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SS Materials Select Sector (XLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,800,759 from 3,799,286
Change-998,527 (-26%)
Value$136.4M (-$56.7M)
Filed 2026-11-06
CIBC World Market Inc.
INCREASED
Shares2,744,055 from 1,832,098
Change+911,957 (+50%)
Value$133.6M (+$40.5M)
Filed 2026-11-10
Truist Financial Corp
INCREASED
Shares2,490,496 from 2,397,993
Change+92,503 (+4%)
Value$121.3M (-$602.8K)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares2,447,685 from 2,229,844
Change+217,841 (+10%)
Value$119.2M (+$5.9M)
Filed 2026-10-27
ING Groep NV
UNCHANGED
Shares2,034,061 from 2,034,061
Change0 (0%)
Value$99.1M (-$4.3M)
Filed 2026-11-10
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares1,695,969 from 1,696,180
Change-211 (0%)
Value$82.6M (-$3.6M)
Filed 2026-11-09
Natixis
DECREASED
Shares1,615,342 from 2,205,212
Change-589,870 (-27%)
Value$78.7M (-$33.4M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,545,515 from 2,224,948
Change-679,433 (-31%)
Value$75.3M (-$37.8M)
Filed 2026-11-04
Factory Mutual Insurance Co
UNCHANGED
Shares943,000 from 943,000
Change0 (0%)
Value$45.9M (-$2.0M)
Filed 2026-10-30
Victory Capital Management Inc
INCREASED
Shares903,542 from 805,903
Change+97,639 (+12%)
Value$44.0M (+$3.0M)
Filed 2026-11-10
Thrivent Financial for Lutherans
INCREASED
Shares499,484 from 304,320
Change+195,164 (+64%)
Value$24.2K (-$15.4M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares473,576 from 525,465
Change-51,889 (-10%)
Value$23.1M (-$3.6M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares434,601 from 602,714
Change-168,113 (-28%)
Value$21.2M (-$9.5M)
Filed 2026-11-09
J.Safra Asset Management Corp
INCREASED
Shares404,086 from 393,130
Change+10,956 (+3%)
Value$19.7M (-$303.8K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares328,041 from 179,978
Change+148,063 (+82%)
Value$16.0M (+$6.8M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares296,861 from 279,439
Change+17,422 (+6%)
Value$14.5M (+$253.3K)
Filed 2026-10-21
Biltmore Wealth Management, LLC
INCREASED
Shares287,861 from 273,577
Change+14,284 (+5%)
Value$14.0M (+$112.9K)
Filed 2026-10-09
Sollinda Capital Management LLC
NEW
Shares266,247
Change+266,247
Value$13.0M
Filed 2026-11-09
Trust Asset Management LLC
UNCHANGED
Shares258,207 from 258,207
Change0 (0%)
Value$12.6M (-$550.0K)
Filed 2026-11-03
HighTower Advisors, LLC
DECREASED
Shares256,000 from 281,549
Change-25,549 (-9%)
Value$12.5M (-$1.8M)
Filed 2026-11-10
AGF Management LTD
DECREASED
Shares253,664 from 259,148
Change-5,484 (-2%)
Value$12.4M (-$819.1K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED
Shares237,819 from 239,993
Change-2,174 (-1%)
Value$11.6M (-$617.1K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares220,754 from 300,521
Change-79,767 (-27%)
Value$10.8M (-$4.5M)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares219,963 from 226,020
Change-6,057 (-3%)
Value$10.7M (-$776.4K)
Filed 2026-10-27
Scotia Capital Inc.
INCREASED
Shares211,768 from 208,845
Change+2,923 (+1%)
Value$10.3M (-$302.5K)
Filed 2026-11-10
Park Avenue Securities LLC
DECREASED
Shares211,663 from 239,922
Change-28,259 (-12%)
Value$10.3K (-$12.2M)
Filed 2026-10-26
Tamar Securities, LLC
INCREASED
Shares211,281 from 185,782
Change+25,499 (+14%)
Value$10.3M (+$846.1K)
Filed 2026-11-03
Barclays PLC
DECREASED
Shares203,407 from 890,954
Change-687,547 (-77%)
Value$9.9M (-$35.4M)
Filed 2026-11-06
Toth Financial Advisory Corp
INCREASED
Shares192,680 from 176,882
Change+15,798 (+9%)
Value$9.4M (+$392.6K)
Filed 2026-10-08
WealthCare Asset Management, LLC
NEW
Shares190,819
Change+190,819
Value$9.3M
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares189,326 from 190,279
Change-953 (0%)
Value$9.2M (-$451.7K)
Filed 2026-10-26
Jmac Enterprises LLC
INCREASED
Shares188,854 from 185,558
Change+3,296 (+2%)
Value$9.2M (-$234.7K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares186,706 from 185,556
Change+1,150 (+1%)
Value$9.1M (-$339.2K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares175,842 from 165,739
Change+10,103 (+6%)
Value$8.6M (+$139.0K)
Filed 2026-11-05
Meitav Investment House LTD
UNCHANGED
Shares162,417 from 162,417
Change0 (0%)
Value$7.9M (-$345.9K)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares162,196 from 145,678
Change+16,518 (+11%)
Value$8.0M (+$614.1K)
Filed 2026-10-13
BAR Harbor Wealth Management
INCREASED
Shares161,682 from 161,192
Change+490 (+0%)
Value$7.9M (-$319.5K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares161,054 from 182,662
Change-21,608 (-12%)
Value$7.8K (-$9.3M)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares156,763 from 145,926
Change+10,837 (+7%)
Value$7.6M (+$217.0K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares154,686 from 26,414
Change+128,272 (+486%)
Value$7.5M (+$6.2M)
Filed 2026-11-03
LifePlan Financial, LLC
DECREASED
Shares149,034 from 149,110
Change-76 (0%)
Value$7.3M (-$236.4K)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares141,279 from 141,279
Change0 (0%)
Value$6.9K (-$301)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares133,056 from 210,187
Change-77,131 (-37%)
Value$6.5M (-$4.2M)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares129,423 from 133,863
Change-4,440 (-3%)
Value$6.3M (-$501.4K)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares128,406 from 125,462
Change+2,944 (+2%)
Value$6.3M (-$123.9K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares127,492 from 77,600
Change+49,892 (+64%)
Value$6.2M (+$2.3M)
Filed 2026-10-16
Client First Capital LLC
NEW
Shares127,348
Change+127,348
Value$6.2M
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares125,652 from 148,300
Change-22,648 (-15%)
Value$6.1M (-$1.4M)
Filed 2026-10-14
CMH Wealth Management LLC
INCREASED
Shares124,727 from 119,756
Change+4,971 (+4%)
Value$6.1M (-$13.0K)
Filed 2026-10-22
Algorithmic Investment Models, LLC
INCREASED
Shares123,563 from 102,938
Change+20,625 (+20%)
Value$6.0M (+$785.2K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares119,154 from 117,242
Change+1,912 (+2%)
Value$5.8M (-$156.6K)
Filed 2026-10-09
Rye Brook Capital LLC
INCREASED
Shares116,485 from 108,440
Change+8,045 (+7%)
Value$5.7K (-$5.5M)
Filed 2026-10-07
Ameraudi Asset Management, Inc.
INCREASED
Shares111,639 from 111,454
Change+185 (+0%)
Value$5.4M (-$228.4K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
INCREASED
Shares103,995 from 84,844
Change+19,151 (+23%)
Value$5.1M (+$752.0K)
Filed 2026-10-08
Bellwether Advisors, LLC
DECREASED
Shares100,082 from 147,758
Change-47,676 (-32%)
Value$4.9M (-$2.6M)
Filed 2026-11-09
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares96,360 from 93,676
Change+2,684 (+3%)
Value$4.7M (-$68.8K)
Filed 2026-11-02
Encompass More Asset Management
NEW
Shares93,684
Change+93,684
Value$4.6M
Filed 2026-10-16
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares90,013 from 88,508
Change+1,505 (+2%)
Value$4.4M (-$115.2K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares89,069 from 84,408
Change+4,661 (+6%)
Value$4.3M (+$47.2K)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
DECREASED
Shares87,682 from 93,858
Change-6,176 (-7%)
Value$4.3M (-$500.1K)
Filed 2026-11-09
FMR LLC
INCREASED
Shares86,133 from 84,534
Change+1,599 (+2%)
Value$4.2M (-$102.1K)
Filed 2026-11-10
First Merchants Corp
DECREASED
Shares84,683 from 86,012
Change-1,329 (-2%)
Value$4.1M (-$247.9K)
Filed 2026-10-15
Chemung Canal Trust Co
DECREASED
Shares78,297 from 80,091
Change-1,794 (-2%)
Value$3.8M (-$258.0K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares77,628 from 77,860
Change-232 (0%)
Value$3.8M (-$177.1K)
Filed 2026-10-21
Clark Financial Services Group Inc
NEW
Shares77,156
Change+77,156
Value$3.8M
Filed 2026-10-19
Sharper & Granite LLC
INCREASED
Shares76,893 from 76,086
Change+807 (+1%)
Value$3.8M (-$25.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares76,759 from 132,411
Change-55,652 (-42%)
Value$3.7M (-$3.0M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares76,668 from 59,379
Change+17,289 (+29%)
Value$3.7M (+$715.5K)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED
Shares75,204 from 78,420
Change-3,216 (-4%)
Value$3.7M (-$323.7K)
Filed 2026-10-05
Founders Financial Securities LLC
INCREASED
Shares70,932 from 70,512
Change+420 (+1%)
Value$3.5M (-$129.7K)
Filed 2026-10-28
Innova Wealth Partners
DECREASED
Shares70,570 from 73,527
Change-2,957 (-4%)
Value$3.4M (-$300.6K)
Filed 2026-10-21
Compass Wealth Management, LLC
INCREASED
Shares69,765 from 65,604
Change+4,161 (+6%)
Value$3.4M (+$62.9K)
Filed 2026-10-30
Floyd Financial Group LLC
DECREASED
Shares69,087 from 71,896
Change-2,809 (-4%)
Value$3.4M (-$205.8K)
Filed 2026-10-28
Able Financial Group, LLC
INCREASED
Shares66,827 from 61,346
Change+5,481 (+9%)
Value$3.3M (+$136.3K)
Filed 2026-10-14
Innealta Capital, LLC
NEW
Shares65,156
Change+65,156
Value$3.2M
Filed 2026-11-02
Trust Co of Oklahoma
DECREASED
Shares64,464 from 67,026
Change-2,562 (-4%)
Value$3.1M (-$267.5K)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares62,634 from 67,212
Change-4,578 (-7%)
Value$3.1M (-$366.1K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED
Shares62,370 from 56,629
Change+5,741 (+10%)
Value$3.0M (+$159.0K)
Filed 2026-10-30
Artesa Financial Group, LLC
DECREASED
Shares62,204 from 62,829
Change-625 (-1%)
Value$3.0M (-$164.3K)
Filed 2026-10-29
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares60,586 from 60,586
Change0 (0%)
Value$3.0M (-$129.0K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares60,573 from 57,223
Change+3,350 (+6%)
Value$2.9M (+$41.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares59,675 from 53,241
Change+6,434 (+12%)
Value$2.9M (+$204.0K)
Filed 2026-10-08
Legacy Private Trust Co.
INCREASED
Shares59,532 from 59,438
Change+94 (+0%)
Value$2.9M (-$122.0K)
Filed 2026-10-06
Orca Investment Management, LLC
DECREASED
Shares59,447 from 59,928
Change-481 (-1%)
Value$2.9M (-$151.1K)
Filed 2026-10-29
Dumont & Blake Investment Advisors LLC
INCREASED
Shares59,014 from 58,646
Change+368 (+1%)
Value$2.9M (-$107.0K)
Filed 2026-10-28
Victory Financial Group, LLC
DECREASED
Shares58,557 from 74,038
Change-15,481 (-21%)
Value$2.9M (-$911.6K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
INCREASED
Shares58,517 from 56,972
Change+1,545 (+3%)
Value$2.9M (-$3.4K)
Filed 2026-10-13
Canton Hathaway, LLC
INCREASED
Shares56,421 from 55,260
Change+1,161 (+2%)
Value$2.7M (-$61.2K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares55,720 from 23,807
Change+31,913 (+134%)
Value$2.7M (+$1.5M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares55,621 from 41,258
Change+14,363 (+35%)
Value$2.7M (+$611.6K)
Filed 2026-11-02
CFC Planning Co LLC
NEW
Shares54,656
Change+54,656
Value$2.7M
Filed 2026-10-28
Silverleafe Capital Partners, LLC
INCREASED
Shares54,251 from 53,515
Change+736 (+1%)
Value$2.6M (-$78.2K)
Filed 2026-10-02
Sigma Planning Corp
INCREASED
Shares53,369 from 50,950
Change+2,419 (+5%)
Value$2.6M (+$9.3K)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares52,489 from 52,366
Change+123 (+0%)
Value$2.6M (-$105.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares51,657 from 127,399
Change-75,742 (-59%)
Value$2.5M (-$4.0M)
Filed 2026-10-20
HighPoint Advisor Group LLC
INCREASED
Shares51,385 from 50,730
Change+655 (+1%)
Value$2.5M (-$76.1K)
Filed 2026-11-09
WBH Advisory Inc
DECREASED
Shares51,327 from 57,757
Change-6,430 (-11%)
Value$2.5M (-$436.2K)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares51,126 from 50,501
Change+625 (+1%)
Value$2.5M (-$77.1K)
Filed 2026-11-04
Crown Wealth Group, LLC
INCREASED
Shares50,231 from 45,067
Change+5,164 (+11%)
Value$2.4M (+$155.5K)
Filed 2026-10-19
Southern Capital Services Inc
INCREASED
Shares49,854 from 49,295
Change+559 (+1%)
Value$2.4M (-$77.8K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
DECREASED
Shares49,830 from 55,500
Change-5,670 (-10%)
Value$2.4M (-$394.3K)
Filed 2026-10-14
Silphium Asset Management Ltd
UNCHANGED
Shares48,825 from 48,825
Change0 (0%)
Value$2.4M (-$104.0K)
Filed 2026-10-27
Paller Financial Services Inc
DECREASED
Shares48,785 from 52,858
Change-4,073 (-8%)
Value$2.4M (-$310.9K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED
Shares48,563 from 47,211
Change+1,352 (+3%)
Value$2.4M (-$34.7K)
Filed 2026-10-13
Es4, LLC
DECREASED
Shares48,129 from 53,845
Change-5,716 (-11%)
Value$2.3M (-$393.0K)
Filed 2026-11-09
Clarus Wealth Advisors
DECREASED
Shares47,607 from 47,919
Change-312 (-1%)
Value$2.4M (-$50.4K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares46,610 from 46,309
Change+301 (+1%)
Value$2.3M (-$84.0K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares45,904 from 45,960
Change-56 (0%)
Value$2.2K (-$2.3M)
Filed 2026-10-14
Straightline Group LLC
INCREASED
Shares45,655 from 41,615
Change+4,040 (+10%)
Value$2.2M (+$108.1K)
Filed 2026-11-10
Whitener Capital Management, Inc.
INCREASED
Shares45,609 from 43,770
Change+1,839 (+4%)
Value$2.2M (-$3.7K)
Filed 2026-10-15
Keystone Global Partners, LLC
NEW
Shares45,607
Change+45,607
Value$2.2M
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares45,461 from 47,841
Change-2,380 (-5%)
Value$2.2M (-$194.8K)
Filed 2026-10-13
Advisory Resource Group
INCREASED
Shares45,097 from 44,217
Change+880 (+2%)
Value$2.2M (-$51.3K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares44,635 from 68,307
Change-23,672 (-35%)
Value$2.2M (-$1.3M)
Filed 2026-10-13
LightSquare Wealth Management, LLC
INCREASED
Shares44,306 from 41,736
Change+2,570 (+6%)
Value$2.2M (+$36.3K)
Filed 2026-11-03
Zullo Investment Group, Inc.
INCREASED
Shares43,706 from 43,136
Change+570 (+1%)
Value$2.1M (-$64.1K)
Filed 2026-10-20
Garrison Point Advisors, LLC
DECREASED
Shares43,187 from 43,247
Change-60 (0%)
Value$2.1M (-$95.0K)
Filed 2026-11-10
AMG National Trust Bank
INCREASED
Shares42,905 from 42,705
Change+200 (+0%)
Value$2.1M (-$81.2K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares42,764 from 48,940
Change-6,176 (-13%)
Value$2.1K (-$405)
Filed 2026-10-02
Bosman Wealth Management, LLC
NEW
Shares41,820
Change+41,820
Value$2.0M
Filed 2026-10-28
111 Capital
NEW
Shares41,151
Change+41,151
Value$2.0M
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares41,137 from 41,042
Change+95 (+0%)
Value$2.0M (-$82.8K)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares39,753 from 40,421
Change-668 (-2%)
Value$1.9M (-$118.6K)
Filed 2026-11-06
Fulton Bank, N.A.
INCREASED
Shares39,675 from 36,906
Change+2,769 (+8%)
Value$1.9M (+$56.2K)
Filed 2026-10-14
Principal Financial Group Inc
UNCHANGED
Shares38,618 from 38,618
Change0 (0%)
Value$1.9M (-$82.3K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares38,531 from 38,545
Change-14 (0%)
Value$1.9M (-$82.8K)
Filed 2026-10-09
Winthrop Capital Management, LLC
DECREASED
Shares38,319 from 40,009
Change-1,690 (-4%)
Value$1.9M (-$167.9K)
Filed 2026-11-05
High Note Wealth, LLC
DECREASED
Shares38,098 from 39,670
Change-1,572 (-4%)
Value$1.9M (-$161.0K)
Filed 2026-10-27
Essex LLC
INCREASED
Shares37,744 from 36,834
Change+910 (+2%)
Value$1.8M (-$34.1K)
Filed 2026-10-14
Capital Investment Counsel, LLC
INCREASED
Shares36,375 from 32,480
Change+3,895 (+12%)
Value$1.8M (+$120.5K)
Filed 2026-10-14
Nelson Capital Management, LLC
INCREASED
Shares36,072 from 33,949
Change+2,123 (+6%)
Value$1.8M (+$31.1K)
Filed 2026-11-09
Blue Capital, Inc.
NEW
Shares35,236
Change+35,236
Value$1.7M
Filed 2026-10-13
Stapp Wealth Management, Pllc
DECREASED
Shares34,453 from 34,637
Change-184 (-1%)
Value$1.7M (-$82.7K)
Filed 2026-10-15
Conservest Capital Advisors, Inc.
DECREASED
Shares33,756 from 36,653
Change-2,897 (-8%)
Value$1.6M (-$219.2K)
Filed 2026-11-09
Moneco Advisors, LLC
INCREASED
Shares33,575 from 29,438
Change+4,137 (+14%)
Value$1.6M (+$138.7K)
Filed 2026-11-05
Atlas Capital Advisors Inc.
INCREASED
Shares33,400 from 31,245
Change+2,155 (+7%)
Value$4.4M (+$2.8M)
Filed 2026-11-09
Prospera Financial Services Inc
DECREASED
Shares33,356 from 75,281
Change-41,925 (-56%)
Value$1.8M (-$2.1M)
Filed 2026-11-04
3Edge Asset Management, LP
DECREASED
Shares33,303 from 35,406
Change-2,103 (-6%)
Value$1.6M (-$177.8K)
Filed 2026-10-30
Phoenix Financial Ltd.
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$524.7K (-$1.2M)
Filed 2026-11-09
Simplicity Wealth,LLC
DECREASED
Shares32,771 from 43,385
Change-10,614 (-24%)
Value$1.6M (-$609.3K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares32,617 from 29,352
Change+3,265 (+11%)
Value$1.6M (+$96.5K)
Filed 2026-11-05
Blair William & Co
INCREASED
Shares32,321 from 30,786
Change+1,535 (+5%)
Value$1.6M (+$9.2K)
Filed 2026-11-10
FIL Ltd
INCREASED
Shares32,014 from 31,576
Change+438 (+1%)
Value$1.6M (-$45.9K)
Filed 2026-11-10
Foronjy Financial LLC
INCREASED
Shares31,897 from 31,776
Change+121 (+0%)
Value$1.6M (-$61.8K)
Filed 2026-10-14
Bank of New Hampshire
DECREASED
Shares31,621 from 31,868
Change-247 (-1%)
Value$1.5M (-$79.9K)
Filed 2026-10-06
LEE Danner & Bass Inc
DECREASED
Shares31,318 from 33,818
Change-2,500 (-7%)
Value$1.5M (-$193.8K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares30,690 from 22,236
Change+8,454 (+38%)
Value$1.5M (+$364.3K)
Filed 2026-11-04
American Financial & TAX Strategies Inc
UNCHANGED
Shares30,654 from 30,654
Change0 (0%)
Value$1.5M (-$65.3K)
Filed 2026-10-16
JSF Financial, LLC
NEW
Shares30,375
Change+30,375
Value$1.5M
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares30,131 from 32,975
Change-2,844 (-9%)
Value$1.5M (-$208.7K)
Filed 2026-11-04
Stockman Wealth Management, Inc.
INCREASED
Shares29,801 from 28,502
Change+1,299 (+5%)
Value$1.5M (+$2.6K)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares29,701 from 29,574
Change+127 (+0%)
Value$1.4K (-$1.5M)
Filed 2026-10-22
WP Advisors, LLC
DECREASED
Shares29,582 from 29,725
Change-143 (0%)
Value$1.4M (-$70.2K)
Filed 2026-10-22
Busey Bank
DECREASED
Shares29,467 from 29,770
Change-303 (-1%)
Value$1.4M (-$78.2K)
Filed 2026-10-26
Apollon Financial, LLC
NEW
Shares29,289
Change+29,289
Value$1.4M
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
NEW
Shares29,124
Change+29,124
Value$1.4M
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares29,093 from 30,496
Change-1,403 (-5%)
Value$1.4M (-$133.3K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares29,081 from 49,290
Change-20,209 (-41%)
Value$1.4M (-$1.1M)
Filed 2026-10-26
United Asset Strategies, Inc.
DECREASED
Shares28,736 from 28,835
Change-99 (0%)
Value$1.4M (-$66.2K)
Filed 2026-10-28
Financial & Tax Architects, LLC
INCREASED
Shares28,358 from 26,506
Change+1,852 (+7%)
Value$1.4M (+$33.7K)
Filed 2026-10-15
Orange Investment Advisors, Inc.
DECREASED
Shares28,291 from 28,380
Change-89 (0%)
Value$1.4M (-$64.8K)
Filed 2026-10-23
Milestone Asset Management, LLC
INCREASED
Shares28,131 from 5,294
Change+22,837 (+431%)
Value$1.4M (+$1.1M)
Filed 2026-10-15
Axxcess Wealth Management, LLC
INCREASED
Shares27,839 from 19,411
Change+8,428 (+43%)
Value$1.4M (+$369.1K)
Filed 2026-10-21
Granite Harbor Advisors, Inc.
INCREASED
Shares27,835 from 25,653
Change+2,182 (+9%)
Value$1.4M (+$51.6K)
Filed 2026-11-10
Horizon Financial Services, LLC
INCREASED
Shares27,682 from 24,421
Change+3,261 (+13%)
Value$1.3M (+$106.8K)
Filed 2026-11-04
Sterling Investment Counsel, LLC
INCREASED
Shares27,534 from 26,883
Change+651 (+2%)
Value$1.3M (-$25.6K)
Filed 2026-10-19
Arrow Financial Corp
DECREASED
Shares27,490 from 28,611
Change-1,121 (-4%)
Value$1.3M (-$115.5K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares27,448 from 27,846
Change-398 (-1%)
Value$1.3M (-$78.7K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares27,319 from 26,913
Change+406 (+2%)
Value$1.3M (-$37.6K)
Filed 2026-10-23
Investment Partners, Ltd.
INCREASED
Shares26,176 from 13,299
Change+12,877 (+97%)
Value$1.3M (+$598.8K)
Filed 2026-10-29
Centennial Bank
INCREASED
Shares25,819 from 20,076
Change+5,743 (+29%)
Value$1.3M (+$236.9K)
Filed 2026-11-09
Cooksen Wealth, LLC
INCREASED
Shares25,806 from 24,578
Change+1,228 (+5%)
Value$1.3M (+$26.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares25,555 from 25,254
Change+301 (+1%)
Value$1.2M (-$39.2K)
Filed 2026-11-05
RCW Management, LLC
DECREASED
Shares25,374 from 25,375
Change-1 (0%)
Value$1.2M (-$54.1K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares25,145 from 31,080
Change-5,935 (-19%)
Value$1.2M (-$355.2K)
Filed 2026-11-04
Vaughan David Investments LLC
INCREASED
Shares24,880 from 10,879
Change+14,001 (+129%)
Value$1.2K (-$551.8K)
Filed 2026-11-05
Mizuho Markets Americas LLC
INCREASED
Shares24,435 from 7,100
Change+17,335 (+244%)
Value$1.2M (+$829.1K)
Filed 2026-11-09
First National Trust Co
INCREASED
Shares23,961 from 23,036
Change+925 (+4%)
Value$1.2M (-$4.0K)
Filed 2026-10-28
Wealthfront Advisers LLC
DECREASED
Shares23,932 from 24,206
Change-274 (-1%)
Value$1.2M (-$64.9K)
Filed 2026-11-09
Luminist Capital LLC
DECREASED
Shares23,285 from 25,417
Change-2,132 (-8%)
Value$1.1M (-$158.0K)
Filed 2026-11-10
CWC Advisors, Llc.
INCREASED
Shares23,282 from 23,224
Change+58 (+0%)
Value$1.1M (-$46.6K)
Filed 2026-10-15
Parsons Capital Management Inc
UNCHANGED
Shares22,916 from 22,916
Change0 (0%)
Value$1.1M (-$48.8K)
Filed 2026-10-28
BigSur Wealth Management LLC
INCREASED
Shares22,860 from 18,200
Change+4,660 (+26%)
Value$1.1M (+$188.2K)
Filed 2026-10-13
Columbus Macro, LLC
INCREASED
Shares22,642 from 22,458
Change+184 (+1%)
Value$1.1M (-$38.9K)
Filed 2026-10-14
Forbes J M & Co LLP
UNCHANGED
Shares22,610 from 22,610
Change0 (0%)
Value$1.1M (-$48.2K)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
DECREASED
Shares22,438 from 22,688
Change-250 (-1%)
Value$1.1M (-$68.4K)
Filed 2026-10-20
Asset Management One Co., Ltd.
INCREASED
Shares22,414 from 14,892
Change+7,522 (+51%)
Value$1.1M (+$334.6K)
Filed 2026-10-27
Odyssey Capital Advisors, Inc.
DECREASED
Shares22,352 from 23,709
Change-1,357 (-6%)
Value$1.1M (-$116.5K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares22,302 from 22,302
Change0 (0%)
Value$1.1M (-$47.5K)
Filed 2026-10-16
Sage Capital Management, LLC
INCREASED
Shares22,261 from 22,190
Change+71 (+0%)
Value$1.1M (-$43.9K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares22,085 from 22,526
Change-441 (-2%)
Value$1.1M (-$69.5K)
Filed 2026-10-22
Rockland Trust Co
DECREASED
Shares21,976 from 22,146
Change-170 (-1%)
Value$1.1M (-$55.5K)
Filed 2026-10-05
Carnegie Investment Counsel
INCREASED
Shares21,882 from 21,732
Change+150 (+1%)
Value$1.1M (-$39.0K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares21,665 from 25,473
Change-3,808 (-15%)
Value$1.1M (-$239.7K)
Filed 2026-10-20
Citizens Financial Group Inc
DECREASED
Shares21,358 from 22,789
Change-1,431 (-6%)
Value$1.0M (-$118.2K)
Filed 2026-10-23
Sage Capital Advisors,llc
DECREASED
Shares21,314 from 21,326
Change-12 (0%)
Value$1.0M (-$46.0K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares20,787 from 20,296
Change+491 (+2%)
Value$1.0M (-$17.2K)
Filed 2026-11-05
Orrstown Financial Services Inc
INCREASED
Shares20,622 from 19,886
Change+736 (+4%)
Value$1.0M (-$6.5K)
Filed 2026-10-14
Community Bank, N.A.
DECREASED
Shares20,370 from 20,870
Change-500 (-2%)
Value$992.0K (-$68.8K)
Filed 2026-11-06
Arete Wealth Advisors, LLC
INCREASED
Shares20,318 from 15,639
Change+4,679 (+30%)
Value$989.5K (+$194.6K)
Filed 2026-11-09
Ticino Wealth
INCREASED
Shares20,316 from 19,340
Change+976 (+5%)
Value$989.4K (+$6.4K)
Filed 2026-10-13
Boltwood Capital Management
DECREASED
Shares19,867 from 20,059
Change-192 (-1%)
Value$967.5K (-$52.1K)
Filed 2026-10-02
Premier Path Wealth Partners, LLC
DECREASED
Shares19,315 from 28,066
Change-8,751 (-31%)
Value$940.6K (-$485.9K)
Filed 2026-10-16
Arista Wealth Management, LLC
UNCHANGED
Shares18,922 from 18,922
Change0 (0%)
Value$921.5K (-$40.3K)
Filed 2026-10-29
10Elms LLP
DECREASED
Shares18,908 from 21,550
Change-2,642 (-12%)
Value$920.8K (-$174.6K)
Filed 2026-11-06
Colton Groome Financial Advisors, LLC
INCREASED
Shares18,651 from 18,559
Change+92 (+1%)
Value$908.3K (-$35.0K)
Filed 2026-10-06
Associated Banc-Corp
INCREASED
Shares18,445 from 18,131
Change+314 (+2%)
Value$898.3K (-$23.3K)
Filed 2026-10-30
Freestone Capital Holdings, LLC
INCREASED
Shares18,006 from 17,960
Change+46 (+0%)
Value$876.9K (-$36.0K)
Filed 2026-11-09
Chesapeake Wealth Management
DECREASED
Shares17,959 from 18,962
Change-1,003 (-5%)
Value$874.6K (-$89.2K)
Filed 2026-11-09
Personal CFO Solutions, LLC
INCREASED
Shares17,772 from 14,353
Change+3,419 (+24%)
Value$865.5K (+$135.9K)
Filed 2026-11-06
Beacon Capital Management, Inc.
INCREASED
Shares17,486 from 12,430
Change+5,056 (+41%)
Value$851.6K (+$219.8K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares17,475 from 18,380
Change-905 (-5%)
Value$851.0K (-$83.2K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares17,009 from 19,925
Change-2,916 (-15%)
Value$828.3K (-$184.4K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
NEW
Shares16,992
Change+16,992
Value$827.5K
Filed 2026-10-21
Peoples Financial Services Corp.
DECREASED
Shares16,868 from 17,252
Change-384 (-2%)
Value$821.5K (-$55.4K)
Filed 2026-10-20
NTV Asset Management LLC
DECREASED
Shares16,784 from 21,909
Change-5,125 (-23%)
Value$817.4K (-$296.3K)
Filed 2026-10-23
Baker Avenue Asset Management, LP
DECREASED
Shares16,589 from 20,350
Change-3,761 (-18%)
Value$807.9K (-$226.5K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
DECREASED
Shares16,452 from 16,652
Change-200 (-1%)
Value$801.2K (-$45.2K)
Filed 2026-10-27
Independence Wealth Advisors, LLC
INCREASED
Shares16,243 from 15,843
Change+400 (+3%)
Value$791.0K (-$14.3K)
Filed 2026-10-29
Peoples Bank
DECREASED
Shares16,068 from 16,438
Change-370 (-2%)
Value$782.5K (-$53.0K)
Filed 2026-10-09
AmeriServ Wealth Advisors
DECREASED
Shares16,012 from 20,926
Change-4,914 (-23%)
Value$779.8K (-$283.9K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares15,973 from 17,703
Change-1,730 (-10%)
Value$777.9K (-$122.0K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares15,729 from 15,592
Change+137 (+1%)
Value$766.0K (-$26.5K)
Filed 2026-10-23
Nwam LLC
INCREASED
Shares15,686 from 11,020
Change+4,666 (+42%)
Value$763.9K (+$203.7K)
Filed 2026-11-09
Alerus Financial NA
DECREASED
Shares15,524 from 25,387
Change-9,863 (-39%)
Value$756.0K (-$534.4K)
Filed 2026-11-09
Equitable Trust Co
UNCHANGED
Shares15,424 from 15,424
Change0 (0%)
Value$751.1K (-$32.9K)
Filed 2026-10-13
Fortem Financial Group, LLC
UNCHANGED
Shares15,400 from 15,400
Change0 (0%)
Value$750.0K (-$32.8K)
Filed 2026-10-20
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares15,304 from 15,181
Change+123 (+1%)
Value$741 (-$767.3K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares15,294 from 9,231
Change+6,063 (+66%)
Value$744.8K (+$275.6K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares15,258 from 15,260
Change-2 (0%)
Value$743.1K (-$32.6K)
Filed 2026-11-06
Florida Financial Advisors, LLC
DECREASED
Shares15,220 from 16,225
Change-1,005 (-6%)
Value$741.2K (-$83.5K)
Filed 2026-11-09
Global Financial Private Client, LLC
INCREASED
Shares14,907 from 14,800
Change+107 (+1%)
Value$726.0K (-$26.3K)
Filed 2026-10-15
MontVue Capital Management, Inc.
DECREASED
Shares14,706 from 15,051
Change-345 (-2%)
Value$716.2K (-$48.9K)
Filed 2026-10-19
Moors & Cabot, Inc.
INCREASED
Shares14,567 from 7,723
Change+6,844 (+89%)
Value$709.4K (+$316.9K)
Filed 2026-11-06
Polaris Financial Partners
NEW
Shares14,505
Change+14,505
Value$778
Filed 2026-10-02
SouthState Bank Corp
UNCHANGED
Shares14,368 from 14,368
Change0 (0%)
Value$699.7K (-$30.6K)
Filed 2026-11-09
Asset One Wealth Management LLC
DECREASED
Shares14,279 from 14,832
Change-553 (-4%)
Value$695.4K (-$53.6K)
Filed 2026-11-02
GenTrust, LLC
INCREASED
Shares14,191 from 13,365
Change+826 (+6%)
Value$691.1K (+$11.8K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares13,889 from 9,633
Change+4,256 (+44%)
Value$676.4K (+$186.7K)
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares13,817 from 13,401
Change+416 (+3%)
Value$672.9K (-$8.3K)
Filed 2026-11-03
Kessler Investment Group, LLC
DECREASED
Shares13,557 from 14,332
Change-775 (-5%)
Value$660.2K (-$68.3K)
Filed 2026-10-08
Bullock Wealth Management Group
INCREASED
Shares13,549 from 13,254
Change+295 (+2%)
Value$658.1K (-$18.1K)
Filed 2026-10-09
Parallel Advisors, LLC
DECREASED
Shares13,416 from 14,124
Change-708 (-5%)
Value$653.4K (-$64.6K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares13,291 from 13,250
Change+41 (+0%)
Value$647.3K (-$26.2K)
Filed 2026-10-14
Ipsen Advisor Group LLC
DECREASED
Shares13,240 from 15,645
Change-2,405 (-15%)
Value$644.8K (-$150.4K)
Filed 2026-10-29
Camelot Technology Advisors, Inc.
INCREASED
Shares13,132 from 12,301
Change+831 (+7%)
Value$639.5K (+$14.3K)
Filed 2026-10-09
Bricktown Capital, LLC
UNCHANGED
Shares12,946 from 12,946
Change0 (0%)
Value$630.5K (-$27.6K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares12,907 from 10,500
Change+2,407 (+23%)
Value$635.9K (+$101.6K)
Filed 2026-10-09
M&T Bank Corp
DECREASED
Shares12,839 from 13,709
Change-870 (-6%)
Value$625.3K (-$71.6K)
Filed 2026-11-10
Finivi Inc.
DECREASED
Shares12,678 from 12,901
Change-223 (-2%)
Value$617.4K (-$38.3K)
Filed 2026-10-13
Trust Co
DECREASED
Shares12,652 from 12,769
Change-117 (-1%)
Value$616.1K (-$32.9K)
Filed 2026-10-09
Curat Global, LLC
DECREASED
Shares12,540 from 29,690
Change-17,150 (-58%)
Value$610.7K (-$3.8M)
Filed 2026-10-26
Ridgepath Capital Management LLC
NEW
Shares12,445
Change+12,445
Value$606.1K
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED
Shares12,376 from 12,022
Change+354 (+3%)
Value$602.7K (-$8.4K)
Filed 2026-10-21
E&G Advisors, LLC
INCREASED
Shares12,120 from 10,918
Change+1,202 (+11%)
Value$590.2K (+$35.3K)
Filed 2026-10-13
Riverbridge Partners LLC
NEW
Shares12,118
Change+12,118
Value$590.1K
Filed 2026-11-05
Pine Valley Investments Ltd Liability Co
INCREASED
Shares12,027 from 11,235
Change+792 (+7%)
Value$585.7K (+$14.7K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares11,873
Change+11,873
Value$578.3K
Filed 2026-11-03
Piscataqua Savings Bank
DECREASED
Shares11,706 from 11,752
Change-46 (0%)
Value$570.1K (-$27.3K)
Filed 2026-10-21
Bfsg, LLC
DECREASED
Shares11,623 from 11,914
Change-291 (-2%)
Value$566.0K (-$39.5K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares11,608 from 11,296
Change+312 (+3%)
Value$565.3K (-$8.9K)
Filed 2026-10-23
HB Wealth Management, LLC
DECREASED
Shares11,314 from 11,676
Change-362 (-3%)
Value$551.0K (-$42.5K)
Filed 2026-10-23
Daiwa Securities Group Inc.
UNCHANGED
Shares11,278 from 11,278
Change0 (0%)
Value$549.2K (-$24.0K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED
Shares10,928 from 11,152
Change-224 (-2%)
Value$532.2K (-$34.7K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares10,921 from 16,098
Change-5,177 (-32%)
Value$531.9K (-$286.4K)
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares10,906 from 8,323
Change+2,583 (+31%)
Value$531.1K (+$108.1K)
Filed 2026-10-28
Wall Street Financial Group, Inc.
DECREASED
Shares10,816 from 10,936
Change-120 (-1%)
Value$526.7K (-$29.2K)
Filed 2026-11-09
Windsor Capital Management, LLC
INCREASED
Shares10,783 from 10,715
Change+68 (+1%)
Value$525.1K (-$19.5K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares10,734 from 11,040
Change-306 (-3%)
Value$522.7K (-$38.4K)
Filed 2026-10-14
Global Retirement Partners, LLC
INCREASED
Shares10,705 from 10,435
Change+270 (+3%)
Value$521.3K (-$9.1K)
Filed 2026-11-10
Fifth Third Securities, Inc.
INCREASED
Shares10,613 from 8,773
Change+1,840 (+21%)
Value$516.9K (+$70.9K)
Filed 2026-10-21
Massachusetts Wealth Management
DECREASED
Shares10,560 from 10,810
Change-250 (-2%)
Value$514.3K (-$35.2K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares10,418 from 6,853
Change+3,565 (+52%)
Value$515.1K (+$158.8K)
Filed 2026-10-13
Howland Capital Management LLC
NEW
Shares10,398
Change+10,398
Value$506.4K
Filed 2026-10-22
GC Wealth Management RIA, LLC
DECREASED
Shares10,250 from 10,585
Change-335 (-3%)
Value$499.2K (-$38.9K)
Filed 2026-11-02
Soltis Investment Advisors LLC
NEW
Shares10,248
Change+10,248
Value$499.1K
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares10,230 from 16,974
Change-6,744 (-40%)
Value$498.2K (-$364.6K)
Filed 2026-10-14
Vectors Research Management, LLC
DECREASED
Shares10,182 from 10,609
Change-427 (-4%)
Value$495.9K (-$43.4K)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED
Shares10,146 from 10,146
Change0 (0%)
Value$494.1K (-$21.6K)
Filed 2026-10-28
Measured Wealth Private Client Group, LLC
DECREASED
Shares10,137 from 11,943
Change-1,806 (-15%)
Value$493.7K (-$113.4K)
Filed 2026-11-10
Burford Brothers, Inc.
DECREASED
Shares10,107 from 10,378
Change-271 (-3%)
Value$492.2K (-$35.3K)
Filed 2026-10-21
ARS Investment Partners, LLC
DECREASED
Shares10,000 from 10,128
Change-128 (-1%)
Value$487.0K (-$27.8K)
Filed 2026-11-05
Colony Family Offices, LLC
UNCHANGED
Shares9,915 from 9,915
Change0 (0%)
Value$482.9K (-$21.1K)
Filed 2026-10-22
Edgestream Partners, L.P.
NEW
Shares9,801
Change+9,801
Value$477.3K
Filed 2026-11-10
Symmetry Partners, LLC
DECREASED
Shares9,727 from 49,408
Change-39,681 (-80%)
Value$473.7K (-$2.0M)
Filed 2026-10-27
Ring Mountain Capital, LLC
INCREASED
Shares9,701 from 9,671
Change+30 (+0%)
Value$472.4K (-$19.1K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares9,681 from 6,338
Change+3,343 (+53%)
Value$489.5K (+$163.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares9,681 from 6,338
Change+3,343 (+53%)
Value$489.5K (+$163.7K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
NEW
Shares9,658
Change+9,658
Value$470.4K
Filed 2026-10-09
Okabena Investment Services Inc
INCREASED
Shares9,412 from 9,291
Change+121 (+1%)
Value$458.4K (-$13.9K)
Filed 2026-11-10
Beaton Management Co. Inc.
UNCHANGED
Shares9,260 from 9,260
Change0 (0%)
Value$451 (-$470.5K)
Filed 2026-11-09
McAdam, LLC
INCREASED
Shares9,256 from 7,451
Change+1,805 (+24%)
Value$450.8K (+$72.0K)
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares9,210 from 9,210
Change0 (0%)
Value$448.5K (-$19.6K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares9,154 from 9,154
Change0 (0%)
Value$445.8K (-$19.5K)
Filed 2026-10-27
Harrell Investment Partners, LLC
INCREASED
Shares9,147 from 5,040
Change+4,107 (+81%)
Value$445.5K (+$189.3K)
Filed 2026-10-15
Mainsail Asset Management, LLC
DECREASED
Shares9,000 from 12,463
Change-3,463 (-28%)
Value$447.6K (-$182.2K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
INCREASED
Shares8,992 from 8,102
Change+890 (+11%)
Value$407.7K (-$4.1K)
Filed 2026-10-26
Redwood Financial Network Corp
DECREASED
Shares8,981 from 9,454
Change-473 (-5%)
Value$437.3K (-$43.2K)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares8,835
Change+8,835
Value$430.3K
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares8,800 from 8,800
Change0 (0%)
Value$428.6K (-$18.7K)
Filed 2026-10-29
CWA Asset Management Group, LLC
UNCHANGED
Shares8,712 from 8,712
Change0 (0%)
Value$424.3K (-$18.6K)
Filed 2026-10-19
Courier Capital LLC
DECREASED
Shares8,612 from 9,142
Change-530 (-6%)
Value$419.4K (-$45.3K)
Filed 2026-10-19
Twin Tree Management, LP
DECREASED
Shares8,569 from 84,652
Change-76,083 (-90%)
Value$417.3K (-$3.9M)
Filed 2026-11-10
Perigon Wealth Management, LLC
DECREASED
Shares8,558 from 8,644
Change-86 (-1%)
Value$416.8K (-$22.6K)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares8,426 from 8,710
Change-284 (-3%)
Value$410.3K (-$32.4K)
Filed 2026-10-29
Blue Fin Capital, Inc.
INCREASED
Shares8,312 from 7,976
Change+336 (+4%)
Value$404.8K (-$626)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares8,270 from 8,710
Change-440 (-5%)
Value$402.7K (-$40.0K)
Filed 2026-10-30
Roberts Wealth Advisors, LLC
INCREASED
Shares8,217 from 6,731
Change+1,486 (+22%)
Value$400.2K (+$58.0K)
Filed 2026-10-14
Welch Group, LLC
NEW
Shares8,029
Change+8,029
Value$391.0K
Filed 2026-10-29
Montecito Bank & Trust
DECREASED
Shares7,901 from 8,101
Change-200 (-2%)
Value$384.8K (-$27.0K)
Filed 2026-10-01
Providence First Trust Co
DECREASED
Shares7,803 from 11,233
Change-3,430 (-31%)
Value$380.0K (-$191.0K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares7,743 from 7,762
Change-19 (0%)
Value$377.1K (-$17.4K)
Filed 2026-10-15
Meridian Financial Advisors, LLC
UNCHANGED
Shares7,679 from 7,679
Change0 (0%)
Value$374.0K (-$16.4K)
Filed 2026-10-14
St. Johns Investment Management Company, LLC
DECREASED
Shares7,673 from 7,984
Change-311 (-4%)
Value$373.7K (-$32.2K)
Filed 2026-10-30
Stenger Family Office, LLC
INCREASED
Shares7,624 from 7,590
Change+34 (+0%)
Value$379.1K (-$6.7K)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares7,608 from 7,608
Change0 (0%)
Value$370.5K (-$16.2K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,599 from 8,323
Change-724 (-9%)
Value$370.1K (-$51.6K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares7,593 from 13,959
Change-6,366 (-46%)
Value$369.8K (-$339.8K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares7,588 from 7,523
Change+65 (+1%)
Value$369.5K (-$12.9K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares7,577 from 7,562
Change+15 (+0%)
Value$369.0K (-$15.3K)
Filed 2026-10-16
Pachira Investments Inc.
DECREASED
Shares7,538 from 8,159
Change-621 (-8%)
Value$367.1K (-$47.6K)
Filed 2026-10-14
Argent Trust Co
DECREASED
Shares7,427 from 7,851
Change-424 (-5%)
Value$361.7K (-$37.4K)
Filed 2026-11-09
Private Trust Co NA
DECREASED
Shares7,387 from 9,137
Change-1,750 (-19%)
Value$359.7K (-$104.7K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares7,276 from 4,402
Change+2,874 (+65%)
Value$354.4K (+$130.6K)
Filed 2026-10-29
Vontobel Holding Ltd.
INCREASED
Shares7,265 from 5,002
Change+2,263 (+45%)
Value$353.8K (+$99.6K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares7,133 from 6,882
Change+251 (+4%)
Value$362.5K (+$12.8K)
Filed 2026-11-06
Belpointe Asset Management LLC
INCREASED
Shares7,108 from 7,102
Change+6 (+0%)
Value$346.2K (-$14.8K)
Filed 2026-11-09
Realta Investment Advisors
DECREASED
Shares7,091 from 8,871
Change-1,780 (-20%)
Value$345.3K (-$105.6K)
Filed 2026-10-14
Independence Bank of Kentucky
INCREASED
Shares7,023 from 6,489
Change+534 (+8%)
Value$342.0K (+$12.2K)
Filed 2026-10-26
SFE Investment Counsel
DECREASED
Shares7,006 from 7,068
Change-62 (-1%)
Value$341.2K (-$18.1K)
Filed 2026-10-29
New Wave Wealth Advisors LLC
DECREASED
Shares6,962 from 8,652
Change-1,690 (-20%)
Value$346.2K (-$93.6K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares6,865 from 11,665
Change-4,800 (-41%)
Value$341.0K (-$251.9K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares6,849 from 5,004
Change+1,845 (+37%)
Value$333.6K (+$79.2K)
Filed 2026-11-06
Hopwood Financial Services, Inc.
INCREASED
Shares6,833 from 6,416
Change+417 (+7%)
Value$332.8K (+$6.6K)
Filed 2026-10-29
Crescent Grove Advisors, LLC
UNCHANGED
Shares6,807 from 6,807
Change0 (0%)
Value$331.5K (-$14.5K)
Filed 2026-10-21
Imc-Chicago, LLC
DECREASED
Shares6,744 from 82,691
Change-75,947 (-92%)
Value$328.4K (-$3.9M)
Filed 2026-11-05
Appleton Partners Inc
INCREASED
Shares6,630 from 5,411
Change+1,219 (+23%)
Value$323 (-$274.7K)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares6,602 from 6,602
Change0 (0%)
Value$321.5K (-$14.1K)
Filed 2026-10-05
MV Capital Management, Inc.
DECREASED
Shares6,406 from 6,712
Change-306 (-5%)
Value$312.0K (-$29.2K)
Filed 2026-10-29
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares6,386 from 6,386
Change0 (0%)
Value$311.0K (-$13.6K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,382 from 5,274
Change+1,108 (+21%)
Value$310.8K (+$42.7K)
Filed 2026-10-22
Jm2 Capital Inc.
INCREASED
Shares6,382 from 6,310
Change+72 (+1%)
Value$310.8K (-$9.9K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares6,379 from 7,344
Change-965 (-13%)
Value$310.7K (-$62.6K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares6,378 from 6,360
Change+18 (+0%)
Value$310.6K (-$12.7K)
Filed 2026-10-23
Gallacher Capital Management LLC
DECREASED
Shares6,228 from 7,466
Change-1,238 (-17%)
Value$303.3K (-$76.2K)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares6,198 from 6,246
Change-48 (-1%)
Value$301.9K (-$15.6K)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares6,168 from 162
Change+6,006 (+3707%)
Value$300.4K (+$292.1K)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
UNCHANGED
Shares6,114 from 6,114
Change0 (0%)
Value$297.8K (-$13.0K)
Filed 2026-11-03
McGuire Investment Group, LLC
INCREASED
Shares6,045 from 6,019
Change+26 (+0%)
Value$294.4K (-$11.6K)
Filed 2026-10-23
Lodestar Private Asset Management LLC
DECREASED
Shares5,996 from 7,496
Change-1,500 (-20%)
Value$292.0K (-$89.0K)
Filed 2026-10-26
Tucker Asset Management LLC
DECREASED
Shares5,954 from 100,910
Change-94,956 (-94%)
Value$289.9K (-$4.8M)
Filed 2026-10-29
Aurora Private Wealth, Inc.
INCREASED
Shares5,948 from 5,850
Change+98 (+2%)
Value$290 (-$296.7K)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares5,932 from 6,631
Change-699 (-11%)
Value$288.9K (-$47.2K)
Filed 2026-11-06
Vilga Financial Planning LLC
INCREASED
Shares5,914 from 5,708
Change+206 (+4%)
Value$288.0K (-$2.1K)
Filed 2026-10-09
Mezzasalma Advisors, LLC
DECREASED
Shares5,881 from 6,363
Change-482 (-8%)
Value$286.4K (-$37.0K)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares5,879 from 4,538
Change+1,341 (+30%)
Value$286.3K (+$55.6K)
Filed 2026-11-06
Bridges Investment Management Inc
NEW
Shares5,812
Change+5,812
Value$283.0K
Filed 2026-11-10
Centennial Wealth Advisory LLC
INCREASED
Shares5,790 from 5,652
Change+138 (+2%)
Value$282.0K (-$5.3K)
Filed 2026-10-16
Fairvoy Private Wealth, LLC
INCREASED
Shares5,778 from 5,203
Change+575 (+11%)
Value$281.4K (+$16.9K)
Filed 2026-10-19
GW Henssler & Associates LTD
UNCHANGED
Shares5,763 from 5,763
Change0 (0%)
Value$280.6K (-$12.3K)
Filed 2026-10-26
DT Investment Partners, LLC
UNCHANGED
Shares5,756 from 5,756
Change0 (0%)
Value$280.3K (-$12.3K)
Filed 2026-10-27
Hudock, Inc.
DECREASED
Shares5,695 from 5,751
Change-56 (-1%)
Value$277.3K (-$15.0K)
Filed 2026-10-14
MKT Advisors LLC
INCREASED
Shares5,660 from 5,445
Change+215 (+4%)
Value$278.9K (-$1.6K)
Filed 2026-10-20
Westover Capital Advisors, LLC
UNCHANGED
Shares5,630 from 5,630
Change0 (0%)
Value$274.2K (-$12.0K)
Filed 2026-10-26
Live Oak Investment Partners
NEW
Shares5,609
Change+5,609
Value$273.2K
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares5,582 from 5,580
Change+2 (+0%)
Value$286.4K (+$5.8K)
Filed 2026-10-27
Huntington National Bank
DECREASED
Shares5,532 from 10,640
Change-5,108 (-48%)
Value$269.4K (-$271.4K)
Filed 2026-11-10
Plimoth Trust Co LLC
DECREASED
Shares5,493 from 5,624
Change-131 (-2%)
Value$267.5K (-$18.4K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
DECREASED
Shares5,489 from 5,721
Change-232 (-4%)
Value$267.3K (-$23.5K)
Filed 2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares5,451 from 4,861
Change+590 (+12%)
Value$265.5K (+$18.4K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares5,442 from 5,306
Change+136 (+3%)
Value$265.0K (-$4.7K)
Filed 2026-10-13
Meramec Financial Planners, LLC
INCREASED
Shares5,395 from 5,386
Change+9 (+0%)
Value$280.3K (+$3.5K)
Filed 2026-11-09
Chemistry Wealth Management LLC
INCREASED
Shares5,370 from 5,369
Change+1 (+0%)
Value$261.5K (-$11.4K)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares5,261 from 4,414
Change+847 (+19%)
Value$256.2K (+$31.8K)
Filed 2026-10-30
German American Bancorp, Inc.
DECREASED
Shares5,210 from 5,920
Change-710 (-12%)
Value$253.7K (-$47.2K)
Filed 2026-11-10
Duncker Streett & Co Inc
INCREASED
Shares5,145 from 5,135
Change+10 (+0%)
Value$250.6K (-$10.5K)
Filed 2026-10-27
Modera Wealth Management, LLC
NEW
Shares5,106
Change+5,106
Value$248.7K
Filed 2026-10-28
Straight Path Wealth Management
INCREASED
Shares5,097 from 4,812
Change+285 (+6%)
Value$248.2K (+$3.6K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares5,085 from 125
Change+4,960 (+3968%)
Value$251.5K (+$245.1K)
Filed 2026-10-30
Cdkv Holdings LLC
DECREASED
Shares5,081 from 5,514
Change-433 (-8%)
Value$247.4K (-$32.8K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares5,041 from 5,945
Change-904 (-15%)
Value$245 (-$301.8K)
Filed 2026-10-22
Tannin Capital LLC
INCREASED
Shares4,925 from 4,906
Change+19 (+0%)
Value$239.8K (-$9.5K)
Filed 2026-11-05
Financial Partners Group, Inc
INCREASED
Shares4,892 from 4,891
Change+1 (+0%)
Value$238.2K (-$10.3K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares4,868 from 6,058
Change-1,190 (-20%)
Value$237.1K (-$70.8K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares4,852 from 6,344
Change-1,492 (-24%)
Value$236.3K (-$86.2K)
Filed 2026-10-28
Rockingstone Advisors LLC
UNCHANGED
Shares4,840 from 4,840
Change0 (0%)
Value$235.7K (-$10.3K)
Filed 2026-10-16
Magnus Financial Group LLC
DECREASED
Shares4,822 from 4,944
Change-122 (-2%)
Value$234.8K (-$16.5K)
Filed 2026-10-21
Gilman Hill Asset Management, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$233.8K (-$10.2K)
Filed 2026-10-13
Archford Capital Strategies, LLC
NEW
Shares4,634
Change+4,634
Value$225.7K
Filed 2026-10-19
Miramontes Capital, LLC
UNCHANGED
Shares4,596 from 4,596
Change0 (0%)
Value$223.8K (-$9.8K)
Filed 2026-10-19
USA Financial Formulas
NEW
Shares4,552
Change+4,552
Value$221.7K
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares4,507 from 4,641
Change-134 (-3%)
Value$219.5K (-$16.4K)
Filed 2026-10-26
IMZ Advisory Inc
DECREASED
Shares4,488 from 4,492
Change-4 (0%)
Value$218.6K (-$9.8K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares4,477 from 4,304
Change+173 (+4%)
Value$218.0K (-$742)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,471 from 5,073
Change-602 (-12%)
Value$217.7K (-$40.1K)
Filed 2026-10-20
Journey Advisory Group, LLC
UNCHANGED
Shares4,460 from 4,460
Change0 (0%)
Value$217.2K (-$9.5K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares4,432 from 4,432
Change0 (0%)
Value$215.8K (-$9.4K)
Filed 2026-10-27
Bangor Savings Bank
DECREASED
Shares4,426 from 5,105
Change-679 (-13%)
Value$215.5K (-$43.9K)
Filed 2026-10-06
City Holding Co
DECREASED
Shares4,415 from 4,825
Change-410 (-8%)
Value$215.0K (-$30.2K)
Filed 2026-10-19
Condor Capital Management
DECREASED
Shares4,391 from 4,449
Change-58 (-1%)
Value$213.8K (-$12.3K)
Filed 2026-11-06
Valmark Advisers, Inc.
DECREASED
Shares4,366 from 5,965
Change-1,599 (-27%)
Value$212.6K (-$90.6K)
Filed 2026-11-06
Councilmark Asset Management, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$210.9K (-$9.2K)
Filed 2026-10-20
Prentice Wealth Management LLC
DECREASED
Shares4,314 from 4,421
Change-107 (-2%)
Value$210.1K (-$14.6K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares4,313 from 4,721
Change-408 (-9%)
Value$210.0K (-$29.9K)
Filed 2026-11-04
Balefire, LLC
NEW
Shares4,311
Change+4,311
Value$209.9K
Filed 2026-10-09
Visionary Wealth Advisors
UNCHANGED
Shares4,260 from 4,260
Change0 (0%)
Value$207.5K (-$9.1K)
Filed 2026-11-04
Mindset Wealth Management, LLC
NEW
Shares4,253
Change+4,253
Value$207.1K
Filed 2026-10-19
Strive Financial Group,LLC
NEW
Shares4,214
Change+4,214
Value$205.2K
Filed 2026-11-09
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares4,200 from 3,736
Change+464 (+12%)
Value$204.5K (+$14.6K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,165 from 4,117
Change+48 (+1%)
Value$202.2K (-$7.9K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares4,147 from 4,196
Change-49 (-1%)
Value$202.0K (-$11.3K)
Filed 2026-11-04
BKM Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$194.8K (-$8.5K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$194.8K (-$8.5K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
INCREASED
Shares3,962 from 3,957
Change+5 (+0%)
Value$193 (-$8)
Filed 2026-10-27
Certuity, LLC
NEW
Shares3,638
Change+3,638
Value$177.2K
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,618 from 3,618
Change0 (0%)
Value$176.2K (-$7.7K)
Filed 2026-10-23
Toews Corp
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$175.3K (-$7.7K)
Filed 2026-11-09
Angeles Wealth Management, LLC
DECREASED
Shares3,524 from 3,699
Change-175 (-5%)
Value$171.6K (-$16.4K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares3,444 from 4,579
Change-1,135 (-25%)
Value$167.7K (-$65.0K)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$164.8K (-$7.2K)
Filed 2026-10-27
Harbour Investments, Inc.
DECREASED
Shares3,348 from 6,681
Change-3,333 (-50%)
Value$163.0K (-$176.6K)
Filed 2026-11-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,249 from 1,631
Change+1,618 (+99%)
Value$158.2K (+$75.3K)
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares3,240 from 3,240
Change0 (0%)
Value$157.8K (-$6.9K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares3,148 from 4,228
Change-1,080 (-26%)
Value$153.3K (-$61.6K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares3,118 from 3,114
Change+4 (+0%)
Value$151.9K (-$6.4K)
Filed 2026-11-06
Planning Strategies Inc.
UNCHANGED
Shares3,096 from 3,096
Change0 (0%)
Value$150.8K (-$6.6K)
Filed 2026-10-02
Oakworth Capital, Inc.
UNCHANGED
Shares3,088 from 3,088
Change0 (0%)
Value$150.4K (-$6.6K)
Filed 2026-10-26
Nuveen, LLC
NEW
Shares3,040
Change+3,040
Value$149.3K
Filed 2026-11-10
Eastern Bank
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$146.1K (-$6.4K)
Filed 2026-10-05
Compass Financial Management LLC
DECREASED
Shares2,922 from 3,532
Change-610 (-17%)
Value$142.3K (-$37.7K)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
NEW
Shares2,900
Change+2,900
Value$141.2K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,872 from 2,852
Change+20 (+1%)
Value$139.9K (-$5.1K)
Filed 2026-10-27
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares2,842 from 2,842
Change0 (0%)
Value$138.4K (-$6.1K)
Filed 2026-10-16
Activest Wealth Management
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$138.0K (-$6.0K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares2,832 from 12,136
Change-9,304 (-77%)
Value$137.9K (-$479.0K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares2,596 from 2,614
Change-18 (-1%)
Value$126.4K (-$6.5K)
Filed 2026-11-02
Provident Wealth Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$121.8K (-$5.3K)
Filed 2026-10-20
Covestor Ltd
INCREASED
Shares2,487 from 2,432
Change+55 (+2%)
Value$121 (-$122.9K)
Filed 2026-10-30
Sava Infond d.o.o.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$119.3K (-$5.2K)
Filed 2026-10-28
Geneos Wealth Management Inc.
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$112.2K (-$4.9K)
Filed 2026-11-09
Elevated Capital Advisors, LLC
DECREASED
Shares2,181 from 5,592
Change-3,411 (-61%)
Value$106.2K (-$178.0K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares2,176 from 587
Change+1,589 (+271%)
Value$106.0K (+$76.2K)
Filed 2026-10-15
EPG Wealth Management LLC
INCREASED
Shares2,160 from 2,155
Change+5 (+0%)
Value$105.2K (-$4.4K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$104.7K (-$4.6K)
Filed 2026-10-21
Union Savings Bank
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$97.4K (-$4.3K)
Filed 2026-10-14
University of Texas S AM Investment Management Co
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$94.8K (-$4.1K)
Filed 2026-11-03
Highland Investment Advisors LLC
DECREASED
Shares1,898 from 2,026
Change-128 (-6%)
Value$92.4K (-$10.5K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
INCREASED
Shares1,851 from 276
Change+1,575 (+571%)
Value$90.1K (+$76.1K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$87.7K (-$3.8K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
NEW
Shares1,766
Change+1,766
Value$86.0K
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares1,733
Change+1,733
Value$84.4K
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$84.3K (-$3.7K)
Filed 2026-11-02
Chilton Capital Management LLC
DECREASED
Shares1,727 from 1,967
Change-240 (-12%)
Value$84.1K (-$15.9K)
Filed 2026-10-28
Morse Asset Management, Inc
DECREASED
Shares1,657 from 1,682
Change-25 (-1%)
Value$80.7K (-$4.8K)
Filed 2026-11-09
Hickory Point Bank & Trust
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$80.4K (-$3.5K)
Filed 2026-10-01
Signaturefd, LLC
DECREASED
Shares1,553 from 1,555
Change-2 (0%)
Value$75.7K (-$3.4K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares1,486 from 1,396
Change+90 (+6%)
Value$72.4K (+$1.4K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares1,478 from 484
Change+994 (+205%)
Value$72.0K (+$47.4K)
Filed 2026-11-05
Godfrey Financial Associates, Inc.
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$71.9K (-$3.1K)
Filed 2026-11-10
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$71 (-$73.9K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares1,423 from 1,347
Change+76 (+6%)
Value$69.3K (+$832)
Filed 2026-10-22
Byrne Asset Management LLC
INCREASED
Shares1,369 from 1,287
Change+82 (+6%)
Value$66.5K (+$1.0K)
Filed 2026-10-06
Country Trust Bank
DECREASED
Shares1,339 from 1,546
Change-207 (-13%)
Value$65.2K (-$13.4K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$64.8K (-$2.8K)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares1,284 from 784
Change+500 (+64%)
Value$62.5K (+$22.7K)
Filed 2026-10-21
NBH Bank
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$59.9K (-$2.6K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares1,171 from 2,337
Change-1,166 (-50%)
Value$57.0K (-$61.7K)
Filed 2026-11-09
Horrell Capital Management, Inc.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$56.0K (-$2.5K)
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares1,140 from 1,289
Change-149 (-12%)
Value$55.5K (-$10.0K)
Filed 2026-10-14
First United Bank & Trust
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$54.7K (-$2.4K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$54.5K (-$2.4K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$49.1K (-$2.1K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares960
Change+960
Value$46.8K
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$45.9K (-$2.0K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$45.6K (-$2.0K)
Filed 2026-10-15
Founders Financial Alliance, LLC
DECREASED
Shares922 from 3,731
Change-2,809 (-75%)
Value$44.9K (-$144.7K)
Filed 2026-11-10
Root Financial Partners, LLC
NEW
Shares916
Change+916
Value$44.6K
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$43.8K (-$1.9K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$43.8K (-$1.9K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares859 from 927
Change-68 (-7%)
Value$41.7K (-$5.6K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares825 from 691
Change+134 (+19%)
Value$40.2K (+$5.1K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares824 from 1,029
Change-205 (-20%)
Value$40.1K (-$12.2K)
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$38.6K (-$1.7K)
Filed 2026-10-08
KFG LLC
NEW
Shares780
Change+780
Value$38.0K
Filed 2026-11-02
Nfsg Corp
DECREASED
Shares758 from 768
Change-10 (-1%)
Value$36.9K (-$2.1K)
Filed 2026-10-15
Great Lakes Advisors, LLC
NEW
Shares754
Change+754
Value$36.7K
Filed 2026-11-06
Pittenger & Anderson Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$36.5K (-$1.6K)
Filed 2026-11-02
Winch Advisory Services, LLC
INCREASED
Shares746 from 742
Change+4 (+1%)
Value$36.3K (-$1.4K)
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$36 (-$37.0K)
Filed 2026-10-16
Rothschild Investment LLC
INCREASED
Shares708 from 183
Change+525 (+287%)
Value$34.5K (+$25.2K)
Filed 2026-11-10
TFC Financial Management, Inc.
INCREASED
Shares648 from 645
Change+3 (+0%)
Value$31.6K (-$1.2K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares634
Change+634
Value$30.9K
Filed 2026-10-30
Anchor Investment Management, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$30.7K (-$1.3K)
Filed 2026-11-10
Armor Investment Advisors, LLC
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$30.4K (-$1.3K)
Filed 2026-10-27
Valley Wealth Managers, Inc.
INCREASED
Shares606 from 464
Change+142 (+31%)
Value$29.5K (+$5.9K)
Filed 2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$29.2K (-$1.3K)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$29.2K (-$1.3K)
Filed 2026-10-14
Register Financial Advisors LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$28.6K (-$1.3K)
Filed 2026-10-23
Smartleaf Asset Management LLC
INCREASED
Shares557 from 394
Change+163 (+41%)
Value$27.3K (+$7.4K)
Filed 2026-11-10
Sherman Asset Management, Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$25.8K (-$1.1K)
Filed 2026-11-05
Olistico Wealth, LLC
INCREASED
Shares513 from 484
Change+29 (+6%)
Value$25.0K (+$381)
Filed 2026-10-05
Legacy Bridge, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$24.8K (-$1.1K)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$24.3K (-$1.1K)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED
Shares496 from 490
Change+6 (+1%)
Value$24.2K (-$753)
Filed 2026-11-02
Vestor Capital, LLC
DECREASED
Shares486 from 31,457
Change-30,971 (-98%)
Value$235 (-$21.9K)
Filed 2026-11-04
Luken Investment Analytics, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$22.1K (-$967)
Filed 2026-11-06
Salomon & Ludwin, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$21.9K (-$1.0K)
Filed 2026-10-29
Clayton Financial Group LLC
NEW
Shares435
Change+435
Value$21.2K
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares434 from 1,252
Change-818 (-65%)
Value$21.1K (-$42.5K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
INCREASED
Shares432 from 430
Change+2 (+0%)
Value$21.0K (-$821)
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$20.2K (-$882)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$19.7K (-$860)
Filed 2026-10-14
CNB Bank
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$19.4K (-$847)
Filed 2026-11-09
Valley National Advisers Inc
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$19.1K (-$835)
Filed 2026-10-23
Hantz Financial Services, Inc.
INCREASED
Shares388 from 281
Change+107 (+38%)
Value$19 (+$5)
Filed 2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$18.3K (-$801)
Filed 2026-10-29
Cardiff Park Advisors, LLC
NEW
Shares350
Change+350
Value$17.0K
Filed 2026-11-09
Rydar Equities, Inc.
NEW
Shares338
Change+338
Value$16.6K
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$16.0K (-$698)
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.6K (-$639)
Filed 2026-10-16
Cypress Capital Management LLC (WY)
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.6K (-$639)
Filed 2026-11-09
Tsfg, LLC
DECREASED
Shares298 from 879
Change-581 (-66%)
Value$15 (-$45.0K)
Filed 2026-10-23
American National Bank & Trust
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$14.5K (-$635)
Filed 2026-10-07
Archer Investment Corp
DECREASED
Shares296 from 330
Change-34 (-10%)
Value$14.4K (-$2.3K)
Filed 2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$14.3K (-$624)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$13.8K (-$605)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$13.4K (-$586)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$13.3K (-$583)
Filed 2026-10-07
Harbor Investment Advisory, LLC
DECREASED
Shares260 from 660
Change-400 (-61%)
Value$12.7K (-$20.9K)
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.2K (-$533)
Filed 2026-10-22
Daytona Street Capital LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$11.8K (-$403)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$11.5K (-$503)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$11.1K (-$484)
Filed 2026-10-16
Pioneer Family Office, LLC
INCREASED
Shares226 from 189
Change+37 (+20%)
Value$11.0K (+$1.4K)
Filed 2026-10-30
United Community Bank
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$10.8K (-$473)
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares220
Change+220
Value$10.7K
Filed 2026-10-19
Spire Wealth Management
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$10.6K (-$464)
Filed 2026-10-30
Livelsberger Financial Advisory
NEW
Shares200
Change+200
Value$9.7K
Filed 2026-10-28
Motco
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.7K (-$426)
Filed 2026-11-09
Creative Capital Management Investments LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$9.2K (-$400)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.8K (-$383)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$8.7K (-$379)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
NEW
Shares174
Change+174
Value$8.5K
Filed 2026-10-29
Avion Wealth
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$7 (-$1)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$8.0K (-$349)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
NEW
Shares155
Change+155
Value$7.5K
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$7.5K (-$329)
Filed 2026-10-26
Sunrise Financial Services, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.7K (-$294)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$6.6K (-$257)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$6.5K (-$285)
Filed 2026-11-03
Tidemark, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$5.8K (-$256)
Filed 2026-11-09
Eukles Asset Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.4K (-$234)
Filed 2026-11-04
Coston, McIsaac & Partners
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$5.0K (+$5.0K)
Filed 2026-11-06
Fortis Group Advisors, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$4.3K (-$187)
Filed 2026-11-06
First Premier Bank
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4 ($0)
Filed 2026-10-13
Heritage Family Offices, LLP
NEW
Shares72
Change+72
Value$3.5K
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.4K (-$149)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares66 from 100
Change-34 (-34%)
Value$3.2K (-$1.9K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares64
Change+64
Value$3.1K
Filed 2026-10-27
Viewpoint Capital Management LLC
NEW
Shares60
Change+60
Value$2.9K
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.9K (-$128)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.9K (-$128)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares55 from 8
Change+47 (+588%)
Value$2.7K (+$2.2K)
Filed 2026-11-04
Bogart Wealth, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.5K (-$96)
Filed 2026-11-10
Citizens National Bank Trust Department
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.4K (-$107)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
NEW
Shares48
Change+48
Value$2.3K
Filed 2026-10-19
DeDora Capital, Inc.
NEW
Shares36
Change+36
Value$1.8K
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.8K (-$77)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.5K (-$57)
Filed 2026-10-21
TD Private Client Wealth LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$779 (-$34)
Filed 2026-10-28
Rakuten Securities, Inc.
NEW
Shares15
Change+15
Value$731
Filed 2026-11-02
Axiom Investment Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$753 (-$33)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$682 (-$30)
Filed 2026-10-28
Mosley Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$506 (-$2)
Filed 2026-10-16
Gilpin Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$487 (-$22)
Filed 2026-10-09
DecisionPoint Financial, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$486 (-$25)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares9 from 46
Change-37 (-80%)
Value$438 (-$1.9K)
Filed 2026-10-14
Townsend Asset Management Corp
DECREASED
Shares6 from 1,711
Change-1,705 (-100%)
Value$293 (-$86.7K)
Filed 2026-10-29
Weaver Capital Management LLC
DECREASED
Shares4 from 66
Change-62 (-94%)
Value$195 (-$3.1K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 444,783
Change-444,783 (-100%)
Value$0 (-$22.6M)
Filed 2026-10-29
Jefferies Financial Group Inc.
CLOSED
Shares0 from 400,400
Change-400,400 (-100%)
Value$0 (-$20.4M)
Filed 2026-11-05
Horizon Wealth Management, LLC
CLOSED
Shares0 from 340,689
Change-340,689 (-100%)
Value$0 (-$17.3M)
Filed 2026-11-02
Royal Fund Management, LLC
CLOSED
Shares0 from 221,572
Change-221,572 (-100%)
Value$0 (-$11.3M)
Filed 2026-10-22
Adams Diversified Equity Fund, Inc.
CLOSED
Shares0 from 217,300
Change-217,300 (-100%)
Value$0 (-$11.0M)
Filed 2026-10-21
Thor Trading Advisors, LLC
CLOSED
Shares0 from 155,268
Change-155,268 (-100%)
Value$0 (-$7.9M)
Filed 2026-11-05
StoneX Group Inc.
CLOSED
Shares0 from 143,612
Change-143,612 (-100%)
Value$0 (-$7.3M)
Filed 2026-11-03
Squarepoint Ops LLC
CLOSED
Shares0 from 125,513
Change-125,513 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-09
West Financial Advisors, LLC
CLOSED
Shares0 from 81,267
Change-81,267 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-22
GFS Advisors, LLC
CLOSED
Shares0 from 65,910
Change-65,910 (-100%)
Value$0 (-$254)
Filed 2026-11-03
Surience Private Wealth LLC
CLOSED
Shares0 from 62,046
Change-62,046 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-16
Western Wealth Management, LLC
CLOSED
Shares0 from 61,073
Change-61,073 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-09
Graetz Wealth LLC
CLOSED
Shares0 from 54,699
Change-54,699 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-27
Advisor OS, LLC
CLOSED
Shares0 from 42,233
Change-42,233 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Retireful, LLC
CLOSED
Shares0 from 40,710
Change-40,710 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-09
Canal Capital Management, LLC
CLOSED
Shares0 from 32,456
Change-32,456 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-10
Intrua Financial, LLC
CLOSED
Shares0 from 31,290
Change-31,290 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 30,924
Change-30,924 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
PCG Asset Management, LLC
CLOSED
Shares0 from 20,977
Change-20,977 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Mizuho Markets Cayman LP
CLOSED
Shares0 from 20,732
Change-20,732 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-09
Roman Butler Fullerton & Co
CLOSED
Shares0 from 17,397
Change-17,397 (-100%)
Value$0 (-$879.9K)
Filed 2026-10-27
Wall Capital Group, Inc.
CLOSED
Shares0 from 16,277
Change-16,277 (-100%)
Value$0 (-$827.4K)
Filed 2026-10-14
Strategic Blueprint, LLC
CLOSED
Shares0 from 15,990
Change-15,990 (-100%)
Value$0 (-$812.8K)
Filed 2026-10-22
D.B. Root & Company, LLC
CLOSED
Shares0 from 14,310
Change-14,310 (-100%)
Value$0 (-$727.4K)
Filed 2026-11-04
Glaxis Capital Management, LLC
CLOSED
Shares0 from 10,907
Change-10,907 (-100%)
Value$0 (-$554.4K)
Filed 2026-11-02
City Center Advisors, LLC
CLOSED
Shares0 from 10,653
Change-10,653 (-100%)
Value$0 (-$541.5K)
Filed 2026-10-08
Global View Capital Management LLC
CLOSED
Shares0 from 9,825
Change-9,825 (-100%)
Value$0 (-$499.4K)
Filed 2026-10-28
Advisory Solutions Group, LLC
CLOSED
Shares0 from 8,458
Change-8,458 (-100%)
Value$0 (-$429.9K)
Filed 2026-10-14
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 6,800
Change-6,800 (-100%)
Value$0 (-$345.6K)
Filed 2026-11-03
Loudon Investment Management, LLC
CLOSED
Shares0 from 6,580
Change-6,580 (-100%)
Value$0 (-$334.5K)
Filed 2026-11-06
Fulcrum Equity Management
CLOSED
Shares0 from 6,493
Change-6,493 (-100%)
Value$0 (-$330.0K)
Filed 2026-10-21
VCI Wealth Management LLC
CLOSED
Shares0 from 6,373
Change-6,373 (-100%)
Value$0 (-$323.9K)
Filed 2026-10-29
Vise Technologies, Inc.
CLOSED
Shares0 from 5,946
Change-5,946 (-100%)
Value$0 (-$302.2K)
Filed 2026-10-29
Leuthold Group, LLC
CLOSED
Shares0 from 5,680
Change-5,680 (-100%)
Value$0 (-$288.7K)
Filed 2026-11-04
Wespac Advisors, LLC
CLOSED
Shares0 from 4,935
Change-4,935 (-100%)
Value$0 (-$250.8K)
Filed 2026-10-26
Moneywise, Inc.
CLOSED
Shares0 from 4,799
Change-4,799 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 4,391
Change-4,391 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-13
Occidental Asset Management, LLC
CLOSED
Shares0 from 4,191
Change-4,191 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-05
Belvedere Trading LLC
CLOSED
Shares0 from 4,144
Change-4,144 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
Regions Financial Corp
CLOSED
Shares0 from 4,029
Change-4,029 (-100%)
Value$0 (-$204.8K)
Filed 2026-11-05
Heritage Wealth Advisors
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$86.4K)
Filed 2026-11-09
Solstein Capital, LLC
CLOSED
Shares0 from 1,470
Change-1,470 (-100%)
Value$0 (-$74.7K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,144
Change-1,144 (-100%)
Value$0 (-$58.4K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$38.0K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-13
Wagner Wealth Management, LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-05
BankPlus Trust Department
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$712)
Filed 2026-10-15
Evolution Wealth Management Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$661)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 12,459,148
Change-12,459,148 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,440,238
Change-7,440,238 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,384,667
Change-7,384,667 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,820,618
Change-5,820,618 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,388,001
Change-5,388,001 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,743,706
Change-3,743,706 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,986,080
Change-2,986,080 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,786,875
Change-2,786,875 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,724,001
Change-2,724,001 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,441,186
Change-2,441,186 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,328,091
Change-2,328,091 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 2,135,161
Change-2,135,161 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,065,807
Change-2,065,807 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,806,807
Change-1,806,807 (-100%)
Value—
SRB Corp
N/A
Shares— from 1,729,580
Change-1,729,580 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,689,170
Change-1,689,170 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,631,630
Change-1,631,630 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,128,272
Change-1,128,272 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,086,212
Change-1,086,212 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 899,433
Change-899,433 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 885,247
Change-885,247 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 830,608
Change-830,608 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 770,130
Change-770,130 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 738,913
Change-738,913 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 687,637
Change-687,637 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 511,605
Change-511,605 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 487,048
Change-487,048 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 485,000
Change-485,000 (-100%)
Value—
Main Management LLC
N/A
Shares— from 481,735
Change-481,735 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 465,998
Change-465,998 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 440,430
Change-440,430 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 435,005
Change-435,005 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 415,988
Change-415,988 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 407,911
Change-407,911 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 397,289
Change-397,289 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 384,550
Change-384,550 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 377,252
Change-377,252 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 348,281
Change-348,281 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 342,617
Change-342,617 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 299,863
Change-299,863 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 293,573
Change-293,573 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 276,575
Change-276,575 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 271,543
Change-271,543 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 262,982
Change-262,982 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 261,291
Change-261,291 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 232,579
Change-232,579 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 232,078
Change-232,078 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 231,307
Change-231,307 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 182,210
Change-182,210 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 177,741
Change-177,741 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 176,767
Change-176,767 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 173,452
Change-173,452 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 157,779
Change-157,779 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 157,247
Change-157,247 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 154,263
Change-154,263 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 153,562
Change-153,562 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 149,546
Change-149,546 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 148,406
Change-148,406 (-100%)
Value—
State Street Corp
N/A
Shares— from 144,538
Change-144,538 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 143,571
Change-143,571 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 141,443
Change-141,443 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 135,588
Change-135,588 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 135,017
Change-135,017 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 127,470
Change-127,470 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 125,077
Change-125,077 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 119,158
Change-119,158 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 116,013
Change-116,013 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 115,018
Change-115,018 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 111,760
Change-111,760 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 110,726
Change-110,726 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 104,644
Change-104,644 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 100,881
Change-100,881 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 94,730
Change-94,730 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 91,056
Change-91,056 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 83,393
Change-83,393 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 80,933
Change-80,933 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 80,690
Change-80,690 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 80,034
Change-80,034 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 75,101
Change-75,101 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 73,881
Change-73,881 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 73,539
Change-73,539 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 72,103
Change-72,103 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 67,706
Change-67,706 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 67,494
Change-67,494 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 64,805
Change-64,805 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 62,552
Change-62,552 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 62,204
Change-62,204 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 61,687
Change-61,687 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 61,315
Change-61,315 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 61,079
Change-61,079 (-100%)
Value—
Simmons Bank
N/A
Shares— from 58,731
Change-58,731 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 58,701
Change-58,701 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 58,263
Change-58,263 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 57,307
Change-57,307 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 56,769
Change-56,769 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 56,169
Change-56,169 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 53,685
Change-53,685 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 51,294
Change-51,294 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 51,247
Change-51,247 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,977
Change-50,977 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 49,699
Change-49,699 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 48,554
Change-48,554 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 48,500
Change-48,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 47,683
Change-47,683 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 47,627
Change-47,627 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 47,426
Change-47,426 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 46,452
Change-46,452 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 45,354
Change-45,354 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 45,202
Change-45,202 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 44,399
Change-44,399 (-100%)
Value—
&partners
N/A
Shares— from 42,994
Change-42,994 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 42,823
Change-42,823 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 42,468
Change-42,468 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 41,485
Change-41,485 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 41,260
Change-41,260 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 38,501
Change-38,501 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 37,810
Change-37,810 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 36,555
Change-36,555 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,792
Change-35,792 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 34,626
Change-34,626 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 33,777
Change-33,777 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 33,379
Change-33,379 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 31,668
Change-31,668 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 31,413
Change-31,413 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 31,005
Change-31,005 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 30,506
Change-30,506 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 30,250
Change-30,250 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 30,217
Change-30,217 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,856
Change-29,856 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 29,534
Change-29,534 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 28,915
Change-28,915 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 27,985
Change-27,985 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,373
Change-27,373 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,332
Change-27,332 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,516
Change-26,516 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,244
Change-26,244 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 25,249
Change-25,249 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 25,160
Change-25,160 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 25,114
Change-25,114 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 25,015
Change-25,015 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 24,872
Change-24,872 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 24,188
Change-24,188 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 23,690
Change-23,690 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,628
Change-22,628 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 22,548
Change-22,548 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 22,134
Change-22,134 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 21,956
Change-21,956 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 21,618
Change-21,618 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,415
Change-21,415 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20,869
Change-20,869 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 20,432
Change-20,432 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 20,329
Change-20,329 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,924
Change-19,924 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 19,470
Change-19,470 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 19,365
Change-19,365 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,654
Change-18,654 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 17,682
Change-17,682 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 17,506
Change-17,506 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 17,325
Change-17,325 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,929
Change-15,929 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,923
Change-15,923 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 15,748
Change-15,748 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 14,913
Change-14,913 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 14,876
Change-14,876 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 14,634
Change-14,634 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 14,168
Change-14,168 (-100%)
Value—
Bank of Marin
N/A
Shares— from 14,093
Change-14,093 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 13,973
Change-13,973 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 13,820
Change-13,820 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,799
Change-13,799 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,132
Change-13,132 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,321
Change-11,321 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 11,136
Change-11,136 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,023
Change-11,023 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,894
Change-10,894 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,609
Change-10,609 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 10,111
Change-10,111 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,857
Change-9,857 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 8,747
Change-8,747 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 8,319
Change-8,319 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 7,933
Change-7,933 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,612
Change-7,612 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 827
Change-827 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 757
Change-757 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Quarry LP
N/A
Shares— from 720
Change-720 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 608
Change-608 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 586
Change-586 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 365
Change-365 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 314
Change-314 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 247
Change-247 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 222
Change-222 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 220
Change-220 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 217
Change-217 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 126
Change-126 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 123
Change-123 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 121
Change-121 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 94
Change-94 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 62
Change-62 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 54
Change-54 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 51
Change-51 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 36
Change-36 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 33
Change-33 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,800,7593,799,286-998,527-26%$193.1M$136.4M-$56.7M2026-11-06
CIBC World Market Inc.
INCREASED2,744,0551,832,098+911,957+50%$93.1M$133.6M+$40.5M2026-11-10
Truist Financial Corp
INCREASED2,490,4962,397,993+92,503+4%$121.9M$121.3M-$602.8K2026-10-30
WestEnd Advisors, LLC
INCREASED2,447,6852,229,844+217,841+10%$113.3M$119.2M+$5.9M2026-10-27
ING Groep NV
UNCHANGED2,034,0612,034,06100%$103.4M$99.1M-$4.3M2026-11-10
Migdal Insurance & Financial Holdings Ltd.
DECREASED1,695,9691,696,180-2110%$86.2M$82.6M-$3.6M2026-11-09
Natixis
DECREASED1,615,3422,205,212-589,870-27%$112.1M$78.7M-$33.4M2026-11-06
Citigroup Inc
DECREASED1,545,5152,224,948-679,433-31%$113.1M$75.3M-$37.8M2026-11-04
Factory Mutual Insurance Co
UNCHANGED943,000943,00000%$47.9M$45.9M-$2.0M2026-10-30
Victory Capital Management Inc
INCREASED903,542805,903+97,639+12%$41.0M$44.0M+$3.0M2026-11-10
Thrivent Financial for Lutherans
INCREASED499,484304,320+195,164+64%$15.5M$24.2K-$15.4M2026-11-05
PNC Financial Services Group, Inc.
DECREASED473,576525,465-51,889-10%$26.7M$23.1M-$3.6M2026-11-06
Bank of Montreal
DECREASED434,601602,714-168,113-28%$30.6M$21.2M-$9.5M2026-11-09
J.Safra Asset Management Corp
INCREASED404,086393,130+10,956+3%$20.0M$19.7M-$303.8K2026-11-03
Trilogy Capital Inc.
INCREASED328,041179,978+148,063+82%$9.1M$16.0M+$6.8M2026-10-20
Assetmark, Inc
INCREASED296,861279,439+17,422+6%$14.2M$14.5M+$253.3K2026-10-21
Biltmore Wealth Management, LLC
INCREASED287,861273,577+14,284+5%$13.9M$14.0M+$112.9K2026-10-09
Sollinda Capital Management LLC
NEW266,247—+266,247——$13.0M—2026-11-09
Trust Asset Management LLC
UNCHANGED258,207258,20700%$13.1M$12.6M-$550.0K2026-11-03
HighTower Advisors, LLC
DECREASED256,000281,549-25,549-9%$14.3M$12.5M-$1.8M2026-11-10
AGF Management LTD
DECREASED253,664259,148-5,484-2%$13.2M$12.4M-$819.1K2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED237,819239,993-2,174-1%$12.2M$11.6M-$617.1K2026-10-16
Fifth Third Bancorp
DECREASED220,754300,521-79,767-27%$15.3M$10.8M-$4.5M2026-11-05
KCM Investment Advisors LLC
DECREASED219,963226,020-6,057-3%$11.5M$10.7M-$776.4K2026-10-27
Scotia Capital Inc.
INCREASED211,768208,845+2,923+1%$10.6M$10.3M-$302.5K2026-11-10
Park Avenue Securities LLC
DECREASED211,663239,922-28,259-12%$12.2M$10.3K-$12.2M2026-10-26
Tamar Securities, LLC
INCREASED211,281185,782+25,499+14%$9.4M$10.3M+$846.1K2026-11-03
Barclays PLC
DECREASED203,407890,954-687,547-77%$45.3M$9.9M-$35.4M2026-11-06
Toth Financial Advisory Corp
INCREASED192,680176,882+15,798+9%$9.0M$9.4M+$392.6K2026-10-08
WealthCare Asset Management, LLC
NEW190,819—+190,819——$9.3M—2026-10-26
Flagship Harbor Advisors, LLC
DECREASED189,326190,279-9530%$9.7M$9.2M-$451.7K2026-10-26
Jmac Enterprises LLC
INCREASED188,854185,558+3,296+2%$9.4M$9.2M-$234.7K2026-10-30
CoreCap Advisors, LLC
INCREASED186,706185,556+1,150+1%$9.4M$9.1M-$339.2K2026-10-08
US Bancorp \de\
INCREASED175,842165,739+10,103+6%$8.4M$8.6M+$139.0K2026-11-05
Meitav Investment House LTD
UNCHANGED162,417162,41700%$8.3M$7.9M-$345.9K2026-10-28
Krilogy Financial LLC
INCREASED162,196145,678+16,518+11%$7.4M$8.0M+$614.1K2026-10-13
BAR Harbor Wealth Management
INCREASED161,682161,192+490+0%$8.2M$7.9M-$319.5K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED161,054182,662-21,608-12%$9.3M$7.8K-$9.3M2026-11-02
Merit Financial Group, LLC
INCREASED156,763145,926+10,837+7%$7.4M$7.6M+$217.0K2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED154,68626,414+128,272+486%$1.3M$7.5M+$6.2M2026-11-03
LifePlan Financial, LLC
DECREASED149,034149,110-760%$7.6M$7.3M-$236.4K2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED141,279141,27900%$7.2K$6.9K-$3012026-10-08
Commonwealth Equity Services, LLC
DECREASED133,056210,187-77,131-37%$10.7M$6.5M-$4.2M2026-11-02
First Interstate Bank
DECREASED129,423133,863-4,440-3%$6.8M$6.3M-$501.4K2026-10-23
Florida Trust Wealth Management Co
INCREASED128,406125,462+2,944+2%$6.4M$6.3M-$123.9K2026-11-05
SteelPeak Wealth, LLC
INCREASED127,49277,600+49,892+64%$3.9M$6.2M+$2.3M2026-10-16
Client First Capital LLC
NEW127,348—+127,348——$6.2M—2026-10-22
Davenport & Co LLC
DECREASED125,652148,300-22,648-15%$7.5M$6.1M-$1.4M2026-10-14
CMH Wealth Management LLC
INCREASED124,727119,756+4,971+4%$6.1M$6.1M-$13.0K2026-10-22
Algorithmic Investment Models, LLC
INCREASED123,563102,938+20,625+20%$5.2M$6.0M+$785.2K2026-11-04
Armstrong Advisory Group, Inc
INCREASED119,154117,242+1,912+2%$6.0M$5.8M-$156.6K2026-10-09
Rye Brook Capital LLC
INCREASED116,485108,440+8,045+7%$5.5M$5.7K-$5.5M2026-10-07
Ameraudi Asset Management, Inc.
INCREASED111,639111,454+185+0%$5.7M$5.4M-$228.4K2026-11-05
Galvin, Gaustad & Stein, LLC
INCREASED103,99584,844+19,151+23%$4.3M$5.1M+$752.0K2026-10-08
Bellwether Advisors, LLC
DECREASED100,082147,758-47,676-32%$7.5M$4.9M-$2.6M2026-11-09
Mader & Shannon Wealth Management, Inc.
INCREASED96,36093,676+2,684+3%$4.8M$4.7M-$68.8K2026-11-02
Encompass More Asset Management
NEW93,684—+93,684——$4.6M—2026-10-16
Fearless Solutions, LLC dba Best Invest
INCREASED90,01388,508+1,505+2%$4.5M$4.4M-$115.2K2026-10-14
Creative Planning
INCREASED89,06984,408+4,661+6%$4.3M$4.3M+$47.2K2026-11-02
Great Valley Advisor Group, Inc.
DECREASED87,68293,858-6,176-7%$4.8M$4.3M-$500.1K2026-11-09
FMR LLC
INCREASED86,13384,534+1,599+2%$4.3M$4.2M-$102.1K2026-11-10
First Merchants Corp
DECREASED84,68386,012-1,329-2%$4.4M$4.1M-$247.9K2026-10-15
Chemung Canal Trust Co
DECREASED78,29780,091-1,794-2%$4.1M$3.8M-$258.0K2026-11-04
NBT Bank, N.A.
DECREASED77,62877,860-2320%$4.0M$3.8M-$177.1K2026-10-21
Clark Financial Services Group Inc
NEW77,156—+77,156——$3.8M—2026-10-19
Sharper & Granite LLC
INCREASED76,89376,086+807+1%$3.9M$3.8M-$25.1K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED76,759132,411-55,652-42%$6.7M$3.7M-$3.0M2026-10-16
Atria Investments, Inc
INCREASED76,66859,379+17,289+29%$3.0M$3.7M+$715.5K2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED75,20478,420-3,216-4%$4.0M$3.7M-$323.7K2026-10-05
Founders Financial Securities LLC
INCREASED70,93270,512+420+1%$3.6M$3.5M-$129.7K2026-10-28
Innova Wealth Partners
DECREASED70,57073,527-2,957-4%$3.7M$3.4M-$300.6K2026-10-21
Compass Wealth Management, LLC
INCREASED69,76565,604+4,161+6%$3.3M$3.4M+$62.9K2026-10-30
Floyd Financial Group LLC
DECREASED69,08771,896-2,809-4%$3.6M$3.4M-$205.8K2026-10-28
Able Financial Group, LLC
INCREASED66,82761,346+5,481+9%$3.1M$3.3M+$136.3K2026-10-14
Innealta Capital, LLC
NEW65,156—+65,156——$3.2M—2026-11-02
Trust Co of Oklahoma
DECREASED64,46467,026-2,562-4%$3.4M$3.1M-$267.5K2026-10-15
Pinnacle Associates LTD
DECREASED62,63467,212-4,578-7%$3.4M$3.1M-$366.1K2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED62,37056,629+5,741+10%$2.9M$3.0M+$159.0K2026-10-30
Artesa Financial Group, LLC
DECREASED62,20462,829-625-1%$3.2M$3.0M-$164.3K2026-10-29
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED60,58660,58600%$3.1M$3.0M-$129.0K2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED60,57357,223+3,350+6%$2.9M$2.9M+$41.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED59,67553,241+6,434+12%$2.7M$2.9M+$204.0K2026-10-08
Legacy Private Trust Co.
INCREASED59,53259,438+94+0%$3.0M$2.9M-$122.0K2026-10-06
Orca Investment Management, LLC
DECREASED59,44759,928-481-1%$3.0M$2.9M-$151.1K2026-10-29
Dumont & Blake Investment Advisors LLC
INCREASED59,01458,646+368+1%$3.0M$2.9M-$107.0K2026-10-28
Victory Financial Group, LLC
DECREASED58,55774,038-15,481-21%$3.8M$2.9M-$911.6K2026-10-27
Fragasso Financial Advisors Inc
INCREASED58,51756,972+1,545+3%$2.9M$2.9M-$3.4K2026-10-13
Canton Hathaway, LLC
INCREASED56,42155,260+1,161+2%$2.8M$2.7M-$61.2K2026-10-23
Brookstone Capital Management
INCREASED55,72023,807+31,913+134%$1.2M$2.7M+$1.5M2026-10-22
Kestra Advisory Services, LLC
INCREASED55,62141,258+14,363+35%$2.1M$2.7M+$611.6K2026-11-02
CFC Planning Co LLC
NEW54,656—+54,656——$2.7M—2026-10-28
Silverleafe Capital Partners, LLC
INCREASED54,25153,515+736+1%$2.7M$2.6M-$78.2K2026-10-02
Sigma Planning Corp
INCREASED53,36950,950+2,419+5%$2.6M$2.6M+$9.3K2026-10-23
Midwest Trust Co
INCREASED52,48952,366+123+0%$2.7M$2.6M-$105.6K2026-10-22
Integrated Advisors Network LLC
DECREASED51,657127,399-75,742-59%$6.5M$2.5M-$4.0M2026-10-20
HighPoint Advisor Group LLC
INCREASED51,38550,730+655+1%$2.6M$2.5M-$76.1K2026-11-09
WBH Advisory Inc
DECREASED51,32757,757-6,430-11%$2.9M$2.5M-$436.2K2026-11-05
Keybank National Association
INCREASED51,12650,501+625+1%$2.6M$2.5M-$77.1K2026-11-04
Crown Wealth Group, LLC
INCREASED50,23145,067+5,164+11%$2.3M$2.4M+$155.5K2026-10-19
Southern Capital Services Inc
INCREASED49,85449,295+559+1%$2.5M$2.4M-$77.8K2026-10-19
Meridian Investment Counsel Inc.
DECREASED49,83055,500-5,670-10%$2.8M$2.4M-$394.3K2026-10-14
Silphium Asset Management Ltd
UNCHANGED48,82548,82500%$2.5M$2.4M-$104.0K2026-10-27
Paller Financial Services Inc
DECREASED48,78552,858-4,073-8%$2.7M$2.4M-$310.9K2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED48,56347,211+1,352+3%$2.4M$2.4M-$34.7K2026-10-13
Es4, LLC
DECREASED48,12953,845-5,716-11%$2.7M$2.3M-$393.0K2026-11-09
Clarus Wealth Advisors
DECREASED47,60747,919-312-1%$2.4M$2.4M-$50.4K2026-10-13
Central Trust Co
INCREASED46,61046,309+301+1%$2.4M$2.3M-$84.0K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED45,90445,960-560%$2.3M$2.2K-$2.3M2026-10-14
Straightline Group LLC
INCREASED45,65541,615+4,040+10%$2.1M$2.2M+$108.1K2026-11-10
Whitener Capital Management, Inc.
INCREASED45,60943,770+1,839+4%$2.2M$2.2M-$3.7K2026-10-15
Keystone Global Partners, LLC
NEW45,607—+45,607——$2.2M—2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED45,46147,841-2,380-5%$2.4M$2.2M-$194.8K2026-10-13
Advisory Resource Group
INCREASED45,09744,217+880+2%$2.2M$2.2M-$51.3K2026-10-26
Independent Financial Group, LLC
DECREASED44,63568,307-23,672-35%$3.5M$2.2M-$1.3M2026-10-13
LightSquare Wealth Management, LLC
INCREASED44,30641,736+2,570+6%$2.1M$2.2M+$36.3K2026-11-03
Zullo Investment Group, Inc.
INCREASED43,70643,136+570+1%$2.2M$2.1M-$64.1K2026-10-20
Garrison Point Advisors, LLC
DECREASED43,18743,247-600%$2.2M$2.1M-$95.0K2026-11-10
AMG National Trust Bank
INCREASED42,90542,705+200+0%$2.2M$2.1M-$81.2K2026-11-05
CX Institutional
DECREASED42,76448,940-6,176-13%$2.5K$2.1K-$4052026-10-02
Bosman Wealth Management, LLC
NEW41,820—+41,820——$2.0M—2026-10-28
111 Capital
NEW41,151—+41,151——$2.0M—2026-11-03
Cullen T Bankers, Inc.
INCREASED41,13741,042+95+0%$2.1M$2.0M-$82.8K2026-10-28
UMB Bank, n.a.
DECREASED39,75340,421-668-2%$2.1M$1.9M-$118.6K2026-11-06
Fulton Bank, N.A.
INCREASED39,67536,906+2,769+8%$1.9M$1.9M+$56.2K2026-10-14
Principal Financial Group Inc
UNCHANGED38,61838,61800%$2.0M$1.9M-$82.3K2026-11-02
BOS Asset Management, LLC
DECREASED38,53138,545-140%$2.0M$1.9M-$82.8K2026-10-09
Winthrop Capital Management, LLC
DECREASED38,31940,009-1,690-4%$2.0M$1.9M-$167.9K2026-11-05
High Note Wealth, LLC
DECREASED38,09839,670-1,572-4%$2.0M$1.9M-$161.0K2026-10-27
Essex LLC
INCREASED37,74436,834+910+2%$1.9M$1.8M-$34.1K2026-10-14
Capital Investment Counsel, LLC
INCREASED36,37532,480+3,895+12%$1.7M$1.8M+$120.5K2026-10-14
Nelson Capital Management, LLC
INCREASED36,07233,949+2,123+6%$1.7M$1.8M+$31.1K2026-11-09
Blue Capital, Inc.
NEW35,236—+35,236——$1.7M—2026-10-13
Stapp Wealth Management, Pllc
DECREASED34,45334,637-184-1%$1.8M$1.7M-$82.7K2026-10-15
Conservest Capital Advisors, Inc.
DECREASED33,75636,653-2,897-8%$1.9M$1.6M-$219.2K2026-11-09
Moneco Advisors, LLC
INCREASED33,57529,438+4,137+14%$1.5M$1.6M+$138.7K2026-11-05
Atlas Capital Advisors Inc.
INCREASED33,40031,245+2,155+7%$1.6M$4.4M+$2.8M2026-11-09
Prospera Financial Services Inc
DECREASED33,35675,281-41,925-56%$3.8M$1.8M-$2.1M2026-11-04
3Edge Asset Management, LP
DECREASED33,30335,406-2,103-6%$1.8M$1.6M-$177.8K2026-10-30
Phoenix Financial Ltd.
UNCHANGED33,00033,00000%$1.7M$524.7K-$1.2M2026-11-09
Simplicity Wealth,LLC
DECREASED32,77143,385-10,614-24%$2.2M$1.6M-$609.3K2026-10-23
Bank of New York Mellon Corp
INCREASED32,61729,352+3,265+11%$1.5M$1.6M+$96.5K2026-11-05
Blair William & Co
INCREASED32,32130,786+1,535+5%$1.6M$1.6M+$9.2K2026-11-10
FIL Ltd
INCREASED32,01431,576+438+1%$1.6M$1.6M-$45.9K2026-11-10
Foronjy Financial LLC
INCREASED31,89731,776+121+0%$1.6M$1.6M-$61.8K2026-10-14
Bank of New Hampshire
DECREASED31,62131,868-247-1%$1.6M$1.5M-$79.9K2026-10-06
LEE Danner & Bass Inc
DECREASED31,31833,818-2,500-7%$1.7M$1.5M-$193.8K2026-10-27
Lido Advisors, LLC
INCREASED30,69022,236+8,454+38%$1.1M$1.5M+$364.3K2026-11-04
American Financial & TAX Strategies Inc
UNCHANGED30,65430,65400%$1.6M$1.5M-$65.3K2026-10-16
JSF Financial, LLC
NEW30,375—+30,375——$1.5M—2026-10-22
AlphaCore Capital LLC
DECREASED30,13132,975-2,844-9%$1.7M$1.5M-$208.7K2026-11-04
Stockman Wealth Management, Inc.
INCREASED29,80128,502+1,299+5%$1.4M$1.5M+$2.6K2026-10-27
Harbor Capital Advisors, Inc.
INCREASED29,70129,574+127+0%$1.5M$1.4K-$1.5M2026-10-22
WP Advisors, LLC
DECREASED29,58229,725-1430%$1.5M$1.4M-$70.2K2026-10-22
Busey Bank
DECREASED29,46729,770-303-1%$1.5M$1.4M-$78.2K2026-10-26
Apollon Financial, LLC
NEW29,289—+29,289——$1.4M—2026-10-23
Sanchez Gaunt Capital Management, LLC
NEW29,124—+29,124——$1.4M—2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED29,09330,496-1,403-5%$1.6M$1.4M-$133.3K2026-10-13
Oppenheimer & Co Inc
DECREASED29,08149,290-20,209-41%$2.5M$1.4M-$1.1M2026-10-26
United Asset Strategies, Inc.
DECREASED28,73628,835-990%$1.5M$1.4M-$66.2K2026-10-28
Financial & Tax Architects, LLC
INCREASED28,35826,506+1,852+7%$1.3M$1.4M+$33.7K2026-10-15
Orange Investment Advisors, Inc.
DECREASED28,29128,380-890%$1.4M$1.4M-$64.8K2026-10-23
Milestone Asset Management, LLC
INCREASED28,1315,294+22,837+431%$269.1K$1.4M+$1.1M2026-10-15
Axxcess Wealth Management, LLC
INCREASED27,83919,411+8,428+43%$986.7K$1.4M+$369.1K2026-10-21
Granite Harbor Advisors, Inc.
INCREASED27,83525,653+2,182+9%$1.3M$1.4M+$51.6K2026-11-10
Horizon Financial Services, LLC
INCREASED27,68224,421+3,261+13%$1.2M$1.3M+$106.8K2026-11-04
Sterling Investment Counsel, LLC
INCREASED27,53426,883+651+2%$1.4M$1.3M-$25.6K2026-10-19
Arrow Financial Corp
DECREASED27,49028,611-1,121-4%$1.5M$1.3M-$115.5K2026-10-26
RFG Advisory, LLC
DECREASED27,44827,846-398-1%$1.4M$1.3M-$78.7K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED27,31926,913+406+2%$1.4M$1.3M-$37.6K2026-10-23
Investment Partners, Ltd.
INCREASED26,17613,299+12,877+97%$676.0K$1.3M+$598.8K2026-10-29
Centennial Bank
INCREASED25,81920,076+5,743+29%$1.0M$1.3M+$236.9K2026-11-09
Cooksen Wealth, LLC
INCREASED25,80624,578+1,228+5%$1.2M$1.3M+$26.3K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED25,55525,254+301+1%$1.3M$1.2M-$39.2K2026-11-05
RCW Management, LLC
DECREASED25,37425,375-10%$1.3M$1.2M-$54.1K2026-10-30
Csenge Advisory Group
DECREASED25,14531,080-5,935-19%$1.6M$1.2M-$355.2K2026-11-04
Vaughan David Investments LLC
INCREASED24,88010,879+14,001+129%$553.0K$1.2K-$551.8K2026-11-05
Mizuho Markets Americas LLC
INCREASED24,4357,100+17,335+244%$360.9K$1.2M+$829.1K2026-11-09
First National Trust Co
INCREASED23,96123,036+925+4%$1.2M$1.2M-$4.0K2026-10-28
Wealthfront Advisers LLC
DECREASED23,93224,206-274-1%$1.2M$1.2M-$64.9K2026-11-09
Luminist Capital LLC
DECREASED23,28525,417-2,132-8%$1.3M$1.1M-$158.0K2026-11-10
CWC Advisors, Llc.
INCREASED23,28223,224+58+0%$1.2M$1.1M-$46.6K2026-10-15
Parsons Capital Management Inc
UNCHANGED22,91622,91600%$1.2M$1.1M-$48.8K2026-10-28
BigSur Wealth Management LLC
INCREASED22,86018,200+4,660+26%$925.1K$1.1M+$188.2K2026-10-13
Columbus Macro, LLC
INCREASED22,64222,458+184+1%$1.1M$1.1M-$38.9K2026-10-14
Forbes J M & Co LLP
UNCHANGED22,61022,61000%$1.1M$1.1M-$48.2K2026-10-16
Cornerstone National Bank & Trust Co
DECREASED22,43822,688-250-1%$1.2M$1.1M-$68.4K2026-10-20
Asset Management One Co., Ltd.
INCREASED22,41414,892+7,522+51%$757.0K$1.1M+$334.6K2026-10-27
Odyssey Capital Advisors, Inc.
DECREASED22,35223,709-1,357-6%$1.2M$1.1M-$116.5K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED22,30222,30200%$1.1M$1.1M-$47.5K2026-10-16
Sage Capital Management, LLC
INCREASED22,26122,190+71+0%$1.1M$1.1M-$43.9K2026-10-20
Capital Investment Advisors, LLC
DECREASED22,08522,526-441-2%$1.1M$1.1M-$69.5K2026-10-22
Rockland Trust Co
DECREASED21,97622,146-170-1%$1.1M$1.1M-$55.5K2026-10-05
Carnegie Investment Counsel
INCREASED21,88221,732+150+1%$1.1M$1.1M-$39.0K2026-10-20
Old National Bancorp
DECREASED21,66525,473-3,808-15%$1.3M$1.1M-$239.7K2026-10-20
Citizens Financial Group Inc
DECREASED21,35822,789-1,431-6%$1.2M$1.0M-$118.2K2026-10-23
Sage Capital Advisors,llc
DECREASED21,31421,326-120%$1.1M$1.0M-$46.0K2026-10-13
Meridian Wealth Management, LLC
INCREASED20,78720,296+491+2%$1.0M$1.0M-$17.2K2026-11-05
Orrstown Financial Services Inc
INCREASED20,62219,886+736+4%$1.0M$1.0M-$6.5K2026-10-14
Community Bank, N.A.
DECREASED20,37020,870-500-2%$1.1M$992.0K-$68.8K2026-11-06
Arete Wealth Advisors, LLC
INCREASED20,31815,639+4,679+30%$794.9K$989.5K+$194.6K2026-11-09
Ticino Wealth
INCREASED20,31619,340+976+5%$983.1K$989.4K+$6.4K2026-10-13
Boltwood Capital Management
DECREASED19,86720,059-192-1%$1.0M$967.5K-$52.1K2026-10-02
Premier Path Wealth Partners, LLC
DECREASED19,31528,066-8,751-31%$1.4M$940.6K-$485.9K2026-10-16
Arista Wealth Management, LLC
UNCHANGED18,92218,92200%$961.8K$921.5K-$40.3K2026-10-29
10Elms LLP
DECREASED18,90821,550-2,642-12%$1.1M$920.8K-$174.6K2026-11-06
Colton Groome Financial Advisors, LLC
INCREASED18,65118,559+92+1%$943.4K$908.3K-$35.0K2026-10-06
Associated Banc-Corp
INCREASED18,44518,131+314+2%$921.6K$898.3K-$23.3K2026-10-30
Freestone Capital Holdings, LLC
INCREASED18,00617,960+46+0%$912.9K$876.9K-$36.0K2026-11-09
Chesapeake Wealth Management
DECREASED17,95918,962-1,003-5%$963.8K$874.6K-$89.2K2026-11-09
Personal CFO Solutions, LLC
INCREASED17,77214,353+3,419+24%$729.6K$865.5K+$135.9K2026-11-06
Beacon Capital Management, Inc.
INCREASED17,48612,430+5,056+41%$631.8K$851.6K+$219.8K2026-10-13
Choreo, LLC
DECREASED17,47518,380-905-5%$934.3K$851.0K-$83.2K2026-10-28
Mechanics Bank Trust Department
DECREASED17,00919,925-2,916-15%$1.0M$828.3K-$184.4K2026-10-13
Wealthcare Advisory Partners LLC
NEW16,992—+16,992——$827.5K—2026-10-21
Peoples Financial Services Corp.
DECREASED16,86817,252-384-2%$876.9K$821.5K-$55.4K2026-10-20
NTV Asset Management LLC
DECREASED16,78421,909-5,125-23%$1.1M$817.4K-$296.3K2026-10-23
Baker Avenue Asset Management, LP
DECREASED16,58920,350-3,761-18%$1.0M$807.9K-$226.5K2026-11-06
Laurel Wealth Advisors LLC
DECREASED16,45216,652-200-1%$846.4K$801.2K-$45.2K2026-10-27
Independence Wealth Advisors, LLC
INCREASED16,24315,843+400+3%$805.3K$791.0K-$14.3K2026-10-29
Peoples Bank
DECREASED16,06816,438-370-2%$835.5K$782.5K-$53.0K2026-10-09
AmeriServ Wealth Advisors
DECREASED16,01220,926-4,914-23%$1.1M$779.8K-$283.9K2026-10-21
Sowell Financial Services LLC
DECREASED15,97317,703-1,730-10%$899.8K$777.9K-$122.0K2026-10-23
Apollon Wealth Management, LLC
INCREASED15,72915,592+137+1%$792.6K$766.0K-$26.5K2026-10-23
Nwam LLC
INCREASED15,68611,020+4,666+42%$560.2K$763.9K+$203.7K2026-11-09
Alerus Financial NA
DECREASED15,52425,387-9,863-39%$1.3M$756.0K-$534.4K2026-11-09
Equitable Trust Co
UNCHANGED15,42415,42400%$784.0K$751.1K-$32.9K2026-10-13
Fortem Financial Group, LLC
UNCHANGED15,40015,40000%$782.8K$750.0K-$32.8K2026-10-20
Harel Insurance Investments & Financial Services Ltd.
INCREASED15,30415,181+123+1%$768.0K$741-$767.3K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED15,2949,231+6,063+66%$469.2K$744.8K+$275.6K2026-10-14
Institute for Wealth Management, Llc.
DECREASED15,25815,260-20%$775.7K$743.1K-$32.6K2026-11-06
Florida Financial Advisors, LLC
DECREASED15,22016,225-1,005-6%$824.7K$741.2K-$83.5K2026-11-09
Global Financial Private Client, LLC
INCREASED14,90714,800+107+1%$752.3K$726.0K-$26.3K2026-10-15
MontVue Capital Management, Inc.
DECREASED14,70615,051-345-2%$765.1K$716.2K-$48.9K2026-10-19
Moors & Cabot, Inc.
INCREASED14,5677,723+6,844+89%$392.5K$709.4K+$316.9K2026-11-06
Polaris Financial Partners
NEW14,505—+14,505——$778—2026-10-02
SouthState Bank Corp
UNCHANGED14,36814,36800%$730.3K$699.7K-$30.6K2026-11-09
Asset One Wealth Management LLC
DECREASED14,27914,832-553-4%$749.0K$695.4K-$53.6K2026-11-02
GenTrust, LLC
INCREASED14,19113,365+826+6%$679.3K$691.1K+$11.8K2026-11-06
D.A. Davidson & Co.
INCREASED13,8899,633+4,256+44%$489.7K$676.4K+$186.7K2026-10-28
Quartz Partners, LLC
INCREASED13,81713,401+416+3%$681.2K$672.9K-$8.3K2026-11-03
Kessler Investment Group, LLC
DECREASED13,55714,332-775-5%$728.5K$660.2K-$68.3K2026-10-08
Bullock Wealth Management Group
INCREASED13,54913,254+295+2%$676.2K$658.1K-$18.1K2026-10-09
Parallel Advisors, LLC
DECREASED13,41614,124-708-5%$717.9K$653.4K-$64.6K2026-11-03
Nvwm, LLC
INCREASED13,29113,250+41+0%$673.5K$647.3K-$26.2K2026-10-14
Ipsen Advisor Group LLC
DECREASED13,24015,645-2,405-15%$795.2K$644.8K-$150.4K2026-10-29
Camelot Technology Advisors, Inc.
INCREASED13,13212,301+831+7%$625.3K$639.5K+$14.3K2026-10-09
Bricktown Capital, LLC
UNCHANGED12,94612,94600%$658.0K$630.5K-$27.6K2026-10-13
Wedmont Private Capital
INCREASED12,90710,500+2,407+23%$534.4K$635.9K+$101.6K2026-10-09
M&T Bank Corp
DECREASED12,83913,709-870-6%$696.8K$625.3K-$71.6K2026-11-10
Finivi Inc.
DECREASED12,67812,901-223-2%$655.8K$617.4K-$38.3K2026-10-13
Trust Co
DECREASED12,65212,769-117-1%$649.0K$616.1K-$32.9K2026-10-09
Curat Global, LLC
DECREASED12,54029,690-17,150-58%$4.4M$610.7K-$3.8M2026-10-26
Ridgepath Capital Management LLC
NEW12,445—+12,445——$606.1K—2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED12,37612,022+354+3%$611.1K$602.7K-$8.4K2026-10-21
E&G Advisors, LLC
INCREASED12,12010,918+1,202+11%$555.0K$590.2K+$35.3K2026-10-13
Riverbridge Partners LLC
NEW12,118—+12,118——$590.1K—2026-11-05
Pine Valley Investments Ltd Liability Co
INCREASED12,02711,235+792+7%$571.1K$585.7K+$14.7K2026-11-09
Ascentis Independent Advisors
NEW11,873—+11,873——$578.3K—2026-11-03
Piscataqua Savings Bank
DECREASED11,70611,752-460%$597.3K$570.1K-$27.3K2026-10-21
Bfsg, LLC
DECREASED11,62311,914-291-2%$605.6K$566.0K-$39.5K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED11,60811,296+312+3%$574.2K$565.3K-$8.9K2026-10-23
HB Wealth Management, LLC
DECREASED11,31411,676-362-3%$593.5K$551.0K-$42.5K2026-10-23
Daiwa Securities Group Inc.
UNCHANGED11,27811,27800%$573.3K$549.2K-$24.0K2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED10,92811,152-224-2%$566.8K$532.2K-$34.7K2026-10-23
Avior Wealth Management, LLC
DECREASED10,92116,098-5,177-32%$818.2K$531.9K-$286.4K2026-10-13
Exchange Traded Concepts, LLC
INCREASED10,9068,323+2,583+31%$423.1K$531.1K+$108.1K2026-10-28
Wall Street Financial Group, Inc.
DECREASED10,81610,936-120-1%$555.9K$526.7K-$29.2K2026-11-09
Windsor Capital Management, LLC
INCREASED10,78310,715+68+1%$544.7K$525.1K-$19.5K2026-10-13
Mather Group, Llc.
DECREASED10,73411,040-306-3%$561.2K$522.7K-$38.4K2026-10-14
Global Retirement Partners, LLC
INCREASED10,70510,435+270+3%$530.4K$521.3K-$9.1K2026-11-10
Fifth Third Securities, Inc.
INCREASED10,6138,773+1,840+21%$445.9K$516.9K+$70.9K2026-10-21
Massachusetts Wealth Management
DECREASED10,56010,810-250-2%$549.5K$514.3K-$35.2K2026-10-21
Bison Wealth, LLC
INCREASED10,4186,853+3,565+52%$356.2K$515.1K+$158.8K2026-10-13
Howland Capital Management LLC
NEW10,398—+10,398——$506.4K—2026-10-22
GC Wealth Management RIA, LLC
DECREASED10,25010,585-335-3%$538.0K$499.2K-$38.9K2026-11-02
Soltis Investment Advisors LLC
NEW10,248—+10,248——$499.1K—2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED10,23016,974-6,744-40%$862.8K$498.2K-$364.6K2026-10-14
Vectors Research Management, LLC
DECREASED10,18210,609-427-4%$539.3K$495.9K-$43.4K2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED10,14610,14600%$515.7K$494.1K-$21.6K2026-10-28
Measured Wealth Private Client Group, LLC
DECREASED10,13711,943-1,806-15%$607.1K$493.7K-$113.4K2026-11-10
Burford Brothers, Inc.
DECREASED10,10710,378-271-3%$527.5K$492.2K-$35.3K2026-10-21
ARS Investment Partners, LLC
DECREASED10,00010,128-128-1%$514.8K$487.0K-$27.8K2026-11-05
Colony Family Offices, LLC
UNCHANGED9,9159,91500%$504.0K$482.9K-$21.1K2026-10-22
Edgestream Partners, L.P.
NEW9,801—+9,801——$477.3K—2026-11-10
Symmetry Partners, LLC
DECREASED9,72749,408-39,681-80%$2.5M$473.7K-$2.0M2026-10-27
Ring Mountain Capital, LLC
INCREASED9,7019,671+30+0%$491.6K$472.4K-$19.1K2026-10-13
Diversify Wealth Management, LLC
INCREASED9,6816,338+3,343+53%$325.7K$489.5K+$163.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED9,6816,338+3,343+53%$325.7K$489.5K+$163.7K2026-10-20
Cadent Capital Advisors, LLC
NEW9,658—+9,658——$470.4K—2026-10-09
Okabena Investment Services Inc
INCREASED9,4129,291+121+1%$472.3K$458.4K-$13.9K2026-11-10
Beaton Management Co. Inc.
UNCHANGED9,2609,26000%$471.0K$451-$470.5K2026-11-09
McAdam, LLC
INCREASED9,2567,451+1,805+24%$378.7K$450.8K+$72.0K2026-10-21
First Bancorp, Inc
UNCHANGED9,2109,21000%$468.1K$448.5K-$19.6K2026-10-26
North Star Investment Management Corp.
UNCHANGED9,1549,15400%$465.3K$445.8K-$19.5K2026-10-27
Harrell Investment Partners, LLC
INCREASED9,1475,040+4,107+81%$256.2K$445.5K+$189.3K2026-10-15
Mainsail Asset Management, LLC
DECREASED9,00012,463-3,463-28%$629.8K$447.6K-$182.2K2026-10-14
Ashton Thomas Securities, LLC
INCREASED8,9928,102+890+11%$411.8K$407.7K-$4.1K2026-10-26
Redwood Financial Network Corp
DECREASED8,9819,454-473-5%$480.5K$437.3K-$43.2K2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW8,835—+8,835——$430.3K—2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED8,8008,80000%$447.3K$428.6K-$18.7K2026-10-29
CWA Asset Management Group, LLC
UNCHANGED8,7128,71200%$442.8K$424.3K-$18.6K2026-10-19
Courier Capital LLC
DECREASED8,6129,142-530-6%$464.7K$419.4K-$45.3K2026-10-19
Twin Tree Management, LP
DECREASED8,56984,652-76,083-90%$4.3M$417.3K-$3.9M2026-11-10
Perigon Wealth Management, LLC
DECREASED8,5588,644-86-1%$439.4K$416.8K-$22.6K2026-10-22
Trek Financial, LLC
DECREASED8,4268,710-284-3%$442.7K$410.3K-$32.4K2026-10-29
Blue Fin Capital, Inc.
INCREASED8,3127,976+336+4%$405.4K$404.8K-$6262026-10-28
Caldwell Trust Co
DECREASED8,2708,710-440-5%$442.7K$402.7K-$40.0K2026-10-30
Roberts Wealth Advisors, LLC
INCREASED8,2176,731+1,486+22%$342.1K$400.2K+$58.0K2026-10-14
Welch Group, LLC
NEW8,029—+8,029——$391.0K—2026-10-29
Montecito Bank & Trust
DECREASED7,9018,101-200-2%$411.8K$384.8K-$27.0K2026-10-01
Providence First Trust Co
DECREASED7,80311,233-3,430-31%$571.0K$380.0K-$191.0K2026-11-02
HBW Advisory Services LLC
DECREASED7,7437,762-190%$394.5K$377.1K-$17.4K2026-10-15
Meridian Financial Advisors, LLC
UNCHANGED7,6797,67900%$390.3K$374.0K-$16.4K2026-10-14
St. Johns Investment Management Company, LLC
DECREASED7,6737,984-311-4%$405.8K$373.7K-$32.2K2026-10-30
Stenger Family Office, LLC
INCREASED7,6247,590+34+0%$385.8K$379.1K-$6.7K2026-10-22
First Horizon Corp
UNCHANGED7,6087,60800%$386.7K$370.5K-$16.2K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED7,5998,323-724-9%$421.6K$370.1K-$51.6K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED7,59313,959-6,366-46%$709.5K$369.8K-$339.8K2026-11-06
IFP Advisors, Inc
INCREASED7,5887,523+65+1%$382.4K$369.5K-$12.9K2026-10-16
Beacon Financial Advisory LLC
INCREASED7,5777,562+15+0%$384.4K$369.0K-$15.3K2026-10-16
Pachira Investments Inc.
DECREASED7,5388,159-621-8%$414.7K$367.1K-$47.6K2026-10-14
Argent Trust Co
DECREASED7,4277,851-424-5%$399.1K$361.7K-$37.4K2026-11-09
Private Trust Co NA
DECREASED7,3879,137-1,750-19%$464.4K$359.7K-$104.7K2026-10-20
Integrity Alliance, Llc.
INCREASED7,2764,402+2,874+65%$223.8K$354.4K+$130.6K2026-10-29
Vontobel Holding Ltd.
INCREASED7,2655,002+2,263+45%$254.3K$353.8K+$99.6K2026-10-16
Allworth Financial LP
INCREASED7,1336,882+251+4%$349.8K$362.5K+$12.8K2026-11-06
Belpointe Asset Management LLC
INCREASED7,1087,102+6+0%$361.0K$346.2K-$14.8K2026-11-09
Realta Investment Advisors
DECREASED7,0918,871-1,780-20%$450.9K$345.3K-$105.6K2026-10-14
Independence Bank of Kentucky
INCREASED7,0236,489+534+8%$329.8K$342.0K+$12.2K2026-10-26
SFE Investment Counsel
DECREASED7,0067,068-62-1%$359.3K$341.2K-$18.1K2026-10-29
New Wave Wealth Advisors LLC
DECREASED6,9628,652-1,690-20%$439.8K$346.2K-$93.6K2026-10-19
AdvisorNet Financial, Inc
DECREASED6,86511,665-4,800-41%$592.9K$341.0K-$251.9K2026-10-15
Level Four Advisory Services, LLC
INCREASED6,8495,004+1,845+37%$254.4K$333.6K+$79.2K2026-11-06
Hopwood Financial Services, Inc.
INCREASED6,8336,416+417+7%$326.2K$332.8K+$6.6K2026-10-29
Crescent Grove Advisors, LLC
UNCHANGED6,8076,80700%$346.0K$331.5K-$14.5K2026-10-21
Imc-Chicago, LLC
DECREASED6,74482,691-75,947-92%$4.2M$328.4K-$3.9M2026-11-05
Appleton Partners Inc
INCREASED6,6305,411+1,219+23%$275.0K$323-$274.7K2026-10-30
MassMutual Private Wealth & Trust, FSB
UNCHANGED6,6026,60200%$335.6K$321.5K-$14.1K2026-10-05
MV Capital Management, Inc.
DECREASED6,4066,712-306-5%$341.2K$312.0K-$29.2K2026-10-29
Gilliland Jeter Wealth Management LLC
UNCHANGED6,3866,38600%$324.6K$311.0K-$13.6K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED6,3825,274+1,108+21%$268.1K$310.8K+$42.7K2026-10-22
Jm2 Capital Inc.
INCREASED6,3826,310+72+1%$320.7K$310.8K-$9.9K2026-10-14
Ellis Investment Partners, LLC
DECREASED6,3797,344-965-13%$373.3K$310.7K-$62.6K2026-10-21
Evanson Financial, LLC
INCREASED6,3786,360+18+0%$323.3K$310.6K-$12.7K2026-10-23
Gallacher Capital Management LLC
DECREASED6,2287,466-1,238-17%$379.5K$303.3K-$76.2K2026-10-30
Focus Financial Network, Inc.
DECREASED6,1986,246-48-1%$317.5K$301.9K-$15.6K2026-10-14
Turtle Creek Wealth Advisors, LLC
INCREASED6,168162+6,006+3707%$8.2K$300.4K+$292.1K2026-10-15
Evolution Wealth Advisors, LLC
UNCHANGED6,1146,11400%$310.8K$297.8K-$13.0K2026-11-03
McGuire Investment Group, LLC
INCREASED6,0456,019+26+0%$305.9K$294.4K-$11.6K2026-10-23
Lodestar Private Asset Management LLC
DECREASED5,9967,496-1,500-20%$381.0K$292.0K-$89.0K2026-10-26
Tucker Asset Management LLC
DECREASED5,954100,910-94,956-94%$5.1M$289.9K-$4.8M2026-10-29
Aurora Private Wealth, Inc.
INCREASED5,9485,850+98+2%$297.0K$290-$296.7K2026-10-20
Savant Capital, LLC
DECREASED5,9326,631-699-11%$336.1K$288.9K-$47.2K2026-11-06
Vilga Financial Planning LLC
INCREASED5,9145,708+206+4%$290.1K$288.0K-$2.1K2026-10-09
Mezzasalma Advisors, LLC
DECREASED5,8816,363-482-8%$323.4K$286.4K-$37.0K2026-10-14
Clearstead Advisors, LLC
INCREASED5,8794,538+1,341+30%$230.7K$286.3K+$55.6K2026-11-06
Bridges Investment Management Inc
NEW5,812—+5,812——$283.0K—2026-11-10
Centennial Wealth Advisory LLC
INCREASED5,7905,652+138+2%$287.3K$282.0K-$5.3K2026-10-16
Fairvoy Private Wealth, LLC
INCREASED5,7785,203+575+11%$264.5K$281.4K+$16.9K2026-10-19
GW Henssler & Associates LTD
UNCHANGED5,7635,76300%$292.9K$280.6K-$12.3K2026-10-26
DT Investment Partners, LLC
UNCHANGED5,7565,75600%$292.6K$280.3K-$12.3K2026-10-27
Hudock, Inc.
DECREASED5,6955,751-56-1%$292.3K$277.3K-$15.0K2026-10-14
MKT Advisors LLC
INCREASED5,6605,445+215+4%$280.5K$278.9K-$1.6K2026-10-20
Westover Capital Advisors, LLC
UNCHANGED5,6305,63000%$286.2K$274.2K-$12.0K2026-10-26
Live Oak Investment Partners
NEW5,609—+5,609——$273.2K—2026-10-23
Chicago Partners Investment Group LLC
INCREASED5,5825,580+2+0%$280.6K$286.4K+$5.8K2026-10-27
Huntington National Bank
DECREASED5,53210,640-5,108-48%$540.8K$269.4K-$271.4K2026-11-10
Plimoth Trust Co LLC
DECREASED5,4935,624-131-2%$285.9K$267.5K-$18.4K2026-10-26
OpenArc Corporate Advisory, LLC
DECREASED5,4895,721-232-4%$290.8K$267.3K-$23.5K2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED5,4514,861+590+12%$247.1K$265.5K+$18.4K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED5,4425,306+136+3%$269.7K$265.0K-$4.7K2026-10-13
Meramec Financial Planners, LLC
INCREASED5,3955,386+9+0%$276.8K$280.3K+$3.5K2026-11-09
Chemistry Wealth Management LLC
INCREASED5,3705,369+1+0%$272.9K$261.5K-$11.4K2026-10-16
Ascent Group, LLC
INCREASED5,2614,414+847+19%$224.4K$256.2K+$31.8K2026-10-30
German American Bancorp, Inc.
DECREASED5,2105,920-710-12%$300.9K$253.7K-$47.2K2026-11-10
Duncker Streett & Co Inc
INCREASED5,1455,135+10+0%$261.0K$250.6K-$10.5K2026-10-27
Modera Wealth Management, LLC
NEW5,106—+5,106——$248.7K—2026-10-28
Straight Path Wealth Management
INCREASED5,0974,812+285+6%$244.6K$248.2K+$3.6K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED5,085125+4,960+3968%$6.4K$251.5K+$245.1K2026-10-30
Cdkv Holdings LLC
DECREASED5,0815,514-433-8%$280.3K$247.4K-$32.8K2026-10-28
Wedbush Securities Inc
DECREASED5,0415,945-904-15%$302.0K$245-$301.8K2026-10-22
Tannin Capital LLC
INCREASED4,9254,906+19+0%$249.4K$239.8K-$9.5K2026-11-05
Financial Partners Group, Inc
INCREASED4,8924,891+1+0%$248.6K$238.2K-$10.3K2026-10-19
Signal Advisors Wealth, LLC
DECREASED4,8686,058-1,190-20%$307.9K$237.1K-$70.8K2026-10-13
MGO One Seven LLC
DECREASED4,8526,344-1,492-24%$322.5K$236.3K-$86.2K2026-10-28
Rockingstone Advisors LLC
UNCHANGED4,8404,84000%$246.0K$235.7K-$10.3K2026-10-16
Magnus Financial Group LLC
DECREASED4,8224,944-122-2%$251.3K$234.8K-$16.5K2026-10-21
Gilman Hill Asset Management, LLC
UNCHANGED4,8004,80000%$244.0K$233.8K-$10.2K2026-10-13
Archford Capital Strategies, LLC
NEW4,634—+4,634——$225.7K—2026-10-19
Miramontes Capital, LLC
UNCHANGED4,5964,59600%$233.6K$223.8K-$9.8K2026-10-19
USA Financial Formulas
NEW4,552—+4,552——$221.7K—2026-10-16
Lanark Financial, Inc.
DECREASED4,5074,641-134-3%$235.9K$219.5K-$16.4K2026-10-26
IMZ Advisory Inc
DECREASED4,4884,492-40%$228.3K$218.6K-$9.8K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED4,4774,304+173+4%$218.8K$218.0K-$7422026-10-19
Prime Capital Investment Advisors, LLC
DECREASED4,4715,073-602-12%$257.9K$217.7K-$40.1K2026-10-20
Journey Advisory Group, LLC
UNCHANGED4,4604,46000%$226.7K$217.2K-$9.5K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED4,4324,43200%$225.3K$215.8K-$9.4K2026-10-27
Bangor Savings Bank
DECREASED4,4265,105-679-13%$259.5K$215.5K-$43.9K2026-10-06
City Holding Co
DECREASED4,4154,825-410-8%$245.2K$215.0K-$30.2K2026-10-19
Condor Capital Management
DECREASED4,3914,449-58-1%$226.1K$213.8K-$12.3K2026-11-06
Valmark Advisers, Inc.
DECREASED4,3665,965-1,599-27%$303.2K$212.6K-$90.6K2026-11-06
Councilmark Asset Management, LLC
UNCHANGED4,3304,33000%$220.1K$210.9K-$9.2K2026-10-20
Prentice Wealth Management LLC
DECREASED4,3144,421-107-2%$224.7K$210.1K-$14.6K2026-10-20
Creative Financial Designs Inc
DECREASED4,3134,721-408-9%$239.9K$210.0K-$29.9K2026-11-04
Balefire, LLC
NEW4,311—+4,311——$209.9K—2026-10-09
Visionary Wealth Advisors
UNCHANGED4,2604,26000%$216.5K$207.5K-$9.1K2026-11-04
Mindset Wealth Management, LLC
NEW4,253—+4,253——$207.1K—2026-10-19
Strive Financial Group,LLC
NEW4,214—+4,214——$205.2K—2026-11-09
Portfolio Resources Advisor Group, Inc.
INCREASED4,2003,736+464+12%$189.9K$204.5K+$14.6K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED4,1654,117+48+1%$210.0K$202.2K-$7.9K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED4,1474,196-49-1%$213.3K$202.0K-$11.3K2026-11-04
BKM Wealth Management, LLC
UNCHANGED4,0004,00000%$203.3K$194.8K-$8.5K2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED4,0004,00000%$203.3K$194.8K-$8.5K2026-10-20
Capital Advisors, Ltd. LLC
INCREASED3,9623,957+5+0%$201$193-$82026-10-27
Certuity, LLC
NEW3,638—+3,638——$177.2K—2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED3,6183,61800%$183.9K$176.2K-$7.7K2026-10-23
Toews Corp
UNCHANGED3,6003,60000%$183.0K$175.3K-$7.7K2026-11-09
Angeles Wealth Management, LLC
DECREASED3,5243,699-175-5%$188.0K$171.6K-$16.4K2026-10-26
JFS Wealth Advisors, LLC
DECREASED3,4444,579-1,135-25%$232.8K$167.7K-$65.0K2026-11-03
Bokf, NA
UNCHANGED3,3843,38400%$172.0K$164.8K-$7.2K2026-10-27
Harbour Investments, Inc.
DECREASED3,3486,681-3,333-50%$339.6K$163.0K-$176.6K2026-11-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,2491,631+1,618+99%$82.9K$158.2K+$75.3K2026-10-28
Key Capital Management, Inc
UNCHANGED3,2403,24000%$164.7K$157.8K-$6.9K2026-11-03
Contravisory Investment Management, Inc.
DECREASED3,1484,228-1,080-26%$214.9K$153.3K-$61.6K2026-10-13
Russell Investments Group, Ltd.
INCREASED3,1183,114+4+0%$158.3K$151.9K-$6.4K2026-11-06
Planning Strategies Inc.
UNCHANGED3,0963,09600%$157.4K$150.8K-$6.6K2026-10-02
Oakworth Capital, Inc.
UNCHANGED3,0883,08800%$157.0K$150.4K-$6.6K2026-10-26
Nuveen, LLC
NEW3,040—+3,040——$149.3K—2026-11-10
Eastern Bank
UNCHANGED3,0003,00000%$152.5K$146.1K-$6.4K2026-10-05
Compass Financial Management LLC
DECREASED2,9223,532-610-17%$180.0K$142.3K-$37.7K2026-10-30
Compagnie Lombard Odier SCmA
NEW2,900—+2,900——$141.2K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED2,8722,852+20+1%$145.0K$139.9K-$5.1K2026-10-27
Dynamic Wealth Strategies, LLC
UNCHANGED2,8422,84200%$144.5K$138.4K-$6.1K2026-10-16
Activest Wealth Management
UNCHANGED2,8342,83400%$144.0K$138.0K-$6.0K2026-10-15
Larson Financial Group LLC
DECREASED2,83212,136-9,304-77%$616.9K$137.9K-$479.0K2026-11-05
Golden State Wealth Management, LLC
DECREASED2,5962,614-18-1%$132.9K$126.4K-$6.5K2026-11-02
Provident Wealth Management, LLC
UNCHANGED2,5002,50000%$127.1K$121.8K-$5.3K2026-10-20
Covestor Ltd
INCREASED2,4872,432+55+2%$123.0K$121-$122.9K2026-10-30
Sava Infond d.o.o.
UNCHANGED2,4502,45000%$124.5K$119.3K-$5.2K2026-10-28
Geneos Wealth Management Inc.
UNCHANGED2,3042,30400%$117.1K$112.2K-$4.9K2026-11-09
Elevated Capital Advisors, LLC
DECREASED2,1815,592-3,411-61%$284.2K$106.2K-$178.0K2026-11-04
Blue Trust, Inc.
INCREASED2,176587+1,589+271%$29.8K$106.0K+$76.2K2026-10-15
EPG Wealth Management LLC
INCREASED2,1602,155+5+0%$109.6K$105.2K-$4.4K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED2,1502,15000%$109.3K$104.7K-$4.6K2026-10-21
Union Savings Bank
UNCHANGED2,0002,00000%$101.7K$97.4K-$4.3K2026-10-14
University of Texas S AM Investment Management Co
UNCHANGED1,9471,94700%$99.0K$94.8K-$4.1K2026-11-03
Highland Investment Advisors LLC
DECREASED1,8982,026-128-6%$103.0K$92.4K-$10.5K2026-11-09
Indiana Trust & Investment Management Co
INCREASED1,851276+1,575+571%$14.0K$90.1K+$76.1K2026-10-22
Key FInancial Inc
UNCHANGED1,8001,80000%$91.5K$87.7K-$3.8K2026-11-02
Cape Investment Advisory, Inc.
NEW1,766—+1,766——$86.0K—2026-10-13
Jacobi Capital Management LLC
NEW1,733—+1,733——$84.4K—2026-11-05
Westside Investment Management, Inc.
UNCHANGED1,7301,73000%$87.9K$84.3K-$3.7K2026-11-02
Chilton Capital Management LLC
DECREASED1,7271,967-240-12%$100.0K$84.1K-$15.9K2026-10-28
Morse Asset Management, Inc
DECREASED1,6571,682-25-1%$85.5K$80.7K-$4.8K2026-11-09
Hickory Point Bank & Trust
UNCHANGED1,6501,65000%$83.9K$80.4K-$3.5K2026-10-01
Signaturefd, LLC
DECREASED1,5531,555-20%$79.0K$75.7K-$3.4K2026-10-23
Gamma Investing LLC
INCREASED1,4861,396+90+6%$71.0K$72.4K+$1.4K2026-10-08
Rossby Financial, LCC
INCREASED1,478484+994+205%$24.6K$72.0K+$47.4K2026-11-05
Godfrey Financial Associates, Inc.
UNCHANGED1,4761,47600%$75.0K$71.9K-$3.1K2026-11-10
Hazlett, Burt & Watson, Inc.
UNCHANGED1,4601,46000%$74.0K$71-$73.9K2026-11-04
SBI Securities Co., Ltd.
INCREASED1,4231,347+76+6%$68.5K$69.3K+$8322026-10-22
Byrne Asset Management LLC
INCREASED1,3691,287+82+6%$65.4K$66.5K+$1.0K2026-10-06
Country Trust Bank
DECREASED1,3391,546-207-13%$78.6K$65.2K-$13.4K2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED1,3311,33100%$67.7K$64.8K-$2.8K2026-10-27
Trust Co of Vermont
INCREASED1,284784+500+64%$39.9K$62.5K+$22.7K2026-10-21
NBH Bank
UNCHANGED1,2301,23000%$62.5K$59.9K-$2.6K2026-11-05
IFG Advisory, LLC
DECREASED1,1712,337-1,166-50%$118.8K$57.0K-$61.7K2026-11-09
Horrell Capital Management, Inc.
UNCHANGED1,1501,15000%$58.5K$56.0K-$2.5K2026-10-08
Triumph Capital Management
DECREASED1,1401,289-149-12%$65.5K$55.5K-$10.0K2026-10-14
First United Bank & Trust
UNCHANGED1,1231,12300%$57.1K$54.7K-$2.4K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED1,1201,12000%$56.9K$54.5K-$2.4K2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED1,0081,00800%$51.2K$49.1K-$2.1K2026-10-23
Nova Financial LLC
NEW960—+960——$46.8K—2026-11-04
Adirondack Trust Co
UNCHANGED94294200%$47.9K$45.9K-$2.0K2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED93693600%$47.6K$45.6K-$2.0K2026-10-15
Founders Financial Alliance, LLC
DECREASED9223,731-2,809-75%$189.6K$44.9K-$144.7K2026-11-10
Root Financial Partners, LLC
NEW916—+916——$44.6K—2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED90090000%$45.7K$43.8K-$1.9K2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED90090000%$45.7K$43.8K-$1.9K2026-10-13
TD Waterhouse Canada Inc.
DECREASED859927-68-7%$47.3K$41.7K-$5.6K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED825691+134+19%$35.1K$40.2K+$5.1K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED8241,029-205-20%$52.3K$40.1K-$12.2K2026-11-04
Davis Capital Management
UNCHANGED79279200%$40.3K$38.6K-$1.7K2026-10-08
KFG LLC
NEW780—+780——$38.0K—2026-11-02
Nfsg Corp
DECREASED758768-10-1%$39.0K$36.9K-$2.1K2026-10-15
Great Lakes Advisors, LLC
NEW754—+754——$36.7K—2026-11-06
Pittenger & Anderson Inc
UNCHANGED75075000%$38.1K$36.5K-$1.6K2026-11-02
Winch Advisory Services, LLC
INCREASED746742+4+1%$37.7K$36.3K-$1.4K2026-11-06
Hanson & Doremus Investment Management
UNCHANGED73273200%$37.0K$36-$37.0K2026-10-16
Rothschild Investment LLC
INCREASED708183+525+287%$9.3K$34.5K+$25.2K2026-11-10
TFC Financial Management, Inc.
INCREASED648645+3+0%$32.8K$31.6K-$1.2K2026-10-26
Provenance Wealth Advisors, LLC
NEW634—+634——$30.9K—2026-10-30
Anchor Investment Management, LLC
UNCHANGED63063000%$32.0K$30.7K-$1.3K2026-11-10
Armor Investment Advisors, LLC
UNCHANGED62462400%$31.7K$30.4K-$1.3K2026-10-27
Valley Wealth Managers, Inc.
INCREASED606464+142+31%$23.6K$29.5K+$5.9K2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED60060000%$30.5K$29.2K-$1.3K2026-10-30
Thompson Investment Management, Inc.
UNCHANGED60060000%$30.5K$29.2K-$1.3K2026-10-14
Register Financial Advisors LLC
UNCHANGED58858800%$29.9K$28.6K-$1.3K2026-10-23
Smartleaf Asset Management LLC
INCREASED557394+163+41%$20.0K$27.3K+$7.4K2026-11-10
Sherman Asset Management, Inc.
UNCHANGED53053000%$26.9K$25.8K-$1.1K2026-11-05
Olistico Wealth, LLC
INCREASED513484+29+6%$24.6K$25.0K+$3812026-10-05
Legacy Bridge, LLC
UNCHANGED51051000%$25.9K$24.8K-$1.1K2026-10-28
Main Street Group, LTD
UNCHANGED49849800%$25.3K$24.3K-$1.1K2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED496490+6+1%$24.9K$24.2K-$7532026-11-02
Vestor Capital, LLC
DECREASED48631,457-30,971-98%$22.1K$235-$21.9K2026-11-04
Luken Investment Analytics, LLC
UNCHANGED45445400%$23.1K$22.1K-$9672026-11-06
Salomon & Ludwin, LLC
UNCHANGED45045000%$23.0K$21.9K-$1.0K2026-10-29
Clayton Financial Group LLC
NEW435—+435——$21.2K—2026-10-13
Signature Equity Partners, LLC
DECREASED4341,252-818-65%$63.7K$21.1K-$42.5K2026-10-29
Strengthening Families & Communities, LLC
INCREASED432430+2+0%$21.9K$21.0K-$8212026-10-21
Biltmore Family Office, LLC
UNCHANGED41441400%$21.0K$20.2K-$8822026-11-03
Lodestone Wealth Management LLC
UNCHANGED40440400%$20.5K$19.7K-$8602026-10-14
CNB Bank
UNCHANGED39839800%$20.2K$19.4K-$8472026-11-09
Valley National Advisers Inc
UNCHANGED39239200%$19.9K$19.1K-$8352026-10-23
Hantz Financial Services, Inc.
INCREASED388281+107+38%$14$19+$52026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED37637600%$19.1K$18.3K-$8012026-10-29
Cardiff Park Advisors, LLC
NEW350—+350——$17.0K—2026-11-09
Rydar Equities, Inc.
NEW338—+338——$16.6K—2026-10-13
Highline Wealth Partners LLC
UNCHANGED32832800%$16.7K$16.0K-$6982026-10-19
Trust Co of Toledo NA
UNCHANGED30030000%$15.2K$14.6K-$6392026-10-16
Cypress Capital Management LLC (WY)
UNCHANGED30030000%$15.2K$14.6K-$6392026-11-09
Tsfg, LLC
DECREASED298879-581-66%$45.0K$15-$45.0K2026-10-23
American National Bank & Trust
UNCHANGED29829800%$15.1K$14.5K-$6352026-10-07
Archer Investment Corp
DECREASED296330-34-10%$16.8K$14.4K-$2.3K2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED29329300%$14.9K$14.3K-$6242026-10-22
MTM Investment Management, LLC
UNCHANGED28428400%$14.4K$13.8K-$6052026-10-30
GHP Investment Advisors, Inc.
UNCHANGED27527500%$14.0K$13.4K-$5862026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED27427400%$13.9K$13.3K-$5832026-10-07
Harbor Investment Advisory, LLC
DECREASED260660-400-61%$33.5K$12.7K-$20.9K2026-10-13
Old Second National Bank of Aurora
UNCHANGED25025000%$12.7K$12.2K-$5332026-10-22
Daytona Street Capital LLC
UNCHANGED24024000%$12.2K$11.8K-$4032026-10-15
Sage Mountain Advisors LLC
UNCHANGED23623600%$12.0K$11.5K-$5032026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED22722700%$11.6K$11.1K-$4842026-10-16
Pioneer Family Office, LLC
INCREASED226189+37+20%$9.6K$11.0K+$1.4K2026-10-30
United Community Bank
UNCHANGED22222200%$11.3K$10.8K-$4732026-10-28
UMB Private Wealth Management, LLC
NEW220—+220——$10.7K—2026-10-19
Spire Wealth Management
UNCHANGED21821800%$11.1K$10.6K-$4642026-10-30
Livelsberger Financial Advisory
NEW200—+200——$9.7K—2026-10-28
Motco
UNCHANGED20020000%$10.2K$9.7K-$4262026-11-09
Creative Capital Management Investments LLC
UNCHANGED18818800%$9.6K$9.2K-$4002026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED18018000%$9.1K$8.8K-$3832026-11-05
Vima LLC
UNCHANGED17817800%$9.0K$8.7K-$3792026-10-23
Rachor Investment Advisory Services, LLC
NEW174—+174——$8.5K—2026-10-29
Avion Wealth
UNCHANGED16416400%$8$7-$12026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED16416400%$8.3K$8.0K-$3492026-10-14
Birchwood Financial Partners, Inc.
NEW155—+155——$7.5K—2026-11-02
Center for Financial Planning, Inc.
UNCHANGED15415400%$7.8K$7.5K-$3292026-10-26
Sunrise Financial Services, LLC
UNCHANGED13813800%$7.0K$6.7K-$2942026-10-21
Kingdom Financial Group Llc.
INCREASED135134+1+1%$6.8K$6.6K-$2572026-11-04
Mcdonald Partners LLC
UNCHANGED13413400%$6.8K$6.5K-$2852026-11-03
Tidemark, LLC
UNCHANGED12012000%$6.1K$5.8K-$2562026-11-09
Eukles Asset Management
UNCHANGED11011000%$5.6K$5.4K-$2342026-11-04
Coston, McIsaac & Partners
UNCHANGED10210200%$5$5.0K+$5.0K2026-11-06
Fortis Group Advisors, LLC
UNCHANGED888800%$4.5K$4.3K-$1872026-11-06
First Premier Bank
UNCHANGED808000%$4$4$02026-10-13
Heritage Family Offices, LLP
NEW72—+72——$3.5K—2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED707000%$3.6K$3.4K-$1492026-10-28
Lloyd Advisory Services, Llc.
DECREASED66100-34-34%$5.1K$3.2K-$1.9K2026-11-02
Birch Financial Group, LLC
NEW64—+64——$3.1K—2026-10-27
Viewpoint Capital Management LLC
NEW60—+60——$2.9K—2026-10-27
Burk Holdings LLC
UNCHANGED606000%$3.1K$2.9K-$1282026-11-05
Asset Dedication, LLC
UNCHANGED606000%$3.1K$2.9K-$1282026-11-03
Tounjian Advisory Partners, LLC
INCREASED558+47+588%$425$2.7K+$2.2K2026-11-04
Bogart Wealth, LLC
UNCHANGED515100%$2.6K$2.5K-$962026-11-10
Citizens National Bank Trust Department
UNCHANGED505000%$2.5K$2.4K-$1072026-11-04
Richards, Merrill & Peterson, Inc.
NEW48—+48——$2.3K—2026-10-19
DeDora Capital, Inc.
NEW36—+36——$1.8K—2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED363600%$1.8K$1.8K-$772026-11-02
PFS Partners, LLC
UNCHANGED303000%$1.5K$1.5K-$572026-10-21
TD Private Client Wealth LLC
UNCHANGED161600%$813$779-$342026-10-28
Rakuten Securities, Inc.
NEW15—+15——$731—2026-11-02
Axiom Investment Management LLC
UNCHANGED151500%$786$753-$332026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED141400%$712$682-$302026-10-28
Mosley Wealth Management
UNCHANGED101000%$508$506-$22026-10-16
Gilpin Wealth Management, LLC
UNCHANGED101000%$509$487-$222026-10-09
DecisionPoint Financial, LLC
UNCHANGED101000%$511$486-$252026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED946-37-80%$2.3K$438-$1.9K2026-10-14
Townsend Asset Management Corp
DECREASED61,711-1,705-100%$87.0K$293-$86.7K2026-10-29
Weaver Capital Management LLC
DECREASED466-62-94%$3.3K$195-$3.1K2026-10-15
Grimes & Co Wealth Management, LLC
CLOSED0444,783-444,783-100%$22.6M$0-$22.6M2026-10-29
Jefferies Financial Group Inc.
CLOSED0400,400-400,400-100%$20.4M$0-$20.4M2026-11-05
Horizon Wealth Management, LLC
CLOSED0340,689-340,689-100%$17.3M$0-$17.3M2026-11-02
Royal Fund Management, LLC
CLOSED0221,572-221,572-100%$11.3M$0-$11.3M2026-10-22
Adams Diversified Equity Fund, Inc.
CLOSED0217,300-217,300-100%$11.0M$0-$11.0M2026-10-21
Thor Trading Advisors, LLC
CLOSED0155,268-155,268-100%$7.9M$0-$7.9M2026-11-05
StoneX Group Inc.
CLOSED0143,612-143,612-100%$7.3M$0-$7.3M2026-11-03
Squarepoint Ops LLC
CLOSED0125,513-125,513-100%$6.4M$0-$6.4M2026-11-09
West Financial Advisors, LLC
CLOSED081,267-81,267-100%$4.1M$0-$4.1M2026-10-22
GFS Advisors, LLC
CLOSED065,910-65,910-100%$254$0-$2542026-11-03
Surience Private Wealth LLC
CLOSED062,046-62,046-100%$3.2M$0-$3.2M2026-10-16
Western Wealth Management, LLC
CLOSED061,073-61,073-100%$3.1M$0-$3.1M2026-11-09
Graetz Wealth LLC
CLOSED054,699-54,699-100%$2.8M$0-$2.8M2026-10-27
Advisor OS, LLC
CLOSED042,233-42,233-100%$2.1M$0-$2.1M2026-11-03
Retireful, LLC
CLOSED040,710-40,710-100%$2.1M$0-$2.1M2026-10-09
Canal Capital Management, LLC
CLOSED032,456-32,456-100%$1.6M$0-$1.6M2026-11-10
Intrua Financial, LLC
CLOSED031,290-31,290-100%$1.6M$0-$1.6M2026-10-28
Robertson Stephens Wealth Management, LLC
CLOSED030,924-30,924-100%$1.6M$0-$1.6M2026-10-16
PCG Asset Management, LLC
CLOSED020,977-20,977-100%$1.1M$0-$1.1M2026-11-05
Mizuho Markets Cayman LP
CLOSED020,732-20,732-100%$1.1M$0-$1.1M2026-11-09
Roman Butler Fullerton & Co
CLOSED017,397-17,397-100%$879.9K$0-$879.9K2026-10-27
Wall Capital Group, Inc.
CLOSED016,277-16,277-100%$827.4K$0-$827.4K2026-10-14
Strategic Blueprint, LLC
CLOSED015,990-15,990-100%$812.8K$0-$812.8K2026-10-22
D.B. Root & Company, LLC
CLOSED014,310-14,310-100%$727.4K$0-$727.4K2026-11-04
Glaxis Capital Management, LLC
CLOSED010,907-10,907-100%$554.4K$0-$554.4K2026-11-02
City Center Advisors, LLC
CLOSED010,653-10,653-100%$541.5K$0-$541.5K2026-10-08
Global View Capital Management LLC
CLOSED09,825-9,825-100%$499.4K$0-$499.4K2026-10-28
Advisory Solutions Group, LLC
CLOSED08,458-8,458-100%$429.9K$0-$429.9K2026-10-14
Wellington Shields Capital Management, LLC
CLOSED06,800-6,800-100%$345.6K$0-$345.6K2026-11-03
Loudon Investment Management, LLC
CLOSED06,580-6,580-100%$334.5K$0-$334.5K2026-11-06
Fulcrum Equity Management
CLOSED06,493-6,493-100%$330.0K$0-$330.0K2026-10-21
VCI Wealth Management LLC
CLOSED06,373-6,373-100%$323.9K$0-$323.9K2026-10-29
Vise Technologies, Inc.
CLOSED05,946-5,946-100%$302.2K$0-$302.2K2026-10-29
Leuthold Group, LLC
CLOSED05,680-5,680-100%$288.7K$0-$288.7K2026-11-04
Wespac Advisors, LLC
CLOSED04,935-4,935-100%$250.8K$0-$250.8K2026-10-26
Moneywise, Inc.
CLOSED04,799-4,799-100%$243.9K$0-$243.9K2026-10-30
Signature Estate & Investment Advisors LLC
CLOSED04,391-4,391-100%$223.2K$0-$223.2K2026-10-13
Occidental Asset Management, LLC
CLOSED04,191-4,191-100%$213.0K$0-$213.0K2026-11-05
Belvedere Trading LLC
CLOSED04,144-4,144-100%$210.6K$0-$210.6K2026-11-05
Regions Financial Corp
CLOSED04,029-4,029-100%$204.8K$0-$204.8K2026-11-05
Heritage Wealth Advisors
CLOSED01,700-1,700-100%$86.4K$0-$86.4K2026-11-09
Solstein Capital, LLC
CLOSED01,470-1,470-100%$74.7K$0-$74.7K2026-11-02
International Assets Investment Management, LLC
CLOSED01,144-1,144-100%$58.4K$0-$58.4K2026-11-02
Cornerstone Planning Group LLC
CLOSED0747-747-100%$38.0K$0-$38.0K2026-10-16
Salem Investment Counselors Inc
CLOSED0200-200-100%$10.2K$0-$10.2K2026-10-13
Wagner Wealth Management, LLC
CLOSED0157-157-100%$8.0K$0-$8.0K2026-10-21
Brooklyn FI, LLC
CLOSED0119-119-100%$6.0K$0-$6.0K2026-11-05
BankPlus Trust Department
CLOSED076-76-100%$3.9K$0-$3.9K2026-11-06
Gill Capital Partners, LLC
CLOSED054-54-100%$2.7K$0-$2.7K2026-10-13
Wellington Shields & Co., LLC
CLOSED040-40-100%$2.0K$0-$2.0K2026-11-03
LifeSteps Financial, Inc.
CLOSED014-14-100%$712$0-$7122026-10-15
Evolution Wealth Management Inc.
CLOSED013-13-100%$661$0-$6612026-10-28
Bank of America Corp
N/A—12,459,148-12,459,148-100%$633.3M———
Wells Fargo & Company
N/A—7,440,238-7,440,238-100%$378.2M———
Morgan Stanley
N/A—7,384,667-7,384,667-100%$375.4M———
Goldman Sachs Group Inc
N/A—5,820,618-5,820,618-100%$295.9M———
Envestnet Asset Management Inc
N/A—5,388,001-5,388,001-100%$273.9M———
Raymond James Financial Inc
N/A—3,743,706-3,743,706-100%$190.3M———
Menora Mivtachim Holdings Ltd.
N/A—2,986,080-2,986,080-100%$151.8M———
UBS Group AG
N/A—2,786,875-2,786,875-100%$141.7M———
Royal Bank of Canada
N/A—2,724,001-2,724,001-100%$138.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,441,186-2,441,186-100%$124.1M———
Janney Montgomery Scott LLC
N/A—2,328,091-2,328,091-100%$118.3M———
Main Management ETF Advisors, LLC
N/A—2,135,161-2,135,161-100%$108.5M———
Commerce Bank
N/A—2,065,807-2,065,807-100%$105.0M———
Ameriprise Financial Inc
N/A—1,806,807-1,806,807-100%$91.9M———
SRB Corp
N/A—1,729,580-1,729,580-100%$87.9M———
D. E. Shaw & Co., Inc.
N/A—1,689,170-1,689,170-100%$85.9M———
BNP Paribas Financial Markets
N/A—1,631,630-1,631,630-100%$82.9M———
Osaic Holdings, Inc.
N/A—1,128,272-1,128,272-100%$57.4M———
Pgim Custom Harvest LLC
N/A—1,086,212-1,086,212-100%$55.2M———
EP Wealth Advisors, LLC
N/A—899,433-899,433-100%$45.7M———
Two Sigma Investments, LP
N/A—885,247-885,247-100%$45.0M———
Cetera Investment Advisers
N/A—830,608-830,608-100%$42.2M———
Millennium Management LLC
N/A—770,130-770,130-100%$39.1M———
Stifel Financial Corp
N/A—738,913-738,913-100%$37.6M———
HRT Financial LP
N/A—687,637-687,637-100%$35.0M———
Bluespring Wealth Management, LLC
N/A—511,605-511,605-100%$26.0M———
Focus Partners Wealth
N/A—487,048-487,048-100%$24.8M———
Caption Management, LLC
N/A—485,000-485,000-100%$24.7M———
Main Management LLC
N/A—481,735-481,735-100%$24.5M———
RiverFront Investment Group, LLC
N/A—465,998-465,998-100%$23.7M———
Jain Global LLC
N/A—440,430-440,430-100%$22.4M———
Northern Trust Corp
N/A—435,005-435,005-100%$22.1M———
Advisory Alpha, LLC
N/A—415,988-415,988-100%$21.1M———
JPMorgan Chase & Co
N/A—407,911-407,911-100%$20.7M———
Legal & General Group Plc
N/A—397,289-397,289-100%$20.1M———
Equitable Holdings, Inc.
N/A—384,550-384,550-100%$19.5M———
Passaic Partners LLC
N/A—377,252-377,252-100%$19.2M———
AE Wealth Management LLC
N/A—348,281-348,281-100%$17.7M———
Citadel Advisors LLC
N/A—342,617-342,617-100%$17.4M———
Jump Financial, LLC
N/A—299,863-299,863-100%$15.2M———
Atlantic Union Bankshares Corp
N/A—293,573-293,573-100%$14.9M———
Black Swift Group, LLC
N/A—276,575-276,575-100%$14.1M———
Estate Counselors, LLC
N/A—271,543-271,543-100%$13.8M———
Cerity Partners LLC
N/A—262,982-262,982-100%$13.4M———
Van Eck Associates Corp
N/A—261,291-261,291-100%$13.3M———
MML Investors Services, LLC
N/A—232,579-232,579-100%$11.8M———
Dakota Wealth Management
N/A—232,078-232,078-100%$11.8M———
Rockefeller Capital Management L.P.
N/A—231,307-231,307-100%$11.8M———
Graham Capital Management, L.P.
N/A—225,000-225,000-100%$11.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—200,000-200,000-100%$10.2M———
Oversea-Chinese Banking Corp Ltd
N/A—182,210-182,210-100%$9.3M———
Tower Research Capital LLC (TRC)
N/A—177,741-177,741-100%$9.0M———
Private Wealth Advisors, LLC
N/A—176,767-176,767-100%$9.0M———
Integrated Wealth Concepts LLC
N/A—173,452-173,452-100%$8.8M———
SG Americas Securities, LLC
N/A—157,779-157,779-100%$8.0M———
Mercer Global Advisors Inc
N/A—157,247-157,247-100%$8.0M———
Tudor Investment Corp ET AL
N/A—154,263-154,263-100%$7.8M———
BlackRock, Inc.
N/A—153,562-153,562-100%$7.8M———
Jones Financial Companies Lllp
N/A—149,546-149,546-100%$7.7M———
SIG Brokerage, LP
N/A—148,406-148,406-100%$7.5M———
State Street Corp
N/A—144,538-144,538-100%$7.3M———
Prestige Wealth Management Group LLC
N/A—143,571-143,571-100%$7.3M———
Clarity Financial LLC
N/A—141,443-141,443-100%$7.2M———
Peapack Gladstone Financial Corp
N/A—135,588-135,588-100%$6.9M———
Sanctuary Advisors, LLC
N/A—135,017-135,017-100%$6.9M———
Itau Unibanco Holding S.A.
N/A—127,470-127,470-100%$6.5M———
Private Advisor Group, LLC
N/A—125,077-125,077-100%$6.4M———
Martin & Co Inc
N/A—119,158-119,158-100%$6.1M———
Balyasny Asset Management L.P.
N/A—116,013-116,013-100%$5.9M———
One Wealth Map LLC
N/A—115,018-115,018-100%$6.0M———
Proficio Capital Partners LLC
N/A—111,760-111,760-100%$5.7M———
Quantinno Capital Management LP
N/A—110,726-110,726-100%$5.6M———
Cavalier Investments, LLC
N/A—104,644-104,644-100%$5.3M———
SummitTX Capital, L.P.
N/A—100,881-100,881-100%$5.1M———
Beacon Pointe Advisors, LLC
N/A—94,730-94,730-100%$4.8M———
Swan Global Investments, LLC
N/A—91,056-91,056-100%$4.6M———
Jaffetilchin Investment Partners, LLC
N/A—83,393-83,393-100%$4.2M———
Virtu Financial LLC
N/A—80,933-80,933-100%$4.1M———
Gladstone Institutional Advisory LLC
N/A—80,690-80,690-100%$4.1M———
Hills Bank & Trust Co
N/A—80,034-80,034-100%$4.1M———
Transcend Capital Advisors, LLC
N/A—75,101-75,101-100%$3.8M———
Tidal Investments LLC
N/A—73,881-73,881-100%$3.8M———
Waverly Advisors, LLC
N/A—73,539-73,539-100%$3.7M———
Centric Wealth Management
N/A—72,103-72,103-100%$3.7M———
Pathstone Holdings, LLC
N/A—67,706-67,706-100%$3.4M———
GTS Securities LLC
N/A—67,494-67,494-100%$3.4M———
DRW Securities, LLC
N/A—64,805-64,805-100%$3.3M———
RPg Family Wealth Advisory, LLC
N/A—62,552-62,552-100%$3.2M———
Mariner, LLC
N/A—62,204-62,204-100%$3.2M———
Risk Paradigm Group, LLC
N/A—61,687-61,687-100%$3.1M———
Manufacturers Life Insurance Company, the
N/A—61,315-61,315-100%$3.1M———
Baird Financial Group, Inc.
N/A—61,079-61,079-100%$3.1M———
Simmons Bank
N/A—58,731-58,731-100%$3.0M———
Principal Securities, Inc.
N/A—58,701-58,701-100%$3.0M———
Susquehanna International Group, LLP
N/A—58,263-58,263-100%$3.0M———
Coastal Bridge Advisors, LLC
N/A—57,307-57,307-100%$2.9M———
Fiduciary Group, LLC
N/A—56,769-56,769-100%$2.9M———
IHT Wealth Management, LLC
N/A—56,169-56,169-100%$2.9M———
Benjamin Edwards Inc
N/A—53,685-53,685-100%$2.7M———
Snowden Capital Advisors LLC
N/A—51,294-51,294-100%$2.6M———
MAI Capital Management
N/A—51,247-51,247-100%$2.6M———
Captrust Financial Advisors
N/A—50,977-50,977-100%$2.6M———
Arkadios Wealth Advisors
N/A—49,699-49,699-100%$2.5M———
Wealth Advisors of Tampa Bay, LLC
N/A—48,554-48,554-100%$2.5M———
O'Connor Alternative Investments LLC
N/A—48,500-48,500-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—47,683-47,683-100%$2.4M———
Zuckerman Investment Group, LLC
N/A—47,627-47,627-100%$2.4M———
Harbour Investment Management LLC
N/A—47,426-47,426-100%$2.4M———
Arax Advisory Partners
N/A—46,452-46,452-100%$2.4M———
CTC Alternative Strategies, Ltd.
N/A—45,354-45,354-100%$2.3M———
Vestmark Advisory Solutions, Inc.
N/A—45,202-45,202-100%$2.3M———
Gotham Asset Management, LLC
N/A—44,399-44,399-100%$2.3M———
&partners
N/A—42,994-42,994-100%$2.2M———
Peak6 LLC
N/A—42,823-42,823-100%$2.2M———
AQR Capital Management LLC
N/A—42,468-42,468-100%$2.2M———
Conscious Wealth Investments, LLC
N/A—41,485-41,485-100%$2.1M———
Northwestern Mutual Wealth Management Co
N/A—41,260-41,260-100%$2.1M———
Hudson Bay Capital Management LP
N/A—40,000-40,000-100%$2.0M———
Maridea Wealth Management LLC
N/A—38,501-38,501-100%$2.0M———
Aster Capital Management (Difc) Ltd
N/A—37,810-37,810-100%$1.9M———
Hancock Whitney Corp
N/A—36,555-36,555-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—35,792-35,792-100%$1.8M———
Evercore Wealth Management, LLC
N/A—34,626-34,626-100%$1.8M———
D L Carlson Investment Group Inc
N/A—33,777-33,777-100%$1.7M———
Cantor Fitzgerald, L. P.
N/A—33,379-33,379-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—31,668-31,668-100%$1.6M———
Hilltop Holdings Inc.
N/A—31,413-31,413-100%$1.6M———
Parallax Volatility Advisers, L.P.
N/A—31,005-31,005-100%$1.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—30,506-30,506-100%$1.6M———
SCS Capital Management LLC
N/A—30,250-30,250-100%$1.5M———
M3 Advisory Group, LLC
N/A—30,217-30,217-100%$1.5M———
NewEdge Advisors, LLC
N/A—29,856-29,856-100%$1.5M———
Wilson & Boucher Capital Management, LLC
N/A—29,534-29,534-100%$1.5M———
Crews Bank & Trust
N/A—28,915-28,915-100%$1.5M———
Group One Trading LLC
N/A—27,985-27,985-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—27,373-27,373-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—27,332-27,332-100%$1.4M———
Summit Financial, LLC
N/A—26,516-26,516-100%$1.3M———
Advisory Services Network, LLC
N/A—26,244-26,244-100%$1.3M———
1ST Source Bank
N/A—26,022-26,022-100%$1.3M———
Stillwater Capital Advisors, LLC
N/A—25,249-25,249-100%$1.3M———
Mmbg Investment Advisors Co.
N/A—25,160-25,160-100%$1.3M———
ClearAlpha Technologies LP
N/A—25,114-25,114-100%$1.3M———
Bank of Nova Scotia
N/A—25,015-25,015-100%$1.3M———
Centaurus Financial, Inc.
N/A—24,872-24,872-100%$1.3M———
NorthRock Partners, LLC
N/A—24,188-24,188-100%$1.2M———
Venturi Wealth Management, LLC
N/A—23,690-23,690-100%$1.2M———
Roundview Capital LLC
N/A—22,904-22,904-100%$1.2M———
GeoWealth Management, LLC
N/A—22,628-22,628-100%$1.2M———
Abbot Financial Management, Inc.
N/A—22,548-22,548-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—22,134-22,134-100%$1.1M———
PeakShares LLC
N/A—21,956-21,956-100%$1.1M———
Vanguard National Trust Co
N/A—21,618-21,618-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—21,415-21,415-100%$1.1M———
Transamerica Financial Advisors, LLC
N/A—20,869-20,869-100%$1.1M———
Cary Street Partners Investment Advisory LLC
N/A—20,432-20,432-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—20,329-20,329-100%$1.0M———
Cary Street Partners Financial LLC
N/A—19,924-19,924-100%$1.0M———
Resolute Wealth Strategies, LLC
N/A—19,470-19,470-100%$989.7K———
Peak Retirement Planning, Inc.
N/A—19,365-19,365-100%$984.3K———
United Capital Financial Advisors, LLC
N/A—18,654-18,654-100%$948.8K———
Regal Investment Advisors LLC
N/A—18,432-18,432-100%$936.9K———
Vista Investment Management
N/A—17,682-17,682-100%$898.8K———
Glen Eagle Advisors, LLC
N/A—17,672-17,672-100%$898.3K———
Navellier & Associates Inc
N/A—17,506-17,506-100%$889.8K———
Fiduciary Trust Co
N/A—17,325-17,325-100%$880.6K———
1607 Capital Partners, LLC
N/A—16,750-16,750-100%$851.4K———
Keel Point, LLC
N/A—16,434-16,434-100%$835.3K———
Audent Global Asset Management, LLC
N/A—16,000-16,000-100%$813.3K———
Stratos Wealth Advisors, LLC
N/A—15,929-15,929-100%$809.7K———
Ausdal Financial Partners, Inc.
N/A—15,923-15,923-100%$809.4K———
Fourth Dimension Wealth, LLC
N/A—15,748-15,748-100%$800.5K———
Monetary Management Group Inc
N/A—15,200-15,200-100%$772.6K———
Brevan Howard Capital Management LP
N/A—14,913-14,913-100%$758.0K———
Markin Asset Management, LP
N/A—14,876-14,876-100%$756.2K———
Ethos Financial Group, LLC
N/A—14,634-14,634-100%$757.2K———
First Trust Advisors LP
N/A—14,581-14,581-100%$741.1K———
HSBC Holdings PLC
N/A—14,210-14,210-100%$722.3K———
J. Goldman & Co LP
N/A—14,168-14,168-100%$720.2K———
Bank of Marin
N/A—14,093-14,093-100%$716.3K———
Pinnacle Financial Partners, Inc.
N/A—13,973-13,973-100%$710.3K———
Perennial Investment Advisors, LLC
N/A—13,968-13,968-100%$710.0K———
Tocqueville Asset Management L.P.
N/A—13,820-13,820-100%$702.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,799-13,799-100%$701.4K———
Ameritas Advisory Services, LLC
N/A—13,631-13,631-100%$692.9K———
Sequent Planning LLC
N/A—13,570-13,570-100%$689.8K———
Bramshill Investments, LLC
N/A—13,500-13,500-100%$686.2K———
RiverGlades Family Offices LLC
N/A—13,158-13,158-100%$668.8K———
Evernest Financial Advisors, LLC
N/A—13,151-13,151-100%$668.5K———
Callan Family Office, LLC
N/A—13,132-13,132-100%$667.5K———
Everstar Asset Management, LLC
N/A—13,050-13,050-100%$663.3K———
Optiver Holding B.V.
N/A—11,806-11,806-100%$600.1K———
January Capital Advisors LLC
N/A—11,775-11,775-100%$598.5K———
IAM Advisory, LLC
N/A—11,364-11,364-100%$577.6K———
Greenwich Wealth Management LLC
N/A—11,356-11,356-100%$577.0K———
Marble Wealth, LLC
N/A—11,345-11,345-100%$576.7K———
Cresset Asset Management, LLC
N/A—11,321-11,321-100%$575.4K———
Hyundai Investments Co., Ltd.
N/A—11,181-11,181-100%$566.4K———
Nova Wealth Management, Inc.
N/A—11,136-11,136-100%$566.1K———
Flow Traders U.S. LLC
N/A—11,023-11,023-100%$560.0K———
Empirical Asset Management, LLC
N/A—10,894-10,894-100%$553.8K———
Sequoia Financial Advisors, LLC
N/A—10,609-10,609-100%$539.2K———
CCG Wealth Management, LLC
N/A—10,111-10,111-100%$513.9K———
Banco BTG Pactual S.A.
N/A—10,106-10,106-100%$513.7K———
Calton & Associates, Inc.
N/A—9,891-9,891-100%$502.8K———
UBS Asset Management Americas LLC
N/A—9,857-9,857-100%$501.0K———
Two Sigma Securities, LLC
N/A—9,709-9,709-100%$493.5K———
Navis Wealth Advisors, LLC
N/A—9,700-9,700-100%$493.1K———
Glenmede Trust Co NA
N/A—9,545-9,545-100%$485.2K———
Arkos Global Advisors
N/A—9,500-9,500-100%$483.0K———
Redwood Investment Management, LLC
N/A—9,441-9,441-100%$480.0K———
Stephens Inc
N/A—9,175-9,175-100%$466.4K———
Kovack Advisors, Inc.
N/A—9,150-9,150-100%$466.2K———
Phillips Wealth Planners LLC
N/A—8,947-8,947-100%$460.9K———
Envestnet Portfolio Solutions, Inc.
N/A—8,919-8,919-100%$453.4K———
Sharp Wealth Advisory, LLC
N/A—8,747-8,747-100%$444.6K———
Mutual Advisors, LLC
N/A—8,472-8,472-100%$430.6K———
Fukoku Mutual Life Insurance Co
N/A—8,400-8,400-100%$427.0K———
Wellington Management Group LLP
N/A—8,319-8,319-100%$422.9K———
Manhattan West Asset Management, LLC
N/A—8,236-8,236-100%$418.6K———
Jacobs Equity LLC
N/A—8,203-8,203-100%$417.0K———
Maxele Advisors, LLC
N/A—8,115-8,115-100%$412.5K———
Blue Chip Partners, LLC
N/A—8,027-8,027-100%$408.0K———
Midwestern Financial, LLC
N/A—7,933-7,933-100%$403.2K———
Advyzon Investment Management, LLC
N/A—7,705-7,705-100%$391.6K———
Spinnaker Trust
N/A—7,700-7,700-100%$391.4K———
Private Wealth Asset Management, LLC
N/A—7,660-7,660-100%$389.4K———
Vident Advisory, LLC
N/A—7,612-7,612-100%$386.9K———
Acorns Advisers, LLC
N/A—7,427-7,427-100%$378.0K———
PFG Investments, LLC
N/A—7,371-7,371-100%$374.6K———
Tyche Wealth Partners LLC
N/A—7,323-7,323-100%$372.2K———
Fairview Capital Investment Management, LLC
N/A—7,270-7,270-100%$369.5K———
Marex Group Ltd
N/A—7,154-7,154-100%$363.6K———
Johnson Investment Counsel Inc
N/A—6,902-6,902-100%$350.8K———
Wealth Watch Advisors, Inc
N/A—6,818-6,818-100%$346.6K———
Wealthspire Advisors, LLC
N/A—6,816-6,816-100%$346.4K———
Anchor Bay Capital, Inc.
N/A—6,763-6,763-100%$359.7K———
Whittier Trust Co of Nevada Inc
N/A—6,685-6,685-100%$344.3K———
Comprehensive Money Management Services LLC
N/A—6,655-6,655-100%$338.3K———
One Charles Private Wealth Services, LLC
N/A—6,646-6,646-100%$337.8K———
Moment Partners, LLC
N/A—6,643-6,643-100%$337.7K———
Thomasville National Bank
N/A—6,642-6,642-100%$337.6K———
Intrepid Financial Planning Group LLC
N/A—6,628-6,628-100%$336.9K———
Hexagon Capital Partners LLC
N/A—6,597-6,597-100%$335.3K———
MainStreet Investment Advisors LLC
N/A—6,502-6,502-100%$330.5K———
Cozad Asset Management Inc
N/A—6,292-6,292-100%$319.8K———
CreativeOne Wealth, LLC
N/A—6,064-6,064-100%$308.2K———
Moneta Group Investment Advisors LLC
N/A—6,052-6,052-100%$307.6K———
NewEdge Wealth, LLC
N/A—6,016-6,016-100%$305.8K———
BFC Planning, Inc.
N/A—5,949-5,949-100%$302.4K———
Howe & Rusling Inc
N/A—5,747-5,747-100%$292.1K———
Magnolia Capital Advisors LLC
N/A—5,726-5,726-100%$291.1K———
Independent Advisor Alliance
N/A—5,698-5,698-100%$289.6K———
Ally Invest Advisors Inc.
N/A—5,695-5,695-100%$289.5K———
Millstone Evans Group, LLC
N/A—5,508-5,508-100%$280.0K———
Novare Capital Management LLC
N/A—5,478-5,478-100%$278.4K———
Atlantic Family Wealth, LLC
N/A—5,395-5,395-100%$274.2K———
Morton Community Bank
N/A—5,326-5,326-100%$270.7K———
Waterloo Capital, L.P.
N/A—5,299-5,299-100%$269.4K———
AMJ Financial Wealth Management
N/A—5,150-5,150-100%$257.3K———
CIBC Bancorp USA Inc.
N/A—5,137-5,137-100%$261.1K———
Flputnam Investment Management Co
N/A—4,960-4,960-100%$252.1K———
Talon Private Wealth, LLC
N/A—4,935-4,935-100%$250.9K———
Betterment LLC
N/A—4,904-4,904-100%$249.0K———
IEQ Capital, LLC
N/A—4,856-4,856-100%$246.9K———
Aptus Capital Advisors, LLC
N/A—4,836-4,836-100%$245.8K———
Modern Wealth Management, LLC
N/A—4,833-4,833-100%$245.7K———
Fortress Private Ledger, LLC
N/A—4,753-4,753-100%$241.6K———
Vickerman Investment Advisors, Inc.
N/A—4,556-4,556-100%$231.6K———
South Plains Financial, Inc.
N/A—4,504-4,504-100%$228.9K———
Colonial Trust Co / SC
N/A—4,495-4,495-100%$231.9K———
V2 Financial group LLC
N/A—4,436-4,436-100%$225.5K———
Prelude Capital Management, LLC
N/A—4,430-4,430-100%$225.2K———
STG Securities, LLC
N/A—4,419-4,419-100%$224.6K———
First National Bank of Omaha
N/A—4,390-4,390-100%$222.4K———
Alpine Global Management, LLC
N/A—4,370-4,370-100%$222.1K———
Fiduciary Financial Advisors
N/A—4,282-4,282-100%$217.5K———
Main Street Financial Solutions, LLC
N/A—4,281-4,281-100%$217.6K———
MWA Asset Management
N/A—4,277-4,277-100%$217.4K———
USA Financial Formulas
N/A—4,161-4,161-100%$211.5K———
Stonebridge Financial Group, LLC
N/A—4,092-4,092-100%$207.0K———
Elm Partners Management LLC
N/A—4,059-4,059-100%$206.3K———
Fidelis Capital Partners, LLC
N/A—4,008-4,008-100%$203.7K———
World Investment Advisors
N/A—3,959-3,959-100%$200.0K———
Franklin Resources Inc
N/A—3,169-3,169-100%$161.1K———
HighMark Wealth Management LLC
N/A—3,044-3,044-100%$154.7K———
Federation des caisses Desjardins du Quebec
N/A—2,600-2,600-100%$132.2K———
Oxford Financial Group, Ltd. LLC
N/A—2,440-2,440-100%$124.0K———
Macquarie Group LTD
N/A—2,432-2,432-100%$123.6K———
Bollard Group LLC
N/A—2,270-2,270-100%$115.0K———
Dunhill Financial, LLC
N/A—2,233-2,233-100%$113.5K———
Crewe Advisors LLC
N/A—1,918-1,918-100%$97.5K———
Prudential PLC
N/A—1,800-1,800-100%$91.5K———
Ancora Advisors LLCA
N/A—1,798-1,798-100%$91.4K———
Continuum Advisory, LLC
N/A—1,613-1,613-100%$82.0K———
IMA Advisory Services, Inc.
N/A—1,518-1,518-100%$77.2K———
MidFirst Bank
N/A—1,063-1,063-100%$54.0K———
Strategic Wealth Partners, Ltd.
N/A—1,050-1,050-100%$53.4K———
Synergy Investment Management, LLC
N/A—1,015-1,015-100%$51.6K———
Whittier Trust Co
N/A—1,014-1,014-100%$52.7K———
BlueCrest Capital Management Ltd
N/A—1,000-1,000-100%$50.8K———
Aberdeen Wealth Management LLC
N/A—1,000-1,000-100%$50.8K———
Ramirez Asset Management, Inc.
N/A—1,000-1,000-100%$50.8K———
Ameritas Investment Partners, Inc.
N/A—958-958-100%$48.7K———
Horizon Investments, LLC
N/A—866-866-100%$44.0K———
Estabrook Capital Management
N/A—827-827-100%$42.0K———
Delos Wealth Advisors, LLC
N/A—808-808-100%$41.1K———
FAS Wealth Partners, Inc.
N/A—757-757-100%$38.5K———
Webster Bank, N. A.
N/A—744-744-100%$37.8K———
Quarry LP
N/A—720-720-100%$36.6K———
Pursuit Wealth Strategies, LLC
N/A—629-629-100%$32.0K———
Mcguire Capital Advisors Inc
N/A—608-608-100%$30.9K———
Keating Financial Advisory Services, Inc.
N/A—586-586-100%$29.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—570-570-100%$29.0K———
Tiaa Wealth Investment Management LLC
N/A—512-512-100%$26.0K———
Game Plan Financial Advisors, LLC
N/A—410-410-100%$20.8K———
Raffa Wealth Management, LLC
N/A—406-406-100%$20.6K———
Rialto Wealth Management, LLC
N/A—384-384-100%$19.5K———
Banque Cantonale Vaudoise
N/A—365-365-100%$19———
Capital Analysts, LLC
N/A—362-362-100%$18———
Medallion Wealth Advisors, LLC
N/A—352-352-100%$18.0K———
Hollencrest Capital Management
N/A—314-314-100%$16.0K———
Caitlin John, LLC
N/A—308-308-100%$15.7K———
Avalon Trust Co
N/A—300-300-100%$15.2K———
Imprint Wealth LLC
N/A—270-270-100%$13.7K———
Bartlett & Co. Wealth Management LLC
N/A—270-270-100%$13.7K———
Point72 Asset Management, L.P.
N/A—247-247-100%$12.6K———
PIN OAK Investment Advisors Inc
N/A—222-222-100%$11———
National Bank of Canada
N/A—220-220-100%$11.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—219-219-100%$11.2K———
Ogorek Anthony Joseph
N/A—217-217-100%$11.0K———
Mpwm Advisory Solutions, LLC
N/A—200-200-100%$10.2K———
Financial Gravity Companies, Inc.
N/A—186-186-100%$9.5K———
Nalls Sherbakoff Group, LLC
N/A—180-180-100%$9.1K———
Providence Capital Advisors, LLC
N/A—173-173-100%$8.8K———
Ankerstar Wealth, LLC
N/A—171-171-100%$8.7K———
Johnson Financial Group, Inc.
N/A—128-128-100%$6.5K———
SHP Wealth Management
N/A—126-126-100%$6.4K———
Copia Wealth Management
N/A—123-123-100%$6.3K———
Glassman Wealth Services
N/A—121-121-100%$6.2K———
Ameriflex Group, Inc.
N/A—118-118-100%$6.0K———
XP Advisory US, Inc.
N/A—117-117-100%$5.9K———
Orion Capital Management LLC
N/A—107-107-100%$5.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—94-94-100%$4.8K———
JDM Financial Group LLC
N/A—90-90-100%$4.6K———
Aristotle Capital Management, LLC
N/A—69-69-100%$3.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—67-67-100%$3.4K———
Brown Brothers Harriman & Co
N/A—62-62-100%$3.2K———
Premier Financial Group
N/A—54-54-100%$2.7K———
TD Capital Management LLC
N/A—52-52-100%$2.7K———
Kerr Financial Planning Corp
N/A—51-51-100%$2.6K———
Clear Street Group Inc.
N/A—40-40-100%$2.0K———
Integrity Financial Corp
N/A—36-36-100%$1.8K———
Credit Agricole S A
N/A—33-33-100%$1.7K———
Vision Retirement, LLC
N/A—26-26-100%$1.3K———
FWL Investment Management, LLC
N/A—20-20-100%$1.0K———
WealthShield Partners, LLC
N/A—15-15-100%$762———
HHM Wealth Advisors, LLC
N/A—12-12-100%$610———
Quantum Portfolio Management LLC
N/A—10-10-100%$508———
Financial Life Planners
N/A—1-1-100%$55———
Showing 991 of 991 institutions