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Sanofi (SNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares9,597,228 from 10,627,088
Change-1,029,860 (-10%)
Value$395.7M (-$57.7M)
Filed 2026-11-06
Mondrian Investment Partners LTD
INCREASED
Shares5,652,139 from 5,522,564
Change+129,575 (+2%)
Value$233.0M (-$2.6M)
Filed 2026-10-23
Equity Investment Corp
INCREASED
Shares2,636,859 from 2,601,971
Change+34,888 (+1%)
Value$108.7M (-$2.3M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares2,240,199 from 2,128,391
Change+111,808 (+5%)
Value$92.4M (+$1.6M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares1,990,147 from 2,001,451
Change-11,304 (-1%)
Value$81.8M (-$4.0M)
Filed 2026-10-14
Barclays PLC
DECREASED
Shares1,573,455 from 2,683,902
Change-1,110,447 (-41%)
Value$64.9M (-$49.6M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares1,276,670 from 339,551
Change+937,119 (+276%)
Value$52.6M (+$38.2M)
Filed 2026-11-09
Todd Asset Management LLC
INCREASED
Shares681,878 from 674,143
Change+7,735 (+1%)
Value$28.1M (-$645.0K)
Filed 2026-10-27
Willis Investment Counsel
UNCHANGED
Shares602,300 from 602,300
Change0 (0%)
Value$24.8M (-$861.3K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares583,245 from 580,182
Change+3,063 (+1%)
Value$24.0M (-$703.4K)
Filed 2026-10-30
Pictet Asset Management Holding SA
DECREASED
Shares483,579 from 511,736
Change-28,157 (-5%)
Value$19.7M (-$2.5M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares471,176 from 450,438
Change+20,738 (+5%)
Value$19.4M (+$210.9K)
Filed 2026-11-02
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares443,390 from 443,390
Change0 (0%)
Value$18.3K (-$18.9M)
Filed 2026-11-10
Cullen Capital Management, LLC
DECREASED
Shares393,743 from 615,593
Change-221,850 (-36%)
Value$16.2M (-$10.0M)
Filed 2026-11-10
Grandfield & Dodd, LLC
INCREASED
Shares385,082 from 384,643
Change+439 (+0%)
Value$15.9M (-$531.9K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares349,625 from 336,168
Change+13,457 (+4%)
Value$14.4M (+$74.1K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares295,098 from 438,812
Change-143,714 (-33%)
Value$12.2M (-$6.6M)
Filed 2026-11-04
Foundation Resource Management Inc
DECREASED
Shares273,667 from 274,452
Change-785 (0%)
Value$11.3M (-$424.8K)
Filed 2026-10-19
Altrius Capital Management Inc
INCREASED
Shares254,678 from 238,747
Change+15,931 (+7%)
Value$10.5M (+$315.4K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares238,413 from 211,011
Change+27,402 (+13%)
Value$9.8M (+$828.0K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares215,365 from 219,429
Change-4,064 (-2%)
Value$8.8M (-$381.5K)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
DECREASED
Shares210,489 from 217,874
Change-7,385 (-3%)
Value$8.7M (-$616.0K)
Filed 2026-10-27
Geode Capital Management, LLC
DECREASED
Shares197,117 from 214,142
Change-17,025 (-8%)
Value$8.1M (-$1.0M)
Filed 2026-11-06
Guardian Partners Inc.
INCREASED
Shares182,393 from 181,975
Change+418 (+0%)
Value$7.5M (-$243.0K)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares180,633 from 124,599
Change+56,034 (+45%)
Value$7.4M (+$2.1M)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares164,036 from 87,157
Change+76,879 (+88%)
Value$6.8M (+$3.0M)
Filed 2026-11-06
Nicholas Company, Inc.
UNCHANGED
Shares146,520 from 146,520
Change0 (0%)
Value$6.0M (-$209.5K)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares145,079 from 128,789
Change+16,290 (+13%)
Value$6.0M (+$487.5K)
Filed 2026-11-03
TrueMark Investments, LLC
INCREASED
Shares145,057 from 125,869
Change+19,188 (+15%)
Value$6.0M (+$611.1K)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares144,657 from 130,032
Change+14,625 (+11%)
Value$6.0M (+$417.0K)
Filed 2026-10-28
Zions Bancorporation, National Association
DECREASED
Shares143,800 from 193,917
Change-50,117 (-26%)
Value$5.9M (-$2.3M)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares143,750 from 105,655
Change+38,095 (+36%)
Value$5.9M (+$1.4M)
Filed 2026-10-15
Squarepoint Ops LLC
INCREASED
Shares127,657 from 121,857
Change+5,800 (+5%)
Value$3.9M (+$112.9K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
INCREASED
Shares124,956 from 114,922
Change+10,034 (+9%)
Value$5.2M (+$249.4K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares115,625 from 110,651
Change+4,974 (+5%)
Value$4.8M (+$46.8K)
Filed 2026-11-06
Pzena Investment Management LLC
INCREASED
Shares113,396 from 25,302
Change+88,094 (+348%)
Value$4.7M (+$3.6M)
Filed 2026-10-30
Hantz Financial Services, Inc.
DECREASED
Shares111,234 from 112,308
Change-1,074 (-1%)
Value$4.6K (-$4.8M)
Filed 2026-11-09
Kornitzer Capital Management Inc
UNCHANGED
Shares110,062 from 110,062
Change0 (0%)
Value$4.5M (-$157.4K)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares103,460 from 94,605
Change+8,855 (+9%)
Value$4.3M (+$229.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares101,248 from 125,461
Change-24,213 (-19%)
Value$4.2M (-$1.2M)
Filed 2026-11-02
First Bank & Trust
INCREASED
Shares97,494 from 83,933
Change+13,561 (+16%)
Value$4.0M (+$439.1K)
Filed 2026-10-19
Sound Income Strategies, LLC
INCREASED
Shares92,404 from 90,957
Change+1,447 (+2%)
Value$3.7M (-$162.8K)
Filed 2026-10-09
Jefferies Financial Group Inc.
NEW
Shares90,116
Change+90,116
Value$7.4M
Filed 2026-11-05
Synergy Asset Management, LLC
DECREASED
Shares86,463 from 90,688
Change-4,225 (-5%)
Value$3.6M (-$303.9K)
Filed 2026-11-05
Cardinal Capital Management
INCREASED
Shares86,444 from 80,450
Change+5,994 (+7%)
Value$3.6M (+$132.1K)
Filed 2026-10-21
NewSquare Capital LLC
INCREASED
Shares86,360 from 84,503
Change+1,857 (+2%)
Value$3.6M (-$44.3K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
INCREASED
Shares81,376 from 81,342
Change+34 (+0%)
Value$3.4M (-$114.9K)
Filed 2026-10-14
American Assets Investment Management, LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$3.3M (-$114.4K)
Filed 2026-10-30
Catalyst Capital Advisors LLC
UNCHANGED
Shares79,028 from 79,028
Change0 (0%)
Value$3.3M (-$113.0K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares77,758 from 80,201
Change-2,443 (-3%)
Value$3.2M (-$215.4K)
Filed 2026-11-05
DCF Advisers, LLC
NEW
Shares75,000
Change+75,000
Value$3.1M
Filed 2026-11-04
Morguard Lincluden Global Investments Ltd
NEW
Shares74,502
Change+74,502
Value$3.1K
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares73,009 from 68,196
Change+4,813 (+7%)
Value$3.0M (+$100.9K)
Filed 2026-10-14
Raleigh Capital Management Inc.
INCREASED
Shares69,856 from 63,394
Change+6,462 (+10%)
Value$2.9M (+$175.8K)
Filed 2026-10-28
Waterfront Wealth Inc.
INCREASED
Shares67,060 from 60,460
Change+6,600 (+11%)
Value$2.8M (+$141.6K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares65,656 from 58,475
Change+7,181 (+12%)
Value$2.7M (+$212.4K)
Filed 2026-10-19
Russell Investments Group, Ltd.
DECREASED
Shares64,509 from 302,497
Change-237,988 (-79%)
Value$2.7M (-$10.2M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares63,417 from 102,210
Change-38,793 (-38%)
Value$2.6M (-$1.9M)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares60,459 from 138,739
Change-78,280 (-56%)
Value$2.5M (-$3.4M)
Filed 2026-11-02
Motco
DECREASED
Shares58,665 from 64,547
Change-5,882 (-9%)
Value$2.4M (-$334.8K)
Filed 2026-11-09
HighTower Advisors, LLC
DECREASED
Shares56,861 from 58,761
Change-1,900 (-3%)
Value$2.3M (-$162.4K)
Filed 2026-11-10
Vise Technologies, Inc.
INCREASED
Shares53,207 from 47,584
Change+5,623 (+12%)
Value$2.2M (+$163.8K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares51,117 from 46,110
Change+5,007 (+11%)
Value$2.1M (+$140.5K)
Filed 2026-10-26
Old Port Advisors
INCREASED
Shares48,915 from 48,080
Change+835 (+2%)
Value$2.0M (-$34.3K)
Filed 2026-10-23
Euro Pacific Asset Management, LLC
INCREASED
Shares46,121 from 45,868
Change+253 (+1%)
Value$1.9M (+$1.9M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares45,937 from 45,600
Change+337 (+1%)
Value$1.9K (-$1.9M)
Filed 2026-10-26
Walled Lake Planning & Wealth Management, LLC
NEW
Shares45,885
Change+45,885
Value$1.9M
Filed 2026-10-29
Ritholtz Wealth Management
INCREASED
Shares45,685 from 30,805
Change+14,880 (+48%)
Value$1.9M (+$569.5K)
Filed 2026-11-05
Glass Wealth Management Co LLC
INCREASED
Shares43,925 from 43,650
Change+275 (+1%)
Value$1.8M (-$51.1K)
Filed 2026-10-28
Augustine Asset Management Inc
DECREASED
Shares43,463 from 44,133
Change-670 (-2%)
Value$1.8M (-$90.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares42,824 from 44,598
Change-1,774 (-4%)
Value$1.8K (-$1.9M)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares40,754 from 40,738
Change+16 (+0%)
Value$1.7M (-$57.6K)
Filed 2026-11-06
China Universal Asset Management Co., Ltd.
INCREASED
Shares39,336 from 37,031
Change+2,305 (+6%)
Value$1.6M (+$22.8K)
Filed 2026-10-28
Cascade Investment Advisors, Inc.
DECREASED
Shares37,378 from 38,343
Change-965 (-3%)
Value$1.5M (-$94.6K)
Filed 2026-11-02
Stablepoint Partners, LLC
INCREASED
Shares37,107 from 33,442
Change+3,665 (+11%)
Value$1.5M (+$103.3K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares37,039 from 29,120
Change+7,919 (+27%)
Value$1.5M (+$284.9K)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares36,782 from 21,874
Change+14,908 (+68%)
Value$1.5M (+$583.4K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares36,116 from 39,668
Change-3,552 (-9%)
Value$1.5M (-$203.2K)
Filed 2026-10-28
Crossmark Global Holdings, Inc.
DECREASED
Shares35,629 from 40,788
Change-5,159 (-13%)
Value$1.5M (-$271.0K)
Filed 2026-10-21
Amundi
INCREASED
Shares34,843 from 8,940
Change+25,903 (+290%)
Value$1.4M (+$1.1M)
Filed 2026-11-06
denkapparat Operations GmbH
UNCHANGED
Shares34,572 from 34,572
Change0 (0%)
Value$1.4M (-$49.4K)
Filed 2026-11-09
Financial Solutions Advisory Group, Inc.
DECREASED
Shares34,031 from 36,624
Change-2,593 (-7%)
Value$1.4M (-$225.8K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares33,586 from 33,155
Change+431 (+1%)
Value$1.4M (-$29.7K)
Filed 2026-11-05
Fourpath Capital Management, LLC
INCREASED
Shares33,438 from 31,493
Change+1,945 (+6%)
Value$1.4M (+$35.2K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares33,115 from 32,723
Change+392 (+1%)
Value$1.4M (-$30.7K)
Filed 2026-10-26
Banco Santander, S.A.
INCREASED
Shares31,628 from 31,551
Change+77 (+0%)
Value$1.3M (-$41.9K)
Filed 2026-11-10
Keybank National Association
INCREASED
Shares31,335 from 31,247
Change+88 (+0%)
Value$1.3M (-$41.1K)
Filed 2026-11-04
ProVise Management Group, LLC
DECREASED
Shares30,980 from 120,829
Change-89,849 (-74%)
Value$1.3M (-$3.9M)
Filed 2026-11-06
Retirement Guys Formula LLC
NEW
Shares30,278
Change+30,278
Value$1.2M
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares29,885 from 25,833
Change+4,052 (+16%)
Value$1.2M (+$130.1K)
Filed 2026-10-22
Burford Brothers, Inc.
NEW
Shares28,953
Change+28,953
Value$1.2M
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares27,606 from 36,313
Change-8,707 (-24%)
Value$1.1M (-$412.0K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares27,533 from 21,461
Change+6,072 (+28%)
Value$1.1M (+$219.7K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares26,523 from 23,555
Change+2,968 (+13%)
Value$1.1M (+$42.1K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares26,447 from 27,838
Change-1,391 (-5%)
Value$1.1M (-$97.2K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares25,836 from 31,223
Change-5,387 (-17%)
Value$1.1M (-$266.7K)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares25,750 from 26,496
Change-746 (-3%)
Value$1.1M (-$68.6K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares25,115 from 28,737
Change-3,622 (-13%)
Value$1.0M (-$190.5K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares25,063
Change+25,063
Value$1.0M
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED
Shares23,560 from 23,535
Change+25 (+0%)
Value$971.4K (-$32.6K)
Filed 2026-10-30
Probity Advisors, Inc.
INCREASED
Shares22,641 from 22,198
Change+443 (+2%)
Value$933.5K (-$13.5K)
Filed 2026-10-23
Keystone Financial Planning, Inc.
UNCHANGED
Shares21,872 from 21,872
Change0 (0%)
Value$901.8K (-$31.3K)
Filed 2026-10-08
Jamison Private Wealth Management, Inc.
DECREASED
Shares21,792 from 24,003
Change-2,211 (-9%)
Value$898.5K (-$125.5K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares21,716 from 20,863
Change+853 (+4%)
Value$989 (+$83)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
DECREASED
Shares21,079 from 23,848
Change-2,769 (-12%)
Value$869.1K (-$148.3K)
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares20,079 from 16,279
Change+3,800 (+23%)
Value$827.9K (+$133.4K)
Filed 2026-10-23
Pavaki Capital Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$824.6K (-$28.6K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares19,387 from 23,781
Change-4,394 (-18%)
Value$799.3K (-$215.2K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares18,987 from 18,428
Change+559 (+3%)
Value$782.8K (-$3.3K)
Filed 2026-11-03
Regatta Capital Group, LLC
DECREASED
Shares18,718 from 18,955
Change-237 (-1%)
Value$771.7K (-$36.9K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares17,986 from 15,572
Change+2,414 (+16%)
Value$741.6K (+$77.2K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares17,958 from 13,468
Change+4,490 (+33%)
Value$740.4K (+$165.9K)
Filed 2026-11-09
EagleClaw Capital Managment, LLC
DECREASED
Shares17,875 from 45,410
Change-27,535 (-61%)
Value$737.0K (-$1.2M)
Filed 2026-11-06
GC Wealth Management RIA, LLC
DECREASED
Shares17,192 from 17,743
Change-551 (-3%)
Value$708.8K (-$48.1K)
Filed 2026-11-02
Peoples Bank
INCREASED
Shares16,488 from 16,375
Change+113 (+1%)
Value$679.8K (-$18.8K)
Filed 2026-10-09
R Squared Ltd
DECREASED
Shares16,443 from 17,447
Change-1,004 (-6%)
Value$677.9K (-$66.3K)
Filed 2026-11-06
Investors Research Corp
DECREASED
Shares16,143 from 16,468
Change-325 (-2%)
Value$665.6K (-$36.9K)
Filed 2026-10-07
Apollon Wealth Management, LLC
INCREASED
Shares16,103 from 14,138
Change+1,965 (+14%)
Value$663.9K (+$60.8K)
Filed 2026-10-23
Profund Advisors LLC
INCREASED
Shares16,097 from 14,364
Change+1,733 (+12%)
Value$663.7K (+$50.9K)
Filed 2026-10-29
AlphaCentric Advisors LLC
INCREASED
Shares15,345 from 14,590
Change+755 (+5%)
Value$632.7K (+$10.3K)
Filed 2026-11-03
Code Waechter LLC
INCREASED
Shares15,087 from 13,905
Change+1,182 (+9%)
Value$622.0K (+$28.9K)
Filed 2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares14,740 from 14,740
Change0 (0%)
Value$607.7K (-$21.1K)
Filed 2026-10-22
V-Square Quantitative Management LLC
DECREASED
Shares14,561 from 14,908
Change-347 (-2%)
Value$600.4K (-$35.6K)
Filed 2026-10-15
Keudell ison Wealth Management
INCREASED
Shares14,544 from 14,344
Change+200 (+1%)
Value$599.7K (-$12.3K)
Filed 2026-10-16
Inlet Private Wealth, LLC
INCREASED
Shares14,300 from 12,700
Change+1,600 (+13%)
Value$589.6K (+$47.8K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares14,298 from 16,148
Change-1,850 (-11%)
Value$589.5K (-$99.4K)
Filed 2026-10-28
Park Place Capital Corp
INCREASED
Shares13,935 from 13,474
Change+461 (+3%)
Value$574.5K (-$261)
Filed 2026-11-09
Chiron Capital Management, LLC
DECREASED
Shares13,802 from 15,102
Change-1,300 (-9%)
Value$569.1K (-$75.2K)
Filed 2026-10-15
Lantz Financial LLC
DECREASED
Shares13,583 from 14,278
Change-695 (-5%)
Value$560.0K (-$49.1K)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares13,530 from 16,025
Change-2,495 (-16%)
Value$557.8K (-$125.8K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,451 from 13,327
Change+124 (+1%)
Value$554.6K (-$24.2K)
Filed 2026-10-13
Asset One Wealth Management LLC
NEW
Shares13,185
Change+13,185
Value$543.6K
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares12,700 from 4,937
Change+7,763 (+157%)
Value$523.6K (+$313.0K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares12,661 from 12,554
Change+107 (+1%)
Value$522.0K (-$13.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares12,577 from 13,536
Change-959 (-7%)
Value$518.6K (-$58.9K)
Filed 2026-11-06
BKM Wealth Management, LLC
DECREASED
Shares12,418 from 14,026
Change-1,608 (-11%)
Value$512.0K (-$86.4K)
Filed 2026-10-22
GFS Advisors, LLC
INCREASED
Shares12,400 from 21
Change+12,379 (+58948%)
Value$511.0K (+$225.2K)
Filed 2026-11-03
Mezzasalma Advisors, LLC
DECREASED
Shares12,320 from 12,586
Change-266 (-2%)
Value$508.0K (-$29.0K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares12,297 from 14,085
Change-1,788 (-13%)
Value$507.0K (-$93.9K)
Filed 2026-10-19
Abel Hall, LLC
DECREASED
Shares12,219 from 17,821
Change-5,602 (-31%)
Value$503.8K (-$256.5K)
Filed 2026-10-19
IFG Advisory, LLC
DECREASED
Shares12,194 from 12,209
Change-15 (0%)
Value$502.8K (-$18.1K)
Filed 2026-11-09
Portside Wealth Group, LLC
INCREASED
Shares11,772 from 10,008
Change+1,764 (+18%)
Value$485.4K (+$58.4K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares11,736 from 11,853
Change-117 (-1%)
Value$483.9K (-$21.8K)
Filed 2026-10-16
Cohen Investment Advisors LLC
INCREASED
Shares11,600 from 11,064
Change+536 (+5%)
Value$478.3K (+$6.3K)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares11,098 from 10,192
Change+906 (+9%)
Value$457.6K (+$22.8K)
Filed 2026-10-21
Manske Wealth Management
INCREASED
Shares11,098 from 11,028
Change+70 (+1%)
Value$457.6K (-$12.9K)
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
DECREASED
Shares10,694 from 11,251
Change-557 (-5%)
Value$440.9K (-$39.1K)
Filed 2026-10-21
Courier Capital LLC
DECREASED
Shares10,668 from 10,758
Change-90 (-1%)
Value$439.8K (-$19.1K)
Filed 2026-10-19
Ignite Planners, LLC
NEW
Shares10,666
Change+10,666
Value$618.4K
Filed 2026-10-14
Advisortrust Partners, LLC
DECREASED
Shares10,658 from 10,694
Change-36 (0%)
Value$439.4K (-$16.8K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares10,497 from 10,051
Change+446 (+4%)
Value$432.8K (+$4.0K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares10,393 from 11,905
Change-1,512 (-13%)
Value$428.5K (-$79.4K)
Filed 2026-10-26
Navigation Group, LLC
INCREASED
Shares10,269 from 8,454
Change+1,815 (+21%)
Value$423.4K (+$62.7K)
Filed 2026-10-28
Ping Capital Management, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$412.3K (-$14.3K)
Filed 2026-10-13
Yousif Capital Management, LLC
DECREASED
Shares9,976 from 10,640
Change-664 (-6%)
Value$411.3K (-$42.6K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares9,666 from 9,233
Change+433 (+5%)
Value$412.4K (+$18.5K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares9,599 from 10,436
Change-837 (-8%)
Value$395.8K (-$49.4K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares9,553 from 10,323
Change-770 (-7%)
Value$393.9K (-$46.5K)
Filed 2026-11-05
Searle & Co.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$391.7K (-$13.6K)
Filed 2026-11-04
Argent Trust Co
DECREASED
Shares9,490 from 11,896
Change-2,406 (-20%)
Value$391.3K (-$116.2K)
Filed 2026-11-09
Colonial River Investments, LLC
DECREASED
Shares9,223 from 9,567
Change-344 (-4%)
Value$380.3K (-$27.9K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares9,007 from 9,307
Change-300 (-3%)
Value$371.4K (-$25.7K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares8,994 from 9,333
Change-339 (-4%)
Value$370.8K (-$27.3K)
Filed 2026-10-23
Versant Capital Management, Inc
DECREASED
Shares8,810 from 10,275
Change-1,465 (-14%)
Value$363.2K (-$75.1K)
Filed 2026-10-02
Parsons Capital Management Inc
DECREASED
Shares8,776 from 11,191
Change-2,415 (-22%)
Value$361.8K (-$115.6K)
Filed 2026-10-28
Ti-Trust, Inc
UNCHANGED
Shares8,733 from 8,733
Change0 (0%)
Value$360.1K (-$12.5K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
DECREASED
Shares8,719 from 9,445
Change-726 (-8%)
Value$341.1K (-$61.8K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares8,557 from 8,074
Change+483 (+6%)
Value$352.8K (+$8.4K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares8,538 from 9,744
Change-1,206 (-12%)
Value$352 (-$415.6K)
Filed 2026-10-22
Bessemer Group Inc
INCREASED
Shares8,532 from 7,188
Change+1,344 (+19%)
Value$351 (-$301.7K)
Filed 2026-11-09
Genesis Private Wealth, LLC
INCREASED
Shares8,426 from 7,644
Change+782 (+10%)
Value$347.4K (+$21.3K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares8,316 from 8,655
Change-339 (-4%)
Value$342.9K (-$26.4K)
Filed 2026-10-21
First City Capital Management, Inc.
DECREASED
Shares8,270 from 11,020
Change-2,750 (-25%)
Value$341.0K (-$129.1K)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares8,228 from 8,843
Change-615 (-7%)
Value$339.3K (-$38.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares8,223 from 9,285
Change-1,062 (-11%)
Value$331.3K (-$77.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares8,223 from 9,285
Change-1,062 (-11%)
Value$331.3K (-$77.2K)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
DECREASED
Shares8,163 from 8,630
Change-467 (-5%)
Value$336.8K (-$31.5K)
Filed 2026-11-09
Fiduciary Financial Group, LLC
DECREASED
Shares8,086 from 8,403
Change-317 (-4%)
Value$333.4K (-$25.1K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares7,950 from 5,302
Change+2,648 (+50%)
Value$327.8K (+$101.6K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
INCREASED
Shares7,926 from 7,776
Change+150 (+2%)
Value$326.8K (-$4.9K)
Filed 2026-10-20
J.M. Arbour, LLC
INCREASED
Shares7,828 from 7,019
Change+809 (+12%)
Value$322.7K (+$23.3K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares7,737 from 7,737
Change0 (0%)
Value$319.0K (-$11.1K)
Filed 2026-11-02
Kentucky Trust Co
UNCHANGED
Shares7,710 from 7,710
Change0 (0%)
Value$317.9K (-$11.0K)
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares7,607 from 40,983
Change-33,376 (-81%)
Value$297.6K (-$1.5M)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares7,565 from 7,565
Change0 (0%)
Value$311.9K (-$10.8K)
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares7,475 from 7,629
Change-154 (-2%)
Value$308.2K (-$17.3K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,443 from 7,567
Change-124 (-2%)
Value$306.9K (-$15.9K)
Filed 2026-10-20
Arista Wealth Management, LLC
INCREASED
Shares7,367 from 7,355
Change+12 (+0%)
Value$303.7K (-$10.0K)
Filed 2026-10-29
Net Worth Advisory Group
NEW
Shares7,279
Change+7,279
Value$296.0K
Filed 2026-10-20
Cherokee Insurance Co
UNCHANGED
Shares7,213 from 7,213
Change0 (0%)
Value$297.4K (-$10.3K)
Filed 2026-11-05
GF Fund Management Co. Ltd.
INCREASED
Shares7,202 from 5,180
Change+2,022 (+39%)
Value$296.9K (+$76.0K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
NEW
Shares7,054
Change+7,054
Value$290.8K
Filed 2026-10-13
Wynn Capital, LLC
DECREASED
Shares7,025 from 7,210
Change-185 (-3%)
Value$289.6K (-$17.9K)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
DECREASED
Shares6,966 from 8,000
Change-1,034 (-13%)
Value$287.2K (-$54.1K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares6,947 from 6,814
Change+133 (+2%)
Value$286.4K (-$4.3K)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares6,935 from 6,464
Change+471 (+7%)
Value$285.9K (+$10.2K)
Filed 2026-10-07
Sage Rhino Capital LLC
DECREASED
Shares6,883 from 7,084
Change-201 (-3%)
Value$283.8K (-$18.4K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares6,868 from 5,639
Change+1,229 (+22%)
Value$283.2K (+$42.6K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares6,852 from 6,156
Change+696 (+11%)
Value$282.5K (+$19.9K)
Filed 2026-10-29
Eagle Rock Investment Company, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$280.4K (-$9.7K)
Filed 2026-10-21
Gallacher Capital Management LLC
INCREASED
Shares6,777 from 6,375
Change+402 (+6%)
Value$279.4K (+$7.5K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
NEW
Shares6,625
Change+6,625
Value$273.1K
Filed 2026-11-03
International Assets Investment Management, LLC
NEW
Shares6,613
Change+6,613
Value$269.0K
Filed 2026-11-02
Focused Alpha, LLC
INCREASED
Shares6,553 from 6,272
Change+281 (+4%)
Value$270.2K (+$2.6K)
Filed 2026-10-20
Independent Financial Group, LLC
NEW
Shares6,514
Change+6,514
Value$268.6K
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares6,416 from 4,797
Change+1,619 (+34%)
Value$264.5K (+$59.9K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares6,412 from 6,093
Change+319 (+5%)
Value$264.4K (+$4.4K)
Filed 2026-10-13
BankPlus Trust Department
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$263.9K (-$9.2K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares6,347 from 5,936
Change+411 (+7%)
Value$281.4K (+$28.2K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares6,346 from 5,730
Change+616 (+11%)
Value$261.7K (+$17.2K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares6,291 from 5,816
Change+475 (+8%)
Value$259.2K (+$11.1K)
Filed 2026-10-30
E&G Advisors, LLC
DECREASED
Shares6,198 from 6,398
Change-200 (-3%)
Value$255.5K (-$17.4K)
Filed 2026-10-13
Cetera Trust Company, N.a
DECREASED
Shares6,185 from 6,910
Change-725 (-10%)
Value$255.0K (-$39.8K)
Filed 2026-11-09
StoneX Group Inc.
INCREASED
Shares6,155 from 4,884
Change+1,271 (+26%)
Value$264.8K (+$49.8K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares6,128 from 6,199
Change-71 (-1%)
Value$252.6K (-$11.8K)
Filed 2026-10-22
Pinnacle West Asset Management, Inc.
DECREASED
Shares6,125 from 6,350
Change-225 (-4%)
Value$253 (-$270.7K)
Filed 2026-11-09
Xponance LLC
INCREASED
Shares5,926 from 5,082
Change+844 (+17%)
Value$244.3K (+$27.5K)
Filed 2026-11-03
Alta Capital Management LLC/
DECREASED
Shares5,922 from 5,966
Change-44 (-1%)
Value$244.2K (-$10.3K)
Filed 2026-10-26
Natural Investments, LLC
DECREASED
Shares5,823 from 6,237
Change-414 (-7%)
Value$240.1K (-$25.9K)
Filed 2026-11-06
Old National Bancorp
DECREASED
Shares5,711 from 6,184
Change-473 (-8%)
Value$235.5K (-$28.3K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares5,685 from 5,244
Change+441 (+8%)
Value$234.4K (+$10.7K)
Filed 2026-11-02
Trust Co of Vermont
INCREASED
Shares5,679 from 4,967
Change+712 (+14%)
Value$234.1K (+$22.3K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares5,675 from 4,289
Change+1,386 (+32%)
Value$234.0K (+$51.0K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares5,635 from 6,068
Change-433 (-7%)
Value$232.3K (-$26.5K)
Filed 2026-11-05
Greenfield Seitz Capital Management, LLC
DECREASED
Shares5,595 from 7,193
Change-1,598 (-22%)
Value$230.7K (-$76.2K)
Filed 2026-10-29
Indivisible Partners
NEW
Shares5,548
Change+5,548
Value$228.7K
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares5,508
Change+5,508
Value$227.1K
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares5,486 from 8,425
Change-2,939 (-35%)
Value$226.2K (-$133.2K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares5,467 from 5,646
Change-179 (-3%)
Value$256.5K (+$14.9K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares5,408 from 5,256
Change+152 (+3%)
Value$223.0K (-$1.2K)
Filed 2026-11-05
FDx Advisors, Inc.
DECREASED
Shares5,361 from 5,911
Change-550 (-9%)
Value$221 (-$251.8K)
Filed 2026-11-09
Frank, Rimerman Advisors LLC
NEW
Shares5,312
Change+5,312
Value$219.0K
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares5,277 from 4,970
Change+307 (+6%)
Value$217.6K (+$5.6K)
Filed 2026-10-22
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares5,208 from 5,208
Change0 (0%)
Value$215 (-$221.8K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares5,205 from 4,637
Change+568 (+12%)
Value$214.6K (+$16.8K)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares5,161 from 5,934
Change-773 (-13%)
Value$212.8K (-$40.4K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares5,119
Change+5,119
Value$211.1K
Filed 2026-10-27
Coldstream Capital Management Inc
INCREASED
Shares5,115 from 4,728
Change+387 (+8%)
Value$210.9K (+$9.2K)
Filed 2026-11-09
Intrua Financial, LLC
INCREASED
Shares5,100 from 4,791
Change+309 (+6%)
Value$210.3K (+$5.9K)
Filed 2026-10-28
Grove Bank & Trust
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$206.2K (-$7.2K)
Filed 2026-10-08
Greenspring Advisors, LLC
NEW
Shares4,912
Change+4,912
Value$202.5K
Filed 2026-11-05
Kendall Capital Management
NEW
Shares4,910
Change+4,910
Value$202.4K
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares4,870 from 5,429
Change-559 (-10%)
Value$200.8K (-$30.8K)
Filed 2026-11-03
LVW Advisors, LLC
NEW
Shares4,865
Change+4,865
Value$200.6K
Filed 2026-10-19
Aberdeen Group plc
DECREASED
Shares4,313 from 471,254
Change-466,941 (-99%)
Value$362.2K (-$19.7M)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares4,072 from 4,072
Change0 (0%)
Value$167.9K (-$5.8K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares4,050 from 8,400
Change-4,350 (-52%)
Value$167.0K (-$191.4K)
Filed 2026-10-06
Hilltop National Bank
DECREASED
Shares3,858 from 9,572
Change-5,714 (-60%)
Value$159.1K (-$249.3K)
Filed 2026-10-14
Valley National Advisers Inc
DECREASED
Shares3,796 from 3,884
Change-88 (-2%)
Value$156.5K (-$9.2K)
Filed 2026-10-23
Geneos Wealth Management Inc.
DECREASED
Shares3,580 from 4,454
Change-874 (-20%)
Value$147.6K (-$42.4K)
Filed 2026-11-09
Hara Capital LLC
UNCHANGED
Shares3,388 from 3,388
Change0 (0%)
Value$139.7K (-$4.8K)
Filed 2026-10-30
Cromwell Holdings LLC
INCREASED
Shares3,262 from 3,128
Change+134 (+4%)
Value$134.5K (+$1.1K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares2,718 from 959
Change+1,759 (+183%)
Value$112.1K (+$71.2K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares2,505 from 782
Change+1,723 (+220%)
Value$103.3K (+$69.9K)
Filed 2026-11-05
J. R. Prunier Capital Management LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$97.3K (-$3.4K)
Filed 2026-11-09
Parkside Financial Bank & Trust
DECREASED
Shares2,351 from 2,443
Change-92 (-4%)
Value$96.9K (-$7.3K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares2,322 from 505
Change+1,817 (+360%)
Value$95.7K (+$74.2K)
Filed 2026-10-30
Manchester Capital Management LLC
INCREASED
Shares2,312 from 2,261
Change+51 (+2%)
Value$95.3K (-$1.1K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$92.5K (-$3.2K)
Filed 2026-10-23
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$84.5K (-$2.9K)
Filed 2026-10-08
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$76.2K (-$2.6K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares1,835 from 2,337
Change-502 (-21%)
Value$75.7K (-$24.0K)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$75.2K (-$2.6K)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares1,773 from 2,323
Change-550 (-24%)
Value$73.1K (-$26.0K)
Filed 2026-11-03
Salomon & Ludwin, LLC
INCREASED
Shares1,668 from 1,459
Change+209 (+14%)
Value$68.8K (+$8.0K)
Filed 2026-10-29
Caldwell Trust Co
DECREASED
Shares1,661 from 2,473
Change-812 (-33%)
Value$68.5K (-$37.0K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares1,541 from 657
Change+884 (+135%)
Value$63.6K (+$35.5K)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares1,427 from 1,431
Change-4 (0%)
Value$58.8K (-$2.2K)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$57.7K (-$2.0K)
Filed 2026-10-30
Bank & Trust Co
DECREASED
Shares1,313 from 1,555
Change-242 (-16%)
Value$54.1K (-$12.2K)
Filed 2026-10-07
Owl Creek Wealth Partners LLC
INCREASED
Shares1,304 from 1,084
Change+220 (+20%)
Value$53.8K (+$7.5K)
Filed 2026-10-20
Tsfg, LLC
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$50 (-$51.0K)
Filed 2026-10-23
Summit Securities Group LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$45.4K (-$1.6K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares1,065 from 1,457
Change-392 (-27%)
Value$43.9K (-$18.2K)
Filed 2026-11-09
Meramec Financial Planners, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$48.2K (+$3.1K)
Filed 2026-11-09
James T. Borello RIA
INCREASED
Shares1,016 from 1,013
Change+3 (+0%)
Value$41.9K (-$1.3K)
Filed 2026-10-16
Birch Financial Group, LLC
NEW
Shares1,004
Change+1,004
Value$41.4K
Filed 2026-10-27
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares943 from 521
Change+422 (+81%)
Value$38.9K (+$16.7K)
Filed 2026-11-09
Westside Investment Management, Inc.
INCREASED
Shares938 from 776
Change+162 (+21%)
Value$37.6K (+$4.5K)
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$38.6K (-$1.3K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED
Shares928 from 929
Change-1 (0%)
Value$38.3K (-$1.4K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares911 from 448
Change+463 (+103%)
Value$37.6K (+$18.4K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares857 from 203
Change+654 (+322%)
Value$35.3K (+$26.7K)
Filed 2026-10-29
Financial Consulate, Inc
INCREASED
Shares784 from 659
Change+125 (+19%)
Value$32.3K (+$4.2K)
Filed 2026-10-23
Cdkv Holdings LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$30.9K (-$1.1K)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$30.5K (-$1.1K)
Filed 2026-10-30
UMB Bank, n.a.
DECREASED
Shares711 from 978
Change-267 (-27%)
Value$29.3K (-$12.4K)
Filed 2026-11-06
Proathlete Wealth Management LLC
INCREASED
Shares708 from 88
Change+620 (+705%)
Value$29.2K (+$25.4K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares643
Change+643
Value$26.5K
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares641 from 595
Change+46 (+8%)
Value$26.4K (+$1.0K)
Filed 2026-10-28
Trust Co
DECREASED
Shares618 from 686
Change-68 (-10%)
Value$25.5K (-$3.8K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$22.3K (-$774)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares500
Change+500
Value$20.6K
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares457 from 249
Change+208 (+84%)
Value$18.8K (+$8.2K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$18.7K (-$650)
Filed 2026-10-05
First Bancorp, Inc
INCREASED
Shares445 from 400
Change+45 (+11%)
Value$18.3K (+$1.3K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares441 from 299
Change+142 (+47%)
Value$18.2K (+$5.4K)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares439 from 663
Change-224 (-34%)
Value$18.1K (-$10.2K)
Filed 2026-10-15
First Horizon Corp
DECREASED
Shares438 from 633
Change-195 (-31%)
Value$18.1K (-$8.9K)
Filed 2026-10-26
Redwood Park Advisors LLC
INCREASED
Shares429 from 140
Change+289 (+206%)
Value$17.7K (+$11.7K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares425 from 558
Change-133 (-24%)
Value$17.5K (-$6.3K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares424 from 74
Change+350 (+473%)
Value$17.5K (+$14.3K)
Filed 2026-11-05
Leonteq Securities AG
DECREASED
Shares418 from 835
Change-417 (-50%)
Value$17.2K (-$18.4K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
DECREASED
Shares417 from 455
Change-38 (-8%)
Value$17.2K (-$2.2K)
Filed 2026-11-05
True Wealth Design, LLC
DECREASED
Shares411 from 422
Change-11 (-3%)
Value$16.9K (-$1.1K)
Filed 2026-10-13
Global Trust Asset Management, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$15.7K (-$544)
Filed 2026-10-19
GHP Investment Advisors, Inc.
NEW
Shares374
Change+374
Value$15.4K
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares363
Change+363
Value$15.0K
Filed 2026-10-09
Coston, McIsaac & Partners
INCREASED
Shares334 from 105
Change+229 (+218%)
Value$13.8K (+$13.8K)
Filed 2026-11-06
Ares Financial Consulting, LLC
DECREASED
Shares321 from 394
Change-73 (-19%)
Value$13.2K (-$3.6K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$13.2K (-$457)
Filed 2026-11-06
Addison Advisors LLC
INCREASED
Shares318 from 74
Change+244 (+330%)
Value$13.1K (+$10.0K)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.4K (-$429)
Filed 2026-10-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$12.3K (-$428)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares258 from 194
Change+64 (+33%)
Value$10.6K (+$2.4K)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$10.5K (-$364)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares222
Change+222
Value$9.2K
Filed 2026-10-27
Financial Management Professionals, Inc.
INCREASED
Shares219 from 173
Change+46 (+27%)
Value$9.0K (+$1.6K)
Filed 2026-10-23
Essex Investment Management Co LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.2K (-$286)
Filed 2026-10-19
Bank of New Hampshire
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.2K (-$286)
Filed 2026-10-06
Peoples Financial Services Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.2K (-$286)
Filed 2026-10-20
WPG Advisers, LLC
DECREASED
Shares192 from 231
Change-39 (-17%)
Value$7.9K (-$1.9K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares190
Change+190
Value$7.8K
Filed 2026-10-19
City State Bank
NEW
Shares181
Change+181
Value$7.5K
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$7.2K (-$251)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares174 from 149
Change+25 (+17%)
Value$7.2K (+$818)
Filed 2026-10-20
CX Institutional
INCREASED
Shares168 from 100
Change+68 (+68%)
Value$7 (+$3)
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares163 from 159
Change+4 (+3%)
Value$6.7K (-$62)
Filed 2026-10-07
West Financial Advisors, LLC
NEW
Shares160
Change+160
Value$6.6K
Filed 2026-10-22
Tradewinds Capital Management, LLC
INCREASED
Shares150 from 70
Change+80 (+114%)
Value$6.2K (+$3.2K)
Filed 2026-10-23
Ascentis Independent Advisors
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$5.9K (-$206)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares140 from 175
Change-35 (-20%)
Value$5.8K (-$1.7K)
Filed 2026-11-03
Winch Advisory Services, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$5.0K (-$172)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.7K (-$165)
Filed 2026-11-02
Planning Strategies Inc.
NEW
Shares110
Change+110
Value$4.5K
Filed 2026-10-02
Evolution Wealth Management Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$4.5K (-$158)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$4.5K (-$157)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares108
Change+108
Value$4.5K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares108 from 103
Change+5 (+5%)
Value$4.5K (+$59)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares107 from 95
Change+12 (+13%)
Value$4.4K (+$359)
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.4K (-$153)
Filed 2026-11-04
Smithfield Trust Co
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$4 ($0)
Filed 2026-11-09
Caldwell Sutter Capital, Inc.
INCREASED
Shares100 from 50
Change+50 (+100%)
Value$4.1K (+$2.0K)
Filed 2026-11-09
Towne Trust Company, N.a
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$143)
Filed 2026-10-28
Financial Perspectives, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$143)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$143)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares95
Change+95
Value$3.9K
Filed 2026-10-26
Philadelphia Investment Partners, LLC
DECREASED
Shares95 from 151
Change-56 (-37%)
Value$3.9K (-$2.5K)
Filed 2026-11-09
Elyxium Wealth, LLC
NEW
Shares94
Change+94
Value$3.9K
Filed 2026-10-27
Kozak & Associates, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3.9K (+$56)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares90
Change+90
Value$3.7K
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$3.7K (-$128)
Filed 2026-10-15
Atlas Capital Advisors Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$4.7K (+$873)
Filed 2026-11-09
Harbor Asset Planning, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$3.5K (-$123)
Filed 2026-10-23
Lummis Asset Management, LP
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.3K (-$115)
Filed 2026-11-09
Ascentis Wealth Management, LLC
NEW
Shares78
Change+78
Value$3.2K
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares78 from 47
Change+31 (+66%)
Value$3.2K (+$1.2K)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.0K (-$103)
Filed 2026-10-29
Markowski Investments
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.0K (-$103)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.0K (-$103)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares69 from 11
Change+58 (+527%)
Value$2.8K (+$2.4K)
Filed 2026-10-29
Breakwater Investment Management
NEW
Shares64
Change+64
Value$2.6K
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares52
Change+52
Value$2.1K
Filed 2026-10-23
Bfsg, LLC
NEW
Shares49
Change+49
Value$2.0K
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.0K (-$70)
Filed 2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.0K (-$70)
Filed 2026-10-23
Strive Financial Group,LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.0K (-$69)
Filed 2026-11-09
Highland Investment Advisors LLC
INCREASED
Shares41 from 28
Change+13 (+46%)
Value$1.7K (+$496)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
NEW
Shares40
Change+40
Value$1.7K
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares38 from 16
Change+22 (+138%)
Value$1.6K (+$884)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.6K (-$54)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares34 from 33
Change+1 (+3%)
Value$1.4K (-$6)
Filed 2026-11-02
American Capital Advisory, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.3K (-$46)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.3K (-$44)
Filed 2026-10-16
Gold Investment Management Ltd.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (-$43)
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (-$43)
Filed 2026-10-01
Advocate Investing Services LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (-$43)
Filed 2026-10-26
Fairway Wealth LLC
NEW
Shares29
Change+29
Value$1.2K
Filed 2026-10-30
Godfrey Financial Associates, Inc.
DECREASED
Shares29 from 33
Change-4 (-12%)
Value$1.2K (-$212)
Filed 2026-11-10
MV Capital Management, Inc.
DECREASED
Shares28 from 42
Change-14 (-33%)
Value$1.2K (-$637)
Filed 2026-10-29
Navigoe, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Monetary Solutions, Ltd
INCREASED
Shares25 from 19
Change+6 (+32%)
Value$1.0K (+$220)
Filed 2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$783 (-$28)
Filed 2026-11-04
Bayban
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$768 ($0)
Filed 2026-11-05
Dogwood Wealth Management LLC
DECREASED
Shares11 from 64
Change-53 (-83%)
Value$454 (-$2.3K)
Filed 2026-11-09
Key Capital Management, Inc
NEW
Shares10
Change+10
Value$412
Filed 2026-11-03
Goodman Advisory Group, LLC
NEW
Shares10
Change+10
Value$412
Filed 2026-11-02
Gilpin Wealth Management, LLC
NEW
Shares9
Change+9
Value$372
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED
Shares8 from 40
Change-32 (-80%)
Value$330 (-$1.4K)
Filed 2026-11-04
Tidemark, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$330 (-$11)
Filed 2026-11-09
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$330 (-$11)
Filed 2026-10-16
Mosley Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$201 (-$12)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares3
Change+3
Value$124
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares3 from 14
Change-11 (-79%)
Value$124 (-$474)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares2 from 93
Change-91 (-98%)
Value$82 (-$3.9K)
Filed 2026-10-08
Oakworth Capital, Inc.
DECREASED
Shares1 from 20
Change-19 (-95%)
Value$41 (-$812)
Filed 2026-10-26
Picton Mahoney Asset Management
CLOSED
Shares0 from 170,000
Change-170,000 (-100%)
Value$0 (-$78.2K)
Filed 2026-11-09
Blume Capital Management, Inc.
CLOSED
Shares0 from 47,681
Change-47,681 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 42,289
Change-42,289 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
HF Advisory Group, LLC
CLOSED
Shares0 from 37,289
Change-37,289 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 33,400
Change-33,400 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Arjuna Capital
CLOSED
Shares0 from 33,241
Change-33,241 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Archford Capital Strategies, LLC
CLOSED
Shares0 from 33,227
Change-33,227 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 24,073
Change-24,073 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Viking Fund Management LLC
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$767.9K)
Filed 2026-10-14
Thrivent Financial for Lutherans
CLOSED
Shares0 from 17,899
Change-17,899 (-100%)
Value$0 (-$766.0K)
Filed 2026-11-05
Leisure Capital Management
CLOSED
Shares0 from 13,726
Change-13,726 (-100%)
Value$0 (-$585.6K)
Filed 2026-11-03
CenterStar Asset Management, LLC
CLOSED
Shares0 from 12,562
Change-12,562 (-100%)
Value$0 (-$535.8K)
Filed 2026-10-09
Cerro Pacific Wealth Advisors LLC
CLOSED
Shares0 from 11,855
Change-11,855 (-100%)
Value$0 (-$505.7K)
Filed 2026-10-22
Forza Wealth Management, LLC
CLOSED
Shares0 from 8,145
Change-8,145 (-100%)
Value$0 (-$347.5K)
Filed 2026-10-20
Sunpointe, LLC
CLOSED
Shares0 from 7,549
Change-7,549 (-100%)
Value$0 (-$322.0K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 5,752
Change-5,752 (-100%)
Value$0 (-$245.4K)
Filed 2026-11-03
Patten Group, Inc.
CLOSED
Shares0 from 5,643
Change-5,643 (-100%)
Value$0 (-$240.7K)
Filed 2026-10-26
Meridian Wealth Management, LLC
CLOSED
Shares0 from 5,615
Change-5,615 (-100%)
Value$0 (-$239.5K)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 5,501
Change-5,501 (-100%)
Value$0 (-$234.7K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 5,475
Change-5,475 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-21
Weatherly Asset Management L. P.
CLOSED
Shares0 from 5,403
Change-5,403 (-100%)
Value$0 (-$230.5K)
Filed 2026-10-20
Greenleaf Trust
CLOSED
Shares0 from 5,334
Change-5,334 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 5,325
Change-5,325 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-08
Personal CFO Solutions, LLC
CLOSED
Shares0 from 5,306
Change-5,306 (-100%)
Value$0 (-$226.4K)
Filed 2026-11-06
Beacon Bank & Trust
CLOSED
Shares0 from 4,987
Change-4,987 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-27
PDS Planning, Inc
CLOSED
Shares0 from 4,975
Change-4,975 (-100%)
Value$0 (-$212.2K)
Filed 2026-11-03
NIA Impact Advisors, LLC
CLOSED
Shares0 from 4,723
Change-4,723 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-04
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$132.2K)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 2,405
Change-2,405 (-100%)
Value$0 (-$102.6K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,239
Change-1,239 (-100%)
Value$0 (-$52.8K)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$27.7K)
Filed 2026-10-29
Wellington Grp LLC
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$23.4K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 362
Change-362 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-16
Whipplewood Advisors, LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-26
GoalVest Advisory LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-02
Quent Capital, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-09
Horizon Financial Services, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$982)
Filed 2026-10-09
Sunrise Financial Services, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$811)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$597)
Filed 2026-10-13
Southern Michigan Bank & Trust
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$384)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$170)
Filed 2026-10-30
Darwin Wealth Management, LLC
DECREASED
Shares0 from 2
Change-2 (-100%)
Value$20 (-$86)
Filed 2026-11-09
Dodge & COX
N/A
Shares— from 28,088,274
Change-28,088,274 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,702,527
Change-10,702,527 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,008,572
Change-8,008,572 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 6,798,961
Change-6,798,961 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,573,682
Change-6,573,682 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 4,136,417
Change-4,136,417 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,849,802
Change-3,849,802 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,844,844
Change-3,844,844 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,727,890
Change-3,727,890 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,678,422
Change-3,678,422 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,402,765
Change-3,402,765 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,273,820
Change-3,273,820 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,212,810
Change-3,212,810 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,170,755
Change-3,170,755 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,994,745
Change-2,994,745 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 2,680,973
Change-2,680,973 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 2,653,974
Change-2,653,974 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 2,405,640
Change-2,405,640 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,205,301
Change-2,205,301 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 2,112,012
Change-2,112,012 (-100%)
Value—
Vestal Point Capital, LP
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,936,502
Change-1,936,502 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,852,207
Change-1,852,207 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,835,859
Change-1,835,859 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,824,428
Change-1,824,428 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,693,442
Change-1,693,442 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,690,344
Change-1,690,344 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,677,399
Change-1,677,399 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,222,650
Change-1,222,650 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,095,251
Change-1,095,251 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 1,064,000
Change-1,064,000 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 877,020
Change-877,020 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 873,273
Change-873,273 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 820,078
Change-820,078 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 804,056
Change-804,056 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 771,821
Change-771,821 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 763,654
Change-763,654 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 696,331
Change-696,331 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 684,619
Change-684,619 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 637,703
Change-637,703 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 634,794
Change-634,794 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 608,746
Change-608,746 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 504,024
Change-504,024 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 479,078
Change-479,078 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 469,285
Change-469,285 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 455,290
Change-455,290 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 445,400
Change-445,400 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 416,308
Change-416,308 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 364,200
Change-364,200 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 360,443
Change-360,443 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 346,469
Change-346,469 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 338,674
Change-338,674 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 329,779
Change-329,779 (-100%)
Value—
Krensavage Asset Management, LLC
N/A
Shares— from 323,946
Change-323,946 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 307,977
Change-307,977 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 302,447
Change-302,447 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 291,601
Change-291,601 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 285,165
Change-285,165 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 280,472
Change-280,472 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 269,515
Change-269,515 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 266,372
Change-266,372 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 258,642
Change-258,642 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 258,125
Change-258,125 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 246,181
Change-246,181 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 235,126
Change-235,126 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 228,048
Change-228,048 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 223,048
Change-223,048 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 218,432
Change-218,432 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 208,841
Change-208,841 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 208,009
Change-208,009 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 206,873
Change-206,873 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 198,209
Change-198,209 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 195,567
Change-195,567 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 176,479
Change-176,479 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 165,289
Change-165,289 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 159,684
Change-159,684 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 159,361
Change-159,361 (-100%)
Value—
&partners
N/A
Shares— from 149,234
Change-149,234 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 143,292
Change-143,292 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 138,522
Change-138,522 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 132,378
Change-132,378 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 130,339
Change-130,339 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 125,869
Change-125,869 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 122,510
Change-122,510 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 115,761
Change-115,761 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 113,970
Change-113,970 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 99,844
Change-99,844 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 99,727
Change-99,727 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 97,640
Change-97,640 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 97,168
Change-97,168 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 94,951
Change-94,951 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 94,207
Change-94,207 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 89,489
Change-89,489 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 89,202
Change-89,202 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 86,842
Change-86,842 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 85,773
Change-85,773 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 85,413
Change-85,413 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 81,708
Change-81,708 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 79,091
Change-79,091 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 78,997
Change-78,997 (-100%)
Value—
Blair William & Co
N/A
Shares— from 78,850
Change-78,850 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 77,119
Change-77,119 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 75,597
Change-75,597 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 73,420
Change-73,420 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 67,824
Change-67,824 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 61,602
Change-61,602 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 60,025
Change-60,025 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 57,100
Change-57,100 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 56,555
Change-56,555 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 56,555
Change-56,555 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 54,377
Change-54,377 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 53,426
Change-53,426 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 52,949
Change-52,949 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 52,316
Change-52,316 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 51,572
Change-51,572 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 50,917
Change-50,917 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 49,939
Change-49,939 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 47,564
Change-47,564 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 47,034
Change-47,034 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 46,970
Change-46,970 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 46,489
Change-46,489 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 46,424
Change-46,424 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 45,215
Change-45,215 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 44,866
Change-44,866 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 44,233
Change-44,233 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 43,933
Change-43,933 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 43,343
Change-43,343 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 43,300
Change-43,300 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 43,138
Change-43,138 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 39,831
Change-39,831 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 39,723
Change-39,723 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 38,375
Change-38,375 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 38,067
Change-38,067 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 36,546
Change-36,546 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 35,515
Change-35,515 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,965
Change-34,965 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 34,504
Change-34,504 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 33,157
Change-33,157 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 33,051
Change-33,051 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 32,471
Change-32,471 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 30,929
Change-30,929 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 30,508
Change-30,508 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 28,290
Change-28,290 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 27,342
Change-27,342 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 27,159
Change-27,159 (-100%)
Value—
Stephens Inc
N/A
Shares— from 26,630
Change-26,630 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 26,351
Change-26,351 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 25,867
Change-25,867 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,469
Change-25,469 (-100%)
Value—
State Street Corp
N/A
Shares— from 24,276
Change-24,276 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 23,309
Change-23,309 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 23,224
Change-23,224 (-100%)
Value—
CSS LLC
N/A
Shares— from 22,970
Change-22,970 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 22,088
Change-22,088 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,071
Change-22,071 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,491
Change-21,491 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 21,105
Change-21,105 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,094
Change-21,094 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 20,715
Change-20,715 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 20,466
Change-20,466 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 19,416
Change-19,416 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 18,564
Change-18,564 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,059
Change-18,059 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 17,658
Change-17,658 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,564
Change-17,564 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 17,541
Change-17,541 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,911
Change-15,911 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 15,897
Change-15,897 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,620
Change-15,620 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 15,414
Change-15,414 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,375
Change-15,375 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 15,214
Change-15,214 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,188
Change-15,188 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,157
Change-15,157 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 15,140
Change-15,140 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,113
Change-15,113 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14,570
Change-14,570 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 14,392
Change-14,392 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 14,359
Change-14,359 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,635
Change-13,635 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 12,764
Change-12,764 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,660
Change-12,660 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,451
Change-12,451 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,922
Change-11,922 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,354
Change-11,354 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,296
Change-11,296 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,209
Change-11,209 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,442
Change-8,442 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 8,127
Change-8,127 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,572
Change-7,572 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 6,431
Change-6,431 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 549
Change-549 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 495
Change-495 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 483
Change-483 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 479
Change-479 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 280
Change-280 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 193
Change-193 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 138
Change-138 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 131
Change-131 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 42
Change-42 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 41
Change-41 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 15
Change-15 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
DECREASED9,597,22810,627,088-1,029,860-10%$453.4M$395.7M-$57.7M2026-11-06
Mondrian Investment Partners LTD
INCREASED5,652,1395,522,564+129,575+2%$235.6M$233.0M-$2.6M2026-10-23
Equity Investment Corp
INCREASED2,636,8592,601,971+34,888+1%$111.0M$108.7M-$2.3M2026-11-04
LPL Financial LLC
INCREASED2,240,1992,128,391+111,808+5%$90.8M$92.4M+$1.6M2026-11-06
Davenport & Co LLC
DECREASED1,990,1472,001,451-11,304-1%$85.8M$81.8M-$4.0M2026-10-14
Barclays PLC
DECREASED1,573,4552,683,902-1,110,447-41%$114.5M$64.9M-$49.6M2026-11-06
Bank of Montreal
INCREASED1,276,670339,551+937,119+276%$14.5M$52.6M+$38.2M2026-11-09
Todd Asset Management LLC
INCREASED681,878674,143+7,735+1%$28.8M$28.1M-$645.0K2026-10-27
Willis Investment Counsel
UNCHANGED602,300602,30000%$25.7M$24.8M-$861.3K2026-10-20
Truist Financial Corp
INCREASED583,245580,182+3,063+1%$24.8M$24.0M-$703.4K2026-10-30
Pictet Asset Management Holding SA
DECREASED483,579511,736-28,157-5%$22.2M$19.7M-$2.5M2026-11-03
Creative Planning
INCREASED471,176450,438+20,738+5%$19.2M$19.4M+$210.9K2026-11-02
Teachers Retirement System of the State of Kentucky
UNCHANGED443,390443,39000%$18.9M$18.3K-$18.9M2026-11-10
Cullen Capital Management, LLC
DECREASED393,743615,593-221,850-36%$26.3M$16.2M-$10.0M2026-11-10
Grandfield & Dodd, LLC
INCREASED385,082384,643+439+0%$16.4M$15.9M-$531.9K2026-10-29
Bank of New York Mellon Corp
INCREASED349,625336,168+13,457+4%$14.3M$14.4M+$74.1K2026-11-05
Citigroup Inc
DECREASED295,098438,812-143,714-33%$18.7M$12.2M-$6.6M2026-11-04
Foundation Resource Management Inc
DECREASED273,667274,452-7850%$11.7M$11.3M-$424.8K2026-10-19
Altrius Capital Management Inc
INCREASED254,678238,747+15,931+7%$10.2M$10.5M+$315.4K2026-11-05
Assetmark, Inc
INCREASED238,413211,011+27,402+13%$9.0M$9.8M+$828.0K2026-10-21
TD Waterhouse Canada Inc.
DECREASED215,365219,429-4,064-2%$9.1M$8.8M-$381.5K2026-10-16
Oppenheimer Asset Management Inc.
DECREASED210,489217,874-7,385-3%$9.3M$8.7M-$616.0K2026-10-27
Geode Capital Management, LLC
DECREASED197,117214,142-17,025-8%$9.1M$8.1M-$1.0M2026-11-06
Guardian Partners Inc.
INCREASED182,393181,975+418+0%$7.8M$7.5M-$243.0K2026-10-21
Dimensional Fund Advisors LP
INCREASED180,633124,599+56,034+45%$5.3M$7.4M+$2.1M2026-11-04
Savant Capital, LLC
INCREASED164,03687,157+76,879+88%$3.8M$6.8M+$3.0M2026-11-06
Nicholas Company, Inc.
UNCHANGED146,520146,52000%$6.3M$6.0M-$209.5K2026-11-05
Ethic Inc.
INCREASED145,079128,789+16,290+13%$5.5M$6.0M+$487.5K2026-11-03
TrueMark Investments, LLC
INCREASED145,057125,869+19,188+15%$5.4M$6.0M+$611.1K2026-11-05
TD Private Client Wealth LLC
INCREASED144,657130,032+14,625+11%$5.5M$6.0M+$417.0K2026-10-28
Zions Bancorporation, National Association
DECREASED143,800193,917-50,117-26%$8.3M$5.9M-$2.3M2026-11-06
Atria Investments, Inc
INCREASED143,750105,655+38,095+36%$4.5M$5.9M+$1.4M2026-10-15
Squarepoint Ops LLC
INCREASED127,657121,857+5,800+5%$3.8M$3.9M+$112.9K2026-11-09
PNC Financial Services Group, Inc.
INCREASED124,956114,922+10,034+9%$4.9M$5.2M+$249.4K2026-11-06
Merit Financial Group, LLC
INCREASED115,625110,651+4,974+5%$4.7M$4.8M+$46.8K2026-11-06
Pzena Investment Management LLC
INCREASED113,39625,302+88,094+348%$1.1M$4.7M+$3.6M2026-10-30
Hantz Financial Services, Inc.
DECREASED111,234112,308-1,074-1%$4.8M$4.6K-$4.8M2026-11-09
Kornitzer Capital Management Inc
UNCHANGED110,062110,06200%$4.7M$4.5M-$157.4K2026-11-03
CIBC Asset Management Inc
INCREASED103,46094,605+8,855+9%$4.0M$4.3M+$229.8K2026-11-05
Commonwealth Equity Services, LLC
DECREASED101,248125,461-24,213-19%$5.4M$4.2M-$1.2M2026-11-02
First Bank & Trust
INCREASED97,49483,933+13,561+16%$3.6M$4.0M+$439.1K2026-10-19
Sound Income Strategies, LLC
INCREASED92,40490,957+1,447+2%$3.9M$3.7M-$162.8K2026-10-09
Jefferies Financial Group Inc.
NEW90,116—+90,116——$7.4M—2026-11-05
Synergy Asset Management, LLC
DECREASED86,46390,688-4,225-5%$3.9M$3.6M-$303.9K2026-11-05
Cardinal Capital Management
INCREASED86,44480,450+5,994+7%$3.4M$3.6M+$132.1K2026-10-21
NewSquare Capital LLC
INCREASED86,36084,503+1,857+2%$3.6M$3.6M-$44.3K2026-11-06
Baker Ellis Asset Management LLC
INCREASED81,37681,342+34+0%$3.5M$3.4M-$114.9K2026-10-14
American Assets Investment Management, LLC
UNCHANGED80,00080,00000%$3.4M$3.3M-$114.4K2026-10-30
Catalyst Capital Advisors LLC
UNCHANGED79,02879,02800%$3.4M$3.3M-$113.0K2026-11-02
US Bancorp \de\
DECREASED77,75880,201-2,443-3%$3.4M$3.2M-$215.4K2026-11-05
DCF Advisers, LLC
NEW75,000—+75,000——$3.1M—2026-11-04
Morguard Lincluden Global Investments Ltd
NEW74,502—+74,502——$3.1K—2026-10-28
Fulton Bank, N.A.
INCREASED73,00968,196+4,813+7%$2.9M$3.0M+$100.9K2026-10-14
Raleigh Capital Management Inc.
INCREASED69,85663,394+6,462+10%$2.7M$2.9M+$175.8K2026-10-28
Waterfront Wealth Inc.
INCREASED67,06060,460+6,600+11%$2.6M$2.8M+$141.6K2026-11-03
CWA Asset Management Group, LLC
INCREASED65,65658,475+7,181+12%$2.5M$2.7M+$212.4K2026-10-19
Russell Investments Group, Ltd.
DECREASED64,509302,497-237,988-79%$12.9M$2.7M-$10.2M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED63,417102,210-38,793-38%$4.4M$2.6M-$1.9M2026-10-13
Kestra Advisory Services, LLC
DECREASED60,459138,739-78,280-56%$5.9M$2.5M-$3.4M2026-11-02
Motco
DECREASED58,66564,547-5,882-9%$2.8M$2.4M-$334.8K2026-11-09
HighTower Advisors, LLC
DECREASED56,86158,761-1,900-3%$2.5M$2.3M-$162.4K2026-11-10
Vise Technologies, Inc.
INCREASED53,20747,584+5,623+12%$2.0M$2.2M+$163.8K2026-10-29
Verdence Capital Advisors LLC
INCREASED51,11746,110+5,007+11%$2.0M$2.1M+$140.5K2026-10-26
Old Port Advisors
INCREASED48,91548,080+835+2%$2.1M$2.0M-$34.3K2026-10-23
Euro Pacific Asset Management, LLC
INCREASED46,12145,868+253+1%$142$1.9M+$1.9M2026-11-03
Park Avenue Securities LLC
INCREASED45,93745,600+337+1%$1.9M$1.9K-$1.9M2026-10-26
Walled Lake Planning & Wealth Management, LLC
NEW45,885—+45,885——$1.9M—2026-10-29
Ritholtz Wealth Management
INCREASED45,68530,805+14,880+48%$1.3M$1.9M+$569.5K2026-11-05
Glass Wealth Management Co LLC
INCREASED43,92543,650+275+1%$1.9M$1.8M-$51.1K2026-10-28
Augustine Asset Management Inc
DECREASED43,46344,133-670-2%$1.9M$1.8M-$90.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED42,82444,598-1,774-4%$1.9M$1.8K-$1.9M2026-11-02
Deutsche Bank Ag\
INCREASED40,75440,738+16+0%$1.7M$1.7M-$57.6K2026-11-06
China Universal Asset Management Co., Ltd.
INCREASED39,33637,031+2,305+6%$1.6M$1.6M+$22.8K2026-10-28
Cascade Investment Advisors, Inc.
DECREASED37,37838,343-965-3%$1.6M$1.5M-$94.6K2026-11-02
Stablepoint Partners, LLC
INCREASED37,10733,442+3,665+11%$1.4M$1.5M+$103.3K2026-11-03
Aaron Wealth Advisors LLC
INCREASED37,03929,120+7,919+27%$1.2M$1.5M+$284.9K2026-10-13
Imc-Chicago, LLC
INCREASED36,78221,874+14,908+68%$933.1K$1.5M+$583.4K2026-11-05
MGO One Seven LLC
DECREASED36,11639,668-3,552-9%$1.7M$1.5M-$203.2K2026-10-28
Crossmark Global Holdings, Inc.
DECREASED35,62940,788-5,159-13%$1.7M$1.5M-$271.0K2026-10-21
Amundi
INCREASED34,8438,940+25,903+290%$381.4K$1.4M+$1.1M2026-11-06
denkapparat Operations GmbH
UNCHANGED34,57234,57200%$1.5M$1.4M-$49.4K2026-11-09
Financial Solutions Advisory Group, Inc.
DECREASED34,03136,624-2,593-7%$1.6M$1.4M-$225.8K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED33,58633,155+431+1%$1.4M$1.4M-$29.7K2026-11-05
Fourpath Capital Management, LLC
INCREASED33,43831,493+1,945+6%$1.3M$1.4M+$35.2K2026-10-19
Lanark Financial, Inc.
INCREASED33,11532,723+392+1%$1.4M$1.4M-$30.7K2026-10-26
Banco Santander, S.A.
INCREASED31,62831,551+77+0%$1.3M$1.3M-$41.9K2026-11-10
Keybank National Association
INCREASED31,33531,247+88+0%$1.3M$1.3M-$41.1K2026-11-04
ProVise Management Group, LLC
DECREASED30,980120,829-89,849-74%$5.2M$1.3M-$3.9M2026-11-06
Retirement Guys Formula LLC
NEW30,278—+30,278——$1.2M—2026-10-26
Gibbs Wealth Management
INCREASED29,88525,833+4,052+16%$1.1M$1.2M+$130.1K2026-10-22
Burford Brothers, Inc.
NEW28,953—+28,953——$1.2M—2026-10-21
Farther Finance Advisors, LLC
DECREASED27,60636,313-8,707-24%$1.6M$1.1M-$412.0K2026-10-08
Fifth Third Bancorp
INCREASED27,53321,461+6,072+28%$915.5K$1.1M+$219.7K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED26,52323,555+2,968+13%$1.0M$1.1M+$42.1K2026-11-04
Clearstead Advisors, LLC
DECREASED26,44727,838-1,391-5%$1.2M$1.1M-$97.2K2026-11-06
Choreo, LLC
DECREASED25,83631,223-5,387-17%$1.3M$1.1M-$266.7K2026-10-28
Bailard, Inc.
DECREASED25,75026,496-746-3%$1.1M$1.1M-$68.6K2026-10-13
Signaturefd, LLC
DECREASED25,11528,737-3,622-13%$1.2M$1.0M-$190.5K2026-10-23
Leo Wealth, LLC
NEW25,063—+25,063——$1.0M—2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED23,56023,535+25+0%$1.0M$971.4K-$32.6K2026-10-30
Probity Advisors, Inc.
INCREASED22,64122,198+443+2%$947.0K$933.5K-$13.5K2026-10-23
Keystone Financial Planning, Inc.
UNCHANGED21,87221,87200%$933.1K$901.8K-$31.3K2026-10-08
Jamison Private Wealth Management, Inc.
DECREASED21,79224,003-2,211-9%$1.0M$898.5K-$125.5K2026-10-14
M Holdings Securities, Inc.
INCREASED21,71620,863+853+4%$906$989+$832026-11-03
Richard C. Young & Co., Ltd.
DECREASED21,07923,848-2,769-12%$1.0M$869.1K-$148.3K2026-11-04
Evergreen Capital Management LLC
INCREASED20,07916,279+3,800+23%$694.5K$827.9K+$133.4K2026-10-23
Pavaki Capital Management LLC
UNCHANGED20,00020,00000%$853.2K$824.6K-$28.6K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED19,38723,781-4,394-18%$1.0M$799.3K-$215.2K2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED18,98718,428+559+3%$786.1K$782.8K-$3.3K2026-11-03
Regatta Capital Group, LLC
DECREASED18,71818,955-237-1%$808.6K$771.7K-$36.9K2026-10-23
HB Wealth Management, LLC
INCREASED17,98615,572+2,414+16%$664.3K$741.6K+$77.2K2026-10-23
Compound Planning, Inc.
INCREASED17,95813,468+4,490+33%$574.5K$740.4K+$165.9K2026-11-09
EagleClaw Capital Managment, LLC
DECREASED17,87545,410-27,535-61%$1.9M$737.0K-$1.2M2026-11-06
GC Wealth Management RIA, LLC
DECREASED17,19217,743-551-3%$756.9K$708.8K-$48.1K2026-11-02
Peoples Bank
INCREASED16,48816,375+113+1%$698.6K$679.8K-$18.8K2026-10-09
R Squared Ltd
DECREASED16,44317,447-1,004-6%$744.3K$677.9K-$66.3K2026-11-06
Investors Research Corp
DECREASED16,14316,468-325-2%$702.5K$665.6K-$36.9K2026-10-07
Apollon Wealth Management, LLC
INCREASED16,10314,138+1,965+14%$603.1K$663.9K+$60.8K2026-10-23
Profund Advisors LLC
INCREASED16,09714,364+1,733+12%$612.8K$663.7K+$50.9K2026-10-29
AlphaCentric Advisors LLC
INCREASED15,34514,590+755+5%$622.4K$632.7K+$10.3K2026-11-03
Code Waechter LLC
INCREASED15,08713,905+1,182+9%$593.2K$622.0K+$28.9K2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED14,74014,74000%$628.8K$607.7K-$21.1K2026-10-22
V-Square Quantitative Management LLC
DECREASED14,56114,908-347-2%$636.0K$600.4K-$35.6K2026-10-15
Keudell ison Wealth Management
INCREASED14,54414,344+200+1%$611.9K$599.7K-$12.3K2026-10-16
Inlet Private Wealth, LLC
INCREASED14,30012,700+1,600+13%$541.8K$589.6K+$47.8K2026-10-21
D.A. Davidson & Co.
DECREASED14,29816,148-1,850-11%$688.9K$589.5K-$99.4K2026-10-28
Park Place Capital Corp
INCREASED13,93513,474+461+3%$574.8K$574.5K-$2612026-11-09
Chiron Capital Management, LLC
DECREASED13,80215,102-1,300-9%$644.3K$569.1K-$75.2K2026-10-15
Lantz Financial LLC
DECREASED13,58314,278-695-5%$609.1K$560.0K-$49.1K2026-10-15
Sterling Capital Management LLC
DECREASED13,53016,025-2,495-16%$683.6K$557.8K-$125.8K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED13,45113,327+124+1%$578.8K$554.6K-$24.2K2026-10-13
Asset One Wealth Management LLC
NEW13,185—+13,185——$543.6K—2026-11-02
Kathmere Capital Management, LLC
INCREASED12,7004,937+7,763+157%$210.6K$523.6K+$313.0K2026-10-20
Regions Financial Corp
INCREASED12,66112,554+107+1%$535.6K$522.0K-$13.5K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED12,57713,536-959-7%$577.4K$518.6K-$58.9K2026-11-06
BKM Wealth Management, LLC
DECREASED12,41814,026-1,608-11%$598.4K$512.0K-$86.4K2026-10-22
GFS Advisors, LLC
INCREASED12,40021+12,379+58948%$285.8K$511.0K+$225.2K2026-11-03
Mezzasalma Advisors, LLC
DECREASED12,32012,586-266-2%$536.9K$508.0K-$29.0K2026-10-14
Beacon Financial Group
DECREASED12,29714,085-1,788-13%$600.9K$507.0K-$93.9K2026-10-19
Abel Hall, LLC
DECREASED12,21917,821-5,602-31%$760.2K$503.8K-$256.5K2026-10-19
IFG Advisory, LLC
DECREASED12,19412,209-150%$520.8K$502.8K-$18.1K2026-11-09
Portside Wealth Group, LLC
INCREASED11,77210,008+1,764+18%$426.9K$485.4K+$58.4K2026-10-20
IFP Advisors, Inc
DECREASED11,73611,853-117-1%$505.6K$483.9K-$21.8K2026-10-16
Cohen Investment Advisors LLC
INCREASED11,60011,064+536+5%$472.0K$478.3K+$6.3K2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED11,09810,192+906+9%$434.8K$457.6K+$22.8K2026-10-21
Manske Wealth Management
INCREASED11,09811,028+70+1%$470.5K$457.6K-$12.9K2026-10-26
Legacy Capital Wealth Partners, LLC
DECREASED10,69411,251-557-5%$480.0K$440.9K-$39.1K2026-10-21
Courier Capital LLC
DECREASED10,66810,758-90-1%$458.9K$439.8K-$19.1K2026-10-19
Ignite Planners, LLC
NEW10,666—+10,666——$618.4K—2026-10-14
Advisortrust Partners, LLC
DECREASED10,65810,694-360%$456.2K$439.4K-$16.8K2026-11-02
Moors & Cabot, Inc.
INCREASED10,49710,051+446+4%$428.8K$432.8K+$4.0K2026-11-06
Oppenheimer & Co Inc
DECREASED10,39311,905-1,512-13%$507.9K$428.5K-$79.4K2026-10-26
Navigation Group, LLC
INCREASED10,2698,454+1,815+21%$360.7K$423.4K+$62.7K2026-10-28
Ping Capital Management, Inc.
UNCHANGED10,00010,00000%$426.6K$412.3K-$14.3K2026-10-13
Yousif Capital Management, LLC
DECREASED9,97610,640-664-6%$453.9K$411.3K-$42.6K2026-10-22
Allworth Financial LP
INCREASED9,6669,233+433+5%$393.9K$412.4K+$18.5K2026-11-06
Parallel Advisors, LLC
DECREASED9,59910,436-837-8%$445.2K$395.8K-$49.4K2026-11-03
Naples Global Advisors, LLC
DECREASED9,55310,323-770-7%$440.4K$393.9K-$46.5K2026-11-05
Searle & Co.
UNCHANGED9,5009,50000%$405.3K$391.7K-$13.6K2026-11-04
Argent Trust Co
DECREASED9,49011,896-2,406-20%$507.5K$391.3K-$116.2K2026-11-09
Colonial River Investments, LLC
DECREASED9,2239,567-344-4%$408.1K$380.3K-$27.9K2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED9,0079,307-300-3%$397.0K$371.4K-$25.7K2026-11-02
Sowell Financial Services LLC
DECREASED8,9949,333-339-4%$398.2K$370.8K-$27.3K2026-10-23
Versant Capital Management, Inc
DECREASED8,81010,275-1,465-14%$438.3K$363.2K-$75.1K2026-10-02
Parsons Capital Management Inc
DECREASED8,77611,191-2,415-22%$477.4K$361.8K-$115.6K2026-10-28
Ti-Trust, Inc
UNCHANGED8,7338,73300%$372.6K$360.1K-$12.5K2026-10-21
New Wave Wealth Advisors LLC
DECREASED8,7199,445-726-8%$402.9K$341.1K-$61.8K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED8,5578,074+483+6%$344.4K$352.8K+$8.4K2026-11-05
Wedbush Securities Inc
DECREASED8,5389,744-1,206-12%$416.0K$352-$415.6K2026-10-22
Bessemer Group Inc
INCREASED8,5327,188+1,344+19%$302.0K$351-$301.7K2026-11-09
Genesis Private Wealth, LLC
INCREASED8,4267,644+782+10%$326.1K$347.4K+$21.3K2026-11-02
Axxcess Wealth Management, LLC
DECREASED8,3168,655-339-4%$369.2K$342.9K-$26.4K2026-10-21
First City Capital Management, Inc.
DECREASED8,27011,020-2,750-25%$470.1K$341.0K-$129.1K2026-10-27
Pinnacle Associates LTD
DECREASED8,2288,843-615-7%$377.3K$339.3K-$38.0K2026-10-20
Diversify Wealth Management, LLC
DECREASED8,2239,285-1,062-11%$408.5K$331.3K-$77.2K2026-10-20
Diversify Advisory Services, LLC
DECREASED8,2239,285-1,062-11%$408.5K$331.3K-$77.2K2026-10-20
Great Valley Advisor Group, Inc.
DECREASED8,1638,630-467-5%$368.3K$336.8K-$31.5K2026-11-09
Fiduciary Financial Group, LLC
DECREASED8,0868,403-317-4%$358.5K$333.4K-$25.1K2026-10-13
Focus Financial Network, Inc.
INCREASED7,9505,302+2,648+50%$226.2K$327.8K+$101.6K2026-10-14
Jeppson Wealth Management, LLC
INCREASED7,9267,776+150+2%$331.7K$326.8K-$4.9K2026-10-20
J.M. Arbour, LLC
INCREASED7,8287,019+809+12%$299.4K$322.7K+$23.3K2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED7,7377,73700%$330.1K$319.0K-$11.1K2026-11-02
Kentucky Trust Co
UNCHANGED7,7107,71000%$328.9K$317.9K-$11.0K2026-10-15
Quadrant Capital Group LLC
DECREASED7,60740,983-33,376-81%$1.7M$297.6K-$1.5M2026-10-20
Laurel OAK Wealth Management, LLC
UNCHANGED7,5657,56500%$322.7K$311.9K-$10.8K2026-10-19
ProShare Advisors LLC
DECREASED7,4757,629-154-2%$325.5K$308.2K-$17.3K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED7,4437,567-124-2%$322.8K$306.9K-$15.9K2026-10-20
Arista Wealth Management, LLC
INCREASED7,3677,355+12+0%$313.8K$303.7K-$10.0K2026-10-29
Net Worth Advisory Group
NEW7,279—+7,279——$296.0K—2026-10-20
Cherokee Insurance Co
UNCHANGED7,2137,21300%$307.7K$297.4K-$10.3K2026-11-05
GF Fund Management Co. Ltd.
INCREASED7,2025,180+2,022+39%$221.0K$296.9K+$76.0K2026-10-26
Dynamic Advisor Solutions LLC
NEW7,054—+7,054——$290.8K—2026-10-13
Wynn Capital, LLC
DECREASED7,0257,210-185-3%$307.6K$289.6K-$17.9K2026-10-13
Paragon Private Wealth Management, LLC
DECREASED6,9668,000-1,034-13%$341.3K$287.2K-$54.1K2026-10-20
Private Trust Co NA
INCREASED6,9476,814+133+2%$290.7K$286.4K-$4.3K2026-10-20
Cooper Financial Group
INCREASED6,9356,464+471+7%$275.8K$285.9K+$10.2K2026-10-07
Sage Rhino Capital LLC
DECREASED6,8837,084-201-3%$302.2K$283.8K-$18.4K2026-10-28
RFG Advisory, LLC
INCREASED6,8685,639+1,229+22%$240.6K$283.2K+$42.6K2026-11-03
Trek Financial, LLC
INCREASED6,8526,156+696+11%$262.6K$282.5K+$19.9K2026-10-29
Eagle Rock Investment Company, LLC
UNCHANGED6,8006,80000%$290.1K$280.4K-$9.7K2026-10-21
Gallacher Capital Management LLC
INCREASED6,7776,375+402+6%$272.0K$279.4K+$7.5K2026-10-30
Almanack Investment Partners, Llc.
NEW6,625—+6,625——$273.1K—2026-11-03
International Assets Investment Management, LLC
NEW6,613—+6,613——$269.0K—2026-11-02
Focused Alpha, LLC
INCREASED6,5536,272+281+4%$267.6K$270.2K+$2.6K2026-10-20
Independent Financial Group, LLC
NEW6,514—+6,514——$268.6K—2026-10-13
Florida Trust Wealth Management Co
INCREASED6,4164,797+1,619+34%$204.6K$264.5K+$59.9K2026-11-05
Avior Wealth Management, LLC
INCREASED6,4126,093+319+5%$259.9K$264.4K+$4.4K2026-10-13
BankPlus Trust Department
UNCHANGED6,4006,40000%$273.0K$263.9K-$9.2K2026-11-06
Prospera Financial Services Inc
INCREASED6,3475,936+411+7%$253.2K$281.4K+$28.2K2026-11-04
Valeo Financial Advisors, LLC
INCREASED6,3465,730+616+11%$244.4K$261.7K+$17.2K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED6,2915,816+475+8%$248.1K$259.2K+$11.1K2026-10-30
E&G Advisors, LLC
DECREASED6,1986,398-200-3%$272.9K$255.5K-$17.4K2026-10-13
Cetera Trust Company, N.a
DECREASED6,1856,910-725-10%$294.8K$255.0K-$39.8K2026-11-09
StoneX Group Inc.
INCREASED6,1554,884+1,271+26%$215.0K$264.8K+$49.8K2026-11-03
Perigon Wealth Management, LLC
DECREASED6,1286,199-71-1%$264.4K$252.6K-$11.8K2026-10-22
Pinnacle West Asset Management, Inc.
DECREASED6,1256,350-225-4%$271.0K$253-$270.7K2026-11-09
Xponance LLC
INCREASED5,9265,082+844+17%$216.8K$244.3K+$27.5K2026-11-03
Alta Capital Management LLC/
DECREASED5,9225,966-44-1%$254.5K$244.2K-$10.3K2026-10-26
Natural Investments, LLC
DECREASED5,8236,237-414-7%$266.0K$240.1K-$25.9K2026-11-06
Old National Bancorp
DECREASED5,7116,184-473-8%$263.8K$235.5K-$28.3K2026-10-20
Lloyd Advisory Services, Llc.
INCREASED5,6855,244+441+8%$223.7K$234.4K+$10.7K2026-11-02
Trust Co of Vermont
INCREASED5,6794,967+712+14%$211.9K$234.1K+$22.3K2026-10-21
Gamma Investing LLC
INCREASED5,6754,289+1,386+32%$183.0K$234.0K+$51.0K2026-10-08
Central Trust Co
DECREASED5,6356,068-433-7%$258.9K$232.3K-$26.5K2026-11-05
Greenfield Seitz Capital Management, LLC
DECREASED5,5957,193-1,598-22%$306.9K$230.7K-$76.2K2026-10-29
Indivisible Partners
NEW5,548—+5,548——$228.7K—2026-10-26
First Affirmative Financial Network
NEW5,508—+5,508——$227.1K—2026-10-21
Mission Wealth Management, LP
DECREASED5,4868,425-2,939-35%$359.4K$226.2K-$133.2K2026-10-15
HBK Sorce Advisory LLC
DECREASED5,4675,646-179-3%$241.5K$256.5K+$14.9K2026-11-06
Jacobi Capital Management LLC
INCREASED5,4085,256+152+3%$224.2K$223.0K-$1.2K2026-11-05
FDx Advisors, Inc.
DECREASED5,3615,911-550-9%$252.0K$221-$251.8K2026-11-09
Frank, Rimerman Advisors LLC
NEW5,312—+5,312——$219.0K—2026-10-16
Sagespring Wealth Partners, LLC
INCREASED5,2774,970+307+6%$212.0K$217.6K+$5.6K2026-10-22
Analyst IMS Investment Management Services Ltd.
UNCHANGED5,2085,20800%$222.0K$215-$221.8K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED5,2054,637+568+12%$197.8K$214.6K+$16.8K2026-10-27
Lido Advisors, LLC
DECREASED5,1615,934-773-13%$253.2K$212.8K-$40.4K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW5,119—+5,119——$211.1K—2026-10-27
Coldstream Capital Management Inc
INCREASED5,1154,728+387+8%$201.7K$210.9K+$9.2K2026-11-09
Intrua Financial, LLC
INCREASED5,1004,791+309+6%$204.4K$210.3K+$5.9K2026-10-28
Grove Bank & Trust
UNCHANGED5,0005,00000%$213.3K$206.2K-$7.2K2026-10-08
Greenspring Advisors, LLC
NEW4,912—+4,912——$202.5K—2026-11-05
Kendall Capital Management
NEW4,910—+4,910——$202.4K—2026-10-23
HUB Investment Partners, LLC
DECREASED4,8705,429-559-10%$231.6K$200.8K-$30.8K2026-11-03
LVW Advisors, LLC
NEW4,865—+4,865——$200.6K—2026-10-19
Aberdeen Group plc
DECREASED4,313471,254-466,941-99%$20.1M$362.2K-$19.7M2026-11-06
Archer Investment Corp
UNCHANGED4,0724,07200%$173.7K$167.9K-$5.8K2026-11-05
Central Pacific Bank - Trust Division
DECREASED4,0508,400-4,350-52%$358.3K$167.0K-$191.4K2026-10-06
Hilltop National Bank
DECREASED3,8589,572-5,714-60%$408.3K$159.1K-$249.3K2026-10-14
Valley National Advisers Inc
DECREASED3,7963,884-88-2%$165.7K$156.5K-$9.2K2026-10-23
Geneos Wealth Management Inc.
DECREASED3,5804,454-874-20%$190.0K$147.6K-$42.4K2026-11-09
Hara Capital LLC
UNCHANGED3,3883,38800%$144.5K$139.7K-$4.8K2026-10-30
Cromwell Holdings LLC
INCREASED3,2623,128+134+4%$133.4K$134.5K+$1.1K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED2,718959+1,759+183%$40.9K$112.1K+$71.2K2026-11-04
First Command Advisory Services, Inc.
INCREASED2,505782+1,723+220%$33.4K$103.3K+$69.9K2026-11-05
J. R. Prunier Capital Management LLC
UNCHANGED2,3602,36000%$100.7K$97.3K-$3.4K2026-11-09
Parkside Financial Bank & Trust
DECREASED2,3512,443-92-4%$104.2K$96.9K-$7.3K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED2,322505+1,817+360%$21.5K$95.7K+$74.2K2026-10-30
Manchester Capital Management LLC
INCREASED2,3122,261+51+2%$96.5K$95.3K-$1.1K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED2,2432,24300%$95.7K$92.5K-$3.2K2026-10-23
Quintet Private Bank (Europe) S.A.
UNCHANGED2,0502,05000%$87.5K$84.5K-$2.9K2026-10-08
Indiana Trust & Investment Management Co
UNCHANGED1,8481,84800%$78.8K$76.2K-$2.6K2026-10-22
Cullen T Bankers, Inc.
DECREASED1,8352,337-502-21%$99.7K$75.7K-$24.0K2026-10-28
Spire Wealth Management
UNCHANGED1,8231,82300%$77.8K$75.2K-$2.6K2026-10-30
Jnba Financial Advisors
DECREASED1,7732,323-550-24%$99.1K$73.1K-$26.0K2026-11-03
Salomon & Ludwin, LLC
INCREASED1,6681,459+209+14%$60.7K$68.8K+$8.0K2026-10-29
Caldwell Trust Co
DECREASED1,6612,473-812-33%$105.5K$68.5K-$37.0K2026-10-30
Larson Financial Group LLC
INCREASED1,541657+884+135%$28.0K$63.6K+$35.5K2026-11-05
Mather Group, Llc.
DECREASED1,4271,431-40%$61.0K$58.8K-$2.2K2026-10-14
Costello Asset Management, Inc
UNCHANGED1,4001,40000%$59.7K$57.7K-$2.0K2026-10-30
Bank & Trust Co
DECREASED1,3131,555-242-16%$66.3K$54.1K-$12.2K2026-10-07
Owl Creek Wealth Partners LLC
INCREASED1,3041,084+220+20%$46.2K$53.8K+$7.5K2026-10-20
Tsfg, LLC
UNCHANGED1,2071,20700%$51.0K$50-$51.0K2026-10-23
Summit Securities Group LLC
UNCHANGED1,1001,10000%$46.9K$45.4K-$1.6K2026-11-05
Harbour Investments, Inc.
DECREASED1,0651,457-392-27%$62.1K$43.9K-$18.2K2026-11-09
Meramec Financial Planners, LLC
UNCHANGED1,0251,02500%$45.1K$48.2K+$3.1K2026-11-09
James T. Borello RIA
INCREASED1,0161,013+3+0%$43.2K$41.9K-$1.3K2026-10-16
Birch Financial Group, LLC
NEW1,004—+1,004——$41.4K—2026-10-27
Migdal Insurance & Financial Holdings Ltd.
INCREASED943521+422+81%$22.2K$38.9K+$16.7K2026-11-09
Westside Investment Management, Inc.
INCREASED938776+162+21%$33.1K$37.6K+$4.5K2026-11-02
Montag A & Associates Inc
UNCHANGED93593500%$39.9K$38.6K-$1.3K2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED928929-10%$39.6K$38.3K-$1.4K2026-10-23
Financial Network Wealth Advisors LLC
INCREASED911448+463+103%$19.1K$37.6K+$18.4K2026-10-28
Signature Equity Partners, LLC
INCREASED857203+654+322%$8.7K$35.3K+$26.7K2026-10-29
Financial Consulate, Inc
INCREASED784659+125+19%$28.1K$32.3K+$4.2K2026-10-23
Cdkv Holdings LLC
UNCHANGED75075000%$32.0K$30.9K-$1.1K2026-10-28
MTM Investment Management, LLC
UNCHANGED74074000%$31.6K$30.5K-$1.1K2026-10-30
UMB Bank, n.a.
DECREASED711978-267-27%$41.7K$29.3K-$12.4K2026-11-06
Proathlete Wealth Management LLC
INCREASED70888+620+705%$3.8K$29.2K+$25.4K2026-10-15
Root Financial Partners, LLC
NEW643—+643——$26.5K—2026-10-21
Buck Wealth Strategies, LLC
INCREASED641595+46+8%$25.4K$26.4K+$1.0K2026-10-28
Trust Co
DECREASED618686-68-10%$29.3K$25.5K-$3.8K2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED54154100%$23.1K$22.3K-$7742026-10-21
Heritage Family Offices, LLP
NEW500—+500——$20.6K—2026-11-02
Nisa Investment Advisors, LLC
INCREASED457249+208+84%$10.6K$18.8K+$8.2K2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED45445400%$19.4K$18.7K-$6502026-10-05
First Bancorp, Inc
INCREASED445400+45+11%$17.1K$18.3K+$1.3K2026-10-26
SJS Investment Consulting Inc.
INCREASED441299+142+47%$12.8K$18.2K+$5.4K2026-10-26
Blue Trust, Inc.
DECREASED439663-224-34%$28.3K$18.1K-$10.2K2026-10-15
First Horizon Corp
DECREASED438633-195-31%$27.0K$18.1K-$8.9K2026-10-26
Redwood Park Advisors LLC
INCREASED429140+289+206%$6.0K$17.7K+$11.7K2026-11-02
Cape Investment Advisory, Inc.
DECREASED425558-133-24%$23.8K$17.5K-$6.3K2026-10-13
Rossby Financial, LCC
INCREASED42474+350+473%$3.2K$17.5K+$14.3K2026-11-05
Leonteq Securities AG
DECREASED418835-417-50%$35.6K$17.2K-$18.4K2026-10-29
Silver Grove Financial Group, Inc.
DECREASED417455-38-8%$19.4K$17.2K-$2.2K2026-11-05
True Wealth Design, LLC
DECREASED411422-11-3%$18.0K$16.9K-$1.1K2026-10-13
Global Trust Asset Management, LLC
UNCHANGED38038000%$16.2K$15.7K-$5442026-10-19
GHP Investment Advisors, Inc.
NEW374—+374——$15.4K—2026-10-15
GK Wealth Management LLC
NEW363—+363——$15.0K—2026-10-09
Coston, McIsaac & Partners
INCREASED334105+229+218%$4$13.8K+$13.8K2026-11-06
Ares Financial Consulting, LLC
DECREASED321394-73-19%$16.8K$13.2K-$3.6K2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED32032000%$13.7K$13.2K-$4572026-11-06
Addison Advisors LLC
INCREASED31874+244+330%$3.2K$13.1K+$10.0K2026-11-06
Eastern Bank
UNCHANGED30030000%$12.8K$12.4K-$4292026-10-05
DiNuzzo Private Wealth, Inc.
UNCHANGED29929900%$12.8K$12.3K-$4282026-10-16
Physician Wealth Advisors, Inc.
INCREASED258194+64+33%$8.3K$10.6K+$2.4K2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED25525500%$10.9K$10.5K-$3642026-10-27
William Mack & Associates, Inc.
NEW222—+222——$9.2K—2026-10-27
Financial Management Professionals, Inc.
INCREASED219173+46+27%$7.4K$9.0K+$1.6K2026-10-23
Essex Investment Management Co LLC
UNCHANGED20020000%$8.5K$8.2K-$2862026-10-19
Bank of New Hampshire
UNCHANGED20020000%$8.5K$8.2K-$2862026-10-06
Peoples Financial Services Corp.
UNCHANGED20020000%$8.5K$8.2K-$2862026-10-20
WPG Advisers, LLC
DECREASED192231-39-17%$9.9K$7.9K-$1.9K2026-10-27
UMB Private Wealth Management, LLC
NEW190—+190——$7.8K—2026-10-19
City State Bank
NEW181—+181——$7.5K—2026-10-20
Trust Co of Toledo NA
UNCHANGED17517500%$7.5K$7.2K-$2512026-10-16
Atlantic Edge Private Wealth Management, LLC
INCREASED174149+25+17%$6.4K$7.2K+$8182026-10-20
CX Institutional
INCREASED168100+68+68%$4$7+$32026-10-02
Retirement Wealth Solutions LLC
INCREASED163159+4+3%$6.8K$6.7K-$622026-10-07
West Financial Advisors, LLC
NEW160—+160——$6.6K—2026-10-22
Tradewinds Capital Management, LLC
INCREASED15070+80+114%$3.0K$6.2K+$3.2K2026-10-23
Ascentis Independent Advisors
UNCHANGED14414400%$6.1K$5.9K-$2062026-11-03
JFS Wealth Advisors, LLC
DECREASED140175-35-20%$7.5K$5.8K-$1.7K2026-11-03
Winch Advisory Services, LLC
UNCHANGED12112100%$5.2K$5.0K-$1722026-11-06
Key FInancial Inc
UNCHANGED11511500%$4.9K$4.7K-$1652026-11-02
Planning Strategies Inc.
NEW110—+110——$4.5K—2026-10-02
Evolution Wealth Management Inc.
UNCHANGED11011000%$4.7K$4.5K-$1582026-10-28
Compass Financial Management LLC
UNCHANGED10910900%$4.7K$4.5K-$1572026-10-30
Latitude Advisors, LLC
NEW108—+108——$4.5K—2026-10-27
Triumph Capital Management
INCREASED108103+5+5%$4.4K$4.5K+$592026-10-14
Highline Wealth Partners LLC
INCREASED10795+12+13%$4.1K$4.4K+$3592026-10-19
Creative Financial Designs Inc
UNCHANGED10710700%$4.6K$4.4K-$1532026-11-04
Smithfield Trust Co
UNCHANGED10310300%$4$4$02026-11-09
Caldwell Sutter Capital, Inc.
INCREASED10050+50+100%$2.1K$4.1K+$2.0K2026-11-09
Towne Trust Company, N.a
UNCHANGED10010000%$4.3K$4.1K-$1432026-10-28
Financial Perspectives, Inc
UNCHANGED10010000%$4.3K$4.1K-$1432026-11-03
Pflug Koory, LLC
UNCHANGED10010000%$4.3K$4.1K-$1432026-10-26
Center for Financial Planning, Inc.
NEW95—+95——$3.9K—2026-10-26
Philadelphia Investment Partners, LLC
DECREASED95151-56-37%$6.4K$3.9K-$2.5K2026-11-09
Elyxium Wealth, LLC
NEW94—+94——$3.9K—2026-10-27
Kozak & Associates, Inc.
UNCHANGED929200%$3.8K$3.9K+$562026-10-29
Next Level Wealth Planning, LLC
NEW90—+90——$3.7K—2026-10-29
Nfsg Corp
UNCHANGED909000%$3.8K$3.7K-$1282026-10-15
Atlas Capital Advisors Inc.
UNCHANGED898900%$3.8K$4.7K+$8732026-11-09
Harbor Asset Planning, Inc.
UNCHANGED868600%$3.7K$3.5K-$1232026-10-23
Lummis Asset Management, LP
UNCHANGED808000%$3.4K$3.3K-$1152026-11-09
Ascentis Wealth Management, LLC
NEW78—+78——$3.2K—2026-11-03
North Star Investment Management Corp.
INCREASED7847+31+66%$2.0K$3.2K+$1.2K2026-10-27
Hoey Investments, Inc
UNCHANGED727200%$3.1K$3.0K-$1032026-10-29
Markowski Investments
UNCHANGED727200%$3.1K$3.0K-$1032026-10-30
Princeton Global Asset Management LLC
UNCHANGED727200%$3.1K$3.0K-$1032026-10-21
Bell Investment Advisors, Inc
INCREASED6911+58+527%$470$2.8K+$2.4K2026-10-29
Breakwater Investment Management
NEW64—+64——$2.6K—2026-10-20
Canton Hathaway, LLC
NEW52—+52——$2.1K—2026-10-23
Bfsg, LLC
NEW49—+49——$2.0K—2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED494900%$2.1K$2.0K-$702026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED494900%$2.1K$2.0K-$702026-10-23
Strive Financial Group,LLC
UNCHANGED484800%$2.0K$2.0K-$692026-11-09
Highland Investment Advisors LLC
INCREASED4128+13+46%$1.2K$1.7K+$4962026-11-09
Acumen Wealth Advisors, LLC
NEW40—+40——$1.7K—2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED3816+22+138%$683$1.6K+$8842026-10-27
Arlington Trust Co LLC
UNCHANGED383800%$1.6K$1.6K-$542026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED3433+1+3%$1.4K$1.4K-$62026-11-02
American Capital Advisory, LLC
UNCHANGED323200%$1.4K$1.3K-$462026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED313100%$1.3K$1.3K-$442026-10-16
Gold Investment Management Ltd.
UNCHANGED303000%$1.3K$1.2K-$432026-10-19
Coastline Trust Co
UNCHANGED303000%$1.3K$1.2K-$432026-10-01
Advocate Investing Services LLC
UNCHANGED303000%$1.3K$1.2K-$432026-10-26
Fairway Wealth LLC
NEW29—+29——$1.2K—2026-10-30
Godfrey Financial Associates, Inc.
DECREASED2933-4-12%$1.4K$1.2K-$2122026-11-10
MV Capital Management, Inc.
DECREASED2842-14-33%$1.8K$1.2K-$6372026-10-29
Navigoe, LLC
UNCHANGED282800%$1$1$02026-11-04
Monetary Solutions, Ltd
INCREASED2519+6+32%$811$1.0K+$2202026-10-22
Elevated Capital Advisors, LLC
UNCHANGED191900%$811$783-$282026-11-04
Bayban
UNCHANGED181800%$768$768$02026-11-05
Dogwood Wealth Management LLC
DECREASED1164-53-83%$2.7K$454-$2.3K2026-11-09
Key Capital Management, Inc
NEW10—+10——$412—2026-11-03
Goodman Advisory Group, LLC
NEW10—+10——$412—2026-11-02
Gilpin Wealth Management, LLC
NEW9—+9——$372—2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED840-32-80%$1.7K$330-$1.4K2026-11-04
Tidemark, LLC
UNCHANGED8800%$341$330-$112026-11-09
Pension & Wealth Management Advisors, Inc.
UNCHANGED8800%$341$330-$112026-10-16
Mosley Wealth Management
UNCHANGED5500%$213$201-$122026-10-16
Nova Financial LLC
NEW3—+3——$124—2026-11-04
Asset Dedication, LLC
DECREASED314-11-79%$598$124-$4742026-11-03
CoreCap Advisors, LLC
DECREASED293-91-98%$4.0K$82-$3.9K2026-10-08
Oakworth Capital, Inc.
DECREASED120-19-95%$853$41-$8122026-10-26
Picton Mahoney Asset Management
CLOSED0170,000-170,000-100%$78.2K$0-$78.2K2026-11-09
Blume Capital Management, Inc.
CLOSED047,681-47,681-100%$2.0M$0-$2.0M2026-10-26
Great Lakes Retirement, Inc.
CLOSED042,289-42,289-100%$1.8M$0-$1.8M2026-10-26
HF Advisory Group, LLC
CLOSED037,289-37,289-100%$1.6M$0-$1.6M2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED033,400-33,400-100%$1.4M$0-$1.4M2026-11-04
Arjuna Capital
CLOSED033,241-33,241-100%$1.4M$0-$1.4M2026-11-03
Archford Capital Strategies, LLC
CLOSED033,227-33,227-100%$1.4M$0-$1.4M2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED024,073-24,073-100%$1.0M$0-$1.0M2026-10-16
Viking Fund Management LLC
CLOSED018,000-18,000-100%$767.9K$0-$767.9K2026-10-14
Thrivent Financial for Lutherans
CLOSED017,899-17,899-100%$766.0K$0-$766.0K2026-11-05
Leisure Capital Management
CLOSED013,726-13,726-100%$585.6K$0-$585.6K2026-11-03
CenterStar Asset Management, LLC
CLOSED012,562-12,562-100%$535.8K$0-$535.8K2026-10-09
Cerro Pacific Wealth Advisors LLC
CLOSED011,855-11,855-100%$505.7K$0-$505.7K2026-10-22
Forza Wealth Management, LLC
CLOSED08,145-8,145-100%$347.5K$0-$347.5K2026-10-20
Sunpointe, LLC
CLOSED07,549-7,549-100%$322.0K$0-$322.0K2026-10-22
Ashton Thomas Private Wealth, LLC
CLOSED05,752-5,752-100%$245.4K$0-$245.4K2026-11-03
Patten Group, Inc.
CLOSED05,643-5,643-100%$240.7K$0-$240.7K2026-10-26
Meridian Wealth Management, LLC
CLOSED05,615-5,615-100%$239.5K$0-$239.5K2026-11-05
Johnson Financial Group, LLC
CLOSED05,501-5,501-100%$234.7K$0-$234.7K2026-11-03
SeaCrest Wealth Management, LLC
CLOSED05,475-5,475-100%$233.6K$0-$233.6K2026-10-21
Weatherly Asset Management L. P.
CLOSED05,403-5,403-100%$230.5K$0-$230.5K2026-10-20
Greenleaf Trust
CLOSED05,334-5,334-100%$227.5K$0-$227.5K2026-10-29
Avidian Wealth Enterprises, LLC
CLOSED05,325-5,325-100%$227.2K$0-$227.2K2026-10-08
Personal CFO Solutions, LLC
CLOSED05,306-5,306-100%$226.4K$0-$226.4K2026-11-06
Beacon Bank & Trust
CLOSED04,987-4,987-100%$212.7K$0-$212.7K2026-10-27
PDS Planning, Inc
CLOSED04,975-4,975-100%$212.2K$0-$212.2K2026-11-03
NIA Impact Advisors, LLC
CLOSED04,723-4,723-100%$201.5K$0-$201.5K2026-11-04
Paradigm Asset Management Co LLC
CLOSED03,100-3,100-100%$132.2K$0-$132.2K2026-11-05
Knights of Columbus Asset Advisors LLC
CLOSED02,405-2,405-100%$102.6K$0-$102.6K2026-11-05
Institute for Wealth Management, Llc.
CLOSED01,239-1,239-100%$52.8K$0-$52.8K2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0650-650-100%$27.7K$0-$27.7K2026-10-29
Wellington Grp LLC
CLOSED0486-486-100%$23.4K$0-$23.4K2026-11-06
Robinswood Financial LLC
CLOSED0432-432-100%$18.4K$0-$18.4K2026-10-20
Salem Investment Counselors Inc
CLOSED0362-362-100%$15.4K$0-$15.4K2026-10-13
Cornerstone Planning Group LLC
CLOSED0220-220-100%$9.6K$0-$9.6K2026-10-16
Whipplewood Advisors, LLC
CLOSED0105-105-100%$4.5K$0-$4.5K2026-10-20
MCF Advisors LLC
CLOSED0101-101-100%$4.3K$0-$4.3K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED096-96-100%$4.1K$0-$4.1K2026-10-26
GoalVest Advisory LLC
CLOSED065-65-100%$2.8K$0-$2.8K2026-10-02
Quent Capital, LLC
CLOSED057-57-100%$2.4K$0-$2.4K2026-11-09
Horizon Financial Services, LLC
CLOSED031-31-100%$1.3K$0-$1.3K2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED026-26-100%$1.1K$0-$1.1K2026-10-16
Armstrong Advisory Group, Inc
CLOSED023-23-100%$982$0-$9822026-10-09
Sunrise Financial Services, LLC
CLOSED019-19-100%$811$0-$8112026-10-21
Gill Capital Partners, LLC
CLOSED014-14-100%$597$0-$5972026-10-13
Southern Michigan Bank & Trust
CLOSED09-9-100%$384$0-$3842026-10-19
Smallwood Wealth Investment Management, LLC
CLOSED04-4-100%$170$0-$1702026-10-30
Darwin Wealth Management, LLC
DECREASED02-2-100%$106$20-$862026-11-09
Dodge & COX
N/A—28,088,274-28,088,274-100%$1.2B———
Morgan Stanley
N/A—10,702,527-10,702,527-100%$456.6M———
Bank of America Corp
N/A—8,008,572-8,008,572-100%$341.6M———
Invesco Ltd.
N/A—6,798,961-6,798,961-100%$290.0M———
JPMorgan Chase & Co
N/A—6,573,682-6,573,682-100%$285.5M———
Brandes Investment Partners, LP
N/A—4,136,417-4,136,417-100%$176.5M———
Federated Hermes, Inc.
N/A—3,849,802-3,849,802-100%$164.2M———
Boston Partners
N/A—3,844,844-3,844,844-100%$164.0M———
Millennium Management LLC
N/A—3,727,890-3,727,890-100%$159.0M———
FMR LLC
N/A—3,678,422-3,678,422-100%$156.9M———
Envestnet Asset Management Inc
N/A—3,402,765-3,402,765-100%$145.2M———
Wells Fargo & Company
N/A—3,273,820-3,273,820-100%$139.7M———
Raymond James Financial Inc
N/A—3,212,810-3,212,810-100%$137.1M———
Royal Bank of Canada
N/A—3,170,755-3,170,755-100%$135.3M———
Goldman Sachs Group Inc
N/A—2,994,745-2,994,745-100%$127.8M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—2,680,973-2,680,973-100%$114.4M———
Regal Partners Ltd
N/A—2,653,974-2,653,974-100%$113.2M———
Balyasny Asset Management L.P.
N/A—2,405,640-2,405,640-100%$102.6M———
American Century Companies Inc
N/A—2,205,301-2,205,301-100%$94.1M———
Alyeska Investment Group, L.P.
N/A—2,112,012-2,112,012-100%$90.1M———
Vestal Point Capital, LP
N/A—2,000,000-2,000,000-100%$85.3M———
BlackRock, Inc.
N/A—1,936,502-1,936,502-100%$82.6M———
Citadel Advisors LLC
N/A—1,852,207-1,852,207-100%$79.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,835,859-1,835,859-100%$78.3M———
Victory Capital Management Inc
N/A—1,824,428-1,824,428-100%$77.8M———
UBS Group AG
N/A—1,693,442-1,693,442-100%$72.2M———
Northern Trust Corp
N/A—1,690,344-1,690,344-100%$72.1M———
Capital Research Global Investors
N/A—1,677,399-1,677,399-100%$71.6M———
Manning & Napier Advisors LLC
N/A—1,222,650-1,222,650-100%$53.1M———
Ameriprise Financial Inc
N/A—1,095,251-1,095,251-100%$46.7M———
Armistice Capital, LLC
N/A—1,064,000-1,064,000-100%$45.4M———
Van Eck Associates Corp
N/A—877,020-877,020-100%$37.4M———
Federation des caisses Desjardins du Quebec
N/A—873,273-873,273-100%$37.3M———
Point72 Asset Management, L.P.
N/A—820,078-820,078-100%$35.0M———
Causeway Capital Management LLC
N/A—804,056-804,056-100%$34.3M———
Stifel Financial Corp
N/A—771,821-771,821-100%$32.9M———
First Trust Advisors LP
N/A—763,654-763,654-100%$32.6M———
Newport Trust Company, LLC
N/A—696,331-696,331-100%$29.7M———
Natixis Advisors, LLC
N/A—684,619-684,619-100%$29.2M———
Susquehanna International Group, LLP
N/A—637,703-637,703-100%$27.2M———
Qube Research & Technologies Ltd
N/A—634,794-634,794-100%$27.1M———
Jones Financial Companies Lllp
N/A—608,746-608,746-100%$26.1M———
Managed Asset Portfolios, LLC
N/A—504,024-504,024-100%$21.5M———
CIBC World Market Inc.
N/A—479,078-479,078-100%$20.4M———
Brown Advisory Inc
N/A—469,285-469,285-100%$20.0M———
M&T Bank Corp
N/A—455,290-455,290-100%$19.4M———
Jupiter Topco LLC
N/A—445,400-445,400-100%$19.0M———
Nuveen, LLC
N/A—416,308-416,308-100%$17.8M———
Sio Capital Management, LLC
N/A—364,200-364,200-100%$15.5M———
CSM Advisors, LLC
N/A—360,443-360,443-100%$15.4M———
Becker Capital Management Inc
N/A—346,469-346,469-100%$14.8M———
SEI Investments Co
N/A—338,674-338,674-100%$14.4M———
Moore Capital Management, LP
N/A—329,779-329,779-100%$14.1M———
Krensavage Asset Management, LLC
N/A—323,946-323,946-100%$13.8M———
Charles Schwab Investment Management Inc
N/A—307,977-307,977-100%$13.1M———
Vident Advisory, LLC
N/A—302,447-302,447-100%$12.9M———
National Bank of Canada
N/A—291,601-291,601-100%$12.4M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—285,165-285,165-100%$12.2M———
Janney Montgomery Scott LLC
N/A—280,472-280,472-100%$12.0M———
Sphera Funds Management Ltd.
N/A—269,515-269,515-100%$11.5M———
Cetera Investment Advisers
N/A—266,372-266,372-100%$11.4M———
Logan Capital Management Inc
N/A—258,642-258,642-100%$11.0M———
Quantinno Capital Management LP
N/A—258,125-258,125-100%$11.0M———
AQR Capital Management LLC
N/A—246,181-246,181-100%$10.5M———
Easterly Investment Partners LLC
N/A—235,126-235,126-100%$10.0M———
Jane Street Group, LLC
N/A—228,048-228,048-100%$9.7M———
MML Investors Services, LLC
N/A—223,048-223,048-100%$9.5M———
Beacon Pointe Advisors, LLC
N/A—218,432-218,432-100%$9.3M———
Goodman Financial Corp
N/A—208,841-208,841-100%$8.9M———
Rockefeller Capital Management L.P.
N/A—208,009-208,009-100%$8.9M———
Bridgewater Associates, LP
N/A—206,873-206,873-100%$8.8M———
Old Mission Capital LLC
N/A—198,209-198,209-100%$8.5M———
Tocqueville Asset Management L.P.
N/A—195,567-195,567-100%$8.3M———
Franklin Resources Inc
N/A—176,479-176,479-100%$7.5M———
Tidal Investments LLC
N/A—165,289-165,289-100%$7.1M———
Pathstone Holdings, LLC
N/A—159,684-159,684-100%$6.8M———
Bleakley Financial Group, LLC
N/A—159,361-159,361-100%$6.8M———
&partners
N/A—149,234-149,234-100%$6.4M———
Baird Financial Group, Inc.
N/A—143,292-143,292-100%$6.1M———
QRG Capital Management, Inc.
N/A—138,522-138,522-100%$5.9M———
Guardian Capital LP
N/A—132,378-132,378-100%$5.6M———
Callan Family Office, LLC
N/A—130,339-130,339-100%$5.6M———
Opal Capital LLC
N/A—125,869-125,869-100%$5.4M———
Cerity Partners LLC
N/A—122,510-122,510-100%$5.2M———
Optiver Holding B.V.
N/A—115,761-115,761-100%$4.9M———
HRT Financial LP
N/A—113,970-113,970-100%$4.9M———
Sanctuary Advisors, LLC
N/A—99,844-99,844-100%$4.3M———
Thomasville National Bank
N/A—99,727-99,727-100%$4.3M———
GQG Partners LLC
N/A—97,640-97,640-100%$4.2M———
Primecap Management Co
N/A—97,168-97,168-100%$4.1M———
Mariner, LLC
N/A—94,951-94,951-100%$4.1M———
Northwest Bancshares, Inc.
N/A—94,207-94,207-100%$4.0M———
Voleon Capital Management LP
N/A—89,489-89,489-100%$3.8M———
O'shaughnessy Asset Management, LLC
N/A—89,202-89,202-100%$3.8M———
Vestmark Advisory Solutions, Inc.
N/A—86,842-86,842-100%$3.7M———
Providence Capital Advisors, LLC
N/A—85,773-85,773-100%$3.7M———
Renaissance Group LLC
N/A—85,413-85,413-100%$3.6M———
NewEdge Wealth, LLC
N/A—81,708-81,708-100%$3.5M———
Schroder Investment Management Group
N/A—79,091-79,091-100%$3.4M———
Captrust Financial Advisors
N/A—78,997-78,997-100%$3.4M———
Blair William & Co
N/A—78,850-78,850-100%$3.4M———
World Investment Advisors
N/A—77,119-77,119-100%$3.7M———
Osaic Holdings, Inc.
N/A—75,597-75,597-100%$3.2M———
Manhattan West Asset Management, LLC
N/A—73,420-73,420-100%$3.1M———
Mercer Global Advisors Inc
N/A—67,824-67,824-100%$2.9M———
Verition Fund Management LLC
N/A—65,000-65,000-100%$2.8M———
Benjamin Edwards Inc
N/A—61,602-61,602-100%$2.6M———
Quadrature Capital Ltd
N/A—60,025-60,025-100%$2.6M———
Adar1 Capital Management, LLC
N/A—57,100-57,100-100%$2.4M———
Stelac Advisory Services LLC
N/A—56,555-56,555-100%$2.4M———
SSA Swiss Advisors AG
N/A—56,555-56,555-100%$2.4M———
Price T Rowe Associates Inc
N/A—54,377-54,377-100%$2.3M———
Envestnet Portfolio Solutions, Inc.
N/A—53,426-53,426-100%$2.3M———
Campbell & Co Investment Adviser LLC
N/A—52,949-52,949-100%$2.3M———
Palouse Capital Management, Inc.
N/A—52,316-52,316-100%$2.2M———
Maverick Capital LTD
N/A—51,572-51,572-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—50,917-50,917-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—49,939-49,939-100%$2.1M———
Vanguard Personalized Indexing Management, LLC
N/A—47,564-47,564-100%$2.0M———
Strategic Global Advisors, LLC
N/A—47,034-47,034-100%$2.1M———
Boothbay Fund Management, LLC
N/A—46,970-46,970-100%$2.0M———
NewEdge Advisors, LLC
N/A—46,489-46,489-100%$2.0M———
Neuberger Berman Group LLC
N/A—46,424-46,424-100%$2.0M———
MidFirst Bank
N/A—45,215-45,215-100%$1.9M———
Focus Partners Wealth
N/A—44,866-44,866-100%$1.9M———
United Capital Financial Advisors, LLC
N/A—44,233-44,233-100%$1.9M———
Rhumbline Advisers
N/A—43,933-43,933-100%$1.9M———
44 Wealth Management LLC
N/A—43,343-43,343-100%$1.8M———
Harvest Portfolios Group Inc.
N/A—43,300-43,300-100%$1.8M———
BTC Capital Management, Inc.
N/A—43,138-43,138-100%$1.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—39,831-39,831-100%$1.7M———
Graham Capital Management, L.P.
N/A—39,723-39,723-100%$1.7M———
Advisory Services Network, LLC
N/A—38,375-38,375-100%$1.6M———
Kennedy Capital Management LLC
N/A—38,067-38,067-100%$1.6M———
Jain Global LLC
N/A—36,546-36,546-100%$1.6M———
Advisors Asset Management, Inc.
N/A—35,515-35,515-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—34,965-34,965-100%$1.5M———
AE Wealth Management LLC
N/A—34,504-34,504-100%$1.5M———
Storgate, LLC
N/A—33,157-33,157-100%$1.4M———
Walleye Capital LLC
N/A—33,051-33,051-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—32,471-32,471-100%$1.4M———
Massachusetts Financial Services Co
N/A—30,929-30,929-100%$1.3M———
UBS Asset Management Americas LLC
N/A—30,508-30,508-100%$1.3M———
FSB Premier Wealth Management, Inc.
N/A—28,290-28,290-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—27,342-27,342-100%$1.2M———
Caprock Group, LLC
N/A—27,159-27,159-100%$1.2M———
Stephens Inc
N/A—26,630-26,630-100%$1.1M———
Evolve Private Wealth, LLC
N/A—26,351-26,351-100%$1.1M———
Strategic Investment Advisors / MI
N/A—25,867-25,867-100%$1.1M———
Arax Advisory Partners
N/A—25,469-25,469-100%$1.1M———
State Street Corp
N/A—24,276-24,276-100%$1.0M———
Intrust Bank NA
N/A—23,309-23,309-100%$994.4K———
Ballentine Partners, LLC
N/A—23,224-23,224-100%$990.7K———
CSS LLC
N/A—22,970-22,970-100%$979.9K———
Virtu Financial LLC
N/A—22,088-22,088-100%$942.0K———
Arkadios Wealth Advisors
N/A—22,071-22,071-100%$941.5K———
Global Retirement Partners, LLC
N/A—21,491-21,491-100%$916.8K———
ClearAlpha Technologies LP
N/A—21,105-21,105-100%$900.3K———
Snowden Capital Advisors LLC
N/A—21,094-21,094-100%$899.9K———
Smartleaf Asset Management LLC
N/A—20,715-20,715-100%$899.7K———
Banco de Sabadell, S.a
N/A—20,466-20,466-100%$875.0K———
Aviso Financial Inc.
N/A—19,416-19,416-100%$828.3K———
Tower Research Capital LLC (TRC)
N/A—18,564-18,564-100%$791.9K———
GTS Securities LLC
N/A—18,059-18,059-100%$770.4K———
Principal Securities, Inc.
N/A—18,034-18,034-100%$769.3K———
Arrowstreet Capital, Limited Partnership
N/A—17,713-17,713-100%$755.6K———
Qtron Investments LLC
N/A—17,658-17,658-100%$753.3K———
GeoWealth Management, LLC
N/A—17,564-17,564-100%$749.3K———
Wealth Alliance, LLC
N/A—17,541-17,541-100%$748.3K———
MAI Capital Management
N/A—15,911-15,911-100%$678.7K———
Schonfeld Strategic Advisors LLC
N/A—15,897-15,897-100%$678.2K———
IEQ Capital, LLC
N/A—15,620-15,620-100%$666.3K———
Bank of Hawaii
N/A—15,414-15,414-100%$657.6K———
Summit Trail Advisors, LLC
N/A—15,375-15,375-100%$655.9K———
Composition Wealth, LLC
N/A—15,214-15,214-100%$649.0K———
SG Americas Securities, LLC
N/A—15,188-15,188-100%$648.0K———
Stratos Wealth Partners, Ltd.
N/A—15,157-15,157-100%$646.6K———
Ingalls & Snyder LLC
N/A—15,140-15,140-100%$646.0K———
Regal Investment Advisors LLC
N/A—15,113-15,113-100%$644.7K———
Persistent Asset Partners Ltd
N/A—14,750-14,750-100%$629.2K———
Transamerica Financial Advisors, LLC
N/A—14,570-14,570-100%$621.6K———
Voya Financial Advisors, Inc.
N/A—14,392-14,392-100%$625.1K———
Aigen Investment Management, LP
N/A—14,359-14,359-100%$612.6K———
Evelyn Partners Group Ltd
N/A—14,233-14,233-100%$607.2K———
Dorsey & Whitney Trust Co LLC
N/A—13,635-13,635-100%$581.7K———
Glenmede Trust Co NA
N/A—12,969-12,969-100%$553.3K———
Ellevest, Inc.
N/A—12,764-12,764-100%$547.5K———
GSA Capital Partners LLP
N/A—12,660-12,660-100%$540.0K———
Waverly Advisors, LLC
N/A—12,451-12,451-100%$531.2K———
WCG Wealth Advisors LLC
N/A—11,990-11,990-100%$511.5K———
Hilltop Holdings Inc.
N/A—11,922-11,922-100%$508.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—11,583-11,583-100%$494.1K———
Sivia Capital Partners, LLC
N/A—11,502-11,502-100%$490.7K———
Focus Partners Advisor Solutions, LLC
N/A—11,354-11,354-100%$484.4K———
Equitable Holdings, Inc.
N/A—11,296-11,296-100%$481.9K———
Hudson Portfolio Management LLC
N/A—11,225-11,225-100%$478.9K———
Johnson Investment Counsel Inc
N/A—11,209-11,209-100%$478.2K———
Ausdal Financial Partners, Inc.
N/A—11,154-11,154-100%$475.8K———
Bearing Point Capital, LLC
N/A—11,000-11,000-100%$469.3K———
BNP Paribas Financial Markets
N/A—10,433-10,433-100%$445.1K———
Rexford Capital Inc
N/A—10,207-10,207-100%$435.4K———
Huntington National Bank
N/A—10,048-10,048-100%$428.6K———
Checchi Capital Advisers, LLC
N/A—9,971-9,971-100%$422.4K———
Empowered Funds, LLC
N/A—9,100-9,100-100%$388.2K———
Peapack Gladstone Financial Corp
N/A—8,995-8,995-100%$384.0K———
Winton Group Ltd
N/A—8,800-8,800-100%$375.4K———
HSBC Holdings PLC
N/A—8,442-8,442-100%$360.2K———
Atlantic Family Wealth, LLC
N/A—8,402-8,402-100%$358.4K———
Group One Trading LLC
N/A—8,127-8,127-100%$346.7K———
SIH Partners, Lllp
N/A—8,092-8,092-100%$345.2K———
Private Advisor Group, LLC
N/A—7,834-7,834-100%$334.2K———
Stokes Family Office, LLC
N/A—7,732-7,732-100%$329.8K———
HM Payson & Co
N/A—7,582-7,582-100%$323.4K———
Independent Advisor Alliance
N/A—7,572-7,572-100%$323.0K———
Phillips Wealth Planners LLC
N/A—7,555-7,555-100%$324.7K———
RNC Capital Management LLC
N/A—7,510-7,510-100%$320.4K———
Bulltick Wealth Management, LLC
N/A—7,509-7,509-100%$320.3K———
LGT Group Foundation
N/A—7,301-7,301-100%$311.5K———
Bayesian Capital Management, LP
N/A—7,199-7,199-100%$307.1K———
Modern Wealth Management, LLC
N/A—7,189-7,189-100%$306.7K———
Centaurus Financial, Inc.
N/A—7,152-7,152-100%$305.0K———
Alliancebernstein L.P.
N/A—7,147-7,147-100%$344.3K———
BFC Planning, Inc.
N/A—6,979-6,979-100%$297.7K———
Aspen Grove Capital, LLC
N/A—6,792-6,792-100%$289.8K———
PCM Encore, LLC
N/A—6,790-6,790-100%$289.7K———
Insigneo Advisory Services, LLC
N/A—6,724-6,724-100%$286.8K———
BSW Wealth Partners
N/A—6,431-6,431-100%$274.3K———
ST Germain D J Co Inc
N/A—6,385-6,385-100%$272.4K———
AssuredPartners Investment Advisors, LLC
N/A—6,382-6,382-100%$272.3K———
DRW Securities, LLC
N/A—6,337-6,337-100%$270.3K———
Forum Finance Group S.A.
N/A—6,299-6,299-100%$217———
Syon Capital LLC
N/A—6,102-6,102-100%$260.3K———
Advyzon Investment Management, LLC
N/A—6,007-6,007-100%$256.3K———
Guggenheim Capital LLC
N/A—5,995-5,995-100%$255.7K———
Kingsview Wealth Management, LLC
N/A—5,958-5,958-100%$254.2K———
Hurricane Capital Advisors LLC
N/A—5,800-5,800-100%$247.4K———
Frec Markets, Inc.
N/A—5,511-5,511-100%$235.1K———
Summit Financial, LLC
N/A—5,447-5,447-100%$232.4K———
Prosperity Consulting Group, LLC
N/A—5,418-5,418-100%$231.1K———
Bruce G. Allen Investments, LLC
N/A—5,366-5,366-100%$228.9K———
Whetstone Capital Advisors, LLC
N/A—5,329-5,329-100%$227.3K———
EP Wealth Advisors, LLC
N/A—5,281-5,281-100%$225.3K———
CreativeOne Wealth, LLC
N/A—5,152-5,152-100%$219.8K———
Zhang Financial LLC
N/A—5,130-5,130-100%$218.8K———
Wealthedge Investment Advisors, LLC
N/A—5,110-5,110-100%$218.0K———
Lazard Asset Management LLC
N/A—5,000-5,000-100%$213.3K———
DLD Asset Management, LP
N/A—5,000-5,000-100%$213.3K———
Bridgewater Advisors Inc.
N/A—4,762-4,762-100%$204.5K———
Townsquare Capital LLC
N/A—4,744-4,744-100%$202.4K———
Aptus Capital Advisors, LLC
N/A—4,703-4,703-100%$200.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,487-4,487-100%$191.4K———
CVA Family Office, LLC
N/A—4,200-4,200-100%$179.2K———
Toronto Dominion Bank
N/A—3,755-3,755-100%$160.0K———
Rothschild Investment LLC
N/A—3,570-3,570-100%$152.3K———
Basecamp Wealth Advisors LLC
N/A—3,506-3,506-100%$149.6K———
Aberdeen Wealth Management LLC
N/A—2,820-2,820-100%$120.3K———
Brown Brothers Harriman & Co
N/A—2,327-2,327-100%$99.3K———
Corient IA LP
N/A—2,120-2,120-100%$90.4K———
Sittner & Nelson, LLC
N/A—2,000-2,000-100%$85.3K———
Chelsea Counsel Co
N/A—1,845-1,845-100%$78.7K———
New York State Common Retirement Fund
N/A—1,788-1,788-100%$76.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,644-1,644-100%$70.1K———
WealthCollab, LLC
N/A—1,469-1,469-100%$62.7K———
Truvestments Capital LLC
N/A—1,402-1,402-100%$59.8K———
Dunhill Financial, LLC
N/A—1,354-1,354-100%$57.8K———
Capital Analysts, LLC
N/A—1,250-1,250-100%$48.0K———
Anchor Investment Management, LLC
N/A—1,100-1,100-100%$46.9K———
Webster Bank, N. A.
N/A—1,000-1,000-100%$42.7K———
GW&K Investment Management, LLC
N/A—982-982-100%$42.0K———
Prestige Wealth Management Group LLC
N/A—850-850-100%$36.3K———
Wellington-Altus USA Inc.
N/A—767-767-100%$37.0K———
Brentview Investment Management LLC
N/A—763-763-100%$32.6K———
Avalon Trust Co
N/A—700-700-100%$29.9K———
Richard W. Paul & Associates, LLC
N/A—700-700-100%$29.9K———
Medallion Wealth Advisors, LLC
N/A—655-655-100%$27.9K———
Delta Asset Management LLC
N/A—650-650-100%$27.7K———
Measured Wealth Private Client Group, LLC
N/A—610-610-100%$26.0K———
Vision Retirement, LLC
N/A—557-557-100%$23.8K———
Frazier Financial Advisors, LLC
N/A—551-551-100%$23.5K———
Estabrook Capital Management
N/A—549-549-100%$23.4K———
Bartlett & Co. Wealth Management LLC
N/A—540-540-100%$23.0K———
McMillan Office, Inc.
N/A—500-500-100%$21.3K———
Atlantic Union Bankshares Corp
N/A—495-495-100%$21.1K———
Colonial Trust Co / SC
N/A—483-483-100%$20.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—479-479-100%$20.4K———
Continuum Advisory, LLC
N/A—478-478-100%$20.4K———
Hamrick Investment Counsel, llc
N/A—450-450-100%$19.2K———
Purpose Unlimited Inc.
N/A—415-415-100%$17.7K———
Ameritas Advisory Services, LLC
N/A—408-408-100%$17.4K———
Aventura Private Wealth, LLC
N/A—395-395-100%$16.9K———
Steigerwald, Gordon & Koch Inc.
N/A—388-388-100%$16.6K———
Lavaca Capital LLC
N/A—386-386-100%$16.5K———
LRI Investments, LLC
N/A—385-385-100%$16.4K———
Bogart Wealth, LLC
N/A—375-375-100%$16.0K———
Cornerstone Financial Management LLC
N/A—343-343-100%$14.6K———
Kilter Group LLC
N/A—302-302-100%$12.9K———
Nalls Sherbakoff Group, LLC
N/A—300-300-100%$12.8K———
Ancora Advisors LLCA
N/A—280-280-100%$11.9K———
Synergy Investment Management, LLC
N/A—211-211-100%$9.5K———
Altrinsic Global Advisors LLC
N/A—210-210-100%$9.0K———
BOK Financial Private Wealth, Inc.
N/A—205-205-100%$8.7K———
SHP Wealth Management
N/A—193-193-100%$8.2K———
Abound Financial, LLC
N/A—168-168-100%$7.2K———
TD Capital Management LLC
N/A—159-159-100%$6.8K———
Fourth Dimension Wealth, LLC
N/A—157-157-100%$6.7K———
Keating Financial Advisory Services, Inc.
N/A—149-149-100%$6.4K———
Benson Wealth Management Inc
N/A—138-138-100%$5.9K———
Strategic Wealth Partners, Ltd.
N/A—134-134-100%$5.7K———
Kerr Financial Planning Corp
N/A—131-131-100%$5.6K———
Ameriflex Group, Inc.
N/A—130-130-100%$5.5K———
IMA Advisory Services, Inc.
N/A—114-114-100%$4.9K———
JPL Wealth Management, LLC
N/A—101-101-100%$4.3K———
Imprint Wealth LLC
N/A—94-94-100%$4.0K———
Millstone Evans Group, LLC
N/A—82-82-100%$3.5K———
1 North Wealth Services LLC
N/A—80-80-100%$3.4K———
JDM Financial Group LLC
N/A—76-76-100%$3.2K———
Allied Private Wealth LLC
N/A—72-72-100%$3.1K———
Raffa Wealth Management, LLC
N/A—55-55-100%$2.3K———
Fiduciary Financial Advisors
N/A—42-42-100%$1.8K———
Elequin Capital, LP
N/A—41-41-100%$1.7K———
Nova Wealth Management, Inc.
N/A—37-37-100%$1.6K———
Marshall Investment Management, LLC
N/A—26-26-100%$1.1K———
Vanguard National Trust Co
N/A—25-25-100%$1.1K———
Silicon Valley Capital Partners
N/A—15-15-100%$640———
Basepoint Wealth LLC
N/A—2-2-100%$65———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 770 of 770 institutions