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SS Consumer Staples SEL Sect (XLP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
DECREASED
Shares5,167,798 from 6,481,381
Change-1,313,583 (-20%)
Value$416.5M (-$121.9M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares4,885,406 from 6,867,681
Change-1,982,275 (-29%)
Value$393.8M (-$176.7M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares3,506,000 from 3,577,959
Change-71,959 (-2%)
Value$282.6M (-$14.6M)
Filed 2026-11-06
Natixis
INCREASED
Shares1,885,310 from 1,356,669
Change+528,641 (+39%)
Value$152.0M (+$39.3M)
Filed 2026-11-06
Migdal Insurance & Financial Holdings Ltd.
NEW
Shares1,024,297
Change+1,024,297
Value$82.6M
Filed 2026-11-09
Fisher Asset Management, LLC
DECREASED
Shares961,025 from 994,393
Change-33,368 (-3%)
Value$77.5M (-$5.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares639,195 from 713,097
Change-73,902 (-10%)
Value$51.5M (-$7.7M)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares585,988 from 676,282
Change-90,294 (-13%)
Value$47.2M (-$8.9M)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares525,334 from 489,162
Change+36,172 (+7%)
Value$42.3M (+$1.7M)
Filed 2026-10-29
Greenwood Gearhart LLC
INCREASED
Shares483,199 from 476,688
Change+6,511 (+1%)
Value$38.9M (-$652.6K)
Filed 2026-11-02
Conservest Capital Advisors, Inc.
DECREASED
Shares446,568 from 450,415
Change-3,847 (-1%)
Value$36.0M (-$1.4M)
Filed 2026-11-09
KCM Investment Advisors LLC
DECREASED
Shares409,762 from 424,290
Change-14,528 (-3%)
Value$33.0M (-$2.2M)
Filed 2026-10-27
Trust Asset Management LLC
DECREASED
Shares399,685 from 399,910
Change-225 (0%)
Value$32.2M (-$1.0M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares386,916 from 319,341
Change+67,575 (+21%)
Value$31.2M (+$4.7M)
Filed 2026-10-28
HighTower Advisors, LLC
DECREASED
Shares353,958 from 365,944
Change-11,986 (-3%)
Value$28.5M (-$1.9M)
Filed 2026-11-10
Mirae Asset Securities (USA) Inc.
UNCHANGED
Shares350,000 from 350,000
Change0 (0%)
Value$28.2M (-$864.5K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares342,503 from 285,447
Change+57,056 (+20%)
Value$27.6K (-$23.7M)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares312,727 from 404,057
Change-91,330 (-23%)
Value$25.2M (-$8.4M)
Filed 2026-10-29
Rockport Wealth LLC
INCREASED
Shares265,686 from 250,746
Change+14,940 (+6%)
Value$21.4M (+$584.8K)
Filed 2026-11-03
Makena Capital Management LLC
INCREASED
Shares258,549 from 134,810
Change+123,739 (+92%)
Value$20.8M (+$9.6M)
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares258,372 from 233,343
Change+25,029 (+11%)
Value$21.8M (+$2.4M)
Filed 2026-10-13
Bank of Montreal
INCREASED
Shares256,339 from 202,755
Change+53,584 (+26%)
Value$20.7M (+$3.8M)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares240,124 from 173,097
Change+67,027 (+39%)
Value$19.4M (+$5.0M)
Filed 2026-11-02
Valence8 US LP
INCREASED
Shares232,707 from 231,632
Change+1,075 (+0%)
Value$18.8M (-$485.5K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares211,274 from 200,654
Change+10,620 (+5%)
Value$17.0K (-$16.7M)
Filed 2026-11-05
Biltmore Wealth Management, LLC
INCREASED
Shares209,812 from 201,408
Change+8,404 (+4%)
Value$16.9M (+$180.0K)
Filed 2026-10-09
Matauro, LLC
INCREASED
Shares207,513 from 194,984
Change+12,529 (+6%)
Value$16.7M (+$528.2K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares206,027 from 291,678
Change-85,651 (-29%)
Value$16.6M (-$7.6M)
Filed 2026-10-30
Armstrong Advisory Group, Inc
INCREASED
Shares200,944 from 199,398
Change+1,546 (+1%)
Value$16.2M (-$368.0K)
Filed 2026-10-09
Galvin, Gaustad & Stein, LLC
INCREASED
Shares197,770 from 195,993
Change+1,777 (+1%)
Value$15.9M (-$340.8K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares187,507 from 184,785
Change+2,722 (+1%)
Value$15.1M (-$237.0K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares186,832 from 189,499
Change-2,667 (-1%)
Value$15.1M (-$683.0K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares179,130 from 109,644
Change+69,486 (+63%)
Value$14.4M (+$5.3M)
Filed 2026-10-16
BAR Harbor Wealth Management
INCREASED
Shares166,172 from 166,037
Change+135 (+0%)
Value$13.4M (-$399.2K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares154,907 from 155,838
Change-931 (-1%)
Value$12.5M (-$460.0K)
Filed 2026-11-02
Praxis Capital Management LLC
INCREASED
Shares154,243 from 6,700
Change+147,543 (+2202%)
Value$12.4M (+$11.9M)
Filed 2026-10-16
IMZ Advisory Inc
INCREASED
Shares146,855 from 139,248
Change+7,607 (+5%)
Value$11.8M (+$269.1K)
Filed 2026-11-03
Arta Finance Wealth Management LLC
DECREASED
Shares136,487 from 152,908
Change-16,421 (-11%)
Value$11.0M (-$1.7M)
Filed 2026-10-28
IFG Advisory, LLC
INCREASED
Shares135,756 from 132,174
Change+3,582 (+3%)
Value$10.9M (-$37.7K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares134,218 from 80,259
Change+53,959 (+67%)
Value$10.8M (+$4.2M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares133,418 from 128,105
Change+5,313 (+4%)
Value$10.8K (-$10.6M)
Filed 2026-10-26
HighPoint Advisor Group LLC
INCREASED
Shares129,534 from 119,081
Change+10,453 (+9%)
Value$10.4M (+$548.4K)
Filed 2026-11-09
Kwmg, LLC
INCREASED
Shares128,908 from 120,592
Change+8,316 (+7%)
Value$10.4M (+$372.4K)
Filed 2026-10-07
AlphaCore Capital LLC
INCREASED
Shares121,763 from 45,858
Change+75,905 (+166%)
Value$9.8M (+$6.0M)
Filed 2026-11-04
Strategic Advisory Partners, LLC
INCREASED
Shares121,669 from 117,325
Change+4,344 (+4%)
Value$9.8M (+$60.3K)
Filed 2026-11-06
Legacy Edge Advisors, LLC
INCREASED
Shares118,700 from 109,029
Change+9,671 (+9%)
Value$9.6M (+$510.2K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares117,990 from 240,444
Change-122,454 (-51%)
Value$9.5M (-$10.5M)
Filed 2026-10-20
Annex Advisory Services, LLC
DECREASED
Shares116,994 from 145,280
Change-28,286 (-19%)
Value$9.4M (-$2.6M)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares114,779 from 113,058
Change+1,721 (+2%)
Value$9.3M (-$191.3K)
Filed 2026-10-29
LifePlan Financial, LLC
INCREASED
Shares114,209 from 112,886
Change+1,323 (+1%)
Value$9.5M (+$149.9K)
Filed 2026-10-13
Money Concepts Capital Corp
DECREASED
Shares110,849 from 112,210
Change-1,361 (-1%)
Value$8.9M (-$386.9K)
Filed 2026-11-06
Bellwether Advisors, LLC
INCREASED
Shares109,984 from 88,928
Change+21,056 (+24%)
Value$8.9M (+$1.5M)
Filed 2026-11-09
United Asset Strategies, Inc.
INCREASED
Shares107,651 from 102,506
Change+5,145 (+5%)
Value$8.7M (+$161.5K)
Filed 2026-10-28
Corecam Pte. Ltd.
INCREASED
Shares107,100 from 105,150
Change+1,950 (+2%)
Value$8.6M (-$102.6K)
Filed 2026-10-23
Sharper & Granite LLC
INCREASED
Shares105,610 from 90,334
Change+15,276 (+17%)
Value$8.7M (+$1.2M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares103,137 from 102,222
Change+915 (+1%)
Value$8.3M (-$178.7K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares99,299 from 108,698
Change-9,399 (-9%)
Value$8.0M (-$1.0M)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares95,097 from 98,162
Change-3,065 (-3%)
Value$7.7M (-$489.6K)
Filed 2026-10-13
Trek Financial, LLC
DECREASED
Shares92,790 from 116,039
Change-23,249 (-20%)
Value$7.5M (-$2.2M)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares91,768 from 89,974
Change+1,794 (+2%)
Value$7.4M (-$77.6K)
Filed 2026-11-05
Sterling Manor Financial, LLC
NEW
Shares87,938
Change+87,938
Value$7.1M
Filed 2026-10-21
Cambiar Investors LLC
NEW
Shares85,984
Change+85,984
Value$6.9M
Filed 2026-11-04
Crestwood Advisors Group, LLC
DECREASED
Shares81,729 from 82,109
Change-380 (0%)
Value$6.6M (-$233.4K)
Filed 2026-10-27
Ayalon Insurance Comp Ltd.
INCREASED
Shares81,250 from 12,250
Change+69,000 (+563%)
Value$6.5K (+$5.5K)
Filed 2026-10-08
SteelPeak Wealth, LLC
INCREASED
Shares80,310 from 53,225
Change+27,085 (+51%)
Value$6.5M (+$2.1M)
Filed 2026-10-16
Compass Wealth Management, LLC
INCREASED
Shares78,681 from 74,355
Change+4,326 (+6%)
Value$6.3M (+$165.0K)
Filed 2026-10-30
Client First Capital LLC
INCREASED
Shares78,364 from 73,557
Change+4,807 (+7%)
Value$6.3M (+$205.8K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares78,270 from 78,690
Change-420 (-1%)
Value$6.3M (-$228.3K)
Filed 2026-11-06
Algorithmic Investment Models, LLC
INCREASED
Shares75,609 from 62,327
Change+13,282 (+21%)
Value$6.1M (+$916.7K)
Filed 2026-11-04
First Interstate Bank
DECREASED
Shares74,928 from 77,282
Change-2,354 (-3%)
Value$6.0M (-$380.6K)
Filed 2026-10-23
Sacks & Associates, LLC
DECREASED
Shares74,583 from 77,857
Change-3,274 (-4%)
Value$6.0M (-$610.3K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares73,103 from 92,391
Change-19,288 (-21%)
Value$5.9M (-$1.8M)
Filed 2026-10-22
SBI Okasan Asset Management Co.Ltd.
DECREASED
Shares72,880 from 94,070
Change-21,190 (-23%)
Value$6.0M (-$2.0M)
Filed 2026-11-10
Capital Investment Advisors, LLC
DECREASED
Shares72,375 from 76,836
Change-4,461 (-6%)
Value$5.8M (-$549.3K)
Filed 2026-10-22
Fifth Third Securities, Inc.
DECREASED
Shares71,979 from 79,911
Change-7,932 (-10%)
Value$5.8M (-$836.7K)
Filed 2026-10-21
Sage Capital Management, LLC
INCREASED
Shares71,709 from 68,203
Change+3,506 (+5%)
Value$5.8M (+$114.2K)
Filed 2026-10-20
Howard Capital Management Group, LLC
DECREASED
Shares70,848 from 71,035
Change-187 (0%)
Value$5.7M (-$190.5K)
Filed 2026-10-16
Banco Santander, S.A.
DECREASED
Shares70,587 from 73,066
Change-2,479 (-3%)
Value$5.7M (-$380.3K)
Filed 2026-11-10
Capital Investment Advisory Services, LLC
DECREASED
Shares69,756 from 76,818
Change-7,062 (-9%)
Value$5.6M (-$758.3K)
Filed 2026-10-30
Fortis Group Advisors, LLC
INCREASED
Shares68,953 from 30,028
Change+38,925 (+130%)
Value$6.2M (+$3.7M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares68,842 from 69,119
Change-277 (0%)
Value$5.5M (-$227.6K)
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares68,763 from 69,497
Change-734 (-1%)
Value$5.5M (-$230.8K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares67,695 from 69,217
Change-1,522 (-2%)
Value$5.5M (-$293.5K)
Filed 2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED
Shares66,575 from 66,691
Change-116 (0%)
Value$5.4M (-$174.1K)
Filed 2026-10-09
NWF Advisory Services Inc.
INCREASED
Shares66,208 from 64,490
Change+1,718 (+3%)
Value$5.3M (-$20.8K)
Filed 2026-10-19
Independence Wealth Advisors, LLC
INCREASED
Shares65,372 from 19,843
Change+45,529 (+229%)
Value$5.3M (+$3.6M)
Filed 2026-10-29
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares64,570 from 63,038
Change+1,532 (+2%)
Value$5.2M (-$32.2K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
INCREASED
Shares64,138 from 25,948
Change+38,190 (+147%)
Value$5.2M (-$2.3M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares63,968 from 59,258
Change+4,710 (+8%)
Value$5.1M (+$349.4K)
Filed 2026-10-13
Chemung Canal Trust Co
DECREASED
Shares63,749 from 66,150
Change-2,401 (-4%)
Value$5.1M (-$356.9K)
Filed 2026-11-04
Advocate Investing Services LLC
INCREASED
Shares63,706 from 62,296
Change+1,410 (+2%)
Value$5.1M (-$40.2K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares63,514 from 61,867
Change+1,647 (+3%)
Value$5.1M (-$20.1K)
Filed 2026-10-20
American National Bank of Texas
INCREASED
Shares61,887 from 60,862
Change+1,025 (+2%)
Value$5.0M (-$67.7K)
Filed 2026-10-07
Altfest L J & Co Inc
INCREASED
Shares61,235 from 34,517
Change+26,718 (+77%)
Value$4.9M (+$2.1M)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares61,099
Change+61,099
Value$4.9M
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares60,952 from 49,648
Change+11,304 (+23%)
Value$5.3M (+$1.1M)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
INCREASED
Shares59,076 from 51,892
Change+7,184 (+14%)
Value$4.8M (+$450.9K)
Filed 2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares59,004 from 59,004
Change0 (0%)
Value$4.9M ($0)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED
Shares58,646 from 61,320
Change-2,674 (-4%)
Value$4.7M (-$367.0K)
Filed 2026-10-05
Stockman Wealth Management, Inc.
INCREASED
Shares58,476 from 52,939
Change+5,537 (+10%)
Value$4.7M (+$315.6K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares57,741 from 55,815
Change+1,926 (+3%)
Value$4.7K (-$4.6M)
Filed 2026-10-14
Old National Bancorp
DECREASED
Shares56,678 from 65,435
Change-8,757 (-13%)
Value$4.6M (-$867.4K)
Filed 2026-10-20
Toth Financial Advisory Corp
DECREASED
Shares55,899 from 56,416
Change-517 (-1%)
Value$4.5M (-$181.0K)
Filed 2026-10-08
First International Bank of Israel Ltd.
DECREASED
Shares55,800 from 56,793
Change-993 (-2%)
Value$4.5M (-$220.3K)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED
Shares55,662 from 57,303
Change-1,641 (-3%)
Value$4.9M (+$116.9K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
NEW
Shares55,446
Change+55,446
Value$4.5M
Filed 2026-11-06
Edgestream Partners, L.P.
INCREASED
Shares54,608 from 10,338
Change+44,270 (+428%)
Value$4.4M (+$3.5M)
Filed 2026-11-10
Founders Financial Securities LLC
DECREASED
Shares54,247 from 56,898
Change-2,651 (-5%)
Value$4.4M (-$354.2K)
Filed 2026-10-28
Winthrop Capital Management, LLC
DECREASED
Shares52,601 from 54,871
Change-2,270 (-4%)
Value$4.2M (-$318.4K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares52,553 from 47,576
Change+4,977 (+10%)
Value$4.2M (+$283.5K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares51,917 from 46,063
Change+5,854 (+13%)
Value$4.2M (+$358.1K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares51,551 from 47,740
Change+3,811 (+8%)
Value$4.2M (+$189.3K)
Filed 2026-11-04
3Edge Asset Management, LP
DECREASED
Shares50,212 from 55,122
Change-4,910 (-9%)
Value$4.0M (-$531.9K)
Filed 2026-10-30
Yelin Lapidot Holdings Management Ltd.
NEW
Shares50,000
Change+50,000
Value$4.0M
Filed 2026-10-26
Orange Investment Advisors, Inc.
DECREASED
Shares48,508 from 50,709
Change-2,201 (-4%)
Value$3.9M (-$302.7K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares48,301 from 45,982
Change+2,319 (+5%)
Value$3.9K (+$73)
Filed 2026-10-02
Meridian Wealth Management, LLC
INCREASED
Shares47,602 from 22,987
Change+24,615 (+107%)
Value$3.8M (+$1.9M)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
INCREASED
Shares46,496 from 46,173
Change+323 (+1%)
Value$3.7M (-$88.0K)
Filed 2026-11-03
Foronjy Financial LLC
DECREASED
Shares46,329 from 46,959
Change-630 (-1%)
Value$3.7M (-$166.8K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares45,684 from 48,494
Change-2,810 (-6%)
Value$3.7M (-$346.2K)
Filed 2026-10-21
Northland Securities, Inc.
INCREASED
Shares45,149 from 39,424
Change+5,725 (+15%)
Value$3.6M (+$364.1K)
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares44,869 from 47,540
Change-2,671 (-6%)
Value$3.6M (-$332.7K)
Filed 2026-10-30
WBH Advisory Inc
DECREASED
Shares44,825 from 48,591
Change-3,766 (-8%)
Value$3.6M (-$423.6K)
Filed 2026-11-05
Corecam AG
DECREASED
Shares44,540 from 45,220
Change-680 (-1%)
Value$3.6M (-$166.5K)
Filed 2026-10-29
Virtue Capital Management, LLC
INCREASED
Shares43,930 from 38,464
Change+5,466 (+14%)
Value$3.5M (+$345.5K)
Filed 2026-10-29
First Financial Bank - Trust Division
INCREASED
Shares43,336 from 41,993
Change+1,343 (+3%)
Value$3.5M (+$4.7K)
Filed 2026-10-01
Innova Wealth Partners
DECREASED
Shares43,264 from 44,922
Change-1,658 (-4%)
Value$3.5M (-$244.6K)
Filed 2026-10-21
Capital Advantage, Inc.
DECREASED
Shares42,646 from 44,540
Change-1,894 (-4%)
Value$3.4M (-$262.6K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares41,263 from 42,303
Change-1,040 (-2%)
Value$3.3M (-$188.7K)
Filed 2026-10-23
Butensky & Cohen Financial Security, Inc
INCREASED
Shares40,692 from 39,212
Change+1,480 (+4%)
Value$3.3M (+$22.4K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares40,474 from 18,719
Change+21,755 (+116%)
Value$3.3M (+$1.7M)
Filed 2026-10-28
Es4, LLC
INCREASED
Shares39,755 from 32,651
Change+7,104 (+22%)
Value$3.2M (+$492.0K)
Filed 2026-11-09
David Kennon Inc
INCREASED
Shares39,644 from 39,182
Change+462 (+1%)
Value$3.2M (-$59.5K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares39,505 from 45,897
Change-6,392 (-14%)
Value$3.2M (-$628.5K)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares39,286 from 54,600
Change-15,314 (-28%)
Value$3.2M (-$1.4M)
Filed 2026-11-04
Financial Discovery Group Inc
DECREASED
Shares38,436 from 42,844
Change-4,408 (-10%)
Value$3.1M (-$461.1K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares37,968 from 25,249
Change+12,719 (+50%)
Value$3.1M (+$962.8K)
Filed 2026-10-19
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares37,559 from 36,056
Change+1,503 (+4%)
Value$3.1M (+$71.2K)
Filed 2026-10-14
Horizon Financial Services, LLC
INCREASED
Shares37,436 from 32,824
Change+4,612 (+14%)
Value$3.0M (+$290.7K)
Filed 2026-11-04
Wealthfront Advisers LLC
DECREASED
Shares36,813 from 41,362
Change-4,549 (-11%)
Value$3.0M (-$468.8K)
Filed 2026-11-09
Essex LLC
INCREASED
Shares35,873 from 34,138
Change+1,735 (+5%)
Value$2.9M (+$55.6K)
Filed 2026-10-14
Cooksen Wealth, LLC
INCREASED
Shares35,516 from 33,463
Change+2,053 (+6%)
Value$3.0M (+$183.3K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares34,220 from 36,177
Change-1,957 (-5%)
Value$2.8M (-$247.0K)
Filed 2026-10-15
AFG Fiduciary Services Limited Partnership
INCREASED
Shares34,020 from 33,489
Change+531 (+2%)
Value$2.9M (+$17.9K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares33,871 from 59,537
Change-25,666 (-43%)
Value$2.7M (-$2.2M)
Filed 2026-11-05
LightSquare Wealth Management, LLC
DECREASED
Shares33,783 from 35,793
Change-2,010 (-6%)
Value$2.7M (-$250.4K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED
Shares33,679 from 33,103
Change+576 (+2%)
Value$2.7M (-$35.3K)
Filed 2026-10-16
Nelson Capital Management, LLC
INCREASED
Shares33,326 from 30,436
Change+2,890 (+10%)
Value$2.7M (+$157.8K)
Filed 2026-11-09
CMG Global Holdings, LLC
INCREASED
Shares33,092 from 32,365
Change+727 (+2%)
Value$2.7M (-$21.4K)
Filed 2026-10-14
Massachusetts Wealth Management
INCREASED
Shares32,339 from 31,579
Change+760 (+2%)
Value$2.6M (-$16.7K)
Filed 2026-10-21
WP Advisors, LLC
INCREASED
Shares32,247 from 32,038
Change+209 (+1%)
Value$2.6M (-$62.3K)
Filed 2026-10-22
Centennial Bank
INCREASED
Shares32,244 from 30,026
Change+2,218 (+7%)
Value$2.6M (+$104.6K)
Filed 2026-11-09
Ranch Capital Advisors Inc.
INCREASED
Shares32,219 from 32,085
Change+134 (+0%)
Value$2.6M (-$68.5K)
Filed 2026-11-09
Focus Financial Network, Inc.
DECREASED
Shares31,544 from 32,527
Change-983 (-3%)
Value$2.5M (-$159.6K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares31,253 from 30,908
Change+345 (+1%)
Value$2.5M (-$48.5K)
Filed 2026-10-21
AMI Investment Management Inc
INCREASED
Shares31,111 from 29,942
Change+1,169 (+4%)
Value$2.5M (+$20.3K)
Filed 2026-10-27
Midwest Trust Co
DECREASED
Shares30,805 from 32,049
Change-1,244 (-4%)
Value$2.5M (-$179.4K)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares30,799 from 32,053
Change-1,254 (-4%)
Value$2.5M (-$180.3K)
Filed 2026-10-14
Flagstar Securities, Inc
INCREASED
Shares30,760 from 26,069
Change+4,691 (+18%)
Value$2.5M (+$313.6K)
Filed 2026-10-15
Silver OAK Securities, Incorporated
INCREASED
Shares30,674 from 23,504
Change+7,170 (+31%)
Value$2.8M (+$810.6K)
Filed 2026-11-09
Darwin Wealth Management, LLC
INCREASED
Shares30,399 from 29,285
Change+1,114 (+4%)
Value$2.5M (+$17.5K)
Filed 2026-11-09
Westside Investment Management, Inc.
INCREASED
Shares30,199 from 28,051
Change+2,148 (+8%)
Value$2.4M (+$103.5K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
INCREASED
Shares30,069 from 29,442
Change+627 (+2%)
Value$2.4M (-$22.2K)
Filed 2026-10-27
Portman Square Capital LLP
NEW
Shares30,000
Change+30,000
Value$2.4M
Filed 2026-10-15
AMG National Trust Bank
DECREASED
Shares29,841 from 30,331
Change-490 (-2%)
Value$2.4M (-$114.4K)
Filed 2026-11-05
Targeted Financial Services LLC
INCREASED
Shares29,610 from 29,523
Change+87 (+0%)
Value$2.4M (-$65.9K)
Filed 2026-10-19
Western Wealth Management, LLC
DECREASED
Shares29,358 from 34,075
Change-4,717 (-14%)
Value$2.4M (-$464.4K)
Filed 2026-11-09
Premier Path Wealth Partners, LLC
DECREASED
Shares29,278 from 50,240
Change-20,962 (-42%)
Value$2.4M (-$1.8M)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares28,886 from 19,807
Change+9,079 (+46%)
Value$2.3M (+$682.8K)
Filed 2026-10-26
Retirement Guys Formula LLC
DECREASED
Shares28,685 from 29,815
Change-1,130 (-4%)
Value$2.3M (-$164.7K)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares28,543 from 31,246
Change-2,703 (-9%)
Value$2.3M (-$295.0K)
Filed 2026-10-19
Everest Financial Group LLC
INCREASED
Shares28,174 from 24,632
Change+3,542 (+14%)
Value$2.3M (+$224.7K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares28,039 from 27,719
Change+320 (+1%)
Value$2.3M (-$42.7K)
Filed 2026-10-19
Keybank National Association
INCREASED
Shares27,998 from 27,452
Change+546 (+2%)
Value$2.3M (-$23.8K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares27,977 from 28,205
Change-228 (-1%)
Value$2.3M (-$88.0K)
Filed 2026-10-23
Advisory Resource Group
INCREASED
Shares27,944 from 26,422
Change+1,522 (+6%)
Value$2.3M (+$57.4K)
Filed 2026-10-26
Private Wealth Group, LLC
UNCHANGED
Shares27,866 from 27,866
Change0 (0%)
Value$2.2M (-$68.8K)
Filed 2026-10-19
Nwam LLC
DECREASED
Shares27,480 from 33,533
Change-6,053 (-18%)
Value$2.2M (-$570.7K)
Filed 2026-11-09
Hansen & Associates Financial Group, Inc.
INCREASED
Shares26,888 from 25,494
Change+1,394 (+5%)
Value$2.2M (+$98.9K)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares26,436 from 29,612
Change-3,176 (-11%)
Value$2.1M (-$329.4K)
Filed 2026-10-08
Busey Bank
DECREASED
Shares26,423 from 26,712
Change-289 (-1%)
Value$2.1M (-$89.3K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares26,186 from 27,116
Change-930 (-3%)
Value$2.1M (-$141.9K)
Filed 2026-11-03
Acima Private Wealth, LLC
DECREASED
Shares26,108 from 26,284
Change-176 (-1%)
Value$2.1M (-$79.1K)
Filed 2026-10-05
Hanseatic Management Services Inc
INCREASED
Shares26,033 from 24,428
Change+1,605 (+7%)
Value$2.1M (+$69.0K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares25,904 from 14,076
Change+11,828 (+84%)
Value$2.1M (+$918.6K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares25,849 from 25,849
Change0 (0%)
Value$2.1M (-$65.1K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares25,518 from 22,281
Change+3,237 (+15%)
Value$2.1M (+$205.9K)
Filed 2026-10-08
Kennicott Capital Management LLC
INCREASED
Shares25,401 from 24,904
Change+497 (+2%)
Value$2.0M (-$21.5K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares25,295 from 24,963
Change+332 (+1%)
Value$2.0M (-$34.9K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares25,254 from 23,619
Change+1,635 (+7%)
Value$2.0M (+$73.4K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares25,195 from 51,308
Change-26,113 (-51%)
Value$2.0M (-$2.2M)
Filed 2026-10-21
Berkshire Asset Management LLC
DECREASED
Shares24,844 from 50,676
Change-25,832 (-51%)
Value$2.0M (-$2.2M)
Filed 2026-11-10
Capstone Wealth Management Group, Inc.
INCREASED
Shares24,605 from 23,024
Change+1,581 (+7%)
Value$2.0M (+$70.6K)
Filed 2026-10-19
10Elms LLP
DECREASED
Shares24,488 from 24,605
Change-117 (0%)
Value$2.0M (-$70.2K)
Filed 2026-11-06
CWC Advisors, Llc.
INCREASED
Shares24,344 from 24,294
Change+50 (+0%)
Value$2.0M (-$56.0K)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares24,254 from 24,304
Change-50 (0%)
Value$2.0M (-$64.1K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares24,206 from 24,965
Change-759 (-3%)
Value$2.0M (-$122.8K)
Filed 2026-10-06
Uptick Partners, LLC
INCREASED
Shares23,988 from 23,076
Change+912 (+4%)
Value$1.9M (+$16.5K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
DECREASED
Shares23,961 from 24,621
Change-660 (-3%)
Value$1.9M (-$114.0K)
Filed 2026-10-22
Zullo Investment Group, Inc.
INCREASED
Shares23,859 from 23,410
Change+449 (+2%)
Value$1.9M (-$21.6K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares23,773 from 23,493
Change+280 (+1%)
Value$1.9M (-$35.4K)
Filed 2026-10-23
Peterson Wealth Management
INCREASED
Shares23,662 from 17,246
Change+6,416 (+37%)
Value$1.9M (+$474.5K)
Filed 2026-11-06
Sage Capital Advisors,llc
DECREASED
Shares23,645 from 23,706
Change-61 (0%)
Value$1.9M (-$63.5K)
Filed 2026-10-13
Primoris Wealth Advisors, LLC
DECREASED
Shares23,571 from 23,963
Change-392 (-2%)
Value$1.9M (-$82.7K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares23,552 from 20,369
Change+3,183 (+16%)
Value$1.9M (+$206.2K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares23,191 from 26,602
Change-3,411 (-13%)
Value$1.9M (-$340.6K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares23,132 from 21,051
Change+2,081 (+10%)
Value$1.9M (+$115.7K)
Filed 2026-10-21
Milestone Asset Management, LLC
INCREASED
Shares22,773 from 4,431
Change+18,342 (+414%)
Value$1.8M (+$1.5M)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares22,617 from 25,468
Change-2,851 (-11%)
Value$1.8M (-$292.7K)
Filed 2026-10-21
Florida Financial Advisors, LLC
INCREASED
Shares22,490 from 14,073
Change+8,417 (+60%)
Value$1.8M (+$643.8K)
Filed 2026-11-09
Advisor Resource Council
DECREASED
Shares22,069 from 26,856
Change-4,787 (-18%)
Value$1.8M (-$470.1K)
Filed 2026-11-05
Carrera Capital Advisors
INCREASED
Shares22,044 from 20,745
Change+1,299 (+6%)
Value$1.8M (+$53.4K)
Filed 2026-11-03
Shepherd Financial Partners LLC
INCREASED
Shares21,947 from 21,875
Change+72 (+0%)
Value$1.8M (-$48.2K)
Filed 2026-11-03
JBGlobal.com LLC
UNCHANGED
Shares21,850 from 21,850
Change0 (0%)
Value$1.8M (-$54.0K)
Filed 2026-10-13
KFG LLC
NEW
Shares21,810
Change+21,810
Value$1.8M
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares21,732 from 20,225
Change+1,507 (+7%)
Value$1.8M (+$71.5K)
Filed 2026-11-06
Tritonpoint Wealth, LLC
DECREASED
Shares21,596 from 22,402
Change-806 (-4%)
Value$1.7M (-$120.3K)
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares20,878 from 21,888
Change-1,010 (-5%)
Value$1.7M (-$135.5K)
Filed 2026-10-28
Ledyard National Bank
UNCHANGED
Shares20,845 from 20,845
Change0 (0%)
Value$1.7M (-$51.5K)
Filed 2026-10-21
Helium Advisors LLC
INCREASED
Shares20,824 from 19,346
Change+1,478 (+8%)
Value$1.7M (+$71.3K)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares20,596 from 25,982
Change-5,386 (-21%)
Value$1.7M (-$498.2K)
Filed 2026-11-09
Outlook Wealth Advisors, LLC
INCREASED
Shares20,244 from 14,828
Change+5,416 (+37%)
Value$1.6M (+$395.0K)
Filed 2026-10-28
Belpointe Asset Management LLC
INCREASED
Shares20,158 from 15,117
Change+5,041 (+33%)
Value$1.6M (+$369.0K)
Filed 2026-11-09
Pine Valley Investments Ltd Liability Co
INCREASED
Shares19,753 from 18,028
Change+1,725 (+10%)
Value$1.6M (+$94.5K)
Filed 2026-11-09
Thrive Capital Management, LLC
INCREASED
Shares19,705 from 18,007
Change+1,698 (+9%)
Value$1.6M (+$92.4K)
Filed 2026-10-28
Climber Capital SA
INCREASED
Shares19,576 from 19,210
Change+366 (+2%)
Value$1.5M (-$96.6K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares19,378 from 19,382
Change-4 (0%)
Value$1.6M (-$48.2K)
Filed 2026-10-20
Affiance Financial, LLC
DECREASED
Shares19,238 from 19,243
Change-5 (0%)
Value$1.6M (-$47.9K)
Filed 2026-10-15
M&T Bank Corp
DECREASED
Shares19,232 from 22,211
Change-2,979 (-13%)
Value$1.6M (-$294.6K)
Filed 2026-11-10
JSF Financial, LLC
NEW
Shares19,055
Change+19,055
Value$1.5M
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares19,023 from 25,515
Change-6,492 (-25%)
Value$1.5M (-$586.3K)
Filed 2026-10-22
Fairvoy Private Wealth, LLC
DECREASED
Shares18,939 from 20,168
Change-1,229 (-6%)
Value$1.5M (-$148.9K)
Filed 2026-10-19
Meitav Investment House LTD
DECREASED
Shares18,546 from 32,758
Change-14,212 (-43%)
Value$1.5M (-$1.2M)
Filed 2026-10-28
Fluent Financial, LLC
NEW
Shares18,472
Change+18,472
Value$1.5M
Filed 2026-10-13
Pilgrim Partners Asia Pte Ltd
NEW
Shares18,250
Change+18,250
Value$1.5M
Filed 2026-10-29
WestEnd Advisors, LLC
DECREASED
Shares18,206 from 26,712
Change-8,506 (-32%)
Value$1.5M (-$751.6K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
DECREASED
Shares18,109 from 18,629
Change-520 (-3%)
Value$1.5M (-$87.9K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
DECREASED
Shares18,090 from 18,155
Change-65 (0%)
Value$1.5M (-$50.1K)
Filed 2026-10-21
Magnolia Capital Management LTD
DECREASED
Shares17,995 from 22,375
Change-4,380 (-20%)
Value$1.5K (-$409)
Filed 2026-10-09
Verus Capital Partners, LLC
INCREASED
Shares17,845 from 17,382
Change+463 (+3%)
Value$1.4M (-$5.6K)
Filed 2026-11-03
Univest Financial Corp
DECREASED
Shares17,825 from 21,360
Change-3,535 (-17%)
Value$1.4M (-$337.7K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares17,103 from 16,573
Change+530 (+3%)
Value$1.4M (+$1.8K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares16,878 from 21,509
Change-4,631 (-22%)
Value$1.4M (-$426.4K)
Filed 2026-10-26
Chesapeake Wealth Management
DECREASED
Shares16,766 from 17,978
Change-1,212 (-7%)
Value$1.4M (-$142.1K)
Filed 2026-11-09
Ignite Planners, LLC
INCREASED
Shares16,618 from 16,517
Change+101 (+1%)
Value$1.2M (-$152.3K)
Filed 2026-10-14
Vise Technologies, Inc.
DECREASED
Shares16,556 from 17,739
Change-1,183 (-7%)
Value$1.3M (-$139.1K)
Filed 2026-10-29
Cushing Capital Partners, LLC
DECREASED
Shares16,489 from 18,130
Change-1,641 (-9%)
Value$1.3M (-$177.1K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares16,414 from 4,838
Change+11,576 (+239%)
Value$1.4M (+$1.0M)
Filed 2026-10-15
Boltwood Capital Management
INCREASED
Shares16,280 from 16,167
Change+113 (+1%)
Value$1.3M (-$30.8K)
Filed 2026-10-02
Simplicity Wealth,LLC
DECREASED
Shares16,279 from 26,198
Change-9,919 (-38%)
Value$1.3M (-$864.2K)
Filed 2026-10-23
Financial & Tax Architects, LLC
INCREASED
Shares16,216 from 14,882
Change+1,334 (+9%)
Value$1.3M (+$70.8K)
Filed 2026-10-15
Curat Global, LLC
DECREASED
Shares16,023 from 53,394
Change-37,371 (-70%)
Value$1.3M (-$2.9M)
Filed 2026-10-26
Summit Securities Group LLC
INCREASED
Shares15,983 from 11,026
Change+4,957 (+45%)
Value$1.3M (+$372.3K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares15,863 from 14,488
Change+1,375 (+9%)
Value$1.3M (+$75.0K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares15,839 from 11,559
Change+4,280 (+37%)
Value$1.3M (+$346.7K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares15,706 from 15,657
Change+49 (+0%)
Value$1.3M (-$34.7K)
Filed 2026-10-16
Providence First Trust Co
DECREASED
Shares15,657 from 19,018
Change-3,361 (-18%)
Value$1.3M (-$317.9K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares15,567 from 5,908
Change+9,659 (+163%)
Value$1.3M (+$763.9K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares15,556 from 15,325
Change+231 (+2%)
Value$1.3M (-$19.2K)
Filed 2026-11-02
MontVue Capital Management, Inc.
DECREASED
Shares15,525 from 16,079
Change-554 (-3%)
Value$1.3M (-$84.4K)
Filed 2026-10-19
Trust Co
INCREASED
Shares15,348 from 15,284
Change+64 (+0%)
Value$1.2M (-$32.6K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
DECREASED
Shares15,217 from 27,630
Change-12,413 (-45%)
Value$1.2M (-$1.1M)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares14,986 from 15,006
Change-20 (0%)
Value$1.2K (-$1.2M)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares14,927 from 14,323
Change+604 (+4%)
Value$1.2M (+$40.4K)
Filed 2026-10-09
Colony Family Offices, LLC
UNCHANGED
Shares14,866 from 14,866
Change0 (0%)
Value$1.2M (-$36.7K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares14,751 from 13,176
Change+1,575 (+12%)
Value$1.2M (+$94.4K)
Filed 2026-10-28
Miller Global Investments, LLC
NEW
Shares14,684
Change+14,684
Value$1.2M
Filed 2026-10-02
Vertex Investment Solutions Co., Ltd.
UNCHANGED
Shares14,600 from 14,600
Change0 (0%)
Value$1.2M (-$36.6K)
Filed 2026-10-19
Midwest Financial Group LLC
DECREASED
Shares14,590 from 14,845
Change-255 (-2%)
Value$1.2M (-$57.2K)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares14,558 from 11,827
Change+2,731 (+23%)
Value$1.2M (+$181.3K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares14,514 from 12,423
Change+2,091 (+17%)
Value$1.2M (+$137.8K)
Filed 2026-11-06
Cornerstone Capital, Inc.
DECREASED
Shares14,480 from 14,684
Change-204 (-1%)
Value$1.2M (-$52.7K)
Filed 2026-11-10
Diversify Wealth Management, LLC
INCREASED
Shares14,458 from 13,756
Change+702 (+5%)
Value$1.3M (+$79.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares14,458 from 13,756
Change+702 (+5%)
Value$1.3M (+$79.0K)
Filed 2026-10-20
Guilbault Capital LLC
DECREASED
Shares14,368 from 21,089
Change-6,721 (-32%)
Value$1.2M (-$593.8K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares14,355 from 15,212
Change-857 (-6%)
Value$1.2M (-$106.6K)
Filed 2026-10-23
Canton Hathaway, LLC
INCREASED
Shares14,222 from 13,505
Change+717 (+5%)
Value$1.1M (+$24.5K)
Filed 2026-10-23
Kellett Wealth Advisors, LLC
NEW
Shares14,180
Change+14,180
Value$1.1M
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares14,113 from 6,823
Change+7,290 (+107%)
Value$1.1M (+$570.7K)
Filed 2026-10-26
Camelot Technology Advisors, Inc.
INCREASED
Shares14,113 from 13,326
Change+787 (+6%)
Value$1.1M (+$30.5K)
Filed 2026-10-09
Bria Capital Group, LLC
INCREASED
Shares13,990 from 12,857
Change+1,133 (+9%)
Value$1.1M (+$59.6K)
Filed 2026-10-22
Bfsg, LLC
DECREASED
Shares13,887 from 13,894
Change-7 (0%)
Value$1.1M (-$34.9K)
Filed 2026-10-30
Objective Capital Management, LLC
INCREASED
Shares13,773 from 13,466
Change+307 (+2%)
Value$1.1M (-$8.5K)
Filed 2026-10-13
Banque Pictet & CIE SA
UNCHANGED
Shares13,610 from 13,610
Change0 (0%)
Value$1.1M (-$33.6K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares13,500 from 13,679
Change-179 (-1%)
Value$1.1M (-$48.2K)
Filed 2026-10-08
High Note Wealth, LLC
DECREASED
Shares13,396 from 14,156
Change-760 (-5%)
Value$1.1M (-$96.2K)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares13,373 from 15,407
Change-2,034 (-13%)
Value$1.1M (-$202.0K)
Filed 2026-11-05
Kanawha Capital Management LLC
UNCHANGED
Shares13,328 from 13,328
Change0 (0%)
Value$1.1M (-$32.9K)
Filed 2026-10-19
R2 Capital Strategies, LLC
INCREASED
Shares13,299 from 13,246
Change+53 (+0%)
Value$1.1M (-$28.4K)
Filed 2026-10-15
Alerus Financial NA
DECREASED
Shares13,210 from 20,774
Change-7,564 (-36%)
Value$1.1M (-$661.0K)
Filed 2026-11-09
Weaver Capital Management LLC
DECREASED
Shares13,205 from 14,901
Change-1,696 (-11%)
Value$1.1M (-$157.3K)
Filed 2026-10-15
Central Trust Co
DECREASED
Shares13,056 from 13,181
Change-125 (-1%)
Value$1.1M (-$42.6K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares12,883 from 14,629
Change-1,746 (-12%)
Value$1.0M (-$176.8K)
Filed 2026-11-03
Capital Investment Counsel, LLC
INCREASED
Shares12,827 from 11,992
Change+835 (+7%)
Value$1.0M (+$37.7K)
Filed 2026-10-14
Mechanics Bank Trust Department
DECREASED
Shares12,827 from 13,077
Change-250 (-2%)
Value$1.0M (-$52.5K)
Filed 2026-10-13
Wall Capital Group, Inc.
DECREASED
Shares12,768 from 16,471
Change-3,703 (-22%)
Value$1.0M (-$339.2K)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares12,735
Change+12,735
Value$1.0M
Filed 2026-10-19
Narus Financial Partners, LLC
INCREASED
Shares12,657 from 12,366
Change+291 (+2%)
Value$1.0M (-$7.1K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares12,600 from 6,300
Change+6,300 (+100%)
Value$1.0M (+$492.2K)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares12,556 from 12,651
Change-95 (-1%)
Value$1.0K (-$1.0M)
Filed 2026-11-02
Purus Wealth Management, LLC
DECREASED
Shares12,429 from 12,436
Change-7 (0%)
Value$1.0M (-$31.2K)
Filed 2026-10-15
Windsor Capital Management, LLC
DECREASED
Shares12,365 from 12,556
Change-191 (-2%)
Value$996.7K (-$46.4K)
Filed 2026-10-13
MV Capital Management, Inc.
DECREASED
Shares12,303 from 13,997
Change-1,694 (-12%)
Value$991.6K (-$171.1K)
Filed 2026-10-29
Dara Capital US, Inc.
UNCHANGED
Shares12,130 from 12,130
Change0 (0%)
Value$977.7K (-$30.0K)
Filed 2026-10-29
South Shore Capital Advisors
INCREASED
Shares12,123 from 11,155
Change+968 (+9%)
Value$977.1K (+$50.5K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares12,090 from 28,987
Change-16,897 (-58%)
Value$974.5K (-$1.4M)
Filed 2026-10-26
RDA Financial Network
DECREASED
Shares12,055 from 12,834
Change-779 (-6%)
Value$971.6K (-$94.5K)
Filed 2026-10-15
Waldron Private Wealth LLC
INCREASED
Shares12,053 from 3,494
Change+8,559 (+245%)
Value$971.5K (+$681.2K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
DECREASED
Shares11,991 from 13,309
Change-1,318 (-10%)
Value$1.0M (-$96.1K)
Filed 2026-10-19
Telos Capital Management, Inc.
INCREASED
Shares11,975 from 11,025
Change+950 (+9%)
Value$965.2K (+$49.3K)
Filed 2026-11-02
Savior LLC
INCREASED
Shares11,852 from 11,726
Change+126 (+1%)
Value$955.3K (-$18.8K)
Filed 2026-10-13
Silphium Asset Management Ltd
NEW
Shares11,700
Change+11,700
Value$943.0K
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares11,659 from 11,659
Change0 (0%)
Value$939.7K (-$28.8K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares11,658 from 11,676
Change-18 (0%)
Value$939.6K (-$30.3K)
Filed 2026-10-16
Personal CFO Solutions, LLC
INCREASED
Shares11,529 from 9,393
Change+2,136 (+23%)
Value$929.2K (+$149.0K)
Filed 2026-11-06
Blue Zone Wealth Advisors, LLC
INCREASED
Shares11,254 from 10,233
Change+1,021 (+10%)
Value$907.1K (+$57.0K)
Filed 2026-10-19
ARS Investment Partners, LLC
INCREASED
Shares11,212 from 10,899
Change+313 (+3%)
Value$903.7K (-$1.7K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares11,212 from 11,193
Change+19 (+0%)
Value$931.4K (+$1.6K)
Filed 2026-11-06
Gradient Capital Advisors, LLC
DECREASED
Shares11,137 from 11,377
Change-240 (-2%)
Value$897.6K (-$47.5K)
Filed 2026-10-21
Duncker Streett & Co Inc
INCREASED
Shares11,025 from 10,960
Change+65 (+1%)
Value$888.6K (-$21.8K)
Filed 2026-10-27
Welch Group, LLC
INCREASED
Shares10,920 from 6,280
Change+4,640 (+74%)
Value$880.2K (+$358.5K)
Filed 2026-10-29
Atlas Capital Advisors Inc.
DECREASED
Shares10,853 from 15,724
Change-4,871 (-31%)
Value$2.9M (+$1.6M)
Filed 2026-11-09
Moulton Wealth Management, Inc
INCREASED
Shares10,823 from 10,795
Change+28 (+0%)
Value$869.4K (-$28.0K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares10,709 from 13,552
Change-2,843 (-21%)
Value$863.1K (-$262.6K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares10,582 from 12,248
Change-1,666 (-14%)
Value$852.9K (-$164.5K)
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares10,320 from 10,435
Change-115 (-1%)
Value$831.8K (-$35.0K)
Filed 2026-10-26
Burford Brothers, Inc.
DECREASED
Shares10,223 from 10,766
Change-543 (-5%)
Value$824.0K (-$70.4K)
Filed 2026-10-21
Capital Management Associates, Inc
INCREASED
Shares10,157 from 9,645
Change+512 (+5%)
Value$818.7K (+$17.5K)
Filed 2026-10-20
Bokf, NA
DECREASED
Shares10,141 from 10,191
Change-50 (0%)
Value$817.4K (-$29.2K)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares10,110 from 10,522
Change-412 (-4%)
Value$814.9K (-$59.3K)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares10,038 from 10,035
Change+3 (+0%)
Value$809.1K (-$24.6K)
Filed 2026-10-30
Asset Allocation Strategies LLC
DECREASED
Shares10,032 from 11,453
Change-1,421 (-12%)
Value$808.6K (-$142.8K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares10,022 from 10,000
Change+22 (+0%)
Value$883.7K (+$13.1K)
Filed 2026-11-02
Kornitzer Capital Management Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$806.0K (-$24.7K)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
INCREASED
Shares9,950 from 9,919
Change+31 (+0%)
Value$801.9K (-$22.1K)
Filed 2026-10-13
Alterna Wealth Management, Inc
DECREASED
Shares9,856 from 11,835
Change-1,979 (-17%)
Value$794.4K (-$188.7K)
Filed 2026-10-27
Stronghold Wealth Management L.L.C.
DECREASED
Shares9,524 from 9,543
Change-19 (0%)
Value$767.6K (-$25.1K)
Filed 2026-10-16
Measured Risk Portfolios, Inc.
INCREASED
Shares9,446 from 9,031
Change+415 (+5%)
Value$761.4K (+$11.2K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares9,426 from 9,385
Change+41 (+0%)
Value$759.8K (-$19.8K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares9,240 from 8,727
Change+513 (+6%)
Value$744.7K (+$19.8K)
Filed 2026-10-16
Lowe Brockenbrough & Co Inc
DECREASED
Shares9,209 from 9,236
Change-27 (0%)
Value$742.2K (-$25.5K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares9,166
Change+9,166
Value$739.5K
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares9,158 from 9,118
Change+40 (+0%)
Value$735.7K (-$23.9K)
Filed 2026-10-16
Thoroughbred Financial Services, LLC
UNCHANGED
Shares9,061 from 9,061
Change0 (0%)
Value$730 (-$751.3K)
Filed 2026-11-09
Hengehold Capital Management LLC
INCREASED
Shares9,046 from 9,004
Change+42 (+0%)
Value$729.1K (-$18.9K)
Filed 2026-10-16
4Wealth Advisors, Inc.
INCREASED
Shares8,952 from 8,053
Change+899 (+11%)
Value$732.8K (+$53.3K)
Filed 2026-10-13
McGuire Investment Group, LLC
INCREASED
Shares8,840 from 8,760
Change+80 (+1%)
Value$712.5K (-$15.2K)
Filed 2026-10-23
GFS Advisors, LLC
INCREASED
Shares8,802 from 2,640
Change+6,162 (+233%)
Value$709.0K (+$196.6K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares8,723 from 9,698
Change-975 (-10%)
Value$703 (-$103)
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares8,707 from 6,354
Change+2,353 (+37%)
Value$701.8K (+$174.0K)
Filed 2026-11-05
Contravisory Investment Management, Inc.
INCREASED
Shares8,697 from 8,224
Change+473 (+6%)
Value$701.0K (+$17.8K)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares8,694 from 6,520
Change+2,174 (+33%)
Value$700.7K (+$159.1K)
Filed 2026-10-29
Great Valley Advisor Group, Inc.
INCREASED
Shares8,669 from 6,998
Change+1,671 (+24%)
Value$699.2K (+$117.9K)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares8,648 from 4,899
Change+3,749 (+77%)
Value$697.0K (+$290.0K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,641 from 8,067
Change+574 (+7%)
Value$696.4K (+$15.9K)
Filed 2026-10-13
Vestor Capital, LLC
INCREASED
Shares8,632 from 1,560
Change+7,072 (+453%)
Value$359 (+$216)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares8,534 from 8,553
Change-19 (0%)
Value$688 (-$710.3K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares8,518 from 7,000
Change+1,518 (+22%)
Value$686.5K (+$105.0K)
Filed 2026-11-05
Bricktown Capital, LLC
UNCHANGED
Shares8,508 from 8,508
Change0 (0%)
Value$685.7K (-$21.0K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares8,406 from 8,319
Change+87 (+1%)
Value$752.0K (+$60.6K)
Filed 2026-11-04
High Point Wealth Management, LLC
DECREASED
Shares8,403 from 8,655
Change-252 (-3%)
Value$677.3K (-$41.6K)
Filed 2026-11-05
Gallagher Capital Advisors, LLC
INCREASED
Shares8,386 from 8,331
Change+55 (+1%)
Value$675.9K (-$16.2K)
Filed 2026-10-09
Nuveen, LLC
INCREASED
Shares8,282 from 5,151
Change+3,131 (+61%)
Value$677.9K (+$250.0K)
Filed 2026-11-10
MKT Advisors LLC
INCREASED
Shares8,109 from 8,108
Change+1 (+0%)
Value$676.4K (-$11.6K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares7,927 from 8,045
Change-118 (-1%)
Value$638.9K (-$29.4K)
Filed 2026-11-03
Cullen Capital Management, LLC
DECREASED
Shares7,919 from 11,834
Change-3,915 (-33%)
Value$638.3K (-$344.8K)
Filed 2026-11-10
Nikulski Financial, Inc.
DECREASED
Shares7,873 from 10,733
Change-2,860 (-27%)
Value$634.6K (-$257.0K)
Filed 2026-11-06
Beacon Financial Advisory LLC
DECREASED
Shares7,837 from 7,970
Change-133 (-2%)
Value$631.7K (-$30.4K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares7,823 from 22,402
Change-14,579 (-65%)
Value$630.5K (-$1.2M)
Filed 2026-11-05
MSH Capital Advisors LLC
DECREASED
Shares7,813 from 7,868
Change-55 (-1%)
Value$629.7K (-$23.9K)
Filed 2026-11-03
Roble, Belko & Company, Inc
UNCHANGED
Shares7,775 from 7,775
Change0 (0%)
Value$627 (-$645.4K)
Filed 2026-11-09
PW Nova Financial Services LLC
DECREASED
Shares7,695 from 10,746
Change-3,051 (-28%)
Value$620.2K (-$272.5K)
Filed 2026-10-15
Narwhal Capital Management
UNCHANGED
Shares7,580 from 7,580
Change0 (0%)
Value$610.9K (-$18.7K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares7,543 from 7,685
Change-142 (-2%)
Value$608.0K (-$30.4K)
Filed 2026-10-20
Plimoth Trust Co LLC
DECREASED
Shares7,539 from 8,045
Change-506 (-6%)
Value$607.6K (-$60.7K)
Filed 2026-10-26
Bessemer Group Inc
DECREASED
Shares7,526 from 8,588
Change-1,062 (-12%)
Value$606 (-$712.4K)
Filed 2026-11-09
Wespac Advisors, LLC
NEW
Shares7,513
Change+7,513
Value$605.5K
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares7,490 from 7,684
Change-194 (-3%)
Value$603.7K (-$34.6K)
Filed 2026-11-04
Capital Square, LLC
INCREASED
Shares7,482 from 7,227
Change+255 (+4%)
Value$603.1K (-$4.9K)
Filed 2026-10-19
Crew Capital Management, Ltd
DECREASED
Shares7,473 from 28,025
Change-20,552 (-73%)
Value$602.4K (-$1.7M)
Filed 2026-10-28
NBT Bank, N.A.
DECREASED
Shares7,354 from 7,522
Change-168 (-2%)
Value$592.7K (-$32.1K)
Filed 2026-10-21
Acropolis Investment Management, LLC
UNCHANGED
Shares7,310 from 7,310
Change0 (0%)
Value$589.2K (-$18.1K)
Filed 2026-10-08
Eagle Strategies LLC
INCREASED
Shares7,284 from 7,256
Change+28 (+0%)
Value$587.1K (-$15.6K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED
Shares7,108 from 32,174
Change-25,066 (-78%)
Value$572.9K (-$2.1M)
Filed 2026-10-16
MMA Asset Management LLC
DECREASED
Shares7,076 from 7,200
Change-124 (-2%)
Value$570.3K (-$27.8K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares7,012 from 7,069
Change-57 (-1%)
Value$565.2K (-$22.0K)
Filed 2026-10-29
Vaughan David Investments LLC
DECREASED
Shares6,969 from 7,200
Change-231 (-3%)
Value$562 (-$597.4K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares6,962 from 4,154
Change+2,808 (+68%)
Value$561.1K (+$216.0K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares6,938 from 9,643
Change-2,705 (-28%)
Value$559.2K (-$241.8K)
Filed 2026-10-06
Wealthstar Advisors, LLC
INCREASED
Shares6,796 from 6,417
Change+379 (+6%)
Value$547.7K (+$14.6K)
Filed 2026-10-19
JBR Co Financial Management Inc
UNCHANGED
Shares6,760 from 6,760
Change0 (0%)
Value$563.1K (+$1.6K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares6,627 from 7,969
Change-1,342 (-17%)
Value$532.3K (-$131.4K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares6,620 from 6,622
Change-2 (0%)
Value$533.6K (-$16.5K)
Filed 2026-10-08
Chicago Trust Co NA
DECREASED
Shares6,619 from 8,264
Change-1,645 (-20%)
Value$533.5K (-$153.0K)
Filed 2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED
Shares6,565 from 6,658
Change-93 (-1%)
Value$532.1K (-$21.0K)
Filed 2026-10-09
Constitution Capital LLC
INCREASED
Shares6,485 from 6,185
Change+300 (+5%)
Value$522.7K (+$8.9K)
Filed 2026-10-23
KG Capital Management
INCREASED
Shares6,453 from 6,302
Change+151 (+2%)
Value$520.1K (-$3.5K)
Filed 2026-10-15
Point Windward Advisors Inc.
INCREASED
Shares6,452 from 6,342
Change+110 (+2%)
Value$520.0K (-$6.8K)
Filed 2026-11-06
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares6,389 from 6,780
Change-391 (-6%)
Value$515.0K (-$48.3K)
Filed 2026-11-02
Trust Point Inc.
UNCHANGED
Shares6,362 from 6,362
Change0 (0%)
Value$512.8K (-$15.7K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares6,353 from 7,112
Change-759 (-11%)
Value$512.0K (-$78.7K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
INCREASED
Shares6,335 from 6,287
Change+48 (+1%)
Value$510.6K (-$11.7K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares6,300 from 6,022
Change+278 (+5%)
Value$507.8K (+$7.6K)
Filed 2026-11-03
First Citizens Financial Corp
INCREASED
Shares6,271 from 5,913
Change+358 (+6%)
Value$505.4K (+$14.3K)
Filed 2026-10-02
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares6,252 from 6,499
Change-247 (-4%)
Value$503.9K (-$35.9K)
Filed 2026-10-29
Lodestone Wealth Management LLC
INCREASED
Shares6,235 from 5,440
Change+795 (+15%)
Value$502.5K (+$50.6K)
Filed 2026-10-14
Asset Management One Co., Ltd.
INCREASED
Shares6,212 from 5,691
Change+521 (+9%)
Value$500.7K (+$27.9K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares6,148 from 6,423
Change-275 (-4%)
Value$495.5K (-$38.1K)
Filed 2026-10-22
Lynx Investment Advisory
INCREASED
Shares6,141 from 6,107
Change+34 (+1%)
Value$494.9K (-$12.4K)
Filed 2026-10-27
Platform Technology Partners
DECREASED
Shares6,138 from 6,242
Change-104 (-2%)
Value$494.7K (-$23.8K)
Filed 2026-11-02
D.B. Root & Company, LLC
INCREASED
Shares6,107 from 5,297
Change+810 (+15%)
Value$492.2K (+$52.2K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares6,102 from 7,725
Change-1,623 (-21%)
Value$491.9K (-$149.8K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
INCREASED
Shares6,064 from 6,062
Change+2 (+0%)
Value$488.7K (-$14.8K)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares6,032 from 6,181
Change-149 (-2%)
Value$486.2K (-$27.3K)
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares5,997 from 5,984
Change+13 (+0%)
Value$483.4K (-$13.7K)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares5,920 from 6,225
Change-305 (-5%)
Value$477.1K (-$40.0K)
Filed 2026-10-28
Legacies Wealth LLC
UNCHANGED
Shares5,882 from 5,882
Change0 (0%)
Value$474.1K (-$14.5K)
Filed 2026-11-02
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares5,834 from 6,049
Change-215 (-4%)
Value$470.2K (-$32.2K)
Filed 2026-10-15
Allen Investment Management, LLC
UNCHANGED
Shares5,813 from 5,813
Change0 (0%)
Value$468.5K (-$14.4K)
Filed 2026-11-03
Argent Trust Co
DECREASED
Shares5,761 from 5,888
Change-127 (-2%)
Value$464.3K (-$24.8K)
Filed 2026-11-09
Vilga Financial Planning LLC
INCREASED
Shares5,683 from 5,341
Change+342 (+6%)
Value$458.1K (+$14.4K)
Filed 2026-10-09
Fjell Capital, LLC
DECREASED
Shares5,654 from 5,739
Change-85 (-1%)
Value$455.7K (-$21.0K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares5,497 from 6,187
Change-690 (-11%)
Value$443.0K (-$70.9K)
Filed 2026-10-13
Appleton Partners Inc
INCREASED
Shares5,415 from 4,855
Change+560 (+12%)
Value$436 (-$402.6K)
Filed 2026-10-30
Rockingstone Advisors LLC
DECREASED
Shares5,386 from 5,886
Change-500 (-8%)
Value$434.1K (-$54.8K)
Filed 2026-10-16
Roberts Wealth Advisors, LLC
DECREASED
Shares5,382 from 5,830
Change-448 (-8%)
Value$433.8K (-$50.5K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares5,274 from 5,263
Change+11 (+0%)
Value$425.1K (-$12.1K)
Filed 2026-10-19
Factory Mutual Insurance Co
DECREASED
Shares5,200 from 5,700
Change-500 (-9%)
Value$419.1K (-$54.4K)
Filed 2026-10-30
Cdkv Holdings LLC
INCREASED
Shares5,158 from 5,154
Change+4 (+0%)
Value$415.8K (-$12.4K)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares5,150 from 4,727
Change+423 (+9%)
Value$415.1K (+$22.5K)
Filed 2026-10-13
Soltis Investment Advisors LLC
DECREASED
Shares5,129 from 5,255
Change-126 (-2%)
Value$413.4K (-$23.1K)
Filed 2026-10-28
S&A Financial Services, Inc.
INCREASED
Shares5,079 from 5,046
Change+33 (+1%)
Value$409.3K (-$9.8K)
Filed 2026-11-03
LongView Wealth Management
INCREASED
Shares5,019 from 5,011
Change+8 (+0%)
Value$404.5K (-$11.7K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares4,952 from 5,609
Change-657 (-12%)
Value$399.2K (-$66.8K)
Filed 2026-11-05
Harrell Investment Partners, LLC
INCREASED
Shares4,938 from 4,920
Change+18 (+0%)
Value$398.0K (-$10.7K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED
Shares4,929 from 4,928
Change+1 (+0%)
Value$397.3K (-$12.1K)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares4,904 from 3,826
Change+1,078 (+28%)
Value$395.2K (+$77.4K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares4,901 from 2,658
Change+2,243 (+84%)
Value$395.1K (+$174.3K)
Filed 2026-10-22
Romano Brothers and Company
DECREASED
Shares4,900 from 5,100
Change-200 (-4%)
Value$394.9K (-$28.7K)
Filed 2026-10-22
SL Advisors, LLC
INCREASED
Shares4,864 from 4,862
Change+2 (+0%)
Value$392.1K (-$11.8K)
Filed 2026-10-13
Fortis Capital Advisors, LLC
NEW
Shares4,846
Change+4,846
Value$390.6K
Filed 2026-11-09
Asset Advisors Investment Management, LLC
DECREASED
Shares4,842 from 5,149
Change-307 (-6%)
Value$390.3K (-$37.4K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,735 from 4,721
Change+14 (+0%)
Value$381.6K (-$10.5K)
Filed 2026-10-27
Whitener Capital Management, Inc.
INCREASED
Shares4,708 from 4,623
Change+85 (+2%)
Value$379.5K (-$4.6K)
Filed 2026-10-15
Swmg, LLC
DECREASED
Shares4,695 from 4,750
Change-55 (-1%)
Value$422.5K (+$26.3K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares4,694 from 4,282
Change+412 (+10%)
Value$378.3K (+$22.6K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares4,664 from 7,008
Change-2,344 (-33%)
Value$375.9K (-$206.2K)
Filed 2026-10-21
Mlp3, LLC
INCREASED
Shares4,658 from 4,652
Change+6 (+0%)
Value$375.5K (-$11.0K)
Filed 2026-10-22
Miramontes Capital, LLC
INCREASED
Shares4,657 from 4,094
Change+563 (+14%)
Value$375.4K (+$35.3K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
DECREASED
Shares4,650 from 6,660
Change-2,010 (-30%)
Value$374.8K (-$178.5K)
Filed 2026-10-16
Israel Discount Bank of New York
DECREASED
Shares4,641 from 4,821
Change-180 (-4%)
Value$374.1K (-$26.4K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
DECREASED
Shares4,637 from 5,227
Change-590 (-11%)
Value$373.7K (-$60.5K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,630 from 4,784
Change-154 (-3%)
Value$373.2K (-$24.2K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares4,621 from 4,671
Change-50 (-1%)
Value$372.5K (-$15.6K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares4,605 from 8,927
Change-4,322 (-48%)
Value$371.2K (-$370.4K)
Filed 2026-10-05
Mission Wealth Management, LP
DECREASED
Shares4,595 from 5,266
Change-671 (-13%)
Value$370.4K (-$67.1K)
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares4,593 from 4,826
Change-233 (-5%)
Value$370.2K (-$30.7K)
Filed 2026-10-22
Plan Group Financial, LLC
INCREASED
Shares4,589 from 3,589
Change+1,000 (+28%)
Value$402.7K (+$104.6K)
Filed 2026-10-22
Hopwood Financial Services, Inc.
INCREASED
Shares4,579 from 4,482
Change+97 (+2%)
Value$369.1K (-$3.2K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares4,578 from 5,903
Change-1,325 (-22%)
Value$369.0K (-$121.4K)
Filed 2026-10-26
Trust Co of Oklahoma
DECREASED
Shares4,575 from 4,700
Change-125 (-3%)
Value$368.7K (-$21.7K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
UNCHANGED
Shares4,564 from 4,564
Change0 (0%)
Value$367.9K (-$11.3K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares4,546 from 4,781
Change-235 (-5%)
Value$366.4K (-$30.7K)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares4,520 from 4,475
Change+45 (+1%)
Value$364.3K (-$7.4K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares4,503 from 4,258
Change+245 (+6%)
Value$363.0K (+$9.2K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares4,472 from 4,087
Change+385 (+9%)
Value$360.5K (+$21.0K)
Filed 2026-11-03
First Nebraska Trust Co
UNCHANGED
Shares4,459 from 4,459
Change0 (0%)
Value$359.4K (-$11.0K)
Filed 2026-10-30
St. Johns Investment Management Company, LLC
INCREASED
Shares4,441 from 3,920
Change+521 (+13%)
Value$357.9K (+$32.3K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares4,404 from 4,346
Change+58 (+1%)
Value$354.9K (-$6.1K)
Filed 2026-10-28
Grantvest Financial Group LLC
INCREASED
Shares4,389 from 4,283
Change+106 (+2%)
Value$353.7K (-$2.1K)
Filed 2026-10-21
Klingman & Associates, LLC
DECREASED
Shares4,351 from 4,580
Change-229 (-5%)
Value$350.7K (-$29.8K)
Filed 2026-10-20
Ring Mountain Capital, LLC
DECREASED
Shares4,348 from 4,757
Change-409 (-9%)
Value$350.4K (-$44.7K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares4,343 from 4,342
Change+1 (+0%)
Value$350.0K (-$10.6K)
Filed 2026-10-15
Orser Capital Management, LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$470.2K (-$36.5K)
Filed 2026-10-13
Karnit Road Accident Victims Compensation Fund
NEW
Shares4,300
Change+4,300
Value$346.6K
Filed 2026-11-04
Cornerstone National Bank & Trust Co
INCREASED
Shares4,183 from 3,657
Change+526 (+14%)
Value$336.0K (+$31.4K)
Filed 2026-10-20
Ameraudi Asset Management, Inc.
DECREASED
Shares4,128 from 4,838
Change-710 (-15%)
Value$332.7K (-$69.2K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares4,110 from 4,083
Change+27 (+1%)
Value$331.2K (-$7.9K)
Filed 2026-10-09
M.E. Allison & Co., Inc.
INCREASED
Shares4,082 from 4,081
Change+1 (+0%)
Value$329.0K (-$10.0K)
Filed 2026-10-09
Peoples Bank
UNCHANGED
Shares4,046 from 4,046
Change0 (0%)
Value$326.1K (-$10.0K)
Filed 2026-10-09
Csenge Advisory Group
DECREASED
Shares4,008 from 4,434
Change-426 (-10%)
Value$323.0K (-$45.3K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$322.4K (-$9.9K)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares3,956 from 4,405
Change-449 (-10%)
Value$318.9K (-$47.1K)
Filed 2026-10-28
Lynch & Associates
DECREASED
Shares3,950 from 3,982
Change-32 (-1%)
Value$318.4K (-$12.4K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares3,928 from 4,251
Change-323 (-8%)
Value$316.6K (-$36.5K)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares3,893 from 3,378
Change+515 (+15%)
Value$313.8K (+$33.2K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares3,891 from 3,881
Change+10 (+0%)
Value$313.6K (-$8.8K)
Filed 2026-10-08
Simon Quick Advisors, LLC
INCREASED
Shares3,842 from 3,743
Change+99 (+3%)
Value$309.7K (-$1.3K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares3,840 from 3,838
Change+2 (+0%)
Value$314.1K (-$4.7K)
Filed 2026-10-21
HT Partners LLC
UNCHANGED
Shares3,824 from 3,824
Change0 (0%)
Value$308.2K (-$9.4K)
Filed 2026-10-20
MBE Wealth Management, LLC
INCREASED
Shares3,823 from 3,682
Change+141 (+4%)
Value$308.1K (+$2.3K)
Filed 2026-10-26
Wealth Effects LLC
DECREASED
Shares3,822 from 3,942
Change-120 (-3%)
Value$308.0K (-$19.4K)
Filed 2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares3,749 from 3,913
Change-164 (-4%)
Value$302.2K (-$22.9K)
Filed 2026-11-03
Smith Salley Wealth Management
UNCHANGED
Shares3,743 from 3,743
Change0 (0%)
Value$301.7K (-$9.2K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares3,738 from 3,852
Change-114 (-3%)
Value$301.3K (-$18.7K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
INCREASED
Shares3,723 from 3,689
Change+34 (+1%)
Value$304.5K (-$2.8K)
Filed 2026-10-09
Pettinga Financial Advisors LLC
DECREASED
Shares3,675 from 8,270
Change-4,595 (-56%)
Value$296.2K (-$390.8K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares3,652 from 4,832
Change-1,180 (-24%)
Value$294.4K (-$107.0K)
Filed 2026-10-28
JB Capital LLC
DECREASED
Shares3,620 from 3,720
Change-100 (-3%)
Value$291.7K (-$17.3K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
DECREASED
Shares3,608 from 19,263
Change-15,655 (-81%)
Value$290.7K (-$1.3M)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares3,594 from 3,600
Change-6 (0%)
Value$289.7K (-$9.4K)
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares3,572 from 3,570
Change+2 (+0%)
Value$287.9K (-$8.6K)
Filed 2026-10-30
Tucker Asset Management LLC
INCREASED
Shares3,508 from 3,476
Change+32 (+1%)
Value$282.8K (-$6.0K)
Filed 2026-10-29
Coldstream Capital Management Inc
DECREASED
Shares3,503 from 3,530
Change-27 (-1%)
Value$282.3K (-$10.9K)
Filed 2026-11-09
Guyasuta Investment Advisors Inc
INCREASED
Shares3,500 from 3,467
Change+33 (+1%)
Value$282.1K (-$6.0K)
Filed 2026-10-15
Ipsen Advisor Group LLC
INCREASED
Shares3,478 from 3,457
Change+21 (+1%)
Value$280.4K (-$6.8K)
Filed 2026-10-29
Warner Financial, Inc
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$275.1K (-$8.4K)
Filed 2026-11-06
Leuthold Group, LLC
NEW
Shares3,404
Change+3,404
Value$274.4K
Filed 2026-11-04
Confluence Wealth Services, Inc.
UNCHANGED
Shares3,396 from 3,396
Change0 (0%)
Value$273.7K (-$8.4K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,391 from 3,501
Change-110 (-3%)
Value$273.3K (-$17.5K)
Filed 2026-10-23
University of Texas S AM Investment Management Co
DECREASED
Shares3,378 from 3,462
Change-84 (-2%)
Value$272.3K (-$15.3K)
Filed 2026-11-03
Novem Group
INCREASED
Shares3,375 from 3,107
Change+268 (+9%)
Value$272.1K (+$13.9K)
Filed 2026-10-19
Bridges Investment Management Inc
NEW
Shares3,367
Change+3,367
Value$271.4K
Filed 2026-11-10
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares3,359 from 3,359
Change0 (0%)
Value$270.7K (-$8.3K)
Filed 2026-10-30
Flaharty Asset Management, LLC
DECREASED
Shares3,355 from 3,599
Change-244 (-7%)
Value$270.2K (-$35.7K)
Filed 2026-11-02
VCI Wealth Management LLC
DECREASED
Shares3,349 from 5,669
Change-2,320 (-41%)
Value$269.9K (-$201.0K)
Filed 2026-10-29
Gallacher Capital Management LLC
DECREASED
Shares3,322 from 4,764
Change-1,442 (-30%)
Value$267.7K (-$128.0K)
Filed 2026-10-30
Fourpath Capital Management, LLC
INCREASED
Shares3,320 from 3,129
Change+191 (+6%)
Value$267.6K (+$7.7K)
Filed 2026-10-19
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,313 from 2,849
Change+464 (+16%)
Value$267.0K (+$30.4K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares3,291 from 3,034
Change+257 (+8%)
Value$265.3K (+$13.2K)
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
DECREASED
Shares3,282 from 4,173
Change-891 (-21%)
Value$264.5K (-$82.2K)
Filed 2026-11-04
Montecito Bank & Trust
INCREASED
Shares3,265 from 3,175
Change+90 (+3%)
Value$263.2K (-$588)
Filed 2026-10-01
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,262 from 3,241
Change+21 (+1%)
Value$262.9K (-$6.3K)
Filed 2026-10-19
Obsidian CIO, LLC
DECREASED
Shares3,220 from 3,229
Change-9 (0%)
Value$259.6K (-$8.6K)
Filed 2026-11-05
Mainstream Capital Management LLC
UNCHANGED
Shares3,213 from 3,213
Change0 (0%)
Value$259.0K (-$7.9K)
Filed 2026-10-23
One Day In July LLC
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$255.9K (-$7.8K)
Filed 2026-10-30
Strategic Blueprint, LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$255.5K (-$7.8K)
Filed 2026-10-22
AUA Capital Management, LLC
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$255.4K (-$7.8K)
Filed 2026-10-15
Argyle Capital Partners, LLC
INCREASED
Shares3,165 from 3,150
Change+15 (+0%)
Value$255.1K (-$6.6K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
NEW
Shares3,147
Change+3,147
Value$253.6K
Filed 2026-10-13
Institute for Wealth Management, Llc.
INCREASED
Shares3,147 from 2,841
Change+306 (+11%)
Value$253.6K (+$17.6K)
Filed 2026-11-06
Straight Path Wealth Management
INCREASED
Shares3,121 from 2,980
Change+141 (+5%)
Value$251.6K (+$4.1K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
INCREASED
Shares3,118 from 3,116
Change+2 (+0%)
Value$251 (-$258.7K)
Filed 2026-10-20
Sava Infond d.o.o.
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$249.5K (-$7.6K)
Filed 2026-10-28
Auour Investments LLC
DECREASED
Shares3,091 from 3,365
Change-274 (-8%)
Value$249.1K (-$30.4K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$249.1K (-$7.6K)
Filed 2026-10-28
Thompson Davis & Co., Inc.
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$249.1K (-$7.6K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
INCREASED
Shares3,079 from 3,074
Change+5 (+0%)
Value$248.2K (-$7.1K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares3,046 from 2,975
Change+71 (+2%)
Value$245.5K (-$1.6K)
Filed 2026-10-20
Strive Financial Group,LLC
DECREASED
Shares3,040 from 4,362
Change-1,322 (-30%)
Value$245.0K (-$117.3K)
Filed 2026-11-09
SeaCrest Wealth Management, LLC
DECREASED
Shares3,022 from 3,126
Change-104 (-3%)
Value$243.5K (-$16.1K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
DECREASED
Shares3,006 from 3,087
Change-81 (-3%)
Value$242.2K (-$14.2K)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares3,002
Change+3,002
Value$241.9K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,002 from 2,989
Change+13 (+0%)
Value$241.9K (-$6.4K)
Filed 2026-10-14
Clear Retirement Advice LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$241.8K (-$7.4K)
Filed 2026-10-22
Private Management Group Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$241.8K (-$7.4K)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares2,989 from 2,929
Change+60 (+2%)
Value$249.3K (+$6.0K)
Filed 2026-10-09
Hardy Reed LLC
UNCHANGED
Shares2,956 from 2,956
Change0 (0%)
Value$238.3K (-$7.3K)
Filed 2026-11-06
Saxony Capital Management, LLC
INCREASED
Shares2,953 from 2,865
Change+88 (+3%)
Value$238.0K (+$9)
Filed 2026-10-15
Great Lakes Advisors, LLC
NEW
Shares2,947
Change+2,947
Value$237.6K
Filed 2026-11-06
Maltin Wealth Management, Inc.
INCREASED
Shares2,947 from 2,932
Change+15 (+1%)
Value$237.5K (-$6.1K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,933 from 3,058
Change-125 (-4%)
Value$236.3K (-$17.7K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares2,929 from 2,752
Change+177 (+6%)
Value$236.0K (+$7.5K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
UNCHANGED
Shares2,926 from 2,926
Change0 (0%)
Value$265.8K (+$16.9K)
Filed 2026-11-05
LexAurum Advisors, LLC
NEW
Shares2,922
Change+2,922
Value$235.5K
Filed 2026-10-19
Family Investment Center, Inc.
DECREASED
Shares2,887 from 3,167
Change-280 (-9%)
Value$232.7K (-$30.4K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,862 from 2,862
Change0 (0%)
Value$230.7K (-$7.1K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares2,848 from 5,062
Change-2,214 (-44%)
Value$251.3K (-$169.9K)
Filed 2026-10-27
Titleist Asset Management, LLC
NEW
Shares2,845
Change+2,845
Value$229.3K
Filed 2026-10-08
Arrow Financial Corp
UNCHANGED
Shares2,836 from 2,836
Change0 (0%)
Value$228.6K (-$7.0K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
INCREASED
Shares2,797 from 362
Change+2,435 (+673%)
Value$225.4K (+$195.4K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares2,778 from 2,761
Change+17 (+1%)
Value$231.7K (+$2.0K)
Filed 2026-10-13
USA Financial Formulas
NEW
Shares2,771
Change+2,771
Value$223.3K
Filed 2026-10-16
Seamount Financial Group Inc
DECREASED
Shares2,766 from 2,991
Change-225 (-8%)
Value$222.9K (-$25.5K)
Filed 2026-10-21
Legacy Private Trust Co.
UNCHANGED
Shares2,761 from 2,761
Change0 (0%)
Value$222.5K (-$6.8K)
Filed 2026-10-06
Blue Trust, Inc.
INCREASED
Shares2,752 from 1,987
Change+765 (+39%)
Value$221.8K (+$56.7K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$220.4K (-$6.8K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
NEW
Shares2,726
Change+2,726
Value$219.7K
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares2,721 from 2,720
Change+1 (+0%)
Value$219.3K (-$6.7K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$218.2K (-$6.7K)
Filed 2026-11-04
Lyell Wealth Management, LP
DECREASED
Shares2,702 from 2,852
Change-150 (-5%)
Value$217.8K (-$19.1K)
Filed 2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares2,698 from 2,698
Change0 (0%)
Value$217.5K (-$6.7K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$216.6K (-$6.6K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares2,686 from 3,082
Change-396 (-13%)
Value$216.5K (-$39.5K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares2,656 from 5,092
Change-2,436 (-48%)
Value$214.1K (-$208.9K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
INCREASED
Shares2,631 from 2,624
Change+7 (+0%)
Value$212.1K (-$5.9K)
Filed 2026-10-20
Howland Capital Management LLC
NEW
Shares2,625
Change+2,625
Value$211.6K
Filed 2026-10-22
Kagan Cocozza Asset Management
INCREASED
Shares2,624 from 2,592
Change+32 (+1%)
Value$211.5K (-$3.8K)
Filed 2026-10-19
Victory Financial Group, LLC
NEW
Shares2,621
Change+2,621
Value$211.3K
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED
Shares2,609 from 2,610
Change-1 (0%)
Value$210.3K (-$6.5K)
Filed 2026-11-02
Laraway Financial Advisors Inc
INCREASED
Shares2,599 from 2,445
Change+154 (+6%)
Value$209.5K (+$6.4K)
Filed 2026-11-09
Gateway Investment Advisers LLC
NEW
Shares2,592
Change+2,592
Value$208.9K
Filed 2026-10-13
Lpwm LLC
UNCHANGED
Shares2,548 from 2,548
Change0 (0%)
Value$205.4K (-$6.3K)
Filed 2026-10-20
Rede Wealth, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$205.2K (-$6.3K)
Filed 2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW
Shares2,520
Change+2,520
Value$202.4K
Filed 2026-10-15
Econ Financial Services Corp
DECREASED
Shares2,506 from 36,101
Change-33,595 (-93%)
Value$202.0K (-$2.8M)
Filed 2026-10-19
Friday Financial
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$200.8K (-$11.3K)
Filed 2026-10-09
Mizuho Markets Americas LLC
NEW
Shares2,489
Change+2,489
Value$200.6K
Filed 2026-11-09
Bulwark Capital Corp
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$199.2K (-$6.1K)
Filed 2026-10-13
Encompass More Asset Management
DECREASED
Shares2,414 from 3,769
Change-1,355 (-36%)
Value$194.5K (-$118.6K)
Filed 2026-10-16
Roman Butler Fullerton & Co
NEW
Shares2,402
Change+2,402
Value$209.5K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares2,397 from 1,973
Change+424 (+21%)
Value$193.2K (+$29.3K)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$186.2K (-$5.7K)
Filed 2026-11-06
Nvwm, LLC
DECREASED
Shares2,267 from 2,270
Change-3 (0%)
Value$182.7K (-$5.8K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares2,258
Change+2,258
Value$182.0K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares2,223
Change+2,223
Value$179.2K
Filed 2026-11-04
IAG Wealth Partners, LLC
INCREASED
Shares2,217 from 1,607
Change+610 (+38%)
Value$178.7K (+$45.2K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$176.7K (-$5.4K)
Filed 2026-10-27
Bullock Wealth Management Group
DECREASED
Shares2,084 from 2,103
Change-19 (-1%)
Value$167.4K (-$7.7K)
Filed 2026-10-09
Geneos Wealth Management Inc.
DECREASED
Shares2,053 from 3,237
Change-1,184 (-37%)
Value$165.4K (-$103.4K)
Filed 2026-11-09
Y.D. More Investments Ltd
DECREASED
Shares1,890 from 2,990
Change-1,100 (-37%)
Value$151.8K (-$95.7K)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares1,878 from 1,901
Change-23 (-1%)
Value$151.4K (-$6.5K)
Filed 2026-10-14
Angeles Wealth Management, LLC
INCREASED
Shares1,867 from 1,801
Change+66 (+4%)
Value$150.5K (+$871)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$149.4K (-$4.6K)
Filed 2026-10-15
EPG Wealth Management LLC
INCREASED
Shares1,770 from 1,763
Change+7 (+0%)
Value$142.7K (-$3.8K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares1,764 from 1,764
Change0 (0%)
Value$142.1K (-$4.4K)
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$139.8K (-$4.3K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares1,733 from 1,757
Change-24 (-1%)
Value$140 (-$145.9K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares1,728 from 328
Change+1,400 (+427%)
Value$139.3K (+$112.0K)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$133.5K (-$4.1K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$131.8K (-$4.0K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares1,604 from 1,608
Change-4 (0%)
Value$129.3K (-$4.3K)
Filed 2026-11-04
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$136 (-$132.9K)
Filed 2026-11-09
Montag A & Associates Inc
DECREASED
Shares1,583 from 1,603
Change-20 (-1%)
Value$127.6K (-$5.6K)
Filed 2026-10-29
SouthState Bank Corp
DECREASED
Shares1,571 from 1,685
Change-114 (-7%)
Value$126.6K (-$13.4K)
Filed 2026-11-09
Russell Investments Group, Ltd.
INCREASED
Shares1,516 from 1,474
Change+42 (+3%)
Value$122.2K (-$231)
Filed 2026-11-06
Financial Management Professionals, Inc.
INCREASED
Shares1,463 from 392
Change+1,071 (+273%)
Value$117.9K (+$85.3K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$112.8K (-$3.5K)
Filed 2026-10-22
Caldwell Sutter Capital, Inc.
INCREASED
Shares1,360 from 1,283
Change+77 (+6%)
Value$109.6K (+$3.0K)
Filed 2026-11-09
TD Private Client Wealth LLC
INCREASED
Shares1,346 from 889
Change+457 (+51%)
Value$108.5K (+$34.6K)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$108.2K (-$3.3K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares1,338 from 1,300
Change+38 (+3%)
Value$107.9K (-$125)
Filed 2026-10-26
Byrne Asset Management LLC
DECREASED
Shares1,329 from 1,334
Change-5 (0%)
Value$106.8K (-$4.1K)
Filed 2026-10-06
First United Bank & Trust
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$106.2K (-$3.3K)
Filed 2026-10-22
UMB Bank, n.a.
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$99.9K (-$3.1K)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$97.3K (-$3.0K)
Filed 2026-10-15
Capital Investment Counsel, Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$96.7K (-$3.0K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares1,193 from 1,171
Change+22 (+2%)
Value$96.1K (-$1.2K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$90.7K (-$2.8K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,069 from 1,069
Change0 (0%)
Value$86.2K (-$2.6K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares1,048
Change+1,048
Value$84.5K
Filed 2026-10-21
Creative Capital Management Investments LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$81.7K (-$2.5K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,007 from 1,107
Change-100 (-9%)
Value$81.2K (-$10.8K)
Filed 2026-10-05
Advanced Asset Management Advisors Inc
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$77.7K (-$2.4K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$76.6K (-$2.3K)
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$76.5K (-$2.3K)
Filed 2026-11-06
Country Trust Bank
DECREASED
Shares946 from 1,197
Change-251 (-21%)
Value$76.2K (-$23.2K)
Filed 2026-10-30
Finley Financial, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$75.9K (-$2.6K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares944 from 46
Change+898 (+1952%)
Value$76.1K (+$72.3K)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
NEW
Shares918
Change+918
Value$74.0K
Filed 2026-11-05
Realta Investment Advisors
INCREASED
Shares907 from 651
Change+256 (+39%)
Value$73.1K (+$19.1K)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$72.5K (-$2.2K)
Filed 2026-10-15
Sherman Asset Management, Inc.
DECREASED
Shares893 from 6,904
Change-6,011 (-87%)
Value$72.0K (-$501.5K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$71.9K (-$2.2K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED
Shares881 from 880
Change+1 (+0%)
Value$71.0K (-$2.1K)
Filed 2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares879 from 814
Change+65 (+8%)
Value$70.8K (+$3.2K)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares854
Change+854
Value$68.8K
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares854 from 907
Change-53 (-6%)
Value$68.8K (-$6.5K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED
Shares850 from 610
Change+240 (+39%)
Value$68.5K (+$17.8K)
Filed 2026-10-19
PlanVest Financial, Inc
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$66.1K (-$2.0K)
Filed 2026-11-09
Highland Investment Advisors LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$65.0K (-$2.0K)
Filed 2026-11-09
Clayton Financial Group LLC
NEW
Shares789
Change+789
Value$63.6K
Filed 2026-10-13
Paladin Advisory Group, LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$63.2K (-$1.9K)
Filed 2026-11-09
Bank of New Hampshire
DECREASED
Shares775 from 1,375
Change-600 (-44%)
Value$62.5K (-$51.8K)
Filed 2026-10-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$62.0K (-$1.9K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares768 from 818
Change-50 (-6%)
Value$62 (-$30.0K)
Filed 2026-11-04
Oakworth Capital, Inc.
DECREASED
Shares744 from 755
Change-11 (-1%)
Value$60.0K (-$2.8K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares737 from 1,029
Change-292 (-28%)
Value$59.4K (-$26.1K)
Filed 2026-10-30
Valley Wealth Managers, Inc.
INCREASED
Shares707 from 337
Change+370 (+110%)
Value$57.0K (+$29.0K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares700 from 596
Change+104 (+17%)
Value$56.4K (+$6.9K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$55.6K (-$1.7K)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$55.6K (-$1.7K)
Filed 2026-10-20
WPG Advisers, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$54.4K (-$1.7K)
Filed 2026-10-27
Adirondack Trust Co
INCREASED
Shares656 from 515
Change+141 (+27%)
Value$52.9K (+$10.1K)
Filed 2026-10-14
Axiom Investment Management LLC
DECREASED
Shares649 from 19,689
Change-19,040 (-97%)
Value$52.3K (-$1.6M)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$52.2K (-$1.6K)
Filed 2026-10-22
Godfrey Financial Associates, Inc.
DECREASED
Shares636 from 649
Change-13 (-2%)
Value$51.2K (-$2.7K)
Filed 2026-11-10
Tower View Wealth Management LLC
INCREASED
Shares574 from 571
Change+3 (+1%)
Value$46.3K (-$1.1K)
Filed 2026-10-23
Financial Consulate, Inc
DECREASED
Shares562 from 607
Change-45 (-7%)
Value$45.3K (-$5.1K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$44.7K (-$1.4K)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$43.9K (-$1.3K)
Filed 2026-10-23
Armor Investment Advisors, LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$41.3K (-$1.3K)
Filed 2026-10-27
Pittenger & Anderson Inc
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$38.7K (-$1.2K)
Filed 2026-11-02
Davis Capital Management
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$37.9K (-$1.2K)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares467 from 466
Change+1 (+0%)
Value$37.6K (-$1.1K)
Filed 2026-11-04
StrongBox Wealth, LLC
INCREASED
Shares460 from 457
Change+3 (+1%)
Value$37.2K (-$889)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$36.8K (-$1.1K)
Filed 2026-10-09
Founders Financial Alliance, LLC
DECREASED
Shares438 from 730
Change-292 (-40%)
Value$35.3K (-$25.3K)
Filed 2026-11-10
United Community Bank
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$33.9K (-$1.0K)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$33.4K (-$1.0K)
Filed 2026-10-23
Piscataqua Savings Bank
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$32.6K (-$995)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares403 from 401
Change+2 (+1%)
Value$32.5K (-$778)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares398 from 289
Change+109 (+38%)
Value$32.1K (+$8.1K)
Filed 2026-10-08
Pacific Center for Financial Services
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$32.1K (-$983)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$31.6K (-$968)
Filed 2026-11-02
Coston, McIsaac & Partners
INCREASED
Shares375 from 373
Change+2 (+1%)
Value$30.3K (-$732)
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$28.4K (-$870)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$28.3K (-$867)
Filed 2026-11-03
Madden Securities Corp
NEW
Shares350
Change+350
Value$28.2K
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$27.7K (-$1.6K)
Filed 2026-10-09
Biltmore Family Office, LLC
INCREASED
Shares342 from 320
Change+22 (+7%)
Value$27.6K (+$983)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$27.2K (-$835)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$26.6K (-$815)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
NEW
Shares326
Change+326
Value$26.3K
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$26.2K (-$803)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares321
Change+321
Value$25.9K
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$24.6K (-$753)
Filed 2026-11-03
Rice Partnership, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$24.3K (-$746)
Filed 2026-11-09
Global Trust Asset Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$24.2K (-$741)
Filed 2026-10-19
Strengthening Families & Communities, LLC
INCREASED
Shares294 from 292
Change+2 (+1%)
Value$23.7K (-$567)
Filed 2026-10-21
BankChampaign, National Association
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$23.2K (-$711)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares277 from 173
Change+104 (+60%)
Value$22.3K (+$7.9K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares272
Change+272
Value$21.9K
Filed 2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$21.7K (-$664)
Filed 2026-10-23
DT Investment Partners, LLC
NEW
Shares261
Change+261
Value$21.0K
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares260
Change+260
Value$21.0K
Filed 2026-10-27
Monetary Solutions, Ltd
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$20.8K (-$637)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares250 from 1,383
Change-1,133 (-82%)
Value$20.2K (-$94.7K)
Filed 2026-10-14
Community Financial Services Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$20.1K (-$742)
Filed 2026-10-15
Next Level Wealth Planning, LLC
NEW
Shares237
Change+237
Value$19.1K
Filed 2026-10-29
Blueline Advisors LLC
DECREASED
Shares237 from 325
Change-88 (-27%)
Value$19.1K (-$7.9K)
Filed 2026-10-15
N.E.W. Advisory Services LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$18.9K (-$520)
Filed 2026-11-09
Cardiff Park Advisors, LLC
INCREASED
Shares230 from 55
Change+175 (+318%)
Value$18.5K (+$14.0K)
Filed 2026-11-09
Sage Mountain Advisors LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$18.0K (-$551)
Filed 2026-11-02
Pathway Financial Advisers, LLC
NEW
Shares218
Change+218
Value$17.5K
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$17.6K (-$539)
Filed 2026-11-04
Hantz Financial Services, Inc.
INCREASED
Shares217 from 203
Change+14 (+7%)
Value$17 (-$17.0K)
Filed 2026-11-09
Peoples Financial Services Corp.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$17.4K (-$531)
Filed 2026-10-20
Mondrian Investment Partners LTD
NEW
Shares209
Change+209
Value$18.2K
Filed 2026-10-23
Southern Michigan Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.1K (-$494)
Filed 2026-10-19
Advantage Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.1K (-$494)
Filed 2026-10-19
Register Financial Advisors LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$15.7K (-$482)
Filed 2026-10-23
Friedenthal Financial
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$15.6K (-$479)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
NEW
Shares180
Change+180
Value$14.5K
Filed 2026-10-23
POM Investment Strategies, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$14.5K (-$445)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$14.1K (-$432)
Filed 2026-10-02
Rakuten Securities, Inc.
INCREASED
Shares160 from 40
Change+120 (+300%)
Value$12.9K (+$9.6K)
Filed 2026-11-02
Vision Financial Markets LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$12.7K (-$447)
Filed 2026-10-22
Polaris Financial Partners
NEW
Shares155
Change+155
Value$13
Filed 2026-10-02
Rachor Investment Advisory Services, LLC
NEW
Shares153
Change+153
Value$12.3K
Filed 2026-10-29
Eastern Bank
DECREASED
Shares150 from 301
Change-151 (-50%)
Value$12.1K (-$12.9K)
Filed 2026-10-05
Cape Investment Advisory, Inc.
DECREASED
Shares144 from 159
Change-15 (-9%)
Value$11.6K (-$1.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
NEW
Shares135
Change+135
Value$10.9K
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares133
Change+133
Value$10.7K
Filed 2026-10-09
First Premier Bank
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$11 ($0)
Filed 2026-10-13
Old Second National Bank of Aurora
DECREASED
Shares124 from 196
Change-72 (-37%)
Value$10.0K (-$6.3K)
Filed 2026-10-22
Sankala Group LLC
INCREASED
Shares124 from 68
Change+56 (+82%)
Value$10.0K (+$4.2K)
Filed 2026-11-09
Rydar Equities, Inc.
NEW
Shares115
Change+115
Value$9.4K
Filed 2026-10-13
Townsend Asset Management Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$8.5K (-$205)
Filed 2026-10-29
Livelsberger Financial Advisory
NEW
Shares100
Change+100
Value$8.1K
Filed 2026-10-28
Alpine Bank Wealth Management
NEW
Shares100
Change+100
Value$8.1K
Filed 2026-10-16
True Wealth Design, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.1K (-$247)
Filed 2026-10-13
Avion Wealth
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8 ($0)
Filed 2026-11-04
Birchwood Financial Partners, Inc.
NEW
Shares99
Change+99
Value$8.0K
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$7.5K (-$230)
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.9K (-$210)
Filed 2026-10-07
Gold Investment Management Ltd.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$6.8K (-$209)
Filed 2026-10-19
Signature Resources Capital Management, LLC
DECREASED
Shares80 from 86
Change-6 (-7%)
Value$6.4K (-$696)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.4K (-$182)
Filed 2026-10-23
Winch Advisory Services, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.9K (-$180)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares60 from 262
Change-202 (-77%)
Value$4.8K (-$16.9K)
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares57 from 289
Change-232 (-80%)
Value$4.6K (-$19.4K)
Filed 2026-11-02
Quent Capital, LLC
DECREASED
Shares57 from 60
Change-3 (-5%)
Value$5.1K (+$151)
Filed 2026-11-09
Arvest Investments, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.1K (-$126)
Filed 2026-10-21
Blume Capital Management, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.0K (-$124)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares49
Change+49
Value$4.0K
Filed 2026-11-06
Olistico Wealth, LLC
INCREASED
Shares49 from 35
Change+14 (+40%)
Value$3.9K (+$1.0K)
Filed 2026-10-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.5K (-$107)
Filed 2026-10-28
CNB Bank
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.0K (-$92)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
NEW
Shares34
Change+34
Value$2.7K
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.7K (-$82)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.7K (-$82)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.6K (-$79)
Filed 2026-10-30
John Boyer, Inc.
NEW
Shares30
Change+30
Value$2.4K
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.1K (-$64)
Filed 2026-10-23
DecisionPoint Financial, LLC
NEW
Shares23
Change+23
Value$1.8K
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares23 from 58
Change-35 (-60%)
Value$2 (-$3)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (-$49)
Filed 2026-10-23
First Command Advisory Services, Inc.
DECREASED
Shares13 from 200
Change-187 (-93%)
Value$1.0K (-$15.6K)
Filed 2026-11-05
Kelleher Financial Advisors
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$564 (-$18)
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$520 (+$22)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
DECREASED
Shares3 from 96,059
Change-96,056 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-22
Centerpoint Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$81 (-$2)
Filed 2026-10-29
Phoenix Financial Ltd.
CLOSED
Shares0 from 450,976
Change-450,976 (-100%)
Value$0 (-$37.5M)
Filed 2026-11-09
Squarepoint Ops LLC
CLOSED
Shares0 from 200,096
Change-200,096 (-100%)
Value$0 (-$16.6M)
Filed 2026-11-09
WealthCare Asset Management, LLC
CLOSED
Shares0 from 150,048
Change-150,048 (-100%)
Value$0 (-$12.5M)
Filed 2026-10-26
Adams Diversified Equity Fund, Inc.
CLOSED
Shares0 from 116,000
Change-116,000 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-21
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 74,072
Change-74,072 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-09
Imc-Chicago, LLC
CLOSED
Shares0 from 42,877
Change-42,877 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-05
Innealta Capital, LLC
CLOSED
Shares0 from 33,518
Change-33,518 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-02
CFC Planning Co LLC
CLOSED
Shares0 from 32,094
Change-32,094 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-28
Blue Capital, Inc.
CLOSED
Shares0 from 15,086
Change-15,086 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Symmetry Partners, LLC
CLOSED
Shares0 from 14,975
Change-14,975 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Archford Capital Strategies, LLC
CLOSED
Shares0 from 13,698
Change-13,698 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
PCG Asset Management, LLC
CLOSED
Shares0 from 13,118
Change-13,118 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Rational Advisors, Inc.
CLOSED
Shares0 from 11,852
Change-11,852 (-100%)
Value$0 (-$984.5K)
Filed 2026-11-02
Carota Wealth Management
CLOSED
Shares0 from 8,289
Change-8,289 (-100%)
Value$0 (-$688.6K)
Filed 2026-11-03
Investment Management Trust, LLC
CLOSED
Shares0 from 8,099
Change-8,099 (-100%)
Value$0 (-$672.7K)
Filed 2026-11-05
Axim Planning & Wealth
CLOSED
Shares0 from 7,213
Change-7,213 (-100%)
Value$0 (-$599.2K)
Filed 2026-10-28
DLK Investment Management, LLC
CLOSED
Shares0 from 6,531
Change-6,531 (-100%)
Value$0 (-$500.1K)
Filed 2026-10-09
RPS Advisory Solutions LLC
CLOSED
Shares0 from 6,280
Change-6,280 (-100%)
Value$0 (-$521.7K)
Filed 2026-11-09
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 5,571
Change-5,571 (-100%)
Value$0 (-$462.8K)
Filed 2026-11-09
Childress Capital Advisors, LLC
CLOSED
Shares0 from 3,818
Change-3,818 (-100%)
Value$0 (-$317.2K)
Filed 2026-10-28
Vontobel Holding Ltd.
CLOSED
Shares0 from 3,436
Change-3,436 (-100%)
Value$0 (-$285.4K)
Filed 2026-10-16
Astra Wealth Partners LLC
CLOSED
Shares0 from 3,116
Change-3,116 (-100%)
Value$0 (-$258.8K)
Filed 2026-11-06
Washington Trust Co
CLOSED
Shares0 from 3,064
Change-3,064 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-22
Layline Advisors, LLC
CLOSED
Shares0 from 2,954
Change-2,954 (-100%)
Value$0 (-$245.4K)
Filed 2026-11-02
Sharkey, Howes & Javer
CLOSED
Shares0 from 2,931
Change-2,931 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-22
Synergy Asset Management, LLC
CLOSED
Shares0 from 2,697
Change-2,697 (-100%)
Value$0 (-$224.0K)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 2,678
Change-2,678 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-23
Capital CS Group, LLC
CLOSED
Shares0 from 2,666
Change-2,666 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-29
BIP Wealth, LLC
CLOSED
Shares0 from 2,591
Change-2,591 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-22
Surience Private Wealth LLC
CLOSED
Shares0 from 2,487
Change-2,487 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-16
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 2,480
Change-2,480 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-16
Weaver Consulting Group
CLOSED
Shares0 from 2,433
Change-2,433 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 2,422
Change-2,422 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
CLOSED
Shares0 from 2,420
Change-2,420 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-04
Solstein Capital, LLC
CLOSED
Shares0 from 1,231
Change-1,231 (-100%)
Value$0 (-$102.3K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$79.2K)
Filed 2026-10-28
Heritage Wealth Advisors
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$57.7K)
Filed 2026-11-09
Align Financial, LLC
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$48.0K)
Filed 2026-10-16
Albion Financial Group
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$43.4K)
Filed 2026-10-21
Founders Capital Management
CLOSED
Shares0 from 429
Change-429 (-100%)
Value$0 (-$35.6K)
Filed 2026-10-13
Merrithew & Thorsten Inc
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$25)
Filed 2026-11-06
Capitol Family Office, Inc.
CLOSED
Shares0 from 269
Change-269 (-100%)
Value$0 (-$22.3K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-05
Deutsche Bank Ag\
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-09
Smithfield Trust Co
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8)
Filed 2026-11-09
Arlington Trust Co LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-23
Investors Research Corp
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-07
Bell Investment Advisors, Inc
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-11-04
Evolution Wealth Management Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$498)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$113)
Filed 2026-10-16
Networth Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$31)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 18,350,213
Change-18,350,213 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,702,454
Change-9,702,454 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,410,198
Change-9,410,198 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,139,947
Change-8,139,947 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,838,299
Change-5,838,299 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,648,440
Change-5,648,440 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,192,068
Change-3,192,068 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,842,914
Change-2,842,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,871,261
Change-1,871,261 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,784,297
Change-1,784,297 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,380,908
Change-1,380,908 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,296,049
Change-1,296,049 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,226,022
Change-1,226,022 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,224,063
Change-1,224,063 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,126,423
Change-1,126,423 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,018,079
Change-1,018,079 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 963,581
Change-963,581 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 960,549
Change-960,549 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 923,281
Change-923,281 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 828,005
Change-828,005 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 699,308
Change-699,308 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 675,000
Change-675,000 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 662,571
Change-662,571 (-100%)
Value—
State Street Corp
N/A
Shares— from 621,446
Change-621,446 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 596,228
Change-596,228 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 557,172
Change-557,172 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 550,035
Change-550,035 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 507,086
Change-507,086 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 497,578
Change-497,578 (-100%)
Value—
SRB Corp
N/A
Shares— from 488,831
Change-488,831 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 479,845
Change-479,845 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 469,379
Change-469,379 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 440,046
Change-440,046 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 434,791
Change-434,791 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 415,000
Change-415,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 357,200
Change-357,200 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 331,920
Change-331,920 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 326,192
Change-326,192 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 311,932
Change-311,932 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 310,117
Change-310,117 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 292,619
Change-292,619 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 285,500
Change-285,500 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 282,634
Change-282,634 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 274,538
Change-274,538 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 268,923
Change-268,923 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 230,260
Change-230,260 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 228,904
Change-228,904 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 224,600
Change-224,600 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 223,771
Change-223,771 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 219,415
Change-219,415 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 209,556
Change-209,556 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 209,050
Change-209,050 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 205,226
Change-205,226 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 204,802
Change-204,802 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 204,768
Change-204,768 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 186,570
Change-186,570 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 179,687
Change-179,687 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 179,615
Change-179,615 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 179,419
Change-179,419 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 172,821
Change-172,821 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 171,135
Change-171,135 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 170,888
Change-170,888 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 164,443
Change-164,443 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 144,652
Change-144,652 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 139,433
Change-139,433 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 136,652
Change-136,652 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 129,554
Change-129,554 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 119,360
Change-119,360 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 115,545
Change-115,545 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 115,055
Change-115,055 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 114,755
Change-114,755 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 112,457
Change-112,457 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 111,740
Change-111,740 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 108,685
Change-108,685 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 106,291
Change-106,291 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 106,090
Change-106,090 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 99,215
Change-99,215 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 96,523
Change-96,523 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 95,502
Change-95,502 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 91,720
Change-91,720 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 91,471
Change-91,471 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 90,130
Change-90,130 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 88,950
Change-88,950 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 88,505
Change-88,505 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 87,522
Change-87,522 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 84,720
Change-84,720 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 84,588
Change-84,588 (-100%)
Value—
FMR LLC
N/A
Shares— from 82,875
Change-82,875 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 80,414
Change-80,414 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 80,143
Change-80,143 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 80,079
Change-80,079 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 79,097
Change-79,097 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 78,965
Change-78,965 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 78,828
Change-78,828 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 77,924
Change-77,924 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 75,464
Change-75,464 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 75,117
Change-75,117 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 73,216
Change-73,216 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 71,484
Change-71,484 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 66,755
Change-66,755 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 65,296
Change-65,296 (-100%)
Value—
FCA Corp
N/A
Shares— from 62,946
Change-62,946 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 62,106
Change-62,106 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 61,328
Change-61,328 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 60,872
Change-60,872 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 58,769
Change-58,769 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 58,684
Change-58,684 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 56,201
Change-56,201 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 55,633
Change-55,633 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 55,493
Change-55,493 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,044
Change-54,044 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 53,923
Change-53,923 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 52,465
Change-52,465 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 50,423
Change-50,423 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,346
Change-50,346 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 49,935
Change-49,935 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 49,100
Change-49,100 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 48,284
Change-48,284 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 48,182
Change-48,182 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 47,814
Change-47,814 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 47,804
Change-47,804 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 47,382
Change-47,382 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 47,007
Change-47,007 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 46,002
Change-46,002 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 45,936
Change-45,936 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 45,756
Change-45,756 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 44,700
Change-44,700 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,675
Change-42,675 (-100%)
Value—
Simmons Bank
N/A
Shares— from 42,443
Change-42,443 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 42,132
Change-42,132 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 41,069
Change-41,069 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 40,278
Change-40,278 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 39,671
Change-39,671 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 37,900
Change-37,900 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 37,732
Change-37,732 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 37,444
Change-37,444 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 37,075
Change-37,075 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 36,685
Change-36,685 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 36,542
Change-36,542 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 36,323
Change-36,323 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 36,323
Change-36,323 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 36,161
Change-36,161 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 35,974
Change-35,974 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,923
Change-35,923 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 35,667
Change-35,667 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 35,079
Change-35,079 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 35,037
Change-35,037 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 34,780
Change-34,780 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,110
Change-34,110 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,921
Change-33,921 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 33,347
Change-33,347 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 33,242
Change-33,242 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 32,781
Change-32,781 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 32,515
Change-32,515 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 32,470
Change-32,470 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 32,089
Change-32,089 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 31,522
Change-31,522 (-100%)
Value—
&partners
N/A
Shares— from 31,481
Change-31,481 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 31,199
Change-31,199 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 30,028
Change-30,028 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 29,340
Change-29,340 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 28,583
Change-28,583 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,045
Change-28,045 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 27,689
Change-27,689 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 27,452
Change-27,452 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 27,150
Change-27,150 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 27,033
Change-27,033 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 26,799
Change-26,799 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 26,493
Change-26,493 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 25,787
Change-25,787 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 25,386
Change-25,386 (-100%)
Value—
Straightline Group LLC
N/A
Shares— from 25,192
Change-25,192 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 25,029
Change-25,029 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,832
Change-24,832 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 24,115
Change-24,115 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 23,687
Change-23,687 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 23,455
Change-23,455 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 23,370
Change-23,370 (-100%)
Value—
Blair William & Co
N/A
Shares— from 23,357
Change-23,357 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 23,275
Change-23,275 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 23,238
Change-23,238 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 23,171
Change-23,171 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,987
Change-22,987 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 22,771
Change-22,771 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 22,454
Change-22,454 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,358
Change-22,358 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,252
Change-22,252 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,895
Change-21,895 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 21,765
Change-21,765 (-100%)
Value—
Commerce Bank
N/A
Shares— from 21,758
Change-21,758 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,343
Change-21,343 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 21,287
Change-21,287 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 20,377
Change-20,377 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,684
Change-19,684 (-100%)
Value—
FIL Ltd
N/A
Shares— from 19,186
Change-19,186 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 19,032
Change-19,032 (-100%)
Value—
Bank of Marin
N/A
Shares— from 18,116
Change-18,116 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 16,961
Change-16,961 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 16,888
Change-16,888 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 15,717
Change-15,717 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,656
Change-15,656 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,254
Change-15,254 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 14,382
Change-14,382 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 14,036
Change-14,036 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,003
Change-14,003 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,915
Change-13,915 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,749
Change-13,749 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,133
Change-13,133 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 13,121
Change-13,121 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,051
Change-13,051 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 12,322
Change-12,322 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 12,322
Change-12,322 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,991
Change-11,991 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,360
Change-11,360 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 11,293
Change-11,293 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 11,230
Change-11,230 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 11,178
Change-11,178 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 11,137
Change-11,137 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,524
Change-10,524 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 10,512
Change-10,512 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 9,853
Change-9,853 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 9,346
Change-9,346 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,977
Change-8,977 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Lodge Hill Capital, LLC
N/A
Shares— from 8,774
Change-8,774 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,471
Change-8,471 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,951
Change-7,951 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,948
Change-7,948 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 7,847
Change-7,847 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,694
Change-7,694 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 7,054
Change-7,054 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 5,925
Change-5,925 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,694
Change-5,694 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,366
Change-4,366 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,213
Change-4,213 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 961
Change-961 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 936
Change-936 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 872
Change-872 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 855
Change-855 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 693
Change-693 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 629
Change-629 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 617
Change-617 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 500
Change-500 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 445
Change-445 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 396
Change-396 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Centrica Wealth Management, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 300
Change-300 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 249
Change-249 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 192
Change-192 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 180
Change-180 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 149
Change-149 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 121
Change-121 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 41
Change-41 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 24
Change-24 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16
Change-16 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Barclays PLC
DECREASED5,167,7986,481,381-1,313,583-20%$538.4M$416.5M-$121.9M2026-11-06
Citigroup Inc
DECREASED4,885,4066,867,681-1,982,275-29%$570.5M$393.8M-$176.7M2026-11-04
LPL Financial LLC
DECREASED3,506,0003,577,959-71,959-2%$297.2M$282.6M-$14.6M2026-11-06
Natixis
INCREASED1,885,3101,356,669+528,641+39%$112.7M$152.0M+$39.3M2026-11-06
Migdal Insurance & Financial Holdings Ltd.
NEW1,024,297—+1,024,297——$82.6M—2026-11-09
Fisher Asset Management, LLC
DECREASED961,025994,393-33,368-3%$82.6M$77.5M-$5.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED639,195713,097-73,902-10%$59.2M$51.5M-$7.7M2026-11-02
AGF Management LTD
DECREASED585,988676,282-90,294-13%$56.2M$47.2M-$8.9M2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED525,334489,162+36,172+7%$40.6M$42.3M+$1.7M2026-10-29
Greenwood Gearhart LLC
INCREASED483,199476,688+6,511+1%$39.6M$38.9M-$652.6K2026-11-02
Conservest Capital Advisors, Inc.
DECREASED446,568450,415-3,847-1%$37.4M$36.0M-$1.4M2026-11-09
KCM Investment Advisors LLC
DECREASED409,762424,290-14,528-3%$35.2M$33.0M-$2.2M2026-10-27
Trust Asset Management LLC
DECREASED399,685399,910-2250%$33.2M$32.2M-$1.0M2026-11-03
Exchange Traded Concepts, LLC
INCREASED386,916319,341+67,575+21%$26.5M$31.2M+$4.7M2026-10-28
HighTower Advisors, LLC
DECREASED353,958365,944-11,986-3%$30.4M$28.5M-$1.9M2026-11-10
Mirae Asset Securities (USA) Inc.
UNCHANGED350,000350,00000%$29.1M$28.2M-$864.5K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED342,503285,447+57,056+20%$23.7M$27.6K-$23.7M2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED312,727404,057-91,330-23%$33.6M$25.2M-$8.4M2026-10-29
Rockport Wealth LLC
INCREASED265,686250,746+14,940+6%$20.8M$21.4M+$584.8K2026-11-03
Makena Capital Management LLC
INCREASED258,549134,810+123,739+92%$11.2M$20.8M+$9.6M2026-11-06
Krilogy Financial LLC
INCREASED258,372233,343+25,029+11%$19.4M$21.8M+$2.4M2026-10-13
Bank of Montreal
INCREASED256,339202,755+53,584+26%$16.8M$20.7M+$3.8M2026-11-09
Kestra Advisory Services, LLC
INCREASED240,124173,097+67,027+39%$14.4M$19.4M+$5.0M2026-11-02
Valence8 US LP
INCREASED232,707231,632+1,075+0%$19.2M$18.8M-$485.5K2026-11-03
Thrivent Financial for Lutherans
INCREASED211,274200,654+10,620+5%$16.7M$17.0K-$16.7M2026-11-05
Biltmore Wealth Management, LLC
INCREASED209,812201,408+8,404+4%$16.7M$16.9M+$180.0K2026-10-09
Matauro, LLC
INCREASED207,513194,984+12,529+6%$16.2M$16.7M+$528.2K2026-11-03
Truist Financial Corp
DECREASED206,027291,678-85,651-29%$24.2M$16.6M-$7.6M2026-10-30
Armstrong Advisory Group, Inc
INCREASED200,944199,398+1,546+1%$16.6M$16.2M-$368.0K2026-10-09
Galvin, Gaustad & Stein, LLC
INCREASED197,770195,993+1,777+1%$16.3M$15.9M-$340.8K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED187,507184,785+2,722+1%$15.4M$15.1M-$237.0K2026-11-05
US Bancorp \de\
DECREASED186,832189,499-2,667-1%$15.7M$15.1M-$683.0K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED179,130109,644+69,486+63%$9.1M$14.4M+$5.3M2026-10-16
BAR Harbor Wealth Management
INCREASED166,172166,037+135+0%$13.8M$13.4M-$399.2K2026-10-21
Creative Planning
DECREASED154,907155,838-931-1%$12.9M$12.5M-$460.0K2026-11-02
Praxis Capital Management LLC
INCREASED154,2436,700+147,543+2202%$556.6K$12.4M+$11.9M2026-10-16
IMZ Advisory Inc
INCREASED146,855139,248+7,607+5%$11.6M$11.8M+$269.1K2026-11-03
Arta Finance Wealth Management LLC
DECREASED136,487152,908-16,421-11%$12.7M$11.0M-$1.7M2026-10-28
IFG Advisory, LLC
INCREASED135,756132,174+3,582+3%$11.0M$10.9M-$37.7K2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED134,21880,259+53,959+67%$6.7M$10.8M+$4.2M2026-11-03
Park Avenue Securities LLC
INCREASED133,418128,105+5,313+4%$10.6M$10.8K-$10.6M2026-10-26
HighPoint Advisor Group LLC
INCREASED129,534119,081+10,453+9%$9.9M$10.4M+$548.4K2026-11-09
Kwmg, LLC
INCREASED128,908120,592+8,316+7%$10.0M$10.4M+$372.4K2026-10-07
AlphaCore Capital LLC
INCREASED121,76345,858+75,905+166%$3.8M$9.8M+$6.0M2026-11-04
Strategic Advisory Partners, LLC
INCREASED121,669117,325+4,344+4%$9.7M$9.8M+$60.3K2026-11-06
Legacy Edge Advisors, LLC
INCREASED118,700109,029+9,671+9%$9.1M$9.6M+$510.2K2026-11-06
Trilogy Capital Inc.
DECREASED117,990240,444-122,454-51%$20.0M$9.5M-$10.5M2026-10-20
Annex Advisory Services, LLC
DECREASED116,994145,280-28,286-19%$12.1M$9.4M-$2.6M2026-10-16
Salomon & Ludwin, LLC
INCREASED114,779113,058+1,721+2%$9.4M$9.3M-$191.3K2026-10-29
LifePlan Financial, LLC
INCREASED114,209112,886+1,323+1%$9.4M$9.5M+$149.9K2026-10-13
Money Concepts Capital Corp
DECREASED110,849112,210-1,361-1%$9.3M$8.9M-$386.9K2026-11-06
Bellwether Advisors, LLC
INCREASED109,98488,928+21,056+24%$7.4M$8.9M+$1.5M2026-11-09
United Asset Strategies, Inc.
INCREASED107,651102,506+5,145+5%$8.5M$8.7M+$161.5K2026-10-28
Corecam Pte. Ltd.
INCREASED107,100105,150+1,950+2%$8.7M$8.6M-$102.6K2026-10-23
Sharper & Granite LLC
INCREASED105,61090,334+15,276+17%$7.5M$8.7M+$1.2M2026-11-02
Valmark Advisers, Inc.
INCREASED103,137102,222+915+1%$8.5M$8.3M-$178.7K2026-11-06
Retirement Planning Group, LLC
DECREASED99,299108,698-9,399-9%$9.0M$8.0M-$1.0M2026-10-19
Avior Wealth Management, LLC
DECREASED95,09798,162-3,065-3%$8.2M$7.7M-$489.6K2026-10-13
Trek Financial, LLC
DECREASED92,790116,039-23,249-20%$9.6M$7.5M-$2.2M2026-10-29
Fifth Third Bancorp
INCREASED91,76889,974+1,794+2%$7.5M$7.4M-$77.6K2026-11-05
Sterling Manor Financial, LLC
NEW87,938—+87,938——$7.1M—2026-10-21
Cambiar Investors LLC
NEW85,984—+85,984——$6.9M—2026-11-04
Crestwood Advisors Group, LLC
DECREASED81,72982,109-3800%$6.8M$6.6M-$233.4K2026-10-27
Ayalon Insurance Comp Ltd.
INCREASED81,25012,250+69,000+563%$1.0K$6.5K+$5.5K2026-10-08
SteelPeak Wealth, LLC
INCREASED80,31053,225+27,085+51%$4.4M$6.5M+$2.1M2026-10-16
Compass Wealth Management, LLC
INCREASED78,68174,355+4,326+6%$6.2M$6.3M+$165.0K2026-10-30
Client First Capital LLC
INCREASED78,36473,557+4,807+7%$6.1M$6.3M+$205.8K2026-10-22
PNC Financial Services Group, Inc.
DECREASED78,27078,690-420-1%$6.5M$6.3M-$228.3K2026-11-06
Algorithmic Investment Models, LLC
INCREASED75,60962,327+13,282+21%$5.2M$6.1M+$916.7K2026-11-04
First Interstate Bank
DECREASED74,92877,282-2,354-3%$6.4M$6.0M-$380.6K2026-10-23
Sacks & Associates, LLC
DECREASED74,58377,857-3,274-4%$6.6M$6.0M-$610.3K2026-10-09
Brookstone Capital Management
DECREASED73,10392,391-19,288-21%$7.7M$5.9M-$1.8M2026-10-22
SBI Okasan Asset Management Co.Ltd.
DECREASED72,88094,070-21,190-23%$7.9M$6.0M-$2.0M2026-11-10
Capital Investment Advisors, LLC
DECREASED72,37576,836-4,461-6%$6.4M$5.8M-$549.3K2026-10-22
Fifth Third Securities, Inc.
DECREASED71,97979,911-7,932-10%$6.6M$5.8M-$836.7K2026-10-21
Sage Capital Management, LLC
INCREASED71,70968,203+3,506+5%$5.7M$5.8M+$114.2K2026-10-20
Howard Capital Management Group, LLC
DECREASED70,84871,035-1870%$5.9M$5.7M-$190.5K2026-10-16
Banco Santander, S.A.
DECREASED70,58773,066-2,479-3%$6.1M$5.7M-$380.3K2026-11-10
Capital Investment Advisory Services, LLC
DECREASED69,75676,818-7,062-9%$6.4M$5.6M-$758.3K2026-10-30
Fortis Group Advisors, LLC
INCREASED68,95330,028+38,925+130%$2.5M$6.2M+$3.7M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED68,84269,119-2770%$5.8M$5.5M-$227.6K2026-11-04
First Merchants Corp
DECREASED68,76369,497-734-1%$5.8M$5.5M-$230.8K2026-10-15
Spire Wealth Management
DECREASED67,69569,217-1,522-2%$5.7M$5.5M-$293.5K2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED66,57566,691-1160%$5.5M$5.4M-$174.1K2026-10-09
NWF Advisory Services Inc.
INCREASED66,20864,490+1,718+3%$5.4M$5.3M-$20.8K2026-10-19
Independence Wealth Advisors, LLC
INCREASED65,37219,843+45,529+229%$1.6M$5.3M+$3.6M2026-10-29
Split Rock Private Trading & Wealth Management, LLC
INCREASED64,57063,038+1,532+2%$5.2M$5.2M-$32.2K2026-10-15
Madison Park Capital Advisors, LLC
INCREASED64,13825,948+38,190+147%$7.5M$5.2M-$2.3M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED63,96859,258+4,710+8%$4.8M$5.1M+$349.4K2026-10-13
Chemung Canal Trust Co
DECREASED63,74966,150-2,401-4%$5.5M$5.1M-$356.9K2026-11-04
Advocate Investing Services LLC
INCREASED63,70662,296+1,410+2%$5.2M$5.1M-$40.2K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED63,51461,867+1,647+3%$5.1M$5.1M-$20.1K2026-10-20
American National Bank of Texas
INCREASED61,88760,862+1,025+2%$5.1M$5.0M-$67.7K2026-10-07
Altfest L J & Co Inc
INCREASED61,23534,517+26,718+77%$2.9M$4.9M+$2.1M2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW61,099—+61,099——$4.9M—2026-10-14
Foguth Wealth Management, Llc.
INCREASED60,95249,648+11,304+23%$4.2M$5.3M+$1.1M2026-10-19
Carolina Wealth Advisors, LLC
INCREASED59,07651,892+7,184+14%$4.3M$4.8M+$450.9K2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED59,00459,00400%$4.9M$4.9M$02026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED58,64661,320-2,674-4%$5.1M$4.7M-$367.0K2026-10-05
Stockman Wealth Management, Inc.
INCREASED58,47652,939+5,537+10%$4.4M$4.7M+$315.6K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED57,74155,815+1,926+3%$4.6M$4.7K-$4.6M2026-10-14
Old National Bancorp
DECREASED56,67865,435-8,757-13%$5.4M$4.6M-$867.4K2026-10-20
Toth Financial Advisory Corp
DECREASED55,89956,416-517-1%$4.7M$4.5M-$181.0K2026-10-08
First International Bank of Israel Ltd.
DECREASED55,80056,793-993-2%$4.7M$4.5M-$220.3K2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED55,66257,303-1,641-3%$4.8M$4.9M+$116.9K2026-10-22
Uniting Wealth Partners, LLC
NEW55,446—+55,446——$4.5M—2026-11-06
Edgestream Partners, L.P.
INCREASED54,60810,338+44,270+428%$858.8K$4.4M+$3.5M2026-11-10
Founders Financial Securities LLC
DECREASED54,24756,898-2,651-5%$4.7M$4.4M-$354.2K2026-10-28
Winthrop Capital Management, LLC
DECREASED52,60154,871-2,270-4%$4.6M$4.2M-$318.4K2026-11-05
Independent Financial Group, LLC
INCREASED52,55347,576+4,977+10%$4.0M$4.2M+$283.5K2026-10-13
Merit Financial Group, LLC
INCREASED51,91746,063+5,854+13%$3.8M$4.2M+$358.1K2026-11-06
Lido Advisors, LLC
INCREASED51,55147,740+3,811+8%$4.0M$4.2M+$189.3K2026-11-04
3Edge Asset Management, LP
DECREASED50,21255,122-4,910-9%$4.6M$4.0M-$531.9K2026-10-30
Yelin Lapidot Holdings Management Ltd.
NEW50,000—+50,000——$4.0M—2026-10-26
Orange Investment Advisors, Inc.
DECREASED48,50850,709-2,201-4%$4.2M$3.9M-$302.7K2026-10-23
CX Institutional
INCREASED48,30145,982+2,319+5%$3.8K$3.9K+$732026-10-02
Meridian Wealth Management, LLC
INCREASED47,60222,987+24,615+107%$1.9M$3.8M+$1.9M2026-11-05
Evolution Wealth Advisors, LLC
INCREASED46,49646,173+323+1%$3.8M$3.7M-$88.0K2026-11-03
Foronjy Financial LLC
DECREASED46,32946,959-630-1%$3.9M$3.7M-$166.8K2026-10-14
Ellis Investment Partners, LLC
DECREASED45,68448,494-2,810-6%$4.0M$3.7M-$346.2K2026-10-21
Northland Securities, Inc.
INCREASED45,14939,424+5,725+15%$3.3M$3.6M+$364.1K2026-11-02
Associated Banc-Corp
DECREASED44,86947,540-2,671-6%$3.9M$3.6M-$332.7K2026-10-30
WBH Advisory Inc
DECREASED44,82548,591-3,766-8%$4.0M$3.6M-$423.6K2026-11-05
Corecam AG
DECREASED44,54045,220-680-1%$3.8M$3.6M-$166.5K2026-10-29
Virtue Capital Management, LLC
INCREASED43,93038,464+5,466+14%$3.2M$3.5M+$345.5K2026-10-29
First Financial Bank - Trust Division
INCREASED43,33641,993+1,343+3%$3.5M$3.5M+$4.7K2026-10-01
Innova Wealth Partners
DECREASED43,26444,922-1,658-4%$3.7M$3.5M-$244.6K2026-10-21
Capital Advantage, Inc.
DECREASED42,64644,540-1,894-4%$3.7M$3.4M-$262.6K2026-10-14
Sigma Planning Corp
DECREASED41,26342,303-1,040-2%$3.5M$3.3M-$188.7K2026-10-23
Butensky & Cohen Financial Security, Inc
INCREASED40,69239,212+1,480+4%$3.3M$3.3M+$22.4K2026-10-13
Intrua Financial, LLC
INCREASED40,47418,719+21,755+116%$1.6M$3.3M+$1.7M2026-10-28
Es4, LLC
INCREASED39,75532,651+7,104+22%$2.7M$3.2M+$492.0K2026-11-09
David Kennon Inc
INCREASED39,64439,182+462+1%$3.3M$3.2M-$59.5K2026-10-13
Apollon Financial, LLC
DECREASED39,50545,897-6,392-14%$3.8M$3.2M-$628.5K2026-10-23
Simplex Trading, LLC
DECREASED39,28654,600-15,314-28%$4.5M$3.2M-$1.4M2026-11-04
Financial Discovery Group Inc
DECREASED38,43642,844-4,408-10%$3.6M$3.1M-$461.1K2026-11-03
Prairie Advisory, LLC
INCREASED37,96825,249+12,719+50%$2.1M$3.1M+$962.8K2026-10-19
Aafmaa Wealth Management & Trust LLC
INCREASED37,55936,056+1,503+4%$3.0M$3.1M+$71.2K2026-10-14
Horizon Financial Services, LLC
INCREASED37,43632,824+4,612+14%$2.7M$3.0M+$290.7K2026-11-04
Wealthfront Advisers LLC
DECREASED36,81341,362-4,549-11%$3.4M$3.0M-$468.8K2026-11-09
Essex LLC
INCREASED35,87334,138+1,735+5%$2.8M$2.9M+$55.6K2026-10-14
Cooksen Wealth, LLC
INCREASED35,51633,463+2,053+6%$2.8M$3.0M+$183.3K2026-10-13
Cedar Mountain Advisors, LLC
DECREASED34,22036,177-1,957-5%$3.0M$2.8M-$247.0K2026-10-15
AFG Fiduciary Services Limited Partnership
INCREASED34,02033,489+531+2%$2.8M$2.9M+$17.9K2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED33,87159,537-25,666-43%$4.9M$2.7M-$2.2M2026-11-05
LightSquare Wealth Management, LLC
DECREASED33,78335,793-2,010-6%$3.0M$2.7M-$250.4K2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED33,67933,103+576+2%$2.7M$2.7M-$35.3K2026-10-16
Nelson Capital Management, LLC
INCREASED33,32630,436+2,890+10%$2.5M$2.7M+$157.8K2026-11-09
CMG Global Holdings, LLC
INCREASED33,09232,365+727+2%$2.7M$2.7M-$21.4K2026-10-14
Massachusetts Wealth Management
INCREASED32,33931,579+760+2%$2.6M$2.6M-$16.7K2026-10-21
WP Advisors, LLC
INCREASED32,24732,038+209+1%$2.7M$2.6M-$62.3K2026-10-22
Centennial Bank
INCREASED32,24430,026+2,218+7%$2.5M$2.6M+$104.6K2026-11-09
Ranch Capital Advisors Inc.
INCREASED32,21932,085+134+0%$2.7M$2.6M-$68.5K2026-11-09
Focus Financial Network, Inc.
DECREASED31,54432,527-983-3%$2.7M$2.5M-$159.6K2026-10-14
Magnus Financial Group LLC
INCREASED31,25330,908+345+1%$2.6M$2.5M-$48.5K2026-10-21
AMI Investment Management Inc
INCREASED31,11129,942+1,169+4%$2.5M$2.5M+$20.3K2026-10-27
Midwest Trust Co
DECREASED30,80532,049-1,244-4%$2.7M$2.5M-$179.4K2026-10-22
Davenport & Co LLC
DECREASED30,79932,053-1,254-4%$2.7M$2.5M-$180.3K2026-10-14
Flagstar Securities, Inc
INCREASED30,76026,069+4,691+18%$2.2M$2.5M+$313.6K2026-10-15
Silver OAK Securities, Incorporated
INCREASED30,67423,504+7,170+31%$2.0M$2.8M+$810.6K2026-11-09
Darwin Wealth Management, LLC
INCREASED30,39929,285+1,114+4%$2.4M$2.5M+$17.5K2026-11-09
Westside Investment Management, Inc.
INCREASED30,19928,051+2,148+8%$2.3M$2.4M+$103.5K2026-11-02
Laurel Wealth Advisors LLC
INCREASED30,06929,442+627+2%$2.4M$2.4M-$22.2K2026-10-27
Portman Square Capital LLP
NEW30,000—+30,000——$2.4M—2026-10-15
AMG National Trust Bank
DECREASED29,84130,331-490-2%$2.5M$2.4M-$114.4K2026-11-05
Targeted Financial Services LLC
INCREASED29,61029,523+87+0%$2.5M$2.4M-$65.9K2026-10-19
Western Wealth Management, LLC
DECREASED29,35834,075-4,717-14%$2.8M$2.4M-$464.4K2026-11-09
Premier Path Wealth Partners, LLC
DECREASED29,27850,240-20,962-42%$4.2M$2.4M-$1.8M2026-10-16
Verdence Capital Advisors LLC
INCREASED28,88619,807+9,079+46%$1.6M$2.3M+$682.8K2026-10-26
Retirement Guys Formula LLC
DECREASED28,68529,815-1,130-4%$2.5M$2.3M-$164.7K2026-10-26
Legacy Advisors, LLC
DECREASED28,54331,246-2,703-9%$2.6M$2.3M-$295.0K2026-10-19
Everest Financial Group LLC
INCREASED28,17424,632+3,542+14%$2.0M$2.3M+$224.7K2026-11-06
Diversified Enterprises, LLC
INCREASED28,03927,719+320+1%$2.3M$2.3M-$42.7K2026-10-19
Keybank National Association
INCREASED27,99827,452+546+2%$2.3M$2.3M-$23.8K2026-11-04
Citizens Financial Group Inc
DECREASED27,97728,205-228-1%$2.3M$2.3M-$88.0K2026-10-23
Advisory Resource Group
INCREASED27,94426,422+1,522+6%$2.2M$2.3M+$57.4K2026-10-26
Private Wealth Group, LLC
UNCHANGED27,86627,86600%$2.3M$2.2M-$68.8K2026-10-19
Nwam LLC
DECREASED27,48033,533-6,053-18%$2.8M$2.2M-$570.7K2026-11-09
Hansen & Associates Financial Group, Inc.
INCREASED26,88825,494+1,394+5%$2.1M$2.2M+$98.9K2026-11-09
Farther Finance Advisors, LLC
DECREASED26,43629,612-3,176-11%$2.5M$2.1M-$329.4K2026-10-08
Busey Bank
DECREASED26,42326,712-289-1%$2.2M$2.1M-$89.3K2026-10-26
RFG Advisory, LLC
DECREASED26,18627,116-930-3%$2.3M$2.1M-$141.9K2026-11-03
Acima Private Wealth, LLC
DECREASED26,10826,284-176-1%$2.2M$2.1M-$79.1K2026-10-05
Hanseatic Management Services Inc
INCREASED26,03324,428+1,605+7%$2.0M$2.1M+$69.0K2026-10-27
Larson Financial Group LLC
INCREASED25,90414,076+11,828+84%$1.2M$2.1M+$918.6K2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED25,84925,84900%$2.2M$2.1M-$65.1K2026-11-04
CoreCap Advisors, LLC
INCREASED25,51822,281+3,237+15%$1.9M$2.1M+$205.9K2026-10-08
Kennicott Capital Management LLC
INCREASED25,40124,904+497+2%$2.1M$2.0M-$21.5K2026-10-16
Jacobi Capital Management LLC
INCREASED25,29524,963+332+1%$2.1M$2.0M-$34.9K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED25,25423,619+1,635+7%$2.0M$2.0M+$73.4K2026-11-06
Axxcess Wealth Management, LLC
DECREASED25,19551,308-26,113-51%$4.3M$2.0M-$2.2M2026-10-21
Berkshire Asset Management LLC
DECREASED24,84450,676-25,832-51%$4.2M$2.0M-$2.2M2026-11-10
Capstone Wealth Management Group, Inc.
INCREASED24,60523,024+1,581+7%$1.9M$2.0M+$70.6K2026-10-19
10Elms LLP
DECREASED24,48824,605-1170%$2.0M$2.0M-$70.2K2026-11-06
CWC Advisors, Llc.
INCREASED24,34424,294+50+0%$2.0M$2.0M-$56.0K2026-10-15
Carnegie Investment Counsel
DECREASED24,25424,304-500%$2.0M$2.0M-$64.1K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED24,20624,965-759-3%$2.1M$2.0M-$122.8K2026-10-06
Uptick Partners, LLC
INCREASED23,98823,076+912+4%$1.9M$1.9M+$16.5K2026-11-04
Beaumont Financial Advisors, LLC
DECREASED23,96124,621-660-3%$2.0M$1.9M-$114.0K2026-10-22
Zullo Investment Group, Inc.
INCREASED23,85923,410+449+2%$1.9M$1.9M-$21.6K2026-10-20
Sowell Financial Services LLC
INCREASED23,77323,493+280+1%$2.0M$1.9M-$35.4K2026-10-23
Peterson Wealth Management
INCREASED23,66217,246+6,416+37%$1.4M$1.9M+$474.5K2026-11-06
Sage Capital Advisors,llc
DECREASED23,64523,706-610%$2.0M$1.9M-$63.5K2026-10-13
Primoris Wealth Advisors, LLC
DECREASED23,57123,963-392-2%$2.0M$1.9M-$82.7K2026-10-28
HB Wealth Management, LLC
INCREASED23,55220,369+3,183+16%$1.7M$1.9M+$206.2K2026-10-23
Dynamic Advisor Solutions LLC
DECREASED23,19126,602-3,411-13%$2.2M$1.9M-$340.6K2026-10-13
McAdam, LLC
INCREASED23,13221,051+2,081+10%$1.7M$1.9M+$115.7K2026-10-21
Milestone Asset Management, LLC
INCREASED22,7734,431+18,342+414%$368.1K$1.8M+$1.5M2026-10-15
Assetmark, Inc
DECREASED22,61725,468-2,851-11%$2.1M$1.8M-$292.7K2026-10-21
Florida Financial Advisors, LLC
INCREASED22,49014,073+8,417+60%$1.2M$1.8M+$643.8K2026-11-09
Advisor Resource Council
DECREASED22,06926,856-4,787-18%$2.3M$1.8M-$470.1K2026-11-05
Carrera Capital Advisors
INCREASED22,04420,745+1,299+6%$1.7M$1.8M+$53.4K2026-11-03
Shepherd Financial Partners LLC
INCREASED21,94721,875+72+0%$1.8M$1.8M-$48.2K2026-11-03
JBGlobal.com LLC
UNCHANGED21,85021,85000%$1.8M$1.8M-$54.0K2026-10-13
KFG LLC
NEW21,810—+21,810——$1.8M—2026-11-02
Addison Advisors LLC
INCREASED21,73220,225+1,507+7%$1.7M$1.8M+$71.5K2026-11-06
Tritonpoint Wealth, LLC
DECREASED21,59622,402-806-4%$1.9M$1.7M-$120.3K2026-10-19
Choreo, LLC
DECREASED20,87821,888-1,010-5%$1.8M$1.7M-$135.5K2026-10-28
Ledyard National Bank
UNCHANGED20,84520,84500%$1.7M$1.7M-$51.5K2026-10-21
Helium Advisors LLC
INCREASED20,82419,346+1,478+8%$1.6M$1.7M+$71.3K2026-10-23
Harbour Investments, Inc.
DECREASED20,59625,982-5,386-21%$2.2M$1.7M-$498.2K2026-11-09
Outlook Wealth Advisors, LLC
INCREASED20,24414,828+5,416+37%$1.2M$1.6M+$395.0K2026-10-28
Belpointe Asset Management LLC
INCREASED20,15815,117+5,041+33%$1.3M$1.6M+$369.0K2026-11-09
Pine Valley Investments Ltd Liability Co
INCREASED19,75318,028+1,725+10%$1.5M$1.6M+$94.5K2026-11-09
Thrive Capital Management, LLC
INCREASED19,70518,007+1,698+9%$1.5M$1.6M+$92.4K2026-10-28
Climber Capital SA
INCREASED19,57619,210+366+2%$1.6M$1.5M-$96.6K2026-10-20
Integrated Advisors Network LLC
DECREASED19,37819,382-40%$1.6M$1.6M-$48.2K2026-10-20
Affiance Financial, LLC
DECREASED19,23819,243-50%$1.6M$1.6M-$47.9K2026-10-15
M&T Bank Corp
DECREASED19,23222,211-2,979-13%$1.8M$1.6M-$294.6K2026-11-10
JSF Financial, LLC
NEW19,055—+19,055——$1.5M—2026-10-22
Sepio Capital, LP
DECREASED19,02325,515-6,492-25%$2.1M$1.5M-$586.3K2026-10-22
Fairvoy Private Wealth, LLC
DECREASED18,93920,168-1,229-6%$1.7M$1.5M-$148.9K2026-10-19
Meitav Investment House LTD
DECREASED18,54632,758-14,212-43%$2.7M$1.5M-$1.2M2026-10-28
Fluent Financial, LLC
NEW18,472—+18,472——$1.5M—2026-10-13
Pilgrim Partners Asia Pte Ltd
NEW18,250—+18,250——$1.5M—2026-10-29
WestEnd Advisors, LLC
DECREASED18,20626,712-8,506-32%$2.2M$1.5M-$751.6K2026-10-27
Crescent Grove Advisors, LLC
DECREASED18,10918,629-520-3%$1.5M$1.5M-$87.9K2026-10-21
Wealthcare Advisory Partners LLC
DECREASED18,09018,155-650%$1.5M$1.5M-$50.1K2026-10-21
Magnolia Capital Management LTD
DECREASED17,99522,375-4,380-20%$1.9K$1.5K-$4092026-10-09
Verus Capital Partners, LLC
INCREASED17,84517,382+463+3%$1.4M$1.4M-$5.6K2026-11-03
Univest Financial Corp
DECREASED17,82521,360-3,535-17%$1.8M$1.4M-$337.7K2026-11-05
HBW Advisory Services LLC
INCREASED17,10316,573+530+3%$1.4M$1.4M+$1.8K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED16,87821,509-4,631-22%$1.8M$1.4M-$426.4K2026-10-26
Chesapeake Wealth Management
DECREASED16,76617,978-1,212-7%$1.5M$1.4M-$142.1K2026-11-09
Ignite Planners, LLC
INCREASED16,61816,517+101+1%$1.4M$1.2M-$152.3K2026-10-14
Vise Technologies, Inc.
DECREASED16,55617,739-1,183-7%$1.5M$1.3M-$139.1K2026-10-29
Cushing Capital Partners, LLC
DECREASED16,48918,130-1,641-9%$1.5M$1.3M-$177.1K2026-10-20
AdvisorNet Financial, Inc
INCREASED16,4144,838+11,576+239%$401.9K$1.4M+$1.0M2026-10-15
Boltwood Capital Management
INCREASED16,28016,167+113+1%$1.3M$1.3M-$30.8K2026-10-02
Simplicity Wealth,LLC
DECREASED16,27926,198-9,919-38%$2.2M$1.3M-$864.2K2026-10-23
Financial & Tax Architects, LLC
INCREASED16,21614,882+1,334+9%$1.2M$1.3M+$70.8K2026-10-15
Curat Global, LLC
DECREASED16,02353,394-37,371-70%$4.2M$1.3M-$2.9M2026-10-26
Summit Securities Group LLC
INCREASED15,98311,026+4,957+45%$915.9K$1.3M+$372.3K2026-11-05
Integrity Alliance, Llc.
INCREASED15,86314,488+1,375+9%$1.2M$1.3M+$75.0K2026-10-29
StoneX Group Inc.
INCREASED15,83911,559+4,280+37%$959.8K$1.3M+$346.7K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED15,70615,657+49+0%$1.3M$1.3M-$34.7K2026-10-16
Providence First Trust Co
DECREASED15,65719,018-3,361-18%$1.6M$1.3M-$317.9K2026-11-02
Bank of New York Mellon Corp
INCREASED15,5675,908+9,659+163%$490.8K$1.3M+$763.9K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED15,55615,325+231+2%$1.3M$1.3M-$19.2K2026-11-02
MontVue Capital Management, Inc.
DECREASED15,52516,079-554-3%$1.3M$1.3M-$84.4K2026-10-19
Trust Co
INCREASED15,34815,284+64+0%$1.3M$1.2M-$32.6K2026-10-09
Signal Advisors Wealth, LLC
DECREASED15,21727,630-12,413-45%$2.3M$1.2M-$1.1M2026-10-13
Analyst IMS Investment Management Services Ltd.
DECREASED14,98615,006-200%$1.2M$1.2K-$1.2M2026-11-05
Wedmont Private Capital
INCREASED14,92714,323+604+4%$1.2M$1.2M+$40.4K2026-10-09
Colony Family Offices, LLC
UNCHANGED14,86614,86600%$1.2M$1.2M-$36.7K2026-10-22
D.A. Davidson & Co.
INCREASED14,75113,176+1,575+12%$1.1M$1.2M+$94.4K2026-10-28
Miller Global Investments, LLC
NEW14,684—+14,684——$1.2M—2026-10-02
Vertex Investment Solutions Co., Ltd.
UNCHANGED14,60014,60000%$1.2M$1.2M-$36.6K2026-10-19
Midwest Financial Group LLC
DECREASED14,59014,845-255-2%$1.2M$1.2M-$57.2K2026-10-15
Savant Capital, LLC
INCREASED14,55811,827+2,731+23%$992.1K$1.2M+$181.3K2026-11-06
Moors & Cabot, Inc.
INCREASED14,51412,423+2,091+17%$1.0M$1.2M+$137.8K2026-11-06
Cornerstone Capital, Inc.
DECREASED14,48014,684-204-1%$1.2M$1.2M-$52.7K2026-11-10
Diversify Wealth Management, LLC
INCREASED14,45813,756+702+5%$1.2M$1.3M+$79.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED14,45813,756+702+5%$1.2M$1.3M+$79.0K2026-10-20
Guilbault Capital LLC
DECREASED14,36821,089-6,721-32%$1.8M$1.2M-$593.8K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED14,35515,212-857-6%$1.3M$1.2M-$106.6K2026-10-23
Canton Hathaway, LLC
INCREASED14,22213,505+717+5%$1.1M$1.1M+$24.5K2026-10-23
Kellett Wealth Advisors, LLC
NEW14,180—+14,180——$1.1M—2026-10-15
Indivisible Partners
INCREASED14,1136,823+7,290+107%$566.8K$1.1M+$570.7K2026-10-26
Camelot Technology Advisors, Inc.
INCREASED14,11313,326+787+6%$1.1M$1.1M+$30.5K2026-10-09
Bria Capital Group, LLC
INCREASED13,99012,857+1,133+9%$1.1M$1.1M+$59.6K2026-10-22
Bfsg, LLC
DECREASED13,88713,894-70%$1.2M$1.1M-$34.9K2026-10-30
Objective Capital Management, LLC
INCREASED13,77313,466+307+2%$1.1M$1.1M-$8.5K2026-10-13
Banque Pictet & CIE SA
UNCHANGED13,61013,61000%$1.1M$1.1M-$33.6K2026-10-16
Valeo Financial Advisors, LLC
DECREASED13,50013,679-179-1%$1.1M$1.1M-$48.2K2026-10-08
High Note Wealth, LLC
DECREASED13,39614,156-760-5%$1.2M$1.1M-$96.2K2026-10-27
Nations Financial Group Inc,
DECREASED13,37315,407-2,034-13%$1.3M$1.1M-$202.0K2026-11-05
Kanawha Capital Management LLC
UNCHANGED13,32813,32800%$1.1M$1.1M-$32.9K2026-10-19
R2 Capital Strategies, LLC
INCREASED13,29913,246+53+0%$1.1M$1.1M-$28.4K2026-10-15
Alerus Financial NA
DECREASED13,21020,774-7,564-36%$1.7M$1.1M-$661.0K2026-11-09
Weaver Capital Management LLC
DECREASED13,20514,901-1,696-11%$1.2M$1.1M-$157.3K2026-10-15
Central Trust Co
DECREASED13,05613,181-125-1%$1.1M$1.1M-$42.6K2026-11-05
Redwood Financial Network Corp
DECREASED12,88314,629-1,746-12%$1.2M$1.0M-$176.8K2026-11-03
Capital Investment Counsel, LLC
INCREASED12,82711,992+835+7%$996.2K$1.0M+$37.7K2026-10-14
Mechanics Bank Trust Department
DECREASED12,82713,077-250-2%$1.1M$1.0M-$52.5K2026-10-13
Wall Capital Group, Inc.
DECREASED12,76816,471-3,703-22%$1.4M$1.0M-$339.2K2026-10-14
Stackstone Wealth, LLC
NEW12,735—+12,735——$1.0M—2026-10-19
Narus Financial Partners, LLC
INCREASED12,65712,366+291+2%$1.0M$1.0M-$7.1K2026-10-19
Investment Partners, Ltd.
INCREASED12,6006,300+6,300+100%$523.3K$1.0M+$492.2K2026-10-29
Harel Insurance Investments & Financial Services Ltd.
DECREASED12,55612,651-95-1%$1.0M$1.0K-$1.0M2026-11-02
Purus Wealth Management, LLC
DECREASED12,42912,436-70%$1.0M$1.0M-$31.2K2026-10-15
Windsor Capital Management, LLC
DECREASED12,36512,556-191-2%$1.0M$996.7K-$46.4K2026-10-13
MV Capital Management, Inc.
DECREASED12,30313,997-1,694-12%$1.2M$991.6K-$171.1K2026-10-29
Dara Capital US, Inc.
UNCHANGED12,13012,13000%$1.0M$977.7K-$30.0K2026-10-29
South Shore Capital Advisors
INCREASED12,12311,155+968+9%$926.6K$977.1K+$50.5K2026-10-20
Oppenheimer & Co Inc
DECREASED12,09028,987-16,897-58%$2.4M$974.5K-$1.4M2026-10-26
RDA Financial Network
DECREASED12,05512,834-779-6%$1.1M$971.6K-$94.5K2026-10-15
Waldron Private Wealth LLC
INCREASED12,0533,494+8,559+245%$290.2K$971.5K+$681.2K2026-11-02
New Wave Wealth Advisors LLC
DECREASED11,99113,309-1,318-10%$1.1M$1.0M-$96.1K2026-10-19
Telos Capital Management, Inc.
INCREASED11,97511,025+950+9%$915.8K$965.2K+$49.3K2026-11-02
Savior LLC
INCREASED11,85211,726+126+1%$974.1K$955.3K-$18.8K2026-10-13
Silphium Asset Management Ltd
NEW11,700—+11,700——$943.0K—2026-10-27
Golden State Wealth Management, LLC
UNCHANGED11,65911,65900%$968.5K$939.7K-$28.8K2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED11,65811,676-180%$969.9K$939.6K-$30.3K2026-10-16
Personal CFO Solutions, LLC
INCREASED11,5299,393+2,136+23%$780.3K$929.2K+$149.0K2026-11-06
Blue Zone Wealth Advisors, LLC
INCREASED11,25410,233+1,021+10%$850.1K$907.1K+$57.0K2026-10-19
ARS Investment Partners, LLC
INCREASED11,21210,899+313+3%$905.4K$903.7K-$1.7K2026-11-05
Allworth Financial LP
INCREASED11,21211,193+19+0%$929.8K$931.4K+$1.6K2026-11-06
Gradient Capital Advisors, LLC
DECREASED11,13711,377-240-2%$945.1K$897.6K-$47.5K2026-10-21
Duncker Streett & Co Inc
INCREASED11,02510,960+65+1%$910.4K$888.6K-$21.8K2026-10-27
Welch Group, LLC
INCREASED10,9206,280+4,640+74%$521.7K$880.2K+$358.5K2026-10-29
Atlas Capital Advisors Inc.
DECREASED10,85315,724-4,871-31%$1.3M$2.9M+$1.6M2026-11-09
Moulton Wealth Management, Inc
INCREASED10,82310,795+28+0%$897.4K$869.4K-$28.0K2026-10-13
Atria Investments, Inc
DECREASED10,70913,552-2,843-21%$1.1M$863.1K-$262.6K2026-10-15
PFG Advisors
DECREASED10,58212,248-1,666-14%$1.0M$852.9K-$164.5K2026-10-16
First Horizon Corp
DECREASED10,32010,435-115-1%$866.8K$831.8K-$35.0K2026-10-26
Burford Brothers, Inc.
DECREASED10,22310,766-543-5%$894.3K$824.0K-$70.4K2026-10-21
Capital Management Associates, Inc
INCREASED10,1579,645+512+5%$801.2K$818.7K+$17.5K2026-10-20
Bokf, NA
DECREASED10,14110,191-500%$846.6K$817.4K-$29.2K2026-10-27
Parallel Advisors, LLC
DECREASED10,11010,522-412-4%$874.1K$814.9K-$59.3K2026-11-03
MTM Investment Management, LLC
INCREASED10,03810,035+3+0%$833.6K$809.1K-$24.6K2026-10-30
Asset Allocation Strategies LLC
DECREASED10,03211,453-1,421-12%$951.4K$808.6K-$142.8K2026-10-20
Sovran Advisors, LLC
INCREASED10,02210,000+22+0%$870.6K$883.7K+$13.1K2026-11-02
Kornitzer Capital Management Inc
UNCHANGED10,00010,00000%$830.7K$806.0K-$24.7K2026-11-03
Matthew Goff Investment Advisor, LLC
INCREASED9,9509,919+31+0%$824.0K$801.9K-$22.1K2026-10-13
Alterna Wealth Management, Inc
DECREASED9,85611,835-1,979-17%$983.1K$794.4K-$188.7K2026-10-27
Stronghold Wealth Management L.L.C.
DECREASED9,5249,543-190%$792.7K$767.6K-$25.1K2026-10-16
Measured Risk Portfolios, Inc.
INCREASED9,4469,031+415+5%$750.2K$761.4K+$11.2K2026-10-21
Evanson Financial, LLC
INCREASED9,4269,385+41+0%$779.6K$759.8K-$19.8K2026-10-23
IFP Advisors, Inc
INCREASED9,2408,727+513+6%$725.0K$744.7K+$19.8K2026-10-16
Lowe Brockenbrough & Co Inc
DECREASED9,2099,236-270%$767.8K$742.2K-$25.5K2026-11-09
Ascentis Independent Advisors
NEW9,166—+9,166——$739.5K—2026-11-03
TD Waterhouse Canada Inc.
INCREASED9,1589,118+40+0%$759.6K$735.7K-$23.9K2026-10-16
Thoroughbred Financial Services, LLC
UNCHANGED9,0619,06100%$752.0K$730-$751.3K2026-11-09
Hengehold Capital Management LLC
INCREASED9,0469,004+42+0%$748.0K$729.1K-$18.9K2026-10-16
4Wealth Advisors, Inc.
INCREASED8,9528,053+899+11%$679.4K$732.8K+$53.3K2026-10-13
McGuire Investment Group, LLC
INCREASED8,8408,760+80+1%$727.7K$712.5K-$15.2K2026-10-23
GFS Advisors, LLC
INCREASED8,8022,640+6,162+233%$512.4K$709.0K+$196.6K2026-11-03
Capital Advisors, Ltd. LLC
DECREASED8,7239,698-975-10%$806$703-$1032026-10-27
Florida Trust Wealth Management Co
INCREASED8,7076,354+2,353+37%$527.8K$701.8K+$174.0K2026-11-05
Contravisory Investment Management, Inc.
INCREASED8,6978,224+473+6%$683.2K$701.0K+$17.8K2026-10-13
MBA Advisors LLC
INCREASED8,6946,520+2,174+33%$541.6K$700.7K+$159.1K2026-10-29
Great Valley Advisor Group, Inc.
INCREASED8,6696,998+1,671+24%$581.3K$699.2K+$117.9K2026-11-09
Apollon Wealth Management, LLC
INCREASED8,6484,899+3,749+77%$407.0K$697.0K+$290.0K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED8,6418,067+574+7%$680.6K$696.4K+$15.9K2026-10-13
Vestor Capital, LLC
INCREASED8,6321,560+7,072+453%$143$359+$2162026-11-04
Wedbush Securities Inc
DECREASED8,5348,553-190%$711.0K$688-$710.3K2026-10-22
Occidental Asset Management, LLC
INCREASED8,5187,000+1,518+22%$581.5K$686.5K+$105.0K2026-11-05
Bricktown Capital, LLC
UNCHANGED8,5088,50800%$706.8K$685.7K-$21.0K2026-10-13
Prospera Financial Services Inc
INCREASED8,4068,319+87+1%$691.4K$752.0K+$60.6K2026-11-04
High Point Wealth Management, LLC
DECREASED8,4038,655-252-3%$718.9K$677.3K-$41.6K2026-11-05
Gallagher Capital Advisors, LLC
INCREASED8,3868,331+55+1%$692.1K$675.9K-$16.2K2026-10-09
Nuveen, LLC
INCREASED8,2825,151+3,131+61%$427.8K$677.9K+$250.0K2026-11-10
MKT Advisors LLC
INCREASED8,1098,108+1+0%$688.0K$676.4K-$11.6K2026-10-20
JFS Wealth Advisors, LLC
DECREASED7,9278,045-118-1%$668.3K$638.9K-$29.4K2026-11-03
Cullen Capital Management, LLC
DECREASED7,91911,834-3,915-33%$983.1K$638.3K-$344.8K2026-11-10
Nikulski Financial, Inc.
DECREASED7,87310,733-2,860-27%$891.6K$634.6K-$257.0K2026-11-06
Beacon Financial Advisory LLC
DECREASED7,8377,970-133-2%$662.0K$631.7K-$30.4K2026-10-16
TritonPoint Partners, LLC
DECREASED7,82322,402-14,579-65%$1.9M$630.5K-$1.2M2026-11-05
MSH Capital Advisors LLC
DECREASED7,8137,868-55-1%$653.6K$629.7K-$23.9K2026-11-03
Roble, Belko & Company, Inc
UNCHANGED7,7757,77500%$646.0K$627-$645.4K2026-11-09
PW Nova Financial Services LLC
DECREASED7,69510,746-3,051-28%$892.7K$620.2K-$272.5K2026-10-15
Narwhal Capital Management
UNCHANGED7,5807,58000%$629.7K$610.9K-$18.7K2026-11-04
Pinnacle Associates LTD
DECREASED7,5437,685-142-2%$638.4K$608.0K-$30.4K2026-10-20
Plimoth Trust Co LLC
DECREASED7,5398,045-506-6%$668.3K$607.6K-$60.7K2026-10-26
Bessemer Group Inc
DECREASED7,5268,588-1,062-12%$713.0K$606-$712.4K2026-11-09
Wespac Advisors, LLC
NEW7,513—+7,513——$605.5K—2026-10-26
Carret Asset Management, LLC
DECREASED7,4907,684-194-3%$638.3K$603.7K-$34.6K2026-11-04
Capital Square, LLC
INCREASED7,4827,227+255+4%$608.0K$603.1K-$4.9K2026-10-19
Crew Capital Management, Ltd
DECREASED7,47328,025-20,552-73%$2.3M$602.4K-$1.7M2026-10-28
NBT Bank, N.A.
DECREASED7,3547,522-168-2%$624.8K$592.7K-$32.1K2026-10-21
Acropolis Investment Management, LLC
UNCHANGED7,3107,31000%$607.3K$589.2K-$18.1K2026-10-08
Eagle Strategies LLC
INCREASED7,2847,256+28+0%$602.7K$587.1K-$15.6K2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED7,10832,174-25,066-78%$2.7M$572.9K-$2.1M2026-10-16
MMA Asset Management LLC
DECREASED7,0767,200-124-2%$598.1K$570.3K-$27.8K2026-11-02
Koshinski Asset Management, Inc.
DECREASED7,0127,069-57-1%$587.2K$565.2K-$22.0K2026-10-29
Vaughan David Investments LLC
DECREASED6,9697,200-231-3%$598.0K$562-$597.4K2026-11-05
Ashton Thomas Securities, LLC
INCREASED6,9624,154+2,808+68%$345.1K$561.1K+$216.0K2026-10-26
Bangor Savings Bank
DECREASED6,9389,643-2,705-28%$801.0K$559.2K-$241.8K2026-10-06
Wealthstar Advisors, LLC
INCREASED6,7966,417+379+6%$533.1K$547.7K+$14.6K2026-10-19
JBR Co Financial Management Inc
UNCHANGED6,7606,76000%$561.6K$563.1K+$1.6K2026-10-13
International Assets Investment Management, LLC
DECREASED6,6277,969-1,342-17%$663.7K$532.3K-$131.4K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED6,6206,622-20%$550.1K$533.6K-$16.5K2026-10-08
Chicago Trust Co NA
DECREASED6,6198,264-1,645-20%$686.5K$533.5K-$153.0K2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED6,5656,658-93-1%$553.1K$532.1K-$21.0K2026-10-09
Constitution Capital LLC
INCREASED6,4856,185+300+5%$513.8K$522.7K+$8.9K2026-10-23
KG Capital Management
INCREASED6,4536,302+151+2%$523.5K$520.1K-$3.5K2026-10-15
Point Windward Advisors Inc.
INCREASED6,4526,342+110+2%$526.8K$520.0K-$6.8K2026-11-06
Split Creek LLC DBA Split Creek Capital LLC
DECREASED6,3896,780-391-6%$563.2K$515.0K-$48.3K2026-11-02
Trust Point Inc.
UNCHANGED6,3626,36200%$528.5K$512.8K-$15.7K2026-10-27
BCS Wealth Management
DECREASED6,3537,112-759-11%$590.8K$512.0K-$78.7K2026-11-03
Spinnaker Investment Group, LLC
INCREASED6,3356,287+48+1%$522.3K$510.6K-$11.7K2026-10-13
Brighton Jones LLC
INCREASED6,3006,022+278+5%$500.2K$507.8K+$7.6K2026-11-03
First Citizens Financial Corp
INCREASED6,2715,913+358+6%$491.2K$505.4K+$14.3K2026-10-02
Mine & Arao Wealth Creation & Management, Llc.
DECREASED6,2526,499-247-4%$539.8K$503.9K-$35.9K2026-10-29
Lodestone Wealth Management LLC
INCREASED6,2355,440+795+15%$451.9K$502.5K+$50.6K2026-10-14
Asset Management One Co., Ltd.
INCREASED6,2125,691+521+9%$472.8K$500.7K+$27.9K2026-10-27
Perigon Wealth Management, LLC
DECREASED6,1486,423-275-4%$533.6K$495.5K-$38.1K2026-10-22
Lynx Investment Advisory
INCREASED6,1416,107+34+1%$507.3K$494.9K-$12.4K2026-10-27
Platform Technology Partners
DECREASED6,1386,242-104-2%$518.5K$494.7K-$23.8K2026-11-02
D.B. Root & Company, LLC
INCREASED6,1075,297+810+15%$440.0K$492.2K+$52.2K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED6,1027,725-1,623-21%$641.7K$491.9K-$149.8K2026-11-04
Integral Investment Advisors, Inc.
INCREASED6,0646,062+2+0%$503.5K$488.7K-$14.8K2026-11-03
Level Four Advisory Services, LLC
DECREASED6,0326,181-149-2%$513.5K$486.2K-$27.3K2026-11-06
North Star Investment Management Corp.
INCREASED5,9975,984+13+0%$497.1K$483.4K-$13.7K2026-10-27
MGO One Seven LLC
DECREASED5,9206,225-305-5%$517.1K$477.1K-$40.0K2026-10-28
Legacies Wealth LLC
UNCHANGED5,8825,88200%$488.6K$474.1K-$14.5K2026-11-02
Brindle & Bay Financial Advisors, LLC
DECREASED5,8346,049-215-4%$502.5K$470.2K-$32.2K2026-10-15
Allen Investment Management, LLC
UNCHANGED5,8135,81300%$482.9K$468.5K-$14.4K2026-11-03
Argent Trust Co
DECREASED5,7615,888-127-2%$489.1K$464.3K-$24.8K2026-11-09
Vilga Financial Planning LLC
INCREASED5,6835,341+342+6%$443.7K$458.1K+$14.4K2026-10-09
Fjell Capital, LLC
DECREASED5,6545,739-85-1%$476.7K$455.7K-$21.0K2026-10-13
Fiduciary Alliance LLC
DECREASED5,4976,187-690-11%$514.0K$443.0K-$70.9K2026-10-13
Appleton Partners Inc
INCREASED5,4154,855+560+12%$403.0K$436-$402.6K2026-10-30
Rockingstone Advisors LLC
DECREASED5,3865,886-500-8%$488.9K$434.1K-$54.8K2026-10-16
Roberts Wealth Advisors, LLC
DECREASED5,3825,830-448-8%$484.3K$433.8K-$50.5K2026-10-14
Financial Partners Group, Inc
INCREASED5,2745,263+11+0%$437.2K$425.1K-$12.1K2026-10-19
Factory Mutual Insurance Co
DECREASED5,2005,700-500-9%$473.5K$419.1K-$54.4K2026-10-30
Cdkv Holdings LLC
INCREASED5,1585,154+4+0%$428.2K$415.8K-$12.4K2026-10-28
Bailard, Inc.
INCREASED5,1504,727+423+9%$392.7K$415.1K+$22.5K2026-10-13
Soltis Investment Advisors LLC
DECREASED5,1295,255-126-2%$436.5K$413.4K-$23.1K2026-10-28
S&A Financial Services, Inc.
INCREASED5,0795,046+33+1%$419.1K$409.3K-$9.8K2026-11-03
LongView Wealth Management
INCREASED5,0195,011+8+0%$416.2K$404.5K-$11.7K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED4,9525,609-657-12%$465.9K$399.2K-$66.8K2026-11-05
Harrell Investment Partners, LLC
INCREASED4,9384,920+18+0%$408.7K$398.0K-$10.7K2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED4,9294,928+1+0%$409.3K$397.3K-$12.1K2026-11-02
Visionary Wealth Advisors
INCREASED4,9043,826+1,078+28%$317.9K$395.2K+$77.4K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED4,9012,658+2,243+84%$220.8K$395.1K+$174.3K2026-10-22
Romano Brothers and Company
DECREASED4,9005,100-200-4%$423.7K$394.9K-$28.7K2026-10-22
SL Advisors, LLC
INCREASED4,8644,862+2+0%$403.9K$392.1K-$11.8K2026-10-13
Fortis Capital Advisors, LLC
NEW4,846—+4,846——$390.6K—2026-11-09
Asset Advisors Investment Management, LLC
DECREASED4,8425,149-307-6%$427.7K$390.3K-$37.4K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED4,7354,721+14+0%$392.2K$381.6K-$10.5K2026-10-27
Whitener Capital Management, Inc.
INCREASED4,7084,623+85+2%$384.0K$379.5K-$4.6K2026-10-15
Swmg, LLC
DECREASED4,6954,750-55-1%$396.3K$422.5K+$26.3K2026-10-23
XY Planning Network, Inc.
INCREASED4,6944,282+412+10%$355.7K$378.3K+$22.6K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED4,6647,008-2,344-33%$582.2K$375.9K-$206.2K2026-10-21
Mlp3, LLC
INCREASED4,6584,652+6+0%$386.4K$375.5K-$11.0K2026-10-22
Miramontes Capital, LLC
INCREASED4,6574,094+563+14%$340.1K$375.4K+$35.3K2026-10-19
Founders Grove Wealth Partners, LLC
DECREASED4,6506,660-2,010-30%$553.2K$374.8K-$178.5K2026-10-16
Israel Discount Bank of New York
DECREASED4,6414,821-180-4%$400.5K$374.1K-$26.4K2026-10-14
Cornerstone Wealth Group, LLC
DECREASED4,6375,227-590-11%$434.2K$373.7K-$60.5K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED4,6304,784-154-3%$397.4K$373.2K-$24.2K2026-10-13
CWA Asset Management Group, LLC
DECREASED4,6214,671-50-1%$388.0K$372.5K-$15.6K2026-10-19
Rockland Trust Co
DECREASED4,6058,927-4,322-48%$741.6K$371.2K-$370.4K2026-10-05
Mission Wealth Management, LP
DECREASED4,5955,266-671-13%$437.4K$370.4K-$67.1K2026-10-15
SBI Securities Co., Ltd.
DECREASED4,5934,826-233-5%$400.9K$370.2K-$30.7K2026-10-22
Plan Group Financial, LLC
INCREASED4,5893,589+1,000+28%$298.1K$402.7K+$104.6K2026-10-22
Hopwood Financial Services, Inc.
INCREASED4,5794,482+97+2%$372.3K$369.1K-$3.2K2026-10-29
Lanark Financial, Inc.
DECREASED4,5785,903-1,325-22%$490.4K$369.0K-$121.4K2026-10-26
Trust Co of Oklahoma
DECREASED4,5754,700-125-3%$390.4K$368.7K-$21.7K2026-10-15
Quadcap Wealth Management, LLC
UNCHANGED4,5644,56400%$379.1K$367.9K-$11.3K2026-11-02
Lake Street Private Wealth, LLC
DECREASED4,5464,781-235-5%$397.2K$366.4K-$30.7K2026-10-22
Balboa Wealth Partners
INCREASED4,5204,475+45+1%$371.7K$364.3K-$7.4K2026-10-20
Buck Wealth Strategies, LLC
INCREASED4,5034,258+245+6%$353.7K$363.0K+$9.2K2026-10-28
United Advisor Group, LLC
INCREASED4,4724,087+385+9%$339.5K$360.5K+$21.0K2026-11-03
First Nebraska Trust Co
UNCHANGED4,4594,45900%$370.4K$359.4K-$11.0K2026-10-30
St. Johns Investment Management Company, LLC
INCREASED4,4413,920+521+13%$325.6K$357.9K+$32.3K2026-10-30
Clear Creek Financial Management, LLC
INCREASED4,4044,346+58+1%$361.0K$354.9K-$6.1K2026-10-28
Grantvest Financial Group LLC
INCREASED4,3894,283+106+2%$355.8K$353.7K-$2.1K2026-10-21
Klingman & Associates, LLC
DECREASED4,3514,580-229-5%$380.5K$350.7K-$29.8K2026-10-20
Ring Mountain Capital, LLC
DECREASED4,3484,757-409-9%$395.2K$350.4K-$44.7K2026-10-13
Nfsg Corp
INCREASED4,3434,342+1+0%$360.7K$350.0K-$10.6K2026-10-15
Orser Capital Management, LLC
UNCHANGED4,3204,32000%$506.7K$470.2K-$36.5K2026-10-13
Karnit Road Accident Victims Compensation Fund
NEW4,300—+4,300——$346.6K—2026-11-04
Cornerstone National Bank & Trust Co
INCREASED4,1833,657+526+14%$304.6K$336.0K+$31.4K2026-10-20
Ameraudi Asset Management, Inc.
DECREASED4,1284,838-710-15%$401.9K$332.7K-$69.2K2026-11-05
Gerald Baker Financial Group LLC
INCREASED4,1104,083+27+1%$339.2K$331.2K-$7.9K2026-10-09
M.E. Allison & Co., Inc.
INCREASED4,0824,081+1+0%$339.0K$329.0K-$10.0K2026-10-09
Peoples Bank
UNCHANGED4,0464,04600%$336.1K$326.1K-$10.0K2026-10-09
Csenge Advisory Group
DECREASED4,0084,434-426-10%$368.3K$323.0K-$45.3K2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED4,0004,00000%$332.3K$322.4K-$9.9K2026-11-03
First National Trust Co
DECREASED3,9564,405-449-10%$365.9K$318.9K-$47.1K2026-10-28
Lynch & Associates
DECREASED3,9503,982-32-1%$330.8K$318.4K-$12.4K2026-10-13
Certified Advisory Corp
DECREASED3,9284,251-323-8%$353.1K$316.6K-$36.5K2026-10-29
Regions Financial Corp
INCREASED3,8933,378+515+15%$280.6K$313.8K+$33.2K2026-11-05
YHB Investment Advisors, Inc.
INCREASED3,8913,881+10+0%$322.4K$313.6K-$8.8K2026-10-08
Simon Quick Advisors, LLC
INCREASED3,8423,743+99+3%$310.9K$309.7K-$1.3K2026-10-26
Cypress Wealth Services, LLC
INCREASED3,8403,838+2+0%$318.9K$314.1K-$4.7K2026-10-21
HT Partners LLC
UNCHANGED3,8243,82400%$317.7K$308.2K-$9.4K2026-10-20
MBE Wealth Management, LLC
INCREASED3,8233,682+141+4%$305.9K$308.1K+$2.3K2026-10-26
Wealth Effects LLC
DECREASED3,8223,942-120-3%$327.5K$308.0K-$19.4K2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED3,7493,913-164-4%$325.1K$302.2K-$22.9K2026-11-03
Smith Salley Wealth Management
UNCHANGED3,7433,74300%$310.9K$301.7K-$9.2K2026-11-03
Accel Wealth Management
DECREASED3,7383,852-114-3%$320.0K$301.3K-$18.7K2026-10-13
Castle Rock Wealth Management, LLC
INCREASED3,7233,689+34+1%$307.3K$304.5K-$2.8K2026-10-09
Pettinga Financial Advisors LLC
DECREASED3,6758,270-4,595-56%$687.0K$296.2K-$390.8K2026-10-13
Cullen T Bankers, Inc.
DECREASED3,6524,832-1,180-24%$401.4K$294.4K-$107.0K2026-10-28
JB Capital LLC
DECREASED3,6203,720-100-3%$309.0K$291.7K-$17.3K2026-10-19
Vanguard Capital Wealth Advisors
DECREASED3,60819,263-15,655-81%$1.6M$290.7K-$1.3M2026-10-16
Tannin Capital LLC
DECREASED3,5943,600-60%$299.1K$289.7K-$9.4K2026-11-05
Costello Asset Management, Inc
INCREASED3,5723,570+2+0%$296.5K$287.9K-$8.6K2026-10-30
Tucker Asset Management LLC
INCREASED3,5083,476+32+1%$288.8K$282.8K-$6.0K2026-10-29
Coldstream Capital Management Inc
DECREASED3,5033,530-27-1%$293.2K$282.3K-$10.9K2026-11-09
Guyasuta Investment Advisors Inc
INCREASED3,5003,467+33+1%$288.0K$282.1K-$6.0K2026-10-15
Ipsen Advisor Group LLC
INCREASED3,4783,457+21+1%$287.2K$280.4K-$6.8K2026-10-29
Warner Financial, Inc
UNCHANGED3,4133,41300%$283.5K$275.1K-$8.4K2026-11-06
Leuthold Group, LLC
NEW3,404—+3,404——$274.4K—2026-11-04
Confluence Wealth Services, Inc.
UNCHANGED3,3963,39600%$282.1K$273.7K-$8.4K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED3,3913,501-110-3%$290.8K$273.3K-$17.5K2026-10-23
University of Texas S AM Investment Management Co
DECREASED3,3783,462-84-2%$287.6K$272.3K-$15.3K2026-11-03
Novem Group
INCREASED3,3753,107+268+9%$258.1K$272.1K+$13.9K2026-10-19
Bridges Investment Management Inc
NEW3,367—+3,367——$271.4K—2026-11-10
Joseph P. Lucia & Associates, LLC
UNCHANGED3,3593,35900%$279.0K$270.7K-$8.3K2026-10-30
Flaharty Asset Management, LLC
DECREASED3,3553,599-244-7%$305.9K$270.2K-$35.7K2026-11-02
VCI Wealth Management LLC
DECREASED3,3495,669-2,320-41%$470.9K$269.9K-$201.0K2026-10-29
Gallacher Capital Management LLC
DECREASED3,3224,764-1,442-30%$395.8K$267.7K-$128.0K2026-10-30
Fourpath Capital Management, LLC
INCREASED3,3203,129+191+6%$259.9K$267.6K+$7.7K2026-10-19
Fiscal Wisdom Wealth Management, LLC
INCREASED3,3132,849+464+16%$236.7K$267.0K+$30.4K2026-10-16
Daymark Wealth Partners, LLC
INCREASED3,2913,034+257+8%$252.1K$265.3K+$13.2K2026-11-04
Quadrant Private Wealth Management, LLC
DECREASED3,2824,173-891-21%$346.7K$264.5K-$82.2K2026-11-04
Montecito Bank & Trust
INCREASED3,2653,175+90+3%$263.7K$263.2K-$5882026-10-01
Key Client Fiduciary Advisors, LLC
INCREASED3,2623,241+21+1%$269.2K$262.9K-$6.3K2026-10-19
Obsidian CIO, LLC
DECREASED3,2203,229-90%$268.2K$259.6K-$8.6K2026-11-05
Mainstream Capital Management LLC
UNCHANGED3,2133,21300%$266.9K$259.0K-$7.9K2026-10-23
One Day In July LLC
UNCHANGED3,1753,17500%$263.7K$255.9K-$7.8K2026-10-30
Strategic Blueprint, LLC
UNCHANGED3,1703,17000%$263.3K$255.5K-$7.8K2026-10-22
AUA Capital Management, LLC
UNCHANGED3,1693,16900%$263.2K$255.4K-$7.8K2026-10-15
Argyle Capital Partners, LLC
INCREASED3,1653,150+15+0%$261.7K$255.1K-$6.6K2026-10-23
Fiduciary Financial Group, LLC
NEW3,147—+3,147——$253.6K—2026-10-13
Institute for Wealth Management, Llc.
INCREASED3,1472,841+306+11%$236.0K$253.6K+$17.6K2026-11-06
Straight Path Wealth Management
INCREASED3,1212,980+141+5%$247.5K$251.6K+$4.1K2026-10-23
Aurora Private Wealth, Inc.
INCREASED3,1183,116+2+0%$259.0K$251-$258.7K2026-10-20
Sava Infond d.o.o.
UNCHANGED3,0953,09500%$257.1K$249.5K-$7.6K2026-10-28
Auour Investments LLC
DECREASED3,0913,365-274-8%$279.5K$249.1K-$30.4K2026-10-28
Chilton Capital Management LLC
UNCHANGED3,0913,09100%$256.8K$249.1K-$7.6K2026-10-28
Thompson Davis & Co., Inc.
UNCHANGED3,0903,09000%$256.7K$249.1K-$7.6K2026-11-05
Retirement Planning Co of New England, Inc.
INCREASED3,0793,074+5+0%$255.3K$248.2K-$7.1K2026-10-15
Private Trust Co NA
INCREASED3,0462,975+71+2%$247.1K$245.5K-$1.6K2026-10-20
Strive Financial Group,LLC
DECREASED3,0404,362-1,322-30%$362.4K$245.0K-$117.3K2026-11-09
SeaCrest Wealth Management, LLC
DECREASED3,0223,126-104-3%$259.7K$243.5K-$16.1K2026-10-21
AlphaStar Capital Management, LLC
DECREASED3,0063,087-81-3%$256.4K$242.2K-$14.2K2026-10-16
Schear Investment Advisers, LLC
NEW3,002—+3,002——$241.9K—2026-10-14
Tempo Wealth, LLC
INCREASED3,0022,989+13+0%$248.3K$241.9K-$6.4K2026-10-14
Clear Retirement Advice LLC
UNCHANGED3,0003,00000%$249.2K$241.8K-$7.4K2026-10-22
Private Management Group Inc
UNCHANGED3,0003,00000%$249.2K$241.8K-$7.4K2026-11-04
Sound Income Strategies, LLC
INCREASED2,9892,929+60+2%$243.3K$249.3K+$6.0K2026-10-09
Hardy Reed LLC
UNCHANGED2,9562,95600%$245.6K$238.3K-$7.3K2026-11-06
Saxony Capital Management, LLC
INCREASED2,9532,865+88+3%$238.0K$238.0K+$92026-10-15
Great Lakes Advisors, LLC
NEW2,947—+2,947——$237.6K—2026-11-06
Maltin Wealth Management, Inc.
INCREASED2,9472,932+15+1%$243.6K$237.5K-$6.1K2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED2,9333,058-125-4%$254.0K$236.3K-$17.7K2026-11-05
Joel Isaacson & Co., LLC
INCREASED2,9292,752+177+6%$228.6K$236.0K+$7.5K2026-11-05
Destiny Wealth Partners, LLC
UNCHANGED2,9262,92600%$248.9K$265.8K+$16.9K2026-11-05
LexAurum Advisors, LLC
NEW2,922—+2,922——$235.5K—2026-10-19
Family Investment Center, Inc.
DECREASED2,8873,167-280-9%$263.1K$232.7K-$30.4K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED2,8622,86200%$237.7K$230.7K-$7.1K2026-10-15
Chicago Partners Investment Group LLC
DECREASED2,8485,062-2,214-44%$421.2K$251.3K-$169.9K2026-10-27
Titleist Asset Management, LLC
NEW2,845—+2,845——$229.3K—2026-10-08
Arrow Financial Corp
UNCHANGED2,8362,83600%$235.6K$228.6K-$7.0K2026-10-26
Indiana Trust & Investment Management Co
INCREASED2,797362+2,435+673%$30.1K$225.4K+$195.4K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED2,7782,761+17+1%$229.7K$231.7K+$2.0K2026-10-13
USA Financial Formulas
NEW2,771—+2,771——$223.3K—2026-10-16
Seamount Financial Group Inc
DECREASED2,7662,991-225-8%$248.5K$222.9K-$25.5K2026-10-21
Legacy Private Trust Co.
UNCHANGED2,7612,76100%$229.4K$222.5K-$6.8K2026-10-06
Blue Trust, Inc.
INCREASED2,7521,987+765+39%$165.1K$221.8K+$56.7K2026-10-15
Patton Albertson Miller Group, LLC
UNCHANGED2,7352,73500%$227.2K$220.4K-$6.8K2026-10-26
Avantax Planning Partners, Inc.
NEW2,726—+2,726——$219.7K—2026-11-03
WealthBridge Capital Management, LLC
INCREASED2,7212,720+1+0%$226.0K$219.3K-$6.7K2026-10-16
Bryn Mawr Trust Advisors, LLC
UNCHANGED2,7072,70700%$224.9K$218.2K-$6.7K2026-11-04
Lyell Wealth Management, LP
DECREASED2,7022,852-150-5%$236.9K$217.8K-$19.1K2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED2,6982,69800%$224.1K$217.5K-$6.7K2026-10-16
Raab & Moskowitz Asset Management LLC
UNCHANGED2,6872,68700%$223.2K$216.6K-$6.6K2026-11-02
VestGen Advisors, LLC
DECREASED2,6863,082-396-13%$256.0K$216.5K-$39.5K2026-10-27
Creative Financial Designs Inc
DECREASED2,6565,092-2,436-48%$423.0K$214.1K-$208.9K2026-11-04
Commonwealth Financial Services, LLC
INCREASED2,6312,624+7+0%$218.0K$212.1K-$5.9K2026-10-20
Howland Capital Management LLC
NEW2,625—+2,625——$211.6K—2026-10-22
Kagan Cocozza Asset Management
INCREASED2,6242,592+32+1%$215.3K$211.5K-$3.8K2026-10-19
Victory Financial Group, LLC
NEW2,621—+2,621——$211.3K—2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED2,6092,610-10%$216.8K$210.3K-$6.5K2026-11-02
Laraway Financial Advisors Inc
INCREASED2,5992,445+154+6%$203.1K$209.5K+$6.4K2026-11-09
Gateway Investment Advisers LLC
NEW2,592—+2,592——$208.9K—2026-10-13
Lpwm LLC
UNCHANGED2,5482,54800%$211.7K$205.4K-$6.3K2026-10-20
Rede Wealth, LLC
UNCHANGED2,5462,54600%$211.5K$205.2K-$6.3K2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW2,520—+2,520——$202.4K—2026-10-15
Econ Financial Services Corp
DECREASED2,50636,101-33,595-93%$3.0M$202.0K-$2.8M2026-10-19
Friday Financial
UNCHANGED2,5002,50000%$212.2K$200.8K-$11.3K2026-10-09
Mizuho Markets Americas LLC
NEW2,489—+2,489——$200.6K—2026-11-09
Bulwark Capital Corp
UNCHANGED2,4712,47100%$205.3K$199.2K-$6.1K2026-10-13
Encompass More Asset Management
DECREASED2,4143,769-1,355-36%$313.1K$194.5K-$118.6K2026-10-16
Roman Butler Fullerton & Co
NEW2,402—+2,402——$209.5K—2026-10-27
Rossby Financial, LCC
INCREASED2,3971,973+424+21%$163.9K$193.2K+$29.3K2026-11-05
Community Bank, N.A.
UNCHANGED2,3102,31000%$191.9K$186.2K-$5.7K2026-11-06
Nvwm, LLC
DECREASED2,2672,270-30%$188.6K$182.7K-$5.8K2026-10-14
Latitude Advisors, LLC
NEW2,258—+2,258——$182.0K—2026-10-27
Nova Financial LLC
NEW2,223—+2,223——$179.2K—2026-11-04
IAG Wealth Partners, LLC
INCREASED2,2171,607+610+38%$133.5K$178.7K+$45.2K2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED2,1922,19200%$182.1K$176.7K-$5.4K2026-10-27
Bullock Wealth Management Group
DECREASED2,0842,103-19-1%$175.2K$167.4K-$7.7K2026-10-09
Geneos Wealth Management Inc.
DECREASED2,0533,237-1,184-37%$268.9K$165.4K-$103.4K2026-11-09
Y.D. More Investments Ltd
DECREASED1,8902,990-1,100-37%$247.4K$151.8K-$95.7K2026-11-02
Triumph Capital Management
DECREASED1,8781,901-23-1%$157.9K$151.4K-$6.5K2026-10-14
Angeles Wealth Management, LLC
INCREASED1,8671,801+66+4%$149.6K$150.5K+$8712026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED1,8541,85400%$154.0K$149.4K-$4.6K2026-10-15
EPG Wealth Management LLC
INCREASED1,7701,763+7+0%$146.4K$142.7K-$3.8K2026-11-03
Financial Perspectives, Inc
UNCHANGED1,7641,76400%$146.5K$142.1K-$4.4K2026-11-03
Caldwell Trust Co
UNCHANGED1,7351,73500%$144.1K$139.8K-$4.3K2026-10-30
Tsfg, LLC
DECREASED1,7331,757-24-1%$146.0K$140-$145.9K2026-10-23
Mather Group, Llc.
INCREASED1,728328+1,400+427%$27.2K$139.3K+$112.0K2026-10-14
Independence Bank of Kentucky
UNCHANGED1,6561,65600%$137.6K$133.5K-$4.1K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED1,6351,63500%$135.8K$131.8K-$4.0K2026-10-27
Elevated Capital Advisors, LLC
DECREASED1,6041,608-40%$133.6K$129.3K-$4.3K2026-11-04
JTC Employer Solutions Trustee Ltd
UNCHANGED1,6001,60000%$133.0K$136-$132.9K2026-11-09
Montag A & Associates Inc
DECREASED1,5831,603-20-1%$133.2K$127.6K-$5.6K2026-10-29
SouthState Bank Corp
DECREASED1,5711,685-114-7%$140.0K$126.6K-$13.4K2026-11-09
Russell Investments Group, Ltd.
INCREASED1,5161,474+42+3%$122.5K$122.2K-$2312026-11-06
Financial Management Professionals, Inc.
INCREASED1,463392+1,071+273%$32.6K$117.9K+$85.3K2026-10-23
Manchester Capital Management LLC
UNCHANGED1,4001,40000%$116.3K$112.8K-$3.5K2026-10-22
Caldwell Sutter Capital, Inc.
INCREASED1,3601,283+77+6%$106.6K$109.6K+$3.0K2026-11-09
TD Private Client Wealth LLC
INCREASED1,346889+457+51%$73.8K$108.5K+$34.6K2026-10-28
City Holding Co
UNCHANGED1,3421,34200%$111.5K$108.2K-$3.3K2026-10-19
Abound Wealth Management
INCREASED1,3381,300+38+3%$108.0K$107.9K-$1252026-10-26
Byrne Asset Management LLC
DECREASED1,3291,334-50%$110.8K$106.8K-$4.1K2026-10-06
First United Bank & Trust
UNCHANGED1,3171,31700%$109.4K$106.2K-$3.3K2026-10-22
UMB Bank, n.a.
UNCHANGED1,2391,23900%$102.9K$99.9K-$3.1K2026-11-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,2071,20700%$100.3K$97.3K-$3.0K2026-10-15
Capital Investment Counsel, Inc
UNCHANGED1,2001,20000%$99.7K$96.7K-$3.0K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED1,1931,171+22+2%$97.3K$96.1K-$1.2K2026-11-04
City State Bank
UNCHANGED1,1251,12500%$93.5K$90.7K-$2.8K2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED1,0691,06900%$88.8K$86.2K-$2.6K2026-10-21
Root Financial Partners, LLC
NEW1,048—+1,048——$84.5K—2026-10-21
Creative Capital Management Investments LLC
UNCHANGED1,0141,01400%$84.2K$81.7K-$2.5K2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED1,0071,107-100-9%$92.0K$81.2K-$10.8K2026-10-05
Advanced Asset Management Advisors Inc
UNCHANGED96396300%$80.0K$77.7K-$2.4K2026-10-20
Trust Co of Vermont
UNCHANGED95095000%$78.9K$76.6K-$2.3K2026-10-21
Clearstead Advisors, LLC
UNCHANGED94994900%$78.8K$76.5K-$2.3K2026-11-06
Country Trust Bank
DECREASED9461,197-251-21%$99.4K$76.2K-$23.2K2026-10-30
Finley Financial, LLC
UNCHANGED94594500%$78.5K$75.9K-$2.6K2026-10-28
Activest Wealth Management
INCREASED94446+898+1952%$3.8K$76.1K+$72.3K2026-10-15
Three Bridge Wealth Advisors, LLC
NEW918—+918——$74.0K—2026-11-05
Realta Investment Advisors
INCREASED907651+256+39%$54.1K$73.1K+$19.1K2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED90090000%$74.8K$72.5K-$2.2K2026-10-15
Sherman Asset Management, Inc.
DECREASED8936,904-6,011-87%$573.5K$72.0K-$501.5K2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED89289200%$74.1K$71.9K-$2.2K2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED881880+1+0%$73.1K$71.0K-$2.1K2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED879814+65+8%$67.6K$70.8K+$3.2K2026-10-30
Heritage Family Offices, LLP
NEW854—+854——$68.8K—2026-11-02
Asset Dedication, LLC
DECREASED854907-53-6%$75.3K$68.8K-$6.5K2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED850610+240+39%$50.7K$68.5K+$17.8K2026-10-19
PlanVest Financial, Inc
UNCHANGED81981900%$68.1K$66.1K-$2.0K2026-11-09
Highland Investment Advisors LLC
UNCHANGED80680600%$67.0K$65.0K-$2.0K2026-11-09
Clayton Financial Group LLC
NEW789—+789——$63.6K—2026-10-13
Paladin Advisory Group, LLC
UNCHANGED78478400%$65.1K$63.2K-$1.9K2026-11-09
Bank of New Hampshire
DECREASED7751,375-600-44%$114.2K$62.5K-$51.8K2026-10-06
Beacon Investment Advisory Services, Inc.
UNCHANGED76976900%$63.9K$62.0K-$1.9K2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED768818-50-6%$30.0K$62-$30.0K2026-11-04
Oakworth Capital, Inc.
DECREASED744755-11-1%$62.7K$60.0K-$2.8K2026-10-26
Compass Financial Management LLC
DECREASED7371,029-292-28%$85.5K$59.4K-$26.1K2026-10-30
Valley Wealth Managers, Inc.
INCREASED707337+370+110%$28.0K$57.0K+$29.0K2026-10-09
Archer Investment Corp
INCREASED700596+104+17%$49.5K$56.4K+$6.9K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED69069000%$57.3K$55.6K-$1.7K2026-10-20
Portfolio Resources Advisor Group, Inc.
UNCHANGED69069000%$57.3K$55.6K-$1.7K2026-10-20
WPG Advisers, LLC
UNCHANGED67567500%$56.1K$54.4K-$1.7K2026-10-27
Adirondack Trust Co
INCREASED656515+141+27%$42.8K$52.9K+$10.1K2026-10-14
Axiom Investment Management LLC
DECREASED64919,689-19,040-97%$1.6M$52.3K-$1.6M2026-11-03
Barrett & Company, Inc.
UNCHANGED64864800%$53.8K$52.2K-$1.6K2026-10-22
Godfrey Financial Associates, Inc.
DECREASED636649-13-2%$53.9K$51.2K-$2.7K2026-11-10
Tower View Wealth Management LLC
INCREASED574571+3+1%$47.4K$46.3K-$1.1K2026-10-23
Financial Consulate, Inc
DECREASED562607-45-7%$50.4K$45.3K-$5.1K2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED55555500%$46.1K$44.7K-$1.4K2026-10-13
Valley National Advisers Inc
UNCHANGED54554500%$45.3K$43.9K-$1.3K2026-10-23
Armor Investment Advisors, LLC
UNCHANGED51351300%$42.6K$41.3K-$1.3K2026-10-27
Pittenger & Anderson Inc
UNCHANGED48048000%$39.9K$38.7K-$1.2K2026-11-02
Davis Capital Management
UNCHANGED47047000%$39.0K$37.9K-$1.2K2026-10-08
Nemes Rush Group LLC
INCREASED467466+1+0%$38.7K$37.6K-$1.1K2026-11-04
StrongBox Wealth, LLC
INCREASED460457+3+1%$38.0K$37.2K-$8892026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED45745700%$38.0K$36.8K-$1.1K2026-10-09
Founders Financial Alliance, LLC
DECREASED438730-292-40%$60.6K$35.3K-$25.3K2026-11-10
United Community Bank
UNCHANGED42042000%$34.9K$33.9K-$1.0K2026-10-28
Mascoma Wealth Management LLC
UNCHANGED41541500%$34.5K$33.4K-$1.0K2026-10-23
Piscataqua Savings Bank
UNCHANGED40540500%$33.6K$32.6K-$9952026-10-21
Physician Wealth Advisors, Inc.
INCREASED403401+2+1%$33.3K$32.5K-$7782026-10-20
Gamma Investing LLC
INCREASED398289+109+38%$24.0K$32.1K+$8.1K2026-10-08
Pacific Center for Financial Services
UNCHANGED39839800%$33.1K$32.1K-$9832026-10-15
Key FInancial Inc
UNCHANGED39239200%$32.6K$31.6K-$9682026-11-02
Coston, McIsaac & Partners
INCREASED375373+2+1%$31.0K$30.3K-$7322026-11-06
Downshift Financial, LLC
UNCHANGED35235200%$29.2K$28.4K-$8702026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED35135100%$29.2K$28.3K-$8672026-11-03
Madden Securities Corp
NEW350—+350——$28.2K—2026-10-27
Pacifica Partners Inc.
UNCHANGED34534500%$29.3K$27.7K-$1.6K2026-10-09
Biltmore Family Office, LLC
INCREASED342320+22+7%$26.6K$27.6K+$9832026-11-03
Farmers & Merchants Investments Inc
UNCHANGED33833800%$28.1K$27.2K-$8352026-10-22
Phillips Financial Management, LLC
UNCHANGED33033000%$27.4K$26.6K-$8152026-10-19
Foresight Capital Management Advisors, Inc.
NEW326—+326——$26.3K—2026-10-27
NBH Bank
UNCHANGED32532500%$27.0K$26.2K-$8032026-11-05
Birch Financial Group, LLC
NEW321—+321——$25.9K—2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED30530500%$25.3K$24.6K-$7532026-11-03
Rice Partnership, LLC
UNCHANGED30230200%$25.1K$24.3K-$7462026-11-09
Global Trust Asset Management, LLC
UNCHANGED30030000%$24.9K$24.2K-$7412026-10-19
Strengthening Families & Communities, LLC
INCREASED294292+2+1%$24.3K$23.7K-$5672026-10-21
BankChampaign, National Association
UNCHANGED28828800%$23.9K$23.2K-$7112026-10-19
Signature Equity Partners, LLC
INCREASED277173+104+60%$14.4K$22.3K+$7.9K2026-10-29
Provenance Wealth Advisors, LLC
NEW272—+272——$21.9K—2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED26926900%$22.3K$21.7K-$6642026-10-23
DT Investment Partners, LLC
NEW261—+261——$21.0K—2026-10-27
Balance Wealth Partners LLC
NEW260—+260——$21.0K—2026-10-27
Monetary Solutions, Ltd
UNCHANGED25825800%$21.4K$20.8K-$6372026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2501,383-1,133-82%$114.9K$20.2K-$94.7K2026-10-14
Community Financial Services Group, LLC
UNCHANGED25025000%$20.8K$20.1K-$7422026-10-15
Next Level Wealth Planning, LLC
NEW237—+237——$19.1K—2026-10-29
Blueline Advisors LLC
DECREASED237325-88-27%$27.0K$19.1K-$7.9K2026-10-15
N.E.W. Advisory Services LLC
UNCHANGED23423400%$19.4K$18.9K-$5202026-11-09
Cardiff Park Advisors, LLC
INCREASED23055+175+318%$4.6K$18.5K+$14.0K2026-11-09
Sage Mountain Advisors LLC
UNCHANGED22322300%$18.5K$18.0K-$5512026-11-02
Pathway Financial Advisers, LLC
NEW218—+218——$17.5K—2026-10-27
Eukles Asset Management
UNCHANGED21821800%$18.1K$17.6K-$5392026-11-04
Hantz Financial Services, Inc.
INCREASED217203+14+7%$17.0K$17-$17.0K2026-11-09
Peoples Financial Services Corp.
UNCHANGED21621600%$17.9K$17.4K-$5312026-10-20
Mondrian Investment Partners LTD
NEW209—+209——$18.2K—2026-10-23
Southern Michigan Bank & Trust
UNCHANGED20020000%$16.6K$16.1K-$4942026-10-19
Advantage Trust Co
UNCHANGED20020000%$16.6K$16.1K-$4942026-10-19
Register Financial Advisors LLC
UNCHANGED19519500%$16.2K$15.7K-$4822026-10-23
Friedenthal Financial
UNCHANGED19419400%$16.1K$15.6K-$4792026-10-27
Ameliora Wealth Management Ltd.
NEW180—+180——$14.5K—2026-10-23
POM Investment Strategies, LLC
UNCHANGED18018000%$15.0K$14.5K-$4452026-10-20
Versant Capital Management, Inc
UNCHANGED17517500%$14.5K$14.1K-$4322026-10-02
Rakuten Securities, Inc.
INCREASED16040+120+300%$3.3K$12.9K+$9.6K2026-11-02
Vision Financial Markets LLC
UNCHANGED15815800%$13.2K$12.7K-$4472026-10-22
Polaris Financial Partners
NEW155—+155——$13—2026-10-02
Rachor Investment Advisory Services, LLC
NEW153—+153——$12.3K—2026-10-29
Eastern Bank
DECREASED150301-151-50%$25.0K$12.1K-$12.9K2026-10-05
Cape Investment Advisory, Inc.
DECREASED144159-15-9%$13.2K$11.6K-$1.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
NEW135—+135——$10.9K—2026-10-07
GK Wealth Management LLC
NEW133—+133——$10.7K—2026-10-09
First Premier Bank
UNCHANGED13313300%$11$11$02026-10-13
Old Second National Bank of Aurora
DECREASED124196-72-37%$16.3K$10.0K-$6.3K2026-10-22
Sankala Group LLC
INCREASED12468+56+82%$5.9K$10.0K+$4.2K2026-11-09
Rydar Equities, Inc.
NEW115—+115——$9.4K—2026-10-13
Townsend Asset Management Corp
UNCHANGED10510500%$8.7K$8.5K-$2052026-10-29
Livelsberger Financial Advisory
NEW100—+100——$8.1K—2026-10-28
Alpine Bank Wealth Management
NEW100—+100——$8.1K—2026-10-16
True Wealth Design, LLC
UNCHANGED10010000%$8.3K$8.1K-$2472026-10-13
Avion Wealth
UNCHANGED10010000%$8$8$02026-11-04
Birchwood Financial Partners, Inc.
NEW99—+99——$8.0K—2026-11-02
Parkside Financial Bank & Trust
UNCHANGED939300%$7.7K$7.5K-$2302026-10-27
Elevation Wealth Partners, LLC
UNCHANGED858500%$7.1K$6.9K-$2102026-10-07
Gold Investment Management Ltd.
UNCHANGED848400%$7.0K$6.8K-$2092026-10-19
Signature Resources Capital Management, LLC
DECREASED8086-6-7%$7.1K$6.4K-$6962026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED797900%$6.6K$6.4K-$1822026-10-23
Winch Advisory Services, LLC
UNCHANGED737300%$6.1K$5.9K-$1802026-11-06
Vermillion Wealth Management, Inc.
DECREASED60262-202-77%$21.7K$4.8K-$16.9K2026-10-26
Concord Wealth Partners
DECREASED57289-232-80%$24.0K$4.6K-$19.4K2026-11-02
Quent Capital, LLC
DECREASED5760-3-5%$5.0K$5.1K+$1512026-11-09
Arvest Investments, Inc.
UNCHANGED515100%$4.2K$4.1K-$1262026-10-21
Blume Capital Management, Inc.
UNCHANGED505000%$4.2K$4.0K-$1242026-10-26
Rothwell Investment Advisors, LLC
NEW49—+49——$4.0K—2026-11-06
Olistico Wealth, LLC
INCREASED4935+14+40%$2.9K$3.9K+$1.0K2026-10-05
Cranbrook Wealth Management, LLC
UNCHANGED434300%$3.6K$3.5K-$1072026-10-28
CNB Bank
UNCHANGED373700%$3.1K$3.0K-$922026-11-09
Plante Moran Financial Advisors, LLC
NEW34—+34——$2.7K—2026-11-04
Evermay Wealth Management LLC
UNCHANGED333300%$2.7K$2.7K-$822026-11-05
SJS Investment Consulting Inc.
UNCHANGED333300%$2.7K$2.7K-$822026-10-26
Markowski Investments
UNCHANGED323200%$2.7K$2.6K-$792026-10-30
John Boyer, Inc.
NEW30—+30——$2.4K—2026-10-27
Richardson Capital Management LLC
UNCHANGED262600%$2.2K$2.1K-$642026-10-23
DecisionPoint Financial, LLC
NEW23—+23——$1.8K—2026-10-27
Covestor Ltd
DECREASED2358-35-60%$5$2-$32026-10-30
Signaturefd, LLC
UNCHANGED202000%$1.7K$1.6K-$492026-10-23
First Command Advisory Services, Inc.
DECREASED13200-187-93%$16.6K$1.0K-$15.6K2026-11-05
Kelleher Financial Advisors
UNCHANGED7700%$582$564-$182026-10-30
Mosley Wealth Management
UNCHANGED6600%$498$520+$222026-10-16
Harbor Capital Advisors, Inc.
DECREASED396,059-96,056-100%$8.0M$0-$8.0M2026-10-22
Centerpoint Advisors, LLC
UNCHANGED1100%$0$0$02026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED1100%$83$81-$22026-10-29
Phoenix Financial Ltd.
CLOSED0450,976-450,976-100%$37.5M$0-$37.5M2026-11-09
Squarepoint Ops LLC
CLOSED0200,096-200,096-100%$16.6M$0-$16.6M2026-11-09
WealthCare Asset Management, LLC
CLOSED0150,048-150,048-100%$12.5M$0-$12.5M2026-10-26
Adams Diversified Equity Fund, Inc.
CLOSED0116,000-116,000-100%$9.6M$0-$9.6M2026-10-21
Arete Wealth Advisors, LLC
CLOSED074,072-74,072-100%$6.2M$0-$6.2M2026-11-09
Imc-Chicago, LLC
CLOSED042,877-42,877-100%$3.6M$0-$3.6M2026-11-05
Innealta Capital, LLC
CLOSED033,518-33,518-100%$2.8M$0-$2.8M2026-11-02
CFC Planning Co LLC
CLOSED032,094-32,094-100%$2.7M$0-$2.7M2026-10-28
Blue Capital, Inc.
CLOSED015,086-15,086-100%$1.3M$0-$1.3M2026-10-13
Symmetry Partners, LLC
CLOSED014,975-14,975-100%$1.2M$0-$1.2M2026-10-27
Archford Capital Strategies, LLC
CLOSED013,698-13,698-100%$1.1M$0-$1.1M2026-10-19
PCG Asset Management, LLC
CLOSED013,118-13,118-100%$1.1M$0-$1.1M2026-11-05
Rational Advisors, Inc.
CLOSED011,852-11,852-100%$984.5K$0-$984.5K2026-11-02
Carota Wealth Management
CLOSED08,289-8,289-100%$688.6K$0-$688.6K2026-11-03
Investment Management Trust, LLC
CLOSED08,099-8,099-100%$672.7K$0-$672.7K2026-11-05
Axim Planning & Wealth
CLOSED07,213-7,213-100%$599.2K$0-$599.2K2026-10-28
DLK Investment Management, LLC
CLOSED06,531-6,531-100%$500.1K$0-$500.1K2026-10-09
RPS Advisory Solutions LLC
CLOSED06,280-6,280-100%$521.7K$0-$521.7K2026-11-09
Freestone Capital Holdings, LLC
CLOSED05,571-5,571-100%$462.8K$0-$462.8K2026-11-09
Childress Capital Advisors, LLC
CLOSED03,818-3,818-100%$317.2K$0-$317.2K2026-10-28
Vontobel Holding Ltd.
CLOSED03,436-3,436-100%$285.4K$0-$285.4K2026-10-16
Astra Wealth Partners LLC
CLOSED03,116-3,116-100%$258.8K$0-$258.8K2026-11-06
Washington Trust Co
CLOSED03,064-3,064-100%$254.5K$0-$254.5K2026-10-22
Layline Advisors, LLC
CLOSED02,954-2,954-100%$245.4K$0-$245.4K2026-11-02
Sharkey, Howes & Javer
CLOSED02,931-2,931-100%$243.5K$0-$243.5K2026-10-22
Synergy Asset Management, LLC
CLOSED02,697-2,697-100%$224.0K$0-$224.0K2026-11-05
Total Wealth Planning & Management, Inc.
CLOSED02,678-2,678-100%$222.5K$0-$222.5K2026-10-23
Capital CS Group, LLC
CLOSED02,666-2,666-100%$221.5K$0-$221.5K2026-10-29
BIP Wealth, LLC
CLOSED02,591-2,591-100%$215.3K$0-$215.3K2026-10-22
Surience Private Wealth LLC
CLOSED02,487-2,487-100%$206.6K$0-$206.6K2026-10-16
Goelzer Investment Management, Inc.
CLOSED02,480-2,480-100%$206.0K$0-$206.0K2026-10-16
Weaver Consulting Group
CLOSED02,433-2,433-100%$202.1K$0-$202.1K2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
CLOSED02,422-2,422-100%$201.2K$0-$201.2K2026-10-23
Fingerlakes Wealth Management, Inc.
CLOSED02,420-2,420-100%$201.1K$0-$201.1K2026-11-04
Solstein Capital, LLC
CLOSED01,231-1,231-100%$102.3K$0-$102.3K2026-11-02
MCF Advisors LLC
CLOSED0953-953-100%$79.2K$0-$79.2K2026-10-28
Heritage Wealth Advisors
CLOSED0695-695-100%$57.7K$0-$57.7K2026-11-09
Align Financial, LLC
CLOSED0578-578-100%$48.0K$0-$48.0K2026-10-16
Albion Financial Group
CLOSED0522-522-100%$43.4K$0-$43.4K2026-10-21
Founders Capital Management
CLOSED0429-429-100%$35.6K$0-$35.6K2026-10-13
Merrithew & Thorsten Inc
CLOSED0310-310-100%$25$0-$252026-11-06
Capitol Family Office, Inc.
CLOSED0269-269-100%$22.3K$0-$22.3K2026-10-13
Salem Investment Counselors Inc
CLOSED0240-240-100%$19.9K$0-$19.9K2026-10-13
Brooklyn FI, LLC
CLOSED0150-150-100%$12.7K$0-$12.7K2026-11-05
Deutsche Bank Ag\
CLOSED0135-135-100%$11.2K$0-$11.2K2026-11-06
Park Place Capital Corp
CLOSED0119-119-100%$9.9K$0-$9.9K2026-11-09
Smithfield Trust Co
CLOSED0100-100-100%$8$0-$82026-11-09
Arlington Trust Co LLC
CLOSED085-85-100%$7.1K$0-$7.1K2026-10-20
Gill Capital Partners, LLC
CLOSED078-78-100%$6.5K$0-$6.5K2026-10-13
Stone House Investment Management, LLC
CLOSED069-69-100%$5.7K$0-$5.7K2026-10-23
Investors Research Corp
CLOSED038-38-100%$3.2K$0-$3.2K2026-10-07
Bell Investment Advisors, Inc
CLOSED034-34-100%$2.9K$0-$2.9K2026-10-29
LifeSteps Financial, Inc.
CLOSED020-20-100%$1.7K$0-$1.7K2026-10-15
Kingdom Financial Group Llc.
CLOSED019-19-100%$1.6K$0-$1.6K2026-11-04
Beutel, Goodman & Co Ltd.
CLOSED010-10-100%$0$0$02026-11-04
Evolution Wealth Management Inc.
CLOSED06-6-100%$498$0-$4982026-10-28
Cornerstone Planning Group LLC
CLOSED01-1-100%$113$0-$1132026-10-16
Networth Advisors, LLC
CLOSED000—$31$0-$312026-11-03
Bank of America Corp
N/A—18,350,213-18,350,213-100%$1.5B———
Morgan Stanley
N/A—9,702,454-9,702,454-100%$806.0M———
JPMorgan Chase & Co
N/A—9,410,198-9,410,198-100%$793.9M———
Goldman Sachs Group Inc
N/A—8,139,947-8,139,947-100%$676.2M———
BNP Paribas Financial Markets
N/A—5,838,299-5,838,299-100%$485.0M———
UBS Group AG
N/A—5,648,440-5,648,440-100%$469.2M———
Wells Fargo & Company
N/A—3,192,068-3,192,068-100%$265.2M———
Caisse de Depot ET Placement DU Quebec
N/A—2,842,914-2,842,914-100%$236.2M———
Raymond James Financial Inc
N/A—1,871,261-1,871,261-100%$155.4M———
Menora Mivtachim Holdings Ltd.
N/A—1,784,297-1,784,297-100%$148.2M———
Susquehanna International Group, LLP
N/A—1,380,908-1,380,908-100%$114.7M———
Ameriprise Financial Inc
N/A—1,296,049-1,296,049-100%$112.6M———
Royal Bank of Canada
N/A—1,226,022-1,226,022-100%$101.8M———
Charles Schwab Investment Management Inc
N/A—1,224,063-1,224,063-100%$101.7M———
Two Sigma Investments, LP
N/A—1,126,423-1,126,423-100%$93.6M———
Osaic Holdings, Inc.
N/A—1,018,079-1,018,079-100%$84.6M———
Saudi Central Bank
N/A—963,581-963,581-100%$82.1M———
Pgim Custom Harvest LLC
N/A—960,549-960,549-100%$79.8M———
Citadel Advisors LLC
N/A—923,281-923,281-100%$76.7M———
Envestnet Asset Management Inc
N/A—828,005-828,005-100%$68.8M———
J. Goldman & Co LP
N/A—699,308-699,308-100%$58.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—675,000-675,000-100%$56.1M———
CIBC World Market Inc.
N/A—662,571-662,571-100%$55.0M———
State Street Corp
N/A—621,446-621,446-100%$51.6M———
Advisory Alpha, LLC
N/A—596,228-596,228-100%$49.5M———
EP Wealth Advisors, LLC
N/A—557,172-557,172-100%$46.3M———
Cetera Investment Advisers
N/A—550,035-550,035-100%$45.7M———
Capital Fund Management S.A.
N/A—507,086-507,086-100%$42.1M———
Janney Montgomery Scott LLC
N/A—497,578-497,578-100%$41.3M———
SRB Corp
N/A—488,831-488,831-100%$40.6M———
Nissay Asset Management Corp N
N/A—479,845-479,845-100%$39.9M———
Stifel Financial Corp
N/A—469,379-469,379-100%$39.0M———
MML Investors Services, LLC
N/A—440,046-440,046-100%$36.6M———
SG Americas Securities, LLC
N/A—434,791-434,791-100%$36.1M———
Weiss Asset Management LP
N/A—415,000-415,000-100%$34.5M———
Renaissance Technologies LLC
N/A—357,200-357,200-100%$29.7M———
Tudor Investment Corp ET AL
N/A—331,920-331,920-100%$27.6M———
Millennium Management LLC
N/A—326,192-326,192-100%$27.1M———
GTS Securities LLC
N/A—311,932-311,932-100%$25.9M———
Mercer Global Advisors Inc
N/A—310,117-310,117-100%$25.8M———
Capula Management Ltd
N/A—292,619-292,619-100%$24.3M———
Banco BTG Pactual S.A.
N/A—285,500-285,500-100%$23.7M———
Qube Research & Technologies Ltd
N/A—282,634-282,634-100%$23.5M———
Rockefeller Capital Management L.P.
N/A—274,538-274,538-100%$22.8M———
Moore Capital Management, LP
N/A—268,923-268,923-100%$22.3M———
Private Advisor Group, LLC
N/A—230,260-230,260-100%$19.1M———
Passaic Partners LLC
N/A—228,904-228,904-100%$19.0M———
RiverFront Investment Group, LLC
N/A—224,600-224,600-100%$18.7M———
Kingsview Wealth Management, LLC
N/A—223,771-223,771-100%$18.6M———
Integrated Wealth Concepts LLC
N/A—219,415-219,415-100%$18.2M———
Steward Partners Investment Advisory, LLC
N/A—209,556-209,556-100%$17.4M———
Jane Street Group, LLC
N/A—209,050-209,050-100%$17.4M———
NewEdge Advisors, LLC
N/A—205,226-205,226-100%$17.0M———
Baird Financial Group, Inc.
N/A—204,802-204,802-100%$17.0M———
Clarity Financial LLC
N/A—204,768-204,768-100%$17.0M———
Peapack Gladstone Financial Corp
N/A—186,570-186,570-100%$15.5M———
Jones Financial Companies Lllp
N/A—179,687-179,687-100%$15.2M———
Northern Trust Corp
N/A—179,615-179,615-100%$14.9M———
Cerity Partners LLC
N/A—179,419-179,419-100%$14.9M———
BlackRock, Inc.
N/A—172,821-172,821-100%$14.4M———
Rothschild Capital Partners, LLC
N/A—171,135-171,135-100%$14.2M———
MAI Capital Management
N/A—170,888-170,888-100%$14.2M———
Estate Counselors, LLC
N/A—164,443-164,443-100%$13.7M———
Swan Global Investments, LLC
N/A—144,652-144,652-100%$12.0M———
Sanctuary Advisors, LLC
N/A—139,433-139,433-100%$11.6M———
Maven Securities LTD
N/A—136,652-136,652-100%$11.4M———
Northstar Advisory Group, LLC
N/A—129,554-129,554-100%$10.8M———
BlueCrest Capital Management Ltd
N/A—119,360-119,360-100%$9.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—115,545-115,545-100%$9.6M———
Captrust Financial Advisors
N/A—115,055-115,055-100%$9.6M———
Prudent Investors Network, Inc.
N/A—114,755-114,755-100%$9.5M———
Equitable Holdings, Inc.
N/A—112,457-112,457-100%$9.3M———
Franklin Resources Inc
N/A—111,740-111,740-100%$9.3M———
SageGuard Financial Group, LLC
N/A—108,685-108,685-100%$9.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—106,291-106,291-100%$8.9M———
AE Wealth Management LLC
N/A—106,090-106,090-100%$8.8M———
Focus Partners Wealth
N/A—99,215-99,215-100%$8.2M———
Novare Capital Management LLC
N/A—96,523-96,523-100%$8.0M———
National Bank of Canada
N/A—95,502-95,502-100%$7.9M———
1607 Capital Partners, LLC
N/A—91,720-91,720-100%$7.6M———
Private Wealth Advisors, LLC
N/A—91,471-91,471-100%$7.6M———
Prestige Wealth Management Group LLC
N/A—90,130-90,130-100%$7.5M———
Volterra Technologies LP
N/A—88,950-88,950-100%$7.4M———
Circle Wealth Management, LLC
N/A—88,505-88,505-100%$7.4M———
One Wealth Map LLC
N/A—87,522-87,522-100%$7.6M———
Mariner, LLC
N/A—84,720-84,720-100%$7.0M———
Alliancebernstein L.P.
N/A—84,588-84,588-100%$6.9M———
FMR LLC
N/A—82,875-82,875-100%$6.9M———
Bank of the Bluegrass & Trust Co.
N/A—80,414-80,414-100%$6.5M———
Brave Asset Management Inc
N/A—80,143-80,143-100%$6.7M———
Advisory Services Network, LLC
N/A—80,079-80,079-100%$6.7M———
IHT Wealth Management, LLC
N/A—79,097-79,097-100%$6.6M———
Neuberger Berman Group LLC
N/A—78,965-78,965-100%$6.6M———
Stillwater Capital Advisors, LLC
N/A—78,828-78,828-100%$6.5M———
Vickerman Investment Advisors, Inc.
N/A—77,924-77,924-100%$6.5M———
CreativeOne Wealth, LLC
N/A—75,464-75,464-100%$6.3M———
Waverly Advisors, LLC
N/A—75,117-75,117-100%$6.2M———
Sound View Wealth Advisors Group, LLC
N/A—73,216-73,216-100%$6.1M———
Measured Wealth Private Client Group, LLC
N/A—71,484-71,484-100%$5.9M———
Destination Wealth Management
N/A—66,755-66,755-100%$5.5M———
Gotham Asset Management, LLC
N/A—65,296-65,296-100%$5.4M———
FCA Corp
N/A—62,946-62,946-100%$5.2M———
O'shaughnessy Asset Management, LLC
N/A—62,106-62,106-100%$5.2M———
Quantinno Capital Management LP
N/A—61,328-61,328-100%$5.1M———
Optiver Holding B.V.
N/A—60,872-60,872-100%$5.1M———
Pathstone Holdings, LLC
N/A—58,769-58,769-100%$4.9M———
ST Germain D J Co Inc
N/A—58,684-58,684-100%$4.9M———
Martin & Co Inc
N/A—56,201-56,201-100%$4.7M———
Spinnaker Trust
N/A—55,633-55,633-100%$4.6M———
Stonebridge Financial Group, LLC
N/A—55,493-55,493-100%$4.6M———
Arax Advisory Partners
N/A—54,044-54,044-100%$4.5M———
Concord Investment Counsel Inc.
N/A—53,923-53,923-100%$4.5M———
Proficio Capital Partners LLC
N/A—52,465-52,465-100%$4.4M———
Horizon Investments, LLC
N/A—50,423-50,423-100%$4.2M———
AQR Capital Management LLC
N/A—50,346-50,346-100%$4.2M———
Pinnacle Financial Partners, Inc.
N/A—49,935-49,935-100%$4.1M———
Two Sigma Securities, LLC
N/A—49,100-49,100-100%$4.1M———
Main Street Financial Solutions, LLC
N/A—48,284-48,284-100%$4.0M———
Dakota Wealth Management
N/A—48,182-48,182-100%$4.0M———
Delos Wealth Advisors, LLC
N/A—47,814-47,814-100%$4.0M———
Cresset Asset Management, LLC
N/A—47,804-47,804-100%$4.0M———
Biondo Investment Advisors, LLC
N/A—47,382-47,382-100%$3.9M———
Hancock Whitney Corp
N/A—47,007-47,007-100%$3.9M———
Mmbg Investment Advisors Co.
N/A—46,002-46,002-100%$3.8M———
D. E. Shaw & Co., Inc.
N/A—45,936-45,936-100%$3.8M———
United Capital Financial Advisors, LLC
N/A—45,756-45,756-100%$3.8M———
Oversea-Chinese Banking Corp Ltd
N/A—44,700-44,700-100%$3.7M———
Vestmark Advisory Solutions, Inc.
N/A—42,675-42,675-100%$3.5M———
Simmons Bank
N/A—42,443-42,443-100%$3.5M———
Tower Research Capital LLC (TRC)
N/A—42,132-42,132-100%$3.5M———
Allred Capital Management, LLC
N/A—41,069-41,069-100%$3.4M———
Granite Harbor Advisors, Inc.
N/A—40,278-40,278-100%$3.3M———
Savvy Advisors, Inc.
N/A—39,671-39,671-100%$3.3M———
PCG Wealth Advisors, LLC
N/A—37,900-37,900-100%$3.1M———
Twin Tree Management, LP
N/A—37,732-37,732-100%$3.1M———
PeakShares LLC
N/A—37,444-37,444-100%$3.1M———
Centric Wealth Management
N/A—37,075-37,075-100%$3.1M———
RPg Family Wealth Advisory, LLC
N/A—36,685-36,685-100%$3.0M———
Risk Paradigm Group, LLC
N/A—36,542-36,542-100%$3.0M———
Adams Wealth Management
N/A—36,323-36,323-100%$3.0M———
CacheTech Inc.
N/A—36,323-36,323-100%$3.0M———
Arkadios Wealth Advisors
N/A—36,161-36,161-100%$3.0M———
Bay Rivers Group
N/A—35,974-35,974-100%$3.0M———
Ameritas Advisory Services, LLC
N/A—35,923-35,923-100%$3.0M———
D L Carlson Investment Group Inc
N/A—35,667-35,667-100%$3.0M———
Regal Investment Advisors LLC
N/A—35,079-35,079-100%$2.9M———
SIG Brokerage, LP
N/A—35,037-35,037-100%$2.9M———
BBR Partners, LLC
N/A—34,780-34,780-100%$2.9M———
Sequoia Financial Advisors, LLC
N/A—34,110-34,110-100%$2.8M———
XTX Topco Ltd
N/A—33,921-33,921-100%$2.8M———
Symmetry Investments LP
N/A—33,347-33,347-100%$2.8M———
Berger Financial Group, Inc
N/A—33,242-33,242-100%$2.8M———
Ethos Financial Group, LLC
N/A—32,781-32,781-100%$2.7M———
Scotia Capital Inc.
N/A—32,515-32,515-100%$2.7M———
Fiduciary Group, LLC
N/A—32,470-32,470-100%$2.7M———
Virtu Financial LLC
N/A—32,089-32,089-100%$2.7M———
Kintra Wealth, LLC
N/A—31,522-31,522-100%$2.7M———
&partners
N/A—31,481-31,481-100%$2.6M———
Walleye Capital LLC
N/A—31,199-31,199-100%$2.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—30,028-30,028-100%$2.5M———
Sharpepoint LLC
N/A—29,340-29,340-100%$2.4M———
Venturi Wealth Management, LLC
N/A—28,829-28,829-100%$2.4M———
Wealthspire Advisors, LLC
N/A—28,583-28,583-100%$2.4M———
Summit Financial, LLC
N/A—28,045-28,045-100%$2.3M———
CTC Alternative Strategies, Ltd.
N/A—27,689-27,689-100%$2.3M———
Mission Hills Financial Advisory, LLC
N/A—27,452-27,452-100%$2.3M———
Cavalier Investments, LLC
N/A—27,150-27,150-100%$2.3M———
Cary Street Partners Financial LLC
N/A—27,033-27,033-100%$2.2M———
Marble Wealth, LLC
N/A—26,799-26,799-100%$2.2M———
Pallas Capital Advisors LLC
N/A—26,493-26,493-100%$2.2M———
Federation des caisses Desjardins du Quebec
N/A—25,787-25,787-100%$2.1M———
Fourth Dimension Wealth, LLC
N/A—25,386-25,386-100%$2.1M———
Straightline Group LLC
N/A—25,192-25,192-100%$2.1M———
Twin Focus Capital Partners, LLC
N/A—25,029-25,029-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—24,832-24,832-100%$2.1M———
First Trust Advisors LP
N/A—24,115-24,115-100%$2.0M———
Markin Asset Management, LP
N/A—23,687-23,687-100%$2.0M———
Credit Agricole S A
N/A—23,455-23,455-100%$1.9M———
Bank of Nova Scotia
N/A—23,370-23,370-100%$1.9M———
Blair William & Co
N/A—23,357-23,357-100%$1.9M———
Balyasny Asset Management L.P.
N/A—23,275-23,275-100%$1.9M———
Luminist Capital LLC
N/A—23,253-23,253-100%$1.9M———
M3 Advisory Group, LLC
N/A—23,238-23,238-100%$1.9M———
Navis Wealth Advisors, LLC
N/A—23,171-23,171-100%$1.9M———
BFC Planning, Inc.
N/A—22,987-22,987-100%$1.9M———
Evercore Wealth Management, LLC
N/A—22,771-22,771-100%$1.9M———
Advyzon Investment Management, LLC
N/A—22,454-22,454-100%$1.9M———
Benjamin Edwards Inc
N/A—22,358-22,358-100%$1.9M———
Mutual Advisors, LLC
N/A—22,252-22,252-100%$1.8M———
Kovack Advisors, Inc.
N/A—21,895-21,895-100%$1.8M———
Dorsey & Whitney Trust Co LLC
N/A—21,765-21,765-100%$1.8M———
Commerce Bank
N/A—21,758-21,758-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—21,343-21,343-100%$1.8M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—21,287-21,287-100%$1.8M———
Sequent Planning LLC
N/A—20,377-20,377-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—19,684-19,684-100%$1.6M———
FIL Ltd
N/A—19,186-19,186-100%$1.6M———
V2 Financial group LLC
N/A—19,032-19,032-100%$1.6M———
Bank of Marin
N/A—18,116-18,116-100%$1.5M———
World Investment Advisors
N/A—17,714-17,714-100%$1.5M———
Glenmede Trust Co NA
N/A—17,518-17,518-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—17,232-17,232-100%$1.4M———
Everstar Asset Management, LLC
N/A—16,961-16,961-100%$1.4M———
Nan Shan Life Insurance Co., Ltd.
N/A—16,888-16,888-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—16,404-16,404-100%$1.4M———
Madden Advisory Services, Inc.
N/A—16,089-16,089-100%$1.3M———
Maridea Wealth Management LLC
N/A—15,717-15,717-100%$1.3M———
UBS Asset Management Americas LLC
N/A—15,656-15,656-100%$1.3M———
PFG Investments, LLC
N/A—15,500-15,500-100%$1.3M———
Choate Investment Advisors
N/A—15,420-15,420-100%$1.3M———
Jump Financial, LLC
N/A—15,254-15,254-100%$1.3M———
Stephens Inc
N/A—15,150-15,150-100%$1.3M———
Point72 Asset Management, L.P.
N/A—15,000-15,000-100%$1.2M———
Planning Directions Inc
N/A—14,704-14,704-100%$1.2M———
Johnson Investment Counsel Inc
N/A—14,382-14,382-100%$1.2M———
Caprock Group, LLC
N/A—14,303-14,303-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—14,186-14,186-100%$1.2M———
Interactive Financial Advisors, Inc.
N/A—14,036-14,036-100%$1.2M———
Calton & Associates, Inc.
N/A—14,003-14,003-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—13,915-13,915-100%$1.2M———
RiverGlades Family Offices LLC
N/A—13,875-13,875-100%$1.2M———
Summit Trail Advisors, LLC
N/A—13,749-13,749-100%$1.1M———
Howe & Rusling Inc
N/A—13,681-13,681-100%$1.1M———
NCM Capital Management, LLC
N/A—13,478-13,478-100%$1.1M———
Global Retirement Partners, LLC
N/A—13,133-13,133-100%$1.1M———
Okabena Investment Services Inc
N/A—13,121-13,121-100%$1.1M———
Flow Traders U.S. LLC
N/A—13,051-13,051-100%$1.1M———
Crews Bank & Trust
N/A—12,998-12,998-100%$1.1M———
Bramshill Investments, LLC
N/A—12,500-12,500-100%$1.0M———
Cambria Investment Management, L.P.
N/A—12,322-12,322-100%$1.0M———
Empowered Funds, LLC
N/A—12,322-12,322-100%$1.0M———
Mission Creek Capital Partners, Inc.
N/A—12,192-12,192-100%$1.0M———
Providence Capital Advisors, LLC
N/A—12,172-12,172-100%$1.0M———
Prosperity Consulting Group, LLC
N/A—11,991-11,991-100%$996.1K———
Manhattan West Asset Management, LLC
N/A—11,751-11,751-100%$976.2K———
Exit Wealth Advisors, Llc.
N/A—11,430-11,430-100%$949.5K———
Capital Analysts, LLC
N/A—11,360-11,360-100%$941.0K———
Talon Private Wealth, LLC
N/A—11,293-11,293-100%$938.2K———
O'rourke & Company, Inc
N/A—11,230-11,230-100%$932.9K———
Keebeck Wealth Management
N/A—11,178-11,178-100%$928.6K———
Entelevest, LLC
N/A—11,137-11,137-100%$925.2K———
Centiva Capital, LP
N/A—11,000-11,000-100%$913.8K———
Monetary Management Group Inc
N/A—10,910-10,910-100%$906.3K———
Richard W. Paul & Associates, LLC
N/A—10,884-10,884-100%$904.1K———
Arkos Global Advisors
N/A—10,631-10,631-100%$883.0K———
First Manhattan Co. Llc.
N/A—10,538-10,538-100%$875.4K———
Huntington National Bank
N/A—10,524-10,524-100%$874.2K———
Managed Asset Portfolios, LLC
N/A—10,512-10,512-100%$873.2K———
Financial Engines Advisors L.L.C.
N/A—10,389-10,389-100%$863.0K———
Rehmann Capital Advisory Group
N/A—10,370-10,370-100%$861.5K———
Pinnacle Family Advisors, LLC
N/A—10,178-10,178-100%$845.5K———
Jacobs Equity LLC
N/A—10,170-10,170-100%$844.8K———
Transamerica Financial Advisors, LLC
N/A—10,039-10,039-100%$834.0K———
Spreng Capital Management, Inc.
N/A—10,038-10,038-100%$833.9K———
Runnymede Capital Advisors, Inc.
N/A—10,000-10,000-100%$830.7K———
OneAscent Financial Services LLC
N/A—9,879-9,879-100%$820.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—9,853-9,853-100%$818.4K———
Garden State Investment Advisory Services LLC
N/A—9,777-9,777-100%$812.2K———
Hills Bank & Trust Co
N/A—9,558-9,558-100%$794.0K———
Clear Street Group Inc.
N/A—9,368-9,368-100%$778.2K———
Keystone Financial Group
N/A—9,357-9,357-100%$777.3K———
National Philanthropic Trust
N/A—9,346-9,346-100%$776.4K———
Hilltop Holdings Inc.
N/A—9,189-9,189-100%$763.3K———
Mathes Company, Inc.
N/A—9,050-9,050-100%$752.0K———
Cascade Financial Partners, LLC
N/A—9,000-9,000-100%$747.6K———
Chevy Chase Trust Holdings, LLC
N/A—8,992-8,992-100%$747.0K———
Syon Capital LLC
N/A—8,977-8,977-100%$745.7K———
Cape COD Five Cents Savings Bank
N/A—8,842-8,842-100%$734.5K———
Brevan Howard Capital Management LP
N/A—8,789-8,789-100%$734.1K———
Lodge Hill Capital, LLC
N/A—8,774-8,774-100%$728.9K———
Intrepid Financial Planning Group LLC
N/A—8,705-8,705-100%$723.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—8,679-8,679-100%$720.9K———
WJ Financial Advisors LLC
N/A—8,652-8,652-100%$718.7K———
Stratos Wealth Advisors, LLC
N/A—8,551-8,551-100%$710.3K———
Principal Securities, Inc.
N/A—8,471-8,471-100%$703.7K———
Waterloo Capital, L.P.
N/A—8,440-8,440-100%$701.1K———
Investment Advisory Group, LLC
N/A—8,383-8,383-100%$696.4K———
Peak Retirement Planning, Inc.
N/A—8,300-8,300-100%$689.5K———
GeoWealth Management, LLC
N/A—8,218-8,218-100%$682.8K———
STG Securities, LLC
N/A—8,033-8,033-100%$667.3K———
SCS Capital Management LLC
N/A—8,025-8,025-100%$666.6K———
Mcguire Capital Advisors Inc
N/A—7,981-7,981-100%$663.0K———
Betterment LLC
N/A—7,951-7,951-100%$660.0K———
NewEdge Wealth, LLC
N/A—7,948-7,948-100%$660.3K———
One Charles Private Wealth Services, LLC
N/A—7,847-7,847-100%$651.9K———
Per Stirling Capital Management, Llc.
N/A—7,711-7,711-100%$640.6K———
HSBC Holdings PLC
N/A—7,694-7,694-100%$639.2K———
Ameritas Investment Partners, Inc.
N/A—7,651-7,651-100%$635.6K———
Bluespring Wealth Management, LLC
N/A—7,412-7,412-100%$615.7K———
Centaurus Financial, Inc.
N/A—7,385-7,385-100%$613.0K———
FLP Wealth Management, LLC
N/A—7,127-7,127-100%$592.0K———
Ally Invest Advisors Inc.
N/A—7,054-7,054-100%$586.0K———
Thomasville National Bank
N/A—7,052-7,052-100%$585.8K———
Jaffetilchin Investment Partners, LLC
N/A—7,045-7,045-100%$585.2K———
Greenline Partners, LLC
N/A—7,036-7,036-100%$584.5K———
Empirical Asset Management, LLC
N/A—6,882-6,882-100%$571.7K———
Hyundai Investments Co., Ltd.
N/A—6,860-6,860-100%$578.8K———
Modern Wealth Management, LLC
N/A—6,745-6,745-100%$560.3K———
Focus Partners Advisor Solutions, LLC
N/A—6,609-6,609-100%$549.1K———
Audent Global Asset Management, LLC
N/A—6,500-6,500-100%$540.0K———
Allie Family Office LLC
N/A—6,479-6,479-100%$538.2K———
Perennial Investment Advisors, LLC
N/A—6,270-6,270-100%$520.9K———
Nova Wealth Management, Inc.
N/A—6,100-6,100-100%$506.7K———
Ark Wealth Advisors LLC
N/A—6,037-6,037-100%$501.5K———
Snowwater Investment Partners, LLC
N/A—5,925-5,925-100%$492.2K———
Keel Point, LLC
N/A—5,909-5,909-100%$490.9K———
Byrne Financial Freedom, LLC
N/A—5,804-5,804-100%$482.1K———
Strategic Financial Concepts, LLC
N/A—5,694-5,694-100%$473.0K———
OneDigital Investment Advisors LLC
N/A—5,664-5,664-100%$470.5K———
Rothschild Wealth LLC
N/A—5,518-5,518-100%$458.4K———
Smith, Moore & Co.
N/A—5,501-5,501-100%$457.0K———
Anchor Bay Capital, Inc.
N/A—5,492-5,492-100%$466.5K———
Snowden Capital Advisors LLC
N/A—5,476-5,476-100%$454.9K———
Twin Peaks Wealth Advisors, LLC
N/A—5,473-5,473-100%$454.6K———
Vident Advisory, LLC
N/A—5,431-5,431-100%$451.2K———
Constant Guidance Financial LLC
N/A—5,400-5,400-100%$448.6K———
Moneta Group Investment Advisors LLC
N/A—5,153-5,153-100%$428.1K———
Allied Private Wealth LLC
N/A—5,127-5,127-100%$432.7K———
One Capital Management, LLC
N/A—5,100-5,100-100%$418.2K———
Shufro Rose & Co LLC
N/A—5,085-5,085-100%$422.4K———
Empower Advisory Group, LLC
N/A—4,989-4,989-100%$414.4K———
Fiduciary Trust Co
N/A—4,949-4,949-100%$411.1K———
Intellectus Partners, LLC
N/A—4,915-4,915-100%$408.3K———
Capital Advisors Inc
N/A—4,884-4,884-100%$405.7K———
NorthRock Partners, LLC
N/A—4,870-4,870-100%$404.6K———
Vista Cima Wealth Management LLC
N/A—4,811-4,811-100%$399.7K———
Palumbo Wealth Management LLC
N/A—4,768-4,768-100%$396.1K———
Fairview Capital Investment Management, LLC
N/A—4,730-4,730-100%$392.9K———
Stock Yards Bank & Trust Co
N/A—4,697-4,697-100%$390.2K———
Acorns Advisers, LLC
N/A—4,686-4,686-100%$389.0K———
Paragon Financial Partners, Inc.
N/A—4,668-4,668-100%$397.0K———
F/m Investments LLC
N/A—4,575-4,575-100%$380.1K———
Oakmont Advisory Group, LLC
N/A—4,562-4,562-100%$378.9K———
Gateway Wealth Partners, LLC
N/A—4,542-4,542-100%$377.3K———
Ausdal Financial Partners, Inc.
N/A—4,495-4,495-100%$373.4K———
IQ EQ Fund Management (Ireland) Ltd
N/A—4,452-4,452-100%$369.8K———
Flputnam Investment Management Co
N/A—4,452-4,452-100%$369.8K———
Blue Chip Partners, LLC
N/A—4,366-4,366-100%$362.7K———
Aptus Capital Advisors, LLC
N/A—4,360-4,360-100%$362.2K———
RWA Wealth Partners, LLC
N/A—4,325-4,325-100%$359.3K———
Clare Market Investments LLC
N/A—4,311-4,311-100%$358.2K———
Northstar Financial Companies, Inc.
N/A—4,284-4,284-100%$355.9K———
VSM Wealth Advisory, LLC
N/A—4,258-4,258-100%$353.7K———
Pacific SUN Financial Corp
N/A—4,250-4,250-100%$353.0K———
IEQ Capital, LLC
N/A—4,213-4,213-100%$350.0K———
Glen Eagle Advisors, LLC
N/A—4,180-4,180-100%$347.2K———
Ingalls & Snyder LLC
N/A—4,172-4,172-100%$347.0K———
Bayesian Capital Management, LP
N/A—4,117-4,117-100%$342.0K———
First National Bank of Hutchinson
N/A—4,110-4,110-100%$341.4K———
Tolleson Wealth Management, Inc.
N/A—4,053-4,053-100%$336.7K———
Kiley Juergens Wealth Management, LLC
N/A—4,051-4,051-100%$336.5K———
Whalerock Point Partners, LLC
N/A—4,000-4,000-100%$332.3K———
SOA Wealth Advisors, Llc.
N/A—3,991-3,991-100%$331.5K———
Roehl & Yi Investment Advisors, LLC
N/A—3,984-3,984-100%$330.9K———
Strait & Sound Wealth Management LLC
N/A—3,921-3,921-100%$325.7K———
Spirepoint Private Client, LLC
N/A—3,872-3,872-100%$321.6K———
Elm Partners Management LLC
N/A—3,755-3,755-100%$311.9K———
Tyche Wealth Partners LLC
N/A—3,706-3,706-100%$307.9K———
Premier Private Wealth Management LLC
N/A—3,619-3,619-100%$300.6K———
Meridian Wealth Advisors, LLC
N/A—3,580-3,580-100%$297.4K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—3,572-3,572-100%$296.8K———
Spartan Wealth Advisory Services LLC
N/A—3,535-3,535-100%$293.7K———
KKM Financial LLC
N/A—3,464-3,464-100%$287.8K———
NI Acquisitions Company, LLC
N/A—3,423-3,423-100%$286.6K———
Harvey Capital Management Inc
N/A—3,300-3,300-100%$274.1K———
Gallagher Fiduciary Advisors, LLC
N/A—3,268-3,268-100%$271.4K———
Southeast Asset Advisors, LLC
N/A—3,250-3,250-100%$270.0K———
Xcelsior Advisor Partners LLC
N/A—3,238-3,238-100%$268.9K———
Chatterton & Associates Inc.
N/A—3,199-3,199-100%$266.2K———
Farmers National Bank
N/A—3,176-3,176-100%$263.8K———
DRW Securities, LLC
N/A—3,176-3,176-100%$263.8K———
Lifeworks Advisors, LLC
N/A—3,086-3,086-100%$256.4K———
QRG Capital Management, Inc.
N/A—3,074-3,074-100%$255.4K———
Independent Advisor Alliance
N/A—3,062-3,062-100%$254.4K———
IMA Advisory Services, Inc.
N/A—3,059-3,059-100%$254.1K———
Daybright Advisory Services, Inc.
N/A—3,044-3,044-100%$258.9K———
Tacita Capital Inc
N/A—3,000-3,000-100%$249.2K———
Brand Asset Management Group, Inc.
N/A—3,000-3,000-100%$249.2K———
Bradley Foster & Sargent Inc
N/A—2,986-2,986-100%$248.0K———
Alpine Global Management, LLC
N/A—2,963-2,963-100%$246.1K———
Tocqueville Asset Management L.P.
N/A—2,905-2,905-100%$241.3K———
Hexagon Capital Partners LLC
N/A—2,874-2,874-100%$238.7K———
Balanced Wealth Group LLC
N/A—2,864-2,864-100%$237.9K———
Capstone Financial Advisors, Inc.
N/A—2,854-2,854-100%$237.1K———
Brown Advisory Inc
N/A—2,850-2,850-100%$236.7K———
Dearborn Partners LLC
N/A—2,689-2,689-100%$223.4K———
USA Financial Formulas
N/A—2,595-2,595-100%$215.6K———
Summit Wealth Partners, LLC
N/A—2,586-2,586-100%$214.8K———
First Foundation Advisors
N/A—2,566-2,566-100%$213.2K———
Frisch Financial Group, Inc.
N/A—2,547-2,547-100%$211.6K———
Orion Porfolio Solutions, LLC
N/A—2,463-2,463-100%$204.6K———
Whittier Trust Co
N/A—2,450-2,450-100%$206.0K———
Pettyjohn, Wood & White, Inc
N/A—2,420-2,420-100%$201.0K———
First National Bank of Omaha
N/A—2,415-2,415-100%$203.8K———
Dunhill Financial, LLC
N/A—2,370-2,370-100%$196.9K———
Coppell Advisory Solutions LLC
N/A—2,128-2,128-100%$1.8M———
Steigerwald, Gordon & Koch Inc.
N/A—2,100-2,100-100%$174.4K———
Oxford Financial Group, Ltd. LLC
N/A—1,980-1,980-100%$164.5K———
SHP Wealth Management
N/A—1,972-1,972-100%$163.8K———
TD Capital Management LLC
N/A—1,926-1,926-100%$160.0K———
Private Wealth Asset Management, LLC
N/A—1,809-1,809-100%$150.3K———
Ancora Advisors LLCA
N/A—1,790-1,790-100%$148.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,713-1,713-100%$142.4K———
CVA Family Office, LLC
N/A—1,663-1,663-100%$138.2K———
Frazier Financial Advisors, LLC
N/A—1,470-1,470-100%$122.2K———
Whittier Trust Co of Nevada Inc
N/A—1,450-1,450-100%$123.0K———
Regatta Research & Money Management
N/A—1,447-1,447-100%$120.1K———
WealthCollab, LLC
N/A—1,411-1,411-100%$117.2K———
Timbuktu Capital Management, LLC
N/A—1,350-1,350-100%$112.1K———
Sachetta, LLC
N/A—1,287-1,287-100%$106.9K———
Corsicana & Co.
N/A—1,275-1,275-100%$105.9K———
Medallion Wealth Advisors, LLC
N/A—1,224-1,224-100%$101.8K———
Van Eck Associates Corp
N/A—1,206-1,206-100%$100.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,178-1,178-100%$97.8K———
Bollard Group LLC
N/A—1,137-1,137-100%$94.0K———
HM Payson & Co
N/A—961-961-100%$79.8K———
Cary Street Partners Investment Advisory LLC
N/A—938-938-100%$77.9K———
Avalon Trust Co
N/A—936-936-100%$77.8K———
Rothschild Investment LLC
N/A—917-917-100%$76.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—872-872-100%$72.4K———
Macquarie Group LTD
N/A—855-855-100%$71.0K———
Caitlin John, LLC
N/A—840-840-100%$69.8K———
Strategic Wealth Partners, Ltd.
N/A—693-693-100%$57.6K———
Continuum Advisory, LLC
N/A—660-660-100%$54.8K———
Crewe Advisors LLC
N/A—658-658-100%$54.7K———
Banque Cantonale Vaudoise
N/A—629-629-100%$52.0K———
Fiduciary Financial Advisors
N/A—617-617-100%$51.3K———
Palouse Capital Management, Inc.
N/A—548-548-100%$45.5K———
Graney & King, LLC
N/A—538-538-100%$44.7K———
Cambient Family Office, LLC
N/A—505-505-100%$42.0K———
ESL Trust Services, LLC
N/A—502-502-100%$41.7K———
Ogorek Anthony Joseph
N/A—500-500-100%$41———
Millstone Evans Group, LLC
N/A—499-499-100%$41.5K———
Anchor Investment Management, LLC
N/A—494-494-100%$41.0K———
Keating Financial Advisory Services, Inc.
N/A—468-468-100%$38.9K———
Horizon Bancorp Inc
N/A—445-445-100%$37.0K———
Smartleaf Asset Management LLC
N/A—428-428-100%$36.1K———
Pursuit Wealth Strategies, LLC
N/A—403-403-100%$33.4K———
MidFirst Bank
N/A—396-396-100%$32.9K———
Operose Advisors LLC
N/A—348-348-100%$28.9K———
Ankerstar Wealth, LLC
N/A—325-325-100%$27.1K———
Bellevue Asset Management, LLC
N/A—324-324-100%$26.9K———
Centrica Wealth Management, LLC
N/A—309-309-100%$26———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—300-300-100%$24.9K———
1 North Wealth Services LLC
N/A—278-278-100%$23.1K———
Johnson Financial Group, Inc.
N/A—258-258-100%$21.4K———
Vanguard National Trust Co
N/A—249-249-100%$20.7K———
Bernard Wealth Management Corp.
N/A—228-228-100%$18.9K———
Westfuller Advisors, LLC
N/A—221-221-100%$18.4K———
Rialto Wealth Management, LLC
N/A—210-210-100%$17.4K———
Evelyn Partners Group Ltd
N/A—200-200-100%$16.6K———
Brown Brothers Harriman & Co
N/A—192-192-100%$15.9K———
HHM Wealth Advisors, LLC
N/A—191-191-100%$15.9K———
Delta Asset Management LLC
N/A—191-191-100%$15.9K———
Napier Financial, LLC
N/A—190-190-100%$15.8K———
Colonial Trust Advisors
N/A—180-180-100%$15.0K———
Imprint Wealth LLC
N/A—159-159-100%$13.2K———
Tiaa Trust, National Association
N/A—149-149-100%$12.4K———
Game Plan Financial Advisors, LLC
N/A—140-140-100%$11.6K———
Webster Bank, N. A.
N/A—121-121-100%$10.1K———
Consultiva Wealth Management, Corp.
N/A—100-100-100%$8.3K———
Colonial Trust Co / SC
N/A—100-100-100%$8.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—100-100-100%$8.3K———
New Republic Capital, LLC
N/A—95-95-100%$7.9K———
Synergy Investment Management, LLC
N/A—93-93-100%$7.7K———
1015 Capital Partners, LLC
N/A—90-90-100%$7.5K———
JDM Financial Group LLC
N/A—84-84-100%$7.0K———
XP Advisory US, Inc.
N/A—78-78-100%$6.5K———
Vision Retirement, LLC
N/A—54-54-100%$4.5K———
Glassman Wealth Services
N/A—41-41-100%$3.4K———
PIN OAK Investment Advisors Inc
N/A—41-41-100%$3———
Truvestments Capital LLC
N/A—36-36-100%$2.9K———
Capital Advisor Network LLC
N/A—31-31-100%$2.6K———
Family Manage LLC
N/A—29-29-100%$2.4K———
Aristotle Capital Management, LLC
N/A—24-24-100%$2.0K———
Kerr Financial Planning Corp
N/A—24-24-100%$2.0K———
Broadwater Capital Management LLC
N/A—22-22-100%$1.8K———
FAS Wealth Partners, Inc.
N/A—20-20-100%$1.7K———
Bogart Wealth, LLC
N/A—19-19-100%$1.6K———
Copia Wealth Management
N/A—16-16-100%$1.3K———
Aventura Private Wealth, LLC
N/A—13-13-100%$1.1K———
Financial Gravity Companies, Inc.
N/A—10-10-100%$831———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4-4-100%$332———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$83———
Showing 1316 of 1316 institutions