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Schwab (Charles) Corp (SCHW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares37,982,413 from 37,293,274
Change+689,139 (+2%)
Value$3.7B (+$287.3M)
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares21,942,699 from 21,952,062
Change-9,363 (0%)
Value$2.1B (+$119.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares11,448,101 from 10,489,297
Change+958,804 (+9%)
Value$1.1B (+$151.1M)
Filed 2026-11-05
Flossbach VON Storch SE
DECREASED
Shares8,936,661 from 10,706,944
Change-1,770,283 (-17%)
Value$873.5M (-$114.5M)
Filed 2026-10-28
Amundi
INCREASED
Shares8,062,676 from 6,850,758
Change+1,211,918 (+18%)
Value$788.0M (+$155.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares6,310,602 from 6,309,493
Change+1,109 (+0%)
Value$616.8M (+$34.7M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares5,919,432 from 6,656,381
Change-736,949 (-11%)
Value$578.6M (-$35.6M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,245,548 from 4,017,116
Change+228,432 (+6%)
Value$415.0M (+$44.3M)
Filed 2026-11-05
Yacktman Asset Management LP
DECREASED
Shares4,055,234 from 4,101,552
Change-46,318 (-1%)
Value$396.4M (+$17.9M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares3,712,955 from 3,656,904
Change+56,051 (+2%)
Value$362.9M (+$25.5M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,388,491 from 3,460,277
Change-71,786 (-2%)
Value$331.2M (+$11.9M)
Filed 2026-10-29
Allen Investment Management, LLC
DECREASED
Shares3,280,166 from 3,414,852
Change-134,686 (-4%)
Value$320.6M (+$5.5M)
Filed 2026-11-03
Assenagon Asset Management S.A.
INCREASED
Shares2,923,270 from 1,743,958
Change+1,179,312 (+68%)
Value$285.7M (+$124.8M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares2,587,045 from 2,152,238
Change+434,807 (+20%)
Value$252.9M (+$54.3M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares2,527,575 from 2,550,333
Change-22,758 (-1%)
Value$247.0M (+$11.7M)
Filed 2026-10-15
Provident Trust Co
DECREASED
Shares2,518,637 from 3,716,441
Change-1,197,804 (-32%)
Value$246.2M (-$96.7M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares2,441,037 from 2,741,997
Change-300,960 (-11%)
Value$238.6M (-$14.4M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares2,274,985 from 2,223,546
Change+51,439 (+2%)
Value$222.5M (+$17.7M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares2,244,292 from 1,978,758
Change+265,534 (+13%)
Value$219.4K (-$182.4M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares2,243,075 from 2,289,104
Change-46,029 (-2%)
Value$219.2M (+$8.0M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,974,289 from 1,850,432
Change+123,857 (+7%)
Value$193.0M (+$22.2M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,754,953 from 1,743,171
Change+11,782 (+1%)
Value$172.1M (+$11.9M)
Filed 2026-10-29
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares1,481,451 from 1,385,802
Change+95,649 (+7%)
Value$144.8M (+$16.9M)
Filed 2026-11-06
Markel Group Inc.
UNCHANGED
Shares1,394,800 from 1,394,800
Change0 (0%)
Value$136.3M (+$7.6M)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares1,258,344 from 1,274,680
Change-16,336 (-1%)
Value$123.0M (+$5.4M)
Filed 2026-10-30
Parnassus Investments, LLC
DECREASED
Shares1,247,826 from 1,258,426
Change-10,600 (-1%)
Value$122.0M (+$5.8M)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares1,231,281 from 1,191,983
Change+39,298 (+3%)
Value$120.3M (+$10.4M)
Filed 2026-10-21
MacKenzie Financial Corp
INCREASED
Shares1,204,356 from 1,150,522
Change+53,834 (+5%)
Value$117.7M (+$11.6M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares1,190,589 from 1,250,931
Change-60,342 (-5%)
Value$116.4K (-$115.3M)
Filed 2026-10-22
Retirement Systems of Alabama
DECREASED
Shares1,093,086 from 1,095,623
Change-2,537 (0%)
Value$106.8M (+$5.7M)
Filed 2026-11-04
Cardano Risk Management B.V.
NEW
Shares1,057,529
Change+1,057,529
Value$103.4K
Filed 2026-10-20
Strs Ohio
INCREASED
Shares1,035,796 from 1,020,083
Change+15,713 (+2%)
Value$101.2M (+$7.1M)
Filed 2026-10-30
Ninety One UK Ltd
DECREASED
Shares1,033,167 from 1,052,531
Change-19,364 (-2%)
Value$101.0M (+$3.9M)
Filed 2026-10-15
KBC Group NV
INCREASED
Shares1,008,342 from 655,451
Change+352,891 (+54%)
Value$98.6K (-$60.4M)
Filed 2026-10-22
Mondrian Investment Partners LTD
DECREASED
Shares981,824 from 1,858,141
Change-876,317 (-47%)
Value$96.0M (-$75.5M)
Filed 2026-10-23
Pictet Asset Management Holding SA
DECREASED
Shares953,718 from 1,035,288
Change-81,570 (-8%)
Value$93.2M (-$2.3M)
Filed 2026-11-03
Swedbank AB
INCREASED
Shares833,866 from 831,512
Change+2,354 (+0%)
Value$81.5M (+$4.8M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares802,825 from 746,571
Change+56,254 (+8%)
Value$78.5M (+$9.6M)
Filed 2026-11-02
Equity Investment Corp
DECREASED
Shares788,347 from 814,627
Change-26,280 (-3%)
Value$77.1M (+$1.9M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares760,217 from 732,753
Change+27,464 (+4%)
Value$72.0M (-$2.0M)
Filed 2026-10-13
Asset Management One Co., Ltd.
INCREASED
Shares741,516 from 707,726
Change+33,790 (+5%)
Value$72.5M (+$7.2M)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED
Shares733,429 from 935,109
Change-201,680 (-22%)
Value$71.7M (-$14.6M)
Filed 2026-10-20
Barr E S & Co
DECREASED
Shares731,155 from 739,955
Change-8,800 (-1%)
Value$71.5M (+$3.2M)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares723,868 from 745,872
Change-22,004 (-3%)
Value$68.7M (+$1.8M)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
INCREASED
Shares717,749 from 396,106
Change+321,643 (+81%)
Value$71.0K (+$33.9K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
INCREASED
Shares706,350 from 671,779
Change+34,571 (+5%)
Value$69.0M (+$7.1M)
Filed 2026-10-05
Great Lakes Advisors, LLC
INCREASED
Shares701,195 from 687,938
Change+13,257 (+2%)
Value$68.5M (+$5.1M)
Filed 2026-11-06
Central Securities Corp
UNCHANGED
Shares700,000 from 700,000
Change0 (0%)
Value$68.4M (+$3.8M)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares697,259 from 731,958
Change-34,699 (-5%)
Value$68.2M (+$612.3K)
Filed 2026-10-22
Montrusco Bolton Investments Inc.
NEW
Shares695,062
Change+695,062
Value$67.9M
Filed 2026-10-13
Caledonia Investments PLC
UNCHANGED
Shares671,000 from 671,000
Change0 (0%)
Value$65.6M (+$3.7M)
Filed 2026-10-13
Candriam S.C.A.
DECREASED
Shares652,046 from 821,827
Change-169,781 (-21%)
Value$64.0M (-$11.8M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares649,548 from 617,153
Change+32,395 (+5%)
Value$63.9M (+$4.8M)
Filed 2026-11-04
Vest Financial, LLC
INCREASED
Shares616,370 from 407,329
Change+209,041 (+51%)
Value$60.2M (+$22.7M)
Filed 2026-10-21
Perpetual Ltd
INCREASED
Shares558,236 from 455,719
Change+102,517 (+23%)
Value$54.6M (+$12.5M)
Filed 2026-10-13
Aberdeen Group plc
DECREASED
Shares552,299 from 1,643,886
Change-1,091,587 (-66%)
Value$54.0M (-$97.7M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares549,108 from 357,255
Change+191,853 (+54%)
Value$53.7M (+$20.7M)
Filed 2026-11-03
Corda Investment Management, Llc.
DECREASED
Shares536,147 from 545,906
Change-9,759 (-2%)
Value$52.4M (+$2.0M)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
DECREASED
Shares535,225 from 538,971
Change-3,746 (-1%)
Value$52.3M (+$2.6M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares532,193 from 482,946
Change+49,247 (+10%)
Value$52.0M (+$7.5M)
Filed 2026-11-04
Associated Banc-Corp
DECREASED
Shares493,951 from 508,338
Change-14,387 (-3%)
Value$48.3M (+$1.4M)
Filed 2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED
Shares489,666 from 481,166
Change+8,500 (+2%)
Value$47.9K (-$44.3M)
Filed 2026-10-08
Nykredit A/S
DECREASED
Shares473,725 from 476,529
Change-2,804 (-1%)
Value$46.3M (+$2.3M)
Filed 2026-11-06
Crown Oak Advisors, LLC
INCREASED
Shares471,800 from 471,770
Change+30 (+0%)
Value$46.1M (+$2.6M)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares469,528 from 354,734
Change+114,794 (+32%)
Value$45.9M (+$13.2M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares467,067 from 465,323
Change+1,744 (+0%)
Value$45.7M (+$2.7M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares465,744 from 458,174
Change+7,570 (+2%)
Value$45.5M (+$3.2M)
Filed 2026-11-03
SEB Asset Management AB
DECREASED
Shares460,440 from 462,577
Change-2,137 (0%)
Value$45.0M (+$2.3M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares460,336 from 480,711
Change-20,375 (-4%)
Value$45.0M (+$638.0K)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares433,286 from 379,357
Change+53,929 (+14%)
Value$42.3M (+$7.3M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares429,753 from 398,564
Change+31,189 (+8%)
Value$42.0M (+$5.2M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares424,810 from 424,820
Change-10 (0%)
Value$41.5M (+$2.3M)
Filed 2026-10-28
State of Michigan Retirement System
DECREASED
Shares423,466 from 433,566
Change-10,100 (-2%)
Value$41.4M (+$1.4M)
Filed 2026-10-27
AMI Asset Management Corp
DECREASED
Shares422,254 from 432,674
Change-10,420 (-2%)
Value$41.3M (+$1.3M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares418,255 from 433,329
Change-15,074 (-3%)
Value$40.9M (+$896.9K)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares409,431 from 411,308
Change-1,877 (0%)
Value$40.0M (+$2.1M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares401,156 from 385,528
Change+15,628 (+4%)
Value$39.2M (+$3.6M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares400,290 from 383,918
Change+16,372 (+4%)
Value$39.1M (+$3.7M)
Filed 2026-10-29
Rockland Trust Co
DECREASED
Shares391,597 from 391,764
Change-167 (0%)
Value$38.3M (+$2.1M)
Filed 2026-10-05
IFM Investors Pty Ltd
INCREASED
Shares388,237 from 377,465
Change+10,772 (+3%)
Value$37.9M (+$3.1M)
Filed 2026-10-14
Allen Operations LLC
UNCHANGED
Shares380,215 from 380,215
Change0 (0%)
Value$37.2M (+$2.1M)
Filed 2026-11-03
Cooke & Bieler LP
DECREASED
Shares372,462 from 685,644
Change-313,182 (-46%)
Value$36.4M (-$26.9M)
Filed 2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares359,145 from 361,080
Change-1,935 (-1%)
Value$35.1M (+$1.8M)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
DECREASED
Shares358,471 from 554,130
Change-195,659 (-35%)
Value$35.0M (-$16.1M)
Filed 2026-10-21
Pacific Heights Asset Management LLC
UNCHANGED
Shares350,000 from 350,000
Change0 (0%)
Value$34.2M (+$1.9M)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares347,593 from 365,295
Change-17,702 (-5%)
Value$34.0M (+$268.0K)
Filed 2026-10-29
Xponance LLC
DECREASED
Shares344,266 from 355,562
Change-11,296 (-3%)
Value$33.6M (+$840.9K)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares334,849 from 328,075
Change+6,774 (+2%)
Value$32.7M (+$2.5M)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
DECREASED
Shares334,000 from 335,492
Change-1,492 (0%)
Value$32.6M (+$1.7M)
Filed 2026-10-28
King Luther Capital Management Corp
DECREASED
Shares328,623 from 330,113
Change-1,490 (0%)
Value$32.1M (+$1.7M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED
Shares322,355 from 327,084
Change-4,729 (-1%)
Value$31.6M (+$1.5M)
Filed 2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares316,798 from 314,379
Change+2,419 (+1%)
Value$31.0M (+$2.0M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares313,346 from 326,492
Change-13,146 (-4%)
Value$30.6M (+$501.0K)
Filed 2026-10-19
Neos Investment Management LLC
INCREASED
Shares304,959 from 272,235
Change+32,724 (+12%)
Value$29.8M (+$4.7M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares294,137 from 268,961
Change+25,176 (+9%)
Value$29.1M (+$4.8M)
Filed 2026-10-30
OP Asset Management Ltd
INCREASED
Shares282,558 from 195,195
Change+87,363 (+45%)
Value$27.6M (+$9.6M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares276,336 from 285,274
Change-8,938 (-3%)
Value$27.0K (-$26.3M)
Filed 2026-10-23
Smith Group Asset Management, LLC
DECREASED
Shares265,628 from 419,431
Change-153,803 (-37%)
Value$26.0M (-$12.7M)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares262,375 from 259,689
Change+2,686 (+1%)
Value$25.6M (+$1.7M)
Filed 2026-10-22
Busey Bank
DECREASED
Shares262,241 from 264,590
Change-2,349 (-1%)
Value$25.6M (+$1.2M)
Filed 2026-10-26
Hosking Partners LLP
DECREASED
Shares256,119 from 275,090
Change-18,971 (-7%)
Value$25.0M (-$349.5K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares252,944 from 379,483
Change-126,539 (-33%)
Value$24.7M (-$10.3M)
Filed 2026-10-28
Barlow Wealth Partners, LLC
INCREASED
Shares252,451 from 248,860
Change+3,591 (+1%)
Value$24.4M (-$871.8K)
Filed 2026-10-15
Talbot Financial, LLC
DECREASED
Shares246,546 from 247,559
Change-1,013 (0%)
Value$24.1M (+$1.3M)
Filed 2026-10-19
New York Life Investment Management LLC
DECREASED
Shares242,025 from 243,914
Change-1,889 (-1%)
Value$23.7M (+$1.1M)
Filed 2026-11-04
Park National Corp
DECREASED
Shares240,630 from 245,025
Change-4,395 (-2%)
Value$23.5M (+$910.7K)
Filed 2026-10-05
Clearstead Advisors, LLC
INCREASED
Shares240,177 from 235,801
Change+4,376 (+2%)
Value$23.5M (+$1.7M)
Filed 2026-11-06
Everett Harris & Co
INCREASED
Shares238,947 from 237,657
Change+1,290 (+1%)
Value$23.4M (+$1.4M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares237,276 from 235,706
Change+1,570 (+1%)
Value$23.2M (+$1.4M)
Filed 2026-10-20
GW Henssler & Associates LTD
DECREASED
Shares235,098 from 238,027
Change-2,929 (-1%)
Value$23.0M (+$1.0M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares234,122 from 236,089
Change-1,967 (-1%)
Value$22.9M (+$1.1M)
Filed 2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares227,238 from 411,152
Change-183,914 (-45%)
Value$22.2M (-$15.7M)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares218,509
Change+218,509
Value$21.4M
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares213,967 from 204,339
Change+9,628 (+5%)
Value$20.9M (+$2.1M)
Filed 2026-11-03
Addenda Capital Inc.
INCREASED
Shares213,798 from 202,662
Change+11,136 (+5%)
Value$20.9M (+$2.2M)
Filed 2026-10-13
Dudley & Shanley, Inc.
DECREASED
Shares211,965 from 240,933
Change-28,968 (-12%)
Value$20.7M (-$1.5M)
Filed 2026-10-06
Cohen Capital Management, Inc.
DECREASED
Shares211,729 from 212,385
Change-656 (0%)
Value$20.7M (+$1.1M)
Filed 2026-10-14
UniSuper Management Pty Ltd
INCREASED
Shares204,191 from 178,691
Change+25,500 (+14%)
Value$20.0M (+$3.5M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares199,828 from 201,018
Change-1,190 (-1%)
Value$19.5M (+$983.3K)
Filed 2026-10-30
Davidson Investment Advisors
DECREASED
Shares199,761 from 234,899
Change-35,138 (-15%)
Value$19.5M (-$2.1M)
Filed 2026-10-20
Private Wealth Partners, LLC
DECREASED
Shares197,804 from 198,719
Change-915 (0%)
Value$19.3M (+$997.6K)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
INCREASED
Shares196,337 from 193,819
Change+2,518 (+1%)
Value$19.2M (+$1.3M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
DECREASED
Shares194,500 from 200,800
Change-6,300 (-3%)
Value$19.0M (+$482.6K)
Filed 2026-10-28
Kinsale Capital Group, Inc.
INCREASED
Shares194,419 from 167,370
Change+27,049 (+16%)
Value$19.0M (+$3.6M)
Filed 2026-11-04
ProVise Management Group, LLC
DECREASED
Shares192,543 from 195,522
Change-2,979 (-2%)
Value$18.8M (+$778.4K)
Filed 2026-11-06
Live Oak Private Wealth LLC
DECREASED
Shares191,047 from 203,521
Change-12,474 (-6%)
Value$18.7M (-$105.9K)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares189,968 from 206,143
Change-16,175 (-8%)
Value$18.6M (-$453.3K)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares185,073 from 187,606
Change-2,533 (-1%)
Value$18.1M (+$778.6K)
Filed 2026-10-23
Cutler Investment Counsel LLC
DECREASED
Shares184,503 from 186,829
Change-2,326 (-1%)
Value$18.0M (+$794.6K)
Filed 2026-10-28
Courant Investment Management LLC
UNCHANGED
Shares183,499 from 183,499
Change0 (0%)
Value$17.9M (+$1.0M)
Filed 2026-10-15
Tctc Holdings, LLC
INCREASED
Shares183,447 from 183,241
Change+206 (+0%)
Value$17.9M (+$1.0M)
Filed 2026-11-02
United Asset Strategies, Inc.
DECREASED
Shares183,297 from 196,428
Change-13,131 (-7%)
Value$17.9M (-$208.9K)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares182,959 from 192,181
Change-9,222 (-5%)
Value$17.9M (+$270.9K)
Filed 2026-10-14
Argent Capital Management LLC
DECREASED
Shares181,928 from 186,032
Change-4,104 (-2%)
Value$17.8M (+$616.4K)
Filed 2026-10-05
Poehling Capital Management, Inc.
DECREASED
Shares178,995 from 179,671
Change-676 (0%)
Value$17.5M (+$916.8K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares178,169 from 153,187
Change+24,982 (+16%)
Value$17.4M (+$3.3M)
Filed 2026-10-15
ABN Amro Investment Solutions
INCREASED
Shares176,705 from 142,245
Change+34,460 (+24%)
Value$17.3M (+$4.1M)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
DECREASED
Shares173,719 from 175,731
Change-2,012 (-1%)
Value$17.0M (+$764.6K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares173,455 from 171,658
Change+1,797 (+1%)
Value$17.0M (+$1.1M)
Filed 2026-10-30
Baxter Bros Inc
INCREASED
Shares172,754 from 168,229
Change+4,525 (+3%)
Value$16.9M (+$1.4M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares172,604 from 122,174
Change+50,430 (+41%)
Value$16.9M (+$5.6M)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares171,834 from 67,179
Change+104,655 (+156%)
Value$16.8M (+$10.6M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares170,656 from 161,254
Change+9,402 (+6%)
Value$16.7K (-$14.9M)
Filed 2026-11-02
Baker Avenue Asset Management, LP
DECREASED
Shares170,649 from 174,367
Change-3,718 (-2%)
Value$16.7M (+$590.4K)
Filed 2026-11-06
Blume Capital Management, Inc.
DECREASED
Shares167,514 from 169,578
Change-2,064 (-1%)
Value$16.4M (+$725.9K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares166,524 from 55,437
Change+111,087 (+200%)
Value$16.3M (+$11.2M)
Filed 2026-10-16
Yousif Capital Management, LLC
DECREASED
Shares163,755 from 164,935
Change-1,180 (-1%)
Value$16.0M (+$786.9K)
Filed 2026-10-22
Avanza Fonder AB
INCREASED
Shares158,310 from 142,386
Change+15,924 (+11%)
Value$15.5M (+$2.3M)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares154,258 from 125,674
Change+28,584 (+23%)
Value$15.1M (+$3.5M)
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares153,983 from 160,179
Change-6,196 (-4%)
Value$15.1K (-$14.8M)
Filed 2026-10-15
Jacobs & Co
DECREASED
Shares152,097 from 156,494
Change-4,397 (-3%)
Value$14.9K (+$427)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares150,258 from 112,739
Change+37,519 (+33%)
Value$14.7M (+$4.3M)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares147,389 from 149,554
Change-2,165 (-1%)
Value$14.4M (+$606.4K)
Filed 2026-10-22
M&G Plc
INCREASED
Shares146,314 from 145,187
Change+1,127 (+1%)
Value$14.3M (+$981.6K)
Filed 2026-11-04
Fishman JAY A LTD
INCREASED
Shares146,212 from 133,287
Change+12,925 (+10%)
Value$14.3M (+$2.0M)
Filed 2026-10-26
Banque Pictet & CIE SA
INCREASED
Shares145,818 from 140,236
Change+5,582 (+4%)
Value$14.3M (+$1.3M)
Filed 2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares144,858 from 145,478
Change-620 (0%)
Value$14.2M (+$735.1K)
Filed 2026-10-08
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares144,360 from 159,656
Change-15,296 (-10%)
Value$14.1M (-$621.7K)
Filed 2026-10-30
Boston Common Asset Management, LLC
INCREASED
Shares141,980 from 116,937
Change+25,043 (+21%)
Value$13.9M (+$3.1M)
Filed 2026-10-13
Van Cleef Asset Management,Inc
DECREASED
Shares139,947 from 141,930
Change-1,983 (-1%)
Value$13.7M (+$582.5K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares139,604 from 46,454
Change+93,150 (+201%)
Value$13.6M (+$9.4M)
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED
Shares135,277 from 124,548
Change+10,729 (+9%)
Value$13.2M (+$1.7M)
Filed 2026-11-04
McGuire Investment Group, LLC
INCREASED
Shares134,642 from 133,809
Change+833 (+1%)
Value$13.2M (+$813.4K)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares134,184 from 133,408
Change+776 (+1%)
Value$13.1M (+$805.9K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares133,850 from 137,947
Change-4,097 (-3%)
Value$13.1M (+$354.2K)
Filed 2026-10-28
Artemis Investment Management LLP
NEW
Shares133,684
Change+133,684
Value$13.1M
Filed 2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED
Shares133,192 from 131,823
Change+1,369 (+1%)
Value$13.0M (+$854.9K)
Filed 2026-10-14
Parthenon LLC
DECREASED
Shares132,321 from 132,340
Change-19 (0%)
Value$12.9M (+$722.0K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
DECREASED
Shares131,332 from 152,299
Change-20,967 (-14%)
Value$12.8M (-$1.2M)
Filed 2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED
Shares128,401 from 128,401
Change0 (0%)
Value$12.5K (-$11.8M)
Filed 2026-10-20
Bright Rock Capital Management, LLC
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$12.2M (+$683.8K)
Filed 2026-10-05
University of Texas S AM Investment Management Co
INCREASED
Shares123,855 from 83,125
Change+40,730 (+49%)
Value$12.1M (+$4.4M)
Filed 2026-11-03
Hanson & Doremus Investment Management
INCREASED
Shares123,111 from 122,781
Change+330 (+0%)
Value$12.0K (-$11.3M)
Filed 2026-10-16
AIA Group Ltd
DECREASED
Shares120,960 from 156,431
Change-35,471 (-23%)
Value$11.8M (-$2.6M)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares120,943 from 62,623
Change+58,320 (+93%)
Value$11.8M (+$6.0M)
Filed 2026-10-16
Cullen Investment Group, Ltd.
INCREASED
Shares120,668 from 106,747
Change+13,921 (+13%)
Value$11.7M (+$1.9M)
Filed 2026-10-13
First Merchants Corp
DECREASED
Shares120,084 from 124,909
Change-4,825 (-4%)
Value$11.7M (+$211.7K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares119,524 from 118,279
Change+1,245 (+1%)
Value$11.7M (+$768.7K)
Filed 2026-10-28
Patten & Patten Inc
DECREASED
Shares119,447 from 122,344
Change-2,897 (-2%)
Value$11.7M (+$386.0K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED
Shares118,727 from 122,466
Change-3,739 (-3%)
Value$11.6M (+$304.4K)
Filed 2026-10-20
Allen Capital Group, LLC
DECREASED
Shares114,682 from 115,181
Change-499 (0%)
Value$11.2M (+$581.3K)
Filed 2026-10-27
Illinois Municipal Retirement Fund
INCREASED
Shares114,533 from 113,803
Change+730 (+1%)
Value$11.2M (+$693.9K)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares112,664 from 110,326
Change+2,338 (+2%)
Value$11.0M (+$832.0K)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares112,303 from 70,252
Change+42,051 (+60%)
Value$11.0M (+$4.5M)
Filed 2026-11-06
Natixis
INCREASED
Shares112,050 from 50,350
Change+61,700 (+123%)
Value$11.0M (+$6.3M)
Filed 2026-11-06
Thompson Investment Management, Inc.
DECREASED
Shares112,037 from 115,819
Change-3,782 (-3%)
Value$11.0M (+$263.9K)
Filed 2026-10-14
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares109,996
Change+109,996
Value$10.8M
Filed 2026-10-30
Crestwood Advisors Group, LLC
DECREASED
Shares108,865 from 114,586
Change-5,721 (-5%)
Value$10.6M (+$69.1K)
Filed 2026-10-27
Nicholas Company, Inc.
DECREASED
Shares108,392 from 114,667
Change-6,275 (-5%)
Value$10.6M (+$13.9K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares104,505 from 97,007
Change+7,498 (+8%)
Value$10.2M (+$1.3M)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares104,190 from 102,186
Change+2,004 (+2%)
Value$10.2M (+$754.9K)
Filed 2026-10-28
Dana Investment Advisors, Inc.
DECREASED
Shares103,613 from 105,228
Change-1,615 (-2%)
Value$10.1M (+$417.8K)
Filed 2026-11-06
Burney Co/
DECREASED
Shares102,853 from 111,652
Change-8,799 (-8%)
Value$10.1M (-$249.3K)
Filed 2026-10-15
Maryland State Retirement & Pension System
INCREASED
Shares99,813 from 87,258
Change+12,555 (+14%)
Value$9.8M (+$1.7M)
Filed 2026-11-05
Stenger Family Office, LLC
INCREASED
Shares99,667 from 52,772
Change+46,895 (+89%)
Value$9.6M (+$4.7M)
Filed 2026-10-22
Evergreen Capital Management LLC
DECREASED
Shares99,275 from 99,476
Change-201 (0%)
Value$9.7M (+$524.5K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares97,248 from 106,500
Change-9,252 (-9%)
Value$9.5M (-$321.7K)
Filed 2026-10-27
OFI Invest Asset Management
INCREASED
Shares97,129 from 7,079
Change+90,050 (+1272%)
Value$8.4M (+$7.8M)
Filed 2026-11-06
LBP AM SA
INCREASED
Shares94,723 from 15,992
Change+78,731 (+492%)
Value$9.3M (+$7.8M)
Filed 2026-11-06
First National Trust Co
DECREASED
Shares93,461 from 97,349
Change-3,888 (-4%)
Value$9.1M (+$152.5K)
Filed 2026-10-28
Aviance Capital Partners, LLC
INCREASED
Shares93,077 from 92,462
Change+615 (+1%)
Value$9.1M (+$565.9K)
Filed 2026-10-29
Formuepleje A/S
DECREASED
Shares90,975 from 101,262
Change-10,287 (-10%)
Value$8.9M (-$451.5K)
Filed 2026-10-15
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares90,879 from 73,190
Change+17,689 (+24%)
Value$8.9M (+$2.1M)
Filed 2026-10-26
Oak Harvest Investment Services
INCREASED
Shares90,415 from 85,893
Change+4,522 (+5%)
Value$8.8M (+$911.9K)
Filed 2026-10-20
Advocate Group LLC
DECREASED
Shares89,783 from 95,814
Change-6,031 (-6%)
Value$8.8M (-$65.3K)
Filed 2026-10-19
Icici Prudential Asset Management Co Ltd
INCREASED
Shares89,780 from 75,780
Change+14,000 (+18%)
Value$8.8M (+$1.8M)
Filed 2026-11-06
KCM Investment Advisors LLC
DECREASED
Shares89,502 from 93,216
Change-3,714 (-4%)
Value$8.7M (+$146.9K)
Filed 2026-10-27
Hartford Investment Management Co
DECREASED
Shares87,228 from 90,623
Change-3,395 (-4%)
Value$8.5M (+$163.9K)
Filed 2026-11-04
Fagan Associates, Inc.
INCREASED
Shares86,786 from 85,286
Change+1,500 (+2%)
Value$8.5M (+$613.1K)
Filed 2026-10-13
American Assets Investment Management, LLC
UNCHANGED
Shares86,674 from 86,674
Change0 (0%)
Value$8.5M (+$474.1K)
Filed 2026-10-30
Xcel Wealth Management, LLC
DECREASED
Shares83,423 from 83,623
Change-200 (0%)
Value$8.2M (+$437.9K)
Filed 2026-10-26
Redmond Asset Management, LLC
DECREASED
Shares83,242 from 83,966
Change-724 (-1%)
Value$8.1M (+$388.5K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares83,087 from 83,087
Change0 (0%)
Value$8.1K (-$7.7M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares82,634 from 82,536
Change+98 (+0%)
Value$8.1M (+$461.1K)
Filed 2026-10-26
Naples Global Advisors, LLC
INCREASED
Shares82,083 from 81,562
Change+521 (+1%)
Value$8.0M (+$497.1K)
Filed 2026-11-05
Birch Capital Management, LLC
INCREASED
Shares81,182 from 74,765
Change+6,417 (+9%)
Value$7.9M (+$1.0M)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares79,967 from 73,637
Change+6,330 (+9%)
Value$7.8M (+$1.0M)
Filed 2026-10-20
Louisiana State Employees Retirement System
DECREASED
Shares79,900 from 83,500
Change-3,600 (-4%)
Value$7.8M (+$104.9K)
Filed 2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares79,611 from 76,969
Change+2,642 (+3%)
Value$7.8K (-$7.1M)
Filed 2026-10-22
Baldwin Wealth Partners LLC
DECREASED
Shares79,277 from 81,615
Change-2,338 (-3%)
Value$7.7M (+$217.9K)
Filed 2026-10-13
Capital Investment Counsel, Inc
DECREASED
Shares78,706 from 81,255
Change-2,549 (-3%)
Value$7.7M (+$195.3K)
Filed 2026-10-20
Spectrum Financial Alliance Ltd LLC
DECREASED
Shares78,393 from 79,758
Change-1,365 (-2%)
Value$7.7M (+$302.8K)
Filed 2026-10-29
Kavar Capital Partners Group, LLC
INCREASED
Shares74,965 from 74,442
Change+523 (+1%)
Value$7.3M (+$458.3K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
DECREASED
Shares74,515 from 75,825
Change-1,310 (-2%)
Value$7.3M (+$286.7K)
Filed 2026-10-13
Advisory Resource Group
INCREASED
Shares74,416 from 74,203
Change+213 (+0%)
Value$7.3M (+$426.7K)
Filed 2026-10-26
Wright Investors Service Inc
DECREASED
Shares73,816 from 74,625
Change-809 (-1%)
Value$7.2M (+$329.1K)
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares73,618 from 83,505
Change-9,887 (-12%)
Value$7.1M (-$559.6K)
Filed 2026-10-13
Univest Financial Corp
DECREASED
Shares73,506 from 98,042
Change-24,536 (-25%)
Value$7.2M (-$1.9M)
Filed 2026-11-05
Radnor Capital Management, LLC
DECREASED
Shares73,270 from 75,710
Change-2,440 (-3%)
Value$7.2M (+$175.6K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares72,341 from 74,619
Change-2,278 (-3%)
Value$7.1M (+$185.5K)
Filed 2026-10-28
Sendero Wealth Management, LLC
DECREASED
Shares72,291 from 84,898
Change-12,607 (-15%)
Value$7.1M (-$767.8K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares72,209 from 76,446
Change-4,237 (-6%)
Value$7.1M (+$7.5K)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares71,126 from 49,754
Change+21,372 (+43%)
Value$7.0M (+$2.4M)
Filed 2026-10-29
Oliver Luxxe Assets LLC
DECREASED
Shares70,407 from 71,774
Change-1,367 (-2%)
Value$6.9M (+$259.0K)
Filed 2026-10-14
Plato Investment Management Ltd
INCREASED
Shares67,207 from 65,701
Change+1,506 (+2%)
Value$6.6M (+$567.5K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares66,648 from 53,661
Change+12,987 (+24%)
Value$6.5M (+$1.6M)
Filed 2026-10-23
Salvus Wealth Management, LLC
DECREASED
Shares66,215 from 67,597
Change-1,382 (-2%)
Value$6.5M (+$234.7K)
Filed 2026-10-13
Investment Research & Advisory Group, Inc.
DECREASED
Shares66,192 from 67,427
Change-1,235 (-2%)
Value$6.5M (+$251.4K)
Filed 2026-10-19
CX Institutional
DECREASED
Shares66,032 from 131,640
Change-65,608 (-50%)
Value$6.5K (-$5.7K)
Filed 2026-10-02
Legal Advantage Investments, Inc.
UNCHANGED
Shares65,960 from 65,960
Change0 (0%)
Value$6.4M (+$360.8K)
Filed 2026-10-13
Condor Capital Management
DECREASED
Shares65,947 from 66,818
Change-871 (-1%)
Value$6.4M (+$280.3K)
Filed 2026-11-06
Greenup Street Wealth Management LLC
INCREASED
Shares65,912 from 27,091
Change+38,821 (+143%)
Value$6.4M (+$3.9M)
Filed 2026-10-28
Central Pacific Bank - Trust Division
DECREASED
Shares65,888 from 66,848
Change-960 (-1%)
Value$6.4M (+$271.8K)
Filed 2026-10-06
Savant Capital, LLC
INCREASED
Shares65,776 from 61,009
Change+4,767 (+8%)
Value$6.4M (+$629.2K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares65,335 from 51,294
Change+14,041 (+27%)
Value$5.8M (+$1.0M)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares64,965 from 55,827
Change+9,138 (+16%)
Value$6.3M (+$1.2M)
Filed 2026-10-08
Prentiss Smith & Co Inc
DECREASED
Shares64,804 from 66,695
Change-1,891 (-3%)
Value$6.3M (+$180.0K)
Filed 2026-10-27
AMG National Trust Bank
INCREASED
Shares64,171 from 63,906
Change+265 (+0%)
Value$6.3M (+$375.5K)
Filed 2026-11-05
LaFleur & Godfrey LLC
DECREASED
Shares63,855 from 66,139
Change-2,284 (-3%)
Value$6.2M (+$138.5K)
Filed 2026-10-27
Sarasin & Partners LLP
INCREASED
Shares62,500 from 21,900
Change+40,600 (+185%)
Value$6.1M (+$4.1M)
Filed 2026-10-13
Bokf, NA
DECREASED
Shares61,982 from 63,347
Change-1,365 (-2%)
Value$6.1M (+$213.1K)
Filed 2026-10-27
Pacific Capital Partners Ltd
DECREASED
Shares61,952 from 67,044
Change-5,092 (-8%)
Value$6.1M (-$131.0K)
Filed 2026-10-28
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares61,393 from 60,771
Change+622 (+1%)
Value$6.0M (+$393.3K)
Filed 2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED
Shares60,332 from 59,309
Change+1,023 (+2%)
Value$5.9M (+$424.4K)
Filed 2026-10-26
Lincoln Capital Corp
INCREASED
Shares60,235 from 59,949
Change+286 (+0%)
Value$5.9M (+$355.8K)
Filed 2026-10-13
Thompson Siegel & Walmsley LLC
DECREASED
Shares58,887 from 58,932
Change-45 (0%)
Value$5.8K (-$5.4M)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares58,631 from 48,181
Change+10,450 (+22%)
Value$5.7M (+$1.3M)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares57,835 from 53,915
Change+3,920 (+7%)
Value$5.7M (+$678.0K)
Filed 2026-10-22
William Allan Corp
DECREASED
Shares57,358 from 57,834
Change-476 (-1%)
Value$5.6M (+$269.8K)
Filed 2026-10-14
First American Bank
INCREASED
Shares57,252 from 56,704
Change+548 (+1%)
Value$5.6M (+$363.7K)
Filed 2026-10-27
Red Spruce Capital, LLC
INCREASED
Shares57,237 from 55,267
Change+1,970 (+4%)
Value$5.6M (+$494.9K)
Filed 2026-10-07
Daymark Wealth Partners, LLC
INCREASED
Shares57,171 from 52,332
Change+4,839 (+9%)
Value$5.6M (+$759.3K)
Filed 2026-11-04
Pittenger & Anderson Inc
INCREASED
Shares57,016 from 56,604
Change+412 (+1%)
Value$5.6M (+$349.9K)
Filed 2026-11-02
Lincoln Capital LLC
DECREASED
Shares56,777 from 57,109
Change-332 (-1%)
Value$5.6M (+$305.1K)
Filed 2026-10-09
Hixon Zuercher, LLC
INCREASED
Shares56,278 from 48,603
Change+7,675 (+16%)
Value$5.5M (+$1.0M)
Filed 2026-10-13
Skylands Capital, LLC
DECREASED
Shares56,050 from 139,835
Change-83,785 (-60%)
Value$5.5M (-$7.4M)
Filed 2026-10-21
DLK Investment Management, LLC
DECREASED
Shares55,434 from 57,186
Change-1,752 (-3%)
Value$5.4M (+$1.2M)
Filed 2026-10-09
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares55,009 from 72,757
Change-17,748 (-24%)
Value$5.4M (-$1.3M)
Filed 2026-11-04
Harrington Investments, Inc
DECREASED
Shares54,862 from 55,368
Change-506 (-1%)
Value$5.4M (+$253.4K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares54,788 from 54,015
Change+773 (+1%)
Value$5.4M (+$370.9K)
Filed 2026-10-26
HS Management Partners, LLC
NEW
Shares54,650
Change+54,650
Value$5.3M
Filed 2026-11-05
Leelyn Smith, LLC
INCREASED
Shares54,641 from 53,425
Change+1,216 (+2%)
Value$5.3M (+$411.1K)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares54,530 from 63,081
Change-8,551 (-14%)
Value$5.3M (-$490.7K)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
DECREASED
Shares53,933 from 56,704
Change-2,771 (-5%)
Value$5.3M (+$39.3K)
Filed 2026-10-15
Florida Trust Wealth Management Co
INCREASED
Shares53,870 from 47,751
Change+6,119 (+13%)
Value$5.3M (+$859.3K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares53,467 from 51,751
Change+1,716 (+3%)
Value$4.9M (+$158.3K)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares53,030 from 50,459
Change+2,571 (+5%)
Value$5.2M (+$527.3K)
Filed 2026-11-04
Raiffeisen Bank International AG
DECREASED
Shares52,852 from 63,127
Change-10,275 (-16%)
Value$5.2M (-$478.5K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
NEW
Shares52,521
Change+52,521
Value$5.1M
Filed 2026-11-04
Clean Yield Group
INCREASED
Shares51,512 from 49,314
Change+2,198 (+4%)
Value$5.0M (+$484.6K)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares50,611 from 51,322
Change-711 (-1%)
Value$4.9M (+$211.3K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares50,260 from 42,207
Change+8,053 (+19%)
Value$4.9M (+$1.0M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares49,677 from 44,419
Change+5,258 (+12%)
Value$4.9K (-$4.1M)
Filed 2026-10-26
Victrix Investment Advisors
INCREASED
Shares49,465 from 48,070
Change+1,395 (+3%)
Value$4.8M (+$399.3K)
Filed 2026-10-13
GAM Holding AG
DECREASED
Shares49,403 from 59,343
Change-9,940 (-17%)
Value$4.8M (-$646.9K)
Filed 2026-11-03
Delta Capital Management LLC
INCREASED
Shares48,975 from 46,425
Change+2,550 (+5%)
Value$4.8K (+$503)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares48,825 from 48,934
Change-109 (0%)
Value$4.8M (+$257.1K)
Filed 2026-10-14
Orange Investment Advisors, Inc.
DECREASED
Shares48,162 from 53,830
Change-5,668 (-11%)
Value$4.7M (-$259.5K)
Filed 2026-10-23
Greenleaf Trust
DECREASED
Shares48,156 from 49,653
Change-1,497 (-3%)
Value$4.7M (+$125.3K)
Filed 2026-10-29
Diversified Management Inc
INCREASED
Shares48,078 from 9,537
Change+38,541 (+404%)
Value$4.7M (+$3.8M)
Filed 2026-10-08
Malaga Cove Capital, LLC
INCREASED
Shares47,762 from 47,451
Change+311 (+1%)
Value$4.7M (+$290.0K)
Filed 2026-10-23
Tandem Capital Management Corp
DECREASED
Shares46,318 from 46,778
Change-460 (-1%)
Value$4.5M (+$210.9K)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares46,203 from 41,677
Change+4,526 (+11%)
Value$4.5M (+$670.3K)
Filed 2026-10-23
180 Wealth Advisors, LLC
INCREASED
Shares46,148 from 44,698
Change+1,450 (+3%)
Value$4.5M (+$386.2K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares45,878 from 36,843
Change+9,035 (+25%)
Value$4.5M (+$1.1M)
Filed 2026-10-16
Goelzer Investment Management, Inc.
INCREASED
Shares45,738 from 41,758
Change+3,980 (+10%)
Value$4.5M (+$617.4K)
Filed 2026-10-16
Chatham Capital Group, Inc.
INCREASED
Shares45,472 from 44,927
Change+545 (+1%)
Value$4.4M (+$299.0K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares45,165 from 43,812
Change+1,353 (+3%)
Value$4.4M (+$371.8K)
Filed 2026-11-06
Brummer Multi-Strategy AB
NEW
Shares44,835
Change+44,835
Value$4.4M
Filed 2026-10-27
LEE Danner & Bass Inc
DECREASED
Shares43,563 from 44,074
Change-511 (-1%)
Value$4.3M (+$191.1K)
Filed 2026-10-27
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares43,542 from 54,238
Change-10,696 (-20%)
Value$4.3M (-$748.7K)
Filed 2026-10-22
Eagle Bluffs Wealth Management LLC
INCREASED
Shares43,204 from 42,958
Change+246 (+1%)
Value$4.2M (+$259.0K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares42,501 from 41,755
Change+746 (+2%)
Value$4.2M (+$301.3K)
Filed 2026-11-03
Quadrant Capital Group LLC
INCREASED
Shares42,371 from 41,980
Change+391 (+1%)
Value$4.1M (+$191.6K)
Filed 2026-10-20
Securian Asset Management, Inc
DECREASED
Shares42,225 from 43,441
Change-1,216 (-3%)
Value$4.1M (-$284.8K)
Filed 2026-11-06
Community Financial Services Group, LLC
DECREASED
Shares42,153 from 43,565
Change-1,412 (-3%)
Value$4.1M (-$26.1K)
Filed 2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED
Shares42,041 from 42,083
Change-42 (0%)
Value$4.1M (+$226.0K)
Filed 2026-10-13
Asio Capital, LLC
INCREASED
Shares41,710 from 40,827
Change+883 (+2%)
Value$4.1M (+$309.6K)
Filed 2026-10-19
E. Ohman J:or Asset Management AB
UNCHANGED
Shares41,700 from 41,700
Change0 (0%)
Value$4.1M (+$228.1K)
Filed 2026-10-22
Mengis Capital Management, Inc.
DECREASED
Shares40,959 from 41,058
Change-99 (0%)
Value$4.0M (+$214.9K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares40,725 from 57,465
Change-16,740 (-29%)
Value$4.0M (-$1.3M)
Filed 2026-10-13
Machina Capital S.A.S.
INCREASED
Shares40,620 from 11,190
Change+29,430 (+263%)
Value$4.0M (+$2.9M)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares40,498 from 41,684
Change-1,186 (-3%)
Value$4.0M (+$112.1K)
Filed 2026-10-19
Pine Haven Investment Counsel, Inc
DECREASED
Shares40,314 from 40,379
Change-65 (0%)
Value$3.9M (+$214.5K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
DECREASED
Shares40,210 from 40,907
Change-697 (-2%)
Value$3.9M (+$155.6K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares39,529 from 50,667
Change-11,138 (-22%)
Value$3.9M (-$811.5K)
Filed 2026-10-23
ARQ Wealth Advisors, LLC
DECREASED
Shares39,521 from 44,613
Change-5,092 (-11%)
Value$3.9M (-$634.2K)
Filed 2026-10-29
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares39,265 from 40,174
Change-909 (-2%)
Value$3.8M (+$130.9K)
Filed 2026-10-19
Sculati Wealth Management, LLC
UNCHANGED
Shares38,918 from 38,918
Change0 (0%)
Value$3.8M (-$175.1K)
Filed 2026-10-19
Community Trust & Investment Co
DECREASED
Shares38,765 from 39,709
Change-944 (-2%)
Value$3.8M (+$124.9K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares38,518 from 43,007
Change-4,489 (-10%)
Value$3.8M (-$203.5K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares38,006 from 35,009
Change+2,997 (+9%)
Value$3.7M (+$484.1K)
Filed 2026-11-05
Montag A & Associates Inc
DECREASED
Shares37,878 from 39,480
Change-1,602 (-4%)
Value$3.7M (+$59.4K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED
Shares37,829 from 39,757
Change-1,928 (-5%)
Value$3.7M (+$29.0K)
Filed 2026-10-23
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares37,085 from 38,245
Change-1,160 (-3%)
Value$3.6M (+$95.8K)
Filed 2026-10-30
Means Investment Co., Inc.
DECREASED
Shares37,009 from 38,433
Change-1,424 (-4%)
Value$3.6M (+$71.1K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares37,005 from 37,152
Change-147 (0%)
Value$3.6M (+$188.8K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares36,783 from 36,736
Change+47 (+0%)
Value$3.6M (+$205.5K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares36,650 from 37,553
Change-903 (-2%)
Value$3.6M (+$117.2K)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares36,550 from 36,567
Change-17 (0%)
Value$3.6M (+$198.3K)
Filed 2026-11-05
Central Bank & Trust Co
INCREASED
Shares36,423 from 36,272
Change+151 (+0%)
Value$3.6M (+$213.2K)
Filed 2026-10-09
Diversify Wealth Management, LLC
DECREASED
Shares35,949 from 37,110
Change-1,161 (-3%)
Value$3.4M (-$481.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares35,949 from 37,110
Change-1,161 (-3%)
Value$3.4M (-$481.1K)
Filed 2026-10-20
Praxis Investment Management Inc
UNCHANGED
Shares35,800 from 35,800
Change0 (0%)
Value$3.5K (-$3.3M)
Filed 2026-11-03
HF Advisory Group, LLC
DECREASED
Shares35,531 from 41,262
Change-5,731 (-14%)
Value$3.5M (-$334.4K)
Filed 2026-10-09
Resonant Capital Advisors, LLC
INCREASED
Shares34,898 from 34,666
Change+232 (+1%)
Value$3.4M (+$212.3K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares34,867 from 31,293
Change+3,574 (+11%)
Value$3.4M (+$520.5K)
Filed 2026-10-23
Birinyi Associates Inc
INCREASED
Shares34,856 from 12,607
Change+22,249 (+176%)
Value$3.4K (-$1.2M)
Filed 2026-10-28
Vontobel Holding Ltd.
INCREASED
Shares34,746 from 28,129
Change+6,617 (+24%)
Value$3.4M (+$800.6K)
Filed 2026-10-16
Stableford Capital II LLC
DECREASED
Shares34,514 from 37,961
Change-3,447 (-9%)
Value$3.4M (-$129.3K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
DECREASED
Shares34,441 from 34,464
Change-23 (0%)
Value$3.4M (+$186.2K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares34,264 from 37,381
Change-3,117 (-8%)
Value$3.1M (-$694.7K)
Filed 2026-10-27
LS Investment Advisors, LLC
DECREASED
Shares34,103 from 42,842
Change-8,739 (-20%)
Value$3.3M (-$619.8K)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares33,750 from 16,682
Change+17,068 (+102%)
Value$3.3M (+$1.8M)
Filed 2026-10-14
Financial Advisory Partners, LLC
DECREASED
Shares33,596 from 33,906
Change-310 (-1%)
Value$3.3M (+$155.2K)
Filed 2026-10-23
Garrison Bradford & Associates Inc
INCREASED
Shares33,554 from 27,360
Change+6,194 (+23%)
Value$3.3M (+$755.1K)
Filed 2026-10-27
Chemistry Wealth Management LLC
INCREASED
Shares33,335 from 33,326
Change+9 (+0%)
Value$3.3M (+$183.2K)
Filed 2026-10-16
Donoghue Forlines LLC
NEW
Shares33,271
Change+33,271
Value$3.3M
Filed 2026-11-02
GenTrust, LLC
DECREASED
Shares33,189 from 167,924
Change-134,735 (-80%)
Value$3.2M (-$12.3M)
Filed 2026-11-06
Kestra Investment Management, LLC
DECREASED
Shares33,118 from 35,882
Change-2,764 (-8%)
Value$3.2M (-$73.5K)
Filed 2026-11-04
Cascade Investment Advisors, Inc.
DECREASED
Shares33,010 from 34,445
Change-1,435 (-4%)
Value$3.2M (+$48.2K)
Filed 2026-11-02
Finer Wealth Management, Inc.
INCREASED
Shares32,983 from 32,665
Change+318 (+1%)
Value$3.2M (+$209.7K)
Filed 2026-10-16
CWA Asset Management Group, LLC
INCREASED
Shares32,961 from 32,141
Change+820 (+3%)
Value$3.2M (+$255.9K)
Filed 2026-10-19
Lakehouse Capital Pty Ltd
UNCHANGED
Shares32,894 from 32,894
Change0 (0%)
Value$3.2K (-$3.0M)
Filed 2026-10-06
Sepio Capital, LP
DECREASED
Shares32,666 from 36,204
Change-3,538 (-10%)
Value$3.2M (-$147.8K)
Filed 2026-10-22
Harfst & Associates, Inc.
DECREASED
Shares32,666 from 32,702
Change-36 (0%)
Value$3.2M (+$175.3K)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares32,480 from 141
Change+32,339 (+22935%)
Value$3.2M (+$3.2M)
Filed 2026-11-03
Tema Etfs LLC
INCREASED
Shares32,302 from 31,695
Change+607 (+2%)
Value$3.2M (+$232.7K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares32,243 from 29,597
Change+2,646 (+9%)
Value$3.2M (+$421.0K)
Filed 2026-10-30
Royal Palms Capital LLC
INCREASED
Shares31,944 from 31,257
Change+687 (+2%)
Value$3.1M (+$238.1K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares31,920 from 29,058
Change+2,862 (+10%)
Value$3.1M (+$438.7K)
Filed 2026-11-05
Gill Capital Partners, LLC
INCREASED
Shares31,720 from 31,620
Change+100 (+0%)
Value$3.1M (+$182.8K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares31,659
Change+31,659
Value$3.1M
Filed 2026-10-19
Smithbridge Asset Management Inc
DECREASED
Shares31,252 from 31,655
Change-403 (-1%)
Value$3.1M (+$133.8K)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares31,032 from 25,540
Change+5,492 (+22%)
Value$3.0M (+$676.5K)
Filed 2026-10-26
Mraz, Amerine & Associates, Inc.
INCREASED
Shares30,949 from 30,923
Change+26 (+0%)
Value$3.0M (+$171.7K)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares30,925 from 30,794
Change+131 (+0%)
Value$3.0K (-$2.8M)
Filed 2026-10-22
Beacon Financial Group
DECREASED
Shares30,922 from 32,102
Change-1,180 (-4%)
Value$3.0M (+$60.2K)
Filed 2026-10-19
GPM Growth Investors, Inc.
DECREASED
Shares30,737 from 31,304
Change-567 (-2%)
Value$3.0M (+$115.8K)
Filed 2026-10-30
Iowa State Bank
INCREASED
Shares30,610 from 30,099
Change+511 (+2%)
Value$3.0M (+$214.6K)
Filed 2026-10-06
Scott & Selber, Inc.
INCREASED
Shares30,566 from 30,562
Change+4 (+0%)
Value$3.0M (+$167.6K)
Filed 2026-10-21
V-Square Quantitative Management LLC
INCREASED
Shares30,561 from 29,685
Change+876 (+3%)
Value$3.0M (+$248.0K)
Filed 2026-10-15
Juno Financial Group LLC
INCREASED
Shares30,504 from 29,809
Change+695 (+2%)
Value$3.0M (+$231.0K)
Filed 2026-10-27
Compass Wealth Management LLC
DECREASED
Shares30,028 from 30,946
Change-918 (-3%)
Value$2.9M (+$79.5K)
Filed 2026-10-22
John G Ullman & Associates Inc
DECREASED
Shares29,895 from 30,595
Change-700 (-2%)
Value$2.9M (+$98.9K)
Filed 2026-11-04
Kintegral Advisory, LLC
INCREASED
Shares29,714 from 29,547
Change+167 (+1%)
Value$2.9M (+$177.9K)
Filed 2026-10-16
Oak Thistle LLC
NEW
Shares29,415
Change+29,415
Value$2.9M
Filed 2026-10-21
Canandaigua National Bank & Trust Co
DECREASED
Shares29,365 from 29,489
Change-124 (0%)
Value$2.9M (+$149.2K)
Filed 2026-10-07
Norden Group LLC
INCREASED
Shares29,140 from 28,238
Change+902 (+3%)
Value$2.8M (+$242.6K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED
Shares29,071 from 29,271
Change-200 (-1%)
Value$2.8M (+$140.6K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares29,035 from 27,340
Change+1,695 (+6%)
Value$2.8M (+$315.3K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares28,839 from 28,612
Change+227 (+1%)
Value$2.8M (+$178.6K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares28,580 from 27,938
Change+642 (+2%)
Value$2.8M (+$216.3K)
Filed 2026-10-08
Cypress Capital, LLC
INCREASED
Shares28,486 from 27,970
Change+516 (+2%)
Value$2.8M (+$203.4K)
Filed 2026-10-20
Wynn Capital, LLC
INCREASED
Shares28,415 from 28,315
Change+100 (+0%)
Value$2.8M (+$164.7K)
Filed 2026-10-13
Vaughan David Investments LLC
UNCHANGED
Shares28,087 from 28,087
Change0 (0%)
Value$2.7K (-$2.6M)
Filed 2026-11-05
Martin Capital Advisors, LLP
DECREASED
Shares27,939 from 28,119
Change-180 (-1%)
Value$2.7M (+$136.2K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
INCREASED
Shares27,910 from 25,881
Change+2,029 (+8%)
Value$2.7M (+$339.9K)
Filed 2026-10-15
Mount Vernon Associates Inc
DECREASED
Shares27,625 from 28,000
Change-375 (-1%)
Value$2.7K (-$2.6M)
Filed 2026-10-26
GS Investments, Inc.
DECREASED
Shares27,552 from 27,706
Change-154 (-1%)
Value$2.7M (+$136.5K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares27,457 from 25,718
Change+1,739 (+7%)
Value$2.7M (+$310.6K)
Filed 2026-10-21
Carmel Capital Partners, LLC
DECREASED
Shares27,439 from 30,862
Change-3,423 (-11%)
Value$2.7M (-$165.8K)
Filed 2026-11-03
Washington Trust Bank
NEW
Shares27,428
Change+27,428
Value$2.7M
Filed 2026-11-03
Hager Investment Management Services, LLC
DECREASED
Shares27,076 from 30,840
Change-3,764 (-12%)
Value$2.6M (-$199.2K)
Filed 2026-11-04
Roberts Wealth Advisors, LLC
DECREASED
Shares26,988 from 27,086
Change-98 (0%)
Value$2.6M (+$138.6K)
Filed 2026-10-14
CenterBook Partners LP
NEW
Shares26,977
Change+26,977
Value$2.6M
Filed 2026-11-02
Regions Financial Corp
INCREASED
Shares26,908 from 20,537
Change+6,371 (+31%)
Value$2.6M (+$735.0K)
Filed 2026-11-05
Correct Capital Wealth Management
INCREASED
Shares26,869 from 26,854
Change+15 (+0%)
Value$2.6M (+$148.4K)
Filed 2026-11-02
Whitener Capital Management, Inc.
INCREASED
Shares26,860 from 24,877
Change+1,983 (+8%)
Value$2.6M (+$329.9K)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares26,127 from 17,455
Change+8,672 (+50%)
Value$2.6M (+$943.1K)
Filed 2026-11-04
Ascent Wealth Partners, LLC
DECREASED
Shares26,100 from 26,572
Change-472 (-2%)
Value$2.6M (+$99.2K)
Filed 2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares26,017 from 33,715
Change-7,698 (-23%)
Value$2.5M (-$568.0K)
Filed 2026-11-03
Cannon Capital Management, Inc.
INCREASED
Shares25,991 from 25,895
Change+96 (+0%)
Value$2.5M (+$151.0K)
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares25,891 from 25,749
Change+142 (+1%)
Value$2.5M (+$154.8K)
Filed 2026-10-20
Aspen Investment Management Inc
DECREASED
Shares25,629 from 25,797
Change-168 (-1%)
Value$2.5K (+$125)
Filed 2026-11-05
3Chopt Investment Partners, LLC
INCREASED
Shares25,590 from 24,941
Change+649 (+3%)
Value$2.5M (+$199.9K)
Filed 2026-10-30
Hudson Canyon Capital Management
DECREASED
Shares25,565 from 27,139
Change-1,574 (-6%)
Value$2.5M (-$5.4K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares25,429 from 18,745
Change+6,684 (+36%)
Value$2.5M (+$530.3K)
Filed 2026-10-09
Coronation Fund Managers Ltd.
DECREASED
Shares25,360 from 385,511
Change-360,151 (-93%)
Value$2.5M (-$33.1M)
Filed 2026-10-27
Nixon Peabody Trust Co
NEW
Shares24,633
Change+24,633
Value$2.4M
Filed 2026-10-23
Coastline Trust Co
DECREASED
Shares24,620 from 26,421
Change-1,801 (-7%)
Value$2.4M (-$31.5K)
Filed 2026-10-01
Salem Investment Counselors Inc
DECREASED
Shares24,531 from 24,931
Change-400 (-2%)
Value$2.4M (+$97.3K)
Filed 2026-10-13
Citizens & Northern Corp
DECREASED
Shares24,375 from 24,570
Change-195 (-1%)
Value$2.4M (+$115.3K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares24,232 from 4,063
Change+20,169 (+496%)
Value$2.4M (+$2.0M)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares24,140 from 25,348
Change-1,208 (-5%)
Value$2.4M (+$20.5K)
Filed 2026-10-13
Kozak & Associates, Inc.
DECREASED
Shares24,109 from 25,933
Change-1,824 (-7%)
Value$2.1M (-$343.9K)
Filed 2026-10-29
Heck Capital Advisors, LLC
NEW
Shares24,020
Change+24,020
Value$2.3M
Filed 2026-10-14
City Holding Co
INCREASED
Shares23,882 from 22,846
Change+1,036 (+5%)
Value$2.3M (+$226.2K)
Filed 2026-10-19
Valley National Advisers Inc
DECREASED
Shares23,878 from 23,901
Change-23 (0%)
Value$2.3M (+$128.6K)
Filed 2026-10-23
Provident Investment Management, Inc.
DECREASED
Shares23,750 from 55,700
Change-31,950 (-57%)
Value$2.3M (-$2.8M)
Filed 2026-10-23
Aspiriant, LLC
DECREASED
Shares23,634 from 23,847
Change-213 (-1%)
Value$2.3M (+$109.6K)
Filed 2026-10-16
Columbia Asset Management
DECREASED
Shares23,600 from 24,616
Change-1,016 (-4%)
Value$2.3M (+$35.3K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares23,358 from 23,357
Change+1 (0%)
Value$2.3M (+$127.9K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares23,237 from 21,946
Change+1,291 (+6%)
Value$2.3M (+$246.2K)
Filed 2026-11-04
Riverwater Partners LLC
DECREASED
Shares23,169 from 23,399
Change-230 (-1%)
Value$2.3M (+$105.5K)
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares23,128 from 128
Change+23,000 (+17969%)
Value$2.3M (+$2.2M)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares23,011 from 21,400
Change+1,611 (+8%)
Value$2.2M (+$274.6K)
Filed 2026-10-13
Wolff Wiese Magana LLC
INCREASED
Shares22,851 from 22,487
Change+364 (+2%)
Value$2.2M (+$158.6K)
Filed 2026-10-15
Aviso Wealth Management
DECREASED
Shares22,796 from 23,252
Change-456 (-2%)
Value$2.2M (+$82.6K)
Filed 2026-11-04
Investment Advisory Services Inc
DECREASED
Shares22,734 from 22,960
Change-226 (-1%)
Value$2.2M (+$103.5K)
Filed 2026-10-27
MBM Wealth Consultants, LLC
INCREASED
Shares22,671 from 21,681
Change+990 (+5%)
Value$2.2M (+$215.4K)
Filed 2026-10-20
Chesley Taft & Associates LLC
UNCHANGED
Shares22,641 from 22,641
Change0 (0%)
Value$2.2M (+$123.8K)
Filed 2026-10-13
Diversified Investment Strategies, LLC
UNCHANGED
Shares22,635 from 22,635
Change0 (0%)
Value$2.2M (+$123.8K)
Filed 2026-10-28
VCI Wealth Management LLC
DECREASED
Shares22,412 from 25,509
Change-3,097 (-12%)
Value$2.2M (-$163.2K)
Filed 2026-10-29
Old National Bancorp
DECREASED
Shares21,898 from 22,595
Change-697 (-3%)
Value$2.1M (+$55.5K)
Filed 2026-10-20
HBK Sorce Advisory LLC
DECREASED
Shares21,883 from 23,120
Change-1,237 (-5%)
Value$2.0M (-$471.5K)
Filed 2026-11-06
Tealwood Asset Management Inc
DECREASED
Shares21,855 from 22,875
Change-1,020 (-4%)
Value$2.1K (+$25)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares21,851 from 15,040
Change+6,811 (+45%)
Value$2.1M (+$748.0K)
Filed 2026-10-26
Essex Bank
UNCHANGED
Shares21,788 from 21,788
Change0 (0%)
Value$2.1M (+$119.2K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares21,492 from 23,929
Change-2,437 (-10%)
Value$2.1M (-$107.3K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
INCREASED
Shares21,474 from 21,369
Change+105 (+0%)
Value$2.1M (+$127.2K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares21,280 from 20,242
Change+1,038 (+5%)
Value$2.1M (+$212.1K)
Filed 2026-10-09
Bank Pictet & Cie (Europe) AG
INCREASED
Shares21,235 from 20,860
Change+375 (+2%)
Value$2.1M (+$150.8K)
Filed 2026-10-20
Retirement Guys Formula LLC
NEW
Shares21,143
Change+21,143
Value$2.1M
Filed 2026-10-26
Uhlmann Price Securities, LLC
DECREASED
Shares20,956 from 22,467
Change-1,511 (-7%)
Value$2.1M (-$9.6K)
Filed 2026-11-03
Strata Wealth Advisors, LLC
DECREASED
Shares20,912 from 31,904
Change-10,992 (-34%)
Value$2.0M (-$899.8K)
Filed 2026-10-16
Elevated Private Wealth, LLC
DECREASED
Shares20,874 from 21,274
Change-400 (-2%)
Value$2.0M (+$77.3K)
Filed 2026-10-15
Harmony Asset Management LLC
INCREASED
Shares20,606 from 19,156
Change+1,450 (+8%)
Value$2.0M (+$246.5K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares20,529 from 20,808
Change-279 (-1%)
Value$2.0M (+$86.5K)
Filed 2026-11-05
Moody National Bank Trust Division
INCREASED
Shares20,514 from 19,220
Change+1,294 (+7%)
Value$2.0M (+$231.6K)
Filed 2026-10-06
NBT Bank, N.A.
INCREASED
Shares20,480 from 19,627
Change+853 (+4%)
Value$2.0M (+$190.7K)
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares20,446 from 24,434
Change-3,988 (-16%)
Value$2.0M (-$256.1K)
Filed 2026-11-06
Whelan Financial
INCREASED
Shares20,387 from 19,156
Change+1,231 (+6%)
Value$2.0M (+$225.1K)
Filed 2026-10-28
Oakmont Investment Advisors, Inc.
DECREASED
Shares20,208 from 32,113
Change-11,905 (-37%)
Value$2.0M (-$987.9K)
Filed 2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares20,000 from 25,000
Change-5,000 (-20%)
Value$2.0K (-$2.3M)
Filed 2026-10-22
Cidel Asset Management Inc
INCREASED
Shares19,870 from 19,542
Change+328 (+2%)
Value$1.9M (+$139.0K)
Filed 2026-10-29
Power Wealth Management LLC
INCREASED
Shares19,625 from 19,430
Change+195 (+1%)
Value$1.9M (+$125.3K)
Filed 2026-10-27
United Bank
INCREASED
Shares19,452 from 16,655
Change+2,797 (+17%)
Value$1.9M (+$364.5K)
Filed 2026-11-06
Daytona Street Capital LLC
UNCHANGED
Shares19,450 from 19,450
Change0 (0%)
Value$1.9M (-$104.3K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares19,202 from 17,958
Change+1,244 (+7%)
Value$1.9M (+$219.8K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
DECREASED
Shares19,099 from 20,316
Change-1,217 (-6%)
Value$1.9M (-$7.8K)
Filed 2026-10-19
Jeppson Wealth Management, LLC
DECREASED
Shares19,083 from 19,132
Change-49 (0%)
Value$1.9M (+$99.9K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares19,024 from 19,024
Change0 (0%)
Value$1.9M (+$104.1K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
DECREASED
Shares18,967 from 19,642
Change-675 (-3%)
Value$1.9M (+$41.5K)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares18,698 from 19,833
Change-1,135 (-6%)
Value$1.8M (-$2.4K)
Filed 2026-11-06
Tlwm
DECREASED
Shares18,541 from 18,642
Change-101 (-1%)
Value$1.8M (+$92.1K)
Filed 2026-10-09
Trust Asset Management LLC
DECREASED
Shares18,318 from 18,377
Change-59 (0%)
Value$1.8M (+$94.8K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
DECREASED
Shares18,317 from 18,519
Change-202 (-1%)
Value$1.8M (+$81.5K)
Filed 2026-10-16
Garde Capital, Inc.
DECREASED
Shares18,298 from 19,108
Change-810 (-4%)
Value$1.8M (+$25.4K)
Filed 2026-10-29
Cookson Peirce & Co Inc
DECREASED
Shares18,187 from 20,859
Change-2,672 (-13%)
Value$1.8M (-$147.0K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares18,054 from 8,411
Change+9,643 (+115%)
Value$1.8M (+$988.5K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares17,956 from 16,315
Change+1,641 (+10%)
Value$1.8M (+$249.7K)
Filed 2026-11-05
Paradigm Asset Management Co LLC
DECREASED
Shares17,900 from 19,900
Change-2,000 (-10%)
Value$1.7M (-$86.6K)
Filed 2026-11-05
Everest Financial Group LLC
INCREASED
Shares17,892 from 15,442
Change+2,450 (+16%)
Value$1.7M (+$324.0K)
Filed 2026-11-06
Clear Harbor Asset Management, LLC
INCREASED
Shares17,880 from 17,875
Change+5 (+0%)
Value$1.7M (+$98.3K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,874 from 19,009
Change-1,135 (-6%)
Value$1.7M (-$7.0K)
Filed 2026-10-20
Howard Financial Services, Ltd.
INCREASED
Shares17,835 from 17,258
Change+577 (+3%)
Value$1.7M (+$150.8K)
Filed 2026-10-15
Zullo Investment Group, Inc.
INCREASED
Shares17,824 from 17,802
Change+22 (+0%)
Value$1.7M (+$99.5K)
Filed 2026-10-20
Letko, Brosseau & Associates Inc
UNCHANGED
Shares17,771 from 17,771
Change0 (0%)
Value$1.7M (+$97.2K)
Filed 2026-11-06
Providence Wealth Advisors, LLC
INCREASED
Shares17,659 from 17,636
Change+23 (+0%)
Value$1.7M (+$3.0K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares17,646 from 18,180
Change-534 (-3%)
Value$1.7M (+$47.2K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares17,638 from 16,869
Change+769 (+5%)
Value$1.7M (+$167.4K)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares17,631 from 12,543
Change+5,088 (+41%)
Value$1.7M (+$565.9K)
Filed 2026-10-13
Shepherd Street Advisors LLC
INCREASED
Shares17,543 from 17,313
Change+230 (+1%)
Value$1.7M (-$83.2K)
Filed 2026-10-21
Elyxium Wealth, LLC
INCREASED
Shares17,504 from 16,772
Change+732 (+4%)
Value$1.7M (+$163.3K)
Filed 2026-10-27
Athena Wealth Management, LLC
INCREASED
Shares17,283 from 16,551
Change+732 (+4%)
Value$1.7M (+$162.0K)
Filed 2026-10-09
Maia Wealth LLC
DECREASED
Shares17,233 from 22,367
Change-5,134 (-23%)
Value$1.7M (-$379.5K)
Filed 2026-10-19
Masterinvest Kapitalanlage GmbH
DECREASED
Shares17,232 from 32,732
Change-15,500 (-47%)
Value$1.7M (-$1.3M)
Filed 2026-11-03
Embree Financial Group
DECREASED
Shares16,887 from 17,124
Change-237 (-1%)
Value$1.7M (+$70.5K)
Filed 2026-10-22
RMR Capital Management, LLC
UNCHANGED
Shares16,845 from 16,845
Change0 (0%)
Value$1.6M (+$92.1K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
INCREASED
Shares16,813 from 16,663
Change+150 (+1%)
Value$1.6M (+$105.8K)
Filed 2026-10-14
Lederer & Associates Investment Counsel
DECREASED
Shares16,723 from 17,601
Change-878 (-5%)
Value$1.6K (+$11)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares16,715 from 14,792
Change+1,923 (+13%)
Value$1.6M (+$294.3K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares16,704 from 16,443
Change+261 (+2%)
Value$1.6M (+$115.5K)
Filed 2026-10-07
MCF Advisors LLC
INCREASED
Shares16,630 from 15,450
Change+1,180 (+8%)
Value$1.6M (+$199.8K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares16,615 from 14,950
Change+1,665 (+11%)
Value$1.6M (+$86.0K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED
Shares16,612 from 16,612
Change0 (0%)
Value$1.6M (+$90.9K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
UNCHANGED
Shares16,522 from 16,522
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-26
WT Wealth Management
DECREASED
Shares16,334 from 22,341
Change-6,007 (-27%)
Value$1.6M (-$464.9K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares16,298 from 14,731
Change+1,567 (+11%)
Value$1.6M (+$233.7K)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares16,291 from 17,473
Change-1,182 (-7%)
Value$1.6M (-$20.0K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares16,204 from 25,260
Change-9,056 (-36%)
Value$1.6M (-$746.9K)
Filed 2026-11-05
Portfolio Design Labs, LLC
INCREASED
Shares16,179 from 16,072
Change+107 (+1%)
Value$1.6M (+$98.3K)
Filed 2026-11-04
Trust Co of Toledo NA
DECREASED
Shares16,138 from 16,358
Change-220 (-1%)
Value$1.6M (+$68.0K)
Filed 2026-10-16
Fusion Capital, LLC
INCREASED
Shares16,113 from 15,934
Change+179 (+1%)
Value$1.6M (+$104.7K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
INCREASED
Shares16,020 from 9,037
Change+6,983 (+77%)
Value$1.6M (+$716.5K)
Filed 2026-10-13
Caldwell Trust Co
DECREASED
Shares15,774 from 17,940
Change-2,166 (-12%)
Value$1.5M (-$113.6K)
Filed 2026-10-30
Insight 2811, Inc.
DECREASED
Shares15,715 from 17,370
Change-1,655 (-10%)
Value$1.5M (-$66.7K)
Filed 2026-11-06
Meriwether Wealth & Planning, LLC
DECREASED
Shares15,685 from 15,830
Change-145 (-1%)
Value$1.5M (+$72.4K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares15,482 from 15,778
Change-296 (-2%)
Value$1.5M (+$57.4K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares15,474 from 16,966
Change-1,492 (-9%)
Value$1.5K (-$1.6M)
Filed 2026-10-22
Chicago Capital, LLC
DECREASED
Shares15,472 from 15,527
Change-55 (0%)
Value$1.5M (+$79.6K)
Filed 2026-10-13
Postrock Partners LLC
UNCHANGED
Shares15,444 from 15,444
Change0 (0%)
Value$1.5M (+$84.5K)
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares15,334 from 16,193
Change-859 (-5%)
Value$1.4M (-$344.0K)
Filed 2026-11-02
Boyd Watterson Asset Management LLC
INCREASED
Shares15,306 from 15,028
Change+278 (+2%)
Value$1.5M (+$109.4K)
Filed 2026-11-06
Cigna Investments Inc
DECREASED
Shares15,293 from 15,538
Change-245 (-2%)
Value$1.5K (-$1.4M)
Filed 2026-10-19
Fisher Funds Management LTD
NEW
Shares15,200
Change+15,200
Value$1.5M
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares15,167 from 15,136
Change+31 (+0%)
Value$1.5M (+$85.8K)
Filed 2026-11-04
Profund Advisors LLC
INCREASED
Shares15,141 from 13,700
Change+1,441 (+11%)
Value$1.5M (+$215.8K)
Filed 2026-10-29
Neumann Capital Management, LLC
DECREASED
Shares15,029 from 15,232
Change-203 (-1%)
Value$1.5M (+$63.5K)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares14,946 from 14,040
Change+906 (+6%)
Value$1.5M (+$165.3K)
Filed 2026-10-15
Mainstream Capital Management LLC
DECREASED
Shares14,829 from 16,030
Change-1,201 (-7%)
Value$1.4M (-$29.7K)
Filed 2026-10-23
Garner Asset Management Corp
DECREASED
Shares14,785 from 15,707
Change-922 (-6%)
Value$1.3M (-$122.6K)
Filed 2026-10-30
Montecito Bank & Trust
DECREASED
Shares14,767 from 14,777
Change-10 (0%)
Value$1.4M (+$79.9K)
Filed 2026-10-01
Canopy Partners, LLC
INCREASED
Shares14,748 from 14,651
Change+97 (+1%)
Value$1.4M (+$89.6K)
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares14,732 from 11,547
Change+3,185 (+28%)
Value$1.4M (+$374.5K)
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares14,720 from 14,643
Change+77 (+1%)
Value$1.4M (+$87.6K)
Filed 2026-11-03
Perryman Financial Advisory Inc
DECREASED
Shares14,707 from 16,264
Change-1,557 (-10%)
Value$1.4M (-$63.3K)
Filed 2026-10-16
Everhart Financial Group, Inc.
INCREASED
Shares14,503 from 13,894
Change+609 (+4%)
Value$1.4M (+$135.6K)
Filed 2026-10-08
Sheets Smith Wealth Management
DECREASED
Shares14,421 from 14,521
Change-100 (-1%)
Value$1.4M (+$69.7K)
Filed 2026-10-16
Uncommon Cents Investing Inc
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$1.4M (+$78.8K)
Filed 2026-10-20
Fruth Investment Management
UNCHANGED
Shares14,245 from 14,245
Change0 (0%)
Value$1.4K (+$78)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares14,168 from 14,046
Change+122 (+1%)
Value$1.4M (+$88.8K)
Filed 2026-10-27
Summit Global Investments
INCREASED
Shares14,124 from 8,721
Change+5,403 (+62%)
Value$1.4K (-$803.6K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares14,118 from 5,472
Change+8,646 (+158%)
Value$1.4M (+$875.0K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED
Shares14,116 from 14,088
Change+28 (+0%)
Value$1.4M (+$79.9K)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares14,056 from 13,855
Change+201 (+1%)
Value$1.4M (+$95.4K)
Filed 2026-10-19
iA Global Asset Management Inc.
DECREASED
Shares13,965 from 26,386
Change-12,421 (-47%)
Value$1.4K (-$2.4M)
Filed 2026-10-29
SVB Wealth LLC
DECREASED
Shares13,951 from 16,797
Change-2,846 (-17%)
Value$1.4M (-$186.3K)
Filed 2026-11-06
HBW Advisory Services LLC
DECREASED
Shares13,941 from 18,310
Change-4,369 (-24%)
Value$1.4M (-$326.8K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares13,897 from 15,516
Change-1,619 (-10%)
Value$1.4M (-$73.4K)
Filed 2026-10-15
Cullen T Bankers, Inc.
DECREASED
Shares13,817 from 14,818
Change-1,001 (-7%)
Value$1.4M (-$16.8K)
Filed 2026-10-28
Asset One Wealth Management LLC
NEW
Shares13,752
Change+13,752
Value$1.3M
Filed 2026-11-02
XXI Wealth, LLC
INCREASED
Shares13,736 from 12,000
Change+1,736 (+14%)
Value$1.3M (+$235.3K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares13,699 from 11,497
Change+2,202 (+19%)
Value$1.3M (+$278.2K)
Filed 2026-10-21
Alps Advisors Inc
DECREASED
Shares13,573 from 14,049
Change-476 (-3%)
Value$1.3M (+$30.3K)
Filed 2026-11-03
Catalyst Financial Partners LLC
INCREASED
Shares13,541 from 13,433
Change+108 (+1%)
Value$1.3M (+$84.0K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares13,515 from 13,600
Change-85 (-1%)
Value$1.3M (+$66.1K)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
DECREASED
Shares13,515 from 13,578
Change-63 (0%)
Value$1.3M (+$68.1K)
Filed 2026-10-30
Clearstead Trust, LLC
INCREASED
Shares13,447 from 13,064
Change+383 (+3%)
Value$1.3M (+$108.9K)
Filed 2026-11-06
Leisure Capital Management
UNCHANGED
Shares13,373 from 13,373
Change0 (0%)
Value$1.3M (+$73.2K)
Filed 2026-11-03
PVG Asset Management Corp
DECREASED
Shares13,369 from 13,439
Change-70 (-1%)
Value$1.3M (+$66.7K)
Filed 2026-10-19
Stablepoint Partners, LLC
INCREASED
Shares13,309 from 12,611
Change+698 (+6%)
Value$1.3M (+$137.2K)
Filed 2026-11-03
Strong Retirement Solutions LLC
DECREASED
Shares13,259 from 13,364
Change-105 (-1%)
Value$1.3M (+$62.8K)
Filed 2026-10-07
BIP Wealth, LLC
DECREASED
Shares13,250 from 13,383
Change-133 (-1%)
Value$1.3M (+$60.2K)
Filed 2026-10-22
Hardy Reed LLC
DECREASED
Shares13,158 from 13,305
Change-147 (-1%)
Value$1.3M (+$58.4K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares13,113 from 13,040
Change+73 (+1%)
Value$1.3M (+$78.4K)
Filed 2026-10-29
Central Trust Co
DECREASED
Shares13,036 from 14,059
Change-1,023 (-7%)
Value$1.3M (-$23.0K)
Filed 2026-11-05
Directional Asset Management
DECREASED
Shares12,969 from 13,231
Change-262 (-2%)
Value$1.3M (+$46.8K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares12,954 from 15,829
Change-2,875 (-18%)
Value$1.3M (-$194.4K)
Filed 2026-10-13
Granite Investment Partners, LLC
UNCHANGED
Shares12,810 from 12,810
Change0 (0%)
Value$1.3M (+$70.1K)
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares12,787 from 12,784
Change+3 (+0%)
Value$1.2M (+$70.2K)
Filed 2026-10-30
Colton Groome Financial Advisors, LLC
DECREASED
Shares12,760 from 12,886
Change-126 (-1%)
Value$1.2M (+$58.2K)
Filed 2026-10-06
Parrish Capital LLC
DECREASED
Shares12,649 from 12,722
Change-73 (-1%)
Value$1.2M (+$62.5K)
Filed 2026-10-01
71 West Capital Partners
INCREASED
Shares12,632 from 11,902
Change+730 (+6%)
Value$1.2M (+$136.5K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares12,605 from 6,454
Change+6,151 (+95%)
Value$1.2M (+$636.5K)
Filed 2026-11-04
Capital Advantage, Inc.
INCREASED
Shares12,602 from 11,472
Change+1,130 (+10%)
Value$1.2M (+$173.2K)
Filed 2026-10-14
Angeles Wealth Management, LLC
DECREASED
Shares12,448 from 13,252
Change-804 (-6%)
Value$1.2M (-$6.1K)
Filed 2026-10-26
Hamel Associates, Inc.
DECREASED
Shares12,406 from 12,494
Change-88 (-1%)
Value$1.2M (+$59.7K)
Filed 2026-11-06
Nautilus Advisors LLC
INCREASED
Shares12,401 from 12,338
Change+63 (+1%)
Value$1.2M (-$60.2K)
Filed 2026-10-07
Hohimer Wealth Management, LLC
INCREASED
Shares12,378 from 12,153
Change+225 (+2%)
Value$1.2M (+$88.5K)
Filed 2026-11-04
Paragon Private Wealth Management, LLC
DECREASED
Shares12,355 from 14,356
Change-2,001 (-14%)
Value$1.2M (-$117.2K)
Filed 2026-10-20
Paragon Capital Management Inc
DECREASED
Shares12,258 from 12,416
Change-158 (-1%)
Value$1.2M (+$52.5K)
Filed 2026-10-15
Vertrix Wealth Management, LLC
DECREASED
Shares12,257 from 13,469
Change-1,212 (-9%)
Value$1.2M (-$44.8K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares12,215 from 11,871
Change+344 (+3%)
Value$1.2M (+$98.5K)
Filed 2026-10-14
Revisor Wealth Management LLC
INCREASED
Shares12,186 from 10,720
Change+1,466 (+14%)
Value$1.2M (+$163.2K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares12,121 from 11,898
Change+223 (+2%)
Value$1.2M (+$86.9K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares12,102 from 15,634
Change-3,532 (-23%)
Value$1.2M (-$306.8K)
Filed 2026-10-16
Diversified Trust Co
DECREASED
Shares12,073 from 24,714
Change-12,641 (-51%)
Value$1.2M (-$1.1M)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares12,043 from 13,258
Change-1,215 (-9%)
Value$1.2M (-$46.2K)
Filed 2026-10-26
Citizens National Bank Trust Department
INCREASED
Shares11,967 from 10,382
Change+1,585 (+15%)
Value$1.2M (+$211.7K)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares11,953 from 12,744
Change-791 (-6%)
Value$1.2M (-$7.6K)
Filed 2026-10-28
Summit Asset Management, LLC
INCREASED
Shares11,915 from 11,895
Change+20 (+0%)
Value$1.2M (+$67.0K)
Filed 2026-11-05
Bank of Stockton
DECREASED
Shares11,860 from 12,810
Change-950 (-7%)
Value$1.2M (-$22.8K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares11,795 from 11,325
Change+470 (+4%)
Value$1.2M (+$107.9K)
Filed 2026-10-28
Personal CFO Solutions, LLC
DECREASED
Shares11,703 from 12,622
Change-919 (-7%)
Value$1.1M (-$20.9K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED
Shares11,686 from 9,149
Change+2,537 (+28%)
Value$1.1M (+$298.0K)
Filed 2026-10-16
Howard Capital Management, LLC
DECREASED
Shares11,676 from 11,801
Change-125 (-1%)
Value$1.1M (+$52.3K)
Filed 2026-10-16
Waycross Partners, LLC
NEW
Shares11,647
Change+11,647
Value$1.1M
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares11,605 from 6,770
Change+4,835 (+71%)
Value$1.1M (+$509.6K)
Filed 2026-11-02
Cullinan Associates Inc
DECREASED
Shares11,500 from 11,900
Change-400 (-3%)
Value$1.1M (+$26.0K)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares11,475 from 11,205
Change+270 (+2%)
Value$1.1M (+$87.7K)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares11,395 from 12,602
Change-1,207 (-10%)
Value$1.1M (-$49.0K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares11,340 from 12,539
Change-1,199 (-10%)
Value$1.1M (-$48.6K)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares11,301 from 11,212
Change+89 (+1%)
Value$1.1M (+$70.1K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
INCREASED
Shares11,261 from 9,959
Change+1,302 (+13%)
Value$1.1M (+$181.7K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares11,162 from 10,091
Change+1,071 (+11%)
Value$1.1M (+$162.9K)
Filed 2026-11-03
Lountzis Asset Management, LLC
INCREASED
Shares11,141 from 4,845
Change+6,296 (+130%)
Value$1.1M (+$641.9K)
Filed 2026-10-30
Nabity-Jensen Investment Management Inc
DECREASED
Shares11,095 from 11,100
Change-5 (0%)
Value$1.1M (+$60.2K)
Filed 2026-10-23
Dumont & Blake Investment Advisors LLC
INCREASED
Shares11,072 from 10,987
Change+85 (+1%)
Value$1.1M (+$68.4K)
Filed 2026-10-28
Herold Advisors, Inc.
INCREASED
Shares11,054 from 9,905
Change+1,149 (+12%)
Value$1.1M (+$167.4K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares11,051 from 10,497
Change+554 (+5%)
Value$1.1M (+$111.6K)
Filed 2026-10-26
Financial Consulate, Inc
INCREASED
Shares11,018 from 10,994
Change+24 (+0%)
Value$1.1M (+$62.5K)
Filed 2026-10-23
United Community Bank
DECREASED
Shares10,983 from 11,155
Change-172 (-2%)
Value$1.1M (+$44.2K)
Filed 2026-10-28
Cooper Financial Group
INCREASED
Shares10,952 from 10,739
Change+213 (+2%)
Value$1.1M (+$79.6K)
Filed 2026-10-07
Stone Summit Wealth LLC
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$1.1M (+$59.6K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
UNCHANGED
Shares10,886 from 10,886
Change0 (0%)
Value$1.1M (+$59.5K)
Filed 2026-11-06
Thor Investment Management Inc
INCREASED
Shares10,877 from 10,875
Change+2 (+0%)
Value$1.1M (+$59.7K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares10,858 from 11,004
Change-146 (-1%)
Value$1.1M (+$45.9K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,831 from 10,685
Change+146 (+1%)
Value$1.1M (+$72.7K)
Filed 2026-10-23
Shira Ridge Wealth Management
DECREASED
Shares10,776 from 10,876
Change-100 (-1%)
Value$1.1M (+$49.7K)
Filed 2026-10-09
Premier Path Wealth Partners, LLC
INCREASED
Shares10,691 from 9,897
Change+794 (+8%)
Value$1.0M (+$131.8K)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares10,642 from 10,461
Change+181 (+2%)
Value$1.0M (+$74.9K)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares10,555 from 11,164
Change-609 (-5%)
Value$1.0M (+$1.5K)
Filed 2026-10-28
Greenhaven Associates Inc
DECREASED
Shares10,500 from 12,500
Change-2,000 (-16%)
Value$1.0M (-$127.1K)
Filed 2026-10-26
Equitable Trust Co
DECREASED
Shares10,419 from 10,632
Change-213 (-2%)
Value$1.0M (+$37.3K)
Filed 2026-10-13
Vima LLC
INCREASED
Shares10,352 from 10,351
Change+1 (+0%)
Value$1.0M (+$56.7K)
Filed 2026-10-23
Crumly & Associates Inc.
DECREASED
Shares10,315 from 10,479
Change-164 (-2%)
Value$1.0M (+$41.3K)
Filed 2026-10-07
Worth Asset Management, LLC
NEW
Shares10,301
Change+10,301
Value$1.0M
Filed 2026-10-07
OpenArc Corporate Advisory, LLC
DECREASED
Shares10,297 from 10,371
Change-74 (-1%)
Value$1.0M (+$49.5K)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares10,285 from 10,485
Change-200 (-2%)
Value$1.0M (+$37.8K)
Filed 2026-11-02
Independence Wealth Advisors, LLC
INCREASED
Shares10,237 from 9,927
Change+310 (+3%)
Value$1.0M (+$84.6K)
Filed 2026-10-29
Element Pointe Advisors, LLC
UNCHANGED
Shares10,216 from 10,216
Change0 (0%)
Value$998.5K (+$55.8K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
NEW
Shares10,142
Change+10,142
Value$980.7K
Filed 2026-10-13
Cache Advisors, LLC
INCREASED
Shares10,134 from 2,675
Change+7,459 (+279%)
Value$990.5K (+$743.7K)
Filed 2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares10,114 from 10,109
Change+5 (+0%)
Value$988.5K (+$55.7K)
Filed 2026-10-29
Variant Private Wealth, LLC
INCREASED
Shares10,103 from 10,075
Change+28 (+0%)
Value$987.5K (+$57.8K)
Filed 2026-10-21
Canandaigua National Trust Co of Florida
NEW
Shares10,045
Change+10,045
Value$981.8K
Filed 2026-10-07
PDS Planning, Inc
INCREASED
Shares10,037 from 9,936
Change+101 (+1%)
Value$981.0K (+$64.3K)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares10,017 from 8,145
Change+1,872 (+23%)
Value$979.1K (+$227.5K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares10,012 from 11,029
Change-1,017 (-9%)
Value$978.6K (-$39.1K)
Filed 2026-10-20
BigSur Wealth Management LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$977.4K (+$54.7K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares9,922 from 9,835
Change+87 (+1%)
Value$969.7K (+$62.3K)
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares9,904 from 9,322
Change+582 (+6%)
Value$968.0K (+$107.9K)
Filed 2026-10-27
Grant Private Wealth Management Inc
NEW
Shares9,855
Change+9,855
Value$963.2K
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares9,842 from 10,599
Change-757 (-7%)
Value$962.0K (-$16.0K)
Filed 2026-10-07
Lecap Asset Management LTD
NEW
Shares9,800
Change+9,800
Value$957.9K
Filed 2026-10-27
Quadcap Wealth Management, LLC
INCREASED
Shares9,798 from 8,822
Change+976 (+11%)
Value$957.7K (+$143.6K)
Filed 2026-11-02
Ironwood Financial, llc
DECREASED
Shares9,736 from 9,803
Change-67 (-1%)
Value$951.6K (-$52.0K)
Filed 2026-10-20
Mezzasalma Advisors, LLC
DECREASED
Shares9,675 from 10,196
Change-521 (-5%)
Value$945.6K (+$4.8K)
Filed 2026-10-14
Kathmere Capital Management, LLC
INCREASED
Shares9,648 from 8,914
Change+734 (+8%)
Value$943.0K (+$120.5K)
Filed 2026-10-20
Palisade Asset Management, LLC
DECREASED
Shares9,627 from 11,277
Change-1,650 (-15%)
Value$940.9K (-$99.6K)
Filed 2026-11-03
Tranquility Partners, LLC
DECREASED
Shares9,579 from 9,789
Change-210 (-2%)
Value$936.2K (+$33.0K)
Filed 2026-10-20
Old Peak Finance LLC
INCREASED
Shares9,571 from 9,480
Change+91 (+1%)
Value$935.4K (+$60.8K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares9,489 from 11,487
Change-1,998 (-17%)
Value$927.4K (-$132.5K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares9,414 from 7,760
Change+1,654 (+21%)
Value$920.1K (+$204.1K)
Filed 2026-10-15
111 Capital
INCREASED
Shares9,399 from 2,715
Change+6,684 (+246%)
Value$918.7K (+$668.1K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares9,359 from 7,944
Change+1,415 (+18%)
Value$914.7K (+$181.7K)
Filed 2026-10-14
Forbes J M & Co LLP
INCREASED
Shares9,341 from 9,283
Change+58 (+1%)
Value$913.0K (+$56.4K)
Filed 2026-10-16
Miller Global Investments, LLC
DECREASED
Shares9,330 from 9,470
Change-140 (-1%)
Value$911.9K (+$38.1K)
Filed 2026-10-02
Tran Capital Management, L.P.
DECREASED
Shares9,267 from 10,295
Change-1,028 (-10%)
Value$905.8K (-$44.2K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
INCREASED
Shares9,179 from 8,812
Change+367 (+4%)
Value$897.1K (+$84.1K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
INCREASED
Shares9,162 from 8,567
Change+595 (+7%)
Value$895.5K (+$105.0K)
Filed 2026-11-05
LMG Wealth Partners, LLC
UNCHANGED
Shares9,013 from 9,013
Change0 (0%)
Value$880.9K (+$49.3K)
Filed 2026-11-05
Klingman & Associates, LLC
INCREASED
Shares8,976 from 7,948
Change+1,028 (+13%)
Value$877.3K (+$144.0K)
Filed 2026-10-20
Regatta Capital Group, LLC
INCREASED
Shares8,920 from 8,566
Change+354 (+4%)
Value$871.9K (+$81.5K)
Filed 2026-10-23
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares8,900 from 7,533
Change+1,367 (+18%)
Value$870.0K (+$174.9K)
Filed 2026-10-09
Avondale Wealth Management
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$869.9K (+$48.7K)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares8,891 from 10,199
Change-1,308 (-13%)
Value$874.6K (-$102.2K)
Filed 2026-11-02
BayBridge Capital Group, LLC
DECREASED
Shares8,885 from 16,657
Change-7,772 (-47%)
Value$868.4K (-$668.5K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares8,834 from 8,808
Change+26 (+0%)
Value$863.4K (+$50.7K)
Filed 2026-10-20
Boltwood Capital Management
INCREASED
Shares8,820 from 8,460
Change+360 (+4%)
Value$862.1K (+$81.5K)
Filed 2026-10-02
Total Wealth Planning & Management, Inc.
DECREASED
Shares8,815 from 11,974
Change-3,159 (-26%)
Value$861.6K (-$243.3K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares8,812 from 4,346
Change+4,466 (+103%)
Value$861.4K (+$460.4K)
Filed 2026-11-05
Curated Wealth Partners LLC
INCREASED
Shares8,805 from 3,120
Change+5,685 (+182%)
Value$860.6K (+$572.7K)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares8,792 from 2,565
Change+6,227 (+243%)
Value$859.3K (+$622.7K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares8,758 from 8,740
Change+18 (+0%)
Value$856.0K (+$49.6K)
Filed 2026-10-23
Advisor Resource Council
DECREASED
Shares8,726 from 9,857
Change-1,131 (-11%)
Value$854.8K (-$137.0K)
Filed 2026-11-05
Kearns & Associates LLC
DECREASED
Shares8,700 from 9,000
Change-300 (-3%)
Value$850.3K (+$19.9K)
Filed 2026-10-09
Manchester Financial Inc
DECREASED
Shares8,671 from 8,812
Change-141 (-2%)
Value$847.6K (+$34.4K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED
Shares8,659 from 8,659
Change0 (0%)
Value$846.3K (+$47.4K)
Filed 2026-11-03
Shum Financial Group, Inc.
INCREASED
Shares8,598 from 7,677
Change+921 (+12%)
Value$840.4K (+$132.0K)
Filed 2026-10-13
Nilsine Partners, LLC
INCREASED
Shares8,570 from 8,319
Change+251 (+3%)
Value$837.7K (+$70.1K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares8,455 from 8,078
Change+377 (+5%)
Value$826.4K (+$81.0K)
Filed 2026-10-30
TCI Wealth Advisors, Inc.
DECREASED
Shares8,422 from 8,816
Change-394 (-4%)
Value$823.2K (+$9.7K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares8,419 from 8,504
Change-85 (-1%)
Value$822.9K (+$38.2K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares8,412 from 8,158
Change+254 (+3%)
Value$822.2K (+$69.5K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares8,401 from 8,386
Change+15 (+0%)
Value$821.1K (+$47.3K)
Filed 2026-10-27
Net Worth Advisory Group
INCREASED
Shares8,382 from 7,828
Change+554 (+7%)
Value$824.5K (+$102.2K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares8,330 from 7,365
Change+965 (+13%)
Value$814.2K (+$134.5K)
Filed 2026-11-06
Summit Investment Advisors, Inc.\KS
DECREASED
Shares8,320 from 8,414
Change-94 (-1%)
Value$813.2K (+$36.8K)
Filed 2026-11-05
Sweeney & Michel, LLC
INCREASED
Shares8,277 from 8,254
Change+23 (+0%)
Value$809.0K (-$79.2K)
Filed 2026-10-16
Bingham Private Wealth, LLC
INCREASED
Shares8,266 from 8,015
Change+251 (+3%)
Value$807.9K (+$68.4K)
Filed 2026-11-05
HMV Wealth Advisors, LLC
UNCHANGED
Shares8,249 from 8,249
Change0 (0%)
Value$806.3K (+$45.1K)
Filed 2026-10-27
Fideuram Asset Management (Ireland) dac
DECREASED
Shares8,227 from 45,149
Change-36,922 (-82%)
Value$840.1K (-$3.1M)
Filed 2026-10-29
Accredited Investors Inc.
INCREASED
Shares8,182 from 7,286
Change+896 (+12%)
Value$799.7K (+$127.4K)
Filed 2026-11-03
Oregon Pacific Wealth Management, LLC
DECREASED
Shares8,176 from 8,598
Change-422 (-5%)
Value$799.1K (+$5.8K)
Filed 2026-10-20
Kanawha Capital Management LLC
DECREASED
Shares8,069 from 10,069
Change-2,000 (-20%)
Value$788.7K (-$140.4K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares8,060 from 6,337
Change+1,723 (+27%)
Value$787.8K (+$203.0K)
Filed 2026-10-28
Mitchell Sinkler & Starr
UNCHANGED
Shares8,042 from 8,042
Change0 (0%)
Value$786.0K (+$44.0K)
Filed 2026-10-13
Kennebec Savings Bank
UNCHANGED
Shares8,037 from 8,037
Change0 (0%)
Value$785.5K (+$44.0K)
Filed 2026-10-22
Hedges Asset Management LLC
DECREASED
Shares8,000 from 8,700
Change-700 (-8%)
Value$781.9K (-$20.8K)
Filed 2026-10-29
WealthPLAN Partners, LLC
INCREASED
Shares7,970 from 6,691
Change+1,279 (+19%)
Value$779.0K (+$161.6K)
Filed 2026-10-15
Platform Technology Partners
INCREASED
Shares7,951 from 7,850
Change+101 (+1%)
Value$777.1K (+$52.8K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares7,910 from 6,475
Change+1,435 (+22%)
Value$773.2K (+$175.7K)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares7,905 from 7,888
Change+17 (+0%)
Value$765.2K (+$37.4K)
Filed 2026-10-21
Verity Asset Management, Inc.
DECREASED
Shares7,896 from 8,048
Change-152 (-2%)
Value$771.8K (+$29.2K)
Filed 2026-10-30
Fulton Bank, N.A.
INCREASED
Shares7,861 from 5,143
Change+2,718 (+53%)
Value$768.3K (+$293.8K)
Filed 2026-10-14
Independence Bank of Kentucky
DECREASED
Shares7,853 from 9,123
Change-1,270 (-14%)
Value$767.6K (-$74.2K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares7,797 from 8,084
Change-287 (-4%)
Value$762.1K (+$16.2K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares7,740
Change+7,740
Value$752
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares7,735 from 6,986
Change+749 (+11%)
Value$751 (-$216.7K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares7,628 from 4,858
Change+2,770 (+57%)
Value$745.6K (+$297.3K)
Filed 2026-11-04
J. L. Bainbridge & Co., Inc.
DECREASED
Shares7,627 from 15,611
Change-7,984 (-51%)
Value$745.5K (-$695.0K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares7,611 from 7,707
Change-96 (-1%)
Value$743.9K (+$32.8K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares7,490 from 7,452
Change+38 (+1%)
Value$732.1K (+$44.4K)
Filed 2026-10-28
Unified Investment Management
INCREASED
Shares7,403 from 7,401
Change+2 (+0%)
Value$723.5K (+$40.6K)
Filed 2026-10-14
S-Bank Fund Management Ltd
INCREASED
Shares7,394 from 7,035
Change+359 (+5%)
Value$722.7K (+$73.6K)
Filed 2026-11-06
R Squared Ltd
DECREASED
Shares7,358 from 8,099
Change-741 (-9%)
Value$719.2K (-$28.1K)
Filed 2026-11-06
Dutch Asset Corp
DECREASED
Shares7,350 from 7,750
Change-400 (-5%)
Value$718.4K (+$3.3K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares7,345 from 7,175
Change+170 (+2%)
Value$717.9K (+$55.9K)
Filed 2026-11-04
Advisortrust Partners, LLC
INCREASED
Shares7,341 from 7,177
Change+164 (+2%)
Value$717.5K (+$55.3K)
Filed 2026-11-02
Old Port Advisors
DECREASED
Shares7,311 from 7,686
Change-375 (-5%)
Value$714.6K (+$5.4K)
Filed 2026-10-23
Larry Mathis Financial Planning, LLC
UNCHANGED
Shares7,286 from 7,286
Change0 (0%)
Value$712.2K (+$39.9K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares7,219 from 7,479
Change-260 (-3%)
Value$705.6K (+$15.5K)
Filed 2026-10-27
Opal Wealth Advisors, LLC
DECREASED
Shares7,200 from 7,324
Change-124 (-2%)
Value$703.7K (+$27.9K)
Filed 2026-10-16
Vann Equity Management LLC
INCREASED
Shares7,194 from 7,190
Change+4 (+0%)
Value$703.1K (+$39.8K)
Filed 2026-10-08
Gryphon Financial Partners LLC
INCREASED
Shares7,158 from 6,718
Change+440 (+7%)
Value$699.6K (+$79.8K)
Filed 2026-11-04
One Way Holdings LLC
NEW
Shares7,154
Change+7,154
Value$699.2K
Filed 2026-10-29
Legacy Wealth Asset Management, LLC
DECREASED
Shares7,144 from 12,265
Change-5,121 (-42%)
Value$698.3K (-$433.4K)
Filed 2026-10-09
Bahl & Gaynor LLC
INCREASED
Shares7,102 from 6,827
Change+275 (+4%)
Value$694.1K (+$64.2K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares7,063 from 7,482
Change-419 (-6%)
Value$690.3K (-$26)
Filed 2026-10-05
Triglav Investments, D.O.O.
NEW
Shares7,000
Change+7,000
Value$684.2K
Filed 2026-11-06
Torrey Growth & Income Advisors
DECREASED
Shares6,982 from 9,181
Change-2,199 (-24%)
Value$690.7K (-$160.3K)
Filed 2026-11-04
Marathon Mission, Inc.
INCREASED
Shares6,981 from 6,802
Change+179 (+3%)
Value$682.3K (+$54.7K)
Filed 2026-10-01
Western Pacific Wealth Management, LP
UNCHANGED
Shares6,960 from 6,960
Change0 (0%)
Value$680.3K (+$38.1K)
Filed 2026-10-16
Arcataur Capital Management LLC
UNCHANGED
Shares6,922 from 6,922
Change0 (0%)
Value$676.6K (+$37.9K)
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED
Shares6,911 from 8,569
Change-1,658 (-19%)
Value$675.5K (-$115.1K)
Filed 2026-10-23
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares6,897 from 6,897
Change0 (0%)
Value$674.2K (+$37.7K)
Filed 2026-10-13
Leonteq Securities AG
DECREASED
Shares6,894 from 7,109
Change-215 (-3%)
Value$673.8K (+$17.9K)
Filed 2026-10-29
LVW Advisors, LLC
INCREASED
Shares6,848 from 5,747
Change+1,101 (+19%)
Value$669.3K (+$139.0K)
Filed 2026-10-19
Sound Income Strategies, LLC
INCREASED
Shares6,844 from 5,939
Change+905 (+15%)
Value$663.0K (+$115.0K)
Filed 2026-10-09
Novem Group
DECREASED
Shares6,838 from 7,125
Change-287 (-4%)
Value$668.4K (+$11.0K)
Filed 2026-10-19
Tactive Advisors, LLC
DECREASED
Shares6,808 from 7,858
Change-1,050 (-13%)
Value$665.4K (-$59.7K)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares6,794 from 5,267
Change+1,527 (+29%)
Value$664.0K (+$178.1K)
Filed 2026-10-21
Defined Wealth Management, LLC
INCREASED
Shares6,787 from 6,765
Change+22 (+0%)
Value$663.4K (+$39.2K)
Filed 2026-10-19
Northcape Wealth Management, LLC
DECREASED
Shares6,784 from 10,144
Change-3,360 (-33%)
Value$663.1K (-$272.9K)
Filed 2026-11-04
Goldstein Advisors, LLC
DECREASED
Shares6,761 from 6,916
Change-155 (-2%)
Value$660.8K (+$22.7K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares6,742 from 5,862
Change+880 (+15%)
Value$659.0K (+$118.1K)
Filed 2026-10-23
BG Investment Services, LLC
NEW
Shares6,732
Change+6,732
Value$658.0K
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares6,715 from 10,210
Change-3,495 (-34%)
Value$656.3K (-$285.7K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares6,699 from 6,490
Change+209 (+3%)
Value$654.7K (+$55.9K)
Filed 2026-11-04
Weaver Capital Management LLC
INCREASED
Shares6,683 from 6,535
Change+148 (+2%)
Value$653.2K (+$39.0K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
DECREASED
Shares6,633 from 6,733
Change-100 (-1%)
Value$648.3K (+$27.1K)
Filed 2026-10-28
Client 1ST Advisory Group, LLC
DECREASED
Shares6,627 from 6,792
Change-165 (-2%)
Value$647.7K (+$21.0K)
Filed 2026-10-19
Ninety One SA (PTY) Ltd
DECREASED
Shares6,617 from 15,999
Change-9,382 (-59%)
Value$654.2K (-$822.1K)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares6,617 from 6,717
Change-100 (-1%)
Value$646.7K (+$27.0K)
Filed 2026-11-04
Parcion Private Wealth LLC
INCREASED
Shares6,611 from 5,321
Change+1,290 (+24%)
Value$646.2K (+$155.2K)
Filed 2026-10-28
Carson Advisory Inc.
DECREASED
Shares6,557 from 7,468
Change-911 (-12%)
Value$640.9K (-$48.2K)
Filed 2026-11-06
Triad Wealth Partners, LLC
UNCHANGED
Shares6,548 from 6,548
Change0 (0%)
Value$640.0K (-$53.3K)
Filed 2026-10-26
Aspetuck Financial Management LLC
DECREASED
Shares6,541 from 6,721
Change-180 (-3%)
Value$639.3K (+$19.2K)
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares6,490 from 6,322
Change+168 (+3%)
Value$634.3K (+$51.0K)
Filed 2026-10-20
RW Investment Management LLC
DECREASED
Shares6,429 from 6,686
Change-257 (-4%)
Value$628.4K (+$11.5K)
Filed 2026-11-03
Boston Trust Walden Corp
INCREASED
Shares6,427 from 6,420
Change+7 (+0%)
Value$628.2K (+$35.8K)
Filed 2026-10-30
Family Legacy, Inc.
UNCHANGED
Shares6,424 from 6,424
Change0 (0%)
Value$627.9K (+$35.1K)
Filed 2026-10-13
CMG Global Holdings, LLC
DECREASED
Shares6,411 from 6,585
Change-174 (-3%)
Value$626.6K (+$19.0K)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares6,367 from 5,309
Change+1,058 (+20%)
Value$622.3K (+$132.5K)
Filed 2026-10-30
Lazari Capital Management, Inc.
INCREASED
Shares6,323 from 6,312
Change+11 (+0%)
Value$618.1K (+$35.7K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,278 from 7,077
Change-799 (-11%)
Value$613.6K (-$39.4K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares6,260 from 2,981
Change+3,279 (+110%)
Value$611.9K (+$336.8K)
Filed 2026-10-23
J. Team Financial, Inc.
DECREASED
Shares6,255 from 6,684
Change-429 (-6%)
Value$611.4K (-$5.4K)
Filed 2026-11-03
Vigilare Wealth Management
DECREASED
Shares6,250 from 7,308
Change-1,058 (-14%)
Value$610.9K (-$63.4K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares6,244 from 5,986
Change+258 (+4%)
Value$599.1K (-$18.3K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
INCREASED
Shares6,230 from 3,153
Change+3,077 (+98%)
Value$608.9K (+$318.0K)
Filed 2026-11-02
Argentarii, LLC
INCREASED
Shares6,210 from 6,137
Change+73 (+1%)
Value$607.0K (-$54.0K)
Filed 2026-10-28
Oslo Pensjonsforsikring AS
DECREASED
Shares6,181 from 6,874
Change-693 (-10%)
Value$604.1K (-$30.1K)
Filed 2026-10-15
Cornerstone Wealth Group, LLC
INCREASED
Shares6,146 from 4,459
Change+1,687 (+38%)
Value$600.7K (+$189.3K)
Filed 2026-11-02
RMR Wealth Builders
DECREASED
Shares6,087 from 6,099
Change-12 (0%)
Value$594.9K (+$32.2K)
Filed 2026-10-22
Deseret Mutual Benefit Administrators
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$594.3K (+$33.3K)
Filed 2026-11-04
Alpha Family Trust
UNCHANGED
Shares6,070 from 6,070
Change0 (0%)
Value$560.1K ($0)
Filed 2026-11-04
KRS Capital Management, LLC
DECREASED
Shares6,069 from 6,206
Change-137 (-2%)
Value$593.2K (+$20.6K)
Filed 2026-10-16
Franklin Street Advisors Inc
DECREASED
Shares6,050 from 13,010
Change-6,960 (-53%)
Value$591.3K (-$609.1K)
Filed 2026-10-13
Asahi Life Asset Management Co., Ltd.
NEW
Shares5,988
Change+5,988
Value$585.3K
Filed 2026-11-06
Ridgecrest Wealth Partners, LLC
NEW
Shares5,930
Change+5,930
Value$579.6K
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares5,930 from 5,930
Change0 (0%)
Value$579.6K (+$32.4K)
Filed 2026-10-05
SS&H Financial Advisors, Inc.
UNCHANGED
Shares5,899 from 5,899
Change0 (0%)
Value$577 (-$543.4K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,894 from 6,002
Change-108 (-2%)
Value$576.1K (+$22.3K)
Filed 2026-10-27
Wespac Advisors SoCal, LLC
UNCHANGED
Shares5,876 from 5,876
Change0 (0%)
Value$574.3K (+$32.1K)
Filed 2026-10-13
Chicago Trust Co NA
NEW
Shares5,848
Change+5,848
Value$571.6K
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares5,818 from 13,820
Change-8,002 (-58%)
Value$568.7K (-$706.5K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares5,804 from 5,804
Change0 (0%)
Value$567.3K (+$31.7K)
Filed 2026-10-05
Sjbenen Advisory, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$568.3K (+$23.4K)
Filed 2026-10-19
Smith Thornton Advisors LLC
INCREASED
Shares5,772 from 5,710
Change+62 (+1%)
Value$564.2K (-$20.4K)
Filed 2026-10-16
Diligent Investors, LLC
UNCHANGED
Shares5,735 from 5,735
Change0 (0%)
Value$560.5K (+$31.4K)
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares5,710 from 5,058
Change+652 (+13%)
Value$558.1K (+$91.4K)
Filed 2026-10-02
Centurion Wealth Management LLC
INCREASED
Shares5,710 from 5,705
Change+5 (+0%)
Value$558.1K (+$31.6K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
DECREASED
Shares5,699 from 6,031
Change-332 (-5%)
Value$557.0K (+$512)
Filed 2026-10-20
Traynor Capital Management, Inc.
INCREASED
Shares5,695 from 5,631
Change+64 (+1%)
Value$556.6K (+$37.0K)
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares5,669 from 2,709
Change+2,960 (+109%)
Value$499.2K (+$221.9K)
Filed 2026-11-03
Biltmore Family Office, LLC
INCREASED
Shares5,660 from 5,625
Change+35 (+1%)
Value$553.2K (+$34.2K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
DECREASED
Shares5,595 from 5,773
Change-178 (-3%)
Value$500.6K (-$32.1K)
Filed 2026-11-02
Jackson Creek Investment Advisors LLC
DECREASED
Shares5,595 from 5,613
Change-18 (0%)
Value$547 (-$44)
Filed 2026-11-04
Montchanin Asset Management, LLC
INCREASED
Shares5,585 from 5,325
Change+260 (+5%)
Value$546 (-$490.5K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares5,561 from 6,270
Change-709 (-11%)
Value$543.5K (-$35.0K)
Filed 2026-11-04
Greenfield Savings Bank
DECREASED
Shares5,531 from 5,858
Change-327 (-6%)
Value$540.6K (+$82)
Filed 2026-10-07
PFG Advisors
DECREASED
Shares5,502 from 6,030
Change-528 (-9%)
Value$537.7K (-$18.6K)
Filed 2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED
Shares5,475 from 5,475
Change0 (0%)
Value$505.2K ($0)
Filed 2026-10-16
Palacios Wealth Management, LLC
UNCHANGED
Shares5,404 from 5,404
Change0 (0%)
Value$528.2K (+$29.6K)
Filed 2026-11-04
Dagco, Inc.
DECREASED
Shares5,375 from 5,378
Change-3 (0%)
Value$525.4K (+$29.1K)
Filed 2026-10-20
Jericho Financial, LLP
DECREASED
Shares5,366 from 5,793
Change-427 (-7%)
Value$524.4K (-$10.1K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$524.4K (+$29.3K)
Filed 2026-10-14
Olympiad Research LP
NEW
Shares5,362
Change+5,362
Value$524.1K
Filed 2026-11-04
Peterson Wealth Services
INCREASED
Shares5,353 from 4,163
Change+1,190 (+29%)
Value$523.2K (+$139.1K)
Filed 2026-10-26
First Bank & Trust
DECREASED
Shares5,350 from 5,733
Change-383 (-7%)
Value$522.9K (-$6.1K)
Filed 2026-10-19
FSM Wealth Advisors, LLC
INCREASED
Shares5,349 from 5,204
Change+145 (+3%)
Value$518.2K (+$38.0K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares5,311 from 5,426
Change-115 (-2%)
Value$519.1K (+$18.5K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$518.0K (+$29.0K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares5,292 from 5,160
Change+132 (+3%)
Value$517.2K (+$41.1K)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares5,279 from 4,828
Change+451 (+9%)
Value$516.0K (+$70.5K)
Filed 2026-10-13
Oakworth Capital, Inc.
INCREASED
Shares5,260 from 5,162
Change+98 (+2%)
Value$514.1K (+$25.1K)
Filed 2026-10-26
Addison Advisors LLC
INCREASED
Shares5,257 from 5,255
Change+2 (+0%)
Value$513.8K (+$28.9K)
Filed 2026-11-06
Landmark Wealth Management, LLC
DECREASED
Shares5,255 from 6,454
Change-1,199 (-19%)
Value$513.6K (-$81.9K)
Filed 2026-11-03
Ledyard National Bank
INCREASED
Shares5,245 from 5,240
Change+5 (+0%)
Value$512.6K (+$29.2K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares5,223 from 2,856
Change+2,367 (+83%)
Value$499.2K (+$208.0K)
Filed 2026-10-08
Victory Financial Group, LLC
NEW
Shares5,206
Change+5,206
Value$508.8K
Filed 2026-10-27
Trace Wealth Advisors, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$508.2K (+$28.4K)
Filed 2026-10-30
Advisor OS, LLC
INCREASED
Shares5,188 from 5,053
Change+135 (+3%)
Value$507.0K (+$40.7K)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares5,183 from 3,408
Change+1,775 (+52%)
Value$506.6K (+$192.1K)
Filed 2026-10-16
Quantum Financial Advisors, LLC
INCREASED
Shares5,179 from 4,874
Change+305 (+6%)
Value$506.2K (+$56.5K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares5,167 from 4,753
Change+414 (+9%)
Value$505.1K (+$66.5K)
Filed 2026-11-02
Income Insurance Ltd
UNCHANGED
Shares5,166 from 5,166
Change0 (0%)
Value$504.9K (+$28.3K)
Filed 2026-10-21
Unify Financial Advisors
DECREASED
Shares5,155 from 5,636
Change-481 (-9%)
Value$503.8K (-$16.2K)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares5,152 from 5,095
Change+57 (+1%)
Value$510.6K (+$40.4K)
Filed 2026-11-03
Avalon Capital Management
DECREASED
Shares5,088 from 5,108
Change-20 (0%)
Value$497.3K (+$26.0K)
Filed 2026-11-04
Smart Wealth LLC
INCREASED
Shares5,035 from 2,584
Change+2,451 (+95%)
Value$492.1K (+$253.7K)
Filed 2026-11-04
Swiss RE LTD
INCREASED
Shares5,024 from 3,056
Change+1,968 (+64%)
Value$491.0K (+$209.1K)
Filed 2026-11-06
Orrstown Financial Services Inc
INCREASED
Shares5,012 from 4,875
Change+137 (+3%)
Value$489.9K (+$40.1K)
Filed 2026-10-14
Enzi Wealth
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$479.7K (-$25.8K)
Filed 2026-10-14
Viewpoint Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$488.7K (+$27.4K)
Filed 2026-10-27
United Advisor Group, LLC
NEW
Shares4,941
Change+4,941
Value$482.9K
Filed 2026-11-03
Aljian Capital Management, LLC
INCREASED
Shares4,912 from 4,906
Change+6 (+0%)
Value$480.1K (+$27.4K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares4,879
Change+4,879
Value$476.9K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,879 from 2,916
Change+1,963 (+67%)
Value$476.9K (+$207.9K)
Filed 2026-10-14
Princeton Capital Management LLC
INCREASED
Shares4,838 from 4,831
Change+7 (+0%)
Value$472.9K (+$27.1K)
Filed 2026-10-27
Cromwell Holdings LLC
DECREASED
Shares4,812 from 5,381
Change-569 (-11%)
Value$470.3K (-$26.2K)
Filed 2026-10-28
Eagle Wealth Strategies LLC
INCREASED
Shares4,793 from 4,755
Change+38 (+1%)
Value$468.5K (+$29.7K)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares4,763 from 4,529
Change+234 (+5%)
Value$465.5K (+$47.6K)
Filed 2026-10-19
Earned Wealth Advisors, LLC
INCREASED
Shares4,735 from 4,371
Change+364 (+8%)
Value$462.8K (+$59.5K)
Filed 2026-11-06
Hopwood Financial Services, Inc.
UNCHANGED
Shares4,717 from 4,717
Change0 (0%)
Value$461.0K (+$25.8K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
DECREASED
Shares4,709 from 4,735
Change-26 (-1%)
Value$460.3K (+$23.4K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,698 from 5,336
Change-638 (-12%)
Value$459.2K (-$33.1K)
Filed 2026-10-28
Old Mission Investment Co LLC
DECREASED
Shares4,677 from 4,715
Change-38 (-1%)
Value$457.1K (+$22.1K)
Filed 2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares4,627 from 4,627
Change0 (0%)
Value$452.2K (+$25.3K)
Filed 2026-10-30
Acropolis Investment Management, LLC
INCREASED
Shares4,599 from 4,313
Change+286 (+7%)
Value$449.5K (+$51.5K)
Filed 2026-10-08
Trek Financial, LLC
DECREASED
Shares4,585 from 4,684
Change-99 (-2%)
Value$448.1K (+$15.9K)
Filed 2026-10-29
Welch & Forbes LLC
INCREASED
Shares4,577 from 4,502
Change+75 (+2%)
Value$447.4K (+$32.0K)
Filed 2026-11-04
Orca Investment Management, LLC
UNCHANGED
Shares4,569 from 4,569
Change0 (0%)
Value$446.6K (+$25.0K)
Filed 2026-10-29
Atwood & Palmer Inc
INCREASED
Shares4,535 from 4,529
Change+6 (+0%)
Value$443.3K (+$25.4K)
Filed 2026-10-08
Ridgewood Investments LLC
DECREASED
Shares4,534 from 5,145
Change-611 (-12%)
Value$443.2K (-$31.6K)
Filed 2026-10-05
Kuhn & Co Investment Counsel
INCREASED
Shares4,534 from 4,396
Change+138 (+3%)
Value$443.1K (+$37.5K)
Filed 2026-10-29
Gerald Baker Financial Group LLC
INCREASED
Shares4,517 from 4,507
Change+10 (+0%)
Value$441.5K (+$25.6K)
Filed 2026-10-09
Lester Murray Antman dba SimplyRich
NEW
Shares4,510
Change+4,510
Value$440.8K
Filed 2026-11-06
RDA Financial Network
INCREASED
Shares4,494 from 4,301
Change+193 (+4%)
Value$439.2K (+$42.4K)
Filed 2026-10-15
Capital Management Associates, Inc
INCREASED
Shares4,429 from 4,309
Change+120 (+3%)
Value$432.8K (+$35.2K)
Filed 2026-10-20
MQS Management LLC
INCREASED
Shares4,379 from 2,395
Change+1,984 (+83%)
Value$428.0K (+$207.0K)
Filed 2026-11-06
Davidson Trust Co
UNCHANGED
Shares4,379 from 4,379
Change0 (0%)
Value$428.0K (+$24.0K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares4,378 from 4,032
Change+346 (+9%)
Value$427.9K (+$55.9K)
Filed 2026-10-20
Catalyst Private Wealth, LLC
INCREASED
Shares4,367 from 4,274
Change+93 (+2%)
Value$426.8K (+$32.5K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares4,364 from 4,810
Change-446 (-9%)
Value$426.6K (-$17.3K)
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares4,341 from 12,620
Change-8,279 (-66%)
Value$424.3K (-$740.2K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares4,300 from 4,214
Change+86 (+2%)
Value$420.2K (+$31.4K)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares4,289 from 1,052
Change+3,237 (+308%)
Value$419.2K (+$418.9K)
Filed 2026-11-02
Sanders Morris Harris LLC
DECREASED
Shares4,250 from 10,250
Change-6,000 (-59%)
Value$415.7K (-$530.1K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED
Shares4,248 from 4,089
Change+159 (+4%)
Value$415.2K (+$37.9K)
Filed 2026-10-21
Peoples Bank
DECREASED
Shares4,246 from 4,331
Change-85 (-2%)
Value$415.0K (+$15.4K)
Filed 2026-10-09
Diversified Enterprises, LLC
INCREASED
Shares4,243 from 3,689
Change+554 (+15%)
Value$414.7K (+$74.3K)
Filed 2026-10-19
Abel Hall, LLC
INCREASED
Shares4,239 from 4,137
Change+102 (+2%)
Value$414.3K (+$32.6K)
Filed 2026-10-19
Souders Financial Advisors
DECREASED
Shares4,231 from 4,278
Change-47 (-1%)
Value$413.6K (+$18.8K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares4,201 from 3,913
Change+288 (+7%)
Value$410.6K (+$49.6K)
Filed 2026-10-28
Violich Capital Management, Inc.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$410.5K (+$23.0K)
Filed 2026-10-05
Davidson Kahn Capital Management, LLC
DECREASED
Shares4,190 from 8,876
Change-4,686 (-53%)
Value$409.5K (-$409.5K)
Filed 2026-10-26
Cornerstone Advisory, LLC
INCREASED
Shares4,099 from 3,745
Change+354 (+9%)
Value$400.6K (+$55.0K)
Filed 2026-11-06
Arwa LLC
INCREASED
Shares4,091 from 3,215
Change+876 (+27%)
Value$392.5K (+$61.9K)
Filed 2026-10-21
Armstrong Henry H Associates Inc
UNCHANGED
Shares4,091 from 4,091
Change0 (0%)
Value$399.9K (+$22.4K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,080 from 4,161
Change-81 (-2%)
Value$398.8K (+$14.1K)
Filed 2026-10-13
Romano Brothers and Company
INCREASED
Shares4,065 from 4,015
Change+50 (+1%)
Value$397.3K (+$26.8K)
Filed 2026-10-22
Kesler, Norman & Wride, LLC
DECREASED
Shares4,064 from 9,089
Change-5,025 (-55%)
Value$397.2K (-$441.4K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares4,045 from 3,693
Change+352 (+10%)
Value$395.4K (+$54.6K)
Filed 2026-10-26
Opinicus Capital, Inc.
DECREASED
Shares4,032 from 4,086
Change-54 (-1%)
Value$394.1K (+$17.1K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares4,028 from 4,465
Change-437 (-10%)
Value$393.7K (-$18.3K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares4,024 from 4,036
Change-12 (0%)
Value$393.3K (+$20.9K)
Filed 2026-10-22
Noble Wealth Management PBC
DECREASED
Shares4,017 from 4,439
Change-422 (-10%)
Value$392.6K (-$17.0K)
Filed 2026-10-01
Evermay Wealth Management LLC
UNCHANGED
Shares4,016 from 4,016
Change0 (0%)
Value$392.6K (+$22.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares3,993 from 3,228
Change+765 (+24%)
Value$386.5K (+$88.7K)
Filed 2026-10-15
Purus Wealth Management, LLC
INCREASED
Shares3,981 from 3,955
Change+26 (+1%)
Value$389.1K (+$24.2K)
Filed 2026-10-15
Symmetry Partners, LLC
NEW
Shares3,980
Change+3,980
Value$389.0K
Filed 2026-10-27
Avantax Planning Partners, Inc.
DECREASED
Shares3,971 from 4,151
Change-180 (-4%)
Value$388.1K (+$5.1K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED
Shares3,965 from 4,025
Change-60 (-1%)
Value$387.5K (+$16.2K)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
INCREASED
Shares3,963 from 3,912
Change+51 (+1%)
Value$387.4K (+$26.4K)
Filed 2026-10-14
Ariston Services Group
UNCHANGED
Shares3,958 from 3,958
Change0 (0%)
Value$386.9K (+$21.7K)
Filed 2026-10-16
Nova R Wealth, Inc.
INCREASED
Shares3,947 from 3,930
Change+17 (+0%)
Value$385.8K (+$23.2K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
DECREASED
Shares3,946 from 4,419
Change-473 (-11%)
Value$381.6K (-$63.1K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares3,943 from 4,541
Change-598 (-13%)
Value$385.4K (-$33.6K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
DECREASED
Shares3,920 from 5,504
Change-1,584 (-29%)
Value$383.1K (-$124.7K)
Filed 2026-10-21
WBI Investments, LLC
DECREASED
Shares3,898 from 13,743
Change-9,845 (-72%)
Value$381.0K (-$887.0K)
Filed 2026-11-05
Opus Capital Group, LLC
DECREASED
Shares3,880 from 3,950
Change-70 (-2%)
Value$379 (-$363.6K)
Filed 2026-10-30
VAN Strum & Towne Inc.
DECREASED
Shares3,850 from 3,950
Change-100 (-3%)
Value$376.3K (+$11.8K)
Filed 2026-11-06
Childress Capital Advisors, LLC
DECREASED
Shares3,835 from 3,968
Change-133 (-3%)
Value$374.9K (+$8.7K)
Filed 2026-10-28
Dala Group, LLC
INCREASED
Shares3,830 from 3,625
Change+205 (+6%)
Value$374.3K (+$39.8K)
Filed 2026-10-29
Flywheel Private Wealth LLC
INCREASED
Shares3,825 from 3,425
Change+400 (+12%)
Value$373.9K (+$57.8K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED
Shares3,818 from 3,812
Change+6 (+0%)
Value$373.2K (+$21.4K)
Filed 2026-10-22
Foresight Capital Management Advisors, Inc.
DECREASED
Shares3,810 from 3,815
Change-5 (0%)
Value$372.4K (+$20.4K)
Filed 2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,797 from 3,868
Change-71 (-2%)
Value$371.1K (+$14.2K)
Filed 2026-10-15
Semus Wealth Partners LLC
DECREASED
Shares3,788 from 3,832
Change-44 (-1%)
Value$370.3K (+$16.7K)
Filed 2026-10-22
Sawgrass Asset Management LLC
DECREASED
Shares3,762 from 5,387
Change-1,625 (-30%)
Value$367.7K (-$129.4K)
Filed 2026-11-03
Wealth Group, Ltd.
INCREASED
Shares3,748 from 2,950
Change+798 (+27%)
Value$366 (-$271.6K)
Filed 2026-10-30
Gemmer Asset Management LLC
UNCHANGED
Shares3,733 from 3,733
Change0 (0%)
Value$364.9K (+$20.4K)
Filed 2026-10-16
Forum Financial Management, LP
DECREASED
Shares3,703 from 3,782
Change-79 (-2%)
Value$361.9K (+$13.0K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares3,693 from 3,693
Change0 (0%)
Value$361.0K (+$20.2K)
Filed 2026-11-03
TriaGen Wealth Management LLC
UNCHANGED
Shares3,677 from 3,677
Change0 (0%)
Value$359.4K (+$20.1K)
Filed 2026-10-14
Sigma Investment Counselors Inc
DECREASED
Shares3,675 from 8,149
Change-4,474 (-55%)
Value$359.2K (-$392.8K)
Filed 2026-10-27
FAI Advisors, Inc.
DECREASED
Shares3,670 from 3,922
Change-252 (-6%)
Value$358.7K (-$3.2K)
Filed 2026-10-27
Cohen Klingenstein LLC
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$357.7K (+$20.0K)
Filed 2026-10-15
Marks Group Wealth Management, Inc
UNCHANGED
Shares3,654 from 3,654
Change0 (0%)
Value$357.1K (+$20.0K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares3,630 from 41,170
Change-37,540 (-91%)
Value$354.8K (-$3.4M)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
INCREASED
Shares3,625 from 3,616
Change+9 (+0%)
Value$354.3K (+$20.7K)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares3,619 from 3,298
Change+321 (+10%)
Value$353.7K (+$49.4K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares3,616 from 3,602
Change+14 (+0%)
Value$353.4K (+$21.1K)
Filed 2026-10-14
Fire Capital Management LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$351.9K (+$19.7K)
Filed 2026-10-27
Delta Financial Advisors LLC
INCREASED
Shares3,590 from 3,589
Change+1 (+0%)
Value$350.8K (+$19.7K)
Filed 2026-10-27
Founders Capital Management
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$350.1K (+$19.6K)
Filed 2026-10-13
Providence First Trust Co
NEW
Shares3,572
Change+3,572
Value$349.1K
Filed 2026-11-02
New Hampshire Trust
UNCHANGED
Shares3,571 from 3,571
Change0 (0%)
Value$349.0K (+$19.5K)
Filed 2026-10-20
JB Capital LLC
DECREASED
Shares3,570 from 8,082
Change-4,512 (-56%)
Value$348.9K (-$396.8K)
Filed 2026-10-19
RAM Investment Partners, LLC
INCREASED
Shares3,567 from 3,550
Change+17 (+0%)
Value$348.6K (+$21.1K)
Filed 2026-10-21
Mendel Money Management
INCREASED
Shares3,559 from 3,390
Change+169 (+5%)
Value$347.9K (+$35.1K)
Filed 2026-11-02
Telos Capital Management, Inc.
DECREASED
Shares3,549 from 4,162
Change-613 (-15%)
Value$346.9K (-$37.1K)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares3,545 from 3,740
Change-195 (-5%)
Value$346.5K (+$1.4K)
Filed 2026-10-26
Godsey & Gibb, Inc
INCREASED
Shares3,531 from 3,455
Change+76 (+2%)
Value$345.1K (+$26.3K)
Filed 2026-10-14
Prosperitas Financial LLC
DECREASED
Shares3,524 from 3,530
Change-6 (0%)
Value$344.4K (+$18.7K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,509 from 3,138
Change+371 (+12%)
Value$343.0K (+$53.4K)
Filed 2026-10-13
Oarsman Capital, Inc.
INCREASED
Shares3,505 from 3,179
Change+326 (+10%)
Value$342.6K (+$49.2K)
Filed 2026-11-05
LCM Capital Management Inc
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$341.1K (+$19.1K)
Filed 2026-10-20
Noesis Capital Mangement Corp
INCREASED
Shares3,489 from 3,471
Change+18 (+1%)
Value$341.0K (+$20.7K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED
Shares3,458 from 2,910
Change+548 (+19%)
Value$338.0K (+$69.5K)
Filed 2026-10-05
Southern Financial Group, LLC
DECREASED
Shares3,443 from 3,739
Change-296 (-8%)
Value$336.6K (-$8.5K)
Filed 2026-10-30
Collaborative Fund Advisors, LLC
NEW
Shares3,420
Change+3,420
Value$334.3K
Filed 2026-11-02
Baron Wealth Management LLC
DECREASED
Shares3,416 from 3,783
Change-367 (-10%)
Value$333.9K (-$15.2K)
Filed 2026-10-27
CWS Financial Advisors, LLC
INCREASED
Shares3,392 from 3,385
Change+7 (+0%)
Value$331.6K (+$19.3K)
Filed 2026-10-16
Lantz Financial LLC
INCREASED
Shares3,388 from 3,364
Change+24 (+1%)
Value$331.1K (+$20.8K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares3,371 from 3,536
Change-165 (-5%)
Value$329.4K (+$3.2K)
Filed 2026-10-28
Studio Investment Management LLC
DECREASED
Shares3,365 from 3,687
Change-322 (-9%)
Value$328.9K (-$11.3K)
Filed 2026-10-22
Teza Capital Management LLC
NEW
Shares3,353
Change+3,353
Value$327.7K
Filed 2026-10-23
New Wave Wealth Advisors LLC
INCREASED
Shares3,341 from 2,884
Change+457 (+16%)
Value$320.5K (+$54.4K)
Filed 2026-10-19
ARS Wealth Advisors Group, LLC
INCREASED
Shares3,324 from 3,190
Change+134 (+4%)
Value$324.9K (+$30.6K)
Filed 2026-10-16
Vestor Capital, LLC
DECREASED
Shares3,318 from 47,192
Change-43,874 (-93%)
Value$2.3K (-$8.9K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares3,293
Change+3,293
Value$321.9K
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares3,292 from 4,104
Change-812 (-20%)
Value$321.8K (-$56.9K)
Filed 2026-10-08
Denver PWM, LLC
INCREASED
Shares3,292 from 3,289
Change+3 (+0%)
Value$321.7K (-$43.6K)
Filed 2026-10-22
Pictet North America Advisors SA
NEW
Shares3,276
Change+3,276
Value$320.2K
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares3,266 from 3,691
Change-425 (-12%)
Value$319.2K (-$21.4K)
Filed 2026-10-02
Lewis Asset Management, LLC
INCREASED
Shares3,262 from 3,261
Change+1 (+0%)
Value$318.8K (+$17.9K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares3,257 from 3,168
Change+89 (+3%)
Value$318.3K (+$26.0K)
Filed 2026-11-06
BOS Asset Management, LLC
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$318.3K (+$17.8K)
Filed 2026-10-09
Financial Management Professionals, Inc.
INCREASED
Shares3,241 from 3,236
Change+5 (+0%)
Value$316.8K (+$18.2K)
Filed 2026-10-23
Sunpointe, LLC
DECREASED
Shares3,219 from 3,246
Change-27 (-1%)
Value$314.6K (+$15.1K)
Filed 2026-10-22
Thrive Wealth Management, LLC
DECREASED
Shares3,218 from 3,223
Change-5 (0%)
Value$314.5K (+$17.1K)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares3,217 from 4,331
Change-1,114 (-26%)
Value$314.4K (-$85.2K)
Filed 2026-11-02
Abacus Planning Group, Inc.
DECREASED
Shares3,214 from 3,434
Change-220 (-6%)
Value$314.1K (-$2.7K)
Filed 2026-11-02
Legacy Private Trust Co.
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$313.7K (+$17.6K)
Filed 2026-10-06
Sigma Planning Corp
DECREASED
Shares3,203 from 8,448
Change-5,245 (-62%)
Value$311.8K (-$467.7K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares3,196 from 2,883
Change+313 (+11%)
Value$312.4K (+$46.4K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,167 from 3,026
Change+141 (+5%)
Value$309.6K (+$30.4K)
Filed 2026-10-16
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares3,167 from 3,167
Change0 (0%)
Value$309.5K (+$17.3K)
Filed 2026-10-23
TrueWealth Advisors, LLC
DECREASED
Shares3,165 from 3,415
Change-250 (-7%)
Value$309.3K (-$5.8K)
Filed 2026-10-09
MBL Wealth, LLC
NEW
Shares3,155
Change+3,155
Value$308.4K
Filed 2026-10-22
Beese Fulmer Investment Management, Inc.
NEW
Shares3,143
Change+3,143
Value$307.2K
Filed 2026-10-23
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares3,142 from 3,142
Change0 (0%)
Value$307.1K (+$17.2K)
Filed 2026-10-13
Parsons Capital Management Inc
NEW
Shares3,128
Change+3,128
Value$305.7K
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,119 from 5,351
Change-2,232 (-42%)
Value$304.9K (-$188.9K)
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares3,114 from 2,926
Change+188 (+6%)
Value$304.4K (+$34.4K)
Filed 2026-10-16
Benin Management Corp
UNCHANGED
Shares3,103 from 3,103
Change0 (0%)
Value$303.3K (+$17.0K)
Filed 2026-10-22
Professional Financial Advisors, LLC
DECREASED
Shares3,092 from 3,829
Change-737 (-19%)
Value$302.2K (-$51.1K)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares3,087 from 2,709
Change+378 (+14%)
Value$301.7K (+$51.8K)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares3,080 from 3,072
Change+8 (+0%)
Value$301.1K (+$17.6K)
Filed 2026-10-13
Brooklyn FI, LLC
NEW
Shares3,058
Change+3,058
Value$285.5K
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares3,047 from 3,193
Change-146 (-5%)
Value$297.8K (+$3.2K)
Filed 2026-10-21
Axiom Investment Management LLC
DECREASED
Shares3,042 from 3,229
Change-187 (-6%)
Value$297.3K (-$575)
Filed 2026-11-03
Manuka Financial, LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$297.1K (+$16.6K)
Filed 2026-10-16
Chilton Capital Management LLC
INCREASED
Shares3,035 from 2,534
Change+501 (+20%)
Value$296.6K (+$62.8K)
Filed 2026-10-28
Obermeyer Wealth Partners
DECREASED
Shares3,032 from 3,093
Change-61 (-2%)
Value$296.3K (+$11.0K)
Filed 2026-10-21
Cypress Capital Group
UNCHANGED
Shares3,029 from 3,029
Change0 (0%)
Value$296.1K (+$16.6K)
Filed 2026-11-03
Cornerstone Planning, LLC
UNCHANGED
Shares3,024 from 3,024
Change0 (0%)
Value$279.0K ($0)
Filed 2026-10-27
Voisard Asset Management Group, Inc.
DECREASED
Shares3,014 from 3,202
Change-188 (-6%)
Value$294.6K (-$860)
Filed 2026-10-13
BNB Wealth Management, LLC
INCREASED
Shares3,010 from 3,001
Change+9 (+0%)
Value$294.2K (+$17.3K)
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares3,007 from 2,833
Change+174 (+6%)
Value$293.9K (+$32.5K)
Filed 2026-10-21
Interchange Capital Partners, LLC
INCREASED
Shares2,960 from 2,893
Change+67 (+2%)
Value$289.3K (+$22.4K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
INCREASED
Shares2,947 from 2,921
Change+26 (+1%)
Value$288.1K (+$18.5K)
Filed 2026-10-22
Enterprise Financial Services Corp
INCREASED
Shares2,932 from 2,810
Change+122 (+4%)
Value$286.6K (+$27.3K)
Filed 2026-11-03
Trust Co of the South
UNCHANGED
Shares2,922 from 2,922
Change0 (0%)
Value$285.6K (+$16.0K)
Filed 2026-10-21
Fortem Financial Group, LLC
NEW
Shares2,917
Change+2,917
Value$285.1K
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares2,911 from 2,813
Change+98 (+3%)
Value$284.5K (+$25.0K)
Filed 2026-10-21
Physicians Financial Services, Inc.
DECREASED
Shares2,900 from 2,950
Change-50 (-2%)
Value$283 (-$271.7K)
Filed 2026-11-04
Pines Wealth Management, LLC
INCREASED
Shares2,887 from 2,881
Change+6 (+0%)
Value$282.2K (+$16.3K)
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares2,883 from 2,698
Change+185 (+7%)
Value$281.8K (+$32.8K)
Filed 2026-10-15
Howard Bailey Securities, LLC
DECREASED
Shares2,880 from 3,392
Change-512 (-15%)
Value$281.5K (-$31.5K)
Filed 2026-10-27
Catalyst Investment Management LLC
UNCHANGED
Shares2,876 from 2,876
Change0 (0%)
Value$281.1K (+$15.8K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares2,858 from 2,583
Change+275 (+11%)
Value$277.4K (+$17.6K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares2,854 from 2,764
Change+90 (+3%)
Value$279.0K (+$23.9K)
Filed 2026-10-26
Basso Capital Management, L.P.
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$278.6K (+$15.6K)
Filed 2026-10-30
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares2,846 from 2,665
Change+181 (+7%)
Value$278.2K (+$32.3K)
Filed 2026-10-09
Northside Capital Management, LLC
INCREASED
Shares2,844 from 2,506
Change+338 (+13%)
Value$278.0K (+$46.7K)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,844 from 2,657
Change+187 (+7%)
Value$278.0K (+$32.8K)
Filed 2026-10-13
Central Valley Advisors, LLC
UNCHANGED
Shares2,838 from 2,838
Change0 (0%)
Value$277.4K (+$15.5K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,837 from 2,764
Change+73 (+3%)
Value$277.3K (+$22.3K)
Filed 2026-11-04
Lebenthal Global Advisors, LLC
DECREASED
Shares2,830 from 5,675
Change-2,845 (-50%)
Value$276.6K (-$247.1K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares2,828 from 2,809
Change+19 (+1%)
Value$276.4K (+$17.2K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
NEW
Shares2,814
Change+2,814
Value$275.1K
Filed 2026-10-13
LJI Wealth Management, LLC
DECREASED
Shares2,811 from 3,112
Change-301 (-10%)
Value$274.7K (-$12.4K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
DECREASED
Shares2,808 from 2,849
Change-41 (-1%)
Value$274.5K (+$11.6K)
Filed 2026-11-02
Stockman Wealth Management, Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$273.7K (+$15.3K)
Filed 2026-10-27
Davis Capital Management
INCREASED
Shares2,792 from 2,713
Change+79 (+3%)
Value$272.9K (+$22.6K)
Filed 2026-10-08
SteelPeak Wealth, LLC
DECREASED
Shares2,791 from 5,737
Change-2,946 (-51%)
Value$272.8K (-$256.5K)
Filed 2026-10-16
Grove Bank & Trust
INCREASED
Shares2,774 from 2,685
Change+89 (+3%)
Value$271.1K (+$23.4K)
Filed 2026-10-08
Summit Financial Wealth Advisors, LLC
INCREASED
Shares2,758 from 2,581
Change+177 (+7%)
Value$269.6K (+$31.4K)
Filed 2026-10-15
Wedge Capital Management L L P
DECREASED
Shares2,746 from 2,830
Change-84 (-3%)
Value$268.4K (+$7.3K)
Filed 2026-10-13
KPP Advisory Services LLC
NEW
Shares2,745
Change+2,745
Value$268.3K
Filed 2026-10-26
W.H. Cornerstone Investments Inc.
INCREASED
Shares2,740 from 2,732
Change+8 (+0%)
Value$267.8K (+$15.7K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares2,720 from 32
Change+2,688 (+8400%)
Value$265.9K (+$262.9K)
Filed 2026-10-30
Veratis Advisors, Inc.
DECREASED
Shares2,714 from 3,314
Change-600 (-18%)
Value$265.3K (-$40.5K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares2,708 from 2,531
Change+177 (+7%)
Value$264.7K (+$31.2K)
Filed 2026-10-07
Virtue Capital Management, LLC
DECREASED
Shares2,699 from 6,216
Change-3,517 (-57%)
Value$263.8K (-$309.8K)
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
NEW
Shares2,694
Change+2,694
Value$263.3K
Filed 2026-10-19
Olistico Wealth, LLC
INCREASED
Shares2,692 from 2,599
Change+93 (+4%)
Value$263.2K (+$23.3K)
Filed 2026-10-05
Counterpoint Mutual Funds LLC
NEW
Shares2,691
Change+2,691
Value$263.0K
Filed 2026-10-16
Northbridge Financial Group, LLC
NEW
Shares2,690
Change+2,690
Value$260.4K
Filed 2026-11-05
Dynamic Wealth Strategies, LLC
INCREASED
Shares2,684 from 2,682
Change+2 (+0%)
Value$262.3K (+$14.9K)
Filed 2026-10-16
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares2,682 from 2,580
Change+102 (+4%)
Value$262.2K (+$24.1K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
INCREASED
Shares2,682 from 2,681
Change+1 (+0%)
Value$262.1K (+$14.7K)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$260.8K (+$14.6K)
Filed 2026-10-15
Asset Dedication, LLC
INCREASED
Shares2,667 from 2,611
Change+56 (+2%)
Value$260.7K (+$19.8K)
Filed 2026-11-03
Whalen Wealth Management Inc.
INCREASED
Shares2,663 from 2,329
Change+334 (+14%)
Value$260.3K (+$45.4K)
Filed 2026-10-08
Greystone Financial Group, LLC
INCREASED
Shares2,649 from 2,647
Change+2 (+0%)
Value$258.9K (+$14.7K)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED
Shares2,646 from 3,159
Change-513 (-16%)
Value$258.6K (-$32.9K)
Filed 2026-11-02
Cornerstone Wealth, LLC
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$239.6K (-$32.3K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
INCREASED
Shares2,644 from 2,586
Change+58 (+2%)
Value$258.4K (+$19.8K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,644 from 2,687
Change-43 (-2%)
Value$258.5K (+$10.6K)
Filed 2026-10-14
Allied Investment Advisors, LLC
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$257.9K (+$14.4K)
Filed 2026-10-13
Todd Wealth Management, LLC
DECREASED
Shares2,638 from 2,906
Change-268 (-9%)
Value$257.8K (-$10.3K)
Filed 2026-10-19
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,620 from 2,664
Change-44 (-2%)
Value$250.4K (-$17.7K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares2,614 from 2,570
Change+44 (+2%)
Value$255.5K (+$18.4K)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$255.5K (+$14.3K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares2,612 from 2,704
Change-92 (-3%)
Value$255.3K (+$5.8K)
Filed 2026-11-04
True Private Wealth Advisors
DECREASED
Shares2,600 from 2,631
Change-31 (-1%)
Value$254.1K (+$11.4K)
Filed 2026-10-19
Reflection Asset Management
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$254.1K (+$14.2K)
Filed 2026-10-28
Grandfield & Dodd, LLC
UNCHANGED
Shares2,589 from 2,589
Change0 (0%)
Value$253.0K (+$14.2K)
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares2,584
Change+2,584
Value$252.6K
Filed 2026-11-02
New Covenant Trust Company, N.A.
INCREASED
Shares2,557 from 2,239
Change+318 (+14%)
Value$249.9K (+$43.3K)
Filed 2026-10-08
Norway Savings Bank
DECREASED
Shares2,550 from 2,780
Change-230 (-8%)
Value$249.2K (-$7.3K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
DECREASED
Shares2,548 from 2,610
Change-62 (-2%)
Value$249.0K (-$17.1K)
Filed 2026-10-20
D.B. Root & Company, LLC
INCREASED
Shares2,547 from 2,439
Change+108 (+4%)
Value$248.9K (+$23.9K)
Filed 2026-11-04
L. Roy Papp & Associates, LLP
INCREASED
Shares2,530 from 2,528
Change+2 (+0%)
Value$247.3K (+$14.0K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED
Shares2,525 from 2,533
Change-8 (0%)
Value$246.8K (+$13.1K)
Filed 2026-10-23
Capstone Wealth Management, LLC
NEW
Shares2,501
Change+2,501
Value$244.4K
Filed 2026-11-02
Knuff & Co LLC
DECREASED
Shares2,500 from 2,600
Change-100 (-4%)
Value$244.4K (+$4.4K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares2,498 from 2,651
Change-153 (-6%)
Value$244.2K (-$503)
Filed 2026-10-29
Silverlake Wealth Management LLC
INCREASED
Shares2,494 from 2,436
Change+58 (+2%)
Value$243.8K (+$19.0K)
Filed 2026-10-21
Clearwave Capital, LLC
INCREASED
Shares2,491 from 2,483
Change+8 (+0%)
Value$243.4K (+$14.3K)
Filed 2026-10-27
Birch Hill Investment Advisors LLC
DECREASED
Shares2,490 from 2,630
Change-140 (-5%)
Value$243.4K (+$704)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
DECREASED
Shares2,470 from 2,588
Change-118 (-5%)
Value$241.5K (+$2.7K)
Filed 2026-10-16
LeConte Wealth Management, LLC
INCREASED
Shares2,463 from 2,310
Change+153 (+7%)
Value$240.7K (+$27.6K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares2,462 from 2,339
Change+123 (+5%)
Value$240.6K (+$24.8K)
Filed 2026-10-27
Private Advisory Group LLC
DECREASED
Shares2,457 from 2,482
Change-25 (-1%)
Value$240.1K (+$11.1K)
Filed 2026-11-06
NBZ Investment Advisors LLC
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$240.0K (+$13.5K)
Filed 2026-10-30
Five Oceans Advisors
DECREASED
Shares2,432 from 2,556
Change-124 (-5%)
Value$237.7K (+$1.9K)
Filed 2026-10-22
Midwest Financial Group LLC
INCREASED
Shares2,425 from 2,266
Change+159 (+7%)
Value$237.0K (+$27.9K)
Filed 2026-10-15
Bennett Selby Investments LP
NEW
Shares2,414
Change+2,414
Value$236.0K
Filed 2026-10-19
Marest Capital, LLC
INCREASED
Shares2,400 from 2,398
Change+2 (+0%)
Value$235.0K (+$13.7K)
Filed 2026-10-23
WP Advisors, LLC
NEW
Shares2,397
Change+2,397
Value$234.3K
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
NEW
Shares2,395
Change+2,395
Value$234.1K
Filed 2026-10-26
Kaufman Rossin Wealth, LLC
NEW
Shares2,378
Change+2,378
Value$232.4K
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$232.2K (+$13.0K)
Filed 2026-10-26
J.M. Arbour, LLC
INCREASED
Shares2,374 from 2,324
Change+50 (+2%)
Value$232.0K (+$17.6K)
Filed 2026-11-05
Stevens Capital Partners
DECREASED
Shares2,374 from 2,397
Change-23 (-1%)
Value$232.0K (+$10.9K)
Filed 2026-10-29
Prospera Capital Management, LLC
INCREASED
Shares2,364 from 2,358
Change+6 (+0%)
Value$231.0K (-$6.2K)
Filed 2026-10-19
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares2,351 from 2,349
Change+2 (+0%)
Value$229.8K (+$13.1K)
Filed 2026-10-14
Sather Financial Group Inc
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$229.8K (+$12.9K)
Filed 2026-10-30
Hamilton Capital, LLC
NEW
Shares2,340
Change+2,340
Value$228.7K
Filed 2026-10-08
Balefire, LLC
DECREASED
Shares2,314 from 2,408
Change-94 (-4%)
Value$226.2K (+$4.0K)
Filed 2026-10-09
Jacobsen Capital Management
INCREASED
Shares2,310 from 2,297
Change+13 (+1%)
Value$225.8K (+$13.8K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,302 from 2,256
Change+46 (+2%)
Value$225.0K (+$16.8K)
Filed 2026-10-14
Marino, Stram & Associates LLC
NEW
Shares2,296
Change+2,296
Value$224.4K
Filed 2026-10-22
Ignite Planners, LLC
INCREASED
Shares2,284 from 2,283
Change+1 (+0%)
Value$223.2K (+$12.6K)
Filed 2026-10-14
ZWJ Investment Counsel Inc
DECREASED
Shares2,282 from 2,387
Change-105 (-4%)
Value$223.0K (+$2.8K)
Filed 2026-10-15
Smith Salley Wealth Management
NEW
Shares2,277
Change+2,277
Value$222.5K
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares2,274 from 2,274
Change0 (0%)
Value$222.2K (+$12.4K)
Filed 2026-11-05
Corundum Group, Inc.
DECREASED
Shares2,254 from 2,360
Change-106 (-4%)
Value$220.3K (+$2.5K)
Filed 2026-10-28
First Business Financial Services, Inc.
DECREASED
Shares2,250 from 3,014
Change-764 (-25%)
Value$219.9K (-$58.2K)
Filed 2026-10-29
Fell Capital Management
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$219.9K (+$12.3K)
Filed 2026-10-09
Jacobi Capital Management LLC
DECREASED
Shares2,239 from 2,767
Change-528 (-19%)
Value$218.9K (-$36.4K)
Filed 2026-11-05
BankPlus Trust Department
UNCHANGED
Shares2,234 from 2,234
Change0 (0%)
Value$218.4K (+$12.2K)
Filed 2026-11-06
Wakefield Asset Management Lllp
NEW
Shares2,217
Change+2,217
Value$216.7K
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
NEW
Shares2,217
Change+2,217
Value$216.7K
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,217 from 2,204
Change+13 (+1%)
Value$216.7K (+$13.4K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
NEW
Shares2,211
Change+2,211
Value$216.1K
Filed 2026-11-02
Ejmk Ventures LLC
NEW
Shares2,206
Change+2,206
Value$215.6K
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares2,202 from 2,198
Change+4 (+0%)
Value$215.2K (+$12.4K)
Filed 2026-10-26
Meyer Handelman Co
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$215.0K (+$12.0K)
Filed 2026-10-28
Manchester Capital Management LLC
DECREASED
Shares2,187 from 2,341
Change-154 (-7%)
Value$213.8K (-$2.2K)
Filed 2026-10-22
Mach-1 Financial Group, LLC
DECREASED
Shares2,181 from 2,202
Change-21 (-1%)
Value$213.2K (+$10.0K)
Filed 2026-11-06
ProCore Advisors, LLC
NEW
Shares2,179
Change+2,179
Value$212.9K
Filed 2026-10-14
Brian LOW Financial Group, LLC
NEW
Shares2,178
Change+2,178
Value$212.9K
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares2,173 from 2,101
Change+72 (+3%)
Value$212.4K (+$18.5K)
Filed 2026-10-22
R. W. Roge & Company, Inc.
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$212 (-$199.8K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$211.8K (+$11.9K)
Filed 2026-10-14
Hendershot Investments Inc.
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$211.6K (+$11.8K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
DECREASED
Shares2,155 from 2,171
Change-16 (-1%)
Value$210.7K (+$10.3K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares2,153 from 2,146
Change+7 (+0%)
Value$210.4K (+$12.4K)
Filed 2026-10-09
Firestone Capital Management
NEW
Shares2,144
Change+2,144
Value$209.6K
Filed 2026-11-03
Harbour Trust & Investment Management Co
NEW
Shares2,139
Change+2,139
Value$209.1K
Filed 2026-10-28
Lynx Investment Advisory
NEW
Shares2,138
Change+2,138
Value$209.0K
Filed 2026-10-27
Verus Capital Partners, LLC
NEW
Shares2,138
Change+2,138
Value$209.0K
Filed 2026-11-03
Lighthouse Wealth Management Inc.
NEW
Shares2,110
Change+2,110
Value$206.2K
Filed 2026-10-13
Acorn Financial Advisory Services Inc
NEW
Shares2,103
Change+2,103
Value$205.6K
Filed 2026-11-02
Vanguard Capital Wealth Advisors
DECREASED
Shares2,100 from 3,100
Change-1,000 (-32%)
Value$205.3K (-$80.8K)
Filed 2026-10-16
Straight Path Wealth Management
NEW
Shares2,098
Change+2,098
Value$205.1K
Filed 2026-10-23
Encompass More Asset Management
NEW
Shares2,096
Change+2,096
Value$204.9K
Filed 2026-10-16
Kaizen Financial Strategies
NEW
Shares2,093
Change+2,093
Value$204.6K
Filed 2026-10-09
Uniting Wealth Partners, LLC
NEW
Shares2,090
Change+2,090
Value$204.3K
Filed 2026-11-06
TrustBank
UNCHANGED
Shares2,088 from 2,088
Change0 (0%)
Value$204.1K (+$11.4K)
Filed 2026-10-20
Spartan Planning & Wealth Management
NEW
Shares2,087
Change+2,087
Value$203.9K
Filed 2026-10-13
1900 Wealth Management LLC
NEW
Shares2,082
Change+2,082
Value$203.5K
Filed 2026-10-13
First Nebraska Trust Co
NEW
Shares2,062
Change+2,062
Value$201.5K
Filed 2026-10-30
Cynosure Group, LLC
NEW
Shares2,061
Change+2,061
Value$201.4K
Filed 2026-11-03
WestHill Financial Advisors, Inc.
DECREASED
Shares2,060 from 2,250
Change-190 (-8%)
Value$201.3K (-$6.3K)
Filed 2026-10-14
Arsenal Capital Advisors LLC
NEW
Shares2,055
Change+2,055
Value$200.9K
Filed 2026-11-02
Cove Private Wealth, LLC
NEW
Shares2,054
Change+2,054
Value$200.8K
Filed 2026-10-28
Sapient Capital LLC
NEW
Shares2,049
Change+2,049
Value$200.3K
Filed 2026-10-08
RVW Wealth, LLC
NEW
Shares2,048
Change+2,048
Value$200.2K
Filed 2026-10-06
Rydar Equities, Inc.
INCREASED
Shares2,020 from 2,015
Change+5 (+0%)
Value$193.1K (-$10.5K)
Filed 2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$189 (+$10)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares1,932 from 1,744
Change+188 (+11%)
Value$188.8K (+$27.9K)
Filed 2026-11-05
Fulcrum Asset Management LLP
NEW
Shares1,922
Change+1,922
Value$190.5K
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares1,915 from 1,159
Change+756 (+65%)
Value$187.2K (+$80.2K)
Filed 2026-11-05
Toth Financial Advisory Corp
INCREASED
Shares1,767 from 1,720
Change+47 (+3%)
Value$172.7K (+$14.0K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares1,760
Change+1,760
Value$172.0K
Filed 2026-10-27
Hartford Financial Management Inc.
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$170.3K (+$9.5K)
Filed 2026-10-21
Tower View Wealth Management LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$166.2K (+$9.3K)
Filed 2026-10-23
Eurizon SLJ Capital Ltd
DECREASED
Shares1,678 from 1,726
Change-48 (-3%)
Value$164.0K (+$4.8K)
Filed 2026-11-06
Bell Investment Advisors, Inc
INCREASED
Shares1,670 from 1,597
Change+73 (+5%)
Value$163.2K (+$15.9K)
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares1,662 from 1,662
Change0 (0%)
Value$162.4K (+$9.1K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares1,656 from 1,631
Change+25 (+2%)
Value$161.9K (+$11.4K)
Filed 2026-10-19
SRH Advisors, LLC
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$161.8K (+$9.1K)
Filed 2026-10-22
Bayforest Capital Ltd
NEW
Shares1,590
Change+1,590
Value$155.4K
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,551 from 1,192
Change+359 (+30%)
Value$151.6K (+$41.6K)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$151.0K (+$8.5K)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$149.2K (+$8.3K)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares1,516 from 1,534
Change-18 (-1%)
Value$148.2K (+$6.6K)
Filed 2026-10-29
Proathlete Wealth Management LLC
INCREASED
Shares1,491 from 1,267
Change+224 (+18%)
Value$145.8K (+$28.8K)
Filed 2026-10-15
Yankcom Partnership
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$140.7K (+$7.9K)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$137.5K (+$7.7K)
Filed 2026-10-22
Hilltop National Bank
INCREASED
Shares1,399 from 715
Change+684 (+96%)
Value$136.7K (+$70.8K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares1,351 from 1,178
Change+173 (+15%)
Value$132.0K (+$23.4K)
Filed 2026-10-13
Asset Planning,Inc
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$131.9K (+$7.5K)
Filed 2026-10-26
DT Investment Partners, LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$131.8K (+$7.4K)
Filed 2026-10-27
Essential Partners LLC
INCREASED
Shares1,330 from 1,209
Change+121 (+10%)
Value$130.0K (+$18.4K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares1,320 from 1,295
Change+25 (+2%)
Value$129.0K (+$9.5K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$123.8K (+$6.9K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$123.5K (+$6.9K)
Filed 2026-10-22
Community Bank, N.A.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$122.2K (+$6.8K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares1,245 from 1,151
Change+94 (+8%)
Value$121.7K (+$15.5K)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares1,234 from 1,186
Change+48 (+4%)
Value$120.6K (+$11.2K)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares1,232 from 1,079
Change+153 (+14%)
Value$120.4K (+$20.9K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$119.2K (+$6.7K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$117.5K (+$6.6K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares1,149 from 1,067
Change+82 (+8%)
Value$112 (+$14)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares1,138
Change+1,138
Value$111.2K
Filed 2026-10-27
Entrust Financial LLC
DECREASED
Shares1,136 from 1,139
Change-3 (0%)
Value$111.1K (+$6.0K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$110.4K (+$6.2K)
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$110.0K (+$6.2K)
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$107.1K (+$6.0K)
Filed 2026-10-05
Nvwm, LLC
INCREASED
Shares1,084 from 515
Change+569 (+110%)
Value$106.0K (+$58.4K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$102.5K (+$5.1K)
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$99.7K (+$5.6K)
Filed 2026-10-26
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$98 (-$91.9K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares981 from 895
Change+86 (+10%)
Value$95.9K (+$13.3K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares977 from 782
Change+195 (+25%)
Value$95.5K (+$23.3K)
Filed 2026-10-29
Align Financial, LLC
INCREASED
Shares935 from 931
Change+4 (+0%)
Value$91.4K (+$5.5K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares886 from 936
Change-50 (-5%)
Value$86.6K (+$215)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares868 from 835
Change+33 (+4%)
Value$84.9K (+$7.9K)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares839 from 1,058
Change-219 (-21%)
Value$82 (-$97.9K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares769 from 767
Change+2 (+0%)
Value$75.2K (+$4.4K)
Filed 2026-10-23
Disciplina Capital Management LLC
INCREASED
Shares768 from 766
Change+2 (+0%)
Value$75.1K (+$4.4K)
Filed 2026-11-06
True Wealth Design, LLC
INCREASED
Shares757 from 560
Change+197 (+35%)
Value$74.0K (+$22.3K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares755 from 594
Change+161 (+27%)
Value$73.8K (+$19.0K)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares748 from 747
Change+1 (+0%)
Value$73.1K (+$4.1K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
DECREASED
Shares731 from 781
Change-50 (-6%)
Value$71.4K (-$615)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares730 from 323
Change+407 (+126%)
Value$71.4K (+$41.6K)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares707 from 552
Change+155 (+28%)
Value$69.1K (+$18.2K)
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED
Shares703 from 8
Change+695 (+8688%)
Value$68.7K (+$68.0K)
Filed 2026-10-29
Your Advocates Ltd., LLP
NEW
Shares697
Change+697
Value$68.1K
Filed 2026-11-03
Vaquero Private Wealth, LTD
NEW
Shares677
Change+677
Value$66.1K
Filed 2026-10-27
Chung Wu Investment Group, LLC
NEW
Shares660
Change+660
Value$64.5K
Filed 2026-11-03
Fairscale Capital, LLC
INCREASED
Shares629 from 544
Change+85 (+16%)
Value$55.4K (+$5.2K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$60.9K (+$3.5K)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares622 from 645
Change-23 (-4%)
Value$60.8K (+$1.3K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
INCREASED
Shares618 from 617
Change+1 (+0%)
Value$60.4K (+$3.4K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares611 from 605
Change+6 (+1%)
Value$54.7K (-$1.2K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED
Shares603 from 602
Change+1 (+0%)
Value$58.9K (+$3.4K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares602 from 626
Change-24 (-4%)
Value$58.8K (+$1.1K)
Filed 2026-10-20
WPG Advisers, LLC
INCREASED
Shares599 from 545
Change+54 (+10%)
Value$58.5K (+$8.3K)
Filed 2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares581 from 692
Change-111 (-16%)
Value$56.8K (-$7.1K)
Filed 2026-11-06
Carolina Wealth Advisors, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$55.2K (+$3.1K)
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares558
Change+558
Value$54.5K
Filed 2026-10-27
Reyes Financial Architecture, Inc.
INCREASED
Shares536 from 90
Change+446 (+496%)
Value$52.4K (+$44.1K)
Filed 2026-10-22
Gen-Wealth Partners Inc
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$50.6K (+$2.8K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$48.9K (+$2.7K)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares493 from 293
Change+200 (+68%)
Value$48.2K (+$21.2K)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$48.1K (+$2.7K)
Filed 2026-10-09
Duncker Streett & Co Inc
INCREASED
Shares490 from 488
Change+2 (+0%)
Value$47.9K (+$2.8K)
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares487 from 476
Change+11 (+2%)
Value$47.6K (+$3.7K)
Filed 2026-11-02
StrongBox Wealth, LLC
DECREASED
Shares484 from 508
Change-24 (-5%)
Value$47.3K (+$433)
Filed 2026-11-02
Private Wealth Management Group, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$47.0K (+$2.6K)
Filed 2026-10-19
Country Trust Bank
DECREASED
Shares479 from 497
Change-18 (-4%)
Value$46.8K (+$960)
Filed 2026-10-30
Washington Trust Advisors, Inc.
INCREASED
Shares468 from 447
Change+21 (+5%)
Value$45.7K (+$4.5K)
Filed 2026-10-22
First Premier Bank
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$44 (+$2)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$43.6K (+$2.4K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$40.9K ($0)
Filed 2026-11-05
Joseph Group Capital Management
INCREASED
Shares442 from 267
Change+175 (+66%)
Value$43.2K (+$18.6K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares436 from 435
Change+1 (+0%)
Value$42.6K (+$2.4K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares424 from 1,957
Change-1,533 (-78%)
Value$41.4K (-$139.1K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares420
Change+420
Value$41.1K
Filed 2026-10-09
First Financial Corp
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$40.9K (+$2.3K)
Filed 2026-10-13
Steph & Co
INCREASED
Shares401 from 336
Change+65 (+19%)
Value$39.2K (+$8.2K)
Filed 2026-10-07
Valued Wealth Advisors LLC
INCREASED
Shares400 from 345
Change+55 (+16%)
Value$39.1K (+$7.2K)
Filed 2026-11-05
Accordant Advisory Group Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$39.1K (+$2.2K)
Filed 2026-10-29
CGC Financial Services, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$39.1K (+$2.2K)
Filed 2026-10-13
IAG Wealth Partners, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$39.1K (+$2.2K)
Filed 2026-11-06
Bullock Wealth Management Group
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$39.0K (+$1.0K)
Filed 2026-10-09
American Capital Advisory, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$38.6K (+$2.2K)
Filed 2026-10-28
Albion Financial Group
INCREASED
Shares391 from 310
Change+81 (+26%)
Value$38.2K (+$9.6K)
Filed 2026-10-21
Investors Research Corp
DECREASED
Shares390 from 487
Change-97 (-20%)
Value$38.1K (-$6.8K)
Filed 2026-10-07
Mascoma Wealth Management LLC
INCREASED
Shares374 from 218
Change+156 (+72%)
Value$36.6K (+$16.4K)
Filed 2026-10-23
Towne Trust Company, N.a
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$35.8K (+$2.0K)
Filed 2026-10-28
Axxion S.A.
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$35.0K (+$2.0K)
Filed 2026-10-22
Avion Wealth
INCREASED
Shares356 from 333
Change+23 (+7%)
Value$34 (+$4)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares355
Change+355
Value$34.7K
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$34.4K (+$1.9K)
Filed 2026-10-28
Byrne Asset Management LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$33.8K (+$2.1K)
Filed 2026-10-06
Arlington Trust Co LLC
INCREASED
Shares340 from 274
Change+66 (+24%)
Value$33.2K (+$8.0K)
Filed 2026-10-20
Peterson Wealth Management
NEW
Shares335
Change+335
Value$32.7K
Filed 2026-11-06
Aventus Investment Advisors, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$32.3K (+$1.8K)
Filed 2026-10-09
SBK Financial, Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$30.3K (+$1.7K)
Filed 2026-11-02
High Note Wealth, LLC
INCREASED
Shares302 from 121
Change+181 (+150%)
Value$29.5K (+$18.4K)
Filed 2026-10-27
Northstar Asset Management Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$27.5K (-$3.1K)
Filed 2026-10-22
Princeton Global Asset Management LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$28.9K (+$1.6K)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED
Shares288 from 242
Change+46 (+19%)
Value$28.1K (+$5.7K)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares287 from 285
Change+2 (+1%)
Value$28.1K (+$1.8K)
Filed 2026-10-02
Rothwell Investment Advisors, LLC
NEW
Shares280
Change+280
Value$27.4K
Filed 2026-11-06
Acumen Wealth Advisors, LLC
INCREASED
Shares270 from 176
Change+94 (+53%)
Value$26.4K (+$10.2K)
Filed 2026-11-05
Beacon Financial Strategies Corp
DECREASED
Shares267 from 292
Change-25 (-9%)
Value$26.1K (-$846)
Filed 2026-10-14
CKW Financial Group
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$25 ($0)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$24.3K (+$1.4K)
Filed 2026-11-04
John Boyer, Inc.
NEW
Shares246
Change+246
Value$24.1K
Filed 2026-10-27
Vision Financial Markets LLC
INCREASED
Shares245 from 244
Change+1 (+0%)
Value$24.0K (+$657)
Filed 2026-10-22
Guardian Partners Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$23.8K (+$1.3K)
Filed 2026-10-21
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$23.0K (+$1.3K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$22.3K (+$1.2K)
Filed 2026-10-01
Hurley Capital, LLC
DECREASED
Shares226 from 227
Change-1 (0%)
Value$22.1K (+$1.2K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares221 from 190
Change+31 (+16%)
Value$21.6K (+$4.1K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED
Shares216 from 350
Change-134 (-38%)
Value$21.1K (-$11.2K)
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares215 from 193
Change+22 (+11%)
Value$21.0K (+$3.2K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$21.0K (+$1.2K)
Filed 2026-10-29
DeDora Capital, Inc.
NEW
Shares213
Change+213
Value$20.8K
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares210
Change+210
Value$20.5K
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$20.2K (+$1.1K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares203
Change+203
Value$19.8K
Filed 2026-10-27
Rakuten Securities, Inc.
INCREASED
Shares203 from 4
Change+199 (+4975%)
Value$19.8K (+$19.5K)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.5K (+$1.1K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares197 from 204
Change-7 (-3%)
Value$19.3K (-$284)
Filed 2026-10-29
Activest Wealth Management
INCREASED
Shares196 from 96
Change+100 (+104%)
Value$19.2K (+$10.3K)
Filed 2026-10-15
Matrix Trust Co
INCREASED
Shares196 from 175
Change+21 (+12%)
Value$19 (+$3)
Filed 2026-10-07
Horizon Financial Services, LLC
INCREASED
Shares195 from 182
Change+13 (+7%)
Value$19.1K (+$2.3K)
Filed 2026-11-04
J.Safra Asset Management Corp
DECREASED
Shares191 from 425
Change-234 (-55%)
Value$18.7K (-$20.5K)
Filed 2026-11-03
KFG LLC
NEW
Shares188
Change+188
Value$18.4K
Filed 2026-11-02
Sunrise Financial Services, LLC
DECREASED
Shares185 from 192
Change-7 (-4%)
Value$18.1K (+$366)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$18.0K (+$18.0K)
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares174 from 107
Change+67 (+63%)
Value$17.0K (+$7.2K)
Filed 2026-10-26
First United Bank & Trust
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$16.9K (+$946)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
DECREASED
Shares171 from 175
Change-4 (-2%)
Value$16.7K (+$567)
Filed 2026-10-21
Adirondack Trust Co
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$16.1K (+$902)
Filed 2026-10-14
Global Trust Asset Management, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$16.0K (+$897)
Filed 2026-10-19
Kings Path Partners LLC
DECREASED
Shares163 from 167
Change-4 (-2%)
Value$15.9K (+$523)
Filed 2026-10-21
Trellis Wealth Advisors LLC
NEW
Shares159
Change+159
Value$15.5K
Filed 2026-10-19
Markowski Investments
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$15.0K (+$866)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$14.9K (+$832)
Filed 2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$14.2K (+$833)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$14.0K (+$782)
Filed 2026-10-07
McCarley & Cook Financial Planners
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$13.5K (+$755)
Filed 2026-10-21
10Elms LLP
NEW
Shares135
Change+135
Value$13.2K
Filed 2026-11-06
Tounjian Advisory Partners, LLC
INCREASED
Shares134 from 44
Change+90 (+205%)
Value$13.1K (+$9.1K)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares123 from 91
Change+32 (+35%)
Value$12.0K (+$3.6K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares123 from 112
Change+11 (+10%)
Value$12.0K (+$1.7K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$11.3K (+$635)
Filed 2026-10-30
Bfsg, LLC
NEW
Shares112
Change+112
Value$10.9K
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares109 from 57
Change+52 (+91%)
Value$10.7K (+$5.4K)
Filed 2026-11-05
Gleason Group, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$10.6K (+$591)
Filed 2026-10-15
Miller Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.8K (+$547)
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.8K (+$547)
Filed 2026-10-22
Sfam, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.8K (+$547)
Filed 2026-11-03
Planning Strategies Inc.
DECREASED
Shares95 from 98
Change-3 (-3%)
Value$9.3K (+$243)
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares93 from 68
Change+25 (+37%)
Value$9.1K (+$2.8K)
Filed 2026-10-07
UMB Private Wealth Management, LLC
NEW
Shares88
Change+88
Value$8.6K
Filed 2026-10-19
TFC Financial Management, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.6K (+$482)
Filed 2026-10-26
Marquette Asset Management, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$8.4K (+$470)
Filed 2026-10-09
Intelligent Financial Strategies
NEW
Shares84
Change+84
Value$8.2K
Filed 2026-10-16
Winch Advisory Services, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$7.1K (+$180)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.1K (+$454)
Filed 2026-10-16
Raleigh Capital Management Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.1K (+$459)
Filed 2026-10-28
Nfsg Corp
DECREASED
Shares82 from 108
Change-26 (-24%)
Value$8.0K (-$1.9K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
DECREASED
Shares80 from 200
Change-120 (-60%)
Value$7.8K (-$10.6K)
Filed 2026-10-26
Centerpoint Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7 ($0)
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$7.3K (+$411)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.7K (+$377)
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
INCREASED
Shares67 from 55
Change+12 (+22%)
Value$6.6K (+$1.5K)
Filed 2026-10-14
Holos Integrated Wealth LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.8K (-$802)
Filed 2026-10-23
Pacifica Partners Inc.
DECREASED
Shares60 from 101
Change-41 (-41%)
Value$5.9K (-$3.9K)
Filed 2026-10-09
Kingdom Financial Group Llc.
DECREASED
Shares57 from 184
Change-127 (-69%)
Value$5.5K (-$11.5K)
Filed 2026-11-04
Torren Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.6K (+$318)
Filed 2026-10-29
WestEnd Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.6K (+$312)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares47
Change+47
Value$5
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.8K (+$213)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares35 from 19
Change+16 (+84%)
Value$3.4K (+$1.7K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares34 from 33
Change+1 (+3%)
Value$3.3K (+$230)
Filed 2026-11-02
PayPay Securities Corp
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.3K (+$186)
Filed 2026-10-27
NBH Bank
NEW
Shares33
Change+33
Value$3.2K
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares33 from 28
Change+5 (+18%)
Value$3.3K (+$565)
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.2K (+$180)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.9K (+$164)
Filed 2026-11-04
Breakwater Investment Management
NEW
Shares29
Change+29
Value$2.8K
Filed 2026-10-20
Birchwood Financial Partners, Inc.
NEW
Shares28
Change+28
Value$2.7K
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.6K (+$147)
Filed 2026-10-07
Richardson Financial Services Inc.
NEW
Shares23
Change+23
Value$2.2K
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares23
Change+23
Value$2.2K
Filed 2026-10-15
Fairman Group, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.2K (+$126)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.9K (+$103)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares15 from 13
Change+2 (+15%)
Value$1.5K (+$266)
Filed 2026-10-23
Mosley Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.2K (+$24)
Filed 2026-10-16
Navigoe, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares12 from 104
Change-92 (-88%)
Value$1.2K (-$8.4K)
Filed 2026-10-28
Phillip James Consulting Co.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$66)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (+$60)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED
Shares7 from 20
Change-13 (-65%)
Value$685 (-$1.2K)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$685 (+$39)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$391 (+$21)
Filed 2026-10-15
Redwood Park Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$391 (+$21)
Filed 2026-11-02
Maseco LLP
NEW
Shares1
Change+1
Value$98
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares1
Change+1
Value$98
Filed 2026-10-27
Financially Speaking Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$98 (+$4)
Filed 2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$99 (+$6)
Filed 2026-11-04
Algebris (UK) LTD
CLOSED
Shares0 from 252,717
Change-252,717 (-100%)
Value$0 (-$23.2M)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 159,940
Change-159,940 (-100%)
Value$0 (-$14.8M)
Filed 2026-11-05
Premier Fund Managers Ltd
CLOSED
Shares0 from 119,287
Change-119,287 (-100%)
Value$0 (-$10.8K)
Filed 2026-11-02
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 73,700
Change-73,700 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-03
Secure Asset Management, LLC
CLOSED
Shares0 from 47,530
Change-47,530 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-19
AGF Management LTD
CLOSED
Shares0 from 33,386
Change-33,386 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-03
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 24,598
Change-24,598 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 23,288
Change-23,288 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Arjuna Capital
CLOSED
Shares0 from 18,922
Change-18,922 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
New England Research & Management, Inc.
CLOSED
Shares0 from 16,325
Change-16,325 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
Islay Capital Management, LLC
CLOSED
Shares0 from 12,536
Change-12,536 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
West Financial Advisors, LLC
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$830.4K)
Filed 2026-10-22
Arista Wealth Management, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$553.6K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 3,645
Change-3,645 (-100%)
Value$0 (-$336.3K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,507
Change-3,507 (-100%)
Value$0 (-$323.6K)
Filed 2026-11-03
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,182
Change-3,182 (-100%)
Value$0 (-$293.6K)
Filed 2026-11-03
James J. Burns & Company, LLC
CLOSED
Shares0 from 2,882
Change-2,882 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-22
Convergence Financial, LLC
CLOSED
Shares0 from 2,662
Change-2,662 (-100%)
Value$0 (-$245.6K)
Filed 2026-10-27
Investment House LLC
CLOSED
Shares0 from 2,615
Change-2,615 (-100%)
Value$0 (-$241.3K)
Filed 2026-10-21
Strategic Blueprint, LLC
CLOSED
Shares0 from 2,531
Change-2,531 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-22
Hennessy Advisors Inc
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$230.7K)
Filed 2026-10-28
Laurion Capital Management LP
CLOSED
Shares0 from 2,471
Change-2,471 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-30
Morling Financial Advisors, LLC
CLOSED
Shares0 from 2,305
Change-2,305 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,223
Change-2,223 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-19
McLean Asset Management Corp
CLOSED
Shares0 from 2,050
Change-2,050 (-100%)
Value$0 (-$215.7K)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 1,421
Change-1,421 (-100%)
Value$0 (-$133.5K)
Filed 2026-11-06
Zega Investments, LLC
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$125.7K)
Filed 2026-11-04
Sherman Asset Management, Inc.
CLOSED
Shares0 from 1,214
Change-1,214 (-100%)
Value$0 (-$112.0K)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$108.0K)
Filed 2026-10-22
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$86.3K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 796
Change-796 (-100%)
Value$0 (-$80.2K)
Filed 2026-10-16
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$71)
Filed 2026-11-06
One River Asset Management, LLC
CLOSED
Shares0 from 652
Change-652 (-100%)
Value$0 (-$60.2K)
Filed 2026-10-21
Focused Wealth Management, Inc
CLOSED
Shares0 from 507
Change-507 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-30
Summit Securities Group LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$35.0K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$27.7K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$24.4K)
Filed 2026-10-20
First Pacific Financial
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-14
Contravisory Investment Management, Inc.
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-20
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-21
Decker Retirement Planning Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Southern Michigan Bank & Trust
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-19
Downshift Financial, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$923)
Filed 2026-10-13
Mechanics Financial Corp
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$923)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$619.6K (+$100.4K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 134,414,949
Change-134,414,949 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 107,329,957
Change-107,329,957 (-100%)
Value—
Dodge & COX
N/A
Shares— from 76,968,323
Change-76,968,323 (-100%)
Value—
State Street Corp
N/A
Shares— from 73,174,188
Change-73,174,188 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 49,165,186
Change-49,165,186 (-100%)
Value—
FMR LLC
N/A
Shares— from 44,265,455
Change-44,265,455 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 43,292,139
Change-43,292,139 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 36,476,735
Change-36,476,735 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 26,889,062
Change-26,889,062 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 25,120,895
Change-25,120,895 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 24,201,471
Change-24,201,471 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,793,553
Change-22,793,553 (-100%)
Value—
Norges Bank
N/A
Shares— from 22,658,390
Change-22,658,390 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 18,930,716
Change-18,930,716 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,993,144
Change-15,993,144 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,952,492
Change-15,952,492 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 13,356,306
Change-13,356,306 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 13,090,710
Change-13,090,710 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,649,537
Change-12,649,537 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,530,896
Change-12,530,896 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,843,766
Change-11,843,766 (-100%)
Value—
Bamco Inc
N/A
Shares— from 11,655,694
Change-11,655,694 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,226,699
Change-11,226,699 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 10,638,869
Change-10,638,869 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,616,749
Change-9,616,749 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 9,472,684
Change-9,472,684 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,403,634
Change-9,403,634 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,318,993
Change-9,318,993 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,209,119
Change-9,209,119 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,722,348
Change-8,722,348 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,425,755
Change-8,425,755 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,971,114
Change-7,971,114 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 7,632,441
Change-7,632,441 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,886,128
Change-5,886,128 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,779,607
Change-5,779,607 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 5,703,361
Change-5,703,361 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,571,968
Change-5,571,968 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,204,548
Change-5,204,548 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,935,492
Change-4,935,492 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,795,131
Change-4,795,131 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 4,704,530
Change-4,704,530 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 4,571,355
Change-4,571,355 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,513,138
Change-4,513,138 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,025,866
Change-4,025,866 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,813,514
Change-3,813,514 (-100%)
Value—
Capital International Investors
N/A
Shares— from 3,602,660
Change-3,602,660 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,601,248
Change-3,601,248 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,534,048
Change-3,534,048 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 3,522,501
Change-3,522,501 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,483,025
Change-3,483,025 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 3,452,804
Change-3,452,804 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,438,308
Change-3,438,308 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,406,215
Change-3,406,215 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,346,506
Change-3,346,506 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,216,537
Change-3,216,537 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,189,572
Change-3,189,572 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,187,265
Change-3,187,265 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,083,888
Change-3,083,888 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,986,999
Change-2,986,999 (-100%)
Value—
Timucuan Asset Management Inc
N/A
Shares— from 2,936,893
Change-2,936,893 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,784,184
Change-2,784,184 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,681,578
Change-2,681,578 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,604,455
Change-2,604,455 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,557,515
Change-2,557,515 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,538,664
Change-2,538,664 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,529,153
Change-2,529,153 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,498,544
Change-2,498,544 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 2,466,590
Change-2,466,590 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,408,804
Change-2,408,804 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,375,832
Change-2,375,832 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 2,295,743
Change-2,295,743 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,277,340
Change-2,277,340 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,262,374
Change-2,262,374 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,252,011
Change-2,252,011 (-100%)
Value—
Darsana Capital Partners LP
N/A
Shares— from 2,250,000
Change-2,250,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 2,213,960
Change-2,213,960 (-100%)
Value—
Route One Investment Company, L.P.
N/A
Shares— from 2,189,893
Change-2,189,893 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,180,123
Change-2,180,123 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,119,943
Change-2,119,943 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,113,238
Change-2,113,238 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,063,766
Change-2,063,766 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,037,800
Change-2,037,800 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,016,840
Change-2,016,840 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,911,141
Change-1,911,141 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,872,038
Change-1,872,038 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,836,925
Change-1,836,925 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,762,006
Change-1,762,006 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 1,681,567
Change-1,681,567 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 1,674,961
Change-1,674,961 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,660,995
Change-1,660,995 (-100%)
Value—
North Peak Capital Management, LLC
N/A
Shares— from 1,646,358
Change-1,646,358 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,627,988
Change-1,627,988 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,617,780
Change-1,617,780 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 1,611,555
Change-1,611,555 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,582,419
Change-1,582,419 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,576,199
Change-1,576,199 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,544,223
Change-1,544,223 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,481,869
Change-1,481,869 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,431,430
Change-1,431,430 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,426,071
Change-1,426,071 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,418,844
Change-1,418,844 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,405,742
Change-1,405,742 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,380,032
Change-1,380,032 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 1,337,145
Change-1,337,145 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 1,323,509
Change-1,323,509 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,311,331
Change-1,311,331 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,311,293
Change-1,311,293 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 1,305,310
Change-1,305,310 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,282,028
Change-1,282,028 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,248,416
Change-1,248,416 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,245,409
Change-1,245,409 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,234,748
Change-1,234,748 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,205,506
Change-1,205,506 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 1,202,369
Change-1,202,369 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 1,170,451
Change-1,170,451 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,170,390
Change-1,170,390 (-100%)
Value—
Park Presidio Capital LLC
N/A
Shares— from 1,170,236
Change-1,170,236 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 1,162,896
Change-1,162,896 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,138,783
Change-1,138,783 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,117,039
Change-1,117,039 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,104,683
Change-1,104,683 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,059,367
Change-1,059,367 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,042,577
Change-1,042,577 (-100%)
Value—
Boston Partners
N/A
Shares— from 998,920
Change-998,920 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 997,412
Change-997,412 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 956,633
Change-956,633 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 949,485
Change-949,485 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 926,971
Change-926,971 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 914,616
Change-914,616 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 912,643
Change-912,643 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 904,375
Change-904,375 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 893,472
Change-893,472 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 892,865
Change-892,865 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 849,779
Change-849,779 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 847,868
Change-847,868 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 842,487
Change-842,487 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 842,480
Change-842,480 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 839,303
Change-839,303 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 801,071
Change-801,071 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 761,360
Change-761,360 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 750,000
Change-750,000 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 740,788
Change-740,788 (-100%)
Value—
Blair William & Co
N/A
Shares— from 739,229
Change-739,229 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 737,701
Change-737,701 (-100%)
Value—
FIL Ltd
N/A
Shares— from 737,623
Change-737,623 (-100%)
Value—
Summitry LLC
N/A
Shares— from 707,019
Change-707,019 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 705,304
Change-705,304 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 695,595
Change-695,595 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 693,955
Change-693,955 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 689,376
Change-689,376 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 686,615
Change-686,615 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 670,072
Change-670,072 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 652,139
Change-652,139 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 639,468
Change-639,468 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 626,708
Change-626,708 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 621,646
Change-621,646 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 616,080
Change-616,080 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 600,673
Change-600,673 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 600,554
Change-600,554 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 587,227
Change-587,227 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 573,272
Change-573,272 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 566,275
Change-566,275 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 559,050
Change-559,050 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 542,634
Change-542,634 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 535,833
Change-535,833 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 525,299
Change-525,299 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 511,257
Change-511,257 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 506,841
Change-506,841 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 498,176
Change-498,176 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 492,178
Change-492,178 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 489,877
Change-489,877 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 489,573
Change-489,573 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 485,363
Change-485,363 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 485,009
Change-485,009 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 483,058
Change-483,058 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 482,041
Change-482,041 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 478,540
Change-478,540 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 476,200
Change-476,200 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 474,705
Change-474,705 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 471,600
Change-471,600 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 466,749
Change-466,749 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 458,665
Change-458,665 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 458,006
Change-458,006 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 445,551
Change-445,551 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 424,880
Change-424,880 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 419,336
Change-419,336 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 417,055
Change-417,055 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 414,077
Change-414,077 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 405,498
Change-405,498 (-100%)
Value—
Ossiam
N/A
Shares— from 402,935
Change-402,935 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 397,976
Change-397,976 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 391,803
Change-391,803 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 387,041
Change-387,041 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 383,423
Change-383,423 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 380,017
Change-380,017 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 378,808
Change-378,808 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 375,553
Change-375,553 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 374,370
Change-374,370 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 372,338
Change-372,338 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 366,441
Change-366,441 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 361,175
Change-361,175 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 360,760
Change-360,760 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 358,701
Change-358,701 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 358,432
Change-358,432 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 352,763
Change-352,763 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 342,398
Change-342,398 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 339,818
Change-339,818 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 336,105
Change-336,105 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 331,894
Change-331,894 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 327,673
Change-327,673 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 327,481
Change-327,481 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 325,487
Change-325,487 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 319,725
Change-319,725 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 319,236
Change-319,236 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 314,932
Change-314,932 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 311,663
Change-311,663 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 306,759
Change-306,759 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 304,332
Change-304,332 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 298,535
Change-298,535 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 289,871
Change-289,871 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 287,088
Change-287,088 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 285,384
Change-285,384 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 284,953
Change-284,953 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 283,389
Change-283,389 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 282,327
Change-282,327 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 279,572
Change-279,572 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 279,565
Change-279,565 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 278,750
Change-278,750 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 277,772
Change-277,772 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 273,968
Change-273,968 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 263,922
Change-263,922 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 258,708
Change-258,708 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 258,576
Change-258,576 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 250,998
Change-250,998 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 248,161
Change-248,161 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 247,592
Change-247,592 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 245,000
Change-245,000 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 244,772
Change-244,772 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 240,346
Change-240,346 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 239,746
Change-239,746 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 239,497
Change-239,497 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 227,115
Change-227,115 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 219,725
Change-219,725 (-100%)
Value—
Prudential PLC
N/A
Shares— from 218,889
Change-218,889 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 218,376
Change-218,376 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 217,249
Change-217,249 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 217,027
Change-217,027 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 216,732
Change-216,732 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 216,288
Change-216,288 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 213,349
Change-213,349 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 212,141
Change-212,141 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 207,550
Change-207,550 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 205,215
Change-205,215 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 203,416
Change-203,416 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 201,739
Change-201,739 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 198,471
Change-198,471 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 197,480
Change-197,480 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 195,776
Change-195,776 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 194,796
Change-194,796 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 193,980
Change-193,980 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 192,951
Change-192,951 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 191,686
Change-191,686 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 189,880
Change-189,880 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 188,964
Change-188,964 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 188,597
Change-188,597 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 182,238
Change-182,238 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 181,952
Change-181,952 (-100%)
Value—
&partners
N/A
Shares— from 181,701
Change-181,701 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 180,572
Change-180,572 (-100%)
Value—
North Reef Capital Management LP
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 174,703
Change-174,703 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 172,783
Change-172,783 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 172,406
Change-172,406 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 172,200
Change-172,200 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 170,873
Change-170,873 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 170,462
Change-170,462 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 169,932
Change-169,932 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 167,634
Change-167,634 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 166,044
Change-166,044 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 165,885
Change-165,885 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 161,596
Change-161,596 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 161,024
Change-161,024 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 158,660
Change-158,660 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 158,043
Change-158,043 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 157,053
Change-157,053 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 156,949
Change-156,949 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 156,808
Change-156,808 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 156,731
Change-156,731 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 155,449
Change-155,449 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 149,606
Change-149,606 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 147,436
Change-147,436 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 147,353
Change-147,353 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 147,075
Change-147,075 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 146,646
Change-146,646 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 144,804
Change-144,804 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 144,587
Change-144,587 (-100%)
Value—
Soapstone Management L.P.
N/A
Shares— from 143,750
Change-143,750 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 143,134
Change-143,134 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 140,026
Change-140,026 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 139,334
Change-139,334 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 138,025
Change-138,025 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 137,307
Change-137,307 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 135,580
Change-135,580 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 135,377
Change-135,377 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 134,547
Change-134,547 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 133,461
Change-133,461 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 132,224
Change-132,224 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 131,889
Change-131,889 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 130,740
Change-130,740 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 129,913
Change-129,913 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 127,985
Change-127,985 (-100%)
Value—
BNP Paribas
N/A
Shares— from 125,718
Change-125,718 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 125,392
Change-125,392 (-100%)
Value—
Motco
N/A
Shares— from 124,117
Change-124,117 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 123,183
Change-123,183 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 121,987
Change-121,987 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 121,059
Change-121,059 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 120,385
Change-120,385 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 120,276
Change-120,276 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 115,626
Change-115,626 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 115,584
Change-115,584 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 114,067
Change-114,067 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 113,000
Change-113,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 111,145
Change-111,145 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 107,701
Change-107,701 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 107,681
Change-107,681 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 106,637
Change-106,637 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 105,826
Change-105,826 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 105,429
Change-105,429 (-100%)
Value—
Allstate Corp
N/A
Shares— from 105,334
Change-105,334 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 103,265
Change-103,265 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 102,422
Change-102,422 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 101,819
Change-101,819 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 101,417
Change-101,417 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 98,727
Change-98,727 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 96,731
Change-96,731 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 96,292
Change-96,292 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 95,470
Change-95,470 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 95,338
Change-95,338 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 93,682
Change-93,682 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 92,395
Change-92,395 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 91,978
Change-91,978 (-100%)
Value—
Allianz SE
N/A
Shares— from 91,848
Change-91,848 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 90,283
Change-90,283 (-100%)
Value—
Commerce Bank
N/A
Shares— from 88,912
Change-88,912 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 87,107
Change-87,107 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 86,812
Change-86,812 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 85,847
Change-85,847 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 84,573
Change-84,573 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 82,321
Change-82,321 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 81,949
Change-81,949 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 81,760
Change-81,760 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 80,222
Change-80,222 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 76,668
Change-76,668 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 75,036
Change-75,036 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 73,931
Change-73,931 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 73,282
Change-73,282 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 72,957
Change-72,957 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 72,127
Change-72,127 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 68,834
Change-68,834 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 67,276
Change-67,276 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 65,440
Change-65,440 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 65,320
Change-65,320 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 64,855
Change-64,855 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 64,494
Change-64,494 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 63,986
Change-63,986 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 63,745
Change-63,745 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 63,624
Change-63,624 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 63,328
Change-63,328 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 62,936
Change-62,936 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,141
Change-62,141 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 61,797
Change-61,797 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 61,247
Change-61,247 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 59,890
Change-59,890 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 58,826
Change-58,826 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 58,780
Change-58,780 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 58,614
Change-58,614 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 58,184
Change-58,184 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 57,815
Change-57,815 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 57,720
Change-57,720 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 57,016
Change-57,016 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 56,825
Change-56,825 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 56,560
Change-56,560 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 55,892
Change-55,892 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 55,627
Change-55,627 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 54,020
Change-54,020 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 52,415
Change-52,415 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 52,280
Change-52,280 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 52,214
Change-52,214 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 52,052
Change-52,052 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 51,146
Change-51,146 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 51,070
Change-51,070 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,809
Change-50,809 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 50,724
Change-50,724 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 49,992
Change-49,992 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 49,238
Change-49,238 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,221
Change-48,221 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 48,208
Change-48,208 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 47,856
Change-47,856 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 47,634
Change-47,634 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 46,455
Change-46,455 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 46,059
Change-46,059 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 45,955
Change-45,955 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 45,887
Change-45,887 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 45,087
Change-45,087 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 43,965
Change-43,965 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 43,751
Change-43,751 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 43,530
Change-43,530 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 43,468
Change-43,468 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 42,753
Change-42,753 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 42,736
Change-42,736 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 42,549
Change-42,549 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 42,544
Change-42,544 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 42,429
Change-42,429 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 42,214
Change-42,214 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 41,986
Change-41,986 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 41,976
Change-41,976 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 40,951
Change-40,951 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 40,859
Change-40,859 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 40,794
Change-40,794 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 40,332
Change-40,332 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 39,508
Change-39,508 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 39,246
Change-39,246 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 38,870
Change-38,870 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 38,865
Change-38,865 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 38,450
Change-38,450 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 38,151
Change-38,151 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 37,919
Change-37,919 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 37,835
Change-37,835 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,802
Change-37,802 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 37,778
Change-37,778 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 37,773
Change-37,773 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 37,504
Change-37,504 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 37,354
Change-37,354 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 37,205
Change-37,205 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,912
Change-36,912 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 36,570
Change-36,570 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 36,470
Change-36,470 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 35,941
Change-35,941 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 35,848
Change-35,848 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 34,446
Change-34,446 (-100%)
Value—
American Trust
N/A
Shares— from 34,292
Change-34,292 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 34,152
Change-34,152 (-100%)
Value—
LRT Capital Management, LLC
N/A
Shares— from 33,756
Change-33,756 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 33,435
Change-33,435 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 33,408
Change-33,408 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 32,995
Change-32,995 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 32,981
Change-32,981 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 32,941
Change-32,941 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 32,459
Change-32,459 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 31,840
Change-31,840 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 31,672
Change-31,672 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 31,648
Change-31,648 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 31,637
Change-31,637 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 31,269
Change-31,269 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 30,710
Change-30,710 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 30,304
Change-30,304 (-100%)
Value—
Resolute Capital Asset Partners LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,938
Change-29,938 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 29,741
Change-29,741 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 29,544
Change-29,544 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 29,459
Change-29,459 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 29,447
Change-29,447 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 29,267
Change-29,267 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 28,920
Change-28,920 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 28,863
Change-28,863 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 28,728
Change-28,728 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 28,472
Change-28,472 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 28,405
Change-28,405 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 28,338
Change-28,338 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 28,312
Change-28,312 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 28,285
Change-28,285 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,556
Change-27,556 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 27,397
Change-27,397 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 27,330
Change-27,330 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 26,792
Change-26,792 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 26,461
Change-26,461 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 26,197
Change-26,197 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,157
Change-26,157 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,043
Change-26,043 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 25,906
Change-25,906 (-100%)
Value—
Simmons Bank
N/A
Shares— from 25,706
Change-25,706 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 25,565
Change-25,565 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 25,476
Change-25,476 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 25,306
Change-25,306 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 25,121
Change-25,121 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 25,052
Change-25,052 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 24,336
Change-24,336 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 23,802
Change-23,802 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 23,747
Change-23,747 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,257
Change-23,257 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 23,141
Change-23,141 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 22,743
Change-22,743 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 22,663
Change-22,663 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 22,443
Change-22,443 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 22,317
Change-22,317 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 22,065
Change-22,065 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 21,893
Change-21,893 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 21,871
Change-21,871 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,742
Change-21,742 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 21,579
Change-21,579 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 21,532
Change-21,532 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 21,435
Change-21,435 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 21,366
Change-21,366 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 21,263
Change-21,263 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 21,213
Change-21,213 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 21,049
Change-21,049 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 20,588
Change-20,588 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 20,450
Change-20,450 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,448
Change-20,448 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 20,281
Change-20,281 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 20,277
Change-20,277 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 20,229
Change-20,229 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 19,859
Change-19,859 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 19,693
Change-19,693 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 19,656
Change-19,656 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 19,526
Change-19,526 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 19,407
Change-19,407 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 18,813
Change-18,813 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 18,811
Change-18,811 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,436
Change-18,436 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 18,169
Change-18,169 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 17,932
Change-17,932 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 17,908
Change-17,908 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 17,712
Change-17,712 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 17,689
Change-17,689 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 17,523
Change-17,523 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 17,504
Change-17,504 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 17,467
Change-17,467 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 17,454
Change-17,454 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 17,401
Change-17,401 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 17,401
Change-17,401 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 17,192
Change-17,192 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 17,069
Change-17,069 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 16,999
Change-16,999 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 16,559
Change-16,559 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 16,528
Change-16,528 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 16,411
Change-16,411 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 16,323
Change-16,323 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 16,285
Change-16,285 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 16,225
Change-16,225 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 16,065
Change-16,065 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 15,629
Change-15,629 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 15,608
Change-15,608 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 15,330
Change-15,330 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 15,329
Change-15,329 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 15,319
Change-15,319 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 15,285
Change-15,285 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 15,235
Change-15,235 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,749
Change-14,749 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 14,563
Change-14,563 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 14,403
Change-14,403 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,367
Change-14,367 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,316
Change-14,316 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 14,256
Change-14,256 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,124
Change-14,124 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,058
Change-14,058 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,022
Change-14,022 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 13,756
Change-13,756 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13,685
Change-13,685 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 13,670
Change-13,670 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 13,591
Change-13,591 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,451
Change-13,451 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 13,083
Change-13,083 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,046
Change-13,046 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 12,947
Change-12,947 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,651
Change-12,651 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 12,619
Change-12,619 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 12,410
Change-12,410 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 12,395
Change-12,395 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,319
Change-12,319 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 12,134
Change-12,134 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 11,697
Change-11,697 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 11,534
Change-11,534 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 10,985
Change-10,985 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,851
Change-10,851 (-100%)
Value—
S&G Foundation
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 10,834
Change-10,834 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 10,587
Change-10,587 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 10,536
Change-10,536 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,140
Change-10,140 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 9,924
Change-9,924 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 9,852
Change-9,852 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 9,805
Change-9,805 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,593
Change-9,593 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Sovereign's Capital Management, LLC
N/A
Shares— from 9,517
Change-9,517 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,183
Change-9,183 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,810
Change-8,810 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 8,767
Change-8,767 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 8,423
Change-8,423 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 8,261
Change-8,261 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 8,048
Change-8,048 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Optas, LLC
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,687
Change-7,687 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,924
Change-6,924 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,215
Change-6,215 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,978
Change-5,978 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 5,589
Change-5,589 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
ING Groep NV
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 810
Change-810 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 782
Change-782 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 742
Change-742 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 727
Change-727 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 719
Change-719 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 719
Change-719 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 711
Change-711 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 700
Change-700 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 650
Change-650 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 627
Change-627 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 575
Change-575 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 565
Change-565 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 469
Change-469 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 455
Change-455 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 436
Change-436 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
NCP Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 325
Change-325 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 281
Change-281 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 256
Change-256 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 229
Change-229 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
S&T Bank
N/A
Shares— from 188
Change-188 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 147
Change-147 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 121
Change-121 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 120
Change-120 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Centennial Bank
N/A
Shares— from 92
Change-92 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 58
Change-58 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 53
Change-53 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Quarry LP
N/A
Shares— from 20
Change-20 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED37,982,41337,293,274+689,139+2%$3.4B$3.7B+$287.3M2026-11-06
Fisher Asset Management, LLC
DECREASED21,942,69921,952,062-9,3630%$2.0B$2.1B+$119.2M2026-11-06
Bank of New York Mellon Corp
INCREASED11,448,10110,489,297+958,804+9%$967.8M$1.1B+$151.1M2026-11-05
Flossbach VON Storch SE
DECREASED8,936,66110,706,944-1,770,283-17%$987.9M$873.5M-$114.5M2026-10-28
Amundi
INCREASED8,062,6766,850,758+1,211,918+18%$632.1M$788.0M+$155.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED6,310,6026,309,493+1,109+0%$582.1M$616.8M+$34.7M2026-11-04
Deutsche Bank Ag\
DECREASED5,919,4326,656,381-736,949-11%$614.2M$578.6M-$35.6M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,245,5484,017,116+228,432+6%$370.7M$415.0M+$44.3M2026-11-05
Yacktman Asset Management LP
DECREASED4,055,2344,101,552-46,318-1%$378.5M$396.4M+$17.9M2026-11-02
Barclays PLC
INCREASED3,712,9553,656,904+56,051+2%$337.4M$362.9M+$25.5M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,388,4913,460,277-71,786-2%$319.3M$331.2M+$11.9M2026-10-29
Allen Investment Management, LLC
DECREASED3,280,1663,414,852-134,686-4%$315.1M$320.6M+$5.5M2026-11-03
Assenagon Asset Management S.A.
INCREASED2,923,2701,743,958+1,179,312+68%$160.9M$285.7M+$124.8M2026-10-15
Citigroup Inc
INCREASED2,587,0452,152,238+434,807+20%$198.6M$252.9M+$54.3M2026-11-04
Fort Washington Investment Advisors Inc
DECREASED2,527,5752,550,333-22,758-1%$235.3M$247.0M+$11.7M2026-10-15
Provident Trust Co
DECREASED2,518,6373,716,441-1,197,804-32%$342.9M$246.2M-$96.7M2026-10-29
Principal Financial Group Inc
DECREASED2,441,0372,741,997-300,960-11%$253.0M$238.6M-$14.4M2026-11-02
Russell Investments Group, Ltd.
INCREASED2,274,9852,223,546+51,439+2%$204.8M$222.5M+$17.7M2026-11-06
Thrivent Financial for Lutherans
INCREASED2,244,2921,978,758+265,534+13%$182.6M$219.4K-$182.4M2026-11-05
US Bancorp \de\
DECREASED2,243,0752,289,104-46,029-2%$211.2M$219.2M+$8.0M2026-11-05
LPL Financial LLC
INCREASED1,974,2891,850,432+123,857+7%$170.7M$193.0M+$22.2M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,754,9531,743,171+11,782+1%$160.2M$172.1M+$11.9M2026-10-29
PFA Pension, Forsikringsaktieselskab
INCREASED1,481,4511,385,802+95,649+7%$127.9M$144.8M+$16.9M2026-11-06
Markel Group Inc.
UNCHANGED1,394,8001,394,80000%$128.7M$136.3M+$7.6M2026-10-30
Truist Financial Corp
DECREASED1,258,3441,274,680-16,336-1%$117.6M$123.0M+$5.4M2026-10-30
Parnassus Investments, LLC
DECREASED1,247,8261,258,426-10,600-1%$116.1M$122.0M+$5.8M2026-10-22
Assetmark, Inc
INCREASED1,231,2811,191,983+39,298+3%$110.0M$120.3M+$10.4M2026-10-21
MacKenzie Financial Corp
INCREASED1,204,3561,150,522+53,834+5%$106.2M$117.7M+$11.6M2026-11-02
New York State Teachers Retirement System
DECREASED1,190,5891,250,931-60,342-5%$115.4M$116.4K-$115.3M2026-10-22
Retirement Systems of Alabama
DECREASED1,093,0861,095,623-2,5370%$101.1M$106.8M+$5.7M2026-11-04
Cardano Risk Management B.V.
NEW1,057,529—+1,057,529——$103.4K—2026-10-20
Strs Ohio
INCREASED1,035,7961,020,083+15,713+2%$94.1M$101.2M+$7.1M2026-10-30
Ninety One UK Ltd
DECREASED1,033,1671,052,531-19,364-2%$97.1M$101.0M+$3.9M2026-10-15
KBC Group NV
INCREASED1,008,342655,451+352,891+54%$60.5M$98.6K-$60.4M2026-10-22
Mondrian Investment Partners LTD
DECREASED981,8241,858,141-876,317-47%$171.5M$96.0M-$75.5M2026-10-23
Pictet Asset Management Holding SA
DECREASED953,7181,035,288-81,570-8%$95.5M$93.2M-$2.3M2026-11-03
Swedbank AB
INCREASED833,866831,512+2,354+0%$76.7M$81.5M+$4.8M2026-10-27
Creative Planning
INCREASED802,825746,571+56,254+8%$68.9M$78.5M+$9.6M2026-11-02
Equity Investment Corp
DECREASED788,347814,627-26,280-3%$75.2M$77.1M+$1.9M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED760,217732,753+27,464+4%$74.0M$72.0M-$2.0M2026-10-13
Asset Management One Co., Ltd.
INCREASED741,516707,726+33,790+5%$65.3M$72.5M+$7.2M2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED733,429935,109-201,680-22%$86.3M$71.7M-$14.6M2026-10-20
Barr E S & Co
DECREASED731,155739,955-8,800-1%$68.3M$71.5M+$3.2M2026-11-06
Carnegie Investment Counsel
DECREASED723,868745,872-22,004-3%$66.9M$68.7M+$1.8M2026-10-20
DekaBank Deutsche Girozentrale
INCREASED717,749396,106+321,643+81%$37.1K$71.0K+$33.9K2026-10-27
Ferguson Wellman Capital Management, Inc
INCREASED706,350671,779+34,571+5%$62.0M$69.0M+$7.1M2026-10-05
Great Lakes Advisors, LLC
INCREASED701,195687,938+13,257+2%$63.5M$68.5M+$5.1M2026-11-06
Central Securities Corp
UNCHANGED700,000700,00000%$64.6M$68.4M+$3.8M2026-11-06
Sterling Capital Management LLC
DECREASED697,259731,958-34,699-5%$67.5M$68.2M+$612.3K2026-10-22
Montrusco Bolton Investments Inc.
NEW695,062—+695,062——$67.9M—2026-10-13
Caledonia Investments PLC
UNCHANGED671,000671,00000%$61.9M$65.6M+$3.7M2026-10-13
Candriam S.C.A.
DECREASED652,046821,827-169,781-21%$75.8M$64.0M-$11.8M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED649,548617,153+32,395+5%$59.1M$63.9M+$4.8M2026-11-04
Vest Financial, LLC
INCREASED616,370407,329+209,041+51%$37.6M$60.2M+$22.7M2026-10-21
Perpetual Ltd
INCREASED558,236455,719+102,517+23%$42.0M$54.6M+$12.5M2026-10-13
Aberdeen Group plc
DECREASED552,2991,643,886-1,091,587-66%$151.7M$54.0M-$97.7M2026-11-06
Swiss Life Asset Management Ltd
INCREASED549,108357,255+191,853+54%$33.0M$53.7M+$20.7M2026-11-03
Corda Investment Management, Llc.
DECREASED536,147545,906-9,759-2%$50.4M$52.4M+$2.0M2026-10-22
State of New Jersey Common Pension Fund D
DECREASED535,225538,971-3,746-1%$49.7M$52.3M+$2.6M2026-11-05
Lido Advisors, LLC
INCREASED532,193482,946+49,247+10%$44.6M$52.0M+$7.5M2026-11-04
Associated Banc-Corp
DECREASED493,951508,338-14,387-3%$46.9M$48.3M+$1.4M2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED489,666481,166+8,500+2%$44.4M$47.9K-$44.3M2026-10-08
Nykredit A/S
DECREASED473,725476,529-2,804-1%$44.0M$46.3M+$2.3M2026-11-06
Crown Oak Advisors, LLC
INCREASED471,800471,770+30+0%$43.5M$46.1M+$2.6M2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED469,528354,734+114,794+32%$32.7M$45.9M+$13.2M2026-11-03
Czech National Bank
INCREASED467,067465,323+1,744+0%$42.9M$45.7M+$2.7M2026-10-13
Arizona State Retirement System
INCREASED465,744458,174+7,570+2%$42.3M$45.5M+$3.2M2026-11-03
SEB Asset Management AB
DECREASED460,440462,577-2,1370%$42.7M$45.0M+$2.3M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED460,336480,711-20,375-4%$44.4M$45.0M+$638.0K2026-10-15
Nisa Investment Advisors, LLC
INCREASED433,286379,357+53,929+14%$35.0M$42.3M+$7.3M2026-10-20
PNC Financial Services Group, Inc.
INCREASED429,753398,564+31,189+8%$36.8M$42.0M+$5.2M2026-11-06
D.A. Davidson & Co.
DECREASED424,810424,820-100%$39.2M$41.5M+$2.3M2026-10-28
State of Michigan Retirement System
DECREASED423,466433,566-10,100-2%$40.0M$41.4M+$1.4M2026-10-27
AMI Asset Management Corp
DECREASED422,254432,674-10,420-2%$39.9M$41.3M+$1.3M2026-10-20
Fifth Third Bancorp
DECREASED418,255433,329-15,074-3%$40.0M$40.9M+$896.9K2026-11-05
CIBC Asset Management Inc
DECREASED409,431411,308-1,8770%$37.9M$40.0M+$2.1M2026-11-05
Kestra Advisory Services, LLC
INCREASED401,156385,528+15,628+4%$35.6M$39.2M+$3.6M2026-11-02
Daiwa Securities Group Inc.
INCREASED400,290383,918+16,372+4%$35.4M$39.1M+$3.7M2026-10-29
Rockland Trust Co
DECREASED391,597391,764-1670%$36.1M$38.3M+$2.1M2026-10-05
IFM Investors Pty Ltd
INCREASED388,237377,465+10,772+3%$34.8M$37.9M+$3.1M2026-10-14
Allen Operations LLC
UNCHANGED380,215380,21500%$35.1M$37.2M+$2.1M2026-11-03
Cooke & Bieler LP
DECREASED372,462685,644-313,182-46%$63.3M$36.4M-$26.9M2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED359,145361,080-1,935-1%$33.3M$35.1M+$1.8M2026-11-03
Crossmark Global Holdings, Inc.
DECREASED358,471554,130-195,659-35%$51.1M$35.0M-$16.1M2026-10-21
Pacific Heights Asset Management LLC
UNCHANGED350,000350,00000%$32.3M$34.2M+$1.9M2026-11-03
ProShare Advisors LLC
DECREASED347,593365,295-17,702-5%$33.7M$34.0M+$268.0K2026-10-29
Xponance LLC
DECREASED344,266355,562-11,296-3%$32.8M$33.6M+$840.9K2026-11-03
Calamos Advisors LLC
INCREASED334,849328,075+6,774+2%$30.3M$32.7M+$2.5M2026-11-02
Greatmark Investment Partners, Inc.
DECREASED334,000335,492-1,4920%$31.0M$32.6M+$1.7M2026-10-28
King Luther Capital Management Corp
DECREASED328,623330,113-1,4900%$30.5M$32.1M+$1.7M2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED322,355327,084-4,729-1%$30.1M$31.6M+$1.5M2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED316,798314,379+2,419+1%$29.0M$31.0M+$2.0M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED313,346326,492-13,146-4%$30.1M$30.6M+$501.0K2026-10-19
Neos Investment Management LLC
INCREASED304,959272,235+32,724+12%$25.1M$29.8M+$4.7M2026-11-04
Rakuten Investment Management, Inc.
INCREASED294,137268,961+25,176+9%$24.4M$29.1M+$4.8M2026-10-30
OP Asset Management Ltd
INCREASED282,558195,195+87,363+45%$18.0M$27.6M+$9.6M2026-11-05
Amalgamated Bank
DECREASED276,336285,274-8,938-3%$26.3M$27.0K-$26.3M2026-10-23
Smith Group Asset Management, LLC
DECREASED265,628419,431-153,803-37%$38.7M$26.0M-$12.7M2026-10-27
Midwest Trust Co
INCREASED262,375259,689+2,686+1%$24.0M$25.6M+$1.7M2026-10-22
Busey Bank
DECREASED262,241264,590-2,349-1%$24.4M$25.6M+$1.2M2026-10-26
Hosking Partners LLP
DECREASED256,119275,090-18,971-7%$25.4M$25.0M-$349.5K2026-10-21
Exchange Traded Concepts, LLC
DECREASED252,944379,483-126,539-33%$35.0M$24.7M-$10.3M2026-10-28
Barlow Wealth Partners, LLC
INCREASED252,451248,860+3,591+1%$25.3M$24.4M-$871.8K2026-10-15
Talbot Financial, LLC
DECREASED246,546247,559-1,0130%$22.8M$24.1M+$1.3M2026-10-19
New York Life Investment Management LLC
DECREASED242,025243,914-1,889-1%$22.5M$23.7M+$1.1M2026-11-04
Park National Corp
DECREASED240,630245,025-4,395-2%$22.6M$23.5M+$910.7K2026-10-05
Clearstead Advisors, LLC
INCREASED240,177235,801+4,376+2%$21.8M$23.5M+$1.7M2026-11-06
Everett Harris & Co
INCREASED238,947237,657+1,290+1%$21.9M$23.4M+$1.4M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED237,276235,706+1,570+1%$21.7M$23.2M+$1.4M2026-10-20
GW Henssler & Associates LTD
DECREASED235,098238,027-2,929-1%$22.0M$23.0M+$1.0M2026-10-26
Commonwealth Equity Services, LLC
DECREASED234,122236,089-1,967-1%$21.8M$22.9M+$1.1M2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED227,238411,152-183,914-45%$37.9M$22.2M-$15.7M2026-11-06
Achmea Investment Management B.V.
NEW218,509—+218,509——$21.4M—2026-10-30
Ethic Inc.
INCREASED213,967204,339+9,628+5%$18.9M$20.9M+$2.1M2026-11-03
Addenda Capital Inc.
INCREASED213,798202,662+11,136+5%$18.7M$20.9M+$2.2M2026-10-13
Dudley & Shanley, Inc.
DECREASED211,965240,933-28,968-12%$22.2M$20.7M-$1.5M2026-10-06
Cohen Capital Management, Inc.
DECREASED211,729212,385-6560%$19.6M$20.7M+$1.1M2026-10-14
UniSuper Management Pty Ltd
INCREASED204,191178,691+25,500+14%$16.5M$20.0M+$3.5M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED199,828201,018-1,190-1%$18.5M$19.5M+$983.3K2026-10-30
Davidson Investment Advisors
DECREASED199,761234,899-35,138-15%$21.7M$19.5M-$2.1M2026-10-20
Private Wealth Partners, LLC
DECREASED197,804198,719-9150%$18.3M$19.3M+$997.6K2026-10-22
Edgemoor Investment Advisors, Inc.
INCREASED196,337193,819+2,518+1%$17.9M$19.2M+$1.3M2026-11-03
Virginia Retirement Systems ET Al
DECREASED194,500200,800-6,300-3%$18.5M$19.0M+$482.6K2026-10-28
Kinsale Capital Group, Inc.
INCREASED194,419167,370+27,049+16%$15.4M$19.0M+$3.6M2026-11-04
ProVise Management Group, LLC
DECREASED192,543195,522-2,979-2%$18.0M$18.8M+$778.4K2026-11-06
Live Oak Private Wealth LLC
DECREASED191,047203,521-12,474-6%$18.8M$18.7M-$105.9K2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED189,968206,143-16,175-8%$19.0M$18.6M-$453.3K2026-10-30
Mutual of America Capital Management LLC
DECREASED185,073187,606-2,533-1%$17.3M$18.1M+$778.6K2026-10-23
Cutler Investment Counsel LLC
DECREASED184,503186,829-2,326-1%$17.2M$18.0M+$794.6K2026-10-28
Courant Investment Management LLC
UNCHANGED183,499183,49900%$16.9M$17.9M+$1.0M2026-10-15
Tctc Holdings, LLC
INCREASED183,447183,241+206+0%$16.9M$17.9M+$1.0M2026-11-02
United Asset Strategies, Inc.
DECREASED183,297196,428-13,131-7%$18.1M$17.9M-$208.9K2026-10-28
Davenport & Co LLC
DECREASED182,959192,181-9,222-5%$17.7M$17.9M+$270.9K2026-10-14
Argent Capital Management LLC
DECREASED181,928186,032-4,104-2%$17.2M$17.8M+$616.4K2026-10-05
Poehling Capital Management, Inc.
DECREASED178,995179,671-6760%$16.6M$17.5M+$916.8K2026-10-20
Atria Investments, Inc
INCREASED178,169153,187+24,982+16%$14.1M$17.4M+$3.3M2026-10-15
ABN Amro Investment Solutions
INCREASED176,705142,245+34,460+24%$13.1M$17.3M+$4.1M2026-10-21
Asset Advisors Investment Management, LLC
DECREASED173,719175,731-2,012-1%$16.2M$17.0M+$764.6K2026-10-19
Ascent Group, LLC
INCREASED173,455171,658+1,797+1%$15.8M$17.0M+$1.1M2026-10-30
Baxter Bros Inc
INCREASED172,754168,229+4,525+3%$15.5M$16.9M+$1.4M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED172,604122,174+50,430+41%$11.3M$16.9M+$5.6M2026-10-16
Americana Partners, LLC
INCREASED171,83467,179+104,655+156%$6.2M$16.8M+$10.6M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED170,656161,254+9,402+6%$14.9M$16.7K-$14.9M2026-11-02
Baker Avenue Asset Management, LP
DECREASED170,649174,367-3,718-2%$16.1M$16.7M+$590.4K2026-11-06
Blume Capital Management, Inc.
DECREASED167,514169,578-2,064-1%$15.6M$16.4M+$725.9K2026-10-26
Y-Intercept (Hong Kong) Ltd
INCREASED166,52455,437+111,087+200%$5.1M$16.3M+$11.2M2026-10-16
Yousif Capital Management, LLC
DECREASED163,755164,935-1,180-1%$15.2M$16.0M+$786.9K2026-10-22
Avanza Fonder AB
INCREASED158,310142,386+15,924+11%$13.1M$15.5M+$2.3M2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED154,258125,674+28,584+23%$11.6M$15.1M+$3.5M2026-10-27
State of Alaska, Department of Revenue
DECREASED153,983160,179-6,196-4%$14.8M$15.1K-$14.8M2026-10-15
Jacobs & Co
DECREASED152,097156,494-4,397-3%$14.4K$14.9K+$4272026-10-09
Grimes & Co Wealth Management, LLC
INCREASED150,258112,739+37,519+33%$10.4M$14.7M+$4.3M2026-10-29
Perigon Wealth Management, LLC
DECREASED147,389149,554-2,165-1%$13.8M$14.4M+$606.4K2026-10-22
M&G Plc
INCREASED146,314145,187+1,127+1%$13.4M$14.3M+$981.6K2026-11-04
Fishman JAY A LTD
INCREASED146,212133,287+12,925+10%$12.3M$14.3M+$2.0M2026-10-26
Banque Pictet & CIE SA
INCREASED145,818140,236+5,582+4%$12.9M$14.3M+$1.3M2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
DECREASED144,858145,478-6200%$13.4M$14.2M+$735.1K2026-10-08
Munich Reinsurance Co Stock Corp in Munich
DECREASED144,360159,656-15,296-10%$14.7M$14.1M-$621.7K2026-10-30
Boston Common Asset Management, LLC
INCREASED141,980116,937+25,043+21%$10.8M$13.9M+$3.1M2026-10-13
Van Cleef Asset Management,Inc
DECREASED139,947141,930-1,983-1%$13.1M$13.7M+$582.5K2026-10-20
Rossmore Private Capital
INCREASED139,60446,454+93,150+201%$4.3M$13.6M+$9.4M2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED135,277124,548+10,729+9%$11.5M$13.2M+$1.7M2026-11-04
McGuire Investment Group, LLC
INCREASED134,642133,809+833+1%$12.3M$13.2M+$813.4K2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED134,184133,408+776+1%$12.3M$13.1M+$805.9K2026-11-05
Modera Wealth Management, LLC
DECREASED133,850137,947-4,097-3%$12.7M$13.1M+$354.2K2026-10-28
Artemis Investment Management LLP
NEW133,684—+133,684——$13.1M—2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED133,192131,823+1,369+1%$12.2M$13.0M+$854.9K2026-10-14
Parthenon LLC
DECREASED132,321132,340-190%$12.2M$12.9M+$722.0K2026-10-22
Great Lakes Retirement, Inc.
DECREASED131,332152,299-20,967-14%$14.1M$12.8M-$1.2M2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED128,401128,40100%$11.8M$12.5K-$11.8M2026-10-20
Bright Rock Capital Management, LLC
UNCHANGED125,000125,00000%$11.5M$12.2M+$683.8K2026-10-05
University of Texas S AM Investment Management Co
INCREASED123,85583,125+40,730+49%$7.7M$12.1M+$4.4M2026-11-03
Hanson & Doremus Investment Management
INCREASED123,111122,781+330+0%$11.3M$12.0K-$11.3M2026-10-16
AIA Group Ltd
DECREASED120,960156,431-35,471-23%$14.4M$11.8M-$2.6M2026-10-30
IFP Advisors, Inc
INCREASED120,94362,623+58,320+93%$5.8M$11.8M+$6.0M2026-10-16
Cullen Investment Group, Ltd.
INCREASED120,668106,747+13,921+13%$9.8M$11.7M+$1.9M2026-10-13
First Merchants Corp
DECREASED120,084124,909-4,825-4%$11.5M$11.7M+$211.7K2026-10-15
Glenview Trust Co
INCREASED119,524118,279+1,245+1%$10.9M$11.7M+$768.7K2026-10-28
Patten & Patten Inc
DECREASED119,447122,344-2,897-2%$11.3M$11.7M+$386.0K2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED118,727122,466-3,739-3%$11.3M$11.6M+$304.4K2026-10-20
Allen Capital Group, LLC
DECREASED114,682115,181-4990%$10.6M$11.2M+$581.3K2026-10-27
Illinois Municipal Retirement Fund
INCREASED114,533113,803+730+1%$10.5M$11.2M+$693.9K2026-11-05
Generali Asset Management SPA SGR
INCREASED112,664110,326+2,338+2%$10.2M$11.0M+$832.0K2026-10-26
Merit Financial Group, LLC
INCREASED112,30370,252+42,051+60%$6.5M$11.0M+$4.5M2026-11-06
Natixis
INCREASED112,05050,350+61,700+123%$4.6M$11.0M+$6.3M2026-11-06
Thompson Investment Management, Inc.
DECREASED112,037115,819-3,782-3%$10.7M$11.0M+$263.9K2026-10-14
Aware Super Pty Ltd as trustee of Aware Super
NEW109,996—+109,996——$10.8M—2026-10-30
Crestwood Advisors Group, LLC
DECREASED108,865114,586-5,721-5%$10.6M$10.6M+$69.1K2026-10-27
Nicholas Company, Inc.
DECREASED108,392114,667-6,275-5%$10.6M$10.6M+$13.9K2026-11-05
GHP Investment Advisors, Inc.
INCREASED104,50597,007+7,498+8%$9.0M$10.2M+$1.3M2026-10-15
Choreo, LLC
INCREASED104,190102,186+2,004+2%$9.4M$10.2M+$754.9K2026-10-28
Dana Investment Advisors, Inc.
DECREASED103,613105,228-1,615-2%$9.7M$10.1M+$417.8K2026-11-06
Burney Co/
DECREASED102,853111,652-8,799-8%$10.3M$10.1M-$249.3K2026-10-15
Maryland State Retirement & Pension System
INCREASED99,81387,258+12,555+14%$8.1M$9.8M+$1.7M2026-11-05
Stenger Family Office, LLC
INCREASED99,66752,772+46,895+89%$4.9M$9.6M+$4.7M2026-10-22
Evergreen Capital Management LLC
DECREASED99,27599,476-2010%$9.2M$9.7M+$524.5K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED97,248106,500-9,252-9%$9.8M$9.5M-$321.7K2026-10-27
OFI Invest Asset Management
INCREASED97,1297,079+90,050+1272%$571.3K$8.4M+$7.8M2026-11-06
LBP AM SA
INCREASED94,72315,992+78,731+492%$1.5M$9.3M+$7.8M2026-11-06
First National Trust Co
DECREASED93,46197,349-3,888-4%$9.0M$9.1M+$152.5K2026-10-28
Aviance Capital Partners, LLC
INCREASED93,07792,462+615+1%$8.5M$9.1M+$565.9K2026-10-29
Formuepleje A/S
DECREASED90,975101,262-10,287-10%$9.3M$8.9M-$451.5K2026-10-15
Ag2r LA Mondiale Gestion D'actifs
INCREASED90,87973,190+17,689+24%$6.8M$8.9M+$2.1M2026-10-26
Oak Harvest Investment Services
INCREASED90,41585,893+4,522+5%$7.9M$8.8M+$911.9K2026-10-20
Advocate Group LLC
DECREASED89,78395,814-6,031-6%$8.8M$8.8M-$65.3K2026-10-19
Icici Prudential Asset Management Co Ltd
INCREASED89,78075,780+14,000+18%$7.0M$8.8M+$1.8M2026-11-06
KCM Investment Advisors LLC
DECREASED89,50293,216-3,714-4%$8.6M$8.7M+$146.9K2026-10-27
Hartford Investment Management Co
DECREASED87,22890,623-3,395-4%$8.4M$8.5M+$163.9K2026-11-04
Fagan Associates, Inc.
INCREASED86,78685,286+1,500+2%$7.9M$8.5M+$613.1K2026-10-13
American Assets Investment Management, LLC
UNCHANGED86,67486,67400%$8.0M$8.5M+$474.1K2026-10-30
Xcel Wealth Management, LLC
DECREASED83,42383,623-2000%$7.7M$8.2M+$437.9K2026-10-26
Redmond Asset Management, LLC
DECREASED83,24283,966-724-1%$7.7M$8.1M+$388.5K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED83,08783,08700%$7.7M$8.1K-$7.7M2026-11-05
Oppenheimer & Co Inc
INCREASED82,63482,536+98+0%$7.6M$8.1M+$461.1K2026-10-26
Naples Global Advisors, LLC
INCREASED82,08381,562+521+1%$7.5M$8.0M+$497.1K2026-11-05
Birch Capital Management, LLC
INCREASED81,18274,765+6,417+9%$6.9M$7.9M+$1.0M2026-10-27
Integrated Advisors Network LLC
INCREASED79,96773,637+6,330+9%$6.8M$7.8M+$1.0M2026-10-20
Louisiana State Employees Retirement System
DECREASED79,90083,500-3,600-4%$7.7M$7.8M+$104.9K2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
INCREASED79,61176,969+2,642+3%$7.1M$7.8K-$7.1M2026-10-22
Baldwin Wealth Partners LLC
DECREASED79,27781,615-2,338-3%$7.5M$7.7M+$217.9K2026-10-13
Capital Investment Counsel, Inc
DECREASED78,70681,255-2,549-3%$7.5M$7.7M+$195.3K2026-10-20
Spectrum Financial Alliance Ltd LLC
DECREASED78,39379,758-1,365-2%$7.4M$7.7M+$302.8K2026-10-29
Kavar Capital Partners Group, LLC
INCREASED74,96574,442+523+1%$6.9M$7.3M+$458.3K2026-11-06
Gilman Hill Asset Management, LLC
DECREASED74,51575,825-1,310-2%$7.0M$7.3M+$286.7K2026-10-13
Advisory Resource Group
INCREASED74,41674,203+213+0%$6.8M$7.3M+$426.7K2026-10-26
Wright Investors Service Inc
DECREASED73,81674,625-809-1%$6.9M$7.2M+$329.1K2026-11-02
Krilogy Financial LLC
DECREASED73,61883,505-9,887-12%$7.7M$7.1M-$559.6K2026-10-13
Univest Financial Corp
DECREASED73,50698,042-24,536-25%$9.0M$7.2M-$1.9M2026-11-05
Radnor Capital Management, LLC
DECREASED73,27075,710-2,440-3%$7.0M$7.2M+$175.6K2026-10-23
MGO One Seven LLC
DECREASED72,34174,619-2,278-3%$6.9M$7.1M+$185.5K2026-10-28
Sendero Wealth Management, LLC
DECREASED72,29184,898-12,607-15%$7.8M$7.1M-$767.8K2026-10-14
Farther Finance Advisors, LLC
DECREASED72,20976,446-4,237-6%$7.1M$7.1M+$7.5K2026-10-08
Vise Technologies, Inc.
INCREASED71,12649,754+21,372+43%$4.6M$7.0M+$2.4M2026-10-29
Oliver Luxxe Assets LLC
DECREASED70,40771,774-1,367-2%$6.6M$6.9M+$259.0K2026-10-14
Plato Investment Management Ltd
INCREASED67,20765,701+1,506+2%$6.0M$6.6M+$567.5K2026-11-05
HB Wealth Management, LLC
INCREASED66,64853,661+12,987+24%$5.0M$6.5M+$1.6M2026-10-23
Salvus Wealth Management, LLC
DECREASED66,21567,597-1,382-2%$6.2M$6.5M+$234.7K2026-10-13
Investment Research & Advisory Group, Inc.
DECREASED66,19267,427-1,235-2%$6.2M$6.5M+$251.4K2026-10-19
CX Institutional
DECREASED66,032131,640-65,608-50%$12.1K$6.5K-$5.7K2026-10-02
Legal Advantage Investments, Inc.
UNCHANGED65,96065,96000%$6.1M$6.4M+$360.8K2026-10-13
Condor Capital Management
DECREASED65,94766,818-871-1%$6.2M$6.4M+$280.3K2026-11-06
Greenup Street Wealth Management LLC
INCREASED65,91227,091+38,821+143%$2.5M$6.4M+$3.9M2026-10-28
Central Pacific Bank - Trust Division
DECREASED65,88866,848-960-1%$6.2M$6.4M+$271.8K2026-10-06
Savant Capital, LLC
INCREASED65,77661,009+4,767+8%$5.8M$6.4M+$629.2K2026-11-06
Prospera Financial Services Inc
INCREASED65,33551,294+14,041+27%$4.7M$5.8M+$1.0M2026-11-04
Gamma Investing LLC
INCREASED64,96555,827+9,138+16%$5.2M$6.3M+$1.2M2026-10-08
Prentiss Smith & Co Inc
DECREASED64,80466,695-1,891-3%$6.2M$6.3M+$180.0K2026-10-27
AMG National Trust Bank
INCREASED64,17163,906+265+0%$5.9M$6.3M+$375.5K2026-11-05
LaFleur & Godfrey LLC
DECREASED63,85566,139-2,284-3%$6.1M$6.2M+$138.5K2026-10-27
Sarasin & Partners LLP
INCREASED62,50021,900+40,600+185%$2.0M$6.1M+$4.1M2026-10-13
Bokf, NA
DECREASED61,98263,347-1,365-2%$5.8M$6.1M+$213.1K2026-10-27
Pacific Capital Partners Ltd
DECREASED61,95267,044-5,092-8%$6.2M$6.1M-$131.0K2026-10-28
Klein Pavlis & Peasley Financial, Inc.
INCREASED61,39360,771+622+1%$5.6M$6.0M+$393.3K2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED60,33259,309+1,023+2%$5.5M$5.9M+$424.4K2026-10-26
Lincoln Capital Corp
INCREASED60,23559,949+286+0%$5.5M$5.9M+$355.8K2026-10-13
Thompson Siegel & Walmsley LLC
DECREASED58,88758,932-450%$5.4M$5.8K-$5.4M2026-11-05
North Dakota State Investment Board
INCREASED58,63148,181+10,450+22%$4.4M$5.7M+$1.3M2026-10-27
Brookstone Capital Management
INCREASED57,83553,915+3,920+7%$5.0M$5.7M+$678.0K2026-10-22
William Allan Corp
DECREASED57,35857,834-476-1%$5.3M$5.6M+$269.8K2026-10-14
First American Bank
INCREASED57,25256,704+548+1%$5.2M$5.6M+$363.7K2026-10-27
Red Spruce Capital, LLC
INCREASED57,23755,267+1,970+4%$5.1M$5.6M+$494.9K2026-10-07
Daymark Wealth Partners, LLC
INCREASED57,17152,332+4,839+9%$4.8M$5.6M+$759.3K2026-11-04
Pittenger & Anderson Inc
INCREASED57,01656,604+412+1%$5.2M$5.6M+$349.9K2026-11-02
Lincoln Capital LLC
DECREASED56,77757,109-332-1%$5.3M$5.6M+$305.1K2026-10-09
Hixon Zuercher, LLC
INCREASED56,27848,603+7,675+16%$4.5M$5.5M+$1.0M2026-10-13
Skylands Capital, LLC
DECREASED56,050139,835-83,785-60%$12.9M$5.5M-$7.4M2026-10-21
DLK Investment Management, LLC
DECREASED55,43457,186-1,752-3%$4.2M$5.4M+$1.2M2026-10-09
Kohmann Bosshard Financial Services, LLC
DECREASED55,00972,757-17,748-24%$6.7M$5.4M-$1.3M2026-11-04
Harrington Investments, Inc
DECREASED54,86255,368-506-1%$5.1M$5.4M+$253.4K2026-10-14
Lanark Financial, Inc.
INCREASED54,78854,015+773+1%$5.0M$5.4M+$370.9K2026-10-26
HS Management Partners, LLC
NEW54,650—+54,650——$5.3M—2026-11-05
Leelyn Smith, LLC
INCREASED54,64153,425+1,216+2%$4.9M$5.3M+$411.1K2026-11-03
Conning Inc.
DECREASED54,53063,081-8,551-14%$5.8M$5.3M-$490.7K2026-10-27
Ashurst Perkins Coie Trust Co
DECREASED53,93356,704-2,771-5%$5.2M$5.3M+$39.3K2026-10-15
Florida Trust Wealth Management Co
INCREASED53,87047,751+6,119+13%$4.4M$5.3M+$859.3K2026-11-05
Allworth Financial LP
INCREASED53,46751,751+1,716+3%$4.8M$4.9M+$158.3K2026-11-06
Keybank National Association
INCREASED53,03050,459+2,571+5%$4.7M$5.2M+$527.3K2026-11-04
Raiffeisen Bank International AG
DECREASED52,85263,127-10,275-16%$5.7M$5.2M-$478.5K2026-10-28
Quadrant Private Wealth Management, LLC
NEW52,521—+52,521——$5.1M—2026-11-04
Clean Yield Group
INCREASED51,51249,314+2,198+4%$4.6M$5.0M+$484.6K2026-10-28
Bailard, Inc.
DECREASED50,61151,322-711-1%$4.7M$4.9M+$211.3K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED50,26042,207+8,053+19%$3.9M$4.9M+$1.0M2026-11-03
Park Avenue Securities LLC
INCREASED49,67744,419+5,258+12%$4.1M$4.9K-$4.1M2026-10-26
Victrix Investment Advisors
INCREASED49,46548,070+1,395+3%$4.4M$4.8M+$399.3K2026-10-13
GAM Holding AG
DECREASED49,40359,343-9,940-17%$5.5M$4.8M-$646.9K2026-11-03
Delta Capital Management LLC
INCREASED48,97546,425+2,550+5%$4.3K$4.8K+$5032026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED48,82548,934-1090%$4.5M$4.8M+$257.1K2026-10-14
Orange Investment Advisors, Inc.
DECREASED48,16253,830-5,668-11%$5.0M$4.7M-$259.5K2026-10-23
Greenleaf Trust
DECREASED48,15649,653-1,497-3%$4.6M$4.7M+$125.3K2026-10-29
Diversified Management Inc
INCREASED48,0789,537+38,541+404%$880.0K$4.7M+$3.8M2026-10-08
Malaga Cove Capital, LLC
INCREASED47,76247,451+311+1%$4.4M$4.7M+$290.0K2026-10-23
Tandem Capital Management Corp
DECREASED46,31846,778-460-1%$4.3M$4.5M+$210.9K2026-10-22
Apollon Wealth Management, LLC
INCREASED46,20341,677+4,526+11%$3.8M$4.5M+$670.3K2026-10-23
180 Wealth Advisors, LLC
INCREASED46,14844,698+1,450+3%$4.1M$4.5M+$386.2K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED45,87836,843+9,035+25%$3.4M$4.5M+$1.1M2026-10-16
Goelzer Investment Management, Inc.
INCREASED45,73841,758+3,980+10%$3.9M$4.5M+$617.4K2026-10-16
Chatham Capital Group, Inc.
INCREASED45,47244,927+545+1%$4.1M$4.4M+$299.0K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED45,16543,812+1,353+3%$4.0M$4.4M+$371.8K2026-11-06
Brummer Multi-Strategy AB
NEW44,835—+44,835——$4.4M—2026-10-27
LEE Danner & Bass Inc
DECREASED43,56344,074-511-1%$4.1M$4.3M+$191.1K2026-10-27
Badgley Phelps Wealth Managers, LLC
DECREASED43,54254,238-10,696-20%$5.0M$4.3M-$748.7K2026-10-22
Eagle Bluffs Wealth Management LLC
INCREASED43,20442,958+246+1%$4.0M$4.2M+$259.0K2026-10-20
Brighton Jones LLC
INCREASED42,50141,755+746+2%$3.9M$4.2M+$301.3K2026-11-03
Quadrant Capital Group LLC
INCREASED42,37141,980+391+1%$3.9M$4.1M+$191.6K2026-10-20
Securian Asset Management, Inc
DECREASED42,22543,441-1,216-3%$4.4M$4.1M-$284.8K2026-11-06
Community Financial Services Group, LLC
DECREASED42,15343,565-1,412-3%$4.2M$4.1M-$26.1K2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED42,04142,083-420%$3.9M$4.1M+$226.0K2026-10-13
Asio Capital, LLC
INCREASED41,71040,827+883+2%$3.8M$4.1M+$309.6K2026-10-19
E. Ohman J:or Asset Management AB
UNCHANGED41,70041,70000%$3.8M$4.1M+$228.1K2026-10-22
Mengis Capital Management, Inc.
DECREASED40,95941,058-990%$3.8M$4.0M+$214.9K2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED40,72557,465-16,740-29%$5.3M$4.0M-$1.3M2026-10-13
Machina Capital S.A.S.
INCREASED40,62011,190+29,430+263%$1.0M$4.0M+$2.9M2026-11-05
Courier Capital LLC
DECREASED40,49841,684-1,186-3%$3.8M$4.0M+$112.1K2026-10-19
Pine Haven Investment Counsel, Inc
DECREASED40,31440,379-650%$3.7M$3.9M+$214.5K2026-11-02
Lantern Wealth Advisors, LLC
DECREASED40,21040,907-697-2%$3.8M$3.9M+$155.6K2026-10-22
Citizens Financial Group Inc
DECREASED39,52950,667-11,138-22%$4.7M$3.9M-$811.5K2026-10-23
ARQ Wealth Advisors, LLC
DECREASED39,52144,613-5,092-11%$4.5M$3.9M-$634.2K2026-10-29
Spectrum Asset Management, Inc. (NB )
DECREASED39,26540,174-909-2%$3.7M$3.8M+$130.9K2026-10-19
Sculati Wealth Management, LLC
UNCHANGED38,91838,91800%$4.0M$3.8M-$175.1K2026-10-19
Community Trust & Investment Co
DECREASED38,76539,709-944-2%$3.7M$3.8M+$124.9K2026-10-15
TD Private Client Wealth LLC
DECREASED38,51843,007-4,489-10%$4.0M$3.8M-$203.5K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED38,00635,009+2,997+9%$3.2M$3.7M+$484.1K2026-11-05
Montag A & Associates Inc
DECREASED37,87839,480-1,602-4%$3.6M$3.7M+$59.4K2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED37,82939,757-1,928-5%$3.7M$3.7M+$29.0K2026-10-23
Barnes Dennig Private Wealth Management LLC
DECREASED37,08538,245-1,160-3%$3.5M$3.6M+$95.8K2026-10-30
Means Investment Co., Inc.
DECREASED37,00938,433-1,424-4%$3.5M$3.6M+$71.1K2026-11-03
Fiduciary Financial Group, LLC
DECREASED37,00537,152-1470%$3.4M$3.6M+$188.8K2026-10-13
Fearless Solutions, LLC dba Best Invest
INCREASED36,78336,736+47+0%$3.4M$3.6M+$205.5K2026-10-14
Parallel Advisors, LLC
DECREASED36,65037,553-903-2%$3.5M$3.6M+$117.2K2026-11-03
Linscomb Wealth, Inc.
DECREASED36,55036,567-170%$3.4M$3.6M+$198.3K2026-11-05
Central Bank & Trust Co
INCREASED36,42336,272+151+0%$3.3M$3.6M+$213.2K2026-10-09
Diversify Wealth Management, LLC
DECREASED35,94937,110-1,161-3%$3.9M$3.4M-$481.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED35,94937,110-1,161-3%$3.9M$3.4M-$481.1K2026-10-20
Praxis Investment Management Inc
UNCHANGED35,80035,80000%$3.3M$3.5K-$3.3M2026-11-03
HF Advisory Group, LLC
DECREASED35,53141,262-5,731-14%$3.8M$3.5M-$334.4K2026-10-09
Resonant Capital Advisors, LLC
INCREASED34,89834,666+232+1%$3.2M$3.4M+$212.3K2026-10-15
Signaturefd, LLC
INCREASED34,86731,293+3,574+11%$2.9M$3.4M+$520.5K2026-10-23
Birinyi Associates Inc
INCREASED34,85612,607+22,249+176%$1.2M$3.4K-$1.2M2026-10-28
Vontobel Holding Ltd.
INCREASED34,74628,129+6,617+24%$2.6M$3.4M+$800.6K2026-10-16
Stableford Capital II LLC
DECREASED34,51437,961-3,447-9%$3.5M$3.4M-$129.3K2026-10-09
Signal Advisors Wealth, LLC
DECREASED34,44134,464-230%$3.2M$3.4M+$186.2K2026-10-13
Chicago Partners Investment Group LLC
DECREASED34,26437,381-3,117-8%$3.8M$3.1M-$694.7K2026-10-27
LS Investment Advisors, LLC
DECREASED34,10342,842-8,739-20%$4.0M$3.3M-$619.8K2026-10-13
First Citizens Bank & Trust Co
INCREASED33,75016,682+17,068+102%$1.5M$3.3M+$1.8M2026-10-14
Financial Advisory Partners, LLC
DECREASED33,59633,906-310-1%$3.1M$3.3M+$155.2K2026-10-23
Garrison Bradford & Associates Inc
INCREASED33,55427,360+6,194+23%$2.5M$3.3M+$755.1K2026-10-27
Chemistry Wealth Management LLC
INCREASED33,33533,326+9+0%$3.1M$3.3M+$183.2K2026-10-16
Donoghue Forlines LLC
NEW33,271—+33,271——$3.3M—2026-11-02
GenTrust, LLC
DECREASED33,189167,924-134,735-80%$15.5M$3.2M-$12.3M2026-11-06
Kestra Investment Management, LLC
DECREASED33,11835,882-2,764-8%$3.3M$3.2M-$73.5K2026-11-04
Cascade Investment Advisors, Inc.
DECREASED33,01034,445-1,435-4%$3.2M$3.2M+$48.2K2026-11-02
Finer Wealth Management, Inc.
INCREASED32,98332,665+318+1%$3.0M$3.2M+$209.7K2026-10-16
CWA Asset Management Group, LLC
INCREASED32,96132,141+820+3%$3.0M$3.2M+$255.9K2026-10-19
Lakehouse Capital Pty Ltd
UNCHANGED32,89432,89400%$3.0M$3.2K-$3.0M2026-10-06
Sepio Capital, LP
DECREASED32,66636,204-3,538-10%$3.3M$3.2M-$147.8K2026-10-22
Harfst & Associates, Inc.
DECREASED32,66632,702-360%$3.0M$3.2M+$175.3K2026-10-20
Ascentis Independent Advisors
INCREASED32,480141+32,339+22935%$13.0K$3.2M+$3.2M2026-11-03
Tema Etfs LLC
INCREASED32,30231,695+607+2%$2.9M$3.2M+$232.7K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED32,24329,597+2,646+9%$2.7M$3.2M+$421.0K2026-10-30
Royal Palms Capital LLC
INCREASED31,94431,257+687+2%$2.9M$3.1M+$238.1K2026-10-23
Ritholtz Wealth Management
INCREASED31,92029,058+2,862+10%$2.7M$3.1M+$438.7K2026-11-05
Gill Capital Partners, LLC
INCREASED31,72031,620+100+0%$2.9M$3.1M+$182.8K2026-10-13
Stackstone Wealth, LLC
NEW31,659—+31,659——$3.1M—2026-10-19
Smithbridge Asset Management Inc
DECREASED31,25231,655-403-1%$2.9M$3.1M+$133.8K2026-10-19
Westover Capital Advisors, LLC
INCREASED31,03225,540+5,492+22%$2.4M$3.0M+$676.5K2026-10-26
Mraz, Amerine & Associates, Inc.
INCREASED30,94930,923+26+0%$2.9M$3.0M+$171.7K2026-10-30
Harbor Capital Advisors, Inc.
INCREASED30,92530,794+131+0%$2.8M$3.0K-$2.8M2026-10-22
Beacon Financial Group
DECREASED30,92232,102-1,180-4%$3.0M$3.0M+$60.2K2026-10-19
GPM Growth Investors, Inc.
DECREASED30,73731,304-567-2%$2.9M$3.0M+$115.8K2026-10-30
Iowa State Bank
INCREASED30,61030,099+511+2%$2.8M$3.0M+$214.6K2026-10-06
Scott & Selber, Inc.
INCREASED30,56630,562+4+0%$2.8M$3.0M+$167.6K2026-10-21
V-Square Quantitative Management LLC
INCREASED30,56129,685+876+3%$2.7M$3.0M+$248.0K2026-10-15
Juno Financial Group LLC
INCREASED30,50429,809+695+2%$2.8M$3.0M+$231.0K2026-10-27
Compass Wealth Management LLC
DECREASED30,02830,946-918-3%$2.9M$2.9M+$79.5K2026-10-22
John G Ullman & Associates Inc
DECREASED29,89530,595-700-2%$2.8M$2.9M+$98.9K2026-11-04
Kintegral Advisory, LLC
INCREASED29,71429,547+167+1%$2.7M$2.9M+$177.9K2026-10-16
Oak Thistle LLC
NEW29,415—+29,415——$2.9M—2026-10-21
Canandaigua National Bank & Trust Co
DECREASED29,36529,489-1240%$2.7M$2.9M+$149.2K2026-10-07
Norden Group LLC
INCREASED29,14028,238+902+3%$2.6M$2.8M+$242.6K2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED29,07129,271-200-1%$2.7M$2.8M+$140.6K2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED29,03527,340+1,695+6%$2.5M$2.8M+$315.3K2026-10-22
HUB Investment Partners, LLC
INCREASED28,83928,612+227+1%$2.6M$2.8M+$178.6K2026-11-03
Valeo Financial Advisors, LLC
INCREASED28,58027,938+642+2%$2.6M$2.8M+$216.3K2026-10-08
Cypress Capital, LLC
INCREASED28,48627,970+516+2%$2.6M$2.8M+$203.4K2026-10-20
Wynn Capital, LLC
INCREASED28,41528,315+100+0%$2.6M$2.8M+$164.7K2026-10-13
Vaughan David Investments LLC
UNCHANGED28,08728,08700%$2.6M$2.7K-$2.6M2026-11-05
Martin Capital Advisors, LLP
DECREASED27,93928,119-180-1%$2.6M$2.7M+$136.2K2026-10-15
WealthPlan Investment Management, LLC
INCREASED27,91025,881+2,029+8%$2.4M$2.7M+$339.9K2026-10-15
Mount Vernon Associates Inc
DECREASED27,62528,000-375-1%$2.6M$2.7K-$2.6M2026-10-26
GS Investments, Inc.
DECREASED27,55227,706-154-1%$2.6M$2.7M+$136.5K2026-11-05
Trust Co of Vermont
INCREASED27,45725,718+1,739+7%$2.4M$2.7M+$310.6K2026-10-21
Carmel Capital Partners, LLC
DECREASED27,43930,862-3,423-11%$2.8M$2.7M-$165.8K2026-11-03
Washington Trust Bank
NEW27,428—+27,428——$2.7M—2026-11-03
Hager Investment Management Services, LLC
DECREASED27,07630,840-3,764-12%$2.8M$2.6M-$199.2K2026-11-04
Roberts Wealth Advisors, LLC
DECREASED26,98827,086-980%$2.5M$2.6M+$138.6K2026-10-14
CenterBook Partners LP
NEW26,977—+26,977——$2.6M—2026-11-02
Regions Financial Corp
INCREASED26,90820,537+6,371+31%$1.9M$2.6M+$735.0K2026-11-05
Correct Capital Wealth Management
INCREASED26,86926,854+15+0%$2.5M$2.6M+$148.4K2026-11-02
Whitener Capital Management, Inc.
INCREASED26,86024,877+1,983+8%$2.3M$2.6M+$329.9K2026-10-15
Simplex Trading, LLC
INCREASED26,12717,455+8,672+50%$1.6M$2.6M+$943.1K2026-11-04
Ascent Wealth Partners, LLC
DECREASED26,10026,572-472-2%$2.5M$2.6M+$99.2K2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED26,01733,715-7,698-23%$3.1M$2.5M-$568.0K2026-11-03
Cannon Capital Management, Inc.
INCREASED25,99125,895+96+0%$2.4M$2.5M+$151.0K2026-11-03
Pinnacle Associates LTD
INCREASED25,89125,749+142+1%$2.4M$2.5M+$154.8K2026-10-20
Aspen Investment Management Inc
DECREASED25,62925,797-168-1%$2.4K$2.5K+$1252026-11-05
3Chopt Investment Partners, LLC
INCREASED25,59024,941+649+3%$2.3M$2.5M+$199.9K2026-10-30
Hudson Canyon Capital Management
DECREASED25,56527,139-1,574-6%$2.5M$2.5M-$5.4K2026-11-04
Wedmont Private Capital
INCREASED25,42918,745+6,684+36%$1.9M$2.5M+$530.3K2026-10-09
Coronation Fund Managers Ltd.
DECREASED25,360385,511-360,151-93%$35.6M$2.5M-$33.1M2026-10-27
Nixon Peabody Trust Co
NEW24,633—+24,633——$2.4M—2026-10-23
Coastline Trust Co
DECREASED24,62026,421-1,801-7%$2.4M$2.4M-$31.5K2026-10-01
Salem Investment Counselors Inc
DECREASED24,53124,931-400-2%$2.3M$2.4M+$97.3K2026-10-13
Citizens & Northern Corp
DECREASED24,37524,570-195-1%$2.3M$2.4M+$115.3K2026-11-06
Ashton Thomas Securities, LLC
INCREASED24,2324,063+20,169+496%$373.0K$2.4M+$2.0M2026-10-26
Dynamic Advisor Solutions LLC
DECREASED24,14025,348-1,208-5%$2.3M$2.4M+$20.5K2026-10-13
Kozak & Associates, Inc.
DECREASED24,10925,933-1,824-7%$2.5M$2.1M-$343.9K2026-10-29
Heck Capital Advisors, LLC
NEW24,020—+24,020——$2.3M—2026-10-14
City Holding Co
INCREASED23,88222,846+1,036+5%$2.1M$2.3M+$226.2K2026-10-19
Valley National Advisers Inc
DECREASED23,87823,901-230%$2.2M$2.3M+$128.6K2026-10-23
Provident Investment Management, Inc.
DECREASED23,75055,700-31,950-57%$5.1M$2.3M-$2.8M2026-10-23
Aspiriant, LLC
DECREASED23,63423,847-213-1%$2.2M$2.3M+$109.6K2026-10-16
Columbia Asset Management
DECREASED23,60024,616-1,016-4%$2.3M$2.3M+$35.3K2026-10-19
JFS Wealth Advisors, LLC
INCREASED23,35823,357+10%$2.2M$2.3M+$127.9K2026-11-03
Csenge Advisory Group
INCREASED23,23721,946+1,291+6%$2.0M$2.3M+$246.2K2026-11-04
Riverwater Partners LLC
DECREASED23,16923,399-230-1%$2.2M$2.3M+$105.5K2026-11-03
Nemes Rush Group LLC
INCREASED23,128128+23,000+17969%$11.8K$2.3M+$2.2M2026-11-04
Aaron Wealth Advisors LLC
INCREASED23,01121,400+1,611+8%$2.0M$2.2M+$274.6K2026-10-13
Wolff Wiese Magana LLC
INCREASED22,85122,487+364+2%$2.1M$2.2M+$158.6K2026-10-15
Aviso Wealth Management
DECREASED22,79623,252-456-2%$2.1M$2.2M+$82.6K2026-11-04
Investment Advisory Services Inc
DECREASED22,73422,960-226-1%$2.1M$2.2M+$103.5K2026-10-27
MBM Wealth Consultants, LLC
INCREASED22,67121,681+990+5%$2.0M$2.2M+$215.4K2026-10-20
Chesley Taft & Associates LLC
UNCHANGED22,64122,64100%$2.1M$2.2M+$123.8K2026-10-13
Diversified Investment Strategies, LLC
UNCHANGED22,63522,63500%$2.1M$2.2M+$123.8K2026-10-28
VCI Wealth Management LLC
DECREASED22,41225,509-3,097-12%$2.4M$2.2M-$163.2K2026-10-29
Old National Bancorp
DECREASED21,89822,595-697-3%$2.1M$2.1M+$55.5K2026-10-20
HBK Sorce Advisory LLC
DECREASED21,88323,120-1,237-5%$2.5M$2.0M-$471.5K2026-11-06
Tealwood Asset Management Inc
DECREASED21,85522,875-1,020-4%$2.1K$2.1K+$252026-10-13
Indivisible Partners
INCREASED21,85115,040+6,811+45%$1.4M$2.1M+$748.0K2026-10-26
Essex Bank
UNCHANGED21,78821,78800%$2.0M$2.1M+$119.2K2026-10-16
Cape Investment Advisory, Inc.
DECREASED21,49223,929-2,437-10%$2.2M$2.1M-$107.3K2026-10-13
Frank, Rimerman Advisors LLC
INCREASED21,47421,369+105+0%$2.0M$2.1M+$127.2K2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED21,28020,242+1,038+5%$1.9M$2.1M+$212.1K2026-10-09
Bank Pictet & Cie (Europe) AG
INCREASED21,23520,860+375+2%$1.9M$2.1M+$150.8K2026-10-20
Retirement Guys Formula LLC
NEW21,143—+21,143——$2.1M—2026-10-26
Uhlmann Price Securities, LLC
DECREASED20,95622,467-1,511-7%$2.1M$2.1M-$9.6K2026-11-03
Strata Wealth Advisors, LLC
DECREASED20,91231,904-10,992-34%$2.9M$2.0M-$899.8K2026-10-16
Elevated Private Wealth, LLC
DECREASED20,87421,274-400-2%$2.0M$2.0M+$77.3K2026-10-15
Harmony Asset Management LLC
INCREASED20,60619,156+1,450+8%$1.8M$2.0M+$246.5K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED20,52920,808-279-1%$1.9M$2.0M+$86.5K2026-11-05
Moody National Bank Trust Division
INCREASED20,51419,220+1,294+7%$1.8M$2.0M+$231.6K2026-10-06
NBT Bank, N.A.
INCREASED20,48019,627+853+4%$1.8M$2.0M+$190.7K2026-10-21
UMB Bank, n.a.
DECREASED20,44624,434-3,988-16%$2.3M$2.0M-$256.1K2026-11-06
Whelan Financial
INCREASED20,38719,156+1,231+6%$1.8M$2.0M+$225.1K2026-10-28
Oakmont Investment Advisors, Inc.
DECREASED20,20832,113-11,905-37%$3.0M$2.0M-$987.9K2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED20,00025,000-5,000-20%$2.3M$2.0K-$2.3M2026-10-22
Cidel Asset Management Inc
INCREASED19,87019,542+328+2%$1.8M$1.9M+$139.0K2026-10-29
Power Wealth Management LLC
INCREASED19,62519,430+195+1%$1.8M$1.9M+$125.3K2026-10-27
United Bank
INCREASED19,45216,655+2,797+17%$1.5M$1.9M+$364.5K2026-11-06
Daytona Street Capital LLC
UNCHANGED19,45019,45000%$2.0M$1.9M-$104.3K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED19,20217,958+1,244+7%$1.7M$1.9M+$219.8K2026-10-08
Tritonpoint Wealth, LLC
DECREASED19,09920,316-1,217-6%$1.9M$1.9M-$7.8K2026-10-19
Jeppson Wealth Management, LLC
DECREASED19,08319,132-490%$1.8M$1.9M+$99.9K2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED19,02419,02400%$1.8M$1.9M+$104.1K2026-11-05
Brown, Lisle Ings, Inc.
DECREASED18,96719,642-675-3%$1.8M$1.9M+$41.5K2026-10-16
Moors & Cabot, Inc.
DECREASED18,69819,833-1,135-6%$1.8M$1.8M-$2.4K2026-11-06
Tlwm
DECREASED18,54118,642-101-1%$1.7M$1.8M+$92.1K2026-10-09
Trust Asset Management LLC
DECREASED18,31818,377-590%$1.7M$1.8M+$94.8K2026-11-03
Guardian Asset Advisors, LLC
DECREASED18,31718,519-202-1%$1.7M$1.8M+$81.5K2026-10-16
Garde Capital, Inc.
DECREASED18,29819,108-810-4%$1.8M$1.8M+$25.4K2026-10-29
Cookson Peirce & Co Inc
DECREASED18,18720,859-2,672-13%$1.9M$1.8M-$147.0K2026-10-30
Independent Financial Group, LLC
INCREASED18,0548,411+9,643+115%$776.1K$1.8M+$988.5K2026-10-13
Compound Planning, Inc.
INCREASED17,95616,315+1,641+10%$1.5M$1.8M+$249.7K2026-11-05
Paradigm Asset Management Co LLC
DECREASED17,90019,900-2,000-10%$1.8M$1.7M-$86.6K2026-11-05
Everest Financial Group LLC
INCREASED17,89215,442+2,450+16%$1.4M$1.7M+$324.0K2026-11-06
Clear Harbor Asset Management, LLC
INCREASED17,88017,875+5+0%$1.6M$1.7M+$98.3K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED17,87419,009-1,135-6%$1.8M$1.7M-$7.0K2026-10-20
Howard Financial Services, Ltd.
INCREASED17,83517,258+577+3%$1.6M$1.7M+$150.8K2026-10-15
Zullo Investment Group, Inc.
INCREASED17,82417,802+22+0%$1.6M$1.7M+$99.5K2026-10-20
Letko, Brosseau & Associates Inc
UNCHANGED17,77117,77100%$1.6M$1.7M+$97.2K2026-11-06
Providence Wealth Advisors, LLC
INCREASED17,65917,636+23+0%$1.7M$1.7M+$3.0K2026-10-29
Focus Financial Network, Inc.
DECREASED17,64618,180-534-3%$1.7M$1.7M+$47.2K2026-10-14
Portside Wealth Group, LLC
INCREASED17,63816,869+769+5%$1.6M$1.7M+$167.4K2026-10-20
Gateway Investment Advisers LLC
INCREASED17,63112,543+5,088+41%$1.2M$1.7M+$565.9K2026-10-13
Shepherd Street Advisors LLC
INCREASED17,54317,313+230+1%$1.8M$1.7M-$83.2K2026-10-21
Elyxium Wealth, LLC
INCREASED17,50416,772+732+4%$1.5M$1.7M+$163.3K2026-10-27
Athena Wealth Management, LLC
INCREASED17,28316,551+732+4%$1.5M$1.7M+$162.0K2026-10-09
Maia Wealth LLC
DECREASED17,23322,367-5,134-23%$2.1M$1.7M-$379.5K2026-10-19
Masterinvest Kapitalanlage GmbH
DECREASED17,23232,732-15,500-47%$3.0M$1.7M-$1.3M2026-11-03
Embree Financial Group
DECREASED16,88717,124-237-1%$1.6M$1.7M+$70.5K2026-10-22
RMR Capital Management, LLC
UNCHANGED16,84516,84500%$1.6M$1.6M+$92.1K2026-10-23
Elmwood Wealth Management, Inc.
INCREASED16,81316,663+150+1%$1.5M$1.6M+$105.8K2026-10-14
Lederer & Associates Investment Counsel
DECREASED16,72317,601-878-5%$1.6K$1.6K+$112026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED16,71514,792+1,923+13%$1.3M$1.6M+$294.3K2026-10-13
Venture Visionary Partners LLC
INCREASED16,70416,443+261+2%$1.5M$1.6M+$115.5K2026-10-07
MCF Advisors LLC
INCREASED16,63015,450+1,180+8%$1.4M$1.6M+$199.8K2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED16,61514,950+1,665+11%$1.5M$1.6M+$86.0K2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED16,61216,61200%$1.5M$1.6M+$90.9K2026-10-26
J. Safra Sarasin Holding AG
UNCHANGED16,52216,52200%$1.6M$1.6M$02026-10-26
WT Wealth Management
DECREASED16,33422,341-6,007-27%$2.1M$1.6M-$464.9K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED16,29814,731+1,567+11%$1.4M$1.6M+$233.7K2026-10-22
Larson Financial Group LLC
DECREASED16,29117,473-1,182-7%$1.6M$1.6M-$20.0K2026-11-05
TritonPoint Partners, LLC
DECREASED16,20425,260-9,056-36%$2.3M$1.6M-$746.9K2026-11-05
Portfolio Design Labs, LLC
INCREASED16,17916,072+107+1%$1.5M$1.6M+$98.3K2026-11-04
Trust Co of Toledo NA
DECREASED16,13816,358-220-1%$1.5M$1.6M+$68.0K2026-10-16
Fusion Capital, LLC
INCREASED16,11315,934+179+1%$1.5M$1.6M+$104.7K2026-10-28
SAX Wealth Advisors, LLC
INCREASED16,0209,037+6,983+77%$849.3K$1.6M+$716.5K2026-10-13
Caldwell Trust Co
DECREASED15,77417,940-2,166-12%$1.7M$1.5M-$113.6K2026-10-30
Insight 2811, Inc.
DECREASED15,71517,370-1,655-10%$1.6M$1.5M-$66.7K2026-11-06
Meriwether Wealth & Planning, LLC
DECREASED15,68515,830-145-1%$1.5M$1.5M+$72.4K2026-10-13
Retirement Planning Group, LLC
DECREASED15,48215,778-296-2%$1.5M$1.5M+$57.4K2026-10-19
Wedbush Securities Inc
DECREASED15,47416,966-1,492-9%$1.6M$1.5K-$1.6M2026-10-22
Chicago Capital, LLC
DECREASED15,47215,527-550%$1.4M$1.5M+$79.6K2026-10-13
Postrock Partners LLC
UNCHANGED15,44415,44400%$1.4M$1.5M+$84.5K2026-11-02
Sovran Advisors, LLC
DECREASED15,33416,193-859-5%$1.7M$1.4M-$344.0K2026-11-02
Boyd Watterson Asset Management LLC
INCREASED15,30615,028+278+2%$1.4M$1.5M+$109.4K2026-11-06
Cigna Investments Inc
DECREASED15,29315,538-245-2%$1.4M$1.5K-$1.4M2026-10-19
Fisher Funds Management LTD
NEW15,200—+15,200——$1.5M—2026-10-13
EverSource Wealth Advisors, LLC
INCREASED15,16715,136+31+0%$1.4M$1.5M+$85.8K2026-11-04
Profund Advisors LLC
INCREASED15,14113,700+1,441+11%$1.3M$1.5M+$215.8K2026-10-29
Neumann Capital Management, LLC
DECREASED15,02915,232-203-1%$1.4M$1.5M+$63.5K2026-10-15
HCR Wealth Advisors
INCREASED14,94614,040+906+6%$1.3M$1.5M+$165.3K2026-10-15
Mainstream Capital Management LLC
DECREASED14,82916,030-1,201-7%$1.5M$1.4M-$29.7K2026-10-23
Garner Asset Management Corp
DECREASED14,78515,707-922-6%$1.4M$1.3M-$122.6K2026-10-30
Montecito Bank & Trust
DECREASED14,76714,777-100%$1.4M$1.4M+$79.9K2026-10-01
Canopy Partners, LLC
INCREASED14,74814,651+97+1%$1.4M$1.4M+$89.6K2026-10-28
Zions Bancorporation, National Association
INCREASED14,73211,547+3,185+28%$1.1M$1.4M+$374.5K2026-11-06
Jnba Financial Advisors
INCREASED14,72014,643+77+1%$1.4M$1.4M+$87.6K2026-11-03
Perryman Financial Advisory Inc
DECREASED14,70716,264-1,557-10%$1.5M$1.4M-$63.3K2026-10-16
Everhart Financial Group, Inc.
INCREASED14,50313,894+609+4%$1.3M$1.4M+$135.6K2026-10-08
Sheets Smith Wealth Management
DECREASED14,42114,521-100-1%$1.3M$1.4M+$69.7K2026-10-16
Uncommon Cents Investing Inc
UNCHANGED14,40014,40000%$1.3M$1.4M+$78.8K2026-10-20
Fruth Investment Management
UNCHANGED14,24514,24500%$1.3K$1.4K+$782026-10-13
Cassaday & Co Wealth Management LLC
INCREASED14,16814,046+122+1%$1.3M$1.4M+$88.8K2026-10-27
Summit Global Investments
INCREASED14,1248,721+5,403+62%$805.0K$1.4K-$803.6K2026-10-28
Meridian Wealth Management, LLC
INCREASED14,1185,472+8,646+158%$504.9K$1.4M+$875.0K2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED14,11614,088+28+0%$1.3M$1.4M+$79.9K2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED14,05613,855+201+1%$1.3M$1.4M+$95.4K2026-10-19
iA Global Asset Management Inc.
DECREASED13,96526,386-12,421-47%$2.4M$1.4K-$2.4M2026-10-29
SVB Wealth LLC
DECREASED13,95116,797-2,846-17%$1.5M$1.4M-$186.3K2026-11-06
HBW Advisory Services LLC
DECREASED13,94118,310-4,369-24%$1.7M$1.4M-$326.8K2026-10-15
Blue Trust, Inc.
DECREASED13,89715,516-1,619-10%$1.4M$1.4M-$73.4K2026-10-15
Cullen T Bankers, Inc.
DECREASED13,81714,818-1,001-7%$1.4M$1.4M-$16.8K2026-10-28
Asset One Wealth Management LLC
NEW13,752—+13,752——$1.3M—2026-11-02
XXI Wealth, LLC
INCREASED13,73612,000+1,736+14%$1.1M$1.3M+$235.3K2026-10-22
Axxcess Wealth Management, LLC
INCREASED13,69911,497+2,202+19%$1.1M$1.3M+$278.2K2026-10-21
Alps Advisors Inc
DECREASED13,57314,049-476-3%$1.3M$1.3M+$30.3K2026-11-03
Catalyst Financial Partners LLC
INCREASED13,54113,433+108+1%$1.2M$1.3M+$84.0K2026-11-06
Sowell Financial Services LLC
DECREASED13,51513,600-85-1%$1.3M$1.3M+$66.1K2026-10-23
Nicholas Hoffman & Company, Llc.
DECREASED13,51513,578-630%$1.3M$1.3M+$68.1K2026-10-30
Clearstead Trust, LLC
INCREASED13,44713,064+383+3%$1.2M$1.3M+$108.9K2026-11-06
Leisure Capital Management
UNCHANGED13,37313,37300%$1.2M$1.3M+$73.2K2026-11-03
PVG Asset Management Corp
DECREASED13,36913,439-70-1%$1.2M$1.3M+$66.7K2026-10-19
Stablepoint Partners, LLC
INCREASED13,30912,611+698+6%$1.2M$1.3M+$137.2K2026-11-03
Strong Retirement Solutions LLC
DECREASED13,25913,364-105-1%$1.2M$1.3M+$62.8K2026-10-07
BIP Wealth, LLC
DECREASED13,25013,383-133-1%$1.2M$1.3M+$60.2K2026-10-22
Hardy Reed LLC
DECREASED13,15813,305-147-1%$1.2M$1.3M+$58.4K2026-11-06
Koshinski Asset Management, Inc.
INCREASED13,11313,040+73+1%$1.2M$1.3M+$78.4K2026-10-29
Central Trust Co
DECREASED13,03614,059-1,023-7%$1.3M$1.3M-$23.0K2026-11-05
Directional Asset Management
DECREASED12,96913,231-262-2%$1.2M$1.3M+$46.8K2026-10-22
Avior Wealth Management, LLC
DECREASED12,95415,829-2,875-18%$1.5M$1.3M-$194.4K2026-10-13
Granite Investment Partners, LLC
UNCHANGED12,81012,81000%$1.2M$1.3M+$70.1K2026-11-04
Costello Asset Management, Inc
INCREASED12,78712,784+3+0%$1.2M$1.2M+$70.2K2026-10-30
Colton Groome Financial Advisors, LLC
DECREASED12,76012,886-126-1%$1.2M$1.2M+$58.2K2026-10-06
Parrish Capital LLC
DECREASED12,64912,722-73-1%$1.2M$1.2M+$62.5K2026-10-01
71 West Capital Partners
INCREASED12,63211,902+730+6%$1.1M$1.2M+$136.5K2026-11-04
AlphaCore Capital LLC
INCREASED12,6056,454+6,151+95%$595.5K$1.2M+$636.5K2026-11-04
Capital Advantage, Inc.
INCREASED12,60211,472+1,130+10%$1.1M$1.2M+$173.2K2026-10-14
Angeles Wealth Management, LLC
DECREASED12,44813,252-804-6%$1.2M$1.2M-$6.1K2026-10-26
Hamel Associates, Inc.
DECREASED12,40612,494-88-1%$1.2M$1.2M+$59.7K2026-11-06
Nautilus Advisors LLC
INCREASED12,40112,338+63+1%$1.3M$1.2M-$60.2K2026-10-07
Hohimer Wealth Management, LLC
INCREASED12,37812,153+225+2%$1.1M$1.2M+$88.5K2026-11-04
Paragon Private Wealth Management, LLC
DECREASED12,35514,356-2,001-14%$1.3M$1.2M-$117.2K2026-10-20
Paragon Capital Management Inc
DECREASED12,25812,416-158-1%$1.1M$1.2M+$52.5K2026-10-15
Vertrix Wealth Management, LLC
DECREASED12,25713,469-1,212-9%$1.2M$1.2M-$44.8K2026-10-13
Lodestone Wealth Management LLC
INCREASED12,21511,871+344+3%$1.1M$1.2M+$98.5K2026-10-14
Revisor Wealth Management LLC
INCREASED12,18610,720+1,466+14%$989.1K$1.2M+$163.2K2026-10-20
Mystic Asset Management, Inc.
INCREASED12,12111,898+223+2%$1.1M$1.2M+$86.9K2026-10-15
TD Waterhouse Canada Inc.
DECREASED12,10215,634-3,532-23%$1.5M$1.2M-$306.8K2026-10-16
Diversified Trust Co
DECREASED12,07324,714-12,641-51%$2.3M$1.2M-$1.1M2026-11-06
Highland Capital Management, LLC
DECREASED12,04313,258-1,215-9%$1.2M$1.2M-$46.2K2026-10-26
Citizens National Bank Trust Department
INCREASED11,96710,382+1,585+15%$957.9K$1.2M+$211.7K2026-11-04
Avestar Capital, LLC
DECREASED11,95312,744-791-6%$1.2M$1.2M-$7.6K2026-10-28
Summit Asset Management, LLC
INCREASED11,91511,895+20+0%$1.1M$1.2M+$67.0K2026-11-05
Bank of Stockton
DECREASED11,86012,810-950-7%$1.2M$1.2M-$22.8K2026-10-20
Aprio Wealth Management, LLC
INCREASED11,79511,325+470+4%$1.0M$1.2M+$107.9K2026-10-28
Personal CFO Solutions, LLC
DECREASED11,70312,622-919-7%$1.2M$1.1M-$20.9K2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED11,6869,149+2,537+28%$844.2K$1.1M+$298.0K2026-10-16
Howard Capital Management, LLC
DECREASED11,67611,801-125-1%$1.1M$1.1M+$52.3K2026-10-16
Waycross Partners, LLC
NEW11,647—+11,647——$1.1M—2026-11-03
Alta Advisers Ltd
INCREASED11,6056,770+4,835+71%$624.7K$1.1M+$509.6K2026-11-02
Cullinan Associates Inc
DECREASED11,50011,900-400-3%$1.1M$1.1M+$26.0K2026-11-03
Tower Trust & Investment Co
INCREASED11,47511,205+270+2%$1.0M$1.1M+$87.7K2026-10-28
Fiduciary Alliance LLC
DECREASED11,39512,602-1,207-10%$1.2M$1.1M-$49.0K2026-10-13
Spire Wealth Management
DECREASED11,34012,539-1,199-10%$1.2M$1.1M-$48.6K2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED11,30111,212+89+1%$1.0M$1.1M+$70.1K2026-10-23
GC Wealth Management RIA, LLC
INCREASED11,2619,959+1,302+13%$918.9K$1.1M+$181.7K2026-11-02
StoneX Group Inc.
INCREASED11,16210,091+1,071+11%$931.1K$1.1M+$162.9K2026-11-03
Lountzis Asset Management, LLC
INCREASED11,1414,845+6,296+130%$447.0K$1.1M+$641.9K2026-10-30
Nabity-Jensen Investment Management Inc
DECREASED11,09511,100-50%$1.0M$1.1M+$60.2K2026-10-23
Dumont & Blake Investment Advisors LLC
INCREASED11,07210,987+85+1%$1.0M$1.1M+$68.4K2026-10-28
Herold Advisors, Inc.
INCREASED11,0549,905+1,149+12%$913.0K$1.1M+$167.4K2026-10-19
SJS Investment Consulting Inc.
INCREASED11,05110,497+554+5%$968.6K$1.1M+$111.6K2026-10-26
Financial Consulate, Inc
INCREASED11,01810,994+24+0%$1.0M$1.1M+$62.5K2026-10-23
United Community Bank
DECREASED10,98311,155-172-2%$1.0M$1.1M+$44.2K2026-10-28
Cooper Financial Group
INCREASED10,95210,739+213+2%$990.8K$1.1M+$79.6K2026-10-07
Stone Summit Wealth LLC
UNCHANGED10,90010,90000%$1.0M$1.1M+$59.6K2026-10-14
Institute for Wealth Management, Llc.
UNCHANGED10,88610,88600%$1.0M$1.1M+$59.5K2026-11-06
Thor Investment Management Inc
INCREASED10,87710,875+2+0%$1.0M$1.1M+$59.7K2026-10-13
Integrity Alliance, Llc.
DECREASED10,85811,004-146-1%$1.0M$1.1M+$45.9K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED10,83110,685+146+1%$985.9K$1.1M+$72.7K2026-10-23
Shira Ridge Wealth Management
DECREASED10,77610,876-100-1%$1.0M$1.1M+$49.7K2026-10-09
Premier Path Wealth Partners, LLC
INCREASED10,6919,897+794+8%$913.2K$1.0M+$131.8K2026-10-16
Certuity, LLC
INCREASED10,64210,461+181+2%$965.3K$1.0M+$74.9K2026-11-02
Sage Rhino Capital LLC
DECREASED10,55511,164-609-5%$1.0M$1.0M+$1.5K2026-10-28
Greenhaven Associates Inc
DECREASED10,50012,500-2,000-16%$1.2M$1.0M-$127.1K2026-10-26
Equitable Trust Co
DECREASED10,41910,632-213-2%$981.0K$1.0M+$37.3K2026-10-13
Vima LLC
INCREASED10,35210,351+1+0%$955.1K$1.0M+$56.7K2026-10-23
Crumly & Associates Inc.
DECREASED10,31510,479-164-2%$966.9K$1.0M+$41.3K2026-10-07
Worth Asset Management, LLC
NEW10,301—+10,301——$1.0M—2026-10-07
OpenArc Corporate Advisory, LLC
DECREASED10,29710,371-74-1%$956.9K$1.0M+$49.5K2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED10,28510,485-200-2%$967.5K$1.0M+$37.8K2026-11-02
Independence Wealth Advisors, LLC
INCREASED10,2379,927+310+3%$915.9K$1.0M+$84.6K2026-10-29
Element Pointe Advisors, LLC
UNCHANGED10,21610,21600%$942.7K$998.5K+$55.8K2026-10-21
Fragasso Financial Advisors Inc
NEW10,142—+10,142——$980.7K—2026-10-13
Cache Advisors, LLC
INCREASED10,1342,675+7,459+279%$246.8K$990.5K+$743.7K2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED10,11410,109+5+0%$932.8K$988.5K+$55.7K2026-10-29
Variant Private Wealth, LLC
INCREASED10,10310,075+28+0%$929.6K$987.5K+$57.8K2026-10-21
Canandaigua National Trust Co of Florida
NEW10,045—+10,045——$981.8K—2026-10-07
PDS Planning, Inc
INCREASED10,0379,936+101+1%$916.8K$981.0K+$64.3K2026-11-03
Sky Investment Group LLC
INCREASED10,0178,145+1,872+23%$751.5K$979.1K+$227.5K2026-10-30
Private Trust Co NA
DECREASED10,01211,029-1,017-9%$1.0M$978.6K-$39.1K2026-10-20
BigSur Wealth Management LLC
UNCHANGED10,00010,00000%$922.7K$977.4K+$54.7K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED9,9229,835+87+1%$907.5K$969.7K+$62.3K2026-10-21
Trust Point Inc.
INCREASED9,9049,322+582+6%$860.1K$968.0K+$107.9K2026-10-27
Grant Private Wealth Management Inc
NEW9,855—+9,855——$963.2K—2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED9,84210,599-757-7%$978.0K$962.0K-$16.0K2026-10-07
Lecap Asset Management LTD
NEW9,800—+9,800——$957.9K—2026-10-27
Quadcap Wealth Management, LLC
INCREASED9,7988,822+976+11%$814.0K$957.7K+$143.6K2026-11-02
Ironwood Financial, llc
DECREASED9,7369,803-67-1%$1.0M$951.6K-$52.0K2026-10-20
Mezzasalma Advisors, LLC
DECREASED9,67510,196-521-5%$940.8K$945.6K+$4.8K2026-10-14
Kathmere Capital Management, LLC
INCREASED9,6488,914+734+8%$822.5K$943.0K+$120.5K2026-10-20
Palisade Asset Management, LLC
DECREASED9,62711,277-1,650-15%$1.0M$940.9K-$99.6K2026-11-03
Tranquility Partners, LLC
DECREASED9,5799,789-210-2%$903.2K$936.2K+$33.0K2026-10-20
Old Peak Finance LLC
INCREASED9,5719,480+91+1%$874.7K$935.4K+$60.8K2026-11-02
Vicus Capital
DECREASED9,48911,487-1,998-17%$1.1M$927.4K-$132.5K2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED9,4147,760+1,654+21%$716.0K$920.1K+$204.1K2026-10-15
111 Capital
INCREASED9,3992,715+6,684+246%$250.5K$918.7K+$668.1K2026-11-03
Mather Group, Llc.
INCREASED9,3597,944+1,415+18%$733.0K$914.7K+$181.7K2026-10-14
Forbes J M & Co LLP
INCREASED9,3419,283+58+1%$856.5K$913.0K+$56.4K2026-10-16
Miller Global Investments, LLC
DECREASED9,3309,470-140-1%$873.8K$911.9K+$38.1K2026-10-02
Tran Capital Management, L.P.
DECREASED9,26710,295-1,028-10%$949.9K$905.8K-$44.2K2026-10-19
Joel Isaacson & Co., LLC
INCREASED9,1798,812+367+4%$813.0K$897.1K+$84.1K2026-11-05
Bluedoor Private Wealth, LLC
INCREASED9,1628,567+595+7%$790.5K$895.5K+$105.0K2026-11-05
LMG Wealth Partners, LLC
UNCHANGED9,0139,01300%$831.6K$880.9K+$49.3K2026-11-05
Klingman & Associates, LLC
INCREASED8,9767,948+1,028+13%$733.4K$877.3K+$144.0K2026-10-20
Regatta Capital Group, LLC
INCREASED8,9208,566+354+4%$790.4K$871.9K+$81.5K2026-10-23
Journey Retirement Planning & Investment Management LLC
INCREASED8,9007,533+1,367+18%$695.1K$870.0K+$174.9K2026-10-09
Avondale Wealth Management
UNCHANGED8,9008,90000%$821.2K$869.9K+$48.7K2026-10-15
International Assets Investment Management, LLC
DECREASED8,89110,199-1,308-13%$976.8K$874.6K-$102.2K2026-11-02
BayBridge Capital Group, LLC
DECREASED8,88516,657-7,772-47%$1.5M$868.4K-$668.5K2026-10-13
Sutton Place Investors LLC
INCREASED8,8348,808+26+0%$812.7K$863.4K+$50.7K2026-10-20
Boltwood Capital Management
INCREASED8,8208,460+360+4%$780.6K$862.1K+$81.5K2026-10-02
Total Wealth Planning & Management, Inc.
DECREASED8,81511,974-3,159-26%$1.1M$861.6K-$243.3K2026-10-23
Greenspring Advisors, LLC
INCREASED8,8124,346+4,466+103%$401.0K$861.4K+$460.4K2026-11-05
Curated Wealth Partners LLC
INCREASED8,8053,120+5,685+182%$287.9K$860.6K+$572.7K2026-10-15
Simon Quick Advisors, LLC
INCREASED8,7922,565+6,227+243%$236.7K$859.3K+$622.7K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED8,7588,740+18+0%$806.4K$856.0K+$49.6K2026-10-23
Advisor Resource Council
DECREASED8,7269,857-1,131-11%$991.8K$854.8K-$137.0K2026-11-05
Kearns & Associates LLC
DECREASED8,7009,000-300-3%$830.4K$850.3K+$19.9K2026-10-09
Manchester Financial Inc
DECREASED8,6718,812-141-2%$813.1K$847.6K+$34.4K2026-10-15
Integral Investment Advisors, Inc.
UNCHANGED8,6598,65900%$798.9K$846.3K+$47.4K2026-11-03
Shum Financial Group, Inc.
INCREASED8,5987,677+921+12%$708.4K$840.4K+$132.0K2026-10-13
Nilsine Partners, LLC
INCREASED8,5708,319+251+3%$767.6K$837.7K+$70.1K2026-11-02
Lyell Wealth Management, LP
INCREASED8,4558,078+377+5%$745.4K$826.4K+$81.0K2026-10-30
TCI Wealth Advisors, Inc.
DECREASED8,4228,816-394-4%$813.5K$823.2K+$9.7K2026-10-30
Capital Investment Advisors, LLC
DECREASED8,4198,504-85-1%$784.7K$822.9K+$38.2K2026-10-22
Sterling Investment Counsel, LLC
INCREASED8,4128,158+254+3%$752.7K$822.2K+$69.5K2026-10-19
Parkside Financial Bank & Trust
INCREASED8,4018,386+15+0%$773.7K$821.1K+$47.3K2026-10-27
Net Worth Advisory Group
INCREASED8,3827,828+554+7%$722.3K$824.5K+$102.2K2026-10-20
Level Four Advisory Services, LLC
INCREASED8,3307,365+965+13%$679.7K$814.2K+$134.5K2026-11-06
Summit Investment Advisors, Inc.\KS
DECREASED8,3208,414-94-1%$776.3K$813.2K+$36.8K2026-11-05
Sweeney & Michel, LLC
INCREASED8,2778,254+23+0%$888.2K$809.0K-$79.2K2026-10-16
Bingham Private Wealth, LLC
INCREASED8,2668,015+251+3%$739.6K$807.9K+$68.4K2026-11-05
HMV Wealth Advisors, LLC
UNCHANGED8,2498,24900%$761.1K$806.3K+$45.1K2026-10-27
Fideuram Asset Management (Ireland) dac
DECREASED8,22745,149-36,922-82%$4.0M$840.1K-$3.1M2026-10-29
Accredited Investors Inc.
INCREASED8,1827,286+896+12%$672.3K$799.7K+$127.4K2026-11-03
Oregon Pacific Wealth Management, LLC
DECREASED8,1768,598-422-5%$793.3K$799.1K+$5.8K2026-10-20
Kanawha Capital Management LLC
DECREASED8,06910,069-2,000-20%$929.1K$788.7K-$140.4K2026-10-19
Soltis Investment Advisors LLC
INCREASED8,0606,337+1,723+27%$584.8K$787.8K+$203.0K2026-10-28
Mitchell Sinkler & Starr
UNCHANGED8,0428,04200%$742.0K$786.0K+$44.0K2026-10-13
Kennebec Savings Bank
UNCHANGED8,0378,03700%$741.6K$785.5K+$44.0K2026-10-22
Hedges Asset Management LLC
DECREASED8,0008,700-700-8%$802.7K$781.9K-$20.8K2026-10-29
WealthPLAN Partners, LLC
INCREASED7,9706,691+1,279+19%$617.4K$779.0K+$161.6K2026-10-15
Platform Technology Partners
INCREASED7,9517,850+101+1%$724.3K$777.1K+$52.8K2026-11-02
Gibbs Wealth Management
INCREASED7,9106,475+1,435+22%$597.5K$773.2K+$175.7K2026-10-22
Cypress Wealth Services, LLC
INCREASED7,9057,888+17+0%$727.8K$765.2K+$37.4K2026-10-21
Verity Asset Management, Inc.
DECREASED7,8968,048-152-2%$742.6K$771.8K+$29.2K2026-10-30
Fulton Bank, N.A.
INCREASED7,8615,143+2,718+53%$474.5K$768.3K+$293.8K2026-10-14
Independence Bank of Kentucky
DECREASED7,8539,123-1,270-14%$841.8K$767.6K-$74.2K2026-10-26
RFG Advisory, LLC
DECREASED7,7978,084-287-4%$745.9K$762.1K+$16.2K2026-11-03
M Holdings Securities, Inc.
NEW7,740—+7,740——$752—2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED7,7356,986+749+11%$217.4K$751-$216.7K2026-11-04
Facet Wealth, Inc.
INCREASED7,6284,858+2,770+57%$448.3K$745.6K+$297.3K2026-11-04
J. L. Bainbridge & Co., Inc.
DECREASED7,62715,611-7,984-51%$1.4M$745.5K-$695.0K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED7,6117,707-96-1%$711.1K$743.9K+$32.8K2026-10-20
Founders Financial Securities LLC
INCREASED7,4907,452+38+1%$687.6K$732.1K+$44.4K2026-10-28
Unified Investment Management
INCREASED7,4037,401+2+0%$682.9K$723.5K+$40.6K2026-10-14
S-Bank Fund Management Ltd
INCREASED7,3947,035+359+5%$649.1K$722.7K+$73.6K2026-11-06
R Squared Ltd
DECREASED7,3588,099-741-9%$747.3K$719.2K-$28.1K2026-11-06
Dutch Asset Corp
DECREASED7,3507,750-400-5%$715.1K$718.4K+$3.3K2026-10-20
Fiduciary Family Office, LLC
INCREASED7,3457,175+170+2%$662.0K$717.9K+$55.9K2026-11-04
Advisortrust Partners, LLC
INCREASED7,3417,177+164+2%$662.2K$717.5K+$55.3K2026-11-02
Old Port Advisors
DECREASED7,3117,686-375-5%$709.2K$714.6K+$5.4K2026-10-23
Larry Mathis Financial Planning, LLC
UNCHANGED7,2867,28600%$672.3K$712.2K+$39.9K2026-10-26
VestGen Advisors, LLC
DECREASED7,2197,479-260-3%$690.1K$705.6K+$15.5K2026-10-27
Opal Wealth Advisors, LLC
DECREASED7,2007,324-124-2%$675.8K$703.7K+$27.9K2026-10-16
Vann Equity Management LLC
INCREASED7,1947,190+4+0%$663.4K$703.1K+$39.8K2026-10-08
Gryphon Financial Partners LLC
INCREASED7,1586,718+440+7%$619.8K$699.6K+$79.8K2026-11-04
One Way Holdings LLC
NEW7,154—+7,154——$699.2K—2026-10-29
Legacy Wealth Asset Management, LLC
DECREASED7,14412,265-5,121-42%$1.1M$698.3K-$433.4K2026-10-09
Bahl & Gaynor LLC
INCREASED7,1026,827+275+4%$629.9K$694.1K+$64.2K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED7,0637,482-419-6%$690.4K$690.3K-$262026-10-05
Triglav Investments, D.O.O.
NEW7,000—+7,000——$684.2K—2026-11-06
Torrey Growth & Income Advisors
DECREASED6,9829,181-2,199-24%$851.0K$690.7K-$160.3K2026-11-04
Marathon Mission, Inc.
INCREASED6,9816,802+179+3%$627.6K$682.3K+$54.7K2026-10-01
Western Pacific Wealth Management, LP
UNCHANGED6,9606,96000%$642.2K$680.3K+$38.1K2026-10-16
Arcataur Capital Management LLC
UNCHANGED6,9226,92200%$638.7K$676.6K+$37.9K2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED6,9118,569-1,658-19%$790.6K$675.5K-$115.1K2026-10-23
Mogy Joel R Investment Counsel Inc
UNCHANGED6,8976,89700%$636.4K$674.2K+$37.7K2026-10-13
Leonteq Securities AG
DECREASED6,8947,109-215-3%$655.9K$673.8K+$17.9K2026-10-29
LVW Advisors, LLC
INCREASED6,8485,747+1,101+19%$530.3K$669.3K+$139.0K2026-10-19
Sound Income Strategies, LLC
INCREASED6,8445,939+905+15%$548.0K$663.0K+$115.0K2026-10-09
Novem Group
DECREASED6,8387,125-287-4%$657.3K$668.4K+$11.0K2026-10-19
Tactive Advisors, LLC
DECREASED6,8087,858-1,050-13%$725.1K$665.4K-$59.7K2026-10-08
Root Financial Partners, LLC
INCREASED6,7945,267+1,527+29%$486.0K$664.0K+$178.1K2026-10-21
Defined Wealth Management, LLC
INCREASED6,7876,765+22+0%$624.2K$663.4K+$39.2K2026-10-19
Northcape Wealth Management, LLC
DECREASED6,78410,144-3,360-33%$936.0K$663.1K-$272.9K2026-11-04
Goldstein Advisors, LLC
DECREASED6,7616,916-155-2%$638.1K$660.8K+$22.7K2026-10-15
Simplicity Wealth,LLC
INCREASED6,7425,862+880+15%$540.9K$659.0K+$118.1K2026-10-23
BG Investment Services, LLC
NEW6,732—+6,732——$658.0K—2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED6,71510,210-3,495-34%$942.1K$656.3K-$285.7K2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED6,6996,490+209+3%$598.9K$654.7K+$55.9K2026-11-04
Weaver Capital Management LLC
INCREASED6,6836,535+148+2%$614.2K$653.2K+$39.0K2026-10-15
Heritage Wealth Management, Inc.
DECREASED6,6336,733-100-1%$621.3K$648.3K+$27.1K2026-10-28
Client 1ST Advisory Group, LLC
DECREASED6,6276,792-165-2%$626.7K$647.7K+$21.0K2026-10-19
Ninety One SA (PTY) Ltd
DECREASED6,61715,999-9,382-59%$1.5M$654.2K-$822.1K2026-10-15
Journey Advisory Group, LLC
DECREASED6,6176,717-100-1%$619.8K$646.7K+$27.0K2026-11-04
Parcion Private Wealth LLC
INCREASED6,6115,321+1,290+24%$491.0K$646.2K+$155.2K2026-10-28
Carson Advisory Inc.
DECREASED6,5577,468-911-12%$689.1K$640.9K-$48.2K2026-11-06
Triad Wealth Partners, LLC
UNCHANGED6,5486,54800%$693.3K$640.0K-$53.3K2026-10-26
Aspetuck Financial Management LLC
DECREASED6,5416,721-180-3%$620.1K$639.3K+$19.2K2026-11-04
Balboa Wealth Partners
INCREASED6,4906,322+168+3%$583.3K$634.3K+$51.0K2026-10-20
RW Investment Management LLC
DECREASED6,4296,686-257-4%$616.9K$628.4K+$11.5K2026-11-03
Boston Trust Walden Corp
INCREASED6,4276,420+7+0%$592.4K$628.2K+$35.8K2026-10-30
Family Legacy, Inc.
UNCHANGED6,4246,42400%$592.7K$627.9K+$35.1K2026-10-13
CMG Global Holdings, LLC
DECREASED6,4116,585-174-3%$607.6K$626.6K+$19.0K2026-10-14
Third View Private Wealth, LLC
INCREASED6,3675,309+1,058+20%$489.9K$622.3K+$132.5K2026-10-30
Lazari Capital Management, Inc.
INCREASED6,3236,312+11+0%$582.4K$618.1K+$35.7K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED6,2787,077-799-11%$653.0K$613.6K-$39.4K2026-10-20
Bernardo Wealth Planning LLC
INCREASED6,2602,981+3,279+110%$275.1K$611.9K+$336.8K2026-10-23
J. Team Financial, Inc.
DECREASED6,2556,684-429-6%$616.8K$611.4K-$5.4K2026-11-03
Vigilare Wealth Management
DECREASED6,2507,308-1,058-14%$674.3K$610.9K-$63.4K2026-10-29
Accurate Wealth Management, LLC
INCREASED6,2445,986+258+4%$617.3K$599.1K-$18.3K2026-10-20
SeaBridge Investment Advisors LLC
INCREASED6,2303,153+3,077+98%$290.9K$608.9K+$318.0K2026-11-02
Argentarii, LLC
INCREASED6,2106,137+73+1%$661.0K$607.0K-$54.0K2026-10-28
Oslo Pensjonsforsikring AS
DECREASED6,1816,874-693-10%$634.3K$604.1K-$30.1K2026-10-15
Cornerstone Wealth Group, LLC
INCREASED6,1464,459+1,687+38%$411.5K$600.7K+$189.3K2026-11-02
RMR Wealth Builders
DECREASED6,0876,099-120%$562.8K$594.9K+$32.2K2026-10-22
Deseret Mutual Benefit Administrators
UNCHANGED6,0806,08000%$561.0K$594.3K+$33.3K2026-11-04
Alpha Family Trust
UNCHANGED6,0706,07000%$560.1K$560.1K$02026-11-04
KRS Capital Management, LLC
DECREASED6,0696,206-137-2%$572.6K$593.2K+$20.6K2026-10-16
Franklin Street Advisors Inc
DECREASED6,05013,010-6,960-53%$1.2M$591.3K-$609.1K2026-10-13
Asahi Life Asset Management Co., Ltd.
NEW5,988—+5,988——$585.3K—2026-11-06
Ridgecrest Wealth Partners, LLC
NEW5,930—+5,930——$579.6K—2026-10-19
Tompkins Financial Corp
UNCHANGED5,9305,93000%$547.2K$579.6K+$32.4K2026-10-05
SS&H Financial Advisors, Inc.
UNCHANGED5,8995,89900%$544.0K$577-$543.4K2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED5,8946,002-108-2%$553.8K$576.1K+$22.3K2026-10-27
Wespac Advisors SoCal, LLC
UNCHANGED5,8765,87600%$542.2K$574.3K+$32.1K2026-10-13
Chicago Trust Co NA
NEW5,848—+5,848——$571.6K—2026-10-28
Mission Wealth Management, LP
DECREASED5,81813,820-8,002-58%$1.3M$568.7K-$706.5K2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED5,8045,80400%$535.5K$567.3K+$31.7K2026-10-05
Sjbenen Advisory, LLC
UNCHANGED5,8005,80000%$544.9K$568.3K+$23.4K2026-10-19
Smith Thornton Advisors LLC
INCREASED5,7725,710+62+1%$584.6K$564.2K-$20.4K2026-10-16
Diligent Investors, LLC
UNCHANGED5,7355,73500%$529.2K$560.5K+$31.4K2026-10-21
Versant Capital Management, Inc
INCREASED5,7105,058+652+13%$466.7K$558.1K+$91.4K2026-10-02
Centurion Wealth Management LLC
INCREASED5,7105,705+5+0%$526.4K$558.1K+$31.6K2026-10-13
Investors Asset Management of Georgia Inc
DECREASED5,6996,031-332-5%$556.5K$557.0K+$5122026-10-20
Traynor Capital Management, Inc.
INCREASED5,6955,631+64+1%$519.6K$556.6K+$37.0K2026-10-29
Plancorp, LLC
INCREASED5,6692,709+2,960+109%$277.3K$499.2K+$221.9K2026-11-03
Biltmore Family Office, LLC
INCREASED5,6605,625+35+1%$519.0K$553.2K+$34.2K2026-11-03
Canvas Wealth Advisors, LLC
DECREASED5,5955,773-178-3%$532.7K$500.6K-$32.1K2026-11-02
Jackson Creek Investment Advisors LLC
DECREASED5,5955,613-180%$591$547-$442026-11-04
Montchanin Asset Management, LLC
INCREASED5,5855,325+260+5%$491.0K$546-$490.5K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED5,5616,270-709-11%$578.5K$543.5K-$35.0K2026-11-04
Greenfield Savings Bank
DECREASED5,5315,858-327-6%$540.5K$540.6K+$822026-10-07
PFG Advisors
DECREASED5,5026,030-528-9%$556.4K$537.7K-$18.6K2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED5,4755,47500%$505.2K$505.2K$02026-10-16
Palacios Wealth Management, LLC
UNCHANGED5,4045,40400%$498.6K$528.2K+$29.6K2026-11-04
Dagco, Inc.
DECREASED5,3755,378-30%$496.2K$525.4K+$29.1K2026-10-20
Jericho Financial, LLP
DECREASED5,3665,793-427-7%$534.5K$524.4K-$10.1K2026-10-13
Alliance Wealth Advisors, LLC
UNCHANGED5,3655,36500%$495.0K$524.4K+$29.3K2026-10-14
Olympiad Research LP
NEW5,362—+5,362——$524.1K—2026-11-04
Peterson Wealth Services
INCREASED5,3534,163+1,190+29%$384.1K$523.2K+$139.1K2026-10-26
First Bank & Trust
DECREASED5,3505,733-383-7%$529.0K$522.9K-$6.1K2026-10-19
FSM Wealth Advisors, LLC
INCREASED5,3495,204+145+3%$480.2K$518.2K+$38.0K2026-10-27
Tempus Wealth Planning, LLC
DECREASED5,3115,426-115-2%$500.6K$519.1K+$18.5K2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED5,3005,30000%$489.0K$518.0K+$29.0K2026-11-02
Claro Advisors Inc.
INCREASED5,2925,160+132+3%$476.1K$517.2K+$41.1K2026-11-02
Anchyra Partners LLC
INCREASED5,2794,828+451+9%$445.5K$516.0K+$70.5K2026-10-13
Oakworth Capital, Inc.
INCREASED5,2605,162+98+2%$489.0K$514.1K+$25.1K2026-10-26
Addison Advisors LLC
INCREASED5,2575,255+2+0%$484.9K$513.8K+$28.9K2026-11-06
Landmark Wealth Management, LLC
DECREASED5,2556,454-1,199-19%$595.5K$513.6K-$81.9K2026-11-03
Ledyard National Bank
INCREASED5,2455,240+5+0%$483.5K$512.6K+$29.2K2026-10-21
Apella Capital, LLC
INCREASED5,2232,856+2,367+83%$291.2K$499.2K+$208.0K2026-10-08
Victory Financial Group, LLC
NEW5,206—+5,206——$508.8K—2026-10-27
Trace Wealth Advisors, LLC
UNCHANGED5,2005,20000%$479.8K$508.2K+$28.4K2026-10-30
Advisor OS, LLC
INCREASED5,1885,053+135+3%$466.3K$507.0K+$40.7K2026-11-03
Annex Advisory Services, LLC
INCREASED5,1833,408+1,775+52%$314.4K$506.6K+$192.1K2026-10-16
Quantum Financial Advisors, LLC
INCREASED5,1794,874+305+6%$449.7K$506.2K+$56.5K2026-11-03
Principle Wealth Partners LLC
INCREASED5,1674,753+414+9%$438.6K$505.1K+$66.5K2026-11-02
Income Insurance Ltd
UNCHANGED5,1665,16600%$476.7K$504.9K+$28.3K2026-10-21
Unify Financial Advisors
DECREASED5,1555,636-481-9%$520.0K$503.8K-$16.2K2026-11-03
Keystone Wealth Services, LLC
INCREASED5,1525,095+57+1%$470.1K$510.6K+$40.4K2026-11-03
Avalon Capital Management
DECREASED5,0885,108-200%$471.4K$497.3K+$26.0K2026-11-04
Smart Wealth LLC
INCREASED5,0352,584+2,451+95%$238.4K$492.1K+$253.7K2026-11-04
Swiss RE LTD
INCREASED5,0243,056+1,968+64%$282.0K$491.0K+$209.1K2026-11-06
Orrstown Financial Services Inc
INCREASED5,0124,875+137+3%$449.8K$489.9K+$40.1K2026-10-14
Enzi Wealth
UNCHANGED5,0005,00000%$505.5K$479.7K-$25.8K2026-10-14
Viewpoint Capital Management LLC
UNCHANGED5,0005,00000%$461.4K$488.7K+$27.4K2026-10-27
United Advisor Group, LLC
NEW4,941—+4,941——$482.9K—2026-11-03
Aljian Capital Management, LLC
INCREASED4,9124,906+6+0%$452.7K$480.1K+$27.4K2026-10-28
Schear Investment Advisers, LLC
NEW4,879—+4,879——$476.9K—2026-10-14
Tempo Wealth, LLC
INCREASED4,8792,916+1,963+67%$269.0K$476.9K+$207.9K2026-10-14
Princeton Capital Management LLC
INCREASED4,8384,831+7+0%$445.8K$472.9K+$27.1K2026-10-27
Cromwell Holdings LLC
DECREASED4,8125,381-569-11%$496.5K$470.3K-$26.2K2026-10-28
Eagle Wealth Strategies LLC
INCREASED4,7934,755+38+1%$438.7K$468.5K+$29.7K2026-10-20
Colonial River Investments, LLC
INCREASED4,7634,529+234+5%$417.9K$465.5K+$47.6K2026-10-19
Earned Wealth Advisors, LLC
INCREASED4,7354,371+364+8%$403.3K$462.8K+$59.5K2026-11-06
Hopwood Financial Services, Inc.
UNCHANGED4,7174,71700%$435.2K$461.0K+$25.8K2026-10-29
Commonwealth Retirement Investments LLC
DECREASED4,7094,735-26-1%$436.9K$460.3K+$23.4K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED4,6985,336-638-12%$492.4K$459.2K-$33.1K2026-10-28
Old Mission Investment Co LLC
DECREASED4,6774,715-38-1%$435.1K$457.1K+$22.1K2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED4,6274,62700%$426.9K$452.2K+$25.3K2026-10-30
Acropolis Investment Management, LLC
INCREASED4,5994,313+286+7%$398.0K$449.5K+$51.5K2026-10-08
Trek Financial, LLC
DECREASED4,5854,684-99-2%$432.2K$448.1K+$15.9K2026-10-29
Welch & Forbes LLC
INCREASED4,5774,502+75+2%$415.4K$447.4K+$32.0K2026-11-04
Orca Investment Management, LLC
UNCHANGED4,5694,56900%$421.6K$446.6K+$25.0K2026-10-29
Atwood & Palmer Inc
INCREASED4,5354,529+6+0%$417.9K$443.3K+$25.4K2026-10-08
Ridgewood Investments LLC
DECREASED4,5345,145-611-12%$474.7K$443.2K-$31.6K2026-10-05
Kuhn & Co Investment Counsel
INCREASED4,5344,396+138+3%$405.6K$443.1K+$37.5K2026-10-29
Gerald Baker Financial Group LLC
INCREASED4,5174,507+10+0%$415.9K$441.5K+$25.6K2026-10-09
Lester Murray Antman dba SimplyRich
NEW4,510—+4,510——$440.8K—2026-11-06
RDA Financial Network
INCREASED4,4944,301+193+4%$396.9K$439.2K+$42.4K2026-10-15
Capital Management Associates, Inc
INCREASED4,4294,309+120+3%$397.6K$432.8K+$35.2K2026-10-20
MQS Management LLC
INCREASED4,3792,395+1,984+83%$221.0K$428.0K+$207.0K2026-11-06
Davidson Trust Co
UNCHANGED4,3794,37900%$404.1K$428.0K+$24.0K2026-10-09
55 North Private Wealth, LLC
INCREASED4,3784,032+346+9%$372.0K$427.9K+$55.9K2026-10-20
Catalyst Private Wealth, LLC
INCREASED4,3674,274+93+2%$394.4K$426.8K+$32.5K2026-10-13
Clear Creek Financial Management, LLC
DECREASED4,3644,810-446-9%$443.8K$426.6K-$17.3K2026-10-28
Kelleher Financial Advisors
DECREASED4,34112,620-8,279-66%$1.2M$424.3K-$740.2K2026-10-30
Moneco Advisors, LLC
INCREASED4,3004,214+86+2%$388.8K$420.2K+$31.4K2026-11-05
Y.D. More Investments Ltd
INCREASED4,2891,052+3,237+308%$326$419.2K+$418.9K2026-11-02
Sanders Morris Harris LLC
DECREASED4,25010,250-6,000-59%$945.8K$415.7K-$530.1K2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED4,2484,089+159+4%$377.3K$415.2K+$37.9K2026-10-21
Peoples Bank
DECREASED4,2464,331-85-2%$399.6K$415.0K+$15.4K2026-10-09
Diversified Enterprises, LLC
INCREASED4,2433,689+554+15%$340.4K$414.7K+$74.3K2026-10-19
Abel Hall, LLC
INCREASED4,2394,137+102+2%$381.7K$414.3K+$32.6K2026-10-19
Souders Financial Advisors
DECREASED4,2314,278-47-1%$394.8K$413.6K+$18.8K2026-11-03
Alliance Wealth Advisors, LLC
INCREASED4,2013,913+288+7%$361.1K$410.6K+$49.6K2026-10-28
Violich Capital Management, Inc.
UNCHANGED4,2004,20000%$387.5K$410.5K+$23.0K2026-10-05
Davidson Kahn Capital Management, LLC
DECREASED4,1908,876-4,686-53%$819.0K$409.5K-$409.5K2026-10-26
Cornerstone Advisory, LLC
INCREASED4,0993,745+354+9%$345.6K$400.6K+$55.0K2026-11-06
Arwa LLC
INCREASED4,0913,215+876+27%$330.5K$392.5K+$61.9K2026-10-21
Armstrong Henry H Associates Inc
UNCHANGED4,0914,09100%$377.5K$399.9K+$22.4K2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED4,0804,161-81-2%$384.6K$398.8K+$14.1K2026-10-13
Romano Brothers and Company
INCREASED4,0654,015+50+1%$370.5K$397.3K+$26.8K2026-10-22
Kesler, Norman & Wride, LLC
DECREASED4,0649,089-5,025-55%$838.6K$397.2K-$441.4K2026-11-06
SYM Financial Corp
INCREASED4,0453,693+352+10%$340.8K$395.4K+$54.6K2026-10-26
Opinicus Capital, Inc.
DECREASED4,0324,086-54-1%$377.0K$394.1K+$17.1K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED4,0284,465-437-10%$412.0K$393.7K-$18.3K2026-10-26
Impact Capital Partners LLC
DECREASED4,0244,036-120%$372.4K$393.3K+$20.9K2026-10-22
Noble Wealth Management PBC
DECREASED4,0174,439-422-10%$409.6K$392.6K-$17.0K2026-10-01
Evermay Wealth Management LLC
UNCHANGED4,0164,01600%$370.6K$392.6K+$22.0K2026-11-05
AdvisorNet Financial, Inc
INCREASED3,9933,228+765+24%$297.8K$386.5K+$88.7K2026-10-15
Purus Wealth Management, LLC
INCREASED3,9813,955+26+1%$364.9K$389.1K+$24.2K2026-10-15
Symmetry Partners, LLC
NEW3,980—+3,980——$389.0K—2026-10-27
Avantax Planning Partners, Inc.
DECREASED3,9714,151-180-4%$383.0K$388.1K+$5.1K2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED3,9654,025-60-1%$371.4K$387.5K+$16.2K2026-10-21
KMG Fiduciary Partners, LLC
INCREASED3,9633,912+51+1%$361.0K$387.4K+$26.4K2026-10-14
Ariston Services Group
UNCHANGED3,9583,95800%$365.2K$386.9K+$21.7K2026-10-16
Nova R Wealth, Inc.
INCREASED3,9473,930+17+0%$362.6K$385.8K+$23.2K2026-10-26
Affinity Capital Advisors, LLC
DECREASED3,9464,419-473-11%$444.7K$381.6K-$63.1K2026-10-13
LexAurum Advisors, LLC
DECREASED3,9434,541-598-13%$419.0K$385.4K-$33.6K2026-10-19
Crescent Grove Advisors, LLC
DECREASED3,9205,504-1,584-29%$507.8K$383.1K-$124.7K2026-10-21
WBI Investments, LLC
DECREASED3,89813,743-9,845-72%$1.3M$381.0K-$887.0K2026-11-05
Opus Capital Group, LLC
DECREASED3,8803,950-70-2%$364.0K$379-$363.6K2026-10-30
VAN Strum & Towne Inc.
DECREASED3,8503,950-100-3%$364.5K$376.3K+$11.8K2026-11-06
Childress Capital Advisors, LLC
DECREASED3,8353,968-133-3%$366.1K$374.9K+$8.7K2026-10-28
Dala Group, LLC
INCREASED3,8303,625+205+6%$334.5K$374.3K+$39.8K2026-10-29
Flywheel Private Wealth LLC
INCREASED3,8253,425+400+12%$316.0K$373.9K+$57.8K2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED3,8183,812+6+0%$351.7K$373.2K+$21.4K2026-10-22
Foresight Capital Management Advisors, Inc.
DECREASED3,8103,815-50%$352.0K$372.4K+$20.4K2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED3,7973,868-71-2%$356.9K$371.1K+$14.2K2026-10-15
Semus Wealth Partners LLC
DECREASED3,7883,832-44-1%$353.5K$370.3K+$16.7K2026-10-22
Sawgrass Asset Management LLC
DECREASED3,7625,387-1,625-30%$497.1K$367.7K-$129.4K2026-11-03
Wealth Group, Ltd.
INCREASED3,7482,950+798+27%$272.0K$366-$271.6K2026-10-30
Gemmer Asset Management LLC
UNCHANGED3,7333,73300%$344.4K$364.9K+$20.4K2026-10-16
Forum Financial Management, LP
DECREASED3,7033,782-79-2%$348.9K$361.9K+$13.0K2026-10-16
American Institute for Advanced Investment Management, LLP
UNCHANGED3,6933,69300%$340.8K$361.0K+$20.2K2026-11-03
TriaGen Wealth Management LLC
UNCHANGED3,6773,67700%$339.3K$359.4K+$20.1K2026-10-14
Sigma Investment Counselors Inc
DECREASED3,6758,149-4,474-55%$752.0K$359.2K-$392.8K2026-10-27
FAI Advisors, Inc.
DECREASED3,6703,922-252-6%$361.9K$358.7K-$3.2K2026-10-27
Cohen Klingenstein LLC
UNCHANGED3,6603,66000%$337.7K$357.7K+$20.0K2026-10-15
Marks Group Wealth Management, Inc
UNCHANGED3,6543,65400%$337.2K$357.1K+$20.0K2026-11-05
Wesbanco Bank Inc
DECREASED3,63041,170-37,540-91%$3.8M$354.8K-$3.4M2026-11-04
Fulcrum Wealth Advisors, LLC
INCREASED3,6253,616+9+0%$333.7K$354.3K+$20.7K2026-10-16
Valmark Advisers, Inc.
INCREASED3,6193,298+321+10%$304.3K$353.7K+$49.4K2026-11-06
Triumph Capital Management
INCREASED3,6163,602+14+0%$332.3K$353.4K+$21.1K2026-10-14
Fire Capital Management LLC
UNCHANGED3,6003,60000%$332.2K$351.9K+$19.7K2026-10-27
Delta Financial Advisors LLC
INCREASED3,5903,589+1+0%$331.2K$350.8K+$19.7K2026-10-27
Founders Capital Management
UNCHANGED3,5823,58200%$330.5K$350.1K+$19.6K2026-10-13
Providence First Trust Co
NEW3,572—+3,572——$349.1K—2026-11-02
New Hampshire Trust
UNCHANGED3,5713,57100%$329.5K$349.0K+$19.5K2026-10-20
JB Capital LLC
DECREASED3,5708,082-4,512-56%$745.7K$348.9K-$396.8K2026-10-19
RAM Investment Partners, LLC
INCREASED3,5673,550+17+0%$327.6K$348.6K+$21.1K2026-10-21
Mendel Money Management
INCREASED3,5593,390+169+5%$312.8K$347.9K+$35.1K2026-11-02
Telos Capital Management, Inc.
DECREASED3,5494,162-613-15%$384.0K$346.9K-$37.1K2026-11-02
First Horizon Corp
DECREASED3,5453,740-195-5%$345.1K$346.5K+$1.4K2026-10-26
Godsey & Gibb, Inc
INCREASED3,5313,455+76+2%$318.8K$345.1K+$26.3K2026-10-14
Prosperitas Financial LLC
DECREASED3,5243,530-60%$325.7K$344.4K+$18.7K2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED3,5093,138+371+12%$289.6K$343.0K+$53.4K2026-10-13
Oarsman Capital, Inc.
INCREASED3,5053,179+326+10%$293.3K$342.6K+$49.2K2026-11-05
LCM Capital Management Inc
UNCHANGED3,4903,49000%$322.0K$341.1K+$19.1K2026-10-20
Noesis Capital Mangement Corp
INCREASED3,4893,471+18+1%$320.3K$341.0K+$20.7K2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED3,4582,910+548+19%$268.5K$338.0K+$69.5K2026-10-05
Southern Financial Group, LLC
DECREASED3,4433,739-296-8%$345.1K$336.6K-$8.5K2026-10-30
Collaborative Fund Advisors, LLC
NEW3,420—+3,420——$334.3K—2026-11-02
Baron Wealth Management LLC
DECREASED3,4163,783-367-10%$349.1K$333.9K-$15.2K2026-10-27
CWS Financial Advisors, LLC
INCREASED3,3923,385+7+0%$312.3K$331.6K+$19.3K2026-10-16
Lantz Financial LLC
INCREASED3,3883,364+24+1%$310.4K$331.1K+$20.8K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED3,3713,536-165-5%$326.3K$329.4K+$3.2K2026-10-28
Studio Investment Management LLC
DECREASED3,3653,687-322-9%$340.2K$328.9K-$11.3K2026-10-22
Teza Capital Management LLC
NEW3,353—+3,353——$327.7K—2026-10-23
New Wave Wealth Advisors LLC
INCREASED3,3412,884+457+16%$266.1K$320.5K+$54.4K2026-10-19
ARS Wealth Advisors Group, LLC
INCREASED3,3243,190+134+4%$294.3K$324.9K+$30.6K2026-10-16
Vestor Capital, LLC
DECREASED3,31847,192-43,874-93%$11.2K$2.3K-$8.9K2026-11-04
First Affirmative Financial Network
NEW3,293—+3,293——$321.9K—2026-10-21
CoreCap Advisors, LLC
DECREASED3,2924,104-812-20%$378.7K$321.8K-$56.9K2026-10-08
Denver PWM, LLC
INCREASED3,2923,289+3+0%$365.4K$321.7K-$43.6K2026-10-22
Pictet North America Advisors SA
NEW3,276—+3,276——$320.2K—2026-10-21
Private Client Services, LLC
DECREASED3,2663,691-425-12%$340.5K$319.2K-$21.4K2026-10-02
Lewis Asset Management, LLC
INCREASED3,2623,261+1+0%$300.9K$318.8K+$17.9K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED3,2573,168+89+3%$292.3K$318.3K+$26.0K2026-11-06
BOS Asset Management, LLC
UNCHANGED3,2573,25700%$300.5K$318.3K+$17.8K2026-10-09
Financial Management Professionals, Inc.
INCREASED3,2413,236+5+0%$298.6K$316.8K+$18.2K2026-10-23
Sunpointe, LLC
DECREASED3,2193,246-27-1%$299.5K$314.6K+$15.1K2026-10-22
Thrive Wealth Management, LLC
DECREASED3,2183,223-50%$297.4K$314.5K+$17.1K2026-10-13
Inscription Capital, LLC
DECREASED3,2174,331-1,114-26%$399.6K$314.4K-$85.2K2026-11-02
Abacus Planning Group, Inc.
DECREASED3,2143,434-220-6%$316.9K$314.1K-$2.7K2026-11-02
Legacy Private Trust Co.
UNCHANGED3,2103,21000%$296.2K$313.7K+$17.6K2026-10-06
Sigma Planning Corp
DECREASED3,2038,448-5,245-62%$779.5K$311.8K-$467.7K2026-10-23
McAdam, LLC
INCREASED3,1962,883+313+11%$266.0K$312.4K+$46.4K2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED3,1673,026+141+5%$279.2K$309.6K+$30.4K2026-10-16
Blodgett Wealth Advisors, LLC
UNCHANGED3,1673,16700%$292.2K$309.5K+$17.3K2026-10-23
TrueWealth Advisors, LLC
DECREASED3,1653,415-250-7%$315.1K$309.3K-$5.8K2026-10-09
MBL Wealth, LLC
NEW3,155—+3,155——$308.4K—2026-10-22
Beese Fulmer Investment Management, Inc.
NEW3,143—+3,143——$307.2K—2026-10-23
Steel Grove Capital Advisors, LLC
UNCHANGED3,1423,14200%$289.9K$307.1K+$17.2K2026-10-13
Parsons Capital Management Inc
NEW3,128—+3,128——$305.7K—2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED3,1195,351-2,232-42%$493.8K$304.9K-$188.9K2026-11-05
CRA Financial Services, LLC
INCREASED3,1142,926+188+6%$270.0K$304.4K+$34.4K2026-10-16
Benin Management Corp
UNCHANGED3,1033,10300%$286.3K$303.3K+$17.0K2026-10-22
Professional Financial Advisors, LLC
DECREASED3,0923,829-737-19%$353.3K$302.2K-$51.1K2026-10-13
Riversedge Advisors, LLC
INCREASED3,0872,709+378+14%$250.0K$301.7K+$51.8K2026-10-09
Foster Group, Inc.
INCREASED3,0803,072+8+0%$283.5K$301.1K+$17.6K2026-10-13
Brooklyn FI, LLC
NEW3,058—+3,058——$285.5K—2026-11-05
SeaCrest Wealth Management, LLC
DECREASED3,0473,193-146-5%$294.6K$297.8K+$3.2K2026-10-21
Axiom Investment Management LLC
DECREASED3,0423,229-187-6%$297.9K$297.3K-$5752026-11-03
Manuka Financial, LLC
UNCHANGED3,0403,04000%$280.5K$297.1K+$16.6K2026-10-16
Chilton Capital Management LLC
INCREASED3,0352,534+501+20%$233.8K$296.6K+$62.8K2026-10-28
Obermeyer Wealth Partners
DECREASED3,0323,093-61-2%$285.4K$296.3K+$11.0K2026-10-21
Cypress Capital Group
UNCHANGED3,0293,02900%$279.5K$296.1K+$16.6K2026-11-03
Cornerstone Planning, LLC
UNCHANGED3,0243,02400%$279.0K$279.0K$02026-10-27
Voisard Asset Management Group, Inc.
DECREASED3,0143,202-188-6%$295.4K$294.6K-$8602026-10-13
BNB Wealth Management, LLC
INCREASED3,0103,001+9+0%$276.9K$294.2K+$17.3K2026-10-28
Procyon Advisors, LLC
INCREASED3,0072,833+174+6%$261.4K$293.9K+$32.5K2026-10-21
Interchange Capital Partners, LLC
INCREASED2,9602,893+67+2%$267.0K$289.3K+$22.4K2026-10-28
Beaumont Financial Advisors, LLC
INCREASED2,9472,921+26+1%$269.6K$288.1K+$18.5K2026-10-22
Enterprise Financial Services Corp
INCREASED2,9322,810+122+4%$259.3K$286.6K+$27.3K2026-11-03
Trust Co of the South
UNCHANGED2,9222,92200%$269.6K$285.6K+$16.0K2026-10-21
Fortem Financial Group, LLC
NEW2,917—+2,917——$285.1K—2026-10-20
Pinnacle Bancorp, Inc.
INCREASED2,9112,813+98+3%$259.5K$284.5K+$25.0K2026-10-21
Physicians Financial Services, Inc.
DECREASED2,9002,950-50-2%$272.0K$283-$271.7K2026-11-04
Pines Wealth Management, LLC
INCREASED2,8872,881+6+0%$265.8K$282.2K+$16.3K2026-10-21
Riverbend Wealth Management, LLC
INCREASED2,8832,698+185+7%$248.9K$281.8K+$32.8K2026-10-15
Howard Bailey Securities, LLC
DECREASED2,8803,392-512-15%$313.0K$281.5K-$31.5K2026-10-27
Catalyst Investment Management LLC
UNCHANGED2,8762,87600%$265.3K$281.1K+$15.8K2026-10-21
Bison Wealth, LLC
INCREASED2,8582,583+275+11%$259.9K$277.4K+$17.6K2026-10-13
Verdence Capital Advisors LLC
INCREASED2,8542,764+90+3%$255.1K$279.0K+$23.9K2026-10-26
Basso Capital Management, L.P.
UNCHANGED2,8502,85000%$263.0K$278.6K+$15.6K2026-10-30
O'Keefe Stevens Advisory, Inc.
INCREASED2,8462,665+181+7%$245.9K$278.2K+$32.3K2026-10-09
Northside Capital Management, LLC
INCREASED2,8442,506+338+13%$231.2K$278.0K+$46.7K2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED2,8442,657+187+7%$245.2K$278.0K+$32.8K2026-10-13
Central Valley Advisors, LLC
UNCHANGED2,8382,83800%$261.9K$277.4K+$15.5K2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED2,8372,764+73+3%$255.0K$277.3K+$22.3K2026-11-04
Lebenthal Global Advisors, LLC
DECREASED2,8305,675-2,845-50%$523.7K$276.6K-$247.1K2026-10-28
Traveka Wealth, LLC
INCREASED2,8282,809+19+1%$259.2K$276.4K+$17.2K2026-10-19
Syntegra Private Wealth Group, LLC
NEW2,814—+2,814——$275.1K—2026-10-13
LJI Wealth Management, LLC
DECREASED2,8113,112-301-10%$287.1K$274.7K-$12.4K2026-10-28
Argos Wealth Advisors, LLC
DECREASED2,8082,849-41-1%$262.9K$274.5K+$11.6K2026-11-02
Stockman Wealth Management, Inc.
UNCHANGED2,8002,80000%$258.4K$273.7K+$15.3K2026-10-27
Davis Capital Management
INCREASED2,7922,713+79+3%$250.3K$272.9K+$22.6K2026-10-08
SteelPeak Wealth, LLC
DECREASED2,7915,737-2,946-51%$529.3K$272.8K-$256.5K2026-10-16
Grove Bank & Trust
INCREASED2,7742,685+89+3%$247.7K$271.1K+$23.4K2026-10-08
Summit Financial Wealth Advisors, LLC
INCREASED2,7582,581+177+7%$238.1K$269.6K+$31.4K2026-10-15
Wedge Capital Management L L P
DECREASED2,7462,830-84-3%$261.1K$268.4K+$7.3K2026-10-13
KPP Advisory Services LLC
NEW2,745—+2,745——$268.3K—2026-10-26
W.H. Cornerstone Investments Inc.
INCREASED2,7402,732+8+0%$252.1K$267.8K+$15.7K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED2,72032+2,688+8400%$3.0K$265.9K+$262.9K2026-10-30
Veratis Advisors, Inc.
DECREASED2,7143,314-600-18%$305.8K$265.3K-$40.5K2026-11-03
Elevation Wealth Partners, LLC
INCREASED2,7082,531+177+7%$233.5K$264.7K+$31.2K2026-10-07
Virtue Capital Management, LLC
DECREASED2,6996,216-3,517-57%$573.6K$263.8K-$309.8K2026-10-29
Laurel OAK Wealth Management, LLC
NEW2,694—+2,694——$263.3K—2026-10-19
Olistico Wealth, LLC
INCREASED2,6922,599+93+4%$239.8K$263.2K+$23.3K2026-10-05
Counterpoint Mutual Funds LLC
NEW2,691—+2,691——$263.0K—2026-10-16
Northbridge Financial Group, LLC
NEW2,690—+2,690——$260.4K—2026-11-05
Dynamic Wealth Strategies, LLC
INCREASED2,6842,682+2+0%$247.5K$262.3K+$14.9K2026-10-16
Cornell Pochily Investment Advisors, Inc.
INCREASED2,6822,580+102+4%$238.0K$262.2K+$24.1K2026-10-19
Lodestar Private Asset Management LLC
INCREASED2,6822,681+1+0%$247.4K$262.1K+$14.7K2026-10-26
Guyasuta Investment Advisors Inc
UNCHANGED2,6682,66800%$246.2K$260.8K+$14.6K2026-10-15
Asset Dedication, LLC
INCREASED2,6672,611+56+2%$240.9K$260.7K+$19.8K2026-11-03
Whalen Wealth Management Inc.
INCREASED2,6632,329+334+14%$214.9K$260.3K+$45.4K2026-10-08
Greystone Financial Group, LLC
INCREASED2,6492,647+2+0%$244.2K$258.9K+$14.7K2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED2,6463,159-513-16%$291.5K$258.6K-$32.9K2026-11-02
Cornerstone Wealth, LLC
UNCHANGED2,6452,64500%$271.9K$239.6K-$32.3K2026-10-28
Almanack Investment Partners, Llc.
INCREASED2,6442,586+58+2%$238.6K$258.4K+$19.8K2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED2,6442,687-43-2%$247.9K$258.5K+$10.6K2026-10-14
Allied Investment Advisors, LLC
UNCHANGED2,6392,63900%$243.5K$257.9K+$14.4K2026-10-13
Todd Wealth Management, LLC
DECREASED2,6382,906-268-9%$268.1K$257.8K-$10.3K2026-10-19
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,6202,664-44-2%$268.1K$250.4K-$17.7K2026-10-19
D'Orazio & Associates, Inc.
INCREASED2,6142,570+44+2%$237.1K$255.5K+$18.4K2026-11-04
Linden Thomas Advisory Services, LLC
UNCHANGED2,6142,61400%$241.2K$255.5K+$14.3K2026-10-19
Creative Financial Designs Inc
DECREASED2,6122,704-92-3%$249.5K$255.3K+$5.8K2026-11-04
True Private Wealth Advisors
DECREASED2,6002,631-31-1%$242.8K$254.1K+$11.4K2026-10-19
Reflection Asset Management
UNCHANGED2,6002,60000%$239.9K$254.1K+$14.2K2026-10-28
Grandfield & Dodd, LLC
UNCHANGED2,5892,58900%$238.9K$253.0K+$14.2K2026-10-29
Heritage Family Offices, LLP
NEW2,584—+2,584——$252.6K—2026-11-02
New Covenant Trust Company, N.A.
INCREASED2,5572,239+318+14%$206.6K$249.9K+$43.3K2026-10-08
Norway Savings Bank
DECREASED2,5502,780-230-8%$256.5K$249.2K-$7.3K2026-10-20
Mayfair Advisory Group, LLC
DECREASED2,5482,610-62-2%$266.1K$249.0K-$17.1K2026-10-20
D.B. Root & Company, LLC
INCREASED2,5472,439+108+4%$225.0K$248.9K+$23.9K2026-11-04
L. Roy Papp & Associates, LLP
INCREASED2,5302,528+2+0%$233.2K$247.3K+$14.0K2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED2,5252,533-80%$233.7K$246.8K+$13.1K2026-10-23
Capstone Wealth Management, LLC
NEW2,501—+2,501——$244.4K—2026-11-02
Knuff & Co LLC
DECREASED2,5002,600-100-4%$239.9K$244.4K+$4.4K2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED2,4982,651-153-6%$244.7K$244.2K-$5032026-10-29
Silverlake Wealth Management LLC
INCREASED2,4942,436+58+2%$224.8K$243.8K+$19.0K2026-10-21
Clearwave Capital, LLC
INCREASED2,4912,483+8+0%$229.1K$243.4K+$14.3K2026-10-27
Birch Hill Investment Advisors LLC
DECREASED2,4902,630-140-5%$242.7K$243.4K+$7042026-10-16
Burns Matteson Capital Management, LLC
DECREASED2,4702,588-118-5%$238.8K$241.5K+$2.7K2026-10-16
LeConte Wealth Management, LLC
INCREASED2,4632,310+153+7%$213.1K$240.7K+$27.6K2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED2,4622,339+123+5%$215.8K$240.6K+$24.8K2026-10-27
Private Advisory Group LLC
DECREASED2,4572,482-25-1%$229.0K$240.1K+$11.1K2026-11-06
NBZ Investment Advisors LLC
UNCHANGED2,4552,45500%$226.5K$240.0K+$13.5K2026-10-30
Five Oceans Advisors
DECREASED2,4322,556-124-5%$235.8K$237.7K+$1.9K2026-10-22
Midwest Financial Group LLC
INCREASED2,4252,266+159+7%$209.1K$237.0K+$27.9K2026-10-15
Bennett Selby Investments LP
NEW2,414—+2,414——$236.0K—2026-10-19
Marest Capital, LLC
INCREASED2,4002,398+2+0%$221.3K$235.0K+$13.7K2026-10-23
WP Advisors, LLC
NEW2,397—+2,397——$234.3K—2026-10-22
Penobscot Investment Management Company, Inc.
NEW2,395—+2,395——$234.1K—2026-10-26
Kaufman Rossin Wealth, LLC
NEW2,378—+2,378——$232.4K—2026-10-19
Segment Wealth Management, LLC
UNCHANGED2,3762,37600%$219.2K$232.2K+$13.0K2026-10-26
J.M. Arbour, LLC
INCREASED2,3742,324+50+2%$214.4K$232.0K+$17.6K2026-11-05
Stevens Capital Partners
DECREASED2,3742,397-23-1%$221.1K$232.0K+$10.9K2026-10-29
Prospera Capital Management, LLC
INCREASED2,3642,358+6+0%$237.2K$231.0K-$6.2K2026-10-19
Cherry Creek Investment Advisors, Inc.
INCREASED2,3512,349+2+0%$216.7K$229.8K+$13.1K2026-10-14
Sather Financial Group Inc
UNCHANGED2,3512,35100%$216.9K$229.8K+$12.9K2026-10-30
Hamilton Capital, LLC
NEW2,340—+2,340——$228.7K—2026-10-08
Balefire, LLC
DECREASED2,3142,408-94-4%$222.2K$226.2K+$4.0K2026-10-09
Jacobsen Capital Management
INCREASED2,3102,297+13+1%$211.9K$225.8K+$13.8K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,3022,256+46+2%$208.2K$225.0K+$16.8K2026-10-14
Marino, Stram & Associates LLC
NEW2,296—+2,296——$224.4K—2026-10-22
Ignite Planners, LLC
INCREASED2,2842,283+1+0%$210.6K$223.2K+$12.6K2026-10-14
ZWJ Investment Counsel Inc
DECREASED2,2822,387-105-4%$220.2K$223.0K+$2.8K2026-10-15
Smith Salley Wealth Management
NEW2,277—+2,277——$222.5K—2026-11-03
Three Bridge Wealth Advisors, LLC
UNCHANGED2,2742,27400%$209.8K$222.2K+$12.4K2026-11-05
Corundum Group, Inc.
DECREASED2,2542,360-106-4%$217.8K$220.3K+$2.5K2026-10-28
First Business Financial Services, Inc.
DECREASED2,2503,014-764-25%$278.1K$219.9K-$58.2K2026-10-29
Fell Capital Management
UNCHANGED2,2502,25000%$207.6K$219.9K+$12.3K2026-10-09
Jacobi Capital Management LLC
DECREASED2,2392,767-528-19%$255.3K$218.9K-$36.4K2026-11-05
BankPlus Trust Department
UNCHANGED2,2342,23400%$206.1K$218.4K+$12.2K2026-11-06
Wakefield Asset Management Lllp
NEW2,217—+2,217——$216.7K—2026-11-05
Cyndeo Wealth Partners, LLC
NEW2,217—+2,217——$216.7K—2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED2,2172,204+13+1%$203.4K$216.7K+$13.4K2026-11-03
Walkner Condon Financial Advisors LLC
NEW2,211—+2,211——$216.1K—2026-11-02
Ejmk Ventures LLC
NEW2,206—+2,206——$215.6K—2026-10-21
Flagship Harbor Advisors, LLC
INCREASED2,2022,198+4+0%$202.8K$215.2K+$12.4K2026-10-26
Meyer Handelman Co
UNCHANGED2,2002,20000%$203.0K$215.0K+$12.0K2026-10-28
Manchester Capital Management LLC
DECREASED2,1872,341-154-7%$216.0K$213.8K-$2.2K2026-10-22
Mach-1 Financial Group, LLC
DECREASED2,1812,202-21-1%$203.2K$213.2K+$10.0K2026-11-06
ProCore Advisors, LLC
NEW2,179—+2,179——$212.9K—2026-10-14
Brian LOW Financial Group, LLC
NEW2,178—+2,178——$212.9K—2026-10-28
SBI Securities Co., Ltd.
INCREASED2,1732,101+72+3%$193.9K$212.4K+$18.5K2026-10-22
R. W. Roge & Company, Inc.
UNCHANGED2,1702,17000%$200.0K$212-$199.8K2026-11-04
Birchbrook, Inc.
UNCHANGED2,1672,16700%$200.0K$211.8K+$11.9K2026-10-14
Hendershot Investments Inc.
UNCHANGED2,1652,16500%$199.8K$211.6K+$11.8K2026-11-05
Revolve Wealth Partners, LLC
DECREASED2,1552,171-16-1%$200.3K$210.7K+$10.3K2026-10-23
Gilpin Wealth Management, LLC
INCREASED2,1532,146+7+0%$198.0K$210.4K+$12.4K2026-10-09
Firestone Capital Management
NEW2,144—+2,144——$209.6K—2026-11-03
Harbour Trust & Investment Management Co
NEW2,139—+2,139——$209.1K—2026-10-28
Lynx Investment Advisory
NEW2,138—+2,138——$209.0K—2026-10-27
Verus Capital Partners, LLC
NEW2,138—+2,138——$209.0K—2026-11-03
Lighthouse Wealth Management Inc.
NEW2,110—+2,110——$206.2K—2026-10-13
Acorn Financial Advisory Services Inc
NEW2,103—+2,103——$205.6K—2026-11-02
Vanguard Capital Wealth Advisors
DECREASED2,1003,100-1,000-32%$286.0K$205.3K-$80.8K2026-10-16
Straight Path Wealth Management
NEW2,098—+2,098——$205.1K—2026-10-23
Encompass More Asset Management
NEW2,096—+2,096——$204.9K—2026-10-16
Kaizen Financial Strategies
NEW2,093—+2,093——$204.6K—2026-10-09
Uniting Wealth Partners, LLC
NEW2,090—+2,090——$204.3K—2026-11-06
TrustBank
UNCHANGED2,0882,08800%$192.7K$204.1K+$11.4K2026-10-20
Spartan Planning & Wealth Management
NEW2,087—+2,087——$203.9K—2026-10-13
1900 Wealth Management LLC
NEW2,082—+2,082——$203.5K—2026-10-13
First Nebraska Trust Co
NEW2,062—+2,062——$201.5K—2026-10-30
Cynosure Group, LLC
NEW2,061—+2,061——$201.4K—2026-11-03
WestHill Financial Advisors, Inc.
DECREASED2,0602,250-190-8%$207.6K$201.3K-$6.3K2026-10-14
Arsenal Capital Advisors LLC
NEW2,055—+2,055——$200.9K—2026-11-02
Cove Private Wealth, LLC
NEW2,054—+2,054——$200.8K—2026-10-28
Sapient Capital LLC
NEW2,049—+2,049——$200.3K—2026-10-08
RVW Wealth, LLC
NEW2,048—+2,048——$200.2K—2026-10-06
Rydar Equities, Inc.
INCREASED2,0202,015+5+0%$203.5K$193.1K-$10.5K2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED1,9361,93600%$179$189+$102026-10-13
Rossby Financial, LCC
INCREASED1,9321,744+188+11%$160.9K$188.8K+$27.9K2026-11-05
Fulcrum Asset Management LLP
NEW1,922—+1,922——$190.5K—2026-11-04
First Command Advisory Services, Inc.
INCREASED1,9151,159+756+65%$106.9K$187.2K+$80.2K2026-11-05
Toth Financial Advisory Corp
INCREASED1,7671,720+47+3%$158.7K$172.7K+$14.0K2026-10-08
Latitude Advisors, LLC
NEW1,760—+1,760——$172.0K—2026-10-27
Hartford Financial Management Inc.
UNCHANGED1,7421,74200%$160.7K$170.3K+$9.5K2026-10-21
Tower View Wealth Management LLC
UNCHANGED1,7001,70000%$156.9K$166.2K+$9.3K2026-10-23
Eurizon SLJ Capital Ltd
DECREASED1,6781,726-48-3%$159.3K$164.0K+$4.8K2026-11-06
Bell Investment Advisors, Inc
INCREASED1,6701,597+73+5%$147.4K$163.2K+$15.9K2026-10-29
Pflug Koory, LLC
UNCHANGED1,6621,66200%$153.3K$162.4K+$9.1K2026-10-26
Ares Financial Consulting, LLC
INCREASED1,6561,631+25+2%$150.5K$161.9K+$11.4K2026-10-19
SRH Advisors, LLC
UNCHANGED1,6551,65500%$152.7K$161.8K+$9.1K2026-10-22
Bayforest Capital Ltd
NEW1,590—+1,590——$155.4K—2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED1,5511,192+359+30%$110.0K$151.6K+$41.6K2026-10-16
MTM Investment Management, LLC
UNCHANGED1,5451,54500%$142.6K$151.0K+$8.5K2026-10-30
City State Bank
UNCHANGED1,5261,52600%$140.8K$149.2K+$8.3K2026-10-20
MV Capital Management, Inc.
DECREASED1,5161,534-18-1%$141.5K$148.2K+$6.6K2026-10-29
Proathlete Wealth Management LLC
INCREASED1,4911,267+224+18%$117.0K$145.8K+$28.8K2026-10-15
Yankcom Partnership
UNCHANGED1,4401,44000%$132.9K$140.7K+$7.9K2026-10-15
Barrett & Company, Inc.
UNCHANGED1,4071,40700%$129.8K$137.5K+$7.7K2026-10-22
Hilltop National Bank
INCREASED1,399715+684+96%$66.0K$136.7K+$70.8K2026-10-14
Harbor Investment Advisory, LLC
INCREASED1,3511,178+173+15%$108.7K$132.0K+$23.4K2026-10-13
Asset Planning,Inc
UNCHANGED1,3491,34900%$124.4K$131.9K+$7.5K2026-10-26
DT Investment Partners, LLC
UNCHANGED1,3481,34800%$124.4K$131.8K+$7.4K2026-10-27
Essential Partners LLC
INCREASED1,3301,209+121+10%$111.6K$130.0K+$18.4K2026-10-14
Wilkerson Advisory Group LLC
INCREASED1,3201,295+25+2%$119.5K$129.0K+$9.5K2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED1,2671,26700%$116.9K$123.8K+$6.9K2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED1,2641,26400%$116.6K$123.5K+$6.9K2026-10-22
Community Bank, N.A.
UNCHANGED1,2501,25000%$115.3K$122.2K+$6.8K2026-11-06
Silver Grove Financial Group, Inc.
INCREASED1,2451,151+94+8%$106.2K$121.7K+$15.5K2026-11-05
Concord Wealth Partners
INCREASED1,2341,186+48+4%$109.4K$120.6K+$11.2K2026-11-02
Fortitude Family Office, LLC
INCREASED1,2321,079+153+14%$99.6K$120.4K+$20.9K2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED1,2201,22000%$112.6K$119.2K+$6.7K2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED1,2021,20200%$110.9K$117.5K+$6.6K2026-10-19
Capital Advisors, Ltd. LLC
INCREASED1,1491,067+82+8%$98$112+$142026-10-27
Birch Financial Group, LLC
NEW1,138—+1,138——$111.2K—2026-10-27
Entrust Financial LLC
DECREASED1,1361,139-30%$105.1K$111.1K+$6.0K2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED1,1301,13000%$104.3K$110.4K+$6.2K2026-10-27
First Bancorp, Inc
UNCHANGED1,1251,12500%$103.8K$110.0K+$6.2K2026-10-26
Eastern Bank
UNCHANGED1,0961,09600%$101.1K$107.1K+$6.0K2026-10-05
Nvwm, LLC
INCREASED1,084515+569+110%$47.5K$106.0K+$58.4K2026-10-14
Westside Investment Management, Inc.
UNCHANGED1,0561,05600%$97.4K$102.5K+$5.1K2026-11-02
Center for Financial Planning, Inc.
UNCHANGED1,0201,02000%$94.1K$99.7K+$5.6K2026-10-26
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,0001,00000%$92.0K$98-$91.9K2026-11-02
Highline Wealth Partners LLC
INCREASED981895+86+10%$82.6K$95.9K+$13.3K2026-10-19
Signature Equity Partners, LLC
INCREASED977782+195+25%$72.2K$95.5K+$23.3K2026-10-29
Align Financial, LLC
INCREASED935931+4+0%$85.9K$91.4K+$5.5K2026-10-16
Golden State Wealth Management, LLC
DECREASED886936-50-5%$86.4K$86.6K+$2152026-11-02
Buck Wealth Strategies, LLC
INCREASED868835+33+4%$77.0K$84.9K+$7.9K2026-10-28
Covestor Ltd
DECREASED8391,058-219-21%$98.0K$82-$97.9K2026-10-30
Harbor Asset Planning, Inc.
INCREASED769767+2+0%$70.8K$75.2K+$4.4K2026-10-23
Disciplina Capital Management LLC
INCREASED768766+2+0%$70.7K$75.1K+$4.4K2026-11-06
True Wealth Design, LLC
INCREASED757560+197+35%$51.7K$74.0K+$22.3K2026-10-13
North Star Investment Management Corp.
INCREASED755594+161+27%$54.8K$73.8K+$19.0K2026-10-27
GGM Financial LLC
INCREASED748747+1+0%$69.0K$73.1K+$4.1K2026-11-05
Signature Resources Capital Management, LLC
DECREASED731781-50-6%$72.1K$71.4K-$6152026-10-16
Physician Wealth Advisors, Inc.
INCREASED730323+407+126%$29.8K$71.4K+$41.6K2026-10-20
Clark Wealth Partners
INCREASED707552+155+28%$50.9K$69.1K+$18.2K2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED7038+695+8688%$738$68.7K+$68.0K2026-10-29
Your Advocates Ltd., LLP
NEW697—+697——$68.1K—2026-11-03
Vaquero Private Wealth, LTD
NEW677—+677——$66.1K—2026-10-27
Chung Wu Investment Group, LLC
NEW660—+660——$64.5K—2026-11-03
Fairscale Capital, LLC
INCREASED629544+85+16%$50.2K$55.4K+$5.2K2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED62362300%$57.5K$60.9K+$3.5K2026-10-23
West Paces Advisors Inc.
DECREASED622645-23-4%$59.5K$60.8K+$1.3K2026-10-13
Cedar Mountain Advisors, LLC
INCREASED618617+1+0%$57.0K$60.4K+$3.4K2026-10-15
Hughes Financial Services, LLC
INCREASED611605+6+1%$55.8K$54.7K-$1.2K2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED603602+1+0%$55.6K$58.9K+$3.4K2026-10-26
Owl Creek Wealth Partners LLC
DECREASED602626-24-4%$57.8K$58.8K+$1.1K2026-10-20
WPG Advisers, LLC
INCREASED599545+54+10%$50.3K$58.5K+$8.3K2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED581692-111-16%$63.9K$56.8K-$7.1K2026-11-06
Carolina Wealth Advisors, LLC
UNCHANGED56556500%$52.1K$55.2K+$3.1K2026-10-23
William Mack & Associates, Inc.
NEW558—+558——$54.5K—2026-10-27
Reyes Financial Architecture, Inc.
INCREASED53690+446+496%$8.3K$52.4K+$44.1K2026-10-22
Gen-Wealth Partners Inc
UNCHANGED51851800%$47.8K$50.6K+$2.8K2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED50050000%$46.1K$48.9K+$2.7K2026-10-09
Compass Financial Management LLC
INCREASED493293+200+68%$27.0K$48.2K+$21.2K2026-10-30
Trust Co
UNCHANGED49249200%$45.4K$48.1K+$2.7K2026-10-09
Duncker Streett & Co Inc
INCREASED490488+2+0%$45.1K$47.9K+$2.8K2026-10-27
Key FInancial Inc
INCREASED487476+11+2%$43.9K$47.6K+$3.7K2026-11-02
StrongBox Wealth, LLC
DECREASED484508-24-5%$46.9K$47.3K+$4332026-11-02
Private Wealth Management Group, LLC
UNCHANGED48148100%$44.4K$47.0K+$2.6K2026-10-19
Country Trust Bank
DECREASED479497-18-4%$45.9K$46.8K+$9602026-10-30
Washington Trust Advisors, Inc.
INCREASED468447+21+5%$41.2K$45.7K+$4.5K2026-10-22
First Premier Bank
UNCHANGED45045000%$42$44+$22026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED44744700%$41.2K$43.6K+$2.4K2026-10-28
Bayban
UNCHANGED44344300%$40.9K$40.9K$02026-11-05
Joseph Group Capital Management
INCREASED442267+175+66%$24.6K$43.2K+$18.6K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED436435+1+0%$40.2K$42.6K+$2.4K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4241,957-1,533-78%$180.6K$41.4K-$139.1K2026-10-14
GK Wealth Management LLC
NEW420—+420——$41.1K—2026-10-09
First Financial Corp
UNCHANGED41841800%$38.6K$40.9K+$2.3K2026-10-13
Steph & Co
INCREASED401336+65+19%$31.0K$39.2K+$8.2K2026-10-07
Valued Wealth Advisors LLC
INCREASED400345+55+16%$31.9K$39.1K+$7.2K2026-11-05
Accordant Advisory Group Inc
UNCHANGED40040000%$36.9K$39.1K+$2.2K2026-10-29
CGC Financial Services, LLC
UNCHANGED40040000%$36.9K$39.1K+$2.2K2026-10-13
IAG Wealth Partners, LLC
UNCHANGED40040000%$36.9K$39.1K+$2.2K2026-11-06
Bullock Wealth Management Group
UNCHANGED39739700%$38.0K$39.0K+$1.0K2026-10-09
American Capital Advisory, LLC
UNCHANGED39539500%$36.4K$38.6K+$2.2K2026-10-28
Albion Financial Group
INCREASED391310+81+26%$28.6K$38.2K+$9.6K2026-10-21
Investors Research Corp
DECREASED390487-97-20%$44.9K$38.1K-$6.8K2026-10-07
Mascoma Wealth Management LLC
INCREASED374218+156+72%$20.1K$36.6K+$16.4K2026-10-23
Towne Trust Company, N.a
UNCHANGED36636600%$33.8K$35.8K+$2.0K2026-10-28
Axxion S.A.
UNCHANGED35835800%$33.0K$35.0K+$2.0K2026-10-22
Avion Wealth
INCREASED356333+23+7%$30$34+$42026-11-04
Ascentis Wealth Management, LLC
NEW355—+355——$34.7K—2026-11-03
Main Street Group, LTD
UNCHANGED35235200%$32.5K$34.4K+$1.9K2026-10-28
Byrne Asset Management LLC
UNCHANGED34434400%$31.7K$33.8K+$2.1K2026-10-06
Arlington Trust Co LLC
INCREASED340274+66+24%$25.3K$33.2K+$8.0K2026-10-20
Peterson Wealth Management
NEW335—+335——$32.7K—2026-11-06
Aventus Investment Advisors, Inc.
UNCHANGED33033000%$30.4K$32.3K+$1.8K2026-10-09
SBK Financial, Inc.
UNCHANGED31031000%$28.6K$30.3K+$1.7K2026-11-02
High Note Wealth, LLC
INCREASED302121+181+150%$11.2K$29.5K+$18.4K2026-10-27
Northstar Asset Management Co
UNCHANGED30030000%$30.6K$27.5K-$3.1K2026-10-22
Princeton Global Asset Management LLC
UNCHANGED29629600%$27.3K$28.9K+$1.6K2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED288242+46+19%$22.4K$28.1K+$5.7K2026-11-03
GoalVest Advisory LLC
INCREASED287285+2+1%$26.3K$28.1K+$1.8K2026-10-02
Rothwell Investment Advisors, LLC
NEW280—+280——$27.4K—2026-11-06
Acumen Wealth Advisors, LLC
INCREASED270176+94+53%$16.2K$26.4K+$10.2K2026-11-05
Beacon Financial Strategies Corp
DECREASED267292-25-9%$26.9K$26.1K-$8462026-10-14
CKW Financial Group
UNCHANGED25625600%$25$25$02026-10-29
Gables Capital Management Inc.
UNCHANGED24924900%$23.0K$24.3K+$1.4K2026-11-04
John Boyer, Inc.
NEW246—+246——$24.1K—2026-10-27
Vision Financial Markets LLC
INCREASED245244+1+0%$23.3K$24.0K+$6572026-10-22
Guardian Partners Inc.
UNCHANGED24324300%$22.4K$23.8K+$1.3K2026-10-21
LFA - Lugano Financial Advisors SA
UNCHANGED23523500%$21.7K$23.0K+$1.3K2026-11-03
Roxbury Financial LLC
UNCHANGED22822800%$21.0K$22.3K+$1.2K2026-10-01
Hurley Capital, LLC
DECREASED226227-10%$20.9K$22.1K+$1.2K2026-11-05
Financial Network Wealth Advisors LLC
INCREASED221190+31+16%$17.5K$21.6K+$4.1K2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED216350-134-38%$32.3K$21.1K-$11.2K2026-10-13
Bare Financial Services, Inc
INCREASED215193+22+11%$17.8K$21.0K+$3.2K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED21521500%$19.8K$21.0K+$1.2K2026-10-29
DeDora Capital, Inc.
NEW213—+213——$20.8K—2026-10-26
Pathway Financial Advisers, LLC
NEW210—+210——$20.5K—2026-10-27
Piscataqua Savings Bank
UNCHANGED20720700%$19.1K$20.2K+$1.1K2026-10-21
Balance Wealth Partners LLC
NEW203—+203——$19.8K—2026-10-27
Rakuten Securities, Inc.
INCREASED2034+199+4975%$369$19.8K+$19.5K2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20020000%$18.5K$19.5K+$1.1K2026-10-20
Salomon & Ludwin, LLC
DECREASED197204-7-3%$19.5K$19.3K-$2842026-10-29
Activest Wealth Management
INCREASED19696+100+104%$8.9K$19.2K+$10.3K2026-10-15
Matrix Trust Co
INCREASED196175+21+12%$16$19+$32026-10-07
Horizon Financial Services, LLC
INCREASED195182+13+7%$16.8K$19.1K+$2.3K2026-11-04
J.Safra Asset Management Corp
DECREASED191425-234-55%$39.2K$18.7K-$20.5K2026-11-03
KFG LLC
NEW188—+188——$18.4K—2026-11-02
Sunrise Financial Services, LLC
DECREASED185192-7-4%$17.7K$18.1K+$3662026-10-21
Coston, McIsaac & Partners
UNCHANGED18318300%$16$18.0K+$18.0K2026-11-06
Abound Wealth Management
INCREASED174107+67+63%$9.8K$17.0K+$7.2K2026-10-26
First United Bank & Trust
UNCHANGED17317300%$16.0K$16.9K+$9462026-10-22
Trifecta Capital Advisors, LLC
DECREASED171175-4-2%$16.2K$16.7K+$5672026-10-21
Adirondack Trust Co
UNCHANGED16516500%$15.2K$16.1K+$9022026-10-14
Global Trust Asset Management, LLC
UNCHANGED16416400%$15.1K$16.0K+$8972026-10-19
Kings Path Partners LLC
DECREASED163167-4-2%$15.4K$15.9K+$5232026-10-21
Trellis Wealth Advisors LLC
NEW159—+159——$15.5K—2026-10-19
Markowski Investments
UNCHANGED15315300%$14.1K$15.0K+$8662026-10-30
Hoese & Co LLP
UNCHANGED15215200%$14.0K$14.9K+$8322026-10-21
New England Capital Financial Advisors LLC
UNCHANGED14514500%$13.3K$14.2K+$8332026-11-03
American National Bank & Trust
UNCHANGED14314300%$13.2K$14.0K+$7822026-10-07
McCarley & Cook Financial Planners
UNCHANGED13813800%$12.7K$13.5K+$7552026-10-21
10Elms LLP
NEW135—+135——$13.2K—2026-11-06
Tounjian Advisory Partners, LLC
INCREASED13444+90+205%$4.1K$13.1K+$9.1K2026-11-04
IMG Wealth Management, Inc.
INCREASED12391+32+35%$8.4K$12.0K+$3.6K2026-10-27
Creative Capital Management Investments LLC
INCREASED123112+11+10%$10.3K$12.0K+$1.7K2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED11611600%$10.7K$11.3K+$6352026-10-30
Bfsg, LLC
NEW112—+112——$10.9K—2026-10-30
Burk Holdings LLC
INCREASED10957+52+91%$5.3K$10.7K+$5.4K2026-11-05
Gleason Group, Inc.
UNCHANGED10810800%$10.0K$10.6K+$5912026-10-15
Miller Wealth Advisors, LLC
UNCHANGED10010000%$9.2K$9.8K+$5472026-11-02
Monetary Solutions, Ltd
UNCHANGED10010000%$9.2K$9.8K+$5472026-10-22
Sfam, LLC
UNCHANGED10010000%$9.2K$9.8K+$5472026-11-03
Planning Strategies Inc.
DECREASED9598-3-3%$9.0K$9.3K+$2432026-10-02
Retirement Wealth Solutions LLC
INCREASED9368+25+37%$6.3K$9.1K+$2.8K2026-10-07
UMB Private Wealth Management, LLC
NEW88—+88——$8.6K—2026-10-19
TFC Financial Management, Inc.
UNCHANGED888800%$8.1K$8.6K+$4822026-10-26
Marquette Asset Management, LLC
UNCHANGED868600%$7.9K$8.4K+$4702026-10-09
Intelligent Financial Strategies
NEW84—+84——$8.2K—2026-10-16
Winch Advisory Services, LLC
UNCHANGED848400%$6.9K$7.1K+$1802026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED838300%$7.7K$8.1K+$4542026-10-16
Raleigh Capital Management Inc.
UNCHANGED838300%$7.7K$8.1K+$4592026-10-28
Nfsg Corp
DECREASED82108-26-24%$10.0K$8.0K-$1.9K2026-10-15
Vermillion Wealth Management, Inc.
DECREASED80200-120-60%$18.5K$7.8K-$10.6K2026-10-26
Centerpoint Advisors, LLC
UNCHANGED777700%$7$7$02026-11-05
United Financial Planning Group LLC
UNCHANGED757500%$6.9K$7.3K+$4112026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED696900%$6.4K$6.7K+$3772026-10-23
Nvest Wealth Strategies, Inc.
INCREASED6755+12+22%$5.1K$6.6K+$1.5K2026-10-14
Holos Integrated Wealth LLC
UNCHANGED656500%$6.6K$5.8K-$8022026-10-23
Pacifica Partners Inc.
DECREASED60101-41-41%$9.8K$5.9K-$3.9K2026-10-09
Kingdom Financial Group Llc.
DECREASED57184-127-69%$17.0K$5.5K-$11.5K2026-11-04
Torren Management, LLC
UNCHANGED575700%$5.3K$5.6K+$3182026-10-29
WestEnd Advisors, LLC
UNCHANGED575700%$5.3K$5.6K+$3122026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW47—+47——$5—2026-10-14
Hoey Investments, Inc
UNCHANGED393900%$3.6K$3.8K+$2132026-10-29
Key Capital Management, Inc
INCREASED3519+16+84%$1.8K$3.4K+$1.7K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED3433+1+3%$3.0K$3.3K+$2302026-11-02
PayPay Securities Corp
UNCHANGED343400%$3.1K$3.3K+$1862026-10-27
NBH Bank
NEW33—+33——$3.2K—2026-11-05
DecisionPoint Financial, LLC
INCREASED3328+5+18%$2.7K$3.3K+$5652026-10-27
1620 Investment Advisors, Inc.
UNCHANGED333300%$3.0K$3.2K+$1802026-11-04
Elevated Capital Advisors, LLC
UNCHANGED303000%$2.8K$2.9K+$1642026-11-04
Breakwater Investment Management
NEW29—+29——$2.8K—2026-10-20
Birchwood Financial Partners, Inc.
NEW28—+28——$2.7K—2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED272700%$2.5K$2.6K+$1472026-10-07
Richardson Financial Services Inc.
NEW23—+23——$2.2K—2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW23—+23——$2.2K—2026-10-15
Fairman Group, LLC
UNCHANGED232300%$2.1K$2.2K+$1262026-10-26
Aspect Partners, LLC
UNCHANGED191900%$1.8K$1.9K+$1032026-10-20
Register Financial Advisors LLC
INCREASED1513+2+15%$1.2K$1.5K+$2662026-10-23
Mosley Wealth Management
UNCHANGED131300%$1.2K$1.2K+$242026-10-16
Navigoe, LLC
UNCHANGED131300%$1$1$02026-11-04
Evolution Wealth Management Inc.
DECREASED12104-92-88%$9.6K$1.2K-$8.4K2026-10-28
Phillip James Consulting Co.
UNCHANGED121200%$1.1K$1.2K+$662026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED111100%$1.0K$1.1K+$602026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED720-13-65%$1.9K$685-$1.2K2026-10-23
NorthAvenue LLC
UNCHANGED7700%$646$685+$392026-10-29
Maryland Capital Advisors Inc.
UNCHANGED4400%$370$391+$212026-10-15
Redwood Park Advisors LLC
UNCHANGED4400%$370$391+$212026-11-02
Maseco LLP
NEW1—+1——$98—2026-10-27
Laurel Wealth Advisors LLC
NEW1—+1——$98—2026-10-27
Financially Speaking Inc
UNCHANGED1100%$94$98+$42026-11-05
Midwest Capital Advisors, LLC
UNCHANGED1100%$93$99+$62026-11-04
Algebris (UK) LTD
CLOSED0252,717-252,717-100%$23.2M$0-$23.2M2026-11-06
Imc-Chicago, LLC
CLOSED0159,940-159,940-100%$14.8M$0-$14.8M2026-11-05
Premier Fund Managers Ltd
CLOSED0119,287-119,287-100%$10.8K$0-$10.8K2026-11-02
Capricorn Fund Managers Ltd
CLOSED073,700-73,700-100%$6.8M$0-$6.8M2026-11-03
Secure Asset Management, LLC
CLOSED047,530-47,530-100%$4.4M$0-$4.4M2026-10-19
AGF Management LTD
CLOSED033,386-33,386-100%$3.1M$0-$3.1M2026-11-03
Argus Investors' Counsel, Inc.
CLOSED024,598-24,598-100%$2.3M$0-$2.3M2026-10-09
Jefferies Financial Group Inc.
CLOSED023,288-23,288-100%$2.1M$0-$2.1M2026-11-05
Arjuna Capital
CLOSED018,922-18,922-100%$1.7M$0-$1.7M2026-11-03
New England Research & Management, Inc.
CLOSED016,325-16,325-100%$1.5M$0-$1.5M2026-10-16
Islay Capital Management, LLC
CLOSED012,536-12,536-100%$1.2M$0-$1.2M2026-10-20
West Financial Advisors, LLC
CLOSED09,000-9,000-100%$830.4K$0-$830.4K2026-10-22
Arista Wealth Management, LLC
CLOSED06,000-6,000-100%$553.6K$0-$553.6K2026-10-29
Confluence Wealth Services, Inc.
CLOSED03,645-3,645-100%$336.3K$0-$336.3K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED03,507-3,507-100%$323.6K$0-$323.6K2026-11-03
Johnson Financial Group, LLC
CLOSED03,182-3,182-100%$293.6K$0-$293.6K2026-11-03
James J. Burns & Company, LLC
CLOSED02,882-2,882-100%$265.9K$0-$265.9K2026-10-22
Convergence Financial, LLC
CLOSED02,662-2,662-100%$245.6K$0-$245.6K2026-10-27
Investment House LLC
CLOSED02,615-2,615-100%$241.3K$0-$241.3K2026-10-21
Strategic Blueprint, LLC
CLOSED02,531-2,531-100%$233.6K$0-$233.6K2026-10-22
Hennessy Advisors Inc
CLOSED02,500-2,500-100%$230.7K$0-$230.7K2026-10-28
Laurion Capital Management LP
CLOSED02,471-2,471-100%$228.0K$0-$228.0K2026-10-30
Morling Financial Advisors, LLC
CLOSED02,305-2,305-100%$212.7K$0-$212.7K2026-10-28
Teamwork Financial Advisors, LLC
CLOSED02,223-2,223-100%$205.1K$0-$205.1K2026-10-19
McLean Asset Management Corp
CLOSED02,050-2,050-100%$215.7K$0-$215.7K2026-11-06
Wellington Grp LLC
CLOSED01,421-1,421-100%$133.5K$0-$133.5K2026-11-06
Zega Investments, LLC
CLOSED01,362-1,362-100%$125.7K$0-$125.7K2026-11-04
Sherman Asset Management, Inc.
CLOSED01,214-1,214-100%$112.0K$0-$112.0K2026-11-05
Atlatl Advisers LLC
CLOSED01,170-1,170-100%$108.0K$0-$108.0K2026-10-22
Catalyst Capital Advisors LLC
CLOSED0935-935-100%$86.3K$0-$86.3K2026-11-02
Cornerstone Planning Group LLC
CLOSED0796-796-100%$80.2K$0-$80.2K2026-10-16
Strategic Wealth Advisors LLC
CLOSED0720-720-100%$71$0-$712026-11-06
One River Asset Management, LLC
CLOSED0652-652-100%$60.2K$0-$60.2K2026-10-21
Focused Wealth Management, Inc
CLOSED0507-507-100%$46.8K$0-$46.8K2026-10-30
Summit Securities Group LLC
CLOSED0379-379-100%$35.0K$0-$35.0K2026-11-05
Stone House Investment Management, LLC
CLOSED0300-300-100%$27.7K$0-$27.7K2026-10-23
Robinswood Financial LLC
CLOSED0264-264-100%$24.4K$0-$24.4K2026-10-20
First Pacific Financial
CLOSED0127-127-100%$11.7K$0-$11.7K2026-10-14
Contravisory Investment Management, Inc.
CLOSED0112-112-100%$10.3K$0-$10.3K2026-10-13
LifeSteps Financial, Inc.
CLOSED046-46-100%$4.2K$0-$4.2K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED020-20-100%$1.9K$0-$1.9K2026-10-29
Whipplewood Advisors, LLC
CLOSED020-20-100%$1.8K$0-$1.8K2026-10-20
Strengthening Families & Communities, LLC
CLOSED020-20-100%$1.8K$0-$1.8K2026-10-21
Decker Retirement Planning Inc.
CLOSED017-17-100%$1.6K$0-$1.6K2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED016-16-100%$1.5K$0-$1.5K2026-10-16
Southern Michigan Bank & Trust
CLOSED011-11-100%$1.0K$0-$1.0K2026-10-19
Downshift Financial, LLC
CLOSED010-10-100%$923$0-$9232026-10-13
Mechanics Financial Corp
CLOSED010-10-100%$923$0-$9232026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$519.2K$619.6K+$100.4K2026-10-29
BlackRock, Inc.
N/A—134,414,949-134,414,949-100%$12.4B———
Vanguard Capital Management LLC
N/A—107,329,957-107,329,957-100%$9.9B———
Dodge & COX
N/A—76,968,323-76,968,323-100%$7.1B———
State Street Corp
N/A—73,174,188-73,174,188-100%$6.8B———
JPMorgan Chase & Co
N/A—49,165,186-49,165,186-100%$4.5B———
FMR LLC
N/A—44,265,455-44,265,455-100%$4.1B———
Price T Rowe Associates Inc
N/A—43,292,139-43,292,139-100%$4.0B———
Franklin Resources Inc
N/A—36,476,735-36,476,735-100%$3.4B———
Vanguard Portfolio Management LLC
N/A—26,889,062-26,889,062-100%$2.5B———
Primecap Management Co
N/A—25,120,895-25,120,895-100%$2.3B———
Harris Associates L P
N/A—24,201,471-24,201,471-100%$2.2B———
Morgan Stanley
N/A—22,793,553-22,793,553-100%$2.1B———
Norges Bank
N/A—22,658,390-22,658,390-100%$2.1B———
Artisan Partners Limited Partnership
N/A—18,930,716-18,930,716-100%$1.7B———
Bank of America Corp
N/A—15,993,144-15,993,144-100%$1.5B———
Northern Trust Corp
N/A—15,952,492-15,952,492-100%$1.5B———
Massachusetts Financial Services Co
N/A—13,356,306-13,356,306-100%$2.1B———
Invesco Ltd.
N/A—13,090,710-13,090,710-100%$1.2B———
Goldman Sachs Group Inc
N/A—12,649,537-12,649,537-100%$1.2B———
Ameriprise Financial Inc
N/A—12,530,896-12,530,896-100%$1.2B———
UBS Asset Management Americas LLC
N/A—11,843,766-11,843,766-100%$1.1B———
Bamco Inc
N/A—11,655,694-11,655,694-100%$1.1B———
Alliancebernstein L.P.
N/A—11,226,699-11,226,699-100%$1.1B———
Viking Global Investors LP
N/A—10,638,869-10,638,869-100%$981.6M———
UBS Group AG
N/A—9,616,749-9,616,749-100%$887.3M———
Charles Schwab Investment Management Inc
N/A—9,472,684-9,472,684-100%$874.0M———
Legal & General Group Plc
N/A—9,403,634-9,403,634-100%$867.7M———
Brown Advisory Inc
N/A—9,318,993-9,318,993-100%$859.9M———
Vanguard Fiduciary Trust Co
N/A—9,209,119-9,209,119-100%$849.7M———
Baird Financial Group, Inc.
N/A—8,722,348-8,722,348-100%$804.8M———
Two Sigma Investments, LP
N/A—8,425,755-8,425,755-100%$777.4M———
Wellington Management Group LLP
N/A—7,971,114-7,971,114-100%$735.5M———
Arrowstreet Capital, Limited Partnership
N/A—7,632,441-7,632,441-100%$704.2M———
Nuveen, LLC
N/A—5,886,128-5,886,128-100%$543.1M———
D. E. Shaw & Co., Inc.
N/A—5,779,607-5,779,607-100%$533.3M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—5,703,361-5,703,361-100%$526.2M———
Envestnet Asset Management Inc
N/A—5,571,968-5,571,968-100%$514.1M———
Royal Bank of Canada
N/A—5,204,548-5,204,548-100%$480.2M———
American Century Companies Inc
N/A—4,935,492-4,935,492-100%$455.4M———
First Trust Advisors LP
N/A—4,795,131-4,795,131-100%$442.4M———
Nordea Investment Management AB
N/A—4,704,530-4,704,530-100%$436.5M———
Ruane, Cunniff & Goldfarb L.P.
N/A—4,571,355-4,571,355-100%$421.8M———
National Pension Service
N/A—4,513,138-4,513,138-100%$416.4M———
AQR Capital Management LLC
N/A—4,025,866-4,025,866-100%$371.5M———
Allianz Asset Management GmbH
N/A—3,813,514-3,813,514-100%$351.9M———
Capital International Investors
N/A—3,602,660-3,602,660-100%$332.4M———
HSBC Holdings PLC
N/A—3,601,248-3,601,248-100%$332.4M———
Vanguard Global Advisers, LLC
N/A—3,534,048-3,534,048-100%$326.1M———
Rptc Inc.
N/A—3,522,501-3,522,501-100%$325.0M———
BNP Paribas Financial Markets
N/A—3,483,025-3,483,025-100%$321.4M———
London Co of Virginia
N/A—3,452,804-3,452,804-100%$318.6M———
Van Eck Associates Corp
N/A—3,438,308-3,438,308-100%$317.3M———
Citadel Advisors LLC
N/A—3,406,215-3,406,215-100%$314.3M———
Lazard Asset Management LLC
N/A—3,346,506-3,346,506-100%$308.8M———
Vanguard Asset Management, Ltd
N/A—3,216,537-3,216,537-100%$296.8M———
Wells Fargo & Company
N/A—3,189,572-3,189,572-100%$294.3M———
Canada Pension Plan Investment Board
N/A—3,187,265-3,187,265-100%$294.1M———
Raymond James Financial Inc
N/A—3,083,888-3,083,888-100%$284.6M———
California Public Employees Retirement System
N/A—2,986,999-2,986,999-100%$275.6M———
Timucuan Asset Management Inc
N/A—2,936,893-2,936,893-100%$271.0M———
Rhumbline Advisers
N/A—2,784,184-2,784,184-100%$256.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,681,578-2,681,578-100%$247.4M———
Prudential Financial Inc
N/A—2,604,455-2,604,455-100%$240.3M———
Neuberger Berman Group LLC
N/A—2,557,515-2,557,515-100%$235.7M———
Bank of Montreal
N/A—2,538,664-2,538,664-100%$234.2M———
California State Teachers Retirement System
N/A—2,529,153-2,529,153-100%$233.4M———
Focus Partners Wealth
N/A—2,498,544-2,498,544-100%$230.5M———
D1 Capital Partners L.P.
N/A—2,466,590-2,466,590-100%$227.6M———
SG Americas Securities, LLC
N/A—2,408,804-2,408,804-100%$222.3M———
Mariner, LLC
N/A—2,375,832-2,375,832-100%$219.2M———
Fiduciary Management Inc
N/A—2,295,743-2,295,743-100%$211.8M———
Ensign Peak Advisors, Inc
N/A—2,277,340-2,277,340-100%$210.1M———
Clearbridge Investments, LLC
N/A—2,262,374-2,262,374-100%$208.7M———
Natixis Advisors, LLC
N/A—2,252,011-2,252,011-100%$207.8M———
Darsana Capital Partners LP
N/A—2,250,000-2,250,000-100%$207.6M———
Lord, Abbett & Co. LLC
N/A—2,213,960-2,213,960-100%$204.3M———
Route One Investment Company, L.P.
N/A—2,189,893-2,189,893-100%$202.1M———
Jane Street Group, LLC
N/A—2,180,123-2,180,123-100%$201.2M———
Caisse de Depot ET Placement DU Quebec
N/A—2,119,943-2,119,943-100%$195.6M———
Jupiter Topco LLC
N/A—2,113,238-2,113,238-100%$195.0M———
Man Group plc
N/A—2,063,766-2,063,766-100%$190.4M———
Qube Research & Technologies Ltd
N/A—2,037,800-2,037,800-100%$188.0M———
Beck Mack & Oliver LLC
N/A—2,016,840-2,016,840-100%$186.1M———
Renaissance Technologies LLC
N/A—1,911,141-1,911,141-100%$176.3M———
CIBC Bancorp USA Inc.
N/A—1,872,038-1,872,038-100%$172.7M———
BNP Paribas Asset Management Holding S.A.
N/A—1,836,925-1,836,925-100%$169.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,762,006-1,762,006-100%$162.6M———
Giverny Capital Inc.
N/A—1,681,567-1,681,567-100%$155.2M———
CapitalatWork S.A.
N/A—1,674,961-1,674,961-100%$154.5M———
New York State Common Retirement Fund
N/A—1,660,995-1,660,995-100%$153.3M———
North Peak Capital Management, LLC
N/A—1,646,358-1,646,358-100%$151.9M———
Manufacturers Life Insurance Company, the
N/A—1,627,988-1,627,988-100%$150.2M———
Danske Bank A/S
N/A—1,617,780-1,617,780-100%$149.3M———
Generation Investment Management LLP
N/A—1,611,555-1,611,555-100%$148.7M———
Jones Financial Companies Lllp
N/A—1,582,419-1,582,419-100%$143.5M———
Worldquant Millennium Advisors LLC
N/A—1,576,199-1,576,199-100%$145.4M———
Cerity Partners LLC
N/A—1,544,223-1,544,223-100%$142.5M———
SEI Investments Co
N/A—1,481,869-1,481,869-100%$136.7M———
State Board of Administration of Florida Retirement System
N/A—1,431,430-1,431,430-100%$132.1M———
Aviva PLC
N/A—1,426,071-1,426,071-100%$131.6M———
Capitolis Liquid Global Markets LLC
N/A—1,418,844-1,418,844-100%$130.9M———
Canada Life Assurance Co
N/A—1,405,742-1,405,742-100%$129.4M———
APG Asset Management N.V.
N/A—1,380,032-1,380,032-100%$111.4M———
Vaughan Nelson Investment Management, L.P.
N/A—1,337,145-1,337,145-100%$123.4M———
Regal Partners Ltd
N/A—1,323,509-1,323,509-100%$122.1M———
Royal London Asset Management LTD
N/A—1,311,331-1,311,331-100%$121.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,311,293-1,311,293-100%$120.6M———
Liontrust Investment Partners LLP
N/A—1,305,310-1,305,310-100%$120.4M———
National Bank of Canada
N/A—1,282,028-1,282,028-100%$118.3M———
Federated Hermes, Inc.
N/A—1,248,416-1,248,416-100%$115.2M———
Millennium Management LLC
N/A—1,245,409-1,245,409-100%$114.9M———
Victory Capital Management Inc
N/A—1,234,748-1,234,748-100%$113.9M———
HRT Financial LP
N/A—1,205,506-1,205,506-100%$111.2M———
Findlay Park Partners LLP
N/A—1,202,369-1,202,369-100%$110.9M———
Thornburg Investment Management Inc
N/A—1,170,451-1,170,451-100%$108.0M———
Schroder Investment Management Group
N/A—1,170,390-1,170,390-100%$106.0M———
Park Presidio Capital LLC
N/A—1,170,236-1,170,236-100%$108.0M———
Bristol John W & Co Inc
N/A—1,162,896-1,162,896-100%$107.3M———
Korea Investment Corp
N/A—1,138,783-1,138,783-100%$105.1M———
Adage Capital Partners GP, L.L.C.
N/A—1,117,039-1,117,039-100%$103.1M———
Stifel Financial Corp
N/A—1,104,683-1,104,683-100%$101.9M———
Employees Retirement System of Texas
N/A—1,059,367-1,059,367-100%$97.7M———
Treasurer of the State of North Carolina
N/A—1,042,577-1,042,577-100%$96.2M———
Boston Partners
N/A—998,920-998,920-100%$92.2M———
Storebrand Asset Management AS
N/A—997,412-997,412-100%$92.0M———
Crawford Investment Counsel Inc
N/A—956,633-956,633-100%$88.3M———
Glenmede Trust Co NA
N/A—949,485-949,485-100%$87.6M———
NFJ Investment Group, LLC
N/A—926,971-926,971-100%$85.5M———
Intermede Investment Partners Ltd
N/A—914,616-914,616-100%$101.4K———
Nomura Asset Management Co LTD
N/A—912,643-912,643-100%$84.2M———
Quantinno Capital Management LP
N/A—904,375-904,375-100%$83.4M———
Bank of Nova Scotia
N/A—893,472-893,472-100%$82.4M———
State of Wisconsin Investment Board
N/A—892,865-892,865-100%$82.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—849,779-849,779-100%$78.4M———
Madison Asset Management, LLC
N/A—847,868-847,868-100%$78.2M———
Nomura Asset Management International Inc.
N/A—842,487-842,487-100%$77.7M———
Vanguard Investments Australia, Ltd.
N/A—842,480-842,480-100%$77.7M———
Snyder Capital Management L P
N/A—839,303-839,303-100%$77.4M———
Chevy Chase Trust Holdings, LLC
N/A—801,071-801,071-100%$73.9M———
Jacobs Levy Equity Management, Inc
N/A—761,360-761,360-100%$70.3M———
Paralel Advisors LLC
N/A—750,000-750,000-100%$69.2M———
Bowen Hanes & Co Inc
N/A—740,788-740,788-100%$69.6M———
Blair William & Co
N/A—739,229-739,229-100%$68.2M———
Becker Capital Management Inc
N/A—737,701-737,701-100%$68.1M———
FIL Ltd
N/A—737,623-737,623-100%$68.1M———
Summitry LLC
N/A—707,019-707,019-100%$65.2M———
HughesLittle Investment Management Ltd.
N/A—705,304-705,304-100%$65.1M———
TD Asset Management Inc
N/A—695,595-695,595-100%$64.2M———
Vident Advisory, LLC
N/A—693,955-693,955-100%$64.0M———
Atalanta Sosnoff Capital, LLC
N/A—689,376-689,376-100%$63.6M———
Teacher Retirement System of Texas
N/A—686,615-686,615-100%$63.4M———
KLP Kapitalforvaltning AS
N/A—670,072-670,072-100%$61.8M———
Handelsbanken Fonder AB
N/A—652,139-652,139-100%$60.2K———
Panagora Asset Management Inc
N/A—639,468-639,468-100%$59.0M———
Cetera Investment Advisers
N/A—626,708-626,708-100%$57.8M———
MML Investors Services, LLC
N/A—621,646-621,646-100%$57.4M———
Public Employees Retirement System of Ohio
N/A—616,080-616,080-100%$56.8M———
Greenwich Wealth Management LLC
N/A—600,673-600,673-100%$55.4M———
Aureus Asset Management, LLC
N/A—600,554-600,554-100%$55.4M———
Tredje Ap-fonden
N/A—587,227-587,227-100%$54.2M———
State of Tennessee, Department of Treasury
N/A—573,272-573,272-100%$52.9M———
Heron Bay Capital Management
N/A—566,275-566,275-100%$52.3M———
Toronto Dominion Bank
N/A—559,050-559,050-100%$51.6M———
Northwestern Mutual Wealth Management Co
N/A—542,634-542,634-100%$50.1M———
Voya Investment Management LLC
N/A—535,833-535,833-100%$49.4M———
Ariel Investments, LLC
N/A—525,299-525,299-100%$48.5M———
Tudor Investment Corp ET AL
N/A—511,257-511,257-100%$47.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—506,841-506,841-100%$46.8M———
Point72 Asset Management, L.P.
N/A—498,176-498,176-100%$46.0M———
Mount Capital Ltd
N/A—492,178-492,178-100%$45.4M———
Osaic Holdings, Inc.
N/A—489,877-489,877-100%$45.2M———
CIBC World Market Inc.
N/A—489,573-489,573-100%$45.2M———
Trexquant Investment LP
N/A—485,363-485,363-100%$44.8M———
Jupiter Asset Management LTD
N/A—485,009-485,009-100%$44.8M———
EP Wealth Advisors, LLC
N/A—483,058-483,058-100%$44.6M———
Resona Asset Management Co.,Ltd.
N/A—482,041-482,041-100%$44.3M———
North Star Asset Management Inc
N/A—478,540-478,540-100%$44.2M———
Rafferty Asset Management, LLC
N/A—476,200-476,200-100%$43.9M———
Sandhill Capital Partners LLC
N/A—474,705-474,705-100%$43.8M———
Avantyr Capital Partners, LP
N/A—471,600-471,600-100%$43.5M———
Public Sector Pension Investment Board
N/A—466,749-466,749-100%$43.1M———
First Manhattan Co. Llc.
N/A—458,665-458,665-100%$42.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—458,006-458,006-100%$42.3M———
Cresset Asset Management, LLC
N/A—445,551-445,551-100%$41.1M———
OAK Associates LTD
N/A—424,880-424,880-100%$39.2M———
Mediolanum International Funds Ltd
N/A—419,336-419,336-100%$38.0M———
Banco Santander, S.A.
N/A—417,055-417,055-100%$38.5M———
Berkshire Asset Management LLC
N/A—414,077-414,077-100%$38.2M———
Macquarie Group LTD
N/A—405,498-405,498-100%$37.4M———
Ossiam
N/A—402,935-402,935-100%$37.2M———
Quadrature Capital Ltd
N/A—397,976-397,976-100%$36.7M———
Janney Montgomery Scott LLC
N/A—391,803-391,803-100%$36.2M———
NorthCoast Asset Management LLC
N/A—387,041-387,041-100%$35.7M———
Whittier Trust Co
N/A—383,423-383,423-100%$38.6M———
Walleye Capital LLC
N/A—380,017-380,017-100%$35.1M———
MetLife Investment Management, LLC
N/A—378,808-378,808-100%$35.0M———
HighTower Advisors, LLC
N/A—375,553-375,553-100%$34.7M———
DnB Asset Management AS
N/A—374,370-374,370-100%$34.5M———
Ostrum Asset Management
N/A—372,338-372,338-100%$34.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—366,441-366,441-100%$33.8M———
Squarepoint Ops LLC
N/A—361,175-361,175-100%$33.3M———
Pinebridge Investments LLC
N/A—360,760-360,760-100%$33.3M———
Acadian Asset Management LLC
N/A—358,701-358,701-100%$33.1M———
Ruffer LLP
N/A—358,432-358,432-100%$33.0M———
Captrust Financial Advisors
N/A—352,763-352,763-100%$32.5M———
Blue Whale Capital LLP
N/A—342,398-342,398-100%$31.6M———
Federation des caisses Desjardins du Quebec
N/A—339,818-339,818-100%$31.4M———
Mercer Global Advisors Inc
N/A—336,105-336,105-100%$31.0M———
Renaissance Group LLC
N/A—331,894-331,894-100%$30.6M———
Sequoia Financial Advisors, LLC
N/A—327,673-327,673-100%$30.2M———
Varma Mutual Pension Insurance Co
N/A—327,481-327,481-100%$30.2M———
Intech Investment Management LLC
N/A—325,487-325,487-100%$30.0M———
Quinn Opportunity Partners LLC
N/A—320,000-320,000-100%$29.5M———
Interval Partners, LP
N/A—319,725-319,725-100%$29.5M———
Rockefeller Capital Management L.P.
N/A—319,236-319,236-100%$29.5M———
MAI Capital Management
N/A—314,932-314,932-100%$29.1M———
Credit Agricole S A
N/A—311,663-311,663-100%$28.8M———
Jump Financial, LLC
N/A—306,759-306,759-100%$28.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—304,332-304,332-100%$28.1M———
Hardman Johnston Global Advisors LLC
N/A—298,535-298,535-100%$27.5M———
Davis Selected Advisers
N/A—289,871-289,871-100%$26.7M———
USS Investment Management Ltd
N/A—287,088-287,088-100%$26.5M———
Titan Global Capital Management USA LLC
N/A—285,384-285,384-100%$26.3M———
Susquehanna International Group, LLP
N/A—284,953-284,953-100%$26.3M———
Zurich Insurance Group Ltd
N/A—283,389-283,389-100%$26.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—282,327-282,327-100%$26.1M———
Capital Fund Management S.A.
N/A—279,572-279,572-100%$25.8M———
Warther Private Wealth, LLC
N/A—279,565-279,565-100%$25.8M———
Flputnam Investment Management Co
N/A—278,750-278,750-100%$25.7M———
Andra Ap-fonden
N/A—277,772-277,772-100%$25.6M———
Bessemer Group Inc
N/A—273,968-273,968-100%$25.2M———
Canada Post Corp Registered Pension Plan
N/A—263,922-263,922-100%$24.4M———
QRG Capital Management, Inc.
N/A—258,708-258,708-100%$23.9M———
Steward Partners Investment Advisory, LLC
N/A—258,576-258,576-100%$23.9M———
Basswood Capital Management, L.L.C.
N/A—250,998-250,998-100%$23.2M———
Utah Retirement Systems
N/A—248,161-248,161-100%$22.9M———
British Columbia Investment Management Corp
N/A—247,592-247,592-100%$22.8M———
PAR Capital Management Inc
N/A—245,000-245,000-100%$22.6M———
Police & Firemen's Retirement System of New Jersey
N/A—244,772-244,772-100%$22.6M———
ExodusPoint Capital Management, LP
N/A—240,346-240,346-100%$22.2M———
Voleon Capital Management LP
N/A—239,746-239,746-100%$22.1M———
Jain Global LLC
N/A—239,497-239,497-100%$22.1M———
O'shaughnessy Asset Management, LLC
N/A—227,115-227,115-100%$21.0M———
Nissay Asset Management Corp N
N/A—219,725-219,725-100%$20.3M———
Prudential PLC
N/A—218,889-218,889-100%$20.2M———
Beacon Pointe Advisors, LLC
N/A—218,376-218,376-100%$20.2M———
Tidal Investments LLC
N/A—217,249-217,249-100%$20.0M———
Callan Family Office, LLC
N/A—217,027-217,027-100%$20.0M———
Vinva Investment Management Ltd
N/A—216,732-216,732-100%$19.6M———
Mairs & Power Inc
N/A—216,288-216,288-100%$20.0M———
RWA Wealth Partners, LLC
N/A—213,349-213,349-100%$19.7M———
Public Employees Retirement Association of Colorado
N/A—212,141-212,141-100%$19.6M———
Pathstone Holdings, LLC
N/A—207,550-207,550-100%$19.6M———
Edgar Lomax Co
N/A—205,215-205,215-100%$18.9M———
Summit Trail Advisors, LLC
N/A—203,416-203,416-100%$18.8M———
Hemenway Trust Co LLC
N/A—201,739-201,739-100%$18.6M———
Vanguard Personalized Indexing Management, LLC
N/A—198,471-198,471-100%$18.3M———
First Foundation Advisors
N/A—197,480-197,480-100%$18.2M———
IEQ Capital, LLC
N/A—195,776-195,776-100%$18.1M———
Sanctuary Advisors, LLC
N/A—194,796-194,796-100%$18.0M———
Empowered Funds, LLC
N/A—193,980-193,980-100%$17.9M———
World Investment Advisors
N/A—192,951-192,951-100%$18.1M———
M&T Bank Corp
N/A—191,686-191,686-100%$17.7M———
Martingale Asset Management L P
N/A—189,880-189,880-100%$17.5M———
WCG Wealth Advisors LLC
N/A—188,964-188,964-100%$17.4M———
Woodline Partners LP
N/A—188,597-188,597-100%$17.4M———
Lathrop Investment Management Co
N/A—182,238-182,238-100%$16.8M———
Epoch Investment Partners, Inc.
N/A—181,952-181,952-100%$16.8M———
&partners
N/A—181,701-181,701-100%$16.7M———
Pinnacle Financial Partners, Inc.
N/A—180,572-180,572-100%$16.7M———
North Reef Capital Management LP
N/A—175,000-175,000-100%$16.1M———
Venturi Wealth Management, LLC
N/A—174,703-174,703-100%$16.1M———
Goodman Financial Corp
N/A—172,783-172,783-100%$15.9M———
Atlantic Union Bankshares Corp
N/A—172,406-172,406-100%$15.9M———
PDT Partners, LLC
N/A—172,200-172,200-100%$15.9M———
Bluespring Wealth Management, LLC
N/A—170,873-170,873-100%$15.8M———
Wealthfront Advisers LLC
N/A—170,462-170,462-100%$15.7M———
Empower Advisory Group, LLC
N/A—169,932-169,932-100%$15.7M———
HFR Wealth Management, LLC
N/A—167,634-167,634-100%$15.5M———
Trajan Wealth LLC
N/A—166,044-166,044-100%$15.3M———
NewEdge Advisors, LLC
N/A—165,885-165,885-100%$15.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—161,596-161,596-100%$14.9M———
Elgethun Capital Management
N/A—161,024-161,024-100%$14.9M———
Elo Mutual Pension Insurance Co
N/A—158,660-158,660-100%$14.6M———
Lighthouse Investment Partners, LLC
N/A—158,043-158,043-100%$14.6M———
Walleye Trading LLC
N/A—157,053-157,053-100%$14.5M———
Silicon Valley Capital Partners
N/A—156,949-156,949-100%$14.5M———
Picton Mahoney Asset Management
N/A—156,808-156,808-100%$14.5M———
Brevan Howard Capital Management LP
N/A—156,731-156,731-100%$14.5M———
Jacobson & Schmitt Advisors, LLC
N/A—155,449-155,449-100%$14.3M———
Horizon Investments, LLC
N/A—149,606-149,606-100%$13.8M———
Advocacy Wealth Management, LLC
N/A—147,436-147,436-100%$13.6M———
United Capital Financial Advisors, LLC
N/A—147,353-147,353-100%$13.6M———
Winslow Asset Management Inc
N/A—147,075-147,075-100%$13.6M———
1248 Management, LLC
N/A—146,646-146,646-100%$13.5M———
Polar Asset Management Partners Inc.
N/A—144,804-144,804-100%$13.4M———
Snowden Capital Advisors LLC
N/A—144,587-144,587-100%$13.3M———
Soapstone Management L.P.
N/A—143,750-143,750-100%$13.3M———
Hancock Whitney Corp
N/A—143,134-143,134-100%$13.2M———
Peapack Gladstone Financial Corp
N/A—140,026-140,026-100%$12.9M———
Financial Avengers, Inc.
N/A—139,334-139,334-100%$12.9M———
Aquatic Capital Management LLC
N/A—138,025-138,025-100%$12.7M———
Tocqueville Asset Management L.P.
N/A—137,307-137,307-100%$12.7M———
Cornerstone Capital, Inc.
N/A—135,580-135,580-100%$12.5M———
Principal Securities, Inc.
N/A—135,377-135,377-100%$12.5M———
Omers Administration Corp
N/A—134,547-134,547-100%$12.4M———
Teachers Retirement System of the State of Kentucky
N/A—133,461-133,461-100%$12.3M———
Advisors Capital Management, LLC
N/A—132,224-132,224-100%$12.2M———
Curi Capital, LLC
N/A—131,889-131,889-100%$12.2M———
Gabelli Funds LLC
N/A—130,740-130,740-100%$12.1M———
LOS Angeles Capital Management LLC
N/A—129,913-129,913-100%$12.0M———
Mizuho Securities USA LLC
N/A—127,985-127,985-100%$11.8M———
BNP Paribas
N/A—125,718-125,718-100%$11.6M———
Ironwood Investment Counsel, LLC
N/A—125,392-125,392-100%$11.6M———
Motco
N/A—124,117-124,117-100%$11.5M———
Orion Porfolio Solutions, LLC
N/A—123,183-123,183-100%$11.4M———
Pacer Advisors, Inc.
N/A—121,987-121,987-100%$11.3M———
Tower Bridge Advisors
N/A—121,059-121,059-100%$11.2M———
Whittier Trust Co of Nevada Inc
N/A—120,385-120,385-100%$12.3M———
First National Bank of Omaha
N/A—120,276-120,276-100%$11.0M———
Argent Trust Co
N/A—115,626-115,626-100%$10.7M———
Saudi Central Bank
N/A—115,584-115,584-100%$10.7M———
Investment Management Corp of Ontario
N/A—114,067-114,067-100%$10.5M———
Manchester Global Management (UK) Ltd
N/A—113,000-113,000-100%$10.4M———
Vestmark Advisory Solutions, Inc.
N/A—111,145-111,145-100%$10.3M———
Norinchukin Bank, The
N/A—107,701-107,701-100%$9.9M———
SIG Brokerage, LP
N/A—107,681-107,681-100%$9.9M———
Clarkston Capital Partners, LLC
N/A—106,637-106,637-100%$9.8M———
MidFirst Bank
N/A—105,826-105,826-100%$9.8M———
Kentucky Retirement Systems
N/A—105,429-105,429-100%$9.7M———
Allstate Corp
N/A—105,334-105,334-100%$9.7M———
Timber Creek Capital Management LLC
N/A—103,265-103,265-100%$9.5M———
Morningstar Investment Management LLC
N/A—102,422-102,422-100%$9.6M———
GCM Grosvenor Holdings, LLC
N/A—101,819-101,819-100%$9.4M———
Nomura Holdings Inc
N/A—101,417-101,417-100%$9.4M———
Aptus Capital Advisors, LLC
N/A—98,727-98,727-100%$9.1M———
Geneos Wealth Management Inc.
N/A—96,731-96,731-100%$8.9M———
Caisse DES Depots ET Consignations
N/A—96,292-96,292-100%$8.9M———
Lafayette Investments, Inc.
N/A—95,470-95,470-100%$8.8M———
CI Investments Inc.
N/A—95,338-95,338-100%$8.8M———
Waverly Advisors, LLC
N/A—93,682-93,682-100%$8.6M———
Arax Advisory Partners
N/A—92,395-92,395-100%$8.5M———
Colonial Trust Advisors
N/A—91,978-91,978-100%$8.5M———
Allianz SE
N/A—91,848-91,848-100%$8.5M———
Southeast Asset Advisors, LLC
N/A—90,283-90,283-100%$8.3M———
Commerce Bank
N/A—88,912-88,912-100%$8.2M———
Mark Asset Management LP
N/A—87,107-87,107-100%$8.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—86,812-86,812-100%$8.0M———
Balyasny Asset Management L.P.
N/A—85,847-85,847-100%$7.9M———
Hamilton Capital Partners Inc.
N/A—84,573-84,573-100%$7.8M———
Coppell Advisory Solutions LLC
N/A—82,321-82,321-100%$4.6M———
NewEdge Wealth, LLC
N/A—81,949-81,949-100%$7.6M———
1832 Asset Management L.P.
N/A—81,760-81,760-100%$7.5M———
Wealthspire Advisors, LLC
N/A—80,222-80,222-100%$7.4M———
Marco Investment Management LLC
N/A—76,668-76,668-100%$7.1M———
Pring Turner Capital Group Inc
N/A—75,036-75,036-100%$8.1M———
Caprock Group, LLC
N/A—73,931-73,931-100%$6.8M———
Ravenswood Partners LP
N/A—73,282-73,282-100%$6.8M———
Cloverfields Capital Group, LP
N/A—72,957-72,957-100%$6.7M———
Landscape Capital Management, L.L.C.
N/A—72,127-72,127-100%$6.7M———
Daiichi Life Insurance Co., Ltd.
N/A—68,834-68,834-100%$6.4M———
Citizens Business Bank
N/A—67,276-67,276-100%$6.2M———
Integrated Wealth Concepts LLC
N/A—65,440-65,440-100%$6.0M———
Twin Lakes Capital Management, LLC
N/A—65,320-65,320-100%$6.0M———
American Trust Investment Advisors, LLC
N/A—64,855-64,855-100%$6.0M———
Siemens Fonds Invest GmbH
N/A—64,494-64,494-100%$6.0M———
Mufg Securities Emea plc
N/A—63,986-63,986-100%$5.9M———
Scotia Capital Inc.
N/A—63,745-63,745-100%$5.9M———
Metis Global Partners, LLC
N/A—63,624-63,624-100%$5.9M———
National Philanthropic Trust
N/A—63,328-63,328-100%$5.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—62,936-62,936-100%$5.8M———
Private Advisor Group, LLC
N/A—62,141-62,141-100%$5.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—61,797-61,797-100%$5.7M———
Gamco Investors, Inc. ET AL
N/A—61,247-61,247-100%$5.7M———
BLI - Banque de Luxembourg Investments
N/A—60,000-60,000-100%$5.4M———
Graham Capital Management, L.P.
N/A—59,890-59,890-100%$5.5M———
East Coast Asset Management, Llc.
N/A—58,826-58,826-100%$5.4M———
Peak6 LLC
N/A—58,780-58,780-100%$5.4M———
Commerzbank Aktiengesellschaft
N/A—58,614-58,614-100%$5.4M———
AlTi Global, Inc.
N/A—58,184-58,184-100%$5.4M———
Kingsview Wealth Management, LLC
N/A—57,815-57,815-100%$5.3M———
OneDigital Investment Advisors LLC
N/A—57,720-57,720-100%$5.3M———
Osmosis Investment Management UK Ltd
N/A—57,016-57,016-100%$5.3M———
Delaney Dennis R
N/A—56,825-56,825-100%$5.2M———
Somerville Kurt F
N/A—56,560-56,560-100%$5.2M———
Algert Global LLC
N/A—55,892-55,892-100%$5.2M———
Puzo Michael J
N/A—55,627-55,627-100%$5.1M———
Equitable Holdings, Inc.
N/A—54,020-54,020-100%$5.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—52,415-52,415-100%$4.8M———
Intrinsic Value Partners, LLC
N/A—52,280-52,280-100%$4.8M———
Dark Forest Capital Management LP
N/A—52,214-52,214-100%$4.8M———
Independent Advisor Alliance
N/A—52,052-52,052-100%$4.8M———
Empirical Finance, LLC
N/A—51,146-51,146-100%$4.7M———
Colonial Trust Co / SC
N/A—51,070-51,070-100%$4.7M———
Stratos Wealth Partners, Ltd.
N/A—50,809-50,809-100%$4.7M———
RNC Capital Management LLC
N/A—50,724-50,724-100%$4.7M———
Arini Capital Management Ltd
N/A—50,000-50,000-100%$4.6M———
Voya Financial Advisors, Inc.
N/A—49,992-49,992-100%$4.5M———
Mufg Securities Americas Inc.
N/A—49,238-49,238-100%$4.5M———
Capital Analysts, LLC
N/A—48,221-48,221-100%$4.4M———
Strategic Global Advisors, LLC
N/A—48,208-48,208-100%$4.4M———
Hunter Perkins Capital Management, LLC
N/A—47,856-47,856-100%$4.4K———
Lombard Odier Asset Management (Switzerland) SA
N/A—47,634-47,634-100%$4.4M———
Nicolet Bankshares Inc
N/A—46,455-46,455-100%$4.5M———
SAM Advisors, LLC
N/A—46,059-46,059-100%$4.2M———
Huntington National Bank
N/A—45,955-45,955-100%$4.2M———
Main Street Research LLC
N/A—45,887-45,887-100%$4.2M———
First National Advisers, LLC
N/A—45,087-45,087-100%$4.2M———
Composition Wealth, LLC
N/A—43,965-43,965-100%$4.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—43,751-43,751-100%$4.0M———
Brown Brothers Harriman & Co
N/A—43,530-43,530-100%$4.0M———
Sciencast Management LP
N/A—43,468-43,468-100%$4.0M———
Gotham Asset Management, LLC
N/A—42,753-42,753-100%$3.9M———
AE Wealth Management LLC
N/A—42,736-42,736-100%$3.9M———
Anchor Investment Management, LLC
N/A—42,549-42,549-100%$3.9M———
Arkadios Wealth Advisors
N/A—42,544-42,544-100%$3.9M———
First Long Island Investors, LLC
N/A—42,429-42,429-100%$3.9M———
Elefante Mark B
N/A—42,214-42,214-100%$3.9M———
LGT Group Foundation
N/A—41,986-41,986-100%$3.9M———
Destination Wealth Management
N/A—41,976-41,976-100%$3.9M———
Great Valley Advisor Group, Inc.
N/A—40,951-40,951-100%$3.8M———
Verition Fund Management LLC
N/A—40,859-40,859-100%$3.8M———
Bleakley Financial Group, LLC
N/A—40,794-40,794-100%$3.8M———
TCW Group Inc
N/A—40,500-40,500-100%$3.7M———
SGL Investment Advisors, Inc.
N/A—40,332-40,332-100%$4.4M———
Dorsey & Whitney Trust Co LLC
N/A—39,508-39,508-100%$3.6M———
Marble Wealth, LLC
N/A—39,246-39,246-100%$3.6M———
Fiduciary Group, LLC
N/A—38,870-38,870-100%$3.6M———
Kidder Stephen W
N/A—38,865-38,865-100%$3.6M———
Nelson Capital Management, LLC
N/A—38,450-38,450-100%$3.5M———
Conscious Wealth Investments, LLC
N/A—38,151-38,151-100%$3.8M———
GeoWealth Management, LLC
N/A—37,919-37,919-100%$3.5M———
Johnson Investment Counsel Inc
N/A—37,835-37,835-100%$3.5M———
Summit Financial, LLC
N/A—37,802-37,802-100%$3.5M———
Rothschild Investment LLC
N/A—37,778-37,778-100%$3.5M———
Twin Capital Management Inc
N/A—37,773-37,773-100%$3.5M———
Rathbones Group PLC
N/A—37,504-37,504-100%$3.5M———
Stonebridge Capital Advisors LLC
N/A—37,354-37,354-100%$3.4M———
Vestcor Inc
N/A—37,205-37,205-100%$3.4M———
Envestnet Portfolio Solutions, Inc.
N/A—36,912-36,912-100%$3.4M———
Inkwell Capital LLC
N/A—36,570-36,570-100%$3.4M———
Notis-McConarty Edward
N/A—36,470-36,470-100%$3.4M———
FSB Premier Wealth Management, Inc.
N/A—35,941-35,941-100%$3.3M———
Annandale Capital, LLC
N/A—35,848-35,848-100%$3.3M———
Ally Financial Inc.
N/A—35,000-35,000-100%$3.2M———
Twin City Private Wealth, LLC
N/A—34,446-34,446-100%$3.2M———
American Trust
N/A—34,292-34,292-100%$3.2M———
Broderick Brian C
N/A—34,152-34,152-100%$3.2M———
LRT Capital Management, LLC
N/A—33,756-33,756-100%$3.1M———
Webster Bank, N. A.
N/A—33,435-33,435-100%$3.1M———
Meeder Advisory Services, Inc.
N/A—33,408-33,408-100%$3.1M———
Partners Capital Investment Group, LLP
N/A—32,995-32,995-100%$3.0M———
Crux Wealth Advisors
N/A—32,981-32,981-100%$3.0M———
Choate Investment Advisors
N/A—32,941-32,941-100%$3.0M———
Decatur Capital Management, Inc.
N/A—32,459-32,459-100%$3.0M———
Chaney Capital Management, Inc.
N/A—31,840-31,840-100%$2.9M———
Parsonex Advisory Services, Inc.
N/A—31,672-31,672-100%$2.9M———
Cary Street Partners Financial LLC
N/A—31,648-31,648-100%$2.9M———
Moneta Group Investment Advisors LLC
N/A—31,637-31,637-100%$2.9M———
Alerus Financial NA
N/A—31,269-31,269-100%$2.9M———
Capital Advisors Inc
N/A—30,710-30,710-100%$2.8M———
Westview Management dba Westview Investment Advisors
N/A—30,304-30,304-100%$2.8M———
Resolute Capital Asset Partners LLC
N/A—30,000-30,000-100%$2.8M———
Savvy Advisors, Inc.
N/A—29,938-29,938-100%$2.8M———
IFG Advisory, LLC
N/A—29,741-29,741-100%$2.7M———
Fora Capital, LLC
N/A—29,544-29,544-100%$2.7M———
Capital International, Inc.
N/A—29,528-29,528-100%$2.7M———
Texas Yale Capital Corp.
N/A—29,459-29,459-100%$2.7M———
Dempze Nancy E
N/A—29,447-29,447-100%$2.7M———
JT Stratford LLC
N/A—29,267-29,267-100%$2.7M———
Bridgeway Capital Management, LLC
N/A—28,920-28,920-100%$2.7M———
Pettyjohn, Wood & White, Inc
N/A—28,863-28,863-100%$2.7M———
Bridgewater Associates, LP
N/A—28,728-28,728-100%$2.7M———
Centaurus Financial, Inc.
N/A—28,472-28,472-100%$2.6M———
Dakota Wealth Management
N/A—28,405-28,405-100%$2.6M———
Meiji Yasuda Life Insurance Co
N/A—28,338-28,338-100%$2.6M———
Focus Partners Advisor Solutions, LLC
N/A—28,312-28,312-100%$2.6M———
Coldstream Capital Management Inc
N/A—28,285-28,285-100%$2.6M———
Global Retirement Partners, LLC
N/A—27,556-27,556-100%$2.5M———
Roundview Capital LLC
N/A—27,397-27,397-100%$2.5M———
Cetera Trust Company, N.a
N/A—27,330-27,330-100%$2.5M———
L2 Asset Management, LLC
N/A—26,792-26,792-100%$2.5M———
Ballentine Partners, LLC
N/A—26,461-26,461-100%$2.4M———
Banque Cantonale Vaudoise
N/A—26,197-26,197-100%$2.4M———
Advisory Services Network, LLC
N/A—26,157-26,157-100%$2.4M———
Insigneo Advisory Services, LLC
N/A—26,043-26,043-100%$2.4M———
LGT Fund Management Co Ltd.
N/A—25,906-25,906-100%$2.4M———
Simmons Bank
N/A—25,706-25,706-100%$2.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—25,565-25,565-100%$2.4M———
Ancora Advisors LLCA
N/A—25,476-25,476-100%$2.4M———
Pine Valley Investments Ltd Liability Co
N/A—25,306-25,306-100%$2.3M———
LOM Asset Management Ltd
N/A—25,121-25,121-100%$2.3M———
AustralianSuper Pty Ltd
N/A—25,052-25,052-100%$2.3M———
Greenline Partners, LLC
N/A—24,336-24,336-100%$2.2M———
Quantbot Technologies LP
N/A—23,802-23,802-100%$2.2M———
Edgestream Partners, L.P.
N/A—23,747-23,747-100%$2.2M———
Smartleaf Asset Management LLC
N/A—23,257-23,257-100%$2.1M———
Systematic Alpha Investments, LLC
N/A—23,141-23,141-100%$2.1M———
K.J. Harrison & Partners Inc
N/A—22,743-22,743-100%$2.1M———
Constant Guidance Financial LLC
N/A—22,663-22,663-100%$2.1M———
Dynamic Technology Lab Private Ltd
N/A—22,443-22,443-100%$2.1M———
Marshall Wace, LLP
N/A—22,317-22,317-100%$2.1M———
Keystone Financial Services
N/A—22,065-22,065-100%$2.0M———
1ST Source Bank
N/A—21,893-21,893-100%$2.0M———
Parallax Volatility Advisers, L.P.
N/A—21,871-21,871-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—21,742-21,742-100%$2.0M———
Qtron Investments LLC
N/A—21,579-21,579-100%$2.0M———
Ategra Capital Management, LLC
N/A—21,574-21,574-100%$2.0M———
Pettee Investors, Inc.
N/A—21,532-21,532-100%$2.0M———
Westerkirk Capital Inc.
N/A—21,500-21,500-100%$2.0M———
Weaver C. Barksdale & Associates, Inc.
N/A—21,435-21,435-100%$2.0M———
Anchor Bay Capital, Inc.
N/A—21,366-21,366-100%$2.3M———
SageView Advisory Group, LLC
N/A—21,263-21,263-100%$2.0M———
Guggenheim Capital LLC
N/A—21,213-21,213-100%$2.0M———
RiverPark Advisors, LLC
N/A—21,049-21,049-100%$1.9M———
Modus Advisors, LLC
N/A—20,588-20,588-100%$1.9M———
Catalyst Funds Management Pty Ltd
N/A—20,450-20,450-100%$1.9M———
Stephens Inc
N/A—20,448-20,448-100%$1.9M———
Coastal Bridge Advisors, LLC
N/A—20,281-20,281-100%$1.9M———
Cramer Rosenthal Mcglynn LLC
N/A—20,277-20,277-100%$1.9M———
Strategic Wealth Partners, Ltd.
N/A—20,229-20,229-100%$1.9M———
Intrepid Family Office LLC
N/A—20,000-20,000-100%$1.8M———
Virtus Investment Advisers, LLC
N/A—19,859-19,859-100%$1.8M———
Bridges Investment Management Inc
N/A—19,742-19,742-100%$1.8M———
Figure 8 Investment Strategies LLC
N/A—19,693-19,693-100%$1.8M———
Stance Capital LLC
N/A—19,656-19,656-100%$1.8M———
Blalock Williams, LLC
N/A—19,526-19,526-100%$1.8M———
Bayview Asset Management, LLC
N/A—19,407-19,407-100%$1.8M———
Ducere Wealth Management LLC
N/A—18,813-18,813-100%$1.7M———
Westpac Banking Corp
N/A—18,811-18,811-100%$1.7M———
RBF Capital, LLC
N/A—18,500-18,500-100%$1.7M———
Advyzon Investment Management, LLC
N/A—18,436-18,436-100%$1.7M———
HM Payson & Co
N/A—18,394-18,394-100%$1.7M———
Safe Harbor Fiduciary, LLC
N/A—18,169-18,169-100%$1.7M———
Lummis Asset Management, LP
N/A—17,932-17,932-100%$1.8M———
Hills Bank & Trust Co
N/A—17,908-17,908-100%$1.7M———
Bartlett & Co. Wealth Management LLC
N/A—17,712-17,712-100%$1.6M———
Groupama Asset Managment
N/A—17,689-17,689-100%$1.6M———
Schonfeld Strategic Advisors LLC
N/A—17,523-17,523-100%$1.6M———
FWL Investment Management, LLC
N/A—17,504-17,504-100%$1.6M———
Advisors Asset Management, Inc.
N/A—17,467-17,467-100%$1.6M———
Fairtree Asset Management (Pty) Ltd
N/A—17,454-17,454-100%$1.6M———
Bank of Hawaii
N/A—17,401-17,401-100%$1.6M———
Menard Financial Group LLC
N/A—17,401-17,401-100%$1.6M———
Astoria Portfolio Advisors Llc.
N/A—17,332-17,332-100%$1.6M———
IKE Capital, LLC
N/A—17,192-17,192-100%$1.6M———
Spwm Advisors LLC
N/A—17,069-17,069-100%$1.7M———
Frec Markets, Inc.
N/A—16,999-16,999-100%$1.6M———
First Commonwealth Financial Corp
N/A—16,559-16,559-100%$1.5M———
FLC Capital Advisors
N/A—16,528-16,528-100%$1.5M———
AXQ Capital, LP
N/A—16,411-16,411-100%$1.5M———
44 Wealth Management LLC
N/A—16,377-16,377-100%$1.5M———
Keating Financial Advisory Services, Inc.
N/A—16,371-16,371-100%$1.5M———
Next Capital Management LLC
N/A—16,323-16,323-100%$1.5M———
Evercore Wealth Management, LLC
N/A—16,285-16,285-100%$1.5M———
Dynasty Wealth Management, LLC
N/A—16,225-16,225-100%$1.5M———
Integrated Investment Consultants, LLC
N/A—16,065-16,065-100%$1.5M———
Inceptionr LLC
N/A—16,051-16,051-100%$1.5M———
Atlanta Consulting Group Advisors, LLC
N/A—15,629-15,629-100%$1.4M———
Capstone Investment Advisors, LLC
N/A—15,608-15,608-100%$1.4M———
Sienna Gestion
N/A—15,330-15,330-100%$1.4M———
Tranquilli Financial Advisor LLC
N/A—15,329-15,329-100%$1.4M———
Pure Financial Advisors, LLC
N/A—15,319-15,319-100%$1.4M———
Wealth Alliance, LLC
N/A—15,285-15,285-100%$1.4M———
ArrowMark Colorado Holdings LLC
N/A—15,250-15,250-100%$1.4M———
Wilson & Boucher Capital Management, LLC
N/A—15,235-15,235-100%$1.4M———
Benjamin Edwards Inc
N/A—15,162-15,162-100%$1.4M———
Kelly Lawrence W & Associates Inc
N/A—14,767-14,767-100%$1.4M———
Belpointe Asset Management LLC
N/A—14,749-14,749-100%$1.4M———
Checchi Capital Advisers, LLC
N/A—14,640-14,640-100%$1.4M———
Peak Asset Management, LLC
N/A—14,563-14,563-100%$1.3M———
Walter & Keenan Wealth Management LLC
N/A—14,476-14,476-100%$1.3M———
Frisch Financial Group, Inc.
N/A—14,403-14,403-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—14,367-14,367-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—14,316-14,316-100%$1.3M———
Quantitative Investment Management, LLC
N/A—14,257-14,257-100%$1.3M———
South Dakota Investment Council
N/A—14,256-14,256-100%$1.3M———
Mutual Advisors, LLC
N/A—14,124-14,124-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—14,058-14,058-100%$1.3M———
Ameritas Investment Partners, Inc.
N/A—14,022-14,022-100%$1.3M———
Legacy Financial Advisors, Inc.
N/A—13,756-13,756-100%$1.3M———
Ritter Daniher Financial Advisory LLC / de
N/A—13,685-13,685-100%$1.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—13,670-13,670-100%$1.3M———
Headlands Technologies LLC
N/A—13,591-13,591-100%$1.3M———
Stratos Investment Management, LLC
N/A—13,451-13,451-100%$1.2M———
New Age Alpha Advisors, LLC
N/A—13,200-13,200-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—13,151-13,151-100%$1.2M———
Panoramic Investment Advisors, LLC
N/A—13,083-13,083-100%$1.2M———
T. Rowe Price Investment Management, Inc.
N/A—13,078-13,078-100%$1.2M———
Hillsdale Investment Management Inc.
N/A—13,050-13,050-100%$1.2M———
CreativeOne Wealth, LLC
N/A—13,046-13,046-100%$1.2M———
Davis R M Inc
N/A—12,947-12,947-100%$1.2M———
American Money Management, LLC
N/A—12,893-12,893-100%$1.2M———
Knollwood Investment Advisory, LLC
N/A—12,698-12,698-100%$1.2M———
GSA Capital Partners LLP
N/A—12,671-12,671-100%$1.2M———
Proffitt & Goodson Inc
N/A—12,655-12,655-100%$1.2M———
Essex Financial Services, Inc.
N/A—12,651-12,651-100%$1.2M———
Redwood Investment Management, LLC
N/A—12,630-12,630-100%$1.2M———
Sumitomo Life Insurance Co
N/A—12,619-12,619-100%$1.2M———
Vela Investment Management, LLC
N/A—12,410-12,410-100%$1.1M———
Opal Capital LLC
N/A—12,395-12,395-100%$1.1M———
Cumberland Partners Ltd
N/A—12,332-12,332-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—12,319-12,319-100%$1.1M———
Diametric Capital, LP
N/A—12,134-12,134-100%$1.1M———
Longfellow Investment Management Co LLC
N/A—12,098-12,098-100%$1.1M———
Keebeck Wealth Management
N/A—12,015-12,015-100%$1.1M———
Arbor Trust Wealth Advisors, LLC
N/A—11,775-11,775-100%$1.1M———
D L Carlson Investment Group Inc
N/A—11,697-11,697-100%$1.1M———
Polymer Capital Management (US) LLC
N/A—11,623-11,623-100%$1.1M———
Portland Global Advisors LLC
N/A—11,534-11,534-100%$1.1M———
HBK Investments L P
N/A—11,483-11,483-100%$1.1M———
Hodges Capital Management Inc.
N/A—11,446-11,446-100%$1.1M———
Shelton Capital Management
N/A—11,375-11,375-100%$1.0M———
Icon Wealth Advisors, LLC
N/A—11,325-11,325-100%$1.0M———
Thomasville National Bank
N/A—11,203-11,203-100%$1.0M———
Birmingham Capital Management Co Inc
N/A—11,150-11,150-100%$1.0M———
Pallas Capital Advisors LLC
N/A—11,125-11,125-100%$1.0M———
First American Trust, FSB
N/A—11,004-11,004-100%$1.0M———
One Wealth Map LLC
N/A—10,991-10,991-100%$1.1M———
Avise Financial Cooperative, Inc.
N/A—10,985-10,985-100%$1.0M———
Oder Investment Management, LLC
N/A—10,951-10,951-100%$1.0M———
RiverFront Investment Group, LLC
N/A—10,864-10,864-100%$1.0M———
NorthRock Partners, LLC
N/A—10,851-10,851-100%$1.0M———
S&G Foundation
N/A—10,837-10,837-100%$999.9K———
Future Fund LLC
N/A—10,834-10,834-100%$999.7K———
Rothschild Wealth LLC
N/A—10,779-10,779-100%$994.6K———
Van Diest Capital, LLC
N/A—10,687-10,687-100%$986.1K———
O'rourke & Company, Inc
N/A—10,676-10,676-100%$985.1K———
Novare Capital Management LLC
N/A—10,662-10,662-100%$983.8K———
Navalign, LLC
N/A—10,587-10,587-100%$976.9K———
Invictus Private Wealth, LLC
N/A—10,536-10,536-100%$972.2K———
Harbour Investments, Inc.
N/A—10,488-10,488-100%$967.7K———
Oxford Asset Management LLP
N/A—10,392-10,392-100%$958.9K———
Circle Wealth Management, LLC
N/A—10,368-10,368-100%$956.7K———
Silvercrest Asset Management Group LLC
N/A—10,140-10,140-100%$935.6K———
Stonebridge Financial Group, LLC
N/A—10,085-10,085-100%$930.0K———
Edmond de Rothschild Holding S.A.
N/A—10,000-10,000-100%$922.7K———
Drucker Wealth 3.0, LLC
N/A—9,924-9,924-100%$915.7K———
Kirtland Hills Capital Management, LLC
N/A—9,923-9,923-100%$915.6K———
Ark Wealth Advisors LLC
N/A—9,889-9,889-100%$912.5K———
First Dallas Securities Inc.
N/A—9,852-9,852-100%$909.0K———
Erste Asset Management GmbH
N/A—9,805-9,805-100%$887.8K———
Engineers Gate Manager LP
N/A—9,620-9,620-100%$887.6K———
EntryPoint Capital, LLC
N/A—9,602-9,602-100%$886.0K———
Ethos Financial Group, LLC
N/A—9,593-9,593-100%$1.0M———
Navellier & Associates Inc
N/A—9,555-9,555-100%$881.6K———
Sovereign's Capital Management, LLC
N/A—9,517-9,517-100%$878.1K———
Tailwinds Wealth, LLC
N/A—9,493-9,493-100%$876.0K———
Castleark Management LLC
N/A—9,360-9,360-100%$863.6K———
Waterloo Capital, L.P.
N/A—9,340-9,340-100%$861.8K———
Pitcairn Wealth Advisors LLC
N/A—9,258-9,258-100%$854.2K———
One Capital Management, LLC
N/A—9,183-9,183-100%$863.1K———
Syon Capital LLC
N/A—9,146-9,146-100%$843.9K———
Peak Planning Group, LLC
N/A—9,047-9,047-100%$834.8K———
HighPoint Advisor Group LLC
N/A—8,888-8,888-100%$820.1K———
Silver OAK Securities, Incorporated
N/A—8,871-8,871-100%$818.5K———
Scharf Investments, LLC
N/A—8,859-8,859-100%$817.4K———
Johnson Financial Group, Inc.
N/A—8,845-8,845-100%$816.1K———
Modern Wealth Management, LLC
N/A—8,810-8,810-100%$812.9K———
Hyperion Capital Advisors LP
N/A—8,767-8,767-100%$808.9K———
Fullerton Fund Management Co Ltd.
N/A—8,742-8,742-100%$806.6K———
Mrwm Advisors, LLC
N/A—8,741-8,741-100%$806.5K———
N.E.W. Advisory Services LLC
N/A—8,677-8,677-100%$800.6K———
Leavell Investment Management, Inc.
N/A—8,573-8,573-100%$791.0K———
Townsquare Capital LLC
N/A—8,508-8,508-100%$785.0K———
Atlas Capital Advisors Inc.
N/A—8,423-8,423-100%$777.2K———
Fidelis Capital Partners, LLC
N/A—8,389-8,389-100%$774.1K———
Legacy Capital Group California, Inc.
N/A—8,323-8,323-100%$767.9K———
Ramirez Asset Management, Inc.
N/A—8,307-8,307-100%$766.5K———
ST Germain D J Co Inc
N/A—8,261-8,261-100%$762.2K———
CVA Family Office, LLC
N/A—8,211-8,211-100%$757.7K———
Capula Management Ltd
N/A—8,094-8,094-100%$746.8K———
IHT Wealth Management, LLC
N/A—8,056-8,056-100%$743.3K———
Bramshill Investments, LLC
N/A—8,048-8,048-100%$742.6K———
Affinity Investment Advisors, LLC
N/A—8,029-8,029-100%$740.8K———
Intrepid Financial Planning Group LLC
N/A—8,027-8,027-100%$740.7K———
Optas, LLC
N/A—7,937-7,937-100%$732.4K———
Freestone Capital Holdings, LLC
N/A—7,888-7,888-100%$727.8K———
Okabena Investment Services Inc
N/A—7,881-7,881-100%$727.2K———
Western Wealth Management, LLC
N/A—7,868-7,868-100%$726.0K———
Viawealth, LLC
N/A—7,740-7,740-100%$714.2K———
Heartland Bank & Trust Co
N/A—7,723-7,723-100%$712.6K———
Sfmg, LLC
N/A—7,723-7,723-100%$712.6K———
Bragg Financial Advisors, Inc
N/A—7,687-7,687-100%$709.3K———
Mosaic Family Wealth Partners, LLC
N/A—7,643-7,643-100%$705.2K———
Proficio Capital Partners LLC
N/A—7,549-7,549-100%$696.6K———
Lcnb Corp
N/A—7,528-7,528-100%$694.6K———
Coign Capital Advisors LLC
N/A—7,385-7,385-100%$681.4K———
Compass Advisory Group LLC
N/A—7,375-7,375-100%$680.5K———
Cambria Investment Management, L.P.
N/A—7,348-7,348-100%$678.0K———
Naviter Wealth, LLC
N/A—7,321-7,321-100%$675.5K———
XTX Topco Ltd
N/A—7,304-7,304-100%$673.9K———
OneAscent Financial Services LLC
N/A—7,101-7,101-100%$655.2K———
MOR Wealth Management, LLC
N/A—7,070-7,070-100%$652.3K———
Osborne Partners Capital Management, LLC
N/A—7,029-7,029-100%$648.6K———
Auxier Asset Management LLC
N/A—6,993-6,993-100%$645.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—6,924-6,924-100%$638.0K———
Hilltop Holdings Inc.
N/A—6,889-6,889-100%$635.6K———
Palisade Capital Management, LP
N/A—6,873-6,873-100%$634.2K———
TAGStone Capital, Inc.
N/A—6,869-6,869-100%$633.8K———
Blueshift Asset Management, LLC
N/A—6,763-6,763-100%$624.0K———
Defiance ETFs, LLC
N/A—6,725-6,725-100%$644.1K———
Bridgewater Advisors Inc.
N/A—6,706-6,706-100%$710.0K———
Apriem Advisors
N/A—6,648-6,648-100%$613.4K———
PFG Investments, LLC
N/A—6,639-6,639-100%$612.6K———
Sompo Asset Management Co., Ltd.
N/A—6,560-6,560-100%$605.3K———
Ellevest, Inc.
N/A—6,510-6,510-100%$598.5K———
Rehmann Capital Advisory Group
N/A—6,481-6,481-100%$598.4K———
Basecamp Wealth Advisors LLC
N/A—6,327-6,327-100%$583.8K———
Cozad Asset Management Inc
N/A—6,323-6,323-100%$583.4K———
Kera Capital Partners, Inc.
N/A—6,285-6,285-100%$579.9K———
FMB Wealth Management
N/A—6,272-6,272-100%$578.8K———
Garrison Point Advisors, LLC
N/A—6,215-6,215-100%$573.5K———
Strategic Financial Services, Inc.
N/A—6,199-6,199-100%$572.0K———
Evolve Private Wealth, LLC
N/A—6,173-6,173-100%$569.6K———
BFC Planning, Inc.
N/A—6,127-6,127-100%$565.4K———
E Fund Management Co., Ltd.
N/A—6,117-6,117-100%$564.4K———
Severin Investments, LLC
N/A—6,094-6,094-100%$562.3K———
Greykasell Wealth Strategies, Inc.
N/A—6,081-6,081-100%$561.1K———
Rothschild Capital Partners, LLC
N/A—6,077-6,077-100%$560.7K———
Sand Hill Global Advisors, LLC
N/A—6,045-6,045-100%$557.8K———
Beta Wealth Group, Inc.
N/A—6,010-6,010-100%$554.5K———
PCM Encore, LLC
N/A—5,980-5,980-100%$551.8K———
WNY Asset Management, LLC
N/A—5,978-5,978-100%$551.6K———
Mission Creek Capital Partners, Inc.
N/A—5,898-5,898-100%$544.2K———
Mayflower Financial Advisors, LLC
N/A—5,870-5,870-100%$541.7K———
LMR Partners LLP
N/A—5,865-5,865-100%$541.2K———
Gambit Capital Management, LLC
N/A—5,856-5,856-100%$540.3K———
Klcm Advisors, Inc.
N/A—5,824-5,824-100%$537.4K———
Monograph Wealth Advisors, LLC
N/A—5,818-5,818-100%$536.8K———
Fiduciary Trust Co
N/A—5,786-5,786-100%$533.8K———
Forefront Wealth Partners, LLC
N/A—5,777-5,777-100%$533.0K———
Mason & Associates Inc
N/A—5,684-5,684-100%$524.5K———
Haverford Trust Co
N/A—5,679-5,679-100%$524.0K———
Intrust Bank NA
N/A—5,675-5,675-100%$523.6K———
JTC Employer Solutions Trustee Ltd
N/A—5,670-5,670-100%$523.0K———
Tiaa Wealth Investment Management LLC
N/A—5,665-5,665-100%$522.1K———
Sivia Capital Partners, LLC
N/A—5,637-5,637-100%$520.1K———
Baader Bank Aktiengesellschaft
N/A—5,634-5,634-100%$519.8K———
Delta Investment Management, LLC
N/A—5,590-5,590-100%$515.8K———
Burling Wealth Partners, LLC
N/A—5,589-5,589-100%$515.7K———
One Wealth Advisors, LLC
N/A—5,491-5,491-100%$506.7K———
Pointe Capital Management LLC
N/A—5,461-5,461-100%$503.9K———
Keystone Financial Group
N/A—5,456-5,456-100%$503.4K———
BSW Wealth Partners
N/A—5,451-5,451-100%$502.9K———
Quotient Wealth Partners, LLC
N/A—5,416-5,416-100%$499.8K———
Maridea Wealth Management LLC
N/A—5,314-5,314-100%$490.3K———
CNB Bank
N/A—5,228-5,228-100%$482.4K———
Keel Point, LLC
N/A—5,216-5,216-100%$481.2K———
Smith, Moore & Co.
N/A—5,207-5,207-100%$480.5K———
Kintra Wealth, LLC
N/A—5,134-5,134-100%$565.1K———
Fukoku Mutual Life Insurance Co
N/A—5,050-5,050-100%$466.0K———
New Republic Capital, LLC
N/A—5,046-5,046-100%$465.6K———
BBR Partners, LLC
N/A—5,002-5,002-100%$461.5K———
Keyvantage Wealth, LLC
N/A—4,980-4,980-100%$459.5K———
Advisory Alpha, LLC
N/A—4,980-4,980-100%$459.8K———
Continuum Advisory, LLC
N/A—4,966-4,966-100%$458.2K———
Operose Advisors LLC
N/A—4,964-4,964-100%$458.0K———
Oversea-Chinese Banking Corp Ltd
N/A—4,949-4,949-100%$456.6K———
Azimuth Capital Investment Management LLC
N/A—4,949-4,949-100%$456.6K———
Centiva Capital, LP
N/A—4,895-4,895-100%$451.7K———
Westmount Partners, LLC
N/A—4,894-4,894-100%$451.5K———
ING Groep NV
N/A—4,863-4,863-100%$448.7K———
Cary Street Partners Investment Advisory LLC
N/A—4,832-4,832-100%$445.8K———
West Family Investments, Inc.
N/A—4,809-4,809-100%$443.7K———
DRW Securities, LLC
N/A—4,803-4,803-100%$443.2K———
Cannell & Spears LLC
N/A—4,763-4,763-100%$439.5K———
Clark Capital Management Group, Inc.
N/A—4,752-4,752-100%$438.4K———
Brookwood Investment Group LLC
N/A—4,744-4,744-100%$437.7K———
Lbmc Investment Advisors, LLC
N/A—4,728-4,728-100%$436.3K———
Aviso Financial Inc.
N/A—4,680-4,680-100%$431.8K———
Zacks Investment Management
N/A—4,631-4,631-100%$427.4K———
Gateway Wealth Partners, LLC
N/A—4,591-4,591-100%$423.6K———
Everpar Advisors LLC
N/A—4,568-4,568-100%$421.5K———
TRB Wealth Management, LLC
N/A—4,562-4,562-100%$420.9K———
BlackDiamond Wealth Management, LLC
N/A—4,551-4,551-100%$491.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,544-4,544-100%$419.3K———
Fielder Capital Group LLC
N/A—4,540-4,540-100%$418.9K———
Octavia Wealth Advisors, LLC
N/A—4,478-4,478-100%$413.2K———
Cyber Hornet ETFs LLC
N/A—4,454-4,454-100%$411.0K———
Waddell & Associates, LLC
N/A—4,448-4,448-100%$410.4K———
Hantz Financial Services, Inc.
N/A—4,409-4,409-100%$407.0K———
Transcend Capital Advisors, LLC
N/A—4,373-4,373-100%$403.5K———
Heritage Wealth Advisors
N/A—4,322-4,322-100%$398.8K———
Trillium Asset Management, LLC
N/A—4,292-4,292-100%$396.0K———
Kiley Juergens Wealth Management, LLC
N/A—4,282-4,282-100%$395.1K———
Broyhill Asset Management, LLC
N/A—4,270-4,270-100%$394.0K———
Storgate, LLC
N/A—4,264-4,264-100%$393.4K———
Athena Investment Management
N/A—4,250-4,250-100%$392.1K———
OneAscent Family Office, LLC
N/A—4,248-4,248-100%$392.0K———
Bradley Foster & Sargent Inc
N/A—4,200-4,200-100%$387.5K———
SouthState Bank Corp
N/A—4,129-4,129-100%$381.0K———
HHM Wealth Advisors, LLC
N/A—4,112-4,112-100%$379.4K———
Smithfield Trust Co
N/A—4,106-4,106-100%$379.0K———
Klingenstein Fields & Co LP
N/A—4,093-4,093-100%$377.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—4,078-4,078-100%$440.5K———
Bernard Wealth Management Corp.
N/A—4,075-4,075-100%$376.0K———
Prosperity Bancshares Inc
N/A—4,067-4,067-100%$375.3K———
Muirfield Wealth Advisors LLC
N/A—4,024-4,024-100%$371.3K———
Aristotle Atlantic Partners, LLC
N/A—4,000-4,000-100%$369.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,995-3,995-100%$368.6K———
Faithward Advisors, LLC
N/A—3,956-3,956-100%$365.1K———
Cambient Family Office, LLC
N/A—3,932-3,932-100%$362.8K———
Prelude Capital Management, LLC
N/A—3,914-3,914-100%$361.1K———
Red Door Wealth Management, LLC
N/A—3,848-3,848-100%$355.1K———
Horizon Bancorp Inc
N/A—3,834-3,834-100%$354.0K———
Wrapmanager Inc
N/A—3,830-3,830-100%$353.4K———
River Wealth Advisors LLC
N/A—3,737-3,737-100%$344.8K———
Florida Financial Advisors, LLC
N/A—3,723-3,723-100%$343.6K———
First Western Trust Bank
N/A—3,703-3,703-100%$341.7K———
OneAscent Investment Solutions LLC
N/A—3,699-3,699-100%$341.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,622-3,622-100%$334.2K———
Strategic Investment Advisors / MI
N/A—3,548-3,548-100%$327.4K———
Perennial Investment Advisors, LLC
N/A—3,532-3,532-100%$325.9K———
Quent Capital, LLC
N/A—3,529-3,529-100%$325.6K———
Prosperity Consulting Group, LLC
N/A—3,524-3,524-100%$325.1K———
Guardian Wealth Advisors, LLC / NC
N/A—3,524-3,524-100%$325.2K———
Sun Financial Inc
N/A—3,514-3,514-100%$379.4K———
Khazanah Nasional Berhad
N/A—3,513-3,513-100%$324.1K———
Hudson Bay Capital Management LP
N/A—3,510-3,510-100%$323.9K———
Brave Asset Management Inc
N/A—3,505-3,505-100%$323.4K———
Edgewood Management LLC
N/A—3,500-3,500-100%$322.9K———
Wisconsin Capital Management LLC
N/A—3,500-3,500-100%$322.9K———
Coastwise Capital Group, LLC
N/A—3,499-3,499-100%$322.8K———
Delaney Capital Management Ltd.
N/A—3,495-3,495-100%$322.5K———
Quattro Advisors LLC
N/A—3,490-3,490-100%$322.0K———
Proactive Wealth Strategies LLC
N/A—3,489-3,489-100%$322.0K———
Chilton Investment Co Inc.
N/A—3,488-3,488-100%$321.8K———
Eaton Financial Holdings Company, LLC
N/A—3,453-3,453-100%$318.6K———
OneAscent Wealth Management LLC
N/A—3,439-3,439-100%$317.3K———
Seaview Investment Managers LLC
N/A—3,424-3,424-100%$315.9K———
Sagewood Asset Management LP
N/A—3,421-3,421-100%$315.7K———
Fortune Financial Advisors, LLC
N/A—3,400-3,400-100%$313.7K———
Thompson David Blair
N/A—3,398-3,398-100%$313.5K———
Brio Consultants, LLC
N/A—3,391-3,391-100%$312.9K———
Harvest Fund Management Co., Ltd
N/A—3,383-3,383-100%$312.0K———
Wellspring Financial Advisors, LLC
N/A—3,382-3,382-100%$310.5K———
AlphaGrep UK Ltd
N/A—3,370-3,370-100%$311.0K———
Performance Wealth Partners, LLC
N/A—3,364-3,364-100%$310.4K———
Westshore Wealth, LLC
N/A—3,342-3,342-100%$308.4K———
Wayfinding Financial, LLC
N/A—3,323-3,323-100%$306.0K———
Bull Harbor Capital LLC
N/A—3,318-3,318-100%$306.2K———
IMA Advisory Services, Inc.
N/A—3,313-3,313-100%$305.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,301-3,301-100%$304.6K———
McMillan Office, Inc.
N/A—3,300-3,300-100%$304.5K———
Boothbay Fund Management, LLC
N/A—3,298-3,298-100%$304.3K———
Range Advisory, LLC
N/A—3,295-3,295-100%$304.0K———
Integrity Financial Corp
N/A—3,281-3,281-100%$302.7K———
LM Advisors LLC
N/A—3,280-3,280-100%$297———
Canal Capital Management, LLC
N/A—3,255-3,255-100%$300.3K———
Fort Point Capital Partners LLC
N/A—3,249-3,249-100%$299.8K———
Stokes Family Office, LLC
N/A—3,232-3,232-100%$298.2K———
Trivium Point Advisory, LLC
N/A—3,227-3,227-100%$297.7K———
Marshall Financial Group, LLC
N/A—3,225-3,225-100%$297.5K———
Kovack Advisors, Inc.
N/A—3,222-3,222-100%$304.7K———
Acorns Advisers, LLC
N/A—3,210-3,210-100%$296.0K———
Tradition Wealth Management, LLC
N/A—3,180-3,180-100%$293.4K———
Whalerock Point Partners, LLC
N/A—3,166-3,166-100%$292.1K———
Jackson Thornton Wealth Management, LLC
N/A—3,163-3,163-100%$291.9K———
Alteri Wealth LLC
N/A—3,155-3,155-100%$291.1K———
Stonebridge Financial Group, LLC / MO
N/A—3,140-3,140-100%$289.7K———
Legacy Wealth Advisors, LLC
N/A—3,117-3,117-100%$287.6K———
Calton & Associates, Inc.
N/A—3,103-3,103-100%$286.3K———
Steigerwald, Gordon & Koch Inc.
N/A—3,092-3,092-100%$285.3K———
Tilson Financial Group, Inc.
N/A—3,083-3,083-100%$284.5K———
Lifeworks Advisors, LLC
N/A—3,069-3,069-100%$283.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,018-3,018-100%$278.5K———
Sunflower Bank, N.A.
N/A—2,998-2,998-100%$276.6K———
CFO4Life Group, LLC
N/A—2,979-2,979-100%$274.9K———
Core Alternative Capital
N/A—2,973-2,973-100%$274.3K———
Quantessence Capital LLC
N/A—2,963-2,963-100%$273.4K———
Keynote Financial Services LLC
N/A—2,913-2,913-100%$268.8K———
nVerses Capital, LLC
N/A—2,889-2,889-100%$266.6K———
Gallagher Fiduciary Advisors, LLC
N/A—2,871-2,871-100%$264.9K———
FAS Wealth Partners, Inc.
N/A—2,804-2,804-100%$258.7K———
Second Line Capital, LLC
N/A—2,773-2,773-100%$255.9K———
BWM Planning, LLC
N/A—2,772-2,772-100%$255.8K———
TFR Capital, Llc.
N/A—2,769-2,769-100%$255.5K———
Berger Financial Group, Inc
N/A—2,720-2,720-100%$251.0K———
Stonebrook Private Inc.
N/A—2,679-2,679-100%$247.2K———
Boyar Asset Management Inc.
N/A—2,675-2,675-100%$246.8K———
Oxinas Partners, LLC
N/A—2,672-2,672-100%$246.5K———
Leigh Baldwin & Co., LLC
N/A—2,660-2,660-100%$245.4K———
GTS Securities LLC
N/A—2,650-2,650-100%$244.5K———
Broadleaf Partners, LLC
N/A—2,640-2,640-100%$243.6K———
Transamerica Financial Advisors, LLC
N/A—2,606-2,606-100%$240.5K———
MJP Associates Inc
N/A—2,603-2,603-100%$240.2K———
Wimmer Associates 1, LLC
N/A—2,585-2,585-100%$238.5K———
Wood Tarver Financial Group, LLC
N/A—2,543-2,543-100%$234.0K———
Knightsbridge Asset Management, LLC
N/A—2,481-2,481-100%$247.8K———
Capital Investment Management, Inc.
N/A—2,461-2,461-100%$227.1K———
Douglass Winthrop Advisors, LLC
N/A—2,433-2,433-100%$224.5K———
Nine Masts Capital Ltd
N/A—2,423-2,423-100%$223.6K———
Stock Yards Bank & Trust Co
N/A—2,408-2,408-100%$222.2K———
Banco BTG Pactual S.A.
N/A—2,397-2,397-100%$221.2K———
Pine Harbor Wealth Management, LLC
N/A—2,364-2,364-100%$218.1K———
GW&K Investment Management, LLC
N/A—2,361-2,361-100%$218.0K———
Capital International Sarl
N/A—2,359-2,359-100%$217.7K———
Liberty Wealth Management LLC
N/A—2,320-2,320-100%$218.0K———
Cardiff Park Advisors, LLC
N/A—2,320-2,320-100%$214.1K———
FourThought Financial Partners, LLC
N/A—2,302-2,302-100%$212.4K———
Bellwether Advisors, LLC
N/A—2,288-2,288-100%$211.1K———
SOA Wealth Advisors, Llc.
N/A—2,283-2,283-100%$210.6K———
EWA, LLC
N/A—2,256-2,256-100%$208.1K———
Vanguard National Trust Co
N/A—2,233-2,233-100%$206.0K———
Main Street Financial Solutions, LLC
N/A—2,232-2,232-100%$206.0K———
Tumwater Wealth Management, LLC
N/A—2,228-2,228-100%$205.6K———
Asset Management Group, Inc.
N/A—2,225-2,225-100%$205.3K———
WorthPointe, LLC
N/A—2,212-2,212-100%$204.1K———
Safeguard Investment Advisory Group, LLC
N/A—2,208-2,208-100%$203.7K———
Aspire Capital Advisors LLC
N/A—2,207-2,207-100%$203.7K———
Granite Harbor Advisors, Inc.
N/A—2,207-2,207-100%$203.6K———
CTC Alternative Strategies, Ltd.
N/A—2,200-2,200-100%$203.0K———
Blue Edge Capital, LLC
N/A—2,198-2,198-100%$202.8K———
First Financial Bankshares Inc
N/A—2,186-2,186-100%$201.7K———
LRI Investments, LLC
N/A—2,158-2,158-100%$199.1K———
Hurricane Capital Advisors LLC
N/A—2,142-2,142-100%$197.6K———
Ceeto Capital Group, LLC
N/A—2,125-2,125-100%$196.0K———
Evelyn Partners Group Ltd
N/A—2,047-2,047-100%$188.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,974-1,974-100%$182.1K———
Medallion Wealth Advisors, LLC
N/A—1,957-1,957-100%$179.6K———
Bruce G. Allen Investments, LLC
N/A—1,784-1,784-100%$164.6K———
Aberdeen Wealth Management LLC
N/A—1,771-1,771-100%$163.4K———
Longview Financial Advisors LLC
N/A—1,706-1,706-100%$157.4K———
Rexford Capital Inc
N/A—1,651-1,651-100%$152.3K———
Aster Capital Management (Difc) Ltd
N/A—1,587-1,587-100%$146.4K———
Truvestments Capital LLC
N/A—1,550-1,550-100%$143.0K———
Riverview Trust Co
N/A—1,524-1,524-100%$140.6K———
Corsicana & Co.
N/A—1,500-1,500-100%$138.4K———
Northwest & Ethical Investments L.P.
N/A—1,455-1,455-100%$131.8K———
Fiduciary Financial Advisors
N/A—1,389-1,389-100%$127.5K———
Crewe Advisors LLC
N/A—1,371-1,371-100%$126.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,362-1,362-100%$125.7K———
EFG International AG
N/A—1,340-1,340-100%$123.6K———
Virtus Advisers, LLC
N/A—1,320-1,320-100%$121.8K———
Crews Bank & Trust
N/A—1,221-1,221-100%$112.7K———
Abound Financial, LLC
N/A—1,173-1,173-100%$108.2K———
Synergy Investment Management, LLC
N/A—1,136-1,136-100%$108.1K———
Graney & King, LLC
N/A—1,129-1,129-100%$104.2K———
Leo H. Evart, Inc.
N/A—1,127-1,127-100%$104.0K———
Security National Bank of SO DAK
N/A—1,105-1,105-100%$102.0K———
Lavaca Capital LLC
N/A—1,043-1,043-100%$96.2K———
Darwin Wealth Management, LLC
N/A—1,040-1,040-100%$96.0K———
Toews Corp
N/A—1,000-1,000-100%$92.3K———
VSM Wealth Advisory, LLC
N/A—988-988-100%$91.2K———
KEB Asset Management, LLC
N/A—917-917-100%$84.6K———
Hollencrest Capital Management
N/A—810-810-100%$74.7K———
Beaird Harris Wealth Management, LLC
N/A—802-802-100%$74.0K———
CoreFirst Bank & Trust
N/A—782-782-100%$72.2K———
Credit Industriel ET Commercial
N/A—742-742-100%$68.5K———
SHP Wealth Management
N/A—727-727-100%$67.0K———
Kerr Financial Planning Corp
N/A—719-719-100%$66.3K———
Godfrey Financial Associates, Inc.
N/A—719-719-100%$66.3K———
Persistent Asset Partners Ltd
N/A—711-711-100%$65.6K———
Ankerstar Wealth, LLC
N/A—701-701-100%$64.7K———
Field & Main Bank
N/A—700-700-100%$64.6K———
Private Wealth Asset Management, LLC
N/A—685-685-100%$63.2K———
Quantum Portfolio Management LLC
N/A—667-667-100%$61.5K———
Millstone Evans Group, LLC
N/A—659-659-100%$60.8K———
Monetary Management Group Inc
N/A—650-650-100%$60.0K———
Index Technologies Group LLC
N/A—637-637-100%$58.8K———
Kemnay Advisory Services Inc.
N/A—629-629-100%$58.0K———
Financial Life Planners
N/A—627-627-100%$57.9K———
Westfuller Advisors, LLC
N/A—605-605-100%$55.8K———
Gould Capital, LLC
N/A—600-600-100%$55.4K———
Wiser Advisor Group LLC
N/A—577-577-100%$53.2K———
Roble, Belko & Company, Inc
N/A—575-575-100%$53.0K———
Delta Asset Management LLC
N/A—566-566-100%$52.2K———
Estabrook Capital Management
N/A—565-565-100%$52.1K———
Boreal Capital Management LLC
N/A—475-475-100%$43.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—469-469-100%$43.3K———
Loomis Sayles & Co L P
N/A—455-455-100%$42.0K———
Caldwell Sutter Capital, Inc.
N/A—436-436-100%$40.2K———
Seneschal Advisors, LLC
N/A—431-431-100%$39.8K———
NCP Inc.
N/A—400-400-100%$36.9K———
JPL Wealth Management, LLC
N/A—393-393-100%$36.3K———
Raffa Wealth Management, LLC
N/A—383-383-100%$35.3K———
Fi3 Financial Advisors, LLC
N/A—370-370-100%$841.3K———
Bogart Wealth, LLC
N/A—359-359-100%$33.1K———
Glen Eagle Advisors, LLC
N/A—347-347-100%$32.0K———
Frazier Financial Advisors, LLC
N/A—342-342-100%$31.6K———
Fourth Dimension Wealth, LLC
N/A—342-342-100%$31.6K———
Meeder Asset Management Inc
N/A—325-325-100%$30.0K———
Prestige Wealth Management Group LLC
N/A—306-306-100%$28.2K———
Battery Global Advisors, LLC
N/A—304-304-100%$28.0K———
Bellevue Asset Management, LLC
N/A—295-295-100%$27.3K———
Dogwood Wealth Management LLC
N/A—293-293-100%$27.0K———
Park Place Capital Corp
N/A—281-281-100%$25.9K———
Mpwm Advisory Solutions, LLC
N/A—263-263-100%$24.3K———
Logan Capital Management Inc
N/A—256-256-100%$23.6K———
TD Capital Management LLC
N/A—239-239-100%$22.1K———
PIN OAK Investment Advisors Inc
N/A—229-229-100%$21.0K———
BOK Financial Private Wealth, Inc.
N/A—226-226-100%$20.9K———
Cornerstone Financial Management LLC
N/A—211-211-100%$19.5K———
Osbon Capital Management LLC
N/A—206-206-100%$19.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—195-195-100%$18.0K———
Manning & Napier Advisors LLC
N/A—194-194-100%$17.6K———
S&T Bank
N/A—188-188-100%$17.3K———
Optiver Holding B.V.
N/A—180-180-100%$16.6K———
Front Row Advisors LLC
N/A—180-180-100%$19.4K———
Nova Wealth Management, Inc.
N/A—175-175-100%$16.1K———
Sittner & Nelson, LLC
N/A—168-168-100%$15.5K———
Bank of the Bluegrass & Trust Co.
N/A—166-166-100%$16.2K———
Tanglewood Legacy Advisors, LLC
N/A—150-150-100%$13.8K———
Bravera Wealth
N/A—147-147-100%$13.6K———
Aventura Private Wealth, LLC
N/A—147-147-100%$13.6K———
Penserra Capital Management LLC
N/A—147-147-100%$13———
Harborfront Financial Group LLC
N/A—146-146-100%$13.5K———
Dunhill Financial, LLC
N/A—143-143-100%$13.2K———
Imprint Wealth LLC
N/A—128-128-100%$11.8K———
Rialto Wealth Management, LLC
N/A—124-124-100%$11.4K———
HighMark Wealth Management LLC
N/A—122-122-100%$11.3K———
Consultiva Wealth Management, Corp.
N/A—121-121-100%$11.2K———
Icon Advisers Inc
N/A—120-120-100%$11.1K———
Avalon Trust Co
N/A—100-100-100%$9.2K———
Kilter Group LLC
N/A—99-99-100%$9.1K———
Centennial Bank
N/A—92-92-100%$8.5K———
Orion Capital Management LLC
N/A—71-71-100%$6.6K———
Ameriflex Group, Inc.
N/A—64-64-100%$5.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—62-62-100%$5.7K———
Mcguire Capital Advisors Inc
N/A—58-58-100%$5.4K———
1 North Wealth Services LLC
N/A—57-57-100%$5.3K———
Tidemark, LLC
N/A—55-55-100%$5.1K———
Ogorek Anthony Joseph
N/A—53-53-100%$4———
Paladin Advisory Group, LLC
N/A—52-52-100%$4.8K———
1015 Capital Partners, LLC
N/A—49-49-100%$4.5K———
HFM Investment Advisors, LLC
N/A—44-44-100%$4.1K———
Ross\johnson & Associates LLC
N/A—44-44-100%$4.1K———
Cbiz Investment Advisory Services, LLC
N/A—42-42-100%$3.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—40-40-100%$3.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—40-40-100%$3.7K———
Minot DeBlois Advisors LLC
N/A—35-35-100%$3.2K———
Benson Wealth Management Inc
N/A—35-35-100%$3.2K———
Marshall Investment Management, LLC
N/A—34-34-100%$3.1K———
PlanVest Financial, Inc
N/A—30-30-100%$2.8K———
Richard W. Paul & Associates, LLC
N/A—30-30-100%$2.8K———
Vision Retirement, LLC
N/A—27-27-100%$2.5K———
Atomic Invest LLC
N/A—23-23-100%$2.0K———
Oakmont Advisory Group, LLC
N/A—21-21-100%$1.9K———
Quarry LP
N/A—20-20-100%$1.8K———
Copia Wealth Management
N/A—14-14-100%$1.3K———
Basepoint Wealth LLC
N/A—12-12-100%$1.1K———
Atlantic Private Wealth, LLC
N/A—10-10-100%$925———
Strive Financial Group,LLC
N/A—3-3-100%$277———
Cordant, Inc.
N/A—3-3-100%$311———
Freestone Grove Partners LP
N/A—1-1-100%$92———
Napier Financial, LLC
N/A—1-1-100%$92———
Global Frontier Investments LLC
N/A—00—$0———
Showing 2447 of 2447 institutions