filed 2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$96 (+$18)
Filed 2026-10-28
Ldic Inc.
CLOSED
Shares0 from 63,844
Change-63,844 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-14
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 21,058
Change-21,058 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Imc-Chicago, LLC
CLOSED
Shares0 from 20,344
Change-20,344 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 6,651
Change-6,651 (-100%)
Value$0 (-$515.7K)
Filed 2026-10-20
Apeiron RIA LLC
CLOSED
Shares0 from 6,524
Change-6,524 (-100%)
Value$0 (-$333.8K)
Filed 2026-10-08
R Squared Ltd
CLOSED
Shares0 from 6,266
Change-6,266 (-100%)
Value$0 (-$485.9K)
Filed 2026-11-06
SFG Wealth Management, Llc.
CLOSED
Shares0 from 5,711
Change-5,711 (-100%)
Value$0 (-$442.8K)
Filed 2026-10-23
Saxon Interests, Inc.
CLOSED
Shares0 from 4,816
Change-4,816 (-100%)
Value$0 (-$373.4K)
Filed 2026-10-26
Rahlfs Capital, LLC
CLOSED
Shares0 from 4,777
Change-4,777 (-100%)
Value$0 (-$370.4K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
CLOSED
Shares0 from 4,646
Change-4,646 (-100%)
Value$0 (-$360.3K)
Filed 2026-10-23
TritonPoint Partners, LLC
CLOSED
Shares0 from 4,255
Change-4,255 (-100%)
Value$0 (-$329.9K)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 3,910
Change-3,910 (-100%)
Value$0 (-$303.2K)
Filed 2026-11-03
Riverbridge Partners LLC
CLOSED
Shares0 from 3,278
Change-3,278 (-100%)
Value$0 (-$254.2K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 3,021
Change-3,021 (-100%)
Value$0 (-$202.2K)
Filed 2026-11-02
Elevated Private Wealth, LLC
CLOSED
Shares0 from 2,823
Change-2,823 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-15
Impact Capital Partners LLC
CLOSED
Shares0 from 2,687
Change-2,687 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,899
Change-1,899 (-100%)
Value$0 (-$147.3K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,222
Change-1,222 (-100%)
Value$0 (-$107.3K)
Filed 2026-10-16
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$86.7K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 962
Change-962 (-100%)
Value$0 (-$74.6K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$67.4K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$51.3K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$33.5K)
Filed 2026-10-22
Robinswood Financial LLC
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$30.5K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$19)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$10.7K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-15
United Financial Planning Group LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-04
Peterson Wealth Services
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-05
CKW Financial Group
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$775)
Filed 2026-10-06
Horizon Financial Services, LLC
DECREASED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-04
FMR LLC
N/A
Shares— from 87,332,346
Change-87,332,346 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,779,129
Change-10,779,129 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,560,692
Change-10,560,692 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,835,553
Change-9,835,553 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 8,847,436
Change-8,847,436 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 8,013,792
Change-8,013,792 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,709,715
Change-7,709,715 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 6,727,122
Change-6,727,122 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,697,185
Change-6,697,185 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 6,199,706
Change-6,199,706 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,732,160
Change-5,732,160 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,437,144
Change-5,437,144 (-100%)
Value—
WGI DM, LLC
N/A
Shares— from 4,106,198
Change-4,106,198 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,886,862
Change-3,886,862 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,869,875
Change-3,869,875 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 3,306,805
Change-3,306,805 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,180,213
Change-3,180,213 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,105,170
Change-3,105,170 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 2,810,624
Change-2,810,624 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,769,712
Change-2,769,712 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,695,452
Change-2,695,452 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,633,066
Change-2,633,066 (-100%)
Value—
Standard Investments LLC
N/A
Shares— from 2,450,000
Change-2,450,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,448,386
Change-2,448,386 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,352,694
Change-2,352,694 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,299,213
Change-2,299,213 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,158,127
Change-2,158,127 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 2,127,279
Change-2,127,279 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,093,979
Change-2,093,979 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,039,770
Change-2,039,770 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,980,468
Change-1,980,468 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,897,604
Change-1,897,604 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,865,266
Change-1,865,266 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,858,028
Change-1,858,028 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,749,938
Change-1,749,938 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,648,969
Change-1,648,969 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,630,273
Change-1,630,273 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,629,520
Change-1,629,520 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,526,163
Change-1,526,163 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,283,528
Change-1,283,528 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,157,279
Change-1,157,279 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,137,547
Change-1,137,547 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,105,930
Change-1,105,930 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,073,265
Change-1,073,265 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,071,813
Change-1,071,813 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 919,396
Change-919,396 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 871,926
Change-871,926 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 840,770
Change-840,770 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 817,200
Change-817,200 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 776,654
Change-776,654 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 740,219
Change-740,219 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 681,430
Change-681,430 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 680,852
Change-680,852 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 680,466
Change-680,466 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 676,603
Change-676,603 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 660,042
Change-660,042 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 647,668
Change-647,668 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 643,152
Change-643,152 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 592,960
Change-592,960 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 586,039
Change-586,039 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 583,688
Change-583,688 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 579,179
Change-579,179 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 560,008
Change-560,008 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 536,148
Change-536,148 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 526,094
Change-526,094 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 523,824
Change-523,824 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 496,897
Change-496,897 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 480,927
Change-480,927 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 464,889
Change-464,889 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 461,152
Change-461,152 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 448,464
Change-448,464 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 445,750
Change-445,750 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 433,623
Change-433,623 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 421,015
Change-421,015 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 412,674
Change-412,674 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 407,847
Change-407,847 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 385,622
Change-385,622 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 379,130
Change-379,130 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 369,150
Change-369,150 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 360,670
Change-360,670 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 357,942
Change-357,942 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 355,545
Change-355,545 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 349,307
Change-349,307 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 345,744
Change-345,744 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 331,800
Change-331,800 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 325,369
Change-325,369 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 322,268
Change-322,268 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 313,715
Change-313,715 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 306,561
Change-306,561 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 293,932
Change-293,932 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 290,199
Change-290,199 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 289,260
Change-289,260 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 289,177
Change-289,177 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 264,050
Change-264,050 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 256,585
Change-256,585 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 251,147
Change-251,147 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 243,454
Change-243,454 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 232,094
Change-232,094 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 228,036
Change-228,036 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 226,292
Change-226,292 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 225,511
Change-225,511 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 222,107
Change-222,107 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 213,476
Change-213,476 (-100%)
Value—
Commerce Bank
N/A
Shares— from 211,067
Change-211,067 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 210,394
Change-210,394 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 201,036
Change-201,036 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 200,072
Change-200,072 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 199,937
Change-199,937 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 194,216
Change-194,216 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 194,088
Change-194,088 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 188,220
Change-188,220 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 187,899
Change-187,899 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 185,752
Change-185,752 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 184,687
Change-184,687 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 182,833
Change-182,833 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 181,100
Change-181,100 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 173,215
Change-173,215 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 165,033
Change-165,033 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 164,417
Change-164,417 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 164,192
Change-164,192 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 160,073
Change-160,073 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 146,446
Change-146,446 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 144,834
Change-144,834 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 139,235
Change-139,235 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 138,306
Change-138,306 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 137,309
Change-137,309 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 133,691
Change-133,691 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 133,184
Change-133,184 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 131,451
Change-131,451 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 131,342
Change-131,342 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 131,161
Change-131,161 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 131,024
Change-131,024 (-100%)
Value—
Capital International Investors
N/A
Shares— from 130,818
Change-130,818 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 128,582
Change-128,582 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116,520
Change-116,520 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 116,486
Change-116,486 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 115,770
Change-115,770 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 113,750
Change-113,750 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 111,184
Change-111,184 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 109,361
Change-109,361 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 108,558
Change-108,558 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 108,250
Change-108,250 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 106,278
Change-106,278 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 105,494
Change-105,494 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 103,309
Change-103,309 (-100%)
Value—
&partners
N/A
Shares— from 100,641
Change-100,641 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 98,222
Change-98,222 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 96,767
Change-96,767 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 95,927
Change-95,927 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 94,085
Change-94,085 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 92,429
Change-92,429 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 92,184
Change-92,184 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 91,447
Change-91,447 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 91,288
Change-91,288 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 90,680
Change-90,680 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 90,405
Change-90,405 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 89,858
Change-89,858 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 89,268
Change-89,268 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 86,106
Change-86,106 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 85,592
Change-85,592 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 84,239
Change-84,239 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 82,399
Change-82,399 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 79,883
Change-79,883 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 77,916
Change-77,916 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 77,590
Change-77,590 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 76,951
Change-76,951 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 74,661
Change-74,661 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 73,829
Change-73,829 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 73,317
Change-73,317 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 70,481
Change-70,481 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 70,331
Change-70,331 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 70,076
Change-70,076 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 65,340
Change-65,340 (-100%)
Value—
Capital World Investors
N/A
Shares— from 64,241
Change-64,241 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 63,920
Change-63,920 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 57,810
Change-57,810 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 57,632
Change-57,632 (-100%)
Value—
Blair William & Co
N/A
Shares— from 57,588
Change-57,588 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 57,229
Change-57,229 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 57,072
Change-57,072 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 57,001
Change-57,001 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 56,587
Change-56,587 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 55,352
Change-55,352 (-100%)
Value—
Stephens Inc
N/A
Shares— from 55,117
Change-55,117 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 54,698
Change-54,698 (-100%)
Value—
Dodge & COX
N/A
Shares— from 54,269
Change-54,269 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 53,782
Change-53,782 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 52,770
Change-52,770 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 52,609
Change-52,609 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 52,594
Change-52,594 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,352
Change-52,352 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 52,083
Change-52,083 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 51,484
Change-51,484 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 50,957
Change-50,957 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 49,259
Change-49,259 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 47,775
Change-47,775 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 47,664
Change-47,664 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 44,507
Change-44,507 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,299
Change-43,299 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 43,058
Change-43,058 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 42,854
Change-42,854 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 42,654
Change-42,654 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 42,626
Change-42,626 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 42,321
Change-42,321 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 42,146
Change-42,146 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 41,997
Change-41,997 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 41,632
Change-41,632 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 40,700
Change-40,700 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,546
Change-40,546 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 40,165
Change-40,165 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 39,026
Change-39,026 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 38,544
Change-38,544 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 38,317
Change-38,317 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 37,461
Change-37,461 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 37,272
Change-37,272 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,845
Change-36,845 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 36,549
Change-36,549 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 35,959
Change-35,959 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 35,924
Change-35,924 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 34,448
Change-34,448 (-100%)
Value—
State Street Corp
N/A
Shares— from 34,376
Change-34,376 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 33,832
Change-33,832 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 33,246
Change-33,246 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 33,062
Change-33,062 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 32,971
Change-32,971 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 32,890
Change-32,890 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 32,604
Change-32,604 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 32,536
Change-32,536 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 32,522
Change-32,522 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 32,114
Change-32,114 (-100%)
Value—
Bank OZK
N/A
Shares— from 31,749
Change-31,749 (-100%)
Value—
Simmons Bank
N/A
Shares— from 31,149
Change-31,149 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 31,135
Change-31,135 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 30,698
Change-30,698 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 30,526
Change-30,526 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 29,903
Change-29,903 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,356
Change-29,356 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 29,281
Change-29,281 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 29,095
Change-29,095 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 28,955
Change-28,955 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 27,644
Change-27,644 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 27,144
Change-27,144 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,021
Change-27,021 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 26,936
Change-26,936 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 26,694
Change-26,694 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,675
Change-26,675 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 26,621
Change-26,621 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 26,510
Change-26,510 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 26,458
Change-26,458 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 25,294
Change-25,294 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 25,286
Change-25,286 (-100%)
Value—
Altrafin AG
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,859
Change-23,859 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 23,788
Change-23,788 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 23,761
Change-23,761 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,297
Change-23,297 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 22,695
Change-22,695 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 22,671
Change-22,671 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 22,384
Change-22,384 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 22,259
Change-22,259 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,196
Change-22,196 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 22,086
Change-22,086 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 21,597
Change-21,597 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 21,298
Change-21,298 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 20,989
Change-20,989 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 20,977
Change-20,977 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 20,869
Change-20,869 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,833
Change-20,833 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 20,774
Change-20,774 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 20,766
Change-20,766 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 20,713
Change-20,713 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 19,074
Change-19,074 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 19,038
Change-19,038 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,755
Change-18,755 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 18,542
Change-18,542 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 18,532
Change-18,532 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,391
Change-18,391 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 18,306
Change-18,306 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 18,276
Change-18,276 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 17,978
Change-17,978 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 17,790
Change-17,790 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 17,790
Change-17,790 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,745
Change-17,745 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 17,622
Change-17,622 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
CSS LLC
N/A
Shares— from 17,211
Change-17,211 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,148
Change-17,148 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 16,814
Change-16,814 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 16,623
Change-16,623 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,604
Change-16,604 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 16,479
Change-16,479 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,432
Change-16,432 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 15,973
Change-15,973 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 15,924
Change-15,924 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,661
Change-15,661 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 15,478
Change-15,478 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,184
Change-15,184 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 15,133
Change-15,133 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 14,923
Change-14,923 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,699
Change-14,699 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,501
Change-14,501 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,670
Change-13,670 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,958
Change-12,958 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 12,947
Change-12,947 (-100%)
Value—
Motco
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,849
Change-12,849 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 12,688
Change-12,688 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 12,356
Change-12,356 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 12,035
Change-12,035 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 11,964
Change-11,964 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,937
Change-11,937 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 11,935
Change-11,935 (-100%)
Value—
Summitry LLC
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,752
Change-11,752 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 11,689
Change-11,689 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 11,675
Change-11,675 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,404
Change-11,404 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,399
Change-11,399 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 11,372
Change-11,372 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,349
Change-11,349 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 11,197
Change-11,197 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,158
Change-11,158 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 11,021
Change-11,021 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10,981
Change-10,981 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 10,868
Change-10,868 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,720
Change-10,720 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,524
Change-10,524 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 10,251
Change-10,251 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 9,621
Change-9,621 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,444
Change-9,444 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,344
Change-9,344 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,638
Change-8,638 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 8,393
Change-8,393 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 8,333
Change-8,333 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 7,863
Change-7,863 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 7,469
Change-7,469 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,741
Change-6,741 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 6,328
Change-6,328 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 5,808
Change-5,808 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 914
Change-914 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 796
Change-796 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 753
Change-753 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 739
Change-739 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 675
Change-675 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 632
Change-632 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 624
Change-624 (-100%)
Value—
FIL Ltd
N/A
Shares— from 617
Change-617 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 517
Change-517 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 463
Change-463 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 248
Change-248 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 245
Change-245 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 226
Change-226 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Centennial Bank
N/A
Shares— from 215
Change-215 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 139
Change-139 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 98
Change-98 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 80
Change-80 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 62
Change-62 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 36
Change-36 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED27,331,03627,633,155-302,119-1%$2.1B$2.6B+$455.1M2026-11-06
Dimensional Fund Advisors LP
INCREASED26,519,84225,363,810+1,156,032+5%$2.0B$2.5B+$554.1M2026-11-04
Pzena Investment Management LLC
DECREASED2,513,5072,581,244-67,737-3%$200.1M$238.9M+$38.8M2026-10-30
MacKenzie Financial Corp
INCREASED1,580,4591,510,268+70,191+5%$117.1M$150.2M+$33.1M2026-11-02
Mondrian Investment Partners LTD
DECREASED1,298,0811,617,230-319,149-20%$125.4M$123.4M-$2.0M2026-10-23
Todd Asset Management LLC
INCREASED1,105,8201,043,948+61,872+6%$80.9M$105.1M+$24.2M2026-10-27
Equity Investment Corp
DECREASED1,032,4281,063,701-31,273-3%$82.5M$98.1M+$15.7M2026-11-04
LPL Financial LLC
INCREASED950,615931,658+18,957+2%$72.2M$90.4M+$18.1M2026-11-06
PNC Financial Services Group, Inc.
INCREASED680,018671,714+8,304+1%$52.1M$64.6M+$12.6M2026-11-06
American Assets Investment Management, LLC
UNCHANGED651,000651,00000%$50.5M$61.9M+$11.4M2026-10-30
Bank of New York Mellon Corp
INCREASED612,024585,869+26,155+4%$45.4M$58.2M+$12.7M2026-11-05
Creative Planning
INCREASED591,364522,270+69,094+13%$40.5M$56.2M+$15.7M2026-11-02
Carrhae Capital LLP
NEW567,748—+567,748——$54.0M—2026-10-20
Citigroup Inc
INCREASED564,13449,433+514,701+1041%$3.8M$53.6M+$49.8M2026-11-04
Russell Investments Group, Ltd.
DECREASED524,741693,995-169,254-24%$53.8M$49.9M-$3.9M2026-11-06
Penn Davis Mcfarland Inc
INCREASED490,102489,575+527+0%$38.0M$46.6M+$8.6M2026-10-23
Everett Harris & Co
INCREASED462,956451,859+11,097+2%$35.0M$44.0M+$9.0M2026-10-28
Kornitzer Capital Management Inc
INCREASED432,617420,018+12,599+3%$32.6M$41.1M+$8.6M2026-11-03
Capricorn Fund Managers Ltd
DECREASED400,000459,200-59,200-13%$35.6M$38.0M+$2.4M2026-11-03
US Bancorp \de\
DECREASED337,273352,578-15,305-4%$27.3M$32.1M+$4.7M2026-11-05
Henshaw Capital LLC
DECREASED312,842333,572-20,730-6%$25.1M$29.7M+$4.7M2026-11-03
Willis Investment Counsel
INCREASED300,089292,008+8,081+3%$22.6M$28.5M+$5.9M2026-10-20
Commonwealth Equity Services, LLC
DECREASED260,952263,974-3,022-1%$20.5M$24.8M+$4.3M2026-11-02
Americana Partners, LLC
INCREASED247,641246,248+1,393+1%$19.1M$23.5M+$4.4M2026-10-28
Grandfield & Dodd, LLC
DECREASED244,727245,474-7470%$19.0M$23.3M+$4.2M2026-10-29
Anchor Capital Advisors LLC
DECREASED221,109235,851-14,742-6%$18.3M$21.0M+$2.7M2026-11-05
Douglas Lane & Associates, LLC
DECREASED212,329220,896-8,567-4%$17.1M$20.2M+$3.1M2026-10-09
Sapient Capital LLC
DECREASED209,444210,264-8200%$16.3M$19.9M+$3.6M2026-10-08
Allied Investment Advisors, LLC
INCREASED206,455204,343+2,112+1%$15.8M$19.6M+$3.8M2026-10-13
Davenport & Co LLC
DECREASED205,276212,240-6,964-3%$16.5M$19.5M+$3.1M2026-10-14
Crossmark Global Holdings, Inc.
DECREASED180,186181,261-1,075-1%$14.1M$17.1M+$3.1M2026-10-21
Truist Financial Corp
INCREASED177,462175,250+2,212+1%$13.6M$16.9M+$3.3M2026-10-30
Viking Fund Management LLC
UNCHANGED172,000172,00000%$13.3M$16.3M+$3.0M2026-10-14
Savant Capital, LLC
INCREASED170,300114,700+55,600+48%$10.1M$16.2M+$6.1M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED170,150147,976+22,174+15%$12.0M$16.8M+$4.8M2026-10-13
Evergreen Capital Management LLC
DECREASED169,973171,516-1,543-1%$13.3M$16.2M+$2.9M2026-10-23
D.A. Davidson & Co.
INCREASED168,701150,964+17,737+12%$11.7M$16.0M+$4.3M2026-10-28
Adell Harriman & Carpenter Inc
INCREASED164,715158,258+6,457+4%$12.3M$15.7M+$3.4M2026-11-02
Eldred Rock Partners, LLC
INCREASED164,472163,231+1,241+1%$12.7M$15.6M+$3.0M2026-10-13
Edgemoor Investment Advisors, Inc.
DECREASED158,149159,299-1,150-1%$12.4M$15.0M+$2.7M2026-11-03
Euro Pacific Asset Management, LLC
DECREASED157,944159,744-1,800-1%$4.3K$15.0M+$15.0M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED152,961141,187+11,774+8%$10.9M$14.5K-$10.9M2026-11-02
Oppenheimer Asset Management Inc.
DECREASED149,569159,012-9,443-6%$12.3M$14.2M+$1.9M2026-10-27
Nixon Peabody Trust Co
INCREASED149,156148,781+375+0%$11.5M$14.2M+$2.6M2026-10-23
ABC Arbitrage SA
DECREASED147,155378,254-231,099-61%$29.3M$14.0M-$15.3M2026-10-23
Woodstock Corp
DECREASED146,310146,785-4750%$11.4M$13.9M+$2.5M2026-10-13
Wedge Capital Management L L P
DECREASED141,720148,990-7,270-5%$11.6M$13.5M+$1.9M2026-10-13
TD Waterhouse Canada Inc.
INCREASED132,119126,557+5,562+4%$9.7M$12.6M+$2.9M2026-10-16
Cohen Klingenstein LLC
UNCHANGED126,578126,57800%$9.8M$12.0M+$2.2M2026-10-15
Prospera Financial Services Inc
DECREASED113,718130,663-16,945-13%$10.1M$12.4M+$2.2M2026-11-04
Kestra Advisory Services, LLC
INCREASED110,933100,359+10,574+11%$7.8M$10.5M+$2.8M2026-11-02
Augustine Asset Management Inc
DECREASED109,240110,138-898-1%$8.5M$10.4M+$1.8M2026-10-13
Willis Johnson Wealth, Inc.
DECREASED103,588128,680-25,092-19%$10.0M$9.8M-$131.8K2026-11-03
Keybank National Association
INCREASED103,534100,281+3,253+3%$7.8M$9.8M+$2.1M2026-11-04
Eagle Global Advisors LLC
DECREASED102,943103,040-970%$8.0M$9.8M+$1.8M2026-11-02
Quadrant Capital Group LLC
DECREASED101,441102,049-608-1%$7.9M$10.4M+$2.5M2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED100,98798,748+2,239+2%$7.7M$9.6M+$1.9M2026-10-21
Eastover Investment Advisors LLC
INCREASED99,49699,175+321+0%$7.7M$9.5M+$1.8M2026-10-05
Choreo, LLC
INCREASED90,73490,592+142+0%$7.0M$8.6M+$1.6M2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED89,26592,429-3,164-3%$7.2M$8.5M+$1.3M2026-10-29
Pinnacle Associates LTD
DECREASED87,08487,777-693-1%$6.8M$8.3M+$1.5M2026-10-20
Ritholtz Wealth Management
INCREASED83,07379,881+3,192+4%$6.2M$7.9M+$1.7M2026-11-05
Fifth Third Bancorp
INCREASED81,96379,858+2,105+3%$6.2M$7.8M+$1.6M2026-11-05
Hennessy Advisors Inc
UNCHANGED79,70079,70000%$6.2M$7.6M+$1.4M2026-10-28
Heritage Investors Management Corp
DECREASED77,71079,888-2,178-3%$6.2M$7.4K-$6.2M2026-10-29
Inspire Trust Co, N.A.
DECREASED75,00080,000-5,000-6%$6.2M$7.1M+$925.6K2026-11-05
Park Avenue Securities LLC
DECREASED72,52682,972-10,446-13%$6.4M$6.9K-$6.4M2026-10-26
Factory Mutual Insurance Co
UNCHANGED71,23371,23300%$5.5M$6.8M+$1.2M2026-10-30
Jefferies Financial Group Inc.
DECREASED70,822103,304-32,482-31%$8.0M$3.4M-$4.6M2026-11-05
Gradient Investments LLC
DECREASED70,69073,110-2,420-3%$5.7M$6.7M+$1.1M2026-10-08
Pittenger & Anderson Inc
INCREASED69,16869,115+53+0%$5.4M$6.6M+$1.2M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED69,12257,585+11,537+20%$4.5M$6.6M+$2.1M2026-10-16
Weatherly Asset Management L. P.
INCREASED67,34366,862+481+1%$5.2M$6.4M+$1.2M2026-10-20
Neville Rodie & Shaw Inc
UNCHANGED66,45066,45000%$5.2K$6.3K+$1.2K2026-10-05
Kimelman & Baird, LLC
UNCHANGED66,17666,17600%$5.1M$6.3M+$1.2M2026-11-03
Signaturefd, LLC
INCREASED65,33164,021+1,310+2%$5.0M$6.2M+$1.2M2026-10-23
Gilman Hill Asset Management, LLC
INCREASED63,65963,594+65+0%$4.9M$6.1M+$1.1M2026-10-13
Advocate Group LLC
DECREASED62,92963,858-929-1%$5.0M$6.0M+$1.0M2026-10-19
Archford Capital Strategies, LLC
INCREASED62,40057,122+5,278+9%$4.4M$5.9M+$1.5M2026-10-19
Cardinal Capital Management
INCREASED58,89857,591+1,307+2%$4.5M$5.6M+$1.1M2026-10-21
YHB Investment Advisors, Inc.
INCREASED58,82658,664+162+0%$4.5M$5.6M+$1.0M2026-10-08
Vise Technologies, Inc.
INCREASED58,29051,785+6,505+13%$4.0M$5.5M+$1.5M2026-10-29
CIBC Asset Management Inc
DECREASED57,99758,058-610%$4.5M$5.5M+$1.0M2026-11-05
HB Wealth Management, LLC
INCREASED57,77949,749+8,030+16%$3.9M$5.5M+$1.6M2026-10-23
Drum Hill Capital, LLC
DECREASED57,47457,717-2430%$4.5M$5.5M+$987.5K2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED57,30423,786+33,518+141%$1.8M$5.4M+$3.6M2026-10-29
Deltec Asset Management LLC
UNCHANGED56,47156,47100%$4.4M$5.4M+$988.8K2026-10-26
Farther Finance Advisors, LLC
DECREASED56,33456,931-597-1%$4.4M$5.4M+$941.8K2026-10-08
SBI Securities Co., Ltd.
INCREASED53,14352,440+703+1%$4.1M$5.1M+$985.0K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED52,80912,926+39,883+309%$1.0M$5.0M+$4.0M2026-11-03
Atria Investments, Inc
DECREASED52,28453,719-1,435-3%$4.2M$5.0M+$804.3K2026-10-15
Chicago Trust Co NA
DECREASED51,11552,744-1,629-3%$4.1M$4.9M+$768.7K2026-10-28
HF Advisory Group, LLC
INCREASED51,09148,113+2,978+6%$3.7M$4.9M+$1.1M2026-10-09
Morguard Lincluden Global Investments Ltd
DECREASED49,77250,952-1,180-2%$4.0M$4.7K-$3.9M2026-10-28
Oppenheimer & Co Inc
INCREASED49,44147,748+1,693+4%$3.7M$4.7M+$997.0K2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED48,72873,850-25,122-34%$5.7M$4.6K-$5.7M2026-10-22
Brookmont Capital Management
DECREASED48,33260,194-11,862-20%$4.7M$4.6M-$73.5K2026-10-23
Glass Wealth Management Co LLC
INCREASED46,03845,808+230+1%$3.6M$4.4M+$824.0K2026-10-28
Jcic Asset Management Inc.
INCREASED46,00745,605+402+1%$4.2M$4.4M+$131.7K2026-10-30
Dmkc Advisory Services, LLC
INCREASED45,67244,190+1,482+3%$3.4M$4.3M+$914.6K2026-11-04
Regions Financial Corp
DECREASED45,52045,997-477-1%$3.6M$4.3M+$760.1K2026-11-05
Hedges Asset Management LLC
DECREASED45,20048,500-3,300-7%$3.8M$4.3M+$535.6K2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED45,00645,721-715-2%$3.5M$4.3M+$733.0K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED44,56838,664+5,904+15%$3.0M$4.3M+$1.3M2026-11-04
Accordant Advisory Group Inc
INCREASED44,224295+43,929+14891%$22.9K$4.2M+$4.2M2026-10-29
Portside Wealth Group, LLC
INCREASED43,37042,506+864+2%$3.3M$4.1M+$826.4K2026-10-20
Lido Advisors, LLC
DECREASED43,26344,421-1,158-3%$3.4M$4.1M+$667.9K2026-11-04
Griffin Asset Management, Inc.
INCREASED41,49641,481+15+0%$3.2M$3.9M+$727.7K2026-10-22
Caldwell Trust Co
INCREASED40,08135,204+4,877+14%$2.7M$3.8M+$1.1M2026-10-30
Florida Trust Wealth Management Co
DECREASED39,91041,147-1,237-3%$3.2M$3.8M+$602.9K2026-11-05
Aaron Wealth Advisors LLC
INCREASED38,89137,560+1,331+4%$2.9M$3.7M+$784.2K2026-10-13
Marble Harbor Investment Counsel, LLC
DECREASED37,93039,420-1,490-4%$3.1M$3.6M+$548.6K2026-11-06
Cullen T Bankers, Inc.
DECREASED37,78437,921-1370%$2.9M$3.6M+$651.0K2026-10-28
apricus wealth, LLC
INCREASED36,28534,330+1,955+6%$2.7M$3.4M+$786.9K2026-10-26
Great Lakes Retirement, Inc.
INCREASED36,26436,007+257+1%$2.8M$3.4M+$654.7K2026-10-26
Columbia Asset Management
DECREASED35,97637,955-1,979-5%$2.9M$3.4M+$476.5K2026-10-19
Compound Planning, Inc.
DECREASED35,96535,990-250%$2.8M$3.4M+$627.9K2026-11-05
Clearstead Advisors, LLC
INCREASED35,25134,788+463+1%$2.7M$3.4M+$652.8K2026-11-06
Regatta Capital Group, LLC
INCREASED33,85032,578+1,272+4%$2.5M$3.2M+$691.4K2026-10-23
Fulton Bank, N.A.
INCREASED33,5435,300+28,243+533%$411.0K$3.2M+$2.8M2026-10-14
Sky Investment Group LLC
NEW32,362—+32,362——$3.1M—2026-10-30
Stolper Co
INCREASED32,26131,962+299+1%$2.5K$3.1K+$5882026-10-13
Mitchell Capital Management Co
INCREASED31,56931,031+538+2%$2.4M$3.0M+$594.5K2026-10-29
Perigon Wealth Management, LLC
INCREASED31,47030,855+615+2%$2.4M$3.0M+$598.7K2026-10-22
Sterling Capital Management LLC
INCREASED30,88730,653+234+1%$2.4M$2.9M+$559.0K2026-10-22
Cookson Peirce & Co Inc
INCREASED30,79627,487+3,309+12%$2.1M$2.9M+$795.8K2026-10-30
Perpetual Ltd
UNCHANGED30,75430,75400%$2.4M$2.9M+$538.5K2026-10-13
Merit Financial Group, LLC
INCREASED30,54828,145+2,403+9%$2.2M$2.9M+$721.2K2026-11-06
Raleigh Capital Management Inc.
NEW30,404—+30,404——$2.9M—2026-10-28
Mill Capital Management, LLC
DECREASED30,13631,662-1,526-5%$2.5M$2.9M+$409.4K2026-10-26
American Capital Advisory, LLC
INCREASED29,56029,527+33+0%$2.3M$2.8M+$520.2K2026-10-28
Advisors Management Group Inc
INCREASED29,50629,372+134+0%$2.3M$2.8K-$2.3M2026-11-05
Thrivent Financial for Lutherans
INCREASED28,9986,265+22,733+363%$485.0K$2.8K-$482.2K2026-11-05
Garrett Wealth Advisory Group, LLC
INCREASED28,84721,437+7,410+35%$1.7M$2.7M+$1.1M2026-10-22
Range Financial Group LLC
INCREASED28,73028,163+567+2%$2.2M$2.7M+$547.0K2026-10-21
Allworth Financial LP
INCREASED28,25525,356+2,899+11%$2.0M$2.2M+$224.8K2026-11-06
Bahl & Gaynor LLC
UNCHANGED28,05028,05000%$2.2M$2.7M+$491.2K2026-11-05
Assetmark, Inc
DECREASED27,95131,078-3,127-10%$2.4M$2.7M+$247.0K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED27,90729,390-1,483-5%$2.3M$2.7M+$373.6K2026-11-05
Kanawha Capital Management LLC
DECREASED27,51629,636-2,120-7%$2.3M$2.6M+$317.4K2026-10-19
Burney Co/
DECREASED27,51027,526-160%$2.1M$2.6M+$480.5K2026-10-15
Obermeyer Wealth Partners
DECREASED27,49627,740-244-1%$2.2M$2.6M+$462.5K2026-10-21
Wesbanco Bank Inc
DECREASED26,91632,947-6,031-18%$2.6M$2.6M+$3.7K2026-11-04
Gibbs Wealth Management
INCREASED26,34322,952+3,391+15%$1.8M$2.5M+$724.3K2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED26,28326,135+148+1%$2.0M$2.5M+$471.7K2026-10-23
Huntleigh Advisors, Inc.
NEW26,148—+26,148——$2.5M—2026-11-03
Old Port Advisors
INCREASED26,08125,722+359+1%$2.0M$2.5M+$484.5K2026-10-23
IFP Advisors, Inc
INCREASED25,80013,826+11,974+87%$1.1M$2.5M+$1.4M2026-10-16
AlphaCore Capital LLC
INCREASED25,60018,559+7,041+38%$1.4M$2.4M+$994.2K2026-11-04
Altman Advisors, Inc.
DECREASED25,33825,422-840%$2.0M$2.4M+$437.2K2026-11-05
ARS Wealth Advisors Group, LLC
DECREASED25,21325,290-770%$2.0M$2.4M+$435.5K2026-10-16
Parallel Advisors, LLC
INCREASED25,15122,043+3,108+14%$1.7M$2.4M+$681.4K2026-11-03
Mission Wealth Management, LP
DECREASED24,09430,691-6,597-21%$2.4M$2.3M-$89.6K2026-10-15
King Luther Capital Management Corp
INCREASED24,05823,869+189+1%$1.9M$2.3M+$435.9K2026-11-05
U S Global Investors Inc
INCREASED24,00018,000+6,000+33%$1.4M$2.3M+$885.5K2026-10-22
Tctc Holdings, LLC
INCREASED23,95623,456+500+2%$1.8M$2.3M+$458.2K2026-11-02
Baker Avenue Asset Management, LP
DECREASED23,90027,755-3,855-14%$2.2M$2.3M+$119.6K2026-11-06
Barclays PLC
INCREASED23,8903,271+20,619+630%$253.6K$2.3M+$2.0M2026-11-06
InvesTrust
DECREASED23,89027,978-4,088-15%$2.2M$2.3M+$101.3K2026-10-14
Waters Parkerson & Co., LLC
DECREASED23,71225,906-2,194-8%$2.0M$2.3M+$245.1K2026-11-04
Confluence Investment Management LLC
INCREASED23,42517,202+6,223+36%$1.3M$2.2M+$892.7K2026-10-01
Solstein Capital, LLC
UNCHANGED23,39623,39600%$1.8M$2.2M+$409.7K2026-11-02
Level Four Advisory Services, LLC
DECREASED23,17325,906-2,733-11%$2.0M$2.2M+$193.9K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED23,17022,017+1,153+5%$1.7M$2.2M+$495.1K2026-10-08
Hilltop National Bank
DECREASED22,53922,662-123-1%$1.8M$2.1M+$385.1K2026-10-14
Greenspring Advisors, LLC
INCREASED22,49410,583+11,911+113%$820.6K$2.1M+$1.3M2026-11-05
Park National Corp
DECREASED22,48723,550-1,063-5%$1.8M$2.1M+$311.3K2026-10-05
Excalibur Management Corp
DECREASED22,47222,474-20%$1.7M$2.1M+$393.3K2026-11-02
Victrix Investment Advisors
INCREASED22,31122,186+125+1%$1.7M$2.1M+$400.4K2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED22,15922,158+10%$1.7M$2.1M+$388.1K2026-10-09
Kestra Private Wealth Services, LLC
DECREASED22,05924,188-2,129-9%$1.9M$2.1M+$221.1K2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED21,68823,444-1,756-7%$1.8M$2.1M+$243.6K2026-11-05
Herold Advisors, Inc.
DECREASED21,62921,831-202-1%$1.7M$2.1M+$356.8K2026-10-19
Highland Capital Management, LLC
INCREASED21,53621,436+100+0%$1.7M$2.0M+$384.9K2026-10-26
Frank, Rimerman Advisors LLC
INCREASED21,40421,281+123+1%$1.7M$2.0M+$384.3K2026-10-16
Montag A & Associates Inc
DECREASED21,34122,563-1,222-5%$1.7M$2.0M+$278.9K2026-10-29
Red Spruce Capital, LLC
DECREASED21,05921,069-100%$1.6M$2.0M+$368.0K2026-10-07
Sentinel Trust Co LBA
UNCHANGED21,03721,03700%$1.6K$2.0K+$3692026-11-03
Baker Ellis Asset Management LLC
INCREASED20,94320,893+50+0%$1.6M$2.0M+$370.6K2026-10-14
Reik & Co., LLC
DECREASED20,69424,307-3,613-15%$1.9M$2.0M+$82.2K2026-10-27
HUB Investment Partners, LLC
INCREASED20,32218,106+2,216+12%$1.4M$1.9M+$527.7K2026-11-03
Parrish Capital LLC
INCREASED20,25619,923+333+2%$1.5M$1.9M+$380.5K2026-10-01
Iams Wealth Management, LLC
DECREASED19,90523,745-3,840-16%$1.8M$1.9M+$50.8K2026-10-15
Blue Trust, Inc.
DECREASED19,86225,533-5,671-22%$2.0M$1.9M-$92.0K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED19,15119,220-690%$1.5M$1.8M+$330.0K2026-10-21
Beese Fulmer Investment Management, Inc.
INCREASED19,00117,638+1,363+8%$1.4M$1.8M+$438.4K2026-10-23
Unified Investment Management
INCREASED18,93618,171+765+4%$1.4M$1.8M+$390.8K2026-10-14
Retirement Planning Group, LLC
DECREASED18,86619,813-947-5%$1.5M$1.8M+$257.0K2026-10-19
Barry Investment Advisors, LLC
DECREASED18,68819,369-681-4%$1.5M$1.8M+$265.3K2026-10-14
May Hill Capital, LLC
INCREASED18,57515,940+2,635+17%$1.2M$1.8M+$529.6K2026-11-03
Verdence Capital Advisors LLC
INCREASED18,54417,623+921+5%$1.4M$1.8M+$396.1K2026-10-26
Continental Advisors LLC
UNCHANGED18,52018,52000%$1.4M$1.8M+$324.3K2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED18,51519,374-859-4%$1.5M$1.8M+$257.6K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED18,42910,725+7,704+72%$831.6K$1.8M+$920.0K2026-10-13
Woodmont Investment Counsel LLC
INCREASED18,3226,973+11,349+163%$540.7K$1.7M+$1.2M2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED18,28518,689-404-2%$1.4M$1.7M+$288.8K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED18,22918,673-444-2%$1.4M$1.7M+$284.8K2026-10-20
Hikari Power Ltd
DECREASED18,00021,400-3,400-16%$1.7M$1.7K-$1.7M2026-10-30
Valeo Financial Advisors, LLC
INCREASED17,98416,583+1,401+8%$1.3M$1.7M+$423.5K2026-10-08
Ferguson Wellman Capital Management, Inc
INCREASED17,77117,665+106+1%$1.4M$1.7M+$319.4K2026-10-05
Israel Discount Bank of New York
DECREASED17,75719,409-1,652-9%$1.5M$1.7M+$182.8K2026-10-14
Mather Group, Llc.
DECREASED17,53318,473-940-5%$1.4M$1.7M+$234.1K2026-10-14
Next Level Private LLC
INCREASED17,43617,116+320+2%$1.3M$1.7M+$330.1K2026-10-20
Ethic Inc.
INCREASED17,30615,766+1,540+10%$1.2M$1.6M+$422.5K2026-11-03
Sigma Planning Corp
INCREASED17,1219,336+7,785+83%$723.9K$1.6M+$850.0K2026-10-23
Moody National Bank Trust Division
INCREASED16,99916,511+488+3%$1.3M$1.6M+$335.5K2026-10-06
Cullen Investment Group, Ltd.
DECREASED16,93417,470-536-3%$1.4M$1.7M+$365.7K2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED16,86216,589+273+2%$1.3M$1.6M+$316.4K2026-10-30
Trust Point Inc.
INCREASED16,71716,706+11+0%$1.3M$1.6M+$293.6K2026-10-27
Great Diamond Partners, LLC
INCREASED16,70115,842+859+5%$1.2M$1.6M+$359.0K2026-10-13
Poehling Capital Management, Inc.
DECREASED16,53316,541-80%$1.3M$1.6M+$288.9K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED16,51815,188+1,330+9%$1.2M$1.6M+$392.3K2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED16,18516,235-500%$1.3M$1.5K-$1.3M2026-11-05
Integrated Advisors Network LLC
DECREASED16,18016,556-376-2%$1.3M$1.5M+$254.2K2026-10-20
ASO Group Ltd
INCREASED16,09515,890+205+1%$1.2M$1.5K-$1.2M2026-11-05
Gamma Investing LLC
INCREASED16,06714,412+1,655+11%$1.1M$1.5M+$409.7K2026-10-08
Glenview Trust Co
DECREASED15,87816,661-783-5%$1.3M$1.5M+$217.3K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED15,65916,059-400-2%$1.2M$1.5M+$243.2K2026-10-23
Manske Wealth Management
UNCHANGED15,59515,59500%$1.2M$1.5M+$273.1K2026-10-26
Lebenthal Global Advisors, LLC
INCREASED15,53714,793+744+5%$1.1M$1.5M+$329.7K2026-10-28
71 West Capital Partners
INCREASED15,44915,092+357+2%$1.2M$1.5M+$298.2K2026-11-04
Chicago Capital, LLC
DECREASED15,40416,181-777-5%$1.3M$1.5M+$209.5K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED15,39315,293+100+1%$1.2M$1.5M+$277.3K2026-10-21
Greenleaf Trust
DECREASED15,39117,823-2,432-14%$1.4M$1.5M+$80.9K2026-10-29
Absher Wealth Management, LLC
INCREASED15,36015,352+8+0%$1.2M$1.5M+$269.6K2026-11-02
Leuthold Group, LLC
INCREASED15,3029,348+5,954+64%$724.8K$1.5M+$729.6K2026-11-04
Midwest Trust Co
DECREASED15,06816,665-1,597-10%$1.3M$1.4M+$140.0K2026-10-22
Chilton Capital Management LLC
DECREASED15,01215,273-261-2%$1.2M$1.4M+$242.6K2026-10-28
Vertrix Wealth Management, LLC
INCREASED14,90714,768+139+1%$1.1M$1.4M+$271.8K2026-10-13
Abel Hall, LLC
INCREASED14,60614,148+458+3%$1.1M$1.4M+$291.3K2026-10-19
Louisbourg Investments Inc.
UNCHANGED14,49014,49000%$1.1M$1.4M+$253.7K2026-10-20
Miller Global Investments, LLC
DECREASED14,41314,591-178-1%$1.1M$1.4M+$238.6K2026-10-02
Daymark Wealth Partners, LLC
INCREASED14,3399,090+5,249+58%$704.9K$1.4M+$658.0K2026-11-04
Aprio Wealth Management, LLC
INCREASED14,26212,427+1,835+15%$963.6K$1.4M+$392.0K2026-10-28
Independence Bank of Kentucky
UNCHANGED14,18514,18500%$1.1M$1.3M+$248.4K2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED14,11314,681-568-4%$1.1M$1.3M+$203.1K2026-10-16
Sweeney & Michel, LLC
DECREASED14,01314,214-201-1%$1.3M$1.3M+$74.0K2026-10-16
Independent Financial Group, LLC
INCREASED13,99813,902+96+1%$1.1M$1.3M+$252.5K2026-10-13
LEE Danner & Bass Inc
INCREASED13,77613,703+73+1%$1.1M$1.3M+$246.9K2026-10-27
Viewpoint Investment Partners Corp
INCREASED13,60010,100+3,500+35%$783.2K$1.3M+$509.5K2026-10-26
Apollon Wealth Management, LLC
DECREASED13,55314,905-1,352-9%$1.2M$1.3M+$132.5K2026-10-23
Avior Wealth Management, LLC
INCREASED13,4009,320+4,080+44%$722.7K$1.3M+$551.0K2026-10-13
Sowell Financial Services LLC
DECREASED13,35014,395-1,045-7%$1.1M$1.3M+$152.7K2026-10-23
First Horizon Corp
DECREASED13,29913,553-254-2%$1.1M$1.3M+$213.2K2026-10-26
Traynor Capital Management, Inc.
INCREASED13,28213,140+142+1%$1.0M$1.3M+$243.6K2026-10-29
Connective Portfolio Management, LLC
UNCHANGED13,19513,19500%$1.0M$1.3M+$231.0K2026-10-22
Howland Capital Management LLC
UNCHANGED13,14913,14900%$1.0M$1.2M+$230.2K2026-10-22
Praxis Capital Management LLC
NEW13,100—+13,100——$1.2M—2026-10-16
M Holdings Securities, Inc.
NEW13,065—+13,065——$1.3K—2026-11-03
Norden Group LLC
DECREASED13,04913,324-275-2%$1.0M$1.2M+$207.1K2026-10-20
Old National Bancorp
DECREASED12,95814,280-1,322-9%$1.1M$1.2M+$124.4K2026-10-20
Cherokee Insurance Co
UNCHANGED12,93912,93900%$1.0M$1.2M+$226.6K2026-11-05
Profund Advisors LLC
DECREASED12,79512,891-96-1%$999.6K$1.2M+$216.6K2026-10-29
Chesley Taft & Associates LLC
UNCHANGED12,76812,76800%$990.0K$1.2M+$223.6K2026-10-13
Kathmere Capital Management, LLC
INCREASED12,71111,508+1,203+10%$892.3K$1.2M+$315.8K2026-10-20
Capital Investment Advisors, LLC
INCREASED12,70612,614+92+1%$978.1K$1.2M+$229.6K2026-10-22
Brighton Jones LLC
INCREASED12,69811,040+1,658+15%$856.1K$1.2M+$350.9K2026-11-03
Wedbush Securities Inc
DECREASED12,68313,938-1,255-9%$1.1M$1.2K-$1.1M2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED12,59252,914-40,322-76%$4.1M$1.2M-$2.9M2026-10-16
MSH Capital Advisors LLC
DECREASED12,40814,774-2,366-16%$1.1M$1.2M+$33.8K2026-11-03
Versant Capital Management, Inc
INCREASED12,25611,336+920+8%$879.0K$1.2M+$285.9K2026-10-02
PDS Planning, Inc
DECREASED12,09912,101-20%$938.3K$1.2M+$211.7K2026-11-03
Net Worth Advisory Group
DECREASED12,03013,173-1,143-9%$1.0M$1.2M+$128.8K2026-10-20
Sage Rhino Capital LLC
DECREASED12,01312,482-469-4%$967.9K$1.1M+$173.9K2026-10-28
Intrua Financial, LLC
DECREASED11,98812,196-208-2%$945.7K$1.1M+$193.7K2026-10-28
Indivisible Partners
INCREASED11,95710,174+1,783+18%$788.9K$1.1M+$347.6K2026-10-26
Diversify Advisory Services, LLC
INCREASED11,86711,015+852+8%$951.4K$1.2M+$277.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED11,86711,015+852+8%$951.4K$1.2M+$277.5K2026-10-20
Axxcess Wealth Management, LLC
INCREASED11,7846,704+5,080+76%$519.8K$1.1M+$600.3K2026-10-21
RFG Advisory, LLC
INCREASED11,7354,622+7,113+154%$358.4K$1.1M+$757.0K2026-11-03
Fractal Investments LLC
UNCHANGED11,58811,58800%$898.5K$1.1M+$202.9K2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED11,51611,246+270+2%$872.0K$1.1M+$222.6K2026-11-05
Cowa, LLC
INCREASED11,47011,463+7+0%$888.8K$1.1M+$201.5K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED11,4279,012+2,415+27%$698.8K$1.1M+$387.3K2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED11,37710,769+608+6%$835.0K$1.1M+$246.4K2026-10-19
Meridian Wealth Management, LLC
DECREASED11,37511,462-87-1%$888.8K$1.1M+$192.4K2026-11-05
Trust Co of Vermont
INCREASED11,2207,232+3,988+55%$560.8K$1.1M+$505.7K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED11,14811,677-529-5%$905.5K$1.1M+$154.2K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED11,1118,419+2,692+32%$652.7K$1.1M+$403.3K2026-11-04
John G Ullman & Associates Inc
UNCHANGED11,10011,10000%$860.7K$1.1M+$194.4K2026-11-04
Central Trust Co
DECREASED11,09211,181-89-1%$867.0K$1.1M+$187.3K2026-11-05
Joel Isaacson & Co., LLC
INCREASED10,90710,893+14+0%$844.7K$1.0M+$192.0K2026-11-05
Argonautica Private Wealth Management, Inc
INCREASED10,84510,433+412+4%$809.0K$1.0M+$221.8K2026-11-02
Gratus Wealth Advisors, LLC
DECREASED10,72410,920-196-2%$846.7K$1.0M+$172.6K2026-10-26
Wedmont Private Capital
INCREASED10,6969,848+848+9%$809.8K$1.1M+$261.9K2026-10-09
Leo Wealth, LLC
NEW10,657—+10,657——$1.0M—2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED10,61810,613+5+0%$822.9K$1.0M+$186.3K2026-10-22
Summit Global Investments
DECREASED10,60921,558-10,949-51%$1.7M$1.0K-$1.7M2026-10-28
Shoker Investment Counsel, Inc.
INCREASED10,53610,466+70+1%$811.6K$1.0M+$189.9K2026-11-04
Simplicity Wealth,LLC
INCREASED10,4855,691+4,794+84%$441.3K$996.6K+$555.3K2026-10-23
Finivi Inc.
DECREASED10,48410,546-62-1%$817.7K$996.5K+$178.8K2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED10,24510,614-369-3%$816.1K$973.8K+$157.7K2026-10-13
Koshinski Asset Management, Inc.
DECREASED10,23210,318-86-1%$800.1K$972.6K+$172.5K2026-10-29
Larson Financial Group LLC
INCREASED10,0809,089+991+11%$704.7K$958.1K+$253.3K2026-11-05
Investment Research Partners LLC
INCREASED10,0079,433+574+6%$731.4K$951.1K+$219.7K2026-10-19
Landmark Wealth Management, LLC
UNCHANGED10,00010,00000%$775.4K$950.5K+$175.1K2026-11-03
Crescent Sterling, Ltd.
DECREASED9,9559,960-50%$772.3K$946.2K+$173.9K2026-10-16
Parsons Capital Management Inc
INCREASED9,8898,171+1,718+21%$633.6K$940.0K+$306.4K2026-10-28
Aull & Monroe Investment Management Corp
DECREASED9,82110,021-200-2%$777.0K$933.5K+$156.5K2026-10-16
Formidable Asset Management, LLC
NEW9,775—+9,775——$757.9K—2026-11-03
DMC Group, LLC
INCREASED9,7736,648+3,125+47%$515.5K$928.9K+$413.4K2026-10-26
W Advisors, LLC
UNCHANGED9,7649,76400%$757.1K$928.1K+$171.0K2026-11-02
Trust Co of Toledo NA
DECREASED9,67010,010-340-3%$776.2K$919.1K+$143.0K2026-10-16
Welch & Forbes LLC
INCREASED9,6549,557+97+1%$741.0K$917.6K+$176.6K2026-11-04
Lockheed Martin Investment Management Co
DECREASED9,55072,400-62,850-87%$5.6M$907.7K-$4.7M2026-11-04
Rosenberg Matthew Hamilton
DECREASED9,4309,618-188-2%$745.8K$896.3K+$150.6K2026-10-05
EPG Wealth Management LLC
INCREASED9,4179,338+79+1%$724.0K$895.1K+$171.0K2026-11-03
Penbrook Management LLC
UNCHANGED9,4009,40000%$728.9K$893.5K+$164.6K2026-10-16
KW Wealth Management LLC
NEW9,398—+9,398——$893.3K—2026-10-28
Eastern Bank
INCREASED9,3588,979+379+4%$696.2K$889.5K+$193.2K2026-10-05
Alhambra Investment Management LLC
DECREASED9,3269,811-485-5%$760.7K$886.4K+$125.7K2026-10-15
Eagle Rock Investment Company, LLC
UNCHANGED9,2509,25000%$717.2K$879.2K+$162.0K2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED9,2389,454-216-2%$733.1K$878.1K+$145.0K2026-11-04
Journey Retirement Planning & Investment Management LLC
NEW9,168—+9,168——$871.6K—2026-10-09
InTrack Investment Management Inc
INCREASED9,1148,292+822+10%$643.0K$866.3K+$223.3K2026-10-15
Anchyra Partners LLC
INCREASED9,0546,696+2,358+35%$519.2K$860.6K+$341.4K2026-10-13
Core Wealth Partners LLC
UNCHANGED9,0499,04900%$701.7K$860.1K+$158.4K2026-11-02
XXI Wealth, LLC
INCREASED8,8118,525+286+3%$661.0K$837.5K+$176.5K2026-10-22
Pullen Investment Management, LLC
INCREASED8,7878,351+436+5%$647.5K$835.2K+$187.7K2026-10-23
First Command Advisory Services, Inc.
INCREASED8,7854,580+4,205+92%$355.1K$835.0K+$479.9K2026-11-05
Fruth Investment Management
UNCHANGED8,7768,77600%$680$834+$1542026-10-13
Wealthcare Advisory Partners LLC
DECREASED8,7698,854-85-1%$686.5K$833.5K+$147.0K2026-10-21
Shrier Wealth Management, LLC
DECREASED8,7648,857-93-1%$686.8K$833.0K+$146.2K2026-10-20
Henry James International Management Inc.
INCREASED8,6918,690+1+0%$673.8K$826.1K+$152.3K2026-10-14
Plan A Wealth LLC
INCREASED8,6668,619+47+1%$668.3K$823.8K+$155.5K2026-10-08
Hunter Associates Investment Management LLC
DECREASED8,6419,257-616-7%$718.0K$821-$717.2K2026-10-26
Radnor Capital Management, LLC
UNCHANGED8,6108,61000%$667.6K$818.4K+$150.8K2026-10-23
1900 Wealth Management LLC
INCREASED8,5658,504+61+1%$659.4K$814.1K+$154.7K2026-10-13
Equitable Trust Co
DECREASED8,5208,571-51-1%$664.6K$809.8K+$145.2K2026-10-13
Artesa Financial Group, LLC
INCREASED8,5208,519+1+0%$660.6K$809.8K+$149.3K2026-10-29
Ignite Planners, LLC
INCREASED8,5048,485+19+0%$657.9K$808.3K+$150.4K2026-10-14
Inscription Capital, LLC
INCREASED8,4578,306+151+2%$644.1K$803.8K+$159.7K2026-11-02
Spire Wealth Management
DECREASED8,4568,492-360%$658.5K$803.7K+$145.2K2026-10-30
AMG National Trust Bank
INCREASED8,4537,152+1,301+18%$554.6K$803.5K+$248.9K2026-11-05
Legacy Wealth Asset Management, LLC
DECREASED8,4498,464-150%$656.3K$803.1K+$146.8K2026-10-09
Forvis Mazars Wealth Advisors, LLC
INCREASED8,4157,663+752+10%$594.2K$799.9K+$205.7K2026-10-13
Philadelphia Trust Co
UNCHANGED8,3678,36700%$649.0K$795-$648.2K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED8,3178,398-81-1%$651.2K$790.5K+$139.3K2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED8,2798,27900%$642.0K$786.9K+$145.0K2026-10-22
Williams Jones Wealth Management, Llc.
INCREASED8,2346,984+1,250+18%$541.5K$782.6K+$241.1K2026-11-05
Harrell Investment Partners, LLC
UNCHANGED8,2128,21200%$636.8K$780.6K+$143.8K2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED8,2097,201+1,008+14%$607.9K$860.4K+$252.6K2026-10-21
Revolve Wealth Partners, LLC
DECREASED8,12410,594-2,470-23%$821.5K$772.2K-$49.3K2026-10-23
Principle Wealth Partners LLC
INCREASED8,1147,979+135+2%$618.7K$771.3K+$152.5K2026-11-02
Eads & Heald Wealth Management
DECREASED8,0378,141-104-1%$631.3K$763.9K+$132.7K2026-10-29
Riversedge Advisors, LLC
INCREASED8,0186,083+1,935+32%$471.7K$762.1K+$290.4K2026-10-09
R.H. Dinel Investment Counsel, Inc.
UNCHANGED8,0158,01500%$621.5K$761.8K+$140.3K2026-10-14
Arlington Trust Co LLC
INCREASED7,998191+7,807+4087%$14.8K$760.2K+$745.4K2026-10-20
GW Henssler & Associates LTD
INCREASED7,9737,781+192+2%$603.3K$757.8K+$154.5K2026-10-26
Vann Equity Management LLC
INCREASED7,9717,942+29+0%$615.8K$757.6K+$141.8K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED7,9325,364+2,568+48%$415.9K$754.0K+$338.0K2026-10-30
180 Wealth Advisors, LLC
DECREASED7,9138,165-252-3%$633.1K$752.1K+$119.0K2026-11-03
Centurion Wealth Management LLC
DECREASED7,8917,908-170%$613.2K$750.0K+$136.9K2026-10-13
Lanark Financial, Inc.
DECREASED7,8549,206-1,352-15%$713.8K$746.5K+$32.7K2026-10-26
AGF Management LTD
INCREASED7,8447,659+185+2%$593.9K$745.6K+$151.7K2026-11-03
NBT Bank, N.A.
INCREASED7,8117,761+50+1%$601.8K$742.4K+$140.6K2026-10-21
Private Trust Co NA
INCREASED7,7587,531+227+3%$583.9K$737.4K+$153.5K2026-10-20
TD Private Client Wealth LLC
DECREASED7,74710,078-2,331-23%$781.4K$736.4K-$45.1K2026-10-28
Aries Wealth Management
UNCHANGED7,6727,67200%$594.9K$729.2K+$134.3K2026-10-23
James Investment Research, Inc.
DECREASED7,6577,882-225-3%$611.2K$727.8K+$116.6K2026-10-22
Chemistry Wealth Management LLC
INCREASED7,5797,568+11+0%$586.9K$720.3K+$133.5K2026-10-16
Probity Advisors, Inc.
DECREASED7,4907,532-42-1%$584.0K$711.9K+$127.9K2026-10-23
Albert D Mason Inc
UNCHANGED7,4717,47100%$579.3K$710.1K+$130.8K2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED7,4327,43200%$576.3K$706.4K+$130.1K2026-10-22
Mattern Wealth Management LLC
DECREASED7,4007,520-120-2%$583.1K$703.4K+$120.3K2026-11-04
Councilmark Asset Management, LLC
UNCHANGED7,3907,39000%$573.0K$702.4K+$129.4K2026-10-20
Cordatus Wealth Management LLC
NEW7,369—+7,369——$700.4K—2026-10-19
Sovran Advisors, LLC
DECREASED7,3688,158-790-10%$703.2K$793.3K+$90.1K2026-11-02
Resonant Capital Advisors, LLC
INCREASED7,3616,021+1,340+22%$466.9K$699.7K+$232.8K2026-10-15
GC Wealth Management RIA, LLC
DECREASED7,3508,346-996-12%$647.1K$698.6K+$51.5K2026-11-02
Seamount Financial Group Inc
DECREASED7,3427,402-60-1%$574.0K$697.9K+$123.9K2026-10-21
Larry Mathis Financial Planning, LLC
DECREASED7,3028,060-758-9%$625.0K$694.1K+$69.1K2026-10-26
BKM Wealth Management, LLC
INCREASED7,2176,766+451+7%$524.7K$686.0K+$161.4K2026-10-22
Conning Inc.
DECREASED7,1797,934-755-10%$615.2K$682.4K+$67.2K2026-10-27
Washington Trust Co
DECREASED7,1637,186-230%$557.2K$680.8K+$123.6K2026-10-22
Busey Bank
DECREASED7,1197,216-97-1%$559.5K$676.7K+$117.1K2026-10-26
Ascent Group, LLC
DECREASED7,1137,354-241-3%$570.2K$676.1K+$105.8K2026-10-30
Investors Research Corp
DECREASED7,0777,163-86-1%$555.4K$672.7K+$117.3K2026-10-07
UMB Bank, n.a.
DECREASED7,0727,120-48-1%$552.1K$672.2K+$120.1K2026-11-06
Kavar Capital Partners Group, LLC
INCREASED7,0717,046+25+0%$546.3K$672.1K+$125.8K2026-11-06
Pines Wealth Management, LLC
DECREASED7,0208,472-1,452-17%$656.9K$667.2K+$10.3K2026-10-21
TCV Trust & Wealth Management, Inc.
INCREASED6,9736,018+955+16%$466.6K$662.8K+$196.1K2026-10-16
Modera Wealth Management, LLC
INCREASED6,9355,902+1,033+18%$457.6K$659.1K+$201.5K2026-10-28
Tred Avon Family Wealth, LLC
DECREASED6,8937,018-125-2%$544.2K$655.2K+$111.0K2026-10-20
Lmcg Investments, LLC
DECREASED6,8246,940-116-2%$538.1K$648.6K+$110.5K2026-10-21
PFG Advisors
INCREASED6,7966,744+52+1%$522.9K$646.0K+$123.0K2026-10-16
Venture Visionary Partners LLC
INCREASED6,7566,114+642+11%$474.1K$642.2K+$168.1K2026-10-07
Angeles Wealth Management, LLC
INCREASED6,7286,500+228+4%$504.0K$639.5K+$135.5K2026-10-26
Beacon Capital Management, LLC
INCREASED6,7096,659+50+1%$516.3K$637.7K+$121.4K2026-10-23
Dorato Capital Management
UNCHANGED6,6776,67700%$549.1K$646.7K+$97.6K2026-10-08
Harbour Capital Advisors, LLC
INCREASED6,6486,578+70+1%$540.9K$631.9K+$91.0K2026-10-13
Crestwood Advisors Group, LLC
DECREASED6,6058,813-2,208-25%$683.4K$627.8K-$55.6K2026-10-27
Nautilus Advisors LLC
INCREASED6,5906,514+76+1%$535.6K$626.4K+$90.8K2026-10-07
Cromwell Holdings LLC
UNCHANGED6,5526,55200%$508.0K$622.8K+$114.7K2026-10-28
Global Trust Asset Management, LLC
DECREASED6,5427,165-623-9%$555.6K$621.8K+$66.2K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED6,5297,636-1,107-14%$592.1K$620.6K+$28.4K2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED6,5266,52600%$506.0K$620.3K+$114.3K2026-11-06
Focused Alpha, LLC
DECREASED6,5126,742-230-3%$522.8K$619.0K+$96.2K2026-10-20
Birch Hill Investment Advisors LLC
UNCHANGED6,5006,50000%$504.0K$617.8K+$113.8K2026-10-16
Gables Capital Management Inc.
UNCHANGED6,4906,49000%$503.2K$616.9K+$113.6K2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED6,4835,477+1,006+18%$424.7K$616.2K+$191.6K2026-10-16
Courier Capital LLC
INCREASED6,4726,454+18+0%$500.5K$615.2K+$114.7K2026-10-19
Csenge Advisory Group
INCREASED6,4515,503+948+17%$426.7K$613.2K+$186.5K2026-11-04
Vaughan David Investments LLC
UNCHANGED6,3936,39300%$496.0K$608-$495.4K2026-11-05
Clearstead Trust, LLC
DECREASED6,3886,996-608-9%$542.4K$607.1K+$64.7K2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED6,3616,366-50%$493.6K$604.6K+$111.0K2026-10-22
Tritonpoint Wealth, LLC
DECREASED6,2996,528-229-4%$506.2K$598.7K+$92.5K2026-10-19
Rossmore Private Capital
UNCHANGED6,2986,29800%$488.3K$598.6K+$110.3K2026-10-27
Brookstone Capital Management
DECREASED6,2478,656-2,409-28%$671.2K$593.8K-$77.4K2026-10-22
Uptick Partners, LLC
DECREASED6,2316,373-142-2%$494.2K$592.3K+$98.1K2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED6,2066,047+159+3%$468.9K$589.9K+$121.0K2026-10-21
Certuity, LLC
UNCHANGED6,1446,14400%$476.4K$584.0K+$107.6K2026-11-02
Burke & Herbert Bank & Trust Co
UNCHANGED6,1426,14200%$476.3K$583.8K+$107.5K2026-11-02
NTV Asset Management LLC
UNCHANGED6,1116,11100%$473.8K$580.9K+$107.0K2026-10-23
Jackson Square Capital, LLC
UNCHANGED6,0486,04800%$469.0K$574.9K+$105.9K2026-10-19
Cooper Financial Group
INCREASED6,0195,731+288+5%$444.4K$572.1K+$127.8K2026-10-07
Asset Advisors Investment Management, LLC
INCREASED6,0076,000+7+0%$465.2K$571.0K+$105.7K2026-10-19
Strategic Advisors LLC
UNCHANGED6,0006,00000%$465.2K$570.3K+$105.1K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED5,9155,838+77+1%$452.6K$562.2K+$109.5K2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED5,8815,88100%$456.0K$559.0K+$103.0K2026-11-04
Yousif Capital Management, LLC
DECREASED5,8496,170-321-5%$478.4K$555.9K+$77.5K2026-10-22
Romano Brothers and Company
DECREASED5,8346,150-316-5%$476.9K$554.5K+$77.7K2026-10-22
Marks Group Wealth Management, Inc
DECREASED5,8196,437-618-10%$499.1K$553.1K+$54.0K2026-11-05
Uhlmann Price Securities, LLC
INCREASED5,8004,295+1,505+35%$333.0K$551.3K+$218.3K2026-11-03
BigSur Wealth Management LLC
DECREASED5,7866,586-800-12%$510.7K$550.0K+$39.3K2026-10-13
Alessandra Capital Management, LLC
DECREASED5,7845,844-60-1%$453.1K$549.7K+$96.6K2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED5,7595,831-72-1%$452.2K$547.4K+$95.2K2026-10-13
Northcape Wealth Management, LLC
NEW5,745—+5,745——$546.1K—2026-11-04
Langley Wealth Management, LLC
UNCHANGED5,7175,71700%$443.3K$543.4K+$100.2K2026-11-04
Integrity Alliance, Llc.
INCREASED5,7145,169+545+11%$400.8K$543.1K+$142.3K2026-10-29
Essex Bank
DECREASED5,6745,705-31-1%$442.4K$539.3K+$97.0K2026-10-16
Moneco Advisors, LLC
DECREASED5,6635,665-20%$439.3K$538.3K+$99.0K2026-11-05
Vista Investment Partners LLC
INCREASED5,6515,535+116+2%$429.2K$537.1K+$107.9K2026-10-08
Community Bank of Raymore
UNCHANGED5,6505,65000%$438.1K$537.0K+$98.9K2026-10-23
Bill Few Associates, Inc.
INCREASED5,6135,602+11+0%$434.4K$533.5K+$99.1K2026-10-09
Gryphon Financial Partners LLC
DECREASED5,5265,529-30%$428.7K$525.3K+$96.5K2026-11-04
CFS Investment Advisory Services, LLC
UNCHANGED5,5235,52300%$430.9K$539.2K+$108.3K2026-10-19
MGO One Seven LLC
INCREASED5,4935,251+242+5%$407.2K$522.1K+$114.9K2026-10-28
SAX Wealth Advisors, LLC
INCREASED5,4654,379+1,086+25%$407.3K$519.5K+$112.2K2026-10-13
PFS Partners, LLC
INCREASED5,3855,344+41+1%$414.4K$511.9K+$97.5K2026-10-21
Northeast Investment Management
UNCHANGED5,3045,30400%$411.3K$504.1K+$92.9K2026-10-30
Beaumont Financial Advisors, LLC
DECREASED5,2985,700-402-7%$442.0K$503.6K+$61.6K2026-10-22
DSG Capital Advisors, LLC
DECREASED5,2765,284-80%$446.0K$501.5K+$55.5K2026-11-05
Lantz Financial LLC
INCREASED5,2665,199+67+1%$403.1K$500.5K+$97.4K2026-10-15
Zions Bancorporation, National Association
DECREASED5,2295,427-198-4%$420.8K$497.0K+$76.2K2026-11-06
SmartHarvest Portfolios, LLC
DECREASED5,1887,315-2,127-29%$567.2K$493.1K-$74.1K2026-10-26
Encompass More Asset Management
DECREASED5,1885,367-179-3%$416.2K$493.1K+$77.0K2026-10-16
Patten & Patten Inc
UNCHANGED5,1605,16000%$400.1K$490.5K+$90.4K2026-10-26
KCM Investment Advisors LLC
INCREASED5,1435,120+23+0%$397.0K$488.9K+$91.8K2026-10-27
Cullinan Associates Inc
UNCHANGED5,1005,10000%$395.5K$484.8K+$89.3K2026-11-03
Lunt Capital Management, Inc.
UNCHANGED5,0995,09900%$395.4K$484.6K+$89.3K2026-10-30
Soltis Investment Advisors LLC
DECREASED4,9985,089-91-2%$394.6K$475.0K+$80.4K2026-10-28
Crescent Grove Advisors, LLC
INCREASED4,9744,687+287+6%$363.4K$472.8K+$109.3K2026-10-21
Arkfeld Wealth Strategies, L.L.C.
DECREASED4,9685,721-753-13%$447.1K$481.1K+$34.0K2026-10-19
Insight 2811, Inc.
UNCHANGED4,9204,92000%$381.5K$467.6K+$86.1K2026-11-06
Ti-Trust, Inc
UNCHANGED4,9204,92000%$381.5K$467.6K+$86.1K2026-10-21
Avestar Capital, LLC
DECREASED4,8906,328-1,438-23%$490.7K$464.8K-$25.9K2026-10-28
KG Capital Management
DECREASED4,8895,353-464-9%$415.1K$464.7K+$49.6K2026-10-15
McAdam, LLC
INCREASED4,8884,597+291+6%$356.5K$464.6K+$108.2K2026-10-21
Atlas Brown,Inc.
UNCHANGED4,8484,84800%$375.9K$460.8K+$84.9K2026-10-09
E&G Advisors, LLC
UNCHANGED4,8404,84000%$375.3K$460.0K+$84.7K2026-10-13
Silverlake Wealth Management LLC
INCREASED4,8344,832+2+0%$374.7K$459.5K+$84.8K2026-10-21
Traveka Wealth, LLC
INCREASED4,8334,313+520+12%$334.4K$459.4K+$124.9K2026-10-19
Axxion S.A.
UNCHANGED4,8124,81200%$373.1K$457.4K+$84.3K2026-10-22
Certior Financial Group, LLC
INCREASED4,8064,785+21+0%$371.0K$456.8K+$85.8K2026-10-19
Gallacher Capital Management LLC
DECREASED4,7856,278-1,493-24%$486.8K$454.8K-$32.0K2026-10-30
Financial Management Professionals, Inc.
DECREASED4,7754,800-25-1%$372.2K$453.9K+$81.7K2026-10-23
North Star Investment Management Corp.
DECREASED4,7624,795-33-1%$371.8K$452.6K+$80.8K2026-10-27
Canopy Partners, LLC
DECREASED4,7244,753-29-1%$368.5K$449.0K+$80.5K2026-10-28
Cache Advisors, LLC
UNCHANGED4,6884,68800%$363.5K$445.6K+$82.1K2026-10-16
Apella Capital, LLC
DECREASED4,6635,650-987-17%$463.3K$451.6K-$11.7K2026-10-08
Greenfield Savings Bank
UNCHANGED4,6544,65400%$360.9K$442.4K+$81.5K2026-10-07
Trek Financial, LLC
DECREASED4,63577,042-72,407-94%$6.0M$440.6K-$5.5M2026-10-29
Advisor OS, LLC
DECREASED4,6336,006-1,373-23%$465.7K$440.4K-$25.3K2026-11-03
Breakwater Capital Group
DECREASED4,6064,648-42-1%$360.4K$437.8K+$77.4K2026-10-09
Home Federal Bank of Tennessee
UNCHANGED4,6004,60000%$356.7K$437.2K+$80.5K2026-10-15
Vista Investment Partners II, LLC
INCREASED4,5734,566+7+0%$354.1K$434.7K+$80.6K2026-10-15
Facet Wealth, Inc.
INCREASED4,5373,816+721+19%$295.9K$431.2K+$135.3K2026-11-04
Carret Asset Management, LLC
UNCHANGED4,5364,53600%$351.7K$431.1K+$79.4K2026-11-04
Tucker Asset Management LLC
DECREASED4,5224,567-45-1%$354.1K$429.8K+$75.7K2026-10-29
Chicago Partners Investment Group LLC
INCREASED4,5134,483+30+1%$394.3K$488.3K+$94.0K2026-10-27
Hardin Capital Partners, LLC
DECREASED4,5024,789-287-6%$371.7K$427.9K+$56.2K2026-10-09
Cypress Wealth Services, LLC
INCREASED4,4684,467+1+0%$346.4K$436.2K+$89.8K2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED4,4544,032+422+10%$312.6K$423.3K+$110.7K2026-10-19
Nilsine Partners, LLC
INCREASED4,4494,423+26+1%$343.0K$422.9K+$79.9K2026-11-02
First Financial Corp
UNCHANGED4,4444,44400%$344.6K$422.4K+$77.8K2026-10-13
Nations Financial Group Inc,
DECREASED4,4314,794-363-8%$371.7K$421.2K+$49.5K2026-11-05
Klingman & Associates, LLC
INCREASED4,4294,231+198+5%$328.1K$421.0K+$92.9K2026-10-20
Grange Capital, LLC
UNCHANGED4,4134,41300%$342.2K$419.5K+$77.3K2026-10-20
Pekin Hardy Strauss, Inc.
INCREASED4,3734,069+304+7%$315.5K$415.7K+$100.1K2026-11-02
LVW Advisors, LLC
INCREASED4,3713,609+762+21%$279.8K$415.5K+$135.6K2026-10-19
Founders Financial Securities LLC
INCREASED4,2894,265+24+1%$330.7K$407.7K+$77.0K2026-10-28
Ledyard National Bank
DECREASED4,2884,843-555-11%$375.5K$407.6K+$32.0K2026-10-21
Xponance LLC
INCREASED4,2853,839+446+12%$297.7K$407.3K+$109.6K2026-11-03
Northside Capital Management, LLC
UNCHANGED4,2854,28500%$332.3K$407.3K+$75.0K2026-10-13
Park Capital Management, LLC / WI
INCREASED4,2753,370+905+27%$261.3K$406.3K+$145.0K2026-10-13
Foster Group, Inc.
INCREASED4,2704,244+26+1%$329.1K$405.9K+$76.8K2026-10-13
Symmetry Partners, LLC
NEW4,260—+4,260——$404.9K—2026-10-27
Harbor Capital Advisors, Inc.
NEW4,258—+4,258——$405—2026-10-22
Nolet Wealth Management, LLC
INCREASED4,2353,714+521+14%$288.0K$402.5K+$114.5K2026-10-15
Alchemi Wealth, LLC
INCREASED4,2324,227+5+0%$327.9K$402.4K+$74.5K2026-11-04
55 North Private Wealth, LLC
INCREASED4,2243,798+426+11%$294.5K$401.5K+$107.0K2026-10-20
Raab & Moskowitz Asset Management LLC
UNCHANGED4,2234,22300%$327.4K$401.4K+$73.9K2026-11-02
Cohen Capital Management, Inc.
DECREASED4,20024,200-20,000-83%$1.9M$399.2K-$1.5M2026-10-14
Clear Harbor Asset Management, LLC
INCREASED4,1744,158+16+0%$322.4K$396.7K+$74.3K2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED4,1684,16800%$323.2K$396.2K+$73.0K2026-10-21
Fiduciary Alliance LLC
DECREASED4,1614,755-594-12%$368.7K$395.5K+$26.8K2026-10-13
Alliance Wealth Advisors, LLC
DECREASED4,1484,211-63-1%$326.5K$394.3K+$67.7K2026-10-28
Titleist Asset Management, LLC
INCREASED4,1444,057+87+2%$314.5K$393.9K+$79.4K2026-10-08
Brucke Financial, Inc.
DECREASED4,1325,404-1,272-24%$419.0K$392.7K-$26.3K2026-10-23
PFG Private Wealth Management, LLC
INCREASED4,1133,578+535+15%$277.4K$390.9K+$113.5K2026-10-15
Welch Group, LLC
INCREASED4,1104,068+42+1%$315.4K$390.7K+$75.2K2026-10-29
International Assets Investment Management, LLC
DECREASED4,1085,149-1,041-20%$394.3K$392.8K-$1.5K2026-11-02
SVB Wealth LLC
DECREASED4,0924,238-146-3%$328.6K$388.9K+$60.3K2026-11-06
Harmony Asset Management LLC
DECREASED4,0828,607-4,525-53%$667.4K$388.0K-$279.4K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED4,0724,217-145-3%$327.0K$393.0K+$66.0K2026-10-09
Doliver Advisors, LP
DECREASED4,0624,228-166-4%$327.8K$386.1K+$58.3K2026-10-01
Planned Solutions, Inc.
UNCHANGED4,0564,05600%$314.5K$385.5K+$71.0K2026-10-19
Rose Capital Advisors LLC
NEW4,047—+4,047——$384.7K—2026-11-04
Symphony Financial, Ltd. Co.
INCREASED4,0143,521+493+14%$270.8K$382.1K+$111.3K2026-10-22
Jacobi Capital Management LLC
INCREASED4,0003,933+67+2%$305.0K$380.2K+$75.2K2026-11-05
Avity Investment Management Inc.
UNCHANGED3,9893,98900%$309.3K$379.2K+$69.8K2026-10-09
Diversified Enterprises, LLC
INCREASED3,9863,866+120+3%$299.8K$378.9K+$79.1K2026-10-19
Salem Investment Counselors Inc
UNCHANGED3,9793,97900%$308.5K$378.2K+$69.7K2026-10-13
Independent Wealth Network Inc.
INCREASED3,9723,882+90+2%$301.0K$377.6K+$76.6K2026-10-19
Plan Group Financial, LLC
INCREASED3,9713,722+249+7%$288.6K$419.1K+$130.5K2026-10-22
IPG Investment Advisors LLC
NEW3,960—+3,960——$376.4K—2026-10-30
Palisade Asset Management, LLC
INCREASED3,9433,350+593+18%$259.8K$374.8K+$115.0K2026-11-03
Syverson Strege & Co
DECREASED3,9263,993-67-2%$309.6K$373.2K+$63.5K2026-11-02
Ascentis Independent Advisors
NEW3,925—+3,925——$373.4K—2026-11-03
Hara Capital LLC
DECREASED3,9204,170-250-6%$323.3K$372.6K+$49.3K2026-10-30
Keudell ison Wealth Management
DECREASED3,8663,885-190%$301.2K$367.5K+$66.2K2026-10-16
Old Mission Investment Co LLC
INCREASED3,8633,762+101+3%$291.7K$367.2K+$75.5K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED3,8573,314+543+16%$257.0K$366.6K+$109.6K2026-10-23
Cape Investment Advisory, Inc.
DECREASED3,8533,893-40-1%$301.9K$366.2K+$64.4K2026-10-13
Diligent Investors, LLC
INCREASED3,8383,835+3+0%$297.4K$364.8K+$67.4K2026-10-21
NWF Advisory Services Inc.
INCREASED3,8353,776+59+2%$292.9K$364.5K+$71.7K2026-10-19
HCR Wealth Advisors
INCREASED3,8293,711+118+3%$287.8K$363.9K+$76.2K2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED3,8073,344+463+14%$259.3K$361.9K+$102.6K2026-10-14
Successful Portfolios LLC
UNCHANGED3,8043,80400%$311.9K$367.0K+$55.1K2026-10-09
FNY Investment Advisers, LLC
NEW3,800—+3,800——$361—2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED3,7903,235+555+17%$250.8K$360.2K+$109.4K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED3,7903,79000%$293.9K$360.2K+$66.4K2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED3,7793,817-38-1%$296.0K$359.2K+$63.2K2026-10-09
Advisortrust Partners, LLC
DECREASED3,7693,969-200-5%$307.8K$358.2K+$50.5K2026-11-02
Quadrant Private Wealth Management, LLC
NEW3,756—+3,756——$357.0K—2026-11-04
Procyon Advisors, LLC
DECREASED3,7445,105-1,361-27%$395.9K$355.8K-$40.1K2026-10-21
Ascentis Wealth Management, LLC
INCREASED3,7382,718+1,020+38%$210.8K$355.4K+$144.6K2026-11-03
Ballew Advisors, Inc
DECREASED3,7383,909-171-4%$305.0K$359.7K+$54.7K2026-10-05
Tandem Capital Management Corp
UNCHANGED3,7253,72500%$288.8K$354.1K+$65.2K2026-10-22
American National Bank & Trust
UNCHANGED3,6983,69800%$286.7K$351.5K+$64.8K2026-10-07
Triad Wealth Partners, LLC
INCREASED3,6943,323+371+11%$302.7K$351.1K+$48.4K2026-10-26
Lyell Wealth Management, LP
UNCHANGED3,6853,68500%$285.7K$350.3K+$64.5K2026-10-30
Seven Mile Advisory
DECREASED3,6773,837-160-4%$297.5K$349.5K+$52.0K2026-10-22
Ascent Wealth Partners, LLC
NEW3,675—+3,675——$349.3K—2026-10-23
Cove Private Wealth, LLC
UNCHANGED3,6553,65500%$283.4K$347.4K+$64.0K2026-10-28
Clear Trail Advisors, LLC
UNCHANGED3,6413,64100%$282.3K$346.1K+$63.8K2026-10-20
CRA Financial Services, LLC
INCREASED3,6313,605+26+1%$279.5K$345.1K+$65.6K2026-10-16
Investors Asset Management of Georgia Inc
UNCHANGED3,6253,62500%$281.1K$344.6K+$63.5K2026-10-20
Aspiriant, LLC
NEW3,623—+3,623——$344.4K—2026-10-16
United Community Bank
INCREASED3,6123,400+212+6%$263.6K$343.3K+$79.7K2026-10-28
FSM Wealth Advisors, LLC
INCREASED3,6123,492+120+3%$270.8K$361.9K+$91.2K2026-10-27
Naples Global Advisors, LLC
DECREASED3,6113,837-226-6%$297.5K$343.3K+$45.7K2026-11-05
Cornerstone Wealth Group, LLC
DECREASED3,6053,810-205-5%$295.5K$342.7K+$47.2K2026-11-02
Kozak & Associates, Inc.
INCREASED3,5993,598+1+0%$275.5K$378.6K+$103.1K2026-10-29
Personal CFO Solutions, LLC
DECREASED3,5625,936-2,374-40%$460.3K$338.5K-$121.8K2026-11-06
Cassaday & Co Wealth Management LLC
DECREASED3,5573,612-55-2%$280.0K$338.1K+$58.1K2026-10-27
Westover Capital Advisors, LLC
INCREASED3,5472,700+847+31%$209.4K$337.1K+$127.8K2026-10-26
Woodward Diversified Capital, LLC
DECREASED3,5463,590-44-1%$278.4K$337.0K+$58.7K2026-10-21
VestGen Advisors, LLC
DECREASED3,5373,916-379-10%$303.7K$336.2K+$32.5K2026-10-27
BIP Wealth, LLC
DECREASED3,5373,841-304-8%$297.8K$336.2K+$38.3K2026-10-22
Seed Wealth Management, Inc.
DECREASED3,5276,927-3,400-49%$537.1K$335.2K-$201.9K2026-10-20
Fiduciary Financial Group, LLC
NEW3,522—+3,522——$334.8K—2026-10-13
Calamos Wealth Management LLC
INCREASED3,5212,773+748+27%$215.0K$334.7K+$119.7K2026-11-02
Weinberger Asset Management, Inc
UNCHANGED3,5213,52100%$323.9K$334.7K+$10.8K2026-10-28
Triune Financial Partners, LLC
INCREASED3,5203,491+29+1%$270.7K$334.6K+$63.9K2026-11-03
Stackstone Wealth, LLC
NEW3,518—+3,518——$334.4K—2026-10-19
Advocate Investing Services LLC
UNCHANGED3,5003,50000%$271.4K$332.7K+$61.3K2026-10-26
Founders Capital Management, LLC
UNCHANGED3,4963,49600%$271.1K$332.3K+$61.2K2026-10-23
Tranquility Partners, LLC
DECREASED3,4373,503-66-2%$271.6K$326.7K+$55.1K2026-10-20
Chapin Davis, Inc.
INCREASED3,4263,424+2+0%$265.5K$325.7K+$60.2K2026-10-09
Werba Rubin Papier Wealth Management
DECREASED3,4183,451-33-1%$267.6K$324.9K+$57.3K2026-11-06
Sentry LLC
DECREASED3,4173,642-225-6%$282.4K$324.8K+$42.4K2026-10-30
Aviance Capital Partners, LLC
INCREASED3,4083,308+100+3%$256.5K$323.9K+$67.4K2026-10-29
Plancorp, LLC
INCREASED3,3783,071+307+10%$257.9K$367.1K+$109.2K2026-11-03
Howard Financial Services, Ltd.
INCREASED3,3753,164+211+7%$245.4K$320.8K+$75.4K2026-10-15
Braun-Bostich & Associates Inc.
INCREASED3,3723,368+4+0%$261.2K$320.5K+$59.4K2026-10-20
United Advisor Group, LLC
DECREASED3,3703,463-93-3%$268.5K$320.3K+$51.9K2026-11-03
Oakworth Capital, Inc.
DECREASED3,3693,633-264-7%$280.8K$320.2K+$39.4K2026-10-26
Earned Wealth Advisors, LLC
INCREASED3,3652,708+657+24%$210.0K$319.9K+$109.9K2026-11-06
BLB&B Advisors, LLC
UNCHANGED3,3483,34800%$259.6K$318.2K+$58.6K2026-10-27
Financial & Tax Architects, LLC
UNCHANGED3,3183,31800%$257.3K$315.4K+$58.1K2026-10-15
Corps Capital Advisors, LLC
UNCHANGED3,3163,31600%$257.1K$315.2K+$58.1K2026-11-05
Focus Financial Network, Inc.
INCREASED3,3083,087+221+7%$239.4K$314.4K+$75.1K2026-10-14
Abacus Planning Group, Inc.
DECREASED3,2963,686-390-11%$285.8K$313.3K+$27.5K2026-11-02
Boltwood Capital Management
INCREASED3,2852,725+560+21%$211.3K$312.2K+$100.9K2026-10-02
Knights of Columbus Asset Advisors LLC
DECREASED3,2754,191-916-22%$325.0K$311.3K-$13.7K2026-11-05
Clarus Group, Inc.
INCREASED3,2533,245+8+0%$251.6K$309.2K+$57.6K2026-10-21
Hohimer Wealth Management, LLC
DECREASED3,24950,151-46,902-94%$3.9M$308.8K-$3.6M2026-11-04
New Wave Wealth Advisors LLC
DECREASED3,2453,366-121-4%$261.0K$334.2K+$73.2K2026-10-19
Graves Light Lenhart Wealth, Inc.
UNCHANGED3,2373,23700%$251.0K$307.7K+$56.7K2026-10-09
Simon Quick Advisors, LLC
DECREASED3,2064,632-1,426-31%$359.2K$304.8K-$54.4K2026-10-26
Carnegie Investment Counsel
NEW3,202—+3,202——$304.4K—2026-10-20
SeaBridge Investment Advisors LLC
UNCHANGED3,2003,20000%$248.1K$304.2K+$56.0K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED3,188390+2,798+717%$30.2K$303.0K+$272.8K2026-10-30
Tufton Capital Management
UNCHANGED3,1783,17800%$246.0K$302-$245.7K2026-10-20
Eubel Brady & Suttman Asset Management Inc
INCREASED3,1763,153+23+1%$244.0K$302-$243.7K2026-11-04
Cypress Capital Group
INCREASED3,1593,121+38+1%$242.0K$300.3K+$58.3K2026-11-03
Granite Investment Partners, LLC
UNCHANGED3,1583,15800%$244.9K$300.2K+$55.3K2026-11-04
Johnson Financial Group, LLC
DECREASED3,1513,924-773-20%$304.3K$299.5K-$4.8K2026-11-03
Charles Schwab Trust Co
INCREASED3,1483,048+100+3%$236.3K$299.2K+$62.9K2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED3,1303,13000%$261.7K$297.5K+$35.9K2026-10-22
Spectrum Planning & Advisory Services Inc.
INCREASED3,1162,593+523+20%$201.1K$296.2K+$95.1K2026-11-05
Vontobel Holding Ltd.
NEW3,100—+3,100——$294.6K—2026-10-16
LifeGoal Investments, LLC
NEW3,095—+3,095——$294.2K—2026-10-09
Eagle Harbor Asset Management Inc
DECREASED3,0843,156-72-2%$244.7K$293.1K+$48.4K2026-10-21
First Citizens Bank & Trust Co
DECREASED3,0793,623-544-15%$280.9K$292.7K+$11.7K2026-10-14
Legacy Private Trust Co.
UNCHANGED3,0753,07500%$238.4K$292.3K+$53.8K2026-10-06
AdvisorNet Financial, Inc
INCREASED3,0643,029+35+1%$234.9K$317.4K+$82.5K2026-10-15
Banyan Capital Management, Inc.
DECREASED3,0505,100-2,050-40%$395.5K$289.9K-$105.6K2026-11-05
Peoples Financial Services Corp.
UNCHANGED3,0503,05000%$236.5K$289.9K+$53.4K2026-10-20
Linscomb Wealth, Inc.
DECREASED3,0293,269-240-7%$253.5K$287.9K+$34.4K2026-11-05
Enterprise Financial Services Corp
INCREASED3,0232,943+80+3%$228.2K$287.3K+$59.1K2026-11-03
CFM Wealth Partners LLC
UNCHANGED3,0203,02000%$234.2K$287.1K+$52.9K2026-11-05
Krilogy Financial LLC
INCREASED3,0052,825+180+6%$219.0K$305.3K+$86.2K2026-10-13
GFS Advisors, LLC
INCREASED3,002710+2,292+323%$358.8K$285.0K-$73.8K2026-11-03
Duncker Streett & Co Inc
INCREASED3,0022,994+8+0%$232.2K$285.3K+$53.2K2026-10-27
Appleton Partners Inc
UNCHANGED3,0003,00000%$233.0K$285-$232.7K2026-10-30
Cascade Investment Advisors, Inc.
UNCHANGED3,0003,00000%$232.6K$285.2K+$52.5K2026-11-02
Pavaki Capital Management LLC
UNCHANGED3,0003,00000%$232.6K$285.2K+$52.5K2026-10-26
Wedgewood Investors Inc
UNCHANGED3,0003,00000%$232.6K$285.2K+$52.5K2026-10-28
Broussard Financial Group LLC
NEW2,992—+2,992——$284.4K—2026-10-26
SYM Financial Corp
NEW2,980—+2,980——$283.2K—2026-10-26
Choice Wealth Advisors LLC
UNCHANGED2,9762,97600%$230.8K$282.9K+$52.1K2026-10-16
Marin Bay Wealth Advisors, LLC
UNCHANGED2,9672,96700%$230.1K$282.1K+$52.0K2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED2,9432,94300%$228.2K$279.7K+$51.5K2026-10-28
Roman Butler Fullerton & Co
INCREASED2,9382,934+4+0%$246.4K$308.0K+$61.6K2026-10-27
Avalon Capital Management
NEW2,933—+2,933——$278.8K—2026-11-04
Waldron Private Wealth LLC
INCREASED2,9292,720+209+8%$210.9K$278.4K+$67.5K2026-11-02
Narus Financial Partners, LLC
UNCHANGED2,9282,92800%$227.0K$278.3K+$51.3K2026-10-19
Cpwa, LLC
NEW2,927—+2,927——$297.4K—2026-11-04
RDA Financial Network
DECREASED2,9234,330-1,407-32%$335.7K$277.9K-$57.8K2026-10-15
Confluence Wealth Services, Inc.
DECREASED2,9138,804-5,891-67%$682.6K$276.9K-$405.7K2026-11-05
StoneX Group Inc.
NEW2,905—+2,905——$269.7K—2026-11-03
Partners Wealth Management, LLC
NEW2,876—+2,876——$273.4K—2026-10-28
Cerro Pacific Wealth Advisors LLC
INCREASED2,8642,829+35+1%$219.4K$272.3K+$52.9K2026-10-22
Fort Washington Investment Advisors Inc
DECREASED2,8392,901-62-2%$224.9K$269.8K+$44.9K2026-10-15
CWA Asset Management Group, LLC
INCREASED2,8212,711+110+4%$210.2K$268.1K+$57.9K2026-10-19
Canandaigua National Bank & Trust Co
UNCHANGED2,8162,81600%$218.4K$267.7K+$49.3K2026-10-07
Trust Co
DECREASED2,8082,820-120%$218.7K$266.9K+$48.2K2026-10-09
Root Financial Partners, LLC
NEW2,803—+2,803——$266.4K—2026-10-21
Stirlingshire Investments, Inc.
NEW2,792—+2,792——$265.3K—2026-11-05
RBA Wealth Management, LLC
NEW2,790—+2,790——$265.2K—2026-10-28
Montecito Bank & Trust
DECREASED2,7852,875-90-3%$222.9K$264.7K+$41.8K2026-10-01
Bison Wealth, LLC
NEW2,779—+2,779——$282.3K—2026-10-13
XML Financial, LLC
UNCHANGED2,7772,77700%$215.3K$264.0K+$48.6K2026-10-29
Crusonia Wealth Advisors LLC
INCREASED2,7472,736+11+0%$212.1K$261.1K+$48.9K2026-10-26
Arista Wealth Management, LLC
INCREASED2,7242,695+29+1%$209.0K$258.9K+$49.9K2026-10-29
Thompson Investment Management, Inc.
UNCHANGED2,7012,70100%$209.4K$256.7K+$47.3K2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED2,7002,70000%$209.4K$256.6K+$47.3K2026-10-14
Bourgeon Capital Management LLC
NEW2,679—+2,679——$254.6K—2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED2,6622,66200%$206.4K$253.0K+$46.6K2026-10-15
Hourglass Capital, LLC
UNCHANGED2,6502,65000%$205.5K$251.9K+$46.4K2026-10-26
One Way Holdings LLC
NEW2,646—+2,646——$251.5K—2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED2,6442,649-50%$205.4K$251.4K+$45.9K2026-10-13
Badgley Phelps Wealth Managers, LLC
NEW2,641—+2,641——$251.0K—2026-10-22
Allen Mooney & Barnes Investment Advisors LLC
DECREASED2,6402,714-74-3%$210.4K$251.0K+$40.6K2026-10-08
Nisa Investment Advisors, LLC
INCREASED2,6332,556+77+3%$198.2K$250.3K+$52.1K2026-10-20
SteelPeak Wealth, LLC
INCREASED2,6162,586+30+1%$200.5K$248.6K+$48.1K2026-10-16
Baron Wealth Management LLC
DECREASED2,6062,677-71-3%$207.6K$247.7K+$40.1K2026-10-27
JGP Wealth Management, LLC
NEW2,602—+2,602——$247.3K—2026-10-13
Sage Mountain Advisors LLC
UNCHANGED2,5992,59900%$201.5K$247.0K+$45.5K2026-11-02
Purewater Capital LLC
INCREASED2,5832,581+2+0%$200.1K$245.5K+$45.4K2026-10-23
Keating Investment Counselors Inc
NEW2,575—+2,575——$244.8K—2026-10-14
Interchange Capital Partners, LLC
NEW2,574—+2,574——$244.7K—2026-10-28
Hummer Financial Advisory Services Inc
NEW2,569—+2,569——$244.2K—2026-10-09
Schaper Benz & Wise Investment Counsel Inc
NEW2,565—+2,565——$243.8K—2026-10-09
Chatham Capital Group, Inc.
NEW2,550—+2,550——$242.4K—2026-10-16
Pavion Blue Capital, LLC
NEW2,549—+2,549——$242.3K—2026-11-05
Insight Wealth Strategies, LLC
NEW2,549—+2,549——$242.3K—2026-10-09
Abundance Wealth Counselors
NEW2,545—+2,545——$241.9K—2026-10-26
Wealth Dimensions Group, Ltd.
NEW2,540—+2,540——$241.4K—2026-11-02
Hanson & Doremus Investment Management
DECREASED2,5322,728-196-7%$212.0K$241-$211.8K2026-10-16
Penobscot Investment Management Company, Inc.
NEW2,523—+2,523——$239.8K—2026-10-26
Onyx Bridge Wealth Group LLC
NEW2,519—+2,519——$239.4K—2026-10-16
Beacon Financial Advisory LLC
NEW2,516—+2,516——$239.1K—2026-10-16
VAN Strum & Towne Inc.
NEW2,515—+2,515——$239.1K—2026-11-06
First Premier Bank
UNCHANGED2,5002,50000%$194$238+$442026-10-13
Leonteq Securities AG
UNCHANGED2,5002,50000%$193.9K$237.6K+$43.8K2026-10-29
Stonebridge Financial Group, LLC
NEW2,498—+2,498——$237.4K—2026-10-01
Sepio Capital, LP
DECREASED2,4873,859-1,372-36%$299.2K$236.4K-$62.8K2026-10-22
Essential Investment Partners LLC
UNCHANGED2,4852,48500%$192.7K$236.2K+$43.5K2026-10-27
Austin Asset Management Co Inc
NEW2,464—+2,464——$234.2K—2026-10-29
Bensler, LLC
NEW2,464—+2,464——$234.2K—2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED2,4572,635-178-7%$214.5K$246.2K+$31.7K2026-10-13
Barlow Wealth Partners, LLC
UNCHANGED2,4502,45000%$201.5K$239.2K+$37.7K2026-10-15
August Group Capital Ltd
NEW2,442—+2,442——$232.1K—2026-10-14
Weaver Consulting Group
NEW2,439—+2,439——$231.8K—2026-10-07
Asset One Wealth Management LLC
NEW2,434—+2,434——$231.4K—2026-11-02
Stockman Wealth Management, Inc.
NEW2,430—+2,430——$231.0K—2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
NEW2,428—+2,428——$230.8K—2026-11-02
Embree Financial Group
NEW2,420—+2,420——$230.1K—2026-10-22
Community Financial Services Group, LLC
UNCHANGED2,4192,41900%$185.2K$231.3K+$46.1K2026-10-15
American Institute for Advanced Investment Management, LLP
NEW2,410—+2,410——$229.1K—2026-11-03
CMG Global Holdings, LLC
NEW2,406—+2,406——$228.7K—2026-10-14
Pioneer Trust Bank N A
NEW2,400—+2,400——$228.1K—2026-11-06
Guyasuta Investment Advisors Inc
NEW2,400—+2,400——$228.1K—2026-10-15
Platt Wealth Management LLC
NEW2,400—+2,400——$228—2026-11-04
Lloyd Advisory Services, Llc.
NEW2,396—+2,396——$227.7K—2026-11-02
ARS Investment Partners, LLC
NEW2,395—+2,395——$227.6K—2026-11-05
Tompkins Financial Corp
UNCHANGED2,3942,39400%$185.6K$227.6K+$41.9K2026-10-05
TT Capital Management LLC
NEW2,386—+2,386——$226.8K—2026-10-15
Marathon Strategic Advisors, LLC
NEW2,383—+2,383——$226.5K—2026-10-20
Kaufman Rossin Wealth, LLC
NEW2,383—+2,383——$226.5K—2026-10-19
Lazari Capital Management, Inc.
NEW2,373—+2,373——$225.6K—2026-10-20
First Business Financial Services, Inc.
NEW2,358—+2,358——$224.1K—2026-10-29
Legacy Wealth Management, LLC / MS
NEW2,357—+2,357——$224.0K—2026-10-30
CPA Asset Management Group, LLC
NEW2,356—+2,356——$223.9K—2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,3272,32700%$180.4K$221.2K+$40.7K2026-10-30
Compass Ion Advisors, LLC
NEW2,318—+2,318——$220.4K—2026-10-23
Signal Advisors Wealth, LLC
NEW2,315—+2,315——$220.1K—2026-10-13
Cornerstone Wealth Management, LLC
NEW2,308—+2,308——$219.4K—2026-11-04
Hudock, Inc.
NEW2,289—+2,289——$217.6K—2026-10-14
Cardinal Point Capital Management ULC
DECREASED2,2863,080-794-26%$238.8K$217.3K-$21.5K2026-10-21
Sulzberger Capital Advisors, Inc.
NEW2,284—+2,284——$217.1K—2026-10-20
Oarsman Capital, Inc.
NEW2,269—+2,269——$215.7K—2026-11-05
Curated Wealth Partners LLC
NEW2,266—+2,266——$215.4K—2026-10-15
Heritage Wealth Management, Inc.
NEW2,256—+2,256——$214.4K—2026-10-28
Ejmk Ventures LLC
NEW2,253—+2,253——$214.1K—2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
NEW2,246—+2,246——$213.5K—2026-10-28
Argus Investors' Counsel, Inc.
NEW2,242—+2,242——$213.1K—2026-10-09
Bdfs Capital LLC
NEW2,239—+2,239——$212.8K—2026-10-14
RHS Financial, LLC
DECREASED2,2393,462-1,223-35%$268.4K$212.8K-$55.6K2026-10-13
MW Advisory, LLC
NEW2,225—+2,225——$211.5K—2026-10-19
Global Assets Advisory, LLC
NEW2,224—+2,224——$215.4K—2026-10-28
Altfest L J & Co Inc
NEW2,223—+2,223——$211.2K—2026-10-27
Avail Investment Partners, LLC
NEW2,217—+2,217——$210.7K—2026-10-16
Mills Wealth Advisors LLC
NEW2,209—+2,209——$210.0K—2026-10-22
Oak Harvest Investment Services
NEW2,207—+2,207——$209.8K—2026-10-20
Red Mountain Financial, LLC
NEW2,204—+2,204——$209.4K—2026-11-03
Lantern Wealth Advisors, LLC
NEW2,200—+2,200——$209.1K—2026-10-22
Wealth Quarterback LLC
NEW2,199—+2,199——$209.1K—2026-10-20
Summit Wealth Group LLC / Co
NEW2,193—+2,193——$208.4K—2026-10-29
SevenBridge Financial Group, LLC
NEW2,187—+2,187——$230.8K—2026-10-26
Alpine Bank Wealth Management
DECREASED2,1862,400-214-9%$186.1K$207.8K+$21.7K2026-10-16
MTM Investment Management, LLC
INCREASED2,1682,164+4+0%$167.8K$206.1K+$38.3K2026-10-30
Baker Tilly Wealth Management, LLC
NEW2,166—+2,166——$205.9K—2026-10-05
Laurel Wealth Advisors LLC
NEW2,165—+2,165——$205.8K—2026-10-27
Forza Wealth Management, LLC
NEW2,164—+2,164——$205.7K—2026-10-20
Syntegra Private Wealth Group, LLC
NEW2,160—+2,160——$205.3K—2026-10-13
Avantax Planning Partners, Inc.
NEW2,157—+2,157——$205.0K—2026-11-03
Veery Capital, LLC
NEW2,152—+2,152——$204.5K—2026-10-07
Parkside Financial Bank & Trust
DECREASED2,1472,307-160-7%$178.9K$204.1K+$25.2K2026-10-27
Avion Wealth
UNCHANGED2,1422,14200%$166.0K$203-$165.8K2026-11-04
PFW Advisors LLC
DECREASED2,1252,637-512-19%$204.5K$202.0K-$2.5K2026-10-07
Jeppson Wealth Management, LLC
NEW2,122—+2,122——$201.7K—2026-10-20
Endowment Wealth Management, Inc.
DECREASED2,1152,820-705-25%$218.6K$201.0K-$17.6K2026-11-03
Salomon & Ludwin, LLC
INCREASED2,0992,091+8+0%$160.1K$199.5K+$39.4K2026-10-29
Pinnacle Bancorp, Inc.
DECREASED2,0722,097-25-1%$162.6K$196.9K+$34.3K2026-10-21
Rossby Financial, LCC
INCREASED2,0711,402+669+48%$108.7K$196.8K+$88.1K2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED2,0522,05200%$153.0K$189.6K+$36.6K2026-11-04
Owl Creek Wealth Partners LLC
DECREASED2,0262,232-206-9%$173.1K$192.6K+$19.5K2026-10-20
Boit C F David
NEW2,000—+2,000——$190.1K—2026-10-29
Noble Wealth Management PBC
UNCHANGED1,8861,88600%$146.2K$179.3K+$33.0K2026-10-01
Hilton Head Capital Partners, LLC
DECREASED1,8621,933-71-4%$149.9K$176.9K+$27.0K2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED1,7631,76300%$136.7K$167.6K+$30.9K2026-10-22
Bayforest Capital Ltd
NEW1,752—+1,752——$166.5K—2026-11-03
Compagnie Lombard Odier SCmA
DECREASED1,7503,400-1,650-49%$263.6K$166.3K-$97.3K2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED1,7201,72000%$133.4K$163.5K+$30.1K2026-10-23
GK Wealth Management LLC
NEW1,699—+1,699——$161.5K—2026-10-09
Southern Michigan Bank & Trust
DECREASED1,6981,707-9-1%$132.4K$161.4K+$29.0K2026-10-19
Mcdonald Partners LLC
UNCHANGED1,6951,69500%$131.4K$161.1K+$29.7K2026-11-03
Bfsg, LLC
INCREASED1,6471,619+28+2%$125.5K$156.5K+$31.0K2026-10-30
CoreCap Advisors, LLC
INCREASED1,6171,178+439+37%$91.3K$153.7K+$62.4K2026-10-08
Winthrop Capital Management, LLC
UNCHANGED1,6161,61600%$125.0K$153.6K+$28.6K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED1,5211,52100%$117.9K$144.6K+$26.6K2026-10-22
Tsfg, LLC
UNCHANGED1,4941,49400%$116.0K$142-$115.9K2026-10-23
James T. Borello RIA
INCREASED1,4711,092+379+35%$84.7K$139.8K+$55.1K2026-10-16
Grove Bank & Trust
DECREASED1,4711,474-30%$114.3K$139.8K+$25.5K2026-10-08
Acropolis Investment Management, LLC
UNCHANGED1,4651,46500%$113.6K$139.2K+$25.7K2026-10-08
Alta Capital Management LLC/
NEW1,431—+1,431——$136.0K—2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED1,3501,300+50+4%$100.8K$128.3K+$27.5K2026-10-20
Princeton Global Asset Management LLC
UNCHANGED1,3241,32400%$102.6K$125.8K+$23.2K2026-10-21
Summit Securities Group LLC
UNCHANGED1,3001,30000%$100.8K$123.6K+$22.8K2026-11-05
City State Bank
INCREASED1,2911,230+61+5%$95.4K$122.7K+$27.3K2026-10-20
Manchester Capital Management LLC
UNCHANGED1,2171,21700%$94.4K$115.7K+$21.3K2026-10-22
Clean Yield Group
INCREASED1,200930+270+29%$72.1K$114.1K+$41.9K2026-10-28
Madden Securities Corp
NEW1,172—+1,172——$111.4K—2026-10-27
True Wealth Design, LLC
INCREASED1,165552+613+111%$42.8K$110.7K+$67.9K2026-10-13
Key FInancial Inc
INCREASED1,145941+204+22%$72.9K$108.8K+$35.9K2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED1,1451,14500%$88.8K$108.8K+$20.0K2026-10-13
West Branch Capital LLC
UNCHANGED1,1391,13900%$88.3K$108.3K+$19.9K2026-10-20
Compass Financial Management LLC
INCREASED1,1351,035+100+10%$81.5K$107.9K+$26.5K2026-10-30
Roxbury Financial LLC
INCREASED1,0731,065+8+1%$82.6K$102.0K+$19.4K2026-10-01
Physician Wealth Advisors, Inc.
INCREASED1,069933+136+15%$72.3K$101.6K+$29.3K2026-10-20
City Holding Co
DECREASED1,0381,058-20-2%$82.0K$98.7K+$16.6K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED1,027828+199+24%$64.2K$97.6K+$33.4K2026-10-28
Golden State Wealth Management, LLC
DECREASED1,0221,028-6-1%$79.7K$97.2K+$17.5K2026-11-02
Kelleher Financial Advisors
DECREASED1,0002,000-1,000-50%$155.1K$95.1K-$60.0K2026-10-30
Armstrong Advisory Group, Inc
INCREASED999733+266+36%$56.9K$95.0K+$38.1K2026-10-09
Asset Dedication, LLC
DECREASED9961,177-181-15%$91.3K$94.7K+$3.4K2026-11-03
Elyxium Wealth, LLC
NEW990—+990——$94.1K—2026-10-27
Barrett & Company, Inc.
UNCHANGED95195100%$73.7K$90.4K+$16.7K2026-10-22
Fairscale Capital, LLC
UNCHANGED92092000%$71.3K$100.0K+$28.7K2026-11-04
Sawyer & Company, Inc
UNCHANGED89189100%$69.1K$84.7K+$15.6K2026-10-21
William Mack & Associates, Inc.
NEW888—+888——$84.4K—2026-10-27
Union Savings Bank
DECREASED8811,004-123-12%$77.8K$83.7K+$5.9K2026-10-14
Nfsg Corp
INCREASED853509+344+68%$39.5K$81.1K+$41.6K2026-10-15
Citizens National Bank Trust Department
DECREASED8471,047-200-19%$81.2K$80.5K-$6772026-11-04
First Bancorp, Inc
INCREASED845821+24+3%$63.7K$80.3K+$16.7K2026-10-26
Bayban
UNCHANGED80080000%$62.0K$62.0K$02026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED798793+5+1%$18.0K$76-$18.0K2026-11-04
Fairman Group, LLC
UNCHANGED79779700%$61.8K$75.8K+$14.0K2026-10-26
Gen-Wealth Partners Inc
INCREASED792108+684+633%$8.4K$75.3K+$66.9K2026-11-04
Bank of New Hampshire
UNCHANGED79179100%$61.3K$75.2K+$13.9K2026-10-06
Brown, Lisle Ings, Inc.
INCREASED770270+500+185%$20.9K$73.2K+$52.3K2026-10-16
Proathlete Wealth Management LLC
NEW764—+764——$72.6K—2026-10-15
TFC Financial Management, Inc.
UNCHANGED74174100%$57.4K$70.4K+$13.0K2026-10-26
Westside Investment Management, Inc.
INCREASED734694+40+6%$53.8K$70.6K+$16.8K2026-11-02
Ares Financial Consulting, LLC
DECREASED733747-14-2%$57.9K$69.6K+$11.7K2026-10-19
Albion Financial Group
UNCHANGED70270200%$54.4K$66.7K+$12.3K2026-10-21
Meriwether Wealth & Planning, LLC
NEW695—+695——$66.1K—2026-10-13
Lynch Investment Planning, LLC
NEW689—+689——$65.5K—2026-10-27
CX Institutional
INCREASED673131+542+414%$10$64+$542026-10-02
Evermay Wealth Management LLC
INCREASED622617+5+1%$47.8K$59.1K+$11.3K2026-11-05
Axiom Investment Management LLC
UNCHANGED61561500%$47.7K$58.5K+$10.8K2026-11-03
SJS Investment Consulting Inc.
INCREASED610503+107+21%$39.0K$58.0K+$18.9K2026-10-26
Exchange Traded Concepts, LLC
NEW600—+600——$57.0K—2026-10-28
Blume Capital Management, Inc.
UNCHANGED60060000%$46.5K$57.0K+$10.5K2026-10-26
Guardian Partners Inc.
UNCHANGED60060000%$46.5K$57.0K+$10.5K2026-10-21
Legacy Bridge, LLC
UNCHANGED60060000%$46.5K$57.0K+$10.5K2026-10-28
Highline Wealth Partners LLC
INCREASED584463+121+26%$35.9K$55.5K+$19.6K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED56456400%$44.0K$54-$43.9K2026-10-14
Birch Financial Group, LLC
NEW561—+561——$53.3K—2026-10-27
Winch Advisory Services, LLC
INCREASED548543+5+1%$42.1K$52.1K+$9.9K2026-11-06
West Financial Advisors, LLC
NEW546—+546——$51.9K—2026-10-22
Signature Equity Partners, LLC
INCREASED532392+140+36%$30.4K$50.6K+$20.2K2026-10-29
KFG LLC
NEW513—+513——$48.8K—2026-11-02
Richardson Financial Services Inc.
DECREASED511904-393-43%$70.1K$48.6K-$21.5K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED50450400%$39.1K$47.9K+$8.8K2026-10-15
Hoese & Co LLP
UNCHANGED50050000%$38.8K$47.5K+$8.8K2026-10-21
Towne Trust Company, N.a
UNCHANGED50050000%$38.8K$47.5K+$8.8K2026-10-28
Fortis Group Advisors, LLC
UNCHANGED49249200%$38.2K$46.8K+$8.6K2026-11-06
Archer Investment Corp
UNCHANGED49149100%$38.1K$46.7K+$8.6K2026-11-05
Retirement Wealth Solutions LLC
INCREASED478303+175+58%$23.5K$45.5K+$21.9K2026-10-07
Fortitude Family Office, LLC
INCREASED476450+26+6%$34.9K$45.2K+$10.4K2026-10-14
Wealth Enhancement Trust Services, Inc.
UNCHANGED47547500%$36.8K$45.1K+$8.3K2026-10-07
Abound Wealth Management
INCREASED470345+125+36%$26.7K$44.6K+$17.9K2026-10-26
Jnba Financial Advisors
UNCHANGED46546500%$36.1K$44.2K+$8.1K2026-11-03
Concord Wealth Partners
UNCHANGED46446400%$36.0K$44.1K+$8.1K2026-11-02
Valley National Advisers Inc
UNCHANGED44344300%$34.4K$42.1K+$7.8K2026-10-23
Community Bank, N.A.
UNCHANGED44044000%$34.1K$41.8K+$7.7K2026-11-06
First Pacific Financial
DECREASED419486-67-14%$37.7K$39.8K+$2.1K2026-10-14
Quintet Private Bank (Europe) S.A.
UNCHANGED40740700%$31.6K$38.7K+$7.1K2026-10-08
Navigoe, LLC
UNCHANGED40440400%$31$38+$72026-11-04
Y.D. More Investments Ltd
UNCHANGED40040000%$31.0K$38.0K+$7.0K2026-11-02
Latitude Advisors, LLC
NEW396—+396——$37.7K—2026-10-27
Nova Financial LLC
NEW396—+396——$37.6K—2026-11-04
Byrne Asset Management LLC
INCREASED39464+330+516%$5.0K$37.7K+$32.7K2026-10-06
Pflug Koory, LLC
UNCHANGED39239200%$30.4K$37.3K+$6.9K2026-10-26
DecisionPoint Financial, LLC
INCREASED376217+159+73%$16.6K$36.0K+$19.3K2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW372—+372——$35.4K—2026-10-16
Livelsberger Financial Advisory
NEW349—+349——$33.1K—2026-10-28
StrongBox Wealth, LLC
INCREASED349330+19+6%$25.6K$33.2K+$7.6K2026-11-02
Acumen Wealth Advisors, LLC
INCREASED338309+29+9%$24.0K$32.1K+$8.2K2026-11-05
New England Capital Financial Advisors LLC
UNCHANGED33833800%$26.2K$32.1K+$5.9K2026-11-03
Financial Consulate, Inc
INCREASED327289+38+13%$22.4K$31.1K+$8.7K2026-10-23
Country Trust Bank
INCREASED324291+33+11%$22.6K$30.8K+$8.2K2026-10-30
CGC Financial Services, LLC
UNCHANGED32432400%$25.1K$30.8K+$5.7K2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED31931900%$24.7K$30.3K+$5.6K2026-11-02
Wealth Analytics Partners, LLC
NEW303—+303——$28.8K—2026-10-19
Silver Grove Financial Group, Inc.
INCREASED301259+42+16%$20.1K$28.6K+$8.5K2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED30030000%$23.3K$28.5K+$5.3K2026-10-30
WPG Advisers, LLC
INCREASED294292+2+1%$22.6K$27.9K+$5.3K2026-10-27
Buck Wealth Strategies, LLC
INCREASED26116+245+1531%$1.3K$24.8K+$23.5K2026-10-28
Nemes Rush Group LLC
DECREASED261304-43-14%$23.6K$24.8K+$1.2K2026-11-04
Evolution Wealth Management Inc.
INCREASED257209+48+23%$16.2K$24.4K+$8.2K2026-10-28
First United Bank & Trust
UNCHANGED24024000%$18.6K$22.8K+$4.2K2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED23323300%$18.1K$22.1K+$4.1K2026-10-23
Advantage Trust Co
UNCHANGED22922900%$17.8K$21.8K+$4.0K2026-10-19
Triumph Capital Management
INCREASED223221+2+1%$17.1K$21.2K+$4.1K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED22222200%$17.2K$21.1K+$3.9K2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED21821800%$16.9K$20.7K+$3.8K2026-11-03
Rydar Equities, Inc.
NEW207—+207——$20.1K—2026-10-13
Maseco LLP
UNCHANGED20420400%$15.8K$19.4K+$3.6K2026-10-27
Security National Bank
DECREASED200332-132-40%$25.7K$19.0K-$6.7K2026-10-26
Kentucky Trust Co
UNCHANGED20020000%$15.5K$19.0K+$3.5K2026-10-15
Creative Financial Designs Inc
INCREASED167164+3+2%$12.7K$15.9K+$3.2K2026-11-04
High Note Wealth, LLC
UNCHANGED16616600%$12.9K$15.8K+$2.9K2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED16516500%$12.8K$15.7K+$2.9K2026-10-19
RMG Wealth Management LLC
UNCHANGED16416400%$14.8K$17.3K+$2.6K2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED162191-29-15%$14.8K$15.4K+$5302026-10-16
Markowski Investments
UNCHANGED16116100%$12.5K$15.3K+$2.8K2026-10-30
Monetary Solutions, Ltd
INCREASED160147+13+9%$11.4K$15.2K+$3.8K2026-10-22
UMB Private Wealth Management, LLC
NEW154—+154——$14.6K—2026-10-19
McCarley & Cook Financial Planners
UNCHANGED15015000%$11.6K$14.3K+$2.6K2026-10-21
Essential Partners LLC
UNCHANGED14814800%$11.5K$14.1K+$2.6K2026-10-14
Main Street Group, LTD
INCREASED13983+56+67%$6.4K$13.2K+$6.8K2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED13913900%$10.8K$13.2K+$2.4K2026-10-16
NBH Bank
UNCHANGED13613600%$10.5K$12.9K+$2.4K2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED13513500%$10.5K$12.8K+$2.4K2026-10-21
Clark Wealth Partners
INCREASED130129+1+1%$10.0K$12.4K+$2.4K2026-10-19
Godsey & Gibb, Inc
INCREASED129100+29+29%$7.8K$12.3K+$4.5K2026-10-14
GoalVest Advisory LLC
UNCHANGED12912900%$10.0K$12.3K+$2.3K2026-10-02
MV Capital Management, Inc.
INCREASED127122+5+4%$9.5K$12.1K+$2.6K2026-10-29
Yankcom Partnership
UNCHANGED12212200%$9.5K$11.6K+$2.1K2026-10-15
Planning Strategies Inc.
NEW119—+119——$11.3K—2026-10-02
Gilpin Wealth Management, LLC
NEW118—+118——$11.2K—2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED11411400%$8.8K$10.8K+$2.0K2026-10-23
MB, Levis & Associates, LLC
INCREASED112111+1+1%$8.6K$10.7K+$2.0K2026-10-16
Toth Financial Advisory Corp
NEW105—+105——$10.0K—2026-10-08
Elevation Wealth Partners, LLC
NEW103—+103——$9.8K—2026-10-07
Bare Financial Services, Inc
DECREASED102193-91-47%$15.0K$9.7K-$5.3K2026-11-04
Costello Asset Management, Inc
UNCHANGED10010000%$7.8K$9.5K+$1.8K2026-10-30
Breakwater Investment Management
UNCHANGED969600%$7.4K$9.1K+$1.7K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED9025+65+260%$1.9K$8.6K+$6.6K2026-11-02
Bell Investment Advisors, Inc
INCREASED8964+25+39%$5.0K$8.5K+$3.5K2026-10-29
Valued Wealth Advisors LLC
UNCHANGED898900%$6.9K$8.5K+$1.6K2026-11-05
Fiduciary Advisors, Inc.
NEW85—+85——$8.1K—2026-10-16
Gleason Group, Inc.
UNCHANGED838300%$6.4K$7.9K+$1.5K2026-10-15
Syntax Research, Inc.
UNCHANGED838300%$6.4K$7.9K+$1.5K2026-11-04
Burk Holdings LLC
UNCHANGED696900%$5.4K$6.6K+$1.2K2026-11-05
Rakuten Securities, Inc.
INCREASED6711+56+509%$853$6.4K+$5.5K2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED666600%$5.1K$6.3K+$1.2K2026-10-07
Piscataqua Savings Bank
UNCHANGED666600%$5.1K$6.3K+$1.2K2026-10-21
Kingdom Financial Group Llc.
UNCHANGED626200%$4.8K$5.9K+$1.1K2026-11-04
Mascoma Wealth Management LLC
UNCHANGED545400%$4.2K$5.1K+$9462026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED505000%$3.9K$4.8K+$8762026-10-16
Pacifica Partners Inc.
UNCHANGED505000%$3.9K$4.8K+$8802026-10-09
Covestor Ltd
DECREASED4950-1-2%$4$5+$12026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED474700%$3.6K$4.5K+$8222026-11-04
Olistico Wealth, LLC
UNCHANGED454500%$3.5K$4.3K+$7842026-10-05
Trifecta Capital Advisors, LLC
UNCHANGED444400%$3.4K$4.2K+$7712026-10-21
West Paces Advisors Inc.
UNCHANGED353500%$2.7K$3.3K+$6132026-10-13
John Boyer, Inc.
NEW33—+33——$3.2K—2026-10-27
Sunrise Financial Services, LLC
UNCHANGED333300%$2.6K$3.1K+$5782026-10-21
Balance Wealth Partners LLC
NEW32—+32——$3.0K—2026-10-27
Center for Financial Planning, Inc.
NEW32—+32——$3.0K—2026-10-26
Horrell Capital Management, Inc.
UNCHANGED323200%$2.5K$3.0K+$5612026-10-08
Nvest Wealth Strategies, Inc.
INCREASED3015+15+100%$1.2K$2.9K+$1.7K2026-10-14
Mosley Wealth Management
UNCHANGED262600%$2.0K$2.7K+$6762026-10-16
Fairway Wealth LLC
NEW20—+20——$1.9K—2026-10-30
Atwood & Palmer Inc
UNCHANGED151500%$1.2K$1.4K+$2622026-10-08
Morton Brown Family Wealth, LLC
NEW10—+10——$951—2026-10-23
Hughes Financial Services, LLC
UNCHANGED9900%$698$969+$2712026-10-30
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1100%$78$96+$182026-10-28
Ldic Inc.
CLOSED063,844-63,844-100%$5.0M$0-$5.0M2026-10-14
Wellington Shields Capital Management, LLC
CLOSED021,058-21,058-100%$1.6M$0-$1.6M2026-11-03
Imc-Chicago, LLC
CLOSED020,344-20,344-100%$1.6M$0-$1.6M2026-11-05
Avantra Family Wealth, Inc.
CLOSED06,651-6,651-100%$515.7K$0-$515.7K2026-10-20
Apeiron RIA LLC
CLOSED06,524-6,524-100%$333.8K$0-$333.8K2026-10-08
R Squared Ltd
CLOSED06,266-6,266-100%$485.9K$0-$485.9K2026-11-06
SFG Wealth Management, Llc.
CLOSED05,711-5,711-100%$442.8K$0-$442.8K2026-10-23
Saxon Interests, Inc.
CLOSED04,816-4,816-100%$373.4K$0-$373.4K2026-10-26
Rahlfs Capital, LLC
CLOSED04,777-4,777-100%$370.4K$0-$370.4K2026-10-23
Alpha Omega Wealth Management LLC
CLOSED04,646-4,646-100%$360.3K$0-$360.3K2026-10-23
TritonPoint Partners, LLC
CLOSED04,255-4,255-100%$329.9K$0-$329.9K2026-11-05
Wellington Shields & Co., LLC
CLOSED03,910-3,910-100%$303.2K$0-$303.2K2026-11-03
Riverbridge Partners LLC
CLOSED03,278-3,278-100%$254.2K$0-$254.2K2026-11-05
Walkner Condon Financial Advisors LLC
CLOSED03,021-3,021-100%$202.2K$0-$202.2K2026-11-02
Elevated Private Wealth, LLC
CLOSED02,823-2,823-100%$218.9K$0-$218.9K2026-10-15
Impact Capital Partners LLC
CLOSED02,687-2,687-100%$208.4K$0-$208.4K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,899-1,899-100%$147.3K$0-$147.3K2026-10-14
Cornerstone Planning Group LLC
CLOSED01,222-1,222-100%$107.3K$0-$107.3K2026-10-16
Paradigm Asset Management Co LLC
CLOSED01,118-1,118-100%$86.7K$0-$86.7K2026-11-05
MCF Advisors LLC
CLOSED0962-962-100%$74.6K$0-$74.6K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0870-870-100%$67.4K$0-$67.4K2026-10-26
Founders Capital Management
CLOSED0662-662-100%$51.3K$0-$51.3K2026-10-13
Atlatl Advisers LLC
CLOSED0432-432-100%$33.5K$0-$33.5K2026-10-22
Robinswood Financial LLC
CLOSED0393-393-100%$30.5K$0-$30.5K2026-10-20
Strategic Wealth Advisors LLC
CLOSED0267-267-100%$19$0-$192026-11-06
Commonwealth Retirement Investments LLC
CLOSED0200-200-100%$15.5K$0-$15.5K2026-10-26
Whipplewood Advisors, LLC
CLOSED0190-190-100%$14.7K$0-$14.7K2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED0138-138-100%$10.7K$0-$10.7K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
CLOSED0134-134-100%$10.4K$0-$10.4K2026-10-29
LifeSteps Financial, Inc.
CLOSED0100-100-100%$7.8K$0-$7.8K2026-10-15
United Financial Planning Group LLC
CLOSED070-70-100%$5.4K$0-$5.4K2026-11-04
Peterson Wealth Services
CLOSED047-47-100%$3.6K$0-$3.6K2026-10-26
Brooklyn FI, LLC
CLOSED043-43-100%$3.8K$0-$3.8K2026-11-05
CKW Financial Group
CLOSED012-12-100%$1$0-$12026-10-29
Central Pacific Bank - Trust Division
CLOSED010-10-100%$775$0-$7752026-10-06
Horizon Financial Services, LLC
DECREASED0109-109-100%$8.5K$0-$8.5K2026-11-04
FMR LLC
N/A—87,332,346-87,332,346-100%$6.8B———
Morgan Stanley
N/A—10,779,129-10,779,129-100%$835.8M———
Goldman Sachs Group Inc
N/A—10,560,692-10,560,692-100%$818.9M———
Price T Rowe Associates Inc
N/A—9,835,553-9,835,553-100%$762.7M———
Orbis Allan Gray Ltd
N/A—8,847,436-8,847,436-100%$686.0M———
Mawer Investment Management Ltd.
N/A—8,013,792-8,013,792-100%$621.4M———
Bank of America Corp
N/A—7,709,715-7,709,715-100%$597.8M———
Arrowstreet Capital, Limited Partnership
N/A—6,727,122-6,727,122-100%$521.6M———
Franklin Resources Inc
N/A—6,697,185-6,697,185-100%$519.3M———
Hotchkis & Wiley Capital Management LLC
N/A—6,199,706-6,199,706-100%$480.7M———
Wellington Management Group LLP
N/A—5,732,160-5,732,160-100%$444.5M———
BlackRock, Inc.
N/A—5,437,144-5,437,144-100%$421.6M———
WGI DM, LLC
N/A—4,106,198-4,106,198-100%$318.4M———
Citadel Advisors LLC
N/A—3,886,862-3,886,862-100%$301.6M———
Royal Bank of Canada
N/A—3,869,875-3,869,875-100%$300.1M———
Jennison Associates LLC
N/A—3,306,805-3,306,805-100%$256.4M———
Northern Trust Corp
N/A—3,180,213-3,180,213-100%$246.6M———
D. E. Shaw & Co., Inc.
N/A—3,105,170-3,105,170-100%$240.8M———
Harding Loevner LP
N/A—2,810,624-2,810,624-100%$237.4M———
Rockefeller Capital Management L.P.
N/A—2,769,712-2,769,712-100%$214.8M———
Renaissance Technologies LLC
N/A—2,695,452-2,695,452-100%$209.0M———
Holocene Advisors, LP
N/A—2,633,066-2,633,066-100%$204.2M———
Standard Investments LLC
N/A—2,450,000-2,450,000-100%$190.0M———
Toronto Dominion Bank
N/A—2,448,386-2,448,386-100%$189.8M———
Envestnet Asset Management Inc
N/A—2,352,694-2,352,694-100%$182.4M———
American Century Companies Inc
N/A—2,299,213-2,299,213-100%$178.3M———
Wells Fargo & Company
N/A—2,158,127-2,158,127-100%$167.3M———
Brandes Investment Partners, LP
N/A—2,127,279-2,127,279-100%$165.0M———
Bank of Montreal
N/A—2,093,979-2,093,979-100%$162.4M———
Victory Capital Management Inc
N/A—2,039,770-2,039,770-100%$158.2M———
JPMorgan Chase & Co
N/A—1,980,468-1,980,468-100%$152.3M———
Stifel Financial Corp
N/A—1,897,604-1,897,604-100%$147.1M———
Nuveen, LLC
N/A—1,865,266-1,865,266-100%$144.6M———
State Farm Mutual Automobile Insurance Co
N/A—1,858,028-1,858,028-100%$144.1M———
Raymond James Financial Inc
N/A—1,749,938-1,749,938-100%$135.7M———
UBS Group AG
N/A—1,648,969-1,648,969-100%$127.9M———
Chevy Chase Trust Holdings, LLC
N/A—1,630,273-1,630,273-100%$126.4M———
Milford Funds LTD
N/A—1,629,520-1,629,520-100%$126.4M———
Bridgewater Associates, LP
N/A—1,526,163-1,526,163-100%$118.3M———
LMR Partners LLP
N/A—1,283,528-1,283,528-100%$99.5M———
Silvercrest Asset Management Group LLC
N/A—1,157,279-1,157,279-100%$89.7M———
CIBC Bancorp USA Inc.
N/A—1,137,547-1,137,547-100%$88.2M———
Boston Partners
N/A—1,105,930-1,105,930-100%$85.8M———
First Eagle Investment Management, LLC
N/A—1,073,265-1,073,265-100%$83.2M———
Lord, Abbett & Co. LLC
N/A—1,071,813-1,071,813-100%$83.1M———
Alliancebernstein L.P.
N/A—919,396-919,396-100%$85.5M———
Natixis Advisors, LLC
N/A—871,926-871,926-100%$67.6M———
Engineers Gate Manager LP
N/A—840,770-840,770-100%$65.2M———
Clark Capital Management Group, Inc.
N/A—817,200-817,200-100%$63.4M———
Jones Financial Companies Lllp
N/A—776,654-776,654-100%$59.4M———
Capital Research Global Investors
N/A—740,219-740,219-100%$57.4M———
Teachers Retirement System of the State of Kentucky
N/A—681,430-681,430-100%$52.8M———
Ameriprise Financial Inc
N/A—680,852-680,852-100%$52.5M———
Neuberger Berman Group LLC
N/A—680,466-680,466-100%$52.7M———
Point72 Asset Management, L.P.
N/A—676,603-676,603-100%$52.5M———
Lazard Asset Management LLC
N/A—660,042-660,042-100%$51.2M———
Invesco Ltd.
N/A—647,668-647,668-100%$50.2M———
Van Eck Associates Corp
N/A—643,152-643,152-100%$49.9M———
Optiver Holding B.V.
N/A—592,960-592,960-100%$46.0M———
CIBC World Market Inc.
N/A—586,039-586,039-100%$45.4M———
Empyrean Capital Partners, LP
N/A—583,688-583,688-100%$45.3M———
Voloridge Investment Management, LLC
N/A—579,179-579,179-100%$44.9M———
Two Sigma Investments, LP
N/A—560,008-560,008-100%$43.4M———
First Trust Advisors LP
N/A—536,148-536,148-100%$41.6M———
Fayez Sarofim & Co
N/A—526,094-526,094-100%$40.8M———
Charles Schwab Investment Management Inc
N/A—523,824-523,824-100%$40.6M———
Energy Income Partners, LLC
N/A—496,897-496,897-100%$38.5M———
Curi Capital, LLC
N/A—480,927-480,927-100%$23.7M———
Verition Fund Management LLC
N/A—464,889-464,889-100%$36.0M———
Cerity Partners LLC
N/A—461,152-461,152-100%$35.8M———
Cullen Capital Management, LLC
N/A—448,464-448,464-100%$34.8M———
Tidal Investments LLC
N/A—445,750-445,750-100%$34.6M———
Thomasville National Bank
N/A—433,623-433,623-100%$33.6M———
Capital Fund Management S.A.
N/A—421,015-421,015-100%$32.6M———
Quantinno Capital Management LP
N/A—412,674-412,674-100%$32.0M———
Waverly Advisors, LLC
N/A—407,847-407,847-100%$31.6M———
Great Lakes Advisors, LLC
N/A—385,622-385,622-100%$29.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—379,130-379,130-100%$29.4M———
Gabelli Funds LLC
N/A—369,150-369,150-100%$28.6M———
AQR Capital Management LLC
N/A—360,670-360,670-100%$28.0M———
Guardian Capital LP
N/A—357,942-357,942-100%$27.8M———
Cetera Investment Advisers
N/A—355,545-355,545-100%$27.6M———
Millennium Management LLC
N/A—349,307-349,307-100%$27.1M———
CSM Advisors, LLC
N/A—345,744-345,744-100%$26.8M———
Northwestern Mutual Wealth Management Co
N/A—331,800-331,800-100%$25.7M———
Mariner, LLC
N/A—325,369-325,369-100%$25.2M———
SEI Investments Co
N/A—322,268-322,268-100%$25.0M———
O'shaughnessy Asset Management, LLC
N/A—313,715-313,715-100%$24.3M———
Boothbay Fund Management, LLC
N/A—306,561-306,561-100%$23.8M———
HighTower Advisors, LLC
N/A—293,932-293,932-100%$22.8M———
Yaupon Capital Management LP
N/A—290,199-290,199-100%$22.5M———
Harvest Portfolios Group Inc.
N/A—289,260-289,260-100%$22.4M———
Janney Montgomery Scott LLC
N/A—289,177-289,177-100%$22.4M———
Public Employees Retirement System of Ohio
N/A—264,050-264,050-100%$20.5M———
Pinnacle Financial Partners, Inc.
N/A—256,585-256,585-100%$19.9M———
Northwest & Ethical Investments L.P.
N/A—251,147-251,147-100%$19.5M———
Logan Capital Management Inc
N/A—243,454-243,454-100%$18.9M———
New York State Common Retirement Fund
N/A—232,094-232,094-100%$18.0M———
Thornburg Investment Management Inc
N/A—228,036-228,036-100%$17.7M———
Klingenstein Fields & Co LP
N/A—226,292-226,292-100%$17.5M———
Nomura Holdings Inc
N/A—225,511-225,511-100%$17.5M———
QRG Capital Management, Inc.
N/A—222,107-222,107-100%$17.2M———
Stansberry Asset Management, LLC
N/A—213,476-213,476-100%$16.6M———
Commerce Bank
N/A—211,067-211,067-100%$16.4M———
Marshall Wace, LLP
N/A—210,394-210,394-100%$16.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—201,036-201,036-100%$15.6M———
1832 Asset Management L.P.
N/A—200,072-200,072-100%$15.5M———
M&T Bank Corp
N/A—199,937-199,937-100%$15.5M———
Osaic Holdings, Inc.
N/A—194,216-194,216-100%$15.1M———
National Bank of Canada
N/A—194,088-194,088-100%$15.1M———
TriCert Investment Counsel Inc.
N/A—188,220-188,220-100%$14.6M———
SCS Capital Management LLC
N/A—187,899-187,899-100%$14.6M———
Becker Capital Management Inc
N/A—185,752-185,752-100%$14.4M———
Mercer Global Advisors Inc
N/A—184,687-184,687-100%$14.3M———
Focus Partners Wealth
N/A—182,833-182,833-100%$14.2M———
MML Investors Services, LLC
N/A—181,100-181,100-100%$14.0M———
Van Hulzen Asset Management, LLC
N/A—173,215-173,215-100%$13.4M———
Captrust Financial Advisors
N/A—165,033-165,033-100%$12.8M———
Sanctuary Advisors, LLC
N/A—164,417-164,417-100%$12.7M———
Ibex Wealth Advisors
N/A—164,192-164,192-100%$12.7M———
UBS Asset Management Americas LLC
N/A—160,073-160,073-100%$12.4M———
Entropy Technologies, LP
N/A—146,446-146,446-100%$11.4M———
Vanguard Personalized Indexing Management, LLC
N/A—144,834-144,834-100%$11.2M———
Bragg Financial Advisors, Inc
N/A—139,235-139,235-100%$10.8M———
Pathstone Holdings, LLC
N/A—138,306-138,306-100%$10.7M———
Vestmark Advisory Solutions, Inc.
N/A—137,309-137,309-100%$10.6M———
Life Cycle Investment Partners Ltd
N/A—133,691-133,691-100%$10.4M———
Callan Family Office, LLC
N/A—133,184-133,184-100%$10.3M———
Aventail Capital Group, LP
N/A—131,451-131,451-100%$10.2M———
First National Bank of Omaha
N/A—131,342-131,342-100%$10.1M———
Balyasny Asset Management L.P.
N/A—131,161-131,161-100%$10.2M———
Eagle Capital Management LLC
N/A—131,024-131,024-100%$10.2M———
Capital International Investors
N/A—130,818-130,818-100%$10.1M———
SIT Investment Associates Inc
N/A—128,582-128,582-100%$10.0M———
NewEdge Advisors, LLC
N/A—116,520-116,520-100%$9.0M———
Tower Research Capital LLC (TRC)
N/A—116,486-116,486-100%$9.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—115,770-115,770-100%$9.0M———
Shelter Mutual Insurance Co
N/A—113,750-113,750-100%$8.8M———
Hantz Financial Services, Inc.
N/A—111,184-111,184-100%$8.6M———
Cutler Capital Management, LLC
N/A—109,361-109,361-100%$8.5M———
Manning & Napier Advisors LLC
N/A—108,558-108,558-100%$8.4M———
GTS Securities LLC
N/A—108,250-108,250-100%$8.4M———
Huber Capital Management LLC
N/A—106,278-106,278-100%$8.2M———
Federated Hermes, Inc.
N/A—105,494-105,494-100%$8.2M———
HRT Financial LP
N/A—103,309-103,309-100%$8.0M———
&partners
N/A—100,641-100,641-100%$7.8M———
Townsquare Capital LLC
N/A—98,222-98,222-100%$7.6M———
Foresight Global Investors, Inc.
N/A—96,767-96,767-100%$7.5M———
Susquehanna International Group, LLP
N/A—95,927-95,927-100%$7.4M———
Tocqueville Asset Management L.P.
N/A—94,085-94,085-100%$7.3M———
Amova Asset Management Americas, Inc.
N/A—92,429-92,429-100%$7.2M———
Brown Brothers Harriman & Co
N/A—92,184-92,184-100%$7.1M———
CI Investments Inc.
N/A—91,447-91,447-100%$7.1M———
Orion Porfolio Solutions, LLC
N/A—91,288-91,288-100%$7.1M———
Arax Advisory Partners
N/A—90,680-90,680-100%$7.0M———
New England Asset Management Inc
N/A—90,405-90,405-100%$7.0M———
Squarepoint Ops LLC
N/A—89,858-89,858-100%$7.0M———
MAI Capital Management
N/A—89,268-89,268-100%$6.9M———
SouthState Bank Corp
N/A—86,106-86,106-100%$6.7M———
Jane Street Group, LLC
N/A—85,592-85,592-100%$6.6M———
Stamos Capital Partners, L.P.
N/A—84,239-84,239-100%$6.5M———
Baird Financial Group, Inc.
N/A—82,399-82,399-100%$6.4M———
Claret Asset Management Corp
N/A—79,883-79,883-100%$6.2M———
Employees Retirement System of Texas
N/A—77,916-77,916-100%$6.0M———
Vident Advisory, LLC
N/A—77,590-77,590-100%$6.0M———
Clearbridge Investments, LLC
N/A—76,951-76,951-100%$6.0M———
Atlantic Union Bankshares Corp
N/A—74,661-74,661-100%$5.8M———
Schonfeld Strategic Advisors LLC
N/A—73,829-73,829-100%$5.7M———
Naviter Wealth, LLC
N/A—73,317-73,317-100%$5.7M———
Bleakley Financial Group, LLC
N/A—70,481-70,481-100%$5.5M———
Renaissance Group LLC
N/A—70,331-70,331-100%$5.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—70,076-70,076-100%$5.4M———
Royce & Associates LP
N/A—70,000-70,000-100%$5.4M———
Callodine Capital Management, LP
N/A—66,000-66,000-100%$5.1M———
P.A.W. Capital Corp
N/A—65,340-65,340-100%$5.1M———
Capital World Investors
N/A—64,241-64,241-100%$4.9M———
Galilei Investment Office LLP
N/A—63,920-63,920-100%$2.5M———
Azimuth Capital Investment Management LLC
N/A—57,810-57,810-100%$4.5M———
Fiduciary Trust Co
N/A—57,632-57,632-100%$4.5M———
Blair William & Co
N/A—57,588-57,588-100%$4.5M———
IEQ Capital, LLC
N/A—57,229-57,229-100%$4.4M———
Peapack Gladstone Financial Corp
N/A—57,072-57,072-100%$4.4M———
First Manhattan Co. Llc.
N/A—57,001-57,001-100%$4.4M———
Recurrent Investment Advisors LLC
N/A—56,587-56,587-100%$1.7M———
Aviso Financial Inc.
N/A—55,352-55,352-100%$4.3M———
Stephens Inc
N/A—55,117-55,117-100%$4.3M———
Palogic Value Management, L.P.
N/A—54,698-54,698-100%$4.2M———
Dodge & COX
N/A—54,269-54,269-100%$4.2M———
Rhumbline Advisers
N/A—53,782-53,782-100%$4.2M———
Deutsche Bank Ag\
N/A—52,770-52,770-100%$4.1M———
Federation des caisses Desjardins du Quebec
N/A—52,609-52,609-100%$4.1M———
Nomura Asset Management International Inc.
N/A—52,594-52,594-100%$4.1M———
Steward Partners Investment Advisory, LLC
N/A—52,352-52,352-100%$4.1M———
NewEdge Wealth, LLC
N/A—52,083-52,083-100%$4.0M———
Cary Street Partners Financial LLC
N/A—51,484-51,484-100%$4.0M———
Fort Sheridan Advisors LLC
N/A—50,957-50,957-100%$4.0M———
Old Mission Capital LLC
N/A—49,259-49,259-100%$3.8M———
Parallax Volatility Advisers, L.P.
N/A—47,775-47,775-100%$3.7M———
Huntington National Bank
N/A—47,664-47,664-100%$3.7M———
Quantitative Investment Management, LLC
N/A—44,507-44,507-100%$3.5M———
Beacon Pointe Advisors, LLC
N/A—43,299-43,299-100%$3.4M———
Caprock Group, LLC
N/A—43,058-43,058-100%$3.3M———
XY Capital Ltd
N/A—42,854-42,854-100%$3.3M———
Glenmede Trust Co NA
N/A—42,654-42,654-100%$3.3M———
Scotia Capital Inc.
N/A—42,626-42,626-100%$3.3M———
Advisory Services Network, LLC
N/A—42,321-42,321-100%$3.3M———
Sequoia Financial Advisors, LLC
N/A—42,146-42,146-100%$3.3M———
United Capital Financial Advisors, LLC
N/A—41,997-41,997-100%$3.3M———
Integrated Quantitative Investments LLC
N/A—41,632-41,632-100%$3.2M———
Dixon Mitchell Investment Counsel Inc.
N/A—40,700-40,700-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—40,546-40,546-100%$3.1M———
Brown Advisory Inc
N/A—40,165-40,165-100%$3.1M———
Ausdal Financial Partners, Inc.
N/A—39,026-39,026-100%$3.0M———
Drexel Morgan & Co.
N/A—38,544-38,544-100%$3.0M———
DRW Securities, LLC
N/A—38,317-38,317-100%$3.0M———
Quadrature Capital Ltd
N/A—37,461-37,461-100%$2.9M———
Pettyjohn, Wood & White, Inc
N/A—37,272-37,272-100%$2.9M———
Flow Traders U.S. LLC
N/A—36,845-36,845-100%$2.9M———
Bank of Nova Scotia Trust Co
N/A—36,549-36,549-100%$2.8M———
Nelson Capital Management, LLC
N/A—35,959-35,959-100%$2.8M———
Arkadios Wealth Advisors
N/A—35,924-35,924-100%$2.8M———
Rathbones Group PLC
N/A—34,448-34,448-100%$2.7M———
State Street Corp
N/A—34,376-34,376-100%$2.7M———
Bollard Group LLC
N/A—33,832-33,832-100%$2.6M———
Westview Management dba Westview Investment Advisors
N/A—33,246-33,246-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—33,062-33,062-100%$2.6M———
Moors & Cabot, Inc.
N/A—32,971-32,971-100%$2.6M———
BBR Partners, LLC
N/A—32,890-32,890-100%$2.6M———
Summit Trail Advisors, LLC
N/A—32,604-32,604-100%$2.5M———
Independent Advisor Alliance
N/A—32,536-32,536-100%$2.5M———
EP Wealth Advisors, LLC
N/A—32,522-32,522-100%$2.5M———
Quest Investment Management LLC
N/A—32,114-32,114-100%$2.5M———
Bank OZK
N/A—31,749-31,749-100%$2.5M———
Simmons Bank
N/A—31,149-31,149-100%$2.4M———
Principal Securities, Inc.
N/A—31,135-31,135-100%$2.4M———
Snowden Capital Advisors LLC
N/A—30,698-30,698-100%$2.4M———
Segall Bryant & Hamill, LLC
N/A—30,526-30,526-100%$2.4M———
Cannell & Spears LLC
N/A—29,903-29,903-100%$2.3M———
Great Valley Advisor Group, Inc.
N/A—29,356-29,356-100%$2.3M———
Lester Murray Antman dba SimplyRich
N/A—29,281-29,281-100%$2.3M———
Coppell Advisory Solutions LLC
N/A—29,095-29,095-100%$1.5M———
Cornerstone Select Advisors, LLC
N/A—28,955-28,955-100%$2.2M———
Trustmark Bank Trust Department
N/A—27,644-27,644-100%$2.1M———
Advisors Asset Management, Inc.
N/A—27,144-27,144-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—27,021-27,021-100%$2.1M———
South Dakota Investment Council
N/A—26,936-26,936-100%$2.1M———
Howe & Rusling Inc
N/A—26,694-26,694-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—26,675-26,675-100%$2.1M———
Potomac Fund Management Inc
N/A—26,621-26,621-100%$2.1M———
Emerald Investment Advisers, LLC
N/A—26,510-26,510-100%$2.1M———
Dynasty Wealth Management, LLC
N/A—26,458-26,458-100%$2.1M———
World Investment Advisors
N/A—25,364-25,364-100%$2.3M———
PCM Encore, LLC
N/A—25,294-25,294-100%$2.0M———
Prosperity Consulting Group, LLC
N/A—25,286-25,286-100%$2.0M———
Altrafin AG
N/A—25,200-25,200-100%$2.0M———
Hartree Partners, LP
N/A—25,000-25,000-100%$1.9M———
Phoenix Financial Ltd.
N/A—24,500-24,500-100%$1.9M———
Benjamin Edwards Inc
N/A—23,859-23,859-100%$1.8M———
Farringdon Capital, Ltd.
N/A—23,788-23,788-100%$1.8M———
RWA Wealth Partners, LLC
N/A—23,761-23,761-100%$1.8M———
Global Retirement Partners, LLC
N/A—23,297-23,297-100%$1.8M———
Brooks, Moore & Associates, Inc.
N/A—22,695-22,695-100%$1.8M———
HSBC Holdings PLC
N/A—22,671-22,671-100%$1.8M———
Resolute Capital, LLC
N/A—22,384-22,384-100%$1.7M———
Wealthspire Advisors, LLC
N/A—22,259-22,259-100%$1.7M———
PFG Investments, LLC
N/A—22,196-22,196-100%$1.7M———
Smartleaf Asset Management LLC
N/A—22,086-22,086-100%$1.7M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—21,597-21,597-100%$1.7M———
Evolve Private Wealth, LLC
N/A—21,298-21,298-100%$1.7M———
Savvy Advisors, Inc.
N/A—20,989-20,989-100%$1.6M———
Lowe Brockenbrough & Co Inc
N/A—20,977-20,977-100%$1.6M———
BTC Capital Management, Inc.
N/A—20,869-20,869-100%$1.6M———
Private Advisor Group, LLC
N/A—20,833-20,833-100%$1.6M———
Bogart Wealth, LLC
N/A—20,774-20,774-100%$1.6M———
Credit Agricole S A
N/A—20,766-20,766-100%$1.6M———
Checchi Capital Advisers, LLC
N/A—20,713-20,713-100%$1.6M———
Madison Asset Management, LLC
N/A—19,742-19,742-100%$1.5M———
Octavia Wealth Advisors, LLC
N/A—19,742-19,742-100%$1.5M———
Bridgefront Capital, LLC
N/A—19,105-19,105-100%$1.5M———
Bessemer Group Inc
N/A—19,074-19,074-100%$1.5M———
denkapparat Operations GmbH
N/A—19,038-19,038-100%$1.5M———
Summit Financial, LLC
N/A—19,000-19,000-100%$1.5M———
Composition Wealth, LLC
N/A—18,755-18,755-100%$1.5M———
Leavell Investment Management, Inc.
N/A—18,542-18,542-100%$1.4M———
Integrated Investment Consultants, LLC
N/A—18,532-18,532-100%$1.4M———
Coastal Bridge Advisors, LLC
N/A—18,391-18,391-100%$1.4M———
Sivia Capital Partners, LLC
N/A—18,306-18,306-100%$1.4M———
Acadian Asset Management LLC
N/A—18,276-18,276-100%$1.4M———
Harbour Investment Management LLC
N/A—17,978-17,978-100%$1.4M———
Foster & Motley Inc
N/A—17,790-17,790-100%$1.4M———
Bank of Nova Scotia
N/A—17,790-17,790-100%$1.4M———
Johnson Investment Counsel Inc
N/A—17,745-17,745-100%$1.4M———
WealthTrust Axiom LLC
N/A—17,622-17,622-100%$1.4M———
PCB Capital LLC
N/A—17,501-17,501-100%$1.4M———
Hilltop Holdings Inc.
N/A—17,332-17,332-100%$1.3M———
CSS LLC
N/A—17,211-17,211-100%$1.3M———
Harbour Investments, Inc.
N/A—17,148-17,148-100%$1.3M———
HBK Sorce Advisory LLC
N/A—16,814-16,814-100%$1.5M———
Earnest Partners LLC
N/A—16,623-16,623-100%$1.3M———
Coldstream Capital Management Inc
N/A—16,604-16,604-100%$1.3M———
LSV Asset Management
N/A—16,500-16,500-100%$1.3M———
F/m Investments LLC
N/A—16,479-16,479-100%$1.3M———
Nicolet Bankshares Inc
N/A—16,432-16,432-100%$1.3M———
Auxier Asset Management LLC
N/A—16,098-16,098-100%$1.2M———
Havemeyer Place LP
N/A—15,973-15,973-100%$1.2M———
Marietta Investment Partners LLC
N/A—15,924-15,924-100%$1.2M———
Shufro Rose & Co LLC
N/A—15,750-15,750-100%$1.2M———
AlTi Global, Inc.
N/A—15,661-15,661-100%$1.2M———
Ballentine Partners, LLC
N/A—15,478-15,478-100%$1.2M———
Game Creek Capital, LP
N/A—15,400-15,400-100%$1.2M———
Cresset Asset Management, LLC
N/A—15,184-15,184-100%$1.2M———
Fora Capital, LLC
N/A—15,133-15,133-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—15,015-15,015-100%$1.2M———
Texas Yale Capital Corp.
N/A—14,923-14,923-100%$1.2M———
IHT Wealth Management, LLC
N/A—14,699-14,699-100%$1.1M———
AE Wealth Management LLC
N/A—14,501-14,501-100%$1.1M———
American Financial Group Inc
N/A—14,500-14,500-100%$1.1M———
Campbell & Co Investment Adviser LLC
N/A—14,337-14,337-100%$1.1M———
Hancock Whitney Corp
N/A—13,790-13,790-100%$1.1M———
Equitable Holdings, Inc.
N/A—13,670-13,670-100%$1.1M———
Crewe Advisors LLC
N/A—13,577-13,577-100%$1.1M———
Everstar Asset Management, LLC
N/A—13,325-13,325-100%$1.0M———
Caption Management, LLC
N/A—13,300-13,300-100%$1.0M———
Transcend Capital Advisors, LLC
N/A—13,274-13,274-100%$1.0M———
W1m Asset Management Ltd
N/A—13,261-13,261-100%$1.0M———
Alyeska Investment Group, L.P.
N/A—13,049-13,049-100%$1.0M———
Rodgers Brothers Inc.
N/A—13,000-13,000-100%$1.0M———
Strait & Sound Wealth Management LLC
N/A—12,992-12,992-100%$1.0M———
SG Americas Securities, LLC
N/A—12,958-12,958-100%$1.0M———
Beck Mack & Oliver LLC
N/A—12,947-12,947-100%$1.0M———
Motco
N/A—12,912-12,912-100%$1.0M———
Family Manage LLC
N/A—12,912-12,912-100%$1.0M———
Syon Capital LLC
N/A—12,849-12,849-100%$996.3K———
PIN OAK Investment Advisors Inc
N/A—12,688-12,688-100%$984.0K———
One Wealth Advisors, LLC
N/A—12,356-12,356-100%$958.1K———
Intrust Bank NA
N/A—12,352-12,352-100%$957.8K———
West Family Investments, Inc.
N/A—12,116-12,116-100%$939.5K———
Pitcairn Wealth Advisors LLC
N/A—12,035-12,035-100%$933.2K———
Fiera Capital Corp
N/A—11,964-11,964-100%$927.7K———
Main Street Financial Solutions, LLC
N/A—11,937-11,937-100%$925.6K———
Fidelis Capital Partners, LLC
N/A—11,935-11,935-100%$925.4K———
Summitry LLC
N/A—11,807-11,807-100%$915.5K———
Dorsey & Whitney Trust Co LLC
N/A—11,752-11,752-100%$911.3K———
Guggenheim Capital LLC
N/A—11,689-11,689-100%$906.4K———
Diversified Trust Co
N/A—11,675-11,675-100%$905.3K———
Schulhoff & Co Inc
N/A—11,515-11,515-100%$892.9K———
Aptus Capital Advisors, LLC
N/A—11,404-11,404-100%$884.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,399-11,399-100%$883.9K———
Hudson Portfolio Management LLC
N/A—11,372-11,372-100%$881.8K———
Flputnam Investment Management Co
N/A—11,349-11,349-100%$880.0K———
Sierra Capital LLC
N/A—11,327-11,327-100%$878.3K———
Ingalls & Snyder LLC
N/A—11,197-11,197-100%$868.0K———
HM Payson & Co
N/A—11,158-11,158-100%$865.2K———
Bradley Foster & Sargent Inc
N/A—11,021-11,021-100%$854.6K———
Glen Eagle Advisors, LLC
N/A—10,981-10,981-100%$851.5K———
Denali Advisors LLC
N/A—10,935-10,935-100%$847.9K———
Mutual Advisors, LLC
N/A—10,876-10,876-100%$843.4K———
Basecamp Wealth Advisors LLC
N/A—10,868-10,868-100%$842.7K———
Banco de Sabadell, S.a
N/A—10,766-10,766-100%$833.0K———
Gateway Wealth Partners, LLC
N/A—10,720-10,720-100%$831.2K———
Cura Wealth Advisors, LLC
N/A—10,631-10,631-100%$824.3K———
Smithfield Trust Co
N/A—10,524-10,524-100%$815.0K———
Frec Markets, Inc.
N/A—10,469-10,469-100%$811.8K———
Smith, Moore & Co.
N/A—10,280-10,280-100%$797.1K———
Nwam LLC
N/A—10,266-10,266-100%$796.1K———
Evelyn Partners Group Ltd
N/A—10,251-10,251-100%$794.9K———
Envestnet Portfolio Solutions, Inc.
N/A—10,213-10,213-100%$791.9K———
Pingora Partners LLC
N/A—10,170-10,170-100%$788.6K———
Gamco Investors, Inc. ET AL
N/A—10,102-10,102-100%$783.3K———
Payne Capital LLC
N/A—10,000-10,000-100%$775.4K———
Salt Holding Corp.
N/A—9,938-9,938-100%$770.6K———
Hayek Kallen Investment Management
N/A—9,904-9,904-100%$768.0K———
Transamerica Financial Advisors, LLC
N/A—9,771-9,771-100%$757.6K———
Haverford Trust Co
N/A—9,710-9,710-100%$752.9K———
First Wilshire Securities Management Inc
N/A—9,630-9,630-100%$746.7K———
Arkos Global Advisors
N/A—9,621-9,621-100%$746.0K———
Choate Investment Advisors
N/A—9,542-9,542-100%$739.9K———
LOM Asset Management Ltd
N/A—9,530-9,530-100%$739.0K———
OneDigital Investment Advisors LLC
N/A—9,444-9,444-100%$732.3K———
Bartlett & Co. Wealth Management LLC
N/A—9,362-9,362-100%$725.9K———
Bridgewater Advisors Inc.
N/A—9,344-9,344-100%$851.0K———
Argent Trust Co
N/A—9,218-9,218-100%$714.8K———
Old North State Trust, LLC
N/A—9,210-9,210-100%$714.0K———
Roehl & Yi Investment Advisors, LLC
N/A—8,797-8,797-100%$682.1K———
Cozad Asset Management Inc
N/A—8,742-8,742-100%$677.9K———
Empower Advisory Group, LLC
N/A—8,638-8,638-100%$669.8K———
RiverFront Investment Group, LLC
N/A—8,628-8,628-100%$669.0K———
Dearborn Partners LLC
N/A—8,625-8,625-100%$668.8K———
National Philanthropic Trust
N/A—8,587-8,587-100%$665.8K———
Fortress Private Ledger, LLC
N/A—8,513-8,513-100%$660.1K———
Pure Financial Advisors, LLC
N/A—8,467-8,467-100%$656.5K———
Altshuler Shaham Ltd
N/A—8,436-8,436-100%$654.1K———
EntryPoint Capital, LLC
N/A—8,393-8,393-100%$650.8K———
Texas Capital Bank Wealth Management Services Inc
N/A—8,333-8,333-100%$646.1K———
Jaffetilchin Investment Partners, LLC
N/A—8,215-8,215-100%$637.0K———
Mairs & Power Inc
N/A—8,132-8,132-100%$630.6K———
Icon Wealth Advisors, LLC
N/A—8,121-8,121-100%$629.7K———
Estabrook Capital Management
N/A—8,115-8,115-100%$629.2K———
Westwood Holdings Group Inc
N/A—8,105-8,105-100%$628.5K———
Picton Mahoney Asset Management
N/A—8,075-8,075-100%$313.7K———
Douglass Winthrop Advisors, LLC
N/A—8,040-8,040-100%$623.4K———
Evernest Financial Advisors, LLC
N/A—8,006-8,006-100%$620.8K———
Orion Investment Co
N/A—7,989-7,989-100%$619.5K———
Bruce G. Allen Investments, LLC
N/A—7,978-7,978-100%$618.6K———
Modern Wealth Management, LLC
N/A—7,973-7,973-100%$618.2K———
Ameritas Advisory Services, LLC
N/A—7,926-7,926-100%$614.6K———
Hollencrest Capital Management
N/A—7,906-7,906-100%$613.1K———
Stock Yards Bank & Trust Co
N/A—7,863-7,863-100%$609.7K———
VeraBank, N.A.
N/A—7,568-7,568-100%$586.8K———
Belpointe Asset Management LLC
N/A—7,536-7,536-100%$584.4K———
NorthCoast Asset Management LLC
N/A—7,510-7,510-100%$582.3K———
Boston Family Office LLC
N/A—7,509-7,509-100%$582.0K———
Fielder Capital Group LLC
N/A—7,469-7,469-100%$579.2K———
Gotham Asset Management, LLC
N/A—7,451-7,451-100%$577.8K———
BFC Planning, Inc.
N/A—7,412-7,412-100%$574.8K———
Kovack Advisors, Inc.
N/A—7,284-7,284-100%$558.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,210-7,210-100%$559.1K———
Drive Wealth Management, LLC
N/A—7,161-7,161-100%$555.3K———
Schnieders Capital Management, Llc.
N/A—7,095-7,095-100%$550.1K———
Select Asset Management & Trust
N/A—7,074-7,074-100%$549.0K———
Jupiter Topco LLC
N/A—7,026-7,026-100%$544.8K———
FAS Wealth Partners, Inc.
N/A—6,872-6,872-100%$532.8K———
Wealth Alliance, LLC
N/A—6,843-6,843-100%$530.6K———
Capula Management Ltd
N/A—6,819-6,819-100%$528.7K———
New Republic Capital, LLC
N/A—6,771-6,771-100%$525.6K———
Portland Global Advisors LLC
N/A—6,770-6,770-100%$524.9K———
Avant Capital LLC
N/A—6,748-6,748-100%$523.2K———
Rothschild Investment LLC
N/A—6,741-6,741-100%$522.7K———
Broyhill Asset Management, LLC
N/A—6,740-6,740-100%$522.6K———
Calton & Associates, Inc.
N/A—6,722-6,722-100%$521.2K———
Peregrine Asset Advisers, Inc.
N/A—6,659-6,659-100%$516.3K———
Davis R M Inc
N/A—6,500-6,500-100%$504.0K———
Canal Capital Management, LLC
N/A—6,494-6,494-100%$503.6K———
Sfmg, LLC
N/A—6,393-6,393-100%$495.7K———
SOA Wealth Advisors, Llc.
N/A—6,377-6,377-100%$43.8K———
Minot DeBlois Advisors LLC
N/A—6,328-6,328-100%$490.7K———
Moneta Group Investment Advisors LLC
N/A—6,287-6,287-100%$487.5K———
Wallace Advisory Group, LLC
N/A—6,272-6,272-100%$486.3K———
Capital Advisors Inc
N/A—6,201-6,201-100%$480.8K———
SIG Brokerage, LP
N/A—6,110-6,110-100%$473.8K———
Hardy Reed LLC
N/A—6,081-6,081-100%$471.5K———
Hamel Associates, Inc.
N/A—6,050-6,050-100%$466.5K———
GQG Partners LLC
N/A—6,001-6,001-100%$465.3K———
Rexford Capital Inc
N/A—5,858-5,858-100%$454.2K———
Eight 31 Financial, LLC
N/A—5,855-5,855-100%$454.0K———
Qtron Investments LLC
N/A—5,836-5,836-100%$452.5K———
Sittner & Nelson, LLC
N/A—5,828-5,828-100%$451.9K———
First National Bank of Hutchinson
N/A—5,808-5,808-100%$450.4K———
ClearAlpha Technologies LP
N/A—5,802-5,802-100%$449.9K———
Advisors Capital Management, LLC
N/A—5,791-5,791-100%$449.1K———
Beaton Management Co. Inc.
N/A—5,740-5,740-100%$445.0K———
Dynamic Technology Lab Private Ltd
N/A—5,722-5,722-100%$444.0K———
Dopkins Wealth Management, LLC
N/A—5,696-5,696-100%$441.7K———
Essex Financial Services, Inc.
N/A—5,671-5,671-100%$439.7K———
Wulff, Hansen & Co.
N/A—5,611-5,611-100%$435.1K———
Freestone Capital Holdings, LLC
N/A—5,566-5,566-100%$431.6K———
Puzo Michael J
N/A—5,450-5,450-100%$422.6K———
Berkeley Capital Partners, LLC
N/A—5,406-5,406-100%$419.2K———
Venturi Wealth Management, LLC
N/A—5,239-5,239-100%$406.2K———
Bridges Investment Management Inc
N/A—5,193-5,193-100%$402.7K———
Bluespring Wealth Management, LLC
N/A—5,150-5,150-100%$399.3K———
Element Wealth, LLC
N/A—5,149-5,149-100%$399.3K———
Foundations Investment Advisors, LLC
N/A—5,108-5,108-100%$396.1K———
LaSalle St. Investment Advisors, LLC
N/A—5,075-5,075-100%$393.5K———
Aimz Investment Advisors, LLC
N/A—5,025-5,025-100%$389.6K———
VPR Management LLC
N/A—5,000-5,000-100%$387.7K———
Oxford Financial Group, Ltd. LLC
N/A—4,969-4,969-100%$385.3K———
Semper Augustus Investments Group LLC
N/A—4,968-4,968-100%$385.2K———
Templeton & Phillips Capital Management, LLC
N/A—4,940-4,940-100%$383.0K———
OneAscent Financial Services LLC
N/A—4,930-4,930-100%$382.3K———
Geneos Wealth Management Inc.
N/A—4,929-4,929-100%$382.2K———
Keystone Financial Group
N/A—4,896-4,896-100%$379.6K———
Gallagher Fiduciary Advisors, LLC
N/A—4,785-4,785-100%$371.0K———
Quotient Wealth Partners, LLC
N/A—4,771-4,771-100%$369.9K———
Capital Analysts, LLC
N/A—4,659-4,659-100%$353.0K———
Resurgent Financial Advisors LLC
N/A—4,551-4,551-100%$352.9K———
Parvin Asset Management, LLC
N/A—4,500-4,500-100%$348.9K———
Cary Street Partners Investment Advisory LLC
N/A—4,481-4,481-100%$347.5K———
Strategic Global Advisors, LLC
N/A—4,438-4,438-100%$344.1K———
Paragon Capital Management LLC
N/A—4,438-4,438-100%$344.1K———
Colter Lewis Investment Partners LLC
N/A—4,427-4,427-100%$343.3K———
Cetera Trust Company, N.a
N/A—4,415-4,415-100%$342.3K———
Jain Global LLC
N/A—4,406-4,406-100%$341.6K———
Kelly Lawrence W & Associates Inc
N/A—4,400-4,400-100%$341.2K———
Anchor Investment Management, LLC
N/A—4,338-4,338-100%$336.4K———
Hexagon Capital Partners LLC
N/A—4,337-4,337-100%$336.3K———
Mosaic Family Wealth Partners, LLC
N/A—4,325-4,325-100%$335.4K———
Phillips Wealth Planners LLC
N/A—4,313-4,313-100%$353.6K———
Hardman Johnston Global Advisors LLC
N/A—4,300-4,300-100%$333.4K———
Keebeck Wealth Management
N/A—4,266-4,266-100%$330.8K———
First Foundation Advisors
N/A—4,253-4,253-100%$329.8K———
Financial Engines Advisors L.L.C.
N/A—4,250-4,250-100%$329.5K———
American Money Management, LLC
N/A—4,249-4,249-100%$329.4K———
Ancora Advisors LLCA
N/A—4,228-4,228-100%$327.8K———
Stokes Family Office, LLC
N/A—4,218-4,218-100%$327.1K———
Westmount Partners, LLC
N/A—4,212-4,212-100%$326.6K———
ST Germain D J Co Inc
N/A—4,209-4,209-100%$326.4K———
Kintra Wealth, LLC
N/A—4,166-4,166-100%$374.6K———
Marco Investment Management LLC
N/A—4,123-4,123-100%$319.7K———
Southeast Asset Advisors, LLC
N/A—4,115-4,115-100%$319.1K———
CreativeOne Wealth, LLC
N/A—4,105-4,105-100%$318.3K———
Lafayette Investments, Inc.
N/A—4,103-4,103-100%$318.1K———
Horizon Investments, LLC
N/A—4,046-4,046-100%$313.7K———
Accretive Wealth Partners, LLC
N/A—4,000-4,000-100%$310.2K———
Heritage Wealth Advisors
N/A—3,997-3,997-100%$309.9K———
ESL Trust Services, LLC
N/A—3,984-3,984-100%$308.9K———
Flatrock Wealth Partners LLC
N/A—3,940-3,940-100%$305.5K———
Mayflower Financial Advisors, LLC
N/A—3,904-3,904-100%$302.7K———
Greenline Partners, LLC
N/A—3,875-3,875-100%$300.5K———
Comprehensive Money Management Services LLC
N/A—3,857-3,857-100%$299.1K———
Purkiss Capital Advisors LLC
N/A—3,832-3,832-100%$297.1K———
Aspen Grove Capital, LLC
N/A—3,827-3,827-100%$296.8K———
Mattson Financial Services, LLC
N/A—3,824-3,824-100%$325.3K———
Winton Group Ltd
N/A—3,800-3,800-100%$294.7K———
North Star Asset Management Inc
N/A—3,787-3,787-100%$293.6K———
EWA, LLC
N/A—3,786-3,786-100%$293.5K———
Shepherd Wealth Management Ltd Liability Co
N/A—3,770-3,770-100%$347.6K———
Red Door Wealth Management, LLC
N/A—3,743-3,743-100%$290.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,709-3,709-100%$287.6K———
Tyche Wealth Partners LLC
N/A—3,638-3,638-100%$282.1K———
FLC Capital Advisors
N/A—3,637-3,637-100%$282.0K———
Goodman Financial Corp
N/A—3,626-3,626-100%$281.2K———
Western Wealth Management, LLC
N/A—3,604-3,604-100%$279.5K———
Bluefin Capital Management, LLC
N/A—3,600-3,600-100%$279.1K———
Brown Financial Advisors
N/A—3,567-3,567-100%$276.6K———
Berger Financial Group, Inc
N/A—3,566-3,566-100%$276.5K———
Broadwater Capital Management LLC
N/A—3,565-3,565-100%$276.4K———
Fiduciary Group, LLC
N/A—3,528-3,528-100%$273.6K———
Rehmann Capital Advisory Group
N/A—3,521-3,521-100%$273.0K———
Legacy Wealth Advisors, LLC
N/A—3,506-3,506-100%$271.9K———
MidFirst Bank
N/A—3,497-3,497-100%$271.2K———
17 Capital Partners, LLC
N/A—3,486-3,486-100%$270.3K———
Berkshire Asset Management LLC
N/A—3,383-3,383-100%$262.3K———
Atlas Capital Advisors Inc.
N/A—3,376-3,376-100%$261.8K———
44 Wealth Management LLC
N/A—3,358-3,358-100%$260.4K———
Seeds Investor LLC
N/A—3,354-3,354-100%$260.1K———
Baldwin Investment Management, LLC
N/A—3,343-3,343-100%$259.2K———
Tevis Investment Management
N/A—3,329-3,329-100%$258.1K———
Zacks Investment Management
N/A—3,311-3,311-100%$256.8K———
Calydon Capital
N/A—3,308-3,308-100%$256.5K———
Sargent Investment Group, LLC
N/A—3,277-3,277-100%$254.1K———
Vanguard National Trust Co
N/A—3,272-3,272-100%$253.7K———
Perennial Investment Advisors, LLC
N/A—3,246-3,246-100%$251.7K———
Bulltick Wealth Management, LLC
N/A—3,201-3,201-100%$248.2K———
HighPoint Advisor Group LLC
N/A—3,182-3,182-100%$246.8K———
Counterweight Ventures, LLC
N/A—3,175-3,175-100%$246.2K———
Headlands Technologies LLC
N/A—3,136-3,136-100%$243.2K———
M1 Capital Management LLC
N/A—3,133-3,133-100%$242.9K———
Dunhill Financial, LLC
N/A—3,115-3,115-100%$241.6K———
West Michigan Advisors, LLC
N/A—3,079-3,079-100%$238.7K———
Addison Capital Co
N/A—3,068-3,068-100%$237.9K———
Roundview Capital LLC
N/A—3,067-3,067-100%$237.8K———
Marex Group Ltd
N/A—3,050-3,050-100%$236.5K———
Ridge Creek Global, Inc
N/A—2,983-2,983-100%$231.3K———
Turim 21 Investimentos Ltda.
N/A—2,940-2,940-100%$93.2K———
Maridea Wealth Management LLC
N/A—2,919-2,919-100%$226.3K———
Trinity Legacy Partners, LLC
N/A—2,919-2,919-100%$248.3K———
Founders Financial Alliance, LLC
N/A—2,904-2,904-100%$225.2K———
Oxinas Partners, LLC
N/A—2,901-2,901-100%$225.0K———
1ST Source Bank
N/A—2,860-2,860-100%$221.8K———
Holistic Financial Partners
N/A—2,838-2,838-100%$220.1K———
Purpose Unlimited Inc.
N/A—2,838-2,838-100%$220.6K———
Twin Peaks Wealth Advisors, LLC
N/A—2,836-2,836-100%$219.9K———
Spinnaker Trust
N/A—2,833-2,833-100%$219.7K———
DV Trading LLC
N/A—2,800-2,800-100%$217.1K———
Silver OAK Securities, Incorporated
N/A—2,762-2,762-100%$214.2K———
49 Wealth Management, LLC
N/A—2,720-2,720-100%$210.9K———
Alongside, LLC
N/A—2,720-2,720-100%$210.9K———
Callahan Advisors, LLC
N/A—2,710-2,710-100%$210.1K———
IFG Advisory, LLC
N/A—2,657-2,657-100%$206.1K———
Keel Point, LLC
N/A—2,635-2,635-100%$204.3K———
Fortis Capital Advisors, LLC
N/A—2,634-2,634-100%$204.3K———
Indie Asset Partners, LLC
N/A—2,615-2,615-100%$202.8K———
Pennington Partners & Co., LLC
N/A—2,614-2,614-100%$202.7K———
Ethos Financial Group, LLC
N/A—2,613-2,613-100%$230.9K———
Tiaa Wealth Investment Management LLC
N/A—2,604-2,604-100%$201.8K———
Disciplined Investors, L.L.C.
N/A—2,600-2,600-100%$201.6K———
SHP Wealth Management
N/A—2,557-2,557-100%$198.3K———
Twin Tree Management, LP
N/A—2,507-2,507-100%$194.4K———
Delta Asset Management LLC
N/A—2,480-2,480-100%$192.3K———
Elite Life Management LLC
N/A—2,461-2,461-100%$216.0K———
Virtus Investment Advisers, LLC
N/A—2,451-2,451-100%$190.1K———
Aberdeen Wealth Management LLC
N/A—2,425-2,425-100%$188.0K———
Regatta Research & Money Management
N/A—2,332-2,332-100%$180.8K———
Advisors Preferred, LLC
N/A—2,313-2,313-100%$180.5K———
Johnson Financial Group, Inc.
N/A—2,303-2,303-100%$178.6K———
Elgethun Capital Management
N/A—2,272-2,272-100%$176.2K———
Institute for Wealth Management, Llc.
N/A—2,205-2,205-100%$171.0K———
McMillan Office, Inc.
N/A—1,979-1,979-100%$153.5K———
Riverview Trust Co
N/A—1,889-1,889-100%$146.5K———
Strategic Wealth Partners, Ltd.
N/A—1,597-1,597-100%$123.8K———
Crews Bank & Trust
N/A—1,568-1,568-100%$121.6K———
Medallion Wealth Advisors, LLC
N/A—1,542-1,542-100%$119.7K———
Colonial Trust Advisors
N/A—1,531-1,531-100%$118.7K———
Chelsea Counsel Co
N/A—1,512-1,512-100%$117.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,475-1,475-100%$114.4K———
Tanglewood Legacy Advisors, LLC
N/A—1,388-1,388-100%$107.6K———
Strategic Investment Advisors / MI
N/A—1,337-1,337-100%$103.7K———
Chesapeake Asset Management LLC
N/A—1,245-1,245-100%$96.5K———
Fiduciary Financial Advisors
N/A—1,221-1,221-100%$94.5K———
EFG International AG
N/A—1,205-1,205-100%$93.4K———
BOK Financial Private Wealth, Inc.
N/A—1,162-1,162-100%$90.1K———
Colonial Trust Co / SC
N/A—1,074-1,074-100%$83.3K———
Corient IA LP
N/A—1,070-1,070-100%$83.0K———
Walleye Capital LLC
N/A—1,002-1,002-100%$77.7K———
Ameriflex Group, Inc.
N/A—914-914-100%$70.9K———
GW&K Investment Management, LLC
N/A—901-901-100%$70.0K———
Providence Capital Advisors, LLC
N/A—846-846-100%$65.6K———
Elequin Capital, LP
N/A—796-796-100%$61.7K———
Tacita Capital Inc
N/A—753-753-100%$58.4K———
Accent Capital Management, LLC
N/A—745-745-100%$57.8K———
Webster Bank, N. A.
N/A—739-739-100%$57.3K———
LRI Investments, LLC
N/A—715-715-100%$55.4K———
Caldwell Sutter Capital, Inc.
N/A—684-684-100%$53.0K———
Fourth Dimension Wealth, LLC
N/A—682-682-100%$52.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—675-675-100%$52.3K———
PlanVest Financial, Inc
N/A—632-632-100%$49.0K———
Vaughan Nelson Investment Management, L.P.
N/A—624-624-100%$48.4K———
FIL Ltd
N/A—617-617-100%$47.8K———
TD Capital Management LLC
N/A—597-597-100%$46.3K———
Allied Private Wealth LLC
N/A—527-527-100%$43.4K———
Greykasell Wealth Strategies, Inc.
N/A—523-523-100%$40.6K———
Westend Capital Management, LLC
N/A—521-521-100%$40.4K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—517-517-100%$40.1K———
Cheviot Value Management, LLC
N/A—500-500-100%$38.8K———
Kilter Group LLC
N/A—498-498-100%$38.6K———
Addison Advisors LLC
N/A—478-478-100%$37.1K———
Alerus Financial NA
N/A—463-463-100%$35.9K———
Continuum Advisory, LLC
N/A—445-445-100%$34.5K———
Private Wealth Asset Management, LLC
N/A—423-423-100%$32.8K———
Nova Wealth Management, Inc.
N/A—423-423-100%$32.8K———
Mark Sheptoff Financial Planning, LLC
N/A—400-400-100%$31.0K———
Millstone Evans Group, LLC
N/A—400-400-100%$31.0K———
Wiser Advisor Group LLC
N/A—399-399-100%$30.9K———
IMA Advisory Services, Inc.
N/A—389-389-100%$30.2K———
Napier Financial, LLC
N/A—363-363-100%$28.1K———
CVA Family Office, LLC
N/A—362-362-100%$28.1K———
N.E.W. Advisory Services LLC
N/A—355-355-100%$27.5K———
Keating Financial Advisory Services, Inc.
N/A—355-355-100%$27.5K———
Steigerwald, Gordon & Koch Inc.
N/A—350-350-100%$27.1K———
Tidemark, LLC
N/A—348-348-100%$27.0K———
Measured Wealth Private Client Group, LLC
N/A—347-347-100%$26.9K———
Dogwood Wealth Management LLC
N/A—336-336-100%$26.0K———
Mpwm Advisory Solutions, LLC
N/A—331-331-100%$25.7K———
Nalls Sherbakoff Group, LLC
N/A—270-270-100%$20.9K———
Quent Capital, LLC
N/A—255-255-100%$19.8K———
Proffitt & Goodson Inc
N/A—248-248-100%$19.2K———
Park Place Capital Corp
N/A—245-245-100%$19.0K———
JPL Wealth Management, LLC
N/A—238-238-100%$18.5K———
Synergy Investment Management, LLC
N/A—231-231-100%$18.6K———
BankPlus Trust Department
N/A—226-226-100%$17.5K———
Vision Retirement, LLC
N/A—224-224-100%$17.4K———
Centennial Bank
N/A—215-215-100%$16.7K———
Cornerstone Financial Management LLC
N/A—213-213-100%$16.5K———
Truvestments Capital LLC
N/A—207-207-100%$16.1K———
Prestige Wealth Management Group LLC
N/A—200-200-100%$15.5K———
Front Row Advisors LLC
N/A—200-200-100%$18.1K———
Marshall Investment Management, LLC
N/A—161-161-100%$12.5K———
Lavaca Capital LLC
N/A—154-154-100%$11.9K———
Raffa Wealth Management, LLC
N/A—146-146-100%$11.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—142-142-100%$11.0K———
CoreFirst Bank & Trust
N/A—139-139-100%$10.8K———
Westfuller Advisors, LLC
N/A—136-136-100%$10.6K———
Pinney & Scofield, Inc.
N/A—130-130-100%$10.1K———
Corsicana & Co.
N/A—128-128-100%$9.9K———
Boreal Capital Management LLC
N/A—125-125-100%$9.7K———
HHM Wealth Advisors, LLC
N/A—100-100-100%$7.8K———
Aventura Private Wealth, LLC
N/A—99-99-100%$7.7K———
Kerr Financial Planning Corp
N/A—98-98-100%$7.6K———
Benson Wealth Management Inc
N/A—80-80-100%$6.2K———
Wellington-Altus USA Inc.
N/A—78-78-100%$7.3K———
HighMark Wealth Management LLC
N/A—74-74-100%$5.8K———
JDM Financial Group LLC
N/A—72-72-100%$5.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—62-62-100%$4.8K———
Park Square Financial Group, LLC
N/A—59-59-100%$4.6K———
Mcguire Capital Advisors Inc
N/A—49-49-100%$3.8K———
Darwin Wealth Management, LLC
N/A—49-49-100%$3.8K———
Highland Investment Advisors LLC
N/A—38-38-100%$3.0K———
Ogorek Anthony Joseph
N/A—36-36-100%$2———
Beaird Harris Wealth Management, LLC
N/A—28-28-100%$2.1K———
FWL Investment Management, LLC
N/A—27-27-100%$2.1K———
Ameritas Investment Partners, Inc.
N/A—24-24-100%$1.9K———
Bernard Wealth Management Corp.
N/A—19-19-100%$1.5K———
Cordant, Inc.
N/A—14-14-100%$1.1K———
Caitlin John, LLC
N/A—13-13-100%$1.0K———
Godfrey Financial Associates, Inc.
N/A—9-9-100%$698———
Financial Gravity Companies, Inc.
N/A—3-3-100%$233———
Copia Wealth Management
N/A—2-2-100%$155———
Loomis Sayles & Co L P
N/A—1-1-100%$69———
Showing 1671 of 1671 institutions