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SS Spdr S&P Biotech ETF (XBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares12,837,660 from 11,612,884
Change+1,224,776 (+11%)
Value$2.0B (+$186.5M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares2,959,750 from 2,817,943
Change+141,807 (+5%)
Value$466.7M (+$20.8M)
Filed 2026-11-06
Jefferies Financial Group Inc.
DECREASED
Shares1,662,500 from 2,140,001
Change-477,501 (-22%)
Value$262.1M (-$76.5M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,373,878 from 882,027
Change+491,851 (+56%)
Value$216.6M (+$77.1M)
Filed 2026-11-06
Natixis
INCREASED
Shares498,835 from 492,616
Change+6,219 (+1%)
Value$78.7M (+$699.8K)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares392,375 from 397,200
Change-4,825 (-1%)
Value$61.9M (-$987.2K)
Filed 2026-10-30
PSP Research LLC
DECREASED
Shares386,500 from 570,000
Change-183,500 (-32%)
Value$60.9M (-$29.3M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares359,111 from 105,375
Change+253,736 (+241%)
Value$56.6K (-$16.6M)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED
Shares269,965 from 245,174
Change+24,791 (+10%)
Value$42.6M (+$3.8M)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares266,485 from 254,762
Change+11,723 (+5%)
Value$42.0M (+$1.7M)
Filed 2026-10-16
Mirae Asset Securities (USA) Inc.
INCREASED
Shares250,674 from 100,000
Change+150,674 (+151%)
Value$39.5M (+$23.7M)
Filed 2026-10-15
Moss Adams Wealth Advisors LLC
NEW
Shares195,591
Change+195,591
Value$30.8M
Filed 2026-10-28
Sivik Global Healthcare LLC
INCREASED
Shares180,000 from 150,000
Change+30,000 (+20%)
Value$28.4M (+$28.4M)
Filed 2026-10-13
GenTrust, LLC
UNCHANGED
Shares175,143 from 175,143
Change0 (0%)
Value$27.6M (-$99.8K)
Filed 2026-11-06
Parkway Wealth Management Group, LLC
NEW
Shares167,759
Change+167,759
Value$26.5M
Filed 2026-10-20
Weatherly Asset Management L. P.
DECREASED
Shares157,320 from 157,486
Change-166 (0%)
Value$24.8M (-$116.0K)
Filed 2026-10-20
Riggs Asset Managment Co. Inc.
INCREASED
Shares155,102 from 142,800
Change+12,302 (+9%)
Value$24.5M (+$1.9M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares144,900 from 89,290
Change+55,610 (+62%)
Value$22.8M (+$8.7M)
Filed 2026-11-06
United Capital Management of KS, Inc.
DECREASED
Shares141,934 from 142,599
Change-665 (0%)
Value$22.4M (-$186.1K)
Filed 2026-11-04
J.Safra Asset Management Corp
NEW
Shares138,494
Change+138,494
Value$21.8M
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,568 from 112,225
Change+24,343 (+22%)
Value$21.5K (-$17.7M)
Filed 2026-11-02
L. Roy Papp & Associates, LLP
DECREASED
Shares133,822 from 134,181
Change-359 (0%)
Value$21.1M (-$133.1K)
Filed 2026-10-21
Madrona Financial Services, LLC
DECREASED
Shares131,913 from 136,455
Change-4,542 (-3%)
Value$20.8M (-$794.0K)
Filed 2026-10-23
Royal Fund Management, LLC
DECREASED
Shares125,943 from 154,465
Change-28,522 (-18%)
Value$19.9M (-$4.6M)
Filed 2026-10-22
Edge Wealth Management LLC
DECREASED
Shares110,769 from 111,283
Change-514 (0%)
Value$17.6M (-$49.8K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares105,019 from 94,172
Change+10,847 (+12%)
Value$16.0M (+$2.1M)
Filed 2026-11-05
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares104,532 from 104,532
Change0 (0%)
Value$16.5M (-$59.6K)
Filed 2026-10-26
Lake Hills Wealth Management, LLC
INCREASED
Shares101,543 from 100,636
Change+907 (+1%)
Value$16.0M (+$85.7K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares95,742 from 82,119
Change+13,623 (+17%)
Value$15.1M (+$2.1M)
Filed 2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED
Shares95,600 from 55,600
Change+40,000 (+72%)
Value$15.1K (+$6.3K)
Filed 2026-10-08
Geneva Partners, LLC
DECREASED
Shares91,136 from 94,829
Change-3,693 (-4%)
Value$14.4M (-$636.4K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares90,373 from 77,518
Change+12,855 (+17%)
Value$14.2M (+$2.0M)
Filed 2026-11-05
MFA Wealth Advisors, LLC
DECREASED
Shares89,691 from 91,997
Change-2,306 (-3%)
Value$14.1M (-$416.0K)
Filed 2026-10-07
Elite Wealth Management, Inc.
NEW
Shares89,272
Change+89,272
Value$14.1M
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares86,283 from 70,565
Change+15,718 (+22%)
Value$13.6K (-$11.2M)
Filed 2026-11-02
Shah Wealth Advisors, LLC
NEW
Shares85,476
Change+85,476
Value$13.5M
Filed 2026-11-06
Tamar Securities, LLC
INCREASED
Shares82,493 from 72,971
Change+9,522 (+13%)
Value$13.0M (+$1.5M)
Filed 2026-11-03
Parkside Investments, LLC
DECREASED
Shares82,303 from 85,723
Change-3,420 (-4%)
Value$13.0M (-$588.1K)
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares80,717 from 39,276
Change+41,441 (+106%)
Value$12.7M (+$6.5M)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares79,021 from 79,925
Change-904 (-1%)
Value$12.5M (-$187.9K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares76,486 from 63,124
Change+13,362 (+21%)
Value$12.1M (+$2.1M)
Filed 2026-10-26
Investment House LLC
DECREASED
Shares75,235 from 89,915
Change-14,680 (-16%)
Value$11.9M (-$2.4M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares72,117 from 9,942
Change+62,175 (+625%)
Value$11.4M (+$9.8M)
Filed 2026-10-16
Montag A & Associates Inc
INCREASED
Shares69,355 from 68,739
Change+616 (+1%)
Value$10.9M (+$58.0K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares66,208 from 64,697
Change+1,511 (+2%)
Value$9.9M (-$404.5K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
DECREASED
Shares60,765 from 63,436
Change-2,671 (-4%)
Value$9.6M (-$457.2K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares59,844 from 54,691
Change+5,153 (+9%)
Value$9.4M (+$781.3K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares57,881 from 66,810
Change-8,929 (-13%)
Value$9.1M (-$1.3M)
Filed 2026-10-02
Petredis Investment Advisors LLC
INCREASED
Shares54,033 from 53,888
Change+145 (+0%)
Value$8.5M (-$7.9K)
Filed 2026-10-20
Fulcrum Capital LLC
DECREASED
Shares51,007 from 52,163
Change-1,156 (-2%)
Value$8.0M (-$212.0K)
Filed 2026-10-15
Altfest L J & Co Inc
DECREASED
Shares48,141 from 74,627
Change-26,486 (-35%)
Value$7.6M (-$4.2M)
Filed 2026-10-27
Sava Infond d.o.o.
DECREASED
Shares46,530 from 48,690
Change-2,160 (-4%)
Value$7.3M (-$368.3K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
DECREASED
Shares45,699 from 46,998
Change-1,299 (-3%)
Value$7.1M (-$296.6K)
Filed 2026-11-04
Shaker Investments LLC
INCREASED
Shares40,667 from 39,501
Change+1,166 (+3%)
Value$6.4M (+$161.3K)
Filed 2026-11-05
KCM Investment Advisors LLC
INCREASED
Shares40,257 from 12,879
Change+27,378 (+213%)
Value$6.3M (+$4.3M)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
INCREASED
Shares37,459 from 36,464
Change+995 (+3%)
Value$5.9M (+$136.1K)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares36,595 from 37,121
Change-526 (-1%)
Value$5.8M (-$104.1K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares35,581 from 34,052
Change+1,529 (+4%)
Value$5.6M (+$221.6K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares33,000 from 26,881
Change+6,119 (+23%)
Value$5.2M (+$949.5K)
Filed 2026-10-30
Braeburn Wealth Management LLC
INCREASED
Shares31,796 from 22,249
Change+9,547 (+43%)
Value$5.0M (+$1.5M)
Filed 2026-10-15
Letko, Brosseau & Associates Inc
UNCHANGED
Shares30,825 from 30,825
Change0 (0%)
Value$4.9M (-$17.6K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares30,116 from 24,605
Change+5,511 (+22%)
Value$4.7M (+$854.9K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares29,932 from 25,660
Change+4,272 (+17%)
Value$4.7M (+$659.1K)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares29,480 from 27,694
Change+1,786 (+6%)
Value$4.6M (+$265.8K)
Filed 2026-10-29
Founders Financial Securities LLC
DECREASED
Shares29,034 from 33,424
Change-4,390 (-13%)
Value$4.6M (-$711.3K)
Filed 2026-10-28
Kercheville Advisors, LLC
INCREASED
Shares28,304 from 24,795
Change+3,509 (+14%)
Value$4.5M (+$539.2K)
Filed 2026-10-19
Capital Investment Counsel, Inc
DECREASED
Shares28,115 from 29,740
Change-1,625 (-5%)
Value$4.4M (-$273.2K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares27,853 from 5,265
Change+22,588 (+429%)
Value$4.3M (+$3.5M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares27,226 from 19,930
Change+7,296 (+37%)
Value$4.3M (+$1.1M)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares26,910 from 27,957
Change-1,047 (-4%)
Value$4.2M (-$181.1K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares26,409 from 23,790
Change+2,619 (+11%)
Value$4.2M (+$399.4K)
Filed 2026-10-14
Absolute Capital Management, LLC
DECREASED
Shares25,210 from 26,029
Change-819 (-3%)
Value$4.0M (-$144.0K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares25,184 from 1,188
Change+23,996 (+2020%)
Value$4.0M (+$3.8M)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares24,831 from 17,142
Change+7,689 (+45%)
Value$3.9M (+$1.2M)
Filed 2026-10-29
Hartline Investment Corp/
INCREASED
Shares23,635 from 14,577
Change+9,058 (+62%)
Value$3.7M (+$1.4M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares23,623 from 17,756
Change+5,867 (+33%)
Value$3.7M (+$915.0K)
Filed 2026-10-30
111 Capital
INCREASED
Shares22,369 from 21,034
Change+1,335 (+6%)
Value$3.5M (+$198.5K)
Filed 2026-11-03
Verity Asset Management, Inc.
DECREASED
Shares22,306 from 22,564
Change-258 (-1%)
Value$3.5M (-$53.5K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares22,189 from 21,192
Change+997 (+5%)
Value$3.5M (+$145.1K)
Filed 2026-10-16
Highland Capital Management, LLC
DECREASED
Shares22,003 from 22,940
Change-937 (-4%)
Value$3.5M (-$160.8K)
Filed 2026-10-26
Sage Capital Management, LLC
UNCHANGED
Shares21,992 from 21,992
Change0 (0%)
Value$3.5M (-$12.5K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares21,817 from 2,377
Change+19,440 (+818%)
Value$3.4M (+$3.1M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares21,640 from 21,541
Change+99 (+0%)
Value$3.4M (+$3.3K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares21,035 from 20,658
Change+377 (+2%)
Value$3.3M (+$47.7K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares20,786 from 19,409
Change+1,377 (+7%)
Value$3.3M (+$206.1K)
Filed 2026-10-28
Breakwater Capital Group
INCREASED
Shares20,157 from 19,656
Change+501 (+3%)
Value$3.2M (+$67.7K)
Filed 2026-10-09
Great Diamond Partners, LLC
INCREASED
Shares19,820 from 19,315
Change+505 (+3%)
Value$3.1M (+$68.6K)
Filed 2026-10-13
Amitell Capital Pte Ltd
UNCHANGED
Shares19,773 from 19,773
Change0 (0%)
Value$3.1M (-$11.3K)
Filed 2026-11-02
Level Four Advisory Services, LLC
INCREASED
Shares19,657 from 5,365
Change+14,292 (+266%)
Value$3.1M (+$2.3M)
Filed 2026-11-06
Nkcfo LLC
INCREASED
Shares19,500 from 8,900
Change+10,600 (+119%)
Value$3.1K (-$1.4M)
Filed 2026-11-04
Y.D. More Investments Ltd
INCREASED
Shares19,500 from 12,500
Change+7,000 (+56%)
Value$3.1M (+$1.1M)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares19,275 from 19,133
Change+142 (+1%)
Value$3.0M (+$11.4K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares19,221 from 6,499
Change+12,722 (+196%)
Value$3.0M (+$2.0M)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares19,218 from 14,370
Change+4,848 (+34%)
Value$3.0M (+$756.2K)
Filed 2026-10-23
Avalon Capital Management
INCREASED
Shares19,086 from 18,523
Change+563 (+3%)
Value$3.0M (+$78.2K)
Filed 2026-11-04
Staley Capital Advisers Inc
DECREASED
Shares19,075 from 19,220
Change-145 (-1%)
Value$3.0M (-$33.8K)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares18,597 from 794,579
Change-775,982 (-98%)
Value$2.9M (-$122.8M)
Filed 2026-10-28
Argyle Capital Partners, LLC
DECREASED
Shares18,364 from 18,791
Change-427 (-2%)
Value$2.9M (-$78.1K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares18,343 from 2,332
Change+16,011 (+687%)
Value$2.9M (+$2.5M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares18,339 from 17,750
Change+589 (+3%)
Value$2.9M (+$82.8K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares18,028 from 11,767
Change+6,261 (+53%)
Value$2.8M (+$949.8K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares17,445 from 16,333
Change+1,112 (+7%)
Value$2.8M (+$166.0K)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
DECREASED
Shares17,161 from 18,682
Change-1,521 (-8%)
Value$2.7M (-$250.5K)
Filed 2026-10-29
Meridian Investment Counsel Inc.
DECREASED
Shares17,108 from 20,053
Change-2,945 (-15%)
Value$2.7M (-$475.8K)
Filed 2026-10-14
Bank of New Hampshire
INCREASED
Shares16,961 from 8,680
Change+8,281 (+95%)
Value$2.7M (+$1.3M)
Filed 2026-10-06
Banque Pictet & CIE SA
DECREASED
Shares16,770 from 53,821
Change-37,051 (-69%)
Value$2.6M (-$5.9M)
Filed 2026-10-16
Innovative Advisory Group, LLC
INCREASED
Shares16,357 from 6,998
Change+9,359 (+134%)
Value$2.6M (+$1.5M)
Filed 2026-10-13
Wespac Advisors SoCal, LLC
INCREASED
Shares16,270 from 14,614
Change+1,656 (+11%)
Value$2.6M (+$252.8K)
Filed 2026-10-13
Continental Advisors LLC
DECREASED
Shares16,200 from 17,200
Change-1,000 (-6%)
Value$2.6M (-$167.5K)
Filed 2026-10-13
GFS Advisors, LLC
INCREASED
Shares15,705 from 15,222
Change+483 (+3%)
Value$2.5M (+$2.5M)
Filed 2026-11-03
Kassira Wealth Management LLC
DECREASED
Shares15,555 from 15,617
Change-62 (0%)
Value$2.5M (-$18.7K)
Filed 2026-10-28
Duncker Streett & Co Inc
NEW
Shares15,359
Change+15,359
Value$2.4M
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares14,913 from 496,739
Change-481,826 (-97%)
Value$2.4M (-$76.3M)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
INCREASED
Shares14,548 from 14,120
Change+428 (+3%)
Value$2.3M (+$59.5K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares14,216 from 21,878
Change-7,662 (-35%)
Value$2.2M (-$1.2M)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares14,213 from 13,977
Change+236 (+2%)
Value$2.2M (+$29.2K)
Filed 2026-10-29
Investment Research Partners LLC
DECREASED
Shares14,072 from 14,325
Change-253 (-2%)
Value$2.2M (-$48.1K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares14,044 from 11,275
Change+2,769 (+25%)
Value$2.2M (+$430.2K)
Filed 2026-10-15
LJI Wealth Management, LLC
DECREASED
Shares13,755 from 13,780
Change-25 (0%)
Value$2.2M (-$11.8K)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
INCREASED
Shares13,404 from 13,212
Change+192 (+1%)
Value$2.1M (+$22.7K)
Filed 2026-11-03
Worth Asset Management, LLC
DECREASED
Shares13,173 from 13,431
Change-258 (-2%)
Value$2.1M (-$48.3K)
Filed 2026-10-07
Sigma Planning Corp
INCREASED
Shares13,077 from 2,090
Change+10,987 (+526%)
Value$2.1M (+$1.7M)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares12,961 from 15,529
Change-2,568 (-17%)
Value$2.0M (-$413.8K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares12,907 from 2,260
Change+10,647 (+471%)
Value$2.0M (+$1.7M)
Filed 2026-10-20
Parcion Private Wealth LLC
UNCHANGED
Shares12,871 from 12,871
Change0 (0%)
Value$2.0M (-$7.3K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares12,837 from 12,243
Change+594 (+5%)
Value$2.0M (+$86.7K)
Filed 2026-10-13
Nvwm, LLC
DECREASED
Shares12,753 from 12,931
Change-178 (-1%)
Value$2.0M (-$35.4K)
Filed 2026-10-14
Pinnacle Associates LTD
UNCHANGED
Shares12,566 from 12,566
Change0 (0%)
Value$2.0M (-$7.2K)
Filed 2026-10-20
Biltmore Family Office, LLC
INCREASED
Shares12,487 from 12,470
Change+17 (+0%)
Value$2.0M (-$4.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares12,196 from 10,426
Change+1,770 (+17%)
Value$1.9M (+$273.1K)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares11,553 from 4,471
Change+7,082 (+158%)
Value$1.8M (+$1.1M)
Filed 2026-10-16
PFG Advisors
NEW
Shares11,480
Change+11,480
Value$1.8M
Filed 2026-10-16
RPG Investment Advisory, LLC
DECREASED
Shares11,190 from 23,196
Change-12,006 (-52%)
Value$1.8M (-$1.9M)
Filed 2026-10-21
Financial Management Professionals, Inc.
DECREASED
Shares11,025 from 12,000
Change-975 (-8%)
Value$1.7M (-$160.6K)
Filed 2026-10-23
Legacy Bridge, LLC
DECREASED
Shares10,813 from 10,933
Change-120 (-1%)
Value$1.7M (-$25.2K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED
Shares10,804 from 7,100
Change+3,704 (+52%)
Value$1.7M (+$580.0K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares10,728 from 10,630
Change+98 (+1%)
Value$1.7M (+$9.4K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares10,541 from 9,709
Change+832 (+9%)
Value$1.7M (+$125.7K)
Filed 2026-10-08
Institute for Wealth Management, Llc.
DECREASED
Shares10,493 from 10,818
Change-325 (-3%)
Value$1.7M (-$57.5K)
Filed 2026-11-06
Firethorn Wealth Partners, LLC
INCREASED
Shares10,378 from 10,207
Change+171 (+2%)
Value$1.6M (+$21.0K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares10,283 from 7,753
Change+2,530 (+33%)
Value$1.6M (+$394.5K)
Filed 2026-11-04
Washington Growth Strategies LLC
UNCHANGED
Shares10,268 from 10,268
Change0 (0%)
Value$1.6M (-$5.9K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares10,113 from 55,833
Change-45,720 (-82%)
Value$1.6M (-$7.2M)
Filed 2026-10-16
Shelton Wealth Management, LLC
INCREASED
Shares10,084 from 9,204
Change+880 (+10%)
Value$1.6M (+$133.5K)
Filed 2026-10-16
CVS Health Corp
NEW
Shares10,000
Change+10,000
Value$1.6M
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares9,844 from 79,817
Change-69,973 (-88%)
Value$1.5M (-$11.1M)
Filed 2026-10-13
Stephen J. Garry & Associates, LLC
INCREASED
Shares9,578 from 9,215
Change+363 (+4%)
Value$1.5M (+$52.0K)
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED
Shares9,542 from 10,667
Change-1,125 (-11%)
Value$1.4M (-$241.1K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,446 from 8,967
Change+479 (+5%)
Value$1.5M (+$70.4K)
Filed 2026-11-05
180 Wealth Advisors, LLC
DECREASED
Shares9,306 from 9,608
Change-302 (-3%)
Value$1.5M (-$53.1K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares9,283 from 8,408
Change+875 (+10%)
Value$1.5M (+$133.2K)
Filed 2026-10-26
Cornerstone Enterprises, LLC
NEW
Shares9,262
Change+9,262
Value$1.5M
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares9,257 from 8,860
Change+397 (+4%)
Value$1.5M (+$57.6K)
Filed 2026-11-06
Deltec Asset Management LLC
DECREASED
Shares9,000 from 14,000
Change-5,000 (-36%)
Value$1.4M (-$796.4K)
Filed 2026-10-26
Investment Management Corp
INCREASED
Shares8,927 from 8,603
Change+324 (+4%)
Value$1.4M (+$46.3K)
Filed 2026-11-03
Congress Park Capital LLC
INCREASED
Shares8,890 from 5,585
Change+3,305 (+59%)
Value$1.4M (+$517.9K)
Filed 2026-10-13
Invested Advisors
INCREASED
Shares8,730 from 8,717
Change+13 (+0%)
Value$1.4M (-$2.9K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares8,659 from 8,176
Change+483 (+6%)
Value$1.4M (+$71.5K)
Filed 2026-11-04
Byrne Asset Management LLC
INCREASED
Shares8,521 from 8,413
Change+108 (+1%)
Value$1.3M (-$14.8K)
Filed 2026-10-06
Buck Wealth Strategies, LLC
INCREASED
Shares8,495 from 4,534
Change+3,961 (+87%)
Value$1.3M (+$622.0K)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares8,477 from 8,477
Change0 (0%)
Value$1.3M (-$4.8K)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares8,446 from 7,116
Change+1,330 (+19%)
Value$1.3M (+$205.8K)
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares8,400 from 9,891
Change-1,491 (-15%)
Value$1.3M (-$240.8K)
Filed 2026-11-05
Jessup Wealth Management, Inc
DECREASED
Shares8,213 from 9,672
Change-1,459 (-15%)
Value$1.3M (-$235.6K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares8,159 from 16,038
Change-7,879 (-49%)
Value$1.3M (-$1.3M)
Filed 2026-10-22
Americana Partners, LLC
INCREASED
Shares8,080 from 7,990
Change+90 (+1%)
Value$1.3M (+$9.6K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares8,058 from 7,924
Change+134 (+2%)
Value$1.3M (+$16.5K)
Filed 2026-10-23
Viewpoint Capital Management LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.3M (-$4.6K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares7,999 from 8,406
Change-407 (-5%)
Value$1.3M (-$69.0K)
Filed 2026-10-29
Cdkv Holdings LLC
DECREASED
Shares7,985 from 8,047
Change-62 (-1%)
Value$1.3M (-$14.3K)
Filed 2026-10-28
Valley National Advisers Inc
DECREASED
Shares7,954 from 8,627
Change-673 (-8%)
Value$1.3M (-$111.0K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,917 from 8,694
Change-777 (-9%)
Value$1.2M (-$127.5K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares7,862 from 8,162
Change-300 (-4%)
Value$1.2M (-$52.0K)
Filed 2026-10-14
Larry Mathis Financial Planning, LLC
DECREASED
Shares7,785 from 11,063
Change-3,278 (-30%)
Value$1.2M (-$523.2K)
Filed 2026-10-26
Prudent Man Advisors, LLC
INCREASED
Shares7,740 from 7,395
Change+345 (+5%)
Value$1.2M (+$50.2K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares7,709 from 6,409
Change+1,300 (+20%)
Value$1.2M (+$201.3K)
Filed 2026-11-03
Wealth Management Partners, LLC
INCREASED
Shares7,652 from 5,946
Change+1,706 (+29%)
Value$1.2M (+$265.6K)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares7,648 from 7,372
Change+276 (+4%)
Value$1.2M (+$39.3K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares7,642 from 5,018
Change+2,624 (+52%)
Value$1.2M (+$446.6K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
INCREASED
Shares7,538 from 7,330
Change+208 (+3%)
Value$1.2M (+$28.6K)
Filed 2026-10-28
Basso Capital Management, L.P.
UNCHANGED
Shares7,514 from 7,514
Change0 (0%)
Value$1.2M (-$4.3K)
Filed 2026-10-30
Canton Hathaway, LLC
INCREASED
Shares7,475 from 6,645
Change+830 (+12%)
Value$1.2M (+$127.1K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED
Shares7,182 from 7,182
Change0 (0%)
Value$1.1M (-$74.6K)
Filed 2026-10-26
Savant Capital, LLC
DECREASED
Shares7,089 from 7,286
Change-197 (-3%)
Value$1.1M (+$18.6K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares7,039 from 6,059
Change+980 (+16%)
Value$1.1M (+$151.1K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
INCREASED
Shares6,823 from 6,812
Change+11 (+0%)
Value$1.1M (-$2.1K)
Filed 2026-10-15
Old National Bancorp
INCREASED
Shares6,822 from 5,669
Change+1,153 (+20%)
Value$1.1M (+$178.6K)
Filed 2026-10-20
Sharper & Granite LLC
INCREASED
Shares6,789 from 6,266
Change+523 (+8%)
Value$867.2K (-$124.4K)
Filed 2026-11-02
Evergreen Capital Management LLC
UNCHANGED
Shares6,686 from 6,686
Change0 (0%)
Value$1.1M (-$3.8K)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares6,638 from 6,639
Change-1 (0%)
Value$1.0M (-$3.9K)
Filed 2026-10-30
Ibex Wealth Advisors
DECREASED
Shares6,611 from 7,155
Change-544 (-8%)
Value$1.0M (-$89.7K)
Filed 2026-11-06
Vigilare Wealth Management
NEW
Shares6,430
Change+6,430
Value$1.0M
Filed 2026-10-29
TCP Asset Management, LLC
UNCHANGED
Shares6,293 from 6,293
Change0 (0%)
Value$971.8K (-$24.1K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares6,206 from 5,986
Change+220 (+4%)
Value$978.6K (+$31.3K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares6,193 from 6,835
Change-642 (-9%)
Value$976.5K (-$105.1K)
Filed 2026-11-05
Shepherd Financial Partners LLC
DECREASED
Shares6,168 from 6,184
Change-16 (0%)
Value$972.5K (-$6.1K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares6,165 from 7,063
Change-898 (-13%)
Value$972.1K (-$145.7K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares6,129 from 4,209
Change+1,920 (+46%)
Value$966.4K (+$300.3K)
Filed 2026-11-03
Pictet North America Advisors SA
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$949.2K (-$3.4K)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
DECREASED
Shares6,000 from 31,985
Change-25,985 (-81%)
Value$946.1K (-$4.1M)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares6,000 from 3,900
Change+2,100 (+54%)
Value$946.1K (+$328.9K)
Filed 2026-11-03
Gruss & Co., LLC
INCREASED
Shares6,000 from 5,000
Change+1,000 (+20%)
Value$946.1K (+$154.8K)
Filed 2026-11-02
Capital Management Associates
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$946.1K (-$3.4K)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares5,950 from 6,150
Change-200 (-3%)
Value$938.2K (-$35.0K)
Filed 2026-11-02
Avail Investment Partners, LLC
DECREASED
Shares5,948 from 6,104
Change-156 (-3%)
Value$937.9K (-$28.1K)
Filed 2026-10-16
Solstein Capital, LLC
INCREASED
Shares5,918 from 5,848
Change+70 (+1%)
Value$933.2K (+$7.8K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares5,822 from 6,640
Change-818 (-12%)
Value$918.0K (-$132.7K)
Filed 2026-11-03
Fell Capital Management
DECREASED
Shares5,775 from 6,075
Change-300 (-5%)
Value$910.6K (-$50.8K)
Filed 2026-10-09
Summit Securities Group LLC
NEW
Shares5,724
Change+5,724
Value$902.6K
Filed 2026-11-05
McGuire Investment Group, LLC
INCREASED
Shares5,678 from 5,618
Change+60 (+1%)
Value$895.3K (+$6.3K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares5,595 from 5,645
Change-50 (-1%)
Value$882.2K (-$11.1K)
Filed 2026-10-26
CWC Advisors, Llc.
INCREASED
Shares5,540 from 5,499
Change+41 (+1%)
Value$873.5K (+$3.3K)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
DECREASED
Shares5,500 from 8,000
Change-2,500 (-31%)
Value$867 (-$1.3M)
Filed 2026-11-05
Finivi Inc.
INCREASED
Shares5,500 from 5,302
Change+198 (+4%)
Value$867.2K (+$28.2K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares5,406 from 6,448
Change-1,042 (-16%)
Value$802.3K (-$184.4K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares5,296 from 6,024
Change-728 (-12%)
Value$835.1K (-$118.3K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares5,286 from 2,691
Change+2,595 (+96%)
Value$833.5K (+$407.6K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares5,225 from 5,003
Change+222 (+4%)
Value$823.9K (+$32.2K)
Filed 2026-10-28
Sage Investment Advisers LLC
NEW
Shares5,180
Change+5,180
Value$816.8K
Filed 2026-10-21
Andrew Hill Investment Advisors, Inc.
NEW
Shares5,159
Change+5,159
Value$813.5K
Filed 2026-10-22
Millennium Capital Advisors, LLC
INCREASED
Shares5,093 from 4,892
Change+201 (+4%)
Value$803.0K (+$28.7K)
Filed 2026-10-16
Point Windward Advisors Inc.
DECREASED
Shares5,082 from 5,132
Change-50 (-1%)
Value$801.3K (-$10.8K)
Filed 2026-11-06
WealthTrust Asset Management, LLC
NEW
Shares5,059
Change+5,059
Value$797.8K
Filed 2026-10-22
BigSur Wealth Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$788.4K (-$2.9K)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares4,900 from 5,100
Change-200 (-4%)
Value$748.6K (-$18.8K)
Filed 2026-10-22
Torrey Growth & Income Advisors
NEW
Shares4,856
Change+4,856
Value$765.3K
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares4,757 from 5,081
Change-324 (-6%)
Value$750 (-$803.3K)
Filed 2026-10-22
Jacobi Capital Management LLC
UNCHANGED
Shares4,710 from 4,710
Change0 (0%)
Value$742.7K (-$2.7K)
Filed 2026-11-05
Titleist Asset Management, LLC
DECREASED
Shares4,661 from 5,016
Change-355 (-7%)
Value$735.0K (-$58.8K)
Filed 2026-10-08
Wedmont Private Capital
NEW
Shares4,579
Change+4,579
Value$683.6K
Filed 2026-10-09
Alpha Wealth Funds, LLC
DECREASED
Shares4,544 from 4,612
Change-68 (-1%)
Value$716.5K (-$13.4K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares4,502 from 2,044
Change+2,458 (+120%)
Value$709.9K (+$386.4K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$709.6K (-$2.6K)
Filed 2026-10-23
Chesley Taft & Associates LLC
INCREASED
Shares4,475 from 4,230
Change+245 (+6%)
Value$705.6K (+$36.2K)
Filed 2026-10-13
Chung Wu Investment Group, LLC
INCREASED
Shares4,430 from 3,300
Change+1,130 (+34%)
Value$698.5K (+$176.3K)
Filed 2026-11-03
Elm3 Financial Group, LLC
INCREASED
Shares4,407 from 2,663
Change+1,744 (+65%)
Value$694.9K (+$273.4K)
Filed 2026-10-07
Ehrlich Financial Group
NEW
Shares4,391
Change+4,391
Value$692.4K
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares4,362 from 4,362
Change0 (0%)
Value$687.8K (-$2.5K)
Filed 2026-10-15
Powell Investment Advisors, LLC
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$669.4K (-$2.4K)
Filed 2026-10-22
Advantage Trust Co
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$669.4K (-$2.4K)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares4,214 from 4,214
Change0 (0%)
Value$664.5K (-$2.4K)
Filed 2026-10-15
Salem Investment Counselors Inc
UNCHANGED
Shares4,176 from 4,176
Change0 (0%)
Value$658.5K (-$2.4K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares4,133 from 4,080
Change+53 (+1%)
Value$620.9K (-$47.7K)
Filed 2026-10-08
Compass Ion Advisors, LLC
INCREASED
Shares3,993 from 3,876
Change+117 (+3%)
Value$629.6K (+$16.2K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares3,938 from 3,535
Change+403 (+11%)
Value$620.9K (+$61.5K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares3,908 from 3,489
Change+419 (+12%)
Value$616.2K (+$64.1K)
Filed 2026-11-04
Montecito Bank & Trust
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$615.0K (-$2.2K)
Filed 2026-10-01
National Wealth Management Group, LLC
NEW
Shares3,861
Change+3,861
Value$608.7K
Filed 2026-10-26
Lmcg Investments, LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$603.1K (-$2.2K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
INCREASED
Shares3,695 from 1,430
Change+2,265 (+158%)
Value$542.4K (+$316.1K)
Filed 2026-10-19
IPG Investment Advisors LLC
DECREASED
Shares3,688 from 5,908
Change-2,220 (-38%)
Value$581.5K (-$353.4K)
Filed 2026-10-30
Midwest Trust Co
INCREASED
Shares3,675 from 1,675
Change+2,000 (+119%)
Value$579.5K (+$314.4K)
Filed 2026-10-22
Whalen Wealth Management Inc.
DECREASED
Shares3,610 from 11,049
Change-7,439 (-67%)
Value$569.2K (-$1.2M)
Filed 2026-10-08
King Luther Capital Management Corp
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$567.6K (-$2.1K)
Filed 2026-11-05
Chatham Capital Group, Inc.
INCREASED
Shares3,573 from 3,153
Change+420 (+13%)
Value$563.4K (+$64.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$555.0K (-$2.0K)
Filed 2026-11-03
Bochk Asset Management Ltd
NEW
Shares3,500
Change+3,500
Value$551.9K
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
NEW
Shares3,430
Change+3,430
Value$540.8K
Filed 2026-10-14
Greystone Financial Group, LLC
DECREASED
Shares3,400 from 3,482
Change-82 (-2%)
Value$536.2K (-$14.8K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares3,326 from 3,003
Change+323 (+11%)
Value$524 (-$474.5K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$516.1K (-$1.9K)
Filed 2026-10-09
Financial Partners Group, Inc
INCREASED
Shares3,251 from 2,560
Change+691 (+27%)
Value$512.6K (+$107.5K)
Filed 2026-10-19
Doliver Advisors, LP
INCREASED
Shares3,232 from 3,082
Change+150 (+5%)
Value$509.6K (+$21.9K)
Filed 2026-10-01
Investment Partners, Ltd.
INCREASED
Shares3,215 from 1,591
Change+1,624 (+102%)
Value$507.0K (+$255.2K)
Filed 2026-10-29
Interchange Capital Partners, LLC
DECREASED
Shares3,124 from 3,297
Change-173 (-5%)
Value$492.6K (-$29.2K)
Filed 2026-10-28
Warner Financial, Inc
INCREASED
Shares3,084 from 3,023
Change+61 (+2%)
Value$486.4K (+$8.0K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
DECREASED
Shares3,066 from 3,909
Change-843 (-22%)
Value$483.4K (-$135.2K)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares3,057 from 3,083
Change-26 (-1%)
Value$482.0K (-$5.9K)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
UNCHANGED
Shares3,019 from 3,019
Change0 (0%)
Value$476.0K (-$1.7K)
Filed 2026-10-20
Kazazian Asset Management, LLC
DECREASED
Shares3,000 from 4,000
Change-1,000 (-25%)
Value$473.0K (-$160.0K)
Filed 2026-11-02
KTF Investments, LLC
DECREASED
Shares2,999 from 3,104
Change-105 (-3%)
Value$472.9K (-$18.3K)
Filed 2026-10-23
Trademark Financial Management, LLC
DECREASED
Shares2,953 from 3,120
Change-167 (-5%)
Value$465.6K (-$28.1K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
INCREASED
Shares2,905 from 2,772
Change+133 (+5%)
Value$446.7K (+$8.0K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares2,849 from 2,128
Change+721 (+34%)
Value$449.2K (+$112.5K)
Filed 2026-10-23
Dutch Asset Corp
DECREASED
Shares2,848 from 3,773
Change-925 (-25%)
Value$449.1K (-$148.0K)
Filed 2026-10-20
Global Financial Private Client, LLC
INCREASED
Shares2,803 from 2,735
Change+68 (+2%)
Value$442.0K (+$9.2K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$441.5K (-$1.6K)
Filed 2026-11-03
Friedenthal Financial
INCREASED
Shares2,795 from 1,805
Change+990 (+55%)
Value$440.7K (+$155.1K)
Filed 2026-10-27
Rinkey Investments
INCREASED
Shares2,774 from 1,828
Change+946 (+52%)
Value$936.4K (+$647.2K)
Filed 2026-10-28
Parsons Capital Management Inc
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$434.4K (-$1.6K)
Filed 2026-10-28
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares2,751 from 2,751
Change0 (0%)
Value$429.7K (-$5.7K)
Filed 2026-10-09
Vestor Capital, LLC
INCREASED
Shares2,737 from 422
Change+2,315 (+549%)
Value$257 (+$185)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares2,725 from 2,504
Change+221 (+9%)
Value$429.7K (+$33.4K)
Filed 2026-11-06
Arnold Financial Planning LLC
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$428.6K (-$1.6K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares2,651 from 2,265
Change+386 (+17%)
Value$389.1K (+$30.7K)
Filed 2026-10-15
Sherman Asset Management, Inc.
DECREASED
Shares2,638 from 2,652
Change-14 (-1%)
Value$416.0K (-$3.7K)
Filed 2026-11-05
Castleview Partners, LLC
INCREASED
Shares2,594 from 1,602
Change+992 (+62%)
Value$409.0K (+$155.5K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
INCREASED
Shares2,590 from 2,540
Change+50 (+2%)
Value$408.4K (+$6.4K)
Filed 2026-11-06
Demars Financial Group, LLC
INCREASED
Shares2,584 from 2,554
Change+30 (+1%)
Value$407.4K (+$3.3K)
Filed 2026-10-22
Poehling Capital Management, Inc.
DECREASED
Shares2,579 from 2,585
Change-6 (0%)
Value$406.7K (-$2.4K)
Filed 2026-10-20
Ellis Investment Partners, LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$403.8K (-$1.5K)
Filed 2026-10-21
Waystone Advisors LLC
DECREASED
Shares2,548 from 2,592
Change-44 (-2%)
Value$403.2K (-$7.0K)
Filed 2026-10-16
Seelaus Asset Management LLC
DECREASED
Shares2,533 from 2,895
Change-362 (-12%)
Value$399.4K (-$58.7K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares2,513 from 2,386
Change+127 (+5%)
Value$396.3K (+$18.7K)
Filed 2026-10-23
South Shore Capital Advisors
NEW
Shares2,500
Change+2,500
Value$394.2K
Filed 2026-10-20
Blueline Advisors LLC
INCREASED
Shares2,491 from 2,130
Change+361 (+17%)
Value$392.7K (+$55.7K)
Filed 2026-10-15
MMA Asset Management LLC
DECREASED
Shares2,442 from 2,502
Change-60 (-2%)
Value$385.0K (-$10.9K)
Filed 2026-11-02
Auour Investments LLC
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$382.4K (-$1.4K)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED
Shares2,424 from 2,515
Change-91 (-4%)
Value$349.8K (-$63.3K)
Filed 2026-10-28
Courier Capital LLC
DECREASED
Shares2,397 from 2,485
Change-88 (-4%)
Value$378.0K (-$15.3K)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares2,379
Change+2,379
Value$378
Filed 2026-10-02
Aries Wealth Management
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$372.1K (-$1.3K)
Filed 2026-10-23
Covenant Asset Management, LLC
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$369.4K (-$1.3K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares2,341 from 2,324
Change+17 (+1%)
Value$369.1K (+$1.3K)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares2,326 from 1,464
Change+862 (+59%)
Value$366.8K (+$135.1K)
Filed 2026-10-19
Missouri Trust & Investment Co
INCREASED
Shares2,325 from 2,275
Change+50 (+2%)
Value$366.6K (+$32.2K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares2,312 from 2,507
Change-195 (-8%)
Value$364.6K (-$32.2K)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$358.2K (-$1.3K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
DECREASED
Shares2,245 from 2,252
Change-7 (0%)
Value$354.0K (-$2.4K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares2,239 from 2,231
Change+8 (+0%)
Value$353.1K (-$10)
Filed 2026-11-04
Harmony Asset Management LLC
NEW
Shares2,230
Change+2,230
Value$351.6K
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares2,229 from 2,673
Change-444 (-17%)
Value$351.5K (-$71.5K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED
Shares2,229 from 2,252
Change-23 (-1%)
Value$351.5K (-$4.9K)
Filed 2026-10-22
Florida Trust Wealth Management Co
UNCHANGED
Shares2,151 from 2,151
Change0 (0%)
Value$339.2K (-$1.2K)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares2,138 from 1,289
Change+849 (+66%)
Value$337.1K (+$133.1K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares2,113 from 2,098
Change+15 (+1%)
Value$333.1K (+$1.1K)
Filed 2026-10-15
WBH Advisory Inc
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$328.0K (-$1.2K)
Filed 2026-11-05
Carson Advisory Inc.
INCREASED
Shares2,076 from 1,531
Change+545 (+36%)
Value$327.3K (+$85.1K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares2,066 from 1,599
Change+467 (+29%)
Value$325.7K (+$72.7K)
Filed 2026-10-29
Overbrook Management Corp
NEW
Shares2,050
Change+2,050
Value$323.2K
Filed 2026-10-08
Waterfront Wealth Inc.
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$313.3K (-$11.2K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
DECREASED
Shares2,018 from 2,077
Change-59 (-3%)
Value$318.2K (-$10.5K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
NEW
Shares2,010
Change+2,010
Value$316.9K
Filed 2026-10-08
Sloy Dahl & Holst, LLC
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$316.6K (-$1.1K)
Filed 2026-10-14
Financial Council, LLC
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$316.6K (-$1.1K)
Filed 2026-11-02
Richwood Investment Advisors, LLC
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$316.0K (-$1.1K)
Filed 2026-10-30
Tctc Holdings, LLC
UNCHANGED
Shares2,003 from 2,003
Change0 (0%)
Value$315.8K (-$1.1K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$311.3K (+$14.2K)
Filed 2026-10-19
Macroview Investment Management LLC
DECREASED
Shares1,929 from 2,204
Change-275 (-12%)
Value$304.2K (-$44.7K)
Filed 2026-10-26
Sonata Capital Group Inc
INCREASED
Shares1,925 from 1,750
Change+175 (+10%)
Value$303.5K (+$26.6K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,919 from 1,574
Change+345 (+22%)
Value$302.6K (+$53.5K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,916 from 2,776
Change-860 (-31%)
Value$302.1K (-$137.2K)
Filed 2026-10-15
Fulcrum Equity Management
NEW
Shares1,896
Change+1,896
Value$298.9K
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares1,875 from 1,758
Change+117 (+7%)
Value$295.7K (+$17.4K)
Filed 2026-11-06
Maltin Wealth Management, Inc.
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$294.8K (-$1.1K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares1,852 from 1,688
Change+164 (+10%)
Value$292.0K (+$24.9K)
Filed 2026-10-16
Guardian Asset Advisors, LLC
INCREASED
Shares1,850 from 1,380
Change+470 (+34%)
Value$291.7K (+$73.3K)
Filed 2026-10-16
United Advisor Group, LLC
NEW
Shares1,835
Change+1,835
Value$289.3K
Filed 2026-11-03
Cornerstone Planning, LLC
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$290.2K ($0)
Filed 2026-10-27
KPP Advisory Services LLC
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$288.6K (-$1.0K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares1,825 from 1,850
Change-25 (-1%)
Value$287.8K (-$5.0K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$286.8K (-$1.0K)
Filed 2026-10-26
Arlington Financial Advisors, LLC
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$285.2K (-$1.0K)
Filed 2026-10-19
Sugar Maple Asset Management, LLC
NEW
Shares1,805
Change+1,805
Value$284.6K
Filed 2026-10-13
Bricktown Capital, LLC
NEW
Shares1,800
Change+1,800
Value$283.8K
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares1,794 from 1,539
Change+255 (+17%)
Value$277.1K (+$36.3K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares1,770 from 1,425
Change+345 (+24%)
Value$279.2K (+$53.7K)
Filed 2026-10-19
Genesee Capital Advisors, LLC
INCREASED
Shares1,730 from 1,269
Change+461 (+36%)
Value$272.7K (+$72.0K)
Filed 2026-10-20
Diversified Trust Co
DECREASED
Shares1,725 from 5,726
Change-4,001 (-70%)
Value$272.0K (-$634.1K)
Filed 2026-11-06
Sightline Wealth Advisors, LLC
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$270.4K (-$978)
Filed 2026-10-21
Glenview Trust Co
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$269.8K (-$976)
Filed 2026-10-28
Arrow Financial Corp
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$267.4K (-$967)
Filed 2026-10-26
Brick & Kyle, Associates
NEW
Shares1,693
Change+1,693
Value$267.0K
Filed 2026-11-05
Register Financial Advisors LLC
DECREASED
Shares1,687 from 1,695
Change-8 (0%)
Value$266.0K (-$2.2K)
Filed 2026-10-23
KRS Capital Management, LLC
UNCHANGED
Shares1,683 from 1,683
Change0 (0%)
Value$265.5K (-$959)
Filed 2026-10-16
Clearstead Advisors, LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$265.1K (-$958)
Filed 2026-11-06
AFG Fiduciary Services Limited Partnership
DECREASED
Shares1,674 from 1,856
Change-182 (-10%)
Value$245.7K (-$52.1K)
Filed 2026-10-21
Crestwood Advisors Group, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$261.7K (-$946)
Filed 2026-10-27
Quantum Financial Partners LLC
INCREASED
Shares1,616 from 1,568
Change+48 (+3%)
Value$254.8K (+$6.7K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
NEW
Shares1,609
Change+1,609
Value$240.6K
Filed 2026-10-27
Sterling Investment Counsel, LLC
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$252.1K (-$913)
Filed 2026-10-19
Princeton Global Asset Management LLC
DECREASED
Shares1,595 from 1,616
Change-21 (-1%)
Value$251.5K (-$4.2K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares1,595 from 1,585
Change+10 (+1%)
Value$251.5K (+$674)
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares1,577 from 1,371
Change+206 (+15%)
Value$248.7K (+$31.7K)
Filed 2026-10-14
Bison Wealth, LLC
INCREASED
Shares1,575 from 1,528
Change+47 (+3%)
Value$238.5K (-$7.3K)
Filed 2026-10-13
Granite FO LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$244.4K (-$884)
Filed 2026-10-14
Kingsbury Capital Investment Advisors LLC
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$244.1K (-$882)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares1,547 from 1,597
Change-50 (-3%)
Value$243.9K (-$8.8K)
Filed 2026-10-22
Chiron Capital Management, LLC
DECREASED
Shares1,541 from 1,542
Change-1 (0%)
Value$243.0K (-$1.0K)
Filed 2026-10-15
Guilbault Capital LLC
DECREASED
Shares1,533 from 1,619
Change-86 (-5%)
Value$241.7K (-$14.5K)
Filed 2026-10-28
Citizens National Bank Trust Department
INCREASED
Shares1,530 from 776
Change+754 (+97%)
Value$241.3K (+$118.4K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$238.4K (-$862)
Filed 2026-10-22
Junk Investment Group, LLC
UNCHANGED
Shares1,509 from 1,509
Change0 (0%)
Value$238.0K (-$860)
Filed 2026-10-19
Waldron Private Wealth LLC
NEW
Shares1,506
Change+1,506
Value$237.5K
Filed 2026-11-02
Davis Investment Partners, LLC
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$237.5K (-$858)
Filed 2026-11-05
Vertrix Wealth Management, LLC
INCREASED
Shares1,503 from 1,432
Change+71 (+5%)
Value$237.1K (+$10.4K)
Filed 2026-10-13
Enclave Advisors LLC
NEW
Shares1,502
Change+1,502
Value$236.8K
Filed 2026-10-14
Trust Co of Vermont
INCREASED
Shares1,495 from 1,426
Change+69 (+5%)
Value$235.7K (+$10.1K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$235.4K (-$850)
Filed 2026-10-20
Capital Wealth Alliance, LLC
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$234.9K (-$850)
Filed 2026-10-20
Sound Stewardship, LLC
DECREASED
Shares1,483 from 1,697
Change-214 (-13%)
Value$233.8K (-$34.7K)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares1,468 from 1,318
Change+150 (+11%)
Value$231.4K (+$22.9K)
Filed 2026-10-27
Victory Financial Group, LLC
DECREASED
Shares1,465 from 2,113
Change-648 (-31%)
Value$231.1K (-$103.4K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$229.9K (-$831)
Filed 2026-10-21
GR Financial Group, LLC
INCREASED
Shares1,448 from 1,431
Change+17 (+1%)
Value$228.4K (+$1.9K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares1,435 from 1,270
Change+165 (+13%)
Value$227.1K (+$26.1K)
Filed 2026-11-06
Tempus Wealth Planning, LLC
DECREASED
Shares1,427 from 1,464
Change-37 (-3%)
Value$224.9K (-$6.7K)
Filed 2026-10-14
Fisher Asset Management, LLC
NEW
Shares1,412
Change+1,412
Value$222.7K
Filed 2026-11-06
Adell Harriman & Carpenter Inc
DECREASED
Shares1,412 from 1,464
Change-52 (-4%)
Value$222.7K (-$9.0K)
Filed 2026-11-02
Mitchell Sinkler & Starr
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$220.8K (-$798)
Filed 2026-10-13
Fortitude Family Office, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$220.8K (-$798)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares1,392 from 1,292
Change+100 (+8%)
Value$219.4K (+$15.0K)
Filed 2026-10-28
Grantvest Financial Group LLC
NEW
Shares1,380
Change+1,380
Value$217.6K
Filed 2026-10-21
True North Advisors, LLC
DECREASED
Shares1,380 from 1,515
Change-135 (-9%)
Value$217.6K (-$22.2K)
Filed 2026-10-22
Weaver Consulting Group
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$216.5K (-$783)
Filed 2026-10-07
Investment Management Trust, LLC
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$216.2K (-$781)
Filed 2026-11-05
Diversify Advisory Services, LLC
NEW
Shares1,358
Change+1,358
Value$203.4K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares1,358
Change+1,358
Value$203.4K
Filed 2026-10-20
Plan A Wealth LLC
INCREASED
Shares1,358 from 1,292
Change+66 (+5%)
Value$214.2K (+$9.7K)
Filed 2026-10-08
Andrews Advisory Associates, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$210.2K (-$760)
Filed 2026-10-15
Howard Wealth Management, LLC
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$207.9K (-$752)
Filed 2026-10-28
Essex Bank
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$206.9K (-$748)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$205.8K (-$744)
Filed 2026-10-16
Belvedere Trading LLC
NEW
Shares1,303
Change+1,303
Value$205.5K
Filed 2026-11-05
Indivisible Partners
NEW
Shares1,300
Change+1,300
Value$205.0K
Filed 2026-10-26
Rye Brook Capital LLC
NEW
Shares1,300
Change+1,300
Value$205
Filed 2026-10-07
Heritage Family Offices, LLP
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$205.0K (-$741)
Filed 2026-11-02
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$204.2K (-$738)
Filed 2026-10-13
Sweeney & Michel, LLC
NEW
Shares1,291
Change+1,291
Value$203.6K
Filed 2026-10-16
Peterson Wealth Management
DECREASED
Shares1,290 from 2,118
Change-828 (-39%)
Value$203.4K (-$131.8K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares1,289 from 1,240
Change+49 (+4%)
Value$203.3K (+$7.0K)
Filed 2026-10-08
Willner & Heller, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$202.5K (-$732)
Filed 2026-10-28
Realta Investment Advisors
INCREASED
Shares1,277 from 588
Change+689 (+117%)
Value$201.4K (+$108.3K)
Filed 2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$200.7K (-$726)
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$184.2K (-$666)
Filed 2026-11-02
Oakworth Capital, Inc.
DECREASED
Shares1,124 from 1,524
Change-400 (-26%)
Value$177.2K (-$62.0K)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
DECREASED
Shares1,100 from 2,201
Change-1,101 (-50%)
Value$173.4K (-$174.9K)
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$168.1K (-$608)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$163.1K (-$590)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares826 from 100
Change+726 (+726%)
Value$130.2K (+$114.4K)
Filed 2026-11-05
EPG Wealth Management LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$128.0K (-$463)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares785 from 665
Change+120 (+18%)
Value$123.8K (+$18.5K)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares725
Change+725
Value$114.3K
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
NEW
Shares629
Change+629
Value$99.2K
Filed 2026-10-26
China Universal Asset Management Co., Ltd.
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$95.3K (-$876)
Filed 2026-10-28
Axiom Investment Management LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$95.2K (-$344)
Filed 2026-11-03
City Holding Co
NEW
Shares600
Change+600
Value$94.6K
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$94.6K (-$342)
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$93.8K (-$339)
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$92.9K (-$335)
Filed 2026-10-08
Highline Wealth Partners LLC
NEW
Shares575
Change+575
Value$90.7K
Filed 2026-10-19
Adirondack Trust Co
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$90.7K (-$327)
Filed 2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$84.7K (-$306)
Filed 2026-10-07
Compass Wealth Management LLC
NEW
Shares505
Change+505
Value$79.6K
Filed 2026-10-22
First Bancorp, Inc
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$76.0K (-$275)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$73.2K (-$264)
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares457 from 405
Change+52 (+13%)
Value$72.1K (+$8.0K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
INCREASED
Shares455 from 165
Change+290 (+176%)
Value$71.7K (+$14.0K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$70.3K (-$254)
Filed 2026-10-28
Community Financial Services Group, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$65.4K (-$863)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares417 from 1,194
Change-777 (-65%)
Value$65.7K (-$123.2K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$63.1K (-$228)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$63.1K (-$228)
Filed 2026-10-15
State of Wyoming
NEW
Shares393
Change+393
Value$62.0K
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$60.1K (-$874)
Filed 2026-11-04
Hanson & Doremus Investment Management
DECREASED
Shares383 from 818
Change-435 (-53%)
Value$60 (-$128.9K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares383 from 5
Change+378 (+7560%)
Value$60.4K (+$59.6K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares365 from 332
Change+33 (+10%)
Value$57.6K (+$5.0K)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares361 from 329
Change+32 (+10%)
Value$56.8K (+$4.9K)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$55.5K (-$201)
Filed 2026-10-08
Ascentis Independent Advisors
INCREASED
Shares346 from 151
Change+195 (+129%)
Value$54.6K (+$30.7K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares343 from 93
Change+250 (+269%)
Value$54.1K (+$39.4K)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$54.1K (-$196)
Filed 2026-10-23
CX Institutional
NEW
Shares328
Change+328
Value$52
Filed 2026-10-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$47.7K (-$173)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW
Shares300
Change+300
Value$47.3K
Filed 2026-10-16
Provident Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$47.3K (-$171)
Filed 2026-10-20
Quaker Wealth Management, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$45.9K (-$166)
Filed 2026-10-22
Ramsey Quantitative Systems
DECREASED
Shares290 from 1,000
Change-710 (-71%)
Value$45.7K (-$112.5K)
Filed 2026-10-22
Align Financial, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$39.9K (-$144)
Filed 2026-10-16
First Horizon Corp
NEW
Shares250
Change+250
Value$39.4K
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$39.4K (-$142)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$38.6K (-$140)
Filed 2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$37.8K (-$137)
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares228
Change+228
Value$34.3K
Filed 2026-10-13
Eastern Bank
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$36.0K (-$130)
Filed 2026-10-05
Golden State Wealth Management, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$34.6K (-$125)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares206 from 776
Change-570 (-73%)
Value$32.5K (-$90.3K)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.9K (-$1.2K)
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31.5K (-$114)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares199
Change+199
Value$31.4K
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares194 from 14
Change+180 (+1286%)
Value$30.6K (+$28.4K)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares193 from 161
Change+32 (+20%)
Value$30.5K (+$5.0K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$29.5K (-$107)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares182 from 401
Change-219 (-55%)
Value$28.7K (-$34.8K)
Filed 2026-10-28
Angeles Wealth Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$27.6K (-$100)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$27.6K (-$100)
Filed 2026-11-05
Markowski Investments
NEW
Shares166
Change+166
Value$26.2K
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$25.3K (-$91)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$24.3K (-$88)
Filed 2026-10-26
Bayban
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$23.7K ($0)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$21.3K (-$77)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares115 from 272
Change-157 (-58%)
Value$18.1K (-$24.9K)
Filed 2026-11-03
Addison Advisors LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$18.1K (-$65)
Filed 2026-11-06
United Community Bank
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$18.1K (-$66)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares112 from 52
Change+60 (+115%)
Value$18 (+$10)
Filed 2026-10-30
Maseco LLP
NEW
Shares95
Change+95
Value$15.0K
Filed 2026-10-27
Hartford Financial Management Inc.
DECREASED
Shares94 from 455
Change-361 (-79%)
Value$14.8K (-$57.2K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$14.8K (-$54)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$14.3K (-$53)
Filed 2026-10-23
Security National Bank
NEW
Shares82
Change+82
Value$12.9K
Filed 2026-10-26
IAG Wealth Partners, LLC
NEW
Shares78
Change+78
Value$12.3K
Filed 2026-11-06
10Elms LLP
NEW
Shares73
Change+73
Value$11.5K
Filed 2026-11-06
Morling Financial Advisors, LLC
DECREASED
Shares72 from 228
Change-156 (-68%)
Value$11.4K (-$24.7K)
Filed 2026-10-28
Abound Wealth Management
INCREASED
Shares69 from 57
Change+12 (+21%)
Value$10.9K (+$1.9K)
Filed 2026-10-26
Wagner Wealth Management, LLC
NEW
Shares64
Change+64
Value$10.1K
Filed 2026-10-21
Redwood Park Advisors LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.5K (-$34)
Filed 2026-11-02
Clearstead Trust, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$9.3K (-$33)
Filed 2026-11-06
Asset Dedication, LLC
INCREASED
Shares51 from 15
Change+36 (+240%)
Value$8.0K (+$5.7K)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.9K (-$29)
Filed 2026-10-14
Signature Resources Capital Management, LLC
INCREASED
Shares48 from 41
Change+7 (+17%)
Value$7.6K (+$1.1K)
Filed 2026-10-16
Contravisory Investment Management, Inc.
NEW
Shares46
Change+46
Value$7.3K
Filed 2026-10-13
United Financial Planning Group LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.4K (-$23)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.5K (-$20)
Filed 2026-11-06
Ashton Thomas Securities, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.2K (-$19)
Filed 2026-10-26
Central Pacific Bank - Trust Division
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$5.0K (+$298)
Filed 2026-10-06
Tsfg, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$5 ($0)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares31
Change+31
Value$4.9K
Filed 2026-10-27
Trust Co
NEW
Shares28
Change+28
Value$4.4K
Filed 2026-10-09
Flagship Wealth Advisors, LLC
NEW
Shares25
Change+25
Value$3.9K
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares25
Change+25
Value$3.9K
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares21 from 26
Change-5 (-19%)
Value$3.3K (-$804)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
NEW
Shares17
Change+17
Value$2.7K
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.7K (-$10)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.4K (-$9)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.4K (-$9)
Filed 2026-10-15
Newton One Investments LLC
NEW
Shares8
Change+8
Value$1.3K
Filed 2026-10-14
Clayton Financial Group LLC
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-10-13
Grey Ledge Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$7)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$4)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$4)
Filed 2026-11-03
Goodman Advisory Group, LLC
NEW
Shares6
Change+6
Value$946
Filed 2026-11-02
New Harbor Financial Group, LLC
CLOSED
Shares0 from 146,497
Change-146,497 (-100%)
Value$0 (-$23.2M)
Filed 2026-10-22
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CLOSED
Shares0 from 65,306
Change-65,306 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-29
Q3 Asset Management
CLOSED
Shares0 from 52,918
Change-52,918 (-100%)
Value$0 (-$6.7K)
Filed 2026-11-06
Titiun Yejiel
CLOSED
Shares0 from 24,537
Change-24,537 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-06
Bank Pictet & Cie (Europe) AG
CLOSED
Shares0 from 23,871
Change-23,871 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-20
5th Street Advisors, LLC
CLOSED
Shares0 from 18,911
Change-18,911 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-04
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 15,323
Change-15,323 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-21
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 14,230
Change-14,230 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-15
Advisor OS, LLC
CLOSED
Shares0 from 13,770
Change-13,770 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
VestGen Advisors, LLC
CLOSED
Shares0 from 8,298
Change-8,298 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 7,673
Change-7,673 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
FNY Investment Advisers, LLC
CLOSED
Shares0 from 7,385
Change-7,385 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-16
Blue Jean Financial LLC
CLOSED
Shares0 from 5,776
Change-5,776 (-100%)
Value$0 (-$914.1K)
Filed 2026-10-20
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 4,992
Change-4,992 (-100%)
Value$0 (-$789.9K)
Filed 2026-10-26
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 3,829
Change-3,829 (-100%)
Value$0 (-$605.9K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 3,511
Change-3,511 (-100%)
Value$0 (-$555.8K)
Filed 2026-10-26
InTrack Investment Management Inc
CLOSED
Shares0 from 3,349
Change-3,349 (-100%)
Value$0 (-$530.0K)
Filed 2026-10-15
Ascent Group, LLC
CLOSED
Shares0 from 2,817
Change-2,817 (-100%)
Value$0 (-$445.8K)
Filed 2026-10-30
Avior Wealth Management, LLC
CLOSED
Shares0 from 2,658
Change-2,658 (-100%)
Value$0 (-$420.7K)
Filed 2026-10-13
Synergy Asset Management, LLC
CLOSED
Shares0 from 2,459
Change-2,459 (-100%)
Value$0 (-$389.1K)
Filed 2026-11-05
Ignite Planners, LLC
CLOSED
Shares0 from 2,057
Change-2,057 (-100%)
Value$0 (-$325.5K)
Filed 2026-10-14
Brighton Jones LLC
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$272.0K)
Filed 2026-11-03
Pier 88 Investment Partners LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$237.4K)
Filed 2026-11-06
Milestone Asset Management, LLC
CLOSED
Shares0 from 1,327
Change-1,327 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 1,310
Change-1,310 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-27
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-13
Private Wealth Management Group, LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$104.3K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$26.1K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-20
Coastline Trust Co
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-01
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-14
SYM Financial Corp
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$950)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$460.6K (+$17.3K)
Filed 2026-10-29
BNP Paribas Financial Markets
N/A
Shares— from 16,777,726
Change-16,777,726 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,111,803
Change-15,111,803 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,834,146
Change-10,834,146 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,566,963
Change-10,566,963 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 9,341,500
Change-9,341,500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,504,082
Change-3,504,082 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,308,923
Change-3,308,923 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,805,715
Change-1,805,715 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,758,000
Change-1,758,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,497,968
Change-1,497,968 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,041,209
Change-1,041,209 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 946,116
Change-946,116 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 829,993
Change-829,993 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 789,273
Change-789,273 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 764,261
Change-764,261 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 676,872
Change-676,872 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 591,467
Change-591,467 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 576,754
Change-576,754 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 516,322
Change-516,322 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 516,032
Change-516,032 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 502,000
Change-502,000 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 499,184
Change-499,184 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 484,500
Change-484,500 (-100%)
Value—
Greenhouse Funds Lllp
N/A
Shares— from 484,437
Change-484,437 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 423,739
Change-423,739 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 423,662
Change-423,662 (-100%)
Value—
Investure, LLC
N/A
Shares— from 412,250
Change-412,250 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 391,754
Change-391,754 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 330,315
Change-330,315 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 328,794
Change-328,794 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 314,224
Change-314,224 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 274,266
Change-274,266 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 262,278
Change-262,278 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 257,753
Change-257,753 (-100%)
Value—
FIL Ltd
N/A
Shares— from 242,331
Change-242,331 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 225,749
Change-225,749 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 207,604
Change-207,604 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Dafna Capital Management LLC
N/A
Shares— from 196,505
Change-196,505 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 186,203
Change-186,203 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 184,702
Change-184,702 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 169,117
Change-169,117 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 169,027
Change-169,027 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 162,025
Change-162,025 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 136,798
Change-136,798 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 131,711
Change-131,711 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 128,500
Change-128,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 125,833
Change-125,833 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 125,368
Change-125,368 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 121,769
Change-121,769 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 115,850
Change-115,850 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 109,917
Change-109,917 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 109,331
Change-109,331 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 109,207
Change-109,207 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 108,071
Change-108,071 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 105,300
Change-105,300 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 95,781
Change-95,781 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 95,070
Change-95,070 (-100%)
Value—
S&CO Inc
N/A
Shares— from 94,310
Change-94,310 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 92,166
Change-92,166 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 92,000
Change-92,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 90,861
Change-90,861 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 90,329
Change-90,329 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 89,522
Change-89,522 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 89,150
Change-89,150 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 82,008
Change-82,008 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 80,890
Change-80,890 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 78,688
Change-78,688 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 77,701
Change-77,701 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 71,428
Change-71,428 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 69,047
Change-69,047 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 67,949
Change-67,949 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 65,982
Change-65,982 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 65,945
Change-65,945 (-100%)
Value—
Balance Capital Partners L.P.
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 58,514
Change-58,514 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 57,963
Change-57,963 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 56,831
Change-56,831 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 54,286
Change-54,286 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 53,702
Change-53,702 (-100%)
Value—
&partners
N/A
Shares— from 51,525
Change-51,525 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 49,039
Change-49,039 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,660
Change-48,660 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 48,246
Change-48,246 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 45,825
Change-45,825 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 45,038
Change-45,038 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 44,978
Change-44,978 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 44,958
Change-44,958 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 44,693
Change-44,693 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 44,038
Change-44,038 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,739
Change-42,739 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 40,463
Change-40,463 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 39,806
Change-39,806 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 39,669
Change-39,669 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 37,938
Change-37,938 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 37,662
Change-37,662 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 36,983
Change-36,983 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 36,926
Change-36,926 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 36,882
Change-36,882 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 36,264
Change-36,264 (-100%)
Value—
Man Group plc
N/A
Shares— from 35,717
Change-35,717 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,181
Change-35,181 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 34,731
Change-34,731 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,618
Change-34,618 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 34,384
Change-34,384 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 33,866
Change-33,866 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 33,208
Change-33,208 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 30,842
Change-30,842 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 30,046
Change-30,046 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,032
Change-30,032 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 29,875
Change-29,875 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 29,636
Change-29,636 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,620
Change-29,620 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 28,717
Change-28,717 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 28,711
Change-28,711 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 27,959
Change-27,959 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 27,770
Change-27,770 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 27,420
Change-27,420 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 26,084
Change-26,084 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 25,814
Change-25,814 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 25,743
Change-25,743 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 25,235
Change-25,235 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,933
Change-24,933 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 24,906
Change-24,906 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 24,664
Change-24,664 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 24,521
Change-24,521 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,155
Change-24,155 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 24,074
Change-24,074 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 23,878
Change-23,878 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 23,789
Change-23,789 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 23,562
Change-23,562 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 23,473
Change-23,473 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 23,412
Change-23,412 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,189
Change-23,189 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 23,130
Change-23,130 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,421
Change-22,421 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 21,755
Change-21,755 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 21,482
Change-21,482 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 21,439
Change-21,439 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,346
Change-21,346 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,005
Change-21,005 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 20,718
Change-20,718 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 20,687
Change-20,687 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 20,394
Change-20,394 (-100%)
Value—
Crown Advisors Management, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 19,875
Change-19,875 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 19,507
Change-19,507 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 19,211
Change-19,211 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 19,147
Change-19,147 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 19,117
Change-19,117 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 18,666
Change-18,666 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18,013
Change-18,013 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 16,933
Change-16,933 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 16,601
Change-16,601 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 16,047
Change-16,047 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 15,924
Change-15,924 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 15,442
Change-15,442 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 15,350
Change-15,350 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,111
Change-15,111 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,811
Change-14,811 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,983
Change-13,983 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,537
Change-13,537 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 12,780
Change-12,780 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,502
Change-12,502 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,260
Change-12,260 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,078
Change-12,078 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,683
Change-11,683 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 11,616
Change-11,616 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 11,071
Change-11,071 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,507
Change-10,507 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 10,471
Change-10,471 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,010
Change-10,010 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 9,950
Change-9,950 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,716
Change-9,716 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 8,633
Change-8,633 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 8,359
Change-8,359 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,990
Change-7,990 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,225
Change-7,225 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 6,162
Change-6,162 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Bank OZK
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Motco
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 775
Change-775 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 672
Change-672 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 660
Change-660 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 550
Change-550 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 543
Change-543 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 522
Change-522 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 507
Change-507 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 458
Change-458 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 386
Change-386 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 367
Change-367 (-100%)
Value—
Main Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 238
Change-238 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 208
Change-208 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 140
Change-140 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 121
Change-121 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 114
Change-114 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 100
Change-100 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 64
Change-64 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 60
Change-60 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 43
Change-43 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 43
Change-43 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
CNB Bank
N/A
Shares— from 8
Change-8 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Citigroup Inc
INCREASED12,837,66011,612,884+1,224,776+11%$1.8B$2.0B+$186.5M2026-11-04
Barclays PLC
INCREASED2,959,7502,817,943+141,807+5%$445.9M$466.7M+$20.8M2026-11-06
Jefferies Financial Group Inc.
DECREASED1,662,5002,140,001-477,501-22%$338.7M$262.1M-$76.5M2026-11-05
LPL Financial LLC
INCREASED1,373,878882,027+491,851+56%$139.6M$216.6M+$77.1M2026-11-06
Natixis
INCREASED498,835492,616+6,219+1%$78.0M$78.7M+$699.8K2026-11-06
Strs Ohio
DECREASED392,375397,200-4,825-1%$62.9M$61.9M-$987.2K2026-10-30
PSP Research LLC
DECREASED386,500570,000-183,500-32%$90.2M$60.9M-$29.3M2026-10-21
Thrivent Financial for Lutherans
INCREASED359,111105,375+253,736+241%$16.7M$56.6K-$16.6M2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED269,965245,174+24,791+10%$38.8M$42.6M+$3.8M2026-11-05
Annex Advisory Services, LLC
INCREASED266,485254,762+11,723+5%$40.3M$42.0M+$1.7M2026-10-16
Mirae Asset Securities (USA) Inc.
INCREASED250,674100,000+150,674+151%$15.8M$39.5M+$23.7M2026-10-15
Moss Adams Wealth Advisors LLC
NEW195,591—+195,591——$30.8M—2026-10-28
Sivik Global Healthcare LLC
INCREASED180,000150,000+30,000+20%$19.2K$28.4M+$28.4M2026-10-13
GenTrust, LLC
UNCHANGED175,143175,14300%$27.7M$27.6M-$99.8K2026-11-06
Parkway Wealth Management Group, LLC
NEW167,759—+167,759——$26.5M—2026-10-20
Weatherly Asset Management L. P.
DECREASED157,320157,486-1660%$24.9M$24.8M-$116.0K2026-10-20
Riggs Asset Managment Co. Inc.
INCREASED155,102142,800+12,302+9%$22.6M$24.5M+$1.9M2026-11-05
PNC Financial Services Group, Inc.
INCREASED144,90089,290+55,610+62%$14.1M$22.8M+$8.7M2026-11-06
United Capital Management of KS, Inc.
DECREASED141,934142,599-6650%$22.6M$22.4M-$186.1K2026-11-04
J.Safra Asset Management Corp
NEW138,494—+138,494——$21.8M—2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED136,568112,225+24,343+22%$17.8M$21.5K-$17.7M2026-11-02
L. Roy Papp & Associates, LLP
DECREASED133,822134,181-3590%$21.2M$21.1M-$133.1K2026-10-21
Madrona Financial Services, LLC
DECREASED131,913136,455-4,542-3%$21.6M$20.8M-$794.0K2026-10-23
Royal Fund Management, LLC
DECREASED125,943154,465-28,522-18%$24.4M$19.9M-$4.6M2026-10-22
Edge Wealth Management LLC
DECREASED110,769111,283-5140%$17.6M$17.6M-$49.8K2026-10-13
Destiny Wealth Partners, LLC
INCREASED105,01994,172+10,847+12%$13.8M$16.0M+$2.1M2026-11-05
Yelin Lapidot Holdings Management Ltd.
UNCHANGED104,532104,53200%$16.5M$16.5M-$59.6K2026-10-26
Lake Hills Wealth Management, LLC
INCREASED101,543100,636+907+1%$15.9M$16.0M+$85.7K2026-10-07
Commonwealth Equity Services, LLC
INCREASED95,74282,119+13,623+17%$13.0M$15.1M+$2.1M2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED95,60055,600+40,000+72%$8.8K$15.1K+$6.3K2026-10-08
Geneva Partners, LLC
DECREASED91,13694,829-3,693-4%$15.0M$14.4M-$636.4K2026-10-26
Fifth Third Bancorp
INCREASED90,37377,518+12,855+17%$12.3M$14.2M+$2.0M2026-11-05
MFA Wealth Advisors, LLC
DECREASED89,69191,997-2,306-3%$14.6M$14.1M-$416.0K2026-10-07
Elite Wealth Management, Inc.
NEW89,272—+89,272——$14.1M—2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED86,28370,565+15,718+22%$11.2M$13.6K-$11.2M2026-11-02
Shah Wealth Advisors, LLC
NEW85,476—+85,476——$13.5M—2026-11-06
Tamar Securities, LLC
INCREASED82,49372,971+9,522+13%$11.5M$13.0M+$1.5M2026-11-03
Parkside Investments, LLC
DECREASED82,30385,723-3,420-4%$13.6M$13.0M-$588.1K2026-10-20
Trek Financial, LLC
INCREASED80,71739,276+41,441+106%$6.2M$12.7M+$6.5M2026-10-29
Spire Wealth Management
DECREASED79,02179,925-904-1%$12.6M$12.5M-$187.9K2026-10-30
Oppenheimer & Co Inc
INCREASED76,48663,124+13,362+21%$10.0M$12.1M+$2.1M2026-10-26
Investment House LLC
DECREASED75,23589,915-14,680-16%$14.2M$11.9M-$2.4M2026-10-21
Concurrent Investment Advisors, LLC
INCREASED72,1179,942+62,175+625%$1.6M$11.4M+$9.8M2026-10-16
Montag A & Associates Inc
INCREASED69,35568,739+616+1%$10.9M$10.9M+$58.0K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED66,20864,697+1,511+2%$10.3M$9.9M-$404.5K2026-10-13
Crescent Grove Advisors, LLC
DECREASED60,76563,436-2,671-4%$10.0M$9.6M-$457.2K2026-10-21
Fiduciary Alliance LLC
INCREASED59,84454,691+5,153+9%$8.7M$9.4M+$781.3K2026-10-13
Marotta Asset Management
DECREASED57,88166,810-8,929-13%$10.5M$9.1M-$1.3M2026-10-02
Petredis Investment Advisors LLC
INCREASED54,03353,888+145+0%$8.5M$8.5M-$7.9K2026-10-20
Fulcrum Capital LLC
DECREASED51,00752,163-1,156-2%$8.3M$8.0M-$212.0K2026-10-15
Altfest L J & Co Inc
DECREASED48,14174,627-26,486-35%$11.8M$7.6M-$4.2M2026-10-27
Sava Infond d.o.o.
DECREASED46,53048,690-2,160-4%$7.7M$7.3M-$368.3K2026-10-28
Allspring Global Investments Holdings, LLC
DECREASED45,69946,998-1,299-3%$7.4M$7.1M-$296.6K2026-11-04
Shaker Investments LLC
INCREASED40,66739,501+1,166+3%$6.3M$6.4M+$161.3K2026-11-05
KCM Investment Advisors LLC
INCREASED40,25712,879+27,378+213%$2.0M$6.3M+$4.3M2026-10-27
Oppenheimer Asset Management Inc.
INCREASED37,45936,464+995+3%$5.8M$5.9M+$136.1K2026-10-27
Carnegie Investment Counsel
DECREASED36,59537,121-526-1%$5.9M$5.8M-$104.1K2026-10-20
Creative Planning
INCREASED35,58134,052+1,529+4%$5.4M$5.6M+$221.6K2026-11-02
Lyell Wealth Management, LP
INCREASED33,00026,881+6,119+23%$4.3M$5.2M+$949.5K2026-10-30
Braeburn Wealth Management LLC
INCREASED31,79622,249+9,547+43%$3.5M$5.0M+$1.5M2026-10-15
Letko, Brosseau & Associates Inc
UNCHANGED30,82530,82500%$4.9M$4.9M-$17.6K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED30,11624,605+5,511+22%$3.9M$4.7M+$854.9K2026-11-05
Kestra Advisory Services, LLC
INCREASED29,93225,660+4,272+17%$4.1M$4.7M+$659.1K2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED29,48027,694+1,786+6%$4.4M$4.6M+$265.8K2026-10-29
Founders Financial Securities LLC
DECREASED29,03433,424-4,390-13%$5.3M$4.6M-$711.3K2026-10-28
Kercheville Advisors, LLC
INCREASED28,30424,795+3,509+14%$3.9M$4.5M+$539.2K2026-10-19
Capital Investment Counsel, Inc
DECREASED28,11529,740-1,625-5%$4.7M$4.4M-$273.2K2026-10-20
TD Waterhouse Canada Inc.
INCREASED27,8535,265+22,588+429%$824.2K$4.3M+$3.5M2026-10-16
Farther Finance Advisors, LLC
INCREASED27,22619,930+7,296+37%$3.2M$4.3M+$1.1M2026-10-08
Parallel Advisors, LLC
DECREASED26,91027,957-1,047-4%$4.4M$4.2M-$181.1K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED26,40923,790+2,619+11%$3.8M$4.2M+$399.4K2026-10-14
Absolute Capital Management, LLC
DECREASED25,21026,029-819-3%$4.1M$4.0M-$144.0K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED25,1841,188+23,996+2020%$188.0K$4.0M+$3.8M2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED24,83117,142+7,689+45%$2.7M$3.9M+$1.2M2026-10-29
Hartline Investment Corp/
INCREASED23,63514,577+9,058+62%$2.3M$3.7M+$1.4M2026-10-29
Truist Financial Corp
INCREASED23,62317,756+5,867+33%$2.8M$3.7M+$915.0K2026-10-30
111 Capital
INCREASED22,36921,034+1,335+6%$3.3M$3.5M+$198.5K2026-11-03
Verity Asset Management, Inc.
DECREASED22,30622,564-258-1%$3.6M$3.5M-$53.5K2026-10-30
IFP Advisors, Inc
INCREASED22,18921,192+997+5%$3.4M$3.5M+$145.1K2026-10-16
Highland Capital Management, LLC
DECREASED22,00322,940-937-4%$3.6M$3.5M-$160.8K2026-10-26
Sage Capital Management, LLC
UNCHANGED21,99221,99200%$3.5M$3.5M-$12.5K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED21,8172,377+19,440+818%$376.1K$3.4M+$3.1M2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED21,64021,541+99+0%$3.4M$3.4M+$3.3K2026-10-16
Modera Wealth Management, LLC
INCREASED21,03520,658+377+2%$3.3M$3.3M+$47.7K2026-10-28
D.A. Davidson & Co.
INCREASED20,78619,409+1,377+7%$3.1M$3.3M+$206.1K2026-10-28
Breakwater Capital Group
INCREASED20,15719,656+501+3%$3.1M$3.2M+$67.7K2026-10-09
Great Diamond Partners, LLC
INCREASED19,82019,315+505+3%$3.1M$3.1M+$68.6K2026-10-13
Amitell Capital Pte Ltd
UNCHANGED19,77319,77300%$3.1M$3.1M-$11.3K2026-11-02
Level Four Advisory Services, LLC
INCREASED19,6575,365+14,292+266%$849.1K$3.1M+$2.3M2026-11-06
Nkcfo LLC
INCREASED19,5008,900+10,600+119%$1.4M$3.1K-$1.4M2026-11-04
Y.D. More Investments Ltd
INCREASED19,50012,500+7,000+56%$2.0M$3.1M+$1.1M2026-11-02
Davenport & Co LLC
INCREASED19,27519,133+142+1%$3.0M$3.0M+$11.4K2026-10-14
Valeo Financial Advisors, LLC
INCREASED19,2216,499+12,722+196%$1.0M$3.0M+$2.0M2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED19,21814,370+4,848+34%$2.3M$3.0M+$756.2K2026-10-23
Avalon Capital Management
INCREASED19,08618,523+563+3%$2.9M$3.0M+$78.2K2026-11-04
Staley Capital Advisers Inc
DECREASED19,07519,220-145-1%$3.0M$3.0M-$33.8K2026-11-06
Meitav Investment House LTD
DECREASED18,597794,579-775,982-98%$125.7M$2.9M-$122.8M2026-10-28
Argyle Capital Partners, LLC
DECREASED18,36418,791-427-2%$3.0M$2.9M-$78.1K2026-10-23
Bank of New York Mellon Corp
INCREASED18,3432,332+16,011+687%$369.0K$2.9M+$2.5M2026-11-05
Daymark Wealth Partners, LLC
INCREASED18,33917,750+589+3%$2.8M$2.9M+$82.8K2026-11-04
Prospera Financial Services Inc
INCREASED18,02811,767+6,261+53%$1.9M$2.8M+$949.8K2026-11-04
Harbor Investment Advisory, LLC
INCREASED17,44516,333+1,112+7%$2.6M$2.8M+$166.0K2026-10-13
Hollow Brook Wealth Management LLC
DECREASED17,16118,682-1,521-8%$3.0M$2.7M-$250.5K2026-10-29
Meridian Investment Counsel Inc.
DECREASED17,10820,053-2,945-15%$3.2M$2.7M-$475.8K2026-10-14
Bank of New Hampshire
INCREASED16,9618,680+8,281+95%$1.4M$2.7M+$1.3M2026-10-06
Banque Pictet & CIE SA
DECREASED16,77053,821-37,051-69%$8.5M$2.6M-$5.9M2026-10-16
Innovative Advisory Group, LLC
INCREASED16,3576,998+9,359+134%$1.1M$2.6M+$1.5M2026-10-13
Wespac Advisors SoCal, LLC
INCREASED16,27014,614+1,656+11%$2.3M$2.6M+$252.8K2026-10-13
Continental Advisors LLC
DECREASED16,20017,200-1,000-6%$2.7M$2.6M-$167.5K2026-10-13
GFS Advisors, LLC
INCREASED15,70515,222+483+3%$475$2.5M+$2.5M2026-11-03
Kassira Wealth Management LLC
DECREASED15,55515,617-620%$2.5M$2.5M-$18.7K2026-10-28
Duncker Streett & Co Inc
NEW15,359—+15,359——$2.4M—2026-10-27
Assetmark, Inc
DECREASED14,913496,739-481,826-97%$78.6M$2.4M-$76.3M2026-10-21
Wealth Advisory Solutions, LLC
INCREASED14,54814,120+428+3%$2.2M$2.3M+$59.5K2026-10-20
Balefire, LLC
DECREASED14,21621,878-7,662-35%$3.5M$2.2M-$1.2M2026-10-09
Koshinski Asset Management, Inc.
INCREASED14,21313,977+236+2%$2.2M$2.2M+$29.2K2026-10-29
Investment Research Partners LLC
DECREASED14,07214,325-253-2%$2.3M$2.2M-$48.1K2026-10-19
Atria Investments, Inc
INCREASED14,04411,275+2,769+25%$1.8M$2.2M+$430.2K2026-10-15
LJI Wealth Management, LLC
DECREASED13,75513,780-250%$2.2M$2.2M-$11.8K2026-10-28
Evolution Wealth Advisors, LLC
INCREASED13,40413,212+192+1%$2.1M$2.1M+$22.7K2026-11-03
Worth Asset Management, LLC
DECREASED13,17313,431-258-2%$2.1M$2.1M-$48.3K2026-10-07
Sigma Planning Corp
INCREASED13,0772,090+10,987+526%$330.8K$2.1M+$1.7M2026-10-23
Independent Financial Group, LLC
DECREASED12,96115,529-2,568-17%$2.5M$2.0M-$413.8K2026-10-13
Integrated Advisors Network LLC
INCREASED12,9072,260+10,647+471%$357.6K$2.0M+$1.7M2026-10-20
Parcion Private Wealth LLC
UNCHANGED12,87112,87100%$2.0M$2.0M-$7.3K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED12,83712,243+594+5%$1.9M$2.0M+$86.7K2026-10-13
Nvwm, LLC
DECREASED12,75312,931-178-1%$2.0M$2.0M-$35.4K2026-10-14
Pinnacle Associates LTD
UNCHANGED12,56612,56600%$2.0M$2.0M-$7.2K2026-10-20
Biltmore Family Office, LLC
INCREASED12,48712,470+17+0%$2.0M$2.0M-$4.4K2026-11-03
NWF Advisory Services Inc.
INCREASED12,19610,426+1,770+17%$1.6M$1.9M+$273.1K2026-10-19
Vontobel Holding Ltd.
INCREASED11,5534,471+7,082+158%$707.5K$1.8M+$1.1M2026-10-16
PFG Advisors
NEW11,480—+11,480——$1.8M—2026-10-16
RPG Investment Advisory, LLC
DECREASED11,19023,196-12,006-52%$3.7M$1.8M-$1.9M2026-10-21
Financial Management Professionals, Inc.
DECREASED11,02512,000-975-8%$1.9M$1.7M-$160.6K2026-10-23
Legacy Bridge, LLC
DECREASED10,81310,933-120-1%$1.7M$1.7M-$25.2K2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED10,8047,100+3,704+52%$1.1M$1.7M+$580.0K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED10,72810,630+98+1%$1.7M$1.7M+$9.4K2026-10-13
First Heartland Consultants, Inc.
INCREASED10,5419,709+832+9%$1.5M$1.7M+$125.7K2026-10-08
Institute for Wealth Management, Llc.
DECREASED10,49310,818-325-3%$1.7M$1.7M-$57.5K2026-11-06
Firethorn Wealth Partners, LLC
INCREASED10,37810,207+171+2%$1.6M$1.6M+$21.0K2026-10-14
Csenge Advisory Group
INCREASED10,2837,753+2,530+33%$1.2M$1.6M+$394.5K2026-11-04
Washington Growth Strategies LLC
UNCHANGED10,26810,26800%$1.6M$1.6M-$5.9K2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED10,11355,833-45,720-82%$8.8M$1.6M-$7.2M2026-10-16
Shelton Wealth Management, LLC
INCREASED10,0849,204+880+10%$1.5M$1.6M+$133.5K2026-10-16
CVS Health Corp
NEW10,000—+10,000——$1.6M—2026-11-05
Krilogy Financial LLC
DECREASED9,84479,817-69,973-88%$12.6M$1.5M-$11.1M2026-10-13
Stephen J. Garry & Associates, LLC
INCREASED9,5789,215+363+4%$1.5M$1.5M+$52.0K2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED9,54210,667-1,125-11%$1.7M$1.4M-$241.1K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED9,4468,967+479+5%$1.4M$1.5M+$70.4K2026-11-05
180 Wealth Advisors, LLC
DECREASED9,3069,608-302-3%$1.5M$1.5M-$53.1K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED9,2838,408+875+10%$1.3M$1.5M+$133.2K2026-10-26
Cornerstone Enterprises, LLC
NEW9,262—+9,262——$1.5M—2026-10-15
Kestra Private Wealth Services, LLC
INCREASED9,2578,860+397+4%$1.4M$1.5M+$57.6K2026-11-06
Deltec Asset Management LLC
DECREASED9,00014,000-5,000-36%$2.2M$1.4M-$796.4K2026-10-26
Investment Management Corp
INCREASED8,9278,603+324+4%$1.4M$1.4M+$46.3K2026-11-03
Congress Park Capital LLC
INCREASED8,8905,585+3,305+59%$883.9K$1.4M+$517.9K2026-10-13
Invested Advisors
INCREASED8,7308,717+13+0%$1.4M$1.4M-$2.9K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED8,6598,176+483+6%$1.3M$1.4M+$71.5K2026-11-04
Byrne Asset Management LLC
INCREASED8,5218,413+108+1%$1.3M$1.3M-$14.8K2026-10-06
Buck Wealth Strategies, LLC
INCREASED8,4954,534+3,961+87%$717.5K$1.3M+$622.0K2026-10-28
Newman Dignan & Sheerar, Inc.
UNCHANGED8,4778,47700%$1.3M$1.3M-$4.8K2026-10-21
Certuity, LLC
INCREASED8,4467,116+1,330+19%$1.1M$1.3M+$205.8K2026-11-02
Compound Planning, Inc.
DECREASED8,4009,891-1,491-15%$1.6M$1.3M-$240.8K2026-11-05
Jessup Wealth Management, Inc
DECREASED8,2139,672-1,459-15%$1.5M$1.3M-$235.6K2026-10-20
Brookstone Capital Management
DECREASED8,15916,038-7,879-49%$2.5M$1.3M-$1.3M2026-10-22
Americana Partners, LLC
INCREASED8,0807,990+90+1%$1.3M$1.3M+$9.6K2026-10-28
Sowell Financial Services LLC
INCREASED8,0587,924+134+2%$1.3M$1.3M+$16.5K2026-10-23
Viewpoint Capital Management LLC
UNCHANGED8,0008,00000%$1.3M$1.3M-$4.6K2026-10-27
Gerber Kawasaki Wealth & Investment Management
DECREASED7,9998,406-407-5%$1.3M$1.3M-$69.0K2026-10-29
Cdkv Holdings LLC
DECREASED7,9858,047-62-1%$1.3M$1.3M-$14.3K2026-10-28
Valley National Advisers Inc
DECREASED7,9548,627-673-8%$1.4M$1.3M-$111.0K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED7,9178,694-777-9%$1.4M$1.2M-$127.5K2026-10-20
Patriot Financial Group Insurance Agency, LLC
DECREASED7,8628,162-300-4%$1.3M$1.2M-$52.0K2026-10-14
Larry Mathis Financial Planning, LLC
DECREASED7,78511,063-3,278-30%$1.8M$1.2M-$523.2K2026-10-26
Prudent Man Advisors, LLC
INCREASED7,7407,395+345+5%$1.2M$1.2M+$50.2K2026-11-03
Endowment Wealth Management, Inc.
INCREASED7,7096,409+1,300+20%$1.0M$1.2M+$201.3K2026-11-03
Wealth Management Partners, LLC
INCREASED7,6525,946+1,706+29%$941.0K$1.2M+$265.6K2026-10-21
Citizens Financial Group Inc
INCREASED7,6487,372+276+4%$1.2M$1.2M+$39.3K2026-10-23
StoneX Group Inc.
INCREASED7,6425,018+2,624+52%$758.4K$1.2M+$446.6K2026-11-03
Brian LOW Financial Group, LLC
INCREASED7,5387,330+208+3%$1.2M$1.2M+$28.6K2026-10-28
Basso Capital Management, L.P.
UNCHANGED7,5147,51400%$1.2M$1.2M-$4.3K2026-10-30
Canton Hathaway, LLC
INCREASED7,4756,645+830+12%$1.1M$1.2M+$127.1K2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED7,1827,18200%$1.1M$1.1M-$74.6K2026-10-26
Savant Capital, LLC
DECREASED7,0897,286-197-3%$1.1M$1.1M+$18.6K2026-11-06
Integrity Alliance, Llc.
INCREASED7,0396,059+980+16%$958.9K$1.1M+$151.1K2026-10-29
Patriot Investment Management Group, Inc.
INCREASED6,8236,812+11+0%$1.1M$1.1M-$2.1K2026-10-15
Old National Bancorp
INCREASED6,8225,669+1,153+20%$897.1K$1.1M+$178.6K2026-10-20
Sharper & Granite LLC
INCREASED6,7896,266+523+8%$991.6K$867.2K-$124.4K2026-11-02
Evergreen Capital Management LLC
UNCHANGED6,6866,68600%$1.1M$1.1M-$3.8K2026-10-23
Associated Banc-Corp
DECREASED6,6386,639-10%$1.1M$1.0M-$3.9K2026-10-30
Ibex Wealth Advisors
DECREASED6,6117,155-544-8%$1.1M$1.0M-$89.7K2026-11-06
Vigilare Wealth Management
NEW6,430—+6,430——$1.0M—2026-10-29
TCP Asset Management, LLC
UNCHANGED6,2936,29300%$995.9K$971.8K-$24.1K2026-10-14
US Bancorp \de\
INCREASED6,2065,986+220+4%$947.3K$978.6K+$31.3K2026-11-05
Nations Financial Group Inc,
DECREASED6,1936,835-642-9%$1.1M$976.5K-$105.1K2026-11-05
Shepherd Financial Partners LLC
DECREASED6,1686,184-160%$978.6K$972.5K-$6.1K2026-11-03
RFG Advisory, LLC
DECREASED6,1657,063-898-13%$1.1M$972.1K-$145.7K2026-11-03
Almanack Investment Partners, Llc.
INCREASED6,1294,209+1,920+46%$666.1K$966.4K+$300.3K2026-11-03
Pictet North America Advisors SA
UNCHANGED6,0206,02000%$952.7K$949.2K-$3.4K2026-10-21
Wellington Shields Capital Management, LLC
DECREASED6,00031,985-25,985-81%$5.1M$946.1K-$4.1M2026-11-03
Wellington Shields & Co., LLC
INCREASED6,0003,900+2,100+54%$617.2K$946.1K+$328.9K2026-11-03
Gruss & Co., LLC
INCREASED6,0005,000+1,000+20%$791.3K$946.1K+$154.8K2026-11-02
Capital Management Associates
UNCHANGED6,0006,00000%$949.5K$946.1K-$3.4K2026-11-03
Westside Investment Management, Inc.
DECREASED5,9506,150-200-3%$973.2K$938.2K-$35.0K2026-11-02
Avail Investment Partners, LLC
DECREASED5,9486,104-156-3%$966.0K$937.9K-$28.1K2026-10-16
Solstein Capital, LLC
INCREASED5,9185,848+70+1%$925.4K$933.2K+$7.8K2026-11-02
Means Investment Co., Inc.
DECREASED5,8226,640-818-12%$1.1M$918.0K-$132.7K2026-11-03
Fell Capital Management
DECREASED5,7756,075-300-5%$961.4K$910.6K-$50.8K2026-10-09
Summit Securities Group LLC
NEW5,724—+5,724——$902.6K—2026-11-05
McGuire Investment Group, LLC
INCREASED5,6785,618+60+1%$889.0K$895.3K+$6.3K2026-10-23
Patten & Patten Inc
DECREASED5,5955,645-50-1%$893.3K$882.2K-$11.1K2026-10-26
CWC Advisors, Llc.
INCREASED5,5405,499+41+1%$870.2K$873.5K+$3.3K2026-10-15
Thompson Siegel & Walmsley LLC
DECREASED5,5008,000-2,500-31%$1.3M$867-$1.3M2026-11-05
Finivi Inc.
INCREASED5,5005,302+198+4%$839.0K$867.2K+$28.2K2026-10-13
HBK Sorce Advisory LLC
DECREASED5,4066,448-1,042-16%$986.7K$802.3K-$184.4K2026-11-06
AlphaCore Capital LLC
DECREASED5,2966,024-728-12%$953.4K$835.1K-$118.3K2026-11-04
Private Trust Co NA
INCREASED5,2862,691+2,595+96%$425.9K$833.5K+$407.6K2026-10-20
MGO One Seven LLC
INCREASED5,2255,003+222+4%$791.7K$823.9K+$32.2K2026-10-28
Sage Investment Advisers LLC
NEW5,180—+5,180——$816.8K—2026-10-21
Andrew Hill Investment Advisors, Inc.
NEW5,159—+5,159——$813.5K—2026-10-22
Millennium Capital Advisors, LLC
INCREASED5,0934,892+201+4%$774.3K$803.0K+$28.7K2026-10-16
Point Windward Advisors Inc.
DECREASED5,0825,132-50-1%$812.1K$801.3K-$10.8K2026-11-06
WealthTrust Asset Management, LLC
NEW5,059—+5,059——$797.8K—2026-10-22
BigSur Wealth Management LLC
UNCHANGED5,0005,00000%$791.3K$788.4K-$2.9K2026-10-13
Northstar Asset Management Co
DECREASED4,9005,100-200-4%$767.4K$748.6K-$18.8K2026-10-22
Torrey Growth & Income Advisors
NEW4,856—+4,856——$765.3K—2026-11-04
Wedbush Securities Inc
DECREASED4,7575,081-324-6%$804.0K$750-$803.3K2026-10-22
Jacobi Capital Management LLC
UNCHANGED4,7104,71000%$745.4K$742.7K-$2.7K2026-11-05
Titleist Asset Management, LLC
DECREASED4,6615,016-355-7%$793.8K$735.0K-$58.8K2026-10-08
Wedmont Private Capital
NEW4,579—+4,579——$683.6K—2026-10-09
Alpha Wealth Funds, LLC
DECREASED4,5444,612-68-1%$729.8K$716.5K-$13.4K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED4,5022,044+2,458+120%$323.5K$709.9K+$386.4K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,5004,50000%$712.1K$709.6K-$2.6K2026-10-23
Chesley Taft & Associates LLC
INCREASED4,4754,230+245+6%$669.4K$705.6K+$36.2K2026-10-13
Chung Wu Investment Group, LLC
INCREASED4,4303,300+1,130+34%$522.2K$698.5K+$176.3K2026-11-03
Elm3 Financial Group, LLC
INCREASED4,4072,663+1,744+65%$421.4K$694.9K+$273.4K2026-10-07
Ehrlich Financial Group
NEW4,391—+4,391——$692.4K—2026-10-20
Pacific Center for Financial Services
UNCHANGED4,3624,36200%$690.3K$687.8K-$2.5K2026-10-15
Powell Investment Advisors, LLC
UNCHANGED4,2454,24500%$671.8K$669.4K-$2.4K2026-10-22
Advantage Trust Co
UNCHANGED4,2454,24500%$671.8K$669.4K-$2.4K2026-10-19
Ashurst Perkins Coie Trust Co
UNCHANGED4,2144,21400%$666.9K$664.5K-$2.4K2026-10-15
Salem Investment Counselors Inc
UNCHANGED4,1764,17600%$660.9K$658.5K-$2.4K2026-10-13
Apella Capital, LLC
INCREASED4,1334,080+53+1%$668.6K$620.9K-$47.7K2026-10-08
Compass Ion Advisors, LLC
INCREASED3,9933,876+117+3%$613.3K$629.6K+$16.2K2026-10-23
Axxcess Wealth Management, LLC
INCREASED3,9383,535+403+11%$559.4K$620.9K+$61.5K2026-10-21
Lido Advisors, LLC
INCREASED3,9083,489+419+12%$552.1K$616.2K+$64.1K2026-11-04
Montecito Bank & Trust
UNCHANGED3,9003,90000%$617.2K$615.0K-$2.2K2026-10-01
National Wealth Management Group, LLC
NEW3,861—+3,861——$608.7K—2026-10-26
Lmcg Investments, LLC
UNCHANGED3,8253,82500%$605.3K$603.1K-$2.2K2026-10-21
New Wave Wealth Advisors LLC
INCREASED3,6951,430+2,265+158%$226.3K$542.4K+$316.1K2026-10-19
IPG Investment Advisors LLC
DECREASED3,6885,908-2,220-38%$934.9K$581.5K-$353.4K2026-10-30
Midwest Trust Co
INCREASED3,6751,675+2,000+119%$265.1K$579.5K+$314.4K2026-10-22
Whalen Wealth Management Inc.
DECREASED3,61011,049-7,439-67%$1.7M$569.2K-$1.2M2026-10-08
King Luther Capital Management Corp
UNCHANGED3,6003,60000%$569.7K$567.6K-$2.1K2026-11-05
Chatham Capital Group, Inc.
INCREASED3,5733,153+420+13%$499.0K$563.4K+$64.4K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED3,5203,52000%$557.0K$555.0K-$2.0K2026-11-03
Bochk Asset Management Ltd
NEW3,500—+3,500——$551.9K—2026-10-29
Fearless Solutions, LLC dba Best Invest
NEW3,430—+3,430——$540.8K—2026-10-14
Greystone Financial Group, LLC
DECREASED3,4003,482-82-2%$551.0K$536.2K-$14.8K2026-10-26
Park Avenue Securities LLC
INCREASED3,3263,003+323+11%$475.0K$524-$474.5K2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED3,2733,27300%$518.0K$516.1K-$1.9K2026-10-09
Financial Partners Group, Inc
INCREASED3,2512,560+691+27%$405.1K$512.6K+$107.5K2026-10-19
Doliver Advisors, LP
INCREASED3,2323,082+150+5%$487.7K$509.6K+$21.9K2026-10-01
Investment Partners, Ltd.
INCREASED3,2151,591+1,624+102%$251.8K$507.0K+$255.2K2026-10-29
Interchange Capital Partners, LLC
DECREASED3,1243,297-173-5%$521.8K$492.6K-$29.2K2026-10-28
Warner Financial, Inc
INCREASED3,0843,023+61+2%$478.4K$486.4K+$8.0K2026-11-06
Beaumont Financial Advisors, LLC
DECREASED3,0663,909-843-22%$618.6K$483.4K-$135.2K2026-10-22
Money Concepts Capital Corp
DECREASED3,0573,083-26-1%$487.9K$482.0K-$5.9K2026-11-06
Amplius Wealth Advisors, LLC
UNCHANGED3,0193,01900%$477.7K$476.0K-$1.7K2026-10-20
Kazazian Asset Management, LLC
DECREASED3,0004,000-1,000-25%$633.0K$473.0K-$160.0K2026-11-02
KTF Investments, LLC
DECREASED2,9993,104-105-3%$491.2K$472.9K-$18.3K2026-10-23
Trademark Financial Management, LLC
DECREASED2,9533,120-167-5%$493.7K$465.6K-$28.1K2026-10-23
Fragasso Financial Advisors Inc
INCREASED2,9052,772+133+5%$438.7K$446.7K+$8.0K2026-10-13
HB Wealth Management, LLC
INCREASED2,8492,128+721+34%$336.8K$449.2K+$112.5K2026-10-23
Dutch Asset Corp
DECREASED2,8483,773-925-25%$597.1K$449.1K-$148.0K2026-10-20
Global Financial Private Client, LLC
INCREASED2,8032,735+68+2%$432.8K$442.0K+$9.2K2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED2,8002,80000%$443.1K$441.5K-$1.6K2026-11-03
Friedenthal Financial
INCREASED2,7951,805+990+55%$285.6K$440.7K+$155.1K2026-10-27
Rinkey Investments
INCREASED2,7741,828+946+52%$289.3K$936.4K+$647.2K2026-10-28
Parsons Capital Management Inc
UNCHANGED2,7552,75500%$436.0K$434.4K-$1.6K2026-10-28
Shulman DeMeo Asset Management LLC
UNCHANGED2,7512,75100%$435.3K$429.7K-$5.7K2026-10-09
Vestor Capital, LLC
INCREASED2,737422+2,315+549%$72$257+$1852026-11-04
Moors & Cabot, Inc.
INCREASED2,7252,504+221+9%$396.3K$429.7K+$33.4K2026-11-06
Arnold Financial Planning LLC
UNCHANGED2,7182,71800%$430.1K$428.6K-$1.6K2026-10-20
AdvisorNet Financial, Inc
INCREASED2,6512,265+386+17%$358.4K$389.1K+$30.7K2026-10-15
Sherman Asset Management, Inc.
DECREASED2,6382,652-14-1%$419.7K$416.0K-$3.7K2026-11-05
Castleview Partners, LLC
INCREASED2,5941,602+992+62%$253.5K$409.0K+$155.5K2026-10-09
Melfa Wealth Management, Inc.
INCREASED2,5902,540+50+2%$402.0K$408.4K+$6.4K2026-11-06
Demars Financial Group, LLC
INCREASED2,5842,554+30+1%$404.2K$407.4K+$3.3K2026-10-22
Poehling Capital Management, Inc.
DECREASED2,5792,585-60%$409.1K$406.7K-$2.4K2026-10-20
Ellis Investment Partners, LLC
UNCHANGED2,5602,56000%$405.2K$403.8K-$1.5K2026-10-21
Waystone Advisors LLC
DECREASED2,5482,592-44-2%$410.2K$403.2K-$7.0K2026-10-16
Seelaus Asset Management LLC
DECREASED2,5332,895-362-12%$458.1K$399.4K-$58.7K2026-10-14
Simplicity Wealth,LLC
INCREASED2,5132,386+127+5%$377.6K$396.3K+$18.7K2026-10-23
South Shore Capital Advisors
NEW2,500—+2,500——$394.2K—2026-10-20
Blueline Advisors LLC
INCREASED2,4912,130+361+17%$337.0K$392.7K+$55.7K2026-10-15
MMA Asset Management LLC
DECREASED2,4422,502-60-2%$395.9K$385.0K-$10.9K2026-11-02
Auour Investments LLC
UNCHANGED2,4252,42500%$383.8K$382.4K-$1.4K2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED2,4242,515-91-4%$413.2K$349.8K-$63.3K2026-10-28
Courier Capital LLC
DECREASED2,3972,485-88-4%$393.3K$378.0K-$15.3K2026-10-19
Polaris Financial Partners
NEW2,379—+2,379——$378—2026-10-02
Aries Wealth Management
UNCHANGED2,3602,36000%$373.5K$372.1K-$1.3K2026-10-23
Covenant Asset Management, LLC
UNCHANGED2,3432,34300%$370.8K$369.4K-$1.3K2026-10-14
Focus Financial Network, Inc.
INCREASED2,3412,324+17+1%$367.8K$369.1K+$1.3K2026-10-14
LVW Advisors, LLC
INCREASED2,3261,464+862+59%$231.7K$366.8K+$135.1K2026-10-19
Missouri Trust & Investment Co
INCREASED2,3252,275+50+2%$334.4K$366.6K+$32.2K2026-11-04
HBW Advisory Services LLC
DECREASED2,3122,507-195-8%$396.8K$364.6K-$32.2K2026-10-15
Steel Grove Capital Advisors, LLC
UNCHANGED2,2722,27200%$359.5K$358.2K-$1.3K2026-10-13
Stirlingshire Investments, Inc.
DECREASED2,2452,252-70%$356.4K$354.0K-$2.4K2026-11-05
Visionary Wealth Advisors
INCREASED2,2392,231+8+0%$353.1K$353.1K-$102026-11-04
Harmony Asset Management LLC
NEW2,230—+2,230——$351.6K—2026-10-20
Apollon Wealth Management, LLC
DECREASED2,2292,673-444-17%$423.1K$351.5K-$71.5K2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED2,2292,252-23-1%$356.4K$351.5K-$4.9K2026-10-22
Florida Trust Wealth Management Co
UNCHANGED2,1512,15100%$340.4K$339.2K-$1.2K2026-11-05
Aprio Wealth Management, LLC
INCREASED2,1381,289+849+66%$203.9K$337.1K+$133.1K2026-10-28
Blue Trust, Inc.
INCREASED2,1132,098+15+1%$332.0K$333.1K+$1.1K2026-10-15
WBH Advisory Inc
UNCHANGED2,0802,08000%$329.2K$328.0K-$1.2K2026-11-05
Carson Advisory Inc.
INCREASED2,0761,531+545+36%$242.3K$327.3K+$85.1K2026-11-06
Vise Technologies, Inc.
INCREASED2,0661,599+467+29%$253.0K$325.7K+$72.7K2026-10-29
Overbrook Management Corp
NEW2,050—+2,050——$323.2K—2026-10-08
Waterfront Wealth Inc.
UNCHANGED2,0412,04100%$324.6K$313.3K-$11.2K2026-11-03
AlphaStar Capital Management, LLC
DECREASED2,0182,077-59-3%$328.7K$318.2K-$10.5K2026-10-16
Galvin, Gaustad & Stein, LLC
NEW2,010—+2,010——$316.9K—2026-10-08
Sloy Dahl & Holst, LLC
UNCHANGED2,0082,00800%$317.7K$316.6K-$1.1K2026-10-14
Financial Council, LLC
UNCHANGED2,0082,00800%$317.8K$316.6K-$1.1K2026-11-02
Richwood Investment Advisors, LLC
UNCHANGED2,0042,00400%$317.1K$316.0K-$1.1K2026-10-30
Tctc Holdings, LLC
UNCHANGED2,0032,00300%$317.0K$315.8K-$1.1K2026-11-02
New England Private Wealth Advisors LLC
UNCHANGED1,9751,97500%$297.1K$311.3K+$14.2K2026-10-19
Macroview Investment Management LLC
DECREASED1,9292,204-275-12%$348.9K$304.2K-$44.7K2026-10-26
Sonata Capital Group Inc
INCREASED1,9251,750+175+10%$276.9K$303.5K+$26.6K2026-10-19
Cornell Pochily Investment Advisors, Inc.
INCREASED1,9191,574+345+22%$249.1K$302.6K+$53.5K2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED1,9162,776-860-31%$439.4K$302.1K-$137.2K2026-10-15
Fulcrum Equity Management
NEW1,896—+1,896——$298.9K—2026-10-21
Merit Financial Group, LLC
INCREASED1,8751,758+117+7%$278.3K$295.7K+$17.4K2026-11-06
Maltin Wealth Management, Inc.
UNCHANGED1,8701,87000%$295.9K$294.8K-$1.1K2026-10-13
Beacon Financial Advisory LLC
INCREASED1,8521,688+164+10%$267.1K$292.0K+$24.9K2026-10-16
Guardian Asset Advisors, LLC
INCREASED1,8501,380+470+34%$218.4K$291.7K+$73.3K2026-10-16
United Advisor Group, LLC
NEW1,835—+1,835——$289.3K—2026-11-03
Cornerstone Planning, LLC
UNCHANGED1,8341,83400%$290.2K$290.2K$02026-10-27
KPP Advisory Services LLC
UNCHANGED1,8301,83000%$289.6K$288.6K-$1.0K2026-10-26
Lanark Financial, Inc.
DECREASED1,8251,850-25-1%$292.8K$287.8K-$5.0K2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED1,8191,81900%$287.9K$286.8K-$1.0K2026-10-26
Arlington Financial Advisors, LLC
UNCHANGED1,8091,80900%$286.3K$285.2K-$1.0K2026-10-19
Sugar Maple Asset Management, LLC
NEW1,805—+1,805——$284.6K—2026-10-13
Bricktown Capital, LLC
NEW1,800—+1,800——$283.8K—2026-10-13
International Assets Investment Management, LLC
INCREASED1,7941,539+255+17%$240.9K$277.1K+$36.3K2026-11-02
Cordoba Advisory Partners LLC
INCREASED1,7701,425+345+24%$225.5K$279.2K+$53.7K2026-10-19
Genesee Capital Advisors, LLC
INCREASED1,7301,269+461+36%$200.8K$272.7K+$72.0K2026-10-20
Diversified Trust Co
DECREASED1,7255,726-4,001-70%$906.1K$272.0K-$634.1K2026-11-06
Sightline Wealth Advisors, LLC
UNCHANGED1,7151,71500%$271.4K$270.4K-$9782026-10-21
Glenview Trust Co
UNCHANGED1,7111,71100%$270.8K$269.8K-$9762026-10-28
Arrow Financial Corp
UNCHANGED1,6961,69600%$268.4K$267.4K-$9672026-10-26
Brick & Kyle, Associates
NEW1,693—+1,693——$267.0K—2026-11-05
Register Financial Advisors LLC
DECREASED1,6871,695-80%$268.3K$266.0K-$2.2K2026-10-23
KRS Capital Management, LLC
UNCHANGED1,6831,68300%$266.4K$265.5K-$9592026-10-16
Clearstead Advisors, LLC
UNCHANGED1,6811,68100%$266.0K$265.1K-$9582026-11-06
AFG Fiduciary Services Limited Partnership
DECREASED1,6741,856-182-10%$297.8K$245.7K-$52.1K2026-10-21
Crestwood Advisors Group, LLC
UNCHANGED1,6601,66000%$262.7K$261.7K-$9462026-10-27
Quantum Financial Partners LLC
INCREASED1,6161,568+48+3%$248.1K$254.8K+$6.7K2026-10-19
Chicago Partners Investment Group LLC
NEW1,609—+1,609——$240.6K—2026-10-27
Sterling Investment Counsel, LLC
UNCHANGED1,5991,59900%$253.0K$252.1K-$9132026-10-19
Princeton Global Asset Management LLC
DECREASED1,5951,616-21-1%$255.7K$251.5K-$4.2K2026-10-21
McAdam, LLC
INCREASED1,5951,585+10+1%$250.8K$251.5K+$6742026-10-21
Southland Equity Partners LLC
INCREASED1,5771,371+206+15%$217.0K$248.7K+$31.7K2026-10-14
Bison Wealth, LLC
INCREASED1,5751,528+47+3%$245.7K$238.5K-$7.3K2026-10-13
Granite FO LLC
UNCHANGED1,5501,55000%$245.3K$244.4K-$8842026-10-14
Kingsbury Capital Investment Advisors LLC
UNCHANGED1,5481,54800%$245.0K$244.1K-$8822026-10-20
BIP Wealth, LLC
DECREASED1,5471,597-50-3%$252.7K$243.9K-$8.8K2026-10-22
Chiron Capital Management, LLC
DECREASED1,5411,542-10%$244.0K$243.0K-$1.0K2026-10-15
Guilbault Capital LLC
DECREASED1,5331,619-86-5%$256.2K$241.7K-$14.5K2026-10-28
Citizens National Bank Trust Department
INCREASED1,530776+754+97%$122.8K$241.3K+$118.4K2026-11-04
Manchester Capital Management LLC
UNCHANGED1,5121,51200%$239.2K$238.4K-$8622026-10-22
Junk Investment Group, LLC
UNCHANGED1,5091,50900%$238.9K$238.0K-$8602026-10-19
Waldron Private Wealth LLC
NEW1,506—+1,506——$237.5K—2026-11-02
Davis Investment Partners, LLC
UNCHANGED1,5061,50600%$238.3K$237.5K-$8582026-11-05
Vertrix Wealth Management, LLC
INCREASED1,5031,432+71+5%$226.6K$237.1K+$10.4K2026-10-13
Enclave Advisors LLC
NEW1,502—+1,502——$236.8K—2026-10-14
Trust Co of Vermont
INCREASED1,4951,426+69+5%$225.7K$235.7K+$10.1K2026-10-21
Paragon Private Wealth Management, LLC
UNCHANGED1,4931,49300%$236.2K$235.4K-$8502026-10-20
Capital Wealth Alliance, LLC
UNCHANGED1,4901,49000%$235.8K$234.9K-$8502026-10-20
Sound Stewardship, LLC
DECREASED1,4831,697-214-13%$268.5K$233.8K-$34.7K2026-10-14
Latitude Advisors, LLC
INCREASED1,4681,318+150+11%$208.5K$231.4K+$22.9K2026-10-27
Victory Financial Group, LLC
DECREASED1,4652,113-648-31%$334.4K$231.1K-$103.4K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED1,4581,45800%$230.7K$229.9K-$8312026-10-21
GR Financial Group, LLC
INCREASED1,4481,431+17+1%$226.5K$228.4K+$1.9K2026-10-27
Allworth Financial LP
INCREASED1,4351,270+165+13%$201.0K$227.1K+$26.1K2026-11-06
Tempus Wealth Planning, LLC
DECREASED1,4271,464-37-3%$231.6K$224.9K-$6.7K2026-10-14
Fisher Asset Management, LLC
NEW1,412—+1,412——$222.7K—2026-11-06
Adell Harriman & Carpenter Inc
DECREASED1,4121,464-52-4%$231.8K$222.7K-$9.0K2026-11-02
Mitchell Sinkler & Starr
UNCHANGED1,4001,40000%$221.6K$220.8K-$7982026-10-13
Fortitude Family Office, LLC
UNCHANGED1,4001,40000%$221.6K$220.8K-$7982026-10-14
Choreo, LLC
INCREASED1,3921,292+100+8%$204.4K$219.4K+$15.0K2026-10-28
Grantvest Financial Group LLC
NEW1,380—+1,380——$217.6K—2026-10-21
True North Advisors, LLC
DECREASED1,3801,515-135-9%$239.7K$217.6K-$22.2K2026-10-22
Weaver Consulting Group
UNCHANGED1,3731,37300%$217.3K$216.5K-$7832026-10-07
Investment Management Trust, LLC
UNCHANGED1,3711,37100%$217.0K$216.2K-$7812026-11-05
Diversify Advisory Services, LLC
NEW1,358—+1,358——$203.4K—2026-10-20
Diversify Wealth Management, LLC
NEW1,358—+1,358——$203.4K—2026-10-20
Plan A Wealth LLC
INCREASED1,3581,292+66+5%$204.5K$214.2K+$9.7K2026-10-08
Andrews Advisory Associates, LLC
UNCHANGED1,3331,33300%$210.9K$210.2K-$7602026-10-15
Howard Wealth Management, LLC
UNCHANGED1,3181,31800%$208.6K$207.9K-$7522026-10-28
Essex Bank
UNCHANGED1,3121,31200%$207.6K$206.9K-$7482026-10-16
Cyndeo Wealth Partners, LLC
UNCHANGED1,3051,30500%$206.5K$205.8K-$7442026-10-16
Belvedere Trading LLC
NEW1,303—+1,303——$205.5K—2026-11-05
Indivisible Partners
NEW1,300—+1,300——$205.0K—2026-10-26
Rye Brook Capital LLC
NEW1,300—+1,300——$205—2026-10-07
Heritage Family Offices, LLP
UNCHANGED1,3001,30000%$205.7K$205.0K-$7412026-11-02
Baldwin Wealth Partners LLC
UNCHANGED1,2951,29500%$204.9K$204.2K-$7382026-10-13
Sweeney & Michel, LLC
NEW1,291—+1,291——$203.6K—2026-10-16
Peterson Wealth Management
DECREASED1,2902,118-828-39%$335.2K$203.4K-$131.8K2026-11-06
CoreCap Advisors, LLC
INCREASED1,2891,240+49+4%$196.3K$203.3K+$7.0K2026-10-08
Willner & Heller, LLC
UNCHANGED1,2841,28400%$203.2K$202.5K-$7322026-10-28
Realta Investment Advisors
INCREASED1,277588+689+117%$93.1K$201.4K+$108.3K2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED1,2731,27300%$201.5K$200.7K-$7262026-10-09
Key FInancial Inc
UNCHANGED1,1681,16800%$184.9K$184.2K-$6662026-11-02
Oakworth Capital, Inc.
DECREASED1,1241,524-400-26%$239.2K$177.2K-$62.0K2026-10-26
Dynamic Wealth Strategies, LLC
DECREASED1,1002,201-1,101-50%$348.3K$173.4K-$174.9K2026-10-16
Wolff Wiese Magana LLC
UNCHANGED1,0661,06600%$168.7K$168.1K-$6082026-10-15
Signaturefd, LLC
UNCHANGED1,0341,03400%$163.7K$163.1K-$5902026-10-23
Rossby Financial, LCC
INCREASED826100+726+726%$15.8K$130.2K+$114.4K2026-11-05
EPG Wealth Management LLC
UNCHANGED81281200%$128.5K$128.0K-$4632026-11-03
Cassaday & Co Wealth Management LLC
INCREASED785665+120+18%$105.2K$123.8K+$18.5K2026-10-27
Three Bridge Wealth Advisors, LLC
NEW725—+725——$114.3K—2026-11-05
Glass Jacobson Investment Advisors llc
NEW629—+629——$99.2K—2026-10-26
China Universal Asset Management Co., Ltd.
UNCHANGED60860800%$96.2K$95.3K-$8762026-10-28
Axiom Investment Management LLC
UNCHANGED60460400%$95.6K$95.2K-$3442026-11-03
City Holding Co
NEW600—+600——$94.6K—2026-10-19
Caldwell Trust Co
UNCHANGED60060000%$95.0K$94.6K-$3422026-10-30
High Note Wealth, LLC
UNCHANGED59559500%$94.2K$93.8K-$3392026-10-27
Gamma Investing LLC
UNCHANGED58958900%$93.2K$92.9K-$3352026-10-08
Highline Wealth Partners LLC
NEW575—+575——$90.7K—2026-10-19
Adirondack Trust Co
UNCHANGED57557500%$91.0K$90.7K-$3272026-10-14
Elevation Wealth Partners, LLC
UNCHANGED53753700%$85.0K$84.7K-$3062026-10-07
Compass Wealth Management LLC
NEW505—+505——$79.6K—2026-10-22
First Bancorp, Inc
UNCHANGED48248200%$76.3K$76.0K-$2752026-10-26
Bokf, NA
UNCHANGED46446400%$73.4K$73.2K-$2642026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED457405+52+13%$64.1K$72.1K+$8.0K2026-10-30
Murphy & Mullick Capital Management Corp
INCREASED455165+290+176%$57.8K$71.7K+$14.0K2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED44644600%$70.6K$70.3K-$2542026-10-28
Community Financial Services Group, LLC
UNCHANGED42342300%$66.2K$65.4K-$8632026-10-15
Creative Financial Designs Inc
DECREASED4171,194-777-65%$188.9K$65.7K-$123.2K2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED40040000%$63.3K$63.1K-$2282026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED40040000%$63.3K$63.1K-$2282026-10-15
State of Wyoming
NEW393—+393——$62.0K—2026-10-28
Fairscale Capital, LLC
UNCHANGED38538500%$60.9K$60.1K-$8742026-11-04
Hanson & Doremus Investment Management
DECREASED383818-435-53%$129.0K$60-$128.9K2026-10-16
Larson Financial Group LLC
INCREASED3835+378+7560%$791$60.4K+$59.6K2026-11-05
Acumen Wealth Advisors, LLC
INCREASED365332+33+10%$52.5K$57.6K+$5.0K2026-11-05
Activest Wealth Management
INCREASED361329+32+10%$52.0K$56.8K+$4.9K2026-10-15
Davis Capital Management
UNCHANGED35235200%$55.7K$55.5K-$2012026-10-08
Ascentis Independent Advisors
INCREASED346151+195+129%$23.9K$54.6K+$30.7K2026-11-03
Bell Investment Advisors, Inc
INCREASED34393+250+269%$14.7K$54.1K+$39.4K2026-10-29
Vima LLC
UNCHANGED34334300%$54.3K$54.1K-$1962026-10-23
CX Institutional
NEW328—+328——$52—2026-10-02
Dhjj Financial Advisors, Ltd.
UNCHANGED30230200%$47.8K$47.7K-$1732026-10-23
Pension & Wealth Management Advisors, Inc.
NEW300—+300——$47.3K—2026-10-16
Provident Wealth Management, LLC
UNCHANGED30030000%$47.5K$47.3K-$1712026-10-20
Quaker Wealth Management, LLC
UNCHANGED29129100%$46.1K$45.9K-$1662026-10-22
Ramsey Quantitative Systems
DECREASED2901,000-710-71%$158.3K$45.7K-$112.5K2026-10-22
Align Financial, LLC
UNCHANGED25325300%$40.0K$39.9K-$1442026-10-16
First Horizon Corp
NEW250—+250——$39.4K—2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED25025000%$39.6K$39.4K-$1422026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED24524500%$38.8K$38.6K-$1402026-10-21
Adkins Seale Capital Management LLC
UNCHANGED24024000%$38.0K$37.8K-$1372026-10-27
Rydar Equities, Inc.
NEW228—+228——$34.3K—2026-10-13
Eastern Bank
UNCHANGED22822800%$36.1K$36.0K-$1302026-10-05
Golden State Wealth Management, LLC
UNCHANGED21921900%$34.7K$34.6K-$1252026-11-02
Mather Group, Llc.
DECREASED206776-570-73%$122.8K$32.5K-$90.3K2026-10-14
Pacifica Partners Inc.
UNCHANGED20020000%$32.1K$30.9K-$1.2K2026-10-09
North Star Investment Management Corp.
UNCHANGED20020000%$31.7K$31.5K-$1142026-10-27
Root Financial Partners, LLC
NEW199—+199——$31.4K—2026-10-21
Signature Equity Partners, LLC
INCREASED19414+180+1286%$2.2K$30.6K+$28.4K2026-10-29
Russell Investments Group, Ltd.
INCREASED193161+32+20%$25.6K$30.5K+$5.0K2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED18718700%$29.6K$29.5K-$1072026-10-23
Evolution Wealth Management Inc.
DECREASED182401-219-55%$63.5K$28.7K-$34.8K2026-10-28
Angeles Wealth Management, LLC
UNCHANGED17517500%$27.7K$27.6K-$1002026-10-26
Evermay Wealth Management LLC
UNCHANGED17517500%$27.7K$27.6K-$1002026-11-05
Markowski Investments
NEW166—+166——$26.2K—2026-10-30
Lodestone Wealth Management LLC
UNCHANGED16016000%$25.4K$25.3K-$912026-10-14
SJS Investment Consulting Inc.
UNCHANGED15415400%$24.4K$24.3K-$882026-10-26
Bayban
UNCHANGED15015000%$23.7K$23.7K$02026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED13513500%$21.4K$21.3K-$772026-10-30
JFS Wealth Advisors, LLC
DECREASED115272-157-58%$43.1K$18.1K-$24.9K2026-11-03
Addison Advisors LLC
UNCHANGED11511500%$18.2K$18.1K-$652026-11-06
United Community Bank
UNCHANGED11511500%$18.2K$18.1K-$662026-10-28
Covestor Ltd
INCREASED11252+60+115%$8$18+$102026-10-30
Maseco LLP
NEW95—+95——$15.0K—2026-10-27
Hartford Financial Management Inc.
DECREASED94455-361-79%$72.0K$14.8K-$57.2K2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED949400%$14.9K$14.8K-$542026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED919100%$14.4K$14.3K-$532026-10-23
Security National Bank
NEW82—+82——$12.9K—2026-10-26
IAG Wealth Partners, LLC
NEW78—+78——$12.3K—2026-11-06
10Elms LLP
NEW73—+73——$11.5K—2026-11-06
Morling Financial Advisors, LLC
DECREASED72228-156-68%$36.1K$11.4K-$24.7K2026-10-28
Abound Wealth Management
INCREASED6957+12+21%$9.1K$10.9K+$1.9K2026-10-26
Wagner Wealth Management, LLC
NEW64—+64——$10.1K—2026-10-21
Redwood Park Advisors LLC
UNCHANGED606000%$9.5K$9.5K-$342026-11-02
Clearstead Trust, LLC
UNCHANGED595900%$9.3K$9.3K-$332026-11-06
Asset Dedication, LLC
INCREASED5115+36+240%$2.4K$8.0K+$5.7K2026-11-03
Hilltop National Bank
UNCHANGED505000%$7.9K$7.9K-$292026-10-14
Signature Resources Capital Management, LLC
INCREASED4841+7+17%$6.5K$7.6K+$1.1K2026-10-16
Contravisory Investment Management, Inc.
NEW46—+46——$7.3K—2026-10-13
United Financial Planning Group LLC
UNCHANGED404000%$6.4K$6.4K-$232026-11-04
UMB Bank, n.a.
UNCHANGED353500%$5.5K$5.5K-$202026-11-06
Ashton Thomas Securities, LLC
UNCHANGED333300%$5.2K$5.2K-$192026-10-26
Central Pacific Bank - Trust Division
INCREASED3230+2+7%$4.7K$5.0K+$2982026-10-06
Tsfg, LLC
UNCHANGED323200%$5$5$02026-10-23
Birch Financial Group, LLC
NEW31—+31——$4.9K—2026-10-27
Trust Co
NEW28—+28——$4.4K—2026-10-09
Flagship Wealth Advisors, LLC
NEW25—+25——$3.9K—2026-11-03
Team Financial Group, LLC
NEW25—+25——$3.9K—2026-10-30
Cullen T Bankers, Inc.
DECREASED2126-5-19%$4.1K$3.3K-$8042026-10-28
Plante Moran Financial Advisors, LLC
NEW17—+17——$2.7K—2026-11-04
Central Trust Co
UNCHANGED171700%$2.7K$2.7K-$102026-11-05
Nemes Rush Group LLC
UNCHANGED151500%$2.4K$2.4K-$92026-11-04
Nfsg Corp
UNCHANGED151500%$2.4K$2.4K-$92026-10-15
Newton One Investments LLC
NEW8—+8——$1.3K—2026-10-14
Clayton Financial Group LLC
NEW7—+7——$1.1K—2026-10-13
Grey Ledge Advisors, LLC
UNCHANGED7700%$1.1K$1.1K-$72026-11-02
1620 Investment Advisors, Inc.
UNCHANGED7700%$1.1K$1.1K-$42026-11-04
Key Capital Management, Inc
UNCHANGED7700%$1.1K$1.1K-$42026-11-03
Goodman Advisory Group, LLC
NEW6—+6——$946—2026-11-02
New Harbor Financial Group, LLC
CLOSED0146,497-146,497-100%$23.2M$0-$23.2M2026-10-22
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CLOSED065,306-65,306-100%$10.3M$0-$10.3M2026-10-29
Q3 Asset Management
CLOSED052,918-52,918-100%$6.7K$0-$6.7K2026-11-06
Titiun Yejiel
CLOSED024,537-24,537-100%$3.9M$0-$3.9M2026-11-06
Bank Pictet & Cie (Europe) AG
CLOSED023,871-23,871-100%$3.8M$0-$3.8M2026-10-20
5th Street Advisors, LLC
CLOSED018,911-18,911-100%$3.0M$0-$3.0M2026-11-04
Ocean Park Asset Management, LLC
CLOSED015,323-15,323-100%$2.4M$0-$2.4M2026-10-21
Legacy Wealth Partners, LLC
CLOSED014,230-14,230-100%$2.3M$0-$2.3M2026-10-15
Advisor OS, LLC
CLOSED013,770-13,770-100%$2.2M$0-$2.2M2026-11-03
VestGen Advisors, LLC
CLOSED08,298-8,298-100%$1.3M$0-$1.3M2026-10-27
Algorithmic Investment Models, LLC
CLOSED07,673-7,673-100%$1.2M$0-$1.2M2026-11-04
FNY Investment Advisers, LLC
CLOSED07,385-7,385-100%$1.2K$0-$1.2K2026-10-16
Blue Jean Financial LLC
CLOSED05,776-5,776-100%$914.1K$0-$914.1K2026-10-20
Bryant Woods Investment Advisors, LLC
CLOSED04,992-4,992-100%$789.9K$0-$789.9K2026-10-26
FSA Wealth Partners, Inc.
CLOSED03,829-3,829-100%$605.9K$0-$605.9K2026-10-26
J. Safra Sarasin Holding AG
CLOSED03,511-3,511-100%$555.8K$0-$555.8K2026-10-26
InTrack Investment Management Inc
CLOSED03,349-3,349-100%$530.0K$0-$530.0K2026-10-15
Ascent Group, LLC
CLOSED02,817-2,817-100%$445.8K$0-$445.8K2026-10-30
Avior Wealth Management, LLC
CLOSED02,658-2,658-100%$420.7K$0-$420.7K2026-10-13
Synergy Asset Management, LLC
CLOSED02,459-2,459-100%$389.1K$0-$389.1K2026-11-05
Ignite Planners, LLC
CLOSED02,057-2,057-100%$325.5K$0-$325.5K2026-10-14
Brighton Jones LLC
CLOSED01,719-1,719-100%$272.0K$0-$272.0K2026-11-03
Pier 88 Investment Partners LLC
CLOSED01,500-1,500-100%$237.4K$0-$237.4K2026-11-06
Milestone Asset Management, LLC
CLOSED01,327-1,327-100%$210.0K$0-$210.0K2026-10-15
Laurel OAK Wealth Management, LLC
CLOSED01,310-1,310-100%$207.3K$0-$207.3K2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED01,300-1,300-100%$205.7K$0-$205.7K2026-10-27
Pettinga Financial Advisors LLC
CLOSED01,275-1,275-100%$201.8K$0-$201.8K2026-10-13
Private Wealth Management Group, LLC
CLOSED0659-659-100%$104.3K$0-$104.3K2026-10-19
Gill Capital Partners, LLC
CLOSED0165-165-100%$26.1K$0-$26.1K2026-10-13
Robinswood Financial LLC
CLOSED0125-125-100%$19.8K$0-$19.8K2026-10-20
Coastline Trust Co
CLOSED0110-110-100%$17.4K$0-$17.4K2026-10-01
MCF Advisors LLC
CLOSED0100-100-100%$15.8K$0-$15.8K2026-10-28
Cornerstone Planning Group LLC
CLOSED057-57-100%$8.7K$0-$8.7K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED022-22-100%$3.5K$0-$3.5K2026-10-14
SYM Financial Corp
CLOSED018-18-100%$2.8K$0-$2.8K2026-10-26
Cape Investment Advisory, Inc.
CLOSED06-6-100%$950$0-$9502026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$443.3K$460.6K+$17.3K2026-10-29
BNP Paribas Financial Markets
N/A—16,777,726-16,777,726-100%$2.7B———
Goldman Sachs Group Inc
N/A—15,111,803-15,111,803-100%$2.4B———
Morgan Stanley
N/A—10,834,146-10,834,146-100%$1.7B———
Bank of America Corp
N/A—10,566,963-10,566,963-100%$1.7B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—9,341,500-9,341,500-100%$1.5B———
Wells Fargo & Company
N/A—3,504,082-3,504,082-100%$554.5M———
UBS Group AG
N/A—3,308,923-3,308,923-100%$523.6M———
JPMorgan Chase & Co
N/A—1,805,715-1,805,715-100%$285.9M———
Canada Pension Plan Investment Board
N/A—1,758,000-1,758,000-100%$278.2M———
Two Sigma Investments, LP
N/A—1,497,968-1,497,968-100%$237.1M———
Bessemer Group Inc
N/A—1,041,209-1,041,209-100%$164.8M———
SG Americas Securities, LLC
N/A—946,116-946,116-100%$149.7M———
Royal Bank of Canada
N/A—829,993-829,993-100%$131.3M———
Bank of Montreal
N/A—789,273-789,273-100%$124.9M———
Ameriprise Financial Inc
N/A—764,261-764,261-100%$121.0M———
Employees Retirement System of Texas
N/A—676,872-676,872-100%$107.1M———
Jain Global LLC
N/A—591,467-591,467-100%$93.6M———
Main Street Research LLC
N/A—576,754-576,754-100%$91.3M———
Raymond James Financial Inc
N/A—516,322-516,322-100%$81.7M———
BlackRock, Inc.
N/A—516,032-516,032-100%$81.7M———
Tudor Investment Corp ET AL
N/A—502,000-502,000-100%$79.4M———
Clear Street Group Inc.
N/A—500,000-500,000-100%$79.1M———
Citadel Advisors LLC
N/A—499,184-499,184-100%$79.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—484,500-484,500-100%$76.7M———
Greenhouse Funds Lllp
N/A—484,437-484,437-100%$76.7M———
Clearbridge Investments, LLC
N/A—423,739-423,739-100%$67.1M———
Osaic Holdings, Inc.
N/A—423,662-423,662-100%$67.1M———
Investure, LLC
N/A—412,250-412,250-100%$65.2M———
Susquehanna International Group, LLP
N/A—391,754-391,754-100%$62.0M———
Stifel Financial Corp
N/A—330,315-330,315-100%$52.3M———
D. E. Shaw & Co., Inc.
N/A—328,794-328,794-100%$52.0M———
Northwestern Mutual Wealth Management Co
N/A—314,224-314,224-100%$49.7M———
Rockefeller Capital Management L.P.
N/A—274,266-274,266-100%$43.4M———
Gendell Jeffrey L
N/A—262,278-262,278-100%$41.5M———
Whittier Trust Co
N/A—257,753-257,753-100%$41.4M———
FIL Ltd
N/A—242,331-242,331-100%$38.3M———
Neuberger Berman Group LLC
N/A—225,749-225,749-100%$35.7M———
Curi Capital, LLC
N/A—207,604-207,604-100%$32.9M———
WS Management Lllp
N/A—200,000-200,000-100%$31.7M———
Dafna Capital Management LLC
N/A—196,505-196,505-100%$31.1M———
Caisse de Depot ET Placement DU Quebec
N/A—186,203-186,203-100%$29.5M———
State of Wisconsin Investment Board
N/A—184,702-184,702-100%$29.2M———
Franklin Resources Inc
N/A—169,117-169,117-100%$26.8M———
Osborne Partners Capital Management, LLC
N/A—169,027-169,027-100%$26.7M———
Cetera Investment Advisers
N/A—162,025-162,025-100%$25.6M———
Envestnet Asset Management Inc
N/A—136,798-136,798-100%$21.6M———
LMR Partners LLP
N/A—131,711-131,711-100%$20.8M———
E Fund Management Co., Ltd.
N/A—128,500-128,500-100%$20.3M———
Whittier Trust Co of Nevada Inc
N/A—125,833-125,833-100%$20.6M———
Janney Montgomery Scott LLC
N/A—125,368-125,368-100%$19.8M———
Wellington Management Group LLP
N/A—121,769-121,769-100%$19.3M———
Jane Street Group, LLC
N/A—115,850-115,850-100%$18.3M———
Oxford Asset Management LLP
N/A—109,917-109,917-100%$17.4M———
Tidal Investments LLC
N/A—109,331-109,331-100%$17.3M———
Itau Unibanco Holding S.A.
N/A—109,207-109,207-100%$17.3M———
Arax Advisory Partners
N/A—108,071-108,071-100%$17.1M———
Polymer Capital Management (HK) LTD
N/A—105,300-105,300-100%$16.7M———
Lalia Capital, LLC
N/A—100,000-100,000-100%$15.8M———
Blair William & Co
N/A—95,781-95,781-100%$15.2M———
FWL Investment Management, LLC
N/A—95,070-95,070-100%$15.0M———
S&CO Inc
N/A—94,310-94,310-100%$14.9M———
Walleye Trading LLC
N/A—92,166-92,166-100%$14.6M———
JBF Capital, Inc.
N/A—92,000-92,000-100%$14.6M———
HighTower Advisors, LLC
N/A—90,861-90,861-100%$14.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—90,329-90,329-100%$14.3M———
Focus Partners Wealth
N/A—89,522-89,522-100%$14.2M———
Strategic Wealth Partners, Ltd.
N/A—89,150-89,150-100%$14.1M———
Tocqueville Asset Management L.P.
N/A—82,008-82,008-100%$13.0M———
Castleark Management LLC
N/A—80,890-80,890-100%$12.8M———
Chicago Wealth Management, Inc.
N/A—78,688-78,688-100%$12.5M———
Nan Shan Life Insurance Co., Ltd.
N/A—77,701-77,701-100%$12.3M———
HSBC Holdings PLC
N/A—71,428-71,428-100%$11.4M———
Manufacturers Life Insurance Company, the
N/A—69,047-69,047-100%$10.9M———
Equitable Holdings, Inc.
N/A—67,949-67,949-100%$10.8M———
Brown Advisory Inc
N/A—65,982-65,982-100%$10.4M———
Trivium Point Advisory, LLC
N/A—65,945-65,945-100%$10.4M———
Balance Capital Partners L.P.
N/A—64,000-64,000-100%$10.1M———
LHM, Inc.
N/A—58,514-58,514-100%$9.3M———
Roundview Capital LLC
N/A—57,963-57,963-100%$9.2M———
Nomura Asset Management Co LTD
N/A—56,831-56,831-100%$9.0M———
Marvin & Palmer Associates Inc
N/A—54,286-54,286-100%$8.6M———
Baird Financial Group, Inc.
N/A—53,702-53,702-100%$8.5M———
&partners
N/A—51,525-51,525-100%$8.2M———
Peregrine Asset Advisers, Inc.
N/A—49,039-49,039-100%$7.8M———
MML Investors Services, LLC
N/A—48,660-48,660-100%$7.7M———
CIBC World Market Inc.
N/A—48,246-48,246-100%$7.6M———
Addison Capital Co
N/A—45,825-45,825-100%$7.3M———
Measured Wealth Private Client Group, LLC
N/A—45,038-45,038-100%$7.1M———
Quadrature Capital Ltd
N/A—44,978-44,978-100%$7.1M———
Summit Financial, LLC
N/A—44,958-44,958-100%$7.1M———
Verition Fund Management LLC
N/A—44,693-44,693-100%$7.1M———
Capula Management Ltd
N/A—44,038-44,038-100%$7.0M———
Mariner, LLC
N/A—42,739-42,739-100%$6.8M———
Capstone Investment Advisors, LLC
N/A—40,463-40,463-100%$6.4M———
Freestone Grove Partners LP
N/A—39,806-39,806-100%$6.3M———
Scotia Capital Inc.
N/A—39,669-39,669-100%$6.3M———
Private Advisor Group, LLC
N/A—37,938-37,938-100%$6.0M———
Jump Financial, LLC
N/A—37,662-37,662-100%$6.0M———
Beacon Pointe Advisors, LLC
N/A—36,983-36,983-100%$5.9M———
BCS Private Wealth Management, Inc.
N/A—36,926-36,926-100%$5.8M———
Millennium Management LLC
N/A—36,882-36,882-100%$5.8M———
Bank of Nova Scotia
N/A—36,264-36,264-100%$5.7M———
Man Group plc
N/A—35,717-35,717-100%$5.7M———
National Bank of Canada
N/A—35,181-35,181-100%$5.6M———
MAI Capital Management
N/A—34,731-34,731-100%$5.5M———
Jones Financial Companies Lllp
N/A—34,618-34,618-100%$5.4M———
Cresset Asset Management, LLC
N/A—34,384-34,384-100%$5.4M———
Brant Point Investment Management LLC
N/A—33,866-33,866-100%$5.4M———
Fiduciary Trust Co
N/A—33,208-33,208-100%$5.3M———
Parker Investment Management, LLC
N/A—33,000-33,000-100%$5.2M———
Capital Fund Management S.A.
N/A—30,842-30,842-100%$4.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—30,046-30,046-100%$4.8M———
Steward Partners Investment Advisory, LLC
N/A—30,032-30,032-100%$4.8M———
ArchPoint Investors
N/A—29,875-29,875-100%$4.7M———
Cerity Partners LLC
N/A—29,636-29,636-100%$4.7M———
Global Retirement Partners, LLC
N/A—29,620-29,620-100%$4.7M———
URS Advisory LLC
N/A—28,717-28,717-100%$4.5M———
Greenline Partners, LLC
N/A—28,711-28,711-100%$4.5M———
Dimension Capital Management LLC
N/A—27,959-27,959-100%$4.4M———
Conservest Capital Advisors, Inc.
N/A—27,770-27,770-100%$4.4M———
NewEdge Advisors, LLC
N/A—27,420-27,420-100%$4.3M———
Stamos Capital Partners, L.P.
N/A—26,084-26,084-100%$4.1M———
Inspire Advisors, LLC
N/A—25,814-25,814-100%$4.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—25,743-25,743-100%$4.1M———
Arcadia Wealth Management, Inc.
N/A—25,235-25,235-100%$4.0M———
Captrust Financial Advisors
N/A—24,933-24,933-100%$3.9M———
Bearing Point Capital, LLC
N/A—24,906-24,906-100%$3.9M———
American Financial Advisors, LLC
N/A—24,664-24,664-100%$3.9M———
Coastal Bridge Advisors, LLC
N/A—24,521-24,521-100%$3.9M———
Arete Wealth Advisors, LLC
N/A—24,155-24,155-100%$3.8M———
Twin Tree Management, LP
N/A—24,074-24,074-100%$3.8M———
Transcend Capital Advisors, LLC
N/A—23,878-23,878-100%$3.8M———
Beck Capital Management, LLC
N/A—23,789-23,789-100%$3.8M———
Syon Capital LLC
N/A—23,562-23,562-100%$3.7M———
CI Investments Inc.
N/A—23,473-23,473-100%$3.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—23,412-23,412-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—23,189-23,189-100%$3.7M———
Erste Asset Management GmbH
N/A—23,130-23,130-100%$3.0M———
AQR Capital Management LLC
N/A—22,421-22,421-100%$3.5M———
RPg Family Wealth Advisory, LLC
N/A—22,155-22,155-100%$3.5M———
Risk Paradigm Group, LLC
N/A—21,755-21,755-100%$3.4M———
GTS Securities LLC
N/A—21,482-21,482-100%$3.4M———
Amica Mutual Insurance Co
N/A—21,439-21,439-100%$3.4M———
AE Wealth Management LLC
N/A—21,346-21,346-100%$3.4M———
CIBC Bancorp USA Inc.
N/A—21,005-21,005-100%$3.3M———
Mission Hills Financial Advisory, LLC
N/A—20,718-20,718-100%$3.3M———
RIK Saylor Financial, Inc.
N/A—20,687-20,687-100%$3.3M———
Victory Capital Management Inc
N/A—20,394-20,394-100%$3.2M———
Crown Advisors Management, Inc.
N/A—20,000-20,000-100%$3.2M———
Owen LaRue, LLC
N/A—19,875-19,875-100%$3.1M———
Clark Capital Management Group, Inc.
N/A—19,507-19,507-100%$3.1M———
Qube Research & Technologies Ltd
N/A—19,211-19,211-100%$3.0M———
Maven Securities LTD
N/A—19,147-19,147-100%$3.0M———
IAM Advisory, LLC
N/A—19,117-19,117-100%$3.0M———
Asset Management Group, Inc.
N/A—18,666-18,666-100%$3.0M———
Continuum Advisory, LLC
N/A—18,013-18,013-100%$2.9M———
Xcelsior Advisor Partners LLC
N/A—17,299-17,299-100%$2.7M———
Parallax Volatility Advisers, L.P.
N/A—16,933-16,933-100%$2.7M———
Wealthfront Advisers LLC
N/A—16,601-16,601-100%$2.6M———
Atlantic Union Bankshares Corp
N/A—16,047-16,047-100%$2.5M———
D L Carlson Investment Group Inc
N/A—15,924-15,924-100%$2.5M———
Glen Eagle Advisors, LLC
N/A—15,442-15,442-100%$2.4M———
Lionhunter Capital Management, LLC
N/A—15,350-15,350-100%$2.4M———
Advisory Services Network, LLC
N/A—15,111-15,111-100%$2.4M———
Ulysses Management LLC
N/A—15,000-15,000-100%$2.4M———
Knott David M Jr
N/A—15,000-15,000-100%$2.4M———
EFG International AG
N/A—14,840-14,840-100%$2.3M———
Sanctuary Advisors, LLC
N/A—14,811-14,811-100%$2.3M———
Transamerica Financial Advisors, LLC
N/A—14,095-14,095-100%$2.2M———
Mutual Advisors, LLC
N/A—13,983-13,983-100%$2.2M———
Flputnam Investment Management Co
N/A—13,537-13,537-100%$2.1M———
Mercer Global Advisors Inc
N/A—13,257-13,257-100%$2.1M———
Twin Focus Capital Partners, LLC
N/A—12,900-12,900-100%$2.0M———
Walleye Capital LLC
N/A—12,780-12,780-100%$2.0M———
Choate Investment Advisors
N/A—12,502-12,502-100%$2.0M———
SCS Capital Management LLC
N/A—12,260-12,260-100%$1.9M———
PFG Investments, LLC
N/A—12,078-12,078-100%$1.9M———
Broadwater Capital Management LLC
N/A—11,900-11,900-100%$1.9M———
Strategic Financial Services, Inc.
N/A—11,823-11,823-100%$1.9M———
Cary Street Partners Financial LLC
N/A—11,713-11,713-100%$1.9M———
Pathstone Holdings, LLC
N/A—11,683-11,683-100%$1.8M———
FMR LLC
N/A—11,674-11,674-100%$1.8M———
Boothbay Fund Management, LLC
N/A—11,616-11,616-100%$1.8M———
Credit Industriel ET Commercial
N/A—11,590-11,590-100%$1.8M———
Harbour Investments, Inc.
N/A—11,573-11,573-100%$1.8M———
Macquarie Group LTD
N/A—11,241-11,241-100%$1.8M———
Advisory Research Inc
N/A—11,071-11,071-100%$1.8M———
Barometer Capital Management Inc.
N/A—11,000-11,000-100%$1.7M———
Bramshill Investments, LLC
N/A—11,000-11,000-100%$1.7M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—10,867-10,867-100%$1.7M———
Tower Bridge Advisors
N/A—10,645-10,645-100%$1.7M———
HRT Financial LP
N/A—10,507-10,507-100%$1.7M———
Schonfeld Strategic Advisors LLC
N/A—10,471-10,471-100%$1.7M———
Kovack Advisors, Inc.
N/A—10,382-10,382-100%$1.6M———
Pine Valley Investments Ltd Liability Co
N/A—10,010-10,010-100%$1.6M———
Genesis Financial Group, LLC
N/A—9,950-9,950-100%$1.6M———
Summit Trail Advisors, LLC
N/A—9,947-9,947-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—9,858-9,858-100%$1.6M———
Federation des caisses Desjardins du Quebec
N/A—9,802-9,802-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—9,716-9,716-100%$1.5M———
IHT Wealth Management, LLC
N/A—9,421-9,421-100%$1.5M———
Fort Sheridan Advisors LLC
N/A—9,360-9,360-100%$1.5M———
Intellectus Partners, LLC
N/A—9,189-9,189-100%$1.5M———
New Paradigm Capital Management, LLC
N/A—9,000-9,000-100%$1.4M———
Hurricane Capital Advisors LLC
N/A—9,000-9,000-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—8,920-8,920-100%$1.4M———
Okabena Investment Services Inc
N/A—8,878-8,878-100%$1.4M———
Quantbot Technologies LP
N/A—8,633-8,633-100%$1.4M———
Davis R M Inc
N/A—8,597-8,597-100%$1.4M———
Resurgent Financial Advisors LLC
N/A—8,573-8,573-100%$1.4M———
Cercano Management LLC
N/A—8,549-8,549-100%$1.4M———
Ameritas Investment Partners, Inc.
N/A—8,510-8,510-100%$1.3M———
Easterly Investment Partners LLC
N/A—8,406-8,406-100%$1.3M———
Argent Trust Co
N/A—8,397-8,397-100%$1.3M———
Rothschild Investment LLC
N/A—8,382-8,382-100%$1.3M———
Sumitomo Mitsui Financial Group, Inc.
N/A—8,359-8,359-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—8,289-8,289-100%$1.3M———
Principal Securities, Inc.
N/A—8,246-8,246-100%$1.3M———
BTG Pactual Asset Management US LLC
N/A—8,227-8,227-100%$1.3M———
Edgestream Partners, L.P.
N/A—8,208-8,208-100%$1.3M———
Greenwich Wealth Management LLC
N/A—8,181-8,181-100%$1.3M———
Keystone Financial Group
N/A—8,051-8,051-100%$1.3M———
Flow Traders U.S. LLC
N/A—8,017-8,017-100%$1.3M———
First Trust Advisors LP
N/A—7,990-7,990-100%$1.3M———
XTX Topco Ltd
N/A—7,859-7,859-100%$1.2M———
Commerce Bank
N/A—7,685-7,685-100%$1.2M———
Headinvest, LLC
N/A—7,651-7,651-100%$1.2M———
Essex Financial Services, Inc.
N/A—7,576-7,576-100%$1.2M———
Westfield Capital Management Co LP
N/A—7,520-7,520-100%$1.2M———
DV Trading LLC
N/A—7,345-7,345-100%$1.2M———
VestGen Investment Management
N/A—7,272-7,272-100%$1.2M———
Texas Yale Capital Corp.
N/A—7,225-7,225-100%$1.1M———
Cheviot Value Management, LLC
N/A—7,200-7,200-100%$1.1M———
LGL Partners, LLC
N/A—6,970-6,970-100%$1.1M———
Connective Capital Management, LLC
N/A—6,736-6,736-100%$1.1M———
LM Advisors LLC
N/A—6,640-6,640-100%$1.1M———
Storgate, LLC
N/A—6,567-6,567-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—6,543-6,543-100%$1.0M———
Vista Investment Management
N/A—6,388-6,388-100%$1.0M———
Lumbard & Kellner, LLC
N/A—6,174-6,174-100%$977.0K———
Stevens Capital Management LP
N/A—6,162-6,162-100%$975.0K———
Philadelphia Investment Partners, LLC
N/A—6,151-6,151-100%$973.8K———
Cambria Investment Management, L.P.
N/A—6,061-6,061-100%$959.2K———
BFC Planning, Inc.
N/A—6,031-6,031-100%$954.5K———
Freestone Capital Holdings, LLC
N/A—5,973-5,973-100%$945.2K———
EP Wealth Advisors, LLC
N/A—5,933-5,933-100%$938.9K———
Pinnacle Financial Partners, Inc.
N/A—5,783-5,783-100%$915.3K———
Stratos Wealth Partners, Ltd.
N/A—5,622-5,622-100%$889.7K———
Snowden Capital Advisors LLC
N/A—5,497-5,497-100%$869.9K———
Glenmede Trust Co NA
N/A—5,457-5,457-100%$863.6K———
Empirical Asset Management, LLC
N/A—5,418-5,418-100%$857.4K———
Blue Edge Capital, LLC
N/A—5,377-5,377-100%$850.9K———
Financial Life Planners
N/A—5,246-5,246-100%$830.2K———
Rathbones Group PLC
N/A—5,123-5,123-100%$810.7K———
Alaethes Wealth, LLC
N/A—5,110-5,110-100%$808.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,011-5,011-100%$793.0K———
Prelude Capital Management, LLC
N/A—5,000-5,000-100%$791.3K———
Comprehensive Money Management Services LLC
N/A—4,996-4,996-100%$790.6K———
Rehmann Capital Advisory Group
N/A—4,925-4,925-100%$779.4K———
Northern Trust Corp
N/A—4,848-4,848-100%$767.2K———
Sargent Investment Group, LLC
N/A—4,740-4,740-100%$750.1K———
IEQ Capital, LLC
N/A—4,612-4,612-100%$729.9K———
FFT Wealth Management LLC
N/A—4,609-4,609-100%$729.4K———
M&T Bank Corp
N/A—4,601-4,601-100%$728.1K———
Silvercrest Asset Management Group LLC
N/A—4,560-4,560-100%$721.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,536-4,536-100%$717.9K———
NewEdge Wealth, LLC
N/A—4,529-4,529-100%$716.6K———
Caprock Group, LLC
N/A—4,512-4,512-100%$714.1K———
United Capital Financial Advisors, LLC
N/A—4,242-4,242-100%$671.2K———
Arkadios Wealth Advisors
N/A—4,116-4,116-100%$651.3K———
Betterment LLC
N/A—4,112-4,112-100%$651.0K———
Intesa Sanpaolo S.p.A.
N/A—4,000-4,000-100%$633.3K———
Evercore Wealth Management, LLC
N/A—3,992-3,992-100%$631.7K———
Bank OZK
N/A—3,972-3,972-100%$628.6K———
Ingalls & Snyder LLC
N/A—3,964-3,964-100%$627.0K———
Bridgewater Advisors Inc.
N/A—3,958-3,958-100%$583.1K———
Fortis Advisors, LLC
N/A—3,908-3,908-100%$618.4K———
First Manhattan Co. Llc.
N/A—3,800-3,800-100%$601.4K———
Fortress Private Ledger, LLC
N/A—3,742-3,742-100%$592.2K———
Massar Capital Management, LP
N/A—3,730-3,730-100%$590.3K———
Everstar Asset Management, LLC
N/A—3,720-3,720-100%$588.7K———
Gladstone Institutional Advisory LLC
N/A—3,614-3,614-100%$571.9K———
Two Sigma Securities, LLC
N/A—3,610-3,610-100%$571.3K———
NCM Capital Management, LLC
N/A—3,585-3,585-100%$567.4K———
Partners Capital Investment Group, LLP
N/A—3,581-3,581-100%$566.6K———
Clare Market Investments LLC
N/A—3,552-3,552-100%$562.1K———
Byrne Financial Freedom, LLC
N/A—3,526-3,526-100%$558.0K———
Waverly Advisors, LLC
N/A—3,524-3,524-100%$557.6K———
Sequoia Financial Advisors, LLC
N/A—3,523-3,523-100%$557.4K———
Brevan Howard Capital Management LP
N/A—3,472-3,472-100%$550.9K———
Mathes Company, Inc.
N/A—3,470-3,470-100%$549.0K———
Miller Investment Management, LP
N/A—3,435-3,435-100%$543.6K———
Fischer Investment Strategies, LLC
N/A—3,427-3,427-100%$542.3K———
Great Valley Advisor Group, Inc.
N/A—3,420-3,420-100%$541.6K———
IFG Advisory, LLC
N/A—3,377-3,377-100%$534.4K———
Garden State Investment Advisory Services LLC
N/A—3,272-3,272-100%$517.8K———
Bartlett & Co. Wealth Management LLC
N/A—3,120-3,120-100%$493.7K———
Quantinno Capital Management LP
N/A—3,106-3,106-100%$491.6K———
Coastwise Capital Group, LLC
N/A—3,092-3,092-100%$489.4K———
Kiley Juergens Wealth Management, LLC
N/A—2,955-2,955-100%$467.6K———
Jaffetilchin Investment Partners, LLC
N/A—2,952-2,952-100%$467.1K———
UBS Asset Management Americas LLC
N/A—2,933-2,933-100%$464.1K———
Tranquilli Financial Advisor LLC
N/A—2,926-2,926-100%$463.0K———
Geneos Wealth Management Inc.
N/A—2,855-2,855-100%$451.8K———
Dorsey & Whitney Trust Co LLC
N/A—2,800-2,800-100%$443.1K———
Wealth Alliance, LLC
N/A—2,786-2,786-100%$440.9K———
Phoenix Financial Ltd.
N/A—2,784-2,784-100%$440.6K———
Intellus Advisors LLC
N/A—2,750-2,750-100%$435.2K———
Shufro Rose & Co LLC
N/A—2,650-2,650-100%$419.4K———
Banco BTG Pactual S.A.
N/A—2,610-2,610-100%$413.0K———
Wealthspire Advisors, LLC
N/A—2,578-2,578-100%$408.0K———
RWA Wealth Partners, LLC
N/A—2,563-2,563-100%$405.6K———
Motco
N/A—2,555-2,555-100%$404.3K———
Insigneo Advisory Services, LLC
N/A—2,518-2,518-100%$398.5K———
Menora Mivtachim Holdings Ltd.
N/A—2,500-2,500-100%$395.6K———
Aptus Capital Advisors, LLC
N/A—2,486-2,486-100%$393.4K———
Ironwood Investment Counsel, LLC
N/A—2,467-2,467-100%$390.4K———
Navis Wealth Advisors, LLC
N/A—2,431-2,431-100%$384.7K———
Quarry LP
N/A—2,380-2,380-100%$376.6K———
Continental Investors Services, Inc.
N/A—2,318-2,318-100%$354.7K———
Spinnaker Trust
N/A—2,310-2,310-100%$365.6K———
Pinnacle Family Advisors, LLC
N/A—2,300-2,300-100%$364.0K———
Stephens Inc
N/A—2,280-2,280-100%$360.8K———
RFP Financial Group LLC
N/A—2,242-2,242-100%$354.8K———
Regal Investment Advisors LLC
N/A—2,233-2,233-100%$353.3K———
Round Rock Advisors LLC
N/A—2,219-2,219-100%$351.2K———
Anchor Investment Management, LLC
N/A—2,217-2,217-100%$350.8K———
Benjamin Edwards Inc
N/A—2,197-2,197-100%$347.7K———
Maridea Wealth Management LLC
N/A—2,151-2,151-100%$340.4K———
STG Securities, LLC
N/A—2,136-2,136-100%$338.0K———
M3 Advisory Group, LLC
N/A—2,101-2,101-100%$332.5K———
Credit Agricole S A
N/A—2,085-2,085-100%$330.0K———
Stratos Wealth Advisors, LLC
N/A—2,045-2,045-100%$323.7K———
Zuckerman Investment Group, LLC
N/A—2,023-2,023-100%$320.1K———
Beaton Management Co. Inc.
N/A—2,022-2,022-100%$320.0K———
Banque Cantonale Vaudoise
N/A—2,001-2,001-100%$317.0K———
J. Goldman & Co LP
N/A—2,000-2,000-100%$316.5K———
Next Capital Management LLC
N/A—2,000-2,000-100%$316.5K———
O'shaughnessy Asset Management, LLC
N/A—1,990-1,990-100%$314.9K———
World Investment Advisors
N/A—1,924-1,924-100%$253.8K———
Financial Engines Advisors L.L.C.
N/A—1,864-1,864-100%$295.0K———
Fiduciary Group, LLC
N/A—1,832-1,832-100%$289.9K———
Ballentine Partners, LLC
N/A—1,827-1,827-100%$289.1K———
Presidio Capital Management, LLC
N/A—1,812-1,812-100%$286.8K———
Invst, LLC
N/A—1,802-1,802-100%$285.1K———
Vance Wealth, LLC
N/A—1,786-1,786-100%$282.6K———
Runnymede Capital Advisors, Inc.
N/A—1,748-1,748-100%$276.6K———
K.J. Harrison & Partners Inc
N/A—1,720-1,720-100%$272.2K———
Ausdal Financial Partners, Inc.
N/A—1,706-1,706-100%$269.9K———
Nicholson Wealth Management Group, LLC
N/A—1,692-1,692-100%$267.8K———
OneDigital Investment Advisors LLC
N/A—1,621-1,621-100%$256.5K———
Prospect Financial Services LLC
N/A—1,606-1,606-100%$254.2K———
Banco Santander, S.A.
N/A—1,606-1,606-100%$254.2K———
Bragg Financial Advisors, Inc
N/A—1,596-1,596-100%$252.6K———
Knollwood Investment Advisory, LLC
N/A—1,553-1,553-100%$245.8K———
JTC Employer Solutions Trustee Ltd
N/A—1,550-1,550-100%$246.0K———
KMT Wealth Management, LLC
N/A—1,548-1,548-100%$245.0K———
Sfmg, LLC
N/A—1,516-1,516-100%$239.9K———
Tyche Wealth Partners LLC
N/A—1,494-1,494-100%$236.4K———
Belpointe Asset Management LLC
N/A—1,492-1,492-100%$236.1K———
Fortis Capital Advisors, LLC
N/A—1,492-1,492-100%$236.1K———
BlackDiamond Wealth Management, LLC
N/A—1,490-1,490-100%$235.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,468-1,468-100%$232.4K———
Tolleson Wealth Management, Inc.
N/A—1,434-1,434-100%$226.9K———
Calton & Associates, Inc.
N/A—1,393-1,393-100%$220.5K———
Huntington National Bank
N/A—1,370-1,370-100%$216.8K———
Tobias Financial Advisors, Inc.
N/A—1,355-1,355-100%$214.4K———
Allied Private Wealth LLC
N/A—1,353-1,353-100%$220.6K———
Pacific SUN Financial Corp
N/A—1,330-1,330-100%$210.5K———
Kintra Wealth, LLC
N/A—1,288-1,288-100%$202.0K———
PeakShares LLC
N/A—1,284-1,284-100%$203.2K———
Fairfield, Bush & Co.
N/A—1,270-1,270-100%$201.0K———
Rollins Financial Advisors, LLC
N/A—1,266-1,266-100%$200.3K———
N.E.W. Advisory Services LLC
N/A—1,256-1,256-100%$198.7K———
Centaurus Financial, Inc.
N/A—1,254-1,254-100%$199.0K———
ST Germain D J Co Inc
N/A—1,239-1,239-100%$196.1K———
Innovative Asset Advisors Group, LLC
N/A—1,175-1,175-100%$185.9K———
MetLife Investment Management, LLC
N/A—1,170-1,170-100%$185.2K———
BlueCrest Capital Management Ltd
N/A—1,169-1,169-100%$185.0K———
Ramirez Asset Management, Inc.
N/A—775-775-100%$122.6K———
Brown Brothers Harriman & Co
N/A—672-672-100%$106.3K———
Ancora Advisors LLCA
N/A—660-660-100%$104.4K———
Boreal Capital Management LLC
N/A—642-642-100%$101.6K———
GW&K Investment Management, LLC
N/A—621-621-100%$98.0K———
Anchor Bay Capital, Inc.
N/A—612-612-100%$96.7K———
Hollencrest Capital Management
N/A—550-550-100%$87.0K———
SOA Wealth Advisors, Llc.
N/A—543-543-100%$85.9K———
Family Manage LLC
N/A—537-537-100%$85.0K———
FAS Wealth Partners, Inc.
N/A—522-522-100%$82.6K———
Toronto Dominion Bank
N/A—507-507-100%$80.2K———
Forum Finance Group S.A.
N/A—500-500-100%$64———
Premier Financial Group
N/A—458-458-100%$72.5K———
Rialto Wealth Management, LLC
N/A—449-449-100%$71.1K———
Howe & Rusling Inc
N/A—386-386-100%$61.1K———
Fiduciary Financial Advisors
N/A—367-367-100%$58.0K———
Main Management LLC
N/A—330-330-100%$52.0K———
Ballast Advisors LLC
N/A—309-309-100%$48.9K———
Aventura Private Wealth, LLC
N/A—307-307-100%$48.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—291-291-100%$46.0K———
Greykasell Wealth Strategies, Inc.
N/A—285-285-100%$45.1K———
Caitlin John, LLC
N/A—262-262-100%$41.5K———
Nalls Sherbakoff Group, LLC
N/A—250-250-100%$39.6K———
SHP Wealth Management
N/A—238-238-100%$37.7K———
Prestige Wealth Management Group LLC
N/A—236-236-100%$37.3K———
Crewe Advisors LLC
N/A—230-230-100%$36.4K———
HighMark Wealth Management LLC
N/A—221-221-100%$35.0K———
Centiva Capital, LP
N/A—208-208-100%$32.9K———
Quantum Portfolio Management LLC
N/A—200-200-100%$31.7K———
Consultiva Wealth Management, Corp.
N/A—200-200-100%$31.7K———
Bellevue Asset Management, LLC
N/A—200-200-100%$31.8K———
Glassman Wealth Services
N/A—200-200-100%$31.7K———
Cary Street Partners Investment Advisory LLC
N/A—185-185-100%$29.3K———
Steigerwald, Gordon & Koch Inc.
N/A—180-180-100%$28.5K———
Godfrey Financial Associates, Inc.
N/A—170-170-100%$26.9K———
Smartleaf Asset Management LLC
N/A—166-166-100%$26.3K———
Mark Sheptoff Financial Planning, LLC
N/A—150-150-100%$23.7K———
Sankala Group LLC
N/A—150-150-100%$24.0K———
Alerus Financial NA
N/A—140-140-100%$22.2K———
IMA Advisory Services, Inc.
N/A—121-121-100%$19.2K———
Smithfield Trust Co
N/A—114-114-100%$18.0K———
Founders Financial Alliance, LLC
N/A—101-101-100%$16.0K———
Field & Main Bank
N/A—100-100-100%$15.8K———
Caldwell Sutter Capital, Inc.
N/A—100-100-100%$15.8K———
PIN OAK Investment Advisors Inc
N/A—100-100-100%$16———
ARK Investment Management LLC
N/A—94-94-100%$14.8K———
Seneschal Advisors, LLC
N/A—90-90-100%$14.2K———
Keating Financial Advisory Services, Inc.
N/A—90-90-100%$14.2K———
Osbon Capital Management LLC
N/A—83-83-100%$13.3K———
JDM Financial Group LLC
N/A—80-80-100%$12.7K———
HM Payson & Co
N/A—64-64-100%$10.1K———
Johnson Financial Group, Inc.
N/A—63-63-100%$10.0K———
Crews Bank & Trust
N/A—60-60-100%$9.5K———
Orion Capital Management LLC
N/A—50-50-100%$7.9K———
HHM Wealth Advisors, LLC
N/A—50-50-100%$7.9K———
Mcguire Capital Advisors Inc
N/A—43-43-100%$6.8K———
Proffitt & Goodson Inc
N/A—43-43-100%$6.8K———
Strive Financial Group,LLC
N/A—42-42-100%$6.6K———
TD Capital Management LLC
N/A—24-24-100%$3.8K———
Front Row Advisors LLC
N/A—20-20-100%$3.2K———
Richard W. Paul & Associates, LLC
N/A—19-19-100%$3.0K———
Ameriflex Group, Inc.
N/A—15-15-100%$2.4K———
Mpwm Advisory Solutions, LLC
N/A—10-10-100%$1.6K———
Basepoint Wealth LLC
N/A—10-10-100%$1.6K———
WealthShield Partners, LLC
N/A—10-10-100%$1.6K———
CNB Bank
N/A—8-8-100%$1.3K———
Copia Wealth Management
N/A—7-7-100%$1.1K———
Bogart Wealth, LLC
N/A—6-6-100%$955———
Dunhill Financial, LLC
N/A—5-5-100%$791———
Horizon Investments, LLC
N/A—2-2-100%$316———
E Fund Management (Hong Kong) Co., Ltd.
N/A—00—$0———
Showing 1009 of 1009 institutions