IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Spdr Gold Shares (GLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,487,598 from 4,474,651
Change+12,947 (+0%)
Value$1.7B (+$60.7M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares3,185,466 from 2,128,786
Change+1,056,680 (+50%)
Value$1.2B (+$429.0M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares1,075,543 from 1,539,367
Change-463,824 (-30%)
Value$409.6M (-$157.5M)
Filed 2026-11-06
Ppsc Investment Service Corp
INCREASED
Shares789,050 from 772,372
Change+16,678 (+2%)
Value$300.5M (+$16.0M)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares786,689 from 810,023
Change-23,334 (-3%)
Value$299.6M (+$1.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares770,041 from 820,221
Change-50,180 (-6%)
Value$293.3M (-$8.9M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares766,296 from 711,369
Change+54,927 (+8%)
Value$291.8M (+$29.8M)
Filed 2026-11-06
Allen Investment Management, LLC
INCREASED
Shares580,922 from 531,354
Change+49,568 (+9%)
Value$221.2M (+$25.5M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares523,107 from 532,405
Change-9,298 (-2%)
Value$199.2M (+$3.1M)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares503,282 from 477,376
Change+25,906 (+5%)
Value$191.7M (+$15.8M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares496,963 from 572,010
Change-75,047 (-13%)
Value$189.3K (-$210.5M)
Filed 2026-11-02
WealthNavi Inc.
DECREASED
Shares459,075 from 464,989
Change-5,914 (-1%)
Value$174.8K (-$171.1M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares400,142 from 366,268
Change+33,874 (+9%)
Value$152.4M (+$17.5M)
Filed 2026-11-02
Arnhold LLC
DECREASED
Shares380,408 from 392,908
Change-12,500 (-3%)
Value$144.9M (+$135.1K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares351,435 from 336,179
Change+15,256 (+5%)
Value$134.6M (+$10.0M)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares298,158 from 295,275
Change+2,883 (+1%)
Value$113.5M (+$4.8M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares278,526 from 98,136
Change+180,390 (+184%)
Value$106.1M (+$69.9M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares270,812 from 286,290
Change-15,478 (-5%)
Value$103.1M (-$2.3M)
Filed 2026-11-05
Rockland Trust Co
DECREASED
Shares267,504 from 269,394
Change-1,890 (-1%)
Value$101.9M (+$2.6M)
Filed 2026-10-05
Jefferies Financial Group Inc.
INCREASED
Shares265,000 from 23,107
Change+241,893 (+1047%)
Value$100.9M (+$92.4M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares244,253 from 316,251
Change-71,998 (-23%)
Value$93.0M (-$23.5M)
Filed 2026-10-15
Creative Planning
INCREASED
Shares230,558 from 220,588
Change+9,970 (+5%)
Value$87.8M (+$6.5M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares213,301 from 217,600
Change-4,299 (-2%)
Value$81.2M (+$1.1M)
Filed 2026-11-05
First National Trust Co
INCREASED
Shares211,584 from 192,322
Change+19,262 (+10%)
Value$80.6M (+$9.7M)
Filed 2026-10-28
Belvedere Trading LLC
INCREASED
Shares208,624 from 54,830
Change+153,794 (+280%)
Value$79.5M (+$59.3M)
Filed 2026-11-05
Globalt Investments LLC / GA
INCREASED
Shares205,690 from 146,532
Change+59,158 (+40%)
Value$78.3M (+$24.4M)
Filed 2026-10-27
Briaud Financial Planning Inc
INCREASED
Shares205,648 from 199,910
Change+5,738 (+3%)
Value$78.3M (+$4.7M)
Filed 2026-10-20
Imc-Chicago, LLC
NEW
Shares201,806
Change+201,806
Value$76.9M
Filed 2026-11-05
Temasek Holdings (Private) Ltd
INCREASED
Shares199,414 from 68,500
Change+130,914 (+191%)
Value$75.9M (+$50.7M)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares198,727 from 195,884
Change+2,843 (+1%)
Value$75.7M (+$3.5M)
Filed 2026-11-05
Payden & Rygel
INCREASED
Shares183,650 from 131,000
Change+52,650 (+40%)
Value$69.9K (-$48.2M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares183,155 from 170,759
Change+12,396 (+7%)
Value$67.8M (+$4.9M)
Filed 2026-10-13
BCM Advisors, LLC
DECREASED
Shares175,586 from 189,286
Change-13,700 (-7%)
Value$62.5M (-$7.9M)
Filed 2026-11-03
Factory Mutual Insurance Co
UNCHANGED
Shares168,500 from 168,500
Change0 (0%)
Value$64.2M (+$2.1M)
Filed 2026-10-30
Oakworth Capital, Inc.
INCREASED
Shares157,469 from 155,287
Change+2,182 (+1%)
Value$60.0M (+$2.6M)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares152,964 from 149,771
Change+3,193 (+2%)
Value$58.3M (+$3.1M)
Filed 2026-10-14
Northside Capital Management, LLC
INCREASED
Shares144,828 from 143,038
Change+1,790 (+1%)
Value$55.2M (+$2.5M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares143,584 from 138,305
Change+5,279 (+4%)
Value$54.7M (+$3.7M)
Filed 2026-10-16
Pictet North America Advisors SA
DECREASED
Shares142,928 from 156,679
Change-13,751 (-9%)
Value$54.2M (-$3.3M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares141,596 from 138,521
Change+3,075 (+2%)
Value$53.9M (+$2.9M)
Filed 2026-10-22
Staley Capital Advisers Inc
DECREASED
Shares141,590 from 142,865
Change-1,275 (-1%)
Value$53.9M (+$1.3M)
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares137,652 from 145,838
Change-8,186 (-6%)
Value$52.4M (-$1.3M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares130,192 from 121,654
Change+8,538 (+7%)
Value$49.6K (-$44.8M)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares129,431 from 76,477
Change+52,954 (+69%)
Value$49.3M (+$21.1M)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares118,250 from 104,378
Change+13,872 (+13%)
Value$43.6M (+$5.1M)
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED
Shares116,191 from 115,207
Change+984 (+1%)
Value$9.7M (+$404.6K)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares114,470 from 115,485
Change-1,015 (-1%)
Value$43.6M (+$1.1M)
Filed 2026-11-04
Richard C. Young & Co., Ltd.
DECREASED
Shares113,504 from 117,182
Change-3,678 (-3%)
Value$43.2M (+$59.4K)
Filed 2026-11-04
Sapient Capital LLC
DECREASED
Shares113,043 from 113,086
Change-43 (0%)
Value$43.1M (+$1.4M)
Filed 2026-10-08
Townsend & Associates, Inc
INCREASED
Shares109,120 from 107,371
Change+1,749 (+2%)
Value$41.7M (+$2.2M)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares108,992 from 92,514
Change+16,478 (+18%)
Value$41.5M (+$5.7M)
Filed 2026-11-06
Corecam Pte. Ltd.
INCREASED
Shares108,455 from 98,690
Change+9,765 (+10%)
Value$41.3M (+$4.9M)
Filed 2026-10-23
Tanglewood Wealth Management, Inc.
DECREASED
Shares107,657 from 109,503
Change-1,846 (-2%)
Value$41.0M (+$661.4K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares103,738 from 105,618
Change-1,880 (-2%)
Value$39.5M (+$600.0K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares103,685 from 92,391
Change+11,294 (+12%)
Value$39.5M (+$5.5M)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
DECREASED
Shares103,501 from 107,498
Change-3,997 (-4%)
Value$39.2M (-$4.0K)
Filed 2026-11-04
Intrua Financial, LLC
INCREASED
Shares101,407 from 100,661
Change+746 (+1%)
Value$38.6M (+$1.5M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares100,388 from 100,584
Change-196 (0%)
Value$38.2M (+$1.2M)
Filed 2026-11-06
Chesley Taft & Associates LLC
INCREASED
Shares99,356 from 93,673
Change+5,683 (+6%)
Value$37.8M (+$3.3M)
Filed 2026-10-13
Vista Finance, LLC
DECREASED
Shares98,917 from 101,202
Change-2,285 (-2%)
Value$37.7M (+$391.0K)
Filed 2026-10-23
Portfolio Design Labs, LLC
DECREASED
Shares96,130 from 96,184
Change-54 (0%)
Value$36.6M (+$1.2M)
Filed 2026-11-04
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares96,044 from 96,044
Change0 (0%)
Value$36.6M (+$1.2M)
Filed 2026-11-06
J.Safra Asset Management Corp
INCREASED
Shares92,729 from 82,965
Change+9,764 (+12%)
Value$35.3M (+$4.8M)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares91,758 from 90,911
Change+847 (+1%)
Value$34.9M (+$1.5M)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares90,159 from 98,406
Change-8,247 (-8%)
Value$32.1M (-$4.2M)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares89,846 from 92,399
Change-2,553 (-3%)
Value$34.2M (+$178.9K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares88,449 from 86,674
Change+1,775 (+2%)
Value$33.7M (+$1.8M)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares87,257 from 107,198
Change-19,941 (-19%)
Value$33.2M (-$6.3M)
Filed 2026-10-13
Baldwin Wealth Partners LLC
INCREASED
Shares85,935 from 84,652
Change+1,283 (+2%)
Value$32.7M (+$1.5M)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares85,179 from 90,238
Change-5,059 (-6%)
Value$32.4M (-$802.3K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares85,163 from 57,937
Change+27,226 (+47%)
Value$32.4M (+$11.1M)
Filed 2026-11-03
AlphaCore Capital LLC
DECREASED
Shares84,149 from 96,026
Change-11,877 (-12%)
Value$32.0M (-$3.3M)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares83,390 from 73,460
Change+9,930 (+14%)
Value$31.8M (+$4.7M)
Filed 2026-10-13
Valen Private Capital, LLC
NEW
Shares79,781
Change+79,781
Value$30.4M
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares79,404 from 78,986
Change+418 (+1%)
Value$30.2M (+$1.1M)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares77,725 from 80,658
Change-2,933 (-4%)
Value$29.6M (-$112.2K)
Filed 2026-10-08
Bayshore Capital Advisors, LLC
INCREASED
Shares76,371 from 75,138
Change+1,233 (+2%)
Value$29.1M (+$1.4M)
Filed 2026-11-02
Sicart Associates LLC
DECREASED
Shares75,450 from 80,898
Change-5,448 (-7%)
Value$28.8M (-$978.6K)
Filed 2026-10-29
Lee Financial Co
DECREASED
Shares73,918 from 74,438
Change-520 (-1%)
Value$28.2M (+$729.5K)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares72,934 from 79,173
Change-6,239 (-8%)
Value$27.8M (-$1.4M)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares72,546 from 78,702
Change-6,156 (-8%)
Value$27.6M (-$1.4M)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
DECREASED
Shares71,304 from 71,878
Change-574 (-1%)
Value$27.2M (+$677.0K)
Filed 2026-11-03
Northcape Wealth Management, LLC
INCREASED
Shares70,309 from 68,528
Change+1,781 (+3%)
Value$26.8M (+$1.5M)
Filed 2026-11-04
Argos Wealth Advisors, LLC
INCREASED
Shares70,171 from 67,482
Change+2,689 (+4%)
Value$26.7M (+$1.9M)
Filed 2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares69,358 from 67,886
Change+1,472 (+2%)
Value$26.4M (+$1.4M)
Filed 2026-11-02
GoalVest Advisory LLC
INCREASED
Shares68,093 from 363
Change+67,730 (+18658%)
Value$206.0K (+$72.3K)
Filed 2026-10-02
First Horizon Corp
INCREASED
Shares68,062 from 67,461
Change+601 (+1%)
Value$25.9M (+$1.1M)
Filed 2026-10-26
Horizon Wealth Management, LLC
INCREASED
Shares67,877 from 65,929
Change+1,948 (+3%)
Value$25.9M (+$1.6M)
Filed 2026-11-02
Avalon Capital Management
INCREASED
Shares67,096 from 63,245
Change+3,851 (+6%)
Value$25.6M (+$2.3M)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares65,648
Change+65,648
Value$25.0M
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares63,833 from 58,947
Change+4,886 (+8%)
Value$24.3M (+$2.6M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares62,861 from 64,636
Change-1,775 (-3%)
Value$23.9M (+$129.4K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares62,625 from 46,116
Change+16,509 (+36%)
Value$23.9M (+$6.9M)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares61,863 from 65,291
Change-3,428 (-5%)
Value$23.6M (-$492.0K)
Filed 2026-10-22
MinichMacGregor Wealth Management, LLC
DECREASED
Shares61,468 from 89,631
Change-28,163 (-31%)
Value$23.4M (-$9.6M)
Filed 2026-10-14
Riggs Asset Managment Co. Inc.
INCREASED
Shares61,133 from 57,829
Change+3,304 (+6%)
Value$23.3M (+$2.0M)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares60,931 from 56,967
Change+3,964 (+7%)
Value$23.2M (+$2.2M)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares60,403 from 58,822
Change+1,581 (+3%)
Value$22.7M (+$1.0M)
Filed 2026-10-15
Corecam AG
INCREASED
Shares59,333 from 52,623
Change+6,710 (+13%)
Value$22.6M (+$3.2M)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares58,183 from 60,242
Change-2,059 (-3%)
Value$22.2M (-$33.3K)
Filed 2026-10-08
Vontobel Holding Ltd.
INCREASED
Shares57,224 from 56,353
Change+871 (+2%)
Value$21.8M (+$1.0M)
Filed 2026-10-16
Fifth Third Securities, Inc.
DECREASED
Shares56,257 from 63,117
Change-6,860 (-11%)
Value$21.4M (-$1.8M)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares55,366 from 52,455
Change+2,911 (+6%)
Value$21.1M (+$1.8M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares55,201 from 54,577
Change+624 (+1%)
Value$21.0M (+$917.7K)
Filed 2026-11-05
Bright Financial Advisors, Inc.
DECREASED
Shares53,586 from 53,595
Change-9 (0%)
Value$20.4M (+$664.4K)
Filed 2026-10-23
Client First Capital LLC
INCREASED
Shares53,385 from 39,566
Change+13,819 (+35%)
Value$20.3M (+$5.8M)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares53,276 from 51,460
Change+1,816 (+4%)
Value$20.3M (+$1.3M)
Filed 2026-10-28
RS Crum Inc.
INCREASED
Shares53,194 from 52,122
Change+1,072 (+2%)
Value$20.3M (+$1.1M)
Filed 2026-10-19
Strategic Wealth Investment Group, LLC
DECREASED
Shares52,940 from 53,252
Change-312 (-1%)
Value$20.2M (+$544.7K)
Filed 2026-10-29
ARS Wealth Advisors Group, LLC
DECREASED
Shares52,268 from 52,465
Change-197 (0%)
Value$19.9M (+$578.7K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares52,111 from 53,781
Change-1,670 (-3%)
Value$19.8M (+$34.1K)
Filed 2026-11-03
Anchor Capital Advisors LLC
INCREASED
Shares51,708 from 42,601
Change+9,107 (+21%)
Value$19.7M (+$4.0M)
Filed 2026-11-05
Patten & Patten Inc
INCREASED
Shares51,194 from 47,793
Change+3,401 (+7%)
Value$19.5M (+$1.9M)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares50,518 from 52,636
Change-2,118 (-4%)
Value$19.2M (-$150.9K)
Filed 2026-10-13
Mirae Asset Securities (USA) Inc.
NEW
Shares50,099
Change+50,099
Value$19.1M
Filed 2026-10-15
Pettinga Financial Advisors LLC
DECREASED
Shares49,935 from 50,597
Change-662 (-1%)
Value$19.0M (+$378.5K)
Filed 2026-10-13
Ddfg, Inc
INCREASED
Shares49,605 from 48,753
Change+852 (+2%)
Value$18.9M (+$932.1K)
Filed 2026-10-15
Ball & Co Wealth Management Inc.
INCREASED
Shares48,876 from 42,775
Change+6,101 (+14%)
Value$18.6M (+$2.9M)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares48,852 from 60,480
Change-11,628 (-19%)
Value$18.6M (-$3.7M)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
DECREASED
Shares48,820 from 59,400
Change-10,580 (-18%)
Value$18.7M (-$3.2M)
Filed 2026-10-28
Ascent Wealth Partners, LLC
INCREASED
Shares47,763 from 45,775
Change+1,988 (+4%)
Value$18.2M (+$1.3M)
Filed 2026-10-23
Cassia Capital Partners, LLC
INCREASED
Shares47,542 from 45,753
Change+1,789 (+4%)
Value$18.1M (+$1.3M)
Filed 2026-11-04
ACT Wealth Management, LLC
INCREASED
Shares47,383 from 38,888
Change+8,495 (+22%)
Value$18.0M (+$3.7M)
Filed 2026-10-09
DSG Capital Advisors, LLC
INCREASED
Shares47,153 from 46,562
Change+591 (+1%)
Value$18.0M (+$629.7K)
Filed 2026-11-05
Ellsworth Advisors, LLC
INCREASED
Shares46,795 from 46,640
Change+155 (+0%)
Value$17.8M (+$455.0K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
INCREASED
Shares46,221 from 45,386
Change+835 (+2%)
Value$17.6M (+$883.6K)
Filed 2026-11-02
Your Advocates Ltd., LLP
INCREASED
Shares45,844 from 44,121
Change+1,723 (+4%)
Value$17.5M (+$1.2M)
Filed 2026-11-03
Perennial Advisors, LLC
DECREASED
Shares45,646 from 46,582
Change-936 (-2%)
Value$17.4M (+$223.9K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED
Shares45,508 from 45,508
Change0 (0%)
Value$17.3M (+$567.0K)
Filed 2026-11-04
Wallington Asset Management, LLC
DECREASED
Shares45,302 from 45,712
Change-410 (-1%)
Value$17.3M (+$413.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares45,221 from 43,348
Change+1,873 (+4%)
Value$17.2M (+$1.3M)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares44,694 from 103,753
Change-59,059 (-57%)
Value$17.0M (-$21.2M)
Filed 2026-10-20
Violich Capital Management, Inc.
DECREASED
Shares44,638 from 45,558
Change-920 (-2%)
Value$17.0M (+$217.3K)
Filed 2026-10-05
Westover Capital Advisors, LLC
DECREASED
Shares43,657 from 44,336
Change-679 (-2%)
Value$16.6M (+$293.9K)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares43,550 from 37,566
Change+5,984 (+16%)
Value$16.6M (+$2.7M)
Filed 2026-11-06
Lake Hills Wealth Management, LLC
DECREASED
Shares43,427 from 43,786
Change-359 (-1%)
Value$16.5M (+$408.9K)
Filed 2026-10-07
Larson Financial Group LLC
INCREASED
Shares43,153 from 42,229
Change+924 (+2%)
Value$16.4M (+$877.9K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares42,875 from 42,489
Change+386 (+1%)
Value$16.3M (+$676.4K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares41,757 from 40,544
Change+1,213 (+3%)
Value$15.9M (+$967.2K)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares41,231 from 40,858
Change+373 (+1%)
Value$15.7M (+$651.1K)
Filed 2026-11-05
Natixis
DECREASED
Shares40,838 from 61,953
Change-21,115 (-34%)
Value$15.6M (-$7.3M)
Filed 2026-11-06
Three Bridge Wealth Advisors, LLC
INCREASED
Shares40,698 from 38,771
Change+1,927 (+5%)
Value$15.5M (+$1.2M)
Filed 2026-11-05
Blue Fin Capital, Inc.
INCREASED
Shares40,688 from 40,273
Change+415 (+1%)
Value$15.5M (+$659.9K)
Filed 2026-10-28
Bfsg, LLC
DECREASED
Shares40,588 from 41,371
Change-783 (-2%)
Value$15.5M (+$217.3K)
Filed 2026-10-30
Climber Capital SA
INCREASED
Shares40,521 from 40,511
Change+10 (+0%)
Value$13.6M (-$243.5K)
Filed 2026-10-20
E&G Advisors, LLC
INCREASED
Shares40,227 from 40,099
Change+128 (+0%)
Value$15.3M (+$548.4K)
Filed 2026-10-13
PCG Asset Management, LLC
INCREASED
Shares40,090 from 564
Change+39,526 (+7008%)
Value$15.3M (+$15.1M)
Filed 2026-11-05
Brown University
UNCHANGED
Shares39,500 from 39,500
Change0 (0%)
Value$15.0M (+$492.2K)
Filed 2026-11-05
Acorn Creek Capital LLC
DECREASED
Shares38,921 from 40,373
Change-1,452 (-4%)
Value$14.8M (-$49.9K)
Filed 2026-11-05
Greenbush Financial Group, LLC
INCREASED
Shares38,897 from 38,619
Change+278 (+1%)
Value$14.8M (+$587.1K)
Filed 2026-10-15
Level Four Advisory Services, LLC
DECREASED
Shares38,894 from 39,261
Change-367 (-1%)
Value$14.8M (+$349.4K)
Filed 2026-11-06
Strategic Investment Management, LLC
DECREASED
Shares38,860 from 41,400
Change-2,540 (-6%)
Value$14.8M (-$451.5K)
Filed 2026-10-20
Fourpath Capital Management, LLC
DECREASED
Shares38,793 from 38,947
Change-154 (0%)
Value$14.8M (+$426.6K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares38,698 from 44,071
Change-5,373 (-12%)
Value$14.7M (-$1.5M)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares38,692 from 37,629
Change+1,063 (+3%)
Value$14.8M (+$710.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares38,692 from 37,629
Change+1,063 (+3%)
Value$14.8M (+$710.8K)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares37,898 from 37,415
Change+483 (+1%)
Value$14.4M (+$650.1K)
Filed 2026-11-05
Helios Capital Management Pte. LTD
INCREASED
Shares37,000 from 32,000
Change+5,000 (+16%)
Value$14.1M (+$2.3M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares36,943 from 36,794
Change+149 (+0%)
Value$14.1K (-$13.5M)
Filed 2026-10-26
Independence Financial Advisors, LLC
INCREASED
Shares36,897 from 35,312
Change+1,585 (+4%)
Value$14.1M (+$1.0M)
Filed 2026-10-08
Avior Wealth Management, LLC
DECREASED
Shares36,712 from 45,443
Change-8,731 (-19%)
Value$14.0M (-$2.8M)
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares36,505 from 40,841
Change-4,336 (-11%)
Value$13.9M (-$1.1M)
Filed 2026-10-06
Davenport & Co LLC
INCREASED
Shares36,420 from 34,221
Change+2,199 (+6%)
Value$13.9M (+$1.3M)
Filed 2026-10-14
OmniStar Financial Group, Inc.
INCREASED
Shares35,962 from 35,954
Change+8 (+0%)
Value$13.7M (+$451.1K)
Filed 2026-10-26
Lyell Wealth Management, LP
INCREASED
Shares35,786 from 34,889
Change+897 (+3%)
Value$13.6M (+$776.3K)
Filed 2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares35,573 from 34,255
Change+1,318 (+4%)
Value$13.6M (+$943.8K)
Filed 2026-10-29
James Hambro & Partners LLP
DECREASED
Shares35,563 from 35,566
Change-3 (0%)
Value$13.5M (+$442.4K)
Filed 2026-10-19
Levin Capital Strategies, L.P.
INCREASED
Shares35,435 from 34,135
Change+1,300 (+4%)
Value$13.5M (+$920.4K)
Filed 2026-11-02
Parsons Capital Management Inc
DECREASED
Shares35,391 from 35,968
Change-577 (-2%)
Value$13.5M (+$228.4K)
Filed 2026-10-28
Oliver Luxxe Assets LLC
INCREASED
Shares35,366 from 34,108
Change+1,258 (+4%)
Value$13.5M (+$904.1K)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
DECREASED
Shares34,949 from 67,082
Change-32,133 (-48%)
Value$13.3M (-$11.4M)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares34,918 from 33,718
Change+1,200 (+4%)
Value$13.3M (+$877.1K)
Filed 2026-11-05
Fortis Group Advisors, LLC
DECREASED
Shares34,368 from 36,802
Change-2,434 (-7%)
Value$12.2M (-$1.3M)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares34,011 from 22,810
Change+11,201 (+49%)
Value$13.0M (+$4.5M)
Filed 2026-10-13
Sugar Maple Asset Management, LLC
INCREASED
Shares33,905 from 33,865
Change+40 (+0%)
Value$12.9M (+$437.2K)
Filed 2026-10-13
FFG Partners, LLC
DECREASED
Shares33,853 from 44,931
Change-11,078 (-25%)
Value$12.9M (-$3.7M)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares33,672 from 14,323
Change+19,349 (+135%)
Value$12.8M (+$7.5M)
Filed 2026-11-03
Targeted Financial Services LLC
DECREASED
Shares33,414 from 35,937
Change-2,523 (-7%)
Value$12.7M (-$513.0K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares32,680 from 29,374
Change+3,306 (+11%)
Value$12.4M (+$1.6M)
Filed 2026-10-21
Citizens Financial Group Inc
DECREASED
Shares32,571 from 36,538
Change-3,967 (-11%)
Value$12.4M (-$1.1M)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares32,335 from 53,798
Change-21,463 (-40%)
Value$12.3M (-$7.5M)
Filed 2026-10-14
Tamar Securities, LLC
INCREASED
Shares32,256 from 30,125
Change+2,131 (+7%)
Value$12.3M (+$1.2M)
Filed 2026-11-03
Innovative Advisory Group, LLC
DECREASED
Shares31,817 from 32,430
Change-613 (-2%)
Value$12.1M (+$170.6K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares31,726 from 30,473
Change+1,253 (+4%)
Value$12.1M (+$856.9K)
Filed 2026-11-05
GenTrust, LLC
INCREASED
Shares31,569 from 30,605
Change+964 (+3%)
Value$12.0M (+$748.5K)
Filed 2026-11-06
Narus Financial Partners, LLC
DECREASED
Shares31,526 from 32,031
Change-505 (-2%)
Value$12.0M (+$206.8K)
Filed 2026-10-19
Consolidated Capital Management, LLC
INCREASED
Shares31,391 from 30,870
Change+521 (+2%)
Value$12.0M (+$583.1K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares31,020 from 32,019
Change-999 (-3%)
Value$11.8M (+$18.5K)
Filed 2026-10-30
HCR Wealth Advisors
INCREASED
Shares30,555 from 21,345
Change+9,210 (+43%)
Value$11.6M (+$3.8M)
Filed 2026-10-15
Canton Hathaway, LLC
INCREASED
Shares30,553 from 30,474
Change+79 (+0%)
Value$11.6M (+$409.8K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares30,267 from 26,171
Change+4,096 (+16%)
Value$11.5M (+$1.9M)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares30,243 from 29,870
Change+373 (+1%)
Value$11.5M (+$514.1K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares30,191 from 27,047
Change+3,144 (+12%)
Value$11.5M (+$1.5M)
Filed 2026-10-23
Gruss & Co., LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$11.4M (+$373.8K)
Filed 2026-11-02
swisspartners Advisors Ltd
UNCHANGED
Shares29,690 from 29,690
Change0 (0%)
Value$11.3M (+$373.2K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares29,572 from 29,860
Change-288 (-1%)
Value$11.3M (+$262.4K)
Filed 2026-10-14
Krane Financial Solutions LLC
DECREASED
Shares29,496 from 29,689
Change-193 (-1%)
Value$11.2M (+$296.6K)
Filed 2026-10-30
Sterling Investment Management, LLC
DECREASED
Shares29,372 from 32,128
Change-2,756 (-9%)
Value$11.2M (-$649.3K)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares29,018 from 28,848
Change+170 (+1%)
Value$11.1M (+$424.2K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares28,617 from 4,496
Change+24,121 (+537%)
Value$10.9M (+$9.2M)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares28,406 from 29,502
Change-1,096 (-4%)
Value$10.8M (-$49.7K)
Filed 2026-10-22
Moneco Advisors, LLC
DECREASED
Shares28,355 from 28,636
Change-281 (-1%)
Value$10.8M (+$249.8K)
Filed 2026-11-05
Genesis Private Wealth, LLC
DECREASED
Shares28,152 from 28,607
Change-455 (-2%)
Value$10.7M (+$183.2K)
Filed 2026-11-02
1834 Investment Advisors Co
DECREASED
Shares27,922 from 28,248
Change-326 (-1%)
Value$10.6M (+$227.8K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares27,735 from 36,416
Change-8,681 (-24%)
Value$10.6M (-$2.9M)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares27,646 from 18,393
Change+9,253 (+50%)
Value$10.5M (+$3.8M)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares27,437 from 26,080
Change+1,357 (+5%)
Value$10.1M (+$479.3K)
Filed 2026-11-02
Basso Capital Management, L.P.
INCREASED
Shares27,405 from 26,610
Change+795 (+3%)
Value$10.4M (+$634.3K)
Filed 2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares27,227 from 27,075
Change+152 (+1%)
Value$10.4M (+$395.2K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares26,887 from 27,207
Change-320 (-1%)
Value$10.2K (-$10.0M)
Filed 2026-10-22
Bank Pictet & Cie (Europe) AG
DECREASED
Shares26,873 from 47,814
Change-20,941 (-44%)
Value$10.2M (-$7.3M)
Filed 2026-10-20
Compass Wealth Management, LLC
DECREASED
Shares26,814 from 26,895
Change-81 (0%)
Value$10.2M (+$304.3K)
Filed 2026-10-30
North Star Investment Management Corp.
INCREASED
Shares26,813 from 26,713
Change+100 (+0%)
Value$10.2M (+$370.9K)
Filed 2026-10-27
Independent Wealth Advisors LLC
INCREASED
Shares26,782 from 26,394
Change+388 (+1%)
Value$10.2M (+$476.6K)
Filed 2026-10-27
Coastline Trust Co
INCREASED
Shares26,766 from 25,196
Change+1,570 (+6%)
Value$10.2M (+$911.9K)
Filed 2026-10-01
Collaborative Capital Advisors LLC
INCREASED
Shares26,035 from 25,019
Change+1,016 (+4%)
Value$9.9M (+$698.7K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
DECREASED
Shares25,915 from 27,896
Change-1,981 (-7%)
Value$9.9M (-$406.9K)
Filed 2026-10-13
Redwood Park Advisors LLC
INCREASED
Shares25,751 from 25,721
Change+30 (+0%)
Value$9.8M (+$331.9K)
Filed 2026-11-02
Banque Pictet & CIE SA
INCREASED
Shares25,367 from 19,271
Change+6,096 (+32%)
Value$9.6M (+$2.6M)
Filed 2026-10-16
Eddie Patel Inc
INCREASED
Shares25,203 from 13,004
Change+12,199 (+94%)
Value$9.6M (+$4.8M)
Filed 2026-11-02
IronBridge Private Wealth, LLC
INCREASED
Shares25,152 from 23,244
Change+1,908 (+8%)
Value$9.6M (+$1.0M)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares24,868 from 24,846
Change+22 (+0%)
Value$9.5M (+$318.2K)
Filed 2026-10-29
Skylands Capital, LLC
UNCHANGED
Shares24,590 from 24,590
Change0 (0%)
Value$9.4M (+$306.4K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares24,584 from 25,019
Change-435 (-2%)
Value$9.4M (+$146.3K)
Filed 2026-10-20
Schwartz Investment Counsel Inc
UNCHANGED
Shares24,344 from 24,344
Change0 (0%)
Value$9.3M (+$303.3K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares24,287 from 21,324
Change+2,963 (+14%)
Value$9.2K (-$7.8M)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
DECREASED
Shares24,015 from 24,784
Change-769 (-3%)
Value$9.2M (+$70.1K)
Filed 2026-10-22
Deane Retirement Strategies, Inc.
DECREASED
Shares23,782 from 24,163
Change-381 (-2%)
Value$9.1M (+$157.6K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares23,695 from 23,633
Change+62 (+0%)
Value$9.0M (+$317.7K)
Filed 2026-10-30
City Holding Co
INCREASED
Shares23,405 from 22,914
Change+491 (+2%)
Value$8.9M (+$472.3K)
Filed 2026-10-19
Oxler Private Wealth LLC
UNCHANGED
Shares23,356 from 23,356
Change0 (0%)
Value$8.9M (+$291.0K)
Filed 2026-10-21
Nvwm, LLC
INCREASED
Shares23,349 from 23,201
Change+148 (+1%)
Value$8.9M (+$345.4K)
Filed 2026-10-14
Corepath Wealth Partners LLC
DECREASED
Shares23,216 from 24,765
Change-1,549 (-6%)
Value$8.7M (-$546.8K)
Filed 2026-10-21
HUB Investment Partners, LLC
DECREASED
Shares23,208 from 28,427
Change-5,219 (-18%)
Value$8.8M (-$1.6M)
Filed 2026-11-03
Arch Global Advisors, LLC
DECREASED
Shares23,204 from 25,164
Change-1,960 (-8%)
Value$8.8M (-$432.9K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares23,090 from 22,974
Change+116 (+1%)
Value$8.8M (+$330.4K)
Filed 2026-11-05
Midwest Trust Co
INCREASED
Shares23,089 from 22,730
Change+359 (+2%)
Value$8.8M (+$419.9K)
Filed 2026-10-22
Tctc Holdings, LLC
INCREASED
Shares22,992 from 21,542
Change+1,450 (+7%)
Value$8.8M (+$820.6K)
Filed 2026-11-02
Ndwm LLC
INCREASED
Shares22,977 from 21,943
Change+1,034 (+5%)
Value$8.8M (+$667.2K)
Filed 2026-11-05
Princeton Global Asset Management LLC
DECREASED
Shares22,640 from 22,867
Change-227 (-1%)
Value$8.6M (+$198.5K)
Filed 2026-10-21
Beacon Capital Management, Inc.
UNCHANGED
Shares22,602 from 22,602
Change0 (0%)
Value$8.6M (+$281.6K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
DECREASED
Shares22,178 from 22,496
Change-318 (-1%)
Value$8.4M (+$296.6K)
Filed 2026-11-03
Curated Wealth Partners LLC
UNCHANGED
Shares22,145 from 22,145
Change0 (0%)
Value$8.4M (+$275.9K)
Filed 2026-10-15
Sarasin & Partners LLP
DECREASED
Shares22,010 from 38,588
Change-16,578 (-43%)
Value$8.4M (-$5.8M)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares22,006 from 21,997
Change+9 (+0%)
Value$8.4M (+$278.4K)
Filed 2026-10-28
Biltmore Wealth Management, LLC
INCREASED
Shares21,617 from 20,532
Change+1,085 (+5%)
Value$8.2M (+$669.0K)
Filed 2026-10-09
WealthBridge Capital Management, LLC
INCREASED
Shares21,528 from 21,374
Change+154 (+1%)
Value$8.2M (+$325.0K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares21,518 from 25,087
Change-3,569 (-14%)
Value$8.2M (-$1.0M)
Filed 2026-10-26
Koshinski Asset Management, Inc.
INCREASED
Shares21,417 from 21,090
Change+327 (+2%)
Value$8.2M (+$387.4K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares21,240 from 11,898
Change+9,342 (+79%)
Value$8.1M (+$3.7M)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares21,160 from 20,363
Change+797 (+4%)
Value$8.1M (+$557.3K)
Filed 2026-10-23
Howland Capital Management LLC
UNCHANGED
Shares21,003 from 21,003
Change0 (0%)
Value$8.0M (+$261.7K)
Filed 2026-10-22
waypoint wealth counsel
INCREASED
Shares20,763 from 20,710
Change+53 (+0%)
Value$7.9M (+$278.2K)
Filed 2026-10-22
TSP Capital Management Group, LLC
UNCHANGED
Shares20,414 from 20,414
Change0 (0%)
Value$7.8M (+$254.4K)
Filed 2026-10-15
M Holdings Securities, Inc.
INCREASED
Shares20,319 from 19,274
Change+1,045 (+5%)
Value$7.6K (+$280)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares20,259 from 30,254
Change-9,995 (-33%)
Value$7.7M (-$3.4M)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares20,248 from 19,636
Change+612 (+3%)
Value$7.7M (+$477.7K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
DECREASED
Shares20,237 from 20,635
Change-398 (-2%)
Value$7.7M (+$105.6K)
Filed 2026-10-28
Versant Capital Management, Inc
DECREASED
Shares20,193 from 20,255
Change-62 (0%)
Value$7.7M (+$228.8K)
Filed 2026-10-02
Peddock Capital Advisors, LLC
INCREASED
Shares20,174 from 16,871
Change+3,303 (+20%)
Value$7.7M (+$1.5M)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares20,134 from 19,573
Change+561 (+3%)
Value$7.6M (+$179.5K)
Filed 2026-10-08
Westside Investment Management, Inc.
INCREASED
Shares20,102 from 18,066
Change+2,036 (+11%)
Value$7.7M (+$1.0M)
Filed 2026-11-02
Quattro Financial Advisors LLC
INCREASED
Shares19,943 from 16,104
Change+3,839 (+24%)
Value$7.6M (+$1.7M)
Filed 2026-10-15
Bellecapital International Ltd.
DECREASED
Shares19,900 from 21,953
Change-2,053 (-9%)
Value$7.6M (-$508.3K)
Filed 2026-10-21
Sepio Capital, LP
INCREASED
Shares19,617 from 18,001
Change+1,616 (+9%)
Value$7.5M (+$839.7K)
Filed 2026-10-22
Shrier Wealth Management, LLC
DECREASED
Shares19,589 from 19,598
Change-9 (0%)
Value$7.5M (+$240.8K)
Filed 2026-10-20
Greg Jennings, LLC
NEW
Shares19,406
Change+19,406
Value$7.4M
Filed 2026-10-19
Hamel Associates, Inc.
INCREASED
Shares19,379 from 17,757
Change+1,622 (+9%)
Value$7.4M (+$839.0K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares19,337 from 20,370
Change-1,033 (-5%)
Value$7.4M (-$139.8K)
Filed 2026-10-20
5th Street Advisors, LLC
INCREASED
Shares19,280 from 18,994
Change+286 (+2%)
Value$7.3M (+$345.6K)
Filed 2026-11-04
Evexia Wealth LLC
INCREASED
Shares19,187 from 16,816
Change+2,371 (+14%)
Value$7.1M (+$806.7K)
Filed 2026-11-05
Amundi
INCREASED
Shares19,169 from 12,293
Change+6,876 (+56%)
Value$7.3M (+$2.8M)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares19,141 from 16,594
Change+2,547 (+15%)
Value$7.3M (+$1.2M)
Filed 2026-10-16
TigerOak Management, L.L.C.
DECREASED
Shares18,606 from 18,780
Change-174 (-1%)
Value$7.1M (+$167.7K)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares18,541 from 18,541
Change0 (0%)
Value$6.8M ($0)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares18,413 from 19,639
Change-1,226 (-6%)
Value$7.0M (-$222.2K)
Filed 2026-11-04
Retirement Planning Group, LLC
DECREASED
Shares18,318 from 19,614
Change-1,296 (-7%)
Value$7.0M (-$249.2K)
Filed 2026-10-19
Overbrook Management Corp
INCREASED
Shares18,218 from 8,424
Change+9,794 (+116%)
Value$6.9M (+$3.8M)
Filed 2026-10-08
McGuire Investment Group, LLC
INCREASED
Shares18,191 from 17,955
Change+236 (+1%)
Value$6.9M (+$313.6K)
Filed 2026-10-23
Capricorn Fund Managers Ltd
NEW
Shares18,100
Change+18,100
Value$6.9M
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares17,932 from 18,219
Change-287 (-2%)
Value$6.8M (+$117.7K)
Filed 2026-11-05
Kaydan Wealth Management, Inc.
NEW
Shares17,756
Change+17,756
Value$6.8M
Filed 2026-10-08
AGH Wealth Advisors, LLC
INCREASED
Shares17,665 from 17,202
Change+463 (+3%)
Value$6.7M (+$390.7K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares17,601 from 12,382
Change+5,219 (+42%)
Value$6.8M (+$2.1M)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares17,576 from 15,631
Change+1,945 (+12%)
Value$6.7M (+$935.5K)
Filed 2026-10-16
Refined Wealth Management
INCREASED
Shares17,573 from 17,178
Change+395 (+2%)
Value$6.7M (+$364.5K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares17,507 from 17,549
Change-42 (0%)
Value$6.7M (+$202.7K)
Filed 2026-11-04
Weatherly Asset Management L. P.
INCREASED
Shares17,313 from 17,258
Change+55 (+0%)
Value$6.6M (+$236.0K)
Filed 2026-10-20
Kessler Investment Group, LLC
DECREASED
Shares17,293 from 18,220
Change-927 (-5%)
Value$6.6M (-$126.0K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
INCREASED
Shares17,280 from 16,194
Change+1,086 (+7%)
Value$6.6M (+$615.4K)
Filed 2026-10-21
Marin Bay Wealth Advisors, LLC
INCREASED
Shares17,260 from 16,634
Change+626 (+4%)
Value$6.6M (+$445.7K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares17,062 from 16,479
Change+583 (+4%)
Value$6.5M (+$427.3K)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares16,950 from 17,332
Change-382 (-2%)
Value$6.5M (+$70.5K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares16,888 from 15,910
Change+978 (+6%)
Value$6.4M (+$570.7K)
Filed 2026-10-28
Segment Wealth Management, LLC
DECREASED
Shares16,810 from 16,811
Change-1 (0%)
Value$6.4M (+$209.1K)
Filed 2026-10-26
GLR Partners, LLC
INCREASED
Shares16,704 from 15,975
Change+729 (+5%)
Value$6.4M (+$476.7K)
Filed 2026-11-04
Investment Management Corp
DECREASED
Shares16,685 from 17,084
Change-399 (-2%)
Value$6.4M (+$60.9K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares16,660 from 18,193
Change-1,533 (-8%)
Value$6.3M (-$357.1K)
Filed 2026-10-30
O'Domhnaill Enterprises, Inc.
INCREASED
Shares16,611 from 16,043
Change+568 (+4%)
Value$6.3M (+$416.2K)
Filed 2026-10-29
Journey Advisory Group, LLC
INCREASED
Shares16,594 from 16,494
Change+100 (+1%)
Value$6.3M (+$243.6K)
Filed 2026-11-04
Lynx Investment Advisory
DECREASED
Shares16,535 from 16,959
Change-424 (-2%)
Value$6.3M (+$49.8K)
Filed 2026-10-27
McBroom & Associates, LLC
DECREASED
Shares16,480 from 18,373
Change-1,893 (-10%)
Value$6.3M (-$492.0K)
Filed 2026-10-29
Alpha Advisors, LLC
INCREASED
Shares16,407 from 15,667
Change+740 (+5%)
Value$6.2M (+$477.0K)
Filed 2026-10-19
Apollon Financial, LLC
INCREASED
Shares16,367 from 15,988
Change+379 (+2%)
Value$6.2M (+$343.6K)
Filed 2026-10-23
GoalFusion Wealth Management, LLC
DECREASED
Shares16,124 from 16,169
Change-45 (0%)
Value$6.1M (+$184.3K)
Filed 2026-10-06
King Luther Capital Management Corp
INCREASED
Shares16,103 from 15,967
Change+136 (+1%)
Value$6.1M (+$250.7K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares16,074 from 15,401
Change+673 (+4%)
Value$6.1M (+$448.2K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
DECREASED
Shares16,065 from 16,270
Change-205 (-1%)
Value$6.1M (+$124.7K)
Filed 2026-10-08
BlueChip Wealth Advisors LLC
INCREASED
Shares16,014 from 14,393
Change+1,621 (+11%)
Value$6.1M (+$796.7K)
Filed 2026-11-03
Grand Central Investment Group
DECREASED
Shares15,987 from 15,994
Change-7 (0%)
Value$6.1M (+$196.6K)
Filed 2026-11-02
Baron Financial Group, LLC
DECREASED
Shares15,824 from 15,992
Change-168 (-1%)
Value$6.0M (+$135.3K)
Filed 2026-10-09
Money Concepts Capital Corp
INCREASED
Shares15,707 from 11,912
Change+3,795 (+32%)
Value$6.0M (+$1.6M)
Filed 2026-11-06
ROI Financial Advisors, LLC
DECREASED
Shares15,671 from 16,533
Change-862 (-5%)
Value$6.0M (-$122.3K)
Filed 2026-10-19
Encompass More Asset Management
DECREASED
Shares15,581 from 18,254
Change-2,673 (-15%)
Value$5.9M (-$790.5K)
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares15,565 from 16,347
Change-782 (-5%)
Value$5.9M (-$94.1K)
Filed 2026-10-29
Advus Financial Partners, LLC
INCREASED
Shares15,413 from 14,230
Change+1,183 (+8%)
Value$5.9M (+$627.8K)
Filed 2026-10-20
Kassira Wealth Management LLC
DECREASED
Shares15,360 from 15,492
Change-132 (-1%)
Value$5.8M (+$142.8K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED
Shares15,352 from 14,472
Change+880 (+6%)
Value$5.8M (+$515.5K)
Filed 2026-10-23
Mackay Shields LLC
UNCHANGED
Shares15,336 from 15,336
Change0 (0%)
Value$5.8M (+$191.1K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares15,330 from 15,165
Change+165 (+1%)
Value$5.8M (+$251.8K)
Filed 2026-10-01
Traynor Capital Management, Inc.
INCREASED
Shares15,321 from 12,621
Change+2,700 (+21%)
Value$5.8M (+$1.2M)
Filed 2026-10-29
Cabot Wealth Management Inc
DECREASED
Shares15,313 from 15,728
Change-415 (-3%)
Value$5.8M (+$37.9K)
Filed 2026-11-05
Rye Brook Capital LLC
INCREASED
Shares15,306 from 12,346
Change+2,960 (+24%)
Value$5.8K (-$4.5M)
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares15,194 from 13,338
Change+1,856 (+14%)
Value$5.8M (+$873.0K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
INCREASED
Shares15,159 from 14,957
Change+202 (+1%)
Value$6.2M (+$162.7K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares15,054 from 14,618
Change+436 (+3%)
Value$5.7M (+$348.2K)
Filed 2026-10-22
True Private Wealth Advisors
INCREASED
Shares15,021 from 14,289
Change+732 (+5%)
Value$5.7M (+$457.2K)
Filed 2026-10-19
LS Investment Advisors, LLC
DECREASED
Shares14,972 from 19,312
Change-4,340 (-22%)
Value$5.7M (-$1.4M)
Filed 2026-10-13
United Asset Strategies, Inc.
INCREASED
Shares14,963 from 14,664
Change+299 (+2%)
Value$5.7M (+$296.6K)
Filed 2026-10-28
Burns Matteson Capital Management, LLC
INCREASED
Shares14,886 from 14,710
Change+176 (+1%)
Value$5.7M (+$250.4K)
Filed 2026-10-16
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares14,843 from 14,843
Change0 (0%)
Value$5.7K (-$5.5M)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
INCREASED
Shares14,830 from 14,730
Change+100 (+1%)
Value$5.6M (+$221.5K)
Filed 2026-11-03
truNorth Financial Services, Inc.
INCREASED
Shares14,669 from 14,579
Change+90 (+1%)
Value$5.6M (+$215.9K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED
Shares14,664 from 14,570
Change+94 (+1%)
Value$5.6M (+$217.3K)
Filed 2026-10-19
Encompass Wealth Advisors, LLC
INCREASED
Shares14,600 from 7,300
Change+7,300 (+100%)
Value$5.6M (+$2.9M)
Filed 2026-10-15
Anchyra Partners LLC
INCREASED
Shares14,560 from 14,550
Change+10 (+0%)
Value$5.5M (+$185.1K)
Filed 2026-10-13
Noble Wealth Management PBC
INCREASED
Shares14,526 from 14,044
Change+482 (+3%)
Value$5.5M (+$358.6K)
Filed 2026-10-01
Aries Wealth Management
INCREASED
Shares14,420 from 14,130
Change+290 (+2%)
Value$5.5M (+$286.5K)
Filed 2026-10-23
AFG Fiduciary Services Limited Partnership
INCREASED
Shares14,406 from 12,995
Change+1,411 (+11%)
Value$5.5M (+$584.7K)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares14,400 from 14,667
Change-267 (-2%)
Value$5.5M (+$81.1K)
Filed 2026-10-20
Avion Wealth
INCREASED
Shares14,338 from 13,792
Change+546 (+4%)
Value$5.5K (-$5.1M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares14,336 from 14,350
Change-14 (0%)
Value$5.5M (+$173.5K)
Filed 2026-11-04
D.B. Root & Company, LLC
INCREASED
Shares14,331 from 12,919
Change+1,412 (+11%)
Value$5.5M (+$698.7K)
Filed 2026-11-04
Succession Financial, Inc.
DECREASED
Shares14,291 from 14,534
Change-243 (-2%)
Value$5.4M (+$88.7K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares14,101 from 11,684
Change+2,417 (+21%)
Value$5.4M (+$1.1M)
Filed 2026-10-08
Montis Financial, LLC
INCREASED
Shares14,046 from 14,023
Change+23 (+0%)
Value$5.3M (+$183.5K)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares14,012 from 13,218
Change+794 (+6%)
Value$5.3M (+$467.1K)
Filed 2026-10-29
Portman Square Capital LLP
DECREASED
Shares14,000 from 27,000
Change-13,000 (-48%)
Value$5.3M (-$4.6M)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares13,955 from 14,712
Change-757 (-5%)
Value$5.3M (-$105.0K)
Filed 2026-10-09
IPG Investment Advisors LLC
INCREASED
Shares13,805 from 13,238
Change+567 (+4%)
Value$5.3M (+$380.9K)
Filed 2026-10-30
Matauro, LLC
INCREASED
Shares13,773 from 13,287
Change+486 (+4%)
Value$5.2M (+$350.6K)
Filed 2026-11-03
Park Edge Advisors, LLC
DECREASED
Shares13,672 from 19,006
Change-5,334 (-28%)
Value$5.2M (-$1.8M)
Filed 2026-10-28
OMC Financial Services LTD
DECREASED
Shares13,657 from 34,700
Change-21,043 (-61%)
Value$5.2M (-$7.6M)
Filed 2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares13,577 from 14,142
Change-565 (-4%)
Value$5.2M (-$39.0K)
Filed 2026-11-03
Guidance Capital, Inc
DECREASED
Shares13,570 from 15,833
Change-2,263 (-14%)
Value$4.9M (-$870.8K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares13,541 from 14,162
Change-621 (-4%)
Value$5.1M (-$321.6K)
Filed 2026-10-19
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares13,518 from 14,569
Change-1,051 (-7%)
Value$5.1M (-$218.7K)
Filed 2026-10-16
Angeles Wealth Management, LLC
DECREASED
Shares13,507 from 14,217
Change-710 (-5%)
Value$5.1M (-$93.3K)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
DECREASED
Shares13,501 from 14,514
Change-1,013 (-7%)
Value$5.1M (-$204.9K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares13,500 from 13,112
Change+388 (+3%)
Value$5.1M (+$311.1K)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares13,331 from 13,361
Change-30 (0%)
Value$5.1M (-$11.3K)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
DECREASED
Shares13,302 from 13,433
Change-131 (-1%)
Value$5.1M (+$117.5K)
Filed 2026-10-29
Pinnacle Financial Group, LLC / IL
INCREASED
Shares13,296 from 13,150
Change+146 (+1%)
Value$5.1M (+$219.4K)
Filed 2026-10-29
SS&H Financial Advisors, Inc.
INCREASED
Shares13,249 from 13,049
Change+200 (+2%)
Value$5.0K (-$4.8M)
Filed 2026-10-28
Wolverine Asset Management LLC
DECREASED
Shares13,179 from 17,296
Change-4,117 (-24%)
Value$5.0M (-$1.4M)
Filed 2026-11-02
Ameraudi Asset Management, Inc.
DECREASED
Shares13,142 from 14,883
Change-1,741 (-12%)
Value$5.0M (-$477.6K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
DECREASED
Shares12,984 from 13,332
Change-348 (-3%)
Value$4.9M (+$33.7K)
Filed 2026-10-16
Zeit Capital LLC
INCREASED
Shares12,955 from 12,934
Change+21 (+0%)
Value$4.9M (+$169.2K)
Filed 2026-10-19
Econ Financial Services Corp
NEW
Shares12,863
Change+12,863
Value$4.9M
Filed 2026-10-19
Inspirion Wealth Advisors, LLC
DECREASED
Shares12,781 from 12,916
Change-135 (-1%)
Value$4.9M (+$80.8K)
Filed 2026-10-09
Independence Wealth Advisors, LLC
INCREASED
Shares12,773 from 8,624
Change+4,149 (+48%)
Value$4.9M (+$1.7M)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares12,742 from 18,151
Change-5,409 (-30%)
Value$4.9M (-$1.8M)
Filed 2026-10-15
BigSur Wealth Management LLC
DECREASED
Shares12,638 from 16,038
Change-3,400 (-21%)
Value$4.8M (-$1.1M)
Filed 2026-10-13
DCF Advisers, LLC
DECREASED
Shares12,500 from 14,000
Change-1,500 (-11%)
Value$4.8M (-$396.8K)
Filed 2026-11-04
Wesbanco Bank Inc
DECREASED
Shares12,391 from 20,916
Change-8,525 (-41%)
Value$4.7M (-$3.0M)
Filed 2026-11-04
Cornerstone Advisory, LLC
INCREASED
Shares12,385 from 10,741
Change+1,644 (+15%)
Value$4.7M (+$759.9K)
Filed 2026-11-06
Evergreen Capital Management LLC
INCREASED
Shares12,374 from 12,336
Change+38 (+0%)
Value$4.7M (+$168.2K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares12,312 from 12,312
Change0 (0%)
Value$4.7M (+$153.4K)
Filed 2026-10-16
Old National Bancorp
DECREASED
Shares12,279 from 12,474
Change-195 (-2%)
Value$4.7M (+$81.2K)
Filed 2026-10-20
Obermeyer Wealth Partners
INCREASED
Shares12,184 from 11,551
Change+633 (+5%)
Value$4.6M (+$385.0K)
Filed 2026-10-21
Latitude Advisors, LLC
DECREASED
Shares12,120 from 12,497
Change-377 (-3%)
Value$4.6M (+$12.1K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
INCREASED
Shares12,106 from 11,392
Change+714 (+6%)
Value$4.6M (+$413.8K)
Filed 2026-10-19
Texas Bank & Trust Co
DECREASED
Shares12,024 from 12,148
Change-124 (-1%)
Value$4.6M (+$104.1K)
Filed 2026-11-04
Partners Wealth Management, LLC
INCREASED
Shares11,938 from 821
Change+11,117 (+1354%)
Value$4.5M (+$4.2M)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares11,878 from 11,311
Change+567 (+5%)
Value$4.5M (+$356.8K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
DECREASED
Shares11,817 from 12,438
Change-621 (-5%)
Value$4.5M (-$81.5K)
Filed 2026-10-29
Shikiar Asset Management Inc
INCREASED
Shares11,791 from 11,766
Change+25 (+0%)
Value$4.5K (-$4.3M)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares11,696 from 11,696
Change0 (0%)
Value$4.5M (+$145.7K)
Filed 2026-10-20
Trust Co of Vermont
INCREASED
Shares11,692 from 11,572
Change+120 (+1%)
Value$4.5M (+$189.9K)
Filed 2026-10-21
Orin Green Financial, LLC
INCREASED
Shares11,686 from 11,664
Change+22 (+0%)
Value$4.5M (+$153.5K)
Filed 2026-10-19
Simon Quick Advisors, LLC
INCREASED
Shares11,577 from 10,349
Change+1,228 (+12%)
Value$4.4M (+$596.5K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
DECREASED
Shares11,501 from 11,866
Change-365 (-3%)
Value$4.4M (+$8.8K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares11,466 from 11,026
Change+440 (+4%)
Value$4.4M (+$305.0K)
Filed 2026-11-06
Veltria Advisors Corp.
INCREASED
Shares11,434 from 11,320
Change+114 (+1%)
Value$4.4M (+$184.5K)
Filed 2026-11-05
FSA Investment Group, LLC
NEW
Shares11,425
Change+11,425
Value$4.4M
Filed 2026-10-07
Bosman Wealth Management, LLC
INCREASED
Shares11,402 from 11,176
Change+226 (+2%)
Value$4.3M (+$225.3K)
Filed 2026-10-28
Curran Financial Partners, LLC
INCREASED
Shares11,364 from 11,075
Change+289 (+3%)
Value$4.3M (+$248.1K)
Filed 2026-11-04
CMG Global Holdings, LLC
DECREASED
Shares11,343 from 11,395
Change-52 (0%)
Value$4.3M (+$122.2K)
Filed 2026-10-14
Matrix Trust Co
INCREASED
Shares11,327 from 11,265
Change+62 (+1%)
Value$4.3K (+$164)
Filed 2026-10-07
Lodestar Private Asset Management LLC
DECREASED
Shares11,276 from 12,767
Change-1,491 (-12%)
Value$4.3M (-$408.8K)
Filed 2026-10-26
Fiduciary Family Office, LLC
UNCHANGED
Shares11,223 from 11,223
Change0 (0%)
Value$4.3M (+$139.8K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares11,195 from 545
Change+10,650 (+1954%)
Value$4.3M (+$4.1M)
Filed 2026-10-29
SVB Wealth LLC
INCREASED
Shares11,145 from 8,715
Change+2,430 (+28%)
Value$4.2M (+$1.0M)
Filed 2026-11-06
Flagship Private Wealth, LLC
DECREASED
Shares11,110 from 11,135
Change-25 (0%)
Value$4.2M (+$129.2K)
Filed 2026-11-05
Able Financial Group, LLC
INCREASED
Shares11,061 from 10,520
Change+541 (+5%)
Value$4.2M (+$337.1K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED
Shares11,001 from 11,911
Change-910 (-8%)
Value$4.2M (-$198.3K)
Filed 2026-10-16
Marathon Capital Management
INCREASED
Shares10,994 from 10,954
Change+40 (+0%)
Value$4.2M (+$151.7K)
Filed 2026-10-23
Jackson Square Capital, LLC
NEW
Shares10,958
Change+10,958
Value$4.2M
Filed 2026-10-19
Procyon Advisors, LLC
INCREASED
Shares10,955 from 10,890
Change+65 (+1%)
Value$4.2M (+$160.4K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
INCREASED
Shares10,928 from 10,760
Change+168 (+2%)
Value$4.2M (+$198.1K)
Filed 2026-10-14
Rossmore Private Capital
UNCHANGED
Shares10,834 from 10,834
Change0 (0%)
Value$4.1M (+$135.0K)
Filed 2026-10-27
Tepp RIA, LLC
DECREASED
Shares10,800 from 22,490
Change-11,690 (-52%)
Value$4.1M (-$4.2M)
Filed 2026-10-14
FAI Advisors, Inc.
DECREASED
Shares10,626 from 14,431
Change-3,805 (-26%)
Value$4.0M (-$1.3M)
Filed 2026-10-27
Towneley Capital Management, Inc / de
UNCHANGED
Shares10,620 from 10,620
Change0 (0%)
Value$4.0M (+$132.3K)
Filed 2026-10-09
Ariston Services Group
DECREASED
Shares10,618 from 10,693
Change-75 (-1%)
Value$4.0M (+$104.7K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares10,611 from 8,763
Change+1,848 (+21%)
Value$4.0M (+$813.0K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares10,607 from 11,993
Change-1,386 (-12%)
Value$4.0M (-$378.4K)
Filed 2026-11-04
Consolidated Investment Group LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$4.0M (+$132.1K)
Filed 2026-11-04
Professional Financial Advisors, LLC
DECREASED
Shares10,583 from 11,082
Change-499 (-4%)
Value$4.0M (-$51.8K)
Filed 2026-10-13
Sheets Smith Wealth Management
DECREASED
Shares10,530 from 10,534
Change-4 (0%)
Value$4.0M (+$129.7K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares10,510 from 10,430
Change+80 (+1%)
Value$4.0M (+$160.2K)
Filed 2026-10-19
Barry Investment Advisors, LLC
DECREASED
Shares10,493 from 10,662
Change-169 (-2%)
Value$4.0M (+$68.5K)
Filed 2026-10-14
Twelve Points Wealth Management LLC
INCREASED
Shares10,458 from 10,320
Change+138 (+1%)
Value$3.7M (-$80.9K)
Filed 2026-11-03
Sterling Financial Planning, Inc.
INCREASED
Shares10,375 from 10,288
Change+87 (+1%)
Value$4.0M (+$161.3K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
INCREASED
Shares10,286 from 9,846
Change+440 (+4%)
Value$3.9M (+$290.4K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
UNCHANGED
Shares10,249 from 10,249
Change0 (0%)
Value$3.9M (+$127.7K)
Filed 2026-10-14
Linden Thomas Advisory Services, LLC
INCREASED
Shares10,248 from 9,482
Change+766 (+8%)
Value$3.9M (+$409.9K)
Filed 2026-10-19
Narwhal Capital Management
DECREASED
Shares10,209 from 10,244
Change-35 (0%)
Value$3.9M (+$114.3K)
Filed 2026-11-04
Investment Partners, Ltd.
INCREASED
Shares10,188 from 5,222
Change+4,966 (+95%)
Value$3.9M (+$2.0M)
Filed 2026-10-29
Gouws Capital LLC
INCREASED
Shares10,160 from 10,030
Change+130 (+1%)
Value$3.9M (+$174.5K)
Filed 2026-10-09
Altura Wealth Advisors Inc.
INCREASED
Shares10,152 from 9,569
Change+583 (+6%)
Value$3.9M (+$341.3K)
Filed 2026-10-22
Clarity Retirement & Wealth, LLC
INCREASED
Shares10,144 from 9,683
Change+461 (+5%)
Value$3.9M (+$296.2K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
DECREASED
Shares10,142 from 10,328
Change-186 (-2%)
Value$3.9M (+$57.9K)
Filed 2026-10-05
Smart Wealth LLC
DECREASED
Shares10,131 from 11,746
Change-1,615 (-14%)
Value$3.9M (-$468.7K)
Filed 2026-11-04
Fermata Advisors, LLC
INCREASED
Shares10,117 from 10,038
Change+79 (+1%)
Value$3.9M (+$155.2K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares10,088 from 10,439
Change-351 (-3%)
Value$3.8M (-$26.1K)
Filed 2026-10-09
Bridgelight Financial Advisors, Inc.
INCREASED
Shares10,058 from 9,785
Change+273 (+3%)
Value$3.8M (+$225.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares10,053 from 10,141
Change-88 (-1%)
Value$3.8M (+$90.2K)
Filed 2026-11-02
StoryOne LLC
INCREASED
Shares10,044 from 5,198
Change+4,846 (+93%)
Value$3.8M (+$1.9M)
Filed 2026-10-13
Artesa Financial Group, LLC
INCREASED
Shares10,044 from 9,870
Change+174 (+2%)
Value$3.8M (+$189.2K)
Filed 2026-10-29
Global Assets Advisory, LLC
INCREASED
Shares10,041 from 9,039
Change+1,002 (+11%)
Value$3.8M (+$435.1K)
Filed 2026-10-28
Blueprint Investment Partners LLC
NEW
Shares10,034
Change+10,034
Value$3.8M
Filed 2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED
Shares10,003 from 10,003
Change0 (0%)
Value$3.7M ($0)
Filed 2026-10-16
South Shore Capital Advisors
INCREASED
Shares9,970 from 9,890
Change+80 (+1%)
Value$3.8M (+$153.7K)
Filed 2026-10-20
Titiun Yejiel
UNCHANGED
Shares9,963 from 9,963
Change0 (0%)
Value$3.8M (+$124.1K)
Filed 2026-11-06
Mcrae Capital Management Inc
INCREASED
Shares9,960 from 7,335
Change+2,625 (+36%)
Value$3.8M (+$1.1M)
Filed 2026-10-15
Altfest L J & Co Inc
INCREASED
Shares9,916 from 1,824
Change+8,092 (+444%)
Value$3.8M (+$3.1M)
Filed 2026-10-27
Weaver Consulting Group
DECREASED
Shares9,875 from 10,034
Change-159 (-2%)
Value$3.8M (+$64.5K)
Filed 2026-10-07
Laurel Wealth Advisors LLC
INCREASED
Shares9,872 from 9,692
Change+180 (+2%)
Value$3.8M (+$189.3K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares9,787 from 9,130
Change+657 (+7%)
Value$3.7M (+$364.0K)
Filed 2026-11-03
Lifestyle Asset Management, Inc.
INCREASED
Shares9,785 from 9,300
Change+485 (+5%)
Value$3.7M (+$300.5K)
Filed 2026-10-20
Corundum Group, Inc.
INCREASED
Shares9,776 from 9,401
Change+375 (+4%)
Value$3.7M (+$260.0K)
Filed 2026-10-28
Daiwa Securities Group Inc.
DECREASED
Shares9,750 from 11,500
Change-1,750 (-15%)
Value$3.7M (-$523.2K)
Filed 2026-10-29
Accel Wealth Management
DECREASED
Shares9,738 from 10,199
Change-461 (-5%)
Value$3.7M (-$48.5K)
Filed 2026-10-13
McAlvany Wealth Management LLC
DECREASED
Shares9,726 from 9,927
Change-201 (-2%)
Value$3.7M (+$47.1K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
DECREASED
Shares9,696 from 9,761
Change-65 (-1%)
Value$3.7M (+$96.9K)
Filed 2026-10-13
Sage Investment Advisers LLC
INCREASED
Shares9,658 from 9,334
Change+324 (+3%)
Value$3.7M (+$239.7K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
DECREASED
Shares9,610 from 9,872
Change-262 (-3%)
Value$3.7M (+$23.2K)
Filed 2026-10-22
National Wealth Management Group, LLC
DECREASED
Shares9,603 from 10,862
Change-1,259 (-12%)
Value$3.7M (-$344.0K)
Filed 2026-10-26
Aspire Private Capital, LLC
DECREASED
Shares9,589 from 9,825
Change-236 (-2%)
Value$3.7M (+$32.5K)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares9,558 from 10,262
Change-704 (-7%)
Value$3.6M (-$140.4K)
Filed 2026-10-27
Independence Bank of Kentucky
INCREASED
Shares9,533 from 7,540
Change+1,993 (+26%)
Value$3.6M (+$853.0K)
Filed 2026-10-26
Private Wealth Partners, LLC
INCREASED
Shares9,518 from 9,516
Change+2 (+0%)
Value$3.6M (+$119.3K)
Filed 2026-10-22
Centennial Advisors, LLC
INCREASED
Shares9,513 from 9,385
Change+128 (+1%)
Value$3.6M (+$165.7K)
Filed 2026-10-21
Valley National Advisers Inc
INCREASED
Shares9,389 from 8,260
Change+1,129 (+14%)
Value$3.6M (+$532.9K)
Filed 2026-10-23
Certuity, LLC
DECREASED
Shares9,379 from 10,208
Change-829 (-8%)
Value$3.6M (-$183.1K)
Filed 2026-11-02
Congress Park Capital LLC
DECREASED
Shares9,351 from 9,947
Change-596 (-6%)
Value$3.6M (-$103.0K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares9,329 from 9,473
Change-144 (-2%)
Value$3.6M (+$63.2K)
Filed 2026-10-28
Parcion Private Wealth LLC
DECREASED
Shares9,325 from 9,358
Change-33 (0%)
Value$3.6M (+$104.0K)
Filed 2026-10-28
Solstein Capital, LLC
DECREASED
Shares9,291 from 9,685
Change-394 (-4%)
Value$3.5M (-$29.4K)
Filed 2026-11-02
Trust Co of Toledo NA
INCREASED
Shares9,284 from 9,168
Change+116 (+1%)
Value$3.5M (+$158.4K)
Filed 2026-10-16
Wealth Advisory Solutions, LLC
INCREASED
Shares9,270 from 8,959
Change+311 (+3%)
Value$3.5M (+$230.3K)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares9,265 from 9,089
Change+176 (+2%)
Value$3.5M (+$180.3K)
Filed 2026-10-22
GFS Advisors, LLC
INCREASED
Shares9,259 from 6,293
Change+2,966 (+47%)
Value$3.5M (+$1.8M)
Filed 2026-11-03
World Equity Group, Inc.
DECREASED
Shares9,258 from 27,556
Change-18,298 (-66%)
Value$3.5M (-$6.6M)
Filed 2026-10-14
RPG Investment Advisory, LLC
DECREASED
Shares9,244 from 13,431
Change-4,187 (-31%)
Value$3.5M (-$1.4M)
Filed 2026-10-21
Institute for Wealth Management, Llc.
DECREASED
Shares9,214 from 16,163
Change-6,949 (-43%)
Value$3.5M (-$2.4M)
Filed 2026-11-06
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares9,187 from 7,528
Change+1,659 (+22%)
Value$3.5M (+$725.6K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
DECREASED
Shares9,168 from 9,439
Change-271 (-3%)
Value$3.5M (+$14.4K)
Filed 2026-10-21
Aspect Partners, LLC
INCREASED
Shares9,085 from 8,733
Change+352 (+4%)
Value$3.5M (+$242.9K)
Filed 2026-10-20
Benin Management Corp
INCREASED
Shares9,078 from 8,628
Change+450 (+5%)
Value$3.5M (+$278.9K)
Filed 2026-10-22
Altar Rock LLC
DECREASED
Shares9,073 from 9,237
Change-164 (-2%)
Value$3.5M (+$86.6K)
Filed 2026-11-06
Americana Partners, LLC
DECREASED
Shares9,040 from 9,041
Change-1 (0%)
Value$3.4M (+$112.3K)
Filed 2026-10-28
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares9,005 from 9,165
Change-160 (-2%)
Value$3.4M (+$53.3K)
Filed 2026-10-09
Creekside Partners
DECREASED
Shares8,931 from 8,938
Change-7 (0%)
Value$3.4M (+$108.9K)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
DECREASED
Shares8,899 from 10,476
Change-1,577 (-15%)
Value$3.4M (-$469.8K)
Filed 2026-10-14
Vigilare Wealth Management
INCREASED
Shares8,888 from 8,218
Change+670 (+8%)
Value$3.4M (+$357.8K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
INCREASED
Shares8,885 from 8,094
Change+791 (+10%)
Value$3.4M (+$402.4K)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares8,880 from 13,316
Change-4,436 (-33%)
Value$3.4M (-$1.5M)
Filed 2026-11-02
Hanson & Doremus Investment Management
INCREASED
Shares8,859 from 8,475
Change+384 (+5%)
Value$3.4K (-$3.1M)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares8,842 from 9,070
Change-228 (-3%)
Value$3.4M (+$26.1K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares8,781 from 8,777
Change+4 (+0%)
Value$3.3M (+$79.9K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares8,766 from 7,889
Change+877 (+11%)
Value$3.3M (+$432.3K)
Filed 2026-10-08
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,679 from 7,260
Change+1,419 (+20%)
Value$3.3M (+$630.9K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares8,669 from 8,161
Change+508 (+6%)
Value$3.3M (+$295.2K)
Filed 2026-11-05
Diversified Management Inc
UNCHANGED
Shares8,620 from 8,620
Change0 (0%)
Value$3.3M (+$107.4K)
Filed 2026-10-08
Nadler Financial Group, Inc.
UNCHANGED
Shares8,603 from 8,603
Change0 (0%)
Value$3.3M (+$107.2K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares8,586 from 10,254
Change-1,668 (-16%)
Value$3.3M (-$507.4K)
Filed 2026-11-05
Sendero Wealth Management, LLC
UNCHANGED
Shares8,566 from 8,566
Change0 (0%)
Value$3.3M (+$106.7K)
Filed 2026-10-14
Viewpoint Investment Partners Corp
DECREASED
Shares8,565 from 9,250
Change-685 (-7%)
Value$3.3M (-$135.7K)
Filed 2026-10-26
Landmark Wealth Management, Inc.
INCREASED
Shares8,558 from 8,531
Change+27 (+0%)
Value$3.3M (+$116.6K)
Filed 2026-11-04
Rockingstone Advisors LLC
INCREASED
Shares8,517 from 2,070
Change+6,447 (+311%)
Value$3.2M (+$2.5M)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares8,478 from 8,208
Change+270 (+3%)
Value$3.2M (+$205.1K)
Filed 2026-11-06
Edgemoor Investment Advisors, Inc.
INCREASED
Shares8,464 from 8,463
Change+1 (+0%)
Value$3.2M (+$105.5K)
Filed 2026-11-03
United Bank
INCREASED
Shares8,431 from 5,946
Change+2,485 (+42%)
Value$3.2M (+$1.0M)
Filed 2026-11-06
Bedel Financial Consulting, Inc.
INCREASED
Shares8,415 from 8,413
Change+2 (+0%)
Value$3.2M (+$105.6K)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares8,356 from 7,524
Change+832 (+11%)
Value$3.2M (+$410.6K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
INCREASED
Shares8,353 from 7,773
Change+580 (+7%)
Value$3.2M (+$317.7K)
Filed 2026-10-20
CIBC Asset Management Inc
DECREASED
Shares8,348 from 11,487
Change-3,139 (-27%)
Value$3.2M (-$1.1M)
Filed 2026-11-05
Compass Ion Advisors, LLC
UNCHANGED
Shares8,268 from 8,268
Change0 (0%)
Value$3.1M (+$103.0K)
Filed 2026-10-23
Hengehold Capital Management LLC
INCREASED
Shares8,267 from 4,635
Change+3,632 (+78%)
Value$3.1M (+$1.4M)
Filed 2026-10-16
Dedeker Financial LLC
NEW
Shares8,171
Change+8,171
Value$3.1M
Filed 2026-10-23
Centennial Wealth Advisory LLC
DECREASED
Shares8,154 from 8,342
Change-188 (-2%)
Value$3.1M (+$32.3K)
Filed 2026-10-16
Zinnia Wealth Advisory, LLC
INCREASED
Shares8,117 from 6,500
Change+1,617 (+25%)
Value$3.1M (+$696.8K)
Filed 2026-11-06
Augustine Asset Management Inc
DECREASED
Shares8,075 from 8,499
Change-424 (-5%)
Value$3.1M (-$55.6K)
Filed 2026-10-13
Bath Savings Trust Co
DECREASED
Shares8,059 from 8,184
Change-125 (-2%)
Value$3.1M (+$54.4K)
Filed 2026-10-07
Walkner Condon Financial Advisors LLC
DECREASED
Shares8,034 from 8,141
Change-107 (-1%)
Value$3.1M (+$60.7K)
Filed 2026-11-02
Welch Group, LLC
DECREASED
Shares8,007 from 8,625
Change-618 (-7%)
Value$3.0M (-$127.9K)
Filed 2026-10-29
CVS Health Corp
NEW
Shares8,000
Change+8,000
Value$3.0M
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares7,995 from 7,991
Change+4 (+0%)
Value$3.0M (+$101.1K)
Filed 2026-10-23
LVM Capital Management LTD
INCREASED
Shares7,975 from 7,475
Change+500 (+7%)
Value$3.0M (+$3.0M)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares7,873 from 8,367
Change-494 (-6%)
Value$3.0M (-$83.9K)
Filed 2026-10-29
Turning Point Benefit Group, Inc.
INCREASED
Shares7,828 from 7,190
Change+638 (+9%)
Value$3.0M (+$345.4K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
DECREASED
Shares7,801 from 8,073
Change-272 (-3%)
Value$3.0M (-$3.0K)
Filed 2026-10-30
Bluesphere Advisors LLC
DECREASED
Shares7,717 from 8,268
Change-551 (-7%)
Value$2.9M (-$106.7K)
Filed 2026-10-19
NavPoint Financial, Inc.
DECREASED
Shares7,691 from 7,716
Change-25 (0%)
Value$2.9M (+$86.6K)
Filed 2026-10-21
AUA Capital Management, LLC
DECREASED
Shares7,631 from 7,816
Change-185 (-2%)
Value$2.9M (+$26.9K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares7,620 from 7,470
Change+150 (+2%)
Value$2.9M (+$150.2K)
Filed 2026-10-08
Wisconsin Wealth Advisors, LLC
INCREASED
Shares7,614 from 7,610
Change+4 (+0%)
Value$2.9M (+$96.3K)
Filed 2026-10-08
Ritholtz Wealth Management
INCREASED
Shares7,561 from 7,177
Change+384 (+5%)
Value$2.9M (+$235.7K)
Filed 2026-11-05
First Bank & Trust
INCREASED
Shares7,549 from 7,331
Change+218 (+3%)
Value$2.9M (+$174.4K)
Filed 2026-10-19
HBK Sorce Advisory LLC
INCREASED
Shares7,522 from 7,282
Change+240 (+3%)
Value$2.8M (-$12.8K)
Filed 2026-11-06
N10 Wealth, LLC
NEW
Shares7,500
Change+7,500
Value$2.9M
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares7,484 from 8,384
Change-900 (-11%)
Value$2.7M (-$371.1K)
Filed 2026-10-27
Baker Ellis Asset Management LLC
UNCHANGED
Shares7,469 from 7,469
Change0 (0%)
Value$2.8M (+$93.1K)
Filed 2026-10-14
Legacy Advisors, LLC
UNCHANGED
Shares7,453 from 7,453
Change0 (0%)
Value$2.8M (+$92.9K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares7,393 from 6,951
Change+442 (+6%)
Value$2.8M (+$254.9K)
Filed 2026-10-20
Sincerus Advisory, LLC
INCREASED
Shares7,392 from 6,807
Change+585 (+9%)
Value$2.8M (+$307.6K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
DECREASED
Shares7,371 from 7,594
Change-223 (-3%)
Value$2.8M (+$9.7K)
Filed 2026-10-09
Magnus Financial Group LLC
UNCHANGED
Shares7,370 from 7,370
Change0 (0%)
Value$2.8M (+$91.8K)
Filed 2026-10-21
Plan Group Financial, LLC
INCREASED
Shares7,369 from 7,098
Change+271 (+4%)
Value$2.8M (+$168.1K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares7,349 from 6,770
Change+579 (+9%)
Value$2.8M (+$304.6K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares7,338 from 5,666
Change+1,672 (+30%)
Value$2.8M (+$707.4K)
Filed 2026-10-23
Astra Wealth Partners LLC
UNCHANGED
Shares7,329 from 7,329
Change0 (0%)
Value$2.8M (+$91.3K)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
DECREASED
Shares7,317 from 7,351
Change-34 (0%)
Value$2.8M (+$78.6K)
Filed 2026-11-06
Penn Davis Mcfarland Inc
UNCHANGED
Shares7,283 from 7,283
Change0 (0%)
Value$2.8M (+$90.7K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares7,217 from 7,217
Change0 (0%)
Value$2.7M (+$89.9K)
Filed 2026-10-27
Visionary Horizons, LLC
INCREASED
Shares7,213 from 6,522
Change+691 (+11%)
Value$2.7M (+$344.7K)
Filed 2026-10-22
Pullen Investment Management, LLC
INCREASED
Shares7,196 from 7,163
Change+33 (+0%)
Value$2.7M (+$101.8K)
Filed 2026-10-23
Good Steward Wealth Advisors,LLC
INCREASED
Shares7,181 from 6,524
Change+657 (+10%)
Value$2.7M (+$331.5K)
Filed 2026-11-06
Financial Guidance Group, Inc.
DECREASED
Shares7,159 from 7,200
Change-41 (-1%)
Value$2.7M (+$73.9K)
Filed 2026-10-21
EPG Wealth Management LLC
DECREASED
Shares7,154 from 7,463
Change-309 (-4%)
Value$2.7M (-$24.7K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares7,131 from 7,131
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-26
Investment Management Trust, LLC
INCREASED
Shares7,120 from 6,447
Change+673 (+10%)
Value$2.7M (+$336.6K)
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares7,115 from 7,090
Change+25 (+0%)
Value$2.7M (+$97.9K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
DECREASED
Shares7,086 from 7,209
Change-123 (-2%)
Value$2.7M (+$33.6K)
Filed 2026-11-02
Shuttleworth & Co
DECREASED
Shares7,074 from 7,241
Change-167 (-2%)
Value$2.7M (+$26.6K)
Filed 2026-10-30
Primoris Wealth Advisors, LLC
INCREASED
Shares7,060 from 1,425
Change+5,635 (+395%)
Value$2.7M (+$2.2M)
Filed 2026-10-28
First Bancorp, Inc
INCREASED
Shares7,046 from 7,020
Change+26 (+0%)
Value$2.7M (+$97.4K)
Filed 2026-10-26
Jeppson Wealth Management, LLC
INCREASED
Shares7,008 from 6,821
Change+187 (+3%)
Value$2.7M (+$156.2K)
Filed 2026-10-20
Financial Management Network Inc
UNCHANGED
Shares6,998 from 6,998
Change0 (0%)
Value$2.7M (+$82.1K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
DECREASED
Shares6,993 from 7,003
Change-10 (0%)
Value$2.7M (+$83.5K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
DECREASED
Shares6,981 from 6,984
Change-3 (0%)
Value$2.5M (-$70.1K)
Filed 2026-11-05
Allied Investment Advisors, LLC
INCREASED
Shares6,967 from 6,957
Change+10 (+0%)
Value$2.7M (+$90.5K)
Filed 2026-10-13
Soltis Investment Advisors LLC
DECREASED
Shares6,950 from 6,992
Change-42 (-1%)
Value$2.6M (+$70.9K)
Filed 2026-10-28
Purkiss Capital Advisors LLC
DECREASED
Shares6,948 from 6,988
Change-40 (-1%)
Value$2.6M (+$71.8K)
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares6,919 from 5,058
Change+1,861 (+37%)
Value$2.6M (+$780.8K)
Filed 2026-10-13
Gables Capital Management Inc.
INCREASED
Shares6,902 from 5,598
Change+1,304 (+23%)
Value$2.6M (+$566.4K)
Filed 2026-11-04
Kercheville Advisors, LLC
DECREASED
Shares6,869 from 7,144
Change-275 (-4%)
Value$2.6M (-$15.7K)
Filed 2026-10-19
Indivisible Partners
DECREASED
Shares6,854 from 15,285
Change-8,431 (-55%)
Value$2.6M (-$3.0M)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares6,848 from 6,544
Change+304 (+5%)
Value$2.6M (+$197.3K)
Filed 2026-10-28
Firestone Capital Management
DECREASED
Shares6,835 from 7,427
Change-592 (-8%)
Value$2.6M (-$132.9K)
Filed 2026-11-03
Emergent Wealth Advisors, LLC
DECREASED
Shares6,826 from 9,471
Change-2,645 (-28%)
Value$2.6M (-$773.9K)
Filed 2026-10-09
Cove Private Wealth, LLC
UNCHANGED
Shares6,825 from 6,825
Change0 (0%)
Value$2.6M (+$85.0K)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
INCREASED
Shares6,797 from 4,595
Change+2,202 (+48%)
Value$2.6M (+$866.3K)
Filed 2026-10-21
Pittenger & Anderson Inc
DECREASED
Shares6,773 from 8,008
Change-1,235 (-15%)
Value$2.6M (-$370.6K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares6,726 from 7,237
Change-511 (-7%)
Value$2.6M (-$161.3K)
Filed 2026-10-20
Eastern Bank
DECREASED
Shares6,726 from 6,810
Change-84 (-1%)
Value$2.6M (+$52.9K)
Filed 2026-10-05
Brighton Securities Corp.
INCREASED
Shares6,724 from 6,139
Change+585 (+10%)
Value$2.6M (+$299.3K)
Filed 2026-10-08
S.A. Mason LLC
INCREASED
Shares6,713 from 6,630
Change+83 (+1%)
Value$2.6M (+$114.2K)
Filed 2026-10-13
Seamount Financial Group Inc
DECREASED
Shares6,679 from 6,746
Change-67 (-1%)
Value$2.5M (+$58.5K)
Filed 2026-10-21
SpringVest Wealth Management LLC
DECREASED
Shares6,632 from 6,646
Change-14 (0%)
Value$2.5M (+$77.5K)
Filed 2026-10-27
Trek Financial, LLC
DECREASED
Shares6,592 from 8,198
Change-1,606 (-20%)
Value$2.5M (-$509.3K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares6,572 from 6,473
Change+99 (+2%)
Value$2.5M (+$118.4K)
Filed 2026-10-14
Cadent Capital Advisors, LLC
INCREASED
Shares6,539 from 6,417
Change+122 (+2%)
Value$2.5M (+$126.4K)
Filed 2026-10-09
F&V Capital Management, LLC
UNCHANGED
Shares6,530 from 6,530
Change0 (0%)
Value$2.5K (-$2.4M)
Filed 2026-10-19
J2 Capital Management Inc
INCREASED
Shares6,525 from 5,906
Change+619 (+10%)
Value$2.5M (+$309.3K)
Filed 2026-10-19
Lederer & Associates Investment Counsel
UNCHANGED
Shares6,523 from 6,523
Change0 (0%)
Value$2.5K (+$81)
Filed 2026-10-23
Praxis Capital Management LLC
DECREASED
Shares6,500 from 14,200
Change-7,700 (-54%)
Value$2.5M (-$2.8M)
Filed 2026-10-16
Ascentis Independent Advisors
INCREASED
Shares6,487 from 18
Change+6,469 (+35939%)
Value$2.5M (+$2.5M)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares6,469 from 6,875
Change-406 (-6%)
Value$2.5M (-$69.0K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
DECREASED
Shares6,444 from 6,616
Change-172 (-3%)
Value$2.5M (+$16.9K)
Filed 2026-11-04
Kachkovsky & Fisher, Inc.
DECREASED
Shares6,436 from 6,588
Change-152 (-2%)
Value$2.5M (+$24.2K)
Filed 2026-10-21
Excalibur Management Corp
DECREASED
Shares6,414 from 6,665
Change-251 (-4%)
Value$2.4M (-$12.6K)
Filed 2026-11-02
Gibbs Wealth Management
DECREASED
Shares6,405 from 8,011
Change-1,606 (-20%)
Value$2.4M (-$511.7K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,390 from 6,029
Change+361 (+6%)
Value$2.4M (+$212.4K)
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares6,389 from 5,590
Change+799 (+14%)
Value$2.4M (+$373.9K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares6,379 from 4,362
Change+2,017 (+46%)
Value$2.4K (+$822)
Filed 2026-10-02
Helium Advisors LLC
DECREASED
Shares6,355 from 6,997
Change-642 (-9%)
Value$2.4M (-$157.3K)
Filed 2026-10-23
McHugh Group, LLC
DECREASED
Shares6,335 from 6,385
Change-50 (-1%)
Value$2.4M (+$60.5K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
INCREASED
Shares6,313 from 6,283
Change+30 (+0%)
Value$2.4M (+$89.7K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
UNCHANGED
Shares6,301 from 6,301
Change0 (0%)
Value$2.4M (+$78.5K)
Filed 2026-10-21
Lionsbridge Wealth Management LLC
DECREASED
Shares6,298 from 6,793
Change-495 (-7%)
Value$2.4M (-$103.9K)
Filed 2026-10-26
Herold Advisors, Inc.
INCREASED
Shares6,279 from 6,129
Change+150 (+2%)
Value$2.4M (+$134.3K)
Filed 2026-10-19
Arlington Trust Co LLC
DECREASED
Shares6,261 from 6,751
Change-490 (-7%)
Value$2.4M (-$102.5K)
Filed 2026-10-20
Roan Capital Partners
INCREASED
Shares6,253 from 5,074
Change+1,179 (+23%)
Value$2.4M (+$512.2K)
Filed 2026-10-09
Element Pointe Advisors, LLC
UNCHANGED
Shares6,187 from 6,187
Change0 (0%)
Value$2.4M (+$77.1K)
Filed 2026-10-21
TBH Global Asset Management, LLC
UNCHANGED
Shares6,179 from 6,179
Change0 (0%)
Value$2.4M (+$77.0K)
Filed 2026-11-03
Rebalance, LLC
UNCHANGED
Shares6,171 from 6,171
Change0 (0%)
Value$2.4M (+$76.9K)
Filed 2026-10-22
Austin Wealth Management, LLC
DECREASED
Shares6,156 from 6,161
Change-5 (0%)
Value$2.3M (+$61.0K)
Filed 2026-11-06
High Note Wealth, LLC
DECREASED
Shares6,149 from 6,235
Change-86 (-1%)
Value$2.3M (+$44.9K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares6,137 from 6,009
Change+128 (+2%)
Value$2.3M (+$123.6K)
Filed 2026-10-27
Naples Global Advisors, LLC
INCREASED
Shares6,126 from 5,958
Change+168 (+3%)
Value$2.3M (+$138.2K)
Filed 2026-11-05
Clarus Wealth Advisors
DECREASED
Shares6,116 from 6,490
Change-374 (-6%)
Value$2.4M (-$78.2K)
Filed 2026-10-13
Oarsman Capital, Inc.
DECREASED
Shares6,106 from 6,134
Change-28 (0%)
Value$2.3M (+$65.8K)
Filed 2026-11-05
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares6,103 from 6,103
Change0 (0%)
Value$2.3M (+$76.0K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,101 from 5,861
Change+240 (+4%)
Value$2.3M (+$164.5K)
Filed 2026-10-29
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares6,077 from 6,152
Change-75 (-1%)
Value$2.3M (+$48.1K)
Filed 2026-10-23
Cowa, LLC
DECREASED
Shares6,032 from 6,308
Change-276 (-4%)
Value$2.3M (-$26.5K)
Filed 2026-10-30
Silverlake Wealth Management LLC
UNCHANGED
Shares6,032 from 6,032
Change0 (0%)
Value$2.3M (+$75.0K)
Filed 2026-10-21
Account Management LLC
UNCHANGED
Shares6,025 from 6,025
Change0 (0%)
Value$2.3M (+$75.1K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares6,022 from 6,010
Change+12 (+0%)
Value$2.3M (+$79.5K)
Filed 2026-10-23
Huntleigh Advisors, Inc.
INCREASED
Shares6,016 from 5,016
Change+1,000 (+20%)
Value$2.3M (+$443.3K)
Filed 2026-11-03
Heritage OAK Wealth Advisors LLC
INCREASED
Shares6,002 from 5,672
Change+330 (+6%)
Value$2.3M (+$196.4K)
Filed 2026-10-14
Isthmus Partners, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$2.3M (+$74.8K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares5,972 from 6,083
Change-111 (-2%)
Value$2.3M (+$33.5K)
Filed 2026-10-16
Three Seasons Wealth, LLC
DECREASED
Shares5,915 from 32,448
Change-26,533 (-82%)
Value$2.3M (-$9.7M)
Filed 2026-11-03
Connective Portfolio Management, LLC
UNCHANGED
Shares5,915 from 5,915
Change0 (0%)
Value$2.3M (+$73.7K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares5,896 from 5,804
Change+92 (+2%)
Value$2.2M (+$107.4K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares5,886 from 3,828
Change+2,058 (+54%)
Value$2.2M (+$831.5K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares5,875 from 13,822
Change-7,947 (-57%)
Value$2.2M (-$2.9M)
Filed 2026-10-20
Cornerstone Planning Group LLC
DECREASED
Shares5,871 from 5,915
Change-44 (-1%)
Value$2.3M (+$15.4K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED
Shares5,835 from 5,885
Change-50 (-1%)
Value$2.2M (+$54.3K)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
DECREASED
Shares5,831 from 6,167
Change-336 (-5%)
Value$2.2M (-$54.4K)
Filed 2026-11-03
Reyes Financial Architecture, Inc.
INCREASED
Shares5,821 from 5,559
Change+262 (+5%)
Value$2.2M (+$169.0K)
Filed 2026-10-22
Lavelle Capital LP
UNCHANGED
Shares5,813 from 5,813
Change0 (0%)
Value$2.2M (+$72.4K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares5,805 from 9,931
Change-4,126 (-42%)
Value$2.2M (-$1.4M)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares5,791 from 5,534
Change+257 (+5%)
Value$2.2M (+$166.8K)
Filed 2026-10-15
Towne Trust Company, N.a
INCREASED
Shares5,789 from 4,964
Change+825 (+17%)
Value$2.2M (+$376.0K)
Filed 2026-10-28
Finer Wealth Management, Inc.
INCREASED
Shares5,788 from 5,413
Change+375 (+7%)
Value$2.2M (+$210.3K)
Filed 2026-10-16
Personal CFO Solutions, LLC
DECREASED
Shares5,741 from 11,346
Change-5,605 (-49%)
Value$2.2M (-$2.0M)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
DECREASED
Shares5,734 from 5,766
Change-32 (-1%)
Value$2.2M (+$59.4K)
Filed 2026-10-23
OAK Family Advisors, LLC
DECREASED
Shares5,733 from 5,911
Change-178 (-3%)
Value$2.2M (+$5.9K)
Filed 2026-10-19
Pegasus Asset Management, Inc.
DECREASED
Shares5,693 from 5,708
Change-15 (0%)
Value$2.2M (+$65.4K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares5,623 from 6,965
Change-1,342 (-19%)
Value$2.1M (-$424.3K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
DECREASED
Shares5,595 from 5,665
Change-70 (-1%)
Value$2.1M (+$43.9K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares5,551 from 4,984
Change+567 (+11%)
Value$2.1M (+$278.0K)
Filed 2026-11-05
Axiom Investment Management LLC
DECREASED
Shares5,501 from 5,629
Change-128 (-2%)
Value$2.1M (+$21.4K)
Filed 2026-11-03
Argentarii, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$2.1M (-$110.7K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares5,457 from 5,382
Change+75 (+1%)
Value$2.1M (+$95.6K)
Filed 2026-10-19
Vista Investment Partners II, LLC
DECREASED
Shares5,450 from 5,788
Change-338 (-6%)
Value$2.1M (-$56.6K)
Filed 2026-10-15
KFG Wealth Management, LLC
DECREASED
Shares5,448 from 5,699
Change-251 (-4%)
Value$2.1M (-$24.5K)
Filed 2026-10-16
LEE Danner & Bass Inc
DECREASED
Shares5,429 from 5,479
Change-50 (-1%)
Value$2.1M (+$49.2K)
Filed 2026-10-27
Zega Investments, LLC
DECREASED
Shares5,410 from 6,006
Change-596 (-10%)
Value$2.1M (-$152.0K)
Filed 2026-11-04
Forbes J M & Co LLP
UNCHANGED
Shares5,409 from 5,409
Change0 (0%)
Value$2.1M (+$67.4K)
Filed 2026-10-16
Diligent Investors, LLC
INCREASED
Shares5,405 from 5,360
Change+45 (+1%)
Value$2.1M (+$83.9K)
Filed 2026-10-21
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$2.1M (+$67.3K)
Filed 2026-10-20
Kimelman & Baird, LLC
UNCHANGED
Shares5,390 from 5,390
Change0 (0%)
Value$2.1M (+$67.2K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
INCREASED
Shares5,375 from 5,335
Change+40 (+1%)
Value$2.0M (+$35.7K)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares5,332 from 5,357
Change-25 (0%)
Value$2.0M (+$57.2K)
Filed 2026-11-02
Brick & Kyle, Associates
INCREASED
Shares5,314 from 5,299
Change+15 (+0%)
Value$2.0M (-$256.3K)
Filed 2026-11-05
Busey Bank
INCREASED
Shares5,313 from 4,883
Change+430 (+9%)
Value$2.0M (+$224.6K)
Filed 2026-10-26
Moulton Wealth Management, Inc
DECREASED
Shares5,308 from 5,361
Change-53 (-1%)
Value$2.0M (+$29.5K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
INCREASED
Shares5,288 from 5,089
Change+199 (+4%)
Value$2.0M (+$139.2K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,282 from 5,421
Change-139 (-3%)
Value$2.0M (+$14.6K)
Filed 2026-10-28
Barings LLC
UNCHANGED
Shares5,273 from 5,273
Change0 (0%)
Value$2.0M (+$67.6K)
Filed 2026-10-22
Cane Capital Partners, LLC
INCREASED
Shares5,272 from 2,312
Change+2,960 (+128%)
Value$2.0M (+$1.2M)
Filed 2026-10-23
Park National Corp
DECREASED
Shares5,268 from 5,336
Change-68 (-1%)
Value$2.0M (+$40.6K)
Filed 2026-10-05
Founders Financial Securities LLC
DECREASED
Shares5,258 from 5,417
Change-159 (-3%)
Value$2.0M (+$6.9K)
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares5,258 from 5,403
Change-145 (-3%)
Value$2.0M (+$12.1K)
Filed 2026-10-26
Alterna Wealth Management, Inc
INCREASED
Shares5,255 from 4,314
Change+941 (+22%)
Value$2.0M (+$412.1K)
Filed 2026-10-27
BOS Asset Management, LLC
DECREASED
Shares5,240 from 6,140
Change-900 (-15%)
Value$2.0M (-$266.3K)
Filed 2026-10-09
High Net Worth Advisory Group LLC
INCREASED
Shares5,228 from 5,128
Change+100 (+2%)
Value$2.0M (+$102.0K)
Filed 2026-10-26
OFC Financial Planning, LLC
UNCHANGED
Shares5,221 from 5,221
Change0 (0%)
Value$2.0M (+$65.1K)
Filed 2026-11-06
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares5,197 from 5,197
Change0 (0%)
Value$2.0M (+$64.8K)
Filed 2026-10-09
Clear Wave Wealth Management LLC
INCREASED
Shares5,193 from 4,785
Change+408 (+9%)
Value$2.0M (+$214.9K)
Filed 2026-11-04
Montecito Bank & Trust
UNCHANGED
Shares5,181 from 5,181
Change0 (0%)
Value$2.0M (+$64.6K)
Filed 2026-10-01
Fire Capital Management LLC
DECREASED
Shares5,171 from 6,789
Change-1,618 (-24%)
Value$2.0M (-$531.6K)
Filed 2026-10-27
AGF Management LTD
DECREASED
Shares5,156 from 9,091
Change-3,935 (-43%)
Value$2.0M (-$1.4M)
Filed 2026-11-03
Quadcap Wealth Management, LLC
DECREASED
Shares5,153 from 5,233
Change-80 (-2%)
Value$2.0M (+$34.7K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares5,106 from 4,986
Change+120 (+2%)
Value$1.9M (+$107.8K)
Filed 2026-10-22
Terra Nova Asset Management LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$1.9M (+$63.5K)
Filed 2026-10-13
Innova Wealth Partners
DECREASED
Shares5,053 from 5,703
Change-650 (-11%)
Value$1.9M (-$176.4K)
Filed 2026-10-21
Fell Capital Management
DECREASED
Shares5,015 from 5,115
Change-100 (-2%)
Value$1.9M (+$25.6K)
Filed 2026-10-09
Values First Advisors, Inc.
INCREASED
Shares5,000 from 4,874
Change+126 (+3%)
Value$1.9M (+$108.9K)
Filed 2026-10-23
Weaver Capital Management LLC
INCREASED
Shares4,985 from 4,589
Change+396 (+9%)
Value$1.9M (-$76.1K)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares4,981 from 4,743
Change+238 (+5%)
Value$1.9M (+$149.7K)
Filed 2026-10-23
MMA Asset Management LLC
DECREASED
Shares4,968 from 10,858
Change-5,890 (-54%)
Value$1.9M (-$2.1M)
Filed 2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED
Shares4,965 from 4,919
Change+46 (+1%)
Value$1.9M (+$78.8K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares4,952 from 4,651
Change+301 (+6%)
Value$1.9M (-$115.2K)
Filed 2026-10-13
Darden Wealth Group Inc
DECREASED
Shares4,951 from 5,044
Change-93 (-2%)
Value$1.9M (+$27.4K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
INCREASED
Shares4,949 from 3,280
Change+1,669 (+51%)
Value$1.9M (+$695.0K)
Filed 2026-10-13
Baxter Bros Inc
INCREASED
Shares4,944 from 4,672
Change+272 (+6%)
Value$1.9M (+$161.8K)
Filed 2026-11-04
Fisher Asset Management, LLC
DECREASED
Shares4,943 from 5,654
Change-711 (-13%)
Value$1.9M (-$200.4K)
Filed 2026-11-06
Heartwood Wealth Advisors LLC
DECREASED
Shares4,929 from 5,955
Change-1,026 (-17%)
Value$1.9M (-$316.5K)
Filed 2026-10-05
Commons Capital, LLC
DECREASED
Shares4,924 from 4,949
Change-25 (-1%)
Value$1.9M (+$52.1K)
Filed 2026-11-05
Glaxis Capital Management, LLC
INCREASED
Shares4,920 from 2,920
Change+2,000 (+68%)
Value$1.9M (+$798.1K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares4,918 from 4,473
Change+445 (+10%)
Value$1.9M (+$225.2K)
Filed 2026-10-22
Essential Investment Partners LLC
DECREASED
Shares4,913 from 5,238
Change-325 (-6%)
Value$1.9M (-$58.5K)
Filed 2026-10-27
Gould Asset Management LLC
DECREASED
Shares4,877 from 5,087
Change-210 (-4%)
Value$1.9M (-$16.6K)
Filed 2026-11-06
Carret Asset Management, LLC
DECREASED
Shares4,864 from 4,915
Change-51 (-1%)
Value$1.9M (+$41.8K)
Filed 2026-11-04
Westco Advisory Services Inc
DECREASED
Shares4,848 from 4,937
Change-89 (-2%)
Value$1.8M (+$27.6K)
Filed 2026-10-14
Towerpoint Wealth, LLC
DECREASED
Shares4,823 from 5,020
Change-197 (-4%)
Value$1.8M (-$12.5K)
Filed 2026-10-13
Quaker Wealth Management, LLC
INCREASED
Shares4,781 from 4,312
Change+469 (+11%)
Value$1.8M (+$232.5K)
Filed 2026-10-22
Hourglass Capital, LLC
INCREASED
Shares4,770 from 4,730
Change+40 (+1%)
Value$1.8M (+$74.2K)
Filed 2026-10-26
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares4,756 from 4,756
Change0 (0%)
Value$1.8M (+$59.3K)
Filed 2026-10-05
DeDora Capital, Inc.
UNCHANGED
Shares4,728 from 4,728
Change0 (0%)
Value$1.8M (+$58.9K)
Filed 2026-10-26
True Freedom Investing, LLC
DECREASED
Shares4,702 from 215,495
Change-210,793 (-98%)
Value$1.8M (-$90.9M)
Filed 2026-10-29
NBT Bank, N.A.
DECREASED
Shares4,702 from 5,529
Change-827 (-15%)
Value$1.8M (-$246.1K)
Filed 2026-10-21
Pinkerton Wealth, LLC
DECREASED
Shares4,692 from 185,223
Change-180,531 (-97%)
Value$1.8M (-$77.9M)
Filed 2026-10-29
WealthPlan Investment Management, LLC
INCREASED
Shares4,678 from 4,646
Change+32 (+1%)
Value$1.8M (+$70.1K)
Filed 2026-10-15
WealthTrust Asset Management, LLC
INCREASED
Shares4,650 from 4,613
Change+37 (+1%)
Value$1.8M (+$71.4K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
INCREASED
Shares4,631 from 4,425
Change+206 (+5%)
Value$1.8M (+$133.5K)
Filed 2026-10-27
First Business Financial Services, Inc.
INCREASED
Shares4,607 from 4,247
Change+360 (+8%)
Value$1.8M (+$190.0K)
Filed 2026-10-29
Charles Schwab Trust Co
INCREASED
Shares4,595 from 4,100
Change+495 (+12%)
Value$1.7M (+$239.6K)
Filed 2026-10-15
Saxony Capital Management, LLC
INCREASED
Shares4,591 from 4,337
Change+254 (+6%)
Value$1.7M (+$150.8K)
Filed 2026-10-15
Mainstream Capital Management LLC
DECREASED
Shares4,582 from 5,585
Change-1,003 (-18%)
Value$1.7M (-$312.4K)
Filed 2026-10-23
Virtue Capital Management, LLC
DECREASED
Shares4,565 from 5,924
Change-1,359 (-23%)
Value$1.7M (-$443.7K)
Filed 2026-10-29
Hudson Capital Management LLC
DECREASED
Shares4,551 from 4,568
Change-17 (0%)
Value$1.7M (+$50.4K)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares4,508 from 4,493
Change+15 (+0%)
Value$1.7M (+$61.7K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
DECREASED
Shares4,496 from 4,576
Change-80 (-2%)
Value$1.7M (+$26.6K)
Filed 2026-10-22
Lexington Hill Partners, LLC
INCREASED
Shares4,479 from 4,421
Change+58 (+1%)
Value$1.7M (+$77.3K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,474 from 4,457
Change+17 (+0%)
Value$1.7M (+$62.0K)
Filed 2026-10-27
Glenview Trust Co
INCREASED
Shares4,471 from 3,957
Change+514 (+13%)
Value$1.7M (+$245.1K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
INCREASED
Shares4,462 from 3,781
Change+681 (+18%)
Value$1.7M (+$304.6K)
Filed 2026-10-28
Mission Financial Group, LLC
DECREASED
Shares4,442 from 4,807
Change-365 (-8%)
Value$1.7M (-$79.4K)
Filed 2026-10-21
FSA Wealth Partners, Inc.
DECREASED
Shares4,418 from 5,115
Change-697 (-14%)
Value$1.7M (-$201.7K)
Filed 2026-10-26
Phillips Financial Management, LLC
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$1.7M (+$54.9K)
Filed 2026-10-19
Community Bank, N.A.
UNCHANGED
Shares4,399 from 4,399
Change0 (0%)
Value$1.7M (+$54.8K)
Filed 2026-11-06
Financial Management Professionals, Inc.
DECREASED
Shares4,387 from 4,414
Change-27 (-1%)
Value$1.7M (+$44.7K)
Filed 2026-10-23
CrossGen Wealth, LLC
INCREASED
Shares4,384 from 4,383
Change+1 (+0%)
Value$1.7M (+$55.0K)
Filed 2026-10-30
LVW Advisors, LLC
DECREASED
Shares4,375 from 4,540
Change-165 (-4%)
Value$1.7M (-$6.3K)
Filed 2026-10-19
Wedgewood Investors Inc
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$1.7M (+$54.2K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares4,348 from 784
Change+3,564 (+455%)
Value$1.7M (+$1.4M)
Filed 2026-10-29
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares4,341 from 4,399
Change-58 (-1%)
Value$1.7M (+$32.8K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares4,332 from 3,914
Change+418 (+11%)
Value$1.6M (+$208.0K)
Filed 2026-11-02
Nilsine Partners, LLC
UNCHANGED
Shares4,317 from 4,317
Change0 (0%)
Value$1.6M (+$53.8K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,315 from 4,067
Change+248 (+6%)
Value$1.6M (+$145.1K)
Filed 2026-10-29
Venture Visionary Partners LLC
INCREASED
Shares4,310 from 4,205
Change+105 (+3%)
Value$1.6M (+$92.4K)
Filed 2026-10-07
Manchester Capital Management LLC
DECREASED
Shares4,306 from 4,505
Change-199 (-4%)
Value$1.6M (-$19.7K)
Filed 2026-10-22
ARS Investment Partners, LLC
UNCHANGED
Shares4,304 from 4,304
Change0 (0%)
Value$1.6M (+$53.6K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares4,302 from 4,302
Change0 (0%)
Value$1.6M (+$53.6K)
Filed 2026-10-14
Columbia Asset Management
INCREASED
Shares4,294 from 4,055
Change+239 (+6%)
Value$1.6M (+$141.5K)
Filed 2026-10-19
Grandview Asset Management LLC
DECREASED
Shares4,283 from 4,789
Change-506 (-11%)
Value$1.6M (-$128.2K)
Filed 2026-10-19
Shearwater Capital LLC
UNCHANGED
Shares4,278 from 4,278
Change0 (0%)
Value$1.6M (+$53.3K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares4,257 from 4,736
Change-479 (-10%)
Value$1.6M (-$139.2K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares4,250 from 4,267
Change-17 (0%)
Value$1.6M (+$46.7K)
Filed 2026-11-03
Mezzasalma Advisors, LLC
INCREASED
Shares4,243 from 2,723
Change+1,520 (+56%)
Value$1.6M (+$612.8K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares4,234 from 2,543
Change+1,691 (+67%)
Value$1.6M (+$675.7K)
Filed 2026-10-30
Ellis Investment Partners, LLC
DECREASED
Shares4,227 from 4,306
Change-79 (-2%)
Value$1.6M (+$23.4K)
Filed 2026-10-21
Quantum Financial Partners LLC
DECREASED
Shares4,213 from 4,287
Change-74 (-2%)
Value$1.6M (+$25.2K)
Filed 2026-10-19
WealthPLAN Partners, LLC
INCREASED
Shares4,212 from 3,920
Change+292 (+7%)
Value$1.6M (+$159.9K)
Filed 2026-10-15
Paragon Private Wealth Management, LLC
DECREASED
Shares4,211 from 4,262
Change-51 (-1%)
Value$1.6M (+$33.7K)
Filed 2026-10-20
Cogent Private Wealth, Inc.
INCREASED
Shares4,204 from 4,138
Change+66 (+2%)
Value$1.6M (+$76.7K)
Filed 2026-11-06
Peak Wealth Management LLC
INCREASED
Shares4,178 from 3,905
Change+273 (+7%)
Value$1.6M (+$139.3K)
Filed 2026-10-26
First City Capital Management, Inc.
INCREASED
Shares4,137 from 4,094
Change+43 (+1%)
Value$1.6M (+$67.4K)
Filed 2026-10-27
MFA Wealth Services
INCREASED
Shares4,122 from 3,984
Change+138 (+3%)
Value$1.6M (+$102.0K)
Filed 2026-10-14
Guardian Capital, LLC
DECREASED
Shares4,110 from 5,558
Change-1,448 (-26%)
Value$1.6M (-$482.2K)
Filed 2026-11-06
Harrington Investments, Inc
DECREASED
Shares4,091 from 4,191
Change-100 (-2%)
Value$1.6M (+$14.1K)
Filed 2026-10-14
United Financial Planning Group LLC
INCREASED
Shares4,074 from 4,047
Change+27 (+1%)
Value$1.6M (+$60.5K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares4,057 from 3,997
Change+60 (+2%)
Value$1.5M (+$72.7K)
Filed 2026-11-03
SevenBridge Financial Group, LLC
DECREASED
Shares4,040 from 4,237
Change-197 (-5%)
Value$1.5M (-$162.8K)
Filed 2026-10-26
Crumly & Associates Inc.
INCREASED
Shares4,032 from 3,232
Change+800 (+25%)
Value$1.5M (+$344.9K)
Filed 2026-10-07
Arbor Wealth Management Llc\az
DECREASED
Shares4,027 from 4,073
Change-46 (-1%)
Value$1.5M (+$33.2K)
Filed 2026-10-20
Tuttle Capital Management, LLC
INCREASED
Shares4,019 from 1,952
Change+2,067 (+106%)
Value$1.5M (+$819.2K)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares4,018 from 4,040
Change-22 (-1%)
Value$1.5M (+$42.0K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,012 from 3,818
Change+194 (+5%)
Value$1.5M (+$75.1K)
Filed 2026-10-13
Washington Trust Co
INCREASED
Shares4,008 from 3,836
Change+172 (+4%)
Value$1.5M (+$113.3K)
Filed 2026-10-22
Forte Asset Management LLC
DECREASED
Shares3,998 from 4,013
Change-15 (0%)
Value$1.5M (+$44.3K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares3,985 from 5,953
Change-1,968 (-33%)
Value$1.5M (-$675.3K)
Filed 2026-11-03
Oath Planning, LLC
INCREASED
Shares3,985 from 3,592
Change+393 (+11%)
Value$1.5M (+$194.5K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares3,983 from 3,983
Change0 (0%)
Value$1.5M (+$49.6K)
Filed 2026-10-15
Hilltop National Bank
UNCHANGED
Shares3,981 from 3,981
Change0 (0%)
Value$1.5M (+$49.6K)
Filed 2026-10-14
Winthrop Capital Management, LLC
INCREASED
Shares3,967 from 3,930
Change+37 (+1%)
Value$1.5M (+$62.8K)
Filed 2026-11-05
Advisor Resource Council
DECREASED
Shares3,963 from 10,350
Change-6,387 (-62%)
Value$1.5M (-$2.4M)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares3,955 from 3,954
Change+1 (+0%)
Value$1.5M (+$49.6K)
Filed 2026-11-03
International Private Wealth Advisors LLC
INCREASED
Shares3,938 from 3,906
Change+32 (+1%)
Value$1.5M (+$60.9K)
Filed 2026-11-05
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares3,926 from 3,244
Change+682 (+21%)
Value$1.5M (+$300.2K)
Filed 2026-10-26
Daytona Street Capital LLC
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$1.5M (+$9.1K)
Filed 2026-10-15
RIA Advisory Group LLC
DECREASED
Shares3,917 from 3,963
Change-46 (-1%)
Value$1.5M (+$31.9K)
Filed 2026-10-15
Pacific Sage Partners, LLC
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$1.5M (+$48.8K)
Filed 2026-10-21
Wealth Quarterback LLC
DECREASED
Shares3,907 from 4,564
Change-657 (-14%)
Value$1.5M (-$193.3K)
Filed 2026-10-20
Ulrich Consultants & Investment Group, LLC
NEW
Shares3,892
Change+3,892
Value$1.5M
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares3,892 from 2,492
Change+1,400 (+56%)
Value$1.5M (+$564.2K)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares3,855 from 13,320
Change-9,465 (-71%)
Value$381.2K (-$4.5M)
Filed 2026-11-06
Milestones Private Investment Advisors LLC
UNCHANGED
Shares3,849 from 3,849
Change0 (0%)
Value$1.5M (+$48.0K)
Filed 2026-10-19
Diversified Enterprises, LLC
DECREASED
Shares3,848 from 3,871
Change-23 (-1%)
Value$1.5M (+$39.5K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares3,845 from 12,963
Change-9,118 (-70%)
Value$1.5M (-$3.3M)
Filed 2026-10-28
Appleton Partners Inc
DECREASED
Shares3,845 from 4,104
Change-259 (-6%)
Value$1.5K (-$1.5M)
Filed 2026-10-30
Everest Financial Group LLC
DECREASED
Shares3,843 from 3,893
Change-50 (-1%)
Value$1.5M (+$29.6K)
Filed 2026-11-06
Capstone Wealth Management Group, Inc.
DECREASED
Shares3,839 from 4,016
Change-177 (-4%)
Value$1.5M (-$17.4K)
Filed 2026-10-19
Insight Wealth Partners, LLC
DECREASED
Shares3,818 from 4,543
Change-725 (-16%)
Value$1.5M (-$219.5K)
Filed 2026-10-26
Chemistry Wealth Management LLC
UNCHANGED
Shares3,813 from 3,813
Change0 (0%)
Value$1.5M (+$47.5K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares3,801 from 3,909
Change-108 (-3%)
Value$1.4M (+$7.6K)
Filed 2026-10-27
Smithbridge Asset Management Inc
INCREASED
Shares3,800 from 3,200
Change+600 (+19%)
Value$1.4M (+$268.4K)
Filed 2026-10-19
Adkins Seale Capital Management LLC
INCREASED
Shares3,798 from 3,498
Change+300 (+9%)
Value$1.4M (+$157.8K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,794 from 7,471
Change-3,677 (-49%)
Value$1.4M (-$1.3M)
Filed 2026-10-14
Sulzberger Capital Advisors, Inc.
DECREASED
Shares3,785 from 4,347
Change-562 (-13%)
Value$1.4M (-$159.9K)
Filed 2026-10-20
Schmidt P J Investment Management Inc
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$1.4M (+$47.0K)
Filed 2026-11-02
Summa Corp.
DECREASED
Shares3,743 from 3,788
Change-45 (-1%)
Value$1.4M (+$30.1K)
Filed 2026-10-30
James Investment Research, Inc.
DECREASED
Shares3,735 from 3,749
Change-14 (0%)
Value$1.4M (+$41.4K)
Filed 2026-10-22
Legacy Solutions, LLC
DECREASED
Shares3,729 from 3,750
Change-21 (-1%)
Value$1.4M (+$38.7K)
Filed 2026-10-07
Wise Wealth Partners
INCREASED
Shares3,716 from 2,349
Change+1,367 (+58%)
Value$1.4M (+$550.1K)
Filed 2026-10-14
Doliver Advisors, LP
INCREASED
Shares3,695 from 2,577
Change+1,118 (+43%)
Value$1.4M (+$457.9K)
Filed 2026-10-01
Ferguson Wellman Capital Management, Inc
INCREASED
Shares3,677 from 3,395
Change+282 (+8%)
Value$1.4M (+$149.7K)
Filed 2026-10-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares3,673 from 3,172
Change+501 (+16%)
Value$1.4M (+$230.3K)
Filed 2026-10-08
Capital Asset Advisory Services LLC
INCREASED
Shares3,671 from 1,281
Change+2,390 (+187%)
Value$1.4M (+$894.4K)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares3,671 from 3,742
Change-71 (-2%)
Value$1.4M (+$2.9K)
Filed 2026-10-30
Macroview Investment Management LLC
DECREASED
Shares3,655 from 4,905
Change-1,250 (-25%)
Value$1.4M (-$414.9K)
Filed 2026-10-26
Ameliora Wealth Management Ltd.
UNCHANGED
Shares3,649 from 3,649
Change0 (0%)
Value$1.4M (+$45.5K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$1.4M (+$45.4K)
Filed 2026-10-21
Intesa Sanpaolo Wealth Management
INCREASED
Shares3,645 from 3,520
Change+125 (+4%)
Value$1.4M (+$90.6K)
Filed 2026-10-28
Mechanics Bank Trust Department
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$1.4M (+$45.4K)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares3,636 from 7,607
Change-3,971 (-52%)
Value$1.4M (-$1.4M)
Filed 2026-10-30
Winthrop Advisory Group LLC
INCREASED
Shares3,635 from 3,571
Change+64 (+2%)
Value$1.4M (+$68.9K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares3,634
Change+3,634
Value$1.4M
Filed 2026-10-26
Mainsail Asset Management, LLC
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$1.4M (+$50.2K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
INCREASED
Shares3,621 from 870
Change+2,751 (+316%)
Value$1.4M (+$1.1M)
Filed 2026-11-02
Innealta Capital, LLC
INCREASED
Shares3,611 from 3,088
Change+523 (+17%)
Value$1.4M (+$237.7K)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,610 from 3,201
Change+409 (+13%)
Value$1.4M (+$195.6K)
Filed 2026-10-13
Lazari Capital Management, Inc.
INCREASED
Shares3,600 from 2,954
Change+646 (+22%)
Value$1.4M (+$283.0K)
Filed 2026-10-20
Regatta Capital Group, LLC
INCREASED
Shares3,596 from 3,466
Change+130 (+4%)
Value$1.4M (+$92.7K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares3,585 from 4,004
Change-419 (-10%)
Value$1.4M (-$109.7K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares3,568 from 1,532
Change+2,036 (+133%)
Value$1.4M (+$788.4K)
Filed 2026-11-02
ARQ Wealth Advisors, LLC
DECREASED
Shares3,568 from 3,618
Change-50 (-1%)
Value$1.4M (-$12.6K)
Filed 2026-10-29
Sweeney & Michel, LLC
DECREASED
Shares3,558 from 3,747
Change-189 (-5%)
Value$1.4M (-$138.0K)
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED
Shares3,547 from 3,545
Change+2 (+0%)
Value$1.4M (+$44.9K)
Filed 2026-10-26
Cidel Asset Management Inc
INCREASED
Shares3,535 from 3,369
Change+166 (+5%)
Value$1.3M (+$105.2K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares3,531 from 3,114
Change+417 (+13%)
Value$1.3M (+$197.4K)
Filed 2026-11-02
Upper Left Wealth Management, LLC
INCREASED
Shares3,516 from 3,272
Change+244 (+7%)
Value$1.3M (+$133.7K)
Filed 2026-10-14
Elevatus Welath Management
DECREASED
Shares3,503 from 6,189
Change-2,686 (-43%)
Value$1.3M (-$945.8K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$1.3K (+$44)
Filed 2026-10-27
Welch & Forbes LLC
DECREASED
Shares3,492 from 3,807
Change-315 (-8%)
Value$1.3M (-$72.5K)
Filed 2026-11-04
Reynders McVeigh Capital Management, LLC
DECREASED
Shares3,478 from 3,488
Change-10 (0%)
Value$1.3M (+$39.6K)
Filed 2026-10-30
626 Financial, LLC
INCREASED
Shares3,476 from 3,445
Change+31 (+1%)
Value$1.3M (+$54.7K)
Filed 2026-11-04
American Capital Advisory, LLC
DECREASED
Shares3,469 from 3,569
Change-100 (-3%)
Value$1.3M (+$6.4K)
Filed 2026-10-28
Azzad Asset Management Inc
DECREASED
Shares3,461 from 4,350
Change-889 (-20%)
Value$1.3M (-$284.3K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,454 from 3,182
Change+272 (+9%)
Value$1.3K (-$996.9K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
INCREASED
Shares3,442 from 3,404
Change+38 (+1%)
Value$1.3M (+$59.7K)
Filed 2026-10-19
Foguth Wealth Management, Llc.
DECREASED
Shares3,436 from 3,457
Change-21 (-1%)
Value$1.3M (+$41.8K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares3,429 from 2,960
Change+469 (+16%)
Value$1.3M (+$215.5K)
Filed 2026-10-28
Childress Capital Advisors, LLC
DECREASED
Shares3,423 from 4,196
Change-773 (-18%)
Value$1.3M (-$242.3K)
Filed 2026-10-28
Madden Securities Corp
INCREASED
Shares3,417 from 2,763
Change+654 (+24%)
Value$1.3M (+$283.4K)
Filed 2026-10-27
Aspen Investment Management Inc
INCREASED
Shares3,405 from 3,389
Change+16 (+0%)
Value$1.3K (+$49)
Filed 2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares3,373 from 3,370
Change+3 (+0%)
Value$1.3M (+$43.1K)
Filed 2026-10-22
Slocum, Gordon & Co LLP
INCREASED
Shares3,359 from 3,086
Change+273 (+9%)
Value$1.3M (+$142.4K)
Filed 2026-10-19
Oceanside Advisors LLC
UNCHANGED
Shares3,355 from 3,355
Change0 (0%)
Value$1.3M (+$41.8K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$1.3M (+$41.6K)
Filed 2026-10-21
Orgel Wealth Management, LLC
UNCHANGED
Shares3,341 from 3,341
Change0 (0%)
Value$1.3M (+$41.6K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares3,335 from 2,957
Change+378 (+13%)
Value$1.3M (+$180.8K)
Filed 2026-11-03
Pacific Wealth Management
NEW
Shares3,331
Change+3,331
Value$1.3M
Filed 2026-10-05
Asset Dedication, LLC
INCREASED
Shares3,309 from 1,852
Change+1,457 (+79%)
Value$1.3M (+$578.0K)
Filed 2026-11-03
Hardin Capital Partners, LLC
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$1.3M (+$38.5K)
Filed 2026-10-09
William John Sempolinski
INCREASED
Shares3,303 from 825
Change+2,478 (+300%)
Value$1.3M (+$954.0K)
Filed 2026-10-20
Gunderson Capital Management LLC
NEW
Shares3,300
Change+3,300
Value$1.3M
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares3,290 from 3,505
Change-215 (-6%)
Value$1.3M (-$38.2K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares3,286 from 3,789
Change-503 (-13%)
Value$1.3K (-$1.4M)
Filed 2026-10-23
Clark Wealth Partners
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$1.2M (+$40.8K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares3,265 from 3,210
Change+55 (+2%)
Value$1.2M (+$60.9K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares3,264 from 3,525
Change-261 (-7%)
Value$1.2M (-$55.5K)
Filed 2026-11-04
RKL Wealth Management LLC
DECREASED
Shares3,262 from 3,275
Change-13 (0%)
Value$1.2M (+$35.9K)
Filed 2026-10-16
MBA Advisors LLC
DECREASED
Shares3,256 from 3,298
Change-42 (-1%)
Value$1.2M (+$25.1K)
Filed 2026-10-29
Clay Northam Wealth Management, LLC
DECREASED
Shares3,254 from 3,345
Change-91 (-3%)
Value$1.2M (+$7.0K)
Filed 2026-10-13
Oak Grove Capital LLC
INCREASED
Shares3,253 from 3,250
Change+3 (+0%)
Value$1.2M (+$41.6K)
Filed 2026-10-09
RMR Capital Management, LLC
UNCHANGED
Shares3,231 from 3,231
Change0 (0%)
Value$1.2M (+$40.3K)
Filed 2026-10-23
Legacy Wealth Partners, LLC
INCREASED
Shares3,223 from 2,910
Change+313 (+11%)
Value$1.2M (+$155.5K)
Filed 2026-10-15
Fortune Financial Group, Inc.
INCREASED
Shares3,205 from 3,126
Change+79 (+3%)
Value$1.2M (+$69.0K)
Filed 2026-10-22
Courage Miller Partners, LLC
NEW
Shares3,201
Change+3,201
Value$1.2M
Filed 2026-10-21
Sjbenen Advisory, LLC
INCREASED
Shares3,200 from 1,500
Change+1,700 (+113%)
Value$1.2M (+$666.5K)
Filed 2026-10-19
ZWJ Investment Counsel Inc
DECREASED
Shares3,196 from 3,353
Change-157 (-5%)
Value$1.2M (-$18.0K)
Filed 2026-10-15
Gryphon Financial Partners LLC
NEW
Shares3,185
Change+3,185
Value$1.2M
Filed 2026-11-04
Chicago Capital, LLC
INCREASED
Shares3,185 from 1,585
Change+1,600 (+101%)
Value$1.2M (+$629.1K)
Filed 2026-10-13
Activest Wealth Management
DECREASED
Shares3,184 from 4,227
Change-1,043 (-25%)
Value$1.2M (-$344.5K)
Filed 2026-10-15
Pacific Center for Financial Services
DECREASED
Shares3,175 from 3,190
Change-15 (0%)
Value$1.2M (+$34.0K)
Filed 2026-10-15
Gerald Baker Financial Group LLC
INCREASED
Shares3,169 from 3,044
Change+125 (+4%)
Value$1.2M (+$85.5K)
Filed 2026-10-09
Saxon Interests, Inc.
INCREASED
Shares3,162 from 1,945
Change+1,217 (+63%)
Value$1.2M (+$487.7K)
Filed 2026-10-26
Morton Capital Management LLC
INCREASED
Shares3,146 from 2,790
Change+356 (+13%)
Value$1.2M (+$170.3K)
Filed 2026-10-23
Synergy Asset Management, LLC
INCREASED
Shares3,139 from 2,799
Change+340 (+12%)
Value$1.2M (+$164.4K)
Filed 2026-11-05
Jmac Enterprises LLC
INCREASED
Shares3,125 from 3,025
Change+100 (+3%)
Value$1.2M (+$75.8K)
Filed 2026-10-30
IvyRock Asset Management (HK) Ltd
INCREASED
Shares3,120 from 3,000
Change+120 (+4%)
Value$1.2M (+$83.1K)
Filed 2026-11-06
SYM Financial Corp
DECREASED
Shares3,118 from 3,368
Change-250 (-7%)
Value$1.2M (-$53.2K)
Filed 2026-10-26
GGM Financial LLC
INCREASED
Shares3,110 from 2,970
Change+140 (+5%)
Value$1.2M (+$90.3K)
Filed 2026-11-05
Sentinel Pension Advisors, LLC
DECREASED
Shares3,099 from 3,116
Change-17 (-1%)
Value$1.2M (+$32.4K)
Filed 2026-11-02
Entrewealth, LLC
INCREASED
Shares3,098 from 3,058
Change+40 (+1%)
Value$1.2M (-$11.8K)
Filed 2026-10-14
Well Done, LLC
INCREASED
Shares3,091 from 2,986
Change+105 (+4%)
Value$1.2M (+$77.2K)
Filed 2026-10-20
Total Wealth Planning & Management, Inc.
INCREASED
Shares3,088 from 3,050
Change+38 (+1%)
Value$1.2M (+$52.5K)
Filed 2026-10-23
Camden National Bank
UNCHANGED
Shares3,088 from 3,088
Change0 (0%)
Value$1.2M (+$38.5K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares3,078 from 3,128
Change-50 (-2%)
Value$1.2M (+$19.9K)
Filed 2026-10-23
Sage Private Wealth Group, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$1.2M (+$38.3K)
Filed 2026-10-21
St. Louis Financial Planners Asset Management, LLC
NEW
Shares3,067
Change+3,067
Value$1.2M
Filed 2026-10-16
Luts & Greenleigh Group, Inc.
INCREASED
Shares3,066 from 2,737
Change+329 (+12%)
Value$1.2M (+$159.4K)
Filed 2026-11-05
Allen Capital Group, LLC
DECREASED
Shares3,065 from 3,142
Change-77 (-2%)
Value$1.2M (+$9.8K)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares3,052 from 3,052
Change0 (0%)
Value$1.2M (+$38.0K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED
Shares3,050 from 3,055
Change-5 (0%)
Value$1.2M (+$36.2K)
Filed 2026-10-06
Vericrest Private Wealth
INCREASED
Shares3,049 from 3,048
Change+1 (+0%)
Value$1.2M (+$38.4K)
Filed 2026-10-21
Burns J W & Co Inc
DECREASED
Shares3,045 from 3,075
Change-30 (-1%)
Value$1.2M (+$26.9K)
Filed 2026-10-20
Mirador Capital Partners LP
DECREASED
Shares3,044 from 21,558
Change-18,514 (-86%)
Value$1.2M (-$6.8M)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares3,041 from 3,258
Change-217 (-7%)
Value$1.2M (-$48.8K)
Filed 2026-10-27
Pathway Financial Advisors LLC
INCREASED
Shares3,035 from 690
Change+2,345 (+340%)
Value$1.2M (+$894.9K)
Filed 2026-10-07
Sage Mountain Advisors LLC
INCREASED
Shares3,030 from 2,994
Change+36 (+1%)
Value$1.2M (+$51.0K)
Filed 2026-11-02
Kathmere Capital Management, LLC
DECREASED
Shares3,026 from 3,057
Change-31 (-1%)
Value$1.2M (+$26.3K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$1.2M (+$37.6K)
Filed 2026-10-26
SkyOak Wealth, LLC
INCREASED
Shares3,017 from 2,992
Change+25 (+1%)
Value$1.1M (+$46.8K)
Filed 2026-10-28
Hudock, Inc.
UNCHANGED
Shares3,013 from 3,013
Change0 (0%)
Value$1.1M (+$37.5K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
INCREASED
Shares3,001 from 2,925
Change+76 (+3%)
Value$1.1M (+$65.4K)
Filed 2026-10-20
Cardinal Point Capital Management ULC
DECREASED
Shares2,998 from 3,317
Change-319 (-10%)
Value$1.1M (-$80.2K)
Filed 2026-10-21
Archer Investment Corp
INCREASED
Shares2,984 from 2,976
Change+8 (+0%)
Value$1.1M (+$40.1K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED
Shares2,979 from 2,982
Change-3 (0%)
Value$1.1M (+$36.0K)
Filed 2026-10-09
Xcel Wealth Management, LLC
DECREASED
Shares2,971 from 3,000
Change-29 (-1%)
Value$1.1M (+$26.3K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares2,951 from 1,736
Change+1,215 (+70%)
Value$1.1M (+$484.4K)
Filed 2026-11-02
Hohimer Wealth Management, LLC
DECREASED
Shares2,929 from 3,377
Change-448 (-13%)
Value$1.1M (-$128.5K)
Filed 2026-11-04
Cooper Financial Group
DECREASED
Shares2,919 from 2,938
Change-19 (-1%)
Value$1.1M (+$29.4K)
Filed 2026-10-07
Klingman & Associates, LLC
UNCHANGED
Shares2,919 from 2,919
Change0 (0%)
Value$1.1M (+$36.4K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares2,915 from 2,927
Change-12 (0%)
Value$1.1M (+$31.7K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares2,904 from 2,900
Change+4 (+0%)
Value$1.1M (+$37.7K)
Filed 2026-10-23
Jacobsen Capital Management
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$1.1M (+$36.1K)
Filed 2026-10-27
Fiduciary Alliance LLC
INCREASED
Shares2,892 from 2,883
Change+9 (+0%)
Value$1.1M (+$39.3K)
Filed 2026-10-13
Bensler, LLC
DECREASED
Shares2,888 from 3,669
Change-781 (-21%)
Value$1.1M (-$251.7K)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares2,873 from 2,804
Change+69 (+2%)
Value$1.1M (+$61.2K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
DECREASED
Shares2,867 from 2,877
Change-10 (0%)
Value$1.1M (+$32.0K)
Filed 2026-10-21
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares2,867 from 2,867
Change0 (0%)
Value$1.1M (+$35.7K)
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares2,863 from 2,992
Change-129 (-4%)
Value$1.1M (-$11.8K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$1.1M (+$35.7K)
Filed 2026-10-05
Royal Palms Capital LLC
DECREASED
Shares2,860 from 2,892
Change-32 (-1%)
Value$1.1M (+$23.8K)
Filed 2026-10-23
M. Kraus & Co
DECREASED
Shares2,860 from 2,865
Change-5 (0%)
Value$1.1M (+$33.8K)
Filed 2026-10-20
Quartz Partners, LLC
INCREASED
Shares2,859 from 1,058
Change+1,801 (+170%)
Value$1.1M (+$699.1K)
Filed 2026-11-03
Capital City Trust Co
INCREASED
Shares2,856 from 1,516
Change+1,340 (+88%)
Value$1.1M (+$529.2K)
Filed 2026-10-22
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$1.1M (+$35.6K)
Filed 2026-10-29
Accelerate Investment Advisors LLC
INCREASED
Shares2,845 from 2,828
Change+17 (+1%)
Value$1.1M (+$41.6K)
Filed 2026-11-02
55 North Private Wealth, LLC
UNCHANGED
Shares2,845 from 2,845
Change0 (0%)
Value$1.1M (+$35.4K)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares2,838 from 2,888
Change-50 (-2%)
Value$1.1K (-$1.1M)
Filed 2026-10-29
Revisor Wealth Management LLC
INCREASED
Shares2,834 from 1,497
Change+1,337 (+89%)
Value$1.1M (+$530.5K)
Filed 2026-10-20
Guardian Asset Advisors, LLC
INCREASED
Shares2,833 from 1,778
Change+1,055 (+59%)
Value$1.1M (+$425.6K)
Filed 2026-10-16
Marino, Stram & Associates LLC
INCREASED
Shares2,833 from 2,828
Change+5 (+0%)
Value$1.1M (+$37.1K)
Filed 2026-10-22
WT Wealth Management
INCREASED
Shares2,827 from 2,746
Change+81 (+3%)
Value$1.1M (+$65.1K)
Filed 2026-10-13
Flagstar Securities, Inc
DECREASED
Shares2,819 from 4,001
Change-1,182 (-30%)
Value$1.1M (-$400.3K)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED
Shares2,817 from 2,682
Change+135 (+5%)
Value$1.1M (+$84.8K)
Filed 2026-10-13
Private Client Services, LLC
DECREASED
Shares2,811 from 3,763
Change-952 (-25%)
Value$1.1M (-$315.5K)
Filed 2026-10-02
Bokf, NA
INCREASED
Shares2,805 from 1,755
Change+1,050 (+60%)
Value$1.1M (+$421.7K)
Filed 2026-10-27
Rakuten Securities, Inc.
DECREASED
Shares2,805 from 3,169
Change-364 (-11%)
Value$1.1M (-$99.1K)
Filed 2026-11-02
Hartford Financial Management Inc.
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$1.1M (+$35.0K)
Filed 2026-10-21
Granite FO LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$1.1M (+$34.9K)
Filed 2026-10-14
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$1.1M (+$34.9K)
Filed 2026-10-22
Harmony Asset Management LLC
DECREASED
Shares2,799 from 2,813
Change-14 (0%)
Value$1.1M (+$29.7K)
Filed 2026-10-20
Whalen Wealth Management Inc.
INCREASED
Shares2,797 from 1,904
Change+893 (+47%)
Value$1.1M (+$363.8K)
Filed 2026-10-08
Breakwater Investment Management
DECREASED
Shares2,792 from 2,903
Change-111 (-4%)
Value$1.1M (-$6.0K)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
INCREASED
Shares2,788 from 2,580
Change+208 (+8%)
Value$1.1M (+$111.6K)
Filed 2026-10-08
Compass Wealth Management LLC
INCREASED
Shares2,787 from 2,762
Change+25 (+1%)
Value$1.1M (+$43.9K)
Filed 2026-10-22
BostonPremier Wealth LLC
INCREASED
Shares2,782 from 2,724
Change+58 (+2%)
Value$1.1M (+$56.0K)
Filed 2026-10-16
Jessup Wealth Management, Inc
INCREASED
Shares2,780 from 662
Change+2,118 (+320%)
Value$1.1M (+$814.9K)
Filed 2026-10-20
Finivi Inc.
INCREASED
Shares2,770 from 2,767
Change+3 (+0%)
Value$1.1M (+$35.6K)
Filed 2026-10-13
Smith Shellnut Wilson LLC
DECREASED
Shares2,763 from 3,272
Change-509 (-16%)
Value$1.1M (-$153.1K)
Filed 2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares2,746 from 2,746
Change0 (0%)
Value$1.0M (+$34.2K)
Filed 2026-11-06
LAM Group, Inc.
DECREASED
Shares2,745 from 2,755
Change-10 (0%)
Value$1.0M (+$30.5K)
Filed 2026-10-26
One Day In July LLC
INCREASED
Shares2,724 from 2,689
Change+35 (+1%)
Value$1.0M (+$46.8K)
Filed 2026-10-30
Fortress Financial Solutions, LLC
NEW
Shares2,723
Change+2,723
Value$1.0M
Filed 2026-10-14
Single Point Partners, LLC
INCREASED
Shares2,723 from 2,710
Change+13 (+0%)
Value$1.0M (+$38.6K)
Filed 2026-10-19
Cambridge Advisors Inc.
DECREASED
Shares2,720 from 2,740
Change-20 (-1%)
Value$1.0M (+$26.5K)
Filed 2026-10-19
Royal Fund Management, LLC
DECREASED
Shares2,717 from 16,863
Change-14,146 (-84%)
Value$1.0M (-$5.2M)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares2,717 from 2,574
Change+143 (+6%)
Value$1.0M (+$86.5K)
Filed 2026-10-15
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$1.0K (+$33)
Filed 2026-10-14
Revolve Wealth Partners, LLC
DECREASED
Shares2,713 from 2,934
Change-221 (-8%)
Value$1.0M (-$47.6K)
Filed 2026-10-23
MN Wealth Advisors, LLC
INCREASED
Shares2,702 from 2,527
Change+175 (+7%)
Value$1.0M (+$98.1K)
Filed 2026-10-23
Autumn Glory Partners, LLC
DECREASED
Shares2,700 from 2,733
Change-33 (-1%)
Value$1.0M (+$21.5K)
Filed 2026-10-26
MBE Wealth Management, LLC
INCREASED
Shares2,696 from 2,586
Change+110 (+4%)
Value$1.0M (+$74.1K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$1.0M (+$24.1K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares2,681 from 2,713
Change-32 (-1%)
Value$1.0M (+$21.6K)
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$984.3K ($0)
Filed 2026-10-06
Wilkins Miller Wealth Management, LLC
INCREASED
Shares2,669 from 2,657
Change+12 (+0%)
Value$1.0M (+$37.7K)
Filed 2026-10-13
VVR Holdings LLC
DECREASED
Shares2,668 from 10,808
Change-8,140 (-75%)
Value$1.0M (-$3.0M)
Filed 2026-10-19
Cresta Advisors, Ltd.
UNCHANGED
Shares2,666 from 2,666
Change0 (0%)
Value$1.0M (+$33.2K)
Filed 2026-10-14
Diversified Trust Co
INCREASED
Shares2,665 from 2,025
Change+640 (+32%)
Value$1.0M (+$269.0K)
Filed 2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,664 from 2,664
Change0 (0%)
Value$1.0M (+$33.2K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
INCREASED
Shares2,660 from 2,302
Change+358 (+16%)
Value$1.0M (+$165.0K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares2,646 from 2,659
Change-13 (0%)
Value$1.0M (+$28.2K)
Filed 2026-10-15
Nfsg Corp
DECREASED
Shares2,636 from 3,576
Change-940 (-26%)
Value$1.0M (-$313.4K)
Filed 2026-10-15
Thompson Davis & Co., Inc.
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$1.0M (+$32.8K)
Filed 2026-11-05
Richmond Investment Services, LLC
DECREASED
Shares2,634 from 3,057
Change-423 (-14%)
Value$1.0M (-$123.0K)
Filed 2026-10-29
180 Wealth Advisors, LLC
INCREASED
Shares2,633 from 2,612
Change+21 (+1%)
Value$1.0M (+$40.6K)
Filed 2026-11-03
Stone Wealth Partners
INCREASED
Shares2,630 from 1,328
Change+1,302 (+98%)
Value$1.0M (+$515.1K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares2,630 from 2,660
Change-30 (-1%)
Value$1.0M (+$21.7K)
Filed 2026-11-03
Transcendent Capital Group LLC
INCREASED
Shares2,621 from 2,156
Change+465 (+22%)
Value$998.2K (+$204.0K)
Filed 2026-10-28
Heritage Investment Group, Inc.
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$994.4K (+$32.5K)
Filed 2026-11-03
Kanawha Capital Management LLC
DECREASED
Shares2,596 from 2,671
Change-75 (-3%)
Value$988.7K (+$4.7K)
Filed 2026-10-19
Bucket List Wealth Management, LLC
INCREASED
Shares2,596 from 2,588
Change+8 (+0%)
Value$988.7K (+$35.3K)
Filed 2026-10-22
WealthSpring Partners, LLC
DECREASED
Shares2,593 from 2,602
Change-9 (0%)
Value$987.4K (+$29.0K)
Filed 2026-10-14
Corps Capital Advisors, LLC
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$987.5K (+$32.3K)
Filed 2026-11-05
Tarbox Family Office, Inc.
INCREASED
Shares2,592 from 2,029
Change+563 (+28%)
Value$987.1K (+$239.7K)
Filed 2026-10-23
Net Worth Advisory Group
INCREASED
Shares2,582 from 2,348
Change+234 (+10%)
Value$988.3K (+$123.2K)
Filed 2026-10-20
Essex Bank
DECREASED
Shares2,582 from 2,609
Change-27 (-1%)
Value$983.3K (+$22.2K)
Filed 2026-10-16
Milestone Asset Management, LLC
DECREASED
Shares2,580 from 5,696
Change-3,116 (-55%)
Value$982.8K (-$1.1M)
Filed 2026-10-15
Post Resch Tallon Group Inc.
INCREASED
Shares2,570 from 2,472
Change+98 (+4%)
Value$978.8K (+$68.1K)
Filed 2026-10-09
Destiny Capital Corp
DECREASED
Shares2,560 from 2,618
Change-58 (-2%)
Value$975.0K (+$10.4K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,550 from 2,184
Change+366 (+17%)
Value$971.0K (+$166.4K)
Filed 2026-10-27
GW Henssler & Associates LTD
DECREASED
Shares2,524 from 2,664
Change-140 (-5%)
Value$961.2K (-$20.1K)
Filed 2026-10-26
Cordatus Wealth Management LLC
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$960.1K (+$31.4K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares2,513 from 3,585
Change-1,072 (-30%)
Value$957.1K (-$363.6K)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,511 from 2,441
Change+70 (+3%)
Value$956.3K (+$57.1K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
INCREASED
Shares2,505 from 1,960
Change+545 (+28%)
Value$954.0K (+$232.0K)
Filed 2026-11-05
Forza Wealth Management, LLC
DECREASED
Shares2,496 from 2,510
Change-14 (-1%)
Value$950.6K (+$25.9K)
Filed 2026-10-20
Archford Capital Strategies, LLC
UNCHANGED
Shares2,492 from 2,492
Change0 (0%)
Value$949.1K (+$31.1K)
Filed 2026-10-19
Sage Financial Group Inc
INCREASED
Shares2,480 from 1,090
Change+1,390 (+128%)
Value$944.3K (+$542.9K)
Filed 2026-10-27
Tennessee Valley Asset Management Partners
DECREASED
Shares2,479 from 2,530
Change-51 (-2%)
Value$944.1K (+$12.1K)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares2,477 from 1,975
Change+502 (+25%)
Value$943.2K (+$215.7K)
Filed 2026-10-16
Cypress Capital Group
INCREASED
Shares2,476 from 1,827
Change+649 (+36%)
Value$943.0K (+$269.9K)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares2,467 from 1,458
Change+1,009 (+69%)
Value$939.7K (+$402.6K)
Filed 2026-11-06
Atwater Malick LLC
DECREASED
Shares2,458 from 2,764
Change-306 (-11%)
Value$936.1K (-$82.1K)
Filed 2026-10-15
Pavion Blue Capital, LLC
DECREASED
Shares2,448 from 2,461
Change-13 (-1%)
Value$932.3K (+$25.7K)
Filed 2026-11-05
August Group Capital Ltd
DECREASED
Shares2,434 from 2,622
Change-188 (-7%)
Value$926.6K (-$38.9K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares2,434 from 2,323
Change+111 (+5%)
Value$927.0K (+$71.2K)
Filed 2026-11-05
Nemes Rush Group LLC
INCREASED
Shares2,434 from 2,415
Change+19 (+1%)
Value$927.0K (+$37.3K)
Filed 2026-11-04
Byrne Asset Management LLC
DECREASED
Shares2,419 from 2,581
Change-162 (-6%)
Value$925.9K (-$24.9K)
Filed 2026-10-06
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$920.1K (+$30.1K)
Filed 2026-10-27
Kellett Wealth Advisors, LLC
INCREASED
Shares2,395 from 1,972
Change+423 (+21%)
Value$912.1K (+$185.7K)
Filed 2026-10-15
Wespac Advisors, LLC
INCREASED
Shares2,383 from 1,685
Change+698 (+41%)
Value$907.5K (+$286.8K)
Filed 2026-10-26
Southland Equity Partners LLC
DECREASED
Shares2,381 from 2,391
Change-10 (0%)
Value$906.8K (+$26.0K)
Filed 2026-10-14
Successful Portfolios LLC
DECREASED
Shares2,378 from 2,475
Change-97 (-4%)
Value$902.7K (-$31.3K)
Filed 2026-10-09
Strategic Advisors LLC
INCREASED
Shares2,370 from 2,298
Change+72 (+3%)
Value$902.6K (+$56.1K)
Filed 2026-10-13
Greenleaf Trust
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$899.2K (+$29.4K)
Filed 2026-10-29
Plimoth Trust Co LLC
DECREASED
Shares2,356 from 2,361
Change-5 (0%)
Value$897.3K (+$27.5K)
Filed 2026-10-26
Allegheny Financial Group
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$897.6K (+$29.4K)
Filed 2026-11-05
Capital Advantage, Inc.
INCREASED
Shares2,353 from 2,041
Change+312 (+15%)
Value$896.2K (+$144.3K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$896.1K (+$29.3K)
Filed 2026-10-26
Searle & Co.
INCREASED
Shares2,350 from 2,150
Change+200 (+9%)
Value$895.0K (+$103.0K)
Filed 2026-11-04
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$895.0K (+$29.3K)
Filed 2026-10-16
Robinswood Financial LLC
DECREASED
Shares2,348 from 2,359
Change-11 (0%)
Value$891.5K (+$22.5K)
Filed 2026-10-20
jvl associates llc
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$892.7K (+$29.2K)
Filed 2026-10-09
Wealth Effects LLC
INCREASED
Shares2,339 from 1,127
Change+1,212 (+108%)
Value$890.8K (+$475.6K)
Filed 2026-10-23
Wealth Preservation Advisors, LLC
INCREASED
Shares2,339 from 2,120
Change+219 (+10%)
Value$890.7K (+$109.8K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares2,338 from 2,281
Change+57 (+3%)
Value$890.4K (+$50.1K)
Filed 2026-11-04
Old Port Advisors
DECREASED
Shares2,336 from 2,402
Change-66 (-3%)
Value$889.6K (+$4.8K)
Filed 2026-10-23
James J. Burns & Company, LLC
DECREASED
Shares2,327 from 2,410
Change-83 (-3%)
Value$886.2K (-$1.6K)
Filed 2026-10-22
Abacus Planning Group, Inc.
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$885.1K (+$29.0K)
Filed 2026-11-02
Realta Investment Advisors
INCREASED
Shares2,310 from 2,039
Change+271 (+13%)
Value$879.7K (+$128.6K)
Filed 2026-10-14
Investment House LLC
INCREASED
Shares2,291 from 2,168
Change+123 (+6%)
Value$872.5K (+$73.9K)
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED
Shares2,287 from 48
Change+2,239 (+4665%)
Value$871.0K (+$853.3K)
Filed 2026-10-27
Ethic Inc.
INCREASED
Shares2,286 from 813
Change+1,473 (+181%)
Value$870.6K (+$571.1K)
Filed 2026-11-03
Ebert Capital Management Inc.
INCREASED
Shares2,285 from 1,317
Change+968 (+74%)
Value$870.2K (+$385.1K)
Filed 2026-10-08
Stirlingshire Investments, Inc.
INCREASED
Shares2,284 from 2,191
Change+93 (+4%)
Value$869.7K (+$62.5K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares2,280 from 1,555
Change+725 (+47%)
Value$868.4K (+$295.5K)
Filed 2026-10-22
Principal Financial Group Inc
UNCHANGED
Shares2,276 from 2,276
Change0 (0%)
Value$866.8K (+$28.4K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares2,260 from 2,206
Change+54 (+2%)
Value$860.7K (+$48.1K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,255 from 2,460
Change-205 (-8%)
Value$858.8K (-$47.5K)
Filed 2026-10-14
Grandfield & Dodd, LLC
UNCHANGED
Shares2,254 from 2,254
Change0 (0%)
Value$858.4K (+$28.1K)
Filed 2026-10-29
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares2,251 from 3,638
Change-1,387 (-38%)
Value$857.3K (-$482.9K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$853.8K (+$27.9K)
Filed 2026-11-04
MTM Investment Management, LLC
INCREASED
Shares2,238 from 2,188
Change+50 (+2%)
Value$852.3K (+$46.3K)
Filed 2026-10-30
Finward Bancorp
INCREASED
Shares2,236 from 2,220
Change+16 (+1%)
Value$851.6K (+$33.8K)
Filed 2026-10-14
Arcataur Capital Management LLC
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$850.4K (+$27.8K)
Filed 2026-10-21
Global View Capital Management LLC
DECREASED
Shares2,232 from 2,540
Change-308 (-12%)
Value$850.0K (-$85.7K)
Filed 2026-10-28
West Paces Advisors Inc.
DECREASED
Shares2,224 from 2,258
Change-34 (-2%)
Value$847.0K (+$15.2K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares2,216 from 1,283
Change+933 (+73%)
Value$788.4K (+$317.4K)
Filed 2026-11-03
Winch Advisory Services, LLC
DECREASED
Shares2,203 from 2,273
Change-70 (-3%)
Value$838.8K (+$1.5K)
Filed 2026-11-06
Frederick Financial Consultants, LLC
INCREASED
Shares2,196 from 2,085
Change+111 (+5%)
Value$836.3K (+$68.3K)
Filed 2026-10-29
Wincap Financial LLC
INCREASED
Shares2,193 from 1,239
Change+954 (+77%)
Value$835.2K (+$378.8K)
Filed 2026-10-20
JBR Co Financial Management Inc
DECREASED
Shares2,184 from 2,191
Change-7 (0%)
Value$809.4K (+$2.3K)
Filed 2026-10-13
Range Financial Group LLC
INCREASED
Shares2,178 from 2,111
Change+67 (+3%)
Value$829.5K (+$51.8K)
Filed 2026-10-21
Archvest Wealth Advisors, Inc.
DECREASED
Shares2,172 from 2,214
Change-42 (-2%)
Value$827.2K (+$11.6K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,171 from 2,121
Change+50 (+2%)
Value$826.8K (+$45.5K)
Filed 2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares2,166 from 2,156
Change+10 (+0%)
Value$824.9K (+$30.7K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
INCREASED
Shares2,159 from 1,775
Change+384 (+22%)
Value$822.2K (+$168.4K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares2,155 from 1,066
Change+1,089 (+102%)
Value$820.7K (+$428.0K)
Filed 2026-10-14
TME Financial, Inc.
DECREASED
Shares2,149 from 2,154
Change-5 (0%)
Value$818.4K (+$24.9K)
Filed 2026-10-14
Signature Wealth Management Partners, LLC
INCREASED
Shares2,147 from 1,740
Change+407 (+23%)
Value$817.6K (+$176.6K)
Filed 2026-10-21
Vaughan David Investments LLC
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$818 (-$790.2K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares2,144 from 2,176
Change-32 (-1%)
Value$816.6K (+$15.1K)
Filed 2026-10-22
Albion Financial Group
UNCHANGED
Shares2,144 from 2,144
Change0 (0%)
Value$816.5K (+$26.7K)
Filed 2026-10-21
Frontier Asset Management, LLC
DECREASED
Shares2,138 from 2,306
Change-168 (-7%)
Value$814.2K (-$35.2K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
DECREASED
Shares2,133 from 2,182
Change-49 (-2%)
Value$812.3K (+$8.5K)
Filed 2026-10-22
Wolff Financial Management LLC
UNCHANGED
Shares2,132 from 2,132
Change0 (0%)
Value$812.0K (+$26.6K)
Filed 2026-10-23
Strategic Advocates LLC
INCREASED
Shares2,124 from 2,095
Change+29 (+1%)
Value$808.9K (+$37.1K)
Filed 2026-11-03
Eagle Capital Management, LLC
INCREASED
Shares2,124 from 2,104
Change+20 (+1%)
Value$809 (+$34)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares2,121 from 1,818
Change+303 (+17%)
Value$803.1K (+$117.6K)
Filed 2026-10-09
Financial Planning Hawaii, Inc.
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$801.7K (+$26.2K)
Filed 2026-10-13
Wealthstar Advisors, LLC
INCREASED
Shares2,103 from 2,083
Change+20 (+1%)
Value$801.0K (+$33.6K)
Filed 2026-10-19
Keudell ison Wealth Management
DECREASED
Shares2,087 from 2,187
Change-100 (-5%)
Value$794.8K (-$10.8K)
Filed 2026-10-16
Knuff & Co LLC
INCREASED
Shares2,085 from 1,485
Change+600 (+40%)
Value$794.1K (+$247.0K)
Filed 2026-11-06
Rockwood Wealth Management, LLC
DECREASED
Shares2,083 from 2,238
Change-155 (-7%)
Value$793.3K (-$31.1K)
Filed 2026-10-27
Vestor Capital, LLC
INCREASED
Shares2,079 from 257
Change+1,822 (+709%)
Value$266 (+$201)
Filed 2026-11-04
Lockerman Financial Group, Inc.
INCREASED
Shares2,078 from 1,635
Change+443 (+27%)
Value$791.4K (+$189.1K)
Filed 2026-10-19
Wells Financial Advisors Inc
DECREASED
Shares2,078 from 2,224
Change-146 (-7%)
Value$791.4K (-$27.9K)
Filed 2026-11-02
Romano Brothers and Company
UNCHANGED
Shares2,069 from 2,069
Change0 (0%)
Value$788.0K (+$25.8K)
Filed 2026-10-22
Alternative Investment Advisors, Llc.
DECREASED
Shares2,068 from 2,069
Change-1 (0%)
Value$787.6K (+$25.4K)
Filed 2026-11-03
Integrity Wealth Partners, LLC
NEW
Shares2,067
Change+2,067
Value$787.2K
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares2,067 from 1,557
Change+510 (+33%)
Value$787.2K (+$213.6K)
Filed 2026-10-14
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,067 from 2,067
Change0 (0%)
Value$787.2K (+$25.8K)
Filed 2026-10-07
Private Management Group Inc
INCREASED
Shares2,058 from 2,051
Change+7 (+0%)
Value$783.8K (+$28.2K)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$757.4K ($0)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$782.6K (+$25.6K)
Filed 2026-10-21
Lesa Sroufe & Co
DECREASED
Shares2,050 from 2,124
Change-74 (-3%)
Value$781 (-$781.2K)
Filed 2026-10-29
Tactive Advisors, LLC
DECREASED
Shares2,045 from 3,910
Change-1,865 (-48%)
Value$778.8K (-$661.5K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
INCREASED
Shares2,043 from 1,750
Change+293 (+17%)
Value$778.1K (+$133.4K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
INCREASED
Shares2,035 from 1,430
Change+605 (+42%)
Value$775.0K (+$248.2K)
Filed 2026-10-16
Stonehearth Capital Management, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$773.1K (+$25.3K)
Filed 2026-10-13
CWS Financial Advisors, LLC
UNCHANGED
Shares2,027 from 2,027
Change0 (0%)
Value$772.0K (+$25.3K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
INCREASED
Shares2,025 from 1,747
Change+278 (+16%)
Value$771.2K (+$127.6K)
Filed 2026-10-23
First Financial Bank - Trust Division
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$771.2K (+$25.2K)
Filed 2026-10-01
TCI Wealth Advisors, Inc.
DECREASED
Shares2,020 from 2,261
Change-241 (-11%)
Value$769.3K (-$63.6K)
Filed 2026-10-30
SMI Advisory Services, LLC
DECREASED
Shares2,016 from 2,939
Change-923 (-31%)
Value$775.3K (-$347.8K)
Filed 2026-10-13
Alkeme Wealth, LLC
DECREASED
Shares2,011 from 2,082
Change-71 (-3%)
Value$765.9K (-$1.1K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED
Shares2,008 from 1,946
Change+62 (+3%)
Value$764.7K (+$47.9K)
Filed 2026-10-30
StrongBox Wealth, LLC
INCREASED
Shares2,008 from 1,949
Change+59 (+3%)
Value$764.7K (+$46.8K)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares1,993 from 7,417
Change-5,424 (-73%)
Value$759.1K (-$358.2K)
Filed 2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,993 from 1,993
Change0 (0%)
Value$759.0K (+$24.8K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares1,992 from 996
Change+996 (+100%)
Value$758.6K (+$391.7K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
DECREASED
Shares1,990 from 2,011
Change-21 (-1%)
Value$757.9K (+$17.1K)
Filed 2026-10-15
Ledyard National Bank
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$756.7K (+$24.8K)
Filed 2026-10-21
Calder Financial LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$752.2K (+$24.6K)
Filed 2026-10-13
Telos Capital Management, Inc.
DECREASED
Shares1,974 from 2,405
Change-431 (-18%)
Value$751.8K (-$134.2K)
Filed 2026-11-02
Midwest Financial Network, LLC
DECREASED
Shares1,973 from 2,519
Change-546 (-22%)
Value$751.2K (-$176.9K)
Filed 2026-10-13
Earned Wealth Advisors, LLC
DECREASED
Shares1,967 from 2,005
Change-38 (-2%)
Value$749.1K (+$10.5K)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares1,966 from 2,128
Change-162 (-8%)
Value$748.7K (-$35.2K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
INCREASED
Shares1,965 from 1,907
Change+58 (+3%)
Value$748.4K (+$45.9K)
Filed 2026-10-20
Davis Investment Partners, LLC
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$748.0K (+$24.5K)
Filed 2026-11-05
Diesslin Group, Inc.
INCREASED
Shares1,960 from 1,956
Change+4 (+0%)
Value$746.4K (+$25.9K)
Filed 2026-10-14
Clarus Group, Inc.
INCREASED
Shares1,958 from 1,940
Change+18 (+1%)
Value$745.7K (+$31.0K)
Filed 2026-10-21
Adirondack Trust Co
INCREASED
Shares1,956 from 1,902
Change+54 (+3%)
Value$744.9K (+$44.2K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares1,950 from 1,943
Change+7 (+0%)
Value$742.8K (+$26.9K)
Filed 2026-10-08
Essex LLC
INCREASED
Shares1,947 from 1,847
Change+100 (+5%)
Value$741.5K (+$61.1K)
Filed 2026-10-14
Formidable Asset Management, LLC
DECREASED
Shares1,946 from 1,951
Change-5 (0%)
Value$716.9K (-$122.6K)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
DECREASED
Shares1,934 from 1,999
Change-65 (-3%)
Value$736.5K (+$153)
Filed 2026-11-03
Chatham Capital Group, Inc.
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$733.1K (+$24.0K)
Filed 2026-10-16
Purus Wealth Management, LLC
DECREASED
Shares1,924 from 1,983
Change-59 (-3%)
Value$732.7K (+$2.2K)
Filed 2026-10-15
Linscomb Wealth, Inc.
DECREASED
Shares1,923 from 1,928
Change-5 (0%)
Value$732.4K (+$22.1K)
Filed 2026-11-05
Rinkey Investments
DECREASED
Shares1,921 from 1,955
Change-34 (-2%)
Value$731.6K (+$11.4K)
Filed 2026-10-28
Wernau Asset Management Inc.
INCREASED
Shares1,919 from 1,911
Change+8 (+0%)
Value$731.2K (+$27.1K)
Filed 2026-10-19
Bryant Woods Investment Advisors, LLC
NEW
Shares1,915
Change+1,915
Value$729.3K
Filed 2026-10-26
IFC & Insurance Marketing, Inc.
INCREASED
Shares1,913 from 1,670
Change+243 (+15%)
Value$728.5K (+$113.4K)
Filed 2026-10-16
Hendershot Investments Inc.
DECREASED
Shares1,907 from 1,975
Change-68 (-3%)
Value$726.3K (-$1.3K)
Filed 2026-11-05
Monument Capital Management
DECREASED
Shares1,907 from 1,914
Change-7 (0%)
Value$726.3K (+$21.2K)
Filed 2026-10-09
Duncker Streett & Co Inc
INCREASED
Shares1,899 from 1,746
Change+153 (+9%)
Value$723.2K (+$80.0K)
Filed 2026-10-27
Enclave Advisors LLC
NEW
Shares1,888
Change+1,888
Value$719.0K
Filed 2026-10-14
Avaii Wealth Management, LLC
DECREASED
Shares1,886 from 2,064
Change-178 (-9%)
Value$716.8K (-$43.4K)
Filed 2026-10-09
Howard Financial Services, Ltd.
DECREASED
Shares1,877 from 2,113
Change-236 (-11%)
Value$714.8K (-$63.6K)
Filed 2026-10-15
Cutler Investment Counsel LLC
DECREASED
Shares1,874 from 1,988
Change-114 (-6%)
Value$713.7K (-$18.6K)
Filed 2026-10-28
M Wealth Management, LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$710.3K (+$23.2K)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares1,862 from 1,945
Change-83 (-4%)
Value$709.1K (-$7.4K)
Filed 2026-10-29
Pines Wealth Management, LLC
UNCHANGED
Shares1,851 from 1,851
Change0 (0%)
Value$704.9K (+$23.1K)
Filed 2026-10-21
L.K. Benson & Company, P.C.
INCREASED
Shares1,846 from 1,360
Change+486 (+36%)
Value$703.2K (+$202.2K)
Filed 2026-10-23
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares1,840 from 1,715
Change+125 (+7%)
Value$700.7K (-$37.2K)
Filed 2026-10-14
Bull Street Advisors, LLC
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$696 (-$672.3K)
Filed 2026-10-20
Markowski Investments
INCREASED
Shares1,825 from 1,720
Change+105 (+6%)
Value$695.0K (+$61.4K)
Filed 2026-10-30
Parisi Gray Wealth Management
INCREASED
Shares1,822 from 1,540
Change+282 (+18%)
Value$694.0K (+$126.8K)
Filed 2026-10-16
4J Wealth Management LLC
INCREASED
Shares1,822 from 1,802
Change+20 (+1%)
Value$693.9K (+$30.1K)
Filed 2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$692.0K (+$22.6K)
Filed 2026-10-21
Gen-Wealth Partners Inc
DECREASED
Shares1,816 from 2,941
Change-1,125 (-38%)
Value$691.6K (-$391.8K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares1,813 from 1,875
Change-62 (-3%)
Value$690.4K (-$100)
Filed 2026-10-22
Vaquero Private Wealth, LTD
DECREASED
Shares1,808 from 2,306
Change-498 (-22%)
Value$688.6K (-$160.9K)
Filed 2026-10-27
LifeGuide Financial Advisors, LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$687.9K (+$22.6K)
Filed 2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares1,800 from 1,826
Change-26 (-1%)
Value$685.5K (+$12.9K)
Filed 2026-10-20
MKT Advisors LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$681.1K (+$2.0K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
INCREASED
Shares1,798 from 1,648
Change+150 (+9%)
Value$684.8K (+$77.7K)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
DECREASED
Shares1,798 from 1,801
Change-3 (0%)
Value$684.8K (+$21.3K)
Filed 2026-10-20
GK Wealth Management LLC
INCREASED
Shares1,796 from 1,267
Change+529 (+42%)
Value$684.1K (+$217.3K)
Filed 2026-10-09
CLG LLC
DECREASED
Shares1,791 from 1,807
Change-16 (-1%)
Value$682.3K (+$16.6K)
Filed 2026-10-13
Capital CS Group, LLC
INCREASED
Shares1,787 from 717
Change+1,070 (+149%)
Value$680.4K (+$416.2K)
Filed 2026-10-29
Novem Group
DECREASED
Shares1,778 from 1,880
Change-102 (-5%)
Value$677.1K (-$15.4K)
Filed 2026-10-19
Alhambra Investment Management LLC
INCREASED
Shares1,774 from 1,721
Change+53 (+3%)
Value$675.6K (+$41.6K)
Filed 2026-10-15
Windsor Capital Management, LLC
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$675.2K (+$22.1K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares1,771 from 1,746
Change+25 (+1%)
Value$674.5K (+$31.3K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares1,771 from 1,759
Change+12 (+1%)
Value$674.5K (+$26.5K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
DECREASED
Shares1,767 from 1,826
Change-59 (-3%)
Value$673.0K (+$387)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
INCREASED
Shares1,767 from 1,724
Change+43 (+2%)
Value$672.9K (+$37.9K)
Filed 2026-10-09
Q3 Asset Management
INCREASED
Shares1,760 from 759
Change+1,001 (+132%)
Value$670 (-$278.3K)
Filed 2026-11-06
DBK Financial Counsel, LLC
INCREASED
Shares1,757 from 1,756
Change+1 (+0%)
Value$669.1K (+$22.3K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares1,752 from 3,309
Change-1,557 (-47%)
Value$668.7K (-$550.3K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares1,749
Change+1,749
Value$666.2K
Filed 2026-10-27
Human Investing LLC
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$665.7K (+$21.8K)
Filed 2026-10-19
Aspen Wealth Management LLC
DECREASED
Shares1,733 from 1,736
Change-3 (0%)
Value$660.0K (+$20.5K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$660.0K (+$21.6K)
Filed 2026-10-16
First United Bank & Trust
DECREASED
Shares1,727 from 4,008
Change-2,281 (-57%)
Value$657.7K (-$818.8K)
Filed 2026-10-22
Fortress Financial Group, LLC
UNCHANGED
Shares1,727 from 1,727
Change0 (0%)
Value$657.7K (+$21.5K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares1,722 from 2,228
Change-506 (-23%)
Value$655.8K (-$164.9K)
Filed 2026-10-16
KPP Advisory Services LLC
INCREASED
Shares1,721 from 1,679
Change+42 (+3%)
Value$655.4K (+$36.9K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares1,718 from 1,484
Change+234 (+16%)
Value$655 (-$546.3K)
Filed 2026-10-26
Bell Bank
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$654.3K (+$21.4K)
Filed 2026-10-21
AmeriServ Wealth Advisors
DECREASED
Shares1,717 from 1,951
Change-234 (-12%)
Value$653.9K (-$64.8K)
Filed 2026-10-21
Tectonic Advisors LLC
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$653.5K (+$21.4K)
Filed 2026-10-22
Artemis Wealth Advisors, LLC
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$649.7K (+$21.3K)
Filed 2026-11-05
Marathon Wealth Advisors LLC
INCREASED
Shares1,702 from 1,208
Change+494 (+41%)
Value$648.1K (+$203.2K)
Filed 2026-11-04
Aviance Capital Partners, LLC
DECREASED
Shares1,698 from 1,921
Change-223 (-12%)
Value$646.7K (-$61.0K)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares1,695 from 1,510
Change+185 (+12%)
Value$645.5K (+$89.3K)
Filed 2026-10-13
Foster Group, Inc.
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$645.1K (+$21.1K)
Filed 2026-10-13
Global Wealth Management, LLC
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$645.1K (+$21.1K)
Filed 2026-10-15
TrustWell Financial Advisors, LLC
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$644.8K (+$21.1K)
Filed 2026-10-15
Wealth Management Partners, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$643.6K (+$21.1K)
Filed 2026-10-21
Manchester Financial Inc
DECREASED
Shares1,689 from 1,704
Change-15 (-1%)
Value$643.1K (+$15.4K)
Filed 2026-10-15
Crane Advisory, LLC
DECREASED
Shares1,687 from 2,108
Change-421 (-20%)
Value$640.3K (-$129.0K)
Filed 2026-10-13
Ticino Wealth
DECREASED
Shares1,686 from 1,691
Change-5 (0%)
Value$642.1K (+$19.2K)
Filed 2026-10-13
Sprinkle Financial Consultants LLC
DECREASED
Shares1,684 from 1,690
Change-6 (0%)
Value$641.3K (+$18.8K)
Filed 2026-10-09
Auxano Advisors, LLC
DECREASED
Shares1,682 from 1,734
Change-52 (-3%)
Value$640.6K (+$1.8K)
Filed 2026-11-06
Paragon Capital Management Ltd
DECREASED
Shares1,679 from 1,693
Change-14 (-1%)
Value$639.4K (+$15.8K)
Filed 2026-10-09
North Capital, Inc.
DECREASED
Shares1,676 from 2,076
Change-400 (-19%)
Value$639.7K (-$125.1K)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED
Shares1,674 from 1,833
Change-159 (-9%)
Value$637.5K (-$37.7K)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares1,672 from 2,635
Change-963 (-37%)
Value$636.8K (-$333.9K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares1,672 from 1,274
Change+398 (+31%)
Value$636.8K (+$167.4K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
DECREASED
Shares1,668 from 1,681
Change-13 (-1%)
Value$635.2K (+$16.0K)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares1,658 from 1,450
Change+208 (+14%)
Value$631.4K (+$97.3K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
INCREASED
Shares1,655 from 1,427
Change+228 (+16%)
Value$630.3K (+$104.6K)
Filed 2026-10-19
Mengis Capital Management, Inc.
INCREASED
Shares1,655 from 1,455
Change+200 (+14%)
Value$630.3K (+$94.3K)
Filed 2026-10-13
Family Office Research LLC
DECREASED
Shares1,647 from 1,648
Change-1 (0%)
Value$627.6K (+$20.5K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
INCREASED
Shares1,646 from 1,629
Change+17 (+1%)
Value$626.9K (+$26.8K)
Filed 2026-10-09
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,646 from 1,646
Change0 (0%)
Value$629.2K (+$12.9K)
Filed 2026-10-15
Redwood Family Wealth LLC
DECREASED
Shares1,645 from 1,744
Change-99 (-6%)
Value$626.5K (-$16.0K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
INCREASED
Shares1,641 from 1,141
Change+500 (+44%)
Value$625.0K (+$204.6K)
Filed 2026-11-05
Occidental Asset Management, LLC
DECREASED
Shares1,628 from 2,054
Change-426 (-21%)
Value$620.0K (-$136.6K)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares1,625 from 1,655
Change-30 (-2%)
Value$618.9K (+$9.2K)
Filed 2026-10-08
Main Line Retirement Advisors, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$618.9K (+$20.2K)
Filed 2026-10-14
Olio Financial Planning
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$617.0K (+$20.2K)
Filed 2026-10-22
Bourne Lent Asset Management Inc
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$616.1K (+$20.2K)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$615.8K (+$20.1K)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$614.3K (+$20.1K)
Filed 2026-10-23
Financial Designs Corp
INCREASED
Shares1,612 from 1,557
Change+55 (+4%)
Value$613.9K (+$40.3K)
Filed 2026-10-09
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares1,606 from 1,602
Change+4 (+0%)
Value$611.8K (+$21.5K)
Filed 2026-10-21
Eagle Wealth Strategies LLC
UNCHANGED
Shares1,606 from 1,606
Change0 (0%)
Value$611.6K (+$20.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares1,600 from 1,586
Change+14 (+1%)
Value$611.6K (+$27.4K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
DECREASED
Shares1,598 from 1,624
Change-26 (-2%)
Value$608.6K (+$10.3K)
Filed 2026-10-19
Root Financial Partners, LLC
INCREASED
Shares1,590 from 1,310
Change+280 (+21%)
Value$605.5K (+$123.0K)
Filed 2026-10-21
Old Mission Investment Co LLC
DECREASED
Shares1,590 from 1,607
Change-17 (-1%)
Value$605.5K (+$13.3K)
Filed 2026-10-22
Freedom Financial Partners LLC
DECREASED
Shares1,590 from 1,597
Change-7 (0%)
Value$605.5K (+$17.2K)
Filed 2026-10-19
Courier Capital LLC
DECREASED
Shares1,586 from 1,602
Change-16 (-1%)
Value$604.0K (+$13.9K)
Filed 2026-10-19
BankChampaign, National Association
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$601.7K (+$19.7K)
Filed 2026-10-19
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$582.3K (+$978)
Filed 2026-10-29
Eagle Rock Investment Company, LLC
DECREASED
Shares1,577 from 2,071
Change-494 (-24%)
Value$600.6K (-$162.3K)
Filed 2026-10-21
Unified Investment Management
INCREASED
Shares1,577 from 1,098
Change+479 (+44%)
Value$600.6K (+$196.1K)
Filed 2026-10-14
Durante & Waters, LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$599.8K (+$19.6K)
Filed 2026-10-28
Nicollet Investment Management, Inc.
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$600 (-$579.4K)
Filed 2026-10-14
Garde Capital, Inc.
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$599.1K (+$19.6K)
Filed 2026-10-29
Schear Investment Advisers, LLC
NEW
Shares1,572
Change+1,572
Value$598.6K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,572 from 1,561
Change+11 (+1%)
Value$598.6K (+$23.6K)
Filed 2026-10-14
Edge Wealth Management LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$597.6K (+$19.2K)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$595.6K (+$19.5K)
Filed 2026-11-02
Montz Harcus Wealth Management LLC
INCREASED
Shares1,562 from 1,459
Change+103 (+7%)
Value$595.0K (+$57.5K)
Filed 2026-10-09
Altiora Financial Group, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$594.1K (+$19.4K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$593.3K (+$19.4K)
Filed 2026-10-22
Sky Investment Group LLC
NEW
Shares1,554
Change+1,554
Value$591.8K
Filed 2026-10-30
Castleview Partners, LLC
INCREASED
Shares1,554 from 1,520
Change+34 (+2%)
Value$591.8K (+$31.9K)
Filed 2026-10-09
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$591.4K (+$19.4K)
Filed 2026-10-19
Global Trust Asset Management, LLC
INCREASED
Shares1,552 from 1,530
Change+22 (+1%)
Value$591.1K (+$27.4K)
Filed 2026-10-19
Maseco LLP
INCREASED
Shares1,548 from 48
Change+1,500 (+3125%)
Value$589.7K (+$572.0K)
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares1,542 from 1,501
Change+41 (+3%)
Value$587.3K (+$34.3K)
Filed 2026-10-22
BAR Harbor Wealth Management
NEW
Shares1,541
Change+1,541
Value$586.9K
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED
Shares1,539 from 1,448
Change+91 (+6%)
Value$586.1K (+$52.7K)
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares1,538 from 1,563
Change-25 (-2%)
Value$585.7K (+$10.0K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares1,536 from 2,147
Change-611 (-28%)
Value$585.1K (-$205.9K)
Filed 2026-11-06
Vanguard Capital Wealth Advisors
INCREASED
Shares1,536 from 1,077
Change+459 (+43%)
Value$585.0K (+$188.2K)
Filed 2026-10-16
Wealth Analytics Partners, LLC
INCREASED
Shares1,534 from 1,521
Change+13 (+1%)
Value$584.2K (+$18.2K)
Filed 2026-10-19
Mlp3, LLC
INCREASED
Shares1,533 from 1,355
Change+178 (+13%)
Value$583.8K (+$84.7K)
Filed 2026-10-22
Portfolio Strategies, Inc.
DECREASED
Shares1,531 from 1,544
Change-13 (-1%)
Value$583.0K (+$14.1K)
Filed 2026-11-06
Burford Brothers, Inc.
INCREASED
Shares1,530 from 1,324
Change+206 (+16%)
Value$582.7K (+$95.0K)
Filed 2026-10-21
Blume Capital Management, Inc.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$582.7K (+$19.1K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$582.7K (+$19.1K)
Filed 2026-10-26
Cornerstone National Bank & Trust Co
DECREASED
Shares1,525 from 1,565
Change-40 (-3%)
Value$583.7K (+$3.7K)
Filed 2026-10-20
WealthPoint Financial, LLC
DECREASED
Shares1,519 from 1,547
Change-28 (-2%)
Value$578.5K (+$8.6K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
INCREASED
Shares1,519 from 1,518
Change+1 (+0%)
Value$578.5K (+$19.3K)
Filed 2026-11-02
Legacy Trust
INCREASED
Shares1,516 from 1,391
Change+125 (+9%)
Value$539.4K (+$26.9K)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
DECREASED
Shares1,513 from 1,601
Change-88 (-5%)
Value$578.4K (-$15.0K)
Filed 2026-10-09
Vicus Capital
INCREASED
Shares1,509 from 1,464
Change+45 (+3%)
Value$574.7K (+$35.4K)
Filed 2026-11-05
Rubicon Advisors, GP
INCREASED
Shares1,509 from 1,492
Change+17 (+1%)
Value$574.7K (+$25.1K)
Filed 2026-10-23
Aquire Wealth Advisors, LLC
DECREASED
Shares1,500 from 1,505
Change-5 (0%)
Value$571.3K (+$16.8K)
Filed 2026-10-23
Prism Advisors, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$567.9K (+$15.4K)
Filed 2026-10-09
Berkshire Money Management, Inc.
NEW
Shares1,493
Change+1,493
Value$568.6K
Filed 2026-10-21
Ridgewood Investments LLC
DECREASED
Shares1,491 from 1,531
Change-40 (-3%)
Value$567.8K (+$3.8K)
Filed 2026-10-05
ProCore Advisors, LLC
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$565.9K (+$18.5K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares1,485 from 1,478
Change+7 (+0%)
Value$565.5K (+$21.1K)
Filed 2026-10-28
GEM Asset Management, LLC
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$563.3K (+$18.4K)
Filed 2026-10-13
Arbor Investment Advisors, LLC
DECREASED
Shares1,469 from 1,880
Change-411 (-22%)
Value$559.5K (-$133.1K)
Filed 2026-10-26
DWM Financial Group, Inc.
INCREASED
Shares1,467 from 760
Change+707 (+93%)
Value$558.7K (+$257.5K)
Filed 2026-10-28
Biltmore Family Office, LLC
INCREASED
Shares1,467 from 1,464
Change+3 (+0%)
Value$558.7K (+$19.4K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,466 from 1,226
Change+240 (+20%)
Value$558.3K (+$106.7K)
Filed 2026-10-19
Core Wealth Partners LLC
INCREASED
Shares1,454 from 1,349
Change+105 (+8%)
Value$553.7K (+$56.8K)
Filed 2026-11-02
Aire Advisors, LLC
DECREASED
Shares1,452 from 2,260
Change-808 (-36%)
Value$553.0K (-$279.6K)
Filed 2026-10-22
Catalyst Private Wealth, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$552.2K (+$18.1K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
DECREASED
Shares1,447 from 1,503
Change-56 (-4%)
Value$551.1K (-$2.6K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
NEW
Shares1,446
Change+1,446
Value$550.7K
Filed 2026-11-02
Nicholas Wealth, Llc.
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$547.6K (+$17.9K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
DECREASED
Shares1,437 from 1,637
Change-200 (-12%)
Value$547.3K (-$55.8K)
Filed 2026-10-15
Wellment Financial
INCREASED
Shares1,436 from 1,285
Change+151 (+12%)
Value$546.9K (+$73.5K)
Filed 2026-10-28
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$546.5K (+$17.9K)
Filed 2026-10-14
Madrona Financial Services, LLC
DECREASED
Shares1,432 from 1,496
Change-64 (-4%)
Value$545.4K (-$5.7K)
Filed 2026-10-23
QP Wealth Management, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$545.4K (+$17.8K)
Filed 2026-10-20
Union Savings Bank
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$544.6K (+$17.8K)
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares1,421 from 5,439
Change-4,018 (-74%)
Value$541.1K (-$1.5M)
Filed 2026-10-20
ProVise Management Group, LLC
DECREASED
Shares1,418 from 2,420
Change-1,002 (-41%)
Value$540.0K (-$351.4K)
Filed 2026-11-06
JGP Wealth Management, LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$540.0K (+$17.7K)
Filed 2026-10-13
Accretive Wealth Partners, LLC
INCREASED
Shares1,416 from 1,137
Change+279 (+25%)
Value$539.3K (+$120.5K)
Filed 2026-11-06
Lotus Asset Management LLC
DECREASED
Shares1,410 from 1,731
Change-321 (-19%)
Value$537.3K (-$100.5K)
Filed 2026-10-14
Peoples Bank
INCREASED
Shares1,410 from 1,383
Change+27 (+2%)
Value$537.0K (+$27.5K)
Filed 2026-10-09
Aureum Wealth Management, LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$537.0K (+$17.6K)
Filed 2026-10-15
BNC Wealth Management, LLC
DECREASED
Shares1,404 from 1,455
Change-51 (-4%)
Value$534.5K (-$1.3K)
Filed 2026-10-19
Cypress Asset Management Inc
DECREASED
Shares1,403 from 1,507
Change-104 (-7%)
Value$534.3K (-$20.8K)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares1,403 from 1,465
Change-62 (-4%)
Value$534.3K (-$5.4K)
Filed 2026-11-05
Genesee Capital Advisors, LLC
DECREASED
Shares1,401 from 1,434
Change-33 (-2%)
Value$533.6K (+$5.3K)
Filed 2026-10-20
Univest Financial Corp
INCREASED
Shares1,400 from 1,187
Change+213 (+18%)
Value$533.2K (+$95.9K)
Filed 2026-11-05
Ardent Capital Management, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$533.2K (+$17.4K)
Filed 2026-10-16
Central Bank & Trust Co
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$533.2K (+$17.4K)
Filed 2026-10-09
Tompkins Financial Corp
DECREASED
Shares1,385 from 1,476
Change-91 (-6%)
Value$527.5K (-$16.3K)
Filed 2026-10-05
Wealth Management Nebraska
INCREASED
Shares1,382 from 1,379
Change+3 (+0%)
Value$526.3K (+$18.3K)
Filed 2026-10-26
Landmark Wealth Management, LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$523.7K (+$17.1K)
Filed 2026-11-03
Boston Standard Wealth Management, LLC
INCREASED
Shares1,373 from 946
Change+427 (+45%)
Value$523.2K (+$168.1K)
Filed 2026-10-07
Verus Financial Partners, Inc.
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$522.5K (+$17.1K)
Filed 2026-10-29
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,369 from 1,351
Change+18 (+1%)
Value$521.4K (+$23.7K)
Filed 2026-11-04
Lantz Financial LLC
INCREASED
Shares1,368 from 1,120
Change+248 (+22%)
Value$521.0K (+$108.4K)
Filed 2026-10-15
Avondale Wealth Management
DECREASED
Shares1,364 from 1,416
Change-52 (-4%)
Value$519.5K (-$2.2K)
Filed 2026-10-15
S&A Financial Services, Inc.
DECREASED
Shares1,356 from 1,363
Change-7 (-1%)
Value$516.4K (+$14.3K)
Filed 2026-11-03
Leisure Capital Management
DECREASED
Shares1,353 from 1,383
Change-30 (-2%)
Value$515.3K (+$5.8K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,342 from 1,322
Change+20 (+2%)
Value$510.9K (+$24.1K)
Filed 2026-10-28
Liberty Capital Management, Inc.
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$510.3K (+$16.7K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
INCREASED
Shares1,335 from 115
Change+1,220 (+1061%)
Value$508 (+$466)
Filed 2026-10-13
Greenspring Advisors, LLC
DECREASED
Shares1,335 from 1,342
Change-7 (-1%)
Value$508.4K (+$14.1K)
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares1,333 from 1,551
Change-218 (-14%)
Value$507.7K (-$63.7K)
Filed 2026-10-30
LifeGoal Investments, LLC
INCREASED
Shares1,328 from 1,314
Change+14 (+1%)
Value$505.8K (+$21.7K)
Filed 2026-10-09
Grantvest Financial Group LLC
DECREASED
Shares1,325 from 1,410
Change-85 (-6%)
Value$504.6K (-$14.8K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
DECREASED
Shares1,324 from 1,330
Change-6 (0%)
Value$504.2K (+$14.3K)
Filed 2026-10-13
TMB Capital Partners, LLC
DECREASED
Shares1,323 from 1,373
Change-50 (-4%)
Value$503.9K (-$1.9K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares1,321 from 1,346
Change-25 (-2%)
Value$503.1K (+$7.3K)
Filed 2026-10-26
Sageworth Trust Co
DECREASED
Shares1,316 from 1,608
Change-292 (-18%)
Value$501.2K (-$91.2K)
Filed 2026-10-30
Highland Financial Advisors, LLC
INCREASED
Shares1,315 from 964
Change+351 (+36%)
Value$500.8K (+$145.7K)
Filed 2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED
Shares1,315 from 1,223
Change+92 (+8%)
Value$499.3K (+$44.2K)
Filed 2026-10-21
LexAurum Advisors, LLC
DECREASED
Shares1,312 from 1,345
Change-33 (-2%)
Value$499.7K (+$4.2K)
Filed 2026-10-19
Euro Pacific Asset Management, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$498.9K (+$498.3K)
Filed 2026-11-03
Eagle Harbor Asset Management Inc
INCREASED
Shares1,308 from 1,219
Change+89 (+7%)
Value$498.1K (+$49.1K)
Filed 2026-10-21
Arrow Financial Corp
DECREASED
Shares1,306 from 1,321
Change-15 (-1%)
Value$497.4K (+$10.7K)
Filed 2026-10-26
Kaizen Financial Strategies
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$497.4K (+$13.4K)
Filed 2026-10-09
Town Capital LLC
NEW
Shares1,303
Change+1,303
Value$496.2K
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares1,303 from 1,358
Change-55 (-4%)
Value$496.2K (-$4.0K)
Filed 2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$492.1K (-$1.9K)
Filed 2026-10-21
Legacy Financial Strategies, LLC
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$494.3K (+$16.2K)
Filed 2026-10-15
Ballast, Inc.
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$493.2K (+$16.1K)
Filed 2026-10-20
Gainplan LLC
DECREASED
Shares1,277 from 1,298
Change-21 (-2%)
Value$486.3K (+$8.2K)
Filed 2026-10-09
Sigma Investment Counselors Inc
INCREASED
Shares1,275 from 1,155
Change+120 (+10%)
Value$485.6K (+$60.1K)
Filed 2026-10-27
Somerset Trust Co
DECREASED
Shares1,265 from 1,266
Change-1 (0%)
Value$481.8K (+$15.4K)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$481.8K (+$15.8K)
Filed 2026-10-21
Sharkey, Howes & Javer
DECREASED
Shares1,258 from 1,807
Change-549 (-30%)
Value$479.1K (-$186.6K)
Filed 2026-10-22
Atlas Brown,Inc.
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$479.1K (+$15.7K)
Filed 2026-10-09
Atticus Wealth Management, LLC
DECREASED
Shares1,255 from 13,216
Change-11,961 (-90%)
Value$478.0K (-$4.4M)
Filed 2026-10-20
TPG Advisors LLC
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$476.8K (+$15.6K)
Filed 2026-10-16
G&S Capital LLC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$476.2K (+$15.6K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$476.1K (+$15.6K)
Filed 2026-10-30
Shariaportfolio, Inc.
INCREASED
Shares1,246 from 878
Change+368 (+42%)
Value$474.5K (+$151.1K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares1,246 from 1,183
Change+63 (+5%)
Value$474.5K (+$38.7K)
Filed 2026-10-27
OceanIQ Capital, LLC
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$475.2K (-$24.0K)
Filed 2026-10-19
Buckhead Capital Management LLC
INCREASED
Shares1,241 from 1,201
Change+40 (+3%)
Value$472.6K (+$30.2K)
Filed 2026-11-03
USAdvisors Wealth Management, LLC
INCREASED
Shares1,237 from 1,200
Change+37 (+3%)
Value$471 (-$441.5K)
Filed 2026-10-21
ETF Store, Inc.
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$471.1K (+$15.4K)
Filed 2026-10-19
Bdfs Capital LLC
DECREASED
Shares1,228 from 1,259
Change-31 (-2%)
Value$467.7K (+$3.9K)
Filed 2026-10-14
IronOak Wealth Llc.
NEW
Shares1,226
Change+1,226
Value$466.9K
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares1,226 from 1,217
Change+9 (+1%)
Value$466.9K (+$18.5K)
Filed 2026-11-04
Financial Insights, Inc.
INCREASED
Shares1,225 from 1,170
Change+55 (+5%)
Value$466.5K (+$35.5K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$466.5K (+$15.3K)
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$463.9K (+$15.2K)
Filed 2026-10-16
Rolek Wealth Management LLC
INCREASED
Shares1,217 from 1,103
Change+114 (+10%)
Value$463.6K (+$57.4K)
Filed 2026-10-21
Penobscot Wealth Management
DECREASED
Shares1,216 from 1,261
Change-45 (-4%)
Value$463.1K (-$1.4K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares1,213
Change+1,213
Value$462.0K
Filed 2026-10-26
Centerpoint Advisors, LLC
INCREASED
Shares1,212 from 1,205
Change+7 (+1%)
Value$462 (-$443.5K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares1,209 from 1,085
Change+124 (+11%)
Value$460.3K (+$60.6K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
INCREASED
Shares1,207 from 1,096
Change+111 (+10%)
Value$459.7K (+$55.9K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,201 from 1,206
Change-5 (0%)
Value$457.4K (+$13.1K)
Filed 2026-10-05
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$457.0K (+$15.0K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares1,195 from 1,156
Change+39 (+3%)
Value$455.1K (+$29.3K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$455.1K (+$14.9K)
Filed 2026-10-28
Provident Investment Management, Inc.
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$451.3K (+$14.8K)
Filed 2026-10-23
Fund Evaluation Group, LLC
INCREASED
Shares1,184 from 1,160
Change+24 (+2%)
Value$450.9K (+$23.6K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares1,183 from 693
Change+490 (+71%)
Value$450.6K (+$195.2K)
Filed 2026-10-29
Chilton Capital Management LLC
DECREASED
Shares1,182 from 1,412
Change-230 (-16%)
Value$450.2K (-$70.0K)
Filed 2026-10-28
Ironwood Financial, llc
INCREASED
Shares1,182 from 1,117
Change+65 (+6%)
Value$450.2K (+$40.1K)
Filed 2026-10-20
Cynosure Group, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$449.4K (+$14.7K)
Filed 2026-11-03
Howard Wealth Management, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$449.4K (+$14.7K)
Filed 2026-10-28
Presilium Private Wealth, LLC
NEW
Shares1,177
Change+1,177
Value$448.2K
Filed 2026-10-26
Harfst & Associates, Inc.
DECREASED
Shares1,176 from 1,276
Change-100 (-8%)
Value$447.9K (-$22.2K)
Filed 2026-10-20
Northwest Financial Advisors
DECREASED
Shares1,175 from 1,252
Change-77 (-6%)
Value$447.4K (-$13.7K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares1,173 from 1,246
Change-73 (-6%)
Value$446.7K (-$12.3K)
Filed 2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$431.0K ($0)
Filed 2026-10-13
Stanich Group LLC
NEW
Shares1,167
Change+1,167
Value$444.4K
Filed 2026-10-16
Belfer Management LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$443.4K (+$14.5K)
Filed 2026-11-05
Mountain Capital Investment Advisors Inc.
DECREASED
Shares1,161 from 1,196
Change-35 (-3%)
Value$442.2K (+$1.6K)
Filed 2026-11-06
Nordwand Advisors, LLC
NEW
Shares1,160
Change+1,160
Value$441.8K
Filed 2026-11-05
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$440.6K (+$14.4K)
Filed 2026-10-19
Princeton Capital Management LLC
INCREASED
Shares1,150 from 1,022
Change+128 (+13%)
Value$438.0K (+$61.5K)
Filed 2026-10-27
Lewis Asset Management, LLC
INCREASED
Shares1,150 from 1,113
Change+37 (+3%)
Value$438.0K (+$28.0K)
Filed 2026-10-14
Cornerstone Wealth, LLC
DECREASED
Shares1,140 from 1,230
Change-90 (-7%)
Value$417.9K (-$40.1K)
Filed 2026-10-28
Stephenson & Company, Inc.
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$432.6K (+$14.2K)
Filed 2026-10-30
Chapin Davis, Inc.
INCREASED
Shares1,134 from 1,123
Change+11 (+1%)
Value$431.9K (+$18.2K)
Filed 2026-10-09
Apex Wealth Management, LLC
INCREASED
Shares1,128 from 1,117
Change+11 (+1%)
Value$429.6K (+$18.1K)
Filed 2026-10-20
Parkshore Wealth Management, Inc.
INCREASED
Shares1,126 from 807
Change+319 (+40%)
Value$428.7K (+$131.4K)
Filed 2026-10-13
Carmel Capital Management L.L.C.
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$426.5K (+$14.0K)
Filed 2026-10-30
Walker Asset Management, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$426.5K (+$14.0K)
Filed 2026-10-13
Prairie Advisory, LLC
NEW
Shares1,114
Change+1,114
Value$424.3K
Filed 2026-10-19
Echo45 Advisors LLC
INCREASED
Shares1,113 from 677
Change+436 (+64%)
Value$423.9K (+$174.5K)
Filed 2026-10-07
Tlwm
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$423.5K (+$13.9K)
Filed 2026-10-09
TFC Financial Management, Inc.
DECREASED
Shares1,111 from 1,202
Change-91 (-8%)
Value$423.1K (-$19.7K)
Filed 2026-10-26
Kings Path Partners LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$422.4K (+$13.8K)
Filed 2026-10-21
Independent Solutions Wealth Management, LLC
INCREASED
Shares1,106 from 1,058
Change+48 (+5%)
Value$421.2K (+$31.5K)
Filed 2026-10-28
Asset Advisors Investment Management, LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$420.8K (+$13.8K)
Filed 2026-10-19
Rose Capital Advisors LLC
NEW
Shares1,102
Change+1,102
Value$419.9K
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
INCREASED
Shares1,101 from 630
Change+471 (+75%)
Value$419.3K (+$187.2K)
Filed 2026-10-15
Schwallier Wealth Management LLC
DECREASED
Shares1,101 from 1,110
Change-9 (-1%)
Value$419.3K (+$10.4K)
Filed 2026-11-05
First National Bank Sioux Falls
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$418.9K (-$65.2K)
Filed 2026-10-13
Westhampton Capital, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$418.2K (+$13.7K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$417.0K (+$13.6K)
Filed 2026-10-26
Straight Path Wealth Management
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$416.3K (+$13.6K)
Filed 2026-10-23
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$414.7K (+$13.7K)
Filed 2026-11-06
Middleton & Co Inc
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$414.0K (+$13.5K)
Filed 2026-10-23
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$414.0K (+$13.5K)
Filed 2026-10-14
Insight Wealth Strategies, LLC
INCREASED
Shares1,081 from 754
Change+327 (+43%)
Value$411.8K (+$132.4K)
Filed 2026-10-09
MacKenzie Financial Corp
INCREASED
Shares1,080 from 560
Change+520 (+93%)
Value$411.3K (+$205.0K)
Filed 2026-11-02
Security Financial Services, Inc.
INCREASED
Shares1,077 from 787
Change+290 (+37%)
Value$410.2K (+$120.3K)
Filed 2026-10-29
Cap Partners, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$409.4K (+$13.4K)
Filed 2026-10-19
Moody Aldrich Partners LLC
NEW
Shares1,074
Change+1,074
Value$409.0K
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,074 from 1,059
Change+15 (+1%)
Value$409.0K (+$18.9K)
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$409.0K (+$13.4K)
Filed 2026-11-04
Southern Capital Advisors, LLC
INCREASED
Shares1,073 from 956
Change+117 (+12%)
Value$408.6K (+$56.5K)
Filed 2026-10-26
Financial Freedom, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$408.3K (+$13.4K)
Filed 2026-11-06
Prentiss Smith & Co Inc
DECREASED
Shares1,068 from 1,176
Change-108 (-9%)
Value$406.7K (-$26.5K)
Filed 2026-10-27
Abundance Wealth Counselors
INCREASED
Shares1,063 from 795
Change+268 (+34%)
Value$404.8K (+$112.0K)
Filed 2026-10-26
Prosperity Financial Group, Inc.
DECREASED
Shares1,062 from 1,762
Change-700 (-40%)
Value$404.5K (-$244.6K)
Filed 2026-10-29
Bingham Private Wealth, LLC
DECREASED
Shares1,062 from 1,562
Change-500 (-32%)
Value$404.5K (-$171.0K)
Filed 2026-11-05
Tanager Wealth Management LLP
DECREASED
Shares1,061 from 1,149
Change-88 (-8%)
Value$404.1K (-$19.2K)
Filed 2026-10-19
Hoge Financial Services, LLC
INCREASED
Shares1,053 from 1,049
Change+4 (+0%)
Value$401.0K (+$14.6K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares1,051 from 1,239
Change-188 (-15%)
Value$400.3K (-$56.2K)
Filed 2026-10-19
Opus Capital Group, LLC
DECREASED
Shares1,051 from 1,073
Change-22 (-2%)
Value$400 (-$394.6K)
Filed 2026-10-30
Capital Management Associates, Inc
DECREASED
Shares1,050 from 1,075
Change-25 (-2%)
Value$400.1K (+$4.1K)
Filed 2026-10-20
IVC Wealth Advisors LLC
INCREASED
Shares1,047 from 982
Change+65 (+7%)
Value$398.7K (+$37.0K)
Filed 2026-10-23
Powell Investment Advisors, LLC
INCREASED
Shares1,043 from 981
Change+62 (+6%)
Value$397.2K (+$35.8K)
Filed 2026-10-22
Elser Financial Planning, Inc
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$397.2K (+$13.0K)
Filed 2026-10-16
Sageworth Trust Co of South Dakota
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$394.2K (+$12.9K)
Filed 2026-10-30
Guidance Point Advisors, LLC
INCREASED
Shares1,034 from 1,012
Change+22 (+2%)
Value$394.5K (+$21.0K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$393.4K (+$12.9K)
Filed 2026-11-03
TrueWealth Advisors, LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$393.4K (+$12.9K)
Filed 2026-10-09
Norris Perne & French LLP
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$393.1K (+$12.9K)
Filed 2026-10-23
Prosperity Advisers, LLC
INCREASED
Shares1,031 from 1,018
Change+13 (+1%)
Value$392.6K (+$17.6K)
Filed 2026-10-28
Miramontes Capital, LLC
INCREASED
Shares1,031 from 1,019
Change+12 (+1%)
Value$392.6K (+$17.3K)
Filed 2026-10-19
BCV Asset Management Inc.
INCREASED
Shares1,030 from 987
Change+43 (+4%)
Value$393.9K (+$29.3K)
Filed 2026-11-06
XY Planning Network, Inc.
DECREASED
Shares1,024 from 1,029
Change-5 (0%)
Value$390.0K (+$10.9K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares1,021 from 361
Change+660 (+183%)
Value$388.8K (+$255.9K)
Filed 2026-10-08
Integrated Wealth Management
INCREASED
Shares1,021 from 908
Change+113 (+12%)
Value$388.8K (+$54.3K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$388.8K (+$10.5K)
Filed 2026-11-02
Burney Co/
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$388.5K (+$12.7K)
Filed 2026-10-15
Carrera Capital Advisors
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$385.8K (+$12.6K)
Filed 2026-11-03
Invariant Investment Management
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$384.3K (-$2.0K)
Filed 2026-10-08
Iams Wealth Management, LLC
INCREASED
Shares1,009 from 988
Change+21 (+2%)
Value$384.3K (+$20.3K)
Filed 2026-10-15
Beacon Financial Advisory LLC
DECREASED
Shares1,009 from 1,014
Change-5 (0%)
Value$384.3K (+$10.7K)
Filed 2026-10-16
Semus Wealth Partners LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$384.3K (+$12.6K)
Filed 2026-10-22
Jnba Financial Advisors
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$383.5K (+$12.5K)
Filed 2026-11-03
Mccarter Private Wealth Services LLC
INCREASED
Shares1,004 from 918
Change+86 (+9%)
Value$382.4K (+$44.2K)
Filed 2026-10-22
Compass Financial Group, Inc
DECREASED
Shares1,001 from 1,226
Change-225 (-18%)
Value$381.2K (-$70.4K)
Filed 2026-10-13
Traveka Wealth, LLC
NEW
Shares1,000
Change+1,000
Value$380.8K
Filed 2026-10-19
Haven Private, LLC
INCREASED
Shares1,000 from 800
Change+200 (+25%)
Value$380.8K (+$86.1K)
Filed 2026-10-27
Vilga Financial Planning LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$380.8K (+$12.5K)
Filed 2026-10-09
Maltin Wealth Management, Inc.
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$377.8K (+$12.4K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$377.8K (+$12.4K)
Filed 2026-10-07
Great Diamond Partners, LLC
INCREASED
Shares990 from 765
Change+225 (+29%)
Value$377.0K (+$95.2K)
Filed 2026-10-13
PFS Partners, LLC
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$376.3K (+$12.3K)
Filed 2026-10-21
Bill Few Associates, Inc.
INCREASED
Shares987 from 907
Change+80 (+9%)
Value$375.9K (+$41.8K)
Filed 2026-10-09
Summit Global Investments
DECREASED
Shares987 from 1,057
Change-70 (-7%)
Value$376 (-$388.6K)
Filed 2026-10-28
Matrix Asset Advisors Inc
DECREASED
Shares984 from 998
Change-14 (-1%)
Value$374.7K (+$7.1K)
Filed 2026-10-13
POM Investment Strategies, LLC
INCREASED
Shares983 from 975
Change+8 (+1%)
Value$374.4K (+$15.2K)
Filed 2026-10-20
River Street Advisors LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$373.6K (+$12.2K)
Filed 2026-10-22
Aegis Wealth Management, Inc.
INCREASED
Shares977 from 808
Change+169 (+21%)
Value$372.1K (+$74.4K)
Filed 2026-10-26
Channel Wealth LLC
DECREASED
Shares977 from 980
Change-3 (0%)
Value$372.1K (+$11.1K)
Filed 2026-11-06
Heritage Wealth Management, Inc.
INCREASED
Shares976 from 827
Change+149 (+18%)
Value$371.7K (+$67.1K)
Filed 2026-10-28
Cornerstone Management, Inc.
INCREASED
Shares975 from 926
Change+49 (+5%)
Value$371.3K (+$30.2K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
INCREASED
Shares974 from 950
Change+24 (+3%)
Value$370.9K (+$21.0K)
Filed 2026-10-27
Gordian Advisors LLC
INCREASED
Shares973 from 916
Change+57 (+6%)
Value$370.6K (+$33.1K)
Filed 2026-10-30
Smith Thornton Advisors LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$370.6K (+$13.3K)
Filed 2026-10-16
KFA Private Wealth Group, LLC
DECREASED
Shares972 from 1,199
Change-227 (-19%)
Value$370.4K (-$71.5K)
Filed 2026-10-07
MCF Advisors LLC
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$369.8K (+$12.1K)
Filed 2026-10-28
RVW Wealth, LLC
INCREASED
Shares970 from 879
Change+91 (+10%)
Value$369.4K (+$45.6K)
Filed 2026-10-06
SilverOak Wealth Management LLC
DECREASED
Shares969 from 1,071
Change-102 (-10%)
Value$369.0K (-$25.5K)
Filed 2026-10-29
Blossom Wealth Management
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$369.0K (+$12.1K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$367.5K (+$12.0K)
Filed 2026-10-13
Center for Financial Planning, Inc.
INCREASED
Shares964 from 722
Change+242 (+34%)
Value$367.1K (+$101.2K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
DECREASED
Shares963 from 1,026
Change-63 (-6%)
Value$366.7K (-$11.2K)
Filed 2026-10-26
Sterling Investment Counsel, LLC
DECREASED
Shares963 from 964
Change-1 (0%)
Value$366.7K (+$11.6K)
Filed 2026-10-19
Persium Advisors, LLC
INCREASED
Shares962 from 702
Change+260 (+37%)
Value$366.4K (+$107.8K)
Filed 2026-10-07
Baring Financial LLC
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$364.5K (+$11.9K)
Filed 2026-10-07
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$365.6K (+$13.0K)
Filed 2026-10-22
1900 Wealth Management LLC
INCREASED
Shares956 from 853
Change+103 (+12%)
Value$364.3K (+$50.0K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
NEW
Shares953
Change+953
Value$362.9K
Filed 2026-10-16
New Harbor Financial Group, LLC
DECREASED
Shares951 from 1,992
Change-1,041 (-52%)
Value$362.2K (-$371.6K)
Filed 2026-10-22
Shepherd Financial Partners LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$362.2K (+$11.8K)
Filed 2026-11-03
BNB Wealth Management, LLC
INCREASED
Shares947 from 877
Change+70 (+8%)
Value$360.7K (+$37.6K)
Filed 2026-10-28
Kieckhefer Group LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$359.9K (+$11.8K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
DECREASED
Shares944 from 950
Change-6 (-1%)
Value$359.5K (+$9.6K)
Filed 2026-11-06
Hoey Investments, Inc
INCREASED
Shares940 from 905
Change+35 (+4%)
Value$358.0K (+$24.6K)
Filed 2026-10-29
ADE, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$358.0K (+$11.7K)
Filed 2026-10-29
Summit Investment Advisory Services, LLC
INCREASED
Shares939 from 856
Change+83 (+10%)
Value$357.6K (+$42.3K)
Filed 2026-11-03
Mcdaniel Terry & Co
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$357.6K (+$11.7K)
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$356.8K (+$11.7K)
Filed 2026-10-28
West Bancorporation Inc
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$355.7K (+$11.6K)
Filed 2026-10-29
Cypress Capital, LLC
DECREASED
Shares932 from 1,272
Change-340 (-27%)
Value$354.9K (-$113.6K)
Filed 2026-10-20
October Effect Ltd
INCREASED
Shares931 from 864
Change+67 (+8%)
Value$354.6K (+$36.3K)
Filed 2026-10-20
LaFleur & Godfrey LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$354.2K (+$11.6K)
Filed 2026-10-27
Dahring | Cusmano LLC
DECREASED
Shares925 from 1,043
Change-118 (-11%)
Value$352.3K (-$31.9K)
Filed 2026-11-03
Worth Financial Advisory Group, LLC
DECREASED
Shares924 from 968
Change-44 (-5%)
Value$351.9K (-$4.7K)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$351.9K (+$11.5K)
Filed 2026-10-14
United Capital Management of KS, Inc.
INCREASED
Shares921 from 907
Change+14 (+2%)
Value$350.8K (+$16.6K)
Filed 2026-11-04
Argyle Capital Partners, LLC
DECREASED
Shares920 from 1,000
Change-80 (-8%)
Value$350.4K (-$18.0K)
Filed 2026-10-23
Tortoise Investment Management, LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$349.2K (+$11.4K)
Filed 2026-11-06
Uhlmann Price Securities, LLC
DECREASED
Shares915 from 1,086
Change-171 (-16%)
Value$348.5K (-$51.6K)
Filed 2026-11-03
Vima LLC
DECREASED
Shares914 from 930
Change-16 (-2%)
Value$348.1K (+$5.5K)
Filed 2026-10-23
City State Bank
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$345.4K (+$11.3K)
Filed 2026-10-20
Guardian Financial Partners, LLC
INCREASED
Shares906 from 689
Change+217 (+31%)
Value$345.0K (+$91.2K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$344.7K (+$11.3K)
Filed 2026-10-20
Paragon Advisors, LLC
DECREASED
Shares904 from 972
Change-68 (-7%)
Value$344.3K (-$13.8K)
Filed 2026-11-03
Cottage Street Advisors LLC
DECREASED
Shares903 from 1,878
Change-975 (-52%)
Value$343.9K (-$347.9K)
Filed 2026-10-19
Fulcrum Equity Management
INCREASED
Shares901 from 895
Change+6 (+1%)
Value$343.1K (+$13.4K)
Filed 2026-10-21
Sonata Capital Group Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$342.8K (+$11.2K)
Filed 2026-10-19
Brady Family Wealth, LLC
DECREASED
Shares899 from 1,146
Change-247 (-22%)
Value$342.4K (-$79.8K)
Filed 2026-11-02
Whitener Capital Management, Inc.
DECREASED
Shares896 from 1,007
Change-111 (-11%)
Value$341.2K (-$29.7K)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$341.2K (+$9.2K)
Filed 2026-10-29
Integrity Wealth Advisors, Inc.
NEW
Shares895
Change+895
Value$340.9K
Filed 2026-10-29
True North Advisors, LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$338.2K (+$11.1K)
Filed 2026-10-22
Lebenthal Global Advisors, LLC
INCREASED
Shares887 from 868
Change+19 (+2%)
Value$337.8K (+$18.1K)
Filed 2026-10-28
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$335.9K (+$11.0K)
Filed 2026-10-22
Horrell Capital Management, Inc.
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$335.5K (+$11.0K)
Filed 2026-10-08
Highland Capital Management, LLC
DECREASED
Shares880 from 1,280
Change-400 (-31%)
Value$335.1K (-$136.4K)
Filed 2026-10-26
BCS Wealth Management
INCREASED
Shares880 from 723
Change+157 (+22%)
Value$335.1K (+$68.8K)
Filed 2026-11-03
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$335.1K (+$11.0K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$334.4K (+$10.9K)
Filed 2026-11-05
Oak Harvest Investment Services
NEW
Shares875
Change+875
Value$333.2K
Filed 2026-10-20
Farrell Financial LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$333.2K (+$10.9K)
Filed 2026-10-16
Professional Advisory Services Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$333 (+$11)
Filed 2026-10-08
WJ Interests, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$333.2K (+$10.9K)
Filed 2026-10-14
Barden Capital Management, Inc.
INCREASED
Shares870 from 827
Change+43 (+5%)
Value$331.3K (+$26.7K)
Filed 2026-10-09
John A. Wolfe & Associates, Inc.
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$329.8K (+$10.8K)
Filed 2026-11-06
Lauer Wealth, LLC
NEW
Shares863
Change+863
Value$326.7K
Filed 2026-10-13
Advocate Investing Services LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$328.7K (+$10.8K)
Filed 2026-10-26
Clark Financial Services Group Inc
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$328.3K (+$10.7K)
Filed 2026-10-19
Ackerman Capital Advisors, LLC
INCREASED
Shares859 from 857
Change+2 (+0%)
Value$327.1K (+$11.4K)
Filed 2026-10-30
PVG Asset Management Corp
DECREASED
Shares858 from 923
Change-65 (-7%)
Value$326.9K (-$13.1K)
Filed 2026-10-19
Accredited Investors Inc.
INCREASED
Shares857 from 819
Change+38 (+5%)
Value$326.4K (+$24.7K)
Filed 2026-11-03
ZynergyRetirementPlanningLLC
DECREASED
Shares855 from 880
Change-25 (-3%)
Value$325.6K (+$1.4K)
Filed 2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED
Shares851 from 788
Change+63 (+8%)
Value$324.3K (+$33.8K)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares850 from 656
Change+194 (+30%)
Value$323.7K (+$82.1K)
Filed 2026-11-03
David J Yvars Group
INCREASED
Shares850 from 840
Change+10 (+1%)
Value$323.7K (+$14.3K)
Filed 2026-10-09
Citrine Capital LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$323.7K (+$10.6K)
Filed 2026-10-14
Brian LOW Financial Group, LLC
DECREASED
Shares845 from 1,086
Change-241 (-22%)
Value$321.8K (-$78.3K)
Filed 2026-10-28
Financial Security Advisor, Inc.
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$321.4K (+$10.5K)
Filed 2026-11-03
Kelly Financial Services LLC
DECREASED
Shares841 from 886
Change-45 (-5%)
Value$320.3K (-$6.2K)
Filed 2026-10-20
Thrive Wealth Management, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$319.9K (+$10.5K)
Filed 2026-10-13
First Merchants Corp
DECREASED
Shares838 from 988
Change-150 (-15%)
Value$319.1K (-$44.8K)
Filed 2026-10-15
Asset Advisory Group, Inc.
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$319.1K (+$10.4K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$319.1K (+$10.4K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED
Shares836 from 978
Change-142 (-15%)
Value$318.4K (-$41.9K)
Filed 2026-10-21
71 West Capital Partners
DECREASED
Shares832 from 846
Change-14 (-2%)
Value$316.9K (+$5.2K)
Filed 2026-11-04
DKM Wealth Management, Inc.
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$315.3K (+$10.3K)
Filed 2026-10-09
Kavar Capital Partners Group, LLC
INCREASED
Shares827 from 800
Change+27 (+3%)
Value$315.0K (+$20.3K)
Filed 2026-11-06
WestHill Financial Advisors, Inc.
DECREASED
Shares827 from 836
Change-9 (-1%)
Value$315.0K (+$7.0K)
Filed 2026-10-14
Prosperitas Financial LLC
DECREASED
Shares825 from 1,190
Change-365 (-31%)
Value$314.2K (-$124.2K)
Filed 2026-10-28
Coquina Private Wealth LLC
DECREASED
Shares825 from 965
Change-140 (-15%)
Value$314.2K (-$41.3K)
Filed 2026-10-27
Boyum Wealth Architects LLC
INCREASED
Shares825 from 757
Change+68 (+9%)
Value$313.6K (+$35.7K)
Filed 2026-10-06
Amitell Capital Pte Ltd
DECREASED
Shares824 from 1,648
Change-824 (-50%)
Value$313.8K (-$293.3K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares821 from 889
Change-68 (-8%)
Value$312.7K (-$14.8K)
Filed 2026-10-09
Guilbault Capital LLC
DECREASED
Shares820 from 1,497
Change-677 (-45%)
Value$312.3K (-$239.2K)
Filed 2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED
Shares820 from 936
Change-116 (-12%)
Value$312.4K (-$32.5K)
Filed 2026-10-09
First Nebraska Trust Co
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$312.3K (+$10.2K)
Filed 2026-10-30
UMB Bank, n.a.
DECREASED
Shares819 from 1,418
Change-599 (-42%)
Value$311.9K (-$210.5K)
Filed 2026-11-06
Lantern Wealth Advisors, LLC
INCREASED
Shares819 from 741
Change+78 (+11%)
Value$311.9K (+$38.9K)
Filed 2026-10-22
Villere ST Denis J & Co LLC
DECREASED
Shares816 from 1,016
Change-200 (-20%)
Value$310.8K (-$63.5K)
Filed 2026-11-04
Iron Financial LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$309.6K (+$10.1K)
Filed 2026-10-23
TCP Asset Management, LLC
DECREASED
Shares809 from 839
Change-30 (-4%)
Value$307.5K (-$1.5K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$307.7K (+$10.1K)
Filed 2026-10-20
Power Wealth Management LLC
DECREASED
Shares807 from 3,648
Change-2,841 (-78%)
Value$307.3K (-$1.0M)
Filed 2026-10-27
Financial & Tax Architects, LLC
DECREASED
Shares801 from 930
Change-129 (-14%)
Value$305.1K (-$37.5K)
Filed 2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED
Shares801 from 791
Change+10 (+1%)
Value$305.1K (+$13.7K)
Filed 2026-10-22
Redw Wealth LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$305.1K (+$10.0K)
Filed 2026-11-02
Littlejohn Financial Services, Inc.
NEW
Shares800
Change+800
Value$304.7K
Filed 2026-11-06
Barr E S & Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$304.7K (+$10.0K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
DECREASED
Shares795 from 938
Change-143 (-15%)
Value$302.8K (-$42.8K)
Filed 2026-10-13
Grant Private Wealth Management Inc
INCREASED
Shares794 from 709
Change+85 (+12%)
Value$302.3K (+$41.2K)
Filed 2026-10-19
Financial Concepts Unlimited, Inc.
INCREASED
Shares794 from 781
Change+13 (+2%)
Value$302.4K (+$14.7K)
Filed 2026-11-06
Bay Capital Advisors, LLC
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$302.4K (+$9.9K)
Filed 2026-10-16
Allen Wealth Management, LLC
DECREASED
Shares793 from 823
Change-30 (-4%)
Value$302.0K (-$1.2K)
Filed 2026-10-29
RW Investment Management LLC
INCREASED
Shares792 from 554
Change+238 (+43%)
Value$301.6K (+$97.5K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$300.5K (+$9.8K)
Filed 2026-10-29
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$300.1K (+$9.8K)
Filed 2026-11-02
Columbus Macro, LLC
INCREASED
Shares785 from 717
Change+68 (+9%)
Value$299.0K (+$34.8K)
Filed 2026-10-14
Culbertson A N & Co Inc
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$299.0K (+$9.8K)
Filed 2026-10-21
Ehrlich Financial Group
NEW
Shares782
Change+782
Value$297.8K
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
DECREASED
Shares781 from 862
Change-81 (-9%)
Value$297.4K (-$20.1K)
Filed 2026-10-23
Taylor Securities Services, Inc.
INCREASED
Shares780 from 708
Change+72 (+10%)
Value$297.1K (+$36.2K)
Filed 2026-10-20
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares773 from 780
Change-7 (-1%)
Value$294.4K (+$7.1K)
Filed 2026-10-19
Sound Financial Strategies Group, LLC
DECREASED
Shares771 from 773
Change-2 (0%)
Value$293.6K (+$8.9K)
Filed 2026-10-30
Missouri Trust & Investment Co
DECREASED
Shares770 from 819
Change-49 (-6%)
Value$293.2K (-$11.0K)
Filed 2026-11-04
Condor Capital Management
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$293.2K (+$9.6K)
Filed 2026-11-06
Dagco, Inc.
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$293.2K (+$9.6K)
Filed 2026-10-20
Studio Investment Management LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$293.2K (+$9.6K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares768 from 675
Change+93 (+14%)
Value$292.5K (+$43.8K)
Filed 2026-10-08
Bare Financial Services, Inc
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$292.5K (+$9.6K)
Filed 2026-11-04
Granite Islands Private Wealth, LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$291.3K (+$9.5K)
Filed 2026-10-16
MRA Advisory Group
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$291.3K (+$9.5K)
Filed 2026-10-07
Advisortrust Partners, LLC
DECREASED
Shares763 from 895
Change-132 (-15%)
Value$290.6K (-$39.1K)
Filed 2026-11-02
Viewpoint Capital Management LLC
DECREASED
Shares760 from 890
Change-130 (-15%)
Value$289.4K (+$9.5K)
Filed 2026-10-27
Hickory Point Bank & Trust
DECREASED
Shares760 from 785
Change-25 (-3%)
Value$289.4K (+$260)
Filed 2026-10-01
Financial Consulate, Inc
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$289.4K (+$9.5K)
Filed 2026-10-23
William Mack & Associates, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$289.4K (+$9.5K)
Filed 2026-10-27
KFG LLC
NEW
Shares759
Change+759
Value$289.1K
Filed 2026-11-02
TritonPoint Partners, LLC
DECREASED
Shares759 from 1,498
Change-739 (-49%)
Value$289.1K (-$262.8K)
Filed 2026-11-05
Team Financial Group, LLC
DECREASED
Shares759 from 845
Change-86 (-10%)
Value$289.1K (-$22.2K)
Filed 2026-10-30
Stone House Investment Management, LLC
INCREASED
Shares755 from 733
Change+22 (+3%)
Value$287.5K (+$17.5K)
Filed 2026-10-23
Key FInancial Inc
INCREASED
Shares751 from 700
Change+51 (+7%)
Value$286.0K (+$28.1K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
INCREASED
Shares750 from 742
Change+8 (+1%)
Value$285.6K (+$12.3K)
Filed 2026-10-13
Chemung Canal Trust Co
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$285.6K (+$9.3K)
Filed 2026-11-04
Fishman JAY A LTD
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$285.6K (+$9.3K)
Filed 2026-10-26
Waycross Investment Management Co
INCREASED
Shares747 from 693
Change+54 (+8%)
Value$284.5K (+$29.2K)
Filed 2026-10-14
Accredited Investor Services, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$284.5K (+$9.3K)
Filed 2026-10-22
Paragon Capital Management Inc
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$284.5K (+$9.3K)
Filed 2026-10-15
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$284.5K (+$9.3K)
Filed 2026-10-30
Berman McAleer LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$283.7K (+$9.3K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares744 from 633
Change+111 (+18%)
Value$283.3K (+$50.2K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
INCREASED
Shares744 from 692
Change+52 (+8%)
Value$283.5K (+$28.5K)
Filed 2026-10-22
E6 Portfolios, LLC
INCREASED
Shares744 from 701
Change+43 (+6%)
Value$283.4K (+$25.1K)
Filed 2026-10-26
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$283.3K (+$9.3K)
Filed 2026-11-05
Pennsylvania Capital Management Inc
INCREASED
Shares742 from 739
Change+3 (+0%)
Value$282.6K (+$10.4K)
Filed 2026-11-05
Focused Wealth Management, Inc
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$282.7K (+$9.2K)
Filed 2026-10-30
North Forty Two & Co.
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$282.2K (+$9.2K)
Filed 2026-10-19
Todd Wealth Management, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$282.2K (+$9.2K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$281.1K (+$9.2K)
Filed 2026-10-13
Clean Yield Group
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$279.9K (+$9.2K)
Filed 2026-10-28
Measured Risk Portfolios, Inc.
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$276.9K (+$9.1K)
Filed 2026-10-21
North Berkeley Wealth Management, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$276.9K (+$9.1K)
Filed 2026-11-02
John G Ullman & Associates Inc
NEW
Shares725
Change+725
Value$276.1K
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares724
Change+724
Value$275.7K
Filed 2026-10-13
AG Asset Advisory, LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$275.3K (+$9.0K)
Filed 2026-11-06
Confluence Investment Management LLC
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$273.4K (+$8.9K)
Filed 2026-10-01
NorthAvenue LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$273.1K (+$8.9K)
Filed 2026-10-29
Register Financial Advisors LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$272.7K (+$8.9K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares715 from 432
Change+283 (+66%)
Value$272.5K (+$113.3K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$272.3K (+$8.9K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares714 from 986
Change-272 (-28%)
Value$271.9K (-$91.3K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
DECREASED
Shares709 from 754
Change-45 (-6%)
Value$270.0K (-$7.7K)
Filed 2026-10-15
Wavvest Wealth LLC
NEW
Shares704
Change+704
Value$268.1K
Filed 2026-10-21
Jm2 Capital Inc.
DECREASED
Shares704 from 726
Change-22 (-3%)
Value$268.1K (+$667)
Filed 2026-10-14
Clear Point Advisors Inc.
DECREASED
Shares701 from 713
Change-12 (-2%)
Value$267.0K (+$4.3K)
Filed 2026-10-30
First County Bank
DECREASED
Shares700 from 740
Change-40 (-5%)
Value$266.6K (-$6.0K)
Filed 2026-10-13
Cadinha & Co LLC
DECREASED
Shares700 from 730
Change-30 (-4%)
Value$266.6K (-$2.3K)
Filed 2026-10-22
Opus Financial Solutions LLC
DECREASED
Shares700 from 710
Change-10 (-1%)
Value$266.6K (+$5.0K)
Filed 2026-11-06
Mill Capital Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$266.6K (+$8.7K)
Filed 2026-10-26
One Plus One Wealth Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$266.6K (+$8.7K)
Filed 2026-10-16
Capital Planning LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$265.1K (+$8.7K)
Filed 2026-10-09
TradeWell Securities, Llc.
DECREASED
Shares695 from 712
Change-17 (-2%)
Value$264.7K (+$2.4K)
Filed 2026-10-21
BankPlus Trust Department
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$263.5K (+$8.6K)
Filed 2026-11-06
Fagan Associates, Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$263.5K (+$8.6K)
Filed 2026-10-13
Peachtree Investment Partners, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$263.2K (+$8.6K)
Filed 2026-11-05
Diversified Portfolios, Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$262.0K (+$8.6K)
Filed 2026-11-04
Souders Financial Advisors
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$262.0K (+$8.6K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
NEW
Shares687
Change+687
Value$261.6K
Filed 2026-10-14
A&I Financial Services, LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$261.6K (+$8.6K)
Filed 2026-10-15
Kearns & Associates LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$260.9K (+$8.5K)
Filed 2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$259.4K (+$8.5K)
Filed 2026-10-30
Nautilus Advisors LLC
INCREASED
Shares680 from 626
Change+54 (+9%)
Value$259.0K (+$23.0K)
Filed 2026-10-07
Solutions 4 Wealth, Ltd
INCREASED
Shares679 from 597
Change+82 (+14%)
Value$258.6K (+$38.7K)
Filed 2026-11-03
Whelan Financial
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$257.8K (+$8.4K)
Filed 2026-10-28
Tannin Capital LLC
DECREASED
Shares672 from 2,072
Change-1,400 (-68%)
Value$255.9K (-$507.4K)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares671 from 664
Change+7 (+1%)
Value$255.5K (+$10.9K)
Filed 2026-11-06
Miller Financial Services LLC
NEW
Shares670
Change+670
Value$255.2K
Filed 2026-10-20
Opal Wealth Advisors, LLC
INCREASED
Shares670 from 667
Change+3 (+0%)
Value$255.2K (+$9.5K)
Filed 2026-10-16
Chris Bulman Inc
DECREASED
Shares669 from 805
Change-136 (-17%)
Value$254.8K (-$41.8K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares667 from 735
Change-68 (-9%)
Value$254.0K (-$16.7K)
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares666 from 585
Change+81 (+14%)
Value$253.6K (+$38.1K)
Filed 2026-10-26
Washburn Capital Management, Inc.
DECREASED
Shares665 from 690
Change-25 (-4%)
Value$253.3K (-$923)
Filed 2026-10-19
Norden Group LLC
DECREASED
Shares663 from 742
Change-79 (-11%)
Value$252.5K (-$20.8K)
Filed 2026-10-20
Vision Financial Markets LLC
INCREASED
Shares663 from 600
Change+63 (+11%)
Value$253.8K (+$31.4K)
Filed 2026-10-22
Miller Global Investments, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$252.5K (+$8.3K)
Filed 2026-10-02
Monetary Solutions, Ltd
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$252.5K (+$8.3K)
Filed 2026-10-22
Colonial River Investments, LLC
DECREASED
Shares662 from 667
Change-5 (-1%)
Value$252.1K (+$6.4K)
Filed 2026-10-19
Redstone Wealth Management, LLC
INCREASED
Shares660 from 604
Change+56 (+9%)
Value$251.4K (+$28.9K)
Filed 2026-10-20
Alpha Zero LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$250.6K (+$10.4K)
Filed 2026-11-06
Cathy Pareto & Associates, Inc
DECREASED
Shares657 from 1,157
Change-500 (-43%)
Value$250.2K (-$176.0K)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares656 from 754
Change-98 (-13%)
Value$249.8K (-$28.0K)
Filed 2026-10-21
BCR Wealth Strategies, LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$249.8K (+$8.8K)
Filed 2026-11-06
Juno Financial Group LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$249.8K (+$8.2K)
Filed 2026-10-27
Wealth Group Ltd
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$248.6K (+$7.7K)
Filed 2026-10-07
Integras Partners LLC
NEW
Shares653
Change+653
Value$248.7K
Filed 2026-10-30
John Boyer, Inc.
DECREASED
Shares652 from 96,684
Change-96,032 (-99%)
Value$248.3K (-$7.6M)
Filed 2026-10-27
Sage Rhino Capital LLC
DECREASED
Shares652 from 1,032
Change-380 (-37%)
Value$248.2K (-$131.9K)
Filed 2026-10-28
Heirloom Wealth Management
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$247.9K (+$8.1K)
Filed 2026-10-14
3Edge Asset Management, LP
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$247.7K (+$8.2K)
Filed 2026-10-30
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares649 from 712
Change-63 (-9%)
Value$247.2K (-$15.1K)
Filed 2026-10-09
Tranquility Partners, LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$246.8K (+$8.1K)
Filed 2026-10-20
Putney Financial Group LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$246.4K (+$8.1K)
Filed 2026-10-30
Hughes Financial Services, LLC
DECREASED
Shares645 from 667
Change-22 (-3%)
Value$237.7K (-$8.0K)
Filed 2026-10-30
Swmg, LLC
NEW
Shares644
Change+644
Value$237.6K
Filed 2026-10-23
Madison Park Capital Advisors, LLC
DECREASED
Shares643 from 1,516
Change-873 (-58%)
Value$244.9K (+$7.4K)
Filed 2026-10-28
WoodTrust Financial Corp
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$244 (-$235.8K)
Filed 2026-10-09
Patton Fund Management, Inc.
DECREASED
Shares641 from 678
Change-37 (-5%)
Value$244.1K (-$5.6K)
Filed 2026-10-13
Elevation Wealth Management LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$243.0K (+$8.0K)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares637 from 777
Change-140 (-18%)
Value$242.6K (-$43.6K)
Filed 2026-10-09
LCM Capital Management Inc
INCREASED
Shares634 from 607
Change+27 (+4%)
Value$241.5K (+$17.8K)
Filed 2026-10-20
Rasp Wealth Solutions, LLC
DECREASED
Shares634 from 650
Change-16 (-2%)
Value$241.6K (+$2.0K)
Filed 2026-11-06
Beacon Bank & Trust
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$241.5K (+$7.9K)
Filed 2026-10-27
Portside Wealth Group, LLC
DECREASED
Shares632 from 1,105
Change-473 (-43%)
Value$240.7K (-$166.4K)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
INCREASED
Shares632 from 624
Change+8 (+1%)
Value$240.8K (+$10.9K)
Filed 2026-11-04
Peak Financial Management, Inc.
DECREASED
Shares631 from 856
Change-225 (-26%)
Value$240.3K (-$75.0K)
Filed 2026-10-16
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$239.9K (+$7.9K)
Filed 2026-10-28
Weitzel Financial Services, Inc.
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$237.8K (+$1.6K)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
INCREASED
Shares625 from 525
Change+100 (+19%)
Value$238.0K (+$44.6K)
Filed 2026-10-30
Detalus Advisors, LLC
DECREASED
Shares622 from 802
Change-180 (-22%)
Value$236.9K (-$58.6K)
Filed 2026-10-15
Lakeshore Financial Planning, Inc.
INCREASED
Shares621 from 547
Change+74 (+14%)
Value$236.5K (+$35.0K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares620 from 650
Change-30 (-5%)
Value$236.1K (-$3.3K)
Filed 2026-10-06
Carmel Capital Partners, LLC
INCREASED
Shares620 from 595
Change+25 (+4%)
Value$236.1K (+$16.9K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$236.1K (+$7.7K)
Filed 2026-10-19
Serenity Investment Advisors
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$235.4K (-$21.3K)
Filed 2026-10-30
BayBridge Capital Group, LLC
NEW
Shares617
Change+617
Value$235.2K
Filed 2026-10-13
Thrive Capital Management, LLC
NEW
Shares616
Change+616
Value$234.6K
Filed 2026-10-28
Burton Enright Welch
DECREASED
Shares616 from 633
Change-17 (-3%)
Value$234.6K (+$1.4K)
Filed 2026-11-04
Cora Capital Advisors LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$234.2K (+$7.7K)
Filed 2026-11-02
Stewardship Advisors, LLC
INCREASED
Shares614 from 594
Change+20 (+3%)
Value$233.8K (+$15.0K)
Filed 2026-10-20
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$233.5K (+$7.6K)
Filed 2026-11-03
LifePlan Financial, LLC
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$232.1K (+$6.3K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
DECREASED
Shares612 from 698
Change-86 (-12%)
Value$233.1K (-$24.1K)
Filed 2026-10-13
LongView Wealth Management
DECREASED
Shares611 from 678
Change-67 (-10%)
Value$232.7K (-$17.1K)
Filed 2026-10-19
Scissortail Wealth Management, LLC
NEW
Shares610
Change+610
Value$232.3K
Filed 2026-11-03
Boston Common Asset Management, LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$231.9K (+$7.6K)
Filed 2026-10-13
Legacy Financial Independent Advisors LLC
DECREASED
Shares602 from 622
Change-20 (-3%)
Value$229.3K (+$134)
Filed 2026-11-02
Index Fund Advisors, Inc.
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$228.9K (+$7.5K)
Filed 2026-11-05
GKV Capital Management Co., Inc.
DECREASED
Shares600 from 16,123
Change-15,523 (-96%)
Value$228.5K (-$5.7M)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$228.5K (+$7.5K)
Filed 2026-10-05
Trust Co of Oklahoma
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$228.5K (+$7.5K)
Filed 2026-10-15
Blueline Advisors LLC
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$228.1K (+$7.5K)
Filed 2026-10-15
Hamilton Capital, LLC
INCREASED
Shares598 from 582
Change+16 (+3%)
Value$227.7K (+$13.3K)
Filed 2026-10-08
Syntegra Private Wealth Group, LLC
NEW
Shares594
Change+594
Value$226.2K
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares592 from 569
Change+23 (+4%)
Value$225.5K (+$15.8K)
Filed 2026-11-04
Breakwater Capital Group
NEW
Shares590
Change+590
Value$224.7K
Filed 2026-10-09
IAG Wealth Partners, LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$224.3K (+$7.3K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
DECREASED
Shares587 from 802
Change-215 (-27%)
Value$223.7K (-$71.8K)
Filed 2026-10-28
Cobblestone Asset Management LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$223.2K (+$7.3K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$222.4K (+$7.3K)
Filed 2026-10-20
Tenet Wealth Partners, LLC
INCREASED
Shares583 from 581
Change+2 (+0%)
Value$222.0K (+$4.4K)
Filed 2026-10-19
Cascade Investment Advisors, Inc.
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$222.0K (+$7.3K)
Filed 2026-11-02
Pachira Investments Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$221.6K (+$7.3K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
DECREASED
Shares581 from 611
Change-30 (-5%)
Value$221.3K (-$3.8K)
Filed 2026-10-07
Lynx Capital Group LTD
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$220.5K (+$7.2K)
Filed 2026-11-04
Pacifica Partners Inc.
DECREASED
Shares578 from 579
Change-1 (0%)
Value$221.2K (+$2.3K)
Filed 2026-10-09
TCV Trust & Wealth Management, Inc.
NEW
Shares576
Change+576
Value$219.4K
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares574
Change+574
Value$218.6K
Filed 2026-10-07
Traphagen Investment Advisors LLC
DECREASED
Shares573 from 617
Change-44 (-7%)
Value$218.4K (-$9.1K)
Filed 2026-10-14
Foundry Financial Group, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$217.8K (+$7.1K)
Filed 2026-10-28
Wagner Wealth Management, LLC
INCREASED
Shares569 from 568
Change+1 (+0%)
Value$216.7K (+$7.5K)
Filed 2026-10-21
Freedom Day Solutions, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$216.3K (+$7.1K)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares565 from 655
Change-90 (-14%)
Value$215.2K (-$26.1K)
Filed 2026-10-14
Elm3 Financial Group, LLC
NEW
Shares564
Change+564
Value$214.8K
Filed 2026-10-07
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares563 from 824
Change-261 (-32%)
Value$211.6K (-$91.9K)
Filed 2026-10-20
Verity Asset Management, Inc.
NEW
Shares561
Change+561
Value$213.7K
Filed 2026-10-30
Transce3nd, LLC
INCREASED
Shares560 from 15
Change+545 (+3633%)
Value$212.2K (+$206.6K)
Filed 2026-10-26
SFE Investment Counsel
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$213.3K (+$7.0K)
Filed 2026-10-29
FCG Investment Co
NEW
Shares558
Change+558
Value$212.5K
Filed 2026-10-13
Boomfish Wealth Group, LLC
NEW
Shares557
Change+557
Value$212.1K
Filed 2026-10-22
Cascade Investment Group, Inc.
DECREASED
Shares557 from 718
Change-161 (-22%)
Value$212.1K (-$52.4K)
Filed 2026-10-13
Seven Mile Advisory
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$212.1K (+$6.9K)
Filed 2026-10-22
Third View Private Wealth, LLC
DECREASED
Shares556 from 744
Change-188 (-25%)
Value$211.7K (-$62.3K)
Filed 2026-10-30
Tufton Capital Management
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$211 (-$203.8K)
Filed 2026-10-20
HT Partners LLC
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$211.0K (+$6.9K)
Filed 2026-10-20
Fonville Wealth Management LLC
NEW
Shares553
Change+553
Value$210.6K
Filed 2026-10-28
CPR Investments Inc.
DECREASED
Shares551 from 1,126
Change-575 (-51%)
Value$210.0K (-$204.8K)
Filed 2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$203.0K ($0)
Filed 2026-11-03
Journey Beyond Wealth, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$209.5K (+$6.9K)
Filed 2026-11-04
Heck Capital Advisors, LLC
DECREASED
Shares549 from 670
Change-121 (-18%)
Value$209.1K (-$37.7K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED
Shares548 from 543
Change+5 (+1%)
Value$208.7K (+$8.7K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
DECREASED
Shares547 from 568
Change-21 (-4%)
Value$208.3K (-$921)
Filed 2026-10-21
Boyer Financial Services, Inc.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$208.3K (+$1.5K)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
DECREASED
Shares545 from 620
Change-75 (-12%)
Value$207.6K (-$20.8K)
Filed 2026-10-26
Colony Family Offices, LLC
DECREASED
Shares543 from 567
Change-24 (-4%)
Value$206.8K (-$2.1K)
Filed 2026-10-22
Shira Ridge Wealth Management
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$206.8K (+$6.8K)
Filed 2026-10-09
May Hill Capital, LLC
NEW
Shares542
Change+542
Value$206.4K
Filed 2026-11-03
Wealth Architects, LLC
DECREASED
Shares541 from 705
Change-164 (-23%)
Value$206.0K (-$53.7K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$204.5K (+$6.7K)
Filed 2026-10-20
Beacon Wealthcare LLC
NEW
Shares536
Change+536
Value$204.1K
Filed 2026-10-02
Silver Oak Advisory Group, Inc.
NEW
Shares536
Change+536
Value$204.1K
Filed 2026-11-06
Blue Jean Financial LLC
NEW
Shares534
Change+534
Value$203.4K
Filed 2026-10-20
PFC Capital Group, Inc.
NEW
Shares534
Change+534
Value$203.4K
Filed 2026-11-06
Everhart Financial Group, Inc.
NEW
Shares532
Change+532
Value$202.6K
Filed 2026-10-08
Sunburst Financial Group, LLC
NEW
Shares531
Change+531
Value$202.2K
Filed 2026-10-09
Ferguson Shapiro LLC
DECREASED
Shares530 from 821
Change-291 (-35%)
Value$201.8K (-$100.6K)
Filed 2026-10-16
GSG Advisors LLC
NEW
Shares528
Change+528
Value$201.1K
Filed 2026-11-03
Evermay Wealth Management LLC
INCREASED
Shares527 from 443
Change+84 (+19%)
Value$200.7K (+$37.5K)
Filed 2026-11-05
Iowa State Bank
NEW
Shares526
Change+526
Value$200.3K
Filed 2026-10-06
Acumen Wealth Advisors, LLC
INCREASED
Shares526 from 226
Change+300 (+133%)
Value$200.3K (+$117.1K)
Filed 2026-11-05
Creative Capital Management Investments LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$198.4K (+$6.5K)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares512
Change+512
Value$192.5K
Filed 2026-10-13
American National Bank & Trust
DECREASED
Shares505 from 545
Change-40 (-7%)
Value$192.3K (-$8.4K)
Filed 2026-10-07
Summit Securities Group LLC
NEW
Shares500
Change+500
Value$190.4K
Filed 2026-11-05
Peoples Financial Services Corp.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$190.4K (+$6.2K)
Filed 2026-10-20
Robinson Value Management, Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$190.4K (+$6.2K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$187.8K (+$6.1K)
Filed 2026-10-23
Old Second National Bank of Aurora
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$186.2K (+$6.1K)
Filed 2026-10-22
Birch Capital Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$185.9K (+$6.1K)
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares486 from 389
Change+97 (+25%)
Value$185.1K (+$41.8K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$182.0K (+$6.0K)
Filed 2026-10-07
MidAtlantic Capital Management, Inc.
NEW
Shares468
Change+468
Value$178.2K
Filed 2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares468 from 260
Change+208 (+80%)
Value$178.2K (+$82.5K)
Filed 2026-11-06
Bullock Wealth Management Group
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$178.7K (+$5.7K)
Filed 2026-10-09
Concord Wealth Partners
DECREASED
Shares466 from 567
Change-101 (-18%)
Value$177.5K (-$31.5K)
Filed 2026-11-02
Mcdonald Partners LLC
DECREASED
Shares459 from 536
Change-77 (-14%)
Value$174.8K (-$22.6K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$174.5K (+$5.7K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
INCREASED
Shares456 from 442
Change+14 (+3%)
Value$173.7K (+$10.8K)
Filed 2026-10-15
MilWealth Group LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$173.7K (+$5.7K)
Filed 2026-11-02
Bangor Savings Bank
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$171.8K (+$5.6K)
Filed 2026-10-06
Holos Integrated Wealth LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$171.2K (+$992)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares450 from 411
Change+39 (+9%)
Value$171.4K (+$20.0K)
Filed 2026-10-08
Contravisory Investment Management, Inc.
DECREASED
Shares440 from 590
Change-150 (-25%)
Value$167.6K (-$49.8K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
INCREASED
Shares430 from 396
Change+34 (+9%)
Value$163.8K (+$17.9K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
DECREASED
Shares430 from 443
Change-13 (-3%)
Value$163.8K (+$569)
Filed 2026-10-23
Zions Bancorporation, National Association
INCREASED
Shares429 from 386
Change+43 (+11%)
Value$163.4K (+$21.2K)
Filed 2026-11-06
Roxbury Financial LLC
DECREASED
Shares428 from 432
Change-4 (-1%)
Value$163.0K (+$3.9K)
Filed 2026-10-01
Howard Capital Management Group, LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$160.7K (+$5.3K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares418 from 431
Change-13 (-3%)
Value$159.2K (+$420)
Filed 2026-10-09
Entrust Financial LLC
INCREASED
Shares405 from 270
Change+135 (+50%)
Value$154.2K (+$54.8K)
Filed 2026-11-04
High Point Wealth Management, LLC
INCREASED
Shares396 from 386
Change+10 (+3%)
Value$150.8K (+$8.6K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares386
Change+386
Value$147
Filed 2026-10-02
Kentucky Trust Co
INCREASED
Shares365 from 355
Change+10 (+3%)
Value$139.0K (+$8.2K)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares362 from 135
Change+227 (+168%)
Value$138.5K (+$88.8K)
Filed 2026-10-16
Chung Wu Investment Group, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$136.3K (+$4.5K)
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares357 from 231
Change+126 (+55%)
Value$136.0K (+$50.9K)
Filed 2026-10-08
Mascoma Wealth Management LLC
NEW
Shares354
Change+354
Value$134.8K
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares345 from 265
Change+80 (+30%)
Value$131.4K (+$33.8K)
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$127.6K (+$4.2K)
Filed 2026-10-30
Summer Road LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$127.2K (+$4.2K)
Filed 2026-11-05
Pioneer Family Office, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$126.8K (+$4.1K)
Filed 2026-10-30
IFS Advisors, LLC
INCREASED
Shares328 from 16
Change+312 (+1950%)
Value$125.2K (+$119.3K)
Filed 2026-10-14
Guardian Partners Inc.
INCREASED
Shares325 from 250
Change+75 (+30%)
Value$123.8K (+$31.7K)
Filed 2026-10-21
Community Financial Services Group, LLC
DECREASED
Shares316 from 366
Change-50 (-14%)
Value$121.0K (-$14.7K)
Filed 2026-10-15
Godsey & Gibb, Inc
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$119.6K (+$3.9K)
Filed 2026-10-14
Burkett Financial Services, LLC
DECREASED
Shares306 from 356
Change-50 (-14%)
Value$116.5K (-$14.6K)
Filed 2026-10-01
CGC Financial Services, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$116.5K (+$3.8K)
Filed 2026-10-13
Western Pacific Wealth Management, LP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$114.3K (+$3.7K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares297 from 757
Change-460 (-61%)
Value$113 (-$278.9K)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares289 from 105
Change+184 (+175%)
Value$110.1K (+$71.4K)
Filed 2026-10-07
Fortitude Family Office, LLC
INCREASED
Shares284 from 109
Change+175 (+161%)
Value$108.2K (+$68.0K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
INCREASED
Shares283 from 279
Change+4 (+1%)
Value$107.8K (+$5.0K)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$104.7K (+$3.4K)
Filed 2026-10-19
Sima Wealth Partners, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$104.0K (+$3.4K)
Filed 2026-10-19
Cdkv Holdings LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$100.9K (+$3.3K)
Filed 2026-10-28
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$99.0K (+$3.2K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares258
Change+258
Value$98.3K
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares257 from 1,925
Change-1,668 (-87%)
Value$97.9K (-$611.3K)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$94.9K (-$8.8K)
Filed 2026-10-26
James T. Borello RIA
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$91.0K (+$3.0K)
Filed 2026-10-16
RHL Group, LLC
INCREASED
Shares234 from 131
Change+103 (+79%)
Value$89.1K (+$40.8K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares229 from 729
Change-500 (-69%)
Value$87.3K (-$181.3K)
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$83.8K (+$2.7K)
Filed 2026-10-29
Reap Financial Group, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$83.0K (+$2.7K)
Filed 2026-11-02
Beacon Financial Strategies Corp
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$81.9K (+$2.7K)
Filed 2026-10-14
Friedenthal Financial
NEW
Shares213
Change+213
Value$81.1K
Filed 2026-10-27
Hager Investment Management Services, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$80.4K (+$2.6K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$80.4K (+$2.6K)
Filed 2026-10-09
True Wealth Design, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$79.6K (+$2.6K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
INCREASED
Shares207 from 167
Change+40 (+24%)
Value$78.8K (+$17.3K)
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$78.1K (+$2.6K)
Filed 2026-10-28
Goodman Advisory Group, LLC
NEW
Shares200
Change+200
Value$76.2K
Filed 2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$74.6K (+$2.4K)
Filed 2026-10-23
Luken Investment Analytics, LLC
DECREASED
Shares184 from 205
Change-21 (-10%)
Value$70.1K (-$5.4K)
Filed 2026-11-06
Burk Holdings LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$69.3K (+$2.3K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares180 from 192
Change-12 (-6%)
Value$68.6K (-$2.2K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$65.5K (+$2.1K)
Filed 2026-10-21
Keystone Financial Group, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$60.6K (+$2.0K)
Filed 2026-10-13
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$59.0K (+$1.9K)
Filed 2026-10-14
Aventus Investment Advisors, Inc.
DECREASED
Shares152 from 153
Change-1 (-1%)
Value$57.9K (+$1.5K)
Filed 2026-10-09
WPG Advisers, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$57.5K (+$1.9K)
Filed 2026-10-27
MB, Levis & Associates, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$57.1K (+$1.9K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
DECREASED
Shares140 from 975
Change-835 (-86%)
Value$53.3K (-$305.9K)
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$52.2K (+$1.7K)
Filed 2026-10-26
Southern Michigan Bank & Trust
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$50.7K (+$1.7K)
Filed 2026-10-19
4Thought Financial Group Inc.
INCREASED
Shares127 from 125
Change+2 (+2%)
Value$48.4K (+$2.2K)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$45.7K (+$1.5K)
Filed 2026-10-19
First Premier Bank
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$46 (+$2)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares119 from 22
Change+97 (+441%)
Value$45.3K (+$37.2K)
Filed 2026-10-27
DecisionPoint Financial, LLC
DECREASED
Shares117 from 121
Change-4 (-3%)
Value$44.8K (-$60)
Filed 2026-10-27
Coston, McIsaac & Partners
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$43.0K (+$43.0K)
Filed 2026-11-06
NBH Bank
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-11-05
West Financial Advisors, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$42.3K (+$1.4K)
Filed 2026-10-22
United Community Bank
DECREASED
Shares105 from 111
Change-6 (-5%)
Value$40.0K (-$902)
Filed 2026-10-28
Kingdom Financial Group Llc.
INCREASED
Shares103 from 57
Change+46 (+81%)
Value$39.2K (+$18.2K)
Filed 2026-11-04
Asset Management One Co., Ltd.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$38.1K (+$1.2K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$36.8K ($0)
Filed 2026-11-05
Legacies Wealth LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$38.1K (+$1.2K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$35.4K (+$1.2K)
Filed 2026-10-23
Peterson Wealth Management
DECREASED
Shares90 from 161
Change-71 (-44%)
Value$34.3K (-$25.0K)
Filed 2026-11-06
Trust Co
DECREASED
Shares90 from 140
Change-50 (-36%)
Value$34.3K (-$17.3K)
Filed 2026-10-09
Investors Research Corp
INCREASED
Shares87 from 82
Change+5 (+6%)
Value$33.1K (+$2.9K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$33.1K (+$1.1K)
Filed 2026-10-28
Decker Retirement Planning Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$32.8K (+$1.1K)
Filed 2026-10-19
Networth Advisors, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$32.8K (+$1.1K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$31.2K (+$1.0K)
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$31.2K (+$1.0K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$30.8K (+$1.0K)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares80
Change+80
Value$30.5K
Filed 2026-10-28
Downshift Financial, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$30.5K (+$997)
Filed 2026-10-13
Wilkerson Advisory Group LLC
DECREASED
Shares79 from 81
Change-2 (-2%)
Value$30.1K (+$247)
Filed 2026-10-20
Thompson Investment Management, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$30.1K (+$984)
Filed 2026-10-14
Eukles Asset Management
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$25.5K (+$835)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
DECREASED
Shares66 from 850
Change-784 (-92%)
Value$25.1K (-$288.0K)
Filed 2026-10-26
PayPay Securities Corp
DECREASED
Shares66 from 67
Change-1 (-1%)
Value$25.1K (+$454)
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$24.8K (+$810)
Filed 2026-10-26
Gold Investment Management Ltd.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$22.9K (+$751)
Filed 2026-10-19
Addison Advisors LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$21.7K (+$710)
Filed 2026-11-06
Acima Private Wealth, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$19.0K (+$623)
Filed 2026-10-05
Sfam, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$19.0K (+$623)
Filed 2026-11-03
Davis Capital Management
INCREASED
Shares45 from 34
Change+11 (+32%)
Value$17.1K (+$4.6K)
Filed 2026-10-08
Central Pacific Bank - Trust Division
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$14.9K (+$486)
Filed 2026-10-06
Lynch Investment Planning, LLC
NEW
Shares38
Change+38
Value$14.5K
Filed 2026-10-27
Valued Wealth Advisors LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$13.3K (+$436)
Filed 2026-11-05
Milestone Investment Advisors LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$12.2K (+$398)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$9 ($0)
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares23
Change+23
Value$8.8K
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares20
Change+20
Value$7.6K
Filed 2026-10-19
Midwest Capital Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.6K (+$249)
Filed 2026-11-04
Inspire Investing, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$6.9K (+$224)
Filed 2026-10-22
Dorato Capital Management
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$6.4K (-$20)
Filed 2026-10-08
Rothwell Investment Advisors, LLC
NEW
Shares16
Change+16
Value$6.1K
Filed 2026-11-06
Horizon Financial Services, LLC
NEW
Shares13
Change+13
Value$5.0K
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.8K (+$124)
Filed 2026-10-30
Navigoe, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Fairman Group, LLC
NEW
Shares8
Change+8
Value$3.0K
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.9K (+$62)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares4
Change+4
Value$1.5K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares4
Change+4
Value$1.5K
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares4 from 20
Change-16 (-80%)
Value$1.5K (-$5.8K)
Filed 2026-11-05
Russell Investments Group, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (+$38)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$381 (-$16)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 45,173
Change-45,173 (-100%)
Value$0 (-$16.6M)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 30,844
Change-30,844 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-16
Shade Tree Advisors LLC
CLOSED
Shares0 from 28,465
Change-28,465 (-100%)
Value$0 (-$10.5M)
Filed 2026-10-22
Yarbrough Capital, LLC
CLOSED
Shares0 from 22,747
Change-22,747 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-19
Elite Wealth Management, Inc.
CLOSED
Shares0 from 20,951
Change-20,951 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-03
Deutsche Bank Ag\
CLOSED
Shares0 from 9,889
Change-9,889 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-06
PW Nova Financial Services LLC
CLOSED
Shares0 from 9,286
Change-9,286 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-15
Patrick Mauro Investment Advisor, Inc.
CLOSED
Shares0 from 7,347
Change-7,347 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-06
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 6,794
Change-6,794 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-03
Valliance Asset Management Ltd
CLOSED
Shares0 from 3,840
Change-3,840 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 2,993
Change-2,993 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$863.5K)
Filed 2026-10-29
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 1,594
Change-1,594 (-100%)
Value$0 (-$587.2K)
Filed 2026-11-02
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,269
Change-1,269 (-100%)
Value$0 (-$467.5K)
Filed 2026-11-04
Banyan Capital Management, Inc.
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$460.5K)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,249
Change-1,249 (-100%)
Value$0 (-$460.1K)
Filed 2026-11-03
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 1,243
Change-1,243 (-100%)
Value$0 (-$457.9K)
Filed 2026-11-04
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$439.1K)
Filed 2026-10-20
Crown Wealth Group, LLC
CLOSED
Shares0 from 1,190
Change-1,190 (-100%)
Value$0 (-$438.4K)
Filed 2026-10-19
Private Capital Advisors, Inc.
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$421.1K)
Filed 2026-10-06
City Center Advisors, LLC
CLOSED
Shares0 from 1,141
Change-1,141 (-100%)
Value$0 (-$420.3K)
Filed 2026-10-08
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,067
Change-1,067 (-100%)
Value$0 (-$393.0K)
Filed 2026-10-30
Keystone Global Partners, LLC
CLOSED
Shares0 from 998
Change-998 (-100%)
Value$0 (-$367.6K)
Filed 2026-10-13
Roman Butler Fullerton & Co
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$347.7K)
Filed 2026-10-27
Moneywise, Inc.
CLOSED
Shares0 from 876
Change-876 (-100%)
Value$0 (-$322.7K)
Filed 2026-10-30
Davidson Investment Advisors
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$320.5K)
Filed 2026-10-20
Pictet Bank & Trust Ltd
CLOSED
Shares0 from 862
Change-862 (-100%)
Value$0 (-$316.3K)
Filed 2026-10-21
Strategic Equity Management
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$311.3K)
Filed 2026-11-04
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 837
Change-837 (-100%)
Value$0 (-$308.3K)
Filed 2026-11-06
Gibson Capital, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$294.7K)
Filed 2026-10-23
apricus wealth, LLC
CLOSED
Shares0 from 771
Change-771 (-100%)
Value$0 (-$284.0K)
Filed 2026-10-26
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 721
Change-721 (-100%)
Value$0 (-$265.6K)
Filed 2026-10-15
Central Valley Advisors, LLC
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$256.4K)
Filed 2026-10-27
Impact Investors, Inc
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$256.0K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-22
Eagle Bay Advisors LLC
CLOSED
Shares0 from 663
Change-663 (-100%)
Value$0 (-$244.2K)
Filed 2026-10-16
Members Wealth LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-26
Legacy Edge Advisors, LLC
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$227.7K)
Filed 2026-11-06
LFG Wealth Partners, LLC
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-28
Sage Financial Management Group, Inc.
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$216.2K)
Filed 2026-11-06
Sanchez Wealth Management Group
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$212.9K)
Filed 2026-11-02
Axim Planning & Wealth
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-28
Ironsides Asset Advisors, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$111.6K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$79.9K)
Filed 2026-10-13
Private Wealth Management Group, LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$75.9K)
Filed 2026-10-19
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 153
Change-153 (-100%)
Value$0 (-$56.4K)
Filed 2026-11-04
Point Nemo Capital, LLC
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$56.0K)
Filed 2026-11-03
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-13
Islay Capital Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-20
Bochk Asset Management Ltd
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$33.2K)
Filed 2026-10-29
Schuylkill Financial LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-21
Merrithew & Thorsten Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$11)
Filed 2026-11-06
Obsidian CIO, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-05
SBK Financial, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-02
NewSquare Capital LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$15.2M (+$4.4K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 11,018,304
Change-11,018,304 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,752,962
Change-10,752,962 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,097,437
Change-7,097,437 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,417,622
Change-3,417,622 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,042,884
Change-3,042,884 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 2,491,623
Change-2,491,623 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,392,048
Change-2,392,048 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,171,042
Change-2,171,042 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,967,394
Change-1,967,394 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,767,070
Change-1,767,070 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,518,429
Change-1,518,429 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,409,760
Change-1,409,760 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,251,197
Change-1,251,197 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,169,683
Change-1,169,683 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,150,921
Change-1,150,921 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 1,147,529
Change-1,147,529 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 1,106,395
Change-1,106,395 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 952,134
Change-952,134 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 883,441
Change-883,441 (-100%)
Value—
State Street Corp
N/A
Shares— from 828,685
Change-828,685 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 825,188
Change-825,188 (-100%)
Value—
Mizuho Bank, Ltd.
N/A
Shares— from 810,000
Change-810,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 786,926
Change-786,926 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 717,179
Change-717,179 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 694,893
Change-694,893 (-100%)
Value—
Bank of Korea
N/A
Shares— from 679,765
Change-679,765 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 663,904
Change-663,904 (-100%)
Value—
Bracebridge Capital, LLC
N/A
Shares— from 633,450
Change-633,450 (-100%)
Value—
Starr Indemnity & Liability Co
N/A
Shares— from 618,995
Change-618,995 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 617,825
Change-617,825 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 595,810
Change-595,810 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 499,941
Change-499,941 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 484,273
Change-484,273 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 475,000
Change-475,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 456,249
Change-456,249 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 431,530
Change-431,530 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 431,046
Change-431,046 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 423,832
Change-423,832 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 421,700
Change-421,700 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 404,242
Change-404,242 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 400,439
Change-400,439 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 377,545
Change-377,545 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 372,652
Change-372,652 (-100%)
Value—
Blair William & Co
N/A
Shares— from 362,632
Change-362,632 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 362,426
Change-362,426 (-100%)
Value—
Prudential PLC
N/A
Shares— from 360,731
Change-360,731 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 354,993
Change-354,993 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 351,835
Change-351,835 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 344,328
Change-344,328 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 336,283
Change-336,283 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 335,242
Change-335,242 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 331,280
Change-331,280 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 327,060
Change-327,060 (-100%)
Value—
Stenham Asset Management Ltd
N/A
Shares— from 321,659
Change-321,659 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 279,250
Change-279,250 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 269,104
Change-269,104 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 268,796
Change-268,796 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 267,785
Change-267,785 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 263,073
Change-263,073 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 262,000
Change-262,000 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 258,883
Change-258,883 (-100%)
Value—
C V Starr & Co Inc
N/A
Shares— from 251,400
Change-251,400 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 250,120
Change-250,120 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 250,022
Change-250,022 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 248,442
Change-248,442 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 240,262
Change-240,262 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 237,481
Change-237,481 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 234,993
Change-234,993 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 232,419
Change-232,419 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 223,736
Change-223,736 (-100%)
Value—
Texas Treasury Safekeeping Trust Co
N/A
Shares— from 209,009
Change-209,009 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 197,193
Change-197,193 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 193,685
Change-193,685 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 193,409
Change-193,409 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 192,698
Change-192,698 (-100%)
Value—
FIL Ltd
N/A
Shares— from 187,919
Change-187,919 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 187,232
Change-187,232 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 186,651
Change-186,651 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 185,703
Change-185,703 (-100%)
Value—
Children's Medical Center Corp
N/A
Shares— from 185,220
Change-185,220 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 176,820
Change-176,820 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 176,806
Change-176,806 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 174,567
Change-174,567 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 173,839
Change-173,839 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 169,864
Change-169,864 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 166,480
Change-166,480 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 163,287
Change-163,287 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 162,159
Change-162,159 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 153,281
Change-153,281 (-100%)
Value—
Spider Management Company, LLC
N/A
Shares— from 151,799
Change-151,799 (-100%)
Value—
&partners
N/A
Shares— from 144,903
Change-144,903 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 144,451
Change-144,451 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 144,360
Change-144,360 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 142,511
Change-142,511 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 133,182
Change-133,182 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 131,069
Change-131,069 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 127,520
Change-127,520 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 126,963
Change-126,963 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 125,742
Change-125,742 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 122,053
Change-122,053 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 120,727
Change-120,727 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 120,678
Change-120,678 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 119,549
Change-119,549 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 117,681
Change-117,681 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 117,674
Change-117,674 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 114,940
Change-114,940 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 113,040
Change-113,040 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 112,615
Change-112,615 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 111,093
Change-111,093 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 110,075
Change-110,075 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 108,800
Change-108,800 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 106,138
Change-106,138 (-100%)
Value—
Commerce Bank
N/A
Shares— from 103,498
Change-103,498 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 102,676
Change-102,676 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 101,308
Change-101,308 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 95,596
Change-95,596 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 94,794
Change-94,794 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 93,439
Change-93,439 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 92,078
Change-92,078 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 91,032
Change-91,032 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 88,131
Change-88,131 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 86,897
Change-86,897 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 84,894
Change-84,894 (-100%)
Value—
DME Capital Management, LP
N/A
Shares— from 83,421
Change-83,421 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 83,037
Change-83,037 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 82,126
Change-82,126 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 81,942
Change-81,942 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 80,827
Change-80,827 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 80,567
Change-80,567 (-100%)
Value—
S&CO Inc
N/A
Shares— from 80,565
Change-80,565 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 78,415
Change-78,415 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 77,184
Change-77,184 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 76,680
Change-76,680 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 74,013
Change-74,013 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 72,725
Change-72,725 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 72,463
Change-72,463 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 71,824
Change-71,824 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 71,396
Change-71,396 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 71,225
Change-71,225 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 71,225
Change-71,225 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 71,206
Change-71,206 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 70,320
Change-70,320 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 70,240
Change-70,240 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 70,179
Change-70,179 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 68,940
Change-68,940 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 67,991
Change-67,991 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 67,927
Change-67,927 (-100%)
Value—
EFG International AG
N/A
Shares— from 67,536
Change-67,536 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 65,940
Change-65,940 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 65,631
Change-65,631 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 63,893
Change-63,893 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 63,818
Change-63,818 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 63,271
Change-63,271 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 63,245
Change-63,245 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 63,213
Change-63,213 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 62,443
Change-62,443 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 62,125
Change-62,125 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 61,895
Change-61,895 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 61,851
Change-61,851 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 61,454
Change-61,454 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 60,766
Change-60,766 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 60,088
Change-60,088 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 58,862
Change-58,862 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 57,148
Change-57,148 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 56,799
Change-56,799 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 56,374
Change-56,374 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 56,252
Change-56,252 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 56,028
Change-56,028 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 55,979
Change-55,979 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 55,631
Change-55,631 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 55,494
Change-55,494 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 54,020
Change-54,020 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 53,789
Change-53,789 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 51,590
Change-51,590 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 51,206
Change-51,206 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 50,906
Change-50,906 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 50,899
Change-50,899 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cobalt Capital Management, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 49,226
Change-49,226 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 49,217
Change-49,217 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 48,474
Change-48,474 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48,392
Change-48,392 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 48,283
Change-48,283 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 47,951
Change-47,951 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 47,749
Change-47,749 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 47,357
Change-47,357 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 47,353
Change-47,353 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 45,943
Change-45,943 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 45,936
Change-45,936 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 44,819
Change-44,819 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 44,313
Change-44,313 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 44,006
Change-44,006 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 43,117
Change-43,117 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 42,933
Change-42,933 (-100%)
Value—
Motco
N/A
Shares— from 42,644
Change-42,644 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 42,380
Change-42,380 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42,170
Change-42,170 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 42,169
Change-42,169 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 42,160
Change-42,160 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 42,043
Change-42,043 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 41,746
Change-41,746 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 39,950
Change-39,950 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 39,808
Change-39,808 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 39,784
Change-39,784 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 39,722
Change-39,722 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 39,697
Change-39,697 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 39,549
Change-39,549 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 39,035
Change-39,035 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 38,456
Change-38,456 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 38,373
Change-38,373 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 38,367
Change-38,367 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 38,126
Change-38,126 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 38,072
Change-38,072 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 38,048
Change-38,048 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 37,411
Change-37,411 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 37,018
Change-37,018 (-100%)
Value—
Neumeier Poma Investment Counsel LLC
N/A
Shares— from 36,833
Change-36,833 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 35,664
Change-35,664 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 35,420
Change-35,420 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 35,313
Change-35,313 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 35,038
Change-35,038 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 34,638
Change-34,638 (-100%)
Value—
Nwam LLC
N/A
Shares— from 34,546
Change-34,546 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 34,376
Change-34,376 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 33,960
Change-33,960 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 33,026
Change-33,026 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 32,928
Change-32,928 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 32,907
Change-32,907 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 32,672
Change-32,672 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 32,180
Change-32,180 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,128
Change-32,128 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 31,557
Change-31,557 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,429
Change-31,429 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 31,156
Change-31,156 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 31,018
Change-31,018 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 30,925
Change-30,925 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 30,829
Change-30,829 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 30,747
Change-30,747 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 29,899
Change-29,899 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 29,850
Change-29,850 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 29,772
Change-29,772 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 29,417
Change-29,417 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 29,320
Change-29,320 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 28,768
Change-28,768 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 28,321
Change-28,321 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 28,033
Change-28,033 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,013
Change-28,013 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 27,960
Change-27,960 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 27,915
Change-27,915 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 27,744
Change-27,744 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,702
Change-27,702 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 27,650
Change-27,650 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 27,499
Change-27,499 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 27,343
Change-27,343 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 27,236
Change-27,236 (-100%)
Value—
Boston Partners
N/A
Shares— from 27,101
Change-27,101 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 26,941
Change-26,941 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 26,769
Change-26,769 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 26,213
Change-26,213 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 26,104
Change-26,104 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 25,826
Change-25,826 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 25,760
Change-25,760 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 25,372
Change-25,372 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25,263
Change-25,263 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 25,125
Change-25,125 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 24,802
Change-24,802 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 24,745
Change-24,745 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 24,679
Change-24,679 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,930
Change-23,930 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 23,387
Change-23,387 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 23,387
Change-23,387 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 22,928
Change-22,928 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 22,861
Change-22,861 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 22,715
Change-22,715 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 22,614
Change-22,614 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,562
Change-22,562 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 22,553
Change-22,553 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,431
Change-22,431 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 22,283
Change-22,283 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 22,212
Change-22,212 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 22,068
Change-22,068 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,061
Change-22,061 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,928
Change-21,928 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 21,816
Change-21,816 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 21,756
Change-21,756 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 21,545
Change-21,545 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 21,243
Change-21,243 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 21,175
Change-21,175 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 21,039
Change-21,039 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 21,014
Change-21,014 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 20,920
Change-20,920 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 20,737
Change-20,737 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 20,393
Change-20,393 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 20,360
Change-20,360 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 19,866
Change-19,866 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,662
Change-19,662 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,564
Change-19,564 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,564
Change-19,564 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 19,276
Change-19,276 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 19,249
Change-19,249 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 19,231
Change-19,231 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,192
Change-19,192 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 19,055
Change-19,055 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 18,931
Change-18,931 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 18,784
Change-18,784 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 18,663
Change-18,663 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 18,440
Change-18,440 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 17,845
Change-17,845 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 17,806
Change-17,806 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 17,783
Change-17,783 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 17,593
Change-17,593 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 17,482
Change-17,482 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 17,462
Change-17,462 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 17,168
Change-17,168 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 17,125
Change-17,125 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 17,123
Change-17,123 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 17,035
Change-17,035 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,016
Change-17,016 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,892
Change-16,892 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 16,849
Change-16,849 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 16,780
Change-16,780 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 16,608
Change-16,608 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 16,542
Change-16,542 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 16,304
Change-16,304 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 16,041
Change-16,041 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 16,015
Change-16,015 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 15,861
Change-15,861 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 15,709
Change-15,709 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 15,675
Change-15,675 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 15,346
Change-15,346 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 15,276
Change-15,276 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 15,253
Change-15,253 (-100%)
Value—
First Trust Bank, Ltd.
N/A
Shares— from 15,208
Change-15,208 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 14,826
Change-14,826 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,554
Change-14,554 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 14,317
Change-14,317 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 14,310
Change-14,310 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 14,268
Change-14,268 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 14,212
Change-14,212 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 13,808
Change-13,808 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,726
Change-13,726 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 13,626
Change-13,626 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 13,575
Change-13,575 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 13,563
Change-13,563 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 13,231
Change-13,231 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 13,114
Change-13,114 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 13,013
Change-13,013 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 12,842
Change-12,842 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 12,367
Change-12,367 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 12,310
Change-12,310 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 12,157
Change-12,157 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 12,151
Change-12,151 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 12,112
Change-12,112 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
Emmett Investment Management, LP
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 11,759
Change-11,759 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,413
Change-11,413 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,408
Change-11,408 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 11,261
Change-11,261 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 10,963
Change-10,963 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 10,638
Change-10,638 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 10,634
Change-10,634 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 10,616
Change-10,616 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 10,528
Change-10,528 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,159
Change-10,159 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,107
Change-10,107 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 9,916
Change-9,916 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,644
Change-9,644 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,096
Change-9,096 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,791
Change-8,791 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
Centennial Bank
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 8,557
Change-8,557 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 8,226
Change-8,226 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,209
Change-8,209 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 7,920
Change-7,920 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 7,637
Change-7,637 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,302
Change-7,302 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 7,226
Change-7,226 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,077
Change-7,077 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
CIM, LLC
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
III Capital Management
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Invst, LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
ION Fund Management Ltd
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
NWI Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,422
Change-4,422 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Marnell Management LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Avenir Corp
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
American Trust
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 962
Change-962 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 960
Change-960 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 949
Change-949 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 947
Change-947 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 943
Change-943 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 940
Change-940 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 936
Change-936 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 933
Change-933 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 931
Change-931 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 906
Change-906 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 900
Change-900 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 898
Change-898 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 889
Change-889 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 843
Change-843 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 835
Change-835 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Aegis Financial Corp
N/A
Shares— from 828
Change-828 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 825
Change-825 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 817
Change-817 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 806
Change-806 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 774
Change-774 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 772
Change-772 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 766
Change-766 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 755
Change-755 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 743
Change-743 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 738
Change-738 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 725
Change-725 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 701
Change-701 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 682
Change-682 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 669
Change-669 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 666
Change-666 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 644
Change-644 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 636
Change-636 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Ketron Financial
N/A
Shares— from 626
Change-626 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 619
Change-619 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 611
Change-611 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 605
Change-605 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 600
Change-600 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 599
Change-599 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 590
Change-590 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 575
Change-575 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 572
Change-572 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 566
Change-566 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 551
Change-551 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 511
Change-511 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 500
Change-500 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 480
Change-480 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 427
Change-427 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 383
Change-383 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 302
Change-302 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
CNB Bank
N/A
Shares— from 237
Change-237 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 188
Change-188 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 177
Change-177 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 100
Change-100 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 65
Change-65 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 53
Change-53 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 51
Change-51 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 0
Change0
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED4,487,5984,474,651+12,947+0%$1.6B$1.7B+$60.7M2026-11-06
Citigroup Inc
INCREASED3,185,4662,128,786+1,056,680+50%$784.2M$1.2B+$429.0M2026-11-04
Barclays PLC
DECREASED1,075,5431,539,367-463,824-30%$567.1M$409.6M-$157.5M2026-11-06
Ppsc Investment Service Corp
INCREASED789,050772,372+16,678+2%$284.5M$300.5M+$16.0M2026-10-27
US Bancorp \de\
DECREASED786,689810,023-23,334-3%$298.4M$299.6M+$1.2M2026-11-05
Commonwealth Equity Services, LLC
DECREASED770,041820,221-50,180-6%$302.2M$293.3M-$8.9M2026-11-02
PNC Financial Services Group, Inc.
INCREASED766,296711,369+54,927+8%$262.1M$291.8M+$29.8M2026-11-06
Allen Investment Management, LLC
INCREASED580,922531,354+49,568+9%$195.7M$221.2M+$25.5M2026-11-03
Truist Financial Corp
DECREASED523,107532,405-9,298-2%$196.1M$199.2M+$3.1M2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED503,282477,376+25,906+5%$175.9M$191.7M+$15.8M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED496,963572,010-75,047-13%$210.7M$189.3K-$210.5M2026-11-02
WealthNavi Inc.
DECREASED459,075464,989-5,914-1%$171.3M$174.8K-$171.1M2026-10-27
Kestra Advisory Services, LLC
INCREASED400,142366,268+33,874+9%$134.9M$152.4M+$17.5M2026-11-02
Arnhold LLC
DECREASED380,408392,908-12,500-3%$144.7M$144.9M+$135.1K2026-10-26
TD Waterhouse Canada Inc.
INCREASED351,435336,179+15,256+5%$124.7M$134.6M+$10.0M2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED298,158295,275+2,883+1%$108.8M$113.5M+$4.8M2026-11-05
Lido Advisors, LLC
INCREASED278,52698,136+180,390+184%$36.2M$106.1M+$69.9M2026-11-04
Fifth Third Bancorp
DECREASED270,812286,290-15,478-5%$105.5M$103.1M-$2.3M2026-11-05
Rockland Trust Co
DECREASED267,504269,394-1,890-1%$99.2M$101.9M+$2.6M2026-10-05
Jefferies Financial Group Inc.
INCREASED265,00023,107+241,893+1047%$8.5M$100.9M+$92.4M2026-11-05
Atria Investments, Inc
DECREASED244,253316,251-71,998-23%$116.5M$93.0M-$23.5M2026-10-15
Creative Planning
INCREASED230,558220,588+9,970+5%$81.3M$87.8M+$6.5M2026-11-02
Bank of New York Mellon Corp
DECREASED213,301217,600-4,299-2%$80.2M$81.2M+$1.1M2026-11-05
First National Trust Co
INCREASED211,584192,322+19,262+10%$70.8M$80.6M+$9.7M2026-10-28
Belvedere Trading LLC
INCREASED208,62454,830+153,794+280%$20.2M$79.5M+$59.3M2026-11-05
Globalt Investments LLC / GA
INCREASED205,690146,532+59,158+40%$54.0M$78.3M+$24.4M2026-10-27
Briaud Financial Planning Inc
INCREASED205,648199,910+5,738+3%$73.6M$78.3M+$4.7M2026-10-20
Imc-Chicago, LLC
NEW201,806—+201,806——$76.9M—2026-11-05
Temasek Holdings (Private) Ltd
INCREASED199,41468,500+130,914+191%$25.2M$75.9M+$50.7M2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED198,727195,884+2,843+1%$72.2M$75.7M+$3.5M2026-11-05
Payden & Rygel
INCREASED183,650131,000+52,650+40%$48.3M$69.9K-$48.2M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED183,155170,759+12,396+7%$63.0M$67.8M+$4.9M2026-10-13
BCM Advisors, LLC
DECREASED175,586189,286-13,700-7%$70.4M$62.5M-$7.9M2026-11-03
Factory Mutual Insurance Co
UNCHANGED168,500168,50000%$62.1M$64.2M+$2.1M2026-10-30
Oakworth Capital, Inc.
INCREASED157,469155,287+2,182+1%$57.3M$60.0M+$2.6M2026-10-26
Moody Lynn Lieberson & Walker, LLC
INCREASED152,964149,771+3,193+2%$55.2M$58.3M+$3.1M2026-10-14
Northside Capital Management, LLC
INCREASED144,828143,038+1,790+1%$52.7M$55.2M+$2.5M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED143,584138,305+5,279+4%$50.9M$54.7M+$3.7M2026-10-16
Pictet North America Advisors SA
DECREASED142,928156,679-13,751-9%$57.5M$54.2M-$3.3M2026-10-21
Brookstone Capital Management
INCREASED141,596138,521+3,075+2%$51.0M$53.9M+$2.9M2026-10-22
Staley Capital Advisers Inc
DECREASED141,590142,865-1,275-1%$52.6M$53.9M+$1.3M2026-11-06
Perigon Wealth Management, LLC
DECREASED137,652145,838-8,186-6%$53.7M$52.4M-$1.3M2026-10-22
Thrivent Financial for Lutherans
INCREASED130,192121,654+8,538+7%$44.8M$49.6K-$44.8M2026-11-05
Simplex Trading, LLC
INCREASED129,43176,477+52,954+69%$28.2M$49.3M+$21.1M2026-11-04
Allworth Financial LP
INCREASED118,250104,378+13,872+13%$38.5M$43.6M+$5.1M2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED116,191115,207+984+1%$9.3M$9.7M+$404.6K2026-10-27
Keybank National Association
DECREASED114,470115,485-1,015-1%$42.5M$43.6M+$1.1M2026-11-04
Richard C. Young & Co., Ltd.
DECREASED113,504117,182-3,678-3%$43.2M$43.2M+$59.4K2026-11-04
Sapient Capital LLC
DECREASED113,043113,086-430%$41.7M$43.1M+$1.4M2026-10-08
Townsend & Associates, Inc
INCREASED109,120107,371+1,749+2%$39.5M$41.7M+$2.2M2026-10-23
Savant Capital, LLC
INCREASED108,99292,514+16,478+18%$35.8M$41.5M+$5.7M2026-11-06
Corecam Pte. Ltd.
INCREASED108,45598,690+9,765+10%$36.4M$41.3M+$4.9M2026-10-23
Tanglewood Wealth Management, Inc.
DECREASED107,657109,503-1,846-2%$40.3M$41.0M+$661.4K2026-10-23
Oppenheimer & Co Inc
DECREASED103,738105,618-1,880-2%$38.9M$39.5M+$600.0K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED103,68592,391+11,294+12%$34.0M$39.5M+$5.5M2026-11-03
Union Bancaire Privee, UBP SA
DECREASED103,501107,498-3,997-4%$39.2M$39.2M-$4.0K2026-11-04
Intrua Financial, LLC
INCREASED101,407100,661+746+1%$37.1M$38.6M+$1.5M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED100,388100,584-1960%$37.1M$38.2M+$1.2M2026-11-06
Chesley Taft & Associates LLC
INCREASED99,35693,673+5,683+6%$34.5M$37.8M+$3.3M2026-10-13
Vista Finance, LLC
DECREASED98,917101,202-2,285-2%$37.3M$37.7M+$391.0K2026-10-23
Portfolio Design Labs, LLC
DECREASED96,13096,184-540%$35.4M$36.6M+$1.2M2026-11-04
Eurizon Asset Management Hungary Ltd.
UNCHANGED96,04496,04400%$35.4M$36.6M+$1.2M2026-11-06
J.Safra Asset Management Corp
INCREASED92,72982,965+9,764+12%$30.6M$35.3M+$4.8M2026-11-03
AMG National Trust Bank
INCREASED91,75890,911+847+1%$33.5M$34.9M+$1.5M2026-11-05
Prospera Financial Services Inc
DECREASED90,15998,406-8,247-8%$36.3M$32.1M-$4.2M2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED89,84692,399-2,553-3%$34.0M$34.2M+$178.9K2026-10-16
D.A. Davidson & Co.
INCREASED88,44986,674+1,775+2%$31.9M$33.7M+$1.8M2026-10-28
Bailard, Inc.
DECREASED87,257107,198-19,941-19%$39.5M$33.2M-$6.3M2026-10-13
Baldwin Wealth Partners LLC
INCREASED85,93584,652+1,283+2%$31.2M$32.7M+$1.5M2026-10-13
CWA Asset Management Group, LLC
DECREASED85,17990,238-5,059-6%$33.2M$32.4M-$802.3K2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED85,16357,937+27,226+47%$21.3M$32.4M+$11.1M2026-11-03
AlphaCore Capital LLC
DECREASED84,14996,026-11,877-12%$35.4M$32.0M-$3.3M2026-11-04
Independent Financial Group, LLC
INCREASED83,39073,460+9,930+14%$27.1M$31.8M+$4.7M2026-10-13
Valen Private Capital, LLC
NEW79,781—+79,781——$30.4M—2026-10-23
Ascent Group, LLC
INCREASED79,40478,986+418+1%$29.1M$30.2M+$1.1M2026-10-30
Farther Finance Advisors, LLC
DECREASED77,72580,658-2,933-4%$29.7M$29.6M-$112.2K2026-10-08
Bayshore Capital Advisors, LLC
INCREASED76,37175,138+1,233+2%$27.7M$29.1M+$1.4M2026-11-02
Sicart Associates LLC
DECREASED75,45080,898-5,448-7%$29.8M$28.8M-$978.6K2026-10-29
Lee Financial Co
DECREASED73,91874,438-520-1%$27.4M$28.2M+$729.5K2026-10-16
HB Wealth Management, LLC
DECREASED72,93479,173-6,239-8%$29.2M$27.8M-$1.4M2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED72,54678,702-6,156-8%$29.0M$27.6M-$1.4M2026-10-15
Evolution Wealth Advisors, LLC
DECREASED71,30471,878-574-1%$26.5M$27.2M+$677.0K2026-11-03
Northcape Wealth Management, LLC
INCREASED70,30968,528+1,781+3%$25.2M$26.8M+$1.5M2026-11-04
Argos Wealth Advisors, LLC
INCREASED70,17167,482+2,689+4%$24.9M$26.7M+$1.9M2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED69,35867,886+1,472+2%$25.0M$26.4M+$1.4M2026-11-02
GoalVest Advisory LLC
INCREASED68,093363+67,730+18658%$133.7K$206.0K+$72.3K2026-10-02
First Horizon Corp
INCREASED68,06267,461+601+1%$24.9M$25.9M+$1.1M2026-10-26
Horizon Wealth Management, LLC
INCREASED67,87765,929+1,948+3%$24.3M$25.9M+$1.6M2026-11-02
Avalon Capital Management
INCREASED67,09663,245+3,851+6%$23.3M$25.6M+$2.3M2026-11-04
Stackstone Wealth, LLC
NEW65,648—+65,648——$25.0M—2026-10-19
Csenge Advisory Group
INCREASED63,83358,947+4,886+8%$21.7M$24.3M+$2.6M2026-11-04
Central Trust Co
DECREASED62,86164,636-1,775-3%$23.8M$23.9M+$129.4K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED62,62546,116+16,509+36%$17.0M$23.9M+$6.9M2026-10-29
SBI Securities Co., Ltd.
DECREASED61,86365,291-3,428-5%$24.1M$23.6M-$492.0K2026-10-22
MinichMacGregor Wealth Management, LLC
DECREASED61,46889,631-28,163-31%$33.0M$23.4M-$9.6M2026-10-14
Riggs Asset Managment Co. Inc.
INCREASED61,13357,829+3,304+6%$21.3M$23.3M+$2.0M2026-11-05
MGO One Seven LLC
INCREASED60,93156,967+3,964+7%$21.0M$23.2M+$2.2M2026-10-28
AdvisorNet Financial, Inc
INCREASED60,40358,822+1,581+3%$21.7M$22.7M+$1.0M2026-10-15
Corecam AG
INCREASED59,33352,623+6,710+13%$19.4M$22.6M+$3.2M2026-10-29
CoreCap Advisors, LLC
DECREASED58,18360,242-2,059-3%$22.2M$22.2M-$33.3K2026-10-08
Vontobel Holding Ltd.
INCREASED57,22456,353+871+2%$20.8M$21.8M+$1.0M2026-10-16
Fifth Third Securities, Inc.
DECREASED56,25763,117-6,860-11%$23.3M$21.4M-$1.8M2026-10-21
Assetmark, Inc
INCREASED55,36652,455+2,911+6%$19.3M$21.1M+$1.8M2026-10-21
J.W. Cole Advisors, Inc.
INCREASED55,20154,577+624+1%$20.1M$21.0M+$917.7K2026-11-05
Bright Financial Advisors, Inc.
DECREASED53,58653,595-90%$19.7M$20.4M+$664.4K2026-10-23
Client First Capital LLC
INCREASED53,38539,566+13,819+35%$14.6M$20.3M+$5.8M2026-10-22
TD Private Client Wealth LLC
INCREASED53,27651,460+1,816+4%$19.0M$20.3M+$1.3M2026-10-28
RS Crum Inc.
INCREASED53,19452,122+1,072+2%$19.2M$20.3M+$1.1M2026-10-19
Strategic Wealth Investment Group, LLC
DECREASED52,94053,252-312-1%$19.6M$20.2M+$544.7K2026-10-29
ARS Wealth Advisors Group, LLC
DECREASED52,26852,465-1970%$19.3M$19.9M+$578.7K2026-10-16
Parallel Advisors, LLC
DECREASED52,11153,781-1,670-3%$19.8M$19.8M+$34.1K2026-11-03
Anchor Capital Advisors LLC
INCREASED51,70842,601+9,107+21%$15.7M$19.7M+$4.0M2026-11-05
Patten & Patten Inc
INCREASED51,19447,793+3,401+7%$17.6M$19.5M+$1.9M2026-10-26
Dynamic Advisor Solutions LLC
DECREASED50,51852,636-2,118-4%$19.4M$19.2M-$150.9K2026-10-13
Mirae Asset Securities (USA) Inc.
NEW50,099—+50,099——$19.1M—2026-10-15
Pettinga Financial Advisors LLC
DECREASED49,93550,597-662-1%$18.6M$19.0M+$378.5K2026-10-13
Ddfg, Inc
INCREASED49,60548,753+852+2%$18.0M$18.9M+$932.1K2026-10-15
Ball & Co Wealth Management Inc.
INCREASED48,87642,775+6,101+14%$15.8M$18.6M+$2.9M2026-11-05
Meridian Wealth Management, LLC
DECREASED48,85260,480-11,628-19%$22.3M$18.6M-$3.7M2026-11-05
China Universal Asset Management Co., Ltd.
DECREASED48,82059,400-10,580-18%$21.9M$18.7M-$3.2M2026-10-28
Ascent Wealth Partners, LLC
INCREASED47,76345,775+1,988+4%$16.9M$18.2M+$1.3M2026-10-23
Cassia Capital Partners, LLC
INCREASED47,54245,753+1,789+4%$16.9M$18.1M+$1.3M2026-11-04
ACT Wealth Management, LLC
INCREASED47,38338,888+8,495+22%$14.3M$18.0M+$3.7M2026-10-09
DSG Capital Advisors, LLC
INCREASED47,15346,562+591+1%$17.3M$18.0M+$629.7K2026-11-05
Ellsworth Advisors, LLC
INCREASED46,79546,640+155+0%$17.4M$17.8M+$455.0K2026-10-15
GC Wealth Management RIA, LLC
INCREASED46,22145,386+835+2%$16.7M$17.6M+$883.6K2026-11-02
Your Advocates Ltd., LLP
INCREASED45,84444,121+1,723+4%$16.3M$17.5M+$1.2M2026-11-03
Perennial Advisors, LLC
DECREASED45,64646,582-936-2%$17.2M$17.4M+$223.9K2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED45,50845,50800%$16.8M$17.3M+$567.0K2026-11-04
Wallington Asset Management, LLC
DECREASED45,30245,712-410-1%$16.8M$17.3M+$413.4K2026-11-04
Clearstead Advisors, LLC
INCREASED45,22143,348+1,873+4%$16.0M$17.2M+$1.3M2026-11-06
Trilogy Capital Inc.
DECREASED44,694103,753-59,059-57%$38.2M$17.0M-$21.2M2026-10-20
Violich Capital Management, Inc.
DECREASED44,63845,558-920-2%$16.8M$17.0M+$217.3K2026-10-05
Westover Capital Advisors, LLC
DECREASED43,65744,336-679-2%$16.3M$16.6M+$293.9K2026-10-26
Merit Financial Group, LLC
INCREASED43,55037,566+5,984+16%$13.8M$16.6M+$2.7M2026-11-06
Lake Hills Wealth Management, LLC
DECREASED43,42743,786-359-1%$16.1M$16.5M+$408.9K2026-10-07
Larson Financial Group LLC
INCREASED43,15342,229+924+2%$15.6M$16.4M+$877.9K2026-11-05
XML Financial, LLC
INCREASED42,87542,489+386+1%$15.7M$16.3M+$676.4K2026-10-29
Apollon Wealth Management, LLC
INCREASED41,75740,544+1,213+3%$14.9M$15.9M+$967.2K2026-10-23
Florida Trust Wealth Management Co
INCREASED41,23140,858+373+1%$15.1M$15.7M+$651.1K2026-11-05
Natixis
DECREASED40,83861,953-21,115-34%$22.8M$15.6M-$7.3M2026-11-06
Three Bridge Wealth Advisors, LLC
INCREASED40,69838,771+1,927+5%$14.3M$15.5M+$1.2M2026-11-05
Blue Fin Capital, Inc.
INCREASED40,68840,273+415+1%$14.8M$15.5M+$659.9K2026-10-28
Bfsg, LLC
DECREASED40,58841,371-783-2%$15.2M$15.5M+$217.3K2026-10-30
Climber Capital SA
INCREASED40,52140,511+10+0%$13.8M$13.6M-$243.5K2026-10-20
E&G Advisors, LLC
INCREASED40,22740,099+128+0%$14.8M$15.3M+$548.4K2026-10-13
PCG Asset Management, LLC
INCREASED40,090564+39,526+7008%$207.8K$15.3M+$15.1M2026-11-05
Brown University
UNCHANGED39,50039,50000%$14.6M$15.0M+$492.2K2026-11-05
Acorn Creek Capital LLC
DECREASED38,92140,373-1,452-4%$14.9M$14.8M-$49.9K2026-11-05
Greenbush Financial Group, LLC
INCREASED38,89738,619+278+1%$14.2M$14.8M+$587.1K2026-10-15
Level Four Advisory Services, LLC
DECREASED38,89439,261-367-1%$14.5M$14.8M+$349.4K2026-11-06
Strategic Investment Management, LLC
DECREASED38,86041,400-2,540-6%$15.3M$14.8M-$451.5K2026-10-20
Fourpath Capital Management, LLC
DECREASED38,79338,947-1540%$14.3M$14.8M+$426.6K2026-10-19
Sigma Planning Corp
DECREASED38,69844,071-5,373-12%$16.2M$14.7M-$1.5M2026-10-23
Diversify Wealth Management, LLC
INCREASED38,69237,629+1,063+3%$14.1M$14.8M+$710.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED38,69237,629+1,063+3%$14.1M$14.8M+$710.8K2026-10-20
Jacobi Capital Management LLC
INCREASED37,89837,415+483+1%$13.8M$14.4M+$650.1K2026-11-05
Helios Capital Management Pte. LTD
INCREASED37,00032,000+5,000+16%$11.8M$14.1M+$2.3M2026-10-14
Park Avenue Securities LLC
INCREASED36,94336,794+149+0%$13.6M$14.1K-$13.5M2026-10-26
Independence Financial Advisors, LLC
INCREASED36,89735,312+1,585+4%$13.0M$14.1M+$1.0M2026-10-08
Avior Wealth Management, LLC
DECREASED36,71245,443-8,731-19%$16.7M$14.0M-$2.8M2026-10-13
Bank of New Hampshire
DECREASED36,50540,841-4,336-11%$15.0M$13.9M-$1.1M2026-10-06
Davenport & Co LLC
INCREASED36,42034,221+2,199+6%$12.6M$13.9M+$1.3M2026-10-14
OmniStar Financial Group, Inc.
INCREASED35,96235,954+8+0%$13.2M$13.7M+$451.1K2026-10-26
Lyell Wealth Management, LP
INCREASED35,78634,889+897+3%$12.9M$13.6M+$776.3K2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED35,57334,255+1,318+4%$12.6M$13.6M+$943.8K2026-10-29
James Hambro & Partners LLP
DECREASED35,56335,566-30%$13.1M$13.5M+$442.4K2026-10-19
Levin Capital Strategies, L.P.
INCREASED35,43534,135+1,300+4%$12.6M$13.5M+$920.4K2026-11-02
Parsons Capital Management Inc
DECREASED35,39135,968-577-2%$13.2M$13.5M+$228.4K2026-10-28
Oliver Luxxe Assets LLC
INCREASED35,36634,108+1,258+4%$12.6M$13.5M+$904.1K2026-10-14
Clifford Swan Investment Counsel LLC
DECREASED34,94967,082-32,133-48%$24.7M$13.3M-$11.4M2026-11-05
Nations Financial Group Inc,
INCREASED34,91833,718+1,200+4%$12.4M$13.3M+$877.1K2026-11-05
Fortis Group Advisors, LLC
DECREASED34,36836,802-2,434-7%$13.6M$12.2M-$1.3M2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED34,01122,810+11,201+49%$8.4M$13.0M+$4.5M2026-10-13
Sugar Maple Asset Management, LLC
INCREASED33,90533,865+40+0%$12.5M$12.9M+$437.2K2026-10-13
FFG Partners, LLC
DECREASED33,85344,931-11,078-25%$16.6M$12.9M-$3.7M2026-10-15
RFG Advisory, LLC
INCREASED33,67214,323+19,349+135%$5.3M$12.8M+$7.5M2026-11-03
Targeted Financial Services LLC
DECREASED33,41435,937-2,523-7%$13.2M$12.7M-$513.0K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED32,68029,374+3,306+11%$10.8M$12.4M+$1.6M2026-10-21
Citizens Financial Group Inc
DECREASED32,57136,538-3,967-11%$13.5M$12.4M-$1.1M2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED32,33553,798-21,463-40%$19.8M$12.3M-$7.5M2026-10-14
Tamar Securities, LLC
INCREASED32,25630,125+2,131+7%$11.1M$12.3M+$1.2M2026-11-03
Innovative Advisory Group, LLC
DECREASED31,81732,430-613-2%$11.9M$12.1M+$170.6K2026-10-13
Joel Isaacson & Co., LLC
INCREASED31,72630,473+1,253+4%$11.2M$12.1M+$856.9K2026-11-05
GenTrust, LLC
INCREASED31,56930,605+964+3%$11.3M$12.0M+$748.5K2026-11-06
Narus Financial Partners, LLC
DECREASED31,52632,031-505-2%$11.8M$12.0M+$206.8K2026-10-19
Consolidated Capital Management, LLC
INCREASED31,39130,870+521+2%$11.4M$12.0M+$583.1K2026-10-13
Associated Banc-Corp
DECREASED31,02032,019-999-3%$11.8M$11.8M+$18.5K2026-10-30
HCR Wealth Advisors
INCREASED30,55521,345+9,210+43%$7.9M$11.6M+$3.8M2026-10-15
Canton Hathaway, LLC
INCREASED30,55330,474+79+0%$11.2M$11.6M+$409.8K2026-10-23
Grove Bank & Trust
INCREASED30,26726,171+4,096+16%$9.6M$11.5M+$1.9M2026-10-08
Blue Trust, Inc.
INCREASED30,24329,870+373+1%$11.0M$11.5M+$514.1K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED30,19127,047+3,144+12%$10.0M$11.5M+$1.5M2026-10-23
Gruss & Co., LLC
UNCHANGED30,00030,00000%$11.1M$11.4M+$373.8K2026-11-02
swisspartners Advisors Ltd
UNCHANGED29,69029,69000%$10.9M$11.3M+$373.2K2026-11-05
Focus Financial Network, Inc.
DECREASED29,57229,860-288-1%$11.0M$11.3M+$262.4K2026-10-14
Krane Financial Solutions LLC
DECREASED29,49629,689-193-1%$10.9M$11.2M+$296.6K2026-10-30
Sterling Investment Management, LLC
DECREASED29,37232,128-2,756-9%$11.8M$11.2M-$649.3K2026-10-16
Eagle Strategies LLC
INCREASED29,01828,848+170+1%$10.6M$11.1M+$424.2K2026-10-16
Verdence Capital Advisors LLC
INCREASED28,6174,496+24,121+537%$1.7M$10.9M+$9.2M2026-10-26
Strategic Blueprint, LLC
DECREASED28,40629,502-1,096-4%$10.9M$10.8M-$49.7K2026-10-22
Moneco Advisors, LLC
DECREASED28,35528,636-281-1%$10.5M$10.8M+$249.8K2026-11-05
Genesis Private Wealth, LLC
DECREASED28,15228,607-455-2%$10.5M$10.7M+$183.2K2026-11-02
1834 Investment Advisors Co
DECREASED27,92228,248-326-1%$10.4M$10.6M+$227.8K2026-10-16
VestGen Advisors, LLC
DECREASED27,73536,416-8,681-24%$13.4M$10.6M-$2.9M2026-10-27
Integrity Alliance, Llc.
INCREASED27,64618,393+9,253+50%$6.8M$10.5M+$3.8M2026-10-29
Sovran Advisors, LLC
INCREASED27,43726,080+1,357+5%$9.6M$10.1M+$479.3K2026-11-02
Basso Capital Management, L.P.
INCREASED27,40526,610+795+3%$9.8M$10.4M+$634.3K2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED27,22727,075+152+1%$10.0M$10.4M+$395.2K2026-10-26
Wedbush Securities Inc
DECREASED26,88727,207-320-1%$10.0M$10.2K-$10.0M2026-10-22
Bank Pictet & Cie (Europe) AG
DECREASED26,87347,814-20,941-44%$17.5M$10.2M-$7.3M2026-10-20
Compass Wealth Management, LLC
DECREASED26,81426,895-810%$9.9M$10.2M+$304.3K2026-10-30
North Star Investment Management Corp.
INCREASED26,81326,713+100+0%$9.8M$10.2M+$370.9K2026-10-27
Independent Wealth Advisors LLC
INCREASED26,78226,394+388+1%$9.7M$10.2M+$476.6K2026-10-27
Coastline Trust Co
INCREASED26,76625,196+1,570+6%$9.3M$10.2M+$911.9K2026-10-01
Collaborative Capital Advisors LLC
INCREASED26,03525,019+1,016+4%$9.2M$9.9M+$698.7K2026-11-06
Harbor Investment Advisory, LLC
DECREASED25,91527,896-1,981-7%$10.3M$9.9M-$406.9K2026-10-13
Redwood Park Advisors LLC
INCREASED25,75125,721+30+0%$9.5M$9.8M+$331.9K2026-11-02
Banque Pictet & CIE SA
INCREASED25,36719,271+6,096+32%$7.1M$9.6M+$2.6M2026-10-16
Eddie Patel Inc
INCREASED25,20313,004+12,199+94%$4.8M$9.6M+$4.8M2026-11-02
IronBridge Private Wealth, LLC
INCREASED25,15223,244+1,908+8%$8.6M$9.6M+$1.0M2026-11-03
Vise Technologies, Inc.
INCREASED24,86824,846+22+0%$9.2M$9.5M+$318.2K2026-10-29
Skylands Capital, LLC
UNCHANGED24,59024,59000%$9.1M$9.4M+$306.4K2026-10-21
Integrated Advisors Network LLC
DECREASED24,58425,019-435-2%$9.2M$9.4M+$146.3K2026-10-20
Schwartz Investment Counsel Inc
UNCHANGED24,34424,34400%$9.0M$9.3M+$303.3K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED24,28721,324+2,963+14%$7.9M$9.2K-$7.8M2026-10-14
Symphony Financial, Ltd. Co.
DECREASED24,01524,784-769-3%$9.1M$9.2M+$70.1K2026-10-22
Deane Retirement Strategies, Inc.
DECREASED23,78224,163-381-2%$8.9M$9.1M+$157.6K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED23,69523,633+62+0%$8.7M$9.0M+$317.7K2026-10-30
City Holding Co
INCREASED23,40522,914+491+2%$8.4M$8.9M+$472.3K2026-10-19
Oxler Private Wealth LLC
UNCHANGED23,35623,35600%$8.6M$8.9M+$291.0K2026-10-21
Nvwm, LLC
INCREASED23,34923,201+148+1%$8.5M$8.9M+$345.4K2026-10-14
Corepath Wealth Partners LLC
DECREASED23,21624,765-1,549-6%$9.3M$8.7M-$546.8K2026-10-21
HUB Investment Partners, LLC
DECREASED23,20828,427-5,219-18%$10.5M$8.8M-$1.6M2026-11-03
Arch Global Advisors, LLC
DECREASED23,20425,164-1,960-8%$9.3M$8.8M-$432.9K2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED23,09022,974+116+1%$8.5M$8.8M+$330.4K2026-11-05
Midwest Trust Co
INCREASED23,08922,730+359+2%$8.4M$8.8M+$419.9K2026-10-22
Tctc Holdings, LLC
INCREASED22,99221,542+1,450+7%$7.9M$8.8M+$820.6K2026-11-02
Ndwm LLC
INCREASED22,97721,943+1,034+5%$8.1M$8.8M+$667.2K2026-11-05
Princeton Global Asset Management LLC
DECREASED22,64022,867-227-1%$8.4M$8.6M+$198.5K2026-10-21
Beacon Capital Management, Inc.
UNCHANGED22,60222,60200%$8.3M$8.6M+$281.6K2026-10-13
LFA - Lugano Financial Advisors SA
DECREASED22,17822,496-318-1%$8.1M$8.4M+$296.6K2026-11-03
Curated Wealth Partners LLC
UNCHANGED22,14522,14500%$8.2M$8.4M+$275.9K2026-10-15
Sarasin & Partners LLP
DECREASED22,01038,588-16,578-43%$14.2M$8.4M-$5.8M2026-10-13
Choreo, LLC
INCREASED22,00621,997+9+0%$8.1M$8.4M+$278.4K2026-10-28
Biltmore Wealth Management, LLC
INCREASED21,61720,532+1,085+5%$7.6M$8.2M+$669.0K2026-10-09
WealthBridge Capital Management, LLC
INCREASED21,52821,374+154+1%$7.9M$8.2M+$325.0K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED21,51825,087-3,569-14%$9.2M$8.2M-$1.0M2026-10-26
Koshinski Asset Management, Inc.
INCREASED21,41721,090+327+2%$7.8M$8.2M+$387.4K2026-10-29
Golden State Wealth Management, LLC
INCREASED21,24011,898+9,342+79%$4.4M$8.1M+$3.7M2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED21,16020,363+797+4%$7.5M$8.1M+$557.3K2026-10-23
Howland Capital Management LLC
UNCHANGED21,00321,00300%$7.7M$8.0M+$261.7K2026-10-22
waypoint wealth counsel
INCREASED20,76320,710+53+0%$7.6M$7.9M+$278.2K2026-10-22
TSP Capital Management Group, LLC
UNCHANGED20,41420,41400%$7.5M$7.8M+$254.4K2026-10-15
M Holdings Securities, Inc.
INCREASED20,31919,274+1,045+5%$7.3K$7.6K+$2802026-11-03
Spire Wealth Management
DECREASED20,25930,254-9,995-33%$11.1M$7.7M-$3.4M2026-10-30
Cullen T Bankers, Inc.
INCREASED20,24819,636+612+3%$7.2M$7.7M+$477.7K2026-10-28
Cranbrook Wealth Management, LLC
DECREASED20,23720,635-398-2%$7.6M$7.7M+$105.6K2026-10-28
Versant Capital Management, Inc
DECREASED20,19320,255-620%$7.5M$7.7M+$228.8K2026-10-02
Peddock Capital Advisors, LLC
INCREASED20,17416,871+3,303+20%$6.2M$7.7M+$1.5M2026-10-16
Apella Capital, LLC
INCREASED20,13419,573+561+3%$7.4M$7.6M+$179.5K2026-10-08
Westside Investment Management, Inc.
INCREASED20,10218,066+2,036+11%$6.7M$7.7M+$1.0M2026-11-02
Quattro Financial Advisors LLC
INCREASED19,94316,104+3,839+24%$5.9M$7.6M+$1.7M2026-10-15
Bellecapital International Ltd.
DECREASED19,90021,953-2,053-9%$8.1M$7.6M-$508.3K2026-10-21
Sepio Capital, LP
INCREASED19,61718,001+1,616+9%$6.6M$7.5M+$839.7K2026-10-22
Shrier Wealth Management, LLC
DECREASED19,58919,598-90%$7.2M$7.5M+$240.8K2026-10-20
Greg Jennings, LLC
NEW19,406—+19,406——$7.4M—2026-10-19
Hamel Associates, Inc.
INCREASED19,37917,757+1,622+9%$6.5M$7.4M+$839.0K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED19,33720,370-1,033-5%$7.5M$7.4M-$139.8K2026-10-20
5th Street Advisors, LLC
INCREASED19,28018,994+286+2%$7.0M$7.3M+$345.6K2026-11-04
Evexia Wealth LLC
INCREASED19,18716,816+2,371+14%$6.3M$7.1M+$806.7K2026-11-05
Amundi
INCREASED19,16912,293+6,876+56%$4.5M$7.3M+$2.8M2026-11-06
IFP Advisors, Inc
INCREASED19,14116,594+2,547+15%$6.1M$7.3M+$1.2M2026-10-16
TigerOak Management, L.L.C.
DECREASED18,60618,780-174-1%$6.9M$7.1M+$167.7K2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED18,54118,54100%$6.8M$6.8M$02026-10-22
Cornerstone Wealth Management, LLC
DECREASED18,41319,639-1,226-6%$7.2M$7.0M-$222.2K2026-11-04
Retirement Planning Group, LLC
DECREASED18,31819,614-1,296-7%$7.2M$7.0M-$249.2K2026-10-19
Overbrook Management Corp
INCREASED18,2188,424+9,794+116%$3.1M$6.9M+$3.8M2026-10-08
McGuire Investment Group, LLC
INCREASED18,19117,955+236+1%$6.6M$6.9M+$313.6K2026-10-23
Capricorn Fund Managers Ltd
NEW18,100—+18,100——$6.9M—2026-11-03
Confluence Wealth Services, Inc.
DECREASED17,93218,219-287-2%$6.7M$6.8M+$117.7K2026-11-05
Kaydan Wealth Management, Inc.
NEW17,756—+17,756——$6.8M—2026-10-08
AGH Wealth Advisors, LLC
INCREASED17,66517,202+463+3%$6.3M$6.7M+$390.7K2026-10-26
StoneX Group Inc.
INCREASED17,60112,382+5,219+42%$4.7M$6.8M+$2.1M2026-11-03
PFG Advisors
INCREASED17,57615,631+1,945+12%$5.8M$6.7M+$935.5K2026-10-16
Refined Wealth Management
INCREASED17,57317,178+395+2%$6.3M$6.7M+$364.5K2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED17,50717,549-420%$6.5M$6.7M+$202.7K2026-11-04
Weatherly Asset Management L. P.
INCREASED17,31317,258+55+0%$6.4M$6.6M+$236.0K2026-10-20
Kessler Investment Group, LLC
DECREASED17,29318,220-927-5%$6.7M$6.6M-$126.0K2026-10-08
SeaCrest Wealth Management, LLC
INCREASED17,28016,194+1,086+7%$6.0M$6.6M+$615.4K2026-10-21
Marin Bay Wealth Advisors, LLC
INCREASED17,26016,634+626+4%$6.1M$6.6M+$445.7K2026-10-28
Brighton Jones LLC
INCREASED17,06216,479+583+4%$6.1M$6.5M+$427.3K2026-11-03
Montag A & Associates Inc
DECREASED16,95017,332-382-2%$6.4M$6.5M+$70.5K2026-10-29
Modera Wealth Management, LLC
INCREASED16,88815,910+978+6%$5.9M$6.4M+$570.7K2026-10-28
Segment Wealth Management, LLC
DECREASED16,81016,811-10%$6.2M$6.4M+$209.1K2026-10-26
GLR Partners, LLC
INCREASED16,70415,975+729+5%$5.9M$6.4M+$476.7K2026-11-04
Investment Management Corp
DECREASED16,68517,084-399-2%$6.3M$6.4M+$60.9K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED16,66018,193-1,533-8%$6.7M$6.3M-$357.1K2026-10-30
O'Domhnaill Enterprises, Inc.
INCREASED16,61116,043+568+4%$5.9M$6.3M+$416.2K2026-10-29
Journey Advisory Group, LLC
INCREASED16,59416,494+100+1%$6.1M$6.3M+$243.6K2026-11-04
Lynx Investment Advisory
DECREASED16,53516,959-424-2%$6.2M$6.3M+$49.8K2026-10-27
McBroom & Associates, LLC
DECREASED16,48018,373-1,893-10%$6.8M$6.3M-$492.0K2026-10-29
Alpha Advisors, LLC
INCREASED16,40715,667+740+5%$5.8M$6.2M+$477.0K2026-10-19
Apollon Financial, LLC
INCREASED16,36715,988+379+2%$5.9M$6.2M+$343.6K2026-10-23
GoalFusion Wealth Management, LLC
DECREASED16,12416,169-450%$6.0M$6.1M+$184.3K2026-10-06
King Luther Capital Management Corp
INCREASED16,10315,967+136+1%$5.9M$6.1M+$250.7K2026-11-05
Regions Financial Corp
INCREASED16,07415,401+673+4%$5.7M$6.1M+$448.2K2026-11-05
YHB Investment Advisors, Inc.
DECREASED16,06516,270-205-1%$6.0M$6.1M+$124.7K2026-10-08
BlueChip Wealth Advisors LLC
INCREASED16,01414,393+1,621+11%$5.3M$6.1M+$796.7K2026-11-03
Grand Central Investment Group
DECREASED15,98715,994-70%$5.9M$6.1M+$196.6K2026-11-02
Baron Financial Group, LLC
DECREASED15,82415,992-168-1%$5.9M$6.0M+$135.3K2026-10-09
Money Concepts Capital Corp
INCREASED15,70711,912+3,795+32%$4.4M$6.0M+$1.6M2026-11-06
ROI Financial Advisors, LLC
DECREASED15,67116,533-862-5%$6.1M$6.0M-$122.3K2026-10-19
Encompass More Asset Management
DECREASED15,58118,254-2,673-15%$6.7M$5.9M-$790.5K2026-10-16
Signature Equity Partners, LLC
DECREASED15,56516,347-782-5%$6.0M$5.9M-$94.1K2026-10-29
Advus Financial Partners, LLC
INCREASED15,41314,230+1,183+8%$5.2M$5.9M+$627.8K2026-10-20
Kassira Wealth Management LLC
DECREASED15,36015,492-132-1%$5.7M$5.8M+$142.8K2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED15,35214,472+880+6%$5.3M$5.8M+$515.5K2026-10-23
Mackay Shields LLC
UNCHANGED15,33615,33600%$5.6M$5.8M+$191.1K2026-10-13
Stonebridge Financial Group, LLC
INCREASED15,33015,165+165+1%$5.6M$5.8M+$251.8K2026-10-01
Traynor Capital Management, Inc.
INCREASED15,32112,621+2,700+21%$4.6M$5.8M+$1.2M2026-10-29
Cabot Wealth Management Inc
DECREASED15,31315,728-415-3%$5.8M$5.8M+$37.9K2026-11-05
Rye Brook Capital LLC
INCREASED15,30612,346+2,960+24%$4.5M$5.8K-$4.5M2026-10-07
Signal Advisors Wealth, LLC
INCREASED15,19413,338+1,856+14%$4.9M$5.8M+$873.0K2026-10-13
J. Safra Sarasin Holding AG
INCREASED15,15914,957+202+1%$6.0M$6.2M+$162.7K2026-10-26
Capital Investment Advisors, LLC
INCREASED15,05414,618+436+3%$5.4M$5.7M+$348.2K2026-10-22
True Private Wealth Advisors
INCREASED15,02114,289+732+5%$5.3M$5.7M+$457.2K2026-10-19
LS Investment Advisors, LLC
DECREASED14,97219,312-4,340-22%$7.1M$5.7M-$1.4M2026-10-13
United Asset Strategies, Inc.
INCREASED14,96314,664+299+2%$5.4M$5.7M+$296.6K2026-10-28
Burns Matteson Capital Management, LLC
INCREASED14,88614,710+176+1%$5.4M$5.7M+$250.4K2026-10-16
Thompson Siegel & Walmsley LLC
UNCHANGED14,84314,84300%$5.5M$5.7K-$5.5M2026-11-05
Flagship Wealth Advisors, LLC
INCREASED14,83014,730+100+1%$5.4M$5.6M+$221.5K2026-11-03
truNorth Financial Services, Inc.
INCREASED14,66914,579+90+1%$5.4M$5.6M+$215.9K2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED14,66414,570+94+1%$5.4M$5.6M+$217.3K2026-10-19
Encompass Wealth Advisors, LLC
INCREASED14,6007,300+7,300+100%$2.7M$5.6M+$2.9M2026-10-15
Anchyra Partners LLC
INCREASED14,56014,550+10+0%$5.4M$5.5M+$185.1K2026-10-13
Noble Wealth Management PBC
INCREASED14,52614,044+482+3%$5.2M$5.5M+$358.6K2026-10-01
Aries Wealth Management
INCREASED14,42014,130+290+2%$5.2M$5.5M+$286.5K2026-10-23
AFG Fiduciary Services Limited Partnership
INCREASED14,40612,995+1,411+11%$4.9M$5.5M+$584.7K2026-10-21
Pinnacle Associates LTD
DECREASED14,40014,667-267-2%$5.4M$5.5M+$81.1K2026-10-20
Avion Wealth
INCREASED14,33813,792+546+4%$5.1M$5.5K-$5.1M2026-11-04
EverSource Wealth Advisors, LLC
DECREASED14,33614,350-140%$5.3M$5.5M+$173.5K2026-11-04
D.B. Root & Company, LLC
INCREASED14,33112,919+1,412+11%$4.8M$5.5M+$698.7K2026-11-04
Succession Financial, Inc.
DECREASED14,29114,534-243-2%$5.4M$5.4M+$88.7K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED14,10111,684+2,417+21%$4.3M$5.4M+$1.1M2026-10-08
Montis Financial, LLC
INCREASED14,04614,023+23+0%$5.2M$5.3M+$183.5K2026-11-04
Certified Advisory Corp
INCREASED14,01213,218+794+6%$4.9M$5.3M+$467.1K2026-10-29
Portman Square Capital LLP
DECREASED14,00027,000-13,000-48%$9.9M$5.3M-$4.6M2026-10-15
Balefire, LLC
DECREASED13,95514,712-757-5%$5.4M$5.3M-$105.0K2026-10-09
IPG Investment Advisors LLC
INCREASED13,80513,238+567+4%$4.9M$5.3M+$380.9K2026-10-30
Matauro, LLC
INCREASED13,77313,287+486+4%$4.9M$5.2M+$350.6K2026-11-03
Park Edge Advisors, LLC
DECREASED13,67219,006-5,334-28%$7.0M$5.2M-$1.8M2026-10-28
OMC Financial Services LTD
DECREASED13,65734,700-21,043-61%$12.8M$5.2M-$7.6M2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED13,57714,142-565-4%$5.2M$5.2M-$39.0K2026-11-03
Guidance Capital, Inc
DECREASED13,57015,833-2,263-14%$5.8M$4.9M-$870.8K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED13,54114,162-621-4%$5.4M$5.1M-$321.6K2026-10-19
Bell & Brown Wealth Advisors, LLC
DECREASED13,51814,569-1,051-7%$5.4M$5.1M-$218.7K2026-10-16
Angeles Wealth Management, LLC
DECREASED13,50714,217-710-5%$5.2M$5.1M-$93.3K2026-10-26
Bluedoor Private Wealth, LLC
DECREASED13,50114,514-1,013-7%$5.3M$5.1M-$204.9K2026-11-05
NWF Advisory Services Inc.
INCREASED13,50013,112+388+3%$4.8M$5.1M+$311.1K2026-10-19
Bison Wealth, LLC
DECREASED13,33113,361-300%$5.1M$5.1M-$11.3K2026-10-13
Hollow Brook Wealth Management LLC
DECREASED13,30213,433-131-1%$4.9M$5.1M+$117.5K2026-10-29
Pinnacle Financial Group, LLC / IL
INCREASED13,29613,150+146+1%$4.8M$5.1M+$219.4K2026-10-29
SS&H Financial Advisors, Inc.
INCREASED13,24913,049+200+2%$4.8M$5.0K-$4.8M2026-10-28
Wolverine Asset Management LLC
DECREASED13,17917,296-4,117-24%$6.4M$5.0M-$1.4M2026-11-02
Ameraudi Asset Management, Inc.
DECREASED13,14214,883-1,741-12%$5.5M$5.0M-$477.6K2026-11-05
AlphaStar Capital Management, LLC
DECREASED12,98413,332-348-3%$4.9M$4.9M+$33.7K2026-10-16
Zeit Capital LLC
INCREASED12,95512,934+21+0%$4.8M$4.9M+$169.2K2026-10-19
Econ Financial Services Corp
NEW12,863—+12,863——$4.9M—2026-10-19
Inspirion Wealth Advisors, LLC
DECREASED12,78112,916-135-1%$4.8M$4.9M+$80.8K2026-10-09
Independence Wealth Advisors, LLC
INCREASED12,7738,624+4,149+48%$3.2M$4.9M+$1.7M2026-10-29
Mission Wealth Management, LP
DECREASED12,74218,151-5,409-30%$6.7M$4.9M-$1.8M2026-10-15
BigSur Wealth Management LLC
DECREASED12,63816,038-3,400-21%$5.9M$4.8M-$1.1M2026-10-13
DCF Advisers, LLC
DECREASED12,50014,000-1,500-11%$5.2M$4.8M-$396.8K2026-11-04
Wesbanco Bank Inc
DECREASED12,39120,916-8,525-41%$7.7M$4.7M-$3.0M2026-11-04
Cornerstone Advisory, LLC
INCREASED12,38510,741+1,644+15%$4.0M$4.7M+$759.9K2026-11-06
Evergreen Capital Management LLC
INCREASED12,37412,336+38+0%$4.5M$4.7M+$168.2K2026-10-23
Cyndeo Wealth Partners, LLC
UNCHANGED12,31212,31200%$4.5M$4.7M+$153.4K2026-10-16
Old National Bancorp
DECREASED12,27912,474-195-2%$4.6M$4.7M+$81.2K2026-10-20
Obermeyer Wealth Partners
INCREASED12,18411,551+633+5%$4.3M$4.6M+$385.0K2026-10-21
Latitude Advisors, LLC
DECREASED12,12012,497-377-3%$4.6M$4.6M+$12.1K2026-10-27
Acorn Wealth Advisors, LLC
INCREASED12,10611,392+714+6%$4.2M$4.6M+$413.8K2026-10-19
Texas Bank & Trust Co
DECREASED12,02412,148-124-1%$4.5M$4.6M+$104.1K2026-11-04
Partners Wealth Management, LLC
INCREASED11,938821+11,117+1354%$302.5K$4.5M+$4.2M2026-10-28
Platform Technology Partners
INCREASED11,87811,311+567+5%$4.2M$4.5M+$356.8K2026-11-02
Hibernia Wealth Partners, LLC
DECREASED11,81712,438-621-5%$4.6M$4.5M-$81.5K2026-10-29
Shikiar Asset Management Inc
INCREASED11,79111,766+25+0%$4.3M$4.5K-$4.3M2026-10-20
Relyea Zuckerberg Hanson LLC
UNCHANGED11,69611,69600%$4.3M$4.5M+$145.7K2026-10-20
Trust Co of Vermont
INCREASED11,69211,572+120+1%$4.3M$4.5M+$189.9K2026-10-21
Orin Green Financial, LLC
INCREASED11,68611,664+22+0%$4.3M$4.5M+$153.5K2026-10-19
Simon Quick Advisors, LLC
INCREASED11,57710,349+1,228+12%$3.8M$4.4M+$596.5K2026-10-26
Caliber Wealth Management, LLC / KS
DECREASED11,50111,866-365-3%$4.4M$4.4M+$8.8K2026-11-04
Moors & Cabot, Inc.
INCREASED11,46611,026+440+4%$4.1M$4.4M+$305.0K2026-11-06
Veltria Advisors Corp.
INCREASED11,43411,320+114+1%$4.2M$4.4M+$184.5K2026-11-05
FSA Investment Group, LLC
NEW11,425—+11,425——$4.4M—2026-10-07
Bosman Wealth Management, LLC
INCREASED11,40211,176+226+2%$4.1M$4.3M+$225.3K2026-10-28
Curran Financial Partners, LLC
INCREASED11,36411,075+289+3%$4.1M$4.3M+$248.1K2026-11-04
CMG Global Holdings, LLC
DECREASED11,34311,395-520%$4.2M$4.3M+$122.2K2026-10-14
Matrix Trust Co
INCREASED11,32711,265+62+1%$4.2K$4.3K+$1642026-10-07
Lodestar Private Asset Management LLC
DECREASED11,27612,767-1,491-12%$4.7M$4.3M-$408.8K2026-10-26
Fiduciary Family Office, LLC
UNCHANGED11,22311,22300%$4.1M$4.3M+$139.8K2026-11-04
Summit Wealth Group LLC / Co
INCREASED11,195545+10,650+1954%$200.8K$4.3M+$4.1M2026-10-29
SVB Wealth LLC
INCREASED11,1458,715+2,430+28%$3.2M$4.2M+$1.0M2026-11-06
Flagship Private Wealth, LLC
DECREASED11,11011,135-250%$4.1M$4.2M+$129.2K2026-11-05
Able Financial Group, LLC
INCREASED11,06110,520+541+5%$3.9M$4.2M+$337.1K2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED11,00111,911-910-8%$4.4M$4.2M-$198.3K2026-10-16
Marathon Capital Management
INCREASED10,99410,954+40+0%$4.0M$4.2M+$151.7K2026-10-23
Jackson Square Capital, LLC
NEW10,958—+10,958——$4.2M—2026-10-19
Procyon Advisors, LLC
INCREASED10,95510,890+65+1%$4.0M$4.2M+$160.4K2026-10-21
Alliance Wealth Advisors, LLC
INCREASED10,92810,760+168+2%$4.0M$4.2M+$198.1K2026-10-14
Rossmore Private Capital
UNCHANGED10,83410,83400%$4.0M$4.1M+$135.0K2026-10-27
Tepp RIA, LLC
DECREASED10,80022,490-11,690-52%$8.3M$4.1M-$4.2M2026-10-14
FAI Advisors, Inc.
DECREASED10,62614,431-3,805-26%$5.3M$4.0M-$1.3M2026-10-27
Towneley Capital Management, Inc / de
UNCHANGED10,62010,62000%$3.9M$4.0M+$132.3K2026-10-09
Ariston Services Group
DECREASED10,61810,693-75-1%$3.9M$4.0M+$104.7K2026-10-16
Private Trust Co NA
INCREASED10,6118,763+1,848+21%$3.2M$4.0M+$813.0K2026-10-20
Visionary Wealth Advisors
DECREASED10,60711,993-1,386-12%$4.4M$4.0M-$378.4K2026-11-04
Consolidated Investment Group LLC
UNCHANGED10,60010,60000%$3.9M$4.0M+$132.1K2026-11-04
Professional Financial Advisors, LLC
DECREASED10,58311,082-499-4%$4.1M$4.0M-$51.8K2026-10-13
Sheets Smith Wealth Management
DECREASED10,53010,534-40%$3.9M$4.0M+$129.7K2026-10-16
Independent Wealth Network Inc.
INCREASED10,51010,430+80+1%$3.8M$4.0M+$160.2K2026-10-19
Barry Investment Advisors, LLC
DECREASED10,49310,662-169-2%$3.9M$4.0M+$68.5K2026-10-14
Twelve Points Wealth Management LLC
INCREASED10,45810,320+138+1%$3.8M$3.7M-$80.9K2026-11-03
Sterling Financial Planning, Inc.
INCREASED10,37510,288+87+1%$3.8M$4.0M+$161.3K2026-10-28
Gradient Capital Advisors, LLC
INCREASED10,2869,846+440+4%$3.6M$3.9M+$290.4K2026-10-21
Summit Financial Strategies, Inc.
UNCHANGED10,24910,24900%$3.8M$3.9M+$127.7K2026-10-14
Linden Thomas Advisory Services, LLC
INCREASED10,2489,482+766+8%$3.5M$3.9M+$409.9K2026-10-19
Narwhal Capital Management
DECREASED10,20910,244-350%$3.8M$3.9M+$114.3K2026-11-04
Investment Partners, Ltd.
INCREASED10,1885,222+4,966+95%$1.9M$3.9M+$2.0M2026-10-29
Gouws Capital LLC
INCREASED10,16010,030+130+1%$3.7M$3.9M+$174.5K2026-10-09
Altura Wealth Advisors Inc.
INCREASED10,1529,569+583+6%$3.5M$3.9M+$341.3K2026-10-22
Clarity Retirement & Wealth, LLC
INCREASED10,1449,683+461+5%$3.6M$3.9M+$296.2K2026-11-04
Baker Tilly Wealth Management, LLC
DECREASED10,14210,328-186-2%$3.8M$3.9M+$57.9K2026-10-05
Smart Wealth LLC
DECREASED10,13111,746-1,615-14%$4.3M$3.9M-$468.7K2026-11-04
Fermata Advisors, LLC
INCREASED10,11710,038+79+1%$3.7M$3.9M+$155.2K2026-10-13
Sound Income Strategies, LLC
DECREASED10,08810,439-351-3%$3.8M$3.8M-$26.1K2026-10-09
Bridgelight Financial Advisors, Inc.
INCREASED10,0589,785+273+3%$3.6M$3.8M+$225.9K2026-10-20
International Assets Investment Management, LLC
DECREASED10,05310,141-88-1%$3.8M$3.8M+$90.2K2026-11-02
StoryOne LLC
INCREASED10,0445,198+4,846+93%$1.9M$3.8M+$1.9M2026-10-13
Artesa Financial Group, LLC
INCREASED10,0449,870+174+2%$3.6M$3.8M+$189.2K2026-10-29
Global Assets Advisory, LLC
INCREASED10,0419,039+1,002+11%$3.4M$3.8M+$435.1K2026-10-28
Blueprint Investment Partners LLC
NEW10,034—+10,034——$3.8M—2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED10,00310,00300%$3.7M$3.7M$02026-10-16
South Shore Capital Advisors
INCREASED9,9709,890+80+1%$3.6M$3.8M+$153.7K2026-10-20
Titiun Yejiel
UNCHANGED9,9639,96300%$3.7M$3.8M+$124.1K2026-11-06
Mcrae Capital Management Inc
INCREASED9,9607,335+2,625+36%$2.7M$3.8M+$1.1M2026-10-15
Altfest L J & Co Inc
INCREASED9,9161,824+8,092+444%$671.9K$3.8M+$3.1M2026-10-27
Weaver Consulting Group
DECREASED9,87510,034-159-2%$3.7M$3.8M+$64.5K2026-10-07
Laurel Wealth Advisors LLC
INCREASED9,8729,692+180+2%$3.6M$3.8M+$189.3K2026-10-27
Verus Capital Partners, LLC
INCREASED9,7879,130+657+7%$3.4M$3.7M+$364.0K2026-11-03
Lifestyle Asset Management, Inc.
INCREASED9,7859,300+485+5%$3.4M$3.7M+$300.5K2026-10-20
Corundum Group, Inc.
INCREASED9,7769,401+375+4%$3.5M$3.7M+$260.0K2026-10-28
Daiwa Securities Group Inc.
DECREASED9,75011,500-1,750-15%$4.2M$3.7M-$523.2K2026-10-29
Accel Wealth Management
DECREASED9,73810,199-461-5%$3.8M$3.7M-$48.5K2026-10-13
McAlvany Wealth Management LLC
DECREASED9,7269,927-201-2%$3.7M$3.7M+$47.1K2026-10-29
Fiduciary Financial Group, LLC
DECREASED9,6969,761-65-1%$3.6M$3.7M+$96.9K2026-10-13
Sage Investment Advisers LLC
INCREASED9,6589,334+324+3%$3.4M$3.7M+$239.7K2026-10-21
Insight Advisors, LLC/ PA
DECREASED9,6109,872-262-3%$3.6M$3.7M+$23.2K2026-10-22
National Wealth Management Group, LLC
DECREASED9,60310,862-1,259-12%$4.0M$3.7M-$344.0K2026-10-26
Aspire Private Capital, LLC
DECREASED9,5899,825-236-2%$3.6M$3.7M+$32.5K2026-11-05
KCM Investment Advisors LLC
DECREASED9,55810,262-704-7%$3.8M$3.6M-$140.4K2026-10-27
Independence Bank of Kentucky
INCREASED9,5337,540+1,993+26%$2.8M$3.6M+$853.0K2026-10-26
Private Wealth Partners, LLC
INCREASED9,5189,516+2+0%$3.5M$3.6M+$119.3K2026-10-22
Centennial Advisors, LLC
INCREASED9,5139,385+128+1%$3.5M$3.6M+$165.7K2026-10-21
Valley National Advisers Inc
INCREASED9,3898,260+1,129+14%$3.0M$3.6M+$532.9K2026-10-23
Certuity, LLC
DECREASED9,37910,208-829-8%$3.8M$3.6M-$183.1K2026-11-02
Congress Park Capital LLC
DECREASED9,3519,947-596-6%$3.7M$3.6M-$103.0K2026-10-13
Clear Creek Financial Management, LLC
DECREASED9,3299,473-144-2%$3.5M$3.6M+$63.2K2026-10-28
Parcion Private Wealth LLC
DECREASED9,3259,358-330%$3.4M$3.6M+$104.0K2026-10-28
Solstein Capital, LLC
DECREASED9,2919,685-394-4%$3.6M$3.5M-$29.4K2026-11-02
Trust Co of Toledo NA
INCREASED9,2849,168+116+1%$3.4M$3.5M+$158.4K2026-10-16
Wealth Advisory Solutions, LLC
INCREASED9,2708,959+311+3%$3.3M$3.5M+$230.3K2026-10-20
MBL Wealth, LLC
INCREASED9,2659,089+176+2%$3.3M$3.5M+$180.3K2026-10-22
GFS Advisors, LLC
INCREASED9,2596,293+2,966+47%$1.7M$3.5M+$1.8M2026-11-03
World Equity Group, Inc.
DECREASED9,25827,556-18,298-66%$10.1M$3.5M-$6.6M2026-10-14
RPG Investment Advisory, LLC
DECREASED9,24413,431-4,187-31%$4.9M$3.5M-$1.4M2026-10-21
Institute for Wealth Management, Llc.
DECREASED9,21416,163-6,949-43%$6.0M$3.5M-$2.4M2026-11-06
Schneider Downs Wealth Management Advisors, LP
INCREASED9,1877,528+1,659+22%$2.8M$3.5M+$725.6K2026-10-27
Crescent Grove Advisors, LLC
DECREASED9,1689,439-271-3%$3.5M$3.5M+$14.4K2026-10-21
Aspect Partners, LLC
INCREASED9,0858,733+352+4%$3.2M$3.5M+$242.9K2026-10-20
Benin Management Corp
INCREASED9,0788,628+450+5%$3.2M$3.5M+$278.9K2026-10-22
Altar Rock LLC
DECREASED9,0739,237-164-2%$3.4M$3.5M+$86.6K2026-11-06
Americana Partners, LLC
DECREASED9,0409,041-10%$3.3M$3.4M+$112.3K2026-10-28
Taylor & Morgan Wealth Management, LLC
DECREASED9,0059,165-160-2%$3.4M$3.4M+$53.3K2026-10-09
Creekside Partners
DECREASED8,9318,938-70%$3.3M$3.4M+$108.9K2026-11-04
Discipline Wealth Solutions, LLC
DECREASED8,89910,476-1,577-15%$3.9M$3.4M-$469.8K2026-10-14
Vigilare Wealth Management
INCREASED8,8888,218+670+8%$3.0M$3.4M+$357.8K2026-10-29
Grey Ledge Advisors, LLC
INCREASED8,8858,094+791+10%$3.0M$3.4M+$402.4K2026-11-02
Inscription Capital, LLC
DECREASED8,88013,316-4,436-33%$4.9M$3.4M-$1.5M2026-11-02
Hanson & Doremus Investment Management
INCREASED8,8598,475+384+5%$3.1M$3.4K-$3.1M2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED8,8429,070-228-3%$3.3M$3.4M+$26.1K2026-10-21
New England Private Wealth Advisors LLC
INCREASED8,7818,777+4+0%$3.3M$3.3M+$79.9K2026-10-19
Titleist Asset Management, LLC
INCREASED8,7667,889+877+11%$2.9M$3.3M+$432.3K2026-10-08
Total Clarity Wealth Management, Inc.
INCREASED8,6797,260+1,419+20%$2.7M$3.3M+$630.9K2026-10-26
Clear Harbor Asset Management, LLC
INCREASED8,6698,161+508+6%$3.0M$3.3M+$295.2K2026-11-05
Diversified Management Inc
UNCHANGED8,6208,62000%$3.2M$3.3M+$107.4K2026-10-08
Nadler Financial Group, Inc.
UNCHANGED8,6038,60300%$3.2M$3.3M+$107.2K2026-10-23
Compound Planning, Inc.
DECREASED8,58610,254-1,668-16%$3.8M$3.3M-$507.4K2026-11-05
Sendero Wealth Management, LLC
UNCHANGED8,5668,56600%$3.2M$3.3M+$106.7K2026-10-14
Viewpoint Investment Partners Corp
DECREASED8,5659,250-685-7%$3.4M$3.3M-$135.7K2026-10-26
Landmark Wealth Management, Inc.
INCREASED8,5588,531+27+0%$3.1M$3.3M+$116.6K2026-11-04
Rockingstone Advisors LLC
INCREASED8,5172,070+6,447+311%$762.5K$3.2M+$2.5M2026-10-16
Valmark Advisers, Inc.
INCREASED8,4788,208+270+3%$3.0M$3.2M+$205.1K2026-11-06
Edgemoor Investment Advisors, Inc.
INCREASED8,4648,463+1+0%$3.1M$3.2M+$105.5K2026-11-03
United Bank
INCREASED8,4315,946+2,485+42%$2.2M$3.2M+$1.0M2026-11-06
Bedel Financial Consulting, Inc.
INCREASED8,4158,413+2+0%$3.1M$3.2M+$105.6K2026-11-06
Highline Wealth Partners LLC
INCREASED8,3567,524+832+11%$2.8M$3.2M+$410.6K2026-10-19
Amplius Wealth Advisors, LLC
INCREASED8,3537,773+580+7%$2.9M$3.2M+$317.7K2026-10-20
CIBC Asset Management Inc
DECREASED8,34811,487-3,139-27%$4.2M$3.2M-$1.1M2026-11-05
Compass Ion Advisors, LLC
UNCHANGED8,2688,26800%$3.0M$3.1M+$103.0K2026-10-23
Hengehold Capital Management LLC
INCREASED8,2674,635+3,632+78%$1.7M$3.1M+$1.4M2026-10-16
Dedeker Financial LLC
NEW8,171—+8,171——$3.1M—2026-10-23
Centennial Wealth Advisory LLC
DECREASED8,1548,342-188-2%$3.1M$3.1M+$32.3K2026-10-16
Zinnia Wealth Advisory, LLC
INCREASED8,1176,500+1,617+25%$2.4M$3.1M+$696.8K2026-11-06
Augustine Asset Management Inc
DECREASED8,0758,499-424-5%$3.1M$3.1M-$55.6K2026-10-13
Bath Savings Trust Co
DECREASED8,0598,184-125-2%$3.0M$3.1M+$54.4K2026-10-07
Walkner Condon Financial Advisors LLC
DECREASED8,0348,141-107-1%$3.0M$3.1M+$60.7K2026-11-02
Welch Group, LLC
DECREASED8,0078,625-618-7%$3.2M$3.0M-$127.9K2026-10-29
CVS Health Corp
NEW8,000—+8,000——$3.0M—2026-11-05
Samalin Investment Counsel, LLC
INCREASED7,9957,991+4+0%$2.9M$3.0M+$101.1K2026-10-23
LVM Capital Management LTD
INCREASED7,9757,475+500+7%$2.8K$3.0M+$3.0M2026-10-20
Gerber Kawasaki Wealth & Investment Management
DECREASED7,8738,367-494-6%$3.1M$3.0M-$83.9K2026-10-29
Turning Point Benefit Group, Inc.
INCREASED7,8287,190+638+9%$2.7M$3.0M+$345.4K2026-10-28
Nicholas Hoffman & Company, Llc.
DECREASED7,8018,073-272-3%$3.0M$3.0M-$3.0K2026-10-30
Bluesphere Advisors LLC
DECREASED7,7178,268-551-7%$3.0M$2.9M-$106.7K2026-10-19
NavPoint Financial, Inc.
DECREASED7,6917,716-250%$2.8M$2.9M+$86.6K2026-10-21
AUA Capital Management, LLC
DECREASED7,6317,816-185-2%$2.9M$2.9M+$26.9K2026-10-15
Valeo Financial Advisors, LLC
INCREASED7,6207,470+150+2%$2.8M$2.9M+$150.2K2026-10-08
Wisconsin Wealth Advisors, LLC
INCREASED7,6147,610+4+0%$2.8M$2.9M+$96.3K2026-10-08
Ritholtz Wealth Management
INCREASED7,5617,177+384+5%$2.6M$2.9M+$235.7K2026-11-05
First Bank & Trust
INCREASED7,5497,331+218+3%$2.7M$2.9M+$174.4K2026-10-19
HBK Sorce Advisory LLC
INCREASED7,5227,282+240+3%$2.8M$2.8M-$12.8K2026-11-06
N10 Wealth, LLC
NEW7,500—+7,500——$2.9M—2026-10-14
Chicago Partners Investment Group LLC
DECREASED7,4848,384-900-11%$3.1M$2.7M-$371.1K2026-10-27
Baker Ellis Asset Management LLC
UNCHANGED7,4697,46900%$2.8M$2.8M+$93.1K2026-10-14
Legacy Advisors, LLC
UNCHANGED7,4537,45300%$2.7M$2.8M+$92.9K2026-10-19
Carnegie Investment Counsel
INCREASED7,3936,951+442+6%$2.6M$2.8M+$254.9K2026-10-20
Sincerus Advisory, LLC
INCREASED7,3926,807+585+9%$2.5M$2.8M+$307.6K2026-10-09
Armstrong Advisory Group, Inc
DECREASED7,3717,594-223-3%$2.8M$2.8M+$9.7K2026-10-09
Magnus Financial Group LLC
UNCHANGED7,3707,37000%$2.7M$2.8M+$91.8K2026-10-21
Plan Group Financial, LLC
INCREASED7,3697,098+271+4%$2.6M$2.8M+$168.1K2026-10-22
Sowell Financial Services LLC
INCREASED7,3496,770+579+9%$2.5M$2.8M+$304.6K2026-10-23
Simplicity Wealth,LLC
INCREASED7,3385,666+1,672+30%$2.1M$2.8M+$707.4K2026-10-23
Astra Wealth Partners LLC
UNCHANGED7,3297,32900%$2.7M$2.8M+$91.3K2026-11-06
Werba Rubin Papier Wealth Management
DECREASED7,3177,351-340%$2.7M$2.8M+$78.6K2026-11-06
Penn Davis Mcfarland Inc
UNCHANGED7,2837,28300%$2.7M$2.8M+$90.7K2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED7,2177,21700%$2.7M$2.7M+$89.9K2026-10-27
Visionary Horizons, LLC
INCREASED7,2136,522+691+11%$2.4M$2.7M+$344.7K2026-10-22
Pullen Investment Management, LLC
INCREASED7,1967,163+33+0%$2.6M$2.7M+$101.8K2026-10-23
Good Steward Wealth Advisors,LLC
INCREASED7,1816,524+657+10%$2.4M$2.7M+$331.5K2026-11-06
Financial Guidance Group, Inc.
DECREASED7,1597,200-41-1%$2.7M$2.7M+$73.9K2026-10-21
EPG Wealth Management LLC
DECREASED7,1547,463-309-4%$2.7M$2.7M-$24.7K2026-11-03
PKS Advisory Services, LLC
UNCHANGED7,1317,13100%$2.6M$2.6M$02026-10-26
Investment Management Trust, LLC
INCREASED7,1206,447+673+10%$2.4M$2.7M+$336.6K2026-11-05
CRA Financial Services, LLC
INCREASED7,1157,090+25+0%$2.6M$2.7M+$97.9K2026-10-16
Quest 10 Wealth Builders, Inc.
DECREASED7,0867,209-123-2%$2.7M$2.7M+$33.6K2026-11-02
Shuttleworth & Co
DECREASED7,0747,241-167-2%$2.7M$2.7M+$26.6K2026-10-30
Primoris Wealth Advisors, LLC
INCREASED7,0601,425+5,635+395%$525.0K$2.7M+$2.2M2026-10-28
First Bancorp, Inc
INCREASED7,0467,020+26+0%$2.6M$2.7M+$97.4K2026-10-26
Jeppson Wealth Management, LLC
INCREASED7,0086,821+187+3%$2.5M$2.7M+$156.2K2026-10-20
Financial Management Network Inc
UNCHANGED6,9986,99800%$2.6M$2.7M+$82.1K2026-10-09
Glass Jacobson Investment Advisors llc
DECREASED6,9937,003-100%$2.6M$2.7M+$83.5K2026-10-26
Destiny Wealth Partners, LLC
DECREASED6,9816,984-30%$2.6M$2.5M-$70.1K2026-11-05
Allied Investment Advisors, LLC
INCREASED6,9676,957+10+0%$2.6M$2.7M+$90.5K2026-10-13
Soltis Investment Advisors LLC
DECREASED6,9506,992-42-1%$2.6M$2.6M+$70.9K2026-10-28
Purkiss Capital Advisors LLC
DECREASED6,9486,988-40-1%$2.6M$2.6M+$71.8K2026-11-06
Krilogy Financial LLC
INCREASED6,9195,058+1,861+37%$1.9M$2.6M+$780.8K2026-10-13
Gables Capital Management Inc.
INCREASED6,9025,598+1,304+23%$2.1M$2.6M+$566.4K2026-11-04
Kercheville Advisors, LLC
DECREASED6,8697,144-275-4%$2.6M$2.6M-$15.7K2026-10-19
Indivisible Partners
DECREASED6,85415,285-8,431-55%$5.6M$2.6M-$3.0M2026-10-26
Aprio Wealth Management, LLC
INCREASED6,8486,544+304+5%$2.4M$2.6M+$197.3K2026-10-28
Firestone Capital Management
DECREASED6,8357,427-592-8%$2.7M$2.6M-$132.9K2026-11-03
Emergent Wealth Advisors, LLC
DECREASED6,8269,471-2,645-28%$3.4M$2.6M-$773.9K2026-10-09
Cove Private Wealth, LLC
UNCHANGED6,8256,82500%$2.5M$2.6M+$85.0K2026-10-28
Kraft, Davis & Associates, LLC
INCREASED6,7974,595+2,202+48%$1.7M$2.6M+$866.3K2026-10-21
Pittenger & Anderson Inc
DECREASED6,7738,008-1,235-15%$2.9M$2.6M-$370.6K2026-11-02
Accurate Wealth Management, LLC
DECREASED6,7267,237-511-7%$2.7M$2.6M-$161.3K2026-10-20
Eastern Bank
DECREASED6,7266,810-84-1%$2.5M$2.6M+$52.9K2026-10-05
Brighton Securities Corp.
INCREASED6,7246,139+585+10%$2.3M$2.6M+$299.3K2026-10-08
S.A. Mason LLC
INCREASED6,7136,630+83+1%$2.4M$2.6M+$114.2K2026-10-13
Seamount Financial Group Inc
DECREASED6,6796,746-67-1%$2.5M$2.5M+$58.5K2026-10-21
SpringVest Wealth Management LLC
DECREASED6,6326,646-140%$2.4M$2.5M+$77.5K2026-10-27
Trek Financial, LLC
DECREASED6,5928,198-1,606-20%$3.0M$2.5M-$509.3K2026-10-29
First Citizens Bank & Trust Co
INCREASED6,5726,473+99+2%$2.4M$2.5M+$118.4K2026-10-14
Cadent Capital Advisors, LLC
INCREASED6,5396,417+122+2%$2.4M$2.5M+$126.4K2026-10-09
F&V Capital Management, LLC
UNCHANGED6,5306,53000%$2.4M$2.5K-$2.4M2026-10-19
J2 Capital Management Inc
INCREASED6,5255,906+619+10%$2.2M$2.5M+$309.3K2026-10-19
Lederer & Associates Investment Counsel
UNCHANGED6,5236,52300%$2.4K$2.5K+$812026-10-23
Praxis Capital Management LLC
DECREASED6,50014,200-7,700-54%$5.2M$2.5M-$2.8M2026-10-16
Ascentis Independent Advisors
INCREASED6,48718+6,469+35939%$6.6K$2.5M+$2.5M2026-11-03
Raleigh Capital Management Inc.
DECREASED6,4696,875-406-6%$2.5M$2.5M-$69.0K2026-10-28
D'Orazio & Associates, Inc.
DECREASED6,4446,616-172-3%$2.4M$2.5M+$16.9K2026-11-04
Kachkovsky & Fisher, Inc.
DECREASED6,4366,588-152-2%$2.4M$2.5M+$24.2K2026-10-21
Excalibur Management Corp
DECREASED6,4146,665-251-4%$2.5M$2.4M-$12.6K2026-11-02
Gibbs Wealth Management
DECREASED6,4058,011-1,606-20%$3.0M$2.4M-$511.7K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED6,3906,029+361+6%$2.2M$2.4M+$212.4K2026-10-13
BKM Wealth Management, LLC
INCREASED6,3895,590+799+14%$2.1M$2.4M+$373.9K2026-10-22
CX Institutional
INCREASED6,3794,362+2,017+46%$1.6K$2.4K+$8222026-10-02
Helium Advisors LLC
DECREASED6,3556,997-642-9%$2.6M$2.4M-$157.3K2026-10-23
McHugh Group, LLC
DECREASED6,3356,385-50-1%$2.4M$2.4M+$60.5K2026-10-19
Crestwood Advisors Group, LLC
INCREASED6,3136,283+30+0%$2.3M$2.4M+$89.7K2026-10-27
White Lighthouse Investment Management Inc.
UNCHANGED6,3016,30100%$2.3M$2.4M+$78.5K2026-10-21
Lionsbridge Wealth Management LLC
DECREASED6,2986,793-495-7%$2.5M$2.4M-$103.9K2026-10-26
Herold Advisors, Inc.
INCREASED6,2796,129+150+2%$2.3M$2.4M+$134.3K2026-10-19
Arlington Trust Co LLC
DECREASED6,2616,751-490-7%$2.5M$2.4M-$102.5K2026-10-20
Roan Capital Partners
INCREASED6,2535,074+1,179+23%$1.9M$2.4M+$512.2K2026-10-09
Element Pointe Advisors, LLC
UNCHANGED6,1876,18700%$2.3M$2.4M+$77.1K2026-10-21
TBH Global Asset Management, LLC
UNCHANGED6,1796,17900%$2.3M$2.4M+$77.0K2026-11-03
Rebalance, LLC
UNCHANGED6,1716,17100%$2.3M$2.4M+$76.9K2026-10-22
Austin Wealth Management, LLC
DECREASED6,1566,161-50%$2.3M$2.3M+$61.0K2026-11-06
High Note Wealth, LLC
DECREASED6,1496,235-86-1%$2.3M$2.3M+$44.9K2026-10-27
Victory Financial Group, LLC
INCREASED6,1376,009+128+2%$2.2M$2.3M+$123.6K2026-10-27
Naples Global Advisors, LLC
INCREASED6,1265,958+168+3%$2.2M$2.3M+$138.2K2026-11-05
Clarus Wealth Advisors
DECREASED6,1166,490-374-6%$2.4M$2.4M-$78.2K2026-10-13
Oarsman Capital, Inc.
DECREASED6,1066,134-280%$2.3M$2.3M+$65.8K2026-11-05
Beirne Wealth Consulting Services, LLC
UNCHANGED6,1036,10300%$2.2M$2.3M+$76.0K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED6,1015,861+240+4%$2.2M$2.3M+$164.5K2026-10-29
Bradley & Co. Private Wealth Management, LLC
DECREASED6,0776,152-75-1%$2.3M$2.3M+$48.1K2026-10-23
Cowa, LLC
DECREASED6,0326,308-276-4%$2.3M$2.3M-$26.5K2026-10-30
Silverlake Wealth Management LLC
UNCHANGED6,0326,03200%$2.2M$2.3M+$75.0K2026-10-21
Account Management LLC
UNCHANGED6,0256,02500%$2.2M$2.3M+$75.1K2026-11-04
Signaturefd, LLC
INCREASED6,0226,010+12+0%$2.2M$2.3M+$79.5K2026-10-23
Huntleigh Advisors, Inc.
INCREASED6,0165,016+1,000+20%$1.8M$2.3M+$443.3K2026-11-03
Heritage OAK Wealth Advisors LLC
INCREASED6,0025,672+330+6%$2.1M$2.3M+$196.4K2026-10-14
Isthmus Partners, LLC
UNCHANGED6,0006,00000%$2.2M$2.3M+$74.8K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED5,9726,083-111-2%$2.2M$2.3M+$33.5K2026-10-16
Three Seasons Wealth, LLC
DECREASED5,91532,448-26,533-82%$12.0M$2.3M-$9.7M2026-11-03
Connective Portfolio Management, LLC
UNCHANGED5,9155,91500%$2.2M$2.3M+$73.7K2026-10-22
Daymark Wealth Partners, LLC
INCREASED5,8965,804+92+2%$2.1M$2.2M+$107.4K2026-11-04
Rossby Financial, LCC
INCREASED5,8863,828+2,058+54%$1.4M$2.2M+$831.5K2026-11-05
Balboa Wealth Partners
DECREASED5,87513,822-7,947-57%$5.1M$2.2M-$2.9M2026-10-20
Cornerstone Planning Group LLC
DECREASED5,8715,915-44-1%$2.2M$2.3M+$15.4K2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED5,8355,885-50-1%$2.2M$2.2M+$54.3K2026-10-23
American Institute for Advanced Investment Management, LLP
DECREASED5,8316,167-336-5%$2.3M$2.2M-$54.4K2026-11-03
Reyes Financial Architecture, Inc.
INCREASED5,8215,559+262+5%$2.0M$2.2M+$169.0K2026-10-22
Lavelle Capital LP
UNCHANGED5,8135,81300%$2.1M$2.2M+$72.4K2026-11-03
SteelPeak Wealth, LLC
DECREASED5,8059,931-4,126-42%$3.7M$2.2M-$1.4M2026-10-16
Wolff Wiese Magana LLC
INCREASED5,7915,534+257+5%$2.0M$2.2M+$166.8K2026-10-15
Towne Trust Company, N.a
INCREASED5,7894,964+825+17%$1.8M$2.2M+$376.0K2026-10-28
Finer Wealth Management, Inc.
INCREASED5,7885,413+375+7%$2.0M$2.2M+$210.3K2026-10-16
Personal CFO Solutions, LLC
DECREASED5,74111,346-5,605-49%$4.2M$2.2M-$2.0M2026-11-06
Brandywine OAK Private Wealth LLC
DECREASED5,7345,766-32-1%$2.1M$2.2M+$59.4K2026-10-23
OAK Family Advisors, LLC
DECREASED5,7335,911-178-3%$2.2M$2.2M+$5.9K2026-10-19
Pegasus Asset Management, Inc.
DECREASED5,6935,708-150%$2.1M$2.2M+$65.4K2026-11-03
Ignite Planners, LLC
DECREASED5,6236,965-1,342-19%$2.6M$2.1M-$424.3K2026-10-14
Ballast Rock Private Wealth LLC
DECREASED5,5955,665-70-1%$2.1M$2.1M+$43.9K2026-10-26
Hurley Capital, LLC
INCREASED5,5514,984+567+11%$1.8M$2.1M+$278.0K2026-11-05
Axiom Investment Management LLC
DECREASED5,5015,629-128-2%$2.1M$2.1M+$21.4K2026-11-03
Argentarii, LLC
UNCHANGED5,5005,50000%$2.2M$2.1M-$110.7K2026-10-28
Secure Asset Management, LLC
INCREASED5,4575,382+75+1%$2.0M$2.1M+$95.6K2026-10-19
Vista Investment Partners II, LLC
DECREASED5,4505,788-338-6%$2.1M$2.1M-$56.6K2026-10-15
KFG Wealth Management, LLC
DECREASED5,4485,699-251-4%$2.1M$2.1M-$24.5K2026-10-16
LEE Danner & Bass Inc
DECREASED5,4295,479-50-1%$2.0M$2.1M+$49.2K2026-10-27
Zega Investments, LLC
DECREASED5,4106,006-596-10%$2.2M$2.1M-$152.0K2026-11-04
Forbes J M & Co LLP
UNCHANGED5,4095,40900%$2.0M$2.1M+$67.4K2026-10-16
Diligent Investors, LLC
INCREASED5,4055,360+45+1%$2.0M$2.1M+$83.9K2026-10-21
Div Capital Phoenix Assets Ltd
UNCHANGED5,4005,40000%$2.0M$2.1M+$67.3K2026-10-20
Kimelman & Baird, LLC
UNCHANGED5,3905,39000%$2.0M$2.1M+$67.2K2026-11-03
Harbour Capital Advisors, LLC
INCREASED5,3755,335+40+1%$2.0M$2.0M+$35.7K2026-10-13
Principle Wealth Partners LLC
DECREASED5,3325,357-250%$2.0M$2.0M+$57.2K2026-11-02
Brick & Kyle, Associates
INCREASED5,3145,299+15+0%$2.3M$2.0M-$256.3K2026-11-05
Busey Bank
INCREASED5,3134,883+430+9%$1.8M$2.0M+$224.6K2026-10-26
Moulton Wealth Management, Inc
DECREASED5,3085,361-53-1%$2.0M$2.0M+$29.5K2026-10-13
Johnson Bixby & Associates, LLC
INCREASED5,2885,089+199+4%$1.9M$2.0M+$139.2K2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED5,2825,421-139-3%$2.0M$2.0M+$14.6K2026-10-28
Barings LLC
UNCHANGED5,2735,27300%$1.9M$2.0M+$67.6K2026-10-22
Cane Capital Partners, LLC
INCREASED5,2722,312+2,960+128%$851.7K$2.0M+$1.2M2026-10-23
Park National Corp
DECREASED5,2685,336-68-1%$2.0M$2.0M+$40.6K2026-10-05
Founders Financial Securities LLC
DECREASED5,2585,417-159-3%$2.0M$2.0M+$6.9K2026-10-28
Patten Group, Inc.
DECREASED5,2585,403-145-3%$2.0M$2.0M+$12.1K2026-10-26
Alterna Wealth Management, Inc
INCREASED5,2554,314+941+22%$1.6M$2.0M+$412.1K2026-10-27
BOS Asset Management, LLC
DECREASED5,2406,140-900-15%$2.3M$2.0M-$266.3K2026-10-09
High Net Worth Advisory Group LLC
INCREASED5,2285,128+100+2%$1.9M$2.0M+$102.0K2026-10-26
OFC Financial Planning, LLC
UNCHANGED5,2215,22100%$1.9M$2.0M+$65.1K2026-11-06
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED5,1975,19700%$1.9M$2.0M+$64.8K2026-10-09
Clear Wave Wealth Management LLC
INCREASED5,1934,785+408+9%$1.8M$2.0M+$214.9K2026-11-04
Montecito Bank & Trust
UNCHANGED5,1815,18100%$1.9M$2.0M+$64.6K2026-10-01
Fire Capital Management LLC
DECREASED5,1716,789-1,618-24%$2.5M$2.0M-$531.6K2026-10-27
AGF Management LTD
DECREASED5,1569,091-3,935-43%$3.3M$2.0M-$1.4M2026-11-03
Quadcap Wealth Management, LLC
DECREASED5,1535,233-80-2%$1.9M$2.0M+$34.7K2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED5,1064,986+120+2%$1.8M$1.9M+$107.8K2026-10-22
Terra Nova Asset Management LLC
UNCHANGED5,1005,10000%$1.9M$1.9M+$63.5K2026-10-13
Innova Wealth Partners
DECREASED5,0535,703-650-11%$2.1M$1.9M-$176.4K2026-10-21
Fell Capital Management
DECREASED5,0155,115-100-2%$1.9M$1.9M+$25.6K2026-10-09
Values First Advisors, Inc.
INCREASED5,0004,874+126+3%$1.8M$1.9M+$108.9K2026-10-23
Weaver Capital Management LLC
INCREASED4,9854,589+396+9%$2.0M$1.9M-$76.1K2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED4,9814,743+238+5%$1.7M$1.9M+$149.7K2026-10-23
MMA Asset Management LLC
DECREASED4,96810,858-5,890-54%$4.0M$1.9M-$2.1M2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED4,9654,919+46+1%$1.8M$1.9M+$78.8K2026-10-15
SAX Wealth Advisors, LLC
INCREASED4,9524,651+301+6%$2.0M$1.9M-$115.2K2026-10-13
Darden Wealth Group Inc
DECREASED4,9515,044-93-2%$1.9M$1.9M+$27.4K2026-11-06
Fragasso Financial Advisors Inc
INCREASED4,9493,280+1,669+51%$1.2M$1.9M+$695.0K2026-10-13
Baxter Bros Inc
INCREASED4,9444,672+272+6%$1.7M$1.9M+$161.8K2026-11-04
Fisher Asset Management, LLC
DECREASED4,9435,654-711-13%$2.1M$1.9M-$200.4K2026-11-06
Heartwood Wealth Advisors LLC
DECREASED4,9295,955-1,026-17%$2.2M$1.9M-$316.5K2026-10-05
Commons Capital, LLC
DECREASED4,9244,949-25-1%$1.8M$1.9M+$52.1K2026-11-05
Glaxis Capital Management, LLC
INCREASED4,9202,920+2,000+68%$1.1M$1.9M+$798.1K2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED4,9184,473+445+10%$1.6M$1.9M+$225.2K2026-10-22
Essential Investment Partners LLC
DECREASED4,9135,238-325-6%$1.9M$1.9M-$58.5K2026-10-27
Gould Asset Management LLC
DECREASED4,8775,087-210-4%$1.9M$1.9M-$16.6K2026-11-06
Carret Asset Management, LLC
DECREASED4,8644,915-51-1%$1.8M$1.9M+$41.8K2026-11-04
Westco Advisory Services Inc
DECREASED4,8484,937-89-2%$1.8M$1.8M+$27.6K2026-10-14
Towerpoint Wealth, LLC
DECREASED4,8235,020-197-4%$1.8M$1.8M-$12.5K2026-10-13
Quaker Wealth Management, LLC
INCREASED4,7814,312+469+11%$1.6M$1.8M+$232.5K2026-10-22
Hourglass Capital, LLC
INCREASED4,7704,730+40+1%$1.7M$1.8M+$74.2K2026-10-26
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED4,7564,75600%$1.8M$1.8M+$59.3K2026-10-05
DeDora Capital, Inc.
UNCHANGED4,7284,72800%$1.7M$1.8M+$58.9K2026-10-26
True Freedom Investing, LLC
DECREASED4,702215,495-210,793-98%$92.7M$1.8M-$90.9M2026-10-29
NBT Bank, N.A.
DECREASED4,7025,529-827-15%$2.0M$1.8M-$246.1K2026-10-21
Pinkerton Wealth, LLC
DECREASED4,692185,223-180,531-97%$79.7M$1.8M-$77.9M2026-10-29
WealthPlan Investment Management, LLC
INCREASED4,6784,646+32+1%$1.7M$1.8M+$70.1K2026-10-15
WealthTrust Asset Management, LLC
INCREASED4,6504,613+37+1%$1.7M$1.8M+$71.4K2026-10-22
San Luis Wealth Advisors LLC
INCREASED4,6314,425+206+5%$1.6M$1.8M+$133.5K2026-10-27
First Business Financial Services, Inc.
INCREASED4,6074,247+360+8%$1.6M$1.8M+$190.0K2026-10-29
Charles Schwab Trust Co
INCREASED4,5954,100+495+12%$1.5M$1.7M+$239.6K2026-10-15
Saxony Capital Management, LLC
INCREASED4,5914,337+254+6%$1.6M$1.7M+$150.8K2026-10-15
Mainstream Capital Management LLC
DECREASED4,5825,585-1,003-18%$2.1M$1.7M-$312.4K2026-10-23
Virtue Capital Management, LLC
DECREASED4,5655,924-1,359-23%$2.2M$1.7M-$443.7K2026-10-29
Hudson Capital Management LLC
DECREASED4,5514,568-170%$1.7M$1.7M+$50.4K2026-10-20
Black Diamond Financial, LLC
INCREASED4,5084,493+15+0%$1.7M$1.7M+$61.7K2026-10-26
Farmers & Merchants Investments Inc
DECREASED4,4964,576-80-2%$1.7M$1.7M+$26.6K2026-10-22
Lexington Hill Partners, LLC
INCREASED4,4794,421+58+1%$1.6M$1.7M+$77.3K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED4,4744,457+17+0%$1.6M$1.7M+$62.0K2026-10-27
Glenview Trust Co
INCREASED4,4713,957+514+13%$1.5M$1.7M+$245.1K2026-10-28
Outlook Wealth Advisors, LLC
INCREASED4,4623,781+681+18%$1.4M$1.7M+$304.6K2026-10-28
Mission Financial Group, LLC
DECREASED4,4424,807-365-8%$1.8M$1.7M-$79.4K2026-10-21
FSA Wealth Partners, Inc.
DECREASED4,4185,115-697-14%$1.9M$1.7M-$201.7K2026-10-26
Phillips Financial Management, LLC
UNCHANGED4,4104,41000%$1.6M$1.7M+$54.9K2026-10-19
Community Bank, N.A.
UNCHANGED4,3994,39900%$1.6M$1.7M+$54.8K2026-11-06
Financial Management Professionals, Inc.
DECREASED4,3874,414-27-1%$1.6M$1.7M+$44.7K2026-10-23
CrossGen Wealth, LLC
INCREASED4,3844,383+1+0%$1.6M$1.7M+$55.0K2026-10-30
LVW Advisors, LLC
DECREASED4,3754,540-165-4%$1.7M$1.7M-$6.3K2026-10-19
Wedgewood Investors Inc
UNCHANGED4,3504,35000%$1.6M$1.7M+$54.2K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED4,348784+3,564+455%$288.8K$1.7M+$1.4M2026-10-29
Roger Wittlin Investment Advisory, LLC
DECREASED4,3414,399-58-1%$1.6M$1.7M+$32.8K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED4,3323,914+418+11%$1.4M$1.6M+$208.0K2026-11-02
Nilsine Partners, LLC
UNCHANGED4,3174,31700%$1.6M$1.6M+$53.8K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED4,3154,067+248+6%$1.5M$1.6M+$145.1K2026-10-29
Venture Visionary Partners LLC
INCREASED4,3104,205+105+3%$1.5M$1.6M+$92.4K2026-10-07
Manchester Capital Management LLC
DECREASED4,3064,505-199-4%$1.7M$1.6M-$19.7K2026-10-22
ARS Investment Partners, LLC
UNCHANGED4,3044,30400%$1.6M$1.6M+$53.6K2026-11-05
Jamison Private Wealth Management, Inc.
UNCHANGED4,3024,30200%$1.6M$1.6M+$53.6K2026-10-14
Columbia Asset Management
INCREASED4,2944,055+239+6%$1.5M$1.6M+$141.5K2026-10-19
Grandview Asset Management LLC
DECREASED4,2834,789-506-11%$1.8M$1.6M-$128.2K2026-10-19
Shearwater Capital LLC
UNCHANGED4,2784,27800%$1.6M$1.6M+$53.3K2026-10-13
Triad Wealth Partners, LLC
DECREASED4,2574,736-479-10%$1.8M$1.6M-$139.2K2026-10-26
JFS Wealth Advisors, LLC
DECREASED4,2504,267-170%$1.6M$1.6M+$46.7K2026-11-03
Mezzasalma Advisors, LLC
INCREASED4,2432,723+1,520+56%$1.0M$1.6M+$612.8K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED4,2342,543+1,691+67%$936.8K$1.6M+$675.7K2026-10-30
Ellis Investment Partners, LLC
DECREASED4,2274,306-79-2%$1.6M$1.6M+$23.4K2026-10-21
Quantum Financial Partners LLC
DECREASED4,2134,287-74-2%$1.6M$1.6M+$25.2K2026-10-19
WealthPLAN Partners, LLC
INCREASED4,2123,920+292+7%$1.4M$1.6M+$159.9K2026-10-15
Paragon Private Wealth Management, LLC
DECREASED4,2114,262-51-1%$1.6M$1.6M+$33.7K2026-10-20
Cogent Private Wealth, Inc.
INCREASED4,2044,138+66+2%$1.5M$1.6M+$76.7K2026-11-06
Peak Wealth Management LLC
INCREASED4,1783,905+273+7%$1.4M$1.6M+$139.3K2026-10-26
First City Capital Management, Inc.
INCREASED4,1374,094+43+1%$1.5M$1.6M+$67.4K2026-10-27
MFA Wealth Services
INCREASED4,1223,984+138+3%$1.5M$1.6M+$102.0K2026-10-14
Guardian Capital, LLC
DECREASED4,1105,558-1,448-26%$2.0M$1.6M-$482.2K2026-11-06
Harrington Investments, Inc
DECREASED4,0914,191-100-2%$1.5M$1.6M+$14.1K2026-10-14
United Financial Planning Group LLC
INCREASED4,0744,047+27+1%$1.5M$1.6M+$60.5K2026-11-04
PDS Planning, Inc
INCREASED4,0573,997+60+2%$1.5M$1.5M+$72.7K2026-11-03
SevenBridge Financial Group, LLC
DECREASED4,0404,237-197-5%$1.7M$1.5M-$162.8K2026-10-26
Crumly & Associates Inc.
INCREASED4,0323,232+800+25%$1.2M$1.5M+$344.9K2026-10-07
Arbor Wealth Management Llc\az
DECREASED4,0274,073-46-1%$1.5M$1.5M+$33.2K2026-10-20
Tuttle Capital Management, LLC
INCREASED4,0191,952+2,067+106%$719.1K$1.5M+$819.2K2026-10-21
Waldron Private Wealth LLC
DECREASED4,0184,040-22-1%$1.5M$1.5M+$42.0K2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED4,0123,818+194+5%$1.4M$1.5M+$75.1K2026-10-13
Washington Trust Co
INCREASED4,0083,836+172+4%$1.4M$1.5M+$113.3K2026-10-22
Forte Asset Management LLC
DECREASED3,9984,013-150%$1.5M$1.5M+$44.3K2026-10-13
Avantax Planning Partners, Inc.
DECREASED3,9855,953-1,968-33%$2.2M$1.5M-$675.3K2026-11-03
Oath Planning, LLC
INCREASED3,9853,592+393+11%$1.3M$1.5M+$194.5K2026-10-20
Turtle Creek Wealth Advisors, LLC
UNCHANGED3,9833,98300%$1.5M$1.5M+$49.6K2026-10-15
Hilltop National Bank
UNCHANGED3,9813,98100%$1.5M$1.5M+$49.6K2026-10-14
Winthrop Capital Management, LLC
INCREASED3,9673,930+37+1%$1.4M$1.5M+$62.8K2026-11-05
Advisor Resource Council
DECREASED3,96310,350-6,387-62%$3.9M$1.5M-$2.4M2026-11-05
Advisor OS, LLC
INCREASED3,9553,954+1+0%$1.5M$1.5M+$49.6K2026-11-03
International Private Wealth Advisors LLC
INCREASED3,9383,906+32+1%$1.4M$1.5M+$60.9K2026-11-05
B.O.S.S. Retirement Advisors, LLC
INCREASED3,9263,244+682+21%$1.2M$1.5M+$300.2K2026-10-26
Daytona Street Capital LLC
UNCHANGED3,9253,92500%$1.5M$1.5M+$9.1K2026-10-15
RIA Advisory Group LLC
DECREASED3,9173,963-46-1%$1.5M$1.5M+$31.9K2026-10-15
Pacific Sage Partners, LLC
UNCHANGED3,9163,91600%$1.4M$1.5M+$48.8K2026-10-21
Wealth Quarterback LLC
DECREASED3,9074,564-657-14%$1.7M$1.5M-$193.3K2026-10-20
Ulrich Consultants & Investment Group, LLC
NEW3,892—+3,892——$1.5M—2026-10-13
Calamos Wealth Management LLC
INCREASED3,8922,492+1,400+56%$918.0K$1.5M+$564.2K2026-11-02
Aberdeen Group plc
DECREASED3,85513,320-9,465-71%$4.9M$381.2K-$4.5M2026-11-06
Milestones Private Investment Advisors LLC
UNCHANGED3,8493,84900%$1.4M$1.5M+$48.0K2026-10-19
Diversified Enterprises, LLC
DECREASED3,8483,871-23-1%$1.4M$1.5M+$39.5K2026-10-19
Avestar Capital, LLC
DECREASED3,84512,963-9,118-70%$4.8M$1.5M-$3.3M2026-10-28
Appleton Partners Inc
DECREASED3,8454,104-259-6%$1.5M$1.5K-$1.5M2026-10-30
Everest Financial Group LLC
DECREASED3,8433,893-50-1%$1.4M$1.5M+$29.6K2026-11-06
Capstone Wealth Management Group, Inc.
DECREASED3,8394,016-177-4%$1.5M$1.5M-$17.4K2026-10-19
Insight Wealth Partners, LLC
DECREASED3,8184,543-725-16%$1.7M$1.5M-$219.5K2026-10-26
Chemistry Wealth Management LLC
UNCHANGED3,8133,81300%$1.4M$1.5M+$47.5K2026-10-16
BLB&B Advisors, LLC
DECREASED3,8013,909-108-3%$1.4M$1.4M+$7.6K2026-10-27
Smithbridge Asset Management Inc
INCREASED3,8003,200+600+19%$1.2M$1.4M+$268.4K2026-10-19
Adkins Seale Capital Management LLC
INCREASED3,7983,498+300+9%$1.3M$1.4M+$157.8K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,7947,471-3,677-49%$2.8M$1.4M-$1.3M2026-10-14
Sulzberger Capital Advisors, Inc.
DECREASED3,7854,347-562-13%$1.6M$1.4M-$159.9K2026-10-20
Schmidt P J Investment Management Inc
UNCHANGED3,7743,77400%$1.4M$1.4M+$47.0K2026-11-02
Summa Corp.
DECREASED3,7433,788-45-1%$1.4M$1.4M+$30.1K2026-10-30
James Investment Research, Inc.
DECREASED3,7353,749-140%$1.4M$1.4M+$41.4K2026-10-22
Legacy Solutions, LLC
DECREASED3,7293,750-21-1%$1.4M$1.4M+$38.7K2026-10-07
Wise Wealth Partners
INCREASED3,7162,349+1,367+58%$865.2K$1.4M+$550.1K2026-10-14
Doliver Advisors, LP
INCREASED3,6952,577+1,118+43%$949.3K$1.4M+$457.9K2026-10-01
Ferguson Wellman Capital Management, Inc
INCREASED3,6773,395+282+8%$1.3M$1.4M+$149.7K2026-10-05
Quintet Private Bank (Europe) S.A.
INCREASED3,6733,172+501+16%$1.2M$1.4M+$230.3K2026-10-08
Capital Asset Advisory Services LLC
INCREASED3,6711,281+2,390+187%$471.9K$1.4M+$894.4K2026-10-30
Compass Financial Management LLC
DECREASED3,6713,742-71-2%$1.4M$1.4M+$2.9K2026-10-30
Macroview Investment Management LLC
DECREASED3,6554,905-1,250-25%$1.8M$1.4M-$414.9K2026-10-26
Ameliora Wealth Management Ltd.
UNCHANGED3,6493,64900%$1.3M$1.4M+$45.5K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED3,6473,64700%$1.3M$1.4M+$45.4K2026-10-21
Intesa Sanpaolo Wealth Management
INCREASED3,6453,520+125+4%$1.3M$1.4M+$90.6K2026-10-28
Mechanics Bank Trust Department
UNCHANGED3,6423,64200%$1.3M$1.4M+$45.4K2026-10-13
Kelleher Financial Advisors
DECREASED3,6367,607-3,971-52%$2.8M$1.4M-$1.4M2026-10-30
Winthrop Advisory Group LLC
INCREASED3,6353,571+64+2%$1.3M$1.4M+$68.9K2026-10-22
Leo Wealth, LLC
NEW3,634—+3,634——$1.4M—2026-10-26
Mainsail Asset Management, LLC
UNCHANGED3,6233,62300%$1.3M$1.4M+$50.2K2026-10-14
Raab & Moskowitz Asset Management LLC
INCREASED3,621870+2,751+316%$320.5K$1.4M+$1.1M2026-11-02
Innealta Capital, LLC
INCREASED3,6113,088+523+17%$1.1M$1.4M+$237.7K2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED3,6103,201+409+13%$1.2M$1.4M+$195.6K2026-10-13
Lazari Capital Management, Inc.
INCREASED3,6002,954+646+22%$1.1M$1.4M+$283.0K2026-10-20
Regatta Capital Group, LLC
INCREASED3,5963,466+130+4%$1.3M$1.4M+$92.7K2026-10-23
JB Capital LLC
DECREASED3,5854,004-419-10%$1.5M$1.4M-$109.7K2026-10-19
Asset One Wealth Management LLC
INCREASED3,5681,532+2,036+133%$570.4K$1.4M+$788.4K2026-11-02
ARQ Wealth Advisors, LLC
DECREASED3,5683,618-50-1%$1.4M$1.4M-$12.6K2026-10-29
Sweeney & Michel, LLC
DECREASED3,5583,747-189-5%$1.5M$1.4M-$138.0K2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED3,5473,545+2+0%$1.3M$1.4M+$44.9K2026-10-26
Cidel Asset Management Inc
INCREASED3,5353,369+166+5%$1.2M$1.3M+$105.2K2026-10-29
Claro Advisors Inc.
INCREASED3,5313,114+417+13%$1.1M$1.3M+$197.4K2026-11-02
Upper Left Wealth Management, LLC
INCREASED3,5163,272+244+7%$1.2M$1.3M+$133.7K2026-10-14
Elevatus Welath Management
DECREASED3,5036,189-2,686-43%$2.3M$1.3M-$945.8K2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED3,5003,50000%$1.3K$1.3K+$442026-10-27
Welch & Forbes LLC
DECREASED3,4923,807-315-8%$1.4M$1.3M-$72.5K2026-11-04
Reynders McVeigh Capital Management, LLC
DECREASED3,4783,488-100%$1.3M$1.3M+$39.6K2026-10-30
626 Financial, LLC
INCREASED3,4763,445+31+1%$1.3M$1.3M+$54.7K2026-11-04
American Capital Advisory, LLC
DECREASED3,4693,569-100-3%$1.3M$1.3M+$6.4K2026-10-28
Azzad Asset Management Inc
DECREASED3,4614,350-889-20%$1.6M$1.3M-$284.3K2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED3,4543,182+272+9%$998.2K$1.3K-$996.9K2026-11-04
New Wave Wealth Advisors LLC
INCREASED3,4423,404+38+1%$1.3M$1.3M+$59.7K2026-10-19
Foguth Wealth Management, Llc.
DECREASED3,4363,457-21-1%$1.3M$1.3M+$41.8K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED3,4292,960+469+16%$1.1M$1.3M+$215.5K2026-10-28
Childress Capital Advisors, LLC
DECREASED3,4234,196-773-18%$1.5M$1.3M-$242.3K2026-10-28
Madden Securities Corp
INCREASED3,4172,763+654+24%$1.0M$1.3M+$283.4K2026-10-27
Aspen Investment Management Inc
INCREASED3,4053,389+16+0%$1.2K$1.3K+$492026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED3,3733,370+3+0%$1.2M$1.3M+$43.1K2026-10-22
Slocum, Gordon & Co LLP
INCREASED3,3593,086+273+9%$1.1M$1.3M+$142.4K2026-10-19
Oceanside Advisors LLC
UNCHANGED3,3553,35500%$1.2M$1.3M+$41.8K2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED3,3423,34200%$1.2M$1.3M+$41.6K2026-10-21
Orgel Wealth Management, LLC
UNCHANGED3,3413,34100%$1.2M$1.3M+$41.6K2026-10-14
MSH Capital Advisors LLC
INCREASED3,3352,957+378+13%$1.1M$1.3M+$180.8K2026-11-03
Pacific Wealth Management
NEW3,331—+3,331——$1.3M—2026-10-05
Asset Dedication, LLC
INCREASED3,3091,852+1,457+79%$682.2K$1.3M+$578.0K2026-11-03
Hardin Capital Partners, LLC
UNCHANGED3,3043,30400%$1.2M$1.3M+$38.5K2026-10-09
William John Sempolinski
INCREASED3,303825+2,478+300%$303.9K$1.3M+$954.0K2026-10-20
Gunderson Capital Management LLC
NEW3,300—+3,300——$1.3M—2026-10-15
Embree Financial Group
DECREASED3,2903,505-215-6%$1.3M$1.3M-$38.2K2026-10-22
Tsfg, LLC
DECREASED3,2863,789-503-13%$1.4M$1.3K-$1.4M2026-10-23
Clark Wealth Partners
UNCHANGED3,2763,27600%$1.2M$1.2M+$40.8K2026-10-19
Mather Group, Llc.
INCREASED3,2653,210+55+2%$1.2M$1.2M+$60.9K2026-10-14
Creative Financial Designs Inc
DECREASED3,2643,525-261-7%$1.3M$1.2M-$55.5K2026-11-04
RKL Wealth Management LLC
DECREASED3,2623,275-130%$1.2M$1.2M+$35.9K2026-10-16
MBA Advisors LLC
DECREASED3,2563,298-42-1%$1.2M$1.2M+$25.1K2026-10-29
Clay Northam Wealth Management, LLC
DECREASED3,2543,345-91-3%$1.2M$1.2M+$7.0K2026-10-13
Oak Grove Capital LLC
INCREASED3,2533,250+3+0%$1.2M$1.2M+$41.6K2026-10-09
RMR Capital Management, LLC
UNCHANGED3,2313,23100%$1.2M$1.2M+$40.3K2026-10-23
Legacy Wealth Partners, LLC
INCREASED3,2232,910+313+11%$1.1M$1.2M+$155.5K2026-10-15
Fortune Financial Group, Inc.
INCREASED3,2053,126+79+3%$1.2M$1.2M+$69.0K2026-10-22
Courage Miller Partners, LLC
NEW3,201—+3,201——$1.2M—2026-10-21
Sjbenen Advisory, LLC
INCREASED3,2001,500+1,700+113%$552.6K$1.2M+$666.5K2026-10-19
ZWJ Investment Counsel Inc
DECREASED3,1963,353-157-5%$1.2M$1.2M-$18.0K2026-10-15
Gryphon Financial Partners LLC
NEW3,185—+3,185——$1.2M—2026-11-04
Chicago Capital, LLC
INCREASED3,1851,585+1,600+101%$583.9K$1.2M+$629.1K2026-10-13
Activest Wealth Management
DECREASED3,1844,227-1,043-25%$1.6M$1.2M-$344.5K2026-10-15
Pacific Center for Financial Services
DECREASED3,1753,190-150%$1.2M$1.2M+$34.0K2026-10-15
Gerald Baker Financial Group LLC
INCREASED3,1693,044+125+4%$1.1M$1.2M+$85.5K2026-10-09
Saxon Interests, Inc.
INCREASED3,1621,945+1,217+63%$716.5K$1.2M+$487.7K2026-10-26
Morton Capital Management LLC
INCREASED3,1462,790+356+13%$1.0M$1.2M+$170.3K2026-10-23
Synergy Asset Management, LLC
INCREASED3,1392,799+340+12%$1.0M$1.2M+$164.4K2026-11-05
Jmac Enterprises LLC
INCREASED3,1253,025+100+3%$1.1M$1.2M+$75.8K2026-10-30
IvyRock Asset Management (HK) Ltd
INCREASED3,1203,000+120+4%$1.1M$1.2M+$83.1K2026-11-06
SYM Financial Corp
DECREASED3,1183,368-250-7%$1.2M$1.2M-$53.2K2026-10-26
GGM Financial LLC
INCREASED3,1102,970+140+5%$1.1M$1.2M+$90.3K2026-11-05
Sentinel Pension Advisors, LLC
DECREASED3,0993,116-17-1%$1.1M$1.2M+$32.4K2026-11-02
Entrewealth, LLC
INCREASED3,0983,058+40+1%$1.2M$1.2M-$11.8K2026-10-14
Well Done, LLC
INCREASED3,0912,986+105+4%$1.1M$1.2M+$77.2K2026-10-20
Total Wealth Planning & Management, Inc.
INCREASED3,0883,050+38+1%$1.1M$1.2M+$52.5K2026-10-23
Camden National Bank
UNCHANGED3,0883,08800%$1.1M$1.2M+$38.5K2026-11-02
NTV Asset Management LLC
DECREASED3,0783,128-50-2%$1.2M$1.2M+$19.9K2026-10-23
Sage Private Wealth Group, LLC
UNCHANGED3,0703,07000%$1.1M$1.2M+$38.3K2026-10-21
St. Louis Financial Planners Asset Management, LLC
NEW3,067—+3,067——$1.2M—2026-10-16
Luts & Greenleigh Group, Inc.
INCREASED3,0662,737+329+12%$1.0M$1.2M+$159.4K2026-11-05
Allen Capital Group, LLC
DECREASED3,0653,142-77-2%$1.2M$1.2M+$9.8K2026-10-27
Lodestone Wealth Management LLC
UNCHANGED3,0523,05200%$1.1M$1.2M+$38.0K2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED3,0503,055-50%$1.1M$1.2M+$36.2K2026-10-06
Vericrest Private Wealth
INCREASED3,0493,048+1+0%$1.1M$1.2M+$38.4K2026-10-21
Burns J W & Co Inc
DECREASED3,0453,075-30-1%$1.1M$1.2M+$26.9K2026-10-20
Mirador Capital Partners LP
DECREASED3,04421,558-18,514-86%$7.9M$1.2M-$6.8M2026-10-09
FSM Wealth Advisors, LLC
DECREASED3,0413,258-217-7%$1.2M$1.2M-$48.8K2026-10-27
Pathway Financial Advisors LLC
INCREASED3,035690+2,345+340%$260.9K$1.2M+$894.9K2026-10-07
Sage Mountain Advisors LLC
INCREASED3,0302,994+36+1%$1.1M$1.2M+$51.0K2026-11-02
Kathmere Capital Management, LLC
DECREASED3,0263,057-31-1%$1.1M$1.2M+$26.3K2026-10-20
Gratus Wealth Advisors, LLC
UNCHANGED3,0203,02000%$1.1M$1.2M+$37.6K2026-10-26
SkyOak Wealth, LLC
INCREASED3,0172,992+25+1%$1.1M$1.1M+$46.8K2026-10-28
Hudock, Inc.
UNCHANGED3,0133,01300%$1.1M$1.1M+$37.5K2026-10-14
Tcfg Investment Advisors, LLC
INCREASED3,0012,925+76+3%$1.1M$1.1M+$65.4K2026-10-20
Cardinal Point Capital Management ULC
DECREASED2,9983,317-319-10%$1.2M$1.1M-$80.2K2026-10-21
Archer Investment Corp
INCREASED2,9842,976+8+0%$1.1M$1.1M+$40.1K2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED2,9792,982-30%$1.1M$1.1M+$36.0K2026-10-09
Xcel Wealth Management, LLC
DECREASED2,9713,000-29-1%$1.1M$1.1M+$26.3K2026-10-26
Cornerstone Wealth Group, LLC
INCREASED2,9511,736+1,215+70%$639.6K$1.1M+$484.4K2026-11-02
Hohimer Wealth Management, LLC
DECREASED2,9293,377-448-13%$1.2M$1.1M-$128.5K2026-11-04
Cooper Financial Group
DECREASED2,9192,938-19-1%$1.1M$1.1M+$29.4K2026-10-07
Klingman & Associates, LLC
UNCHANGED2,9192,91900%$1.1M$1.1M+$36.4K2026-10-20
Financial Partners Group, Inc
DECREASED2,9152,927-120%$1.1M$1.1M+$31.7K2026-10-19
Beacon Capital Management, LLC
INCREASED2,9042,900+4+0%$1.1M$1.1M+$37.7K2026-10-23
Jacobsen Capital Management
UNCHANGED2,8982,89800%$1.1M$1.1M+$36.1K2026-10-27
Fiduciary Alliance LLC
INCREASED2,8922,883+9+0%$1.1M$1.1M+$39.3K2026-10-13
Bensler, LLC
DECREASED2,8883,669-781-21%$1.4M$1.1M-$251.7K2026-11-05
Aspiriant, LLC
INCREASED2,8732,804+69+2%$1.0M$1.1M+$61.2K2026-10-16
Trifecta Capital Advisors, LLC
DECREASED2,8672,877-100%$1.1M$1.1M+$32.0K2026-10-21
BlueSky Wealth Advisors, LLC
UNCHANGED2,8672,86700%$1.1M$1.1M+$35.7K2026-10-29
Commonwealth Financial Services, LLC
DECREASED2,8632,992-129-4%$1.1M$1.1M-$11.8K2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED2,8632,86300%$1.1M$1.1M+$35.7K2026-10-05
Royal Palms Capital LLC
DECREASED2,8602,892-32-1%$1.1M$1.1M+$23.8K2026-10-23
M. Kraus & Co
DECREASED2,8602,865-50%$1.1M$1.1M+$33.8K2026-10-20
Quartz Partners, LLC
INCREASED2,8591,058+1,801+170%$389.7K$1.1M+$699.1K2026-11-03
Capital City Trust Co
INCREASED2,8561,516+1,340+88%$558.5K$1.1M+$529.2K2026-10-22
Hapanowicz & Associates Financial Services, Inc
UNCHANGED2,8562,85600%$1.1M$1.1M+$35.6K2026-10-29
Accelerate Investment Advisors LLC
INCREASED2,8452,828+17+1%$1.0M$1.1M+$41.6K2026-11-02
55 North Private Wealth, LLC
UNCHANGED2,8452,84500%$1.0M$1.1M+$35.4K2026-10-20
Heritage Investors Management Corp
DECREASED2,8382,888-50-2%$1.1M$1.1K-$1.1M2026-10-29
Revisor Wealth Management LLC
INCREASED2,8341,497+1,337+89%$551.5K$1.1M+$530.5K2026-10-20
Guardian Asset Advisors, LLC
INCREASED2,8331,778+1,055+59%$655.0K$1.1M+$425.6K2026-10-16
Marino, Stram & Associates LLC
INCREASED2,8332,828+5+0%$1.0M$1.1M+$37.1K2026-10-22
WT Wealth Management
INCREASED2,8272,746+81+3%$1.0M$1.1M+$65.1K2026-10-13
Flagstar Securities, Inc
DECREASED2,8194,001-1,182-30%$1.5M$1.1M-$400.3K2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED2,8172,682+135+5%$988.0K$1.1M+$84.8K2026-10-13
Private Client Services, LLC
DECREASED2,8113,763-952-25%$1.4M$1.1M-$315.5K2026-10-02
Bokf, NA
INCREASED2,8051,755+1,050+60%$646.5K$1.1M+$421.7K2026-10-27
Rakuten Securities, Inc.
DECREASED2,8053,169-364-11%$1.2M$1.1M-$99.1K2026-11-02
Hartford Financial Management Inc.
UNCHANGED2,8052,80500%$1.0M$1.1M+$35.0K2026-10-21
Granite FO LLC
UNCHANGED2,8002,80000%$1.0M$1.1M+$34.9K2026-10-14
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED2,8002,80000%$1.0M$1.1M+$34.9K2026-10-22
Harmony Asset Management LLC
DECREASED2,7992,813-140%$1.0M$1.1M+$29.7K2026-10-20
Whalen Wealth Management Inc.
INCREASED2,7971,904+893+47%$701.4K$1.1M+$363.8K2026-10-08
Breakwater Investment Management
DECREASED2,7922,903-111-4%$1.1M$1.1M-$6.0K2026-10-20
Galvin, Gaustad & Stein, LLC
INCREASED2,7882,580+208+8%$950.4K$1.1M+$111.6K2026-10-08
Compass Wealth Management LLC
INCREASED2,7872,762+25+1%$1.0M$1.1M+$43.9K2026-10-22
BostonPremier Wealth LLC
INCREASED2,7822,724+58+2%$1.0M$1.1M+$56.0K2026-10-16
Jessup Wealth Management, Inc
INCREASED2,780662+2,118+320%$243.9K$1.1M+$814.9K2026-10-20
Finivi Inc.
INCREASED2,7702,767+3+0%$1.0M$1.1M+$35.6K2026-10-13
Smith Shellnut Wilson LLC
DECREASED2,7633,272-509-16%$1.2M$1.1M-$153.1K2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED2,7462,74600%$1.0M$1.0M+$34.2K2026-11-06
LAM Group, Inc.
DECREASED2,7452,755-100%$1.0M$1.0M+$30.5K2026-10-26
One Day In July LLC
INCREASED2,7242,689+35+1%$990.6K$1.0M+$46.8K2026-10-30
Fortress Financial Solutions, LLC
NEW2,723—+2,723——$1.0M—2026-10-14
Single Point Partners, LLC
INCREASED2,7232,710+13+0%$998.5K$1.0M+$38.6K2026-10-19
Cambridge Advisors Inc.
DECREASED2,7202,740-20-1%$1.0M$1.0M+$26.5K2026-10-19
Royal Fund Management, LLC
DECREASED2,71716,863-14,146-84%$6.2M$1.0M-$5.2M2026-10-22
Global Financial Private Client, LLC
INCREASED2,7172,574+143+6%$948.2K$1.0M+$86.5K2026-10-15
A. D. Beadell Investment Counsel, Inc.
UNCHANGED2,7152,71500%$1.0K$1.0K+$332026-10-14
Revolve Wealth Partners, LLC
DECREASED2,7132,934-221-8%$1.1M$1.0M-$47.6K2026-10-23
MN Wealth Advisors, LLC
INCREASED2,7022,527+175+7%$930.9K$1.0M+$98.1K2026-10-23
Autumn Glory Partners, LLC
DECREASED2,7002,733-33-1%$1.0M$1.0M+$21.5K2026-10-26
MBE Wealth Management, LLC
INCREASED2,6962,586+110+4%$952.6K$1.0M+$74.1K2026-10-26
Mayfair Advisory Group, LLC
UNCHANGED2,6922,69200%$1.0M$1.0M+$24.1K2026-10-20
Buck Wealth Strategies, LLC
DECREASED2,6812,713-32-1%$999.6K$1.0M+$21.6K2026-10-28
Cambridge Financial Group, LLC
UNCHANGED2,6722,67200%$984.3K$984.3K$02026-10-06
Wilkins Miller Wealth Management, LLC
INCREASED2,6692,657+12+0%$978.8K$1.0M+$37.7K2026-10-13
VVR Holdings LLC
DECREASED2,66810,808-8,140-75%$4.0M$1.0M-$3.0M2026-10-19
Cresta Advisors, Ltd.
UNCHANGED2,6662,66600%$982.1K$1.0M+$33.2K2026-10-14
Diversified Trust Co
INCREASED2,6652,025+640+32%$746.0K$1.0M+$269.0K2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED2,6642,66400%$981.4K$1.0M+$33.2K2026-10-22
Connecticut Wealth Management, LLC
INCREASED2,6602,302+358+16%$848.0K$1.0M+$165.0K2026-10-13
HBW Advisory Services LLC
DECREASED2,6462,659-130%$979.7K$1.0M+$28.2K2026-10-15
Nfsg Corp
DECREASED2,6363,576-940-26%$1.3M$1.0M-$313.4K2026-10-15
Thompson Davis & Co., Inc.
UNCHANGED2,6352,63500%$970.7K$1.0M+$32.8K2026-11-05
Richmond Investment Services, LLC
DECREASED2,6343,057-423-14%$1.1M$1.0M-$123.0K2026-10-29
180 Wealth Advisors, LLC
INCREASED2,6332,612+21+1%$962.3K$1.0M+$40.6K2026-11-03
Stone Wealth Partners
INCREASED2,6301,328+1,302+98%$489.2K$1.0M+$515.1K2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED2,6302,660-30-1%$979.9K$1.0M+$21.7K2026-11-03
Transcendent Capital Group LLC
INCREASED2,6212,156+465+22%$794.2K$998.2K+$204.0K2026-10-28
Heritage Investment Group, Inc.
UNCHANGED2,6112,61100%$961.8K$994.4K+$32.5K2026-11-03
Kanawha Capital Management LLC
DECREASED2,5962,671-75-3%$983.9K$988.7K+$4.7K2026-10-19
Bucket List Wealth Management, LLC
INCREASED2,5962,588+8+0%$953.4K$988.7K+$35.3K2026-10-22
WealthSpring Partners, LLC
DECREASED2,5932,602-90%$958.5K$987.4K+$29.0K2026-10-14
Corps Capital Advisors, LLC
UNCHANGED2,5932,59300%$955.2K$987.5K+$32.3K2026-11-05
Tarbox Family Office, Inc.
INCREASED2,5922,029+563+28%$747.4K$987.1K+$239.7K2026-10-23
Net Worth Advisory Group
INCREASED2,5822,348+234+10%$865.1K$988.3K+$123.2K2026-10-20
Essex Bank
DECREASED2,5822,609-27-1%$961.1K$983.3K+$22.2K2026-10-16
Milestone Asset Management, LLC
DECREASED2,5805,696-3,116-55%$2.1M$982.8K-$1.1M2026-10-15
Post Resch Tallon Group Inc.
INCREASED2,5702,472+98+4%$910.6K$978.8K+$68.1K2026-10-09
Destiny Capital Corp
DECREASED2,5602,618-58-2%$964.6K$975.0K+$10.4K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,5502,184+366+17%$804.5K$971.0K+$166.4K2026-10-27
GW Henssler & Associates LTD
DECREASED2,5242,664-140-5%$981.4K$961.2K-$20.1K2026-10-26
Cordatus Wealth Management LLC
UNCHANGED2,5212,52100%$928.7K$960.1K+$31.4K2026-10-19
Providence First Trust Co
DECREASED2,5133,585-1,072-30%$1.3M$957.1K-$363.6K2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED2,5112,441+70+3%$899.2K$956.3K+$57.1K2026-11-04
Sunbeam Capital Management, LLC
INCREASED2,5051,960+545+28%$722.0K$954.0K+$232.0K2026-11-05
Forza Wealth Management, LLC
DECREASED2,4962,510-14-1%$924.6K$950.6K+$25.9K2026-10-20
Archford Capital Strategies, LLC
UNCHANGED2,4922,49200%$918.0K$949.1K+$31.1K2026-10-19
Sage Financial Group Inc
INCREASED2,4801,090+1,390+128%$401.4K$944.3K+$542.9K2026-10-27
Tennessee Valley Asset Management Partners
DECREASED2,4792,530-51-2%$932.0K$944.1K+$12.1K2026-11-03
Forum Financial Management, LP
INCREASED2,4771,975+502+25%$727.6K$943.2K+$215.7K2026-10-16
Cypress Capital Group
INCREASED2,4761,827+649+36%$673.0K$943.0K+$269.9K2026-11-03
Falcon Wealth Planning
INCREASED2,4671,458+1,009+69%$537.1K$939.7K+$402.6K2026-11-06
Atwater Malick LLC
DECREASED2,4582,764-306-11%$1.0M$936.1K-$82.1K2026-10-15
Pavion Blue Capital, LLC
DECREASED2,4482,461-13-1%$906.6K$932.3K+$25.7K2026-11-05
August Group Capital Ltd
DECREASED2,4342,622-188-7%$965.5K$926.6K-$38.9K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED2,4342,323+111+5%$855.7K$927.0K+$71.2K2026-11-05
Nemes Rush Group LLC
INCREASED2,4342,415+19+1%$889.6K$927.0K+$37.3K2026-11-04
Byrne Asset Management LLC
DECREASED2,4192,581-162-6%$950.8K$925.9K-$24.9K2026-10-06
Smith & Howard Wealth Management, LLC
UNCHANGED2,4162,41600%$890.0K$920.1K+$30.1K2026-10-27
Kellett Wealth Advisors, LLC
INCREASED2,3951,972+423+21%$726.4K$912.1K+$185.7K2026-10-15
Wespac Advisors, LLC
INCREASED2,3831,685+698+41%$620.7K$907.5K+$286.8K2026-10-26
Southland Equity Partners LLC
DECREASED2,3812,391-100%$880.8K$906.8K+$26.0K2026-10-14
Successful Portfolios LLC
DECREASED2,3782,475-97-4%$934.0K$902.7K-$31.3K2026-10-09
Strategic Advisors LLC
INCREASED2,3702,298+72+3%$846.5K$902.6K+$56.1K2026-10-13
Greenleaf Trust
UNCHANGED2,3612,36100%$869.7K$899.2K+$29.4K2026-10-29
Plimoth Trust Co LLC
DECREASED2,3562,361-50%$869.7K$897.3K+$27.5K2026-10-26
Allegheny Financial Group
UNCHANGED2,3562,35600%$868.2K$897.6K+$29.4K2026-11-05
Capital Advantage, Inc.
INCREASED2,3532,041+312+15%$752.0K$896.2K+$144.3K2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED2,3532,35300%$866.8K$896.1K+$29.3K2026-10-26
Searle & Co.
INCREASED2,3502,150+200+9%$792.0K$895.0K+$103.0K2026-11-04
Merrion Investment Management Co, LLC
UNCHANGED2,3502,35000%$865.7K$895.0K+$29.3K2026-10-16
Robinswood Financial LLC
DECREASED2,3482,359-110%$869.0K$891.5K+$22.5K2026-10-20
jvl associates llc
UNCHANGED2,3442,34400%$863.5K$892.7K+$29.2K2026-10-09
Wealth Effects LLC
INCREASED2,3391,127+1,212+108%$415.2K$890.8K+$475.6K2026-10-23
Wealth Preservation Advisors, LLC
INCREASED2,3392,120+219+10%$781.0K$890.7K+$109.8K2026-11-05
Alchemi Wealth, LLC
INCREASED2,3382,281+57+3%$840.3K$890.4K+$50.1K2026-11-04
Old Port Advisors
DECREASED2,3362,402-66-3%$884.8K$889.6K+$4.8K2026-10-23
James J. Burns & Company, LLC
DECREASED2,3272,410-83-3%$887.8K$886.2K-$1.6K2026-10-22
Abacus Planning Group, Inc.
UNCHANGED2,3242,32400%$856.1K$885.1K+$29.0K2026-11-02
Realta Investment Advisors
INCREASED2,3102,039+271+13%$751.1K$879.7K+$128.6K2026-10-14
Investment House LLC
INCREASED2,2912,168+123+6%$798.6K$872.5K+$73.9K2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED2,28748+2,239+4665%$17.7K$871.0K+$853.3K2026-10-27
Ethic Inc.
INCREASED2,286813+1,473+181%$299.5K$870.6K+$571.1K2026-11-03
Ebert Capital Management Inc.
INCREASED2,2851,317+968+74%$485.2K$870.2K+$385.1K2026-10-08
Stirlingshire Investments, Inc.
INCREASED2,2842,191+93+4%$807.1K$869.7K+$62.5K2026-11-05
BIP Wealth, LLC
INCREASED2,2801,555+725+47%$572.9K$868.4K+$295.5K2026-10-22
Principal Financial Group Inc
UNCHANGED2,2762,27600%$838.4K$866.8K+$28.4K2026-11-02
Strengthening Families & Communities, LLC
INCREASED2,2602,206+54+2%$812.6K$860.7K+$48.1K2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED2,2552,460-205-8%$906.2K$858.8K-$47.5K2026-10-14
Grandfield & Dodd, LLC
UNCHANGED2,2542,25400%$830.3K$858.4K+$28.1K2026-10-29
Stonehaven Wealth & TAX Solutions, LLC
DECREASED2,2513,638-1,387-38%$1.3M$857.3K-$482.9K2026-10-22
Quadrant Private Wealth Management, LLC
UNCHANGED2,2422,24200%$825.9K$853.8K+$27.9K2026-11-04
MTM Investment Management, LLC
INCREASED2,2382,188+50+2%$806.0K$852.3K+$46.3K2026-10-30
Finward Bancorp
INCREASED2,2362,220+16+1%$817.8K$851.6K+$33.8K2026-10-14
Arcataur Capital Management LLC
UNCHANGED2,2332,23300%$822.6K$850.4K+$27.8K2026-10-21
Global View Capital Management LLC
DECREASED2,2322,540-308-12%$935.7K$850.0K-$85.7K2026-10-28
West Paces Advisors Inc.
DECREASED2,2242,258-34-2%$831.8K$847.0K+$15.2K2026-10-13
Plancorp, LLC
INCREASED2,2161,283+933+73%$471.0K$788.4K+$317.4K2026-11-03
Winch Advisory Services, LLC
DECREASED2,2032,273-70-3%$837.3K$838.8K+$1.5K2026-11-06
Frederick Financial Consultants, LLC
INCREASED2,1962,085+111+5%$768.1K$836.3K+$68.3K2026-10-29
Wincap Financial LLC
INCREASED2,1931,239+954+77%$456.4K$835.2K+$378.8K2026-10-20
JBR Co Financial Management Inc
DECREASED2,1842,191-70%$807.1K$809.4K+$2.3K2026-10-13
Range Financial Group LLC
INCREASED2,1782,111+67+3%$777.7K$829.5K+$51.8K2026-10-21
Archvest Wealth Advisors, Inc.
DECREASED2,1722,214-42-2%$815.6K$827.2K+$11.6K2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED2,1712,121+50+2%$781.3K$826.8K+$45.5K2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
INCREASED2,1662,156+10+0%$794.2K$824.9K+$30.7K2026-10-08
Beacon Investment Advisory Services, Inc.
INCREASED2,1591,775+384+22%$653.9K$822.2K+$168.4K2026-10-13
Strategy Asset Managers LLC
INCREASED2,1551,066+1,089+102%$392.7K$820.7K+$428.0K2026-10-14
TME Financial, Inc.
DECREASED2,1492,154-50%$793.5K$818.4K+$24.9K2026-10-14
Signature Wealth Management Partners, LLC
INCREASED2,1471,740+407+23%$641.0K$817.6K+$176.6K2026-10-21
Vaughan David Investments LLC
UNCHANGED2,1472,14700%$791.0K$818-$790.2K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED2,1442,176-32-1%$801.5K$816.6K+$15.1K2026-10-22
Albion Financial Group
UNCHANGED2,1442,14400%$789.8K$816.5K+$26.7K2026-10-21
Frontier Asset Management, LLC
DECREASED2,1382,306-168-7%$849.5K$814.2K-$35.2K2026-10-28
Beaumont Financial Advisors, LLC
DECREASED2,1332,182-49-2%$803.8K$812.3K+$8.5K2026-10-22
Wolff Financial Management LLC
UNCHANGED2,1322,13200%$785.4K$812.0K+$26.6K2026-10-23
Strategic Advocates LLC
INCREASED2,1242,095+29+1%$771.8K$808.9K+$37.1K2026-11-03
Eagle Capital Management, LLC
INCREASED2,1242,104+20+1%$775$809+$342026-10-19
Wedmont Private Capital
INCREASED2,1211,818+303+17%$685.4K$803.1K+$117.6K2026-10-09
Financial Planning Hawaii, Inc.
UNCHANGED2,1052,10500%$775.4K$801.7K+$26.2K2026-10-13
Wealthstar Advisors, LLC
INCREASED2,1032,083+20+1%$767.4K$801.0K+$33.6K2026-10-19
Keudell ison Wealth Management
DECREASED2,0872,187-100-5%$805.6K$794.8K-$10.8K2026-10-16
Knuff & Co LLC
INCREASED2,0851,485+600+40%$547.0K$794.1K+$247.0K2026-11-06
Rockwood Wealth Management, LLC
DECREASED2,0832,238-155-7%$824.4K$793.3K-$31.1K2026-10-27
Vestor Capital, LLC
INCREASED2,079257+1,822+709%$65$266+$2012026-11-04
Lockerman Financial Group, Inc.
INCREASED2,0781,635+443+27%$602.3K$791.4K+$189.1K2026-10-19
Wells Financial Advisors Inc
DECREASED2,0782,224-146-7%$819.3K$791.4K-$27.9K2026-11-02
Romano Brothers and Company
UNCHANGED2,0692,06900%$762.2K$788.0K+$25.8K2026-10-22
Alternative Investment Advisors, Llc.
DECREASED2,0682,069-10%$762.2K$787.6K+$25.4K2026-11-03
Integrity Wealth Partners, LLC
NEW2,067—+2,067——$787.2K—2026-10-14
Advisory Solutions Group, LLC
INCREASED2,0671,557+510+33%$573.6K$787.2K+$213.6K2026-10-14
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,0672,06700%$761.4K$787.2K+$25.8K2026-10-07
Private Management Group Inc
INCREASED2,0582,051+7+0%$755.5K$783.8K+$28.2K2026-11-04
WMG Financial Advisors, LLC
UNCHANGED2,0562,05600%$757.4K$757.4K$02026-10-28
L. Roy Papp & Associates, LLP
UNCHANGED2,0552,05500%$757.0K$782.6K+$25.6K2026-10-21
Lesa Sroufe & Co
DECREASED2,0502,124-74-3%$782.0K$781-$781.2K2026-10-29
Tactive Advisors, LLC
DECREASED2,0453,910-1,865-48%$1.4M$778.8K-$661.5K2026-10-08
Patriot Investment Management Group, Inc.
INCREASED2,0431,750+293+17%$644.7K$778.1K+$133.4K2026-10-15
Birch Hill Investment Advisors LLC
INCREASED2,0351,430+605+42%$526.8K$775.0K+$248.2K2026-10-16
Stonehearth Capital Management, LLC
UNCHANGED2,0302,03000%$747.8K$773.1K+$25.3K2026-10-13
CWS Financial Advisors, LLC
UNCHANGED2,0272,02700%$746.7K$772.0K+$25.3K2026-10-16
Mascagni Wealth Management, Inc.
INCREASED2,0251,747+278+16%$643.6K$771.2K+$127.6K2026-10-23
First Financial Bank - Trust Division
UNCHANGED2,0252,02500%$746.0K$771.2K+$25.2K2026-10-01
TCI Wealth Advisors, Inc.
DECREASED2,0202,261-241-11%$832.9K$769.3K-$63.6K2026-10-30
SMI Advisory Services, LLC
DECREASED2,0162,939-923-31%$1.1M$775.3K-$347.8K2026-10-13
Alkeme Wealth, LLC
DECREASED2,0112,082-71-3%$767.0K$765.9K-$1.1K2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED2,0081,946+62+3%$716.9K$764.7K+$47.9K2026-10-30
StrongBox Wealth, LLC
INCREASED2,0081,949+59+3%$718.0K$764.7K+$46.8K2026-11-02
McAdam, LLC
DECREASED1,9937,417-5,424-73%$1.1M$759.1K-$358.2K2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED1,9931,99300%$734.2K$759.0K+$24.8K2026-10-20
Bernardo Wealth Planning LLC
INCREASED1,992996+996+100%$366.9K$758.6K+$391.7K2026-10-23
Guyasuta Investment Advisors Inc
DECREASED1,9902,011-21-1%$740.8K$757.9K+$17.1K2026-10-15
Ledyard National Bank
UNCHANGED1,9871,98700%$732.0K$756.7K+$24.8K2026-10-21
Calder Financial LLC
UNCHANGED1,9751,97500%$727.6K$752.2K+$24.6K2026-10-13
Telos Capital Management, Inc.
DECREASED1,9742,405-431-18%$886.0K$751.8K-$134.2K2026-11-02
Midwest Financial Network, LLC
DECREASED1,9732,519-546-22%$928.1K$751.2K-$176.9K2026-10-13
Earned Wealth Advisors, LLC
DECREASED1,9672,005-38-2%$738.6K$749.1K+$10.5K2026-11-06
Meitav Investment House LTD
DECREASED1,9662,128-162-8%$783.9K$748.7K-$35.2K2026-10-28
Parkway Wealth Management Group, LLC
INCREASED1,9651,907+58+3%$702.5K$748.4K+$45.9K2026-10-20
Davis Investment Partners, LLC
UNCHANGED1,9641,96400%$723.5K$748.0K+$24.5K2026-11-05
Diesslin Group, Inc.
INCREASED1,9601,956+4+0%$720.6K$746.4K+$25.9K2026-10-14
Clarus Group, Inc.
INCREASED1,9581,940+18+1%$714.7K$745.7K+$31.0K2026-10-21
Adirondack Trust Co
INCREASED1,9561,902+54+3%$700.7K$744.9K+$44.2K2026-10-14
First Heartland Consultants, Inc.
INCREASED1,9501,943+7+0%$715.9K$742.8K+$26.9K2026-10-08
Essex LLC
INCREASED1,9471,847+100+5%$680.4K$741.5K+$61.1K2026-10-14
Formidable Asset Management, LLC
DECREASED1,9461,951-50%$839.5K$716.9K-$122.6K2026-11-03
Hamilton Point Investment Advisors, LLC
DECREASED1,9341,999-65-3%$736.4K$736.5K+$1532026-11-03
Chatham Capital Group, Inc.
UNCHANGED1,9251,92500%$709.1K$733.1K+$24.0K2026-10-16
Purus Wealth Management, LLC
DECREASED1,9241,983-59-3%$730.5K$732.7K+$2.2K2026-10-15
Linscomb Wealth, Inc.
DECREASED1,9231,928-50%$710.2K$732.4K+$22.1K2026-11-05
Rinkey Investments
DECREASED1,9211,955-34-2%$720.2K$731.6K+$11.4K2026-10-28
Wernau Asset Management Inc.
INCREASED1,9191,911+8+0%$704.1K$731.2K+$27.1K2026-10-19
Bryant Woods Investment Advisors, LLC
NEW1,915—+1,915——$729.3K—2026-10-26
IFC & Insurance Marketing, Inc.
INCREASED1,9131,670+243+15%$615.2K$728.5K+$113.4K2026-10-16
Hendershot Investments Inc.
DECREASED1,9071,975-68-3%$727.6K$726.3K-$1.3K2026-11-05
Monument Capital Management
DECREASED1,9071,914-70%$705.1K$726.3K+$21.2K2026-10-09
Duncker Streett & Co Inc
INCREASED1,8991,746+153+9%$643.2K$723.2K+$80.0K2026-10-27
Enclave Advisors LLC
NEW1,888—+1,888——$719.0K—2026-10-14
Avaii Wealth Management, LLC
DECREASED1,8862,064-178-9%$760.2K$716.8K-$43.4K2026-10-09
Howard Financial Services, Ltd.
DECREASED1,8772,113-236-11%$778.4K$714.8K-$63.6K2026-10-15
Cutler Investment Counsel LLC
DECREASED1,8741,988-114-6%$732.3K$713.7K-$18.6K2026-10-28
M Wealth Management, LLC
UNCHANGED1,8651,86500%$687.0K$710.3K+$23.2K2026-10-14
Spectrum Wealth Advisory Group, LLC
DECREASED1,8621,945-83-4%$716.5K$709.1K-$7.4K2026-10-29
Pines Wealth Management, LLC
UNCHANGED1,8511,85100%$681.9K$704.9K+$23.1K2026-10-21
L.K. Benson & Company, P.C.
INCREASED1,8461,360+486+36%$501.0K$703.2K+$202.2K2026-10-23
Hartmann Taylor Wealth Management, LLC
INCREASED1,8401,715+125+7%$737.9K$700.7K-$37.2K2026-10-14
Bull Street Advisors, LLC
UNCHANGED1,8271,82700%$673.0K$696-$672.3K2026-10-20
Markowski Investments
INCREASED1,8251,720+105+6%$633.6K$695.0K+$61.4K2026-10-30
Parisi Gray Wealth Management
INCREASED1,8221,540+282+18%$567.2K$694.0K+$126.8K2026-10-16
4J Wealth Management LLC
INCREASED1,8221,802+20+1%$663.8K$693.9K+$30.1K2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED1,8171,81700%$669.3K$692.0K+$22.6K2026-10-21
Gen-Wealth Partners Inc
DECREASED1,8162,941-1,125-38%$1.1M$691.6K-$391.8K2026-11-04
RMR Wealth Builders
DECREASED1,8131,875-62-3%$690.5K$690.4K-$1002026-10-22
Vaquero Private Wealth, LTD
DECREASED1,8082,306-498-22%$849.5K$688.6K-$160.9K2026-10-27
LifeGuide Financial Advisors, LLC
UNCHANGED1,8061,80600%$665.3K$687.9K+$22.6K2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED1,8001,826-26-1%$672.7K$685.5K+$12.9K2026-10-20
MKT Advisors LLC
UNCHANGED1,7991,79900%$679.1K$681.1K+$2.0K2026-10-20
Almanack Investment Partners, Llc.
INCREASED1,7981,648+150+9%$607.1K$684.8K+$77.7K2026-11-03
Adamsbrown Wealth Consultants LLC
DECREASED1,7981,801-30%$663.5K$684.8K+$21.3K2026-10-20
GK Wealth Management LLC
INCREASED1,7961,267+529+42%$466.7K$684.1K+$217.3K2026-10-09
CLG LLC
DECREASED1,7911,807-16-1%$665.6K$682.3K+$16.6K2026-10-13
Capital CS Group, LLC
INCREASED1,787717+1,070+149%$264.2K$680.4K+$416.2K2026-10-29
Novem Group
DECREASED1,7781,880-102-5%$692.6K$677.1K-$15.4K2026-10-19
Alhambra Investment Management LLC
INCREASED1,7741,721+53+3%$634.0K$675.6K+$41.6K2026-10-15
Windsor Capital Management, LLC
UNCHANGED1,7731,77300%$653.1K$675.2K+$22.1K2026-10-13
Tempus Wealth Planning, LLC
INCREASED1,7711,746+25+1%$643.2K$674.5K+$31.3K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED1,7711,759+12+1%$648.0K$674.5K+$26.5K2026-10-20
Cahaba Wealth Management, Inc.
DECREASED1,7671,826-59-3%$672.6K$673.0K+$3872026-10-26
Williams & Novak Wealth Management, LLC
INCREASED1,7671,724+43+2%$635.1K$672.9K+$37.9K2026-10-09
Q3 Asset Management
INCREASED1,760759+1,001+132%$279.0K$670-$278.3K2026-11-06
DBK Financial Counsel, LLC
INCREASED1,7571,756+1+0%$646.9K$669.1K+$22.3K2026-10-13
Quadrant Capital Group LLC
DECREASED1,7523,309-1,557-47%$1.2M$668.7K-$550.3K2026-10-20
Balance Wealth Partners LLC
NEW1,749—+1,749——$666.2K—2026-10-27
Human Investing LLC
UNCHANGED1,7481,74800%$643.9K$665.7K+$21.8K2026-10-19
Aspen Wealth Management LLC
DECREASED1,7331,736-30%$639.5K$660.0K+$20.5K2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,7331,73300%$638.4K$660.0K+$21.6K2026-10-16
First United Bank & Trust
DECREASED1,7274,008-2,281-57%$1.5M$657.7K-$818.8K2026-10-22
Fortress Financial Group, LLC
UNCHANGED1,7271,72700%$636.2K$657.7K+$21.5K2026-10-21
Annex Advisory Services, LLC
DECREASED1,7222,228-506-23%$820.8K$655.8K-$164.9K2026-10-16
KPP Advisory Services LLC
INCREASED1,7211,679+42+3%$618.5K$655.4K+$36.9K2026-10-26
Hunter Associates Investment Management LLC
INCREASED1,7181,484+234+16%$547.0K$655-$546.3K2026-10-26
Bell Bank
UNCHANGED1,7181,71800%$632.9K$654.3K+$21.4K2026-10-21
AmeriServ Wealth Advisors
DECREASED1,7171,951-234-12%$718.7K$653.9K-$64.8K2026-10-21
Tectonic Advisors LLC
UNCHANGED1,7161,71600%$632.1K$653.5K+$21.4K2026-10-22
Artemis Wealth Advisors, LLC
UNCHANGED1,7061,70600%$628.5K$649.7K+$21.3K2026-11-05
Marathon Wealth Advisors LLC
INCREASED1,7021,208+494+41%$445.0K$648.1K+$203.2K2026-11-04
Aviance Capital Partners, LLC
DECREASED1,6981,921-223-12%$707.7K$646.7K-$61.0K2026-10-29
Salem Investment Counselors Inc
INCREASED1,6951,510+185+12%$556.3K$645.5K+$89.3K2026-10-13
Foster Group, Inc.
UNCHANGED1,6941,69400%$624.0K$645.1K+$21.1K2026-10-13
Global Wealth Management, LLC
UNCHANGED1,6941,69400%$624.0K$645.1K+$21.1K2026-10-15
TrustWell Financial Advisors, LLC
UNCHANGED1,6931,69300%$623.7K$644.8K+$21.1K2026-10-15
Wealth Management Partners, LLC
UNCHANGED1,6901,69000%$622.6K$643.6K+$21.1K2026-10-21
Manchester Financial Inc
DECREASED1,6891,704-15-1%$627.7K$643.1K+$15.4K2026-10-15
Crane Advisory, LLC
DECREASED1,6872,108-421-20%$769.3K$640.3K-$129.0K2026-10-13
Ticino Wealth
DECREASED1,6861,691-50%$622.9K$642.1K+$19.2K2026-10-13
Sprinkle Financial Consultants LLC
DECREASED1,6841,690-60%$622.6K$641.3K+$18.8K2026-10-09
Auxano Advisors, LLC
DECREASED1,6821,734-52-3%$638.8K$640.6K+$1.8K2026-11-06
Paragon Capital Management Ltd
DECREASED1,6791,693-14-1%$623.7K$639.4K+$15.8K2026-10-09
North Capital, Inc.
DECREASED1,6762,076-400-19%$764.8K$639.7K-$125.1K2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED1,6741,833-159-9%$675.2K$637.5K-$37.7K2026-10-14
Clark Asset Management, LLC
DECREASED1,6722,635-963-37%$970.7K$636.8K-$333.9K2026-10-19
First Pacific Financial
INCREASED1,6721,274+398+31%$469.3K$636.8K+$167.4K2026-10-14
Woodward Diversified Capital, LLC
DECREASED1,6681,681-13-1%$619.2K$635.2K+$16.0K2026-10-21
United Advisor Group, LLC
INCREASED1,6581,450+208+14%$534.2K$631.4K+$97.3K2026-11-03
Teamwork Financial Advisors, LLC
INCREASED1,6551,427+228+16%$525.7K$630.3K+$104.6K2026-10-19
Mengis Capital Management, Inc.
INCREASED1,6551,455+200+14%$536.0K$630.3K+$94.3K2026-10-13
Family Office Research LLC
DECREASED1,6471,648-10%$607.0K$627.6K+$20.5K2026-10-14
Investment Partners Asset Management, Inc.
INCREASED1,6461,629+17+1%$600.1K$626.9K+$26.8K2026-10-09
Barlow Wealth Partners, LLC
UNCHANGED1,6461,64600%$616.3K$629.2K+$12.9K2026-10-15
Redwood Family Wealth LLC
DECREASED1,6451,744-99-6%$642.5K$626.5K-$16.0K2026-10-20
Marks Group Wealth Management, Inc
INCREASED1,6411,141+500+44%$420.3K$625.0K+$204.6K2026-11-05
Occidental Asset Management, LLC
DECREASED1,6282,054-426-21%$756.7K$620.0K-$136.6K2026-11-05
Gradient Investments LLC
DECREASED1,6251,655-30-2%$609.7K$618.9K+$9.2K2026-10-08
Main Line Retirement Advisors, LLC
UNCHANGED1,6251,62500%$598.6K$618.9K+$20.2K2026-10-14
Olio Financial Planning
UNCHANGED1,6201,62000%$596.8K$617.0K+$20.2K2026-10-22
Bourne Lent Asset Management Inc
UNCHANGED1,6181,61800%$595.9K$616.1K+$20.2K2026-11-05
Fairvoy Private Wealth, LLC
UNCHANGED1,6171,61700%$595.7K$615.8K+$20.1K2026-10-19
Alpha Omega Wealth Management LLC
UNCHANGED1,6131,61300%$594.2K$614.3K+$20.1K2026-10-23
Financial Designs Corp
INCREASED1,6121,557+55+4%$573.6K$613.9K+$40.3K2026-10-09
Mid-American Wealth Advisory Group, Inc.
INCREASED1,6061,602+4+0%$590.3K$611.8K+$21.5K2026-10-21
Eagle Wealth Strategies LLC
UNCHANGED1,6061,60600%$591.6K$611.6K+$20.0K2026-10-20
Cypress Wealth Services, LLC
INCREASED1,6001,586+14+1%$584.3K$611.6K+$27.4K2026-10-21
Key Client Fiduciary Advisors, LLC
DECREASED1,5981,624-26-2%$598.2K$608.6K+$10.3K2026-10-19
Root Financial Partners, LLC
INCREASED1,5901,310+280+21%$482.6K$605.5K+$123.0K2026-10-21
Old Mission Investment Co LLC
DECREASED1,5901,607-17-1%$592.1K$605.5K+$13.3K2026-10-22
Freedom Financial Partners LLC
DECREASED1,5901,597-70%$588.3K$605.5K+$17.2K2026-10-19
Courier Capital LLC
DECREASED1,5861,602-16-1%$590.1K$604.0K+$13.9K2026-10-19
BankChampaign, National Association
UNCHANGED1,5801,58000%$582.0K$601.7K+$19.7K2026-10-19
MeadowBrook Investment Advisors LLC
UNCHANGED1,5781,57800%$581.3K$582.3K+$9782026-10-29
Eagle Rock Investment Company, LLC
DECREASED1,5772,071-494-24%$762.9K$600.6K-$162.3K2026-10-21
Unified Investment Management
INCREASED1,5771,098+479+44%$404.5K$600.6K+$196.1K2026-10-14
Durante & Waters, LLC
UNCHANGED1,5751,57500%$580.2K$599.8K+$19.6K2026-10-28
Nicollet Investment Management, Inc.
UNCHANGED1,5751,57500%$580.0K$600-$579.4K2026-10-14
Garde Capital, Inc.
UNCHANGED1,5731,57300%$579.5K$599.1K+$19.6K2026-10-29
Schear Investment Advisers, LLC
NEW1,572—+1,572——$598.6K—2026-10-14
Tempo Wealth, LLC
INCREASED1,5721,561+11+1%$575.0K$598.6K+$23.6K2026-10-14
Edge Wealth Management LLC
UNCHANGED1,5701,57000%$578.4K$597.6K+$19.2K2026-10-13
Wealth Dimensions Group, Ltd.
UNCHANGED1,5641,56400%$576.1K$595.6K+$19.5K2026-11-02
Montz Harcus Wealth Management LLC
INCREASED1,5621,459+103+7%$537.5K$595.0K+$57.5K2026-10-09
Altiora Financial Group, LLC
UNCHANGED1,5601,56000%$574.7K$594.1K+$19.4K2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED1,5581,55800%$573.9K$593.3K+$19.4K2026-10-22
Sky Investment Group LLC
NEW1,554—+1,554——$591.8K—2026-10-30
Castleview Partners, LLC
INCREASED1,5541,520+34+2%$559.9K$591.8K+$31.9K2026-10-09
Blue Zone Wealth Advisors, LLC
UNCHANGED1,5531,55300%$572.1K$591.4K+$19.4K2026-10-19
Global Trust Asset Management, LLC
INCREASED1,5521,530+22+1%$563.6K$591.1K+$27.4K2026-10-19
Maseco LLP
INCREASED1,54848+1,500+3125%$17.7K$589.7K+$572.0K2026-10-27
Barrett & Company, Inc.
INCREASED1,5421,501+41+3%$552.9K$587.3K+$34.3K2026-10-22
BAR Harbor Wealth Management
NEW1,541—+1,541——$586.9K—2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED1,5391,448+91+6%$533.4K$586.1K+$52.7K2026-11-02
Stablepoint Partners, LLC
DECREASED1,5381,563-25-2%$575.8K$585.7K+$10.0K2026-11-03
Baker Avenue Asset Management, LP
DECREASED1,5362,147-611-28%$791.1K$585.1K-$205.9K2026-11-06
Vanguard Capital Wealth Advisors
INCREASED1,5361,077+459+43%$396.7K$585.0K+$188.2K2026-10-16
Wealth Analytics Partners, LLC
INCREASED1,5341,521+13+1%$566.0K$584.2K+$18.2K2026-10-19
Mlp3, LLC
INCREASED1,5331,355+178+13%$499.2K$583.8K+$84.7K2026-10-22
Portfolio Strategies, Inc.
DECREASED1,5311,544-13-1%$568.9K$583.0K+$14.1K2026-11-06
Burford Brothers, Inc.
INCREASED1,5301,324+206+16%$487.7K$582.7K+$95.0K2026-10-21
Blume Capital Management, Inc.
UNCHANGED1,5301,53000%$563.6K$582.7K+$19.1K2026-10-26
Willow Creek Wealth Management Inc.
UNCHANGED1,5301,53000%$563.6K$582.7K+$19.1K2026-10-26
Cornerstone National Bank & Trust Co
DECREASED1,5251,565-40-3%$580.0K$583.7K+$3.7K2026-10-20
WealthPoint Financial, LLC
DECREASED1,5191,547-28-2%$569.9K$578.5K+$8.6K2026-11-03
Acorn Financial Advisory Services Inc
INCREASED1,5191,518+1+0%$559.2K$578.5K+$19.3K2026-11-02
Legacy Trust
INCREASED1,5161,391+125+9%$512.4K$539.4K+$26.9K2026-11-06
Castle Rock Wealth Management, LLC
DECREASED1,5131,601-88-5%$593.3K$578.4K-$15.0K2026-10-09
Vicus Capital
INCREASED1,5091,464+45+3%$539.3K$574.7K+$35.4K2026-11-05
Rubicon Advisors, GP
INCREASED1,5091,492+17+1%$549.6K$574.7K+$25.1K2026-10-23
Aquire Wealth Advisors, LLC
DECREASED1,5001,505-50%$554.4K$571.3K+$16.8K2026-10-23
Prism Advisors, Inc.
UNCHANGED1,5001,50000%$552.6K$567.9K+$15.4K2026-10-09
Berkshire Money Management, Inc.
NEW1,493—+1,493——$568.6K—2026-10-21
Ridgewood Investments LLC
DECREASED1,4911,531-40-3%$564.0K$567.8K+$3.8K2026-10-05
ProCore Advisors, LLC
UNCHANGED1,4861,48600%$547.4K$565.9K+$18.5K2026-10-14
Dynamic Financial Group
INCREASED1,4851,478+7+0%$544.5K$565.5K+$21.1K2026-10-28
GEM Asset Management, LLC
UNCHANGED1,4791,47900%$544.8K$563.3K+$18.4K2026-10-13
Arbor Investment Advisors, LLC
DECREASED1,4691,880-411-22%$692.6K$559.5K-$133.1K2026-10-26
DWM Financial Group, Inc.
INCREASED1,467760+707+93%$301.2K$558.7K+$257.5K2026-10-28
Biltmore Family Office, LLC
INCREASED1,4671,464+3+0%$539.3K$558.7K+$19.4K2026-11-03
Cornell Pochily Investment Advisors, Inc.
INCREASED1,4661,226+240+20%$451.6K$558.3K+$106.7K2026-10-19
Core Wealth Partners LLC
INCREASED1,4541,349+105+8%$496.9K$553.7K+$56.8K2026-11-02
Aire Advisors, LLC
DECREASED1,4522,260-808-36%$832.5K$553.0K-$279.6K2026-10-22
Catalyst Private Wealth, LLC
UNCHANGED1,4501,45000%$534.2K$552.2K+$18.1K2026-10-13
Resonant Capital Advisors, LLC
DECREASED1,4471,503-56-4%$553.7K$551.1K-$2.6K2026-10-15
SeaBridge Investment Advisors LLC
NEW1,446—+1,446——$550.7K—2026-11-02
Nicholas Wealth, Llc.
UNCHANGED1,4381,43800%$529.7K$547.6K+$17.9K2026-10-26
Fortitude Advisory Group L.L.C.
DECREASED1,4371,637-200-12%$603.0K$547.3K-$55.8K2026-10-15
Wellment Financial
INCREASED1,4361,285+151+12%$473.4K$546.9K+$73.5K2026-10-28
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,4351,43500%$528.6K$546.5K+$17.9K2026-10-14
Madrona Financial Services, LLC
DECREASED1,4321,496-64-4%$551.1K$545.4K-$5.7K2026-10-23
QP Wealth Management, LLC
UNCHANGED1,4321,43200%$527.5K$545.4K+$17.8K2026-10-20
Union Savings Bank
UNCHANGED1,4301,43000%$526.8K$544.6K+$17.8K2026-10-14
Benchmark Financial Wealth Advisors, LLC
DECREASED1,4215,439-4,018-74%$2.0M$541.1K-$1.5M2026-10-20
ProVise Management Group, LLC
DECREASED1,4182,420-1,002-41%$891.5K$540.0K-$351.4K2026-11-06
JGP Wealth Management, LLC
UNCHANGED1,4181,41800%$522.4K$540.0K+$17.7K2026-10-13
Accretive Wealth Partners, LLC
INCREASED1,4161,137+279+25%$418.8K$539.3K+$120.5K2026-11-06
Lotus Asset Management LLC
DECREASED1,4101,731-321-19%$637.9K$537.3K-$100.5K2026-10-14
Peoples Bank
INCREASED1,4101,383+27+2%$509.5K$537.0K+$27.5K2026-10-09
Aureum Wealth Management, LLC
UNCHANGED1,4101,41000%$519.4K$537.0K+$17.6K2026-10-15
BNC Wealth Management, LLC
DECREASED1,4041,455-51-4%$535.8K$534.5K-$1.3K2026-10-19
Cypress Asset Management Inc
DECREASED1,4031,507-104-7%$555.1K$534.3K-$20.8K2026-10-09
WBH Advisory Inc
DECREASED1,4031,465-62-4%$539.7K$534.3K-$5.4K2026-11-05
Genesee Capital Advisors, LLC
DECREASED1,4011,434-33-2%$528.3K$533.6K+$5.3K2026-10-20
Univest Financial Corp
INCREASED1,4001,187+213+18%$437.3K$533.2K+$95.9K2026-11-05
Ardent Capital Management, Inc.
UNCHANGED1,4001,40000%$515.7K$533.2K+$17.4K2026-10-16
Central Bank & Trust Co
UNCHANGED1,4001,40000%$515.7K$533.2K+$17.4K2026-10-09
Tompkins Financial Corp
DECREASED1,3851,476-91-6%$543.7K$527.5K-$16.3K2026-10-05
Wealth Management Nebraska
INCREASED1,3821,379+3+0%$508.0K$526.3K+$18.3K2026-10-26
Landmark Wealth Management, LLC
UNCHANGED1,3751,37500%$506.5K$523.7K+$17.1K2026-11-03
Boston Standard Wealth Management, LLC
INCREASED1,373946+427+45%$355.1K$523.2K+$168.1K2026-10-07
Verus Financial Partners, Inc.
UNCHANGED1,3721,37200%$505.4K$522.5K+$17.1K2026-10-29
Blackston Financial Advisory Group, LLC
INCREASED1,3691,351+18+1%$497.7K$521.4K+$23.7K2026-11-04
Lantz Financial LLC
INCREASED1,3681,120+248+22%$412.6K$521.0K+$108.4K2026-10-15
Avondale Wealth Management
DECREASED1,3641,416-52-4%$521.6K$519.5K-$2.2K2026-10-15
S&A Financial Services, Inc.
DECREASED1,3561,363-7-1%$502.1K$516.4K+$14.3K2026-11-03
Leisure Capital Management
DECREASED1,3531,383-30-2%$509.5K$515.3K+$5.8K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,3421,322+20+2%$486.8K$510.9K+$24.1K2026-10-28
Liberty Capital Management, Inc.
UNCHANGED1,3401,34000%$493.6K$510.3K+$16.7K2026-11-02
Ulland Investment Advisors, LLC
INCREASED1,335115+1,220+1061%$42$508+$4662026-10-13
Greenspring Advisors, LLC
DECREASED1,3351,342-7-1%$494.4K$508.4K+$14.1K2026-11-05
Caldwell Trust Co
DECREASED1,3331,551-218-14%$571.4K$507.7K-$63.7K2026-10-30
LifeGoal Investments, LLC
INCREASED1,3281,314+14+1%$484.1K$505.8K+$21.7K2026-10-09
Grantvest Financial Group LLC
DECREASED1,3251,410-85-6%$519.4K$504.6K-$14.8K2026-10-21
Bigelow Investment Advisors, LLC
DECREASED1,3241,330-60%$489.9K$504.2K+$14.3K2026-10-13
TMB Capital Partners, LLC
DECREASED1,3231,373-50-4%$505.8K$503.9K-$1.9K2026-10-20
Lanark Financial, Inc.
DECREASED1,3211,346-25-2%$495.8K$503.1K+$7.3K2026-10-26
Sageworth Trust Co
DECREASED1,3161,608-292-18%$592.4K$501.2K-$91.2K2026-10-30
Highland Financial Advisors, LLC
INCREASED1,315964+351+36%$355.1K$500.8K+$145.7K2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED1,3151,223+92+8%$455.1K$499.3K+$44.2K2026-10-21
LexAurum Advisors, LLC
DECREASED1,3121,345-33-2%$495.5K$499.7K+$4.2K2026-10-19
Euro Pacific Asset Management, LLC
UNCHANGED1,3101,31000%$590$498.9K+$498.3K2026-11-03
Eagle Harbor Asset Management Inc
INCREASED1,3081,219+89+7%$449.1K$498.1K+$49.1K2026-10-21
Arrow Financial Corp
DECREASED1,3061,321-15-1%$486.6K$497.4K+$10.7K2026-10-26
Kaizen Financial Strategies
UNCHANGED1,3061,30600%$484.0K$497.4K+$13.4K2026-10-09
Town Capital LLC
NEW1,303—+1,303——$496.2K—2026-11-03
RDA Financial Network
DECREASED1,3031,358-55-4%$500.3K$496.2K-$4.0K2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED1,3031,30300%$494.0K$492.1K-$1.9K2026-10-21
Legacy Financial Strategies, LLC
UNCHANGED1,2981,29800%$478.2K$494.3K+$16.2K2026-10-15
Ballast, Inc.
UNCHANGED1,2951,29500%$477.1K$493.2K+$16.1K2026-10-20
Gainplan LLC
DECREASED1,2771,298-21-2%$478.2K$486.3K+$8.2K2026-10-09
Sigma Investment Counselors Inc
INCREASED1,2751,155+120+10%$425.5K$485.6K+$60.1K2026-10-27
Somerset Trust Co
DECREASED1,2651,266-10%$466.4K$481.8K+$15.4K2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED1,2651,26500%$466.0K$481.8K+$15.8K2026-10-21
Sharkey, Howes & Javer
DECREASED1,2581,807-549-30%$665.7K$479.1K-$186.6K2026-10-22
Atlas Brown,Inc.
UNCHANGED1,2581,25800%$463.4K$479.1K+$15.7K2026-10-09
Atticus Wealth Management, LLC
DECREASED1,25513,216-11,961-90%$4.9M$478.0K-$4.4M2026-10-20
TPG Advisors LLC
UNCHANGED1,2521,25200%$461.2K$476.8K+$15.6K2026-10-16
G&S Capital LLC
UNCHANGED1,2511,25100%$460.7K$476.2K+$15.6K2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED1,2501,25000%$460.5K$476.1K+$15.6K2026-10-30
Shariaportfolio, Inc.
INCREASED1,246878+368+42%$323.4K$474.5K+$151.1K2026-10-20
Parkside Financial Bank & Trust
INCREASED1,2461,183+63+5%$435.8K$474.5K+$38.7K2026-10-27
OceanIQ Capital, LLC
UNCHANGED1,2451,24500%$499.2K$475.2K-$24.0K2026-10-19
Buckhead Capital Management LLC
INCREASED1,2411,201+40+3%$442.4K$472.6K+$30.2K2026-11-03
USAdvisors Wealth Management, LLC
INCREASED1,2371,200+37+3%$442.0K$471-$441.5K2026-10-21
ETF Store, Inc.
UNCHANGED1,2371,23700%$455.7K$471.1K+$15.4K2026-10-19
Bdfs Capital LLC
DECREASED1,2281,259-31-2%$463.8K$467.7K+$3.9K2026-10-14
IronOak Wealth Llc.
NEW1,226—+1,226——$466.9K—2026-11-06
Uptick Partners, LLC
INCREASED1,2261,217+9+1%$448.5K$466.9K+$18.5K2026-11-04
Financial Insights, Inc.
INCREASED1,2251,170+55+5%$431.0K$466.5K+$35.5K2026-10-27
Farmers & Merchants Trust Co of Long Beach
UNCHANGED1,2251,22500%$451.3K$466.5K+$15.3K2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED1,2181,21800%$448.7K$463.9K+$15.2K2026-10-16
Rolek Wealth Management LLC
INCREASED1,2171,103+114+10%$406.2K$463.6K+$57.4K2026-10-21
Penobscot Wealth Management
DECREASED1,2161,261-45-4%$464.5K$463.1K-$1.4K2026-10-21
Ashton Thomas Securities, LLC
NEW1,213—+1,213——$462.0K—2026-10-26
Centerpoint Advisors, LLC
INCREASED1,2121,205+7+1%$444.0K$462-$443.5K2026-11-05
Facet Wealth, Inc.
INCREASED1,2091,085+124+11%$399.7K$460.3K+$60.6K2026-11-04
1620 Investment Advisors, Inc.
INCREASED1,2071,096+111+10%$403.7K$459.7K+$55.9K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED1,2011,206-50%$444.3K$457.4K+$13.1K2026-10-05
Hennion & Walsh Asset Management, Inc.
UNCHANGED1,2001,20000%$442.1K$457.0K+$15.0K2026-10-13
Richardson Financial Services Inc.
INCREASED1,1951,156+39+3%$425.8K$455.1K+$29.3K2026-10-30
Main Street Group, LTD
UNCHANGED1,1951,19500%$440.2K$455.1K+$14.9K2026-10-28
Provident Investment Management, Inc.
UNCHANGED1,1851,18500%$436.5K$451.3K+$14.8K2026-10-23
Fund Evaluation Group, LLC
INCREASED1,1841,160+24+2%$427.3K$450.9K+$23.6K2026-11-05
Stevens Capital Partners
INCREASED1,183693+490+71%$255.4K$450.6K+$195.2K2026-10-29
Chilton Capital Management LLC
DECREASED1,1821,412-230-16%$520.2K$450.2K-$70.0K2026-10-28
Ironwood Financial, llc
INCREASED1,1821,117+65+6%$410.1K$450.2K+$40.1K2026-10-20
Cynosure Group, LLC
UNCHANGED1,1801,18000%$434.7K$449.4K+$14.7K2026-11-03
Howard Wealth Management, LLC
UNCHANGED1,1801,18000%$434.7K$449.4K+$14.7K2026-10-28
Presilium Private Wealth, LLC
NEW1,177—+1,177——$448.2K—2026-10-26
Harfst & Associates, Inc.
DECREASED1,1761,276-100-8%$470.1K$447.9K-$22.2K2026-10-20
Northwest Financial Advisors
DECREASED1,1751,252-77-6%$461.1K$447.4K-$13.7K2026-10-27
Evolution Wealth Management Inc.
DECREASED1,1731,246-73-6%$459.0K$446.7K-$12.3K2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED1,1701,17000%$431.0K$431.0K$02026-10-13
Stanich Group LLC
NEW1,167—+1,167——$444.4K—2026-10-16
Belfer Management LLC
UNCHANGED1,1641,16400%$428.9K$443.4K+$14.5K2026-11-05
Mountain Capital Investment Advisors Inc.
DECREASED1,1611,196-35-3%$440.6K$442.2K+$1.6K2026-11-06
Nordwand Advisors, LLC
NEW1,160—+1,160——$441.8K—2026-11-05
Cannon Financial Strategists, Inc.
UNCHANGED1,1571,15700%$426.2K$440.6K+$14.4K2026-10-19
Princeton Capital Management LLC
INCREASED1,1501,022+128+13%$376.5K$438.0K+$61.5K2026-10-27
Lewis Asset Management, LLC
INCREASED1,1501,113+37+3%$410.0K$438.0K+$28.0K2026-10-14
Cornerstone Wealth, LLC
DECREASED1,1401,230-90-7%$458.0K$417.9K-$40.1K2026-10-28
Stephenson & Company, Inc.
UNCHANGED1,1361,13600%$418.5K$432.6K+$14.2K2026-10-30
Chapin Davis, Inc.
INCREASED1,1341,123+11+1%$413.7K$431.9K+$18.2K2026-10-09
Apex Wealth Management, LLC
INCREASED1,1281,117+11+1%$411.5K$429.6K+$18.1K2026-10-20
Parkshore Wealth Management, Inc.
INCREASED1,126807+319+40%$297.3K$428.7K+$131.4K2026-10-13
Carmel Capital Management L.L.C.
UNCHANGED1,1201,12000%$412.6K$426.5K+$14.0K2026-10-30
Walker Asset Management, LLC
UNCHANGED1,1201,12000%$412.6K$426.5K+$14.0K2026-10-13
Prairie Advisory, LLC
NEW1,114—+1,114——$424.3K—2026-10-19
Echo45 Advisors LLC
INCREASED1,113677+436+64%$249.4K$423.9K+$174.5K2026-10-07
Tlwm
UNCHANGED1,1121,11200%$409.6K$423.5K+$13.9K2026-10-09
TFC Financial Management, Inc.
DECREASED1,1111,202-91-8%$442.8K$423.1K-$19.7K2026-10-26
Kings Path Partners LLC
UNCHANGED1,1091,10900%$408.5K$422.4K+$13.8K2026-10-21
Independent Solutions Wealth Management, LLC
INCREASED1,1061,058+48+5%$389.7K$421.2K+$31.5K2026-10-28
Asset Advisors Investment Management, LLC
UNCHANGED1,1051,10500%$407.1K$420.8K+$13.8K2026-10-19
Rose Capital Advisors LLC
NEW1,102—+1,102——$419.9K—2026-11-04
Cherry Tree Wealth Management, LLC
INCREASED1,101630+471+75%$232.1K$419.3K+$187.2K2026-10-15
Schwallier Wealth Management LLC
DECREASED1,1011,110-9-1%$408.9K$419.3K+$10.4K2026-11-05
First National Bank Sioux Falls
UNCHANGED1,1001,10000%$484.1K$418.9K-$65.2K2026-10-13
Westhampton Capital, LLC
UNCHANGED1,0981,09800%$404.5K$418.2K+$13.7K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED1,0951,09500%$403.4K$417.0K+$13.6K2026-10-26
Straight Path Wealth Management
UNCHANGED1,0931,09300%$402.6K$416.3K+$13.6K2026-10-23
Lester Murray Antman dba SimplyRich
UNCHANGED1,0891,08900%$401.0K$414.7K+$13.7K2026-11-06
Middleton & Co Inc
UNCHANGED1,0871,08700%$400.4K$414.0K+$13.5K2026-10-23
Virginia Wealth Management Group, Inc.
UNCHANGED1,0871,08700%$400.4K$414.0K+$13.5K2026-10-14
Insight Wealth Strategies, LLC
INCREASED1,081754+327+43%$279.4K$411.8K+$132.4K2026-10-09
MacKenzie Financial Corp
INCREASED1,080560+520+93%$206.3K$411.3K+$205.0K2026-11-02
Security Financial Services, Inc.
INCREASED1,077787+290+37%$289.9K$410.2K+$120.3K2026-10-29
Cap Partners, LLC
UNCHANGED1,0751,07500%$396.0K$409.4K+$13.4K2026-10-19
Moody Aldrich Partners LLC
NEW1,074—+1,074——$409.0K—2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED1,0741,059+15+1%$390.1K$409.0K+$18.9K2026-11-04
Beverly Hills Private Wealth, LLC
UNCHANGED1,0741,07400%$395.6K$409.0K+$13.4K2026-11-04
Southern Capital Advisors, LLC
INCREASED1,073956+117+12%$352.2K$408.6K+$56.5K2026-10-26
Financial Freedom, LLC
UNCHANGED1,0721,07200%$394.9K$408.3K+$13.4K2026-11-06
Prentiss Smith & Co Inc
DECREASED1,0681,176-108-9%$433.2K$406.7K-$26.5K2026-10-27
Abundance Wealth Counselors
INCREASED1,063795+268+34%$292.9K$404.8K+$112.0K2026-10-26
Prosperity Financial Group, Inc.
DECREASED1,0621,762-700-40%$649.1K$404.5K-$244.6K2026-10-29
Bingham Private Wealth, LLC
DECREASED1,0621,562-500-32%$575.4K$404.5K-$171.0K2026-11-05
Tanager Wealth Management LLP
DECREASED1,0611,149-88-8%$423.3K$404.1K-$19.2K2026-10-19
Hoge Financial Services, LLC
INCREASED1,0531,049+4+0%$386.4K$401.0K+$14.6K2026-11-05
Tritonpoint Wealth, LLC
DECREASED1,0511,239-188-15%$456.4K$400.3K-$56.2K2026-10-19
Opus Capital Group, LLC
DECREASED1,0511,073-22-2%$395.0K$400-$394.6K2026-10-30
Capital Management Associates, Inc
DECREASED1,0501,075-25-2%$396.0K$400.1K+$4.1K2026-10-20
IVC Wealth Advisors LLC
INCREASED1,047982+65+7%$361.7K$398.7K+$37.0K2026-10-23
Powell Investment Advisors, LLC
INCREASED1,043981+62+6%$361.4K$397.2K+$35.8K2026-10-22
Elser Financial Planning, Inc
UNCHANGED1,0431,04300%$384.2K$397.2K+$13.0K2026-10-16
Sageworth Trust Co of South Dakota
UNCHANGED1,0351,03500%$381.3K$394.2K+$12.9K2026-10-30
Guidance Point Advisors, LLC
INCREASED1,0341,012+22+2%$373.5K$394.5K+$21.0K2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED1,0331,03300%$380.5K$393.4K+$12.9K2026-11-03
TrueWealth Advisors, LLC
UNCHANGED1,0331,03300%$380.5K$393.4K+$12.9K2026-10-09
Norris Perne & French LLP
UNCHANGED1,0321,03200%$380.3K$393.1K+$12.9K2026-10-23
Prosperity Advisers, LLC
INCREASED1,0311,018+13+1%$375.0K$392.6K+$17.6K2026-10-28
Miramontes Capital, LLC
INCREASED1,0311,019+12+1%$375.4K$392.6K+$17.3K2026-10-19
BCV Asset Management Inc.
INCREASED1,030987+43+4%$364.5K$393.9K+$29.3K2026-11-06
XY Planning Network, Inc.
DECREASED1,0241,029-50%$379.1K$390.0K+$10.9K2026-10-14
Toth Financial Advisory Corp
INCREASED1,021361+660+183%$133.0K$388.8K+$255.9K2026-10-08
Integrated Wealth Management
INCREASED1,021908+113+12%$334.5K$388.8K+$54.3K2026-10-19
Horst & Graben Wealth Management LLC
UNCHANGED1,0211,02100%$378.4K$388.8K+$10.5K2026-11-02
Burney Co/
UNCHANGED1,0201,02000%$375.7K$388.5K+$12.7K2026-10-15
Carrera Capital Advisors
UNCHANGED1,0131,01300%$373.2K$385.8K+$12.6K2026-11-03
Invariant Investment Management
UNCHANGED1,0111,01100%$386.3K$384.3K-$2.0K2026-10-08
Iams Wealth Management, LLC
INCREASED1,009988+21+2%$364.0K$384.3K+$20.3K2026-10-15
Beacon Financial Advisory LLC
DECREASED1,0091,014-50%$373.5K$384.3K+$10.7K2026-10-16
Semus Wealth Partners LLC
UNCHANGED1,0091,00900%$371.7K$384.3K+$12.6K2026-10-22
Jnba Financial Advisors
UNCHANGED1,0071,00700%$371.0K$383.5K+$12.5K2026-11-03
Mccarter Private Wealth Services LLC
INCREASED1,004918+86+9%$338.2K$382.4K+$44.2K2026-10-22
Compass Financial Group, Inc
DECREASED1,0011,226-225-18%$451.6K$381.2K-$70.4K2026-10-13
Traveka Wealth, LLC
NEW1,000—+1,000——$380.8K—2026-10-19
Haven Private, LLC
INCREASED1,000800+200+25%$294.7K$380.8K+$86.1K2026-10-27
Vilga Financial Planning LLC
UNCHANGED1,0001,00000%$368.4K$380.8K+$12.5K2026-10-09
Maltin Wealth Management, Inc.
UNCHANGED99299200%$365.4K$377.8K+$12.4K2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED99299200%$365.4K$377.8K+$12.4K2026-10-07
Great Diamond Partners, LLC
INCREASED990765+225+29%$281.8K$377.0K+$95.2K2026-10-13
PFS Partners, LLC
UNCHANGED98898800%$364.0K$376.3K+$12.3K2026-10-21
Bill Few Associates, Inc.
INCREASED987907+80+9%$334.1K$375.9K+$41.8K2026-10-09
Summit Global Investments
DECREASED9871,057-70-7%$389.0K$376-$388.6K2026-10-28
Matrix Asset Advisors Inc
DECREASED984998-14-1%$367.6K$374.7K+$7.1K2026-10-13
POM Investment Strategies, LLC
INCREASED983975+8+1%$359.2K$374.4K+$15.2K2026-10-20
River Street Advisors LLC
UNCHANGED98198100%$361.4K$373.6K+$12.2K2026-10-22
Aegis Wealth Management, Inc.
INCREASED977808+169+21%$297.7K$372.1K+$74.4K2026-10-26
Channel Wealth LLC
DECREASED977980-30%$361.0K$372.1K+$11.1K2026-11-06
Heritage Wealth Management, Inc.
INCREASED976827+149+18%$304.7K$371.7K+$67.1K2026-10-28
Cornerstone Management, Inc.
INCREASED975926+49+5%$341.1K$371.3K+$30.2K2026-10-16
Pathway Financial Advisers, LLC
INCREASED974950+24+3%$349.9K$370.9K+$21.0K2026-10-27
Gordian Advisors LLC
INCREASED973916+57+6%$337.4K$370.6K+$33.1K2026-10-30
Smith Thornton Advisors LLC
UNCHANGED97397300%$357.2K$370.6K+$13.3K2026-10-16
KFA Private Wealth Group, LLC
DECREASED9721,199-227-19%$441.9K$370.4K-$71.5K2026-10-07
MCF Advisors LLC
UNCHANGED97197100%$357.7K$369.8K+$12.1K2026-10-28
RVW Wealth, LLC
INCREASED970879+91+10%$323.8K$369.4K+$45.6K2026-10-06
SilverOak Wealth Management LLC
DECREASED9691,071-102-10%$394.5K$369.0K-$25.5K2026-10-29
Blossom Wealth Management
UNCHANGED96996900%$357.0K$369.0K+$12.1K2026-11-03
First Financial Corp
UNCHANGED96596500%$355.5K$367.5K+$12.0K2026-10-13
Center for Financial Planning, Inc.
INCREASED964722+242+34%$266.0K$367.1K+$101.2K2026-10-26
Great Lakes Retirement, Inc.
DECREASED9631,026-63-6%$378.0K$366.7K-$11.2K2026-10-26
Sterling Investment Counsel, LLC
DECREASED963964-10%$355.1K$366.7K+$11.6K2026-10-19
Persium Advisors, LLC
INCREASED962702+260+37%$258.6K$366.4K+$107.8K2026-10-07
Baring Financial LLC
UNCHANGED95795700%$352.5K$364.5K+$11.9K2026-10-07
Smith Chas P & Associates PA Cpas
UNCHANGED95795700%$352.5K$365.6K+$13.0K2026-10-22
1900 Wealth Management LLC
INCREASED956853+103+12%$314.2K$364.3K+$50.0K2026-10-13
Goelzer Investment Management, Inc.
NEW953—+953——$362.9K—2026-10-16
New Harbor Financial Group, LLC
DECREASED9511,992-1,041-52%$733.8K$362.2K-$371.6K2026-10-22
Shepherd Financial Partners LLC
UNCHANGED95195100%$350.3K$362.2K+$11.8K2026-11-03
BNB Wealth Management, LLC
INCREASED947877+70+8%$323.1K$360.7K+$37.6K2026-10-28
Kieckhefer Group LLC
UNCHANGED94594500%$348.1K$359.9K+$11.8K2026-10-13
Collaborative Wealth Managment Inc.
DECREASED944950-6-1%$350.0K$359.5K+$9.6K2026-11-06
Hoey Investments, Inc
INCREASED940905+35+4%$333.4K$358.0K+$24.6K2026-10-29
ADE, LLC
UNCHANGED94094000%$346.3K$358.0K+$11.7K2026-10-29
Summit Investment Advisory Services, LLC
INCREASED939856+83+10%$315.3K$357.6K+$42.3K2026-11-03
Mcdaniel Terry & Co
UNCHANGED93993900%$345.9K$357.6K+$11.7K2026-11-05
Gilliland Jeter Wealth Management LLC
UNCHANGED93793700%$345.2K$356.8K+$11.7K2026-10-28
West Bancorporation Inc
UNCHANGED93493400%$344.1K$355.7K+$11.6K2026-10-29
Cypress Capital, LLC
DECREASED9321,272-340-27%$468.6K$354.9K-$113.6K2026-10-20
October Effect Ltd
INCREASED931864+67+8%$318.3K$354.6K+$36.3K2026-10-20
LaFleur & Godfrey LLC
UNCHANGED93093000%$342.6K$354.2K+$11.6K2026-10-27
Dahring | Cusmano LLC
DECREASED9251,043-118-11%$384.2K$352.3K-$31.9K2026-11-03
Worth Financial Advisory Group, LLC
DECREASED924968-44-5%$356.6K$351.9K-$4.7K2026-10-19
Sloy Dahl & Holst, LLC
UNCHANGED92492400%$340.4K$351.9K+$11.5K2026-10-14
United Capital Management of KS, Inc.
INCREASED921907+14+2%$334.1K$350.8K+$16.6K2026-11-04
Argyle Capital Partners, LLC
DECREASED9201,000-80-8%$368.4K$350.4K-$18.0K2026-10-23
Tortoise Investment Management, LLC
UNCHANGED91791700%$337.8K$349.2K+$11.4K2026-11-06
Uhlmann Price Securities, LLC
DECREASED9151,086-171-16%$400.1K$348.5K-$51.6K2026-11-03
Vima LLC
DECREASED914930-16-2%$342.6K$348.1K+$5.5K2026-10-23
City State Bank
UNCHANGED90790700%$334.1K$345.4K+$11.3K2026-10-20
Guardian Financial Partners, LLC
INCREASED906689+217+31%$253.8K$345.0K+$91.2K2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED90590500%$333.4K$344.7K+$11.3K2026-10-20
Paragon Advisors, LLC
DECREASED904972-68-7%$358.1K$344.3K-$13.8K2026-11-03
Cottage Street Advisors LLC
DECREASED9031,878-975-52%$691.8K$343.9K-$347.9K2026-10-19
Fulcrum Equity Management
INCREASED901895+6+1%$329.7K$343.1K+$13.4K2026-10-21
Sonata Capital Group Inc
UNCHANGED90090000%$331.5K$342.8K+$11.2K2026-10-19
Brady Family Wealth, LLC
DECREASED8991,146-247-22%$422.2K$342.4K-$79.8K2026-11-02
Whitener Capital Management, Inc.
DECREASED8961,007-111-11%$371.0K$341.2K-$29.7K2026-10-15
Salomon & Ludwin, LLC
UNCHANGED89689600%$332.1K$341.2K+$9.2K2026-10-29
Integrity Wealth Advisors, Inc.
NEW895—+895——$340.9K—2026-10-29
True North Advisors, LLC
UNCHANGED88888800%$327.1K$338.2K+$11.1K2026-10-22
Lebenthal Global Advisors, LLC
INCREASED887868+19+2%$319.8K$337.8K+$18.1K2026-10-28
Garrett Wealth Advisory Group, LLC
UNCHANGED88288200%$324.9K$335.9K+$11.0K2026-10-22
Horrell Capital Management, Inc.
UNCHANGED88188100%$324.5K$335.5K+$11.0K2026-10-08
Highland Capital Management, LLC
DECREASED8801,280-400-31%$471.5K$335.1K-$136.4K2026-10-26
BCS Wealth Management
INCREASED880723+157+22%$266.3K$335.1K+$68.8K2026-11-03
Ridgecrest Wealth Partners, LLC
UNCHANGED88088000%$324.2K$335.1K+$11.0K2026-10-19
Endeavor Private Wealth, Inc.
UNCHANGED87887800%$323.4K$334.4K+$10.9K2026-11-05
Oak Harvest Investment Services
NEW875—+875——$333.2K—2026-10-20
Farrell Financial LLC
UNCHANGED87587500%$322.3K$333.2K+$10.9K2026-10-16
Professional Advisory Services Inc
UNCHANGED87587500%$322$333+$112026-10-08
WJ Interests, LLC
UNCHANGED87587500%$322.3K$333.2K+$10.9K2026-10-14
Barden Capital Management, Inc.
INCREASED870827+43+5%$304.7K$331.3K+$26.7K2026-10-09
John A. Wolfe & Associates, Inc.
UNCHANGED86686600%$319.0K$329.8K+$10.8K2026-11-06
Lauer Wealth, LLC
NEW863—+863——$326.7K—2026-10-13
Advocate Investing Services LLC
UNCHANGED86386300%$317.9K$328.7K+$10.8K2026-10-26
Clark Financial Services Group Inc
UNCHANGED86286200%$317.5K$328.3K+$10.7K2026-10-19
Ackerman Capital Advisors, LLC
INCREASED859857+2+0%$315.7K$327.1K+$11.4K2026-10-30
PVG Asset Management Corp
DECREASED858923-65-7%$340.0K$326.9K-$13.1K2026-10-19
Accredited Investors Inc.
INCREASED857819+38+5%$301.7K$326.4K+$24.7K2026-11-03
ZynergyRetirementPlanningLLC
DECREASED855880-25-3%$324.2K$325.6K+$1.4K2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED851788+63+8%$290.5K$324.3K+$33.8K2026-11-03
Smith Salley Wealth Management
INCREASED850656+194+30%$241.7K$323.7K+$82.1K2026-11-03
David J Yvars Group
INCREASED850840+10+1%$309.4K$323.7K+$14.3K2026-10-09
Citrine Capital LLC
UNCHANGED85085000%$313.1K$323.7K+$10.6K2026-10-14
Brian LOW Financial Group, LLC
DECREASED8451,086-241-22%$400.1K$321.8K-$78.3K2026-10-28
Financial Security Advisor, Inc.
UNCHANGED84484400%$310.9K$321.4K+$10.5K2026-11-03
Kelly Financial Services LLC
DECREASED841886-45-5%$326.5K$320.3K-$6.2K2026-10-20
Thrive Wealth Management, LLC
UNCHANGED84084000%$309.4K$319.9K+$10.5K2026-10-13
First Merchants Corp
DECREASED838988-150-15%$364.0K$319.1K-$44.8K2026-10-15
Asset Advisory Group, Inc.
UNCHANGED83883800%$308.7K$319.1K+$10.4K2026-10-20
Financial Perspectives, Inc
UNCHANGED83883800%$308.7K$319.1K+$10.4K2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED836978-142-15%$360.3K$318.4K-$41.9K2026-10-21
71 West Capital Partners
DECREASED832846-14-2%$311.6K$316.9K+$5.2K2026-11-04
DKM Wealth Management, Inc.
UNCHANGED82882800%$305.0K$315.3K+$10.3K2026-10-09
Kavar Capital Partners Group, LLC
INCREASED827800+27+3%$294.7K$315.0K+$20.3K2026-11-06
WestHill Financial Advisors, Inc.
DECREASED827836-9-1%$308.0K$315.0K+$7.0K2026-10-14
Prosperitas Financial LLC
DECREASED8251,190-365-31%$438.4K$314.2K-$124.2K2026-10-28
Coquina Private Wealth LLC
DECREASED825965-140-15%$355.5K$314.2K-$41.3K2026-10-27
Boyum Wealth Architects LLC
INCREASED825757+68+9%$277.9K$313.6K+$35.7K2026-10-06
Amitell Capital Pte Ltd
DECREASED8241,648-824-50%$607.1K$313.8K-$293.3K2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED821889-68-8%$327.5K$312.7K-$14.8K2026-10-09
Guilbault Capital LLC
DECREASED8201,497-677-45%$551.5K$312.3K-$239.2K2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED820936-116-12%$344.9K$312.4K-$32.5K2026-10-09
First Nebraska Trust Co
UNCHANGED82082000%$302.1K$312.3K+$10.2K2026-10-30
UMB Bank, n.a.
DECREASED8191,418-599-42%$522.4K$311.9K-$210.5K2026-11-06
Lantern Wealth Advisors, LLC
INCREASED819741+78+11%$273.0K$311.9K+$38.9K2026-10-22
Villere ST Denis J & Co LLC
DECREASED8161,016-200-20%$374.3K$310.8K-$63.5K2026-11-04
Iron Financial LLC
UNCHANGED81381300%$299.5K$309.6K+$10.1K2026-10-23
TCP Asset Management, LLC
DECREASED809839-30-4%$309.1K$307.5K-$1.5K2026-10-14
Long Island Wealth Management, Inc.
UNCHANGED80880800%$297.7K$307.7K+$10.1K2026-10-20
Power Wealth Management LLC
DECREASED8073,648-2,841-78%$1.3M$307.3K-$1.0M2026-10-27
Financial & Tax Architects, LLC
DECREASED801930-129-14%$342.6K$305.1K-$37.5K2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED801791+10+1%$291.4K$305.1K+$13.7K2026-10-22
Redw Wealth LLC
UNCHANGED80180100%$295.1K$305.1K+$10.0K2026-11-02
Littlejohn Financial Services, Inc.
NEW800—+800——$304.7K—2026-11-06
Barr E S & Co
UNCHANGED80080000%$294.7K$304.7K+$10.0K2026-11-06
Cape Investment Advisory, Inc.
DECREASED795938-143-15%$345.5K$302.8K-$42.8K2026-10-13
Grant Private Wealth Management Inc
INCREASED794709+85+12%$261.2K$302.3K+$41.2K2026-10-19
Financial Concepts Unlimited, Inc.
INCREASED794781+13+2%$287.7K$302.4K+$14.7K2026-11-06
Bay Capital Advisors, LLC
UNCHANGED79479400%$292.5K$302.4K+$9.9K2026-10-16
Allen Wealth Management, LLC
DECREASED793823-30-4%$303.2K$302.0K-$1.2K2026-10-29
RW Investment Management LLC
INCREASED792554+238+43%$204.1K$301.6K+$97.5K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED78978900%$290.7K$300.5K+$9.8K2026-10-29
Pine Haven Investment Counsel, Inc
UNCHANGED78878800%$290.3K$300.1K+$9.8K2026-11-02
Columbus Macro, LLC
INCREASED785717+68+9%$264.1K$299.0K+$34.8K2026-10-14
Culbertson A N & Co Inc
UNCHANGED78578500%$289.2K$299.0K+$9.8K2026-10-21
Ehrlich Financial Group
NEW782—+782——$297.8K—2026-10-20
Bond & Devick Financial Network, Inc.
DECREASED781862-81-9%$317.5K$297.4K-$20.1K2026-10-23
Taylor Securities Services, Inc.
INCREASED780708+72+10%$260.8K$297.1K+$36.2K2026-10-20
Spectrum Asset Management, Inc. (NB )
DECREASED773780-7-1%$287.3K$294.4K+$7.1K2026-10-19
Sound Financial Strategies Group, LLC
DECREASED771773-20%$284.8K$293.6K+$8.9K2026-10-30
Missouri Trust & Investment Co
DECREASED770819-49-6%$304.3K$293.2K-$11.0K2026-11-04
Condor Capital Management
UNCHANGED77077000%$283.7K$293.2K+$9.6K2026-11-06
Dagco, Inc.
UNCHANGED77077000%$283.7K$293.2K+$9.6K2026-10-20
Studio Investment Management LLC
UNCHANGED77077000%$283.7K$293.2K+$9.6K2026-10-22
Gamma Investing LLC
INCREASED768675+93+14%$248.7K$292.5K+$43.8K2026-10-08
Bare Financial Services, Inc
UNCHANGED76876800%$282.9K$292.5K+$9.6K2026-11-04
Granite Islands Private Wealth, LLC
UNCHANGED76576500%$281.8K$291.3K+$9.5K2026-10-16
MRA Advisory Group
UNCHANGED76576500%$281.8K$291.3K+$9.5K2026-10-07
Advisortrust Partners, LLC
DECREASED763895-132-15%$329.7K$290.6K-$39.1K2026-11-02
Viewpoint Capital Management LLC
DECREASED760890-130-15%$280.0K$289.4K+$9.5K2026-10-27
Hickory Point Bank & Trust
DECREASED760785-25-3%$289.2K$289.4K+$2602026-10-01
Financial Consulate, Inc
UNCHANGED76076000%$280.0K$289.4K+$9.5K2026-10-23
William Mack & Associates, Inc.
UNCHANGED76076000%$280.0K$289.4K+$9.5K2026-10-27
KFG LLC
NEW759—+759——$289.1K—2026-11-02
TritonPoint Partners, LLC
DECREASED7591,498-739-49%$551.8K$289.1K-$262.8K2026-11-05
Team Financial Group, LLC
DECREASED759845-86-10%$311.3K$289.1K-$22.2K2026-10-30
Stone House Investment Management, LLC
INCREASED755733+22+3%$270.0K$287.5K+$17.5K2026-10-23
Key FInancial Inc
INCREASED751700+51+7%$257.9K$286.0K+$28.1K2026-11-02
Spinnaker Investment Group, LLC
INCREASED750742+8+1%$273.3K$285.6K+$12.3K2026-10-13
Chemung Canal Trust Co
UNCHANGED75075000%$276.3K$285.6K+$9.3K2026-11-04
Fishman JAY A LTD
UNCHANGED75075000%$276.3K$285.6K+$9.3K2026-10-26
Waycross Investment Management Co
INCREASED747693+54+8%$255.3K$284.5K+$29.2K2026-10-14
Accredited Investor Services, LLC
UNCHANGED74774700%$275.2K$284.5K+$9.3K2026-10-22
Paragon Capital Management Inc
UNCHANGED74774700%$275.2K$284.5K+$9.3K2026-10-15
Parr Mcknight Wealth Management Group, LLC
UNCHANGED74774700%$275.2K$284.5K+$9.3K2026-10-30
Berman McAleer LLC
UNCHANGED74574500%$274.4K$283.7K+$9.3K2026-10-16
AA Financial Advisors, LLC
INCREASED744633+111+18%$233.2K$283.3K+$50.2K2026-10-19
Lake Street Private Wealth, LLC
INCREASED744692+52+8%$254.9K$283.5K+$28.5K2026-10-22
E6 Portfolios, LLC
INCREASED744701+43+6%$258.3K$283.4K+$25.1K2026-10-26
Summit Investment Advisors, Inc.\KS
UNCHANGED74474400%$274.1K$283.3K+$9.3K2026-11-05
Pennsylvania Capital Management Inc
INCREASED742739+3+0%$272.2K$282.6K+$10.4K2026-11-05
Focused Wealth Management, Inc
UNCHANGED74274200%$273.4K$282.7K+$9.2K2026-10-30
North Forty Two & Co.
UNCHANGED74174100%$273.0K$282.2K+$9.2K2026-10-19
Todd Wealth Management, LLC
UNCHANGED74174100%$273.0K$282.2K+$9.2K2026-10-19
Meriwether Wealth & Planning, LLC
UNCHANGED73873800%$271.9K$281.1K+$9.2K2026-10-13
Clean Yield Group
UNCHANGED73573500%$270.8K$279.9K+$9.2K2026-10-28
Measured Risk Portfolios, Inc.
UNCHANGED72772700%$267.8K$276.9K+$9.1K2026-10-21
North Berkeley Wealth Management, LLC
UNCHANGED72772700%$267.8K$276.9K+$9.1K2026-11-02
John G Ullman & Associates Inc
NEW725—+725——$276.1K—2026-11-04
Seven Hills Financial, LLC
NEW724—+724——$275.7K—2026-10-13
AG Asset Advisory, LLC
UNCHANGED72372300%$266.3K$275.3K+$9.0K2026-11-06
Confluence Investment Management LLC
UNCHANGED71871800%$264.5K$273.4K+$8.9K2026-10-01
NorthAvenue LLC
UNCHANGED71771700%$264.1K$273.1K+$8.9K2026-10-29
Register Financial Advisors LLC
UNCHANGED71671600%$263.8K$272.7K+$8.9K2026-10-23
Triumph Capital Management
INCREASED715432+283+66%$159.1K$272.5K+$113.3K2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED71571500%$263.4K$272.3K+$8.9K2026-11-04
Maia Wealth LLC
DECREASED714986-272-28%$363.2K$271.9K-$91.3K2026-10-19
GHP Investment Advisors, Inc.
DECREASED709754-45-6%$277.8K$270.0K-$7.7K2026-10-15
Wavvest Wealth LLC
NEW704—+704——$268.1K—2026-10-21
Jm2 Capital Inc.
DECREASED704726-22-3%$267.4K$268.1K+$6672026-10-14
Clear Point Advisors Inc.
DECREASED701713-12-2%$262.7K$267.0K+$4.3K2026-10-30
First County Bank
DECREASED700740-40-5%$272.6K$266.6K-$6.0K2026-10-13
Cadinha & Co LLC
DECREASED700730-30-4%$268.9K$266.6K-$2.3K2026-10-22
Opus Financial Solutions LLC
DECREASED700710-10-1%$261.6K$266.6K+$5.0K2026-11-06
Mill Capital Management, LLC
UNCHANGED70070000%$257.9K$266.6K+$8.7K2026-10-26
One Plus One Wealth Management, LLC
UNCHANGED70070000%$257.9K$266.6K+$8.7K2026-10-16
Capital Planning LLC
UNCHANGED69669600%$256.4K$265.1K+$8.7K2026-10-09
TradeWell Securities, Llc.
DECREASED695712-17-2%$262.3K$264.7K+$2.4K2026-10-21
BankPlus Trust Department
UNCHANGED69269200%$254.9K$263.5K+$8.6K2026-11-06
Fagan Associates, Inc.
UNCHANGED69269200%$254.9K$263.5K+$8.6K2026-10-13
Peachtree Investment Partners, LLC
UNCHANGED69169100%$254.6K$263.2K+$8.6K2026-11-05
Diversified Portfolios, Inc.
UNCHANGED68868800%$253.4K$262.0K+$8.6K2026-11-04
Souders Financial Advisors
UNCHANGED68868800%$253.4K$262.0K+$8.6K2026-11-03
Meridian Financial Advisors, LLC
NEW687—+687——$261.6K—2026-10-14
A&I Financial Services, LLC
UNCHANGED68768700%$253.1K$261.6K+$8.6K2026-10-15
Kearns & Associates LLC
UNCHANGED68568500%$252.3K$260.9K+$8.5K2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED68168100%$250.9K$259.4K+$8.5K2026-10-30
Nautilus Advisors LLC
INCREASED680626+54+9%$236.0K$259.0K+$23.0K2026-10-07
Solutions 4 Wealth, Ltd
INCREASED679597+82+14%$219.9K$258.6K+$38.7K2026-11-03
Whelan Financial
UNCHANGED67767700%$249.4K$257.8K+$8.4K2026-10-28
Tannin Capital LLC
DECREASED6722,072-1,400-68%$763.3K$255.9K-$507.4K2026-11-05
Clearstead Trust, LLC
INCREASED671664+7+1%$244.6K$255.5K+$10.9K2026-11-06
Miller Financial Services LLC
NEW670—+670——$255.2K—2026-10-20
Opal Wealth Advisors, LLC
INCREASED670667+3+0%$245.7K$255.2K+$9.5K2026-10-16
Chris Bulman Inc
DECREASED669805-136-17%$296.5K$254.8K-$41.8K2026-10-20
KG Capital Management
DECREASED667735-68-9%$270.8K$254.0K-$16.7K2026-10-15
Abound Wealth Management
INCREASED666585+81+14%$215.5K$253.6K+$38.1K2026-10-26
Washburn Capital Management, Inc.
DECREASED665690-25-4%$254.2K$253.3K-$9232026-10-19
Norden Group LLC
DECREASED663742-79-11%$273.3K$252.5K-$20.8K2026-10-20
Vision Financial Markets LLC
INCREASED663600+63+11%$222.3K$253.8K+$31.4K2026-10-22
Miller Global Investments, LLC
UNCHANGED66366300%$244.2K$252.5K+$8.3K2026-10-02
Monetary Solutions, Ltd
UNCHANGED66366300%$244.2K$252.5K+$8.3K2026-10-22
Colonial River Investments, LLC
DECREASED662667-5-1%$245.7K$252.1K+$6.4K2026-10-19
Redstone Wealth Management, LLC
INCREASED660604+56+9%$222.5K$251.4K+$28.9K2026-10-20
Alpha Zero LLC
UNCHANGED65865800%$240.1K$250.6K+$10.4K2026-11-06
Cathy Pareto & Associates, Inc
DECREASED6571,157-500-43%$426.2K$250.2K-$176.0K2026-10-15
CGN Advisors LLC
DECREASED656754-98-13%$277.8K$249.8K-$28.0K2026-10-21
BCR Wealth Strategies, LLC
UNCHANGED65665600%$241.0K$249.8K+$8.8K2026-11-06
Juno Financial Group LLC
UNCHANGED65665600%$241.7K$249.8K+$8.2K2026-10-27
Wealth Group Ltd
UNCHANGED65465400%$240.9K$248.6K+$7.7K2026-10-07
Integras Partners LLC
NEW653—+653——$248.7K—2026-10-30
John Boyer, Inc.
DECREASED65296,684-96,032-99%$7.9M$248.3K-$7.6M2026-10-27
Sage Rhino Capital LLC
DECREASED6521,032-380-37%$380.1K$248.2K-$131.9K2026-10-28
Heirloom Wealth Management
UNCHANGED65165100%$239.8K$247.9K+$8.1K2026-10-14
3Edge Asset Management, LP
UNCHANGED65065000%$239.4K$247.7K+$8.2K2026-10-30
Journey Retirement Planning & Investment Management LLC
DECREASED649712-63-9%$262.3K$247.2K-$15.1K2026-10-09
Tranquility Partners, LLC
UNCHANGED64864800%$238.7K$246.8K+$8.1K2026-10-20
Putney Financial Group LLC
UNCHANGED64764700%$238.3K$246.4K+$8.1K2026-10-30
Hughes Financial Services, LLC
DECREASED645667-22-3%$245.7K$237.7K-$8.0K2026-10-30
Swmg, LLC
NEW644—+644——$237.6K—2026-10-23
Madison Park Capital Advisors, LLC
DECREASED6431,516-873-58%$237.5K$244.9K+$7.4K2026-10-28
WoodTrust Financial Corp
UNCHANGED64264200%$236.0K$244-$235.8K2026-10-09
Patton Fund Management, Inc.
DECREASED641678-37-5%$249.8K$244.1K-$5.6K2026-10-13
Elevation Wealth Management LLC
UNCHANGED63863800%$235.0K$243.0K+$8.0K2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED637777-140-18%$286.2K$242.6K-$43.6K2026-10-09
LCM Capital Management Inc
INCREASED634607+27+4%$223.6K$241.5K+$17.8K2026-10-20
Rasp Wealth Solutions, LLC
DECREASED634650-16-2%$239.6K$241.6K+$2.0K2026-11-06
Beacon Bank & Trust
UNCHANGED63463400%$233.6K$241.5K+$7.9K2026-10-27
Portside Wealth Group, LLC
DECREASED6321,105-473-43%$407.1K$240.7K-$166.4K2026-10-20
Fingerlakes Wealth Management, Inc.
INCREASED632624+8+1%$229.9K$240.8K+$10.9K2026-11-04
Peak Financial Management, Inc.
DECREASED631856-225-26%$315.3K$240.3K-$75.0K2026-10-16
Hudson Edge Investment Partners Inc.
UNCHANGED63063000%$232.1K$239.9K+$7.9K2026-10-28
Weitzel Financial Services, Inc.
UNCHANGED62762700%$236.2K$237.8K+$1.6K2026-10-16
Smallwood Wealth Investment Management, LLC
INCREASED625525+100+19%$193.4K$238.0K+$44.6K2026-10-30
Detalus Advisors, LLC
DECREASED622802-180-22%$295.4K$236.9K-$58.6K2026-10-15
Lakeshore Financial Planning, Inc.
INCREASED621547+74+14%$201.5K$236.5K+$35.0K2026-10-13
Legacy Private Trust Co.
DECREASED620650-30-5%$239.4K$236.1K-$3.3K2026-10-06
Carmel Capital Partners, LLC
INCREASED620595+25+4%$219.2K$236.1K+$16.9K2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED62062000%$228.4K$236.1K+$7.7K2026-10-19
Serenity Investment Advisors
UNCHANGED61861800%$256.6K$235.4K-$21.3K2026-10-30
BayBridge Capital Group, LLC
NEW617—+617——$235.2K—2026-10-13
Thrive Capital Management, LLC
NEW616—+616——$234.6K—2026-10-28
Burton Enright Welch
DECREASED616633-17-3%$233.2K$234.6K+$1.4K2026-11-04
Cora Capital Advisors LLC
UNCHANGED61561500%$226.6K$234.2K+$7.7K2026-11-02
Stewardship Advisors, LLC
INCREASED614594+20+3%$218.8K$233.8K+$15.0K2026-10-20
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED61361300%$225.8K$233.5K+$7.6K2026-11-03
LifePlan Financial, LLC
UNCHANGED61361300%$225.8K$232.1K+$6.3K2026-10-13
Gilman Hill Asset Management, LLC
DECREASED612698-86-12%$257.1K$233.1K-$24.1K2026-10-13
LongView Wealth Management
DECREASED611678-67-10%$249.8K$232.7K-$17.1K2026-10-19
Scissortail Wealth Management, LLC
NEW610—+610——$232.3K—2026-11-03
Boston Common Asset Management, LLC
UNCHANGED60960900%$224.3K$231.9K+$7.6K2026-10-13
Legacy Financial Independent Advisors LLC
DECREASED602622-20-3%$229.1K$229.3K+$1342026-11-02
Index Fund Advisors, Inc.
UNCHANGED60160100%$221.4K$228.9K+$7.5K2026-11-05
GKV Capital Management Co., Inc.
DECREASED60016,123-15,523-96%$5.9M$228.5K-$5.7M2026-11-06
General Partner, Inc.
UNCHANGED60060000%$221.0K$228.5K+$7.5K2026-10-05
Trust Co of Oklahoma
UNCHANGED60060000%$221.0K$228.5K+$7.5K2026-10-15
Blueline Advisors LLC
UNCHANGED59959900%$220.7K$228.1K+$7.5K2026-10-15
Hamilton Capital, LLC
INCREASED598582+16+3%$214.4K$227.7K+$13.3K2026-10-08
Syntegra Private Wealth Group, LLC
NEW594—+594——$226.2K—2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED592569+23+4%$209.6K$225.5K+$15.8K2026-11-04
Breakwater Capital Group
NEW590—+590——$224.7K—2026-10-09
IAG Wealth Partners, LLC
UNCHANGED58958900%$217.0K$224.3K+$7.3K2026-11-06
Financial Network Wealth Advisors LLC
DECREASED587802-215-27%$295.4K$223.7K-$71.8K2026-10-28
Cobblestone Asset Management LLC
UNCHANGED58658600%$215.9K$223.2K+$7.3K2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED58458400%$215.1K$222.4K+$7.3K2026-10-20
Tenet Wealth Partners, LLC
INCREASED583581+2+0%$217.7K$222.0K+$4.4K2026-10-19
Cascade Investment Advisors, Inc.
UNCHANGED58358300%$214.8K$222.0K+$7.3K2026-11-02
Pachira Investments Inc.
UNCHANGED58258200%$214.4K$221.6K+$7.3K2026-10-14
Canandaigua National Bank & Trust Co
DECREASED581611-30-5%$225.1K$221.3K-$3.8K2026-10-07
Lynx Capital Group LTD
UNCHANGED57957900%$213.3K$220.5K+$7.2K2026-11-04
Pacifica Partners Inc.
DECREASED578579-10%$218.9K$221.2K+$2.3K2026-10-09
TCV Trust & Wealth Management, Inc.
NEW576—+576——$219.4K—2026-10-16
Canandaigua National Trust Co of Florida
NEW574—+574——$218.6K—2026-10-07
Traphagen Investment Advisors LLC
DECREASED573617-44-7%$227.4K$218.4K-$9.1K2026-10-14
Foundry Financial Group, Inc.
UNCHANGED57257200%$210.7K$217.8K+$7.1K2026-10-28
Wagner Wealth Management, LLC
INCREASED569568+1+0%$209.2K$216.7K+$7.5K2026-10-21
Freedom Day Solutions, LLC
UNCHANGED56856800%$209.2K$216.3K+$7.1K2026-10-20
Capital Investment Counsel, LLC
DECREASED565655-90-14%$241.3K$215.2K-$26.1K2026-10-14
Elm3 Financial Group, LLC
NEW564—+564——$214.8K—2026-10-07
Prevail Innovative Wealth Advisors, LLC
DECREASED563824-261-32%$303.5K$211.6K-$91.9K2026-10-20
Verity Asset Management, Inc.
NEW561—+561——$213.7K—2026-10-30
Transce3nd, LLC
INCREASED56015+545+3633%$5.7K$212.2K+$206.6K2026-10-26
SFE Investment Counsel
UNCHANGED56056000%$206.3K$213.3K+$7.0K2026-10-29
FCG Investment Co
NEW558—+558——$212.5K—2026-10-13
Boomfish Wealth Group, LLC
NEW557—+557——$212.1K—2026-10-22
Cascade Investment Group, Inc.
DECREASED557718-161-22%$264.5K$212.1K-$52.4K2026-10-13
Seven Mile Advisory
UNCHANGED55755700%$205.2K$212.1K+$6.9K2026-10-22
Third View Private Wealth, LLC
DECREASED556744-188-25%$274.1K$211.7K-$62.3K2026-10-30
Tufton Capital Management
UNCHANGED55555500%$204.0K$211-$203.8K2026-10-20
HT Partners LLC
UNCHANGED55455400%$204.1K$211.0K+$6.9K2026-10-20
Fonville Wealth Management LLC
NEW553—+553——$210.6K—2026-10-28
CPR Investments Inc.
DECREASED5511,126-575-51%$414.8K$210.0K-$204.8K2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED55155100%$203.0K$203.0K$02026-11-03
Journey Beyond Wealth, LLC
UNCHANGED55055000%$202.6K$209.5K+$6.9K2026-11-04
Heck Capital Advisors, LLC
DECREASED549670-121-18%$246.8K$209.1K-$37.7K2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED548543+5+1%$200.0K$208.7K+$8.7K2026-11-03
Precedent Wealth Partners, LLC
DECREASED547568-21-4%$209.2K$208.3K-$9212026-10-21
Boyer Financial Services, Inc.
UNCHANGED54754700%$206.8K$208.3K+$1.5K2026-10-23
Patton Albertson Miller Group, LLC
DECREASED545620-75-12%$228.4K$207.6K-$20.8K2026-10-26
Colony Family Offices, LLC
DECREASED543567-24-4%$208.9K$206.8K-$2.1K2026-10-22
Shira Ridge Wealth Management
UNCHANGED54354300%$200.0K$206.8K+$6.8K2026-10-09
May Hill Capital, LLC
NEW542—+542——$206.4K—2026-11-03
Wealth Architects, LLC
DECREASED541705-164-23%$259.7K$206.0K-$53.7K2026-11-03
West Branch Capital LLC
UNCHANGED53753700%$197.8K$204.5K+$6.7K2026-10-20
Beacon Wealthcare LLC
NEW536—+536——$204.1K—2026-10-02
Silver Oak Advisory Group, Inc.
NEW536—+536——$204.1K—2026-11-06
Blue Jean Financial LLC
NEW534—+534——$203.4K—2026-10-20
PFC Capital Group, Inc.
NEW534—+534——$203.4K—2026-11-06
Everhart Financial Group, Inc.
NEW532—+532——$202.6K—2026-10-08
Sunburst Financial Group, LLC
NEW531—+531——$202.2K—2026-10-09
Ferguson Shapiro LLC
DECREASED530821-291-35%$302.4K$201.8K-$100.6K2026-10-16
GSG Advisors LLC
NEW528—+528——$201.1K—2026-11-03
Evermay Wealth Management LLC
INCREASED527443+84+19%$163.2K$200.7K+$37.5K2026-11-05
Iowa State Bank
NEW526—+526——$200.3K—2026-10-06
Acumen Wealth Advisors, LLC
INCREASED526226+300+133%$83.3K$200.3K+$117.1K2026-11-05
Creative Capital Management Investments LLC
UNCHANGED52152100%$191.9K$198.4K+$6.5K2026-10-28
Rydar Equities, Inc.
NEW512—+512——$192.5K—2026-10-13
American National Bank & Trust
DECREASED505545-40-7%$200.8K$192.3K-$8.4K2026-10-07
Summit Securities Group LLC
NEW500—+500——$190.4K—2026-11-05
Peoples Financial Services Corp.
UNCHANGED50050000%$184.2K$190.4K+$6.2K2026-10-20
Robinson Value Management, Ltd.
UNCHANGED50050000%$184.2K$190.4K+$6.2K2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED49349300%$181.6K$187.8K+$6.1K2026-10-23
Old Second National Bank of Aurora
UNCHANGED48948900%$180.1K$186.2K+$6.1K2026-10-22
Birch Capital Management, LLC
UNCHANGED48848800%$179.8K$185.9K+$6.1K2026-10-27
Key Capital Management, Inc
INCREASED486389+97+25%$143.3K$185.1K+$41.8K2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED47847800%$176.1K$182.0K+$6.0K2026-10-07
MidAtlantic Capital Management, Inc.
NEW468—+468——$178.2K—2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED468260+208+80%$95.8K$178.2K+$82.5K2026-11-06
Bullock Wealth Management Group
UNCHANGED46746700%$173.1K$178.7K+$5.7K2026-10-09
Concord Wealth Partners
DECREASED466567-101-18%$208.9K$177.5K-$31.5K2026-11-02
Mcdonald Partners LLC
DECREASED459536-77-14%$197.5K$174.8K-$22.6K2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED45845800%$168.8K$174.5K+$5.7K2026-11-03
Cedar Mountain Advisors, LLC
INCREASED456442+14+3%$162.8K$173.7K+$10.8K2026-10-15
MilWealth Group LLC
UNCHANGED45645600%$168.0K$173.7K+$5.7K2026-11-02
Bangor Savings Bank
UNCHANGED45145100%$166.1K$171.8K+$5.6K2026-10-06
Holos Integrated Wealth LLC
UNCHANGED45145100%$170.2K$171.2K+$9922026-10-23
Acropolis Investment Management, LLC
INCREASED450411+39+9%$151.4K$171.4K+$20.0K2026-10-08
Contravisory Investment Management, Inc.
DECREASED440590-150-25%$217.3K$167.6K-$49.8K2026-10-13
Lloyd Advisory Services, Llc.
INCREASED430396+34+9%$145.9K$163.8K+$17.9K2026-11-02
Tradewinds Capital Management, LLC
DECREASED430443-13-3%$163.2K$163.8K+$5692026-10-23
Zions Bancorporation, National Association
INCREASED429386+43+11%$142.2K$163.4K+$21.2K2026-11-06
Roxbury Financial LLC
DECREASED428432-4-1%$159.1K$163.0K+$3.9K2026-10-01
Howard Capital Management Group, LLC
UNCHANGED42242200%$155.5K$160.7K+$5.3K2026-10-16
Gilpin Wealth Management, LLC
DECREASED418431-13-3%$158.8K$159.2K+$4202026-10-09
Entrust Financial LLC
INCREASED405270+135+50%$99.5K$154.2K+$54.8K2026-11-04
High Point Wealth Management, LLC
INCREASED396386+10+3%$142.2K$150.8K+$8.6K2026-11-05
Polaris Financial Partners
NEW386—+386——$147—2026-10-02
Kentucky Trust Co
INCREASED365355+10+3%$130.8K$139.0K+$8.2K2026-10-15
Mosley Wealth Management
INCREASED362135+227+168%$49.7K$138.5K+$88.8K2026-10-16
Chung Wu Investment Group, LLC
UNCHANGED35835800%$131.9K$136.3K+$4.5K2026-11-03
Atwood & Palmer Inc
INCREASED357231+126+55%$85.1K$136.0K+$50.9K2026-10-08
Mascoma Wealth Management LLC
NEW354—+354——$134.8K—2026-10-23
Bell Investment Advisors, Inc
INCREASED345265+80+30%$97.6K$131.4K+$33.8K2026-10-29
Costello Asset Management, Inc
UNCHANGED33533500%$123.4K$127.6K+$4.2K2026-10-30
Summer Road LLC
UNCHANGED33433400%$123.0K$127.2K+$4.2K2026-11-05
Pioneer Family Office, LLC
UNCHANGED33333300%$122.7K$126.8K+$4.1K2026-10-30
IFS Advisors, LLC
INCREASED32816+312+1950%$5.9K$125.2K+$119.3K2026-10-14
Guardian Partners Inc.
INCREASED325250+75+30%$92.1K$123.8K+$31.7K2026-10-21
Community Financial Services Group, LLC
DECREASED316366-50-14%$135.6K$121.0K-$14.7K2026-10-15
Godsey & Gibb, Inc
UNCHANGED31431400%$115.7K$119.6K+$3.9K2026-10-14
Burkett Financial Services, LLC
DECREASED306356-50-14%$131.1K$116.5K-$14.6K2026-10-01
CGC Financial Services, LLC
UNCHANGED30630600%$112.7K$116.5K+$3.8K2026-10-13
Western Pacific Wealth Management, LP
UNCHANGED30030000%$110.5K$114.3K+$3.7K2026-10-16
Covestor Ltd
DECREASED297757-460-61%$279.0K$113-$278.9K2026-10-30
MJT & Associates Financial Advisory Group, Inc.
INCREASED289105+184+175%$38.7K$110.1K+$71.4K2026-10-07
Fortitude Family Office, LLC
INCREASED284109+175+161%$40.2K$108.2K+$68.0K2026-10-14
Brown, Lisle Ings, Inc.
INCREASED283279+4+1%$102.8K$107.8K+$5.0K2026-10-16
Advantage Trust Co
UNCHANGED27527500%$101.3K$104.7K+$3.4K2026-10-19
Sima Wealth Partners, LLC
UNCHANGED27327300%$100.6K$104.0K+$3.4K2026-10-19
Cdkv Holdings LLC
UNCHANGED26526500%$97.6K$100.9K+$3.3K2026-10-28
Pilgrim Partners Asia Pte Ltd
UNCHANGED26026000%$95.8K$99.0K+$3.2K2026-10-29
Next Level Wealth Planning, LLC
NEW258—+258——$98.3K—2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2571,925-1,668-87%$709.1K$97.9K-$611.3K2026-10-14
RMG Wealth Management LLC
UNCHANGED25625600%$103.7K$94.9K-$8.8K2026-10-26
James T. Borello RIA
UNCHANGED23923900%$88.0K$91.0K+$3.0K2026-10-16
RHL Group, LLC
INCREASED234131+103+79%$48.2K$89.1K+$40.8K2026-11-04
Pension & Wealth Management Advisors, Inc.
DECREASED229729-500-69%$268.6K$87.3K-$181.3K2026-10-16
MV Capital Management, Inc.
UNCHANGED22022000%$81.0K$83.8K+$2.7K2026-10-29
Reap Financial Group, LLC
UNCHANGED21821800%$80.3K$83.0K+$2.7K2026-11-02
Beacon Financial Strategies Corp
UNCHANGED21521500%$79.2K$81.9K+$2.7K2026-10-14
Friedenthal Financial
NEW213—+213——$81.1K—2026-10-27
Hager Investment Management Services, LLC
UNCHANGED21121100%$77.7K$80.4K+$2.6K2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED21121100%$77.7K$80.4K+$2.6K2026-10-09
True Wealth Design, LLC
UNCHANGED20920900%$77.0K$79.6K+$2.6K2026-10-13
Murphy & Mullick Capital Management Corp
INCREASED207167+40+24%$61.5K$78.8K+$17.3K2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED20520500%$75.5K$78.1K+$2.6K2026-10-28
Goodman Advisory Group, LLC
NEW200—+200——$76.2K—2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED19619600%$72.2K$74.6K+$2.4K2026-10-23
Luken Investment Analytics, LLC
DECREASED184205-21-10%$75.5K$70.1K-$5.4K2026-11-06
Burk Holdings LLC
UNCHANGED18218200%$67.0K$69.3K+$2.3K2026-11-05
Elevated Capital Advisors, LLC
DECREASED180192-12-6%$70.7K$68.6K-$2.2K2026-11-04
Piscataqua Savings Bank
UNCHANGED17217200%$63.4K$65.5K+$2.1K2026-10-21
Keystone Financial Group, Inc.
UNCHANGED15915900%$58.6K$60.6K+$2.0K2026-10-13
Nvest Wealth Strategies, Inc.
UNCHANGED15515500%$57.1K$59.0K+$1.9K2026-10-14
Aventus Investment Advisors, Inc.
DECREASED152153-1-1%$56.4K$57.9K+$1.5K2026-10-09
WPG Advisers, LLC
UNCHANGED15115100%$55.6K$57.5K+$1.9K2026-10-27
MB, Levis & Associates, LLC
UNCHANGED15015000%$55.3K$57.1K+$1.9K2026-10-16
Compagnie Lombard Odier SCmA
DECREASED140975-835-86%$359.2K$53.3K-$305.9K2026-11-04
Security National Bank
UNCHANGED13713700%$50.5K$52.2K+$1.7K2026-10-26
Southern Michigan Bank & Trust
UNCHANGED13313300%$49.0K$50.7K+$1.7K2026-10-19
4Thought Financial Group Inc.
INCREASED127125+2+2%$46.1K$48.4K+$2.2K2026-11-02
Ares Financial Consulting, LLC
UNCHANGED12012000%$44.2K$45.7K+$1.5K2026-10-19
First Premier Bank
UNCHANGED12012000%$44$46+$22026-10-13
IMG Wealth Management, Inc.
INCREASED11922+97+441%$8.1K$45.3K+$37.2K2026-10-27
DecisionPoint Financial, LLC
DECREASED117121-4-3%$44.8K$44.8K-$602026-10-27
Coston, McIsaac & Partners
UNCHANGED11311300%$41$43.0K+$43.0K2026-11-06
NBH Bank
UNCHANGED11211200%$41.3K$42.7K+$1.4K2026-11-05
West Financial Advisors, LLC
UNCHANGED11111100%$40.9K$42.3K+$1.4K2026-10-22
United Community Bank
DECREASED105111-6-5%$40.9K$40.0K-$9022026-10-28
Kingdom Financial Group Llc.
INCREASED10357+46+81%$21.0K$39.2K+$18.2K2026-11-04
Asset Management One Co., Ltd.
UNCHANGED10010000%$36.8K$38.1K+$1.2K2026-10-27
Bayban
UNCHANGED10010000%$36.8K$36.8K$02026-11-05
Legacies Wealth LLC
UNCHANGED10010000%$36.8K$38.1K+$1.2K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED939300%$34.3K$35.4K+$1.2K2026-10-23
Peterson Wealth Management
DECREASED90161-71-44%$59.3K$34.3K-$25.0K2026-11-06
Trust Co
DECREASED90140-50-36%$51.6K$34.3K-$17.3K2026-10-09
Investors Research Corp
INCREASED8782+5+6%$30.2K$33.1K+$2.9K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED878700%$32.0K$33.1K+$1.1K2026-10-28
Decker Retirement Planning Inc.
UNCHANGED868600%$31.7K$32.8K+$1.1K2026-10-19
Networth Advisors, LLC
UNCHANGED868600%$31.7K$32.8K+$1.1K2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED828200%$30.2K$31.2K+$1.0K2026-10-16
Sunrise Financial Services, LLC
UNCHANGED828200%$30.2K$31.2K+$1.0K2026-10-21
Ascentis Wealth Management, LLC
UNCHANGED818100%$29.8K$30.8K+$1.0K2026-11-03
Livelsberger Financial Advisory
NEW80—+80——$30.5K—2026-10-28
Downshift Financial, LLC
UNCHANGED808000%$29.5K$30.5K+$9972026-10-13
Wilkerson Advisory Group LLC
DECREASED7981-2-2%$29.8K$30.1K+$2472026-10-20
Thompson Investment Management, Inc.
UNCHANGED797900%$29.1K$30.1K+$9842026-10-14
Eukles Asset Management
UNCHANGED676700%$24.7K$25.5K+$8352026-11-04
Vermillion Wealth Management, Inc.
DECREASED66850-784-92%$313.1K$25.1K-$288.0K2026-10-26
PayPay Securities Corp
DECREASED6667-1-1%$24.7K$25.1K+$4542026-10-27
Pflug Koory, LLC
UNCHANGED656500%$23.9K$24.8K+$8102026-10-26
Gold Investment Management Ltd.
UNCHANGED606000%$22.1K$22.9K+$7512026-10-19
Addison Advisors LLC
UNCHANGED575700%$21.0K$21.7K+$7102026-11-06
Acima Private Wealth, LLC
UNCHANGED505000%$18.4K$19.0K+$6232026-10-05
Sfam, LLC
UNCHANGED505000%$18.4K$19.0K+$6232026-11-03
Davis Capital Management
INCREASED4534+11+32%$12.5K$17.1K+$4.6K2026-10-08
Central Pacific Bank - Trust Division
UNCHANGED393900%$14.4K$14.9K+$4862026-10-06
Lynch Investment Planning, LLC
NEW38—+38——$14.5K—2026-10-27
Valued Wealth Advisors LLC
UNCHANGED353500%$12.9K$13.3K+$4362026-11-05
Milestone Investment Advisors LLC
UNCHANGED323200%$11.8K$12.2K+$3982026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED242400%$9$9$02026-11-02
Heritage Family Offices, LLP
NEW23—+23——$8.8K—2026-11-02
UMB Private Wealth Management, LLC
NEW20—+20——$7.6K—2026-10-19
Midwest Capital Advisors, LLC
UNCHANGED202000%$7.4K$7.6K+$2492026-11-04
Inspire Investing, LLC
UNCHANGED181800%$6.6K$6.9K+$2242026-10-22
Dorato Capital Management
UNCHANGED171700%$6.4K$6.4K-$202026-10-08
Rothwell Investment Advisors, LLC
NEW16—+16——$6.1K—2026-11-06
Horizon Financial Services, LLC
NEW13—+13——$5.0K—2026-11-04
Country Trust Bank
UNCHANGED101000%$3.7K$3.8K+$1242026-10-30
Navigoe, LLC
UNCHANGED101000%$3$3$02026-11-04
Fairman Group, LLC
NEW8—+8——$3.0K—2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED5500%$1.8K$1.9K+$622026-10-23
Birch Financial Group, LLC
NEW4—+4——$1.5K—2026-10-27
Nova Financial LLC
NEW4—+4——$1.5K—2026-11-04
First Command Advisory Services, Inc.
DECREASED420-16-80%$7.4K$1.5K-$5.8K2026-11-05
Russell Investments Group, Ltd.
UNCHANGED3300%$1.1K$1.1K+$382026-11-06
Prudent Man Investment Management, Inc.
UNCHANGED1100%$397$381-$162026-11-03
Axxcess Wealth Management, LLC
CLOSED045,173-45,173-100%$16.6M$0-$16.6M2026-10-21
Scarborough Advisors, LLC
CLOSED030,844-30,844-100%$11.9M$0-$11.9M2026-10-16
Shade Tree Advisors LLC
CLOSED028,465-28,465-100%$10.5M$0-$10.5M2026-10-22
Yarbrough Capital, LLC
CLOSED022,747-22,747-100%$8.4M$0-$8.4M2026-10-19
Elite Wealth Management, Inc.
CLOSED020,951-20,951-100%$7.7M$0-$7.7M2026-11-03
Deutsche Bank Ag\
CLOSED09,889-9,889-100%$3.6M$0-$3.6M2026-11-06
PW Nova Financial Services LLC
CLOSED09,286-9,286-100%$3.4M$0-$3.4M2026-10-15
Patrick Mauro Investment Advisor, Inc.
CLOSED07,347-7,347-100%$2.7M$0-$2.7M2026-11-06
Wellington Shields Capital Management, LLC
CLOSED06,794-6,794-100%$2.5M$0-$2.5M2026-11-03
Valliance Asset Management Ltd
CLOSED03,840-3,840-100%$1.4M$0-$1.4M2026-10-23
Larry Mathis Financial Planning, LLC
CLOSED02,993-2,993-100%$1.1M$0-$1.1M2026-10-26
Tucker Asset Management LLC
CLOSED02,344-2,344-100%$863.5K$0-$863.5K2026-10-29
Brown Miller Wealth Management, LLC
CLOSED01,594-1,594-100%$587.2K$0-$587.2K2026-11-02
Kestra Investment Management, LLC
CLOSED01,269-1,269-100%$467.5K$0-$467.5K2026-11-04
Banyan Capital Management, Inc.
CLOSED01,250-1,250-100%$460.5K$0-$460.5K2026-11-05
Wellington Shields & Co., LLC
CLOSED01,249-1,249-100%$460.1K$0-$460.1K2026-11-03
Dmkc Advisory Services, LLC
CLOSED01,243-1,243-100%$457.9K$0-$457.9K2026-11-04
Provident Wealth Management, LLC
CLOSED01,192-1,192-100%$439.1K$0-$439.1K2026-10-20
Crown Wealth Group, LLC
CLOSED01,190-1,190-100%$438.4K$0-$438.4K2026-10-19
Private Capital Advisors, Inc.
CLOSED01,143-1,143-100%$421.1K$0-$421.1K2026-10-06
City Center Advisors, LLC
CLOSED01,141-1,141-100%$420.3K$0-$420.3K2026-10-08
Gallacher Capital Management LLC
CLOSED01,067-1,067-100%$393.0K$0-$393.0K2026-10-30
Keystone Global Partners, LLC
CLOSED0998-998-100%$367.6K$0-$367.6K2026-10-13
Roman Butler Fullerton & Co
CLOSED0947-947-100%$347.7K$0-$347.7K2026-10-27
Moneywise, Inc.
CLOSED0876-876-100%$322.7K$0-$322.7K2026-10-30
Davidson Investment Advisors
CLOSED0870-870-100%$320.5K$0-$320.5K2026-10-20
Pictet Bank & Trust Ltd
CLOSED0862-862-100%$316.3K$0-$316.3K2026-10-21
Strategic Equity Management
CLOSED0845-845-100%$311.3K$0-$311.3K2026-11-04
Mach-1 Financial Group, LLC
CLOSED0837-837-100%$308.3K$0-$308.3K2026-11-06
Gibson Capital, LLC
CLOSED0800-800-100%$294.7K$0-$294.7K2026-10-23
apricus wealth, LLC
CLOSED0771-771-100%$284.0K$0-$284.0K2026-10-26
KOM Wealth Management Group, LLC
CLOSED0721-721-100%$265.6K$0-$265.6K2026-10-15
Central Valley Advisors, LLC
CLOSED0696-696-100%$256.4K$0-$256.4K2026-10-27
Impact Investors, Inc
CLOSED0695-695-100%$256.0K$0-$256.0K2026-11-02
Sterling Capital Management LLC
CLOSED0675-675-100%$248.7K$0-$248.7K2026-10-22
Eagle Bay Advisors LLC
CLOSED0663-663-100%$244.2K$0-$244.2K2026-10-16
Members Wealth LLC
CLOSED0631-631-100%$232.6K$0-$232.6K2026-10-20
Crusonia Wealth Advisors LLC
CLOSED0618-618-100%$227.7K$0-$227.7K2026-10-26
Legacy Edge Advisors, LLC
CLOSED0618-618-100%$227.7K$0-$227.7K2026-11-06
LFG Wealth Partners, LLC
CLOSED0593-593-100%$218.4K$0-$218.4K2026-10-28
Sage Financial Management Group, Inc.
CLOSED0587-587-100%$216.2K$0-$216.2K2026-11-06
Sanchez Wealth Management Group
CLOSED0578-578-100%$212.9K$0-$212.9K2026-11-02
Axim Planning & Wealth
CLOSED0555-555-100%$204.5K$0-$204.5K2026-10-28
Ironsides Asset Advisors, LLC
CLOSED0550-550-100%$202.6K$0-$202.6K2026-10-20
Founders Capital Management
CLOSED0360-360-100%$132.6K$0-$132.6K2026-10-13
LifeSteps Financial, Inc.
CLOSED0303-303-100%$111.6K$0-$111.6K2026-10-15
Gill Capital Partners, LLC
CLOSED0217-217-100%$79.9K$0-$79.9K2026-10-13
Private Wealth Management Group, LLC
CLOSED0206-206-100%$75.9K$0-$75.9K2026-10-19
Blue Line Capital, LLC / IL
CLOSED0153-153-100%$56.4K$0-$56.4K2026-11-04
Point Nemo Capital, LLC
CLOSED0152-152-100%$56.0K$0-$56.0K2026-11-03
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED0100-100-100%$36.8K$0-$36.8K2026-10-13
Islay Capital Management, LLC
CLOSED0100-100-100%$36.8K$0-$36.8K2026-10-20
Bochk Asset Management Ltd
CLOSED090-90-100%$33.2K$0-$33.2K2026-10-29
Schuylkill Financial LLC
CLOSED032-32-100%$11.8K$0-$11.8K2026-10-21
Merrithew & Thorsten Inc
CLOSED031-31-100%$11$0-$112026-11-06
Obsidian CIO, LLC
CLOSED016-16-100%$5.9K$0-$5.9K2026-11-05
SBK Financial, Inc.
CLOSED012-12-100%$4.4K$0-$4.4K2026-11-02
NewSquare Capital LLC
CLOSED011-11-100%$4.1K$0-$4.1K2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$15.2M$15.2M+$4.4K2026-10-29
Bank of America Corp
N/A—11,018,304-11,018,304-100%$4.1B———
Morgan Stanley
N/A—10,752,962-10,752,962-100%$4.0B———
UBS Group AG
N/A—7,097,437-7,097,437-100%$2.6B———
Wells Fargo & Company
N/A—3,417,622-3,417,622-100%$1.3B———
BlackRock, Inc.
N/A—3,042,884-3,042,884-100%$1.1B———
First Eagle Investment Management, LLC
N/A—2,491,623-2,491,623-100%$917.9M———
Raymond James Financial Inc
N/A—2,392,048-2,392,048-100%$881.2M———
Royal Bank of Canada
N/A—2,171,042-2,171,042-100%$799.8M———
JPMorgan Chase & Co
N/A—1,967,394-1,967,394-100%$725.1M———
Goldman Sachs Group Inc
N/A—1,767,070-1,767,070-100%$651.0M———
Ameriprise Financial Inc
N/A—1,518,429-1,518,429-100%$562.0M———
HighTower Advisors, LLC
N/A—1,409,760-1,409,760-100%$519.3M———
Bank of Montreal
N/A—1,251,197-1,251,197-100%$460.9M———
Envestnet Asset Management Inc
N/A—1,169,683-1,169,683-100%$430.9M———
BNP Paribas Financial Markets
N/A—1,150,921-1,150,921-100%$424.0M———
Comprehensive Financial Management LLC
N/A—1,147,529-1,147,529-100%$422.7M———
Marino Management, LLC
N/A—1,106,395-1,106,395-100%$407.6M———
Rockefeller Capital Management L.P.
N/A—952,134-952,134-100%$350.7M———
Osaic Holdings, Inc.
N/A—883,441-883,441-100%$325.5M———
State Street Corp
N/A—828,685-828,685-100%$305.3M———
Cetera Investment Advisers
N/A—825,188-825,188-100%$304.0M———
Mizuho Bank, Ltd.
N/A—810,000-810,000-100%$298.4M———
Northern Trust Corp
N/A—786,926-786,926-100%$289.9M———
Allie Family Office LLC
N/A—717,179-717,179-100%$9.8M———
SG Americas Securities, LLC
N/A—694,893-694,893-100%$256.0M———
Bank of Korea
N/A—679,765-679,765-100%$250.4M———
Stifel Financial Corp
N/A—663,904-663,904-100%$244.6M———
Bracebridge Capital, LLC
N/A—633,450-633,450-100%$233.4M———
Starr Indemnity & Liability Co
N/A—618,995-618,995-100%$228.0M———
Sumitomo Mitsui Financial Group, Inc.
N/A—617,825-617,825-100%$227.6M———
Banco Santander, S.A.
N/A—595,810-595,810-100%$219.5M———
Orbis Allan Gray Ltd
N/A—499,941-499,941-100%$184.2M———
Northwestern Mutual Wealth Management Co
N/A—484,273-484,273-100%$178.4M———
Bleichroeder LP
N/A—475,000-475,000-100%$175.0M———
Sequoia Financial Advisors, LLC
N/A—456,249-456,249-100%$168.1M———
Focus Partners Wealth
N/A—431,530-431,530-100%$159.0M———
Virtu Financial LLC
N/A—431,046-431,046-100%$158.8M———
Cerity Partners LLC
N/A—423,832-423,832-100%$156.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—421,700-421,700-100%$155.3M———
Bradley Foster & Sargent Inc
N/A—404,242-404,242-100%$148.9M———
Proficio Capital Partners LLC
N/A—400,439-400,439-100%$147.5M———
MML Investors Services, LLC
N/A—377,545-377,545-100%$139.1M———
Cresset Asset Management, LLC
N/A—372,652-372,652-100%$137.3M———
Blair William & Co
N/A—362,632-362,632-100%$133.6M———
Steward Partners Investment Advisory, LLC
N/A—362,426-362,426-100%$133.5M———
Prudential PLC
N/A—360,731-360,731-100%$133.0M———
Mariner, LLC
N/A—354,993-354,993-100%$130.8M———
W1m Asset Management Ltd
N/A—351,835-351,835-100%$129.6M———
Susquehanna International Group, LLP
N/A—344,328-344,328-100%$126.8M———
CI Investments Inc.
N/A—336,283-336,283-100%$123.9M———
Quadrature Capital Ltd
N/A—335,242-335,242-100%$123.5M———
Jones Financial Companies Lllp
N/A—331,280-331,280-100%$123.8M———
Dynasty Wealth Management, LLC
N/A—327,060-327,060-100%$120.5M———
Stenham Asset Management Ltd
N/A—321,659-321,659-100%$118.5M———
NewEdge Advisors, LLC
N/A—279,250-279,250-100%$102.9M———
TD Asset Management Inc
N/A—269,104-269,104-100%$99.1M———
Cerity Partners Ocio LLC
N/A—268,796-268,796-100%$99.0M———
Janney Montgomery Scott LLC
N/A—267,785-267,785-100%$98.6M———
Tudor Investment Corp ET AL
N/A—263,073-263,073-100%$96.9M———
Erste Asset Management GmbH
N/A—262,000-262,000-100%$96.5M———
CIBC World Market Inc.
N/A—258,883-258,883-100%$95.4M———
C V Starr & Co Inc
N/A—251,400-251,400-100%$92.6M———
Baird Financial Group, Inc.
N/A—250,120-250,120-100%$92.1M———
Pinnacle Financial Partners, Inc.
N/A—250,022-250,022-100%$92.1M———
Vestmark Advisory Solutions, Inc.
N/A—248,442-248,442-100%$91.5M———
Brown Advisory Inc
N/A—240,262-240,262-100%$88.5M———
Private Advisor Group, LLC
N/A—237,481-237,481-100%$87.5M———
Captrust Financial Advisors
N/A—234,993-234,993-100%$86.6M———
Sanctuary Advisors, LLC
N/A—232,419-232,419-100%$85.6M———
Itau Unibanco Holding S.A.
N/A—223,736-223,736-100%$82.4M———
Texas Treasury Safekeeping Trust Co
N/A—209,009-209,009-100%$77.0M———
Bluespring Wealth Management, LLC
N/A—197,193-197,193-100%$72.6M———
Rock Creek Group LLC
N/A—193,685-193,685-100%$65.0M———
National Bank of Canada
N/A—193,409-193,409-100%$71.3M———
Equitable Holdings, Inc.
N/A—192,698-192,698-100%$71.0M———
FIL Ltd
N/A—187,919-187,919-100%$69.2M———
Glenmede Trust Co NA
N/A—187,232-187,232-100%$69.0M———
Rathbones Group PLC
N/A—186,651-186,651-100%$68.8M———
AlTi Global, Inc.
N/A—185,703-185,703-100%$68.4M———
Children's Medical Center Corp
N/A—185,220-185,220-100%$68.2M———
Peak6 LLC
N/A—176,820-176,820-100%$65.1M———
AQR Capital Management LLC
N/A—176,806-176,806-100%$65.1M———
Mercer Global Advisors Inc
N/A—174,567-174,567-100%$64.3M———
HSBC Holdings PLC
N/A—173,839-173,839-100%$64.2M———
Hancock Whitney Corp
N/A—169,864-169,864-100%$62.6M———
Foundations Investment Advisors, LLC
N/A—166,480-166,480-100%$61.3M———
Dimension Capital Management LLC
N/A—163,287-163,287-100%$60.2M———
Beacon Pointe Advisors, LLC
N/A—162,159-162,159-100%$59.7M———
Neuberger Berman Group LLC
N/A—153,281-153,281-100%$56.5M———
Spider Management Company, LLC
N/A—151,799-151,799-100%$55.9M———
&partners
N/A—144,903-144,903-100%$53.4M———
Rice Partnership, LLC
N/A—144,451-144,451-100%$53.2M———
Evelyn Partners Group Ltd
N/A—144,360-144,360-100%$53.2M———
Integrated Wealth Concepts LLC
N/A—142,511-142,511-100%$52.5M———
Insigneo Advisory Services, LLC
N/A—133,182-133,182-100%$49.1M———
Alamea Verwaltungs GmbH
N/A—131,069-131,069-100%$48.3M———
Bleakley Financial Group, LLC
N/A—127,520-127,520-100%$47.0M———
Envestnet Portfolio Solutions, Inc.
N/A—126,963-126,963-100%$46.8M———
Jane Street Group, LLC
N/A—125,742-125,742-100%$46.3M———
IEQ Capital, LLC
N/A—122,053-122,053-100%$45.0M———
Scotia Capital Inc.
N/A—120,727-120,727-100%$44.5M———
WS Management Lllp
N/A—120,678-120,678-100%$44.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—119,549-119,549-100%$44.2M———
M&T Bank Corp
N/A—117,681-117,681-100%$43.4M———
MAI Capital Management
N/A—117,674-117,674-100%$43.3M———
Curi Capital, LLC
N/A—114,940-114,940-100%$42.3M———
Renaissance Technologies LLC
N/A—113,040-113,040-100%$41.6M———
Wealthfront Advisers LLC
N/A—112,615-112,615-100%$41.5M———
Toronto Dominion Bank
N/A—111,093-111,093-100%$40.9M———
Lazard Asset Management LLC
N/A—110,075-110,075-100%$40.5M———
Capitolis Liquid Global Markets LLC
N/A—110,000-110,000-100%$40.5M———
Public Employees Retirement System of Ohio
N/A—108,800-108,800-100%$40.1M———
Daiichi Life Insurance Co., Ltd.
N/A—106,138-106,138-100%$39.1M———
Commerce Bank
N/A—103,498-103,498-100%$38.1M———
Pathstone Holdings, LLC
N/A—102,676-102,676-100%$37.8M———
LMR Partners LLP
N/A—101,308-101,308-100%$37.3M———
Federation des caisses Desjardins du Quebec
N/A—95,596-95,596-100%$35.2M———
Benjamin Edwards Inc
N/A—94,794-94,794-100%$34.9M———
Franklin Resources Inc
N/A—93,439-93,439-100%$34.4M———
Keel Point, LLC
N/A—92,078-92,078-100%$33.9M———
Independent Advisor Alliance
N/A—91,032-91,032-100%$33.5M———
Advisory Services Network, LLC
N/A—88,131-88,131-100%$32.5M———
Marex Group Ltd
N/A—86,897-86,897-100%$32.0M———
Oversea-Chinese Banking Corp Ltd
N/A—84,894-84,894-100%$31.3M———
DME Capital Management, LP
N/A—83,421-83,421-100%$30.7M———
Bank of Nova Scotia
N/A—83,037-83,037-100%$30.6M———
SCS Capital Management LLC
N/A—82,126-82,126-100%$30.3M———
GTS Securities LLC
N/A—81,942-81,942-100%$30.2M———
EP Wealth Advisors, LLC
N/A—80,827-80,827-100%$29.8M———
Wellington Management Group LLP
N/A—80,567-80,567-100%$29.7M———
S&CO Inc
N/A—80,565-80,565-100%$29.7M———
Essex Financial Services, Inc.
N/A—78,415-78,415-100%$28.9M———
Guggenheim Capital LLC
N/A—77,184-77,184-100%$28.4M———
Quantinno Capital Management LP
N/A—76,680-76,680-100%$28.2M———
CIBC Bancorp USA Inc.
N/A—74,013-74,013-100%$27.3M———
Victory Capital Management Inc
N/A—72,725-72,725-100%$26.8M———
Credit Agricole S A
N/A—72,463-72,463-100%$26.7M———
Harbour Investments, Inc.
N/A—71,824-71,824-100%$26.5M———
Hilltop Holdings Inc.
N/A—71,396-71,396-100%$26.3M———
Consolidated Portfolio Review Corp
N/A—71,225-71,225-100%$26.2M———
Pine Ridge Advisers LLC
N/A—71,225-71,225-100%$26.2M———
Stratos Wealth Partners, Ltd.
N/A—71,206-71,206-100%$26.2M———
Evercore Wealth Management, LLC
N/A—70,320-70,320-100%$25.9M———
Adapt Investment Managers SA
N/A—70,240-70,240-100%$25.9M———
Rothschild Capital Partners, LLC
N/A—70,179-70,179-100%$25.9M———
Alliancebernstein L.P.
N/A—68,940-68,940-100%$29.7M———
Twin Focus Capital Partners, LLC
N/A—67,991-67,991-100%$25.0M———
Hollencrest Capital Management
N/A—67,927-67,927-100%$25.0M———
EFG International AG
N/A—67,536-67,536-100%$24.9M———
Waverly Advisors, LLC
N/A—65,940-65,940-100%$24.3M———
Private Wealth Advisors, LLC
N/A—65,631-65,631-100%$24.2M———
Bulltick Wealth Management, LLC
N/A—63,893-63,893-100%$23.5M———
Wealthspire Advisors, LLC
N/A—63,818-63,818-100%$23.5M———
Omnia Family Wealth, LLC
N/A—63,271-63,271-100%$23.3M———
Arkos Global Advisors
N/A—63,245-63,245-100%$23.3M———
Arax Advisory Partners
N/A—63,213-63,213-100%$23.3M———
Shufro Rose & Co LLC
N/A—62,443-62,443-100%$23.0M———
OneDigital Investment Advisors LLC
N/A—62,125-62,125-100%$22.9M———
Summit Financial, LLC
N/A—61,895-61,895-100%$22.8M———
Sky-Mountain Capital Management, Inc.
N/A—61,851-61,851-100%$22.8M———
WNY Asset Management, LLC
N/A—61,454-61,454-100%$22.6M———
Ethos Financial Group, LLC
N/A—60,766-60,766-100%$22.4M———
Tocqueville Asset Management L.P.
N/A—60,088-60,088-100%$22.1M———
Harvard Management Co Inc
N/A—58,862-58,862-100%$21.7M———
Hudson Bay Capital Management LP
N/A—57,148-57,148-100%$21.1M———
Global Retirement Partners, LLC
N/A—56,799-56,799-100%$20.9M———
Impact Partnership Wealth, LLC
N/A—56,374-56,374-100%$20.8M———
Greenwich Wealth Management LLC
N/A—56,252-56,252-100%$20.7M———
Jump Financial, LLC
N/A—56,028-56,028-100%$20.6M———
Fidelis Capital Partners, LLC
N/A—55,979-55,979-100%$20.6M———
Knollwood Investment Advisory, LLC
N/A—55,631-55,631-100%$20.5M———
Schonfeld Strategic Advisors LLC
N/A—55,494-55,494-100%$20.4M———
Kingsview Wealth Management, LLC
N/A—54,020-54,020-100%$19.9M———
Centiva Capital, LP
N/A—53,789-53,789-100%$19.8M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—51,590-51,590-100%$19.0M———
Verition Fund Management LLC
N/A—51,206-51,206-100%$18.9M———
Western Wealth Management, LLC
N/A—50,906-50,906-100%$18.8M———
Snowden Capital Advisors LLC
N/A—50,899-50,899-100%$18.8M———
Intrinsic Edge Capital Management LLC
N/A—50,000-50,000-100%$18.4M———
Cobalt Capital Management, Inc.
N/A—50,000-50,000-100%$18.4M———
Manufacturers Life Insurance Company, the
N/A—49,226-49,226-100%$18.1M———
Measured Wealth Private Client Group, LLC
N/A—49,217-49,217-100%$18.1M———
BTG Pactual Asset Management US LLC
N/A—48,474-48,474-100%$17.9M———
AE Wealth Management LLC
N/A—48,392-48,392-100%$17.8M———
Composition Wealth, LLC
N/A—48,283-48,283-100%$17.8M———
Prelude Capital Management, LLC
N/A—47,951-47,951-100%$17.7M———
Marshall Investment Management, LLC
N/A—47,749-47,749-100%$17.6M———
Brown Brothers Harriman & Co
N/A—47,357-47,357-100%$17.4M———
Menlo Advisors LLC
N/A—47,353-47,353-100%$17.4M———
BBR Partners, LLC
N/A—45,943-45,943-100%$16.9M———
Arkadios Wealth Advisors
N/A—45,936-45,936-100%$16.9M———
Dakota Wealth Management
N/A—44,819-44,819-100%$16.5M———
FAS Wealth Partners, Inc.
N/A—44,313-44,313-100%$16.3M———
Fiduciary Trust Co
N/A—44,006-44,006-100%$16.2M———
Catawba River Capital
N/A—43,117-43,117-100%$15.9M———
Gladstone Institutional Advisory LLC
N/A—42,933-42,933-100%$15.8M———
Motco
N/A—42,644-42,644-100%$15.7M———
Palumbo Wealth Management LLC
N/A—42,380-42,380-100%$15.6M———
Ameritas Advisory Services, LLC
N/A—42,170-42,170-100%$15.5M———
Stratos Wealth Advisors, LLC
N/A—42,169-42,169-100%$15.5M———
Hamilton Wealth, LLC
N/A—42,160-42,160-100%$15.5M———
IHT Wealth Management, LLC
N/A—42,043-42,043-100%$15.5M———
Choate Investment Advisors
N/A—41,746-41,746-100%$15.4M———
Polymer Capital Management (US) LLC
N/A—40,000-40,000-100%$14.7M———
Intrepid Family Office LLC
N/A—40,000-40,000-100%$14.7M———
Harvest Investment Services, LLC
N/A—39,950-39,950-100%$14.7M———
Syon Capital LLC
N/A—39,808-39,808-100%$14.7M———
First Manhattan Co. Llc.
N/A—39,784-39,784-100%$14.7M———
FWL Investment Management, LLC
N/A—39,722-39,722-100%$14.6M———
Bessemer Group Inc
N/A—39,697-39,697-100%$14.6M———
Members Advisory Group LLC
N/A—39,549-39,549-100%$14.6M———
Edmond de Rothschild Holding S.A.
N/A—39,035-39,035-100%$14.4M———
Aspire Capital Advisors LLC
N/A—38,456-38,456-100%$14.2M———
Checchi Capital Advisers, LLC
N/A—38,373-38,373-100%$14.1M———
Fortis Capital Management LLC
N/A—38,367-38,367-100%$14.1M———
Arete Wealth Advisors, LLC
N/A—38,126-38,126-100%$14.0M———
Cadence Wealth Management LLC
N/A—38,072-38,072-100%$14.0M———
Ballentine Partners, LLC
N/A—38,048-38,048-100%$14.0M———
Gamco Investors, Inc. ET AL
N/A—37,411-37,411-100%$13.8M———
Jupiter Topco LLC
N/A—37,018-37,018-100%$13.6M———
Neumeier Poma Investment Counsel LLC
N/A—36,833-36,833-100%$13.6M———
Twin Tree Management, LP
N/A—35,664-35,664-100%$13.1M———
Belpointe Asset Management LLC
N/A—35,420-35,420-100%$13.0M———
Iconiq Capital, LLC
N/A—35,313-35,313-100%$13.0M———
Stock Yards Bank & Trust Co
N/A—35,038-35,038-100%$12.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—34,638-34,638-100%$12.8M———
Nwam LLC
N/A—34,546-34,546-100%$12.7M———
Mutual Advisors, LLC
N/A—34,376-34,376-100%$12.7M———
PFG Investments, LLC
N/A—33,960-33,960-100%$12.5M———
Circle Wealth Management, LLC
N/A—33,026-33,026-100%$12.2M———
Graybill Wealth Management, Ltd.
N/A—32,928-32,928-100%$12.1M———
Huntington National Bank
N/A—32,907-32,907-100%$12.1M———
NewEdge Wealth, LLC
N/A—32,672-32,672-100%$12.0M———
K2 Principal Fund, L.P.
N/A—32,180-32,180-100%$11.9M———
World Investment Advisors
N/A—32,128-32,128-100%$13.7M———
Flax Pond Capital, LLC
N/A—31,557-31,557-100%$11.6M———
FMR LLC
N/A—31,429-31,429-100%$11.6M———
Peapack Gladstone Financial Corp
N/A—31,156-31,156-100%$11.5M———
E Fund Management Co., Ltd.
N/A—31,018-31,018-100%$11.4M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—30,925-30,925-100%$11.4M———
Great Valley Advisor Group, Inc.
N/A—30,829-30,829-100%$11.4M———
Conservest Capital Advisors, Inc.
N/A—30,747-30,747-100%$11.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—30,400-30,400-100%$11.2M———
Senator Investment Group LP
N/A—30,000-30,000-100%$11.1M———
Granite Bay Wealth Management, LLC
N/A—29,899-29,899-100%$11.0M———
Strategic Investment Solutions, Inc.
N/A—29,850-29,850-100%$11.0M———
TCM Advisors, LLC
N/A—29,772-29,772-100%$11.0M———
1 North Wealth Services LLC
N/A—29,417-29,417-100%$10.8M———
Gotham Asset Management, LLC
N/A—29,320-29,320-100%$10.8M———
Quantum Capital Management, LLC / NJ
N/A—28,768-28,768-100%$10.6M———
Sharp Wealth Advisory, LLC
N/A—28,321-28,321-100%$10.4M———
HighPoint Advisor Group LLC
N/A—28,033-28,033-100%$10.3M———
Stephens Inc
N/A—28,013-28,013-100%$10.7M———
Stevens Capital Management LP
N/A—27,960-27,960-100%$10.3M———
RPg Family Wealth Advisory, LLC
N/A—27,915-27,915-100%$10.3M———
Cary Street Partners Financial LLC
N/A—27,744-27,744-100%$10.2M———
Kovack Advisors, Inc.
N/A—27,702-27,702-100%$10.2M———
Independent Family Office, LLC
N/A—27,650-27,650-100%$10.2M———
Nicholson Meyer Capital Management, Inc.
N/A—27,499-27,499-100%$10.1M———
Greykasell Wealth Strategies, Inc.
N/A—27,343-27,343-100%$10.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—27,236-27,236-100%$10.0M———
Boston Partners
N/A—27,101-27,101-100%$9.7M———
Harvest Fund Management Co., Ltd
N/A—26,941-26,941-100%$9.9M———
Trivium Point Advisory, LLC
N/A—26,769-26,769-100%$9.9M———
Ulysses Management LLC
N/A—26,500-26,500-100%$9.8M———
Whittier Trust Co
N/A—26,213-26,213-100%$10.0M———
Centaurus Financial, Inc.
N/A—26,104-26,104-100%$9.6M———
SageGuard Financial Group, LLC
N/A—25,826-25,826-100%$9.5M———
Pitcairn Wealth Advisors LLC
N/A—25,760-25,760-100%$9.5M———
SSA Swiss Advisors AG
N/A—25,372-25,372-100%$9.3M———
Aptus Capital Advisors, LLC
N/A—25,263-25,263-100%$9.3M———
Atlantic Union Bankshares Corp
N/A—25,125-25,125-100%$9.3M———
PCG Wealth Advisors, LLC
N/A—24,802-24,802-100%$9.1M———
Geneos Wealth Management Inc.
N/A—24,745-24,745-100%$9.1M———
Petra Financial Advisors Inc
N/A—24,679-24,679-100%$9.1M———
WCG Wealth Advisors LLC
N/A—23,930-23,930-100%$8.8M———
Principal Securities, Inc.
N/A—23,536-23,536-100%$8.7M———
CreativeOne Wealth, LLC
N/A—23,536-23,536-100%$8.7M———
49 Wealth Management, LLC
N/A—23,387-23,387-100%$8.6M———
Alongside, LLC
N/A—23,387-23,387-100%$8.6M———
Ingalls & Snyder LLC
N/A—22,928-22,928-100%$8.4M———
Johnson Investment Counsel Inc
N/A—22,861-22,861-100%$8.4M———
Marshall Wace, LLP
N/A—22,715-22,715-100%$8.4M———
Oxbow Advisors, LLC
N/A—22,614-22,614-100%$8.3M———
Savvy Advisors, Inc.
N/A—22,562-22,562-100%$8.3M———
Jaffetilchin Investment Partners, LLC
N/A—22,553-22,553-100%$8.3M———
United Capital Financial Advisors, LLC
N/A—22,431-22,431-100%$8.3M———
Headinvest, LLC
N/A—22,283-22,283-100%$8.2M———
Becker Capital Management Inc
N/A—22,212-22,212-100%$8.2M———
Muhlenkamp & Co Inc
N/A—22,068-22,068-100%$8.1M———
IFG Advisory, LLC
N/A—22,061-22,061-100%$8.1M———
Natixis Advisors, LLC
N/A—21,928-21,928-100%$8.1M———
OneAscent Financial Services LLC
N/A—21,816-21,816-100%$8.0M———
Brookwood Investment Group LLC
N/A—21,756-21,756-100%$8.0M———
Addison Capital Co
N/A—21,545-21,545-100%$7.9M———
LM Advisors LLC
N/A—21,243-21,243-100%$7.8M———
Rehmann Capital Advisory Group
N/A—21,175-21,175-100%$7.8M———
Transcend Capital Advisors, LLC
N/A—21,039-21,039-100%$7.8M———
National Philanthropic Trust
N/A—21,014-21,014-100%$7.7M———
Whittier Trust Co of Nevada Inc
N/A—20,920-20,920-100%$7.9M———
Carr Financial Group Corp
N/A—20,737-20,737-100%$7.6M———
Van Hulzen Asset Management, LLC
N/A—20,393-20,393-100%$7.5M———
Colonial Trust Advisors
N/A—20,360-20,360-100%$7.5M———
Freestone Capital Holdings, LLC
N/A—19,866-19,866-100%$7.3M———
Fairview Capital Investment Management, LLC
N/A—19,787-19,787-100%$7.3M———
Delos Wealth Advisors, LLC
N/A—19,728-19,728-100%$7.3M———
Advyzon Investment Management, LLC
N/A—19,662-19,662-100%$7.2M———
Ausdal Financial Partners, Inc.
N/A—19,564-19,564-100%$7.2M———
Callan Family Office, LLC
N/A—19,564-19,564-100%$7.2M———
Sequent Planning LLC
N/A—19,276-19,276-100%$7.1M———
Alaethes Wealth, LLC
N/A—19,249-19,249-100%$7.1M———
Phoenix Financial Ltd.
N/A—19,231-19,231-100%$7.1M———
Mayflower Financial Advisors, LLC
N/A—19,192-19,192-100%$7.1M———
Marathon Trading Investment Management LLC
N/A—19,055-19,055-100%$7.0M———
Modern Wealth Management, LLC
N/A—18,931-18,931-100%$7.0M———
Prostatis Group LLC
N/A—18,784-18,784-100%$6.9M———
Prosperity Consulting Group, LLC
N/A—18,663-18,663-100%$6.9M———
Smart Money Group LLC
N/A—18,440-18,440-100%$6.8M———
Xcelsior Advisor Partners LLC
N/A—17,845-17,845-100%$6.6M———
Red Door Wealth Management, LLC
N/A—17,806-17,806-100%$6.6M———
Zacks Investment Management
N/A—17,783-17,783-100%$6.6M———
Estate Counselors, LLC
N/A—17,593-17,593-100%$6.5M———
Cavalier Investments, LLC
N/A—17,482-17,482-100%$6.4M———
Sound View Wealth Advisors Group, LLC
N/A—17,462-17,462-100%$6.4M———
Cape COD Five Cents Savings Bank
N/A—17,168-17,168-100%$6.3M———
Silver OAK Securities, Incorporated
N/A—17,152-17,152-100%$6.3M———
1ST Source Bank
N/A—17,125-17,125-100%$6.3M———
Regal Investment Advisors LLC
N/A—17,123-17,123-100%$6.3M———
Texas Yale Capital Corp.
N/A—17,086-17,086-100%$6.3M———
University of Illinois Foundation
N/A—17,035-17,035-100%$6.3M———
Coastal Bridge Advisors, LLC
N/A—17,016-17,016-100%$6.3M———
BFC Planning, Inc.
N/A—16,892-16,892-100%$6.2M———
Kiley Juergens Wealth Management, LLC
N/A—16,849-16,849-100%$6.2M———
WJ Financial Advisors LLC
N/A—16,826-16,826-100%$6.2M———
Jain Global LLC
N/A—16,780-16,780-100%$6.2M———
Resolute Wealth Strategies, LLC
N/A—16,723-16,723-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—16,608-16,608-100%$6.1M———
One Capital Management, LLC
N/A—16,542-16,542-100%$7.1M———
Cumberland Partners Ltd
N/A—16,304-16,304-100%$6.0M———
AdvisorShares Investments LLC
N/A—16,086-16,086-100%$5.9M———
Theory Financial LLC
N/A—16,041-16,041-100%$5.9M———
Wealth Management Associates, Inc.
N/A—16,015-16,015-100%$5.9M———
Fortress Private Ledger, LLC
N/A—15,861-15,861-100%$5.8M———
Strategic Wealth Partners, Ltd.
N/A—15,859-15,859-100%$5.8M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—15,750-15,750-100%$5.8M———
Betterment LLC
N/A—15,727-15,727-100%$5.8M———
North Star Asset Management Inc
N/A—15,709-15,709-100%$5.8M———
Campbell Capital Management Inc
N/A—15,675-15,675-100%$5.8M———
Capital Group Private Client Services, Inc.
N/A—15,374-15,374-100%$5.7M———
Marco Investment Management LLC
N/A—15,346-15,346-100%$5.7M———
Peregrine Asset Advisers, Inc.
N/A—15,276-15,276-100%$5.6M———
Pine Valley Investments Ltd Liability Co
N/A—15,253-15,253-100%$5.6M———
First Trust Bank, Ltd.
N/A—15,208-15,208-100%$5.6M———
Pointe Capital Management LLC
N/A—14,952-14,952-100%$5.5M———
Bienville Capital Management, LLC
N/A—14,826-14,826-100%$5.5M———
Gateway Wealth Partners, LLC
N/A—14,554-14,554-100%$5.4M———
Maridea Wealth Management LLC
N/A—14,476-14,476-100%$5.3M———
Oppenheimer & Close, LLC
N/A—14,317-14,317-100%$5.3M———
Clare Market Investments LLC
N/A—14,310-14,310-100%$5.3M———
Norris Financial Group, LLC
N/A—14,306-14,306-100%$5.3M———
Smith, Moore & Co.
N/A—14,268-14,268-100%$5.3M———
Argent Trust Co
N/A—14,212-14,212-100%$5.2M———
Concentrum Wealth Management
N/A—14,050-14,050-100%$5.2M———
Seaview Investment Managers LLC
N/A—13,911-13,911-100%$5.1M———
White Pine Capital LLC
N/A—13,821-13,821-100%$5.1M———
Quent Capital, LLC
N/A—13,808-13,808-100%$5.1M———
Orion Porfolio Solutions, LLC
N/A—13,726-13,726-100%$5.1M———
GQG Partners LLC
N/A—13,626-13,626-100%$5.0M———
Castleark Management LLC
N/A—13,575-13,575-100%$5.0M———
BOK Financial Private Wealth, Inc.
N/A—13,563-13,563-100%$5.0M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—13,500-13,500-100%$5.0M———
Coldstream Capital Management Inc
N/A—13,416-13,416-100%$4.9M———
Cloverfields Capital Group, LP
N/A—13,311-13,311-100%$4.9M———
Milford Funds LTD
N/A—13,231-13,231-100%$4.9M———
O'shaughnessy Asset Management, LLC
N/A—13,214-13,214-100%$4.9M———
Bellwether Advisors, LLC
N/A—13,114-13,114-100%$4.8M———
Better Way Financial, LLC
N/A—13,013-13,013-100%$4.8M———
Banque Cantonale Vaudoise
N/A—12,943-12,943-100%$4.8M———
Bramshill Investments, LLC
N/A—12,842-12,842-100%$4.7M———
Gould Capital, LLC
N/A—12,767-12,767-100%$4.7M———
Nvest Financial, LLC
N/A—12,670-12,670-100%$4.7M———
Millennium Management LLC
N/A—12,532-12,532-100%$4.6M———
Summit Trail Advisors, LLC
N/A—12,506-12,506-100%$4.6M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—12,367-12,367-100%$4.6M———
Partners Capital Investment Group, LLP
N/A—12,310-12,310-100%$4.5M———
FreeGulliver LLC
N/A—12,157-12,157-100%$4.5M———
Ciovacco Capital Management LLC
N/A—12,151-12,151-100%$4.5M———
Advance Capital Management, Inc.
N/A—12,112-12,112-100%$4.5M———
Two Sigma Securities, LLC
N/A—12,063-12,063-100%$4.4M———
Emmett Investment Management, LP
N/A—12,055-12,055-100%$4.5M———
Copia Wealth Management
N/A—12,030-12,030-100%$4.4M———
Fortis Capital Advisors, LLC
N/A—11,981-11,981-100%$4.4M———
Ancora Advisors LLCA
N/A—11,759-11,759-100%$4.3M———
West Michigan Advisors, LLC
N/A—11,669-11,669-100%$4.3M———
Luxor Capital Group, LP
N/A—11,500-11,500-100%$4.2M———
Capital Markets Trading UK LLP
N/A—11,441-11,441-100%$4.2M———
Avalon Trust Co
N/A—11,419-11,419-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—11,413-11,413-100%$4.2M———
Lifeworks Advisors, LLC
N/A—11,408-11,408-100%$4.2M———
Beck Mack & Oliver LLC
N/A—11,315-11,315-100%$4.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—11,261-11,261-100%$4.1M———
Cofg Advisors, LLC
N/A—11,031-11,031-100%$4.1M———
Expressive Wealth LLC
N/A—11,004-11,004-100%$4.1M———
Chatterton & Associates Inc.
N/A—10,963-10,963-100%$4.1M———
JTC Employer Solutions Trustee Ltd
N/A—10,953-10,953-100%$4.0M———
Charter Research & Investment Group, Inc.
N/A—10,950-10,950-100%$4.0M———
Summit Wealth Partners, LLC
N/A—10,725-10,725-100%$4.0M———
44 Wealth Management LLC
N/A—10,675-10,675-100%$3.9M———
Mainstay Capital Management LLC
N/A—10,638-10,638-100%$3.9M———
Cannell & Spears LLC
N/A—10,634-10,634-100%$3.9M———
Dorsey Wright & Associates
N/A—10,616-10,616-100%$3.9M———
Alexander Labrunerie & Co., Inc.
N/A—10,528-10,528-100%$3.9M———
Tidal Investments LLC
N/A—10,458-10,458-100%$3.9M———
Financial Engines Advisors L.L.C.
N/A—10,369-10,369-100%$3.8M———
Tandem Financial, LLC
N/A—10,175-10,175-100%$3.7M———
IMA Advisory Services, Inc.
N/A—10,159-10,159-100%$3.7M———
Flputnam Investment Management Co
N/A—10,107-10,107-100%$3.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—10,063-10,063-100%$3.7M———
Mosaic Family Wealth Partners, LLC
N/A—10,037-10,037-100%$3.7M———
Catalyst Funds Management Pty Ltd
N/A—10,000-10,000-100%$3.7M———
Sfmg, LLC
N/A—9,916-9,916-100%$3.7M———
GWN Securities Inc.
N/A—9,802-9,802-100%$3.6M———
Westbourne Investments, Inc.
N/A—9,771-9,771-100%$3.6M———
Pure Financial Advisors, LLC
N/A—9,708-9,708-100%$3.6M———
Morse Asset Management, Inc
N/A—9,698-9,698-100%$3.6M———
SEI Investments Co
N/A—9,660-9,660-100%$3.6M———
RWA Wealth Partners, LLC
N/A—9,644-9,644-100%$3.6M———
Forum Finance Group S.A.
N/A—9,551-9,551-100%$2.8K———
Palisades Hudson Asset Management, L.P.
N/A—9,545-9,545-100%$3.5M———
Capital Advisor Network LLC
N/A—9,541-9,541-100%$3.5M———
Two Sigma Investments, LP
N/A—9,455-9,455-100%$3.5M———
Capital Wealth Planning, LLC
N/A—9,436-9,436-100%$3.5M———
Fox Hill Wealth Management
N/A—9,415-9,415-100%$3.5M———
Westfuller Advisors, LLC
N/A—9,354-9,354-100%$3.4M———
Main Street Financial Solutions, LLC
N/A—9,350-9,350-100%$3.4M———
Biondo Investment Advisors, LLC
N/A—9,275-9,275-100%$3.4M———
Financial Plan, Inc.
N/A—9,258-9,258-100%$3.4M———
Akuna Securities LLC
N/A—9,250-9,250-100%$3.4M———
Brendel Financial Advisors LLC
N/A—9,102-9,102-100%$3.4M———
Wealthspire Retirement, LLC
N/A—9,096-9,096-100%$3.4M———
Mizuho Markets Cayman LP
N/A—8,981-8,981-100%$3.3M———
Klcm Advisors, Inc.
N/A—8,939-8,939-100%$3.3M———
Loomis Sayles & Co L P
N/A—8,915-8,915-100%$3.3M———
Thoroughbred Financial Services, LLC
N/A—8,847-8,847-100%$3.3M———
Centric Wealth Management
N/A—8,800-8,800-100%$3.6M———
Bridgewater Advisors Inc.
N/A—8,791-8,791-100%$3.3M———
Marble Wealth, LLC
N/A—8,732-8,732-100%$3.2M———
Broyhill Asset Management, LLC
N/A—8,655-8,655-100%$3.2M———
Centennial Bank
N/A—8,565-8,565-100%$3.2M———
Haverford Trust Co
N/A—8,557-8,557-100%$3.2M———
Empirical Asset Management, LLC
N/A—8,318-8,318-100%$3.1M———
DRW Securities, LLC
N/A—8,289-8,289-100%$3.1M———
Maxele Advisors, LLC
N/A—8,248-8,248-100%$3.0M———
Mission Creek Capital Partners, Inc.
N/A—8,228-8,228-100%$3.0M———
Highland Investment Advisors LLC
N/A—8,226-8,226-100%$3.0M———
Continuum Advisory, LLC
N/A—8,209-8,209-100%$3.0M———
Fullerton Fund Management Co Ltd.
N/A—8,203-8,203-100%$3.0M———
Strategic Financial Services, Inc.
N/A—8,164-8,164-100%$3.0M———
Permanent Capital Management, LP
N/A—8,157-8,157-100%$3.0M———
Empower Advisory Group, LLC
N/A—8,029-8,029-100%$3.0M———
Wealthedge Investment Advisors, LLC
N/A—7,991-7,991-100%$2.9M———
MRP Capital Investments, LLC
N/A—7,963-7,963-100%$2.9M———
Titan Global Capital Management USA LLC
N/A—7,921-7,921-100%$2.9M———
Perennial Investment Advisors, LLC
N/A—7,920-7,920-100%$2.9M———
Mirabella Financial Services LLP
N/A—7,795-7,795-100%$2.9M———
Orographic Financial Advisors, LLC
N/A—7,673-7,673-100%$3.1K———
Nelson Capital Management, LLC
N/A—7,658-7,658-100%$2.8M———
Roundview Capital LLC
N/A—7,637-7,637-100%$2.8M———
Keebeck Wealth Management
N/A—7,629-7,629-100%$2.8M———
Tyche Wealth Partners LLC
N/A—7,575-7,575-100%$2.8M———
Madison Wealth Partners, Inc
N/A—7,570-7,570-100%$2.8M———
DV Trading LLC
N/A—7,542-7,542-100%$2.8M———
SlateStone Wealth, LLC
N/A—7,490-7,490-100%$2.8M———
1832 Asset Management L.P.
N/A—7,473-7,473-100%$2.8M———
Peak Planning Group, LLC
N/A—7,438-7,438-100%$2.7M———
Schnieders Capital Management, Llc.
N/A—7,435-7,435-100%$2.7M———
Rothschild Wealth LLC
N/A—7,428-7,428-100%$2.7M———
ArchPoint Investors
N/A—7,362-7,362-100%$2.7M———
Liberty Wealth Management LLC
N/A—7,302-7,302-100%$3.1M———
Bravera Wealth
N/A—7,226-7,226-100%$2.7M———
NorthRock Partners, LLC
N/A—7,077-7,077-100%$2.6M———
Florida Financial Advisors, LLC
N/A—7,021-7,021-100%$2.6M———
Balanced Wealth Group LLC
N/A—7,011-7,011-100%$2.6M———
CCG Wealth Management, LLC
N/A—6,983-6,983-100%$2.6M———
Olde Wealth Management, LLC
N/A—6,919-6,919-100%$2.5M———
Sovereign Financial Group, Inc.
N/A—6,885-6,885-100%$2.5M———
Hansen & Associates Financial Group, Inc.
N/A—6,852-6,852-100%$2.6M———
Tiemann Investment Advisors, LLC
N/A—6,812-6,812-100%$2.5M———
PMV Capital Advisers, LLC
N/A—6,803-6,803-100%$2.5M———
King Wealth Management Group
N/A—6,728-6,728-100%$2.5M———
Spahn Wealth & Retirement LLC
N/A—6,725-6,725-100%$2.5M———
CIM, LLC
N/A—6,636-6,636-100%$2.4M———
NorthCoast Asset Management LLC
N/A—6,603-6,603-100%$2.4M———
Modus Advisors, LLC
N/A—6,601-6,601-100%$2.4M———
Private Harbour Investment Management & Counsel, LLC
N/A—6,573-6,573-100%$2.4M———
Mason & Associates Inc
N/A—6,567-6,567-100%$2.4M———
Pacific Point Advisors, LLC
N/A—6,516-6,516-100%$2.4M———
Holowesko Partners Ltd.
N/A—6,500-6,500-100%$2.4M———
Innovative Asset Advisors Group, LLC
N/A—6,419-6,419-100%$2.4M———
Calton & Associates, Inc.
N/A—6,393-6,393-100%$2.4M———
Disciplined Investors, L.L.C.
N/A—6,378-6,378-100%$2.3M———
Leavell Investment Management, Inc.
N/A—6,348-6,348-100%$2.3M———
WorthPointe, LLC
N/A—6,320-6,320-100%$2.3M———
Intellectus Partners, LLC
N/A—6,278-6,278-100%$2.3M———
HM Payson & Co
N/A—6,233-6,233-100%$2.3M———
SkyView Investment Advisors, LLC
N/A—6,170-6,170-100%$2.3M———
Kerrisdale Advisers, LLC
N/A—5,950-5,950-100%$2.2M———
O'rourke & Company, Inc
N/A—5,929-5,929-100%$2.2M———
Mmbg Investment Advisors Co.
N/A—5,815-5,815-100%$2.1M———
Pallas Capital Advisors LLC
N/A—5,731-5,731-100%$2.1M———
Advisors Capital Management, LLC
N/A—5,715-5,715-100%$2.1M———
PIN OAK Investment Advisors Inc
N/A—5,696-5,696-100%$2.1M———
Doheny Asset Management
N/A—5,670-5,670-100%$2.1M———
VeraBank, N.A.
N/A—5,662-5,662-100%$2.1M———
Laffer Tengler Investments, Inc.
N/A—5,600-5,600-100%$2.1M———
III Capital Management
N/A—5,566-5,566-100%$2.1M———
Delta Investment Management, LLC
N/A—5,530-5,530-100%$2.0M———
Aberdeen Wealth Management LLC
N/A—5,502-5,502-100%$2.0M———
Bluefin Capital Management, LLC
N/A—5,500-5,500-100%$2.0M———
Canal Capital Management, LLC
N/A—5,485-5,485-100%$2.0M———
Markin Asset Management, LP
N/A—5,476-5,476-100%$2.0M———
Lansing Street Advisors
N/A—5,400-5,400-100%$2.0M———
Meridian Wealth Advisors, LLC
N/A—5,391-5,391-100%$2.0M———
Kirtland Hills Capital Management, LLC
N/A—5,334-5,334-100%$2.0M———
Douglass Winthrop Advisors, LLC
N/A—5,321-5,321-100%$2.0M———
DeepCurrents Investment Group LLC
N/A—5,309-5,309-100%$2.0M———
Genesis Wealth Advisors, LLC
N/A—5,308-5,308-100%$2.0M———
WealthShield Partners, LLC
N/A—5,268-5,268-100%$1.9M———
Stonebridge Financial Group, LLC
N/A—5,263-5,263-100%$1.9M———
Crewe Advisors LLC
N/A—5,248-5,248-100%$1.9M———
Alteri Wealth LLC
N/A—5,219-5,219-100%$1.9M———
Chesapeake Asset Management LLC
N/A—5,182-5,182-100%$828.5K———
Seeds Investor LLC
N/A—5,174-5,174-100%$1.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,160-5,160-100%$1.9M———
Bogart Wealth, LLC
N/A—5,123-5,123-100%$1.9M———
Hodges Capital Management Inc.
N/A—5,120-5,120-100%$1.9M———
Blueshift Asset Management, LLC
N/A—5,104-5,104-100%$1.9M———
Wealthgarden F.S. LLC
N/A—5,086-5,086-100%$1.9M———
Invst, LLC
N/A—5,072-5,072-100%$1.9M———
Greenline Partners, LLC
N/A—5,049-5,049-100%$1.9M———
ION Fund Management Ltd
N/A—5,045-5,045-100%$1.9M———
Clear Street Group Inc.
N/A—5,035-5,035-100%$1.9M———
Kera Capital Partners, Inc.
N/A—5,033-5,033-100%$1.9M———
NWI Management LP
N/A—5,000-5,000-100%$1.8M———
Colonial Trust Co / SC
N/A—4,986-4,986-100%$1.8M———
Cozad Asset Management Inc
N/A—4,983-4,983-100%$1.8M———
Keystone Financial Group
N/A—4,952-4,952-100%$1.8M———
Inspire Advisors, LLC
N/A—4,951-4,951-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—4,937-4,937-100%$1.8M———
Cascade Financial Partners, LLC
N/A—4,936-4,936-100%$1.8M———
Premier Financial Group
N/A—4,903-4,903-100%$1.8M———
All Terrain Financial Advisors, LLC
N/A—4,878-4,878-100%$1.8M———
Lcnb Corp
N/A—4,877-4,877-100%$1.8M———
Cedarwood Wealth LLC
N/A—4,862-4,862-100%$1.8M———
Viawealth, LLC
N/A—4,783-4,783-100%$1.8M———
Southeast Asset Advisors, LLC
N/A—4,761-4,761-100%$1.8M———
Beto Financial Group, LLC
N/A—4,715-4,715-100%$1.7M———
Garden State Investment Advisory Services LLC
N/A—4,599-4,599-100%$1.7M———
Arrowroot Family Office, LLC
N/A—4,595-4,595-100%$1.7M———
URS Advisory LLC
N/A—4,575-4,575-100%$1.7M———
Broadleaf Partners, LLC
N/A—4,529-4,529-100%$1.7M———
Simmons Bank
N/A—4,502-4,502-100%$1.7M———
Beaird Harris Wealth Management, LLC
N/A—4,422-4,422-100%$1.6M———
Capital Advisors Inc
N/A—4,390-4,390-100%$1.6M———
Tradewinds, Llc.
N/A—4,365-4,365-100%$2.1M———
Whalerock Point Partners, LLC
N/A—4,340-4,340-100%$1.6M———
DiPaolo Financial Group, Inc.
N/A—4,332-4,332-100%$1.6M———
Bartlett & Co. Wealth Management LLC
N/A—4,331-4,331-100%$1.6M———
Fund Advisors of America Inc
N/A—4,323-4,323-100%$1.6M———
Copley Financial Group, Inc.
N/A—4,281-4,281-100%$1.6M———
Wimmer Associates 1, LLC
N/A—4,245-4,245-100%$1.6M———
Fourth Dimension Wealth, LLC
N/A—4,226-4,226-100%$1.6M———
SHP Wealth Management
N/A—4,226-4,226-100%$1.6M———
Nicholson Wealth Management Group, LLC
N/A—4,182-4,182-100%$1.5M———
Houlihan Financial Resource Group, Ltd.
N/A—4,175-4,175-100%$1.5M———
PlanVest Financial, Inc
N/A—4,166-4,166-100%$1.5M———
Marnell Management LLC
N/A—4,121-4,121-100%$1.5M———
Access Financial Services, Inc.
N/A—4,065-4,065-100%$1.5M———
RIK Saylor Financial, Inc.
N/A—4,060-4,060-100%$1.5M———
Chevy Chase Trust Holdings, LLC
N/A—4,041-4,041-100%$1.5M———
Spinnaker Trust
N/A—3,957-3,957-100%$1.5M———
Navellier & Associates Inc
N/A—3,954-3,954-100%$1.5M———
Waterloo Capital, L.P.
N/A—3,940-3,940-100%$1.5M———
First National Bank of Omaha
N/A—3,914-3,914-100%$1.4M———
Legacy Financial Advisors, Inc.
N/A—3,906-3,906-100%$1.4M———
N.E.W. Advisory Services LLC
N/A—3,906-3,906-100%$1.4M———
Giverny Capital Inc.
N/A—3,876-3,876-100%$25.0M———
Wealth Advisors of Iowa, LLC
N/A—3,873-3,873-100%$1.4M———
Investment Counsel Co of Nevada
N/A—3,859-3,859-100%$1.4M———
Game Creek Capital, LP
N/A—3,850-3,850-100%$1.4M———
Venturi Wealth Management, LLC
N/A—3,798-3,798-100%$1.4M———
Stelac Advisory Services LLC
N/A—3,796-3,796-100%$1.4M———
Fairfield, Bush & Co.
N/A—3,783-3,783-100%$1.4M———
D L Carlson Investment Group Inc
N/A—3,779-3,779-100%$1.4M———
Private Wealth Asset Management, LLC
N/A—3,758-3,758-100%$1.4M———
Berger Financial Group, Inc
N/A—3,740-3,740-100%$1.4M———
Benson Wealth Management Inc
N/A—3,706-3,706-100%$1.4M———
Retirement Income Solutions, Inc
N/A—3,698-3,698-100%$1.6M———
Cascades Capital Asset Management, LLC
N/A—3,678-3,678-100%$1.4M———
CapitalatWork S.A.
N/A—3,674-3,674-100%$1.4M———
Rothschild Investment LLC
N/A—3,672-3,672-100%$1.4M———
One Wealth Advisors, LLC
N/A—3,669-3,669-100%$1.4M———
Horizon Kinetics Asset Management LLC
N/A—3,650-3,650-100%$1.3M———
Corsair Capital Management, L.P.
N/A—3,640-3,640-100%$1.3M———
First American Trust, FSB
N/A—3,613-3,613-100%$1.3M———
Chico Wealth RIA
N/A—3,601-3,601-100%$1.3M———
Glen Eagle Advisors, LLC
N/A—3,578-3,578-100%$1.3M———
TRB Wealth Management, LLC
N/A—3,567-3,567-100%$1.3M———
Advisors Preferred, LLC
N/A—3,546-3,546-100%$1.3M———
Tradition Wealth Management, LLC
N/A—3,543-3,543-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,543-3,543-100%$1.3M———
Mairs & Power Inc
N/A—3,515-3,515-100%$1.3M———
Thomasville National Bank
N/A—3,505-3,505-100%$1.3M———
Oder Investment Management, LLC
N/A—3,476-3,476-100%$1.3M———
Ehrenkranz Partners L.P.
N/A—3,455-3,455-100%$1.3M———
Alta Wealth Advisors LLC
N/A—3,450-3,450-100%$1.3M———
Volterra Technologies LP
N/A—3,440-3,440-100%$1.3M———
Aventura Private Wealth, LLC
N/A—3,390-3,390-100%$1.2M———
Pinnacle Family Advisors, LLC
N/A—3,377-3,377-100%$1.2M———
Black Swift Group, LLC
N/A—3,350-3,350-100%$1.2M———
Sprott Inc.
N/A—3,345-3,345-100%$1.2M———
Cercano Management LLC
N/A—3,341-3,341-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—3,340-3,340-100%$1.2M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,335-3,335-100%$1.2M———
Dunhill Financial, LLC
N/A—3,320-3,320-100%$1.2M———
Azimuth Capital Investment Management LLC
N/A—3,320-3,320-100%$1.2M———
RB Capital Management, LLC
N/A—3,303-3,303-100%$1.2M———
Flow Traders U.S. LLC
N/A—3,302-3,302-100%$1.2M———
Founders Financial Alliance, LLC
N/A—3,301-3,301-100%$1.2M———
Winmill & Co. Inc
N/A—3,290-3,290-100%$1.2M———
Smartleaf Asset Management LLC
N/A—3,289-3,289-100%$1.2M———
Zuckerman Investment Group, LLC
N/A—3,266-3,266-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—3,254-3,254-100%$1.2M———
Troutman Wealth Management, LLC
N/A—3,253-3,253-100%$1.2M———
First Foundation Advisors
N/A—3,247-3,247-100%$1.2M———
Donaldson Capital Management, LLC
N/A—3,221-3,221-100%$1.2M———
VestGen Investment Management
N/A—3,219-3,219-100%$1.2M———
Members Trust Co
N/A—3,180-3,180-100%$1.2M———
Amara Financial, Llc.
N/A—3,178-3,178-100%$1.2M———
BSW Wealth Partners
N/A—3,174-3,174-100%$1.2M———
Sand Hill Global Advisors, LLC
N/A—3,114-3,114-100%$1.1M———
Wescap Management Group, Inc.
N/A—3,100-3,100-100%$1.1M———
Pettyjohn, Wood & White, Inc
N/A—3,085-3,085-100%$1.1M———
One Charles Private Wealth Services, LLC
N/A—3,069-3,069-100%$1.1M———
Vertex Planning Partners, LLC
N/A—3,065-3,065-100%$1.1M———
Lumbard & Kellner, LLC
N/A—3,062-3,062-100%$1.1M———
Valley Financial Group, Inc.
N/A—3,041-3,041-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—3,038-3,038-100%$1.1M———
Strategies Wealth Advisors, LLC
N/A—3,018-3,018-100%$1.1M———
First Commonwealth Financial Corp
N/A—3,002-3,002-100%$1.1M———
JMG Financial Group, Ltd.
N/A—3,001-3,001-100%$1.1M———
Wilmar Advisors LLC
N/A—3,000-3,000-100%$1.1M———
Timber Creek Capital Management LLC
N/A—3,000-3,000-100%$1.1M———
Caerus Investment Advisors, LLC
N/A—2,999-2,999-100%$1.1M———
Fiduciary Financial Advisors
N/A—2,981-2,981-100%$1.1M———
Tidemark, LLC
N/A—2,978-2,978-100%$1.1M———
Dearborn Partners LLC
N/A—2,967-2,967-100%$1.1M———
Howe & Rusling Inc
N/A—2,926-2,926-100%$1.1M———
Thompson David Blair
N/A—2,900-2,900-100%$1.1M———
Nicolet Bankshares Inc
N/A—2,842-2,842-100%$1.1M———
Colter Lewis Investment Partners LLC
N/A—2,831-2,831-100%$1.0M———
Wilkinson Global Asset Management LLC
N/A—2,820-2,820-100%$1.0M———
Petix & Botte Co
N/A—2,812-2,812-100%$1.0M———
Reliant Investment Partners, LLC
N/A—2,804-2,804-100%$1.0M———
Legacy Wealth Managment, LLC
N/A—2,802-2,802-100%$1.0M———
SageView Advisory Group, LLC
N/A—2,796-2,796-100%$1.0M———
Heritage Wealth Advisors
N/A—2,791-2,791-100%$1.0M———
Bank of Hawaii
N/A—2,776-2,776-100%$1.0M———
Stamos Capital Partners, L.P.
N/A—2,763-2,763-100%$1.0M———
Envision Financial Transparency, LLC
N/A—2,760-2,760-100%$628.8K———
Empowered Funds, LLC
N/A—2,749-2,749-100%$1.0M———
Cambria Investment Management, L.P.
N/A—2,749-2,749-100%$1.0M———
NerdWallet Wealth Partners, LLC
N/A—2,746-2,746-100%$1.0M———
Caitlin John, LLC
N/A—2,714-2,714-100%$999.8K———
Advisory Alpha, LLC
N/A—2,697-2,697-100%$993.5K———
J Hagan Capital, Inc.
N/A—2,693-2,693-100%$992.0K———
PYA Waltman Capital, LLC
N/A—2,670-2,670-100%$983.4K———
Coppell Advisory Solutions LLC
N/A—2,656-2,656-100%$926.3K———
Nalls Sherbakoff Group, LLC
N/A—2,649-2,649-100%$975.8K———
Jupiter Wealth Management LLC
N/A—2,645-2,645-100%$974.4K———
Torrey-Payne Wealth Management, LLC
N/A—2,643-2,643-100%$973.6K———
Leo H. Evart, Inc.
N/A—2,642-2,642-100%$973.3K———
Miramar Capital, LLC
N/A—2,640-2,640-100%$972.5K———
Elevation Advisory Partners LLC
N/A—2,597-2,597-100%$954.7K———
Paragon Financial Partners, Inc.
N/A—2,585-2,585-100%$960.4K———
Sunstone Asset Management, LP
N/A—2,560-2,560-100%$943.1K———
Atlas Capital Advisors Inc.
N/A—2,560-2,560-100%$943.1K———
SAM Advisors, LLC
N/A—2,556-2,556-100%$941.6K———
Spartan Wealth Advisory Services LLC
N/A—2,555-2,555-100%$941.2K———
Orleans Capital Management Corp
N/A—2,550-2,550-100%$939.4K———
First Trust Advisors LP
N/A—2,541-2,541-100%$936.1K———
Indie Asset Partners, LLC
N/A—2,527-2,527-100%$930.9K———
Wallace Hart LLC
N/A—2,525-2,525-100%$930.2K———
Davis R M Inc
N/A—2,524-2,524-100%$929.8K———
Meadowbrook Advisors Group, LLC
N/A—2,523-2,523-100%$929.5K———
Palisade Capital Management, LP
N/A—2,514-2,514-100%$926.1K———
Darwin Wealth Management, LLC
N/A—2,514-2,514-100%$926.1K———
Hyundai Investments Co., Ltd.
N/A—2,504-2,504-100%$922.9K———
Maripau Wealth Management LLC
N/A—2,502-2,502-100%$921.8K———
Meridian Wealth Partners, LLC
N/A—2,442-2,442-100%$899.6K———
SouthState Bank Corp
N/A—2,424-2,424-100%$893.0K———
Tolleson Wealth Management, Inc.
N/A—2,417-2,417-100%$890.4K———
Tranquilli Financial Advisor LLC
N/A—2,409-2,409-100%$887.4K———
Chesapeake Wealth Management
N/A—2,403-2,403-100%$885.2K———
Stratos Investment Management, LLC
N/A—2,381-2,381-100%$877.1K———
MidFirst Bank
N/A—2,371-2,371-100%$873.4K———
Wealthspan Partners, LLC
N/A—2,362-2,362-100%$870.1K———
Integrity Financial Corp
N/A—2,351-2,351-100%$866.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,345-2,345-100%$866.4K———
Apriem Advisors
N/A—2,342-2,342-100%$862.7K———
Twin Lakes Capital Management, LLC
N/A—2,310-2,310-100%$851.0K———
Basecamp Wealth Advisors LLC
N/A—2,308-2,308-100%$850.3K———
Hikari Tsushin, Inc.
N/A—2,300-2,300-100%$847.3K———
Nuveen, LLC
N/A—2,298-2,298-100%$846.5K———
Investment Advisory Group, LLC
N/A—2,296-2,296-100%$845.8K———
Highview Capital Management LLC
N/A—2,290-2,290-100%$843.6K———
Safeguard Investment Advisory Group, LLC
N/A—2,277-2,277-100%$838.8K———
Heritage Trust Co
N/A—2,274-2,274-100%$837.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,270-2,270-100%$836.2K———
Patron Partners, LLC
N/A—2,270-2,270-100%$836.2K———
Atalanta Sosnoff Capital, LLC
N/A—2,269-2,269-100%$835.9K———
Financial Sense Advisors, Inc.
N/A—2,265-2,265-100%$834.4K———
Intellus Advisors LLC
N/A—2,263-2,263-100%$833.6K———
Strategic Financial Concepts, LLC
N/A—2,251-2,251-100%$829.2K———
Vienna Asset Management LLC
N/A—2,246-2,246-100%$827.4K———
LGL Partners, LLC
N/A—2,245-2,245-100%$827.0K———
Retirement Management Systems Inc.
N/A—2,245-2,245-100%$827.0K———
Teachers Insurance & Annuity Association of America
N/A—2,232-2,232-100%$822.2K———
Cauble & Harre Wealth Management, Inc.
N/A—2,232-2,232-100%$822.2K———
Townsquare Capital LLC
N/A—2,216-2,216-100%$816.3K———
Estate Planners Group, LLC
N/A—2,212-2,212-100%$814.9K———
Dorsey & Whitney Trust Co LLC
N/A—2,201-2,201-100%$810.8K———
Hantz Financial Services, Inc.
N/A—2,181-2,181-100%$803.0K———
Trustmark Bank Trust Department
N/A—2,180-2,180-100%$803.1K———
Fort Point Capital Partners LLC
N/A—2,166-2,166-100%$797.9K———
Tobias Financial Advisors, Inc.
N/A—2,165-2,165-100%$797.5K———
Driehaus Capital Management LLC
N/A—2,149-2,149-100%$791.6K———
Swan Global Investments, LLC
N/A—2,145-2,145-100%$790.2K———
LRI Investments, LLC
N/A—2,145-2,145-100%$790.2K———
Bearing Point Capital, LLC
N/A—2,144-2,144-100%$789.8K———
Farmers National Bank
N/A—2,130-2,130-100%$784.7K———
Chase Investment Counsel Corp
N/A—2,116-2,116-100%$779.0K———
Avenir Corp
N/A—2,114-2,114-100%$778.8K———
Hopwood Nicholas Hunter
N/A—2,107-2,107-100%$776.2K———
RED Reef Advisors LLC
N/A—2,106-2,106-100%$775.8K———
Smithfield Trust Co
N/A—2,093-2,093-100%$770.0K———
Clearbridge Investments, LLC
N/A—2,091-2,091-100%$770.3K———
BNP Paribas
N/A—2,085-2,085-100%$768.1K———
Potentia Wealth
N/A—2,077-2,077-100%$765.1K———
MTM Financial Group, LLC
N/A—2,075-2,075-100%$764.4K———
Allied Private Wealth LLC
N/A—2,062-2,062-100%$772.5K———
Drake & Associates, LLC
N/A—2,054-2,054-100%$756.7K———
Manhattan West Asset Management, LLC
N/A—2,050-2,050-100%$755.2K———
Octavia Wealth Advisors, LLC
N/A—2,047-2,047-100%$754.1K———
Lafayette Investments, Inc.
N/A—2,041-2,041-100%$751.9K———
Crux Wealth Advisors
N/A—2,037-2,037-100%$750.4K———
Integrated Investment Consultants, LLC
N/A—2,010-2,010-100%$740.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,005-2,005-100%$738.6K———
Novus Advisors, LLC
N/A—2,003-2,003-100%$737.9K———
Invesco Ltd.
N/A—2,000-2,000-100%$736.8K———
Hyperion Capital Advisors LP
N/A—1,988-1,988-100%$732.3K———
Next Capital Management LLC
N/A—1,979-1,979-100%$729.0K———
Element Wealth, LLC
N/A—1,978-1,978-100%$728.5K———
Quantum Portfolio Management LLC
N/A—1,975-1,975-100%$727.6K———
Leigh Baldwin & Co., LLC
N/A—1,974-1,974-100%$727.2K———
Safe Harbor Fiduciary, LLC
N/A—1,965-1,965-100%$723.9K———
American Trust
N/A—1,947-1,947-100%$717.4K———
Hirtle & Co., LLC
N/A—1,930-1,930-100%$711.0K———
Legacy Capital Group California, Inc.
N/A—1,930-1,930-100%$711.0K———
Goepper Burkhardt LLC
N/A—1,925-1,925-100%$709.1K———
Riverstone Advisors, LLC
N/A—1,923-1,923-100%$708.4K———
Harbour Investment Management LLC
N/A—1,907-1,907-100%$702.5K———
Strait & Sound Wealth Management LLC
N/A—1,898-1,898-100%$699.2K———
Strathmore Capital Advisors, Inc.
N/A—1,873-1,873-100%$702.0K———
Klingenstein Fields & Co LP
N/A—1,870-1,870-100%$688.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,866-1,866-100%$687.4K———
Spirepoint Private Client, LLC
N/A—1,854-1,854-100%$683.0K———
Momentum Wealth Planning, LLC
N/A—1,850-1,850-100%$681.5K———
CVA Family Office, LLC
N/A—1,826-1,826-100%$672.7K———
Connective Capital Management, LLC
N/A—1,825-1,825-100%$672.3K———
Liberty Square Wealth Partners LLC
N/A—1,820-1,820-100%$670.5K———
Fort Sheridan Advisors LLC
N/A—1,816-1,816-100%$669.0K———
Edgewood Management LLC
N/A—1,781-1,781-100%$656.1K———
OneAscent Wealth Management LLC
N/A—1,760-1,760-100%$648.3K———
Kintra Wealth, LLC
N/A—1,747-1,747-100%$696.9K———
VSM Wealth Advisory, LLC
N/A—1,743-1,743-100%$642.1K———
Madden Advisory Services, Inc.
N/A—1,730-1,730-100%$637.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,724-1,724-100%$635.1K———
Mars Jewett Financial Group, Inc.
N/A—1,709-1,709-100%$629.6K———
Talon Private Wealth, LLC
N/A—1,708-1,708-100%$629.0K———
Capstone Financial Advisors, Inc.
N/A—1,704-1,704-100%$627.7K———
Sandy Cove Advisors, LLC
N/A—1,703-1,703-100%$627.4K———
Saiph Capital, LLC
N/A—1,700-1,700-100%$626.2K———
Fidelis Wealth Advisors LLC
N/A—1,700-1,700-100%$626.1K———
First National Bank of Hutchinson
N/A—1,685-1,685-100%$620.7K———
Panoramic Investment Advisors, LLC
N/A—1,676-1,676-100%$617.4K———
IAM Advisory, LLC
N/A—1,666-1,666-100%$613.7K———
Invictus Private Wealth, LLC
N/A—1,666-1,666-100%$613.7K———
Monograph Wealth Advisors, LLC
N/A—1,629-1,629-100%$600.1K———
CM Wealth Advisors LLC
N/A—1,629-1,629-100%$600.1K———
CMT Capital Markets Trading GmbH
N/A—1,624-1,624-100%$598.0K———
Painted Porch Advisors LLC
N/A—1,624-1,624-100%$598.2K———
Kapstone Financial Advisors LLC
N/A—1,620-1,620-100%$596.8K———
Diamant Asset Management, Inc.
N/A—1,620-1,620-100%$596.8K———
Curio Wealth, LLC
N/A—1,619-1,619-100%$596.4K———
Osbon Capital Management LLC
N/A—1,618-1,618-100%$596.3K———
Connable Office Inc
N/A—1,611-1,611-100%$593.5K———
Clark Capital Management Group, Inc.
N/A—1,608-1,608-100%$592.4K———
Mpwm Advisory Solutions, LLC
N/A—1,597-1,597-100%$588.3K———
Luminist Capital LLC
N/A—1,596-1,596-100%$565.1K———
Second Line Capital, LLC
N/A—1,591-1,591-100%$586.1K———
Bridgewealth Advisory Group, LLC
N/A—1,590-1,590-100%$585.7K———
Mathes Company, Inc.
N/A—1,580-1,580-100%$582.0K———
Wick Capital Partners, LLC
N/A—1,575-1,575-100%$580.2K———
Headlands Technologies LLC
N/A—1,573-1,573-100%$579.5K———
Paladin Advisory Group, LLC
N/A—1,565-1,565-100%$576.5K———
DF Dent & Co Inc
N/A—1,565-1,565-100%$576.5K———
HHM Wealth Advisors, LLC
N/A—1,552-1,552-100%$571.7K———
Keynote Financial Services LLC
N/A—1,551-1,551-100%$571.4K———
NCM Capital Management, LLC
N/A—1,550-1,550-100%$571.0K———
Atlantic Family Wealth, LLC
N/A—1,548-1,548-100%$570.3K———
Fiducient Advisors LLC
N/A—1,537-1,537-100%$566.2K———
Cloud Capital Management, LLC
N/A—1,531-1,531-100%$563.0K———
Ameritas Investment Partners, Inc.
N/A—1,522-1,522-100%$560.7K———
Webster Bank, N. A.
N/A—1,520-1,520-100%$559.9K———
Redwood Investment Management, LLC
N/A—1,491-1,491-100%$549.0K———
Nova Wealth Management, Inc.
N/A—1,491-1,491-100%$549.3K———
Burling Wealth Partners, LLC
N/A—1,485-1,485-100%$547.0K———
Foster & Motley Inc
N/A—1,483-1,483-100%$546.0K———
Legacy Financial Group LLC
N/A—1,477-1,477-100%$544.1K———
Spreng Capital Management, Inc.
N/A—1,476-1,476-100%$543.7K———
Brave Asset Management Inc
N/A—1,472-1,472-100%$542.3K———
OneAscent Family Office, LLC
N/A—1,468-1,468-100%$540.8K———
Fortis Advisors, LLC
N/A—1,460-1,460-100%$537.8K———
Stuart Investment Advisors, Inc.
N/A—1,458-1,458-100%$537.1K———
Wescott Financial Advisory Group, LLC
N/A—1,457-1,457-100%$536.9K———
Barnes Wealth Management Group, Inc
N/A—1,456-1,456-100%$536.4K———
Presidio Capital Management, LLC
N/A—1,453-1,453-100%$535.3K———
Anchor Investment Management, LLC
N/A—1,448-1,448-100%$533.4K———
J. M. Brown & Associates Inc.
N/A—1,447-1,447-100%$533.0K———
Crestmont Private Wealth LLC
N/A—1,438-1,438-100%$529.7K———
Wellington-Altus USA Inc.
N/A—1,438-1,438-100%$618.8K———
Brogan Financial, Inc.
N/A—1,431-1,431-100%$527.2K———
Runnymede Capital Advisors, Inc.
N/A—1,422-1,422-100%$523.8K———
Parker Investment Management, LLC
N/A—1,418-1,418-100%$522.4K———
Landscape Capital Management, L.L.C.
N/A—1,418-1,418-100%$522.4K———
1248 Management, LLC
N/A—1,415-1,415-100%$521.3K———
Medallion Wealth Advisors, LLC
N/A—1,403-1,403-100%$516.8K———
one8zero8, LLC
N/A—1,400-1,400-100%$515.7K———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,398-1,398-100%$515.0K———
Tower Bridge Advisors
N/A—1,395-1,395-100%$513.9K———
Naviter Wealth, LLC
N/A—1,388-1,388-100%$511.3K———
Eldridge Investment Advisors, Inc.
N/A—1,387-1,387-100%$510.9K———
Buffalo Business & Estate Services LTD
N/A—1,385-1,385-100%$510.2K———
Quotient Wealth Partners, LLC
N/A—1,382-1,382-100%$509.1K———
Goldstone Financial Group, LLC
N/A—1,373-1,373-100%$505.8K———
M. Kulyk & Associates, LLC
N/A—1,366-1,366-100%$503.2K———
Pgim Custom Harvest LLC
N/A—1,363-1,363-100%$502.1K———
Wilson & Boucher Capital Management, LLC
N/A—1,361-1,361-100%$501.4K———
Proactive Wealth Strategies LLC
N/A—1,358-1,358-100%$500.3K———
Hexagon Capital Partners LLC
N/A—1,351-1,351-100%$497.7K———
GatePass Capital, LLC
N/A—1,351-1,351-100%$497.7K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,350-1,350-100%$497.3K———
Matrix Private Capital Group LLC
N/A—1,347-1,347-100%$496.2K———
Westmount Partners, LLC
N/A—1,338-1,338-100%$492.9K———
BCS Private Wealth Management, Inc.
N/A—1,335-1,335-100%$491.8K———
M3 Advisory Group, LLC
N/A—1,330-1,330-100%$489.9K———
Prepared Retirement Institute LLC
N/A—1,328-1,328-100%$489.2K———
CFO4Life Group, LLC
N/A—1,327-1,327-100%$488.8K———
Ellevest, Inc.
N/A—1,323-1,323-100%$223.9K———
Eaton Financial Holdings Company, LLC
N/A—1,323-1,323-100%$487.4K———
Navis Wealth Advisors, LLC
N/A—1,322-1,322-100%$487.0K———
Berkshire Asset Management LLC
N/A—1,321-1,321-100%$486.6K———
Harvey Capital Management Inc
N/A—1,300-1,300-100%$478.9K———
Comprehensive Money Management Services LLC
N/A—1,300-1,300-100%$478.9K———
German American Bancorp, Inc.
N/A—1,298-1,298-100%$478.2K———
Range Advisory, LLC
N/A—1,292-1,292-100%$475.9K———
Swisher Financial Concepts, Inc.
N/A—1,289-1,289-100%$474.8K———
Westshore Wealth, LLC
N/A—1,280-1,280-100%$471.5K———
Capital Analysts, LLC
N/A—1,279-1,279-100%$471.0K———
First Financial Bankshares Inc
N/A—1,278-1,278-100%$470.8K———
FourThought Financial Partners, LLC
N/A—1,271-1,271-100%$468.2K———
Alesco Advisors, LLC, An ESL Co
N/A—1,268-1,268-100%$467.1K———
Tulsa Wealth Advisors, Inc
N/A—1,266-1,266-100%$466.4K———
Stansberry Asset Management, LLC
N/A—1,265-1,265-100%$466.0K———
Custos Family Office, LLC
N/A—1,263-1,263-100%$465.3K———
Roberts Glore & Co Inc
N/A—1,257-1,257-100%$463.1K———
Beckerman Institutional, LLC
N/A—1,251-1,251-100%$460.5K———
Magnolia Private Wealth, LLC
N/A—1,250-1,250-100%$460.5K———
Vines Capital Management, LLC
N/A—1,250-1,250-100%$460.5K———
Cambient Family Office, LLC
N/A—1,247-1,247-100%$459.4K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,219-1,219-100%$449.2K———
Ruggiero Investments, Inc.
N/A—1,219-1,219-100%$449.1K———
Sterneck Capital Management, LLC
N/A—1,218-1,218-100%$448.7K———
Ellenbecker Investment Group
N/A—1,206-1,206-100%$444.3K———
BCI Securities, Inc.
N/A—1,203-1,203-100%$443.2K———
Elite Financial, Inc.
N/A—1,200-1,200-100%$442.0K———
Horizon Investments, LLC
N/A—1,198-1,198-100%$441.3K———
Timbuktu Capital Management, LLC
N/A—1,197-1,197-100%$441.0K———
Glassman Wealth Services
N/A—1,180-1,180-100%$434.7K———
Ameriflex Group, Inc.
N/A—1,176-1,176-100%$433.2K———
Avise Financial Cooperative, Inc.
N/A—1,175-1,175-100%$432.8K———
Novak & Powell Financial Services, Inc.
N/A—1,174-1,174-100%$432.5K———
Main Management LLC
N/A—1,166-1,166-100%$430.0K———
Portland Global Advisors LLC
N/A—1,165-1,165-100%$429.2K———
Wood Tarver Financial Group, LLC
N/A—1,164-1,164-100%$428.0K———
Sandhill Capital Partners LLC
N/A—1,164-1,164-100%$428.8K———
Bard Associates Inc
N/A—1,163-1,163-100%$428.4K———
Highlander Partners, L.P.
N/A—1,160-1,160-100%$427.3K———
Vigil Wealth Management, LLC
N/A—1,158-1,158-100%$426.6K———
Wealth Alliance, LLC
N/A—1,153-1,153-100%$424.8K———
Point72 Asset Management, L.P.
N/A—1,151-1,151-100%$424.0K———
Mustico Financial Group, Inc.
N/A—1,144-1,144-100%$425.3K———
Diker Management LLC
N/A—1,137-1,137-100%$419.0K———
Orion Capital Management LLC
N/A—1,130-1,130-100%$416.3K———
Mcguire Capital Advisors Inc
N/A—1,130-1,130-100%$416.3K———
Iron Gate Global Advisors LLC
N/A—1,128-1,128-100%$415.5K———
Lavaca Capital LLC
N/A—1,126-1,126-100%$414.8K———
WPWealth LLP
N/A—1,123-1,123-100%$413.7K———
Prudent Investors Network, Inc.
N/A—1,118-1,118-100%$411.8K———
M1 Capital Management LLC
N/A—1,115-1,115-100%$410.6K———
Satovsky Asset Management LLC
N/A—1,106-1,106-100%$407.3K———
Infrastructure Capital Advisors, LLC
N/A—1,101-1,101-100%$405.6K———
Heron Bay Capital Management
N/A—1,098-1,098-100%$404.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,094-1,094-100%$404.2K———
MB Generational Wealth, LLC
N/A—1,086-1,086-100%$400.1K———
Kane Investment Management, Inc.
N/A—1,082-1,082-100%$398.6K———
Blue Chip Partners, LLC
N/A—1,081-1,081-100%$398.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,078-1,078-100%$397.1K———
American Asset Management Inc.
N/A—1,070-1,070-100%$394.2K———
Northstar Group, Inc.
N/A—1,064-1,064-100%$392.0K———
F/m Investments LLC
N/A—1,063-1,063-100%$391.6K———
Intrepid Capital Management Inc
N/A—1,041-1,041-100%$383.5K———
Vantage Point Financial LLC
N/A—1,040-1,040-100%$383.1K———
Holderness Investments Co
N/A—1,038-1,038-100%$382.4K———
Vance Wealth, LLC
N/A—1,034-1,034-100%$380.9K———
Faithward Advisors, LLC
N/A—1,025-1,025-100%$377.6K———
Peak Retirement Planning, Inc.
N/A—1,024-1,024-100%$377.2K———
L & S Advisors Inc
N/A—1,011-1,011-100%$372.4K———
Bragg Financial Advisors, Inc
N/A—1,006-1,006-100%$370.6K———
GeoWealth Management, LLC
N/A—1,003-1,003-100%$369.6K———
Citadel Advisors LLC
N/A—1,002-1,002-100%$369.1K———
Chelsea Counsel Co
N/A—1,000-1,000-100%$368.4K———
Shay Capital LLC
N/A—1,000-1,000-100%$368.4K———
Black Maple Capital Management LP
N/A—1,000-1,000-100%$368.4K———
Old West Investment Management, LLC
N/A—1,000-1,000-100%$368.4K———
Birchcreek Wealth Management, LLC
N/A—998-998-100%$367.6K———
Family Manage LLC
N/A—983-983-100%$362.1K———
Ruggaard & Associates LLC
N/A—973-973-100%$358.4K———
FWG Holdings, LLC
N/A—973-973-100%$361.8K———
Zhang Financial LLC
N/A—966-966-100%$355.9K———
Joule Financial, LLC
N/A—964-964-100%$355.1K———
CacheTech Inc.
N/A—962-962-100%$354.4K———
FSA Advisors, Inc.
N/A—960-960-100%$353.6K———
Price T Rowe Associates Inc
N/A—960-960-100%$354.0K———
Resurgent Financial Advisors LLC
N/A—959-959-100%$353.3K———
Bcgm Wealth Management, LLC
N/A—958-958-100%$352.9K———
Exit Wealth Advisors, Llc.
N/A—949-949-100%$349.6K———
TFR Capital, Llc.
N/A—947-947-100%$348.9K———
Symphony Financial Services, Inc.
N/A—943-943-100%$347.4K———
Astoria Portfolio Advisors Llc.
N/A—940-940-100%$346.3K———
McDonough Capital Management, Inc
N/A—936-936-100%$344.8K———
Cary Street Partners Investment Advisory LLC
N/A—936-936-100%$344.8K———
Destination Wealth Management
N/A—933-933-100%$343.7K———
Planning Center, Inc.
N/A—931-931-100%$343.0K———
Icon Wealth Advisors, LLC
N/A—929-929-100%$342.3K———
Mission Hills Financial Advisory, LLC
N/A—929-929-100%$342.2K———
EQ Wealth Advisors, LLC
N/A—911-911-100%$335.6K———
Johnson Financial Group, Inc.
N/A—906-906-100%$333.8K———
Nomura Asset Management Co LTD
N/A—900-900-100%$331.5K———
Peninsula Asset Management Inc
N/A—900-900-100%$331.5K———
City National Bank of Florida
N/A—898-898-100%$330.8K———
Pandowealth. LLC
N/A—895-895-100%$329.7K———
Dynamic Technology Lab Private Ltd
N/A—889-889-100%$327.0K———
Wealth Care LLC
N/A—885-885-100%$326.0K———
New Republic Capital, LLC
N/A—885-885-100%$326.0K———
Bitterroot Capital Advisors LLC
N/A—883-883-100%$325.3K———
Compton Financial Group, LLC
N/A—874-874-100%$322.0K———
Elm Partners Management LLC
N/A—870-870-100%$320.5K———
Dopkins Wealth Management, LLC
N/A—869-869-100%$320.1K———
Drive Wealth Management, LLC
N/A—867-867-100%$319.4K———
Delta Asset Management LLC
N/A—865-865-100%$318.6K———
Core Wealth Advisors, Inc.
N/A—861-861-100%$317.2K———
Peak Asset Management, LLC
N/A—850-850-100%$313.1K———
Consultiva Wealth Management, Corp.
N/A—850-850-100%$313.1K———
Rollins Financial Advisors, LLC
N/A—849-849-100%$312.8K———
Fortune Financial Advisors, LLC
N/A—847-847-100%$312.0K———
Fielder Capital Group LLC
N/A—845-845-100%$311.3K———
Hanover Advisors Inc
N/A—843-843-100%$310.5K———
Bannerstone Capital Management, LLC
N/A—842-842-100%$310.2K———
Cutler Capital Management, LLC
N/A—842-842-100%$310.2K———
Shepherd Kaplan Krochuk, LLC
N/A—841-841-100%$309.8K———
Goodman Financial Corp
N/A—835-835-100%$307.6K———
Aviso Financial Inc.
N/A—833-833-100%$306.9K———
Aegis Financial Corp
N/A—828-828-100%$305.0K———
Mrwm Advisors, LLC
N/A—827-827-100%$304.7K———
K.J. Harrison & Partners Inc
N/A—825-825-100%$303.9K———
Round Rock Advisors LLC
N/A—821-821-100%$302.4K———
Vident Advisory, LLC
N/A—820-820-100%$302.1K———
First Western Trust Bank
N/A—817-817-100%$301.0K———
Lbmc Investment Advisors, LLC
N/A—815-815-100%$300.2K———
Cura Wealth Advisors, LLC
N/A—807-807-100%$297.3K———
Purpose Unlimited Inc.
N/A—806-806-100%$296.9K———
AssuredPartners Investment Advisors, LLC
N/A—804-804-100%$296.1K———
Osprey Private Wealth LLC
N/A—800-800-100%$294.7K———
Barnes Pettey Financial Advisors, LLC
N/A—789-789-100%$290.7K———
Financial Advisors Network, Inc.
N/A—783-783-100%$288.4K———
RiverFront Investment Group, LLC
N/A—782-782-100%$288.1K———
Cypress Capital Management LLC (WY)
N/A—774-774-100%$285.1K———
Gallagher Fiduciary Advisors, LLC
N/A—773-773-100%$284.8K———
Ranch Capital Advisors Inc.
N/A—772-772-100%$284.4K———
Brightwater Advisory LLC
N/A—768-768-100%$282.9K———
Bruce G. Allen Investments, LLC
N/A—768-768-100%$282.9K———
Phil A. Younker & Associates, Ltd.
N/A—766-766-100%$282.2K———
Gambit Capital Management, LLC
N/A—761-761-100%$280.3K———
Scholtz & Company, LLC
N/A—756-756-100%$278.5K———
Eaton-Cambridge Inc.
N/A—755-755-100%$278.1K———
Risk Paradigm Group, LLC
N/A—753-753-100%$277.4K———
Dover Advisors, LLC
N/A—753-753-100%$298.4K———
Synergy Investment Management, LLC
N/A—752-752-100%$277.0K———
Capstone Investment Advisors, LLC
N/A—750-750-100%$276.3K———
Alaska Wealth Advisors, LLC
N/A—750-750-100%$276.3K———
Aureus Asset Management, LLC
N/A—750-750-100%$276.3K———
Yarger Wealth Strategies, LLC
N/A—743-743-100%$280.0K———
ST Germain D J Co Inc
N/A—743-743-100%$273.7K———
Rodgers Brothers Inc.
N/A—738-738-100%$271.9K———
Marshall Financial Group, LLC
N/A—726-726-100%$267.4K———
Z3 Capital Partners, LLC
N/A—725-725-100%$267.1K———
Westview Management dba Westview Investment Advisors
N/A—725-725-100%$267.1K———
TRU Independence Asset Management 2, LLC
N/A—720-720-100%$265.2K———
Everpar Advisors LLC
N/A—717-717-100%$264.1K———
Cladis Investment Advisory, LLC
N/A—712-712-100%$262.3K———
American Financial Advisors, LLC
N/A—711-711-100%$261.9K———
Byrne Financial Freedom, LLC
N/A—707-707-100%$260.4K———
Interactive Financial Advisors, Inc.
N/A—701-701-100%$258.5K———
Lagoda Investment Management, L.P.
N/A—700-700-100%$257.9K———
Sierra Capital LLC
N/A—699-699-100%$257.5K———
Performance Wealth Partners, LLC
N/A—697-697-100%$256.8K———
Slagle Financial, LLC
N/A—696-696-100%$256.4K———
Signal Tree Financial Partners LLC
N/A—688-688-100%$253.4K———
Panoramic Capital Partners, LLC
N/A—686-686-100%$252.7K———
Rockbridge Investment Management, LCC
N/A—683-683-100%$251.6K———
Discovery Capital Management, LLC / CT
N/A—682-682-100%$251.2K———
Empire Financial Management Company, LLC
N/A—680-680-100%$250.5K———
Resolute Capital, LLC
N/A—679-679-100%$250.1K———
Vawter Financial, Ltd.
N/A—675-675-100%$248.7K———
Cedar Wealth Management, LLC
N/A—673-673-100%$247.9K———
Retirement Planning Group, LLC / NY
N/A—669-669-100%$246.5K———
Northstar Advisory Group, LLC
N/A—667-667-100%$245.7K———
Select Asset Management & Trust
N/A—666-666-100%$245.0K———
Arcus Capital Partners, LLC
N/A—666-666-100%$245.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—659-659-100%$242.8K———
Operose Advisors LLC
N/A—656-656-100%$241.7K———
Abbot Financial Management, Inc.
N/A—655-655-100%$241.3K———
Baldwin Investment Management, LLC
N/A—650-650-100%$239.4K———
WealthTrust Axiom LLC
N/A—650-650-100%$239.5K———
Forefront Wealth Partners, LLC
N/A—645-645-100%$237.6K———
Brasada Capital Management, LP
N/A—644-644-100%$237.2K———
Wealth Management Strategies, Inc.
N/A—643-643-100%$236.9K———
Financial Alternatives, Inc
N/A—636-636-100%$234.3K———
Wills Financial Group LLC
N/A—627-627-100%$231.0K———
Ketron Financial
N/A—626-626-100%$230.6K———
Royal Capital Wealth Management, LLC
N/A—626-626-100%$230.6K———
Kiker Wealth Management, LLC
N/A—624-624-100%$229.8K———
Waddell & Associates, LLC
N/A—619-619-100%$228.1K———
Optiver Holding B.V.
N/A—619-619-100%$228.0K———
Mosaic Financial Group, LLC
N/A—618-618-100%$228.0K———
Aspen Wealth Strategies, LLC
N/A—615-615-100%$226.6K———
Atlas Wealth LLC
N/A—615-615-100%$226.6K———
Field & Main Bank
N/A—611-611-100%$225.1K———
Vision Retirement, LLC
N/A—607-607-100%$223.6K———
Castle Wealth Management LLC
N/A—605-605-100%$222.9K———
Elgethun Capital Management
N/A—605-605-100%$222.9K———
Lummis Asset Management, LP
N/A—600-600-100%$221.0K———
Reliant Wealth Planning
N/A—600-600-100%$221.0K———
Wealthquest Corp
N/A—599-599-100%$220.7K———
Prasad Wealth Partners, LLC
N/A—598-598-100%$220.3K———
Rock Point Advisors, LLC
N/A—595-595-100%$219.2K———
Allium Financial Advisors, LLC
N/A—592-592-100%$218.1K———
KDT Advisors, LLC
N/A—591-591-100%$217.7K———
Banque Transatlantique SA
N/A—590-590-100%$217.4K———
360 Financial, Inc.
N/A—589-589-100%$217.0K———
LifePlan Investment Advisors, Inc.
N/A—587-587-100%$216.2K———
OakTrust Wealth Advisors, LLC
N/A—586-586-100%$215.9K———
Payne Capital Management, LLC
N/A—585-585-100%$215.3K———
Callahan Advisors, LLC
N/A—582-582-100%$214.4K———
Lakeridge Wealth Management LLC
N/A—579-579-100%$213.3K———
Napier Financial, LLC
N/A—576-576-100%$212.2K———
PMG Wealth Management, Inc.
N/A—575-575-100%$211.8K———
Legacy Capital Wealth Management, LLC
N/A—574-574-100%$211.5K———
Silicon Valley Capital Partners
N/A—572-572-100%$210.7K———
Brio Consultants, LLC
N/A—570-570-100%$209.9K———
Steffes Financial, Ltd.
N/A—566-566-100%$208.5K———
WFA of San Diego, LLC
N/A—565-565-100%$225.4K———
Premier Private Wealth Management LLC
N/A—556-556-100%$204.8K———
Paul R. Ried Financial Group, LLC
N/A—555-555-100%$204.5K———
Chilton Investment Co Inc.
N/A—551-551-100%$203.0K———
Regatta Research & Money Management
N/A—511-511-100%$187.9K———
GW&K Investment Management, LLC
N/A—505-505-100%$186.0K———
Miller Capital Partners, Inc.
N/A—500-500-100%$184.2K———
Financial Life Planners
N/A—500-500-100%$184.2K———
Seneschal Advisors, LLC
N/A—490-490-100%$180.5K———
Strategic Investment Advisors / MI
N/A—480-480-100%$176.8K———
Park Square Financial Group, LLC
N/A—468-468-100%$172.4K———
Boreal Capital Management LLC
N/A—450-450-100%$165.8K———
Osterweis Capital Management Inc
N/A—427-427-100%$157.3K———
Cheviot Value Management, LLC
N/A—397-397-100%$146.2K———
SOA Wealth Advisors, Llc.
N/A—397-397-100%$146.2K———
Sittner & Nelson, LLC
N/A—394-394-100%$145.1K———
Bank of the Bluegrass & Trust Co.
N/A—383-383-100%$145.9K———
TD Capital Management LLC
N/A—375-375-100%$138.1K———
UBS Asset Management Americas LLC
N/A—373-373-100%$137.4K———
Millstone Evans Group, LLC
N/A—355-355-100%$130.8K———
McMillan Office, Inc.
N/A—350-350-100%$128.9K———
Truvestments Capital LLC
N/A—350-350-100%$128.9K———
Tripletail Wealth Management, LLC
N/A—332-332-100%$125.5K———
Crews Bank & Trust
N/A—302-302-100%$111.3K———
Core Capital Management & Research, inc.
N/A—300-300-100%$127.0K———
Tacita Capital Inc
N/A—300-300-100%$110.5K———
Richard W. Paul & Associates, LLC
N/A—298-298-100%$109.8K———
Proffitt & Goodson Inc
N/A—290-290-100%$106.8K———
Frazier Financial Advisors, LLC
N/A—288-288-100%$106.1K———
Swan Capital LLC
N/A—265-265-100%$97.6K———
Front Row Advisors LLC
N/A—263-263-100%$105.5K———
Cbiz Investment Advisory Services, LLC
N/A—250-250-100%$107.6K———
CNB Bank
N/A—237-237-100%$87.3K———
Strive Financial Group,LLC
N/A—217-217-100%$79.9K———
Abound Financial, LLC
N/A—195-195-100%$71.8K———
LGT Financial Advisors LLC
N/A—193-193-100%$71.1K———
Burnham & Co LLC
N/A—193-193-100%$71.1K———
Vanguard National Trust Co
N/A—188-188-100%$69.3K———
Roble, Belko & Company, Inc
N/A—177-177-100%$65.0K———
JDM Financial Group LLC
N/A—171-171-100%$63.0K———
Godfrey Financial Associates, Inc.
N/A—154-154-100%$56.7K———
Basepoint Wealth LLC
N/A—150-150-100%$55.3K———
Kilter Group LLC
N/A—144-144-100%$53.0K———
Steigerwald, Gordon & Koch Inc.
N/A—112-112-100%$41.3K———
Providence Capital Advisors, LLC
N/A—110-110-100%$40.5K———
Meramec Financial Planners, LLC
N/A—107-107-100%$40.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—100-100-100%$36.8K———
Macquarie Group LTD
N/A—100-100-100%$36.8K———
Prosperity Bancshares Inc
N/A—99-99-100%$36.5K———
Game Plan Financial Advisors, LLC
N/A—79-79-100%$29.1K———
Oakmont Advisory Group, LLC
N/A—65-65-100%$23.8K———
Tower Research Capital LLC (TRC)
N/A—65-65-100%$23.9K———
Financial Avengers, Inc.
N/A—65-65-100%$23.9K———
Dogwood Wealth Management LLC
N/A—62-62-100%$22.8K———
Raffa Wealth Management, LLC
N/A—62-62-100%$22.8K———
Mark Sheptoff Financial Planning, LLC
N/A—60-60-100%$22.1K———
Broadwater Capital Management LLC
N/A—59-59-100%$21.7K———
Investors Portfolio Services LLC
N/A—59-59-100%$21.7K———
South Plains Financial, Inc.
N/A—59-59-100%$21.7K———
Kerr Financial Planning Corp
N/A—53-53-100%$19.5K———
Bernard Wealth Management Corp.
N/A—51-51-100%$18.8K———
Alerus Financial NA
N/A—51-51-100%$18.8K———
JPL Wealth Management, LLC
N/A—46-46-100%$16.9K———
Caldwell Sutter Capital, Inc.
N/A—45-45-100%$16.6K———
Harborfront Financial Group LLC
N/A—44-44-100%$16.2K———
Pinney & Scofield, Inc.
N/A—41-41-100%$15.1K———
Sankala Group LLC
N/A—25-25-100%$10.0K———
Transamerica Financial Advisors, LLC
N/A—25-25-100%$9.2K———
Graney & King, LLC
N/A—20-20-100%$7.4K———
Rialto Wealth Management, LLC
N/A—20-20-100%$7.4K———
Bellevue Asset Management, LLC
N/A—12-12-100%$4.4K———
Minot DeBlois Advisors LLC
N/A—5-5-100%$1.8K———
Hillsdale Investment Management Inc.
N/A—5-5-100%$1.8K———
Cordant, Inc.
N/A—5-5-100%$1.8K———
Ankerstar Wealth, LLC
N/A—5-5-100%$1.8K———
Financial Gravity Companies, Inc.
N/A—5-5-100%$1.8K———
HighMark Wealth Management LLC
N/A—2-2-100%$736———
Tiaa Wealth Investment Management LLC
N/A—00—$0———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 3152 of 3152 institutions