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Spdr Djia Trust (DIA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,773,054 from 1,667,199
Change+105,855 (+6%)
Value$901.7M (+$30.8M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares834,550 from 907,796
Change-73,246 (-8%)
Value$424.4M (-$49.8M)
Filed 2026-11-09
Imc-Chicago, LLC
DECREASED
Shares358,034 from 1,202,720
Change-844,686 (-70%)
Value$182.1M (-$446.2M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares237,961 from 233,170
Change+4,791 (+2%)
Value$121.0K (-$121.7M)
Filed 2026-11-02
Arkansas Financial Group, Inc.
DECREASED
Shares210,103 from 213,367
Change-3,264 (-2%)
Value$106.8M (-$4.6M)
Filed 2026-10-26
Berkshire Money Management, Inc.
INCREASED
Shares205,980 from 204,256
Change+1,724 (+1%)
Value$104.8M (-$2.0M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares169,294 from 214,385
Change-45,091 (-21%)
Value$86.1M (-$25.9M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares166,373 from 162,003
Change+4,370 (+3%)
Value$84.6M (-$19.9K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares138,394 from 144,531
Change-6,137 (-4%)
Value$70.4M (-$5.1M)
Filed 2026-10-30
Thor Trading Advisors, LLC
DECREASED
Shares126,776 from 134,499
Change-7,723 (-6%)
Value$64.5M (-$5.8M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares116,061 from 112,629
Change+3,432 (+3%)
Value$59.0M (+$186.5K)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares114,977 from 109,655
Change+5,322 (+5%)
Value$58.5M (+$1.2M)
Filed 2026-10-14
TCP Asset Management, LLC
INCREASED
Shares113,774 from 111,749
Change+2,025 (+2%)
Value$58.2M (-$226.5K)
Filed 2026-10-14
StoryOne LLC
INCREASED
Shares86,594 from 39,490
Change+47,104 (+119%)
Value$44.0M (+$23.4M)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares84,570 from 84,570
Change0 (0%)
Value$43.0M (-$1.2M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares78,741 from 66,268
Change+12,473 (+19%)
Value$39.4M (+$5.5M)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares63,097 from 64,857
Change-1,760 (-3%)
Value$32.1M (-$1.8M)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares62,940 from 55,198
Change+7,742 (+14%)
Value$32.1M (+$3.2M)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares59,023 from 58,707
Change+316 (+1%)
Value$30.0M (-$651.5K)
Filed 2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED
Shares58,960 from 59,768
Change-808 (-1%)
Value$30.2M (-$1.0M)
Filed 2026-10-09
Chartist Inc
DECREASED
Shares58,516 from 59,471
Change-955 (-2%)
Value$29.8M (-$1.3M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares57,321 from 95,892
Change-38,571 (-40%)
Value$29.2M (-$20.9M)
Filed 2026-11-06
GenWealth Group, Inc.
INCREASED
Shares54,423 from 53,785
Change+638 (+1%)
Value$27.7M (-$419.8K)
Filed 2026-10-16
Meitav Investment House LTD
INCREASED
Shares53,745 from 53,725
Change+20 (+0%)
Value$27.3M (-$733.4K)
Filed 2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares51,632 from 52,051
Change-419 (-1%)
Value$26.3M (-$933.1K)
Filed 2026-10-29
Johnson Bixby & Associates, LLC
INCREASED
Shares51,533 from 51,356
Change+177 (+0%)
Value$26.2M (-$620.9K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares49,745 from 40,719
Change+9,026 (+22%)
Value$25.3M (+$4.0M)
Filed 2026-11-02
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares48,431 from 48,431
Change0 (0%)
Value$24.7M (-$680.6K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
DECREASED
Shares48,146 from 48,257
Change-111 (0%)
Value$24.5M (-$724.3K)
Filed 2026-11-05
Conservest Capital Advisors, Inc.
DECREASED
Shares47,602 from 48,553
Change-951 (-2%)
Value$24.2M (-$1.2M)
Filed 2026-11-09
Clarity Wealth Advisors, LLC
INCREASED
Shares46,167 from 45,279
Change+888 (+2%)
Value$23.5M (-$175.1K)
Filed 2026-10-21
AMG National Trust Bank
DECREASED
Shares45,099 from 45,214
Change-115 (0%)
Value$22.9M (-$684.3K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares43,023 from 38,053
Change+4,970 (+13%)
Value$21.9M (+$2.0M)
Filed 2026-11-04
Valen Private Capital, LLC
NEW
Shares42,562
Change+42,562
Value$21.6M
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares42,121 from 38,047
Change+4,074 (+11%)
Value$21.8M (+$1.9M)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares41,535 from 42,249
Change-714 (-2%)
Value$21.1M (-$948.0K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares40,855 from 39,524
Change+1,331 (+3%)
Value$21.3M (+$695.4K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares39,898 from 38,451
Change+1,447 (+4%)
Value$20.3M (+$203.8K)
Filed 2026-10-16
Pittenger & Anderson Inc
INCREASED
Shares38,342 from 36,759
Change+1,583 (+4%)
Value$19.5M (+$296.5K)
Filed 2026-11-02
Financial Concepts Unlimited, Inc.
INCREASED
Shares37,635 from 36,569
Change+1,066 (+3%)
Value$19.1M (+$36.1K)
Filed 2026-11-06
Smithbridge Asset Management Inc
INCREASED
Shares36,946 from 36,193
Change+753 (+2%)
Value$18.8M (-$118.4K)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares36,781 from 37,426
Change-645 (-2%)
Value$18.7M (-$846.0K)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares34,968 from 31,699
Change+3,269 (+10%)
Value$17.8M (+$1.2M)
Filed 2026-10-29
Royal Fund Management, LLC
NEW
Shares34,616
Change+34,616
Value$17.6M
Filed 2026-10-22
TD Waterhouse Canada Inc.
DECREASED
Shares34,157 from 36,204
Change-2,047 (-6%)
Value$17.4M (-$1.5M)
Filed 2026-10-16
IFG Advisory, LLC
INCREASED
Shares32,989 from 31,709
Change+1,280 (+4%)
Value$16.8M (+$212.0K)
Filed 2026-11-09
Latko Wealth Management, Ltd.
DECREASED
Shares32,351 from 34,130
Change-1,779 (-5%)
Value$16.5M (-$1.4M)
Filed 2026-11-09
Jacksonville Wealth Management, LLC
INCREASED
Shares30,181 from 27,441
Change+2,740 (+10%)
Value$15.3M (+$1.0M)
Filed 2026-10-30
Capital Management Associates, Inc
INCREASED
Shares29,752 from 29,261
Change+491 (+2%)
Value$15.1M (-$155.3K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares29,290 from 30,115
Change-825 (-3%)
Value$14.9K (-$15.7M)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares28,832 from 30,593
Change-1,761 (-6%)
Value$14.7M (-$1.3M)
Filed 2026-11-06
MKT Advisors LLC
DECREASED
Shares27,798 from 30,396
Change-2,598 (-9%)
Value$14.2M (-$1.8M)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares27,469 from 283,870
Change-256,401 (-90%)
Value$14.0M (-$134.3M)
Filed 2026-11-04
Harbour Investments, Inc.
INCREASED
Shares26,669 from 16,949
Change+9,720 (+57%)
Value$13.6M (+$4.7M)
Filed 2026-11-09
Retirement Financial Solutions, LLC
INCREASED
Shares26,660 from 25,945
Change+715 (+3%)
Value$13.6M (+$4.6K)
Filed 2026-10-20
Beacon Capital Management, LLC
DECREASED
Shares26,154 from 30,086
Change-3,932 (-13%)
Value$13.3M (-$2.4M)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares25,616 from 24,583
Change+1,033 (+4%)
Value$13.0M (+$185.1K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
DECREASED
Shares24,876 from 25,941
Change-1,065 (-4%)
Value$12.7M (-$900.4K)
Filed 2026-10-20
Benin Management Corp
DECREASED
Shares24,322 from 24,897
Change-575 (-2%)
Value$12.4M (-$637.0K)
Filed 2026-10-22
Focus Wealth Advisors, LLC
DECREASED
Shares23,833 from 24,377
Change-544 (-2%)
Value$12.1M (-$613.9K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares23,046 from 26,745
Change-3,699 (-14%)
Value$11.7M (-$2.3M)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares21,843 from 22,924
Change-1,081 (-5%)
Value$11.1M (-$867.0K)
Filed 2026-10-08
Washington Capital Management, Inc
UNCHANGED
Shares21,499 from 21,499
Change0 (0%)
Value$10.9M (-$297.5K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares21,303 from 28,646
Change-7,343 (-26%)
Value$10.8M (-$4.1M)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares21,163 from 22,532
Change-1,369 (-6%)
Value$10.8M (-$1.0M)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares20,520 from 20,319
Change+201 (+1%)
Value$10.4M (-$179.2K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares20,497 from 16,726
Change+3,771 (+23%)
Value$10.4M (+$1.7M)
Filed 2026-10-23
Smith Chas P & Associates PA Cpas
DECREASED
Shares19,845 from 20,624
Change-779 (-4%)
Value$10.3M (-$472.6K)
Filed 2026-10-22
Csenge Advisory Group
DECREASED
Shares19,768 from 20,242
Change-474 (-2%)
Value$10.1M (-$521.2K)
Filed 2026-11-04
Kozak & Associates, Inc.
DECREASED
Shares19,223 from 21,352
Change-2,129 (-10%)
Value$10.1M (-$1.1M)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares19,104 from 18,314
Change+790 (+4%)
Value$9.7M (+$148.0K)
Filed 2026-10-08
GHP Investment Advisors, Inc.
DECREASED
Shares18,773 from 18,844
Change-71 (0%)
Value$9.5M (-$296.9K)
Filed 2026-10-15
Washburn Capital Management, Inc.
INCREASED
Shares18,164 from 17,637
Change+527 (+3%)
Value$9.2M (+$24.5K)
Filed 2026-10-19
Foster Group, Inc.
DECREASED
Shares17,566 from 17,577
Change-11 (0%)
Value$8.9M (-$248.9K)
Filed 2026-10-13
Bessemer Group Inc
DECREASED
Shares17,413 from 17,665
Change-252 (-1%)
Value$8.9K (-$9.2M)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares17,350 from 16,603
Change+747 (+5%)
Value$8.8M (+$149.9K)
Filed 2026-10-28
Echo45 Advisors LLC
INCREASED
Shares16,507 from 16,326
Change+181 (+1%)
Value$8.4M (-$133.5K)
Filed 2026-10-07
Sowell Financial Services LLC
DECREASED
Shares16,231 from 16,278
Change-47 (0%)
Value$8.3M (-$248.9K)
Filed 2026-10-23
Oak Harvest Investment Services
DECREASED
Shares16,129 from 16,415
Change-286 (-2%)
Value$8.2M (-$372.5K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares16,085 from 14,139
Change+1,946 (+14%)
Value$8.2M (+$793.8K)
Filed 2026-10-23
NTV Asset Management LLC
DECREASED
Shares15,919 from 16,294
Change-375 (-2%)
Value$8.1M (-$416.2K)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares15,881 from 16,002
Change-121 (-1%)
Value$8.1M (-$283.1K)
Filed 2026-11-06
Curtis Advisory Group, LLC
INCREASED
Shares15,853 from 12,826
Change+3,027 (+24%)
Value$8.1M (+$1.4M)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares15,689 from 15,777
Change-88 (-1%)
Value$8.0M (-$262.4K)
Filed 2026-10-13
King Wealth Management Group
DECREASED
Shares15,479 from 15,804
Change-325 (-2%)
Value$7.9K (-$8.2M)
Filed 2026-11-09
Chung Wu Investment Group, LLC
INCREASED
Shares15,460 from 15,435
Change+25 (+0%)
Value$7.9M (-$200.9K)
Filed 2026-11-03
Magnolia Capital Management LTD
DECREASED
Shares15,346 from 15,426
Change-80 (-1%)
Value$7.8K (-$254)
Filed 2026-10-09
Regions Financial Corp
INCREASED
Shares15,290 from 14,107
Change+1,183 (+8%)
Value$7.8M (+$406.4K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares14,973 from 114,022
Change-99,049 (-87%)
Value$7.6M (-$51.9M)
Filed 2026-10-15
Iowa State Bank
UNCHANGED
Shares14,840 from 14,840
Change0 (0%)
Value$7.5M (-$205.4K)
Filed 2026-10-06
Choreo, LLC
DECREASED
Shares14,679 from 14,724
Change-45 (0%)
Value$7.5M (-$226.3K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares13,643 from 12,483
Change+1,160 (+9%)
Value$6.9M (+$416.9K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares13,572 from 12,863
Change+709 (+6%)
Value$6.9M (+$182.0K)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares13,480 from 13,758
Change-278 (-2%)
Value$6.9M (-$331.8K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares13,408 from 14,554
Change-1,146 (-8%)
Value$6.8M (-$784.2K)
Filed 2026-11-03
Worth Asset Management, LLC
NEW
Shares13,189
Change+13,189
Value$6.7M
Filed 2026-10-07
Nwam LLC
DECREASED
Shares12,614 from 12,686
Change-72 (-1%)
Value$6.4M (-$212.1K)
Filed 2026-11-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares12,608 from 3,455
Change+9,153 (+265%)
Value$6.4M (+$4.6M)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares12,554 from 12,145
Change+409 (+3%)
Value$6.4M (+$39.9K)
Filed 2026-11-03
Montag A & Associates Inc
UNCHANGED
Shares12,375 from 12,375
Change0 (0%)
Value$6.3M (-$173.9K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares12,141 from 12,237
Change-96 (-1%)
Value$6.2M (-$217.8K)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares12,055 from 12,138
Change-83 (-1%)
Value$6.1M (-$210.2K)
Filed 2026-11-05
Cowa, LLC
DECREASED
Shares12,006 from 12,153
Change-147 (-1%)
Value$6.1M (-$243.0K)
Filed 2026-10-30
IFG Advisors, LLC
DECREASED
Shares11,699 from 11,796
Change-97 (-1%)
Value$5.9M (-$212.7K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares11,657 from 11,657
Change0 (0%)
Value$6.1M ($0)
Filed 2026-10-26
Birinyi Associates Inc
INCREASED
Shares11,530 from 11,525
Change+5 (+0%)
Value$5.9K (-$6.0M)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares11,502 from 12,799
Change-1,297 (-10%)
Value$5.8M (-$837.0K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares11,495 from 12,160
Change-665 (-5%)
Value$5.8M (-$506.4K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares11,409 from 11,019
Change+390 (+4%)
Value$5.8M (+$37.9K)
Filed 2026-10-23
Wealth Quarterback LLC
INCREASED
Shares11,320 from 8,939
Change+2,381 (+27%)
Value$5.8M (+$1.1M)
Filed 2026-10-20
Lynch Investment Planning, LLC
INCREASED
Shares11,128 from 10,954
Change+174 (+2%)
Value$5.7M (-$65.5K)
Filed 2026-10-27
Littlejohn Financial Services, Inc.
INCREASED
Shares11,111 from 11,048
Change+63 (+1%)
Value$5.7M (-$120.8K)
Filed 2026-11-06
Narwhal Capital Management
UNCHANGED
Shares11,080 from 11,080
Change0 (0%)
Value$5.6M (-$153.3K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares10,969 from 11,011
Change-42 (0%)
Value$5.6M (-$173.8K)
Filed 2026-10-26
American National Bank & Trust
UNCHANGED
Shares10,623 from 10,623
Change0 (0%)
Value$5.4M (-$147.0K)
Filed 2026-10-07
Venture Visionary Partners LLC
DECREASED
Shares10,614 from 10,631
Change-17 (0%)
Value$5.4M (-$155.6K)
Filed 2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares10,493 from 10,713
Change-220 (-2%)
Value$5.3M (-$259.9K)
Filed 2026-10-23
Wealthfront Advisers LLC
INCREASED
Shares10,479 from 8,194
Change+2,285 (+28%)
Value$5.3M (+$1.0M)
Filed 2026-11-09
Thrivent Financial for Lutherans
INCREASED
Shares10,336 from 9,581
Change+755 (+8%)
Value$5.3K (-$5.0M)
Filed 2026-11-05
AtlasMark Financial, Inc
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$5.2M (-$141.2K)
Filed 2026-10-13
Intergy Private Wealth, LLC
DECREASED
Shares10,049 from 10,125
Change-76 (-1%)
Value$5.1M (-$178.5K)
Filed 2026-10-16
KW Wealth Management LLC
NEW
Shares10,015
Change+10,015
Value$5.1M
Filed 2026-10-28
Mufg Bank, Ltd.
NEW
Shares10,000
Change+10,000
Value$5.1M
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares9,608 from 9,662
Change-54 (-1%)
Value$4.9M (-$161.3K)
Filed 2026-11-05
Fortis Group Advisors, LLC
INCREASED
Shares9,565 from 9,505
Change+60 (+1%)
Value$4.9M (-$22.1K)
Filed 2026-11-06
Foresight Capital Management Advisors, Inc.
DECREASED
Shares9,493 from 9,622
Change-129 (-1%)
Value$4.8M (-$198.6K)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares9,229 from 1,311
Change+7,918 (+604%)
Value$4.7M (+$158.7K)
Filed 2026-11-03
Tortoise Investment Management, LLC
DECREASED
Shares9,210 from 9,340
Change-130 (-1%)
Value$4.7M (-$195.4K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED
Shares8,996 from 8,828
Change+168 (+2%)
Value$4.6M (-$36.8K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares8,904 from 8,866
Change+38 (+0%)
Value$4.5M (-$102.8K)
Filed 2026-11-02
Western Wealth Management, LLC
DECREASED
Shares8,702 from 9,039
Change-337 (-4%)
Value$4.4M (-$296.4K)
Filed 2026-11-09
TrueWealth Advisors, LLC
INCREASED
Shares8,679 from 8,403
Change+276 (+3%)
Value$4.4M (+$24.2K)
Filed 2026-10-09
Northern Financial Advisors Inc
DECREASED
Shares8,597 from 9,043
Change-446 (-5%)
Value$4.4M (-$351.9K)
Filed 2026-10-29
Lewis Asset Management, LLC
UNCHANGED
Shares8,520 from 8,520
Change0 (0%)
Value$4.3M (-$107.8K)
Filed 2026-10-14
Absolute Capital Management, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$4.3M (-$117.6K)
Filed 2026-10-16
Capital Wealth Alliance, LLC
DECREASED
Shares8,474 from 9,438
Change-964 (-10%)
Value$4.3M (-$620.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares8,433 from 7,115
Change+1,318 (+19%)
Value$4.3M (+$571.8K)
Filed 2026-10-16
Autumn Glory Partners, LLC
INCREASED
Shares8,412 from 7,554
Change+858 (+11%)
Value$4.3M (+$331.8K)
Filed 2026-10-26
Fortune 45 LLC
DECREASED
Shares8,268 from 8,280
Change-12 (0%)
Value$4.2M (-$121.3K)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares8,190 from 15,951
Change-7,761 (-49%)
Value$4.2M (-$3.7M)
Filed 2026-11-06
Great Valley Advisor Group, Inc.
INCREASED
Shares8,117 from 6,433
Change+1,684 (+26%)
Value$4.1M (+$767.8K)
Filed 2026-11-09
Tufton Capital Management
DECREASED
Shares8,018 from 8,350
Change-332 (-4%)
Value$4.1K (-$4.4M)
Filed 2026-10-20
Melone Private Wealth, LLC
DECREASED
Shares8,009 from 8,098
Change-89 (-1%)
Value$4.1M (-$157.5K)
Filed 2026-10-16
Kelleher Financial Advisors
INCREASED
Shares7,961 from 6,304
Change+1,657 (+26%)
Value$4.0M (+$755.2K)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares7,858 from 8,076
Change-218 (-3%)
Value$4.0M (-$222.5K)
Filed 2026-10-23
Schnieders Capital Management, Llc.
DECREASED
Shares7,748 from 7,752
Change-4 (0%)
Value$3.9M (-$109.3K)
Filed 2026-11-09
Meridian Investment Counsel Inc.
DECREASED
Shares7,556 from 7,568
Change-12 (0%)
Value$3.8M (-$110.8K)
Filed 2026-10-14
Greenfield Savings Bank
DECREASED
Shares7,498 from 7,527
Change-29 (0%)
Value$3.8M (-$118.9K)
Filed 2026-10-07
Fiduciary Alliance LLC
DECREASED
Shares7,320 from 7,373
Change-53 (-1%)
Value$3.7M (-$128.9K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares7,275 from 7,726
Change-451 (-6%)
Value$3.7M (-$336.4K)
Filed 2026-11-09
Caldwell Trust Co
UNCHANGED
Shares7,249 from 7,249
Change0 (0%)
Value$3.7M (-$100.3K)
Filed 2026-10-30
Objective Capital Management, LLC
INCREASED
Shares7,152 from 7,041
Change+111 (+2%)
Value$3.6M (-$40.7K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares7,082 from 6,334
Change+748 (+12%)
Value$3.6M (+$292.3K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares7,023 from 7,105
Change-82 (-1%)
Value$3.6M (-$139.5K)
Filed 2026-10-08
PFG Advisors
INCREASED
Shares6,869 from 6,524
Change+345 (+5%)
Value$3.5M (+$85.2K)
Filed 2026-10-16
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares6,868 from 6,868
Change0 (0%)
Value$3.5K (-$3.6M)
Filed 2026-11-09
Fingerlakes Wealth Management, Inc.
INCREASED
Shares6,824 from 6,760
Change+64 (+1%)
Value$3.5M (-$61.1K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares6,681 from 6,559
Change+122 (+2%)
Value$3.4M (-$29.0K)
Filed 2026-10-20
Mlp3, LLC
INCREASED
Shares6,666 from 5,942
Change+724 (+12%)
Value$3.4M (+$286.4K)
Filed 2026-10-22
Bokf, NA
INCREASED
Shares6,531 from 130
Change+6,401 (+4924%)
Value$3.3M (+$3.3M)
Filed 2026-10-27
Canandaigua National Bank & Trust Co
INCREASED
Shares6,337 from 6,313
Change+24 (+0%)
Value$3.2M (-$75.2K)
Filed 2026-10-07
Mattern Capital Management, LLC
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$3.2M (-$87.2K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares6,166 from 6,853
Change-687 (-10%)
Value$3.1M (-$444.2K)
Filed 2026-11-03
Monograph Wealth Advisors, LLC
UNCHANGED
Shares6,098 from 6,098
Change0 (0%)
Value$3.1M (-$85.7K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,094 from 7,914
Change-1,820 (-23%)
Value$3.1M (-$1.0M)
Filed 2026-11-03
Belvedere Trading LLC
INCREASED
Shares6,080 from 2,339
Change+3,741 (+160%)
Value$3.1M (+$1.9M)
Filed 2026-11-05
OceanIQ Capital, LLC
NEW
Shares5,980
Change+5,980
Value$3.1M
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares5,953 from 6,444
Change-491 (-8%)
Value$3.0M (-$339.0K)
Filed 2026-11-03
BigSur Wealth Management LLC
DECREASED
Shares5,919 from 6,169
Change-250 (-4%)
Value$3.0M (-$214.1K)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares5,910 from 6,110
Change-200 (-3%)
Value$3.0M (-$186.0K)
Filed 2026-11-06
Arvest Investments, Inc.
INCREASED
Shares5,831 from 5,630
Change+201 (+4%)
Value$3.0M (+$24.1K)
Filed 2026-10-21
Crumly & Associates Inc.
DECREASED
Shares5,724 from 5,754
Change-30 (-1%)
Value$2.9M (-$94.9K)
Filed 2026-10-07
St. Clair Advisors, LLC
DECREASED
Shares5,719 from 5,869
Change-150 (-3%)
Value$2.9M (-$157.5K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$2.9K (-$79)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares5,541 from 5,162
Change+379 (+7%)
Value$2.8M (+$121.4K)
Filed 2026-10-14
Paragon Capital Management Inc
DECREASED
Shares5,427 from 5,525
Change-98 (-2%)
Value$2.8M (-$126.3K)
Filed 2026-10-15
Hudock, Inc.
DECREASED
Shares5,422 from 5,443
Change-21 (0%)
Value$2.8M (-$85.9K)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares5,418 from 5,528
Change-110 (-2%)
Value$2.8M (-$132.4K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
DECREASED
Shares5,396 from 12,109
Change-6,713 (-55%)
Value$2.7M (-$142.0K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,309 from 4,842
Change+467 (+10%)
Value$2.7M (+$170.5K)
Filed 2026-10-27
Cambridge Financial Group, LLC
UNCHANGED
Shares5,302 from 5,302
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-06
FSM Wealth Advisors, LLC
UNCHANGED
Shares5,177 from 5,177
Change0 (0%)
Value$2.6M (-$55.6K)
Filed 2026-10-27
Fifth Third Securities, Inc.
DECREASED
Shares5,159 from 5,462
Change-303 (-6%)
Value$2.6M (-$229.6K)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares5,050 from 5,049
Change+1 (+0%)
Value$2.6M (-$69.6K)
Filed 2026-10-09
Seamount Financial Group Inc
DECREASED
Shares5,037 from 5,065
Change-28 (-1%)
Value$2.6M (-$84.0K)
Filed 2026-10-21
SouthState Bank Corp
DECREASED
Shares5,025 from 5,053
Change-28 (-1%)
Value$2.6M (-$84.2K)
Filed 2026-11-09
American State Bank (Iowa)
DECREASED
Shares4,977 from 4,992
Change-15 (0%)
Value$2.5M (-$76.7K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares4,947 from 5,563
Change-616 (-11%)
Value$2.5M (-$390.3K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares4,847 from 5,816
Change-969 (-17%)
Value$2.5M (-$573.6K)
Filed 2026-10-15
Net Worth Advisory Group
DECREASED
Shares4,829 from 4,911
Change-82 (-2%)
Value$2.5M (-$109.1K)
Filed 2026-10-20
GreatBanc Trust Co
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$2.4M (-$65.6K)
Filed 2026-11-04
Sage Capital Management, LLC
INCREASED
Shares4,691 from 4,680
Change+11 (+0%)
Value$2.4M (-$59.7K)
Filed 2026-10-20
Atlas Private Wealth Advisors
DECREASED
Shares4,680 from 5,556
Change-876 (-16%)
Value$2.4M (-$522.3K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares4,638 from 4,525
Change+113 (+3%)
Value$2.4M (-$5.4K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares4,630 from 3,481
Change+1,149 (+33%)
Value$2.4M (+$586.1K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares4,628 from 4,709
Change-81 (-2%)
Value$2.4M (-$106.7K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares4,571 from 1,706
Change+2,865 (+168%)
Value$2.3M (+$1.4M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,532 from 4,406
Change+126 (+3%)
Value$2.3M (+$2.3K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares4,498 from 5,286
Change-788 (-15%)
Value$2.3M (-$455.5K)
Filed 2026-11-03
Blvd Private Wealth, LLC
DECREASED
Shares4,482 from 4,599
Change-117 (-3%)
Value$2.3M (-$123.5K)
Filed 2026-10-14
Marathon Wealth Advisors LLC
DECREASED
Shares4,444 from 4,464
Change-20 (0%)
Value$2.3M (-$71.7K)
Filed 2026-11-04
Lionsbridge Wealth Management LLC
DECREASED
Shares4,437 from 4,838
Change-401 (-8%)
Value$2.3M (-$270.9K)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares4,425 from 4,265
Change+160 (+4%)
Value$2.3M (+$22.5K)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares4,367 from 4,565
Change-198 (-4%)
Value$2.2M (-$163.6K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares4,351 from 4,340
Change+11 (+0%)
Value$2.2M (-$54.6K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares4,278 from 847
Change+3,431 (+405%)
Value$2.2M (+$1.7M)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares4,257 from 4,230
Change+27 (+1%)
Value$2.2M (-$45.1K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,236 from 3,706
Change+530 (+14%)
Value$2.2M (+$220.9K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$2.1M (-$58.3K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
INCREASED
Shares4,201 from 4,175
Change+26 (+1%)
Value$2.1M (-$44.7K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares4,160 from 4,165
Change-5 (0%)
Value$2.1M (-$60.2K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares4,076 from 4,017
Change+59 (+1%)
Value$2.1M (-$25.9K)
Filed 2026-10-14
Windsor Capital Management, LLC
DECREASED
Shares4,058 from 4,158
Change-100 (-2%)
Value$2.1M (-$108.9K)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$2.1M (-$56.0K)
Filed 2026-10-14
4Wealth Advisors, Inc.
INCREASED
Shares4,040 from 739
Change+3,301 (+447%)
Value$2.1M (+$1.7M)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares4,038 from 3,784
Change+254 (+7%)
Value$2.1M (+$77.2K)
Filed 2026-11-06
Optivise Advisory Services LLC
DECREASED
Shares4,008 from 4,056
Change-48 (-1%)
Value$2.0M (-$80.7K)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares4,002 from 4,122
Change-120 (-3%)
Value$2.0M (-$118.1K)
Filed 2026-11-04
Ashford Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$2.0M (-$56.2K)
Filed 2026-11-02
Quantum Financial Partners LLC
INCREASED
Shares3,983 from 3,950
Change+33 (+1%)
Value$2.0M (-$37.4K)
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares3,971 from 3,620
Change+351 (+10%)
Value$2.0M (+$128.7K)
Filed 2026-10-22
Community Trust & Investment Co
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$2.0M (-$54.7K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,889 from 3,735
Change+154 (+4%)
Value$2.0M (+$26.9K)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares3,865 from 3,956
Change-91 (-2%)
Value$2.0M (-$101.3K)
Filed 2026-11-04
Purus Wealth Management, LLC
INCREASED
Shares3,774 from 3,764
Change+10 (+0%)
Value$1.9M (-$47.0K)
Filed 2026-10-15
Flagstar Securities, Inc
INCREASED
Shares3,772 from 3,717
Change+55 (+1%)
Value$1.9M (-$24.6K)
Filed 2026-10-15
Paulson Wealth Management Inc.
UNCHANGED
Shares3,766 from 3,766
Change0 (0%)
Value$1.9M (-$51.9K)
Filed 2026-11-02
Morton Capital Management LLC
DECREASED
Shares3,763 from 3,929
Change-166 (-4%)
Value$1.9M (-$138.8K)
Filed 2026-10-23
Gallacher Capital Management LLC
DECREASED
Shares3,754 from 3,893
Change-139 (-4%)
Value$1.9M (-$124.7K)
Filed 2026-10-30
Secure Asset Management, LLC
DECREASED
Shares3,746 from 4,398
Change-652 (-15%)
Value$1.9M (-$392.8K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares3,730 from 3,704
Change+26 (+1%)
Value$1.9M (-$38.0K)
Filed 2026-11-06
Bedminster, LLC
DECREASED
Shares3,720 from 3,839
Change-119 (-3%)
Value$1.9M (-$113.6K)
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares3,657 from 3,715
Change-58 (-2%)
Value$1.9M (-$81.1K)
Filed 2026-10-22
AIA Group Ltd
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$1.9M (-$50.6K)
Filed 2026-10-30
CV Advisors LLC
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$1.8M (-$50.3K)
Filed 2026-10-13
Rydar Equities, Inc.
INCREASED
Shares3,627 from 3,578
Change+49 (+1%)
Value$1.9M (-$13.8K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares3,584 from 1,542
Change+2,042 (+132%)
Value$1.8M (+$1.0M)
Filed 2026-11-03
Milestone Asset Management, LLC
NEW
Shares3,534
Change+3,534
Value$1.8M
Filed 2026-10-15
RMR Wealth Builders
DECREASED
Shares3,521 from 3,530
Change-9 (0%)
Value$1.8M (-$53.2K)
Filed 2026-10-22
Heritage Investment Group, Inc.
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$1.8M (-$48.2K)
Filed 2026-11-03
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares3,461 from 3,461
Change0 (0%)
Value$1.8M (-$47.9K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares3,440 from 3,404
Change+36 (+1%)
Value$1.7M (-$28.9K)
Filed 2026-11-05
Sharper & Granite LLC
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$1.6M (-$203.6K)
Filed 2026-11-02
Auxano Advisors, LLC
UNCHANGED
Shares3,414 from 3,414
Change0 (0%)
Value$1.7M (-$47.3K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
INCREASED
Shares3,390 from 3,366
Change+24 (+1%)
Value$1.7M (-$34.2K)
Filed 2026-10-22
Aull & Monroe Investment Management Corp
DECREASED
Shares3,380 from 3,417
Change-37 (-1%)
Value$1.7M (-$66.1K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
DECREASED
Shares3,341 from 3,977
Change-636 (-16%)
Value$1.7M (-$360.1K)
Filed 2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,337 from 3,211
Change+126 (+4%)
Value$1.7M (+$19.9K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares3,327 from 3,357
Change-30 (-1%)
Value$1.7M (-$61.7K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$1.7M (-$45.7K)
Filed 2026-10-05
Kaizen Financial Strategies
DECREASED
Shares3,300 from 3,397
Change-97 (-3%)
Value$1.7M (-$96.4K)
Filed 2026-10-09
KCM Investment Advisors LLC
DECREASED
Shares3,300 from 3,314
Change-14 (0%)
Value$1.7M (-$53.0K)
Filed 2026-10-27
Letson Investment Management, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$1.7M (-$45.7K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$1.7M (-$46.4K)
Filed 2026-10-15
Rasp Wealth Solutions, LLC
INCREASED
Shares3,264 from 3,262
Change+2 (+0%)
Value$1.7M (-$43.7K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares3,258 from 3,274
Change-16 (0%)
Value$1.7M (-$51.8K)
Filed 2026-10-30
Spring Capital Management, LLC
INCREASED
Shares3,240 from 2,920
Change+320 (+11%)
Value$1.6M (+$122.3K)
Filed 2026-10-09
Northern Capital Management, Inc.
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$1.6M (-$44.8K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares3,224 from 3,089
Change+135 (+4%)
Value$1.6M (+$25.7K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares3,221 from 2,264
Change+957 (+42%)
Value$1.6M (+$455.8K)
Filed 2026-10-21
Grandview Asset Management LLC
DECREASED
Shares3,195 from 3,839
Change-644 (-17%)
Value$1.6M (-$380.8K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares3,194 from 3,011
Change+183 (+6%)
Value$1.6M (+$51.4K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares3,167 from 3,165
Change+2 (+0%)
Value$1.6M (-$42.8K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,148 from 3,038
Change+110 (+4%)
Value$1.6M (+$14.1K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares3,124 from 2,859
Change+265 (+9%)
Value$1.6M (+$95.1K)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares3,110 from 3,327
Change-217 (-7%)
Value$1.6M (-$156.4K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
DECREASED
Shares3,086 from 3,093
Change-7 (0%)
Value$1.6M (-$45.9K)
Filed 2026-10-26
Cambridge Advisors Inc.
DECREASED
Shares3,073 from 3,308
Change-235 (-7%)
Value$1.6M (-$165.3K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares3,028 from 3,018
Change+10 (+0%)
Value$1.5M (-$36.5K)
Filed 2026-10-23
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares3,009 from 3,009
Change0 (0%)
Value$1.5M (-$41.6K)
Filed 2026-10-29
Kelman-Lazarov, Inc.
INCREASED
Shares3,008 from 2,999
Change+9 (+0%)
Value$1.5M (-$36.8K)
Filed 2026-11-09
Jacobi Capital Management LLC
INCREASED
Shares2,999 from 2,702
Change+297 (+11%)
Value$1.5M (+$113.7K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares2,998 from 2,880
Change+118 (+4%)
Value$1.5M (+$20.5K)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares2,998 from 2,938
Change+60 (+2%)
Value$1.5M (-$10.2K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED
Shares2,991 from 3,315
Change-324 (-10%)
Value$1.5M (-$210.7K)
Filed 2026-11-02
WBH Advisory Inc
INCREASED
Shares2,990 from 2,488
Change+502 (+20%)
Value$1.5M (+$220.9K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares2,967 from 2,951
Change+16 (+1%)
Value$1.5M (-$32.7K)
Filed 2026-10-29
Apella Capital, LLC
DECREASED
Shares2,963 from 3,436
Change-473 (-14%)
Value$1.5M (-$301.6K)
Filed 2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares2,951 from 1,824
Change+1,127 (+62%)
Value$1.5M (+$547.9K)
Filed 2026-10-20
Foronjy Financial LLC
DECREASED
Shares2,939 from 2,958
Change-19 (-1%)
Value$1.5M (-$50.6K)
Filed 2026-10-14
Eagle Capital Management, LLC
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$1.5K (-$41)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,912
Change+2,912
Value$1.5M
Filed 2026-10-16
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$1.5M (-$39.9K)
Filed 2026-11-06
Woodmont Investment Counsel LLC
UNCHANGED
Shares2,869 from 2,869
Change0 (0%)
Value$1.5M (-$39.7K)
Filed 2026-10-29
QTR Family Wealth, LLC
INCREASED
Shares2,850 from 2,725
Change+125 (+5%)
Value$1.4M (+$25.8K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$1.4M (-$39.2K)
Filed 2026-10-14
Certuity, LLC
INCREASED
Shares2,814 from 2,813
Change+1 (+0%)
Value$1.4M (-$17.3K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares2,809 from 2,602
Change+207 (+8%)
Value$1.4M (+$69.5K)
Filed 2026-10-27
HighPoint Advisor Group LLC
INCREASED
Shares2,804 from 2,795
Change+9 (+0%)
Value$1.4M (-$34.2K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$1.4K (-$39)
Filed 2026-10-13
First City Capital Management, Inc.
DECREASED
Shares2,785 from 2,835
Change-50 (-2%)
Value$1.4M (-$64.4K)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares2,770 from 3,133
Change-363 (-12%)
Value$1.4M (-$228.2K)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,764 from 2,409
Change+355 (+15%)
Value$1.4M (+$147.4K)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares2,740 from 402
Change+2,338 (+582%)
Value$1.4M (+$1.2M)
Filed 2026-11-02
Valley National Advisers Inc
DECREASED
Shares2,737 from 2,756
Change-19 (-1%)
Value$1.4M (-$47.8K)
Filed 2026-10-23
John Boyer, Inc.
NEW
Shares2,730
Change+2,730
Value$1.4M
Filed 2026-10-27
Wealth Management Partners, LLC
DECREASED
Shares2,730 from 2,769
Change-39 (-1%)
Value$1.4M (-$58.2K)
Filed 2026-10-21
NWF Advisory Services Inc.
INCREASED
Shares2,707 from 2,651
Change+56 (+2%)
Value$1.4M (-$8.6K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares2,673 from 2,780
Change-107 (-4%)
Value$1.4M (-$92.8K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares2,672 from 4,401
Change-1,729 (-39%)
Value$1.4M (-$940.4K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares2,595 from 2,650
Change-55 (-2%)
Value$1.3M (-$65.1K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares2,588 from 2,586
Change+2 (+0%)
Value$1.3M (-$34.6K)
Filed 2026-11-06
Victory Financial Group, LLC
DECREASED
Shares2,569 from 3,749
Change-1,180 (-31%)
Value$1.3M (-$716.9K)
Filed 2026-10-27
Americana Partners, LLC
INCREASED
Shares2,562 from 2,523
Change+39 (+2%)
Value$1.3M (-$15.1K)
Filed 2026-10-28
Citizens & Northern Corp
UNCHANGED
Shares2,543 from 2,543
Change0 (0%)
Value$1.3M (-$35.2K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$1.3M (-$34.9K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$1.3M (-$34.8K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares2,510 from 2,553
Change-43 (-2%)
Value$1.3M (-$9.2K)
Filed 2026-10-27
HBK Sorce Advisory LLC
INCREASED
Shares2,498 from 2,058
Change+440 (+21%)
Value$1.3M (+$167.7K)
Filed 2026-11-06
Redwood Family Wealth LLC
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$1.2M (-$33.8K)
Filed 2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,444 from 2,500
Change-56 (-2%)
Value$1.2M (-$63.3K)
Filed 2026-10-26
Smith Asset Management Co., LLC
INCREASED
Shares2,443 from 1,075
Change+1,368 (+127%)
Value$1.2M (+$681.0K)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares2,428 from 1,862
Change+566 (+30%)
Value$1.2M (+$262.3K)
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares2,417 from 2,463
Change-46 (-2%)
Value$1.2M (-$57.5K)
Filed 2026-10-16
First National Trust Co
DECREASED
Shares2,414 from 2,440
Change-26 (-1%)
Value$1.2M (-$47.0K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares2,409 from 2,408
Change+1 (+0%)
Value$1.2M (-$18.5K)
Filed 2026-10-21
Members Advisory Group LLC
NEW
Shares2,386
Change+2,386
Value$1.2M
Filed 2026-11-09
Romano Brothers and Company
INCREASED
Shares2,325 from 2,224
Change+101 (+5%)
Value$1.2M (+$20.3K)
Filed 2026-10-22
Tannin Capital LLC
DECREASED
Shares2,299 from 2,416
Change-117 (-5%)
Value$1.2M (-$92.9K)
Filed 2026-11-05
Florida Trust Wealth Management Co
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$1.2M (-$31.8K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
DECREASED
Shares2,259 from 2,303
Change-44 (-2%)
Value$1.2M (-$40.7K)
Filed 2026-10-09
Ring Mountain Capital, LLC
INCREASED
Shares2,247 from 2,189
Change+58 (+3%)
Value$1.1M (-$800)
Filed 2026-10-13
Well Done, LLC
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$1.1M (-$31.0K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$1.1M (-$30.9K)
Filed 2026-11-05
Acropolis Investment Management, LLC
DECREASED
Shares2,230 from 2,330
Change-100 (-4%)
Value$1.1M (-$83.1K)
Filed 2026-10-08
Magnus Financial Group LLC
INCREASED
Shares2,218 from 2,215
Change+3 (+0%)
Value$1.1M (-$28.8K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares2,217 from 2,295
Change-78 (-3%)
Value$1.1M (-$71.4K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares2,214 from 2,236
Change-22 (-1%)
Value$1.1M (-$42.1K)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$1.1M (-$30.6K)
Filed 2026-10-27
Saxon Interests, Inc.
DECREASED
Shares2,200 from 4,306
Change-2,106 (-49%)
Value$1.1M (-$1.1M)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares2,192 from 2,191
Change+1 (+0%)
Value$1.1M (-$30.3K)
Filed 2026-10-26
Quartz Partners, LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$1.1M (-$30.0K)
Filed 2026-11-03
Clear Point Advisors Inc.
DECREASED
Shares2,167 from 2,182
Change-15 (-1%)
Value$1.1M (-$37.5K)
Filed 2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares2,139 from 2,127
Change+12 (+1%)
Value$1.1M (-$23.3K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares2,119 from 2,106
Change+13 (+1%)
Value$1.1M (-$22.4K)
Filed 2026-10-13
Advisor Resource Council
DECREASED
Shares2,112 from 2,277
Change-165 (-7%)
Value$1.1M (-$125.4K)
Filed 2026-11-05
Coldstream Capital Management Inc
INCREASED
Shares2,108 from 2,055
Change+53 (+3%)
Value$1.1M (-$1.4K)
Filed 2026-11-09
Visionary Wealth Advisors
DECREASED
Shares2,107 from 2,121
Change-14 (-1%)
Value$1.1M (-$36.5K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
DECREASED
Shares2,090 from 2,192
Change-102 (-5%)
Value$1.1M (-$82.3K)
Filed 2026-11-06
Gables Capital Management Inc.
UNCHANGED
Shares2,071 from 2,071
Change0 (0%)
Value$1.1M (-$28.7K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares2,067 from 1,381
Change+686 (+50%)
Value$1.1M (+$329.5K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares2,056 from 1,902
Change+154 (+8%)
Value$1.0M (+$52.0K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares2,055 from 2,093
Change-38 (-2%)
Value$1.0M (-$48.1K)
Filed 2026-10-16
truNorth Financial Services, Inc.
DECREASED
Shares2,033 from 2,150
Change-117 (-5%)
Value$1.0M (-$89.3K)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares2,029 from 1,307
Change+722 (+55%)
Value$1.0M (+$349.0K)
Filed 2026-10-26
Diversify Wealth Management, LLC
INCREASED
Shares2,004 from 1,881
Change+123 (+7%)
Value$1.0M (+$63.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares2,004 from 1,881
Change+123 (+7%)
Value$1.0M (+$63.8K)
Filed 2026-10-20
Concord Wealth Partners
INCREASED
Shares1,965 from 1,949
Change+16 (+1%)
Value$999.3K (-$18.8K)
Filed 2026-11-02
Pegasus Asset Management, Inc.
DECREASED
Shares1,964 from 1,965
Change-1 (0%)
Value$998.8K (-$27.7K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares1,960 from 2,070
Change-110 (-5%)
Value$996.8K (-$84.6K)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares1,946 from 646
Change+1,300 (+201%)
Value$989.8K (+$652.4K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares1,937 from 1,956
Change-19 (-1%)
Value$1.0M (-$18.6K)
Filed 2026-10-13
Fisher Asset Management, LLC
INCREASED
Shares1,928 from 987
Change+941 (+95%)
Value$980.7K (+$465.1K)
Filed 2026-11-06
Kanawha Capital Management LLC
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$973.3K (-$26.5K)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$971.3K (-$26.4K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
INCREASED
Shares1,903 from 1,882
Change+21 (+1%)
Value$967.6K (-$17.0K)
Filed 2026-10-16
AM Investment Strategies LLC
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$691 (-$296)
Filed 2026-11-05
Founders Capital Management
DECREASED
Shares1,882 from 1,891
Change-9 (0%)
Value$957.3K (-$30.8K)
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares1,875 from 1,874
Change+1 (+0%)
Value$953.3K (-$25.5K)
Filed 2026-10-27
Banta Asset Management LP
DECREASED
Shares1,874 from 2,004
Change-130 (-6%)
Value$953.0K (-$93.8K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares1,872 from 934
Change+938 (+100%)
Value$952.4K (+$464.2K)
Filed 2026-10-23
180 Wealth Advisors, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$951.6K (-$25.9K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares1,860 from 1,838
Change+22 (+1%)
Value$945.9K (-$14.3K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares1,852 from 1,831
Change+21 (+1%)
Value$941.9K (-$14.6K)
Filed 2026-10-29
Soundwatch Capital LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$945.5K (-$20.9K)
Filed 2026-11-04
Bensler, LLC
INCREASED
Shares1,844 from 1,839
Change+5 (+0%)
Value$937.6K (-$23.0K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares1,842 from 1,874
Change-32 (-2%)
Value$936.7K (-$42.2K)
Filed 2026-10-08
Advanced Asset Management Advisors Inc
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$932.8K (-$25.4K)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$929.1K (-$25.3K)
Filed 2026-10-13
Motco
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$915.4K (-$24.9K)
Filed 2026-11-09
Selective Wealth Management, Inc.
INCREASED
Shares1,797 from 1,796
Change+1 (+0%)
Value$936.6K (+$1.0K)
Filed 2026-10-16
Godsey & Gibb, Inc
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$900.6K (-$24.5K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares1,756 from 1,781
Change-25 (-1%)
Value$893.0K (-$37.4K)
Filed 2026-10-26
Eagle Wealth Advisors LLC
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$888.0K (-$22.0K)
Filed 2026-10-20
Global Financial Private Client, LLC
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$876.7K (-$23.9K)
Filed 2026-10-15
First Hawaiian Bank
DECREASED
Shares1,723 from 1,762
Change-39 (-2%)
Value$876.2K (-$44.2K)
Filed 2026-10-14
Orrstown Financial Services Inc
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$868.6K (-$23.6K)
Filed 2026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$867.6K (-$23.6K)
Filed 2026-10-15
Gibson Capital, LLC
NEW
Shares1,702
Change+1,702
Value$865.6K
Filed 2026-10-23
Fagan Associates, Inc.
INCREASED
Shares1,699 from 1,631
Change+68 (+4%)
Value$864.0K (+$12.0K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$862.8K (-$20.7K)
Filed 2026-10-13
Argent Trust Co
INCREASED
Shares1,683 from 1,481
Change+202 (+14%)
Value$855.9K (+$82.2K)
Filed 2026-11-09
Joel Isaacson & Co., LLC
INCREASED
Shares1,676 from 1,673
Change+3 (+0%)
Value$852.6K (-$21.5K)
Filed 2026-11-05
Argentarii, LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$852.3K (-$48.2K)
Filed 2026-10-28
Calamos Wealth Management LLC
DECREASED
Shares1,675 from 1,725
Change-50 (-3%)
Value$851.8K (-$49.3K)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares1,659 from 1,713
Change-54 (-3%)
Value$866.7K (-$28.2K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
UNCHANGED
Shares1,657 from 1,657
Change0 (0%)
Value$842.7K (-$22.9K)
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares1,647 from 1,409
Change+238 (+17%)
Value$837.6K (+$101.5K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,642 from 1,784
Change-142 (-8%)
Value$835.0K (-$96.9K)
Filed 2026-10-27
Midwest Trust Co
DECREASED
Shares1,635 from 1,881
Change-246 (-13%)
Value$831.5K (-$151.1K)
Filed 2026-10-22
Milestones Private Investment Advisors LLC
INCREASED
Shares1,632 from 1,609
Change+23 (+1%)
Value$830.0K (-$10.6K)
Filed 2026-10-19
True North Advisors, LLC
INCREASED
Shares1,627 from 1,621
Change+6 (+0%)
Value$829.2K (-$17.4K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
DECREASED
Shares1,623 from 1,646
Change-23 (-1%)
Value$825.4K (-$34.5K)
Filed 2026-10-09
Peoples Bank
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$822.3K (-$22.4K)
Filed 2026-10-09
Sherman Asset Management, Inc.
NEW
Shares1,600
Change+1,600
Value$813.7K
Filed 2026-11-05
Sheets Smith Wealth Management
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$809.1K (-$22.0K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares1,587 from 1,935
Change-348 (-18%)
Value$806.8K (-$204.0K)
Filed 2026-10-15
Private Advisory Group LLC
NEW
Shares1,576
Change+1,576
Value$801.5K
Filed 2026-11-06
Everest Financial Group LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$800.6K (-$21.6K)
Filed 2026-11-06
Fogel Capital Management, Inc.
UNCHANGED
Shares1,568 from 1,568
Change0 (0%)
Value$797.4K (-$21.7K)
Filed 2026-11-04
Financial Futures Ltd Liability Co.
DECREASED
Shares1,554 from 1,592
Change-38 (-2%)
Value$790.4K (-$41.4K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares1,552 from 1,594
Change-42 (-3%)
Value$794.3K (-$38.6K)
Filed 2026-10-09
Burns J W & Co Inc
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$788.8K (-$21.5K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares1,545
Change+1,545
Value$787.4K
Filed 2026-10-28
Claro Advisors Inc.
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$780.2K (-$21.2K)
Filed 2026-11-02
Marks Group Wealth Management, Inc
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$779.1K (-$21.2K)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$775.5K (-$21.1K)
Filed 2026-10-21
Sage Capital Advisors,llc
INCREASED
Shares1,510 from 1,505
Change+5 (+0%)
Value$768.1K (-$18.1K)
Filed 2026-10-13
Capital Asset Managemnet, LLC
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$765.4K (-$20.8K)
Filed 2026-11-09
Geneos Wealth Management Inc.
DECREASED
Shares1,504 from 1,511
Change-7 (0%)
Value$764.8K (-$24.8K)
Filed 2026-11-09
Arwa LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$774.3K (-$12.9K)
Filed 2026-10-21
Glenview Trust Co
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$753.7K (-$20.5K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
DECREASED
Shares1,474 from 1,812
Change-338 (-19%)
Value$749.6K (-$197.0K)
Filed 2026-10-21
Cordoba Advisory Partners LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$751.4K (-$19.1K)
Filed 2026-10-19
Plancorp, LLC
DECREASED
Shares1,467 from 1,630
Change-163 (-10%)
Value$758.7K (-$96.4K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
DECREASED
Shares1,462 from 1,591
Change-129 (-8%)
Value$743.6K (-$87.5K)
Filed 2026-10-13
Sterling Investment Counsel, LLC
DECREASED
Shares1,460 from 1,493
Change-33 (-2%)
Value$742.5K (-$37.4K)
Filed 2026-10-19
Institute for Wealth Management, Llc.
INCREASED
Shares1,454 from 974
Change+480 (+49%)
Value$739.3K (+$230.5K)
Filed 2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,443 from 1,438
Change+5 (+0%)
Value$734.0K (-$17.2K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares1,437 from 1,358
Change+79 (+6%)
Value$732.4K (+$22.8K)
Filed 2026-11-04
Guardian Capital, LLC
DECREASED
Shares1,417 from 1,707
Change-290 (-17%)
Value$720.5K (-$171.0K)
Filed 2026-11-06
Traphagen Investment Advisors LLC
INCREASED
Shares1,401 from 1,386
Change+15 (+1%)
Value$712.6K (-$11.5K)
Filed 2026-10-14
Dumont & Blake Investment Advisors LLC
DECREASED
Shares1,400 from 1,430
Change-30 (-2%)
Value$711.7K (-$35.0K)
Filed 2026-10-28
First Financial Corp
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$710.4K (-$19.3K)
Filed 2026-10-13
Rockland Trust Co
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$709.4K (-$19.3K)
Filed 2026-10-05
Compass Planning Associates Inc
INCREASED
Shares1,391 from 1,390
Change+1 (+0%)
Value$707.4K (-$18.7K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
INCREASED
Shares1,379 from 1,377
Change+2 (+0%)
Value$701.3K (-$17.8K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$699.8K (-$19.0K)
Filed 2026-10-21
Powers Advisory Group, LLC
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$697.2K (-$19.0K)
Filed 2026-10-14
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,370 from 1,210
Change+160 (+13%)
Value$711.2K (+$76.9K)
Filed 2026-10-28
Compass Wealth Management LLC
DECREASED
Shares1,369 from 1,376
Change-7 (-1%)
Value$696.2K (-$22.6K)
Filed 2026-10-22
HCR Wealth Advisors
DECREASED
Shares1,368 from 1,426
Change-58 (-4%)
Value$695.8K (-$49.2K)
Filed 2026-10-15
Weaver Consulting Group
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$691.1K (-$18.8K)
Filed 2026-10-07
Vaughan David Investments LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$689 (-$707.3K)
Filed 2026-11-05
Financial Guidance Group, Inc.
DECREASED
Shares1,353 from 1,393
Change-40 (-3%)
Value$688.2K (-$39.5K)
Filed 2026-10-21
Quantum Private Wealth, LLC
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$687.6K (-$18.7K)
Filed 2026-10-20
Clear Trail Advisors, LLC
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$687.6K (-$18.7K)
Filed 2026-10-20
Howard Wealth Management, LLC
DECREASED
Shares1,349 from 1,353
Change-4 (0%)
Value$686.1K (-$21.1K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares1,343 from 1,190
Change+153 (+13%)
Value$683.0K (+$61.3K)
Filed 2026-10-21
Old Second National Bank of Aurora
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$679.4K (-$18.5K)
Filed 2026-10-22
Asset Allocation Strategies LLC
DECREASED
Shares1,332 from 1,810
Change-478 (-26%)
Value$677.2K (-$268.6K)
Filed 2026-10-20
IPG Investment Advisors LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$678.6K (-$15.5K)
Filed 2026-10-30
BIP Wealth, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$673.8K (-$18.3K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares1,322 from 1,243
Change+79 (+6%)
Value$672.2K (+$23.0K)
Filed 2026-11-04
Destiny Wealth Partners, LLC
NEW
Shares1,321
Change+1,321
Value$686.0K
Filed 2026-11-05
Vestor Capital, LLC
INCREASED
Shares1,318 from 710
Change+608 (+86%)
Value$290 (+$210)
Filed 2026-11-04
Carnegie Investment Counsel
INCREASED
Shares1,318 from 1,287
Change+31 (+2%)
Value$670.4K (-$1.9K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares1,315 from 1,332
Change-17 (-1%)
Value$668.6K (-$27.0K)
Filed 2026-10-15
Diversified Trust Co
INCREASED
Shares1,307 from 906
Change+401 (+44%)
Value$664.7K (+$190.9K)
Filed 2026-11-06
Advisors Management Group Inc
DECREASED
Shares1,301 from 1,826
Change-525 (-29%)
Value$661 (-$952.3K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$661.1K (-$18.0K)
Filed 2026-10-15
United Community Bank
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$658.6K (-$17.9K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED
Shares1,294 from 1,439
Change-145 (-10%)
Value$658.3K (-$93.6K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$656.5K (-$17.9K)
Filed 2026-10-01
Appleton Partners Inc
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$656 (-$672.3K)
Filed 2026-10-30
Guidance Point Advisors, LLC
INCREASED
Shares1,288 from 1,285
Change+3 (+0%)
Value$656.1K (-$16.0K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$654.1K (-$17.8K)
Filed 2026-11-05
USA Financial Formulas
NEW
Shares1,284
Change+1,284
Value$653.0K
Filed 2026-10-16
SkyOak Wealth, LLC
INCREASED
Shares1,267 from 1,252
Change+15 (+1%)
Value$644.5K (-$9.7K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$641.3K (-$17.5K)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares1,258 from 1,143
Change+115 (+10%)
Value$640 (-$596.4K)
Filed 2026-10-26
Lighthouse Financial Services Inc
INCREASED
Shares1,258 from 1,158
Change+100 (+9%)
Value$639.9K (+$34.9K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
INCREASED
Shares1,256 from 1,183
Change+73 (+6%)
Value$638.7K (+$20.8K)
Filed 2026-11-03
Opinicus Capital, Inc.
INCREASED
Shares1,256 from 1,252
Change+4 (+0%)
Value$638.5K (-$15.6K)
Filed 2026-10-28
Belpointe Asset Management LLC
INCREASED
Shares1,251 from 1,141
Change+110 (+10%)
Value$636.5K (+$40.3K)
Filed 2026-11-09
LJI Wealth Management, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$635.7K (-$17.3K)
Filed 2026-10-28
Watchman Group, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$635.7K (-$17.3K)
Filed 2026-10-16
Russell Investments Group, Ltd.
INCREASED
Shares1,248 from 1,104
Change+144 (+13%)
Value$635.0K (+$58.0K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares1,246 from 1,244
Change+2 (+0%)
Value$633.5K (-$16.2K)
Filed 2026-10-19
Horizon Wealth Management, LLC
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$632.6K (-$17.2K)
Filed 2026-11-02
Olistico Wealth, LLC
DECREASED
Shares1,243 from 105,562
Change-104,319 (-99%)
Value$631.9K (-$38.6K)
Filed 2026-10-05
Compass Financial Management LLC
DECREASED
Shares1,232 from 1,395
Change-163 (-12%)
Value$626.3K (-$119.6K)
Filed 2026-10-30
Wespac Advisors, LLC
INCREASED
Shares1,230 from 842
Change+388 (+46%)
Value$625.5K (+$185.7K)
Filed 2026-10-26
Cane Capital Partners, LLC
INCREASED
Shares1,221 from 1,198
Change+23 (+2%)
Value$620.9K (-$4.9K)
Filed 2026-10-23
Nottingham Advisors, Inc.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$620.5K (-$11.4K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$615.9K (-$16.8K)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares1,203 from 1,244
Change-41 (-3%)
Value$611.8K (-$38.1K)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares1,202 from 1,199
Change+3 (+0%)
Value$611.4K (-$14.6K)
Filed 2026-10-26
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$610.8K (-$16.6K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares1,195 from 1,192
Change+3 (+0%)
Value$607.6K (-$15.3K)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,189 from 1,168
Change+21 (+2%)
Value$604.7K (-$5.5K)
Filed 2026-10-05
LexAurum Advisors, LLC
UNCHANGED
Shares1,189 from 1,189
Change0 (0%)
Value$604.8K (-$16.5K)
Filed 2026-10-19
Kaydan Wealth Management, Inc.
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$602.1K (-$16.4K)
Filed 2026-10-08
Activest Wealth Management
INCREASED
Shares1,183 from 1,125
Change+58 (+5%)
Value$601.5K (+$13.9K)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares1,182 from 1,334
Change-152 (-11%)
Value$601.1K (-$95.8K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares1,182 from 1,275
Change-93 (-7%)
Value$601.2K (-$65.2K)
Filed 2026-10-26
Rose Capital Advisors LLC
NEW
Shares1,170
Change+1,170
Value$595.0K
Filed 2026-11-04
McGuire Investment Group, LLC
DECREASED
Shares1,169 from 1,175
Change-6 (-1%)
Value$594.2K (-$19.3K)
Filed 2026-10-23
Keeler Thomas Management LLC
NEW
Shares1,162
Change+1,162
Value$590.9K
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,156 from 1,206
Change-50 (-4%)
Value$587.9K (-$42.1K)
Filed 2026-10-13
AA Financial Advisors, LLC
NEW
Shares1,155
Change+1,155
Value$587.4K
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$587.4K (-$16.0K)
Filed 2026-10-23
Garde Capital, Inc.
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$586.9K (-$16.0K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares1,151 from 1,034
Change+117 (+11%)
Value$585.1K (+$44.8K)
Filed 2026-11-05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$584.7K (-$16.1K)
Filed 2026-11-09
Forum Financial Management, LP
INCREASED
Shares1,131 from 1,129
Change+2 (+0%)
Value$575.1K (-$14.8K)
Filed 2026-10-16
Keystone Wealth Services, LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$579.7K (-$10.7K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares1,128 from 1,126
Change+2 (+0%)
Value$573.7K (-$14.6K)
Filed 2026-10-15
Delta Capital Management LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$570 (-$15)
Filed 2026-10-16
Global Assets Advisory, LLC
DECREASED
Shares1,106 from 1,109
Change-3 (0%)
Value$566.6K (-$14.1K)
Filed 2026-10-28
Kellett Wealth Advisors, LLC
INCREASED
Shares1,103 from 1,101
Change+2 (+0%)
Value$561.0K (-$14.0K)
Filed 2026-10-15
N.E.W. Advisory Services LLC
INCREASED
Shares1,100 from 1,099
Change+1 (+0%)
Value$559.2K (-$14.9K)
Filed 2026-11-09
Enzi Wealth
DECREASED
Shares1,096 from 1,102
Change-6 (-1%)
Value$565.8K (-$12.4K)
Filed 2026-10-14
Ranch Capital Advisors Inc.
INCREASED
Shares1,091 from 769
Change+322 (+42%)
Value$554.8K (+$153.0K)
Filed 2026-11-09
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares1,087 from 1,085
Change+2 (+0%)
Value$552.6K (-$14.4K)
Filed 2026-11-09
Warner Financial, Inc
INCREASED
Shares1,084 from 1,083
Change+1 (+0%)
Value$551.4K (-$14.3K)
Filed 2026-11-06
Sage Financial Group Inc
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$550.3K (-$15.0K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares1,074 from 1,030
Change+44 (+4%)
Value$546.0K (+$8.0K)
Filed 2026-10-28
Shrier Wealth Management, LLC
DECREASED
Shares1,074 from 1,110
Change-36 (-3%)
Value$546.4K (-$33.4K)
Filed 2026-10-20
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$545.7K (-$14.9K)
Filed 2026-11-06
Johnson Financial Group, LLC
DECREASED
Shares1,056 from 1,057
Change-1 (0%)
Value$537.5K (-$14.4K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
UNCHANGED
Shares1,052 from 1,052
Change0 (0%)
Value$535.0K (-$14.6K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares1,039 from 1,036
Change+3 (+0%)
Value$528.2K (-$13.0K)
Filed 2026-10-27
TBH Global Asset Management, LLC
INCREASED
Shares1,038 from 1,037
Change+1 (+0%)
Value$528.1K (-$13.7K)
Filed 2026-11-03
Great Waters Wealth Management
INCREASED
Shares1,031 from 1,030
Change+1 (+0%)
Value$524.1K (-$14.1K)
Filed 2026-10-07
Silver OAK Securities, Incorporated
INCREASED
Shares1,030 from 748
Change+282 (+38%)
Value$527.7K (+$136.9K)
Filed 2026-11-09
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$522.8K (-$14.2K)
Filed 2026-10-09
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$524.0K (-$14.4K)
Filed 2026-10-23
Freestate Advisors LLC
INCREASED
Shares1,026 from 1,022
Change+4 (+0%)
Value$521.8K (-$12.2K)
Filed 2026-10-09
Carret Asset Management, LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$520.0K (-$14.2K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares1,021 from 1,377
Change-356 (-26%)
Value$520.9K (-$198.7K)
Filed 2026-11-05
Vima LLC
INCREASED
Shares1,018 from 1,012
Change+6 (+1%)
Value$517.5K (-$10.9K)
Filed 2026-10-23
Highline Wealth Partners LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$517.0K (-$14.1K)
Filed 2026-10-19
Hegarty Advisors, LLC
INCREASED
Shares1,015 from 1,011
Change+4 (+0%)
Value$516.0K (-$12.1K)
Filed 2026-10-20
Bluesphere Advisors LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$516.2K (-$14.0K)
Filed 2026-10-19
Palisade Asset Management, LLC
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$514.1K (-$14.0K)
Filed 2026-11-03
Successful Portfolios LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$512.1K (-$13.7K)
Filed 2026-10-09
Hourglass Capital, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$508.6K (-$13.8K)
Filed 2026-10-26
Chesley Taft & Associates LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$508.6K (-$13.8K)
Filed 2026-10-13
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares992 from 914
Change+78 (+9%)
Value$504.4K (+$27.2K)
Filed 2026-10-29
Tctc Holdings, LLC
DECREASED
Shares989 from 1,180
Change-191 (-16%)
Value$503.0K (-$113.5K)
Filed 2026-11-02
Mattern Wealth Management LLC
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$503.0K (-$13.7K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares988
Change+988
Value$510
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares987 from 366
Change+621 (+170%)
Value$502.0K (+$310.9K)
Filed 2026-11-04
CGN Advisors LLC
INCREASED
Shares987 from 920
Change+67 (+7%)
Value$501.9K (+$21.3K)
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares983 from 1,041
Change-58 (-6%)
Value$499.9K (-$43.9K)
Filed 2026-10-29
Vista Investment Partners LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$499.8K (-$13.6K)
Filed 2026-10-08
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$499.9K (-$13.6K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares971 from 977
Change-6 (-1%)
Value$493.8K (-$16.6K)
Filed 2026-10-21
Perennial Advisors, LLC
DECREASED
Shares965 from 2,213
Change-1,248 (-56%)
Value$490.8K (-$665.3K)
Filed 2026-10-13
Value Investment Professionals, LLC
INCREASED
Shares957 from 953
Change+4 (+0%)
Value$486.6K (-$11.4K)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares949 from 1,914
Change-965 (-50%)
Value$482.6K (-$517.3K)
Filed 2026-10-15
Patten & Patten Inc
INCREASED
Shares948 from 866
Change+82 (+9%)
Value$481.9K (+$29.5K)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$482.1K (-$13.1K)
Filed 2026-10-19
W Advisors, LLC
INCREASED
Shares945 from 926
Change+19 (+2%)
Value$480.6K (-$3.1K)
Filed 2026-11-02
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares944 from 972
Change-28 (-3%)
Value$480.1K (-$27.7K)
Filed 2026-10-15
GatePass Capital, LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$479.1K (-$13.0K)
Filed 2026-11-09
Navigation Group, LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$476.0K (-$13.0K)
Filed 2026-10-28
Prosperity Planning, Inc.
INCREASED
Shares929 from 794
Change+135 (+17%)
Value$472.4K (+$57.7K)
Filed 2026-10-09
GC Wealth Management RIA, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$471.9K (-$12.8K)
Filed 2026-11-02
GenTrust, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$470.5K (-$13.0K)
Filed 2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$469.4K (-$12.8K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares918 from 752
Change+166 (+22%)
Value$466.7K (+$118.6K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
DECREASED
Shares916 from 1,434
Change-518 (-36%)
Value$465.8K (-$283.3K)
Filed 2026-11-05
Welch & Forbes LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$463.3K (-$12.6K)
Filed 2026-11-04
KFG Wealth Management, LLC
INCREASED
Shares909 from 834
Change+75 (+9%)
Value$462.3K (+$26.6K)
Filed 2026-10-16
Eagle Strategies LLC
DECREASED
Shares897 from 934
Change-37 (-4%)
Value$456.2K (-$31.9K)
Filed 2026-10-16
Sather Financial Group Inc
DECREASED
Shares890 from 995
Change-105 (-11%)
Value$452.6K (-$67.2K)
Filed 2026-10-30
Meridian Management Co
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$446.0K (-$12.1K)
Filed 2026-11-06
Winthrop Advisory Group LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$446.8K (-$11.1K)
Filed 2026-10-22
Redwood Financial Network Corp
DECREASED
Shares876 from 991
Change-115 (-12%)
Value$445.3K (-$72.1K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares867 from 864
Change+3 (+0%)
Value$440.9K (-$10.3K)
Filed 2026-11-06
Davidson Capital Management Inc.
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$438.4K (-$11.9K)
Filed 2026-10-15
Leeward Financial Partners, LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$436.8K (-$11.9K)
Filed 2026-10-23
Patrick M Sweeney & Associates, Inc
DECREASED
Shares856 from 859
Change-3 (0%)
Value$435.3K (-$13.3K)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares852 from 722
Change+130 (+18%)
Value$433.4K (+$56.2K)
Filed 2026-10-15
Fortis Capital Advisors, LLC
INCREASED
Shares849 from 739
Change+110 (+15%)
Value$431.8K (+$45.7K)
Filed 2026-11-09
Legacy Edge Advisors, LLC
INCREASED
Shares849 from 781
Change+68 (+9%)
Value$431.8K (+$23.8K)
Filed 2026-11-06
Freedom Financial Partners LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$430.7K (-$11.6K)
Filed 2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$438.8K ($0)
Filed 2026-10-13
SVB Wealth LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$427.2K (-$11.6K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
INCREASED
Shares827 from 466
Change+361 (+77%)
Value$420.8K (+$177.2K)
Filed 2026-11-02
Encompass Wealth Advisors, LLC
INCREASED
Shares826 from 413
Change+413 (+100%)
Value$420.2K (+$204.4K)
Filed 2026-10-15
Centurion Wealth Management LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$419.2K (-$11.4K)
Filed 2026-10-13
Everhart Financial Group, Inc.
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$418.5K (-$11.4K)
Filed 2026-10-08
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$417.0K (-$11.3K)
Filed 2026-10-26
Seven Mile Advisory
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$415.5K (-$12.5K)
Filed 2026-10-22
Alternative Investment Advisors, Llc.
INCREASED
Shares815 from 813
Change+2 (+0%)
Value$415.4K (-$9.7K)
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares812 from 827
Change-15 (-2%)
Value$418.7K (-$13.3K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
DECREASED
Shares811 from 828
Change-17 (-2%)
Value$412.6K (-$20.1K)
Filed 2026-10-16
Alpha Advisors, LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$410.9K (-$11.2K)
Filed 2026-10-19
Floyd Financial Group LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$416.6K (-$6.8K)
Filed 2026-10-28
Smithfield Trust Co
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$409 (-$420.6K)
Filed 2026-11-09
Donaldson Capital Management, LLC
INCREASED
Shares803 from 757
Change+46 (+6%)
Value$408.4K (+$12.9K)
Filed 2026-11-09
Salem Investment Counselors Inc
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$408.8K (-$11.2K)
Filed 2026-10-13
Pacific Center for Financial Services
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$407.8K (-$10.9K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares796 from 760
Change+36 (+5%)
Value$405.0K (+$8.0K)
Filed 2026-11-04
Dale Q Rice Investment Management Ltd
DECREASED
Shares796 from 800
Change-4 (0%)
Value$404.8K (-$13.1K)
Filed 2026-10-09
AGF Management LTD
INCREASED
Shares785 from 765
Change+20 (+3%)
Value$399.2K (-$417)
Filed 2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$399.2K (-$10.9K)
Filed 2026-10-27
Smith Thornton Advisors LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$396.2K (-$12.4K)
Filed 2026-10-16
Freestone Capital Holdings, LLC
INCREASED
Shares777 from 661
Change+116 (+18%)
Value$394.9K (+$49.2K)
Filed 2026-11-09
Parisi Gray Wealth Management
INCREASED
Shares777 from 774
Change+3 (+0%)
Value$395.0K (-$9.2K)
Filed 2026-10-16
SBK Financial, Inc.
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$395.1K (-$10.8K)
Filed 2026-11-02
First Citizens Financial Corp
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$394.1K (-$10.7K)
Filed 2026-10-02
Axxcess Wealth Management, LLC
DECREASED
Shares770 from 2,356
Change-1,586 (-67%)
Value$391.5K (-$839.3K)
Filed 2026-10-21
Samalin Investment Counsel, LLC
DECREASED
Shares770 from 1,064
Change-294 (-28%)
Value$391.5K (-$164.2K)
Filed 2026-10-23
Wealthcare Capital Management LLC
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$386.0K (-$10.5K)
Filed 2026-10-21
Aspiriant, LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$385.5K (-$10.5K)
Filed 2026-10-16
Bridgewealth Advisory Group, LLC
INCREASED
Shares755 from 525
Change+230 (+44%)
Value$384.0K (+$109.7K)
Filed 2026-11-09
Grantvest Financial Group LLC
DECREASED
Shares753 from 826
Change-73 (-9%)
Value$382.9K (-$48.5K)
Filed 2026-10-21
Money Concepts Capital Corp
DECREASED
Shares751 from 771
Change-20 (-3%)
Value$381.9K (-$20.8K)
Filed 2026-11-06
Sonata Capital Group Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$381.4K (-$10.4K)
Filed 2026-10-19
Parsons Capital Management Inc
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$379.9K (-$10.3K)
Filed 2026-10-28
Evermay Wealth Management LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$379.4K (-$10.4K)
Filed 2026-11-05
Axiom Investment Management LLC
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$377.6K (-$10.1K)
Filed 2026-11-03
CPC Advisors, LLC
DECREASED
Shares741 from 819
Change-78 (-10%)
Value$377.0K (-$51.0K)
Filed 2026-10-21
Ellerson Group Inc
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$382.6K (-$3.9K)
Filed 2026-11-04
Lakeshore Capital Group, Inc.
INCREASED
Shares738 from 736
Change+2 (+0%)
Value$375.2K (-$9.5K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$375.6K (-$10.1K)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares733 from 762
Change-29 (-4%)
Value$373.0K (-$25.3K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares733 from 732
Change+1 (+0%)
Value$372.9K (-$9.7K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED
Shares730 from 720
Change+10 (+1%)
Value$371.2K (-$4.9K)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares723 from 781
Change-58 (-7%)
Value$367.7K (-$40.3K)
Filed 2026-10-15
Westside Investment Management, Inc.
INCREASED
Shares714 from 694
Change+20 (+3%)
Value$363.6K (+$1.1K)
Filed 2026-11-02
Wedmont Private Capital
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$362.9K (-$10.0K)
Filed 2026-10-09
Waldron Private Wealth LLC
DECREASED
Shares707 from 721
Change-14 (-2%)
Value$360.4K (-$16.3K)
Filed 2026-11-02
Monument Capital Management
DECREASED
Shares707 from 712
Change-5 (-1%)
Value$359.5K (-$12.4K)
Filed 2026-10-09
Avior Wealth Management, LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$358.9K (-$9.8K)
Filed 2026-10-13
First National Bank Sioux Falls
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$358.5K (+$16.2K)
Filed 2026-10-13
Gryphon Financial Partners LLC
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$358.0K (-$9.7K)
Filed 2026-11-04
Weil Company, Inc.
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$358.0K (-$9.7K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares702 from 699
Change+3 (+0%)
Value$356.9K (-$8.3K)
Filed 2026-10-14
Miramontes Capital, LLC
INCREASED
Shares701 from 636
Change+65 (+10%)
Value$356.5K (+$24.3K)
Filed 2026-10-19
Diversified Portfolios, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$356.0K (-$9.7K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$356.0K (-$9.7K)
Filed 2026-10-13
Narus Financial Partners, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$356.0K (-$9.7K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$354.5K (-$9.6K)
Filed 2026-10-27
Retirement Planning Group, LLC
INCREASED
Shares691 from 690
Change+1 (+0%)
Value$351.2K (-$9.0K)
Filed 2026-10-19
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$350.9K (-$9.5K)
Filed 2026-10-16
Aldebaran Financial Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$349.9K (-$9.5K)
Filed 2026-11-06
Sherman Wealth Management LLC
INCREASED
Shares681 from 679
Change+2 (+0%)
Value$346.4K (-$8.1K)
Filed 2026-10-16
Pine Valley Investments Ltd Liability Co
DECREASED
Shares680 from 715
Change-35 (-5%)
Value$346.6K (-$27.9K)
Filed 2026-11-09
AlTi Global, Inc.
INCREASED
Shares680 from 679
Change+1 (+0%)
Value$346.6K (-$8.9K)
Filed 2026-11-09
PDS Planning, Inc
DECREASED
Shares678 from 744
Change-66 (-9%)
Value$345.0K (-$43.7K)
Filed 2026-11-03
Chemistry Wealth Management LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$344.8K (-$9.4K)
Filed 2026-10-16
Appalachian Capital Management Ltd
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$341.8K (-$9.3K)
Filed 2026-10-14
JB Capital LLC
INCREASED
Shares665 from 664
Change+1 (+0%)
Value$338.1K (-$8.7K)
Filed 2026-10-19
SoundView Advisors Inc.
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$338 (-$346.7K)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares660 from 772
Change-112 (-15%)
Value$342.4K (-$61.7K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares658 from 540
Change+118 (+22%)
Value$335 (+$53)
Filed 2026-10-02
High Note Wealth, LLC
DECREASED
Shares658 from 715
Change-57 (-8%)
Value$334.6K (-$38.9K)
Filed 2026-10-27
Smith Salley Wealth Management
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$332.9K (-$9.1K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares653 from 45
Change+608 (+1351%)
Value$332.1K (+$308.6K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$342.4K (+$1.9K)
Filed 2026-10-21
Thompson Davis & Co., Inc.
DECREASED
Shares650 from 850
Change-200 (-24%)
Value$330.7K (-$113.5K)
Filed 2026-11-05
Primoris Wealth Advisors, LLC
INCREASED
Shares650 from 614
Change+36 (+6%)
Value$333.1K (+$12.4K)
Filed 2026-10-28
Zevenbergen Capital Investments LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$330.6K (-$9.0K)
Filed 2026-10-08
Councilmark Asset Management, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$330.6K (-$9.0K)
Filed 2026-10-20
North Star Investment Management Corp.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$330.6K (-$9.0K)
Filed 2026-10-27
First Citizens Bank & Trust Co
INCREASED
Shares646 from 544
Change+102 (+19%)
Value$328.5K (+$44.3K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares646 from 660
Change-14 (-2%)
Value$329.1K (-$16.4K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$328.5K (-$8.9K)
Filed 2026-11-06
Cadinha & Co LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$328.0K (-$8.9K)
Filed 2026-10-22
Nautilus Advisors LLC
INCREASED
Shares644 from 642
Change+2 (+0%)
Value$327.7K (-$9.9K)
Filed 2026-10-07
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$327.7K (-$8.9K)
Filed 2026-10-19
Tucker Asset Management LLC
NEW
Shares643
Change+643
Value$327.1K
Filed 2026-10-29
Harbour Trust & Investment Management Co
INCREASED
Shares638 from 620
Change+18 (+3%)
Value$324.5K (+$573)
Filed 2026-10-28
Francis Financial, Inc.
DECREASED
Shares636 from 691
Change-55 (-8%)
Value$323.4K (-$37.5K)
Filed 2026-11-09
Vigilare Wealth Management
INCREASED
Shares635 from 634
Change+1 (+0%)
Value$323.1K (-$8.3K)
Filed 2026-10-29
Tactive Advisors, LLC
DECREASED
Shares630 from 642
Change-12 (-2%)
Value$320.5K (-$14.8K)
Filed 2026-10-08
Accredited Investors Inc.
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$319.4K (-$8.7K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares625 from 624
Change+1 (+0%)
Value$318.0K (-$8.5K)
Filed 2026-10-21
Moneco Advisors, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$315.2K (-$8.6K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$315.2K (-$8.6K)
Filed 2026-11-04
Strategic Advisory Partners, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$313.2K (-$8.4K)
Filed 2026-11-06
Financial Management Professionals, Inc.
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$313.0K (-$8.6K)
Filed 2026-10-23
Excalibur Management Corp
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$311.2K (-$8.5K)
Filed 2026-11-02
Markowski Investments
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$310.7K (-$8.5K)
Filed 2026-10-30
Avalon Capital Management
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$310.7K (-$8.5K)
Filed 2026-11-04
Burney Co/
NEW
Shares608
Change+608
Value$309.2K
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED
Shares608 from 587
Change+21 (+4%)
Value$309.1K (+$2.6K)
Filed 2026-10-26
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$309.2K (-$8.4K)
Filed 2026-11-05
Harbor Group, Inc.
INCREASED
Shares605 from 603
Change+2 (+0%)
Value$307.8K (-$7.2K)
Filed 2026-10-14
55 North Private Wealth, LLC
INCREASED
Shares604 from 565
Change+39 (+7%)
Value$307.2K (+$12.0K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares601 from 581
Change+20 (+3%)
Value$305.6K (+$2.1K)
Filed 2026-10-15
Fifth Third Wealth Advisors LLC
DECREASED
Shares600 from 1,062
Change-462 (-43%)
Value$305.1K (-$249.6K)
Filed 2026-10-22
Heritage Family Offices, LLP
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$305.1K (-$8.3K)
Filed 2026-11-02
Heritage Wealth Advisors
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$305.1K (-$8.3K)
Filed 2026-11-09
Biltmore Family Office, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$305.8K (-$8.4K)
Filed 2026-11-03
Atlantic Private Wealth, LLC
INCREASED
Shares598 from 596
Change+2 (+0%)
Value$304.3K (-$7.1K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
INCREASED
Shares597 from 474
Change+123 (+26%)
Value$303.5K (+$56.0K)
Filed 2026-10-29
KFA Private Wealth Group, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$303.0K (-$8.2K)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$302.1K (-$8.2K)
Filed 2026-10-30
Trust Co
INCREASED
Shares593 from 530
Change+63 (+12%)
Value$301.6K (+$24.7K)
Filed 2026-10-09
Chapin Davis, Inc.
DECREASED
Shares591 from 641
Change-50 (-8%)
Value$300.6K (-$34.1K)
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED
Shares591 from 592
Change-1 (0%)
Value$300.3K (-$8.7K)
Filed 2026-11-02
Sjbenen Advisory, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$300.6K (-$9.1K)
Filed 2026-10-19
Obermeyer Wealth Partners
DECREASED
Shares587 from 596
Change-9 (-2%)
Value$298.5K (-$12.8K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares581 from 524
Change+57 (+11%)
Value$306.6K (+$32.8K)
Filed 2026-10-30
Private Client Services, LLC
DECREASED
Shares578 from 741
Change-163 (-22%)
Value$293.9K (-$93.1K)
Filed 2026-10-02
Selby Wealth Management, LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$293.7K (-$8.0K)
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares577 from 576
Change+1 (+0%)
Value$293.4K (-$7.5K)
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares576 from 587
Change-11 (-2%)
Value$292.8K (-$13.7K)
Filed 2026-10-15
Meridian Financial Advisors, LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$292.4K (-$8.0K)
Filed 2026-10-14
BNC Wealth Management, LLC
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$292.1K (-$7.9K)
Filed 2026-10-19
Clark Asset Management, LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$291.3K (-$7.9K)
Filed 2026-10-19
Revolve Wealth Partners, LLC
DECREASED
Shares572 from 685
Change-113 (-16%)
Value$290.8K (-$67.3K)
Filed 2026-10-23
Accelerate Investment Advisors LLC
INCREASED
Shares572 from 565
Change+7 (+1%)
Value$290.9K (-$4.4K)
Filed 2026-11-02
Vista Capital Partners, Inc.
INCREASED
Shares570 from 569
Change+1 (+0%)
Value$289.8K (-$7.6K)
Filed 2026-11-06
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$287.8K (-$7.8K)
Filed 2026-10-29
City Holding Co
DECREASED
Shares564 from 584
Change-20 (-3%)
Value$286.8K (-$18.3K)
Filed 2026-10-19
Maltin Wealth Management, Inc.
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$287.0K (-$7.8K)
Filed 2026-10-13
Tull Financial Group, Inc.
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$286.3K (-$7.7K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$285.0K (-$7.4K)
Filed 2026-10-08
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$282.0K (-$6.8K)
Filed 2026-10-23
Peak Wealth Management LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$289.4K (+$1.1K)
Filed 2026-10-26
Rockingstone Advisors LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$279.7K (-$7.6K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$279.2K (-$7.6K)
Filed 2026-10-15
Citizens National Bank Trust Department
DECREASED
Shares548 from 555
Change-7 (-1%)
Value$278.7K (-$11.2K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$278.7K (-$7.6K)
Filed 2026-11-04
Ibex Wealth Advisors
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$278.1K (-$7.5K)
Filed 2026-11-06
Churchill Financial Advisors, LLC
INCREASED
Shares543 from 410
Change+133 (+32%)
Value$276.1K (+$62.0K)
Filed 2026-10-20
Neumann Capital Management, LLC
NEW
Shares542
Change+542
Value$275.6K
Filed 2026-10-15
Wingate Wealth Advisors, Inc.
DECREASED
Shares539 from 616
Change-77 (-12%)
Value$274.4K (-$47.5K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$273.6K (-$7.4K)
Filed 2026-10-26
Commonwealth Financial Services, LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$270.4K (-$7.4K)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares530
Change+530
Value$269.6K
Filed 2026-10-30
Florida Financial Advisors, LLC
NEW
Shares529
Change+529
Value$269.0K
Filed 2026-11-09
DSG Capital Advisors, LLC
DECREASED
Shares529 from 608
Change-79 (-13%)
Value$269.0K (-$50.0K)
Filed 2026-11-05
Whitcomb & Hess, Inc.
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$268.4K (-$7.3K)
Filed 2026-10-07
Transce3nd, LLC
NEW
Shares526
Change+526
Value$277.6K
Filed 2026-10-26
RPS Advisory Solutions LLC
DECREASED
Shares526 from 540
Change-14 (-3%)
Value$267.5K (-$14.6K)
Filed 2026-11-09
Financial Synergies Wealth Advisors, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$266.8K (-$7.3K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares519 from 1,824
Change-1,305 (-72%)
Value$263.9K (-$688.9K)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares519 from 553
Change-34 (-6%)
Value$263.9K (-$24.9K)
Filed 2026-11-02
Flavin Financial Services, Inc.
DECREASED
Shares515 from 519
Change-4 (-1%)
Value$261.9K (-$9.2K)
Filed 2026-10-21
Blue Fin Capital, Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$261.9K (-$7.1K)
Filed 2026-10-28
Marino, Stram & Associates LLC
INCREASED
Shares514 from 512
Change+2 (+0%)
Value$261.6K (-$6.1K)
Filed 2026-10-22
Entrewealth, LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$261.4K (-$15.2K)
Filed 2026-10-14
Clear Wave Wealth Management LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$261.4K (-$7.1K)
Filed 2026-11-04
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$261.3K (-$9.8K)
Filed 2026-10-19
CIBC Asset Management Inc
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$259.4K (-$7.1K)
Filed 2026-11-05
Tandem Capital Management Corp
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$256.8K (-$7.0K)
Filed 2026-10-22
Wisconsin Wealth Advisors, LLC
DECREASED
Shares502 from 508
Change-6 (-1%)
Value$255.2K (-$10.3K)
Filed 2026-10-08
Great Diamond Partners, LLC
INCREASED
Shares502 from 500
Change+2 (+0%)
Value$255.5K (-$6.0K)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$256 (-$7)
Filed 2026-10-08
Elite Life Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$257.1K (-$14.3K)
Filed 2026-11-06
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$254.3K (-$6.9K)
Filed 2026-11-03
ACT Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$254.3K (-$6.9K)
Filed 2026-10-09
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$254.3K (-$6.9K)
Filed 2026-10-08
Register Financial Advisors LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$254.3K (-$6.9K)
Filed 2026-10-23
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares498
Change+498
Value$253.3K
Filed 2026-10-20
Cardinal Point Capital Management ULC
DECREASED
Shares498 from 510
Change-12 (-2%)
Value$253.3K (-$13.2K)
Filed 2026-10-21
Axecap Investments, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$253.3K (-$6.9K)
Filed 2026-10-20
Able Financial Group, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$251.7K (-$6.9K)
Filed 2026-10-14
San Luis Wealth Advisors LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$251.7K (-$6.9K)
Filed 2026-10-27
IFS Advisors, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$249.7K (-$6.8K)
Filed 2026-10-14
New Wave Wealth Advisors LLC
INCREASED
Shares488 from 451
Change+37 (+8%)
Value$251.9K (+$15.7K)
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$248.2K (-$6.8K)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
INCREASED
Shares482 from 480
Change+2 (+0%)
Value$245.2K (-$5.5K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$242.0K (-$6.6K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$241.8K (-$6.6K)
Filed 2026-10-21
Seneca Financial Advisors LLC
DECREASED
Shares473 from 481
Change-8 (-2%)
Value$240.5K (-$10.7K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
INCREASED
Shares473 from 472
Change+1 (+0%)
Value$240.4K (-$6.3K)
Filed 2026-10-20
One Way Holdings LLC
NEW
Shares469
Change+469
Value$238.5K
Filed 2026-10-29
TigerOak Management, L.L.C.
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$238.5K (-$6.5K)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$238.0K (-$6.5K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$237.5K (-$6.5K)
Filed 2026-10-23
JDH Wealth Management, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$237.0K (-$6.5K)
Filed 2026-10-20
Winebrenner Capital Management LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$236.5K (-$6.4K)
Filed 2026-10-07
Howard Capital Management, LLC
INCREASED
Shares461 from 458
Change+3 (+1%)
Value$234.2K (-$5.2K)
Filed 2026-10-16
Rockline Wealth Management, LLC
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$233.4K (-$6.4K)
Filed 2026-10-26
First United Bank & Trust
DECREASED
Shares453 from 481
Change-28 (-6%)
Value$230.4K (-$20.9K)
Filed 2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares452 from 451
Change+1 (+0%)
Value$229.6K (-$6.0K)
Filed 2026-10-29
Bison Wealth, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$233.6K (-$5.5K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$228.9K (-$6.2K)
Filed 2026-10-15
J. Safra Sarasin Holding AG
NEW
Shares448
Change+448
Value$227.8K
Filed 2026-10-26
Matauro, LLC
INCREASED
Shares444 from 442
Change+2 (+0%)
Value$225.6K (-$5.5K)
Filed 2026-11-03
Capital Square, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$225.8K (-$7.7K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
DECREASED
Shares441 from 639
Change-198 (-31%)
Value$224.0K (-$109.7K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
DECREASED
Shares441 from 467
Change-26 (-6%)
Value$224.2K (-$19.9K)
Filed 2026-11-06
Altfest L J & Co Inc
INCREASED
Shares441 from 440
Change+1 (+0%)
Value$224.1K (-$5.7K)
Filed 2026-10-27
Principle Wealth Partners LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$223.8K (-$6.1K)
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$222.6K (-$6.1K)
Filed 2026-10-16
KWB Wealth
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$222.2K (-$6.0K)
Filed 2026-10-16
Oarsman Capital, Inc.
NEW
Shares435
Change+435
Value$221.0K
Filed 2026-11-05
Opulen Financial Group LLC
INCREASED
Shares434 from 433
Change+1 (+0%)
Value$220.8K (-$5.2K)
Filed 2026-10-22
Platform Technology Partners
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$219.7K (-$6.0K)
Filed 2026-11-02
Holland Advisory Services, Inc.
INCREASED
Shares431 from 430
Change+1 (+0%)
Value$219.3K (-$5.1K)
Filed 2026-10-26
West Michigan Advisors, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$219.7K (-$5.5K)
Filed 2026-11-09
Mustard Seed Financial, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$219.2K (-$6.0K)
Filed 2026-10-30
Accel Wealth Management
INCREASED
Shares428 from 427
Change+1 (+0%)
Value$217.4K (-$5.5K)
Filed 2026-10-13
MKD Wealth Coaches, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$217.7K (-$5.9K)
Filed 2026-10-09
PMG Family Office LLC
INCREASED
Shares427 from 426
Change+1 (+0%)
Value$217.7K (-$5.5K)
Filed 2026-10-19
Powerhouse Assets LLC
INCREASED
Shares426 from 425
Change+1 (+0%)
Value$216.4K (-$5.7K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$216.1K (-$5.9K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares423 from 405
Change+18 (+4%)
Value$215.3K (+$3.7K)
Filed 2026-10-14
RiverTree Advisors, LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$214.6K (-$5.8K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
NEW
Shares421
Change+421
Value$214.1K
Filed 2026-10-29
Calder Financial LLC
INCREASED
Shares421 from 419
Change+2 (+0%)
Value$214.1K (-$5.0K)
Filed 2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$214.1K (-$5.8K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares420 from 428
Change-8 (-2%)
Value$213.6K (-$9.9K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$213.6K (-$5.8K)
Filed 2026-10-09
Howard Capital Management Group, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$213.6K (-$5.8K)
Filed 2026-10-16
Argos Wealth Advisors, LLC
INCREASED
Shares417 from 416
Change+1 (+0%)
Value$212.1K (-$5.0K)
Filed 2026-11-02
Thrive Capital Management, LLC
INCREASED
Shares416 from 415
Change+1 (+0%)
Value$211.3K (-$5.7K)
Filed 2026-10-28
BankPlus Trust Department
INCREASED
Shares415 from 405
Change+10 (+2%)
Value$211.0K (-$520)
Filed 2026-11-06
Carrera Capital Advisors
INCREASED
Shares415 from 414
Change+1 (+0%)
Value$211.5K (-$5.5K)
Filed 2026-11-03
Rodgers & Associates, LTD
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$211.0K (-$5.7K)
Filed 2026-10-20
Advus Financial Partners, LLC
INCREASED
Shares414 from 412
Change+2 (+0%)
Value$211.0K (-$5.0K)
Filed 2026-10-20
Cullen T Bankers, Inc.
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$210.5K (-$5.7K)
Filed 2026-10-28
Granite FO LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$210.0K (-$5.7K)
Filed 2026-10-14
Financial Management Network Inc
INCREASED
Shares412 from 411
Change+1 (+0%)
Value$210.4K (-$3.9K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$209.4K (-$5.7K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
DECREASED
Shares410 from 447
Change-37 (-8%)
Value$208.5K (-$25.0K)
Filed 2026-11-03
GW Henssler & Associates LTD
DECREASED
Shares408 from 415
Change-7 (-2%)
Value$207.7K (-$9.0K)
Filed 2026-10-26
Norden Group LLC
INCREASED
Shares408 from 407
Change+1 (+0%)
Value$207.7K (-$5.2K)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares406 from 404
Change+2 (+1%)
Value$206.5K (-$4.8K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$205.5K (-$5.6K)
Filed 2026-10-30
Beacon Financial Advisory LLC
DECREASED
Shares401 from 463
Change-62 (-13%)
Value$203.9K (-$37.9K)
Filed 2026-10-16
Patten Group, Inc.
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$203.9K (-$5.5K)
Filed 2026-10-26
Nixon Peabody Trust Co
NEW
Shares400
Change+400
Value$203.4K
Filed 2026-10-23
Maple Capital Management, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$203.4K (-$5.5K)
Filed 2026-11-02
XXI Wealth, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$203.4K (-$5.5K)
Filed 2026-10-22
Charter Capital Management, Llc\de
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$203.4K (-$5.5K)
Filed 2026-10-28
Pavion Blue Capital, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$203.4K (-$5.5K)
Filed 2026-11-05
Busey Bank
INCREASED
Shares396 from 390
Change+6 (+2%)
Value$201.4K (-$2.3K)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares396 from 394
Change+2 (+1%)
Value$201.3K (-$4.7K)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares394 from 393
Change+1 (+0%)
Value$200.2K (-$4.9K)
Filed 2026-11-06
Curat Global, LLC
INCREASED
Shares385 from 305
Change+80 (+26%)
Value$195.8K (+$36.5K)
Filed 2026-10-26
Burk Holdings LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$195.8K (-$5.3K)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$193.2K (-$5.3K)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$191.2K (-$5.2K)
Filed 2026-11-05
Tidemark, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$190.2K (-$5.2K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares372
Change+372
Value$189.2K
Filed 2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$183.1K (-$5.0K)
Filed 2026-10-21
Global Trust Asset Management, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$180.8K (-$4.9K)
Filed 2026-10-19
Center for Financial Planning, Inc.
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$181.0K (-$4.9K)
Filed 2026-10-26
Fortitude Family Office, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$180.4K (-$4.9K)
Filed 2026-10-14
Putney Financial Group LLC
NEW
Shares350
Change+350
Value$178.0K
Filed 2026-10-30
Archer Investment Corp
DECREASED
Shares336 from 353
Change-17 (-5%)
Value$170.9K (-$13.6K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares335 from 365
Change-30 (-8%)
Value$170.2K (-$20.3K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares332 from 90
Change+242 (+269%)
Value$169.0K (+$122.1K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$166.8K (-$4.5K)
Filed 2026-10-08
Compagnie Lombard Odier SCmA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$152.6K (-$4.2K)
Filed 2026-11-04
Aspect Partners, LLC
INCREASED
Shares290 from 289
Change+1 (+0%)
Value$147.3K (-$3.5K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares283 from 250
Change+33 (+13%)
Value$143.9K (+$13.1K)
Filed 2026-10-26
Kentucky Trust Co
DECREASED
Shares282 from 290
Change-8 (-3%)
Value$143.4K (-$8.1K)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares276
Change+276
Value$141
Filed 2026-10-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$138.8K (-$3.8K)
Filed 2026-10-21
Madden Securities Corp
NEW
Shares263
Change+263
Value$133.7K
Filed 2026-10-27
Davis Capital Management
DECREASED
Shares253 from 257
Change-4 (-2%)
Value$128.7K (-$5.6K)
Filed 2026-10-08
Hantz Financial Services, Inc.
DECREASED
Shares250 from 974
Change-724 (-74%)
Value$127 (-$508.9K)
Filed 2026-11-09
Country Trust Bank
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$126.1K (-$3.4K)
Filed 2026-10-30
Union Savings Bank
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$120.0K (-$3.3K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares230 from 1,654
Change-1,424 (-86%)
Value$117.0K (-$747.1K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$117.0K (-$3.2K)
Filed 2026-10-09
Guardian Partners Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$114.4K (-$3.1K)
Filed 2026-10-21
Bell Investment Advisors, Inc
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$112.2K (-$3.1K)
Filed 2026-10-29
Financial Consulate, Inc
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$110.0K (-$3.0K)
Filed 2026-10-23
GGM Financial LLC
INCREASED
Shares215 from 206
Change+9 (+4%)
Value$109.4K (+$1.6K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$107.8K (-$2.9K)
Filed 2026-10-30
Bangor Savings Bank
DECREASED
Shares210 from 345
Change-135 (-39%)
Value$106.8K (-$73.4K)
Filed 2026-10-06
Birch Capital Management, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$106.8K (-$2.9K)
Filed 2026-10-27
Community Financial Services Group, LLC
INCREASED
Shares202 from 178
Change+24 (+13%)
Value$102.7K (+$9.8K)
Filed 2026-10-15
Community Bank, N.A.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$98.7K (-$2.7K)
Filed 2026-11-06
Your Advocates Ltd., LLP
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$98.3K (-$2.3K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares190
Change+190
Value$96.6K
Filed 2026-10-29
Signature Equity Partners, LLC
DECREASED
Shares190 from 206
Change-16 (-8%)
Value$96.7K (-$11.2K)
Filed 2026-10-29
TrustBank
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$95.1K (-$2.6K)
Filed 2026-10-20
Darwin Wealth Management, LLC
INCREASED
Shares182 from 181
Change+1 (+1%)
Value$92.9K (-$2.2K)
Filed 2026-11-09
Versant Capital Management, Inc
INCREASED
Shares173 from 53
Change+120 (+226%)
Value$88.0K (+$60.3K)
Filed 2026-10-02
Nemes Rush Group LLC
INCREASED
Shares171 from 170
Change+1 (+1%)
Value$86.7K (-$2.0K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
NEW
Shares169
Change+169
Value$85.9K
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$83.4K (-$2.3K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$82.9K (-$2.3K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares161 from 150
Change+11 (+7%)
Value$81.6K (+$3.1K)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$81.4K (-$2.2K)
Filed 2026-10-20
Rakuten Securities, Inc.
INCREASED
Shares158 from 75
Change+83 (+111%)
Value$80.4K (+$41.2K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares155
Change+155
Value$78.8K
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares154
Change+154
Value$78.1K
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$76.3K (-$2.1K)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$76.3K (-$2.1K)
Filed 2026-10-23
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$71 (-$73.9K)
Filed 2026-11-02
Wolff Wiese Magana LLC
INCREASED
Shares138 from 96
Change+42 (+44%)
Value$70.2K (+$20.0K)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$68.1K (-$1.9K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$66.1K (-$1.8K)
Filed 2026-10-26
Atlas Capital Advisors Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$142.5K (+$77.2K)
Filed 2026-11-09
Carolina Wealth Advisors, LLC
NEW
Shares119
Change+119
Value$60.4K
Filed 2026-10-23
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$55.9K (-$1.5K)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$56.9K (-$733)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$54.9K (-$1.5K)
Filed 2026-10-16
Fairway Wealth LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$54.9K (-$1.5K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$54.3K (-$1.3K)
Filed 2026-11-03
First Pacific Financial
INCREASED
Shares95 from 55
Change+40 (+73%)
Value$48.5K (+$19.6K)
Filed 2026-10-14
Valued Wealth Advisors LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$46.2K (-$1.4K)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$45.8K (-$1.2K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares88
Change+88
Value$44.8K
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$44.8K (-$1.0K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$42.7K (-$1.2K)
Filed 2026-10-13
Next Level Wealth Planning, LLC
NEW
Shares83
Change+83
Value$42.0K
Filed 2026-10-29
High Point Wealth Management, LLC
INCREASED
Shares83 from 53
Change+30 (+57%)
Value$42.2K (+$14.5K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares81 from 6
Change+75 (+1250%)
Value$41.2K (+$38.1K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.7K (-$1.1K)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.7K (-$1.1K)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$40.1K (-$1.1K)
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$40.2K (-$1.1K)
Filed 2026-10-16
Blueline Advisors LLC
NEW
Shares76
Change+76
Value$38.7K
Filed 2026-10-15
Dorato Capital Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$38.3K (-$1.1K)
Filed 2026-10-08
Independence Bank of Kentucky
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$38.1K (-$1.0K)
Filed 2026-10-26
Pioneer Family Office, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$38.1K (-$1.0K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$37.1K (-$1.0K)
Filed 2026-10-28
Evolution Wealth Management Inc.
INCREASED
Shares72 from 32
Change+40 (+125%)
Value$36.4K (+$19.7K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
DECREASED
Shares70 from 412
Change-342 (-83%)
Value$35.6K (-$179.6K)
Filed 2026-10-07
Fairman Group, LLC
INCREASED
Shares66 from 5
Change+61 (+1220%)
Value$33.6K (+$31.0K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
DECREASED
Shares65 from 66
Change-1 (-2%)
Value$33.0K (-$1.4K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
NEW
Shares63
Change+63
Value$32.0K
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$31.5K (-$858)
Filed 2026-10-16
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$31.0K (-$844)
Filed 2026-11-09
Creative Capital Management Investments LLC
INCREASED
Shares60 from 42
Change+18 (+43%)
Value$30.5K (+$8.6K)
Filed 2026-10-28
PlanVest Financial, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$30.5K (-$830)
Filed 2026-11-09
Sfam, LLC
NEW
Shares58
Change+58
Value$29.5K
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$29.5K (-$803)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$29.4K (-$610)
Filed 2026-11-06
Toth Financial Advisory Corp
INCREASED
Shares56 from 54
Change+2 (+4%)
Value$28.7K (+$264)
Filed 2026-10-08
Horrell Capital Management, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$28.5K (-$775)
Filed 2026-10-08
Vision Financial Markets LLC
DECREASED
Shares53 from 173
Change-120 (-69%)
Value$26.6K (-$63.4K)
Filed 2026-10-22
Essential Investment Partners LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$23.4K (-$637)
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$23.4K (-$546)
Filed 2026-10-26
Access Investment Management LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$22.9K (-$623)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares44
Change+44
Value$22.8K
Filed 2026-10-09
Cetera Trust Company, N.a
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$20.3K (-$554)
Filed 2026-11-09
Princeton Global Asset Management LLC
NEW
Shares34
Change+34
Value$17.4K
Filed 2026-10-21
UMB Bank, n.a.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$16.8K (-$457)
Filed 2026-11-06
Alerus Financial NA
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$16.8K (-$457)
Filed 2026-11-09
Midwest Capital Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$16.3K (-$442)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares31
Change+31
Value$15.8K
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares31
Change+31
Value$15.8K
Filed 2026-10-30
United Financial Planning Group LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$15.3K (-$415)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares28
Change+28
Value$14.3K
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$12.7K (-$346)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$12 (-$1)
Filed 2026-11-04
First Community Trust NA
NEW
Shares22
Change+22
Value$11.2K
Filed 2026-10-07
Eukles Asset Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$11.2K (-$305)
Filed 2026-11-04
Clark Wealth Partners
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$10.8K (-$256)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares20 from 10
Change+10 (+100%)
Value$10.1K (+$4.8K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$8.6K (-$236)
Filed 2026-10-06
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$7.1K (-$177)
Filed 2026-11-03
Montgomery Financial Services LLC
NEW
Shares12
Change+12
Value$6.1K
Filed 2026-11-03
Lloyd Advisory Services, Llc.
NEW
Shares12
Change+12
Value$6.1K
Filed 2026-11-02
Walsh & Associates, LLC
NEW
Shares12
Change+12
Value$6.1K
Filed 2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (-$138)
Filed 2026-10-20
Tsfg, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5 ($0)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (+$280)
Filed 2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (-$138)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares9
Change+9
Value$4.6K
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares9
Change+9
Value$4.6K
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$4.6K (-$125)
Filed 2026-10-01
CGC Financial Services, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$4.1K (-$111)
Filed 2026-10-13
Rothwell Investment Advisors, LLC
NEW
Shares7
Change+7
Value$3.8K
Filed 2026-11-06
Jnba Financial Advisors
DECREASED
Shares7 from 89
Change-82 (-92%)
Value$3.6K (-$42.9K)
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.4K (-$80)
Filed 2026-10-28
Strive Financial Group,LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.6K (-$68)
Filed 2026-11-09
Grove Bank & Trust
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.5K (-$69)
Filed 2026-10-08
First Command Advisory Services, Inc.
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$1.5K (+$1.0K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.5K (-$42)
Filed 2026-10-13
Centerpoint Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2 ($0)
Filed 2026-11-05
Catherine Avery Investment Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.5K (-$41)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$4 ($0)
Filed 2026-10-07
Reap Financial Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$509 (-$13)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$286.8K
Filed 2026-10-29
Summit Securities Group LLC
CLOSED
Shares0 from 56,879
Change-56,879 (-100%)
Value$0 (-$29.7M)
Filed 2026-11-05
Natixis
CLOSED
Shares0 from 37,243
Change-37,243 (-100%)
Value$0 (-$19.5M)
Filed 2026-11-06
Encompass More Asset Management
CLOSED
Shares0 from 26,613
Change-26,613 (-100%)
Value$0 (-$13.9M)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 16,642
Change-16,642 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-22
Simplex Trading, LLC
CLOSED
Shares0 from 16,391
Change-16,391 (-100%)
Value$0 (-$8.6M)
Filed 2026-11-04
Q3 Asset Management
CLOSED
Shares0 from 13,055
Change-13,055 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-06
Great Lakes Advisors, LLC
CLOSED
Shares0 from 12,159
Change-12,159 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-06
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 9,828
Change-9,828 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 8,922
Change-8,922 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-05
Charles Schwab Trust Co
CLOSED
Shares0 from 5,536
Change-5,536 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-15
Turner Financial Group, Inc.
CLOSED
Shares0 from 2,279
Change-2,279 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-09
Aberdeen Group plc
CLOSED
Shares0 from 1,641
Change-1,641 (-100%)
Value$0 (-$857.2K)
Filed 2026-11-06
Avestar Capital, LLC
CLOSED
Shares0 from 1,514
Change-1,514 (-100%)
Value$0 (-$790.9K)
Filed 2026-10-28
Innovative Wealth Building LLC
CLOSED
Shares0 from 1,371
Change-1,371 (-100%)
Value$0 (-$716.1K)
Filed 2026-10-14
World Equity Group, Inc.
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$674.2K)
Filed 2026-10-14
Retirement Solution LLC
CLOSED
Shares0 from 1,229
Change-1,229 (-100%)
Value$0 (-$641.9K)
Filed 2026-10-27
Convergence Financial, LLC
CLOSED
Shares0 from 749
Change-749 (-100%)
Value$0 (-$390.9K)
Filed 2026-10-27
PCG Asset Management, LLC
CLOSED
Shares0 from 628
Change-628 (-100%)
Value$0 (-$329.3K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$313.4K)
Filed 2026-10-27
Wellington Shields & Co., LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$305.4K)
Filed 2026-11-03
Ping Capital Management, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$261.2K)
Filed 2026-10-13
Ascent Group, LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$247.8K)
Filed 2026-10-30
Evensky & Katz LLC
CLOSED
Shares0 from 462
Change-462 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-20
Garrison Bradford & Associates Inc
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-27
Deutsche Bank Ag\
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$216.8K)
Filed 2026-11-06
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-23
LVZ, Inc.
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-20
Cooper Financial Group
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-07
Founders Financial Securities LLC
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-28
Central Valley Advisors, LLC
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-27
Traynor Capital Management, Inc.
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$203.2K)
Filed 2026-11-02
Saxony Capital Management, LLC
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-15
Virtue Capital Management, LLC
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-29
Nadler Financial Group, Inc.
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-23
Univest Financial Corp
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-05
Advisory Solutions Group, LLC
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-14
Baker Avenue Asset Management, LP
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$147.3K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$124.1K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$104.5K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$57.2K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-19
Peterson Wealth Management
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-06
Morse Asset Management, Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-09
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$4.2K)
Filed 2026-11-03
Kennebec Savings Bank
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-22
Decker Retirement Planning Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-19
Dogwood Wealth Management LLC
UNCHANGED
Shares0 from 0
Change0
Value$81 (-$1)
Filed 2026-11-09
Morgan Stanley
N/A
Shares— from 3,331,265
Change-3,331,265 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,098,332
Change-2,098,332 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,206,147
Change-1,206,147 (-100%)
Value—
UBS Group AG
N/A
Shares— from 892,291
Change-892,291 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 870,693
Change-870,693 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 849,328
Change-849,328 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 703,406
Change-703,406 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 698,432
Change-698,432 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 570,448
Change-570,448 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 520,429
Change-520,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 503,027
Change-503,027 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 474,116
Change-474,116 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 391,575
Change-391,575 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 313,694
Change-313,694 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 311,130
Change-311,130 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 292,057
Change-292,057 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 270,981
Change-270,981 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 264,408
Change-264,408 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 251,808
Change-251,808 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 236,510
Change-236,510 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 225,299
Change-225,299 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 207,309
Change-207,309 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 202,508
Change-202,508 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 166,080
Change-166,080 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 164,452
Change-164,452 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 157,622
Change-157,622 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 136,606
Change-136,606 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 119,700
Change-119,700 (-100%)
Value—
FMR LLC
N/A
Shares— from 108,031
Change-108,031 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 106,644
Change-106,644 (-100%)
Value—
Stephens Inc
N/A
Shares— from 102,905
Change-102,905 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 102,705
Change-102,705 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 97,396
Change-97,396 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 93,356
Change-93,356 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 91,438
Change-91,438 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 88,316
Change-88,316 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 86,213
Change-86,213 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,305
Change-85,305 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 81,231
Change-81,231 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 80,077
Change-80,077 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 72,963
Change-72,963 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 69,336
Change-69,336 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 65,577
Change-65,577 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 64,652
Change-64,652 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 61,574
Change-61,574 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 58,298
Change-58,298 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,260
Change-49,260 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,863
Change-47,863 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 45,376
Change-45,376 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 44,815
Change-44,815 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 44,732
Change-44,732 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 42,544
Change-42,544 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 42,166
Change-42,166 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,991
Change-41,991 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 40,599
Change-40,599 (-100%)
Value—
Blair William & Co
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 38,565
Change-38,565 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 37,309
Change-37,309 (-100%)
Value—
&partners
N/A
Shares— from 37,300
Change-37,300 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,343
Change-35,343 (-100%)
Value—
Commerce Bank
N/A
Shares— from 34,909
Change-34,909 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 34,315
Change-34,315 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 34,091
Change-34,091 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 32,857
Change-32,857 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,444
Change-32,444 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 32,109
Change-32,109 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 31,539
Change-31,539 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 30,716
Change-30,716 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 27,682
Change-27,682 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 27,396
Change-27,396 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 26,583
Change-26,583 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 26,311
Change-26,311 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 26,046
Change-26,046 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 24,956
Change-24,956 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 24,678
Change-24,678 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 24,105
Change-24,105 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,887
Change-23,887 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 23,619
Change-23,619 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 23,378
Change-23,378 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,341
Change-23,341 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 22,340
Change-22,340 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 22,068
Change-22,068 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 20,828
Change-20,828 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 20,624
Change-20,624 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,082
Change-20,082 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,685
Change-19,685 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,036
Change-19,036 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
Nokomis Capital, L.L.C.
N/A
Shares— from 18,779
Change-18,779 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,908
Change-17,908 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,804
Change-17,804 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 17,607
Change-17,607 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,479
Change-17,479 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 17,401
Change-17,401 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 16,989
Change-16,989 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 16,969
Change-16,969 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 16,516
Change-16,516 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,483
Change-16,483 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 15,622
Change-15,622 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,131
Change-15,131 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 14,563
Change-14,563 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,547
Change-14,547 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,394
Change-14,394 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,849
Change-13,849 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,694
Change-13,694 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,043
Change-12,043 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,754
Change-11,754 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,168
Change-11,168 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 10,253
Change-10,253 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,783
Change-7,783 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,638
Change-6,638 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
United Bank
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
American Trust
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
CIM, LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 992
Change-992 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 984
Change-984 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 976
Change-976 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 948
Change-948 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 898
Change-898 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 885
Change-885 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 854
Change-854 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 814
Change-814 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 730
Change-730 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 727
Change-727 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 701
Change-701 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 650
Change-650 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 626
Change-626 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 615
Change-615 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 615
Change-615 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 605
Change-605 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 590
Change-590 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 557
Change-557 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 550
Change-550 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 550
Change-550 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 533
Change-533 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 498
Change-498 (-100%)
Value—
EWA, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 482
Change-482 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 464
Change-464 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 463
Change-463 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 459
Change-459 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 450
Change-450 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 444
Change-444 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 442
Change-442 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 428
Change-428 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 420
Change-420 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 414
Change-414 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 414
Change-414 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 414
Change-414 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 396
Change-396 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Rogco, LP
N/A
Shares— from 387
Change-387 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 370
Change-370 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 361
Change-361 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 285
Change-285 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 233
Change-233 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 176
Change-176 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 106
Change-106 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 105
Change-105 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 103
Change-103 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 78
Change-78 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 51
Change-51 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 47
Change-47 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7
Change-7 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED1,773,0541,667,199+105,855+6%$870.9M$901.7M+$30.8M2026-11-06
Bank of Montreal
DECREASED834,550907,796-73,246-8%$474.2M$424.4M-$49.8M2026-11-09
Imc-Chicago, LLC
DECREASED358,0341,202,720-844,686-70%$628.3M$182.1M-$446.2M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED237,961233,170+4,791+2%$121.8M$121.0K-$121.7M2026-11-02
Arkansas Financial Group, Inc.
DECREASED210,103213,367-3,264-2%$111.5M$106.8M-$4.6M2026-10-26
Berkshire Money Management, Inc.
INCREASED205,980204,256+1,724+1%$106.7M$104.8M-$2.0M2026-10-21
Commonwealth Equity Services, LLC
DECREASED169,294214,385-45,091-21%$112.0M$86.1M-$25.9M2026-11-02
PNC Financial Services Group, Inc.
INCREASED166,373162,003+4,370+3%$84.6M$84.6M-$19.9K2026-11-06
Truist Financial Corp
DECREASED138,394144,531-6,137-4%$75.5M$70.4M-$5.1M2026-10-30
Thor Trading Advisors, LLC
DECREASED126,776134,499-7,723-6%$70.3M$64.5M-$5.8M2026-11-05
Creative Planning
INCREASED116,061112,629+3,432+3%$58.8M$59.0M+$186.5K2026-11-02
Heck Capital Advisors, LLC
INCREASED114,977109,655+5,322+5%$57.4M$58.5M+$1.2M2026-10-14
TCP Asset Management, LLC
INCREASED113,774111,749+2,025+2%$58.4M$58.2M-$226.5K2026-10-14
StoryOne LLC
INCREASED86,59439,490+47,104+119%$20.6M$44.0M+$23.4M2026-10-13
Steel Grove Capital Advisors, LLC
UNCHANGED84,57084,57000%$44.2M$43.0M-$1.2M2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED78,74166,268+12,473+19%$34.0M$39.4M+$5.5M2026-10-13
Integrity Alliance, Llc.
DECREASED63,09764,857-1,760-3%$33.9M$32.1M-$1.8M2026-10-29
SteelPeak Wealth, LLC
INCREASED62,94055,198+7,742+14%$28.9M$32.1M+$3.2M2026-10-16
Bank of New York Mellon Corp
INCREASED59,02358,707+316+1%$30.7M$30.0M-$651.5K2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED58,96059,768-808-1%$31.2M$30.2M-$1.0M2026-10-09
Chartist Inc
DECREASED58,51659,471-955-2%$31.1M$29.8M-$1.3M2026-11-04
Barclays PLC
DECREASED57,32195,892-38,571-40%$50.1M$29.2M-$20.9M2026-11-06
GenWealth Group, Inc.
INCREASED54,42353,785+638+1%$28.1M$27.7M-$419.8K2026-10-16
Meitav Investment House LTD
INCREASED53,74553,725+20+0%$28.1M$27.3M-$733.4K2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
DECREASED51,63252,051-419-1%$27.2M$26.3M-$933.1K2026-10-29
Johnson Bixby & Associates, LLC
INCREASED51,53351,356+177+0%$26.8M$26.2M-$620.9K2026-10-14
Kestra Advisory Services, LLC
INCREASED49,74540,719+9,026+22%$21.3M$25.3M+$4.0M2026-11-02
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED48,43148,43100%$25.4M$24.7M-$680.6K2026-11-09
J.W. Cole Advisors, Inc.
DECREASED48,14648,257-1110%$25.2M$24.5M-$724.3K2026-11-05
Conservest Capital Advisors, Inc.
DECREASED47,60248,553-951-2%$25.4M$24.2M-$1.2M2026-11-09
Clarity Wealth Advisors, LLC
INCREASED46,16745,279+888+2%$23.7M$23.5M-$175.1K2026-10-21
AMG National Trust Bank
DECREASED45,09945,214-1150%$23.6M$22.9M-$684.3K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED43,02338,053+4,970+13%$19.9M$21.9M+$2.0M2026-11-04
Valen Private Capital, LLC
NEW42,562—+42,562——$21.6M—2026-10-23
Prospera Financial Services Inc
INCREASED42,12138,047+4,074+11%$19.9M$21.8M+$1.9M2026-11-04
Pinnacle Associates LTD
DECREASED41,53542,249-714-2%$22.1M$21.1M-$948.0K2026-10-20
Allworth Financial LP
INCREASED40,85539,524+1,331+3%$20.6M$21.3M+$695.4K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED39,89838,451+1,447+4%$20.1M$20.3M+$203.8K2026-10-16
Pittenger & Anderson Inc
INCREASED38,34236,759+1,583+4%$19.2M$19.5M+$296.5K2026-11-02
Financial Concepts Unlimited, Inc.
INCREASED37,63536,569+1,066+3%$19.1M$19.1M+$36.1K2026-11-06
Smithbridge Asset Management Inc
INCREASED36,94636,193+753+2%$18.9M$18.8M-$118.4K2026-10-19
Nations Financial Group Inc,
DECREASED36,78137,426-645-2%$19.6M$18.7M-$846.0K2026-11-05
Daiwa Securities Group Inc.
INCREASED34,96831,699+3,269+10%$16.6M$17.8M+$1.2M2026-10-29
Royal Fund Management, LLC
NEW34,616—+34,616——$17.6M—2026-10-22
TD Waterhouse Canada Inc.
DECREASED34,15736,204-2,047-6%$18.9M$17.4M-$1.5M2026-10-16
IFG Advisory, LLC
INCREASED32,98931,709+1,280+4%$16.6M$16.8M+$212.0K2026-11-09
Latko Wealth Management, Ltd.
DECREASED32,35134,130-1,779-5%$17.8M$16.5M-$1.4M2026-11-09
Jacksonville Wealth Management, LLC
INCREASED30,18127,441+2,740+10%$14.3M$15.3M+$1.0M2026-10-30
Capital Management Associates, Inc
INCREASED29,75229,261+491+2%$15.3M$15.1M-$155.3K2026-10-20
Wedbush Securities Inc
DECREASED29,29030,115-825-3%$15.7M$14.9K-$15.7M2026-10-22
Kestra Private Wealth Services, LLC
DECREASED28,83230,593-1,761-6%$16.0M$14.7M-$1.3M2026-11-06
MKT Advisors LLC
DECREASED27,79830,396-2,598-9%$16.1M$14.2M-$1.8M2026-10-20
Citigroup Inc
DECREASED27,469283,870-256,401-90%$148.3M$14.0M-$134.3M2026-11-04
Harbour Investments, Inc.
INCREASED26,66916,949+9,720+57%$8.9M$13.6M+$4.7M2026-11-09
Retirement Financial Solutions, LLC
INCREASED26,66025,945+715+3%$13.6M$13.6M+$4.6K2026-10-20
Beacon Capital Management, LLC
DECREASED26,15430,086-3,932-13%$15.7M$13.3M-$2.4M2026-10-23
Oppenheimer & Co Inc
INCREASED25,61624,583+1,033+4%$12.8M$13.0M+$185.1K2026-10-26
Amplius Wealth Advisors, LLC
DECREASED24,87625,941-1,065-4%$13.6M$12.7M-$900.4K2026-10-20
Benin Management Corp
DECREASED24,32224,897-575-2%$13.0M$12.4M-$637.0K2026-10-22
Focus Wealth Advisors, LLC
DECREASED23,83324,377-544-2%$12.7M$12.1M-$613.9K2026-10-14
Pettinga Financial Advisors LLC
DECREASED23,04626,745-3,699-14%$14.0M$11.7M-$2.3M2026-10-13
First Heartland Consultants, Inc.
DECREASED21,84322,924-1,081-5%$12.0M$11.1M-$867.0K2026-10-08
Washington Capital Management, Inc
UNCHANGED21,49921,49900%$11.2M$10.9M-$297.5K2026-10-19
Fifth Third Bancorp
DECREASED21,30328,646-7,343-26%$15.0M$10.8M-$4.1M2026-11-05
Lido Advisors, LLC
DECREASED21,16322,532-1,369-6%$11.8M$10.8M-$1.0M2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED20,52020,319+201+1%$10.6M$10.4M-$179.2K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED20,49716,726+3,771+23%$8.7M$10.4M+$1.7M2026-10-23
Smith Chas P & Associates PA Cpas
DECREASED19,84520,624-779-4%$10.8M$10.3M-$472.6K2026-10-22
Csenge Advisory Group
DECREASED19,76820,242-474-2%$10.6M$10.1M-$521.2K2026-11-04
Kozak & Associates, Inc.
DECREASED19,22321,352-2,129-10%$11.2M$10.1M-$1.1M2026-10-29
Farther Finance Advisors, LLC
INCREASED19,10418,314+790+4%$9.6M$9.7M+$148.0K2026-10-08
GHP Investment Advisors, Inc.
DECREASED18,77318,844-710%$9.8M$9.5M-$296.9K2026-10-15
Washburn Capital Management, Inc.
INCREASED18,16417,637+527+3%$9.2M$9.2M+$24.5K2026-10-19
Foster Group, Inc.
DECREASED17,56617,577-110%$9.2M$8.9M-$248.9K2026-10-13
Bessemer Group Inc
DECREASED17,41317,665-252-1%$9.2M$8.9K-$9.2M2026-11-09
D.A. Davidson & Co.
INCREASED17,35016,603+747+5%$8.7M$8.8M+$149.9K2026-10-28
Echo45 Advisors LLC
INCREASED16,50716,326+181+1%$8.5M$8.4M-$133.5K2026-10-07
Sowell Financial Services LLC
DECREASED16,23116,278-470%$8.5M$8.3M-$248.9K2026-10-23
Oak Harvest Investment Services
DECREASED16,12916,415-286-2%$8.6M$8.2M-$372.5K2026-10-20
Apollon Wealth Management, LLC
INCREASED16,08514,139+1,946+14%$7.4M$8.2M+$793.8K2026-10-23
NTV Asset Management LLC
DECREASED15,91916,294-375-2%$8.5M$8.1M-$416.2K2026-10-23
Merit Financial Group, LLC
DECREASED15,88116,002-121-1%$8.4M$8.1M-$283.1K2026-11-06
Curtis Advisory Group, LLC
INCREASED15,85312,826+3,027+24%$6.7M$8.1M+$1.4M2026-10-28
Independent Financial Group, LLC
DECREASED15,68915,777-88-1%$8.2M$8.0M-$262.4K2026-10-13
King Wealth Management Group
DECREASED15,47915,804-325-2%$8.3M$7.9K-$8.2M2026-11-09
Chung Wu Investment Group, LLC
INCREASED15,46015,435+25+0%$8.1M$7.9M-$200.9K2026-11-03
Magnolia Capital Management LTD
DECREASED15,34615,426-80-1%$8.1K$7.8K-$2542026-10-09
Regions Financial Corp
INCREASED15,29014,107+1,183+8%$7.4M$7.8M+$406.4K2026-11-05
Atria Investments, Inc
DECREASED14,973114,022-99,049-87%$59.6M$7.6M-$51.9M2026-10-15
Iowa State Bank
UNCHANGED14,84014,84000%$7.8M$7.5M-$205.4K2026-10-06
Choreo, LLC
DECREASED14,67914,724-450%$7.7M$7.5M-$226.3K2026-10-28
HB Wealth Management, LLC
INCREASED13,64312,483+1,160+9%$6.5M$6.9M+$416.9K2026-10-23
Frank, Rimerman Advisors LLC
INCREASED13,57212,863+709+6%$6.7M$6.9M+$182.0K2026-10-16
Mechanics Bank Trust Department
DECREASED13,48013,758-278-2%$7.2M$6.9M-$331.8K2026-10-13
Brighton Jones LLC
DECREASED13,40814,554-1,146-8%$7.6M$6.8M-$784.2K2026-11-03
Worth Asset Management, LLC
NEW13,189—+13,189——$6.7M—2026-10-07
Nwam LLC
DECREASED12,61412,686-72-1%$6.6M$6.4M-$212.1K2026-11-09
Onyx Bridge Wealth Group LLC
INCREASED12,6083,455+9,153+265%$1.8M$6.4M+$4.6M2026-10-16
RFG Advisory, LLC
INCREASED12,55412,145+409+3%$6.3M$6.4M+$39.9K2026-11-03
Montag A & Associates Inc
UNCHANGED12,37512,37500%$6.5M$6.3M-$173.9K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED12,14112,237-96-1%$6.4M$6.2M-$217.8K2026-10-20
Summit Asset Management, LLC
DECREASED12,05512,138-83-1%$6.3M$6.1M-$210.2K2026-11-05
Cowa, LLC
DECREASED12,00612,153-147-1%$6.3M$6.1M-$243.0K2026-10-30
IFG Advisors, LLC
DECREASED11,69911,796-97-1%$6.2M$5.9M-$212.7K2026-10-15
PKS Advisory Services, LLC
UNCHANGED11,65711,65700%$6.1M$6.1M$02026-10-26
Birinyi Associates Inc
INCREASED11,53011,525+5+0%$6.0M$5.9K-$6.0M2026-10-28
Meridian Wealth Management, LLC
DECREASED11,50212,799-1,297-10%$6.7M$5.8M-$837.0K2026-11-05
Brookstone Capital Management
DECREASED11,49512,160-665-5%$6.4M$5.8M-$506.4K2026-10-22
Sigma Planning Corp
INCREASED11,40911,019+390+4%$5.8M$5.8M+$37.9K2026-10-23
Wealth Quarterback LLC
INCREASED11,3208,939+2,381+27%$4.7M$5.8M+$1.1M2026-10-20
Lynch Investment Planning, LLC
INCREASED11,12810,954+174+2%$5.7M$5.7M-$65.5K2026-10-27
Littlejohn Financial Services, Inc.
INCREASED11,11111,048+63+1%$5.8M$5.7M-$120.8K2026-11-06
Narwhal Capital Management
UNCHANGED11,08011,08000%$5.8M$5.6M-$153.3K2026-11-04
First Horizon Corp
DECREASED10,96911,011-420%$5.8M$5.6M-$173.8K2026-10-26
American National Bank & Trust
UNCHANGED10,62310,62300%$5.5M$5.4M-$147.0K2026-10-07
Venture Visionary Partners LLC
DECREASED10,61410,631-170%$5.6M$5.4M-$155.6K2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
DECREASED10,49310,713-220-2%$5.6M$5.3M-$259.9K2026-10-23
Wealthfront Advisers LLC
INCREASED10,4798,194+2,285+28%$4.3M$5.3M+$1.0M2026-11-09
Thrivent Financial for Lutherans
INCREASED10,3369,581+755+8%$5.0M$5.3K-$5.0M2026-11-05
AtlasMark Financial, Inc
UNCHANGED10,20010,20000%$5.3M$5.2M-$141.2K2026-10-13
Intergy Private Wealth, LLC
DECREASED10,04910,125-76-1%$5.3M$5.1M-$178.5K2026-10-16
KW Wealth Management LLC
NEW10,015—+10,015——$5.1M—2026-10-28
Mufg Bank, Ltd.
NEW10,000—+10,000——$5.1M—2026-11-06
US Bancorp \de\
DECREASED9,6089,662-54-1%$5.0M$4.9M-$161.3K2026-11-05
Fortis Group Advisors, LLC
INCREASED9,5659,505+60+1%$5.0M$4.9M-$22.1K2026-11-06
Foresight Capital Management Advisors, Inc.
DECREASED9,4939,622-129-1%$5.0M$4.8M-$198.6K2026-10-27
GFS Advisors, LLC
INCREASED9,2291,311+7,918+604%$4.5M$4.7M+$158.7K2026-11-03
Tortoise Investment Management, LLC
DECREASED9,2109,340-130-1%$4.9M$4.7M-$195.4K2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED8,9968,828+168+2%$4.6M$4.6M-$36.8K2026-10-29
International Assets Investment Management, LLC
INCREASED8,9048,866+38+0%$4.6M$4.5M-$102.8K2026-11-02
Western Wealth Management, LLC
DECREASED8,7029,039-337-4%$4.7M$4.4M-$296.4K2026-11-09
TrueWealth Advisors, LLC
INCREASED8,6798,403+276+3%$4.4M$4.4M+$24.2K2026-10-09
Northern Financial Advisors Inc
DECREASED8,5979,043-446-5%$4.7M$4.4M-$351.9K2026-10-29
Lewis Asset Management, LLC
UNCHANGED8,5208,52000%$4.5M$4.3M-$107.8K2026-10-14
Absolute Capital Management, LLC
UNCHANGED8,5008,50000%$4.4M$4.3M-$117.6K2026-10-16
Capital Wealth Alliance, LLC
DECREASED8,4749,438-964-10%$4.9M$4.3M-$620.9K2026-10-20
IFP Advisors, Inc
INCREASED8,4337,115+1,318+19%$3.7M$4.3M+$571.8K2026-10-16
Autumn Glory Partners, LLC
INCREASED8,4127,554+858+11%$3.9M$4.3M+$331.8K2026-10-26
Fortune 45 LLC
DECREASED8,2688,280-120%$4.3M$4.2M-$121.3K2026-10-14
Savant Capital, LLC
DECREASED8,19015,951-7,761-49%$7.9M$4.2M-$3.7M2026-11-06
Great Valley Advisor Group, Inc.
INCREASED8,1176,433+1,684+26%$3.4M$4.1M+$767.8K2026-11-09
Tufton Capital Management
DECREASED8,0188,350-332-4%$4.4M$4.1K-$4.4M2026-10-20
Melone Private Wealth, LLC
DECREASED8,0098,098-89-1%$4.2M$4.1M-$157.5K2026-10-16
Kelleher Financial Advisors
INCREASED7,9616,304+1,657+26%$3.3M$4.0M+$755.2K2026-10-30
Citizens Financial Group Inc
DECREASED7,8588,076-218-3%$4.2M$4.0M-$222.5K2026-10-23
Schnieders Capital Management, Llc.
DECREASED7,7487,752-40%$4.0M$3.9M-$109.3K2026-11-09
Meridian Investment Counsel Inc.
DECREASED7,5567,568-120%$4.0M$3.8M-$110.8K2026-10-14
Greenfield Savings Bank
DECREASED7,4987,527-290%$3.9M$3.8M-$118.9K2026-10-07
Fiduciary Alliance LLC
DECREASED7,3207,373-53-1%$3.9M$3.7M-$128.9K2026-10-13
Compound Planning, Inc.
DECREASED7,2757,726-451-6%$4.0M$3.7M-$336.4K2026-11-09
Caldwell Trust Co
UNCHANGED7,2497,24900%$3.8M$3.7M-$100.3K2026-10-30
Objective Capital Management, LLC
INCREASED7,1527,041+111+2%$3.7M$3.6M-$40.7K2026-10-13
Asset Dedication, LLC
INCREASED7,0826,334+748+12%$3.3M$3.6M+$292.3K2026-11-03
CoreCap Advisors, LLC
DECREASED7,0237,105-82-1%$3.7M$3.6M-$139.5K2026-10-08
PFG Advisors
INCREASED6,8696,524+345+5%$3.4M$3.5M+$85.2K2026-10-16
JTC Employer Solutions Trustee Ltd
UNCHANGED6,8686,86800%$3.6M$3.5K-$3.6M2026-11-09
Fingerlakes Wealth Management, Inc.
INCREASED6,8246,760+64+1%$3.5M$3.5M-$61.1K2026-11-04
Integrated Advisors Network LLC
INCREASED6,6816,559+122+2%$3.4M$3.4M-$29.0K2026-10-20
Mlp3, LLC
INCREASED6,6665,942+724+12%$3.1M$3.4M+$286.4K2026-10-22
Bokf, NA
INCREASED6,531130+6,401+4924%$67.9K$3.3M+$3.3M2026-10-27
Canandaigua National Bank & Trust Co
INCREASED6,3376,313+24+0%$3.3M$3.2M-$75.2K2026-10-07
Mattern Capital Management, LLC
UNCHANGED6,2976,29700%$3.3M$3.2M-$87.2K2026-11-02
Verus Capital Partners, LLC
DECREASED6,1666,853-687-10%$3.6M$3.1M-$444.2K2026-11-03
Monograph Wealth Advisors, LLC
UNCHANGED6,0986,09800%$3.2M$3.1M-$85.7K2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED6,0947,914-1,820-23%$4.1M$3.1M-$1.0M2026-11-03
Belvedere Trading LLC
INCREASED6,0802,339+3,741+160%$1.2M$3.1M+$1.9M2026-11-05
OceanIQ Capital, LLC
NEW5,980—+5,980——$3.1M—2026-10-19
HUB Investment Partners, LLC
DECREASED5,9536,444-491-8%$3.4M$3.0M-$339.0K2026-11-03
BigSur Wealth Management LLC
DECREASED5,9196,169-250-4%$3.2M$3.0M-$214.1K2026-10-13
Level Four Advisory Services, LLC
DECREASED5,9106,110-200-3%$3.2M$3.0M-$186.0K2026-11-06
Arvest Investments, Inc.
INCREASED5,8315,630+201+4%$2.9M$3.0M+$24.1K2026-10-21
Crumly & Associates Inc.
DECREASED5,7245,754-30-1%$3.0M$2.9M-$94.9K2026-10-07
St. Clair Advisors, LLC
DECREASED5,7195,869-150-3%$3.1M$2.9M-$157.5K2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED5,6995,69900%$3.0K$2.9K-$792026-10-27
Davenport & Co LLC
INCREASED5,5415,162+379+7%$2.7M$2.8M+$121.4K2026-10-14
Paragon Capital Management Inc
DECREASED5,4275,525-98-2%$2.9M$2.8M-$126.3K2026-10-15
Hudock, Inc.
DECREASED5,4225,443-210%$2.8M$2.8M-$85.9K2026-10-14
SBI Securities Co., Ltd.
DECREASED5,4185,528-110-2%$2.9M$2.8M-$132.4K2026-10-22
Madison Park Capital Advisors, LLC
DECREASED5,39612,109-6,713-55%$2.9M$2.7M-$142.0K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,3094,842+467+10%$2.5M$2.7M+$170.5K2026-10-27
Cambridge Financial Group, LLC
UNCHANGED5,3025,30200%$2.8M$2.8M$02026-10-06
FSM Wealth Advisors, LLC
UNCHANGED5,1775,17700%$2.7M$2.6M-$55.6K2026-10-27
Fifth Third Securities, Inc.
DECREASED5,1595,462-303-6%$2.9M$2.6M-$229.6K2026-10-21
Graves Light Lenhart Wealth, Inc.
INCREASED5,0505,049+1+0%$2.6M$2.6M-$69.6K2026-10-09
Seamount Financial Group Inc
DECREASED5,0375,065-28-1%$2.6M$2.6M-$84.0K2026-10-21
SouthState Bank Corp
DECREASED5,0255,053-28-1%$2.6M$2.6M-$84.2K2026-11-09
American State Bank (Iowa)
DECREASED4,9774,992-150%$2.6M$2.5M-$76.7K2026-11-03
Equitable Trust Co
DECREASED4,9475,563-616-11%$2.9M$2.5M-$390.3K2026-10-13
Mission Wealth Management, LP
DECREASED4,8475,816-969-17%$3.0M$2.5M-$573.6K2026-10-15
Net Worth Advisory Group
DECREASED4,8294,911-82-2%$2.6M$2.5M-$109.1K2026-10-20
GreatBanc Trust Co
UNCHANGED4,7404,74000%$2.5M$2.4M-$65.6K2026-11-04
Sage Capital Management, LLC
INCREASED4,6914,680+11+0%$2.4M$2.4M-$59.7K2026-10-20
Atlas Private Wealth Advisors
DECREASED4,6805,556-876-16%$2.9M$2.4M-$522.3K2026-10-23
Vise Technologies, Inc.
INCREASED4,6384,525+113+3%$2.4M$2.4M-$5.4K2026-10-29
Sovran Advisors, LLC
INCREASED4,6303,481+1,149+33%$1.8M$2.4M+$586.1K2026-11-02
Quadcap Wealth Management, LLC
DECREASED4,6284,709-81-2%$2.5M$2.4M-$106.7K2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED4,5711,706+2,865+168%$891.2K$2.3M+$1.4M2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED4,5324,406+126+3%$2.3M$2.3M+$2.3K2026-10-16
StoneX Group Inc.
DECREASED4,4985,286-788-15%$2.8M$2.3M-$455.5K2026-11-03
Blvd Private Wealth, LLC
DECREASED4,4824,599-117-3%$2.4M$2.3M-$123.5K2026-10-14
Marathon Wealth Advisors LLC
DECREASED4,4444,464-200%$2.3M$2.3M-$71.7K2026-11-04
Lionsbridge Wealth Management LLC
DECREASED4,4374,838-401-8%$2.5M$2.3M-$270.9K2026-10-26
Balboa Wealth Partners
INCREASED4,4254,265+160+4%$2.2M$2.3M+$22.5K2026-10-20
Gen-Wealth Partners Inc
DECREASED4,3674,565-198-4%$2.4M$2.2M-$163.6K2026-11-04
Embree Financial Group
INCREASED4,3514,340+11+0%$2.3M$2.2M-$54.6K2026-10-22
Assetmark, Inc
INCREASED4,278847+3,431+405%$442.7K$2.2M+$1.7M2026-10-21
Golden State Wealth Management, LLC
INCREASED4,2574,230+27+1%$2.2M$2.2M-$45.1K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED4,2363,706+530+14%$1.9M$2.2M+$220.9K2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED4,2094,20900%$2.2M$2.1M-$58.3K2026-10-13
WealthBridge Capital Management, LLC
INCREASED4,2014,175+26+1%$2.2M$2.1M-$44.7K2026-10-16
Patton Albertson Miller Group, LLC
DECREASED4,1604,165-50%$2.2M$2.1M-$60.2K2026-10-26
Focus Financial Network, Inc.
INCREASED4,0764,017+59+1%$2.1M$2.1M-$25.9K2026-10-14
Windsor Capital Management, LLC
DECREASED4,0584,158-100-2%$2.2M$2.1M-$108.9K2026-10-13
Triumph Capital Management
UNCHANGED4,0504,05000%$2.1M$2.1M-$56.0K2026-10-14
4Wealth Advisors, Inc.
INCREASED4,040739+3,301+447%$385.7K$2.1M+$1.7M2026-10-13
Moors & Cabot, Inc.
INCREASED4,0383,784+254+7%$2.0M$2.1M+$77.2K2026-11-06
Optivise Advisory Services LLC
DECREASED4,0084,056-48-1%$2.1M$2.0M-$80.7K2026-10-19
Keybank National Association
DECREASED4,0024,122-120-3%$2.2M$2.0M-$118.1K2026-11-04
Ashford Advisors, LLC
UNCHANGED4,0004,00000%$2.1M$2.0M-$56.2K2026-11-02
Quantum Financial Partners LLC
INCREASED3,9833,950+33+1%$2.1M$2.0M-$37.4K2026-10-19
Capital Investment Advisors, LLC
INCREASED3,9713,620+351+10%$1.9M$2.0M+$128.7K2026-10-22
Community Trust & Investment Co
UNCHANGED3,9513,95100%$2.1M$2.0M-$54.7K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED3,8893,735+154+4%$2.0M$2.0M+$26.9K2026-11-03
Uptick Partners, LLC
DECREASED3,8653,956-91-2%$2.1M$2.0M-$101.3K2026-11-04
Purus Wealth Management, LLC
INCREASED3,7743,764+10+0%$2.0M$1.9M-$47.0K2026-10-15
Flagstar Securities, Inc
INCREASED3,7723,717+55+1%$1.9M$1.9M-$24.6K2026-10-15
Paulson Wealth Management Inc.
UNCHANGED3,7663,76600%$2.0M$1.9M-$51.9K2026-11-02
Morton Capital Management LLC
DECREASED3,7633,929-166-4%$2.1M$1.9M-$138.8K2026-10-23
Gallacher Capital Management LLC
DECREASED3,7543,893-139-4%$2.0M$1.9M-$124.7K2026-10-30
Secure Asset Management, LLC
DECREASED3,7464,398-652-15%$2.3M$1.9M-$392.8K2026-10-19
Valmark Advisers, Inc.
INCREASED3,7303,704+26+1%$1.9M$1.9M-$38.0K2026-11-06
Bedminster, LLC
DECREASED3,7203,839-119-3%$2.0M$1.9M-$113.6K2026-11-04
Strategic Blueprint, LLC
DECREASED3,6573,715-58-2%$1.9M$1.9M-$81.1K2026-10-22
AIA Group Ltd
UNCHANGED3,6563,65600%$1.9M$1.9M-$50.6K2026-10-30
CV Advisors LLC
UNCHANGED3,6313,63100%$1.9M$1.8M-$50.3K2026-10-13
Rydar Equities, Inc.
INCREASED3,6273,578+49+1%$1.9M$1.9M-$13.8K2026-10-13
Parallel Advisors, LLC
INCREASED3,5841,542+2,042+132%$806.0K$1.8M+$1.0M2026-11-03
Milestone Asset Management, LLC
NEW3,534—+3,534——$1.8M—2026-10-15
RMR Wealth Builders
DECREASED3,5213,530-90%$1.8M$1.8M-$53.2K2026-10-22
Heritage Investment Group, Inc.
UNCHANGED3,4803,48000%$1.8M$1.8M-$48.2K2026-11-03
Moody Lynn Lieberson & Walker, LLC
UNCHANGED3,4613,46100%$1.8M$1.8M-$47.9K2026-10-14
Larson Financial Group LLC
INCREASED3,4403,404+36+1%$1.8M$1.7M-$28.9K2026-11-05
Sharper & Granite LLC
UNCHANGED3,4403,44000%$1.8M$1.6M-$203.6K2026-11-02
Auxano Advisors, LLC
UNCHANGED3,4143,41400%$1.8M$1.7M-$47.3K2026-11-06
Beaumont Financial Advisors, LLC
INCREASED3,3903,366+24+1%$1.8M$1.7M-$34.2K2026-10-22
Aull & Monroe Investment Management Corp
DECREASED3,3803,417-37-1%$1.8M$1.7M-$66.1K2026-10-16
Union Bancaire Privee, UBP SA
DECREASED3,3413,977-636-16%$2.0M$1.7M-$360.1K2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED3,3373,211+126+4%$1.7M$1.7M+$19.9K2026-10-16
NBT Bank, N.A.
DECREASED3,3273,357-30-1%$1.8M$1.7M-$61.7K2026-10-21
Tompkins Financial Corp
UNCHANGED3,3053,30500%$1.7M$1.7M-$45.7K2026-10-05
Kaizen Financial Strategies
DECREASED3,3003,397-97-3%$1.8M$1.7M-$96.4K2026-10-09
KCM Investment Advisors LLC
DECREASED3,3003,314-140%$1.7M$1.7M-$53.0K2026-10-27
Letson Investment Management, Inc.
UNCHANGED3,3003,30000%$1.7M$1.7M-$45.7K2026-11-05
Resonant Capital Advisors, LLC
UNCHANGED3,3003,30000%$1.7M$1.7M-$46.4K2026-10-15
Rasp Wealth Solutions, LLC
INCREASED3,2643,262+2+0%$1.7M$1.7M-$43.7K2026-11-06
Capital Investment Advisory Services, LLC
DECREASED3,2583,274-160%$1.7M$1.7M-$51.8K2026-10-30
Spring Capital Management, LLC
INCREASED3,2402,920+320+11%$1.5M$1.6M+$122.3K2026-10-09
Northern Capital Management, Inc.
UNCHANGED3,2343,23400%$1.7M$1.6M-$44.8K2026-11-05
Clear Creek Financial Management, LLC
INCREASED3,2243,089+135+4%$1.6M$1.6M+$25.7K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED3,2212,264+957+42%$1.2M$1.6M+$455.8K2026-10-21
Grandview Asset Management LLC
DECREASED3,1953,839-644-17%$2.0M$1.6M-$380.8K2026-10-19
Simplicity Wealth,LLC
INCREASED3,1943,011+183+6%$1.6M$1.6M+$51.4K2026-10-23
XML Financial, LLC
INCREASED3,1673,165+2+0%$1.7M$1.6M-$42.8K2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED3,1483,038+110+4%$1.6M$1.6M+$14.1K2026-10-21
Perigon Wealth Management, LLC
INCREASED3,1242,859+265+9%$1.5M$1.6M+$95.1K2026-10-22
Cerro Pacific Wealth Advisors LLC
DECREASED3,1103,327-217-7%$1.7M$1.6M-$156.4K2026-10-22
High Net Worth Advisory Group LLC
DECREASED3,0863,093-70%$1.6M$1.6M-$45.9K2026-10-26
Cambridge Advisors Inc.
DECREASED3,0733,308-235-7%$1.7M$1.6M-$165.3K2026-10-19
Signaturefd, LLC
INCREASED3,0283,018+10+0%$1.6M$1.5M-$36.5K2026-10-23
Hapanowicz & Associates Financial Services, Inc
UNCHANGED3,0093,00900%$1.6M$1.5M-$41.6K2026-10-29
Kelman-Lazarov, Inc.
INCREASED3,0082,999+9+0%$1.6M$1.5M-$36.8K2026-11-09
Jacobi Capital Management LLC
INCREASED2,9992,702+297+11%$1.4M$1.5M+$113.7K2026-11-05
Daymark Wealth Partners, LLC
INCREASED2,9982,880+118+4%$1.5M$1.5M+$20.5K2026-11-04
CRA Financial Services, LLC
INCREASED2,9982,938+60+2%$1.5M$1.5M-$10.2K2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED2,9913,315-324-10%$1.7M$1.5M-$210.7K2026-11-02
WBH Advisory Inc
INCREASED2,9902,488+502+20%$1.3M$1.5M+$220.9K2026-11-05
Koshinski Asset Management, Inc.
INCREASED2,9672,951+16+1%$1.5M$1.5M-$32.7K2026-10-29
Apella Capital, LLC
DECREASED2,9633,436-473-14%$1.8M$1.5M-$301.6K2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED2,9511,824+1,127+62%$952.8K$1.5M+$547.9K2026-10-20
Foronjy Financial LLC
DECREASED2,9392,958-19-1%$1.5M$1.5M-$50.6K2026-10-14
Eagle Capital Management, LLC
UNCHANGED2,9152,91500%$1.5K$1.5K-$412026-10-19
Y-Intercept (Hong Kong) Ltd
NEW2,912—+2,912——$1.5M—2026-10-16
Bernicke Wealth Management, Ltd.
UNCHANGED2,8852,88500%$1.5M$1.5M-$39.9K2026-11-06
Woodmont Investment Counsel LLC
UNCHANGED2,8692,86900%$1.5M$1.5M-$39.7K2026-10-29
QTR Family Wealth, LLC
INCREASED2,8502,725+125+5%$1.4M$1.4M+$25.8K2026-11-02
Elmwood Wealth Management, Inc.
UNCHANGED2,8342,83400%$1.5M$1.4M-$39.2K2026-10-14
Certuity, LLC
INCREASED2,8142,813+1+0%$1.5M$1.4M-$17.3K2026-11-02
VestGen Advisors, LLC
INCREASED2,8092,602+207+8%$1.4M$1.4M+$69.5K2026-10-27
HighPoint Advisor Group LLC
INCREASED2,8042,795+9+0%$1.5M$1.4M-$34.2K2026-11-09
First Premier Bank
UNCHANGED2,8002,80000%$1.5K$1.4K-$392026-10-13
First City Capital Management, Inc.
DECREASED2,7852,835-50-2%$1.5M$1.4M-$64.4K2026-10-27
Modera Wealth Management, LLC
DECREASED2,7703,133-363-12%$1.6M$1.4M-$228.2K2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED2,7642,409+355+15%$1.3M$1.4M+$147.4K2026-11-02
Nilsine Partners, LLC
INCREASED2,740402+2,338+582%$210.0K$1.4M+$1.2M2026-11-02
Valley National Advisers Inc
DECREASED2,7372,756-19-1%$1.4M$1.4M-$47.8K2026-10-23
John Boyer, Inc.
NEW2,730—+2,730——$1.4M—2026-10-27
Wealth Management Partners, LLC
DECREASED2,7302,769-39-1%$1.4M$1.4M-$58.2K2026-10-21
NWF Advisory Services Inc.
INCREASED2,7072,651+56+2%$1.4M$1.4M-$8.6K2026-10-19
MGO One Seven LLC
DECREASED2,6732,780-107-4%$1.5M$1.4M-$92.8K2026-10-28
Spire Wealth Management
DECREASED2,6724,401-1,729-39%$2.3M$1.4M-$940.4K2026-10-30
Flagship Harbor Advisors, LLC
DECREASED2,5952,650-55-2%$1.4M$1.3M-$65.1K2026-10-26
Clearstead Advisors, LLC
INCREASED2,5882,586+2+0%$1.4M$1.3M-$34.6K2026-11-06
Victory Financial Group, LLC
DECREASED2,5693,749-1,180-31%$2.0M$1.3M-$716.9K2026-10-27
Americana Partners, LLC
INCREASED2,5622,523+39+2%$1.3M$1.3M-$15.1K2026-10-28
Citizens & Northern Corp
UNCHANGED2,5432,54300%$1.3M$1.3M-$35.2K2026-11-06
Central Trust Co
UNCHANGED2,5202,52000%$1.3M$1.3M-$34.9K2026-11-05
ZWJ Investment Counsel Inc
UNCHANGED2,5172,51700%$1.3M$1.3M-$34.8K2026-10-15
Chicago Partners Investment Group LLC
DECREASED2,5102,553-43-2%$1.3M$1.3M-$9.2K2026-10-27
HBK Sorce Advisory LLC
INCREASED2,4982,058+440+21%$1.1M$1.3M+$167.7K2026-11-06
Redwood Family Wealth LLC
UNCHANGED2,4452,44500%$1.3M$1.2M-$33.8K2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED2,4442,500-56-2%$1.3M$1.2M-$63.3K2026-10-26
Smith Asset Management Co., LLC
INCREASED2,4431,075+1,368+127%$561.6K$1.2M+$681.0K2026-10-16
Soltis Investment Advisors LLC
INCREASED2,4281,862+566+30%$972.7K$1.2M+$262.3K2026-10-28
Vontobel Holding Ltd.
DECREASED2,4172,463-46-2%$1.3M$1.2M-$57.5K2026-10-16
First National Trust Co
DECREASED2,4142,440-26-1%$1.3M$1.2M-$47.0K2026-10-28
Cypress Wealth Services, LLC
INCREASED2,4092,408+1+0%$1.3M$1.2M-$18.5K2026-10-21
Members Advisory Group LLC
NEW2,386—+2,386——$1.2M—2026-11-09
Romano Brothers and Company
INCREASED2,3252,224+101+5%$1.2M$1.2M+$20.3K2026-10-22
Tannin Capital LLC
DECREASED2,2992,416-117-5%$1.3M$1.2M-$92.9K2026-11-05
Florida Trust Wealth Management Co
UNCHANGED2,2972,29700%$1.2M$1.2M-$31.8K2026-11-05
Castle Rock Wealth Management, LLC
DECREASED2,2592,303-44-2%$1.2M$1.2M-$40.7K2026-10-09
Ring Mountain Capital, LLC
INCREASED2,2472,189+58+3%$1.1M$1.1M-$8002026-10-13
Well Done, LLC
UNCHANGED2,2432,24300%$1.2M$1.1M-$31.0K2026-10-20
Clear Harbor Asset Management, LLC
UNCHANGED2,2352,23500%$1.2M$1.1M-$30.9K2026-11-05
Acropolis Investment Management, LLC
DECREASED2,2302,330-100-4%$1.2M$1.1M-$83.1K2026-10-08
Magnus Financial Group LLC
INCREASED2,2182,215+3+0%$1.2M$1.1M-$28.8K2026-10-21
JFS Wealth Advisors, LLC
DECREASED2,2172,295-78-3%$1.2M$1.1M-$71.4K2026-11-03
Beacon Bank & Trust
DECREASED2,2142,236-22-1%$1.2M$1.1M-$42.1K2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,2112,21100%$1.2M$1.1M-$30.6K2026-10-27
Saxon Interests, Inc.
DECREASED2,2004,306-2,106-49%$2.2M$1.1M-$1.1M2026-10-26
Verdence Capital Advisors LLC
INCREASED2,1922,191+1+0%$1.1M$1.1M-$30.3K2026-10-26
Quartz Partners, LLC
UNCHANGED2,1762,17600%$1.1M$1.1M-$30.0K2026-11-03
Clear Point Advisors Inc.
DECREASED2,1672,182-15-1%$1.1M$1.1M-$37.5K2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED2,1392,127+12+1%$1.1M$1.1M-$23.3K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED2,1192,106+13+1%$1.1M$1.1M-$22.4K2026-10-13
Advisor Resource Council
DECREASED2,1122,277-165-7%$1.2M$1.1M-$125.4K2026-11-05
Coldstream Capital Management Inc
INCREASED2,1082,055+53+3%$1.1M$1.1M-$1.4K2026-11-09
Visionary Wealth Advisors
DECREASED2,1072,121-14-1%$1.1M$1.1M-$36.5K2026-11-04
Earned Wealth Advisors, LLC
DECREASED2,0902,192-102-5%$1.1M$1.1M-$82.3K2026-11-06
Gables Capital Management Inc.
UNCHANGED2,0712,07100%$1.1M$1.1M-$28.7K2026-11-04
Mather Group, Llc.
INCREASED2,0671,381+686+50%$721.5K$1.1M+$329.5K2026-10-14
Private Trust Co NA
INCREASED2,0561,902+154+8%$993.6K$1.0M+$52.0K2026-10-20
Pension & Wealth Management Advisors, Inc.
DECREASED2,0552,093-38-2%$1.1M$1.0M-$48.1K2026-10-16
truNorth Financial Services, Inc.
DECREASED2,0332,150-117-5%$1.1M$1.0M-$89.3K2026-11-06
Indivisible Partners
INCREASED2,0291,307+722+55%$682.8K$1.0M+$349.0K2026-10-26
Diversify Wealth Management, LLC
INCREASED2,0041,881+123+7%$980.7K$1.0M+$63.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED2,0041,881+123+7%$980.7K$1.0M+$63.8K2026-10-20
Concord Wealth Partners
INCREASED1,9651,949+16+1%$1.0M$999.3K-$18.8K2026-11-02
Pegasus Asset Management, Inc.
DECREASED1,9641,965-10%$1.0M$998.8K-$27.7K2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED1,9602,070-110-5%$1.1M$996.8K-$84.6K2026-10-13
Stevens Capital Partners
INCREASED1,946646+1,300+201%$337.5K$989.8K+$652.4K2026-10-29
Krilogy Financial LLC
DECREASED1,9371,956-19-1%$1.0M$1.0M-$18.6K2026-10-13
Fisher Asset Management, LLC
INCREASED1,928987+941+95%$515.6K$980.7K+$465.1K2026-11-06
Kanawha Capital Management LLC
UNCHANGED1,9141,91400%$999.8K$973.3K-$26.5K2026-10-19
Williams Jones Wealth Management, Llc.
UNCHANGED1,9101,91000%$997.8K$971.3K-$26.4K2026-11-05
Guardian Asset Advisors, LLC
INCREASED1,9031,882+21+1%$984.6K$967.6K-$17.0K2026-10-16
AM Investment Strategies LLC
UNCHANGED1,8901,89000%$987$691-$2962026-11-05
Founders Capital Management
DECREASED1,8821,891-90%$988.1K$957.3K-$30.8K2026-10-13
Duncker Streett & Co Inc
INCREASED1,8751,874+1+0%$978.7K$953.3K-$25.5K2026-10-27
Banta Asset Management LP
DECREASED1,8742,004-130-6%$1.0M$953.0K-$93.8K2026-11-02
Bernardo Wealth Planning LLC
INCREASED1,872934+938+100%$488.2K$952.4K+$464.2K2026-10-23
180 Wealth Advisors, LLC
UNCHANGED1,8711,87100%$977.5K$951.6K-$25.9K2026-11-03
Huntleigh Advisors, Inc.
INCREASED1,8601,838+22+1%$960.2K$945.9K-$14.3K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED1,8521,831+21+1%$956.5K$941.9K-$14.6K2026-10-29
Soundwatch Capital LLC
UNCHANGED1,8501,85000%$966.4K$945.5K-$20.9K2026-11-04
Bensler, LLC
INCREASED1,8441,839+5+0%$960.6K$937.6K-$23.0K2026-11-05
Valeo Financial Advisors, LLC
DECREASED1,8421,874-32-2%$978.9K$936.7K-$42.2K2026-10-08
Advanced Asset Management Advisors Inc
UNCHANGED1,8341,83400%$958.2K$932.8K-$25.4K2026-10-20
Bailard, Inc.
UNCHANGED1,8271,82700%$954.4K$929.1K-$25.3K2026-10-13
Motco
UNCHANGED1,8001,80000%$940.3K$915.4K-$24.9K2026-11-09
Selective Wealth Management, Inc.
INCREASED1,7971,796+1+0%$935.5K$936.6K+$1.0K2026-10-16
Godsey & Gibb, Inc
UNCHANGED1,7711,77100%$925.2K$900.6K-$24.5K2026-10-14
Lodestar Private Asset Management LLC
DECREASED1,7561,781-25-1%$930.4K$893.0K-$37.4K2026-10-26
Eagle Wealth Advisors LLC
UNCHANGED1,7421,74200%$910.0K$888.0K-$22.0K2026-10-20
Global Financial Private Client, LLC
UNCHANGED1,7241,72400%$900.6K$876.7K-$23.9K2026-10-15
First Hawaiian Bank
DECREASED1,7231,762-39-2%$920.5K$876.2K-$44.2K2026-10-14
Orrstown Financial Services Inc
UNCHANGED1,7081,70800%$892.2K$868.6K-$23.6K2026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,7061,70600%$891.2K$867.6K-$23.6K2026-10-15
Gibson Capital, LLC
NEW1,702—+1,702——$865.6K—2026-10-23
Fagan Associates, Inc.
INCREASED1,6991,631+68+4%$852.0K$864.0K+$12.0K2026-10-13
NorthCrest Asset Manangement, LLC
UNCHANGED1,6861,68600%$883.6K$862.8K-$20.7K2026-10-13
Argent Trust Co
INCREASED1,6831,481+202+14%$773.7K$855.9K+$82.2K2026-11-09
Joel Isaacson & Co., LLC
INCREASED1,6761,673+3+0%$874.1K$852.6K-$21.5K2026-11-05
Argentarii, LLC
UNCHANGED1,6761,67600%$900.5K$852.3K-$48.2K2026-10-28
Calamos Wealth Management LLC
DECREASED1,6751,725-50-3%$901.1K$851.8K-$49.3K2026-11-02
JBR Co Financial Management Inc
DECREASED1,6591,713-54-3%$894.9K$866.7K-$28.2K2026-10-13
Omni 360 Wealth, Inc.
UNCHANGED1,6571,65700%$865.6K$842.7K-$22.9K2026-10-13
Aviance Capital Partners, LLC
INCREASED1,6471,409+238+17%$736.0K$837.6K+$101.5K2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED1,6421,784-142-8%$931.9K$835.0K-$96.9K2026-10-27
Midwest Trust Co
DECREASED1,6351,881-246-13%$982.6K$831.5K-$151.1K2026-10-22
Milestones Private Investment Advisors LLC
INCREASED1,6321,609+23+1%$840.5K$830.0K-$10.6K2026-10-19
True North Advisors, LLC
INCREASED1,6271,621+6+0%$846.6K$829.2K-$17.4K2026-10-22
Gilpin Wealth Management, LLC
DECREASED1,6231,646-23-1%$859.9K$825.4K-$34.5K2026-10-09
Peoples Bank
UNCHANGED1,6171,61700%$844.7K$822.3K-$22.4K2026-10-09
Sherman Asset Management, Inc.
NEW1,600—+1,600——$813.7K—2026-11-05
Sheets Smith Wealth Management
UNCHANGED1,5911,59100%$831.1K$809.1K-$22.0K2026-10-16
Nfsg Corp
DECREASED1,5871,935-348-18%$1.0M$806.8K-$204.0K2026-10-15
Private Advisory Group LLC
NEW1,576—+1,576——$801.5K—2026-11-06
Everest Financial Group LLC
UNCHANGED1,5741,57400%$822.2K$800.6K-$21.6K2026-11-06
Fogel Capital Management, Inc.
UNCHANGED1,5681,56800%$819.1K$797.4K-$21.7K2026-11-04
Financial Futures Ltd Liability Co.
DECREASED1,5541,592-38-2%$831.7K$790.4K-$41.4K2026-10-13
Sound Income Strategies, LLC
DECREASED1,5521,594-42-3%$832.9K$794.3K-$38.6K2026-10-09
Burns J W & Co Inc
UNCHANGED1,5511,55100%$810.2K$788.8K-$21.5K2026-10-20
Partners Wealth Management, LLC
NEW1,545—+1,545——$787.4K—2026-10-28
Claro Advisors Inc.
UNCHANGED1,5341,53400%$801.5K$780.2K-$21.2K2026-11-02
Marks Group Wealth Management, Inc
UNCHANGED1,5321,53200%$800.3K$779.1K-$21.2K2026-11-05
Eagle Rock Investment Company, LLC
UNCHANGED1,5251,52500%$796.6K$775.5K-$21.1K2026-10-21
Sage Capital Advisors,llc
INCREASED1,5101,505+5+0%$786.2K$768.1K-$18.1K2026-10-13
Capital Asset Managemnet, LLC
UNCHANGED1,5051,50500%$786.2K$765.4K-$20.8K2026-11-09
Geneos Wealth Management Inc.
DECREASED1,5041,511-70%$789.6K$764.8K-$24.8K2026-11-09
Arwa LLC
UNCHANGED1,5001,50000%$787.2K$774.3K-$12.9K2026-10-21
Glenview Trust Co
UNCHANGED1,4821,48200%$774.2K$753.7K-$20.5K2026-10-28
SeaCrest Wealth Management, LLC
DECREASED1,4741,812-338-19%$946.6K$749.6K-$197.0K2026-10-21
Cordoba Advisory Partners LLC
UNCHANGED1,4741,47400%$770.5K$751.4K-$19.1K2026-10-19
Plancorp, LLC
DECREASED1,4671,630-163-10%$855.0K$758.7K-$96.4K2026-11-03
Financial Planning Hawaii, Inc.
DECREASED1,4621,591-129-8%$831.0K$743.6K-$87.5K2026-10-13
Sterling Investment Counsel, LLC
DECREASED1,4601,493-33-2%$779.9K$742.5K-$37.4K2026-10-19
Institute for Wealth Management, Llc.
INCREASED1,454974+480+49%$508.7K$739.3K+$230.5K2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED1,4431,438+5+0%$751.2K$734.0K-$17.2K2026-10-19
AlphaCore Capital LLC
INCREASED1,4371,358+79+6%$709.6K$732.4K+$22.8K2026-11-04
Guardian Capital, LLC
DECREASED1,4171,707-290-17%$891.5K$720.5K-$171.0K2026-11-06
Traphagen Investment Advisors LLC
INCREASED1,4011,386+15+1%$724.1K$712.6K-$11.5K2026-10-14
Dumont & Blake Investment Advisors LLC
DECREASED1,4001,430-30-2%$746.8K$711.7K-$35.0K2026-10-28
First Financial Corp
UNCHANGED1,3971,39700%$729.8K$710.4K-$19.3K2026-10-13
Rockland Trust Co
UNCHANGED1,3951,39500%$728.7K$709.4K-$19.3K2026-10-05
Compass Planning Associates Inc
INCREASED1,3911,390+1+0%$726.1K$707.4K-$18.7K2026-10-13
Washington Trust Advisors, Inc.
INCREASED1,3791,377+2+0%$719.1K$701.3K-$17.8K2026-10-22
Trust Co of Vermont
UNCHANGED1,3761,37600%$718.8K$699.8K-$19.0K2026-10-21
Powers Advisory Group, LLC
UNCHANGED1,3711,37100%$716.2K$697.2K-$19.0K2026-10-14
Financial Solutions Advisory Group, Inc.
INCREASED1,3701,210+160+13%$634.3K$711.2K+$76.9K2026-10-28
Compass Wealth Management LLC
DECREASED1,3691,376-7-1%$718.8K$696.2K-$22.6K2026-10-22
HCR Wealth Advisors
DECREASED1,3681,426-58-4%$745.0K$695.8K-$49.2K2026-10-15
Weaver Consulting Group
UNCHANGED1,3591,35900%$709.9K$691.1K-$18.8K2026-10-07
Vaughan David Investments LLC
UNCHANGED1,3551,35500%$708.0K$689-$707.3K2026-11-05
Financial Guidance Group, Inc.
DECREASED1,3531,393-40-3%$727.7K$688.2K-$39.5K2026-10-21
Quantum Private Wealth, LLC
UNCHANGED1,3521,35200%$706.3K$687.6K-$18.7K2026-10-20
Clear Trail Advisors, LLC
UNCHANGED1,3521,35200%$706.3K$687.6K-$18.7K2026-10-20
Howard Wealth Management, LLC
DECREASED1,3491,353-40%$707.2K$686.1K-$21.1K2026-10-28
Innova Wealth Partners
INCREASED1,3431,190+153+13%$621.6K$683.0K+$61.3K2026-10-21
Old Second National Bank of Aurora
UNCHANGED1,3361,33600%$697.9K$679.4K-$18.5K2026-10-22
Asset Allocation Strategies LLC
DECREASED1,3321,810-478-26%$945.7K$677.2K-$268.6K2026-10-20
IPG Investment Advisors LLC
UNCHANGED1,3291,32900%$694.1K$678.6K-$15.5K2026-10-30
BIP Wealth, LLC
UNCHANGED1,3251,32500%$692.2K$673.8K-$18.3K2026-10-22
Facet Wealth, Inc.
INCREASED1,3221,243+79+6%$649.2K$672.2K+$23.0K2026-11-04
Destiny Wealth Partners, LLC
NEW1,321—+1,321——$686.0K—2026-11-05
Vestor Capital, LLC
INCREASED1,318710+608+86%$80$290+$2102026-11-04
Carnegie Investment Counsel
INCREASED1,3181,287+31+2%$672.4K$670.4K-$1.9K2026-10-20
KG Capital Management
DECREASED1,3151,332-17-1%$695.6K$668.6K-$27.0K2026-10-15
Diversified Trust Co
INCREASED1,307906+401+44%$473.8K$664.7K+$190.9K2026-11-06
Advisors Management Group Inc
DECREASED1,3011,826-525-29%$953.0K$661-$952.3K2026-11-05
Hoxton Planning & Management, LLC
UNCHANGED1,3001,30000%$679.1K$661.1K-$18.0K2026-10-15
United Community Bank
UNCHANGED1,2951,29500%$676.5K$658.6K-$17.9K2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED1,2941,439-145-10%$751.9K$658.3K-$93.6K2026-11-05
Stonebridge Financial Group, LLC
UNCHANGED1,2911,29100%$674.4K$656.5K-$17.9K2026-10-01
Appleton Partners Inc
UNCHANGED1,2891,28900%$673.0K$656-$672.3K2026-10-30
Guidance Point Advisors, LLC
INCREASED1,2881,285+3+0%$672.1K$656.1K-$16.0K2026-10-15
Clifford Swan Investment Counsel LLC
UNCHANGED1,2861,28600%$671.9K$654.1K-$17.8K2026-11-05
USA Financial Formulas
NEW1,284—+1,284——$653.0K—2026-10-16
SkyOak Wealth, LLC
INCREASED1,2671,252+15+1%$654.2K$644.5K-$9.7K2026-10-28
Eastern Bank
UNCHANGED1,2611,26100%$658.7K$641.3K-$17.5K2026-10-05
Park Avenue Securities LLC
INCREASED1,2581,143+115+10%$597.0K$640-$596.4K2026-10-26
Lighthouse Financial Services Inc
INCREASED1,2581,158+100+9%$604.9K$639.9K+$34.9K2026-11-02
Avantax Planning Partners, Inc.
INCREASED1,2561,183+73+6%$618.0K$638.7K+$20.8K2026-11-03
Opinicus Capital, Inc.
INCREASED1,2561,252+4+0%$654.1K$638.5K-$15.6K2026-10-28
Belpointe Asset Management LLC
INCREASED1,2511,141+110+10%$596.2K$636.5K+$40.3K2026-11-09
LJI Wealth Management, LLC
UNCHANGED1,2501,25000%$653.0K$635.7K-$17.3K2026-10-28
Watchman Group, Inc.
UNCHANGED1,2501,25000%$653.0K$635.7K-$17.3K2026-10-16
Russell Investments Group, Ltd.
INCREASED1,2481,104+144+13%$576.9K$635.0K+$58.0K2026-11-06
Diversified Enterprises, LLC
INCREASED1,2461,244+2+0%$649.6K$633.5K-$16.2K2026-10-19
Horizon Wealth Management, LLC
UNCHANGED1,2441,24400%$649.9K$632.6K-$17.2K2026-11-02
Olistico Wealth, LLC
DECREASED1,243105,562-104,319-99%$670.5K$631.9K-$38.6K2026-10-05
Compass Financial Management LLC
DECREASED1,2321,395-163-12%$745.9K$626.3K-$119.6K2026-10-30
Wespac Advisors, LLC
INCREASED1,230842+388+46%$439.9K$625.5K+$185.7K2026-10-26
Cane Capital Partners, LLC
INCREASED1,2211,198+23+2%$625.8K$620.9K-$4.9K2026-10-23
Nottingham Advisors, Inc.
UNCHANGED1,2201,22000%$631.9K$620.5K-$11.4K2026-10-29
Walkner Condon Financial Advisors LLC
UNCHANGED1,2111,21100%$632.6K$615.9K-$16.8K2026-11-02
Old National Bancorp
DECREASED1,2031,244-41-3%$649.9K$611.8K-$38.1K2026-10-20
Black Diamond Financial, LLC
INCREASED1,2021,199+3+0%$626.1K$611.4K-$14.6K2026-10-26
Ipswich Investment Management Co., Inc.
UNCHANGED1,2011,20100%$627.4K$610.8K-$16.6K2026-10-13
Riverbend Wealth Management, LLC
INCREASED1,1951,192+3+0%$622.9K$607.6K-$15.3K2026-10-15
Ferguson Wellman Capital Management, Inc
INCREASED1,1891,168+21+2%$610.2K$604.7K-$5.5K2026-10-05
LexAurum Advisors, LLC
UNCHANGED1,1891,18900%$621.3K$604.8K-$16.5K2026-10-19
Kaydan Wealth Management, Inc.
UNCHANGED1,1841,18400%$618.5K$602.1K-$16.4K2026-10-08
Activest Wealth Management
INCREASED1,1831,125+58+5%$587.6K$601.5K+$13.9K2026-10-15
Schneider Downs Wealth Management Advisors, LP
DECREASED1,1821,334-152-11%$696.9K$601.1K-$95.8K2026-10-27
Lanark Financial, Inc.
DECREASED1,1821,275-93-7%$666.4K$601.2K-$65.2K2026-10-26
Rose Capital Advisors LLC
NEW1,170—+1,170——$595.0K—2026-11-04
McGuire Investment Group, LLC
DECREASED1,1691,175-6-1%$613.5K$594.2K-$19.3K2026-10-23
Keeler Thomas Management LLC
NEW1,162—+1,162——$590.9K—2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED1,1561,206-50-4%$630.0K$587.9K-$42.1K2026-10-13
AA Financial Advisors, LLC
NEW1,155—+1,155——$587.4K—2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,1551,15500%$603.4K$587.4K-$16.0K2026-10-23
Garde Capital, Inc.
UNCHANGED1,1541,15400%$602.9K$586.9K-$16.0K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED1,1511,034+117+11%$540.3K$585.1K+$44.8K2026-11-05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED1,1471,14700%$600.8K$584.7K-$16.1K2026-11-09
Forum Financial Management, LP
INCREASED1,1311,129+2+0%$589.8K$575.1K-$14.8K2026-10-16
Keystone Wealth Services, LLC
UNCHANGED1,1301,13000%$590.4K$579.7K-$10.7K2026-11-03
WealthPlan Investment Management, LLC
INCREASED1,1281,126+2+0%$588.2K$573.7K-$14.6K2026-10-15
Delta Capital Management LLC
UNCHANGED1,1201,12000%$585$570-$152026-10-16
Global Assets Advisory, LLC
DECREASED1,1061,109-30%$580.7K$566.6K-$14.1K2026-10-28
Kellett Wealth Advisors, LLC
INCREASED1,1031,101+2+0%$575.0K$561.0K-$14.0K2026-10-15
N.E.W. Advisory Services LLC
INCREASED1,1001,099+1+0%$574.1K$559.2K-$14.9K2026-11-09
Enzi Wealth
DECREASED1,0961,102-6-1%$578.2K$565.8K-$12.4K2026-10-14
Ranch Capital Advisors Inc.
INCREASED1,091769+322+42%$401.8K$554.8K+$153.0K2026-11-09
Texas Capital Bank Wealth Management Services Inc
INCREASED1,0871,085+2+0%$567.0K$552.6K-$14.4K2026-11-09
Warner Financial, Inc
INCREASED1,0841,083+1+0%$565.7K$551.4K-$14.3K2026-11-06
Sage Financial Group Inc
UNCHANGED1,0821,08200%$565.2K$550.3K-$15.0K2026-10-27
Aprio Wealth Management, LLC
INCREASED1,0741,030+44+4%$538.0K$546.0K+$8.0K2026-10-28
Shrier Wealth Management, LLC
DECREASED1,0741,110-36-3%$579.8K$546.4K-$33.4K2026-10-20
Boyd Watterson Asset Management LLC
UNCHANGED1,0731,07300%$560.5K$545.7K-$14.9K2026-11-06
Johnson Financial Group, LLC
DECREASED1,0561,057-10%$551.9K$537.5K-$14.4K2026-11-03
Aaron Wealth Advisors LLC
UNCHANGED1,0521,05200%$549.6K$535.0K-$14.6K2026-10-13
Latitude Advisors, LLC
INCREASED1,0391,036+3+0%$541.2K$528.2K-$13.0K2026-10-27
TBH Global Asset Management, LLC
INCREASED1,0381,037+1+0%$541.8K$528.1K-$13.7K2026-11-03
Great Waters Wealth Management
INCREASED1,0311,030+1+0%$538.2K$524.1K-$14.1K2026-10-07
Silver OAK Securities, Incorporated
INCREASED1,030748+282+38%$390.8K$527.7K+$136.9K2026-11-09
Investment Partners Asset Management, Inc.
UNCHANGED1,0281,02800%$537.0K$522.8K-$14.2K2026-10-09
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,0281,02800%$538.5K$524.0K-$14.4K2026-10-23
Freestate Advisors LLC
INCREASED1,0261,022+4+0%$534.0K$521.8K-$12.2K2026-10-09
Carret Asset Management, LLC
UNCHANGED1,0221,02200%$534.1K$520.0K-$14.2K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED1,0211,377-356-26%$719.7K$520.9K-$198.7K2026-11-05
Vima LLC
INCREASED1,0181,012+6+1%$528.4K$517.5K-$10.9K2026-10-23
Highline Wealth Partners LLC
UNCHANGED1,0171,01700%$531.1K$517.0K-$14.1K2026-10-19
Hegarty Advisors, LLC
INCREASED1,0151,011+4+0%$528.1K$516.0K-$12.1K2026-10-20
Bluesphere Advisors LLC
UNCHANGED1,0151,01500%$530.2K$516.2K-$14.0K2026-10-19
Palisade Asset Management, LLC
UNCHANGED1,0111,01100%$528.1K$514.1K-$14.0K2026-11-03
Successful Portfolios LLC
UNCHANGED1,0001,00000%$525.8K$512.1K-$13.7K2026-10-09
Hourglass Capital, LLC
UNCHANGED1,0001,00000%$522.4K$508.6K-$13.8K2026-10-26
Chesley Taft & Associates LLC
UNCHANGED1,0001,00000%$522.4K$508.6K-$13.8K2026-10-13
Hubbell Strickland Wealth Management, LLC
INCREASED992914+78+9%$477.2K$504.4K+$27.2K2026-10-29
Tctc Holdings, LLC
DECREASED9891,180-191-16%$616.4K$503.0K-$113.5K2026-11-02
Mattern Wealth Management LLC
UNCHANGED98998900%$516.6K$503.0K-$13.7K2026-11-04
M Holdings Securities, Inc.
NEW988—+988——$510—2026-11-03
Kingdom Financial Group Llc.
INCREASED987366+621+170%$191.1K$502.0K+$310.9K2026-11-04
CGN Advisors LLC
INCREASED987920+67+7%$480.6K$501.9K+$21.3K2026-10-21
Greenleaf Trust
DECREASED9831,041-58-6%$543.8K$499.9K-$43.9K2026-10-29
Vista Investment Partners LLC
UNCHANGED98398300%$513.4K$499.8K-$13.6K2026-10-08
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED98398300%$513.5K$499.9K-$13.6K2026-10-16
Root Financial Partners, LLC
DECREASED971977-6-1%$510.4K$493.8K-$16.6K2026-10-21
Perennial Advisors, LLC
DECREASED9652,213-1,248-56%$1.2M$490.8K-$665.3K2026-10-13
Value Investment Professionals, LLC
INCREASED957953+4+0%$498.0K$486.6K-$11.4K2026-10-13
RIA Advisory Group LLC
DECREASED9491,914-965-50%$999.9K$482.6K-$517.3K2026-10-15
Patten & Patten Inc
INCREASED948866+82+9%$452.4K$481.9K+$29.5K2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED94894800%$495.2K$482.1K-$13.1K2026-10-19
W Advisors, LLC
INCREASED945926+19+2%$483.8K$480.6K-$3.1K2026-11-02
Pinnacle Wealth Management Group, Inc.
DECREASED944972-28-3%$507.8K$480.1K-$27.7K2026-10-15
GatePass Capital, LLC
UNCHANGED94294200%$492.1K$479.1K-$13.0K2026-11-09
Navigation Group, LLC
UNCHANGED93693600%$489.0K$476.0K-$13.0K2026-10-28
Prosperity Planning, Inc.
INCREASED929794+135+17%$414.8K$472.4K+$57.7K2026-10-09
GC Wealth Management RIA, LLC
UNCHANGED92892800%$484.8K$471.9K-$12.8K2026-11-02
GenTrust, LLC
UNCHANGED92392300%$483.5K$470.5K-$13.0K2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED92392300%$482.2K$469.4K-$12.8K2026-10-19
SAX Wealth Advisors, LLC
INCREASED918752+166+22%$348.1K$466.7K+$118.6K2026-10-13
Fidelity D & D Bancorp Inc
DECREASED9161,434-518-36%$749.1K$465.8K-$283.3K2026-11-05
Welch & Forbes LLC
UNCHANGED91191100%$475.9K$463.3K-$12.6K2026-11-04
KFG Wealth Management, LLC
INCREASED909834+75+9%$435.7K$462.3K+$26.6K2026-10-16
Eagle Strategies LLC
DECREASED897934-37-4%$488.1K$456.2K-$31.9K2026-10-16
Sather Financial Group Inc
DECREASED890995-105-11%$519.8K$452.6K-$67.2K2026-10-30
Meridian Management Co
UNCHANGED87787700%$458.1K$446.0K-$12.1K2026-11-06
Winthrop Advisory Group LLC
UNCHANGED87787700%$457.9K$446.8K-$11.1K2026-10-22
Redwood Financial Network Corp
DECREASED876991-115-12%$517.4K$445.3K-$72.1K2026-11-03
Cornerstone Advisory, LLC
INCREASED867864+3+0%$451.2K$440.9K-$10.3K2026-11-06
Davidson Capital Management Inc.
UNCHANGED86286200%$450.3K$438.4K-$11.9K2026-10-15
Leeward Financial Partners, LLC
UNCHANGED85985900%$448.7K$436.8K-$11.9K2026-10-23
Patrick M Sweeney & Associates, Inc
DECREASED856859-30%$448.6K$435.3K-$13.3K2026-10-22
Blue Trust, Inc.
INCREASED852722+130+18%$377.2K$433.4K+$56.2K2026-10-15
Fortis Capital Advisors, LLC
INCREASED849739+110+15%$386.0K$431.8K+$45.7K2026-11-09
Legacy Edge Advisors, LLC
INCREASED849781+68+9%$408.0K$431.8K+$23.8K2026-11-06
Freedom Financial Partners LLC
UNCHANGED84784700%$442.2K$430.7K-$11.6K2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED84084000%$438.8K$438.8K$02026-10-13
SVB Wealth LLC
UNCHANGED84084000%$438.8K$427.2K-$11.6K2026-11-06
Acorn Financial Advisory Services Inc
INCREASED827466+361+77%$243.5K$420.8K+$177.2K2026-11-02
Encompass Wealth Advisors, LLC
INCREASED826413+413+100%$215.8K$420.2K+$204.4K2026-10-15
Centurion Wealth Management LLC
UNCHANGED82482400%$430.6K$419.2K-$11.4K2026-10-13
Everhart Financial Group, Inc.
UNCHANGED82382300%$429.9K$418.5K-$11.4K2026-10-08
Penobscot Investment Management Company, Inc.
UNCHANGED82082000%$428.4K$417.0K-$11.3K2026-10-26
Seven Mile Advisory
UNCHANGED81781700%$427.9K$415.5K-$12.5K2026-10-22
Alternative Investment Advisors, Llc.
INCREASED815813+2+0%$425.1K$415.4K-$9.7K2026-11-03
AdvisorNet Financial, Inc
DECREASED812827-15-2%$432.0K$418.7K-$13.3K2026-10-15
Centennial Wealth Advisory LLC
DECREASED811828-17-2%$432.7K$412.6K-$20.1K2026-10-16
Alpha Advisors, LLC
UNCHANGED80880800%$422.1K$410.9K-$11.2K2026-10-19
Floyd Financial Group LLC
UNCHANGED80780700%$423.4K$416.6K-$6.8K2026-10-28
Smithfield Trust Co
UNCHANGED80580500%$421.0K$409-$420.6K2026-11-09
Donaldson Capital Management, LLC
INCREASED803757+46+6%$395.5K$408.4K+$12.9K2026-11-09
Salem Investment Counselors Inc
UNCHANGED80280200%$420.0K$408.8K-$11.2K2026-10-13
Pacific Center for Financial Services
UNCHANGED80280200%$418.8K$407.8K-$10.9K2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED796760+36+5%$397.0K$405.0K+$8.0K2026-11-04
Dale Q Rice Investment Management Ltd
DECREASED796800-40%$417.9K$404.8K-$13.1K2026-10-09
AGF Management LTD
INCREASED785765+20+3%$399.6K$399.2K-$4172026-11-03
Adkins Seale Capital Management LLC
UNCHANGED78578500%$410.1K$399.2K-$10.9K2026-10-27
Smith Thornton Advisors LLC
UNCHANGED77977900%$408.6K$396.2K-$12.4K2026-10-16
Freestone Capital Holdings, LLC
INCREASED777661+116+18%$345.6K$394.9K+$49.2K2026-11-09
Parisi Gray Wealth Management
INCREASED777774+3+0%$404.3K$395.0K-$9.2K2026-10-16
SBK Financial, Inc.
UNCHANGED77777700%$405.9K$395.1K-$10.8K2026-11-02
First Citizens Financial Corp
UNCHANGED77577500%$404.9K$394.1K-$10.7K2026-10-02
Axxcess Wealth Management, LLC
DECREASED7702,356-1,586-67%$1.2M$391.5K-$839.3K2026-10-21
Samalin Investment Counsel, LLC
DECREASED7701,064-294-28%$555.8K$391.5K-$164.2K2026-10-23
Wealthcare Capital Management LLC
UNCHANGED75975900%$396.5K$386.0K-$10.5K2026-10-21
Aspiriant, LLC
UNCHANGED75875800%$396.0K$385.5K-$10.5K2026-10-16
Bridgewealth Advisory Group, LLC
INCREASED755525+230+44%$274.3K$384.0K+$109.7K2026-11-09
Grantvest Financial Group LLC
DECREASED753826-73-9%$431.5K$382.9K-$48.5K2026-10-21
Money Concepts Capital Corp
DECREASED751771-20-3%$402.8K$381.9K-$20.8K2026-11-06
Sonata Capital Group Inc
UNCHANGED75075000%$391.8K$381.4K-$10.4K2026-10-19
Parsons Capital Management Inc
UNCHANGED74774700%$390.2K$379.9K-$10.3K2026-10-28
Evermay Wealth Management LLC
UNCHANGED74574500%$389.8K$379.4K-$10.4K2026-11-05
Axiom Investment Management LLC
UNCHANGED74374300%$387.7K$377.6K-$10.1K2026-11-03
CPC Advisors, LLC
DECREASED741819-78-10%$428.0K$377.0K-$51.0K2026-10-21
Ellerson Group Inc
UNCHANGED74074000%$386.6K$382.6K-$3.9K2026-11-04
Lakeshore Capital Group, Inc.
INCREASED738736+2+0%$384.7K$375.2K-$9.5K2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED73873800%$385.7K$375.6K-$10.1K2026-11-04
Hutchens & Kramer Investment Management Group, LLC
DECREASED733762-29-4%$398.3K$373.0K-$25.3K2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED733732+1+0%$382.6K$372.9K-$9.7K2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED730720+10+1%$376.1K$371.2K-$4.9K2026-10-15
Turtle Creek Wealth Advisors, LLC
DECREASED723781-58-7%$408.0K$367.7K-$40.3K2026-10-15
Westside Investment Management, Inc.
INCREASED714694+20+3%$362.5K$363.6K+$1.1K2026-11-02
Wedmont Private Capital
UNCHANGED70970900%$372.9K$362.9K-$10.0K2026-10-09
Waldron Private Wealth LLC
DECREASED707721-14-2%$376.6K$360.4K-$16.3K2026-11-02
Monument Capital Management
DECREASED707712-5-1%$371.9K$359.5K-$12.4K2026-10-09
Avior Wealth Management, LLC
UNCHANGED70670600%$368.6K$358.9K-$9.8K2026-10-13
First National Bank Sioux Falls
UNCHANGED70570500%$342.4K$358.5K+$16.2K2026-10-13
Gryphon Financial Partners LLC
UNCHANGED70470400%$367.8K$358.0K-$9.7K2026-11-04
Weil Company, Inc.
UNCHANGED70470400%$367.8K$358.0K-$9.7K2026-10-14
Ignite Planners, LLC
INCREASED702699+3+0%$365.2K$356.9K-$8.3K2026-10-14
Miramontes Capital, LLC
INCREASED701636+65+10%$332.2K$356.5K+$24.3K2026-10-19
Diversified Portfolios, Inc.
UNCHANGED70070000%$365.7K$356.0K-$9.7K2026-11-04
Fiduciary Financial Group, LLC
UNCHANGED70070000%$365.7K$356.0K-$9.7K2026-10-13
Narus Financial Partners, LLC
UNCHANGED70070000%$365.7K$356.0K-$9.7K2026-10-19
Crestwood Advisors Group, LLC
UNCHANGED69769700%$364.1K$354.5K-$9.6K2026-10-27
Retirement Planning Group, LLC
INCREASED691690+1+0%$360.2K$351.2K-$9.0K2026-10-19
ShankerValleau Wealth Advisors, Inc.
UNCHANGED69069000%$360.4K$350.9K-$9.5K2026-10-16
Aldebaran Financial Inc.
UNCHANGED68868800%$359.4K$349.9K-$9.5K2026-11-06
Sherman Wealth Management LLC
INCREASED681679+2+0%$354.5K$346.4K-$8.1K2026-10-16
Pine Valley Investments Ltd Liability Co
DECREASED680715-35-5%$374.4K$346.6K-$27.9K2026-11-09
AlTi Global, Inc.
INCREASED680679+1+0%$355.5K$346.6K-$8.9K2026-11-09
PDS Planning, Inc
DECREASED678744-66-9%$388.6K$345.0K-$43.7K2026-11-03
Chemistry Wealth Management LLC
UNCHANGED67867800%$354.2K$344.8K-$9.4K2026-10-16
Appalachian Capital Management Ltd
UNCHANGED67267200%$351.1K$341.8K-$9.3K2026-10-14
JB Capital LLC
INCREASED665664+1+0%$346.8K$338.1K-$8.7K2026-10-19
SoundView Advisors Inc.
UNCHANGED66566500%$347.0K$338-$346.7K2026-11-04
Revisor Wealth Management LLC
DECREASED660772-112-15%$404.1K$342.4K-$61.7K2026-10-20
CX Institutional
INCREASED658540+118+22%$282$335+$532026-10-02
High Note Wealth, LLC
DECREASED658715-57-8%$373.5K$334.6K-$38.9K2026-10-27
Smith Salley Wealth Management
UNCHANGED65565500%$342.0K$332.9K-$9.1K2026-11-03
Rossby Financial, LCC
INCREASED65345+608+1351%$23.5K$332.1K+$308.6K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED65365300%$340.5K$342.4K+$1.9K2026-10-21
Thompson Davis & Co., Inc.
DECREASED650850-200-24%$444.2K$330.7K-$113.5K2026-11-05
Primoris Wealth Advisors, LLC
INCREASED650614+36+6%$320.7K$333.1K+$12.4K2026-10-28
Zevenbergen Capital Investments LLC
UNCHANGED65065000%$339.6K$330.6K-$9.0K2026-10-08
Councilmark Asset Management, LLC
UNCHANGED65065000%$339.6K$330.6K-$9.0K2026-10-20
North Star Investment Management Corp.
UNCHANGED65065000%$339.6K$330.6K-$9.0K2026-10-27
First Citizens Bank & Trust Co
INCREASED646544+102+19%$284.2K$328.5K+$44.3K2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED646660-14-2%$345.5K$329.1K-$16.4K2026-10-22
Kavar Capital Partners Group, LLC
UNCHANGED64664600%$337.5K$328.5K-$8.9K2026-11-06
Cadinha & Co LLC
UNCHANGED64564500%$336.9K$328.0K-$8.9K2026-10-22
Nautilus Advisors LLC
INCREASED644642+2+0%$337.6K$327.7K-$9.9K2026-10-07
Ridgecrest Wealth Partners, LLC
UNCHANGED64464400%$336.6K$327.7K-$8.9K2026-10-19
Tucker Asset Management LLC
NEW643—+643——$327.1K—2026-10-29
Harbour Trust & Investment Management Co
INCREASED638620+18+3%$323.9K$324.5K+$5732026-10-28
Francis Financial, Inc.
DECREASED636691-55-8%$361.0K$323.4K-$37.5K2026-11-09
Vigilare Wealth Management
INCREASED635634+1+0%$331.4K$323.1K-$8.3K2026-10-29
Tactive Advisors, LLC
DECREASED630642-12-2%$335.3K$320.5K-$14.8K2026-10-08
Accredited Investors Inc.
UNCHANGED62862800%$328.1K$319.4K-$8.7K2026-11-03
Ellis Investment Partners, LLC
INCREASED625624+1+0%$326.4K$318.0K-$8.5K2026-10-21
Moneco Advisors, LLC
UNCHANGED62062000%$323.7K$315.2K-$8.6K2026-11-05
Bryn Mawr Trust Advisors, LLC
UNCHANGED62062000%$323.8K$315.2K-$8.6K2026-11-04
Strategic Advisory Partners, LLC
UNCHANGED61661600%$321.5K$313.2K-$8.4K2026-11-06
Financial Management Professionals, Inc.
UNCHANGED61461400%$321.6K$313.0K-$8.6K2026-10-23
Excalibur Management Corp
UNCHANGED61261200%$319.7K$311.2K-$8.5K2026-11-02
Markowski Investments
UNCHANGED61161100%$319.2K$310.7K-$8.5K2026-10-30
Avalon Capital Management
UNCHANGED61161100%$319.2K$310.7K-$8.5K2026-11-04
Burney Co/
NEW608—+608——$309.2K—2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED608587+21+4%$306.6K$309.1K+$2.6K2026-10-26
Stephen J. Garry & Associates, LLC
UNCHANGED60860800%$317.6K$309.2K-$8.4K2026-11-05
Harbor Group, Inc.
INCREASED605603+2+0%$315.0K$307.8K-$7.2K2026-10-14
55 North Private Wealth, LLC
INCREASED604565+39+7%$295.2K$307.2K+$12.0K2026-10-20
Mystic Asset Management, Inc.
INCREASED601581+20+3%$303.5K$305.6K+$2.1K2026-10-15
Fifth Third Wealth Advisors LLC
DECREASED6001,062-462-43%$554.8K$305.1K-$249.6K2026-10-22
Heritage Family Offices, LLP
UNCHANGED60060000%$313.4K$305.1K-$8.3K2026-11-02
Heritage Wealth Advisors
UNCHANGED60060000%$313.4K$305.1K-$8.3K2026-11-09
Biltmore Family Office, LLC
UNCHANGED60060000%$314.3K$305.8K-$8.4K2026-11-03
Atlantic Private Wealth, LLC
INCREASED598596+2+0%$311.4K$304.3K-$7.1K2026-11-09
Summit Wealth Group LLC / Co
INCREASED597474+123+26%$247.6K$303.5K+$56.0K2026-10-29
KFA Private Wealth Group, LLC
UNCHANGED59559500%$311.3K$303.0K-$8.2K2026-10-07
Bfsg, LLC
UNCHANGED59459400%$310.3K$302.1K-$8.2K2026-10-30
Trust Co
INCREASED593530+63+12%$276.9K$301.6K+$24.7K2026-10-09
Chapin Davis, Inc.
DECREASED591641-50-8%$334.8K$300.6K-$34.1K2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED591592-10%$309.0K$300.3K-$8.7K2026-11-02
Sjbenen Advisory, LLC
UNCHANGED59059000%$309.8K$300.6K-$9.1K2026-10-19
Obermeyer Wealth Partners
DECREASED587596-9-2%$311.3K$298.5K-$12.8K2026-10-21
Capital Asset Advisory Services LLC
INCREASED581524+57+11%$273.9K$306.6K+$32.8K2026-10-30
Private Client Services, LLC
DECREASED578741-163-22%$387.0K$293.9K-$93.1K2026-10-02
Selby Wealth Management, LLC
UNCHANGED57857800%$301.7K$293.7K-$8.0K2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED577576+1+0%$301.0K$293.4K-$7.5K2026-10-29
HBW Advisory Services LLC
DECREASED576587-11-2%$306.5K$292.8K-$13.7K2026-10-15
Meridian Financial Advisors, LLC
UNCHANGED57557500%$300.4K$292.4K-$8.0K2026-10-14
BNC Wealth Management, LLC
UNCHANGED57457400%$300.1K$292.1K-$7.9K2026-10-19
Clark Asset Management, LLC
UNCHANGED57357300%$299.2K$291.3K-$7.9K2026-10-19
Revolve Wealth Partners, LLC
DECREASED572685-113-16%$358.0K$290.8K-$67.3K2026-10-23
Accelerate Investment Advisors LLC
INCREASED572565+7+1%$295.3K$290.9K-$4.4K2026-11-02
Vista Capital Partners, Inc.
INCREASED570569+1+0%$297.4K$289.8K-$7.6K2026-11-06
Hurlow Wealth Management Group, Inc.
UNCHANGED56656600%$295.7K$287.8K-$7.8K2026-10-29
City Holding Co
DECREASED564584-20-3%$305.1K$286.8K-$18.3K2026-10-19
Maltin Wealth Management, Inc.
UNCHANGED56456400%$294.8K$287.0K-$7.8K2026-10-13
Tull Financial Group, Inc.
UNCHANGED56356300%$294.0K$286.3K-$7.7K2026-11-05
Avidian Wealth Enterprises, LLC
UNCHANGED56056000%$292.3K$285.0K-$7.4K2026-10-08
Beese Fulmer Investment Management, Inc.
UNCHANGED55355300%$288.8K$282.0K-$6.8K2026-10-23
Peak Wealth Management LLC
UNCHANGED55255200%$288.4K$289.4K+$1.1K2026-10-26
Rockingstone Advisors LLC
UNCHANGED55055000%$287.3K$279.7K-$7.6K2026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED54954900%$286.8K$279.2K-$7.6K2026-10-15
Citizens National Bank Trust Department
DECREASED548555-7-1%$289.9K$278.7K-$11.2K2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED54854800%$286.3K$278.7K-$7.6K2026-11-04
Ibex Wealth Advisors
UNCHANGED54754700%$285.5K$278.1K-$7.5K2026-11-06
Churchill Financial Advisors, LLC
INCREASED543410+133+32%$214.2K$276.1K+$62.0K2026-10-20
Neumann Capital Management, LLC
NEW542—+542——$275.6K—2026-10-15
Wingate Wealth Advisors, Inc.
DECREASED539616-77-12%$321.9K$274.4K-$47.5K2026-10-26
Commonwealth Retirement Investments LLC
UNCHANGED53853800%$281.0K$273.6K-$7.4K2026-10-26
Commonwealth Financial Services, LLC
UNCHANGED53253200%$277.7K$270.4K-$7.4K2026-10-20
Team Financial Group, LLC
NEW530—+530——$269.6K—2026-10-30
Florida Financial Advisors, LLC
NEW529—+529——$269.0K—2026-11-09
DSG Capital Advisors, LLC
DECREASED529608-79-13%$319.0K$269.0K-$50.0K2026-11-05
Whitcomb & Hess, Inc.
UNCHANGED52852800%$275.7K$268.4K-$7.3K2026-10-07
Transce3nd, LLC
NEW526—+526——$277.6K—2026-10-26
RPS Advisory Solutions LLC
DECREASED526540-14-3%$282.1K$267.5K-$14.6K2026-11-09
Financial Synergies Wealth Advisors, Inc.
UNCHANGED52552500%$274.0K$266.8K-$7.3K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED5191,824-1,305-72%$952.8K$263.9K-$688.9K2026-10-14
Key FInancial Inc
DECREASED519553-34-6%$288.9K$263.9K-$24.9K2026-11-02
Flavin Financial Services, Inc.
DECREASED515519-4-1%$271.1K$261.9K-$9.2K2026-10-21
Blue Fin Capital, Inc.
UNCHANGED51551500%$269.0K$261.9K-$7.1K2026-10-28
Marino, Stram & Associates LLC
INCREASED514512+2+0%$267.7K$261.6K-$6.1K2026-10-22
Entrewealth, LLC
UNCHANGED51451400%$276.6K$261.4K-$15.2K2026-10-14
Clear Wave Wealth Management LLC
UNCHANGED51451400%$268.5K$261.4K-$7.1K2026-11-04
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED51151100%$271.1K$261.3K-$9.8K2026-10-19
CIBC Asset Management Inc
UNCHANGED51051000%$266.4K$259.4K-$7.1K2026-11-05
Tandem Capital Management Corp
UNCHANGED50550500%$263.8K$256.8K-$7.0K2026-10-22
Wisconsin Wealth Advisors, LLC
DECREASED502508-6-1%$265.5K$255.2K-$10.3K2026-10-08
Great Diamond Partners, LLC
INCREASED502500+2+0%$261.4K$255.5K-$6.0K2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED50250200%$263$256-$72026-10-08
Elite Life Management LLC
UNCHANGED50050000%$271.4K$257.1K-$14.3K2026-11-06
LFA - Lugano Financial Advisors SA
UNCHANGED50050000%$261.2K$254.3K-$6.9K2026-11-03
ACT Wealth Management, LLC
UNCHANGED50050000%$261.2K$254.3K-$6.9K2026-10-09
Galvin, Gaustad & Stein, LLC
UNCHANGED50050000%$261.2K$254.3K-$6.9K2026-10-08
Register Financial Advisors LLC
UNCHANGED50050000%$261.2K$254.3K-$6.9K2026-10-23
365 WMG Private Fund I: Primus Fund LLC
NEW498—+498——$253.3K—2026-10-20
Cardinal Point Capital Management ULC
DECREASED498510-12-2%$266.4K$253.3K-$13.2K2026-10-21
Axecap Investments, LLC
UNCHANGED49849800%$260.2K$253.3K-$6.9K2026-10-20
Able Financial Group, LLC
UNCHANGED49549500%$258.6K$251.7K-$6.9K2026-10-14
San Luis Wealth Advisors LLC
UNCHANGED49549500%$258.6K$251.7K-$6.9K2026-10-27
IFS Advisors, LLC
UNCHANGED49149100%$256.5K$249.7K-$6.8K2026-10-14
New Wave Wealth Advisors LLC
INCREASED488451+37+8%$236.2K$251.9K+$15.7K2026-10-19
Independent Solutions Wealth Management, LLC
UNCHANGED48848800%$254.9K$248.2K-$6.8K2026-10-28
MinichMacGregor Wealth Management, LLC
INCREASED482480+2+0%$250.7K$245.2K-$5.5K2026-10-14
Ashton Thomas Securities, LLC
UNCHANGED47647600%$248.6K$242.0K-$6.6K2026-10-26
Gradient Capital Advisors, LLC
UNCHANGED47547500%$248.3K$241.8K-$6.6K2026-10-21
Seneca Financial Advisors LLC
DECREASED473481-8-2%$251.3K$240.5K-$10.7K2026-10-28
Tcfg Investment Advisors, LLC
INCREASED473472+1+0%$246.7K$240.4K-$6.3K2026-10-20
One Way Holdings LLC
NEW469—+469——$238.5K—2026-10-29
TigerOak Management, L.L.C.
UNCHANGED46946900%$245.0K$238.5K-$6.5K2026-10-23
Fairvoy Private Wealth, LLC
UNCHANGED46846800%$244.5K$238.0K-$6.5K2026-10-19
Summit Place Financial Advisors, LLC
UNCHANGED46746700%$244.0K$237.5K-$6.5K2026-10-23
JDH Wealth Management, LLC
UNCHANGED46646600%$243.4K$237.0K-$6.5K2026-10-20
Winebrenner Capital Management LLC
UNCHANGED46546500%$242.9K$236.5K-$6.4K2026-10-07
Howard Capital Management, LLC
INCREASED461458+3+1%$239.4K$234.2K-$5.2K2026-10-16
Rockline Wealth Management, LLC
UNCHANGED45945900%$239.8K$233.4K-$6.4K2026-10-26
First United Bank & Trust
DECREASED453481-28-6%$251.3K$230.4K-$20.9K2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED452451+1+0%$235.6K$229.6K-$6.0K2026-10-29
Bison Wealth, LLC
UNCHANGED45145100%$239.1K$233.6K-$5.5K2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED45045000%$235.1K$228.9K-$6.2K2026-10-15
J. Safra Sarasin Holding AG
NEW448—+448——$227.8K—2026-10-26
Matauro, LLC
INCREASED444442+2+0%$231.0K$225.6K-$5.5K2026-11-03
Capital Square, LLC
UNCHANGED44444400%$233.4K$225.8K-$7.7K2026-10-19
Firethorn Wealth Partners, LLC
DECREASED441639-198-31%$333.7K$224.0K-$109.7K2026-10-14
Werba Rubin Papier Wealth Management
DECREASED441467-26-6%$244.1K$224.2K-$19.9K2026-11-06
Altfest L J & Co Inc
INCREASED441440+1+0%$229.8K$224.1K-$5.7K2026-10-27
Principle Wealth Partners LLC
UNCHANGED44044000%$229.9K$223.8K-$6.1K2026-11-02
Align Financial, LLC
UNCHANGED43843800%$228.6K$222.6K-$6.1K2026-10-16
KWB Wealth
UNCHANGED43743700%$228.3K$222.2K-$6.0K2026-10-16
Oarsman Capital, Inc.
NEW435—+435——$221.0K—2026-11-05
Opulen Financial Group LLC
INCREASED434433+1+0%$226.0K$220.8K-$5.2K2026-10-22
Platform Technology Partners
UNCHANGED43243200%$225.7K$219.7K-$6.0K2026-11-02
Holland Advisory Services, Inc.
INCREASED431430+1+0%$224.4K$219.3K-$5.1K2026-10-26
West Michigan Advisors, LLC
UNCHANGED43143100%$225.2K$219.7K-$5.5K2026-11-09
Mustard Seed Financial, LLC
UNCHANGED43143100%$225.2K$219.2K-$6.0K2026-10-30
Accel Wealth Management
INCREASED428427+1+0%$222.9K$217.4K-$5.5K2026-10-13
MKD Wealth Coaches, LLC
UNCHANGED42842800%$223.6K$217.7K-$5.9K2026-10-09
PMG Family Office LLC
INCREASED427426+1+0%$223.1K$217.7K-$5.5K2026-10-19
Powerhouse Assets LLC
INCREASED426425+1+0%$222.1K$216.4K-$5.7K2026-10-19
Prosperity Financial Group, Inc.
UNCHANGED42542500%$222.0K$216.1K-$5.9K2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED423405+18+4%$211.6K$215.3K+$3.7K2026-10-14
RiverTree Advisors, LLC
UNCHANGED42242200%$220.4K$214.6K-$5.8K2026-10-13
Pinnacle Financial Group, LLC / IL
NEW421—+421——$214.1K—2026-10-29
Calder Financial LLC
INCREASED421419+2+0%$219.1K$214.1K-$5.0K2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED42142100%$219.9K$214.1K-$5.8K2026-10-22
Advisor OS, LLC
DECREASED420428-8-2%$223.5K$213.6K-$9.9K2026-11-03
Market Street Wealth Management Advisors LLC
UNCHANGED42042000%$219.4K$213.6K-$5.8K2026-10-09
Howard Capital Management Group, LLC
UNCHANGED42042000%$219.4K$213.6K-$5.8K2026-10-16
Argos Wealth Advisors, LLC
INCREASED417416+1+0%$217.1K$212.1K-$5.0K2026-11-02
Thrive Capital Management, LLC
INCREASED416415+1+0%$217.0K$211.3K-$5.7K2026-10-28
BankPlus Trust Department
INCREASED415405+10+2%$211.6K$211.0K-$5202026-11-06
Carrera Capital Advisors
INCREASED415414+1+0%$217.0K$211.5K-$5.5K2026-11-03
Rodgers & Associates, LTD
UNCHANGED41541500%$216.8K$211.0K-$5.7K2026-10-20
Advus Financial Partners, LLC
INCREASED414412+2+0%$216.0K$211.0K-$5.0K2026-10-20
Cullen T Bankers, Inc.
UNCHANGED41441400%$216.3K$210.5K-$5.7K2026-10-28
Granite FO LLC
UNCHANGED41341300%$215.7K$210.0K-$5.7K2026-10-14
Financial Management Network Inc
INCREASED412411+1+0%$214.2K$210.4K-$3.9K2026-10-09
Adamsbrown Wealth Consultants LLC
UNCHANGED41241200%$215.1K$209.4K-$5.7K2026-10-20
J. Derek Lewis & Associates Inc.
DECREASED410447-37-8%$233.5K$208.5K-$25.0K2026-11-03
GW Henssler & Associates LTD
DECREASED408415-7-2%$216.7K$207.7K-$9.0K2026-10-26
Norden Group LLC
INCREASED408407+1+0%$212.9K$207.7K-$5.2K2026-10-20
Altura Wealth Advisors Inc.
INCREASED406404+2+1%$211.3K$206.5K-$4.8K2026-10-22
MTM Investment Management, LLC
UNCHANGED40440400%$211.0K$205.5K-$5.6K2026-10-30
Beacon Financial Advisory LLC
DECREASED401463-62-13%$241.9K$203.9K-$37.9K2026-10-16
Patten Group, Inc.
UNCHANGED40140100%$209.5K$203.9K-$5.5K2026-10-26
Nixon Peabody Trust Co
NEW400—+400——$203.4K—2026-10-23
Maple Capital Management, Inc.
UNCHANGED40040000%$209.0K$203.4K-$5.5K2026-11-02
XXI Wealth, LLC
UNCHANGED40040000%$209.0K$203.4K-$5.5K2026-10-22
Charter Capital Management, Llc\de
UNCHANGED40040000%$209.0K$203.4K-$5.5K2026-10-28
Pavion Blue Capital, LLC
UNCHANGED40040000%$209.0K$203.4K-$5.5K2026-11-05
Busey Bank
INCREASED396390+6+2%$203.7K$201.4K-$2.3K2026-10-26
West Wealth Group, LLC
INCREASED396394+2+1%$206.0K$201.3K-$4.7K2026-10-14
Winch Advisory Services, LLC
INCREASED394393+1+0%$205.1K$200.2K-$4.9K2026-11-06
Curat Global, LLC
INCREASED385305+80+26%$159.3K$195.8K+$36.5K2026-10-26
Burk Holdings LLC
UNCHANGED38538500%$201.1K$195.8K-$5.3K2026-11-05
Oakworth Capital, Inc.
UNCHANGED38038000%$198.5K$193.2K-$5.3K2026-10-26
Hurley Capital, LLC
UNCHANGED37637600%$196.4K$191.2K-$5.2K2026-11-05
Tidemark, LLC
UNCHANGED37437400%$195.4K$190.2K-$5.2K2026-11-09
Ascentis Independent Advisors
NEW372—+372——$189.2K—2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED36036000%$188.1K$183.1K-$5.0K2026-10-21
Global Trust Asset Management, LLC
UNCHANGED35635600%$185.7K$180.8K-$4.9K2026-10-19
Center for Financial Planning, Inc.
UNCHANGED35635600%$186.0K$181.0K-$4.9K2026-10-26
Fortitude Family Office, LLC
UNCHANGED35535500%$185.4K$180.4K-$4.9K2026-10-14
Putney Financial Group LLC
NEW350—+350——$178.0K—2026-10-30
Archer Investment Corp
DECREASED336353-17-5%$184.6K$170.9K-$13.6K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED335365-30-8%$190.5K$170.2K-$20.3K2026-10-26
Tounjian Advisory Partners, LLC
INCREASED33290+242+269%$46.9K$169.0K+$122.1K2026-11-04
Gamma Investing LLC
UNCHANGED32832800%$171.3K$166.8K-$4.5K2026-10-08
Compagnie Lombard Odier SCmA
UNCHANGED30030000%$156.7K$152.6K-$4.2K2026-11-04
Aspect Partners, LLC
INCREASED290289+1+0%$150.8K$147.3K-$3.5K2026-10-20
Abound Wealth Management
INCREASED283250+33+13%$130.8K$143.9K+$13.1K2026-10-26
Kentucky Trust Co
DECREASED282290-8-3%$151.5K$143.4K-$8.1K2026-10-15
Polaris Financial Partners
NEW276—+276——$141—2026-10-02
Pinnacle Bancorp, Inc.
UNCHANGED27327300%$142.6K$138.8K-$3.8K2026-10-21
Madden Securities Corp
NEW263—+263——$133.7K—2026-10-27
Davis Capital Management
DECREASED253257-4-2%$134.3K$128.7K-$5.6K2026-10-08
Hantz Financial Services, Inc.
DECREASED250974-724-74%$509.0K$127-$508.9K2026-11-09
Country Trust Bank
UNCHANGED24824800%$129.6K$126.1K-$3.4K2026-10-30
Union Savings Bank
UNCHANGED23623600%$123.3K$120.0K-$3.3K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2301,654-1,424-86%$864.1K$117.0K-$747.1K2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED23023000%$120.2K$117.0K-$3.2K2026-10-09
Guardian Partners Inc.
UNCHANGED22522500%$117.5K$114.4K-$3.1K2026-10-21
Bell Investment Advisors, Inc
UNCHANGED22122100%$115.2K$112.2K-$3.1K2026-10-29
Financial Consulate, Inc
UNCHANGED21621600%$113.0K$110.0K-$3.0K2026-10-23
GGM Financial LLC
INCREASED215206+9+4%$107.7K$109.4K+$1.6K2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED21221200%$110.7K$107.8K-$2.9K2026-10-30
Bangor Savings Bank
DECREASED210345-135-39%$180.2K$106.8K-$73.4K2026-10-06
Birch Capital Management, LLC
UNCHANGED21021000%$109.7K$106.8K-$2.9K2026-10-27
Community Financial Services Group, LLC
INCREASED202178+24+13%$93.0K$102.7K+$9.8K2026-10-15
Community Bank, N.A.
UNCHANGED19419400%$101.3K$98.7K-$2.7K2026-11-06
Your Advocates Ltd., LLP
UNCHANGED19319300%$100.6K$98.3K-$2.3K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
NEW190—+190——$96.6K—2026-10-29
Signature Equity Partners, LLC
DECREASED190206-16-8%$107.9K$96.7K-$11.2K2026-10-29
TrustBank
UNCHANGED18718700%$97.7K$95.1K-$2.6K2026-10-20
Darwin Wealth Management, LLC
INCREASED182181+1+1%$95.0K$92.9K-$2.2K2026-11-09
Versant Capital Management, Inc
INCREASED17353+120+226%$27.7K$88.0K+$60.3K2026-10-02
Nemes Rush Group LLC
INCREASED171170+1+1%$88.7K$86.7K-$2.0K2026-11-04
Owl Creek Wealth Partners LLC
NEW169—+169——$85.9K—2026-10-20
SJS Investment Consulting Inc.
UNCHANGED16416400%$85.7K$83.4K-$2.3K2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED16316300%$85.2K$82.9K-$2.3K2026-10-23
Creative Financial Designs Inc
INCREASED161150+11+7%$78.5K$81.6K+$3.1K2026-11-04
Arlington Trust Co LLC
UNCHANGED16016000%$83.6K$81.4K-$2.2K2026-10-20
Rakuten Securities, Inc.
INCREASED15875+83+111%$39.2K$80.4K+$41.2K2026-11-02
Balance Wealth Partners LLC
NEW155—+155——$78.8K—2026-10-27
Birch Financial Group, LLC
NEW154—+154——$78.1K—2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED15015000%$78.4K$76.3K-$2.1K2026-10-30
Morton Brown Family Wealth, LLC
UNCHANGED15015000%$78.4K$76.3K-$2.1K2026-10-23
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED14214200%$74.0K$71-$73.9K2026-11-02
Wolff Wiese Magana LLC
INCREASED13896+42+44%$50.2K$70.2K+$20.0K2026-10-15
Trust Co of Toledo NA
UNCHANGED13413400%$70.0K$68.1K-$1.9K2026-10-16
Security National Bank
UNCHANGED13013000%$67.9K$66.1K-$1.8K2026-10-26
Atlas Capital Advisors Inc.
UNCHANGED12512500%$65.3K$142.5K+$77.2K2026-11-09
Carolina Wealth Advisors, LLC
NEW119—+119——$60.4K—2026-10-23
Intesa Sanpaolo Wealth Management
UNCHANGED11011000%$57.5K$55.9K-$1.5K2026-10-28
Fairscale Capital, LLC
UNCHANGED11011000%$57.6K$56.9K-$7332026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED10810800%$56.4K$54.9K-$1.5K2026-10-16
Fairway Wealth LLC
UNCHANGED10810800%$56.4K$54.9K-$1.5K2026-10-30
Key Capital Management, Inc
INCREASED107106+1+1%$55.6K$54.3K-$1.3K2026-11-03
First Pacific Financial
INCREASED9555+40+73%$28.8K$48.5K+$19.6K2026-10-14
Valued Wealth Advisors LLC
UNCHANGED919100%$47.7K$46.2K-$1.4K2026-11-05
Cdkv Holdings LLC
UNCHANGED909000%$47.0K$45.8K-$1.2K2026-10-28
DeDora Capital, Inc.
NEW88—+88——$44.8K—2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED888800%$45.9K$44.8K-$1.0K2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED848400%$43.9K$42.7K-$1.2K2026-10-13
Next Level Wealth Planning, LLC
NEW83—+83——$42.0K—2026-10-29
High Point Wealth Management, LLC
INCREASED8353+30+57%$27.7K$42.2K+$14.5K2026-11-05
Downshift Financial, LLC
INCREASED816+75+1250%$3.1K$41.2K+$38.1K2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED808000%$41.8K$40.7K-$1.1K2026-11-04
WPG Advisers, LLC
UNCHANGED808000%$41.8K$40.7K-$1.1K2026-10-27
Chilton Capital Management LLC
UNCHANGED797900%$41.1K$40.1K-$1.1K2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED797900%$41.3K$40.2K-$1.1K2026-10-16
Blueline Advisors LLC
NEW76—+76——$38.7K—2026-10-15
Dorato Capital Management
UNCHANGED757500%$39.4K$38.3K-$1.1K2026-10-08
Independence Bank of Kentucky
UNCHANGED757500%$39.2K$38.1K-$1.0K2026-10-26
Pioneer Family Office, LLC
UNCHANGED757500%$39.2K$38.1K-$1.0K2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED737300%$38.1K$37.1K-$1.0K2026-10-28
Evolution Wealth Management Inc.
INCREASED7232+40+125%$16.7K$36.4K+$19.7K2026-10-28
Elevation Wealth Partners, LLC
DECREASED70412-342-83%$215.2K$35.6K-$179.6K2026-10-07
Fairman Group, LLC
INCREASED665+61+1220%$2.6K$33.6K+$31.0K2026-10-26
Dhjj Financial Advisors, Ltd.
DECREASED6566-1-2%$34.4K$33.0K-$1.4K2026-10-23
MidAtlantic Capital Management, Inc.
NEW63—+63——$32.0K—2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED626200%$32.4K$31.5K-$8582026-10-16
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED616100%$31.9K$31.0K-$8442026-11-09
Creative Capital Management Investments LLC
INCREASED6042+18+43%$21.9K$30.5K+$8.6K2026-10-28
PlanVest Financial, Inc
UNCHANGED606000%$31.3K$30.5K-$8302026-11-09
Sfam, LLC
NEW58—+58——$29.5K—2026-11-03
Albion Financial Group
UNCHANGED585800%$30.3K$29.5K-$8032026-10-21
Coston, McIsaac & Partners
UNCHANGED575700%$30.0K$29.4K-$6102026-11-06
Toth Financial Advisory Corp
INCREASED5654+2+4%$28.4K$28.7K+$2642026-10-08
Horrell Capital Management, Inc.
UNCHANGED565600%$29.3K$28.5K-$7752026-10-08
Vision Financial Markets LLC
DECREASED53173-120-69%$90.0K$26.6K-$63.4K2026-10-22
Essential Investment Partners LLC
UNCHANGED464600%$24.0K$23.4K-$6372026-10-27
Pflug Koory, LLC
UNCHANGED464600%$23.9K$23.4K-$5462026-10-26
Access Investment Management LLC
UNCHANGED454500%$23.5K$22.9K-$6232026-10-23
GK Wealth Management LLC
NEW44—+44——$22.8K—2026-10-09
Cetera Trust Company, N.a
UNCHANGED404000%$20.9K$20.3K-$5542026-11-09
Princeton Global Asset Management LLC
NEW34—+34——$17.4K—2026-10-21
UMB Bank, n.a.
UNCHANGED333300%$17.2K$16.8K-$4572026-11-06
Alerus Financial NA
UNCHANGED333300%$17.2K$16.8K-$4572026-11-09
Midwest Capital Advisors, LLC
UNCHANGED323200%$16.7K$16.3K-$4422026-11-04
Nova Financial LLC
NEW31—+31——$15.8K—2026-11-04
Provenance Wealth Advisors, LLC
NEW31—+31——$15.8K—2026-10-30
United Financial Planning Group LLC
UNCHANGED303000%$15.7K$15.3K-$4152026-11-04
Three Bridge Wealth Advisors, LLC
NEW28—+28——$14.3K—2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED252500%$13.1K$12.7K-$3462026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED242400%$13$12-$12026-11-04
First Community Trust NA
NEW22—+22——$11.2K—2026-10-07
Eukles Asset Management
UNCHANGED222200%$11.5K$11.2K-$3052026-11-04
Clark Wealth Partners
UNCHANGED212100%$11.1K$10.8K-$2562026-10-19
Mowery & Schoenfeld Wealth Management, LLC
INCREASED2010+10+100%$5.2K$10.1K+$4.8K2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED171700%$8.9K$8.6K-$2362026-10-06
Bay Harbor Wealth Management, LLC
UNCHANGED141400%$7.3K$7.1K-$1772026-11-03
Montgomery Financial Services LLC
NEW12—+12——$6.1K—2026-11-03
Lloyd Advisory Services, Llc.
NEW12—+12——$6.1K—2026-11-02
Walsh & Associates, LLC
NEW12—+12——$6.1K—2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED101000%$5.2K$5.1K-$1382026-10-20
Tsfg, LLC
UNCHANGED101000%$5$5$02026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED101000%$4.8K$5.1K+$2802026-11-03
New England Capital Financial Advisors LLC
UNCHANGED101000%$5.2K$5.1K-$1382026-11-03
Mainstream Capital Management LLC
NEW9—+9——$4.6K—2026-10-23
Laurel Wealth Advisors LLC
NEW9—+9——$4.6K—2026-10-27
Hickory Point Bank & Trust
UNCHANGED9900%$4.7K$4.6K-$1252026-10-01
CGC Financial Services, LLC
UNCHANGED8800%$4.2K$4.1K-$1112026-10-13
Rothwell Investment Advisors, LLC
NEW7—+7——$3.8K—2026-11-06
Jnba Financial Advisors
DECREASED789-82-92%$46.5K$3.6K-$42.9K2026-11-03
American Capital Advisory, LLC
UNCHANGED7700%$3.5K$3.4K-$802026-10-28
Strive Financial Group,LLC
UNCHANGED5500%$2.7K$2.6K-$682026-11-09
Grove Bank & Trust
UNCHANGED5500%$2.6K$2.5K-$692026-10-08
First Command Advisory Services, Inc.
INCREASED31+2+200%$524$1.5K+$1.0K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED3300%$1.6K$1.5K-$422026-10-13
Centerpoint Advisors, LLC
UNCHANGED3300%$2$2$02026-11-05
Catherine Avery Investment Management LLC
UNCHANGED3300%$1.6K$1.5K-$412026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1100%$4$4$02026-10-07
Reap Financial Group, LLC
UNCHANGED1100%$522$509-$132026-11-02
Prairie Wealth Advisors, Inc.
NEW0—0——$286.8K—2026-10-29
Summit Securities Group LLC
CLOSED056,879-56,879-100%$29.7M$0-$29.7M2026-11-05
Natixis
CLOSED037,243-37,243-100%$19.5M$0-$19.5M2026-11-06
Encompass More Asset Management
CLOSED026,613-26,613-100%$13.9M$0-$13.9M2026-10-16
Reyes Financial Architecture, Inc.
CLOSED016,642-16,642-100%$8.7M$0-$8.7M2026-10-22
Simplex Trading, LLC
CLOSED016,391-16,391-100%$8.6M$0-$8.6M2026-11-04
Q3 Asset Management
CLOSED013,055-13,055-100%$6.5K$0-$6.5K2026-11-06
Great Lakes Advisors, LLC
CLOSED012,159-12,159-100%$6.4M$0-$6.4M2026-11-06
Dmkc Advisory Services, LLC
CLOSED09,828-9,828-100%$5.1M$0-$5.1M2026-11-04
Jefferies Financial Group Inc.
CLOSED08,922-8,922-100%$4.7M$0-$4.7M2026-11-05
Charles Schwab Trust Co
CLOSED05,536-5,536-100%$2.9M$0-$2.9M2026-10-15
Turner Financial Group, Inc.
CLOSED02,279-2,279-100%$1.2M$0-$1.2M2026-11-09
Aberdeen Group plc
CLOSED01,641-1,641-100%$857.2K$0-$857.2K2026-11-06
Avestar Capital, LLC
CLOSED01,514-1,514-100%$790.9K$0-$790.9K2026-10-28
Innovative Wealth Building LLC
CLOSED01,371-1,371-100%$716.1K$0-$716.1K2026-10-14
World Equity Group, Inc.
CLOSED01,290-1,290-100%$674.2K$0-$674.2K2026-10-14
Retirement Solution LLC
CLOSED01,229-1,229-100%$641.9K$0-$641.9K2026-10-27
Convergence Financial, LLC
CLOSED0749-749-100%$390.9K$0-$390.9K2026-10-27
PCG Asset Management, LLC
CLOSED0628-628-100%$329.3K$0-$329.3K2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED0600-600-100%$313.4K$0-$313.4K2026-10-27
Wellington Shields & Co., LLC
CLOSED0585-585-100%$305.4K$0-$305.4K2026-11-03
Ping Capital Management, Inc.
CLOSED0500-500-100%$261.2K$0-$261.2K2026-10-13
Ascent Group, LLC
CLOSED0474-474-100%$247.8K$0-$247.8K2026-10-30
Evensky & Katz LLC
CLOSED0462-462-100%$241.0K$0-$241.0K2026-10-27
Wealth Advisory Solutions, LLC
CLOSED0440-440-100%$229.9K$0-$229.9K2026-10-20
Garrison Bradford & Associates Inc
CLOSED0416-416-100%$219.7K$0-$219.7K2026-10-27
Deutsche Bank Ag\
CLOSED0415-415-100%$216.8K$0-$216.8K2026-11-06
Bright Futures Wealth Management, Llc.
CLOSED0406-406-100%$212.2K$0-$212.2K2026-10-23
LVZ, Inc.
CLOSED0405-405-100%$211.4K$0-$211.4K2026-10-20
Cooper Financial Group
CLOSED0396-396-100%$206.6K$0-$206.6K2026-10-07
Founders Financial Securities LLC
CLOSED0396-396-100%$206.9K$0-$206.9K2026-10-28
Central Valley Advisors, LLC
CLOSED0395-395-100%$206.3K$0-$206.3K2026-10-27
Traynor Capital Management, Inc.
CLOSED0390-390-100%$203.9K$0-$203.9K2026-10-29
SeaBridge Investment Advisors LLC
CLOSED0389-389-100%$203.2K$0-$203.2K2026-11-02
Saxony Capital Management, LLC
CLOSED0388-388-100%$202.7K$0-$202.7K2026-10-15
Virtue Capital Management, LLC
CLOSED0387-387-100%$202.0K$0-$202.0K2026-10-29
Nadler Financial Group, Inc.
CLOSED0386-386-100%$201.6K$0-$201.6K2026-10-23
Univest Financial Corp
CLOSED0385-385-100%$201.1K$0-$201.1K2026-11-05
Advisory Solutions Group, LLC
CLOSED0383-383-100%$200.2K$0-$200.2K2026-10-14
Baker Avenue Asset Management, LP
CLOSED0282-282-100%$147.3K$0-$147.3K2026-11-06
MCF Advisors LLC
CLOSED0237-237-100%$124.1K$0-$124.1K2026-10-28
LifeSteps Financial, Inc.
CLOSED0200-200-100%$104.5K$0-$104.5K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0110-110-100%$57.2K$0-$57.2K2026-10-26
Investment Research & Advisory Group, Inc.
CLOSED070-70-100%$36.6K$0-$36.6K2026-10-19
Peterson Wealth Management
CLOSED024-24-100%$12.7K$0-$12.7K2026-11-06
Morse Asset Management, Inc
CLOSED010-10-100%$5.4K$0-$5.4K2026-11-09
Wellington Shields Capital Management, LLC
CLOSED08-8-100%$4.2K$0-$4.2K2026-11-03
Kennebec Savings Bank
CLOSED05-5-100%$2.6K$0-$2.6K2026-10-22
Decker Retirement Planning Inc.
CLOSED03-3-100%$1.6K$0-$1.6K2026-10-19
Dogwood Wealth Management LLC
UNCHANGED000—$82$81-$12026-11-09
Morgan Stanley
N/A—3,331,265-3,331,265-100%$1.7B———
Bank of America Corp
N/A—2,098,332-2,098,332-100%$1.1B———
Wells Fargo & Company
N/A—1,206,147-1,206,147-100%$630.1M———
UBS Group AG
N/A—892,291-892,291-100%$466.1M———
SG Americas Securities, LLC
N/A—870,693-870,693-100%$454.8M———
Royal Bank of Canada
N/A—849,328-849,328-100%$443.7M———
JPMorgan Chase & Co
N/A—703,406-703,406-100%$367.0M———
Qube Research & Technologies Ltd
N/A—698,432-698,432-100%$364.9M———
Focus Partners Wealth
N/A—570,448-570,448-100%$298.0M———
Optiver Holding B.V.
N/A—520,429-520,429-100%$271.9M———
Raymond James Financial Inc
N/A—503,027-503,027-100%$262.8M———
Ameriprise Financial Inc
N/A—474,116-474,116-100%$247.7M———
Nissay Asset Management Corp N
N/A—391,575-391,575-100%$204.6M———
Goldman Sachs Group Inc
N/A—313,694-313,694-100%$163.9M———
BNP Paribas Financial Markets
N/A—311,130-311,130-100%$162.5M———
Jones Financial Companies Lllp
N/A—292,057-292,057-100%$151.2M———
Cetera Investment Advisers
N/A—270,981-270,981-100%$141.6M———
Citadel Advisors LLC
N/A—264,408-264,408-100%$138.1M———
Osaic Holdings, Inc.
N/A—251,808-251,808-100%$131.7M———
Envestnet Asset Management Inc
N/A—236,510-236,510-100%$123.6M———
Northwestern Mutual Wealth Management Co
N/A—225,299-225,299-100%$117.7M———
Bank of Nova Scotia
N/A—207,309-207,309-100%$108.3M———
Jane Street Group, LLC
N/A—202,508-202,508-100%$105.8M———
Sanctuary Advisors, LLC
N/A—166,080-166,080-100%$86.8M———
Stifel Financial Corp
N/A—164,452-164,452-100%$85.9M———
Virtu Financial LLC
N/A—157,622-157,622-100%$82.3M———
Captrust Financial Advisors
N/A—136,606-136,606-100%$71.4M———
Alkeon Capital Management LLC
N/A—119,700-119,700-100%$62.5M———
FMR LLC
N/A—108,031-108,031-100%$56.4M———
CM Wealth Advisors LLC
N/A—106,644-106,644-100%$55.7M———
Stephens Inc
N/A—102,905-102,905-100%$53.8M———
Two Sigma Investments, LP
N/A—102,705-102,705-100%$53.7M———
Rockefeller Capital Management L.P.
N/A—97,396-97,396-100%$50.9M———
CIBC World Market Inc.
N/A—93,356-93,356-100%$48.8M———
Private Advisor Group, LLC
N/A—91,438-91,438-100%$47.8M———
HighTower Advisors, LLC
N/A—88,316-88,316-100%$46.1M———
Cerity Partners LLC
N/A—86,213-86,213-100%$45.0M———
NewEdge Advisors, LLC
N/A—85,305-85,305-100%$44.6M———
Mariner, LLC
N/A—81,231-81,231-100%$42.4M———
Flow Traders U.S. LLC
N/A—80,077-80,077-100%$41.8M———
Millennium Management LLC
N/A—72,963-72,963-100%$38.1M———
Steward Partners Investment Advisory, LLC
N/A—69,336-69,336-100%$36.2M———
Kirkwood Financial Services
N/A—65,577-65,577-100%$34.3M———
Janney Montgomery Scott LLC
N/A—64,652-64,652-100%$33.8M———
Northern Trust Corp
N/A—61,574-61,574-100%$32.2M———
Select Asset Management & Trust
N/A—58,298-58,298-100%$30.5M———
Equitable Holdings, Inc.
N/A—49,260-49,260-100%$25.7M———
Integrated Wealth Concepts LLC
N/A—47,863-47,863-100%$25.0M———
MML Investors Services, LLC
N/A—45,376-45,376-100%$23.7M———
Summit Financial, LLC
N/A—44,815-44,815-100%$23.5M———
Better Way Financial, LLC
N/A—44,732-44,732-100%$23.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—43,000-43,000-100%$22.5M———
Baird Financial Group, Inc.
N/A—42,544-42,544-100%$22.2M———
LM Advisors LLC
N/A—42,166-42,166-100%$22.0M———
Susquehanna International Group, LLP
N/A—41,991-41,991-100%$21.9M———
Tudor Investment Corp ET AL
N/A—40,599-40,599-100%$21.2M———
Blair William & Co
N/A—40,400-40,400-100%$21.1M———
HSBC Holdings PLC
N/A—38,565-38,565-100%$20.7M———
AQR Capital Management LLC
N/A—37,309-37,309-100%$19.5M———
&partners
N/A—37,300-37,300-100%$19.6M———
Mercer Global Advisors Inc
N/A—35,343-35,343-100%$18.5M———
Commerce Bank
N/A—34,909-34,909-100%$18.2M———
National Bank of Canada
N/A—34,500-34,500-100%$18.0M———
Quantinno Capital Management LP
N/A—34,315-34,315-100%$17.9M———
Ameritas Advisory Services, LLC
N/A—34,091-34,091-100%$17.8M———
Vision Retirement, LLC
N/A—32,857-32,857-100%$17.2M———
Arax Advisory Partners
N/A—32,444-32,444-100%$16.9M———
Toronto Dominion Bank
N/A—32,109-32,109-100%$16.8M———
All Terrain Financial Advisors, LLC
N/A—31,539-31,539-100%$16.5M———
J Hagan Capital, Inc.
N/A—30,716-30,716-100%$16.0M———
Steelhead Wealth Management LLC
N/A—27,682-27,682-100%$14.5M———
L & S Advisors Inc
N/A—27,396-27,396-100%$14.3M———
Federation des caisses Desjardins du Quebec
N/A—26,583-26,583-100%$13.9M———
Credit Agricole S A
N/A—26,311-26,311-100%$13.7M———
Pinnacle Holdings, LLC
N/A—26,046-26,046-100%$13.6M———
Sound View Wealth Advisors Group, LLC
N/A—24,956-24,956-100%$13.0M———
Whittier Trust Co of Nevada Inc
N/A—24,678-24,678-100%$13.0M———
BlackRock, Inc.
N/A—24,105-24,105-100%$12.6M———
Johnson Investment Counsel Inc
N/A—23,887-23,887-100%$12.5M———
Pinnacle Financial Partners, Inc.
N/A—23,619-23,619-100%$12.3M———
M&T Bank Corp
N/A—23,378-23,378-100%$12.2M———
Stratos Wealth Partners, Ltd.
N/A—23,341-23,341-100%$12.2M———
Bridgewater Advisors Inc.
N/A—22,340-22,340-100%$11.9M———
Edgestream Partners, L.P.
N/A—22,068-22,068-100%$11.5M———
Modern Wealth Management, LLC
N/A—20,828-20,828-100%$10.9M———
Composition Wealth, LLC
N/A—20,624-20,624-100%$10.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—20,330-20,330-100%$10.6M———
Beacon Pointe Advisors, LLC
N/A—20,082-20,082-100%$10.5M———
Advisory Services Network, LLC
N/A—19,685-19,685-100%$10.3M———
Peapack Gladstone Financial Corp
N/A—19,036-19,036-100%$9.9M———
Tudor Financial Inc.
N/A—18,846-18,846-100%$9.8M———
J. Goldman & Co LP
N/A—18,842-18,842-100%$9.8M———
Nokomis Capital, L.L.C.
N/A—18,779-18,779-100%$9.8M———
CreativeOne Wealth, LLC
N/A—18,394-18,394-100%$9.6M———
Neuberger Berman Group LLC
N/A—17,908-17,908-100%$9.4M———
Snowden Capital Advisors LLC
N/A—17,874-17,874-100%$9.3M———
Gladstone Institutional Advisory LLC
N/A—17,804-17,804-100%$9.3M———
Cvfg LLC
N/A—17,607-17,607-100%$9.2M———
Natixis Advisors, LLC
N/A—17,479-17,479-100%$9.1M———
Moneta Group Investment Advisors LLC
N/A—17,401-17,401-100%$9.1M———
Whittier Trust Co
N/A—16,989-16,989-100%$9.0M———
1 North Wealth Services LLC
N/A—16,969-16,969-100%$8.9M———
Main Street Financial Solutions, LLC
N/A—16,516-16,516-100%$8.6M———
Kovack Advisors, Inc.
N/A—16,483-16,483-100%$8.6M———
GTS Securities LLC
N/A—15,622-15,622-100%$8.2M———
Summit Wealth Partners, LLC
N/A—15,131-15,131-100%$7.9M———
Balyasny Asset Management L.P.
N/A—15,032-15,032-100%$7.9M———
Kintra Wealth, LLC
N/A—14,865-14,865-100%$8.0M———
Sykon Capital LLC
N/A—14,563-14,563-100%$7.6M———
EP Wealth Advisors, LLC
N/A—14,547-14,547-100%$7.6M———
Arkadios Wealth Advisors
N/A—14,394-14,394-100%$7.5M———
Insigneo Advisory Services, LLC
N/A—13,968-13,968-100%$7.3M———
Empowered Funds, LLC
N/A—13,849-13,849-100%$7.2M———
Capital Wealth Planning, LLC
N/A—13,759-13,759-100%$7.2M———
Hilltop Holdings Inc.
N/A—13,694-13,694-100%$7.2M———
MAI Capital Management
N/A—13,140-13,140-100%$6.9M———
Greenwich Wealth Management LLC
N/A—12,784-12,784-100%$6.7M———
Bay Rivers Group
N/A—12,301-12,301-100%$6.4M———
World Investment Advisors
N/A—12,043-12,043-100%$5.6M———
Wealthspire Advisors, LLC
N/A—11,754-11,754-100%$6.1M———
Scotia Capital Inc.
N/A—11,681-11,681-100%$6.1M———
Mission Creek Capital Partners, Inc.
N/A—11,298-11,298-100%$5.9M———
IEQ Capital, LLC
N/A—11,168-11,168-100%$5.8M———
Cresset Asset Management, LLC
N/A—10,880-10,880-100%$5.7M———
Alexis Investment Partners, LLC
N/A—10,794-10,794-100%$5.6M———
Brown Advisory Inc
N/A—10,757-10,757-100%$5.6M———
Ausdal Financial Partners, Inc.
N/A—10,425-10,425-100%$5.4M———
Twin Tree Management, LP
N/A—10,253-10,253-100%$5.4M———
Capital Advisor Network LLC
N/A—10,170-10,170-100%$5.3M———
Thoroughbred Financial Services, LLC
N/A—10,123-10,123-100%$5.3M———
Founders Financial Alliance, LLC
N/A—10,084-10,084-100%$5.3M———
NewEdge Wealth, LLC
N/A—9,944-9,944-100%$5.2M———
EFG International AG
N/A—9,218-9,218-100%$4.8M———
Pathstone Holdings, LLC
N/A—8,797-8,797-100%$4.6M———
CIBC Bancorp USA Inc.
N/A—8,770-8,770-100%$4.6M———
Timbuktu Capital Management, LLC
N/A—8,761-8,761-100%$4.6M———
Stelac Advisory Services LLC
N/A—8,338-8,338-100%$4.4M———
TD Asset Management Inc
N/A—8,300-8,300-100%$4.3M———
United Capital Financial Advisors, LLC
N/A—8,187-8,187-100%$4.3M———
Huntington National Bank
N/A—8,054-8,054-100%$4.2M———
Twin Focus Capital Partners, LLC
N/A—8,022-8,022-100%$4.2M———
Beta Wealth Group, Inc.
N/A—7,980-7,980-100%$4.2M———
AE Wealth Management LLC
N/A—7,913-7,913-100%$4.1M———
Waverly Advisors, LLC
N/A—7,783-7,783-100%$4.1M———
Constant Guidance Financial LLC
N/A—7,707-7,707-100%$4.0M———
Novak & Powell Financial Services, Inc.
N/A—7,670-7,670-100%$4.0M———
Guardian Wealth Advisors, LLC / NC
N/A—7,428-7,428-100%$3.9M———
Keystone Financial Group
N/A—7,344-7,344-100%$3.8M———
IHT Wealth Management, LLC
N/A—7,235-7,235-100%$3.8M———
Bluespring Wealth Management, LLC
N/A—7,217-7,217-100%$3.8M———
Mcguire Capital Advisors Inc
N/A—7,128-7,128-100%$3.7M———
Ruggiero Investments, Inc.
N/A—7,047-7,047-100%$3.7M———
GWN Securities Inc.
N/A—6,638-6,638-100%$3.5M———
STG Securities, LLC
N/A—6,578-6,578-100%$3.4M———
Transcend Capital Advisors, LLC
N/A—6,572-6,572-100%$3.4M———
BFC Planning, Inc.
N/A—6,536-6,536-100%$3.4M———
Callan Family Office, LLC
N/A—6,531-6,531-100%$3.4M———
Keating Financial Advisory Services, Inc.
N/A—6,465-6,465-100%$3.4M———
SIG Brokerage, LP
N/A—6,050-6,050-100%$3.2M———
Kingsview Wealth Management, LLC
N/A—6,044-6,044-100%$3.2M———
Parallax Volatility Advisers, L.P.
N/A—5,976-5,976-100%$3.1M———
Fidelis Capital Partners, LLC
N/A—5,803-5,803-100%$3.0M———
O'shaughnessy Asset Management, LLC
N/A—5,761-5,761-100%$3.0M———
Miller Investment Management, LP
N/A—5,717-5,717-100%$3.0M———
Lowery Thomas, LLC
N/A—5,712-5,712-100%$3.0M———
Moore Capital Management, LP
N/A—5,600-5,600-100%$2.9M———
PFG Investments, LLC
N/A—5,583-5,583-100%$2.9M———
Top Private Wealth Llc.
N/A—5,524-5,524-100%$2.9M———
Alliancebernstein L.P.
N/A—5,515-5,515-100%$2.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,076-5,076-100%$2.7M———
Essex Financial Services, Inc.
N/A—5,074-5,074-100%$2.7M———
Intrepid Financial Planning Group LLC
N/A—5,056-5,056-100%$2.6M———
Tower Research Capital LLC (TRC)
N/A—5,054-5,054-100%$2.6M———
Smith, Moore & Co.
N/A—5,048-5,048-100%$2.6M———
Serenus Wealth Advisors, LLC
N/A—4,737-4,737-100%$2.5M———
Second Half Financial Partners, LLC
N/A—4,557-4,557-100%$2.4M———
Ancora Advisors LLCA
N/A—4,424-4,424-100%$2.3M———
SCS Capital Management LLC
N/A—4,324-4,324-100%$2.3M———
Arvest Bank Trust Division
N/A—4,261-4,261-100%$2.2M———
Bank Hapoalim BM
N/A—4,206-4,206-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—4,155-4,155-100%$2.2M———
Apriem Advisors
N/A—4,150-4,150-100%$2.2M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,146-4,146-100%$2.2M———
American Wealth Advisors, LLC
N/A—4,065-4,065-100%$2.1M———
Coastwise Capital Group, LLC
N/A—4,054-4,054-100%$2.1M———
Snowwater Investment Partners, LLC
N/A—4,000-4,000-100%$2.1M———
Gotham Asset Management, LLC
N/A—3,982-3,982-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—3,939-3,939-100%$2.1M———
DV Trading LLC
N/A—3,926-3,926-100%$2.1M———
Global Retirement Partners, LLC
N/A—3,916-3,916-100%$2.0M———
Atlantic Union Bankshares Corp
N/A—3,842-3,842-100%$2.0M———
Westbourne Investments, Inc.
N/A—3,819-3,819-100%$2.0M———
Advisory Alpha, LLC
N/A—3,815-3,815-100%$2.0M———
Roundview Capital LLC
N/A—3,715-3,715-100%$1.9M———
Capstone Investment Advisors, LLC
N/A—3,711-3,711-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—3,696-3,696-100%$1.9M———
LaSalle St. Investment Advisors, LLC
N/A—3,670-3,670-100%$1.9M———
Cofg Advisors, LLC
N/A—3,664-3,664-100%$1.9M———
White Knight Strategic Wealth Advisors, LLC
N/A—3,645-3,645-100%$1.9M———
Focus Partners Advisor Solutions, LLC
N/A—3,619-3,619-100%$1.9M———
Centaurus Financial, Inc.
N/A—3,562-3,562-100%$1.9M———
Tobias Financial Advisors, Inc.
N/A—3,515-3,515-100%$1.8M———
Benjamin Edwards Inc
N/A—3,473-3,473-100%$1.8M———
MidFirst Bank
N/A—3,422-3,422-100%$1.8M———
Cary Street Partners Financial LLC
N/A—3,410-3,410-100%$1.8M———
Bradley Foster & Sargent Inc
N/A—3,402-3,402-100%$1.8M———
Flputnam Investment Management Co
N/A—3,343-3,343-100%$1.7M———
Harvest Investment Services, LLC
N/A—3,328-3,328-100%$1.7M———
FWG Holdings, LLC
N/A—3,281-3,281-100%$1.7M———
First National Bank of Omaha
N/A—3,259-3,259-100%$1.7M———
Glenmede Trust Co NA
N/A—3,226-3,226-100%$1.7M———
Tocqueville Asset Management L.P.
N/A—3,200-3,200-100%$1.7M———
Round Rock Advisors LLC
N/A—3,199-3,199-100%$1.7M———
Aspen Capital Management, LLC
N/A—3,050-3,050-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—3,003-3,003-100%$1.6M———
Fiduciary Wealth Partners, LLC
N/A—2,992-2,992-100%$1.6M———
Jaffetilchin Investment Partners, LLC
N/A—2,982-2,982-100%$1.6M———
American Alpha Advisors, LLC
N/A—2,966-2,966-100%$1.5M———
Shared Vision Wealth Group LLC
N/A—2,921-2,921-100%$1.5M———
SOA Wealth Advisors, Llc.
N/A—2,835-2,835-100%$1.5M———
Old Mission Capital LLC
N/A—2,821-2,821-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—2,817-2,817-100%$1.5M———
Daybright Advisory Services, Inc.
N/A—2,769-2,769-100%$1.5M———
Eaton Financial Holdings Company, LLC
N/A—2,733-2,733-100%$1.4M———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,709-2,709-100%$1.4M———
Osbon Capital Management LLC
N/A—2,704-2,704-100%$1.4M———
Hancock Whitney Corp
N/A—2,701-2,701-100%$1.4M———
Financial Life Planners
N/A—2,700-2,700-100%$1.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,696-2,696-100%$1.4M———
Rothschild Investment LLC
N/A—2,692-2,692-100%$1.4M———
Fortune Financial Advisors, LLC
N/A—2,666-2,666-100%$1.4M———
Pinnacle Family Advisors, LLC
N/A—2,647-2,647-100%$1.4M———
Smartleaf Asset Management LLC
N/A—2,628-2,628-100%$1.4M———
Sequoia Financial Advisors, LLC
N/A—2,621-2,621-100%$1.4M———
Rathbones Group PLC
N/A—2,603-2,603-100%$1.4M———
Caprock Group, LLC
N/A—2,584-2,584-100%$1.4M———
Betterment LLC
N/A—2,582-2,582-100%$1.3M———
Volterra Technologies LP
N/A—2,566-2,566-100%$1.3M———
Stonebrook Private Inc.
N/A—2,529-2,529-100%$1.3M———
Financial Alternatives, Inc
N/A—2,407-2,407-100%$1.3M———
Summit Trail Advisors, LLC
N/A—2,390-2,390-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—2,333-2,333-100%$1.2M———
Cozad Asset Management Inc
N/A—2,316-2,316-100%$1.2M———
Bitterroot Capital Advisors LLC
N/A—2,219-2,219-100%$1.2M———
Holderness Investments Co
N/A—2,178-2,178-100%$1.1M———
Maxele Advisors, LLC
N/A—2,164-2,164-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,153-2,153-100%$1.1M———
Bank of Hawaii
N/A—2,149-2,149-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—2,146-2,146-100%$1.1M———
One Wealth Management Investment & Advisory Services, LLC
N/A—2,120-2,120-100%$1.1M———
Bawa N Mallick Trust
N/A—2,025-2,025-100%$1.1M———
Widmann Financial Services, Inc.
N/A—2,013-2,013-100%$1.1M———
Drexel Morgan & Co.
N/A—2,000-2,000-100%$1.0M———
Principal Securities, Inc.
N/A—1,999-1,999-100%$1.0M———
United Bank
N/A—1,944-1,944-100%$1.0M———
Alta Wealth Advisors LLC
N/A—1,934-1,934-100%$1.0M———
Zhang Financial LLC
N/A—1,911-1,911-100%$998.3K———
1ST Source Bank
N/A—1,809-1,809-100%$945.0K———
Nomura Asset Management Co LTD
N/A—1,802-1,802-100%$941.3K———
Banco Santander, S.A.
N/A—1,778-1,778-100%$928.8K———
Mosaic Advisors LLC
N/A—1,771-1,771-100%$925.0K———
Tyche Wealth Partners LLC
N/A—1,771-1,771-100%$925.3K———
Alesco Advisors, LLC, An ESL Co
N/A—1,718-1,718-100%$897.5K———
Regal Investment Advisors LLC
N/A—1,714-1,714-100%$895.2K———
Evercore Wealth Management, LLC
N/A—1,712-1,712-100%$894.3K———
New England Asset Management Inc
N/A—1,710-1,710-100%$893.3K———
Mayflower Financial Advisors, LLC
N/A—1,694-1,694-100%$885.0K———
Farmers National Bank
N/A—1,693-1,693-100%$884.4K———
Franklin Resources Inc
N/A—1,649-1,649-100%$861.4K———
Aventura Private Wealth, LLC
N/A—1,634-1,634-100%$853.6K———
BlackDiamond Wealth Management, LLC
N/A—1,628-1,628-100%$877.6K———
Boston Research & Management Inc
N/A—1,627-1,627-100%$849.9K———
First Trust Advisors LP
N/A—1,574-1,574-100%$822.4K———
Kera Capital Partners, Inc.
N/A—1,572-1,572-100%$821.2K———
Arkos Global Advisors
N/A—1,565-1,565-100%$817.0K———
Main Street Research LLC
N/A—1,541-1,541-100%$804.9K———
Oxinas Partners, LLC
N/A—1,541-1,541-100%$805.1K———
American Trust
N/A—1,513-1,513-100%$790.3K———
JDM Financial Group LLC
N/A—1,505-1,505-100%$786.1K———
Ballentine Partners, LLC
N/A—1,502-1,502-100%$784.6K———
Roehl & Yi Investment Advisors, LLC
N/A—1,500-1,500-100%$783.6K———
Atlas Legacy Advisors, LLC
N/A—1,500-1,500-100%$783.6K———
Johnson Financial Group, Inc.
N/A—1,495-1,495-100%$783.1K———
Per Stirling Capital Management, Llc.
N/A—1,488-1,488-100%$777.2K———
CIM, LLC
N/A—1,484-1,484-100%$775.2K———
Financial Engines Advisors L.L.C.
N/A—1,446-1,446-100%$755.4K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,445-1,445-100%$757.2K———
Denver Wealth Management, Inc.
N/A—1,388-1,388-100%$725.1K———
Mutual Advisors, LLC
N/A—1,387-1,387-100%$724.5K———
Pgim Custom Harvest LLC
N/A—1,385-1,385-100%$723.7K———
Eldridge Investment Advisors, Inc.
N/A—1,380-1,380-100%$720.9K———
Peak Planning Group, LLC
N/A—1,373-1,373-100%$717.4K———
Allie Family Office LLC
N/A—1,352-1,352-100%$706.8K———
Strait & Sound Wealth Management LLC
N/A—1,351-1,351-100%$705.7K———
Pettyjohn, Wood & White, Inc
N/A—1,335-1,335-100%$697.4K———
UBS Asset Management Americas LLC
N/A—1,319-1,319-100%$689.0K———
Lbmc Investment Advisors, LLC
N/A—1,298-1,298-100%$678.0K———
Pacific Financial Group Inc
N/A—1,297-1,297-100%$677.5K———
USA Financial Formulas
N/A—1,292-1,292-100%$674.9K———
First Manhattan Co. Llc.
N/A—1,261-1,261-100%$658.7K———
Strategic Wealth Partners, Ltd.
N/A—1,261-1,261-100%$658.7K———
Evolve Private Wealth, LLC
N/A—1,233-1,233-100%$644.1K———
Stokes Family Office, LLC
N/A—1,231-1,231-100%$643.1K———
Hobbs Group Advisors, LLC
N/A—1,227-1,227-100%$641.0K———
Perennial Investment Advisors, LLC
N/A—1,225-1,225-100%$640.2K———
National Philanthropic Trust
N/A—1,208-1,208-100%$631.0K———
Calton & Associates, Inc.
N/A—1,197-1,197-100%$625.5K———
Caxton Associates LLP
N/A—1,192-1,192-100%$622.7K———
Schrum Private Wealth Management LLC
N/A—1,179-1,179-100%$471.6K———
ST Germain D J Co Inc
N/A—1,172-1,172-100%$612.2K———
Sentinel Wealth Management, Inc.
N/A—1,170-1,170-100%$612.8K———
Okabena Investment Services Inc
N/A—1,150-1,150-100%$600.7K———
Private Capital Management, LLC
N/A—1,150-1,150-100%$600.7K———
Duncan Williams Asset Management, LLC
N/A—1,136-1,136-100%$593.6K———
Bannerstone Capital Management, LLC
N/A—1,130-1,130-100%$590.5K———
Sandy Cove Advisors, LLC
N/A—1,129-1,129-100%$589.7K———
Destination Wealth Management
N/A—1,128-1,128-100%$589.3K———
Innovative Asset Advisors Group, LLC
N/A—1,121-1,121-100%$587.1K———
Man Group plc
N/A—1,112-1,112-100%$580.9K———
Choate Investment Advisors
N/A—1,101-1,101-100%$575.2K———
Laffer Tengler Investments, Inc.
N/A—1,096-1,096-100%$572.5K———
Athena Investment Management
N/A—1,078-1,078-100%$563.2K———
Meeder Advisory Services, Inc.
N/A—1,076-1,076-100%$562.1K———
Madison Wealth Partners, Inc
N/A—1,055-1,055-100%$551.0K———
Sand Hill Global Advisors, LLC
N/A—1,050-1,050-100%$548.5K———
Rosenblum Silverman Sutton S F Inc
N/A—1,042-1,042-100%$544.6K———
Wealth Care LLC
N/A—1,032-1,032-100%$538.9K———
Campbell Deegan Wealth Management, LLC
N/A—1,024-1,024-100%$534.8K———
JT Stratford LLC
N/A—1,023-1,023-100%$534.4K———
Red Door Wealth Management, LLC
N/A—1,020-1,020-100%$532.9K———
Capstone Wealth Management, Inc.
N/A—994-994-100%$521.1K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—992-992-100%$518.2K———
Spinnaker Trust
N/A—992-992-100%$518.2K———
Howe & Rusling Inc
N/A—984-984-100%$514.0K———
Peak Asset Management, LLC
N/A—981-981-100%$512.5K———
Houlihan Financial Resource Group, Ltd.
N/A—976-976-100%$509.8K———
Empower Advisory Group, LLC
N/A—962-962-100%$502.5K———
Spirepoint Private Client, LLC
N/A—956-956-100%$499.4K———
Sierra Capital LLC
N/A—955-955-100%$498.9K———
Element Wealth, LLC
N/A—948-948-100%$495.0K———
Capital Advisors Inc
N/A—948-948-100%$495.1K———
Crewe Advisors LLC
N/A—941-941-100%$491.4K———
Prosperity Consulting Group, LLC
N/A—919-919-100%$480.1K———
Alteri Wealth LLC
N/A—913-913-100%$476.9K———
Hayek Kallen Investment Management
N/A—898-898-100%$469.0K———
Traction Financial Partners, LLC
N/A—894-894-100%$467.1K———
Clare Market Investments LLC
N/A—891-891-100%$465.3K———
One Capital Management, LLC
N/A—890-890-100%$412.2K———
Regatta Research & Money Management
N/A—885-885-100%$461.6K———
Kapstone Financial Advisors LLC
N/A—869-869-100%$454.0K———
Pacific SUN Financial Corp
N/A—854-854-100%$446.9K———
Continuum Advisory, LLC
N/A—854-854-100%$446.1K———
Group One Trading LLC
N/A—839-839-100%$438.3K———
Wiser Advisor Group LLC
N/A—837-837-100%$437.2K———
WNY Asset Management, LLC
N/A—837-837-100%$437.3K———
Empirical Asset Management, LLC
N/A—822-822-100%$429.4K———
Slagle Financial, LLC
N/A—822-822-100%$429.2K———
Vanguard Advisers Inc
N/A—814-814-100%$425.4K———
Annandale Capital, LLC
N/A—813-813-100%$425.0K———
Marshall Financial Group, LLC
N/A—808-808-100%$422.2K———
Advisors Capital Management, LLC
N/A—806-806-100%$421.3K———
Goldstone Financial Group, LLC
N/A—788-788-100%$411.6K———
Aspire Capital Advisors LLC
N/A—773-773-100%$403.6K———
Canal Capital Management, LLC
N/A—756-756-100%$395.1K———
Coastal Bridge Advisors, LLC
N/A—750-750-100%$391.9K———
PCG Wealth Advisors, LLC
N/A—745-745-100%$389.2K———
RWA Wealth Partners, LLC
N/A—739-739-100%$386.1K———
Keebeck Wealth Management
N/A—730-730-100%$381.3K———
BSW Wealth Partners
N/A—727-727-100%$379.9K———
HHM Wealth Advisors, LLC
N/A—723-723-100%$377.7K———
M3 Advisory Group, LLC
N/A—713-713-100%$372.3K———
Boreal Capital Management LLC
N/A—710-710-100%$370.9K———
Rockbridge Investment Management, LCC
N/A—701-701-100%$366.2K———
X-Square Capital, LLC
N/A—692-692-100%$362.0K———
Inspire Advisors, LLC
N/A—686-686-100%$358.6K———
Front Row Advisors LLC
N/A—683-683-100%$367.0K———
Ingalls & Snyder LLC
N/A—673-673-100%$352.0K———
Dorsey & Whitney Trust Co LLC
N/A—662-662-100%$345.8K———
Sequent Asset Management, LLC
N/A—650-650-100%$339.6K———
Rehmann Capital Advisory Group
N/A—650-650-100%$340.0K———
One Charles Private Wealth Services, LLC
N/A—646-646-100%$337.5K———
Coppell Advisory Solutions LLC
N/A—644-644-100%$283.4K———
GW&K Investment Management, LLC
N/A—639-639-100%$334.0K———
Advyzon Investment Management, LLC
N/A—627-627-100%$327.5K———
Dunhill Financial, LLC
N/A—627-627-100%$327.5K———
Tulsa Wealth Advisors, Inc
N/A—626-626-100%$326.8K———
Beacon Investment Advisors LLC
N/A—621-621-100%$324.8K———
Signet Private Wealth LLC
N/A—617-617-100%$322.3K———
O'rourke & Company, Inc
N/A—615-615-100%$321.6K———
Retirement Planning Group, LLC / NY
N/A—615-615-100%$322.4K———
Stock Yards Bank & Trust Co
N/A—605-605-100%$316.0K———
Meridian Wealth Advisors, LLC
N/A—595-595-100%$310.8K———
Colonial Trust Co / SC
N/A—590-590-100%$308.2K———
NorthRock Partners, LLC
N/A—589-589-100%$307.5K———
Bartlett & Co. Wealth Management LLC
N/A—585-585-100%$306.3K———
Brand Asset Management Group, Inc.
N/A—570-570-100%$297.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—570-570-100%$297.4K———
Fort Point Capital Partners LLC
N/A—569-569-100%$298.0K———
Van Hulzen Asset Management, LLC
N/A—565-565-100%$295.2K———
Independent Advisor Alliance
N/A—557-557-100%$290.9K———
QRG Capital Management, Inc.
N/A—556-556-100%$290.4K———
Liberty Wealth Management LLC
N/A—555-555-100%$256.9K———
Topsail Wealth Management, LLC
N/A—550-550-100%$288.1K———
HM Payson & Co
N/A—550-550-100%$287.3K———
Fayez Sarofim & Co
N/A—550-550-100%$287.3K———
Pure Financial Advisors, LLC
N/A—543-543-100%$283.7K———
Wealthspan Partners, LLC
N/A—535-535-100%$279.5K———
WealthShield Partners, LLC
N/A—535-535-100%$280.2K———
Northstar Group, Inc.
N/A—534-534-100%$279.1K———
Baltimore-Washington Financial Advisors, Inc.
N/A—533-533-100%$278.7K———
Napier Financial, LLC
N/A—530-530-100%$276.9K———
OneAscent Financial Services LLC
N/A—524-524-100%$273.6K———
NorthCoast Asset Management LLC
N/A—522-522-100%$272.8K———
Spartan Wealth Advisory Services LLC
N/A—519-519-100%$271.2K———
Stonebridge Capital Advisors LLC
N/A—510-510-100%$266.4K———
Basepoint Wealth LLC
N/A—509-509-100%$265.9K———
Hilltop Partners LLC
N/A—507-507-100%$264.8K———
Fiducient Advisors LLC
N/A—504-504-100%$264.5K———
BlueCrest Capital Management Ltd
N/A—498-498-100%$260.2K———
EWA, LLC
N/A—488-488-100%$254.7K———
Sharp Wealth Advisory, LLC
N/A—485-485-100%$253.4K———
Prasad Wealth Partners, LLC
N/A—483-483-100%$252.2K———
Glassman Wealth Services
N/A—482-482-100%$251.8K———
Moment Partners, LLC
N/A—475-475-100%$248.1K———
Bogart Wealth, LLC
N/A—470-470-100%$245.7K———
Integrity Wealth Solutions LLC
N/A—467-467-100%$244.2K———
Haverford Trust Co
N/A—464-464-100%$242.4K———
Brown Brothers Harriman & Co
N/A—463-463-100%$241.9K———
Octavia Wealth Advisors, LLC
N/A—462-462-100%$242.0K———
SHP Wealth Management
N/A—459-459-100%$240.0K———
Disciplined Investors, L.L.C.
N/A—450-450-100%$235.1K———
VAN DEN Berg Management I, Inc
N/A—444-444-100%$231.9K———
Steigerwald, Gordon & Koch Inc.
N/A—442-442-100%$230.9K———
Talisman Wealth Advisors LLC
N/A—441-441-100%$230.3K———
Kiley Juergens Wealth Management, LLC
N/A—440-440-100%$229.9K———
Talon Private Wealth, LLC
N/A—434-434-100%$226.7K———
Nuveen, LLC
N/A—430-430-100%$224.6K———
Prepared Retirement Institute LLC
N/A—430-430-100%$224.6K———
Savvy Advisors, Inc.
N/A—428-428-100%$223.8K———
Planning Center, Inc.
N/A—425-425-100%$222.1K———
Hudson Value Partners, LLC
N/A—420-420-100%$219.4K———
Fund Advisors of America Inc
N/A—420-420-100%$219.2K———
WPWealth LLP
N/A—414-414-100%$216.3K———
Garrison Point Advisors, LLC
N/A—414-414-100%$216.1K———
Berger Financial Group, Inc
N/A—414-414-100%$216.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—414-414-100%$216.4K———
Texas Yale Capital Corp.
N/A—413-413-100%$215.7K———
Pasadena Private Wealth, LLC
N/A—412-412-100%$215.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—406-406-100%$211.9K———
BOK Financial Private Wealth, Inc.
N/A—402-402-100%$210.6K———
CFO4Life Group, LLC
N/A—401-401-100%$209.6K———
Curi Capital, LLC
N/A—400-400-100%$209.7K———
Wilson & Boucher Capital Management, LLC
N/A—400-400-100%$209.0K———
FourThought Financial Partners, LLC
N/A—400-400-100%$209.0K———
Trustco Bank Corp N Y
N/A—396-396-100%$206.9K———
J. M. Brown & Associates Inc.
N/A—394-394-100%$205.9K———
Ameritas Investment Partners, Inc.
N/A—390-390-100%$203.6K———
Dougherty & Associates, LLC
N/A—388-388-100%$203.0K———
Rogco, LP
N/A—387-387-100%$202.2K———
Plotkin Financial Advisors, LLC
N/A—386-386-100%$201.6K———
Sfmg, LLC
N/A—385-385-100%$201.1K———
Wealth Advisors of Iowa, LLC
N/A—383-383-100%$200.1K———
CoreFirst Bank & Trust
N/A—370-370-100%$193.3K———
Strategic Investment Advisors / MI
N/A—361-361-100%$188.4K———
Fourth Dimension Wealth, LLC
N/A—311-311-100%$162.5K———
Sittner & Nelson, LLC
N/A—300-300-100%$156.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—300-300-100%$156.7K———
Game Plan Financial Advisors, LLC
N/A—300-300-100%$35.7K———
Vanguard National Trust Co
N/A—285-285-100%$148.9K———
Westfuller Advisors, LLC
N/A—255-255-100%$133.6K———
Westend Capital Management, LLC
N/A—250-250-100%$130.6K———
Ameriflex Group, Inc.
N/A—233-233-100%$121.7K———
Graney & King, LLC
N/A—224-224-100%$116.9K———
Glen Eagle Advisors, LLC
N/A—216-216-100%$112.7K———
Anchor Investment Management, LLC
N/A—209-209-100%$109.3K———
Capital Analysts, LLC
N/A—208-208-100%$109.0K———
Banque Cantonale Vaudoise
N/A—176-176-100%$92.0K———
Raffa Wealth Management, LLC
N/A—163-163-100%$85.3K———
Reyl & Cie S.A.
N/A—160-160-100%$74.3K———
Tiaa Wealth Investment Management LLC
N/A—132-132-100%$69.0K———
Nalls Sherbakoff Group, LLC
N/A—120-120-100%$62.7K———
Oakmont Advisory Group, LLC
N/A—108-108-100%$56.4K———
Crews Bank & Trust
N/A—106-106-100%$55.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—105-105-100%$54.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—103-103-100%$53.8K———
Mark Sheptoff Financial Planning, LLC
N/A—90-90-100%$47.0K———
LOM Asset Management Ltd
N/A—78-78-100%$40.7K———
Luminist Capital LLC
N/A—70-70-100%$36.6K———
JPL Wealth Management, LLC
N/A—69-69-100%$36.0K———
Basecamp Wealth Advisors LLC
N/A—68-68-100%$35.7K———
Synergy Investment Management, LLC
N/A—68-68-100%$35.7K———
LRI Investments, LLC
N/A—63-63-100%$32.9K———
Monetary Management Group Inc
N/A—61-61-100%$31.9K———
Kerr Financial Planning Corp
N/A—51-51-100%$26.5K———
Allied Private Wealth LLC
N/A—50-50-100%$26.1K———
Imprint Wealth LLC
N/A—48-48-100%$25.1K———
Riverview Trust Co
N/A—47-47-100%$24.6K———
Wellington-Altus USA Inc.
N/A—43-43-100%$19.9K———
CVA Family Office, LLC
N/A—42-42-100%$21.9K———
Tripletail Wealth Management, LLC
N/A—40-40-100%$21.1K———
Anchor Bay Capital, Inc.
N/A—13-13-100%$7.3K———
TCM Advisors, LLC
N/A—11-11-100%$5.7K———
Private Wealth Asset Management, LLC
N/A—10-10-100%$5.2K———
Godfrey Financial Associates, Inc.
N/A—8-8-100%$4.2K———
Fiduciary Financial Advisors
N/A—7-7-100%$3.1K———
Hollencrest Capital Management
N/A—6-6-100%$3.1K———
HighMark Wealth Management LLC
N/A—5-5-100%$2.4K———
Kilter Group LLC
N/A—3-3-100%$1.6K———
Gould Capital, LLC
N/A—2-2-100%$1.0K———
Horizon Investments, LLC
N/A—2-2-100%$1.0K———
Caitlin John, LLC
N/A—00—$4———
Showing 1522 of 1522 institutions