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SS Spdr S&P 500 ETF Trust-US (SPY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares4,701,671 from 4,174,930
Change+526,741 (+13%)
Value$3.6B (+$433.5M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares4,147,384 from 4,204,899
Change-57,515 (-1%)
Value$3.2B (+$22.8M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares3,401,689 from 3,472,617
Change-70,928 (-2%)
Value$2.6B (+$983.9K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares2,987,240 from 2,961,460
Change+25,780 (+1%)
Value$2.3B (+$66.6M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares2,878,592 from 3,070,445
Change-191,853 (-6%)
Value$2.2B (-$97.6M)
Filed 2026-10-30
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares2,617,832 from 2,617,832
Change0 (0%)
Value$2.0B (+$41.5M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares2,495,978 from 2,591,117
Change-95,139 (-4%)
Value$1.9B (-$31.5M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares2,248,628 from 1,289,708
Change+958,920 (+74%)
Value$1.7B (+$751.8M)
Filed 2026-11-04
Sanders Capital, LLC
DECREASED
Shares1,815,012 from 2,036,906
Change-221,894 (-11%)
Value$1.4B (-$136.9M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,587,880 from 1,555,536
Change+32,344 (+2%)
Value$1.2B (+$59.2M)
Filed 2026-10-29
Meitav Investment House LTD
INCREASED
Shares1,559,018 from 1,468,305
Change+90,713 (+6%)
Value$1.2B (+$92.5M)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares1,547,924
Change+1,547,924
Value$1.2B
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares1,288,865 from 1,485,119
Change-196,254 (-13%)
Value$982.9M (-$126.1M)
Filed 2026-11-02
Trust Asset Management LLC
DECREASED
Shares1,199,086 from 1,204,074
Change-4,988 (0%)
Value$914.5M (+$15.3M)
Filed 2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,164,034 from 360,431
Change+803,603 (+223%)
Value$887.7M (+$618.6M)
Filed 2026-11-03
Cohen Klingenstein LLC
DECREASED
Shares1,096,063 from 1,104,639
Change-8,576 (-1%)
Value$835.9M (+$11.0M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares894,574 from 912,720
Change-18,146 (-2%)
Value$682.2M (+$638.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares833,905 from 866,212
Change-32,307 (-4%)
Value$636.0M (-$10.9M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares794,124 from 769,996
Change+24,128 (+3%)
Value$584.7M (+$10.2M)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares768,079 from 813,427
Change-45,348 (-6%)
Value$585.8K (-$606.9M)
Filed 2026-11-05
GoalVest Advisory LLC
INCREASED
Shares721,104 from 3,770
Change+717,334 (+19027%)
Value$3.2M (+$432.1K)
Filed 2026-10-02
Greenfield FTC, Inc.
UNCHANGED
Shares699,141 from 699,141
Change0 (0%)
Value$533.2M (+$11.1M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares668,259 from 684,105
Change-15,846 (-2%)
Value$509.6K (-$510.4M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares644,947 from 592,442
Change+52,505 (+9%)
Value$472.9M (+$49.2M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares572,676 from 533,983
Change+38,693 (+7%)
Value$436.7M (+$38.0M)
Filed 2026-11-02
AMG National Trust Bank
DECREASED
Shares569,207 from 575,530
Change-6,323 (-1%)
Value$434.1M (+$4.3M)
Filed 2026-11-05
Mirae Asset Securities (USA) Inc.
DECREASED
Shares556,248 from 848,158
Change-291,910 (-34%)
Value$424.2M (-$209.2M)
Filed 2026-10-15
Daido Life Insurance Co
UNCHANGED
Shares544,324 from 544,324
Change0 (0%)
Value$415.1K (-$406.1M)
Filed 2026-11-05
Catalyst Capital Advisors LLC
DECREASED
Shares530,947 from 535,263
Change-4,316 (-1%)
Value$404.9M (+$5.2M)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares519,021 from 503,321
Change+15,700 (+3%)
Value$395.8M (+$20.0M)
Filed 2026-10-22
Soundwatch Capital LLC
DECREASED
Shares514,429 from 521,090
Change-6,661 (-1%)
Value$395.9M (+$6.8M)
Filed 2026-11-04
Angeles Wealth Management, LLC
DECREASED
Shares498,621 from 606,525
Change-107,904 (-18%)
Value$48.3M (+$1.2M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares485,629 from 471,257
Change+14,372 (+3%)
Value$370.4M (+$18.4M)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares472,909 from 471,060
Change+1,849 (+0%)
Value$360.7K (-$351.4M)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares412,769 from 415,216
Change-2,447 (-1%)
Value$315.6M (+$4.7M)
Filed 2026-10-30
Jacobi Capital Management LLC
DECREASED
Shares393,053 from 403,068
Change-10,015 (-2%)
Value$299.8M (-$1.2M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares381,672 from 375,074
Change+6,598 (+2%)
Value$114.4M (+$7.3M)
Filed 2026-10-28
Ppsc Investment Service Corp
INCREASED
Shares370,248 from 353,974
Change+16,274 (+5%)
Value$282.4M (+$18.0M)
Filed 2026-10-27
Shulman DeMeo Asset Management LLC
DECREASED
Shares365,374 from 372,247
Change-6,873 (-2%)
Value$283.1M (+$5.1M)
Filed 2026-10-09
CV Advisors LLC
INCREASED
Shares339,884 from 288,207
Change+51,677 (+18%)
Value$259.2M (+$44.0M)
Filed 2026-10-13
Berkshire Money Management, Inc.
INCREASED
Shares339,164 from 336,187
Change+2,977 (+1%)
Value$258.7M (+$7.6M)
Filed 2026-10-21
AIA Group Ltd
DECREASED
Shares333,517 from 652,712
Change-319,195 (-49%)
Value$254.4M (-$233.1M)
Filed 2026-10-30
M Holdings Securities, Inc.
DECREASED
Shares321,930 from 329,216
Change-7,286 (-2%)
Value$245.4K (-$243.9M)
Filed 2026-11-03
Jefferies Financial Group Inc.
DECREASED
Shares313,344 from 1,155,306
Change-841,962 (-73%)
Value$239.0M (-$623.8M)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares301,655 from 204,448
Change+97,207 (+48%)
Value$230.1M (+$77.4M)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
INCREASED
Shares299,786 from 282,543
Change+17,243 (+6%)
Value$228.6M (+$17.6M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED
Shares299,142 from 299,926
Change-784 (0%)
Value$228.1M (+$4.2M)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares294,526 from 281,491
Change+13,035 (+5%)
Value$224.6M (+$14.4M)
Filed 2026-10-22
State of Michigan Retirement System
DECREASED
Shares293,523 from 407,152
Change-113,629 (-28%)
Value$223.8M (-$80.2M)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares292,527 from 284,244
Change+8,283 (+3%)
Value$225.8M (+$15.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares292,527 from 284,244
Change+8,283 (+3%)
Value$225.8M (+$15.7M)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares281,955 from 291,642
Change-9,687 (-3%)
Value$215.0M (-$2.8M)
Filed 2026-10-28
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares281,725 from 280,356
Change+1,369 (+0%)
Value$214.9M (+$5.5M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares279,993 from 234,947
Change+45,046 (+19%)
Value$213.5M (+$38.1M)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares277,820 from 279,510
Change-1,690 (-1%)
Value$211.9M (+$3.1M)
Filed 2026-10-26
Howard Capital Management, LLC
INCREASED
Shares269,109 from 268,982
Change+127 (+0%)
Value$205.2M (+$4.4M)
Filed 2026-10-16
State of Wyoming
INCREASED
Shares266,155 from 265,295
Change+860 (+0%)
Value$203.0M (+$4.9M)
Filed 2026-10-28
Calamos Advisors LLC
INCREASED
Shares265,479 from 13,308
Change+252,171 (+1895%)
Value$202.5M (+$192.5M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares259,141 from 278,892
Change-19,751 (-7%)
Value$197.6M (-$10.6M)
Filed 2026-11-04
Leona M. & Harry B. Helmsley Charitable Trust
DECREASED
Shares253,264 from 273,764
Change-20,500 (-7%)
Value$193.1M (-$11.3M)
Filed 2026-10-20
Peavine Capital, LLC
DECREASED
Shares248,387 from 261,687
Change-13,300 (-5%)
Value$189.4M (-$6.0M)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares238,850 from 239,732
Change-882 (0%)
Value$182.2M (+$3.1M)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED
Shares224,929 from 219,334
Change+5,595 (+3%)
Value$171.5M (+$7.7M)
Filed 2026-10-29
MBL Wealth, LLC
INCREASED
Shares222,244 from 216,949
Change+5,295 (+2%)
Value$169.5M (+$7.5M)
Filed 2026-10-22
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares221,070 from 221,070
Change0 (0%)
Value$168.6M (+$3.5M)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares214,636 from 231,528
Change-16,892 (-7%)
Value$163.7M (-$9.2M)
Filed 2026-10-16
Sageworth Trust Co
DECREASED
Shares214,557 from 220,218
Change-5,661 (-3%)
Value$163.6M (-$824.6K)
Filed 2026-10-30
Benin Management Corp
DECREASED
Shares209,296 from 211,839
Change-2,543 (-1%)
Value$159.6M (+$1.4M)
Filed 2026-10-22
Cynosure Group, LLC
INCREASED
Shares205,923 from 194,225
Change+11,698 (+6%)
Value$157.0M (+$87.0M)
Filed 2026-11-03
Allen Investment Management, LLC
INCREASED
Shares202,716 from 198,237
Change+4,479 (+2%)
Value$154.6M (+$6.6M)
Filed 2026-11-03
Taiyo Life Insurance Co
UNCHANGED
Shares191,000 from 191,000
Change0 (0%)
Value$145.7K (-$142.5M)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares188,709 from 191,109
Change-2,400 (-1%)
Value$143.9M (+$1.2M)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares187,808 from 188,706
Change-898 (0%)
Value$143.2M (+$2.3M)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares187,787 from 192,295
Change-4,508 (-2%)
Value$143.2K (-$143.5M)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares181,673 from 177,587
Change+4,086 (+2%)
Value$138.5M (+$5.9M)
Filed 2026-11-04
Old National Bancorp
DECREASED
Shares181,604 from 185,212
Change-3,608 (-2%)
Value$138.5M (+$185.9K)
Filed 2026-10-20
MIO Partners, Inc.
DECREASED
Shares178,622 from 186,911
Change-8,289 (-4%)
Value$136.2M (-$3.4M)
Filed 2026-11-03
DT Investment Partners, LLC
DECREASED
Shares177,839 from 178,274
Change-435 (0%)
Value$135.6M (+$2.5M)
Filed 2026-10-27
Pacific Wealth Management
INCREASED
Shares175,280 from 174,694
Change+586 (+0%)
Value$133.7M (+$3.2M)
Filed 2026-10-05
Almanack Investment Partners, Llc.
INCREASED
Shares173,033 from 10,370
Change+162,663 (+1569%)
Value$5.8M (-$1.9M)
Filed 2026-11-03
Marest Capital, LLC
INCREASED
Shares168,002 from 167,232
Change+770 (+0%)
Value$128.1M (+$3.3M)
Filed 2026-10-23
Tlwm
DECREASED
Shares166,090 from 171,390
Change-5,300 (-3%)
Value$126.7M (-$1.3M)
Filed 2026-10-09
Manchester Capital Management LLC
DECREASED
Shares162,862 from 163,294
Change-432 (0%)
Value$124.2M (+$2.3M)
Filed 2026-10-22
Consolidated Investment Group LLC
INCREASED
Shares162,805 from 161,305
Change+1,500 (+1%)
Value$124.2M (+$3.7M)
Filed 2026-11-04
Southern Farm Bureau Life Insurance
UNCHANGED
Shares161,923 from 161,923
Change0 (0%)
Value$123.4K (-$120.9M)
Filed 2026-10-15
Banque Pictet & CIE SA
INCREASED
Shares160,798 from 136,746
Change+24,052 (+18%)
Value$122.6M (+$20.5M)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares160,460 from 160,908
Change-448 (0%)
Value$122.4M (+$2.2M)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares158,577 from 156,104
Change+2,473 (+2%)
Value$120.9M (+$4.4M)
Filed 2026-10-15
Prairie Advisory, LLC
INCREASED
Shares158,198 from 79,367
Change+78,831 (+99%)
Value$120.6M (+$61.4M)
Filed 2026-10-19
Eastern Bank
DECREASED
Shares153,837 from 155,477
Change-1,640 (-1%)
Value$117.3M (+$1.2M)
Filed 2026-10-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares152,773 from 151,678
Change+1,095 (+1%)
Value$116.5M (+$3.2M)
Filed 2026-10-20
Gainplan LLC
INCREASED
Shares150,567 from 124,662
Change+25,905 (+21%)
Value$114.8M (+$21.7M)
Filed 2026-10-09
Benjamin Joseph Floyd DBA Floyd Capital Management
DECREASED
Shares150,270 from 176,101
Change-25,831 (-15%)
Value$114.6M (-$16.9M)
Filed 2026-10-01
Montag A & Associates Inc
DECREASED
Shares149,462 from 173,415
Change-23,953 (-14%)
Value$114.3M (-$15.6M)
Filed 2026-10-29
Strategic Point Investment Advisors, LLC
DECREASED
Shares148,999 from 149,939
Change-940 (-1%)
Value$113.6M (+$1.7M)
Filed 2026-10-29
St. Louis Trust Co
INCREASED
Shares147,100 from 130,821
Change+16,279 (+12%)
Value$112.2M (+$110.6M)
Filed 2026-11-03
MCF Advisors LLC
DECREASED
Shares144,266 from 145,668
Change-1,402 (-1%)
Value$110.2M (+$1.2M)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares143,491 from 81,346
Change+62,145 (+76%)
Value$109.4M (+$48.7M)
Filed 2026-10-29
Sentinel Pension Advisors, LLC
INCREASED
Shares143,372 from 143,086
Change+286 (+0%)
Value$109.3M (+$3.0M)
Filed 2026-11-02
New York Life Insurance Co
UNCHANGED
Shares142,522 from 142,522
Change0 (0%)
Value$108.7M (+$2.3M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares142,105 from 126,855
Change+15,250 (+12%)
Value$108.4M (+$13.6M)
Filed 2026-10-26
Howard Capital Management Group, LLC
DECREASED
Shares141,174 from 145,761
Change-4,587 (-3%)
Value$107.7M (-$1.2M)
Filed 2026-10-16
Bokf, NA
INCREASED
Shares136,454 from 131,628
Change+4,826 (+4%)
Value$104.1M (+$5.8M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares136,068 from 135,693
Change+375 (+0%)
Value$103.8M (+$2.5M)
Filed 2026-10-08
Joel Isaacson & Co., LLC
INCREASED
Shares135,922 from 135,617
Change+305 (+0%)
Value$103.7M (+$2.4M)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares133,090 from 127,281
Change+5,809 (+5%)
Value$101.7M (+$6.5M)
Filed 2026-10-16
Total Investment Management Inc
DECREASED
Shares131,744 from 132,736
Change-992 (-1%)
Value$100.5M (+$1.3M)
Filed 2026-10-22
Beacon Capital Management, Inc.
INCREASED
Shares131,066 from 127,439
Change+3,627 (+3%)
Value$100.0M (+$4.8M)
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares130,472 from 128,059
Change+2,413 (+2%)
Value$99.5M (+$3.9M)
Filed 2026-10-29
Atticus Wealth Management, LLC
INCREASED
Shares129,437 from 127,732
Change+1,705 (+1%)
Value$98.7M (+$3.3M)
Filed 2026-10-20
Ramsey Quantitative Systems
INCREASED
Shares129,359 from 127,043
Change+2,316 (+2%)
Value$98.7M (+$3.8M)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
DECREASED
Shares128,064 from 131,037
Change-2,973 (-2%)
Value$97.7M (-$192.2K)
Filed 2026-11-05
CIBC Asset Management Inc
INCREASED
Shares125,901 from 118,053
Change+7,848 (+7%)
Value$96.0M (+$7.9M)
Filed 2026-11-05
James J. Burns & Company, LLC
INCREASED
Shares125,772 from 117,953
Change+7,819 (+7%)
Value$95.9M (+$7.8M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares125,167 from 125,871
Change-704 (-1%)
Value$95.5M (+$1.5M)
Filed 2026-11-05
Teramo Advisors, LLC
DECREASED
Shares125,000 from 185,000
Change-60,000 (-32%)
Value$95.3M (-$42.8M)
Filed 2026-10-16
Independence Bank of Kentucky
DECREASED
Shares124,888 from 126,901
Change-2,013 (-2%)
Value$95.2M (+$477.5K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares124,671 from 122,433
Change+2,238 (+2%)
Value$95.1M (+$3.6M)
Filed 2026-11-02
Beacon Capital Management, LLC
DECREASED
Shares123,030 from 140,753
Change-17,723 (-13%)
Value$93.8M (-$11.3M)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares122,572 from 123,646
Change-1,074 (-1%)
Value$93.5M (+$1.1M)
Filed 2026-10-22
IFG Advisors, LLC
DECREASED
Shares120,434 from 121,150
Change-716 (-1%)
Value$91.8M (+$1.4M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares118,688 from 119,662
Change-974 (-1%)
Value$90.5M (+$1.2M)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
DECREASED
Shares118,563 from 119,607
Change-1,044 (-1%)
Value$90.4K (+$1.1K)
Filed 2026-10-27
Busey Bank
DECREASED
Shares116,792 from 132,734
Change-15,942 (-12%)
Value$89.1M (-$10.1M)
Filed 2026-10-26
Lazard Freres Gestion S.A.S.
INCREASED
Shares115,276 from 82,908
Change+32,368 (+39%)
Value$87.9K (-$61.8M)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares115,101 from 114,375
Change+726 (+1%)
Value$87.8M (+$2.4M)
Filed 2026-10-07
Klingman & Associates, LLC
DECREASED
Shares114,733 from 114,856
Change-123 (0%)
Value$87.5M (+$1.7M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares111,281 from 88,156
Change+23,125 (+26%)
Value$84.9M (+$19.0M)
Filed 2026-10-28
Karnit Road Accident Victims Compensation Fund
DECREASED
Shares110,942 from 136,578
Change-25,636 (-19%)
Value$84.6M (-$17.4M)
Filed 2026-11-04
Eos Management, L.P.
UNCHANGED
Shares110,736 from 110,736
Change0 (0%)
Value$84.5M (+$1.8M)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares107,737 from 96,396
Change+11,341 (+12%)
Value$82.2M (+$10.2M)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares107,579 from 107,744
Change-165 (0%)
Value$82.0M (+$1.6M)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares107,421 from 108,042
Change-621 (-1%)
Value$81.9M (+$1.2M)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares107,096 from 103,930
Change+3,166 (+3%)
Value$81.7M (+$4.1M)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares106,644 from 107,081
Change-437 (0%)
Value$81.3M (+$1.4M)
Filed 2026-10-26
Azarias Capital Management, L.P.
UNCHANGED
Shares106,461 from 106,461
Change0 (0%)
Value$81.2M (+$1.7M)
Filed 2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares105,198 from 108,498
Change-3,300 (-3%)
Value$80.2M (-$795.9K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares104,950 from 170,306
Change-65,356 (-38%)
Value$80.0M (-$47.1M)
Filed 2026-10-15
Washington Trust Co
DECREASED
Shares102,708 from 104,729
Change-2,021 (-2%)
Value$78.3M (+$119.7K)
Filed 2026-10-22
Capital Management Associates, Inc
DECREASED
Shares102,691 from 103,045
Change-354 (0%)
Value$78.3M (+$1.4M)
Filed 2026-10-20
Matauro, LLC
INCREASED
Shares101,698 from 94,180
Change+7,518 (+8%)
Value$77.6M (+$7.2M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares101,476 from 99,549
Change+1,927 (+2%)
Value$76.8M (+$2.4M)
Filed 2026-11-04
Shepherd Financial Partners LLC
DECREASED
Shares101,475 from 101,597
Change-122 (0%)
Value$77.4M (+$1.5M)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares100,358 from 102,346
Change-1,988 (-2%)
Value$76.5M (+$106.8K)
Filed 2026-11-05
Attessa Capital LLC
INCREASED
Shares99,828 from 93,729
Change+6,099 (+7%)
Value$76.1M (+$6.1M)
Filed 2026-10-09
Regions Financial Corp
DECREASED
Shares97,978 from 99,076
Change-1,098 (-1%)
Value$74.7M (+$734.0K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares96,622 from 101,168
Change-4,546 (-4%)
Value$73.7M (-$1.9M)
Filed 2026-10-19
West Financial Advisors, LLC
DECREASED
Shares95,028 from 97,397
Change-2,369 (-2%)
Value$72.5M (-$262.2K)
Filed 2026-10-22
Conning Inc.
DECREASED
Shares94,914 from 101,038
Change-6,124 (-6%)
Value$72.4M (-$3.1M)
Filed 2026-10-27
Reicon Wealth Advisors, LLC
INCREASED
Shares94,783 from 87,915
Change+6,868 (+8%)
Value$72.3M (+$6.6M)
Filed 2026-11-04
Fortitude Financial, LLC
INCREASED
Shares94,746 from 927
Change+93,819 (+10121%)
Value$72.3M (+$71.6M)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares94,633 from 96,183
Change-1,550 (-2%)
Value$72.2M (+$343.6K)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares94,132 from 114,820
Change-20,688 (-18%)
Value$71.8M (-$14.0M)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares92,175 from 92,353
Change-178 (0%)
Value$70.3M (+$1.3M)
Filed 2026-10-20
First Financial Bank - Trust Division
INCREASED
Shares91,474 from 89,927
Change+1,547 (+2%)
Value$69.8M (+$2.6M)
Filed 2026-10-01
Ayalon Insurance Comp Ltd.
DECREASED
Shares91,197 from 94,540
Change-3,343 (-4%)
Value$69.7K (-$1.1K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
INCREASED
Shares91,190 from 83,507
Change+7,683 (+9%)
Value$69.5M (+$7.2M)
Filed 2026-10-23
Legacy Wealth Management, LLC / MS
INCREASED
Shares91,104 from 87,441
Change+3,663 (+4%)
Value$69.5M (+$4.2M)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares90,343 from 121,496
Change-31,153 (-26%)
Value$68.9M (-$21.6M)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares89,503 from 79,699
Change+9,804 (+12%)
Value$68.3M (+$8.7M)
Filed 2026-10-23
Sapient Capital LLC
DECREASED
Shares88,789 from 89,403
Change-614 (-1%)
Value$67.9M (+$942.6K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares87,396 from 87,230
Change+166 (+0%)
Value$66.7M (+$1.5M)
Filed 2026-10-21
Cumberland Advisors Inc
INCREASED
Shares87,343 from 83,393
Change+3,950 (+5%)
Value$66.6M (+$4.3M)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares87,179 from 90,727
Change-3,548 (-4%)
Value$66.5M (-$1.3M)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares86,452 from 84,867
Change+1,585 (+2%)
Value$65.9M (+$2.6M)
Filed 2026-10-23
Thor Trading Advisors, LLC
DECREASED
Shares84,871 from 93,471
Change-8,600 (-9%)
Value$64.7M (-$5.1M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares84,545 from 84,325
Change+220 (+0%)
Value$64.3M (+$2.0M)
Filed 2026-10-27
Lifestyle Asset Management, Inc.
INCREASED
Shares83,892 from 81,416
Change+2,476 (+3%)
Value$64.0M (+$3.2M)
Filed 2026-10-20
4Thought Financial Group Inc.
DECREASED
Shares83,631 from 84,481
Change-850 (-1%)
Value$63.8M (+$691.4K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares83,345 from 86,438
Change-3,093 (-4%)
Value$63.6M (-$987.7K)
Filed 2026-10-23
Dean, Jacobson Financial Services, LLC
DECREASED
Shares81,829 from 82,128
Change-299 (0%)
Value$62.4M (+$1.1M)
Filed 2026-10-29
Waldron Private Wealth LLC
DECREASED
Shares81,644 from 82,041
Change-397 (0%)
Value$62.3M (+$998.4K)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares81,597 from 85,001
Change-3,404 (-4%)
Value$63.4M (-$136.8K)
Filed 2026-10-08
AUA Capital Management, LLC
DECREASED
Shares81,480 from 83,848
Change-2,368 (-3%)
Value$62.1M (-$476.1K)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
DECREASED
Shares81,251 from 81,884
Change-633 (-1%)
Value$62.0M (+$815.5K)
Filed 2026-10-30
Hengehold Capital Management LLC
INCREASED
Shares80,897 from 78,058
Change+2,839 (+4%)
Value$61.7M (+$3.4M)
Filed 2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares79,130 from 79,130
Change0 (0%)
Value$59.1M ($0)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares78,038 from 76,832
Change+1,206 (+2%)
Value$59.5M (+$2.1M)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares76,691 from 80,585
Change-3,894 (-5%)
Value$58.2M (-$2.0M)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares75,432 from 72,620
Change+2,812 (+4%)
Value$57.5M (+$3.3M)
Filed 2026-10-16
Sjbenen Advisory, LLC
DECREASED
Shares75,171 from 86,012
Change-10,841 (-13%)
Value$57.5M (-$6.6M)
Filed 2026-10-19
Hobart Private Capital, LLC
INCREASED
Shares75,076 from 74,119
Change+957 (+1%)
Value$57.3M (+$1.9M)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares74,533 from 73,906
Change+627 (+1%)
Value$57.0M (+$1.7M)
Filed 2026-11-05
IPG Investment Advisors LLC
INCREASED
Shares74,301 from 72,944
Change+1,357 (+2%)
Value$56.8M (+$2.3M)
Filed 2026-10-30
Element Pointe Advisors, LLC
INCREASED
Shares72,875 from 72,251
Change+624 (+1%)
Value$55.6M (+$1.6M)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares72,605 from 78,989
Change-6,384 (-8%)
Value$55.4M (-$3.6M)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares71,841 from 71,388
Change+453 (+1%)
Value$54.8M (+$1.5M)
Filed 2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares71,473 from 71,473
Change0 (0%)
Value$54.5M (+$1.1M)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
DECREASED
Shares71,146 from 75,845
Change-4,699 (-6%)
Value$54.3M (-$2.4M)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares70,904 from 71,935
Change-1,031 (-1%)
Value$54.1M (+$354.3K)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
DECREASED
Shares70,748 from 71,685
Change-937 (-1%)
Value$55.6M (+$1.1M)
Filed 2026-11-04
Greenhouse Wealth Management, LLC
INCREASED
Shares70,437 from 69,963
Change+474 (+1%)
Value$53.7M (+$1.5M)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares70,040 from 68,749
Change+1,291 (+2%)
Value$53.4M (+$2.1M)
Filed 2026-11-05
Archon Partners LLC
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$53.4M (+$1.1M)
Filed 2026-10-26
Financial Solutions Advisory Group, Inc.
DECREASED
Shares69,706 from 71,068
Change-1,362 (-2%)
Value$53.2M (-$216.6K)
Filed 2026-10-28
Performa Ltd (US), LLC
DECREASED
Shares69,518 from 96,297
Change-26,779 (-28%)
Value$53.0M (-$18.9M)
Filed 2026-11-05
McAlister, Sweet & Associates, Inc.
DECREASED
Shares68,295 from 82,741
Change-14,446 (-17%)
Value$52.1M (-$9.7M)
Filed 2026-10-07
Seven Bridges Advisors LLC
INCREASED
Shares68,207 from 65,461
Change+2,746 (+4%)
Value$52.0M (+$3.1M)
Filed 2026-10-07
Socha Financial Group, LLC
DECREASED
Shares67,557 from 68,726
Change-1,169 (-2%)
Value$51.5M (+$198.6K)
Filed 2026-11-03
Verger Capital Management LLC
INCREASED
Shares66,264 from 66,221
Change+43 (+0%)
Value$50.5M (+$1.1M)
Filed 2026-10-22
Wilkerson Advisory Group LLC
INCREASED
Shares66,206 from 63,652
Change+2,554 (+4%)
Value$50.5M (+$3.0M)
Filed 2026-10-20
FSA Wealth Partners, Inc.
DECREASED
Shares66,199 from 66,632
Change-433 (-1%)
Value$50.5M (+$726.6K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares66,091 from 74,123
Change-8,032 (-11%)
Value$50.4M (-$4.9M)
Filed 2026-10-27
Midwest Professional Planners, Ltd.
DECREASED
Shares66,008 from 72,460
Change-6,452 (-9%)
Value$50.3M (-$3.8M)
Filed 2026-10-29
Belvedere Trading LLC
NEW
Shares65,919
Change+65,919
Value$50.3M
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares65,696 from 67,367
Change-1,671 (-2%)
Value$50.1M (-$205.7K)
Filed 2026-10-27
Washington Growth Strategies LLC
INCREASED
Shares65,661 from 65,588
Change+73 (+0%)
Value$50.1M (+$1.1M)
Filed 2026-10-19
71 West Capital Partners
DECREASED
Shares65,619 from 69,822
Change-4,203 (-6%)
Value$50.0M (-$2.1M)
Filed 2026-11-04
Fifth Third Securities, Inc.
DECREASED
Shares65,603 from 69,443
Change-3,840 (-6%)
Value$50.0M (-$1.8M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares65,584 from 61,712
Change+3,872 (+6%)
Value$50.0M (+$3.9M)
Filed 2026-10-23
Thoma Capital Management LLC
DECREASED
Shares65,184 from 65,874
Change-690 (-1%)
Value$49.7M (+$518.8K)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED
Shares65,086 from 2,325
Change+62,761 (+2699%)
Value$49.6M (+$47.9M)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares64,429 from 63,052
Change+1,377 (+2%)
Value$49.1M (+$2.0M)
Filed 2026-10-28
North Star Investment Management Corp.
DECREASED
Shares64,033 from 64,572
Change-539 (-1%)
Value$48.8M (+$613.0K)
Filed 2026-10-27
Curtis Advisory Group, LLC
UNCHANGED
Shares63,354 from 63,354
Change0 (0%)
Value$48.3M (+$1.0M)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares63,297 from 35,688
Change+27,609 (+77%)
Value$48.4M (+$21.7M)
Filed 2026-11-04
Atlatl Advisers LLC
INCREASED
Shares63,289 from 59,131
Change+4,158 (+7%)
Value$48.3M (+$4.1M)
Filed 2026-10-22
Washburn Capital Management, Inc.
INCREASED
Shares63,188 from 61,938
Change+1,250 (+2%)
Value$48.2M (+$1.9M)
Filed 2026-10-19
Tiller Private Wealth, Inc.
INCREASED
Shares63,041 from 61,906
Change+1,135 (+2%)
Value$48.1M (+$1.8M)
Filed 2026-10-26
Embree Financial Group
DECREASED
Shares62,682 from 67,952
Change-5,270 (-8%)
Value$47.8M (-$2.9M)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
DECREASED
Shares62,231 from 63,366
Change-1,135 (-2%)
Value$47.5M (+$139.4K)
Filed 2026-10-07
Caldwell Trust Co
DECREASED
Shares61,912 from 62,426
Change-514 (-1%)
Value$47.2M (+$598.1K)
Filed 2026-10-30
Gateway Investment Advisers LLC
INCREASED
Shares61,517 from 46,883
Change+14,634 (+31%)
Value$46.9M (+$11.9M)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares61,359 from 94,048
Change-32,689 (-35%)
Value$46.8M (-$23.4M)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares61,329 from 61,823
Change-494 (-1%)
Value$46.8M (+$603.8K)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares61,304 from 66,785
Change-5,481 (-8%)
Value$46.8M (-$3.1M)
Filed 2026-11-02
Chesley Taft & Associates LLC
DECREASED
Shares60,649 from 61,466
Change-817 (-1%)
Value$46.3M (+$351.7K)
Filed 2026-10-13
Beacon Bank & Trust
DECREASED
Shares60,596 from 62,762
Change-2,166 (-3%)
Value$46.2M (-$656.5K)
Filed 2026-10-27
Kozak & Associates, Inc.
DECREASED
Shares60,485 from 63,062
Change-2,577 (-4%)
Value$46.7M (-$316.0K)
Filed 2026-10-29
First Nebraska Trust Co
DECREASED
Shares60,300 from 62,666
Change-2,366 (-4%)
Value$46.0M (-$810.8K)
Filed 2026-10-30
Guidance Capital, Inc
DECREASED
Shares60,267 from 60,367
Change-100 (0%)
Value$45.3M (+$8.1K)
Filed 2026-11-03
Valen Private Capital, LLC
NEW
Shares60,188
Change+60,188
Value$45.9M
Filed 2026-10-23
Wealth Advisory Solutions, LLC
DECREASED
Shares59,972 from 60,067
Change-95 (0%)
Value$45.7M (+$879.8K)
Filed 2026-10-20
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares59,874 from 59,158
Change+716 (+1%)
Value$45.7M (+$1.5M)
Filed 2026-10-29
Kopp Family Office, LLC
INCREASED
Shares59,526 from 30,163
Change+29,363 (+97%)
Value$22.8M (+$235.9K)
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares59,044
Change+59,044
Value$44.1M
Filed 2026-10-29
Financial Partners Group, Inc
DECREASED
Shares58,935 from 59,760
Change-825 (-1%)
Value$44.9M (+$318.0K)
Filed 2026-10-19
Encompass More Asset Management
INCREASED
Shares58,606 from 2,558
Change+56,048 (+2191%)
Value$44.7M (+$42.8M)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED
Shares58,588 from 61,350
Change-2,762 (-4%)
Value$44.7M (-$1.1M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares58,477 from 74,317
Change-15,840 (-21%)
Value$44.6M (-$2.0M)
Filed 2026-11-03
Mechanics Bank Trust Department
DECREASED
Shares58,194 from 59,249
Change-1,055 (-2%)
Value$44.4M (+$135.1K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares58,119 from 58,953
Change-834 (-1%)
Value$44.3M (+$299.0K)
Filed 2026-10-30
Gryphon Financial Partners LLC
DECREASED
Shares58,057 from 62,923
Change-4,866 (-8%)
Value$44.3M (-$2.7M)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares58,035 from 71,366
Change-13,331 (-19%)
Value$44.4M (-$9.1M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares58,003 from 26,840
Change+31,163 (+116%)
Value$44.2M (+$24.2M)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares57,708 from 58,166
Change-458 (-1%)
Value$44.0M (+$572.6K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares57,330 from 57,341
Change-11 (0%)
Value$43.7K (-$42.8M)
Filed 2026-10-22
Americana Partners, LLC
INCREASED
Shares57,306 from 55,689
Change+1,617 (+3%)
Value$43.7M (+$2.1M)
Filed 2026-10-28
Evansbrook LLC
INCREASED
Shares56,963 from 56,390
Change+573 (+1%)
Value$43.4M (+$1.3M)
Filed 2026-10-16
iA Global Asset Management Inc.
INCREASED
Shares56,849 from 39,766
Change+17,083 (+43%)
Value$43.4K (-$29.7M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares56,604 from 58,258
Change-1,654 (-3%)
Value$43.2M (-$337.4K)
Filed 2026-11-02
Adirondack Trust Co
DECREASED
Shares56,320 from 56,383
Change-63 (0%)
Value$43.0M (+$846.2K)
Filed 2026-10-14
Seven Post Investment Office LP
DECREASED
Shares56,310 from 69,908
Change-13,598 (-19%)
Value$42.9M (-$9.3M)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares56,291 from 72,160
Change-15,869 (-22%)
Value$42.9M (-$11.0M)
Filed 2026-10-15
Trinity Financial Advisors LLC
DECREASED
Shares56,103 from 58,809
Change-2,706 (-5%)
Value$42.9M (-$1.1M)
Filed 2026-10-09
Summa Corp.
INCREASED
Shares55,929 from 10,966
Change+44,963 (+410%)
Value$42.7M (+$34.5M)
Filed 2026-10-30
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares55,732 from 55,886
Change-154 (0%)
Value$42.5M (+$769.8K)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares55,204 from 59,066
Change-3,862 (-7%)
Value$42.1M (-$2.0M)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares55,107 from 53,636
Change+1,471 (+3%)
Value$42.0M (+$2.0M)
Filed 2026-10-26
Curated Wealth Partners LLC
INCREASED
Shares54,763 from 52,711
Change+2,052 (+4%)
Value$41.8M (+$2.4M)
Filed 2026-10-15
Anchor Capital Management Group Inc
DECREASED
Shares53,500 from 57,000
Change-3,500 (-6%)
Value$40.8M (-$1.8M)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED
Shares53,442 from 54,001
Change-559 (-1%)
Value$40.8M (+$429.7K)
Filed 2026-10-28
GFS Advisors, LLC
INCREASED
Shares53,231 from 48,252
Change+4,979 (+10%)
Value$40.6M (+$40.5M)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares52,975 from 49,454
Change+3,521 (+7%)
Value$40.4M (+$3.5M)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares51,899 from 51,523
Change+376 (+1%)
Value$39.5M (+$879.6K)
Filed 2026-11-03
Barings LLC
DECREASED
Shares51,838 from 63,642
Change-11,804 (-19%)
Value$39.5M (-$8.0M)
Filed 2026-10-22
Cullinan Associates Inc
INCREASED
Shares51,817 from 51,583
Change+234 (+0%)
Value$39.5M (+$996.6K)
Filed 2026-11-03
Ironsides Asset Advisors, LLC
INCREASED
Shares51,800 from 51,744
Change+56 (+0%)
Value$39.5M (+$863.5K)
Filed 2026-10-20
HMS Capital Management, LLC
DECREASED
Shares51,506 from 52,350
Change-844 (-2%)
Value$39.3M (+$187.0K)
Filed 2026-10-20
Diversified Management Inc
DECREASED
Shares51,435 from 51,464
Change-29 (0%)
Value$39.2M (+$793.9K)
Filed 2026-10-08
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares51,323 from 49,347
Change+1,976 (+4%)
Value$39.1M (+$2.3M)
Filed 2026-10-09
Calamos Wealth Management LLC
DECREASED
Shares50,671 from 51,830
Change-1,159 (-2%)
Value$38.6M (-$62.2K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares50,395 from 51,102
Change-707 (-1%)
Value$38.5M (+$269.4K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares50,085 from 50,330
Change-245 (0%)
Value$38.2M (+$610.7K)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
DECREASED
Shares49,970 from 51,717
Change-1,747 (-3%)
Value$38.1M (+$558.8K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED
Shares49,546 from 52,498
Change-2,952 (-6%)
Value$37.8M (-$1.4M)
Filed 2026-10-16
Clarity Wealth Advisors, LLC
DECREASED
Shares49,539 from 51,157
Change-1,618 (-3%)
Value$37.8M (-$422.6K)
Filed 2026-10-21
Roth Financial Partners LLC
DECREASED
Shares49,164 from 50,211
Change-1,047 (-2%)
Value$37.5M (+$25.0K)
Filed 2026-10-06
CoreCap Advisors, LLC
INCREASED
Shares48,811 from 43,860
Change+4,951 (+11%)
Value$37.2M (+$4.5M)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares48,768 from 50,046
Change-1,278 (-3%)
Value$37.2M (-$181.2K)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares48,717 from 47,080
Change+1,637 (+3%)
Value$37.2M (+$2.0M)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares48,507 from 45,232
Change+3,275 (+7%)
Value$37.0M (+$3.2M)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares48,435 from 38,840
Change+9,595 (+25%)
Value$36.9M (+$7.9M)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares48,045 from 42,025
Change+6,020 (+14%)
Value$36.6M (+$5.3M)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares48,013 from 42,276
Change+5,737 (+14%)
Value$36.6M (+$5.0M)
Filed 2026-10-19
Birinyi Associates Inc
DECREASED
Shares47,896 from 49,346
Change-1,450 (-3%)
Value$36.5K (-$36.8M)
Filed 2026-10-28
Evergreen Capital Management LLC
DECREASED
Shares47,855 from 49,444
Change-1,589 (-3%)
Value$36.6M (-$428.7K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
DECREASED
Shares47,588 from 48,022
Change-434 (-1%)
Value$36.4M (+$429.9K)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED
Shares47,513 from 41,279
Change+6,234 (+15%)
Value$36.2M (+$5.4M)
Filed 2026-10-14
Tsfg, LLC
INCREASED
Shares47,428 from 19,505
Change+27,923 (+143%)
Value$36.2K (-$14.5M)
Filed 2026-10-23
Diversified Portfolios, Inc.
INCREASED
Shares47,251 from 40,864
Change+6,387 (+16%)
Value$36.0M (+$5.5M)
Filed 2026-11-04
Aspect Partners, LLC
DECREASED
Shares47,055 from 60,051
Change-12,996 (-22%)
Value$35.9M (-$9.0M)
Filed 2026-10-20
Montz Harcus Wealth Management LLC
DECREASED
Shares46,666 from 47,755
Change-1,089 (-2%)
Value$35.6M (-$73.4K)
Filed 2026-10-09
Zega Investments, LLC
DECREASED
Shares46,486 from 64,796
Change-18,310 (-28%)
Value$35.5M (-$12.9M)
Filed 2026-11-04
Cresta Advisors, Ltd.
DECREASED
Shares45,856 from 56,726
Change-10,870 (-19%)
Value$35.0M (-$7.4M)
Filed 2026-10-14
Moody National Bank Trust Division
INCREASED
Shares45,804 from 45,579
Change+225 (+0%)
Value$34.9M (+$894.5K)
Filed 2026-10-06
BLB&B Advisors, LLC
INCREASED
Shares45,770 from 43,225
Change+2,545 (+6%)
Value$34.9M (+$2.6M)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares45,385 from 33,701
Change+11,684 (+35%)
Value$34.6M (+$9.6M)
Filed 2026-10-13
Granite FO LLC
INCREASED
Shares45,215 from 45,168
Change+47 (+0%)
Value$34.5M (+$752.2K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares45,086 from 45,575
Change-489 (-1%)
Value$34.4M (+$349.8K)
Filed 2026-10-26
Amarillo National Bank
DECREASED
Shares44,989 from 45,009
Change-20 (0%)
Value$34.3M (+$698.6K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares44,973 from 40,277
Change+4,696 (+12%)
Value$35.0M (+$4.6M)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares44,808 from 61,460
Change-16,652 (-27%)
Value$34.2M (-$11.7M)
Filed 2026-10-21
Signal Advisors Wealth, LLC
DECREASED
Shares44,777 from 47,193
Change-2,416 (-5%)
Value$34.1M (-$1.1M)
Filed 2026-10-13
Firestone Capital Management
DECREASED
Shares44,295 from 44,551
Change-256 (-1%)
Value$33.8M (+$511.3K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares44,125 from 44,125
Change0 (0%)
Value$33.0M ($0)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares43,962 from 45,987
Change-2,025 (-4%)
Value$33.5M (-$815.0K)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares43,798 from 54,101
Change-10,303 (-19%)
Value$33.4M (-$7.0M)
Filed 2026-11-05
First Business Financial Services, Inc.
UNCHANGED
Shares43,684 from 43,684
Change0 (0%)
Value$33.3M (+$692.8K)
Filed 2026-10-29
Arthur M. Cohen & Associates, LLC
DECREASED
Shares43,573 from 45,207
Change-1,634 (-4%)
Value$33.2M (-$529.0K)
Filed 2026-10-26
MKT Advisors LLC
DECREASED
Shares43,556 from 46,445
Change-2,889 (-6%)
Value$33.7M (-$1.0M)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares43,507 from 45,278
Change-1,771 (-4%)
Value$33.2M (-$632.2K)
Filed 2026-10-20
Advisor Resource Council
DECREASED
Shares42,809 from 77,643
Change-34,834 (-45%)
Value$33.2M (-$25.0M)
Filed 2026-11-05
Navigation Wealth Management, Inc.
DECREASED
Shares42,588 from 51,893
Change-9,305 (-18%)
Value$33.1M (-$5.6M)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares42,469 from 42,366
Change+103 (+0%)
Value$32.5M (+$750.7K)
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares42,379 from 27,608
Change+14,771 (+54%)
Value$32.3K (-$20.6M)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares42,307 from 40,543
Change+1,764 (+4%)
Value$32.3M (+$2.0M)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares41,749 from 39,675
Change+2,074 (+5%)
Value$31.8M (+$2.2M)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
INCREASED
Shares41,570 from 41,472
Change+98 (+0%)
Value$31.8M (+$732.0K)
Filed 2026-11-05
True North Advisors, LLC
DECREASED
Shares41,494 from 41,616
Change-122 (0%)
Value$31.7M (+$645.6K)
Filed 2026-10-22
Central Pacific Bank - Trust Division
DECREASED
Shares41,096 from 41,559
Change-463 (-1%)
Value$31.3M (+$306.0K)
Filed 2026-10-06
Indiana Trust & Investment Management Co
DECREASED
Shares41,096 from 41,417
Change-321 (-1%)
Value$31.3M (+$412.1K)
Filed 2026-10-22
Lebenthal Global Advisors, LLC
DECREASED
Shares40,942 from 53,972
Change-13,030 (-24%)
Value$31.2M (-$9.1M)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares40,894 from 42,275
Change-1,381 (-3%)
Value$31.2M (-$383.2K)
Filed 2026-10-08
Thompson Siegel & Walmsley LLC
DECREASED
Shares40,510 from 40,693
Change-183 (0%)
Value$30.9K (-$30.4M)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares40,413 from 41,513
Change-1,100 (-3%)
Value$30.8M (-$180.7K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED
Shares40,297 from 40,633
Change-336 (-1%)
Value$30.8M (+$413.2K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares40,200 from 40,540
Change-340 (-1%)
Value$30.7M (+$424.6K)
Filed 2026-10-29
Childress Capital Advisors, LLC
INCREASED
Shares40,138 from 39,641
Change+497 (+1%)
Value$30.6M (+$1.0M)
Filed 2026-10-28
BigSur Wealth Management LLC
DECREASED
Shares40,082 from 41,135
Change-1,053 (-3%)
Value$30.6M (-$152.4K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares39,511 from 38,561
Change+950 (+2%)
Value$30.1M (+$1.3M)
Filed 2026-11-05
Banque de Luxembourg S.A.
UNCHANGED
Shares39,502 from 39,502
Change0 (0%)
Value$30.1M (+$626.5K)
Filed 2026-10-14
LCM Capital Management Inc
DECREASED
Shares39,197 from 39,645
Change-448 (-1%)
Value$29.9M (+$287.0K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares39,185 from 31,528
Change+7,657 (+24%)
Value$29.9M (+$9.4M)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares39,121 from 42,398
Change-3,277 (-8%)
Value$29.8M (-$1.8M)
Filed 2026-10-29
Ritholtz Wealth Management
DECREASED
Shares39,101 from 176,908
Change-137,807 (-78%)
Value$29.8M (-$102.3M)
Filed 2026-11-05
Guardian Wealth Advisors, LLC
DECREASED
Shares39,057 from 40,018
Change-961 (-2%)
Value$30.1M (+$176.5K)
Filed 2026-10-30
LifeSteps Financial, Inc.
DECREASED
Shares38,951 from 40,973
Change-2,022 (-5%)
Value$29.7M (-$892.2K)
Filed 2026-10-15
SFG Wealth Management, Llc.
DECREASED
Shares38,789 from 41,163
Change-2,374 (-6%)
Value$29.6M (-$1.2M)
Filed 2026-10-23
Avestar Capital, LLC
DECREASED
Shares38,483 from 63,237
Change-24,754 (-39%)
Value$29.3M (-$17.9M)
Filed 2026-10-28
Royal Fund Management, LLC
INCREASED
Shares38,415 from 30,509
Change+7,906 (+26%)
Value$29.3M (+$6.5M)
Filed 2026-10-22
KCM Investment Advisors LLC
INCREASED
Shares38,364 from 37,737
Change+627 (+2%)
Value$29.3M (+$1.1M)
Filed 2026-10-27
Tull Financial Group, Inc.
DECREASED
Shares38,300 from 38,453
Change-153 (0%)
Value$29.2M (+$493.7K)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares38,077 from 38,077
Change0 (0%)
Value$29.0M (+$603.9K)
Filed 2026-10-21
Vavra Capital Management, LLC
DECREASED
Shares38,049 from 45,365
Change-7,316 (-16%)
Value$29.0M (-$4.9M)
Filed 2026-10-14
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares37,931 from 37,931
Change0 (0%)
Value$28.9M (+$601.6K)
Filed 2026-10-29
Atlas Private Wealth Advisors
INCREASED
Shares37,907 from 37,332
Change+575 (+2%)
Value$28.9M (+$1.0M)
Filed 2026-10-23
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares37,749 from 19,784
Change+17,965 (+91%)
Value$28.7M (+$13.9M)
Filed 2026-10-14
Palisade Asset Management, LLC
DECREASED
Shares37,708 from 38,343
Change-635 (-2%)
Value$28.8M (+$123.8K)
Filed 2026-11-03
Eagle Capital Management, LLC
DECREASED
Shares37,655 from 38,138
Change-483 (-1%)
Value$28.7K (+$237)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED
Shares37,626 from 36,755
Change+871 (+2%)
Value$28.7M (+$1.2M)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares36,909 from 41,365
Change-4,456 (-11%)
Value$28.1M (-$2.7M)
Filed 2026-10-08
McHugh Group, LLC
INCREASED
Shares36,872 from 36,527
Change+345 (+1%)
Value$28.1M (+$843.2K)
Filed 2026-10-19
Focus Financial Network, Inc.
DECREASED
Shares36,868 from 39,307
Change-2,439 (-6%)
Value$28.1M (-$1.2M)
Filed 2026-10-14
Westco Advisory Services Inc
DECREASED
Shares36,856 from 37,092
Change-236 (-1%)
Value$28.1M (+$408.3K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED
Shares36,789 from 36,032
Change+757 (+2%)
Value$28.1M (+$1.1M)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares36,778 from 43,500
Change-6,722 (-15%)
Value$28.0M (-$4.4M)
Filed 2026-11-04
Rational Advisors, Inc.
INCREASED
Shares36,529 from 25,677
Change+10,852 (+42%)
Value$27.9M (+$8.7M)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares36,460 from 32,419
Change+4,041 (+12%)
Value$28.1M (+$4.0M)
Filed 2026-11-02
E&G Advisors, LLC
INCREASED
Shares36,386 from 35,521
Change+865 (+2%)
Value$27.7M (+$1.2M)
Filed 2026-10-13
Spectrum Strategic Capital Management, LLC
INCREASED
Shares36,371 from 33,515
Change+2,856 (+9%)
Value$27.7M (+$2.7M)
Filed 2026-10-22
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares36,283 from 36,538
Change-255 (-1%)
Value$27.7M (+$384.8K)
Filed 2026-10-20
Vaquero Private Wealth, LTD
INCREASED
Shares35,799 from 35,794
Change+5 (+0%)
Value$27.3M (+$571.9K)
Filed 2026-10-27
HUB Investment Partners, LLC
DECREASED
Shares35,340 from 39,295
Change-3,955 (-10%)
Value$27.0M (-$2.4M)
Filed 2026-11-03
Lavelle Capital LP
DECREASED
Shares35,298 from 35,407
Change-109 (0%)
Value$26.9M (+$478.4K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares35,018 from 34,994
Change+24 (+0%)
Value$26.7M (+$573.5K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares35,001 from 33,872
Change+1,129 (+3%)
Value$26.7M (+$1.5M)
Filed 2026-11-02
Brickley Wealth Management
UNCHANGED
Shares34,863 from 34,863
Change0 (0%)
Value$26.6M (+$552.9K)
Filed 2026-11-04
Mainsail Financial Group, LLC
DECREASED
Shares34,721 from 35,003
Change-282 (-1%)
Value$26.5M (+$340.1K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
DECREASED
Shares34,709 from 34,862
Change-153 (0%)
Value$26.5M (+$436.2K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
DECREASED
Shares34,545 from 34,577
Change-32 (0%)
Value$26.3M (+$524.2K)
Filed 2026-10-29
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares34,539 from 32,711
Change+1,828 (+6%)
Value$26.3M (+$1.9M)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares34,398 from 33,412
Change+986 (+3%)
Value$26.2M (+$1.3M)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares34,368 from 36,007
Change-1,639 (-5%)
Value$26.2M (-$678.9K)
Filed 2026-10-20
Strategic Wealth Investment Group, LLC
DECREASED
Shares34,256 from 34,300
Change-44 (0%)
Value$26.1M (+$510.3K)
Filed 2026-10-29
Taylor Securities Services, Inc.
DECREASED
Shares34,217 from 39,970
Change-5,753 (-14%)
Value$26.1M (-$3.8M)
Filed 2026-10-20
Steinberganna Wealth Management
INCREASED
Shares34,192 from 34,030
Change+162 (+0%)
Value$26.1M (+$663.4K)
Filed 2026-10-23
Henshaw Capital LLC
UNCHANGED
Shares34,135 from 34,135
Change0 (0%)
Value$26.0M (+$541.4K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares33,998 from 34,091
Change-93 (0%)
Value$25.9M (+$469.8K)
Filed 2026-11-02
Tctc Holdings, LLC
INCREASED
Shares33,942 from 32,333
Change+1,609 (+5%)
Value$25.9M (+$1.7M)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares33,898 from 33,134
Change+764 (+2%)
Value$26.2M (+$1.3M)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
DECREASED
Shares33,898 from 34,436
Change-538 (-2%)
Value$25.9M (+$135.7K)
Filed 2026-10-15
Segment Wealth Management, LLC
DECREASED
Shares33,772 from 33,912
Change-140 (0%)
Value$25.8M (+$431.1K)
Filed 2026-10-26
Trust Co of Oklahoma
DECREASED
Shares33,577 from 33,807
Change-230 (-1%)
Value$25.6M (+$360.8K)
Filed 2026-10-15
Hummer Financial Advisory Services Inc
UNCHANGED
Shares33,564 from 33,564
Change0 (0%)
Value$25.7M (+$531.8K)
Filed 2026-10-09
TKG Advisors, LLC
INCREASED
Shares33,483 from 33,345
Change+138 (+0%)
Value$25.5M (+$634.1K)
Filed 2026-11-02
Ellis Investment Partners, LLC
INCREASED
Shares33,478 from 33,410
Change+68 (+0%)
Value$25.5M (+$582.4K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
DECREASED
Shares33,382 from 33,607
Change-225 (-1%)
Value$25.5M (+$360.8K)
Filed 2026-10-22
J. Safra Sarasin Holding AG
INCREASED
Shares33,348 from 32,517
Change+831 (+3%)
Value$22.7M (+$829.5K)
Filed 2026-10-26
Baron Financial Group, LLC
INCREASED
Shares33,328 from 33,282
Change+46 (+0%)
Value$25.4M (+$562.9K)
Filed 2026-10-09
ALM First Financial Advisors, LLC
INCREASED
Shares33,293 from 23,473
Change+9,820 (+42%)
Value$25.4M (+$7.9M)
Filed 2026-10-13
Landmark Wealth Management, Inc.
DECREASED
Shares33,285 from 41,465
Change-8,180 (-20%)
Value$25.4M (-$5.6M)
Filed 2026-11-04
Jacksonville Wealth Management, LLC
INCREASED
Shares33,193 from 30,225
Change+2,968 (+10%)
Value$25.3M (+$2.7M)
Filed 2026-10-30
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares33,100 from 34,600
Change-1,500 (-4%)
Value$25.2M (-$595.2K)
Filed 2026-10-29
Halter Ferguson Financial Inc.
DECREASED
Shares33,070 from 36,400
Change-3,330 (-9%)
Value$25.2M (-$2.0M)
Filed 2026-10-21
Clarus Wealth Advisors
INCREASED
Shares32,921 from 31,542
Change+1,379 (+4%)
Value$25.6M (+$2.1M)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares32,864 from 38,398
Change-5,534 (-14%)
Value$25.1M (-$3.6M)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares32,682 from 32,200
Change+482 (+2%)
Value$24.9M (+$878.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares32,606 from 30,403
Change+2,203 (+7%)
Value$24.9M (+$2.2M)
Filed 2026-11-04
Aspen Investment Management Inc
DECREASED
Shares32,399 from 33,300
Change-901 (-3%)
Value$24.7K (-$159)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares32,311 from 32,533
Change-222 (-1%)
Value$24.6M (+$346.3K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares32,307 from 32,206
Change+101 (+0%)
Value$24.6M (+$587.8K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares32,288 from 30,703
Change+1,585 (+5%)
Value$24.6M (+$1.7M)
Filed 2026-10-14
Thrive Wealth Management, LLC
DECREASED
Shares32,114 from 32,564
Change-450 (-1%)
Value$24.5M (+$173.5K)
Filed 2026-10-13
Yousif Capital Management, LLC
INCREASED
Shares32,005 from 29,287
Change+2,718 (+9%)
Value$24.4M (+$2.5M)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares31,797 from 31,275
Change+522 (+2%)
Value$24.5M (+$1.1M)
Filed 2026-10-15
Romano Brothers and Company
INCREASED
Shares31,762 from 31,327
Change+435 (+1%)
Value$24.2M (+$828.0K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares31,759 from 31,417
Change+342 (+1%)
Value$24.2M (+$758.9K)
Filed 2026-10-22
Cordoba Advisory Partners LLC
INCREASED
Shares31,707 from 30,274
Change+1,433 (+5%)
Value$24.2M (+$1.5M)
Filed 2026-10-19
Quattro Financial Advisors LLC
DECREASED
Shares31,657 from 31,759
Change-102 (0%)
Value$24.1M (+$425.9K)
Filed 2026-10-15
Pinkerton Wealth, LLC
DECREASED
Shares31,578 from 32,922
Change-1,344 (-4%)
Value$24.1M (+$2.7M)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED
Shares31,283 from 27,186
Change+4,097 (+15%)
Value$23.9M (+$3.6M)
Filed 2026-10-13
Aaron Wealth Advisors LLC
DECREASED
Shares31,131 from 31,147
Change-16 (0%)
Value$23.7M (+$481.8K)
Filed 2026-10-13
Delta Financial Advisors LLC
INCREASED
Shares31,034 from 30,116
Change+918 (+3%)
Value$23.7M (+$1.2M)
Filed 2026-10-27
Schear Investment Advisers, LLC
INCREASED
Shares30,839 from 6,342
Change+24,497 (+386%)
Value$23.5M (+$18.8M)
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares30,839 from 31,162
Change-323 (-1%)
Value$23.5M (+$247.4K)
Filed 2026-10-14
Solstein Capital, LLC
UNCHANGED
Shares30,798 from 30,798
Change0 (0%)
Value$23.5M (+$488.5K)
Filed 2026-11-02
True Freedom Investing, LLC
DECREASED
Shares30,683 from 31,865
Change-1,182 (-4%)
Value$23.4M (+$2.7M)
Filed 2026-10-29
Svrn Asset Management, LLC
UNCHANGED
Shares30,596 from 30,596
Change0 (0%)
Value$23.3M (+$485.3K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
INCREASED
Shares30,471 from 29,722
Change+749 (+3%)
Value$23.2M (+$1.0M)
Filed 2026-10-29
Family Capital Management, Inc.
DECREASED
Shares30,427 from 30,607
Change-180 (-1%)
Value$23.2M (+$348.2K)
Filed 2026-11-03
Sincerus Advisory, LLC
DECREASED
Shares30,399 from 30,511
Change-112 (0%)
Value$23.2M (+$399.0K)
Filed 2026-10-09
Advisory Solutions Group, LLC
DECREASED
Shares30,392 from 31,372
Change-980 (-3%)
Value$23.2M (-$249.5K)
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares30,324 from 30,155
Change+169 (+1%)
Value$23.1M (+$607.5K)
Filed 2026-11-02
CX Institutional
DECREASED
Shares30,149 from 30,467
Change-318 (-1%)
Value$23.0K (+$240)
Filed 2026-10-02
Sentinel Trust Co LBA
DECREASED
Shares30,111 from 30,775
Change-664 (-2%)
Value$23.0K (-$18)
Filed 2026-11-03
West Branch Capital LLC
DECREASED
Shares30,033 from 30,320
Change-287 (-1%)
Value$22.9M (+$261.9K)
Filed 2026-10-20
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares30,023 from 30,656
Change-633 (-2%)
Value$22.9M (+$3.5K)
Filed 2026-10-26
Sepio Capital, LP
INCREASED
Shares29,966 from 21,053
Change+8,913 (+42%)
Value$22.9M (+$7.1M)
Filed 2026-10-22
Financial & Tax Architects, LLC
INCREASED
Shares29,835 from 27,859
Change+1,976 (+7%)
Value$22.8M (+$1.9M)
Filed 2026-10-15
Equitable Trust Co
INCREASED
Shares29,821 from 29,798
Change+23 (+0%)
Value$22.7M (+$490.1K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
INCREASED
Shares29,663 from 29,487
Change+176 (+1%)
Value$22.6M (+$602.3K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
DECREASED
Shares29,450 from 31,658
Change-2,208 (-7%)
Value$22.5M (-$1.2M)
Filed 2026-10-13
Chilton Capital Management LLC
DECREASED
Shares29,439 from 30,664
Change-1,225 (-4%)
Value$22.5M (-$447.6K)
Filed 2026-10-28
Clark Financial Services Group Inc
INCREASED
Shares29,405 from 29,280
Change+125 (+0%)
Value$22.4M (+$559.7K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares29,287 from 27,482
Change+1,805 (+7%)
Value$22.3M (+$1.8M)
Filed 2026-10-13
AFG Fiduciary Services Limited Partnership
DECREASED
Shares29,134 from 29,741
Change-607 (-2%)
Value$22.7M (+$516.1K)
Filed 2026-10-21
Magnolia Capital Management LTD
DECREASED
Shares29,128 from 29,595
Change-467 (-2%)
Value$22.2K (+$113)
Filed 2026-10-09
Salem Investment Counselors Inc
DECREASED
Shares29,128 from 29,172
Change-44 (0%)
Value$22.3M (+$428.7K)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares29,106 from 29,388
Change-282 (-1%)
Value$22.3M (+$251.5K)
Filed 2026-10-22
Florida Trust Wealth Management Co
INCREASED
Shares29,044 from 28,883
Change+161 (+1%)
Value$22.1M (+$580.9K)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
DECREASED
Shares29,042 from 30,254
Change-1,212 (-4%)
Value$22.2M (-$273.2K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares28,966 from 29,237
Change-271 (-1%)
Value$22.1M (+$257.6K)
Filed 2026-10-08
Mycio Wealth Partners, LLC
INCREASED
Shares28,868 from 28,825
Change+43 (+0%)
Value$22.0M (+$489.5K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares28,628 from 28,732
Change-104 (0%)
Value$21.8M (+$376.6K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares28,577 from 28,653
Change-76 (0%)
Value$21.8M (+$396.3K)
Filed 2026-11-04
Procyon Advisors, LLC
INCREASED
Shares28,560 from 23,765
Change+4,795 (+20%)
Value$21.8M (+$4.0M)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares28,411 from 28,406
Change+5 (+0%)
Value$21.7M (+$676.4K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares28,284 from 28,043
Change+241 (+1%)
Value$21.6M (+$628.2K)
Filed 2026-10-21
Central Bank & Trust Co
INCREASED
Shares28,136 from 27,915
Change+221 (+1%)
Value$21.5M (+$611.3K)
Filed 2026-10-09
Compass Planning Associates Inc
INCREASED
Shares28,063 from 27,721
Change+342 (+1%)
Value$21.4M (+$700.6K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares28,052 from 27,960
Change+92 (+0%)
Value$21.6M (+$675.8K)
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares27,926 from 24,041
Change+3,885 (+16%)
Value$21.3M (+$3.3M)
Filed 2026-10-28
Y.D. More Investments Ltd
DECREASED
Shares27,873 from 35,982
Change-8,109 (-23%)
Value$21.2M (-$5.6M)
Filed 2026-11-02
Smithbridge Asset Management Inc
INCREASED
Shares27,760 from 27,588
Change+172 (+1%)
Value$21.2M (+$568.8K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares27,730 from 27,842
Change-112 (0%)
Value$21.1M (+$356.0K)
Filed 2026-10-22
Wealth Architects, LLC
INCREASED
Shares27,713 from 27,583
Change+130 (+0%)
Value$21.1M (+$536.6K)
Filed 2026-11-03
Howland Capital Management LLC
DECREASED
Shares27,508 from 27,769
Change-261 (-1%)
Value$21.0M (+$240.4K)
Filed 2026-10-22
Ramiah Investment Group
DECREASED
Shares27,430 from 29,347
Change-1,917 (-7%)
Value$20.9M (-$996.5K)
Filed 2026-10-20
Oakworth Capital, Inc.
DECREASED
Shares27,386 from 27,612
Change-226 (-1%)
Value$20.9M (+$272.9K)
Filed 2026-10-26
G&S Capital LLC
INCREASED
Shares27,384 from 26,940
Change+444 (+2%)
Value$20.9M (+$765.9K)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
DECREASED
Shares27,228 from 28,056
Change-828 (-3%)
Value$20.8M (-$186.3K)
Filed 2026-10-21
Integrity Alliance, Llc.
DECREASED
Shares27,136 from 32,378
Change-5,242 (-16%)
Value$20.7M (-$3.5M)
Filed 2026-10-29
Solidarity Wealth, LLC
DECREASED
Shares27,121 from 28,087
Change-966 (-3%)
Value$20.7M (-$291.2K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED
Shares27,102 from 26,380
Change+722 (+3%)
Value$20.7M (+$969.6K)
Filed 2026-10-09
Founders Capital Management, LLC
DECREASED
Shares26,979 from 27,016
Change-37 (0%)
Value$20.6M (+$400.5K)
Filed 2026-10-23
Patton Fund Management, Inc.
INCREASED
Shares26,925 from 26,880
Change+45 (+0%)
Value$20.5M (+$460.6K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares26,918 from 30,783
Change-3,865 (-13%)
Value$20.5M (-$2.5M)
Filed 2026-11-04
Kapitalo Investimentos Ltda
DECREASED
Shares26,900 from 201,260
Change-174,360 (-87%)
Value$20.5M (-$129.8M)
Filed 2026-10-20
Aries Wealth Management
INCREASED
Shares26,885 from 26,501
Change+384 (+1%)
Value$20.5M (+$713.2K)
Filed 2026-10-23
Basso Capital Management, L.P.
INCREASED
Shares26,843 from 26,424
Change+419 (+2%)
Value$20.5M (+$738.9K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares26,731 from 26,020
Change+711 (+3%)
Value$20.4M (+$955.3K)
Filed 2026-11-05
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares26,550 from 32,482
Change-5,932 (-18%)
Value$20.2M (-$4.0M)
Filed 2026-10-21
Arista Wealth Management, LLC
DECREASED
Shares26,438 from 26,551
Change-113 (0%)
Value$20.2M (+$334.9K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares26,430 from 17,759
Change+8,671 (+49%)
Value$20.2M (+$6.9M)
Filed 2026-10-21
ANB Bank
DECREASED
Shares26,394 from 28,403
Change-2,009 (-7%)
Value$20.1M (-$1.1M)
Filed 2026-10-09
Bell Bank
DECREASED
Shares26,114 from 26,270
Change-156 (-1%)
Value$19.9M (+$297.7K)
Filed 2026-10-21
Fire Capital Management LLC
INCREASED
Shares26,048 from 4,682
Change+21,366 (+456%)
Value$19.9M (+$16.4M)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares26,022 from 25,360
Change+662 (+3%)
Value$19.8M (+$907.3K)
Filed 2026-10-29
Biltmore Family Office, LLC
DECREASED
Shares25,552 from 25,556
Change-4 (0%)
Value$19.5M (+$401.8K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares25,535 from 8,951
Change+16,584 (+185%)
Value$19.5M (+$12.8M)
Filed 2026-10-15
Hillman Co
INCREASED
Shares25,412 from 12,439
Change+12,973 (+104%)
Value$19.4M (+$10.1M)
Filed 2026-10-28
Certuity, LLC
INCREASED
Shares25,361 from 23,492
Change+1,869 (+8%)
Value$19.3M (+$1.8M)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares25,358 from 20,427
Change+4,931 (+24%)
Value$19.3M (+$4.1M)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
INCREASED
Shares25,348 from 25,267
Change+81 (+0%)
Value$19.3M (+$462.5K)
Filed 2026-10-16
Kennicott Capital Management LLC
INCREASED
Shares25,298 from 24,875
Change+423 (+2%)
Value$19.3M (+$717.2K)
Filed 2026-10-16
Cacti Asset Management LLC
UNCHANGED
Shares25,295 from 25,295
Change0 (0%)
Value$19.3M (+$440.9K)
Filed 2026-10-01
Unique Wealth, LLC
DECREASED
Shares25,270 from 25,692
Change-422 (-2%)
Value$19.3M (+$86.1K)
Filed 2026-10-16
Third View Private Wealth, LLC
INCREASED
Shares25,079 from 23,886
Change+1,193 (+5%)
Value$19.1M (+$1.3M)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares25,063 from 24,372
Change+691 (+3%)
Value$19.1M (+$938.9K)
Filed 2026-10-30
Rockland Trust Co
DECREASED
Shares25,001 from 25,515
Change-514 (-2%)
Value$19.1M (+$12.7K)
Filed 2026-10-05
Ryan Investment Management, Inc.
INCREASED
Shares24,874 from 17,462
Change+7,412 (+42%)
Value$19.0M (+$5.9M)
Filed 2026-10-20
OFS Enterprise LLC
DECREASED
Shares24,841 from 25,457
Change-616 (-2%)
Value$18.9M (-$66.0K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares24,835 from 31,713
Change-6,878 (-22%)
Value$18.9M (-$4.7M)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares24,695 from 22,814
Change+1,881 (+8%)
Value$18.9M (+$1.8M)
Filed 2026-10-22
CWA Asset Management Group, LLC
INCREASED
Shares24,667 from 23,170
Change+1,497 (+6%)
Value$18.8M (+$1.5M)
Filed 2026-10-19
Opulen Financial Group LLC
INCREASED
Shares24,604 from 23,752
Change+852 (+4%)
Value$18.8M (+$1.0M)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares24,557 from 24,402
Change+155 (+1%)
Value$18.7M (+$505.3K)
Filed 2026-10-14
State of Alaska, Department of Revenue
INCREASED
Shares24,504 from 14,564
Change+9,940 (+68%)
Value$18.7K (-$10.9M)
Filed 2026-10-15
Gridiron Partners, LLC
UNCHANGED
Shares24,484 from 24,484
Change0 (0%)
Value$18.7M (+$388.3K)
Filed 2026-10-08
Quadrant Capital Group LLC
DECREASED
Shares24,458 from 48,420
Change-23,962 (-49%)
Value$19.0M (-$17.1M)
Filed 2026-10-20
Global Financial Private Client, LLC
INCREASED
Shares24,410 from 24,304
Change+106 (+0%)
Value$18.6M (+$466.3K)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares24,363 from 23,906
Change+457 (+2%)
Value$19.0M (+$996.4K)
Filed 2026-10-13
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares24,317 from 24,708
Change-391 (-2%)
Value$18.5M (+$93.7K)
Filed 2026-10-14
Churchill Financial Advisors, LLC
DECREASED
Shares23,996 from 25,012
Change-1,016 (-4%)
Value$18.3M (-$378.1K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares23,936 from 25,244
Change-1,308 (-5%)
Value$18.3M (-$597.2K)
Filed 2026-10-13
Bensler, LLC
INCREASED
Shares23,858 from 22,765
Change+1,093 (+5%)
Value$18.2M (+$1.2M)
Filed 2026-11-05
Nadler Financial Group, Inc.
DECREASED
Shares23,762 from 24,737
Change-975 (-4%)
Value$18.1M (-$351.2K)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares23,761 from 23,305
Change+456 (+2%)
Value$18.4M (+$795.1K)
Filed 2026-10-09
Foguth Wealth Management, Llc.
INCREASED
Shares23,720 from 23,195
Change+525 (+2%)
Value$18.1M (+$891.5K)
Filed 2026-10-19
Trek Financial, LLC
INCREASED
Shares23,704 from 21,310
Change+2,394 (+11%)
Value$18.1M (+$2.2M)
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED
Shares23,439 from 23,929
Change-490 (-2%)
Value$17.9M (+$5.6K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares23,398
Change+23,398
Value$17.8M
Filed 2026-11-03
Accredited Investors Inc.
DECREASED
Shares23,342 from 23,357
Change-15 (0%)
Value$17.8M (+$359.1K)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares23,329 from 24,278
Change-949 (-4%)
Value$17.8M (-$338.2K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED
Shares23,304 from 23,364
Change-60 (0%)
Value$17.8M (+$324.4K)
Filed 2026-10-05
Paladin Partners, LLC
INCREASED
Shares23,165 from 23,064
Change+101 (+0%)
Value$17.7M (+$442.8K)
Filed 2026-10-06
Aspire Private Capital, LLC
DECREASED
Shares23,149 from 33,010
Change-9,861 (-30%)
Value$17.7M (-$7.0M)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares23,064 from 20,770
Change+2,294 (+11%)
Value$17.6M (+$2.1M)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
DECREASED
Shares23,050 from 23,394
Change-344 (-1%)
Value$17.6M (+$109.1K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares23,004 from 23,098
Change-94 (0%)
Value$17.5M (+$294.7K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares22,832 from 25,530
Change-2,698 (-11%)
Value$17.4M (-$1.7M)
Filed 2026-10-13
Pathway Financial Advisors LLC
DECREASED
Shares22,700 from 22,771
Change-71 (0%)
Value$17.3M (+$352.6K)
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares22,695 from 27,480
Change-4,785 (-17%)
Value$17.3M (-$3.2M)
Filed 2026-10-07
Grove Bank & Trust
DECREASED
Shares22,695 from 22,763
Change-68 (0%)
Value$17.3M (+$309.2K)
Filed 2026-10-08
Hopwood Financial Services, Inc.
DECREASED
Shares22,683 from 22,788
Change-105 (0%)
Value$17.3M (+$280.9K)
Filed 2026-10-29
Moneco Advisors, LLC
INCREASED
Shares22,606 from 22,283
Change+323 (+1%)
Value$17.2M (+$599.6K)
Filed 2026-11-05
Neumann Capital Management, LLC
NEW
Shares22,330
Change+22,330
Value$17.0M
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares22,329 from 22,490
Change-161 (-1%)
Value$17.0M (+$233.9K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares22,216 from 20,058
Change+2,158 (+11%)
Value$16.6M (+$2.4M)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares22,194 from 19,880
Change+2,314 (+12%)
Value$16.9M (+$2.1M)
Filed 2026-10-14
BOS Asset Management, LLC
INCREASED
Shares22,159 from 21,691
Change+468 (+2%)
Value$16.9M (+$701.1K)
Filed 2026-10-09
BlueChip Wealth Advisors LLC
INCREASED
Shares22,120 from 21,365
Change+755 (+4%)
Value$16.9M (+$918.0K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
DECREASED
Shares22,064 from 22,163
Change-99 (0%)
Value$16.8M (+$276.3K)
Filed 2026-10-23
Hickory Point Bank & Trust
DECREASED
Shares21,804 from 22,101
Change-297 (-1%)
Value$16.6M (+$124.0K)
Filed 2026-10-01
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares21,793 from 21,777
Change+16 (+0%)
Value$16.6M (+$357.4K)
Filed 2026-10-08
CRA Financial Services, LLC
DECREASED
Shares21,781 from 21,874
Change-93 (0%)
Value$16.6M (+$276.0K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares21,779 from 21,101
Change+678 (+3%)
Value$16.6M (+$852.0K)
Filed 2026-10-21
Johnson Financial Group, LLC
DECREASED
Shares21,694 from 21,757
Change-63 (0%)
Value$16.5M (+$297.2K)
Filed 2026-11-03
Advisortrust Partners, LLC
INCREASED
Shares21,666 from 21,304
Change+362 (+2%)
Value$16.5M (+$614.1K)
Filed 2026-11-02
Fluent Financial, LLC
DECREASED
Shares21,636 from 54,729
Change-33,093 (-60%)
Value$16.5M (-$24.4M)
Filed 2026-10-13
James T. Borello RIA
INCREASED
Shares21,590 from 21,542
Change+48 (+0%)
Value$16.5M (+$377.9K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares21,512 from 12,662
Change+8,850 (+70%)
Value$16.4M (+$6.9M)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
DECREASED
Shares21,393 from 51,514
Change-30,121 (-58%)
Value$16.3M (-$22.2M)
Filed 2026-10-15
Stordahl Capital Management, Inc.
DECREASED
Shares21,392 from 21,670
Change-278 (-1%)
Value$16.3M (+$131.7K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED
Shares21,348 from 21,072
Change+276 (+1%)
Value$16.3M (+$544.6K)
Filed 2026-10-29
Laurel Wealth Advisors LLC
DECREASED
Shares21,312 from 22,864
Change-1,552 (-7%)
Value$16.3M (-$820.8K)
Filed 2026-10-27
SimpliFi, Inc.
DECREASED
Shares21,159 from 21,215
Change-56 (0%)
Value$16.1M (+$293.7K)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
UNCHANGED
Shares21,151 from 21,151
Change0 (0%)
Value$16.1M (+$335.6K)
Filed 2026-10-15
Chicago Capital, LLC
INCREASED
Shares21,133 from 21,130
Change+3 (+0%)
Value$16.1M (+$337.5K)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares21,111 from 21,261
Change-150 (-1%)
Value$16.1M (+$222.8K)
Filed 2026-11-03
Harbour Trust & Investment Management Co
DECREASED
Shares21,064 from 21,320
Change-256 (-1%)
Value$16.1M (+$142.9K)
Filed 2026-10-28
Claro Advisors Inc.
DECREASED
Shares21,017 from 21,062
Change-45 (0%)
Value$16.0M (+$299.4K)
Filed 2026-11-02
Evanson Financial, LLC
DECREASED
Shares20,980 from 21,122
Change-142 (-1%)
Value$16.0M (+$226.6K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares20,924 from 21,138
Change-214 (-1%)
Value$16.0M (+$172.1K)
Filed 2026-10-26
Flagship Private Wealth, LLC
DECREASED
Shares20,915 from 23,725
Change-2,810 (-12%)
Value$16.0M (-$1.8M)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED
Shares20,856 from 18,748
Change+2,108 (+11%)
Value$5.1M (+$69.5K)
Filed 2026-10-21
Blueprint Financial Advisors LLC
DECREASED
Shares20,764 from 22,129
Change-1,365 (-6%)
Value$15.8M (-$690.0K)
Filed 2026-10-28
AGH Wealth Advisors, LLC
DECREASED
Shares20,718 from 21,937
Change-1,219 (-6%)
Value$15.8M (-$580.5K)
Filed 2026-10-26
First Citizens Bank & Trust Co
INCREASED
Shares20,716 from 18,299
Change+2,417 (+13%)
Value$15.8M (+$2.1M)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares20,614 from 20,373
Change+241 (+1%)
Value$15.7M (+$506.8K)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares20,402 from 20,118
Change+284 (+1%)
Value$15.6M (+$535.7K)
Filed 2026-10-27
Park Capital Management, LLC / WI
DECREASED
Shares20,312 from 21,300
Change-988 (-5%)
Value$15.5M (-$415.6K)
Filed 2026-10-13
Morangie Management LLC
INCREASED
Shares20,177 from 20,120
Change+57 (+0%)
Value$15.4M (+$362.2K)
Filed 2026-10-15
Essential Planning, Llc.
INCREASED
Shares20,127 from 15,515
Change+4,612 (+30%)
Value$15.4M (+$3.8M)
Filed 2026-10-21
Berman McAleer LLC
UNCHANGED
Shares19,986 from 19,986
Change0 (0%)
Value$15.2M (+$317.0K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares19,823 from 19,823
Change0 (0%)
Value$15.1M (+$307.0K)
Filed 2026-10-20
Financial Guidance Group, Inc.
DECREASED
Shares19,691 from 19,941
Change-250 (-1%)
Value$15.0M (+$125.2K)
Filed 2026-10-21
Lyell Wealth Management, LP
INCREASED
Shares19,628 from 18,915
Change+713 (+4%)
Value$15.0M (+$843.5K)
Filed 2026-10-30
Northside Capital Management, LLC
INCREASED
Shares19,314 from 19,282
Change+32 (+0%)
Value$14.7M (+$330.4K)
Filed 2026-10-13
Eagle Strategies LLC
INCREASED
Shares19,211 from 18,883
Change+328 (+2%)
Value$14.7M (+$549.2K)
Filed 2026-10-16
Clear Wave Wealth Management LLC
DECREASED
Shares19,183 from 19,950
Change-767 (-4%)
Value$14.6M (-$268.7K)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares19,134 from 19,653
Change-519 (-3%)
Value$14.6K (-$14.7M)
Filed 2026-10-30
Quadcap Wealth Management, LLC
DECREASED
Shares19,115 from 19,399
Change-284 (-1%)
Value$14.6M (+$92.1K)
Filed 2026-11-02
Bricktown Capital, LLC
UNCHANGED
Shares19,100 from 19,100
Change0 (0%)
Value$14.6M (+$302.9K)
Filed 2026-10-13
Grandview Asset Management LLC
DECREASED
Shares19,096 from 21,052
Change-1,956 (-9%)
Value$14.6M (-$1.2M)
Filed 2026-10-19
Phillips Financial Management, LLC
INCREASED
Shares19,058 from 13,220
Change+5,838 (+44%)
Value$14.5M (+$4.7M)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
DECREASED
Shares19,040 from 19,212
Change-172 (-1%)
Value$14.5M (+$173.5K)
Filed 2026-11-02
TrueWealth Advisors, LLC
DECREASED
Shares18,917 from 34,396
Change-15,479 (-45%)
Value$14.4M (-$11.3M)
Filed 2026-10-09
MidAtlantic Capital Management, Inc.
DECREASED
Shares18,872 from 18,896
Change-24 (0%)
Value$14.4M (+$281.4K)
Filed 2026-11-05
B&D White Capital Company, LLC
DECREASED
Shares18,861 from 18,946
Change-85 (0%)
Value$14.4M (+$235.7K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares18,856 from 20,827
Change-1,971 (-9%)
Value$14.4M (-$1.2M)
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares18,839 from 18,782
Change+57 (+0%)
Value$14.4M (+$341.2K)
Filed 2026-10-29
AMI Investment Management Inc
DECREASED
Shares18,752 from 20,153
Change-1,401 (-7%)
Value$14.3M (-$748.8K)
Filed 2026-10-27
Lynch Investment Planning, LLC
INCREASED
Shares18,706 from 18,066
Change+640 (+4%)
Value$14.3M (+$774.6K)
Filed 2026-10-27
Sage Mountain Advisors LLC
DECREASED
Shares18,659 from 18,667
Change-8 (0%)
Value$14.2M (+$289.7K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares18,636 from 16,727
Change+1,909 (+11%)
Value$14.2M (+$1.7M)
Filed 2026-11-03
First International Bank of Israel Ltd.
INCREASED
Shares18,631 from 17,542
Change+1,089 (+6%)
Value$14.2M (+$1.1M)
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares18,622 from 23,883
Change-5,261 (-22%)
Value$14.2M (-$3.6M)
Filed 2026-10-01
North Dakota State Investment Board
NEW
Shares18,562
Change+18,562
Value$14.2M
Filed 2026-10-27
CDM Financial Counseling Services, Inc.
DECREASED
Shares18,534 from 18,592
Change-58 (0%)
Value$14.1M (+$249.5K)
Filed 2026-10-15
Vista Investment Partners LLC
INCREASED
Shares18,507 from 18,486
Change+21 (+0%)
Value$14.1M (+$309.2K)
Filed 2026-10-08
Paragon Private Wealth Management, LLC
INCREASED
Shares18,505 from 15,749
Change+2,756 (+18%)
Value$14.1M (+$2.4M)
Filed 2026-10-20
Montecito Bank & Trust
DECREASED
Shares18,450 from 19,054
Change-604 (-3%)
Value$14.1M (-$158.4K)
Filed 2026-10-01
Compass Ion Advisors, LLC
DECREASED
Shares18,323 from 18,557
Change-234 (-1%)
Value$14.0M (+$115.7K)
Filed 2026-10-23
Perennial Advisors, LLC
INCREASED
Shares18,322 from 18,072
Change+250 (+1%)
Value$14.0M (+$476.8K)
Filed 2026-10-13
Factor Wealth Management LTD
DECREASED
Shares18,309 from 18,920
Change-611 (-3%)
Value$14.0M (-$165.9K)
Filed 2026-10-08
Endeavor Private Wealth, Inc.
INCREASED
Shares18,289 from 17,493
Change+796 (+5%)
Value$13.9M (+$853.5K)
Filed 2026-11-05
TCP Asset Management, LLC
DECREASED
Shares18,286 from 18,389
Change-103 (-1%)
Value$14.1M (+$341.2K)
Filed 2026-10-14
Stone Wealth Partners
INCREASED
Shares18,274 from 9,790
Change+8,484 (+87%)
Value$14.0M (+$6.6M)
Filed 2026-11-05
Cypress Capital Group
DECREASED
Shares18,269 from 21,513
Change-3,244 (-15%)
Value$13.9M (-$2.1M)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
INCREASED
Shares18,215 from 18,132
Change+83 (+0%)
Value$13.9M (+$351.2K)
Filed 2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED
Shares18,208 from 18,149
Change+59 (+0%)
Value$13.9M (+$332.8K)
Filed 2026-10-08
South Shore Capital Advisors
INCREASED
Shares18,159 from 17,989
Change+170 (+1%)
Value$13.8M (+$414.9K)
Filed 2026-10-20
Anchyra Partners LLC
INCREASED
Shares18,072 from 4,548
Change+13,524 (+297%)
Value$13.8M (+$10.4M)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares18,039 from 65,000
Change-46,961 (-72%)
Value$13.8M (-$34.9M)
Filed 2026-10-29
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares18,021 from 18,095
Change-74 (0%)
Value$13.7M (+$230.6K)
Filed 2026-10-08
New Wave Wealth Advisors LLC
INCREASED
Shares17,986 from 12,938
Change+5,048 (+39%)
Value$14.0M (+$4.3M)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
DECREASED
Shares17,980 from 18,037
Change-57 (0%)
Value$13.7M (+$242.8K)
Filed 2026-11-02
LMG Wealth Partners, LLC
INCREASED
Shares17,949 from 17,924
Change+25 (+0%)
Value$13.7M (+$302.6K)
Filed 2026-11-05
Vigilare Wealth Management
INCREASED
Shares17,865 from 4,764
Change+13,101 (+275%)
Value$13.6M (+$10.1M)
Filed 2026-10-29
Chatham Capital Group, Inc.
DECREASED
Shares17,832 from 24,310
Change-6,478 (-27%)
Value$13.6M (-$4.6M)
Filed 2026-10-16
Paulson Wealth Management Inc.
DECREASED
Shares17,815 from 18,155
Change-340 (-2%)
Value$13.6M (+$28.1K)
Filed 2026-11-02
Canopy Partners, LLC
DECREASED
Shares17,780 from 17,781
Change-1 (0%)
Value$13.6M (+$281.2K)
Filed 2026-10-28
Voisard Asset Management Group, Inc.
DECREASED
Shares17,752 from 17,892
Change-140 (-1%)
Value$13.5M (+$176.8K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares17,748 from 17,043
Change+705 (+4%)
Value$13.5M (+$807.6K)
Filed 2026-10-16
SpringVest Wealth Management LLC
INCREASED
Shares17,722 from 17,279
Change+443 (+3%)
Value$13.5M (+$611.7K)
Filed 2026-10-27
Sage Capital Advisors,llc
INCREASED
Shares17,685 from 17,682
Change+3 (+0%)
Value$13.5M (+$282.6K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares17,596 from 16,287
Change+1,309 (+8%)
Value$13.3M (+$1.1M)
Filed 2026-11-03
Courier Capital LLC
DECREASED
Shares17,590 from 18,337
Change-747 (-4%)
Value$13.4M (-$278.8K)
Filed 2026-10-19
RMR Wealth Builders
DECREASED
Shares17,539 from 17,544
Change-5 (0%)
Value$13.4M (+$274.7K)
Filed 2026-10-22
Verity Asset Management, Inc.
DECREASED
Shares17,538 from 17,596
Change-58 (0%)
Value$13.4M (+$234.4K)
Filed 2026-10-30
LVM Capital Management LTD
INCREASED
Shares17,474 from 17,432
Change+42 (+0%)
Value$13.3M (+$13.3M)
Filed 2026-10-20
Principle Wealth Partners LLC
DECREASED
Shares17,458 from 18,688
Change-1,230 (-7%)
Value$13.3M (-$641.3K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares17,443 from 17,649
Change-206 (-1%)
Value$13.6M (+$410.0K)
Filed 2026-10-21
Northstar Asset Management Co
DECREASED
Shares17,438 from 17,718
Change-280 (-2%)
Value$13.5M (+$388.8K)
Filed 2026-10-22
Oxler Private Wealth LLC
DECREASED
Shares17,353 from 17,693
Change-340 (-2%)
Value$13.2M (+$20.9K)
Filed 2026-10-21
Global Trust Wealth Management LLC
DECREASED
Shares17,335 from 18,340
Change-1,005 (-5%)
Value$13.2M (-$475.7K)
Filed 2026-10-14
Raleigh Capital Management Inc.
DECREASED
Shares17,308 from 21,983
Change-4,675 (-21%)
Value$13.2M (-$3.2M)
Filed 2026-10-28
Roman Butler Fullerton & Co
INCREASED
Shares17,277 from 14,310
Change+2,967 (+21%)
Value$13.2M (+$2.5M)
Filed 2026-10-27
Nixon Peabody Trust Co
DECREASED
Shares17,201 from 17,403
Change-202 (-1%)
Value$13.1M (+$122.0K)
Filed 2026-10-23
CFM Wealth Partners LLC
DECREASED
Shares17,135 from 17,217
Change-82 (0%)
Value$13.1M (+$210.5K)
Filed 2026-11-05
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares17,100 from 17,458
Change-358 (-2%)
Value$13.0M (+$3.9K)
Filed 2026-10-22
Yacktman Asset Management LP
INCREASED
Shares17,035 from 3,558
Change+13,477 (+379%)
Value$13.0M (+$10.3M)
Filed 2026-11-02
Union Savings Bank
DECREASED
Shares16,991 from 17,504
Change-513 (-3%)
Value$13.0M (-$113.6K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
INCREASED
Shares16,985 from 16,956
Change+29 (+0%)
Value$13.0M (+$291.7K)
Filed 2026-10-16
International Private Wealth Advisors LLC
INCREASED
Shares16,981 from 15,488
Change+1,493 (+10%)
Value$13.0M (+$1.4M)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares16,977 from 16,953
Change+24 (+0%)
Value$12.9M (+$287.6K)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares16,960
Change+16,960
Value$12.9M
Filed 2026-10-19
CMG Global Holdings, LLC
INCREASED
Shares16,894 from 15,854
Change+1,040 (+7%)
Value$12.9M (+$1.0M)
Filed 2026-10-14
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares16,870 from 16,870
Change0 (0%)
Value$12.9M (+$272.1K)
Filed 2026-10-30
KG Capital Management
DECREASED
Shares16,850 from 17,075
Change-225 (-1%)
Value$12.9M (+$98.9K)
Filed 2026-10-15
Wernau Asset Management Inc.
DECREASED
Shares16,823 from 16,859
Change-36 (0%)
Value$12.8M (+$239.9K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares16,793 from 12,909
Change+3,884 (+30%)
Value$12.8M (+$3.0M)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares16,771 from 17,007
Change-236 (-1%)
Value$12.8M (+$89.8K)
Filed 2026-10-15
Weil Company, Inc.
DECREASED
Shares16,764 from 17,246
Change-482 (-3%)
Value$12.8M (-$93.4K)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
INCREASED
Shares16,708 from 15,297
Change+1,411 (+9%)
Value$12.7M (+$1.3M)
Filed 2026-10-30
Legacy Wealth Partners, LLC
INCREASED
Shares16,606 from 12,085
Change+4,521 (+37%)
Value$12.7M (+$3.6M)
Filed 2026-10-15
Orange Investment Advisors, Inc.
DECREASED
Shares16,577 from 17,847
Change-1,270 (-7%)
Value$12.6M (-$685.5K)
Filed 2026-10-23
Praxis Capital Management LLC
DECREASED
Shares16,450 from 53,910
Change-37,460 (-69%)
Value$12.5M (-$27.7M)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares16,403 from 16,875
Change-472 (-3%)
Value$12.5M (-$92.1K)
Filed 2026-10-20
Godsey & Gibb, Inc
DECREASED
Shares16,339 from 16,410
Change-71 (0%)
Value$12.5M (+$206.2K)
Filed 2026-10-14
Lewis Asset Management, LLC
DECREASED
Shares16,328 from 16,610
Change-282 (-2%)
Value$12.5M (+$79.5K)
Filed 2026-10-14
Northern Financial Advisors Inc
DECREASED
Shares16,303 from 17,225
Change-922 (-5%)
Value$12.4M (-$430.7K)
Filed 2026-10-29
Midwest Financial Network, LLC
DECREASED
Shares16,297 from 17,432
Change-1,135 (-7%)
Value$12.4M (-$589.3K)
Filed 2026-10-13
Darrow Company, Inc.
INCREASED
Shares16,285 from 15,830
Change+455 (+3%)
Value$12.4M (+$598.8K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares16,229 from 19,902
Change-3,673 (-18%)
Value$12.4M (-$2.5M)
Filed 2026-11-03
Virtus Wealth Solutions LLC
INCREASED
Shares16,112 from 15,691
Change+421 (+3%)
Value$12.3M (+$569.4K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
INCREASED
Shares16,102 from 6,554
Change+9,548 (+146%)
Value$12.1M (+$7.2M)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares16,089 from 18,695
Change-2,606 (-14%)
Value$12.3M (-$1.7M)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares16,051 from 28,168
Change-12,117 (-43%)
Value$12.3M (-$8.8M)
Filed 2026-10-23
J.Safra Asset Management Corp
DECREASED
Shares16,035 from 19,628
Change-3,593 (-18%)
Value$12.2M (-$2.4M)
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares15,993 from 13,528
Change+2,465 (+18%)
Value$12.2M (+$2.1M)
Filed 2026-10-16
Ayrshire Capital Management LLC
INCREASED
Shares15,988 from 14,938
Change+1,050 (+7%)
Value$12.2M (+$1.0M)
Filed 2026-10-20
Pittenger & Anderson Inc
DECREASED
Shares15,856 from 16,663
Change-807 (-5%)
Value$12.1M (-$351.2K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares15,853 from 16,222
Change-369 (-2%)
Value$12.1M (-$24.5K)
Filed 2026-10-20
Greenwood Gearhart LLC
DECREASED
Shares15,852 from 15,888
Change-36 (0%)
Value$12.1M (+$224.2K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares15,720 from 15,705
Change+15 (+0%)
Value$12.0M (+$260.5K)
Filed 2026-10-20
CGN Advisors LLC
DECREASED
Shares15,566 from 15,781
Change-215 (-1%)
Value$11.9M (+$86.0K)
Filed 2026-10-21
Iams Wealth Management, LLC
INCREASED
Shares15,557 from 15,461
Change+96 (+1%)
Value$11.9M (+$319.4K)
Filed 2026-10-15
Forum Financial Management, LP
INCREASED
Shares15,531 from 15,382
Change+149 (+1%)
Value$11.8M (+$357.7K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares15,487 from 15,615
Change-128 (-1%)
Value$11.8M (+$174.4K)
Filed 2026-11-03
Global Trust Asset Management, LLC
INCREASED
Shares15,440 from 15,032
Change+408 (+3%)
Value$11.8M (+$549.1K)
Filed 2026-10-19
Cove Private Wealth, LLC
INCREASED
Shares15,399 from 12,958
Change+2,441 (+19%)
Value$11.7M (+$2.1M)
Filed 2026-10-28
Sigma Investment Counselors Inc
DECREASED
Shares15,360 from 15,600
Change-240 (-2%)
Value$11.7M (+$64.5K)
Filed 2026-10-27
Abound Wealth Management
DECREASED
Shares15,306 from 15,868
Change-562 (-4%)
Value$11.7M (-$176.8K)
Filed 2026-10-26
GEM Asset Management, LLC
INCREASED
Shares15,245 from 15,188
Change+57 (+0%)
Value$11.6M (+$284.2K)
Filed 2026-10-13
Hourglass Capital, LLC
DECREASED
Shares15,125 from 17,372
Change-2,247 (-13%)
Value$11.5M (-$1.4M)
Filed 2026-10-26
ASL Financial, LLC
DECREASED
Shares15,115 from 15,172
Change-57 (0%)
Value$11.5M (+$197.1K)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares15,081 from 14,745
Change+336 (+2%)
Value$11.7M (+$723.5K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares15,080 from 15,530
Change-450 (-3%)
Value$11.5M (-$96.8K)
Filed 2026-10-19
Aspen Wealth Management LLC
INCREASED
Shares14,991 from 14,048
Change+943 (+7%)
Value$11.5M (+$942.0K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares14,968 from 14,805
Change+163 (+1%)
Value$11.4M (+$359.1K)
Filed 2026-10-14
Smith & Howard Wealth Management, LLC
INCREASED
Shares14,933 from 14,931
Change+2 (+0%)
Value$11.4M (+$238.3K)
Filed 2026-10-27
Equity Wealth Partners, LLC
DECREASED
Shares14,914 from 14,920
Change-6 (0%)
Value$11.4M (+$232.2K)
Filed 2026-10-26
Trust Co of Vermont
DECREASED
Shares14,911 from 15,026
Change-115 (-1%)
Value$11.4M (+$150.6K)
Filed 2026-10-21
Macroview Investment Management LLC
INCREASED
Shares14,846 from 14,277
Change+569 (+4%)
Value$11.3M (+$660.2K)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares14,839 from 14,303
Change+536 (+4%)
Value$11.3M (+$635.6K)
Filed 2026-10-22
Elyxium Wealth, LLC
INCREASED
Shares14,771 from 14,684
Change+87 (+1%)
Value$11.3M (+$299.1K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares14,741 from 14,859
Change-118 (-1%)
Value$11.2M (+$145.8K)
Filed 2026-10-14
TruNorth Capital Management, LLC
DECREASED
Shares14,591 from 14,659
Change-68 (0%)
Value$11.1M (+$181.1K)
Filed 2026-10-14
Surience Private Wealth LLC
INCREASED
Shares14,497 from 12,435
Change+2,062 (+17%)
Value$11.1M (+$1.8M)
Filed 2026-10-16
Warwick Investment Management, Inc.
DECREASED
Shares14,445 from 14,539
Change-94 (-1%)
Value$11.0M (+$158.9K)
Filed 2026-10-19
Canandaigua National Trust Co of Florida
NEW
Shares14,415
Change+14,415
Value$11.0M
Filed 2026-10-07
Pinnacle Financial Group, LLC / IL
DECREASED
Shares14,341 from 14,648
Change-307 (-2%)
Value$10.9M (-$1.5K)
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
INCREASED
Shares14,263 from 14,245
Change+18 (+0%)
Value$10.9M (+$239.4K)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED
Shares14,260 from 14,258
Change+2 (+0%)
Value$10.9M (+$210.7K)
Filed 2026-10-21
Van Cleef Asset Management,Inc
INCREASED
Shares14,256 from 14,216
Change+40 (+0%)
Value$10.9M (+$256.0K)
Filed 2026-10-20
Bridgelight Financial Advisors, Inc.
INCREASED
Shares14,199 from 13,643
Change+556 (+4%)
Value$10.8M (+$640.0K)
Filed 2026-10-20
Wealth Science Advisors LLC
NEW
Shares14,154
Change+14,154
Value$10.8M
Filed 2026-10-09
Vision Financial Markets LLC
DECREASED
Shares14,120 from 14,325
Change-205 (-1%)
Value$10.8M (+$74.6K)
Filed 2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED
Shares14,111 from 14,375
Change-264 (-2%)
Value$10.8M (+$26.7K)
Filed 2026-10-27
BAR Harbor Wealth Management
INCREASED
Shares14,072 from 14,062
Change+10 (+0%)
Value$10.7M (+$230.6K)
Filed 2026-10-21
Bank Pictet & Cie (Europe) AG
INCREASED
Shares14,062 from 11,757
Change+2,305 (+20%)
Value$10.7M (+$1.9M)
Filed 2026-10-20
Bfsg, LLC
INCREASED
Shares14,056 from 13,876
Change+180 (+1%)
Value$10.7M (+$357.4K)
Filed 2026-10-30
GenWealth Group, Inc.
DECREASED
Shares14,046 from 14,669
Change-623 (-4%)
Value$10.7M (-$242.5K)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares14,033 from 200
Change+13,833 (+6917%)
Value$10.7M (+$10.6M)
Filed 2026-10-16
Madison Park Capital Advisors, LLC
INCREASED
Shares13,999 from 13,068
Change+931 (+7%)
Value$10.7M (+$917.5K)
Filed 2026-10-28
Columbia Asset Management
INCREASED
Shares13,952 from 13,834
Change+118 (+1%)
Value$10.6M (+$308.9K)
Filed 2026-10-19
Corundum Group, Inc.
INCREASED
Shares13,929 from 12,537
Change+1,392 (+11%)
Value$10.6M (+$1.3M)
Filed 2026-10-28
Certified Advisory Corp
INCREASED
Shares13,915 from 12,749
Change+1,166 (+9%)
Value$10.6M (+$1.1M)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares13,842 from 14,586
Change-744 (-5%)
Value$10.6M (-$336.0K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares13,830 from 13,662
Change+168 (+1%)
Value$10.5M (+$344.8K)
Filed 2026-10-20
Beacon Advisors Holdings, LLC
DECREASED
Shares13,822 from 13,909
Change-87 (-1%)
Value$10.5M (+$153.9K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares13,798 from 12,914
Change+884 (+7%)
Value$10.5M (+$879.0K)
Filed 2026-10-13
Hedeker Wealth, LLC
DECREASED
Shares13,604 from 13,605
Change-1 (0%)
Value$10.4M (+$215.0K)
Filed 2026-10-23
Autumn Glory Partners, LLC
UNCHANGED
Shares13,589 from 13,589
Change0 (0%)
Value$10.4M (+$215.6K)
Filed 2026-10-26
RHL Group, LLC
INCREASED
Shares13,573 from 4,821
Change+8,752 (+182%)
Value$10.4M (+$6.8M)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares13,568 from 10,054
Change+3,514 (+35%)
Value$10.3M (+$2.8M)
Filed 2026-11-04
Michels Family Financial, LLC
DECREASED
Shares13,556 from 13,703
Change-147 (-1%)
Value$10.3M (+$105.2K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares13,443 from 14,167
Change-724 (-5%)
Value$10.3M (-$327.3K)
Filed 2026-10-15
Frisco Financial Planning LLC
DECREASED
Shares13,402 from 13,650
Change-248 (-2%)
Value$10.2M (+$26.8K)
Filed 2026-10-05
Bedminster, LLC
DECREASED
Shares13,398 from 13,436
Change-38 (0%)
Value$10.2M (+$184.1K)
Filed 2026-11-04
Madrid Financial Services
INCREASED
Shares13,392 from 13,369
Change+23 (+0%)
Value$10.2M (+$228.9K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares13,385 from 13,247
Change+138 (+1%)
Value$10.2M (+$315.0K)
Filed 2026-10-21
Cypress Capital, LLC
INCREASED
Shares13,353 from 13,308
Change+45 (+0%)
Value$10.2M (+$245.5K)
Filed 2026-10-20
Kaizen Financial Strategies
DECREASED
Shares13,352 from 19,616
Change-6,264 (-32%)
Value$10.2M (-$4.4M)
Filed 2026-10-09
St. Johns Investment Management Company, LLC
DECREASED
Shares13,305 from 15,315
Change-2,010 (-13%)
Value$10.1M (-$1.3M)
Filed 2026-10-30
Goelzer Investment Management, Inc.
DECREASED
Shares13,290 from 14,827
Change-1,537 (-10%)
Value$10.1M (-$937.4K)
Filed 2026-10-16
Ignite Planners, LLC
DECREASED
Shares13,089 from 13,272
Change-183 (-1%)
Value$10.0M (+$69.6K)
Filed 2026-10-14
Daiwa Securities Group Inc.
INCREASED
Shares13,000 from 2,000
Change+11,000 (+550%)
Value$9.9M (+$8.4M)
Filed 2026-10-29
Industrial Alliance Investment Management Inc.
DECREASED
Shares13,000 from 14,237
Change-1,237 (-9%)
Value$9.9K (-$10.6M)
Filed 2026-10-29
Petros Family Wealth, LLC
INCREASED
Shares12,981 from 12,662
Change+319 (+3%)
Value$9.9M (+$444.0K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares12,978 from 12,112
Change+866 (+7%)
Value$9.9M (+$852.5K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares12,977 from 12,466
Change+511 (+4%)
Value$9.9M (+$587.4K)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares12,968 from 12,884
Change+84 (+1%)
Value$9.9M (+$268.1K)
Filed 2026-11-04
waypoint wealth counsel
UNCHANGED
Shares12,938 from 12,938
Change0 (0%)
Value$9.9M (+$205.4K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
DECREASED
Shares12,923 from 12,975
Change-52 (0%)
Value$9.9M (+$165.6K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares12,907 from 12,900
Change+7 (+0%)
Value$9.8M (+$210.0K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED
Shares12,900 from 12,630
Change+270 (+2%)
Value$9.8M (+$406.4K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
INCREASED
Shares12,850 from 12,691
Change+159 (+1%)
Value$9.8M (+$322.5K)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares12,829 from 2,498
Change+10,331 (+414%)
Value$9.8M (+$7.9M)
Filed 2026-11-04
Balefire, LLC
DECREASED
Shares12,787 from 15,785
Change-2,998 (-19%)
Value$9.8M (-$2.0M)
Filed 2026-10-09
Carret Asset Management, LLC
DECREASED
Shares12,770 from 13,159
Change-389 (-3%)
Value$9.7M (-$87.7K)
Filed 2026-11-04
WBH Advisory Inc
DECREASED
Shares12,759 from 12,822
Change-63 (0%)
Value$9.7M (+$155.1K)
Filed 2026-11-05
High Probability Advisors, LLC
UNCHANGED
Shares12,724 from 12,724
Change0 (0%)
Value$9.7M (+$201.8K)
Filed 2026-10-19
First City Capital Management, Inc.
DECREASED
Shares12,650 from 12,713
Change-63 (0%)
Value$9.6M (+$153.6K)
Filed 2026-10-27
NBT Bank, N.A.
DECREASED
Shares12,649 from 13,145
Change-496 (-4%)
Value$9.6M (-$170.2K)
Filed 2026-10-21
One Day In July LLC
INCREASED
Shares12,639 from 12,545
Change+94 (+1%)
Value$9.6M (+$270.6K)
Filed 2026-10-30
Montis Financial, LLC
DECREASED
Shares12,636 from 12,666
Change-30 (0%)
Value$9.6M (+$178.7K)
Filed 2026-11-04
Naples Global Advisors, LLC
INCREASED
Shares12,623 from 12,436
Change+187 (+2%)
Value$9.7M (+$340.3K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
DECREASED
Shares12,602 from 12,623
Change-21 (0%)
Value$9.6M (+$184.4K)
Filed 2026-10-15
Herbst Group, LLC
DECREASED
Shares12,567 from 13,015
Change-448 (-3%)
Value$9.6M (-$135.6K)
Filed 2026-10-20
WestEnd Advisors, LLC
DECREASED
Shares12,526 from 30,214
Change-17,688 (-59%)
Value$9.6M (-$13.0M)
Filed 2026-10-27
West Bancorporation Inc
DECREASED
Shares12,453 from 12,676
Change-223 (-2%)
Value$9.5M (+$31.0K)
Filed 2026-10-29
Burns J W & Co Inc
DECREASED
Shares12,432 from 12,537
Change-105 (-1%)
Value$9.5M (+$119.0K)
Filed 2026-10-20
Washington Capital Management, Inc
DECREASED
Shares12,426 from 13,651
Change-1,225 (-9%)
Value$9.5M (-$717.7K)
Filed 2026-10-19
Successful Portfolios LLC
INCREASED
Shares12,412 from 12,403
Change+9 (+0%)
Value$9.6M (+$262.8K)
Filed 2026-10-09
Ascent Wealth Partners, LLC
DECREASED
Shares12,398 from 14,094
Change-1,696 (-12%)
Value$9.5M (-$1.1M)
Filed 2026-10-23
Covenant Asset Management, LLC
DECREASED
Shares12,392 from 12,690
Change-298 (-2%)
Value$9.5M (-$26.0K)
Filed 2026-10-14
Capital Wealth Management, LLC
DECREASED
Shares12,319 from 12,508
Change-189 (-2%)
Value$9.4M (+$54.3K)
Filed 2026-10-27
Kanawha Capital Management LLC
DECREASED
Shares12,288 from 12,344
Change-56 (0%)
Value$9.4M (+$152.8K)
Filed 2026-10-19
Redwood Park Advisors LLC
DECREASED
Shares12,267 from 12,461
Change-194 (-2%)
Value$9.4M (+$49.7K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares12,216 from 12,152
Change+64 (+1%)
Value$9.3M (+$241.3K)
Filed 2026-10-22
Iron Financial LLC
INCREASED
Shares12,211 from 12,191
Change+20 (+0%)
Value$9.3M (+$208.8K)
Filed 2026-10-23
Jackson Square Capital, LLC
INCREASED
Shares12,152 from 12,118
Change+34 (+0%)
Value$9.3M (+$218.3K)
Filed 2026-10-19
Collective Family Office LLC
DECREASED
Shares12,043 from 12,432
Change-389 (-3%)
Value$9.2M (-$99.5K)
Filed 2026-10-05
NWF Advisory Services Inc.
INCREASED
Shares12,040 from 10,860
Change+1,180 (+11%)
Value$9.2M (+$1.1M)
Filed 2026-10-19
Morton Capital Management LLC
DECREASED
Shares12,032 from 12,336
Change-304 (-2%)
Value$9.2M (-$36.4K)
Filed 2026-10-23
Old Second National Bank of Aurora
DECREASED
Shares12,027 from 12,200
Change-173 (-1%)
Value$9.2M (+$61.6K)
Filed 2026-10-22
Lexington Hill Partners, LLC
INCREASED
Shares11,964 from 11,684
Change+280 (+2%)
Value$9.1M (+$399.1K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
INCREASED
Shares11,956 from 11,909
Change+47 (+0%)
Value$9.1M (+$225.0K)
Filed 2026-10-30
First American Bank
DECREASED
Shares11,938 from 14,453
Change-2,515 (-17%)
Value$9.1M (-$1.7M)
Filed 2026-10-27
Guardian Partners Inc.
UNCHANGED
Shares11,910 from 11,910
Change0 (0%)
Value$9.1M (+$188.9K)
Filed 2026-10-21
Intrua Financial, LLC
INCREASED
Shares11,909 from 11,773
Change+136 (+1%)
Value$9.1M (+$290.5K)
Filed 2026-10-28
Sage Capital Management, LLC
INCREASED
Shares11,905 from 11,867
Change+38 (+0%)
Value$9.1M (+$218.5K)
Filed 2026-10-20
OmniStar Financial Group, Inc.
DECREASED
Shares11,891 from 12,173
Change-282 (-2%)
Value$9.1M (-$22.7K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares11,870 from 12,221
Change-351 (-3%)
Value$9.1M (-$73.9K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares11,825 from 2,345
Change+9,480 (+404%)
Value$9.0M (+$7.3M)
Filed 2026-10-29
DBK Financial Counsel, LLC
DECREASED
Shares11,805 from 11,829
Change-24 (0%)
Value$9.0M (+$169.4K)
Filed 2026-10-13
Paragon Capital Management Ltd
DECREASED
Shares11,761 from 12,067
Change-306 (-3%)
Value$9.0M (-$43.0K)
Filed 2026-10-09
Genesee Capital Advisors, LLC
DECREASED
Shares11,737 from 12,604
Change-867 (-7%)
Value$9.0M (-$461.4K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
DECREASED
Shares11,690 from 11,871
Change-181 (-2%)
Value$8.9M (+$50.0K)
Filed 2026-10-14
Cornerstone Enterprises, LLC
INCREASED
Shares11,679 from 660
Change+11,019 (+1670%)
Value$8.9M (+$8.4M)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
INCREASED
Shares11,635 from 11,607
Change+28 (+0%)
Value$8.9M (+$205.4K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares11,581 from 14,244
Change-2,663 (-19%)
Value$8.8M (-$1.8M)
Filed 2026-11-03
Abner Herrman & Brock LLC
DECREASED
Shares11,516 from 11,874
Change-358 (-3%)
Value$8.8K (-$85)
Filed 2026-10-20
Sitrin Capital Management LLC
DECREASED
Shares11,369 from 11,555
Change-186 (-2%)
Value$8.7M (+$40.5K)
Filed 2026-10-19
Rossby Financial, LCC
DECREASED
Shares11,346 from 11,454
Change-108 (-1%)
Value$8.7M (+$99.4K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11,345 from 11,904
Change-559 (-5%)
Value$8.7M (-$237.0K)
Filed 2026-10-27
Colony Family Offices, LLC
INCREASED
Shares11,343 from 11,091
Change+252 (+2%)
Value$8.7M (+$368.7K)
Filed 2026-10-22
Strategic Equity Management
DECREASED
Shares11,239 from 32,397
Change-21,158 (-65%)
Value$8.6M (-$15.6M)
Filed 2026-11-04
Stronghold Wealth Management L.L.C.
DECREASED
Shares11,188 from 11,561
Change-373 (-3%)
Value$8.5M (-$101.1K)
Filed 2026-10-16
Market Street Wealth Management Advisors LLC
DECREASED
Shares11,173 from 11,180
Change-7 (0%)
Value$8.5M (+$172.0K)
Filed 2026-10-09
Blue Fin Capital, Inc.
INCREASED
Shares11,147 from 11,086
Change+61 (+1%)
Value$8.5M (+$222.3K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
DECREASED
Shares11,120 from 11,184
Change-64 (-1%)
Value$8.5M (+$128.6K)
Filed 2026-10-23
Founders Capital Management
INCREASED
Shares11,082 from 10,604
Change+478 (+5%)
Value$8.5M (+$532.6K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
INCREASED
Shares11,058 from 11,052
Change+6 (+0%)
Value$8.4K (-$8.2M)
Filed 2026-10-21
Seelaus Asset Management LLC
INCREASED
Shares11,053 from 10,704
Change+349 (+3%)
Value$8.3M (+$296.7K)
Filed 2026-10-14
Linscomb Wealth, Inc.
DECREASED
Shares11,044 from 11,264
Change-220 (-2%)
Value$8.4M (+$10.9K)
Filed 2026-11-05
Well Done, LLC
INCREASED
Shares11,019 from 10,925
Change+94 (+1%)
Value$8.4M (+$245.1K)
Filed 2026-10-20
Intact Investment Management Inc.
UNCHANGED
Shares10,985 from 10,985
Change0 (0%)
Value$8.4M (+$174.2K)
Filed 2026-11-03
Selby Wealth Management, LLC
INCREASED
Shares10,980 from 10,959
Change+21 (+0%)
Value$8.4M (+$189.4K)
Filed 2026-10-16
Seven Mile Advisory
UNCHANGED
Shares10,880 from 10,880
Change0 (0%)
Value$8.3M (+$151.9K)
Filed 2026-10-22
Cordatus Wealth Management LLC
DECREASED
Shares10,868 from 14,969
Change-4,101 (-27%)
Value$8.3M (-$2.9M)
Filed 2026-10-19
Asset Dedication, LLC
INCREASED
Shares10,847 from 10,286
Change+561 (+5%)
Value$8.3M (+$591.1K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares10,842 from 11,195
Change-353 (-3%)
Value$8.3M (-$91.4K)
Filed 2026-10-27
Avity Investment Management Inc.
DECREASED
Shares10,814 from 11,049
Change-235 (-2%)
Value$8.2M (-$3.9K)
Filed 2026-10-09
Tandem Investment Partners LLC
DECREASED
Shares10,798 from 11,028
Change-230 (-2%)
Value$8.2M (-$501)
Filed 2026-10-16
Marks Group Wealth Management, Inc
INCREASED
Shares10,777 from 8,794
Change+1,983 (+23%)
Value$8.2M (+$1.7M)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares10,763 from 25,200
Change-14,437 (-57%)
Value$8.2M (-$10.6M)
Filed 2026-10-14
1900 Wealth Management LLC
INCREASED
Shares10,750 from 10,746
Change+4 (+0%)
Value$8.2M (+$173.4K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares10,745 from 10,800
Change-55 (-1%)
Value$8.2M (-$92.5K)
Filed 2026-10-30
MinichMacGregor Wealth Management, LLC
INCREASED
Shares10,729 from 10,650
Change+79 (+1%)
Value$8.2M (+$229.2K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares10,727 from 12,658
Change-1,931 (-15%)
Value$8.2M (-$1.3M)
Filed 2026-10-16
Cannon Advisors, Inc.
DECREASED
Shares10,707 from 11,843
Change-1,136 (-10%)
Value$8.3M (-$573.8K)
Filed 2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares10,698 from 10,415
Change+283 (+3%)
Value$8.2K (-$7.8M)
Filed 2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED
Shares10,653 from 10,653
Change0 (0%)
Value$8.1M (+$169.0K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
DECREASED
Shares10,651 from 10,701
Change-50 (0%)
Value$8.1M (+$131.3K)
Filed 2026-10-26
Maseco LLP
DECREASED
Shares10,571 from 10,943
Change-372 (-3%)
Value$8.1M (-$108.4K)
Filed 2026-10-27
Lynx Investment Advisory
INCREASED
Shares10,521 from 10,121
Change+400 (+4%)
Value$8.0M (+$465.6K)
Filed 2026-10-27
Guidance Point Advisors, LLC
DECREASED
Shares10,518 from 10,738
Change-220 (-2%)
Value$8.0M (+$4.1K)
Filed 2026-10-15
LCW Services, LLC
INCREASED
Shares10,494 from 10,358
Change+136 (+1%)
Value$8.0M (+$268.0K)
Filed 2026-10-21
Piedmont Capital Management, LLC
DECREASED
Shares10,478 from 10,503
Change-25 (0%)
Value$8.0M (+$147.5K)
Filed 2026-10-21
Oliver Luxxe Assets LLC
INCREASED
Shares10,465 from 10,257
Change+208 (+2%)
Value$8.0M (+$320.9K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
DECREASED
Shares10,449 from 10,682
Change-233 (-2%)
Value$8.0K (-$8.0M)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares10,437 from 9,735
Change+702 (+7%)
Value$8.0M (+$689.7K)
Filed 2026-10-15
Shoker Investment Counsel, Inc.
DECREASED
Shares10,403 from 10,517
Change-114 (-1%)
Value$7.9M (+$79.6K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares10,382 from 10,941
Change-559 (-5%)
Value$8.0M (-$167.7K)
Filed 2026-10-21
Balentine LLC
INCREASED
Shares10,371 from 9,928
Change+443 (+4%)
Value$7.9M (+$495.3K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares10,361 from 11,687
Change-1,326 (-11%)
Value$7.9M (-$826.1K)
Filed 2026-10-15
Old Mission Investment Co LLC
INCREASED
Shares10,324 from 10,321
Change+3 (+0%)
Value$7.9M (+$165.7K)
Filed 2026-10-22
Strategy Asset Managers LLC
INCREASED
Shares10,320 from 10,069
Change+251 (+2%)
Value$7.9M (+$351.8K)
Filed 2026-10-14
JGP Global Gestao de Recursos Ltda.
UNCHANGED
Shares10,290 from 10,290
Change0 (0%)
Value$7.8M (+$163.2K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED
Shares10,270 from 10,732
Change-462 (-4%)
Value$7.8M (-$182.3K)
Filed 2026-11-04
Cypress Financial Planning LLC
DECREASED
Shares10,252 from 11,207
Change-955 (-9%)
Value$7.8M (-$550.9K)
Filed 2026-10-09
Sharper & Granite LLC
INCREASED
Shares10,248 from 5,058
Change+5,190 (+103%)
Value$6.7M (+$2.9M)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares10,204 from 10,618
Change-414 (-4%)
Value$7.8M (-$147.4K)
Filed 2026-10-30
My Personal CFO, LLC
INCREASED
Shares10,164 from 10,008
Change+156 (+2%)
Value$7.8M (+$277.2K)
Filed 2026-10-14
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares10,163 from 10,577
Change-414 (-4%)
Value$7.8M (-$148.5K)
Filed 2026-10-19
TL Private Wealth
DECREASED
Shares10,140 from 10,263
Change-123 (-1%)
Value$7.9M (+$216.1K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares10,132 from 6,147
Change+3,985 (+65%)
Value$7.7M (+$3.1M)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares10,124 from 10,202
Change-78 (-1%)
Value$7.7M (+$102.3K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
INCREASED
Shares10,091 from 4,861
Change+5,230 (+108%)
Value$7.7M (+$4.1M)
Filed 2026-10-14
Traynor Capital Management, Inc.
DECREASED
Shares10,055 from 10,308
Change-253 (-2%)
Value$7.7M (-$29.6K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
DECREASED
Shares10,019 from 10,228
Change-209 (-2%)
Value$7.6M (+$2.6K)
Filed 2026-11-02
HCR Wealth Advisors
INCREASED
Shares9,856 from 9,561
Change+295 (+3%)
Value$7.5M (+$376.3K)
Filed 2026-10-15
Barrett & Company, Inc.
DECREASED
Shares9,790 from 9,964
Change-174 (-2%)
Value$7.5M (+$24.8K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares9,787 from 9,435
Change+352 (+4%)
Value$7.5M (+$418.1K)
Filed 2026-10-08
Dale Q Rice Investment Management Ltd
DECREASED
Shares9,734 from 9,772
Change-38 (0%)
Value$7.4M (+$126.3K)
Filed 2026-10-09
Rossmore Private Capital
INCREASED
Shares9,708 from 9,036
Change+672 (+7%)
Value$7.4M (+$655.6K)
Filed 2026-10-27
DBA Trading, LLC
INCREASED
Shares9,700 from 2,000
Change+7,700 (+385%)
Value$7.4M (+$6.1M)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares9,664 from 9,042
Change+622 (+7%)
Value$7.4M (+$617.2K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares9,657 from 9,677
Change-20 (0%)
Value$7.4M (+$138.6K)
Filed 2026-10-19
Fusion Family Wealth, LLC
INCREASED
Shares9,639 from 9,637
Change+2 (+0%)
Value$7.4M (+$154.0K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
INCREASED
Shares9,610 from 9,566
Change+44 (+0%)
Value$7.3M (+$185.7K)
Filed 2026-11-05
BlueSky Wealth Advisors, LLC
INCREASED
Shares9,596 from 9,588
Change+8 (+0%)
Value$7.3M (+$158.2K)
Filed 2026-10-29
Asset Advisory Group, Inc.
DECREASED
Shares9,589 from 9,740
Change-151 (-2%)
Value$7.3M (+$38.8K)
Filed 2026-10-20
Colorado Capital Management, Inc.
DECREASED
Shares9,571 from 10,547
Change-976 (-9%)
Value$7.3K (-$577)
Filed 2026-10-15
Iowa State Bank
DECREASED
Shares9,569 from 9,819
Change-250 (-3%)
Value$7.3M (-$34.9K)
Filed 2026-10-06
Indivisible Partners
INCREASED
Shares9,555 from 6,707
Change+2,848 (+42%)
Value$7.3M (+$2.3M)
Filed 2026-10-26
Hohimer Wealth Management, LLC
DECREASED
Shares9,533 from 9,931
Change-398 (-4%)
Value$7.3M (-$146.2K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares9,512 from 10,173
Change-661 (-6%)
Value$7.3M (-$342.8K)
Filed 2026-10-06
Latitude Advisors, LLC
DECREASED
Shares9,511 from 9,731
Change-220 (-2%)
Value$7.3M (-$13.6K)
Filed 2026-10-27
Maple Capital Management, Inc.
DECREASED
Shares9,503 from 9,578
Change-75 (-1%)
Value$7.2M (+$94.5K)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares9,500 from 9,495
Change+5 (+0%)
Value$7.2M (+$154.5K)
Filed 2026-10-15
Allegheny Financial Group
INCREASED
Shares9,488 from 9,430
Change+58 (+1%)
Value$7.2M (+$193.9K)
Filed 2026-11-05
Camelot Technology Advisors, Inc.
INCREASED
Shares9,480 from 9,326
Change+154 (+2%)
Value$7.2M (+$265.5K)
Filed 2026-10-09
Patten Group, Inc.
DECREASED
Shares9,460 from 10,223
Change-763 (-7%)
Value$7.2M (-$419.7K)
Filed 2026-10-26
GSG Advisors LLC
INCREASED
Shares9,444 from 9,433
Change+11 (+0%)
Value$7.2M (+$158.2K)
Filed 2026-11-03
Fogel Capital Management, Inc.
DECREASED
Shares9,428 from 9,453
Change-25 (0%)
Value$7.2M (+$131.1K)
Filed 2026-11-04
TrustBank
INCREASED
Shares9,427 from 8,016
Change+1,411 (+18%)
Value$7.2M (+$1.2M)
Filed 2026-10-20
Legacy Wealth Management, LLC
DECREASED
Shares9,419 from 9,742
Change-323 (-3%)
Value$7.2M (-$91.8K)
Filed 2026-10-22
Orca Investment Management, LLC
DECREASED
Shares9,303 from 9,437
Change-134 (-1%)
Value$7.1M (+$47.5K)
Filed 2026-10-29
Nautilus Advisors LLC
DECREASED
Shares9,293 from 9,315
Change-22 (0%)
Value$7.1M (+$54.7K)
Filed 2026-10-07
Defined Wealth Management, LLC
DECREASED
Shares9,278 from 9,285
Change-7 (0%)
Value$7.1M (+$142.3K)
Filed 2026-10-19
Cardinal Point Capital Management ULC
INCREASED
Shares9,265 from 6,847
Change+2,418 (+35%)
Value$7.1M (+$1.9M)
Filed 2026-10-21
Sky Investment Group LLC
INCREASED
Shares9,264 from 5,808
Change+3,456 (+60%)
Value$7.1M (+$2.7M)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
INCREASED
Shares9,238 from 6,957
Change+2,281 (+33%)
Value$7.0M (+$1.8M)
Filed 2026-11-02
Ndwm LLC
DECREASED
Shares9,225 from 9,264
Change-39 (0%)
Value$7.0M (+$117.0K)
Filed 2026-11-05
Weaver Capital Management LLC
DECREASED
Shares9,196 from 9,754
Change-558 (-6%)
Value$7.0M (+$669.7K)
Filed 2026-10-15
Peoples Bank
DECREASED
Shares9,145 from 10,117
Change-972 (-10%)
Value$7.0M (-$580.8K)
Filed 2026-10-26
Arkansas Financial Group, Inc.
DECREASED
Shares9,090 from 9,232
Change-142 (-2%)
Value$6.9M (+$38.1K)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares9,089 from 8,676
Change+413 (+5%)
Value$6.9M (+$452.7K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
DECREASED
Shares9,055 from 9,286
Change-231 (-2%)
Value$6.9M (-$29.1K)
Filed 2026-10-23
Kearns & Associates LLC
UNCHANGED
Shares9,029 from 9,029
Change0 (0%)
Value$6.9M (+$143.2K)
Filed 2026-10-09
RED Cedar Investment Management, LLC
UNCHANGED
Shares9,025 from 9,025
Change0 (0%)
Value$6.9M (+$143.1K)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED
Shares8,978 from 8,502
Change+476 (+6%)
Value$6.8M (+$497.7K)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares8,943 from 8,939
Change+4 (+0%)
Value$6.8M (+$144.9K)
Filed 2026-10-08
American Institute for Advanced Investment Management, LLP
DECREASED
Shares8,904 from 9,263
Change-359 (-4%)
Value$6.8M (-$126.9K)
Filed 2026-11-03
Private Client Services, LLC
DECREASED
Shares8,899 from 11,934
Change-3,035 (-25%)
Value$6.8M (-$2.1M)
Filed 2026-10-02
Veracity Capital LLC
INCREASED
Shares8,872 from 8,787
Change+85 (+1%)
Value$6.8M (+$203.7K)
Filed 2026-10-08
Orin Green Financial, LLC
DECREASED
Shares8,871 from 8,968
Change-97 (-1%)
Value$6.8M (+$68.3K)
Filed 2026-10-19
Abacus Wealth Partners, LLC
DECREASED
Shares8,869 from 9,122
Change-253 (-3%)
Value$6.8M (-$48.3K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares8,865 from 8,843
Change+22 (+0%)
Value$6.8M (+$157.0K)
Filed 2026-10-28
American National Bank & Trust
INCREASED
Shares8,838 from 8,748
Change+90 (+1%)
Value$6.7M (+$207.4K)
Filed 2026-10-07
KFA Private Wealth Group, LLC
DECREASED
Shares8,828 from 8,862
Change-34 (0%)
Value$6.7M (+$114.4K)
Filed 2026-10-07
S.A. Mason LLC
UNCHANGED
Shares8,826 from 8,826
Change0 (0%)
Value$6.7M (+$140.0K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
INCREASED
Shares8,817 from 8,742
Change+75 (+1%)
Value$6.7M (+$195.8K)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares8,724 from 5,808
Change+2,916 (+50%)
Value$6.7M (+$2.3M)
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED
Shares8,722 from 7,109
Change+1,613 (+23%)
Value$6.7M (+$1.3M)
Filed 2026-11-03
Woodstock Corp
DECREASED
Shares8,707 from 9,060
Change-353 (-4%)
Value$6.6M (-$125.2K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares8,678 from 8,886
Change-208 (-2%)
Value$6.6M (-$17.5K)
Filed 2026-11-02
Curry Webb Wealth Management LLC
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$6.5M ($0)
Filed 2026-10-22
Legacy Financial Strategies, LLC
INCREASED
Shares8,619 from 8,552
Change+67 (+1%)
Value$6.6M (+$186.8K)
Filed 2026-10-15
Abel Hall, LLC
UNCHANGED
Shares8,614 from 8,614
Change0 (0%)
Value$6.6M (+$136.6K)
Filed 2026-10-19
Retireful, LLC
INCREASED
Shares8,596 from 7,984
Change+612 (+8%)
Value$6.6M (+$593.4K)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,564 from 12,506
Change-3,942 (-32%)
Value$6.5M (-$2.8M)
Filed 2026-10-05
Cape Investment Advisory, Inc.
INCREASED
Shares8,551 from 8,508
Change+43 (+1%)
Value$6.5M (+$168.2K)
Filed 2026-10-13
Levin Capital Strategies, L.P.
DECREASED
Shares8,544 from 9,058
Change-514 (-6%)
Value$6.5M (-$248.2K)
Filed 2026-11-02
Black Diamond Financial, LLC
DECREASED
Shares8,534 from 8,548
Change-14 (0%)
Value$6.5M (+$124.9K)
Filed 2026-10-26
Horizon Wealth Management, LLC
INCREASED
Shares8,482 from 6,343
Change+2,139 (+34%)
Value$6.5M (+$1.7M)
Filed 2026-11-02
Breakwater Investment Management
DECREASED
Shares8,474 from 8,632
Change-158 (-2%)
Value$6.5M (+$16.1K)
Filed 2026-10-20
Baron Wealth Management LLC
INCREASED
Shares8,473 from 8,466
Change+7 (+0%)
Value$6.5M (+$140.0K)
Filed 2026-10-27
Elco Management Co., LLC
INCREASED
Shares8,466 from 7,854
Change+612 (+8%)
Value$6.5M (+$591.7K)
Filed 2026-10-14
AXS Investments LLC
INCREASED
Shares8,421 from 7,711
Change+710 (+9%)
Value$6.4M (+$663.8K)
Filed 2026-11-04
Partners Wealth Management, LLC
INCREASED
Shares8,393 from 642
Change+7,751 (+1207%)
Value$6.4M (+$5.9M)
Filed 2026-10-28
Central Valley Advisors, LLC
INCREASED
Shares8,355 from 8,322
Change+33 (+0%)
Value$6.4M (+$156.9K)
Filed 2026-10-27
W Advisors, LLC
DECREASED
Shares8,355 from 8,370
Change-15 (0%)
Value$6.4M (+$122.1K)
Filed 2026-11-02
15 Wealth Advisors LLC
NEW
Shares8,348
Change+8,348
Value$6.4M
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares8,338 from 8,257
Change+81 (+1%)
Value$6.4M (+$192.5K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
DECREASED
Shares8,299 from 8,922
Change-623 (-7%)
Value$6.5M (-$188.0K)
Filed 2026-10-09
Waycross Investment Management Co
INCREASED
Shares8,280 from 8,247
Change+33 (+0%)
Value$6.3M (+$156.1K)
Filed 2026-10-14
Baker Boyer National Bank
UNCHANGED
Shares8,259 from 8,259
Change0 (0%)
Value$6.3M (+$131.0K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares8,247 from 8,466
Change-219 (-3%)
Value$6.3M (-$32.3K)
Filed 2026-11-04
Trust Co
DECREASED
Shares8,202 from 8,320
Change-118 (-1%)
Value$6.3M (+$42.0K)
Filed 2026-10-09
Essex Bank
INCREASED
Shares8,189 from 7,308
Change+881 (+12%)
Value$6.2M (+$787.8K)
Filed 2026-10-16
Northeast Investment Management
DECREASED
Shares8,183 from 8,326
Change-143 (-2%)
Value$6.2M (+$23.0K)
Filed 2026-10-30
Capital Asset Advisory Services LLC
DECREASED
Shares8,179 from 10,872
Change-2,693 (-25%)
Value$6.2M (-$1.9M)
Filed 2026-10-30
Leverty Financial Group, LLC
DECREASED
Shares8,166 from 8,340
Change-174 (-2%)
Value$6.2M (-$425)
Filed 2026-10-08
Luminvest Wealth Management LLC
INCREASED
Shares8,145 from 8,138
Change+7 (+0%)
Value$6.2M (+$180.4K)
Filed 2026-10-14
Quartz Partners, LLC
DECREASED
Shares8,142 from 8,681
Change-539 (-6%)
Value$6.2M (-$273.3K)
Filed 2026-11-03
Heritage Investment Group, Inc.
DECREASED
Shares8,133 from 8,158
Change-25 (0%)
Value$6.2M (+$110.3K)
Filed 2026-11-03
Kerusso Capital Management LLC
UNCHANGED
Shares8,116 from 8,116
Change0 (0%)
Value$6.2M (+$128.7K)
Filed 2026-10-27
Cherrydale Wealth Management, LLC
DECREASED
Shares8,098 from 8,207
Change-109 (-1%)
Value$6.2M (+$47.0K)
Filed 2026-10-20
Atlas Brown,Inc.
DECREASED
Shares8,085 from 8,316
Change-231 (-3%)
Value$6.2M (-$44.0K)
Filed 2026-10-09
Stonebridge Financial Group, LLC
DECREASED
Shares8,054 from 8,073
Change-19 (0%)
Value$6.1M (+$113.3K)
Filed 2026-10-01
Parsons Capital Management Inc
INCREASED
Shares8,052 from 7,345
Change+707 (+10%)
Value$6.1M (+$654.9K)
Filed 2026-10-28
MTM Investment Management, LLC
INCREASED
Shares8,009 from 7,948
Change+61 (+1%)
Value$6.1M (+$172.5K)
Filed 2026-10-30
Marin Bay Wealth Advisors, LLC
INCREASED
Shares8,006 from 7,928
Change+78 (+1%)
Value$6.1M (+$185.1K)
Filed 2026-10-28
Sonata Capital Group Inc
INCREASED
Shares7,999 from 7,644
Change+355 (+5%)
Value$6.1M (+$391.3K)
Filed 2026-10-19
Quantum Financial Partners LLC
INCREASED
Shares7,980 from 7,431
Change+549 (+7%)
Value$6.1M (+$536.2K)
Filed 2026-10-19
Cohen Capital Management, Inc.
INCREASED
Shares7,939 from 7,938
Change+1 (+0%)
Value$6.1M (+$127.3K)
Filed 2026-10-14
XML Financial, LLC
DECREASED
Shares7,927 from 8,396
Change-469 (-6%)
Value$6.0M (-$225.1K)
Filed 2026-10-29
Confluence Investment Management LLC
DECREASED
Shares7,922 from 8,922
Change-1,000 (-11%)
Value$6.0M (-$621.1K)
Filed 2026-10-01
Visionary Wealth Advisors
DECREASED
Shares7,879 from 8,308
Change-429 (-5%)
Value$6.0M (-$195.4K)
Filed 2026-11-04
Absolute Capital Management, LLC
DECREASED
Shares7,872 from 8,319
Change-447 (-5%)
Value$6.0M (-$209.5K)
Filed 2026-10-16
Pines Wealth Management, LLC
DECREASED
Shares7,855 from 7,956
Change-101 (-1%)
Value$6.0M (+$49.2K)
Filed 2026-10-21
Veltria Advisors Corp.
INCREASED
Shares7,840 from 7,347
Change+493 (+7%)
Value$6.0M (+$492.5K)
Filed 2026-11-05
Turner Capital Investments, LLC
NEW
Shares7,837
Change+7,837
Value$6.0M
Filed 2026-10-09
Tower View Wealth Management LLC
DECREASED
Shares7,832 from 7,915
Change-83 (-1%)
Value$6.0M (+$62.0K)
Filed 2026-10-23
Gratus Wealth Advisors, LLC
UNCHANGED
Shares7,821 from 7,821
Change0 (0%)
Value$6.0M (+$124.0K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares7,809
Change+7,809
Value$6.0M
Filed 2026-11-04
Tompkins Financial Corp
INCREASED
Shares7,805 from 7,526
Change+279 (+4%)
Value$6.0M (+$332.1K)
Filed 2026-10-05
Invenio Wealth Partners LLC
DECREASED
Shares7,776 from 7,925
Change-149 (-2%)
Value$5.9M (+$12.1K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares7,769 from 7,929
Change-160 (-2%)
Value$5.9M (+$3.9K)
Filed 2026-10-14
Stairway Partners, LLC
UNCHANGED
Shares7,762 from 7,762
Change0 (0%)
Value$5.9M (+$123.1K)
Filed 2026-10-02
Fell Capital Management
DECREASED
Shares7,748 from 7,952
Change-204 (-3%)
Value$5.9M (-$29.5K)
Filed 2026-10-09
Providence First Trust Co
DECREASED
Shares7,746 from 8,080
Change-334 (-4%)
Value$5.9M (-$126.6K)
Filed 2026-11-02
Clientfirst Wealth Management, LLC
DECREASED
Shares7,725 from 7,950
Change-225 (-3%)
Value$5.9M (-$45.5K)
Filed 2026-11-04
Marietta Wealth Management, LLC
DECREASED
Shares7,715 from 8,619
Change-904 (-10%)
Value$5.9M (-$498.9K)
Filed 2026-10-22
Greenspring Advisors, LLC
DECREASED
Shares7,670 from 8,167
Change-497 (-6%)
Value$5.8M (-$250.1K)
Filed 2026-11-05
Mcdonald Partners LLC
DECREASED
Shares7,668 from 8,173
Change-505 (-6%)
Value$5.8M (-$255.6K)
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares7,655 from 6,967
Change+688 (+10%)
Value$5.8M (+$635.0K)
Filed 2026-10-27
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares7,601 from 7,601
Change0 (0%)
Value$5.8M (+$120.5K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED
Shares7,579 from 7,861
Change-282 (-4%)
Value$5.8M (-$90.1K)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares7,568 from 7,722
Change-154 (-2%)
Value$5.8M (+$5.0K)
Filed 2026-11-04
LJI Wealth Management, LLC
DECREASED
Shares7,553 from 8,053
Change-500 (-6%)
Value$5.8M (-$253.6K)
Filed 2026-10-28
Everett Harris & Co
DECREASED
Shares7,547 from 7,632
Change-85 (-1%)
Value$5.8M (+$55.6K)
Filed 2026-10-28
Able Financial Group, LLC
INCREASED
Shares7,540 from 7,371
Change+169 (+2%)
Value$5.8M (+$245.8K)
Filed 2026-10-14
Pegasus Asset Management, Inc.
INCREASED
Shares7,520 from 7,515
Change+5 (+0%)
Value$5.7M (+$123.0K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares7,515 from 7,364
Change+151 (+2%)
Value$5.7M (+$232.0K)
Filed 2026-11-03
AtlasMark Financial, Inc
UNCHANGED
Shares7,430 from 7,430
Change0 (0%)
Value$5.7M (+$117.8K)
Filed 2026-10-13
Sightline Wealth Advisors, LLC
DECREASED
Shares7,372 from 8,569
Change-1,197 (-14%)
Value$5.6M (-$777.0K)
Filed 2026-10-21
Waters Parkerson & Co., LLC
DECREASED
Shares7,363 from 7,387
Change-24 (0%)
Value$5.6M (+$98.9K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
INCREASED
Shares7,347 from 7,236
Change+111 (+2%)
Value$5.7M (+$316.8K)
Filed 2026-10-13
TopTier Wealth Management, LLC
INCREASED
Shares7,333 from 7,328
Change+5 (+0%)
Value$5.6M (+$120.0K)
Filed 2026-10-16
Rockingstone Advisors LLC
DECREASED
Shares7,315 from 7,330
Change-15 (0%)
Value$5.6M (+$104.8K)
Filed 2026-10-16
Platform Technology Partners
INCREASED
Shares7,277 from 7,000
Change+277 (+4%)
Value$5.5M (+$322.3K)
Filed 2026-11-02
Bennett Selby Investments LP
INCREASED
Shares7,262 from 7,002
Change+260 (+4%)
Value$5.5M (+$309.7K)
Filed 2026-10-19
Two Point Capital Management, Inc.
INCREASED
Shares7,256 from 7,207
Change+49 (+1%)
Value$5.5M (+$152.1K)
Filed 2026-10-16
Financial Perspectives, Inc
INCREASED
Shares7,242 from 7,238
Change+4 (+0%)
Value$5.5M (+$117.6K)
Filed 2026-11-03
Breakthru Advisory Services, LLC
UNCHANGED
Shares7,226 from 7,226
Change0 (0%)
Value$5.5M (+$114.6K)
Filed 2026-10-13
Monument Capital Management
DECREASED
Shares7,223 from 7,460
Change-237 (-3%)
Value$5.5M (-$62.4K)
Filed 2026-10-09
Austin Asset Management Co Inc
INCREASED
Shares7,213 from 7,203
Change+10 (+0%)
Value$5.5M (+$121.3K)
Filed 2026-10-29
Heirloom Wealth Management
INCREASED
Shares7,212 from 7,196
Change+16 (+0%)
Value$5.5M (+$126.6K)
Filed 2026-10-14
Stephen J. Garry & Associates, LLC
DECREASED
Shares7,197 from 8,462
Change-1,265 (-15%)
Value$5.5M (-$830.5K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
DECREASED
Shares7,154 from 7,931
Change-777 (-10%)
Value$5.5M (-$466.7K)
Filed 2026-10-22
Copper Harbor Investment Advisors, LLC
DECREASED
Shares7,152 from 7,196
Change-44 (-1%)
Value$5.5M (+$80.7K)
Filed 2026-10-16
Blankinship & Foster, LLC
DECREASED
Shares7,149 from 7,162
Change-13 (0%)
Value$5.5M (+$104.1K)
Filed 2026-10-19
Single Point Partners, LLC
DECREASED
Shares7,143 from 7,205
Change-62 (-1%)
Value$5.4M (+$67.3K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares7,124 from 6,460
Change+664 (+10%)
Value$5.4M (+$609.2K)
Filed 2026-10-29
Capital City Trust Co
DECREASED
Shares7,124 from 7,292
Change-168 (-2%)
Value$5.4M (-$12.5K)
Filed 2026-10-22
Catalyst Private Wealth, LLC
INCREASED
Shares7,112 from 7,106
Change+6 (+0%)
Value$5.4M (+$117.3K)
Filed 2026-10-13
Objective Capital Management, LLC
INCREASED
Shares7,108 from 7,006
Change+102 (+1%)
Value$5.4M (+$188.5K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares7,097 from 5,431
Change+1,666 (+31%)
Value$5.4M (+$1.4M)
Filed 2026-10-26
Roffman Miller Associates Inc
INCREASED
Shares7,091 from 6,827
Change+264 (+4%)
Value$5.4M (+$310.2K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares7,091 from 7,051
Change+40 (+1%)
Value$5.4M (+$142.5K)
Filed 2026-11-04
Steph & Co
DECREASED
Shares7,074 from 7,099
Change-25 (0%)
Value$5.4M (+$93.5K)
Filed 2026-10-07
Family Legacy, Inc.
DECREASED
Shares7,069 from 7,196
Change-127 (-2%)
Value$5.4M (+$17.4K)
Filed 2026-10-13
Abacus Planning Group, Inc.
DECREASED
Shares7,063 from 7,073
Change-10 (0%)
Value$5.4M (+$104.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares7,038 from 6,216
Change+822 (+13%)
Value$5.4M (+$725.2K)
Filed 2026-10-07
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares7,021 from 7,064
Change-43 (-1%)
Value$5.4M (+$79.2K)
Filed 2026-10-09
Signature Wealth Management Partners, LLC
INCREASED
Shares7,000 from 6,970
Change+30 (+0%)
Value$5.3M (+$133.1K)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares6,958 from 6,948
Change+10 (+0%)
Value$5.3M (+$118.0K)
Filed 2026-10-13
Waterfront Wealth Inc.
INCREASED
Shares6,915 from 6,854
Change+61 (+1%)
Value$5.3M (+$138.0K)
Filed 2026-11-03
Orba Wealth Advisors, L.L.C.
DECREASED
Shares6,915 from 6,923
Change-8 (0%)
Value$5.3M (+$103.7K)
Filed 2026-10-23
Lotus Asset Management LLC
DECREASED
Shares6,910 from 6,912
Change-2 (0%)
Value$5.3M (+$107.6K)
Filed 2026-10-14
Eagle Global Advisors LLC
INCREASED
Shares6,905 from 6,703
Change+202 (+3%)
Value$5.3M (+$260.4K)
Filed 2026-11-02
OP Asset Management Ltd
UNCHANGED
Shares6,896 from 6,896
Change0 (0%)
Value$5.3M (+$109.4K)
Filed 2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares6,888 from 7,115
Change-227 (-3%)
Value$5.3M (-$60.3K)
Filed 2026-10-19
Clear Point Advisors Inc.
DECREASED
Shares6,878 from 6,923
Change-45 (-1%)
Value$5.2M (+$75.6K)
Filed 2026-10-30
Private Wealth Partners, LLC
INCREASED
Shares6,872 from 6,755
Change+117 (+2%)
Value$5.2M (+$196.4K)
Filed 2026-10-22
Journey Beyond Wealth, LLC
DECREASED
Shares6,862 from 7,013
Change-151 (-2%)
Value$5.2M (-$3.9K)
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares6,838 from 5,913
Change+925 (+16%)
Value$5.2M (+$799.2K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6,782 from 7,059
Change-277 (-4%)
Value$5.2M (-$99.5K)
Filed 2026-10-23
RKL Wealth Management LLC
DECREASED
Shares6,778 from 6,812
Change-34 (0%)
Value$5.2M (+$82.3K)
Filed 2026-10-16
Orgel Wealth Management, LLC
INCREASED
Shares6,713 from 6,613
Change+100 (+2%)
Value$5.1M (+$181.1K)
Filed 2026-10-14
Howard Wealth Management, LLC
DECREASED
Shares6,677 from 6,735
Change-58 (-1%)
Value$5.1M (+$62.6K)
Filed 2026-10-28
Enclave Advisors LLC
INCREASED
Shares6,668 from 6,663
Change+5 (+0%)
Value$5.1M (+$109.5K)
Filed 2026-10-14
Midland Wealth Advisors, LLC
INCREASED
Shares6,660 from 6,358
Change+302 (+5%)
Value$5.1M (+$331.2K)
Filed 2026-10-26
Boston Trust Walden Corp
DECREASED
Shares6,632 from 6,637
Change-5 (0%)
Value$5.1M (+$101.5K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
DECREASED
Shares6,607 from 6,609
Change-2 (0%)
Value$5.1M (+$178.1K)
Filed 2026-10-27
Semitam Bonam LLC
DECREASED
Shares6,602 from 6,632
Change-30 (0%)
Value$5.0M (+$81.9K)
Filed 2026-10-27
Duncker Streett & Co Inc
INCREASED
Shares6,599 from 6,410
Change+189 (+3%)
Value$5.0M (+$245.9K)
Filed 2026-10-27
Alchemi Wealth, LLC
DECREASED
Shares6,586 from 6,716
Change-130 (-2%)
Value$5.0M (+$7.5K)
Filed 2026-11-04
Sharkey, Howes & Javer
DECREASED
Shares6,581 from 7,259
Change-678 (-9%)
Value$5.0M (-$401.6K)
Filed 2026-10-22
Semus Wealth Partners LLC
INCREASED
Shares6,581 from 6,580
Change+1 (+0%)
Value$5.0M (+$105.7K)
Filed 2026-10-22
First National Bank Sioux Falls
INCREASED
Shares6,579 from 6,346
Change+233 (+4%)
Value$5.0M (+$564.6K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares6,578 from 6,478
Change+100 (+2%)
Value$5.0M (+$179.0K)
Filed 2026-10-29
Towerpoint Wealth, LLC
DECREASED
Shares6,565 from 6,576
Change-11 (0%)
Value$5.0M (+$95.9K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
INCREASED
Shares6,555 from 6,525
Change+30 (+0%)
Value$5.0M (+$126.4K)
Filed 2026-10-09
Beacon Financial Advisory LLC
DECREASED
Shares6,517 from 6,610
Change-93 (-1%)
Value$5.0M (+$33.3K)
Filed 2026-10-16
American State Bank (Iowa)
DECREASED
Shares6,490 from 6,507
Change-17 (0%)
Value$4.9M (+$90.2K)
Filed 2026-11-03
Stephenson & Company, Inc.
DECREASED
Shares6,490 from 6,496
Change-6 (0%)
Value$4.9M (+$98.5K)
Filed 2026-10-30
Home Federal Bank of Tennessee
UNCHANGED
Shares6,483 from 6,483
Change0 (0%)
Value$4.9M (+$102.8K)
Filed 2026-10-15
Sound Income Strategies, LLC
INCREASED
Shares6,477 from 5,455
Change+1,022 (+19%)
Value$5.0M (+$939.4K)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
DECREASED
Shares6,476 from 6,838
Change-362 (-5%)
Value$4.9M (-$167.9K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
DECREASED
Shares6,473 from 7,148
Change-675 (-9%)
Value$4.9M (-$401.0K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
INCREASED
Shares6,470 from 6,414
Change+56 (+1%)
Value$4.9M (+$151.2K)
Filed 2026-10-09
Evensky & Katz LLC
INCREASED
Shares6,437 from 6,345
Change+92 (+1%)
Value$4.9K (-$4.7M)
Filed 2026-10-27
Castleview Partners, LLC
INCREASED
Shares6,414 from 6,348
Change+66 (+1%)
Value$4.9M (+$151.0K)
Filed 2026-10-09
Argos Wealth Advisors, LLC
UNCHANGED
Shares6,388 from 6,388
Change0 (0%)
Value$4.9M (+$101.3K)
Filed 2026-11-02
Mengis Capital Management, Inc.
DECREASED
Shares6,386 from 6,461
Change-75 (-1%)
Value$4.9M (+$44.7K)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares6,367 from 5,804
Change+563 (+10%)
Value$4.9M (+$521.2K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED
Shares6,357 from 5,961
Change+396 (+7%)
Value$4.8M (+$396.6K)
Filed 2026-10-15
Essex LLC
UNCHANGED
Shares6,353 from 6,353
Change0 (0%)
Value$4.8M (+$100.8K)
Filed 2026-10-14
CPC Advisors, LLC
INCREASED
Shares6,342 from 6,337
Change+5 (+0%)
Value$4.8M (+$104.3K)
Filed 2026-10-21
Apollon Financial, LLC
DECREASED
Shares6,326 from 6,417
Change-91 (-1%)
Value$4.8M (+$32.3K)
Filed 2026-10-23
Capital Wealth Alliance, LLC
INCREASED
Shares6,323 from 6,127
Change+196 (+3%)
Value$4.8M (+$248.0K)
Filed 2026-10-20
Presilium Private Wealth, LLC
INCREASED
Shares6,304 from 6,191
Change+113 (+2%)
Value$4.8M (+$184.4K)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares6,296 from 6,075
Change+221 (+4%)
Value$4.8M (+$264.2K)
Filed 2026-11-03
Edge Wealth Management LLC
INCREASED
Shares6,279 from 6,078
Change+201 (+3%)
Value$4.8M (+$277.0K)
Filed 2026-10-13
Griffith & Werner, Inc.
DECREASED
Shares6,275 from 6,481
Change-206 (-3%)
Value$4.8M (-$54.2K)
Filed 2026-11-04
Ledyard National Bank
DECREASED
Shares6,273 from 6,763
Change-490 (-7%)
Value$4.8M (-$266.4K)
Filed 2026-10-21
Cooksen Wealth, LLC
UNCHANGED
Shares6,255 from 6,255
Change0 (0%)
Value$4.9M (+$198.9K)
Filed 2026-10-13
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares6,251 from 6,570
Change-319 (-5%)
Value$4.8M (-$139.2K)
Filed 2026-10-09
Councilmark Asset Management, LLC
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$4.8M (+$99.0K)
Filed 2026-10-20
Investment Insight Wealth Management, LLC
INCREASED
Shares6,214 from 6,197
Change+17 (+0%)
Value$4.7M (+$111.4K)
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares6,200 from 4,382
Change+1,818 (+41%)
Value$4.7M (+$1.5M)
Filed 2026-10-21
Prism Advisors, Inc.
DECREASED
Shares6,199 from 6,355
Change-156 (-2%)
Value$4.8M (+$51.9K)
Filed 2026-10-09
Smith Asset Management Co., LLC
INCREASED
Shares6,168 from 6,014
Change+154 (+3%)
Value$4.7M (+$213.1K)
Filed 2026-10-16
Ethic Inc.
INCREASED
Shares6,145 from 3,564
Change+2,581 (+72%)
Value$4.7M (+$2.0M)
Filed 2026-11-03
Pullen Investment Management, LLC
DECREASED
Shares6,134 from 6,143
Change-9 (0%)
Value$4.7M (+$90.6K)
Filed 2026-10-23
Spinnaker Investment Group, LLC
INCREASED
Shares6,125 from 6,004
Change+121 (+2%)
Value$4.7M (+$188.1K)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares6,123 from 6,013
Change+110 (+2%)
Value$4.7M (+$179.5K)
Filed 2026-10-21
F&V Capital Management, LLC
DECREASED
Shares6,113 from 6,149
Change-36 (-1%)
Value$4.7K (-$4.6M)
Filed 2026-10-19
Forza Wealth Management, LLC
DECREASED
Shares6,101 from 6,121
Change-20 (0%)
Value$4.7M (+$81.8K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
DECREASED
Shares6,090 from 7,888
Change-1,798 (-23%)
Value$4.6M (-$1.2M)
Filed 2026-11-03
Rebalance, LLC
DECREASED
Shares6,078 from 6,221
Change-143 (-2%)
Value$4.6M (-$10.0K)
Filed 2026-10-22
SBK Financial, Inc.
DECREASED
Shares6,064 from 6,119
Change-55 (-1%)
Value$4.6M (+$55.1K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED
Shares6,041 from 6,149
Change-108 (-2%)
Value$4.6M (+$15.6K)
Filed 2026-10-26
FCG Investment Co
DECREASED
Shares6,004 from 22,487
Change-16,483 (-73%)
Value$4.6M (-$12.2M)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares6,004 from 5,943
Change+61 (+1%)
Value$4.6M (+$141.1K)
Filed 2026-10-20
McAdam, LLC
DECREASED
Shares5,995 from 6,410
Change-415 (-6%)
Value$4.6M (-$215.3K)
Filed 2026-10-21
Secure Asset Management, LLC
DECREASED
Shares5,988 from 8,437
Change-2,449 (-29%)
Value$4.6M (-$1.7M)
Filed 2026-10-19
GW Henssler & Associates LTD
INCREASED
Shares5,988 from 5,894
Change+94 (+2%)
Value$4.6M (+$165.0K)
Filed 2026-10-26
Optivise Advisory Services LLC
DECREASED
Shares5,976 from 6,036
Change-60 (-1%)
Value$4.6M (+$50.2K)
Filed 2026-10-19
Weaver Consulting Group
INCREASED
Shares5,951 from 5,915
Change+36 (+1%)
Value$4.5M (+$120.9K)
Filed 2026-10-07
CWS Financial Advisors, LLC
INCREASED
Shares5,944 from 5,928
Change+16 (+0%)
Value$4.5M (+$106.3K)
Filed 2026-10-16
Sterling Capital Management LLC
UNCHANGED
Shares5,910 from 5,910
Change0 (0%)
Value$4.5M (+$93.7K)
Filed 2026-10-22
Climber Capital SA
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$4.3M (-$131.0K)
Filed 2026-10-20
Juncture Wealth Strategies, LLC
DECREASED
Shares5,896 from 6,048
Change-152 (-3%)
Value$4.5M (-$20.0K)
Filed 2026-10-06
Crumly & Associates Inc.
INCREASED
Shares5,867 from 5,653
Change+214 (+4%)
Value$4.5M (+$253.3K)
Filed 2026-10-07
Jones Kertz & Associates, Inc.
UNCHANGED
Shares5,863 from 5,863
Change0 (0%)
Value$4.5M (+$93.1K)
Filed 2026-10-28
Gold Investment Management Ltd.
INCREASED
Shares5,859 from 5,824
Change+35 (+1%)
Value$4.5M (+$120.7K)
Filed 2026-10-19
Interchange Capital Partners, LLC
DECREASED
Shares5,854 from 5,859
Change-5 (0%)
Value$4.5M (+$88.7K)
Filed 2026-10-28
Summit Financial Strategies, Inc.
INCREASED
Shares5,838 from 4,919
Change+919 (+19%)
Value$4.5M (+$778.9K)
Filed 2026-10-14
North Capital, Inc.
INCREASED
Shares5,832 from 5,734
Change+98 (+2%)
Value$4.5M (+$255.8K)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares5,826
Change+5,826
Value$4.4M
Filed 2026-10-14
Fagan Associates, Inc.
DECREASED
Shares5,824 from 5,829
Change-5 (0%)
Value$4.4M (+$89.0K)
Filed 2026-10-13
Sanders Morris Harris LLC
NEW
Shares5,801
Change+5,801
Value$4.4M
Filed 2026-10-14
Summit Place Financial Advisors, LLC
DECREASED
Shares5,796 from 5,808
Change-12 (0%)
Value$4.4M (+$83.0K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares5,788 from 4,314
Change+1,474 (+34%)
Value$4.4M (+$1.2M)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares5,736 from 5,447
Change+289 (+5%)
Value$4.4M (+$307.1K)
Filed 2026-10-14
Wynn Capital, LLC
DECREASED
Shares5,734 from 5,779
Change-45 (-1%)
Value$4.4M (+$57.3K)
Filed 2026-10-13
Park National Corp
INCREASED
Shares5,717 from 5,673
Change+44 (+1%)
Value$4.4M (+$123.5K)
Filed 2026-10-05
Deltec Asset Management LLC
DECREASED
Shares5,715 from 6,205
Change-490 (-8%)
Value$4.4M (-$275.3K)
Filed 2026-10-26
First United Bank & Trust
DECREASED
Shares5,713 from 5,864
Change-151 (-3%)
Value$4.4M (-$22.2K)
Filed 2026-10-22
Greenfield Savings Bank
DECREASED
Shares5,710 from 5,727
Change-17 (0%)
Value$4.4M (+$77.9K)
Filed 2026-10-07
Regent Peak Wealth Advisors LLC
DECREASED
Shares5,704 from 6,043
Change-339 (-6%)
Value$4.4M (-$162.7K)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
DECREASED
Shares5,699 from 6,226
Change-527 (-8%)
Value$4.3M (-$302.7K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
DECREASED
Shares5,697 from 5,709
Change-12 (0%)
Value$4.3M (+$81.4K)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares5,678 from 5,609
Change+69 (+1%)
Value$4.3M (+$141.8K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
DECREASED
Shares5,675 from 6,455
Change-780 (-12%)
Value$4.3M (-$492.4K)
Filed 2026-10-19
Retirement Guys Formula LLC
DECREASED
Shares5,675 from 5,858
Change-183 (-3%)
Value$4.3M (-$46.4K)
Filed 2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares5,669 from 5,723
Change-54 (-1%)
Value$4.3M (+$49.5K)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares5,657 from 5,788
Change-131 (-2%)
Value$4.3M (-$7.7K)
Filed 2026-10-29
First Interstate Bank
DECREASED
Shares5,651 from 6,989
Change-1,338 (-19%)
Value$4.3M (-$909.6K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares5,615 from 5,514
Change+101 (+2%)
Value$4.3M (+$164.8K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
DECREASED
Shares5,601 from 6,026
Change-425 (-7%)
Value$4.3M (-$228.5K)
Filed 2026-10-16
Briggs Wealth Management, Inc
INCREASED
Shares5,601 from 5,600
Change+1 (+0%)
Value$4.3M (+$89.6K)
Filed 2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW
Shares5,592
Change+5,592
Value$4.3M
Filed 2026-10-13
Curbstone Financial Management Corp
DECREASED
Shares5,587 from 6,163
Change-576 (-9%)
Value$4.3M (-$341.5K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares5,582 from 5,503
Change+79 (+1%)
Value$4.3M (+$147.1K)
Filed 2026-10-07
Granite Islands Private Wealth, LLC
INCREASED
Shares5,569 from 3,923
Change+1,646 (+42%)
Value$4.2M (+$1.3M)
Filed 2026-10-16
Prosperity Planning, Inc.
DECREASED
Shares5,557 from 5,927
Change-370 (-6%)
Value$4.2M (-$187.9K)
Filed 2026-10-09
Kagan Cocozza Asset Management
INCREASED
Shares5,527 from 5,438
Change+89 (+2%)
Value$4.2M (+$154.1K)
Filed 2026-10-19
Consilium Wealth Advisory, LLC
INCREASED
Shares5,520 from 4,613
Change+907 (+20%)
Value$4.2M (+$765.0K)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
INCREASED
Shares5,513 from 4,596
Change+917 (+20%)
Value$4.2M (+$771.8K)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED
Shares5,513 from 5,559
Change-46 (-1%)
Value$4.2M (+$52.8K)
Filed 2026-10-23
Inspirion Wealth Advisors, LLC
DECREASED
Shares5,510 from 5,614
Change-104 (-2%)
Value$4.2M (+$15.4K)
Filed 2026-10-09
Wealth Management Partners, LLC
INCREASED
Shares5,509 from 5,162
Change+347 (+7%)
Value$4.2M (+$347.3K)
Filed 2026-10-21
Investors Research Corp
INCREASED
Shares5,495 from 2,752
Change+2,743 (+100%)
Value$4.2M (+$2.1M)
Filed 2026-10-07
PUREfi Wealth, LLC
INCREASED
Shares5,481 from 5,306
Change+175 (+3%)
Value$4.2M (+$217.1K)
Filed 2026-10-19
Affiance Financial, LLC
DECREASED
Shares5,473 from 5,966
Change-493 (-8%)
Value$4.2M (-$281.7K)
Filed 2026-10-15
Windsor Capital Management, LLC
DECREASED
Shares5,465 from 5,627
Change-162 (-3%)
Value$4.2M (-$34.6K)
Filed 2026-10-13
Philadelphia Trust Co
INCREASED
Shares5,459 from 2,252
Change+3,207 (+142%)
Value$4.2K (-$1.7M)
Filed 2026-11-05
Hassell Wealth Management, LLC
INCREASED
Shares5,458 from 5,445
Change+13 (+0%)
Value$4.2M (+$104.5K)
Filed 2026-10-19
JGP Wealth Management, LLC
INCREASED
Shares5,439 from 5,436
Change+3 (+0%)
Value$4.1M (+$88.6K)
Filed 2026-10-13
Guardsman Private Capital Management, Inc.
INCREASED
Shares5,423 from 5,417
Change+6 (+0%)
Value$4.1M (+$90.6K)
Filed 2026-10-19
Curran Financial Partners, LLC
INCREASED
Shares5,412 from 5,365
Change+47 (+1%)
Value$4.1M (+$121.0K)
Filed 2026-11-04
Realta Investment Advisors
DECREASED
Shares5,412 from 5,452
Change-40 (-1%)
Value$4.1M (+$56.1K)
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares5,410 from 13,093
Change-7,683 (-59%)
Value$4.1M (-$5.7M)
Filed 2026-11-04
Jm2 Capital Inc.
INCREASED
Shares5,406 from 5,107
Change+299 (+6%)
Value$4.1M (+$309.6K)
Filed 2026-10-14
City Holding Co
DECREASED
Shares5,403 from 5,524
Change-121 (-2%)
Value$4.1M (-$4.7K)
Filed 2026-10-19
Wavvest Wealth LLC
NEW
Shares5,402
Change+5,402
Value$4.1M
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,402 from 5,507
Change-105 (-2%)
Value$4.1M (+$6.8K)
Filed 2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED
Shares5,400 from 5,397
Change+3 (+0%)
Value$4.1M (+$87.4K)
Filed 2026-10-13
First Hawaiian Bank
DECREASED
Shares5,399 from 5,520
Change-121 (-2%)
Value$4.1M (-$4.7K)
Filed 2026-10-14
Bingham Private Wealth, LLC
INCREASED
Shares5,393 from 5,378
Change+15 (+0%)
Value$4.1M (+$96.8K)
Filed 2026-11-05
Sunbeam Capital Management, LLC
DECREASED
Shares5,384 from 5,451
Change-67 (-1%)
Value$4.1M (+$35.1K)
Filed 2026-11-05
Mason & Associates, LLC
DECREASED
Shares5,370 from 5,496
Change-126 (-2%)
Value$4.1M (-$8.9K)
Filed 2026-10-26
Strategic Investment Management, LLC
INCREASED
Shares5,360 from 4,980
Change+380 (+8%)
Value$4.1M (+$368.8K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
INCREASED
Shares5,341 from 693
Change+4,648 (+671%)
Value$842.4K (+$325.3K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares5,336 from 5,004
Change+332 (+7%)
Value$4.1M (+$332.4K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
INCREASED
Shares5,294 from 4,999
Change+295 (+6%)
Value$4.0M (+$304.4K)
Filed 2026-11-03
Hyposwiss Advisors SA
INCREASED
Shares5,292 from 5,182
Change+110 (+2%)
Value$4.0M (+$166.1K)
Filed 2026-10-26
Watershed Private Wealth LLC
DECREASED
Shares5,289 from 5,309
Change-20 (0%)
Value$4.0M (+$68.9K)
Filed 2026-10-30
Leo Wealth, LLC
NEW
Shares5,273
Change+5,273
Value$4.0M
Filed 2026-10-26
Highland Capital Management, LLC
DECREASED
Shares5,234 from 5,274
Change-40 (-1%)
Value$4.0M (+$53.1K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
INCREASED
Shares5,230 from 4,270
Change+960 (+22%)
Value$4.0M (+$799.7K)
Filed 2026-10-22
United Community Bank
DECREASED
Shares5,218 from 5,328
Change-110 (-2%)
Value$4.0M (+$612)
Filed 2026-10-28
Gemmer Asset Management LLC
DECREASED
Shares5,211 from 5,233
Change-22 (0%)
Value$4.0M (+$66.4K)
Filed 2026-10-16
Vestor Capital, LLC
DECREASED
Shares5,210 from 5,594
Change-384 (-7%)
Value$409 (-$97)
Filed 2026-11-04
Univest Financial Corp
DECREASED
Shares5,191 from 5,565
Change-374 (-7%)
Value$4.0M (-$196.9K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares5,157 from 6,215
Change-1,058 (-17%)
Value$3.9M (-$703.8K)
Filed 2026-10-28
Searle & Co.
INCREASED
Shares5,149 from 4,976
Change+173 (+3%)
Value$3.9M (+$210.9K)
Filed 2026-11-04
TritonPoint Partners, LLC
DECREASED
Shares5,142 from 5,581
Change-439 (-8%)
Value$4.0M (-$220.7K)
Filed 2026-11-05
Novem Group
DECREASED
Shares5,138 from 5,646
Change-508 (-9%)
Value$3.9M (-$297.8K)
Filed 2026-10-19
Aviance Capital Partners, LLC
INCREASED
Shares5,127 from 5,085
Change+42 (+1%)
Value$3.9M (+$112.8K)
Filed 2026-10-29
Hurley Capital, LLC
INCREASED
Shares5,113 from 5,103
Change+10 (+0%)
Value$3.9M (+$89.0K)
Filed 2026-11-05
BCM Advisors, LLC
DECREASED
Shares5,111 from 5,771
Change-660 (-11%)
Value$3.9M (-$401.9K)
Filed 2026-11-03
Leeward Financial Partners, LLC
UNCHANGED
Shares5,111 from 5,111
Change0 (0%)
Value$3.9M (+$81.1K)
Filed 2026-10-23
Eagle Wealth Strategies LLC
INCREASED
Shares5,091 from 5,077
Change+14 (+0%)
Value$3.9M (+$91.3K)
Filed 2026-10-20
Mlp3, LLC
INCREASED
Shares5,087 from 5,024
Change+63 (+1%)
Value$3.9M (+$128.0K)
Filed 2026-10-22
Davidson Trust Co
INCREASED
Shares5,079 from 4,969
Change+110 (+2%)
Value$3.9M (+$162.7K)
Filed 2026-10-09
Pavion Blue Capital, LLC
INCREASED
Shares5,077 from 5,051
Change+26 (+1%)
Value$3.9M (+$99.9K)
Filed 2026-11-05
Welch Group, LLC
DECREASED
Shares5,070 from 7,346
Change-2,276 (-31%)
Value$3.9M (-$1.6M)
Filed 2026-10-29
BCS Wealth Management
INCREASED
Shares5,065 from 5,036
Change+29 (+1%)
Value$3.9M (+$102.1K)
Filed 2026-11-03
One River Asset Management, LLC
DECREASED
Shares5,062 from 12,856
Change-7,794 (-61%)
Value$3.9M (-$5.7M)
Filed 2026-10-21
Epiq Partners, LLC
INCREASED
Shares5,054 from 5,048
Change+6 (+0%)
Value$3.9M (+$84.6K)
Filed 2026-10-07
Madrid Wealth Management, LLC
INCREASED
Shares5,053 from 5,043
Change+10 (+0%)
Value$3.9M (+$87.4K)
Filed 2026-10-23
Rede Wealth, LLC
DECREASED
Shares5,032 from 5,179
Change-147 (-3%)
Value$3.8M (-$29.7K)
Filed 2026-10-22
Mirador Capital Partners LP
INCREASED
Shares5,027 from 4,988
Change+39 (+1%)
Value$3.8M (+$108.8K)
Filed 2026-10-09
Parkside Investments, LLC
DECREASED
Shares5,018 from 8,418
Change-3,400 (-40%)
Value$3.8M (-$2.5M)
Filed 2026-10-20
BankPlus Wealth Management LLC
DECREASED
Shares5,013 from 5,102
Change-89 (-2%)
Value$3.8M (+$12.5K)
Filed 2026-10-13
Builder Investment Group Inc
INCREASED
Shares5,011 from 4,920
Change+91 (+2%)
Value$3.8M (+$147.5K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares4,995 from 7,343
Change-2,348 (-32%)
Value$3.8M (-$1.7M)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares4,993 from 4,884
Change+109 (+2%)
Value$3.8M (+$160.9K)
Filed 2026-10-15
Hegarty Advisors, LLC
INCREASED
Shares4,976 from 3,389
Change+1,587 (+47%)
Value$3.8M (+$1.3M)
Filed 2026-10-20
Parcion Private Wealth LLC
DECREASED
Shares4,974 from 5,299
Change-325 (-6%)
Value$3.8M (-$164.0K)
Filed 2026-10-28
Noesis Capital Mangement Corp
INCREASED
Shares4,972 from 4,883
Change+89 (+2%)
Value$3.8M (+$144.7K)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
DECREASED
Shares4,957 from 5,057
Change-100 (-2%)
Value$3.8M (+$3.9K)
Filed 2026-10-27
Private Wealth Group, LLC
DECREASED
Shares4,945 from 4,994
Change-49 (-1%)
Value$3.8M (+$41.8K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
DECREASED
Shares4,939 from 5,138
Change-199 (-4%)
Value$3.8M (-$69.9K)
Filed 2026-10-26
Equita Financial Network, Inc.
INCREASED
Shares4,938 from 4,909
Change+29 (+1%)
Value$3.8M (+$100.0K)
Filed 2026-10-19
Verus Financial Partners, Inc.
INCREASED
Shares4,929 from 4,926
Change+3 (+0%)
Value$3.8M (+$80.2K)
Filed 2026-10-29
Parisi Gray Wealth Management
INCREASED
Shares4,926 from 4,916
Change+10 (+0%)
Value$3.8M (+$86.1K)
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares4,896 from 5,154
Change-258 (-5%)
Value$3.7M (-$115.0K)
Filed 2026-10-15
Sierra Summit Advisors LLC
DECREASED
Shares4,887 from 5,070
Change-183 (-4%)
Value$3.7M (-$59.2K)
Filed 2026-10-28
Hilltop National Bank
DECREASED
Shares4,880 from 5,087
Change-207 (-4%)
Value$3.7M (-$77.2K)
Filed 2026-10-14
Pennsylvania Capital Management Inc
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$3.7M (+$77.1K)
Filed 2026-11-05
Integrated Financial Solutions, Inc.
DECREASED
Shares4,858 from 5,011
Change-153 (-3%)
Value$3.7M (-$36.8K)
Filed 2026-10-09
Main Street Group, LTD
DECREASED
Shares4,852 from 5,000
Change-148 (-3%)
Value$3.7M (-$34.3K)
Filed 2026-10-28
Rydar Equities, Inc.
INCREASED
Shares4,843 from 4,602
Change+241 (+5%)
Value$3.8M (+$322.2K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares4,789 from 4,935
Change-146 (-3%)
Value$3.7M (-$33.1K)
Filed 2026-10-21
Evergreen Advisors, LLC
INCREASED
Shares4,781 from 4,538
Change+243 (+5%)
Value$3.6M (+$257.3K)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED
Shares4,778 from 4,352
Change+426 (+10%)
Value$3.6M (+$394.2K)
Filed 2026-10-14
Value Investment Professionals, LLC
INCREASED
Shares4,776 from 4,767
Change+9 (+0%)
Value$3.6M (+$82.4K)
Filed 2026-10-13
LVW Advisors, LLC
DECREASED
Shares4,772 from 4,842
Change-70 (-1%)
Value$3.6M (+$23.2K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
INCREASED
Shares4,763 from 4,760
Change+3 (+0%)
Value$3.6M (+$77.7K)
Filed 2026-10-27
Peterson Wealth Services
INCREASED
Shares4,755 from 4,743
Change+12 (+0%)
Value$3.6M (+$84.1K)
Filed 2026-10-26
Compass Wealth Management LLC
DECREASED
Shares4,751 from 4,754
Change-3 (0%)
Value$3.6M (+$73.2K)
Filed 2026-10-22
Bernardo Wealth Planning LLC
INCREASED
Shares4,750 from 2,406
Change+2,344 (+97%)
Value$3.6M (+$1.8M)
Filed 2026-10-23
Armstrong Henry H Associates Inc
INCREASED
Shares4,742 from 4,741
Change+1 (+0%)
Value$3.6M (+$75.5K)
Filed 2026-10-07
Baldwin Wealth Partners LLC
INCREASED
Shares4,737 from 3,512
Change+1,225 (+35%)
Value$3.6M (+$989.9K)
Filed 2026-10-13
Fund Evaluation Group, LLC
NEW
Shares4,729
Change+4,729
Value$3.6M
Filed 2026-11-05
Braun Stacey Associates Inc
DECREASED
Shares4,724 from 4,904
Change-180 (-4%)
Value$3.6M (-$59.5K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares4,720 from 1,731
Change+2,989 (+173%)
Value$3.6M (+$2.3M)
Filed 2026-11-03
Virtue Asset Management LLC
INCREASED
Shares4,718 from 4,675
Change+43 (+1%)
Value$3.6M (+$106.6K)
Filed 2026-10-21
Weinberger Asset Management, Inc
UNCHANGED
Shares4,711 from 4,711
Change0 (0%)
Value$3.6M (+$73.5K)
Filed 2026-10-28
Omega Financial Group, LLC
DECREASED
Shares4,680 from 4,897
Change-217 (-4%)
Value$3.6M (-$87.7K)
Filed 2026-10-29
Financial Enhancement Group LLC
DECREASED
Shares4,668 from 4,883
Change-215 (-4%)
Value$3.6M (-$18.4K)
Filed 2026-10-08
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares4,635 from 4,543
Change+92 (+2%)
Value$3.5M (+$142.2K)
Filed 2026-10-29
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,634 from 5,084
Change-450 (-9%)
Value$3.5M (-$262.3K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
UNCHANGED
Shares4,631 from 4,631
Change0 (0%)
Value$3.5K (+$74)
Filed 2026-10-13
JSF Financial, LLC
DECREASED
Shares4,630 from 5,073
Change-443 (-9%)
Value$3.5M (-$257.5K)
Filed 2026-10-22
EdgeRock Capital LLC
DECREASED
Shares4,618 from 4,666
Change-48 (-1%)
Value$3.5M (+$37.3K)
Filed 2026-11-03
1834 Investment Advisors Co
DECREASED
Shares4,612 from 4,632
Change-20 (0%)
Value$3.5M (+$58.4K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
DECREASED
Shares4,609 from 4,673
Change-64 (-1%)
Value$3.5M (+$25.3K)
Filed 2026-11-03
Calder Financial LLC
DECREASED
Shares4,609 from 4,635
Change-26 (-1%)
Value$3.5M (+$53.6K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares4,582 from 4,815
Change-233 (-5%)
Value$3.5M (-$101.1K)
Filed 2026-10-26
Kelsey Financial, LLC
INCREASED
Shares4,576 from 4,388
Change+188 (+4%)
Value$3.5M (+$213.2K)
Filed 2026-10-28
Impact Capital Partners LLC
INCREASED
Shares4,571 from 4,165
Change+406 (+10%)
Value$3.5M (+$375.7K)
Filed 2026-10-22
Mitchell Sinkler & Starr
INCREASED
Shares4,560 from 4,545
Change+15 (+0%)
Value$3.5M (+$83.5K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares4,558 from 4,651
Change-93 (-2%)
Value$3.5M (+$2.8K)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED
Shares4,554 from 5,157
Change-603 (-12%)
Value$3.5M (-$378.2K)
Filed 2026-10-30
TPG Advisors LLC
INCREASED
Shares4,554 from 4,549
Change+5 (+0%)
Value$3.5M (+$76.3K)
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares4,554 from 4,553
Change+1 (+0%)
Value$3.5M (+$72.5K)
Filed 2026-11-04
Fortress Financial Group, LLC
INCREASED
Shares4,551 from 4,542
Change+9 (+0%)
Value$3.5M (+$78.7K)
Filed 2026-10-21
Aurelius Family Office LLC
DECREASED
Shares4,550 from 4,556
Change-6 (0%)
Value$3.5M (+$67.7K)
Filed 2026-10-23
Global Assets Advisory, LLC
INCREASED
Shares4,549 from 4,488
Change+61 (+1%)
Value$3.5M (+$168.1K)
Filed 2026-10-28
Axiom Investment Management LLC
DECREASED
Shares4,549 from 4,567
Change-18 (0%)
Value$3.5M (+$58.8K)
Filed 2026-11-03
Harmony Asset Management LLC
DECREASED
Shares4,533 from 5,052
Change-519 (-10%)
Value$3.5M (-$315.7K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
DECREASED
Shares4,532 from 4,694
Change-162 (-3%)
Value$3.5M (-$48.9K)
Filed 2026-10-09
Omni 360 Wealth, Inc.
INCREASED
Shares4,521 from 4,454
Change+67 (+2%)
Value$3.4M (+$121.2K)
Filed 2026-10-13
Merrion Investment Management Co, LLC
DECREASED
Shares4,515 from 4,530
Change-15 (0%)
Value$3.4M (+$60.4K)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares4,507 from 4,507
Change0 (0%)
Value$3.4M (+$71.5K)
Filed 2026-10-16
Harbour Capital Advisors, LLC
UNCHANGED
Shares4,499 from 4,499
Change0 (0%)
Value$3.4M (+$34.6K)
Filed 2026-10-13
Bangor Savings Bank
DECREASED
Shares4,490 from 5,095
Change-605 (-12%)
Value$3.4M (-$380.6K)
Filed 2026-10-06
October Effect Ltd
INCREASED
Shares4,473 from 4,095
Change+378 (+9%)
Value$3.4M (+$353.2K)
Filed 2026-10-20
MSH Capital Advisors LLC
DECREASED
Shares4,469 from 4,667
Change-198 (-4%)
Value$3.4M (-$77.1K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
DECREASED
Shares4,462 from 4,545
Change-83 (-2%)
Value$3.4M (+$8.4K)
Filed 2026-10-14
Charles Schwab Trust Co
DECREASED
Shares4,460 from 7,653
Change-3,193 (-42%)
Value$3.4M (-$2.3M)
Filed 2026-10-15
Power Wealth Management LLC
DECREASED
Shares4,456 from 4,462
Change-6 (0%)
Value$3.4M (+$66.2K)
Filed 2026-10-27
Vericrest Private Wealth
DECREASED
Shares4,446 from 4,461
Change-15 (0%)
Value$3.4M (+$59.5K)
Filed 2026-10-21
Arbor Wealth Advisors LLC
UNCHANGED
Shares4,441 from 4,441
Change0 (0%)
Value$3.4M (+$70.4K)
Filed 2026-10-09
Wedgewood Investors Inc
INCREASED
Shares4,436 from 3,847
Change+589 (+15%)
Value$3.4M (+$510.2K)
Filed 2026-10-28
Telos Capital Management, Inc.
INCREASED
Shares4,431 from 4,110
Change+321 (+8%)
Value$3.4M (+$310.1K)
Filed 2026-11-02
Trilogy Capital Inc.
DECREASED
Shares4,428 from 4,785
Change-357 (-7%)
Value$3.4M (-$196.9K)
Filed 2026-10-20
SkyOak Wealth, LLC
INCREASED
Shares4,420 from 4,405
Change+15 (+0%)
Value$3.4M (+$81.2K)
Filed 2026-10-28
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares4,417 from 4,417
Change0 (0%)
Value$3.4M (+$70.1K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares4,404 from 4,465
Change-61 (-1%)
Value$3.4M (+$74.3K)
Filed 2026-10-13
Bull Street Advisors, LLC
UNCHANGED
Shares4,382 from 4,382
Change0 (0%)
Value$3.3K (-$3.3M)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
INCREASED
Shares4,374 from 4,248
Change+126 (+3%)
Value$3.3M (+$163.9K)
Filed 2026-10-27
Private Capital Advisors, Inc.
INCREASED
Shares4,369 from 4,326
Change+43 (+1%)
Value$3.3M (+$101.4K)
Filed 2026-10-06
Eagle Rock Investment Company, LLC
INCREASED
Shares4,360 from 3,706
Change+654 (+18%)
Value$3.3M (+$557.5K)
Filed 2026-10-21
Fortem Financial Group, LLC
INCREASED
Shares4,360 from 4,272
Change+88 (+2%)
Value$3.3M (+$134.9K)
Filed 2026-10-20
Adkins Seale Capital Management LLC
DECREASED
Shares4,347 from 4,414
Change-67 (-2%)
Value$3.3M (+$19.1K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares4,339 from 4,254
Change+85 (+2%)
Value$3.3M (+$132.3K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED
Shares4,335 from 4,276
Change+59 (+1%)
Value$3.3M (+$113.1K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED
Shares4,331 from 4,521
Change-190 (-4%)
Value$3.3M (-$72.7K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
DECREASED
Shares4,330 from 4,533
Change-203 (-4%)
Value$3.3M (-$82.6K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED
Shares4,329 from 4,327
Change+2 (+0%)
Value$3.3M (+$69.7K)
Filed 2026-10-16
Yankcom Partnership
INCREASED
Shares4,324 from 4,288
Change+36 (+1%)
Value$3.3M (+$95.5K)
Filed 2026-10-15
WealthSpring Partners, LLC
DECREASED
Shares4,322 from 4,413
Change-91 (-2%)
Value$3.3M (+$853)
Filed 2026-10-14
Blue Zone Wealth Advisors, LLC
INCREASED
Shares4,314 from 3,500
Change+814 (+23%)
Value$3.3M (+$676.3K)
Filed 2026-10-19
Davidson Kahn Capital Management, LLC
INCREASED
Shares4,312 from 4,285
Change+27 (+1%)
Value$3.3M (+$88.8K)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
INCREASED
Shares4,307 from 4,274
Change+33 (+1%)
Value$3.3M (+$92.6K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares4,301 from 5,061
Change-760 (-15%)
Value$3.3M (-$498.7K)
Filed 2026-10-15
Gradient Investments LLC
INCREASED
Shares4,299 from 3,955
Change+344 (+9%)
Value$3.3M (+$325.2K)
Filed 2026-10-08
Kelleher Financial Advisors
DECREASED
Shares4,298 from 10,807
Change-6,509 (-60%)
Value$3.3M (-$4.8M)
Filed 2026-10-30
Cooper S Advisors, LLC
DECREASED
Shares4,290 from 4,350
Change-60 (-1%)
Value$3.3M (+$23.1K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED
Shares4,290 from 4,282
Change+8 (+0%)
Value$3.3M (+$74.0K)
Filed 2026-10-30
Shaker Financial Services, LLC
DECREASED
Shares4,286 from 4,290
Change-4 (0%)
Value$3.3M (+$64.9K)
Filed 2026-10-14
Tortuga Wealth Management, Inc
DECREASED
Shares4,274 from 4,656
Change-382 (-8%)
Value$3.3M (-$210.8K)
Filed 2026-10-27
Ironwood Financial, llc
DECREASED
Shares4,264 from 4,384
Change-120 (-3%)
Value$3.3M (-$32.7K)
Filed 2026-10-20
Investors Asset Management of Georgia Inc
INCREASED
Shares4,263 from 4,030
Change+233 (+6%)
Value$3.3M (+$241.2K)
Filed 2026-10-20
Meyer Handelman Co
INCREASED
Shares4,252 from 4,247
Change+5 (+0%)
Value$3.2M (+$78.3K)
Filed 2026-10-28
Madrona Financial Services, LLC
DECREASED
Shares4,246 from 4,451
Change-205 (-5%)
Value$3.2M (-$85.7K)
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,243 from 4,337
Change-94 (-2%)
Value$3.2M (-$2.7K)
Filed 2026-11-03
Oarsman Capital, Inc.
INCREASED
Shares4,233 from 4,204
Change+29 (+1%)
Value$3.2M (+$88.9K)
Filed 2026-11-05
Old Peak Finance LLC
UNCHANGED
Shares4,233 from 4,233
Change0 (0%)
Value$3.2M (+$67.2K)
Filed 2026-11-02
BNC Wealth Management, LLC
DECREASED
Shares4,229 from 4,246
Change-17 (0%)
Value$3.2M (+$54.6K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$3.2M (+$67.0K)
Filed 2026-10-13
Mcdaniel Terry & Co
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$3.2M (+$66.9K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares4,207 from 2,451
Change+1,756 (+72%)
Value$3.2M (+$1.4M)
Filed 2026-10-29
Tufton Capital Management
INCREASED
Shares4,201 from 4,162
Change+39 (+1%)
Value$3.2K (-$3.1M)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares4,196 from 4,231
Change-35 (-1%)
Value$3.2M (+$32.3K)
Filed 2026-10-23
Green Ridge Wealth Planning LLC
INCREASED
Shares4,172 from 4,141
Change+31 (+1%)
Value$3.2M (+$89.6K)
Filed 2026-10-08
American Capital Advisory, LLC
DECREASED
Shares4,171 from 4,211
Change-40 (-1%)
Value$3.2M (+$36.4K)
Filed 2026-10-28
Grange Capital, LLC
INCREASED
Shares4,159 from 3,937
Change+222 (+6%)
Value$3.2M (+$232.1K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares4,150 from 4,067
Change+83 (+2%)
Value$3.2M (+$127.8K)
Filed 2026-10-19
Stone Summit Wealth LLC
DECREASED
Shares4,145 from 4,190
Change-45 (-1%)
Value$3.2M (+$32.1K)
Filed 2026-10-14
Center for Financial Planning, Inc.
DECREASED
Shares4,133 from 4,261
Change-128 (-3%)
Value$3.2M (-$30.0K)
Filed 2026-10-26
Agate Pass Investment Management, LLC
INCREASED
Shares4,128 from 3,327
Change+801 (+24%)
Value$3.1M (+$663.5K)
Filed 2026-10-20
CapWealth Advisors, LLC
INCREASED
Shares4,126 from 3,344
Change+782 (+23%)
Value$3.1M (+$649.4K)
Filed 2026-10-05
Aull & Monroe Investment Management Corp
DECREASED
Shares4,124 from 4,154
Change-30 (-1%)
Value$3.1M (+$43.0K)
Filed 2026-10-16
Dala Group, LLC
DECREASED
Shares4,117 from 4,535
Change-418 (-9%)
Value$3.1M (-$246.8K)
Filed 2026-10-29
Midwest Financial Group LLC
DECREASED
Shares4,109 from 4,282
Change-173 (-4%)
Value$3.1M (-$64.5K)
Filed 2026-10-15
Independent Wealth Advisors LLC
DECREASED
Shares4,102 from 4,513
Change-411 (-9%)
Value$3.1M (-$242.2K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares4,101 from 3,841
Change+260 (+7%)
Value$3.1M (+$259.6K)
Filed 2026-11-03
Alpha Wealth Funds, LLC
DECREASED
Shares4,097 from 5,103
Change-1,006 (-20%)
Value$3.1M (-$685.7K)
Filed 2026-11-05
Arch Global Advisors, LLC
DECREASED
Shares4,092 from 4,123
Change-31 (-1%)
Value$3.1M (+$41.9K)
Filed 2026-10-23
Wallington Asset Management, LLC
DECREASED
Shares4,092 from 4,107
Change-15 (0%)
Value$3.1M (+$53.7K)
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares4,088 from 4,088
Change0 (0%)
Value$3.1M (+$64.8K)
Filed 2026-10-05
Rockwood Wealth Management, LLC
DECREASED
Shares4,087 from 4,622
Change-535 (-12%)
Value$3.1M (-$334.7K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares4,080
Change+4,080
Value$3.1M
Filed 2026-10-19
Transce3nd, LLC
INCREASED
Shares4,063 from 2,702
Change+1,361 (+50%)
Value$3.1M (+$1.1M)
Filed 2026-10-26
Longview Financial Advisors, Inc.
DECREASED
Shares4,049 from 4,483
Change-434 (-10%)
Value$3.1M (-$259.4K)
Filed 2026-10-09
Richmond Investment Services, LLC
DECREASED
Shares4,041 from 4,184
Change-143 (-3%)
Value$3.1M (-$43.1K)
Filed 2026-10-29
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares4,032 from 5,580
Change-1,548 (-28%)
Value$3.1M (-$1.1M)
Filed 2026-11-02
Fulton Bank, N.A.
INCREASED
Shares4,023 from 3,723
Change+300 (+8%)
Value$3.1M (+$287.8K)
Filed 2026-10-14
Spring Capital Management, LLC
UNCHANGED
Shares4,004 from 4,004
Change0 (0%)
Value$3.1M (+$63.5K)
Filed 2026-10-09
Uptown Financial Advisors LLC
INCREASED
Shares3,999 from 3,624
Change+375 (+10%)
Value$3.0M (+$343.7K)
Filed 2026-10-15
Traphagen Investment Advisors LLC
INCREASED
Shares3,990 from 3,939
Change+51 (+1%)
Value$3.0M (+$100.7K)
Filed 2026-10-14
McBroom & Associates, LLC
INCREASED
Shares3,986 from 3,152
Change+834 (+26%)
Value$3.0M (+$686.0K)
Filed 2026-10-29
Register Financial Advisors LLC
INCREASED
Shares3,971 from 3,879
Change+92 (+2%)
Value$3.0M (+$132.0K)
Filed 2026-10-23
Chickasaw Capital Management LLC
INCREASED
Shares3,959 from 3,530
Change+429 (+12%)
Value$3.0M (+$3.0M)
Filed 2026-10-08
WealthPoint Financial, LLC
DECREASED
Shares3,955 from 4,549
Change-594 (-13%)
Value$3.0M (-$380.9K)
Filed 2026-11-03
MW Advisory, LLC
DECREASED
Shares3,939 from 4,758
Change-819 (-17%)
Value$3.0M (-$549.2K)
Filed 2026-10-19
Maia Wealth LLC
INCREASED
Shares3,938 from 3,456
Change+482 (+14%)
Value$3.0M (+$422.8K)
Filed 2026-10-19
Freestate Advisors LLC
DECREASED
Shares3,932 from 4,958
Change-1,026 (-21%)
Value$3.0M (-$704.0K)
Filed 2026-10-09
Olistico Wealth, LLC
DECREASED
Shares3,932 from 3,935
Change-3 (0%)
Value$3.0M (+$60.2K)
Filed 2026-10-05
Zevenbergen Capital Investments LLC
UNCHANGED
Shares3,931 from 3,931
Change0 (0%)
Value$3.0M (+$63.1K)
Filed 2026-10-08
First County Bank
DECREASED
Shares3,921 from 3,931
Change-10 (0%)
Value$3.0M (+$54.7K)
Filed 2026-10-13
Client First Capital LLC
INCREASED
Shares3,920 from 435
Change+3,485 (+801%)
Value$3.0M (+$2.7M)
Filed 2026-10-22
Upper Left Wealth Management, LLC
INCREASED
Shares3,917 from 3,178
Change+739 (+23%)
Value$3.0M (+$613.7K)
Filed 2026-10-14
Manchester Financial Inc
INCREASED
Shares3,902 from 3,850
Change+52 (+1%)
Value$3.0M (+$100.7K)
Filed 2026-10-15
Chung Wu Investment Group, LLC
INCREASED
Shares3,900 from 3,880
Change+20 (+1%)
Value$3.0M (+$76.8K)
Filed 2026-11-03
Burford Brothers, Inc.
DECREASED
Shares3,886 from 3,892
Change-6 (0%)
Value$3.0M (+$57.2K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares3,877 from 1,682
Change+2,195 (+131%)
Value$3.0M (+$1.7M)
Filed 2026-10-29
Gainline Financial Partners, LLC
INCREASED
Shares3,869 from 3,738
Change+131 (+4%)
Value$3.0M (+$159.0K)
Filed 2026-10-15
Williams & Novak Wealth Management, LLC
INCREASED
Shares3,866 from 3,767
Change+99 (+3%)
Value$2.9M (+$135.2K)
Filed 2026-10-09
Burney Co/
INCREASED
Shares3,852 from 3,770
Change+82 (+2%)
Value$2.9M (+$122.2K)
Filed 2026-10-15
Sawgrass Asset Management LLC
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$2.9M (+$61.0K)
Filed 2026-11-03
Cambridge Advisors Inc.
INCREASED
Shares3,827 from 3,786
Change+41 (+1%)
Value$2.9M (+$91.4K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares3,825
Change+3,825
Value$2.9M
Filed 2026-10-14
Yardley Wealth Management LLC
UNCHANGED
Shares3,812 from 3,812
Change0 (0%)
Value$2.9M (+$60.6K)
Filed 2026-10-23
Sugar Maple Asset Management, LLC
DECREASED
Shares3,803 from 4,053
Change-250 (-6%)
Value$2.9M (-$126.4K)
Filed 2026-10-13
Renaissance Investment Group LLC
INCREASED
Shares3,797 from 3,521
Change+276 (+8%)
Value$2.9M (+$266.7K)
Filed 2026-10-28
Bright Financial Advisors, Inc.
DECREASED
Shares3,796 from 3,831
Change-35 (-1%)
Value$2.9M (+$33.8K)
Filed 2026-10-23
Optima Capital LLC
DECREASED
Shares3,783 from 7,086
Change-3,303 (-47%)
Value$2.9M (-$2.4M)
Filed 2026-10-29
James Investment Research, Inc.
INCREASED
Shares3,782 from 3,769
Change+13 (+0%)
Value$2.9M (+$69.7K)
Filed 2026-10-22
Tactive Advisors, LLC
DECREASED
Shares3,776 from 4,524
Change-748 (-17%)
Value$2.9M (-$498.9K)
Filed 2026-10-08
Sheets Smith Wealth Management
INCREASED
Shares3,772 from 3,737
Change+35 (+1%)
Value$2.9M (+$85.8K)
Filed 2026-10-16
Westside Investment Management, Inc.
DECREASED
Shares3,769 from 3,994
Change-225 (-6%)
Value$2.9M (-$107.0K)
Filed 2026-11-02
Able Wealth Management LLC
DECREASED
Shares3,766 from 3,956
Change-190 (-5%)
Value$2.9M (-$36.1K)
Filed 2026-10-13
Pacific Center for Financial Services
DECREASED
Shares3,757 from 3,781
Change-24 (-1%)
Value$2.9M (+$41.8K)
Filed 2026-10-15
Redwood Family Wealth LLC
INCREASED
Shares3,754 from 3,745
Change+9 (+0%)
Value$2.9M (+$65.9K)
Filed 2026-10-20
Kornitzer Capital Management Inc
DECREASED
Shares3,747 from 3,882
Change-135 (-3%)
Value$2.9M (-$41.4K)
Filed 2026-11-03
Middleton & Co Inc
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$2.9M (+$59.3K)
Filed 2026-10-23
Sculati Wealth Management, LLC
DECREASED
Shares3,740 from 3,766
Change-26 (-1%)
Value$2.9M (+$110.9K)
Filed 2026-10-19
SYM Financial Corp
INCREASED
Shares3,737 from 3,410
Change+327 (+10%)
Value$2.9M (+$303.5K)
Filed 2026-10-26
Cadinha & Co LLC
DECREASED
Shares3,737 from 3,802
Change-65 (-2%)
Value$2.8M (+$10.7K)
Filed 2026-10-22
ICW Investment Advisors LLC
DECREASED
Shares3,734 from 3,756
Change-22 (-1%)
Value$2.8M (+$42.9K)
Filed 2026-10-27
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares3,725 from 3,750
Change-25 (-1%)
Value$2.8M (+$40.4K)
Filed 2026-10-07
MV Capital Management, Inc.
DECREASED
Shares3,723 from 3,773
Change-50 (-1%)
Value$2.8M (+$21.7K)
Filed 2026-10-29
Heck Capital Advisors, LLC
INCREASED
Shares3,718 from 1,614
Change+2,104 (+130%)
Value$2.8M (+$1.6M)
Filed 2026-10-14
Crown Wealth Group, LLC
INCREASED
Shares3,702 from 3,265
Change+437 (+13%)
Value$2.8M (+$384.9K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
DECREASED
Shares3,701 from 4,073
Change-372 (-9%)
Value$2.8M (-$219.1K)
Filed 2026-10-19
Hughes Financial Services, LLC
DECREASED
Shares3,695 from 3,764
Change-69 (-2%)
Value$2.8M (+$31.9K)
Filed 2026-10-30
Lazari Capital Management, Inc.
INCREASED
Shares3,675 from 3,674
Change+1 (+0%)
Value$2.8M (+$58.6K)
Filed 2026-10-20
Junk Investment Group, LLC
INCREASED
Shares3,674 from 3,169
Change+505 (+16%)
Value$2.8M (+$435.5K)
Filed 2026-10-19
Milestone Asset Management, LLC
DECREASED
Shares3,669 from 18,489
Change-14,820 (-80%)
Value$2.8M (-$11.0M)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares3,668 from 2,627
Change+1,041 (+40%)
Value$2.8M (+$835.7K)
Filed 2026-10-16
Pictet North America Advisors SA
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$2.8M (+$58.1K)
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares3,660 from 3,605
Change+55 (+2%)
Value$2.8M (+$99.1K)
Filed 2026-11-03
Santori & Peters, Inc.
DECREASED
Shares3,660 from 3,711
Change-51 (-1%)
Value$2.8M (+$20.6K)
Filed 2026-10-26
Net Worth Advisory Group
DECREASED
Shares3,652 from 3,690
Change-38 (-1%)
Value$2.8M (+$34.8K)
Filed 2026-10-20
Grove Street Fiduciary, LLC
UNCHANGED
Shares3,651 from 3,651
Change0 (0%)
Value$2.8M (+$57.9K)
Filed 2026-10-13
RTD Financial Advisors, Inc.
DECREASED
Shares3,645 from 3,760
Change-115 (-3%)
Value$2.8M (-$28.1K)
Filed 2026-10-09
TBH Global Asset Management, LLC
DECREASED
Shares3,633 from 4,171
Change-538 (-13%)
Value$2.8M (-$343.9K)
Filed 2026-11-03
Riggs Asset Managment Co. Inc.
INCREASED
Shares3,609 from 2,521
Change+1,088 (+43%)
Value$2.8M (+$869.7K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
DECREASED
Shares3,609 from 4,137
Change-528 (-13%)
Value$2.8M (-$337.1K)
Filed 2026-10-14
Blueline Advisors LLC
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$2.7M (+$57.2K)
Filed 2026-10-15
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares3,601 from 3,582
Change+19 (+1%)
Value$2.7M (+$71.3K)
Filed 2026-11-02
Gibson Capital, LLC
NEW
Shares3,595
Change+3,595
Value$2.7M
Filed 2026-10-23
Riverbridge Partners LLC
INCREASED
Shares3,594 from 1,694
Change+1,900 (+112%)
Value$2.7M (+$1.5M)
Filed 2026-11-05
Chemistry Wealth Management LLC
INCREASED
Shares3,587 from 3,572
Change+15 (+0%)
Value$2.7M (+$67.9K)
Filed 2026-10-16
Financial Council, LLC
DECREASED
Shares3,581 from 3,592
Change-11 (0%)
Value$2.7M (+$48.4K)
Filed 2026-11-02
CFC Planning Co LLC
DECREASED
Shares3,561 from 3,725
Change-164 (-4%)
Value$2.7M (-$65.8K)
Filed 2026-10-28
Merkkuri Wealth Advisors LLC
DECREASED
Shares3,554 from 4,283
Change-729 (-17%)
Value$2.7M (-$487.8K)
Filed 2026-11-03
Lionshead Wealth Management, LLC
DECREASED
Shares3,549 from 3,591
Change-42 (-1%)
Value$2.7M (+$24.9K)
Filed 2026-10-21
Sendero Wealth Management, LLC
INCREASED
Shares3,548 from 1,751
Change+1,797 (+103%)
Value$2.7M (+$1.4M)
Filed 2026-10-14
Coyle Financial Counsel LLC
INCREASED
Shares3,539 from 3,371
Change+168 (+5%)
Value$2.7M (+$181.3K)
Filed 2026-10-28
Droms Strauss Advisors Inc
DECREASED
Shares3,536 from 3,828
Change-292 (-8%)
Value$2.7M (-$162.0K)
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
INCREASED
Shares3,534 from 3,182
Change+352 (+11%)
Value$2.7M (+$318.8K)
Filed 2026-10-26
Wagner Wealth Management, LLC
INCREASED
Shares3,527 from 3,415
Change+112 (+3%)
Value$2.7M (+$139.8K)
Filed 2026-10-21
River Street Advisors LLC
DECREASED
Shares3,517 from 3,533
Change-16 (0%)
Value$2.7M (+$43.8K)
Filed 2026-10-22
Roberts Wealth Advisors, LLC
DECREASED
Shares3,516 from 3,634
Change-118 (-3%)
Value$2.7M (-$32.4K)
Filed 2026-10-14
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares3,515 from 3,515
Change0 (0%)
Value$2.7M (+$55.7K)
Filed 2026-10-19
Fulcrum Asset Management LLP
NEW
Shares3,512
Change+3,512
Value$2.7M
Filed 2026-11-04
GR Financial Group, LLC
DECREASED
Shares3,502 from 3,573
Change-71 (-2%)
Value$2.7M (+$2.7K)
Filed 2026-10-27
Erickson Financial Group, LLC
DECREASED
Shares3,501 from 3,567
Change-66 (-2%)
Value$2.7M (+$6.2K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
DECREASED
Shares3,499 from 3,691
Change-192 (-5%)
Value$2.7M (-$87.5K)
Filed 2026-10-28
Schorn Wealth LLC
DECREASED
Shares3,492 from 3,878
Change-386 (-10%)
Value$2.7M (-$232.7K)
Filed 2026-10-14
Lmcg Investments, LLC
DECREASED
Shares3,482 from 3,600
Change-118 (-3%)
Value$2.7M (-$32.9K)
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares3,478 from 2,313
Change+1,165 (+50%)
Value$2.7M (+$874.7K)
Filed 2026-10-14
Diesslin Group, Inc.
INCREASED
Shares3,470 from 3,317
Change+153 (+5%)
Value$2.6M (+$169.7K)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares3,466 from 3,462
Change+4 (+0%)
Value$2.6M (+$58.0K)
Filed 2026-11-05
Lawson Kroeker Investment Management Inc
INCREASED
Shares3,459 from 2,315
Change+1,144 (+49%)
Value$2.6M (+$909.2K)
Filed 2026-10-22
WoodTrust Financial Corp
INCREASED
Shares3,457 from 2,527
Change+930 (+37%)
Value$2.6K (-$1.9M)
Filed 2026-10-09
Haven Private, LLC
DECREASED
Shares3,455 from 3,466
Change-11 (0%)
Value$2.6M (+$46.6K)
Filed 2026-10-27
Powell Investment Advisors, LLC
DECREASED
Shares3,448 from 3,505
Change-57 (-2%)
Value$2.6M (+$11.8K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
UNCHANGED
Shares3,448 from 3,448
Change0 (0%)
Value$2.6M (+$54.7K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares3,446 from 3,443
Change+3 (+0%)
Value$2.6M (+$56.5K)
Filed 2026-11-02
Violich Capital Management, Inc.
INCREASED
Shares3,444 from 3,381
Change+63 (+2%)
Value$2.6M (+$101.5K)
Filed 2026-10-05
Hoese & Co LLP
UNCHANGED
Shares3,441 from 3,441
Change0 (0%)
Value$2.6M (+$54.6K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
INCREASED
Shares3,436 from 3,370
Change+66 (+2%)
Value$2.6M (+$103.8K)
Filed 2026-10-27
Optimist Retirement Group LLC
INCREASED
Shares3,434 from 3,404
Change+30 (+1%)
Value$2.6M (+$76.8K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares3,432 from 3,472
Change-40 (-1%)
Value$2.6M (+$24.6K)
Filed 2026-10-22
Founders Financial Securities LLC
UNCHANGED
Shares3,432 from 3,432
Change0 (0%)
Value$2.6M (+$54.7K)
Filed 2026-10-28
Delta Capital Management LLC
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$2.6K (+$55)
Filed 2026-10-16
Victory Financial Group, LLC
INCREASED
Shares3,403 from 2,898
Change+505 (+17%)
Value$2.6M (+$431.7K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares3,388 from 2,770
Change+618 (+22%)
Value$2.6M (+$515.3K)
Filed 2026-10-13
Moneywise, Inc.
DECREASED
Shares3,381 from 23,276
Change-19,895 (-85%)
Value$2.6M (-$14.8M)
Filed 2026-10-30
Valley National Advisers Inc
DECREASED
Shares3,380 from 3,393
Change-13 (0%)
Value$2.6M (+$43.3K)
Filed 2026-10-23
Trinity Wealth Management, LLC
NEW
Shares3,378
Change+3,378
Value$2.6M
Filed 2026-10-13
Syntax Research, Inc.
INCREASED
Shares3,369 from 3,364
Change+5 (+0%)
Value$2.6M (+$57.1K)
Filed 2026-11-04
Cottage Street Advisors LLC
DECREASED
Shares3,366 from 3,895
Change-529 (-14%)
Value$2.6M (-$341.8K)
Filed 2026-10-19
TFC Financial Management, Inc.
INCREASED
Shares3,359 from 3,357
Change+2 (+0%)
Value$2.6M (+$55.1K)
Filed 2026-10-26
Winebrenner Capital Management LLC
DECREASED
Shares3,358 from 3,465
Change-107 (-3%)
Value$2.6M (-$26.4K)
Filed 2026-10-07
Blvd Private Wealth, LLC
DECREASED
Shares3,358 from 3,455
Change-97 (-3%)
Value$2.6M (-$19.2K)
Filed 2026-10-14
Members Wealth LLC
DECREASED
Shares3,357 from 3,401
Change-44 (-1%)
Value$2.6M (+$69.7K)
Filed 2026-10-20
ICG Advisors, LLC
DECREASED
Shares3,356 from 3,716
Change-360 (-10%)
Value$2.6M (-$215.9K)
Filed 2026-10-20
Grandfield & Dodd, LLC
DECREASED
Shares3,349 from 3,460
Change-111 (-3%)
Value$2.6M (-$29.8K)
Filed 2026-10-29
Randolph Co Inc
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$2.5M (+$52.9K)
Filed 2026-10-23
Ebert Capital Management Inc.
DECREASED
Shares3,323 from 3,331
Change-8 (0%)
Value$2.5M (+$46.7K)
Filed 2026-10-08
Founders Grove Wealth Partners, LLC
DECREASED
Shares3,314 from 3,322
Change-8 (0%)
Value$2.5M (+$46.6K)
Filed 2026-10-16
Community Financial Services Group, LLC
DECREASED
Shares3,304 from 3,391
Change-87 (-3%)
Value$2.5M (-$4.6K)
Filed 2026-10-15
Ahara Advisors LLC
INCREASED
Shares3,294 from 2,694
Change+600 (+22%)
Value$2.5M (+$500.3K)
Filed 2026-10-29
Tableaux LLC
DECREASED
Shares3,288 from 3,303
Change-15 (0%)
Value$2.5M (+$40.4K)
Filed 2026-10-23
AMI Asset Management Corp
INCREASED
Shares3,275 from 3,085
Change+190 (+6%)
Value$2.5M (+$193.6K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares3,269 from 3,317
Change-48 (-1%)
Value$2.5M (+$16.2K)
Filed 2026-10-20
Centerpoint Advisors, LLC
INCREASED
Shares3,264 from 2,962
Change+302 (+10%)
Value$2.5K (-$2.2M)
Filed 2026-11-05
Valley Wealth Managers, Inc.
DECREASED
Shares3,259 from 3,272
Change-13 (0%)
Value$2.5M (+$42.0K)
Filed 2026-10-09
Occidental Asset Management, LLC
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$2.5M (+$51.9K)
Filed 2026-11-05
Aegis Wealth Management, Inc.
DECREASED
Shares3,246 from 3,421
Change-175 (-5%)
Value$2.5M (-$79.1K)
Filed 2026-10-26
Revisor Wealth Management LLC
DECREASED
Shares3,245 from 3,504
Change-259 (-7%)
Value$2.5M (-$141.7K)
Filed 2026-10-20
Clearview Wealth Management LLC
DECREASED
Shares3,243 from 6,055
Change-2,812 (-46%)
Value$2.5M (-$2.0M)
Filed 2026-10-16
Aire Advisors, LLC
INCREASED
Shares3,243 from 3,235
Change+8 (+0%)
Value$2.5M (+$57.5K)
Filed 2026-10-22
Shaker Investments LLC
INCREASED
Shares3,241 from 2,964
Change+277 (+9%)
Value$2.5M (+$257.8K)
Filed 2026-11-05
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares3,226 from 3,219
Change+7 (+0%)
Value$2.5M (+$56.4K)
Filed 2026-10-27
Auour Investments LLC
DECREASED
Shares3,225 from 3,414
Change-189 (-6%)
Value$2.5M (-$89.4K)
Filed 2026-10-28
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares3,221 from 3,224
Change-3 (0%)
Value$2.5M (+$48.2K)
Filed 2026-10-19
Chapin Davis, Inc.
DECREASED
Shares3,220 from 3,339
Change-119 (-4%)
Value$2.5M (-$38.4K)
Filed 2026-10-09
Liberty Capital Management, Inc.
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$2.5M (+$51.2K)
Filed 2026-11-02
Tannin Capital LLC
DECREASED
Shares3,213 from 3,214
Change-1 (0%)
Value$2.5M (+$50.2K)
Filed 2026-11-05
Culbertson A N & Co Inc
DECREASED
Shares3,208 from 3,249
Change-41 (-1%)
Value$2.4M (+$20.3K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,205 from 2,549
Change+656 (+26%)
Value$2.4M (+$540.0K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$2.4M (+$50.9K)
Filed 2026-10-27
Warren Street Wealth Advisors, LLC
INCREASED
Shares3,200 from 3,198
Change+2 (+0%)
Value$2.4M (+$51.9K)
Filed 2026-11-04
SP Asset Management LLC
DECREASED
Shares3,188 from 3,200
Change-12 (0%)
Value$2.4M (+$41.1K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,181 from 3,076
Change+105 (+3%)
Value$2.4M (+$128.4K)
Filed 2026-10-16
Wealth Group Ltd
INCREASED
Shares3,174 from 3,137
Change+37 (+1%)
Value$2.4M (+$100.2K)
Filed 2026-10-07
North Berkeley Wealth Management, LLC
INCREASED
Shares3,167 from 3,158
Change+9 (+0%)
Value$2.4M (+$56.8K)
Filed 2026-11-02
Bayshore Capital Advisors, LLC
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$2.4M (+$50.0K)
Filed 2026-11-02
Elevatus Welath Management
INCREASED
Shares3,147 from 3,007
Change+140 (+5%)
Value$2.4M (+$153.6K)
Filed 2026-10-19
Stevens Capital Partners
INCREASED
Shares3,144 from 3,129
Change+15 (+0%)
Value$2.4M (+$61.0K)
Filed 2026-10-29
Core Wealth Partners LLC
INCREASED
Shares3,143 from 2,511
Change+632 (+25%)
Value$2.4M (+$522.1K)
Filed 2026-11-02
Lionsbridge Wealth Management LLC
INCREASED
Shares3,133 from 2,358
Change+775 (+33%)
Value$2.4M (+$628.4K)
Filed 2026-10-26
Banta Asset Management LP
INCREASED
Shares3,133 from 2,958
Change+175 (+6%)
Value$2.4M (+$180.4K)
Filed 2026-11-02
Sentry LLC
INCREASED
Shares3,130 from 3,113
Change+17 (+1%)
Value$2.4M (+$62.3K)
Filed 2026-10-30
Buckhead Capital Management LLC
DECREASED
Shares3,128 from 3,205
Change-77 (-2%)
Value$2.4M (-$8.4K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$2.4M (+$107.3K)
Filed 2026-10-19
Arwa LLC
DECREASED
Shares3,115 from 3,596
Change-481 (-13%)
Value$2.4M (-$275.7K)
Filed 2026-10-21
Winthrop Capital Management, LLC
INCREASED
Shares3,109 from 3,108
Change+1 (+0%)
Value$2.4M (+$49.9K)
Filed 2026-11-05
Selective Wealth Management, Inc.
DECREASED
Shares3,094 from 3,107
Change-13 (0%)
Value$2.4M (+$78.1K)
Filed 2026-10-16
Fairman Group, LLC
INCREASED
Shares3,093 from 2,374
Change+719 (+30%)
Value$2.4M (+$587.6K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares3,092 from 2,288
Change+804 (+35%)
Value$2.4M (+$649.3K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares3,087 from 814
Change+2,273 (+279%)
Value$2.4M (+$1.7M)
Filed 2026-11-03
Whalen Wealth Management Inc.
INCREASED
Shares3,070 from 1,680
Change+1,390 (+83%)
Value$2.3M (+$1.1M)
Filed 2026-10-08
21 West Wealth Management LLC
UNCHANGED
Shares3,069 from 3,069
Change0 (0%)
Value$2.3M (+$48.7K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,056 from 3,056
Change0 (0%)
Value$2.3M (+$48.5K)
Filed 2026-10-05
May Hill Capital, LLC
INCREASED
Shares3,048 from 2,927
Change+121 (+4%)
Value$2.3M (+$138.8K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares3,038 from 3,053
Change-15 (0%)
Value$2.3M (+$37.0K)
Filed 2026-11-03
Strategic Advisors LLC
DECREASED
Shares3,017 from 3,189
Change-172 (-5%)
Value$2.3M (-$81.1K)
Filed 2026-10-13
Hall Laurie J Trustee
INCREASED
Shares3,016 from 2,977
Change+39 (+1%)
Value$2.3M (+$77.0K)
Filed 2026-10-06
AM Investment Strategies LLC
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$2.3K (+$48)
Filed 2026-11-05
Fiduciary Family Office, LLC
DECREASED
Shares3,003 from 3,029
Change-26 (-1%)
Value$2.3M (+$27.6K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares2,995 from 4,104
Change-1,109 (-27%)
Value$2.3M (-$780.6K)
Filed 2026-10-15
Mainstream Capital Management LLC
DECREASED
Shares2,989 from 3,473
Change-484 (-14%)
Value$2.3M (-$314.0K)
Filed 2026-10-23
Sutton Place Investors LLC
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$2.3M (+$47.4K)
Filed 2026-10-20
Elevated Private Wealth, LLC
INCREASED
Shares2,985 from 1,624
Change+1,361 (+84%)
Value$2.3M (+$1.1M)
Filed 2026-10-15
Shepherd Street Advisors LLC
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$2.3M (+$70.9K)
Filed 2026-10-21
Rudd Co d/b/a Styre Wealth
NEW
Shares2,974
Change+2,974
Value$2.3M
Filed 2026-10-29
Richard P Slaughter Associates Inc
INCREASED
Shares2,968 from 57
Change+2,911 (+5107%)
Value$2.3M (+$2.2M)
Filed 2026-10-13
Ejmk Ventures LLC
DECREASED
Shares2,967 from 3,083
Change-116 (-4%)
Value$2.3M (-$39.7K)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares2,960 from 2,707
Change+253 (+9%)
Value$2.3M (+$236.0K)
Filed 2026-10-19
Cannon Financial Strategists, Inc.
INCREASED
Shares2,959 from 2,952
Change+7 (+0%)
Value$2.3M (+$52.2K)
Filed 2026-10-19
Hippocratic Financial Advisors, LLC
DECREASED
Shares2,957 from 2,979
Change-22 (-1%)
Value$2.3M (+$30.5K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
DECREASED
Shares2,956 from 2,963
Change-7 (0%)
Value$2.3M (+$41.2K)
Filed 2026-10-16
Accredited Investor Services, LLC
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$2.3M (+$46.9K)
Filed 2026-10-22
Taylor Financial Group, Inc.
UNCHANGED
Shares2,941 from 2,941
Change0 (0%)
Value$2.2M (+$46.6K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,940 from 3,124
Change-184 (-6%)
Value$2.2M (-$90.7K)
Filed 2026-10-15
Argentarii, LLC
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$2.2M (-$23.3K)
Filed 2026-10-28
Trail Ridge Investment Advisors, LLC
DECREASED
Shares2,923 from 2,926
Change-3 (0%)
Value$2.2M (+$44.1K)
Filed 2026-10-16
Alterna Wealth Management, Inc
DECREASED
Shares2,917 from 3,997
Change-1,080 (-27%)
Value$2.2M (-$760.6K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
INCREASED
Shares2,912 from 1,052
Change+1,860 (+177%)
Value$2.2M (+$1.4M)
Filed 2026-10-21
Tenet Wealth Partners, LLC
DECREASED
Shares2,911 from 2,936
Change-25 (-1%)
Value$2.2M (+$50.0K)
Filed 2026-10-19
Portus Wealth Advisors, LLC
DECREASED
Shares2,904 from 3,007
Change-103 (-3%)
Value$2.2M (-$30.8K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares2,895 from 2,688
Change+207 (+8%)
Value$2.2M (+$199.9K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares2,888 from 2,870
Change+18 (+1%)
Value$2.2M (+$59.6K)
Filed 2026-10-28
Brooklyn FI, LLC
INCREASED
Shares2,885 from 2,410
Change+475 (+20%)
Value$2.2M (+$411.1K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
INCREASED
Shares2,885 from 2,752
Change+133 (+5%)
Value$2.2M (+$145.5K)
Filed 2026-11-02
Sava Infond d.o.o.
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$2.2M (+$45.7K)
Filed 2026-10-28
Floyd Financial Group LLC
INCREASED
Shares2,853 from 2,735
Change+118 (+4%)
Value$2.2M (+$163.4K)
Filed 2026-10-28
Silverleafe Capital Partners, LLC
INCREASED
Shares2,845 from 2,814
Change+31 (+1%)
Value$2.2M (+$67.8K)
Filed 2026-10-02
Convergence Financial, LLC
DECREASED
Shares2,836 from 3,949
Change-1,113 (-28%)
Value$2.2M (-$786.6K)
Filed 2026-10-27
Plan A Wealth LLC
INCREASED
Shares2,824 from 2,005
Change+819 (+41%)
Value$2.2M (+$657.0K)
Filed 2026-10-08
Westbourne Investment Advisors, Inc.
INCREASED
Shares2,824 from 2,652
Change+172 (+6%)
Value$2.2M (+$173.2K)
Filed 2026-10-20
Aureum Wealth Management, LLC
DECREASED
Shares2,817 from 2,829
Change-12 (0%)
Value$2.1M (+$35.7K)
Filed 2026-10-15
Summit Investment Advisory Services, LLC
DECREASED
Shares2,811 from 2,881
Change-70 (-2%)
Value$2.1M (-$7.7K)
Filed 2026-11-03
Lighthouse Financial LLC
INCREASED
Shares2,808 from 435
Change+2,373 (+546%)
Value$2.1M (+$1.8M)
Filed 2026-10-23
Peck Wealth Management, LLC
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$2.1M (+$44.5K)
Filed 2026-10-29
Cane Capital Partners, LLC
INCREASED
Shares2,802 from 2,730
Change+72 (+3%)
Value$2.1M (+$98.5K)
Filed 2026-10-23
Corda Investment Management, Llc.
INCREASED
Shares2,792 from 2,746
Change+46 (+2%)
Value$2.1M (+$78.7K)
Filed 2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,792 from 2,767
Change+25 (+1%)
Value$2.1M (+$62.8K)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares2,783
Change+2,783
Value$1.3K
Filed 2026-10-02
D.B. Root & Company, LLC
DECREASED
Shares2,775 from 2,841
Change-66 (-2%)
Value$2.1M (-$5.1K)
Filed 2026-11-04
Saxony Capital Management, LLC
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$2.1M (+$43.9K)
Filed 2026-10-15
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,751
Change+2,751
Value$2.1M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares2,751 from 2,879
Change-128 (-4%)
Value$2.1M (-$52.0K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
DECREASED
Shares2,749 from 2,778
Change-29 (-1%)
Value$2.1M (+$21.7K)
Filed 2026-11-02
Reflection Asset Management
INCREASED
Shares2,749 from 2,733
Change+16 (+1%)
Value$2.1M (+$55.7K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
DECREASED
Shares2,745 from 2,799
Change-54 (-2%)
Value$2.1M (+$3.6K)
Filed 2026-10-21
Cora Capital Advisors LLC
INCREASED
Shares2,745 from 2,726
Change+19 (+1%)
Value$2.1M (+$57.8K)
Filed 2026-11-02
TigerOak Management, L.L.C.
DECREASED
Shares2,737 from 2,890
Change-153 (-5%)
Value$2.1M (-$70.8K)
Filed 2026-10-23
Narus Financial Partners, LLC
DECREASED
Shares2,737 from 2,868
Change-131 (-5%)
Value$2.1M (-$54.4K)
Filed 2026-10-19
Sather Financial Group Inc
DECREASED
Shares2,734 from 2,741
Change-7 (0%)
Value$2.1M (+$38.1K)
Filed 2026-10-30
Radnor Capital Management, LLC
DECREASED
Shares2,731 from 2,791
Change-60 (-2%)
Value$2.1M (-$1.5K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares2,730 from 2,761
Change-31 (-1%)
Value$2.1M (+$20.2K)
Filed 2026-10-20
Gables Capital Management Inc.
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$2.1M (+$43.3K)
Filed 2026-11-04
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$2.1M (+$43.3K)
Filed 2026-11-02
Advanced Asset Management Advisors Inc
INCREASED
Shares2,726 from 2,368
Change+358 (+15%)
Value$2.1M (+$310.6K)
Filed 2026-10-20
Gladwyn Financial Advisors, Inc.
DECREASED
Shares2,726 from 2,762
Change-36 (-1%)
Value$2.1M (+$16.4K)
Filed 2026-10-05
R2 Capital Strategies, LLC
INCREASED
Shares2,725 from 2,635
Change+90 (+3%)
Value$2.1M (+$109.8K)
Filed 2026-10-15
Cambridge Financial Group, LLC
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-06
Proathlete Wealth Management LLC
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$2.1M (+$43.2K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED
Shares2,714 from 2,714
Change0 (0%)
Value$2.1M (+$43.0K)
Filed 2026-10-16
Argyle Capital Partners, LLC
INCREASED
Shares2,710 from 2,460
Change+250 (+10%)
Value$2.1M (+$229.7K)
Filed 2026-10-23
Cowa, LLC
DECREASED
Shares2,700 from 2,723
Change-23 (-1%)
Value$2.1M (+$25.6K)
Filed 2026-10-30
First Bancorp, Inc
DECREASED
Shares2,696 from 2,714
Change-18 (-1%)
Value$2.1M (+$29.3K)
Filed 2026-10-26
Bill Few Associates, Inc.
DECREASED
Shares2,692 from 2,951
Change-259 (-9%)
Value$2.1M (-$150.7K)
Filed 2026-10-09
Prosperity Financial Group, Inc.
DECREASED
Shares2,691 from 2,696
Change-5 (0%)
Value$2.1M (+$39.0K)
Filed 2026-10-29
Manske Wealth Management
DECREASED
Shares2,689 from 2,806
Change-117 (-4%)
Value$2.1M (-$44.7K)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares2,686 from 2,675
Change+11 (+0%)
Value$2.0M (+$50.9K)
Filed 2026-10-22
Oath Planning, LLC
INCREASED
Shares2,682 from 2,472
Change+210 (+9%)
Value$2.0M (+$199.5K)
Filed 2026-10-20
Sensible Money, LLC
DECREASED
Shares2,674 from 2,849
Change-175 (-6%)
Value$2.0M (-$88.2K)
Filed 2026-10-20
Excalibur Management Corp
DECREASED
Shares2,665 from 2,833
Change-168 (-6%)
Value$2.0M (-$83.2K)
Filed 2026-11-02
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$2.0K (-$2.0M)
Filed 2026-10-28
Trace Wealth Advisors, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$2.0M (+$42.0K)
Filed 2026-10-30
Stillwater Wealth Management Group
INCREASED
Shares2,646 from 1,123
Change+1,523 (+136%)
Value$2.0M (+$1.2M)
Filed 2026-10-21
Cambridge Capital Management, LLC
INCREASED
Shares2,646 from 2,595
Change+51 (+2%)
Value$2.0M (+$80.0K)
Filed 2026-10-19
Independent Wealth Network Inc.
DECREASED
Shares2,646 from 2,667
Change-21 (-1%)
Value$2.0M (+$26.1K)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
DECREASED
Shares2,644 from 2,744
Change-100 (-4%)
Value$2.0M (-$32.7K)
Filed 2026-10-13
Wolff Wiese Magana LLC
INCREASED
Shares2,643 from 2,575
Change+68 (+3%)
Value$2.0M (+$92.6K)
Filed 2026-10-15
Capital Investment Counsel, Inc
INCREASED
Shares2,642 from 2,638
Change+4 (+0%)
Value$2.0M (+$44.9K)
Filed 2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares2,628 from 6,564
Change-3,936 (-60%)
Value$2.0M (-$2.9M)
Filed 2026-10-15
Baxter Bros Inc
INCREASED
Shares2,626 from 2,606
Change+20 (+1%)
Value$2.0M (+$56.6K)
Filed 2026-11-04
Unify Financial Advisors
UNCHANGED
Shares2,626 from 2,626
Change0 (0%)
Value$2.0M (+$41.6K)
Filed 2026-11-03
Park Edge Advisors, LLC
DECREASED
Shares2,621 from 2,666
Change-45 (-2%)
Value$2.0M (+$7.6K)
Filed 2026-10-28
Index Fund Advisors, Inc.
DECREASED
Shares2,619 from 2,697
Change-78 (-3%)
Value$2.0M (-$16.9K)
Filed 2026-11-05
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$2.0M (+$41.4K)
Filed 2026-10-22
Redw Wealth LLC
DECREASED
Shares2,600 from 2,678
Change-78 (-3%)
Value$2.0M (-$16.9K)
Filed 2026-11-02
Strata Wealth Advisors, LLC
DECREASED
Shares2,597 from 2,604
Change-7 (0%)
Value$2.0M (+$36.0K)
Filed 2026-10-16
Investment Management Trust, LLC
INCREASED
Shares2,595 from 2,579
Change+16 (+1%)
Value$2.0M (+$53.6K)
Filed 2026-11-05
National Wealth Management Group, LLC
DECREASED
Shares2,594 from 2,650
Change-56 (-2%)
Value$2.0M (-$624)
Filed 2026-10-26
Asset One Wealth Management LLC
INCREASED
Shares2,589 from 1,281
Change+1,308 (+102%)
Value$2.0M (+$1.0M)
Filed 2026-11-02
Clark Asset Management, LLC
INCREASED
Shares2,587 from 2,087
Change+500 (+24%)
Value$2.0M (+$415.0K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
DECREASED
Shares2,586 from 2,598
Change-12 (0%)
Value$2.0M (+$31.9K)
Filed 2026-10-28
Forbes Financial Planning, Inc.
DECREASED
Shares2,585 from 2,795
Change-210 (-8%)
Value$2.0M (-$115.8K)
Filed 2026-10-23
Leslie Global Wealth, LLC
INCREASED
Shares2,582 from 1,930
Change+652 (+34%)
Value$2.0M (+$527.8K)
Filed 2026-10-26
Country Trust Bank
DECREASED
Shares2,574 from 2,715
Change-141 (-5%)
Value$2.0M (-$64.5K)
Filed 2026-10-30
Everhart Financial Group, Inc.
INCREASED
Shares2,574 from 2,521
Change+53 (+2%)
Value$2.0M (+$80.4K)
Filed 2026-10-08
Centurion Wealth Management LLC
DECREASED
Shares2,573 from 2,659
Change-86 (-3%)
Value$2.0M (-$24.0K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares2,562 from 2,148
Change+414 (+19%)
Value$2.0M (+$349.2K)
Filed 2026-10-19
Tranquility Partners, LLC
DECREASED
Shares2,559 from 2,569
Change-10 (0%)
Value$2.0M (+$33.1K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares2,555 from 2,207
Change+348 (+16%)
Value$1.9M (+$300.4K)
Filed 2026-11-02
Seamount Financial Group Inc
INCREASED
Shares2,555 from 2,395
Change+160 (+7%)
Value$1.9M (+$160.3K)
Filed 2026-10-21
Meridian Financial Advisors, LLC
DECREASED
Shares2,545 from 2,611
Change-66 (-3%)
Value$1.9M (-$8.9K)
Filed 2026-10-14
Holos Integrated Wealth LLC
INCREASED
Shares2,541 from 2,366
Change+175 (+7%)
Value$1.9M (+$178.6K)
Filed 2026-10-23
Altus Wealth Management, LLC
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$1.9M (+$40.3K)
Filed 2026-10-13
Avalon Capital Management
INCREASED
Shares2,540 from 2,136
Change+404 (+19%)
Value$1.9M (+$341.5K)
Filed 2026-11-04
Independence Wealth Advisors, LLC
DECREASED
Shares2,533 from 2,799
Change-266 (-9%)
Value$1.9M (-$158.0K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares2,532 from 2,595
Change-63 (-2%)
Value$1.9M (-$6.7K)
Filed 2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,524 from 2,514
Change+10 (+0%)
Value$1.9M (+$47.6K)
Filed 2026-11-04
Pioneer Family Office, LLC
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$1.9M (+$40.0K)
Filed 2026-10-30
Bell Investment Advisors, Inc
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$1.9M (+$39.9K)
Filed 2026-10-29
Geneva Partners, LLC
DECREASED
Shares2,512 from 2,558
Change-46 (-2%)
Value$1.9M (+$5.7K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
INCREASED
Shares2,509 from 2,504
Change+5 (+0%)
Value$1.9M (+$43.3K)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
INCREASED
Shares2,507 from 437
Change+2,070 (+474%)
Value$1.9M (+$1.6M)
Filed 2026-10-20
Lantz Financial LLC
DECREASED
Shares2,504 from 2,604
Change-100 (-4%)
Value$1.9M (-$35.0K)
Filed 2026-10-15
55 North Private Wealth, LLC
INCREASED
Shares2,503 from 2,445
Change+58 (+2%)
Value$1.9M (+$83.0K)
Filed 2026-10-20
Friday Financial
INCREASED
Shares2,502 from 302
Change+2,200 (+728%)
Value$1.9M (+$1.7M)
Filed 2026-10-09
OceanIQ Capital, LLC
INCREASED
Shares2,500 from 1,977
Change+523 (+26%)
Value$1.9M (+$421.6K)
Filed 2026-10-19
Primoris Wealth Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$1.9M (+$39.7K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
INCREASED
Shares2,495 from 1,973
Change+522 (+26%)
Value$1.9M (+$429.5K)
Filed 2026-10-13
Portland Financial Advisors Inc
DECREASED
Shares2,487 from 2,908
Change-421 (-14%)
Value$1.9M (-$274.9K)
Filed 2026-10-26
Asset Advisors Investment Management, LLC
DECREASED
Shares2,473 from 2,515
Change-42 (-2%)
Value$1.9M (+$7.9K)
Filed 2026-10-19
Wealth Preservation Advisors, LLC
DECREASED
Shares2,469 from 2,482
Change-13 (-1%)
Value$1.9M (+$28.9K)
Filed 2026-11-05
Insight Wealth Partners, LLC
DECREASED
Shares2,465 from 601,827
Change-599,362 (-100%)
Value$1.9M (-$447.5M)
Filed 2026-10-26
Ulland Investment Advisors, LLC
DECREASED
Shares2,463 from 2,502
Change-39 (-2%)
Value$1.9K (+$10)
Filed 2026-10-13
Abundance Wealth Counselors
DECREASED
Shares2,459 from 2,659
Change-200 (-8%)
Value$1.9M (-$110.4K)
Filed 2026-10-26
Dodds Wealth, LLC
INCREASED
Shares2,458 from 2,426
Change+32 (+1%)
Value$1.9M (+$62.8K)
Filed 2026-11-02
Wiser Wealth Management, Inc
DECREASED
Shares2,457 from 2,692
Change-235 (-9%)
Value$1.9M (-$137.2K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares2,456 from 1,441
Change+1,015 (+70%)
Value$1.9M (+$797.1K)
Filed 2026-10-14
LEE Danner & Bass Inc
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$1.9M (+$38.7K)
Filed 2026-10-27
Formidable Asset Management, LLC
DECREASED
Shares2,441 from 2,630
Change-189 (-7%)
Value$1.8M (+$239.9K)
Filed 2026-11-03
InTrack Investment Management Inc
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$1.9M (+$38.6K)
Filed 2026-10-15
Cookson Peirce & Co Inc
INCREASED
Shares2,430 from 2,210
Change+220 (+10%)
Value$1.9M (+$203.0K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
INCREASED
Shares2,402 from 2,305
Change+97 (+4%)
Value$1.8M (+$110.7K)
Filed 2026-10-26
Gouws Capital LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$1.8M (+$38.1K)
Filed 2026-10-09
AAF Wealth Management, LLC
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$1.8M (+$38.1K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares2,393 from 2,393
Change0 (0%)
Value$1.8M (+$38.0K)
Filed 2026-10-28
United Asset Strategies, Inc.
DECREASED
Shares2,390 from 2,850
Change-460 (-16%)
Value$1.8M (-$305.7K)
Filed 2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares2,390 from 2,365
Change+25 (+1%)
Value$1.8M (+$56.6K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares2,379
Change+2,379
Value$1.8M
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$1.8K (-$1.8M)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
DECREASED
Shares2,369 from 2,983
Change-614 (-21%)
Value$1.8M (-$422.9K)
Filed 2026-10-29
Townsend Asset Management Corp
DECREASED
Shares2,368 from 2,378
Change-10 (0%)
Value$1.8M (+$30.3K)
Filed 2026-10-29
San Luis Wealth Advisors LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$1.8M (+$37.7K)
Filed 2026-10-27
AWM Capital, LLC
INCREASED
Shares2,363 from 2,359
Change+4 (+0%)
Value$1.8M (+$41.1K)
Filed 2026-10-16
Kelly Financial Services LLC
DECREASED
Shares2,355 from 2,595
Change-240 (-9%)
Value$1.8M (-$142.5K)
Filed 2026-10-20
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$1.8M (+$37.2K)
Filed 2026-10-23
Retirement Investment Advisors, Inc.
DECREASED
Shares2,344 from 2,390
Change-46 (-2%)
Value$1.8M (-$2.9K)
Filed 2026-10-22
Riverbend Wealth Management, LLC
INCREASED
Shares2,342 from 2,340
Change+2 (+0%)
Value$1.8M (+$38.7K)
Filed 2026-10-15
M. Kraus & Co
DECREASED
Shares2,340 from 2,353
Change-13 (-1%)
Value$1.8M (+$27.4K)
Filed 2026-10-20
SMI Advisory Services, LLC
INCREASED
Shares2,334 from 2,333
Change+1 (+0%)
Value$1.8M (+$64.4K)
Filed 2026-10-13
Marathon Capital Management
DECREASED
Shares2,332 from 2,412
Change-80 (-3%)
Value$1.8M (-$22.7K)
Filed 2026-10-23
Triton Wealth Management, Pllc
INCREASED
Shares2,329 from 2,302
Change+27 (+1%)
Value$1.8M (+$44.0K)
Filed 2026-11-04
Rose Capital Advisors LLC
INCREASED
Shares2,325 from 810
Change+1,515 (+187%)
Value$1.8M (+$1.2M)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares2,324 from 2,294
Change+30 (+1%)
Value$1.8M (+$59.3K)
Filed 2026-10-21
Granville Capital, Inc.
DECREASED
Shares2,313 from 3,167
Change-854 (-27%)
Value$1.8M (-$601.0K)
Filed 2026-11-05
Adelphi Trust Co
INCREASED
Shares2,310 from 1,796
Change+514 (+29%)
Value$1.8M (+$420.5K)
Filed 2026-10-05
Marino, Stram & Associates LLC
INCREASED
Shares2,308 from 2,254
Change+54 (+2%)
Value$1.8M (+$76.6K)
Filed 2026-10-22
Davis Capital Management
DECREASED
Shares2,306 from 2,312
Change-6 (0%)
Value$1.8M (+$32.1K)
Filed 2026-10-08
Capital CS Group, LLC
INCREASED
Shares2,305 from 2,233
Change+72 (+3%)
Value$1.8M (+$90.1K)
Filed 2026-10-29
Missouri Trust & Investment Co
DECREASED
Shares2,295 from 2,345
Change-50 (-2%)
Value$1.8M (-$1.5K)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares2,291 from 2,325
Change-34 (-1%)
Value$1.7M (+$11.2K)
Filed 2026-10-19
Columbia Bank
INCREASED
Shares2,288 from 2,287
Change+1 (+0%)
Value$1.7M (+$37.0K)
Filed 2026-10-29
Westhampton Capital, LLC
DECREASED
Shares2,287 from 2,391
Change-104 (-4%)
Value$1.7M (-$41.4K)
Filed 2026-10-30
Mattern Capital Management, LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$1.7M (+$36.2K)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares2,281 from 2,276
Change+5 (+0%)
Value$1.7M (+$40.1K)
Filed 2026-10-09
Leuthold Group, LLC
INCREASED
Shares2,280 from 1,364
Change+916 (+67%)
Value$1.7M (+$720.2K)
Filed 2026-11-04
Weatherly Asset Management L. P.
INCREASED
Shares2,275 from 2,152
Change+123 (+6%)
Value$1.7M (+$128.4K)
Filed 2026-10-20
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$1.7M (+$35.8K)
Filed 2026-10-19
Piscataqua Savings Bank
DECREASED
Shares2,253 from 2,285
Change-32 (-1%)
Value$1.7M (+$11.8K)
Filed 2026-10-21
Fourpath Capital Management, LLC
DECREASED
Shares2,241 from 2,252
Change-11 (0%)
Value$1.7M (+$27.3K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
INCREASED
Shares2,235 from 2,115
Change+120 (+6%)
Value$1.7M (+$125.3K)
Filed 2026-10-30
Vaughan David Investments LLC
DECREASED
Shares2,229 from 2,633
Change-404 (-15%)
Value$1.7K (-$2.0M)
Filed 2026-11-05
First Premier Bank
DECREASED
Shares2,229 from 2,239
Change-10 (0%)
Value$1.7K (+$28)
Filed 2026-10-13
Beacon Wealthcare LLC
INCREASED
Shares2,224 from 2,222
Change+2 (+0%)
Value$1.7M (+$36.8K)
Filed 2026-10-02
First Command Advisory Services, Inc.
DECREASED
Shares2,217 from 2,340
Change-123 (-5%)
Value$1.7M (-$53.4K)
Filed 2026-11-05
Cypress Asset Management Inc
DECREASED
Shares2,217 from 2,227
Change-10 (0%)
Value$1.7M (+$27.7K)
Filed 2026-10-09
Wealth Alliance Advisory Group, LLC
DECREASED
Shares2,213 from 2,285
Change-72 (-3%)
Value$1.7M (-$19.3K)
Filed 2026-10-14
Viewpoint Capital Management LLC
NEW
Shares2,210
Change+2,210
Value$1.7M
Filed 2026-10-27
Define Financial, LLC
INCREASED
Shares2,208 from 1,983
Change+225 (+11%)
Value$1.7M (+$202.6K)
Filed 2026-10-14
Parthenon LLC
UNCHANGED
Shares2,204 from 2,204
Change0 (0%)
Value$1.7M (+$35.0K)
Filed 2026-10-22
Sentinel Advisory Group, LLC
DECREASED
Shares2,199 from 2,206
Change-7 (0%)
Value$1.7M (+$29.6K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares2,193 from 2,193
Change0 (0%)
Value$1.7M (+$34.8K)
Filed 2026-11-03
Capital Investment Counsel, LLC
DECREASED
Shares2,189 from 2,541
Change-352 (-14%)
Value$1.7M (-$228.0K)
Filed 2026-10-14
TTP Investments, Inc.
INCREASED
Shares2,182 from 1,871
Change+311 (+17%)
Value$1.7M (+$266.5K)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares2,179 from 1,892
Change+287 (+15%)
Value$1.7M (+$249.1K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares2,174 from 2,198
Change-24 (-1%)
Value$1.7M (+$16.2K)
Filed 2026-10-28
Portside Wealth Group, LLC
DECREASED
Shares2,169 from 2,184
Change-15 (-1%)
Value$1.7M (+$23.2K)
Filed 2026-10-20
MontVue Capital Management, Inc.
INCREASED
Shares2,168 from 2,143
Change+25 (+1%)
Value$1.7M (+$53.1K)
Filed 2026-10-19
Shakespeare Wealth Management, LLC
INCREASED
Shares2,152 from 2,131
Change+21 (+1%)
Value$1.6M (+$50.0K)
Filed 2026-10-28
Global Wealth Strategies & Associates
UNCHANGED
Shares2,152 from 2,152
Change0 (0%)
Value$1.6M (+$34.3K)
Filed 2026-10-02
Summit Global Investments
DECREASED
Shares2,150 from 2,170
Change-20 (-1%)
Value$1.6K (-$1.6M)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
INCREASED
Shares2,146 from 2,133
Change+13 (+1%)
Value$1.6M (+$44.2K)
Filed 2026-10-21
Eagle Bay Advisors LLC
DECREASED
Shares2,136 from 2,682
Change-546 (-20%)
Value$1.6M (-$373.1K)
Filed 2026-10-16
Opus Capital Group, LLC
INCREASED
Shares2,135 from 769
Change+1,366 (+178%)
Value$1.6K (-$573.4K)
Filed 2026-10-30
J. L. Bainbridge & Co., Inc.
INCREASED
Shares2,134 from 2,133
Change+1 (+0%)
Value$1.6M (+$34.4K)
Filed 2026-10-20
McGuire Investment Group, LLC
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$1.6M (+$33.6K)
Filed 2026-10-23
Diversified Investment Strategies, LLC
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$1.6M (+$33.6K)
Filed 2026-10-28
Tran Capital Management, L.P.
INCREASED
Shares2,116 from 1,601
Change+515 (+32%)
Value$1.6M (+$418.1K)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares2,112 from 2,214
Change-102 (-5%)
Value$1.6M (-$42.7K)
Filed 2026-10-07
Ironwood Wealth Management, Llc.
INCREASED
Shares2,111 from 1,307
Change+804 (+62%)
Value$1.6M (+$633.9K)
Filed 2026-10-28
Seros Financial, LLC
INCREASED
Shares2,107 from 2,056
Change+51 (+2%)
Value$1.6M (+$72.0K)
Filed 2026-10-21
Asset Allocation Strategies LLC
DECREASED
Shares2,102 from 2,840
Change-738 (-26%)
Value$1.6M (-$517.6K)
Filed 2026-10-20
Courage Miller Partners, LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$1.6M (+$33.3K)
Filed 2026-10-21
Armor Investment Advisors, LLC
DECREASED
Shares2,097 from 2,204
Change-107 (-5%)
Value$1.6M (-$46.8K)
Filed 2026-10-27
Baring Financial LLC
DECREASED
Shares2,097 from 2,108
Change-11 (-1%)
Value$1.6M (+$25.0K)
Filed 2026-10-07
City State Bank
DECREASED
Shares2,091 from 4,367
Change-2,276 (-52%)
Value$1.6M (-$1.7M)
Filed 2026-10-20
Mendel Money Management
DECREASED
Shares2,083 from 2,264
Change-181 (-8%)
Value$1.6M (-$102.1K)
Filed 2026-11-02
Wealth Management Nebraska
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$1.6M (+$33.1K)
Filed 2026-10-26
3 Factor Indexing, LLC
DECREASED
Shares2,078 from 2,101
Change-23 (-1%)
Value$1.6M (+$15.8K)
Filed 2026-10-15
Catalyst Investment Management LLC
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$1.6M (+$32.9K)
Filed 2026-10-21
Vaughan & Co Securities, Inc.
DECREASED
Shares2,074 from 2,146
Change-72 (-3%)
Value$1.6M (-$20.9K)
Filed 2026-10-23
University of Texas S AM Investment Management Co
INCREASED
Shares2,072 from 1,878
Change+194 (+10%)
Value$1.6M (+$178.1K)
Filed 2026-11-03
Kingstone Capital Partners Texas, LLC
DECREASED
Shares2,072 from 2,092
Change-20 (-1%)
Value$1.6M (+$18.3K)
Filed 2026-11-03
Elite Wealth Management, Inc.
INCREASED
Shares2,069 from 1,512
Change+557 (+37%)
Value$1.6M (+$448.4K)
Filed 2026-11-03
Isthmus Partners, LLC
INCREASED
Shares2,065 from 1,812
Change+253 (+14%)
Value$1.6M (+$221.7K)
Filed 2026-10-21
Torrey Growth & Income Advisors
INCREASED
Shares2,064 from 2,034
Change+30 (+1%)
Value$1.6M (+$67.2K)
Filed 2026-11-04
Sacks & Associates, LLC
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$1.6M (+$32.1K)
Filed 2026-10-09
Family Office Research LLC
DECREASED
Shares2,055 from 2,164
Change-109 (-5%)
Value$1.6M (-$49.0K)
Filed 2026-10-14
Arlington Trust Co LLC
DECREASED
Shares2,055 from 2,073
Change-18 (-1%)
Value$1.6M (+$19.2K)
Filed 2026-10-20
Trust Co of Tennessee
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$1.6M (+$32.6K)
Filed 2026-10-16
Ring Mountain Capital, LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$1.6M (+$32.6K)
Filed 2026-10-13
Laurel Wealth Planning LLC
INCREASED
Shares2,053 from 2,027
Change+26 (+1%)
Value$1.6M (+$52.1K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares2,052 from 2,006
Change+46 (+2%)
Value$1.6M (+$66.9K)
Filed 2026-10-16
Independent Investors Inc
INCREASED
Shares2,044 from 1,922
Change+122 (+6%)
Value$1.6M (+$123.5K)
Filed 2026-10-30
Jessup Wealth Management, Inc
DECREASED
Shares2,043 from 2,081
Change-38 (-2%)
Value$1.6M (+$3.9K)
Filed 2026-10-20
QTR Family Wealth, LLC
INCREASED
Shares2,038 from 2,035
Change+3 (+0%)
Value$1.6M (+$34.7K)
Filed 2026-11-02
Canvas Wealth Advisors, LLC
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$1.6M (+$46.0K)
Filed 2026-11-02
Princeton Global Asset Management LLC
DECREASED
Shares2,034 from 2,073
Change-39 (-2%)
Value$1.6M (+$3.3K)
Filed 2026-10-21
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$1.6M (+$32.2K)
Filed 2026-10-14
Approach Retirement Advisors, LLC
INCREASED
Shares2,032 from 2,031
Change+1 (+0%)
Value$1.5M (+$32.3K)
Filed 2026-10-22
DDD Partners, LLC
DECREASED
Shares2,029 from 3,863
Change-1,834 (-47%)
Value$1.5M (-$1.3M)
Filed 2026-11-02
Valpey Financial Services, LLC
INCREASED
Shares2,029 from 2,024
Change+5 (+0%)
Value$1.5M (+$35.8K)
Filed 2026-10-30
LAM Group, Inc.
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$1.5M (+$32.2K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
DECREASED
Shares2,021 from 2,024
Change-3 (0%)
Value$1.5M (+$29.8K)
Filed 2026-10-09
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares2,016 from 2,013
Change+3 (+0%)
Value$1.5M (+$34.2K)
Filed 2026-10-15
ERn Financial, LLC
DECREASED
Shares2,015 from 2,046
Change-31 (-2%)
Value$1.5M (+$9.3K)
Filed 2026-10-28
Stenger Family Office, LLC
DECREASED
Shares2,008 from 2,050
Change-42 (-2%)
Value$1.6M (+$31.4K)
Filed 2026-10-22
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$1.5M (+$31.8K)
Filed 2026-10-29
Investment Research Partners LLC
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$1.5M (+$31.8K)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$1.5M (+$31.8K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares2,003 from 1,766
Change+237 (+13%)
Value$1.5M (+$209.1K)
Filed 2026-11-05
Asset Management One Co., Ltd.
DECREASED
Shares2,000 from 3,400
Change-1,400 (-41%)
Value$1.5M (-$1.0M)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,998 from 2,020
Change-22 (-1%)
Value$1.5M (+$15.1K)
Filed 2026-10-05
Mirabaud & Cie SA
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$1.5M (+$31.8K)
Filed 2026-10-27
WealthBridge Investment Counsel Inc.
DECREASED
Shares1,993 from 2,048
Change-55 (-3%)
Value$1.5K (-$9)
Filed 2026-10-13
Rise Advisors, LLC
INCREASED
Shares1,992 from 1,979
Change+13 (+1%)
Value$1.5M (+$41.4K)
Filed 2026-10-16
Richardson Financial Services Inc.
DECREASED
Shares1,991 from 2,031
Change-40 (-2%)
Value$1.5M (+$1.7K)
Filed 2026-10-30
Capital Advantage, Inc.
DECREASED
Shares1,990 from 2,086
Change-96 (-5%)
Value$1.5M (-$40.1K)
Filed 2026-10-14
Strid Group, LLC
DECREASED
Shares1,983 from 1,986
Change-3 (0%)
Value$1.5M (+$29.2K)
Filed 2026-10-28
Congress Asset Management Co
DECREASED
Shares1,978 from 3,380
Change-1,402 (-41%)
Value$1.5M (-$1.0M)
Filed 2026-10-06
Inspire Trust Co, N.A.
INCREASED
Shares1,977 from 1,882
Change+95 (+5%)
Value$1.5M (+$102.3K)
Filed 2026-11-05
Foster Group, Inc.
INCREASED
Shares1,976 from 1,973
Change+3 (+0%)
Value$1.5M (+$33.6K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares1,976 from 1,973
Change+3 (+0%)
Value$1.5M (+$33.4K)
Filed 2026-11-03
Investment Advisory Services Inc
UNCHANGED
Shares1,972 from 1,972
Change0 (0%)
Value$1.5M (+$31.3K)
Filed 2026-10-27
Dara Capital US, Inc.
UNCHANGED
Shares1,972 from 1,972
Change0 (0%)
Value$1.5M (+$31.3K)
Filed 2026-10-29
Lincoln Capital Corp
DECREASED
Shares1,970 from 2,021
Change-51 (-3%)
Value$1.5M (-$6.8K)
Filed 2026-10-13
Carter Financial Group, Inc.
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$1.5M (+$31.4K)
Filed 2026-10-21
Praetorian Wealth Management, Inc.
DECREASED
Shares1,961 from 1,962
Change-1 (0%)
Value$1.5M (+$30.4K)
Filed 2026-10-16
TMB Capital Partners, LLC
DECREASED
Shares1,959 from 2,260
Change-301 (-13%)
Value$1.5M (-$193.9K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares1,956 from 1,675
Change+281 (+17%)
Value$1.5M (+$241.1K)
Filed 2026-11-02
HF Advisory Group, LLC
DECREASED
Shares1,956 from 1,982
Change-26 (-1%)
Value$1.5M (+$11.6K)
Filed 2026-10-09
Atwood & Palmer Inc
DECREASED
Shares1,954 from 2,041
Change-87 (-4%)
Value$1.5M (-$34.7K)
Filed 2026-10-08
Navigation Group, LLC
UNCHANGED
Shares1,951 from 1,951
Change0 (0%)
Value$1.5M (+$30.9K)
Filed 2026-10-28
Rockline Wealth Management, LLC
INCREASED
Shares1,949 from 1,944
Change+5 (+0%)
Value$1.5M (+$34.7K)
Filed 2026-10-26
SL Advisors, LLC
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$1.5M (+$30.9K)
Filed 2026-10-13
Wealthstar Advisors, LLC
INCREASED
Shares1,945 from 1,524
Change+421 (+28%)
Value$1.5M (+$345.3K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,945 from 1,944
Change+1 (+0%)
Value$1.5K (-$1.4M)
Filed 2026-11-04
LVZ, Inc.
DECREASED
Shares1,943 from 1,983
Change-40 (-2%)
Value$1.5M (+$624)
Filed 2026-10-20
Balance Wealth Partners LLC
DECREASED
Shares1,937 from 3,401
Change-1,464 (-43%)
Value$1.5M (-$1.1M)
Filed 2026-10-27
Waterway Wealth Management, LLC
DECREASED
Shares1,937 from 2,090
Change-153 (-7%)
Value$1.5M (-$83.0K)
Filed 2026-10-28
Bear Mountain Capital, Inc.
INCREASED
Shares1,937 from 1,926
Change+11 (+1%)
Value$1.5M (+$30.1K)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
DECREASED
Shares1,937 from 1,946
Change-9 (0%)
Value$1.5M (+$23.7K)
Filed 2026-10-23
CKW Financial Group
INCREASED
Shares1,931 from 1,928
Change+3 (+0%)
Value$1.5K (-$1.4M)
Filed 2026-10-29
Landaas & Co
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$1.5M (+$30.6K)
Filed 2026-10-29
Campbell Newman Asset Management Inc
INCREASED
Shares1,929 from 268
Change+1,661 (+620%)
Value$1.5M (+$1.3M)
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares1,926 from 1,846
Change+80 (+4%)
Value$1.5M (+$89.9K)
Filed 2026-10-28
Prentice Wealth Management LLC
INCREASED
Shares1,922 from 586
Change+1,336 (+228%)
Value$1.5M (+$1.0M)
Filed 2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares1,922 from 1,756
Change+166 (+9%)
Value$1.5M (+$154.7K)
Filed 2026-10-07
Ti-Trust, Inc
DECREASED
Shares1,911 from 2,002
Change-91 (-5%)
Value$1.5M (-$37.6K)
Filed 2026-10-21
Massachusetts Wealth Management
DECREASED
Shares1,901 from 2,056
Change-155 (-8%)
Value$1.4M (-$85.6K)
Filed 2026-10-21
Scratch Capital LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$1.4M (+$30.1K)
Filed 2026-11-02
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$1.4M (+$30.2K)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares1,891 from 1,961
Change-70 (-4%)
Value$1.4M (-$22.3K)
Filed 2026-10-06
Westwind Capital
NEW
Shares1,889
Change+1,889
Value$1.4K
Filed 2026-10-08
Nvwm, LLC
DECREASED
Shares1,884 from 3,154
Change-1,270 (-40%)
Value$1.4M (-$918.5K)
Filed 2026-10-14
Retirement Solution LLC
INCREASED
Shares1,883 from 1,439
Change+444 (+31%)
Value$1.4M (+$362.0K)
Filed 2026-10-27
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares1,871 from 1,894
Change-23 (-1%)
Value$1.4M (+$12.5K)
Filed 2026-10-16
KFG LLC
NEW
Shares1,863
Change+1,863
Value$1.4M
Filed 2026-11-02
Sanchez Wealth Management Group
DECREASED
Shares1,861 from 49,178
Change-47,317 (-96%)
Value$1.4M (-$35.3M)
Filed 2026-11-02
Smith Thornton Advisors LLC
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$1.4M (+$25.0K)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares1,853 from 1,839
Change+14 (+1%)
Value$1.4M (+$39.9K)
Filed 2026-10-28
Bdfs Capital LLC
INCREASED
Shares1,853 from 1,851
Change+2 (+0%)
Value$1.4M (+$31.5K)
Filed 2026-10-14
Grant Street Asset Management, Inc.
DECREASED
Shares1,852 from 1,894
Change-42 (-2%)
Value$1.4M (-$2.4K)
Filed 2026-10-26
Souders Financial Advisors
INCREASED
Shares1,852 from 1,848
Change+4 (+0%)
Value$1.4M (+$32.7K)
Filed 2026-11-03
Advocate Investing Services LLC
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$1.4M (+$29.4K)
Filed 2026-10-26
Arrow Financial Corp
DECREASED
Shares1,849 from 1,864
Change-15 (-1%)
Value$1.4M (+$18.1K)
Filed 2026-10-26
Valicenti Advisory Services Inc
DECREASED
Shares1,848 from 1,882
Change-34 (-2%)
Value$1.4K (+$3)
Filed 2026-10-23
LaFleur & Godfrey LLC
DECREASED
Shares1,842 from 1,902
Change-60 (-3%)
Value$1.4M (-$15.6K)
Filed 2026-10-27
KPP Advisory Services LLC
DECREASED
Shares1,837 from 1,898
Change-61 (-3%)
Value$1.4M (-$16.4K)
Filed 2026-10-26
Sage Investment Advisers LLC
INCREASED
Shares1,833 from 1,821
Change+12 (+1%)
Value$1.4M (+$37.9K)
Filed 2026-10-21
Garner Asset Management Corp
INCREASED
Shares1,831 from 1,830
Change+1 (+0%)
Value$1.4M (+$34.6K)
Filed 2026-10-30
Toth Financial Advisory Corp
DECREASED
Shares1,829 from 1,877
Change-48 (-3%)
Value$1.4M (-$6.8K)
Filed 2026-10-08
Ballast, Inc.
INCREASED
Shares1,829 from 1,806
Change+23 (+1%)
Value$1.4M (+$45.7K)
Filed 2026-10-20
Great Waters Wealth Management
INCREASED
Shares1,828 from 1,571
Change+257 (+16%)
Value$1.4M (+$220.8K)
Filed 2026-10-07
Pacific Asset Management, LLC
DECREASED
Shares1,828 from 1,849
Change-21 (-1%)
Value$1.4M (+$13.5K)
Filed 2026-10-15
Sterling Manor Financial, LLC
NEW
Shares1,827
Change+1,827
Value$1.4M
Filed 2026-10-21
Nottingham Advisors, Inc.
DECREASED
Shares1,824 from 1,939
Change-115 (-6%)
Value$1.4M (-$45.4K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,821 from 2,293
Change-472 (-21%)
Value$1.4M (-$323.6K)
Filed 2026-10-15
Leisure Capital Management
DECREASED
Shares1,821 from 1,855
Change-34 (-2%)
Value$1.4M (+$3.5K)
Filed 2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW
Shares1,819
Change+1,819
Value$1.4M
Filed 2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares1,819 from 1,821
Change-2 (0%)
Value$1.4M (+$27.0K)
Filed 2026-11-03
Correct Capital Wealth Management
DECREASED
Shares1,817 from 1,834
Change-17 (-1%)
Value$1.4M (+$16.2K)
Filed 2026-11-02
Fidelity D & D Bancorp Inc
DECREASED
Shares1,802 from 2,013
Change-211 (-10%)
Value$1.4M (-$129.0K)
Filed 2026-11-05
Pinion Investment Advisors, LLC
DECREASED
Shares1,800 from 2,222
Change-422 (-19%)
Value$1.4M (-$286.6K)
Filed 2026-11-04
Postrock Partners LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$1.4M (+$28.5K)
Filed 2026-11-02
One Advisory Partners, LLC
DECREASED
Shares1,796 from 1,813
Change-17 (-1%)
Value$1.4M (+$15.8K)
Filed 2026-10-22
Mission Financial Group, LLC
DECREASED
Shares1,795 from 2,038
Change-243 (-12%)
Value$1.4M (-$152.8K)
Filed 2026-10-21
Trademark Financial Management, LLC
DECREASED
Shares1,794 from 1,845
Change-51 (-3%)
Value$1.4M (-$9.5K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares1,781 from 1,777
Change+4 (+0%)
Value$1.4M (+$30.8K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares1,777 from 1,775
Change+2 (+0%)
Value$1.4M (+$29.7K)
Filed 2026-10-30
BancFirst Trust & Investment Management
DECREASED
Shares1,776 from 1,849
Change-73 (-4%)
Value$1.4M (-$12.9K)
Filed 2026-10-30
Myecfo, LLC
INCREASED
Shares1,775 from 1,764
Change+11 (+1%)
Value$1.4M (+$36.4K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares1,773 from 4,264
Change-2,491 (-58%)
Value$1.4M (-$1.8M)
Filed 2026-11-04
Private Management Group Inc
DECREASED
Shares1,772 from 1,917
Change-145 (-8%)
Value$1.4M (-$80.2K)
Filed 2026-11-04
Clear Trail Advisors, LLC
DECREASED
Shares1,771 from 1,827
Change-56 (-3%)
Value$1.4M (-$13.7K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
DECREASED
Shares1,762 from 1,945
Change-183 (-9%)
Value$1.3M (-$108.8K)
Filed 2026-11-03
August Group Capital Ltd
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$1.3M (+$27.9K)
Filed 2026-10-14
Milestones Private Investment Advisors LLC
DECREASED
Shares1,753 from 1,819
Change-66 (-4%)
Value$1.3M (-$21.5K)
Filed 2026-10-19
Blue Capital, Inc.
INCREASED
Shares1,751 from 1,583
Change+168 (+11%)
Value$1.3M (+$153.3K)
Filed 2026-10-13
DKM Wealth Management, Inc.
INCREASED
Shares1,750 from 1,746
Change+4 (+0%)
Value$1.3M (+$30.7K)
Filed 2026-10-09
Narwhal Capital Management
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$1.3M (+$27.6K)
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares1,742 from 1,732
Change+10 (+1%)
Value$1.3M (+$48.0K)
Filed 2026-10-09
JB Capital LLC
INCREASED
Shares1,739 from 1,699
Change+40 (+2%)
Value$1.3M (+$57.8K)
Filed 2026-10-19
True Link Financial Advisors, LLC
INCREASED
Shares1,733 from 1,350
Change+383 (+28%)
Value$1.3M (+$313.5K)
Filed 2026-10-27
Level Financial Advisors
DECREASED
Shares1,728 from 1,783
Change-55 (-3%)
Value$1.3M (-$13.7K)
Filed 2026-10-13
Kwmg, LLC
INCREASED
Shares1,722 from 1,078
Change+644 (+60%)
Value$1.3M (+$508.7K)
Filed 2026-10-07
Long Road Investment Counsel, LLC
DECREASED
Shares1,719 from 2,639
Change-920 (-35%)
Value$1.3M (-$659.8K)
Filed 2026-11-04
Professional Advisory Services Inc
DECREASED
Shares1,718 from 1,730
Change-12 (-1%)
Value$1.3K (+$18)
Filed 2026-10-08
Prosperitas Financial LLC
INCREASED
Shares1,715 from 1,522
Change+193 (+13%)
Value$1.3M (+$171.5K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,715 from 1,710
Change+5 (+0%)
Value$1.3M (+$30.9K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
INCREASED
Shares1,712 from 1,494
Change+218 (+15%)
Value$1.3M (+$189.8K)
Filed 2026-10-20
Xcel Wealth Management, LLC
INCREASED
Shares1,708 from 1,631
Change+77 (+5%)
Value$1.3M (+$84.6K)
Filed 2026-10-26
Live Oak Private Wealth LLC
DECREASED
Shares1,707 from 1,735
Change-28 (-2%)
Value$1.3M (+$6.3K)
Filed 2026-11-02
Flynn Zito Capital Management, LLC
INCREASED
Shares1,707 from 1,706
Change+1 (+0%)
Value$1.3M (+$27.3K)
Filed 2026-11-04
Prospect Financial Group LLC
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$1.3M (+$27.1K)
Filed 2026-11-05
Center For Asset Management LLC
INCREASED
Shares1,703 from 1,692
Change+11 (+1%)
Value$1.3M (+$34.9K)
Filed 2026-10-16
Carrera Capital Advisors
DECREASED
Shares1,702 from 1,735
Change-33 (-2%)
Value$1.3M (+$2.3K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
DECREASED
Shares1,702 from 1,728
Change-26 (-1%)
Value$1.3M (+$7.0K)
Filed 2026-10-13
Eclectic Associates Inc
DECREASED
Shares1,702 from 1,726
Change-24 (-1%)
Value$1.3M (+$8.6K)
Filed 2026-10-09
Stirlingshire Investments, Inc.
INCREASED
Shares1,696 from 1,583
Change+113 (+7%)
Value$1.3M (+$111.0K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,695 from 1,705
Change-10 (-1%)
Value$1.3M (+$19.5K)
Filed 2026-11-03
Eagle Bluffs Wealth Management LLC
DECREASED
Shares1,694 from 1,707
Change-13 (-1%)
Value$1.3M (+$17.1K)
Filed 2026-10-20
Marquette Asset Management, LLC
INCREASED
Shares1,689 from 1,504
Change+185 (+12%)
Value$1.3M (+$164.9K)
Filed 2026-10-09
Lighthouse Financial Services Inc
INCREASED
Shares1,686 from 1,543
Change+143 (+9%)
Value$1.3M (+$135.1K)
Filed 2026-11-02
MRA Advisory Group
INCREASED
Shares1,685 from 1,668
Change+17 (+1%)
Value$1.3M (+$39.4K)
Filed 2026-10-07
Saxon Interests, Inc.
DECREASED
Shares1,683 from 3,255
Change-1,572 (-48%)
Value$1.3M (-$1.1M)
Filed 2026-10-26
Summit Asset Management, LLC
DECREASED
Shares1,683 from 1,699
Change-16 (-1%)
Value$1.3M (+$14.7K)
Filed 2026-11-05
Frederick Financial Consultants, LLC
INCREASED
Shares1,680 from 1,614
Change+66 (+4%)
Value$1.3M (+$75.5K)
Filed 2026-10-29
Powers Advisory Group, LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$1.3M (+$26.6K)
Filed 2026-10-14
Financial Planning Hawaii, Inc.
DECREASED
Shares1,671 from 1,798
Change-127 (-7%)
Value$1.3M (-$68.8K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,667 from 1,580
Change+87 (+6%)
Value$1.3M (+$91.6K)
Filed 2026-10-15
Concord Wealth Partners
DECREASED
Shares1,667 from 1,704
Change-37 (-2%)
Value$1.3M (-$1.2K)
Filed 2026-11-02
Nordwand Advisors, LLC
NEW
Shares1,665
Change+1,665
Value$1.3M
Filed 2026-11-05
Archer Investment Management, LLC
INCREASED
Shares1,654 from 1,628
Change+26 (+2%)
Value$1.3M (+$45.8K)
Filed 2026-10-13
Peak Wealth Management LLC
UNCHANGED
Shares1,633 from 1,633
Change0 (0%)
Value$1.3M (+$36.4K)
Filed 2026-10-26
Measured Risk Portfolios, Inc.
DECREASED
Shares1,629 from 1,653
Change-24 (-1%)
Value$1.2M (+$7.6K)
Filed 2026-10-21
Cdkv Holdings LLC
INCREASED
Shares1,623 from 1,474
Change+149 (+10%)
Value$1.2M (+$137.0K)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares1,622 from 967
Change+655 (+68%)
Value$1.2M (+$515.0K)
Filed 2026-11-04
Barlow Wealth Partners, LLC
DECREASED
Shares1,620 from 1,622
Change-2 (0%)
Value$1.3M (+$53.2K)
Filed 2026-10-15
Penbrook Management LLC
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$1.2M (+$25.5K)
Filed 2026-10-16
Three Magnolias Financial Advisors, LLC
DECREASED
Shares1,598 from 1,875
Change-277 (-15%)
Value$1.2M (-$181.5K)
Filed 2026-10-14
Cross Staff Investments Inc
INCREASED
Shares1,596 from 1,477
Change+119 (+8%)
Value$1.2M (+$114.0K)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares1,594 from 1,549
Change+45 (+3%)
Value$1.2M (+$58.6K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares1,591 from 1,621
Change-30 (-2%)
Value$1.2M (+$2.7K)
Filed 2026-10-15
Heffernan Advisory, Inc
INCREASED
Shares1,590 from 680
Change+910 (+134%)
Value$1.2M (+$704.8K)
Filed 2026-10-13
Stack Financial Management, Inc
DECREASED
Shares1,583 from 1,598
Change-15 (-1%)
Value$1.2M (+$13.9K)
Filed 2026-11-02
Lawood & Co
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$1.2M (+$25.1K)
Filed 2026-10-09
Greenup Street Wealth Management LLC
DECREASED
Shares1,581 from 1,611
Change-30 (-2%)
Value$1.2M (+$2.9K)
Filed 2026-10-28
Financial Advisory Corp
DECREASED
Shares1,578 from 1,700
Change-122 (-7%)
Value$1.2M (-$66.1K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$1.2M (+$25.2K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
DECREASED
Shares1,575 from 1,591
Change-16 (-1%)
Value$1.2M (+$13.1K)
Filed 2026-10-20
PFG Private Wealth Management, LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$1.2M (+$24.9K)
Filed 2026-10-15
Financial Security Advisor, Inc.
DECREASED
Shares1,569 from 1,758
Change-189 (-11%)
Value$1.2M (-$116.5K)
Filed 2026-11-03
Level Wealth Management LLC
INCREASED
Shares1,563 from 1,557
Change+6 (+0%)
Value$1.2M (+$28.8K)
Filed 2026-10-23
Cypress Point Wealth Management, LLC
INCREASED
Shares1,562 from 1,531
Change+31 (+2%)
Value$1.2M (+$47.6K)
Filed 2026-11-03
Hollow Brook Wealth Management LLC
INCREASED
Shares1,561 from 1,493
Change+68 (+5%)
Value$1.2M (+$75.5K)
Filed 2026-10-29
Northbridge Financial Group, LLC
INCREASED
Shares1,559 from 1,556
Change+3 (+0%)
Value$1.2M (+$52.6K)
Filed 2026-11-05
Burk Holdings LLC
INCREASED
Shares1,552 from 1,509
Change+43 (+3%)
Value$1.2M (+$56.4K)
Filed 2026-11-05
Avondale Wealth Management
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$1.2M (+$24.6K)
Filed 2026-10-15
Anson Capital, Inc.
INCREASED
Shares1,547 from 917
Change+630 (+69%)
Value$1.2M (+$495.0K)
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
INCREASED
Shares1,547 from 1,543
Change+4 (+0%)
Value$1.2M (+$27.4K)
Filed 2026-10-19
Align Financial, LLC
DECREASED
Shares1,542 from 1,740
Change-198 (-11%)
Value$1.2M (-$123.4K)
Filed 2026-10-16
LifeGuide Financial Advisors, LLC
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$1.2M (+$24.5K)
Filed 2026-10-20
Fonville Wealth Management LLC
INCREASED
Shares1,541 from 1,383
Change+158 (+11%)
Value$1.2M (+$141.8K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares1,534 from 2,129
Change-595 (-28%)
Value$1.2M (-$420.4K)
Filed 2026-10-09
Texas Bank & Trust Co
DECREASED
Shares1,530 from 1,552
Change-22 (-1%)
Value$1.2M (+$7.8K)
Filed 2026-11-04
Hurlow Wealth Management Group, Inc.
DECREASED
Shares1,528 from 1,531
Change-3 (0%)
Value$1.2M (+$22.0K)
Filed 2026-10-29
Infinity Wealth Counsel, LLC
DECREASED
Shares1,525 from 1,530
Change-5 (0%)
Value$1.2M (+$20.5K)
Filed 2026-10-15
New Harbor Financial Group, LLC
DECREASED
Shares1,524 from 1,723
Change-199 (-12%)
Value$1.2M (-$124.7K)
Filed 2026-10-22
Krane Financial Solutions LLC
INCREASED
Shares1,519 from 1,420
Change+99 (+7%)
Value$1.2M (+$98.0K)
Filed 2026-10-30
MBA Advisors LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$1.2M (+$24.1K)
Filed 2026-10-29
Quantum Private Wealth, LLC
DECREASED
Shares1,513 from 1,586
Change-73 (-5%)
Value$1.2M (-$30.5K)
Filed 2026-10-20
Midwest Financial Partners Investments, Inc.
INCREASED
Shares1,509 from 1,503
Change+6 (+0%)
Value$1.2M (+$28.4K)
Filed 2026-10-08
Alamar Capital Management, LLC
INCREASED
Shares1,507 from 1,506
Change+1 (+0%)
Value$1.2M (+$24.3K)
Filed 2026-11-02
New Covenant Trust Company, N.A.
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$1.1M (+$23.9K)
Filed 2026-10-08
Bosman Wealth Management, LLC
DECREASED
Shares1,501 from 1,511
Change-10 (-1%)
Value$1.1M (+$16.3K)
Filed 2026-10-28
Midwest Capital Advisors, LLC
INCREASED
Shares1,501 from 1,499
Change+2 (+0%)
Value$1.1M (+$25.3K)
Filed 2026-11-04
Nichols & Pratt Advisers LLP
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$1.1M (+$25.8K)
Filed 2026-10-13
Ehrlich Financial Group
NEW
Shares1,497
Change+1,497
Value$1.1M
Filed 2026-10-20
Gordian Advisors LLC
INCREASED
Shares1,490 from 1,166
Change+324 (+28%)
Value$1.1M (+$265.5K)
Filed 2026-10-30
Newton One Investments LLC
INCREASED
Shares1,487 from 1,483
Change+4 (+0%)
Value$1.1M (+$26.5K)
Filed 2026-10-14
Nolet Wealth Management, LLC
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$1.1M (+$23.6K)
Filed 2026-10-15
Bourgeon Capital Management LLC
DECREASED
Shares1,483 from 1,520
Change-37 (-2%)
Value$1.1M (-$4.1K)
Filed 2026-10-19
Fenimore Asset Management Inc
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$1.1M (+$23.4K)
Filed 2026-10-08
jvl associates llc
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$1.1M (+$23.4K)
Filed 2026-10-09
Heritage Wealth Management, Inc.
INCREASED
Shares1,476 from 1,470
Change+6 (+0%)
Value$1.1M (+$27.9K)
Filed 2026-10-27
William Mack & Associates, Inc.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$1.1M (+$23.4K)
Filed 2026-10-27
Family Capital Trust Co
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$1.1M (+$23.4K)
Filed 2026-10-22
Evolution Wealth Management Inc.
DECREASED
Shares1,469 from 1,683
Change-214 (-13%)
Value$1.1M (-$136.6K)
Filed 2026-10-28
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,468 from 1,483
Change-15 (-1%)
Value$1.1M (+$12.1K)
Filed 2026-10-13
Wealth Quarterback LLC
INCREASED
Shares1,468 from 1,457
Change+11 (+1%)
Value$1.1M (+$31.5K)
Filed 2026-10-20
Fulcrum Equity Management
INCREASED
Shares1,467 from 398
Change+1,069 (+269%)
Value$1.1M (+$821.9K)
Filed 2026-10-21
RVW Wealth, LLC
DECREASED
Shares1,463 from 1,501
Change-38 (-3%)
Value$1.1M (-$4.9K)
Filed 2026-10-06
Silverlake Wealth Management LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$1.1M (+$23.5K)
Filed 2026-10-21
RW Investment Management LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$1.1M (+$23.1K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,456 from 1,459
Change-3 (0%)
Value$1.1M (+$21.7K)
Filed 2026-10-08
J2 Capital Management Inc
INCREASED
Shares1,455 from 1,452
Change+3 (+0%)
Value$1.1M (+$25.0K)
Filed 2026-10-19
PW Nova Financial Services LLC
DECREASED
Shares1,449 from 1,529
Change-80 (-5%)
Value$1.1M (-$36.8K)
Filed 2026-10-15
KRS Capital Management, LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$1.1M (+$22.9K)
Filed 2026-10-16
Cornerstone Planning Group LLC
DECREASED
Shares1,439 from 1,440
Change-1 (0%)
Value$1.1M (+$44.6K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
INCREASED
Shares1,431 from 1,043
Change+388 (+37%)
Value$1.1M (+$312.4K)
Filed 2026-10-26
Payden & Rygel
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-10-28
Greenbush Financial Group, LLC
INCREASED
Shares1,426 from 1,374
Change+52 (+4%)
Value$1.1M (+$61.9K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares1,425 from 1,421
Change+4 (+0%)
Value$1.1M (+$25.2K)
Filed 2026-10-21
Legacy Financial Group, Inc.
DECREASED
Shares1,424 from 1,466
Change-42 (-3%)
Value$1.1M (-$8.8K)
Filed 2026-10-21
Visionary Horizons, LLC
INCREASED
Shares1,424 from 1,413
Change+11 (+1%)
Value$1.1M (+$31.3K)
Filed 2026-10-22
Steinberg Asset Management LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$1.1M (+$22.6K)
Filed 2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED
Shares1,422 from 1,435
Change-13 (-1%)
Value$1.1M (+$12.8K)
Filed 2026-10-30
Mainsail Asset Management, LLC
INCREASED
Shares1,419 from 1,416
Change+3 (+0%)
Value$1.1M (+$53.1K)
Filed 2026-10-14
Landmark Wealth Management, LLC
INCREASED
Shares1,416 from 1,410
Change+6 (+0%)
Value$1.1M (+$26.9K)
Filed 2026-11-03
Dedeker Financial LLC
INCREASED
Shares1,414 from 1,134
Change+280 (+25%)
Value$1.1M (+$231.8K)
Filed 2026-10-23
Ted Buchan & Co
DECREASED
Shares1,413 from 1,512
Change-99 (-7%)
Value$1.1M (-$51.4K)
Filed 2026-10-23
Opinicus Capital, Inc.
DECREASED
Shares1,411 from 1,478
Change-67 (-5%)
Value$1.1M (-$27.6K)
Filed 2026-10-28
Altus Wealth Group LLC
DECREASED
Shares1,411 from 1,420
Change-9 (-1%)
Value$1.1M (+$14.9K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
INCREASED
Shares1,410 from 1,250
Change+160 (+13%)
Value$1.1M (+$141.8K)
Filed 2026-10-26
Ameraudi Asset Management, Inc.
INCREASED
Shares1,406 from 1,401
Change+5 (+0%)
Value$1.1M (+$26.0K)
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$1.1M (+$22.2K)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares1,399 from 1,287
Change+112 (+9%)
Value$1.1M (+$105.7K)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED
Shares1,399 from 1,393
Change+6 (+0%)
Value$1.1M (+$26.7K)
Filed 2026-10-28
Livet Wealth, LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$1.1M (+$22.2K)
Filed 2026-10-27
Constitution Capital LLC
DECREASED
Shares1,396 from 1,409
Change-13 (-1%)
Value$1.1M (+$12.4K)
Filed 2026-10-23
Wilkins Investment Counsel Inc
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$1.1M (+$22.1K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares1,392 from 1,382
Change+10 (+1%)
Value$1.1M (+$29.5K)
Filed 2026-10-23
Morling Financial Advisors, LLC
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$1.1M (+$22.1K)
Filed 2026-10-28
Breachway Investments LLC
DECREASED
Shares1,391 from 1,421
Change-30 (-2%)
Value$1.1M (-$342)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
INCREASED
Shares1,388 from 1,372
Change+16 (+1%)
Value$1.1M (+$34.6K)
Filed 2026-10-29
High Note Wealth, LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$1.1M (+$22.0K)
Filed 2026-10-27
Hoffman, Alan N Investment Management
INCREASED
Shares1,379 from 707
Change+672 (+95%)
Value$1.1M (+$523.7K)
Filed 2026-10-28
Heritage Investors Management Corp
DECREASED
Shares1,376 from 1,444
Change-68 (-5%)
Value$1.0K (-$1.1M)
Filed 2026-10-29
Martel Wealth Advisors LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$1.0M (+$22.1K)
Filed 2026-10-14
Poehling Capital Management, Inc.
DECREASED
Shares1,374 from 1,575
Change-201 (-13%)
Value$1.0M (-$128.3K)
Filed 2026-10-20
Code Waechter LLC
INCREASED
Shares1,373 from 1,363
Change+10 (+1%)
Value$1.0M (+$29.3K)
Filed 2026-10-23
Swmg, LLC
INCREASED
Shares1,372 from 1,135
Change+237 (+21%)
Value$1.0M (+$194.9K)
Filed 2026-10-23
J. Team Financial, Inc.
INCREASED
Shares1,372 from 1,367
Change+5 (+0%)
Value$1.0M (+$25.1K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
DECREASED
Shares1,369 from 1,530
Change-161 (-11%)
Value$1.0M (-$98.5K)
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares1,367 from 1,312
Change+55 (+4%)
Value$1.0M (+$62.9K)
Filed 2026-11-04
Accelerate Investment Advisors LLC
INCREASED
Shares1,366 from 1,363
Change+3 (+0%)
Value$1.0M (+$24.1K)
Filed 2026-11-02
Manuka Financial, LLC
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$1.0M (+$20.5K)
Filed 2026-10-16
Silver Lake Advisory, LLC
INCREASED
Shares1,360 from 1,358
Change+2 (+0%)
Value$1.0M (+$23.3K)
Filed 2026-10-22
Cannon Capital Management, Inc.
DECREASED
Shares1,357 from 1,379
Change-22 (-2%)
Value$1.0M (+$5.1K)
Filed 2026-11-03
3Edge Asset Management, LP
DECREASED
Shares1,355 from 1,360
Change-5 (0%)
Value$1.0M (+$17.7K)
Filed 2026-10-30
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares1,351 from 1,401
Change-50 (-4%)
Value$1.0M (-$15.6K)
Filed 2026-10-14
BKM Wealth Management, LLC
INCREASED
Shares1,348 from 1,023
Change+325 (+32%)
Value$1.0M (+$263.9K)
Filed 2026-10-22
Nicollet Investment Management, Inc.
DECREASED
Shares1,348 from 1,349
Change-1 (0%)
Value$1.0K (-$1.0M)
Filed 2026-10-14
Symmetry Partners, LLC
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$1.0M (+$21.3K)
Filed 2026-10-27
Canton Hathaway, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$1.0M (+$21.3K)
Filed 2026-10-23
Moran Wealth Management, LLC
NEW
Shares1,336
Change+1,336
Value$1.0M
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares1,336 from 1,267
Change+69 (+5%)
Value$1.0M (+$73.0K)
Filed 2026-10-02
NBH Bank
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$1.0M (+$21.2K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
INCREASED
Shares1,332 from 1,316
Change+16 (+1%)
Value$1.0M (+$33.3K)
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$1.0M (+$21.2K)
Filed 2026-11-04
Powerhouse Assets LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$1.0M (+$21.1K)
Filed 2026-10-19
Twin Cities Retirement Group LLC
DECREASED
Shares1,326 from 1,362
Change-36 (-3%)
Value$1.0M (-$6.0K)
Filed 2026-10-16
L.K. Benson & Company, P.C.
DECREASED
Shares1,324 from 1,329
Change-5 (0%)
Value$1.0M (+$17.3K)
Filed 2026-10-23
Martin Capital Advisors, LLP
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$1.0M (+$20.9K)
Filed 2026-10-15
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,317 from 686
Change+631 (+92%)
Value$1.0M (+$492.1K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares1,315 from 1,540
Change-225 (-15%)
Value$1.0K (-$1.1M)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
DECREASED
Shares1,315 from 1,334
Change-19 (-1%)
Value$1.0K (-$995.0K)
Filed 2026-10-19
Fairvoy Private Wealth, LLC
DECREASED
Shares1,314 from 1,394
Change-80 (-6%)
Value$1.0M (-$38.9K)
Filed 2026-10-19
Allied Investment Advisors, LLC
INCREASED
Shares1,314 from 1,247
Change+67 (+5%)
Value$1.0M (+$70.9K)
Filed 2026-10-13
Rezny Wealth Management, Inc.
INCREASED
Shares1,312 from 1,192
Change+120 (+10%)
Value$1.0M (+$110.1K)
Filed 2026-10-15
Johnson & White Wealth Management, LLC
DECREASED
Shares1,308 from 1,567
Change-259 (-17%)
Value$997.1K (-$172.8K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares1,305 from 1,336
Change-31 (-2%)
Value$995.5K (-$2.3K)
Filed 2026-10-29
Finer Wealth Management, Inc.
DECREASED
Shares1,305 from 1,331
Change-26 (-2%)
Value$995.6K (+$1.5K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
INCREASED
Shares1,304 from 859
Change+445 (+52%)
Value$994.5K (+$353.0K)
Filed 2026-10-15
Triangle Securities Wealth Management
DECREASED
Shares1,304 from 1,320
Change-16 (-1%)
Value$994.5K (+$8.7K)
Filed 2026-10-14
Worth Asset Management, LLC
INCREASED
Shares1,297 from 820
Change+477 (+58%)
Value$989.3K (+$376.8K)
Filed 2026-10-07
Your Advocates Ltd., LLP
DECREASED
Shares1,295 from 2,150
Change-855 (-40%)
Value$987.5K (-$618.1K)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares1,295 from 1,165
Change+130 (+11%)
Value$988.0K (+$117.5K)
Filed 2026-10-16
Grantvest Financial Group LLC
DECREASED
Shares1,294 from 1,308
Change-14 (-1%)
Value$987.1K (+$10.3K)
Filed 2026-10-21
Mezzasalma Advisors, LLC
INCREASED
Shares1,291 from 1,290
Change+1 (+0%)
Value$984.8K (+$21.4K)
Filed 2026-10-14
4J Wealth Management LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$981.5K (+$20.4K)
Filed 2026-11-02
Keystone Global Partners, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$979.0K (+$20.4K)
Filed 2026-10-13
Oak Harvest Investment Services
INCREASED
Shares1,283 from 1,108
Change+175 (+16%)
Value$978.4K (+$150.7K)
Filed 2026-10-20
West Wealth Group, LLC
INCREASED
Shares1,282 from 1,199
Change+83 (+7%)
Value$977.7K (+$82.1K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares1,280 from 308
Change+972 (+316%)
Value$987.7K (+$758.0K)
Filed 2026-10-16
Eagle Wealth Advisors LLC
INCREASED
Shares1,275 from 1,274
Change+1 (+0%)
Value$972.4K (+$21.0K)
Filed 2026-10-20
Financial Discovery Group Inc
INCREASED
Shares1,273 from 1,263
Change+10 (+1%)
Value$970.8K (+$27.7K)
Filed 2026-11-03
Great Lakes Retirement, Inc.
INCREASED
Shares1,272 from 1,258
Change+14 (+1%)
Value$969.9K (+$30.7K)
Filed 2026-10-26
Johnson Bixby & Associates, LLC
DECREASED
Shares1,271 from 1,273
Change-2 (0%)
Value$969.5K (+$18.8K)
Filed 2026-10-14
Weitzel Financial Services, Inc.
INCREASED
Shares1,268 from 1,261
Change+7 (+1%)
Value$975.5K (+$38.5K)
Filed 2026-10-16
Mattern Wealth Management LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$967.1K (+$20.1K)
Filed 2026-11-04
Clarus Group, Inc.
DECREASED
Shares1,266 from 1,413
Change-147 (-10%)
Value$965.5K (-$89.7K)
Filed 2026-10-21
Financial Counselors Inc
DECREASED
Shares1,266 from 1,278
Change-12 (-1%)
Value$965.5K (+$11.1K)
Filed 2026-10-22
Cascade Investment Group, Inc.
DECREASED
Shares1,265 from 1,275
Change-10 (-1%)
Value$964.7K (+$12.6K)
Filed 2026-10-13
Fermata Advisors, LLC
DECREASED
Shares1,262 from 1,307
Change-45 (-3%)
Value$962.6K (-$13.2K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares1,262 from 1,245
Change+17 (+1%)
Value$963.2K (+$32.7K)
Filed 2026-10-26
Chapman Investment Management, LLC
NEW
Shares1,259
Change+1,259
Value$960.2K
Filed 2026-11-03
626 Financial, LLC
INCREASED
Shares1,259 from 1,253
Change+6 (+0%)
Value$960.2K (+$24.6K)
Filed 2026-11-04
Stanley-Laman Group, Ltd.
INCREASED
Shares1,255 from 1,119
Change+136 (+12%)
Value$957.3K (+$121.5K)
Filed 2026-10-20
Stonehearth Capital Management, LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$955.6K (+$19.9K)
Filed 2026-10-13
Monarch Capital Management Inc
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$957.2K (+$19.8K)
Filed 2026-10-19
Traveka Wealth, LLC
INCREASED
Shares1,245 from 1,199
Change+46 (+4%)
Value$949.3K (+$53.9K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,244 from 1,100
Change+144 (+13%)
Value$966.6K (+$145.1K)
Filed 2026-10-20
Chemung Canal Trust Co
DECREASED
Shares1,244 from 1,246
Change-2 (0%)
Value$948.7K (+$18.2K)
Filed 2026-11-04
Financial Management Network Inc
DECREASED
Shares1,242 from 1,249
Change-7 (-1%)
Value$956.2K (+$27.9K)
Filed 2026-10-09
Stegner Investment Associates Inc.
INCREASED
Shares1,236 from 1,235
Change+1 (+0%)
Value$942.5K (+$20.4K)
Filed 2026-10-15
Walker Asset Management, LLC
INCREASED
Shares1,232 from 1,220
Change+12 (+1%)
Value$939.6K (+$28.5K)
Filed 2026-10-13
Gen-Wealth Partners Inc
INCREASED
Shares1,227 from 1,215
Change+12 (+1%)
Value$936.0K (+$28.4K)
Filed 2026-11-04
Beacon Financial Group
DECREASED
Shares1,225 from 1,271
Change-46 (-4%)
Value$934.1K (-$14.8K)
Filed 2026-10-19
North Point Portfolio Managers Corp
DECREASED
Shares1,224 from 1,269
Change-45 (-4%)
Value$935.8K (-$11.8K)
Filed 2026-10-07
Corundum Trust Company, Inc
DECREASED
Shares1,223 from 1,233
Change-10 (-1%)
Value$932.7K (+$11.9K)
Filed 2026-10-29
HT Partners LLC
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$931.9K (+$19.4K)
Filed 2026-10-20
Triune Financial Partners, LLC
INCREASED
Shares1,220 from 1,217
Change+3 (+0%)
Value$930.5K (+$21.7K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares1,219 from 1,199
Change+20 (+2%)
Value$929.8K (+$34.6K)
Filed 2026-10-20
PCG Asset Management, LLC
DECREASED
Shares1,218 from 30,741
Change-29,523 (-96%)
Value$931.2K (-$22.1M)
Filed 2026-11-05
Navigate Wealth Management, LLC
INCREASED
Shares1,208 from 918
Change+290 (+32%)
Value$940.5K (+$258.2K)
Filed 2026-10-14
Security National Bank
INCREASED
Shares1,203 from 1,195
Change+8 (+1%)
Value$917.4K (+$25.1K)
Filed 2026-10-26
Aufman Associates Inc
DECREASED
Shares1,202 from 1,219
Change-17 (-1%)
Value$916.7K (+$6.3K)
Filed 2026-11-04
Tepp RIA, LLC
DECREASED
Shares1,200 from 1,587
Change-387 (-24%)
Value$915.5K (-$269.9K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
INCREASED
Shares1,200 from 1,063
Change+137 (+13%)
Value$915.2K (+$121.3K)
Filed 2026-11-04
Benchmark Financial, LLC
INCREASED
Shares1,200 from 1,196
Change+4 (+0%)
Value$915.2K (+$22.0K)
Filed 2026-10-16
Post Resch Tallon Group Inc.
INCREASED
Shares1,198 from 734
Change+464 (+63%)
Value$913.3K (+$365.1K)
Filed 2026-10-09
Northland Securities, Inc.
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$912.9K (+$19.0K)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares1,194 from 1,171
Change+23 (+2%)
Value$910.6K (+$35.8K)
Filed 2026-10-16
Intelligent Financial Strategies
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$912.7K (+$18.9K)
Filed 2026-10-16
Millennium Capital Advisors, LLC
INCREASED
Shares1,191 from 1,190
Change+1 (+0%)
Value$908.3K (+$19.2K)
Filed 2026-10-16
Westwood Wealth Management
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$908.3K (+$18.9K)
Filed 2026-10-29
Concord Asset Management, LLC
DECREASED
Shares1,190 from 1,194
Change-4 (0%)
Value$907.5K (+$15.9K)
Filed 2026-11-02
Gallacher Capital Management LLC
DECREASED
Shares1,189 from 1,488
Change-299 (-20%)
Value$906.9K (-$204.3K)
Filed 2026-10-30
Solitude Financial Services
DECREASED
Shares1,186 from 1,286
Change-100 (-8%)
Value$904.5K (-$55.9K)
Filed 2026-10-26
Avant Financial Advisors LLC
INCREASED
Shares1,185 from 1,170
Change+15 (+1%)
Value$903.7K (+$30.0K)
Filed 2026-11-02
GFG Capital, LLC
INCREASED
Shares1,184 from 542
Change+642 (+118%)
Value$902.9K (+$498.5K)
Filed 2026-10-16
Bullock Wealth Management Group
DECREASED
Shares1,183 from 1,632
Change-449 (-28%)
Value$903.5K (-$313.4K)
Filed 2026-10-09
Keudell ison Wealth Management
DECREASED
Shares1,183 from 1,187
Change-4 (0%)
Value$902.4K (+$15.7K)
Filed 2026-10-16
Blue Line Capital, LLC / IL
INCREASED
Shares1,181 from 1,154
Change+27 (+2%)
Value$900.5K (+$38.8K)
Filed 2026-11-04
Kennedy Investment Group, Inc.
INCREASED
Shares1,180 from 1,104
Change+76 (+7%)
Value$900.1K (+$75.3K)
Filed 2026-10-21
Schaeffer Financial LLC
DECREASED
Shares1,180 from 1,198
Change-18 (-1%)
Value$900.2K (+$5.3K)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
INCREASED
Shares1,177 from 1,118
Change+59 (+5%)
Value$897.7K (+$62.5K)
Filed 2026-10-09
IMPACTfolio, LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$896.4K (+$18.7K)
Filed 2026-10-28
5th Street Advisors, LLC
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$893.8K (+$18.6K)
Filed 2026-11-04
Quad-Cities Investment Group, LLC
DECREASED
Shares1,170 from 1,388
Change-218 (-16%)
Value$892.5K (-$143.7K)
Filed 2026-10-16
Camden National Bank
DECREASED
Shares1,169 from 1,250
Change-81 (-6%)
Value$891.5K (-$41.9K)
Filed 2026-11-02
Cidel Asset Management Inc
INCREASED
Shares1,166 from 1,134
Change+32 (+3%)
Value$889.2K (+$42.4K)
Filed 2026-10-29
Hudock, Inc.
DECREASED
Shares1,166 from 1,177
Change-11 (-1%)
Value$889.6K (+$9.9K)
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$886.9K (+$18.4K)
Filed 2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$887.0K (+$18.8K)
Filed 2026-10-29
Northcape Wealth Management, LLC
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$885.4K (+$18.4K)
Filed 2026-11-04
Nova R Wealth, Inc.
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$885.4K (+$18.6K)
Filed 2026-10-26
One Wealth Capital Management, LLC
DECREASED
Shares1,160 from 1,437
Change-277 (-19%)
Value$884.7K (-$188.4K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
DECREASED
Shares1,159 from 1,225
Change-66 (-5%)
Value$883.9K (-$30.9K)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares1,149 from 542
Change+607 (+112%)
Value$1.0M (+$409.1K)
Filed 2026-10-29
HighRoad Wealth Advisors, LLC
INCREASED
Shares1,148 from 1,124
Change+24 (+2%)
Value$875.6K (+$36.6K)
Filed 2026-10-14
Altura Wealth Advisors Inc.
INCREASED
Shares1,147 from 1,143
Change+4 (+0%)
Value$874.9K (+$21.6K)
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,146 from 1,148
Change-2 (0%)
Value$874.3K (+$16.7K)
Filed 2026-10-16
CMH Wealth Management LLC
DECREASED
Shares1,144 from 1,184
Change-40 (-3%)
Value$874.6K (-$11.8K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
INCREASED
Shares1,143 from 1,140
Change+3 (+0%)
Value$871.7K (+$20.3K)
Filed 2026-10-20
Paller Financial Services Inc
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$870.9K (+$18.1K)
Filed 2026-10-13
Vista Investment Partners II, LLC
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$870.3K (+$18.3K)
Filed 2026-10-15
Discipline Wealth Solutions, LLC
INCREASED
Shares1,139 from 1,129
Change+10 (+1%)
Value$868.9K (+$25.6K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$849.8K ($0)
Filed 2026-11-05
Forbes J M & Co LLP
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$867.9K (+$18.0K)
Filed 2026-10-16
Gerber, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$865.2K (+$18.5K)
Filed 2026-10-21
IVC Wealth Advisors LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$864.7K (+$18.2K)
Filed 2026-10-23
Quaker Wealth Management, LLC
DECREASED
Shares1,133 from 1,442
Change-309 (-21%)
Value$864.1K (-$212.5K)
Filed 2026-10-22
Noble Wealth Management PBC
DECREASED
Shares1,132 from 1,202
Change-70 (-6%)
Value$863.3K (-$34.3K)
Filed 2026-10-01
RS Crum Inc.
INCREASED
Shares1,132 from 1,131
Change+1 (+0%)
Value$863.4K (+$19.0K)
Filed 2026-10-19
Shrier Wealth Management, LLC
DECREASED
Shares1,131 from 1,219
Change-88 (-7%)
Value$862.2K (-$48.1K)
Filed 2026-10-20
Twelve Points Wealth Management LLC
INCREASED
Shares1,128 from 278
Change+850 (+306%)
Value$852.7K (+$644.9K)
Filed 2026-11-03
Variant Private Wealth, LLC
INCREASED
Shares1,125 from 1,102
Change+23 (+2%)
Value$857.7K (+$34.9K)
Filed 2026-10-21
Mueller Wealth, LLC
INCREASED
Shares1,125 from 1,122
Change+3 (+0%)
Value$857.7K (+$20.0K)
Filed 2026-11-05
Alkeme Wealth, LLC
INCREASED
Shares1,122 from 1,118
Change+4 (+0%)
Value$855.7K (+$20.8K)
Filed 2026-10-08
Allen Capital Group, LLC
DECREASED
Shares1,121 from 1,155
Change-34 (-3%)
Value$854.9K (-$7.6K)
Filed 2026-10-27
Tenzing Financial LLC
DECREASED
Shares1,119 from 1,176
Change-57 (-5%)
Value$857.4K (-$25.8K)
Filed 2026-11-03
TriaGen Wealth Management LLC
INCREASED
Shares1,119 from 1,106
Change+13 (+1%)
Value$853.5K (+$27.5K)
Filed 2026-10-14
Lincoln Capital LLC
DECREASED
Shares1,111 from 1,133
Change-22 (-2%)
Value$847.7K (+$1.9K)
Filed 2026-10-09
Mascoma Wealth Management LLC
DECREASED
Shares1,110 from 1,327
Change-217 (-16%)
Value$846.5K (-$144.4K)
Filed 2026-10-23
Focused Wealth Management, Inc
DECREASED
Shares1,109 from 1,246
Change-137 (-11%)
Value$845.4K (-$84.7K)
Filed 2026-10-30
Marotta Asset Management
INCREASED
Shares1,108 from 1,100
Change+8 (+1%)
Value$845.1K (+$24.8K)
Filed 2026-10-02
Alternative Investment Advisors, Llc.
INCREASED
Shares1,107 from 1,101
Change+6 (+1%)
Value$845.8K (+$23.5K)
Filed 2026-11-03
R. W. Roge & Company, Inc.
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$843 (-$824.2K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED
Shares1,104 from 1,069
Change+35 (+3%)
Value$841.6K (+$43.6K)
Filed 2026-10-16
GreatBanc Trust Co
DECREASED
Shares1,104 from 1,115
Change-11 (-1%)
Value$841.9K (+$9.3K)
Filed 2026-11-04
Matthew Goff Investment Advisor, LLC
NEW
Shares1,103
Change+1,103
Value$841.2K
Filed 2026-10-13
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$823.2K ($0)
Filed 2026-10-13
Cooke Wealth Management, LLC
DECREASED
Shares1,101 from 1,302
Change-201 (-15%)
Value$839.7K (-$132.6K)
Filed 2026-10-13
Schulz Wealth, Ltd.
INCREASED
Shares1,101 from 1,037
Change+64 (+6%)
Value$840.6K (+$65.2K)
Filed 2026-11-03
Lakewood Asset Management LLC
DECREASED
Shares1,098 from 1,099
Change-1 (0%)
Value$837.5K (+$16.5K)
Filed 2026-10-26
Private Wealth Management Group, LLC
DECREASED
Shares1,095 from 1,131
Change-36 (-3%)
Value$835.1K (-$9.5K)
Filed 2026-10-19
Meadowbrook Wealth Management, LLC
INCREASED
Shares1,087 from 937
Change+150 (+16%)
Value$829.0K (+$130.2K)
Filed 2026-10-08
Financial Life Advisors
INCREASED
Shares1,087 from 1,086
Change+1 (+0%)
Value$829.0K (+$18.0K)
Filed 2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares1,085 from 981
Change+104 (+11%)
Value$827.5K (+$94.9K)
Filed 2026-10-20
Reston Wealth Management LLC
INCREASED
Shares1,084 from 1,082
Change+2 (+0%)
Value$826.8K (+$19.1K)
Filed 2026-10-29
Citrine Capital LLC
INCREASED
Shares1,083 from 709
Change+374 (+53%)
Value$825.9K (+$296.5K)
Filed 2026-10-14
NavPoint Financial, Inc.
INCREASED
Shares1,083 from 1,080
Change+3 (+0%)
Value$825.6K (+$19.2K)
Filed 2026-10-21
Avid Wealth Partners LLC
INCREASED
Shares1,079 from 992
Change+87 (+9%)
Value$822.8K (+$82.0K)
Filed 2026-11-03
Financial Futures Ltd Liability Co.
DECREASED
Shares1,077 from 1,089
Change-12 (-1%)
Value$821.2K (+$8.2K)
Filed 2026-10-13
Bath Savings Trust Co
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$819.1K (+$17.0K)
Filed 2026-10-07
WP Advisors, LLC
INCREASED
Shares1,069 from 1,067
Change+2 (+0%)
Value$815.4K (+$18.8K)
Filed 2026-10-22
25 LLC
UNCHANGED
Shares1,069 from 1,069
Change0 (0%)
Value$815.3K (+$17.1K)
Filed 2026-10-13
Harbor Group, Inc.
DECREASED
Shares1,068 from 1,071
Change-3 (0%)
Value$814.9K (+$15.0K)
Filed 2026-10-14
Monument Group Wealth Advisors, LLC
INCREASED
Shares1,066 from 1,048
Change+18 (+2%)
Value$813.3K (+$30.4K)
Filed 2026-10-21
Shade Tree Advisors LLC
DECREASED
Shares1,064 from 1,163
Change-99 (-9%)
Value$811.7K (-$56.5K)
Filed 2026-10-22
T3 Companies, LLC
DECREASED
Shares1,061 from 5,250
Change-4,189 (-80%)
Value$809.2K (-$3.1M)
Filed 2026-10-22
Polaris Investment Advisors, LLC
DECREASED
Shares1,059 from 1,153
Change-94 (-8%)
Value$807.9K (-$53.4K)
Filed 2026-10-20
Boothe Investment Group, Inc.
INCREASED
Shares1,058 from 1,011
Change+47 (+5%)
Value$806.6K (+$52.0K)
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
DECREASED
Shares1,057 from 1,124
Change-67 (-6%)
Value$806.2K (-$33.2K)
Filed 2026-10-26
Phraction Management LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$803.8K (+$16.7K)
Filed 2026-10-14
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,053 from 1,051
Change+2 (+0%)
Value$803.0K (+$17.8K)
Filed 2026-10-29
RDA Financial Network
INCREASED
Shares1,052 from 1,042
Change+10 (+1%)
Value$802.3K (+$24.1K)
Filed 2026-10-15
Miller Financial Services LLC
DECREASED
Shares1,050 from 1,097
Change-47 (-4%)
Value$800.8K (-$77.3K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares1,049 from 1,048
Change+1 (+0%)
Value$799.9K (+$17.3K)
Filed 2026-10-28
Keeler Thomas Management LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$799.2K (+$16.5K)
Filed 2026-10-29
Blue Square Asset Management, LLC
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$796.9K (+$16.6K)
Filed 2026-11-02
Vista Finance, LLC
INCREASED
Shares1,042 from 935
Change+107 (+11%)
Value$794.3K (+$95.8K)
Filed 2026-10-23
Ellsworth Advisors, LLC
INCREASED
Shares1,042 from 1,028
Change+14 (+1%)
Value$794.4K (+$18.6K)
Filed 2026-10-15
Sunpointe, LLC
DECREASED
Shares1,040 from 2,803
Change-1,763 (-63%)
Value$793.0K (-$1.3M)
Filed 2026-10-22
Nicholas Wealth, Llc.
DECREASED
Shares1,040 from 1,381
Change-341 (-25%)
Value$793.1K (-$15.9K)
Filed 2026-10-26
KFG Wealth Management, LLC
INCREASED
Shares1,039 from 1,038
Change+1 (+0%)
Value$792.4K (+$17.6K)
Filed 2026-10-16
Seneca Financial Advisors LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$792.7K (+$16.6K)
Filed 2026-10-28
Wealth Effects LLC
DECREASED
Shares1,038 from 1,092
Change-54 (-5%)
Value$791.7K (-$23.8K)
Filed 2026-10-23
Capstone Wealth Management Group, Inc.
DECREASED
Shares1,035 from 1,098
Change-63 (-6%)
Value$789.3K (-$30.6K)
Filed 2026-10-19
AmeriServ Wealth Advisors
DECREASED
Shares1,032 from 1,082
Change-50 (-5%)
Value$787.0K (-$21.0K)
Filed 2026-10-21
Sidoxia Capital Management, LLC
DECREASED
Shares1,031 from 1,041
Change-10 (-1%)
Value$786.3K (+$8.9K)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares1,031 from 1,030
Change+1 (+0%)
Value$786.3K (+$17.1K)
Filed 2026-10-30
Wespac Advisors, LLC
INCREASED
Shares1,029 from 767
Change+262 (+34%)
Value$784.7K (+$212.0K)
Filed 2026-10-26
Allodium Investment Consultants, LLC
DECREASED
Shares1,028 from 1,055
Change-27 (-3%)
Value$784.0K (-$3.9K)
Filed 2026-10-14
SilverOak Wealth Management LLC
DECREASED
Shares1,028 from 1,037
Change-9 (-1%)
Value$784.0K (+$9.6K)
Filed 2026-10-29
Legacies Wealth LLC
DECREASED
Shares1,024 from 1,064
Change-40 (-4%)
Value$780.9K (-$13.6K)
Filed 2026-11-02
Succession Financial, Inc.
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$779.5K (+$16.2K)
Filed 2026-10-14
MMA Asset Management LLC
DECREASED
Shares1,021 from 1,050
Change-29 (-3%)
Value$779.0K (-$4.7K)
Filed 2026-11-02
Bull Oak Capital, LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$777.8K (+$16.2K)
Filed 2026-10-23
New Capital Management LP
INCREASED
Shares1,018 from 802
Change+216 (+27%)
Value$776.3K (+$177.4K)
Filed 2026-10-29
Clear Retirement Advice LLC
INCREASED
Shares1,017 from 874
Change+143 (+16%)
Value$775.6K (+$122.9K)
Filed 2026-10-22
Alliance Private Wealth, LLC
INCREASED
Shares1,011 from 951
Change+60 (+6%)
Value$771.0K (+$60.8K)
Filed 2026-10-20
Whitcomb & Hess, Inc.
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$769.7K (+$16.2K)
Filed 2026-10-07
High Point Wealth Management, LLC
INCREASED
Shares1,007 from 966
Change+41 (+4%)
Value$768.1K (+$46.7K)
Filed 2026-11-05
Sherman Wealth Management LLC
INCREASED
Shares1,007 from 1,005
Change+2 (+0%)
Value$768.3K (+$17.9K)
Filed 2026-10-16
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$764.9K (+$15.9K)
Filed 2026-10-13
Lpwm LLC
INCREASED
Shares999 from 912
Change+87 (+10%)
Value$761.8K (+$80.7K)
Filed 2026-10-20
Acima Private Wealth, LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$761.9K (+$15.8K)
Filed 2026-10-05
CPA Asset Management Group, LLC
INCREASED
Shares997 from 996
Change+1 (+0%)
Value$760.7K (+$17.2K)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$761.7K (+$17.1K)
Filed 2026-10-29
DeDora Capital, Inc.
DECREASED
Shares995 from 1,001
Change-6 (-1%)
Value$758.8K (+$11.3K)
Filed 2026-10-26
Sfam, LLC
INCREASED
Shares994 from 938
Change+56 (+6%)
Value$758.1K (+$57.6K)
Filed 2026-11-03
Harrell Investment Partners, LLC
INCREASED
Shares994 from 989
Change+5 (+1%)
Value$758.1K (+$19.5K)
Filed 2026-10-15
Serenity Investment Advisors
INCREASED
Shares991 from 983
Change+8 (+1%)
Value$755.8K (+$6.1K)
Filed 2026-10-30
Creekside Partners
INCREASED
Shares991 from 990
Change+1 (+0%)
Value$755.5K (+$16.1K)
Filed 2026-11-04
BostonPremier Wealth LLC
INCREASED
Shares986 from 958
Change+28 (+3%)
Value$751.9K (+$36.6K)
Filed 2026-10-16
Regatta Capital Group, LLC
DECREASED
Shares984 from 1,004
Change-20 (-2%)
Value$750.4K (+$494)
Filed 2026-10-23
Bluesphere Advisors LLC
DECREASED
Shares983 from 1,058
Change-75 (-7%)
Value$749.7K (-$40.4K)
Filed 2026-10-19
Zullo Investment Group, Inc.
DECREASED
Shares979 from 1,004
Change-25 (-2%)
Value$746.6K (-$3.1K)
Filed 2026-10-20
Shum Financial Group, Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$746.6K (+$15.5K)
Filed 2026-10-13
Boyum Wealth Architects LLC
DECREASED
Shares977 from 997
Change-20 (-2%)
Value$752.1K (+$5.4K)
Filed 2026-10-06
Enzi Wealth
INCREASED
Shares976 from 975
Change+1 (+0%)
Value$759.5K (+$26.5K)
Filed 2026-10-14
MFG Investments, LLC
NEW
Shares975
Change+975
Value$743.5K
Filed 2026-10-30
Wolff Financial Management LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$743.6K (+$15.5K)
Filed 2026-10-23
Apeiron RIA LLC
DECREASED
Shares973 from 1,506
Change-533 (-35%)
Value$743.1K (-$381.4K)
Filed 2026-10-08
Butensky & Cohen Financial Security, Inc
INCREASED
Shares972 from 965
Change+7 (+1%)
Value$741.2K (+$21.0K)
Filed 2026-10-13
LifeGoal Investments, LLC
INCREASED
Shares968 from 788
Change+180 (+23%)
Value$738.2K (+$149.8K)
Filed 2026-10-09
Chris Bulman Inc
INCREASED
Shares968 from 964
Change+4 (+0%)
Value$738.2K (+$18.3K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
INCREASED
Shares966 from 476
Change+490 (+103%)
Value$736.7K (+$381.2K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares966 from 859
Change+107 (+12%)
Value$736.7K (+$95.2K)
Filed 2026-11-03
Birch Financial Group, LLC
INCREASED
Shares966 from 962
Change+4 (+0%)
Value$736.8K (+$18.4K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares965 from 311
Change+654 (+210%)
Value$737.5K (+$504.6K)
Filed 2026-10-20
Verde Capital Management
DECREASED
Shares959 from 1,080
Change-121 (-11%)
Value$732.0K (-$74.9K)
Filed 2026-10-28
Stewardship Advisors, LLC
DECREASED
Shares959 from 1,004
Change-45 (-4%)
Value$731.4K (-$18.4K)
Filed 2026-10-20
Asio Capital, LLC
DECREASED
Shares959 from 974
Change-15 (-2%)
Value$731.5K (+$4.0K)
Filed 2026-10-19
Commerce Advisors, LLC
DECREASED
Shares957 from 1,086
Change-129 (-12%)
Value$729.6K (-$81.2K)
Filed 2026-10-19
FF Advisors,LLC
DECREASED
Shares955 from 963
Change-8 (-1%)
Value$728.3K (+$9.2K)
Filed 2026-10-21
Wespac Advisors SoCal, LLC
INCREASED
Shares953 from 916
Change+37 (+4%)
Value$726.8K (+$42.7K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares952 from 890
Change+62 (+7%)
Value$725.9K (+$61.3K)
Filed 2026-10-15
DSG Capital Advisors, LLC
DECREASED
Shares949 from 1,011
Change-62 (-6%)
Value$723.7K (-$36.4K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares947 from 953
Change-6 (-1%)
Value$722.2K (+$10.8K)
Filed 2026-11-03
Luts & Greenleigh Group, Inc.
DECREASED
Shares944 from 948
Change-4 (0%)
Value$719.6K (+$11.8K)
Filed 2026-11-05
DeLarme Wealth Management, Inc.
INCREASED
Shares941 from 880
Change+61 (+7%)
Value$717.5K (+$60.2K)
Filed 2026-10-30
Delta Wealth Advisors LLC
DECREASED
Shares937 from 1,286
Change-349 (-27%)
Value$714.6K (-$245.8K)
Filed 2026-10-09
Pacific Sage Partners, LLC
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$714.4K (+$14.9K)
Filed 2026-10-21
Quarry Hill Advisors, LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$713.8K (+$14.8K)
Filed 2026-11-04
Peoples Bank
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$713.8K (+$14.8K)
Filed 2026-10-09
AJ Advisors, LLC
DECREASED
Shares935 from 1,820
Change-885 (-49%)
Value$712.8K (-$646.3K)
Filed 2026-10-29
Bay Capital Advisors, LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$713.1K (+$14.8K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
INCREASED
Shares933 from 842
Change+91 (+11%)
Value$711.3K (+$82.7K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
DECREASED
Shares932 from 947
Change-15 (-2%)
Value$710.5K (+$2.9K)
Filed 2026-10-26
Fulcrum Capital LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$709.2K (+$14.8K)
Filed 2026-10-15
ADE, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$706.5K (+$14.7K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
DECREASED
Shares924 from 940
Change-16 (-2%)
Value$705.0K (+$2.9K)
Filed 2026-11-03
William B. Walkup & Associates, Inc.
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$703.9K (+$14.6K)
Filed 2026-11-05
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$704.0K (+$14.6K)
Filed 2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED
Shares922 from 929
Change-7 (-1%)
Value$703.1K (+$9.6K)
Filed 2026-10-09
Unified Investment Management
DECREASED
Shares919 from 929
Change-10 (-1%)
Value$700.9K (+$7.1K)
Filed 2026-10-14
Turn8 Private Wealth Inc.
INCREASED
Shares918 from 913
Change+5 (+1%)
Value$700.1K (+$18.3K)
Filed 2026-11-05
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares914 from 913
Change+1 (+0%)
Value$696.9K (+$15.3K)
Filed 2026-11-03
Donalies Financial Planning, LLC
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$695.5K (+$14.5K)
Filed 2026-10-19
Retiremitten Financial LLC
DECREASED
Shares910 from 1,075
Change-165 (-15%)
Value$702.6K (-$100.5K)
Filed 2026-11-05
Adell Harriman & Carpenter Inc
INCREASED
Shares909 from 803
Change+106 (+13%)
Value$693.2K (+$93.6K)
Filed 2026-11-02
BG Investment Services, LLC
DECREASED
Shares906 from 934
Change-28 (-3%)
Value$690.6K (-$7.0K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$690.7K (+$14.4K)
Filed 2026-10-13
InvesTrust
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$689.4K (+$14.3K)
Filed 2026-10-14
Hunter Associates Investment Management LLC
INCREASED
Shares902 from 802
Change+100 (+12%)
Value$688 (-$598.3K)
Filed 2026-10-26
WestHill Financial Advisors, Inc.
DECREASED
Shares902 from 929
Change-27 (-3%)
Value$688.1K (-$5.9K)
Filed 2026-10-14
Boston Standard Wealth Management, LLC
INCREASED
Shares902 from 898
Change+4 (+0%)
Value$688.4K (+$17.9K)
Filed 2026-10-07
Cascade Investment Advisors, Inc.
INCREASED
Shares898 from 606
Change+292 (+48%)
Value$684.9K (+$232.1K)
Filed 2026-11-02
Daytona Street Capital LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$693.9K (+$17.1K)
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
INCREASED
Shares896 from 608
Change+288 (+47%)
Value$683.3K (+$229.3K)
Filed 2026-11-04
Thrive Capital Management, LLC
DECREASED
Shares894 from 907
Change-13 (-1%)
Value$681.8K (+$4.2K)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares893 from 970
Change-77 (-8%)
Value$681.1K (-$43.3K)
Filed 2026-11-03
NovaPoint Capital, LLC
INCREASED
Shares889 from 636
Change+253 (+40%)
Value$677.9K (+$203.0K)
Filed 2026-10-22
Lantern Wealth Advisors, LLC
INCREASED
Shares889 from 698
Change+191 (+27%)
Value$677.7K (+$93.2K)
Filed 2026-10-22
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$677.2K (+$14.1K)
Filed 2026-10-06
Sageworth Trust Co of South Dakota
DECREASED
Shares885 from 1,110
Change-225 (-20%)
Value$674.9K (-$154.0K)
Filed 2026-10-30
Advocate Group LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$675.3K (+$14.1K)
Filed 2026-10-19
Ballast Financial Advisors LLC
INCREASED
Shares884 from 876
Change+8 (+1%)
Value$674.2K (+$19.9K)
Filed 2026-10-26
Mill Capital Management, LLC
INCREASED
Shares883 from 751
Change+132 (+18%)
Value$673.4K (+$112.6K)
Filed 2026-10-26
Matisse Capital
INCREASED
Shares883 from 882
Change+1 (+0%)
Value$673.3K (+$15.0K)
Filed 2026-10-29
Centennial Advisors, LLC
INCREASED
Shares882 from 735
Change+147 (+20%)
Value$672.5K (+$123.9K)
Filed 2026-10-21
Strategic Planning Group, LLC
DECREASED
Shares882 from 979
Change-97 (-10%)
Value$672.7K (-$58.5K)
Filed 2026-10-22
WealthCare Investment Partners, LLC
INCREASED
Shares879 from 858
Change+21 (+2%)
Value$670.1K (+$29.5K)
Filed 2026-11-05
Choice Wealth Advisors LLC
INCREASED
Shares879 from 877
Change+2 (+0%)
Value$670.1K (+$15.2K)
Filed 2026-10-16
Tanglewood Wealth Management, Inc.
INCREASED
Shares878 from 448
Change+430 (+96%)
Value$669.7K (+$335.1K)
Filed 2026-10-23
Spectrum Advisors, Inc.
DECREASED
Shares877 from 1,216
Change-339 (-28%)
Value$668.8K (-$239.2K)
Filed 2026-11-03
Obsidian CIO, LLC
INCREASED
Shares876 from 99
Change+777 (+785%)
Value$668.2K (+$594.2K)
Filed 2026-11-05
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares875 from 595
Change+280 (+47%)
Value$668.9K (+$223.2K)
Filed 2026-11-05
Roxbury Financial LLC
INCREASED
Shares874 from 872
Change+2 (+0%)
Value$666.5K (+$15.5K)
Filed 2026-10-01
KDK Private Wealth Management, LLC
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$666.5K (+$13.9K)
Filed 2026-11-03
Petredis Investment Advisors LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$663.5K (+$13.8K)
Filed 2026-10-20
Integrity Investment Advisors, LLC
INCREASED
Shares869 from 772
Change+97 (+13%)
Value$663.0K (+$86.5K)
Filed 2026-11-03
Aerodigm Wealth, LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$658.9K (+$13.7K)
Filed 2026-10-16
Vision Capital Management, Inc.
DECREASED
Shares863 from 869
Change-6 (-1%)
Value$658.2K (+$9.2K)
Filed 2026-10-20
Hoge Financial Services, LLC
DECREASED
Shares862 from 899
Change-37 (-4%)
Value$657.3K (-$13.7K)
Filed 2026-11-05
Finward Bancorp
INCREASED
Shares861 from 788
Change+73 (+9%)
Value$656.6K (+$68.2K)
Filed 2026-10-14
Finley Financial, LLC
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$657.8K (+$14.8K)
Filed 2026-10-28
Atlas Wealth Partners, LLC
INCREASED
Shares860 from 813
Change+47 (+6%)
Value$655.9K (+$48.7K)
Filed 2026-11-03
Snider Financial Group
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$654.8K (+$13.6K)
Filed 2026-10-16
Orrstown Financial Services Inc
INCREASED
Shares856 from 855
Change+1 (+0%)
Value$652.8K (+$14.3K)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
INCREASED
Shares856 from 855
Change+1 (+0%)
Value$652.9K (+$14.7K)
Filed 2026-10-07
Legacy Solutions, LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$653.2K (+$13.9K)
Filed 2026-10-07
Moller Wealth Partners
INCREASED
Shares855 from 686
Change+169 (+25%)
Value$652.0K (+$139.8K)
Filed 2026-10-15
Fishman JAY A LTD
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$652.0K (+$13.6K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares851 from 765
Change+86 (+11%)
Value$649.3K (+$78.2K)
Filed 2026-10-14
Rahlfs Capital, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$648.2K (+$13.5K)
Filed 2026-10-23
First Growth Capital LLC
DECREASED
Shares849 from 1,139
Change-290 (-25%)
Value$647.5K (-$203.1K)
Filed 2026-10-15
Arjuna Capital
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$645.9K (+$13.4K)
Filed 2026-11-03
Eastover Investment Advisors LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$644.4K (+$13.4K)
Filed 2026-10-05
WJ Wealth Management, LLC
DECREASED
Shares842 from 843
Change-1 (0%)
Value$641.2K (+$12.6K)
Filed 2026-11-03
RMR Capital Management, LLC
INCREASED
Shares841 from 751
Change+90 (+12%)
Value$641.6K (+$80.7K)
Filed 2026-10-23
Farnam Financial LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$640.4K (+$13.8K)
Filed 2026-10-21
Vann Equity Management LLC
INCREASED
Shares838 from 301
Change+537 (+178%)
Value$638.9K (+$413.9K)
Filed 2026-10-08
Brown Wealth Management, LLC
DECREASED
Shares838 from 969
Change-131 (-14%)
Value$639.2K (-$84.5K)
Filed 2026-10-20
Instrumental Wealth, LLC
INCREASED
Shares838 from 835
Change+3 (+0%)
Value$638.8K (+$15.1K)
Filed 2026-10-20
Cox Capital Mgt LLC
DECREASED
Shares837 from 873
Change-36 (-4%)
Value$638.3K (-$13.6K)
Filed 2026-10-07
Lauer Wealth, LLC
INCREASED
Shares835 from 828
Change+7 (+1%)
Value$646.2K (+$23.7K)
Filed 2026-10-13
SLT Holdings LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$635.3K (+$13.2K)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$635.0K (+$13.2K)
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED
Shares831 from 803
Change+28 (+3%)
Value$633.8K (+$34.1K)
Filed 2026-11-04
City Center Advisors, LLC
DECREASED
Shares829 from 832
Change-3 (0%)
Value$632.5K (+$11.0K)
Filed 2026-10-08
Boyd Wealth Management, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$631.5K (+$13.1K)
Filed 2026-10-20
Rhodes Investment Advisors Inc
NEW
Shares825
Change+825
Value$629.2K
Filed 2026-10-07
KWB Wealth
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$628.4K (+$13.1K)
Filed 2026-10-16
Kelly Financial Group LLC
INCREASED
Shares821 from 819
Change+2 (+0%)
Value$626.6K (+$14.7K)
Filed 2026-10-16
Torren Management, LLC
INCREASED
Shares819 from 744
Change+75 (+10%)
Value$624.2K (+$69.0K)
Filed 2026-10-29
Gibraltar Capital Management, Inc.
INCREASED
Shares816 from 752
Change+64 (+9%)
Value$622.4K (+$60.9K)
Filed 2026-10-27
Lakeshore Financial Planning, Inc.
INCREASED
Shares816 from 807
Change+9 (+1%)
Value$622.3K (+$19.7K)
Filed 2026-10-13
Ares Financial Consulting, LLC
INCREASED
Shares815 from 813
Change+2 (+0%)
Value$621.7K (+$14.4K)
Filed 2026-10-19
Crescent Sterling, Ltd.
INCREASED
Shares814 from 689
Change+125 (+18%)
Value$620.8K (+$106.3K)
Filed 2026-10-16
Hudson Oak Wealth Advisory LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$619.3K (+$12.9K)
Filed 2026-10-16
Solutions 4 Wealth, Ltd
DECREASED
Shares810 from 817
Change-7 (-1%)
Value$617.7K (+$7.7K)
Filed 2026-11-03
Aviso Wealth Management
DECREASED
Shares808 from 838
Change-30 (-4%)
Value$616.2K (-$9.6K)
Filed 2026-11-04
Colonial River Investments, LLC
DECREASED
Shares808 from 822
Change-14 (-2%)
Value$616.2K (+$2.4K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
DECREASED
Shares808 from 822
Change-14 (-2%)
Value$608.7K (-$5.5K)
Filed 2026-11-02
SMH Capital Advisors Inc
INCREASED
Shares807 from 806
Change+1 (+0%)
Value$615.1K (+$13.1K)
Filed 2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$613.9K (+$12.8K)
Filed 2026-10-28
FC Advisory LLC
DECREASED
Shares801 from 932
Change-131 (-14%)
Value$610.6K (-$85.4K)
Filed 2026-10-05
Creative Capital Management Investments LLC
DECREASED
Shares801 from 833
Change-32 (-4%)
Value$610.9K (-$11.2K)
Filed 2026-10-28
Straight Path Wealth Management
DECREASED
Shares801 from 813
Change-12 (-1%)
Value$611.1K (+$3.8K)
Filed 2026-10-23
Asset Planning Services Inc
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$609 (-$596.4K)
Filed 2026-10-15
Spurstone Advisory Services, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$605.1K (+$14.4K)
Filed 2026-11-02
Bluestem Financial Advisors, LLC
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$603.2K (+$12.5K)
Filed 2026-10-20
Detalus Advisors, LLC
INCREASED
Shares788 from 774
Change+14 (+2%)
Value$600.6K (+$23.0K)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$600.5K (+$13.1K)
Filed 2026-10-20
Western Pacific Wealth Management, LP
INCREASED
Shares784 from 783
Change+1 (+0%)
Value$597.6K (+$12.7K)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares780 from 572
Change+208 (+36%)
Value$594.9K (+$167.7K)
Filed 2026-10-28
Ipsen Advisor Group LLC
INCREASED
Shares778 from 776
Change+2 (+0%)
Value$593.0K (+$13.8K)
Filed 2026-10-29
Broadway Wealth Solutions, Inc.
DECREASED
Shares777 from 808
Change-31 (-4%)
Value$592.7K (-$10.3K)
Filed 2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$591.0K (+$12.3K)
Filed 2026-10-27
Planned Solutions, Inc.
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$590.3K (+$12.3K)
Filed 2026-10-19
Advus Financial Partners, LLC
INCREASED
Shares772 from 737
Change+35 (+5%)
Value$589.0K (+$37.4K)
Filed 2026-10-20
Sachem Hill LLC
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$588.1K (+$12.3K)
Filed 2026-10-14
ARK & TLK Investments, LLC
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$588.0K (+$12.2K)
Filed 2026-10-20
Vannoy Advisory Group, Inc.
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$588.0K (+$12.2K)
Filed 2026-10-13
Grant Private Wealth Management Inc
DECREASED
Shares770 from 850
Change-80 (-9%)
Value$587.2K (-$47.5K)
Filed 2026-10-19
Mindset Wealth Management, LLC
DECREASED
Shares769 from 992
Change-223 (-22%)
Value$586.7K (-$154.4K)
Filed 2026-10-19
Congress Park Capital LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$584.6K (+$12.2K)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares766 from 1,223
Change-457 (-37%)
Value$584.2K (-$329.1K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares759 from 920
Change-161 (-17%)
Value$578.6K (-$108.4K)
Filed 2026-10-26
Hiley Hunt Wealth Management
DECREASED
Shares757 from 917
Change-160 (-17%)
Value$577.4K (-$107.5K)
Filed 2026-10-08
Altrius Capital Management Inc
DECREASED
Shares757 from 762
Change-5 (-1%)
Value$577.8K (+$8.5K)
Filed 2026-11-05
FWG Investments, Llc.
DECREASED
Shares756 from 814
Change-58 (-7%)
Value$576.7K (-$31.5K)
Filed 2026-11-03
Kingsman Wealth Management, Inc.
INCREASED
Shares756 from 742
Change+14 (+2%)
Value$576.6K (+$22.2K)
Filed 2026-10-13
Farrow Financial, Inc.
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$576.5K (+$12.0K)
Filed 2026-10-30
Total Wealth Planning & Management, Inc.
INCREASED
Shares755 from 754
Change+1 (+0%)
Value$575.9K (+$12.7K)
Filed 2026-10-23
Stableford Capital II LLC
DECREASED
Shares754 from 1,069
Change-315 (-29%)
Value$575.0K (-$223.3K)
Filed 2026-10-09
North Forty Two & Co.
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$574.5K (+$12.1K)
Filed 2026-10-19
Legacy Bridge, LLC
DECREASED
Shares752 from 770
Change-18 (-2%)
Value$573.7K (-$1.5K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$573.5K (+$11.9K)
Filed 2026-10-21
Atwater Malick LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$572.7K (+$11.9K)
Filed 2026-10-15
SFE Investment Counsel
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$572.0K (+$11.9K)
Filed 2026-10-29
Dynamic Financial Group
INCREASED
Shares748 from 745
Change+3 (+0%)
Value$570.7K (+$14.5K)
Filed 2026-10-28
Capital Squared Financial LLC
INCREASED
Shares747 from 647
Change+100 (+15%)
Value$569.4K (+$86.6K)
Filed 2026-10-30
StoneCrest Wealth Management, Inc.
DECREASED
Shares746 from 750
Change-4 (-1%)
Value$568.9K (+$8.8K)
Filed 2026-11-03
Brown Financial Advisory
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$567.3K (+$11.8K)
Filed 2026-11-05
Alessandra Capital Management, LLC
DECREASED
Shares743 from 789
Change-46 (-6%)
Value$566.6K (-$22.6K)
Filed 2026-10-30
Villere ST Denis J & Co LLC
DECREASED
Shares740 from 830
Change-90 (-11%)
Value$564.3K (-$55.5K)
Filed 2026-11-04
Altiora Financial Group, LLC
INCREASED
Shares738 from 737
Change+1 (+0%)
Value$562.9K (+$12.8K)
Filed 2026-11-04
Smith Shellnut Wilson LLC
DECREASED
Shares737 from 867
Change-130 (-15%)
Value$562.1K (-$85.4K)
Filed 2026-10-21
Kondo Wealth Advisors, Inc.
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$562.1K (+$11.7K)
Filed 2026-10-19
Uncommon Cents Investing Inc
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$558.5K (+$11.6K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares730 from 365
Change+365 (+100%)
Value$557.0K (+$284.3K)
Filed 2026-10-15
MN Wealth Advisors, LLC
INCREASED
Shares730 from 728
Change+2 (+0%)
Value$556.9K (+$13.0K)
Filed 2026-10-23
Strengthening Families & Communities, LLC
INCREASED
Shares729 from 602
Change+127 (+21%)
Value$556.3K (+$106.7K)
Filed 2026-10-21
Barton Investment Management
DECREASED
Shares729 from 839
Change-110 (-13%)
Value$556.0K (-$70.6K)
Filed 2026-10-27
Monetary Solutions, Ltd
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$555.2K (+$11.5K)
Filed 2026-10-22
Asempa Wealth Advisors
DECREASED
Shares727 from 730
Change-3 (0%)
Value$555.6K (+$10.3K)
Filed 2026-10-07
Cardinal Capital Management
INCREASED
Shares724 from 645
Change+79 (+12%)
Value$553.6K (+$70.7K)
Filed 2026-10-21
David Kennon Inc
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$550.6K (+$11.5K)
Filed 2026-10-13
Promethium Advisors,llc
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$552.0K (+$11.9K)
Filed 2026-10-19
Norris Perne & French LLP
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$550.4K (+$11.5K)
Filed 2026-10-23
Eagle Harbor Asset Management Inc
INCREASED
Shares721 from 707
Change+14 (+2%)
Value$550.1K (+$22.5K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares721 from 723
Change-2 (0%)
Value$549.9K (+$9.9K)
Filed 2026-10-14
Parker Financial LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$549.9K (+$11.4K)
Filed 2026-11-05
Timonier Family Office, Ltd.
INCREASED
Shares718 from 717
Change+1 (+0%)
Value$548.6K (+$11.9K)
Filed 2026-11-03
HWG Holdings LP
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$547.6K (+$11.4K)
Filed 2026-10-08
Montgomery Investment Management Inc
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$546.0K (+$11.4K)
Filed 2026-10-26
Cooper Capital Advisors LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$543.3K (+$11.3K)
Filed 2026-10-29
WealthTrust Asset Management, LLC
INCREASED
Shares708 from 550
Change+158 (+29%)
Value$539.9K (+$129.2K)
Filed 2026-10-22
Crew Capital Management, Ltd
DECREASED
Shares707 from 782
Change-75 (-10%)
Value$539.2K (-$44.8K)
Filed 2026-10-28
Dagco, Inc.
DECREASED
Shares707 from 727
Change-20 (-3%)
Value$539.2K (-$3.7K)
Filed 2026-10-20
Oak Asset Management, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$537.7K (+$11.2K)
Filed 2026-10-13
Pacifica Partners Inc.
INCREASED
Shares699 from 645
Change+54 (+8%)
Value$534.0K (+$53.6K)
Filed 2026-10-09
Coquina Private Wealth LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$530.8K (+$11.0K)
Filed 2026-10-27
Great Point Wealth Advisors, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$528.9K (+$11.0K)
Filed 2026-10-15
RPG Investment Advisory, LLC
DECREASED
Shares692 from 897
Change-205 (-23%)
Value$527.8K (-$142.1K)
Filed 2026-10-21
Integris Wealth Management, LLC
INCREASED
Shares690 from 689
Change+1 (+0%)
Value$526.2K (+$11.7K)
Filed 2026-10-14
Base Wealth Management LLC
DECREASED
Shares689 from 696
Change-7 (-1%)
Value$525.6K (+$5.5K)
Filed 2026-10-21
Mayfair Advisory Group, LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$524.1K (+$16.6K)
Filed 2026-10-20
Clearwave Capital, LLC
INCREASED
Shares686 from 684
Change+2 (+0%)
Value$523.3K (+$12.1K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED
Shares684 from 678
Change+6 (+1%)
Value$521.4K (+$15.3K)
Filed 2026-10-26
Pflug Koory, LLC
DECREASED
Shares683 from 687
Change-4 (-1%)
Value$520.8K (+$7.6K)
Filed 2026-10-26
Directional Asset Management
DECREASED
Shares682 from 755
Change-73 (-10%)
Value$520.0K (-$43.7K)
Filed 2026-10-22
Gill Capital Partners, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$520.2K (+$10.9K)
Filed 2026-10-13
Benedict Financial Advisors Inc
INCREASED
Shares679 from 678
Change+1 (+0%)
Value$517.8K (+$11.8K)
Filed 2026-10-07
Meadow Creek Wealth Advisors LLC
INCREASED
Shares677 from 675
Change+2 (+0%)
Value$516.0K (+$11.5K)
Filed 2026-11-02
Miller Wealth Advisors, LLC
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$513.7K (+$10.7K)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
DECREASED
Shares672 from 751
Change-79 (-11%)
Value$512.8K (-$48.3K)
Filed 2026-10-19
Anchor Capital Advisors LLC
DECREASED
Shares672 from 701
Change-29 (-4%)
Value$512.5K (-$11.1K)
Filed 2026-11-05
McNaughton Wealth Management, LLC
DECREASED
Shares672 from 686
Change-14 (-2%)
Value$512.5K (+$203)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares671 from 3,917
Change-3,246 (-83%)
Value$511.7K (-$2.4M)
Filed 2026-10-14
Councilor Wealth, LLC
DECREASED
Shares667 from 683
Change-16 (-2%)
Value$508.7K (-$1.4K)
Filed 2026-10-09
Gimbal Financial
INCREASED
Shares666 from 662
Change+4 (+1%)
Value$507.7K (+$13.4K)
Filed 2026-10-19
Investment House LLC
DECREASED
Shares664 from 6,292
Change-5,628 (-89%)
Value$506.4K (-$4.2M)
Filed 2026-10-21
Meridian Financial Partners LLC
INCREASED
Shares664 from 305
Change+359 (+118%)
Value$512.5K (+$282.3K)
Filed 2026-10-23
Scissortail Wealth Management, LLC
INCREASED
Shares664 from 643
Change+21 (+3%)
Value$506.4K (+$26.2K)
Filed 2026-11-03
John W. Brooker & Co., CPAs
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$506.4K (+$10.5K)
Filed 2026-10-21
Carroll Advisory Group, LLC
INCREASED
Shares662 from 406
Change+256 (+63%)
Value$504.7K (+$201.5K)
Filed 2026-10-16
Gallagher Capital Advisors, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$501.8K (+$10.4K)
Filed 2026-10-09
Robinswood Financial LLC
INCREASED
Shares657 from 644
Change+13 (+2%)
Value$503.3K (+$21.7K)
Filed 2026-10-20
AA Financial Advisors, LLC
NEW
Shares656
Change+656
Value$500.4K
Filed 2026-10-19
Northwest Wealth Management, LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$500.3K (+$10.4K)
Filed 2026-10-30
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$498.9K (+$10.4K)
Filed 2026-11-03
Baugh & Associates, LLC
INCREASED
Shares653 from 623
Change+30 (+5%)
Value$458.2K (-$6.9K)
Filed 2026-10-16
Brick & Kyle, Associates
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$498.0K (+$73.3K)
Filed 2026-11-05
Stage Harbor Financial, LLC
DECREASED
Shares652 from 699
Change-47 (-7%)
Value$497.2K (-$24.8K)
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares652 from 634
Change+18 (+3%)
Value$497.6K (+$24.0K)
Filed 2026-10-23
Stone Loft Wealth Management LLC
DECREASED
Shares651 from 793
Change-142 (-18%)
Value$496.8K (-$101.7K)
Filed 2026-11-03
Strategent Financial, LLC
INCREASED
Shares650 from 617
Change+33 (+5%)
Value$495.7K (+$35.0K)
Filed 2026-10-30
Alexander Randolph Advisory, Inc.
INCREASED
Shares648 from 643
Change+5 (+1%)
Value$494.1K (+$13.9K)
Filed 2026-11-04
Downshift Financial, LLC
INCREASED
Shares646 from 566
Change+80 (+14%)
Value$492.8K (+$70.3K)
Filed 2026-10-13
Ballew Advisors, Inc
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$497.3K (+$16.1K)
Filed 2026-10-05
Bulwark Capital Corp
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$492.8K (+$10.2K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED
Shares645 from 675
Change-30 (-4%)
Value$491.6K (-$12.8K)
Filed 2026-11-05
Graham Capital Wealth Management, LLC
DECREASED
Shares645 from 647
Change-2 (0%)
Value$492.0K (+$9.0K)
Filed 2026-10-26
Eliot Finkel Investment Counsel, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$491.9K (+$10.2K)
Filed 2026-11-03
Davidson Capital Management Inc.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$491.9K (+$10.2K)
Filed 2026-10-15
Gilbert Capital Group, Inc.
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$490.4K (+$10.2K)
Filed 2026-10-28
Southern Capital Advisors, LLC
INCREASED
Shares633 from 632
Change+1 (+0%)
Value$482.7K (+$10.9K)
Filed 2026-10-26
CJM Wealth Advisers, Ltd.
DECREASED
Shares631 from 813
Change-182 (-22%)
Value$481.0K (-$125.9K)
Filed 2026-10-27
New England Professional Planning Group Inc.
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$481.2K (+$10.0K)
Filed 2026-10-29
WPG Advisers, LLC
DECREASED
Shares627 from 741
Change-114 (-15%)
Value$478.2K (-$75.2K)
Filed 2026-10-27
Elevated Financial Group LLC
DECREASED
Shares627 from 673
Change-46 (-7%)
Value$478.5K (-$24.4K)
Filed 2026-10-16
Udine Wealth Management, Inc.
NEW
Shares626
Change+626
Value$477.4K
Filed 2026-10-23
Augustine Asset Management Inc
DECREASED
Shares626 from 634
Change-8 (-1%)
Value$477.4K (+$4.0K)
Filed 2026-10-13
O'Brien Greene & Co. Inc
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$477.7K (+$9.9K)
Filed 2026-11-05
Terra Nova Asset Management LLC
INCREASED
Shares624 from 623
Change+1 (+0%)
Value$476.2K (+$10.9K)
Filed 2026-10-13
Stonekeep Investments, LLC
DECREASED
Shares623 from 782
Change-159 (-20%)
Value$474.9K (+$474.4K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
DECREASED
Shares623 from 672
Change-49 (-7%)
Value$475.4K (-$26.7K)
Filed 2026-10-16
JIM Saulnier & Associates, LLC
DECREASED
Shares619 from 731
Change-112 (-15%)
Value$472.2K (-$73.6K)
Filed 2026-11-04
A4 Wealth Advisors LLC
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$471.8K (+$9.8K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
DECREASED
Shares616 from 627
Change-11 (-2%)
Value$469.5K (+$931)
Filed 2026-10-09
Olio Financial Planning
INCREASED
Shares613 from 426
Change+187 (+44%)
Value$467.5K (+$149.4K)
Filed 2026-10-22
CLG LLC
DECREASED
Shares613 from 676
Change-63 (-9%)
Value$467.5K (-$37.1K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$471.1K (-$2.6K)
Filed 2026-10-26
Family Wealth Partners, LLC
NEW
Shares612
Change+612
Value$466.7K
Filed 2026-10-20
Salvus Wealth Management, LLC
DECREASED
Shares610 from 647
Change-37 (-6%)
Value$464.8K (-$18.0K)
Filed 2026-10-13
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares610 from 599
Change+11 (+2%)
Value$464.9K (+$17.8K)
Filed 2026-10-29
Rinkey Investments
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$465.2K (+$9.7K)
Filed 2026-10-28
Eddie Patel Inc
DECREASED
Shares607 from 2,160
Change-1,553 (-72%)
Value$463.0K (-$1.1M)
Filed 2026-11-02
St. Clair Advisors, LLC
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$462.9K (+$9.6K)
Filed 2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED
Shares605 from 515
Change+90 (+17%)
Value$461.0K (+$76.8K)
Filed 2026-10-08
Weybosset Research & Management LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$459.9K (+$9.6K)
Filed 2026-10-19
Koa Wealth Management, LLC
INCREASED
Shares602 from 500
Change+102 (+20%)
Value$459.1K (+$85.7K)
Filed 2026-10-14
ETF Portfolio Partners, Inc.
INCREASED
Shares601 from 274
Change+327 (+119%)
Value$458.3K (+$253.7K)
Filed 2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares601 from 562
Change+39 (+7%)
Value$458.1K (+$38.1K)
Filed 2026-10-29
Crane Advisory, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$464.9K (+$14.5K)
Filed 2026-10-13
Boomfish Wealth Group, LLC
INCREASED
Shares598 from 597
Change+1 (+0%)
Value$456.1K (+$10.2K)
Filed 2026-10-22
Fairway Wealth LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$456.1K (+$9.5K)
Filed 2026-10-30
WealthCare Asset Management, LLC
INCREASED
Shares597 from 576
Change+21 (+4%)
Value$455.4K (+$25.1K)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED
Shares596 from 424
Change+172 (+41%)
Value$454.5K (+$137.9K)
Filed 2026-10-22
JBR Co Financial Management Inc
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$440.0K (-$596)
Filed 2026-10-13
First Financial Corp
INCREASED
Shares587 from 575
Change+12 (+2%)
Value$447.7K (+$18.3K)
Filed 2026-10-13
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$447.7K (+$9.3K)
Filed 2026-10-16
Davidson Investment Advisors
INCREASED
Shares584 from 349
Change+235 (+67%)
Value$445.4K (+$184.8K)
Filed 2026-10-20
Fidelis iM, LLC
INCREASED
Shares583 from 468
Change+115 (+25%)
Value$444.7K (+$95.3K)
Filed 2026-10-16
KBC Group NV
INCREASED
Shares582 from 456
Change+126 (+28%)
Value$444 (-$340.6K)
Filed 2026-10-22
Suncoast Equity Management
INCREASED
Shares580 from 474
Change+106 (+22%)
Value$442.5K (+$88.4K)
Filed 2026-11-03
Certior Financial Group, LLC
DECREASED
Shares580 from 601
Change-21 (-3%)
Value$442.3K (-$6.6K)
Filed 2026-10-19
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$442.4K (+$9.2K)
Filed 2026-10-13
Cornerstone Management, Inc.
INCREASED
Shares574 from 516
Change+58 (+11%)
Value$437.8K (+$52.4K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares572 from 1,501
Change-929 (-62%)
Value$435.9K (-$684.8K)
Filed 2026-10-26
First Citizens Financial Corp
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$436.2K (+$9.1K)
Filed 2026-10-02
Blume Capital Management, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$436.2K (+$9.1K)
Filed 2026-10-26
Boston Common Asset Management, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$436.4K (+$9.1K)
Filed 2026-10-13
CWC Advisors, Llc.
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$435.5K (+$9.1K)
Filed 2026-10-15
Pachira Investments Inc.
INCREASED
Shares570 from 569
Change+1 (+0%)
Value$434.5K (+$9.3K)
Filed 2026-10-14
Sara-Bay Financial
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$433.9K (+$9.2K)
Filed 2026-10-21
Benson Investment Management Company, Inc.
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$433.9K (+$9.0K)
Filed 2026-10-13
Todd Wealth Management, LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$433.9K (+$9.0K)
Filed 2026-10-19
Platt Wealth Management LLC
INCREASED
Shares567 from 566
Change+1 (+0%)
Value$432 (-$421.6K)
Filed 2026-11-04
Legacy Advisory Services, LLC
DECREASED
Shares566 from 798
Change-232 (-29%)
Value$432.1K (-$164.1K)
Filed 2026-10-20
Acute Investment Advisory, LLC
DECREASED
Shares565 from 593
Change-28 (-5%)
Value$430.9K (-$11.9K)
Filed 2026-10-16
Vantage Investment Partners, LLC
INCREASED
Shares563 from 524
Change+39 (+7%)
Value$429.4K (+$38.1K)
Filed 2026-10-27
RBA Wealth Management, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$427.8K (+$8.9K)
Filed 2026-10-28
Harfst & Associates, Inc.
DECREASED
Shares559 from 578
Change-19 (-3%)
Value$426.0K (-$5.9K)
Filed 2026-10-20
Mustard Seed Financial, LLC
INCREASED
Shares559 from 553
Change+6 (+1%)
Value$426.4K (+$13.4K)
Filed 2026-10-30
Langley Wealth Management, LLC
INCREASED
Shares557 from 444
Change+113 (+25%)
Value$425.0K (+$93.3K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares554 from 615
Change-61 (-10%)
Value$422.6K (-$36.9K)
Filed 2026-11-05
Redstone Wealth Management, LLC
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$422.5K (+$8.8K)
Filed 2026-10-20
Lynch & Associates
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$421.7K (+$8.8K)
Filed 2026-10-13
Bank of Stockton
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$421.0K (+$8.8K)
Filed 2026-10-20
Aquire Wealth Advisors, LLC
DECREASED
Shares548 from 563
Change-15 (-3%)
Value$418.3K (-$2.4K)
Filed 2026-10-23
RF&L Wealth Management, LLC
DECREASED
Shares547 from 567
Change-20 (-4%)
Value$417.2K (-$6.3K)
Filed 2026-10-20
Walker Financial Services, Inc.
DECREASED
Shares547 from 561
Change-14 (-2%)
Value$417.2K (-$2.2K)
Filed 2026-10-26
PFW Advisors LLC
DECREASED
Shares545 from 643
Change-98 (-15%)
Value$415.8K (-$64.5K)
Filed 2026-10-07
Tamar Securities, LLC
INCREASED
Shares545 from 510
Change+35 (+7%)
Value$415.6K (+$34.7K)
Filed 2026-11-03
Frankly Finances, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$415.6K (+$8.6K)
Filed 2026-10-28
KOM Wealth Management Group, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$416.0K (+$8.9K)
Filed 2026-10-15
Plus Group Wealth Advisors LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$414.9K (+$8.6K)
Filed 2026-10-19
Arcadia Wealth Management, LLC
DECREASED
Shares541 from 577
Change-36 (-6%)
Value$412.5K (-$18.5K)
Filed 2026-10-22
Signature Resources Capital Management, LLC
DECREASED
Shares540 from 682
Change-142 (-21%)
Value$411.8K (-$97.5K)
Filed 2026-10-16
Tarbox Family Office, Inc.
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$411.1K (+$8.6K)
Filed 2026-10-23
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares535 from 554
Change-19 (-3%)
Value$407.7K (-$5.7K)
Filed 2026-10-08
Clarity Retirement & Wealth, LLC
DECREASED
Shares532 from 580
Change-48 (-8%)
Value$405.7K (-$27.4K)
Filed 2026-11-04
Decision Investments, Inc
DECREASED
Shares529 from 531
Change-2 (0%)
Value$403.4K (+$6.9K)
Filed 2026-10-07
Henderson Brothers Financial Partners, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$402.7K (+$8.4K)
Filed 2026-11-03
Hager Investment Management Services, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$402.7K (+$8.4K)
Filed 2026-11-04
Dudley Capital Management, LLC
DECREASED
Shares527 from 618
Change-91 (-15%)
Value$402.5K (-$58.8K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares525 from 575
Change-50 (-9%)
Value$400.4K (-$29.0K)
Filed 2026-10-27
Liberty Atlantic Advisors LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$401.6K (+$8.6K)
Filed 2026-10-14
Strong Tower Advisory Services
INCREASED
Shares524 from 523
Change+1 (+0%)
Value$399.7K (+$9.1K)
Filed 2026-10-13
Left Brain Wealth Management, LLC
DECREASED
Shares522 from 546
Change-24 (-4%)
Value$398.1K (-$9.6K)
Filed 2026-10-28
Advisory Resource Group
DECREASED
Shares520 from 665
Change-145 (-22%)
Value$396.5K (-$100.1K)
Filed 2026-10-26
Future Financial Wealth Managment LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$396.6K (+$12.7K)
Filed 2026-10-15
Vertrix Wealth Management, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$396.1K (+$8.8K)
Filed 2026-10-13
Wlth Capital Management, LLC
DECREASED
Shares518 from 1,688
Change-1,170 (-69%)
Value$395.0K (-$865.7K)
Filed 2026-10-20
Innovative Wealth Building LLC
DECREASED
Shares517 from 1,087
Change-570 (-52%)
Value$394.3K (-$417.2K)
Filed 2026-10-14
Cathy Pareto & Associates, Inc
INCREASED
Shares515 from 514
Change+1 (+0%)
Value$393.0K (+$9.1K)
Filed 2026-10-15
Community Bank of Raymore
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$392.8K (+$8.2K)
Filed 2026-10-23
Denver PWM, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$390.1K (-$7.0K)
Filed 2026-10-22
Alta Capital Management LLC/
DECREASED
Shares511 from 5,274
Change-4,763 (-90%)
Value$389.7K (-$3.5M)
Filed 2026-10-26
Commons Capital, LLC
DECREASED
Shares506 from 602
Change-96 (-16%)
Value$385.6K (-$63.7K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$384.4K (+$8.0K)
Filed 2026-11-04
Foundry Financial LLC
DECREASED
Shares501 from 6,615
Change-6,114 (-92%)
Value$381.9K (-$4.6M)
Filed 2026-10-16
4Wealth Advisors, Inc.
DECREASED
Shares501 from 508
Change-7 (-1%)
Value$383.0K (+$6.7K)
Filed 2026-10-13
Sound Stewardship, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$381.6K (+$8.5K)
Filed 2026-10-14
Oak Barrel Wealth Advisory LLC
INCREASED
Shares499 from 498
Change+1 (+0%)
Value$380.7K (+$8.7K)
Filed 2026-11-05
Kimelman & Baird, LLC
DECREASED
Shares495 from 532
Change-37 (-7%)
Value$377.5K (-$19.8K)
Filed 2026-11-03
Fiduciary Advisors, Inc.
INCREASED
Shares495 from 493
Change+2 (+0%)
Value$377.2K (+$8.7K)
Filed 2026-10-16
Next Level Wealth Planning, LLC
INCREASED
Shares493 from 329
Change+164 (+50%)
Value$376.0K (+$130.3K)
Filed 2026-10-29
Oakmont Investment Advisors, Inc.
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$376.2K (+$7.8K)
Filed 2026-10-21
Richardson Capital Management LLC
INCREASED
Shares491 from 490
Change+1 (+0%)
Value$374.4K (+$8.6K)
Filed 2026-10-23
Whitener Capital Management, Inc.
DECREASED
Shares490 from 533
Change-43 (-8%)
Value$373.7K (-$24.3K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED
Shares489 from 503
Change-14 (-3%)
Value$372.9K (-$3.3K)
Filed 2026-11-03
Wrenne Financial Planning LLC
INCREASED
Shares486 from 482
Change+4 (+1%)
Value$370.8K (+$10.7K)
Filed 2026-10-30
Drum Hill Capital, LLC
INCREASED
Shares484 from 469
Change+15 (+3%)
Value$369.1K (+$18.9K)
Filed 2026-10-20
Stanich Group LLC
INCREASED
Shares483 from 482
Change+1 (+0%)
Value$368.5K (+$8.4K)
Filed 2026-10-16
Rubicon Advisors, GP
INCREASED
Shares483 from 482
Change+1 (+0%)
Value$368.3K (+$8.3K)
Filed 2026-10-23
DWM Financial Group, Inc.
NEW
Shares482
Change+482
Value$367.2K
Filed 2026-10-28
Sweeney & Michel, LLC
DECREASED
Shares482 from 572
Change-90 (-16%)
Value$368.3K (-$73.8K)
Filed 2026-10-16
Northwest Wealth Advisors, LLC
INCREASED
Shares482 from 481
Change+1 (+0%)
Value$367.5K (+$8.0K)
Filed 2026-11-02
Kenora Financial, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$367.6K (+$7.6K)
Filed 2026-10-20
Andina Capital Management, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$366.1K (+$7.6K)
Filed 2026-10-21
Wealth Advisors Northwest LLC
DECREASED
Shares479 from 524
Change-45 (-9%)
Value$365.4K (-$25.8K)
Filed 2026-10-29
ATX Financial Planning, LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$365.3K (+$7.6K)
Filed 2026-10-14
TradeWell Securities, Llc.
DECREASED
Shares478 from 490
Change-12 (-2%)
Value$364.3K (-$1.6K)
Filed 2026-10-21
Gray Private Wealth, LLC
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$363.6K (+$7.6K)
Filed 2026-10-28
Magnolia Wealth Management, LLC
DECREASED
Shares476 from 488
Change-12 (-2%)
Value$363.0K (-$1.4K)
Filed 2026-10-16
Smith Partners Wealth Management, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$363.0K (+$7.5K)
Filed 2026-11-05
Hendershot Investments Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$362.1K (+$7.6K)
Filed 2026-11-05
HFG Wealth Management, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$353.7K ($0)
Filed 2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$361.5K (+$5.7K)
Filed 2026-10-01
Bucket List Wealth Management, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$360.0K (+$7.5K)
Filed 2026-10-22
Hill Island Financial LLC
DECREASED
Shares471 from 523
Change-52 (-10%)
Value$359.3K (-$31.2K)
Filed 2026-10-20
Carlson Financial, Inc.
DECREASED
Shares471 from 484
Change-13 (-3%)
Value$359.2K (-$2.8K)
Filed 2026-11-05
Professional Financial Advisors, LLC
DECREASED
Shares469 from 483
Change-14 (-3%)
Value$357.8K (-$3.0K)
Filed 2026-10-13
Gerald Baker Financial Group LLC
DECREASED
Shares468 from 483
Change-15 (-3%)
Value$357.0K (-$3.8K)
Filed 2026-10-09
Wilkins Miller Wealth Management, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$357.0K (+$7.8K)
Filed 2026-10-13
Whipplewood Advisors, LLC
INCREASED
Shares467 from 437
Change+30 (+7%)
Value$356.1K (+$29.8K)
Filed 2026-10-20
Fulcrum Wealth Advisors, LLC
DECREASED
Shares464 from 544
Change-80 (-15%)
Value$354.1K (-$52.2K)
Filed 2026-10-16
Riversedge Advisors, LLC
DECREASED
Shares463 from 465
Change-2 (0%)
Value$353.4K (+$6.1K)
Filed 2026-10-09
Moulton Wealth Management, Inc
INCREASED
Shares463 from 462
Change+1 (+0%)
Value$353.9K (+$8.4K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED
Shares462 from 456
Change+6 (+1%)
Value$352.3K (+$11.8K)
Filed 2026-10-23
Tenon Financial LLC
DECREASED
Shares461 from 736
Change-275 (-37%)
Value$351.4K (-$198.1K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED
Shares461 from 427
Change+34 (+8%)
Value$351.3K (+$32.7K)
Filed 2026-11-05
RCS Financial Planning, LLC
DECREASED
Shares460 from 514
Change-54 (-11%)
Value$351.7K (-$32.8K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares459 from 470
Change-11 (-2%)
Value$349.9K (-$934)
Filed 2026-10-09
Mcrae Capital Management Inc
DECREASED
Shares457 from 481
Change-24 (-5%)
Value$348.5K (-$10.7K)
Filed 2026-10-15
Flywheel Private Wealth LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$348.5K (+$7.2K)
Filed 2026-11-02
Diligent Investors, LLC
DECREASED
Shares456 from 570
Change-114 (-20%)
Value$347.4K (-$78.3K)
Filed 2026-10-21
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares456 from 488
Change-32 (-7%)
Value$347.8K (-$16.7K)
Filed 2026-10-26
Kaufman Rossin Wealth, LLC
INCREASED
Shares455 from 444
Change+11 (+2%)
Value$347.0K (+$13.2K)
Filed 2026-10-19
Probity Advisors, Inc.
DECREASED
Shares455 from 464
Change-9 (-2%)
Value$347.0K (+$496)
Filed 2026-10-23
Dorval Corp
INCREASED
Shares450 from 449
Change+1 (+0%)
Value$343.0K (+$8.0K)
Filed 2026-10-29
WMG Financial Advisors, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$336.2K ($0)
Filed 2026-10-28
Biltmore Wealth Management, LLC
INCREASED
Shares449 from 405
Change+44 (+11%)
Value$342.5K (+$40.0K)
Filed 2026-10-09
Belleair Asset Management, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$342.5K (+$7.1K)
Filed 2026-11-03
Wealthcare Capital Management LLC
DECREASED
Shares447 from 1,175
Change-728 (-62%)
Value$340.9K (-$536.6K)
Filed 2026-10-21
Golden Bell Financial Planning LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$340.9K (+$7.1K)
Filed 2026-11-02
OxenFree Capital LLC
INCREASED
Shares444 from 344
Change+100 (+29%)
Value$345.9K (+$89.0K)
Filed 2026-10-07
tru Independence LLC
DECREASED
Shares442 from 444
Change-2 (0%)
Value$337.2K (+$5.4K)
Filed 2026-10-20
Hamilton Capital, LLC
NEW
Shares440
Change+440
Value$335.6K
Filed 2026-10-08
Thompson Davis & Co., Inc.
DECREASED
Shares439 from 440
Change-1 (0%)
Value$334.8K (+$6.2K)
Filed 2026-11-05
Quantum Financial Planning Services, Inc.
DECREASED
Shares438 from 472
Change-34 (-7%)
Value$333.7K (-$19.0K)
Filed 2026-10-14
Legacy Financial Independent Advisors LLC
DECREASED
Shares438 from 445
Change-7 (-2%)
Value$334.0K (+$1.7K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares437 from 336
Change+101 (+30%)
Value$333.6K (+$82.7K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED
Shares434 from 332
Change+102 (+31%)
Value$331.2K (+$83.3K)
Filed 2026-10-19
Mullooly Asset Management, Inc.
INCREASED
Shares434 from 432
Change+2 (+0%)
Value$330.4K (+$7.7K)
Filed 2026-10-30
Lederer & Associates Investment Counsel
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$331 (+$7)
Filed 2026-10-23
M Wealth Management, LLC
INCREASED
Shares433 from 432
Change+1 (+0%)
Value$329.9K (+$7.0K)
Filed 2026-10-14
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$330.1K (+$6.9K)
Filed 2026-10-21
Clay Northam Wealth Management, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$328.7K (+$6.8K)
Filed 2026-10-13
William Allan Corp
INCREASED
Shares429 from 428
Change+1 (+0%)
Value$327.4K (+$7.6K)
Filed 2026-10-14
B.A. Schrock Wealth Management, Inc.
NEW
Shares426
Change+426
Value$325.5K
Filed 2026-10-15
Seek First Inc.
DECREASED
Shares425 from 2,543
Change-2,118 (-83%)
Value$323.9K (-$1.6M)
Filed 2026-10-27
Stone House Investment Management, LLC
INCREASED
Shares425 from 384
Change+41 (+11%)
Value$323.8K (+$37.0K)
Filed 2026-10-23
Sterling Group Wealth Management, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$323.4K (+$6.7K)
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares423 from 520
Change-97 (-19%)
Value$322.6K (-$65.7K)
Filed 2026-11-02
Western Reserve Capital Management, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$322.6K (+$6.7K)
Filed 2026-10-14
Arcataur Capital Management LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$322.9K (+$6.7K)
Filed 2026-10-21
Highland Financial Advisors, LLC
DECREASED
Shares421 from 437
Change-16 (-4%)
Value$321.1K (-$5.3K)
Filed 2026-10-19
Leelyn Smith, LLC
INCREASED
Shares420 from 406
Change+14 (+3%)
Value$320.3K (+$17.1K)
Filed 2026-11-03
Trust Investment Advisors
NEW
Shares418
Change+418
Value$318.8K
Filed 2026-10-20
Elm3 Financial Group, LLC
DECREASED
Shares418 from 504
Change-86 (-17%)
Value$318.8K (-$57.6K)
Filed 2026-10-07
Gleason Group, Inc.
INCREASED
Shares415 from 414
Change+1 (+0%)
Value$316.3K (+$7.4K)
Filed 2026-10-15
Inman Jager Wealth Management, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$315.7K (+$6.6K)
Filed 2026-11-05
Blue Water Asset Management
INCREASED
Shares412 from 411
Change+1 (+0%)
Value$313.9K (+$6.9K)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$314.5K (+$6.8K)
Filed 2026-10-21
Prodigy Asset Management LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$313.4K (+$6.5K)
Filed 2026-10-28
6th Street Advisors, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$313.5K (+$6.5K)
Filed 2026-10-14
DWR Wealth Management, LLC
INCREASED
Shares408 from 400
Change+8 (+2%)
Value$311.7K (+$15.0K)
Filed 2026-10-13
Heritage Family Offices, LLP
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$310.4K (+$6.5K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
DECREASED
Shares406 from 1,069
Change-663 (-62%)
Value$309.3K (-$489.3K)
Filed 2026-11-03
Town Capital LLC
INCREASED
Shares406 from 398
Change+8 (+2%)
Value$309.6K (+$12.4K)
Filed 2026-11-03
Disciplined Equity Management, Inc.
INCREASED
Shares405 from 382
Change+23 (+6%)
Value$308.9K (+$23.6K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
INCREASED
Shares405 from 404
Change+1 (+0%)
Value$308.7K (+$6.7K)
Filed 2026-10-15
Durante & Waters, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$308.9K (+$6.4K)
Filed 2026-10-28
Forteris Wealth Management Inc.
DECREASED
Shares403 from 423
Change-20 (-5%)
Value$307.3K (-$8.5K)
Filed 2026-10-13
Mystic Asset Management, Inc.
DECREASED
Shares403 from 413
Change-10 (-2%)
Value$307.3K (-$1.1K)
Filed 2026-10-15
Avalon Advisory Group
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$307.3K (+$6.4K)
Filed 2026-10-20
Rockport Wealth LLC
DECREASED
Shares402 from 702
Change-300 (-43%)
Value$306.6K (-$217.7K)
Filed 2026-11-03
Elevation Wealth Management LLC
DECREASED
Shares402 from 413
Change-11 (-3%)
Value$307.2K (-$1.9K)
Filed 2026-11-02
Dmkc Advisory Services, LLC
INCREASED
Shares400 from 399
Change+1 (+0%)
Value$305.3K (+$7.1K)
Filed 2026-11-04
Mechanics Financial Corp
DECREASED
Shares395 from 435
Change-40 (-9%)
Value$301.2K (-$23.6K)
Filed 2026-11-05
Fjell Capital, LLC
NEW
Shares394
Change+394
Value$300.3K
Filed 2026-10-13
LightSquare Wealth Management, LLC
DECREASED
Shares394 from 480
Change-86 (-18%)
Value$300.7K (-$57.5K)
Filed 2026-11-03
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$299.0K (+$6.2K)
Filed 2026-10-22
Pecaut & Co.
INCREASED
Shares391 from 390
Change+1 (+0%)
Value$298.3K (+$6.9K)
Filed 2026-10-27
EnRich Financial Partners LLC
INCREASED
Shares390 from 373
Change+17 (+5%)
Value$297.4K (+$18.9K)
Filed 2026-10-21
Integrated Capital Management, LLC
INCREASED
Shares389 from 388
Change+1 (+0%)
Value$296.5K (+$6.7K)
Filed 2026-10-23
Leading Edge Financial Planning LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$296.3K (+$6.2K)
Filed 2026-10-23
Miramontes Capital, LLC
INCREASED
Shares388 from 318
Change+70 (+22%)
Value$296.3K (+$58.5K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares388 from 387
Change+1 (+0%)
Value$296.0K (+$6.9K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$296.1K (+$6.2K)
Filed 2026-10-23
Northwest Financial Advisors
DECREASED
Shares387 from 413
Change-26 (-6%)
Value$295.2K (-$13.4K)
Filed 2026-10-27
Red Mountain Financial, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$293.6K (+$6.1K)
Filed 2026-11-03
Dutch Asset Corp
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$293.6K (+$6.1K)
Filed 2026-10-20
First Bank & Trust
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$292.9K (+$6.1K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares381 from 334
Change+47 (+14%)
Value$291.1K (+$41.7K)
Filed 2026-10-28
BetterWealth, LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$290.6K (+$6.0K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
NEW
Shares380
Change+380
Value$290.5K
Filed 2026-11-05
RiverTree Advisors, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$289.8K (+$6.0K)
Filed 2026-10-13
Fischer Financial Services, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$289.7K (+$6.0K)
Filed 2026-10-30
River's Edge Wealth Management, LLC
DECREASED
Shares378 from 383
Change-5 (-1%)
Value$288.5K (-$594)
Filed 2026-10-19
LongView Wealth Management
INCREASED
Shares378 from 377
Change+1 (+0%)
Value$287.9K (+$6.1K)
Filed 2026-10-19
Burns Matteson Capital Management, LLC
INCREASED
Shares377 from 376
Change+1 (+0%)
Value$287.3K (+$6.4K)
Filed 2026-10-16
Skyline Advisors, Inc.
DECREASED
Shares375 from 412
Change-37 (-9%)
Value$285.8K (-$21.9K)
Filed 2026-11-03
Wealth Advisory Team LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$286.0K (+$5.2K)
Filed 2026-11-05
Briaud Financial Planning Inc
DECREASED
Shares374 from 962
Change-588 (-61%)
Value$285.2K (-$433.2K)
Filed 2026-10-20
ProCore Advisors, LLC
INCREASED
Shares374 from 364
Change+10 (+3%)
Value$285.2K (+$13.4K)
Filed 2026-10-14
Greenwood Capital Associates LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$284.5K (+$5.9K)
Filed 2026-10-27
Inlet Private Wealth, LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$284.5K (+$5.9K)
Filed 2026-10-21
Alpha Advisors, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$283.7K (+$5.9K)
Filed 2026-10-19
Capstone Capital LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$282.2K (+$5.9K)
Filed 2026-10-14
Vestment Financial LLC
NEW
Shares368
Change+368
Value$280.1K
Filed 2026-10-13
BAM Wealth Management, LLC
DECREASED
Shares368 from 521
Change-153 (-29%)
Value$280.4K (-$108.4K)
Filed 2026-10-15
Buska Wealth Management, LLC
INCREASED
Shares368 from 362
Change+6 (+2%)
Value$280.7K (+$10.7K)
Filed 2026-10-08
Avion Wealth
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$279 (-$273.7K)
Filed 2026-11-04
Fusion Capital, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$279.7K (+$6.0K)
Filed 2026-10-28
LFG Wealth Partners, LLC
DECREASED
Shares366 from 406
Change-40 (-10%)
Value$279.1K (-$24.1K)
Filed 2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$279.1K (+$5.8K)
Filed 2026-11-03
Davis-Rea Ltd.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$278.4K (+$5.1K)
Filed 2026-10-13
Penn Davis Mcfarland Inc
DECREASED
Shares364 from 370
Change-6 (-2%)
Value$277.9K (+$1.4K)
Filed 2026-10-23
Schmidt P J Investment Management Inc
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$277.6K (+$5.8K)
Filed 2026-11-02
Raub Brock Capital Management LP
NEW
Shares363
Change+363
Value$277.2K
Filed 2026-10-21
Richard Young Associates, Ltd.
DECREASED
Shares363 from 417
Change-54 (-13%)
Value$276.8K (-$34.6K)
Filed 2026-11-03
Madson Wealth Advisors Inc
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$276.8K (+$6.5K)
Filed 2026-10-13
Rolek Wealth Management LLC
NEW
Shares362
Change+362
Value$276.0K
Filed 2026-10-21
Sunburst Financial Group, LLC
DECREASED
Shares361 from 449
Change-88 (-20%)
Value$275.1K (-$60.6K)
Filed 2026-10-09
Louisbourg Investments Inc.
DECREASED
Shares361 from 368
Change-7 (-2%)
Value$275.3K (+$498)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
NEW
Shares360
Change+360
Value$274.5K
Filed 2026-11-03
Heritage OAK Wealth Advisors LLC
NEW
Shares359
Change+359
Value$274.4K
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares358 from 357
Change+1 (+0%)
Value$272.6K (+$5.7K)
Filed 2026-11-03
Corepath Wealth Partners LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$278.1K (+$11.4K)
Filed 2026-10-21
Foronjy Financial LLC
INCREASED
Shares357 from 292
Change+65 (+22%)
Value$272.3K (+$54.2K)
Filed 2026-10-14
Herold Advisors, Inc.
DECREASED
Shares356 from 629
Change-273 (-43%)
Value$271.6K (-$199.4K)
Filed 2026-10-19
Peak Financial Management, Inc.
DECREASED
Shares353 from 365
Change-12 (-3%)
Value$269.9K (-$3.3K)
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares351
Change+351
Value$267.5K
Filed 2026-10-14
Jeter Robert S II
INCREASED
Shares351 from 350
Change+1 (+0%)
Value$272.9K (+$8.8K)
Filed 2026-10-16
Capstone Wealth Management Group, LLC
DECREASED
Shares350 from 492
Change-142 (-29%)
Value$232.9K (-$134.2K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares350 from 358
Change-8 (-2%)
Value$267.1K (-$519)
Filed 2026-10-14
Boyer Financial Services, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$266.9K (+$6.2K)
Filed 2026-10-23
Wall Capital Group, Inc.
NEW
Shares349
Change+349
Value$266.2K
Filed 2026-10-14
Park State Asset Management
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$265.4K (+$5.5K)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares345 from 344
Change+1 (+0%)
Value$263.0K (+$6.1K)
Filed 2026-10-14
MKD Wealth Coaches, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$263.1K (+$5.5K)
Filed 2026-10-09
Northern Lights Advisors, Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$263.2K (+$5.5K)
Filed 2026-10-21
Inlight Wealth Management, LLC
INCREASED
Shares343 from 339
Change+4 (+1%)
Value$261.4K (+$8.7K)
Filed 2026-10-21
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares341 from 368
Change-27 (-7%)
Value$260.3K (-$14.8K)
Filed 2026-10-13
Roberts Financial Services LLC
INCREASED
Shares341 from 340
Change+1 (+0%)
Value$259.8K (+$5.7K)
Filed 2026-10-23
Guilbault Capital LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$260.1K (+$5.4K)
Filed 2026-10-28
Aljian Capital Management, LLC
INCREASED
Shares339 from 337
Change+2 (+1%)
Value$258.5K (+$6.9K)
Filed 2026-10-28
Flagstone Financial Management
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$257.4K (+$5.4K)
Filed 2026-11-05
Spectrum Financial Alliance Ltd LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$257.2K (+$5.3K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
DECREASED
Shares336 from 343
Change-7 (-2%)
Value$256.2K (+$102)
Filed 2026-10-23
Form Wealth Advisors, LLC
INCREASED
Shares335 from 280
Change+55 (+20%)
Value$255.5K (+$46.4K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$255.6K (+$6.0K)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED
Shares332 from 712
Change-380 (-53%)
Value$253.5K (-$278.5K)
Filed 2026-11-05
E6 Portfolios, LLC
NEW
Shares331
Change+331
Value$252.4K
Filed 2026-10-26
Tradewinds Capital Management, LLC
INCREASED
Shares329 from 323
Change+6 (+2%)
Value$251.1K (+$9.7K)
Filed 2026-10-23
Purewater Capital LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$250.1K (+$5.2K)
Filed 2026-10-23
Prentiss Smith & Co Inc
NEW
Shares327
Change+327
Value$249.4K
Filed 2026-10-27
Friedenthal Financial
DECREASED
Shares327 from 454
Change-127 (-28%)
Value$249.4K (-$89.7K)
Filed 2026-10-27
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$249.5K (+$5.6K)
Filed 2026-11-02
Sound Financial Strategies Group, LLC
DECREASED
Shares326 from 354
Change-28 (-8%)
Value$248.6K (-$15.7K)
Filed 2026-10-30
GLR Partners, LLC
DECREASED
Shares326 from 332
Change-6 (-2%)
Value$249.0K (+$1.0K)
Filed 2026-11-04
Centerpoint Advisory Group
DECREASED
Shares325 from 339
Change-14 (-4%)
Value$247.9K (-$5.3K)
Filed 2026-10-23
Altman Advisors, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$247.9K (+$5.2K)
Filed 2026-11-05
Brookmont Capital Management
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$247.9K (+$5.2K)
Filed 2026-10-23
Whelan Financial
INCREASED
Shares323 from 313
Change+10 (+3%)
Value$246.0K (+$11.9K)
Filed 2026-10-28
Sound Portfolio Advisors, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$246.3K (+$5.1K)
Filed 2026-11-05
TFB Advisors LLC
DECREASED
Shares322 from 344
Change-22 (-6%)
Value$245.6K (-$11.3K)
Filed 2026-11-02
John G Ullman & Associates Inc
NEW
Shares320
Change+320
Value$244.0K
Filed 2026-11-04
OAK Family Advisors, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$244.0K (+$5.1K)
Filed 2026-10-19
Wellment Financial
INCREASED
Shares319 from 318
Change+1 (+0%)
Value$243.3K (+$5.8K)
Filed 2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$243.3K (+$5.1K)
Filed 2026-10-28
Fortune Financial Group, Inc.
DECREASED
Shares317 from 322
Change-5 (-2%)
Value$241.8K (+$1.3K)
Filed 2026-10-22
RCW Management, LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$241.8K (+$5.0K)
Filed 2026-10-30
Provident Wealth Management, LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$241.8K (+$5.0K)
Filed 2026-10-20
Compass Wealth Management, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$241.2K (+$5.1K)
Filed 2026-10-30
Rye Brook Capital LLC
DECREASED
Shares315 from 325
Change-10 (-3%)
Value$240 (-$242.8K)
Filed 2026-10-07
Goodman Advisory Group, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$239.5K (+$5.0K)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$239.5K (+$5.0K)
Filed 2026-10-30
LS Investment Advisors, LLC
DECREASED
Shares313 from 1,258
Change-945 (-75%)
Value$239.0K (-$700.7K)
Filed 2026-10-13
ETF Store, Inc.
INCREASED
Shares312 from 311
Change+1 (+0%)
Value$237.7K (+$5.3K)
Filed 2026-10-19
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$237.9K (+$4.9K)
Filed 2026-10-13
Maltin Wealth Management, Inc.
INCREASED
Shares309 from 308
Change+1 (+0%)
Value$235.4K (+$5.3K)
Filed 2026-10-13
TSA Wealth Managment LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$235.7K (+$4.9K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
INCREASED
Shares308 from 263
Change+45 (+17%)
Value$234.9K (+$38.5K)
Filed 2026-10-28
Prairiewood Capital, LLC
INCREASED
Shares307 from 286
Change+21 (+7%)
Value$234.1K (+$20.6K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
NEW
Shares306
Change+306
Value$233.0K
Filed 2026-11-04
Stockman Wealth Management, Inc.
INCREASED
Shares303 from 277
Change+26 (+9%)
Value$231.1K (+$24.2K)
Filed 2026-10-27
Artemis Wealth Advisors, LLC
NEW
Shares301
Change+301
Value$229.3K
Filed 2026-11-05
JDH Wealth Management, LLC
INCREASED
Shares301 from 300
Change+1 (+0%)
Value$229.5K (+$5.4K)
Filed 2026-10-20
Coerente Capital Management
DECREASED
Shares300 from 370
Change-70 (-19%)
Value$228.8K (-$47.5K)
Filed 2026-10-29
Kraematon Investment Advisors, Inc
DECREASED
Shares299 from 319
Change-20 (-6%)
Value$227.9K (-$10.2K)
Filed 2026-11-02
Layline Advisors, LLC
INCREASED
Shares299 from 298
Change+1 (+0%)
Value$227.7K (+$5.3K)
Filed 2026-11-02
Planning Strategies Inc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$227.3K (+$4.7K)
Filed 2026-10-02
Community Trust & Investment Co
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$226.5K (+$4.7K)
Filed 2026-10-15
Harold Davidson & Associates Inc.
DECREASED
Shares296 from 305
Change-9 (-3%)
Value$225.9K (-$2.0K)
Filed 2026-10-29
Prosperity Advisers, LLC
INCREASED
Shares296 from 295
Change+1 (+0%)
Value$226.2K (+$5.2K)
Filed 2026-10-28
RM Financial Services, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$225.7K (+$4.7K)
Filed 2026-11-03
O'Connor Financial Group LLC
DECREASED
Shares295 from 297
Change-2 (-1%)
Value$225.3K (+$3.2K)
Filed 2026-10-26
apricus wealth, LLC
NEW
Shares294
Change+294
Value$224.5K
Filed 2026-10-26
Citizens National Bank Trust Department
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$223.5K (+$4.6K)
Filed 2026-11-04
Tectonic Advisors LLC
DECREASED
Shares291 from 340
Change-49 (-14%)
Value$221.9K (-$32.3K)
Filed 2026-10-22
Melone Private Wealth, LLC
INCREASED
Shares291 from 290
Change+1 (+0%)
Value$221.6K (+$5.2K)
Filed 2026-10-16
Financial Harvest, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$221.9K (+$4.6K)
Filed 2026-10-15
Kroeger Financial Partners
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$221.2K (+$4.6K)
Filed 2026-10-19
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$220.4K (+$4.6K)
Filed 2026-10-30
Advisors Management Group Inc
NEW
Shares288
Change+288
Value$219
Filed 2026-11-05
Shearwater Capital LLC
NEW
Shares285
Change+285
Value$217.4K
Filed 2026-10-13
TrustWell Financial Advisors, LLC
DECREASED
Shares285 from 354
Change-69 (-19%)
Value$217.1K (-$47.3K)
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares284
Change+284
Value$216.7K
Filed 2026-10-13
RMG Wealth Management LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$215.8K (-$2.8K)
Filed 2026-10-26
Puff Wealth Management, LLC
DECREASED
Shares282 from 293
Change-11 (-4%)
Value$214.7K (-$4.4K)
Filed 2026-10-07
Willner & Heller, LLC
INCREASED
Shares281 from 280
Change+1 (+0%)
Value$214.3K (+$4.8K)
Filed 2026-10-28
Oregon Pacific Wealth Management, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$214.3K (+$4.5K)
Filed 2026-10-20
Tenret Co LLC
NEW
Shares280
Change+280
Value$213.7K
Filed 2026-11-02
Seed Wealth Management, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$213.5K (+$4.4K)
Filed 2026-10-20
Financial Insights, Inc.
INCREASED
Shares279 from 277
Change+2 (+1%)
Value$212.8K (+$5.9K)
Filed 2026-10-27
Financial Symmetry Inc
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$212.0K (+$4.4K)
Filed 2026-10-06
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$210.7K (+$4.4K)
Filed 2026-10-15
Thomas Story & SON LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$209.7K (+$4.4K)
Filed 2026-10-13
Winnacle Wealth LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$209.2K (+$4.9K)
Filed 2026-10-15
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares272 from 282
Change-10 (-4%)
Value$207.3K (-$3.2K)
Filed 2026-10-22
Letson Investment Management, Inc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$207.4K (+$4.3K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$207.4K (+$4.3K)
Filed 2026-10-13
NorthAvenue LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$207.6K (+$4.4K)
Filed 2026-10-29
Anderson Hoagland & Co
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$207.0K (+$4.7K)
Filed 2026-10-23
Bayshore Asset Management, LLC
DECREASED
Shares269 from 481
Change-212 (-44%)
Value$209.3K (-$149.9K)
Filed 2026-11-03
Peak Financial Advisors LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$205.1K (+$4.3K)
Filed 2026-10-28
SwitchPoint Financial Planning, LLC
NEW
Shares268
Change+268
Value$204.2K
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
NEW
Shares264
Change+264
Value$201.6K
Filed 2026-10-14
Paragon Advisors, LLC
NEW
Shares263
Change+263
Value$200.2K
Filed 2026-11-03
Andrew Hill Investment Advisors, Inc.
NEW
Shares262
Change+262
Value$200.2K
Filed 2026-10-22
Strs Ohio
DECREASED
Shares255 from 1,885
Change-1,630 (-86%)
Value$194.5K (-$1.2M)
Filed 2026-10-30
Clark Wealth Partners
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$190.1K (+$4.0K)
Filed 2026-10-19
Aventus Investment Advisors, Inc.
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$188.4K (+$3.9K)
Filed 2026-10-09
Prudent Man Investment Management, Inc.
INCREASED
Shares241 from 189
Change+52 (+28%)
Value$183.4K (+$54.6K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$183.4K (+$5.3K)
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares233
Change+233
Value$177.8K
Filed 2026-10-30
Horrell Capital Management, Inc.
INCREASED
Shares227 from 219
Change+8 (+4%)
Value$173.1K (+$9.6K)
Filed 2026-10-08
Trellis Wealth Advisors LLC
NEW
Shares222
Change+222
Value$169.3K
Filed 2026-10-19
Kentucky Trust Co
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$164.0K (+$3.4K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
DECREASED
Shares209 from 254
Change-45 (-18%)
Value$159.4K (-$30.3K)
Filed 2026-10-09
Westchester Capital Management, Inc.
DECREASED
Shares208 from 543
Change-335 (-62%)
Value$158.6K (-$246.9K)
Filed 2026-10-23
Sima Wealth Partners, LLC
INCREASED
Shares208 from 203
Change+5 (+2%)
Value$158.7K (+$7.1K)
Filed 2026-10-19
Hardworking Capital Advisors, LLC
DECREASED
Shares207 from 20,007
Change-19,800 (-99%)
Value$157.9K (-$14.8M)
Filed 2026-10-20
Carolina Wealth Advisors, LLC
INCREASED
Shares203 from 28
Change+175 (+625%)
Value$154.5K (+$133.6K)
Filed 2026-10-23
GGM Financial LLC
INCREASED
Shares199 from 188
Change+11 (+6%)
Value$151.4K (+$11.0K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED
Shares199 from 205
Change-6 (-3%)
Value$151.8K (-$1.3K)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares195 from 145
Change+50 (+34%)
Value$149.1K (+$40.7K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$148.7K (+$3.1K)
Filed 2026-10-05
First Pacific Financial
DECREASED
Shares193 from 194
Change-1 (-1%)
Value$147.4K (+$2.4K)
Filed 2026-10-14
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$144.7K (+$3.0K)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares186 from 167
Change+19 (+11%)
Value$141.6K (+$16.7K)
Filed 2026-11-04
Curat Global, LLC
INCREASED
Shares185 from 100
Change+85 (+85%)
Value$141.1K (+$2.9K)
Filed 2026-10-26
Hoey Investments, Inc
INCREASED
Shares184 from 153
Change+31 (+20%)
Value$140.3K (+$26.1K)
Filed 2026-10-29
IMG Wealth Management, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$138.8K (+$2.9K)
Filed 2026-10-27
First Community Trust NA
INCREASED
Shares179 from 162
Change+17 (+10%)
Value$136.5K (+$15.5K)
Filed 2026-10-07
Birchbrook, Inc.
INCREASED
Shares179 from 178
Change+1 (+1%)
Value$136.8K (+$3.7K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares176 from 175
Change+1 (+1%)
Value$134.1K (+$3.1K)
Filed 2026-11-02
Robbins Farley
INCREASED
Shares173 from 171
Change+2 (+1%)
Value$131.9K (+$4.2K)
Filed 2026-10-21
Milestone Investment Advisors LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$131.9K (+$2.7K)
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$128.9K (+$2.7K)
Filed 2026-10-15
Eukles Asset Management
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$126.6K (+$2.6K)
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$124.4K (+$2.6K)
Filed 2026-10-30
Covestor Ltd
DECREASED
Shares161 from 175
Change-14 (-8%)
Value$123 (-$130.9K)
Filed 2026-10-30
Chapman Financial Group, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$122.0K (+$2.5K)
Filed 2026-10-26
Baer Investment Advisory LLC
NEW
Shares159
Change+159
Value$121.3K
Filed 2026-10-13
Markowski Investments
INCREASED
Shares155 from 100
Change+55 (+55%)
Value$118.2K (+$43.5K)
Filed 2026-10-30
Thompson Investment Management, Inc.
DECREASED
Shares155 from 180
Change-25 (-14%)
Value$118.2K (-$16.2K)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$118 (-$114.9K)
Filed 2026-11-04
Putney Financial Group LLC
NEW
Shares152
Change+152
Value$115.9K
Filed 2026-10-30
Essential Investment Partners LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$104.5K (+$2.2K)
Filed 2026-10-27
Bochk Asset Management Ltd
INCREASED
Shares125 from 50
Change+75 (+150%)
Value$95.3K (+$58.0K)
Filed 2026-10-29
MilWealth Group LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$91.6K (+$1.9K)
Filed 2026-11-02
Accordant Advisory Group Inc
DECREASED
Shares119 from 120
Change-1 (-1%)
Value$90.8K (+$1.1K)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$90.8K (+$1.9K)
Filed 2026-10-16
Bank & Trust Co
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$90.0K (+$1.9K)
Filed 2026-10-07
Arvest Investments, Inc.
DECREASED
Shares115 from 370
Change-255 (-69%)
Value$87.7K (-$188.6K)
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$86.8K (+$2.0K)
Filed 2026-11-04
Arcadia Investment Advisors LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$84.6K (+$1.8K)
Filed 2026-10-13
Skylands Capital, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$76.3K (+$1.6K)
Filed 2026-10-21
Tower Trust & Investment Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$76.3K (+$1.6K)
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$71.7K (+$1.5K)
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$66.3K (+$1.4K)
Filed 2026-10-13
O'Domhnaill Enterprises, Inc.
NEW
Shares85
Change+85
Value$64.8K
Filed 2026-10-29
Hara Capital LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$64.8K (+$1.2K)
Filed 2026-10-30
Navigoe, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$64 (+$2)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$63.3K (+$1.3K)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares81 from 112
Change-31 (-28%)
Value$61.8K (-$21.9K)
Filed 2026-11-04
Wealth Analytics Partners, LLC
NEW
Shares80
Change+80
Value$61.0K
Filed 2026-10-19
1620 Investment Advisors, Inc.
DECREASED
Shares76 from 88
Change-12 (-14%)
Value$58.1K (-$8.0K)
Filed 2026-11-04
New England Capital Financial Advisors LLC
DECREASED
Shares70 from 92
Change-22 (-24%)
Value$53.5K (-$15.2K)
Filed 2026-11-03
PayPay Securities Corp
DECREASED
Shares66 from 67
Change-1 (-1%)
Value$50.3K (+$300)
Filed 2026-10-27
Plan Group Financial, LLC
INCREASED
Shares61 from 39
Change+22 (+56%)
Value$46.9K (+$17.8K)
Filed 2026-10-22
Sherman Asset Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$45.8K (+$952)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$45.8K (+$952)
Filed 2026-10-13
Contravisory Investment Management, Inc.
DECREASED
Shares59 from 264
Change-205 (-78%)
Value$45.0K (-$152.3K)
Filed 2026-10-13
DecisionPoint Financial, LLC
DECREASED
Shares59 from 62
Change-3 (-5%)
Value$45.1K (-$1.2K)
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$41.9K (+$873)
Filed 2026-11-02
Vima LLC
DECREASED
Shares53 from 2,268
Change-2,215 (-98%)
Value$40.1K (-$2.3M)
Filed 2026-10-23
MB, Levis & Associates, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$40.4K (+$840)
Filed 2026-10-16
Sawyer & Company, Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$39.7K (+$825)
Filed 2026-10-21
POM Investment Strategies, LLC
INCREASED
Shares50 from 45
Change+5 (+11%)
Value$37.8K (+$4.0K)
Filed 2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$35.1K (+$730)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares44 from 78
Change-34 (-44%)
Value$33.6K (-$24.7K)
Filed 2026-11-02
Access Investment Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$30.5K (+$635)
Filed 2026-10-23
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$29.7K (+$619)
Filed 2026-10-19
Madden Securities Corp
NEW
Shares37
Change+37
Value$28.2K
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$25.8K (+$369)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares33
Change+33
Value$25.2K
Filed 2026-10-28
Retirement Wealth Solutions LLC
NEW
Shares32
Change+32
Value$24.4K
Filed 2026-10-07
Advantage Trust Co
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$23.6K (+$492)
Filed 2026-10-19
Strategic Advocates LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$21.8K (+$453)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$21.4K (+$487)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares26
Change+26
Value$19.8K
Filed 2026-10-13
Jcic Asset Management Inc.
INCREASED
Shares25 from 20
Change+5 (+25%)
Value$19.1K (+$6.1K)
Filed 2026-10-30
FFG Partners, LLC
NEW
Shares23
Change+23
Value$17.5K
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$17.5K (+$364)
Filed 2026-10-21
Go Invest LLC
INCREASED
Shares14 from 2
Change+12 (+600%)
Value$10.4K (+$9.0K)
Filed 2026-10-09
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$9.2K (-$557)
Filed 2026-10-07
GS Investments, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.6K (+$158)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.1K (+$127)
Filed 2026-11-05
Greater Midwest Financial Group, LLC
NEW
Shares7
Change+7
Value$5.6K
Filed 2026-10-13
Carota Wealth Management
NEW
Shares6
Change+6
Value$4.6K
Filed 2026-11-03
Equitec Proprietary Markets, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (+$31)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (+$31)
Filed 2026-11-03
USA Financial Formulas
NEW
Shares1
Change+1
Value$763
Filed 2026-10-16
Summit Securities Group LLC
DECREASED
Shares1 from 62,300
Change-62,299 (-100%)
Value$763 (-$46.5M)
Filed 2026-11-05
Decker Retirement Planning Inc.
DECREASED
Shares1 from 8
Change-7 (-87%)
Value$763 (-$5.2K)
Filed 2026-10-19
Illumine Investment Management, LLC
NEW
Shares0
Change0
Value$201.4K
Filed 2026-10-22
Laurion Capital Management LP
CLOSED
Shares0 from 270,000
Change-270,000 (-100%)
Value$0 (-$201.6M)
Filed 2026-10-30
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 116,185
Change-116,185 (-100%)
Value$0 (-$86.8M)
Filed 2026-10-29
CenterStar Asset Management, LLC
CLOSED
Shares0 from 85,734
Change-85,734 (-100%)
Value$0 (-$64.1M)
Filed 2026-10-09
Mariner Investment Group LLC
CLOSED
Shares0 from 76,475
Change-76,475 (-100%)
Value$0 (-$57.1M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
CLOSED
Shares0 from 57,100
Change-57,100 (-100%)
Value$0 (-$42.6M)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 53,496
Change-53,496 (-100%)
Value$0 (-$39.9M)
Filed 2026-11-04
Canoe Financial LP
CLOSED
Shares0 from 14,315
Change-14,315 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-21
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 11,228
Change-11,228 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-22
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,550
Change-7,550 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-03
Sunesis Advisors, LLC
CLOSED
Shares0 from 6,472
Change-6,472 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-26
111 Capital
CLOSED
Shares0 from 3,675
Change-3,675 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,328
Change-3,328 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-03
Check Capital Management Inc
CLOSED
Shares0 from 1,930
Change-1,930 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Academy Capital Management
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Vested Financial Planning, LLC
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$921.9K)
Filed 2026-10-28
Ardent Capital Management, Inc.
CLOSED
Shares0 from 1,146
Change-1,146 (-100%)
Value$0 (-$855.8K)
Filed 2026-10-16
Capstone Capital Management Ltd
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$821.4K)
Filed 2026-10-21
Mountain Pacific Investment Advisers LLC
CLOSED
Shares0 from 1,052
Change-1,052 (-100%)
Value$0 (-$785.5K)
Filed 2026-10-29
Castellan Group
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$672.1K)
Filed 2026-10-19
Genesis Private Wealth, LLC
CLOSED
Shares0 from 877
Change-877 (-100%)
Value$0 (-$654.9K)
Filed 2026-11-02
Flaharty Asset Management, LLC
CLOSED
Shares0 from 827
Change-827 (-100%)
Value$0 (-$615.7K)
Filed 2026-11-02
Todd Asset Management LLC
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$511.5K)
Filed 2026-10-27
Redmond Asset Management, LLC
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$475.7K)
Filed 2026-10-27
Sherrill & Hutchins Financial Advisory, Inc
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$460.6K)
Filed 2026-10-14
Newport Capital Group, LLC
CLOSED
Shares0 from 589
Change-589 (-100%)
Value$0 (-$441.1K)
Filed 2026-10-16
Ping Capital Management, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$373.4K)
Filed 2026-10-13
DLK Investment Management, LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-09
Winter & Associates, Inc.
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$339.0K)
Filed 2026-10-23
Global View Capital Management LLC
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$334.6K)
Filed 2026-10-28
Three Seasons Wealth, LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$313.6K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$303.9K)
Filed 2026-10-27
WBI Investments, LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$301.1K)
Filed 2026-11-05
Axos Invest Inc.
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$291.3K)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-16
Capital Square, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$256.6K)
Filed 2026-10-19
Lane Brothers & Co Inc
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$237.8K)
Filed 2026-11-02
True Private Wealth Advisors
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-19
Pictet Bank & Trust Ltd
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-21
RFG Holdings, Inc.
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-30
Bullseye Investment Management, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$194.2K)
Filed 2026-10-29
Sims Investment Management, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$73.2K)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$5.0M (+$456.4K)
Filed 2026-10-29
Ucla Foundation
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-02
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 47,650,227
Change-47,650,227 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,258,657
Change-44,258,657 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32,285,648
Change-32,285,648 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,515,905
Change-31,515,905 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,777,198
Change-30,777,198 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,608,579
Change-14,608,579 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 14,028,230
Change-14,028,230 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,734,618
Change-13,734,618 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,268,155
Change-12,268,155 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,997,971
Change-11,997,971 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,393,386
Change-11,393,386 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,899,502
Change-9,899,502 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,162,383
Change-9,162,383 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,452,855
Change-7,452,855 (-100%)
Value—
Barclays PLC
N/A
Shares— from 6,877,699
Change-6,877,699 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,446,804
Change-6,446,804 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,238,087
Change-6,238,087 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 5,320,308
Change-5,320,308 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,857,109
Change-4,857,109 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,642,045
Change-4,642,045 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 4,595,409
Change-4,595,409 (-100%)
Value—
Carronade Capital Management, LP
N/A
Shares— from 4,500,000
Change-4,500,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,159,436
Change-4,159,436 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,829,921
Change-3,829,921 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,728,404
Change-3,728,404 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 3,500,840
Change-3,500,840 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,190,021
Change-3,190,021 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,036,296
Change-3,036,296 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,966,528
Change-2,966,528 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,829,298
Change-2,829,298 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,709,844
Change-2,709,844 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,603,752
Change-2,603,752 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,473,419
Change-2,473,419 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,355,908
Change-2,355,908 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,266,287
Change-2,266,287 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,178,833
Change-2,178,833 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,152,900
Change-2,152,900 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,868,568
Change-1,868,568 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,703,368
Change-1,703,368 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 1,695,591
Change-1,695,591 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,651,575
Change-1,651,575 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,584,389
Change-1,584,389 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,547,020
Change-1,547,020 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,522,632
Change-1,522,632 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,435,507
Change-1,435,507 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,366,340
Change-1,366,340 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,322,649
Change-1,322,649 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,252,701
Change-1,252,701 (-100%)
Value—
Power Alpha Investment Ltd
N/A
Shares— from 1,244,951
Change-1,244,951 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 1,233,000
Change-1,233,000 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,227,723
Change-1,227,723 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,202,150
Change-1,202,150 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,195,510
Change-1,195,510 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,164,805
Change-1,164,805 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,146,541
Change-1,146,541 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,144,745
Change-1,144,745 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,110,140
Change-1,110,140 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,073,616
Change-1,073,616 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,072,921
Change-1,072,921 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,072,377
Change-1,072,377 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,051,336
Change-1,051,336 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,036,683
Change-1,036,683 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,004,114
Change-1,004,114 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 985,680
Change-985,680 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 948,102
Change-948,102 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 929,521
Change-929,521 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 922,630
Change-922,630 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 908,399
Change-908,399 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 871,093
Change-871,093 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 866,550
Change-866,550 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 861,737
Change-861,737 (-100%)
Value—
Blair William & Co
N/A
Shares— from 848,034
Change-848,034 (-100%)
Value—
Freedom Together Foundation
N/A
Shares— from 847,400
Change-847,400 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 847,274
Change-847,274 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 831,415
Change-831,415 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 826,346
Change-826,346 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 819,675
Change-819,675 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 792,594
Change-792,594 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 783,901
Change-783,901 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 767,224
Change-767,224 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 760,012
Change-760,012 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 754,369
Change-754,369 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 740,299
Change-740,299 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 722,633
Change-722,633 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 722,051
Change-722,051 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 717,543
Change-717,543 (-100%)
Value—
Hackensack Meridian Health, Inc.
N/A
Shares— from 707,500
Change-707,500 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 701,535
Change-701,535 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 694,286
Change-694,286 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 689,893
Change-689,893 (-100%)
Value—
Texas Treasury Safekeeping Trust Co
N/A
Shares— from 662,489
Change-662,489 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 661,244
Change-661,244 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 640,689
Change-640,689 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 639,752
Change-639,752 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 622,868
Change-622,868 (-100%)
Value—
Members Trust Co
N/A
Shares— from 619,474
Change-619,474 (-100%)
Value—
Trustees of Columbia University in the City of New York
N/A
Shares— from 618,565
Change-618,565 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 602,971
Change-602,971 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 600,571
Change-600,571 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 589,692
Change-589,692 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 580,772
Change-580,772 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 561,289
Change-561,289 (-100%)
Value—
Natixis
N/A
Shares— from 560,150
Change-560,150 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 556,383
Change-556,383 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 555,734
Change-555,734 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 554,053
Change-554,053 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 552,548
Change-552,548 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 550,225
Change-550,225 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 535,263
Change-535,263 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 502,627
Change-502,627 (-100%)
Value—
Commerce Bank
N/A
Shares— from 496,436
Change-496,436 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 492,020
Change-492,020 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 482,806
Change-482,806 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 481,148
Change-481,148 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 479,831
Change-479,831 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 479,106
Change-479,106 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 455,201
Change-455,201 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 447,362
Change-447,362 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 436,890
Change-436,890 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 433,705
Change-433,705 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 422,120
Change-422,120 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 418,921
Change-418,921 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 418,536
Change-418,536 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 417,745
Change-417,745 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 416,956
Change-416,956 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 415,674
Change-415,674 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 413,332
Change-413,332 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 407,568
Change-407,568 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 404,272
Change-404,272 (-100%)
Value—
Boussard & Gavaudan Gestion SAS
N/A
Shares— from 390,000
Change-390,000 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 384,270
Change-384,270 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 374,687
Change-374,687 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 368,112
Change-368,112 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 368,112
Change-368,112 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 355,435
Change-355,435 (-100%)
Value—
Jana Partners Management, LPA
N/A
Shares— from 342,965
Change-342,965 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 336,556
Change-336,556 (-100%)
Value—
&partners
N/A
Shares— from 336,534
Change-336,534 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 336,426
Change-336,426 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 335,892
Change-335,892 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 335,303
Change-335,303 (-100%)
Value—
III Capital Management
N/A
Shares— from 333,951
Change-333,951 (-100%)
Value—
Gladius Capital Management LP
N/A
Shares— from 329,751
Change-329,751 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 329,739
Change-329,739 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 327,041
Change-327,041 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 325,178
Change-325,178 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 323,543
Change-323,543 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 322,426
Change-322,426 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 316,249
Change-316,249 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 309,223
Change-309,223 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 297,731
Change-297,731 (-100%)
Value—
Spider Management Company, LLC
N/A
Shares— from 294,239
Change-294,239 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 288,529
Change-288,529 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 285,753
Change-285,753 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 277,519
Change-277,519 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 273,293
Change-273,293 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 269,693
Change-269,693 (-100%)
Value—
CTC LLC
N/A
Shares— from 268,957
Change-268,957 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 265,392
Change-265,392 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 263,441
Change-263,441 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 256,923
Change-256,923 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 251,166
Change-251,166 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 250,136
Change-250,136 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 247,568
Change-247,568 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 246,438
Change-246,438 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 246,000
Change-246,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 245,690
Change-245,690 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 245,229
Change-245,229 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 239,762
Change-239,762 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 238,972
Change-238,972 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 238,673
Change-238,673 (-100%)
Value—
Main Management LLC
N/A
Shares— from 238,454
Change-238,454 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 236,351
Change-236,351 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 233,359
Change-233,359 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 232,989
Change-232,989 (-100%)
Value—
Millbank Dartmoor Portsmouth LLC
N/A
Shares— from 229,402
Change-229,402 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 227,359
Change-227,359 (-100%)
Value—
White Mountains Insurance Group LTD
N/A
Shares— from 226,500
Change-226,500 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 226,013
Change-226,013 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 225,123
Change-225,123 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 224,304
Change-224,304 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 223,301
Change-223,301 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 222,481
Change-222,481 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 219,040
Change-219,040 (-100%)
Value—
Little Harbor Advisors, LLC
N/A
Shares— from 216,634
Change-216,634 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 215,127
Change-215,127 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 214,476
Change-214,476 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 213,059
Change-213,059 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 211,623
Change-211,623 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 210,866
Change-210,866 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 210,516
Change-210,516 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 210,000
Change-210,000 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 207,400
Change-207,400 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 207,396
Change-207,396 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 207,251
Change-207,251 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 206,307
Change-206,307 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 205,100
Change-205,100 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 200,652
Change-200,652 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 196,101
Change-196,101 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 189,780
Change-189,780 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 188,548
Change-188,548 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 185,020
Change-185,020 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 184,574
Change-184,574 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 183,628
Change-183,628 (-100%)
Value—
DOW Chemical Co
N/A
Shares— from 183,371
Change-183,371 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 182,296
Change-182,296 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 180,784
Change-180,784 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 179,069
Change-179,069 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 177,563
Change-177,563 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 177,291
Change-177,291 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 176,109
Change-176,109 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 174,761
Change-174,761 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 174,645
Change-174,645 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 173,384
Change-173,384 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 173,182
Change-173,182 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 170,726
Change-170,726 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 170,562
Change-170,562 (-100%)
Value—
North Horizon Holdings Inc.
N/A
Shares— from 169,775
Change-169,775 (-100%)
Value—
Stephens Inc
N/A
Shares— from 167,417
Change-167,417 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 165,670
Change-165,670 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 165,032
Change-165,032 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 164,845
Change-164,845 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 161,730
Change-161,730 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 161,180
Change-161,180 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 160,362
Change-160,362 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 158,695
Change-158,695 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 157,095
Change-157,095 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 155,271
Change-155,271 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 153,569
Change-153,569 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 153,567
Change-153,567 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 151,265
Change-151,265 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 150,229
Change-150,229 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 149,849
Change-149,849 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 149,817
Change-149,817 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 147,986
Change-147,986 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 146,300
Change-146,300 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 144,918
Change-144,918 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 143,514
Change-143,514 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 143,317
Change-143,317 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 143,000
Change-143,000 (-100%)
Value—
Rising Stella Capital Pte. Ltd
N/A
Shares— from 142,781
Change-142,781 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 141,800
Change-141,800 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 141,384
Change-141,384 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 137,612
Change-137,612 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 135,251
Change-135,251 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 135,100
Change-135,100 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 133,977
Change-133,977 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 132,931
Change-132,931 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 132,746
Change-132,746 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 129,087
Change-129,087 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 125,400
Change-125,400 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 124,933
Change-124,933 (-100%)
Value—
Tang Capital Management LLC
N/A
Shares— from 123,000
Change-123,000 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 122,949
Change-122,949 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 122,830
Change-122,830 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 122,791
Change-122,791 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 120,983
Change-120,983 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 120,637
Change-120,637 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 119,286
Change-119,286 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 119,098
Change-119,098 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 118,970
Change-118,970 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 117,959
Change-117,959 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 117,030
Change-117,030 (-100%)
Value—
Allianz SE
N/A
Shares— from 116,978
Change-116,978 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 116,201
Change-116,201 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 115,343
Change-115,343 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 115,312
Change-115,312 (-100%)
Value—
Amundi
N/A
Shares— from 114,966
Change-114,966 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 114,567
Change-114,567 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 112,093
Change-112,093 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 110,759
Change-110,759 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 109,293
Change-109,293 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 109,000
Change-109,000 (-100%)
Value—
Lepercq De Neuflize Asset Management LLC
N/A
Shares— from 108,716
Change-108,716 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 108,439
Change-108,439 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 107,838
Change-107,838 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 107,421
Change-107,421 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 107,400
Change-107,400 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 106,914
Change-106,914 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 105,900
Change-105,900 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 104,579
Change-104,579 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 104,447
Change-104,447 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 104,280
Change-104,280 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 103,835
Change-103,835 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 103,742
Change-103,742 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 103,510
Change-103,510 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 103,358
Change-103,358 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 102,680
Change-102,680 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 102,619
Change-102,619 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 101,954
Change-101,954 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 101,566
Change-101,566 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 101,328
Change-101,328 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 100,799
Change-100,799 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 100,795
Change-100,795 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100,663
Change-100,663 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 100,248
Change-100,248 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 99,829
Change-99,829 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 99,725
Change-99,725 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 99,708
Change-99,708 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 98,649
Change-98,649 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 98,619
Change-98,619 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 98,500
Change-98,500 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 98,457
Change-98,457 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 98,160
Change-98,160 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 96,552
Change-96,552 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 95,837
Change-95,837 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 95,475
Change-95,475 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 94,139
Change-94,139 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 93,600
Change-93,600 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 93,111
Change-93,111 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 92,545
Change-92,545 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 92,121
Change-92,121 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 91,690
Change-91,690 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 90,987
Change-90,987 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 90,708
Change-90,708 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 89,500
Change-89,500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 89,112
Change-89,112 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 88,856
Change-88,856 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 88,678
Change-88,678 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 85,475
Change-85,475 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 84,047
Change-84,047 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 83,830
Change-83,830 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 83,793
Change-83,793 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 82,644
Change-82,644 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 81,635
Change-81,635 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 81,364
Change-81,364 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 80,887
Change-80,887 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 80,674
Change-80,674 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 80,417
Change-80,417 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 80,324
Change-80,324 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 80,224
Change-80,224 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 79,972
Change-79,972 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 79,367
Change-79,367 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 79,000
Change-79,000 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 77,766
Change-77,766 (-100%)
Value—
Seal Cove Capital, LLC
N/A
Shares— from 77,627
Change-77,627 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 77,076
Change-77,076 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 76,886
Change-76,886 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 76,754
Change-76,754 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 76,730
Change-76,730 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 76,464
Change-76,464 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 75,238
Change-75,238 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 74,539
Change-74,539 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 74,464
Change-74,464 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 73,993
Change-73,993 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 73,288
Change-73,288 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 73,026
Change-73,026 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 72,970
Change-72,970 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 72,741
Change-72,741 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 72,645
Change-72,645 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 71,473
Change-71,473 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 71,256
Change-71,256 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 71,199
Change-71,199 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 70,798
Change-70,798 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 70,602
Change-70,602 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 70,359
Change-70,359 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 70,040
Change-70,040 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 69,678
Change-69,678 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 69,318
Change-69,318 (-100%)
Value—
Simmons Bank
N/A
Shares— from 68,823
Change-68,823 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 67,645
Change-67,645 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 67,398
Change-67,398 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 67,061
Change-67,061 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 66,463
Change-66,463 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 66,258
Change-66,258 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 66,043
Change-66,043 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 65,867
Change-65,867 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 65,419
Change-65,419 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 65,042
Change-65,042 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 64,458
Change-64,458 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 63,571
Change-63,571 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 63,311
Change-63,311 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 62,277
Change-62,277 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 62,066
Change-62,066 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 61,065
Change-61,065 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 61,008
Change-61,008 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 60,466
Change-60,466 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 59,647
Change-59,647 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 59,560
Change-59,560 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 59,462
Change-59,462 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 58,976
Change-58,976 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 58,423
Change-58,423 (-100%)
Value—
Capital International Investors
N/A
Shares— from 57,935
Change-57,935 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 57,747
Change-57,747 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 57,737
Change-57,737 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 57,541
Change-57,541 (-100%)
Value—
TIG Advisors, LLC
N/A
Shares— from 57,518
Change-57,518 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 57,231
Change-57,231 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 56,382
Change-56,382 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 55,834
Change-55,834 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 55,809
Change-55,809 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 55,631
Change-55,631 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 55,098
Change-55,098 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 54,577
Change-54,577 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 54,549
Change-54,549 (-100%)
Value—
Friends of the Cornell LAB of Ornithology, Inc.
N/A
Shares— from 54,482
Change-54,482 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 54,252
Change-54,252 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 54,237
Change-54,237 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 54,070
Change-54,070 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 53,392
Change-53,392 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 53,178
Change-53,178 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 52,867
Change-52,867 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 52,732
Change-52,732 (-100%)
Value—
JCP Investment Management, LLCA
N/A
Shares— from 51,888
Change-51,888 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 51,634
Change-51,634 (-100%)
Value—
Visualize Group LP
N/A
Shares— from 51,271
Change-51,271 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 51,157
Change-51,157 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 50,875
Change-50,875 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 50,486
Change-50,486 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 50,303
Change-50,303 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 50,207
Change-50,207 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 50,118
Change-50,118 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Calydon Capital
N/A
Shares— from 49,765
Change-49,765 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 49,699
Change-49,699 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 49,682
Change-49,682 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 49,648
Change-49,648 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 49,618
Change-49,618 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 49,527
Change-49,527 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 49,433
Change-49,433 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 49,400
Change-49,400 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 49,203
Change-49,203 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 49,196
Change-49,196 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 49,146
Change-49,146 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 48,890
Change-48,890 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 48,696
Change-48,696 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 48,659
Change-48,659 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 48,491
Change-48,491 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 48,246
Change-48,246 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 48,207
Change-48,207 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 48,180
Change-48,180 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 47,879
Change-47,879 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 47,681
Change-47,681 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 47,482
Change-47,482 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 46,816
Change-46,816 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 46,595
Change-46,595 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 46,466
Change-46,466 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 46,203
Change-46,203 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 46,031
Change-46,031 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 45,947
Change-45,947 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 45,571
Change-45,571 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 45,543
Change-45,543 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 45,064
Change-45,064 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 44,580
Change-44,580 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 44,450
Change-44,450 (-100%)
Value—
180 GPS Investments IC Ltd
N/A
Shares— from 44,056
Change-44,056 (-100%)
Value—
Motco
N/A
Shares— from 43,505
Change-43,505 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 43,267
Change-43,267 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 43,190
Change-43,190 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 43,168
Change-43,168 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 42,877
Change-42,877 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 42,755
Change-42,755 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 42,596
Change-42,596 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 42,304
Change-42,304 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 42,106
Change-42,106 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 42,095
Change-42,095 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 42,074
Change-42,074 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 42,006
Change-42,006 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 41,889
Change-41,889 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 41,690
Change-41,690 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 41,568
Change-41,568 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 41,556
Change-41,556 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 41,164
Change-41,164 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 41,100
Change-41,100 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 40,982
Change-40,982 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 40,943
Change-40,943 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 40,755
Change-40,755 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 40,728
Change-40,728 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 40,645
Change-40,645 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 40,613
Change-40,613 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 40,596
Change-40,596 (-100%)
Value—
Capital World Investors
N/A
Shares— from 40,567
Change-40,567 (-100%)
Value—
Texas Permanent School Fund Corp
N/A
Shares— from 40,540
Change-40,540 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 40,447
Change-40,447 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 40,214
Change-40,214 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 40,133
Change-40,133 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 40,048
Change-40,048 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 39,613
Change-39,613 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 39,470
Change-39,470 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 39,352
Change-39,352 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 39,108
Change-39,108 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 38,492
Change-38,492 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 38,435
Change-38,435 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 38,397
Change-38,397 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 38,097
Change-38,097 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 37,945
Change-37,945 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 37,920
Change-37,920 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 37,884
Change-37,884 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 37,639
Change-37,639 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 37,569
Change-37,569 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 37,549
Change-37,549 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 37,408
Change-37,408 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 37,062
Change-37,062 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 36,911
Change-36,911 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 36,812
Change-36,812 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 36,103
Change-36,103 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 36,103
Change-36,103 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 35,996
Change-35,996 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 35,400
Change-35,400 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 35,379
Change-35,379 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 35,240
Change-35,240 (-100%)
Value—
FIL Ltd
N/A
Shares— from 35,238
Change-35,238 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 35,181
Change-35,181 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 34,948
Change-34,948 (-100%)
Value—
AXA S.A.
N/A
Shares— from 34,766
Change-34,766 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 34,657
Change-34,657 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 34,650
Change-34,650 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 34,414
Change-34,414 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 34,288
Change-34,288 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 34,266
Change-34,266 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 34,110
Change-34,110 (-100%)
Value—
Nepc LLC
N/A
Shares— from 33,248
Change-33,248 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 33,110
Change-33,110 (-100%)
Value—
Tikvah Management LLC
N/A
Shares— from 33,104
Change-33,104 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 32,638
Change-32,638 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 32,620
Change-32,620 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 32,525
Change-32,525 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 32,376
Change-32,376 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 32,029
Change-32,029 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 31,988
Change-31,988 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 31,837
Change-31,837 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 31,694
Change-31,694 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 31,543
Change-31,543 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 31,237
Change-31,237 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 31,170
Change-31,170 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 30,942
Change-30,942 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 30,604
Change-30,604 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 30,549
Change-30,549 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 30,356
Change-30,356 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 30,170
Change-30,170 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 30,103
Change-30,103 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 29,946
Change-29,946 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,900
Change-29,900 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 29,602
Change-29,602 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 29,542
Change-29,542 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 29,518
Change-29,518 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 29,458
Change-29,458 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 29,442
Change-29,442 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 28,878
Change-28,878 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 28,761
Change-28,761 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 28,642
Change-28,642 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 28,610
Change-28,610 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 28,490
Change-28,490 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 28,407
Change-28,407 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 28,166
Change-28,166 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 28,159
Change-28,159 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 28,155
Change-28,155 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 27,996
Change-27,996 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 27,923
Change-27,923 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 27,774
Change-27,774 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 27,723
Change-27,723 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 27,691
Change-27,691 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,465
Change-27,465 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 27,310
Change-27,310 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 27,164
Change-27,164 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 27,080
Change-27,080 (-100%)
Value—
Optas, LLC
N/A
Shares— from 26,906
Change-26,906 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 26,871
Change-26,871 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 26,784
Change-26,784 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 26,680
Change-26,680 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 26,633
Change-26,633 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 26,602
Change-26,602 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 26,581
Change-26,581 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 26,516
Change-26,516 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 26,312
Change-26,312 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 26,236
Change-26,236 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 26,138
Change-26,138 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 25,924
Change-25,924 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 25,876
Change-25,876 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 25,873
Change-25,873 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 25,612
Change-25,612 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 25,568
Change-25,568 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 25,436
Change-25,436 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 25,435
Change-25,435 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 25,414
Change-25,414 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 25,179
Change-25,179 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 25,138
Change-25,138 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 25,102
Change-25,102 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 25,086
Change-25,086 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 24,727
Change-24,727 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 24,661
Change-24,661 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 24,338
Change-24,338 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 24,157
Change-24,157 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 24,098
Change-24,098 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 24,069
Change-24,069 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 23,995
Change-23,995 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 23,879
Change-23,879 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 23,671
Change-23,671 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 23,565
Change-23,565 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,386
Change-23,386 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 23,323
Change-23,323 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 23,267
Change-23,267 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 23,144
Change-23,144 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 23,119
Change-23,119 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 23,071
Change-23,071 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 22,809
Change-22,809 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 22,568
Change-22,568 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 22,505
Change-22,505 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 22,501
Change-22,501 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 22,190
Change-22,190 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 22,159
Change-22,159 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 22,120
Change-22,120 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,102
Change-22,102 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 21,981
Change-21,981 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 21,923
Change-21,923 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 21,918
Change-21,918 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 21,835
Change-21,835 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 21,601
Change-21,601 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 21,495
Change-21,495 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 21,473
Change-21,473 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 21,317
Change-21,317 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 21,285
Change-21,285 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,281
Change-21,281 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 21,259
Change-21,259 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 21,187
Change-21,187 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 21,185
Change-21,185 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 21,142
Change-21,142 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 21,060
Change-21,060 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 20,879
Change-20,879 (-100%)
Value—
EFG International AG
N/A
Shares— from 20,768
Change-20,768 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 20,760
Change-20,760 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 20,722
Change-20,722 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 20,605
Change-20,605 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 20,528
Change-20,528 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 20,483
Change-20,483 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 20,371
Change-20,371 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 20,362
Change-20,362 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 20,197
Change-20,197 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 20,091
Change-20,091 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 20,044
Change-20,044 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 19,957
Change-19,957 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 19,884
Change-19,884 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 19,763
Change-19,763 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 19,651
Change-19,651 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 19,615
Change-19,615 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 19,604
Change-19,604 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 19,550
Change-19,550 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 19,470
Change-19,470 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 19,297
Change-19,297 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 19,221
Change-19,221 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 19,088
Change-19,088 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 19,045
Change-19,045 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 18,938
Change-18,938 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 18,922
Change-18,922 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 18,790
Change-18,790 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 18,735
Change-18,735 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 18,628
Change-18,628 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 18,404
Change-18,404 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,249
Change-18,249 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 18,217
Change-18,217 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 18,193
Change-18,193 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,951
Change-17,951 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 17,795
Change-17,795 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 17,722
Change-17,722 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 17,584
Change-17,584 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 17,513
Change-17,513 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 17,443
Change-17,443 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,288
Change-17,288 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 17,288
Change-17,288 (-100%)
Value—
CSS LLC
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 16,905
Change-16,905 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 16,891
Change-16,891 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 16,874
Change-16,874 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 16,739
Change-16,739 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 16,685
Change-16,685 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 16,582
Change-16,582 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 16,567
Change-16,567 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,508
Change-16,508 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 16,496
Change-16,496 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 16,490
Change-16,490 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 16,198
Change-16,198 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 16,094
Change-16,094 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 16,081
Change-16,081 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 16,042
Change-16,042 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 16,006
Change-16,006 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 15,953
Change-15,953 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 15,902
Change-15,902 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 15,869
Change-15,869 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 15,785
Change-15,785 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 15,759
Change-15,759 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 15,738
Change-15,738 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 15,660
Change-15,660 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 15,632
Change-15,632 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 15,626
Change-15,626 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,611
Change-15,611 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 15,598
Change-15,598 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 15,593
Change-15,593 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 15,535
Change-15,535 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,448
Change-15,448 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 15,235
Change-15,235 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 15,179
Change-15,179 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,157
Change-15,157 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 15,006
Change-15,006 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Harvey Partners, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 14,997
Change-14,997 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 14,923
Change-14,923 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 14,830
Change-14,830 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,791
Change-14,791 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 14,777
Change-14,777 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 14,760
Change-14,760 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 14,592
Change-14,592 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 14,361
Change-14,361 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 14,317
Change-14,317 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Legacy Trust
N/A
Shares— from 14,247
Change-14,247 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 14,090
Change-14,090 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 13,986
Change-13,986 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 13,817
Change-13,817 (-100%)
Value—
Boston Partners
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 13,760
Change-13,760 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 13,741
Change-13,741 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 13,680
Change-13,680 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 13,528
Change-13,528 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
First Washington Corp
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 12,902
Change-12,902 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 12,720
Change-12,720 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 12,571
Change-12,571 (-100%)
Value—
American Trust
N/A
Shares— from 12,548
Change-12,548 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,501
Change-12,501 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Invst, LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 12,223
Change-12,223 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 11,960
Change-11,960 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 11,909
Change-11,909 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
Centennial Bank
N/A
Shares— from 11,795
Change-11,795 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 11,542
Change-11,542 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 11,386
Change-11,386 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 11,292
Change-11,292 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 11,061
Change-11,061 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 10,965
Change-10,965 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 10,828
Change-10,828 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 10,752
Change-10,752 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 10,561
Change-10,561 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,526
Change-10,526 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10,478
Change-10,478 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 10,302
Change-10,302 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 10,192
Change-10,192 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 10,076
Change-10,076 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,967
Change-9,967 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 9,946
Change-9,946 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,867
Change-9,867 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 9,764
Change-9,764 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 9,722
Change-9,722 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,408
Change-9,408 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 9,380
Change-9,380 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,344
Change-9,344 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 9,341
Change-9,341 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 9,229
Change-9,229 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 9,135
Change-9,135 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 9,072
Change-9,072 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 8,279
Change-8,279 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 8,152
Change-8,152 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 8,077
Change-8,077 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,941
Change-7,941 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 7,941
Change-7,941 (-100%)
Value—
10Elms LLP
N/A
Shares— from 7,894
Change-7,894 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 7,878
Change-7,878 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 7,774
Change-7,774 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 7,772
Change-7,772 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 7,769
Change-7,769 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 7,739
Change-7,739 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7,633
Change-7,633 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 7,329
Change-7,329 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 7,201
Change-7,201 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 6,952
Change-6,952 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Metlife Inc
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
Ironclad Investments LLC
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 6,698
Change-6,698 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 6,610
Change-6,610 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 6,546
Change-6,546 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Summitry LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Kohlberg Kravis Roberts & Co. L.P.
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,806
Change-5,806 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Sabby Management, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,452
Change-5,452 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Bank OZK
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Mufg Bank, Ltd.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Miramar Fiduciary Corp
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Allstate Corp
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
United Bank
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
ThornTree Capital Partners LP
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
ParaFi Capital LP
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
United Bank
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
CIM, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Arrington Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 998
Change-998 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 961
Change-961 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 952
Change-952 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 920
Change-920 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 893
Change-893 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 862
Change-862 (-100%)
Value—
Emory University
N/A
Shares— from 861
Change-861 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 859
Change-859 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Ames National Corp
N/A
Shares— from 828
Change-828 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Torque Asset Management LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 822
Change-822 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 801
Change-801 (-100%)
Value—
Symmetry Peak Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 798
Change-798 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 794
Change-794 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 764
Change-764 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 751
Change-751 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 746
Change-746 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 711
Change-711 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 698
Change-698 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 694
Change-694 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 683
Change-683 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 668
Change-668 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 668
Change-668 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 668
Change-668 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 666
Change-666 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 642
Change-642 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 637
Change-637 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 627
Change-627 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 624
Change-624 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Centrica Wealth Management, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 595
Change-595 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 592
Change-592 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 591
Change-591 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 584
Change-584 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 581
Change-581 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 578
Change-578 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 572
Change-572 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 569
Change-569 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 562
Change-562 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 554
Change-554 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 545
Change-545 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 533
Change-533 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 530
Change-530 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 525
Change-525 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 520
Change-520 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 514
Change-514 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 513
Change-513 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 500
Change-500 (-100%)
Value—
Skaana Management L.P.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 478
Change-478 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 474
Change-474 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 470
Change-470 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 469
Change-469 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 463
Change-463 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 441
Change-441 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 440
Change-440 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 439
Change-439 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 435
Change-435 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 435
Change-435 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 419
Change-419 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 418
Change-418 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 406
Change-406 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 378
Change-378 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 371
Change-371 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 365
Change-365 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 352
Change-352 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 347
Change-347 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 344
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Value—
Wayfinding Financial, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 336
Change-336 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 335
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Value—
WealthTrak Capital Management LLC
N/A
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Value—
Clifford Group, LLC
N/A
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Value—
Pacific SUN Financial Corp
N/A
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Value—
Beto Financial Group, LLC
N/A
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Value—
Claris Advisors, LLC / MO /
N/A
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Change-328 (-100%)
Value—
FMB Wealth Management
N/A
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Change-326 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
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Change-319 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
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Change-318 (-100%)
Value—
Broadview Financial Management, LLC
N/A
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Change-318 (-100%)
Value—
Blalock Williams, LLC
N/A
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Change-317 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
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Change-316 (-100%)
Value—
Owen LaRue, LLC
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Change-315 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
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Value—
Morgan Dempsey Capital Management LLC
N/A
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Value—
KilterHowling LLC
N/A
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Value—
Sagewood Asset Management LP
N/A
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Change-310 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
New World Advisors LLC
N/A
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Change-307 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Applied Capital LLC
N/A
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Change-306 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
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Change-301 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 300
Change-300 (-100%)
Value—
Conquis Financial LLC
N/A
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Change-297 (-100%)
Value—
Greenland Capital Management LP
N/A
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Change-297 (-100%)
Value—
Chelsea Counsel Co
N/A
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Change-295 (-100%)
Value—
Compass Advisory Group LLC
N/A
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Change-290 (-100%)
Value—
one8zero8, LLC
N/A
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Change-289 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
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Change-288 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Croban
N/A
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Change-283 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
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Change-283 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
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Change-281 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
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Change-280 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 274
Change-274 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 269
Change-269 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 255
Change-255 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 255
Change-255 (-100%)
Value—
Logan Capital Management Inc
N/A
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Change-254 (-100%)
Value—
BNP Paribas
N/A
Shares— from 235
Change-235 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
FWL Investment Management, LLC
N/A
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Change-222 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 179
Change-179 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
NCP Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 148
Change-148 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Quarry LP
N/A
Shares— from 123
Change-123 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 106
Change-106 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Paloma Partners Management Co
N/A
Shares— from 101
Change-101 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 80
Change-80 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 38
Change-38 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 25
Change-25 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Gould Capital, LLC
N/A
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Value—
Swan Capital LLC
N/A
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Value—
Penserra Capital Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1
Change-1 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 0
Change0
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
RedJay Asset Management Inc.
N/A
Shares— from 0
Change0
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED4,701,6714,174,930+526,741+13%$3.1B$3.6B+$433.5M2026-11-04
US Bancorp \de\
DECREASED4,147,3844,204,899-57,515-1%$3.1B$3.2B+$22.8M2026-11-05
MacKenzie Financial Corp
DECREASED3,401,6893,472,617-70,928-2%$2.6B$2.6B+$983.9K2026-11-02
Creative Planning
INCREASED2,987,2402,961,460+25,780+1%$2.2B$2.3B+$66.6M2026-11-02
Truist Financial Corp
DECREASED2,878,5923,070,445-191,853-6%$2.3B$2.2B-$97.6M2026-10-30
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED2,617,8322,617,83200%$2.0B$2.0B+$41.5M2026-10-28
Bank of New York Mellon Corp
DECREASED2,495,9782,591,117-95,139-4%$1.9B$1.9B-$31.5M2026-11-05
Citigroup Inc
INCREASED2,248,6281,289,708+958,920+74%$963.1M$1.7B+$751.8M2026-11-04
Sanders Capital, LLC
DECREASED1,815,0122,036,906-221,894-11%$1.5B$1.4B-$136.9M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,587,8801,555,536+32,344+2%$1.2B$1.2B+$59.2M2026-10-29
Meitav Investment House LTD
INCREASED1,559,0181,468,305+90,713+6%$1.1B$1.2B+$92.5M2026-10-28
Imc-Chicago, LLC
NEW1,547,924—+1,547,924——$1.2B—2026-11-05
Commonwealth Equity Services, LLC
DECREASED1,288,8651,485,119-196,254-13%$1.1B$982.9M-$126.1M2026-11-02
Trust Asset Management LLC
DECREASED1,199,0861,204,074-4,9880%$899.2M$914.5M+$15.3M2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,164,034360,431+803,603+223%$269.2M$887.7M+$618.6M2026-11-03
Cohen Klingenstein LLC
DECREASED1,096,0631,104,639-8,576-1%$824.9M$835.9M+$11.0M2026-10-15
Valeo Financial Advisors, LLC
DECREASED894,574912,720-18,146-2%$681.6M$682.2M+$638.1K2026-10-08
Fifth Third Bancorp
DECREASED833,905866,212-32,307-4%$646.9M$636.0M-$10.9M2026-11-05
TD Waterhouse Canada Inc.
INCREASED794,124769,996+24,128+3%$574.4M$584.7M+$10.2M2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED768,079813,427-45,348-6%$607.4M$585.8K-$606.9M2026-11-05
GoalVest Advisory LLC
INCREASED721,1043,770+717,334+19027%$2.8M$3.2M+$432.1K2026-10-02
Greenfield FTC, Inc.
UNCHANGED699,141699,14100%$522.1M$533.2M+$11.1M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED668,259684,105-15,846-2%$510.9M$509.6K-$510.4M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED644,947592,442+52,505+9%$423.7M$472.9M+$49.2M2026-10-13
Kestra Advisory Services, LLC
INCREASED572,676533,983+38,693+7%$398.8M$436.7M+$38.0M2026-11-02
AMG National Trust Bank
DECREASED569,207575,530-6,323-1%$429.8M$434.1M+$4.3M2026-11-05
Mirae Asset Securities (USA) Inc.
DECREASED556,248848,158-291,910-34%$633.4M$424.2M-$209.2M2026-10-15
Daido Life Insurance Co
UNCHANGED544,324544,32400%$406.5M$415.1K-$406.1M2026-11-05
Catalyst Capital Advisors LLC
DECREASED530,947535,263-4,316-1%$399.7M$404.9M+$5.2M2026-11-02
BIP Wealth, LLC
INCREASED519,021503,321+15,700+3%$375.9M$395.8M+$20.0M2026-10-22
Soundwatch Capital LLC
DECREASED514,429521,090-6,661-1%$389.1M$395.9M+$6.8M2026-11-04
Angeles Wealth Management, LLC
DECREASED498,621606,525-107,904-18%$47.2M$48.3M+$1.2M2026-10-26
HB Wealth Management, LLC
INCREASED485,629471,257+14,372+3%$351.9M$370.4M+$18.4M2026-10-23
Thrivent Financial for Lutherans
INCREASED472,909471,060+1,849+0%$351.8M$360.7K-$351.4M2026-11-05
Foster Dykema Cabot & Partners, LLC
DECREASED412,769415,216-2,447-1%$310.9M$315.6M+$4.7M2026-10-30
Jacobi Capital Management LLC
DECREASED393,053403,068-10,015-2%$301.0M$299.8M-$1.2M2026-11-05
Choreo, LLC
INCREASED381,672375,074+6,598+2%$107.1M$114.4M+$7.3M2026-10-28
Ppsc Investment Service Corp
INCREASED370,248353,974+16,274+5%$264.3M$282.4M+$18.0M2026-10-27
Shulman DeMeo Asset Management LLC
DECREASED365,374372,247-6,873-2%$278.0M$283.1M+$5.1M2026-10-09
CV Advisors LLC
INCREASED339,884288,207+51,677+18%$215.2M$259.2M+$44.0M2026-10-13
Berkshire Money Management, Inc.
INCREASED339,164336,187+2,977+1%$251.1M$258.7M+$7.6M2026-10-21
AIA Group Ltd
DECREASED333,517652,712-319,195-49%$487.4M$254.4M-$233.1M2026-10-30
M Holdings Securities, Inc.
DECREASED321,930329,216-7,286-2%$244.2M$245.4K-$243.9M2026-11-03
Jefferies Financial Group Inc.
DECREASED313,3441,155,306-841,962-73%$862.7M$239.0M-$623.8M2026-11-05
Bailard, Inc.
INCREASED301,655204,448+97,207+48%$152.7M$230.1M+$77.4M2026-10-13
Evolution Wealth Advisors, LLC
INCREASED299,786282,543+17,243+6%$211.0M$228.6M+$17.6M2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED299,142299,926-7840%$224.0M$228.1M+$4.2M2026-10-22
Brookstone Capital Management
INCREASED294,526281,491+13,035+5%$210.2M$224.6M+$14.4M2026-10-22
State of Michigan Retirement System
DECREASED293,523407,152-113,629-28%$304.0M$223.8M-$80.2M2026-10-27
Diversify Advisory Services, LLC
INCREASED292,527284,244+8,283+3%$210.1M$225.8M+$15.7M2026-10-20
Diversify Wealth Management, LLC
INCREASED292,527284,244+8,283+3%$210.1M$225.8M+$15.7M2026-10-20
TD Private Client Wealth LLC
DECREASED281,955291,642-9,687-3%$217.8M$215.0M-$2.8M2026-10-28
Pacific Capital Wealth Advisors, Inc.
INCREASED281,725280,356+1,369+0%$209.4M$214.9M+$5.5M2026-10-22
Concurrent Investment Advisors, LLC
INCREASED279,993234,947+45,046+19%$175.5M$213.5M+$38.1M2026-10-16
Simon Quick Advisors, LLC
DECREASED277,820279,510-1,690-1%$208.7M$211.9M+$3.1M2026-10-26
Howard Capital Management, LLC
INCREASED269,109268,982+127+0%$200.9M$205.2M+$4.4M2026-10-16
State of Wyoming
INCREASED266,155265,295+860+0%$198.1M$203.0M+$4.9M2026-10-28
Calamos Advisors LLC
INCREASED265,47913,308+252,171+1895%$9.9M$202.5M+$192.5M2026-11-02
Keybank National Association
DECREASED259,141278,892-19,751-7%$208.3M$197.6M-$10.6M2026-11-04
Leona M. & Harry B. Helmsley Charitable Trust
DECREASED253,264273,764-20,500-7%$204.4M$193.1M-$11.3M2026-10-20
Peavine Capital, LLC
DECREASED248,387261,687-13,300-5%$195.4M$189.4M-$6.0M2026-10-13
Citizens Financial Group Inc
DECREASED238,850239,732-8820%$179.0M$182.2M+$3.1M2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED224,929219,334+5,595+3%$163.8M$171.5M+$7.7M2026-10-29
MBL Wealth, LLC
INCREASED222,244216,949+5,295+2%$162.0M$169.5M+$7.5M2026-10-22
Div Capital Phoenix Assets Ltd
UNCHANGED221,070221,07000%$165.1M$168.6M+$3.5M2026-10-20
Vontobel Holding Ltd.
DECREASED214,636231,528-16,892-7%$172.9M$163.7M-$9.2M2026-10-16
Sageworth Trust Co
DECREASED214,557220,218-5,661-3%$164.5M$163.6M-$824.6K2026-10-30
Benin Management Corp
DECREASED209,296211,839-2,543-1%$158.2M$159.6M+$1.4M2026-10-22
Cynosure Group, LLC
INCREASED205,923194,225+11,698+6%$70.1M$157.0M+$87.0M2026-11-03
Allen Investment Management, LLC
INCREASED202,716198,237+4,479+2%$148.0M$154.6M+$6.6M2026-11-03
Taiyo Life Insurance Co
UNCHANGED191,000191,00000%$142.6M$145.7K-$142.5M2026-10-20
Pinnacle Associates LTD
DECREASED188,709191,109-2,400-1%$142.7M$143.9M+$1.2M2026-10-20
Cullen T Bankers, Inc.
DECREASED187,808188,706-8980%$140.9M$143.2M+$2.3M2026-10-28
Park Avenue Securities LLC
DECREASED187,787192,295-4,508-2%$143.6M$143.2K-$143.5M2026-10-26
Csenge Advisory Group
INCREASED181,673177,587+4,086+2%$132.6M$138.5M+$5.9M2026-11-04
Old National Bancorp
DECREASED181,604185,212-3,608-2%$138.3M$138.5M+$185.9K2026-10-20
MIO Partners, Inc.
DECREASED178,622186,911-8,289-4%$139.6M$136.2M-$3.4M2026-11-03
DT Investment Partners, LLC
DECREASED177,839178,274-4350%$133.1M$135.6M+$2.5M2026-10-27
Pacific Wealth Management
INCREASED175,280174,694+586+0%$130.5M$133.7M+$3.2M2026-10-05
Almanack Investment Partners, Llc.
INCREASED173,03310,370+162,663+1569%$7.7M$5.8M-$1.9M2026-11-03
Marest Capital, LLC
INCREASED168,002167,232+770+0%$124.9M$128.1M+$3.3M2026-10-23
Tlwm
DECREASED166,090171,390-5,300-3%$128.0M$126.7M-$1.3M2026-10-09
Manchester Capital Management LLC
DECREASED162,862163,294-4320%$121.9M$124.2M+$2.3M2026-10-22
Consolidated Investment Group LLC
INCREASED162,805161,305+1,500+1%$120.5M$124.2M+$3.7M2026-11-04
Southern Farm Bureau Life Insurance
UNCHANGED161,923161,92300%$121.0M$123.4K-$120.9M2026-10-15
Banque Pictet & CIE SA
INCREASED160,798136,746+24,052+18%$102.1M$122.6M+$20.5M2026-10-16
Glenview Trust Co
DECREASED160,460160,908-4480%$120.2M$122.4M+$2.2M2026-10-28
Activest Wealth Management
INCREASED158,577156,104+2,473+2%$116.6M$120.9M+$4.4M2026-10-15
Prairie Advisory, LLC
INCREASED158,19879,367+78,831+99%$59.3M$120.6M+$61.4M2026-10-19
Eastern Bank
DECREASED153,837155,477-1,640-1%$116.1M$117.3M+$1.2M2026-10-05
Prime Capital Investment Advisors, LLC
INCREASED152,773151,678+1,095+1%$113.3M$116.5M+$3.2M2026-10-20
Gainplan LLC
INCREASED150,567124,662+25,905+21%$93.1M$114.8M+$21.7M2026-10-09
Benjamin Joseph Floyd DBA Floyd Capital Management
DECREASED150,270176,101-25,831-15%$131.5M$114.6M-$16.9M2026-10-01
Montag A & Associates Inc
DECREASED149,462173,415-23,953-14%$129.8M$114.3M-$15.6M2026-10-29
Strategic Point Investment Advisors, LLC
DECREASED148,999149,939-940-1%$112.0M$113.6M+$1.7M2026-10-29
St. Louis Trust Co
INCREASED147,100130,821+16,279+12%$1.6M$112.2M+$110.6M2026-11-03
MCF Advisors LLC
DECREASED144,266145,668-1,402-1%$109.0M$110.2M+$1.2M2026-10-28
Vise Technologies, Inc.
INCREASED143,49181,346+62,145+76%$60.7M$109.4M+$48.7M2026-10-29
Sentinel Pension Advisors, LLC
INCREASED143,372143,086+286+0%$106.4M$109.3M+$3.0M2026-11-02
New York Life Insurance Co
UNCHANGED142,522142,52200%$106.4M$108.7M+$2.3M2026-11-03
Oppenheimer & Co Inc
INCREASED142,105126,855+15,250+12%$94.7M$108.4M+$13.6M2026-10-26
Howard Capital Management Group, LLC
DECREASED141,174145,761-4,587-3%$108.8M$107.7M-$1.2M2026-10-16
Bokf, NA
INCREASED136,454131,628+4,826+4%$98.3M$104.1M+$5.8M2026-10-27
Farther Finance Advisors, LLC
INCREASED136,068135,693+375+0%$101.3M$103.8M+$2.5M2026-10-08
Joel Isaacson & Co., LLC
INCREASED135,922135,617+305+0%$101.3M$103.7M+$2.4M2026-11-05
SteelPeak Wealth, LLC
INCREASED133,090127,281+5,809+5%$95.3M$101.7M+$6.5M2026-10-16
Total Investment Management Inc
DECREASED131,744132,736-992-1%$99.2M$100.5M+$1.3M2026-10-22
Beacon Capital Management, Inc.
INCREASED131,066127,439+3,627+3%$95.2M$100.0M+$4.8M2026-10-13
Tucker Asset Management LLC
INCREASED130,472128,059+2,413+2%$95.6M$99.5M+$3.9M2026-10-29
Atticus Wealth Management, LLC
INCREASED129,437127,732+1,705+1%$95.4M$98.7M+$3.3M2026-10-20
Ramsey Quantitative Systems
INCREASED129,359127,043+2,316+2%$94.9M$98.7M+$3.8M2026-10-22
Mesirow Financial Investment Management, Inc.
DECREASED128,064131,037-2,973-2%$97.9M$97.7M-$192.2K2026-11-05
CIBC Asset Management Inc
INCREASED125,901118,053+7,848+7%$88.2M$96.0M+$7.9M2026-11-05
James J. Burns & Company, LLC
INCREASED125,772117,953+7,819+7%$88.1M$95.9M+$7.8M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED125,167125,871-704-1%$94.0M$95.5M+$1.5M2026-11-05
Teramo Advisors, LLC
DECREASED125,000185,000-60,000-32%$138.2M$95.3M-$42.8M2026-10-16
Independence Bank of Kentucky
DECREASED124,888126,901-2,013-2%$94.8M$95.2M+$477.5K2026-10-26
Cornerstone Wealth Group, LLC
INCREASED124,671122,433+2,238+2%$91.4M$95.1M+$3.6M2026-11-02
Beacon Capital Management, LLC
DECREASED123,030140,753-17,723-13%$105.1M$93.8M-$11.3M2026-10-23
Midwest Trust Co
DECREASED122,572123,646-1,074-1%$92.3M$93.5M+$1.1M2026-10-22
IFG Advisors, LLC
DECREASED120,434121,150-716-1%$90.5M$91.8M+$1.4M2026-10-15
Kestra Private Wealth Services, LLC
DECREASED118,688119,662-974-1%$89.4M$90.5M+$1.2M2026-10-30
Capital Advisors, Ltd. LLC
DECREASED118,563119,607-1,044-1%$89.3K$90.4K+$1.1K2026-10-27
Busey Bank
DECREASED116,792132,734-15,942-12%$99.1M$89.1M-$10.1M2026-10-26
Lazard Freres Gestion S.A.S.
INCREASED115,27682,908+32,368+39%$61.9M$87.9K-$61.8M2026-11-03
Venture Visionary Partners LLC
INCREASED115,101114,375+726+1%$85.4M$87.8M+$2.4M2026-10-07
Klingman & Associates, LLC
DECREASED114,733114,856-1230%$85.8M$87.5M+$1.7M2026-10-20
Exchange Traded Concepts, LLC
INCREASED111,28188,156+23,125+26%$65.8M$84.9M+$19.0M2026-10-28
Karnit Road Accident Victims Compensation Fund
DECREASED110,942136,578-25,636-19%$102.0M$84.6M-$17.4M2026-11-04
Eos Management, L.P.
UNCHANGED110,736110,73600%$82.7M$84.5M+$1.8M2026-10-27
D.A. Davidson & Co.
INCREASED107,73796,396+11,341+12%$72.0M$82.2M+$10.2M2026-10-28
Independent Financial Group, LLC
DECREASED107,579107,744-1650%$80.5M$82.0M+$1.6M2026-10-13
NTV Asset Management LLC
DECREASED107,421108,042-621-1%$80.7M$81.9M+$1.2M2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED107,096103,930+3,166+3%$77.6M$81.7M+$4.1M2026-10-27
First Horizon Corp
DECREASED106,644107,081-4370%$80.0M$81.3M+$1.4M2026-10-26
Azarias Capital Management, L.P.
UNCHANGED106,461106,46100%$79.5M$81.2M+$1.7M2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED105,198108,498-3,300-3%$81.0M$80.2M-$795.9K2026-11-03
Atria Investments, Inc
DECREASED104,950170,306-65,356-38%$127.2M$80.0M-$47.1M2026-10-15
Washington Trust Co
DECREASED102,708104,729-2,021-2%$78.2M$78.3M+$119.7K2026-10-22
Capital Management Associates, Inc
DECREASED102,691103,045-3540%$77.0M$78.3M+$1.4M2026-10-20
Matauro, LLC
INCREASED101,69894,180+7,518+8%$70.3M$77.6M+$7.2M2026-11-03
Prospera Financial Services Inc
INCREASED101,47699,549+1,927+2%$74.4M$76.8M+$2.4M2026-11-04
Shepherd Financial Partners LLC
DECREASED101,475101,597-1220%$75.9M$77.4M+$1.5M2026-11-03
Meridian Wealth Management, LLC
DECREASED100,358102,346-1,988-2%$76.4M$76.5M+$106.8K2026-11-05
Attessa Capital LLC
INCREASED99,82893,729+6,099+7%$70.0M$76.1M+$6.1M2026-10-09
Regions Financial Corp
DECREASED97,97899,076-1,098-1%$74.0M$74.7M+$734.0K2026-11-05
Retirement Planning Group, LLC
DECREASED96,622101,168-4,546-4%$75.5M$73.7M-$1.9M2026-10-19
West Financial Advisors, LLC
DECREASED95,02897,397-2,369-2%$72.7M$72.5M-$262.2K2026-10-22
Conning Inc.
DECREASED94,914101,038-6,124-6%$75.5M$72.4M-$3.1M2026-10-27
Reicon Wealth Advisors, LLC
INCREASED94,78387,915+6,868+8%$65.7M$72.3M+$6.6M2026-11-04
Fortitude Financial, LLC
INCREASED94,746927+93,819+10121%$692.3K$72.3M+$71.6M2026-10-19
Modera Wealth Management, LLC
DECREASED94,63396,183-1,550-2%$71.8M$72.2M+$343.6K2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED94,132114,820-20,688-18%$85.7M$71.8M-$14.0M2026-11-03
Integrated Advisors Network LLC
DECREASED92,17592,353-1780%$69.0M$70.3M+$1.3M2026-10-20
First Financial Bank - Trust Division
INCREASED91,47489,927+1,547+2%$67.2M$69.8M+$2.6M2026-10-01
Ayalon Insurance Comp Ltd.
DECREASED91,19794,540-3,343-4%$70.7K$69.7K-$1.1K2026-10-08
Wilmington Savings Fund Society, FSB
INCREASED91,19083,507+7,683+9%$62.4M$69.5M+$7.2M2026-10-23
Legacy Wealth Management, LLC / MS
INCREASED91,10487,441+3,663+4%$65.3M$69.5M+$4.2M2026-10-30
Turtle Creek Wealth Advisors, LLC
DECREASED90,343121,496-31,153-26%$90.5M$68.9M-$21.6M2026-10-15
Signaturefd, LLC
INCREASED89,50379,699+9,804+12%$59.5M$68.3M+$8.7M2026-10-23
Sapient Capital LLC
DECREASED88,78989,403-614-1%$66.9M$67.9M+$942.6K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED87,39687,230+166+0%$65.1M$66.7M+$1.5M2026-10-21
Cumberland Advisors Inc
INCREASED87,34383,393+3,950+5%$62.3M$66.6M+$4.3M2026-10-30
Perigon Wealth Management, LLC
DECREASED87,17990,727-3,548-4%$67.8M$66.5M-$1.3M2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED86,45284,867+1,585+2%$63.4M$65.9M+$2.6M2026-10-23
Thor Trading Advisors, LLC
DECREASED84,87193,471-8,600-9%$69.8M$64.7M-$5.1M2026-11-05
Chicago Partners Investment Group LLC
INCREASED84,54584,325+220+0%$62.2M$64.3M+$2.0M2026-10-27
Lifestyle Asset Management, Inc.
INCREASED83,89281,416+2,476+3%$60.8M$64.0M+$3.2M2026-10-20
4Thought Financial Group Inc.
DECREASED83,63184,481-850-1%$63.1M$63.8M+$691.4K2026-11-02
Sowell Financial Services LLC
DECREASED83,34586,438-3,093-4%$64.5M$63.6M-$987.7K2026-10-23
Dean, Jacobson Financial Services, LLC
DECREASED81,82982,128-2990%$61.3M$62.4M+$1.1M2026-10-29
Waldron Private Wealth LLC
DECREASED81,64482,041-3970%$61.3M$62.3M+$998.4K2026-11-02
Apella Capital, LLC
DECREASED81,59785,001-3,404-4%$63.6M$63.4M-$136.8K2026-10-08
AUA Capital Management, LLC
DECREASED81,48083,848-2,368-3%$62.6M$62.1M-$476.1K2026-10-15
Nicholas Hoffman & Company, Llc.
DECREASED81,25181,884-633-1%$61.1M$62.0M+$815.5K2026-10-30
Hengehold Capital Management LLC
INCREASED80,89778,058+2,839+4%$58.3M$61.7M+$3.4M2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED79,13079,13000%$59.1M$59.1M$02026-10-15
IFP Advisors, Inc
INCREASED78,03876,832+1,206+2%$57.4M$59.5M+$2.1M2026-10-16
Sigma Planning Corp
DECREASED76,69180,585-3,894-5%$60.2M$58.2M-$2.0M2026-10-23
Frank, Rimerman Advisors LLC
INCREASED75,43272,620+2,812+4%$54.2M$57.5M+$3.3M2026-10-16
Sjbenen Advisory, LLC
DECREASED75,17186,012-10,841-13%$64.2M$57.5M-$6.6M2026-10-19
Hobart Private Capital, LLC
INCREASED75,07674,119+957+1%$55.3M$57.3M+$1.9M2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED74,53373,906+627+1%$55.3M$57.0M+$1.7M2026-11-05
IPG Investment Advisors LLC
INCREASED74,30172,944+1,357+2%$54.5M$56.8M+$2.3M2026-10-30
Element Pointe Advisors, LLC
INCREASED72,87572,251+624+1%$54.0M$55.6M+$1.6M2026-10-21
First National Trust Co
DECREASED72,60578,989-6,384-8%$59.0M$55.4M-$3.6M2026-10-28
Golden State Wealth Management, LLC
INCREASED71,84171,388+453+1%$53.3M$54.8M+$1.5M2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED71,47371,47300%$53.4M$54.5M+$1.1M2026-10-30
Oppenheimer Asset Management Inc.
DECREASED71,14675,845-4,699-6%$56.6M$54.3M-$2.4M2026-10-27
Flagship Harbor Advisors, LLC
DECREASED70,90471,935-1,031-1%$53.7M$54.1M+$354.3K2026-10-26
Union Bancaire Privee, UBP SA
DECREASED70,74871,685-937-1%$54.5M$55.6M+$1.1M2026-11-04
Greenhouse Wealth Management, LLC
INCREASED70,43769,963+474+1%$52.2M$53.7M+$1.5M2026-10-20
Clear Harbor Asset Management, LLC
INCREASED70,04068,749+1,291+2%$51.3M$53.4M+$2.1M2026-11-05
Archon Partners LLC
UNCHANGED70,00070,00000%$52.3M$53.4M+$1.1M2026-10-26
Financial Solutions Advisory Group, Inc.
DECREASED69,70671,068-1,362-2%$53.4M$53.2M-$216.6K2026-10-28
Performa Ltd (US), LLC
DECREASED69,51896,297-26,779-28%$71.9M$53.0M-$18.9M2026-11-05
McAlister, Sweet & Associates, Inc.
DECREASED68,29582,741-14,446-17%$61.8M$52.1M-$9.7M2026-10-07
Seven Bridges Advisors LLC
INCREASED68,20765,461+2,746+4%$48.9M$52.0M+$3.1M2026-10-07
Socha Financial Group, LLC
DECREASED67,55768,726-1,169-2%$51.3M$51.5M+$198.6K2026-11-03
Verger Capital Management LLC
INCREASED66,26466,221+43+0%$49.5M$50.5M+$1.1M2026-10-22
Wilkerson Advisory Group LLC
INCREASED66,20663,652+2,554+4%$47.5M$50.5M+$3.0M2026-10-20
FSA Wealth Partners, Inc.
DECREASED66,19966,632-433-1%$49.8M$50.5M+$726.6K2026-10-26
VestGen Advisors, LLC
DECREASED66,09174,123-8,032-11%$55.4M$50.4M-$4.9M2026-10-27
Midwest Professional Planners, Ltd.
DECREASED66,00872,460-6,452-9%$54.1M$50.3M-$3.8M2026-10-29
Belvedere Trading LLC
NEW65,919—+65,919——$50.3M—2026-11-05
Crestwood Advisors Group, LLC
DECREASED65,69667,367-1,671-2%$50.3M$50.1M-$205.7K2026-10-27
Washington Growth Strategies LLC
INCREASED65,66165,588+73+0%$49.0M$50.1M+$1.1M2026-10-19
71 West Capital Partners
DECREASED65,61969,822-4,203-6%$52.1M$50.0M-$2.1M2026-11-04
Fifth Third Securities, Inc.
DECREASED65,60369,443-3,840-6%$51.9M$50.0M-$1.8M2026-10-21
Apollon Wealth Management, LLC
INCREASED65,58461,712+3,872+6%$46.1M$50.0M+$3.9M2026-10-23
Thoma Capital Management LLC
DECREASED65,18465,874-690-1%$49.2M$49.7M+$518.8K2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED65,0862,325+62,761+2699%$1.7M$49.6M+$47.9M2026-10-28
MGO One Seven LLC
INCREASED64,42963,052+1,377+2%$47.1M$49.1M+$2.0M2026-10-28
North Star Investment Management Corp.
DECREASED64,03364,572-539-1%$48.2M$48.8M+$613.0K2026-10-27
Curtis Advisory Group, LLC
UNCHANGED63,35463,35400%$47.3M$48.3M+$1.0M2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED63,29735,688+27,609+77%$26.6M$48.4M+$21.7M2026-11-04
Atlatl Advisers LLC
INCREASED63,28959,131+4,158+7%$44.2M$48.3M+$4.1M2026-10-22
Washburn Capital Management, Inc.
INCREASED63,18861,938+1,250+2%$46.3M$48.2M+$1.9M2026-10-19
Tiller Private Wealth, Inc.
INCREASED63,04161,906+1,135+2%$46.2M$48.1M+$1.8M2026-10-26
Embree Financial Group
DECREASED62,68267,952-5,270-8%$50.7M$47.8M-$2.9M2026-10-22
Canandaigua National Bank & Trust Co
DECREASED62,23163,366-1,135-2%$47.3M$47.5M+$139.4K2026-10-07
Caldwell Trust Co
DECREASED61,91262,426-514-1%$46.6M$47.2M+$598.1K2026-10-30
Gateway Investment Advisers LLC
INCREASED61,51746,883+14,634+31%$35.0M$46.9M+$11.9M2026-10-13
Commonwealth Financial Services, LLC
DECREASED61,35994,048-32,689-35%$70.2M$46.8M-$23.4M2026-10-20
Brighton Jones LLC
DECREASED61,32961,823-494-1%$46.2M$46.8M+$603.8K2026-11-03
Inscription Capital, LLC
DECREASED61,30466,785-5,481-8%$49.9M$46.8M-$3.1M2026-11-02
Chesley Taft & Associates LLC
DECREASED60,64961,466-817-1%$45.9M$46.3M+$351.7K2026-10-13
Beacon Bank & Trust
DECREASED60,59662,762-2,166-3%$46.9M$46.2M-$656.5K2026-10-27
Kozak & Associates, Inc.
DECREASED60,48563,062-2,577-4%$47.0M$46.7M-$316.0K2026-10-29
First Nebraska Trust Co
DECREASED60,30062,666-2,366-4%$46.8M$46.0M-$810.8K2026-10-30
Guidance Capital, Inc
DECREASED60,26760,367-1000%$45.3M$45.3M+$8.1K2026-11-03
Valen Private Capital, LLC
NEW60,188—+60,188——$45.9M—2026-10-23
Wealth Advisory Solutions, LLC
DECREASED59,97260,067-950%$44.9M$45.7M+$879.8K2026-10-20
Hapanowicz & Associates Financial Services, Inc
INCREASED59,87459,158+716+1%$44.2M$45.7M+$1.5M2026-10-29
Kopp Family Office, LLC
INCREASED59,52630,163+29,363+97%$22.5M$22.8M+$235.9K2026-10-21
TSG Advice Partners, LLC
NEW59,044—+59,044——$44.1M—2026-10-29
Financial Partners Group, Inc
DECREASED58,93559,760-825-1%$44.6M$44.9M+$318.0K2026-10-19
Encompass More Asset Management
INCREASED58,6062,558+56,048+2191%$1.9M$44.7M+$42.8M2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED58,58861,350-2,762-4%$45.8M$44.7M-$1.1M2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED58,47774,317-15,840-21%$46.6M$44.6M-$2.0M2026-11-03
Mechanics Bank Trust Department
DECREASED58,19459,249-1,055-2%$44.2M$44.4M+$135.1K2026-10-13
Associated Banc-Corp
DECREASED58,11958,953-834-1%$44.0M$44.3M+$299.0K2026-10-30
Gryphon Financial Partners LLC
DECREASED58,05762,923-4,866-8%$47.0M$44.3M-$2.7M2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED58,03571,366-13,331-19%$53.4M$44.4M-$9.1M2026-10-16
AlphaCore Capital LLC
INCREASED58,00326,840+31,163+116%$20.0M$44.2M+$24.2M2026-11-04
Aspiriant, LLC
DECREASED57,70858,166-458-1%$43.4M$44.0M+$572.6K2026-10-16
Wedbush Securities Inc
DECREASED57,33057,341-110%$42.8M$43.7K-$42.8M2026-10-22
Americana Partners, LLC
INCREASED57,30655,689+1,617+3%$41.6M$43.7M+$2.1M2026-10-28
Evansbrook LLC
INCREASED56,96356,390+573+1%$42.1M$43.4M+$1.3M2026-10-16
iA Global Asset Management Inc.
INCREASED56,84939,766+17,083+43%$29.7M$43.4K-$29.7M2026-10-29
Principal Financial Group Inc
DECREASED56,60458,258-1,654-3%$43.5M$43.2M-$337.4K2026-11-02
Adirondack Trust Co
DECREASED56,32056,383-630%$42.1M$43.0M+$846.2K2026-10-14
Seven Post Investment Office LP
DECREASED56,31069,908-13,598-19%$52.2M$42.9M-$9.3M2026-10-26
Mission Wealth Management, LP
DECREASED56,29172,160-15,869-22%$53.9M$42.9M-$11.0M2026-10-15
Trinity Financial Advisors LLC
DECREASED56,10358,809-2,706-5%$44.0M$42.9M-$1.1M2026-10-09
Summa Corp.
INCREASED55,92910,966+44,963+410%$8.2M$42.7M+$34.5M2026-10-30
Mine & Arao Wealth Creation & Management, Llc.
DECREASED55,73255,886-1540%$41.7M$42.5M+$769.8K2026-10-29
Spire Wealth Management
DECREASED55,20459,066-3,862-7%$44.1M$42.1M-$2.0M2026-10-30
Verdence Capital Advisors LLC
INCREASED55,10753,636+1,471+3%$40.1M$42.0M+$2.0M2026-10-26
Curated Wealth Partners LLC
INCREASED54,76352,711+2,052+4%$39.4M$41.8M+$2.4M2026-10-15
Anchor Capital Management Group Inc
DECREASED53,50057,000-3,500-6%$42.6M$40.8M-$1.8M2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED53,44254,001-559-1%$40.3M$40.8M+$429.7K2026-10-28
GFS Advisors, LLC
INCREASED53,23148,252+4,979+10%$122.8K$40.6M+$40.5M2026-11-03
Parallel Advisors, LLC
INCREASED52,97549,454+3,521+7%$36.9M$40.4M+$3.5M2026-11-03
StoneX Group Inc.
INCREASED51,89951,523+376+1%$38.6M$39.5M+$879.6K2026-11-03
Barings LLC
DECREASED51,83863,642-11,804-19%$47.5M$39.5M-$8.0M2026-10-22
Cullinan Associates Inc
INCREASED51,81751,583+234+0%$38.5M$39.5M+$996.6K2026-11-03
Ironsides Asset Advisors, LLC
INCREASED51,80051,744+56+0%$38.6M$39.5M+$863.5K2026-10-20
HMS Capital Management, LLC
DECREASED51,50652,350-844-2%$39.1M$39.3M+$187.0K2026-10-20
Diversified Management Inc
DECREASED51,43551,464-290%$38.4M$39.2M+$793.9K2026-10-08
Taylor & Morgan Wealth Management, LLC
INCREASED51,32349,347+1,976+4%$36.9M$39.1M+$2.3M2026-10-09
Calamos Wealth Management LLC
DECREASED50,67151,830-1,159-2%$38.7M$38.6M-$62.2K2026-11-02
Evermay Wealth Management LLC
DECREASED50,39551,102-707-1%$38.3M$38.5M+$269.4K2026-11-05
Capital Investment Advisors, LLC
DECREASED50,08550,330-2450%$37.6M$38.2M+$610.7K2026-10-22
LFA - Lugano Financial Advisors SA
DECREASED49,97051,717-1,747-3%$37.5M$38.1M+$558.8K2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED49,54652,498-2,952-6%$39.2M$37.8M-$1.4M2026-10-16
Clarity Wealth Advisors, LLC
DECREASED49,53951,157-1,618-3%$38.2M$37.8M-$422.6K2026-10-21
Roth Financial Partners LLC
DECREASED49,16450,211-1,047-2%$37.5M$37.5M+$25.0K2026-10-06
CoreCap Advisors, LLC
INCREASED48,81143,860+4,951+11%$32.8M$37.2M+$4.5M2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
DECREASED48,76850,046-1,278-3%$37.4M$37.2M-$181.2K2026-10-23
Avior Wealth Management, LLC
INCREASED48,71747,080+1,637+3%$35.2M$37.2M+$2.0M2026-10-13
Titleist Asset Management, LLC
INCREASED48,50745,232+3,275+7%$33.8M$37.0M+$3.2M2026-10-08
Provenance Wealth Advisors, LLC
INCREASED48,43538,840+9,595+25%$29.0M$36.9M+$7.9M2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED48,04542,025+6,020+14%$31.4M$36.6M+$5.3M2026-11-04
Legacy Advisors, LLC
INCREASED48,01342,276+5,737+14%$31.6M$36.6M+$5.0M2026-10-19
Birinyi Associates Inc
DECREASED47,89649,346-1,450-3%$36.9M$36.5K-$36.8M2026-10-28
Evergreen Capital Management LLC
DECREASED47,85549,444-1,589-3%$37.0M$36.6M-$428.7K2026-10-23
Crescent Grove Advisors, LLC
DECREASED47,58848,022-434-1%$36.0M$36.4M+$429.9K2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED47,51341,279+6,234+15%$30.8M$36.2M+$5.4M2026-10-14
Tsfg, LLC
INCREASED47,42819,505+27,923+143%$14.6M$36.2K-$14.5M2026-10-23
Diversified Portfolios, Inc.
INCREASED47,25140,864+6,387+16%$30.5M$36.0M+$5.5M2026-11-04
Aspect Partners, LLC
DECREASED47,05560,051-12,996-22%$44.8M$35.9M-$9.0M2026-10-20
Montz Harcus Wealth Management LLC
DECREASED46,66647,755-1,089-2%$35.7M$35.6M-$73.4K2026-10-09
Zega Investments, LLC
DECREASED46,48664,796-18,310-28%$48.4M$35.5M-$12.9M2026-11-04
Cresta Advisors, Ltd.
DECREASED45,85656,726-10,870-19%$42.4M$35.0M-$7.4M2026-10-14
Moody National Bank Trust Division
INCREASED45,80445,579+225+0%$34.0M$34.9M+$894.5K2026-10-06
BLB&B Advisors, LLC
INCREASED45,77043,225+2,545+6%$32.3M$34.9M+$2.6M2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED45,38533,701+11,684+35%$25.0M$34.6M+$9.6M2026-10-13
Granite FO LLC
INCREASED45,21545,168+47+0%$33.7M$34.5M+$752.2K2026-10-14
Lanark Financial, Inc.
DECREASED45,08645,575-489-1%$34.0M$34.4M+$349.8K2026-10-26
Amarillo National Bank
DECREASED44,98945,009-200%$33.6M$34.3M+$698.6K2026-10-23
Accurate Wealth Management, LLC
INCREASED44,97340,277+4,696+12%$30.4M$35.0M+$4.6M2026-10-20
Axxcess Wealth Management, LLC
DECREASED44,80861,460-16,652-27%$45.9M$34.2M-$11.7M2026-10-21
Signal Advisors Wealth, LLC
DECREASED44,77747,193-2,416-5%$35.2M$34.1M-$1.1M2026-10-13
Firestone Capital Management
DECREASED44,29544,551-256-1%$33.3M$33.8M+$511.3K2026-11-03
PKS Advisory Services, LLC
UNCHANGED44,12544,12500%$33.0M$33.0M$02026-10-26
Nations Financial Group Inc,
DECREASED43,96245,987-2,025-4%$34.3M$33.5M-$815.0K2026-11-05
King Luther Capital Management Corp
DECREASED43,79854,101-10,303-19%$40.4M$33.4M-$7.0M2026-11-05
First Business Financial Services, Inc.
UNCHANGED43,68443,68400%$32.6M$33.3M+$692.8K2026-10-29
Arthur M. Cohen & Associates, LLC
DECREASED43,57345,207-1,634-4%$33.8M$33.2M-$529.0K2026-10-26
MKT Advisors LLC
DECREASED43,55646,445-2,889-6%$34.7M$33.7M-$1.0M2026-10-20
Carnegie Investment Counsel
DECREASED43,50745,278-1,771-4%$33.8M$33.2M-$632.2K2026-10-20
Advisor Resource Council
DECREASED42,80977,643-34,834-45%$58.2M$33.2M-$25.0M2026-11-05
Navigation Wealth Management, Inc.
DECREASED42,58851,893-9,305-18%$38.8M$33.1M-$5.6M2026-11-03
Resonant Capital Advisors, LLC
INCREASED42,46942,366+103+0%$31.7M$32.5M+$750.7K2026-10-15
Harel Insurance Investments & Financial Services Ltd.
INCREASED42,37927,608+14,771+54%$20.7M$32.3K-$20.6M2026-11-02
Soltis Investment Advisors LLC
INCREASED42,30740,543+1,764+4%$30.3M$32.3M+$2.0M2026-10-28
Central Trust Co
INCREASED41,74939,675+2,074+5%$29.6M$31.8M+$2.2M2026-11-05
Three Bridge Wealth Advisors, LLC
INCREASED41,57041,472+98+0%$31.0M$31.8M+$732.0K2026-11-05
True North Advisors, LLC
DECREASED41,49441,616-1220%$31.1M$31.7M+$645.6K2026-10-22
Central Pacific Bank - Trust Division
DECREASED41,09641,559-463-1%$31.0M$31.3M+$306.0K2026-10-06
Indiana Trust & Investment Management Co
DECREASED41,09641,417-321-1%$30.9M$31.3M+$412.1K2026-10-22
Lebenthal Global Advisors, LLC
DECREASED40,94253,972-13,030-24%$40.3M$31.2M-$9.1M2026-10-28
First Heartland Consultants, Inc.
DECREASED40,89442,275-1,381-3%$31.6M$31.2M-$383.2K2026-10-08
Thompson Siegel & Walmsley LLC
DECREASED40,51040,693-1830%$30.4M$30.9K-$30.4M2026-11-05
Connecticut Wealth Management, LLC
DECREASED40,41341,513-1,100-3%$31.0M$30.8M-$180.7K2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED40,29740,633-336-1%$30.3M$30.8M+$413.2K2026-10-22
Salomon & Ludwin, LLC
DECREASED40,20040,540-340-1%$30.2M$30.7M+$424.6K2026-10-29
Childress Capital Advisors, LLC
INCREASED40,13839,641+497+1%$29.6M$30.6M+$1.0M2026-10-28
BigSur Wealth Management LLC
DECREASED40,08241,135-1,053-3%$30.8M$30.6M-$152.4K2026-10-13
Larson Financial Group LLC
INCREASED39,51138,561+950+2%$28.8M$30.1M+$1.3M2026-11-05
Banque de Luxembourg S.A.
UNCHANGED39,50239,50200%$29.5M$30.1M+$626.5K2026-10-14
LCM Capital Management Inc
DECREASED39,19739,645-448-1%$29.6M$29.9M+$287.0K2026-10-20
SAX Wealth Advisors, LLC
INCREASED39,18531,528+7,657+24%$20.5M$29.9M+$9.4M2026-10-13
Greenleaf Trust
DECREASED39,12142,398-3,277-8%$31.7M$29.8M-$1.8M2026-10-29
Ritholtz Wealth Management
DECREASED39,101176,908-137,807-78%$132.1M$29.8M-$102.3M2026-11-05
Guardian Wealth Advisors, LLC
DECREASED39,05740,018-961-2%$29.9M$30.1M+$176.5K2026-10-30
LifeSteps Financial, Inc.
DECREASED38,95140,973-2,022-5%$30.6M$29.7M-$892.2K2026-10-15
SFG Wealth Management, Llc.
DECREASED38,78941,163-2,374-6%$30.7M$29.6M-$1.2M2026-10-23
Avestar Capital, LLC
DECREASED38,48363,237-24,754-39%$47.2M$29.3M-$17.9M2026-10-28
Royal Fund Management, LLC
INCREASED38,41530,509+7,906+26%$22.8M$29.3M+$6.5M2026-10-22
KCM Investment Advisors LLC
INCREASED38,36437,737+627+2%$28.2M$29.3M+$1.1M2026-10-27
Tull Financial Group, Inc.
DECREASED38,30038,453-1530%$28.7M$29.2M+$493.7K2026-11-05
Albion Financial Group
UNCHANGED38,07738,07700%$28.4M$29.0M+$603.9K2026-10-21
Vavra Capital Management, LLC
DECREASED38,04945,365-7,316-16%$33.9M$29.0M-$4.9M2026-10-14
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED37,93137,93100%$28.3M$28.9M+$601.6K2026-10-29
Atlas Private Wealth Advisors
INCREASED37,90737,332+575+2%$27.9M$28.9M+$1.0M2026-10-23
Aafmaa Wealth Management & Trust LLC
INCREASED37,74919,784+17,965+91%$14.8M$28.7M+$13.9M2026-10-14
Palisade Asset Management, LLC
DECREASED37,70838,343-635-2%$28.6M$28.8M+$123.8K2026-11-03
Eagle Capital Management, LLC
DECREASED37,65538,138-483-1%$28.5K$28.7K+$2372026-10-19
Penobscot Investment Management Company, Inc.
INCREASED37,62636,755+871+2%$27.4M$28.7M+$1.2M2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED36,90941,365-4,456-11%$30.9M$28.1M-$2.7M2026-10-08
McHugh Group, LLC
INCREASED36,87236,527+345+1%$27.3M$28.1M+$843.2K2026-10-19
Focus Financial Network, Inc.
DECREASED36,86839,307-2,439-6%$29.4M$28.1M-$1.2M2026-10-14
Westco Advisory Services Inc
DECREASED36,85637,092-236-1%$27.7M$28.1M+$408.3K2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED36,78936,032+757+2%$26.9M$28.1M+$1.1M2026-11-05
Welch & Forbes LLC
DECREASED36,77843,500-6,722-15%$32.5M$28.0M-$4.4M2026-11-04
Rational Advisors, Inc.
INCREASED36,52925,677+10,852+42%$19.2M$27.9M+$8.7M2026-11-02
Sovran Advisors, LLC
INCREASED36,46032,419+4,041+12%$24.0M$28.1M+$4.0M2026-11-02
E&G Advisors, LLC
INCREASED36,38635,521+865+2%$26.5M$27.7M+$1.2M2026-10-13
Spectrum Strategic Capital Management, LLC
INCREASED36,37133,515+2,856+9%$25.0M$27.7M+$2.7M2026-10-22
Benchmark Financial Wealth Advisors, LLC
DECREASED36,28336,538-255-1%$27.3M$27.7M+$384.8K2026-10-20
Vaquero Private Wealth, LTD
INCREASED35,79935,794+5+0%$26.7M$27.3M+$571.9K2026-10-27
HUB Investment Partners, LLC
DECREASED35,34039,295-3,955-10%$29.3M$27.0M-$2.4M2026-11-03
Lavelle Capital LP
DECREASED35,29835,407-1090%$26.4M$26.9M+$478.4K2026-11-03
Daymark Wealth Partners, LLC
INCREASED35,01834,994+24+0%$26.1M$26.7M+$573.5K2026-11-04
International Assets Investment Management, LLC
INCREASED35,00133,872+1,129+3%$25.3M$26.7M+$1.5M2026-11-02
Brickley Wealth Management
UNCHANGED34,86334,86300%$26.0M$26.6M+$552.9K2026-11-04
Mainsail Financial Group, LLC
DECREASED34,72135,003-282-1%$26.1M$26.5M+$340.1K2026-10-23
Armstrong Advisory Group, Inc
DECREASED34,70934,862-1530%$26.0M$26.5M+$436.2K2026-10-09
Koshinski Asset Management, Inc.
DECREASED34,54534,577-320%$25.8M$26.3M+$524.2K2026-10-29
Compass Financial Group, Inc. (Ohio)
INCREASED34,53932,711+1,828+6%$24.4M$26.3M+$1.9M2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED34,39833,412+986+3%$25.0M$26.2M+$1.3M2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED34,36836,007-1,639-5%$26.9M$26.2M-$678.9K2026-10-20
Strategic Wealth Investment Group, LLC
DECREASED34,25634,300-440%$25.6M$26.1M+$510.3K2026-10-29
Taylor Securities Services, Inc.
DECREASED34,21739,970-5,753-14%$29.8M$26.1M-$3.8M2026-10-20
Steinberganna Wealth Management
INCREASED34,19234,030+162+0%$25.4M$26.1M+$663.4K2026-10-23
Henshaw Capital LLC
UNCHANGED34,13534,13500%$25.5M$26.0M+$541.4K2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED33,99834,091-930%$25.5M$25.9M+$469.8K2026-11-02
Tctc Holdings, LLC
INCREASED33,94232,333+1,609+5%$24.1M$25.9M+$1.7M2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED33,89833,134+764+2%$24.9M$26.2M+$1.3M2026-10-13
Fort Washington Investment Advisors Inc
DECREASED33,89834,436-538-2%$25.7M$25.9M+$135.7K2026-10-15
Segment Wealth Management, LLC
DECREASED33,77233,912-1400%$25.3M$25.8M+$431.1K2026-10-26
Trust Co of Oklahoma
DECREASED33,57733,807-230-1%$25.2M$25.6M+$360.8K2026-10-15
Hummer Financial Advisory Services Inc
UNCHANGED33,56433,56400%$25.1M$25.7M+$531.8K2026-10-09
TKG Advisors, LLC
INCREASED33,48333,345+138+0%$24.9M$25.5M+$634.1K2026-11-02
Ellis Investment Partners, LLC
INCREASED33,47833,410+68+0%$24.9M$25.5M+$582.4K2026-10-21
Insight Advisors, LLC/ PA
DECREASED33,38233,607-225-1%$25.1M$25.5M+$360.8K2026-10-22
J. Safra Sarasin Holding AG
INCREASED33,34832,517+831+3%$21.9M$22.7M+$829.5K2026-10-26
Baron Financial Group, LLC
INCREASED33,32833,282+46+0%$24.9M$25.4M+$562.9K2026-10-09
ALM First Financial Advisors, LLC
INCREASED33,29323,473+9,820+42%$17.5M$25.4M+$7.9M2026-10-13
Landmark Wealth Management, Inc.
DECREASED33,28541,465-8,180-20%$31.0M$25.4M-$5.6M2026-11-04
Jacksonville Wealth Management, LLC
INCREASED33,19330,225+2,968+10%$22.6M$25.3M+$2.7M2026-10-30
Pilgrim Partners Asia Pte Ltd
DECREASED33,10034,600-1,500-4%$25.8M$25.2M-$595.2K2026-10-29
Halter Ferguson Financial Inc.
DECREASED33,07036,400-3,330-9%$27.2M$25.2M-$2.0M2026-10-21
Clarus Wealth Advisors
INCREASED32,92131,542+1,379+4%$23.5M$25.6M+$2.1M2026-10-13
GC Wealth Management RIA, LLC
DECREASED32,86438,398-5,534-14%$28.7M$25.1M-$3.6M2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED32,68232,200+482+2%$24.0M$24.9M+$878.2K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED32,60630,403+2,203+7%$22.7M$24.9M+$2.2M2026-11-04
Aspen Investment Management Inc
DECREASED32,39933,300-901-3%$24.9K$24.7K-$1592026-11-05
WealthBridge Capital Management, LLC
DECREASED32,31132,533-222-1%$24.3M$24.6M+$346.3K2026-10-16
Private Trust Co NA
INCREASED32,30732,206+101+0%$24.1M$24.6M+$587.8K2026-10-20
Davenport & Co LLC
INCREASED32,28830,703+1,585+5%$22.9M$24.6M+$1.7M2026-10-14
Thrive Wealth Management, LLC
DECREASED32,11432,564-450-1%$24.3M$24.5M+$173.5K2026-10-13
Yousif Capital Management, LLC
INCREASED32,00529,287+2,718+9%$21.9M$24.4M+$2.5M2026-10-22
AdvisorNet Financial, Inc
INCREASED31,79731,275+522+2%$23.4M$24.5M+$1.1M2026-10-15
Romano Brothers and Company
INCREASED31,76231,327+435+1%$23.4M$24.2M+$828.0K2026-10-22
Sagespring Wealth Partners, LLC
INCREASED31,75931,417+342+1%$23.5M$24.2M+$758.9K2026-10-22
Cordoba Advisory Partners LLC
INCREASED31,70730,274+1,433+5%$22.7M$24.2M+$1.5M2026-10-19
Quattro Financial Advisors LLC
DECREASED31,65731,759-1020%$23.7M$24.1M+$425.9K2026-10-15
Pinkerton Wealth, LLC
DECREASED31,57832,922-1,344-4%$21.4M$24.1M+$2.7M2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED31,28327,186+4,097+15%$20.3M$23.9M+$3.6M2026-10-13
Aaron Wealth Advisors LLC
DECREASED31,13131,147-160%$23.3M$23.7M+$481.8K2026-10-13
Delta Financial Advisors LLC
INCREASED31,03430,116+918+3%$22.5M$23.7M+$1.2M2026-10-27
Schear Investment Advisers, LLC
INCREASED30,8396,342+24,497+386%$4.7M$23.5M+$18.8M2026-10-14
Tempo Wealth, LLC
DECREASED30,83931,162-323-1%$23.3M$23.5M+$247.4K2026-10-14
Solstein Capital, LLC
UNCHANGED30,79830,79800%$23.0M$23.5M+$488.5K2026-11-02
True Freedom Investing, LLC
DECREASED30,68331,865-1,182-4%$20.7M$23.4M+$2.7M2026-10-29
Svrn Asset Management, LLC
UNCHANGED30,59630,59600%$22.8M$23.3M+$485.3K2026-11-02
Hibernia Wealth Partners, LLC
INCREASED30,47129,722+749+3%$22.2M$23.2M+$1.0M2026-10-29
Family Capital Management, Inc.
DECREASED30,42730,607-180-1%$22.9M$23.2M+$348.2K2026-11-03
Sincerus Advisory, LLC
DECREASED30,39930,511-1120%$22.8M$23.2M+$399.0K2026-10-09
Advisory Solutions Group, LLC
DECREASED30,39231,372-980-3%$23.4M$23.2M-$249.5K2026-10-14
Nilsine Partners, LLC
INCREASED30,32430,155+169+1%$22.5M$23.1M+$607.5K2026-11-02
CX Institutional
DECREASED30,14930,467-318-1%$22.8K$23.0K+$2402026-10-02
Sentinel Trust Co LBA
DECREASED30,11130,775-664-2%$23.0K$23.0K-$182026-11-03
West Branch Capital LLC
DECREASED30,03330,320-287-1%$22.6M$22.9M+$261.9K2026-10-20
Yelin Lapidot Holdings Management Ltd.
DECREASED30,02330,656-633-2%$22.9M$22.9M+$3.5K2026-10-26
Sepio Capital, LP
INCREASED29,96621,053+8,913+42%$15.7M$22.9M+$7.1M2026-10-22
Financial & Tax Architects, LLC
INCREASED29,83527,859+1,976+7%$20.8M$22.8M+$1.9M2026-10-15
Equitable Trust Co
INCREASED29,82129,798+23+0%$22.3M$22.7M+$490.1K2026-10-13
Plante Moran Financial Advisors, LLC
INCREASED29,66329,487+176+1%$22.0M$22.6M+$602.3K2026-11-04
Pettinga Financial Advisors LLC
DECREASED29,45031,658-2,208-7%$23.6M$22.5M-$1.2M2026-10-13
Chilton Capital Management LLC
DECREASED29,43930,664-1,225-4%$22.9M$22.5M-$447.6K2026-10-28
Clark Financial Services Group Inc
INCREASED29,40529,280+125+0%$21.9M$22.4M+$559.7K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED29,28727,482+1,805+7%$20.5M$22.3M+$1.8M2026-10-13
AFG Fiduciary Services Limited Partnership
DECREASED29,13429,741-607-2%$22.2M$22.7M+$516.1K2026-10-21
Magnolia Capital Management LTD
DECREASED29,12829,595-467-2%$22.1K$22.2K+$1132026-10-09
Salem Investment Counselors Inc
DECREASED29,12829,172-440%$21.8M$22.3M+$428.7K2026-10-13
Winthrop Advisory Group LLC
DECREASED29,10629,388-282-1%$22.0M$22.3M+$251.5K2026-10-22
Florida Trust Wealth Management Co
INCREASED29,04428,883+161+1%$21.6M$22.1M+$580.9K2026-11-05
Symphony Financial, Ltd. Co.
DECREASED29,04230,254-1,212-4%$22.5M$22.2M-$273.2K2026-10-22
YHB Investment Advisors, Inc.
DECREASED28,96629,237-271-1%$21.8M$22.1M+$257.6K2026-10-08
Mycio Wealth Partners, LLC
INCREASED28,86828,825+43+0%$21.5M$22.0M+$489.5K2026-11-04
Lodestar Private Asset Management LLC
DECREASED28,62828,732-1040%$21.5M$21.8M+$376.6K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED28,57728,653-760%$21.4M$21.8M+$396.3K2026-11-04
Procyon Advisors, LLC
INCREASED28,56023,765+4,795+20%$17.7M$21.8M+$4.0M2026-10-21
New England Private Wealth Advisors LLC
INCREASED28,41128,406+5+0%$21.0M$21.7M+$676.4K2026-10-19
Magnus Financial Group LLC
INCREASED28,28428,043+241+1%$20.9M$21.6M+$628.2K2026-10-21
Central Bank & Trust Co
INCREASED28,13627,915+221+1%$20.8M$21.5M+$611.3K2026-10-09
Compass Planning Associates Inc
INCREASED28,06327,721+342+1%$20.7M$21.4M+$700.6K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED28,05227,960+92+0%$20.9M$21.6M+$675.8K2026-10-21
Blueprint Investment Partners LLC
INCREASED27,92624,041+3,885+16%$18.0M$21.3M+$3.3M2026-10-28
Y.D. More Investments Ltd
DECREASED27,87335,982-8,109-23%$26.8M$21.2M-$5.6M2026-11-02
Smithbridge Asset Management Inc
INCREASED27,76027,588+172+1%$20.6M$21.2M+$568.8K2026-10-19
Strategic Blueprint, LLC
DECREASED27,73027,842-1120%$20.8M$21.1M+$356.0K2026-10-22
Wealth Architects, LLC
INCREASED27,71327,583+130+0%$20.6M$21.1M+$536.6K2026-11-03
Howland Capital Management LLC
DECREASED27,50827,769-261-1%$20.8M$21.0M+$240.4K2026-10-22
Ramiah Investment Group
DECREASED27,43029,347-1,917-7%$21.9M$20.9M-$996.5K2026-10-20
Oakworth Capital, Inc.
DECREASED27,38627,612-226-1%$20.6M$20.9M+$272.9K2026-10-26
G&S Capital LLC
INCREASED27,38426,940+444+2%$20.1M$20.9M+$765.9K2026-10-23
Trifecta Capital Advisors, LLC
DECREASED27,22828,056-828-3%$21.0M$20.8M-$186.3K2026-10-21
Integrity Alliance, Llc.
DECREASED27,13632,378-5,242-16%$24.2M$20.7M-$3.5M2026-10-29
Solidarity Wealth, LLC
DECREASED27,12128,087-966-3%$21.0M$20.7M-$291.2K2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED27,10226,380+722+3%$19.7M$20.7M+$969.6K2026-10-09
Founders Capital Management, LLC
DECREASED26,97927,016-370%$20.2M$20.6M+$400.5K2026-10-23
Patton Fund Management, Inc.
INCREASED26,92526,880+45+0%$20.1M$20.5M+$460.6K2026-10-13
Wesbanco Bank Inc
DECREASED26,91830,783-3,865-13%$23.0M$20.5M-$2.5M2026-11-04
Kapitalo Investimentos Ltda
DECREASED26,900201,260-174,360-87%$150.3M$20.5M-$129.8M2026-10-20
Aries Wealth Management
INCREASED26,88526,501+384+1%$19.8M$20.5M+$713.2K2026-10-23
Basso Capital Management, L.P.
INCREASED26,84326,424+419+2%$19.7M$20.5M+$738.9K2026-10-30
Compound Planning, Inc.
INCREASED26,73126,020+711+3%$19.4M$20.4M+$955.3K2026-11-05
First National Bank of Mount Dora, Trust Investment Services
DECREASED26,55032,482-5,932-18%$24.3M$20.2M-$4.0M2026-10-21
Arista Wealth Management, LLC
DECREASED26,43826,551-1130%$19.8M$20.2M+$334.9K2026-10-29
Assetmark, Inc
INCREASED26,43017,759+8,671+49%$13.3M$20.2M+$6.9M2026-10-21
ANB Bank
DECREASED26,39428,403-2,009-7%$21.2M$20.1M-$1.1M2026-10-09
Bell Bank
DECREASED26,11426,270-156-1%$19.6M$19.9M+$297.7K2026-10-21
Fire Capital Management LLC
INCREASED26,0484,682+21,366+456%$3.5M$19.9M+$16.4M2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED26,02225,360+662+3%$18.9M$19.8M+$907.3K2026-10-29
Biltmore Family Office, LLC
DECREASED25,55225,556-40%$19.1M$19.5M+$401.8K2026-11-03
Blue Trust, Inc.
INCREASED25,5358,951+16,584+185%$6.7M$19.5M+$12.8M2026-10-15
Hillman Co
INCREASED25,41212,439+12,973+104%$9.3M$19.4M+$10.1M2026-10-28
Certuity, LLC
INCREASED25,36123,492+1,869+8%$17.5M$19.3M+$1.8M2026-11-02
Moody Lynn Lieberson & Walker, LLC
INCREASED25,35820,427+4,931+24%$15.3M$19.3M+$4.1M2026-10-14
Brown, Lisle Ings, Inc.
INCREASED25,34825,267+81+0%$18.9M$19.3M+$462.5K2026-10-16
Kennicott Capital Management LLC
INCREASED25,29824,875+423+2%$18.6M$19.3M+$717.2K2026-10-16
Cacti Asset Management LLC
UNCHANGED25,29525,29500%$18.9M$19.3M+$440.9K2026-10-01
Unique Wealth, LLC
DECREASED25,27025,692-422-2%$19.2M$19.3M+$86.1K2026-10-16
Third View Private Wealth, LLC
INCREASED25,07923,886+1,193+5%$17.8M$19.1M+$1.3M2026-10-30
Capital Investment Advisory Services, LLC
INCREASED25,06324,372+691+3%$18.2M$19.1M+$938.9K2026-10-30
Rockland Trust Co
DECREASED25,00125,515-514-2%$19.1M$19.1M+$12.7K2026-10-05
Ryan Investment Management, Inc.
INCREASED24,87417,462+7,412+42%$13.0M$19.0M+$5.9M2026-10-20
OFS Enterprise LLC
DECREASED24,84125,457-616-2%$19.0M$18.9M-$66.0K2026-10-16
Aprio Wealth Management, LLC
DECREASED24,83531,713-6,878-22%$23.7M$18.9M-$4.7M2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED24,69522,814+1,881+8%$17.1M$18.9M+$1.8M2026-10-22
CWA Asset Management Group, LLC
INCREASED24,66723,170+1,497+6%$17.3M$18.8M+$1.5M2026-10-19
Opulen Financial Group LLC
INCREASED24,60423,752+852+4%$17.7M$18.8M+$1.0M2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED24,55724,402+155+1%$18.2M$18.7M+$505.3K2026-10-14
State of Alaska, Department of Revenue
INCREASED24,50414,564+9,940+68%$10.9M$18.7K-$10.9M2026-10-15
Gridiron Partners, LLC
UNCHANGED24,48424,48400%$18.3M$18.7M+$388.3K2026-10-08
Quadrant Capital Group LLC
DECREASED24,45848,420-23,962-49%$36.2M$19.0M-$17.1M2026-10-20
Global Financial Private Client, LLC
INCREASED24,41024,304+106+0%$18.1M$18.6M+$466.3K2026-10-15
Bison Wealth, LLC
INCREASED24,36323,906+457+2%$18.0M$19.0M+$996.4K2026-10-13
Yanni & Associates Investment Advisors, LLC
DECREASED24,31724,708-391-2%$18.5M$18.5M+$93.7K2026-10-14
Churchill Financial Advisors, LLC
DECREASED23,99625,012-1,016-4%$18.7M$18.3M-$378.1K2026-10-20
Fiduciary Alliance LLC
DECREASED23,93625,244-1,308-5%$18.9M$18.3M-$597.2K2026-10-13
Bensler, LLC
INCREASED23,85822,765+1,093+5%$17.0M$18.2M+$1.2M2026-11-05
Nadler Financial Group, Inc.
DECREASED23,76224,737-975-4%$18.5M$18.1M-$351.2K2026-10-23
Wedmont Private Capital
INCREASED23,76123,305+456+2%$17.6M$18.4M+$795.1K2026-10-09
Foguth Wealth Management, Llc.
INCREASED23,72023,195+525+2%$17.2M$18.1M+$891.5K2026-10-19
Trek Financial, LLC
INCREASED23,70421,310+2,394+11%$15.9M$18.1M+$2.2M2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED23,43923,929-490-2%$17.9M$17.9M+$5.6K2026-11-05
Ascentis Independent Advisors
NEW23,398—+23,398——$17.8M—2026-11-03
Accredited Investors Inc.
DECREASED23,34223,357-150%$17.4M$17.8M+$359.1K2026-11-03
Parkside Financial Bank & Trust
DECREASED23,32924,278-949-4%$18.1M$17.8M-$338.2K2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED23,30423,364-600%$17.4M$17.8M+$324.4K2026-10-05
Paladin Partners, LLC
INCREASED23,16523,064+101+0%$17.2M$17.7M+$442.8K2026-10-06
Aspire Private Capital, LLC
DECREASED23,14933,010-9,861-30%$24.7M$17.7M-$7.0M2026-11-05
SBI Securities Co., Ltd.
INCREASED23,06420,770+2,294+11%$15.5M$17.6M+$2.1M2026-10-22
Flagship Wealth Advisors, LLC
DECREASED23,05023,394-344-1%$17.5M$17.6M+$109.1K2026-11-03
West Paces Advisors Inc.
DECREASED23,00423,098-940%$17.2M$17.5M+$294.7K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED22,83225,530-2,698-11%$19.1M$17.4M-$1.7M2026-10-13
Pathway Financial Advisors LLC
DECREASED22,70022,771-710%$17.0M$17.3M+$352.6K2026-10-07
Wealth Enhancement Trust Services, Inc.
DECREASED22,69527,480-4,785-17%$20.5M$17.3M-$3.2M2026-10-07
Grove Bank & Trust
DECREASED22,69522,763-680%$17.0M$17.3M+$309.2K2026-10-08
Hopwood Financial Services, Inc.
DECREASED22,68322,788-1050%$17.0M$17.3M+$280.9K2026-10-29
Moneco Advisors, LLC
INCREASED22,60622,283+323+1%$16.6M$17.2M+$599.6K2026-11-05
Neumann Capital Management, LLC
NEW22,330—+22,330——$17.0M—2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED22,32922,490-161-1%$16.8M$17.0M+$233.9K2026-11-03
Simplicity Wealth,LLC
INCREASED22,21620,058+2,158+11%$14.2M$16.6M+$2.4M2026-10-23
Mather Group, Llc.
INCREASED22,19419,880+2,314+12%$14.8M$16.9M+$2.1M2026-10-14
BOS Asset Management, LLC
INCREASED22,15921,691+468+2%$16.2M$16.9M+$701.1K2026-10-09
BlueChip Wealth Advisors LLC
INCREASED22,12021,365+755+4%$16.0M$16.9M+$918.0K2026-11-03
Morton Brown Family Wealth, LLC
DECREASED22,06422,163-990%$16.6M$16.8M+$276.3K2026-10-23
Hickory Point Bank & Trust
DECREASED21,80422,101-297-1%$16.5M$16.6M+$124.0K2026-10-01
Allen Mooney & Barnes Investment Advisors LLC
INCREASED21,79321,777+16+0%$16.3M$16.6M+$357.4K2026-10-08
CRA Financial Services, LLC
DECREASED21,78121,874-930%$16.3M$16.6M+$276.0K2026-10-16
Obermeyer Wealth Partners
INCREASED21,77921,101+678+3%$15.8M$16.6M+$852.0K2026-10-21
Johnson Financial Group, LLC
DECREASED21,69421,757-630%$16.2M$16.5M+$297.2K2026-11-03
Advisortrust Partners, LLC
INCREASED21,66621,304+362+2%$15.9M$16.5M+$614.1K2026-11-02
Fluent Financial, LLC
DECREASED21,63654,729-33,093-60%$40.9M$16.5M-$24.4M2026-10-13
James T. Borello RIA
INCREASED21,59021,542+48+0%$16.1M$16.5M+$377.9K2026-10-16
LexAurum Advisors, LLC
INCREASED21,51212,662+8,850+70%$9.5M$16.4M+$6.9M2026-10-19
Kellett Wealth Advisors, LLC
DECREASED21,39351,514-30,121-58%$38.5M$16.3M-$22.2M2026-10-15
Stordahl Capital Management, Inc.
DECREASED21,39221,670-278-1%$16.2M$16.3M+$131.7K2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED21,34821,072+276+1%$15.7M$16.3M+$544.6K2026-10-29
Laurel Wealth Advisors LLC
DECREASED21,31222,864-1,552-7%$17.1M$16.3M-$820.8K2026-10-27
SimpliFi, Inc.
DECREASED21,15921,215-560%$15.8M$16.1M+$293.7K2026-10-28
Patriot Investment Management Group, Inc.
UNCHANGED21,15121,15100%$15.8M$16.1M+$335.6K2026-10-15
Chicago Capital, LLC
INCREASED21,13321,130+3+0%$15.8M$16.1M+$337.5K2026-10-13
AGF Management LTD
DECREASED21,11121,261-150-1%$15.9M$16.1M+$222.8K2026-11-03
Harbour Trust & Investment Management Co
DECREASED21,06421,320-256-1%$15.9M$16.1M+$142.9K2026-10-28
Claro Advisors Inc.
DECREASED21,01721,062-450%$15.7M$16.0M+$299.4K2026-11-02
Evanson Financial, LLC
DECREASED20,98021,122-142-1%$15.8M$16.0M+$226.6K2026-10-23
Patten & Patten Inc
DECREASED20,92421,138-214-1%$15.8M$16.0M+$172.1K2026-10-26
Flagship Private Wealth, LLC
DECREASED20,91523,725-2,810-12%$17.7M$16.0M-$1.8M2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED20,85618,748+2,108+11%$5.0M$5.1M+$69.5K2026-10-21
Blueprint Financial Advisors LLC
DECREASED20,76422,129-1,365-6%$16.5M$15.8M-$690.0K2026-10-28
AGH Wealth Advisors, LLC
DECREASED20,71821,937-1,219-6%$16.4M$15.8M-$580.5K2026-10-26
First Citizens Bank & Trust Co
INCREASED20,71618,299+2,417+13%$13.7M$15.8M+$2.1M2026-10-14
JFS Wealth Advisors, LLC
INCREASED20,61420,373+241+1%$15.2M$15.7M+$506.8K2026-11-03
Trust Point Inc.
INCREASED20,40220,118+284+1%$15.0M$15.6M+$535.7K2026-10-27
Park Capital Management, LLC / WI
DECREASED20,31221,300-988-5%$15.9M$15.5M-$415.6K2026-10-13
Morangie Management LLC
INCREASED20,17720,120+57+0%$15.1M$15.4M+$362.2K2026-10-15
Essential Planning, Llc.
INCREASED20,12715,515+4,612+30%$11.6M$15.4M+$3.8M2026-10-21
Berman McAleer LLC
UNCHANGED19,98619,98600%$14.9M$15.2M+$317.0K2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED19,82319,82300%$14.8M$15.1M+$307.0K2026-10-20
Financial Guidance Group, Inc.
DECREASED19,69119,941-250-1%$14.9M$15.0M+$125.2K2026-10-21
Lyell Wealth Management, LP
INCREASED19,62818,915+713+4%$14.1M$15.0M+$843.5K2026-10-30
Northside Capital Management, LLC
INCREASED19,31419,282+32+0%$14.4M$14.7M+$330.4K2026-10-13
Eagle Strategies LLC
INCREASED19,21118,883+328+2%$14.1M$14.7M+$549.2K2026-10-16
Clear Wave Wealth Management LLC
DECREASED19,18319,950-767-4%$14.9M$14.6M-$268.7K2026-11-04
Appleton Partners Inc
DECREASED19,13419,653-519-3%$14.7M$14.6K-$14.7M2026-10-30
Quadcap Wealth Management, LLC
DECREASED19,11519,399-284-1%$14.5M$14.6M+$92.1K2026-11-02
Bricktown Capital, LLC
UNCHANGED19,10019,10000%$14.3M$14.6M+$302.9K2026-10-13
Grandview Asset Management LLC
DECREASED19,09621,052-1,956-9%$15.7M$14.6M-$1.2M2026-10-19
Phillips Financial Management, LLC
INCREASED19,05813,220+5,838+44%$9.9M$14.5M+$4.7M2026-10-19
Ullmann Wealth Partners Group, LLC
DECREASED19,04019,212-172-1%$14.3M$14.5M+$173.5K2026-11-02
TrueWealth Advisors, LLC
DECREASED18,91734,396-15,479-45%$25.7M$14.4M-$11.3M2026-10-09
MidAtlantic Capital Management, Inc.
DECREASED18,87218,896-240%$14.1M$14.4M+$281.4K2026-11-05
B&D White Capital Company, LLC
DECREASED18,86118,946-850%$14.1M$14.4M+$235.7K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED18,85620,827-1,971-9%$15.6M$14.4M-$1.2M2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED18,83918,782+57+0%$14.0M$14.4M+$341.2K2026-10-29
AMI Investment Management Inc
DECREASED18,75220,153-1,401-7%$15.0M$14.3M-$748.8K2026-10-27
Lynch Investment Planning, LLC
INCREASED18,70618,066+640+4%$13.5M$14.3M+$774.6K2026-10-27
Sage Mountain Advisors LLC
DECREASED18,65918,667-80%$13.9M$14.2M+$289.7K2026-11-02
RFG Advisory, LLC
INCREASED18,63616,727+1,909+11%$12.5M$14.2M+$1.7M2026-11-03
First International Bank of Israel Ltd.
INCREASED18,63117,542+1,089+6%$13.1M$14.2M+$1.1M2026-11-04
Coastline Trust Co
DECREASED18,62223,883-5,261-22%$17.8M$14.2M-$3.6M2026-10-01
North Dakota State Investment Board
NEW18,562—+18,562——$14.2M—2026-10-27
CDM Financial Counseling Services, Inc.
DECREASED18,53418,592-580%$13.9M$14.1M+$249.5K2026-10-15
Vista Investment Partners LLC
INCREASED18,50718,486+21+0%$13.8M$14.1M+$309.2K2026-10-08
Paragon Private Wealth Management, LLC
INCREASED18,50515,749+2,756+18%$11.8M$14.1M+$2.4M2026-10-20
Montecito Bank & Trust
DECREASED18,45019,054-604-3%$14.2M$14.1M-$158.4K2026-10-01
Compass Ion Advisors, LLC
DECREASED18,32318,557-234-1%$13.9M$14.0M+$115.7K2026-10-23
Perennial Advisors, LLC
INCREASED18,32218,072+250+1%$13.5M$14.0M+$476.8K2026-10-13
Factor Wealth Management LTD
DECREASED18,30918,920-611-3%$14.1M$14.0M-$165.9K2026-10-08
Endeavor Private Wealth, Inc.
INCREASED18,28917,493+796+5%$13.1M$13.9M+$853.5K2026-11-05
TCP Asset Management, LLC
DECREASED18,28618,389-103-1%$13.7M$14.1M+$341.2K2026-10-14
Stone Wealth Partners
INCREASED18,2749,790+8,484+87%$7.3M$14.0M+$6.6M2026-11-05
Cypress Capital Group
DECREASED18,26921,513-3,244-15%$16.1M$13.9M-$2.1M2026-11-03
Bigelow Investment Advisors, LLC
INCREASED18,21518,132+83+0%$13.5M$13.9M+$351.2K2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED18,20818,149+59+0%$13.6M$13.9M+$332.8K2026-10-08
South Shore Capital Advisors
INCREASED18,15917,989+170+1%$13.4M$13.8M+$414.9K2026-10-20
Anchyra Partners LLC
INCREASED18,0724,548+13,524+297%$3.4M$13.8M+$10.4M2026-10-13
Virtue Capital Management, LLC
DECREASED18,03965,000-46,961-72%$48.7M$13.8M-$34.9M2026-10-29
Lee, Kelleher & Klein Wealth Management
DECREASED18,02118,095-740%$13.5M$13.7M+$230.6K2026-10-08
New Wave Wealth Advisors LLC
INCREASED17,98612,938+5,048+39%$9.7M$14.0M+$4.3M2026-10-19
Wealth Dimensions Group, Ltd.
DECREASED17,98018,037-570%$13.5M$13.7M+$242.8K2026-11-02
LMG Wealth Partners, LLC
INCREASED17,94917,924+25+0%$13.4M$13.7M+$302.6K2026-11-05
Vigilare Wealth Management
INCREASED17,8654,764+13,101+275%$3.6M$13.6M+$10.1M2026-10-29
Chatham Capital Group, Inc.
DECREASED17,83224,310-6,478-27%$18.2M$13.6M-$4.6M2026-10-16
Paulson Wealth Management Inc.
DECREASED17,81518,155-340-2%$13.6M$13.6M+$28.1K2026-11-02
Canopy Partners, LLC
DECREASED17,78017,781-10%$13.3M$13.6M+$281.2K2026-10-28
Voisard Asset Management Group, Inc.
DECREASED17,75217,892-140-1%$13.4M$13.5M+$176.8K2026-10-13
PFG Advisors
INCREASED17,74817,043+705+4%$12.7M$13.5M+$807.6K2026-10-16
SpringVest Wealth Management LLC
INCREASED17,72217,279+443+3%$12.9M$13.5M+$611.7K2026-10-27
Sage Capital Advisors,llc
INCREASED17,68517,682+3+0%$13.2M$13.5M+$282.6K2026-10-13
Plancorp, LLC
INCREASED17,59616,287+1,309+8%$12.2M$13.3M+$1.1M2026-11-03
Courier Capital LLC
DECREASED17,59018,337-747-4%$13.7M$13.4M-$278.8K2026-10-19
RMR Wealth Builders
DECREASED17,53917,544-50%$13.1M$13.4M+$274.7K2026-10-22
Verity Asset Management, Inc.
DECREASED17,53817,596-580%$13.1M$13.4M+$234.4K2026-10-30
LVM Capital Management LTD
INCREASED17,47417,432+42+0%$13.0K$13.3M+$13.3M2026-10-20
Principle Wealth Partners LLC
DECREASED17,45818,688-1,230-7%$14.0M$13.3M-$641.3K2026-11-02
Cypress Wealth Services, LLC
DECREASED17,44317,649-206-1%$13.2M$13.6M+$410.0K2026-10-21
Northstar Asset Management Co
DECREASED17,43817,718-280-2%$13.1M$13.5M+$388.8K2026-10-22
Oxler Private Wealth LLC
DECREASED17,35317,693-340-2%$13.2M$13.2M+$20.9K2026-10-21
Global Trust Wealth Management LLC
DECREASED17,33518,340-1,005-5%$13.7M$13.2M-$475.7K2026-10-14
Raleigh Capital Management Inc.
DECREASED17,30821,983-4,675-21%$16.4M$13.2M-$3.2M2026-10-28
Roman Butler Fullerton & Co
INCREASED17,27714,310+2,967+21%$10.7M$13.2M+$2.5M2026-10-27
Nixon Peabody Trust Co
DECREASED17,20117,403-202-1%$13.0M$13.1M+$122.0K2026-10-23
CFM Wealth Partners LLC
DECREASED17,13517,217-820%$12.9M$13.1M+$210.5K2026-11-05
Hillcrest Wealth Advisors - NY, LLC
DECREASED17,10017,458-358-2%$13.0M$13.0M+$3.9K2026-10-22
Yacktman Asset Management LP
INCREASED17,0353,558+13,477+379%$2.7M$13.0M+$10.3M2026-11-02
Union Savings Bank
DECREASED16,99117,504-513-3%$13.1M$13.0M-$113.6K2026-10-14
Peddock Capital Advisors, LLC
INCREASED16,98516,956+29+0%$12.7M$13.0M+$291.7K2026-10-16
International Private Wealth Advisors LLC
INCREASED16,98115,488+1,493+10%$11.6M$13.0M+$1.4M2026-11-05
Howard Financial Services, Ltd.
INCREASED16,97716,953+24+0%$12.7M$12.9M+$287.6K2026-10-15
Stackstone Wealth, LLC
NEW16,960—+16,960——$12.9M—2026-10-19
CMG Global Holdings, LLC
INCREASED16,89415,854+1,040+7%$11.8M$12.9M+$1.0M2026-10-14
Codex Capital Asset Management L.L.C.
UNCHANGED16,87016,87000%$12.6M$12.9M+$272.1K2026-10-30
KG Capital Management
DECREASED16,85017,075-225-1%$12.8M$12.9M+$98.9K2026-10-15
Wernau Asset Management Inc.
DECREASED16,82316,859-360%$12.6M$12.8M+$239.9K2026-10-19
Triad Wealth Partners, LLC
INCREASED16,79312,909+3,884+30%$9.8M$12.8M+$3.0M2026-10-26
First Merchants Corp
DECREASED16,77117,007-236-1%$12.7M$12.8M+$89.8K2026-10-15
Weil Company, Inc.
DECREASED16,76417,246-482-3%$12.9M$12.8M-$93.4K2026-10-14
TCI Wealth Advisors, Inc.
INCREASED16,70815,297+1,411+9%$11.4M$12.7M+$1.3M2026-10-30
Legacy Wealth Partners, LLC
INCREASED16,60612,085+4,521+37%$9.0M$12.7M+$3.6M2026-10-15
Orange Investment Advisors, Inc.
DECREASED16,57717,847-1,270-7%$13.3M$12.6M-$685.5K2026-10-23
Praxis Capital Management LLC
DECREASED16,45053,910-37,460-69%$40.3M$12.5M-$27.7M2026-10-16
Balboa Wealth Partners
DECREASED16,40316,875-472-3%$12.6M$12.5M-$92.1K2026-10-20
Godsey & Gibb, Inc
DECREASED16,33916,410-710%$12.3M$12.5M+$206.2K2026-10-14
Lewis Asset Management, LLC
DECREASED16,32816,610-282-2%$12.4M$12.5M+$79.5K2026-10-14
Northern Financial Advisors Inc
DECREASED16,30317,225-922-5%$12.9M$12.4M-$430.7K2026-10-29
Midwest Financial Network, LLC
DECREASED16,29717,432-1,135-7%$13.0M$12.4M-$589.3K2026-10-13
Darrow Company, Inc.
INCREASED16,28515,830+455+3%$11.8M$12.4M+$598.8K2026-10-22
Verus Capital Partners, LLC
DECREASED16,22919,902-3,673-18%$14.9M$12.4M-$2.5M2026-11-03
Virtus Wealth Solutions LLC
INCREASED16,11215,691+421+3%$11.7M$12.3M+$569.4K2026-11-03
Destiny Wealth Partners, LLC
INCREASED16,1026,554+9,548+146%$4.9M$12.1M+$7.2M2026-11-05
Garde Capital, Inc.
DECREASED16,08918,695-2,606-14%$14.0M$12.3M-$1.7M2026-10-29
Financial Management Professionals, Inc.
DECREASED16,05128,168-12,117-43%$21.1M$12.3M-$8.8M2026-10-23
J.Safra Asset Management Corp
DECREASED16,03519,628-3,593-18%$14.7M$12.2M-$2.4M2026-11-03
AlphaStar Capital Management, LLC
INCREASED15,99313,528+2,465+18%$10.1M$12.2M+$2.1M2026-10-16
Ayrshire Capital Management LLC
INCREASED15,98814,938+1,050+7%$11.2M$12.2M+$1.0M2026-10-20
Pittenger & Anderson Inc
DECREASED15,85616,663-807-5%$12.4M$12.1M-$351.2K2026-11-02
Norden Group LLC
DECREASED15,85316,222-369-2%$12.1M$12.1M-$24.5K2026-10-20
Greenwood Gearhart LLC
DECREASED15,85215,888-360%$11.9M$12.1M+$224.2K2026-11-02
Next Level Private LLC
INCREASED15,72015,705+15+0%$11.7M$12.0M+$260.5K2026-10-20
CGN Advisors LLC
DECREASED15,56615,781-215-1%$11.8M$11.9M+$86.0K2026-10-21
Iams Wealth Management, LLC
INCREASED15,55715,461+96+1%$11.5M$11.9M+$319.4K2026-10-15
Forum Financial Management, LP
INCREASED15,53115,382+149+1%$11.5M$11.8M+$357.7K2026-10-16
Keystone Wealth Services, LLC
DECREASED15,48715,615-128-1%$11.7M$11.8M+$174.4K2026-11-03
Global Trust Asset Management, LLC
INCREASED15,44015,032+408+3%$11.2M$11.8M+$549.1K2026-10-19
Cove Private Wealth, LLC
INCREASED15,39912,958+2,441+19%$9.7M$11.7M+$2.1M2026-10-28
Sigma Investment Counselors Inc
DECREASED15,36015,600-240-2%$11.6M$11.7M+$64.5K2026-10-27
Abound Wealth Management
DECREASED15,30615,868-562-4%$11.8M$11.7M-$176.8K2026-10-26
GEM Asset Management, LLC
INCREASED15,24515,188+57+0%$11.3M$11.6M+$284.2K2026-10-13
Hourglass Capital, LLC
DECREASED15,12517,372-2,247-13%$13.0M$11.5M-$1.4M2026-10-26
ASL Financial, LLC
DECREASED15,11515,172-570%$11.3M$11.5M+$197.1K2026-10-15
Krilogy Financial LLC
INCREASED15,08114,745+336+2%$11.0M$11.7M+$723.5K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED15,08015,530-450-3%$11.6M$11.5M-$96.8K2026-10-19
Aspen Wealth Management LLC
INCREASED14,99114,048+943+7%$10.5M$11.5M+$942.0K2026-10-14
XY Planning Network, Inc.
INCREASED14,96814,805+163+1%$11.1M$11.4M+$359.1K2026-10-14
Smith & Howard Wealth Management, LLC
INCREASED14,93314,931+2+0%$11.2M$11.4M+$238.3K2026-10-27
Equity Wealth Partners, LLC
DECREASED14,91414,920-60%$11.1M$11.4M+$232.2K2026-10-26
Trust Co of Vermont
DECREASED14,91115,026-115-1%$11.2M$11.4M+$150.6K2026-10-21
Macroview Investment Management LLC
INCREASED14,84614,277+569+4%$10.7M$11.3M+$660.2K2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED14,83914,303+536+4%$10.7M$11.3M+$635.6K2026-10-22
Elyxium Wealth, LLC
INCREASED14,77114,684+87+1%$11.0M$11.3M+$299.1K2026-10-27
Triumph Capital Management
DECREASED14,74114,859-118-1%$11.1M$11.2M+$145.8K2026-10-14
TruNorth Capital Management, LLC
DECREASED14,59114,659-680%$10.9M$11.1M+$181.1K2026-10-14
Surience Private Wealth LLC
INCREASED14,49712,435+2,062+17%$9.3M$11.1M+$1.8M2026-10-16
Warwick Investment Management, Inc.
DECREASED14,44514,539-94-1%$10.9M$11.0M+$158.9K2026-10-19
Canandaigua National Trust Co of Florida
NEW14,415—+14,415——$11.0M—2026-10-07
Pinnacle Financial Group, LLC / IL
DECREASED14,34114,648-307-2%$10.9M$10.9M-$1.5K2026-10-29
Quadrant Private Wealth Management, LLC
INCREASED14,26314,245+18+0%$10.7M$10.9M+$239.4K2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED14,26014,258+2+0%$10.7M$10.9M+$210.7K2026-10-21
Van Cleef Asset Management,Inc
INCREASED14,25614,216+40+0%$10.6M$10.9M+$256.0K2026-10-20
Bridgelight Financial Advisors, Inc.
INCREASED14,19913,643+556+4%$10.2M$10.8M+$640.0K2026-10-20
Wealth Science Advisors LLC
NEW14,154—+14,154——$10.8M—2026-10-09
Vision Financial Markets LLC
DECREASED14,12014,325-205-1%$10.7M$10.8M+$74.6K2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED14,11114,375-264-2%$10.7M$10.8M+$26.7K2026-10-27
BAR Harbor Wealth Management
INCREASED14,07214,062+10+0%$10.5M$10.7M+$230.6K2026-10-21
Bank Pictet & Cie (Europe) AG
INCREASED14,06211,757+2,305+20%$8.8M$10.7M+$1.9M2026-10-20
Bfsg, LLC
INCREASED14,05613,876+180+1%$10.4M$10.7M+$357.4K2026-10-30
GenWealth Group, Inc.
DECREASED14,04614,669-623-4%$11.0M$10.7M-$242.5K2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED14,033200+13,833+6917%$149.4K$10.7M+$10.6M2026-10-16
Madison Park Capital Advisors, LLC
INCREASED13,99913,068+931+7%$9.8M$10.7M+$917.5K2026-10-28
Columbia Asset Management
INCREASED13,95213,834+118+1%$10.3M$10.6M+$308.9K2026-10-19
Corundum Group, Inc.
INCREASED13,92912,537+1,392+11%$9.4M$10.6M+$1.3M2026-10-28
Certified Advisory Corp
INCREASED13,91512,749+1,166+9%$9.5M$10.6M+$1.1M2026-10-29
Towercrest Capital Management
DECREASED13,84214,586-744-5%$10.9M$10.6M-$336.0K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED13,83013,662+168+1%$10.2M$10.5M+$344.8K2026-10-20
Beacon Advisors Holdings, LLC
DECREASED13,82213,909-87-1%$10.4M$10.5M+$153.9K2026-10-27
Harbor Investment Advisory, LLC
INCREASED13,79812,914+884+7%$9.6M$10.5M+$879.0K2026-10-13
Hedeker Wealth, LLC
DECREASED13,60413,605-10%$10.2M$10.4M+$215.0K2026-10-23
Autumn Glory Partners, LLC
UNCHANGED13,58913,58900%$10.1M$10.4M+$215.6K2026-10-26
RHL Group, LLC
INCREASED13,5734,821+8,752+182%$3.6M$10.4M+$6.8M2026-11-04
Facet Wealth, Inc.
INCREASED13,56810,054+3,514+35%$7.5M$10.3M+$2.8M2026-11-04
Michels Family Financial, LLC
DECREASED13,55613,703-147-1%$10.2M$10.3M+$105.2K2026-11-02
Hoxton Planning & Management, LLC
DECREASED13,44314,167-724-5%$10.6M$10.3M-$327.3K2026-10-15
Frisco Financial Planning LLC
DECREASED13,40213,650-248-2%$10.2M$10.2M+$26.8K2026-10-05
Bedminster, LLC
DECREASED13,39813,436-380%$10.0M$10.2M+$184.1K2026-11-04
Madrid Financial Services
INCREASED13,39213,369+23+0%$10.0M$10.2M+$228.9K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED13,38513,247+138+1%$9.9M$10.2M+$315.0K2026-10-21
Cypress Capital, LLC
INCREASED13,35313,308+45+0%$9.9M$10.2M+$245.5K2026-10-20
Kaizen Financial Strategies
DECREASED13,35219,616-6,264-32%$14.6M$10.2M-$4.4M2026-10-09
St. Johns Investment Management Company, LLC
DECREASED13,30515,315-2,010-13%$11.4M$10.1M-$1.3M2026-10-30
Goelzer Investment Management, Inc.
DECREASED13,29014,827-1,537-10%$11.1M$10.1M-$937.4K2026-10-16
Ignite Planners, LLC
DECREASED13,08913,272-183-1%$9.9M$10.0M+$69.6K2026-10-14
Daiwa Securities Group Inc.
INCREASED13,0002,000+11,000+550%$1.5M$9.9M+$8.4M2026-10-29
Industrial Alliance Investment Management Inc.
DECREASED13,00014,237-1,237-9%$10.6M$9.9K-$10.6M2026-10-29
Petros Family Wealth, LLC
INCREASED12,98112,662+319+3%$9.5M$9.9M+$444.0K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED12,97812,112+866+7%$9.0M$9.9M+$852.5K2026-10-23
Innova Wealth Partners
INCREASED12,97712,466+511+4%$9.3M$9.9M+$587.4K2026-10-21
Nemes Rush Group LLC
INCREASED12,96812,884+84+1%$9.6M$9.9M+$268.1K2026-11-04
waypoint wealth counsel
UNCHANGED12,93812,93800%$9.7M$9.9M+$205.4K2026-10-22
Key Client Fiduciary Advisors, LLC
DECREASED12,92312,975-520%$9.7M$9.9M+$165.6K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
INCREASED12,90712,900+7+0%$9.6M$9.8M+$210.0K2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED12,90012,630+270+2%$9.4M$9.8M+$406.4K2026-10-19
Farmers & Merchants Investments Inc
INCREASED12,85012,691+159+1%$9.5M$9.8M+$322.5K2026-10-22
Burton Enright Welch
INCREASED12,8292,498+10,331+414%$1.9M$9.8M+$7.9M2026-11-04
Balefire, LLC
DECREASED12,78715,785-2,998-19%$11.8M$9.8M-$2.0M2026-10-09
Carret Asset Management, LLC
DECREASED12,77013,159-389-3%$9.8M$9.7M-$87.7K2026-11-04
WBH Advisory Inc
DECREASED12,75912,822-630%$9.6M$9.7M+$155.1K2026-11-05
High Probability Advisors, LLC
UNCHANGED12,72412,72400%$9.5M$9.7M+$201.8K2026-10-19
First City Capital Management, Inc.
DECREASED12,65012,713-630%$9.5M$9.6M+$153.6K2026-10-27
NBT Bank, N.A.
DECREASED12,64913,145-496-4%$9.8M$9.6M-$170.2K2026-10-21
One Day In July LLC
INCREASED12,63912,545+94+1%$9.4M$9.6M+$270.6K2026-10-30
Montis Financial, LLC
DECREASED12,63612,666-300%$9.5M$9.6M+$178.7K2026-11-04
Naples Global Advisors, LLC
INCREASED12,62312,436+187+2%$9.3M$9.7M+$340.3K2026-11-05
ZWJ Investment Counsel Inc
DECREASED12,60212,623-210%$9.4M$9.6M+$184.4K2026-10-15
Herbst Group, LLC
DECREASED12,56713,015-448-3%$9.7M$9.6M-$135.6K2026-10-20
WestEnd Advisors, LLC
DECREASED12,52630,214-17,688-59%$22.6M$9.6M-$13.0M2026-10-27
West Bancorporation Inc
DECREASED12,45312,676-223-2%$9.5M$9.5M+$31.0K2026-10-29
Burns J W & Co Inc
DECREASED12,43212,537-105-1%$9.4M$9.5M+$119.0K2026-10-20
Washington Capital Management, Inc
DECREASED12,42613,651-1,225-9%$10.2M$9.5M-$717.7K2026-10-19
Successful Portfolios LLC
INCREASED12,41212,403+9+0%$9.3M$9.6M+$262.8K2026-10-09
Ascent Wealth Partners, LLC
DECREASED12,39814,094-1,696-12%$10.5M$9.5M-$1.1M2026-10-23
Covenant Asset Management, LLC
DECREASED12,39212,690-298-2%$9.5M$9.5M-$26.0K2026-10-14
Capital Wealth Management, LLC
DECREASED12,31912,508-189-2%$9.3M$9.4M+$54.3K2026-10-27
Kanawha Capital Management LLC
DECREASED12,28812,344-560%$9.2M$9.4M+$152.8K2026-10-19
Redwood Park Advisors LLC
DECREASED12,26712,461-194-2%$9.3M$9.4M+$49.7K2026-11-02
Cerro Pacific Wealth Advisors LLC
INCREASED12,21612,152+64+1%$9.1M$9.3M+$241.3K2026-10-22
Iron Financial LLC
INCREASED12,21112,191+20+0%$9.1M$9.3M+$208.8K2026-10-23
Jackson Square Capital, LLC
INCREASED12,15212,118+34+0%$9.0M$9.3M+$218.3K2026-10-19
Collective Family Office LLC
DECREASED12,04312,432-389-3%$9.3M$9.2M-$99.5K2026-10-05
NWF Advisory Services Inc.
INCREASED12,04010,860+1,180+11%$8.1M$9.2M+$1.1M2026-10-19
Morton Capital Management LLC
DECREASED12,03212,336-304-2%$9.2M$9.2M-$36.4K2026-10-23
Old Second National Bank of Aurora
DECREASED12,02712,200-173-1%$9.1M$9.2M+$61.6K2026-10-22
Lexington Hill Partners, LLC
INCREASED11,96411,684+280+2%$8.7M$9.1M+$399.1K2026-10-13
Joseph P. Lucia & Associates, LLC
INCREASED11,95611,909+47+0%$8.9M$9.1M+$225.0K2026-10-30
First American Bank
DECREASED11,93814,453-2,515-17%$10.8M$9.1M-$1.7M2026-10-27
Guardian Partners Inc.
UNCHANGED11,91011,91000%$8.9M$9.1M+$188.9K2026-10-21
Intrua Financial, LLC
INCREASED11,90911,773+136+1%$8.8M$9.1M+$290.5K2026-10-28
Sage Capital Management, LLC
INCREASED11,90511,867+38+0%$8.9M$9.1M+$218.5K2026-10-20
OmniStar Financial Group, Inc.
DECREASED11,89112,173-282-2%$9.1M$9.1M-$22.7K2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED11,87012,221-351-3%$9.1M$9.1M-$73.9K2026-10-27
Integrity Advisory Solutions, LLC
INCREASED11,8252,345+9,480+404%$1.8M$9.0M+$7.3M2026-10-29
DBK Financial Counsel, LLC
DECREASED11,80511,829-240%$8.8M$9.0M+$169.4K2026-10-13
Paragon Capital Management Ltd
DECREASED11,76112,067-306-3%$9.0M$9.0M-$43.0K2026-10-09
Genesee Capital Advisors, LLC
DECREASED11,73712,604-867-7%$9.4M$9.0M-$461.4K2026-10-20
Tempus Wealth Planning, LLC
DECREASED11,69011,871-181-2%$8.9M$8.9M+$50.0K2026-10-14
Cornerstone Enterprises, LLC
INCREASED11,679660+11,019+1670%$492.9K$8.9M+$8.4M2026-10-15
Pinnacle Bancorp, Inc.
INCREASED11,63511,607+28+0%$8.7M$8.9M+$205.4K2026-10-21
Avantax Planning Partners, Inc.
DECREASED11,58114,244-2,663-19%$10.6M$8.8M-$1.8M2026-11-03
Abner Herrman & Brock LLC
DECREASED11,51611,874-358-3%$8.9K$8.8K-$852026-10-20
Sitrin Capital Management LLC
DECREASED11,36911,555-186-2%$8.7M$8.7M+$40.5K2026-10-19
Rossby Financial, LCC
DECREASED11,34611,454-108-1%$8.6M$8.7M+$99.4K2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED11,34511,904-559-5%$8.9M$8.7M-$237.0K2026-10-27
Colony Family Offices, LLC
INCREASED11,34311,091+252+2%$8.3M$8.7M+$368.7K2026-10-22
Strategic Equity Management
DECREASED11,23932,397-21,158-65%$24.2M$8.6M-$15.6M2026-11-04
Stronghold Wealth Management L.L.C.
DECREASED11,18811,561-373-3%$8.6M$8.5M-$101.1K2026-10-16
Market Street Wealth Management Advisors LLC
DECREASED11,17311,180-70%$8.3M$8.5M+$172.0K2026-10-09
Blue Fin Capital, Inc.
INCREASED11,14711,086+61+1%$8.3M$8.5M+$222.3K2026-10-28
Ameliora Wealth Management Ltd.
DECREASED11,12011,184-64-1%$8.4M$8.5M+$128.6K2026-10-23
Founders Capital Management
INCREASED11,08210,604+478+5%$7.9M$8.5M+$532.6K2026-10-13
USAdvisors Wealth Management, LLC
INCREASED11,05811,052+6+0%$8.3M$8.4K-$8.2M2026-10-21
Seelaus Asset Management LLC
INCREASED11,05310,704+349+3%$8.0M$8.3M+$296.7K2026-10-14
Linscomb Wealth, Inc.
DECREASED11,04411,264-220-2%$8.4M$8.4M+$10.9K2026-11-05
Well Done, LLC
INCREASED11,01910,925+94+1%$8.2M$8.4M+$245.1K2026-10-20
Intact Investment Management Inc.
UNCHANGED10,98510,98500%$8.2M$8.4M+$174.2K2026-11-03
Selby Wealth Management, LLC
INCREASED10,98010,959+21+0%$8.2M$8.4M+$189.4K2026-10-16
Seven Mile Advisory
UNCHANGED10,88010,88000%$8.1M$8.3M+$151.9K2026-10-22
Cordatus Wealth Management LLC
DECREASED10,86814,969-4,101-27%$11.2M$8.3M-$2.9M2026-10-19
Asset Dedication, LLC
INCREASED10,84710,286+561+5%$7.7M$8.3M+$591.1K2026-11-03
Schneider Downs Wealth Management Advisors, LP
DECREASED10,84211,195-353-3%$8.4M$8.3M-$91.4K2026-10-27
Avity Investment Management Inc.
DECREASED10,81411,049-235-2%$8.3M$8.2M-$3.9K2026-10-09
Tandem Investment Partners LLC
DECREASED10,79811,028-230-2%$8.2M$8.2M-$5012026-10-16
Marks Group Wealth Management, Inc
INCREASED10,7778,794+1,983+23%$6.6M$8.2M+$1.7M2026-11-05
World Equity Group, Inc.
DECREASED10,76325,200-14,437-57%$18.8M$8.2M-$10.6M2026-10-14
1900 Wealth Management LLC
INCREASED10,75010,746+4+0%$8.0M$8.2M+$173.4K2026-10-13
Compass Financial Management LLC
DECREASED10,74510,800-55-1%$8.3M$8.2M-$92.5K2026-10-30
MinichMacGregor Wealth Management, LLC
INCREASED10,72910,650+79+1%$8.0M$8.2M+$229.2K2026-10-14
Annex Advisory Services, LLC
DECREASED10,72712,658-1,931-15%$9.5M$8.2M-$1.3M2026-10-16
Cannon Advisors, Inc.
DECREASED10,70711,843-1,136-10%$8.9M$8.3M-$573.8K2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED10,69810,415+283+3%$7.8M$8.2K-$7.8M2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED10,65310,65300%$8.0M$8.1M+$169.0K2026-10-19
High Net Worth Advisory Group LLC
DECREASED10,65110,701-500%$8.0M$8.1M+$131.3K2026-10-26
Maseco LLP
DECREASED10,57110,943-372-3%$8.2M$8.1M-$108.4K2026-10-27
Lynx Investment Advisory
INCREASED10,52110,121+400+4%$7.6M$8.0M+$465.6K2026-10-27
Guidance Point Advisors, LLC
DECREASED10,51810,738-220-2%$8.0M$8.0M+$4.1K2026-10-15
LCW Services, LLC
INCREASED10,49410,358+136+1%$7.7M$8.0M+$268.0K2026-10-21
Piedmont Capital Management, LLC
DECREASED10,47810,503-250%$7.8M$8.0M+$147.5K2026-10-21
Oliver Luxxe Assets LLC
INCREASED10,46510,257+208+2%$7.7M$8.0M+$320.9K2026-10-14
Aurora Private Wealth, Inc.
DECREASED10,44910,682-233-2%$8.0M$8.0K-$8.0M2026-10-20
Guyasuta Investment Advisors Inc
INCREASED10,4379,735+702+7%$7.3M$8.0M+$689.7K2026-10-15
Shoker Investment Counsel, Inc.
DECREASED10,40310,517-114-1%$7.9M$7.9M+$79.6K2026-11-04
Kraft, Davis & Associates, LLC
DECREASED10,38210,941-559-5%$8.1M$8.0M-$167.7K2026-10-21
Balentine LLC
INCREASED10,3719,928+443+4%$7.4M$7.9M+$495.3K2026-11-03
WealthPlan Investment Management, LLC
DECREASED10,36111,687-1,326-11%$8.7M$7.9M-$826.1K2026-10-15
Old Mission Investment Co LLC
INCREASED10,32410,321+3+0%$7.7M$7.9M+$165.7K2026-10-22
Strategy Asset Managers LLC
INCREASED10,32010,069+251+2%$7.5M$7.9M+$351.8K2026-10-14
JGP Global Gestao de Recursos Ltda.
UNCHANGED10,29010,29000%$7.7M$7.8M+$163.2K2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED10,27010,732-462-4%$8.0M$7.8M-$182.3K2026-11-04
Cypress Financial Planning LLC
DECREASED10,25211,207-955-9%$8.4M$7.8M-$550.9K2026-10-09
Sharper & Granite LLC
INCREASED10,2485,058+5,190+103%$3.8M$6.7M+$2.9M2026-11-02
Ascent Group, LLC
DECREASED10,20410,618-414-4%$7.9M$7.8M-$147.4K2026-10-30
My Personal CFO, LLC
INCREASED10,16410,008+156+2%$7.5M$7.8M+$277.2K2026-10-14
Roger Wittlin Investment Advisory, LLC
DECREASED10,16310,577-414-4%$7.9M$7.8M-$148.5K2026-10-19
TL Private Wealth
DECREASED10,14010,263-123-1%$7.7M$7.9M+$216.1K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED10,1326,147+3,985+65%$4.6M$7.7M+$3.1M2026-10-28
Clear Creek Financial Management, LLC
DECREASED10,12410,202-78-1%$7.6M$7.7M+$102.3K2026-10-28
Elmwood Wealth Management, Inc.
INCREASED10,0914,861+5,230+108%$3.6M$7.7M+$4.1M2026-10-14
Traynor Capital Management, Inc.
DECREASED10,05510,308-253-2%$7.7M$7.7M-$29.6K2026-10-29
Grey Ledge Advisors, LLC
DECREASED10,01910,228-209-2%$7.6M$7.6M+$2.6K2026-11-02
HCR Wealth Advisors
INCREASED9,8569,561+295+3%$7.1M$7.5M+$376.3K2026-10-15
Barrett & Company, Inc.
DECREASED9,7909,964-174-2%$7.4M$7.5M+$24.8K2026-10-22
Gamma Investing LLC
INCREASED9,7879,435+352+4%$7.0M$7.5M+$418.1K2026-10-08
Dale Q Rice Investment Management Ltd
DECREASED9,7349,772-380%$7.3M$7.4M+$126.3K2026-10-09
Rossmore Private Capital
INCREASED9,7089,036+672+7%$6.8M$7.4M+$655.6K2026-10-27
DBA Trading, LLC
INCREASED9,7002,000+7,700+385%$1.3M$7.4M+$6.1M2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED9,6649,042+622+7%$6.8M$7.4M+$617.2K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED9,6579,677-200%$7.2M$7.4M+$138.6K2026-10-19
Fusion Family Wealth, LLC
INCREASED9,6399,637+2+0%$7.2M$7.4M+$154.0K2026-11-02
Peachtree Investment Partners, LLC
INCREASED9,6109,566+44+0%$7.1M$7.3M+$185.7K2026-11-05
BlueSky Wealth Advisors, LLC
INCREASED9,5969,588+8+0%$7.2M$7.3M+$158.2K2026-10-29
Asset Advisory Group, Inc.
DECREASED9,5899,740-151-2%$7.3M$7.3M+$38.8K2026-10-20
Colorado Capital Management, Inc.
DECREASED9,57110,547-976-9%$7.9K$7.3K-$5772026-10-15
Iowa State Bank
DECREASED9,5699,819-250-3%$7.3M$7.3M-$34.9K2026-10-06
Indivisible Partners
INCREASED9,5556,707+2,848+42%$5.0M$7.3M+$2.3M2026-10-26
Hohimer Wealth Management, LLC
DECREASED9,5339,931-398-4%$7.4M$7.3M-$146.2K2026-11-04
Bank of New Hampshire
DECREASED9,51210,173-661-6%$7.6M$7.3M-$342.8K2026-10-06
Latitude Advisors, LLC
DECREASED9,5119,731-220-2%$7.3M$7.3M-$13.6K2026-10-27
Maple Capital Management, Inc.
DECREASED9,5039,578-75-1%$7.2M$7.2M+$94.5K2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED9,5009,495+5+0%$7.1M$7.2M+$154.5K2026-10-15
Allegheny Financial Group
INCREASED9,4889,430+58+1%$7.0M$7.2M+$193.9K2026-11-05
Camelot Technology Advisors, Inc.
INCREASED9,4809,326+154+2%$7.0M$7.2M+$265.5K2026-10-09
Patten Group, Inc.
DECREASED9,46010,223-763-7%$7.6M$7.2M-$419.7K2026-10-26
GSG Advisors LLC
INCREASED9,4449,433+11+0%$7.0M$7.2M+$158.2K2026-11-03
Fogel Capital Management, Inc.
DECREASED9,4289,453-250%$7.1M$7.2M+$131.1K2026-11-04
TrustBank
INCREASED9,4278,016+1,411+18%$6.0M$7.2M+$1.2M2026-10-20
Legacy Wealth Management, LLC
DECREASED9,4199,742-323-3%$7.3M$7.2M-$91.8K2026-10-22
Orca Investment Management, LLC
DECREASED9,3039,437-134-1%$7.0M$7.1M+$47.5K2026-10-29
Nautilus Advisors LLC
DECREASED9,2939,315-220%$7.0M$7.1M+$54.7K2026-10-07
Defined Wealth Management, LLC
DECREASED9,2789,285-70%$6.9M$7.1M+$142.3K2026-10-19
Cardinal Point Capital Management ULC
INCREASED9,2656,847+2,418+35%$5.1M$7.1M+$1.9M2026-10-21
Sky Investment Group LLC
INCREASED9,2645,808+3,456+60%$4.3M$7.1M+$2.7M2026-10-30
SeaBridge Investment Advisors LLC
INCREASED9,2386,957+2,281+33%$5.2M$7.0M+$1.8M2026-11-02
Ndwm LLC
DECREASED9,2259,264-390%$6.9M$7.0M+$117.0K2026-11-05
Weaver Capital Management LLC
DECREASED9,1969,754-558-6%$6.3M$7.0M+$669.7K2026-10-15
Peoples Bank
DECREASED9,14510,117-972-10%$7.6M$7.0M-$580.8K2026-10-26
Arkansas Financial Group, Inc.
DECREASED9,0909,232-142-2%$6.9M$6.9M+$38.1K2026-10-26
Focused Alpha, LLC
INCREASED9,0898,676+413+5%$6.5M$6.9M+$452.7K2026-10-20
Samalin Investment Counsel, LLC
DECREASED9,0559,286-231-2%$6.9M$6.9M-$29.1K2026-10-23
Kearns & Associates LLC
UNCHANGED9,0299,02900%$6.7M$6.9M+$143.2K2026-10-09
RED Cedar Investment Management, LLC
UNCHANGED9,0259,02500%$6.7M$6.9M+$143.1K2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED8,9788,502+476+6%$6.3M$6.8M+$497.7K2026-10-23
Acropolis Investment Management, LLC
INCREASED8,9438,939+4+0%$6.7M$6.8M+$144.9K2026-10-08
American Institute for Advanced Investment Management, LLP
DECREASED8,9049,263-359-4%$6.9M$6.8M-$126.9K2026-11-03
Private Client Services, LLC
DECREASED8,89911,934-3,035-25%$8.9M$6.8M-$2.1M2026-10-02
Veracity Capital LLC
INCREASED8,8728,787+85+1%$6.6M$6.8M+$203.7K2026-10-08
Orin Green Financial, LLC
DECREASED8,8718,968-97-1%$6.7M$6.8M+$68.3K2026-10-19
Abacus Wealth Partners, LLC
DECREASED8,8699,122-253-3%$6.8M$6.8M-$48.3K2026-11-03
Sage Rhino Capital LLC
INCREASED8,8658,843+22+0%$6.6M$6.8M+$157.0K2026-10-28
American National Bank & Trust
INCREASED8,8388,748+90+1%$6.5M$6.7M+$207.4K2026-10-07
KFA Private Wealth Group, LLC
DECREASED8,8288,862-340%$6.6M$6.7M+$114.4K2026-10-07
S.A. Mason LLC
UNCHANGED8,8268,82600%$6.6M$6.7M+$140.0K2026-10-13
Baker Ellis Asset Management LLC
INCREASED8,8178,742+75+1%$6.5M$6.7M+$195.8K2026-10-14
Investmark Advisory Group LLC
INCREASED8,7245,808+2,916+50%$4.3M$6.7M+$2.3M2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED8,7227,109+1,613+23%$5.3M$6.7M+$1.3M2026-11-03
Woodstock Corp
DECREASED8,7079,060-353-4%$6.8M$6.6M-$125.2K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED8,6788,886-208-2%$6.6M$6.6M-$17.5K2026-11-02
Curry Webb Wealth Management LLC
UNCHANGED8,6508,65000%$6.5M$6.5M$02026-10-22
Legacy Financial Strategies, LLC
INCREASED8,6198,552+67+1%$6.4M$6.6M+$186.8K2026-10-15
Abel Hall, LLC
UNCHANGED8,6148,61400%$6.4M$6.6M+$136.6K2026-10-19
Retireful, LLC
INCREASED8,5967,984+612+8%$6.0M$6.6M+$593.4K2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED8,56412,506-3,942-32%$9.3M$6.5M-$2.8M2026-10-05
Cape Investment Advisory, Inc.
INCREASED8,5518,508+43+1%$6.4M$6.5M+$168.2K2026-10-13
Levin Capital Strategies, L.P.
DECREASED8,5449,058-514-6%$6.8M$6.5M-$248.2K2026-11-02
Black Diamond Financial, LLC
DECREASED8,5348,548-140%$6.4M$6.5M+$124.9K2026-10-26
Horizon Wealth Management, LLC
INCREASED8,4826,343+2,139+34%$4.7M$6.5M+$1.7M2026-11-02
Breakwater Investment Management
DECREASED8,4748,632-158-2%$6.4M$6.5M+$16.1K2026-10-20
Baron Wealth Management LLC
INCREASED8,4738,466+7+0%$6.3M$6.5M+$140.0K2026-10-27
Elco Management Co., LLC
INCREASED8,4667,854+612+8%$5.9M$6.5M+$591.7K2026-10-14
AXS Investments LLC
INCREASED8,4217,711+710+9%$5.8M$6.4M+$663.8K2026-11-04
Partners Wealth Management, LLC
INCREASED8,393642+7,751+1207%$479.2K$6.4M+$5.9M2026-10-28
Central Valley Advisors, LLC
INCREASED8,3558,322+33+0%$6.2M$6.4M+$156.9K2026-10-27
W Advisors, LLC
DECREASED8,3558,370-150%$6.3M$6.4M+$122.1K2026-11-02
15 Wealth Advisors LLC
NEW8,348—+8,348——$6.4M—2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED8,3388,257+81+1%$6.2M$6.4M+$192.5K2026-10-16
Castle Rock Wealth Management, LLC
DECREASED8,2998,922-623-7%$6.7M$6.5M-$188.0K2026-10-09
Waycross Investment Management Co
INCREASED8,2808,247+33+0%$6.2M$6.3M+$156.1K2026-10-14
Baker Boyer National Bank
UNCHANGED8,2598,25900%$6.2M$6.3M+$131.0K2026-11-05
Creative Financial Designs Inc
DECREASED8,2478,466-219-3%$6.3M$6.3M-$32.3K2026-11-04
Trust Co
DECREASED8,2028,320-118-1%$6.2M$6.3M+$42.0K2026-10-09
Essex Bank
INCREASED8,1897,308+881+12%$5.5M$6.2M+$787.8K2026-10-16
Northeast Investment Management
DECREASED8,1838,326-143-2%$6.2M$6.2M+$23.0K2026-10-30
Capital Asset Advisory Services LLC
DECREASED8,17910,872-2,693-25%$8.1M$6.2M-$1.9M2026-10-30
Leverty Financial Group, LLC
DECREASED8,1668,340-174-2%$6.2M$6.2M-$4252026-10-08
Luminvest Wealth Management LLC
INCREASED8,1458,138+7+0%$6.1M$6.2M+$180.4K2026-10-14
Quartz Partners, LLC
DECREASED8,1428,681-539-6%$6.5M$6.2M-$273.3K2026-11-03
Heritage Investment Group, Inc.
DECREASED8,1338,158-250%$6.1M$6.2M+$110.3K2026-11-03
Kerusso Capital Management LLC
UNCHANGED8,1168,11600%$6.1M$6.2M+$128.7K2026-10-27
Cherrydale Wealth Management, LLC
DECREASED8,0988,207-109-1%$6.1M$6.2M+$47.0K2026-10-20
Atlas Brown,Inc.
DECREASED8,0858,316-231-3%$6.2M$6.2M-$44.0K2026-10-09
Stonebridge Financial Group, LLC
DECREASED8,0548,073-190%$6.0M$6.1M+$113.3K2026-10-01
Parsons Capital Management Inc
INCREASED8,0527,345+707+10%$5.5M$6.1M+$654.9K2026-10-28
MTM Investment Management, LLC
INCREASED8,0097,948+61+1%$5.9M$6.1M+$172.5K2026-10-30
Marin Bay Wealth Advisors, LLC
INCREASED8,0067,928+78+1%$5.9M$6.1M+$185.1K2026-10-28
Sonata Capital Group Inc
INCREASED7,9997,644+355+5%$5.7M$6.1M+$391.3K2026-10-19
Quantum Financial Partners LLC
INCREASED7,9807,431+549+7%$5.5M$6.1M+$536.2K2026-10-19
Cohen Capital Management, Inc.
INCREASED7,9397,938+1+0%$5.9M$6.1M+$127.3K2026-10-14
XML Financial, LLC
DECREASED7,9278,396-469-6%$6.3M$6.0M-$225.1K2026-10-29
Confluence Investment Management LLC
DECREASED7,9228,922-1,000-11%$6.7M$6.0M-$621.1K2026-10-01
Visionary Wealth Advisors
DECREASED7,8798,308-429-5%$6.2M$6.0M-$195.4K2026-11-04
Absolute Capital Management, LLC
DECREASED7,8728,319-447-5%$6.2M$6.0M-$209.5K2026-10-16
Pines Wealth Management, LLC
DECREASED7,8557,956-101-1%$5.9M$6.0M+$49.2K2026-10-21
Veltria Advisors Corp.
INCREASED7,8407,347+493+7%$5.5M$6.0M+$492.5K2026-11-05
Turner Capital Investments, LLC
NEW7,837—+7,837——$6.0M—2026-10-09
Tower View Wealth Management LLC
DECREASED7,8327,915-83-1%$5.9M$6.0M+$62.0K2026-10-23
Gratus Wealth Advisors, LLC
UNCHANGED7,8217,82100%$5.8M$6.0M+$124.0K2026-10-26
Nova Financial LLC
NEW7,809—+7,809——$6.0M—2026-11-04
Tompkins Financial Corp
INCREASED7,8057,526+279+4%$5.6M$6.0M+$332.1K2026-10-05
Invenio Wealth Partners LLC
DECREASED7,7767,925-149-2%$5.9M$5.9M+$12.1K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED7,7697,929-160-2%$5.9M$5.9M+$3.9K2026-10-14
Stairway Partners, LLC
UNCHANGED7,7627,76200%$5.8M$5.9M+$123.1K2026-10-02
Fell Capital Management
DECREASED7,7487,952-204-3%$5.9M$5.9M-$29.5K2026-10-09
Providence First Trust Co
DECREASED7,7468,080-334-4%$6.0M$5.9M-$126.6K2026-11-02
Clientfirst Wealth Management, LLC
DECREASED7,7257,950-225-3%$5.9M$5.9M-$45.5K2026-11-04
Marietta Wealth Management, LLC
DECREASED7,7158,619-904-10%$6.4M$5.9M-$498.9K2026-10-22
Greenspring Advisors, LLC
DECREASED7,6708,167-497-6%$6.1M$5.8M-$250.1K2026-11-05
Mcdonald Partners LLC
DECREASED7,6688,173-505-6%$6.1M$5.8M-$255.6K2026-11-03
Sage Financial Group Inc
INCREASED7,6556,967+688+10%$5.2M$5.8M+$635.0K2026-10-27
Wetzel Investment Advisors, Inc.
UNCHANGED7,6017,60100%$5.7M$5.8M+$120.5K2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED7,5797,861-282-4%$5.9M$5.8M-$90.1K2026-10-15
Journey Advisory Group, LLC
DECREASED7,5687,722-154-2%$5.8M$5.8M+$5.0K2026-11-04
LJI Wealth Management, LLC
DECREASED7,5538,053-500-6%$6.0M$5.8M-$253.6K2026-10-28
Everett Harris & Co
DECREASED7,5477,632-85-1%$5.7M$5.8M+$55.6K2026-10-28
Able Financial Group, LLC
INCREASED7,5407,371+169+2%$5.5M$5.8M+$245.8K2026-10-14
Pegasus Asset Management, Inc.
INCREASED7,5207,515+5+0%$5.6M$5.7M+$123.0K2026-11-03
PDS Planning, Inc
INCREASED7,5157,364+151+2%$5.5M$5.7M+$232.0K2026-11-03
AtlasMark Financial, Inc
UNCHANGED7,4307,43000%$5.5M$5.7M+$117.8K2026-10-13
Sightline Wealth Advisors, LLC
DECREASED7,3728,569-1,197-14%$6.4M$5.6M-$777.0K2026-10-21
Waters Parkerson & Co., LLC
DECREASED7,3637,387-240%$5.5M$5.6M+$98.9K2026-11-04
Fragasso Financial Advisors Inc
INCREASED7,3477,236+111+2%$5.4M$5.7M+$316.8K2026-10-13
TopTier Wealth Management, LLC
INCREASED7,3337,328+5+0%$5.5M$5.6M+$120.0K2026-10-16
Rockingstone Advisors LLC
DECREASED7,3157,330-150%$5.5M$5.6M+$104.8K2026-10-16
Platform Technology Partners
INCREASED7,2777,000+277+4%$5.2M$5.5M+$322.3K2026-11-02
Bennett Selby Investments LP
INCREASED7,2627,002+260+4%$5.2M$5.5M+$309.7K2026-10-19
Two Point Capital Management, Inc.
INCREASED7,2567,207+49+1%$5.4M$5.5M+$152.1K2026-10-16
Financial Perspectives, Inc
INCREASED7,2427,238+4+0%$5.4M$5.5M+$117.6K2026-11-03
Breakthru Advisory Services, LLC
UNCHANGED7,2267,22600%$5.4M$5.5M+$114.6K2026-10-13
Monument Capital Management
DECREASED7,2237,460-237-3%$5.6M$5.5M-$62.4K2026-10-09
Austin Asset Management Co Inc
INCREASED7,2137,203+10+0%$5.4M$5.5M+$121.3K2026-10-29
Heirloom Wealth Management
INCREASED7,2127,196+16+0%$5.4M$5.5M+$126.6K2026-10-14
Stephen J. Garry & Associates, LLC
DECREASED7,1978,462-1,265-15%$6.3M$5.5M-$830.5K2026-11-05
Washington Trust Advisors, Inc.
DECREASED7,1547,931-777-10%$5.9M$5.5M-$466.7K2026-10-22
Copper Harbor Investment Advisors, LLC
DECREASED7,1527,196-44-1%$5.4M$5.5M+$80.7K2026-10-16
Blankinship & Foster, LLC
DECREASED7,1497,162-130%$5.3M$5.5M+$104.1K2026-10-19
Single Point Partners, LLC
DECREASED7,1437,205-62-1%$5.4M$5.4M+$67.3K2026-10-19
Signature Equity Partners, LLC
INCREASED7,1246,460+664+10%$4.8M$5.4M+$609.2K2026-10-29
Capital City Trust Co
DECREASED7,1247,292-168-2%$5.4M$5.4M-$12.5K2026-10-22
Catalyst Private Wealth, LLC
INCREASED7,1127,106+6+0%$5.3M$5.4M+$117.3K2026-10-13
Objective Capital Management, LLC
INCREASED7,1087,006+102+1%$5.2M$5.4M+$188.5K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED7,0975,431+1,666+31%$4.1M$5.4M+$1.4M2026-10-26
Roffman Miller Associates Inc
INCREASED7,0916,827+264+4%$5.1M$5.4M+$310.2K2026-10-19
Uptick Partners, LLC
INCREASED7,0917,051+40+1%$5.3M$5.4M+$142.5K2026-11-04
Steph & Co
DECREASED7,0747,099-250%$5.3M$5.4M+$93.5K2026-10-07
Family Legacy, Inc.
DECREASED7,0697,196-127-2%$5.4M$5.4M+$17.4K2026-10-13
Abacus Planning Group, Inc.
DECREASED7,0637,073-100%$5.3M$5.4M+$104.9K2026-11-02
Elevation Wealth Partners, LLC
INCREASED7,0386,216+822+13%$4.6M$5.4M+$725.2K2026-10-07
Schaper Benz & Wise Investment Counsel Inc
DECREASED7,0217,064-43-1%$5.3M$5.4M+$79.2K2026-10-09
Signature Wealth Management Partners, LLC
INCREASED7,0006,970+30+0%$5.2M$5.3M+$133.1K2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED6,9586,948+10+0%$5.2M$5.3M+$118.0K2026-10-13
Waterfront Wealth Inc.
INCREASED6,9156,854+61+1%$5.2M$5.3M+$138.0K2026-11-03
Orba Wealth Advisors, L.L.C.
DECREASED6,9156,923-80%$5.2M$5.3M+$103.7K2026-10-23
Lotus Asset Management LLC
DECREASED6,9106,912-20%$5.2M$5.3M+$107.6K2026-10-14
Eagle Global Advisors LLC
INCREASED6,9056,703+202+3%$5.0M$5.3M+$260.4K2026-11-02
OP Asset Management Ltd
UNCHANGED6,8966,89600%$5.1M$5.3M+$109.4K2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
DECREASED6,8887,115-227-3%$5.3M$5.3M-$60.3K2026-10-19
Clear Point Advisors Inc.
DECREASED6,8786,923-45-1%$5.2M$5.2M+$75.6K2026-10-30
Private Wealth Partners, LLC
INCREASED6,8726,755+117+2%$5.0M$5.2M+$196.4K2026-10-22
Journey Beyond Wealth, LLC
DECREASED6,8627,013-151-2%$5.2M$5.2M-$3.9K2026-11-04
Costello Asset Management, Inc
INCREASED6,8385,913+925+16%$4.4M$5.2M+$799.2K2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED6,7827,059-277-4%$5.3M$5.2M-$99.5K2026-10-23
RKL Wealth Management LLC
DECREASED6,7786,812-340%$5.1M$5.2M+$82.3K2026-10-16
Orgel Wealth Management, LLC
INCREASED6,7136,613+100+2%$4.9M$5.1M+$181.1K2026-10-14
Howard Wealth Management, LLC
DECREASED6,6776,735-58-1%$5.0M$5.1M+$62.6K2026-10-28
Enclave Advisors LLC
INCREASED6,6686,663+5+0%$5.0M$5.1M+$109.5K2026-10-14
Midland Wealth Advisors, LLC
INCREASED6,6606,358+302+5%$4.7M$5.1M+$331.2K2026-10-26
Boston Trust Walden Corp
DECREASED6,6326,637-50%$5.0M$5.1M+$101.5K2026-10-30
FSM Wealth Advisors, LLC
DECREASED6,6076,609-20%$4.9M$5.1M+$178.1K2026-10-27
Semitam Bonam LLC
DECREASED6,6026,632-300%$5.0M$5.0M+$81.9K2026-10-27
Duncker Streett & Co Inc
INCREASED6,5996,410+189+3%$4.8M$5.0M+$245.9K2026-10-27
Alchemi Wealth, LLC
DECREASED6,5866,716-130-2%$5.0M$5.0M+$7.5K2026-11-04
Sharkey, Howes & Javer
DECREASED6,5817,259-678-9%$5.4M$5.0M-$401.6K2026-10-22
Semus Wealth Partners LLC
INCREASED6,5816,580+1+0%$4.9M$5.0M+$105.7K2026-10-22
First National Bank Sioux Falls
INCREASED6,5796,346+233+4%$4.5M$5.0M+$564.6K2026-10-13
Woodmont Investment Counsel LLC
INCREASED6,5786,478+100+2%$4.8M$5.0M+$179.0K2026-10-29
Towerpoint Wealth, LLC
DECREASED6,5656,576-110%$4.9M$5.0M+$95.9K2026-10-13
M.E. Allison & Co., Inc.
INCREASED6,5556,525+30+0%$4.9M$5.0M+$126.4K2026-10-09
Beacon Financial Advisory LLC
DECREASED6,5176,610-93-1%$4.9M$5.0M+$33.3K2026-10-16
American State Bank (Iowa)
DECREASED6,4906,507-170%$4.9M$4.9M+$90.2K2026-11-03
Stephenson & Company, Inc.
DECREASED6,4906,496-60%$4.9M$4.9M+$98.5K2026-10-30
Home Federal Bank of Tennessee
UNCHANGED6,4836,48300%$4.8M$4.9M+$102.8K2026-10-15
Sound Income Strategies, LLC
INCREASED6,4775,455+1,022+19%$4.1M$5.0M+$939.4K2026-10-09
Tennessee Valley Asset Management Partners
DECREASED6,4766,838-362-5%$5.1M$4.9M-$167.9K2026-11-03
Revolve Wealth Partners, LLC
DECREASED6,4737,148-675-9%$5.3M$4.9M-$401.0K2026-10-23
Insight Wealth Strategies, LLC
INCREASED6,4706,414+56+1%$4.8M$4.9M+$151.2K2026-10-09
Evensky & Katz LLC
INCREASED6,4376,345+92+1%$4.7M$4.9K-$4.7M2026-10-27
Castleview Partners, LLC
INCREASED6,4146,348+66+1%$4.7M$4.9M+$151.0K2026-10-09
Argos Wealth Advisors, LLC
UNCHANGED6,3886,38800%$4.8M$4.9M+$101.3K2026-11-02
Mengis Capital Management, Inc.
DECREASED6,3866,461-75-1%$4.8M$4.9M+$44.7K2026-10-13
Altfest L J & Co Inc
INCREASED6,3675,804+563+10%$4.3M$4.9M+$521.2K2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED6,3575,961+396+7%$4.5M$4.8M+$396.6K2026-10-15
Essex LLC
UNCHANGED6,3536,35300%$4.7M$4.8M+$100.8K2026-10-14
CPC Advisors, LLC
INCREASED6,3426,337+5+0%$4.7M$4.8M+$104.3K2026-10-21
Apollon Financial, LLC
DECREASED6,3266,417-91-1%$4.8M$4.8M+$32.3K2026-10-23
Capital Wealth Alliance, LLC
INCREASED6,3236,127+196+3%$4.6M$4.8M+$248.0K2026-10-20
Presilium Private Wealth, LLC
INCREASED6,3046,191+113+2%$4.6M$4.8M+$184.4K2026-10-26
Smith Salley Wealth Management
INCREASED6,2966,075+221+4%$4.5M$4.8M+$264.2K2026-11-03
Edge Wealth Management LLC
INCREASED6,2796,078+201+3%$4.5M$4.8M+$277.0K2026-10-13
Griffith & Werner, Inc.
DECREASED6,2756,481-206-3%$4.8M$4.8M-$54.2K2026-11-04
Ledyard National Bank
DECREASED6,2736,763-490-7%$5.1M$4.8M-$266.4K2026-10-21
Cooksen Wealth, LLC
UNCHANGED6,2556,25500%$4.7M$4.9M+$198.9K2026-10-13
Graves Light Lenhart Wealth, Inc.
DECREASED6,2516,570-319-5%$4.9M$4.8M-$139.2K2026-10-09
Councilmark Asset Management, LLC
UNCHANGED6,2456,24500%$4.7M$4.8M+$99.0K2026-10-20
Investment Insight Wealth Management, LLC
INCREASED6,2146,197+17+0%$4.6M$4.7M+$111.4K2026-10-30
Root Financial Partners, LLC
INCREASED6,2004,382+1,818+41%$3.3M$4.7M+$1.5M2026-10-21
Prism Advisors, Inc.
DECREASED6,1996,355-156-2%$4.7M$4.8M+$51.9K2026-10-09
Smith Asset Management Co., LLC
INCREASED6,1686,014+154+3%$4.5M$4.7M+$213.1K2026-10-16
Ethic Inc.
INCREASED6,1453,564+2,581+72%$2.7M$4.7M+$2.0M2026-11-03
Pullen Investment Management, LLC
DECREASED6,1346,143-90%$4.6M$4.7M+$90.6K2026-10-23
Spinnaker Investment Group, LLC
INCREASED6,1256,004+121+2%$4.5M$4.7M+$188.1K2026-10-13
Verum Partners LLC
INCREASED6,1236,013+110+2%$4.5M$4.7M+$179.5K2026-10-21
F&V Capital Management, LLC
DECREASED6,1136,149-36-1%$4.6M$4.7K-$4.6M2026-10-19
Forza Wealth Management, LLC
DECREASED6,1016,121-200%$4.6M$4.7M+$81.8K2026-10-20
Uhlmann Price Securities, LLC
DECREASED6,0907,888-1,798-23%$5.9M$4.6M-$1.2M2026-11-03
Rebalance, LLC
DECREASED6,0786,221-143-2%$4.6M$4.6M-$10.0K2026-10-22
SBK Financial, Inc.
DECREASED6,0646,119-55-1%$4.6M$4.6M+$55.1K2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED6,0416,149-108-2%$4.6M$4.6M+$15.6K2026-10-26
FCG Investment Co
DECREASED6,00422,487-16,483-73%$16.8M$4.6M-$12.2M2026-10-13
Kathmere Capital Management, LLC
INCREASED6,0045,943+61+1%$4.4M$4.6M+$141.1K2026-10-20
McAdam, LLC
DECREASED5,9956,410-415-6%$4.8M$4.6M-$215.3K2026-10-21
Secure Asset Management, LLC
DECREASED5,9888,437-2,449-29%$6.3M$4.6M-$1.7M2026-10-19
GW Henssler & Associates LTD
INCREASED5,9885,894+94+2%$4.4M$4.6M+$165.0K2026-10-26
Optivise Advisory Services LLC
DECREASED5,9766,036-60-1%$4.5M$4.6M+$50.2K2026-10-19
Weaver Consulting Group
INCREASED5,9515,915+36+1%$4.4M$4.5M+$120.9K2026-10-07
CWS Financial Advisors, LLC
INCREASED5,9445,928+16+0%$4.4M$4.5M+$106.3K2026-10-16
Sterling Capital Management LLC
UNCHANGED5,9105,91000%$4.4M$4.5M+$93.7K2026-10-22
Climber Capital SA
UNCHANGED5,9005,90000%$4.4M$4.3M-$131.0K2026-10-20
Juncture Wealth Strategies, LLC
DECREASED5,8966,048-152-3%$4.5M$4.5M-$20.0K2026-10-06
Crumly & Associates Inc.
INCREASED5,8675,653+214+4%$4.2M$4.5M+$253.3K2026-10-07
Jones Kertz & Associates, Inc.
UNCHANGED5,8635,86300%$4.4M$4.5M+$93.1K2026-10-28
Gold Investment Management Ltd.
INCREASED5,8595,824+35+1%$4.3M$4.5M+$120.7K2026-10-19
Interchange Capital Partners, LLC
DECREASED5,8545,859-50%$4.4M$4.5M+$88.7K2026-10-28
Summit Financial Strategies, Inc.
INCREASED5,8384,919+919+19%$3.7M$4.5M+$778.9K2026-10-14
North Capital, Inc.
INCREASED5,8325,734+98+2%$4.3M$4.5M+$255.8K2026-10-16
IFS Advisors, LLC
NEW5,826—+5,826——$4.4M—2026-10-14
Fagan Associates, Inc.
DECREASED5,8245,829-50%$4.4M$4.4M+$89.0K2026-10-13
Sanders Morris Harris LLC
NEW5,801—+5,801——$4.4M—2026-10-14
Summit Place Financial Advisors, LLC
DECREASED5,7965,808-120%$4.3M$4.4M+$83.0K2026-10-23
Archford Capital Strategies, LLC
INCREASED5,7884,314+1,474+34%$3.2M$4.4M+$1.2M2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED5,7365,447+289+5%$4.1M$4.4M+$307.1K2026-10-14
Wynn Capital, LLC
DECREASED5,7345,779-45-1%$4.3M$4.4M+$57.3K2026-10-13
Park National Corp
INCREASED5,7175,673+44+1%$4.2M$4.4M+$123.5K2026-10-05
Deltec Asset Management LLC
DECREASED5,7156,205-490-8%$4.6M$4.4M-$275.3K2026-10-26
First United Bank & Trust
DECREASED5,7135,864-151-3%$4.4M$4.4M-$22.2K2026-10-22
Greenfield Savings Bank
DECREASED5,7105,727-170%$4.3M$4.4M+$77.9K2026-10-07
Regent Peak Wealth Advisors LLC
DECREASED5,7046,043-339-6%$4.5M$4.4M-$162.7K2026-10-13
SC&H Financial Advisors, Inc.
DECREASED5,6996,226-527-8%$4.6M$4.3M-$302.7K2026-10-14
Beaumont Financial Advisors, LLC
DECREASED5,6975,709-120%$4.3M$4.3M+$81.4K2026-10-22
Breakwater Capital Group
INCREASED5,6785,609+69+1%$4.2M$4.3M+$141.8K2026-10-09
Lockerman Financial Group, Inc.
DECREASED5,6756,455-780-12%$4.8M$4.3M-$492.4K2026-10-19
Retirement Guys Formula LLC
DECREASED5,6755,858-183-3%$4.4M$4.3M-$46.4K2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED5,6695,723-54-1%$4.3M$4.3M+$49.5K2026-10-16
Security Financial Services, Inc.
DECREASED5,6575,788-131-2%$4.3M$4.3M-$7.7K2026-10-29
First Interstate Bank
DECREASED5,6516,989-1,338-19%$5.2M$4.3M-$909.6K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED5,6155,514+101+2%$4.1M$4.3M+$164.8K2026-11-02
Opal Wealth Advisors, LLC
DECREASED5,6016,026-425-7%$4.5M$4.3M-$228.5K2026-10-16
Briggs Wealth Management, Inc
INCREASED5,6015,600+1+0%$4.2M$4.3M+$89.6K2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW5,592—+5,592——$4.3M—2026-10-13
Curbstone Financial Management Corp
DECREASED5,5876,163-576-9%$4.6M$4.3M-$341.5K2026-10-21
Cooper Financial Group
INCREASED5,5825,503+79+1%$4.1M$4.3M+$147.1K2026-10-07
Granite Islands Private Wealth, LLC
INCREASED5,5693,923+1,646+42%$2.9M$4.2M+$1.3M2026-10-16
Prosperity Planning, Inc.
DECREASED5,5575,927-370-6%$4.4M$4.2M-$187.9K2026-10-09
Kagan Cocozza Asset Management
INCREASED5,5275,438+89+2%$4.1M$4.2M+$154.1K2026-10-19
Consilium Wealth Advisory, LLC
INCREASED5,5204,613+907+20%$3.4M$4.2M+$765.0K2026-10-14
Cahaba Wealth Management, Inc.
INCREASED5,5134,596+917+20%$3.4M$4.2M+$771.8K2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED5,5135,559-46-1%$4.2M$4.2M+$52.8K2026-10-23
Inspirion Wealth Advisors, LLC
DECREASED5,5105,614-104-2%$4.2M$4.2M+$15.4K2026-10-09
Wealth Management Partners, LLC
INCREASED5,5095,162+347+7%$3.9M$4.2M+$347.3K2026-10-21
Investors Research Corp
INCREASED5,4952,752+2,743+100%$2.1M$4.2M+$2.1M2026-10-07
PUREfi Wealth, LLC
INCREASED5,4815,306+175+3%$4.0M$4.2M+$217.1K2026-10-19
Affiance Financial, LLC
DECREASED5,4735,966-493-8%$4.5M$4.2M-$281.7K2026-10-15
Windsor Capital Management, LLC
DECREASED5,4655,627-162-3%$4.2M$4.2M-$34.6K2026-10-13
Philadelphia Trust Co
INCREASED5,4592,252+3,207+142%$1.7M$4.2K-$1.7M2026-11-05
Hassell Wealth Management, LLC
INCREASED5,4585,445+13+0%$4.1M$4.2M+$104.5K2026-10-19
JGP Wealth Management, LLC
INCREASED5,4395,436+3+0%$4.1M$4.1M+$88.6K2026-10-13
Guardsman Private Capital Management, Inc.
INCREASED5,4235,417+6+0%$4.0M$4.1M+$90.6K2026-10-19
Curran Financial Partners, LLC
INCREASED5,4125,365+47+1%$4.0M$4.1M+$121.0K2026-11-04
Realta Investment Advisors
DECREASED5,4125,452-40-1%$4.1M$4.1M+$56.1K2026-10-14
Smart Wealth LLC
DECREASED5,41013,093-7,683-59%$9.8M$4.1M-$5.7M2026-11-04
Jm2 Capital Inc.
INCREASED5,4065,107+299+6%$3.8M$4.1M+$309.6K2026-10-14
City Holding Co
DECREASED5,4035,524-121-2%$4.1M$4.1M-$4.7K2026-10-19
Wavvest Wealth LLC
NEW5,402—+5,402——$4.1M—2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED5,4025,507-105-2%$4.1M$4.1M+$6.8K2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED5,4005,397+3+0%$4.0M$4.1M+$87.4K2026-10-13
First Hawaiian Bank
DECREASED5,3995,520-121-2%$4.1M$4.1M-$4.7K2026-10-14
Bingham Private Wealth, LLC
INCREASED5,3935,378+15+0%$4.0M$4.1M+$96.8K2026-11-05
Sunbeam Capital Management, LLC
DECREASED5,3845,451-67-1%$4.1M$4.1M+$35.1K2026-11-05
Mason & Associates, LLC
DECREASED5,3705,496-126-2%$4.1M$4.1M-$8.9K2026-10-26
Strategic Investment Management, LLC
INCREASED5,3604,980+380+8%$3.7M$4.1M+$368.8K2026-10-20
Carnegie Lake Advisors LLC
INCREASED5,341693+4,648+671%$517.2K$842.4K+$325.3K2026-11-03
Confluence Wealth Services, Inc.
INCREASED5,3365,004+332+7%$3.7M$4.1M+$332.4K2026-11-05
Willis Johnson Wealth, Inc.
INCREASED5,2944,999+295+6%$3.7M$4.0M+$304.4K2026-11-03
Hyposwiss Advisors SA
INCREASED5,2925,182+110+2%$3.9M$4.0M+$166.1K2026-10-26
Watershed Private Wealth LLC
DECREASED5,2895,309-200%$4.0M$4.0M+$68.9K2026-10-30
Leo Wealth, LLC
NEW5,273—+5,273——$4.0M—2026-10-26
Highland Capital Management, LLC
DECREASED5,2345,274-40-1%$3.9M$4.0M+$53.1K2026-10-26
Lake Street Private Wealth, LLC
INCREASED5,2304,270+960+22%$3.2M$4.0M+$799.7K2026-10-22
United Community Bank
DECREASED5,2185,328-110-2%$4.0M$4.0M+$6122026-10-28
Gemmer Asset Management LLC
DECREASED5,2115,233-220%$3.9M$4.0M+$66.4K2026-10-16
Vestor Capital, LLC
DECREASED5,2105,594-384-7%$506$409-$972026-11-04
Univest Financial Corp
DECREASED5,1915,565-374-7%$4.2M$4.0M-$196.9K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED5,1576,215-1,058-17%$4.6M$3.9M-$703.8K2026-10-28
Searle & Co.
INCREASED5,1494,976+173+3%$3.7M$3.9M+$210.9K2026-11-04
TritonPoint Partners, LLC
DECREASED5,1425,581-439-8%$4.2M$4.0M-$220.7K2026-11-05
Novem Group
DECREASED5,1385,646-508-9%$4.2M$3.9M-$297.8K2026-10-19
Aviance Capital Partners, LLC
INCREASED5,1275,085+42+1%$3.8M$3.9M+$112.8K2026-10-29
Hurley Capital, LLC
INCREASED5,1135,103+10+0%$3.8M$3.9M+$89.0K2026-11-05
BCM Advisors, LLC
DECREASED5,1115,771-660-11%$4.3M$3.9M-$401.9K2026-11-03
Leeward Financial Partners, LLC
UNCHANGED5,1115,11100%$3.8M$3.9M+$81.1K2026-10-23
Eagle Wealth Strategies LLC
INCREASED5,0915,077+14+0%$3.8M$3.9M+$91.3K2026-10-20
Mlp3, LLC
INCREASED5,0875,024+63+1%$3.8M$3.9M+$128.0K2026-10-22
Davidson Trust Co
INCREASED5,0794,969+110+2%$3.7M$3.9M+$162.7K2026-10-09
Pavion Blue Capital, LLC
INCREASED5,0775,051+26+1%$3.8M$3.9M+$99.9K2026-11-05
Welch Group, LLC
DECREASED5,0707,346-2,276-31%$5.5M$3.9M-$1.6M2026-10-29
BCS Wealth Management
INCREASED5,0655,036+29+1%$3.8M$3.9M+$102.1K2026-11-03
One River Asset Management, LLC
DECREASED5,06212,856-7,794-61%$9.6M$3.9M-$5.7M2026-10-21
Epiq Partners, LLC
INCREASED5,0545,048+6+0%$3.8M$3.9M+$84.6K2026-10-07
Madrid Wealth Management, LLC
INCREASED5,0535,043+10+0%$3.8M$3.9M+$87.4K2026-10-23
Rede Wealth, LLC
DECREASED5,0325,179-147-3%$3.9M$3.8M-$29.7K2026-10-22
Mirador Capital Partners LP
INCREASED5,0274,988+39+1%$3.7M$3.8M+$108.8K2026-10-09
Parkside Investments, LLC
DECREASED5,0188,418-3,400-40%$6.3M$3.8M-$2.5M2026-10-20
BankPlus Wealth Management LLC
DECREASED5,0135,102-89-2%$3.8M$3.8M+$12.5K2026-10-13
Builder Investment Group Inc
INCREASED5,0114,920+91+2%$3.7M$3.8M+$147.5K2026-10-22
Advisor OS, LLC
DECREASED4,9957,343-2,348-32%$5.5M$3.8M-$1.7M2026-11-03
Nfsg Corp
INCREASED4,9934,884+109+2%$3.6M$3.8M+$160.9K2026-10-15
Hegarty Advisors, LLC
INCREASED4,9763,389+1,587+47%$2.5M$3.8M+$1.3M2026-10-20
Parcion Private Wealth LLC
DECREASED4,9745,299-325-6%$4.0M$3.8M-$164.0K2026-10-28
Noesis Capital Mangement Corp
INCREASED4,9724,883+89+2%$3.6M$3.8M+$144.7K2026-10-26
Foresight Capital Management Advisors, Inc.
DECREASED4,9575,057-100-2%$3.8M$3.8M+$3.9K2026-10-27
Private Wealth Group, LLC
DECREASED4,9454,994-49-1%$3.7M$3.8M+$41.8K2026-10-19
Patton Albertson Miller Group, LLC
DECREASED4,9395,138-199-4%$3.8M$3.8M-$69.9K2026-10-26
Equita Financial Network, Inc.
INCREASED4,9384,909+29+1%$3.7M$3.8M+$100.0K2026-10-19
Verus Financial Partners, Inc.
INCREASED4,9294,926+3+0%$3.7M$3.8M+$80.2K2026-10-29
Parisi Gray Wealth Management
INCREASED4,9264,916+10+0%$3.7M$3.8M+$86.1K2026-10-16
Goldstein Advisors, LLC
DECREASED4,8965,154-258-5%$3.8M$3.7M-$115.0K2026-10-15
Sierra Summit Advisors LLC
DECREASED4,8875,070-183-4%$3.8M$3.7M-$59.2K2026-10-28
Hilltop National Bank
DECREASED4,8805,087-207-4%$3.8M$3.7M-$77.2K2026-10-14
Pennsylvania Capital Management Inc
UNCHANGED4,8634,86300%$3.6M$3.7M+$77.1K2026-11-05
Integrated Financial Solutions, Inc.
DECREASED4,8585,011-153-3%$3.7M$3.7M-$36.8K2026-10-09
Main Street Group, LTD
DECREASED4,8525,000-148-3%$3.7M$3.7M-$34.3K2026-10-28
Rydar Equities, Inc.
INCREASED4,8434,602+241+5%$3.4M$3.8M+$322.2K2026-10-13
Trust Co of the South
DECREASED4,7894,935-146-3%$3.7M$3.7M-$33.1K2026-10-21
Evergreen Advisors, LLC
INCREASED4,7814,538+243+5%$3.4M$3.6M+$257.3K2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED4,7784,352+426+10%$3.2M$3.6M+$394.2K2026-10-14
Value Investment Professionals, LLC
INCREASED4,7764,767+9+0%$3.6M$3.6M+$82.4K2026-10-13
LVW Advisors, LLC
DECREASED4,7724,842-70-1%$3.6M$3.6M+$23.2K2026-10-19
Clarity Capital Advisors, LLC
INCREASED4,7634,760+3+0%$3.6M$3.6M+$77.7K2026-10-27
Peterson Wealth Services
INCREASED4,7554,743+12+0%$3.5M$3.6M+$84.1K2026-10-26
Compass Wealth Management LLC
DECREASED4,7514,754-30%$3.6M$3.6M+$73.2K2026-10-22
Bernardo Wealth Planning LLC
INCREASED4,7502,406+2,344+97%$1.8M$3.6M+$1.8M2026-10-23
Armstrong Henry H Associates Inc
INCREASED4,7424,741+1+0%$3.5M$3.6M+$75.5K2026-10-07
Baldwin Wealth Partners LLC
INCREASED4,7373,512+1,225+35%$2.6M$3.6M+$989.9K2026-10-13
Fund Evaluation Group, LLC
NEW4,729—+4,729——$3.6M—2026-11-05
Braun Stacey Associates Inc
DECREASED4,7244,904-180-4%$3.7M$3.6M-$59.5K2026-10-19
Key Capital Management, Inc
INCREASED4,7201,731+2,989+173%$1.3M$3.6M+$2.3M2026-11-03
Virtue Asset Management LLC
INCREASED4,7184,675+43+1%$3.5M$3.6M+$106.6K2026-10-21
Weinberger Asset Management, Inc
UNCHANGED4,7114,71100%$3.5M$3.6M+$73.5K2026-10-28
Omega Financial Group, LLC
DECREASED4,6804,897-217-4%$3.7M$3.6M-$87.7K2026-10-29
Financial Enhancement Group LLC
DECREASED4,6684,883-215-4%$3.6M$3.6M-$18.4K2026-10-08
Spectrum Wealth Advisory Group, LLC
INCREASED4,6354,543+92+2%$3.4M$3.5M+$142.2K2026-10-29
Raab & Moskowitz Asset Management LLC
DECREASED4,6345,084-450-9%$3.8M$3.5M-$262.3K2026-11-02
Asset Allocation & Management Company, LLC
UNCHANGED4,6314,63100%$3.5K$3.5K+$742026-10-13
JSF Financial, LLC
DECREASED4,6305,073-443-9%$3.8M$3.5M-$257.5K2026-10-22
EdgeRock Capital LLC
DECREASED4,6184,666-48-1%$3.5M$3.5M+$37.3K2026-11-03
1834 Investment Advisors Co
DECREASED4,6124,632-200%$3.5M$3.5M+$58.4K2026-10-16
Integral Investment Advisors, Inc.
DECREASED4,6094,673-64-1%$3.5M$3.5M+$25.3K2026-11-03
Calder Financial LLC
DECREASED4,6094,635-26-1%$3.5M$3.5M+$53.6K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED4,5824,815-233-5%$3.6M$3.5M-$101.1K2026-10-26
Kelsey Financial, LLC
INCREASED4,5764,388+188+4%$3.3M$3.5M+$213.2K2026-10-28
Impact Capital Partners LLC
INCREASED4,5714,165+406+10%$3.1M$3.5M+$375.7K2026-10-22
Mitchell Sinkler & Starr
INCREASED4,5604,545+15+0%$3.4M$3.5M+$83.5K2026-10-13
Washington Trust Bank
DECREASED4,5584,651-93-2%$3.5M$3.5M+$2.8K2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED4,5545,157-603-12%$3.9M$3.5M-$378.2K2026-10-30
TPG Advisors LLC
INCREASED4,5544,549+5+0%$3.4M$3.5M+$76.3K2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED4,5544,553+1+0%$3.4M$3.5M+$72.5K2026-11-04
Fortress Financial Group, LLC
INCREASED4,5514,542+9+0%$3.4M$3.5M+$78.7K2026-10-21
Aurelius Family Office LLC
DECREASED4,5504,556-60%$3.4M$3.5M+$67.7K2026-10-23
Global Assets Advisory, LLC
INCREASED4,5494,488+61+1%$3.4M$3.5M+$168.1K2026-10-28
Axiom Investment Management LLC
DECREASED4,5494,567-180%$3.4M$3.5M+$58.8K2026-11-03
Harmony Asset Management LLC
DECREASED4,5335,052-519-10%$3.8M$3.5M-$315.7K2026-10-20
Intelligence Driven Advisers, LLC
DECREASED4,5324,694-162-3%$3.5M$3.5M-$48.9K2026-10-09
Omni 360 Wealth, Inc.
INCREASED4,5214,454+67+2%$3.3M$3.4M+$121.2K2026-10-13
Merrion Investment Management Co, LLC
DECREASED4,5154,530-150%$3.4M$3.4M+$60.4K2026-10-16
Trust Co of Toledo NA
UNCHANGED4,5074,50700%$3.4M$3.4M+$71.5K2026-10-16
Harbour Capital Advisors, LLC
UNCHANGED4,4994,49900%$3.4M$3.4M+$34.6K2026-10-13
Bangor Savings Bank
DECREASED4,4905,095-605-12%$3.8M$3.4M-$380.6K2026-10-06
October Effect Ltd
INCREASED4,4734,095+378+9%$3.1M$3.4M+$353.2K2026-10-20
MSH Capital Advisors LLC
DECREASED4,4694,667-198-4%$3.5M$3.4M-$77.1K2026-11-03
MPS Loria Financial Planners, LLC
DECREASED4,4624,545-83-2%$3.4M$3.4M+$8.4K2026-10-14
Charles Schwab Trust Co
DECREASED4,4607,653-3,193-42%$5.7M$3.4M-$2.3M2026-10-15
Power Wealth Management LLC
DECREASED4,4564,462-60%$3.3M$3.4M+$66.2K2026-10-27
Vericrest Private Wealth
DECREASED4,4464,461-150%$3.3M$3.4M+$59.5K2026-10-21
Arbor Wealth Advisors LLC
UNCHANGED4,4414,44100%$3.3M$3.4M+$70.4K2026-10-09
Wedgewood Investors Inc
INCREASED4,4363,847+589+15%$2.9M$3.4M+$510.2K2026-10-28
Telos Capital Management, Inc.
INCREASED4,4314,110+321+8%$3.1M$3.4M+$310.1K2026-11-02
Trilogy Capital Inc.
DECREASED4,4284,785-357-7%$3.6M$3.4M-$196.9K2026-10-20
SkyOak Wealth, LLC
INCREASED4,4204,405+15+0%$3.3M$3.4M+$81.2K2026-10-28
RED Lighthouse Investment Management, LLC
UNCHANGED4,4174,41700%$3.3M$3.4M+$70.1K2026-11-02
Affinity Capital Advisors, LLC
DECREASED4,4044,465-61-1%$3.4M$3.4M+$74.3K2026-10-13
Bull Street Advisors, LLC
UNCHANGED4,3824,38200%$3.3M$3.3K-$3.3M2026-10-20
Comprehensive Financial Planning, Inc.
INCREASED4,3744,248+126+3%$3.2M$3.3M+$163.9K2026-10-27
Private Capital Advisors, Inc.
INCREASED4,3694,326+43+1%$3.2M$3.3M+$101.4K2026-10-06
Eagle Rock Investment Company, LLC
INCREASED4,3603,706+654+18%$2.8M$3.3M+$557.5K2026-10-21
Fortem Financial Group, LLC
INCREASED4,3604,272+88+2%$3.2M$3.3M+$134.9K2026-10-20
Adkins Seale Capital Management LLC
DECREASED4,3474,414-67-2%$3.3M$3.3M+$19.1K2026-10-27
Flagstar Securities, Inc
INCREASED4,3394,254+85+2%$3.2M$3.3M+$132.3K2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED4,3354,276+59+1%$3.2M$3.3M+$113.1K2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED4,3314,521-190-4%$3.4M$3.3M-$72.7K2026-10-21
White Lighthouse Investment Management Inc.
DECREASED4,3304,533-203-4%$3.4M$3.3M-$82.6K2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED4,3294,327+2+0%$3.2M$3.3M+$69.7K2026-10-16
Yankcom Partnership
INCREASED4,3244,288+36+1%$3.2M$3.3M+$95.5K2026-10-15
WealthSpring Partners, LLC
DECREASED4,3224,413-91-2%$3.3M$3.3M+$8532026-10-14
Blue Zone Wealth Advisors, LLC
INCREASED4,3143,500+814+23%$2.6M$3.3M+$676.3K2026-10-19
Davidson Kahn Capital Management, LLC
INCREASED4,3124,285+27+1%$3.2M$3.3M+$88.8K2026-10-26
Bluedoor Private Wealth, LLC
INCREASED4,3074,274+33+1%$3.2M$3.3M+$92.6K2026-11-05
RIA Advisory Group LLC
DECREASED4,3015,061-760-15%$3.8M$3.3M-$498.7K2026-10-15
Gradient Investments LLC
INCREASED4,2993,955+344+9%$3.0M$3.3M+$325.2K2026-10-08
Kelleher Financial Advisors
DECREASED4,29810,807-6,509-60%$8.1M$3.3M-$4.8M2026-10-30
Cooper S Advisors, LLC
DECREASED4,2904,350-60-1%$3.2M$3.3M+$23.1K2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED4,2904,282+8+0%$3.2M$3.3M+$74.0K2026-10-30
Shaker Financial Services, LLC
DECREASED4,2864,290-40%$3.2M$3.3M+$64.9K2026-10-14
Tortuga Wealth Management, Inc
DECREASED4,2744,656-382-8%$3.5M$3.3M-$210.8K2026-10-27
Ironwood Financial, llc
DECREASED4,2644,384-120-3%$3.3M$3.3M-$32.7K2026-10-20
Investors Asset Management of Georgia Inc
INCREASED4,2634,030+233+6%$3.0M$3.3M+$241.2K2026-10-20
Meyer Handelman Co
INCREASED4,2524,247+5+0%$3.2M$3.2M+$78.3K2026-10-28
Madrona Financial Services, LLC
DECREASED4,2464,451-205-5%$3.3M$3.2M-$85.7K2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED4,2434,337-94-2%$3.2M$3.2M-$2.7K2026-11-03
Oarsman Capital, Inc.
INCREASED4,2334,204+29+1%$3.1M$3.2M+$88.9K2026-11-05
Old Peak Finance LLC
UNCHANGED4,2334,23300%$3.2M$3.2M+$67.2K2026-11-02
BNC Wealth Management, LLC
DECREASED4,2294,246-170%$3.2M$3.2M+$54.6K2026-10-19
Fiduciary Financial Group, LLC
UNCHANGED4,2184,21800%$3.1M$3.2M+$67.0K2026-10-13
Mcdaniel Terry & Co
UNCHANGED4,2184,21800%$3.1M$3.2M+$66.9K2026-11-05
Summit Wealth Group LLC / Co
INCREASED4,2072,451+1,756+72%$1.8M$3.2M+$1.4M2026-10-29
Tufton Capital Management
INCREASED4,2014,162+39+1%$3.1M$3.2K-$3.1M2026-10-20
Bradley & Co. Private Wealth Management, LLC
DECREASED4,1964,231-35-1%$3.2M$3.2M+$32.3K2026-10-23
Green Ridge Wealth Planning LLC
INCREASED4,1724,141+31+1%$3.1M$3.2M+$89.6K2026-10-08
American Capital Advisory, LLC
DECREASED4,1714,211-40-1%$3.1M$3.2M+$36.4K2026-10-28
Grange Capital, LLC
INCREASED4,1593,937+222+6%$2.9M$3.2M+$232.1K2026-10-20
Sterling Investment Counsel, LLC
INCREASED4,1504,067+83+2%$3.0M$3.2M+$127.8K2026-10-19
Stone Summit Wealth LLC
DECREASED4,1454,190-45-1%$3.1M$3.2M+$32.1K2026-10-14
Center for Financial Planning, Inc.
DECREASED4,1334,261-128-3%$3.2M$3.2M-$30.0K2026-10-26
Agate Pass Investment Management, LLC
INCREASED4,1283,327+801+24%$2.5M$3.1M+$663.5K2026-10-20
CapWealth Advisors, LLC
INCREASED4,1263,344+782+23%$2.5M$3.1M+$649.4K2026-10-05
Aull & Monroe Investment Management Corp
DECREASED4,1244,154-30-1%$3.1M$3.1M+$43.0K2026-10-16
Dala Group, LLC
DECREASED4,1174,535-418-9%$3.4M$3.1M-$246.8K2026-10-29
Midwest Financial Group LLC
DECREASED4,1094,282-173-4%$3.2M$3.1M-$64.5K2026-10-15
Independent Wealth Advisors LLC
DECREASED4,1024,513-411-9%$3.4M$3.1M-$242.2K2026-10-27
United Advisor Group, LLC
INCREASED4,1013,841+260+7%$2.9M$3.1M+$259.6K2026-11-03
Alpha Wealth Funds, LLC
DECREASED4,0975,103-1,006-20%$3.8M$3.1M-$685.7K2026-11-05
Arch Global Advisors, LLC
DECREASED4,0924,123-31-1%$3.1M$3.1M+$41.9K2026-10-23
Wallington Asset Management, LLC
DECREASED4,0924,107-150%$3.1M$3.1M+$53.7K2026-11-04
General Partner, Inc.
UNCHANGED4,0884,08800%$3.1M$3.1M+$64.8K2026-10-05
Rockwood Wealth Management, LLC
DECREASED4,0874,622-535-12%$3.5M$3.1M-$334.7K2026-10-27
UMB Private Wealth Management, LLC
NEW4,080—+4,080——$3.1M—2026-10-19
Transce3nd, LLC
INCREASED4,0632,702+1,361+50%$2.0M$3.1M+$1.1M2026-10-26
Longview Financial Advisors, Inc.
DECREASED4,0494,483-434-10%$3.3M$3.1M-$259.4K2026-10-09
Richmond Investment Services, LLC
DECREASED4,0414,184-143-3%$3.1M$3.1M-$43.1K2026-10-29
Pacific Wealth Strategies Group, Inc.
DECREASED4,0325,580-1,548-28%$4.2M$3.1M-$1.1M2026-11-02
Fulton Bank, N.A.
INCREASED4,0233,723+300+8%$2.8M$3.1M+$287.8K2026-10-14
Spring Capital Management, LLC
UNCHANGED4,0044,00400%$3.0M$3.1M+$63.5K2026-10-09
Uptown Financial Advisors LLC
INCREASED3,9993,624+375+10%$2.7M$3.0M+$343.7K2026-10-15
Traphagen Investment Advisors LLC
INCREASED3,9903,939+51+1%$2.9M$3.0M+$100.7K2026-10-14
McBroom & Associates, LLC
INCREASED3,9863,152+834+26%$2.4M$3.0M+$686.0K2026-10-29
Register Financial Advisors LLC
INCREASED3,9713,879+92+2%$2.9M$3.0M+$132.0K2026-10-23
Chickasaw Capital Management LLC
INCREASED3,9593,530+429+12%$2.6K$3.0M+$3.0M2026-10-08
WealthPoint Financial, LLC
DECREASED3,9554,549-594-13%$3.4M$3.0M-$380.9K2026-11-03
MW Advisory, LLC
DECREASED3,9394,758-819-17%$3.6M$3.0M-$549.2K2026-10-19
Maia Wealth LLC
INCREASED3,9383,456+482+14%$2.6M$3.0M+$422.8K2026-10-19
Freestate Advisors LLC
DECREASED3,9324,958-1,026-21%$3.7M$3.0M-$704.0K2026-10-09
Olistico Wealth, LLC
DECREASED3,9323,935-30%$2.9M$3.0M+$60.2K2026-10-05
Zevenbergen Capital Investments LLC
UNCHANGED3,9313,93100%$2.9M$3.0M+$63.1K2026-10-08
First County Bank
DECREASED3,9213,931-100%$2.9M$3.0M+$54.7K2026-10-13
Client First Capital LLC
INCREASED3,920435+3,485+801%$324.5K$3.0M+$2.7M2026-10-22
Upper Left Wealth Management, LLC
INCREASED3,9173,178+739+23%$2.4M$3.0M+$613.7K2026-10-14
Manchester Financial Inc
INCREASED3,9023,850+52+1%$2.9M$3.0M+$100.7K2026-10-15
Chung Wu Investment Group, LLC
INCREASED3,9003,880+20+1%$2.9M$3.0M+$76.8K2026-11-03
Burford Brothers, Inc.
DECREASED3,8863,892-60%$2.9M$3.0M+$57.2K2026-10-21
Investment Partners, Ltd.
INCREASED3,8771,682+2,195+131%$1.3M$3.0M+$1.7M2026-10-29
Gainline Financial Partners, LLC
INCREASED3,8693,738+131+4%$2.8M$3.0M+$159.0K2026-10-15
Williams & Novak Wealth Management, LLC
INCREASED3,8663,767+99+3%$2.8M$2.9M+$135.2K2026-10-09
Burney Co/
INCREASED3,8523,770+82+2%$2.8M$2.9M+$122.2K2026-10-15
Sawgrass Asset Management LLC
UNCHANGED3,8453,84500%$2.9M$2.9M+$61.0K2026-11-03
Cambridge Advisors Inc.
INCREASED3,8273,786+41+1%$2.8M$2.9M+$91.4K2026-10-19
Integrity Wealth Partners, LLC
NEW3,825—+3,825——$2.9M—2026-10-14
Yardley Wealth Management LLC
UNCHANGED3,8123,81200%$2.8M$2.9M+$60.6K2026-10-23
Sugar Maple Asset Management, LLC
DECREASED3,8034,053-250-6%$3.0M$2.9M-$126.4K2026-10-13
Renaissance Investment Group LLC
INCREASED3,7973,521+276+8%$2.6M$2.9M+$266.7K2026-10-28
Bright Financial Advisors, Inc.
DECREASED3,7963,831-35-1%$2.9M$2.9M+$33.8K2026-10-23
Optima Capital LLC
DECREASED3,7837,086-3,303-47%$5.3M$2.9M-$2.4M2026-10-29
James Investment Research, Inc.
INCREASED3,7823,769+13+0%$2.8M$2.9M+$69.7K2026-10-22
Tactive Advisors, LLC
DECREASED3,7764,524-748-17%$3.4M$2.9M-$498.9K2026-10-08
Sheets Smith Wealth Management
INCREASED3,7723,737+35+1%$2.8M$2.9M+$85.8K2026-10-16
Westside Investment Management, Inc.
DECREASED3,7693,994-225-6%$3.0M$2.9M-$107.0K2026-11-02
Able Wealth Management LLC
DECREASED3,7663,956-190-5%$3.0M$2.9M-$36.1K2026-10-13
Pacific Center for Financial Services
DECREASED3,7573,781-24-1%$2.8M$2.9M+$41.8K2026-10-15
Redwood Family Wealth LLC
INCREASED3,7543,745+9+0%$2.8M$2.9M+$65.9K2026-10-20
Kornitzer Capital Management Inc
DECREASED3,7473,882-135-3%$2.9M$2.9M-$41.4K2026-11-03
Middleton & Co Inc
UNCHANGED3,7423,74200%$2.8M$2.9M+$59.3K2026-10-23
Sculati Wealth Management, LLC
DECREASED3,7403,766-26-1%$2.8M$2.9M+$110.9K2026-10-19
SYM Financial Corp
INCREASED3,7373,410+327+10%$2.5M$2.9M+$303.5K2026-10-26
Cadinha & Co LLC
DECREASED3,7373,802-65-2%$2.8M$2.8M+$10.7K2026-10-22
ICW Investment Advisors LLC
DECREASED3,7343,756-22-1%$2.8M$2.8M+$42.9K2026-10-27
Silvia Mccoll Wealth Management, LLC
DECREASED3,7253,750-25-1%$2.8M$2.8M+$40.4K2026-10-07
MV Capital Management, Inc.
DECREASED3,7233,773-50-1%$2.8M$2.8M+$21.7K2026-10-29
Heck Capital Advisors, LLC
INCREASED3,7181,614+2,104+130%$1.2M$2.8M+$1.6M2026-10-14
Crown Wealth Group, LLC
INCREASED3,7023,265+437+13%$2.4M$2.8M+$384.9K2026-10-19
Worth Financial Advisory Group, LLC
DECREASED3,7014,073-372-9%$3.0M$2.8M-$219.1K2026-10-19
Hughes Financial Services, LLC
DECREASED3,6953,764-69-2%$2.8M$2.8M+$31.9K2026-10-30
Lazari Capital Management, Inc.
INCREASED3,6753,674+1+0%$2.7M$2.8M+$58.6K2026-10-20
Junk Investment Group, LLC
INCREASED3,6743,169+505+16%$2.4M$2.8M+$435.5K2026-10-19
Milestone Asset Management, LLC
DECREASED3,66918,489-14,820-80%$13.8M$2.8M-$11.0M2026-10-15
Financial Synergies Wealth Advisors, Inc.
INCREASED3,6682,627+1,041+40%$2.0M$2.8M+$835.7K2026-10-16
Pictet North America Advisors SA
UNCHANGED3,6623,66200%$2.7M$2.8M+$58.1K2026-10-21
Jnba Financial Advisors
INCREASED3,6603,605+55+2%$2.7M$2.8M+$99.1K2026-11-03
Santori & Peters, Inc.
DECREASED3,6603,711-51-1%$2.8M$2.8M+$20.6K2026-10-26
Net Worth Advisory Group
DECREASED3,6523,690-38-1%$2.8M$2.8M+$34.8K2026-10-20
Grove Street Fiduciary, LLC
UNCHANGED3,6513,65100%$2.7M$2.8M+$57.9K2026-10-13
RTD Financial Advisors, Inc.
DECREASED3,6453,760-115-3%$2.8M$2.8M-$28.1K2026-10-09
TBH Global Asset Management, LLC
DECREASED3,6334,171-538-13%$3.1M$2.8M-$343.9K2026-11-03
Riggs Asset Managment Co. Inc.
INCREASED3,6092,521+1,088+43%$1.9M$2.8M+$869.7K2026-11-05
Meridian Investment Counsel Inc.
DECREASED3,6094,137-528-13%$3.1M$2.8M-$337.1K2026-10-14
Blueline Advisors LLC
UNCHANGED3,6053,60500%$2.7M$2.7M+$57.2K2026-10-15
J.P. Marvel Investment Advisors, LLC
INCREASED3,6013,582+19+1%$2.7M$2.7M+$71.3K2026-11-02
Gibson Capital, LLC
NEW3,595—+3,595——$2.7M—2026-10-23
Riverbridge Partners LLC
INCREASED3,5941,694+1,900+112%$1.3M$2.7M+$1.5M2026-11-05
Chemistry Wealth Management LLC
INCREASED3,5873,572+15+0%$2.7M$2.7M+$67.9K2026-10-16
Financial Council, LLC
DECREASED3,5813,592-110%$2.7M$2.7M+$48.4K2026-11-02
CFC Planning Co LLC
DECREASED3,5613,725-164-4%$2.8M$2.7M-$65.8K2026-10-28
Merkkuri Wealth Advisors LLC
DECREASED3,5544,283-729-17%$3.2M$2.7M-$487.8K2026-11-03
Lionshead Wealth Management, LLC
DECREASED3,5493,591-42-1%$2.7M$2.7M+$24.9K2026-10-21
Sendero Wealth Management, LLC
INCREASED3,5481,751+1,797+103%$1.3M$2.7M+$1.4M2026-10-14
Coyle Financial Counsel LLC
INCREASED3,5393,371+168+5%$2.5M$2.7M+$181.3K2026-10-28
Droms Strauss Advisors Inc
DECREASED3,5363,828-292-8%$2.9M$2.7M-$162.0K2026-11-03
Odyssey Capital Advisors, Inc.
INCREASED3,5343,182+352+11%$2.4M$2.7M+$318.8K2026-10-26
Wagner Wealth Management, LLC
INCREASED3,5273,415+112+3%$2.6M$2.7M+$139.8K2026-10-21
River Street Advisors LLC
DECREASED3,5173,533-160%$2.6M$2.7M+$43.8K2026-10-22
Roberts Wealth Advisors, LLC
DECREASED3,5163,634-118-3%$2.7M$2.7M-$32.4K2026-10-14
Ridgecrest Wealth Partners, LLC
UNCHANGED3,5153,51500%$2.6M$2.7M+$55.7K2026-10-19
Fulcrum Asset Management LLP
NEW3,512—+3,512——$2.7M—2026-11-04
GR Financial Group, LLC
DECREASED3,5023,573-71-2%$2.7M$2.7M+$2.7K2026-10-27
Erickson Financial Group, LLC
DECREASED3,5013,567-66-2%$2.7M$2.7M+$6.2K2026-11-05
Cranbrook Wealth Management, LLC
DECREASED3,4993,691-192-5%$2.8M$2.7M-$87.5K2026-10-28
Schorn Wealth LLC
DECREASED3,4923,878-386-10%$2.9M$2.7M-$232.7K2026-10-14
Lmcg Investments, LLC
DECREASED3,4823,600-118-3%$2.7M$2.7M-$32.9K2026-10-21
Entrewealth, LLC
INCREASED3,4782,313+1,165+50%$1.8M$2.7M+$874.7K2026-10-14
Diesslin Group, Inc.
INCREASED3,4703,317+153+5%$2.5M$2.6M+$169.7K2026-10-14
Synergy Asset Management, LLC
INCREASED3,4663,462+4+0%$2.6M$2.6M+$58.0K2026-11-05
Lawson Kroeker Investment Management Inc
INCREASED3,4592,315+1,144+49%$1.7M$2.6M+$909.2K2026-10-22
WoodTrust Financial Corp
INCREASED3,4572,527+930+37%$1.9M$2.6K-$1.9M2026-10-09
Haven Private, LLC
DECREASED3,4553,466-110%$2.6M$2.6M+$46.6K2026-10-27
Powell Investment Advisors, LLC
DECREASED3,4483,505-57-2%$2.6M$2.6M+$11.8K2026-10-22
Tritonpoint Wealth, LLC
UNCHANGED3,4483,44800%$2.6M$2.6M+$54.7K2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED3,4463,443+3+0%$2.6M$2.6M+$56.5K2026-11-02
Violich Capital Management, Inc.
INCREASED3,4443,381+63+2%$2.5M$2.6M+$101.5K2026-10-05
Hoese & Co LLP
UNCHANGED3,4413,44100%$2.6M$2.6M+$54.6K2026-10-21
Pathway Financial Advisers, LLC
INCREASED3,4363,370+66+2%$2.5M$2.6M+$103.8K2026-10-27
Optimist Retirement Group LLC
INCREASED3,4343,404+30+1%$2.5M$2.6M+$76.8K2026-10-30
Farmers & Merchants Trust Co of Long Beach
DECREASED3,4323,472-40-1%$2.6M$2.6M+$24.6K2026-10-22
Founders Financial Securities LLC
UNCHANGED3,4323,43200%$2.6M$2.6M+$54.7K2026-10-28
Delta Capital Management LLC
UNCHANGED3,4103,41000%$2.5K$2.6K+$552026-10-16
Victory Financial Group, LLC
INCREASED3,4032,898+505+17%$2.2M$2.6M+$431.7K2026-10-27
Great Diamond Partners, LLC
INCREASED3,3882,770+618+22%$2.1M$2.6M+$515.3K2026-10-13
Moneywise, Inc.
DECREASED3,38123,276-19,895-85%$17.4M$2.6M-$14.8M2026-10-30
Valley National Advisers Inc
DECREASED3,3803,393-130%$2.5M$2.6M+$43.3K2026-10-23
Trinity Wealth Management, LLC
NEW3,378—+3,378——$2.6M—2026-10-13
Syntax Research, Inc.
INCREASED3,3693,364+5+0%$2.5M$2.6M+$57.1K2026-11-04
Cottage Street Advisors LLC
DECREASED3,3663,895-529-14%$2.9M$2.6M-$341.8K2026-10-19
TFC Financial Management, Inc.
INCREASED3,3593,357+2+0%$2.5M$2.6M+$55.1K2026-10-26
Winebrenner Capital Management LLC
DECREASED3,3583,465-107-3%$2.6M$2.6M-$26.4K2026-10-07
Blvd Private Wealth, LLC
DECREASED3,3583,455-97-3%$2.6M$2.6M-$19.2K2026-10-14
Members Wealth LLC
DECREASED3,3573,401-44-1%$2.5M$2.6M+$69.7K2026-10-20
ICG Advisors, LLC
DECREASED3,3563,716-360-10%$2.8M$2.6M-$215.9K2026-10-20
Grandfield & Dodd, LLC
DECREASED3,3493,460-111-3%$2.6M$2.6M-$29.8K2026-10-29
Randolph Co Inc
UNCHANGED3,3373,33700%$2.5M$2.5M+$52.9K2026-10-23
Ebert Capital Management Inc.
DECREASED3,3233,331-80%$2.5M$2.5M+$46.7K2026-10-08
Founders Grove Wealth Partners, LLC
DECREASED3,3143,322-80%$2.5M$2.5M+$46.6K2026-10-16
Community Financial Services Group, LLC
DECREASED3,3043,391-87-3%$2.5M$2.5M-$4.6K2026-10-15
Ahara Advisors LLC
INCREASED3,2942,694+600+22%$2.0M$2.5M+$500.3K2026-10-29
Tableaux LLC
DECREASED3,2883,303-150%$2.5M$2.5M+$40.4K2026-10-23
AMI Asset Management Corp
INCREASED3,2753,085+190+6%$2.3M$2.5M+$193.6K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED3,2693,317-48-1%$2.5M$2.5M+$16.2K2026-10-20
Centerpoint Advisors, LLC
INCREASED3,2642,962+302+10%$2.2M$2.5K-$2.2M2026-11-05
Valley Wealth Managers, Inc.
DECREASED3,2593,272-130%$2.4M$2.5M+$42.0K2026-10-09
Occidental Asset Management, LLC
UNCHANGED3,2563,25600%$2.4M$2.5M+$51.9K2026-11-05
Aegis Wealth Management, Inc.
DECREASED3,2463,421-175-5%$2.6M$2.5M-$79.1K2026-10-26
Revisor Wealth Management LLC
DECREASED3,2453,504-259-7%$2.6M$2.5M-$141.7K2026-10-20
Clearview Wealth Management LLC
DECREASED3,2436,055-2,812-46%$4.5M$2.5M-$2.0M2026-10-16
Aire Advisors, LLC
INCREASED3,2433,235+8+0%$2.4M$2.5M+$57.5K2026-10-22
Shaker Investments LLC
INCREASED3,2412,964+277+9%$2.2M$2.5M+$257.8K2026-11-05
Petersen Hastings Wealth Advisors Inc.
INCREASED3,2263,219+7+0%$2.4M$2.5M+$56.4K2026-10-27
Auour Investments LLC
DECREASED3,2253,414-189-6%$2.5M$2.5M-$89.4K2026-10-28
Spectrum Asset Management, Inc. (NB )
DECREASED3,2213,224-30%$2.4M$2.5M+$48.2K2026-10-19
Chapin Davis, Inc.
DECREASED3,2203,339-119-4%$2.5M$2.5M-$38.4K2026-10-09
Liberty Capital Management, Inc.
UNCHANGED3,2183,21800%$2.4M$2.5M+$51.2K2026-11-02
Tannin Capital LLC
DECREASED3,2133,214-10%$2.4M$2.5M+$50.2K2026-11-05
Culbertson A N & Co Inc
DECREASED3,2083,249-41-1%$2.4M$2.4M+$20.3K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED3,2052,549+656+26%$1.9M$2.4M+$540.0K2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED3,2053,20500%$2.4M$2.4M+$50.9K2026-10-27
Warren Street Wealth Advisors, LLC
INCREASED3,2003,198+2+0%$2.4M$2.4M+$51.9K2026-11-04
SP Asset Management LLC
DECREASED3,1883,200-120%$2.4M$2.4M+$41.1K2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED3,1813,076+105+3%$2.3M$2.4M+$128.4K2026-10-16
Wealth Group Ltd
INCREASED3,1743,137+37+1%$2.3M$2.4M+$100.2K2026-10-07
North Berkeley Wealth Management, LLC
INCREASED3,1673,158+9+0%$2.4M$2.4M+$56.8K2026-11-02
Bayshore Capital Advisors, LLC
UNCHANGED3,1553,15500%$2.4M$2.4M+$50.0K2026-11-02
Elevatus Welath Management
INCREASED3,1473,007+140+5%$2.2M$2.4M+$153.6K2026-10-19
Stevens Capital Partners
INCREASED3,1443,129+15+0%$2.3M$2.4M+$61.0K2026-10-29
Core Wealth Partners LLC
INCREASED3,1432,511+632+25%$1.9M$2.4M+$522.1K2026-11-02
Lionsbridge Wealth Management LLC
INCREASED3,1332,358+775+33%$1.8M$2.4M+$628.4K2026-10-26
Banta Asset Management LP
INCREASED3,1332,958+175+6%$2.2M$2.4M+$180.4K2026-11-02
Sentry LLC
INCREASED3,1303,113+17+1%$2.3M$2.4M+$62.3K2026-10-30
Buckhead Capital Management LLC
DECREASED3,1283,205-77-2%$2.4M$2.4M-$8.4K2026-11-03
CFS Investment Advisory Services, LLC
UNCHANGED3,1273,12700%$2.3M$2.4M+$107.3K2026-10-19
Arwa LLC
DECREASED3,1153,596-481-13%$2.7M$2.4M-$275.7K2026-10-21
Winthrop Capital Management, LLC
INCREASED3,1093,108+1+0%$2.3M$2.4M+$49.9K2026-11-05
Selective Wealth Management, Inc.
DECREASED3,0943,107-130%$2.3M$2.4M+$78.1K2026-10-16
Fairman Group, LLC
INCREASED3,0932,374+719+30%$1.8M$2.4M+$587.6K2026-10-26
SJS Investment Consulting Inc.
INCREASED3,0922,288+804+35%$1.7M$2.4M+$649.3K2026-10-26
Ascentis Wealth Management, LLC
INCREASED3,087814+2,273+279%$609.2K$2.4M+$1.7M2026-11-03
Whalen Wealth Management Inc.
INCREASED3,0701,680+1,390+83%$1.3M$2.3M+$1.1M2026-10-08
21 West Wealth Management LLC
UNCHANGED3,0693,06900%$2.3M$2.3M+$48.7K2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED3,0563,05600%$2.3M$2.3M+$48.5K2026-10-05
May Hill Capital, LLC
INCREASED3,0482,927+121+4%$2.2M$2.3M+$138.8K2026-11-03
Means Investment Co., Inc.
DECREASED3,0383,053-150%$2.3M$2.3M+$37.0K2026-11-03
Strategic Advisors LLC
DECREASED3,0173,189-172-5%$2.4M$2.3M-$81.1K2026-10-13
Hall Laurie J Trustee
INCREASED3,0162,977+39+1%$2.2M$2.3M+$77.0K2026-10-06
AM Investment Strategies LLC
UNCHANGED3,0103,01000%$2.2K$2.3K+$482026-11-05
Fiduciary Family Office, LLC
DECREASED3,0033,029-26-1%$2.3M$2.3M+$27.6K2026-11-04
HBW Advisory Services LLC
DECREASED2,9954,104-1,109-27%$3.1M$2.3M-$780.6K2026-10-15
Mainstream Capital Management LLC
DECREASED2,9893,473-484-14%$2.6M$2.3M-$314.0K2026-10-23
Sutton Place Investors LLC
UNCHANGED2,9892,98900%$2.2M$2.3M+$47.4K2026-10-20
Elevated Private Wealth, LLC
INCREASED2,9851,624+1,361+84%$1.2M$2.3M+$1.1M2026-10-15
Shepherd Street Advisors LLC
UNCHANGED2,9852,98500%$2.3M$2.3M+$70.9K2026-10-21
Rudd Co d/b/a Styre Wealth
NEW2,974—+2,974——$2.3M—2026-10-29
Richard P Slaughter Associates Inc
INCREASED2,96857+2,911+5107%$42.3K$2.3M+$2.2M2026-10-13
Ejmk Ventures LLC
DECREASED2,9673,083-116-4%$2.3M$2.3M-$39.7K2026-10-21
Tanager Wealth Management LLP
INCREASED2,9602,707+253+9%$2.0M$2.3M+$236.0K2026-10-19
Cannon Financial Strategists, Inc.
INCREASED2,9592,952+7+0%$2.2M$2.3M+$52.2K2026-10-19
Hippocratic Financial Advisors, LLC
DECREASED2,9572,979-22-1%$2.2M$2.3M+$30.5K2026-10-13
Guardian Asset Advisors, LLC
DECREASED2,9562,963-70%$2.2M$2.3M+$41.2K2026-10-16
Accredited Investor Services, LLC
UNCHANGED2,9552,95500%$2.2M$2.3M+$46.9K2026-10-22
Taylor Financial Group, Inc.
UNCHANGED2,9412,94100%$2.2M$2.2M+$46.6K2026-11-02
Cherry Tree Wealth Management, LLC
DECREASED2,9403,124-184-6%$2.3M$2.2M-$90.7K2026-10-15
Argentarii, LLC
UNCHANGED2,9332,93300%$2.3M$2.2M-$23.3K2026-10-28
Trail Ridge Investment Advisors, LLC
DECREASED2,9232,926-30%$2.2M$2.2M+$44.1K2026-10-16
Alterna Wealth Management, Inc
DECREASED2,9173,997-1,080-27%$3.0M$2.2M-$760.6K2026-10-27
Crossmark Global Holdings, Inc.
INCREASED2,9121,052+1,860+177%$785.4K$2.2M+$1.4M2026-10-21
Tenet Wealth Partners, LLC
DECREASED2,9112,936-25-1%$2.2M$2.2M+$50.0K2026-10-19
Portus Wealth Advisors, LLC
DECREASED2,9043,007-103-3%$2.2M$2.2M-$30.8K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED2,8952,688+207+8%$2.0M$2.2M+$199.9K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED2,8882,870+18+1%$2.1M$2.2M+$59.6K2026-10-28
Brooklyn FI, LLC
INCREASED2,8852,410+475+20%$1.8M$2.2M+$411.1K2026-11-05
Pekin Hardy Strauss, Inc.
INCREASED2,8852,752+133+5%$2.1M$2.2M+$145.5K2026-11-02
Sava Infond d.o.o.
UNCHANGED2,8802,88000%$2.2M$2.2M+$45.7K2026-10-28
Floyd Financial Group LLC
INCREASED2,8532,735+118+4%$2.1M$2.2M+$163.4K2026-10-28
Silverleafe Capital Partners, LLC
INCREASED2,8452,814+31+1%$2.1M$2.2M+$67.8K2026-10-02
Convergence Financial, LLC
DECREASED2,8363,949-1,113-28%$2.9M$2.2M-$786.6K2026-10-27
Plan A Wealth LLC
INCREASED2,8242,005+819+41%$1.5M$2.2M+$657.0K2026-10-08
Westbourne Investment Advisors, Inc.
INCREASED2,8242,652+172+6%$2.0M$2.2M+$173.2K2026-10-20
Aureum Wealth Management, LLC
DECREASED2,8172,829-120%$2.1M$2.1M+$35.7K2026-10-15
Summit Investment Advisory Services, LLC
DECREASED2,8112,881-70-2%$2.2M$2.1M-$7.7K2026-11-03
Lighthouse Financial LLC
INCREASED2,808435+2,373+546%$324.8K$2.1M+$1.8M2026-10-23
Peck Wealth Management, LLC
UNCHANGED2,8082,80800%$2.1M$2.1M+$44.5K2026-10-29
Cane Capital Partners, LLC
INCREASED2,8022,730+72+3%$2.0M$2.1M+$98.5K2026-10-23
Corda Investment Management, Llc.
INCREASED2,7922,746+46+2%$2.1M$2.1M+$78.7K2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED2,7922,767+25+1%$2.1M$2.1M+$62.8K2026-10-26
Polaris Financial Partners
NEW2,783—+2,783——$1.3K—2026-10-02
D.B. Root & Company, LLC
DECREASED2,7752,841-66-2%$2.1M$2.1M-$5.1K2026-11-04
Saxony Capital Management, LLC
UNCHANGED2,7632,76300%$2.1M$2.1M+$43.9K2026-10-15
365 WMG Private Fund I: Primus Fund LLC
NEW2,751—+2,751——$2.1M—2026-10-20
Axecap Investments, LLC
DECREASED2,7512,879-128-4%$2.1M$2.1M-$52.0K2026-10-20
Valtinson Bruner Financial Planning LLC
DECREASED2,7492,778-29-1%$2.1M$2.1M+$21.7K2026-11-02
Reflection Asset Management
INCREASED2,7492,733+16+1%$2.0M$2.1M+$55.7K2026-10-28
Wealthcare Capital Partners, LLC
DECREASED2,7452,799-54-2%$2.1M$2.1M+$3.6K2026-10-21
Cora Capital Advisors LLC
INCREASED2,7452,726+19+1%$2.0M$2.1M+$57.8K2026-11-02
TigerOak Management, L.L.C.
DECREASED2,7372,890-153-5%$2.2M$2.1M-$70.8K2026-10-23
Narus Financial Partners, LLC
DECREASED2,7372,868-131-5%$2.1M$2.1M-$54.4K2026-10-19
Sather Financial Group Inc
DECREASED2,7342,741-70%$2.0M$2.1M+$38.1K2026-10-30
Radnor Capital Management, LLC
DECREASED2,7312,791-60-2%$2.1M$2.1M-$1.5K2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED2,7302,761-31-1%$2.1M$2.1M+$20.2K2026-10-20
Gables Capital Management Inc.
UNCHANGED2,7292,72900%$2.0M$2.1M+$43.3K2026-11-04
Pine Haven Investment Counsel, Inc
UNCHANGED2,7292,72900%$2.0M$2.1M+$43.3K2026-11-02
Advanced Asset Management Advisors Inc
INCREASED2,7262,368+358+15%$1.8M$2.1M+$310.6K2026-10-20
Gladwyn Financial Advisors, Inc.
DECREASED2,7262,762-36-1%$2.1M$2.1M+$16.4K2026-10-05
R2 Capital Strategies, LLC
INCREASED2,7252,635+90+3%$2.0M$2.1M+$109.8K2026-10-15
Cambridge Financial Group, LLC
UNCHANGED2,7212,72100%$2.0M$2.0M$02026-10-06
Proathlete Wealth Management LLC
UNCHANGED2,7152,71500%$2.0M$2.1M+$43.2K2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED2,7142,71400%$2.0M$2.1M+$43.0K2026-10-16
Argyle Capital Partners, LLC
INCREASED2,7102,460+250+10%$1.8M$2.1M+$229.7K2026-10-23
Cowa, LLC
DECREASED2,7002,723-23-1%$2.0M$2.1M+$25.6K2026-10-30
First Bancorp, Inc
DECREASED2,6962,714-18-1%$2.0M$2.1M+$29.3K2026-10-26
Bill Few Associates, Inc.
DECREASED2,6922,951-259-9%$2.2M$2.1M-$150.7K2026-10-09
Prosperity Financial Group, Inc.
DECREASED2,6912,696-50%$2.0M$2.1M+$39.0K2026-10-29
Manske Wealth Management
DECREASED2,6892,806-117-4%$2.1M$2.1M-$44.7K2026-10-26
Gibbs Wealth Management
INCREASED2,6862,675+11+0%$2.0M$2.0M+$50.9K2026-10-22
Oath Planning, LLC
INCREASED2,6822,472+210+9%$1.8M$2.0M+$199.5K2026-10-20
Sensible Money, LLC
DECREASED2,6742,849-175-6%$2.1M$2.0M-$88.2K2026-10-20
Excalibur Management Corp
DECREASED2,6652,833-168-6%$2.1M$2.0M-$83.2K2026-11-02
SS&H Financial Advisors, Inc.
UNCHANGED2,6562,65600%$2.0M$2.0K-$2.0M2026-10-28
Trace Wealth Advisors, LLC
UNCHANGED2,6502,65000%$2.0M$2.0M+$42.0K2026-10-30
Stillwater Wealth Management Group
INCREASED2,6461,123+1,523+136%$838.4K$2.0M+$1.2M2026-10-21
Cambridge Capital Management, LLC
INCREASED2,6462,595+51+2%$1.9M$2.0M+$80.0K2026-10-19
Independent Wealth Network Inc.
DECREASED2,6462,667-21-1%$2.0M$2.0M+$26.1K2026-10-19
Mogy Joel R Investment Counsel Inc
DECREASED2,6442,744-100-4%$2.0M$2.0M-$32.7K2026-10-13
Wolff Wiese Magana LLC
INCREASED2,6432,575+68+3%$1.9M$2.0M+$92.6K2026-10-15
Capital Investment Counsel, Inc
INCREASED2,6422,638+4+0%$2.0M$2.0M+$44.9K2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED2,6286,564-3,936-60%$4.9M$2.0M-$2.9M2026-10-15
Baxter Bros Inc
INCREASED2,6262,606+20+1%$1.9M$2.0M+$56.6K2026-11-04
Unify Financial Advisors
UNCHANGED2,6262,62600%$2.0M$2.0M+$41.6K2026-11-03
Park Edge Advisors, LLC
DECREASED2,6212,666-45-2%$2.0M$2.0M+$7.6K2026-10-28
Index Fund Advisors, Inc.
DECREASED2,6192,697-78-3%$2.0M$2.0M-$16.9K2026-11-05
Robinson Smith Wealth Advisors LLC
UNCHANGED2,6092,60900%$1.9M$2.0M+$41.4K2026-10-22
Redw Wealth LLC
DECREASED2,6002,678-78-3%$2.0M$2.0M-$16.9K2026-11-02
Strata Wealth Advisors, LLC
DECREASED2,5972,604-70%$1.9M$2.0M+$36.0K2026-10-16
Investment Management Trust, LLC
INCREASED2,5952,579+16+1%$1.9M$2.0M+$53.6K2026-11-05
National Wealth Management Group, LLC
DECREASED2,5942,650-56-2%$2.0M$2.0M-$6242026-10-26
Asset One Wealth Management LLC
INCREASED2,5891,281+1,308+102%$966.9K$2.0M+$1.0M2026-11-02
Clark Asset Management, LLC
INCREASED2,5872,087+500+24%$1.6M$2.0M+$415.0K2026-10-19
Sterling Financial Planning, Inc.
DECREASED2,5862,598-120%$1.9M$2.0M+$31.9K2026-10-28
Forbes Financial Planning, Inc.
DECREASED2,5852,795-210-8%$2.1M$2.0M-$115.8K2026-10-23
Leslie Global Wealth, LLC
INCREASED2,5821,930+652+34%$1.4M$2.0M+$527.8K2026-10-26
Country Trust Bank
DECREASED2,5742,715-141-5%$2.0M$2.0M-$64.5K2026-10-30
Everhart Financial Group, Inc.
INCREASED2,5742,521+53+2%$1.9M$2.0M+$80.4K2026-10-08
Centurion Wealth Management LLC
DECREASED2,5732,659-86-3%$2.0M$2.0M-$24.0K2026-10-13
Diversified Enterprises, LLC
INCREASED2,5622,148+414+19%$1.6M$2.0M+$349.2K2026-10-19
Tranquility Partners, LLC
DECREASED2,5592,569-100%$1.9M$2.0M+$33.1K2026-10-20
Key FInancial Inc
INCREASED2,5552,207+348+16%$1.6M$1.9M+$300.4K2026-11-02
Seamount Financial Group Inc
INCREASED2,5552,395+160+7%$1.8M$1.9M+$160.3K2026-10-21
Meridian Financial Advisors, LLC
DECREASED2,5452,611-66-3%$1.9M$1.9M-$8.9K2026-10-14
Holos Integrated Wealth LLC
INCREASED2,5412,366+175+7%$1.8M$1.9M+$178.6K2026-10-23
Altus Wealth Management, LLC
UNCHANGED2,5412,54100%$1.9M$1.9M+$40.3K2026-10-13
Avalon Capital Management
INCREASED2,5402,136+404+19%$1.6M$1.9M+$341.5K2026-11-04
Independence Wealth Advisors, LLC
DECREASED2,5332,799-266-9%$2.1M$1.9M-$158.0K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED2,5322,595-63-2%$1.9M$1.9M-$6.7K2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED2,5242,514+10+0%$1.9M$1.9M+$47.6K2026-11-04
Pioneer Family Office, LLC
UNCHANGED2,5212,52100%$1.9M$1.9M+$40.0K2026-10-30
Bell Investment Advisors, Inc
UNCHANGED2,5132,51300%$1.9M$1.9M+$39.9K2026-10-29
Geneva Partners, LLC
DECREASED2,5122,558-46-2%$1.9M$1.9M+$5.7K2026-10-26
Alpha Omega Wealth Management LLC
INCREASED2,5092,504+5+0%$1.9M$1.9M+$43.3K2026-10-23
Cornerstone National Bank & Trust Co
INCREASED2,507437+2,070+474%$325.9K$1.9M+$1.6M2026-10-20
Lantz Financial LLC
DECREASED2,5042,604-100-4%$1.9M$1.9M-$35.0K2026-10-15
55 North Private Wealth, LLC
INCREASED2,5032,445+58+2%$1.8M$1.9M+$83.0K2026-10-20
Friday Financial
INCREASED2,502302+2,200+728%$225.8K$1.9M+$1.7M2026-10-09
OceanIQ Capital, LLC
INCREASED2,5001,977+523+26%$1.5M$1.9M+$421.6K2026-10-19
Primoris Wealth Advisors, LLC
UNCHANGED2,5002,50000%$1.9M$1.9M+$39.7K2026-10-28
Gilman Hill Asset Management, LLC
INCREASED2,4951,973+522+26%$1.5M$1.9M+$429.5K2026-10-13
Portland Financial Advisors Inc
DECREASED2,4872,908-421-14%$2.2M$1.9M-$274.9K2026-10-26
Asset Advisors Investment Management, LLC
DECREASED2,4732,515-42-2%$1.9M$1.9M+$7.9K2026-10-19
Wealth Preservation Advisors, LLC
DECREASED2,4692,482-13-1%$1.9M$1.9M+$28.9K2026-11-05
Insight Wealth Partners, LLC
DECREASED2,465601,827-599,362-100%$449.4M$1.9M-$447.5M2026-10-26
Ulland Investment Advisors, LLC
DECREASED2,4632,502-39-2%$1.9K$1.9K+$102026-10-13
Abundance Wealth Counselors
DECREASED2,4592,659-200-8%$2.0M$1.9M-$110.4K2026-10-26
Dodds Wealth, LLC
INCREASED2,4582,426+32+1%$1.8M$1.9M+$62.8K2026-11-02
Wiser Wealth Management, Inc
DECREASED2,4572,692-235-9%$2.0M$1.9M-$137.2K2026-10-14
Lodestone Wealth Management LLC
INCREASED2,4561,441+1,015+70%$1.1M$1.9M+$797.1K2026-10-14
LEE Danner & Bass Inc
UNCHANGED2,4422,44200%$1.8M$1.9M+$38.7K2026-10-27
Formidable Asset Management, LLC
DECREASED2,4412,630-189-7%$1.6M$1.8M+$239.9K2026-11-03
InTrack Investment Management Inc
UNCHANGED2,4322,43200%$1.8M$1.9M+$38.6K2026-10-15
Cookson Peirce & Co Inc
INCREASED2,4302,210+220+10%$1.7M$1.9M+$203.0K2026-10-30
Crusonia Wealth Advisors LLC
INCREASED2,4022,305+97+4%$1.7M$1.8M+$110.7K2026-10-26
Gouws Capital LLC
UNCHANGED2,4002,40000%$1.8M$1.8M+$38.1K2026-10-09
AAF Wealth Management, LLC
UNCHANGED2,3972,39700%$1.8M$1.8M+$38.1K2026-10-28
Clean Yield Group
UNCHANGED2,3932,39300%$1.8M$1.8M+$38.0K2026-10-28
United Asset Strategies, Inc.
DECREASED2,3902,850-460-16%$2.1M$1.8M-$305.7K2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
INCREASED2,3902,365+25+1%$1.8M$1.8M+$56.6K2026-10-22
KW Wealth Management LLC
NEW2,379—+2,379——$1.8M—2026-10-28
Hanson & Doremus Investment Management
UNCHANGED2,3702,37000%$1.8M$1.8K-$1.8M2026-10-16
ARQ Wealth Advisors, LLC
DECREASED2,3692,983-614-21%$2.2M$1.8M-$422.9K2026-10-29
Townsend Asset Management Corp
DECREASED2,3682,378-100%$1.8M$1.8M+$30.3K2026-10-29
San Luis Wealth Advisors LLC
UNCHANGED2,3652,36500%$1.8M$1.8M+$37.7K2026-10-27
AWM Capital, LLC
INCREASED2,3632,359+4+0%$1.8M$1.8M+$41.1K2026-10-16
Kelly Financial Services LLC
DECREASED2,3552,595-240-9%$1.9M$1.8M-$142.5K2026-10-20
Blodgett Wealth Advisors, LLC
UNCHANGED2,3452,34500%$1.8M$1.8M+$37.2K2026-10-23
Retirement Investment Advisors, Inc.
DECREASED2,3442,390-46-2%$1.8M$1.8M-$2.9K2026-10-22
Riverbend Wealth Management, LLC
INCREASED2,3422,340+2+0%$1.7M$1.8M+$38.7K2026-10-15
M. Kraus & Co
DECREASED2,3402,353-13-1%$1.8M$1.8M+$27.4K2026-10-20
SMI Advisory Services, LLC
INCREASED2,3342,333+1+0%$1.8M$1.8M+$64.4K2026-10-13
Marathon Capital Management
DECREASED2,3322,412-80-3%$1.8M$1.8M-$22.7K2026-10-23
Triton Wealth Management, Pllc
INCREASED2,3292,302+27+1%$1.7M$1.8M+$44.0K2026-11-04
Rose Capital Advisors LLC
INCREASED2,325810+1,515+187%$604.9K$1.8M+$1.2M2026-11-04
Precedent Wealth Partners, LLC
INCREASED2,3242,294+30+1%$1.7M$1.8M+$59.3K2026-10-21
Granville Capital, Inc.
DECREASED2,3133,167-854-27%$2.4M$1.8M-$601.0K2026-11-05
Adelphi Trust Co
INCREASED2,3101,796+514+29%$1.3M$1.8M+$420.5K2026-10-05
Marino, Stram & Associates LLC
INCREASED2,3082,254+54+2%$1.7M$1.8M+$76.6K2026-10-22
Davis Capital Management
DECREASED2,3062,312-60%$1.7M$1.8M+$32.1K2026-10-08
Capital CS Group, LLC
INCREASED2,3052,233+72+3%$1.7M$1.8M+$90.1K2026-10-29
Missouri Trust & Investment Co
DECREASED2,2952,345-50-2%$1.8M$1.8M-$1.5K2026-11-04
Highline Wealth Partners LLC
DECREASED2,2912,325-34-1%$1.7M$1.7M+$11.2K2026-10-19
Columbia Bank
INCREASED2,2882,287+1+0%$1.7M$1.7M+$37.0K2026-10-29
Westhampton Capital, LLC
DECREASED2,2872,391-104-4%$1.8M$1.7M-$41.4K2026-10-30
Mattern Capital Management, LLC
UNCHANGED2,2852,28500%$1.7M$1.7M+$36.2K2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED2,2812,276+5+0%$1.7M$1.7M+$40.1K2026-10-09
Leuthold Group, LLC
INCREASED2,2801,364+916+67%$1.0M$1.7M+$720.2K2026-11-04
Weatherly Asset Management L. P.
INCREASED2,2752,152+123+6%$1.6M$1.7M+$128.4K2026-10-20
Beirne Wealth Consulting Services, LLC
UNCHANGED2,2602,26000%$1.7M$1.7M+$35.8K2026-10-19
Piscataqua Savings Bank
DECREASED2,2532,285-32-1%$1.7M$1.7M+$11.8K2026-10-21
Fourpath Capital Management, LLC
DECREASED2,2412,252-110%$1.7M$1.7M+$27.3K2026-10-19
3Chopt Investment Partners, LLC
INCREASED2,2352,115+120+6%$1.6M$1.7M+$125.3K2026-10-30
Vaughan David Investments LLC
DECREASED2,2292,633-404-15%$2.0M$1.7K-$2.0M2026-11-05
First Premier Bank
DECREASED2,2292,239-100%$1.7K$1.7K+$282026-10-13
Beacon Wealthcare LLC
INCREASED2,2242,222+2+0%$1.7M$1.7M+$36.8K2026-10-02
First Command Advisory Services, Inc.
DECREASED2,2172,340-123-5%$1.7M$1.7M-$53.4K2026-11-05
Cypress Asset Management Inc
DECREASED2,2172,227-100%$1.7M$1.7M+$27.7K2026-10-09
Wealth Alliance Advisory Group, LLC
DECREASED2,2132,285-72-3%$1.7M$1.7M-$19.3K2026-10-14
Viewpoint Capital Management LLC
NEW2,210—+2,210——$1.7M—2026-10-27
Define Financial, LLC
INCREASED2,2081,983+225+11%$1.5M$1.7M+$202.6K2026-10-14
Parthenon LLC
UNCHANGED2,2042,20400%$1.6M$1.7M+$35.0K2026-10-22
Sentinel Advisory Group, LLC
DECREASED2,1992,206-70%$1.6M$1.7M+$29.6K2026-10-20
W.H. Cornerstone Investments Inc.
UNCHANGED2,1932,19300%$1.6M$1.7M+$34.8K2026-11-03
Capital Investment Counsel, LLC
DECREASED2,1892,541-352-14%$1.9M$1.7M-$228.0K2026-10-14
TTP Investments, Inc.
INCREASED2,1821,871+311+17%$1.4M$1.7M+$266.5K2026-10-30
Archer Investment Corp
INCREASED2,1791,892+287+15%$1.4M$1.7M+$249.1K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED2,1742,198-24-1%$1.6M$1.7M+$16.2K2026-10-28
Portside Wealth Group, LLC
DECREASED2,1692,184-15-1%$1.6M$1.7M+$23.2K2026-10-20
MontVue Capital Management, Inc.
INCREASED2,1682,143+25+1%$1.6M$1.7M+$53.1K2026-10-19
Shakespeare Wealth Management, LLC
INCREASED2,1522,131+21+1%$1.6M$1.6M+$50.0K2026-10-28
Global Wealth Strategies & Associates
UNCHANGED2,1522,15200%$1.6M$1.6M+$34.3K2026-10-02
Summit Global Investments
DECREASED2,1502,170-20-1%$1.6M$1.6K-$1.6M2026-10-28
L. Roy Papp & Associates, LLP
INCREASED2,1462,133+13+1%$1.6M$1.6M+$44.2K2026-10-21
Eagle Bay Advisors LLC
DECREASED2,1362,682-546-20%$2.0M$1.6M-$373.1K2026-10-16
Opus Capital Group, LLC
INCREASED2,135769+1,366+178%$575.0K$1.6K-$573.4K2026-10-30
J. L. Bainbridge & Co., Inc.
INCREASED2,1342,133+1+0%$1.6M$1.6M+$34.4K2026-10-20
McGuire Investment Group, LLC
UNCHANGED2,1212,12100%$1.6M$1.6M+$33.6K2026-10-23
Diversified Investment Strategies, LLC
UNCHANGED2,1202,12000%$1.6M$1.6M+$33.6K2026-10-28
Tran Capital Management, L.P.
INCREASED2,1161,601+515+32%$1.2M$1.6M+$418.1K2026-10-19
Exchange Bank
DECREASED2,1122,214-102-5%$1.7M$1.6M-$42.7K2026-10-07
Ironwood Wealth Management, Llc.
INCREASED2,1111,307+804+62%$975.8K$1.6M+$633.9K2026-10-28
Seros Financial, LLC
INCREASED2,1072,056+51+2%$1.5M$1.6M+$72.0K2026-10-21
Asset Allocation Strategies LLC
DECREASED2,1022,840-738-26%$2.1M$1.6M-$517.6K2026-10-20
Courage Miller Partners, LLC
UNCHANGED2,0992,09900%$1.6M$1.6M+$33.3K2026-10-21
Armor Investment Advisors, LLC
DECREASED2,0972,204-107-5%$1.6M$1.6M-$46.8K2026-10-27
Baring Financial LLC
DECREASED2,0972,108-11-1%$1.6M$1.6M+$25.0K2026-10-07
City State Bank
DECREASED2,0914,367-2,276-52%$3.3M$1.6M-$1.7M2026-10-20
Mendel Money Management
DECREASED2,0832,264-181-8%$1.7M$1.6M-$102.1K2026-11-02
Wealth Management Nebraska
UNCHANGED2,0812,08100%$1.6M$1.6M+$33.1K2026-10-26
3 Factor Indexing, LLC
DECREASED2,0782,101-23-1%$1.6M$1.6M+$15.8K2026-10-15
Catalyst Investment Management LLC
UNCHANGED2,0772,07700%$1.6M$1.6M+$32.9K2026-10-21
Vaughan & Co Securities, Inc.
DECREASED2,0742,146-72-3%$1.6M$1.6M-$20.9K2026-10-23
University of Texas S AM Investment Management Co
INCREASED2,0721,878+194+10%$1.4M$1.6M+$178.1K2026-11-03
Kingstone Capital Partners Texas, LLC
DECREASED2,0722,092-20-1%$1.6M$1.6M+$18.3K2026-11-03
Elite Wealth Management, Inc.
INCREASED2,0691,512+557+37%$1.1M$1.6M+$448.4K2026-11-03
Isthmus Partners, LLC
INCREASED2,0651,812+253+14%$1.4M$1.6M+$221.7K2026-10-21
Torrey Growth & Income Advisors
INCREASED2,0642,034+30+1%$1.5M$1.6M+$67.2K2026-11-04
Sacks & Associates, LLC
UNCHANGED2,0572,05700%$1.5M$1.6M+$32.1K2026-10-09
Family Office Research LLC
DECREASED2,0552,164-109-5%$1.6M$1.6M-$49.0K2026-10-14
Arlington Trust Co LLC
DECREASED2,0552,073-18-1%$1.5M$1.6M+$19.2K2026-10-20
Trust Co of Tennessee
UNCHANGED2,0552,05500%$1.5M$1.6M+$32.6K2026-10-16
Ring Mountain Capital, LLC
UNCHANGED2,0542,05400%$1.5M$1.6M+$32.6K2026-10-13
Laurel Wealth Planning LLC
INCREASED2,0532,027+26+1%$1.5M$1.6M+$52.1K2026-11-02
Intergy Private Wealth, LLC
INCREASED2,0522,006+46+2%$1.5M$1.6M+$66.9K2026-10-16
Independent Investors Inc
INCREASED2,0441,922+122+6%$1.4M$1.6M+$123.5K2026-10-30
Jessup Wealth Management, Inc
DECREASED2,0432,081-38-2%$1.6M$1.6M+$3.9K2026-10-20
QTR Family Wealth, LLC
INCREASED2,0382,035+3+0%$1.5M$1.6M+$34.7K2026-11-02
Canvas Wealth Advisors, LLC
UNCHANGED2,0352,03500%$1.5M$1.6M+$46.0K2026-11-02
Princeton Global Asset Management LLC
DECREASED2,0342,073-39-2%$1.5M$1.6M+$3.3K2026-10-21
Virginia Wealth Management Group, Inc.
UNCHANGED2,0332,03300%$1.5M$1.6M+$32.2K2026-10-14
Approach Retirement Advisors, LLC
INCREASED2,0322,031+1+0%$1.5M$1.5M+$32.3K2026-10-22
DDD Partners, LLC
DECREASED2,0293,863-1,834-47%$2.9M$1.5M-$1.3M2026-11-02
Valpey Financial Services, LLC
INCREASED2,0292,024+5+0%$1.5M$1.5M+$35.8K2026-10-30
LAM Group, Inc.
UNCHANGED2,0282,02800%$1.5M$1.5M+$32.2K2026-10-26
Investment Partners Asset Management, Inc.
DECREASED2,0212,024-30%$1.5M$1.5M+$29.8K2026-10-09
Roof Eidam Maycock Peralta, LLC
INCREASED2,0162,013+3+0%$1.5M$1.5M+$34.2K2026-10-15
ERn Financial, LLC
DECREASED2,0152,046-31-2%$1.5M$1.5M+$9.3K2026-10-28
Stenger Family Office, LLC
DECREASED2,0082,050-42-2%$1.5M$1.6M+$31.4K2026-10-22
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED2,0082,00800%$1.5M$1.5M+$31.8K2026-10-29
Investment Research Partners LLC
UNCHANGED2,0062,00600%$1.5M$1.5M+$31.8K2026-10-19
Avail Investment Partners, LLC
UNCHANGED2,0052,00500%$1.5M$1.5M+$31.8K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED2,0031,766+237+13%$1.3M$1.5M+$209.1K2026-11-05
Asset Management One Co., Ltd.
DECREASED2,0003,400-1,400-41%$2.5M$1.5M-$1.0M2026-10-27
Baker Tilly Wealth Management, LLC
DECREASED1,9982,020-22-1%$1.5M$1.5M+$15.1K2026-10-05
Mirabaud & Cie SA
UNCHANGED1,9951,99500%$1.5M$1.5M+$31.8K2026-10-27
WealthBridge Investment Counsel Inc.
DECREASED1,9932,048-55-3%$1.5K$1.5K-$92026-10-13
Rise Advisors, LLC
INCREASED1,9921,979+13+1%$1.5M$1.5M+$41.4K2026-10-16
Richardson Financial Services Inc.
DECREASED1,9912,031-40-2%$1.5M$1.5M+$1.7K2026-10-30
Capital Advantage, Inc.
DECREASED1,9902,086-96-5%$1.6M$1.5M-$40.1K2026-10-14
Strid Group, LLC
DECREASED1,9831,986-30%$1.5M$1.5M+$29.2K2026-10-28
Congress Asset Management Co
DECREASED1,9783,380-1,402-41%$2.5M$1.5M-$1.0M2026-10-06
Inspire Trust Co, N.A.
INCREASED1,9771,882+95+5%$1.4M$1.5M+$102.3K2026-11-05
Foster Group, Inc.
INCREASED1,9761,973+3+0%$1.5M$1.5M+$33.6K2026-10-13
EPG Wealth Management LLC
INCREASED1,9761,973+3+0%$1.5M$1.5M+$33.4K2026-11-03
Investment Advisory Services Inc
UNCHANGED1,9721,97200%$1.5M$1.5M+$31.3K2026-10-27
Dara Capital US, Inc.
UNCHANGED1,9721,97200%$1.5M$1.5M+$31.3K2026-10-29
Lincoln Capital Corp
DECREASED1,9702,021-51-3%$1.5M$1.5M-$6.8K2026-10-13
Carter Financial Group, Inc.
UNCHANGED1,9661,96600%$1.5M$1.5M+$31.4K2026-10-21
Praetorian Wealth Management, Inc.
DECREASED1,9611,962-10%$1.5M$1.5M+$30.4K2026-10-16
TMB Capital Partners, LLC
DECREASED1,9592,260-301-13%$1.7M$1.5M-$193.9K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED1,9561,675+281+17%$1.3M$1.5M+$241.1K2026-11-02
HF Advisory Group, LLC
DECREASED1,9561,982-26-1%$1.5M$1.5M+$11.6K2026-10-09
Atwood & Palmer Inc
DECREASED1,9542,041-87-4%$1.5M$1.5M-$34.7K2026-10-08
Navigation Group, LLC
UNCHANGED1,9511,95100%$1.5M$1.5M+$30.9K2026-10-28
Rockline Wealth Management, LLC
INCREASED1,9491,944+5+0%$1.5M$1.5M+$34.7K2026-10-26
SL Advisors, LLC
UNCHANGED1,9471,94700%$1.5M$1.5M+$30.9K2026-10-13
Wealthstar Advisors, LLC
INCREASED1,9451,524+421+28%$1.1M$1.5M+$345.3K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED1,9451,944+1+0%$1.4M$1.5K-$1.4M2026-11-04
LVZ, Inc.
DECREASED1,9431,983-40-2%$1.5M$1.5M+$6242026-10-20
Balance Wealth Partners LLC
DECREASED1,9373,401-1,464-43%$2.5M$1.5M-$1.1M2026-10-27
Waterway Wealth Management, LLC
DECREASED1,9372,090-153-7%$1.6M$1.5M-$83.0K2026-10-28
Bear Mountain Capital, Inc.
INCREASED1,9371,926+11+1%$1.4M$1.5M+$30.1K2026-11-04
Mascagni Wealth Management, Inc.
DECREASED1,9371,946-90%$1.5M$1.5M+$23.7K2026-10-23
CKW Financial Group
INCREASED1,9311,928+3+0%$1.4M$1.5K-$1.4M2026-10-29
Landaas & Co
UNCHANGED1,9301,93000%$1.4M$1.5M+$30.6K2026-10-29
Campbell Newman Asset Management Inc
INCREASED1,929268+1,661+620%$200.1K$1.5M+$1.3M2026-10-22
Buck Wealth Strategies, LLC
INCREASED1,9261,846+80+4%$1.4M$1.5M+$89.9K2026-10-28
Prentice Wealth Management LLC
INCREASED1,922586+1,336+228%$437.6K$1.5M+$1.0M2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED1,9221,756+166+9%$1.3M$1.5M+$154.7K2026-10-07
Ti-Trust, Inc
DECREASED1,9112,002-91-5%$1.5M$1.5M-$37.6K2026-10-21
Massachusetts Wealth Management
DECREASED1,9012,056-155-8%$1.5M$1.4M-$85.6K2026-10-21
Scratch Capital LLC
UNCHANGED1,9001,90000%$1.4M$1.4M+$30.1K2026-11-02
Patrick M Sweeney & Associates, Inc
UNCHANGED1,8991,89900%$1.4M$1.4M+$30.2K2026-10-22
Legacy Private Trust Co.
DECREASED1,8911,961-70-4%$1.5M$1.4M-$22.3K2026-10-06
Westwind Capital
NEW1,889—+1,889——$1.4K—2026-10-08
Nvwm, LLC
DECREASED1,8843,154-1,270-40%$2.4M$1.4M-$918.5K2026-10-14
Retirement Solution LLC
INCREASED1,8831,439+444+31%$1.1M$1.4M+$362.0K2026-10-27
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED1,8711,894-23-1%$1.4M$1.4M+$12.5K2026-10-16
KFG LLC
NEW1,863—+1,863——$1.4M—2026-11-02
Sanchez Wealth Management Group
DECREASED1,86149,178-47,317-96%$36.7M$1.4M-$35.3M2026-11-02
Smith Thornton Advisors LLC
UNCHANGED1,8541,85400%$1.4M$1.4M+$25.0K2026-10-16
Cutler Investment Counsel LLC
INCREASED1,8531,839+14+1%$1.4M$1.4M+$39.9K2026-10-28
Bdfs Capital LLC
INCREASED1,8531,851+2+0%$1.4M$1.4M+$31.5K2026-10-14
Grant Street Asset Management, Inc.
DECREASED1,8521,894-42-2%$1.4M$1.4M-$2.4K2026-10-26
Souders Financial Advisors
INCREASED1,8521,848+4+0%$1.4M$1.4M+$32.7K2026-11-03
Advocate Investing Services LLC
UNCHANGED1,8521,85200%$1.4M$1.4M+$29.4K2026-10-26
Arrow Financial Corp
DECREASED1,8491,864-15-1%$1.4M$1.4M+$18.1K2026-10-26
Valicenti Advisory Services Inc
DECREASED1,8481,882-34-2%$1.4K$1.4K+$32026-10-23
LaFleur & Godfrey LLC
DECREASED1,8421,902-60-3%$1.4M$1.4M-$15.6K2026-10-27
KPP Advisory Services LLC
DECREASED1,8371,898-61-3%$1.4M$1.4M-$16.4K2026-10-26
Sage Investment Advisers LLC
INCREASED1,8331,821+12+1%$1.4M$1.4M+$37.9K2026-10-21
Garner Asset Management Corp
INCREASED1,8311,830+1+0%$1.4M$1.4M+$34.6K2026-10-30
Toth Financial Advisory Corp
DECREASED1,8291,877-48-3%$1.4M$1.4M-$6.8K2026-10-08
Ballast, Inc.
INCREASED1,8291,806+23+1%$1.3M$1.4M+$45.7K2026-10-20
Great Waters Wealth Management
INCREASED1,8281,571+257+16%$1.2M$1.4M+$220.8K2026-10-07
Pacific Asset Management, LLC
DECREASED1,8281,849-21-1%$1.4M$1.4M+$13.5K2026-10-15
Sterling Manor Financial, LLC
NEW1,827—+1,827——$1.4M—2026-10-21
Nottingham Advisors, Inc.
DECREASED1,8241,939-115-6%$1.4M$1.4M-$45.4K2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED1,8212,293-472-21%$1.7M$1.4M-$323.6K2026-10-15
Leisure Capital Management
DECREASED1,8211,855-34-2%$1.4M$1.4M+$3.5K2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW1,819—+1,819——$1.4M—2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED1,8191,821-20%$1.4M$1.4M+$27.0K2026-11-03
Correct Capital Wealth Management
DECREASED1,8171,834-17-1%$1.4M$1.4M+$16.2K2026-11-02
Fidelity D & D Bancorp Inc
DECREASED1,8022,013-211-10%$1.5M$1.4M-$129.0K2026-11-05
Pinion Investment Advisors, LLC
DECREASED1,8002,222-422-19%$1.7M$1.4M-$286.6K2026-11-04
Postrock Partners LLC
UNCHANGED1,8001,80000%$1.3M$1.4M+$28.5K2026-11-02
One Advisory Partners, LLC
DECREASED1,7961,813-17-1%$1.4M$1.4M+$15.8K2026-10-22
Mission Financial Group, LLC
DECREASED1,7952,038-243-12%$1.5M$1.4M-$152.8K2026-10-21
Trademark Financial Management, LLC
DECREASED1,7941,845-51-3%$1.4M$1.4M-$9.5K2026-10-23
Marion Wealth Management
INCREASED1,7811,777+4+0%$1.3M$1.4M+$30.8K2026-10-22
Parr Mcknight Wealth Management Group, LLC
INCREASED1,7771,775+2+0%$1.3M$1.4M+$29.7K2026-10-30
BancFirst Trust & Investment Management
DECREASED1,7761,849-73-4%$1.4M$1.4M-$12.9K2026-10-30
Myecfo, LLC
INCREASED1,7751,764+11+1%$1.3M$1.4M+$36.4K2026-10-14
Tounjian Advisory Partners, LLC
DECREASED1,7734,264-2,491-58%$3.2M$1.4M-$1.8M2026-11-04
Private Management Group Inc
DECREASED1,7721,917-145-8%$1.4M$1.4M-$80.2K2026-11-04
Clear Trail Advisors, LLC
DECREASED1,7711,827-56-3%$1.4M$1.4M-$13.7K2026-10-20
Quantum Financial Advisors, LLC
DECREASED1,7621,945-183-9%$1.5M$1.3M-$108.8K2026-11-03
August Group Capital Ltd
UNCHANGED1,7591,75900%$1.3M$1.3M+$27.9K2026-10-14
Milestones Private Investment Advisors LLC
DECREASED1,7531,819-66-4%$1.4M$1.3M-$21.5K2026-10-19
Blue Capital, Inc.
INCREASED1,7511,583+168+11%$1.2M$1.3M+$153.3K2026-10-13
DKM Wealth Management, Inc.
INCREASED1,7501,746+4+0%$1.3M$1.3M+$30.7K2026-10-09
Narwhal Capital Management
UNCHANGED1,7431,74300%$1.3M$1.3M+$27.6K2026-11-04
Avaii Wealth Management, LLC
INCREASED1,7421,732+10+1%$1.3M$1.3M+$48.0K2026-10-09
JB Capital LLC
INCREASED1,7391,699+40+2%$1.3M$1.3M+$57.8K2026-10-19
True Link Financial Advisors, LLC
INCREASED1,7331,350+383+28%$1.0M$1.3M+$313.5K2026-10-27
Level Financial Advisors
DECREASED1,7281,783-55-3%$1.3M$1.3M-$13.7K2026-10-13
Kwmg, LLC
INCREASED1,7221,078+644+60%$804.8K$1.3M+$508.7K2026-10-07
Long Road Investment Counsel, LLC
DECREASED1,7192,639-920-35%$2.0M$1.3M-$659.8K2026-11-04
Professional Advisory Services Inc
DECREASED1,7181,730-12-1%$1.3K$1.3K+$182026-10-08
Prosperitas Financial LLC
INCREASED1,7151,522+193+13%$1.1M$1.3M+$171.5K2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED1,7151,710+5+0%$1.3M$1.3M+$30.9K2026-10-20
Vestia Personal Wealth Advisors
INCREASED1,7121,494+218+15%$1.1M$1.3M+$189.8K2026-10-20
Xcel Wealth Management, LLC
INCREASED1,7081,631+77+5%$1.2M$1.3M+$84.6K2026-10-26
Live Oak Private Wealth LLC
DECREASED1,7071,735-28-2%$1.3M$1.3M+$6.3K2026-11-02
Flynn Zito Capital Management, LLC
INCREASED1,7071,706+1+0%$1.3M$1.3M+$27.3K2026-11-04
Prospect Financial Group LLC
UNCHANGED1,7061,70600%$1.3M$1.3M+$27.1K2026-11-05
Center For Asset Management LLC
INCREASED1,7031,692+11+1%$1.3M$1.3M+$34.9K2026-10-16
Carrera Capital Advisors
DECREASED1,7021,735-33-2%$1.3M$1.3M+$2.3K2026-11-03
Syntegra Private Wealth Group, LLC
DECREASED1,7021,728-26-1%$1.3M$1.3M+$7.0K2026-10-13
Eclectic Associates Inc
DECREASED1,7021,726-24-1%$1.3M$1.3M+$8.6K2026-10-09
Stirlingshire Investments, Inc.
INCREASED1,6961,583+113+7%$1.2M$1.3M+$111.0K2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED1,6951,705-10-1%$1.3M$1.3M+$19.5K2026-11-03
Eagle Bluffs Wealth Management LLC
DECREASED1,6941,707-13-1%$1.3M$1.3M+$17.1K2026-10-20
Marquette Asset Management, LLC
INCREASED1,6891,504+185+12%$1.1M$1.3M+$164.9K2026-10-09
Lighthouse Financial Services Inc
INCREASED1,6861,543+143+9%$1.2M$1.3M+$135.1K2026-11-02
MRA Advisory Group
INCREASED1,6851,668+17+1%$1.2M$1.3M+$39.4K2026-10-07
Saxon Interests, Inc.
DECREASED1,6833,255-1,572-48%$2.4M$1.3M-$1.1M2026-10-26
Summit Asset Management, LLC
DECREASED1,6831,699-16-1%$1.3M$1.3M+$14.7K2026-11-05
Frederick Financial Consultants, LLC
INCREASED1,6801,614+66+4%$1.2M$1.3M+$75.5K2026-10-29
Powers Advisory Group, LLC
UNCHANGED1,6761,67600%$1.3M$1.3M+$26.6K2026-10-14
Financial Planning Hawaii, Inc.
DECREASED1,6711,798-127-7%$1.3M$1.3M-$68.8K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,6671,580+87+6%$1.2M$1.3M+$91.6K2026-10-15
Concord Wealth Partners
DECREASED1,6671,704-37-2%$1.3M$1.3M-$1.2K2026-11-02
Nordwand Advisors, LLC
NEW1,665—+1,665——$1.3M—2026-11-05
Archer Investment Management, LLC
INCREASED1,6541,628+26+2%$1.2M$1.3M+$45.8K2026-10-13
Peak Wealth Management LLC
UNCHANGED1,6331,63300%$1.2M$1.3M+$36.4K2026-10-26
Measured Risk Portfolios, Inc.
DECREASED1,6291,653-24-1%$1.2M$1.2M+$7.6K2026-10-21
Cdkv Holdings LLC
INCREASED1,6231,474+149+10%$1.1M$1.2M+$137.0K2026-10-28
Kestra Investment Management, LLC
INCREASED1,622967+655+68%$722.1K$1.2M+$515.0K2026-11-04
Barlow Wealth Partners, LLC
DECREASED1,6201,622-20%$1.2M$1.3M+$53.2K2026-10-15
Penbrook Management LLC
UNCHANGED1,6051,60500%$1.2M$1.2M+$25.5K2026-10-16
Three Magnolias Financial Advisors, LLC
DECREASED1,5981,875-277-15%$1.4M$1.2M-$181.5K2026-10-14
Cross Staff Investments Inc
INCREASED1,5961,477+119+8%$1.1M$1.2M+$114.0K2026-10-22
Milestone Asset Management Group, LLC
INCREASED1,5941,549+45+3%$1.2M$1.2M+$58.6K2026-10-20
GHP Investment Advisors, Inc.
DECREASED1,5911,621-30-2%$1.2M$1.2M+$2.7K2026-10-15
Heffernan Advisory, Inc
INCREASED1,590680+910+134%$507.8K$1.2M+$704.8K2026-10-13
Stack Financial Management, Inc
DECREASED1,5831,598-15-1%$1.2M$1.2M+$13.9K2026-11-02
Lawood & Co
UNCHANGED1,5821,58200%$1.2M$1.2M+$25.1K2026-10-09
Greenup Street Wealth Management LLC
DECREASED1,5811,611-30-2%$1.2M$1.2M+$2.9K2026-10-28
Financial Advisory Corp
DECREASED1,5781,700-122-7%$1.3M$1.2M-$66.1K2026-10-14
Client 1ST Advisory Group, LLC
UNCHANGED1,5781,57800%$1.2M$1.2M+$25.2K2026-10-19
Tcfg Investment Advisors, LLC
DECREASED1,5751,591-16-1%$1.2M$1.2M+$13.1K2026-10-20
PFG Private Wealth Management, LLC
UNCHANGED1,5731,57300%$1.2M$1.2M+$24.9K2026-10-15
Financial Security Advisor, Inc.
DECREASED1,5691,758-189-11%$1.3M$1.2M-$116.5K2026-11-03
Level Wealth Management LLC
INCREASED1,5631,557+6+0%$1.2M$1.2M+$28.8K2026-10-23
Cypress Point Wealth Management, LLC
INCREASED1,5621,531+31+2%$1.1M$1.2M+$47.6K2026-11-03
Hollow Brook Wealth Management LLC
INCREASED1,5611,493+68+5%$1.1M$1.2M+$75.5K2026-10-29
Northbridge Financial Group, LLC
INCREASED1,5591,556+3+0%$1.2M$1.2M+$52.6K2026-11-05
Burk Holdings LLC
INCREASED1,5521,509+43+3%$1.1M$1.2M+$56.4K2026-11-05
Avondale Wealth Management
UNCHANGED1,5511,55100%$1.2M$1.2M+$24.6K2026-10-15
Anson Capital, Inc.
INCREASED1,547917+630+69%$684.8K$1.2M+$495.0K2026-10-23
Mullaney, Keating & Wright, Inc.
INCREASED1,5471,543+4+0%$1.2M$1.2M+$27.4K2026-10-19
Align Financial, LLC
DECREASED1,5421,740-198-11%$1.3M$1.2M-$123.4K2026-10-16
LifeGuide Financial Advisors, LLC
UNCHANGED1,5421,54200%$1.2M$1.2M+$24.5K2026-10-20
Fonville Wealth Management LLC
INCREASED1,5411,383+158+11%$1.0M$1.2M+$141.8K2026-10-28
GK Wealth Management LLC
DECREASED1,5342,129-595-28%$1.6M$1.2M-$420.4K2026-10-09
Texas Bank & Trust Co
DECREASED1,5301,552-22-1%$1.2M$1.2M+$7.8K2026-11-04
Hurlow Wealth Management Group, Inc.
DECREASED1,5281,531-30%$1.1M$1.2M+$22.0K2026-10-29
Infinity Wealth Counsel, LLC
DECREASED1,5251,530-50%$1.1M$1.2M+$20.5K2026-10-15
New Harbor Financial Group, LLC
DECREASED1,5241,723-199-12%$1.3M$1.2M-$124.7K2026-10-22
Krane Financial Solutions LLC
INCREASED1,5191,420+99+7%$1.1M$1.2M+$98.0K2026-10-30
MBA Advisors LLC
UNCHANGED1,5151,51500%$1.1M$1.2M+$24.1K2026-10-29
Quantum Private Wealth, LLC
DECREASED1,5131,586-73-5%$1.2M$1.2M-$30.5K2026-10-20
Midwest Financial Partners Investments, Inc.
INCREASED1,5091,503+6+0%$1.1M$1.2M+$28.4K2026-10-08
Alamar Capital Management, LLC
INCREASED1,5071,506+1+0%$1.1M$1.2M+$24.3K2026-11-02
New Covenant Trust Company, N.A.
UNCHANGED1,5051,50500%$1.1M$1.1M+$23.9K2026-10-08
Bosman Wealth Management, LLC
DECREASED1,5011,511-10-1%$1.1M$1.1M+$16.3K2026-10-28
Midwest Capital Advisors, LLC
INCREASED1,5011,499+2+0%$1.1M$1.1M+$25.3K2026-11-04
Nichols & Pratt Advisers LLP
UNCHANGED1,5001,50000%$1.1M$1.1M+$25.8K2026-10-13
Ehrlich Financial Group
NEW1,497—+1,497——$1.1M—2026-10-20
Gordian Advisors LLC
INCREASED1,4901,166+324+28%$870.6K$1.1M+$265.5K2026-10-30
Newton One Investments LLC
INCREASED1,4871,483+4+0%$1.1M$1.1M+$26.5K2026-10-14
Nolet Wealth Management, LLC
UNCHANGED1,4861,48600%$1.1M$1.1M+$23.6K2026-10-15
Bourgeon Capital Management LLC
DECREASED1,4831,520-37-2%$1.1M$1.1M-$4.1K2026-10-19
Fenimore Asset Management Inc
UNCHANGED1,4771,47700%$1.1M$1.1M+$23.4K2026-10-08
jvl associates llc
UNCHANGED1,4771,47700%$1.1M$1.1M+$23.4K2026-10-09
Heritage Wealth Management, Inc.
INCREASED1,4761,470+6+0%$1.1M$1.1M+$27.9K2026-10-27
William Mack & Associates, Inc.
UNCHANGED1,4751,47500%$1.1M$1.1M+$23.4K2026-10-27
Family Capital Trust Co
UNCHANGED1,4741,47400%$1.1M$1.1M+$23.4K2026-10-22
Evolution Wealth Management Inc.
DECREASED1,4691,683-214-13%$1.3M$1.1M-$136.6K2026-10-28
Buttonwood Financial Advisors Inc.
DECREASED1,4681,483-15-1%$1.1M$1.1M+$12.1K2026-10-13
Wealth Quarterback LLC
INCREASED1,4681,457+11+1%$1.1M$1.1M+$31.5K2026-10-20
Fulcrum Equity Management
INCREASED1,467398+1,069+269%$297.1K$1.1M+$821.9K2026-10-21
RVW Wealth, LLC
DECREASED1,4631,501-38-3%$1.1M$1.1M-$4.9K2026-10-06
Silverlake Wealth Management LLC
UNCHANGED1,4571,45700%$1.1M$1.1M+$23.5K2026-10-21
RW Investment Management LLC
UNCHANGED1,4571,45700%$1.1M$1.1M+$23.1K2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED1,4561,459-30%$1.1M$1.1M+$21.7K2026-10-08
J2 Capital Management Inc
INCREASED1,4551,452+3+0%$1.1M$1.1M+$25.0K2026-10-19
PW Nova Financial Services LLC
DECREASED1,4491,529-80-5%$1.1M$1.1M-$36.8K2026-10-15
KRS Capital Management, LLC
UNCHANGED1,4431,44300%$1.1M$1.1M+$22.9K2026-10-16
Cornerstone Planning Group LLC
DECREASED1,4391,440-10%$1.1M$1.1M+$44.6K2026-10-16
Commonwealth Retirement Investments LLC
INCREASED1,4311,043+388+37%$779.0K$1.1M+$312.4K2026-10-26
Payden & Rygel
UNCHANGED1,4281,42800%$1.1M$1.1K-$1.1M2026-10-28
Greenbush Financial Group, LLC
INCREASED1,4261,374+52+4%$1.0M$1.1M+$61.9K2026-10-15
RAM Investment Partners, LLC
INCREASED1,4251,421+4+0%$1.1M$1.1M+$25.2K2026-10-21
Legacy Financial Group, Inc.
DECREASED1,4241,466-42-3%$1.1M$1.1M-$8.8K2026-10-21
Visionary Horizons, LLC
INCREASED1,4241,413+11+1%$1.1M$1.1M+$31.3K2026-10-22
Steinberg Asset Management LLC
UNCHANGED1,4231,42300%$1.1M$1.1M+$22.6K2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED1,4221,435-13-1%$1.1M$1.1M+$12.8K2026-10-30
Mainsail Asset Management, LLC
INCREASED1,4191,416+3+0%$1.1M$1.1M+$53.1K2026-10-14
Landmark Wealth Management, LLC
INCREASED1,4161,410+6+0%$1.1M$1.1M+$26.9K2026-11-03
Dedeker Financial LLC
INCREASED1,4141,134+280+25%$847.7K$1.1M+$231.8K2026-10-23
Ted Buchan & Co
DECREASED1,4131,512-99-7%$1.1M$1.1M-$51.4K2026-10-23
Opinicus Capital, Inc.
DECREASED1,4111,478-67-5%$1.1M$1.1M-$27.6K2026-10-28
Altus Wealth Group LLC
DECREASED1,4111,420-9-1%$1.1M$1.1M+$14.9K2026-10-20
Ashton Thomas Securities, LLC
INCREASED1,4101,250+160+13%$933.5K$1.1M+$141.8K2026-10-26
Ameraudi Asset Management, Inc.
INCREASED1,4061,401+5+0%$1.0M$1.1M+$26.0K2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED1,4001,40000%$1.0M$1.1M+$22.2K2026-10-26
Vicus Capital
INCREASED1,3991,287+112+9%$961.4K$1.1M+$105.7K2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED1,3991,393+6+0%$1.0M$1.1M+$26.7K2026-10-28
Livet Wealth, LLC
UNCHANGED1,3991,39900%$1.0M$1.1M+$22.2K2026-10-27
Constitution Capital LLC
DECREASED1,3961,409-13-1%$1.1M$1.1M+$12.4K2026-10-23
Wilkins Investment Counsel Inc
UNCHANGED1,3931,39300%$1.0M$1.1M+$22.1K2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED1,3921,382+10+1%$1.0M$1.1M+$29.5K2026-10-23
Morling Financial Advisors, LLC
UNCHANGED1,3921,39200%$1.0M$1.1M+$22.1K2026-10-28
Breachway Investments LLC
DECREASED1,3911,421-30-2%$1.1M$1.1M-$3422026-10-19
DecisionMap Wealth Management, LLC
INCREASED1,3881,372+16+1%$1.0M$1.1M+$34.6K2026-10-29
High Note Wealth, LLC
UNCHANGED1,3851,38500%$1.0M$1.1M+$22.0K2026-10-27
Hoffman, Alan N Investment Management
INCREASED1,379707+672+95%$528.0K$1.1M+$523.7K2026-10-28
Heritage Investors Management Corp
DECREASED1,3761,444-68-5%$1.1M$1.0K-$1.1M2026-10-29
Martel Wealth Advisors LLC
UNCHANGED1,3751,37500%$1.0M$1.0M+$22.1K2026-10-14
Poehling Capital Management, Inc.
DECREASED1,3741,575-201-13%$1.2M$1.0M-$128.3K2026-10-20
Code Waechter LLC
INCREASED1,3731,363+10+1%$1.0M$1.0M+$29.3K2026-10-23
Swmg, LLC
INCREASED1,3721,135+237+21%$853.0K$1.0M+$194.9K2026-10-23
J. Team Financial, Inc.
INCREASED1,3721,367+5+0%$1.0M$1.0M+$25.1K2026-11-03
Brian LOW Financial Group, LLC
DECREASED1,3691,530-161-11%$1.1M$1.0M-$98.5K2026-10-28
Global Wealth Management Investment Advisory, Inc.
INCREASED1,3671,312+55+4%$979.5K$1.0M+$62.9K2026-11-04
Accelerate Investment Advisors LLC
INCREASED1,3661,363+3+0%$1.0M$1.0M+$24.1K2026-11-02
Manuka Financial, LLC
UNCHANGED1,3611,36100%$1.0M$1.0M+$20.5K2026-10-16
Silver Lake Advisory, LLC
INCREASED1,3601,358+2+0%$1.0M$1.0M+$23.3K2026-10-22
Cannon Capital Management, Inc.
DECREASED1,3571,379-22-2%$1.0M$1.0M+$5.1K2026-11-03
3Edge Asset Management, LP
DECREASED1,3551,360-50%$1.0M$1.0M+$17.7K2026-10-30
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED1,3511,401-50-4%$1.0M$1.0M-$15.6K2026-10-14
BKM Wealth Management, LLC
INCREASED1,3481,023+325+32%$764.5K$1.0M+$263.9K2026-10-22
Nicollet Investment Management, Inc.
DECREASED1,3481,349-10%$1.0M$1.0K-$1.0M2026-10-14
Symmetry Partners, LLC
UNCHANGED1,3421,34200%$1.0M$1.0M+$21.3K2026-10-27
Canton Hathaway, LLC
UNCHANGED1,3401,34000%$1.0M$1.0M+$21.3K2026-10-23
Moran Wealth Management, LLC
NEW1,336—+1,336——$1.0M—2026-10-22
Versant Capital Management, Inc
INCREASED1,3361,267+69+5%$946.0K$1.0M+$73.0K2026-10-02
NBH Bank
UNCHANGED1,3341,33400%$996.2K$1.0M+$21.2K2026-11-05
D'Orazio & Associates, Inc.
INCREASED1,3321,316+16+1%$982.6K$1.0M+$33.3K2026-11-04
United Financial Planning Group LLC
UNCHANGED1,3311,33100%$993.7K$1.0M+$21.2K2026-11-04
Powerhouse Assets LLC
UNCHANGED1,3291,32900%$992.2K$1.0M+$21.1K2026-10-19
Twin Cities Retirement Group LLC
DECREASED1,3261,362-36-3%$1.0M$1.0M-$6.0K2026-10-16
L.K. Benson & Company, P.C.
DECREASED1,3241,329-50%$992.5K$1.0M+$17.3K2026-10-23
Martin Capital Advisors, LLP
UNCHANGED1,3191,31900%$985.0K$1.0M+$20.9K2026-10-15
Fiscal Wisdom Wealth Management, LLC
INCREASED1,317686+631+92%$512.3K$1.0M+$492.1K2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED1,3151,540-225-15%$1.2M$1.0K-$1.1M2026-10-14
Community Bank & Trust, Waco, Texas
DECREASED1,3151,334-19-1%$996.0K$1.0K-$995.0K2026-10-19
Fairvoy Private Wealth, LLC
DECREASED1,3141,394-80-6%$1.0M$1.0M-$38.9K2026-10-19
Allied Investment Advisors, LLC
INCREASED1,3141,247+67+5%$931.2K$1.0M+$70.9K2026-10-13
Rezny Wealth Management, Inc.
INCREASED1,3121,192+120+10%$890.2K$1.0M+$110.1K2026-10-15
Johnson & White Wealth Management, LLC
DECREASED1,3081,567-259-17%$1.2M$997.1K-$172.8K2026-11-03
Alliance Wealth Management Group
DECREASED1,3051,336-31-2%$997.8K$995.5K-$2.3K2026-10-29
Finer Wealth Management, Inc.
DECREASED1,3051,331-26-2%$994.1K$995.6K+$1.5K2026-10-16
Maryland Capital Advisors Inc.
INCREASED1,304859+445+52%$641.5K$994.5K+$353.0K2026-10-15
Triangle Securities Wealth Management
DECREASED1,3041,320-16-1%$985.7K$994.5K+$8.7K2026-10-14
Worth Asset Management, LLC
INCREASED1,297820+477+58%$612.5K$989.3K+$376.8K2026-10-07
Your Advocates Ltd., LLP
DECREASED1,2952,150-855-40%$1.6M$987.5K-$618.1K2026-11-03
Lee Financial Co
INCREASED1,2951,165+130+11%$870.4K$988.0K+$117.5K2026-10-16
Grantvest Financial Group LLC
DECREASED1,2941,308-14-1%$976.7K$987.1K+$10.3K2026-10-21
Mezzasalma Advisors, LLC
INCREASED1,2911,290+1+0%$963.4K$984.8K+$21.4K2026-10-14
4J Wealth Management LLC
UNCHANGED1,2871,28700%$961.1K$981.5K+$20.4K2026-11-02
Keystone Global Partners, LLC
UNCHANGED1,2841,28400%$958.7K$979.0K+$20.4K2026-10-13
Oak Harvest Investment Services
INCREASED1,2831,108+175+16%$827.7K$978.4K+$150.7K2026-10-20
West Wealth Group, LLC
INCREASED1,2821,199+83+7%$895.6K$977.7K+$82.1K2026-10-14
Mosley Wealth Management
INCREASED1,280308+972+316%$229.6K$987.7K+$758.0K2026-10-16
Eagle Wealth Advisors LLC
INCREASED1,2751,274+1+0%$951.4K$972.4K+$21.0K2026-10-20
Financial Discovery Group Inc
INCREASED1,2731,263+10+1%$943.2K$970.8K+$27.7K2026-11-03
Great Lakes Retirement, Inc.
INCREASED1,2721,258+14+1%$939.2K$969.9K+$30.7K2026-10-26
Johnson Bixby & Associates, LLC
DECREASED1,2711,273-20%$950.7K$969.5K+$18.8K2026-10-14
Weitzel Financial Services, Inc.
INCREASED1,2681,261+7+1%$937.0K$975.5K+$38.5K2026-10-16
Mattern Wealth Management LLC
UNCHANGED1,2681,26800%$947.0K$967.1K+$20.1K2026-11-04
Clarus Group, Inc.
DECREASED1,2661,413-147-10%$1.1M$965.5K-$89.7K2026-10-21
Financial Counselors Inc
DECREASED1,2661,278-12-1%$954.4K$965.5K+$11.1K2026-10-22
Cascade Investment Group, Inc.
DECREASED1,2651,275-10-1%$952.1K$964.7K+$12.6K2026-10-13
Fermata Advisors, LLC
DECREASED1,2621,307-45-3%$975.8K$962.6K-$13.2K2026-10-13
Willow Creek Wealth Management Inc.
INCREASED1,2621,245+17+1%$930.4K$963.2K+$32.7K2026-10-26
Chapman Investment Management, LLC
NEW1,259—+1,259——$960.2K—2026-11-03
626 Financial, LLC
INCREASED1,2591,253+6+0%$935.7K$960.2K+$24.6K2026-11-04
Stanley-Laman Group, Ltd.
INCREASED1,2551,119+136+12%$835.8K$957.3K+$121.5K2026-10-20
Stonehearth Capital Management, LLC
UNCHANGED1,2531,25300%$935.7K$955.6K+$19.9K2026-10-13
Monarch Capital Management Inc
UNCHANGED1,2521,25200%$937.3K$957.2K+$19.8K2026-10-19
Traveka Wealth, LLC
INCREASED1,2451,199+46+4%$895.4K$949.3K+$53.9K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED1,2441,100+144+13%$821.4K$966.6K+$145.1K2026-10-20
Chemung Canal Trust Co
DECREASED1,2441,246-20%$930.5K$948.7K+$18.2K2026-11-04
Financial Management Network Inc
DECREASED1,2421,249-7-1%$928.3K$956.2K+$27.9K2026-10-09
Stegner Investment Associates Inc.
INCREASED1,2361,235+1+0%$922.1K$942.5K+$20.4K2026-10-15
Walker Asset Management, LLC
INCREASED1,2321,220+12+1%$911.1K$939.6K+$28.5K2026-10-13
Gen-Wealth Partners Inc
INCREASED1,2271,215+12+1%$907.6K$936.0K+$28.4K2026-11-04
Beacon Financial Group
DECREASED1,2251,271-46-4%$949.0K$934.1K-$14.8K2026-10-19
North Point Portfolio Managers Corp
DECREASED1,2241,269-45-4%$947.7K$935.8K-$11.8K2026-10-07
Corundum Trust Company, Inc
DECREASED1,2231,233-10-1%$920.8K$932.7K+$11.9K2026-10-29
HT Partners LLC
UNCHANGED1,2221,22200%$912.6K$931.9K+$19.4K2026-10-20
Triune Financial Partners, LLC
INCREASED1,2201,217+3+0%$908.8K$930.5K+$21.7K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED1,2191,199+20+2%$895.2K$929.8K+$34.6K2026-10-20
PCG Asset Management, LLC
DECREASED1,21830,741-29,523-96%$23.0M$931.2K-$22.1M2026-11-05
Navigate Wealth Management, LLC
INCREASED1,208918+290+32%$682.3K$940.5K+$258.2K2026-10-14
Security National Bank
INCREASED1,2031,195+8+1%$892.4K$917.4K+$25.1K2026-10-26
Aufman Associates Inc
DECREASED1,2021,219-17-1%$910.4K$916.7K+$6.3K2026-11-04
Tepp RIA, LLC
DECREASED1,2001,587-387-24%$1.2M$915.5K-$269.9K2026-10-14
Compagnie Lombard Odier SCmA
INCREASED1,2001,063+137+13%$793.8K$915.2K+$121.3K2026-11-04
Benchmark Financial, LLC
INCREASED1,2001,196+4+0%$893.1K$915.2K+$22.0K2026-10-16
Post Resch Tallon Group Inc.
INCREASED1,198734+464+63%$548.1K$913.3K+$365.1K2026-10-09
Northland Securities, Inc.
UNCHANGED1,1971,19700%$893.9K$912.9K+$19.0K2026-11-02
Perryman Financial Advisory Inc
INCREASED1,1941,171+23+2%$874.8K$910.6K+$35.8K2026-10-16
Intelligent Financial Strategies
UNCHANGED1,1941,19400%$893.7K$912.7K+$18.9K2026-10-16
Millennium Capital Advisors, LLC
INCREASED1,1911,190+1+0%$889.1K$908.3K+$19.2K2026-10-16
Westwood Wealth Management
UNCHANGED1,1911,19100%$889.4K$908.3K+$18.9K2026-10-29
Concord Asset Management, LLC
DECREASED1,1901,194-40%$891.6K$907.5K+$15.9K2026-11-02
Gallacher Capital Management LLC
DECREASED1,1891,488-299-20%$1.1M$906.9K-$204.3K2026-10-30
Solitude Financial Services
DECREASED1,1861,286-100-8%$960.4K$904.5K-$55.9K2026-10-26
Avant Financial Advisors LLC
INCREASED1,1851,170+15+1%$873.7K$903.7K+$30.0K2026-11-02
GFG Capital, LLC
INCREASED1,184542+642+118%$404.4K$902.9K+$498.5K2026-10-16
Bullock Wealth Management Group
DECREASED1,1831,632-449-28%$1.2M$903.5K-$313.4K2026-10-09
Keudell ison Wealth Management
DECREASED1,1831,187-40%$886.8K$902.4K+$15.7K2026-10-16
Blue Line Capital, LLC / IL
INCREASED1,1811,154+27+2%$861.7K$900.5K+$38.8K2026-11-04
Kennedy Investment Group, Inc.
INCREASED1,1801,104+76+7%$824.7K$900.1K+$75.3K2026-10-21
Schaeffer Financial LLC
DECREASED1,1801,198-18-1%$894.8K$900.2K+$5.3K2026-10-23
Emergent Wealth Advisors, LLC
INCREASED1,1771,118+59+5%$835.2K$897.7K+$62.5K2026-10-09
IMPACTfolio, LLC
UNCHANGED1,1751,17500%$877.7K$896.4K+$18.7K2026-10-28
5th Street Advisors, LLC
UNCHANGED1,1721,17200%$875.2K$893.8K+$18.6K2026-11-04
Quad-Cities Investment Group, LLC
DECREASED1,1701,388-218-16%$1.0M$892.5K-$143.7K2026-10-16
Camden National Bank
DECREASED1,1691,250-81-6%$933.5K$891.5K-$41.9K2026-11-02
Cidel Asset Management Inc
INCREASED1,1661,134+32+3%$846.8K$889.2K+$42.4K2026-10-29
Hudock, Inc.
DECREASED1,1661,177-11-1%$879.7K$889.6K+$9.9K2026-10-14
Foundation Wealth Management, Llc\pa
UNCHANGED1,1631,16300%$868.5K$886.9K+$18.4K2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED1,1631,16300%$868.2K$887.0K+$18.8K2026-10-29
Northcape Wealth Management, LLC
UNCHANGED1,1611,16100%$867.0K$885.4K+$18.4K2026-11-04
Nova R Wealth, Inc.
UNCHANGED1,1611,16100%$866.8K$885.4K+$18.6K2026-10-26
One Wealth Capital Management, LLC
DECREASED1,1601,437-277-19%$1.1M$884.7K-$188.4K2026-10-23
Braun-Bostich & Associates Inc.
DECREASED1,1591,225-66-5%$914.8K$883.9K-$30.9K2026-10-20
One Way Holdings LLC
INCREASED1,149542+607+112%$603.8K$1.0M+$409.1K2026-10-29
HighRoad Wealth Advisors, LLC
INCREASED1,1481,124+24+2%$839.0K$875.6K+$36.6K2026-10-14
Altura Wealth Advisors Inc.
INCREASED1,1471,143+4+0%$853.4K$874.9K+$21.6K2026-10-22
Halbert Hargrove Global Advisors, LLC
DECREASED1,1461,148-20%$857.6K$874.3K+$16.7K2026-10-16
CMH Wealth Management LLC
DECREASED1,1441,184-40-3%$886.4K$874.6K-$11.8K2026-10-22
Owl Creek Wealth Partners LLC
INCREASED1,1431,140+3+0%$851.4K$871.7K+$20.3K2026-10-20
Paller Financial Services Inc
UNCHANGED1,1421,14200%$852.8K$870.9K+$18.1K2026-10-13
Vista Investment Partners II, LLC
UNCHANGED1,1411,14100%$852.0K$870.3K+$18.3K2026-10-15
Discipline Wealth Solutions, LLC
INCREASED1,1391,129+10+1%$843.2K$868.9K+$25.6K2026-10-14
Bayban
UNCHANGED1,1381,13800%$849.8K$849.8K$02026-11-05
Forbes J M & Co LLP
UNCHANGED1,1381,13800%$849.8K$867.9K+$18.0K2026-10-16
Gerber, LLC
UNCHANGED1,1341,13400%$846.7K$865.2K+$18.5K2026-10-21
IVC Wealth Advisors LLC
UNCHANGED1,1341,13400%$846.5K$864.7K+$18.2K2026-10-23
Quaker Wealth Management, LLC
DECREASED1,1331,442-309-21%$1.1M$864.1K-$212.5K2026-10-22
Noble Wealth Management PBC
DECREASED1,1321,202-70-6%$897.6K$863.3K-$34.3K2026-10-01
RS Crum Inc.
INCREASED1,1321,131+1+0%$844.4K$863.4K+$19.0K2026-10-19
Shrier Wealth Management, LLC
DECREASED1,1311,219-88-7%$910.3K$862.2K-$48.1K2026-10-20
Twelve Points Wealth Management LLC
INCREASED1,128278+850+306%$207.9K$852.7K+$644.9K2026-11-03
Variant Private Wealth, LLC
INCREASED1,1251,102+23+2%$822.8K$857.7K+$34.9K2026-10-21
Mueller Wealth, LLC
INCREASED1,1251,122+3+0%$837.8K$857.7K+$20.0K2026-11-05
Alkeme Wealth, LLC
INCREASED1,1221,118+4+0%$834.9K$855.7K+$20.8K2026-10-08
Allen Capital Group, LLC
DECREASED1,1211,155-34-3%$862.6K$854.9K-$7.6K2026-10-27
Tenzing Financial LLC
DECREASED1,1191,176-57-5%$883.3K$857.4K-$25.8K2026-11-03
TriaGen Wealth Management LLC
INCREASED1,1191,106+13+1%$826.0K$853.5K+$27.5K2026-10-14
Lincoln Capital LLC
DECREASED1,1111,133-22-2%$845.7K$847.7K+$1.9K2026-10-09
Mascoma Wealth Management LLC
DECREASED1,1101,327-217-16%$991.0K$846.5K-$144.4K2026-10-23
Focused Wealth Management, Inc
DECREASED1,1091,246-137-11%$930.1K$845.4K-$84.7K2026-10-30
Marotta Asset Management
INCREASED1,1081,100+8+1%$820.3K$845.1K+$24.8K2026-10-02
Alternative Investment Advisors, Llc.
INCREASED1,1071,101+6+1%$822.3K$845.8K+$23.5K2026-11-03
R. W. Roge & Company, Inc.
UNCHANGED1,1061,10600%$825.0K$843-$824.2K2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED1,1041,069+35+3%$798.0K$841.6K+$43.6K2026-10-16
GreatBanc Trust Co
DECREASED1,1041,115-11-1%$832.6K$841.9K+$9.3K2026-11-04
Matthew Goff Investment Advisor, LLC
NEW1,103—+1,103——$841.2K—2026-10-13
Unique Wealth Strategies, LLC
UNCHANGED1,1021,10200%$823.2K$823.2K$02026-10-13
Cooke Wealth Management, LLC
DECREASED1,1011,302-201-15%$972.3K$839.7K-$132.6K2026-10-13
Schulz Wealth, Ltd.
INCREASED1,1011,037+64+6%$775.3K$840.6K+$65.2K2026-11-03
Lakewood Asset Management LLC
DECREASED1,0981,099-10%$821.0K$837.5K+$16.5K2026-10-26
Private Wealth Management Group, LLC
DECREASED1,0951,131-36-3%$844.6K$835.1K-$9.5K2026-10-19
Meadowbrook Wealth Management, LLC
INCREASED1,087937+150+16%$698.8K$829.0K+$130.2K2026-10-08
Financial Life Advisors
INCREASED1,0871,086+1+0%$811.0K$829.0K+$18.0K2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED1,085981+104+11%$732.6K$827.5K+$94.9K2026-10-20
Reston Wealth Management LLC
INCREASED1,0841,082+2+0%$807.8K$826.8K+$19.1K2026-10-29
Citrine Capital LLC
INCREASED1,083709+374+53%$529.5K$825.9K+$296.5K2026-10-14
NavPoint Financial, Inc.
INCREASED1,0831,080+3+0%$806.4K$825.6K+$19.2K2026-10-21
Avid Wealth Partners LLC
INCREASED1,079992+87+9%$740.8K$822.8K+$82.0K2026-11-03
Financial Futures Ltd Liability Co.
DECREASED1,0771,089-12-1%$813.0K$821.2K+$8.2K2026-10-13
Bath Savings Trust Co
UNCHANGED1,0741,07400%$802.0K$819.1K+$17.0K2026-10-07
WP Advisors, LLC
INCREASED1,0691,067+2+0%$796.6K$815.4K+$18.8K2026-10-22
25 LLC
UNCHANGED1,0691,06900%$798.3K$815.3K+$17.1K2026-10-13
Harbor Group, Inc.
DECREASED1,0681,071-30%$799.8K$814.9K+$15.0K2026-10-14
Monument Group Wealth Advisors, LLC
INCREASED1,0661,048+18+2%$782.9K$813.3K+$30.4K2026-10-21
Shade Tree Advisors LLC
DECREASED1,0641,163-99-9%$868.2K$811.7K-$56.5K2026-10-22
T3 Companies, LLC
DECREASED1,0615,250-4,189-80%$3.9M$809.2K-$3.1M2026-10-22
Polaris Investment Advisors, LLC
DECREASED1,0591,153-94-8%$861.3K$807.9K-$53.4K2026-10-20
Boothe Investment Group, Inc.
INCREASED1,0581,011+47+5%$754.7K$806.6K+$52.0K2026-10-22
Bryant Woods Investment Advisors, LLC
DECREASED1,0571,124-67-6%$839.4K$806.2K-$33.2K2026-10-26
Phraction Management LLC
UNCHANGED1,0541,05400%$787.1K$803.8K+$16.7K2026-10-14
Hubbell Strickland Wealth Management, LLC
INCREASED1,0531,051+2+0%$785.2K$803.0K+$17.8K2026-10-29
RDA Financial Network
INCREASED1,0521,042+10+1%$778.3K$802.3K+$24.1K2026-10-15
Miller Financial Services LLC
DECREASED1,0501,097-47-4%$878.0K$800.8K-$77.3K2026-10-20
Heritage Wealth Management, Inc.
INCREASED1,0491,048+1+0%$782.6K$799.9K+$17.3K2026-10-28
Keeler Thomas Management LLC
UNCHANGED1,0481,04800%$782.7K$799.2K+$16.5K2026-10-29
Blue Square Asset Management, LLC
UNCHANGED1,0451,04500%$780.4K$796.9K+$16.6K2026-11-02
Vista Finance, LLC
INCREASED1,042935+107+11%$698.5K$794.3K+$95.8K2026-10-23
Ellsworth Advisors, LLC
INCREASED1,0421,028+14+1%$775.8K$794.4K+$18.6K2026-10-15
Sunpointe, LLC
DECREASED1,0402,803-1,763-63%$2.1M$793.0K-$1.3M2026-10-22
Nicholas Wealth, Llc.
DECREASED1,0401,381-341-25%$808.9K$793.1K-$15.9K2026-10-26
KFG Wealth Management, LLC
INCREASED1,0391,038+1+0%$774.8K$792.4K+$17.6K2026-10-16
Seneca Financial Advisors LLC
UNCHANGED1,0391,03900%$776.0K$792.7K+$16.6K2026-10-28
Wealth Effects LLC
DECREASED1,0381,092-54-5%$815.5K$791.7K-$23.8K2026-10-23
Capstone Wealth Management Group, Inc.
DECREASED1,0351,098-63-6%$820.0K$789.3K-$30.6K2026-10-19
AmeriServ Wealth Advisors
DECREASED1,0321,082-50-5%$808.0K$787.0K-$21.0K2026-10-21
Sidoxia Capital Management, LLC
DECREASED1,0311,041-10-1%$777.4K$786.3K+$8.9K2026-10-28
Jmac Enterprises LLC
INCREASED1,0311,030+1+0%$769.2K$786.3K+$17.1K2026-10-30
Wespac Advisors, LLC
INCREASED1,029767+262+34%$572.7K$784.7K+$212.0K2026-10-26
Allodium Investment Consultants, LLC
DECREASED1,0281,055-27-3%$787.8K$784.0K-$3.9K2026-10-14
SilverOak Wealth Management LLC
DECREASED1,0281,037-9-1%$774.4K$784.0K+$9.6K2026-10-29
Legacies Wealth LLC
DECREASED1,0241,064-40-4%$794.6K$780.9K-$13.6K2026-11-02
Succession Financial, Inc.
UNCHANGED1,0221,02200%$763.3K$779.5K+$16.2K2026-10-14
MMA Asset Management LLC
DECREASED1,0211,050-29-3%$783.7K$779.0K-$4.7K2026-11-02
Bull Oak Capital, LLC
UNCHANGED1,0201,02000%$761.7K$777.8K+$16.2K2026-10-23
New Capital Management LP
INCREASED1,018802+216+27%$598.9K$776.3K+$177.4K2026-10-29
Clear Retirement Advice LLC
INCREASED1,017874+143+16%$652.7K$775.6K+$122.9K2026-10-22
Alliance Private Wealth, LLC
INCREASED1,011951+60+6%$710.2K$771.0K+$60.8K2026-10-20
Whitcomb & Hess, Inc.
UNCHANGED1,0091,00900%$753.5K$769.7K+$16.2K2026-10-07
High Point Wealth Management, LLC
INCREASED1,007966+41+4%$721.4K$768.1K+$46.7K2026-11-05
Sherman Wealth Management LLC
INCREASED1,0071,005+2+0%$750.4K$768.3K+$17.9K2026-10-16
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED1,0031,00300%$749.0K$764.9K+$15.9K2026-10-13
Lpwm LLC
INCREASED999912+87+10%$681.1K$761.8K+$80.7K2026-10-20
Acima Private Wealth, LLC
UNCHANGED99999900%$746.0K$761.9K+$15.8K2026-10-05
CPA Asset Management Group, LLC
INCREASED997996+1+0%$743.5K$760.7K+$17.2K2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED99799700%$744.5K$761.7K+$17.1K2026-10-29
DeDora Capital, Inc.
DECREASED9951,001-6-1%$747.5K$758.8K+$11.3K2026-10-26
Sfam, LLC
INCREASED994938+56+6%$700.5K$758.1K+$57.6K2026-11-03
Harrell Investment Partners, LLC
INCREASED994989+5+1%$738.6K$758.1K+$19.5K2026-10-15
Serenity Investment Advisors
INCREASED991983+8+1%$749.7K$755.8K+$6.1K2026-10-30
Creekside Partners
INCREASED991990+1+0%$739.4K$755.5K+$16.1K2026-11-04
BostonPremier Wealth LLC
INCREASED986958+28+3%$715.3K$751.9K+$36.6K2026-10-16
Regatta Capital Group, LLC
DECREASED9841,004-20-2%$749.9K$750.4K+$4942026-10-23
Bluesphere Advisors LLC
DECREASED9831,058-75-7%$790.1K$749.7K-$40.4K2026-10-19
Zullo Investment Group, Inc.
DECREASED9791,004-25-2%$749.8K$746.6K-$3.1K2026-10-20
Shum Financial Group, Inc.
UNCHANGED97997900%$731.1K$746.6K+$15.5K2026-10-13
Boyum Wealth Architects LLC
DECREASED977997-20-2%$746.8K$752.1K+$5.4K2026-10-06
Enzi Wealth
INCREASED976975+1+0%$732.9K$759.5K+$26.5K2026-10-14
MFG Investments, LLC
NEW975—+975——$743.5K—2026-10-30
Wolff Financial Management LLC
UNCHANGED97597500%$728.1K$743.6K+$15.5K2026-10-23
Apeiron RIA LLC
DECREASED9731,506-533-35%$1.1M$743.1K-$381.4K2026-10-08
Butensky & Cohen Financial Security, Inc
INCREASED972965+7+1%$720.3K$741.2K+$21.0K2026-10-13
LifeGoal Investments, LLC
INCREASED968788+180+23%$588.5K$738.2K+$149.8K2026-10-09
Chris Bulman Inc
INCREASED968964+4+0%$719.9K$738.2K+$18.3K2026-10-20
Continuum Wealth Advisors, LLC
INCREASED966476+490+103%$355.5K$736.7K+$381.2K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED966859+107+12%$641.5K$736.7K+$95.2K2026-11-03
Birch Financial Group, LLC
INCREASED966962+4+0%$718.4K$736.8K+$18.4K2026-10-27
Portfolio Resources Advisor Group, Inc.
INCREASED965311+654+210%$232.8K$737.5K+$504.6K2026-10-20
Verde Capital Management
DECREASED9591,080-121-11%$806.9K$732.0K-$74.9K2026-10-28
Stewardship Advisors, LLC
DECREASED9591,004-45-4%$749.8K$731.4K-$18.4K2026-10-20
Asio Capital, LLC
DECREASED959974-15-2%$727.5K$731.5K+$4.0K2026-10-19
Commerce Advisors, LLC
DECREASED9571,086-129-12%$810.8K$729.6K-$81.2K2026-10-19
FF Advisors,LLC
DECREASED955963-8-1%$719.1K$728.3K+$9.2K2026-10-21
Wespac Advisors SoCal, LLC
INCREASED953916+37+4%$684.0K$726.8K+$42.7K2026-10-13
WealthPLAN Partners, LLC
INCREASED952890+62+7%$664.6K$725.9K+$61.3K2026-10-15
DSG Capital Advisors, LLC
DECREASED9491,011-62-6%$760.1K$723.7K-$36.4K2026-11-05
Redwood Financial Network Corp
DECREASED947953-6-1%$711.4K$722.2K+$10.8K2026-11-03
Luts & Greenleigh Group, Inc.
DECREASED944948-40%$707.7K$719.6K+$11.8K2026-11-05
DeLarme Wealth Management, Inc.
INCREASED941880+61+7%$657.3K$717.5K+$60.2K2026-10-30
Delta Wealth Advisors LLC
DECREASED9371,286-349-27%$960.3K$714.6K-$245.8K2026-10-09
Pacific Sage Partners, LLC
UNCHANGED93793700%$699.5K$714.4K+$14.9K2026-10-21
Quarry Hill Advisors, LLC
UNCHANGED93693600%$699.0K$713.8K+$14.8K2026-11-04
Peoples Bank
UNCHANGED93693600%$699.0K$713.8K+$14.8K2026-10-09
AJ Advisors, LLC
DECREASED9351,820-885-49%$1.4M$712.8K-$646.3K2026-10-29
Bay Capital Advisors, LLC
UNCHANGED93593500%$698.2K$713.1K+$14.8K2026-10-16
Premier Path Wealth Partners, LLC
INCREASED933842+91+11%$628.5K$711.3K+$82.7K2026-10-16
Arbor Investment Advisors, LLC
DECREASED932947-15-2%$707.6K$710.5K+$2.9K2026-10-26
Fulcrum Capital LLC
UNCHANGED93093000%$694.5K$709.2K+$14.8K2026-10-15
ADE, LLC
UNCHANGED92692600%$691.8K$706.5K+$14.7K2026-10-29
Huntleigh Advisors, Inc.
DECREASED924940-16-2%$702.1K$705.0K+$2.9K2026-11-03
William B. Walkup & Associates, Inc.
UNCHANGED92392300%$689.3K$703.9K+$14.6K2026-11-05
Blue Sky Capital Consultants Group, Inc.
UNCHANGED92392300%$689.3K$704.0K+$14.6K2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED922929-7-1%$693.4K$703.1K+$9.6K2026-10-09
Unified Investment Management
DECREASED919929-10-1%$693.7K$700.9K+$7.1K2026-10-14
Turn8 Private Wealth Inc.
INCREASED918913+5+1%$681.8K$700.1K+$18.3K2026-11-05
Valley Forge Investment Consultants Inc ADV
INCREASED914913+1+0%$681.6K$696.9K+$15.3K2026-11-03
Donalies Financial Planning, LLC
UNCHANGED91291200%$681.1K$695.5K+$14.5K2026-10-19
Retiremitten Financial LLC
DECREASED9101,075-165-15%$803.0K$702.6K-$100.5K2026-11-05
Adell Harriman & Carpenter Inc
INCREASED909803+106+13%$599.7K$693.2K+$93.6K2026-11-02
BG Investment Services, LLC
DECREASED906934-28-3%$697.6K$690.6K-$7.0K2026-10-23
McGlone Suttner Wealth Management, Inc.
UNCHANGED90690600%$676.3K$690.7K+$14.4K2026-10-13
InvesTrust
UNCHANGED90490400%$675.1K$689.4K+$14.3K2026-10-14
Hunter Associates Investment Management LLC
INCREASED902802+100+12%$599.0K$688-$598.3K2026-10-26
WestHill Financial Advisors, Inc.
DECREASED902929-27-3%$693.9K$688.1K-$5.9K2026-10-14
Boston Standard Wealth Management, LLC
INCREASED902898+4+0%$670.5K$688.4K+$17.9K2026-10-07
Cascade Investment Advisors, Inc.
INCREASED898606+292+48%$452.8K$684.9K+$232.1K2026-11-02
Daytona Street Capital LLC
UNCHANGED89789700%$676.8K$693.9K+$17.1K2026-10-15
Blackston Financial Advisory Group, LLC
INCREASED896608+288+47%$454.0K$683.3K+$229.3K2026-11-04
Thrive Capital Management, LLC
DECREASED894907-13-1%$677.6K$681.8K+$4.2K2026-10-28
180 Wealth Advisors, LLC
DECREASED893970-77-8%$724.4K$681.1K-$43.3K2026-11-03
NovaPoint Capital, LLC
INCREASED889636+253+40%$474.8K$677.9K+$203.0K2026-10-22
Lantern Wealth Advisors, LLC
INCREASED889698+191+27%$584.5K$677.7K+$93.2K2026-10-22
Colton Groome Financial Advisors, LLC
UNCHANGED88888800%$663.1K$677.2K+$14.1K2026-10-06
Sageworth Trust Co of South Dakota
DECREASED8851,110-225-20%$828.9K$674.9K-$154.0K2026-10-30
Advocate Group LLC
UNCHANGED88588500%$661.2K$675.3K+$14.1K2026-10-19
Ballast Financial Advisors LLC
INCREASED884876+8+1%$654.3K$674.2K+$19.9K2026-10-26
Mill Capital Management, LLC
INCREASED883751+132+18%$560.8K$673.4K+$112.6K2026-10-26
Matisse Capital
INCREASED883882+1+0%$658.4K$673.3K+$15.0K2026-10-29
Centennial Advisors, LLC
INCREASED882735+147+20%$548.6K$672.5K+$123.9K2026-10-21
Strategic Planning Group, LLC
DECREASED882979-97-10%$731.2K$672.7K-$58.5K2026-10-22
WealthCare Investment Partners, LLC
INCREASED879858+21+2%$640.7K$670.1K+$29.5K2026-11-05
Choice Wealth Advisors LLC
INCREASED879877+2+0%$654.9K$670.1K+$15.2K2026-10-16
Tanglewood Wealth Management, Inc.
INCREASED878448+430+96%$334.6K$669.7K+$335.1K2026-10-23
Spectrum Advisors, Inc.
DECREASED8771,216-339-28%$908.1K$668.8K-$239.2K2026-11-03
Obsidian CIO, LLC
INCREASED87699+777+785%$74.0K$668.2K+$594.2K2026-11-05
Woodley Farra Manion Portfolio Management Inc
INCREASED875595+280+47%$445.8K$668.9K+$223.2K2026-11-05
Roxbury Financial LLC
INCREASED874872+2+0%$651.0K$666.5K+$15.5K2026-10-01
KDK Private Wealth Management, LLC
UNCHANGED87487400%$652.7K$666.5K+$13.9K2026-11-03
Petredis Investment Advisors LLC
UNCHANGED87087000%$649.7K$663.5K+$13.8K2026-10-20
Integrity Investment Advisors, LLC
INCREASED869772+97+13%$576.5K$663.0K+$86.5K2026-11-03
Aerodigm Wealth, LLC
UNCHANGED86486400%$645.2K$658.9K+$13.7K2026-10-16
Vision Capital Management, Inc.
DECREASED863869-6-1%$649.0K$658.2K+$9.2K2026-10-20
Hoge Financial Services, LLC
DECREASED862899-37-4%$671.0K$657.3K-$13.7K2026-11-05
Finward Bancorp
INCREASED861788+73+9%$588.5K$656.6K+$68.2K2026-10-14
Finley Financial, LLC
UNCHANGED86186100%$643.0K$657.8K+$14.8K2026-10-28
Atlas Wealth Partners, LLC
INCREASED860813+47+6%$607.1K$655.9K+$48.7K2026-11-03
Snider Financial Group
UNCHANGED85985900%$641.2K$654.8K+$13.6K2026-10-16
Orrstown Financial Services Inc
INCREASED856855+1+0%$638.5K$652.8K+$14.3K2026-10-14
Family Legacy Financial Solutions, LLC
INCREASED856855+1+0%$638.2K$652.9K+$14.7K2026-10-07
Legacy Solutions, LLC
UNCHANGED85685600%$639.2K$653.2K+$13.9K2026-10-07
Moller Wealth Partners
INCREASED855686+169+25%$512.3K$652.0K+$139.8K2026-10-15
Fishman JAY A LTD
UNCHANGED85585500%$638.5K$652.0K+$13.6K2026-10-26
Fortitude Family Office, LLC
INCREASED851765+86+11%$571.0K$649.3K+$78.2K2026-10-14
Rahlfs Capital, LLC
UNCHANGED85085000%$634.8K$648.2K+$13.5K2026-10-23
First Growth Capital LLC
DECREASED8491,139-290-25%$850.6K$647.5K-$203.1K2026-10-15
Arjuna Capital
UNCHANGED84784700%$632.5K$645.9K+$13.4K2026-11-03
Eastover Investment Advisors LLC
UNCHANGED84584500%$631.0K$644.4K+$13.4K2026-10-05
WJ Wealth Management, LLC
DECREASED842843-10%$628.6K$641.2K+$12.6K2026-11-03
RMR Capital Management, LLC
INCREASED841751+90+12%$560.9K$641.6K+$80.7K2026-10-23
Farnam Financial LLC
UNCHANGED83983900%$626.5K$640.4K+$13.8K2026-10-21
Vann Equity Management LLC
INCREASED838301+537+178%$225.0K$638.9K+$413.9K2026-10-08
Brown Wealth Management, LLC
DECREASED838969-131-14%$723.7K$639.2K-$84.5K2026-10-20
Instrumental Wealth, LLC
INCREASED838835+3+0%$623.7K$638.8K+$15.1K2026-10-20
Cox Capital Mgt LLC
DECREASED837873-36-4%$651.9K$638.3K-$13.6K2026-10-07
Lauer Wealth, LLC
INCREASED835828+7+1%$622.5K$646.2K+$23.7K2026-10-13
SLT Holdings LLC
UNCHANGED83383300%$622.1K$635.3K+$13.2K2026-10-15
Parkshore Wealth Management, Inc.
UNCHANGED83383300%$621.8K$635.0K+$13.2K2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED831803+28+3%$599.7K$633.8K+$34.1K2026-11-04
City Center Advisors, LLC
DECREASED829832-30%$621.5K$632.5K+$11.0K2026-10-08
Boyd Wealth Management, LLC
UNCHANGED82882800%$618.3K$631.5K+$13.1K2026-10-20
Rhodes Investment Advisors Inc
NEW825—+825——$629.2K—2026-10-07
KWB Wealth
UNCHANGED82482400%$615.3K$628.4K+$13.1K2026-10-16
Kelly Financial Group LLC
INCREASED821819+2+0%$611.9K$626.6K+$14.7K2026-10-16
Torren Management, LLC
INCREASED819744+75+10%$555.3K$624.2K+$69.0K2026-10-29
Gibraltar Capital Management, Inc.
INCREASED816752+64+9%$561.4K$622.4K+$60.9K2026-10-27
Lakeshore Financial Planning, Inc.
INCREASED816807+9+1%$602.6K$622.3K+$19.7K2026-10-13
Ares Financial Consulting, LLC
INCREASED815813+2+0%$607.3K$621.7K+$14.4K2026-10-19
Crescent Sterling, Ltd.
INCREASED814689+125+18%$514.5K$620.8K+$106.3K2026-10-16
Hudson Oak Wealth Advisory LLC
UNCHANGED81281200%$606.4K$619.3K+$12.9K2026-10-16
Solutions 4 Wealth, Ltd
DECREASED810817-7-1%$610.0K$617.7K+$7.7K2026-11-03
Aviso Wealth Management
DECREASED808838-30-4%$625.8K$616.2K-$9.6K2026-11-04
Colonial River Investments, LLC
DECREASED808822-14-2%$613.8K$616.2K+$2.4K2026-10-19
Quest 10 Wealth Builders, Inc.
DECREASED808822-14-2%$614.3K$608.7K-$5.5K2026-11-02
SMH Capital Advisors Inc
INCREASED807806+1+0%$602.1K$615.1K+$13.1K2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED80580500%$601.2K$613.9K+$12.8K2026-10-28
FC Advisory LLC
DECREASED801932-131-14%$696.0K$610.6K-$85.4K2026-10-05
Creative Capital Management Investments LLC
DECREASED801833-32-4%$622.1K$610.9K-$11.2K2026-10-28
Straight Path Wealth Management
DECREASED801813-12-1%$607.3K$611.1K+$3.8K2026-10-23
Asset Planning Services Inc
UNCHANGED79979900%$597.0K$609-$596.4K2026-10-15
Spurstone Advisory Services, LLC
UNCHANGED79279200%$590.6K$605.1K+$14.4K2026-11-02
Bluestem Financial Advisors, LLC
UNCHANGED79179100%$590.7K$603.2K+$12.5K2026-10-20
Detalus Advisors, LLC
INCREASED788774+14+2%$577.7K$600.6K+$23.0K2026-10-15
Parkway Wealth Management Group, LLC
UNCHANGED78778700%$587.5K$600.5K+$13.1K2026-10-20
Western Pacific Wealth Management, LP
INCREASED784783+1+0%$584.9K$597.6K+$12.7K2026-10-16
Morey & Quinn Wealth Partners, LLC
INCREASED780572+208+36%$427.2K$594.9K+$167.7K2026-10-28
Ipsen Advisor Group LLC
INCREASED778776+2+0%$579.2K$593.0K+$13.8K2026-10-29
Broadway Wealth Solutions, Inc.
DECREASED777808-31-4%$603.0K$592.7K-$10.3K2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED77577500%$578.7K$591.0K+$12.3K2026-10-27
Planned Solutions, Inc.
UNCHANGED77477400%$578.0K$590.3K+$12.3K2026-10-19
Advus Financial Partners, LLC
INCREASED772737+35+5%$551.6K$589.0K+$37.4K2026-10-20
Sachem Hill LLC
UNCHANGED77177100%$575.8K$588.1K+$12.3K2026-10-14
ARK & TLK Investments, LLC
UNCHANGED77177100%$575.8K$588.0K+$12.2K2026-10-20
Vannoy Advisory Group, Inc.
UNCHANGED77177100%$575.8K$588.0K+$12.2K2026-10-13
Grant Private Wealth Management Inc
DECREASED770850-80-9%$634.8K$587.2K-$47.5K2026-10-19
Mindset Wealth Management, LLC
DECREASED769992-223-22%$741.1K$586.7K-$154.4K2026-10-19
Congress Park Capital LLC
UNCHANGED76776700%$572.4K$584.6K+$12.2K2026-10-13
Alpine Bank Wealth Management
DECREASED7661,223-457-37%$913.3K$584.2K-$329.1K2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED759920-161-17%$686.9K$578.6K-$108.4K2026-10-26
Hiley Hunt Wealth Management
DECREASED757917-160-17%$684.8K$577.4K-$107.5K2026-10-08
Altrius Capital Management Inc
DECREASED757762-5-1%$569.4K$577.8K+$8.5K2026-11-05
FWG Investments, Llc.
DECREASED756814-58-7%$608.2K$576.7K-$31.5K2026-11-03
Kingsman Wealth Management, Inc.
INCREASED756742+14+2%$554.4K$576.6K+$22.2K2026-10-13
Farrow Financial, Inc.
UNCHANGED75675600%$564.6K$576.5K+$12.0K2026-10-30
Total Wealth Planning & Management, Inc.
INCREASED755754+1+0%$563.2K$575.9K+$12.7K2026-10-23
Stableford Capital II LLC
DECREASED7541,069-315-29%$798.3K$575.0K-$223.3K2026-10-09
North Forty Two & Co.
UNCHANGED75375300%$562.5K$574.5K+$12.1K2026-10-19
Legacy Bridge, LLC
DECREASED752770-18-2%$575.3K$573.7K-$1.5K2026-10-28
Gradient Capital Advisors, LLC
UNCHANGED75275200%$561.6K$573.5K+$11.9K2026-10-21
Atwater Malick LLC
UNCHANGED75175100%$560.8K$572.7K+$11.9K2026-10-15
SFE Investment Counsel
UNCHANGED75075000%$560.1K$572.0K+$11.9K2026-10-29
Dynamic Financial Group
INCREASED748745+3+0%$556.3K$570.7K+$14.5K2026-10-28
Capital Squared Financial LLC
INCREASED747647+100+15%$482.8K$569.4K+$86.6K2026-10-30
StoneCrest Wealth Management, Inc.
DECREASED746750-4-1%$560.1K$568.9K+$8.8K2026-11-03
Brown Financial Advisory
UNCHANGED74474400%$555.5K$567.3K+$11.8K2026-11-05
Alessandra Capital Management, LLC
DECREASED743789-46-6%$589.2K$566.6K-$22.6K2026-10-30
Villere ST Denis J & Co LLC
DECREASED740830-90-11%$619.8K$564.3K-$55.5K2026-11-04
Altiora Financial Group, LLC
INCREASED738737+1+0%$550.0K$562.9K+$12.8K2026-11-04
Smith Shellnut Wilson LLC
DECREASED737867-130-15%$647.5K$562.1K-$85.4K2026-10-21
Kondo Wealth Advisors, Inc.
UNCHANGED73773700%$550.4K$562.1K+$11.7K2026-10-19
Uncommon Cents Investing Inc
UNCHANGED73273200%$546.9K$558.5K+$11.6K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED730365+365+100%$272.7K$557.0K+$284.3K2026-10-15
MN Wealth Advisors, LLC
INCREASED730728+2+0%$544.0K$556.9K+$13.0K2026-10-23
Strengthening Families & Communities, LLC
INCREASED729602+127+21%$449.5K$556.3K+$106.7K2026-10-21
Barton Investment Management
DECREASED729839-110-13%$626.5K$556.0K-$70.6K2026-10-27
Monetary Solutions, Ltd
UNCHANGED72872800%$543.6K$555.2K+$11.5K2026-10-22
Asempa Wealth Advisors
DECREASED727730-30%$545.2K$555.6K+$10.3K2026-10-07
Cardinal Capital Management
INCREASED724645+79+12%$483.0K$553.6K+$70.7K2026-10-21
David Kennon Inc
UNCHANGED72272200%$539.1K$550.6K+$11.5K2026-10-13
Promethium Advisors,llc
UNCHANGED72272200%$540.1K$552.0K+$11.9K2026-10-19
Norris Perne & French LLP
UNCHANGED72272200%$538.9K$550.4K+$11.5K2026-10-23
Eagle Harbor Asset Management Inc
INCREASED721707+14+2%$527.6K$550.1K+$22.5K2026-10-21
Southland Equity Partners LLC
DECREASED721723-20%$539.9K$549.9K+$9.9K2026-10-14
Parker Financial LLC
UNCHANGED72172100%$538.4K$549.9K+$11.4K2026-11-05
Timonier Family Office, Ltd.
INCREASED718717+1+0%$536.7K$548.6K+$11.9K2026-11-03
HWG Holdings LP
UNCHANGED71871800%$536.2K$547.6K+$11.4K2026-10-08
Montgomery Investment Management Inc
UNCHANGED71671600%$534.7K$546.0K+$11.4K2026-10-26
Cooper Capital Advisors LLC
UNCHANGED71271200%$532.0K$543.3K+$11.3K2026-10-29
WealthTrust Asset Management, LLC
INCREASED708550+158+29%$410.7K$539.9K+$129.2K2026-10-22
Crew Capital Management, Ltd
DECREASED707782-75-10%$584.0K$539.2K-$44.8K2026-10-28
Dagco, Inc.
DECREASED707727-20-3%$542.9K$539.2K-$3.7K2026-10-20
Oak Asset Management, LLC
UNCHANGED70570500%$526.5K$537.7K+$11.2K2026-10-13
Pacifica Partners Inc.
INCREASED699645+54+8%$480.4K$534.0K+$53.6K2026-10-09
Coquina Private Wealth LLC
UNCHANGED69669600%$519.8K$530.8K+$11.0K2026-10-27
Great Point Wealth Advisors, LLC
UNCHANGED69469400%$517.9K$528.9K+$11.0K2026-10-15
RPG Investment Advisory, LLC
DECREASED692897-205-23%$670.0K$527.8K-$142.1K2026-10-21
Integris Wealth Management, LLC
INCREASED690689+1+0%$514.5K$526.2K+$11.7K2026-10-14
Base Wealth Management LLC
DECREASED689696-7-1%$520.1K$525.6K+$5.5K2026-10-21
Mayfair Advisory Group, LLC
UNCHANGED68768700%$507.5K$524.1K+$16.6K2026-10-20
Clearwave Capital, LLC
INCREASED686684+2+0%$511.2K$523.3K+$12.1K2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED684678+6+1%$506.1K$521.4K+$15.3K2026-10-26
Pflug Koory, LLC
DECREASED683687-4-1%$513.2K$520.8K+$7.6K2026-10-26
Directional Asset Management
DECREASED682755-73-10%$563.7K$520.0K-$43.7K2026-10-22
Gill Capital Partners, LLC
UNCHANGED68268200%$509.3K$520.2K+$10.9K2026-10-13
Benedict Financial Advisors Inc
INCREASED679678+1+0%$506.0K$517.8K+$11.8K2026-10-07
Meadow Creek Wealth Advisors LLC
INCREASED677675+2+0%$504.4K$516.0K+$11.5K2026-11-02
Miller Wealth Advisors, LLC
UNCHANGED67467400%$503.0K$513.7K+$10.7K2026-11-02
Teamwork Financial Advisors, LLC
DECREASED672751-79-11%$561.1K$512.8K-$48.3K2026-10-19
Anchor Capital Advisors LLC
DECREASED672701-29-4%$523.6K$512.5K-$11.1K2026-11-05
McNaughton Wealth Management, LLC
DECREASED672686-14-2%$512.3K$512.5K+$2032026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6713,917-3,246-83%$2.9M$511.7K-$2.4M2026-10-14
Councilor Wealth, LLC
DECREASED667683-16-2%$510.0K$508.7K-$1.4K2026-10-09
Gimbal Financial
INCREASED666662+4+1%$494.3K$507.7K+$13.4K2026-10-19
Investment House LLC
DECREASED6646,292-5,628-89%$4.7M$506.4K-$4.2M2026-10-21
Meridian Financial Partners LLC
INCREASED664305+359+118%$230.2K$512.5K+$282.3K2026-10-23
Scissortail Wealth Management, LLC
INCREASED664643+21+3%$480.2K$506.4K+$26.2K2026-11-03
John W. Brooker & Co., CPAs
UNCHANGED66466400%$495.8K$506.4K+$10.5K2026-10-21
Carroll Advisory Group, LLC
INCREASED662406+256+63%$303.2K$504.7K+$201.5K2026-10-16
Gallagher Capital Advisors, LLC
UNCHANGED65865800%$491.4K$501.8K+$10.4K2026-10-09
Robinswood Financial LLC
INCREASED657644+13+2%$481.6K$503.3K+$21.7K2026-10-20
AA Financial Advisors, LLC
NEW656—+656——$500.4K—2026-10-19
Northwest Wealth Management, LLC
UNCHANGED65665600%$489.9K$500.3K+$10.4K2026-10-30
Palatine Hill Wealth Management, LLC
UNCHANGED65465400%$488.5K$498.9K+$10.4K2026-11-03
Baugh & Associates, LLC
INCREASED653623+30+5%$465.1K$458.2K-$6.9K2026-10-16
Brick & Kyle, Associates
UNCHANGED65365300%$424.7K$498.0K+$73.3K2026-11-05
Stage Harbor Financial, LLC
DECREASED652699-47-7%$522.0K$497.2K-$24.8K2026-11-03
Old Port Advisors
INCREASED652634+18+3%$473.6K$497.6K+$24.0K2026-10-23
Stone Loft Wealth Management LLC
DECREASED651793-142-18%$598.5K$496.8K-$101.7K2026-11-03
Strategent Financial, LLC
INCREASED650617+33+5%$460.8K$495.7K+$35.0K2026-10-30
Alexander Randolph Advisory, Inc.
INCREASED648643+5+1%$480.2K$494.1K+$13.9K2026-11-04
Downshift Financial, LLC
INCREASED646566+80+14%$422.5K$492.8K+$70.3K2026-10-13
Ballew Advisors, Inc
UNCHANGED64664600%$481.3K$497.3K+$16.1K2026-10-05
Bulwark Capital Corp
UNCHANGED64664600%$482.5K$492.8K+$10.2K2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED645675-30-4%$504.4K$491.6K-$12.8K2026-11-05
Graham Capital Wealth Management, LLC
DECREASED645647-20%$483.0K$492.0K+$9.0K2026-10-26
Eliot Finkel Investment Counsel, LLC
UNCHANGED64564500%$481.7K$491.9K+$10.2K2026-11-03
Davidson Capital Management Inc.
UNCHANGED64564500%$481.7K$491.9K+$10.2K2026-10-15
Gilbert Capital Group, Inc.
UNCHANGED64364300%$480.2K$490.4K+$10.2K2026-10-28
Southern Capital Advisors, LLC
INCREASED633632+1+0%$471.8K$482.7K+$10.9K2026-10-26
CJM Wealth Advisers, Ltd.
DECREASED631813-182-22%$607.0K$481.0K-$125.9K2026-10-27
New England Professional Planning Group Inc.
UNCHANGED63163100%$471.2K$481.2K+$10.0K2026-10-29
WPG Advisers, LLC
DECREASED627741-114-15%$553.4K$478.2K-$75.2K2026-10-27
Elevated Financial Group LLC
DECREASED627673-46-7%$502.9K$478.5K-$24.4K2026-10-16
Udine Wealth Management, Inc.
NEW626—+626——$477.4K—2026-10-23
Augustine Asset Management Inc
DECREASED626634-8-1%$473.5K$477.4K+$4.0K2026-10-13
O'Brien Greene & Co. Inc
UNCHANGED62662600%$467.8K$477.7K+$9.9K2026-11-05
Terra Nova Asset Management LLC
INCREASED624623+1+0%$465.3K$476.2K+$10.9K2026-10-13
Stonekeep Investments, LLC
DECREASED623782-159-20%$584$474.9K+$474.4K2026-10-15
Centennial Wealth Advisory LLC
DECREASED623672-49-7%$502.1K$475.4K-$26.7K2026-10-16
JIM Saulnier & Associates, LLC
DECREASED619731-112-15%$545.8K$472.2K-$73.6K2026-11-04
A4 Wealth Advisors LLC
UNCHANGED61961900%$462.0K$471.8K+$9.8K2026-10-20
Cadent Capital Advisors, LLC
DECREASED616627-11-2%$468.5K$469.5K+$9312026-10-09
Olio Financial Planning
INCREASED613426+187+44%$318.1K$467.5K+$149.4K2026-10-22
CLG LLC
DECREASED613676-63-9%$504.5K$467.5K-$37.1K2026-10-13
SevenBridge Financial Group, LLC
UNCHANGED61361300%$473.6K$471.1K-$2.6K2026-10-26
Family Wealth Partners, LLC
NEW612—+612——$466.7K—2026-10-20
Salvus Wealth Management, LLC
DECREASED610647-37-6%$482.8K$464.8K-$18.0K2026-10-13
Walled Lake Planning & Wealth Management, LLC
INCREASED610599+11+2%$447.1K$464.9K+$17.8K2026-10-29
Rinkey Investments
UNCHANGED61061000%$455.5K$465.2K+$9.7K2026-10-28
Eddie Patel Inc
DECREASED6072,160-1,553-72%$1.6M$463.0K-$1.1M2026-11-02
St. Clair Advisors, LLC
UNCHANGED60760700%$453.3K$462.9K+$9.6K2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED605515+90+17%$384.2K$461.0K+$76.8K2026-10-08
Weybosset Research & Management LLC
UNCHANGED60360300%$450.3K$459.9K+$9.6K2026-10-19
Koa Wealth Management, LLC
INCREASED602500+102+20%$373.4K$459.1K+$85.7K2026-10-14
ETF Portfolio Partners, Inc.
INCREASED601274+327+119%$204.6K$458.3K+$253.7K2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED601562+39+7%$420.0K$458.1K+$38.1K2026-10-29
Crane Advisory, LLC
UNCHANGED60060000%$450.4K$464.9K+$14.5K2026-10-13
Boomfish Wealth Group, LLC
INCREASED598597+1+0%$445.8K$456.1K+$10.2K2026-10-22
Fairway Wealth LLC
UNCHANGED59859800%$446.6K$456.1K+$9.5K2026-10-30
WealthCare Asset Management, LLC
INCREASED597576+21+4%$430.3K$455.4K+$25.1K2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED596424+172+41%$316.6K$454.5K+$137.9K2026-10-22
JBR Co Financial Management Inc
UNCHANGED59059000%$440.6K$440.0K-$5962026-10-13
First Financial Corp
INCREASED587575+12+2%$429.4K$447.7K+$18.3K2026-10-13
ShankerValleau Wealth Advisors, Inc.
UNCHANGED58758700%$438.4K$447.7K+$9.3K2026-10-16
Davidson Investment Advisors
INCREASED584349+235+67%$260.6K$445.4K+$184.8K2026-10-20
Fidelis iM, LLC
INCREASED583468+115+25%$349.4K$444.7K+$95.3K2026-10-16
KBC Group NV
INCREASED582456+126+28%$341.0K$444-$340.6K2026-10-22
Suncoast Equity Management
INCREASED580474+106+22%$354.1K$442.5K+$88.4K2026-11-03
Certior Financial Group, LLC
DECREASED580601-21-3%$448.9K$442.3K-$6.6K2026-10-19
Lineweaver Wealth Advisors, LLC
UNCHANGED58058000%$433.2K$442.4K+$9.2K2026-10-13
Cornerstone Management, Inc.
INCREASED574516+58+11%$385.3K$437.8K+$52.4K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED5721,501-929-62%$1.1M$435.9K-$684.8K2026-10-26
First Citizens Financial Corp
UNCHANGED57257200%$427.2K$436.2K+$9.1K2026-10-02
Blume Capital Management, Inc.
UNCHANGED57257200%$427.2K$436.2K+$9.1K2026-10-26
Boston Common Asset Management, LLC
UNCHANGED57257200%$427.3K$436.4K+$9.1K2026-10-13
CWC Advisors, Llc.
UNCHANGED57157100%$426.4K$435.5K+$9.1K2026-10-15
Pachira Investments Inc.
INCREASED570569+1+0%$425.2K$434.5K+$9.3K2026-10-14
Sara-Bay Financial
UNCHANGED56956900%$424.7K$433.9K+$9.2K2026-10-21
Benson Investment Management Company, Inc.
UNCHANGED56956900%$424.9K$433.9K+$9.0K2026-10-13
Todd Wealth Management, LLC
UNCHANGED56956900%$424.9K$433.9K+$9.0K2026-10-19
Platt Wealth Management LLC
INCREASED567566+1+0%$422.0K$432-$421.6K2026-11-04
Legacy Advisory Services, LLC
DECREASED566798-232-29%$596.2K$432.1K-$164.1K2026-10-20
Acute Investment Advisory, LLC
DECREASED565593-28-5%$442.8K$430.9K-$11.9K2026-10-16
Vantage Investment Partners, LLC
INCREASED563524+39+7%$391.3K$429.4K+$38.1K2026-10-27
RBA Wealth Management, LLC
UNCHANGED56156100%$418.9K$427.8K+$8.9K2026-10-28
Harfst & Associates, Inc.
DECREASED559578-19-3%$431.8K$426.0K-$5.9K2026-10-20
Mustard Seed Financial, LLC
INCREASED559553+6+1%$413.0K$426.4K+$13.4K2026-10-30
Langley Wealth Management, LLC
INCREASED557444+113+25%$331.7K$425.0K+$93.3K2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED554615-61-10%$459.5K$422.6K-$36.9K2026-11-05
Redstone Wealth Management, LLC
UNCHANGED55455400%$413.7K$422.5K+$8.8K2026-10-20
Lynch & Associates
UNCHANGED55355300%$412.9K$421.7K+$8.8K2026-10-13
Bank of Stockton
UNCHANGED55255200%$412.2K$421.0K+$8.8K2026-10-20
Aquire Wealth Advisors, LLC
DECREASED548563-15-3%$420.7K$418.3K-$2.4K2026-10-23
RF&L Wealth Management, LLC
DECREASED547567-20-4%$423.4K$417.2K-$6.3K2026-10-20
Walker Financial Services, Inc.
DECREASED547561-14-2%$419.4K$417.2K-$2.2K2026-10-26
PFW Advisors LLC
DECREASED545643-98-15%$480.3K$415.8K-$64.5K2026-10-07
Tamar Securities, LLC
INCREASED545510+35+7%$380.9K$415.6K+$34.7K2026-11-03
Frankly Finances, LLC
UNCHANGED54554500%$407.0K$415.6K+$8.6K2026-10-28
KOM Wealth Management Group, LLC
UNCHANGED54554500%$407.1K$416.0K+$8.9K2026-10-15
Plus Group Wealth Advisors LLC
UNCHANGED54454400%$406.2K$414.9K+$8.6K2026-10-19
Arcadia Wealth Management, LLC
DECREASED541577-36-6%$431.0K$412.5K-$18.5K2026-10-22
Signature Resources Capital Management, LLC
DECREASED540682-142-21%$509.3K$411.8K-$97.5K2026-10-16
Tarbox Family Office, Inc.
UNCHANGED53953900%$402.6K$411.1K+$8.6K2026-10-23
Conrad Siegel Investment Advisors, Inc.
DECREASED535554-19-3%$413.4K$407.7K-$5.7K2026-10-08
Clarity Retirement & Wealth, LLC
DECREASED532580-48-8%$433.1K$405.7K-$27.4K2026-11-04
Decision Investments, Inc
DECREASED529531-20%$396.5K$403.4K+$6.9K2026-10-07
Henderson Brothers Financial Partners, LLC
UNCHANGED52852800%$394.3K$402.7K+$8.4K2026-11-03
Hager Investment Management Services, LLC
UNCHANGED52852800%$394.3K$402.7K+$8.4K2026-11-04
Dudley Capital Management, LLC
DECREASED527618-91-15%$461.4K$402.5K-$58.8K2026-10-23
Globalt Investments LLC / GA
DECREASED525575-50-9%$429.4K$400.4K-$29.0K2026-10-27
Liberty Atlantic Advisors LLC
UNCHANGED52552500%$393.0K$401.6K+$8.6K2026-10-14
Strong Tower Advisory Services
INCREASED524523+1+0%$390.6K$399.7K+$9.1K2026-10-13
Left Brain Wealth Management, LLC
DECREASED522546-24-4%$407.7K$398.1K-$9.6K2026-10-28
Advisory Resource Group
DECREASED520665-145-22%$496.6K$396.5K-$100.1K2026-10-26
Future Financial Wealth Managment LLC
UNCHANGED52052000%$383.9K$396.6K+$12.7K2026-10-15
Vertrix Wealth Management, LLC
UNCHANGED51951900%$387.3K$396.1K+$8.8K2026-10-13
Wlth Capital Management, LLC
DECREASED5181,688-1,170-69%$1.3M$395.0K-$865.7K2026-10-20
Innovative Wealth Building LLC
DECREASED5171,087-570-52%$811.5K$394.3K-$417.2K2026-10-14
Cathy Pareto & Associates, Inc
INCREASED515514+1+0%$383.9K$393.0K+$9.1K2026-10-15
Community Bank of Raymore
UNCHANGED51551500%$384.6K$392.8K+$8.2K2026-10-23
Denver PWM, LLC
UNCHANGED51251200%$397.1K$390.1K-$7.0K2026-10-22
Alta Capital Management LLC/
DECREASED5115,274-4,763-90%$3.9M$389.7K-$3.5M2026-10-26
Commons Capital, LLC
DECREASED506602-96-16%$449.4K$385.6K-$63.7K2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED50450400%$376.4K$384.4K+$8.0K2026-11-04
Foundry Financial LLC
DECREASED5016,615-6,114-92%$4.9M$381.9K-$4.6M2026-10-16
4Wealth Advisors, Inc.
DECREASED501508-7-1%$376.4K$383.0K+$6.7K2026-10-13
Sound Stewardship, LLC
UNCHANGED50050000%$373.1K$381.6K+$8.5K2026-10-14
Oak Barrel Wealth Advisory LLC
INCREASED499498+1+0%$371.9K$380.7K+$8.7K2026-11-05
Kimelman & Baird, LLC
DECREASED495532-37-7%$397.3K$377.5K-$19.8K2026-11-03
Fiduciary Advisors, Inc.
INCREASED495493+2+0%$368.5K$377.2K+$8.7K2026-10-16
Next Level Wealth Planning, LLC
INCREASED493329+164+50%$245.7K$376.0K+$130.3K2026-10-29
Oakmont Investment Advisors, Inc.
UNCHANGED49349300%$368.3K$376.2K+$7.8K2026-10-21
Richardson Capital Management LLC
INCREASED491490+1+0%$365.8K$374.4K+$8.6K2026-10-23
Whitener Capital Management, Inc.
DECREASED490533-43-8%$398.0K$373.7K-$24.3K2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED489503-14-3%$376.2K$372.9K-$3.3K2026-11-03
Wrenne Financial Planning LLC
INCREASED486482+4+1%$360.1K$370.8K+$10.7K2026-10-30
Drum Hill Capital, LLC
INCREASED484469+15+3%$350.2K$369.1K+$18.9K2026-10-20
Stanich Group LLC
INCREASED483482+1+0%$360.1K$368.5K+$8.4K2026-10-16
Rubicon Advisors, GP
INCREASED483482+1+0%$360.1K$368.3K+$8.3K2026-10-23
DWM Financial Group, Inc.
NEW482—+482——$367.2K—2026-10-28
Sweeney & Michel, LLC
DECREASED482572-90-16%$442.1K$368.3K-$73.8K2026-10-16
Northwest Wealth Advisors, LLC
INCREASED482481+1+0%$359.5K$367.5K+$8.0K2026-11-02
Kenora Financial, LLC
UNCHANGED48248200%$359.9K$367.6K+$7.6K2026-10-20
Andina Capital Management, LLC
UNCHANGED48048000%$358.5K$366.1K+$7.6K2026-10-21
Wealth Advisors Northwest LLC
DECREASED479524-45-9%$391.2K$365.4K-$25.8K2026-10-29
ATX Financial Planning, LLC
UNCHANGED47947900%$357.7K$365.3K+$7.6K2026-10-14
TradeWell Securities, Llc.
DECREASED478490-12-2%$365.8K$364.3K-$1.6K2026-10-21
Gray Private Wealth, LLC
UNCHANGED47747700%$356.0K$363.6K+$7.6K2026-10-28
Magnolia Wealth Management, LLC
DECREASED476488-12-2%$364.4K$363.0K-$1.4K2026-10-16
Smith Partners Wealth Management, LLC
UNCHANGED47647600%$355.5K$363.0K+$7.5K2026-11-05
Hendershot Investments Inc.
UNCHANGED47547500%$354.5K$362.1K+$7.6K2026-11-05
HFG Wealth Management, LLC
UNCHANGED47447400%$353.7K$353.7K$02026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED47447400%$355.8K$361.5K+$5.7K2026-10-01
Bucket List Wealth Management, LLC
UNCHANGED47247200%$352.5K$360.0K+$7.5K2026-10-22
Hill Island Financial LLC
DECREASED471523-52-10%$390.5K$359.3K-$31.2K2026-10-20
Carlson Financial, Inc.
DECREASED471484-13-3%$362.1K$359.2K-$2.8K2026-11-05
Professional Financial Advisors, LLC
DECREASED469483-14-3%$360.9K$357.8K-$3.0K2026-10-13
Gerald Baker Financial Group LLC
DECREASED468483-15-3%$360.8K$357.0K-$3.8K2026-10-09
Wilkins Miller Wealth Management, LLC
UNCHANGED46846800%$349.2K$357.0K+$7.8K2026-10-13
Whipplewood Advisors, LLC
INCREASED467437+30+7%$326.3K$356.1K+$29.8K2026-10-20
Fulcrum Wealth Advisors, LLC
DECREASED464544-80-15%$406.2K$354.1K-$52.2K2026-10-16
Riversedge Advisors, LLC
DECREASED463465-20%$347.3K$353.4K+$6.1K2026-10-09
Moulton Wealth Management, Inc
INCREASED463462+1+0%$345.5K$353.9K+$8.4K2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED462456+6+1%$340.5K$352.3K+$11.8K2026-10-23
Tenon Financial LLC
DECREASED461736-275-37%$549.5K$351.4K-$198.1K2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED461427+34+8%$318.6K$351.3K+$32.7K2026-11-05
RCS Financial Planning, LLC
DECREASED460514-54-11%$384.5K$351.7K-$32.8K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED459470-11-2%$350.8K$349.9K-$9342026-10-09
Mcrae Capital Management Inc
DECREASED457481-24-5%$359.2K$348.5K-$10.7K2026-10-15
Flywheel Private Wealth LLC
UNCHANGED45745700%$341.3K$348.5K+$7.2K2026-11-02
Diligent Investors, LLC
DECREASED456570-114-20%$425.7K$347.4K-$78.3K2026-10-21
Higgins & Schmidt Wealth Strategies LLC
DECREASED456488-32-7%$364.4K$347.8K-$16.7K2026-10-26
Kaufman Rossin Wealth, LLC
INCREASED455444+11+2%$333.8K$347.0K+$13.2K2026-10-19
Probity Advisors, Inc.
DECREASED455464-9-2%$346.5K$347.0K+$4962026-10-23
Dorval Corp
INCREASED450449+1+0%$335.0K$343.0K+$8.0K2026-10-29
WMG Financial Advisors, LLC
UNCHANGED45045000%$336.2K$336.2K$02026-10-28
Biltmore Wealth Management, LLC
INCREASED449405+44+11%$302.4K$342.5K+$40.0K2026-10-09
Belleair Asset Management, LLC
UNCHANGED44944900%$335.3K$342.5K+$7.1K2026-11-03
Wealthcare Capital Management LLC
DECREASED4471,175-728-62%$877.5K$340.9K-$536.6K2026-10-21
Golden Bell Financial Planning LLC
UNCHANGED44744700%$333.8K$340.9K+$7.1K2026-11-02
OxenFree Capital LLC
INCREASED444344+100+29%$256.9K$345.9K+$89.0K2026-10-07
tru Independence LLC
DECREASED442444-20%$331.9K$337.2K+$5.4K2026-10-20
Hamilton Capital, LLC
NEW440—+440——$335.6K—2026-10-08
Thompson Davis & Co., Inc.
DECREASED439440-10%$328.6K$334.8K+$6.2K2026-11-05
Quantum Financial Planning Services, Inc.
DECREASED438472-34-7%$352.7K$333.7K-$19.0K2026-10-14
Legacy Financial Independent Advisors LLC
DECREASED438445-7-2%$332.3K$334.0K+$1.7K2026-11-02
Endowment Wealth Management, Inc.
INCREASED437336+101+30%$250.9K$333.6K+$82.7K2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED434332+102+31%$247.9K$331.2K+$83.3K2026-10-19
Mullooly Asset Management, Inc.
INCREASED434432+2+0%$322.7K$330.4K+$7.7K2026-10-30
Lederer & Associates Investment Counsel
UNCHANGED43443400%$324$331+$72026-10-23
M Wealth Management, LLC
INCREASED433432+1+0%$322.9K$329.9K+$7.0K2026-10-14
Lauterbach Financial Advisors, LLC
UNCHANGED43343300%$323.2K$330.1K+$6.9K2026-10-21
Clay Northam Wealth Management, LLC
UNCHANGED43143100%$321.9K$328.7K+$6.8K2026-10-13
William Allan Corp
INCREASED429428+1+0%$319.8K$327.4K+$7.6K2026-10-14
B.A. Schrock Wealth Management, Inc.
NEW426—+426——$325.5K—2026-10-15
Seek First Inc.
DECREASED4252,543-2,118-83%$1.9M$323.9K-$1.6M2026-10-27
Stone House Investment Management, LLC
INCREASED425384+41+11%$286.8K$323.8K+$37.0K2026-10-23
Sterling Group Wealth Management, LLC
UNCHANGED42442400%$316.6K$323.4K+$6.7K2026-11-03
Rakuten Securities, Inc.
DECREASED423520-97-19%$388.3K$322.6K-$65.7K2026-11-02
Western Reserve Capital Management, LLC
UNCHANGED42342300%$315.9K$322.6K+$6.7K2026-10-14
Arcataur Capital Management LLC
UNCHANGED42342300%$316.2K$322.9K+$6.7K2026-10-21
Highland Financial Advisors, LLC
DECREASED421437-16-4%$326.3K$321.1K-$5.3K2026-10-19
Leelyn Smith, LLC
INCREASED420406+14+3%$303.2K$320.3K+$17.1K2026-11-03
Trust Investment Advisors
NEW418—+418——$318.8K—2026-10-20
Elm3 Financial Group, LLC
DECREASED418504-86-17%$376.4K$318.8K-$57.6K2026-10-07
Gleason Group, Inc.
INCREASED415414+1+0%$308.9K$316.3K+$7.4K2026-10-15
Inman Jager Wealth Management, LLC
UNCHANGED41441400%$309.2K$315.7K+$6.6K2026-11-05
Blue Water Asset Management
INCREASED412411+1+0%$307.0K$313.9K+$6.9K2026-11-04
PFS Partners, LLC
UNCHANGED41241200%$307.7K$314.5K+$6.8K2026-10-21
Prodigy Asset Management LLC
UNCHANGED41141100%$306.9K$313.4K+$6.5K2026-10-28
6th Street Advisors, LLC
UNCHANGED41041000%$307.0K$313.5K+$6.5K2026-10-14
DWR Wealth Management, LLC
INCREASED408400+8+2%$296.6K$311.7K+$15.0K2026-10-13
Heritage Family Offices, LLP
UNCHANGED40740700%$303.9K$310.4K+$6.5K2026-11-02
Amicus Financial Advisors, LLC
DECREASED4061,069-663-62%$798.6K$309.3K-$489.3K2026-11-03
Town Capital LLC
INCREASED406398+8+2%$297.2K$309.6K+$12.4K2026-11-03
Disciplined Equity Management, Inc.
INCREASED405382+23+6%$285.3K$308.9K+$23.6K2026-10-14
Cedar Mountain Advisors, LLC
INCREASED405404+1+0%$301.9K$308.7K+$6.7K2026-10-15
Durante & Waters, LLC
UNCHANGED40540500%$302.4K$308.9K+$6.4K2026-10-28
Forteris Wealth Management Inc.
DECREASED403423-20-5%$315.9K$307.3K-$8.5K2026-10-13
Mystic Asset Management, Inc.
DECREASED403413-10-2%$308.4K$307.3K-$1.1K2026-10-15
Avalon Advisory Group
UNCHANGED40340300%$300.9K$307.3K+$6.4K2026-10-20
Rockport Wealth LLC
DECREASED402702-300-43%$524.2K$306.6K-$217.7K2026-11-03
Elevation Wealth Management LLC
DECREASED402413-11-3%$309.0K$307.2K-$1.9K2026-11-02
Dmkc Advisory Services, LLC
INCREASED400399+1+0%$298.2K$305.3K+$7.1K2026-11-04
Mechanics Financial Corp
DECREASED395435-40-9%$324.8K$301.2K-$23.6K2026-11-05
Fjell Capital, LLC
NEW394—+394——$300.3K—2026-10-13
LightSquare Wealth Management, LLC
DECREASED394480-86-18%$358.2K$300.7K-$57.5K2026-11-03
Murphy Pohlad Asset Management LLC
UNCHANGED39239200%$292.7K$299.0K+$6.2K2026-10-22
Pecaut & Co.
INCREASED391390+1+0%$291.5K$298.3K+$6.9K2026-10-27
EnRich Financial Partners LLC
INCREASED390373+17+5%$278.5K$297.4K+$18.9K2026-10-21
Integrated Capital Management, LLC
INCREASED389388+1+0%$289.8K$296.5K+$6.7K2026-10-23
Leading Edge Financial Planning LLC
UNCHANGED38938900%$290.2K$296.3K+$6.2K2026-10-23
Miramontes Capital, LLC
INCREASED388318+70+22%$237.8K$296.3K+$58.5K2026-10-19
Columbus Macro, LLC
INCREASED388387+1+0%$289.1K$296.0K+$6.9K2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED38838800%$289.9K$296.1K+$6.2K2026-10-23
Northwest Financial Advisors
DECREASED387413-26-6%$308.5K$295.2K-$13.4K2026-10-27
Red Mountain Financial, LLC
UNCHANGED38538500%$287.5K$293.6K+$6.1K2026-11-03
Dutch Asset Corp
UNCHANGED38538500%$287.5K$293.6K+$6.1K2026-10-20
First Bank & Trust
UNCHANGED38438400%$286.8K$292.9K+$6.1K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED381334+47+14%$249.4K$291.1K+$41.7K2026-10-28
BetterWealth, LLC
UNCHANGED38138100%$284.5K$290.6K+$6.0K2026-10-15
Acumen Wealth Advisors, LLC
NEW380—+380——$290.5K—2026-11-05
RiverTree Advisors, LLC
UNCHANGED38038000%$283.8K$289.8K+$6.0K2026-10-13
Fischer Financial Services, Inc.
UNCHANGED38038000%$283.7K$289.7K+$6.0K2026-10-30
River's Edge Wealth Management, LLC
DECREASED378383-5-1%$289.1K$288.5K-$5942026-10-19
LongView Wealth Management
INCREASED378377+1+0%$281.8K$287.9K+$6.1K2026-10-19
Burns Matteson Capital Management, LLC
INCREASED377376+1+0%$280.9K$287.3K+$6.4K2026-10-16
Skyline Advisors, Inc.
DECREASED375412-37-9%$307.7K$285.8K-$21.9K2026-11-03
Wealth Advisory Team LLC
UNCHANGED37537500%$280.8K$286.0K+$5.2K2026-11-05
Briaud Financial Planning Inc
DECREASED374962-588-61%$718.4K$285.2K-$433.2K2026-10-20
ProCore Advisors, LLC
INCREASED374364+10+3%$271.8K$285.2K+$13.4K2026-10-14
Greenwood Capital Associates LLC
UNCHANGED37337300%$278.5K$284.5K+$5.9K2026-10-27
Inlet Private Wealth, LLC
UNCHANGED37337300%$278.5K$284.5K+$5.9K2026-10-21
Alpha Advisors, LLC
UNCHANGED37237200%$277.8K$283.7K+$5.9K2026-10-19
Capstone Capital LLC
UNCHANGED37037000%$276.3K$282.2K+$5.9K2026-10-14
Vestment Financial LLC
NEW368—+368——$280.1K—2026-10-13
BAM Wealth Management, LLC
DECREASED368521-153-29%$388.8K$280.4K-$108.4K2026-10-15
Buska Wealth Management, LLC
INCREASED368362+6+2%$270.0K$280.7K+$10.7K2026-10-08
Avion Wealth
UNCHANGED36736700%$274.0K$279-$273.7K2026-11-04
Fusion Capital, LLC
UNCHANGED36736700%$273.7K$279.7K+$6.0K2026-10-28
LFG Wealth Partners, LLC
DECREASED366406-40-10%$303.2K$279.1K-$24.1K2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED36636600%$273.3K$279.1K+$5.8K2026-11-03
Davis-Rea Ltd.
UNCHANGED36536500%$273.3K$278.4K+$5.1K2026-10-13
Penn Davis Mcfarland Inc
DECREASED364370-6-2%$276.5K$277.9K+$1.4K2026-10-23
Schmidt P J Investment Management Inc
UNCHANGED36436400%$271.8K$277.6K+$5.8K2026-11-02
Raub Brock Capital Management LP
NEW363—+363——$277.2K—2026-10-21
Richard Young Associates, Ltd.
DECREASED363417-54-13%$311.4K$276.8K-$34.6K2026-11-03
Madson Wealth Advisors Inc
INCREASED363362+1+0%$270.4K$276.8K+$6.5K2026-10-13
Rolek Wealth Management LLC
NEW362—+362——$276.0K—2026-10-21
Sunburst Financial Group, LLC
DECREASED361449-88-20%$335.7K$275.1K-$60.6K2026-10-09
Louisbourg Investments Inc.
DECREASED361368-7-2%$274.8K$275.3K+$4982026-10-20
Euro Pacific Asset Management, LLC
NEW360—+360——$274.5K—2026-11-03
Heritage OAK Wealth Advisors LLC
NEW359—+359——$274.4K—2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED358357+1+0%$266.9K$272.6K+$5.7K2026-11-03
Corepath Wealth Partners LLC
UNCHANGED35835800%$266.7K$278.1K+$11.4K2026-10-21
Foronjy Financial LLC
INCREASED357292+65+22%$218.1K$272.3K+$54.2K2026-10-14
Herold Advisors, Inc.
DECREASED356629-273-43%$471.0K$271.6K-$199.4K2026-10-19
Peak Financial Management, Inc.
DECREASED353365-12-3%$273.1K$269.9K-$3.3K2026-10-16
Fortress Financial Solutions, LLC
NEW351—+351——$267.5K—2026-10-14
Jeter Robert S II
INCREASED351350+1+0%$264.1K$272.9K+$8.8K2026-10-16
Capstone Wealth Management Group, LLC
DECREASED350492-142-29%$367.1K$232.9K-$134.2K2026-11-05
Firethorn Wealth Partners, LLC
DECREASED350358-8-2%$267.6K$267.1K-$5192026-10-14
Boyer Financial Services, Inc.
UNCHANGED35035000%$260.7K$266.9K+$6.2K2026-10-23
Wall Capital Group, Inc.
NEW349—+349——$266.2K—2026-10-14
Park State Asset Management
UNCHANGED34834800%$259.9K$265.4K+$5.5K2026-11-02
Boyce & Associates Wealth Consulting, Inc.
INCREASED345344+1+0%$256.9K$263.0K+$6.1K2026-10-14
MKD Wealth Coaches, LLC
UNCHANGED34534500%$257.6K$263.1K+$5.5K2026-10-09
Northern Lights Advisors, Inc.
UNCHANGED34534500%$257.7K$263.2K+$5.5K2026-10-21
Inlight Wealth Management, LLC
INCREASED343339+4+1%$252.8K$261.4K+$8.7K2026-10-21
Koesten, Hirschmann & Crabtree, Inc.
DECREASED341368-27-7%$275.1K$260.3K-$14.8K2026-10-13
Roberts Financial Services LLC
INCREASED341340+1+0%$254.0K$259.8K+$5.7K2026-10-23
Guilbault Capital LLC
UNCHANGED34134100%$254.6K$260.1K+$5.4K2026-10-28
Aljian Capital Management, LLC
INCREASED339337+2+1%$251.6K$258.5K+$6.9K2026-10-28
Flagstone Financial Management
UNCHANGED33733700%$252.0K$257.4K+$5.4K2026-11-05
Spectrum Financial Alliance Ltd LLC
UNCHANGED33733700%$251.8K$257.2K+$5.3K2026-10-29
Sterling Wealth Management, Inc.
DECREASED336343-7-2%$256.1K$256.2K+$1022026-10-23
Form Wealth Advisors, LLC
INCREASED335280+55+20%$209.1K$255.5K+$46.4K2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED33533500%$249.6K$255.6K+$6.0K2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED332712-380-53%$532.0K$253.5K-$278.5K2026-11-05
E6 Portfolios, LLC
NEW331—+331——$252.4K—2026-10-26
Tradewinds Capital Management, LLC
INCREASED329323+6+2%$241.3K$251.1K+$9.7K2026-10-23
Purewater Capital LLC
UNCHANGED32832800%$244.9K$250.1K+$5.2K2026-10-23
Prentiss Smith & Co Inc
NEW327—+327——$249.4K—2026-10-27
Friedenthal Financial
DECREASED327454-127-28%$339.0K$249.4K-$89.7K2026-10-27
Andrews, Lucia Wealth Management LLC
UNCHANGED32732700%$243.9K$249.5K+$5.6K2026-11-02
Sound Financial Strategies Group, LLC
DECREASED326354-28-8%$264.4K$248.6K-$15.7K2026-10-30
GLR Partners, LLC
DECREASED326332-6-2%$247.9K$249.0K+$1.0K2026-11-04
Centerpoint Advisory Group
DECREASED325339-14-4%$253.2K$247.9K-$5.3K2026-10-23
Altman Advisors, Inc.
UNCHANGED32532500%$242.7K$247.9K+$5.2K2026-11-05
Brookmont Capital Management
UNCHANGED32532500%$242.7K$247.9K+$5.2K2026-10-23
Whelan Financial
INCREASED323313+10+3%$234.1K$246.0K+$11.9K2026-10-28
Sound Portfolio Advisors, LLC
UNCHANGED32332300%$241.2K$246.3K+$5.1K2026-11-05
TFB Advisors LLC
DECREASED322344-22-6%$256.9K$245.6K-$11.3K2026-11-02
John G Ullman & Associates Inc
NEW320—+320——$244.0K—2026-11-04
OAK Family Advisors, LLC
UNCHANGED32032000%$239.0K$244.0K+$5.1K2026-10-19
Wellment Financial
INCREASED319318+1+0%$237.5K$243.3K+$5.8K2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED31931900%$238.2K$243.3K+$5.1K2026-10-28
Fortune Financial Group, Inc.
DECREASED317322-5-2%$240.5K$241.8K+$1.3K2026-10-22
RCW Management, LLC
UNCHANGED31731700%$236.7K$241.8K+$5.0K2026-10-30
Provident Wealth Management, LLC
UNCHANGED31731700%$236.7K$241.8K+$5.0K2026-10-20
Compass Wealth Management, LLC
UNCHANGED31631600%$236.0K$241.2K+$5.1K2026-10-30
Rye Brook Capital LLC
DECREASED315325-10-3%$243.0K$240-$242.8K2026-10-07
Goodman Advisory Group, LLC
UNCHANGED31431400%$234.5K$239.5K+$5.0K2026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED31431400%$234.5K$239.5K+$5.0K2026-10-30
LS Investment Advisors, LLC
DECREASED3131,258-945-75%$939.7K$239.0K-$700.7K2026-10-13
ETF Store, Inc.
INCREASED312311+1+0%$232.4K$237.7K+$5.3K2026-10-19
Ipswich Investment Management Co., Inc.
UNCHANGED31231200%$233.0K$237.9K+$4.9K2026-10-13
Maltin Wealth Management, Inc.
INCREASED309308+1+0%$230.1K$235.4K+$5.3K2026-10-13
TSA Wealth Managment LLC
UNCHANGED30930900%$230.8K$235.7K+$4.9K2026-10-22
Financial Network Wealth Advisors LLC
INCREASED308263+45+17%$196.4K$234.9K+$38.5K2026-10-28
Prairiewood Capital, LLC
INCREASED307286+21+7%$213.6K$234.1K+$20.6K2026-10-16
Quantify Chaos Advisors, LLC
NEW306—+306——$233.0K—2026-11-04
Stockman Wealth Management, Inc.
INCREASED303277+26+9%$206.9K$231.1K+$24.2K2026-10-27
Artemis Wealth Advisors, LLC
NEW301—+301——$229.3K—2026-11-05
JDH Wealth Management, LLC
INCREASED301300+1+0%$224.1K$229.5K+$5.4K2026-10-20
Coerente Capital Management
DECREASED300370-70-19%$276.3K$228.8K-$47.5K2026-10-29
Kraematon Investment Advisors, Inc
DECREASED299319-20-6%$238.0K$227.9K-$10.2K2026-11-02
Layline Advisors, LLC
INCREASED299298+1+0%$222.4K$227.7K+$5.3K2026-11-02
Planning Strategies Inc.
UNCHANGED29829800%$222.5K$227.3K+$4.7K2026-10-02
Community Trust & Investment Co
UNCHANGED29729700%$221.8K$226.5K+$4.7K2026-10-15
Harold Davidson & Associates Inc.
DECREASED296305-9-3%$227.9K$225.9K-$2.0K2026-10-29
Prosperity Advisers, LLC
INCREASED296295+1+0%$221.0K$226.2K+$5.2K2026-10-28
RM Financial Services, LLC
UNCHANGED29629600%$221.0K$225.7K+$4.7K2026-11-03
O'Connor Financial Group LLC
DECREASED295297-2-1%$222.1K$225.3K+$3.2K2026-10-26
apricus wealth, LLC
NEW294—+294——$224.5K—2026-10-26
Citizens National Bank Trust Department
UNCHANGED29329300%$218.8K$223.5K+$4.6K2026-11-04
Tectonic Advisors LLC
DECREASED291340-49-14%$254.2K$221.9K-$32.3K2026-10-22
Melone Private Wealth, LLC
INCREASED291290+1+0%$216.4K$221.6K+$5.2K2026-10-16
Financial Harvest, LLC
UNCHANGED29129100%$217.3K$221.9K+$4.6K2026-10-15
Kroeger Financial Partners
UNCHANGED29029000%$216.6K$221.2K+$4.6K2026-10-19
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED28928900%$215.8K$220.4K+$4.6K2026-10-30
Advisors Management Group Inc
NEW288—+288——$219—2026-11-05
Shearwater Capital LLC
NEW285—+285——$217.4K—2026-10-13
TrustWell Financial Advisors, LLC
DECREASED285354-69-19%$264.4K$217.1K-$47.3K2026-10-15
Clayton Financial Group LLC
NEW284—+284——$216.7K—2026-10-13
RMG Wealth Management LLC
UNCHANGED28328300%$218.6K$215.8K-$2.8K2026-10-26
Puff Wealth Management, LLC
DECREASED282293-11-4%$219.1K$214.7K-$4.4K2026-10-07
Willner & Heller, LLC
INCREASED281280+1+0%$209.4K$214.3K+$4.8K2026-10-28
Oregon Pacific Wealth Management, LLC
UNCHANGED28128100%$209.8K$214.3K+$4.5K2026-10-20
Tenret Co LLC
NEW280—+280——$213.7K—2026-11-02
Seed Wealth Management, Inc.
UNCHANGED28028000%$209.1K$213.5K+$4.4K2026-10-20
Financial Insights, Inc.
INCREASED279277+2+1%$206.9K$212.8K+$5.9K2026-10-27
Financial Symmetry Inc
UNCHANGED27827800%$207.6K$212.0K+$4.4K2026-10-06
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED27627600%$206.3K$210.7K+$4.4K2026-10-15
Thomas Story & SON LLC
UNCHANGED27527500%$205.4K$209.7K+$4.4K2026-10-13
Winnacle Wealth LLC
UNCHANGED27427400%$204.3K$209.2K+$4.9K2026-10-15
Christensen, King & Associates Investment Services, Inc.
DECREASED272282-10-4%$210.4K$207.3K-$3.2K2026-10-22
Letson Investment Management, Inc.
UNCHANGED27227200%$203.1K$207.4K+$4.3K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED27227200%$203.1K$207.4K+$4.3K2026-10-13
NorthAvenue LLC
UNCHANGED27227200%$203.3K$207.6K+$4.4K2026-10-29
Anderson Hoagland & Co
UNCHANGED27127100%$202.4K$207.0K+$4.7K2026-10-23
Bayshore Asset Management, LLC
DECREASED269481-212-44%$359.2K$209.3K-$149.9K2026-11-03
Peak Financial Advisors LLC
UNCHANGED26926900%$200.9K$205.1K+$4.3K2026-10-28
SwitchPoint Financial Planning, LLC
NEW268—+268——$204.2K—2026-11-02
Fearless Solutions, LLC dba Best Invest
NEW264—+264——$201.6K—2026-10-14
Paragon Advisors, LLC
NEW263—+263——$200.2K—2026-11-03
Andrew Hill Investment Advisors, Inc.
NEW262—+262——$200.2K—2026-10-22
Strs Ohio
DECREASED2551,885-1,630-86%$1.4M$194.5K-$1.2M2026-10-30
Clark Wealth Partners
UNCHANGED24924900%$186.1K$190.1K+$4.0K2026-10-19
Aventus Investment Advisors, Inc.
UNCHANGED24724700%$184.5K$188.4K+$3.9K2026-10-09
Prudent Man Investment Management, Inc.
INCREASED241189+52+28%$128.8K$183.4K+$54.6K2026-11-03
Dorato Capital Management
UNCHANGED23623600%$178.2K$183.4K+$5.3K2026-10-08
Team Financial Group, LLC
NEW233—+233——$177.8K—2026-10-30
Horrell Capital Management, Inc.
INCREASED227219+8+4%$163.5K$173.1K+$9.6K2026-10-08
Trellis Wealth Advisors LLC
NEW222—+222——$169.3K—2026-10-19
Kentucky Trust Co
UNCHANGED21521500%$160.6K$164.0K+$3.4K2026-10-15
Gilpin Wealth Management, LLC
DECREASED209254-45-18%$189.7K$159.4K-$30.3K2026-10-09
Westchester Capital Management, Inc.
DECREASED208543-335-62%$405.5K$158.6K-$246.9K2026-10-23
Sima Wealth Partners, LLC
INCREASED208203+5+2%$151.6K$158.7K+$7.1K2026-10-19
Hardworking Capital Advisors, LLC
DECREASED20720,007-19,800-99%$14.9M$157.9K-$14.8M2026-10-20
Carolina Wealth Advisors, LLC
INCREASED20328+175+625%$20.9K$154.5K+$133.6K2026-10-23
GGM Financial LLC
INCREASED199188+11+6%$140.5K$151.4K+$11.0K2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED199205-6-3%$153.1K$151.8K-$1.3K2026-10-30
Financial Consulate, Inc
INCREASED195145+50+34%$108.4K$149.1K+$40.7K2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED19519500%$145.6K$148.7K+$3.1K2026-10-05
First Pacific Financial
DECREASED193194-1-1%$145.0K$147.4K+$2.4K2026-10-14
Mountain Hill Investment Partners Corp.
UNCHANGED19019000%$141.7K$144.7K+$3.0K2026-10-23
Entrust Financial LLC
INCREASED186167+19+11%$124.9K$141.6K+$16.7K2026-11-04
Curat Global, LLC
INCREASED185100+85+85%$138.2K$141.1K+$2.9K2026-10-26
Hoey Investments, Inc
INCREASED184153+31+20%$114.3K$140.3K+$26.1K2026-10-29
IMG Wealth Management, Inc.
UNCHANGED18218200%$135.9K$138.8K+$2.9K2026-10-27
First Community Trust NA
INCREASED179162+17+10%$121.0K$136.5K+$15.5K2026-10-07
Birchbrook, Inc.
INCREASED179178+1+1%$133.1K$136.8K+$3.7K2026-10-14
Birchwood Financial Partners, Inc.
INCREASED176175+1+1%$130.9K$134.1K+$3.1K2026-11-02
Robbins Farley
INCREASED173171+2+1%$127.7K$131.9K+$4.2K2026-10-21
Milestone Investment Advisors LLC
UNCHANGED17317300%$129.2K$131.9K+$2.7K2026-11-05
Ashurst Perkins Coie Trust Co
UNCHANGED16916900%$126.2K$128.9K+$2.7K2026-10-15
Eukles Asset Management
UNCHANGED16616600%$124.0K$126.6K+$2.6K2026-11-04
CrossGen Wealth, LLC
UNCHANGED16316300%$121.8K$124.4K+$2.6K2026-10-30
Covestor Ltd
DECREASED161175-14-8%$131.0K$123-$130.9K2026-10-30
Chapman Financial Group, LLC
UNCHANGED16016000%$119.5K$122.0K+$2.5K2026-10-26
Baer Investment Advisory LLC
NEW159—+159——$121.3K—2026-10-13
Markowski Investments
INCREASED155100+55+55%$74.7K$118.2K+$43.5K2026-10-30
Thompson Investment Management, Inc.
DECREASED155180-25-14%$134.4K$118.2K-$16.2K2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED15515500%$115.0K$118-$114.9K2026-11-04
Putney Financial Group LLC
NEW152—+152——$115.9K—2026-10-30
Essential Investment Partners LLC
UNCHANGED13713700%$102.3K$104.5K+$2.2K2026-10-27
Bochk Asset Management Ltd
INCREASED12550+75+150%$37.3K$95.3K+$58.0K2026-10-29
MilWealth Group LLC
UNCHANGED12012000%$89.7K$91.6K+$1.9K2026-11-02
Accordant Advisory Group Inc
DECREASED119120-1-1%$89.6K$90.8K+$1.1K2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED11911900%$88.9K$90.8K+$1.9K2026-10-16
Bank & Trust Co
UNCHANGED11811800%$88.1K$90.0K+$1.9K2026-10-07
Arvest Investments, Inc.
DECREASED115370-255-69%$276.3K$87.7K-$188.6K2026-10-21
Kingdom Financial Group Llc.
UNCHANGED11411400%$84.8K$86.8K+$2.0K2026-11-04
Arcadia Investment Advisors LLC
UNCHANGED11111100%$82.8K$84.6K+$1.8K2026-10-13
Skylands Capital, LLC
UNCHANGED10010000%$74.7K$76.3K+$1.6K2026-10-21
Tower Trust & Investment Co
UNCHANGED10010000%$74.7K$76.3K+$1.6K2026-10-28
Hartford Financial Management Inc.
UNCHANGED949400%$70.2K$71.7K+$1.5K2026-10-21
True Wealth Design, LLC
UNCHANGED878700%$65.0K$66.3K+$1.4K2026-10-13
O'Domhnaill Enterprises, Inc.
NEW85—+85——$64.8K—2026-10-29
Hara Capital LLC
UNCHANGED858500%$63.6K$64.8K+$1.2K2026-10-30
Navigoe, LLC
UNCHANGED848400%$62$64+$22026-11-04
Southern Michigan Bank & Trust
UNCHANGED838300%$62.0K$63.3K+$1.3K2026-10-19
Horizon Financial Services, LLC
DECREASED81112-31-28%$83.6K$61.8K-$21.9K2026-11-04
Wealth Analytics Partners, LLC
NEW80—+80——$61.0K—2026-10-19
1620 Investment Advisors, Inc.
DECREASED7688-12-14%$66.2K$58.1K-$8.0K2026-11-04
New England Capital Financial Advisors LLC
DECREASED7092-22-24%$68.7K$53.5K-$15.2K2026-11-03
PayPay Securities Corp
DECREASED6667-1-1%$50.0K$50.3K+$3002026-10-27
Plan Group Financial, LLC
INCREASED6139+22+56%$29.1K$46.9K+$17.8K2026-10-22
Sherman Asset Management, Inc.
UNCHANGED606000%$44.8K$45.8K+$9522026-11-05
CGC Financial Services, LLC
UNCHANGED606000%$44.8K$45.8K+$9522026-10-13
Contravisory Investment Management, Inc.
DECREASED59264-205-78%$197.3K$45.0K-$152.3K2026-10-13
DecisionPoint Financial, LLC
DECREASED5962-3-5%$46.2K$45.1K-$1.2K2026-10-27
Reap Financial Group, LLC
UNCHANGED555500%$41.1K$41.9K+$8732026-11-02
Vima LLC
DECREASED532,268-2,215-98%$2.3M$40.1K-$2.3M2026-10-23
MB, Levis & Associates, LLC
UNCHANGED535300%$39.6K$40.4K+$8402026-10-16
Sawyer & Company, Inc
UNCHANGED525200%$38.8K$39.7K+$8252026-10-21
POM Investment Strategies, LLC
INCREASED5045+5+11%$33.8K$37.8K+$4.0K2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED464600%$34.4K$35.1K+$7302026-10-14
Lloyd Advisory Services, Llc.
DECREASED4478-34-44%$58.2K$33.6K-$24.7K2026-11-02
Access Investment Management LLC
UNCHANGED404000%$29.9K$30.5K+$6352026-10-23
DB Fitzpatrick & Co, Inc
UNCHANGED393900%$29.1K$29.7K+$6192026-10-19
Madden Securities Corp
NEW37—+37——$28.2K—2026-10-27
Fairscale Capital, LLC
UNCHANGED343400%$25.5K$25.8K+$3692026-11-04
Livelsberger Financial Advisory
NEW33—+33——$25.2K—2026-10-28
Retirement Wealth Solutions LLC
NEW32—+32——$24.4K—2026-10-07
Advantage Trust Co
UNCHANGED313100%$23.2K$23.6K+$4922026-10-19
Strategic Advocates LLC
UNCHANGED292900%$21.3K$21.8K+$4532026-11-03
Networth Advisors, LLC
UNCHANGED282800%$20.9K$21.4K+$4872026-11-03
Meriwether Wealth & Planning, LLC
NEW26—+26——$19.8K—2026-10-13
Jcic Asset Management Inc.
INCREASED2520+5+25%$13.0K$19.1K+$6.1K2026-10-30
FFG Partners, LLC
NEW23—+23——$17.5K—2026-10-15
Sunrise Financial Services, LLC
UNCHANGED232300%$17.2K$17.5K+$3642026-10-21
Go Invest LLC
INCREASED142+12+600%$1.4K$10.4K+$9.0K2026-10-09
MJT & Associates Financial Advisory Group, Inc.
DECREASED1213-1-8%$9.7K$9.2K-$5572026-10-07
GS Investments, Inc.
UNCHANGED101000%$7.5K$7.6K+$1582026-11-05
Valued Wealth Advisors LLC
UNCHANGED8800%$6.0K$6.1K+$1272026-11-05
Greater Midwest Financial Group, LLC
NEW7—+7——$5.6K—2026-10-13
Carota Wealth Management
NEW6—+6——$4.6K—2026-11-03
Equitec Proprietary Markets, LLC
UNCHANGED2200%$1.5K$1.5K+$312026-11-04
Montgomery Financial Services LLC
UNCHANGED2200%$1.5K$1.5K+$312026-11-03
USA Financial Formulas
NEW1—+1——$763—2026-10-16
Summit Securities Group LLC
DECREASED162,300-62,299-100%$46.5M$763-$46.5M2026-11-05
Decker Retirement Planning Inc.
DECREASED18-7-87%$6.0K$763-$5.2K2026-10-19
Illumine Investment Management, LLC
NEW0—0——$201.4K—2026-10-22
Laurion Capital Management LP
CLOSED0270,000-270,000-100%$201.6M$0-$201.6M2026-10-30
Sumitomo Mitsui Trust Group, Inc.
CLOSED0116,185-116,185-100%$86.8M$0-$86.8M2026-10-29
CenterStar Asset Management, LLC
CLOSED085,734-85,734-100%$64.1M$0-$64.1M2026-10-09
Mariner Investment Group LLC
CLOSED076,475-76,475-100%$57.1M$0-$57.1M2026-11-04
Swiss Life Asset Management Ltd
CLOSED057,100-57,100-100%$42.6M$0-$42.6M2026-11-03
Simplex Trading, LLC
CLOSED053,496-53,496-100%$39.9M$0-$39.9M2026-11-04
Canoe Financial LP
CLOSED014,315-14,315-100%$5.5M$0-$5.5M2026-10-21
Reyes Financial Architecture, Inc.
CLOSED011,228-11,228-100%$8.4M$0-$8.4M2026-10-22
Wellington Shields & Co., LLC
CLOSED07,550-7,550-100%$5.6M$0-$5.6M2026-11-03
Sunesis Advisors, LLC
CLOSED06,472-6,472-100%$4.8M$0-$4.8M2026-10-26
111 Capital
CLOSED03,675-3,675-100%$2.7M$0-$2.7M2026-11-03
Wellington Shields Capital Management, LLC
CLOSED03,328-3,328-100%$2.5M$0-$2.5M2026-11-03
Check Capital Management Inc
CLOSED01,930-1,930-100%$1.4M$0-$1.4M2026-11-05
Academy Capital Management
CLOSED01,351-1,351-100%$1.0M$0-$1.0M2026-11-05
Vested Financial Planning, LLC
CLOSED01,235-1,235-100%$921.9K$0-$921.9K2026-10-28
Ardent Capital Management, Inc.
CLOSED01,146-1,146-100%$855.8K$0-$855.8K2026-10-16
Capstone Capital Management Ltd
CLOSED01,100-1,100-100%$821.4K$0-$821.4K2026-10-21
Mountain Pacific Investment Advisers LLC
CLOSED01,052-1,052-100%$785.5K$0-$785.5K2026-10-29
Castellan Group
CLOSED0900-900-100%$672.1K$0-$672.1K2026-10-19
Genesis Private Wealth, LLC
CLOSED0877-877-100%$654.9K$0-$654.9K2026-11-02
Flaharty Asset Management, LLC
CLOSED0827-827-100%$615.7K$0-$615.7K2026-11-02
Todd Asset Management LLC
CLOSED0685-685-100%$511.5K$0-$511.5K2026-10-27
Redmond Asset Management, LLC
CLOSED0637-637-100%$475.7K$0-$475.7K2026-10-27
Sherrill & Hutchins Financial Advisory, Inc
CLOSED0617-617-100%$460.6K$0-$460.6K2026-10-14
Newport Capital Group, LLC
CLOSED0589-589-100%$441.1K$0-$441.1K2026-10-16
Ping Capital Management, Inc.
CLOSED0500-500-100%$373.4K$0-$373.4K2026-10-13
DLK Investment Management, LLC
CLOSED0476-476-100%$259.0K$0-$259.0K2026-10-09
Winter & Associates, Inc.
CLOSED0454-454-100%$339.0K$0-$339.0K2026-10-23
Global View Capital Management LLC
CLOSED0448-448-100%$334.6K$0-$334.6K2026-10-28
Three Seasons Wealth, LLC
CLOSED0420-420-100%$313.6K$0-$313.6K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED0407-407-100%$303.9K$0-$303.9K2026-10-27
WBI Investments, LLC
CLOSED0403-403-100%$301.1K$0-$301.1K2026-11-05
Axos Invest Inc.
CLOSED0390-390-100%$291.3K$0-$291.3K2026-10-21
Scarborough Advisors, LLC
CLOSED0349-349-100%$258.8K$0-$258.8K2026-10-16
Capital Square, LLC
CLOSED0339-339-100%$256.6K$0-$256.6K2026-10-19
Lane Brothers & Co Inc
CLOSED0318-318-100%$237.8K$0-$237.8K2026-11-02
True Private Wealth Advisors
CLOSED0291-291-100%$217.0K$0-$217.0K2026-10-19
Pictet Bank & Trust Ltd
CLOSED0290-290-100%$216.6K$0-$216.6K2026-10-21
RFG Holdings, Inc.
CLOSED0270-270-100%$201.6K$0-$201.6K2026-10-30
Bullseye Investment Management, LLC
CLOSED0260-260-100%$194.2K$0-$194.2K2026-10-29
Sims Investment Management, LLC
CLOSED098-98-100%$73.2K$0-$73.2K2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$4.6M$5.0M+$456.4K2026-10-29
Ucla Foundation
UNCHANGED000—$0$0$02026-11-02
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
JPMorgan Chase & Co
N/A—47,650,227-47,650,227-100%$35.3B———
Jane Street Group, LLC
N/A—44,258,657-44,258,657-100%$33.1B———
Morgan Stanley
N/A—32,285,648-32,285,648-100%$24.1B———
Goldman Sachs Group Inc
N/A—31,515,905-31,515,905-100%$23.5B———
Bank of America Corp
N/A—30,777,198-30,777,198-100%$23.0B———
Susquehanna International Group, LLP
N/A—14,608,579-14,608,579-100%$10.9B———
D. E. Shaw & Co., Inc.
N/A—14,028,230-14,028,230-100%$10.5B———
Northern Trust Corp
N/A—13,734,618-13,734,618-100%$10.3B———
UBS Group AG
N/A—12,268,155-12,268,155-100%$9.2B———
Wells Fargo & Company
N/A—11,997,971-11,997,971-100%$9.0B———
Gotham Asset Management, LLC
N/A—11,393,386-11,393,386-100%$8.5B———
LPL Financial LLC
N/A—9,899,502-9,899,502-100%$7.4B———
Royal Bank of Canada
N/A—9,162,383-9,162,383-100%$6.8B———
HRT Financial LP
N/A—7,452,855-7,452,855-100%$5.6B———
Barclays PLC
N/A—6,877,699-6,877,699-100%$5.1B———
Bank of Montreal
N/A—6,446,804-6,446,804-100%$4.8B———
Northwestern Mutual Wealth Management Co
N/A—6,238,087-6,238,087-100%$4.7B———
Bridgewater Associates, LP
N/A—5,320,308-5,320,308-100%$4.0B———
Millennium Management LLC
N/A—4,857,109-4,857,109-100%$3.6B———
Raymond James Financial Inc
N/A—4,642,045-4,642,045-100%$3.5B———
Capula Management Ltd
N/A—4,595,409-4,595,409-100%$3.4B———
Carronade Capital Management, LP
N/A—4,500,000-4,500,000-100%$3.4B———
FMR LLC
N/A—4,159,436-4,159,436-100%$3.1B———
PNC Financial Services Group, Inc.
N/A—3,829,921-3,829,921-100%$2.9B———
Cresset Asset Management, LLC
N/A—3,728,404-3,728,404-100%$2.8B———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—3,500,840-3,500,840-100%$2.6B———
BNP Paribas Financial Markets
N/A—3,190,021-3,190,021-100%$2.4B———
Clal Insurance Enterprises Holdings Ltd
N/A—3,036,296-3,036,296-100%$2.3B———
Ameriprise Financial Inc
N/A—2,966,528-2,966,528-100%$2.2B———
Rockefeller Capital Management L.P.
N/A—2,829,298-2,829,298-100%$2.1B———
HighTower Advisors, LLC
N/A—2,709,844-2,709,844-100%$2.0B———
Envestnet Asset Management Inc
N/A—2,603,752-2,603,752-100%$1.9B———
TD Asset Management Inc
N/A—2,473,419-2,473,419-100%$1.8B———
Focus Partners Wealth
N/A—2,355,908-2,355,908-100%$1.6B———
Cerity Partners LLC
N/A—2,266,287-2,266,287-100%$1.7B———
BlackRock, Inc.
N/A—2,178,833-2,178,833-100%$1.6B———
Pathstone Holdings, LLC
N/A—2,152,900-2,152,900-100%$1.6B———
Cetera Investment Advisers
N/A—1,868,568-1,868,568-100%$1.4B———
Blackstone Inc.
N/A—1,703,368-1,703,368-100%$1.3B———
Alphadyne Asset Management LP
N/A—1,695,591-1,695,591-100%$1.3B———
State Street Corp
N/A—1,651,575-1,651,575-100%$1.2B———
Stifel Financial Corp
N/A—1,584,389-1,584,389-100%$1.2B———
Optiver Holding B.V.
N/A—1,547,020-1,547,020-100%$1.2B———
Osaic Holdings, Inc.
N/A—1,522,632-1,522,632-100%$1.1B———
Mariner, LLC
N/A—1,435,507-1,435,507-100%$1.1B———
GTS Securities LLC
N/A—1,366,340-1,366,340-100%$1.0B———
Qube Research & Technologies Ltd
N/A—1,322,649-1,322,649-100%$987.7M———
Squarepoint Ops LLC
N/A—1,252,701-1,252,701-100%$935.5M———
Power Alpha Investment Ltd
N/A—1,244,951-1,244,951-100%$929.5M———
Norinchukin Bank, The
N/A—1,233,000-1,233,000-100%$920.8M———
BW Gestao de Investimentos Ltda.
N/A—1,227,723-1,227,723-100%$916.8M———
Manufacturers Life Insurance Company, the
N/A—1,202,150-1,202,150-100%$897.7M———
MAI Capital Management
N/A—1,195,510-1,195,510-100%$893.0M———
Pure Financial Advisors, LLC
N/A—1,164,805-1,164,805-100%$869.8M———
Man Group plc
N/A—1,146,541-1,146,541-100%$856.2M———
AQR Capital Management LLC
N/A—1,144,745-1,144,745-100%$854.9M———
CIBC World Market Inc.
N/A—1,110,140-1,110,140-100%$829.0M———
BBR Partners, LLC
N/A—1,073,616-1,073,616-100%$801.7M———
Swan Global Investments, LLC
N/A—1,072,921-1,072,921-100%$801.2M———
Brown Advisory Inc
N/A—1,072,377-1,072,377-100%$800.8M———
Prudential Financial Inc
N/A—1,051,336-1,051,336-100%$785.1M———
Jones Financial Companies Lllp
N/A—1,036,683-1,036,683-100%$761.2M———
NewEdge Advisors, LLC
N/A—1,004,114-1,004,114-100%$749.8M———
Hirtle & Co., LLC
N/A—985,680-985,680-100%$736.1M———
Franklin Resources Inc
N/A—948,102-948,102-100%$708.0M———
SG Americas Securities, LLC
N/A—929,521-929,521-100%$694.1M———
Verition Fund Management LLC
N/A—922,630-922,630-100%$689.0M———
Quantinno Capital Management LP
N/A—908,399-908,399-100%$678.4M———
Itau Unibanco Holding S.A.
N/A—871,093-871,093-100%$650.5M———
Wellspring Financial Advisors, LLC
N/A—866,550-866,550-100%$28.8M———
Balyasny Asset Management L.P.
N/A—861,737-861,737-100%$643.5M———
Blair William & Co
N/A—848,034-848,034-100%$633.3M———
Freedom Together Foundation
N/A—847,400-847,400-100%$632.8M———
Macquarie Group LTD
N/A—847,274-847,274-100%$632.7M———
Bank of Nova Scotia
N/A—831,415-831,415-100%$620.9M———
Circle Wealth Management, LLC
N/A—826,346-826,346-100%$617.1M———
Pine Ridge Advisers LLC
N/A—819,675-819,675-100%$612.1M———
Easterly Investment Partners LLC
N/A—792,594-792,594-100%$591.9M———
Captrust Financial Advisors
N/A—783,901-783,901-100%$585.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—767,224-767,224-100%$572.9M———
Glenmede Trust Co NA
N/A—760,012-760,012-100%$567.6M———
Concentric Capital Strategies, LP
N/A—754,369-754,369-100%$563.3M———
United Capital Financial Advisors, LLC
N/A—740,299-740,299-100%$553.1M———
Jump Financial, LLC
N/A—722,633-722,633-100%$539.6M———
Alliancebernstein L.P.
N/A—722,051-722,051-100%$468.6M———
Janney Montgomery Scott LLC
N/A—717,543-717,543-100%$535.8M———
Hackensack Meridian Health, Inc.
N/A—707,500-707,500-100%$528.3M———
IEQ Capital, LLC
N/A—701,535-701,535-100%$523.9M———
SCS Capital Management LLC
N/A—694,286-694,286-100%$518.7M———
MML Investors Services, LLC
N/A—689,893-689,893-100%$515.2M———
Texas Treasury Safekeeping Trust Co
N/A—662,489-662,489-100%$494.7M———
Consolidated Portfolio Review Corp
N/A—661,244-661,244-100%$493.8M———
SummitTX Capital, L.P.
N/A—640,689-640,689-100%$478.4M———
HSBC Holdings PLC
N/A—639,752-639,752-100%$478.5M———
Baird Financial Group, Inc.
N/A—622,868-622,868-100%$465.1M———
Members Trust Co
N/A—619,474-619,474-100%$462.6M———
Trustees of Columbia University in the City of New York
N/A—618,565-618,565-100%$461.9M———
Mizuho Securities USA LLC
N/A—602,971-602,971-100%$450.5M———
SUN Life Financial Inc
N/A—600,571-600,571-100%$448.5M———
Canada Life Assurance Co
N/A—589,692-589,692-100%$439.6M———
AlTi Global, Inc.
N/A—580,772-580,772-100%$434.6M———
Pinnacle Financial Partners, Inc.
N/A—561,289-561,289-100%$419.2M———
Natixis
N/A—560,150-560,150-100%$418.3M———
Common Fund for Nonprofit Organizations
N/A—556,383-556,383-100%$415.5M———
LMR Partners LLP
N/A—555,734-555,734-100%$415.0M———
Arax Advisory Partners
N/A—554,053-554,053-100%$413.8M———
Private Advisor Group, LLC
N/A—552,548-552,548-100%$412.6M———
Mercer Global Advisors Inc
N/A—550,225-550,225-100%$410.9M———
Millburn Ridgefield LLC
N/A—535,263-535,263-100%$399.7M———
Wealthspire Advisors, LLC
N/A—502,627-502,627-100%$375.3M———
Commerce Bank
N/A—496,436-496,436-100%$370.7M———
Davis R M Inc
N/A—492,020-492,020-100%$368.3M———
EP Wealth Advisors, LLC
N/A—482,806-482,806-100%$360.5M———
Passaic Partners LLC
N/A—481,148-481,148-100%$359.3M———
Mizuho Markets Americas LLC
N/A—479,831-479,831-100%$358.3M———
National Bank of Canada
N/A—479,106-479,106-100%$357.6M———
M&T Bank Corp
N/A—455,201-455,201-100%$339.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—447,362-447,362-100%$334.1M———
Citadel Advisors LLC
N/A—436,890-436,890-100%$326.3M———
Whittier Trust Co
N/A—433,705-433,705-100%$325.8M———
Jain Global LLC
N/A—422,120-422,120-100%$315.2M———
Tudor Investment Corp ET AL
N/A—418,921-418,921-100%$312.8M———
Walleye Trading LLC
N/A—418,536-418,536-100%$312.6M———
Alberta Investment Management Corp
N/A—417,745-417,745-100%$312.0M———
Envestnet Portfolio Solutions, Inc.
N/A—416,956-416,956-100%$311.4M———
Nine Masts Capital Ltd
N/A—415,674-415,674-100%$310.4M———
Alaska Permanent Capital Management, LLC
N/A—413,332-413,332-100%$308.8M———
Sanctuary Advisors, LLC
N/A—407,568-407,568-100%$304.4M———
Petrus Trust Company, LTA
N/A—404,272-404,272-100%$301.9M———
Boussard & Gavaudan Gestion SAS
N/A—390,000-390,000-100%$290.8M———
Connable Office Inc
N/A—384,270-384,270-100%$287.0M———
Mutual Advisors, LLC
N/A—374,687-374,687-100%$279.8M———
PBCay One RSC Ltd
N/A—368,112-368,112-100%$274.9M———
Spear Holdings RSC Ltd
N/A—368,112-368,112-100%$274.9M———
Huntington National Bank
N/A—355,435-355,435-100%$265.4M———
Jana Partners Management, LPA
N/A—342,965-342,965-100%$256.1M———
Stratos Wealth Partners, Ltd.
N/A—336,556-336,556-100%$251.3M———
&partners
N/A—336,534-336,534-100%$251.3M———
Valiant Capital Management, L.P.
N/A—336,426-336,426-100%$251.2M———
CIBC Bancorp USA Inc.
N/A—335,892-335,892-100%$250.4M———
Savant Capital, LLC
N/A—335,303-335,303-100%$235.3M———
III Capital Management
N/A—333,951-333,951-100%$249.4M———
Gladius Capital Management LP
N/A—329,751-329,751-100%$246.2M———
NorthCoast Asset Management LLC
N/A—329,739-329,739-100%$246.2M———
Steward Partners Investment Advisory, LLC
N/A—327,041-327,041-100%$244.2M———
LM Advisors LLC
N/A—325,178-325,178-100%$61.1K———
Sand Hill Global Advisors, LLC
N/A—323,543-323,543-100%$241.6M———
Equitable Holdings, Inc.
N/A—322,426-322,426-100%$240.8M———
Diametric Capital, LP
N/A—316,249-316,249-100%$236.2M———
Deutsche Bank Ag\
N/A—309,223-309,223-100%$230.9M———
Miller Investment Management, LP
N/A—297,731-297,731-100%$222.3M———
Spider Management Company, LLC
N/A—294,239-294,239-100%$219.7M———
Bessemer Group Inc
N/A—288,529-288,529-100%$215.5M———
Alaska Wealth Advisors, LLC
N/A—285,753-285,753-100%$213.4M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—277,519-277,519-100%$207.8M———
NorthRock Partners, LLC
N/A—273,293-273,293-100%$204.1M———
HighPoint Advisor Group LLC
N/A—269,693-269,693-100%$201.4M———
CTC LLC
N/A—268,957-268,957-100%$200.8M———
Beacon Pointe Advisors, LLC
N/A—265,392-265,392-100%$198.2M———
JMG Financial Group, Ltd.
N/A—263,441-263,441-100%$196.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—256,923-256,923-100%$191.9M———
Scotia Capital Inc.
N/A—251,166-251,166-100%$187.6M———
Hollencrest Capital Management
N/A—250,136-250,136-100%$186.8M———
Naman Capital Ltda
N/A—247,568-247,568-100%$184.9M———
1ST Source Bank
N/A—246,438-246,438-100%$184.0M———
Senator Investment Group LP
N/A—246,000-246,000-100%$183.7M———
Neuberger Berman Group LLC
N/A—245,690-245,690-100%$183.5M———
Greenwich Wealth Management LLC
N/A—245,229-245,229-100%$183.1M———
Brown Brothers Harriman & Co
N/A—239,762-239,762-100%$179.0M———
Aristotle Capital Management, LLC
N/A—238,972-238,972-100%$178.5M———
Bollard Group LLC
N/A—238,673-238,673-100%$178.2M———
Main Management LLC
N/A—238,454-238,454-100%$178.1M———
Conservest Capital Advisors, Inc.
N/A—236,351-236,351-100%$176.5M———
Tower Research Capital LLC (TRC)
N/A—233,359-233,359-100%$174.3M———
Wealthfront Advisers LLC
N/A—232,989-232,989-100%$174.0M———
Millbank Dartmoor Portsmouth LLC
N/A—229,402-229,402-100%$171.7M———
Ballentine Partners, LLC
N/A—227,359-227,359-100%$169.8M———
White Mountains Insurance Group LTD
N/A—226,500-226,500-100%$169.1M———
Credit Agricole S A
N/A—226,013-226,013-100%$168.8M———
NewEdge Wealth, LLC
N/A—225,123-225,123-100%$168.1M———
Integrated Wealth Concepts LLC
N/A—224,304-224,304-100%$167.5M———
Gould Asset Management LLC
N/A—223,301-223,301-100%$166.8M———
Guggenheim Capital LLC
N/A—222,481-222,481-100%$166.1M———
Renaissance Technologies LLC
N/A—219,040-219,040-100%$163.6M———
Little Harbor Advisors, LLC
N/A—216,634-216,634-100%$161.8M———
Peapack Gladstone Financial Corp
N/A—215,127-215,127-100%$160.7M———
Silicon Valley Capital Partners
N/A—214,476-214,476-100%$160.2M———
Whittier Trust Co of Nevada Inc
N/A—213,059-213,059-100%$159.3M———
CI Investments Inc.
N/A—211,623-211,623-100%$158.0M———
Alesco Advisors, LLC, An ESL Co
N/A—210,866-210,866-100%$157.5M———
Banco Santander, S.A.
N/A—210,516-210,516-100%$157.2M———
Saudi Central Bank
N/A—210,000-210,000-100%$156.5M———
Allie Family Office LLC
N/A—207,400-207,400-100%$51.6M———
Welch Capital Partners LLC
N/A—207,396-207,396-100%$154.9M———
Hills Bank & Trust Co
N/A—207,251-207,251-100%$154.8M———
Bleakley Financial Group, LLC
N/A—206,307-206,307-100%$154.1M———
Clearstead Advisors, LLC
N/A—205,100-205,100-100%$153.2M———
Shepherd Wealth Management Ltd Liability Co
N/A—200,652-200,652-100%$57.8M———
Bank of Hawaii
N/A—196,101-196,101-100%$146.4M———
MetLife Investment Management, LLC
N/A—189,780-189,780-100%$141.7M———
Walleye Capital LLC
N/A—188,548-188,548-100%$140.8M———
Advisory Services Network, LLC
N/A—185,020-185,020-100%$138.2M———
Metropolitan Life Insurance Co
N/A—184,574-184,574-100%$137.8M———
Allworth Financial LP
N/A—183,628-183,628-100%$137.1M———
DOW Chemical Co
N/A—183,371-183,371-100%$136.9M———
Moneta Group Investment Advisors LLC
N/A—182,296-182,296-100%$136.1M———
O'shaughnessy Asset Management, LLC
N/A—180,784-180,784-100%$135.0M———
Geneos Wealth Management Inc.
N/A—179,069-179,069-100%$133.7M———
Diversified Trust Co
N/A—177,563-177,563-100%$132.6M———
Dimension Capital Management LLC
N/A—177,291-177,291-100%$132.4M———
GenTrust, LLC
N/A—176,109-176,109-100%$131.7M———
Modern Wealth Management, LLC
N/A—174,761-174,761-100%$130.5M———
National Philanthropic Trust
N/A—174,645-174,645-100%$130.4M———
Moment Partners, LLC
N/A—173,384-173,384-100%$129.8M———
Toronto Dominion Bank
N/A—173,182-173,182-100%$129.3M———
Insigneo Advisory Services, LLC
N/A—170,726-170,726-100%$127.5M———
Trans-Canada Capital Inc.
N/A—170,562-170,562-100%$127.7M———
North Horizon Holdings Inc.
N/A—169,775-169,775-100%$126.8M———
Stephens Inc
N/A—167,417-167,417-100%$125.0M———
RWA Wealth Partners, LLC
N/A—165,670-165,670-100%$110.7M———
Phoenix Financial Ltd.
N/A—165,032-165,032-100%$123.3M———
Waverly Advisors, LLC
N/A—164,845-164,845-100%$123.1M———
CSM Advisors, LLC
N/A—161,730-161,730-100%$120.8M———
Capital Fund Management S.A.
N/A—161,180-161,180-100%$120.4M———
Sequoia Financial Advisors, LLC
N/A—160,362-160,362-100%$119.8M———
Select Asset Management & Trust
N/A—158,695-158,695-100%$118.5M———
Brandywine Trust Co
N/A—157,095-157,095-100%$117.3M———
Freestone Capital Holdings, LLC
N/A—155,271-155,271-100%$116.0M———
Bradley Foster & Sargent Inc
N/A—153,569-153,569-100%$114.7M———
AE Wealth Management LLC
N/A—153,567-153,567-100%$114.6M———
Summit Financial, LLC
N/A—151,265-151,265-100%$113.2M———
Pine Valley Investments Ltd Liability Co
N/A—150,229-150,229-100%$112.4M———
DRW Securities, LLC
N/A—149,849-149,849-100%$111.9M———
Jordan Park Group LLC
N/A—149,817-149,817-100%$111.9M———
V2 Financial group LLC
N/A—147,986-147,986-100%$110.5M———
RBF Capital, LLC
N/A—146,300-146,300-100%$109.3M———
Johnson Investment Counsel Inc
N/A—144,918-144,918-100%$108.2M———
Jabodon PT Co
N/A—143,514-143,514-100%$107.2M———
Serenus Wealth Advisors, LLC
N/A—143,317-143,317-100%$107.0M———
Hudson Bay Capital Management LP
N/A—143,000-143,000-100%$106.8M———
Rising Stella Capital Pte. Ltd
N/A—142,781-142,781-100%$106.6M———
Elo Mutual Pension Insurance Co
N/A—141,800-141,800-100%$105.9M———
Bank Hapoalim BM
N/A—141,384-141,384-100%$105.6M———
Coldstream Capital Management Inc
N/A—137,612-137,612-100%$102.8M———
Urban Financial Advisory Corp
N/A—135,251-135,251-100%$101.0M———
Krane Funds Advisors LLC
N/A—135,100-135,100-100%$100.9M———
Schusterman Interests, LLC
N/A—133,977-133,977-100%$100.1M———
Webster Bank, N. A.
N/A—132,931-132,931-100%$99.3M———
Berkeley Capital Partners, LLC
N/A—132,746-132,746-100%$99.1M———
Adar1 Capital Management, LLC
N/A—129,087-129,087-100%$96.4M———
Stratos Wealth Advisors, LLC
N/A—125,400-125,400-100%$93.6M———
TCW Group Inc
N/A—124,933-124,933-100%$93.3M———
Tang Capital Management LLC
N/A—123,000-123,000-100%$91.9M———
First Western Trust Bank
N/A—122,949-122,949-100%$91.8M———
Granger Management LLC
N/A—122,830-122,830-100%$92.0M———
Fiera Capital Corp
N/A—122,791-122,791-100%$91.7M———
Portland Global Advisors LLC
N/A—120,983-120,983-100%$90.3M———
Curi Capital, LLC
N/A—120,637-120,637-100%$90.3M———
Belpointe Asset Management LLC
N/A—119,286-119,286-100%$89.1M———
Headland Capital, LLC
N/A—119,098-119,098-100%$88.9M———
UBS Asset Management Americas LLC
N/A—118,970-118,970-100%$88.8M———
Kirkwood Financial Services
N/A—117,959-117,959-100%$88.1M———
Nuveen, LLC
N/A—117,030-117,030-100%$86.5M———
Allianz SE
N/A—116,978-116,978-100%$87.4M———
Evercore Wealth Management, LLC
N/A—116,201-116,201-100%$86.8M———
Haverford Trust Co
N/A—115,343-115,343-100%$86.1M———
Dakota Wealth Management
N/A—115,312-115,312-100%$86.1M———
Amundi
N/A—114,966-114,966-100%$85.9M———
Public Sector Pension Investment Board
N/A—114,567-114,567-100%$85.6M———
Liberty Mutual Group Asset Management Inc.
N/A—112,093-112,093-100%$83.7M———
Aptus Capital Advisors, LLC
N/A—110,759-110,759-100%$82.7M———
Foundations Investment Advisors, LLC
N/A—109,293-109,293-100%$81.6M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—109,000-109,000-100%$81.4M———
Lepercq De Neuflize Asset Management LLC
N/A—108,716-108,716-100%$81.2M———
Lavaca Capital LLC
N/A—108,439-108,439-100%$81.0M———
Keystone Financial Group
N/A—107,838-107,838-100%$80.5M———
Natixis Advisors, LLC
N/A—107,421-107,421-100%$80.2M———
Bawa N Mallick Trust
N/A—107,400-107,400-100%$80.2M———
Canada Post Corp Registered Pension Plan
N/A—106,914-106,914-100%$79.8M———
Silvercrest Asset Management Group LLC
N/A—105,900-105,900-100%$79.1M———
Crewe Advisors LLC
N/A—104,579-104,579-100%$78.1M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—104,447-104,447-100%$78.2M———
Polar Asset Management Partners Inc.
N/A—104,280-104,280-100%$77.9M———
Omers Administration Corp
N/A—103,835-103,835-100%$77.5M———
Novare Capital Management LLC
N/A—103,742-103,742-100%$77.5M———
XP Advisory US, Inc.
N/A—103,510-103,510-100%$77.3M———
Atlantic Union Bankshares Corp
N/A—103,358-103,358-100%$77.2M———
Harbour Investments, Inc.
N/A—102,680-102,680-100%$76.7M———
Dynasty Wealth Management, LLC
N/A—102,619-102,619-100%$76.6M———
New England Asset Management Inc
N/A—101,954-101,954-100%$76.1M———
Fort Point Capital Partners LLC
N/A—101,566-101,566-100%$76.0M———
Capstone Investment Advisors, LLC
N/A—101,328-101,328-100%$75.7M———
Chevy Chase Trust Holdings, LLC
N/A—100,799-100,799-100%$75.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—100,795-100,795-100%$75.3M———
Global Retirement Partners, LLC
N/A—100,663-100,663-100%$75.2M———
CreativeOne Wealth, LLC
N/A—100,248-100,248-100%$74.9M———
1832 Asset Management L.P.
N/A—99,829-99,829-100%$74.5M———
Ameritas Advisory Services, LLC
N/A—99,725-99,725-100%$74.5M———
Proficio Capital Partners LLC
N/A—99,708-99,708-100%$74.5M———
All Terrain Financial Advisors, LLC
N/A—98,649-98,649-100%$73.7M———
LGL Partners, LLC
N/A—98,619-98,619-100%$73.6M———
Federation des caisses Desjardins du Quebec
N/A—98,500-98,500-100%$73.6M———
Black Swift Group, LLC
N/A—98,457-98,457-100%$73.5M———
Old Mission Capital LLC
N/A—98,160-98,160-100%$73.3M———
Fidelis Capital Partners, LLC
N/A—96,552-96,552-100%$72.1M———
QVT Financial LP
N/A—95,837-95,837-100%$71.6M———
Arkadios Wealth Advisors
N/A—95,475-95,475-100%$71.3M———
Choate Investment Advisors
N/A—94,139-94,139-100%$70.3M———
Banco BTG Pactual S.A.
N/A—93,600-93,600-100%$69.9M———
Capital Advisors Inc
N/A—93,111-93,111-100%$69.5M———
Composition Wealth, LLC
N/A—92,545-92,545-100%$69.1M———
Wellington Management Group LLP
N/A—92,121-92,121-100%$68.8M———
Westshore Wealth, LLC
N/A—91,690-91,690-100%$68.5M———
Holocene Advisors, LP
N/A—90,987-90,987-100%$67.9M———
Summit Trail Advisors, LLC
N/A—90,708-90,708-100%$67.7M———
Granby Capital Management, LLC
N/A—89,500-89,500-100%$66.8M———
IFG Advisory, LLC
N/A—89,112-89,112-100%$66.5M———
Klingenstein Fields & Co LP
N/A—88,856-88,856-100%$66.4M———
Cerity Partners Retirement Plan Advisors LLC
N/A—88,678-88,678-100%$65.7M———
Parker Investment Management, LLC
N/A—85,475-85,475-100%$63.8M———
Merit Financial Group, LLC
N/A—84,047-84,047-100%$62.8M———
Northwest & Ethical Investments L.P.
N/A—83,830-83,830-100%$62.6M———
Vanguard National Trust Co
N/A—83,793-83,793-100%$62.6M———
Bluespring Wealth Management, LLC
N/A—82,644-82,644-100%$61.7M———
IHT Wealth Management, LLC
N/A—81,635-81,635-100%$61.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—81,364-81,364-100%$60.9M———
Edmond de Rothschild Holding S.A.
N/A—80,887-80,887-100%$60.4M———
Unifi Asset Management LP
N/A—80,674-80,674-100%$60.2M———
King Wealth Management Group
N/A—80,417-80,417-100%$60.1M———
Becker Capital Management Inc
N/A—80,324-80,324-100%$60.1M———
Potentia Wealth
N/A—80,224-80,224-100%$59.9M———
LuminArx Capital Management LP
N/A—80,000-80,000-100%$59.7M———
Caprock Group, LLC
N/A—79,972-79,972-100%$59.9M———
Aspen Grove Capital, LLC
N/A—79,367-79,367-100%$59.3M———
Maven Securities LTD
N/A—79,000-79,000-100%$59.0M———
Westwood Holdings Group Inc
N/A—77,766-77,766-100%$58.1M———
Seal Cove Capital, LLC
N/A—77,627-77,627-100%$58.0M———
Valor Advisors LLC
N/A—77,076-77,076-100%$57.6M———
Flputnam Investment Management Co
N/A—76,886-76,886-100%$57.4M———
Kaleidoscope Capital LP
N/A—76,754-76,754-100%$57.3M———
Galilei Investment Office LLP
N/A—76,730-76,730-100%$57.3M———
Great Valley Advisor Group, Inc.
N/A—76,464-76,464-100%$57.1M———
Arvest Bank Trust Division
N/A—75,238-75,238-100%$56.2M———
World Investment Advisors
N/A—74,539-74,539-100%$49.9M———
Rathbones Group PLC
N/A—74,464-74,464-100%$55.6M———
Arkos Global Advisors
N/A—73,993-73,993-100%$55.3M———
Gladstone Institutional Advisory LLC
N/A—73,288-73,288-100%$54.7M———
Limestone Investment Advisors LP
N/A—73,026-73,026-100%$54.5M———
Systematic Alpha Investments, LLC
N/A—72,970-72,970-100%$54.5M———
Addison Capital Co
N/A—72,741-72,741-100%$54.3M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—72,645-72,645-100%$54.4M———
George Kaiser Family Foundation
N/A—71,473-71,473-100%$53.4M———
Purpose Unlimited Inc.
N/A—71,256-71,256-100%$53.2M———
Stock Yards Bank & Trust Co
N/A—71,199-71,199-100%$53.2M———
MSA Advisors, LLC
N/A—70,798-70,798-100%$52.9M———
Vestmark Advisory Solutions, Inc.
N/A—70,602-70,602-100%$52.7M———
Tyche Wealth Partners LLC
N/A—70,359-70,359-100%$52.5M———
Schonfeld Strategic Advisors LLC
N/A—70,040-70,040-100%$52.3M———
Retirement Income Solutions, Inc
N/A—69,678-69,678-100%$45.3M———
Kera Capital Partners, Inc.
N/A—69,318-69,318-100%$51.8M———
Simmons Bank
N/A—68,823-68,823-100%$51.4M———
Bleichroeder LP
N/A—67,645-67,645-100%$50.5M———
Scharf Investments, LLC
N/A—67,398-67,398-100%$50.3M———
Arrowstreet Capital, Limited Partnership
N/A—67,061-67,061-100%$50.1M———
Benjamin Edwards Inc
N/A—66,463-66,463-100%$49.6M———
Wallace Hart LLC
N/A—66,258-66,258-100%$49.5M———
Pitcairn Wealth Advisors LLC
N/A—66,043-66,043-100%$49.3M———
Lutz Financial Services LLC
N/A—65,867-65,867-100%$49.2M———
Atlantic Private Wealth, LLC
N/A—65,419-65,419-100%$48.9M———
Eagle Capital Management LLC
N/A—65,042-65,042-100%$48.6M———
BFC Planning, Inc.
N/A—64,458-64,458-100%$48.1M———
Capital Wealth Planning, LLC
N/A—63,571-63,571-100%$47.5M———
Blueshift Asset Management, LLC
N/A—63,311-63,311-100%$47.3M———
Collaborative Capital Advisors LLC
N/A—62,277-62,277-100%$46.6M———
Kovack Advisors, Inc.
N/A—62,066-62,066-100%$46.3M———
OneDigital Investment Advisors LLC
N/A—61,065-61,065-100%$45.6M———
Western Wealth Management, LLC
N/A—61,008-61,008-100%$45.6M———
Whitford Management LLC
N/A—60,466-60,466-100%$45.2M———
Hanover Advisors Inc
N/A—59,647-59,647-100%$44.5M———
Argent Trust Co
N/A—59,560-59,560-100%$44.5M———
Connors Investor Services Inc
N/A—59,462-59,462-100%$44.4M———
Cary Street Partners Financial LLC
N/A—58,976-58,976-100%$44.0M———
Focus Partners Advisor Solutions, LLC
N/A—58,423-58,423-100%$43.6M———
Capital International Investors
N/A—57,935-57,935-100%$42.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—57,747-57,747-100%$43.1M———
Aviso Financial Inc.
N/A—57,737-57,737-100%$43.1M———
Marathon Trading Investment Management LLC
N/A—57,541-57,541-100%$43.0M———
TIG Advisors, LLC
N/A—57,518-57,518-100%$43.0M———
DV Trading LLC
N/A—57,231-57,231-100%$42.7M———
Johnson Financial Group, Inc.
N/A—56,382-56,382-100%$42.2M———
Glen Eagle Advisors, LLC
N/A—55,834-55,834-100%$41.7M———
Cambient Family Office, LLC
N/A—55,809-55,809-100%$41.8M———
Prosperity Consulting Group, LLC
N/A—55,631-55,631-100%$41.5M———
Madison Asset Management, LLC
N/A—55,098-55,098-100%$41.1M———
Centaurus Financial, Inc.
N/A—54,577-54,577-100%$40.8M———
Two Sigma Investments, LP
N/A—54,549-54,549-100%$40.7M———
Friends of the Cornell LAB of Ornithology, Inc.
N/A—54,482-54,482-100%$40.7M———
Dorsey & Whitney Trust Co LLC
N/A—54,252-54,252-100%$40.5M———
Proffitt & Goodson Inc
N/A—54,237-54,237-100%$40.5M———
Horizon Investments, LLC
N/A—54,070-54,070-100%$40.4M———
Callan Family Office, LLC
N/A—53,392-53,392-100%$39.9M———
Erste Asset Management GmbH
N/A—53,178-53,178-100%$39.1M———
Zacks Investment Management
N/A—52,867-52,867-100%$39.5M———
Orion Porfolio Solutions, LLC
N/A—52,732-52,732-100%$39.4M———
JCP Investment Management, LLCA
N/A—51,888-51,888-100%$38.8M———
Edgestream Partners, L.P.
N/A—51,634-51,634-100%$38.6M———
Visualize Group LP
N/A—51,271-51,271-100%$38.3M———
Oakmont Corp
N/A—51,157-51,157-100%$38.2M———
Teachers Retirement System of the State of Kentucky
N/A—50,875-50,875-100%$38.0M———
McElhenny Sheffield Capital Management, LLC
N/A—50,486-50,486-100%$37.7M———
Trustmark Bank Trust Department
N/A—50,303-50,303-100%$37.6M———
WCG Wealth Advisors LLC
N/A—50,207-50,207-100%$37.5M———
Oxford Financial Group, Ltd. LLC
N/A—50,118-50,118-100%$37.4M———
Element Capital Management LLC
N/A—50,000-50,000-100%$37.3M———
Calydon Capital
N/A—49,765-49,765-100%$37.2M———
Momentum Wealth Planning, LLC
N/A—49,699-49,699-100%$37.2M———
MTC Wealth Management LLC
N/A—49,682-49,682-100%$37.1M———
Capasso Planning Partners LLC
N/A—49,648-49,648-100%$37.1M———
Safeguard Investment Advisory Group, LLC
N/A—49,618-49,618-100%$37.1M———
Twin Focus Capital Partners, LLC
N/A—49,527-49,527-100%$37.0M———
Cardiff Park Advisors, LLC
N/A—49,433-49,433-100%$36.9M———
Aft, Forsyth & Sober, LLC
N/A—49,400-49,400-100%$32.1M———
State of Wisconsin Investment Board
N/A—49,203-49,203-100%$36.7M———
Partners Capital Investment Group, LLP
N/A—49,196-49,196-100%$36.7M———
Sovereign Investment Advisors, LLC
N/A—49,146-49,146-100%$36.8M———
Mpwm Advisory Solutions, LLC
N/A—48,890-48,890-100%$36.5M———
Fortis Capital Advisors, LLC
N/A—48,696-48,696-100%$36.4M———
First National Bank of Omaha
N/A—48,659-48,659-100%$36.2M———
Wind River Trust Co
N/A—48,491-48,491-100%$36.2M———
Capital Group Private Client Services, Inc.
N/A—48,246-48,246-100%$36.0M———
Palumbo Wealth Management LLC
N/A—48,207-48,207-100%$36.0M———
Pettyjohn, Wood & White, Inc
N/A—48,180-48,180-100%$36.0M———
Regal Investment Advisors LLC
N/A—47,879-47,879-100%$35.8M———
Trexquant Investment LP
N/A—47,681-47,681-100%$35.6M———
PFG Investments, LLC
N/A—47,482-47,482-100%$35.5M———
Smith, Moore & Co.
N/A—46,816-46,816-100%$35.0M———
Essex Financial Services, Inc.
N/A—46,595-46,595-100%$34.8M———
BSW Wealth Partners
N/A—46,466-46,466-100%$34.7M———
Independent Family Office, LLC
N/A—46,203-46,203-100%$34.5M———
Fiduciary Trust Co
N/A—46,031-46,031-100%$34.4M———
Seeds Investor LLC
N/A—45,947-45,947-100%$34.3M———
Tocqueville Asset Management L.P.
N/A—45,571-45,571-100%$34.0M———
Heritage Trust Co
N/A—45,543-45,543-100%$34.0M———
Boston Family Office LLC
N/A—45,064-45,064-100%$33.7M———
Aragon Global Management, LP
N/A—44,580-44,580-100%$33.3M———
Kingsview Wealth Management, LLC
N/A—44,450-44,450-100%$33.2M———
180 GPS Investments IC Ltd
N/A—44,056-44,056-100%$32.9M———
Motco
N/A—43,505-43,505-100%$32.5M———
Jasper Ridge Partners, L.P.
N/A—43,267-43,267-100%$32.3M———
Family Manage LLC
N/A—43,190-43,190-100%$32.3M———
Timmons Wealth Management, LLC
N/A—43,168-43,168-100%$32.2M———
Bridgewater Advisors Inc.
N/A—42,877-42,877-100%$32.5M———
Acadian Asset Management LLC
N/A—42,755-42,755-100%$31.9M———
Ausdal Financial Partners, Inc.
N/A—42,596-42,596-100%$31.8M———
Advance Capital Management, Inc.
N/A—42,304-42,304-100%$31.6M———
Norris Financial Group, LLC
N/A—42,106-42,106-100%$31.4M———
Chilton Investment Co Inc.
N/A—42,095-42,095-100%$31.4M———
Investors Portfolio Services LLC
N/A—42,074-42,074-100%$31.4M———
Black Maple Capital Management LP
N/A—42,006-42,006-100%$31.4M———
German American Bancorp, Inc.
N/A—41,889-41,889-100%$31.3M———
Empowered Funds, LLC
N/A—41,690-41,690-100%$31.1M———
Hantz Financial Services, Inc.
N/A—41,568-41,568-100%$31.0M———
Second Line Capital, LLC
N/A—41,556-41,556-100%$31.1M———
Ethos Financial Group, LLC
N/A—41,164-41,164-100%$30.2M———
Ninepoint Partners LP
N/A—41,100-41,100-100%$30.7M———
Snowden Capital Advisors LLC
N/A—40,982-40,982-100%$30.6M———
Nicolet Bankshares Inc
N/A—40,943-40,943-100%$30.6M———
Financial Engines Advisors L.L.C.
N/A—40,755-40,755-100%$30.4M———
Principal Securities, Inc.
N/A—40,728-40,728-100%$30.4M———
Peterson Wealth Management
N/A—40,645-40,645-100%$30.4M———
Keel Point, LLC
N/A—40,613-40,613-100%$30.3M———
Beacon Bridge Wealth Partners, LLC
N/A—40,596-40,596-100%$30.3M———
Capital World Investors
N/A—40,567-40,567-100%$30.1M———
Texas Permanent School Fund Corp
N/A—40,540-40,540-100%$30.3M———
Hancock Whitney Corp
N/A—40,447-40,447-100%$30.2M———
MidFirst Bank
N/A—40,214-40,214-100%$30.0M———
Houlihan Financial Resource Group, Ltd.
N/A—40,133-40,133-100%$30.0M———
Integrity Financial Corp
N/A—40,048-40,048-100%$30.0M———
Pentwater Capital Management LP
N/A—40,000-40,000-100%$29.9M———
Sovereign Financial Group, Inc.
N/A—39,613-39,613-100%$29.6M———
Migdal Insurance & Financial Holdings Ltd.
N/A—39,470-39,470-100%$28.9M———
First Manhattan Co. Llc.
N/A—39,352-39,352-100%$29.4M———
Roble, Belko & Company, Inc
N/A—39,108-39,108-100%$29.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—38,492-38,492-100%$28.7M———
Raelipskie Partnership
N/A—38,435-38,435-100%$28.7M———
Constant Guidance Financial LLC
N/A—38,397-38,397-100%$28.7M———
Corsair Capital Management, L.P.
N/A—38,097-38,097-100%$28.4M———
Bartlett & Co. Wealth Management LLC
N/A—37,945-37,945-100%$28.4M———
HM Payson & Co
N/A—37,920-37,920-100%$28.3M———
Bienville Capital Management, LLC
N/A—37,884-37,884-100%$28.4M———
Vertex Planning Partners, LLC
N/A—37,639-37,639-100%$28.1M———
IMA Advisory Services, Inc.
N/A—37,569-37,569-100%$28.1M———
Pallas Capital Advisors LLC
N/A—37,549-37,549-100%$28.0M———
Rothschild Wealth LLC
N/A—37,408-37,408-100%$27.9M———
Genesis Wealth Advisors, LLC
N/A—37,062-37,062-100%$27.7M———
Spinnaker Trust
N/A—36,911-36,911-100%$27.6M———
Moore Capital Management, LP
N/A—36,812-36,812-100%$27.5M———
Perspective Wealth Advisors LLC
N/A—36,103-36,103-100%$27.0M———
Blue Edge Capital, LLC
N/A—36,103-36,103-100%$27.0M———
SEI Investments Co
N/A—35,996-35,996-100%$26.9M———
FFT Wealth Management LLC
N/A—35,400-35,400-100%$26.4M———
Aristides Capital LLC
N/A—35,379-35,379-100%$26.4M———
Boyd Watterson Asset Management LLC
N/A—35,240-35,240-100%$26.3M———
FIL Ltd
N/A—35,238-35,238-100%$26.3M———
SHP Wealth Management
N/A—35,181-35,181-100%$26.3M———
Cornerstone Capital, Inc.
N/A—34,948-34,948-100%$26.1M———
AXA S.A.
N/A—34,766-34,766-100%$22.5M———
Cofg Advisors, LLC
N/A—34,657-34,657-100%$25.9M———
Condor Capital Management
N/A—34,650-34,650-100%$25.9M———
Donaldson Capital Management, LLC
N/A—34,414-34,414-100%$25.7M———
Earned Wealth Advisors, LLC
N/A—34,288-34,288-100%$24.8M———
BNP Paribas Asset Management Holding S.A.
N/A—34,266-34,266-100%$25.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—34,110-34,110-100%$25.5M———
Nepc LLC
N/A—33,248-33,248-100%$24.8M———
Royal Capital Wealth Management, LLC
N/A—33,110-33,110-100%$24.7M———
Tikvah Management LLC
N/A—33,104-33,104-100%$24.7M———
Securian Asset Management, Inc
N/A—33,000-33,000-100%$24.5M———
PCG Wealth Advisors, LLC
N/A—32,638-32,638-100%$24.4M———
Zurich Insurance Group Ltd
N/A—32,620-32,620-100%$24.4M———
SVB Wealth LLC
N/A—32,525-32,525-100%$24.3M———
Paragon Financial Partners, Inc.
N/A—32,376-32,376-100%$24.2M———
Brave Asset Management Inc
N/A—32,029-32,029-100%$23.9M———
Meridian Wealth Advisors, LLC
N/A—31,988-31,988-100%$23.9M———
Lansing Street Advisors
N/A—31,837-31,837-100%$23.8M———
Savvy Advisors, Inc.
N/A—31,694-31,694-100%$23.7M———
Pioneer Trust Bank N A
N/A—31,543-31,543-100%$23.6M———
Leavell Investment Management, Inc.
N/A—31,237-31,237-100%$23.4M———
Humankind Investments LLC
N/A—31,170-31,170-100%$23.3M———
Hardy Reed LLC
N/A—30,942-30,942-100%$23.1M———
Bluefin Capital Management, LLC
N/A—30,604-30,604-100%$22.9M———
Fayez Sarofim & Co
N/A—30,549-30,549-100%$22.8M———
UMB Bank, n.a.
N/A—30,356-30,356-100%$22.7M———
Annandale Capital, LLC
N/A—30,170-30,170-100%$22.5M———
Lowe Brockenbrough & Co Inc
N/A—30,103-30,103-100%$22.5M———
Traction Financial Partners, LLC
N/A—29,946-29,946-100%$22.4M———
Legal & General Group Plc
N/A—29,900-29,900-100%$22.3M———
Foster & Motley Inc
N/A—29,602-29,602-100%$22.1M———
Perennial Investment Advisors, LLC
N/A—29,542-29,542-100%$22.1M———
Great Lakes Advisors, LLC
N/A—29,518-29,518-100%$22.0M———
Evelyn Partners Group Ltd
N/A—29,458-29,458-100%$22.0M———
Calton & Associates, Inc.
N/A—29,442-29,442-100%$22.0M———
SlateStone Wealth, LLC
N/A—28,878-28,878-100%$21.6M———
Resolute Advisors LLC
N/A—28,800-28,800-100%$21.6M———
One Capital Management, LLC
N/A—28,761-28,761-100%$18.7M———
Retirement Management Systems Inc.
N/A—28,642-28,642-100%$21.4M———
Gateway Wealth Partners, LLC
N/A—28,610-28,610-100%$21.4M———
Moors & Cabot, Inc.
N/A—28,490-28,490-100%$21.3M———
Rothschild Investment LLC
N/A—28,407-28,407-100%$21.2M———
Granite Bay Wealth Management, LLC
N/A—28,166-28,166-100%$21.0M———
Ciovacco Capital Management LLC
N/A—28,159-28,159-100%$21.0M———
Palisades Hudson Asset Management, L.P.
N/A—28,155-28,155-100%$21.0M———
Klcm Advisors, Inc.
N/A—27,996-27,996-100%$20.9M———
Intrepid Financial Planning Group LLC
N/A—27,923-27,923-100%$20.9M———
Graham Capital Management, L.P.
N/A—27,900-27,900-100%$20.8M———
Gallagher Fiduciary Advisors, LLC
N/A—27,774-27,774-100%$20.7M———
Odyssey Group, LLC
N/A—27,723-27,723-100%$20.7M———
Invictus Private Wealth, LLC
N/A—27,691-27,691-100%$20.7M———
Hilltop Holdings Inc.
N/A—27,465-27,465-100%$20.5M———
Marquette Associates, Inc.
N/A—27,310-27,310-100%$20.4M———
Highview Capital Management LLC
N/A—27,164-27,164-100%$20.3M———
Rockbridge Investment Management, LCC
N/A—27,080-27,080-100%$20.2M———
Optas, LLC
N/A—26,906-26,906-100%$20.1M———
Tolleson Wealth Management, Inc.
N/A—26,871-26,871-100%$20.1M———
Warner Group LLC
N/A—26,784-26,784-100%$20.0M———
Pinebridge Investments LLC
N/A—26,680-26,680-100%$19.9M———
Texas Yale Capital Corp.
N/A—26,633-26,633-100%$19.9M———
Sachetta, LLC
N/A—26,602-26,602-100%$19.9M———
Marco Investment Management LLC
N/A—26,581-26,581-100%$19.8M———
Saiph Capital, LLC
N/A—26,577-26,577-100%$19.8M———
LaSalle St. Investment Advisors, LLC
N/A—26,516-26,516-100%$19.8M———
Marex Group Ltd
N/A—26,312-26,312-100%$19.6M———
Icon Wealth Advisors, LLC
N/A—26,236-26,236-100%$19.6M———
Baker Avenue Asset Management, LP
N/A—26,138-26,138-100%$19.5M———
Hexagon Capital Partners LLC
N/A—25,924-25,924-100%$19.4M———
Zhang Financial LLC
N/A—25,876-25,876-100%$19.3M———
Stembrook Asset Management, LLC
N/A—25,873-25,873-100%$19.3M———
Atalanta Sosnoff Capital, LLC
N/A—25,612-25,612-100%$19.1M———
L & S Advisors Inc
N/A—25,568-25,568-100%$19.1M———
Wealthedge Investment Advisors, LLC
N/A—25,436-25,436-100%$19.0M———
Element Squared LLC
N/A—25,435-25,435-100%$19.0M———
Osborne Partners Capital Management, LLC
N/A—25,414-25,414-100%$19.0M———
J Hagan Capital, Inc.
N/A—25,179-25,179-100%$18.8M———
Burling Wealth Partners, LLC
N/A—25,138-25,138-100%$18.8M———
Mosaic Family Wealth Partners, LLC
N/A—25,102-25,102-100%$18.7M———
Apriem Advisors
N/A—25,086-25,086-100%$18.7M———
Soros Fund Management LLC
N/A—25,000-25,000-100%$18.7M———
Fiducient Advisors LLC
N/A—24,727-24,727-100%$18.5M———
Maridea Wealth Management LLC
N/A—24,661-24,661-100%$18.4M———
Stelac Advisory Services LLC
N/A—24,516-24,516-100%$18.3M———
Cavalier Investments, LLC
N/A—24,338-24,338-100%$18.2M———
Okabena Investment Services Inc
N/A—24,157-24,157-100%$18.0M———
BTG Pactual Asset Management US LLC
N/A—24,098-24,098-100%$18.0M———
Tortoise Investment Management, LLC
N/A—24,069-24,069-100%$18.0M———
NewSquare Capital LLC
N/A—23,995-23,995-100%$17.9M———
ST Germain D J Co Inc
N/A—23,879-23,879-100%$17.8M———
Bouchey Financial Group, Ltd.
N/A—23,671-23,671-100%$17.7M———
Shared Vision Wealth Group LLC
N/A—23,565-23,565-100%$17.6M———
Betterment LLC
N/A—23,386-23,386-100%$17.5M———
SouthState Bank Corp
N/A—23,323-23,323-100%$17.4M———
Destination Wealth Management
N/A—23,267-23,267-100%$17.4M———
Coral Wealth Management, LLC
N/A—23,144-23,144-100%$17.3M———
Nvest Financial, LLC
N/A—23,119-23,119-100%$17.3M———
Cambridge Associates LLC
N/A—23,071-23,071-100%$17.2M———
Fortis Group Advisors, LLC
N/A—22,809-22,809-100%$17.0M———
Torrey-Payne Wealth Management, LLC
N/A—22,568-22,568-100%$16.9M———
Guardian Wealth Advisors, LLC / NC
N/A—22,505-22,505-100%$16.8M———
Sfmg, LLC
N/A—22,501-22,501-100%$16.8M———
Berger Financial Group, Inc
N/A—22,190-22,190-100%$16.6M———
Kintra Wealth, LLC
N/A—22,159-22,159-100%$17.2M———
Tandem Wealth Advisors LLC
N/A—22,120-22,120-100%$16.5M———
GeoWealth Management, LLC
N/A—22,102-22,102-100%$16.5M———
Schnieders Capital Management, Llc.
N/A—21,981-21,981-100%$16.4M———
Flatrock Wealth Partners LLC
N/A—21,923-21,923-100%$16.4M———
Navis Wealth Advisors, LLC
N/A—21,918-21,918-100%$16.4M———
Level Four Advisory Services, LLC
N/A—21,835-21,835-100%$16.3M———
Pinnacle Family Advisors, LLC
N/A—21,601-21,601-100%$16.1M———
RH Tailwind Management, LLC
N/A—21,500-21,500-100%$16.1M———
First Trust Advisors LP
N/A—21,495-21,495-100%$16.1M———
Silver OAK Securities, Incorporated
N/A—21,473-21,473-100%$16.0M———
PFC Capital Group, Inc.
N/A—21,317-21,317-100%$15.9M———
Advisors Capital Management, LLC
N/A—21,285-21,285-100%$15.9M———
Nwam LLC
N/A—21,281-21,281-100%$15.9M———
American Asset Management Inc.
N/A—21,259-21,259-100%$15.9M———
Safe Harbor Fiduciary, LLC
N/A—21,187-21,187-100%$15.8M———
Strategic Wealth Partners, Ltd.
N/A—21,185-21,185-100%$15.8M———
Comprehensive Financial Management LLC
N/A—21,142-21,142-100%$15.8M———
Oxinas Partners, LLC
N/A—21,060-21,060-100%$15.7M———
X-Square Capital, LLC
N/A—20,879-20,879-100%$15.6M———
EFG International AG
N/A—20,768-20,768-100%$15.5M———
Gambit Capital Management, LLC
N/A—20,760-20,760-100%$15.5M———
Midwestern Financial, LLC
N/A—20,736-20,736-100%$15.5M———
Ehrenkranz Partners L.P.
N/A—20,722-20,722-100%$15.5M———
Legacy Wealth Advisors, LLC
N/A—20,605-20,605-100%$15.4M———
Transcend Capital Advisors, LLC
N/A—20,528-20,528-100%$15.3M———
Mayport, LLC
N/A—20,483-20,483-100%$15.3M———
Catalyst Financial Partners LLC
N/A—20,371-20,371-100%$15.2M———
TFO Wealth Partners, LLC
N/A—20,362-20,362-100%$15.2M———
Russell Investments Group, Ltd.
N/A—20,200-20,200-100%$15.1M———
Venturi Wealth Management, LLC
N/A—20,197-20,197-100%$15.1M———
Manning & Napier Advisors LLC
N/A—20,091-20,091-100%$15.0M———
Napier Financial, LLC
N/A—20,044-20,044-100%$15.0M———
Sound View Wealth Advisors Group, LLC
N/A—19,957-19,957-100%$14.9M———
Coppell Advisory Solutions LLC
N/A—19,884-19,884-100%$11.0M———
Bedel Financial Consulting, Inc.
N/A—19,763-19,763-100%$14.8M———
Estate Planners Group, LLC
N/A—19,651-19,651-100%$14.7M———
Waterloo Capital, L.P.
N/A—19,615-19,615-100%$14.6M———
Van Hulzen Asset Management, LLC
N/A—19,608-19,608-100%$14.6M———
Ancora Advisors LLCA
N/A—19,604-19,604-100%$14.6M———
Tulsa Wealth Advisors, Inc
N/A—19,554-19,554-100%$14.6M———
Boxwood Ventures, Inc.
N/A—19,550-19,550-100%$14.6M———
Mmbg Investment Advisors Co.
N/A—19,470-19,470-100%$14.6M———
Luken Investment Analytics, LLC
N/A—19,297-19,297-100%$14.4M———
NI Acquisitions Company, LLC
N/A—19,221-19,221-100%$478.2K———
Alpine Global Management, LLC
N/A—19,182-19,182-100%$14.3M———
Douglass Winthrop Advisors, LLC
N/A—19,088-19,088-100%$14.3M———
RB Capital Management, LLC
N/A—19,045-19,045-100%$14.2M———
Sequent Asset Management, LLC
N/A—18,938-18,938-100%$14.1M———
HBK Sorce Advisory LLC
N/A—18,922-18,922-100%$14.6M———
McLean Asset Management Corp
N/A—18,790-18,790-100%$14.0M———
Schrum Private Wealth Management LLC
N/A—18,735-18,735-100%$10.3M———
Intrust Bank NA
N/A—18,628-18,628-100%$13.9M———
Measured Wealth Private Client Group, LLC
N/A—18,404-18,404-100%$13.7M———
Conscious Wealth Investments, LLC
N/A—18,394-18,394-100%$13.8M———
Mayflower Financial Advisors, LLC
N/A—18,249-18,249-100%$13.6M———
Tandem Financial, LLC
N/A—18,217-18,217-100%$13.6M———
Capital Research Global Investors
N/A—18,193-18,193-100%$13.5M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—18,131-18,131-100%$13.5M———
E Fund Management Co., Ltd.
N/A—18,131-18,131-100%$13.5M———
Monetta Financial Services Inc
N/A—18,000-18,000-100%$13.4M———
Arete Wealth Advisors, LLC
N/A—17,951-17,951-100%$13.4M———
Gamco Investors, Inc. ET AL
N/A—17,795-17,795-100%$13.3M———
Money Concepts Capital Corp
N/A—17,722-17,722-100%$13.2M———
Untitled Investments LP
N/A—17,584-17,584-100%$13.1M———
Heritage Wealth Advisors
N/A—17,513-17,513-100%$13.1M———
Empower Advisory Group, LLC
N/A—17,496-17,496-100%$13.1M———
Schroder Investment Management Group
N/A—17,443-17,443-100%$12.9M———
Coastal Bridge Advisors, LLC
N/A—17,288-17,288-100%$12.9M———
Ameritas Investment Partners, Inc.
N/A—17,288-17,288-100%$12.9M———
CSS LLC
N/A—17,269-17,269-100%$12.9M———
Spruce Point Capital Management, LLC
N/A—17,000-17,000-100%$12.7M———
Vident Advisory, LLC
N/A—16,964-16,964-100%$12.7M———
CCG Wealth Management, LLC
N/A—16,905-16,905-100%$12.7M———
Caerus Investment Advisors, LLC
N/A—16,900-16,900-100%$12.6M———
Sykon Capital LLC
N/A—16,891-16,891-100%$12.6M———
Strategic Wealth Advisors LLC
N/A—16,874-16,874-100%$11.5K———
GatePass Capital, LLC
N/A—16,739-16,739-100%$12.5M———
Legacy Edge Advisors, LLC
N/A—16,685-16,685-100%$12.5M———
Mission Creek Capital Partners, Inc.
N/A—16,681-16,681-100%$12.5M———
Oversea-Chinese Banking Corp Ltd
N/A—16,582-16,582-100%$12.4M———
Old North State Trust, LLC
N/A—16,567-16,567-100%$12.4M———
FAS Wealth Partners, Inc.
N/A—16,508-16,508-100%$12.3M———
Second Half Financial Partners, LLC
N/A—16,496-16,496-100%$12.3M———
Lifeworks Advisors, LLC
N/A—16,490-16,490-100%$12.3M———
First Foundation Advisors
N/A—16,489-16,489-100%$12.3M———
Peak Asset Management, LLC
N/A—16,349-16,349-100%$12.2M———
Mount Capital Ltd
N/A—16,200-16,200-100%$12.1M———
Cannell & Spears LLC
N/A—16,198-16,198-100%$12.1M———
Allianz Asset Management GmbH
N/A—16,100-16,100-100%$12.0M———
Westfuller Advisors, LLC
N/A—16,094-16,094-100%$12.0M———
Lazard Asset Management LLC
N/A—16,081-16,081-100%$12.0M———
Wealth Alliance, LLC
N/A—16,042-16,042-100%$12.0M———
Berkshire Asset Management LLC
N/A—16,036-16,036-100%$12.0M———
Planning Alternatives LTD
N/A—16,006-16,006-100%$12.0M———
Advisory Alpha, LLC
N/A—15,953-15,953-100%$11.9M———
Main Street Financial Solutions, LLC
N/A—15,935-15,935-100%$11.9M———
Keating Financial Advisory Services, Inc.
N/A—15,932-15,932-100%$11.9M———
Fisher Asset Management, LLC
N/A—15,902-15,902-100%$11.9M———
Cambria Investment Management, L.P.
N/A—15,900-15,900-100%$11.9M———
Accent Capital Management, LLC
N/A—15,869-15,869-100%$11.9M———
Performance Wealth Partners, LLC
N/A—15,785-15,785-100%$11.8M———
Operose Advisors LLC
N/A—15,759-15,759-100%$11.8M———
Frazier Financial Advisors, LLC
N/A—15,750-15,750-100%$11.8M———
Roundview Capital LLC
N/A—15,738-15,738-100%$11.8M———
Compass Capital Corp
N/A—15,660-15,660-100%$12.1M———
Seaview Investment Managers LLC
N/A—15,635-15,635-100%$11.7M———
Zevin Asset Management LLC
N/A—15,632-15,632-100%$11.7M———
Port Capital LLC
N/A—15,626-15,626-100%$11.7M———
Empirical Asset Management, LLC
N/A—15,611-15,611-100%$11.7M———
Elequin Capital, LP
N/A—15,598-15,598-100%$11.6M———
Atlas Legacy Advisors, LLC
N/A—15,593-15,593-100%$11.6M———
Founders Financial Alliance, LLC
N/A—15,535-15,535-100%$11.6M———
Financial Concepts Unlimited, Inc.
N/A—15,504-15,504-100%$11.6M———
Summit Wealth Partners, LLC
N/A—15,448-15,448-100%$11.5M———
Smithfield Trust Co
N/A—15,430-15,430-100%$11.5M———
Ackerman Asset Management, LLC
N/A—15,235-15,235-100%$11.4M———
Pasadena Private Wealth, LLC
N/A—15,180-15,180-100%$11.3M———
Glassman Wealth Services
N/A—15,179-15,179-100%$11.3M———
Invesco Ltd.
N/A—15,157-15,157-100%$11.3M———
Bolthouse Investments, LLC
N/A—15,116-15,116-100%$11.3M———
McLaughlin Asset Management, Inc.
N/A—15,006-15,006-100%$11.2M———
Cohen & Steers, Inc.
N/A—15,000-15,000-100%$11.2M———
Wilmar Advisors LLC
N/A—15,000-15,000-100%$11.2M———
Harvey Partners, LLC
N/A—15,000-15,000-100%$11.2M———
Community Bank, N.A.
N/A—14,997-14,997-100%$11.2M———
Valmark Advisers, Inc.
N/A—14,944-14,944-100%$11.2M———
Impact Partnership Wealth, LLC
N/A—14,923-14,923-100%$11.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,855-14,855-100%$11.1M———
Jupiter Wealth Management LLC
N/A—14,852-14,852-100%$11.1M———
Formulate Financial LLC
N/A—14,830-14,830-100%$11.1M———
Ingalls & Snyder LLC
N/A—14,791-14,791-100%$11.0M———
GQG Partners LLC
N/A—14,777-14,777-100%$11.0M———
Westmount Partners, LLC
N/A—14,760-14,760-100%$11.0M———
Cordant, Inc.
N/A—14,742-14,742-100%$11.0M———
Top Private Wealth Llc.
N/A—14,733-14,733-100%$11.0M———
Nelson Capital Management, LLC
N/A—14,592-14,592-100%$10.9M———
Woodline Partners LP
N/A—14,361-14,361-100%$10.7M———
QRG Capital Management, Inc.
N/A—14,317-14,317-100%$10.7M———
Citizens Business Bank
N/A—14,300-14,300-100%$10.7M———
Legacy Trust
N/A—14,247-14,247-100%$10.6M———
Clark Capital Management Group, Inc.
N/A—14,232-14,232-100%$10.6M———
Ruggiero Investments, Inc.
N/A—14,192-14,192-100%$10.6M———
Rehmann Capital Advisory Group
N/A—14,119-14,119-100%$10.5M———
Atlas Capital Advisors Inc.
N/A—14,090-14,090-100%$10.5M———
Banque Cantonale Vaudoise
N/A—13,986-13,986-100%$10.4M———
URS Advisory LLC
N/A—13,817-13,817-100%$10.3M———
Boston Partners
N/A—13,805-13,805-100%$9.9M———
Hartree Partners, LP
N/A—13,760-13,760-100%$10.3M———
Plum Street Advisors, LLC
N/A—13,741-13,741-100%$10.3M———
JTC Employer Solutions Trustee Ltd
N/A—13,732-13,732-100%$10.3M———
Palladiem, LLC
N/A—13,725-13,725-100%$10.2M———
Waddell & Associates, LLC
N/A—13,680-13,680-100%$10.2M———
Independent Advisor Alliance
N/A—13,562-13,562-100%$10.1M———
Sunflower Bank, N.A.
N/A—13,528-13,528-100%$10.1M———
Kesler, Norman & Wride, LLC
N/A—13,417-13,417-100%$10.0M———
First Washington Corp
N/A—13,376-13,376-100%$10.0M———
Cozad Asset Management Inc
N/A—13,200-13,200-100%$9.9M———
Channel Wealth LLC
N/A—12,902-12,902-100%$9.6M———
FreeGulliver LLC
N/A—12,791-12,791-100%$9.6M———
Latko Wealth Management, Ltd.
N/A—12,720-12,720-100%$9.5M———
Brightwater Advisory LLC
N/A—12,609-12,609-100%$9.4M———
F/m Investments LLC
N/A—12,571-12,571-100%$9.4M———
American Trust
N/A—12,548-12,548-100%$9.4M———
Topsail Wealth Management, LLC
N/A—12,510-12,510-100%$9.3M———
GWN Securities Inc.
N/A—12,501-12,501-100%$9.3M———
SSA Swiss Advisors AG
N/A—12,425-12,425-100%$9.3M———
Peregrine Asset Advisers, Inc.
N/A—12,396-12,396-100%$9.3M———
Invst, LLC
N/A—12,299-12,299-100%$9.2M———
Summit Wealth & Retirement Planning, Inc.
N/A—12,286-12,286-100%$9.2M———
Pacific Financial Group Inc
N/A—12,223-12,223-100%$9.1M———
Lowery Thomas, LLC
N/A—12,193-12,193-100%$9.1M———
Xcelsior Advisor Partners LLC
N/A—12,074-12,074-100%$9.0M———
Coastwise Capital Group, LLC
N/A—11,984-11,984-100%$8.9M———
Aspire Capital Advisors LLC
N/A—11,960-11,960-100%$8.9M———
M.D. Sass, LLC
N/A—11,940-11,940-100%$8.9M———
Prime Buchholz LLC
N/A—11,909-11,909-100%$8.9M———
Voya Investment Management LLC
N/A—11,903-11,903-100%$8.9M———
Clare Market Investments LLC
N/A—11,846-11,846-100%$8.8M———
Centennial Bank
N/A—11,795-11,795-100%$8.8M———
FWG Holdings, LLC
N/A—11,773-11,773-100%$8.7M———
Providence Financial Advisors, LLC
N/A—11,750-11,750-100%$8.8M———
Markin Asset Management, LP
N/A—11,738-11,738-100%$8.8M———
Audent Global Asset Management, LLC
N/A—11,621-11,621-100%$8.7M———
Hurricane Capital Advisors LLC
N/A—11,600-11,600-100%$8.7M———
Wealth High Governance Asset Management Ltda.
N/A—11,542-11,542-100%$8.6M———
Triglav Investments, D.O.O.
N/A—11,465-11,465-100%$8.6M———
Bragg Financial Advisors, Inc
N/A—11,465-11,465-100%$8.6M———
ArchPoint Investors
N/A—11,386-11,386-100%$8.5M———
W1m Asset Management Ltd
N/A—11,329-11,329-100%$8.5M———
Alta Wealth Advisors LLC
N/A—11,292-11,292-100%$8.4M———
Checchi Capital Advisers, LLC
N/A—11,250-11,250-100%$8.4M———
Twin Peaks Wealth Advisors, LLC
N/A—11,241-11,241-100%$8.4M———
BTC Capital Management, Inc.
N/A—11,227-11,227-100%$8.4M———
Mrwm Advisors, LLC
N/A—11,118-11,118-100%$8.3M———
Daybright Advisory Services, Inc.
N/A—11,112-11,112-100%$8.3M———
Cornerstone Advisors Asset Management, LLC
N/A—11,061-11,061-100%$8.3M———
Howe & Rusling Inc
N/A—11,055-11,055-100%$8.3M———
Syon Capital LLC
N/A—10,977-10,977-100%$8.2M———
Wick Capital Partners, LLC
N/A—10,965-10,965-100%$8.2M———
Edgewood Management LLC
N/A—10,947-10,947-100%$8.2M———
Corsicana & Co.
N/A—10,923-10,923-100%$8.2M———
Victory Capital Management Inc
N/A—10,905-10,905-100%$8.1M———
Sterneck Capital Management, LLC
N/A—10,881-10,881-100%$8.1M———
Plotkin Financial Advisors, LLC
N/A—10,876-10,876-100%$8.1M———
Fiduciary Financial Advisors
N/A—10,856-10,856-100%$8.1M———
Ashford Capital Management Inc
N/A—10,828-10,828-100%$8.1M———
New Paradigm Capital Management, LLC
N/A—10,800-10,800-100%$8.1M———
OneAscent Financial Services LLC
N/A—10,777-10,777-100%$8.0M———
Cliffwater LLC
N/A—10,752-10,752-100%$8.0M———
New Republic Capital, LLC
N/A—10,685-10,685-100%$8.0M———
Truepoint, Inc.
N/A—10,591-10,591-100%$7.9M———
Drexel Morgan & Co.
N/A—10,561-10,561-100%$7.9M———
Quantbot Technologies LP
N/A—10,526-10,526-100%$7.9M———
BOK Financial Private Wealth, Inc.
N/A—10,478-10,478-100%$7.8M———
Continuum Advisory, LLC
N/A—10,470-10,470-100%$7.8M———
Lcnb Corp
N/A—10,409-10,409-100%$7.8M———
Pgim Custom Harvest LLC
N/A—10,385-10,385-100%$7.8M———
Range Advisory, LLC
N/A—10,341-10,341-100%$7.7M———
Quent Capital, LLC
N/A—10,302-10,302-100%$7.7M———
Chicago Wealth Management, Inc.
N/A—10,284-10,284-100%$7.7M———
Novak & Powell Financial Services, Inc.
N/A—10,212-10,212-100%$7.6M———
Forty-three Eighteen Advisors, LLC
N/A—10,192-10,192-100%$7.6M———
Round Rock Advisors LLC
N/A—10,145-10,145-100%$7.6M———
Timbuktu Capital Management, LLC
N/A—10,115-10,115-100%$7.6M———
OakTrust Wealth Advisors, LLC
N/A—10,115-10,115-100%$7.6M———
Florida Financial Advisors, LLC
N/A—10,084-10,084-100%$7.5M———
Millington Financial Advisors, LLC
N/A—10,076-10,076-100%$7.5M———
Crews Bank & Trust
N/A—10,075-10,075-100%$7.5M———
Private Capital Management, LLC
N/A—10,011-10,011-100%$7.5M———
Madison Wealth Partners, Inc
N/A—10,009-10,009-100%$7.5M———
Delta Investment Management, LLC
N/A—9,968-9,968-100%$7.4M———
SageView Advisory Group, LLC
N/A—9,967-9,967-100%$7.4M———
Vanguard Advisers Inc
N/A—9,961-9,961-100%$7.4M———
Bay Rivers Group
N/A—9,946-9,946-100%$7.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,867-9,867-100%$7.4M———
Advyzon Investment Management, LLC
N/A—9,866-9,866-100%$7.4M———
MorganRosel Wealth Management, LLC
N/A—9,791-9,791-100%$7.3M———
Cedrus Wealth Group LLC
N/A—9,764-9,764-100%$7.3M———
Ducere Wealth Management LLC
N/A—9,731-9,731-100%$7.3M———
LRI Investments, LLC
N/A—9,725-9,725-100%$7.3M———
Ellenbecker Investment Group
N/A—9,722-9,722-100%$7.3M———
Cercano Management LLC
N/A—9,660-9,660-100%$7.2M———
White Pine Capital LLC
N/A—9,611-9,611-100%$7.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—9,455-9,455-100%$7.1M———
Garden State Investment Advisory Services LLC
N/A—9,408-9,408-100%$7.0M———
Aegis Wealth Management LLC
N/A—9,407-9,407-100%$7.0M———
Ibex Wealth Advisors
N/A—9,380-9,380-100%$7.0M———
Solano Wealth Investment Advisors LLC
N/A—9,367-9,367-100%$7.0M———
Cvfg LLC
N/A—9,344-9,344-100%$7.0M———
Morris Financial Concepts, Inc.
N/A—9,341-9,341-100%$7.0M———
Trivium Point Advisory, LLC
N/A—9,300-9,300-100%$6.9M———
SGL Investment Advisors, Inc.
N/A—9,256-9,256-100%$7.2M———
Vista Capital Partners, Inc.
N/A—9,229-9,229-100%$6.9M———
Maripau Wealth Management LLC
N/A—9,158-9,158-100%$6.8M———
Oder Investment Management, LLC
N/A—9,135-9,135-100%$6.8M———
Bitterroot Capital Advisors LLC
N/A—9,134-9,134-100%$6.8M———
Tower Bridge Advisors
N/A—9,072-9,072-100%$6.8M———
Sonoma Allocations LLC
N/A—9,049-9,049-100%$2.8M———
Loudon Investment Management, LLC
N/A—9,042-9,042-100%$6.8M———
Q3 Asset Management
N/A—9,037-9,037-100%$6.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—9,032-9,032-100%$6.7M———
Personal CFO Solutions, LLC
N/A—8,989-8,989-100%$6.7M———
Concorde Asset Management, LLC
N/A—8,976-8,976-100%$6.7M———
Storen Legacy Partners, LLC
N/A—8,912-8,912-100%$6.7M———
JDM Financial Group LLC
N/A—8,888-8,888-100%$6.6M———
Beta Wealth Group, Inc.
N/A—8,808-8,808-100%$6.6M———
Vision Retirement, LLC
N/A—8,790-8,790-100%$6.6M———
Tradition Wealth Management, LLC
N/A—8,743-8,743-100%$6.5M———
Goldstone Financial Group, LLC
N/A—8,688-8,688-100%$6.5M———
Aureus Asset Management, LLC
N/A—8,586-8,586-100%$6.4M———
Evernest Financial Advisors, LLC
N/A—8,579-8,579-100%$6.4M———
Arrowroot Family Office, LLC
N/A—8,479-8,479-100%$6.3M———
Sierra Capital LLC
N/A—8,443-8,443-100%$6.3M———
Winch Advisory Services, LLC
N/A—8,405-8,405-100%$6.3M———
Tiaa Trust, National Association
N/A—8,380-8,380-100%$6.3M———
Bellwether Advisors, LLC
N/A—8,375-8,375-100%$6.3M———
ForthRight Wealth Management, LLC
N/A—8,342-8,342-100%$6.2M———
Omnia Family Wealth, LLC
N/A—8,330-8,330-100%$6.2M———
Garrison Point Advisors, LLC
N/A—8,291-8,291-100%$6.2M———
Mairs & Power Inc
N/A—8,279-8,279-100%$6.2M———
Wimmer Associates 1, LLC
N/A—8,204-8,204-100%$6.1M———
Tilson Financial Group, Inc.
N/A—8,157-8,157-100%$6.1M———
LSP Investment Advisors, LLC
N/A—8,152-8,152-100%$6.1M———
Novus Advisors, LLC
N/A—8,121-8,121-100%$6.1M———
Vienna Asset Management LLC
N/A—8,104-8,104-100%$6.1M———
Matters Capital LLC
N/A—8,096-8,096-100%$6.0M———
Vanguard Personalized Indexing Management, LLC
N/A—8,077-8,077-100%$6.0M———
LWM Advisory Services, LLC
N/A—7,977-7,977-100%$6.0M———
Smartleaf Asset Management LLC
N/A—7,941-7,941-100%$5.9M———
WPWealth LLP
N/A—7,941-7,941-100%$5.9M———
10Elms LLP
N/A—7,894-7,894-100%$5.9M———
Laraway Financial Advisors Inc
N/A—7,885-7,885-100%$5.9M———
First Financial Bankshares Inc
N/A—7,878-7,878-100%$5.9M———
Iron Gate Global Advisors LLC
N/A—7,824-7,824-100%$5.8M———
Brookwood Investment Group LLC
N/A—7,777-7,777-100%$5.8M———
Rialto Wealth Management, LLC
N/A—7,774-7,774-100%$5.8M———
9823 Capital, L.P.
N/A—7,772-7,772-100%$5.8M———
American Alpha Advisors, LLC
N/A—7,769-7,769-100%$5.8M———
Auxano Advisors, LLC
N/A—7,763-7,763-100%$5.8M———
BHK Investment Advisors, LLC
N/A—7,747-7,747-100%$5.8M———
Little House Capital LLC
N/A—7,739-7,739-100%$5.8M———
Peak Planning Group, LLC
N/A—7,729-7,729-100%$5.8M———
Core Capital Management & Research, inc.
N/A—7,644-7,644-100%$5.8M———
Financial Gravity Companies, Inc.
N/A—7,633-7,633-100%$5.7M———
New Age Alpha Advisors, LLC
N/A—7,588-7,588-100%$5.7M———
Clarendon Private LLC
N/A—7,538-7,538-100%$5.6M———
Global Endowment Management, LP
N/A—7,500-7,500-100%$5.6M———
Jaffetilchin Investment Partners, LLC
N/A—7,485-7,485-100%$5.6M———
Chesapeake Wealth Management
N/A—7,426-7,426-100%$5.5M———
Moneda S.A. Administradora General de Fondos
N/A—7,396-7,396-100%$5.5M———
Morse Asset Management, Inc
N/A—7,329-7,329-100%$5.5M———
Legacy Capital Wealth Management, LLC
N/A—7,299-7,299-100%$5.5M———
Beaird Harris Wealth Management, LLC
N/A—7,276-7,276-100%$5.4M———
Lbmc Investment Advisors, LLC
N/A—7,259-7,259-100%$5.4M———
Raffa Wealth Management, LLC
N/A—7,227-7,227-100%$5.4M———
Bantamac Capital, LLC
N/A—7,201-7,201-100%$5.4M———
Liberty Wealth Management LLC
N/A—7,179-7,179-100%$4.7M———
Courage Capital Management LLC
N/A—7,171-7,171-100%$5.4M———
M1 Capital Management LLC
N/A—7,151-7,151-100%$5.3M———
Townsquare Capital LLC
N/A—7,131-7,131-100%$5.3M———
Iconiq Capital, LLC
N/A—7,122-7,122-100%$5.3M———
Mcguire Capital Advisors Inc
N/A—7,090-7,090-100%$5.3M———
Twin Lakes Capital Management, LLC
N/A—7,080-7,080-100%$5.3M———
Harbour Wealth Management Group, Inc.
N/A—7,078-7,078-100%$5.3M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—7,057-7,057-100%$5.3M———
Boston Research & Management Inc
N/A—6,971-6,971-100%$5.2M———
NWK Group, Inc.
N/A—6,952-6,952-100%$5.2M———
Price T Rowe Associates Inc
N/A—6,948-6,948-100%$5.2M———
Pursue Wealth Partners LLC
N/A—6,942-6,942-100%$5.2M———
Keebeck Wealth Management
N/A—6,921-6,921-100%$5.2M———
Metlife Inc
N/A—6,878-6,878-100%$5.1M———
Generation Capital Management LLC
N/A—6,859-6,859-100%$5.1M———
Ironclad Investments LLC
N/A—6,805-6,805-100%$5.1M———
Red Door Wealth Management, LLC
N/A—6,776-6,776-100%$5.1M———
Thoroughbred Financial Services, LLC
N/A—6,756-6,756-100%$5.0M———
Aldebaran Financial Inc.
N/A—6,756-6,756-100%$5.0M———
Cedarwood Wealth LLC
N/A—6,734-6,734-100%$5.0M———
Cascades Capital Asset Management, LLC
N/A—6,734-6,734-100%$5.0M———
Sandy Cove Advisors, LLC
N/A—6,726-6,726-100%$5.0M———
Madden Advisory Services, Inc.
N/A—6,725-6,725-100%$5.0M———
First American Trust, FSB
N/A—6,723-6,723-100%$5.0M———
Tanglewood Legacy Advisors, LLC
N/A—6,719-6,719-100%$5.0M———
Ranch Capital Advisors Inc.
N/A—6,698-6,698-100%$5.0M———
Boothbay Fund Management, LLC
N/A—6,687-6,687-100%$5.0M———
Libra Wealth LLC
N/A—6,678-6,678-100%$5.0M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—6,666-6,666-100%$5.0M———
Next Capital Management LLC
N/A—6,632-6,632-100%$5.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—6,627-6,627-100%$4.9M———
Teucrium Investment Advisors, LLC
N/A—6,610-6,610-100%$4.9M———
Alley Investment Management Company, LLC
N/A—6,602-6,602-100%$4.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,593-6,593-100%$4.9M———
Capital Analysts, LLC
N/A—6,586-6,586-100%$4.9M———
B & T Capital Management DBA Alpha Capital Management
N/A—6,555-6,555-100%$4.9M———
KKM Financial LLC
N/A—6,553-6,553-100%$4.9M———
Resolute Wealth Strategies, LLC
N/A—6,546-6,546-100%$4.9M———
Arcus Capital Partners, LLC
N/A—6,539-6,539-100%$4.9M———
Pincus Capital Management, LP
N/A—6,536-6,536-100%$4.9M———
Avalon Trust Co
N/A—6,530-6,530-100%$4.9M———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—6,523-6,523-100%$4.9M———
Fiduciary Wealth Partners, LLC
N/A—6,461-6,461-100%$4.8M———
SIG Brokerage, LP
N/A—6,453-6,453-100%$4.8M———
Roberts Glore & Co Inc
N/A—6,447-6,447-100%$4.8M———
Prasad Wealth Partners, LLC
N/A—6,440-6,440-100%$4.8M———
M3 Advisory Group, LLC
N/A—6,419-6,419-100%$4.8M———
Drucker Wealth 3.0, LLC
N/A—6,337-6,337-100%$4.7M———
Hemenway Trust Co LLC
N/A—6,317-6,317-100%$4.7M———
North Star Asset Management Inc
N/A—6,299-6,299-100%$4.7M———
Thompson David Blair
N/A—6,298-6,298-100%$4.7M———
Tillman Hartley LLC
N/A—6,261-6,261-100%$4.7M———
EWA, LLC
N/A—6,243-6,243-100%$4.7M———
Tranquilli Financial Advisor LLC
N/A—6,206-6,206-100%$4.6M———
Wealthspire Retirement, LLC
N/A—6,204-6,204-100%$4.6M———
Elm Partners Management LLC
N/A—6,182-6,182-100%$4.6M———
WJ Financial Advisors LLC
N/A—6,154-6,154-100%$4.6M———
Resurgent Financial Advisors LLC
N/A—6,137-6,137-100%$4.6M———
Summitry LLC
N/A—6,085-6,085-100%$4.5M———
Liberty Square Wealth Partners LLC
N/A—6,063-6,063-100%$4.5M———
Anchor Investment Management, LLC
N/A—6,046-6,046-100%$4.5M———
Silvant Capital Management LLC
N/A—6,045-6,045-100%$4.5M———
Permanens Capital L.P.
N/A—6,043-6,043-100%$4.5M———
Menora Mivtachim Holdings Ltd.
N/A—6,040-6,040-100%$4.5M———
Orleans Capital Management Corp
N/A—6,035-6,035-100%$4.5M———
Fielder Capital Group LLC
N/A—6,028-6,028-100%$4.5M———
Snowwater Investment Partners, LLC
N/A—6,026-6,026-100%$4.5M———
Bridges Investment Management Inc
N/A—6,009-6,009-100%$4.5M———
Charter Research & Investment Group, Inc.
N/A—6,007-6,007-100%$4.5M———
Fischer Investment Strategies, LLC
N/A—6,001-6,001-100%$4.5M———
CMT Capital Markets Trading GmbH
N/A—5,997-5,997-100%$4.5M———
Cornerstone Advisory, LLC
N/A—5,988-5,988-100%$4.5M———
LOM Asset Management Ltd
N/A—5,939-5,939-100%$4.4M———
Kohlberg Kravis Roberts & Co. L.P.
N/A—5,920-5,920-100%$4.4M———
Kelman-Lazarov, Inc.
N/A—5,917-5,917-100%$4.4M———
Horizon Investment Services, LLC
N/A—5,837-5,837-100%$4.4M———
Zions Bancorporation, National Association
N/A—5,823-5,823-100%$4.3M———
Element Wealth, LLC
N/A—5,809-5,809-100%$4.3M———
Per Stirling Capital Management, Llc.
N/A—5,806-5,806-100%$4.3M———
OFC Financial Planning, LLC
N/A—5,772-5,772-100%$4.3M———
MOR Wealth Management, LLC
N/A—5,771-5,771-100%$4.3M———
Fortis Capital Management LLC
N/A—5,757-5,757-100%$4.3M———
Monograph Wealth Advisors, LLC
N/A—5,753-5,753-100%$4.3M———
Farmers National Bank
N/A—5,739-5,739-100%$4.3M———
Harvest Investment Services, LLC
N/A—5,727-5,727-100%$4.3M———
FourThought Financial Partners, LLC
N/A—5,715-5,715-100%$4.3M———
PlanVest Financial, Inc
N/A—5,625-5,625-100%$4.2M———
BWM Planning, LLC
N/A—5,624-5,624-100%$4.2M———
Bearing Point Capital, LLC
N/A—5,614-5,614-100%$4.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,611-5,611-100%$4.2M———
One Wealth Management Investment & Advisory Services, LLC
N/A—5,588-5,588-100%$4.2M———
Northstar Group, Inc.
N/A—5,574-5,574-100%$4.2M———
Atomic Invest LLC
N/A—5,570-5,570-100%$4.1M———
Spirepoint Private Client, LLC
N/A—5,546-5,546-100%$4.1M———
WealthShield Partners, LLC
N/A—5,535-5,535-100%$4.1M———
Custos Family Office, LLC
N/A—5,521-5,521-100%$4.1M———
Sabby Management, LLC
N/A—5,500-5,500-100%$4.1M———
Wealthquest Corp
N/A—5,488-5,488-100%$4.1M———
Cahill Financial Advisors Inc
N/A—5,481-5,481-100%$4.1M———
Denver Wealth Management, Inc.
N/A—5,477-5,477-100%$4.1M———
Ellevest, Inc.
N/A—5,452-5,452-100%$4.0M———
Roehl & Yi Investment Advisors, LLC
N/A—5,440-5,440-100%$4.1M———
Epacria Capital Partners, LLC
N/A—5,432-5,432-100%$4.1M———
Coign Capital Advisors LLC
N/A—5,424-5,424-100%$4.1M———
Wood Tarver Financial Group, LLC
N/A—5,423-5,423-100%$4.0M———
Greykasell Wealth Strategies, Inc.
N/A—5,411-5,411-100%$4.0M———
Vawter Financial, Ltd.
N/A—5,410-5,410-100%$4.0M———
Sivia Capital Partners, LLC
N/A—5,379-5,379-100%$4.0M———
Ironwood Investment Counsel, LLC
N/A—5,375-5,375-100%$4.0M———
Sittner & Nelson, LLC
N/A—5,355-5,355-100%$4.0M———
Marble Wealth, LLC
N/A—5,342-5,342-100%$4.0M———
Cape COD Five Cents Savings Bank
N/A—5,334-5,334-100%$4.0M———
Alamea Verwaltungs GmbH
N/A—5,301-5,301-100%$4.0M———
Dunhill Financial, LLC
N/A—5,285-5,285-100%$3.9M———
Octavia Wealth Advisors, LLC
N/A—5,281-5,281-100%$4.0M———
Cascade Financial Partners, LLC
N/A—5,271-5,271-100%$3.9M———
Mason Investment Advisory Services, Inc.
N/A—5,257-5,257-100%$3.9M———
Gilbert & Cook, Inc.
N/A—5,252-5,252-100%$3.9M———
Financial Advisors Network, Inc.
N/A—5,243-5,243-100%$3.9M———
East Coast Asset Management, Llc.
N/A—5,240-5,240-100%$3.9M———
1 North Wealth Services LLC
N/A—5,238-5,238-100%$3.9M———
GW&K Investment Management, LLC
N/A—5,217-5,217-100%$3.9M———
Stevens Capital Management LP
N/A—5,210-5,210-100%$3.9M———
Koss-Olinger Consulting, LLC
N/A—5,165-5,165-100%$3.9M———
Rice Partnership, LLC
N/A—5,162-5,162-100%$3.9M———
Stratos Investment Management, LLC
N/A—5,139-5,139-100%$3.8M———
Warner Financial, Inc
N/A—5,131-5,131-100%$3.8M———
Holderness Investments Co
N/A—5,125-5,125-100%$3.8M———
Northwest Bancshares, Inc.
N/A—5,079-5,079-100%$3.8M———
LGT Financial Advisors LLC
N/A—5,045-5,045-100%$3.8M———
Broderick Brian C
N/A—5,000-5,000-100%$3.7M———
Intrepid Family Office LLC
N/A—5,000-5,000-100%$3.7M———
Strait & Sound Wealth Management LLC
N/A—4,963-4,963-100%$3.7M———
Canal Capital Management, LLC
N/A—4,939-4,939-100%$3.7M———
Olde Wealth Management, LLC
N/A—4,898-4,898-100%$3.7M———
Hansen & Associates Financial Group, Inc.
N/A—4,872-4,872-100%$3.7M———
Noked Israel Ltd
N/A—4,794-4,794-100%$3.6M———
Colonial Trust Advisors
N/A—4,776-4,776-100%$3.6M———
SOA Wealth Advisors, Llc.
N/A—4,766-4,766-100%$3.6M———
Geometric Wealth Advisors
N/A—4,745-4,745-100%$3.5M———
Bank OZK
N/A—4,732-4,732-100%$3.5M———
Redwood Investment Management, LLC
N/A—4,703-4,703-100%$3.5M———
Mufg Bank, Ltd.
N/A—4,700-4,700-100%$3.5M———
NorthStar Asset Management LLC
N/A—4,688-4,688-100%$3.5M———
K.J. Harrison & Partners Inc
N/A—4,654-4,654-100%$3.5M———
Pennington Partners & Co., LLC
N/A—4,643-4,643-100%$3.5M———
Colonial Trust Co / SC
N/A—4,633-4,633-100%$3.5M———
Bank of Nova Scotia Trust Co
N/A—4,613-4,613-100%$3.4M———
Paladin Advisory Group, LLC
N/A—4,606-4,606-100%$3.4M———
Stonebridge Financial Group, LLC
N/A—4,601-4,601-100%$3.4M———
Werba Rubin Papier Wealth Management
N/A—4,599-4,599-100%$3.4M———
Rollins Financial Advisors, LLC
N/A—4,568-4,568-100%$3.4M———
Centiva Capital, LP
N/A—4,536-4,536-100%$3.4M———
Asset Management Group, Inc.
N/A—4,532-4,532-100%$3.4M———
Ameriflex Group, Inc.
N/A—4,521-4,521-100%$3.4M———
Barnes Wealth Management Group, Inc
N/A—4,511-4,511-100%$3.4M———
Colter Lewis Investment Partners LLC
N/A—4,506-4,506-100%$3.4M———
Ascension Capital Advisors, Inc.
N/A—4,424-4,424-100%$3.3M———
Bristol Gate Capital Partners Inc.
N/A—4,399-4,399-100%$3.3M———
VeraBank, N.A.
N/A—4,393-4,393-100%$3.3M———
Private Advisory Group LLC
N/A—4,390-4,390-100%$3.3M———
NerdWallet Wealth Partners, LLC
N/A—4,388-4,388-100%$3.3M———
Paces Ferry Wealth Advisors, LLC
N/A—4,378-4,378-100%$3.3M———
Naviter Wealth, LLC
N/A—4,358-4,358-100%$3.3M———
Ceeto Capital Group, LLC
N/A—4,320-4,320-100%$3.2M———
Everpar Advisors LLC
N/A—4,310-4,310-100%$3.2M———
Mathes Company, Inc.
N/A—4,300-4,300-100%$3.2M———
Capital Markets Trading UK LLP
N/A—4,297-4,297-100%$3.2M———
Kiley Juergens Wealth Management, LLC
N/A—4,281-4,281-100%$3.2M———
Osbon Capital Management LLC
N/A—4,269-4,269-100%$3.2M———
Trevian Wealth Management LLC
N/A—4,268-4,268-100%$3.2M———
ProVise Management Group, LLC
N/A—4,229-4,229-100%$3.2M———
Baron Silver Stevens Financial Advisors, LLC
N/A—4,229-4,229-100%$3.2M———
Institute for Wealth Management, Llc.
N/A—4,217-4,217-100%$3.1M———
Shelton Capital Management
N/A—4,205-4,205-100%$3.1M———
Davidson Kempner Capital Management LP
N/A—4,197-4,197-100%$3.1M———
Chesapeake Asset Management LLC
N/A—4,188-4,188-100%$1.6M———
Permanent Capital Management, LP
N/A—4,185-4,185-100%$3.1M———
Team Hewins, LLC
N/A—4,180-4,180-100%$3.1M———
Insight 2811, Inc.
N/A—4,177-4,177-100%$3.1M———
AlpenGlobal Capital LLC
N/A—4,176-4,176-100%$3.1M———
CM Wealth Advisors LLC
N/A—4,174-4,174-100%$3.1M———
Allred Capital Management, LLC
N/A—4,166-4,166-100%$3.1M———
Aberdeen Group plc
N/A—4,138-4,138-100%$3.1M———
O'rourke & Company, Inc
N/A—4,125-4,125-100%$3.1M———
Duncan Williams Asset Management, LLC
N/A—4,105-4,105-100%$3.1M———
Macro Advisors, Inc.
N/A—4,099-4,099-100%$3.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—4,094-4,094-100%$3.1M———
Alpha Zero LLC
N/A—4,082-4,082-100%$3.1M———
Capstone Financial Advisors, Inc.
N/A—4,079-4,079-100%$3.0M———
Compass Capital Management, Inc
N/A—4,061-4,061-100%$3.0M———
Miramar Fiduciary Corp
N/A—4,056-4,056-100%$3.0M———
Allstate Corp
N/A—4,049-4,049-100%$3.0M———
Graybill Wealth Management, Ltd.
N/A—4,040-4,040-100%$3.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,038-4,038-100%$3.0M———
Blue Chip Partners, LLC
N/A—4,035-4,035-100%$3.0M———
Kavar Capital Partners Group, LLC
N/A—4,019-4,019-100%$3.0M———
Polen Capital Management LLC
N/A—4,018-4,018-100%$3.0M———
Highlander Partners, L.P.
N/A—4,000-4,000-100%$3.0M———
WNY Asset Management, LLC
N/A—3,994-3,994-100%$3.0M———
Banque Transatlantique SA
N/A—3,993-3,993-100%$3.0M———
Panoramic Capital Partners, LLC
N/A—3,956-3,956-100%$3.0M———
Natural Investments, LLC
N/A—3,894-3,894-100%$2.9M———
Caitlin John, LLC
N/A—3,855-3,855-100%$2.9M———
Clear Street Group Inc.
N/A—3,852-3,852-100%$2.9M———
Tidemark, LLC
N/A—3,849-3,849-100%$2.9M———
Quotient Wealth Partners, LLC
N/A—3,840-3,840-100%$2.9M———
Laffer Tengler Investments, Inc.
N/A—3,791-3,791-100%$2.8M———
Resources Management Corp
N/A—3,789-3,789-100%$2.8M———
Tudor Financial Inc.
N/A—3,787-3,787-100%$2.8M———
Legacy Financial Advisors, Inc.
N/A—3,772-3,772-100%$2.8M———
1015 Capital Partners, LLC
N/A—3,750-3,750-100%$2.8M———
Brevan Howard Capital Management LP
N/A—3,746-3,746-100%$2.8M———
Wallace Advisory Group, LLC
N/A—3,739-3,739-100%$2.8M———
Steelhead Wealth Management LLC
N/A—3,730-3,730-100%$2.8M———
Fairview Capital Investment Management, LLC
N/A—3,718-3,718-100%$2.8M———
Goodman Financial Corp
N/A—3,698-3,698-100%$2.8M———
First Commonwealth Financial Corp
N/A—3,675-3,675-100%$2.7M———
Eldridge Investment Advisors, Inc.
N/A—3,664-3,664-100%$2.7M———
Meramec Financial Planners, LLC
N/A—3,661-3,661-100%$2.7M———
Barr E S & Co
N/A—3,651-3,651-100%$2.7M———
Spartan Wealth Advisory Services LLC
N/A—3,645-3,645-100%$2.7M———
Fi3 Financial Advisors, LLC
N/A—3,643-3,643-100%$333.8K———
United Bank
N/A—3,638-3,638-100%$2.7M———
Leigh Baldwin & Co., LLC
N/A—3,625-3,625-100%$2.7M———
BCR Wealth Strategies, LLC
N/A—3,620-3,620-100%$2.7M———
Marshall Financial Group, LLC
N/A—3,611-3,611-100%$2.7M———
Tidal Investments LLC
N/A—3,606-3,606-100%$2.7M———
Axis Wealth Partners, LLC
N/A—3,604-3,604-100%$2.7M———
Osprey Private Wealth LLC
N/A—3,587-3,587-100%$2.7M———
Advisors Preferred, LLC
N/A—3,583-3,583-100%$2.7M———
NWM Advisors, LLC
N/A—3,578-3,578-100%$2.7M———
Affinity Wealth Management LLC
N/A—3,573-3,573-100%$2.7M———
Whalerock Point Partners, LLC
N/A—3,573-3,573-100%$2.7M———
Clearbridge Investments, LLC
N/A—3,556-3,556-100%$2.7M———
Leith Wheeler Investment Counsel Ltd.
N/A—3,550-3,550-100%$2.7M———
Melfa Wealth Management, Inc.
N/A—3,545-3,545-100%$2.6M———
AssuredPartners Investment Advisors, LLC
N/A—3,521-3,521-100%$2.6M———
Modus Advisors, LLC
N/A—3,520-3,520-100%$2.6M———
Private Wealth Asset Management, LLC
N/A—3,486-3,486-100%$2.6M———
Main Street Research LLC
N/A—3,485-3,485-100%$2.6M———
Eaton Financial Holdings Company, LLC
N/A—3,446-3,446-100%$2.6M———
Park Place Capital Corp
N/A—3,439-3,439-100%$2.6M———
Red Wave Investments LLC
N/A—3,424-3,424-100%$2.6M———
Innovative Asset Advisors Group, LLC
N/A—3,414-3,414-100%$2.5M———
Baldwin Investment Management, LLC
N/A—3,397-3,397-100%$2.5M———
Stonebrook Private Inc.
N/A—3,386-3,386-100%$2.5M———
JT Stratford LLC
N/A—3,372-3,372-100%$2.5M———
Brand Asset Management Group, Inc.
N/A—3,347-3,347-100%$2.5M———
Falcon Wealth Planning
N/A—3,329-3,329-100%$2.5M———
Core Wealth Advisors, Inc.
N/A—3,315-3,315-100%$2.5M———
CoreFirst Bank & Trust
N/A—3,312-3,312-100%$2.5M———
One Charles Private Wealth Services, LLC
N/A—3,308-3,308-100%$2.5M———
Consilio Wealth Advisors, LLC
N/A—3,305-3,305-100%$2.5M———
360 Financial, Inc.
N/A—3,304-3,304-100%$2.5M———
Alaethes Wealth, LLC
N/A—3,303-3,303-100%$2.5M———
Astra Wealth Partners LLC
N/A—3,284-3,284-100%$2.5M———
Fortress Private Ledger, LLC
N/A—3,276-3,276-100%$2.4M———
Bernard Wealth Management Corp.
N/A—3,263-3,263-100%$2.4M———
Campbell Deegan Wealth Management, LLC
N/A—3,262-3,262-100%$2.4M———
Vines Capital Management, LLC
N/A—3,260-3,260-100%$2.4M———
Evolve Private Wealth, LLC
N/A—3,256-3,256-100%$2.4M———
PAX Financial Group, LLC
N/A—3,254-3,254-100%$2.4M———
Magnolia Capital Advisors LLC
N/A—3,244-3,244-100%$2.4M———
Delta Asset Management LLC
N/A—3,205-3,205-100%$2.4M———
Good Steward Wealth Advisors,LLC
N/A—3,204-3,204-100%$2.4M———
Widmann Financial Services, Inc.
N/A—3,204-3,204-100%$2.4M———
Bulltick Wealth Management, LLC
N/A—3,193-3,193-100%$2.4M———
Disciplined Investments, LLC
N/A—3,188-3,188-100%$2.4M———
Mosaic Advisors LLC
N/A—3,180-3,180-100%$2.4M———
FSA Advisors, Inc.
N/A—3,170-3,170-100%$2.4M———
Oxbow Advisors, LLC
N/A—3,165-3,165-100%$2.4M———
Somerset Group LLC
N/A—3,160-3,160-100%$2.4M———
Investment Advisory Group, LLC
N/A—3,152-3,152-100%$2.4M———
Integrity Wealth Solutions LLC
N/A—3,152-3,152-100%$2.4M———
Edgar Lomax Co
N/A—3,150-3,150-100%$2.4M———
Hopwood Nicholas Hunter
N/A—3,147-3,147-100%$2.3M———
Byrne Financial Freedom, LLC
N/A—3,136-3,136-100%$2.3M———
Carl P. Sherr & Co., LLC
N/A—3,133-3,133-100%$2.3M———
RiverFront Investment Group, LLC
N/A—3,113-3,113-100%$2.3M———
Ponta Wealth Partners, LLC
N/A—3,080-3,080-100%$2.3M———
TrueWealth Financial Partners
N/A—3,059-3,059-100%$2.3M———
Claret Asset Management Corp
N/A—3,030-3,030-100%$2.3M———
Pitti Group Wealth Management, LLC
N/A—3,029-3,029-100%$2.3M———
Partners in Financial Planning
N/A—3,026-3,026-100%$2.3M———
River Wealth Advisors LLC
N/A—3,026-3,026-100%$2.3M———
Navellier & Associates Inc
N/A—3,022-3,022-100%$2.3M———
Hite Hedge Asset Management LLC
N/A—3,000-3,000-100%$2.2M———
Significant Wealth Partners LLC
N/A—2,969-2,969-100%$2.2M———
Bonfire Financial
N/A—2,957-2,957-100%$2.2M———
Beaton Management Co. Inc.
N/A—2,955-2,955-100%$2.2M———
D L Carlson Investment Group Inc
N/A—2,937-2,937-100%$2.2M———
EMC Capital Management
N/A—2,935-2,935-100%$2.2M———
Lumbard & Kellner, LLC
N/A—2,932-2,932-100%$2.2M———
Financial Life Planners
N/A—2,931-2,931-100%$2.2M———
Wescap Management Group, Inc.
N/A—2,918-2,918-100%$2.2M———
truNorth Financial Services, Inc.
N/A—2,905-2,905-100%$2.2M———
Mandatum Life Insurance Co Ltd
N/A—2,885-2,885-100%$2.2M———
Atlanta Consulting Group Advisors, LLC
N/A—2,882-2,882-100%$2.2M———
Citizens & Northern Corp
N/A—2,877-2,877-100%$2.1M———
Nikulski Financial, Inc.
N/A—2,855-2,855-100%$2.1M———
Resolute Capital, LLC
N/A—2,833-2,833-100%$2.1M———
Clearwater Capital Advisors, LLC
N/A—2,832-2,832-100%$2.1M———
Frisch Financial Group, Inc.
N/A—2,820-2,820-100%$2.1M———
Wealth Watch Advisors, Inc
N/A—2,816-2,816-100%$2.1M———
Disciplined Investors, L.L.C.
N/A—2,813-2,813-100%$2.1M———
Chatterton & Associates Inc.
N/A—2,806-2,806-100%$2.1M———
Aventura Private Wealth, LLC
N/A—2,805-2,805-100%$2.1M———
Warburton Capital Management, LLC
N/A—2,801-2,801-100%$2.1M———
BlackDiamond Wealth Management, LLC
N/A—2,799-2,799-100%$2.2M———
HBK Investments L P
N/A—2,782-2,782-100%$2.1M———
Bank of Marin
N/A—2,779-2,779-100%$2.1M———
Point Windward Advisors Inc.
N/A—2,773-2,773-100%$2.1M———
SK Wealth Management, LLC
N/A—2,758-2,758-100%$2.1M———
Dearborn Partners LLC
N/A—2,753-2,753-100%$2.1M———
TFR Capital, Llc.
N/A—2,747-2,747-100%$2.1M———
MA Private Wealth
N/A—2,712-2,712-100%$2.0M———
Clarity Financial LLC
N/A—2,710-2,710-100%$2.0M———
American Financial Advisors, LLC
N/A—2,706-2,706-100%$2.0M———
ESL Trust Services, LLC
N/A—2,703-2,703-100%$2.0M———
Bellevue Group AG
N/A—2,700-2,700-100%$2.0M———
PIN OAK Investment Advisors Inc
N/A—2,699-2,699-100%$2.0M———
Legacy Financial Group LLC
N/A—2,679-2,679-100%$2.0M———
Hudson Portfolio Management LLC
N/A—2,663-2,663-100%$2.0M———
Southeast Asset Advisors, LLC
N/A—2,639-2,639-100%$2.0M———
Samara Investment Management, LLC
N/A—2,635-2,635-100%$2.0M———
Miramar Capital, LLC
N/A—2,632-2,632-100%$2.0M———
Staley Capital Advisers Inc
N/A—2,613-2,613-100%$2.0M———
Ankerstar Wealth, LLC
N/A—2,601-2,601-100%$1.9M———
Bank of the Bluegrass & Trust Co.
N/A—2,598-2,598-100%$2.0M———
CFO4Life Group, LLC
N/A—2,595-2,595-100%$1.9M———
Darden Wealth Group Inc
N/A—2,594-2,594-100%$1.9M———
Trillium Asset Management, LLC
N/A—2,587-2,587-100%$1.9M———
Bravias Capital Group, LLC
N/A—2,571-2,571-100%$1.9M———
Regency Capital Management Inc.\DE
N/A—2,569-2,569-100%$1.9M———
Allium Financial Advisors, LLC
N/A—2,561-2,561-100%$1.9M———
Bogart Wealth, LLC
N/A—2,560-2,560-100%$1.9M———
RiverGlades Family Offices LLC
N/A—2,558-2,558-100%$1.9M———
Dana Investment Advisors, Inc.
N/A—2,532-2,532-100%$1.9M———
Bruce G. Allen Investments, LLC
N/A—2,523-2,523-100%$1.9M———
Polymer Capital Management (HK) LTD
N/A—2,480-2,480-100%$1.9M———
Wealth Care LLC
N/A—2,480-2,480-100%$1.9M———
Steigerwald, Gordon & Koch Inc.
N/A—2,476-2,476-100%$1.8M———
Aspen Capital Management, LLC
N/A—2,472-2,472-100%$1.8M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—2,470-2,470-100%$1.8M———
Riverstone Advisors, LLC
N/A—2,452-2,452-100%$1.8M———
Fort Sheridan Advisors LLC
N/A—2,439-2,439-100%$1.8M———
Westbourne Investments, Inc.
N/A—2,431-2,431-100%$1.8M———
American Capital Management Inc
N/A—2,425-2,425-100%$1.8M———
Yarger Wealth Strategies, LLC
N/A—2,419-2,419-100%$1.8M———
Trinity Legacy Partners, LLC
N/A—2,411-2,411-100%$1.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,403-2,403-100%$1.8M———
ThornTree Capital Partners LP
N/A—2,401-2,401-100%$1.8M———
Intellectus Partners, LLC
N/A—2,392-2,392-100%$1.8M———
Karpus Management, Inc.
N/A—2,391-2,391-100%$1.8M———
Fund Advisors of America Inc
N/A—2,382-2,382-100%$1.8M———
Oberweis Asset Management Inc/
N/A—2,378-2,378-100%$1.8M———
BankPlus Trust Department
N/A—2,375-2,375-100%$1.8M———
Peninsula Asset Management Inc
N/A—2,375-2,375-100%$1.8M———
Headinvest, LLC
N/A—2,373-2,373-100%$1.8M———
West Michigan Advisors, LLC
N/A—2,372-2,372-100%$1.8M———
Expressive Wealth LLC
N/A—2,353-2,353-100%$1.8M———
Medallion Wealth Advisors, LLC
N/A—2,352-2,352-100%$1.8M———
Payne Capital Management, LLC
N/A—2,351-2,351-100%$1.8M———
Orcam Financial Group
N/A—2,347-2,347-100%$1.8M———
Mars Jewett Financial Group, Inc.
N/A—2,337-2,337-100%$1.7M———
White Knight Strategic Wealth Advisors, LLC
N/A—2,335-2,335-100%$1.7M———
Castle Wealth Management LLC
N/A—2,335-2,335-100%$1.7M———
Bridgewealth Advisory Group, LLC
N/A—2,330-2,330-100%$1.7M———
WorthPointe, LLC
N/A—2,317-2,317-100%$1.7M———
Shapiro Capital Management LLC
N/A—2,315-2,315-100%$1.7M———
Cladis Investment Advisory, LLC
N/A—2,314-2,314-100%$1.7M———
City National Bank of Florida
N/A—2,312-2,312-100%$1.7M———
Curio Wealth, LLC
N/A—2,310-2,310-100%$1.7M———
N.E.W. Advisory Services LLC
N/A—2,307-2,307-100%$1.7M———
Kapstone Financial Advisors LLC
N/A—2,300-2,300-100%$1.7M———
Giverny Capital Inc.
N/A—2,294-2,294-100%$1.7M———
Marshall Investment Management, LLC
N/A—2,284-2,284-100%$1.7M———
Callahan Advisors, LLC
N/A—2,283-2,283-100%$1.7M———
XTX Topco Ltd
N/A—2,268-2,268-100%$1.7M———
Purkiss Capital Advisors LLC
N/A—2,267-2,267-100%$1.7M———
Strategic Investment Advisors / MI
N/A—2,249-2,249-100%$1.7M———
Rosenblum Silverman Sutton S F Inc
N/A—2,245-2,245-100%$1.7M———
Clarion Wealth Managment Partners, LLC
N/A—2,243-2,243-100%$1.7M———
Hudson Value Partners, LLC
N/A—2,239-2,239-100%$1.7M———
JPL Wealth Management, LLC
N/A—2,209-2,209-100%$1.6M———
Tobias Financial Advisors, Inc.
N/A—2,205-2,205-100%$1.6M———
Wallace Capital Management Inc.
N/A—2,205-2,205-100%$1.6M———
IFC Advisors LLC
N/A—2,196-2,196-100%$1.6M———
Alerus Financial NA
N/A—2,195-2,195-100%$1.6M———
Westend Capital Management, LLC
N/A—2,189-2,189-100%$1.6M———
CacheTech Inc.
N/A—2,180-2,180-100%$1.6M———
Wealthspan Partners, LLC
N/A—2,180-2,180-100%$1.6M———
Windsor Advisory Group, LLC
N/A—2,180-2,180-100%$1.6M———
BCS Private Wealth Management, Inc.
N/A—2,170-2,170-100%$1.6M———
Bannerstone Capital Management, LLC
N/A—2,167-2,167-100%$1.6M———
Harris Associates L P
N/A—2,148-2,148-100%$1.6M———
Robinhood Asset Management, LLC
N/A—2,135-2,135-100%$1.6M———
Alpha Financial Partners LLC
N/A—2,123-2,123-100%$1.6M———
Front Row Advisors LLC
N/A—2,121-2,121-100%$1.6M———
Larch Capital Partners LLC
N/A—2,115-2,115-100%$1.6M———
Highland Investment Advisors LLC
N/A—2,111-2,111-100%$1.6M———
Mustico Financial Group, Inc.
N/A—2,108-2,108-100%$1.6M———
CNB Bank
N/A—2,107-2,107-100%$1.6M———
Arcadia Wealth Management, Inc.
N/A—2,092-2,092-100%$1.6M———
Freedom Investment Management, Inc.
N/A—2,079-2,079-100%$1.6M———
Intellus Advisors LLC
N/A—2,079-2,079-100%$1.6M———
Kirtland Hills Capital Management, LLC
N/A—2,076-2,076-100%$1.6M———
Manhattan West Asset Management, LLC
N/A—2,072-2,072-100%$1.5M———
Forum Finance Group S.A.
N/A—2,052-2,052-100%$1.2K———
Cape ANN Savings Bank
N/A—2,034-2,034-100%$1.5M———
Palouse Capital Management, Inc.
N/A—2,030-2,030-100%$1.5M———
Fortune Financial Advisors, LLC
N/A—2,030-2,030-100%$1.5M———
Two Sigma Securities, LLC
N/A—2,008-2,008-100%$1.5M———
Hutchinson Capital Management
N/A—2,007-2,007-100%$1.5M———
Doheny Asset Management
N/A—2,000-2,000-100%$1.5M———
Prana Capital Management, LP
N/A—1,997-1,997-100%$1.5M———
North Dallas Bank & Trust Co
N/A—1,990-1,990-100%$1.5M———
Millstone Evans Group, LLC
N/A—1,975-1,975-100%$1.5M———
Lakeridge Wealth Management LLC
N/A—1,963-1,963-100%$1.5M———
ParaFi Capital LP
N/A—1,961-1,961-100%$1.5M———
Brooks, Moore & Associates, Inc.
N/A—1,955-1,955-100%$1.5M———
Elevation Advisory Partners LLC
N/A—1,947-1,947-100%$1.4M———
Astoria Portfolio Advisors Llc.
N/A—1,940-1,940-100%$1.4M———
Centric Wealth Management
N/A—1,930-1,930-100%$1.4M———
Sompo Asset Management Co., Ltd.
N/A—1,920-1,920-100%$1.4M———
Oak Wealth Advisors LLC
N/A—1,907-1,907-100%$1.4M———
FCA Corp
N/A—1,896-1,896-100%$1.4M———
Empire Financial Management Company, LLC
N/A—1,889-1,889-100%$1.4M———
Zuckerman Investment Group, LLC
N/A—1,888-1,888-100%$1.4M———
a16z Perennial Management, L.P.
N/A—1,880-1,880-100%$1.4M———
Godshalk Welsh Capital Management, Inc.
N/A—1,875-1,875-100%$1.4M———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,867-1,867-100%$1.4M———
Monetary Management Group Inc
N/A—1,860-1,860-100%$1.4M———
Palogic Value Management, L.P.
N/A—1,855-1,855-100%$1.4M———
Concentrum Wealth Management
N/A—1,847-1,847-100%$1.4M———
Vernal Point Advisors, LLC
N/A—1,844-1,844-100%$1.4M———
EagleClaw Capital Managment, LLC
N/A—1,837-1,837-100%$1.4M———
Highbridge Capital Management LLC
N/A—1,834-1,834-100%$1.4M———
Francis Financial, Inc.
N/A—1,829-1,829-100%$1.4M———
Dover Advisors, LLC
N/A—1,825-1,825-100%$1.2M———
WealthTrust Axiom LLC
N/A—1,820-1,820-100%$1.4M———
Silver Oak Advisory Group, Inc.
N/A—1,818-1,818-100%$1.4M———
Truvestments Capital LLC
N/A—1,806-1,806-100%$1.3M———
Theory Financial LLC
N/A—1,806-1,806-100%$1.3M———
Z3 Capital Partners, LLC
N/A—1,800-1,800-100%$1.3M———
United Bank
N/A—1,787-1,787-100%$1.3M———
Fiduciary Group, LLC
N/A—1,781-1,781-100%$1.3M———
Vista Investment Management
N/A—1,777-1,777-100%$1.3M———
Passive Capital Management, Llc.
N/A—1,773-1,773-100%$1.2M———
Alpha Financial Advisors, LLC
N/A—1,771-1,771-100%$1.3M———
Unison Asset Management LLC
N/A—1,768-1,768-100%$1.3M———
Wescott Financial Advisory Group, LLC
N/A—1,728-1,728-100%$1.3M———
Sargent Investment Group, LLC
N/A—1,727-1,727-100%$1.3M———
HTG Investment Advisors, Inc.
N/A—1,724-1,724-100%$1.3M———
GFI Investment Counsel Ltd.
N/A—1,723-1,723-100%$1.3M———
Prelude Capital Management, LLC
N/A—1,720-1,720-100%$1.3M———
Beck Mack & Oliver LLC
N/A—1,714-1,714-100%$1.3M———
Cetera Trust Company, N.a
N/A—1,711-1,711-100%$1.3M———
Amara Financial, Llc.
N/A—1,703-1,703-100%$1.3M———
Poinciana Advisors Group, LLC
N/A—1,697-1,697-100%$1.3M———
Capital Asset Managemnet, LLC
N/A—1,685-1,685-100%$1.3M———
Strategies Wealth Advisors, LLC
N/A—1,677-1,677-100%$1.3M———
Compass Financial Services Inc
N/A—1,675-1,675-100%$1.3M———
Carr Financial Group Corp
N/A—1,645-1,645-100%$1.2M———
VSM Wealth Advisory, LLC
N/A—1,644-1,644-100%$1.2M———
Meeder Advisory Services, Inc.
N/A—1,641-1,641-100%$1.2M———
Mason & Associates Inc
N/A—1,636-1,636-100%$1.2M———
Financial Alternatives, Inc
N/A—1,630-1,630-100%$1.2M———
Navalign, LLC
N/A—1,619-1,619-100%$1.2M———
RFP Financial Group LLC
N/A—1,618-1,618-100%$1.2M———
Sonoma Private Wealth LLC
N/A—1,614-1,614-100%$1.2M———
McDonough Capital Management, Inc
N/A—1,612-1,612-100%$1.2M———
Providence Capital Advisors, LLC
N/A—1,587-1,587-100%$1.2M———
Bellevue Asset Management, LLC
N/A—1,554-1,554-100%$1.2M———
Zinnia Wealth Advisory, LLC
N/A—1,547-1,547-100%$1.2M———
J. Goldman & Co LP
N/A—1,547-1,547-100%$1.2M———
Ridge Creek Global, Inc
N/A—1,543-1,543-100%$1.2M———
Strategic Financial Services, Inc.
N/A—1,541-1,541-100%$1.2M———
Cornerstone Financial Management LLC
N/A—1,541-1,541-100%$1.2M———
CIM, LLC
N/A—1,518-1,518-100%$1.1M———
BCI Securities, Inc.
N/A—1,515-1,515-100%$1.1M———
Graney & King, LLC
N/A—1,511-1,511-100%$1.1M———
Ballast Advisors LLC
N/A—1,508-1,508-100%$1.1M———
Trivant Custom Portfolio Group, LLC
N/A—1,508-1,508-100%$1.1M———
Fourth Dimension Wealth, LLC
N/A—1,506-1,506-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—1,503-1,503-100%$1.1M———
Waterford Advisors, LLC
N/A—1,501-1,501-100%$1.1M———
Strathmore Capital Advisors, Inc.
N/A—1,500-1,500-100%$1.1M———
Collaborative Wealth Managment Inc.
N/A—1,500-1,500-100%$1.1M———
Prospect Financial Services LLC
N/A—1,486-1,486-100%$1.1M———
Prostatis Group LLC
N/A—1,486-1,486-100%$1.1M———
KEB Asset Management, LLC
N/A—1,482-1,482-100%$1.1M———
Strategic Financial Concepts, LLC
N/A—1,472-1,472-100%$1.1M———
Cura Wealth Advisors, LLC
N/A—1,472-1,472-100%$1.1M———
Barnes Pettey Financial Advisors, LLC
N/A—1,469-1,469-100%$1.1M———
Hobbs Group Advisors, LLC
N/A—1,468-1,468-100%$1.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,465-1,465-100%$1.1M———
Prepared Retirement Institute LLC
N/A—1,462-1,462-100%$1.1M———
Bull Harbor Capital LLC
N/A—1,462-1,462-100%$1.1M———
AFT, Forsyth & Company, Inc.
N/A—1,458-1,458-100%$1.1M———
Muirfield Wealth Advisors LLC
N/A—1,439-1,439-100%$1.1M———
Wilson & Boucher Capital Management, LLC
N/A—1,436-1,436-100%$1.1M———
WealthCollab, LLC
N/A—1,435-1,435-100%$1.1M———
South Plains Financial, Inc.
N/A—1,434-1,434-100%$1.1M———
Stonebridge Capital Advisors LLC
N/A—1,430-1,430-100%$1.1M———
Wellington-Altus USA Inc.
N/A—1,424-1,424-100%$926.1K———
Rasp Wealth Solutions, LLC
N/A—1,423-1,423-100%$1.1M———
Planning Center, Inc.
N/A—1,420-1,420-100%$1.1M———
Hayek Kallen Investment Management
N/A—1,418-1,418-100%$1.1M———
American Money Management, LLC
N/A—1,407-1,407-100%$1.1M———
Painted Porch Advisors LLC
N/A—1,406-1,406-100%$1.1M———
Sage Financial Management Group, Inc.
N/A—1,404-1,404-100%$1.0M———
Seneca House Advisors
N/A—1,400-1,400-100%$1.0M———
Copos Capital B.V.
N/A—1,400-1,400-100%$1.0M———
Strive Financial Group,LLC
N/A—1,400-1,400-100%$1.0M———
S Harris Financial Group, LLC
N/A—1,385-1,385-100%$1.0M———
Legend Capital Advisors LLC
N/A—1,380-1,380-100%$1.0M———
Miller Capital Partners, Inc.
N/A—1,380-1,380-100%$1.0M———
Ruedi Wealth Management, Inc.
N/A—1,374-1,374-100%$1.0M———
Great OAK Capital Partners, LLC
N/A—1,372-1,372-100%$1.0M———
Cadia Private Client LLC
N/A—1,366-1,366-100%$1.0M———
Landing Point Financial Group, LLC
N/A—1,366-1,366-100%$1.0M———
Valley Financial Group, Inc.
N/A—1,364-1,364-100%$1.0M———
Front Street Capital Management, Inc.
N/A—1,360-1,360-100%$1.0M———
Birchcreek Wealth Management, LLC
N/A—1,356-1,356-100%$1.0M———
Hall Capital Management Co Inc
N/A—1,348-1,348-100%$1.0M———
Rock Creek Group LLC
N/A—1,345-1,345-100%$996.5K———
Abbot Financial Management, Inc.
N/A—1,345-1,345-100%$1.0M———
Rothschild Capital Partners, LLC
N/A—1,344-1,344-100%$1.0M———
Northwest Quadrant Wealth Management, LLC
N/A—1,338-1,338-100%$998.9K———
Retirement Planning Group, LLC / NY
N/A—1,334-1,334-100%$998.4K———
Emissary Wealth LLC
N/A—1,329-1,329-100%$992.7K———
Richard W. Paul & Associates, LLC
N/A—1,326-1,326-100%$990.2K———
Shufro Rose & Co LLC
N/A—1,316-1,316-100%$982.9K———
Tiaa Wealth Investment Management LLC
N/A—1,310-1,310-100%$970.7K———
Lafayette Investments, Inc.
N/A—1,302-1,302-100%$972.3K———
Rogco, LP
N/A—1,301-1,301-100%$971.5K———
Goldstream Capital Management Ltd
N/A—1,298-1,298-100%$969.3K———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—1,296-1,296-100%$969.7K———
Requisite Capital Management, LLC
N/A—1,286-1,286-100%$962.5K———
Weiss Asset Management LP
N/A—1,283-1,283-100%$958.1K———
Stonebridge Capital Management Inc
N/A—1,281-1,281-100%$956.9K———
McKinney Capital Management, LLC
N/A—1,273-1,273-100%$950.6K———
C M Bidwell & Associates LTD
N/A—1,268-1,268-100%$946.9K———
LEE Johnson Capital Management, LLC
N/A—1,262-1,262-100%$942.4K———
Holistic Financial Partners
N/A—1,255-1,255-100%$937.0K———
Bernicke Wealth Management, Ltd.
N/A—1,254-1,254-100%$936.5K———
HHM Wealth Advisors, LLC
N/A—1,253-1,253-100%$935.6K———
Wealthgarden F.S. LLC
N/A—1,245-1,245-100%$930.1K———
Bcgm Wealth Management, LLC
N/A—1,242-1,242-100%$927.5K———
M. Kulyk & Associates, LLC
N/A—1,237-1,237-100%$924.0K———
Hilltop Partners LLC
N/A—1,235-1,235-100%$922.2K———
American Trust Investment Advisors, LLC
N/A—1,234-1,234-100%$921.5K———
Parkwoods Wealth Partners, LLC
N/A—1,232-1,232-100%$920.2K———
Alteri Wealth LLC
N/A—1,224-1,224-100%$914.2K———
Battery Global Advisors, LLC
N/A—1,218-1,218-100%$911.9K———
Peak6 LLC
N/A—1,216-1,216-100%$908.1K———
GKV Capital Management Co., Inc.
N/A—1,215-1,215-100%$907.3K———
Fidelis Wealth Advisors LLC
N/A—1,213-1,213-100%$905.7K———
Mark Sheptoff Financial Planning, LLC
N/A—1,212-1,212-100%$905.0K———
Comprehensive Money Management Services LLC
N/A—1,212-1,212-100%$905.1K———
MJP Associates Inc
N/A—1,212-1,212-100%$905.3K———
London Co of Virginia
N/A—1,210-1,210-100%$904.5K———
Peak Retirement Planning, Inc.
N/A—1,209-1,209-100%$902.9K———
Granite Harbor Advisors, Inc.
N/A—1,207-1,207-100%$901.4K———
Seaside Wealth Management, Inc.
N/A—1,204-1,204-100%$898.9K———
Horizon Bancorp Inc
N/A—1,204-1,204-100%$899.0K———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—1,200-1,200-100%$243.1K———
Oxford Wealth Group, LLC
N/A—1,197-1,197-100%$894.2K———
17 Capital Partners, LLC
N/A—1,191-1,191-100%$889.4K———
Goepper Burkhardt LLC
N/A—1,179-1,179-100%$880.4K———
TRU Independence Asset Management 2, LLC
N/A—1,177-1,177-100%$881.2K———
Paradigm Capital Management, LLC
N/A—1,176-1,176-100%$878.0K———
Chico Wealth RIA
N/A—1,176-1,176-100%$878.0K———
Dixon Mitchell Investment Counsel Inc.
N/A—1,174-1,174-100%$878.9K———
Rench Wealth Management, Inc.
N/A—1,172-1,172-100%$875.2K———
Indie Asset Partners, LLC
N/A—1,171-1,171-100%$874.6K———
Cheviot Value Management, LLC
N/A—1,158-1,158-100%$864.4K———
CVA Family Office, LLC
N/A—1,154-1,154-100%$862.1K———
Horizon Kinetics Asset Management LLC
N/A—1,141-1,141-100%$852.1K———
Kinetic Wealth Investment Advisors LLC
N/A—1,141-1,141-100%$852.0K———
Ariadne Wealth Management, LP
N/A—1,134-1,134-100%$847.0K———
Pointe Capital Management LLC
N/A—1,133-1,133-100%$846.1K———
L2 Asset Management, LLC
N/A—1,132-1,132-100%$845.0K———
Azimuth Capital Investment Management LLC
N/A—1,131-1,131-100%$844.6K———
Wealth Management Associates, Inc.
N/A—1,129-1,129-100%$843.3K———
Trajan Wealth LLC
N/A—1,128-1,128-100%$842.7K———
Capital Counsel LLC
N/A—1,127-1,127-100%$841.6K———
Slagle Financial, LLC
N/A—1,125-1,125-100%$840.2K———
Quest Investment Management LLC
N/A—1,119-1,119-100%$835.7K———
Elite Life Management LLC
N/A—1,116-1,116-100%$858.9K———
Paradiem, LLC
N/A—1,109-1,109-100%$828.3K———
Palisade Capital Management, LP
N/A—1,105-1,105-100%$825.2K———
Fairlight Advisors
N/A—1,102-1,102-100%$822.9K———
Broyhill Asset Management, LLC
N/A—1,100-1,100-100%$821.4K———
Aspire Growth Partners LLC
N/A—1,092-1,092-100%$815.2K———
SAM Advisors, LLC
N/A—1,091-1,091-100%$814.7K———
Financial Sense Advisors, Inc.
N/A—1,088-1,088-100%$812.6K———
Rowlandmiller & Partners.adv
N/A—1,087-1,087-100%$811.8K———
Talon Private Wealth, LLC
N/A—1,086-1,086-100%$810.7K———
Sandro Wealth Management LLC
N/A—1,084-1,084-100%$809.7K———
HighMark Wealth Management LLC
N/A—1,081-1,081-100%$807.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,079-1,079-100%$805.9K———
Sharp Wealth Advisory, LLC
N/A—1,078-1,078-100%$805.0K———
Smart Money Group LLC
N/A—1,075-1,075-100%$802.6K———
Kidder Stephen W
N/A—1,075-1,075-100%$802.8K———
Philadelphia Investment Partners, LLC
N/A—1,067-1,067-100%$797.5K———
Harborfront Financial Group LLC
N/A—1,065-1,065-100%$795.1K———
Nova Wealth Management, Inc.
N/A—1,063-1,063-100%$793.8K———
Patient Capital Management, LLC
N/A—1,060-1,060-100%$791.6K———
Cbiz Investment Advisory Services, LLC
N/A—1,056-1,056-100%$687.2K———
Clark Estates Inc
N/A—1,054-1,054-100%$787.1K———
Stokes Family Office, LLC
N/A—1,050-1,050-100%$784.1K———
Park Square Financial Group, LLC
N/A—1,043-1,043-100%$778.9K———
NCM Capital Management, LLC
N/A—1,043-1,043-100%$778.9K———
XY Capital Ltd
N/A—1,024-1,024-100%$764.7K———
Sky-Mountain Capital Management, Inc.
N/A—1,024-1,024-100%$764.7K———
Signet Private Wealth LLC
N/A—1,017-1,017-100%$759.5K———
Windward Capital Management Co
N/A—1,009-1,009-100%$753.5K———
Athena Investment Management
N/A—1,005-1,005-100%$750.3K———
Arrington Capital Management, LLC
N/A—1,000-1,000-100%$746.8K———
Rhumbline Advisers
N/A—998-998-100%$745.3K———
RPS Advisory Solutions LLC
N/A—995-995-100%$743.0K———
Dopkins Wealth Management, LLC
N/A—994-994-100%$742.3K———
Stillwater Private Wealth, LLC
N/A—991-991-100%$765———
Riverview Capital Advisers, LLC
N/A—991-991-100%$740.3K———
Sprott Inc.
N/A—988-988-100%$738.1K———
Sequent Planning LLC
N/A—984-984-100%$734.4K———
Scholtz & Company, LLC
N/A—983-983-100%$734.1K———
Keystone Financial Services
N/A—961-961-100%$717.4K———
Maxele Advisors, LLC
N/A—961-961-100%$717.9K———
Jacobson & Schmitt Advisors, LLC
N/A—958-958-100%$715.4K———
Revere Asset Management, Inc
N/A—952-952-100%$710.9K———
SageGuard Financial Group, LLC
N/A—948-948-100%$708.1K———
Integrated Investment Consultants, LLC
N/A—934-934-100%$697.5K———
Compass Financial Group, Inc.
N/A—930-930-100%$694.5K———
Gentry Private Wealth, LLC
N/A—929-929-100%$693.9K———
Everest Financial Group LLC
N/A—928-928-100%$693.3K———
Picton Mahoney Asset Management
N/A—920-920-100%$687.0K———
Cauble & Harre Wealth Management, Inc.
N/A—920-920-100%$688.8K———
Ruggaard & Associates LLC
N/A—912-912-100%$681.1K———
America First Investment Advisors, LLC
N/A—908-908-100%$678.2K———
Delta Accumulation, LLC
N/A—902-902-100%$673.6K———
Aimz Investment Advisors, LLC
N/A—901-901-100%$672.8K———
Aster Capital Management (Difc) Ltd
N/A—893-893-100%$666.9K———
TRB Wealth Management, LLC
N/A—888-888-100%$663.3K———
Marietta Investment Partners LLC
N/A—881-881-100%$658.0K———
Atlantic Family Wealth, LLC
N/A—880-880-100%$657.8K———
Intentional Wealth Strategies, LLC
N/A—878-878-100%$655.7K———
Yukon Wealth Management, Inc.
N/A—867-867-100%$647.8K———
Strategic Investment Solutions, Inc.
N/A—862-862-100%$643.8K———
Emory University
N/A—861-861-100%$643.0K———
Northeast Planning Associates, Inc. / NH /
N/A—859-859-100%$641.5K———
Beck Capital Management, LLC
N/A—852-852-100%$636.2K———
Advocacy Wealth Management, LLC
N/A—852-852-100%$636.2K———
Jupiter Topco LLC
N/A—845-845-100%$631.4K———
Beacon Investment Advisors LLC
N/A—838-838-100%$626.3K———
Ames National Corp
N/A—828-828-100%$618.3K———
Valtrion Capital Management, LLC
N/A—824-824-100%$615.3K———
Torque Asset Management LLC
N/A—824-824-100%$615.3K———
MWA Asset Management
N/A—822-822-100%$613.8K———
Hamilton Capital Partners, LLC
N/A—818-818-100%$610.9K———
Strategic Financial Partners, Ltd.
N/A—818-818-100%$610.9K———
Investment Counsel Co of Nevada
N/A—801-801-100%$598.4K———
Symmetry Peak Management LLC
N/A—800-800-100%$597.4K———
Sassicaia Capital Advisers LLC
N/A—800-800-100%$597.4K———
McNamara Financial Services, Inc.
N/A—798-798-100%$595.9K———
Harbor Advisory Corp
N/A—794-794-100%$592.9K———
Boulder Wealth Advisors, LLC
N/A—787-787-100%$587.5K———
American Investment Services, Inc.
N/A—785-785-100%$586.2K———
HC Advisors, LLC
N/A—780-780-100%$582.7K———
Darwin Wealth Management, LLC
N/A—778-778-100%$581.1K———
PCM Encore, LLC
N/A—775-775-100%$578.7K———
Mountain Capital Investment Advisors Inc.
N/A—774-774-100%$577.8K———
Mittelman Wealth Management
N/A—764-764-100%$571.2K———
UP Strategic Wealth Investment Advisors LLC
N/A—761-761-100%$585.7K———
Marble Harbor Investment Counsel, LLC
N/A—758-758-100%$565.8K———
Legacy Wealth Managment, LLC
N/A—755-755-100%$563.6K———
First National Advisers, LLC
N/A—753-753-100%$562.3K———
Elite Financial, Inc.
N/A—751-751-100%$562.0K———
Inspire Advisors, LLC
N/A—748-748-100%$558.7K———
Premier Financial Group
N/A—746-746-100%$557.1K———
PSI Advisors, LLC
N/A—744-744-100%$555.6K———
Regimen Wealth, LLC
N/A—727-727-100%$542.9K———
Vance Wealth, LLC
N/A—721-721-100%$539.7K———
FLC Capital Advisors
N/A—711-711-100%$531.0K———
Proactive Wealth Strategies LLC
N/A—709-709-100%$529.8K———
Triton Financial Group Inc
N/A—698-698-100%$521.2K———
5T Wealth, LLC
N/A—695-695-100%$519.0K———
Lester Murray Antman dba SimplyRich
N/A—694-694-100%$518.0K———
Cary Street Partners Investment Advisory LLC
N/A—689-689-100%$515.1K———
Brio Consultants, LLC
N/A—689-689-100%$514.5K———
Mission Hills Financial Advisory, LLC
N/A—688-688-100%$513.8K———
Guardian Capital, LLC
N/A—686-686-100%$512.5K———
Resolute Wealth Advisor, Inc.
N/A—683-683-100%$444.4K———
Access Financial Services, Inc.
N/A—682-682-100%$509.4K———
Uniting Wealth Partners, LLC
N/A—673-673-100%$503.9K———
Synergy Investment Management, LLC
N/A—671-671-100%$501.0K———
Balanced Rock Investment Advisors LLC
N/A—671-671-100%$501.0K———
Forum Private Client Group LLC
N/A—669-669-100%$499.6K———
Alexander Labrunerie & Co., Inc.
N/A—668-668-100%$498.8K———
TPG Financial Advisors, LLC
N/A—668-668-100%$498.8K———
Eaton-Cambridge Inc.
N/A—668-668-100%$498.8K———
Fairfield, Bush & Co.
N/A—668-668-100%$498.9K———
Covington Investment Advisors Inc.
N/A—666-666-100%$497.0K———
AG Asset Advisory, LLC
N/A—666-666-100%$497.3K———
Littlejohn Financial Services, Inc.
N/A—663-663-100%$495.1K———
Kensington Investment Counsel, LLC
N/A—657-657-100%$490.4K———
49 Wealth Management, LLC
N/A—653-653-100%$487.4K———
Alongside, LLC
N/A—653-653-100%$487.4K———
Balanced Wealth Group LLC
N/A—648-648-100%$484.0K———
Anderson Financial Strategies, LLC
N/A—648-648-100%$498.2K———
Troutman Wealth Management, LLC
N/A—646-646-100%$482.1K———
Templeton & Phillips Capital Management, LLC
N/A—645-645-100%$481.7K———
CCM Investment Advisers LLC
N/A—644-644-100%$480.9K———
Merrithew & Thorsten Inc
N/A—642-642-100%$479.0K———
Nomura Asset Management Co LTD
N/A—637-637-100%$475.7K———
Cyber Hornet ETFs LLC
N/A—630-630-100%$470.5K———
Planning Directions Inc
N/A—627-627-100%$467.9K———
Meridian Wealth Partners, LLC
N/A—626-626-100%$467.8K———
RPg Family Wealth Advisory, LLC
N/A—625-625-100%$467.0K———
Elgethun Capital Management
N/A—624-624-100%$466.2K———
Vigil Wealth Management, LLC
N/A—624-624-100%$466.0K———
Capital Advisor Network LLC
N/A—622-622-100%$464.5K———
Interactive Financial Advisors, Inc.
N/A—610-610-100%$435.4K———
Centrica Wealth Management, LLC
N/A—605-605-100%$311.1K———
BlueStem Wealth Partners, LLC
N/A—605-605-100%$451.7K———
Legacy PCG, LLC
N/A—605-605-100%$467.6K———
Emerald Investment Advisers, LLC
N/A—602-602-100%$449.6K———
Aberdeen Wealth Management LLC
N/A—600-600-100%$448.1K———
Shepherd Kaplan Krochuk, LLC
N/A—599-599-100%$447.3K———
Kerr Financial Planning Corp
N/A—595-595-100%$444.1K———
Pine Harbor Wealth Management, LLC
N/A—593-593-100%$443.0K———
Schiavi & Co LLC
N/A—593-593-100%$442.8K———
Daner Wealth Management, LLC
N/A—592-592-100%$460.7K———
Jacobs Levy Equity Management, Inc
N/A—592-592-100%$442.1K———
Advisory Research Inc
N/A—591-591-100%$441.3K———
Vectors Research Management, LLC
N/A—588-588-100%$439.1K———
Leo H. Evart, Inc.
N/A—588-588-100%$438.8K———
Thayer Partners, LLC / MA
N/A—584-584-100%$436.1K———
Cassady Wealth & Retirement Planning, LLC
N/A—583-583-100%$435.4K———
Presidio Capital Management, LLC
N/A—581-581-100%$433.5K———
Rather & Kittrell, Inc.
N/A—581-581-100%$433.9K———
Astoria Strategic Wealth, Inc.
N/A—578-578-100%$431.6K———
Vantage Point Financial LLC
N/A—578-578-100%$431.4K———
RK Capital Management, LLC
N/A—577-577-100%$430.9K———
Kilter Group LLC
N/A—576-576-100%$430.1K———
Somerville Kurt F
N/A—572-572-100%$427.2K———
Oakmont Advisory Group, LLC
N/A—572-572-100%$427.1K———
IAG Wealth Partners, LLC
N/A—570-570-100%$425.4K———
Knightsbridge Asset Management, LLC
N/A—569-569-100%$425.0K———
Wealth Management Strategies, Inc.
N/A—569-569-100%$424.8K———
Dock Street Asset Management Inc
N/A—562-562-100%$419.7K———
Dash Acquisitions Inc.
N/A—562-562-100%$434.1K———
One Wealth Advisors, LLC
N/A—561-561-100%$418.7K———
Field & Main Bank
N/A—554-554-100%$413.7K———
Viawealth, LLC
N/A—550-550-100%$411.1K———
AF Advisors, Inc.
N/A—550-550-100%$410.7K———
Paul R. Ried Financial Group, LLC
N/A—547-547-100%$408.5K———
Seascape Capital Management
N/A—545-545-100%$407.0K———
Hilltop Wealth Advisors, LLC
N/A—543-543-100%$405.5K———
Mainstay Capital Management LLC
N/A—541-541-100%$404.0K———
Stillwater Capital Advisors, LLC
N/A—541-541-100%$403.8K———
Argent Advisors, Inc.
N/A—533-533-100%$398.0K———
Vickerman Investment Advisors, Inc.
N/A—532-532-100%$397.3K———
Forefront Wealth Partners, LLC
N/A—530-530-100%$395.9K———
Security National Bank of Sioux City Iowa
N/A—530-530-100%$395.8K———
Longview Financial Advisors LLC
N/A—527-527-100%$393.5K———
Morton Community Bank
N/A—525-525-100%$392.1K———
Spectrum Investment Advisors, Inc.
N/A—520-520-100%$388.4K———
ODonnell Financial Services, LLC
N/A—517-517-100%$386.1K———
IFS Group,LLC
N/A—515-515-100%$384.3K———
Veridan Wealth LLC
N/A—515-515-100%$384.8K———
Petix & Botte Co
N/A—514-514-100%$383.8K———
Financial Strategies Group, Inc.
N/A—513-513-100%$383.9K———
Precision Wealth Strategies, LLC
N/A—512-512-100%$382.4K———
FLP Wealth Management, LLC
N/A—508-508-100%$379.4K———
JHP Wealth Management, LLC
N/A—506-506-100%$377.7K———
Lionhunter Capital Management, LLC
N/A—500-500-100%$373.4K———
Delaney Dennis R
N/A—500-500-100%$373.4K———
Skaana Management L.P.
N/A—500-500-100%$373.4K———
Bramshill Investments, LLC
N/A—495-495-100%$369.7K———
WMS Group LLC
N/A—494-494-100%$368.9K———
Eight 31 Financial, LLC
N/A—490-490-100%$365.9K———
Dougherty & Associates, LLC
N/A—480-480-100%$358.5K———
Blackhill Capital Inc
N/A—478-478-100%$357.0K———
Summit Wealth Group, LLC
N/A—478-478-100%$356.8K———
Reliant Investment Partners, LLC
N/A—476-476-100%$355.5K———
Provident Co of the Employees of the Hebrew University LTD
N/A—474-474-100%$354.6K———
Cogent Private Wealth, Inc.
N/A—473-473-100%$353.2K———
Peloton Wealth Strategists
N/A—470-470-100%$351.0K———
Joule Financial, LLC
N/A—470-470-100%$351.5K———
Thomasville National Bank
N/A—469-469-100%$350.2K———
Clear Investment Research, LLC
N/A—465-465-100%$347.2K———
Portfolio Strategies, Inc.
N/A—463-463-100%$345.7K———
J.E. Simmons & Co., P.C.
N/A—463-463-100%$345.8K———
JAG Capital Management, LLC
N/A—456-456-100%$340.3K———
Envision Financial Transparency, LLC
N/A—453-453-100%$247.2K———
Mendel Capital Management LLC
N/A—448-448-100%$334.4K———
Beckerman Institutional, LLC
N/A—448-448-100%$334.6K———
Cutler Capital Management, LLC
N/A—448-448-100%$334.3K———
Entelevest, LLC
N/A—447-447-100%$333.5K———
Piedmont Capital Management, LLC
N/A—446-446-100%$333.1K———
Investor's Fiduciary Advisor Network, LLC
N/A—442-442-100%$330.0K———
Jackson Thornton Wealth Management, LLC
N/A—441-441-100%$329.3K———
CarsonAllaria Wealth Management, Ltd.
N/A—441-441-100%$329.6K———
Petra Financial Advisors Inc
N/A—440-440-100%$328.6K———
Adapt Wealth Advisors, LLC
N/A—440-440-100%$328.7K———
Notis-McConarty Edward
N/A—439-439-100%$327.8K———
WHI Trust Co LLC
N/A—435-435-100%$324.8K———
Allied Private Wealth LLC
N/A—435-435-100%$325.0K———
Schulhoff & Co Inc
N/A—435-435-100%$324.8K———
Titan Wealth (CI) Ltd
N/A—435-435-100%$324.7K———
Phillips Wealth Planners LLC
N/A—433-433-100%$323.8K———
Ross\johnson & Associates LLC
N/A—432-432-100%$322.6K———
Elk River Wealth Management LLC
N/A—430-430-100%$322.1K———
Premier Private Wealth Management LLC
N/A—429-429-100%$320.4K———
Talisman Wealth Advisors LLC
N/A—428-428-100%$319.4K———
MTM Financial Group, LLC
N/A—427-427-100%$319.0K———
Valued Retirements, Inc.
N/A—423-423-100%$316.0K———
Biondo Investment Advisors, LLC
N/A—423-423-100%$315.9K———
Adaptive Financial Consulting, LLC
N/A—421-421-100%$314.5K———
PMG Wealth Management, Inc.
N/A—420-420-100%$313.6K———
Barnett & Company, Inc.
N/A—420-420-100%$313.6K———
Coston, McIsaac & Partners
N/A—419-419-100%$312.0K———
Trust Co of Kansas
N/A—418-418-100%$312.0K———
Bellars Harris Wealth Management, LLC
N/A—417-417-100%$311.4K———
Harbour Investment Management LLC
N/A—416-416-100%$311.6K———
Van Diest Capital, LLC
N/A—413-413-100%$308.6K———
Godfrey Financial Associates, Inc.
N/A—410-410-100%$306.2K———
Pacific Point Advisors, LLC
N/A—409-409-100%$305.4K———
DF Dent & Co Inc
N/A—406-406-100%$303.2K———
Everstar Asset Management, LLC
N/A—400-400-100%$298.7K———
TD Capital Management LLC
N/A—394-394-100%$293.9K———
Thomas J. Herzfeld Advisors, Inc.
N/A—390-390-100%$291.2K———
Dravo BAY LLC
N/A—389-389-100%$290.5K———
Walsh & Associates, LLC
N/A—383-383-100%$286.0K———
Beck Bode, LLC
N/A—382-382-100%$285.0K———
Keystone Financial Services, LLC
N/A—378-378-100%$282.1K———
Synergy Financial Group, LTD
N/A—378-378-100%$282.0K———
Meadowbrook Advisors Group, LLC
N/A—376-376-100%$280.8K———
Benchmark Investment Advisors LLC
N/A—376-376-100%$280.8K———
Keener Financial Planning LLC
N/A—374-374-100%$279.0K———
Stonebridge Financial Group, LLC / MO
N/A—371-371-100%$277.3K———
SBI Okasan Asset Management Co.Ltd.
N/A—370-370-100%$274.2K———
Northstar Financial Companies, Inc.
N/A—365-365-100%$272.3K———
Severin Investments, LLC
N/A—364-364-100%$271.7K———
Evergreen Wealth Partners LLC
N/A—360-360-100%$268.9K———
January Capital Advisors LLC
N/A—359-359-100%$268.7K———
Consultiva Wealth Management, Corp.
N/A—355-355-100%$265.1K———
Hyperion Capital Advisors LP
N/A—352-352-100%$262.9K———
Seven Springs Wealth Group, LLC
N/A—350-350-100%$261.4K———
Northstar Asset Management Inc
N/A—347-347-100%$259.1K———
Transamerica Financial Advisors, LLC
N/A—345-345-100%$258.5K———
Phocas Financial Corp.
N/A—345-345-100%$257.6K———
Pring Turner Capital Group Inc
N/A—344-344-100%$264.4K———
Wayfinding Financial, LLC
N/A—341-341-100%$255.0K———
Pandowealth. LLC
N/A—341-341-100%$254.9K———
U S Wealth Group, Llc.
N/A—340-340-100%$253.9K———
HFG Advisors, Inc.
N/A—340-340-100%$253.9K———
Satovsky Asset Management LLC
N/A—338-338-100%$252.7K———
Ogorek Anthony Joseph
N/A—336-336-100%$251.0K———
First National Bank & Trust Co of Newtown
N/A—335-335-100%$250.3K———
WealthTrak Capital Management LLC
N/A—335-335-100%$250.2K———
Clifford Group, LLC
N/A—333-333-100%$248.7K———
Pacific SUN Financial Corp
N/A—331-331-100%$247.8K———
Beto Financial Group, LLC
N/A—329-329-100%$244.1K———
Claris Advisors, LLC / MO /
N/A—328-328-100%$244.9K———
FMB Wealth Management
N/A—326-326-100%$243.4K———
Panoramic Investment Advisors, LLC
N/A—322-322-100%$240.5K———
OneAscent Wealth Management LLC
N/A—320-320-100%$239.0K———
Bridge Generations Wealth Management LLC
N/A—319-319-100%$238.1K———
Oakwell Private Wealth Management, LLC
N/A—318-318-100%$237.8K———
Broadview Financial Management, LLC
N/A—318-318-100%$237.3K———
Blalock Williams, LLC
N/A—317-317-100%$236.7K———
Cornerstone Select Advisors, LLC
N/A—316-316-100%$236.3K———
Owen LaRue, LLC
N/A—315-315-100%$235.1K———
Teachers Insurance & Annuity Association of America
N/A—315-315-100%$235.2K———
Morgan Dempsey Capital Management LLC
N/A—314-314-100%$235.2K———
KilterHowling LLC
N/A—311-311-100%$232.4K———
Sagewood Asset Management LP
N/A—310-310-100%$231.5K———
Drake & Associates, LLC
N/A—309-309-100%$230.8K———
Cadence Wealth Management LLC
N/A—307-307-100%$229.4K———
New World Advisors LLC
N/A—307-307-100%$229.3K———
Financial Freedom, LLC
N/A—307-307-100%$229.0K———
Applied Capital LLC
N/A—306-306-100%$228.6K———
Aspen Wealth Strategies, LLC
N/A—301-301-100%$224.8K———
SPG Advisors LLC
N/A—301-301-100%$224.9K———
HFR Wealth Management, LLC
N/A—300-300-100%$224.0K———
Demming Financial Services Corp
N/A—300-300-100%$224.0K———
Broadhurst Jeffrey B
N/A—300-300-100%$224.0K———
Conquis Financial LLC
N/A—297-297-100%$221.8K———
Greenland Capital Management LP
N/A—297-297-100%$221.8K———
Chelsea Counsel Co
N/A—295-295-100%$220.9K———
Compass Advisory Group LLC
N/A—290-290-100%$216.8K———
one8zero8, LLC
N/A—289-289-100%$215.8K———
Henson-Edgewater Management, LLC
N/A—288-288-100%$222.9K———
DiPaolo Financial Group, Inc.
N/A—287-287-100%$214.3K———
Tradewinds, Llc.
N/A—286-286-100%$898.5K———
Croban
N/A—283-283-100%$211.3K———
Chancellor Financial Group WB LP
N/A—283-283-100%$211.4K———
Signal Tree Financial Partners LLC
N/A—281-281-100%$209.8K———
Glassy Mountain Advisors, Inc.
N/A—280-280-100%$209.1K———
Tsai Capital Corp
N/A—274-274-100%$204.6K———
Blackhawk Capital Partners, LLC
N/A—274-274-100%$204.6K———
Caldwell Sutter Capital, Inc.
N/A—272-272-100%$203.1K———
Tower Wealth Partners, Inc.
N/A—269-269-100%$200.7K———
Sun Financial Inc
N/A—269-269-100%$208.2K———
Tiemann Investment Advisors, LLC
N/A—268-268-100%$200.6K———
Seneschal Advisors, LLC
N/A—256-256-100%$191.0K———
Copia Wealth Management
N/A—255-255-100%$190.4K———
Security National Bank of SO DAK
N/A—255-255-100%$190.4K———
Logan Capital Management Inc
N/A—254-254-100%$189.4K———
BNP Paribas
N/A—235-235-100%$173.6K———
Prestige Wealth Management Group LLC
N/A—233-233-100%$174.4K———
Abound Financial, LLC
N/A—225-225-100%$168.0K———
FWL Investment Management, LLC
N/A—222-222-100%$165.8K———
Luminist Capital LLC
N/A—221-221-100%$165.2K———
Standard Family Office LLC
N/A—210-210-100%$156.8K———
Basepoint Wealth LLC
N/A—206-206-100%$153.6K———
MRP Capital Investments, LLC
N/A—204-204-100%$152.3K———
Strategic Advisory Partners, LLC
N/A—203-203-100%$151.6K———
Clearstead Trust, LLC
N/A—200-200-100%$149.4K———
Cambridge Financial Group, Inc.
N/A—195-195-100%$145.6K———
Tripletail Wealth Management, LLC
N/A—192-192-100%$143.0K———
Addison Advisors LLC
N/A—182-182-100%$135.6K———
Evolution Advisers, Inc.
N/A—179-179-100%$133.0K———
Orion Capital Management LLC
N/A—163-163-100%$121.7K———
Prosperity Bancshares Inc
N/A—160-160-100%$119.5K———
NCP Inc.
N/A—150-150-100%$112.0K———
Game Plan Financial Advisors, LLC
N/A—150-150-100%$112.0K———
Marshall Wace, LLP
N/A—148-148-100%$110.5K———
Quantum Portfolio Management LLC
N/A—129-129-100%$96.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—124-124-100%$93.2K———
Quarry LP
N/A—123-123-100%$91.9K———
Pinney & Scofield, Inc.
N/A—117-117-100%$87.4K———
Minot DeBlois Advisors LLC
N/A—116-116-100%$86.6K———
Reyl & Cie S.A.
N/A—115-115-100%$75.0K———
Capco Asset Management, LLC
N/A—113-113-100%$84.4K———
Bravera Wealth
N/A—106-106-100%$79.2K———
Nalls Sherbakoff Group, LLC
N/A—105-105-100%$78.4K———
Paloma Partners Management Co
N/A—101-101-100%$75.4K———
Burnham & Co LLC
N/A—83-83-100%$62.0K———
Riverview Trust Co
N/A—80-80-100%$59.7K———
Delos Wealth Advisors, LLC
N/A—80-80-100%$59.7K———
Dogwood Wealth Management LLC
N/A—63-63-100%$47.0K———
Anchor Bay Capital, Inc.
N/A—55-55-100%$42.5K———
Kelly Lawrence W & Associates Inc
N/A—52-52-100%$38.8K———
Ramirez Asset Management, Inc.
N/A—50-50-100%$37.3K———
Benson Wealth Management Inc
N/A—48-48-100%$35.8K———
Regatta Research & Money Management
N/A—38-38-100%$28.4K———
PeakShares LLC
N/A—38-38-100%$28.4K———
Wiser Advisor Group LLC
N/A—36-36-100%$26.6K———
Sankala Group LLC
N/A—33-33-100%$25.5K———
Cypress Capital Management LLC (WY)
N/A—25-25-100%$18.7K———
McMillan Office, Inc.
N/A—25-25-100%$18.7K———
Imprint Wealth LLC
N/A—23-23-100%$17.2K———
Camelot Portfolios, LLC
N/A—21-21-100%$15.3K———
Gould Capital, LLC
N/A—20-20-100%$14.9K———
Swan Capital LLC
N/A—20-20-100%$15.2K———
Penserra Capital Management LLC
N/A—18-18-100%$13———
Ravenstone Capital Management Inc.
N/A—8-8-100%$6.0K———
Hillsdale Investment Management Inc.
N/A—5-5-100%$3.7K———
Financial Avengers, Inc.
N/A—5-5-100%$3.7K———
USA Financial Formulas
N/A—1-1-100%$747———
Persistent Asset Partners Ltd
N/A—1-1-100%$747———
ARK Investment Management LLC
N/A—00—$344———
Perissos Private Wealth Management, LLC
N/A—00—$200.0K———
RedJay Asset Management Inc.
N/A—00—$0———
Boreal Capital Management LLC
N/A—00—$2.7M———
Showing 4773 of 4773 institutions