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SS Health Care Select Sector (XLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,571,896 from 5,862,907
Change+708,989 (+12%)
Value$1.1B (+$176.6M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares3,412,293 from 3,634,449
Change-222,156 (-6%)
Value$574.7K (-$576.1M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares3,303,285 from 1,105,268
Change+2,198,017 (+199%)
Value$556.3M (+$381.0M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares2,247,407 from 2,371,350
Change-123,943 (-5%)
Value$378.5M (+$2.3M)
Filed 2026-10-30
WestEnd Advisors, LLC
DECREASED
Shares1,748,924 from 1,949,867
Change-200,943 (-10%)
Value$294.6M (-$14.8M)
Filed 2026-10-27
Jordan Park Group LLC
DECREASED
Shares1,392,629 from 1,415,160
Change-22,531 (-2%)
Value$234.5M (+$10.0M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares1,346,944 from 337,628
Change+1,009,316 (+299%)
Value$226.9M (+$173.3M)
Filed 2026-11-09
Meitav Investment House LTD
INCREASED
Shares1,298,480 from 1,219,207
Change+79,273 (+7%)
Value$218.7M (+$25.2M)
Filed 2026-10-28
Phoenix Financial Ltd.
INCREASED
Shares1,008,306 from 1,004,740
Change+3,566 (+0%)
Value$169.8M (+$10.4M)
Filed 2026-11-09
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares938,050 from 1,033,549
Change-95,499 (-9%)
Value$158.0M (-$6.0M)
Filed 2026-11-09
AGF Management LTD
DECREASED
Shares656,983 from 722,959
Change-65,976 (-9%)
Value$110.6M (-$4.1M)
Filed 2026-11-03
HighTower Advisors, LLC
INCREASED
Shares553,857 from 548,802
Change+5,055 (+1%)
Value$93.3M (+$6.2M)
Filed 2026-11-10
Barclays PLC
DECREASED
Shares533,152 from 2,697,716
Change-2,164,564 (-80%)
Value$89.8M (-$338.2M)
Filed 2026-11-06
Greenwood Gearhart LLC
DECREASED
Shares477,244 from 479,226
Change-1,982 (0%)
Value$80.4M (+$4.3M)
Filed 2026-11-02
Vestor Capital, LLC
INCREASED
Shares472,505 from 1,500
Change+471,005 (+31400%)
Value$25.7K (+$25.6K)
Filed 2026-11-04
Conservest Capital Advisors, Inc.
INCREASED
Shares471,692 from 468,151
Change+3,541 (+1%)
Value$79.4M (+$5.2M)
Filed 2026-11-09
Ayalon Insurance Comp Ltd.
INCREASED
Shares441,909 from 204,009
Change+237,900 (+117%)
Value$74.4K (+$42.1K)
Filed 2026-10-08
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares432,816 from 417,803
Change+15,013 (+4%)
Value$72.9M (+$6.6M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares404,335 from 405,297
Change-962 (0%)
Value$68.1M (+$3.8M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares375,687 from 359,087
Change+16,600 (+5%)
Value$62.4M (+$5.1M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares346,663 from 357,584
Change-10,921 (-3%)
Value$58.4M (+$1.7M)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares343,175 from 349,376
Change-6,201 (-2%)
Value$57.8M (+$2.4M)
Filed 2026-10-27
J.Safra Asset Management Corp
DECREASED
Shares332,308 from 454,218
Change-121,910 (-27%)
Value$56.0M (-$16.1M)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares330,598 from 335,320
Change-4,722 (-1%)
Value$55.7M (+$2.5M)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED
Shares310,567 from 340,013
Change-29,446 (-9%)
Value$52.3M (-$1.6M)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares288,760 from 248,542
Change+40,218 (+16%)
Value$48.6M (+$9.2M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares269,543 from 295,654
Change-26,111 (-9%)
Value$45.4K (-$46.9M)
Filed 2026-11-02
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares269,341 from 269,341
Change0 (0%)
Value$45.4M (+$2.6M)
Filed 2026-11-09
Krilogy Financial LLC
INCREASED
Shares255,996 from 243,713
Change+12,283 (+5%)
Value$44.0M (+$5.4M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares254,973 from 137,706
Change+117,267 (+85%)
Value$42.6K (-$21.8M)
Filed 2026-11-05
Money Concepts Capital Corp
INCREASED
Shares251,032 from 24,533
Change+226,499 (+923%)
Value$42.3M (+$38.4M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares250,435 from 152,137
Change+98,298 (+65%)
Value$42.2M (+$18.0M)
Filed 2026-11-06
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
INCREASED
Shares235,800 from 177,800
Change+58,000 (+33%)
Value$39.7M (+$11.5M)
Filed 2026-10-29
Wharton Business Group, LLC
DECREASED
Shares222,629 from 232,139
Change-9,510 (-4%)
Value$37.5M (+$664.2K)
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares221,177 from 219,080
Change+2,097 (+1%)
Value$37.3M (+$2.5M)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares214,481 from 127,631
Change+86,850 (+68%)
Value$36.1M (+$15.9M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares210,940 from 213,270
Change-2,330 (-1%)
Value$35.5M (+$1.7M)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares201,197 from 28,355
Change+172,842 (+610%)
Value$33.9M (+$29.4M)
Filed 2026-10-01
Mirae Asset Securities (USA) Inc.
NEW
Shares200,852
Change+200,852
Value$33.8M
Filed 2026-10-15
Element Pointe Advisors, LLC
INCREASED
Shares198,098 from 11,867
Change+186,231 (+1569%)
Value$33.4M (+$31.5M)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
NEW
Shares189,523
Change+189,523
Value$31.9M
Filed 2026-10-16
Advisors Preferred, LLC
INCREASED
Shares188,681 from 3,400
Change+185,281 (+5449%)
Value$31.4M (+$30.8M)
Filed 2026-11-09
Makena Capital Management LLC
DECREASED
Shares183,658 from 197,201
Change-13,543 (-7%)
Value$30.9M (-$356.2K)
Filed 2026-11-06
Biltmore Wealth Management, LLC
DECREASED
Shares180,862 from 181,609
Change-747 (0%)
Value$30.5M (+$1.6M)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares178,305 from 146,252
Change+32,053 (+22%)
Value$30.0M (+$6.8M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares177,895 from 164,960
Change+12,935 (+8%)
Value$30.0M (+$3.8M)
Filed 2026-10-16
Kwmg, LLC
INCREASED
Shares175,100 from 168,085
Change+7,015 (+4%)
Value$29.5M (+$2.8M)
Filed 2026-10-07
Tamar Securities, LLC
INCREASED
Shares174,394 from 155,324
Change+19,070 (+12%)
Value$29.4M (+$4.7M)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares173,175 from 26,645
Change+146,530 (+550%)
Value$29.2M (+$24.9M)
Filed 2026-10-20
SP Asset Management LLC
DECREASED
Shares168,497 from 171,889
Change-3,392 (-2%)
Value$28.4M (+$1.1M)
Filed 2026-11-05
Means Investment Co., Inc.
DECREASED
Shares167,880 from 170,810
Change-2,930 (-2%)
Value$28.3M (+$1.2M)
Filed 2026-11-03
Bellwether Advisors, LLC
INCREASED
Shares167,713 from 142,132
Change+25,581 (+18%)
Value$28.2M (+$5.7M)
Filed 2026-11-09
Financial Advisory Corp
INCREASED
Shares166,865 from 166,691
Change+174 (+0%)
Value$28.1M (+$1.7M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares157,743 from 130,994
Change+26,749 (+20%)
Value$26.3M (+$5.2M)
Filed 2026-10-13
Rockport Wealth LLC
INCREASED
Shares155,794 from 152,748
Change+3,046 (+2%)
Value$26.2M (+$2.0M)
Filed 2026-11-03
IMZ Advisory Inc
DECREASED
Shares150,527 from 152,784
Change-2,257 (-1%)
Value$25.4M (+$1.1M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares148,366 from 145,102
Change+3,264 (+2%)
Value$25.0M (+$2.0M)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares145,376 from 79,761
Change+65,615 (+82%)
Value$24.5M (+$11.8M)
Filed 2026-11-04
Lighthouse Financial Services Inc
INCREASED
Shares145,353 from 145,176
Change+177 (+0%)
Value$24.5M (+$1.3M)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares142,976 from 144,201
Change-1,225 (-1%)
Value$24.1M (+$1.2M)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares141,053 from 126,203
Change+14,850 (+12%)
Value$23.8M (+$3.7M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares139,863 from 63,237
Change+76,626 (+121%)
Value$23.6K (-$10.0M)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares138,567 from 141,334
Change-2,767 (-2%)
Value$23.3M (+$913.4K)
Filed 2026-10-09
Exchange Traded Concepts, LLC
INCREASED
Shares127,403 from 124,861
Change+2,542 (+2%)
Value$21.5M (+$1.6M)
Filed 2026-10-28
HighPoint Advisor Group LLC
INCREASED
Shares124,588 from 116,525
Change+8,063 (+7%)
Value$21.0M (+$2.5M)
Filed 2026-11-09
Intrua Financial, LLC
INCREASED
Shares122,514 from 70,388
Change+52,126 (+74%)
Value$20.6M (+$9.5M)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares115,280 from 407,509
Change-292,229 (-72%)
Value$19.4M (-$45.3M)
Filed 2026-10-08
New Harbor Financial Group, LLC
NEW
Shares114,023
Change+114,023
Value$19.2M
Filed 2026-10-22
Oppenheimer Asset Management Inc.
INCREASED
Shares110,796 from 107,935
Change+2,861 (+3%)
Value$18.7M (+$1.5M)
Filed 2026-10-27
Allen Wealth Management, LLC
INCREASED
Shares108,415 from 102,979
Change+5,436 (+5%)
Value$18.3M (+$1.9M)
Filed 2026-10-29
First Interstate Bank
DECREASED
Shares108,377 from 112,753
Change-4,376 (-4%)
Value$18.3M (+$363.5K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares108,061 from 60,500
Change+47,561 (+79%)
Value$18.2M (+$8.6M)
Filed 2026-10-15
Country Trust Bank
DECREASED
Shares107,282 from 108,168
Change-886 (-1%)
Value$18.1M (+$906.5K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares104,449 from 101,960
Change+2,489 (+2%)
Value$17.6M (+$1.4M)
Filed 2026-11-05
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares104,066 from 104,131
Change-65 (0%)
Value$17.5K (-$16.5M)
Filed 2026-11-05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares99,240 from 99,240
Change0 (0%)
Value$16.7M (+$968.6K)
Filed 2026-11-09
BAR Harbor Wealth Management
DECREASED
Shares98,499 from 98,551
Change-52 (0%)
Value$16.6M (+$953.1K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares97,978 from 80,952
Change+17,026 (+21%)
Value$16.5M (+$3.7M)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares97,879 from 99,600
Change-1,721 (-2%)
Value$16.5M (+$552.5K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares96,307 from 92,437
Change+3,870 (+4%)
Value$16.2M (+$1.6M)
Filed 2026-10-26
Squarepoint Ops LLC
INCREASED
Shares95,370 from 61,544
Change+33,826 (+55%)
Value$16.1M (+$6.3M)
Filed 2026-11-09
Balance Wealth Partners LLC
INCREASED
Shares94,179 from 89,514
Change+4,665 (+5%)
Value$15.9M (+$1.7M)
Filed 2026-10-27
Valence8 US LP
INCREASED
Shares93,629 from 93,378
Change+251 (+0%)
Value$15.8M (+$953.6K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED
Shares93,177 from 90,677
Change+2,500 (+3%)
Value$15.7M (+$1.3M)
Filed 2026-10-08
Valmark Advisers, Inc.
DECREASED
Shares91,539 from 93,043
Change-1,504 (-2%)
Value$15.4M (+$654.8K)
Filed 2026-11-06
Pachira Investments Inc.
INCREASED
Shares91,073 from 75,669
Change+15,404 (+20%)
Value$15.3M (+$3.3M)
Filed 2026-10-14
Evolution Wealth Advisors, LLC
INCREASED
Shares90,854 from 85,624
Change+5,230 (+6%)
Value$15.3M (+$1.7M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares90,023 from 90,436
Change-413 (0%)
Value$15.2M (+$813.1K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares89,355 from 95,670
Change-6,315 (-7%)
Value$15.0M (-$129.9K)
Filed 2026-10-22
Asset Advisors Investment Management, LLC
INCREASED
Shares88,972 from 86,271
Change+2,701 (+3%)
Value$15.0M (+$1.3M)
Filed 2026-10-19
Lowe Brockenbrough & Co Inc
INCREASED
Shares88,838 from 87,807
Change+1,031 (+1%)
Value$15.0M (+$1.0M)
Filed 2026-11-09
Brookstone Capital Management
INCREASED
Shares88,804 from 68,779
Change+20,025 (+29%)
Value$15.0M (+$4.0M)
Filed 2026-10-22
Archon Partners LLC
INCREASED
Shares88,000 from 80,000
Change+8,000 (+10%)
Value$14.8M (+$2.1M)
Filed 2026-10-26
Sollinda Capital Management LLC
NEW
Shares83,350
Change+83,350
Value$14.0M
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
DECREASED
Shares81,850 from 88,280
Change-6,430 (-7%)
Value$13.8M (-$221.3K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares81,384 from 82,255
Change-871 (-1%)
Value$13.7M (+$656.2K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares80,674 from 79,669
Change+1,005 (+1%)
Value$13.6M (+$946.9K)
Filed 2026-11-04
Compass Wealth Management, LLC
INCREASED
Shares80,252 from 76,350
Change+3,902 (+5%)
Value$13.5M (+$1.4M)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares79,401 from 49,506
Change+29,895 (+60%)
Value$13.4M (+$5.5M)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares79,286 from 41,086
Change+38,200 (+93%)
Value$13.4M (+$6.8M)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares78,636 from 79,000
Change-364 (0%)
Value$13.2M (+$709.5K)
Filed 2026-10-30
Wespac Advisors SoCal, LLC
INCREASED
Shares78,200 from 69,416
Change+8,784 (+13%)
Value$13.2M (+$2.2M)
Filed 2026-10-13
Old National Bancorp
DECREASED
Shares78,109 from 82,366
Change-4,257 (-5%)
Value$13.2M (+$86.9K)
Filed 2026-10-20
Petredis Investment Advisors LLC
INCREASED
Shares77,037 from 76,536
Change+501 (+1%)
Value$13.0M (+$831.4K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares76,443 from 24,721
Change+51,722 (+209%)
Value$12.9M (+$9.0M)
Filed 2026-10-28
WBH Advisory Inc
INCREASED
Shares75,946 from 67,750
Change+8,196 (+12%)
Value$12.8M (+$2.0M)
Filed 2026-11-05
CMH Wealth Management LLC
INCREASED
Shares75,338 from 72,630
Change+2,708 (+4%)
Value$12.7M (+$1.2M)
Filed 2026-10-22
Eagle Wealth Strategies LLC
DECREASED
Shares75,065 from 76,209
Change-1,144 (-1%)
Value$12.6M (+$551.1K)
Filed 2026-10-20
Hobart Private Capital, LLC
INCREASED
Shares74,992 from 74,022
Change+970 (+1%)
Value$12.6M (+$885.8K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares74,112 from 73,301
Change+811 (+1%)
Value$12.5M (+$852.1K)
Filed 2026-10-20
Simon Quick Advisors, LLC
DECREASED
Shares71,285 from 87,291
Change-16,006 (-18%)
Value$12.0M (-$1.8M)
Filed 2026-10-26
Jefferies Financial Group Inc.
DECREASED
Shares70,000 from 150,963
Change-80,963 (-54%)
Value$11.8M (-$12.2M)
Filed 2026-11-05
Q3 Asset Management
NEW
Shares69,192
Change+69,192
Value$11.6K
Filed 2026-11-06
Parkside Investments, LLC
DECREASED
Shares68,177 from 72,224
Change-4,047 (-6%)
Value$11.5M (+$23.4K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
INCREASED
Shares67,423 from 67,285
Change+138 (+0%)
Value$11.4M (+$680.0K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares66,204 from 44,496
Change+21,708 (+49%)
Value$11.1M (+$4.1M)
Filed 2026-10-13
Strategic Advisory Partners, LLC
INCREASED
Shares65,729 from 63,412
Change+2,317 (+4%)
Value$11.1M (+$1.0M)
Filed 2026-11-06
Measured Wealth Private Client Group, LLC
DECREASED
Shares65,242 from 68,105
Change-2,863 (-4%)
Value$11.0M (+$182.5K)
Filed 2026-11-10
Toth Financial Advisory Corp
INCREASED
Shares65,024 from 62,038
Change+2,986 (+5%)
Value$11.0M (+$1.1M)
Filed 2026-10-08
Thor Trading Advisors, LLC
NEW
Shares64,230
Change+64,230
Value$10.8M
Filed 2026-11-05
Ameraudi Asset Management, Inc.
DECREASED
Shares63,468 from 64,612
Change-1,144 (-2%)
Value$10.7M (+$437.9K)
Filed 2026-11-05
Winthrop Capital Management, LLC
DECREASED
Shares62,354 from 65,145
Change-2,791 (-4%)
Value$10.5M (+$165.7K)
Filed 2026-11-05
Lake Hills Wealth Management, LLC
NEW
Shares61,569
Change+61,569
Value$10.4M
Filed 2026-10-07
Capital Investment Counsel, LLC
INCREASED
Shares61,439 from 61,096
Change+343 (+1%)
Value$10.3M (+$654.1K)
Filed 2026-10-14
Forbes J M & Co LLP
INCREASED
Shares61,370 from 54,169
Change+7,201 (+13%)
Value$10.3M (+$1.7M)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares60,778 from 61,149
Change-371 (-1%)
Value$10.2M (+$534.3K)
Filed 2026-10-16
Constitution Capital LLC
INCREASED
Shares60,708 from 59,280
Change+1,428 (+2%)
Value$10.2M (+$819.1K)
Filed 2026-10-23
Royal Fund Management, LLC
NEW
Shares60,451
Change+60,451
Value$10.2M
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares60,399 from 59,932
Change+467 (+1%)
Value$10.2M (+$656.7K)
Filed 2026-11-05
Cairn Investment Group, Inc.
DECREASED
Shares59,790 from 60,400
Change-610 (-1%)
Value$10.1K (-$9.6M)
Filed 2026-11-04
Corecam Pte. Ltd.
INCREASED
Shares58,150 from 56,550
Change+1,600 (+3%)
Value$9.8M (+$822.0K)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
INCREASED
Shares57,918 from 35,568
Change+22,350 (+63%)
Value$8.9M (+$3.2M)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares57,917 from 55,725
Change+2,192 (+4%)
Value$9.8M (+$913.1K)
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
INCREASED
Shares57,491 from 55,859
Change+1,632 (+3%)
Value$9.7M (+$820.0K)
Filed 2026-10-16
Fortis Group Advisors, LLC
INCREASED
Shares57,344 from 36,110
Change+21,234 (+59%)
Value$10.6M (+$4.9M)
Filed 2026-11-06
High Note Wealth, LLC
DECREASED
Shares56,590 from 59,664
Change-3,074 (-5%)
Value$9.5M (+$64.5K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares56,502 from 37,542
Change+18,960 (+51%)
Value$9.5M (+$3.6M)
Filed 2026-11-05
First Merchants Corp
DECREASED
Shares56,427 from 57,124
Change-697 (-1%)
Value$9.5M (+$440.1K)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares55,524 from 57,962
Change-2,438 (-4%)
Value$9.4M (+$155.1K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares55,000 from 15,000
Change+40,000 (+267%)
Value$9.3M (+$6.9M)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares54,646 from 24,517
Change+30,129 (+123%)
Value$9.2M (+$5.3M)
Filed 2026-10-27
Independence Wealth Advisors, LLC
INCREASED
Shares54,082 from 53,394
Change+688 (+1%)
Value$9.1M (+$637.6K)
Filed 2026-10-29
Innealta Capital, LLC
INCREASED
Shares53,763 from 27,675
Change+26,088 (+94%)
Value$9.1M (+$4.7M)
Filed 2026-11-02
Howard Capital Management Group, LLC
DECREASED
Shares53,539 from 68,150
Change-14,611 (-21%)
Value$9.0M (-$1.8M)
Filed 2026-10-16
Bank Hapoalim BM
INCREASED
Shares52,341 from 50,796
Change+1,545 (+3%)
Value$8.8K (-$8.1M)
Filed 2026-11-10
Signal Advisors Wealth, LLC
INCREASED
Shares51,966 from 10,721
Change+41,245 (+385%)
Value$8.8M (+$7.1M)
Filed 2026-10-13
BigSur Wealth Management LLC
INCREASED
Shares51,473 from 48,203
Change+3,270 (+7%)
Value$8.7M (+$1.0M)
Filed 2026-10-13
Natixis
DECREASED
Shares51,320 from 419,940
Change-368,620 (-88%)
Value$8.6M (-$58.0M)
Filed 2026-11-06
3Edge Asset Management, LP
INCREASED
Shares51,129 from 46,628
Change+4,501 (+10%)
Value$8.6M (+$1.2M)
Filed 2026-10-30
Essex LLC
INCREASED
Shares50,929 from 49,769
Change+1,160 (+2%)
Value$8.6M (+$681.0K)
Filed 2026-10-14
Madrid Financial Services
NEW
Shares50,776
Change+50,776
Value$8.6M
Filed 2026-11-03
Theory Financial LLC
INCREASED
Shares50,496 from 30,610
Change+19,886 (+65%)
Value$8.5M (+$3.6M)
Filed 2026-11-09
CVS Health Corp
NEW
Shares50,000
Change+50,000
Value$8.4M
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED
Shares49,014 from 49,914
Change-900 (-2%)
Value$8.3M (+$335.5K)
Filed 2026-10-16
WealthCare Asset Management, LLC
DECREASED
Shares48,463 from 76,906
Change-28,443 (-37%)
Value$8.2M (-$4.0M)
Filed 2026-10-26
Patten & Patten Inc
INCREASED
Shares47,630 from 45,450
Change+2,180 (+5%)
Value$8.0M (+$810.7K)
Filed 2026-10-26
Orange Investment Advisors, Inc.
DECREASED
Shares47,097 from 50,164
Change-3,067 (-6%)
Value$7.9M (-$27.0K)
Filed 2026-10-23
Silphium Asset Management Ltd
INCREASED
Shares45,065 from 28,595
Change+16,470 (+58%)
Value$7.6M (+$3.1M)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares45,016 from 44,670
Change+346 (+1%)
Value$7.6M (+$494.2K)
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares44,749 from 47,406
Change-2,657 (-6%)
Value$7.5M (+$15.1K)
Filed 2026-11-09
Western Wealth Management, LLC
DECREASED
Shares44,389 from 47,904
Change-3,515 (-7%)
Value$7.5M (-$124.4K)
Filed 2026-11-09
Foronjy Financial LLC
DECREASED
Shares44,370 from 50,354
Change-5,984 (-12%)
Value$7.5M (-$516.4K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares44,314 from 44,434
Change-120 (0%)
Value$7.4M (+$399.1K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares43,757 from 36,908
Change+6,849 (+19%)
Value$8.1M (+$2.2M)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares43,723 from 39,922
Change+3,801 (+10%)
Value$7.4M (+$1.0M)
Filed 2026-10-20
Financial Enhancement Group LLC
NEW
Shares43,630
Change+43,630
Value$7.4M
Filed 2026-10-08
Montag A & Associates Inc
INCREASED
Shares42,936 from 30,534
Change+12,402 (+41%)
Value$7.2M (+$2.4M)
Filed 2026-10-29
Peterson Wealth Management
INCREASED
Shares42,700 from 42,142
Change+558 (+1%)
Value$7.2M (+$505.3K)
Filed 2026-11-06
Fifth Third Securities, Inc.
DECREASED
Shares42,504 from 43,406
Change-902 (-2%)
Value$7.2M (+$271.8K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares42,142 from 40,994
Change+1,148 (+3%)
Value$7.1M (+$593.4K)
Filed 2026-10-29
Stockman Wealth Management, Inc.
INCREASED
Shares42,092 from 41,697
Change+395 (+1%)
Value$7.1M (+$473.4K)
Filed 2026-10-27
Certuity, LLC
INCREASED
Shares42,059 from 33,453
Change+8,606 (+26%)
Value$7.1M (+$1.8M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares41,771 from 33,424
Change+8,347 (+25%)
Value$7.0M (+$1.7M)
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED
Shares41,206 from 41,050
Change+156 (+0%)
Value$6.9M (+$427.0K)
Filed 2026-11-04
Busey Bank
INCREASED
Shares41,026 from 40,954
Change+72 (+0%)
Value$6.9M (+$411.8K)
Filed 2026-10-26
Bonfire Financial
INCREASED
Shares40,982 from 40,088
Change+894 (+2%)
Value$6.9M (+$541.8K)
Filed 2026-11-06
Keystone Global Partners, LLC
DECREASED
Shares40,970 from 75,564
Change-34,594 (-46%)
Value$6.9M (-$5.1M)
Filed 2026-10-13
Chemung Canal Trust Co
DECREASED
Shares40,594 from 49,795
Change-9,201 (-18%)
Value$6.8M (-$1.1M)
Filed 2026-11-04
5th Street Advisors, LLC
DECREASED
Shares40,121 from 40,203
Change-82 (0%)
Value$6.8M (+$378.5K)
Filed 2026-11-04
Arta Finance Wealth Management LLC
DECREASED
Shares39,763 from 57,207
Change-17,444 (-30%)
Value$6.7M (-$2.4M)
Filed 2026-10-28
Tritonpoint Wealth, LLC
DECREASED
Shares39,724 from 41,245
Change-1,521 (-4%)
Value$6.7M (+$146.4K)
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares39,277 from 39,260
Change+17 (+0%)
Value$6.6M (+$373.6K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares39,226 from 37,289
Change+1,937 (+5%)
Value$6.6M (+$690.3K)
Filed 2026-11-06
Nvwm, LLC
INCREASED
Shares38,763 from 37,469
Change+1,294 (+3%)
Value$6.5M (+$583.7K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares38,184 from 33,804
Change+4,380 (+13%)
Value$6.4M (+$1.1M)
Filed 2026-11-05
Algorithmic Investment Models, LLC
INCREASED
Shares38,019 from 32,840
Change+5,179 (+16%)
Value$6.4M (+$1.2M)
Filed 2026-11-04
Cooksen Wealth, LLC
INCREASED
Shares37,965 from 37,791
Change+174 (+0%)
Value$6.5M (+$488.8K)
Filed 2026-10-13
Banco Santander, S.A.
DECREASED
Shares37,422 from 46,177
Change-8,755 (-19%)
Value$6.3M (-$1.0M)
Filed 2026-11-10
Sowell Financial Services LLC
INCREASED
Shares37,100 from 30,090
Change+7,010 (+23%)
Value$6.2M (+$1.5M)
Filed 2026-10-23
Soltis Investment Advisors LLC
INCREASED
Shares36,899 from 8,448
Change+28,451 (+337%)
Value$6.2M (+$4.9M)
Filed 2026-10-28
Es4, LLC
DECREASED
Shares36,637 from 38,218
Change-1,581 (-4%)
Value$6.2M (+$106.7K)
Filed 2026-11-09
Sharper & Granite LLC
INCREASED
Shares36,597 from 36,275
Change+322 (+1%)
Value$5.4M (-$389.9K)
Filed 2026-11-02
Obermeyer Wealth Partners
INCREASED
Shares36,311 from 33,946
Change+2,365 (+7%)
Value$6.1M (+$729.6K)
Filed 2026-10-21
IFG Advisory, LLC
INCREASED
Shares35,956 from 22,615
Change+13,341 (+59%)
Value$6.1M (+$2.5M)
Filed 2026-11-09
Wealthfront Advisers LLC
INCREASED
Shares35,776 from 34,392
Change+1,384 (+4%)
Value$6.0M (+$568.8K)
Filed 2026-11-09
Vise Technologies, Inc.
DECREASED
Shares35,764 from 37,150
Change-1,386 (-4%)
Value$6.0M (+$129.2K)
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares35,692 from 36,241
Change-549 (-2%)
Value$6.0M (+$261.3K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares35,537 from 34,168
Change+1,369 (+4%)
Value$6.0M (+$564.1K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares35,435 from 35,066
Change+369 (+1%)
Value$6.0M (+$404.5K)
Filed 2026-10-23
10Elms LLP
DECREASED
Shares34,995 from 35,447
Change-452 (-1%)
Value$5.9M (+$269.8K)
Filed 2026-11-06
Apollon Financial, LLC
DECREASED
Shares34,901 from 36,185
Change-1,284 (-4%)
Value$5.9M (+$136.9K)
Filed 2026-10-23
Occidental Asset Management, LLC
INCREASED
Shares34,610 from 33,676
Change+934 (+3%)
Value$5.8M (+$485.9K)
Filed 2026-11-05
TCP Asset Management, LLC
DECREASED
Shares34,322 from 34,604
Change-282 (-1%)
Value$5.7M (+$213.4K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares34,197 from 34,223
Change-26 (0%)
Value$5.8M (+$329.6K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares34,179 from 32,869
Change+1,310 (+4%)
Value$5.8M (+$541.4K)
Filed 2026-10-23
Vaughan David Investments LLC
DECREASED
Shares33,720 from 34,992
Change-1,272 (-4%)
Value$5.7K (-$5.5M)
Filed 2026-11-05
VMS Asset Management Limited
NEW
Shares33,600
Change+33,600
Value$5.7M
Filed 2026-10-15
Pacific Wealth Management
NEW
Shares33,577
Change+33,577
Value$5.7M
Filed 2026-10-05
SteelPeak Wealth, LLC
INCREASED
Shares33,275 from 27,492
Change+5,783 (+21%)
Value$5.6M (+$1.2M)
Filed 2026-10-16
Kennicott Capital Management LLC
INCREASED
Shares33,068 from 32,889
Change+179 (+1%)
Value$5.6M (+$351.1K)
Filed 2026-10-16
Herbst Group, LLC
DECREASED
Shares32,770 from 33,587
Change-817 (-2%)
Value$5.5M (+$190.2K)
Filed 2026-10-20
Sage Capital Advisors,llc
DECREASED
Shares32,737 from 59,226
Change-26,489 (-45%)
Value$5.5M (-$3.9M)
Filed 2026-10-13
Accurate Wealth Management, LLC
NEW
Shares31,965
Change+31,965
Value$5.4M
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares31,460 from 31,929
Change-469 (-1%)
Value$5.3M (+$232.6K)
Filed 2026-10-22
IronBridge Private Wealth, LLC
NEW
Shares31,152
Change+31,152
Value$5.2M
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares31,145 from 31,722
Change-577 (-2%)
Value$5.2M (+$212.5K)
Filed 2026-11-06
Financial Freedom, LLC
DECREASED
Shares31,024 from 35,507
Change-4,483 (-13%)
Value$5.2M (-$408.6K)
Filed 2026-11-06
Premier Path Wealth Partners, LLC
DECREASED
Shares31,001 from 51,369
Change-20,368 (-40%)
Value$5.2M (-$2.9M)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares30,998 from 20,814
Change+10,184 (+49%)
Value$5.2M (+$1.9M)
Filed 2026-10-16
Spectrum Asset Management, Inc. (NB )
NEW
Shares30,846
Change+30,846
Value$5.2M
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares29,790 from 16,315
Change+13,475 (+83%)
Value$5.0M (+$2.4M)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares29,711 from 29,885
Change-174 (-1%)
Value$5.0M (+$262.4K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares29,625 from 29,484
Change+141 (+0%)
Value$5.0M (+$311.5K)
Filed 2026-11-03
Nelson Capital Management, LLC
INCREASED
Shares29,590 from 27,406
Change+2,184 (+8%)
Value$5.0M (+$635.3K)
Filed 2026-11-09
Arete Wealth Advisors, LLC
INCREASED
Shares29,582 from 16,576
Change+13,006 (+78%)
Value$5.0M (+$2.4M)
Filed 2026-11-09
Ridgepath Capital Management LLC
NEW
Shares29,456
Change+29,456
Value$5.0M
Filed 2026-10-29
M&T Bank Corp
DECREASED
Shares28,798 from 29,861
Change-1,063 (-4%)
Value$4.8M (+$111.9K)
Filed 2026-11-10
Nations Financial Group Inc,
INCREASED
Shares28,786 from 18,652
Change+10,134 (+54%)
Value$4.8M (+$1.9M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares28,713 from 25,252
Change+3,461 (+14%)
Value$4.8M (+$829.4K)
Filed 2026-10-28
Cercano Management LLC
UNCHANGED
Shares28,280 from 28,280
Change0 (0%)
Value$4.8M (+$276.0K)
Filed 2026-11-10
MBA Advisors LLC
INCREASED
Shares27,694 from 27,326
Change+368 (+1%)
Value$4.7M (+$328.7K)
Filed 2026-10-29
Spinnaker Investment Group, LLC
INCREASED
Shares27,682 from 23,425
Change+4,257 (+18%)
Value$4.7M (+$945.6K)
Filed 2026-10-13
Investment Management Corp
NEW
Shares27,595
Change+27,595
Value$4.6M
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED
Shares27,545 from 29,068
Change-1,523 (-5%)
Value$4.9M (+$255.6K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares27,313 from 42,746
Change-15,433 (-36%)
Value$4.6M (-$2.2M)
Filed 2026-10-21
One Day In July LLC
INCREASED
Shares27,136 from 24,807
Change+2,329 (+9%)
Value$4.6M (+$634.4K)
Filed 2026-10-30
Flagship Private Wealth, LLC
INCREASED
Shares27,063 from 21,919
Change+5,144 (+23%)
Value$4.6M (+$1.1M)
Filed 2026-11-05
LightSquare Wealth Management, LLC
INCREASED
Shares26,991 from 25,226
Change+1,765 (+7%)
Value$4.5M (+$543.5K)
Filed 2026-11-03
Advisory Resource Group
DECREASED
Shares26,778 from 28,588
Change-1,810 (-6%)
Value$4.5M (-$25.8K)
Filed 2026-10-26
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares26,647 from 26,612
Change+35 (+0%)
Value$4.5M (+$265.6K)
Filed 2026-11-09
Vontobel Holding Ltd.
INCREASED
Shares26,552 from 6,463
Change+20,089 (+311%)
Value$4.5M (+$3.4M)
Filed 2026-10-16
Arch Global Advisors, LLC
INCREASED
Shares25,995 from 24,215
Change+1,780 (+7%)
Value$4.4M (+$536.1K)
Filed 2026-10-23
Atlas Capital Advisors Inc.
INCREASED
Shares25,958 from 20,788
Change+5,170 (+25%)
Value$874.8K (-$2.4M)
Filed 2026-11-09
Colton Groome Financial Advisors, LLC
INCREASED
Shares25,878 from 25,041
Change+837 (+3%)
Value$4.4M (+$385.4K)
Filed 2026-10-06
Telos Capital Management, Inc.
INCREASED
Shares25,783 from 25,108
Change+675 (+3%)
Value$4.3M (+$358.7K)
Filed 2026-11-02
First Financial Bank - Trust Division
DECREASED
Shares25,619 from 26,415
Change-796 (-3%)
Value$4.3M (+$123.5K)
Filed 2026-10-01
Benedict Financial Advisors Inc
DECREASED
Shares25,527 from 27,148
Change-1,621 (-6%)
Value$4.3M (-$8.2K)
Filed 2026-10-07
Massachusetts Wealth Management
INCREASED
Shares25,494 from 24,809
Change+685 (+3%)
Value$4.3M (+$357.5K)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares25,488 from 25,256
Change+232 (+1%)
Value$4.3M (+$285.6K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares25,267 from 23,302
Change+1,965 (+8%)
Value$4.3M (+$558.4K)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares25,042 from 14,541
Change+10,501 (+72%)
Value$4.2M (+$1.9M)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares24,878 from 2,027
Change+22,851 (+1127%)
Value$4.2M (+$3.9M)
Filed 2026-10-29
West Financial Advisors, LLC
NEW
Shares24,470
Change+24,470
Value$4.1M
Filed 2026-10-22
Courier Capital LLC
DECREASED
Shares24,304 from 35,505
Change-11,201 (-32%)
Value$4.1M (-$1.5M)
Filed 2026-10-19
Integrity Alliance, Llc.
INCREASED
Shares24,252 from 22,778
Change+1,474 (+6%)
Value$4.1M (+$470.6K)
Filed 2026-10-29
Corecam AG
DECREASED
Shares24,150 from 24,425
Change-275 (-1%)
Value$4.1M (+$192.3K)
Filed 2026-10-29
Summa Corp.
INCREASED
Shares24,030 from 2,600
Change+21,430 (+824%)
Value$4.0M (+$3.6M)
Filed 2026-10-30
Nwam LLC
INCREASED
Shares23,759 from 22,154
Change+1,605 (+7%)
Value$4.0M (+$486.5K)
Filed 2026-11-09
Innova Wealth Partners
DECREASED
Shares23,563 from 24,516
Change-953 (-4%)
Value$4.0M (+$78.8K)
Filed 2026-10-21
Primoris Wealth Advisors, LLC
INCREASED
Shares23,530 from 23,166
Change+364 (+2%)
Value$4.0M (+$287.5K)
Filed 2026-10-28
Cannon Advisors, Inc.
DECREASED
Shares23,399 from 39,356
Change-15,957 (-41%)
Value$4.0M (-$2.3M)
Filed 2026-10-14
AMG National Trust Bank
DECREASED
Shares23,258 from 23,597
Change-339 (-1%)
Value$3.9M (+$173.2K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares23,183 from 22,706
Change+477 (+2%)
Value$3.9M (+$301.8K)
Filed 2026-10-14
Tandem Investment Partners LLC
DECREASED
Shares23,150 from 23,650
Change-500 (-2%)
Value$3.9M (+$146.6K)
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares23,149 from 23,006
Change+143 (+1%)
Value$3.9M (+$248.7K)
Filed 2026-10-30
New England Private Wealth Advisors LLC
INCREASED
Shares22,743 from 22,696
Change+47 (+0%)
Value$3.8M (+$140.6K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares22,637 from 23,128
Change-491 (-2%)
Value$3.8M (+$143.1K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares22,487 from 13,417
Change+9,070 (+68%)
Value$3.8M (+$1.7M)
Filed 2026-10-08
HBW Advisory Services LLC
INCREASED
Shares22,402 from 21,244
Change+1,158 (+5%)
Value$3.8M (+$402.4K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares22,287 from 21,775
Change+512 (+2%)
Value$3.5M (+$81.3K)
Filed 2026-11-06
Deltec Asset Management LLC
DECREASED
Shares22,240 from 23,000
Change-760 (-3%)
Value$3.7M (+$96.5K)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
INCREASED
Shares22,207 from 22,193
Change+14 (+0%)
Value$3.7M (+$219.0K)
Filed 2026-10-05
Embree Financial Group
DECREASED
Shares22,179 from 22,670
Change-491 (-2%)
Value$3.7M (+$138.7K)
Filed 2026-10-22
Capstone Wealth Management Group, Inc.
INCREASED
Shares22,141 from 21,134
Change+1,007 (+5%)
Value$3.7M (+$375.7K)
Filed 2026-10-19
Laraway Financial Advisors Inc
DECREASED
Shares22,130 from 22,377
Change-247 (-1%)
Value$3.7M (+$176.8K)
Filed 2026-11-09
Pine Valley Investments Ltd Liability Co
INCREASED
Shares22,077 from 21,178
Change+899 (+4%)
Value$3.7M (+$358.1K)
Filed 2026-11-09
Odyssey Capital Advisors, Inc.
INCREASED
Shares21,991 from 21,082
Change+909 (+4%)
Value$3.7M (+$358.8K)
Filed 2026-10-26
New Wave Wealth Advisors LLC
DECREASED
Shares21,940 from 24,158
Change-2,218 (-9%)
Value$3.7M (-$110.6K)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares21,894 from 23,094
Change-1,200 (-5%)
Value$3.7M (+$92.3K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares21,730 from 21,312
Change+418 (+2%)
Value$3.7M (+$163.7K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED
Shares21,704 from 20,408
Change+1,296 (+6%)
Value$3.7M (+$417.5K)
Filed 2026-10-30
Butensky & Cohen Financial Security, Inc
DECREASED
Shares21,434 from 21,568
Change-134 (-1%)
Value$3.6M (+$187.9K)
Filed 2026-10-13
Marion Wealth Management
INCREASED
Shares21,430 from 21,151
Change+279 (+1%)
Value$3.6M (+$253.5K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares21,422 from 26,202
Change-4,780 (-18%)
Value$3.6M (-$549.2K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares21,408 from 20,103
Change+1,305 (+6%)
Value$3.6M (+$416.0K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares21,349 from 15,310
Change+6,039 (+39%)
Value$3.6M (+$1.2M)
Filed 2026-11-03
MSH Capital Advisors LLC
DECREASED
Shares21,303 from 25,780
Change-4,477 (-17%)
Value$3.6M (-$502.3K)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares21,224 from 22,157
Change-933 (-4%)
Value$3.6M (+$59.1K)
Filed 2026-10-30
Geneos Wealth Management Inc.
INCREASED
Shares21,148 from 8,269
Change+12,879 (+156%)
Value$3.6M (+$2.2M)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares21,126 from 20,937
Change+189 (+1%)
Value$3.6M (+$236.3K)
Filed 2026-10-23
Canton Hathaway, LLC
INCREASED
Shares21,105 from 20,246
Change+859 (+4%)
Value$3.6M (+$342.3K)
Filed 2026-10-23
Channel Wealth LLC
INCREASED
Shares21,075 from 17,878
Change+3,197 (+18%)
Value$3.5M (+$712.9K)
Filed 2026-11-06
First Horizon Corp
UNCHANGED
Shares21,016 from 21,016
Change0 (0%)
Value$3.5M (+$205.1K)
Filed 2026-10-26
Clark Financial Services Group Inc
INCREASED
Shares20,985 from 20,521
Change+464 (+2%)
Value$3.5M (+$278.4K)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares20,942 from 21,252
Change-310 (-1%)
Value$3.5M (+$155.2K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
INCREASED
Shares20,669 from 11,270
Change+9,399 (+83%)
Value$3.5M (+$1.7M)
Filed 2026-11-02
Connecticut Wealth Management, LLC
DECREASED
Shares20,655 from 23,669
Change-3,014 (-13%)
Value$3.5M (-$276.6K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares20,646 from 20,430
Change+216 (+1%)
Value$3.5M (+$235.8K)
Filed 2026-10-20
Stegent Equity Advisors, Inc.
INCREASED
Shares20,622 from 16,644
Change+3,978 (+24%)
Value$3.5M (+$832.4K)
Filed 2026-10-13
CWC Advisors, Llc.
DECREASED
Shares20,618 from 20,702
Change-84 (0%)
Value$3.5M (+$187.9K)
Filed 2026-10-15
NTV Asset Management LLC
DECREASED
Shares20,615 from 20,845
Change-230 (-1%)
Value$3.5M (+$164.8K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares20,558 from 19,682
Change+876 (+4%)
Value$3.5M (+$339.8K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares20,253 from 20,932
Change-679 (-3%)
Value$3.4K (-$3.3M)
Filed 2026-10-14
Boltwood Capital Management
DECREASED
Shares20,147 from 20,178
Change-31 (0%)
Value$3.4M (+$191.7K)
Filed 2026-10-02
Harrell Investment Partners, LLC
INCREASED
Shares20,133 from 19,832
Change+301 (+2%)
Value$3.4M (+$244.2K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares20,082 from 20,004
Change+78 (+0%)
Value$3.4M (+$208.4K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares20,021 from 19,041
Change+980 (+5%)
Value$3.3M (+$289.7K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares19,921 from 24,632
Change-4,711 (-19%)
Value$3.4M (-$553.0K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares19,882 from 19,464
Change+418 (+2%)
Value$3.3M (+$260.4K)
Filed 2026-10-15
Juno Financial Group LLC
INCREASED
Shares19,881 from 19,848
Change+33 (+0%)
Value$3.3M (+$199.3K)
Filed 2026-10-27
Bessemer Group Inc
DECREASED
Shares19,830 from 20,362
Change-532 (-3%)
Value$3.3K (-$3.2M)
Filed 2026-11-09
Leuthold Group, LLC
DECREASED
Shares19,794 from 20,834
Change-1,040 (-5%)
Value$3.3M (+$28.2K)
Filed 2026-11-04
CMG Global Holdings, LLC
INCREASED
Shares19,786 from 19,412
Change+374 (+2%)
Value$3.3M (+$252.4K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares19,772 from 19,556
Change+216 (+1%)
Value$3.3M (+$227.3K)
Filed 2026-10-22
Associated Banc-Corp
INCREASED
Shares19,768 from 19,231
Change+537 (+3%)
Value$3.3M (+$278.1K)
Filed 2026-10-30
Pittenger & Anderson Inc
INCREASED
Shares19,655 from 1,090
Change+18,565 (+1703%)
Value$3.3M (+$3.1M)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
INCREASED
Shares19,487 from 11,809
Change+7,678 (+65%)
Value$3.3M (+$1.4M)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares19,482 from 20,971
Change-1,489 (-7%)
Value$3.3M (-$46.0K)
Filed 2026-11-04
Weil Company, Inc.
INCREASED
Shares19,411 from 19,127
Change+284 (+1%)
Value$3.3M (+$234.6K)
Filed 2026-10-14
Luminist Capital LLC
INCREASED
Shares19,400 from 7,387
Change+12,013 (+163%)
Value$3.3M (+$2.1M)
Filed 2026-11-10
Wealthcare Advisory Partners LLC
INCREASED
Shares19,248 from 17,958
Change+1,290 (+7%)
Value$3.2M (+$392.6K)
Filed 2026-10-21
Rockingstone Advisors LLC
DECREASED
Shares19,237 from 19,305
Change-68 (0%)
Value$3.2M (+$177.0K)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
INCREASED
Shares19,150 from 16,012
Change+3,138 (+20%)
Value$3.2M (+$685.6K)
Filed 2026-11-09
Darwin Wealth Management, LLC
DECREASED
Shares19,010 from 26,069
Change-7,059 (-27%)
Value$3.2M (-$934.6K)
Filed 2026-11-09
Quattro Financial Advisors LLC
UNCHANGED
Shares19,003 from 19,003
Change0 (0%)
Value$3.2M (+$185.5K)
Filed 2026-10-15
Cypress Capital Group
INCREASED
Shares18,927 from 13,853
Change+5,074 (+37%)
Value$3.2M (+$989.8K)
Filed 2026-11-03
Future Financial Wealth Managment LLC
DECREASED
Shares18,660 from 18,833
Change-173 (-1%)
Value$3.1M (+$102.4K)
Filed 2026-10-15
MontVue Capital Management, Inc.
DECREASED
Shares18,535 from 19,325
Change-790 (-4%)
Value$3.1M (+$55.6K)
Filed 2026-10-19
McGuire Investment Group, LLC
INCREASED
Shares18,419 from 18,400
Change+19 (+0%)
Value$3.1M (+$182.8K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares18,364 from 3,022
Change+15,342 (+508%)
Value$3.1M (+$2.6M)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares18,351 from 19,290
Change-939 (-5%)
Value$3.1M (+$30.1K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares18,317 from 18,829
Change-512 (-3%)
Value$3.1M (+$97.5K)
Filed 2026-10-13
Aventus Investment Advisors, Inc.
INCREASED
Shares18,009 from 16,513
Change+1,496 (+9%)
Value$3.0M (+$413.1K)
Filed 2026-10-09
Highland Capital Management, LLC
DECREASED
Shares17,844 from 17,882
Change-38 (0%)
Value$3.0M (+$168.1K)
Filed 2026-10-26
Hartford Financial Management Inc.
INCREASED
Shares17,712 from 16,460
Change+1,252 (+8%)
Value$3.0M (+$371.6K)
Filed 2026-10-21
Centennial Bank
INCREASED
Shares17,655 from 16,068
Change+1,587 (+10%)
Value$3.0M (+$424.1K)
Filed 2026-11-09
Moulton Wealth Management, Inc
DECREASED
Shares17,636 from 17,682
Change-46 (0%)
Value$2.9M (+$116.8K)
Filed 2026-10-13
Surience Private Wealth LLC
DECREASED
Shares17,628 from 33,514
Change-15,886 (-47%)
Value$3.0M (-$2.3M)
Filed 2026-10-16
Chesapeake Wealth Management
DECREASED
Shares17,604 from 19,061
Change-1,457 (-8%)
Value$3.0M (-$59.4K)
Filed 2026-11-09
AlTi Global, Inc.
INCREASED
Shares17,487 from 16,532
Change+955 (+6%)
Value$2.9M (+$322.2K)
Filed 2026-11-09
Meridian Investment Counsel Inc.
DECREASED
Shares17,475 from 18,205
Change-730 (-4%)
Value$2.9M (+$54.8K)
Filed 2026-10-14
ARS Investment Partners, LLC
INCREASED
Shares17,386 from 17,107
Change+279 (+2%)
Value$2.9M (+$214.0K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares17,325 from 17,685
Change-360 (-2%)
Value$2.9K (-$2.8M)
Filed 2026-10-22
Financial Discovery Group Inc
DECREASED
Shares17,098 from 18,508
Change-1,410 (-8%)
Value$2.9M (-$56.8K)
Filed 2026-11-03
Cushing Capital Partners, LLC
DECREASED
Shares16,979 from 19,808
Change-2,829 (-14%)
Value$2.9M (-$283.1K)
Filed 2026-10-20
Miramontes Capital, LLC
INCREASED
Shares16,937 from 13,713
Change+3,224 (+24%)
Value$2.9M (+$676.8K)
Filed 2026-10-19
Belpointe Asset Management LLC
DECREASED
Shares16,849 from 21,971
Change-5,122 (-23%)
Value$2.8M (-$648.2K)
Filed 2026-11-09
Crestwood Advisors Group, LLC
DECREASED
Shares16,780 from 17,096
Change-316 (-2%)
Value$2.8M (+$113.7K)
Filed 2026-10-27
CFC Planning Co LLC
NEW
Shares16,756
Change+16,756
Value$2.8M
Filed 2026-10-28
Milestone Asset Management, LLC
INCREASED
Shares16,698 from 7,456
Change+9,242 (+124%)
Value$2.8M (+$1.6M)
Filed 2026-10-15
Weatherly Asset Management L. P.
DECREASED
Shares16,101 from 16,251
Change-150 (-1%)
Value$2.7M (+$133.3K)
Filed 2026-10-20
Flagship Capital Management Inc.
INCREASED
Shares16,076 from 15,996
Change+80 (+1%)
Value$2.7M (+$169.6K)
Filed 2026-10-20
Columbus Macro, LLC
DECREASED
Shares15,950 from 16,431
Change-481 (-3%)
Value$2.7M (+$79.3K)
Filed 2026-10-14
Salem Investment Counselors Inc
UNCHANGED
Shares15,869 from 15,869
Change0 (0%)
Value$2.7M (+$154.9K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares15,863 from 3,023
Change+12,840 (+425%)
Value$2.7K (+$2.2K)
Filed 2026-10-02
Cornerstone National Bank & Trust Co
DECREASED
Shares15,606 from 15,706
Change-100 (-1%)
Value$2.6M (+$88.0K)
Filed 2026-10-20
Wall Capital Group, Inc.
INCREASED
Shares15,546 from 14,448
Change+1,098 (+8%)
Value$2.6M (+$326.0K)
Filed 2026-10-14
Kanawha Capital Management LLC
INCREASED
Shares15,380 from 15,208
Change+172 (+1%)
Value$2.6M (+$177.4K)
Filed 2026-10-19
Colony Family Offices, LLC
UNCHANGED
Shares15,318 from 15,318
Change0 (0%)
Value$2.6M (+$149.5K)
Filed 2026-10-22
Realta Investment Advisors
DECREASED
Shares15,141 from 15,390
Change-249 (-2%)
Value$2.6M (+$108.3K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares15,054 from 7,115
Change+7,939 (+112%)
Value$2.5M (+$1.4M)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares14,862 from 15,238
Change-376 (-2%)
Value$2.5M (+$85.4K)
Filed 2026-10-28
Hofer & Associates. Inc
NEW
Shares14,857
Change+14,857
Value$2.5M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares14,857 from 13,667
Change+1,190 (+9%)
Value$2.5M (+$333.7K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
INCREASED
Shares14,843 from 5,867
Change+8,976 (+153%)
Value$2.7M (+$1.8M)
Filed 2026-11-09
Fairvoy Private Wealth, LLC
DECREASED
Shares14,771 from 15,482
Change-711 (-5%)
Value$2.5M (+$31.5K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
DECREASED
Shares14,737 from 17,528
Change-2,791 (-16%)
Value$2.5M (-$298.9K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares14,690 from 14,450
Change+240 (+2%)
Value$2.5M (+$181.5K)
Filed 2026-10-13
EPG Wealth Management LLC
DECREASED
Shares14,544 from 15,760
Change-1,216 (-8%)
Value$2.4M (-$51.0K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares14,543 from 15,169
Change-626 (-4%)
Value$2.4M (+$42.6K)
Filed 2026-10-30
Pettinga Financial Advisors LLC
DECREASED
Shares14,533 from 21,894
Change-7,361 (-34%)
Value$2.4M (-$1.0M)
Filed 2026-10-13
Chemistry Wealth Management LLC
INCREASED
Shares14,494 from 14,490
Change+4 (+0%)
Value$2.4M (+$142.1K)
Filed 2026-10-16
Trust Co
DECREASED
Shares14,461 from 15,602
Change-1,141 (-7%)
Value$2.4M (-$39.9K)
Filed 2026-10-09
Windsor Capital Management, LLC
DECREASED
Shares14,353 from 14,690
Change-337 (-2%)
Value$2.4M (+$86.7K)
Filed 2026-10-13
Narus Financial Partners, LLC
INCREASED
Shares14,345 from 13,498
Change+847 (+6%)
Value$2.4M (+$274.4K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,288 from 12,048
Change+2,240 (+19%)
Value$2.4M (+$494.9K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
INCREASED
Shares14,072 from 14,070
Change+2 (+0%)
Value$2.4M (+$137.7K)
Filed 2026-10-20
United Asset Strategies, Inc.
DECREASED
Shares14,063 from 15,912
Change-1,849 (-12%)
Value$2.4M (-$156.2K)
Filed 2026-10-28
Advisor Resource Council
INCREASED
Shares14,021 from 7,816
Change+6,205 (+79%)
Value$2.3M (+$1.1M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares13,968 from 10,355
Change+3,613 (+35%)
Value$2.4M (+$709.6K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
INCREASED
Shares13,946 from 1,398
Change+12,548 (+898%)
Value$2.3M (+$2.1M)
Filed 2026-11-03
Clarus Wealth Advisors
INCREASED
Shares13,853 from 13,315
Change+538 (+4%)
Value$2.4M (+$205.2K)
Filed 2026-10-13
Capital Investment Counsel, Inc
INCREASED
Shares13,781 from 13,767
Change+14 (+0%)
Value$2.3M (+$136.7K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares13,660 from 13,660
Change0 (0%)
Value$2.3M (+$133.3K)
Filed 2026-10-26
Hansen & Associates Financial Group, Inc.
DECREASED
Shares13,655 from 14,730
Change-1,075 (-7%)
Value$2.3M (-$89.5K)
Filed 2026-11-09
Ball & Co Wealth Management Inc.
DECREASED
Shares13,624 from 15,235
Change-1,611 (-11%)
Value$2.3M (-$122.3K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares13,519 from 14,846
Change-1,327 (-9%)
Value$2.3M (-$78.6K)
Filed 2026-10-22
Activest Wealth Management
INCREASED
Shares13,392 from 13,317
Change+75 (+1%)
Value$2.3M (+$142.6K)
Filed 2026-10-15
Verus Capital Partners, LLC
DECREASED
Shares13,182 from 23,172
Change-9,990 (-43%)
Value$2.2M (-$1.5M)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares13,148 from 10,370
Change+2,778 (+27%)
Value$2.2M (+$569.1K)
Filed 2026-11-06
Advisor OS, LLC
INCREASED
Shares13,088 from 1,315
Change+11,773 (+895%)
Value$2.2M (+$2.0M)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares13,023 from 13,070
Change-47 (0%)
Value$2.2M (+$119.5K)
Filed 2026-11-05
Royal Harbor Partners, LLC
INCREASED
Shares12,972 from 12,566
Change+406 (+3%)
Value$2.2M (+$191.0K)
Filed 2026-10-29
Uptick Partners, LLC
INCREASED
Shares12,784 from 11,959
Change+825 (+7%)
Value$2.2M (+$255.7K)
Filed 2026-11-04
Redwood Financial Network Corp
INCREASED
Shares12,690 from 12,037
Change+653 (+5%)
Value$2.1M (+$227.5K)
Filed 2026-11-03
Helium Advisors LLC
INCREASED
Shares12,648 from 12,497
Change+151 (+1%)
Value$2.1M (+$147.4K)
Filed 2026-10-23
Duncker Streett & Co Inc
INCREASED
Shares12,630 from 9,860
Change+2,770 (+28%)
Value$2.1M (+$562.8K)
Filed 2026-10-27
Central Bank & Trust Co
DECREASED
Shares12,548 from 13,084
Change-536 (-4%)
Value$2.1M (+$37.4K)
Filed 2026-10-09
Matthew Goff Investment Advisor, LLC
INCREASED
Shares12,509 from 12,486
Change+23 (+0%)
Value$2.1M (+$125.7K)
Filed 2026-10-13
MV Capital Management, Inc.
DECREASED
Shares12,466 from 12,966
Change-500 (-4%)
Value$2.1M (+$42.2K)
Filed 2026-10-29
Advisors Management Group Inc
DECREASED
Shares12,427 from 12,700
Change-273 (-2%)
Value$2.1K (-$2.0M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares12,411 from 12,298
Change+113 (+1%)
Value$2.1M (+$139.0K)
Filed 2026-10-29
WP Advisors, LLC
INCREASED
Shares12,404 from 11,598
Change+806 (+7%)
Value$2.1M (+$249.1K)
Filed 2026-10-22
SMI Advisory Services, LLC
DECREASED
Shares12,391 from 16,450
Change-4,059 (-25%)
Value$2.1M (-$547.7K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED
Shares12,328 from 12,328
Change0 (0%)
Value$2.1M (+$120.4K)
Filed 2026-10-21
Scheeler Financial LLC
NEW
Shares12,309
Change+12,309
Value$2.1M
Filed 2026-10-13
Argent Trust Co
INCREASED
Shares12,230 from 12,173
Change+57 (+0%)
Value$2.1M (+$128.4K)
Filed 2026-11-09
Midwest Financial Group LLC
INCREASED
Shares12,212 from 11,567
Change+645 (+6%)
Value$2.1M (+$221.5K)
Filed 2026-10-15
Montecito Bank & Trust
INCREASED
Shares12,086 from 11,866
Change+220 (+2%)
Value$2.0M (+$152.9K)
Filed 2026-10-01
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares12,059 from 12,175
Change-116 (-1%)
Value$2.0M (+$99.3K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares12,045 from 12,811
Change-766 (-6%)
Value$2.0M (-$4.0K)
Filed 2026-10-23
Edgestream Partners, L.P.
INCREASED
Shares12,034 from 1,418
Change+10,616 (+749%)
Value$2.0M (+$1.8M)
Filed 2026-11-10
Wespac Advisors, LLC
INCREASED
Shares11,901 from 4,299
Change+7,602 (+177%)
Value$2.0M (+$1.3M)
Filed 2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED
Shares11,787 from 12,115
Change-328 (-3%)
Value$2.0M (+$63.0K)
Filed 2026-11-03
Lmcg Investments, LLC
DECREASED
Shares11,595 from 11,982
Change-387 (-3%)
Value$2.0M (+$51.8K)
Filed 2026-10-21
Rockland Trust Co
DECREASED
Shares11,537 from 19,304
Change-7,767 (-40%)
Value$1.9M (-$1.1M)
Filed 2026-10-05
Worth Asset Management, LLC
INCREASED
Shares11,419 from 10,691
Change+728 (+7%)
Value$1.9M (+$227.0K)
Filed 2026-10-07
Univest Financial Corp
DECREASED
Shares11,404 from 14,671
Change-3,267 (-22%)
Value$1.9M (-$407.0K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares11,365 from 11,497
Change-132 (-1%)
Value$1.9M (+$89.9K)
Filed 2026-11-06
Ramiah Investment Group
NEW
Shares11,282
Change+11,282
Value$1.9M
Filed 2026-10-20
Curat Global, LLC
DECREASED
Shares11,216 from 11,478
Change-262 (-2%)
Value$1.9M (+$79.1K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares11,159 from 32,730
Change-21,571 (-66%)
Value$1.9M (-$3.3M)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares11,117 from 6,353
Change+4,764 (+75%)
Value$1.9M (+$864.3K)
Filed 2026-10-14
Transcendent Capital Group LLC
NEW
Shares10,953
Change+10,953
Value$1.8M
Filed 2026-10-28
Thrive Capital Management, LLC
INCREASED
Shares10,900 from 6,386
Change+4,514 (+71%)
Value$1.8M (+$822.6K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares10,740 from 41,392
Change-30,652 (-74%)
Value$1.8M (-$4.8M)
Filed 2026-11-05
Point Windward Advisors Inc.
INCREASED
Shares10,633 from 10,618
Change+15 (+0%)
Value$1.8M (+$106.2K)
Filed 2026-11-06
Global View Capital Management LLC
INCREASED
Shares10,629 from 7,412
Change+3,217 (+43%)
Value$1.8M (+$614.1K)
Filed 2026-10-28
Comprehensive Wealth Management, LLC
DECREASED
Shares10,423 from 11,475
Change-1,052 (-9%)
Value$1.8M (-$65.1K)
Filed 2026-11-02
Tidemark, LLC
DECREASED
Shares10,404 from 11,307
Change-903 (-8%)
Value$1.8M (-$41.7K)
Filed 2026-11-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,369 from 7,305
Change+3,064 (+42%)
Value$1.7M (+$572.0K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares10,273 from 11,119
Change-846 (-8%)
Value$1.7M (-$34.0K)
Filed 2026-10-23
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares10,251 from 10,379
Change-128 (-1%)
Value$1.7M (+$79.7K)
Filed 2026-11-02
LVM Capital Management LTD
DECREASED
Shares10,238 from 10,321
Change-83 (-1%)
Value$1.7M (+$1.7M)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares10,198 from 9,056
Change+1,142 (+13%)
Value$1.7M (+$280.6K)
Filed 2026-10-21
Crew Capital Management, Ltd
DECREASED
Shares10,159 from 30,619
Change-20,460 (-67%)
Value$1.7M (-$3.1M)
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares10,123 from 9,835
Change+288 (+3%)
Value$1.7M (+$144.5K)
Filed 2026-10-19
Fulcrum Equity Management
INCREASED
Shares10,101 from 7,846
Change+2,255 (+29%)
Value$1.7M (+$456.4K)
Filed 2026-10-21
Lavelle Capital LP
UNCHANGED
Shares10,088 from 10,088
Change0 (0%)
Value$1.7M (+$98.5K)
Filed 2026-11-03
Turn8 Private Wealth Inc.
NEW
Shares10,000
Change+10,000
Value$1.7M
Filed 2026-11-05
FSA Investment Group, LLC
NEW
Shares9,961
Change+9,961
Value$1.7M
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares9,916
Change+9,916
Value$1.7M
Filed 2026-11-03
1834 Investment Advisors Co
INCREASED
Shares9,905 from 9,590
Change+315 (+3%)
Value$1.7M (+$146.7K)
Filed 2026-10-16
Strategic Equity Management
NEW
Shares9,890
Change+9,890
Value$1.7M
Filed 2026-11-04
Nixon Peabody Trust Co
UNCHANGED
Shares9,880 from 9,880
Change0 (0%)
Value$1.7M (+$96.4K)
Filed 2026-10-23
Legacy Advisors, LLC
DECREASED
Shares9,875 from 12,841
Change-2,966 (-23%)
Value$1.7M (-$374.3K)
Filed 2026-10-19
Avior Wealth Management, LLC
INCREASED
Shares9,726 from 7,937
Change+1,789 (+23%)
Value$1.6M (+$378.7K)
Filed 2026-10-13
Paragon Capital Management Inc
DECREASED
Shares9,694 from 10,332
Change-638 (-6%)
Value$1.6M (-$6.6K)
Filed 2026-10-15
4Wealth Advisors, Inc.
INCREASED
Shares9,666 from 9,142
Change+524 (+6%)
Value$1.7M (+$180.9K)
Filed 2026-10-13
Atlatl Advisers LLC
DECREASED
Shares9,645 from 14,012
Change-4,367 (-31%)
Value$1.6M (-$598.7K)
Filed 2026-10-22
Roman Butler Fullerton & Co
INCREASED
Shares9,645 from 9,094
Change+551 (+6%)
Value$1.7M (+$226.5K)
Filed 2026-10-27
Stapp Wealth Management, Pllc
NEW
Shares9,638
Change+9,638
Value$1.6M
Filed 2026-10-15
Macroview Investment Management LLC
DECREASED
Shares9,604 from 9,808
Change-204 (-2%)
Value$1.6M (+$61.3K)
Filed 2026-10-26
Plimoth Trust Co LLC
INCREASED
Shares9,555 from 9,237
Change+318 (+3%)
Value$1.6M (+$143.7K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
DECREASED
Shares9,527 from 9,552
Change-25 (0%)
Value$1.6M (+$88.9K)
Filed 2026-10-26
Diversify Advisory Services, LLC
DECREASED
Shares9,519 from 169,666
Change-160,147 (-94%)
Value$1.7M (-$26.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares9,519 from 169,666
Change-160,147 (-94%)
Value$1.7M (-$26.0M)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares9,503 from 9,387
Change+116 (+1%)
Value$1.6M (+$111.2K)
Filed 2026-11-02
Global Financial Private Client, LLC
INCREASED
Shares9,469 from 9,369
Change+100 (+1%)
Value$1.6M (+$108.3K)
Filed 2026-10-15
PW Nova Financial Services LLC
INCREASED
Shares9,456 from 1,538
Change+7,918 (+515%)
Value$1.6M (+$1.3M)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED
Shares9,452 from 9,267
Change+185 (+2%)
Value$1.6M (+$121.7K)
Filed 2026-11-03
Roberts Wealth Advisors, LLC
DECREASED
Shares9,371 from 9,789
Change-418 (-4%)
Value$1.6M (+$25.2K)
Filed 2026-10-14
Sage Capital Management, LLC
INCREASED
Shares9,326 from 6,857
Change+2,469 (+36%)
Value$1.6M (+$483.6K)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares9,308 from 9,308
Change0 (0%)
Value$1.6M (+$90.8K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares9,290 from 9,745
Change-455 (-5%)
Value$1.6M (+$18.5K)
Filed 2026-11-03
Financial & Tax Architects, LLC
INCREASED
Shares9,248 from 8,342
Change+906 (+11%)
Value$1.6M (+$233.9K)
Filed 2026-10-15
Capitol Family Office, Inc.
INCREASED
Shares9,216 from 532
Change+8,684 (+1632%)
Value$1.6M (+$1.5M)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares9,214 from 9,224
Change-10 (0%)
Value$1.6M (+$88.3K)
Filed 2026-10-28
Hudock, Inc.
DECREASED
Shares9,164 from 9,750
Change-586 (-6%)
Value$1.5M (-$3.5K)
Filed 2026-10-14
Adamsbrown Wealth Consultants LLC
DECREASED
Shares9,119 from 9,208
Change-89 (-1%)
Value$1.5M (+$75.0K)
Filed 2026-10-20
Karnit Road Accident Victims Compensation Fund
INCREASED
Shares8,992 from 3,962
Change+5,030 (+127%)
Value$1.5M (+$885.8K)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares8,962 from 10,239
Change-1,277 (-12%)
Value$1.5M (-$143.9K)
Filed 2026-11-02
Wall Street Financial Group, Inc.
DECREASED
Shares8,936 from 8,993
Change-57 (-1%)
Value$1.5M (+$78.1K)
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares8,900 from 8,443
Change+457 (+5%)
Value$1.5M (+$159.3K)
Filed 2026-11-02
Asset Allocation Strategies LLC
DECREASED
Shares8,853 from 11,804
Change-2,951 (-25%)
Value$1.5M (-$381.8K)
Filed 2026-10-20
Purus Wealth Management, LLC
DECREASED
Shares8,847 from 9,843
Change-996 (-10%)
Value$1.5M (-$71.8K)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares8,839 from 5,293
Change+3,546 (+67%)
Value$1.5M (+$649.1K)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares8,818 from 10,172
Change-1,354 (-13%)
Value$1.5M (-$80.0K)
Filed 2026-10-15
Crumly & Associates Inc.
INCREASED
Shares8,801 from 8,741
Change+60 (+1%)
Value$1.5M (+$95.4K)
Filed 2026-10-07
Providence First Trust Co
INCREASED
Shares8,710 from 6,571
Change+2,139 (+33%)
Value$1.5M (+$424.4K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares8,664 from 9,193
Change-529 (-6%)
Value$1.5M (+$669)
Filed 2026-11-05
Arrien Investments, Inc.
NEW
Shares8,661
Change+8,661
Value$1.5M
Filed 2026-10-30
Pictet North America Advisors SA
DECREASED
Shares8,630 from 9,054
Change-424 (-5%)
Value$1.5M (+$17.0K)
Filed 2026-10-21
Advisory Solutions Group, LLC
INCREASED
Shares8,624 from 3,174
Change+5,450 (+172%)
Value$1.5M (+$948.9K)
Filed 2026-10-14
Toews Corp
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$1.4M (+$83.9K)
Filed 2026-11-09
Heartwood Wealth Advisors LLC
INCREASED
Shares8,555 from 8,514
Change+41 (+0%)
Value$1.4M (+$90.0K)
Filed 2026-10-05
Omni 360 Wealth, Inc.
INCREASED
Shares8,455 from 7,625
Change+830 (+11%)
Value$1.4M (+$214.2K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares8,388 from 7,944
Change+444 (+6%)
Value$1.4M (+$152.2K)
Filed 2026-10-26
Birinyi Associates Inc
INCREASED
Shares8,331 from 8,165
Change+166 (+2%)
Value$1.4K (-$1.3M)
Filed 2026-10-28
Cresta Advisors, Ltd.
DECREASED
Shares8,233 from 21,929
Change-13,696 (-62%)
Value$1.4M (-$2.1M)
Filed 2026-10-14
Symmetry Partners, LLC
NEW
Shares8,221
Change+8,221
Value$1.4M
Filed 2026-10-27
Stackstone Wealth, LLC
NEW
Shares8,216
Change+8,216
Value$1.4M
Filed 2026-10-19
Fell Capital Management
DECREASED
Shares8,185 from 8,335
Change-150 (-2%)
Value$1.4M (+$56.1K)
Filed 2026-10-09
Magnolia Capital Management LTD
DECREASED
Shares8,175 from 8,305
Change-130 (-2%)
Value$1.4K (+$59)
Filed 2026-10-09
NBT Bank, N.A.
INCREASED
Shares8,150 from 7,593
Change+557 (+7%)
Value$1.4M (+$167.8K)
Filed 2026-10-21
Madrona Financial Services, LLC
NEW
Shares8,038
Change+8,038
Value$1.4M
Filed 2026-10-23
WealthPLAN Partners, LLC
DECREASED
Shares8,007 from 15,770
Change-7,763 (-49%)
Value$1.3M (-$1.2M)
Filed 2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED
Shares8,005 from 8,976
Change-971 (-11%)
Value$1.3M (-$76.0K)
Filed 2026-10-23
Smith Salley Wealth Management
DECREASED
Shares8,002 from 8,744
Change-742 (-8%)
Value$1.3M (-$39.6K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares7,944
Change+7,944
Value$1.3M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares7,944 from 8,630
Change-686 (-8%)
Value$1.3M (-$31.3K)
Filed 2026-10-14
Objective Capital Management, LLC
INCREASED
Shares7,887 from 7,882
Change+5 (+0%)
Value$1.3M (+$77.7K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares7,876 from 7,874
Change+2 (+0%)
Value$1.3M (+$77.1K)
Filed 2026-10-21
Sentinel Trust Co LBA
DECREASED
Shares7,841 from 8,366
Change-525 (-6%)
Value$1.3K (-$6)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares7,836 from 7,827
Change+9 (+0%)
Value$1.4M (+$161.6K)
Filed 2026-10-26
Everest Financial Group LLC
DECREASED
Shares7,816 from 7,991
Change-175 (-2%)
Value$1.3M (+$48.4K)
Filed 2026-11-06
Platform Technology Partners
DECREASED
Shares7,806 from 7,819
Change-13 (0%)
Value$1.3M (+$74.0K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares7,805 from 5,953
Change+1,852 (+31%)
Value$1.3M (+$370.1K)
Filed 2026-11-09
WMS Group LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$1.3M (+$76.1K)
Filed 2026-11-06
Financial Partners Group, Inc
INCREASED
Shares7,681 from 6,208
Change+1,473 (+24%)
Value$1.3M (+$308.7K)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares7,657 from 7,356
Change+301 (+4%)
Value$1.3M (+$122.4K)
Filed 2026-10-22
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares7,593 from 10,915
Change-3,322 (-30%)
Value$1.2M (-$498.8K)
Filed 2026-10-14
Flagstar Securities, Inc
INCREASED
Shares7,592 from 7,288
Change+304 (+4%)
Value$1.3M (+$122.2K)
Filed 2026-10-15
Nuveen, LLC
INCREASED
Shares7,499 from 4,697
Change+2,802 (+60%)
Value$1.3M (+$535.1K)
Filed 2026-11-10
Atticus Wealth Management, LLC
DECREASED
Shares7,499 from 8,125
Change-626 (-8%)
Value$1.3M (-$26.2K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares7,494 from 7,648
Change-154 (-2%)
Value$1.3M (+$48.7K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares7,461 from 3,162
Change+4,299 (+136%)
Value$1.3M (+$754.9K)
Filed 2026-10-28
S&A Financial Services, Inc.
INCREASED
Shares7,460 from 7,395
Change+65 (+1%)
Value$1.3M (+$83.1K)
Filed 2026-11-03
Cornerstone Enterprises, LLC
NEW
Shares7,441
Change+7,441
Value$1.3M
Filed 2026-10-15
Dodds Wealth, LLC
INCREASED
Shares7,417 from 7,389
Change+28 (+0%)
Value$1.2M (+$76.8K)
Filed 2026-11-02
Investment Management Trust, LLC
NEW
Shares7,415
Change+7,415
Value$1.2M
Filed 2026-11-05
Birchbrook, Inc.
DECREASED
Shares7,370 from 7,526
Change-156 (-2%)
Value$1.2M (+$47.2K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares7,210 from 5,451
Change+1,759 (+32%)
Value$1.2M (+$349.4K)
Filed 2026-10-20
Blue Capital, Inc.
NEW
Shares7,160
Change+7,160
Value$1.2M
Filed 2026-10-13
Florida Financial Advisors, LLC
INCREASED
Shares7,097 from 5,488
Change+1,609 (+29%)
Value$1.2M (+$324.4K)
Filed 2026-11-09
Stone Wealth Partners
INCREASED
Shares7,092 from 3,097
Change+3,995 (+129%)
Value$1.2M (+$711.1K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares7,022 from 4,199
Change+2,823 (+67%)
Value$1.2M (+$516.5K)
Filed 2026-10-22
Delta Capital Management LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.2K (+$68)
Filed 2026-10-16
Contravisory Investment Management, Inc.
INCREASED
Shares6,985 from 6,914
Change+71 (+1%)
Value$1.2M (+$79.4K)
Filed 2026-10-13
Mezzasalma Advisors, LLC
DECREASED
Shares6,984 from 7,098
Change-114 (-2%)
Value$1.2M (+$50.0K)
Filed 2026-10-14
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares6,952 from 6,952
Change0 (0%)
Value$1.2M (+$67.9K)
Filed 2026-10-16
Flavin Financial Services, Inc.
INCREASED
Shares6,912 from 1,490
Change+5,422 (+364%)
Value$1.2M (+$927.7K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
INCREASED
Shares6,858 from 3,744
Change+3,114 (+83%)
Value$1.2M (+$561.0K)
Filed 2026-11-02
Marco Investment Management LLC
UNCHANGED
Shares6,852 from 6,852
Change0 (0%)
Value$1.2M (+$66.9K)
Filed 2026-11-09
Asset One Wealth Management LLC
DECREASED
Shares6,827 from 6,868
Change-41 (-1%)
Value$1.1M (+$62.7K)
Filed 2026-11-02
Flywheel Private Wealth LLC
DECREASED
Shares6,808 from 7,462
Change-654 (-9%)
Value$1.1M (-$37.3K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares6,786 from 6,564
Change+222 (+3%)
Value$1.1M (+$101.5K)
Filed 2026-10-14
Milestones Private Investment Advisors LLC
INCREASED
Shares6,780 from 6,624
Change+156 (+2%)
Value$1.1M (+$90.9K)
Filed 2026-10-19
ATX Financial Planning, LLC
INCREASED
Shares6,709 from 3,092
Change+3,617 (+117%)
Value$1.1M (+$639.4K)
Filed 2026-10-14
MKT Advisors LLC
INCREASED
Shares6,704 from 6,561
Change+143 (+2%)
Value$1.1M (+$48.4K)
Filed 2026-10-20
Pines Wealth Management, LLC
INCREASED
Shares6,627 from 6,257
Change+370 (+6%)
Value$1.1M (+$123.4K)
Filed 2026-10-21
MMA Asset Management LLC
DECREASED
Shares6,618 from 6,774
Change-156 (-2%)
Value$1.1M (+$39.8K)
Filed 2026-11-02
Cypress Capital Management LLC (WY)
UNCHANGED
Shares6,612 from 6,612
Change0 (0%)
Value$1.1M (+$64.5K)
Filed 2026-11-09
Personal CFO Solutions, LLC
INCREASED
Shares6,582 from 5,975
Change+607 (+10%)
Value$1.1M (+$160.5K)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares6,553 from 7,100
Change-547 (-8%)
Value$1.2M (+$46.3K)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares6,534
Change+6,534
Value$1.1M
Filed 2026-10-20
Ipsen Advisor Group LLC
DECREASED
Shares6,534 from 7,823
Change-1,289 (-16%)
Value$1.1M (-$140.8K)
Filed 2026-10-29
First Citizens Financial Corp
INCREASED
Shares6,533 from 6,410
Change+123 (+2%)
Value$1.1M (+$83.3K)
Filed 2026-10-02
Carret Asset Management, LLC
DECREASED
Shares6,514 from 6,585
Change-71 (-1%)
Value$1.1M (+$52.3K)
Filed 2026-11-04
E&G Advisors, LLC
DECREASED
Shares6,480 from 6,780
Change-300 (-4%)
Value$1.1M (+$15.6K)
Filed 2026-10-13
Wesbanco Bank Inc
INCREASED
Shares6,457 from 6,101
Change+356 (+6%)
Value$1.1M (+$119.5K)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares6,447 from 5,538
Change+909 (+16%)
Value$1.1M (+$207.1K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares6,429 from 7,134
Change-705 (-10%)
Value$1.1M (-$49.1K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares6,369 from 6,427
Change-58 (-1%)
Value$1.1M (+$52.9K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED
Shares6,342 from 6,331
Change+11 (+0%)
Value$1.1M (+$63.6K)
Filed 2026-11-04
D.B. Root & Company, LLC
INCREASED
Shares6,324 from 1,957
Change+4,367 (+223%)
Value$1.1M (+$754.5K)
Filed 2026-11-04
McHugh Group, LLC
UNCHANGED
Shares6,322 from 6,322
Change0 (0%)
Value$1.1M (+$61.7K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares6,285 from 5,374
Change+911 (+17%)
Value$1.1M (+$192.8K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,266 from 5,691
Change+575 (+10%)
Value$1.1M (+$152.3K)
Filed 2026-10-23
Lpwm LLC
DECREASED
Shares6,244 from 6,421
Change-177 (-3%)
Value$1.1M (+$32.7K)
Filed 2026-10-20
Saxon Interests, Inc.
INCREASED
Shares6,233 from 2,797
Change+3,436 (+123%)
Value$1.0M (+$606.1K)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares6,201 from 6,201
Change0 (0%)
Value$1.0M (+$60.5K)
Filed 2026-10-14
Summit Securities Group LLC
NEW
Shares6,200
Change+6,200
Value$1.0M
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares6,176 from 8,950
Change-2,774 (-31%)
Value$1.0K (-$1.4M)
Filed 2026-10-23
Opinicus Capital, Inc.
DECREASED
Shares6,162 from 6,284
Change-122 (-2%)
Value$1.0M (+$40.9K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares6,149 from 6,047
Change+102 (+2%)
Value$1.0M (+$76.2K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
DECREASED
Shares6,148 from 6,822
Change-674 (-10%)
Value$1.0M (-$46.9K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
DECREASED
Shares6,140 from 7,183
Change-1,043 (-15%)
Value$1.0M (-$105.6K)
Filed 2026-10-26
Legacy Financial Strategies, LLC
DECREASED
Shares6,117 from 6,154
Change-37 (-1%)
Value$1.0M (+$53.8K)
Filed 2026-10-15
Venture Visionary Partners LLC
DECREASED
Shares6,114 from 6,298
Change-184 (-3%)
Value$1.0M (+$30.5K)
Filed 2026-10-07
Stonebridge Financial Planning Group, LLC
DECREASED
Shares6,069 from 6,645
Change-576 (-9%)
Value$1.0M (-$32.1K)
Filed 2026-11-06
University of Texas S AM Investment Management Co
DECREASED
Shares6,063 from 6,139
Change-76 (-1%)
Value$1.0M (+$47.1K)
Filed 2026-11-03
Vigilare Wealth Management
NEW
Shares6,039
Change+6,039
Value$1.0M
Filed 2026-10-29
SouthState Bank Corp
INCREASED
Shares6,021 from 6,012
Change+9 (+0%)
Value$1.0M (+$60.2K)
Filed 2026-11-09
Mission Wealth Management, LP
DECREASED
Shares6,014 from 7,611
Change-1,597 (-21%)
Value$1.0M (-$194.8K)
Filed 2026-10-15
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.0M (+$58.6K)
Filed 2026-10-22
Integral Investment Advisors, Inc.
DECREASED
Shares5,993 from 6,747
Change-754 (-11%)
Value$1.0M (-$61.1K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares5,988 from 6,035
Change-47 (-1%)
Value$1.0M (+$51.0K)
Filed 2026-11-04
Camelot Technology Advisors, Inc.
INCREASED
Shares5,936 from 5,326
Change+610 (+11%)
Value$999.8K (+$154.8K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares5,909 from 5,926
Change-17 (0%)
Value$995.3K (+$55.0K)
Filed 2026-11-02
Equitable Trust Co
UNCHANGED
Shares5,909 from 5,909
Change0 (0%)
Value$995.2K (+$57.7K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares5,863 from 5,893
Change-30 (-1%)
Value$935.4K (+$400)
Filed 2026-10-13
GenTrust, LLC
INCREASED
Shares5,842 from 5,634
Change+208 (+4%)
Value$983.9K (+$89.9K)
Filed 2026-11-06
Shum Financial Group, Inc.
INCREASED
Shares5,823 from 5,814
Change+9 (+0%)
Value$980.7K (+$58.3K)
Filed 2026-10-13
Montis Financial, LLC
DECREASED
Shares5,809 from 6,064
Change-255 (-4%)
Value$978.4K (+$16.2K)
Filed 2026-11-04
Vilga Financial Planning LLC
INCREASED
Shares5,807 from 5,454
Change+353 (+6%)
Value$978.0K (+$112.7K)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
DECREASED
Shares5,766 from 5,807
Change-41 (-1%)
Value$971.1K (+$49.7K)
Filed 2026-10-22
Childress Capital Advisors, LLC
DECREASED
Shares5,755 from 11,209
Change-5,454 (-49%)
Value$969.3K (-$809.2K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares5,745 from 5,510
Change+235 (+4%)
Value$1.0M (+$140.5K)
Filed 2026-10-27
Arrow Financial Corp
UNCHANGED
Shares5,712 from 5,712
Change0 (0%)
Value$962.0K (+$55.7K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares5,708 from 5,708
Change0 (0%)
Value$961.3K (+$55.7K)
Filed 2026-10-27
Legacy Private Trust Co.
DECREASED
Shares5,680 from 5,695
Change-15 (0%)
Value$956.6K (+$53.1K)
Filed 2026-10-06
Bokf, NA
UNCHANGED
Shares5,678 from 5,678
Change0 (0%)
Value$956.3K (+$55.4K)
Filed 2026-10-27
Forum Financial Management, LP
INCREASED
Shares5,671 from 5,597
Change+74 (+1%)
Value$955.1K (+$67.0K)
Filed 2026-10-16
M.E. Allison & Co., Inc.
DECREASED
Shares5,658 from 5,686
Change-28 (0%)
Value$952.8K (+$50.7K)
Filed 2026-10-09
Rise Advisors, LLC
INCREASED
Shares5,648 from 5,611
Change+37 (+1%)
Value$951.2K (+$61.0K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
INCREASED
Shares5,629 from 3,308
Change+2,321 (+70%)
Value$948.0K (+$423.2K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares5,603 from 213
Change+5,390 (+2531%)
Value$943.7K (+$909.9K)
Filed 2026-10-30
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares5,600 from 8,314
Change-2,714 (-33%)
Value$943.2K (-$375.8K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
DECREASED
Shares5,599 from 6,039
Change-440 (-7%)
Value$943.0K (-$15.2K)
Filed 2026-10-27
Affiance Financial, LLC
DECREASED
Shares5,597 from 5,721
Change-124 (-2%)
Value$942.7K (+$34.9K)
Filed 2026-10-15
Fourpath Capital Management, LLC
INCREASED
Shares5,577 from 5,210
Change+367 (+7%)
Value$939.3K (+$112.6K)
Filed 2026-10-19
Altura Wealth Advisors Inc.
DECREASED
Shares5,555 from 5,668
Change-113 (-2%)
Value$935.7K (+$36.4K)
Filed 2026-10-22
Kelly Financial Group LLC
DECREASED
Shares5,548 from 5,549
Change-1 (0%)
Value$934.5K (+$54.0K)
Filed 2026-10-16
First American Bank
NEW
Shares5,509
Change+5,509
Value$927.8K
Filed 2026-10-27
Northbridge Financial Group, LLC
INCREASED
Shares5,456 from 5,455
Change+1 (+0%)
Value$911.6K (+$46.1K)
Filed 2026-11-05
Kessler Investment Group, LLC
INCREASED
Shares5,436 from 4,578
Change+858 (+19%)
Value$915.5K (+$189.2K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares5,423 from 3,193
Change+2,230 (+70%)
Value$913.3K (+$406.7K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
INCREASED
Shares5,405 from 4,808
Change+597 (+12%)
Value$910.3K (+$147.5K)
Filed 2026-11-06
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$910 (-$856.1K)
Filed 2026-11-09
Roble, Belko & Company, Inc
UNCHANGED
Shares5,324 from 5,324
Change0 (0%)
Value$897 (-$844.1K)
Filed 2026-11-09
Narwhal Capital Management
UNCHANGED
Shares5,315 from 5,315
Change0 (0%)
Value$895.2K (+$51.9K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares5,228 from 4,936
Change+292 (+6%)
Value$880.5K (+$103.6K)
Filed 2026-11-05
Acima Private Wealth, LLC
UNCHANGED
Shares5,228 from 5,228
Change0 (0%)
Value$880.5K (+$51.0K)
Filed 2026-10-05
Agate Pass Investment Management, LLC
INCREASED
Shares5,185 from 5,180
Change+5 (+0%)
Value$873.3K (+$51.5K)
Filed 2026-10-20
Chatham Capital Group, Inc.
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$869.0K (+$50.4K)
Filed 2026-10-16
KFA Private Wealth Group, LLC
DECREASED
Shares5,157 from 5,223
Change-66 (-1%)
Value$868.6K (+$39.8K)
Filed 2026-10-07
Insight Wealth Partners, LLC
INCREASED
Shares5,154 from 5,101
Change+53 (+1%)
Value$868.0K (+$58.7K)
Filed 2026-10-26
Gateway Investment Advisers LLC
INCREASED
Shares5,121 from 3,211
Change+1,910 (+59%)
Value$862.5K (+$353.0K)
Filed 2026-10-13
Asset Management One Co., Ltd.
INCREASED
Shares5,107 from 4,771
Change+336 (+7%)
Value$860.1K (+$103.2K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
INCREASED
Shares5,105 from 1,263
Change+3,842 (+304%)
Value$859.8K (+$659.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares5,076 from 7,238
Change-2,162 (-30%)
Value$854.9K (-$293.5K)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares5,040 from 5,040
Change0 (0%)
Value$848.8K (+$49.2K)
Filed 2026-10-26
Wealthgarden F.S. LLC
INCREASED
Shares5,038 from 3,425
Change+1,613 (+47%)
Value$848.4K (+$305.1K)
Filed 2026-11-09
RDA Financial Network
INCREASED
Shares5,037 from 2,947
Change+2,090 (+71%)
Value$848.3K (+$380.8K)
Filed 2026-10-15
Kagan Cocozza Asset Management
DECREASED
Shares5,001 from 5,019
Change-18 (0%)
Value$842.3K (+$46.0K)
Filed 2026-10-19
LS Investment Advisors, LLC
INCREASED
Shares5,000 from 2,000
Change+3,000 (+150%)
Value$842.1K (+$524.8K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares4,989 from 5,101
Change-112 (-2%)
Value$840.4K (+$31.0K)
Filed 2026-10-21
Balboa Wealth Partners
INCREASED
Shares4,983 from 4,353
Change+630 (+14%)
Value$839.2K (+$148.6K)
Filed 2026-10-20
Stableford Capital II LLC
DECREASED
Shares4,938 from 5,090
Change-152 (-3%)
Value$831.7K (+$24.1K)
Filed 2026-10-09
Core Wealth Partners LLC
INCREASED
Shares4,932 from 4,697
Change+235 (+5%)
Value$830.7K (+$85.5K)
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares4,926
Change+4,926
Value$818.6K
Filed 2026-10-15
BCS Wealth Management
DECREASED
Shares4,923 from 5,060
Change-137 (-3%)
Value$829.2K (+$26.3K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares4,870 from 4,527
Change+343 (+8%)
Value$820.2K (+$102.0K)
Filed 2026-10-28
Carrera Capital Advisors
NEW
Shares4,855
Change+4,855
Value$817.7K
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares4,854 from 4,633
Change+221 (+5%)
Value$817.6K (+$82.5K)
Filed 2026-10-08
DT Investment Partners, LLC
UNCHANGED
Shares4,848 from 4,848
Change0 (0%)
Value$816.5K (+$47.3K)
Filed 2026-10-27
Curbstone Financial Management Corp
INCREASED
Shares4,820 from 4,780
Change+40 (+1%)
Value$811.8K (+$53.4K)
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares4,809 from 4,727
Change+82 (+2%)
Value$809.9K (+$60.0K)
Filed 2026-10-19
Convergence Financial, LLC
NEW
Shares4,807
Change+4,807
Value$809.6K
Filed 2026-10-27
First Citizens Bank & Trust Co
DECREASED
Shares4,798 from 5,075
Change-277 (-5%)
Value$808.1K (+$2.9K)
Filed 2026-10-14
Berkshire Money Management, Inc.
NEW
Shares4,792
Change+4,792
Value$807.0K
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares4,787 from 2,740
Change+2,047 (+75%)
Value$805.0K (+$364.3K)
Filed 2026-10-09
City Center Advisors, LLC
NEW
Shares4,775
Change+4,775
Value$804.2K
Filed 2026-10-08
Condor Capital Management
DECREASED
Shares4,773 from 4,917
Change-144 (-3%)
Value$803.9K (+$23.7K)
Filed 2026-11-06
Biltmore Family Office, LLC
DECREASED
Shares4,758 from 4,781
Change-23 (0%)
Value$801.3K (+$42.8K)
Filed 2026-11-03
Keudell ison Wealth Management
INCREASED
Shares4,744 from 4,372
Change+372 (+9%)
Value$799.0K (+$105.3K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares4,720 from 4,583
Change+137 (+3%)
Value$794.9K (+$67.8K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
DECREASED
Shares4,686 from 4,808
Change-122 (-3%)
Value$789.2K (+$26.2K)
Filed 2026-10-22
Sigma Investment Counselors Inc
INCREASED
Shares4,679 from 2,217
Change+2,462 (+111%)
Value$788.0K (+$436.3K)
Filed 2026-10-27
Lynx Investment Advisory
INCREASED
Shares4,671 from 3,725
Change+946 (+25%)
Value$786.7K (+$195.7K)
Filed 2026-10-27
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$786.5K (+$45.6K)
Filed 2026-10-29
Independence Bank of Kentucky
INCREASED
Shares4,665 from 4,620
Change+45 (+1%)
Value$785.7K (+$52.7K)
Filed 2026-10-26
Elmwood Wealth Management, Inc.
INCREASED
Shares4,650 from 4,629
Change+21 (+0%)
Value$783.1K (+$48.7K)
Filed 2026-10-14
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares4,640 from 8,540
Change-3,900 (-46%)
Value$781.5K (-$573.5K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares4,604 from 4,604
Change0 (0%)
Value$730.5K ($0)
Filed 2026-11-05
Trust Co of Oklahoma
UNCHANGED
Shares4,591 from 4,591
Change0 (0%)
Value$773.2K (+$44.8K)
Filed 2026-10-15
Calamos Wealth Management LLC
DECREASED
Shares4,585 from 4,600
Change-15 (0%)
Value$772.2K (+$42.4K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares4,581 from 4,247
Change+334 (+8%)
Value$843.0K (+$132.6K)
Filed 2026-11-02
Burke & Herbert Bank & Trust Co
INCREASED
Shares4,503 from 4,088
Change+415 (+10%)
Value$758.4K (+$109.8K)
Filed 2026-11-02
Bullock Wealth Management Group
INCREASED
Shares4,472 from 4,388
Change+84 (+2%)
Value$743.3K (+$43.2K)
Filed 2026-10-09
Pacific Center for Financial Services
DECREASED
Shares4,467 from 4,482
Change-15 (0%)
Value$752.4K (+$41.2K)
Filed 2026-10-15
Gilliland Jeter Wealth Management LLC
INCREASED
Shares4,427 from 4,426
Change+1 (+0%)
Value$745.5K (+$43.3K)
Filed 2026-10-28
Ring Mountain Capital, LLC
DECREASED
Shares4,391 from 4,589
Change-198 (-4%)
Value$739.6K (+$11.5K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares4,375 from 4,625
Change-250 (-5%)
Value$736.8K (+$3.0K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares4,365 from 2,222
Change+2,143 (+96%)
Value$735.2K (+$382.7K)
Filed 2026-10-21
Aries Wealth Management
DECREASED
Shares4,364 from 4,394
Change-30 (-1%)
Value$735.0K (+$37.8K)
Filed 2026-10-23
Investment Advisory Services Inc
INCREASED
Shares4,347 from 4,026
Change+321 (+8%)
Value$732.1K (+$93.3K)
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares4,343 from 1,830
Change+2,513 (+137%)
Value$731.4K (+$441.1K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
NEW
Shares4,331
Change+4,331
Value$729.4K
Filed 2026-11-03
Doliver Advisors, LP
DECREASED
Shares4,329 from 10,473
Change-6,144 (-59%)
Value$729.1K (-$932.6K)
Filed 2026-10-01
Tenzing Financial LLC
DECREASED
Shares4,305 from 4,368
Change-63 (-1%)
Value$756.2K (+$48.7K)
Filed 2026-11-03
Founders Financial Alliance, LLC
INCREASED
Shares4,277 from 4,100
Change+177 (+4%)
Value$720.3K (+$69.8K)
Filed 2026-11-10
Sun Group Wealth Partners
INCREASED
Shares4,257 from 4,248
Change+9 (+0%)
Value$717.0K (+$43.0K)
Filed 2026-10-26
Quantum Financial Partners LLC
INCREASED
Shares4,247 from 3,179
Change+1,068 (+34%)
Value$715.3K (+$210.9K)
Filed 2026-10-19
San Luis Wealth Advisors LLC
INCREASED
Shares4,243 from 4,224
Change+19 (+0%)
Value$714.7K (+$44.5K)
Filed 2026-10-27
Cove Private Wealth, LLC
UNCHANGED
Shares4,233 from 4,233
Change0 (0%)
Value$712.9K (+$41.3K)
Filed 2026-10-28
Access Financial Services, Inc.
DECREASED
Shares4,219 from 4,269
Change-50 (-1%)
Value$710.6K (+$33.3K)
Filed 2026-11-09
Petros Family Wealth, LLC
NEW
Shares4,214
Change+4,214
Value$709.8K
Filed 2026-10-28
Interchange Capital Partners, LLC
DECREASED
Shares4,174 from 4,183
Change-9 (0%)
Value$702.8K (+$39.3K)
Filed 2026-10-28
Accredited Investor Services, LLC
UNCHANGED
Shares4,157 from 4,157
Change0 (0%)
Value$700.1K (+$40.6K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,111 from 2,936
Change+1,175 (+40%)
Value$692.3K (+$226.5K)
Filed 2026-10-27
Victory Financial Group, LLC
DECREASED
Shares4,105 from 6,524
Change-2,419 (-37%)
Value$691.4K (-$343.7K)
Filed 2026-10-27
Mizuho Markets Americas LLC
NEW
Shares4,100
Change+4,100
Value$690.5K
Filed 2026-11-09
Investment Partners Asset Management, Inc.
INCREASED
Shares4,098 from 4,044
Change+54 (+1%)
Value$690.2K (+$48.6K)
Filed 2026-10-09
Waldron Private Wealth LLC
UNCHANGED
Shares4,097 from 4,097
Change0 (0%)
Value$690.0K (+$40.0K)
Filed 2026-11-02
Ascent Group, LLC
INCREASED
Shares4,090 from 3,574
Change+516 (+14%)
Value$688.8K (+$121.8K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
DECREASED
Shares4,083 from 4,256
Change-173 (-4%)
Value$687.7K (+$12.4K)
Filed 2026-11-02
Caldwell Trust Co
DECREASED
Shares4,083 from 4,109
Change-26 (-1%)
Value$687.7K (+$35.7K)
Filed 2026-10-30
Bison Wealth, LLC
INCREASED
Shares4,079 from 3,426
Change+653 (+19%)
Value$701.6K (+$146.6K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares4,072 from 3,898
Change+174 (+4%)
Value$686.0K (+$67.5K)
Filed 2026-10-19
World Equity Group, Inc.
DECREASED
Shares4,057 from 5,301
Change-1,244 (-23%)
Value$683.3K (-$157.7K)
Filed 2026-10-14
Larry Mathis Financial Planning, LLC
NEW
Shares4,012
Change+4,012
Value$675.7K
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares4,006
Change+4,006
Value$696
Filed 2026-11-03
Donaldson Capital Management, LLC
INCREASED
Shares3,995 from 3,960
Change+35 (+1%)
Value$672.9K (+$44.6K)
Filed 2026-11-09
Penobscot Wealth Management
DECREASED
Shares3,994 from 4,065
Change-71 (-2%)
Value$672.7K (+$27.7K)
Filed 2026-10-21
Noesis Capital Mangement Corp
INCREASED
Shares3,994 from 3,974
Change+20 (+1%)
Value$672.7K (+$42.2K)
Filed 2026-10-26
Wealth Advisory Solutions, LLC
DECREASED
Shares3,977 from 4,019
Change-42 (-1%)
Value$669.8K (+$32.2K)
Filed 2026-10-20
Lynx Capital Group LTD
DECREASED
Shares3,961 from 3,975
Change-14 (0%)
Value$667.1K (+$36.5K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
UNCHANGED
Shares3,946 from 3,946
Change0 (0%)
Value$664.5K (+$38.5K)
Filed 2026-10-16
Allen Investment Management, LLC
UNCHANGED
Shares3,943 from 3,943
Change0 (0%)
Value$664.1K (+$38.5K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares3,931 from 3,419
Change+512 (+15%)
Value$656.7K (+$112.9K)
Filed 2026-10-28
Sherman Asset Management, Inc.
DECREASED
Shares3,912 from 6,571
Change-2,659 (-40%)
Value$658.9K (-$383.8K)
Filed 2026-11-05
Burford Brothers, Inc.
DECREASED
Shares3,904 from 4,342
Change-438 (-10%)
Value$657.5K (-$31.4K)
Filed 2026-10-21
Allen Capital Group, LLC
INCREASED
Shares3,897 from 3,805
Change+92 (+2%)
Value$656.3K (+$52.6K)
Filed 2026-10-27
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares3,893 from 3,893
Change0 (0%)
Value$655.7K (+$38.1K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,885 from 3,877
Change+8 (+0%)
Value$654.3K (+$39.2K)
Filed 2026-10-19
Clay Northam Wealth Management, LLC
INCREASED
Shares3,871 from 3,831
Change+40 (+1%)
Value$652.0K (+$44.1K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares3,841 from 1,324
Change+2,517 (+190%)
Value$646.9K (+$436.8K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares3,795 from 2,859
Change+936 (+33%)
Value$639.2K (+$185.5K)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
INCREASED
Shares3,779 from 3,759
Change+20 (+1%)
Value$636.4K (+$40.1K)
Filed 2026-10-20
Sage Investment Advisers LLC
INCREASED
Shares3,775 from 3,576
Change+199 (+6%)
Value$635.8K (+$68.4K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
INCREASED
Shares3,768 from 3,510
Change+258 (+7%)
Value$634.6K (+$77.7K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares3,767 from 3,540
Change+227 (+6%)
Value$634.4K (+$72.8K)
Filed 2026-10-26
Loudon Investment Management, LLC
NEW
Shares3,725
Change+3,725
Value$627.4K
Filed 2026-11-06
Lynch & Associates
DECREASED
Shares3,725 from 3,744
Change-19 (-1%)
Value$627.4K (+$33.3K)
Filed 2026-10-13
RTD Financial Advisors, Inc.
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$624.2K (+$36.2K)
Filed 2026-10-09
Cornerstone Capital, Inc.
DECREASED
Shares3,693 from 4,025
Change-332 (-8%)
Value$622.0K (-$16.6K)
Filed 2026-11-10
Beaton Management Co. Inc.
DECREASED
Shares3,679 from 3,729
Change-50 (-1%)
Value$620 (-$591.4K)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares3,667 from 3,415
Change+252 (+7%)
Value$617.5K (+$75.7K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
DECREASED
Shares3,642 from 3,658
Change-16 (0%)
Value$613.4K (+$33.0K)
Filed 2026-10-14
Strategic Advisors LLC
INCREASED
Shares3,625 from 3,531
Change+94 (+3%)
Value$610.5K (+$50.3K)
Filed 2026-10-13
Trust Point Inc.
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$609.7K (+$35.3K)
Filed 2026-10-27
Cpwa, LLC
INCREASED
Shares3,611 from 3,030
Change+581 (+19%)
Value$621.1K (+$140.3K)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
DECREASED
Shares3,599 from 4,130
Change-531 (-13%)
Value$606.2K (-$49.2K)
Filed 2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares3,592 from 2,469
Change+1,123 (+45%)
Value$604.9K (+$213.2K)
Filed 2026-10-15
UMB Bank, n.a.
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$603.1K (+$35.0K)
Filed 2026-11-06
Bricktown Capital, LLC
UNCHANGED
Shares3,558 from 3,558
Change0 (0%)
Value$599.2K (+$34.7K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares3,535 from 3,559
Change-24 (-1%)
Value$595.4K (+$30.7K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,531 from 3,529
Change+2 (+0%)
Value$594.6K (+$34.7K)
Filed 2026-10-08
Slow Capital, Inc.
UNCHANGED
Shares3,529 from 3,529
Change0 (0%)
Value$594.4K (+$34.4K)
Filed 2026-10-23
AA Financial Advisors, LLC
INCREASED
Shares3,524 from 3,015
Change+509 (+17%)
Value$593.6K (+$115.2K)
Filed 2026-10-19
Praxis Capital Management LLC
INCREASED
Shares3,513 from 3,500
Change+13 (+0%)
Value$591.7K (+$36.3K)
Filed 2026-10-16
Clearview Wealth Management LLC
DECREASED
Shares3,501 from 3,583
Change-82 (-2%)
Value$594.0K (+$25.5K)
Filed 2026-10-16
Eley Financial Management, Inc
UNCHANGED
Shares3,476 from 3,476
Change0 (0%)
Value$585.4K (+$33.9K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares3,438 from 3,678
Change-240 (-7%)
Value$579.0K (-$4.5K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
DECREASED
Shares3,423 from 3,549
Change-126 (-4%)
Value$576.5K (+$13.4K)
Filed 2026-10-08
Sankala Group LLC
DECREASED
Shares3,399 from 3,492
Change-93 (-3%)
Value$573.1K (-$21.0K)
Filed 2026-11-09
Sound Income Strategies, LLC
INCREASED
Shares3,397 from 3,180
Change+217 (+7%)
Value$571.2K (+$66.6K)
Filed 2026-10-09
Essex Bank
UNCHANGED
Shares3,338 from 3,338
Change0 (0%)
Value$562.2K (+$32.6K)
Filed 2026-10-16
Point Nemo Capital, LLC
NEW
Shares3,327
Change+3,327
Value$560.3K
Filed 2026-11-03
Central Trust Co
INCREASED
Shares3,313 from 2,488
Change+825 (+33%)
Value$558.0K (+$163.2K)
Filed 2026-11-05
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares3,309 from 3,309
Change0 (0%)
Value$557.3K (+$32.3K)
Filed 2026-11-02
Bridges Investment Management Inc
NEW
Shares3,302
Change+3,302
Value$556.1K
Filed 2026-11-10
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,295 from 3,349
Change-54 (-2%)
Value$554.9K (+$23.6K)
Filed 2026-11-04
tru Independence LLC
INCREASED
Shares3,288 from 3,277
Change+11 (+0%)
Value$553.8K (+$33.9K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
INCREASED
Shares3,283 from 3,182
Change+101 (+3%)
Value$552.9K (+$48.1K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares3,277 from 3,275
Change+2 (+0%)
Value$551.8K (+$32.3K)
Filed 2026-10-26
Fiduciary Alliance LLC
INCREASED
Shares3,274 from 2,475
Change+799 (+32%)
Value$551.4K (+$158.8K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares3,246 from 1,792
Change+1,454 (+81%)
Value$546.7K (+$262.4K)
Filed 2026-10-26
Legacy Capital Group California, Inc.
INCREASED
Shares3,231 from 3,191
Change+40 (+1%)
Value$544.2K (+$37.9K)
Filed 2026-11-09
Chilton Capital Management LLC
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$543.3K (+$31.5K)
Filed 2026-10-28
APS Management Group, Inc.
DECREASED
Shares3,175 from 4,705
Change-1,530 (-33%)
Value$534.7K (-$211.8K)
Filed 2026-10-14
Stone Summit Wealth LLC
INCREASED
Shares3,165 from 2,945
Change+220 (+7%)
Value$533.0K (+$65.8K)
Filed 2026-10-14
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares3,156 from 3,143
Change+13 (+0%)
Value$531.5K (+$32.9K)
Filed 2026-10-20
Directional Asset Management
INCREASED
Shares3,146 from 3,069
Change+77 (+3%)
Value$529.8K (+$42.9K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
INCREASED
Shares3,137 from 1,425
Change+1,712 (+120%)
Value$528.3K (+$302.1K)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares3,127 from 3,067
Change+60 (+2%)
Value$526.7K (+$40.1K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares3,123 from 3,029
Change+94 (+3%)
Value$525.9K (+$45.3K)
Filed 2026-10-14
SkyOak Wealth, LLC
UNCHANGED
Shares3,107 from 3,107
Change0 (0%)
Value$523.2K (+$30.3K)
Filed 2026-10-28
Thoroughbred Financial Services, LLC
INCREASED
Shares3,098 from 1,901
Change+1,197 (+63%)
Value$521 (-$300.5K)
Filed 2026-11-09
Cane Capital Partners, LLC
DECREASED
Shares3,097 from 3,300
Change-203 (-6%)
Value$521.6K (-$2.0K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,087 from 3,084
Change+3 (+0%)
Value$520.0K (+$30.6K)
Filed 2026-10-13
Costello Asset Management, Inc
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$519.9K (+$30.2K)
Filed 2026-10-30
Sapient Capital LLC
DECREASED
Shares3,083 from 3,108
Change-25 (-1%)
Value$519.3K (+$26.2K)
Filed 2026-10-08
Goelzer Investment Management, Inc.
INCREASED
Shares3,062 from 2,798
Change+264 (+9%)
Value$515.6K (+$71.7K)
Filed 2026-10-16
Elco Management Co., LLC
DECREASED
Shares3,036 from 3,611
Change-575 (-16%)
Value$511.3K (-$61.6K)
Filed 2026-10-14
Members Wealth LLC
INCREASED
Shares3,028 from 2,990
Change+38 (+1%)
Value$511.1K (+$36.8K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares3,022 from 2,995
Change+27 (+1%)
Value$509.0K (+$33.8K)
Filed 2026-11-04
Econ Financial Services Corp
DECREASED
Shares3,010 from 41,080
Change-38,070 (-93%)
Value$506.9K (-$6.0M)
Filed 2026-10-19
Fulcrum Capital LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$505.3K (+$29.3K)
Filed 2026-10-15
Cullen Capital Management, LLC
DECREASED
Shares2,998 from 51,416
Change-48,418 (-94%)
Value$504.9K (-$7.7M)
Filed 2026-11-10
Darden Wealth Group Inc
INCREASED
Shares2,991 from 2,473
Change+518 (+21%)
Value$503.7K (+$111.4K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,991 from 3,045
Change-54 (-2%)
Value$503.8K (+$20.7K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,990 from 2,988
Change+2 (+0%)
Value$503 (-$455.5K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,980 from 2,400
Change+580 (+24%)
Value$501.9K (+$121.1K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
INCREASED
Shares2,979 from 509
Change+2,470 (+485%)
Value$501.7K (+$421.0K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares2,967 from 2,906
Change+61 (+2%)
Value$499.7K (+$38.5K)
Filed 2026-10-19
First International Bank of Israel Ltd.
INCREASED
Shares2,965 from 2,955
Change+10 (+0%)
Value$499.4K (+$30.5K)
Filed 2026-11-04
Howland Capital Management LLC
INCREASED
Shares2,956 from 2,923
Change+33 (+1%)
Value$497.9K (+$34.1K)
Filed 2026-10-22
Chapin Davis, Inc.
INCREASED
Shares2,946 from 2,914
Change+32 (+1%)
Value$496.3K (+$33.9K)
Filed 2026-10-09
Elevatus Welath Management
INCREASED
Shares2,944 from 2,934
Change+10 (+0%)
Value$495.7K (+$30.3K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares2,917
Change+2,917
Value$491.2K
Filed 2026-10-28
Perryman Financial Advisory Inc
INCREASED
Shares2,905 from 2,893
Change+12 (+0%)
Value$489.2K (+$30.1K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares2,886 from 3,161
Change-275 (-9%)
Value$486.1K (-$15.5K)
Filed 2026-10-13
Angeles Wealth Management, LLC
INCREASED
Shares2,880 from 2,826
Change+54 (+2%)
Value$485.1K (+$36.7K)
Filed 2026-10-26
Adirondack Trust Co
DECREASED
Shares2,871 from 2,987
Change-116 (-4%)
Value$483.5K (+$9.6K)
Filed 2026-10-14
Bensler, LLC
INCREASED
Shares2,866 from 1,689
Change+1,177 (+70%)
Value$482.7K (+$214.7K)
Filed 2026-11-05
SFG Wealth Management, Llc.
DECREASED
Shares2,866 from 2,947
Change-81 (-3%)
Value$482.7K (+$15.1K)
Filed 2026-10-23
Washington Growth Strategies LLC
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$482.2K (+$27.9K)
Filed 2026-10-19
15 Wealth Advisors LLC
NEW
Shares2,827
Change+2,827
Value$476.3K
Filed 2026-10-14
DDD Partners, LLC
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$474.3K (+$27.5K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares2,808 from 2,805
Change+3 (+0%)
Value$472.9K (+$27.8K)
Filed 2026-11-05
Hardy Reed LLC
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$472.9K (+$27.4K)
Filed 2026-11-06
TrustBank
DECREASED
Shares2,800 from 2,900
Change-100 (-3%)
Value$471.6K (+$11.5K)
Filed 2026-10-20
North Star Investment Management Corp.
DECREASED
Shares2,780 from 2,790
Change-10 (0%)
Value$468.2K (+$25.6K)
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares2,774 from 2,476
Change+298 (+12%)
Value$467.2K (+$74.4K)
Filed 2026-10-15
My Personal CFO, LLC
INCREASED
Shares2,760 from 2,466
Change+294 (+12%)
Value$464.8K (+$73.6K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares2,757 from 3,123
Change-366 (-12%)
Value$464.3K (-$31.2K)
Filed 2026-10-13
Peak Financial Management, Inc.
UNCHANGED
Shares2,756 from 2,756
Change0 (0%)
Value$464.2K (+$26.9K)
Filed 2026-10-16
Y.D. More Investments Ltd
DECREASED
Shares2,715 from 3,553
Change-838 (-24%)
Value$457.3K (-$106.2K)
Filed 2026-11-02
Waystone Advisors LLC
UNCHANGED
Shares2,709 from 2,709
Change0 (0%)
Value$429.8K ($0)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares2,696 from 2,694
Change+2 (+0%)
Value$454.1K (+$26.7K)
Filed 2026-10-08
BlueSky Wealth Advisors, LLC
INCREASED
Shares2,694 from 2,394
Change+300 (+13%)
Value$453.7K (+$73.9K)
Filed 2026-10-29
Kickstand Ventures, Llc.
INCREASED
Shares2,693 from 1,712
Change+981 (+57%)
Value$453.6K (+$181.9K)
Filed 2026-11-09
Insight Advisors, LLC/ PA
DECREASED
Shares2,688 from 2,803
Change-115 (-4%)
Value$452.6K (+$7.9K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares2,684
Change+2,684
Value$452.0K
Filed 2026-10-28
Measured Risk Portfolios, Inc.
INCREASED
Shares2,678 from 2,672
Change+6 (+0%)
Value$451.0K (+$27.1K)
Filed 2026-10-21
BAM Wealth Management, LLC
NEW
Shares2,674
Change+2,674
Value$450.4K
Filed 2026-10-15
Aspen Investment Management Inc
INCREASED
Shares2,670 from 2,669
Change+1 (+0%)
Value$450 (+$27)
Filed 2026-11-05
Milestone Investment Advisors LLC
DECREASED
Shares2,666 from 2,785
Change-119 (-4%)
Value$449.0K (+$7.1K)
Filed 2026-11-05
Blue Fin Capital, Inc.
INCREASED
Shares2,664 from 2,526
Change+138 (+5%)
Value$448.7K (+$47.9K)
Filed 2026-10-28
Collaborative Wealth Managment Inc.
DECREASED
Shares2,657 from 2,659
Change-2 (0%)
Value$447.5K (+$25.6K)
Filed 2026-11-06
Community Bank, N.A.
INCREASED
Shares2,652 from 2,642
Change+10 (+0%)
Value$446.6K (+$27.5K)
Filed 2026-11-06
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$446.5K (+$25.9K)
Filed 2026-10-13
WT Wealth Management
INCREASED
Shares2,650 from 2,637
Change+13 (+0%)
Value$446.3K (+$28.0K)
Filed 2026-10-13
Everett Harris & Co
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$445.5K (+$25.8K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares2,634 from 5,692
Change-3,058 (-54%)
Value$443.6K (-$459.5K)
Filed 2026-11-04
Heritage Wealth Advisors
UNCHANGED
Shares2,624 from 2,624
Change0 (0%)
Value$441.9K (+$25.6K)
Filed 2026-11-09
Southland Equity Partners LLC
INCREASED
Shares2,620 from 2,618
Change+2 (+0%)
Value$441.2K (+$25.8K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares2,618 from 2,617
Change+1 (+0%)
Value$440.9K (+$25.7K)
Filed 2026-10-14
Jackson Square Capital, LLC
DECREASED
Shares2,617 from 2,630
Change-13 (0%)
Value$440.8K (+$23.5K)
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares2,609 from 1,503
Change+1,106 (+74%)
Value$439.3K (+$200.8K)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares2,592 from 2,292
Change+300 (+13%)
Value$436.5K (+$72.9K)
Filed 2026-10-28
CRA Financial Services, LLC
DECREASED
Shares2,554 from 2,722
Change-168 (-6%)
Value$430.1K (-$1.8K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares2,552 from 1,666
Change+886 (+53%)
Value$429.8K (+$165.6K)
Filed 2026-11-03
Burns J W & Co Inc
INCREASED
Shares2,552 from 2,549
Change+3 (+0%)
Value$429.7K (+$25.4K)
Filed 2026-10-20
LVW Advisors, LLC
UNCHANGED
Shares2,551 from 2,551
Change0 (0%)
Value$429.6K (+$24.9K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
DECREASED
Shares2,543 from 8,590
Change-6,047 (-70%)
Value$428.3K (-$934.6K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares2,537 from 2,687
Change-150 (-6%)
Value$427.3K (+$963)
Filed 2026-10-23
NovaPoint Capital, LLC
DECREASED
Shares2,503 from 2,592
Change-89 (-3%)
Value$421.5K (+$10.3K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares2,500 from 3,000
Change-500 (-17%)
Value$421.0K (-$54.9K)
Filed 2026-10-29
Vicus Capital
DECREASED
Shares2,494 from 2,747
Change-253 (-9%)
Value$420.1K (-$15.7K)
Filed 2026-11-05
MBE Wealth Management, LLC
INCREASED
Shares2,480 from 1,749
Change+731 (+42%)
Value$417.7K (+$140.3K)
Filed 2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares2,469 from 2,603
Change-134 (-5%)
Value$415.8K (+$2.8K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
DECREASED
Shares2,461 from 2,535
Change-74 (-3%)
Value$414.6K (+$12.3K)
Filed 2026-10-19
HMV Wealth Advisors, LLC
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$414.0K (+$24.0K)
Filed 2026-10-27
Two West Capital Advisors LLC
INCREASED
Shares2,456 from 1,614
Change+842 (+52%)
Value$419.4K (+$162.3K)
Filed 2026-10-15
Focused Wealth Management, Inc
DECREASED
Shares2,428 from 2,464
Change-36 (-1%)
Value$408.9K (+$18.0K)
Filed 2026-10-30
Welch Group, LLC
NEW
Shares2,422
Change+2,422
Value$407.9K
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,420 from 2,257
Change+163 (+7%)
Value$407.6K (+$49.5K)
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares2,398 from 2,276
Change+122 (+5%)
Value$403.9K (+$42.8K)
Filed 2026-10-20
Coldstream Capital Management Inc
INCREASED
Shares2,395 from 2,104
Change+291 (+14%)
Value$403.4K (+$69.5K)
Filed 2026-11-09
Cyndeo Wealth Partners, LLC
INCREASED
Shares2,382 from 1,489
Change+893 (+60%)
Value$401.2K (+$165.0K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares2,380 from 2,567
Change-187 (-7%)
Value$400.8K (-$6.4K)
Filed 2026-10-05
City Holding Co
INCREASED
Shares2,372 from 2,235
Change+137 (+6%)
Value$399.5K (+$44.9K)
Filed 2026-10-19
Successful Portfolios LLC
DECREASED
Shares2,357 from 2,397
Change-40 (-2%)
Value$394.5K (+$8.5K)
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares2,341 from 2,283
Change+58 (+3%)
Value$394.2K (+$32.0K)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares2,322 from 2,810
Change-488 (-17%)
Value$391.1K (-$54.7K)
Filed 2026-10-08
Clear Wave Wealth Management LLC
DECREASED
Shares2,311 from 2,316
Change-5 (0%)
Value$389.3K (+$21.9K)
Filed 2026-11-04
Arista Wealth Management, LLC
UNCHANGED
Shares2,303 from 2,303
Change0 (0%)
Value$387.9K (+$22.5K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares2,301 from 1,889
Change+412 (+22%)
Value$387.5K (+$87.8K)
Filed 2026-11-04
Rebalance, LLC
DECREASED
Shares2,292 from 2,316
Change-24 (-1%)
Value$386.0K (+$18.5K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$385.7K (+$22.4K)
Filed 2026-10-28
CFS Investment Advisory Services, LLC
NEW
Shares2,287
Change+2,287
Value$382.1K
Filed 2026-10-19
Sharkey, Howes & Javer
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$383.7K (+$22.2K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
INCREASED
Shares2,257 from 2,253
Change+4 (+0%)
Value$380.1K (+$22.7K)
Filed 2026-11-04
GW Henssler & Associates LTD
INCREASED
Shares2,255 from 1,300
Change+955 (+73%)
Value$379.8K (+$173.5K)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares2,248 from 2,879
Change-631 (-22%)
Value$378.6K (-$78.2K)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares2,237 from 2,102
Change+135 (+6%)
Value$376.8K (+$43.3K)
Filed 2026-10-22
Clear Retirement Advice LLC
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$376.6K (+$21.8K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED
Shares2,221 from 2,321
Change-100 (-4%)
Value$374.1K (+$5.8K)
Filed 2026-11-02
Red Mountain Financial, LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$373.4K (+$21.6K)
Filed 2026-11-03
River Street Advisors LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$373.4K (+$21.6K)
Filed 2026-10-22
Coyle Financial Counsel LLC
UNCHANGED
Shares2,207 from 2,207
Change0 (0%)
Value$371.7K (+$21.5K)
Filed 2026-10-28
Aurora Private Wealth, Inc.
INCREASED
Shares2,197 from 2,189
Change+8 (+0%)
Value$370 (-$346.6K)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares2,194 from 2,392
Change-198 (-8%)
Value$369.5K (-$10.0K)
Filed 2026-10-08
Swmg, LLC
INCREASED
Shares2,189 from 2,112
Change+77 (+4%)
Value$396.9K (+$62.6K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
INCREASED
Shares2,189 from 2,175
Change+14 (+1%)
Value$368.6K (+$23.5K)
Filed 2026-10-15
Whalen Wealth Management Inc.
NEW
Shares2,184
Change+2,184
Value$367.8K
Filed 2026-10-08
Cranbrook Wealth Management, LLC
INCREASED
Shares2,182 from 1,646
Change+536 (+33%)
Value$367.5K (+$106.3K)
Filed 2026-10-28
Vectors Research Management, LLC
NEW
Shares2,172
Change+2,172
Value$365.8K
Filed 2026-11-09
Axiom Investment Management LLC
DECREASED
Shares2,170 from 12,435
Change-10,265 (-83%)
Value$365.5K (-$1.6M)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares2,166 from 2,265
Change-99 (-4%)
Value$364.8K (+$5.4K)
Filed 2026-11-03
VCI Wealth Management LLC
DECREASED
Shares2,140 from 3,754
Change-1,614 (-43%)
Value$360.5K (-$235.2K)
Filed 2026-10-29
Private Wealth Partners, LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$360.2K (+$20.9K)
Filed 2026-10-22
Millennium Capital Advisors, LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$359.7K (+$20.8K)
Filed 2026-10-16
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,134 from 2,105
Change+29 (+1%)
Value$359.4K (+$25.4K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares2,133 from 2,470
Change-337 (-14%)
Value$359.3K (-$32.7K)
Filed 2026-11-02
Private Management Group Inc
DECREASED
Shares2,126 from 2,202
Change-76 (-3%)
Value$358.1K (+$8.7K)
Filed 2026-11-04
Straight Path Wealth Management
INCREASED
Shares2,123 from 2,019
Change+104 (+5%)
Value$357.5K (+$37.2K)
Filed 2026-10-23
C2c Wealth Management, LLC
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$356.7K (+$20.7K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares2,117 from 2,054
Change+63 (+3%)
Value$356.6K (+$30.7K)
Filed 2026-10-16
KG Capital Management
INCREASED
Shares2,115 from 2,066
Change+49 (+2%)
Value$356.1K (+$28.4K)
Filed 2026-10-15
Collier Financial
INCREASED
Shares2,112 from 973
Change+1,139 (+117%)
Value$355.7K (+$201.3K)
Filed 2026-11-06
Torrey Growth & Income Advisors
NEW
Shares2,107
Change+2,107
Value$357.7K
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,103 from 2,184
Change-81 (-4%)
Value$354.2K (+$7.7K)
Filed 2026-10-16
Collaborative Capital Advisors LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$353.7K (+$20.5K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares2,093 from 2,057
Change+36 (+2%)
Value$352.4K (+$26.1K)
Filed 2026-10-15
TrueWealth Advisors, LLC
INCREASED
Shares2,088 from 2,061
Change+27 (+1%)
Value$351.7K (+$24.7K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares2,087 from 2,073
Change+14 (+1%)
Value$351.4K (+$22.6K)
Filed 2026-10-28
Kuhn & Co Investment Counsel
UNCHANGED
Shares2,073 from 2,073
Change0 (0%)
Value$349.1K (+$20.2K)
Filed 2026-10-29
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares2,073 from 2,073
Change0 (0%)
Value$349.1K (+$20.2K)
Filed 2026-10-22
PCG Asset Management, LLC
DECREASED
Shares2,064 from 20,849
Change-18,785 (-90%)
Value$347.6K (-$3.0M)
Filed 2026-11-05
Wealth Architects, LLC
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$347.1K (+$20.1K)
Filed 2026-11-03
Marathon Wealth Advisors LLC
INCREASED
Shares2,048 from 2,045
Change+3 (+0%)
Value$344.9K (+$20.4K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares2,043 from 2,093
Change-50 (-2%)
Value$344.1K (+$12.0K)
Filed 2026-10-05
Evergreen Capital Management LLC
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$342.2K (+$19.8K)
Filed 2026-10-23
Bank of New Hampshire
INCREASED
Shares2,030 from 1,920
Change+110 (+6%)
Value$341.9K (+$37.3K)
Filed 2026-10-06
Williams Jones Wealth Management, Llc.
INCREASED
Shares2,021 from 1,903
Change+118 (+6%)
Value$340.4K (+$38.4K)
Filed 2026-11-05
Mission Financial Group, LLC
INCREASED
Shares2,019 from 2,008
Change+11 (+1%)
Value$340.1K (+$21.5K)
Filed 2026-10-21
Huntleigh Advisors, Inc.
DECREASED
Shares2,014 from 2,060
Change-46 (-2%)
Value$339.2K (+$12.3K)
Filed 2026-11-03
Poehling Capital Management, Inc.
NEW
Shares2,011
Change+2,011
Value$338.7K
Filed 2026-10-20
Solstein Capital, LLC
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$337.9K (+$19.6K)
Filed 2026-11-02
Iowa State Bank
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$336.8K (+$19.5K)
Filed 2026-10-06
Purkiss Capital Advisors LLC
DECREASED
Shares1,995 from 2,005
Change-10 (0%)
Value$335.9K (+$17.8K)
Filed 2026-11-06
180 Wealth Advisors, LLC
DECREASED
Shares1,994 from 2,166
Change-172 (-8%)
Value$335.8K (-$7.8K)
Filed 2026-11-03
Byrne Asset Management LLC
INCREASED
Shares1,979 from 1,909
Change+70 (+4%)
Value$328.9K (+$26.1K)
Filed 2026-10-06
Brown, Lisle Ings, Inc.
INCREASED
Shares1,975 from 1,947
Change+28 (+1%)
Value$332.6K (+$23.7K)
Filed 2026-10-16
SilverOak Wealth Management LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$332.5K (+$19.3K)
Filed 2026-10-29
Naples Global Advisors, LLC
INCREASED
Shares1,969 from 1,939
Change+30 (+2%)
Value$331.6K (+$24.0K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares1,965 from 1,565
Change+400 (+26%)
Value$362.7K (+$108.3K)
Filed 2026-11-05
CenterStar Asset Management, LLC
NEW
Shares1,962
Change+1,962
Value$331.6K
Filed 2026-10-09
Polaris Investment Advisors, LLC
DECREASED
Shares1,931 from 2,635
Change-704 (-27%)
Value$325.2K (-$92.9K)
Filed 2026-10-20
Sheets Smith Wealth Management
DECREASED
Shares1,915 from 2,218
Change-303 (-14%)
Value$322.6K (-$29.4K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares1,914 from 1,574
Change+340 (+22%)
Value$322.4K (+$72.6K)
Filed 2026-10-13
Astra Wealth Partners LLC
DECREASED
Shares1,911 from 2,012
Change-101 (-5%)
Value$321.9K (+$2.6K)
Filed 2026-11-06
Tannin Capital LLC
DECREASED
Shares1,906 from 1,937
Change-31 (-2%)
Value$321.0K (+$13.7K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$320.5K (+$18.6K)
Filed 2026-11-02
Basso Capital Management, L.P.
NEW
Shares1,895
Change+1,895
Value$319.2K
Filed 2026-10-30
Castle Rock Wealth Management, LLC
INCREASED
Shares1,895 from 1,885
Change+10 (+1%)
Value$316.7K (+$16.0K)
Filed 2026-10-09
Waterfront Wealth Inc.
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$339.7K (+$35.4K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares1,876 from 2,283
Change-407 (-18%)
Value$315.9K (-$46.3K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
INCREASED
Shares1,876 from 1,871
Change+5 (+0%)
Value$315.9K (+$19.1K)
Filed 2026-10-13
German American Bancorp, Inc.
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$315.8K (+$18.3K)
Filed 2026-11-10
United Bank
DECREASED
Shares1,873 from 2,617
Change-744 (-28%)
Value$315.5K (-$99.8K)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,858 from 1,750
Change+108 (+6%)
Value$312.9K (+$35.3K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares1,856 from 1,911
Change-55 (-3%)
Value$312.6K (+$9.3K)
Filed 2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED
Shares1,850 from 2,548
Change-698 (-27%)
Value$311.6K (-$92.7K)
Filed 2026-10-23
Triad Wealth Partners, LLC
NEW
Shares1,847
Change+1,847
Value$311.1K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares1,843
Change+1,843
Value$310.4K
Filed 2026-11-04
Strive Financial Group,LLC
INCREASED
Shares1,843 from 157
Change+1,686 (+1074%)
Value$310.5K (+$285.5K)
Filed 2026-11-09
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$310 (+$18)
Filed 2026-10-27
HCR Wealth Advisors
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$308.9K (+$17.9K)
Filed 2026-10-15
Berkshire Asset Management LLC
INCREASED
Shares1,827 from 1,818
Change+9 (+1%)
Value$307.7K (+$19.3K)
Filed 2026-11-10
Burling Wealth Partners, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$306.5K (+$17.8K)
Filed 2026-11-09
Three Bridge Wealth Advisors, LLC
NEW
Shares1,815
Change+1,815
Value$305.7K
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares1,811 from 1,810
Change+1 (+0%)
Value$305.0K (+$17.8K)
Filed 2026-10-15
Nikulski Financial, Inc.
INCREASED
Shares1,807 from 1,333
Change+474 (+36%)
Value$304.3K (+$92.8K)
Filed 2026-11-06
Jordan Park Trust Co LLC
DECREASED
Shares1,802 from 2,042
Change-240 (-12%)
Value$303.5K (-$20.5K)
Filed 2026-10-19
Jefferson Bridge Capital, LLC
INCREASED
Shares1,790 from 1,784
Change+6 (+0%)
Value$301.5K (+$18.3K)
Filed 2026-11-06
Sincerus Advisory, LLC
INCREASED
Shares1,789 from 1,783
Change+6 (+0%)
Value$301.4K (+$18.5K)
Filed 2026-10-09
Redw Wealth LLC
UNCHANGED
Shares1,781 from 1,781
Change0 (0%)
Value$300.0K (+$17.4K)
Filed 2026-11-02
Spartan Planning & Wealth Management
INCREASED
Shares1,772 from 1,400
Change+372 (+27%)
Value$298.4K (+$76.2K)
Filed 2026-10-13
Finley Financial, LLC
DECREASED
Shares1,770 from 2,020
Change-250 (-12%)
Value$294.2K (-$26.3K)
Filed 2026-10-28
Beacon Financial Group
NEW
Shares1,765
Change+1,765
Value$297.3K
Filed 2026-10-19
Snider Financial Group
DECREASED
Shares1,758 from 1,833
Change-75 (-4%)
Value$296.1K (+$5.3K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares1,756 from 2,249
Change-493 (-22%)
Value$295.7K (-$61.1K)
Filed 2026-10-20
Traynor Capital Management, Inc.
DECREASED
Shares1,755 from 1,836
Change-81 (-4%)
Value$295.6K (+$4.3K)
Filed 2026-10-29
Accel Wealth Management
INCREASED
Shares1,742 from 1,534
Change+208 (+14%)
Value$293.5K (+$50.1K)
Filed 2026-10-13
Jm2 Capital Inc.
INCREASED
Shares1,740 from 1,597
Change+143 (+9%)
Value$293.1K (+$39.7K)
Filed 2026-10-14
Peregrine Asset Advisers, Inc.
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$292.9K (+$17.0K)
Filed 2026-11-09
Gryphon Financial Partners LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$292.4K (+$16.9K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares1,734 from 1,678
Change+56 (+3%)
Value$292.0K (+$25.8K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares1,734 from 1,727
Change+7 (+0%)
Value$292.0K (+$18.0K)
Filed 2026-10-22
Symphony Financial Services, Inc.
INCREASED
Shares1,729 from 1,653
Change+76 (+5%)
Value$291.1K (+$28.8K)
Filed 2026-11-09
Autumn Glory Partners, LLC
INCREASED
Shares1,727 from 1,723
Change+4 (+0%)
Value$290.9K (+$17.5K)
Filed 2026-10-26
DSG Capital Advisors, LLC
DECREASED
Shares1,725 from 1,755
Change-30 (-2%)
Value$290.5K (+$12.7K)
Filed 2026-11-05
Paragon Capital Management Ltd
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$290.2K (+$16.8K)
Filed 2026-10-09
Strategy Asset Managers LLC
DECREASED
Shares1,721 from 1,725
Change-4 (0%)
Value$289.9K (+$16.2K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$288.4K (+$16.7K)
Filed 2026-10-13
BLB&B Advisors, LLC
DECREASED
Shares1,708 from 2,036
Change-328 (-16%)
Value$287.6K (-$35.4K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
NEW
Shares1,701
Change+1,701
Value$286.4K
Filed 2026-10-20
Councilmark Asset Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$286.3K (+$16.6K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$286.0K (+$16.6K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares1,696 from 2,478
Change-782 (-32%)
Value$285.6K (-$107.6K)
Filed 2026-11-02
Tiller Private Wealth, Inc.
DECREASED
Shares1,694 from 1,719
Change-25 (-1%)
Value$285.3K (+$12.6K)
Filed 2026-10-26
Fortem Financial Group, LLC
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$285.1K (+$16.5K)
Filed 2026-10-20
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,692 from 1,802
Change-110 (-6%)
Value$284 (-$284.7K)
Filed 2026-11-04
Plancorp, LLC
NEW
Shares1,690
Change+1,690
Value$312.4K
Filed 2026-11-03
First Financial Bankshares Inc
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$284.3K (+$16.5K)
Filed 2026-11-10
Todd Wealth Management, LLC
DECREASED
Shares1,684 from 1,687
Change-3 (0%)
Value$283.7K (+$16.0K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares1,680 from 1,606
Change+74 (+5%)
Value$282.9K (+$28.1K)
Filed 2026-10-09
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,680 from 1,701
Change-21 (-1%)
Value$282.9K (+$13.1K)
Filed 2026-10-29
LJI Wealth Management, LLC
INCREASED
Shares1,676 from 1,360
Change+316 (+23%)
Value$282.3K (+$66.5K)
Filed 2026-10-28
IPG Investment Advisors LLC
DECREASED
Shares1,674 from 2,498
Change-824 (-33%)
Value$281.9K (-$114.4K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
DECREASED
Shares1,666 from 1,781
Change-115 (-6%)
Value$280.6K (-$2.0K)
Filed 2026-10-26
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$280.1K (+$16.2K)
Filed 2026-10-28
Quartz Partners, LLC
NEW
Shares1,660
Change+1,660
Value$279.6K
Filed 2026-11-03
Grey Ledge Advisors, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$279.6K (+$16.2K)
Filed 2026-11-02
Weaver Consulting Group
DECREASED
Shares1,658 from 1,678
Change-20 (-1%)
Value$279.2K (+$13.0K)
Filed 2026-10-07
First National Bank & Trust Co of Newtown
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$306.5K (+$37.0K)
Filed 2026-11-09
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares1,653 from 1,755
Change-102 (-6%)
Value$278.4K (-$50)
Filed 2026-10-22
First Pacific Financial
INCREASED
Shares1,640 from 1,634
Change+6 (+0%)
Value$276.2K (+$17.0K)
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares1,637 from 1,537
Change+100 (+7%)
Value$275.7K (+$31.8K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
NEW
Shares1,636
Change+1,636
Value$275.6K
Filed 2026-10-26
Auxano Advisors, LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$273.9K (+$15.9K)
Filed 2026-11-06
Trueblood Wealth Management, LLC
DECREASED
Shares1,614 from 1,768
Change-154 (-9%)
Value$271.9K (-$8.6K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$269.4K (+$15.2K)
Filed 2026-10-27
J. Safra Sarasin Holding AG
DECREASED
Shares1,595 from 2,807
Change-1,212 (-43%)
Value$268.6K (-$176.9K)
Filed 2026-10-26
Invera Wealth Advisors, LLC
INCREASED
Shares1,592 from 1,550
Change+42 (+3%)
Value$268.1K (+$22.2K)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
DECREASED
Shares1,589 from 1,634
Change-45 (-3%)
Value$267.6K (+$8.4K)
Filed 2026-10-20
Town Capital LLC
NEW
Shares1,586
Change+1,586
Value$267.1K
Filed 2026-11-03
InTrack Investment Management Inc
DECREASED
Shares1,584 from 1,589
Change-5 (0%)
Value$266.8K (+$14.7K)
Filed 2026-10-15
Brooklyn FI, LLC
INCREASED
Shares1,581 from 941
Change+640 (+68%)
Value$299.9K (+$149.8K)
Filed 2026-11-05
Sterling Investment Management, LLC
INCREASED
Shares1,576 from 1,565
Change+11 (+1%)
Value$265.4K (+$17.1K)
Filed 2026-10-16
Seelaus Asset Management LLC
NEW
Shares1,561
Change+1,561
Value$262.9K
Filed 2026-10-14
Financial Insights, Inc.
NEW
Shares1,559
Change+1,559
Value$262.6K
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares1,549 from 3,325
Change-1,776 (-53%)
Value$260.9K (-$266.5K)
Filed 2026-10-09
Asset Dedication, LLC
INCREASED
Shares1,547 from 1,519
Change+28 (+2%)
Value$260.5K (+$19.5K)
Filed 2026-11-03
FinArc Investments, Inc.
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$260.5K (+$15.1K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
NEW
Shares1,538
Change+1,538
Value$259.1K
Filed 2026-11-02
Portland Financial Advisors Inc
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$259.0K (+$15.0K)
Filed 2026-10-26
Crown Wealth Group, LLC
NEW
Shares1,531
Change+1,531
Value$257.9K
Filed 2026-10-19
Rockwood Wealth Management, LLC
INCREASED
Shares1,531 from 1,420
Change+111 (+8%)
Value$257.9K (+$32.6K)
Filed 2026-10-27
TruNorth Capital Management, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$256.0K (+$14.8K)
Filed 2026-10-14
Gray Private Wealth, LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$255.3K (+$14.8K)
Filed 2026-10-28
Purewater Capital LLC
DECREASED
Shares1,512 from 1,664
Change-152 (-9%)
Value$254.7K (-$9.3K)
Filed 2026-10-23
Fjell Capital, LLC
NEW
Shares1,502
Change+1,502
Value$253.0K
Filed 2026-10-13
Rinkey Investments
NEW
Shares1,500
Change+1,500
Value$252.6K
Filed 2026-10-28
Chris Bulman Inc
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$250.6K (+$14.5K)
Filed 2026-10-20
Tableaux LLC
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$249.6K (+$14.5K)
Filed 2026-10-23
Madison Park Capital Advisors, LLC
DECREASED
Shares1,479 from 1,930
Change-451 (-23%)
Value$249.1K (+$5.2K)
Filed 2026-10-28
WealthTrust Asset Management, LLC
DECREASED
Shares1,479 from 1,515
Change-36 (-2%)
Value$249.1K (+$8.7K)
Filed 2026-10-22
Samalin Investment Counsel, LLC
INCREASED
Shares1,476 from 1,459
Change+17 (+1%)
Value$248.5K (+$17.1K)
Filed 2026-10-23
Edge Wealth Management LLC
INCREASED
Shares1,475 from 1,474
Change+1 (+0%)
Value$249.2K (+$15.3K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
DECREASED
Shares1,468 from 1,937
Change-469 (-24%)
Value$247.2K (-$60.1K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares1,464 from 1,441
Change+23 (+2%)
Value$246.6K (+$17.9K)
Filed 2026-10-21
Missouri Trust & Investment Co
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$242.7K (+$8.5K)
Filed 2026-11-04
Cypress Wealth Services, LLC
UNCHANGED
Shares1,429 from 1,429
Change0 (0%)
Value$238.8K (+$12.0K)
Filed 2026-10-21
Alerus Financial NA
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$239.5K (+$13.9K)
Filed 2026-11-09
USA Financial Formulas
NEW
Shares1,410
Change+1,410
Value$237.5K
Filed 2026-10-16
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$237.5K (+$13.8K)
Filed 2026-11-05
RPG Investment Advisory, LLC
DECREASED
Shares1,407 from 3,882
Change-2,475 (-64%)
Value$236.9K (-$379.1K)
Filed 2026-10-21
Signaturefd, LLC
DECREASED
Shares1,405 from 1,512
Change-107 (-7%)
Value$236.6K (-$3.3K)
Filed 2026-10-23
Tepp RIA, LLC
NEW
Shares1,400
Change+1,400
Value$235.9K
Filed 2026-10-14
GEM Asset Management, LLC
NEW
Shares1,399
Change+1,399
Value$235.6K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,393 from 1,367
Change+26 (+2%)
Value$234.6K (+$17.7K)
Filed 2026-10-27
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares1,393 from 1,372
Change+21 (+2%)
Value$234.6K (+$16.9K)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares1,385 from 1,416
Change-31 (-2%)
Value$233.2K (+$8.6K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,383 from 1,390
Change-7 (0%)
Value$232.9K (+$12.4K)
Filed 2026-10-13
LongView Wealth Management
NEW
Shares1,374
Change+1,374
Value$231.5K
Filed 2026-10-19
Freedom Investment Management, Inc.
NEW
Shares1,373
Change+1,373
Value$231.3K
Filed 2026-11-09
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares1,373 from 1,368
Change+5 (+0%)
Value$231.2K (+$14.2K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
DECREASED
Shares1,365 from 2,206
Change-841 (-38%)
Value$229.9K (-$120.1K)
Filed 2026-10-26
Breakwater Capital Group
DECREASED
Shares1,364 from 1,370
Change-6 (0%)
Value$229.7K (+$12.4K)
Filed 2026-10-09
Argyle Capital Partners, LLC
DECREASED
Shares1,363 from 1,514
Change-151 (-10%)
Value$229.5K (-$10.6K)
Filed 2026-10-23
Semitam Bonam LLC
NEW
Shares1,360
Change+1,360
Value$229.1K
Filed 2026-10-27
Romano Brothers and Company
DECREASED
Shares1,360 from 1,653
Change-293 (-18%)
Value$229.1K (-$33.2K)
Filed 2026-10-22
LEE Danner & Bass Inc
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$228.5K (+$13.2K)
Filed 2026-10-27
StrongBox Wealth, LLC
DECREASED
Shares1,352 from 1,499
Change-147 (-10%)
Value$227.8K (-$10.2K)
Filed 2026-11-02
Left Brain Wealth Management, LLC
NEW
Shares1,343
Change+1,343
Value$226.2K
Filed 2026-10-28
Root Financial Partners, LLC
DECREASED
Shares1,337 from 1,388
Change-51 (-4%)
Value$225.2K (+$5.0K)
Filed 2026-10-21
Cooper Financial Group
NEW
Shares1,326
Change+1,326
Value$223.3K
Filed 2026-10-07
Mindset Wealth Management, LLC
NEW
Shares1,324
Change+1,324
Value$223.0K
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares1,321 from 925
Change+396 (+43%)
Value$222.5K (+$75.7K)
Filed 2026-11-05
Oxler Private Wealth LLC
INCREASED
Shares1,321 from 1,316
Change+5 (+0%)
Value$222.5K (+$13.6K)
Filed 2026-10-21
Kraematon Investment Advisors, Inc
INCREASED
Shares1,317 from 1,314
Change+3 (+0%)
Value$221.8K (+$13.3K)
Filed 2026-11-02
Stack Financial Management, Inc
DECREASED
Shares1,309 from 1,423
Change-114 (-8%)
Value$220.5K (-$5.3K)
Filed 2026-11-02
James J. Burns & Company, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$220.5K (+$12.8K)
Filed 2026-10-22
Richwood Investment Advisors, LLC
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$220.1K (+$12.8K)
Filed 2026-10-30
Summit Financial Strategies, Inc.
DECREASED
Shares1,306 from 1,407
Change-101 (-7%)
Value$220.0K (-$3.3K)
Filed 2026-10-14
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$220.0K (+$12.7K)
Filed 2026-10-23
Accredited Investors Inc.
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$218.4K (+$12.7K)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
DECREASED
Shares1,294 from 3,624
Change-2,330 (-64%)
Value$217.9K (-$357.0K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares1,292 from 1,310
Change-18 (-1%)
Value$217.6K (+$9.8K)
Filed 2026-10-20
Sherry Group, Inc.
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$217.3K (+$9.9K)
Filed 2026-10-09
Nautilus Advisors LLC
NEW
Shares1,289
Change+1,289
Value$217.2K
Filed 2026-10-07
N.E.W. Advisory Services LLC
INCREASED
Shares1,284 from 1,279
Change+5 (+0%)
Value$216.3K (+$13.4K)
Filed 2026-11-09
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,283 from 1,481
Change-198 (-13%)
Value$214.8K (-$20.2K)
Filed 2026-10-09
Gold Investment Management Ltd.
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$215.9K (+$12.5K)
Filed 2026-10-19
Advanced Asset Management Advisors Inc
INCREASED
Shares1,280 from 1,275
Change+5 (+0%)
Value$215.6K (+$13.3K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,276 from 1,039
Change+237 (+23%)
Value$214.9K (+$50.1K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
NEW
Shares1,274
Change+1,274
Value$214.6K
Filed 2026-11-06
Soundwatch Capital LLC
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$211.7K (+$9.6K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
DECREASED
Shares1,273 from 1,314
Change-41 (-3%)
Value$214.3K (+$5.8K)
Filed 2026-10-29
Archvest Wealth Advisors, Inc.
NEW
Shares1,271
Change+1,271
Value$214.0K
Filed 2026-10-29
Kaizen Financial Strategies
NEW
Shares1,270
Change+1,270
Value$213.9K
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
NEW
Shares1,258
Change+1,258
Value$211.9K
Filed 2026-11-02
Roan Capital Partners
NEW
Shares1,257
Change+1,257
Value$211.7K
Filed 2026-10-09
Argos Wealth Advisors, LLC
NEW
Shares1,257
Change+1,257
Value$211.7K
Filed 2026-11-02
Schorn Wealth LLC
DECREASED
Shares1,256 from 1,309
Change-53 (-4%)
Value$211.5K (+$3.8K)
Filed 2026-10-14
Baron Financial Group, LLC
NEW
Shares1,255
Change+1,255
Value$211.4K
Filed 2026-10-09
Verum Partners LLC
NEW
Shares1,255
Change+1,255
Value$211.4K
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
NEW
Shares1,252
Change+1,252
Value$210.5K
Filed 2026-10-13
Northstar Group, Inc.
NEW
Shares1,250
Change+1,250
Value$210.5K
Filed 2026-11-10
Thompson Siegel & Walmsley LLC
NEW
Shares1,248
Change+1,248
Value$210
Filed 2026-11-05
Able Wealth Management LLC
NEW
Shares1,245
Change+1,245
Value$208.4K
Filed 2026-10-13
Hudson Capital Management LLC
NEW
Shares1,244
Change+1,244
Value$209.5K
Filed 2026-10-20
Cornerstone Advisory, LLC
NEW
Shares1,243
Change+1,243
Value$209.3K
Filed 2026-11-06
Ryan Investment Management, Inc.
NEW
Shares1,240
Change+1,240
Value$208.8K
Filed 2026-10-20
Stevens Capital Partners
NEW
Shares1,240
Change+1,240
Value$208.9K
Filed 2026-10-29
Smithfield Trust Co
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$208 (-$196.8K)
Filed 2026-11-09
Cheviot Value Management, LLC
INCREASED
Shares1,229 from 1,056
Change+173 (+16%)
Value$207.0K (+$39.5K)
Filed 2026-11-09
Chicago Trust Co NA
NEW
Shares1,228
Change+1,228
Value$206.8K
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares1,225 from 365
Change+860 (+236%)
Value$206.3K (+$148.4K)
Filed 2026-10-30
Secure Asset Management, LLC
NEW
Shares1,224
Change+1,224
Value$206.1K
Filed 2026-10-19
Grant Private Wealth Management Inc
DECREASED
Shares1,224 from 1,534
Change-310 (-20%)
Value$206.1K (-$37.2K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
NEW
Shares1,216
Change+1,216
Value$204.8K
Filed 2026-11-06
Revisor Wealth Management LLC
DECREASED
Shares1,216 from 1,632
Change-416 (-25%)
Value$212.0K (-$47.0K)
Filed 2026-10-20
Claro Advisors Inc.
NEW
Shares1,212
Change+1,212
Value$204.1K
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares1,205 from 1,407
Change-202 (-14%)
Value$202.9K (-$20.4K)
Filed 2026-11-04
Altfest L J & Co Inc
NEW
Shares1,204
Change+1,204
Value$202.8K
Filed 2026-10-27
GreatBanc Trust Co
NEW
Shares1,202
Change+1,202
Value$202.4K
Filed 2026-11-04
AtlasMark Financial, Inc
NEW
Shares1,200
Change+1,200
Value$202.1K
Filed 2026-10-13
Berbice Capital Management LLC
NEW
Shares1,200
Change+1,200
Value$202.1K
Filed 2026-10-13
Optivise Advisory Services LLC
NEW
Shares1,192
Change+1,192
Value$200.8K
Filed 2026-10-19
AmeriServ Wealth Advisors
DECREASED
Shares1,190 from 1,627
Change-437 (-27%)
Value$200.4K (-$57.7K)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares1,168
Change+1,168
Value$196.7K
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares1,157
Change+1,157
Value$194.8K
Filed 2026-10-27
Global Trust Asset Management, LLC
INCREASED
Shares1,154 from 654
Change+500 (+76%)
Value$194.4K (+$90.6K)
Filed 2026-10-19
SYM Financial Corp
UNCHANGED
Shares1,149 from 1,149
Change0 (0%)
Value$193.5K (+$11.2K)
Filed 2026-10-26
Phillips Financial Management, LLC
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$193.2K (+$11.2K)
Filed 2026-10-19
Acropolis Investment Management, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$191.3K (+$11.1K)
Filed 2026-10-08
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$190.0K (+$11.0K)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares1,127 from 916
Change+211 (+23%)
Value$189.7K (+$44.4K)
Filed 2026-10-23
Albion Financial Group
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$187.1K (+$10.8K)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares1,102 from 1,099
Change+3 (+0%)
Value$185.6K (+$11.3K)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$184.6K (+$10.7K)
Filed 2026-10-26
Friedenthal Financial
NEW
Shares1,087
Change+1,087
Value$183.1K
Filed 2026-10-27
Townsend Asset Management Corp
INCREASED
Shares1,057 from 296
Change+761 (+257%)
Value$178.0K (+$131.0K)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares1,039 from 870
Change+169 (+19%)
Value$175.0K (+$37.0K)
Filed 2026-10-19
Morse Asset Management, Inc
DECREASED
Shares1,000 from 1,025
Change-25 (-2%)
Value$168.4K (+$5.8K)
Filed 2026-11-09
Community Financial Services Group, LLC
DECREASED
Shares997 from 1,097
Change-100 (-9%)
Value$165.7K (-$9.3K)
Filed 2026-10-15
Princeton Global Asset Management LLC
INCREASED
Shares958 from 953
Change+5 (+1%)
Value$161.4K (+$10.2K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares936 from 894
Change+42 (+5%)
Value$157.6K (+$15.8K)
Filed 2026-10-07
Armstrong Advisory Group, Inc
INCREASED
Shares935 from 767
Change+168 (+22%)
Value$157.5K (+$35.8K)
Filed 2026-10-09
Ascentis Wealth Management, LLC
INCREASED
Shares908 from 838
Change+70 (+8%)
Value$152.9K (+$20.0K)
Filed 2026-11-03
Union Savings Bank
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$151.9K (+$8.8K)
Filed 2026-10-14
Sage Mountain Advisors LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$148.2K (+$8.6K)
Filed 2026-11-02
Highland Investment Advisors LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$145.5K (+$8.5K)
Filed 2026-11-09
United Community Bank
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$140.3K (+$8.1K)
Filed 2026-10-28
Kingdom Financial Group Llc.
DECREASED
Shares815 from 835
Change-20 (-2%)
Value$137.3K (+$4.8K)
Filed 2026-11-04
NBH Bank
DECREASED
Shares811 from 986
Change-175 (-18%)
Value$136.6K (-$19.9K)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
NEW
Shares800
Change+800
Value$134.7K
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares790 from 627
Change+163 (+26%)
Value$133.0K (+$33.5K)
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares786
Change+786
Value$132.3K
Filed 2026-11-02
Winch Advisory Services, LLC
INCREASED
Shares775 from 562
Change+213 (+38%)
Value$130.6K (+$41.4K)
Filed 2026-11-06
Concord Wealth Partners
INCREASED
Shares767 from 538
Change+229 (+43%)
Value$129.2K (+$43.8K)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares728
Change+728
Value$122.6K
Filed 2026-10-13
Cdkv Holdings LLC
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$119.2K (+$6.9K)
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares703
Change+703
Value$118.5K
Filed 2026-10-14
Farmers & Merchants Investments Inc
DECREASED
Shares694 from 701
Change-7 (-1%)
Value$116.9K (+$5.7K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED
Shares689 from 707
Change-18 (-3%)
Value$116.0K (+$3.9K)
Filed 2026-10-15
Grove Bank & Trust
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$115.9K (+$6.7K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$115.8K (+$6.7K)
Filed 2026-10-20
Barrett & Company, Inc.
DECREASED
Shares679 from 719
Change-40 (-6%)
Value$114.4K (+$282)
Filed 2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$113 (+$7)
Filed 2026-10-13
First United Bank & Trust
INCREASED
Shares652 from 581
Change+71 (+12%)
Value$109.8K (+$17.6K)
Filed 2026-10-22
Investors Research Corp
DECREASED
Shares647 from 727
Change-80 (-11%)
Value$109.0K (-$6.4K)
Filed 2026-10-07
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$105.6K (+$6.1K)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares615 from 485
Change+130 (+27%)
Value$103.5K (+$26.6K)
Filed 2026-11-05
Markowski Investments
INCREASED
Shares614 from 313
Change+301 (+96%)
Value$103.5K (+$53.8K)
Filed 2026-10-30
Northstar Asset Management Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$107.4K (+$9.8K)
Filed 2026-10-22
SBK Financial, Inc.
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$100.2K (+$5.8K)
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$99.7K (+$5.8K)
Filed 2026-10-16
Align Financial, LLC
DECREASED
Shares588 from 893
Change-305 (-34%)
Value$99.0K (-$42.7K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$98.7K (+$5.7K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares585 from 508
Change+77 (+15%)
Value$98.5K (+$17.9K)
Filed 2026-10-30
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$97.7K (+$5.7K)
Filed 2026-10-28
Mondrian Investment Partners LTD
NEW
Shares552
Change+552
Value$97.0K
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares540
Change+540
Value$91.0K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares524 from 909
Change-385 (-42%)
Value$88.2K (-$56.0K)
Filed 2026-10-23
American National Bank & Trust
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$87.6K (+$5.1K)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$84.2K (+$4.9K)
Filed 2026-10-26
Hantz Financial Services, Inc.
INCREASED
Shares480 from 410
Change+70 (+17%)
Value$81 (-$64.9K)
Filed 2026-11-09
Cardiff Park Advisors, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$80.8K (+$4.7K)
Filed 2026-11-09
Pacifica Partners Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$79.8K (+$1.2K)
Filed 2026-10-09
Financial Perspectives, Inc
INCREASED
Shares473 from 466
Change+7 (+2%)
Value$79.7K (+$5.8K)
Filed 2026-11-03
Kozak & Associates, Inc.
DECREASED
Shares460 from 478
Change-18 (-4%)
Value$82.7K (+$6.4K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares456 from 454
Change+2 (+0%)
Value$76.8K (+$4.7K)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$70.2K (+$4.1K)
Filed 2026-10-21
Burk Holdings LLC
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$68.5K (+$4.0K)
Filed 2026-11-05
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$67.7K (+$3.9K)
Filed 2026-11-09
Wolff Wiese Magana LLC
INCREASED
Shares401 from 97
Change+304 (+313%)
Value$67.6K (+$52.2K)
Filed 2026-10-15
Provident Wealth Management, LLC
DECREASED
Shares400 from 1,142
Change-742 (-65%)
Value$67.4K (-$113.8K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$65.5K (+$3.8K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$64.2K (+$3.7K)
Filed 2026-10-02
Team Financial Group, LLC
NEW
Shares374
Change+374
Value$63.0K
Filed 2026-10-30
Paladin Advisory Group, LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$62.8K (+$3.6K)
Filed 2026-11-09
Keystone Financial Group, Inc.
DECREASED
Shares366 from 372
Change-6 (-2%)
Value$61.6K (+$2.6K)
Filed 2026-10-13
Key Capital Management, Inc
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$61.5K (+$3.6K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$61 (+$4)
Filed 2026-11-04
Olistico Wealth, LLC
INCREASED
Shares363 from 330
Change+33 (+10%)
Value$61.1K (+$8.8K)
Filed 2026-10-05
Signature Resources Capital Management, LLC
INCREASED
Shares355 from 321
Change+34 (+11%)
Value$59.8K (+$8.9K)
Filed 2026-10-16
Louisbourg Investments Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$58.1K (+$3.4K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$58.1K (+$3.4K)
Filed 2026-10-13
DeDora Capital, Inc.
NEW
Shares343
Change+343
Value$57.8K
Filed 2026-10-26
Morton Brown Family Wealth, LLC
INCREASED
Shares343 from 342
Change+1 (+0%)
Value$57.8K (+$3.5K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares338
Change+338
Value$58
Filed 2026-10-02
Financial Management Professionals, Inc.
DECREASED
Shares331 from 526
Change-195 (-37%)
Value$55.7K (-$27.7K)
Filed 2026-10-23
Bochk Asset Management Ltd
DECREASED
Shares320 from 20,440
Change-20,120 (-98%)
Value$53.9K (-$3.2M)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$52.5K (+$3.0K)
Filed 2026-10-22
Lloyd Advisory Services, Llc.
DECREASED
Shares310 from 351
Change-41 (-12%)
Value$52.3K (-$3.4K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares300 from 299
Change+1 (+0%)
Value$50.5K (+$3.1K)
Filed 2026-10-21
First Community Trust NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$50.5K (+$2.9K)
Filed 2026-10-07
Pinnacle Bancorp, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$50.5K (+$2.9K)
Filed 2026-10-21
Addison Advisors LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$50.2K (+$2.9K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares296 from 2,118
Change-1,822 (-86%)
Value$49.8K (-$286.5K)
Filed 2026-10-14
FNY Investment Advisers, LLC
DECREASED
Shares294 from 3,511
Change-3,217 (-92%)
Value$49 (-$508)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$51.2K (+$7.3K)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$46.0K (+$2.7K)
Filed 2026-10-26
Hanson & Doremus Investment Management
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$42 (-$40.0K)
Filed 2026-10-16
Knuff & Co LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$42.1K (+$2.4K)
Filed 2026-11-06
Rydar Equities, Inc.
NEW
Shares248
Change+248
Value$41.9K
Filed 2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$41.1K (+$2.4K)
Filed 2026-10-22
Clark Wealth Partners
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$40.9K (+$2.4K)
Filed 2026-10-19
Armor Investment Advisors, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$38.7K (+$2.2K)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares225 from 253
Change-28 (-11%)
Value$38 (-$40.0K)
Filed 2026-10-30
Bulwark Capital Corp
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$37.1K (+$2.1K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$37.1K (+$2.1K)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$36.9K (+$2.1K)
Filed 2026-11-05
Wagner Wealth Management, LLC
INCREASED
Shares217 from 216
Change+1 (+0%)
Value$36.5K (+$2.2K)
Filed 2026-10-21
IAG Wealth Partners, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$36.2K (+$2.1K)
Filed 2026-11-06
Adkins Seale Capital Management LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$36.2K (+$2.1K)
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$35.0K (+$2.0K)
Filed 2026-10-06
Roxbury Financial LLC
INCREASED
Shares207 from 206
Change+1 (+0%)
Value$34.8K (+$2.1K)
Filed 2026-10-01
Picton Mahoney Asset Management
DECREASED
Shares200 from 7,500
Change-7,300 (-97%)
Value$33.7K (-$1.2M)
Filed 2026-11-09
Fairway Wealth LLC
DECREASED
Shares197 from 226
Change-29 (-13%)
Value$33.2K (-$2.7K)
Filed 2026-10-30
PlanVest Financial, Inc
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$30.2K (+$1.8K)
Filed 2026-11-09
Gables Capital Management Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$29.5K (+$1.7K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares171 from 131
Change+40 (+31%)
Value$28.7K (+$8.0K)
Filed 2026-11-05
Steph & Co
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$28.6K (+$1.7K)
Filed 2026-10-07
Pioneer Family Office, LLC
INCREASED
Shares164 from 163
Change+1 (+1%)
Value$27.6K (+$1.8K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares157 from 126
Change+31 (+25%)
Value$26.4K (+$6.5K)
Filed 2026-10-26
Eukles Asset Management
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$26.1K (+$1.5K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$28.0K (+$1.9K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
NEW
Shares150
Change+150
Value$25.3K
Filed 2026-11-02
Citizens National Bank Trust Department
DECREASED
Shares150 from 400
Change-250 (-62%)
Value$25.3K (-$38.2K)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.3K (+$1.5K)
Filed 2026-10-23
Davis Capital Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.3K (+$1.5K)
Filed 2026-10-08
Luken Investment Analytics, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.3K (+$1.5K)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.3K (+$1.5K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$24.8K (+$1.5K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED
Shares146 from 145
Change+1 (+1%)
Value$56.7K (+$201)
Filed 2026-10-19
Park Square Financial Group, LLC
DECREASED
Shares144 from 164
Change-20 (-12%)
Value$24.3K (-$1.8K)
Filed 2026-11-09
Noble Wealth Management PBC
NEW
Shares140
Change+140
Value$23.6K
Filed 2026-10-01
WPG Advisers, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$23.4K (+$1.4K)
Filed 2026-10-27
Deutsche Bank Ag\
DECREASED
Shares136 from 576
Change-440 (-76%)
Value$22.9K (-$68.5K)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$22.7K (+$1.3K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$22.6K (+$1.3K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$22.2K (+$1.3K)
Filed 2026-10-28
Rakuten Securities, Inc.
DECREASED
Shares131 from 162
Change-31 (-19%)
Value$22.1K (-$3.6K)
Filed 2026-11-02
Livelsberger Financial Advisory
NEW
Shares130
Change+130
Value$21.9K
Filed 2026-10-28
Mainstream Capital Management LLC
NEW
Shares127
Change+127
Value$21.4K
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
NEW
Shares125
Change+125
Value$21.1K
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares113 from 102
Change+11 (+11%)
Value$19.0K (+$2.8K)
Filed 2026-10-07
Inspire Investing, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$19.0K (+$1.1K)
Filed 2026-10-22
NorthAvenue LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$17.9K (+$1.0K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
DECREASED
Shares105 from 165
Change-60 (-36%)
Value$17.7K (-$8.5K)
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$17.5K (+$1.0K)
Filed 2026-10-23
First Premier Bank
DECREASED
Shares102 from 111
Change-9 (-8%)
Value$17 (-$1)
Filed 2026-10-13
Trellis Wealth Advisors LLC
NEW
Shares100
Change+100
Value$16.8K
Filed 2026-10-19
Godfrey Financial Associates, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.8K (+$976)
Filed 2026-11-10
True Wealth Design, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.8K (+$976)
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.8K (+$976)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$16.2K (+$937)
Filed 2026-11-02
Ameliora Wealth Management Ltd.
NEW
Shares89
Change+89
Value$15.0K
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares89 from 730
Change-641 (-88%)
Value$15.0K (-$100.8K)
Filed 2026-10-16
Arvest Investments, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$14.1K (+$820)
Filed 2026-10-21
Rice Partnership, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.6K (+$791)
Filed 2026-11-09
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares80 from 276
Change-196 (-71%)
Value$13.5K (-$11.8K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$13.3K (+$771)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED
Shares74 from 73
Change+1 (+1%)
Value$12.6K (+$1.1K)
Filed 2026-10-27
Evermay Wealth Management LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$12.3K (+$712)
Filed 2026-11-05
High Point Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$11.8K (+$727)
Filed 2026-11-05
IMG Wealth Management, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$11.4K (+$699)
Filed 2026-10-27
Chapman Financial Group, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.9K (+$635)
Filed 2026-10-26
Balentine LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$10.6K (+$614)
Filed 2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$10.6K (+$615)
Filed 2026-11-03
Tompkins Financial Corp
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$10.4K (+$605)
Filed 2026-10-05
Valued Wealth Advisors LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$10.3K (+$595)
Filed 2026-11-05
Peterson Wealth Services
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.8K (+$566)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
NEW
Shares53
Change+53
Value$8.9K
Filed 2026-10-22
John Boyer, Inc.
NEW
Shares51
Change+51
Value$8.5K
Filed 2026-10-27
Lynch Investment Planning, LLC
NEW
Shares50
Change+50
Value$8.4K
Filed 2026-10-27
City State Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.4K (+$488)
Filed 2026-10-20
Philadelphia Investment Partners, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$8.0K (+$433)
Filed 2026-11-09
Redwood Park Advisors LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$7.6K (+$441)
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.1K (+$410)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
DECREASED
Shares41 from 270
Change-229 (-85%)
Value$6.9K (-$35.9K)
Filed 2026-10-15
Joseph Group Capital Management
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$6.1K (+$351)
Filed 2026-11-04
Blume Capital Management, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.9K (+$341)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares33 from 1
Change+32 (+3200%)
Value$5.5K (+$5.3K)
Filed 2026-11-04
Sfam, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.1K (+$293)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.9K (+$283)
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.1K (+$538)
Filed 2026-10-16
DecisionPoint Financial, LLC
NEW
Shares25
Change+25
Value$4.2K
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.2K (+$244)
Filed 2026-11-04
Great Lakes Advisors, LLC
NEW
Shares22
Change+22
Value$3.7K
Filed 2026-11-06
Mechanics Financial Corp
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.0K (+$176)
Filed 2026-11-05
TFC Financial Management, Inc.
NEW
Shares17
Change+17
Value$2.9K
Filed 2026-10-26
Southern Michigan Bank & Trust
NEW
Shares16
Change+16
Value$2.7K
Filed 2026-10-19
Valley National Advisers Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.7K (+$156)
Filed 2026-10-23
Go Invest LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.2K (+$133)
Filed 2026-10-09
Syntax Research, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.5K (+$88)
Filed 2026-11-04
Breakwater Investment Management
DECREASED
Shares8 from 369
Change-361 (-98%)
Value$1.3K (-$57.2K)
Filed 2026-10-20
Sawyer & Company, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (+$68)
Filed 2026-10-21
Creative Capital Management Investments LLC
NEW
Shares5
Change+5
Value$842
Filed 2026-10-28
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 40,928
Change-40,928 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-02
BNC Wealth Management, LLC
CLOSED
Shares0 from 25,135
Change-25,135 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-19
Retireful, LLC
CLOSED
Shares0 from 17,039
Change-17,039 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-09
SBI Okasan Asset Management Co.Ltd.
CLOSED
Shares0 from 15,620
Change-15,620 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-10
Cabana LLC
CLOSED
Shares0 from 15,451
Change-15,451 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Optimas Capital Ltd
CLOSED
Shares0 from 9,300
Change-9,300 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Connective Portfolio Management, LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-22
Guardian Partners Inc.
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Cox Capital Mgt LLC
CLOSED
Shares0 from 6,762
Change-6,762 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-07
Novem Group
CLOSED
Shares0 from 6,170
Change-6,170 (-100%)
Value$0 (-$978.9K)
Filed 2026-10-19
DLK Investment Management, LLC
CLOSED
Shares0 from 5,259
Change-5,259 (-100%)
Value$0 (-$766.5K)
Filed 2026-10-09
Rational Advisors, Inc.
CLOSED
Shares0 from 4,758
Change-4,758 (-100%)
Value$0 (-$754.9K)
Filed 2026-11-02
Verity Asset Management, Inc.
CLOSED
Shares0 from 4,190
Change-4,190 (-100%)
Value$0 (-$664.6K)
Filed 2026-10-30
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 3,968
Change-3,968 (-100%)
Value$0 (-$629.5K)
Filed 2026-10-07
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 3,178
Change-3,178 (-100%)
Value$0 (-$504.2K)
Filed 2026-11-05
Alterna Wealth Management, Inc
CLOSED
Shares0 from 2,988
Change-2,988 (-100%)
Value$0 (-$474.1K)
Filed 2026-10-27
West Michigan Advisors, LLC
CLOSED
Shares0 from 2,942
Change-2,942 (-100%)
Value$0 (-$466.8K)
Filed 2026-11-09
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 2,613
Change-2,613 (-100%)
Value$0 (-$414.6K)
Filed 2026-10-21
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 2,375
Change-2,375 (-100%)
Value$0 (-$376.9K)
Filed 2026-10-26
FCG Investment Co
CLOSED
Shares0 from 1,918
Change-1,918 (-100%)
Value$0 (-$304.3K)
Filed 2026-10-13
Brady Family Wealth, LLC
CLOSED
Shares0 from 1,895
Change-1,895 (-100%)
Value$0 (-$300.7K)
Filed 2026-11-02
Axim Planning & Wealth
CLOSED
Shares0 from 1,759
Change-1,759 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 1,635
Change-1,635 (-100%)
Value$0 (-$259.4K)
Filed 2026-10-13
Mizuho Markets Cayman LP
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$253.9K)
Filed 2026-11-09
Pinnacle Financial Group, LLC / IL
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-29
Cowa, LLC
CLOSED
Shares0 from 1,429
Change-1,429 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-30
Serenity Investment Advisors
CLOSED
Shares0 from 1,389
Change-1,389 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-30
Jamison Private Wealth Management, Inc.
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 852
Change-852 (-100%)
Value$0 (-$135.2K)
Filed 2026-10-07
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 701
Change-701 (-100%)
Value$0 (-$111.2K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$94.9K)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$87.9K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$62.3K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 384
Change-384 (-100%)
Value$0 (-$61.0K)
Filed 2026-10-13
Coastline Trust Co
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$54.7K)
Filed 2026-10-01
Wellington Grp LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$46.5K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 277
Change-277 (-100%)
Value$0 (-$44.0K)
Filed 2026-11-09
Gleason Group, Inc.
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$40.2K)
Filed 2026-10-15
BankPlus Trust Department
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$32.2K)
Filed 2026-11-06
Mcdonald Partners LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$20.3K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-26
Arlington Trust Co LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-20
Blueline Advisors LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-29
Hoey Investments, Inc
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-15
Evolution Wealth Management Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-28
Meramec Financial Planners, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-09
Quent Capital, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$635)
Filed 2026-11-09
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$273.3K (+$56.3K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 32,283,419
Change-32,283,419 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,036,140
Change-13,036,140 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,713,248
Change-11,713,248 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,613,797
Change-7,613,797 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,778,028
Change-6,778,028 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,138,311
Change-5,138,311 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,974,409
Change-4,974,409 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,241,978
Change-4,241,978 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,122,016
Change-3,122,016 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,016,769
Change-3,016,769 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,654,030
Change-2,654,030 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,319,229
Change-2,319,229 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,693,225
Change-1,693,225 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,669,613
Change-1,669,613 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,465,522
Change-1,465,522 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,148,086
Change-1,148,086 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 999,240
Change-999,240 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 983,436
Change-983,436 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 910,460
Change-910,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 819,649
Change-819,649 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 796,960
Change-796,960 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 761,100
Change-761,100 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 750,640
Change-750,640 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 713,602
Change-713,602 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 694,506
Change-694,506 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 686,781
Change-686,781 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 640,098
Change-640,098 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 628,300
Change-628,300 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 618,590
Change-618,590 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 581,605
Change-581,605 (-100%)
Value—
NWI Management LP
N/A
Shares— from 565,000
Change-565,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 562,031
Change-562,031 (-100%)
Value—
SRB Corp
N/A
Shares— from 556,818
Change-556,818 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 526,676
Change-526,676 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 515,327
Change-515,327 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 485,006
Change-485,006 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 445,151
Change-445,151 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 440,900
Change-440,900 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 434,744
Change-434,744 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 386,532
Change-386,532 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 379,833
Change-379,833 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 338,498
Change-338,498 (-100%)
Value—
Main Management LLC
N/A
Shares— from 330,667
Change-330,667 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 318,000
Change-318,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 277,455
Change-277,455 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 275,344
Change-275,344 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 275,041
Change-275,041 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 263,560
Change-263,560 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 263,099
Change-263,099 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 254,518
Change-254,518 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 248,509
Change-248,509 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 244,920
Change-244,920 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 235,348
Change-235,348 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 233,494
Change-233,494 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 229,299
Change-229,299 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 228,811
Change-228,811 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 227,969
Change-227,969 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 227,796
Change-227,796 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 211,065
Change-211,065 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 205,926
Change-205,926 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 202,434
Change-202,434 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 202,041
Change-202,041 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 201,000
Change-201,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 200,648
Change-200,648 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 197,847
Change-197,847 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 195,277
Change-195,277 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 194,090
Change-194,090 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 192,381
Change-192,381 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 192,131
Change-192,131 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 182,757
Change-182,757 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 178,802
Change-178,802 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 177,500
Change-177,500 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 175,306
Change-175,306 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 173,104
Change-173,104 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 167,229
Change-167,229 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 164,162
Change-164,162 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 162,794
Change-162,794 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 161,620
Change-161,620 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 148,494
Change-148,494 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 147,836
Change-147,836 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 136,619
Change-136,619 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 135,225
Change-135,225 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 132,006
Change-132,006 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 128,822
Change-128,822 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 125,999
Change-125,999 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 124,604
Change-124,604 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 123,460
Change-123,460 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 123,423
Change-123,423 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 120,076
Change-120,076 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 119,974
Change-119,974 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 116,103
Change-116,103 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 115,762
Change-115,762 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 114,998
Change-114,998 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 114,880
Change-114,880 (-100%)
Value—
Blair William & Co
N/A
Shares— from 113,200
Change-113,200 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 113,091
Change-113,091 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 113,079
Change-113,079 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 110,053
Change-110,053 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 107,957
Change-107,957 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 106,500
Change-106,500 (-100%)
Value—
State Street Corp
N/A
Shares— from 105,561
Change-105,561 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 105,190
Change-105,190 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 104,608
Change-104,608 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 95,439
Change-95,439 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 94,801
Change-94,801 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 90,815
Change-90,815 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 81,153
Change-81,153 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 80,275
Change-80,275 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 79,762
Change-79,762 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 78,860
Change-78,860 (-100%)
Value—
&partners
N/A
Shares— from 78,813
Change-78,813 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 77,358
Change-77,358 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 75,300
Change-75,300 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 75,277
Change-75,277 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 74,387
Change-74,387 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 70,487
Change-70,487 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 70,434
Change-70,434 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 69,664
Change-69,664 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 68,459
Change-68,459 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 67,957
Change-67,957 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 67,655
Change-67,655 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 66,614
Change-66,614 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 66,116
Change-66,116 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 63,088
Change-63,088 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 61,524
Change-61,524 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 61,084
Change-61,084 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 60,353
Change-60,353 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 60,054
Change-60,054 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 59,394
Change-59,394 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 56,875
Change-56,875 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 56,130
Change-56,130 (-100%)
Value—
Commerce Bank
N/A
Shares— from 53,039
Change-53,039 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 52,966
Change-52,966 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 52,330
Change-52,330 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 50,081
Change-50,081 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 50,079
Change-50,079 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 49,466
Change-49,466 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 49,094
Change-49,094 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 48,650
Change-48,650 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 47,495
Change-47,495 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 47,412
Change-47,412 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 47,304
Change-47,304 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 46,903
Change-46,903 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 45,869
Change-45,869 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 44,115
Change-44,115 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 43,761
Change-43,761 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 43,721
Change-43,721 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 43,394
Change-43,394 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 43,386
Change-43,386 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 42,480
Change-42,480 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 42,267
Change-42,267 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 42,165
Change-42,165 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 42,120
Change-42,120 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 41,321
Change-41,321 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,414
Change-40,414 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 39,753
Change-39,753 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 38,756
Change-38,756 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 37,854
Change-37,854 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 37,333
Change-37,333 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 36,802
Change-36,802 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 36,041
Change-36,041 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 35,892
Change-35,892 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 35,452
Change-35,452 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 34,703
Change-34,703 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 34,682
Change-34,682 (-100%)
Value—
Simmons Bank
N/A
Shares— from 34,182
Change-34,182 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 33,415
Change-33,415 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 32,911
Change-32,911 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 32,790
Change-32,790 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 32,269
Change-32,269 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,169
Change-32,169 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 32,117
Change-32,117 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,768
Change-31,768 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 31,479
Change-31,479 (-100%)
Value—
Stephens Inc
N/A
Shares— from 31,358
Change-31,358 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,774
Change-30,774 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 30,502
Change-30,502 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 30,235
Change-30,235 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,040
Change-30,040 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,506
Change-29,506 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 29,452
Change-29,452 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,946
Change-28,946 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 28,630
Change-28,630 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 28,491
Change-28,491 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 28,336
Change-28,336 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 27,842
Change-27,842 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 27,816
Change-27,816 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 27,434
Change-27,434 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 26,958
Change-26,958 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,619
Change-26,619 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 26,357
Change-26,357 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,330
Change-26,330 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,286
Change-26,286 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 26,217
Change-26,217 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 26,139
Change-26,139 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 26,113
Change-26,113 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 25,735
Change-25,735 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 25,563
Change-25,563 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,150
Change-25,150 (-100%)
Value—
Prudential PLC
N/A
Shares— from 25,150
Change-25,150 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,122
Change-24,122 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 24,067
Change-24,067 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 24,041
Change-24,041 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 23,956
Change-23,956 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 23,431
Change-23,431 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 22,755
Change-22,755 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 22,350
Change-22,350 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 22,321
Change-22,321 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,216
Change-22,216 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 22,132
Change-22,132 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 22,106
Change-22,106 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 22,074
Change-22,074 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 21,972
Change-21,972 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,723
Change-21,723 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 21,613
Change-21,613 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 21,526
Change-21,526 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,213
Change-21,213 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 21,131
Change-21,131 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,916
Change-20,916 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 20,670
Change-20,670 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 20,638
Change-20,638 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 20,629
Change-20,629 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20,623
Change-20,623 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 20,441
Change-20,441 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,407
Change-20,407 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 19,954
Change-19,954 (-100%)
Value—
Bank of Marin
N/A
Shares— from 19,872
Change-19,872 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 19,782
Change-19,782 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 19,602
Change-19,602 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 19,533
Change-19,533 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,290
Change-19,290 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 19,243
Change-19,243 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 19,237
Change-19,237 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 18,830
Change-18,830 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 18,680
Change-18,680 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 18,611
Change-18,611 (-100%)
Value—
FIL Ltd
N/A
Shares— from 18,471
Change-18,471 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,174
Change-18,174 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 17,764
Change-17,764 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 17,489
Change-17,489 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 17,383
Change-17,383 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 17,046
Change-17,046 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 17,034
Change-17,034 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,837
Change-16,837 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 16,104
Change-16,104 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 16,025
Change-16,025 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 15,937
Change-15,937 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 15,686
Change-15,686 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 15,514
Change-15,514 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 15,446
Change-15,446 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 15,233
Change-15,233 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,197
Change-15,197 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,193
Change-15,193 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 15,159
Change-15,159 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,920
Change-14,920 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 14,588
Change-14,588 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 14,554
Change-14,554 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 14,535
Change-14,535 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 14,494
Change-14,494 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14,432
Change-14,432 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,390
Change-14,390 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 14,271
Change-14,271 (-100%)
Value—
Fore Capital, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 13,931
Change-13,931 (-100%)
Value—
Straightline Group LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,720
Change-13,720 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 13,558
Change-13,558 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,154
Change-13,154 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 13,145
Change-13,145 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,956
Change-12,956 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 12,762
Change-12,762 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,526
Change-12,526 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 11,794
Change-11,794 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 10,364
Change-10,364 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,297
Change-10,297 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,911
Change-9,911 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 9,154
Change-9,154 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,124
Change-9,124 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 8,730
Change-8,730 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,517
Change-8,517 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,999
Change-7,999 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,861
Change-7,861 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,635
Change-7,635 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 7,475
Change-7,475 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 6,938
Change-6,938 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,353
Change-6,353 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,936
Change-5,936 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Quarry LP
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Daiichi Life International Holdings LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 986
Change-986 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Man Group plc
N/A
Shares— from 922
Change-922 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 842
Change-842 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 793
Change-793 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 762
Change-762 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 654
Change-654 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 654
Change-654 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 580
Change-580 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 566
Change-566 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 553
Change-553 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 550
Change-550 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
EFG International AG
N/A
Shares— from 514
Change-514 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 351
Change-351 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 338
Change-338 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 334
Change-334 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 333
Change-333 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 327
Change-327 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 315
Change-315 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 272
Change-272 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 272
Change-272 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 266
Change-266 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 193
Change-193 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 170
Change-170 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 91
Change-91 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 90
Change-90 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
NCP Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 28
Change-28 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED6,571,8965,862,907+708,989+12%$930.2M$1.1B+$176.6M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED3,412,2933,634,449-222,156-6%$576.6M$574.7K-$576.1M2026-11-02
Citigroup Inc
INCREASED3,303,2851,105,268+2,198,017+199%$175.4M$556.3M+$381.0M2026-11-04
Truist Financial Corp
DECREASED2,247,4072,371,350-123,943-5%$376.2M$378.5M+$2.3M2026-10-30
WestEnd Advisors, LLC
DECREASED1,748,9241,949,867-200,943-10%$309.4M$294.6M-$14.8M2026-10-27
Jordan Park Group LLC
DECREASED1,392,6291,415,160-22,531-2%$224.5M$234.5M+$10.0M2026-11-06
Bank of Montreal
INCREASED1,346,944337,628+1,009,316+299%$53.6M$226.9M+$173.3M2026-11-09
Meitav Investment House LTD
INCREASED1,298,4801,219,207+79,273+7%$193.4M$218.7M+$25.2M2026-10-28
Phoenix Financial Ltd.
INCREASED1,008,3061,004,740+3,566+0%$159.4M$169.8M+$10.4M2026-11-09
Migdal Insurance & Financial Holdings Ltd.
DECREASED938,0501,033,549-95,499-9%$164.0M$158.0M-$6.0M2026-11-09
AGF Management LTD
DECREASED656,983722,959-65,976-9%$114.7M$110.6M-$4.1M2026-11-03
HighTower Advisors, LLC
INCREASED553,857548,802+5,055+1%$87.1M$93.3M+$6.2M2026-11-10
Barclays PLC
DECREASED533,1522,697,716-2,164,564-80%$428.0M$89.8M-$338.2M2026-11-06
Greenwood Gearhart LLC
DECREASED477,244479,226-1,9820%$76.0M$80.4M+$4.3M2026-11-02
Vestor Capital, LLC
INCREASED472,5051,500+471,005+31400%$98$25.7K+$25.6K2026-11-04
Conservest Capital Advisors, Inc.
INCREASED471,692468,151+3,541+1%$74.3M$79.4M+$5.2M2026-11-09
Ayalon Insurance Comp Ltd.
INCREASED441,909204,009+237,900+117%$32.4K$74.4K+$42.1K2026-10-08
Gerber Kawasaki Wealth & Investment Management
INCREASED432,816417,803+15,013+4%$66.3M$72.9M+$6.6M2026-10-29
US Bancorp \de\
DECREASED404,335405,297-9620%$64.3M$68.1M+$3.8M2026-11-05
TD Waterhouse Canada Inc.
INCREASED375,687359,087+16,600+5%$57.3M$62.4M+$5.1M2026-10-16
Commonwealth Equity Services, LLC
DECREASED346,663357,584-10,921-3%$56.7M$58.4M+$1.7M2026-11-02
KCM Investment Advisors LLC
DECREASED343,175349,376-6,201-2%$55.4M$57.8M+$2.4M2026-10-27
J.Safra Asset Management Corp
DECREASED332,308454,218-121,910-27%$72.1M$56.0M-$16.1M2026-11-03
Capital Investment Advisors, LLC
DECREASED330,598335,320-4,722-1%$53.2M$55.7M+$2.5M2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED310,567340,013-29,446-9%$53.9M$52.3M-$1.6M2026-10-29
Assetmark, Inc
INCREASED288,760248,542+40,218+16%$39.4M$48.6M+$9.2M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED269,543295,654-26,111-9%$46.9M$45.4K-$46.9M2026-11-02
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED269,341269,34100%$42.7M$45.4M+$2.6M2026-11-09
Krilogy Financial LLC
INCREASED255,996243,713+12,283+5%$38.7M$44.0M+$5.4M2026-10-13
Thrivent Financial for Lutherans
INCREASED254,973137,706+117,267+85%$21.8M$42.6K-$21.8M2026-11-05
Money Concepts Capital Corp
INCREASED251,03224,533+226,499+923%$3.9M$42.3M+$38.4M2026-11-06
Fisher Asset Management, LLC
INCREASED250,435152,137+98,298+65%$24.1M$42.2M+$18.0M2026-11-06
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
INCREASED235,800177,800+58,000+33%$28.2M$39.7M+$11.5M2026-10-29
Wharton Business Group, LLC
DECREASED222,629232,139-9,510-4%$36.8M$37.5M+$664.2K2026-11-09
Fifth Third Bancorp
INCREASED221,177219,080+2,097+1%$34.8M$37.3M+$2.5M2026-11-05
Trek Financial, LLC
INCREASED214,481127,631+86,850+68%$20.2M$36.1M+$15.9M2026-10-29
PNC Financial Services Group, Inc.
DECREASED210,940213,270-2,330-1%$33.8M$35.5M+$1.7M2026-11-06
Stonebridge Financial Group, LLC
INCREASED201,19728,355+172,842+610%$4.5M$33.9M+$29.4M2026-10-01
Mirae Asset Securities (USA) Inc.
NEW200,852—+200,852——$33.8M—2026-10-15
Element Pointe Advisors, LLC
INCREASED198,09811,867+186,231+1569%$1.9M$33.4M+$31.5M2026-10-21
Onyx Bridge Wealth Group LLC
NEW189,523—+189,523——$31.9M—2026-10-16
Advisors Preferred, LLC
INCREASED188,6813,400+185,281+5449%$556.7K$31.4M+$30.8M2026-11-09
Makena Capital Management LLC
DECREASED183,658197,201-13,543-7%$31.3M$30.9M-$356.2K2026-11-06
Biltmore Wealth Management, LLC
DECREASED180,862181,609-7470%$28.8M$30.5M+$1.6M2026-10-09
Kestra Advisory Services, LLC
INCREASED178,305146,252+32,053+22%$23.2M$30.0M+$6.8M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED177,895164,960+12,935+8%$26.2M$30.0M+$3.8M2026-10-16
Kwmg, LLC
INCREASED175,100168,085+7,015+4%$26.7M$29.5M+$2.8M2026-10-07
Tamar Securities, LLC
INCREASED174,394155,324+19,070+12%$24.6M$29.4M+$4.7M2026-11-03
Trilogy Capital Inc.
INCREASED173,17526,645+146,530+550%$4.2M$29.2M+$24.9M2026-10-20
SP Asset Management LLC
DECREASED168,497171,889-3,392-2%$27.3M$28.4M+$1.1M2026-11-05
Means Investment Co., Inc.
DECREASED167,880170,810-2,930-2%$27.1M$28.3M+$1.2M2026-11-03
Bellwether Advisors, LLC
INCREASED167,713142,132+25,581+18%$22.6M$28.2M+$5.7M2026-11-09
Financial Advisory Corp
INCREASED166,865166,691+174+0%$26.4M$28.1M+$1.7M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED157,743130,994+26,749+20%$21.1M$26.3M+$5.2M2026-10-13
Rockport Wealth LLC
INCREASED155,794152,748+3,046+2%$24.2M$26.2M+$2.0M2026-11-03
IMZ Advisory Inc
DECREASED150,527152,784-2,257-1%$24.2M$25.4M+$1.1M2026-11-03
Creative Planning
INCREASED148,366145,102+3,264+2%$23.0M$25.0M+$2.0M2026-11-02
AlphaCore Capital LLC
INCREASED145,37679,761+65,615+82%$12.7M$24.5M+$11.8M2026-11-04
Lighthouse Financial Services Inc
INCREASED145,353145,176+177+0%$23.2M$24.5M+$1.3M2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED142,976144,201-1,225-1%$22.9M$24.1M+$1.2M2026-11-03
Davenport & Co LLC
INCREASED141,053126,203+14,850+12%$20.0M$23.8M+$3.7M2026-10-14
Park Avenue Securities LLC
INCREASED139,86363,237+76,626+121%$10.0M$23.6K-$10.0M2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED138,567141,334-2,767-2%$22.4M$23.3M+$913.4K2026-10-09
Exchange Traded Concepts, LLC
INCREASED127,403124,861+2,542+2%$19.8M$21.5M+$1.6M2026-10-28
HighPoint Advisor Group LLC
INCREASED124,588116,525+8,063+7%$18.5M$21.0M+$2.5M2026-11-09
Intrua Financial, LLC
INCREASED122,51470,388+52,126+74%$11.2M$20.6M+$9.5M2026-10-28
Farther Finance Advisors, LLC
DECREASED115,280407,509-292,229-72%$64.7M$19.4M-$45.3M2026-10-08
New Harbor Financial Group, LLC
NEW114,023—+114,023——$19.2M—2026-10-22
Oppenheimer Asset Management Inc.
INCREASED110,796107,935+2,861+3%$17.1M$18.7M+$1.5M2026-10-27
Allen Wealth Management, LLC
INCREASED108,415102,979+5,436+5%$16.3M$18.3M+$1.9M2026-10-29
First Interstate Bank
DECREASED108,377112,753-4,376-4%$17.9M$18.3M+$363.5K2026-10-23
Atria Investments, Inc
INCREASED108,06160,500+47,561+79%$9.6M$18.2M+$8.6M2026-10-15
Country Trust Bank
DECREASED107,282108,168-886-1%$17.2M$18.1M+$906.5K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED104,449101,960+2,489+2%$16.2M$17.6M+$1.4M2026-11-05
Analyst IMS Investment Management Services Ltd.
DECREASED104,066104,131-650%$16.5M$17.5K-$16.5M2026-11-05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED99,24099,24000%$15.7M$16.7M+$968.6K2026-11-09
BAR Harbor Wealth Management
DECREASED98,49998,551-520%$15.6M$16.6M+$953.1K2026-10-21
Oppenheimer & Co Inc
INCREASED97,97880,952+17,026+21%$12.8M$16.5M+$3.7M2026-10-26
Salomon & Ludwin, LLC
DECREASED97,87999,600-1,721-2%$15.9M$16.5M+$552.5K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED96,30792,437+3,870+4%$14.7M$16.2M+$1.6M2026-10-26
Squarepoint Ops LLC
INCREASED95,37061,544+33,826+55%$9.8M$16.1M+$6.3M2026-11-09
Balance Wealth Partners LLC
INCREASED94,17989,514+4,665+5%$14.2M$15.9M+$1.7M2026-10-27
Valence8 US LP
INCREASED93,62993,378+251+0%$14.8M$15.8M+$953.6K2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED93,17790,677+2,500+3%$14.4M$15.7M+$1.3M2026-10-08
Valmark Advisers, Inc.
DECREASED91,53993,043-1,504-2%$14.8M$15.4M+$654.8K2026-11-06
Pachira Investments Inc.
INCREASED91,07375,669+15,404+20%$12.0M$15.3M+$3.3M2026-10-14
Evolution Wealth Advisors, LLC
INCREASED90,85485,624+5,230+6%$13.6M$15.3M+$1.7M2026-11-03
Keybank National Association
DECREASED90,02390,436-4130%$14.3M$15.2M+$813.1K2026-11-04
Perigon Wealth Management, LLC
DECREASED89,35595,670-6,315-7%$15.2M$15.0M-$129.9K2026-10-22
Asset Advisors Investment Management, LLC
INCREASED88,97286,271+2,701+3%$13.7M$15.0M+$1.3M2026-10-19
Lowe Brockenbrough & Co Inc
INCREASED88,83887,807+1,031+1%$13.9M$15.0M+$1.0M2026-11-09
Brookstone Capital Management
INCREASED88,80468,779+20,025+29%$10.9M$15.0M+$4.0M2026-10-22
Archon Partners LLC
INCREASED88,00080,000+8,000+10%$12.7M$14.8M+$2.1M2026-10-26
Sollinda Capital Management LLC
NEW83,350—+83,350——$14.0M—2026-11-09
Robertson Stephens Wealth Management, LLC
DECREASED81,85088,280-6,430-7%$14.0M$13.8M-$221.3K2026-10-16
Csenge Advisory Group
DECREASED81,38482,255-871-1%$13.1M$13.7M+$656.2K2026-11-04
Lido Advisors, LLC
INCREASED80,67479,669+1,005+1%$12.6M$13.6M+$946.9K2026-11-04
Compass Wealth Management, LLC
INCREASED80,25276,350+3,902+5%$12.1M$13.5M+$1.4M2026-10-30
Founders Financial Securities LLC
INCREASED79,40149,506+29,895+60%$7.9M$13.4M+$5.5M2026-10-28
Mather Group, Llc.
INCREASED79,28641,086+38,200+93%$6.5M$13.4M+$6.8M2026-10-14
Spire Wealth Management
DECREASED78,63679,000-3640%$12.5M$13.2M+$709.5K2026-10-30
Wespac Advisors SoCal, LLC
INCREASED78,20069,416+8,784+13%$11.0M$13.2M+$2.2M2026-10-13
Old National Bancorp
DECREASED78,10982,366-4,257-5%$13.1M$13.2M+$86.9K2026-10-20
Petredis Investment Advisors LLC
INCREASED77,03776,536+501+1%$12.1M$13.0M+$831.4K2026-10-20
Clear Creek Financial Management, LLC
INCREASED76,44324,721+51,722+209%$3.9M$12.9M+$9.0M2026-10-28
WBH Advisory Inc
INCREASED75,94667,750+8,196+12%$10.7M$12.8M+$2.0M2026-11-05
CMH Wealth Management LLC
INCREASED75,33872,630+2,708+4%$11.5M$12.7M+$1.2M2026-10-22
Eagle Wealth Strategies LLC
DECREASED75,06576,209-1,144-1%$12.1M$12.6M+$551.1K2026-10-20
Hobart Private Capital, LLC
INCREASED74,99274,022+970+1%$11.7M$12.6M+$885.8K2026-10-19
Carnegie Investment Counsel
INCREASED74,11273,301+811+1%$11.6M$12.5M+$852.1K2026-10-20
Simon Quick Advisors, LLC
DECREASED71,28587,291-16,006-18%$13.8M$12.0M-$1.8M2026-10-26
Jefferies Financial Group Inc.
DECREASED70,000150,963-80,963-54%$24.0M$11.8M-$12.2M2026-11-05
Q3 Asset Management
NEW69,192—+69,192——$11.6K—2026-11-06
Parkside Investments, LLC
DECREASED68,17772,224-4,047-6%$11.5M$11.5M+$23.4K2026-10-20
Lebenthal Global Advisors, LLC
INCREASED67,42367,285+138+0%$10.7M$11.4M+$680.0K2026-10-28
Independent Financial Group, LLC
INCREASED66,20444,496+21,708+49%$7.1M$11.1M+$4.1M2026-10-13
Strategic Advisory Partners, LLC
INCREASED65,72963,412+2,317+4%$10.1M$11.1M+$1.0M2026-11-06
Measured Wealth Private Client Group, LLC
DECREASED65,24268,105-2,863-4%$10.8M$11.0M+$182.5K2026-11-10
Toth Financial Advisory Corp
INCREASED65,02462,038+2,986+5%$9.8M$11.0M+$1.1M2026-10-08
Thor Trading Advisors, LLC
NEW64,230—+64,230——$10.8M—2026-11-05
Ameraudi Asset Management, Inc.
DECREASED63,46864,612-1,144-2%$10.3M$10.7M+$437.9K2026-11-05
Winthrop Capital Management, LLC
DECREASED62,35465,145-2,791-4%$10.3M$10.5M+$165.7K2026-11-05
Lake Hills Wealth Management, LLC
NEW61,569—+61,569——$10.4M—2026-10-07
Capital Investment Counsel, LLC
INCREASED61,43961,096+343+1%$9.7M$10.3M+$654.1K2026-10-14
Forbes J M & Co LLP
INCREASED61,37054,169+7,201+13%$8.6M$10.3M+$1.7M2026-10-16
IFP Advisors, Inc
DECREASED60,77861,149-371-1%$9.7M$10.2M+$534.3K2026-10-16
Constitution Capital LLC
INCREASED60,70859,280+1,428+2%$9.4M$10.2M+$819.1K2026-10-23
Royal Fund Management, LLC
NEW60,451—+60,451——$10.2M—2026-10-22
Meridian Wealth Management, LLC
INCREASED60,39959,932+467+1%$9.5M$10.2M+$656.7K2026-11-05
Cairn Investment Group, Inc.
DECREASED59,79060,400-610-1%$9.6M$10.1K-$9.6M2026-11-04
Corecam Pte. Ltd.
INCREASED58,15056,550+1,600+3%$9.0M$9.8M+$822.0K2026-10-23
Union Bancaire Privee, UBP SA
INCREASED57,91835,568+22,350+63%$5.7M$8.9M+$3.2M2026-11-04
Lyell Wealth Management, LP
INCREASED57,91755,725+2,192+4%$8.8M$9.8M+$913.1K2026-10-30
TCV Trust & Wealth Management, Inc.
INCREASED57,49155,859+1,632+3%$8.9M$9.7M+$820.0K2026-10-16
Fortis Group Advisors, LLC
INCREASED57,34436,110+21,234+59%$5.7M$10.6M+$4.9M2026-11-06
High Note Wealth, LLC
DECREASED56,59059,664-3,074-5%$9.5M$9.5M+$64.5K2026-10-27
Larson Financial Group LLC
INCREASED56,50237,542+18,960+51%$6.0M$9.5M+$3.6M2026-11-05
First Merchants Corp
DECREASED56,42757,124-697-1%$9.1M$9.5M+$440.1K2026-10-15
Journey Advisory Group, LLC
DECREASED55,52457,962-2,438-4%$9.2M$9.4M+$155.1K2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED55,00015,000+40,000+267%$2.4M$9.3M+$6.9M2026-11-03
VestGen Advisors, LLC
INCREASED54,64624,517+30,129+123%$3.9M$9.2M+$5.3M2026-10-27
Independence Wealth Advisors, LLC
INCREASED54,08253,394+688+1%$8.5M$9.1M+$637.6K2026-10-29
Innealta Capital, LLC
INCREASED53,76327,675+26,088+94%$4.4M$9.1M+$4.7M2026-11-02
Howard Capital Management Group, LLC
DECREASED53,53968,150-14,611-21%$10.8M$9.0M-$1.8M2026-10-16
Bank Hapoalim BM
INCREASED52,34150,796+1,545+3%$8.1M$8.8K-$8.1M2026-11-10
Signal Advisors Wealth, LLC
INCREASED51,96610,721+41,245+385%$1.7M$8.8M+$7.1M2026-10-13
BigSur Wealth Management LLC
INCREASED51,47348,203+3,270+7%$7.6M$8.7M+$1.0M2026-10-13
Natixis
DECREASED51,320419,940-368,620-88%$66.6M$8.6M-$58.0M2026-11-06
3Edge Asset Management, LP
INCREASED51,12946,628+4,501+10%$7.4M$8.6M+$1.2M2026-10-30
Essex LLC
INCREASED50,92949,769+1,160+2%$7.9M$8.6M+$681.0K2026-10-14
Madrid Financial Services
NEW50,776—+50,776——$8.6M—2026-11-03
Theory Financial LLC
INCREASED50,49630,610+19,886+65%$4.9M$8.5M+$3.6M2026-11-09
CVS Health Corp
NEW50,000—+50,000——$8.4M—2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED49,01449,914-900-2%$7.9M$8.3M+$335.5K2026-10-16
WealthCare Asset Management, LLC
DECREASED48,46376,906-28,443-37%$12.2M$8.2M-$4.0M2026-10-26
Patten & Patten Inc
INCREASED47,63045,450+2,180+5%$7.2M$8.0M+$810.7K2026-10-26
Orange Investment Advisors, Inc.
DECREASED47,09750,164-3,067-6%$8.0M$7.9M-$27.0K2026-10-23
Silphium Asset Management Ltd
INCREASED45,06528,595+16,470+58%$4.5M$7.6M+$3.1M2026-10-27
Annex Advisory Services, LLC
INCREASED45,01644,670+346+1%$7.1M$7.6M+$494.2K2026-10-16
Harbour Investments, Inc.
DECREASED44,74947,406-2,657-6%$7.5M$7.5M+$15.1K2026-11-09
Western Wealth Management, LLC
DECREASED44,38947,904-3,515-7%$7.6M$7.5M-$124.4K2026-11-09
Foronjy Financial LLC
DECREASED44,37050,354-5,984-12%$8.0M$7.5M-$516.4K2026-10-14
Sigma Planning Corp
DECREASED44,31444,434-1200%$7.0M$7.4M+$399.1K2026-10-23
Prospera Financial Services Inc
INCREASED43,75736,908+6,849+19%$5.9M$8.1M+$2.2M2026-11-04
Integrated Advisors Network LLC
INCREASED43,72339,922+3,801+10%$6.3M$7.4M+$1.0M2026-10-20
Financial Enhancement Group LLC
NEW43,630—+43,630——$7.4M—2026-10-08
Montag A & Associates Inc
INCREASED42,93630,534+12,402+41%$4.8M$7.2M+$2.4M2026-10-29
Peterson Wealth Management
INCREASED42,70042,142+558+1%$6.7M$7.2M+$505.3K2026-11-06
Fifth Third Securities, Inc.
DECREASED42,50443,406-902-2%$6.9M$7.2M+$271.8K2026-10-21
Woodmont Investment Counsel LLC
INCREASED42,14240,994+1,148+3%$6.5M$7.1M+$593.4K2026-10-29
Stockman Wealth Management, Inc.
INCREASED42,09241,697+395+1%$6.6M$7.1M+$473.4K2026-10-27
Certuity, LLC
INCREASED42,05933,453+8,606+26%$5.3M$7.1M+$1.8M2026-11-02
Bank of New York Mellon Corp
INCREASED41,77133,424+8,347+25%$5.3M$7.0M+$1.7M2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED41,20641,050+156+0%$6.5M$6.9M+$427.0K2026-11-04
Busey Bank
INCREASED41,02640,954+72+0%$6.5M$6.9M+$411.8K2026-10-26
Bonfire Financial
INCREASED40,98240,088+894+2%$6.4M$6.9M+$541.8K2026-11-06
Keystone Global Partners, LLC
DECREASED40,97075,564-34,594-46%$12.0M$6.9M-$5.1M2026-10-13
Chemung Canal Trust Co
DECREASED40,59449,795-9,201-18%$7.9M$6.8M-$1.1M2026-11-04
5th Street Advisors, LLC
DECREASED40,12140,203-820%$6.4M$6.8M+$378.5K2026-11-04
Arta Finance Wealth Management LLC
DECREASED39,76357,207-17,444-30%$9.1M$6.7M-$2.4M2026-10-28
Tritonpoint Wealth, LLC
DECREASED39,72441,245-1,521-4%$6.5M$6.7M+$146.4K2026-10-19
Westside Investment Management, Inc.
INCREASED39,27739,260+17+0%$6.2M$6.6M+$373.6K2026-11-02
Merit Financial Group, LLC
INCREASED39,22637,289+1,937+5%$5.9M$6.6M+$690.3K2026-11-06
Nvwm, LLC
INCREASED38,76337,469+1,294+3%$5.9M$6.5M+$583.7K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED38,18433,804+4,380+13%$5.4M$6.4M+$1.1M2026-11-05
Algorithmic Investment Models, LLC
INCREASED38,01932,840+5,179+16%$5.2M$6.4M+$1.2M2026-11-04
Cooksen Wealth, LLC
INCREASED37,96537,791+174+0%$6.0M$6.5M+$488.8K2026-10-13
Banco Santander, S.A.
DECREASED37,42246,177-8,755-19%$7.3M$6.3M-$1.0M2026-11-10
Sowell Financial Services LLC
INCREASED37,10030,090+7,010+23%$4.8M$6.2M+$1.5M2026-10-23
Soltis Investment Advisors LLC
INCREASED36,8998,448+28,451+337%$1.3M$6.2M+$4.9M2026-10-28
Es4, LLC
DECREASED36,63738,218-1,581-4%$6.1M$6.2M+$106.7K2026-11-09
Sharper & Granite LLC
INCREASED36,59736,275+322+1%$5.8M$5.4M-$389.9K2026-11-02
Obermeyer Wealth Partners
INCREASED36,31133,946+2,365+7%$5.4M$6.1M+$729.6K2026-10-21
IFG Advisory, LLC
INCREASED35,95622,615+13,341+59%$3.6M$6.1M+$2.5M2026-11-09
Wealthfront Advisers LLC
INCREASED35,77634,392+1,384+4%$5.5M$6.0M+$568.8K2026-11-09
Vise Technologies, Inc.
DECREASED35,76437,150-1,386-4%$5.9M$6.0M+$129.2K2026-10-29
Pinnacle Associates LTD
DECREASED35,69236,241-549-2%$5.7M$6.0M+$261.3K2026-10-20
Magnus Financial Group LLC
INCREASED35,53734,168+1,369+4%$5.4M$6.0M+$564.1K2026-10-21
Simplicity Wealth,LLC
INCREASED35,43535,066+369+1%$5.6M$6.0M+$404.5K2026-10-23
10Elms LLP
DECREASED34,99535,447-452-1%$5.6M$5.9M+$269.8K2026-11-06
Apollon Financial, LLC
DECREASED34,90136,185-1,284-4%$5.7M$5.9M+$136.9K2026-10-23
Occidental Asset Management, LLC
INCREASED34,61033,676+934+3%$5.3M$5.8M+$485.9K2026-11-05
TCP Asset Management, LLC
DECREASED34,32234,604-282-1%$5.5M$5.7M+$213.4K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED34,19734,223-260%$5.4M$5.8M+$329.6K2026-10-20
HB Wealth Management, LLC
INCREASED34,17932,869+1,310+4%$5.2M$5.8M+$541.4K2026-10-23
Vaughan David Investments LLC
DECREASED33,72034,992-1,272-4%$5.6M$5.7K-$5.5M2026-11-05
VMS Asset Management Limited
NEW33,600—+33,600——$5.7M—2026-10-15
Pacific Wealth Management
NEW33,577—+33,577——$5.7M—2026-10-05
SteelPeak Wealth, LLC
INCREASED33,27527,492+5,783+21%$4.4M$5.6M+$1.2M2026-10-16
Kennicott Capital Management LLC
INCREASED33,06832,889+179+1%$5.2M$5.6M+$351.1K2026-10-16
Herbst Group, LLC
DECREASED32,77033,587-817-2%$5.3M$5.5M+$190.2K2026-10-20
Sage Capital Advisors,llc
DECREASED32,73759,226-26,489-45%$9.4M$5.5M-$3.9M2026-10-13
Accurate Wealth Management, LLC
NEW31,965—+31,965——$5.4M—2026-10-20
Midwest Trust Co
DECREASED31,46031,929-469-1%$5.1M$5.3M+$232.6K2026-10-22
IronBridge Private Wealth, LLC
NEW31,152—+31,152——$5.2M—2026-11-03
Level Four Advisory Services, LLC
DECREASED31,14531,722-577-2%$5.0M$5.2M+$212.5K2026-11-06
Financial Freedom, LLC
DECREASED31,02435,507-4,483-13%$5.6M$5.2M-$408.6K2026-11-06
Premier Path Wealth Partners, LLC
DECREASED31,00151,369-20,368-40%$8.2M$5.2M-$2.9M2026-10-16
PFG Advisors
INCREASED30,99820,814+10,184+49%$3.3M$5.2M+$1.9M2026-10-16
Spectrum Asset Management, Inc. (NB )
NEW30,846—+30,846——$5.2M—2026-10-19
Capital Investment Advisory Services, LLC
INCREASED29,79016,315+13,475+83%$2.6M$5.0M+$2.4M2026-10-30
Kestra Private Wealth Services, LLC
DECREASED29,71129,885-174-1%$4.7M$5.0M+$262.4K2026-11-06
RFG Advisory, LLC
INCREASED29,62529,484+141+0%$4.7M$5.0M+$311.5K2026-11-03
Nelson Capital Management, LLC
INCREASED29,59027,406+2,184+8%$4.3M$5.0M+$635.3K2026-11-09
Arete Wealth Advisors, LLC
INCREASED29,58216,576+13,006+78%$2.6M$5.0M+$2.4M2026-11-09
Ridgepath Capital Management LLC
NEW29,456—+29,456——$5.0M—2026-10-29
M&T Bank Corp
DECREASED28,79829,861-1,063-4%$4.7M$4.8M+$111.9K2026-11-10
Nations Financial Group Inc,
INCREASED28,78618,652+10,134+54%$3.0M$4.8M+$1.9M2026-11-05
Choreo, LLC
INCREASED28,71325,252+3,461+14%$4.0M$4.8M+$829.4K2026-10-28
Cercano Management LLC
UNCHANGED28,28028,28000%$4.5M$4.8M+$276.0K2026-11-10
MBA Advisors LLC
INCREASED27,69427,326+368+1%$4.3M$4.7M+$328.7K2026-10-29
Spinnaker Investment Group, LLC
INCREASED27,68223,425+4,257+18%$3.7M$4.7M+$945.6K2026-10-13
Investment Management Corp
NEW27,595—+27,595——$4.6M—2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED27,54529,068-1,523-5%$4.6M$4.9M+$255.6K2026-10-22
Procyon Advisors, LLC
DECREASED27,31342,746-15,433-36%$6.8M$4.6M-$2.2M2026-10-21
One Day In July LLC
INCREASED27,13624,807+2,329+9%$3.9M$4.6M+$634.4K2026-10-30
Flagship Private Wealth, LLC
INCREASED27,06321,919+5,144+23%$3.5M$4.6M+$1.1M2026-11-05
LightSquare Wealth Management, LLC
INCREASED26,99125,226+1,765+7%$4.0M$4.5M+$543.5K2026-11-03
Advisory Resource Group
DECREASED26,77828,588-1,810-6%$4.5M$4.5M-$25.8K2026-10-26
Riverpoint Wealth Management Holdings, LLC
INCREASED26,64726,612+35+0%$4.2M$4.5M+$265.6K2026-11-09
Vontobel Holding Ltd.
INCREASED26,5526,463+20,089+311%$1.0M$4.5M+$3.4M2026-10-16
Arch Global Advisors, LLC
INCREASED25,99524,215+1,780+7%$3.8M$4.4M+$536.1K2026-10-23
Atlas Capital Advisors Inc.
INCREASED25,95820,788+5,170+25%$3.3M$874.8K-$2.4M2026-11-09
Colton Groome Financial Advisors, LLC
INCREASED25,87825,041+837+3%$4.0M$4.4M+$385.4K2026-10-06
Telos Capital Management, Inc.
INCREASED25,78325,108+675+3%$4.0M$4.3M+$358.7K2026-11-02
First Financial Bank - Trust Division
DECREASED25,61926,415-796-3%$4.2M$4.3M+$123.5K2026-10-01
Benedict Financial Advisors Inc
DECREASED25,52727,148-1,621-6%$4.3M$4.3M-$8.2K2026-10-07
Massachusetts Wealth Management
INCREASED25,49424,809+685+3%$3.9M$4.3M+$357.5K2026-10-21
Jacobi Capital Management LLC
INCREASED25,48825,256+232+1%$4.0M$4.3M+$285.6K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED25,26723,302+1,965+8%$3.7M$4.3M+$558.4K2026-10-13
Encompass More Asset Management
INCREASED25,04214,541+10,501+72%$2.3M$4.2M+$1.9M2026-10-16
Tucker Asset Management LLC
INCREASED24,8782,027+22,851+1127%$321.5K$4.2M+$3.9M2026-10-29
West Financial Advisors, LLC
NEW24,470—+24,470——$4.1M—2026-10-22
Courier Capital LLC
DECREASED24,30435,505-11,201-32%$5.6M$4.1M-$1.5M2026-10-19
Integrity Alliance, Llc.
INCREASED24,25222,778+1,474+6%$3.6M$4.1M+$470.6K2026-10-29
Corecam AG
DECREASED24,15024,425-275-1%$3.9M$4.1M+$192.3K2026-10-29
Summa Corp.
INCREASED24,0302,600+21,430+824%$412.5K$4.0M+$3.6M2026-10-30
Nwam LLC
INCREASED23,75922,154+1,605+7%$3.5M$4.0M+$486.5K2026-11-09
Innova Wealth Partners
DECREASED23,56324,516-953-4%$3.9M$4.0M+$78.8K2026-10-21
Primoris Wealth Advisors, LLC
INCREASED23,53023,166+364+2%$3.7M$4.0M+$287.5K2026-10-28
Cannon Advisors, Inc.
DECREASED23,39939,356-15,957-41%$6.2M$4.0M-$2.3M2026-10-14
AMG National Trust Bank
DECREASED23,25823,597-339-1%$3.7M$3.9M+$173.2K2026-11-05
Focus Financial Network, Inc.
INCREASED23,18322,706+477+2%$3.6M$3.9M+$301.8K2026-10-14
Tandem Investment Partners LLC
DECREASED23,15023,650-500-2%$3.8M$3.9M+$146.6K2026-10-16
MTM Investment Management, LLC
INCREASED23,14923,006+143+1%$3.7M$3.9M+$248.7K2026-10-30
New England Private Wealth Advisors LLC
INCREASED22,74322,696+47+0%$3.7M$3.8M+$140.6K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED22,63723,128-491-2%$3.7M$3.8M+$143.1K2026-10-23
CoreCap Advisors, LLC
INCREASED22,48713,417+9,070+68%$2.1M$3.8M+$1.7M2026-10-08
HBW Advisory Services LLC
INCREASED22,40221,244+1,158+5%$3.4M$3.8M+$402.4K2026-10-15
Allworth Financial LP
INCREASED22,28721,775+512+2%$3.5M$3.5M+$81.3K2026-11-06
Deltec Asset Management LLC
DECREASED22,24023,000-760-3%$3.6M$3.7M+$96.5K2026-10-26
Ferguson Wellman Capital Management, Inc
INCREASED22,20722,193+14+0%$3.5M$3.7M+$219.0K2026-10-05
Embree Financial Group
DECREASED22,17922,670-491-2%$3.6M$3.7M+$138.7K2026-10-22
Capstone Wealth Management Group, Inc.
INCREASED22,14121,134+1,007+5%$3.4M$3.7M+$375.7K2026-10-19
Laraway Financial Advisors Inc
DECREASED22,13022,377-247-1%$3.6M$3.7M+$176.8K2026-11-09
Pine Valley Investments Ltd Liability Co
INCREASED22,07721,178+899+4%$3.4M$3.7M+$358.1K2026-11-09
Odyssey Capital Advisors, Inc.
INCREASED21,99121,082+909+4%$3.3M$3.7M+$358.8K2026-10-26
New Wave Wealth Advisors LLC
DECREASED21,94024,158-2,218-9%$3.8M$3.7M-$110.6K2026-10-19
Savant Capital, LLC
DECREASED21,89423,094-1,200-5%$3.6M$3.7M+$92.3K2026-11-06
Apella Capital, LLC
INCREASED21,73021,312+418+2%$3.5M$3.7M+$163.7K2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED21,70420,408+1,296+6%$3.2M$3.7M+$417.5K2026-10-30
Butensky & Cohen Financial Security, Inc
DECREASED21,43421,568-134-1%$3.4M$3.6M+$187.9K2026-10-13
Marion Wealth Management
INCREASED21,43021,151+279+1%$3.4M$3.6M+$253.5K2026-10-22
Sepio Capital, LP
DECREASED21,42226,202-4,780-18%$4.2M$3.6M-$549.2K2026-10-22
D.A. Davidson & Co.
INCREASED21,40820,103+1,305+6%$3.2M$3.6M+$416.0K2026-10-28
StoneX Group Inc.
INCREASED21,34915,310+6,039+39%$2.4M$3.6M+$1.2M2026-11-03
MSH Capital Advisors LLC
DECREASED21,30325,780-4,477-17%$4.1M$3.6M-$502.3K2026-11-03
Bfsg, LLC
DECREASED21,22422,157-933-4%$3.5M$3.6M+$59.1K2026-10-30
Geneos Wealth Management Inc.
INCREASED21,1488,269+12,879+156%$1.3M$3.6M+$2.2M2026-11-09
Apollon Wealth Management, LLC
INCREASED21,12620,937+189+1%$3.3M$3.6M+$236.3K2026-10-23
Canton Hathaway, LLC
INCREASED21,10520,246+859+4%$3.2M$3.6M+$342.3K2026-10-23
Channel Wealth LLC
INCREASED21,07517,878+3,197+18%$2.8M$3.5M+$712.9K2026-11-06
First Horizon Corp
UNCHANGED21,01621,01600%$3.3M$3.5M+$205.1K2026-10-26
Clark Financial Services Group Inc
INCREASED20,98520,521+464+2%$3.3M$3.5M+$278.4K2026-10-19
James Investment Research, Inc.
DECREASED20,94221,252-310-1%$3.4M$3.5M+$155.2K2026-10-22
GC Wealth Management RIA, LLC
INCREASED20,66911,270+9,399+83%$1.8M$3.5M+$1.7M2026-11-02
Connecticut Wealth Management, LLC
DECREASED20,65523,669-3,014-13%$3.8M$3.5M-$276.6K2026-10-13
Zullo Investment Group, Inc.
INCREASED20,64620,430+216+1%$3.2M$3.5M+$235.8K2026-10-20
Stegent Equity Advisors, Inc.
INCREASED20,62216,644+3,978+24%$2.6M$3.5M+$832.4K2026-10-13
CWC Advisors, Llc.
DECREASED20,61820,702-840%$3.3M$3.5M+$187.9K2026-10-15
NTV Asset Management LLC
DECREASED20,61520,845-230-1%$3.3M$3.5M+$164.8K2026-10-23
Principle Wealth Partners LLC
INCREASED20,55819,682+876+4%$3.1M$3.5M+$339.8K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED20,25320,932-679-3%$3.3M$3.4K-$3.3M2026-10-14
Boltwood Capital Management
DECREASED20,14720,178-310%$3.2M$3.4M+$191.7K2026-10-02
Harrell Investment Partners, LLC
INCREASED20,13319,832+301+2%$3.1M$3.4M+$244.2K2026-10-15
JFS Wealth Advisors, LLC
INCREASED20,08220,004+78+0%$3.2M$3.4M+$208.4K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED20,02119,041+980+5%$3.0M$3.3M+$289.7K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED19,92124,632-4,711-19%$3.9M$3.4M-$553.0K2026-10-14
Pinnacle Wealth Management Group, Inc.
INCREASED19,88219,464+418+2%$3.1M$3.3M+$260.4K2026-10-15
Juno Financial Group LLC
INCREASED19,88119,848+33+0%$3.1M$3.3M+$199.3K2026-10-27
Bessemer Group Inc
DECREASED19,83020,362-532-3%$3.2M$3.3K-$3.2M2026-11-09
Leuthold Group, LLC
DECREASED19,79420,834-1,040-5%$3.3M$3.3M+$28.2K2026-11-04
CMG Global Holdings, LLC
INCREASED19,78619,412+374+2%$3.1M$3.3M+$252.4K2026-10-14
Badgley Phelps Wealth Managers, LLC
INCREASED19,77219,556+216+1%$3.1M$3.3M+$227.3K2026-10-22
Associated Banc-Corp
INCREASED19,76819,231+537+3%$3.1M$3.3M+$278.1K2026-10-30
Pittenger & Anderson Inc
INCREASED19,6551,090+18,565+1703%$172.9K$3.3M+$3.1M2026-11-02
Dynamic Wealth Strategies, LLC
INCREASED19,48711,809+7,678+65%$1.9M$3.3M+$1.4M2026-10-16
Horizon Financial Services, LLC
DECREASED19,48220,971-1,489-7%$3.3M$3.3M-$46.0K2026-11-04
Weil Company, Inc.
INCREASED19,41119,127+284+1%$3.0M$3.3M+$234.6K2026-10-14
Luminist Capital LLC
INCREASED19,4007,387+12,013+163%$1.1M$3.3M+$2.1M2026-11-10
Wealthcare Advisory Partners LLC
INCREASED19,24817,958+1,290+7%$2.8M$3.2M+$392.6K2026-10-21
Rockingstone Advisors LLC
DECREASED19,23719,305-680%$3.1M$3.2M+$177.0K2026-10-16
Great Valley Advisor Group, Inc.
INCREASED19,15016,012+3,138+20%$2.5M$3.2M+$685.6K2026-11-09
Darwin Wealth Management, LLC
DECREASED19,01026,069-7,059-27%$4.1M$3.2M-$934.6K2026-11-09
Quattro Financial Advisors LLC
UNCHANGED19,00319,00300%$3.0M$3.2M+$185.5K2026-10-15
Cypress Capital Group
INCREASED18,92713,853+5,074+37%$2.2M$3.2M+$989.8K2026-11-03
Future Financial Wealth Managment LLC
DECREASED18,66018,833-173-1%$3.0M$3.1M+$102.4K2026-10-15
MontVue Capital Management, Inc.
DECREASED18,53519,325-790-4%$3.1M$3.1M+$55.6K2026-10-19
McGuire Investment Group, LLC
INCREASED18,41918,400+19+0%$2.9M$3.1M+$182.8K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED18,3643,022+15,342+508%$479.5K$3.1M+$2.6M2026-10-21
MGO One Seven LLC
DECREASED18,35119,290-939-5%$3.1M$3.1M+$30.1K2026-10-28
Mechanics Bank Trust Department
DECREASED18,31718,829-512-3%$3.0M$3.1M+$97.5K2026-10-13
Aventus Investment Advisors, Inc.
INCREASED18,00916,513+1,496+9%$2.6M$3.0M+$413.1K2026-10-09
Highland Capital Management, LLC
DECREASED17,84417,882-380%$2.8M$3.0M+$168.1K2026-10-26
Hartford Financial Management Inc.
INCREASED17,71216,460+1,252+8%$2.6M$3.0M+$371.6K2026-10-21
Centennial Bank
INCREASED17,65516,068+1,587+10%$2.5M$3.0M+$424.1K2026-11-09
Moulton Wealth Management, Inc
DECREASED17,63617,682-460%$2.8M$2.9M+$116.8K2026-10-13
Surience Private Wealth LLC
DECREASED17,62833,514-15,886-47%$5.3M$3.0M-$2.3M2026-10-16
Chesapeake Wealth Management
DECREASED17,60419,061-1,457-8%$3.0M$3.0M-$59.4K2026-11-09
AlTi Global, Inc.
INCREASED17,48716,532+955+6%$2.6M$2.9M+$322.2K2026-11-09
Meridian Investment Counsel Inc.
DECREASED17,47518,205-730-4%$2.9M$2.9M+$54.8K2026-10-14
ARS Investment Partners, LLC
INCREASED17,38617,107+279+2%$2.7M$2.9M+$214.0K2026-11-05
Wedbush Securities Inc
DECREASED17,32517,685-360-2%$2.8M$2.9K-$2.8M2026-10-22
Financial Discovery Group Inc
DECREASED17,09818,508-1,410-8%$2.9M$2.9M-$56.8K2026-11-03
Cushing Capital Partners, LLC
DECREASED16,97919,808-2,829-14%$3.1M$2.9M-$283.1K2026-10-20
Miramontes Capital, LLC
INCREASED16,93713,713+3,224+24%$2.2M$2.9M+$676.8K2026-10-19
Belpointe Asset Management LLC
DECREASED16,84921,971-5,122-23%$3.5M$2.8M-$648.2K2026-11-09
Crestwood Advisors Group, LLC
DECREASED16,78017,096-316-2%$2.7M$2.8M+$113.7K2026-10-27
CFC Planning Co LLC
NEW16,756—+16,756——$2.8M—2026-10-28
Milestone Asset Management, LLC
INCREASED16,6987,456+9,242+124%$1.2M$2.8M+$1.6M2026-10-15
Weatherly Asset Management L. P.
DECREASED16,10116,251-150-1%$2.6M$2.7M+$133.3K2026-10-20
Flagship Capital Management Inc.
INCREASED16,07615,996+80+1%$2.5M$2.7M+$169.6K2026-10-20
Columbus Macro, LLC
DECREASED15,95016,431-481-3%$2.6M$2.7M+$79.3K2026-10-14
Salem Investment Counselors Inc
UNCHANGED15,86915,86900%$2.5M$2.7M+$154.9K2026-10-13
CX Institutional
INCREASED15,8633,023+12,840+425%$480$2.7K+$2.2K2026-10-02
Cornerstone National Bank & Trust Co
DECREASED15,60615,706-100-1%$2.5M$2.6M+$88.0K2026-10-20
Wall Capital Group, Inc.
INCREASED15,54614,448+1,098+8%$2.3M$2.6M+$326.0K2026-10-14
Kanawha Capital Management LLC
INCREASED15,38015,208+172+1%$2.4M$2.6M+$177.4K2026-10-19
Colony Family Offices, LLC
UNCHANGED15,31815,31800%$2.4M$2.6M+$149.5K2026-10-22
Realta Investment Advisors
DECREASED15,14115,390-249-2%$2.4M$2.6M+$108.3K2026-10-14
Parallel Advisors, LLC
INCREASED15,0547,115+7,939+112%$1.1M$2.5M+$1.4M2026-11-03
Cullen T Bankers, Inc.
DECREASED14,86215,238-376-2%$2.4M$2.5M+$85.4K2026-10-28
Hofer & Associates. Inc
NEW14,857—+14,857——$2.5M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED14,85713,667+1,190+9%$2.2M$2.5M+$333.7K2026-10-14
Silver OAK Securities, Incorporated
INCREASED14,8435,867+8,976+153%$930.8K$2.7M+$1.8M2026-11-09
Fairvoy Private Wealth, LLC
DECREASED14,77115,482-711-5%$2.5M$2.5M+$31.5K2026-10-19
WealthCare Investment Partners, LLC
DECREASED14,73717,528-2,791-16%$2.8M$2.5M-$298.9K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED14,69014,450+240+2%$2.3M$2.5M+$181.5K2026-10-13
EPG Wealth Management LLC
DECREASED14,54415,760-1,216-8%$2.5M$2.4M-$51.0K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED14,54315,169-626-4%$2.4M$2.4M+$42.6K2026-10-30
Pettinga Financial Advisors LLC
DECREASED14,53321,894-7,361-34%$3.5M$2.4M-$1.0M2026-10-13
Chemistry Wealth Management LLC
INCREASED14,49414,490+4+0%$2.3M$2.4M+$142.1K2026-10-16
Trust Co
DECREASED14,46115,602-1,141-7%$2.5M$2.4M-$39.9K2026-10-09
Windsor Capital Management, LLC
DECREASED14,35314,690-337-2%$2.3M$2.4M+$86.7K2026-10-13
Narus Financial Partners, LLC
INCREASED14,34513,498+847+6%$2.1M$2.4M+$274.4K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED14,28812,048+2,240+19%$1.9M$2.4M+$494.9K2026-10-21
Relyea Zuckerberg Hanson LLC
INCREASED14,07214,070+2+0%$2.2M$2.4M+$137.7K2026-10-20
United Asset Strategies, Inc.
DECREASED14,06315,912-1,849-12%$2.5M$2.4M-$156.2K2026-10-28
Advisor Resource Council
INCREASED14,0217,816+6,205+79%$1.3M$2.3M+$1.1M2026-11-05
Regions Financial Corp
INCREASED13,96810,355+3,613+35%$1.6M$2.4M+$709.6K2026-11-05
Almanack Investment Partners, Llc.
INCREASED13,9461,398+12,548+898%$221.8K$2.3M+$2.1M2026-11-03
Clarus Wealth Advisors
INCREASED13,85313,315+538+4%$2.2M$2.4M+$205.2K2026-10-13
Capital Investment Counsel, Inc
INCREASED13,78113,767+14+0%$2.2M$2.3M+$136.7K2026-10-20
First Bancorp, Inc
UNCHANGED13,66013,66000%$2.2M$2.3M+$133.3K2026-10-26
Hansen & Associates Financial Group, Inc.
DECREASED13,65514,730-1,075-7%$2.4M$2.3M-$89.5K2026-11-09
Ball & Co Wealth Management Inc.
DECREASED13,62415,235-1,611-11%$2.4M$2.3M-$122.3K2026-11-05
Strategic Blueprint, LLC
DECREASED13,51914,846-1,327-9%$2.4M$2.3M-$78.6K2026-10-22
Activest Wealth Management
INCREASED13,39213,317+75+1%$2.1M$2.3M+$142.6K2026-10-15
Verus Capital Partners, LLC
DECREASED13,18223,172-9,990-43%$3.7M$2.2M-$1.5M2026-11-03
Moors & Cabot, Inc.
INCREASED13,14810,370+2,778+27%$1.6M$2.2M+$569.1K2026-11-06
Advisor OS, LLC
INCREASED13,0881,315+11,773+895%$208.7K$2.2M+$2.0M2026-11-03
Moneco Advisors, LLC
DECREASED13,02313,070-470%$2.1M$2.2M+$119.5K2026-11-05
Royal Harbor Partners, LLC
INCREASED12,97212,566+406+3%$2.0M$2.2M+$191.0K2026-10-29
Uptick Partners, LLC
INCREASED12,78411,959+825+7%$1.9M$2.2M+$255.7K2026-11-04
Redwood Financial Network Corp
INCREASED12,69012,037+653+5%$1.9M$2.1M+$227.5K2026-11-03
Helium Advisors LLC
INCREASED12,64812,497+151+1%$2.0M$2.1M+$147.4K2026-10-23
Duncker Streett & Co Inc
INCREASED12,6309,860+2,770+28%$1.6M$2.1M+$562.8K2026-10-27
Central Bank & Trust Co
DECREASED12,54813,084-536-4%$2.1M$2.1M+$37.4K2026-10-09
Matthew Goff Investment Advisor, LLC
INCREASED12,50912,486+23+0%$2.0M$2.1M+$125.7K2026-10-13
MV Capital Management, Inc.
DECREASED12,46612,966-500-4%$2.1M$2.1M+$42.2K2026-10-29
Advisors Management Group Inc
DECREASED12,42712,700-273-2%$2.0M$2.1K-$2.0M2026-11-05
Koshinski Asset Management, Inc.
INCREASED12,41112,298+113+1%$2.0M$2.1M+$139.0K2026-10-29
WP Advisors, LLC
INCREASED12,40411,598+806+7%$1.8M$2.1M+$249.1K2026-10-22
SMI Advisory Services, LLC
DECREASED12,39116,450-4,059-25%$2.7M$2.1M-$547.7K2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED12,32812,32800%$2.0M$2.1M+$120.4K2026-10-21
Scheeler Financial LLC
NEW12,309—+12,309——$2.1M—2026-10-13
Argent Trust Co
INCREASED12,23012,173+57+0%$1.9M$2.1M+$128.4K2026-11-09
Midwest Financial Group LLC
INCREASED12,21211,567+645+6%$1.8M$2.1M+$221.5K2026-10-15
Montecito Bank & Trust
INCREASED12,08611,866+220+2%$1.9M$2.0M+$152.9K2026-10-01
Sanchez Gaunt Capital Management, LLC
DECREASED12,05912,175-116-1%$1.9M$2.0M+$99.3K2026-11-03
Citizens Financial Group Inc
DECREASED12,04512,811-766-6%$2.0M$2.0M-$4.0K2026-10-23
Edgestream Partners, L.P.
INCREASED12,0341,418+10,616+749%$225.0K$2.0M+$1.8M2026-11-10
Wespac Advisors, LLC
INCREASED11,9014,299+7,602+177%$682.1K$2.0M+$1.3M2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED11,78712,115-328-3%$1.9M$2.0M+$63.0K2026-11-03
Lmcg Investments, LLC
DECREASED11,59511,982-387-3%$1.9M$2.0M+$51.8K2026-10-21
Rockland Trust Co
DECREASED11,53719,304-7,767-40%$3.1M$1.9M-$1.1M2026-10-05
Worth Asset Management, LLC
INCREASED11,41910,691+728+7%$1.7M$1.9M+$227.0K2026-10-07
Univest Financial Corp
DECREASED11,40414,671-3,267-22%$2.3M$1.9M-$407.0K2026-11-05
Baker Avenue Asset Management, LP
DECREASED11,36511,497-132-1%$1.8M$1.9M+$89.9K2026-11-06
Ramiah Investment Group
NEW11,282—+11,282——$1.9M—2026-10-20
Curat Global, LLC
DECREASED11,21611,478-262-2%$1.8M$1.9M+$79.1K2026-10-26
Axxcess Wealth Management, LLC
DECREASED11,15932,730-21,571-66%$5.2M$1.9M-$3.3M2026-10-21
Fearless Solutions, LLC dba Best Invest
INCREASED11,1176,353+4,764+75%$1.0M$1.9M+$864.3K2026-10-14
Transcendent Capital Group LLC
NEW10,953—+10,953——$1.8M—2026-10-28
Thrive Capital Management, LLC
INCREASED10,9006,386+4,514+71%$1.0M$1.8M+$822.6K2026-10-28
TritonPoint Partners, LLC
DECREASED10,74041,392-30,652-74%$6.6M$1.8M-$4.8M2026-11-05
Point Windward Advisors Inc.
INCREASED10,63310,618+15+0%$1.7M$1.8M+$106.2K2026-11-06
Global View Capital Management LLC
INCREASED10,6297,412+3,217+43%$1.2M$1.8M+$614.1K2026-10-28
Comprehensive Wealth Management, LLC
DECREASED10,42311,475-1,052-9%$1.8M$1.8M-$65.1K2026-11-02
Tidemark, LLC
DECREASED10,40411,307-903-8%$1.8M$1.8M-$41.7K2026-11-09
B. Riley Wealth Advisors, Inc.
INCREASED10,3697,305+3,064+42%$1.2M$1.7M+$572.0K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED10,27311,119-846-8%$1.8M$1.7M-$34.0K2026-10-23
Pacific Wealth Strategies Group, Inc.
DECREASED10,25110,379-128-1%$1.6M$1.7M+$79.7K2026-11-02
LVM Capital Management LTD
DECREASED10,23810,321-83-1%$1.6K$1.7M+$1.7M2026-10-20
McAdam, LLC
INCREASED10,1989,056+1,142+13%$1.4M$1.7M+$280.6K2026-10-21
Crew Capital Management, Ltd
DECREASED10,15930,619-20,460-67%$4.9M$1.7M-$3.1M2026-10-28
CWA Asset Management Group, LLC
INCREASED10,1239,835+288+3%$1.6M$1.7M+$144.5K2026-10-19
Fulcrum Equity Management
INCREASED10,1017,846+2,255+29%$1.2M$1.7M+$456.4K2026-10-21
Lavelle Capital LP
UNCHANGED10,08810,08800%$1.6M$1.7M+$98.5K2026-11-03
Turn8 Private Wealth Inc.
NEW10,000—+10,000——$1.7M—2026-11-05
FSA Investment Group, LLC
NEW9,961—+9,961——$1.7M—2026-10-07
Ascentis Independent Advisors
NEW9,916—+9,916——$1.7M—2026-11-03
1834 Investment Advisors Co
INCREASED9,9059,590+315+3%$1.5M$1.7M+$146.7K2026-10-16
Strategic Equity Management
NEW9,890—+9,890——$1.7M—2026-11-04
Nixon Peabody Trust Co
UNCHANGED9,8809,88000%$1.6M$1.7M+$96.4K2026-10-23
Legacy Advisors, LLC
DECREASED9,87512,841-2,966-23%$2.0M$1.7M-$374.3K2026-10-19
Avior Wealth Management, LLC
INCREASED9,7267,937+1,789+23%$1.3M$1.6M+$378.7K2026-10-13
Paragon Capital Management Inc
DECREASED9,69410,332-638-6%$1.6M$1.6M-$6.6K2026-10-15
4Wealth Advisors, Inc.
INCREASED9,6669,142+524+6%$1.5M$1.7M+$180.9K2026-10-13
Atlatl Advisers LLC
DECREASED9,64514,012-4,367-31%$2.2M$1.6M-$598.7K2026-10-22
Roman Butler Fullerton & Co
INCREASED9,6459,094+551+6%$1.5M$1.7M+$226.5K2026-10-27
Stapp Wealth Management, Pllc
NEW9,638—+9,638——$1.6M—2026-10-15
Macroview Investment Management LLC
DECREASED9,6049,808-204-2%$1.6M$1.6M+$61.3K2026-10-26
Plimoth Trust Co LLC
INCREASED9,5559,237+318+3%$1.5M$1.6M+$143.7K2026-10-26
Lodestar Private Asset Management LLC
DECREASED9,5279,552-250%$1.5M$1.6M+$88.9K2026-10-26
Diversify Advisory Services, LLC
DECREASED9,519169,666-160,147-94%$27.7M$1.7M-$26.0M2026-10-20
Diversify Wealth Management, LLC
DECREASED9,519169,666-160,147-94%$27.7M$1.7M-$26.0M2026-10-20
Acorn Financial Advisory Services Inc
INCREASED9,5039,387+116+1%$1.5M$1.6M+$111.2K2026-11-02
Global Financial Private Client, LLC
INCREASED9,4699,369+100+1%$1.5M$1.6M+$108.3K2026-10-15
PW Nova Financial Services LLC
INCREASED9,4561,538+7,918+515%$244.0K$1.6M+$1.3M2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED9,4529,267+185+2%$1.5M$1.6M+$121.7K2026-11-03
Roberts Wealth Advisors, LLC
DECREASED9,3719,789-418-4%$1.6M$1.6M+$25.2K2026-10-14
Sage Capital Management, LLC
INCREASED9,3266,857+2,469+36%$1.1M$1.6M+$483.6K2026-10-20
Bailard, Inc.
UNCHANGED9,3089,30800%$1.5M$1.6M+$90.8K2026-10-13
Brighton Jones LLC
DECREASED9,2909,745-455-5%$1.5M$1.6M+$18.5K2026-11-03
Financial & Tax Architects, LLC
INCREASED9,2488,342+906+11%$1.3M$1.6M+$233.9K2026-10-15
Capitol Family Office, Inc.
INCREASED9,216532+8,684+1632%$84.5K$1.6M+$1.5M2026-10-13
Glenview Trust Co
DECREASED9,2149,224-100%$1.5M$1.6M+$88.3K2026-10-28
Hudock, Inc.
DECREASED9,1649,750-586-6%$1.5M$1.5M-$3.5K2026-10-14
Adamsbrown Wealth Consultants LLC
DECREASED9,1199,208-89-1%$1.5M$1.5M+$75.0K2026-10-20
Karnit Road Accident Victims Compensation Fund
INCREASED8,9923,962+5,030+127%$628.6K$1.5M+$885.8K2026-11-04
International Assets Investment Management, LLC
DECREASED8,96210,239-1,277-12%$1.6M$1.5M-$143.9K2026-11-02
Wall Street Financial Group, Inc.
DECREASED8,9368,993-57-1%$1.4M$1.5M+$78.1K2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED8,9008,443+457+5%$1.3M$1.5M+$159.3K2026-11-02
Asset Allocation Strategies LLC
DECREASED8,85311,804-2,951-25%$1.9M$1.5M-$381.8K2026-10-20
Purus Wealth Management, LLC
DECREASED8,8479,843-996-10%$1.6M$1.5M-$71.8K2026-10-15
Clearstead Advisors, LLC
INCREASED8,8395,293+3,546+67%$839.7K$1.5M+$649.1K2026-11-06
AdvisorNet Financial, Inc
DECREASED8,81810,172-1,354-13%$1.6M$1.5M-$80.0K2026-10-15
Crumly & Associates Inc.
INCREASED8,8018,741+60+1%$1.4M$1.5M+$95.4K2026-10-07
Providence First Trust Co
INCREASED8,7106,571+2,139+33%$1.0M$1.5M+$424.4K2026-11-02
Ritholtz Wealth Management
DECREASED8,6649,193-529-6%$1.5M$1.5M+$6692026-11-05
Arrien Investments, Inc.
NEW8,661—+8,661——$1.5M—2026-10-30
Pictet North America Advisors SA
DECREASED8,6309,054-424-5%$1.4M$1.5M+$17.0K2026-10-21
Advisory Solutions Group, LLC
INCREASED8,6243,174+5,450+172%$503.6K$1.5M+$948.9K2026-10-14
Toews Corp
UNCHANGED8,6008,60000%$1.4M$1.4M+$83.9K2026-11-09
Heartwood Wealth Advisors LLC
INCREASED8,5558,514+41+0%$1.4M$1.4M+$90.0K2026-10-05
Omni 360 Wealth, Inc.
INCREASED8,4557,625+830+11%$1.2M$1.4M+$214.2K2026-10-13
Lanark Financial, Inc.
INCREASED8,3887,944+444+6%$1.3M$1.4M+$152.2K2026-10-26
Birinyi Associates Inc
INCREASED8,3318,165+166+2%$1.3M$1.4K-$1.3M2026-10-28
Cresta Advisors, Ltd.
DECREASED8,23321,929-13,696-62%$3.5M$1.4M-$2.1M2026-10-14
Symmetry Partners, LLC
NEW8,221—+8,221——$1.4M—2026-10-27
Stackstone Wealth, LLC
NEW8,216—+8,216——$1.4M—2026-10-19
Fell Capital Management
DECREASED8,1858,335-150-2%$1.3M$1.4M+$56.1K2026-10-09
Magnolia Capital Management LTD
DECREASED8,1758,305-130-2%$1.3K$1.4K+$592026-10-09
NBT Bank, N.A.
INCREASED8,1507,593+557+7%$1.2M$1.4M+$167.8K2026-10-21
Madrona Financial Services, LLC
NEW8,038—+8,038——$1.4M—2026-10-23
WealthPLAN Partners, LLC
DECREASED8,00715,770-7,763-49%$2.5M$1.3M-$1.2M2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED8,0058,976-971-11%$1.4M$1.3M-$76.0K2026-10-23
Smith Salley Wealth Management
DECREASED8,0028,744-742-8%$1.4M$1.3M-$39.6K2026-11-03
Schear Investment Advisers, LLC
NEW7,944—+7,944——$1.3M—2026-10-14
Tempo Wealth, LLC
DECREASED7,9448,630-686-8%$1.4M$1.3M-$31.3K2026-10-14
Objective Capital Management, LLC
INCREASED7,8877,882+5+0%$1.3M$1.3M+$77.7K2026-10-13
Diligent Investors, LLC
INCREASED7,8767,874+2+0%$1.2M$1.3M+$77.1K2026-10-21
Sentinel Trust Co LBA
DECREASED7,8418,366-525-6%$1.3K$1.3K-$62026-11-03
Ashton Thomas Securities, LLC
INCREASED7,8367,827+9+0%$1.2M$1.4M+$161.6K2026-10-26
Everest Financial Group LLC
DECREASED7,8167,991-175-2%$1.3M$1.3M+$48.4K2026-11-06
Platform Technology Partners
DECREASED7,8067,819-130%$1.2M$1.3M+$74.0K2026-11-02
Compound Planning, Inc.
INCREASED7,8055,953+1,852+31%$944.5K$1.3M+$370.1K2026-11-09
WMS Group LLC
UNCHANGED7,8007,80000%$1.2M$1.3M+$76.1K2026-11-06
Financial Partners Group, Inc
INCREASED7,6816,208+1,473+24%$984.9K$1.3M+$308.7K2026-10-19
RMR Wealth Builders
INCREASED7,6577,356+301+4%$1.2M$1.3M+$122.4K2026-10-22
Aafmaa Wealth Management & Trust LLC
DECREASED7,59310,915-3,322-30%$1.7M$1.2M-$498.8K2026-10-14
Flagstar Securities, Inc
INCREASED7,5927,288+304+4%$1.2M$1.3M+$122.2K2026-10-15
Nuveen, LLC
INCREASED7,4994,697+2,802+60%$745.2K$1.3M+$535.1K2026-11-10
Atticus Wealth Management, LLC
DECREASED7,4998,125-626-8%$1.3M$1.3M-$26.2K2026-10-20
Certified Advisory Corp
DECREASED7,4947,648-154-2%$1.2M$1.3M+$48.7K2026-10-29
Modera Wealth Management, LLC
INCREASED7,4613,162+4,299+136%$501.7K$1.3M+$754.9K2026-10-28
S&A Financial Services, Inc.
INCREASED7,4607,395+65+1%$1.2M$1.3M+$83.1K2026-11-03
Cornerstone Enterprises, LLC
NEW7,441—+7,441——$1.3M—2026-10-15
Dodds Wealth, LLC
INCREASED7,4177,389+28+0%$1.2M$1.2M+$76.8K2026-11-02
Investment Management Trust, LLC
NEW7,415—+7,415——$1.2M—2026-11-05
Birchbrook, Inc.
DECREASED7,3707,526-156-2%$1.2M$1.2M+$47.2K2026-10-14
Private Trust Co NA
INCREASED7,2105,451+1,759+32%$864.9K$1.2M+$349.4K2026-10-20
Blue Capital, Inc.
NEW7,160—+7,160——$1.2M—2026-10-13
Florida Financial Advisors, LLC
INCREASED7,0975,488+1,609+29%$870.8K$1.2M+$324.4K2026-11-09
Stone Wealth Partners
INCREASED7,0923,097+3,995+129%$491.5K$1.2M+$711.1K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED7,0224,199+2,823+67%$666.2K$1.2M+$516.5K2026-10-22
Delta Capital Management LLC
UNCHANGED7,0007,00000%$1.1K$1.2K+$682026-10-16
Contravisory Investment Management, Inc.
INCREASED6,9856,914+71+1%$1.1M$1.2M+$79.4K2026-10-13
Mezzasalma Advisors, LLC
DECREASED6,9847,098-114-2%$1.1M$1.2M+$50.0K2026-10-14
Founders Grove Wealth Partners, LLC
UNCHANGED6,9526,95200%$1.1M$1.2M+$67.9K2026-10-16
Flavin Financial Services, Inc.
INCREASED6,9121,490+5,422+364%$236.4K$1.2M+$927.7K2026-10-21
Quadcap Wealth Management, LLC
INCREASED6,8583,744+3,114+83%$594.0K$1.2M+$561.0K2026-11-02
Marco Investment Management LLC
UNCHANGED6,8526,85200%$1.1M$1.2M+$66.9K2026-11-09
Asset One Wealth Management LLC
DECREASED6,8276,868-41-1%$1.1M$1.1M+$62.7K2026-11-02
Flywheel Private Wealth LLC
DECREASED6,8087,462-654-9%$1.2M$1.1M-$37.3K2026-11-02
XY Planning Network, Inc.
INCREASED6,7866,564+222+3%$1.0M$1.1M+$101.5K2026-10-14
Milestones Private Investment Advisors LLC
INCREASED6,7806,624+156+2%$1.1M$1.1M+$90.9K2026-10-19
ATX Financial Planning, LLC
INCREASED6,7093,092+3,617+117%$490.6K$1.1M+$639.4K2026-10-14
MKT Advisors LLC
INCREASED6,7046,561+143+2%$1.1M$1.1M+$48.4K2026-10-20
Pines Wealth Management, LLC
INCREASED6,6276,257+370+6%$992.7K$1.1M+$123.4K2026-10-21
MMA Asset Management LLC
DECREASED6,6186,774-156-2%$1.1M$1.1M+$39.8K2026-11-02
Cypress Capital Management LLC (WY)
UNCHANGED6,6126,61200%$1.0M$1.1M+$64.5K2026-11-09
Personal CFO Solutions, LLC
INCREASED6,5825,975+607+10%$948.0K$1.1M+$160.5K2026-11-06
HBK Sorce Advisory LLC
DECREASED6,5537,100-547-8%$1.2M$1.2M+$46.3K2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW6,534—+6,534——$1.1M—2026-10-20
Ipsen Advisor Group LLC
DECREASED6,5347,823-1,289-16%$1.2M$1.1M-$140.8K2026-10-29
First Citizens Financial Corp
INCREASED6,5336,410+123+2%$1.0M$1.1M+$83.3K2026-10-02
Carret Asset Management, LLC
DECREASED6,5146,585-71-1%$1.0M$1.1M+$52.3K2026-11-04
E&G Advisors, LLC
DECREASED6,4806,780-300-4%$1.1M$1.1M+$15.6K2026-10-13
Wesbanco Bank Inc
INCREASED6,4576,101+356+6%$968.0K$1.1M+$119.5K2026-11-04
First National Trust Co
INCREASED6,4475,538+909+16%$878.7K$1.1M+$207.1K2026-10-28
Ledyard National Bank
DECREASED6,4297,134-705-10%$1.1M$1.1M-$49.1K2026-10-21
Retirement Planning Group, LLC
DECREASED6,3696,427-58-1%$1.0M$1.1M+$52.9K2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED6,3426,331+11+0%$1.0M$1.1M+$63.6K2026-11-04
D.B. Root & Company, LLC
INCREASED6,3241,957+4,367+223%$310.6K$1.1M+$754.5K2026-11-04
McHugh Group, LLC
UNCHANGED6,3226,32200%$1.0M$1.1M+$61.7K2026-10-19
Compass Financial Management LLC
INCREASED6,2855,374+911+17%$865.7K$1.1M+$192.8K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED6,2665,691+575+10%$903.0K$1.1M+$152.3K2026-10-23
Lpwm LLC
DECREASED6,2446,421-177-3%$1.0M$1.1M+$32.7K2026-10-20
Saxon Interests, Inc.
INCREASED6,2332,797+3,436+123%$443.7K$1.0M+$606.1K2026-10-26
Moody Lynn Lieberson & Walker, LLC
UNCHANGED6,2016,20100%$983.9K$1.0M+$60.5K2026-10-14
Summit Securities Group LLC
NEW6,200—+6,200——$1.0M—2026-11-05
Tsfg, LLC
DECREASED6,1768,950-2,774-31%$1.4M$1.0K-$1.4M2026-10-23
Opinicus Capital, Inc.
DECREASED6,1626,284-122-2%$997.0K$1.0M+$40.9K2026-10-28
Visionary Wealth Advisors
INCREASED6,1496,047+102+2%$959.4K$1.0M+$76.2K2026-11-04
Milestone Asset Management Group, LLC
DECREASED6,1486,822-674-10%$1.1M$1.0M-$46.9K2026-10-20
Gratus Wealth Advisors, LLC
DECREASED6,1407,183-1,043-15%$1.1M$1.0M-$105.6K2026-10-26
Legacy Financial Strategies, LLC
DECREASED6,1176,154-37-1%$976.5K$1.0M+$53.8K2026-10-15
Venture Visionary Partners LLC
DECREASED6,1146,298-184-3%$999.4K$1.0M+$30.5K2026-10-07
Stonebridge Financial Planning Group, LLC
DECREASED6,0696,645-576-9%$1.1M$1.0M-$32.1K2026-11-06
University of Texas S AM Investment Management Co
DECREASED6,0636,139-76-1%$974.0K$1.0M+$47.1K2026-11-03
Vigilare Wealth Management
NEW6,039—+6,039——$1.0M—2026-10-29
SouthState Bank Corp
INCREASED6,0216,012+9+0%$953.9K$1.0M+$60.2K2026-11-09
Mission Wealth Management, LP
DECREASED6,0147,611-1,597-21%$1.2M$1.0M-$194.8K2026-10-15
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED6,0006,00000%$952.0K$1.0M+$58.6K2026-10-22
Integral Investment Advisors, Inc.
DECREASED5,9936,747-754-11%$1.1M$1.0M-$61.1K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED5,9886,035-47-1%$957.5K$1.0M+$51.0K2026-11-04
Camelot Technology Advisors, Inc.
INCREASED5,9365,326+610+11%$845.0K$999.8K+$154.8K2026-10-09
Golden State Wealth Management, LLC
DECREASED5,9095,926-170%$940.3K$995.3K+$55.0K2026-11-02
Equitable Trust Co
UNCHANGED5,9095,90900%$937.5K$995.2K+$57.7K2026-10-13
JBR Co Financial Management Inc
DECREASED5,8635,893-30-1%$935.0K$935.4K+$4002026-10-13
GenTrust, LLC
INCREASED5,8425,634+208+4%$894.0K$983.9K+$89.9K2026-11-06
Shum Financial Group, Inc.
INCREASED5,8235,814+9+0%$922.4K$980.7K+$58.3K2026-10-13
Montis Financial, LLC
DECREASED5,8096,064-255-4%$962.2K$978.4K+$16.2K2026-11-04
Vilga Financial Planning LLC
INCREASED5,8075,454+353+6%$865.3K$978.0K+$112.7K2026-10-09
Beaumont Financial Advisors, LLC
DECREASED5,7665,807-41-1%$921.4K$971.1K+$49.7K2026-10-22
Childress Capital Advisors, LLC
DECREASED5,75511,209-5,454-49%$1.8M$969.3K-$809.2K2026-10-28
Chicago Partners Investment Group LLC
INCREASED5,7455,510+235+4%$889.6K$1.0M+$140.5K2026-10-27
Arrow Financial Corp
UNCHANGED5,7125,71200%$906.3K$962.0K+$55.7K2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED5,7085,70800%$905.6K$961.3K+$55.7K2026-10-27
Legacy Private Trust Co.
DECREASED5,6805,695-150%$903.6K$956.6K+$53.1K2026-10-06
Bokf, NA
UNCHANGED5,6785,67800%$900.9K$956.3K+$55.4K2026-10-27
Forum Financial Management, LP
INCREASED5,6715,597+74+1%$888.1K$955.1K+$67.0K2026-10-16
M.E. Allison & Co., Inc.
DECREASED5,6585,686-280%$902.2K$952.8K+$50.7K2026-10-09
Rise Advisors, LLC
INCREASED5,6485,611+37+1%$890.2K$951.2K+$61.0K2026-10-16
Marks Group Wealth Management, Inc
INCREASED5,6293,308+2,321+70%$524.8K$948.0K+$423.2K2026-11-05
Richardson Financial Services Inc.
INCREASED5,603213+5,390+2531%$33.8K$943.7K+$909.9K2026-10-30
Compass Financial Group, Inc. (Ohio)
DECREASED5,6008,314-2,714-33%$1.3M$943.2K-$375.8K2026-10-19
Laurel Wealth Advisors LLC
DECREASED5,5996,039-440-7%$958.1K$943.0K-$15.2K2026-10-27
Affiance Financial, LLC
DECREASED5,5975,721-124-2%$907.8K$942.7K+$34.9K2026-10-15
Fourpath Capital Management, LLC
INCREASED5,5775,210+367+7%$826.7K$939.3K+$112.6K2026-10-19
Altura Wealth Advisors Inc.
DECREASED5,5555,668-113-2%$899.2K$935.7K+$36.4K2026-10-22
Kelly Financial Group LLC
DECREASED5,5485,549-10%$880.5K$934.5K+$54.0K2026-10-16
First American Bank
NEW5,509—+5,509——$927.8K—2026-10-27
Northbridge Financial Group, LLC
INCREASED5,4565,455+1+0%$865.6K$911.6K+$46.1K2026-11-05
Kessler Investment Group, LLC
INCREASED5,4364,578+858+19%$726.3K$915.5K+$189.2K2026-10-08
Harbor Investment Advisory, LLC
INCREASED5,4233,193+2,230+70%$506.6K$913.3K+$406.7K2026-10-13
Institute for Wealth Management, Llc.
INCREASED5,4054,808+597+12%$762.8K$910.3K+$147.5K2026-11-06
JTC Employer Solutions Trustee Ltd
UNCHANGED5,4005,40000%$857.0K$910-$856.1K2026-11-09
Roble, Belko & Company, Inc
UNCHANGED5,3245,32400%$845.0K$897-$844.1K2026-11-09
Narwhal Capital Management
UNCHANGED5,3155,31500%$843.3K$895.2K+$51.9K2026-11-04
Rossby Financial, LCC
INCREASED5,2284,936+292+6%$777.0K$880.5K+$103.6K2026-11-05
Acima Private Wealth, LLC
UNCHANGED5,2285,22800%$829.5K$880.5K+$51.0K2026-10-05
Agate Pass Investment Management, LLC
INCREASED5,1855,180+5+0%$821.9K$873.3K+$51.5K2026-10-20
Chatham Capital Group, Inc.
UNCHANGED5,1605,16000%$818.7K$869.0K+$50.4K2026-10-16
KFA Private Wealth Group, LLC
DECREASED5,1575,223-66-1%$828.8K$868.6K+$39.8K2026-10-07
Insight Wealth Partners, LLC
INCREASED5,1545,101+53+1%$809.3K$868.0K+$58.7K2026-10-26
Gateway Investment Advisers LLC
INCREASED5,1213,211+1,910+59%$509.5K$862.5K+$353.0K2026-10-13
Asset Management One Co., Ltd.
INCREASED5,1074,771+336+7%$757.0K$860.1K+$103.2K2026-10-27
YHB Investment Advisors, Inc.
INCREASED5,1051,263+3,842+304%$200.4K$859.8K+$659.4K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED5,0767,238-2,162-30%$1.1M$854.9K-$293.5K2026-11-04
Advocate Investing Services LLC
UNCHANGED5,0405,04000%$799.6K$848.8K+$49.2K2026-10-26
Wealthgarden F.S. LLC
INCREASED5,0383,425+1,613+47%$543.4K$848.4K+$305.1K2026-11-09
RDA Financial Network
INCREASED5,0372,947+2,090+71%$467.5K$848.3K+$380.8K2026-10-15
Kagan Cocozza Asset Management
DECREASED5,0015,019-180%$796.3K$842.3K+$46.0K2026-10-19
LS Investment Advisors, LLC
INCREASED5,0002,000+3,000+150%$317.3K$842.1K+$524.8K2026-10-13
Ellis Investment Partners, LLC
DECREASED4,9895,101-112-2%$809.4K$840.4K+$31.0K2026-10-21
Balboa Wealth Partners
INCREASED4,9834,353+630+14%$690.6K$839.2K+$148.6K2026-10-20
Stableford Capital II LLC
DECREASED4,9385,090-152-3%$807.6K$831.7K+$24.1K2026-10-09
Core Wealth Partners LLC
INCREASED4,9324,697+235+5%$745.2K$830.7K+$85.5K2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW4,926—+4,926——$818.6K—2026-10-15
BCS Wealth Management
DECREASED4,9235,060-137-3%$802.9K$829.2K+$26.3K2026-11-03
Buck Wealth Strategies, LLC
INCREASED4,8704,527+343+8%$718.3K$820.2K+$102.0K2026-10-28
Carrera Capital Advisors
NEW4,855—+4,855——$817.7K—2026-11-03
Titleist Asset Management, LLC
INCREASED4,8544,633+221+5%$735.1K$817.6K+$82.5K2026-10-08
DT Investment Partners, LLC
UNCHANGED4,8484,84800%$769.2K$816.5K+$47.3K2026-10-27
Curbstone Financial Management Corp
INCREASED4,8204,780+40+1%$758.4K$811.8K+$53.4K2026-10-21
Archford Capital Strategies, LLC
INCREASED4,8094,727+82+2%$750.0K$809.9K+$60.0K2026-10-19
Convergence Financial, LLC
NEW4,807—+4,807——$809.6K—2026-10-27
First Citizens Bank & Trust Co
DECREASED4,7985,075-277-5%$805.2K$808.1K+$2.9K2026-10-14
Berkshire Money Management, Inc.
NEW4,792—+4,792——$807.0K—2026-10-21
Wedmont Private Capital
INCREASED4,7872,740+2,047+75%$440.7K$805.0K+$364.3K2026-10-09
City Center Advisors, LLC
NEW4,775—+4,775——$804.2K—2026-10-08
Condor Capital Management
DECREASED4,7734,917-144-3%$780.1K$803.9K+$23.7K2026-11-06
Biltmore Family Office, LLC
DECREASED4,7584,781-230%$758.6K$801.3K+$42.8K2026-11-03
Keudell ison Wealth Management
INCREASED4,7444,372+372+9%$693.7K$799.0K+$105.3K2026-10-16
MCF Advisors LLC
INCREASED4,7204,583+137+3%$727.1K$794.9K+$67.8K2026-10-28
Lake Street Private Wealth, LLC
DECREASED4,6864,808-122-3%$763.0K$789.2K+$26.2K2026-10-22
Sigma Investment Counselors Inc
INCREASED4,6792,217+2,462+111%$351.7K$788.0K+$436.3K2026-10-27
Lynx Investment Advisory
INCREASED4,6713,725+946+25%$591.0K$786.7K+$195.7K2026-10-27
Pilgrim Partners Asia Pte Ltd
UNCHANGED4,6704,67000%$740.9K$786.5K+$45.6K2026-10-29
Independence Bank of Kentucky
INCREASED4,6654,620+45+1%$733.0K$785.7K+$52.7K2026-10-26
Elmwood Wealth Management, Inc.
INCREASED4,6504,629+21+0%$734.4K$783.1K+$48.7K2026-10-14
Yelin Lapidot Holdings Management Ltd.
DECREASED4,6408,540-3,900-46%$1.4M$781.5K-$573.5K2026-10-26
Bayban
UNCHANGED4,6044,60400%$730.5K$730.5K$02026-11-05
Trust Co of Oklahoma
UNCHANGED4,5914,59100%$728.4K$773.2K+$44.8K2026-10-15
Calamos Wealth Management LLC
DECREASED4,5854,600-150%$729.8K$772.2K+$42.4K2026-11-02
Sovran Advisors, LLC
INCREASED4,5814,247+334+8%$710.4K$843.0K+$132.6K2026-11-02
Burke & Herbert Bank & Trust Co
INCREASED4,5034,088+415+10%$648.6K$758.4K+$109.8K2026-11-02
Bullock Wealth Management Group
INCREASED4,4724,388+84+2%$700.1K$743.3K+$43.2K2026-10-09
Pacific Center for Financial Services
DECREASED4,4674,482-150%$711.1K$752.4K+$41.2K2026-10-15
Gilliland Jeter Wealth Management LLC
INCREASED4,4274,426+1+0%$702.2K$745.5K+$43.3K2026-10-28
Ring Mountain Capital, LLC
DECREASED4,3914,589-198-4%$728.1K$739.6K+$11.5K2026-10-13
Washington Trust Co
DECREASED4,3754,625-250-5%$733.8K$736.8K+$3.0K2026-10-22
Silverlake Wealth Management LLC
INCREASED4,3652,222+2,143+96%$352.5K$735.2K+$382.7K2026-10-21
Aries Wealth Management
DECREASED4,3644,394-30-1%$697.2K$735.0K+$37.8K2026-10-23
Investment Advisory Services Inc
INCREASED4,3474,026+321+8%$638.8K$732.1K+$93.3K2026-10-27
Florida Trust Wealth Management Co
INCREASED4,3431,830+2,513+137%$290.3K$731.4K+$441.1K2026-11-05
Uhlmann Price Securities, LLC
NEW4,331—+4,331——$729.4K—2026-11-03
Doliver Advisors, LP
DECREASED4,32910,473-6,144-59%$1.7M$729.1K-$932.6K2026-10-01
Tenzing Financial LLC
DECREASED4,3054,368-63-1%$707.5K$756.2K+$48.7K2026-11-03
Founders Financial Alliance, LLC
INCREASED4,2774,100+177+4%$650.5K$720.3K+$69.8K2026-11-10
Sun Group Wealth Partners
INCREASED4,2574,248+9+0%$674.0K$717.0K+$43.0K2026-10-26
Quantum Financial Partners LLC
INCREASED4,2473,179+1,068+34%$504.3K$715.3K+$210.9K2026-10-19
San Luis Wealth Advisors LLC
INCREASED4,2434,224+19+0%$670.2K$714.7K+$44.5K2026-10-27
Cove Private Wealth, LLC
UNCHANGED4,2334,23300%$671.6K$712.9K+$41.3K2026-10-28
Access Financial Services, Inc.
DECREASED4,2194,269-50-1%$677.3K$710.6K+$33.3K2026-11-09
Petros Family Wealth, LLC
NEW4,214—+4,214——$709.8K—2026-10-28
Interchange Capital Partners, LLC
DECREASED4,1744,183-90%$663.5K$702.8K+$39.3K2026-10-28
Accredited Investor Services, LLC
UNCHANGED4,1574,15700%$659.6K$700.1K+$40.6K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,1112,936+1,175+40%$465.8K$692.3K+$226.5K2026-10-27
Victory Financial Group, LLC
DECREASED4,1056,524-2,419-37%$1.0M$691.4K-$343.7K2026-10-27
Mizuho Markets Americas LLC
NEW4,100—+4,100——$690.5K—2026-11-09
Investment Partners Asset Management, Inc.
INCREASED4,0984,044+54+1%$641.6K$690.2K+$48.6K2026-10-09
Waldron Private Wealth LLC
UNCHANGED4,0974,09700%$650.0K$690.0K+$40.0K2026-11-02
Ascent Group, LLC
INCREASED4,0903,574+516+14%$567.1K$688.8K+$121.8K2026-10-30
SeaBridge Investment Advisors LLC
DECREASED4,0834,256-173-4%$675.3K$687.7K+$12.4K2026-11-02
Caldwell Trust Co
DECREASED4,0834,109-26-1%$651.9K$687.7K+$35.7K2026-10-30
Bison Wealth, LLC
INCREASED4,0793,426+653+19%$554.9K$701.6K+$146.6K2026-10-13
NWF Advisory Services Inc.
INCREASED4,0723,898+174+4%$618.5K$686.0K+$67.5K2026-10-19
World Equity Group, Inc.
DECREASED4,0575,301-1,244-23%$841.0K$683.3K-$157.7K2026-10-14
Larry Mathis Financial Planning, LLC
NEW4,012—+4,012——$675.7K—2026-10-26
M Holdings Securities, Inc.
NEW4,006—+4,006——$696—2026-11-03
Donaldson Capital Management, LLC
INCREASED3,9953,960+35+1%$628.3K$672.9K+$44.6K2026-11-09
Penobscot Wealth Management
DECREASED3,9944,065-71-2%$645.0K$672.7K+$27.7K2026-10-21
Noesis Capital Mangement Corp
INCREASED3,9943,974+20+1%$630.5K$672.7K+$42.2K2026-10-26
Wealth Advisory Solutions, LLC
DECREASED3,9774,019-42-1%$637.7K$669.8K+$32.2K2026-10-20
Lynx Capital Group LTD
DECREASED3,9613,975-140%$630.7K$667.1K+$36.5K2026-11-04
WealthBridge Capital Management, LLC
UNCHANGED3,9463,94600%$626.0K$664.5K+$38.5K2026-10-16
Allen Investment Management, LLC
UNCHANGED3,9433,94300%$625.6K$664.1K+$38.5K2026-11-03
Global Assets Advisory, LLC
INCREASED3,9313,419+512+15%$543.8K$656.7K+$112.9K2026-10-28
Sherman Asset Management, Inc.
DECREASED3,9126,571-2,659-40%$1.0M$658.9K-$383.8K2026-11-05
Burford Brothers, Inc.
DECREASED3,9044,342-438-10%$688.9K$657.5K-$31.4K2026-10-21
Allen Capital Group, LLC
INCREASED3,8973,805+92+2%$603.7K$656.3K+$52.6K2026-10-27
CDM Financial Counseling Services, Inc.
UNCHANGED3,8933,89300%$617.6K$655.7K+$38.1K2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED3,8853,877+8+0%$615.1K$654.3K+$39.2K2026-10-19
Clay Northam Wealth Management, LLC
INCREASED3,8713,831+40+1%$607.8K$652.0K+$44.1K2026-10-13
Balefire, LLC
INCREASED3,8411,324+2,517+190%$210.1K$646.9K+$436.8K2026-10-09
SBI Securities Co., Ltd.
INCREASED3,7952,859+936+33%$453.7K$639.2K+$185.5K2026-10-22
Investors Asset Management of Georgia Inc
INCREASED3,7793,759+20+1%$596.4K$636.4K+$40.1K2026-10-20
Sage Investment Advisers LLC
INCREASED3,7753,576+199+6%$567.4K$635.8K+$68.4K2026-10-21
Paragon Private Wealth Management, LLC
INCREASED3,7683,510+258+7%$557.0K$634.6K+$77.7K2026-10-20
Verdence Capital Advisors LLC
INCREASED3,7673,540+227+6%$561.7K$634.4K+$72.8K2026-10-26
Loudon Investment Management, LLC
NEW3,725—+3,725——$627.4K—2026-11-06
Lynch & Associates
DECREASED3,7253,744-19-1%$594.0K$627.4K+$33.3K2026-10-13
RTD Financial Advisors, Inc.
UNCHANGED3,7063,70600%$588.0K$624.2K+$36.2K2026-10-09
Cornerstone Capital, Inc.
DECREASED3,6934,025-332-8%$638.6K$622.0K-$16.6K2026-11-10
Beaton Management Co. Inc.
DECREASED3,6793,729-50-1%$592.0K$620-$591.4K2026-11-09
United Advisor Group, LLC
INCREASED3,6673,415+252+7%$541.8K$617.5K+$75.7K2026-11-03
Meridian Financial Advisors, LLC
DECREASED3,6423,658-160%$580.4K$613.4K+$33.0K2026-10-14
Strategic Advisors LLC
INCREASED3,6253,531+94+3%$560.2K$610.5K+$50.3K2026-10-13
Trust Point Inc.
UNCHANGED3,6203,62000%$574.3K$609.7K+$35.3K2026-10-27
Cpwa, LLC
INCREASED3,6113,030+581+19%$480.8K$621.1K+$140.3K2026-11-04
Endeavor Private Wealth, Inc.
DECREASED3,5994,130-531-13%$655.3K$606.2K-$49.2K2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED3,5922,469+1,123+45%$391.8K$604.9K+$213.2K2026-10-15
UMB Bank, n.a.
UNCHANGED3,5813,58100%$568.2K$603.1K+$35.0K2026-11-06
Bricktown Capital, LLC
UNCHANGED3,5583,55800%$564.5K$599.2K+$34.7K2026-10-13
KPP Advisory Services LLC
DECREASED3,5353,559-24-1%$564.7K$595.4K+$30.7K2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED3,5313,529+2+0%$559.9K$594.6K+$34.7K2026-10-08
Slow Capital, Inc.
UNCHANGED3,5293,52900%$559.9K$594.4K+$34.4K2026-10-23
AA Financial Advisors, LLC
INCREASED3,5243,015+509+17%$478.3K$593.6K+$115.2K2026-10-19
Praxis Capital Management LLC
INCREASED3,5133,500+13+0%$555.3K$591.7K+$36.3K2026-10-16
Clearview Wealth Management LLC
DECREASED3,5013,583-82-2%$568.5K$594.0K+$25.5K2026-10-16
Eley Financial Management, Inc
UNCHANGED3,4763,47600%$551.5K$585.4K+$33.9K2026-11-03
Patten Group, Inc.
DECREASED3,4383,678-240-7%$583.6K$579.0K-$4.5K2026-10-26
Kaydan Wealth Management, Inc.
DECREASED3,4233,549-126-4%$563.1K$576.5K+$13.4K2026-10-08
Sankala Group LLC
DECREASED3,3993,492-93-3%$594.2K$573.1K-$21.0K2026-11-09
Sound Income Strategies, LLC
INCREASED3,3973,180+217+7%$504.6K$571.2K+$66.6K2026-10-09
Essex Bank
UNCHANGED3,3383,33800%$529.6K$562.2K+$32.6K2026-10-16
Point Nemo Capital, LLC
NEW3,327—+3,327——$560.3K—2026-11-03
Central Trust Co
INCREASED3,3132,488+825+33%$394.7K$558.0K+$163.2K2026-11-05
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED3,3093,30900%$525.0K$557.3K+$32.3K2026-11-02
Bridges Investment Management Inc
NEW3,302—+3,302——$556.1K—2026-11-10
Bryn Mawr Trust Advisors, LLC
DECREASED3,2953,349-54-2%$531.3K$554.9K+$23.6K2026-11-04
tru Independence LLC
INCREASED3,2883,277+11+0%$520.0K$553.8K+$33.9K2026-10-20
Stirlingshire Investments, Inc.
INCREASED3,2833,182+101+3%$504.8K$552.9K+$48.1K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED3,2773,275+2+0%$519.6K$551.8K+$32.3K2026-10-26
Fiduciary Alliance LLC
INCREASED3,2742,475+799+32%$392.6K$551.4K+$158.8K2026-10-13
Black Diamond Financial, LLC
INCREASED3,2461,792+1,454+81%$284.3K$546.7K+$262.4K2026-10-26
Legacy Capital Group California, Inc.
INCREASED3,2313,191+40+1%$506.3K$544.2K+$37.9K2026-11-09
Chilton Capital Management LLC
UNCHANGED3,2263,22600%$511.8K$543.3K+$31.5K2026-10-28
APS Management Group, Inc.
DECREASED3,1754,705-1,530-33%$746.5K$534.7K-$211.8K2026-10-14
Stone Summit Wealth LLC
INCREASED3,1652,945+220+7%$467.3K$533.0K+$65.8K2026-10-14
Portfolio Resources Advisor Group, Inc.
INCREASED3,1563,143+13+0%$498.7K$531.5K+$32.9K2026-10-20
Directional Asset Management
INCREASED3,1463,069+77+3%$486.9K$529.8K+$42.9K2026-10-22
Cape Investment Advisory, Inc.
INCREASED3,1371,425+1,712+120%$226.2K$528.3K+$302.1K2026-10-13
Whitener Capital Management, Inc.
INCREASED3,1273,067+60+2%$486.6K$526.7K+$40.1K2026-10-15
Lodestone Wealth Management LLC
INCREASED3,1233,029+94+3%$480.6K$525.9K+$45.3K2026-10-14
SkyOak Wealth, LLC
UNCHANGED3,1073,10700%$492.9K$523.2K+$30.3K2026-10-28
Thoroughbred Financial Services, LLC
INCREASED3,0981,901+1,197+63%$301.0K$521-$300.5K2026-11-09
Cane Capital Partners, LLC
DECREASED3,0973,300-203-6%$523.6K$521.6K-$2.0K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED3,0873,084+3+0%$489.4K$520.0K+$30.6K2026-10-13
Costello Asset Management, Inc
UNCHANGED3,0873,08700%$489.7K$519.9K+$30.2K2026-10-30
Sapient Capital LLC
DECREASED3,0833,108-25-1%$493.1K$519.3K+$26.2K2026-10-08
Goelzer Investment Management, Inc.
INCREASED3,0622,798+264+9%$443.9K$515.6K+$71.7K2026-10-16
Elco Management Co., LLC
DECREASED3,0363,611-575-16%$572.9K$511.3K-$61.6K2026-10-14
Members Wealth LLC
INCREASED3,0282,990+38+1%$474.4K$511.1K+$36.8K2026-10-20
Facet Wealth, Inc.
INCREASED3,0222,995+27+1%$475.2K$509.0K+$33.8K2026-11-04
Econ Financial Services Corp
DECREASED3,01041,080-38,070-93%$6.5M$506.9K-$6.0M2026-10-19
Fulcrum Capital LLC
UNCHANGED3,0003,00000%$476.0K$505.3K+$29.3K2026-10-15
Cullen Capital Management, LLC
DECREASED2,99851,416-48,418-94%$8.2M$504.9K-$7.7M2026-11-10
Darden Wealth Group Inc
INCREASED2,9912,473+518+21%$392.4K$503.7K+$111.4K2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED2,9913,045-54-2%$483.1K$503.8K+$20.7K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED2,9902,988+2+0%$456.0K$503-$455.5K2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED2,9802,400+580+24%$380.8K$501.9K+$121.1K2026-11-04
Indiana Trust & Investment Management Co
INCREASED2,979509+2,470+485%$80.8K$501.7K+$421.0K2026-10-22
LexAurum Advisors, LLC
INCREASED2,9672,906+61+2%$461.1K$499.7K+$38.5K2026-10-19
First International Bank of Israel Ltd.
INCREASED2,9652,955+10+0%$468.8K$499.4K+$30.5K2026-11-04
Howland Capital Management LLC
INCREASED2,9562,923+33+1%$463.8K$497.9K+$34.1K2026-10-22
Chapin Davis, Inc.
INCREASED2,9462,914+32+1%$462.4K$496.3K+$33.9K2026-10-09
Elevatus Welath Management
INCREASED2,9442,934+10+0%$465.5K$495.7K+$30.3K2026-10-19
Partners Wealth Management, LLC
NEW2,917—+2,917——$491.2K—2026-10-28
Perryman Financial Advisory Inc
INCREASED2,9052,893+12+0%$459.1K$489.2K+$30.1K2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED2,8863,161-275-9%$501.5K$486.1K-$15.5K2026-10-13
Angeles Wealth Management, LLC
INCREASED2,8802,826+54+2%$448.4K$485.1K+$36.7K2026-10-26
Adirondack Trust Co
DECREASED2,8712,987-116-4%$473.9K$483.5K+$9.6K2026-10-14
Bensler, LLC
INCREASED2,8661,689+1,177+70%$268.0K$482.7K+$214.7K2026-11-05
SFG Wealth Management, Llc.
DECREASED2,8662,947-81-3%$467.6K$482.7K+$15.1K2026-10-23
Washington Growth Strategies LLC
UNCHANGED2,8632,86300%$454.2K$482.2K+$27.9K2026-10-19
15 Wealth Advisors LLC
NEW2,827—+2,827——$476.3K—2026-10-14
DDD Partners, LLC
UNCHANGED2,8162,81600%$446.8K$474.3K+$27.5K2026-11-02
Joel Isaacson & Co., LLC
INCREASED2,8082,805+3+0%$445.1K$472.9K+$27.8K2026-11-05
Hardy Reed LLC
UNCHANGED2,8082,80800%$445.5K$472.9K+$27.4K2026-11-06
TrustBank
DECREASED2,8002,900-100-3%$460.1K$471.6K+$11.5K2026-10-20
North Star Investment Management Corp.
DECREASED2,7802,790-100%$442.7K$468.2K+$25.6K2026-10-27
Saxony Capital Management, LLC
INCREASED2,7742,476+298+12%$392.9K$467.2K+$74.4K2026-10-15
My Personal CFO, LLC
INCREASED2,7602,466+294+12%$391.2K$464.8K+$73.6K2026-10-14
1900 Wealth Management LLC
DECREASED2,7573,123-366-12%$495.5K$464.3K-$31.2K2026-10-13
Peak Financial Management, Inc.
UNCHANGED2,7562,75600%$437.3K$464.2K+$26.9K2026-10-16
Y.D. More Investments Ltd
DECREASED2,7153,553-838-24%$563.5K$457.3K-$106.2K2026-11-02
Waystone Advisors LLC
UNCHANGED2,7092,70900%$429.8K$429.8K$02026-10-16
Valeo Financial Advisors, LLC
INCREASED2,6962,694+2+0%$427.4K$454.1K+$26.7K2026-10-08
BlueSky Wealth Advisors, LLC
INCREASED2,6942,394+300+13%$379.8K$453.7K+$73.9K2026-10-29
Kickstand Ventures, Llc.
INCREASED2,6931,712+981+57%$271.6K$453.6K+$181.9K2026-11-09
Insight Advisors, LLC/ PA
DECREASED2,6882,803-115-4%$444.7K$452.6K+$7.9K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
NEW2,684—+2,684——$452.0K—2026-10-28
Measured Risk Portfolios, Inc.
INCREASED2,6782,672+6+0%$423.9K$451.0K+$27.1K2026-10-21
BAM Wealth Management, LLC
NEW2,674—+2,674——$450.4K—2026-10-15
Aspen Investment Management Inc
INCREASED2,6702,669+1+0%$423$450+$272026-11-05
Milestone Investment Advisors LLC
DECREASED2,6662,785-119-4%$441.9K$449.0K+$7.1K2026-11-05
Blue Fin Capital, Inc.
INCREASED2,6642,526+138+5%$400.8K$448.7K+$47.9K2026-10-28
Collaborative Wealth Managment Inc.
DECREASED2,6572,659-20%$421.9K$447.5K+$25.6K2026-11-06
Community Bank, N.A.
INCREASED2,6522,642+10+0%$419.2K$446.6K+$27.5K2026-11-06
Wetzel Investment Advisors, Inc.
UNCHANGED2,6512,65100%$420.6K$446.5K+$25.9K2026-10-13
WT Wealth Management
INCREASED2,6502,637+13+0%$418.4K$446.3K+$28.0K2026-10-13
Everett Harris & Co
UNCHANGED2,6452,64500%$419.7K$445.5K+$25.8K2026-10-28
Creative Financial Designs Inc
DECREASED2,6345,692-3,058-54%$903.1K$443.6K-$459.5K2026-11-04
Heritage Wealth Advisors
UNCHANGED2,6242,62400%$416.3K$441.9K+$25.6K2026-11-09
Southland Equity Partners LLC
INCREASED2,6202,618+2+0%$415.4K$441.2K+$25.8K2026-10-14
Triumph Capital Management
INCREASED2,6182,617+1+0%$415.2K$440.9K+$25.7K2026-10-14
Jackson Square Capital, LLC
DECREASED2,6172,630-130%$417.3K$440.8K+$23.5K2026-10-19
Russell Investments Group, Ltd.
INCREASED2,6091,503+1,106+74%$238.5K$439.3K+$200.8K2026-11-06
TD Private Client Wealth LLC
INCREASED2,5922,292+300+13%$363.6K$436.5K+$72.9K2026-10-28
CRA Financial Services, LLC
DECREASED2,5542,722-168-6%$431.9K$430.1K-$1.8K2026-10-16
HUB Investment Partners, LLC
INCREASED2,5521,666+886+53%$264.3K$429.8K+$165.6K2026-11-03
Burns J W & Co Inc
INCREASED2,5522,549+3+0%$404.3K$429.7K+$25.4K2026-10-20
LVW Advisors, LLC
UNCHANGED2,5512,55100%$404.7K$429.6K+$24.9K2026-10-19
Vanguard Capital Wealth Advisors
DECREASED2,5438,590-6,047-70%$1.4M$428.3K-$934.6K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED2,5372,687-150-6%$426.3K$427.3K+$9632026-10-23
NovaPoint Capital, LLC
DECREASED2,5032,592-89-3%$411.2K$421.5K+$10.3K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED2,5003,000-500-17%$476.0K$421.0K-$54.9K2026-10-29
Vicus Capital
DECREASED2,4942,747-253-9%$435.8K$420.1K-$15.7K2026-11-05
MBE Wealth Management, LLC
INCREASED2,4801,749+731+42%$277.4K$417.7K+$140.3K2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
DECREASED2,4692,603-134-5%$413.0K$415.8K+$2.8K2026-10-22
Acorn Wealth Advisors, LLC
DECREASED2,4612,535-74-3%$402.2K$414.6K+$12.3K2026-10-19
HMV Wealth Advisors, LLC
UNCHANGED2,4582,45800%$390.0K$414.0K+$24.0K2026-10-27
Two West Capital Advisors LLC
INCREASED2,4561,614+842+52%$257.1K$419.4K+$162.3K2026-10-15
Focused Wealth Management, Inc
DECREASED2,4282,464-36-1%$390.9K$408.9K+$18.0K2026-10-30
Welch Group, LLC
NEW2,422—+2,422——$407.9K—2026-10-29
Laurel OAK Wealth Management, LLC
INCREASED2,4202,257+163+7%$358.2K$407.6K+$49.5K2026-10-19
Capital Management Associates, Inc
INCREASED2,3982,276+122+5%$361.1K$403.9K+$42.8K2026-10-20
Coldstream Capital Management Inc
INCREASED2,3952,104+291+14%$333.8K$403.4K+$69.5K2026-11-09
Cyndeo Wealth Partners, LLC
INCREASED2,3821,489+893+60%$236.2K$401.2K+$165.0K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED2,3802,567-187-7%$407.3K$400.8K-$6.4K2026-10-05
City Holding Co
INCREASED2,3722,235+137+6%$354.6K$399.5K+$44.9K2026-10-19
Successful Portfolios LLC
DECREASED2,3572,397-40-2%$386.0K$394.5K+$8.5K2026-10-09
Register Financial Advisors LLC
INCREASED2,3412,283+58+3%$362.2K$394.2K+$32.0K2026-10-23
First Heartland Consultants, Inc.
DECREASED2,3222,810-488-17%$445.8K$391.1K-$54.7K2026-10-08
Clear Wave Wealth Management LLC
DECREASED2,3112,316-50%$367.4K$389.3K+$21.9K2026-11-04
Arista Wealth Management, LLC
UNCHANGED2,3032,30300%$365.4K$387.9K+$22.5K2026-10-29
Daymark Wealth Partners, LLC
INCREASED2,3011,889+412+22%$299.7K$387.5K+$87.8K2026-11-04
Rebalance, LLC
DECREASED2,2922,316-24-1%$367.4K$386.0K+$18.5K2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED2,2902,29000%$363.3K$385.7K+$22.4K2026-10-28
CFS Investment Advisory Services, LLC
NEW2,287—+2,287——$382.1K—2026-10-19
Sharkey, Howes & Javer
UNCHANGED2,2782,27800%$361.4K$383.7K+$22.2K2026-10-22
Elevated Capital Advisors, LLC
INCREASED2,2572,253+4+0%$357.5K$380.1K+$22.7K2026-11-04
GW Henssler & Associates LTD
INCREASED2,2551,300+955+73%$206.3K$379.8K+$173.5K2026-10-26
Avestar Capital, LLC
DECREASED2,2482,879-631-22%$456.8K$378.6K-$78.2K2026-10-28
BIP Wealth, LLC
INCREASED2,2372,102+135+6%$333.4K$376.8K+$43.3K2026-10-22
Clear Retirement Advice LLC
UNCHANGED2,2362,23600%$354.8K$376.6K+$21.8K2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED2,2212,321-100-4%$368.3K$374.1K+$5.8K2026-11-02
Red Mountain Financial, LLC
UNCHANGED2,2172,21700%$351.7K$373.4K+$21.6K2026-11-03
River Street Advisors LLC
UNCHANGED2,2172,21700%$351.8K$373.4K+$21.6K2026-10-22
Coyle Financial Counsel LLC
UNCHANGED2,2072,20700%$350.2K$371.7K+$21.5K2026-10-28
Aurora Private Wealth, Inc.
INCREASED2,1972,189+8+0%$347.0K$370-$346.6K2026-10-20
Gamma Investing LLC
DECREASED2,1942,392-198-8%$379.5K$369.5K-$10.0K2026-10-08
Swmg, LLC
INCREASED2,1892,112+77+4%$334.3K$396.9K+$62.6K2026-10-23
Guyasuta Investment Advisors Inc
INCREASED2,1892,175+14+1%$345.1K$368.6K+$23.5K2026-10-15
Whalen Wealth Management Inc.
NEW2,184—+2,184——$367.8K—2026-10-08
Cranbrook Wealth Management, LLC
INCREASED2,1821,646+536+33%$261.2K$367.5K+$106.3K2026-10-28
Vectors Research Management, LLC
NEW2,172—+2,172——$365.8K—2026-11-09
Axiom Investment Management LLC
DECREASED2,17012,435-10,265-83%$2.0M$365.5K-$1.6M2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED2,1662,265-99-4%$359.4K$364.8K+$5.4K2026-11-03
VCI Wealth Management LLC
DECREASED2,1403,754-1,614-43%$595.7K$360.5K-$235.2K2026-10-29
Private Wealth Partners, LLC
UNCHANGED2,1392,13900%$339.3K$360.2K+$20.9K2026-10-22
Millennium Capital Advisors, LLC
UNCHANGED2,1362,13600%$338.9K$359.7K+$20.8K2026-10-16
Patrick M Sweeney & Associates, Inc
INCREASED2,1342,105+29+1%$334.0K$359.4K+$25.4K2026-10-22
Key FInancial Inc
DECREASED2,1332,470-337-14%$391.9K$359.3K-$32.7K2026-11-02
Private Management Group Inc
DECREASED2,1262,202-76-3%$349.4K$358.1K+$8.7K2026-11-04
Straight Path Wealth Management
INCREASED2,1232,019+104+5%$320.4K$357.5K+$37.2K2026-10-23
C2c Wealth Management, LLC
UNCHANGED2,1182,11800%$336.0K$356.7K+$20.7K2026-10-20
AlphaStar Capital Management, LLC
INCREASED2,1172,054+63+3%$325.9K$356.6K+$30.7K2026-10-16
KG Capital Management
INCREASED2,1152,066+49+2%$327.8K$356.1K+$28.4K2026-10-15
Collier Financial
INCREASED2,112973+1,139+117%$154.4K$355.7K+$201.3K2026-11-06
Torrey Growth & Income Advisors
NEW2,107—+2,107——$357.7K—2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED2,1032,184-81-4%$346.4K$354.2K+$7.7K2026-10-16
Collaborative Capital Advisors LLC
UNCHANGED2,1002,10000%$333.2K$353.7K+$20.5K2026-11-06
Blue Trust, Inc.
INCREASED2,0932,057+36+2%$326.3K$352.4K+$26.1K2026-10-15
TrueWealth Advisors, LLC
INCREASED2,0882,061+27+1%$327.0K$351.7K+$24.7K2026-10-09
Parsons Capital Management Inc
INCREASED2,0872,073+14+1%$328.8K$351.4K+$22.6K2026-10-28
Kuhn & Co Investment Counsel
UNCHANGED2,0732,07300%$328.9K$349.1K+$20.2K2026-10-29
Pacific Capital Wealth Advisors, Inc.
UNCHANGED2,0732,07300%$328.9K$349.1K+$20.2K2026-10-22
PCG Asset Management, LLC
DECREASED2,06420,849-18,785-90%$3.3M$347.6K-$3.0M2026-11-05
Wealth Architects, LLC
UNCHANGED2,0612,06100%$327.0K$347.1K+$20.1K2026-11-03
Marathon Wealth Advisors LLC
INCREASED2,0482,045+3+0%$324.4K$344.9K+$20.4K2026-11-04
Eastern Bank
DECREASED2,0432,093-50-2%$332.1K$344.1K+$12.0K2026-10-05
Evergreen Capital Management LLC
UNCHANGED2,0322,03200%$322.4K$342.2K+$19.8K2026-10-23
Bank of New Hampshire
INCREASED2,0301,920+110+6%$304.6K$341.9K+$37.3K2026-10-06
Williams Jones Wealth Management, Llc.
INCREASED2,0211,903+118+6%$301.9K$340.4K+$38.4K2026-11-05
Mission Financial Group, LLC
INCREASED2,0192,008+11+1%$318.7K$340.1K+$21.5K2026-10-21
Huntleigh Advisors, Inc.
DECREASED2,0142,060-46-2%$326.8K$339.2K+$12.3K2026-11-03
Poehling Capital Management, Inc.
NEW2,011—+2,011——$338.7K—2026-10-20
Solstein Capital, LLC
UNCHANGED2,0062,00600%$318.3K$337.9K+$19.6K2026-11-02
Iowa State Bank
UNCHANGED2,0002,00000%$317.3K$336.8K+$19.5K2026-10-06
Purkiss Capital Advisors LLC
DECREASED1,9952,005-100%$318.1K$335.9K+$17.8K2026-11-06
180 Wealth Advisors, LLC
DECREASED1,9942,166-172-8%$343.7K$335.8K-$7.8K2026-11-03
Byrne Asset Management LLC
INCREASED1,9791,909+70+4%$302.8K$328.9K+$26.1K2026-10-06
Brown, Lisle Ings, Inc.
INCREASED1,9751,947+28+1%$308.9K$332.6K+$23.7K2026-10-16
SilverOak Wealth Management LLC
UNCHANGED1,9741,97400%$313.2K$332.5K+$19.3K2026-10-29
Naples Global Advisors, LLC
INCREASED1,9691,939+30+2%$307.7K$331.6K+$24.0K2026-11-05
Destiny Wealth Partners, LLC
INCREASED1,9651,565+400+26%$254.4K$362.7K+$108.3K2026-11-05
CenterStar Asset Management, LLC
NEW1,962—+1,962——$331.6K—2026-10-09
Polaris Investment Advisors, LLC
DECREASED1,9312,635-704-27%$418.1K$325.2K-$92.9K2026-10-20
Sheets Smith Wealth Management
DECREASED1,9152,218-303-14%$352.0K$322.6K-$29.4K2026-10-16
Fiduciary Financial Group, LLC
INCREASED1,9141,574+340+22%$249.7K$322.4K+$72.6K2026-10-13
Astra Wealth Partners LLC
DECREASED1,9112,012-101-5%$319.3K$321.9K+$2.6K2026-11-06
Tannin Capital LLC
DECREASED1,9061,937-31-2%$307.3K$321.0K+$13.7K2026-11-05
Schmidt P J Investment Management Inc
UNCHANGED1,9031,90300%$301.9K$320.5K+$18.6K2026-11-02
Basso Capital Management, L.P.
NEW1,895—+1,895——$319.2K—2026-10-30
Castle Rock Wealth Management, LLC
INCREASED1,8951,885+10+1%$300.7K$316.7K+$16.0K2026-10-09
Waterfront Wealth Inc.
UNCHANGED1,8921,89200%$304.2K$339.7K+$35.4K2026-11-03
Tennessee Valley Asset Management Partners
DECREASED1,8762,283-407-18%$362.2K$315.9K-$46.3K2026-11-03
Maltin Wealth Management, Inc.
INCREASED1,8761,871+5+0%$296.8K$315.9K+$19.1K2026-10-13
German American Bancorp, Inc.
UNCHANGED1,8751,87500%$297.5K$315.8K+$18.3K2026-11-10
United Bank
DECREASED1,8732,617-744-28%$415.2K$315.5K-$99.8K2026-11-06
Turtle Creek Wealth Advisors, LLC
INCREASED1,8581,750+108+6%$277.7K$312.9K+$35.3K2026-10-15
Grantvest Financial Group LLC
DECREASED1,8561,911-55-3%$303.3K$312.6K+$9.3K2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED1,8502,548-698-27%$404.3K$311.6K-$92.7K2026-10-23
Triad Wealth Partners, LLC
NEW1,847—+1,847——$311.1K—2026-10-26
Nova Financial LLC
NEW1,843—+1,843——$310.4K—2026-11-04
Strive Financial Group,LLC
INCREASED1,843157+1,686+1074%$24.9K$310.5K+$285.5K2026-11-09
Capital Advisors, Ltd. LLC
UNCHANGED1,8391,83900%$292$310+$182026-10-27
HCR Wealth Advisors
UNCHANGED1,8341,83400%$291.0K$308.9K+$17.9K2026-10-15
Berkshire Asset Management LLC
INCREASED1,8271,818+9+1%$288.4K$307.7K+$19.3K2026-11-10
Burling Wealth Partners, LLC
UNCHANGED1,8201,82000%$288.8K$306.5K+$17.8K2026-11-09
Three Bridge Wealth Advisors, LLC
NEW1,815—+1,815——$305.7K—2026-11-05
Patriot Investment Management Group, Inc.
INCREASED1,8111,810+1+0%$287.2K$305.0K+$17.8K2026-10-15
Nikulski Financial, Inc.
INCREASED1,8071,333+474+36%$211.5K$304.3K+$92.8K2026-11-06
Jordan Park Trust Co LLC
DECREASED1,8022,042-240-12%$324.0K$303.5K-$20.5K2026-10-19
Jefferson Bridge Capital, LLC
INCREASED1,7901,784+6+0%$283.1K$301.5K+$18.3K2026-11-06
Sincerus Advisory, LLC
INCREASED1,7891,783+6+0%$282.8K$301.4K+$18.5K2026-10-09
Redw Wealth LLC
UNCHANGED1,7811,78100%$282.5K$300.0K+$17.4K2026-11-02
Spartan Planning & Wealth Management
INCREASED1,7721,400+372+27%$222.1K$298.4K+$76.2K2026-10-13
Finley Financial, LLC
DECREASED1,7702,020-250-12%$320.5K$294.2K-$26.3K2026-10-28
Beacon Financial Group
NEW1,765—+1,765——$297.3K—2026-10-19
Snider Financial Group
DECREASED1,7581,833-75-4%$290.8K$296.1K+$5.3K2026-10-16
Tranquility Partners, LLC
DECREASED1,7562,249-493-22%$356.8K$295.7K-$61.1K2026-10-20
Traynor Capital Management, Inc.
DECREASED1,7551,836-81-4%$291.4K$295.6K+$4.3K2026-10-29
Accel Wealth Management
INCREASED1,7421,534+208+14%$243.3K$293.5K+$50.1K2026-10-13
Jm2 Capital Inc.
INCREASED1,7401,597+143+9%$253.4K$293.1K+$39.7K2026-10-14
Peregrine Asset Advisers, Inc.
UNCHANGED1,7391,73900%$275.9K$292.9K+$17.0K2026-11-09
Gryphon Financial Partners LLC
UNCHANGED1,7361,73600%$275.4K$292.4K+$16.9K2026-11-04
Griffin Asset Management, Inc.
INCREASED1,7341,678+56+3%$266.2K$292.0K+$25.8K2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED1,7341,727+7+0%$274.0K$292.0K+$18.0K2026-10-22
Symphony Financial Services, Inc.
INCREASED1,7291,653+76+5%$262.3K$291.1K+$28.8K2026-11-09
Autumn Glory Partners, LLC
INCREASED1,7271,723+4+0%$273.4K$290.9K+$17.5K2026-10-26
DSG Capital Advisors, LLC
DECREASED1,7251,755-30-2%$277.8K$290.5K+$12.7K2026-11-05
Paragon Capital Management Ltd
UNCHANGED1,7231,72300%$273.4K$290.2K+$16.8K2026-10-09
Strategy Asset Managers LLC
DECREASED1,7211,725-40%$273.7K$289.9K+$16.2K2026-10-14
Syntegra Private Wealth Group, LLC
UNCHANGED1,7121,71200%$271.7K$288.4K+$16.7K2026-10-13
BLB&B Advisors, LLC
DECREASED1,7082,036-328-16%$323.0K$287.6K-$35.4K2026-10-27
Benchmark Financial Wealth Advisors, LLC
NEW1,701—+1,701——$286.4K—2026-10-20
Councilmark Asset Management, LLC
UNCHANGED1,7001,70000%$269.7K$286.3K+$16.6K2026-10-20
King Luther Capital Management Corp
UNCHANGED1,6981,69800%$269.4K$286.0K+$16.6K2026-11-05
Inscription Capital, LLC
DECREASED1,6962,478-782-32%$393.2K$285.6K-$107.6K2026-11-02
Tiller Private Wealth, Inc.
DECREASED1,6941,719-25-1%$272.7K$285.3K+$12.6K2026-10-26
Fortem Financial Group, LLC
UNCHANGED1,6931,69300%$268.6K$285.1K+$16.5K2026-10-20
Beutel, Goodman & Co Ltd.
DECREASED1,6921,802-110-6%$285.0K$284-$284.7K2026-11-04
Plancorp, LLC
NEW1,690—+1,690——$312.4K—2026-11-03
First Financial Bankshares Inc
UNCHANGED1,6881,68800%$267.8K$284.3K+$16.5K2026-11-10
Todd Wealth Management, LLC
DECREASED1,6841,687-30%$267.7K$283.7K+$16.0K2026-10-19
Valley Wealth Managers, Inc.
INCREASED1,6801,606+74+5%$254.8K$282.9K+$28.1K2026-10-09
Blue Bell Private Wealth Management, LLC
DECREASED1,6801,701-21-1%$269.9K$282.9K+$13.1K2026-10-29
LJI Wealth Management, LLC
INCREASED1,6761,360+316+23%$215.8K$282.3K+$66.5K2026-10-28
IPG Investment Advisors LLC
DECREASED1,6742,498-824-33%$396.3K$281.9K-$114.4K2026-10-30
Penobscot Investment Management Company, Inc.
DECREASED1,6661,781-115-6%$282.5K$280.6K-$2.0K2026-10-26
Dumont & Blake Investment Advisors LLC
UNCHANGED1,6631,66300%$263.9K$280.1K+$16.2K2026-10-28
Quartz Partners, LLC
NEW1,660—+1,660——$279.6K—2026-11-03
Grey Ledge Advisors, LLC
UNCHANGED1,6601,66000%$263.4K$279.6K+$16.2K2026-11-02
Weaver Consulting Group
DECREASED1,6581,678-20-1%$266.2K$279.2K+$13.0K2026-10-07
First National Bank & Trust Co of Newtown
UNCHANGED1,6581,65800%$269.5K$306.5K+$37.0K2026-11-09
Christensen, King & Associates Investment Services, Inc.
DECREASED1,6531,755-102-6%$278.4K$278.4K-$502026-10-22
First Pacific Financial
INCREASED1,6401,634+6+0%$259.2K$276.2K+$17.0K2026-10-14
Jnba Financial Advisors
INCREASED1,6371,537+100+7%$243.9K$275.7K+$31.8K2026-11-03
Total Clarity Wealth Management, Inc.
NEW1,636—+1,636——$275.6K—2026-10-26
Auxano Advisors, LLC
UNCHANGED1,6261,62600%$258.0K$273.9K+$15.9K2026-11-06
Trueblood Wealth Management, LLC
DECREASED1,6141,768-154-9%$280.5K$271.9K-$8.6K2026-10-23
FSM Wealth Advisors, LLC
UNCHANGED1,6021,60200%$254.2K$269.4K+$15.2K2026-10-27
J. Safra Sarasin Holding AG
DECREASED1,5952,807-1,212-43%$445.5K$268.6K-$176.9K2026-10-26
Invera Wealth Advisors, LLC
INCREASED1,5921,550+42+3%$245.9K$268.1K+$22.2K2026-10-28
Amplius Wealth Advisors, LLC
DECREASED1,5891,634-45-3%$259.3K$267.6K+$8.4K2026-10-20
Town Capital LLC
NEW1,586—+1,586——$267.1K—2026-11-03
InTrack Investment Management Inc
DECREASED1,5841,589-50%$252.2K$266.8K+$14.7K2026-10-15
Brooklyn FI, LLC
INCREASED1,581941+640+68%$150.0K$299.9K+$149.8K2026-11-05
Sterling Investment Management, LLC
INCREASED1,5761,565+11+1%$248.3K$265.4K+$17.1K2026-10-16
Seelaus Asset Management LLC
NEW1,561—+1,561——$262.9K—2026-10-14
Financial Insights, Inc.
NEW1,559—+1,559——$262.6K—2026-10-27
GK Wealth Management LLC
DECREASED1,5493,325-1,776-53%$527.4K$260.9K-$266.5K2026-10-09
Asset Dedication, LLC
INCREASED1,5471,519+28+2%$241.0K$260.5K+$19.5K2026-11-03
FinArc Investments, Inc.
UNCHANGED1,5471,54700%$245.4K$260.5K+$15.1K2026-10-14
BridgePort Financial Solutions, LLC
NEW1,538—+1,538——$259.1K—2026-11-02
Portland Financial Advisors Inc
UNCHANGED1,5381,53800%$244.0K$259.0K+$15.0K2026-10-26
Crown Wealth Group, LLC
NEW1,531—+1,531——$257.9K—2026-10-19
Rockwood Wealth Management, LLC
INCREASED1,5311,420+111+8%$225.3K$257.9K+$32.6K2026-10-27
TruNorth Capital Management, LLC
UNCHANGED1,5201,52000%$241.2K$256.0K+$14.8K2026-10-14
Gray Private Wealth, LLC
UNCHANGED1,5161,51600%$240.5K$255.3K+$14.8K2026-10-28
Purewater Capital LLC
DECREASED1,5121,664-152-9%$264.1K$254.7K-$9.3K2026-10-23
Fjell Capital, LLC
NEW1,502—+1,502——$253.0K—2026-10-13
Rinkey Investments
NEW1,500—+1,500——$252.6K—2026-10-28
Chris Bulman Inc
UNCHANGED1,4881,48800%$236.1K$250.6K+$14.5K2026-10-20
Tableaux LLC
UNCHANGED1,4821,48200%$235.1K$249.6K+$14.5K2026-10-23
Madison Park Capital Advisors, LLC
DECREASED1,4791,930-451-23%$243.8K$249.1K+$5.2K2026-10-28
WealthTrust Asset Management, LLC
DECREASED1,4791,515-36-2%$240.4K$249.1K+$8.7K2026-10-22
Samalin Investment Counsel, LLC
INCREASED1,4761,459+17+1%$231.4K$248.5K+$17.1K2026-10-23
Edge Wealth Management LLC
INCREASED1,4751,474+1+0%$233.9K$249.2K+$15.3K2026-10-13
Investment Planning Advisors, Inc.
DECREASED1,4681,937-469-24%$307.3K$247.2K-$60.1K2026-10-14
Crescent Grove Advisors, LLC
INCREASED1,4641,441+23+2%$228.6K$246.6K+$17.9K2026-10-21
Missouri Trust & Investment Co
UNCHANGED1,4411,44100%$234.2K$242.7K+$8.5K2026-11-04
Cypress Wealth Services, LLC
UNCHANGED1,4291,42900%$226.7K$238.8K+$12.0K2026-10-21
Alerus Financial NA
UNCHANGED1,4221,42200%$225.6K$239.5K+$13.9K2026-11-09
USA Financial Formulas
NEW1,410—+1,410——$237.5K—2026-10-16
Luts & Greenleigh Group, Inc.
UNCHANGED1,4101,41000%$223.7K$237.5K+$13.8K2026-11-05
RPG Investment Advisory, LLC
DECREASED1,4073,882-2,475-64%$616.0K$236.9K-$379.1K2026-10-21
Signaturefd, LLC
DECREASED1,4051,512-107-7%$239.8K$236.6K-$3.3K2026-10-23
Tepp RIA, LLC
NEW1,400—+1,400——$235.9K—2026-10-14
GEM Asset Management, LLC
NEW1,399—+1,399——$235.6K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED1,3931,367+26+2%$216.9K$234.6K+$17.7K2026-10-27
Kingsbury Capital Investment Advisors LLC
INCREASED1,3931,372+21+2%$217.7K$234.6K+$16.9K2026-10-20
Nfsg Corp
DECREASED1,3851,416-31-2%$224.6K$233.2K+$8.6K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,3831,390-70%$220.5K$232.9K+$12.4K2026-10-13
LongView Wealth Management
NEW1,374—+1,374——$231.5K—2026-10-19
Freedom Investment Management, Inc.
NEW1,373—+1,373——$231.3K—2026-11-09
Paradigm, Strategies in Wealth Management, LLC
INCREASED1,3731,368+5+0%$217.0K$231.2K+$14.2K2026-10-16
SmartHarvest Portfolios, LLC
DECREASED1,3652,206-841-38%$350.0K$229.9K-$120.1K2026-10-26
Breakwater Capital Group
DECREASED1,3641,370-60%$217.4K$229.7K+$12.4K2026-10-09
Argyle Capital Partners, LLC
DECREASED1,3631,514-151-10%$240.2K$229.5K-$10.6K2026-10-23
Semitam Bonam LLC
NEW1,360—+1,360——$229.1K—2026-10-27
Romano Brothers and Company
DECREASED1,3601,653-293-18%$262.3K$229.1K-$33.2K2026-10-22
LEE Danner & Bass Inc
UNCHANGED1,3571,35700%$215.3K$228.5K+$13.2K2026-10-27
StrongBox Wealth, LLC
DECREASED1,3521,499-147-10%$238.0K$227.8K-$10.2K2026-11-02
Left Brain Wealth Management, LLC
NEW1,343—+1,343——$226.2K—2026-10-28
Root Financial Partners, LLC
DECREASED1,3371,388-51-4%$220.2K$225.2K+$5.0K2026-10-21
Cooper Financial Group
NEW1,326—+1,326——$223.3K—2026-10-07
Mindset Wealth Management, LLC
NEW1,324—+1,324——$223.0K—2026-10-19
First Command Advisory Services, Inc.
INCREASED1,321925+396+43%$146.8K$222.5K+$75.7K2026-11-05
Oxler Private Wealth LLC
INCREASED1,3211,316+5+0%$208.8K$222.5K+$13.6K2026-10-21
Kraematon Investment Advisors, Inc
INCREASED1,3171,314+3+0%$208.5K$221.8K+$13.3K2026-11-02
Stack Financial Management, Inc
DECREASED1,3091,423-114-8%$225.8K$220.5K-$5.3K2026-11-02
James J. Burns & Company, LLC
UNCHANGED1,3091,30900%$207.7K$220.5K+$12.8K2026-10-22
Richwood Investment Advisors, LLC
UNCHANGED1,3071,30700%$207.4K$220.1K+$12.8K2026-10-30
Summit Financial Strategies, Inc.
DECREASED1,3061,407-101-7%$223.2K$220.0K-$3.3K2026-10-14
Beese Fulmer Investment Management, Inc.
UNCHANGED1,3061,30600%$207.2K$220.0K+$12.7K2026-10-23
Accredited Investors Inc.
UNCHANGED1,2971,29700%$205.8K$218.4K+$12.7K2026-11-03
Compagnie Lombard Odier SCmA
DECREASED1,2943,624-2,330-64%$575.0K$217.9K-$357.0K2026-11-04
Peoples Financial Services Corp.
DECREASED1,2921,310-18-1%$207.8K$217.6K+$9.8K2026-10-20
Sherry Group, Inc.
UNCHANGED1,2901,29000%$207.4K$217.3K+$9.9K2026-10-09
Nautilus Advisors LLC
NEW1,289—+1,289——$217.2K—2026-10-07
N.E.W. Advisory Services LLC
INCREASED1,2841,279+5+0%$202.9K$216.3K+$13.4K2026-11-09
Shulman DeMeo Asset Management LLC
DECREASED1,2831,481-198-13%$235.0K$214.8K-$20.2K2026-10-09
Gold Investment Management Ltd.
UNCHANGED1,2821,28200%$203.4K$215.9K+$12.5K2026-10-19
Advanced Asset Management Advisors Inc
INCREASED1,2801,275+5+0%$202.3K$215.6K+$13.3K2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED1,2761,039+237+23%$164.8K$214.9K+$50.1K2026-11-04
Earned Wealth Advisors, LLC
NEW1,274—+1,274——$214.6K—2026-11-06
Soundwatch Capital LLC
UNCHANGED1,2741,27400%$202.1K$211.7K+$9.6K2026-11-04
Summit Wealth Group LLC / Co
DECREASED1,2731,314-41-3%$208.5K$214.3K+$5.8K2026-10-29
Archvest Wealth Advisors, Inc.
NEW1,271—+1,271——$214.0K—2026-10-29
Kaizen Financial Strategies
NEW1,270—+1,270——$213.9K—2026-10-09
Wealth Dimensions Group, Ltd.
NEW1,258—+1,258——$211.9K—2026-11-02
Roan Capital Partners
NEW1,257—+1,257——$211.7K—2026-10-09
Argos Wealth Advisors, LLC
NEW1,257—+1,257——$211.7K—2026-11-02
Schorn Wealth LLC
DECREASED1,2561,309-53-4%$207.7K$211.5K+$3.8K2026-10-14
Baron Financial Group, LLC
NEW1,255—+1,255——$211.4K—2026-10-09
Verum Partners LLC
NEW1,255—+1,255——$211.4K—2026-10-21
NorthCrest Asset Manangement, LLC
NEW1,252—+1,252——$210.5K—2026-10-13
Northstar Group, Inc.
NEW1,250—+1,250——$210.5K—2026-11-10
Thompson Siegel & Walmsley LLC
NEW1,248—+1,248——$210—2026-11-05
Able Wealth Management LLC
NEW1,245—+1,245——$208.4K—2026-10-13
Hudson Capital Management LLC
NEW1,244—+1,244——$209.5K—2026-10-20
Cornerstone Advisory, LLC
NEW1,243—+1,243——$209.3K—2026-11-06
Ryan Investment Management, Inc.
NEW1,240—+1,240——$208.8K—2026-10-20
Stevens Capital Partners
NEW1,240—+1,240——$208.9K—2026-10-29
Smithfield Trust Co
UNCHANGED1,2361,23600%$197.0K$208-$196.8K2026-11-09
Cheviot Value Management, LLC
INCREASED1,2291,056+173+16%$167.5K$207.0K+$39.5K2026-11-09
Chicago Trust Co NA
NEW1,228—+1,228——$206.8K—2026-10-28
Provenance Wealth Advisors, LLC
INCREASED1,225365+860+236%$57.9K$206.3K+$148.4K2026-10-30
Secure Asset Management, LLC
NEW1,224—+1,224——$206.1K—2026-10-19
Grant Private Wealth Management Inc
DECREASED1,2241,534-310-20%$243.4K$206.1K-$37.2K2026-10-19
Legacy Edge Advisors, LLC
NEW1,216—+1,216——$204.8K—2026-11-06
Revisor Wealth Management LLC
DECREASED1,2161,632-416-25%$259.0K$212.0K-$47.0K2026-10-20
Claro Advisors Inc.
NEW1,212—+1,212——$204.1K—2026-11-02
Kestra Investment Management, LLC
DECREASED1,2051,407-202-14%$223.3K$202.9K-$20.4K2026-11-04
Altfest L J & Co Inc
NEW1,204—+1,204——$202.8K—2026-10-27
GreatBanc Trust Co
NEW1,202—+1,202——$202.4K—2026-11-04
AtlasMark Financial, Inc
NEW1,200—+1,200——$202.1K—2026-10-13
Berbice Capital Management LLC
NEW1,200—+1,200——$202.1K—2026-10-13
Optivise Advisory Services LLC
NEW1,192—+1,192——$200.8K—2026-10-19
AmeriServ Wealth Advisors
DECREASED1,1901,627-437-27%$258.1K$200.4K-$57.7K2026-10-21
Next Level Wealth Planning, LLC
NEW1,168—+1,168——$196.7K—2026-10-29
Latitude Advisors, LLC
NEW1,157—+1,157——$194.8K—2026-10-27
Global Trust Asset Management, LLC
INCREASED1,154654+500+76%$103.8K$194.4K+$90.6K2026-10-19
SYM Financial Corp
UNCHANGED1,1491,14900%$182.3K$193.5K+$11.2K2026-10-26
Phillips Financial Management, LLC
UNCHANGED1,1471,14700%$182.0K$193.2K+$11.2K2026-10-19
Acropolis Investment Management, LLC
UNCHANGED1,1361,13600%$180.2K$191.3K+$11.1K2026-10-08
Hamilton Point Investment Advisors, LLC
UNCHANGED1,1281,12800%$179.0K$190.0K+$11.0K2026-11-03
Stone House Investment Management, LLC
INCREASED1,127916+211+23%$145.4K$189.7K+$44.4K2026-10-23
Albion Financial Group
UNCHANGED1,1111,11100%$176.3K$187.1K+$10.8K2026-10-21
Nemes Rush Group LLC
INCREASED1,1021,099+3+0%$174.3K$185.6K+$11.3K2026-11-04
SJS Investment Consulting Inc.
UNCHANGED1,0961,09600%$173.9K$184.6K+$10.7K2026-10-26
Friedenthal Financial
NEW1,087—+1,087——$183.1K—2026-10-27
Townsend Asset Management Corp
INCREASED1,057296+761+257%$47.0K$178.0K+$131.0K2026-10-29
Highline Wealth Partners LLC
INCREASED1,039870+169+19%$138.1K$175.0K+$37.0K2026-10-19
Morse Asset Management, Inc
DECREASED1,0001,025-25-2%$162.6K$168.4K+$5.8K2026-11-09
Community Financial Services Group, LLC
DECREASED9971,097-100-9%$175.0K$165.7K-$9.3K2026-10-15
Princeton Global Asset Management LLC
INCREASED958953+5+1%$151.2K$161.4K+$10.2K2026-10-21
Elevation Wealth Partners, LLC
INCREASED936894+42+5%$141.8K$157.6K+$15.8K2026-10-07
Armstrong Advisory Group, Inc
INCREASED935767+168+22%$121.7K$157.5K+$35.8K2026-10-09
Ascentis Wealth Management, LLC
INCREASED908838+70+8%$133.0K$152.9K+$20.0K2026-11-03
Union Savings Bank
UNCHANGED90290200%$143.1K$151.9K+$8.8K2026-10-14
Sage Mountain Advisors LLC
UNCHANGED88088000%$139.6K$148.2K+$8.6K2026-11-02
Highland Investment Advisors LLC
UNCHANGED86486400%$137.0K$145.5K+$8.5K2026-11-09
United Community Bank
UNCHANGED83383300%$132.2K$140.3K+$8.1K2026-10-28
Kingdom Financial Group Llc.
DECREASED815835-20-2%$132.5K$137.3K+$4.8K2026-11-04
NBH Bank
DECREASED811986-175-18%$156.4K$136.6K-$19.9K2026-11-05
Edgemoor Investment Advisors, Inc.
NEW800—+800——$134.7K—2026-11-03
Signature Equity Partners, LLC
INCREASED790627+163+26%$99.5K$133.0K+$33.5K2026-10-29
Heritage Family Offices, LLP
NEW786—+786——$132.3K—2026-11-02
Winch Advisory Services, LLC
INCREASED775562+213+38%$89.2K$130.6K+$41.4K2026-11-06
Concord Wealth Partners
INCREASED767538+229+43%$85.4K$129.2K+$43.8K2026-11-02
Clayton Financial Group LLC
NEW728—+728——$122.6K—2026-10-13
Cdkv Holdings LLC
UNCHANGED70870800%$112.3K$119.2K+$6.9K2026-10-28
IFS Advisors, LLC
NEW703—+703——$118.5K—2026-10-14
Farmers & Merchants Investments Inc
DECREASED694701-7-1%$111.2K$116.9K+$5.7K2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED689707-18-3%$112.2K$116.0K+$3.9K2026-10-15
Grove Bank & Trust
UNCHANGED68868800%$109.2K$115.9K+$6.7K2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED68868800%$109.1K$115.8K+$6.7K2026-10-20
Barrett & Company, Inc.
DECREASED679719-40-6%$114.1K$114.4K+$2822026-10-22
Ulland Investment Advisors, LLC
UNCHANGED67067000%$106$113+$72026-10-13
First United Bank & Trust
INCREASED652581+71+12%$92.2K$109.8K+$17.6K2026-10-22
Investors Research Corp
DECREASED647727-80-11%$115.3K$109.0K-$6.4K2026-10-07
Ashurst Perkins Coie Trust Co
UNCHANGED62762700%$99.5K$105.6K+$6.1K2026-10-15
Archer Investment Corp
INCREASED615485+130+27%$76.9K$103.5K+$26.6K2026-11-05
Markowski Investments
INCREASED614313+301+96%$49.7K$103.5K+$53.8K2026-10-30
Northstar Asset Management Co
UNCHANGED60060000%$97.5K$107.4K+$9.8K2026-10-22
SBK Financial, Inc.
UNCHANGED59559500%$94.4K$100.2K+$5.8K2026-11-02
Trust Co of Toledo NA
UNCHANGED59259200%$93.9K$99.7K+$5.8K2026-10-16
Align Financial, LLC
DECREASED588893-305-34%$141.7K$99.0K-$42.7K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED58658600%$93.0K$98.7K+$5.7K2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED585508+77+15%$80.6K$98.5K+$17.9K2026-10-30
Intesa Sanpaolo Wealth Management
UNCHANGED58058000%$92.0K$97.7K+$5.7K2026-10-28
Mondrian Investment Partners LTD
NEW552—+552——$97.0K—2026-10-23
Birch Financial Group, LLC
NEW540—+540——$91.0K—2026-10-27
Hilton Head Capital Partners, LLC
DECREASED524909-385-42%$144.2K$88.2K-$56.0K2026-10-23
American National Bank & Trust
UNCHANGED52052000%$82.5K$87.6K+$5.1K2026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED50050000%$79.3K$84.2K+$4.9K2026-10-26
Hantz Financial Services, Inc.
INCREASED480410+70+17%$65.0K$81-$64.9K2026-11-09
Cardiff Park Advisors, LLC
UNCHANGED48048000%$76.2K$80.8K+$4.7K2026-11-09
Pacifica Partners Inc.
UNCHANGED48048000%$78.6K$79.8K+$1.2K2026-10-09
Financial Perspectives, Inc
INCREASED473466+7+2%$74.0K$79.7K+$5.8K2026-11-03
Kozak & Associates, Inc.
DECREASED460478-18-4%$76.3K$82.7K+$6.4K2026-10-29
Harbor Asset Planning, Inc.
INCREASED456454+2+0%$72.1K$76.8K+$4.7K2026-10-23
Trust Co of Vermont
UNCHANGED41741700%$66.2K$70.2K+$4.1K2026-10-21
Burk Holdings LLC
UNCHANGED40740700%$64.6K$68.5K+$4.0K2026-11-05
Caldwell Sutter Capital, Inc.
UNCHANGED40240200%$63.8K$67.7K+$3.9K2026-11-09
Wolff Wiese Magana LLC
INCREASED40197+304+313%$15.4K$67.6K+$52.2K2026-10-15
Provident Wealth Management, LLC
DECREASED4001,142-742-65%$181.2K$67.4K-$113.8K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED38938900%$61.7K$65.5K+$3.8K2026-10-23
Versant Capital Management, Inc
UNCHANGED38138100%$60.4K$64.2K+$3.7K2026-10-02
Team Financial Group, LLC
NEW374—+374——$63.0K—2026-10-30
Paladin Advisory Group, LLC
UNCHANGED37337300%$59.2K$62.8K+$3.6K2026-11-09
Keystone Financial Group, Inc.
DECREASED366372-6-2%$59.0K$61.6K+$2.6K2026-10-13
Key Capital Management, Inc
UNCHANGED36536500%$57.9K$61.5K+$3.6K2026-11-03
Avion Wealth
UNCHANGED36536500%$57$61+$42026-11-04
Olistico Wealth, LLC
INCREASED363330+33+10%$52.3K$61.1K+$8.8K2026-10-05
Signature Resources Capital Management, LLC
INCREASED355321+34+11%$50.9K$59.8K+$8.9K2026-10-16
Louisbourg Investments Inc.
UNCHANGED34534500%$54.7K$58.1K+$3.4K2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED34534500%$54.7K$58.1K+$3.4K2026-10-13
DeDora Capital, Inc.
NEW343—+343——$57.8K—2026-10-26
Morton Brown Family Wealth, LLC
INCREASED343342+1+0%$54.3K$57.8K+$3.5K2026-10-23
Polaris Financial Partners
NEW338—+338——$58—2026-10-02
Financial Management Professionals, Inc.
DECREASED331526-195-37%$83.5K$55.7K-$27.7K2026-10-23
Bochk Asset Management Ltd
DECREASED32020,440-20,120-98%$3.2M$53.9K-$3.2M2026-10-29
Manchester Capital Management LLC
UNCHANGED31231200%$49.5K$52.5K+$3.0K2026-10-22
Lloyd Advisory Services, Llc.
DECREASED310351-41-12%$55.7K$52.3K-$3.4K2026-11-02
Strengthening Families & Communities, LLC
INCREASED300299+1+0%$47.4K$50.5K+$3.1K2026-10-21
First Community Trust NA
UNCHANGED30030000%$47.6K$50.5K+$2.9K2026-10-07
Pinnacle Bancorp, Inc.
UNCHANGED30030000%$47.6K$50.5K+$2.9K2026-10-21
Addison Advisors LLC
UNCHANGED29829800%$47.3K$50.2K+$2.9K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2962,118-1,822-86%$336.3K$49.8K-$286.5K2026-10-14
FNY Investment Advisers, LLC
DECREASED2943,511-3,217-92%$557$49-$5082026-10-16
Fairscale Capital, LLC
UNCHANGED27727700%$43.9K$51.2K+$7.3K2026-11-04
Center for Financial Planning, Inc.
UNCHANGED27327300%$43.3K$46.0K+$2.7K2026-10-26
Hanson & Doremus Investment Management
UNCHANGED25125100%$40.0K$42-$40.0K2026-10-16
Knuff & Co LLC
UNCHANGED25025000%$39.7K$42.1K+$2.4K2026-11-06
Rydar Equities, Inc.
NEW248—+248——$41.9K—2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED24424400%$38.7K$41.1K+$2.4K2026-10-22
Clark Wealth Partners
UNCHANGED24324300%$38.6K$40.9K+$2.4K2026-10-19
Armor Investment Advisors, LLC
UNCHANGED23023000%$36.5K$38.7K+$2.2K2026-10-27
Covestor Ltd
DECREASED225253-28-11%$40.0K$38-$40.0K2026-10-30
Bulwark Capital Corp
UNCHANGED22022000%$34.9K$37.1K+$2.1K2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED22022000%$34.9K$37.1K+$2.1K2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED21921900%$34.7K$36.9K+$2.1K2026-11-05
Wagner Wealth Management, LLC
INCREASED217216+1+0%$34.3K$36.5K+$2.2K2026-10-21
IAG Wealth Partners, LLC
UNCHANGED21521500%$34.1K$36.2K+$2.1K2026-11-06
Adkins Seale Capital Management LLC
UNCHANGED21521500%$34.1K$36.2K+$2.1K2026-10-27
Bangor Savings Bank
UNCHANGED20820800%$33.0K$35.0K+$2.0K2026-10-06
Roxbury Financial LLC
INCREASED207206+1+0%$32.7K$34.8K+$2.1K2026-10-01
Picton Mahoney Asset Management
DECREASED2007,500-7,300-97%$1.2M$33.7K-$1.2M2026-11-09
Fairway Wealth LLC
DECREASED197226-29-13%$35.9K$33.2K-$2.7K2026-10-30
PlanVest Financial, Inc
UNCHANGED17917900%$28.4K$30.2K+$1.8K2026-11-09
Gables Capital Management Inc.
UNCHANGED17517500%$27.8K$29.5K+$1.7K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED171131+40+31%$20.7K$28.7K+$8.0K2026-11-05
Steph & Co
UNCHANGED17017000%$27.0K$28.6K+$1.7K2026-10-07
Pioneer Family Office, LLC
INCREASED164163+1+1%$25.9K$27.6K+$1.8K2026-10-30
Abound Wealth Management
INCREASED157126+31+25%$20.0K$26.4K+$6.5K2026-10-26
Eukles Asset Management
UNCHANGED15515500%$24.6K$26.1K+$1.5K2026-11-04
RMG Wealth Management LLC
UNCHANGED15515500%$26.1K$28.0K+$1.9K2026-10-26
Birchwood Financial Partners, Inc.
NEW150—+150——$25.3K—2026-11-02
Citizens National Bank Trust Department
DECREASED150400-250-62%$63.5K$25.3K-$38.2K2026-11-04
Vima LLC
UNCHANGED15015000%$23.8K$25.3K+$1.5K2026-10-23
Davis Capital Management
UNCHANGED15015000%$23.8K$25.3K+$1.5K2026-10-08
Luken Investment Analytics, LLC
UNCHANGED15015000%$23.8K$25.3K+$1.5K2026-11-06
Oakworth Capital, Inc.
UNCHANGED15015000%$23.8K$25.3K+$1.5K2026-10-26
PFS Partners, LLC
UNCHANGED14714700%$23.3K$24.8K+$1.5K2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED146145+1+1%$56.5K$56.7K+$2012026-10-19
Park Square Financial Group, LLC
DECREASED144164-20-12%$26.0K$24.3K-$1.8K2026-11-09
Noble Wealth Management PBC
NEW140—+140——$23.6K—2026-10-01
WPG Advisers, LLC
UNCHANGED13913900%$22.1K$23.4K+$1.4K2026-10-27
Deutsche Bank Ag\
DECREASED136576-440-76%$91.4K$22.9K-$68.5K2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED13513500%$21.4K$22.7K+$1.3K2026-10-16
Piscataqua Savings Bank
UNCHANGED13413400%$21.3K$22.6K+$1.3K2026-10-21
Legacy Bridge, LLC
UNCHANGED13213200%$20.9K$22.2K+$1.3K2026-10-28
Rakuten Securities, Inc.
DECREASED131162-31-19%$25.7K$22.1K-$3.6K2026-11-02
Livelsberger Financial Advisory
NEW130—+130——$21.9K—2026-10-28
Mainstream Capital Management LLC
NEW127—+127——$21.4K—2026-10-23
Rachor Investment Advisory Services, LLC
NEW125—+125——$21.1K—2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED113102+11+11%$16.2K$19.0K+$2.8K2026-10-07
Inspire Investing, LLC
UNCHANGED11311300%$17.9K$19.0K+$1.1K2026-10-22
NorthAvenue LLC
UNCHANGED10610600%$16.8K$17.9K+$1.0K2026-10-29
Rosenberg Matthew Hamilton
DECREASED105165-60-36%$26.2K$17.7K-$8.5K2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED10410400%$16.5K$17.5K+$1.0K2026-10-23
First Premier Bank
DECREASED102111-9-8%$18$17-$12026-10-13
Trellis Wealth Advisors LLC
NEW100—+100——$16.8K—2026-10-19
Godfrey Financial Associates, Inc.
UNCHANGED10010000%$15.9K$16.8K+$9762026-11-10
True Wealth Design, LLC
UNCHANGED10010000%$15.9K$16.8K+$9762026-10-13
Old Second National Bank of Aurora
UNCHANGED10010000%$15.9K$16.8K+$9762026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED969600%$15.2K$16.2K+$9372026-11-02
Ameliora Wealth Management Ltd.
NEW89—+89——$15.0K—2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED89730-641-88%$115.8K$15.0K-$100.8K2026-10-16
Arvest Investments, Inc.
UNCHANGED848400%$13.3K$14.1K+$8202026-10-21
Rice Partnership, LLC
UNCHANGED818100%$12.9K$13.6K+$7912026-11-09
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED80276-196-71%$25.2K$13.5K-$11.8K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED797900%$12.5K$13.3K+$7712026-10-15
Comprehensive Financial Planning, Inc.
INCREASED7473+1+1%$11.5K$12.6K+$1.1K2026-10-27
Evermay Wealth Management LLC
UNCHANGED737300%$11.6K$12.3K+$7122026-11-05
High Point Wealth Management, LLC
UNCHANGED707000%$11.1K$11.8K+$7272026-11-05
IMG Wealth Management, Inc.
UNCHANGED676700%$10.7K$11.4K+$6992026-10-27
Chapman Financial Group, LLC
UNCHANGED656500%$10.3K$10.9K+$6352026-10-26
Balentine LLC
UNCHANGED636300%$10.0K$10.6K+$6142026-11-03
New England Capital Financial Advisors LLC
UNCHANGED636300%$10.0K$10.6K+$6152026-11-03
Tompkins Financial Corp
UNCHANGED626200%$9.8K$10.4K+$6052026-10-05
Valued Wealth Advisors LLC
UNCHANGED616100%$9.7K$10.3K+$5952026-11-05
Peterson Wealth Services
UNCHANGED585800%$9.2K$9.8K+$5662026-10-26
Reyes Financial Architecture, Inc.
NEW53—+53——$8.9K—2026-10-22
John Boyer, Inc.
NEW51—+51——$8.5K—2026-10-27
Lynch Investment Planning, LLC
NEW50—+50——$8.4K—2026-10-27
City State Bank
UNCHANGED505000%$7.9K$8.4K+$4882026-10-20
Philadelphia Investment Partners, LLC
UNCHANGED484800%$7.6K$8.0K+$4332026-11-09
Redwood Park Advisors LLC
UNCHANGED454500%$7.2K$7.6K+$4412026-11-02
Monetary Solutions, Ltd
UNCHANGED424200%$6.7K$7.1K+$4102026-10-22
Cedar Mountain Advisors, LLC
DECREASED41270-229-85%$42.8K$6.9K-$35.9K2026-10-15
Joseph Group Capital Management
UNCHANGED363600%$5.7K$6.1K+$3512026-11-04
Blume Capital Management, Inc.
UNCHANGED353500%$5.6K$5.9K+$3412026-10-26
Tounjian Advisory Partners, LLC
INCREASED331+32+3200%$225$5.5K+$5.3K2026-11-04
Sfam, LLC
UNCHANGED303000%$4.8K$5.1K+$2932026-11-03
Gilpin Wealth Management, LLC
UNCHANGED292900%$4.6K$4.9K+$2832026-10-09
Mosley Wealth Management
UNCHANGED292900%$4.6K$5.1K+$5382026-10-16
DecisionPoint Financial, LLC
NEW25—+25——$4.2K—2026-10-27
Gen-Wealth Partners Inc
UNCHANGED252500%$4.0K$4.2K+$2442026-11-04
Great Lakes Advisors, LLC
NEW22—+22——$3.7K—2026-11-06
Mechanics Financial Corp
UNCHANGED181800%$2.9K$3.0K+$1762026-11-05
TFC Financial Management, Inc.
NEW17—+17——$2.9K—2026-10-26
Southern Michigan Bank & Trust
NEW16—+16——$2.7K—2026-10-19
Valley National Advisers Inc
UNCHANGED161600%$2.5K$2.7K+$1562026-10-23
Go Invest LLC
UNCHANGED131300%$2.0K$2.2K+$1332026-10-09
Syntax Research, Inc.
UNCHANGED9900%$1.4K$1.5K+$882026-11-04
Breakwater Investment Management
DECREASED8369-361-98%$58.5K$1.3K-$57.2K2026-10-20
Sawyer & Company, Inc
UNCHANGED7700%$1.1K$1.2K+$682026-10-21
Creative Capital Management Investments LLC
NEW5—+5——$842—2026-10-28
Cornerstone Wealth Group, LLC
CLOSED040,928-40,928-100%$6.5M$0-$6.5M2026-11-02
BNC Wealth Management, LLC
CLOSED025,135-25,135-100%$4.0M$0-$4.0M2026-10-19
Retireful, LLC
CLOSED017,039-17,039-100%$2.7M$0-$2.7M2026-10-09
SBI Okasan Asset Management Co.Ltd.
CLOSED015,620-15,620-100%$2.5M$0-$2.5M2026-11-10
Cabana LLC
CLOSED015,451-15,451-100%$2.5M$0-$2.5M2026-11-04
Optimas Capital Ltd
CLOSED09,300-9,300-100%$1.5M$0-$1.5M2026-11-03
Connective Portfolio Management, LLC
CLOSED07,000-7,000-100%$1.1M$0-$1.1M2026-10-22
Guardian Partners Inc.
CLOSED07,000-7,000-100%$1.1M$0-$1.1M2026-10-21
Cox Capital Mgt LLC
CLOSED06,762-6,762-100%$1.1M$0-$1.1M2026-10-07
Novem Group
CLOSED06,170-6,170-100%$978.9K$0-$978.9K2026-10-19
DLK Investment Management, LLC
CLOSED05,259-5,259-100%$766.5K$0-$766.5K2026-10-09
Rational Advisors, Inc.
CLOSED04,758-4,758-100%$754.9K$0-$754.9K2026-11-02
Verity Asset Management, Inc.
CLOSED04,190-4,190-100%$664.6K$0-$664.6K2026-10-30
MFA Wealth Advisors, LLC
CLOSED03,968-3,968-100%$629.5K$0-$629.5K2026-10-07
Alpha Wealth Funds, LLC
CLOSED03,178-3,178-100%$504.2K$0-$504.2K2026-11-05
Alterna Wealth Management, Inc
CLOSED02,988-2,988-100%$474.1K$0-$474.1K2026-10-27
West Michigan Advisors, LLC
CLOSED02,942-2,942-100%$466.8K$0-$466.8K2026-11-09
White Lighthouse Investment Management Inc.
CLOSED02,613-2,613-100%$414.6K$0-$414.6K2026-10-21
Bryant Woods Investment Advisors, LLC
CLOSED02,375-2,375-100%$376.9K$0-$376.9K2026-10-26
FCG Investment Co
CLOSED01,918-1,918-100%$304.3K$0-$304.3K2026-10-13
Brady Family Wealth, LLC
CLOSED01,895-1,895-100%$300.7K$0-$300.7K2026-11-02
Axim Planning & Wealth
CLOSED01,759-1,759-100%$279.1K$0-$279.1K2026-10-28
Fragasso Financial Advisors Inc
CLOSED01,635-1,635-100%$259.4K$0-$259.4K2026-10-13
Mizuho Markets Cayman LP
CLOSED01,600-1,600-100%$253.9K$0-$253.9K2026-11-09
Pinnacle Financial Group, LLC / IL
CLOSED01,433-1,433-100%$227.3K$0-$227.3K2026-10-29
Cowa, LLC
CLOSED01,429-1,429-100%$226.8K$0-$226.8K2026-10-30
Serenity Investment Advisors
CLOSED01,389-1,389-100%$239.5K$0-$239.5K2026-10-30
Jamison Private Wealth Management, Inc.
CLOSED01,324-1,324-100%$210.0K$0-$210.0K2026-10-14
Family Legacy Financial Solutions, LLC
CLOSED0852-852-100%$135.2K$0-$135.2K2026-10-07
Commonwealth Retirement Investments LLC
CLOSED0701-701-100%$111.2K$0-$111.2K2026-10-26
Cornerstone Planning Group LLC
CLOSED0595-595-100%$94.9K$0-$94.9K2026-10-16
Marshall & Sterling Wealth Advisors Inc.
CLOSED0554-554-100%$87.9K$0-$87.9K2026-10-28
Obsidian CIO, LLC
CLOSED0392-392-100%$62.3K$0-$62.3K2026-11-05
Founders Capital Management
CLOSED0384-384-100%$61.0K$0-$61.0K2026-10-13
Coastline Trust Co
CLOSED0345-345-100%$54.7K$0-$54.7K2026-10-01
Wellington Grp LLC
CLOSED0317-317-100%$46.5K$0-$46.5K2026-11-06
Freestone Capital Holdings, LLC
CLOSED0277-277-100%$44.0K$0-$44.0K2026-11-09
Gleason Group, Inc.
CLOSED0253-253-100%$40.2K$0-$40.2K2026-10-15
BankPlus Trust Department
CLOSED0203-203-100%$32.2K$0-$32.2K2026-11-06
Mcdonald Partners LLC
CLOSED0128-128-100%$20.3K$0-$20.3K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED084-84-100%$13.4K$0-$13.4K2026-10-26
Arlington Trust Co LLC
CLOSED075-75-100%$11.9K$0-$11.9K2026-10-20
Blueline Advisors LLC
CLOSED056-56-100%$7.7K$0-$7.7K2026-10-15
Bullseye Investment Management, LLC
CLOSED050-50-100%$7.9K$0-$7.9K2026-10-29
Hoey Investments, Inc
CLOSED030-30-100%$4.8K$0-$4.8K2026-10-29
LifeSteps Financial, Inc.
CLOSED024-24-100%$3.8K$0-$3.8K2026-10-15
Evolution Wealth Management Inc.
CLOSED015-15-100%$2.4K$0-$2.4K2026-10-28
Meramec Financial Planners, LLC
CLOSED013-13-100%$2.1K$0-$2.1K2026-11-09
Quent Capital, LLC
CLOSED04-4-100%$635$0-$6352026-11-09
Prairie Wealth Advisors, Inc.
UNCHANGED000—$217.0K$273.3K+$56.3K2026-10-29
Bank of America Corp
N/A—32,283,419-32,283,419-100%$5.1B———
JPMorgan Chase & Co
N/A—13,036,140-13,036,140-100%$2.1B———
Morgan Stanley
N/A—11,713,248-11,713,248-100%$1.9B———
Goldman Sachs Group Inc
N/A—7,613,797-7,613,797-100%$1.2B———
Wells Fargo & Company
N/A—6,778,028-6,778,028-100%$1.1B———
UBS Group AG
N/A—5,138,311-5,138,311-100%$815.2M———
Raymond James Financial Inc
N/A—4,974,409-4,974,409-100%$789.2M———
Envestnet Asset Management Inc
N/A—4,241,978-4,241,978-100%$673.0M———
Royal Bank of Canada
N/A—3,122,016-3,122,016-100%$495.3M———
Focus Partners Wealth
N/A—3,016,769-3,016,769-100%$478.6M———
Ameriprise Financial Inc
N/A—2,654,030-2,654,030-100%$421.3M———
Janney Montgomery Scott LLC
N/A—2,319,229-2,319,229-100%$368.0M———
Caisse de Depot ET Placement DU Quebec
N/A—1,693,225-1,693,225-100%$268.6M———
Menora Mivtachim Holdings Ltd.
N/A—1,669,613-1,669,613-100%$264.9M———
Osaic Holdings, Inc.
N/A—1,465,522-1,465,522-100%$232.6M———
Pgim Custom Harvest LLC
N/A—1,148,086-1,148,086-100%$182.2M———
Charles Schwab Investment Management Inc
N/A—999,240-999,240-100%$158.5M———
Tudor Investment Corp ET AL
N/A—983,436-983,436-100%$156.0M———
Jain Global LLC
N/A—910,460-910,460-100%$144.5M———
Cetera Investment Advisers
N/A—819,649-819,649-100%$130.0M———
Bank of Nova Scotia
N/A—796,960-796,960-100%$126.4M———
Main Management Fund Advisors LLC
N/A—761,100-761,100-100%$120.8M———
Nissay Asset Management Corp N
N/A—750,640-750,640-100%$119.1M———
Stifel Financial Corp
N/A—713,602-713,602-100%$113.2M———
Victory Capital Management Inc
N/A—694,506-694,506-100%$110.2M———
Neuberger Berman Group LLC
N/A—686,781-686,781-100%$109.0M———
BNP Paribas Financial Markets
N/A—640,098-640,098-100%$101.6M———
Renaissance Technologies LLC
N/A—628,300-628,300-100%$99.7M———
Rockefeller Capital Management L.P.
N/A—618,590-618,590-100%$98.1M———
BlackRock, Inc.
N/A—581,605-581,605-100%$92.3M———
NWI Management LP
N/A—565,000-565,000-100%$89.6M———
Two Sigma Investments, LP
N/A—562,031-562,031-100%$89.2M———
SRB Corp
N/A—556,818-556,818-100%$88.3M———
RiverFront Investment Group, LLC
N/A—526,676-526,676-100%$83.6M———
Citadel Advisors LLC
N/A—515,327-515,327-100%$81.8M———
Northern Trust Corp
N/A—485,006-485,006-100%$77.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—445,151-445,151-100%$70.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—440,900-440,900-100%$70.0M———
Qube Research & Technologies Ltd
N/A—434,744-434,744-100%$69.0M———
Mercer Global Advisors Inc
N/A—386,532-386,532-100%$61.3M———
Advisory Alpha, LLC
N/A—379,833-379,833-100%$60.3M———
Caption Management, LLC
N/A—338,498-338,498-100%$53.7M———
Main Management LLC
N/A—330,667-330,667-100%$52.5M———
Clal Insurance Enterprises Holdings Ltd
N/A—318,000-318,000-100%$50.5M———
Jones Financial Companies Lllp
N/A—277,455-277,455-100%$44.5M———
Wellspring Financial Advisors, LLC
N/A—275,344-275,344-100%$43.7M———
Cerity Partners LLC
N/A—275,041-275,041-100%$43.6M———
Baird Financial Group, Inc.
N/A—263,560-263,560-100%$41.8M———
MAI Capital Management
N/A—263,099-263,099-100%$41.7M———
Quantitative Investment Management, LLC
N/A—254,518-254,518-100%$40.4M———
Captrust Financial Advisors
N/A—248,509-248,509-100%$39.4M———
University of Illinois Foundation
N/A—244,920-244,920-100%$38.9M———
Sanctuary Advisors, LLC
N/A—235,348-235,348-100%$37.3M———
Bluespring Wealth Management, LLC
N/A—233,494-233,494-100%$37.0M———
Kingsview Wealth Management, LLC
N/A—229,299-229,299-100%$36.4M———
Private Advisor Group, LLC
N/A—228,811-228,811-100%$36.3M———
Volterra Technologies LP
N/A—227,969-227,969-100%$36.2M———
SG Americas Securities, LLC
N/A—227,796-227,796-100%$36.1M———
MML Investors Services, LLC
N/A—211,065-211,065-100%$33.5M———
Jane Street Group, LLC
N/A—205,926-205,926-100%$32.7M———
Itau Unibanco Holding S.A.
N/A—202,434-202,434-100%$32.1M———
CSM Advisors, LLC
N/A—202,041-202,041-100%$32.1M———
BW Gestao de Investimentos Ltda.
N/A—201,000-201,000-100%$31.9M———
FMR LLC
N/A—200,648-200,648-100%$31.8M———
Capital Fund Management S.A.
N/A—197,847-197,847-100%$31.4M———
Nan Shan Life Insurance Co., Ltd.
N/A—195,277-195,277-100%$31.0M———
Peapack Gladstone Financial Corp
N/A—194,090-194,090-100%$30.8M———
Miller Investment Management, LP
N/A—192,381-192,381-100%$30.5M———
NewEdge Advisors, LLC
N/A—192,131-192,131-100%$30.5M———
Millennium Management LLC
N/A—182,757-182,757-100%$29.0M———
Spinnaker Trust
N/A—178,802-178,802-100%$28.4M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—177,500-177,500-100%$36.0M———
Westwood Holdings Group Inc
N/A—175,306-175,306-100%$27.8M———
Mmbg Investment Advisors Co.
N/A—173,104-173,104-100%$27.5M———
Rothschild Capital Partners, LLC
N/A—167,229-167,229-100%$26.5M———
American Financial Advisors, LLC
N/A—164,162-164,162-100%$26.0M———
Equitable Holdings, Inc.
N/A—162,794-162,794-100%$25.8M———
National Bank of Canada
N/A—161,620-161,620-100%$25.6M———
Graham Capital Management, L.P.
N/A—155,000-155,000-100%$24.6M———
EP Wealth Advisors, LLC
N/A—148,494-148,494-100%$23.6M———
Swan Global Investments, LLC
N/A—147,836-147,836-100%$23.5M———
Susquehanna International Group, LLP
N/A—136,619-136,619-100%$21.7M———
GTS Securities LLC
N/A—135,225-135,225-100%$21.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—132,006-132,006-100%$20.9M———
Point72 Asset Management, L.P.
N/A—128,822-128,822-100%$20.4M———
IHT Wealth Management, LLC
N/A—125,999-125,999-100%$20.0M———
Steward Partners Investment Advisory, LLC
N/A—124,604-124,604-100%$19.8M———
Gotham Asset Management, LLC
N/A—123,460-123,460-100%$19.6M———
United Capital Financial Advisors, LLC
N/A—123,423-123,423-100%$19.6M———
Passaic Partners LLC
N/A—120,076-120,076-100%$19.1M———
Mariner, LLC
N/A—119,974-119,974-100%$19.0M———
Peak Retirement Planning, Inc.
N/A—116,103-116,103-100%$18.4M———
BTG Pactual Asset Management US LLC
N/A—115,762-115,762-100%$18.4M———
Round Rock Advisors LLC
N/A—114,998-114,998-100%$18.2M———
Scotia Capital Inc.
N/A—114,880-114,880-100%$18.2M———
Blair William & Co
N/A—113,200-113,200-100%$18.0M———
Dakota Wealth Management
N/A—113,091-113,091-100%$17.9M———
Concentric Capital Strategies, LP
N/A—113,079-113,079-100%$17.9M———
Clarity Financial LLC
N/A—110,053-110,053-100%$17.5M———
Cavalier Investments, LLC
N/A—107,957-107,957-100%$17.1M———
Manufacturers Life Insurance Company, the
N/A—106,500-106,500-100%$16.9M———
State Street Corp
N/A—105,561-105,561-100%$16.7M———
Hilltop Wealth Advisors, LLC
N/A—105,190-105,190-100%$16.7M———
Integrated Wealth Concepts LLC
N/A—104,608-104,608-100%$16.6M———
CIBC World Market Inc.
N/A—95,439-95,439-100%$15.1M———
Private Wealth Advisors, LLC
N/A—94,801-94,801-100%$15.0M———
Brave Asset Management Inc
N/A—90,815-90,815-100%$14.4M———
Stillwater Capital Advisors, LLC
N/A—81,153-81,153-100%$12.9M———
Pathstone Holdings, LLC
N/A—80,275-80,275-100%$12.7M———
Arkadios Wealth Advisors
N/A—79,762-79,762-100%$12.7M———
Allianz Asset Management GmbH
N/A—78,860-78,860-100%$12.5M———
&partners
N/A—78,813-78,813-100%$12.5M———
SOA Wealth Advisors, Llc.
N/A—77,358-77,358-100%$491.0K———
Quantinno Capital Management LP
N/A—75,300-75,300-100%$11.9M———
Prosperity Consulting Group, LLC
N/A—75,277-75,277-100%$11.9M———
Vickerman Investment Advisors, Inc.
N/A—74,387-74,387-100%$11.8M———
O'shaughnessy Asset Management, LLC
N/A—70,487-70,487-100%$11.2M———
Federation des caisses Desjardins du Quebec
N/A—70,434-70,434-100%$11.2M———
Stonebridge Financial Group, LLC
N/A—69,664-69,664-100%$11.1M———
AQR Capital Management LLC
N/A—68,459-68,459-100%$10.9M———
Symmetry Investments LP
N/A—67,957-67,957-100%$10.8M———
Northwestern Mutual Wealth Management Co
N/A—67,655-67,655-100%$10.7M———
Arax Advisory Partners
N/A—66,614-66,614-100%$10.6M———
Martin & Co Inc
N/A—66,116-66,116-100%$10.5M———
Prudent Investors Network, Inc.
N/A—63,088-63,088-100%$10.0M———
Prestige Wealth Management Group LLC
N/A—61,524-61,524-100%$9.8M———
Flow Traders U.S. LLC
N/A—61,084-61,084-100%$9.7M———
Estate Counselors, LLC
N/A—60,353-60,353-100%$9.6M———
Waverly Advisors, LLC
N/A—60,054-60,054-100%$9.5M———
Allred Capital Management, LLC
N/A—59,394-59,394-100%$9.4M———
Advisory Services Network, LLC
N/A—56,875-56,875-100%$9.0M———
Castleark Management LLC
N/A—56,130-56,130-100%$8.9M———
Commerce Bank
N/A—53,039-53,039-100%$8.4M———
Coastal Bridge Advisors, LLC
N/A—52,966-52,966-100%$8.4M———
Madison Asset Management, LLC
N/A—52,330-52,330-100%$8.3M———
Centaurus Financial, Inc.
N/A—50,081-50,081-100%$7.9M———
CreativeOne Wealth, LLC
N/A—50,079-50,079-100%$7.9M———
Stratos Wealth Partners, Ltd.
N/A—49,466-49,466-100%$7.8M———
Talon Private Wealth, LLC
N/A—49,094-49,094-100%$7.8M———
J. Goldman & Co LP
N/A—48,650-48,650-100%$7.7M———
Horizon Investments, LLC
N/A—47,495-47,495-100%$7.5M———
Keebeck Wealth Management
N/A—47,412-47,412-100%$7.5M———
Beacon Pointe Advisors, LLC
N/A—47,304-47,304-100%$7.5M———
Larch Capital Partners LLC
N/A—46,903-46,903-100%$7.4M———
Gladstone Institutional Advisory LLC
N/A—45,869-45,869-100%$7.3M———
Oversea-Chinese Banking Corp Ltd
N/A—44,115-44,115-100%$7.0M———
Tocqueville Asset Management L.P.
N/A—43,761-43,761-100%$6.9M———
Pinnacle Financial Partners, Inc.
N/A—43,721-43,721-100%$6.9M———
Summit Financial, LLC
N/A—43,394-43,394-100%$6.9M———
One Wealth Map LLC
N/A—43,386-43,386-100%$7.2M———
Marshall Wace, LLP
N/A—42,480-42,480-100%$6.7M———
Evercore Wealth Management, LLC
N/A—42,267-42,267-100%$6.7M———
Hancock Whitney Corp
N/A—42,165-42,165-100%$6.7M———
Baltimore-Washington Financial Advisors, Inc.
N/A—42,120-42,120-100%$6.7M———
Granite Harbor Advisors, Inc.
N/A—41,321-41,321-100%$6.6M———
Foundations Investment Advisors, LLC
N/A—40,414-40,414-100%$6.4M———
SCP Investment, LP
N/A—40,000-40,000-100%$6.3M———
Maven Securities LTD
N/A—39,753-39,753-100%$6.3M———
Delos Wealth Advisors, LLC
N/A—38,756-38,756-100%$6.1M———
Brown Brothers Harriman & Co
N/A—37,854-37,854-100%$6.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—37,500-37,500-100%$5.9M———
Fiduciary Group, LLC
N/A—37,333-37,333-100%$5.9M———
Black Swift Group, LLC
N/A—36,802-36,802-100%$5.8M———
Cary Street Partners Financial LLC
N/A—36,041-36,041-100%$5.7M———
Balyasny Asset Management L.P.
N/A—35,892-35,892-100%$5.7M———
Spahn Wealth & Retirement LLC
N/A—35,452-35,452-100%$5.6M———
World Investment Advisors
N/A—34,703-34,703-100%$5.2M———
Venturi Wealth Management, LLC
N/A—34,682-34,682-100%$5.5M———
Simmons Bank
N/A—34,182-34,182-100%$5.4M———
Benjamin Edwards Inc
N/A—33,415-33,415-100%$5.3M———
Fourth Dimension Wealth, LLC
N/A—32,911-32,911-100%$5.2M———
Wealthedge Investment Advisors, LLC
N/A—32,790-32,790-100%$5.2M———
Twin Focus Capital Partners, LLC
N/A—32,269-32,269-100%$5.1M———
Bleakley Financial Group, LLC
N/A—32,169-32,169-100%$5.1M———
Frisch Financial Group, Inc.
N/A—32,117-32,117-100%$5.1M———
Ausdal Financial Partners, Inc.
N/A—31,768-31,768-100%$5.0M———
Sound View Wealth Advisors Group, LLC
N/A—31,479-31,479-100%$5.0M———
Stephens Inc
N/A—31,358-31,358-100%$5.0M———
XTX Topco Ltd
N/A—30,774-30,774-100%$4.9M———
Wealthspire Advisors, LLC
N/A—30,502-30,502-100%$4.8M———
Pallas Capital Advisors LLC
N/A—30,235-30,235-100%$4.8M———
Cresset Asset Management, LLC
N/A—30,040-30,040-100%$4.8M———
First Trust Advisors LP
N/A—29,506-29,506-100%$4.7M———
Brevan Howard Capital Management LP
N/A—29,452-29,452-100%$4.7M———
Insigneo Advisory Services, LLC
N/A—28,946-28,946-100%$4.6M———
UBS Asset Management Americas LLC
N/A—28,630-28,630-100%$4.5M———
PeakShares LLC
N/A—28,491-28,491-100%$4.5M———
Everstar Asset Management, LLC
N/A—28,336-28,336-100%$4.5M———
Silver Coast Investments LLC
N/A—27,842-27,842-100%$4.4M———
CacheTech Inc.
N/A—27,816-27,816-100%$4.4M———
Bay Rivers Group
N/A—27,434-27,434-100%$4.4M———
Choate Investment Advisors
N/A—26,958-26,958-100%$4.3M———
Dorsey & Whitney Trust Co LLC
N/A—26,619-26,619-100%$4.2M———
Adams Wealth Management
N/A—26,357-26,357-100%$4.2M———
AE Wealth Management LLC
N/A—26,330-26,330-100%$4.2M———
Mutual Advisors, LLC
N/A—26,286-26,286-100%$4.2M———
Biondo Investment Advisors, LLC
N/A—26,217-26,217-100%$4.2M———
Empowered Funds, LLC
N/A—26,139-26,139-100%$4.1M———
Marex Group Ltd
N/A—26,113-26,113-100%$4.1M———
FPC Investment Advisory, Inc.
N/A—26,010-26,010-100%$4.2M———
Hilltop Holdings Inc.
N/A—25,735-25,735-100%$4.1M———
Syon Capital LLC
N/A—25,563-25,563-100%$4.1M———
GeoWealth Management, LLC
N/A—25,150-25,150-100%$4.0M———
Prudential PLC
N/A—25,150-25,150-100%$4.0M———
Orion Porfolio Solutions, LLC
N/A—24,122-24,122-100%$3.8M———
Jackson, Grant Investment Advisers, Inc.
N/A—24,067-24,067-100%$3.8M———
Markin Asset Management, LP
N/A—24,041-24,041-100%$3.8M———
Prospect Financial Services LLC
N/A—23,956-23,956-100%$3.8M———
Manhattan West Asset Management, LLC
N/A—23,431-23,431-100%$3.7M———
Credit Agricole S A
N/A—22,755-22,755-100%$3.6M———
LM Advisors LLC
N/A—22,350-22,350-100%$3.6M———
Howe & Rusling Inc
N/A—22,321-22,321-100%$3.5M———
Kovack Advisors, Inc.
N/A—22,216-22,216-100%$3.5M———
Maxele Advisors, LLC
N/A—22,132-22,132-100%$3.5M———
Johnson Investment Counsel Inc
N/A—22,106-22,106-100%$3.5M———
Global Retirement Partners, LLC
N/A—22,074-22,074-100%$3.5M———
Glenmede Trust Co NA
N/A—21,972-21,972-100%$3.5M———
Natixis Advisors, LLC
N/A—21,723-21,723-100%$3.4M———
Sender Co & Partners, Inc.
N/A—21,613-21,613-100%$3.4M———
RPg Family Wealth Advisory, LLC
N/A—21,526-21,526-100%$3.4M———
Sequoia Financial Advisors, LLC
N/A—21,213-21,213-100%$3.4M———
Elk River Wealth Management LLC
N/A—21,131-21,131-100%$3.4M———
Ameritas Advisory Services, LLC
N/A—20,916-20,916-100%$3.3M———
Bartlett & Co. Wealth Management LLC
N/A—20,670-20,670-100%$3.3M———
One Charles Private Wealth Services, LLC
N/A—20,638-20,638-100%$3.3M———
Risk Paradigm Group, LLC
N/A—20,629-20,629-100%$3.3M———
Transamerica Financial Advisors, LLC
N/A—20,623-20,623-100%$3.3M———
Sierra Capital LLC
N/A—20,441-20,441-100%$3.2M———
Snowden Capital Advisors LLC
N/A—20,407-20,407-100%$3.2M———
Haverford Trust Co
N/A—19,954-19,954-100%$3.2M———
Bank of Marin
N/A—19,872-19,872-100%$3.2M———
Marble Wealth, LLC
N/A—19,782-19,782-100%$3.1M———
Regal Investment Advisors LLC
N/A—19,602-19,602-100%$3.1M———
Whittier Trust Co of Nevada Inc
N/A—19,533-19,533-100%$3.2M———
Tidal Investments LLC
N/A—19,290-19,290-100%$3.1M———
Perennial Investment Advisors, LLC
N/A—19,243-19,243-100%$3.1M———
Atlantic Union Bankshares Corp
N/A—19,237-19,237-100%$3.1M———
SageGuard Financial Group, LLC
N/A—19,233-19,233-100%$3.1M———
Knollwood Investment Advisory, LLC
N/A—18,830-18,830-100%$3.0M———
NewEdge Wealth, LLC
N/A—18,680-18,680-100%$3.0M———
Performance Wealth Partners, LLC
N/A—18,611-18,611-100%$3.0M———
FIL Ltd
N/A—18,471-18,471-100%$2.9M———
Two Sigma Securities, LLC
N/A—18,174-18,174-100%$2.9M———
Next Capital Management LLC
N/A—17,990-17,990-100%$2.9M———
Cary Street Partners Investment Advisory LLC
N/A—17,764-17,764-100%$2.8M———
HSBC Holdings PLC
N/A—17,489-17,489-100%$2.8M———
DRW Securities, LLC
N/A—17,388-17,388-100%$2.8M———
Avalon Trust Co
N/A—17,383-17,383-100%$2.8M———
Chevy Chase Trust Holdings, LLC
N/A—17,046-17,046-100%$2.7M———
Sandler Capital Management
N/A—17,034-17,034-100%$2.7M———
BFC Planning, Inc.
N/A—16,837-16,837-100%$2.7M———
Summit Trail Advisors, LLC
N/A—16,723-16,723-100%$2.7M———
RiverGlades Family Offices LLC
N/A—16,104-16,104-100%$2.6M———
RWA Wealth Partners, LLC
N/A—16,025-16,025-100%$2.5M———
January Capital Advisors LLC
N/A—15,937-15,937-100%$2.5M———
Intellectus Partners, LLC
N/A—15,686-15,686-100%$2.5M———
Sfmg, LLC
N/A—15,514-15,514-100%$2.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—15,446-15,446-100%$2.5M———
Sequent Planning LLC
N/A—15,233-15,233-100%$2.4M———
Trivium Point Advisory, LLC
N/A—15,209-15,209-100%$2.4M———
Transcend Capital Advisors, LLC
N/A—15,197-15,197-100%$2.4M———
NorthRock Partners, LLC
N/A—15,193-15,193-100%$2.4M———
Morton Community Bank
N/A—15,159-15,159-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—15,118-15,118-100%$2.4M———
Calton & Associates, Inc.
N/A—14,920-14,920-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—14,769-14,769-100%$2.3M———
Okabena Investment Services Inc
N/A—14,588-14,588-100%$2.3M———
Wilson & Boucher Capital Management, LLC
N/A—14,554-14,554-100%$2.3M———
Wealthspire Retirement, LLC
N/A—14,535-14,535-100%$2.3M———
Group One Trading LLC
N/A—14,494-14,494-100%$2.3M———
Huntington National Bank
N/A—14,432-14,432-100%$2.3M———
Berger Financial Group, Inc
N/A—14,390-14,390-100%$2.3M———
Crews Bank & Trust
N/A—14,271-14,271-100%$2.3M———
Fore Capital, LLC
N/A—14,000-14,000-100%$2.2M———
ExodusPoint Capital Management, LP
N/A—13,931-13,931-100%$2.2M———
Straightline Group LLC
N/A—13,910-13,910-100%$2.2M———
Moneta Group Investment Advisors LLC
N/A—13,720-13,720-100%$2.2M———
Focus Partners Advisor Solutions, LLC
N/A—13,562-13,562-100%$2.2M———
Seeds Investor LLC
N/A—13,558-13,558-100%$2.2M———
Advyzon Investment Management, LLC
N/A—13,500-13,500-100%$2.1M———
Waterloo Capital, L.P.
N/A—13,257-13,257-100%$2.1M———
Maridea Wealth Management LLC
N/A—13,154-13,154-100%$2.1M———
Fidelis Capital Partners, LLC
N/A—13,145-13,145-100%$2.1M———
CIBC Bancorp USA Inc.
N/A—12,956-12,956-100%$2.1M———
PFG Investments, LLC
N/A—12,942-12,942-100%$2.1M———
ST Germain D J Co Inc
N/A—12,762-12,762-100%$2.0M———
Savvy Advisors, Inc.
N/A—12,526-12,526-100%$2.0M———
M3 Advisory Group, LLC
N/A—12,477-12,477-100%$2.0M———
Interactive Financial Advisors, Inc.
N/A—12,266-12,266-100%$1.9M———
Aspire Capital Advisors LLC
N/A—12,108-12,108-100%$1.9M———
V2 Financial group LLC
N/A—11,898-11,898-100%$1.9M———
Twin Tree Management, LP
N/A—11,794-11,794-100%$1.9M———
Alliancebernstein L.P.
N/A—11,623-11,623-100%$1.7M———
Brown Advisory Inc
N/A—11,582-11,582-100%$1.8M———
Palumbo Wealth Management LLC
N/A—10,755-10,755-100%$1.7M———
Per Stirling Capital Management, Llc.
N/A—10,660-10,660-100%$1.7M———
Verition Fund Management LLC
N/A—10,364-10,364-100%$1.6M———
Virtu Financial LLC
N/A—10,297-10,297-100%$1.6M———
Bramshill Investments, LLC
N/A—10,169-10,169-100%$1.6M———
Thomasville National Bank
N/A—10,015-10,015-100%$1.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,934-9,934-100%$1.6M———
Caprock Group, LLC
N/A—9,921-9,921-100%$1.6M———
Betterment LLC
N/A—9,911-9,911-100%$1.6M———
Ingalls & Snyder LLC
N/A—9,879-9,879-100%$1.6M———
Rothschild Wealth LLC
N/A—9,801-9,801-100%$1.6M———
Lansing Street Advisors
N/A—9,761-9,761-100%$1.5M———
Whittier Trust Co
N/A—9,247-9,247-100%$1.5M———
Principal Securities, Inc.
N/A—9,200-9,200-100%$1.5M———
Pinnacle Family Advisors, LLC
N/A—9,154-9,154-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—9,124-9,124-100%$1.4M———
Clear Street Group Inc.
N/A—9,022-9,022-100%$1.4M———
IEQ Capital, LLC
N/A—8,989-8,989-100%$1.4M———
Abbot Financial Management, Inc.
N/A—8,905-8,905-100%$1.4M———
National Philanthropic Trust
N/A—8,859-8,859-100%$1.4M———
Circle Wealth Management, LLC
N/A—8,730-8,730-100%$1.4M———
Ally Invest Advisors Inc.
N/A—8,627-8,627-100%$1.4M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—8,600-8,600-100%$1.4M———
Pacific SUN Financial Corp
N/A—8,600-8,600-100%$1.4M———
OneAscent Financial Services LLC
N/A—8,517-8,517-100%$1.4M———
Richard W. Paul & Associates, LLC
N/A—8,187-8,187-100%$1.3M———
Sand Hill Global Advisors, LLC
N/A—8,153-8,153-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—8,067-8,067-100%$1.3M———
Intrepid Financial Planning Group LLC
N/A—8,038-8,038-100%$1.3M———
Jacobs Equity LLC
N/A—7,999-7,999-100%$1.3M———
Modern Wealth Management, LLC
N/A—7,954-7,954-100%$1.3M———
Smith, Moore & Co.
N/A—7,950-7,950-100%$1.3M———
Rehmann Capital Advisory Group
N/A—7,861-7,861-100%$1.2M———
Cladis Investment Advisory, LLC
N/A—7,805-7,805-100%$1.2M———
O'rourke & Company, Inc
N/A—7,796-7,796-100%$1.2M———
Main Street Financial Solutions, LLC
N/A—7,635-7,635-100%$1.2M———
Phillips Wealth Planners LLC
N/A—7,518-7,518-100%$1.2M———
Fullerton Fund Management Co Ltd.
N/A—7,475-7,475-100%$1.2M———
Smartleaf Asset Management LLC
N/A—7,395-7,395-100%$1.2M———
Modus Advisors, LLC
N/A—7,331-7,331-100%$1.2M———
Proffitt & Goodson Inc
N/A—7,213-7,213-100%$1.1M———
Composition Wealth, LLC
N/A—7,203-7,203-100%$1.1M———
Greenland Capital Management LP
N/A—7,000-7,000-100%$1.1M———
Keystone Financial Group
N/A—6,944-6,944-100%$1.1M———
Clare Market Investments LLC
N/A—6,938-6,938-100%$1.1M———
Quest Investment Management LLC
N/A—6,836-6,836-100%$1.1M———
Essex Financial Services, Inc.
N/A—6,820-6,820-100%$1.1M———
First National Bank of Omaha
N/A—6,810-6,810-100%$1.1M———
Fukoku Mutual Life Insurance Co
N/A—6,700-6,700-100%$1.1M———
Providence Capital Advisors, LLC
N/A—6,644-6,644-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—6,637-6,637-100%$1.1M———
Horizon Family Wealth, Inc.
N/A—6,603-6,603-100%$1.0M———
Independent Advisor Alliance
N/A—6,528-6,528-100%$1.0M———
Byrne Financial Freedom, LLC
N/A—6,353-6,353-100%$1.0M———
Ethos Financial Group, LLC
N/A—6,224-6,224-100%$1.0M———
Mission Creek Capital Partners, Inc.
N/A—6,163-6,163-100%$977.8K———
Cambria Investment Management, L.P.
N/A—6,147-6,147-100%$975.3K———
Aptus Capital Advisors, LLC
N/A—6,078-6,078-100%$964.3K———
Oakmont Advisory Group, LLC
N/A—6,044-6,044-100%$958.9K———
SCS Capital Management LLC
N/A—6,021-6,021-100%$955.3K———
Magnolia Capital Advisors LLC
N/A—6,006-6,006-100%$952.9K———
Spartan Wealth Advisory Services LLC
N/A—5,955-5,955-100%$944.8K———
Tyche Wealth Partners LLC
N/A—5,936-5,936-100%$941.8K———
Whalerock Point Partners, LLC
N/A—5,933-5,933-100%$941.3K———
Tradition Wealth Management, LLC
N/A—5,877-5,877-100%$932.4K———
L & S Advisors Inc
N/A—5,865-5,865-100%$930.5K———
Pettyjohn, Wood & White, Inc
N/A—5,829-5,829-100%$924.8K———
Lbmc Investment Advisors, LLC
N/A—5,687-5,687-100%$902.3K———
Navis Wealth Advisors, LLC
N/A—5,607-5,607-100%$889.7K———
Jaffetilchin Investment Partners, LLC
N/A—5,605-5,605-100%$889.4K———
Voya Financial Advisors, Inc.
N/A—5,548-5,548-100%$891.8K———
Nomura Asset Management Co LTD
N/A—5,530-5,530-100%$877.4K———
Empower Advisory Group, LLC
N/A—5,450-5,450-100%$864.7K———
Acorns Advisers, LLC
N/A—5,450-5,450-100%$865.0K———
Meridian Wealth Advisors, LLC
N/A—5,449-5,449-100%$864.5K———
17 Capital Partners, LLC
N/A—5,405-5,405-100%$857.6K———
Financial Engines Advisors L.L.C.
N/A—5,335-5,335-100%$846.5K———
Bradley Foster & Sargent Inc
N/A—5,300-5,300-100%$840.8K———
First Manhattan Co. Llc.
N/A—5,158-5,158-100%$818.3K———
IMA Advisory Services, Inc.
N/A—5,153-5,153-100%$817.5K———
Flputnam Investment Management Co
N/A—5,078-5,078-100%$805.7K———
Hills Bank & Trust Co
N/A—5,077-5,077-100%$805.5K———
Aberdeen Wealth Management LLC
N/A—5,026-5,026-100%$797.4K———
Gamco Investors, Inc. ET AL
N/A—5,000-5,000-100%$793.3K———
Broyhill Asset Management, LLC
N/A—5,000-5,000-100%$793.3K———
Quarry LP
N/A—4,985-4,985-100%$790.9K———
Cofg Advisors, LLC
N/A—4,977-4,977-100%$789.6K———
Blue Chip Partners, LLC
N/A—4,935-4,935-100%$783.0K———
First National Bank of Hutchinson
N/A—4,912-4,912-100%$779.3K———
Mark Sheptoff Financial Planning, LLC
N/A—4,894-4,894-100%$776.5K———
Kiley Juergens Wealth Management, LLC
N/A—4,866-4,866-100%$772.0K———
Glen Eagle Advisors, LLC
N/A—4,797-4,797-100%$761.2K———
Arrowroot Family Office, LLC
N/A—4,778-4,778-100%$758.0K———
Cassady Wealth & Retirement Planning, LLC
N/A—4,756-4,756-100%$754.7K———
Franklin Resources Inc
N/A—4,666-4,666-100%$740.3K———
F/m Investments LLC
N/A—4,562-4,562-100%$723.8K———
Alta Wealth Advisors LLC
N/A—4,537-4,537-100%$719.9K———
Monetary Management Group Inc
N/A—4,450-4,450-100%$706.0K———
Strait & Sound Wealth Management LLC
N/A—4,448-4,448-100%$705.8K———
Advisors Capital Management, LLC
N/A—4,445-4,445-100%$705.2K———
Strategic Financial Concepts, LLC
N/A—4,398-4,398-100%$697.8K———
Dearborn Partners LLC
N/A—4,333-4,333-100%$687.5K———
Second Half Financial Partners, LLC
N/A—4,330-4,330-100%$687.0K———
Greenwich Wealth Management LLC
N/A—4,280-4,280-100%$679.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,239-4,239-100%$672.0K———
Sequent Asset Management, LLC
N/A—4,215-4,215-100%$668.8K———
Chicago Wealth Management, Inc.
N/A—4,177-4,177-100%$662.8K———
Quantbot Technologies LP
N/A—4,145-4,145-100%$657.6K———
FLC Capital Advisors
N/A—4,140-4,140-100%$656.9K———
QRG Capital Management, Inc.
N/A—4,135-4,135-100%$656.1K———
Tower Research Capital LLC (TRC)
N/A—4,102-4,102-100%$650.8K———
FLP Wealth Management, LLC
N/A—4,031-4,031-100%$639.6K———
Napier Financial, LLC
N/A—3,982-3,982-100%$631.8K———
Nicolet Bankshares Inc
N/A—3,964-3,964-100%$628.9K———
Fairview Capital Investment Management, LLC
N/A—3,950-3,950-100%$626.7K———
Crewe Advisors LLC
N/A—3,889-3,889-100%$617.0K———
Cascades Capital Asset Management, LLC
N/A—3,861-3,861-100%$612.7K———
Lifeworks Advisors, LLC
N/A—3,755-3,755-100%$595.8K———
Osbon Capital Management LLC
N/A—3,718-3,718-100%$589.9K———
Invictus Private Wealth, LLC
N/A—3,696-3,696-100%$586.4K———
Pitcairn Wealth Advisors LLC
N/A—3,675-3,675-100%$583.1K———
Granite Bay Wealth Management, LLC
N/A—3,647-3,647-100%$579.0K———
Vident Advisory, LLC
N/A—3,642-3,642-100%$577.8K———
Stock Yards Bank & Trust Co
N/A—3,636-3,636-100%$576.9K———
Cannell & Spears LLC
N/A—3,633-3,633-100%$576.4K———
Hyundai Investments Co., Ltd.
N/A—3,566-3,566-100%$573.2K———
Spirepoint Private Client, LLC
N/A—3,543-3,543-100%$562.1K———
Wood Tarver Financial Group, LLC
N/A—3,531-3,531-100%$560.0K———
Dimension Capital Management LLC
N/A—3,508-3,508-100%$556.6K———
Pursue Wealth Partners LLC
N/A—3,500-3,500-100%$555.3K———
WJ Financial Advisors LLC
N/A—3,452-3,452-100%$547.6K———
Hamilton Capital Partners, LLC
N/A—3,447-3,447-100%$546.9K———
Pure Financial Advisors, LLC
N/A—3,407-3,407-100%$540.5K———
Capital Analysts, LLC
N/A—3,404-3,404-100%$540.0K———
Fiduciary Trust Co
N/A—3,366-3,366-100%$534.0K———
Bragg Financial Advisors, Inc
N/A—3,285-3,285-100%$521.2K———
GSA Capital Partners LLP
N/A—3,279-3,279-100%$520.0K———
Wellington Management Group LLP
N/A—3,220-3,220-100%$510.9K———
Bouchey Financial Group, Ltd.
N/A—3,198-3,198-100%$507.4K———
Cedar Wealth Management, LLC
N/A—3,178-3,178-100%$504.2K———
Vertex Planning Partners, LLC
N/A—3,165-3,165-100%$502.2K———
Fortis Advisors, LLC
N/A—3,125-3,125-100%$495.9K———
Millstone Evans Group, LLC
N/A—3,094-3,094-100%$490.9K———
Gallagher Fiduciary Advisors, LLC
N/A—3,091-3,091-100%$490.4K———
Novare Capital Management LLC
N/A—3,088-3,088-100%$489.9K———
IFC Advisors LLC
N/A—3,061-3,061-100%$485.6K———
Wescap Management Group, Inc.
N/A—2,981-2,981-100%$473.1K———
Private Capital Management, LLC
N/A—2,978-2,978-100%$472.5K———
Jump Financial, LLC
N/A—2,978-2,978-100%$472.5K———
Summit Wealth Partners, LLC
N/A—2,952-2,952-100%$468.4K———
Carr Financial Group Corp
N/A—2,918-2,918-100%$462.9K———
Hollencrest Capital Management
N/A—2,898-2,898-100%$459.8K———
Intrepid Capital Management Inc
N/A—2,886-2,886-100%$457.9K———
Keel Point, LLC
N/A—2,886-2,886-100%$457.9K———
Samara Investment Management, LLC
N/A—2,857-2,857-100%$453.3K———
Bolthouse Investments, LLC
N/A—2,770-2,770-100%$439.5K———
Pasadena Private Wealth, LLC
N/A—2,764-2,764-100%$438.5K———
ArchPoint Investors
N/A—2,750-2,750-100%$436.3K———
Resurgent Financial Advisors LLC
N/A—2,737-2,737-100%$434.2K———
NCM Capital Management, LLC
N/A—2,683-2,683-100%$425.6K———
Forefront Wealth Partners, LLC
N/A—2,680-2,680-100%$425.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,677-2,677-100%$424.7K———
Ruggiero Investments, Inc.
N/A—2,672-2,672-100%$424.0K———
Highview Capital Management LLC
N/A—2,672-2,672-100%$423.9K———
Empire Financial Management Company, LLC
N/A—2,661-2,661-100%$422.2K———
Sovereign Financial Group, Inc.
N/A—2,640-2,640-100%$418.9K———
Madison Wealth Partners, Inc
N/A—2,623-2,623-100%$416.2K———
Brookwood Investment Group LLC
N/A—2,622-2,622-100%$416.0K———
Curi Capital, LLC
N/A—2,621-2,621-100%$415.8K———
Prelude Capital Management, LLC
N/A—2,610-2,610-100%$414.1K———
Webster Bank, N. A.
N/A—2,599-2,599-100%$412.4K———
Z3 Capital Partners, LLC
N/A—2,596-2,596-100%$411.9K———
Shufro Rose & Co LLC
N/A—2,574-2,574-100%$408.4K———
Disciplined Investors, L.L.C.
N/A—2,560-2,560-100%$406.2K———
Atlanta Consulting Group Advisors, LLC
N/A—2,552-2,552-100%$404.9K———
Reliant Investment Partners, LLC
N/A—2,538-2,538-100%$402.7K———
Xcelsior Advisor Partners LLC
N/A—2,524-2,524-100%$400.5K———
Red Door Wealth Management, LLC
N/A—2,514-2,514-100%$398.8K———
Castle Wealth Management LLC
N/A—2,495-2,495-100%$395.8K———
Barnes Pettey Financial Advisors, LLC
N/A—2,495-2,495-100%$395.9K———
Medallion Wealth Advisors, LLC
N/A—2,481-2,481-100%$394.2K———
Talisman Wealth Advisors LLC
N/A—2,401-2,401-100%$281.6K———
One Capital Management, LLC
N/A—2,396-2,396-100%$351.3K———
Stonebrook Private Inc.
N/A—2,332-2,332-100%$370.0K———
GWN Securities Inc.
N/A—2,328-2,328-100%$369.4K———
Anchor Bay Capital, Inc.
N/A—2,322-2,322-100%$391.1K———
Tolleson Wealth Management, Inc.
N/A—2,311-2,311-100%$366.7K———
Potomac Fund Management Inc
N/A—2,306-2,306-100%$365.9K———
1ST Source Bank
N/A—2,261-2,261-100%$358.7K———
CVA Family Office, LLC
N/A—2,255-2,255-100%$357.8K———
Garden State Investment Advisory Services LLC
N/A—2,252-2,252-100%$357.4K———
First American Trust, FSB
N/A—2,174-2,174-100%$345.0K———
Denver Wealth Management, Inc.
N/A—2,171-2,171-100%$344.5K———
Geometric Wealth Advisors
N/A—2,163-2,163-100%$343.2K———
Boreal Capital Management LLC
N/A—2,156-2,156-100%$342.1K———
New Republic Capital, LLC
N/A—2,155-2,155-100%$341.9K———
Affinity Wealth Management LLC
N/A—2,150-2,150-100%$341.2K———
Scharf Investments, LLC
N/A—2,135-2,135-100%$338.7K———
Mosaic Family Wealth Partners, LLC
N/A—2,129-2,129-100%$337.8K———
Daiichi Life International Holdings LLC
N/A—2,118-2,118-100%$336.0K———
Alteri Wealth LLC
N/A—2,107-2,107-100%$334.3K———
BlueCrest Capital Management Ltd
N/A—2,107-2,107-100%$334.3K———
Alpine Woods Capital Investors, LLC
N/A—2,089-2,089-100%$331.4K———
Cozad Asset Management Inc
N/A—2,085-2,085-100%$330.9K———
WealthTrust Axiom LLC
N/A—2,072-2,072-100%$328.8K———
Texas Yale Capital Corp.
N/A—2,035-2,035-100%$322.9K———
Panoramic Investment Advisors, LLC
N/A—2,025-2,025-100%$321.3K———
Stratos Investment Management, LLC
N/A—2,024-2,024-100%$321.1K———
Caxton Associates LLP
N/A—2,018-2,018-100%$320.2K———
Resolute Wealth Advisor, Inc.
N/A—1,986-1,986-100%$291.2K———
Jupiter Topco LLC
N/A—1,985-1,985-100%$314.9K———
IQ EQ Fund Management (Ireland) Ltd
N/A—1,974-1,974-100%$313.2K———
Capula Management Ltd
N/A—1,964-1,964-100%$311.6K———
Orleans Capital Management Corp
N/A—1,945-1,945-100%$308.6K———
Silvercrest Asset Management Group LLC
N/A—1,924-1,924-100%$305.3K———
Barnett & Company, Inc.
N/A—1,916-1,916-100%$304.0K———
Icon Wealth Advisors, LLC
N/A—1,880-1,880-100%$298.3K———
Iron Gate Global Advisors LLC
N/A—1,869-1,869-100%$296.5K———
Bridgewater Advisors Inc.
N/A—1,865-1,865-100%$302.6K———
Valor Advisors LLC
N/A—1,829-1,829-100%$290.2K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,820-1,820-100%$288.8K———
Entelevest, LLC
N/A—1,814-1,814-100%$287.9K———
Farmers National Bank
N/A—1,812-1,812-100%$287.5K———
Arvest Bank Trust Division
N/A—1,801-1,801-100%$285.7K———
Coastwise Capital Group, LLC
N/A—1,801-1,801-100%$285.7K———
Star Financial Bank
N/A—1,784-1,784-100%$283.0K———
Rockbridge Investment Management, LCC
N/A—1,754-1,754-100%$278.3K———
Seven Springs Wealth Group, LLC
N/A—1,745-1,745-100%$276.9K———
LeClair Wealth Partners LLC
N/A—1,742-1,742-100%$276.4K———
Bollard Group LLC
N/A—1,731-1,731-100%$275.0K———
Evelyn Partners Group Ltd
N/A—1,730-1,730-100%$322.6K———
Vanguard Personalized Indexing Management, LLC
N/A—1,720-1,720-100%$272.9K———
Quotient Wealth Partners, LLC
N/A—1,693-1,693-100%$268.7K———
Southeast Asset Advisors, LLC
N/A—1,690-1,690-100%$268.1K———
Navellier & Associates Inc
N/A—1,688-1,688-100%$267.8K———
Severin Investments, LLC
N/A—1,686-1,686-100%$267.6K———
Managed Asset Portfolios, LLC
N/A—1,682-1,682-100%$266.9K———
Ballentine Partners, LLC
N/A—1,675-1,675-100%$265.8K———
Inspire Advisors, LLC
N/A—1,674-1,674-100%$265.5K———
Fiduciary Financial Advisors
N/A—1,623-1,623-100%$257.2K———
Kirtland Hills Capital Management, LLC
N/A—1,605-1,605-100%$254.7K———
Ancora Advisors LLCA
N/A—1,599-1,599-100%$253.8K———
Bulltick Wealth Management, LLC
N/A—1,598-1,598-100%$253.5K———
Fund Advisors of America Inc
N/A—1,580-1,580-100%$250.8K———
First Long Island Investors, LLC
N/A—1,579-1,579-100%$250.5K———
SHP Wealth Management
N/A—1,560-1,560-100%$247.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,552-1,552-100%$246.2K———
MainStreet Investment Advisors LLC
N/A—1,545-1,545-100%$245.1K———
Logan Stone Capital, LLC
N/A—1,541-1,541-100%$244.5K———
Eldridge Investment Advisors, Inc.
N/A—1,540-1,540-100%$244.3K———
Tower Bridge Advisors
N/A—1,530-1,530-100%$242.8K———
Moment Partners, LLC
N/A—1,528-1,528-100%$242.4K———
Second Line Capital, LLC
N/A—1,526-1,526-100%$242.1K———
Cvfg LLC
N/A—1,515-1,515-100%$240.4K———
Chancellor Financial Group WB LP
N/A—1,481-1,481-100%$235.0K———
Capstone Financial Advisors, Inc.
N/A—1,472-1,472-100%$233.5K———
Campion Asset Management
N/A—1,472-1,472-100%$233.5K———
Leigh Baldwin & Co., LLC
N/A—1,463-1,463-100%$232.1K———
USA Financial Formulas
N/A—1,460-1,460-100%$231.6K———
Vienna Asset Management LLC
N/A—1,446-1,446-100%$229.4K———
HTG Investment Advisors, Inc.
N/A—1,438-1,438-100%$228.2K———
Pacific Financial Group Inc
N/A—1,433-1,433-100%$227.4K———
Hexagon Capital Partners LLC
N/A—1,421-1,421-100%$225.5K———
OneAscent Family Office, LLC
N/A—1,408-1,408-100%$223.4K———
Zacks Investment Management
N/A—1,402-1,402-100%$222.4K———
DV Trading LLC
N/A—1,377-1,377-100%$218.5K———
KMT Wealth Management, LLC
N/A—1,372-1,372-100%$217.7K———
All Terrain Financial Advisors, LLC
N/A—1,360-1,360-100%$215.8K———
Sandy Cove Advisors, LLC
N/A—1,356-1,356-100%$215.1K———
Evernest Financial Advisors, LLC
N/A—1,351-1,351-100%$214.4K———
Retirement Capital Strategies
N/A—1,319-1,319-100%$209.3K———
LOM Asset Management Ltd
N/A—1,313-1,313-100%$208.3K———
Mathes Company, Inc.
N/A—1,300-1,300-100%$206.0K———
Oxford Financial Group, Ltd. LLC
N/A—1,299-1,299-100%$206.1K———
Tudor Financial Inc.
N/A—1,297-1,297-100%$205.9K———
SageView Advisory Group, LLC
N/A—1,294-1,294-100%$205.3K———
Continuum Advisory, LLC
N/A—1,293-1,293-100%$205.2K———
Clark Capital Management Group, Inc.
N/A—1,286-1,286-100%$204.0K———
Resolute Wealth Strategies, LLC
N/A—1,282-1,282-100%$203.5K———
Kintra Wealth, LLC
N/A—1,274-1,274-100%$214.4K———
Stelac Advisory Services LLC
N/A—1,252-1,252-100%$198.6K———
Truvestments Capital LLC
N/A—1,242-1,242-100%$197.1K———
South Plains Financial, Inc.
N/A—1,200-1,200-100%$190.4K———
Mpwm Advisory Solutions, LLC
N/A—1,199-1,199-100%$190.2K———
TD Capital Management LLC
N/A—1,188-1,188-100%$188.5K———
BOK Financial Private Wealth, Inc.
N/A—1,175-1,175-100%$186.4K———
Steigerwald, Gordon & Koch Inc.
N/A—1,170-1,170-100%$185.7K———
Corsicana & Co.
N/A—1,100-1,100-100%$174.5K———
Strategic Wealth Partners, Ltd.
N/A—1,095-1,095-100%$173.7K———
Family Manage LLC
N/A—1,031-1,031-100%$163.6K———
Colonial Trust Co / SC
N/A—991-991-100%$157.3K———
Johnson Financial Group, Inc.
N/A—986-986-100%$156.4K———
Liberty One Investment Management, LLC
N/A—948-948-100%$150.4K———
Man Group plc
N/A—922-922-100%$146.3K———
Rothschild Investment LLC
N/A—917-917-100%$145.5K———
WealthShield Partners, LLC
N/A—915-915-100%$145.2K———
Private Wealth Asset Management, LLC
N/A—890-890-100%$141.2K———
Burnham & Co LLC
N/A—883-883-100%$140.1K———
MidFirst Bank
N/A—842-842-100%$133.6K———
Reyl & Cie S.A.
N/A—795-795-100%$116.9K———
Bernard Wealth Management Corp.
N/A—793-793-100%$125.8K———
Strategic Investment Advisors / MI
N/A—762-762-100%$120.8K———
Delta Asset Management LLC
N/A—728-728-100%$115.5K———
Vanguard National Trust Co
N/A—654-654-100%$103.8K———
Banque Cantonale Vaudoise
N/A—654-654-100%$104.0K———
Forum Finance Group S.A.
N/A—650-650-100%$83———
Dunhill Financial, LLC
N/A—647-647-100%$102.7K———
Pursuit Wealth Strategies, LLC
N/A—637-637-100%$101.0K———
Purpose Unlimited Inc.
N/A—630-630-100%$100.1K———
Anchor Investment Management, LLC
N/A—612-612-100%$97.1K———
HHM Wealth Advisors, LLC
N/A—605-605-100%$96.0K———
HM Payson & Co
N/A—600-600-100%$95.2K———
Ameritas Investment Partners, Inc.
N/A—580-580-100%$92.1K———
Glassman Wealth Services
N/A—566-566-100%$89.8K———
Bravera Wealth
N/A—553-553-100%$87.7K———
Cambient Family Office, LLC
N/A—552-552-100%$87.6K———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—550-550-100%$310.6K———
Ogorek Anthony Joseph
N/A—550-550-100%$87.0K———
WealthCollab, LLC
N/A—549-549-100%$87.1K———
FWL Investment Management, LLC
N/A—545-545-100%$86.5K———
Keating Financial Advisory Services, Inc.
N/A—532-532-100%$84.4K———
Raffa Wealth Management, LLC
N/A—522-522-100%$82.8K———
EFG International AG
N/A—514-514-100%$81.6K———
Ramirez Asset Management, Inc.
N/A—500-500-100%$79.3K———
Caitlin John, LLC
N/A—497-497-100%$78.9K———
Ballast Advisors LLC
N/A—477-477-100%$75.8K———
Seneschal Advisors, LLC
N/A—475-475-100%$75.4K———
Innovative Asset Advisors Group, LLC
N/A—441-441-100%$70.0K———
Bellevue Asset Management, LLC
N/A—391-391-100%$62.0K———
Allied Private Wealth LLC
N/A—371-371-100%$60.3K———
Prosperity Bancshares Inc
N/A—351-351-100%$55.7K———
one8zero8, LLC
N/A—340-340-100%$53.9K———
Tiaa Trust, National Association
N/A—338-338-100%$53.6K———
Ameriflex Group, Inc.
N/A—334-334-100%$52.9K———
FAS Wealth Partners, Inc.
N/A—333-333-100%$52.8K———
Tripletail Wealth Management, LLC
N/A—330-330-100%$54.0K———
Financial Life Planners
N/A—327-327-100%$51.9K———
Colonial Trust Advisors
N/A—315-315-100%$50.0K———
Tiaa Wealth Investment Management LLC
N/A—296-296-100%$47.1K———
Abound Financial, LLC
N/A—276-276-100%$43.8K———
SSA Swiss Advisors AG
N/A—272-272-100%$43.2K———
Kerr Financial Planning Corp
N/A—272-272-100%$43.1K———
Regatta Research & Money Management
N/A—266-266-100%$42.0K———
Ankerstar Wealth, LLC
N/A—233-233-100%$37.0K———
HighMark Wealth Management LLC
N/A—223-223-100%$35.4K———
Bogart Wealth, LLC
N/A—210-210-100%$33.3K———
Topsail Wealth Management, LLC
N/A—210-210-100%$33.3K———
1 North Wealth Services LLC
N/A—208-208-100%$33.0K———
Parvin Asset Management, LLC
N/A—200-200-100%$31.7K———
Pinney & Scofield, Inc.
N/A—200-200-100%$31.7K———
PIN OAK Investment Advisors Inc
N/A—193-193-100%$31———
Aventura Private Wealth, LLC
N/A—192-192-100%$30.5K———
Matrix Private Capital Group LLC
N/A—192-192-100%$30.5K———
Rialto Wealth Management, LLC
N/A—186-186-100%$29.5K———
Orion Capital Management LLC
N/A—179-179-100%$28.4K———
Financial Gravity Companies, Inc.
N/A—178-178-100%$28.2K———
Operose Advisors LLC
N/A—178-178-100%$28.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—170-170-100%$27.0K———
Financial Avengers, Inc.
N/A—153-153-100%$24.2K———
Investors Portfolio Services LLC
N/A—153-153-100%$24.2K———
JDM Financial Group LLC
N/A—150-150-100%$23.8K———
Beaird Harris Wealth Management, LLC
N/A—148-148-100%$23.5K———
Game Plan Financial Advisors, LLC
N/A—139-139-100%$22.1K———
Atomic Invest LLC
N/A—138-138-100%$22.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—130-130-100%$20.6K———
Miller Capital Partners, Inc.
N/A—123-123-100%$19.5K———
Synergy Investment Management, LLC
N/A—116-116-100%$18.5K———
Bank of the Bluegrass & Trust Co.
N/A—94-94-100%$15.8K———
Integrity Financial Corp
N/A—91-91-100%$14.4K———
Macquarie Group LTD
N/A—90-90-100%$14.3K———
Imprint Wealth LLC
N/A—88-88-100%$14.0K———
Front Row Advisors LLC
N/A—84-84-100%$14.0K———
Consultiva Wealth Management, Corp.
N/A—60-60-100%$9.5K———
Windsor Advisory Group, LLC
N/A—54-54-100%$8.6K———
Edmond de Rothschild Holding S.A.
N/A—50-50-100%$7.9K———
Vision Retirement, LLC
N/A—30-30-100%$4.8K———
NCP Inc.
N/A—29-29-100%$4.6K———
Credit Industriel ET Commercial
N/A—28-28-100%$4.4K———
Mcguire Capital Advisors Inc
N/A—17-17-100%$2.7K———
Copia Wealth Management
N/A—12-12-100%$1.9K———
Capital Advisor Network LLC
N/A—10-10-100%$1.6K———
Nova Wealth Management, Inc.
N/A—6-6-100%$892———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$159———
Freestone Grove Partners LP
N/A—1-1-100%$159———
Logan Capital Management Inc
N/A—00—$25———
Showing 2018 of 2018 institutions