IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Consumer Disc Select Sect (XLY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,724,286 from 2,800,487
Change-76,201 (-3%)
Value$296.5M (-$31.9M)
Filed 2026-11-06
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares2,628,209 from 3,231,019
Change-602,810 (-19%)
Value$286.1M (-$92.9M)
Filed 2026-11-09
Barclays PLC
INCREASED
Shares1,916,149 from 1,000,187
Change+915,962 (+92%)
Value$208.6M (+$91.3M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares1,809,637 from 2,127,980
Change-318,343 (-15%)
Value$197.0M (-$52.6M)
Filed 2026-10-28
Natixis
INCREASED
Shares1,299,710 from 401,677
Change+898,033 (+224%)
Value$141.5M (+$94.4M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares1,257,481 from 1,235,864
Change+21,617 (+2%)
Value$136.9M (-$8.1M)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,108,331 from 1,108,494
Change-163 (0%)
Value$120.6K (-$129.9M)
Filed 2026-11-02
WestEnd Advisors, LLC
INCREASED
Shares1,081,552 from 1,025,999
Change+55,553 (+5%)
Value$117.7M (-$2.6M)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares676,708 from 644,178
Change+32,530 (+5%)
Value$73.7M (-$1.9M)
Filed 2026-10-29
Factory Mutual Insurance Co
UNCHANGED
Shares568,000 from 568,000
Change0 (0%)
Value$61.8M (-$4.8M)
Filed 2026-10-30
KCM Investment Advisors LLC
DECREASED
Shares507,835 from 526,859
Change-19,024 (-4%)
Value$55.3M (-$6.5M)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares501,515 from 526,823
Change-25,308 (-5%)
Value$54.6M (-$7.2M)
Filed 2026-11-05
HighTower Advisors, LLC
DECREASED
Shares462,063 from 476,099
Change-14,036 (-3%)
Value$50.3M (-$5.5M)
Filed 2026-11-10
AGF Management LTD
DECREASED
Shares419,151 from 571,904
Change-152,753 (-27%)
Value$45.6M (-$21.5M)
Filed 2026-11-03
Fisher Asset Management, LLC
DECREASED
Shares400,325 from 419,881
Change-19,556 (-5%)
Value$43.6M (-$5.7M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares336,348 from 794,124
Change-457,776 (-58%)
Value$36.6M (-$56.5M)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares301,857 from 336,087
Change-34,230 (-10%)
Value$32.9M (-$6.6M)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares293,353 from 289,741
Change+3,612 (+1%)
Value$31.9M (-$2.1M)
Filed 2026-10-09
BAR Harbor Wealth Management
DECREASED
Shares283,262 from 284,042
Change-780 (0%)
Value$30.8M (-$2.5M)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares268,738 from 238,921
Change+29,817 (+12%)
Value$30.2M (+$2.2M)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares257,645 from 402,951
Change-145,306 (-36%)
Value$28.0M (-$19.2M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares250,286 from 246,330
Change+3,956 (+2%)
Value$27.2M (-$1.6M)
Filed 2026-11-02
Daido Life Insurance Co
INCREASED
Shares237,035 from 225,195
Change+11,840 (+5%)
Value$25.8K (-$26.4M)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares221,587 from 275,382
Change-53,795 (-20%)
Value$24.1M (-$8.2M)
Filed 2026-10-29
IMZ Advisory Inc
INCREASED
Shares217,622 from 213,105
Change+4,517 (+2%)
Value$23.7M (-$1.3M)
Filed 2026-11-03
Biltmore Wealth Management, LLC
INCREASED
Shares206,389 from 199,665
Change+6,724 (+3%)
Value$22.5M (-$953.4K)
Filed 2026-10-09
Oppenheimer Asset Management Inc.
INCREASED
Shares200,038 from 195,176
Change+4,862 (+2%)
Value$21.8M (-$1.1M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares187,869 from 191,798
Change-3,929 (-2%)
Value$20.4M (-$2.0M)
Filed 2026-11-05
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares180,728 from 180,728
Change0 (0%)
Value$19.7M (-$1.5M)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares179,332 from 180,837
Change-1,505 (-1%)
Value$19.5M (-$1.7M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares157,922 from 145,808
Change+12,114 (+8%)
Value$17.2K (-$17.1M)
Filed 2026-11-02
Salomon & Ludwin, LLC
INCREASED
Shares156,817 from 155,065
Change+1,752 (+1%)
Value$17.1M (-$1.3M)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares153,385 from 144,488
Change+8,897 (+6%)
Value$16.7M (-$251.2K)
Filed 2026-10-21
Intrua Financial, LLC
INCREASED
Shares149,328 from 82,224
Change+67,104 (+82%)
Value$16.3M (+$6.6M)
Filed 2026-10-28
TCP Asset Management, LLC
INCREASED
Shares143,146 from 135,997
Change+7,149 (+5%)
Value$15.8M (-$197.9K)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares137,556 from 144,694
Change-7,138 (-5%)
Value$15.0M (-$2.0M)
Filed 2026-11-05
HighPoint Advisor Group LLC
DECREASED
Shares136,352 from 147,108
Change-10,756 (-7%)
Value$14.8M (-$2.4M)
Filed 2026-11-09
Lighthouse Financial Services Inc
INCREASED
Shares133,766 from 131,700
Change+2,066 (+2%)
Value$14.6M (-$993.3K)
Filed 2026-11-02
Bank of Montreal
DECREASED
Shares133,070 from 219,157
Change-86,087 (-39%)
Value$14.5M (-$11.2M)
Filed 2026-11-09
AlphaCore Capital LLC
INCREASED
Shares131,955 from 67,444
Change+64,511 (+96%)
Value$14.4M (+$6.5M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares130,365 from 93,038
Change+37,327 (+40%)
Value$14.2M (+$3.3M)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares126,748 from 254,539
Change-127,791 (-50%)
Value$13.8M (-$16.1M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares125,715 from 123,028
Change+2,687 (+2%)
Value$13.7M (-$745.9K)
Filed 2026-11-02
Encompass More Asset Management
INCREASED
Shares122,590 from 104,366
Change+18,224 (+17%)
Value$13.3M (+$1.1M)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares122,449 from 128,684
Change-6,235 (-5%)
Value$13.3M (-$1.8M)
Filed 2026-10-09
Redstone Wealth Management, LLC
INCREASED
Shares119,562 from 115,749
Change+3,813 (+3%)
Value$13.0M (-$561.9K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares118,920 from 144,651
Change-25,731 (-18%)
Value$12.9M (-$4.0M)
Filed 2026-10-16
Old National Bancorp
DECREASED
Shares115,130 from 116,171
Change-1,041 (-1%)
Value$12.5M (-$1.1M)
Filed 2026-10-20
Petredis Investment Advisors LLC
DECREASED
Shares104,142 from 104,323
Change-181 (0%)
Value$11.3M (-$900.2K)
Filed 2026-10-20
Bank of New York Mellon Corp
DECREASED
Shares101,785 from 102,821
Change-1,036 (-1%)
Value$11.1M (-$980.5K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares101,506 from 92,983
Change+8,523 (+9%)
Value$11.0M (+$64.5K)
Filed 2026-11-04
Bellwether Advisors, LLC
DECREASED
Shares98,914 from 191,679
Change-92,765 (-48%)
Value$10.8M (-$11.7M)
Filed 2026-11-09
Atria Investments, Inc
INCREASED
Shares96,374 from 81,860
Change+14,514 (+18%)
Value$10.5M (+$888.8K)
Filed 2026-10-15
Tamar Securities, LLC
INCREASED
Shares94,301 from 83,234
Change+11,067 (+13%)
Value$10.3M (+$502.1K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares90,169 from 106,202
Change-16,033 (-15%)
Value$9.8M (-$2.6M)
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares87,458 from 128,321
Change-40,863 (-32%)
Value$9.5M (-$5.5M)
Filed 2026-11-06
Forbes J M & Co LLP
UNCHANGED
Shares85,054 from 85,054
Change0 (0%)
Value$9.3M (-$717.9K)
Filed 2026-10-16
Carnegie Investment Counsel
INCREASED
Shares84,034 from 82,597
Change+1,437 (+2%)
Value$9.1M (-$540.7K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares83,890 from 87,045
Change-3,155 (-4%)
Value$9.1M (-$1.1M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares77,018 from 71,934
Change+5,084 (+7%)
Value$8.4M (-$53.8K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares76,830 from 71,701
Change+5,129 (+7%)
Value$8.4M (-$47.0K)
Filed 2026-10-06
Winthrop Capital Management, LLC
DECREASED
Shares75,924 from 79,515
Change-3,591 (-5%)
Value$8.3M (-$1.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares75,467 from 69,741
Change+5,726 (+8%)
Value$8.4M (+$254.0K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
INCREASED
Shares72,735 from 72,265
Change+470 (+1%)
Value$7.9M (-$558.8K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares71,208 from 68,827
Change+2,381 (+3%)
Value$7.8M (-$321.8K)
Filed 2026-11-03
Orange Investment Advisors, Inc.
INCREASED
Shares70,090 from 70,000
Change+90 (+0%)
Value$7.6M (-$581.0K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares67,955 from 64,081
Change+3,874 (+6%)
Value$7.4M (-$119.2K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares66,260 from 64,444
Change+1,816 (+3%)
Value$7.2M (-$346.2K)
Filed 2026-11-04
Foronjy Financial LLC
INCREASED
Shares64,472 from 57,175
Change+7,297 (+13%)
Value$7.0M (+$311.7K)
Filed 2026-10-14
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares64,210 from 64,210
Change0 (0%)
Value$7.0M (-$541.9K)
Filed 2026-10-29
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares63,624 from 63,624
Change0 (0%)
Value$6.9M (-$537.0K)
Filed 2026-11-09
Miller Howard Investments Inc
NEW
Shares63,572
Change+63,572
Value$6.9M
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares59,872 from 61,606
Change-1,734 (-3%)
Value$6.5M (-$708.7K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares59,415 from 71,470
Change-12,055 (-17%)
Value$6.5K (-$6.9M)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares59,011 from 125,976
Change-66,965 (-53%)
Value$6.4M (-$8.4M)
Filed 2026-10-28
Peterson Wealth Management
DECREASED
Shares57,770 from 59,570
Change-1,800 (-3%)
Value$6.3M (-$698.6K)
Filed 2026-11-06
Harbour Trust & Investment Management Co
DECREASED
Shares56,676 from 60,155
Change-3,479 (-6%)
Value$6.2M (-$886.4K)
Filed 2026-10-28
First Interstate Bank
DECREASED
Shares56,575 from 57,152
Change-577 (-1%)
Value$6.2M (-$545.2K)
Filed 2026-10-23
Cooksen Wealth, LLC
INCREASED
Shares55,904 from 52,242
Change+3,662 (+7%)
Value$6.3M (+$181.9K)
Filed 2026-10-13
First Merchants Corp
DECREASED
Shares55,662 from 55,746
Change-84 (0%)
Value$6.1M (-$479.6K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares55,127 from 56,387
Change-1,260 (-2%)
Value$6.0M (-$613.1K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares54,828 from 53,677
Change+1,151 (+2%)
Value$6.0M (-$327.6K)
Filed 2026-11-05
Chemung Canal Trust Co
INCREASED
Shares54,664 from 53,300
Change+1,364 (+3%)
Value$5.9M (-$301.4K)
Filed 2026-11-04
Evolution Wealth Advisors, LLC
DECREASED
Shares54,335 from 70,950
Change-16,615 (-23%)
Value$5.9M (-$2.4M)
Filed 2026-11-03
Toth Financial Advisory Corp
DECREASED
Shares53,937 from 54,739
Change-802 (-1%)
Value$5.9M (-$549.3K)
Filed 2026-10-08
Compass Wealth Management, LLC
INCREASED
Shares53,182 from 50,428
Change+2,754 (+5%)
Value$5.8M (-$125.9K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares53,161 from 56,159
Change-2,998 (-5%)
Value$5.8M (-$800.3K)
Filed 2026-11-05
Stockman Wealth Management, Inc.
INCREASED
Shares52,614 from 45,923
Change+6,691 (+15%)
Value$5.7M (+$340.6K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares51,622 from 62,624
Change-11,002 (-18%)
Value$5.6K (-$7.3M)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares51,203 from 8,397
Change+42,806 (+510%)
Value$5.6M (+$4.6M)
Filed 2026-10-28
Steele Capital Management, Inc.
DECREASED
Shares51,186 from 56,671
Change-5,485 (-10%)
Value$5.6M (-$1.1M)
Filed 2026-11-02
Congress Asset Management Co
NEW
Shares50,880
Change+50,880
Value$5.5M
Filed 2026-10-06
Hartford Financial Management Inc.
INCREASED
Shares50,524 from 47,270
Change+3,254 (+7%)
Value$5.5M (-$44.8K)
Filed 2026-10-21
Premier Path Wealth Partners, LLC
DECREASED
Shares49,742 from 79,153
Change-29,411 (-37%)
Value$5.4M (-$3.9M)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
INCREASED
Shares48,803 from 42,702
Change+6,101 (+14%)
Value$5.3M (+$303.7K)
Filed 2026-10-08
Segment Wealth Management, LLC
DECREASED
Shares47,949 from 49,825
Change-1,876 (-4%)
Value$5.2M (-$624.7K)
Filed 2026-10-26
German American Bancorp, Inc.
INCREASED
Shares47,752 from 47,499
Change+253 (+1%)
Value$5.2M (-$373.4K)
Filed 2026-11-10
Midwest Trust Co
DECREASED
Shares44,884 from 45,262
Change-378 (-1%)
Value$4.9M (-$423.2K)
Filed 2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED
Shares44,822 from 44,596
Change+226 (+1%)
Value$4.9M (-$351.8K)
Filed 2026-10-16
Keybank National Association
INCREASED
Shares43,918 from 43,454
Change+464 (+1%)
Value$4.8M (-$316.2K)
Filed 2026-11-04
Sharper & Granite LLC
INCREASED
Shares41,894 from 41,485
Change+409 (+1%)
Value$4.6M (-$299.8K)
Filed 2026-11-02
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares41,500 from 68,600
Change-27,100 (-39%)
Value$4.5M (-$3.5M)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares40,553 from 27,863
Change+12,690 (+46%)
Value$4.4M (+$1.2M)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
DECREASED
Shares39,123 from 41,187
Change-2,064 (-5%)
Value$4.3M (-$572.2K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares38,839 from 39,884
Change-1,045 (-3%)
Value$4.2M (-$450.3K)
Filed 2026-10-19
Attessa Capital LLC
INCREASED
Shares38,710 from 36,487
Change+2,223 (+6%)
Value$4.2M (-$66.0K)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares37,441 from 37,162
Change+279 (+1%)
Value$4.1M (-$283.4K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
NEW
Shares37,074
Change+37,074
Value$4.0M
Filed 2026-11-02
Nelson Capital Management, LLC
INCREASED
Shares36,907 from 31,794
Change+5,113 (+16%)
Value$4.0M (+$288.2K)
Filed 2026-11-09
Kennicott Capital Management LLC
DECREASED
Shares36,652 from 36,687
Change-35 (0%)
Value$4.0M (-$313.4K)
Filed 2026-10-16
Es4, LLC
INCREASED
Shares36,501 from 36,243
Change+258 (+1%)
Value$4.0M (-$277.9K)
Filed 2026-11-09
LightSquare Wealth Management, LLC
INCREASED
Shares35,383 from 34,174
Change+1,209 (+4%)
Value$3.9M (-$156.8K)
Filed 2026-11-03
Independence Wealth Advisors, LLC
INCREASED
Shares35,049 from 33,650
Change+1,399 (+4%)
Value$3.8M (-$131.6K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares34,555 from 25,945
Change+8,610 (+33%)
Value$3.8M (+$718.1K)
Filed 2026-10-13
Darwin Wealth Management, LLC
INCREASED
Shares34,135 from 32,816
Change+1,319 (+4%)
Value$3.7M (-$133.5K)
Filed 2026-11-09
Bank Hapoalim BM
DECREASED
Shares33,556 from 42,246
Change-8,690 (-21%)
Value$3.7K (-$5.0M)
Filed 2026-11-10
Oppenheimer & Co Inc
DECREASED
Shares33,404 from 37,811
Change-4,407 (-12%)
Value$3.6M (-$798.8K)
Filed 2026-10-26
Howard Capital Management Group, LLC
DECREASED
Shares32,000 from 33,312
Change-1,312 (-4%)
Value$3.5M (-$423.8K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED
Shares31,959 from 32,510
Change-551 (-2%)
Value$3.5M (-$334.3K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares31,032 from 32,612
Change-1,580 (-5%)
Value$3.4M (-$447.2K)
Filed 2026-10-20
Neville Rodie & Shaw Inc
DECREASED
Shares30,680 from 30,830
Change-150 (0%)
Value$3.3K (-$277)
Filed 2026-10-05
Pennsylvania Capital Management Inc
DECREASED
Shares30,473 from 30,720
Change-247 (-1%)
Value$3.3M (-$286.2K)
Filed 2026-11-05
Butensky & Cohen Financial Security, Inc
INCREASED
Shares30,259 from 28,785
Change+1,474 (+5%)
Value$3.3M (-$82.5K)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
DECREASED
Shares30,142 from 33,812
Change-3,670 (-11%)
Value$3.3M (-$684.8K)
Filed 2026-10-05
3Edge Asset Management, LP
DECREASED
Shares30,116 from 65,662
Change-35,546 (-54%)
Value$3.3M (-$4.4M)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares29,595 from 42,073
Change-12,478 (-30%)
Value$3.2M (-$1.7M)
Filed 2026-10-08
jvl associates llc
UNCHANGED
Shares29,574 from 29,574
Change0 (0%)
Value$3.2M (-$249.6K)
Filed 2026-10-09
AMG National Trust Bank
DECREASED
Shares29,461 from 29,661
Change-200 (-1%)
Value$3.2M (-$272.1K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares28,113 from 28,795
Change-682 (-2%)
Value$3.1M (-$317.2K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares28,107 from 27,391
Change+716 (+3%)
Value$3.1M (-$153.2K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares28,026 from 40,001
Change-11,975 (-30%)
Value$3.1M (-$1.6M)
Filed 2026-10-13
Horizon Financial Services, LLC
INCREASED
Shares27,846 from 22,279
Change+5,567 (+25%)
Value$3.0M (+$417.9K)
Filed 2026-11-04
Tritonpoint Wealth, LLC
DECREASED
Shares27,790 from 28,654
Change-864 (-3%)
Value$3.0M (-$335.9K)
Filed 2026-10-19
10Elms LLP
INCREASED
Shares27,536 from 26,332
Change+1,204 (+5%)
Value$3.0M (-$91.1K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares27,419 from 29,141
Change-1,722 (-6%)
Value$3.0M (-$433.3K)
Filed 2026-11-09
MontVue Capital Management, Inc.
DECREASED
Shares27,112 from 27,294
Change-182 (-1%)
Value$3.0M (-$250.2K)
Filed 2026-10-19
Associated Banc-Corp
INCREASED
Shares27,056 from 27,024
Change+32 (+0%)
Value$2.9M (-$224.6K)
Filed 2026-10-30
Trust Co of Oklahoma
DECREASED
Shares26,631 from 28,972
Change-2,341 (-8%)
Value$2.9M (-$499.3K)
Filed 2026-10-15
Atlas Capital Advisors Inc.
DECREASED
Shares26,426 from 27,186
Change-760 (-3%)
Value$2.3M (-$881.6K)
Filed 2026-11-09
Boltwood Capital Management
INCREASED
Shares26,008 from 25,820
Change+188 (+1%)
Value$2.8M (-$197.5K)
Filed 2026-10-02
CV Advisors LLC
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$2.8M (-$219.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares25,643 from 27,466
Change-1,823 (-7%)
Value$2.8M (-$430.2K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares25,467 from 32,297
Change-6,830 (-21%)
Value$2.8M (-$1.0M)
Filed 2026-10-13
Diversified Enterprises, LLC
DECREASED
Shares25,169 from 25,365
Change-196 (-1%)
Value$2.7M (-$235.4K)
Filed 2026-10-19
Hansen & Associates Financial Group, Inc.
INCREASED
Shares24,833 from 23,238
Change+1,595 (+7%)
Value$2.8M (+$31.8K)
Filed 2026-11-09
First Horizon Corp
INCREASED
Shares24,495 from 24,290
Change+205 (+1%)
Value$2.7M (-$182.7K)
Filed 2026-10-26
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares24,347 from 23,155
Change+1,192 (+5%)
Value$2.7M (+$21.1K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares24,143 from 23,208
Change+935 (+4%)
Value$2.6M (-$94.1K)
Filed 2026-10-23
Chesapeake Wealth Management
DECREASED
Shares24,095 from 25,233
Change-1,138 (-5%)
Value$2.6M (-$336.8K)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares24,047 from 25,618
Change-1,571 (-6%)
Value$2.6M (-$387.1K)
Filed 2026-10-08
Banco Santander, S.A.
DECREASED
Shares24,039 from 25,907
Change-1,868 (-7%)
Value$2.6M (-$422.0K)
Filed 2026-11-10
Verus Capital Partners, LLC
INCREASED
Shares24,013 from 23,064
Change+949 (+4%)
Value$2.6M (-$91.4K)
Filed 2026-11-03
AdvisorShares Investments LLC
DECREASED
Shares23,798 from 54,488
Change-30,690 (-56%)
Value$2.6M (-$3.8M)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares23,770 from 18,885
Change+4,885 (+26%)
Value$2.6M (+$372.3K)
Filed 2026-10-16
Advisory Resource Group
INCREASED
Shares23,733 from 22,178
Change+1,555 (+7%)
Value$2.6M (-$18.0K)
Filed 2026-10-26
Trust Co
DECREASED
Shares23,633 from 23,752
Change-119 (0%)
Value$2.6M (-$213.4K)
Filed 2026-10-09
Savant Capital, LLC
INCREASED
Shares23,612 from 22,813
Change+799 (+4%)
Value$2.6M (-$50.5K)
Filed 2026-11-06
Essex LLC
INCREASED
Shares23,369 from 21,390
Change+1,979 (+9%)
Value$2.5M (+$34.9K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares23,344 from 23,556
Change-212 (-1%)
Value$2.5M (-$218.1K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares23,217 from 23,137
Change+80 (+0%)
Value$2.5M (-$186.6K)
Filed 2026-10-20
Ring Mountain Capital, LLC
DECREASED
Shares22,938 from 23,676
Change-738 (-3%)
Value$2.5M (-$280.1K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
INCREASED
Shares22,868 from 20,741
Change+2,127 (+10%)
Value$2.5M (+$56.4K)
Filed 2026-11-09
Point Windward Advisors Inc.
INCREASED
Shares22,729 from 21,641
Change+1,088 (+5%)
Value$2.5M (-$64.2K)
Filed 2026-11-06
Relyea Zuckerberg Hanson LLC
INCREASED
Shares22,719 from 22,718
Change+1 (0%)
Value$2.5M (-$191.6K)
Filed 2026-10-20
Wall Capital Group, Inc.
DECREASED
Shares22,542 from 28,239
Change-5,697 (-20%)
Value$2.5M (-$858.4K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares22,496 from 22,267
Change+229 (+1%)
Value$2.4M (-$163.0K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares22,381 from 21,254
Change+1,127 (+5%)
Value$2.4M (-$56.8K)
Filed 2026-10-28
Constitution Capital LLC
INCREASED
Shares22,253 from 21,993
Change+260 (+1%)
Value$2.4M (-$157.3K)
Filed 2026-10-23
Apollon Financial, LLC
DECREASED
Shares21,961 from 31,262
Change-9,301 (-30%)
Value$2.4M (-$1.3M)
Filed 2026-10-23
Clarus Wealth Advisors
INCREASED
Shares21,862 from 19,980
Change+1,882 (+9%)
Value$2.5M (+$163.5K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares21,776 from 21,423
Change+353 (+2%)
Value$2.4K (-$2.5M)
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares21,480 from 21,478
Change+2 (+0%)
Value$2.3M (-$181.0K)
Filed 2026-10-08
Colony Family Offices, LLC
UNCHANGED
Shares21,424 from 21,424
Change0 (0%)
Value$2.3M (-$180.8K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares21,183 from 20,289
Change+894 (+4%)
Value$2.3M (-$73.9K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares20,855 from 11,783
Change+9,072 (+77%)
Value$2.4M (+$1.1M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares20,855 from 11,783
Change+9,072 (+77%)
Value$2.4M (+$1.1M)
Filed 2026-10-20
111 Capital
NEW
Shares20,795
Change+20,795
Value$2.3M
Filed 2026-11-03
ARS Investment Partners, LLC
DECREASED
Shares20,774 from 21,284
Change-510 (-2%)
Value$2.3M (-$235.1K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares20,756 from 23,476
Change-2,720 (-12%)
Value$2.3M (-$494.1K)
Filed 2026-10-23
CDM Financial Counseling Services, Inc.
INCREASED
Shares20,674 from 20,065
Change+609 (+3%)
Value$2.3M (-$103.1K)
Filed 2026-10-15
M&T Bank Corp
DECREASED
Shares20,490 from 23,350
Change-2,860 (-12%)
Value$2.2M (-$508.3K)
Filed 2026-11-10
New York Life Investment Management LLC
DECREASED
Shares20,412 from 29,515
Change-9,103 (-31%)
Value$2.2M (-$1.2M)
Filed 2026-11-04
Channel Wealth LLC
INCREASED
Shares20,398 from 6,925
Change+13,473 (+195%)
Value$2.2M (+$1.4M)
Filed 2026-11-06
Windsor Capital Management, LLC
DECREASED
Shares20,165 from 20,464
Change-299 (-1%)
Value$2.2M (-$205.3K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares20,016 from 21,692
Change-1,676 (-8%)
Value$2.2M (-$365.5K)
Filed 2026-10-29
Magnolia Capital Management LTD
DECREASED
Shares19,910 from 21,742
Change-1,832 (-8%)
Value$2.2K (-$383)
Filed 2026-10-09
Centennial Bank
INCREASED
Shares19,623 from 15,825
Change+3,798 (+24%)
Value$2.1M (+$279.8K)
Filed 2026-11-09
NBT Bank, N.A.
INCREASED
Shares19,371 from 19,082
Change+289 (+2%)
Value$2.1M (-$129.6K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares19,219 from 19,032
Change+187 (+1%)
Value$2.1M (-$140.3K)
Filed 2026-10-29
Ameraudi Asset Management, Inc.
DECREASED
Shares19,163 from 62,446
Change-43,283 (-69%)
Value$2.1M (-$5.2M)
Filed 2026-11-05
Western Wealth Management, LLC
DECREASED
Shares19,132 from 21,067
Change-1,935 (-9%)
Value$2.1M (-$388.4K)
Filed 2026-11-09
OpenArc Corporate Advisory, LLC
DECREASED
Shares19,128 from 21,215
Change-2,087 (-10%)
Value$2.1M (-$406.2K)
Filed 2026-10-21
Advisor Resource Council
DECREASED
Shares19,070 from 22,326
Change-3,256 (-15%)
Value$2.1M (-$528.6K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares18,980 from 18,391
Change+589 (+3%)
Value$2.1M (-$91.1K)
Filed 2026-10-28
Beacon Capital Management, Inc.
INCREASED
Shares18,948 from 15,982
Change+2,966 (+19%)
Value$2.1M (+$187.9K)
Filed 2026-10-13
Curat Global, LLC
DECREASED
Shares18,748 from 19,526
Change-778 (-4%)
Value$2.0M (-$5.0K)
Filed 2026-10-26
United Asset Strategies, Inc.
DECREASED
Shares18,457 from 42,234
Change-23,777 (-56%)
Value$2.0M (-$2.9M)
Filed 2026-10-28
Nwam LLC
INCREASED
Shares18,329 from 18,239
Change+90 (+0%)
Value$2.0M (-$144.2K)
Filed 2026-11-09
Financial Freedom, LLC
DECREASED
Shares18,030 from 18,857
Change-827 (-4%)
Value$2.0M (-$249.1K)
Filed 2026-11-06
Phoenix Financial Ltd.
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$2.0M (-$151.9K)
Filed 2026-11-09
Calamos Wealth Management LLC
DECREASED
Shares17,615 from 17,672
Change-57 (0%)
Value$1.9M (-$155.4K)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED
Shares17,564 from 18,147
Change-583 (-3%)
Value$1.9M (-$216.6K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares17,231 from 54,085
Change-36,854 (-68%)
Value$1.9M (-$4.5M)
Filed 2026-10-23
Realta Investment Advisors
INCREASED
Shares17,193 from 13,631
Change+3,562 (+26%)
Value$1.9M (+$272.6K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares17,124 from 17,885
Change-761 (-4%)
Value$1.9M (-$233.8K)
Filed 2026-10-30
Redwood Financial Network Corp
DECREASED
Shares16,875 from 17,194
Change-319 (-2%)
Value$1.8M (-$179.9K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
DECREASED
Shares16,845 from 18,384
Change-1,539 (-8%)
Value$1.8M (-$322.6K)
Filed 2026-10-27
Milestone Asset Management, LLC
INCREASED
Shares16,555 from 8,917
Change+7,638 (+86%)
Value$1.8M (+$756.1K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares16,372 from 16,371
Change+1 (+0%)
Value$1.8M (-$138.1K)
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares16,368 from 20,101
Change-3,733 (-19%)
Value$1.8M (-$566.6K)
Filed 2026-11-03
Roberts Wealth Advisors, LLC
INCREASED
Shares16,229 from 15,804
Change+425 (+3%)
Value$1.8M (-$87.1K)
Filed 2026-10-14
Bfsg, LLC
INCREASED
Shares15,991 from 15,617
Change+374 (+2%)
Value$1.7M (-$91.1K)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares15,951 from 19,165
Change-3,214 (-17%)
Value$1.7M (-$511.6K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares15,937 from 16,522
Change-585 (-4%)
Value$1.7K (-$1.9M)
Filed 2026-10-22
Valmark Advisers, Inc.
INCREASED
Shares15,751 from 14,587
Change+1,164 (+8%)
Value$1.7M (+$3.6K)
Filed 2026-11-06
Stonebridge Financial Planning Group, LLC
DECREASED
Shares15,518 from 15,626
Change-108 (-1%)
Value$1.7M (-$143.6K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares15,120 from 14,897
Change+223 (+2%)
Value$1.7M (-$2.6K)
Filed 2026-11-04
Live Oak Investment Partners
INCREASED
Shares14,991 from 14,867
Change+124 (+1%)
Value$1.6M (-$112.0K)
Filed 2026-10-23
IFG Advisory, LLC
DECREASED
Shares14,872 from 15,997
Change-1,125 (-7%)
Value$1.6M (-$257.5K)
Filed 2026-11-09
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,845 from 14,548
Change+297 (+2%)
Value$1.6M (-$90.5K)
Filed 2026-10-13
Mechanics Bank Trust Department
DECREASED
Shares14,641 from 14,959
Change-318 (-2%)
Value$1.6M (-$160.9K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares14,538 from 14,003
Change+535 (+4%)
Value$1.6M (-$60.0K)
Filed 2026-10-28
Camelot Technology Advisors, Inc.
INCREASED
Shares14,175 from 13,803
Change+372 (+3%)
Value$1.5M (-$76.1K)
Filed 2026-10-09
Harrell Investment Partners, LLC
INCREASED
Shares13,985 from 13,891
Change+94 (+1%)
Value$1.5M (-$107.0K)
Filed 2026-10-15
Narus Financial Partners, LLC
INCREASED
Shares13,892 from 13,572
Change+320 (+2%)
Value$1.5M (-$79.7K)
Filed 2026-10-19
Wulff, Hansen & Co.
INCREASED
Shares13,886 from 13,700
Change+186 (+1%)
Value$1.5M (-$95.4K)
Filed 2026-11-09
HBW Advisory Services LLC
INCREASED
Shares13,864 from 13,848
Change+16 (+0%)
Value$1.5M (-$115.2K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares13,438 from 13,167
Change+271 (+2%)
Value$1.5M (-$92.0K)
Filed 2026-10-09
Delta Financial Advisors LLC
INCREASED
Shares13,123 from 12,656
Change+467 (+4%)
Value$1.4M (-$56.0K)
Filed 2026-10-27
Montecito Bank & Trust
DECREASED
Shares12,997 from 13,027
Change-30 (0%)
Value$1.4M (-$113.2K)
Filed 2026-10-01
Jacobi Capital Management LLC
DECREASED
Shares12,983 from 13,024
Change-41 (0%)
Value$1.4M (-$114.4K)
Filed 2026-11-05
Bessemer Group Inc
UNCHANGED
Shares12,980 from 12,980
Change0 (0%)
Value$1.4K (-$1.5M)
Filed 2026-11-09
Nations Financial Group Inc,
INCREASED
Shares12,940 from 12,934
Change+6 (+0%)
Value$1.4M (-$108.5K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
UNCHANGED
Shares12,910 from 12,910
Change0 (0%)
Value$1.4M (-$109.0K)
Filed 2026-11-05
First Business Financial Services, Inc.
UNCHANGED
Shares12,902 from 12,902
Change0 (0%)
Value$1.4M (-$108.9K)
Filed 2026-10-29
Purus Wealth Management, LLC
INCREASED
Shares12,803 from 12,622
Change+181 (+1%)
Value$1.4M (-$86.8K)
Filed 2026-10-15
Kingstone Capital Partners Texas, LLC
DECREASED
Shares12,752 from 13,230
Change-478 (-4%)
Value$1.4M (-$163.7K)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares12,746 from 12,728
Change+18 (+0%)
Value$1.4M (-$105.5K)
Filed 2026-10-21
Atticus Wealth Management, LLC
DECREASED
Shares12,585 from 12,612
Change-27 (0%)
Value$1.4M (-$109.4K)
Filed 2026-10-20
Providence First Trust Co
DECREASED
Shares12,527 from 14,607
Change-2,080 (-14%)
Value$1.4M (-$349.7K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares12,508
Change+12,508
Value$1.4M
Filed 2026-10-19
Plimoth Trust Co LLC
DECREASED
Shares12,419 from 12,603
Change-184 (-1%)
Value$1.4M (-$126.4K)
Filed 2026-10-26
Bangor Savings Bank
INCREASED
Shares12,396 from 11,693
Change+703 (+6%)
Value$1.3M (-$22.2K)
Filed 2026-10-06
CWA Asset Management Group, LLC
UNCHANGED
Shares12,382 from 12,382
Change0 (0%)
Value$1.3M (-$104.5K)
Filed 2026-10-19
Cornerstone Capital, Inc.
DECREASED
Shares12,360 from 13,339
Change-979 (-7%)
Value$1.3M (-$219.1K)
Filed 2026-11-10
Fulcrum Equity Management
DECREASED
Shares12,123 from 13,229
Change-1,106 (-8%)
Value$1.3M (-$232.1K)
Filed 2026-10-21
MKT Advisors LLC
DECREASED
Shares12,079 from 12,501
Change-422 (-3%)
Value$1.3M (-$118.1K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares12,068 from 12,903
Change-835 (-6%)
Value$1.3M (-$199.8K)
Filed 2026-11-03
Kessler Investment Group, LLC
INCREASED
Shares11,988 from 4,392
Change+7,596 (+173%)
Value$1.3M (+$789.7K)
Filed 2026-10-08
Pines Wealth Management, LLC
INCREASED
Shares11,838 from 11,220
Change+618 (+6%)
Value$1.3M (-$27.4K)
Filed 2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED
Shares11,823 from 12,330
Change-507 (-4%)
Value$1.3M (-$115.7K)
Filed 2026-10-21
Clearstead Advisors, LLC
DECREASED
Shares11,784 from 13,731
Change-1,947 (-14%)
Value$1.3M (-$327.9K)
Filed 2026-11-06
Citizens Financial Group Inc
INCREASED
Shares11,764 from 11,347
Change+417 (+4%)
Value$1.3M (-$50.5K)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares11,762 from 13,019
Change-1,257 (-10%)
Value$1.3M (-$246.7K)
Filed 2026-10-21
Shepherd Financial Partners LLC
INCREASED
Shares11,758 from 11,757
Change+1 (+0%)
Value$1.3M (-$99.1K)
Filed 2026-11-03
Kanawha Capital Management LLC
DECREASED
Shares11,752 from 11,877
Change-125 (-1%)
Value$1.3M (-$113.8K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
INCREASED
Shares11,743 from 3,306
Change+8,437 (+255%)
Value$1.3M (+$890.4K)
Filed 2026-10-05
Crestwood Advisors Group, LLC
DECREASED
Shares11,741 from 11,761
Change-20 (0%)
Value$1.3M (-$101.4K)
Filed 2026-10-27
Cornerstone National Bank & Trust Co
INCREASED
Shares11,666 from 11,493
Change+173 (+2%)
Value$1.3M (-$87.8K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
DECREASED
Shares11,664 from 11,724
Change-60 (-1%)
Value$1.3M (-$105.5K)
Filed 2026-11-06
Great Valley Advisor Group, Inc.
INCREASED
Shares11,466 from 11,019
Change+447 (+4%)
Value$1.2M (-$44.1K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares11,361 from 11,225
Change+136 (+1%)
Value$1.2M (-$79.9K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares11,279 from 12,080
Change-801 (-7%)
Value$1.2M (-$189.1K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares11,178 from 11,065
Change+113 (+1%)
Value$1.3M (+$13.3K)
Filed 2026-11-06
Silver OAK Securities, Incorporated
DECREASED
Shares11,157 from 17,305
Change-6,148 (-36%)
Value$1.3M (-$717.8K)
Filed 2026-11-09
Quadcap Wealth Management, LLC
DECREASED
Shares10,968 from 11,445
Change-477 (-4%)
Value$1.2M (-$148.5K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares10,852 from 10,542
Change+310 (+3%)
Value$1.2M (-$55.2K)
Filed 2026-10-08
Country Trust Bank
INCREASED
Shares10,773 from 9,656
Change+1,117 (+12%)
Value$1.2M (+$40.1K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares10,755 from 12,348
Change-1,593 (-13%)
Value$1.2M (-$277.6K)
Filed 2026-10-13
C2c Wealth Management, LLC
DECREASED
Shares10,538 from 10,896
Change-358 (-3%)
Value$1.1M (-$130.9K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
INCREASED
Shares10,411 from 10,410
Change+1 (+0%)
Value$1.1M (-$87.8K)
Filed 2026-11-06
St. Johns Investment Management Company, LLC
DECREASED
Shares10,398 from 10,497
Change-99 (-1%)
Value$1.1M (-$99.4K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares10,328 from 39,265
Change-28,937 (-74%)
Value$1.1M (-$3.5M)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares10,161 from 8,163
Change+1,998 (+24%)
Value$1.1M (+$148.6K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
DECREASED
Shares10,160 from 10,401
Change-241 (-2%)
Value$1.1M (-$113.9K)
Filed 2026-11-02
Sherman Asset Management, Inc.
DECREASED
Shares10,155 from 14,287
Change-4,132 (-29%)
Value$1.1M (-$570.3K)
Filed 2026-11-05
R2 Capital Strategies, LLC
INCREASED
Shares10,109 from 8,165
Change+1,944 (+24%)
Value$1.1M (+$142.7K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED
Shares9,979 from 56,018
Change-46,039 (-82%)
Value$1.1M (-$5.5M)
Filed 2026-10-16
James Investment Research, Inc.
DECREASED
Shares9,906 from 10,606
Change-700 (-7%)
Value$1.1M (-$165.7K)
Filed 2026-10-22
Wealthfront Advisers LLC
INCREASED
Shares9,853 from 9,269
Change+584 (+6%)
Value$1.1M (-$14.7K)
Filed 2026-11-09
Alpha Wealth Funds, LLC
INCREASED
Shares9,745 from 6,713
Change+3,032 (+45%)
Value$1.2M (+$460.1K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares9,706 from 9,741
Change-35 (0%)
Value$1.1M (-$86.0K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares9,680 from 10,172
Change-492 (-5%)
Value$1.1M (-$139.3K)
Filed 2026-10-13
OAK Family Advisors, LLC
DECREASED
Shares9,650 from 9,652
Change-2 (0%)
Value$1.1M (-$81.7K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
DECREASED
Shares9,577 from 10,547
Change-970 (-9%)
Value$1.0M (-$194.6K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares9,548 from 28,654
Change-19,106 (-67%)
Value$1.0M (-$2.3M)
Filed 2026-11-05
Smith Salley Wealth Management
DECREASED
Shares9,324 from 9,366
Change-42 (0%)
Value$1.0M (-$83.6K)
Filed 2026-11-03
RCW Management, LLC
DECREASED
Shares9,315 from 9,498
Change-183 (-2%)
Value$1.0M (-$100.1K)
Filed 2026-10-30
Rockland Trust Co
DECREASED
Shares9,297 from 22,486
Change-13,189 (-59%)
Value$1.0M (-$1.6M)
Filed 2026-10-05
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares9,260 from 9,260
Change0 (0%)
Value$1.0M (-$78.2K)
Filed 2026-11-09
Vilga Financial Planning LLC
INCREASED
Shares9,252 from 9,038
Change+214 (+2%)
Value$1.0M (-$53.0K)
Filed 2026-10-09
Argent Trust Co
DECREASED
Shares9,216 from 9,289
Change-73 (-1%)
Value$1.0M (-$86.3K)
Filed 2026-11-09
DSG Capital Advisors, LLC
UNCHANGED
Shares9,216 from 9,216
Change0 (0%)
Value$1.0M (-$65.1K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares9,027 from 45,415
Change-36,388 (-80%)
Value$982.5K (-$4.3M)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED
Shares8,964 from 8,964
Change0 (0%)
Value$975.6K (-$75.7K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares8,922 from 8,877
Change+45 (+1%)
Value$971.1K (-$70.0K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares8,920
Change+8,920
Value$971.5K
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares8,852 from 8,444
Change+408 (+5%)
Value$963.5K (-$26.8K)
Filed 2026-11-06
Legacy Private Trust Co.
INCREASED
Shares8,822 from 6,737
Change+2,085 (+31%)
Value$960.2K (+$170.1K)
Filed 2026-10-06
Sagespring Wealth Partners, LLC
INCREASED
Shares8,818 from 3,309
Change+5,509 (+166%)
Value$959.8K (+$571.7K)
Filed 2026-10-22
Toews Corp
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$946.9K (-$73.4K)
Filed 2026-11-09
E&G Advisors, LLC
DECREASED
Shares8,685 from 8,745
Change-60 (-1%)
Value$945.2K (-$80.3K)
Filed 2026-10-13
Journey Advisory Group, LLC
UNCHANGED
Shares8,624 from 8,624
Change0 (0%)
Value$938.6K (-$72.8K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares8,601 from 8,961
Change-360 (-4%)
Value$936.1K (-$114.8K)
Filed 2026-10-19
Rockingstone Advisors LLC
INCREASED
Shares8,518 from 8,178
Change+340 (+4%)
Value$927.1K (-$32.0K)
Filed 2026-10-16
Nixon Peabody Trust Co
UNCHANGED
Shares8,469 from 8,469
Change0 (0%)
Value$921.8K (-$71.5K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
DECREASED
Shares8,382 from 8,581
Change-199 (-2%)
Value$912.3K (-$94.1K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares8,328 from 6,372
Change+1,956 (+31%)
Value$906.4K (+$159.1K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares8,308 from 9,343
Change-1,035 (-11%)
Value$904.3K (-$191.5K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares8,274 from 8,202
Change+72 (+1%)
Value$900.6K (-$61.3K)
Filed 2026-10-22
Univest Financial Corp
DECREASED
Shares8,251 from 9,377
Change-1,126 (-12%)
Value$898.0K (-$201.8K)
Filed 2026-11-05
Occidental Asset Management, LLC
DECREASED
Shares8,249 from 9,229
Change-980 (-11%)
Value$897.8K (-$184.6K)
Filed 2026-11-05
Belpointe Asset Management LLC
DECREASED
Shares8,227 from 9,929
Change-1,702 (-17%)
Value$895.4K (-$269.1K)
Filed 2026-11-09
Crew Capital Management, Ltd
DECREASED
Shares8,060 from 24,194
Change-16,134 (-67%)
Value$877.3K (-$2.0M)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares8,060 from 8,060
Change0 (0%)
Value$877.3K (-$68.0K)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares7,944 from 7,772
Change+172 (+2%)
Value$864.6K (-$46.9K)
Filed 2026-10-21
First Citizens Financial Corp
INCREASED
Shares7,742 from 7,546
Change+196 (+3%)
Value$842.6K (-$42.4K)
Filed 2026-10-02
Kagan Cocozza Asset Management
INCREASED
Shares7,713 from 7,663
Change+50 (+1%)
Value$839.5K (-$59.2K)
Filed 2026-10-19
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares7,635 from 7,635
Change0 (0%)
Value$831 (-$64)
Filed 2026-10-08
Donaldson Capital Management, LLC
INCREASED
Shares7,616 from 7,610
Change+6 (+0%)
Value$829.0K (-$63.5K)
Filed 2026-11-09
Archford Capital Strategies, LLC
DECREASED
Shares7,563 from 7,710
Change-147 (-2%)
Value$823.1K (-$81.1K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares7,548 from 6,976
Change+572 (+8%)
Value$821.6K (+$3.4K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares7,498 from 7,411
Change+87 (+1%)
Value$816.1K (-$53.2K)
Filed 2026-10-07
New Wave Wealth Advisors LLC
DECREASED
Shares7,257 from 7,946
Change-689 (-9%)
Value$815.4K (-$116.5K)
Filed 2026-10-19
Oxler Private Wealth LLC
DECREASED
Shares7,039 from 7,086
Change-47 (-1%)
Value$766.1K (-$65.0K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares7,027 from 6,990
Change+37 (+1%)
Value$764.8K (-$55.0K)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares7,024 from 7,044
Change-20 (0%)
Value$764.5K (-$61.6K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares7,012 from 7,326
Change-314 (-4%)
Value$763.2K (-$96.1K)
Filed 2026-10-26
McHugh Group, LLC
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$756.4K (-$58.7K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
UNCHANGED
Shares6,923 from 6,923
Change0 (0%)
Value$753.5K (-$58.4K)
Filed 2026-11-03
Nikulski Financial, Inc.
INCREASED
Shares6,879 from 6,779
Change+100 (+1%)
Value$748.7K (-$46.3K)
Filed 2026-11-06
Founders Financial Alliance, LLC
UNCHANGED
Shares6,784 from 6,784
Change0 (0%)
Value$738.4K (-$57.2K)
Filed 2026-11-10
KDK Private Wealth Management, LLC
UNCHANGED
Shares6,713 from 6,713
Change0 (0%)
Value$730.6K (-$56.7K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
NEW
Shares6,667
Change+6,667
Value$725.6K
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares6,662 from 6,662
Change0 (0%)
Value$725.1K (-$56.2K)
Filed 2026-10-27
City Center Advisors, LLC
DECREASED
Shares6,557 from 11,699
Change-5,142 (-44%)
Value$713.7K (-$658.4K)
Filed 2026-10-08
Exchange Traded Concepts, LLC
INCREASED
Shares6,498 from 4,959
Change+1,539 (+31%)
Value$707.2K (+$125.7K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares6,492 from 6,528
Change-36 (-1%)
Value$708.5K (-$57.2K)
Filed 2026-11-02
Nuveen, LLC
INCREASED
Shares6,301 from 4,301
Change+2,000 (+47%)
Value$687.7K (+$183.3K)
Filed 2026-11-10
Fjell Capital, LLC
INCREASED
Shares6,276 from 6,165
Change+111 (+2%)
Value$683.1K (-$39.9K)
Filed 2026-10-13
Fenimore Asset Management Inc
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$683.1K (-$53.0K)
Filed 2026-10-08
First National Trust Co
INCREASED
Shares6,216 from 5,742
Change+474 (+8%)
Value$676.5K (+$3.1K)
Filed 2026-10-28
Contravisory Investment Management, Inc.
INCREASED
Shares6,155 from 5,913
Change+242 (+4%)
Value$669.9K (-$23.6K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares6,030 from 4,616
Change+1,414 (+31%)
Value$656.3K (+$115.0K)
Filed 2026-10-21
China Universal Asset Management Co., Ltd.
UNCHANGED
Shares6,030 from 6,030
Change0 (0%)
Value$658.2K (-$49.0K)
Filed 2026-10-28
Freestone Capital Holdings, LLC
UNCHANGED
Shares6,010 from 6,010
Change0 (0%)
Value$654.1K (-$50.7K)
Filed 2026-11-09
GC Wealth Management RIA, LLC
DECREASED
Shares5,993 from 6,137
Change-144 (-2%)
Value$652.3K (-$67.5K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares5,991 from 6,081
Change-90 (-1%)
Value$652.1K (-$61.1K)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED
Shares5,984 from 1,384
Change+4,600 (+332%)
Value$651.3K (+$489.0K)
Filed 2026-11-09
Ashton Thomas Securities, LLC
DECREASED
Shares5,924 from 7,517
Change-1,593 (-21%)
Value$609.6K (-$265.8K)
Filed 2026-10-26
Duncker Streett & Co Inc
INCREASED
Shares5,906 from 5,307
Change+599 (+11%)
Value$642.8K (+$20.4K)
Filed 2026-10-27
Fourpath Capital Management, LLC
DECREASED
Shares5,887 from 7,089
Change-1,202 (-17%)
Value$640.7K (-$190.6K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares5,821 from 5,975
Change-154 (-3%)
Value$633.5K (-$67.2K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
INCREASED
Shares5,794 from 5,793
Change+1 (+0%)
Value$630.6K (-$48.8K)
Filed 2026-10-09
Lynch & Associates
DECREASED
Shares5,646 from 5,668
Change-22 (0%)
Value$614.5K (-$50.2K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,619 from 2,158
Change+3,461 (+160%)
Value$611.7K (+$358.6K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares5,618 from 6,018
Change-400 (-7%)
Value$611.4K (-$94.5K)
Filed 2026-10-22
Arrow Financial Corp
UNCHANGED
Shares5,599 from 5,599
Change0 (0%)
Value$609.4K (-$47.3K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,549 from 5,733
Change-184 (-3%)
Value$604.0K (-$68.4K)
Filed 2026-11-04
Baldwin Wealth Partners LLC
UNCHANGED
Shares5,540 from 5,540
Change0 (0%)
Value$603.0K (-$46.8K)
Filed 2026-10-13
Sage Capital Management, LLC
INCREASED
Shares5,536 from 5,527
Change+9 (+0%)
Value$602.7K (-$45.7K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares5,419 from 3,537
Change+1,882 (+53%)
Value$589.8K (+$175.0K)
Filed 2026-11-04
Councilmark Asset Management, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$587.7K (-$45.6K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares5,350 from 4,565
Change+785 (+17%)
Value$621.7K (+$108.2K)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares5,210 from 5,215
Change-5 (0%)
Value$567.1K (-$44.6K)
Filed 2026-10-20
Legacy Capital Group California, Inc.
DECREASED
Shares5,150 from 5,328
Change-178 (-3%)
Value$560.5K (-$64.3K)
Filed 2026-11-09
Sigma Investment Counselors Inc
INCREASED
Shares5,128 from 1,730
Change+3,398 (+196%)
Value$558.1K (+$355.2K)
Filed 2026-10-27
Burford Brothers, Inc.
DECREASED
Shares5,126 from 5,604
Change-478 (-9%)
Value$557.9K (-$99.3K)
Filed 2026-10-21
Chicago Trust Co NA
DECREASED
Shares5,108 from 5,714
Change-606 (-11%)
Value$556.0K (-$114.2K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
DECREASED
Shares5,104 from 5,203
Change-99 (-2%)
Value$555.5K (-$54.8K)
Filed 2026-10-14
Childress Capital Advisors, LLC
UNCHANGED
Shares5,066 from 5,066
Change0 (0%)
Value$551.4K (-$42.8K)
Filed 2026-10-28
Worthington Financial Partners, LLC
INCREASED
Shares5,063 from 5,041
Change+22 (+0%)
Value$551.1K (-$40.2K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares5,043 from 4,932
Change+111 (+2%)
Value$548.8K (-$29.6K)
Filed 2026-11-06
Capstone Wealth Management Group, Inc.
DECREASED
Shares5,040 from 5,606
Change-566 (-10%)
Value$548.6K (-$108.9K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares4,940 from 4,218
Change+722 (+17%)
Value$551.9K (+$57.4K)
Filed 2026-10-09
Whitener Capital Management, Inc.
INCREASED
Shares4,919 from 4,797
Change+122 (+3%)
Value$535.4K (-$27.2K)
Filed 2026-10-15
Destiny Wealth Partners, LLC
UNCHANGED
Shares4,904 from 4,904
Change0 (0%)
Value$579.5K (+$10.2K)
Filed 2026-11-05
MMA Asset Management LLC
DECREASED
Shares4,825 from 5,132
Change-307 (-6%)
Value$525.2K (-$76.7K)
Filed 2026-11-02
KPP Advisory Services LLC
DECREASED
Shares4,802 from 4,979
Change-177 (-4%)
Value$522.6K (-$61.3K)
Filed 2026-10-26
Essex Bank
UNCHANGED
Shares4,798 from 4,798
Change0 (0%)
Value$522.2K (-$40.5K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares4,651 from 8,716
Change-4,065 (-47%)
Value$506.3K (-$515.9K)
Filed 2026-10-21
Bridges Investment Management Inc
NEW
Shares4,639
Change+4,639
Value$504.9K
Filed 2026-11-10
MGO One Seven LLC
DECREASED
Shares4,637 from 6,078
Change-1,441 (-24%)
Value$504.7K (-$208.1K)
Filed 2026-10-28
Thayer Partners, LLC / MA
INCREASED
Shares4,631 from 4,489
Change+142 (+3%)
Value$504.0K (-$22.4K)
Filed 2026-11-06
Delta Capital Management LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$501 (-$38)
Filed 2026-10-16
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares4,589 from 4,844
Change-255 (-5%)
Value$499.5K (-$68.6K)
Filed 2026-10-14
tru Independence LLC
INCREASED
Shares4,559 from 4,554
Change+5 (+0%)
Value$496.2K (-$37.9K)
Filed 2026-10-20
Allen Investment Management, LLC
UNCHANGED
Shares4,556 from 4,556
Change0 (0%)
Value$495.9K (-$38.5K)
Filed 2026-11-03
NWF Advisory Services Inc.
DECREASED
Shares4,516 from 4,593
Change-77 (-2%)
Value$491.6K (-$47.1K)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares4,459 from 2,804
Change+1,655 (+59%)
Value$485.3K (+$156.4K)
Filed 2026-10-15
Chilton Capital Management LLC
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$485.0K (-$37.6K)
Filed 2026-10-28
Moors & Cabot, Inc.
DECREASED
Shares4,450 from 4,484
Change-34 (-1%)
Value$484.3K (-$41.6K)
Filed 2026-11-06
Signature Wealth Management Partners, LLC
UNCHANGED
Shares4,446 from 4,446
Change0 (0%)
Value$483.9K (-$37.5K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares4,388 from 4,618
Change-230 (-5%)
Value$477.6K (-$64.1K)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares4,358 from 9,823
Change-5,465 (-56%)
Value$474.4K (-$677.7K)
Filed 2026-11-06
First Citizens Bank & Trust Co
DECREASED
Shares4,354 from 5,589
Change-1,235 (-22%)
Value$473.9K (-$181.6K)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares4,354 from 4,354
Change0 (0%)
Value$473.9K (-$36.7K)
Filed 2026-10-15
Kathmere Capital Management, LLC
INCREASED
Shares4,305 from 4,198
Change+107 (+3%)
Value$468.5K (-$23.8K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
DECREASED
Shares4,303 from 4,327
Change-24 (-1%)
Value$468.3K (-$39.1K)
Filed 2026-11-05
Great Lakes Advisors, LLC
NEW
Shares4,302
Change+4,302
Value$468.3K
Filed 2026-11-06
Chemistry Wealth Management LLC
UNCHANGED
Shares4,302 from 4,302
Change0 (0%)
Value$468.2K (-$36.3K)
Filed 2026-10-16
Uhlmann Price Securities, LLC
NEW
Shares4,298
Change+4,298
Value$467.8K
Filed 2026-11-03
Kwmg, LLC
DECREASED
Shares4,146 from 4,248
Change-102 (-2%)
Value$451.3K (-$47.0K)
Filed 2026-10-07
Financial Consulate, Inc
DECREASED
Shares4,139 from 4,259
Change-120 (-3%)
Value$450.5K (-$49.0K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
INCREASED
Shares4,125 from 500
Change+3,625 (+725%)
Value$449.0K (+$390.3K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares4,094 from 4,094
Change0 (0%)
Value$445.6K (-$34.6K)
Filed 2026-10-29
HF Advisory Group, LLC
INCREASED
Shares4,061 from 3,614
Change+447 (+12%)
Value$442.0K (+$18.2K)
Filed 2026-10-09
Flywheel Private Wealth LLC
INCREASED
Shares4,048 from 3,506
Change+542 (+15%)
Value$440.6K (+$29.4K)
Filed 2026-11-02
Everett Harris & Co
UNCHANGED
Shares4,032 from 4,032
Change0 (0%)
Value$438.8K (-$34.0K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,030 from 3,841
Change+189 (+5%)
Value$438.6K (-$11.9K)
Filed 2026-10-27
King Luther Capital Management Corp
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$435.5K (-$33.8K)
Filed 2026-11-05
Geneos Wealth Management Inc.
INCREASED
Shares3,984 from 3,983
Change+1 (+0%)
Value$433.6K (-$33.5K)
Filed 2026-11-09
Mullooly Asset Management, Inc.
INCREASED
Shares3,981 from 3,975
Change+6 (+0%)
Value$433.4K (-$32.6K)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares3,966 from 4,008
Change-42 (-1%)
Value$431.6K (-$38.4K)
Filed 2026-11-03
Lotus Asset Management LLC
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$431.6K (-$33.5K)
Filed 2026-10-14
Angeles Wealth Management, LLC
INCREASED
Shares3,952 from 3,903
Change+49 (+1%)
Value$430.1K (-$27.6K)
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares3,946 from 3,946
Change0 (0%)
Value$429.5K (-$33.3K)
Filed 2026-10-13
Sage Capital Advisors,llc
UNCHANGED
Shares3,937 from 3,937
Change0 (0%)
Value$428.5K (-$33.2K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares3,936 from 3,928
Change+8 (+0%)
Value$428.4K (-$32.2K)
Filed 2026-11-03
Ranch Capital Advisors Inc.
INCREASED
Shares3,932 from 3,892
Change+40 (+1%)
Value$428.0K (-$28.4K)
Filed 2026-11-09
Eagle Strategies LLC
INCREASED
Shares3,904 from 3,859
Change+45 (+1%)
Value$424.9K (-$27.7K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares3,896 from 3,896
Change0 (0%)
Value$424.0K (-$32.9K)
Filed 2026-10-07
Noesis Capital Mangement Corp
UNCHANGED
Shares3,888 from 3,888
Change0 (0%)
Value$423.2K (-$32.8K)
Filed 2026-10-26
Astra Wealth Partners LLC
DECREASED
Shares3,863 from 4,653
Change-790 (-17%)
Value$420.5K (-$125.2K)
Filed 2026-11-06
Jm2 Capital Inc.
INCREASED
Shares3,863 from 3,827
Change+36 (+1%)
Value$420.4K (-$28.5K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares3,851 from 4,193
Change-342 (-8%)
Value$419.1K (-$72.6K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares3,841 from 2,948
Change+893 (+30%)
Value$418 (+$72)
Filed 2026-10-02
Apollon Wealth Management, LLC
INCREASED
Shares3,818 from 2,705
Change+1,113 (+41%)
Value$415.6K (+$98.3K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares3,795 from 5,029
Change-1,234 (-25%)
Value$413.1K (-$176.7K)
Filed 2026-10-27
Signature Equity Partners, LLC
DECREASED
Shares3,782 from 3,925
Change-143 (-4%)
Value$411.7K (-$48.7K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
DECREASED
Shares3,778 from 4,069
Change-291 (-7%)
Value$411.2K (-$66.0K)
Filed 2026-10-22
Trust Point Inc.
UNCHANGED
Shares3,740 from 3,740
Change0 (0%)
Value$407.1K (-$31.6K)
Filed 2026-10-27
Arista Wealth Management, LLC
UNCHANGED
Shares3,740 from 3,740
Change0 (0%)
Value$407.1K (-$31.6K)
Filed 2026-10-29
Tiller Private Wealth, Inc.
DECREASED
Shares3,733 from 3,976
Change-243 (-6%)
Value$406.3K (-$60.0K)
Filed 2026-10-26
Eastern Bank
DECREASED
Shares3,689 from 3,792
Change-103 (-3%)
Value$401.5K (-$43.2K)
Filed 2026-10-05
Wealth Quarterback LLC
DECREASED
Shares3,678 from 3,688
Change-10 (0%)
Value$400.4K (-$32.2K)
Filed 2026-10-20
Nadler Financial Group, Inc.
DECREASED
Shares3,671 from 4,131
Change-460 (-11%)
Value$399.6K (-$84.9K)
Filed 2026-10-23
Wealthstar Advisors, LLC
INCREASED
Shares3,658 from 3,655
Change+3 (+0%)
Value$398.2K (-$30.4K)
Filed 2026-10-19
Hopwood Financial Services, Inc.
UNCHANGED
Shares3,653 from 3,653
Change0 (0%)
Value$397.6K (-$30.8K)
Filed 2026-10-29
Miramontes Capital, LLC
INCREASED
Shares3,604 from 3,603
Change+1 (+0%)
Value$392.3K (-$30.3K)
Filed 2026-10-19
University of Texas S AM Investment Management Co
INCREASED
Shares3,603 from 2,955
Change+648 (+22%)
Value$392.2K (+$45.6K)
Filed 2026-11-03
Elevatus Welath Management
INCREASED
Shares3,601 from 3,594
Change+7 (+0%)
Value$392.0K (-$29.6K)
Filed 2026-10-19
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$391.8K (-$30.4K)
Filed 2026-10-16
Fagan Associates, Inc.
DECREASED
Shares3,595 from 3,695
Change-100 (-3%)
Value$391.3K (-$42.1K)
Filed 2026-10-13
LVM Capital Management LTD
UNCHANGED
Shares3,594 from 3,594
Change0 (0%)
Value$391.2K (+$390.7K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares3,547 from 3,310
Change+237 (+7%)
Value$386.0K (-$2.2K)
Filed 2026-11-05
Certuity, LLC
NEW
Shares3,542
Change+3,542
Value$385.5K
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares3,534 from 3,751
Change-217 (-6%)
Value$384.6K (-$55.3K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares3,524 from 3,524
Change0 (0%)
Value$413.3K ($0)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
UNCHANGED
Shares3,523 from 3,523
Change0 (0%)
Value$383.5K (-$29.7K)
Filed 2026-10-21
Huntleigh Advisors, Inc.
INCREASED
Shares3,500 from 3,499
Change+1 (+0%)
Value$380.9K (-$29.4K)
Filed 2026-11-03
Capital Square, LLC
INCREASED
Shares3,485 from 3,210
Change+275 (+9%)
Value$379.3K (+$2.9K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares3,481 from 3,309
Change+172 (+5%)
Value$388.1K (+$10)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares3,461 from 2,606
Change+855 (+33%)
Value$376.7K (+$71.1K)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares3,446 from 3,446
Change0 (0%)
Value$375.1K (-$29.1K)
Filed 2026-11-03
SkyOak Wealth, LLC
UNCHANGED
Shares3,398 from 3,398
Change0 (0%)
Value$369.8K (-$28.7K)
Filed 2026-10-28
CrossGen Wealth, LLC
INCREASED
Shares3,388 from 3,385
Change+3 (+0%)
Value$368.8K (-$28.2K)
Filed 2026-10-30
Bensler, LLC
UNCHANGED
Shares3,365 from 3,365
Change0 (0%)
Value$366.2K (-$28.4K)
Filed 2026-11-05
Clear Retirement Advice LLC
UNCHANGED
Shares3,352 from 3,352
Change0 (0%)
Value$364.8K (-$28.3K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
INCREASED
Shares3,346 from 3,342
Change+4 (+0%)
Value$364.2K (-$27.8K)
Filed 2026-10-27
Joseph P. Lucia & Associates, LLC
DECREASED
Shares3,316 from 3,321
Change-5 (0%)
Value$360.9K (-$28.6K)
Filed 2026-10-30
Conservest Capital Advisors, Inc.
DECREASED
Shares3,306 from 4,076
Change-770 (-19%)
Value$359.9K (-$118.2K)
Filed 2026-11-09
TAGStone Capital, Inc.
DECREASED
Shares3,306 from 3,430
Change-124 (-4%)
Value$359.8K (-$42.4K)
Filed 2026-11-09
Beaumont Financial Advisors, LLC
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$358.1K (-$27.8K)
Filed 2026-10-22
Legacy Financial Strategies, LLC
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$357.6K (-$27.7K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
INCREASED
Shares3,267 from 2,906
Change+361 (+12%)
Value$355.6K (+$14.8K)
Filed 2026-11-03
LVW Advisors, LLC
UNCHANGED
Shares3,216 from 3,216
Change0 (0%)
Value$350.0K (-$27.1K)
Filed 2026-10-19
Mattern Wealth Management LLC
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$349.4K (-$27.1K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares3,202 from 2,600
Change+602 (+23%)
Value$362.1K (+$79.4K)
Filed 2026-10-27
Bokf, NA
UNCHANGED
Shares3,202 from 3,202
Change0 (0%)
Value$348.5K (-$27.0K)
Filed 2026-10-27
Autumn Glory Partners, LLC
DECREASED
Shares3,199 from 3,707
Change-508 (-14%)
Value$348.2K (-$86.6K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares3,195 from 3,249
Change-54 (-2%)
Value$347.7K (-$33.3K)
Filed 2026-11-04
Advisory Solutions Group, LLC
DECREASED
Shares3,185 from 7,288
Change-4,103 (-56%)
Value$346.6K (-$508.1K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares3,182 from 3,549
Change-367 (-10%)
Value$346.3K (-$69.9K)
Filed 2026-11-05
Penobscot Wealth Management
INCREASED
Shares3,174 from 2,931
Change+243 (+8%)
Value$345.4K (+$1.7K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares3,168
Change+3,168
Value$344.8K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,168 from 3,165
Change+3 (+0%)
Value$344.8K (-$26.3K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares3,159 from 3,583
Change-424 (-12%)
Value$343.9K (-$76.4K)
Filed 2026-10-13
Thoroughbred Financial Services, LLC
DECREASED
Shares3,147 from 3,150
Change-3 (0%)
Value$342 (-$368.7K)
Filed 2026-11-09
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares3,141 from 3,276
Change-135 (-4%)
Value$341.9K (-$42.4K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares3,138 from 3,923
Change-785 (-20%)
Value$341.5K (-$121.4K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares3,132 from 2,690
Change+442 (+16%)
Value$340.9K (+$25.4K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
DECREASED
Shares3,121 from 3,154
Change-33 (-1%)
Value$339.7K (-$30.2K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares3,112 from 1,951
Change+1,161 (+60%)
Value$338.7K (+$109.8K)
Filed 2026-10-26
Swmg, LLC
INCREASED
Shares3,088 from 3,076
Change+12 (+0%)
Value$355.2K (-$1.4K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares3,076 from 5,282
Change-2,206 (-42%)
Value$334.8K (-$284.7K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
NEW
Shares3,070
Change+3,070
Value$334.1K
Filed 2026-11-02
Coldstream Capital Management Inc
DECREASED
Shares3,068 from 4,152
Change-1,084 (-26%)
Value$333.9K (-$153.0K)
Filed 2026-11-09
May Hill Capital, LLC
INCREASED
Shares3,039 from 2,569
Change+470 (+18%)
Value$330.8K (+$29.5K)
Filed 2026-11-03
Macro Advisors, Inc.
DECREASED
Shares3,007 from 4,588
Change-1,581 (-34%)
Value$327.3K (-$210.7K)
Filed 2026-11-09
Sharkey, Howes & Javer
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$327.0K (-$25.4K)
Filed 2026-10-22
Straight Path Wealth Management
INCREASED
Shares2,977 from 2,835
Change+142 (+5%)
Value$324.1K (-$8.5K)
Filed 2026-10-23
MPS Loria Financial Planners, LLC
INCREASED
Shares2,967 from 2,962
Change+5 (+0%)
Value$322.9K (-$24.5K)
Filed 2026-10-14
Luts & Greenleigh Group, Inc.
INCREASED
Shares2,952 from 2,862
Change+90 (+3%)
Value$321.3K (-$14.4K)
Filed 2026-11-05
PCG Asset Management, LLC
DECREASED
Shares2,950 from 33,468
Change-30,518 (-91%)
Value$321.1K (-$3.6M)
Filed 2026-11-05
Cannon Advisors, Inc.
DECREASED
Shares2,942 from 43,116
Change-40,174 (-93%)
Value$330.6K (-$4.7M)
Filed 2026-10-14
First United Bank & Trust
DECREASED
Shares2,923 from 3,008
Change-85 (-3%)
Value$318.1K (-$34.6K)
Filed 2026-10-22
Aries Wealth Management
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$316.2K (-$24.5K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares2,888 from 2,901
Change-13 (0%)
Value$314.3K (-$25.9K)
Filed 2026-11-03
Balance Wealth Partners LLC
DECREASED
Shares2,881 from 3,083
Change-202 (-7%)
Value$313.6K (-$48.0K)
Filed 2026-10-27
Welch Group, LLC
NEW
Shares2,862
Change+2,862
Value$311.5K
Filed 2026-10-29
Leeward Financial Partners, LLC
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$311.1K (-$24.1K)
Filed 2026-10-23
Florida Financial Advisors, LLC
INCREASED
Shares2,853 from 2,471
Change+382 (+15%)
Value$310.5K (+$20.6K)
Filed 2026-11-09
Goelzer Investment Management, Inc.
DECREASED
Shares2,822 from 3,049
Change-227 (-7%)
Value$307.1K (-$50.4K)
Filed 2026-10-16
Naples Global Advisors, LLC
DECREASED
Shares2,812 from 2,870
Change-58 (-2%)
Value$306.1K (-$30.5K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,806 from 3,044
Change-238 (-8%)
Value$305.4K (-$51.6K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,775 from 2,949
Change-174 (-6%)
Value$302.0K (-$43.8K)
Filed 2026-10-09
Omnitrust Wealth Management, Inc
NEW
Shares2,750
Change+2,750
Value$299.3K
Filed 2026-11-02
Horizon Wealth Management, LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$297.1K (-$23.0K)
Filed 2026-11-02
HBK Sorce Advisory LLC
DECREASED
Shares2,692 from 2,731
Change-39 (-1%)
Value$316.7K (-$7.3K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares2,671 from 4,564
Change-1,893 (-41%)
Value$290.7K (-$244.5K)
Filed 2026-10-15
Community Bank, N.A.
DECREASED
Shares2,670 from 3,050
Change-380 (-12%)
Value$290.6K (-$67.1K)
Filed 2026-11-06
Axiom Investment Management LLC
UNCHANGED
Shares2,669 from 2,669
Change0 (0%)
Value$290.5K (-$22.5K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares2,667 from 2,078
Change+589 (+28%)
Value$290.3K (+$49.9K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares2,666 from 2,660
Change+6 (+0%)
Value$290.1K (-$21.9K)
Filed 2026-10-15
Cypress Wealth Services, LLC
UNCHANGED
Shares2,664 from 2,664
Change0 (0%)
Value$297.6K (-$14.8K)
Filed 2026-10-21
Fortis Group Advisors, LLC
DECREASED
Shares2,659 from 2,850
Change-191 (-7%)
Value$306.1K (-$28.1K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares2,657 from 2,635
Change+22 (+1%)
Value$296.8K (-$12.2K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,652 from 2,592
Change+60 (+2%)
Value$303.5K (+$3.1K)
Filed 2026-10-21
Midland Wealth Advisors, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$288.4K (-$22.4K)
Filed 2026-10-26
River Wealth Advisors LLC
DECREASED
Shares2,648 from 2,728
Change-80 (-3%)
Value$288.2K (-$31.7K)
Filed 2026-11-09
James J. Burns & Company, LLC
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$284.8K (-$22.1K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,610 from 3,057
Change-447 (-15%)
Value$284.1K (-$74.4K)
Filed 2026-10-16
Private Wealth Partners, LLC
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$283.6K (-$22.0K)
Filed 2026-10-22
SMI Advisory Services, LLC
DECREASED
Shares2,603 from 3,109
Change-506 (-16%)
Value$293.7K (-$73.2K)
Filed 2026-10-13
Stillwater Wealth Management Group
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$283.0K (-$21.9K)
Filed 2026-10-21
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$283.0K (-$21.9K)
Filed 2026-11-03
BCS Wealth Management
DECREASED
Shares2,588 from 3,102
Change-514 (-17%)
Value$281.7K (-$82.1K)
Filed 2026-11-03
One Day In July LLC
INCREASED
Shares2,571 from 2,565
Change+6 (+0%)
Value$279.8K (-$21.0K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares2,568 from 2,464
Change+104 (+4%)
Value$279.5K (-$9.5K)
Filed 2026-11-09
Albion Financial Group
UNCHANGED
Shares2,562 from 2,562
Change0 (0%)
Value$278.8K (-$21.6K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares2,545 from 2,548
Change-3 (0%)
Value$277.0K (-$21.8K)
Filed 2026-11-04
SYM Financial Corp
DECREASED
Shares2,542 from 2,615
Change-73 (-3%)
Value$276.7K (-$30.0K)
Filed 2026-10-26
Balboa Wealth Partners
DECREASED
Shares2,540 from 2,716
Change-176 (-6%)
Value$276.5K (-$42.0K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares2,524 from 2,840
Change-316 (-11%)
Value$274.7K (-$58.4K)
Filed 2026-10-13
Innova Wealth Partners
DECREASED
Shares2,520 from 2,934
Change-414 (-14%)
Value$274.3K (-$69.8K)
Filed 2026-10-21
Altura Wealth Advisors Inc.
NEW
Shares2,505
Change+2,505
Value$272.6K
Filed 2026-10-22
Parisi Gray Wealth Management
INCREASED
Shares2,495 from 2,490
Change+5 (+0%)
Value$271.6K (-$20.4K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares2,473 from 2,375
Change+98 (+4%)
Value$269.2K (-$9.4K)
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$268.6K (-$20.8K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$267.7K (-$20.8K)
Filed 2026-10-28
Olistico Wealth, LLC
INCREASED
Shares2,423 from 2,399
Change+24 (+1%)
Value$263.7K (-$17.6K)
Filed 2026-10-05
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$263.0K (-$20.4K)
Filed 2026-10-29
Howland Capital Management LLC
INCREASED
Shares2,413 from 1,847
Change+566 (+31%)
Value$262.6K (+$46.0K)
Filed 2026-10-22
Wealthgarden F.S. LLC
DECREASED
Shares2,409 from 3,770
Change-1,361 (-36%)
Value$262.2K (-$180.0K)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$261.2K (-$20.3K)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares2,396 from 2,128
Change+268 (+13%)
Value$260.8K (+$11.3K)
Filed 2026-10-14
Greenwood Gearhart LLC
NEW
Shares2,393
Change+2,393
Value$260.5K
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,392 from 2,402
Change-10 (0%)
Value$260.4K (-$21.4K)
Filed 2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares2,390 from 2,275
Change+115 (+5%)
Value$260.1K (-$6.7K)
Filed 2026-11-03
Stanich Group LLC
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$259.7K (-$20.1K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares2,376 from 2,555
Change-179 (-7%)
Value$258.6K (-$41.0K)
Filed 2026-11-03
Milestones Private Investment Advisors LLC
DECREASED
Shares2,375 from 2,586
Change-211 (-8%)
Value$258.5K (-$44.8K)
Filed 2026-10-19
Latitude Advisors, LLC
DECREASED
Shares2,363 from 2,863
Change-500 (-17%)
Value$257.2K (-$78.6K)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares2,357 from 1,931
Change+426 (+22%)
Value$256.5K (+$30.1K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares2,354 from 2,554
Change-200 (-8%)
Value$256.2K (-$43.3K)
Filed 2026-10-21
Moulton Wealth Management, Inc
DECREASED
Shares2,354 from 2,375
Change-21 (-1%)
Value$256.2K (-$25.8K)
Filed 2026-10-13
Norden Group LLC
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$256.1K (-$19.9K)
Filed 2026-10-20
CMH Wealth Management LLC
INCREASED
Shares2,352 from 1,730
Change+622 (+36%)
Value$256.0K (+$53.1K)
Filed 2026-10-22
Byrne Asset Management LLC
DECREASED
Shares2,350 from 2,364
Change-14 (-1%)
Value$255.7K (-$21.5K)
Filed 2026-10-06
Ironwood Financial, llc
DECREASED
Shares2,342 from 2,518
Change-176 (-7%)
Value$254.9K (-$37.3K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,334 from 2,292
Change+42 (+2%)
Value$254.0K (-$14.8K)
Filed 2026-10-13
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$254 (-$273.7K)
Filed 2026-10-28
Optas, LLC
DECREASED
Shares2,312 from 5,044
Change-2,732 (-54%)
Value$251.6K (-$339.9K)
Filed 2026-11-09
Titleist Asset Management, LLC
DECREASED
Shares2,298 from 3,048
Change-750 (-25%)
Value$250.2K (-$107.3K)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares2,283 from 4,840
Change-2,557 (-53%)
Value$248.5K (-$319.1K)
Filed 2026-11-04
Fulton Bank, N.A.
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$247.1K (-$19.2K)
Filed 2026-10-14
PDS Planning, Inc
NEW
Shares2,269
Change+2,269
Value$247.0K
Filed 2026-11-03
Acorn Creek Capital LLC
DECREASED
Shares2,268 from 2,331
Change-63 (-3%)
Value$246.8K (-$26.5K)
Filed 2026-11-05
Rare Wolf Capital LLC
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$246.5K (-$19.1K)
Filed 2026-10-20
Cullen Capital Management, LLC
DECREASED
Shares2,258 from 9,833
Change-7,575 (-77%)
Value$245.8K (-$907.5K)
Filed 2026-11-10
Semitam Bonam LLC
INCREASED
Shares2,255 from 1,737
Change+518 (+30%)
Value$245.4K (+$41.7K)
Filed 2026-10-27
BAM Wealth Management, LLC
NEW
Shares2,246
Change+2,246
Value$244.5K
Filed 2026-10-15
Triad Wealth Partners, LLC
NEW
Shares2,235
Change+2,235
Value$243.3K
Filed 2026-10-26
180 Wealth Advisors, LLC
INCREASED
Shares2,224 from 1,995
Change+229 (+11%)
Value$242.1K (+$8.1K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares2,208 from 3,162
Change-954 (-30%)
Value$240.3K (-$130.5K)
Filed 2026-10-26
Gradient Investments LLC
INCREASED
Shares2,201 from 1,896
Change+305 (+16%)
Value$239.6K (+$17.2K)
Filed 2026-10-08
Bison Wealth, LLC
DECREASED
Shares2,195 from 3,850
Change-1,655 (-43%)
Value$246.4K (-$207.9K)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$237.3K (-$18.4K)
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares2,176 from 2,292
Change-116 (-5%)
Value$236.8K (-$32.0K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares2,173 from 3,077
Change-904 (-29%)
Value$236.5K (-$124.4K)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares2,169 from 2,169
Change0 (0%)
Value$236.1K (-$18.3K)
Filed 2026-10-07
Asset Management One Co., Ltd.
DECREASED
Shares2,168 from 2,378
Change-210 (-9%)
Value$236.0K (-$42.9K)
Filed 2026-10-27
Sather Financial Group Inc
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$235.2K (-$18.2K)
Filed 2026-10-30
Sterling Investment Management, LLC
INCREASED
Shares2,156 from 2,146
Change+10 (+0%)
Value$234.7K (-$17.0K)
Filed 2026-10-16
Facet Wealth, Inc.
DECREASED
Shares2,155 from 2,898
Change-743 (-26%)
Value$234.6K (-$105.3K)
Filed 2026-11-04
Elco Management Co., LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$234.0K (-$18.1K)
Filed 2026-10-14
Gryphon Financial Partners LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$234.0K (-$18.1K)
Filed 2026-11-04
Kaizen Financial Strategies
INCREASED
Shares2,149 from 2,147
Change+2 (+0%)
Value$233.9K (-$19.6K)
Filed 2026-10-09
Crown Wealth Group, LLC
NEW
Shares2,148
Change+2,148
Value$233.8K
Filed 2026-10-19
Investment Planning Advisors, Inc.
NEW
Shares2,145
Change+2,145
Value$233.5K
Filed 2026-10-14
Briggs Wealth Management, Inc
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$232.9K (-$18.1K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares2,134 from 2,132
Change+2 (+0%)
Value$232.3K (-$17.8K)
Filed 2026-11-04
SteelPeak Wealth, LLC
DECREASED
Shares2,133 from 99,008
Change-96,875 (-98%)
Value$232.1K (-$11.4M)
Filed 2026-10-16
Key Client Fiduciary Advisors, LLC
INCREASED
Shares2,127 from 2,125
Change+2 (+0%)
Value$231.5K (-$17.7K)
Filed 2026-10-19
SouthState Bank Corp
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$230.1K (-$17.8K)
Filed 2026-11-09
Obermeyer Wealth Partners
INCREASED
Shares2,080 from 2,000
Change+80 (+4%)
Value$226.4K (-$8.2K)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares2,076 from 2,173
Change-97 (-4%)
Value$226.0K (-$29.8K)
Filed 2026-10-30
Members Wealth LLC
DECREASED
Shares2,074 from 2,088
Change-14 (-1%)
Value$230.9K (-$13.9K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares2,072
Change+2,072
Value$225.5K
Filed 2026-10-16
Floyd Financial Group LLC
INCREASED
Shares2,062 from 1,958
Change+104 (+5%)
Value$231.7K (+$4.8K)
Filed 2026-10-28
Waldron Private Wealth LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$223.6K (-$17.3K)
Filed 2026-11-02
Marco Investment Management LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$223.1K (-$17.3K)
Filed 2026-11-09
Vaughan David Investments LLC
INCREASED
Shares2,011 from 1,869
Change+142 (+8%)
Value$219 (-$218.8K)
Filed 2026-11-05
Earned Wealth Advisors, LLC
NEW
Shares2,010
Change+2,010
Value$218.8K
Filed 2026-11-06
Roan Capital Partners
UNCHANGED
Shares2,001 from 2,001
Change0 (0%)
Value$217.8K (-$16.9K)
Filed 2026-10-09
Manchester Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$217.7K (-$16.9K)
Filed 2026-10-22
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$215.9K (-$16.7K)
Filed 2026-11-09
Promethium Advisors,llc
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$215.5K (-$16.7K)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares1,975 from 1,900
Change+75 (+4%)
Value$215.0K (-$7.8K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares1,973 from 1,983
Change-10 (0%)
Value$214.7K (-$17.8K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares1,969 from 1,766
Change+203 (+11%)
Value$214.3K (+$5.8K)
Filed 2026-10-16
Gateway Investment Advisers LLC
NEW
Shares1,965
Change+1,965
Value$213.9K
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares1,953 from 1,660
Change+293 (+18%)
Value$212.6K (+$17.9K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares1,940 from 2,481
Change-541 (-22%)
Value$211.2K (-$79.8K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,939 from 2,910
Change-971 (-33%)
Value$211.1K (-$130.2K)
Filed 2026-10-13
Vigilare Wealth Management
DECREASED
Shares1,938 from 1,939
Change-1 (0%)
Value$211.0K (-$16.4K)
Filed 2026-10-29
Carret Asset Management, LLC
DECREASED
Shares1,928 from 2,278
Change-350 (-15%)
Value$209.8K (-$57.3K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares1,928 from 1,943
Change-15 (-1%)
Value$209.8K (-$18.0K)
Filed 2026-10-26
Avalon Capital Management
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$209.6K (-$16.3K)
Filed 2026-11-04
Wesbanco Bank Inc
DECREASED
Shares1,917 from 13,117
Change-11,200 (-85%)
Value$208.6K (-$1.3M)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares1,916 from 1,898
Change+18 (+1%)
Value$214.1K (-$10.0K)
Filed 2026-10-09
Annex Advisory Services, LLC
DECREASED
Shares1,910 from 2,114
Change-204 (-10%)
Value$207.9K (-$40.0K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares1,904 from 3,428
Change-1,524 (-44%)
Value$207.2K (-$194.9K)
Filed 2026-10-30
Acropolis Investment Management, LLC
DECREASED
Shares1,900 from 2,127
Change-227 (-11%)
Value$206.8K (-$42.7K)
Filed 2026-10-08
Valley Wealth Managers, Inc.
INCREASED
Shares1,899 from 1,687
Change+212 (+13%)
Value$206.7K (+$8.8K)
Filed 2026-10-09
Independence Bank of Kentucky
INCREASED
Shares1,896 from 1,826
Change+70 (+4%)
Value$206.4K (-$7.8K)
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares1,890 from 1,832
Change+58 (+3%)
Value$205.7K (-$9.1K)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares1,874 from 1,954
Change-80 (-4%)
Value$204.0K (-$25.2K)
Filed 2026-10-22
Concentrum Wealth Management
INCREASED
Shares1,874 from 1,872
Change+2 (+0%)
Value$204.0K (-$15.6K)
Filed 2026-11-09
Florida Trust Wealth Management Co
NEW
Shares1,872
Change+1,872
Value$203.7K
Filed 2026-11-05
Cranbrook Wealth Management, LLC
INCREASED
Shares1,870 from 1,632
Change+238 (+15%)
Value$203.5K (+$12.2K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
DECREASED
Shares1,865 from 2,401
Change-536 (-22%)
Value$203.0K (-$78.6K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$203 (-$172.8K)
Filed 2026-11-04
Concord Wealth Partners
DECREASED
Shares1,859 from 2,665
Change-806 (-30%)
Value$202.3K (-$110.2K)
Filed 2026-11-02
Waystone Advisors LLC
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$216.9K ($0)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$200.7K (-$15.6K)
Filed 2026-11-06
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,841 from 1,840
Change+1 (+0%)
Value$200.4K (-$15.5K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares1,840 from 1,806
Change+34 (+2%)
Value$200.3K (-$11.5K)
Filed 2026-11-05
Shulman DeMeo Asset Management LLC
INCREASED
Shares1,821 from 1,817
Change+4 (+0%)
Value$201.1K (-$12.0K)
Filed 2026-10-09
Peoples Financial Services Corp.
DECREASED
Shares1,815 from 1,942
Change-127 (-7%)
Value$197.5K (-$30.2K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$202.6K (-$10.1K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares1,784 from 1,778
Change+6 (+0%)
Value$194.2K (-$14.4K)
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$194.2K (-$15.1K)
Filed 2026-10-30
Phillips Financial Management, LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$193.5K (-$15.0K)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares1,668 from 1,678
Change-10 (-1%)
Value$181.5K (-$15.3K)
Filed 2026-10-22
UMB Bank, n.a.
INCREASED
Shares1,623 from 1,318
Change+305 (+23%)
Value$176.6K (+$22.1K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
DECREASED
Shares1,616 from 1,816
Change-200 (-11%)
Value$175.9K (-$37.1K)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares1,584
Change+1,584
Value$172.4K
Filed 2026-10-23
Oakworth Capital, Inc.
DECREASED
Shares1,584 from 1,701
Change-117 (-7%)
Value$172.4K (-$27.2K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares1,571 from 1,261
Change+310 (+25%)
Value$171.1K (+$23.2K)
Filed 2026-10-30
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares1,570 from 2,670
Change-1,100 (-41%)
Value$171.0K (-$142.3K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares1,486 from 1,480
Change+6 (+0%)
Value$161.7K (-$11.9K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares1,475 from 330
Change+1,145 (+347%)
Value$160.5K (+$121.8K)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$156.4K (-$12.0K)
Filed 2026-10-15
Root Financial Partners, LLC
DECREASED
Shares1,391 from 1,997
Change-606 (-30%)
Value$151.4K (-$82.8K)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$143.2K (-$11.1K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,299 from 1,250
Change+49 (+4%)
Value$141.4K (-$5.2K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares1,249
Change+1,249
Value$136
Filed 2026-10-02
Davis Capital Management
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$133.9K (-$10.4K)
Filed 2026-10-08
Quaker Wealth Management, LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$133.3K (-$10.3K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares1,200
Change+1,200
Value$130.6K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares1,170
Change+1,170
Value$127.3K
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$126.3K (-$9.8K)
Filed 2026-10-23
Atlantic Private Wealth, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$125.2K (-$9.7K)
Filed 2026-11-09
Nemes Rush Group LLC
INCREASED
Shares1,147 from 1,146
Change+1 (+0%)
Value$124.9K (-$9.5K)
Filed 2026-11-04
Barrett & Company, Inc.
INCREASED
Shares1,131 from 1,130
Change+1 (+0%)
Value$123.1K (-$9.5K)
Filed 2026-10-22
Finley Financial, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$113.2K (-$8.8K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares1,022
Change+1,022
Value$111.2K
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares1,014 from 2,642
Change-1,628 (-62%)
Value$110 (-$309.9K)
Filed 2026-10-23
Y.D. More Investments Ltd
DECREASED
Shares1,000 from 1,760
Change-760 (-43%)
Value$108.0K (-$96.9K)
Filed 2026-11-02
United Community Bank
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$106.7K (-$8.3K)
Filed 2026-10-28
Morse Asset Management, Inc
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$98.5K (-$7.6K)
Filed 2026-11-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$97.5K (-$7.6K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares874 from 864
Change+10 (+1%)
Value$95.1K (-$6.2K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
DECREASED
Shares872 from 898
Change-26 (-3%)
Value$94.9K (-$10.4K)
Filed 2026-10-22
Paladin Advisory Group, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$93.8K (-$7.3K)
Filed 2026-11-09
Avion Wealth
DECREASED
Shares855 from 1,841
Change-986 (-54%)
Value$93 (-$214.9K)
Filed 2026-11-04
StrongBox Wealth, LLC
INCREASED
Shares829 from 828
Change+1 (+0%)
Value$90.3K (-$6.9K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$90.1K (-$7.0K)
Filed 2026-11-03
Strive Financial Group,LLC
INCREASED
Shares782 from 662
Change+120 (+18%)
Value$85.1K (+$7.5K)
Filed 2026-11-09
Canton Hathaway, LLC
INCREASED
Shares778 from 650
Change+128 (+20%)
Value$84.7K (+$8.4K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$82.1K (-$6.4K)
Filed 2026-11-03
Sage Mountain Advisors LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$80.8K (-$6.3K)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$80.8K (-$6.3K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$80.3K (-$6.2K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
INCREASED
Shares731 from 712
Change+19 (+3%)
Value$79.6K (-$3.9K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$79.6K (-$6.2K)
Filed 2026-10-05
First Bancorp, Inc
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$78.6K (-$6.1K)
Filed 2026-10-26
Union Savings Bank
DECREASED
Shares704 from 747
Change-43 (-6%)
Value$76.6K (-$11.0K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$76.6K (-$5.9K)
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares675
Change+675
Value$73.5K
Filed 2026-10-13
Roble, Belko & Company, Inc
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$70 (-$75.9K)
Filed 2026-11-09
Mather Group, Llc.
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$69.0K (-$5.4K)
Filed 2026-10-14
GoalVest Advisory LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$68.4K (-$5.3K)
Filed 2026-10-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$67 (-$5)
Filed 2026-10-27
Align Financial, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$66.4K (-$5.1K)
Filed 2026-10-16
Biltmore Family Office, LLC
INCREASED
Shares603 from 564
Change+39 (+7%)
Value$65.6K (-$515)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares592 from 591
Change+1 (+0%)
Value$67.1K (-$2.2K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares591 from 576
Change+15 (+3%)
Value$64.4K (-$3.2K)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares551 from 518
Change+33 (+6%)
Value$60.0K (-$780)
Filed 2026-10-28
Pittenger & Anderson Inc
DECREASED
Shares550 from 600
Change-50 (-8%)
Value$59.9K (-$10.5K)
Filed 2026-11-02
Pacifica Partners Inc.
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$57.9K (-$4.4K)
Filed 2026-10-09
Aventus Investment Advisors, Inc.
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$57.5K (-$4.5K)
Filed 2026-10-09
Rice Partnership, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$57.1K (-$4.4K)
Filed 2026-11-09
North Star Investment Management Corp.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$54.9K (-$4.3K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares497 from 424
Change+73 (+17%)
Value$54.1K (+$4.4K)
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares490
Change+490
Value$53.3K
Filed 2026-10-27
Winch Advisory Services, LLC
INCREASED
Shares476 from 111
Change+365 (+329%)
Value$51.8K (+$38.8K)
Filed 2026-11-06
Strengthening Families & Communities, LLC
INCREASED
Shares464 from 463
Change+1 (+0%)
Value$50.5K (-$3.8K)
Filed 2026-10-21
First Community Trust NA
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$50.1K (-$3.9K)
Filed 2026-10-07
Register Financial Advisors LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$50.1K (-$3.9K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
INCREASED
Shares457 from 406
Change+51 (+13%)
Value$49.7K (+$2.1K)
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$49.2K (-$3.8K)
Filed 2026-10-15
Hantz Financial Services, Inc.
INCREASED
Shares449 from 377
Change+72 (+19%)
Value$49 (-$44.0K)
Filed 2026-11-09
Washington Trust Advisors, Inc.
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$48.8K (-$3.8K)
Filed 2026-10-22
BankChampaign, National Association
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$48.5K (-$3.8K)
Filed 2026-10-19
Collier Financial
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$48.2K (-$3.7K)
Filed 2026-11-06
Adirondack Trust Co
INCREASED
Shares440 from 274
Change+166 (+61%)
Value$47.9K (+$15.8K)
Filed 2026-10-14
Townsend Asset Management Corp
INCREASED
Shares438 from 383
Change+55 (+14%)
Value$47.7K (+$2.8K)
Filed 2026-10-29
Armor Investment Advisors, LLC
DECREASED
Shares434 from 466
Change-32 (-7%)
Value$47.2K (-$7.4K)
Filed 2026-10-27
Coston, McIsaac & Partners
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$46.7K (-$3.3K)
Filed 2026-11-06
NBH Bank
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$46.3K (-$3.6K)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares421 from 422
Change-1 (0%)
Value$45.8K (-$3.7K)
Filed 2026-10-23
Balentine LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$45.3K (-$3.5K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$45.1K (-$3.5K)
Filed 2026-10-20
Investors Research Corp
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$44.8K (-$3.5K)
Filed 2026-10-07
Wagner Wealth Management, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$44.6K (-$3.4K)
Filed 2026-10-21
Old Second National Bank of Aurora
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$43.5K (-$3.4K)
Filed 2026-10-22
Capital Investment Counsel, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$43.5K (-$3.4K)
Filed 2026-10-20
Godfrey Financial Associates, Inc.
INCREASED
Shares388 from 370
Change+18 (+5%)
Value$42.2K (-$1.2K)
Filed 2026-11-10
RMG Wealth Management LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$44.2K (-$1.1K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$43.4K (-$714)
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares368 from 382
Change-14 (-4%)
Value$40.1K (-$4.7K)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares366 from 166
Change+200 (+120%)
Value$39.9K (+$20.4K)
Filed 2026-10-19
Montag A & Associates Inc
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$39.0K (-$3.0K)
Filed 2026-10-29
Gold Investment Management Ltd.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$38.1K (-$2.9K)
Filed 2026-10-19
True Wealth Design, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$36.1K (-$2.8K)
Filed 2026-10-13
Capitol Family Office, Inc.
DECREASED
Shares331 from 13,449
Change-13,118 (-98%)
Value$36.0K (-$1.5M)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$35.9K (-$2.8K)
Filed 2026-10-23
Fairway Wealth LLC
DECREASED
Shares329 from 510
Change-181 (-35%)
Value$35.9K (-$24.0K)
Filed 2026-10-30
N.E.W. Advisory Services LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$33.7K (-$2.6K)
Filed 2026-11-09
Alpine Bank Wealth Management
NEW
Shares300
Change+300
Value$32.7K
Filed 2026-10-16
Horrell Capital Management, Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$32.0K (-$2.5K)
Filed 2026-10-08
Edgemoor Investment Advisors, Inc.
NEW
Shares288
Change+288
Value$31.3K
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
INCREASED
Shares287 from 286
Change+1 (+0%)
Value$44.2K (-$1.9K)
Filed 2026-10-19
Roxbury Financial LLC
INCREASED
Shares278 from 277
Change+1 (+0%)
Value$30.2K (-$2.3K)
Filed 2026-10-01
Hanson & Doremus Investment Management
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$30 (-$32.0K)
Filed 2026-10-16
Nvwm, LLC
DECREASED
Shares262 from 430
Change-168 (-39%)
Value$28.5K (-$21.9K)
Filed 2026-10-14
Union Bancaire Privee, UBP SA
DECREASED
Shares260 from 26,620
Change-26,360 (-99%)
Value$25.0K (-$3.1M)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$27.2K (-$2.1K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$26.1K (-$2.0K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares239
Change+239
Value$26.0K
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares233 from 202
Change+31 (+15%)
Value$25.4K (+$1.5K)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$24.8K (-$1.9K)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$23.7K (-$1.8K)
Filed 2026-10-02
Birchwood Financial Partners, Inc.
NEW
Shares211
Change+211
Value$23.0K
Filed 2026-11-02
Steph & Co
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$22.6K (-$1.8K)
Filed 2026-10-07
High Point Wealth Management, LLC
INCREASED
Shares201 from 200
Change+1 (+1%)
Value$21.8K (-$1.6K)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22 (-$2)
Filed 2026-10-29
MV Capital Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.8K (-$1.7K)
Filed 2026-10-29
Community Financial Services Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.8K (-$1.9K)
Filed 2026-10-15
Tower View Wealth Management LLC
INCREASED
Shares197 from 196
Change+1 (+1%)
Value$21.4K (-$1.6K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares188 from 62
Change+126 (+203%)
Value$20.5K (+$13.2K)
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares182 from 181
Change+1 (+1%)
Value$19.8K (-$1.5K)
Filed 2026-10-01
Elevate Wealth Advisory, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$19.6K (-$1.5K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED
Shares166 from 167
Change-1 (-1%)
Value$18.1K (-$1.5K)
Filed 2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares164
Change+164
Value$17.9K
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$17.4K (-$1.4K)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$16.2K (-$1.3K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$15.7K (-$1.2K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$15.7K (-$1.2K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares140 from 94
Change+46 (+49%)
Value$15.2K (+$4.2K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$15.2K (-$1.2K)
Filed 2026-10-07
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$15.2K (-$1.2K)
Filed 2026-10-19
High Note Wealth, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$14.8K (-$1.1K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$14.1K (-$1.1K)
Filed 2026-10-21
First Premier Bank
DECREASED
Shares119 from 122
Change-3 (-2%)
Value$13 (-$1)
Filed 2026-10-13
CNB Bank
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.8K (-$996)
Filed 2026-11-09
Tompkins Financial Corp
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$12.1K (-$937)
Filed 2026-10-05
Vision Financial Markets LLC
DECREASED
Shares110 from 9,610
Change-9,500 (-99%)
Value$12.0K (-$1.1M)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$12.0K (-$929)
Filed 2026-11-03
Signature Resources Capital Management, LLC
DECREASED
Shares103 from 134
Change-31 (-23%)
Value$11.2K (-$4.5K)
Filed 2026-10-16
Pioneer Family Office, LLC
INCREASED
Shares101 from 85
Change+16 (+19%)
Value$11.0K (+$1.0K)
Filed 2026-10-30
Friedenthal Financial
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$11.0K (-$853)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.9K (-$844)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares94
Change+94
Value$10.2K
Filed 2026-10-27
Evermay Wealth Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.7K (-$675)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.7K (-$675)
Filed 2026-10-15
Chung Wu Investment Group, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$8.5K (-$658)
Filed 2026-11-03
Arvest Investments, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$7.6K (-$591)
Filed 2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.4K (-$574)
Filed 2026-10-15
Eukles Asset Management
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.9K (-$456)
Filed 2026-11-04
Bare Financial Services, Inc
NEW
Shares50
Change+50
Value$5.4K
Filed 2026-11-04
Tidemark, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.4K (-$422)
Filed 2026-11-09
Team Financial Group, LLC
NEW
Shares48
Change+48
Value$5.2K
Filed 2026-10-30
Covestor Ltd
INCREASED
Shares47 from 46
Change+1 (+2%)
Value$5 ($0)
Filed 2026-10-30
John Boyer, Inc.
NEW
Shares46
Change+46
Value$5.0K
Filed 2026-10-27
Philadelphia Investment Partners, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.8K (-$411)
Filed 2026-11-09
TFC Financial Management, Inc.
NEW
Shares40
Change+40
Value$4.4K
Filed 2026-10-26
Wolff Wiese Magana LLC
DECREASED
Shares40 from 120
Change-80 (-67%)
Value$4.4K (-$9.7K)
Filed 2026-10-15
Advanced Asset Management Advisors Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.4K (-$337)
Filed 2026-10-20
Activest Wealth Management
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.4K (-$337)
Filed 2026-10-15
Highland Investment Advisors LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.8K (-$284)
Filed 2026-11-09
Addison Advisors LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.7K (-$287)
Filed 2026-11-06
Weaver Capital Management LLC
INCREASED
Shares30 from 24
Change+6 (+25%)
Value$3.3K (+$650)
Filed 2026-10-15
Quent Capital, LLC
INCREASED
Shares28 from 2
Change+26 (+1300%)
Value$3.3K (+$3.1K)
Filed 2026-11-09
Mechanics Financial Corp
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.9K (-$228)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
NEW
Shares26
Change+26
Value$2.8K
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
NEW
Shares25
Change+25
Value$2.7K
Filed 2026-10-29
Markowski Investments
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.2K (-$169)
Filed 2026-10-30
Creative Capital Management Investments LLC
NEW
Shares16
Change+16
Value$1.7K
Filed 2026-10-28
PlanVest Financial, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.7K (-$135)
Filed 2026-11-09
Gilpin Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.5K (-$118)
Filed 2026-10-09
Silvant Capital Management LLC
NEW
Shares13
Change+13
Value$1.4K
Filed 2026-11-09
Evolution Wealth Management Inc.
DECREASED
Shares12 from 26
Change-14 (-54%)
Value$1.3K (-$1.7K)
Filed 2026-10-28
Ares Financial Consulting, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (-$98)
Filed 2026-10-19
Go Invest LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.2K (-$49)
Filed 2026-10-09
Daiwa Securities Group Inc.
DECREASED
Shares10 from 20
Change-10 (-50%)
Value$1.1K (-$1.3K)
Filed 2026-10-29
Thor Trading Advisors, LLC
CLOSED
Shares0 from 67,568
Change-67,568 (-100%)
Value$0 (-$7.9M)
Filed 2026-11-05
Squarepoint Ops LLC
CLOSED
Shares0 from 52,874
Change-52,874 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-09
Simplex Trading, LLC
CLOSED
Shares0 from 52,381
Change-52,381 (-100%)
Value$0 (-$6.1M)
Filed 2026-11-04
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 44,104
Change-44,104 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-04
Innealta Capital, LLC
CLOSED
Shares0 from 40,524
Change-40,524 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-02
Sage Advisory Services, Ltd.Co.
CLOSED
Shares0 from 25,997
Change-25,997 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
SBI Okasan Asset Management Co.Ltd.
CLOSED
Shares0 from 22,250
Change-22,250 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-10
Retireful, LLC
CLOSED
Shares0 from 21,842
Change-21,842 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-09
Capital Investment Counsel, LLC
CLOSED
Shares0 from 19,241
Change-19,241 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Terra Nova Asset Management LLC
CLOSED
Shares0 from 19,103
Change-19,103 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
FDx Advisors, Inc.
CLOSED
Shares0 from 11,041
Change-11,041 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 10,971
Change-10,971 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Financial & Tax Architects, LLC
CLOSED
Shares0 from 10,406
Change-10,406 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Summit Securities Group LLC
CLOSED
Shares0 from 8,551
Change-8,551 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
GenTrust, LLC
CLOSED
Shares0 from 6,868
Change-6,868 (-100%)
Value$0 (-$805.5K)
Filed 2026-11-06
Global View Capital Management LLC
CLOSED
Shares0 from 6,039
Change-6,039 (-100%)
Value$0 (-$708.3K)
Filed 2026-10-28
Personal CFO Solutions, LLC
CLOSED
Shares0 from 5,847
Change-5,847 (-100%)
Value$0 (-$685.7K)
Filed 2026-11-06
Edgestream Partners, L.P.
CLOSED
Shares0 from 4,827
Change-4,827 (-100%)
Value$0 (-$566.1K)
Filed 2026-11-10
Jefferies Financial Group Inc.
CLOSED
Shares0 from 4,736
Change-4,736 (-100%)
Value$0 (-$555.4K)
Filed 2026-11-05
Atala Financial Inc
CLOSED
Shares0 from 4,135
Change-4,135 (-100%)
Value$0 (-$565.3K)
Filed 2026-10-22
Doliver Advisors, LP
CLOSED
Shares0 from 2,980
Change-2,980 (-100%)
Value$0 (-$349.5K)
Filed 2026-10-01
VCI Wealth Management LLC
CLOSED
Shares0 from 2,905
Change-2,905 (-100%)
Value$0 (-$340.7K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 2,755
Change-2,755 (-100%)
Value$0 (-$323.1K)
Filed 2026-10-29
Mirador Capital Partners LP
CLOSED
Shares0 from 2,686
Change-2,686 (-100%)
Value$0 (-$315.0K)
Filed 2026-10-09
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 2,658
Change-2,658 (-100%)
Value$0 (-$311.7K)
Filed 2026-10-23
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,570
Change-2,570 (-100%)
Value$0 (-$301.4K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 2,328
Change-2,328 (-100%)
Value$0 (-$273.0K)
Filed 2026-10-15
CLG LLC
CLOSED
Shares0 from 2,299
Change-2,299 (-100%)
Value$0 (-$269.6K)
Filed 2026-10-13
IPG Investment Advisors LLC
CLOSED
Shares0 from 2,180
Change-2,180 (-100%)
Value$0 (-$255.7K)
Filed 2026-10-30
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 2,160
Change-2,160 (-100%)
Value$0 (-$253.3K)
Filed 2026-11-05
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,144
Change-2,144 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-19
Principle Wealth Partners LLC
CLOSED
Shares0 from 1,976
Change-1,976 (-100%)
Value$0 (-$231.7K)
Filed 2026-11-02
Braun Stacey Associates Inc
CLOSED
Shares0 from 1,940
Change-1,940 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-19
Silverlake Wealth Management LLC
CLOSED
Shares0 from 1,938
Change-1,938 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-21
OFS Enterprise LLC
CLOSED
Shares0 from 1,898
Change-1,898 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-16
Avestar Capital, LLC
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-28
Seelaus Asset Management LLC
CLOSED
Shares0 from 1,820
Change-1,820 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-14
Burling Wealth Partners, LLC
CLOSED
Shares0 from 1,814
Change-1,814 (-100%)
Value$0 (-$212.7K)
Filed 2026-11-09
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 1,808
Change-1,808 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-21
Mindset Wealth Management, LLC
CLOSED
Shares0 from 1,808
Change-1,808 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-19
Mitchell Sinkler & Starr
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 1,792
Change-1,792 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-14
Tableaux LLC
CLOSED
Shares0 from 1,782
Change-1,782 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-23
SilverOak Wealth Management LLC
CLOSED
Shares0 from 1,774
Change-1,774 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-29
Axim Planning & Wealth
CLOSED
Shares0 from 1,755
Change-1,755 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-28
Flagstar Securities, Inc
CLOSED
Shares0 from 1,749
Change-1,749 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-15
Ipsen Advisor Group LLC
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-29
Peoples Bank
CLOSED
Shares0 from 1,734
Change-1,734 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-09
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 1,730
Change-1,730 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-16
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 1,708
Change-1,708 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-14
Fifth Third Securities, Inc.
CLOSED
Shares0 from 1,708
Change-1,708 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-21
Solstein Capital, LLC
CLOSED
Shares0 from 1,696
Change-1,696 (-100%)
Value$0 (-$198.9K)
Filed 2026-11-02
Deutsche Bank Ag\
CLOSED
Shares0 from 1,474
Change-1,474 (-100%)
Value$0 (-$172.9K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 1,245
Change-1,245 (-100%)
Value$0 (-$142.0K)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 1,052
Change-1,052 (-100%)
Value$0 (-$49)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$106.1K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 732
Change-732 (-100%)
Value$0 (-$85.8K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$76.8K)
Filed 2026-10-28
Wellington Grp LLC
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$66.7K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$58.3K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$59.6K)
Filed 2026-10-13
Provident Wealth Management, LLC
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$46.4K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-13
Park Place Capital Corp
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$8.7K)
Filed 2026-11-09
Alerus Financial NA
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-23
Blueline Advisors LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-15
Rakuten Securities, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-02
Meramec Financial Planners, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$776)
Filed 2026-11-09
Networth Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$70)
Filed 2026-11-03
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$89)
Filed 2026-10-28
Financial Management Professionals, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$28)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
DECREASED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$109.7K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 39,616,579
Change-39,616,579 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,178,491
Change-13,178,491 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,126,991
Change-8,126,991 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,831,522
Change-5,831,522 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,119,561
Change-4,119,561 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,557,336
Change-3,557,336 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,120,982
Change-3,120,982 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,022,702
Change-3,022,702 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,792,320
Change-2,792,320 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,542,249
Change-2,542,249 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,501,017
Change-2,501,017 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 2,141,512
Change-2,141,512 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,830,206
Change-1,830,206 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,611,333
Change-1,611,333 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,589,552
Change-1,589,552 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,350,600
Change-1,350,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,305,668
Change-1,305,668 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,108,300
Change-1,108,300 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,005,682
Change-1,005,682 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 685,948
Change-685,948 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 654,279
Change-654,279 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 615,514
Change-615,514 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 602,984
Change-602,984 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 540,985
Change-540,985 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 516,912
Change-516,912 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 504,529
Change-504,529 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 487,601
Change-487,601 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 482,681
Change-482,681 (-100%)
Value—
Main Management LLC
N/A
Shares— from 482,051
Change-482,051 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 409,731
Change-409,731 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 406,747
Change-406,747 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 401,248
Change-401,248 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 393,431
Change-393,431 (-100%)
Value—
State Street Corp
N/A
Shares— from 371,556
Change-371,556 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 369,445
Change-369,445 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 363,540
Change-363,540 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 294,815
Change-294,815 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 249,996
Change-249,996 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 242,768
Change-242,768 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 237,197
Change-237,197 (-100%)
Value—
FMR LLC
N/A
Shares— from 217,260
Change-217,260 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 208,261
Change-208,261 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 203,454
Change-203,454 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 199,906
Change-199,906 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 188,037
Change-188,037 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 187,223
Change-187,223 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 186,324
Change-186,324 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 180,906
Change-180,906 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 180,400
Change-180,400 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 177,601
Change-177,601 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 169,768
Change-169,768 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 163,677
Change-163,677 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 155,536
Change-155,536 (-100%)
Value—
SRB Corp
N/A
Shares— from 154,540
Change-154,540 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 148,820
Change-148,820 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 148,233
Change-148,233 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 146,239
Change-146,239 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 138,450
Change-138,450 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 138,424
Change-138,424 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 136,248
Change-136,248 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 132,187
Change-132,187 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 129,716
Change-129,716 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 125,225
Change-125,225 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 124,207
Change-124,207 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 120,912
Change-120,912 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 119,866
Change-119,866 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 115,614
Change-115,614 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 114,884
Change-114,884 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 107,216
Change-107,216 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 98,976
Change-98,976 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 97,958
Change-97,958 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 96,433
Change-96,433 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 96,398
Change-96,398 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 91,107
Change-91,107 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 89,459
Change-89,459 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 85,071
Change-85,071 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 83,058
Change-83,058 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 81,861
Change-81,861 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 81,186
Change-81,186 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 81,079
Change-81,079 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 79,207
Change-79,207 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 79,057
Change-79,057 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 75,012
Change-75,012 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 74,974
Change-74,974 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 73,097
Change-73,097 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 69,541
Change-69,541 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 67,958
Change-67,958 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 67,664
Change-67,664 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 65,327
Change-65,327 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 64,353
Change-64,353 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 63,250
Change-63,250 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,620
Change-59,620 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 59,106
Change-59,106 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 58,966
Change-58,966 (-100%)
Value—
&partners
N/A
Shares— from 54,965
Change-54,965 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 54,401
Change-54,401 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 54,284
Change-54,284 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 53,652
Change-53,652 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 53,180
Change-53,180 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 52,532
Change-52,532 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 48,280
Change-48,280 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 47,957
Change-47,957 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 47,747
Change-47,747 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,717
Change-47,717 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 46,641
Change-46,641 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 44,968
Change-44,968 (-100%)
Value—
Commerce Bank
N/A
Shares— from 43,601
Change-43,601 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 42,800
Change-42,800 (-100%)
Value—
Simmons Bank
N/A
Shares— from 42,728
Change-42,728 (-100%)
Value—
FCA Corp
N/A
Shares— from 42,403
Change-42,403 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 42,077
Change-42,077 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,168
Change-40,168 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 39,633
Change-39,633 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 39,413
Change-39,413 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 39,068
Change-39,068 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 38,675
Change-38,675 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 38,241
Change-38,241 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,862
Change-37,862 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 37,548
Change-37,548 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 36,826
Change-36,826 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 36,659
Change-36,659 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 36,631
Change-36,631 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 36,212
Change-36,212 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 34,725
Change-34,725 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 34,586
Change-34,586 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 33,848
Change-33,848 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 32,429
Change-32,429 (-100%)
Value—
Stephens Inc
N/A
Shares— from 32,312
Change-32,312 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 32,255
Change-32,255 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 32,154
Change-32,154 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 32,008
Change-32,008 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 31,064
Change-31,064 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,485
Change-30,485 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 29,510
Change-29,510 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,639
Change-28,639 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,363
Change-28,363 (-100%)
Value—
FIL Ltd
N/A
Shares— from 28,239
Change-28,239 (-100%)
Value—
Blair William & Co
N/A
Shares— from 28,149
Change-28,149 (-100%)
Value—
Bank of Marin
N/A
Shares— from 26,872
Change-26,872 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 26,236
Change-26,236 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 26,144
Change-26,144 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 26,100
Change-26,100 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 26,002
Change-26,002 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 25,952
Change-25,952 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 25,797
Change-25,797 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 25,671
Change-25,671 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 25,307
Change-25,307 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 24,471
Change-24,471 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 24,002
Change-24,002 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 23,655
Change-23,655 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,433
Change-23,433 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,744
Change-22,744 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 22,315
Change-22,315 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 21,481
Change-21,481 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 21,397
Change-21,397 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 20,725
Change-20,725 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 20,718
Change-20,718 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 20,343
Change-20,343 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 20,074
Change-20,074 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 19,805
Change-19,805 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 19,762
Change-19,762 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 19,597
Change-19,597 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 19,573
Change-19,573 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 19,389
Change-19,389 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 19,029
Change-19,029 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 18,121
Change-18,121 (-100%)
Value—
Straightline Group LLC
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 17,693
Change-17,693 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,187
Change-17,187 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 16,820
Change-16,820 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,362
Change-16,362 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,248
Change-16,248 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,941
Change-15,941 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,889
Change-15,889 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 15,580
Change-15,580 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 15,496
Change-15,496 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 15,445
Change-15,445 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,363
Change-15,363 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 15,151
Change-15,151 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 14,820
Change-14,820 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,799
Change-14,799 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,790
Change-14,790 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 14,557
Change-14,557 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,047
Change-14,047 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 13,559
Change-13,559 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 12,242
Change-12,242 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 11,860
Change-11,860 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,665
Change-11,665 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,132
Change-11,132 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 10,310
Change-10,310 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,790
Change-9,790 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,427
Change-9,427 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 9,132
Change-9,132 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 8,607
Change-8,607 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 8,553
Change-8,553 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,458
Change-7,458 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,109
Change-7,109 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,876
Change-4,876 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 902
Change-902 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 774
Change-774 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 770
Change-770 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 732
Change-732 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 600
Change-600 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 513
Change-513 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 265
Change-265 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 262
Change-262 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
EFG International AG
N/A
Shares— from 200
Change-200 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 160
Change-160 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 156
Change-156 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 92
Change-92 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 56
Change-56 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,724,2862,800,487-76,201-3%$328.4M$296.5M-$31.9M2026-11-06
Migdal Insurance & Financial Holdings Ltd.
DECREASED2,628,2093,231,019-602,810-19%$378.9M$286.1M-$92.9M2026-11-09
Barclays PLC
INCREASED1,916,1491,000,187+915,962+92%$117.3M$208.6M+$91.3M2026-11-06
Meitav Investment House LTD
DECREASED1,809,6372,127,980-318,343-15%$249.6M$197.0M-$52.6M2026-10-28
Natixis
INCREASED1,299,710401,677+898,033+224%$47.1M$141.5M+$94.4M2026-11-06
Truist Financial Corp
INCREASED1,257,4811,235,864+21,617+2%$144.9M$136.9M-$8.1M2026-10-30
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,108,3311,108,494-1630%$130.0M$120.6K-$129.9M2026-11-02
WestEnd Advisors, LLC
INCREASED1,081,5521,025,999+55,553+5%$120.3M$117.7M-$2.6M2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED676,708644,178+32,530+5%$75.5M$73.7M-$1.9M2026-10-29
Factory Mutual Insurance Co
UNCHANGED568,000568,00000%$66.6M$61.8M-$4.8M2026-10-30
KCM Investment Advisors LLC
DECREASED507,835526,859-19,024-4%$61.8M$55.3M-$6.5M2026-10-27
US Bancorp \de\
DECREASED501,515526,823-25,308-5%$61.8M$54.6M-$7.2M2026-11-05
HighTower Advisors, LLC
DECREASED462,063476,099-14,036-3%$55.8M$50.3M-$5.5M2026-11-10
AGF Management LTD
DECREASED419,151571,904-152,753-27%$67.1M$45.6M-$21.5M2026-11-03
Fisher Asset Management, LLC
DECREASED400,325419,881-19,556-5%$49.2M$43.6M-$5.7M2026-11-06
Citigroup Inc
DECREASED336,348794,124-457,776-58%$93.1M$36.6M-$56.5M2026-11-04
Trilogy Capital Inc.
DECREASED301,857336,087-34,230-10%$39.4M$32.9M-$6.6M2026-10-20
Armstrong Advisory Group, Inc
INCREASED293,353289,741+3,612+1%$34.0M$31.9M-$2.1M2026-10-09
BAR Harbor Wealth Management
DECREASED283,262284,042-7800%$33.3M$30.8M-$2.5M2026-10-21
Krilogy Financial LLC
INCREASED268,738238,921+29,817+12%$28.0M$30.2M+$2.2M2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED257,645402,951-145,306-36%$47.3M$28.0M-$19.2M2026-11-03
Commonwealth Equity Services, LLC
INCREASED250,286246,330+3,956+2%$28.9M$27.2M-$1.6M2026-11-02
Daido Life Insurance Co
INCREASED237,035225,195+11,840+5%$26.4M$25.8K-$26.4M2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED221,587275,382-53,795-20%$32.3M$24.1M-$8.2M2026-10-29
IMZ Advisory Inc
INCREASED217,622213,105+4,517+2%$25.0M$23.7M-$1.3M2026-11-03
Biltmore Wealth Management, LLC
INCREASED206,389199,665+6,724+3%$23.4M$22.5M-$953.4K2026-10-09
Oppenheimer Asset Management Inc.
INCREASED200,038195,176+4,862+2%$22.9M$21.8M-$1.1M2026-10-27
Fifth Third Bancorp
DECREASED187,869191,798-3,929-2%$22.5M$20.4M-$2.0M2026-11-05
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED180,728180,72800%$21.2M$19.7M-$1.5M2026-11-09
PNC Financial Services Group, Inc.
DECREASED179,332180,837-1,505-1%$21.2M$19.5M-$1.7M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED157,922145,808+12,114+8%$17.1M$17.2K-$17.1M2026-11-02
Salomon & Ludwin, LLC
INCREASED156,817155,065+1,752+1%$18.4M$17.1M-$1.3M2026-10-29
Assetmark, Inc
INCREASED153,385144,488+8,897+6%$16.9M$16.7M-$251.2K2026-10-21
Intrua Financial, LLC
INCREASED149,32882,224+67,104+82%$9.6M$16.3M+$6.6M2026-10-28
TCP Asset Management, LLC
INCREASED143,146135,997+7,149+5%$15.9M$15.8M-$197.9K2026-10-14
WBH Advisory Inc
DECREASED137,556144,694-7,138-5%$17.0M$15.0M-$2.0M2026-11-05
HighPoint Advisor Group LLC
DECREASED136,352147,108-10,756-7%$17.3M$14.8M-$2.4M2026-11-09
Lighthouse Financial Services Inc
INCREASED133,766131,700+2,066+2%$15.6M$14.6M-$993.3K2026-11-02
Bank of Montreal
DECREASED133,070219,157-86,087-39%$25.7M$14.5M-$11.2M2026-11-09
AlphaCore Capital LLC
INCREASED131,95567,444+64,511+96%$7.9M$14.4M+$6.5M2026-11-04
Brookstone Capital Management
INCREASED130,36593,038+37,327+40%$10.9M$14.2M+$3.3M2026-10-22
Trek Financial, LLC
DECREASED126,748254,539-127,791-50%$29.9M$13.8M-$16.1M2026-10-29
Creative Planning
INCREASED125,715123,028+2,687+2%$14.4M$13.7M-$745.9K2026-11-02
Encompass More Asset Management
INCREASED122,590104,366+18,224+17%$12.2M$13.3M+$1.1M2026-10-16
Cadent Capital Advisors, LLC
DECREASED122,449128,684-6,235-5%$15.1M$13.3M-$1.8M2026-10-09
Redstone Wealth Management, LLC
INCREASED119,562115,749+3,813+3%$13.6M$13.0M-$561.9K2026-10-20
Concurrent Investment Advisors, LLC
DECREASED118,920144,651-25,731-18%$17.0M$12.9M-$4.0M2026-10-16
Old National Bancorp
DECREASED115,130116,171-1,041-1%$13.6M$12.5M-$1.1M2026-10-20
Petredis Investment Advisors LLC
DECREASED104,142104,323-1810%$12.2M$11.3M-$900.2K2026-10-20
Bank of New York Mellon Corp
DECREASED101,785102,821-1,036-1%$12.1M$11.1M-$980.5K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED101,50692,983+8,523+9%$11.0M$11.0M+$64.5K2026-11-04
Bellwether Advisors, LLC
DECREASED98,914191,679-92,765-48%$22.5M$10.8M-$11.7M2026-11-09
Atria Investments, Inc
INCREASED96,37481,860+14,514+18%$9.6M$10.5M+$888.8K2026-10-15
Tamar Securities, LLC
INCREASED94,30183,234+11,067+13%$9.8M$10.3M+$502.1K2026-11-03
Simon Quick Advisors, LLC
DECREASED90,169106,202-16,033-15%$12.5M$9.8M-$2.6M2026-10-26
Merit Financial Group, LLC
DECREASED87,458128,321-40,863-32%$15.0M$9.5M-$5.5M2026-11-06
Forbes J M & Co LLP
UNCHANGED85,05485,05400%$10.0M$9.3M-$717.9K2026-10-16
Carnegie Investment Counsel
INCREASED84,03482,597+1,437+2%$9.7M$9.1M-$540.7K2026-10-20
Capital Investment Advisors, LLC
DECREASED83,89087,045-3,155-4%$10.2M$9.1M-$1.1M2026-10-22
Kestra Advisory Services, LLC
INCREASED77,01871,934+5,084+7%$8.4M$8.4M-$53.8K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED76,83071,701+5,129+7%$8.4M$8.4M-$47.0K2026-10-06
Winthrop Capital Management, LLC
DECREASED75,92479,515-3,591-5%$9.3M$8.3M-$1.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED75,46769,741+5,726+8%$8.2M$8.4M+$254.0K2026-10-13
Asset Advisors Investment Management, LLC
INCREASED72,73572,265+470+1%$8.5M$7.9M-$558.8K2026-10-19
RFG Advisory, LLC
INCREASED71,20868,827+2,381+3%$8.1M$7.8M-$321.8K2026-11-03
Orange Investment Advisors, Inc.
INCREASED70,09070,000+90+0%$8.2M$7.6M-$581.0K2026-10-23
Davenport & Co LLC
INCREASED67,95564,081+3,874+6%$7.5M$7.4M-$119.2K2026-10-14
Lido Advisors, LLC
INCREASED66,26064,444+1,816+3%$7.6M$7.2M-$346.2K2026-11-04
Foronjy Financial LLC
INCREASED64,47257,175+7,297+13%$6.7M$7.0M+$311.7K2026-10-14
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED64,21064,21000%$7.5M$7.0M-$541.9K2026-10-29
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED63,62463,62400%$7.5M$6.9M-$537.0K2026-11-09
Miller Howard Investments Inc
NEW63,572—+63,572——$6.9M—2026-10-26
Pinnacle Associates LTD
DECREASED59,87261,606-1,734-3%$7.2M$6.5M-$708.7K2026-10-20
Thrivent Financial for Lutherans
DECREASED59,41571,470-12,055-17%$6.9M$6.5K-$6.9M2026-11-05
Founders Financial Securities LLC
DECREASED59,011125,976-66,965-53%$14.8M$6.4M-$8.4M2026-10-28
Peterson Wealth Management
DECREASED57,77059,570-1,800-3%$7.0M$6.3M-$698.6K2026-11-06
Harbour Trust & Investment Management Co
DECREASED56,67660,155-3,479-6%$7.1M$6.2M-$886.4K2026-10-28
First Interstate Bank
DECREASED56,57557,152-577-1%$6.7M$6.2M-$545.2K2026-10-23
Cooksen Wealth, LLC
INCREASED55,90452,242+3,662+7%$6.1M$6.3M+$181.9K2026-10-13
First Merchants Corp
DECREASED55,66255,746-840%$6.5M$6.1M-$479.6K2026-10-15
Larson Financial Group LLC
DECREASED55,12756,387-1,260-2%$6.6M$6.0M-$613.1K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED54,82853,677+1,151+2%$6.3M$6.0M-$327.6K2026-11-05
Chemung Canal Trust Co
INCREASED54,66453,300+1,364+3%$6.3M$5.9M-$301.4K2026-11-04
Evolution Wealth Advisors, LLC
DECREASED54,33570,950-16,615-23%$8.3M$5.9M-$2.4M2026-11-03
Toth Financial Advisory Corp
DECREASED53,93754,739-802-1%$6.4M$5.9M-$549.3K2026-10-08
Compass Wealth Management, LLC
INCREASED53,18250,428+2,754+5%$5.9M$5.8M-$125.9K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED53,16156,159-2,998-5%$6.6M$5.8M-$800.3K2026-11-05
Stockman Wealth Management, Inc.
INCREASED52,61445,923+6,691+15%$5.4M$5.7M+$340.6K2026-10-27
Park Avenue Securities LLC
DECREASED51,62262,624-11,002-18%$7.3M$5.6K-$7.3M2026-10-26
Soltis Investment Advisors LLC
INCREASED51,2038,397+42,806+510%$984.8K$5.6M+$4.6M2026-10-28
Steele Capital Management, Inc.
DECREASED51,18656,671-5,485-10%$6.6M$5.6M-$1.1M2026-11-02
Congress Asset Management Co
NEW50,880—+50,880——$5.5M—2026-10-06
Hartford Financial Management Inc.
INCREASED50,52447,270+3,254+7%$5.5M$5.5M-$44.8K2026-10-21
Premier Path Wealth Partners, LLC
DECREASED49,74279,153-29,411-37%$9.3M$5.4M-$3.9M2026-10-16
Galvin, Gaustad & Stein, LLC
INCREASED48,80342,702+6,101+14%$5.0M$5.3M+$303.7K2026-10-08
Segment Wealth Management, LLC
DECREASED47,94949,825-1,876-4%$5.8M$5.2M-$624.7K2026-10-26
German American Bancorp, Inc.
INCREASED47,75247,499+253+1%$5.6M$5.2M-$373.4K2026-11-10
Midwest Trust Co
DECREASED44,88445,262-378-1%$5.3M$4.9M-$423.2K2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED44,82244,596+226+1%$5.2M$4.9M-$351.8K2026-10-16
Keybank National Association
INCREASED43,91843,454+464+1%$5.1M$4.8M-$316.2K2026-11-04
Sharper & Granite LLC
INCREASED41,89441,485+409+1%$4.9M$4.6M-$299.8K2026-11-02
Vertex Investment Solutions Co., Ltd.
DECREASED41,50068,600-27,100-39%$8.0M$4.5M-$3.5M2026-10-19
Meridian Wealth Management, LLC
INCREASED40,55327,863+12,690+46%$3.3M$4.4M+$1.2M2026-11-05
Fairvoy Private Wealth, LLC
DECREASED39,12341,187-2,064-5%$4.8M$4.3M-$572.2K2026-10-19
Retirement Planning Group, LLC
DECREASED38,83939,884-1,045-3%$4.7M$4.2M-$450.3K2026-10-19
Attessa Capital LLC
INCREASED38,71036,487+2,223+6%$4.3M$4.2M-$66.0K2026-10-09
HB Wealth Management, LLC
INCREASED37,44137,162+279+1%$4.4M$4.1M-$283.4K2026-10-23
Cornerstone Wealth Group, LLC
NEW37,074—+37,074——$4.0M—2026-11-02
Nelson Capital Management, LLC
INCREASED36,90731,794+5,113+16%$3.7M$4.0M+$288.2K2026-11-09
Kennicott Capital Management LLC
DECREASED36,65236,687-350%$4.3M$4.0M-$313.4K2026-10-16
Es4, LLC
INCREASED36,50136,243+258+1%$4.3M$4.0M-$277.9K2026-11-09
LightSquare Wealth Management, LLC
INCREASED35,38334,174+1,209+4%$4.0M$3.9M-$156.8K2026-11-03
Independence Wealth Advisors, LLC
INCREASED35,04933,650+1,399+4%$3.9M$3.8M-$131.6K2026-10-29
Signal Advisors Wealth, LLC
INCREASED34,55525,945+8,610+33%$3.0M$3.8M+$718.1K2026-10-13
Darwin Wealth Management, LLC
INCREASED34,13532,816+1,319+4%$3.8M$3.7M-$133.5K2026-11-09
Bank Hapoalim BM
DECREASED33,55642,246-8,690-21%$5.0M$3.7K-$5.0M2026-11-10
Oppenheimer & Co Inc
DECREASED33,40437,811-4,407-12%$4.4M$3.6M-$798.8K2026-10-26
Howard Capital Management Group, LLC
DECREASED32,00033,312-1,312-4%$3.9M$3.5M-$423.8K2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED31,95932,510-551-2%$3.8M$3.5M-$334.3K2026-10-23
Integrated Advisors Network LLC
DECREASED31,03232,612-1,580-5%$3.8M$3.4M-$447.2K2026-10-20
Neville Rodie & Shaw Inc
DECREASED30,68030,830-1500%$3.6K$3.3K-$2772026-10-05
Pennsylvania Capital Management Inc
DECREASED30,47330,720-247-1%$3.6M$3.3M-$286.2K2026-11-05
Butensky & Cohen Financial Security, Inc
INCREASED30,25928,785+1,474+5%$3.4M$3.3M-$82.5K2026-10-13
Ferguson Wellman Capital Management, Inc
DECREASED30,14233,812-3,670-11%$4.0M$3.3M-$684.8K2026-10-05
3Edge Asset Management, LP
DECREASED30,11665,662-35,546-54%$7.7M$3.3M-$4.4M2026-10-30
CoreCap Advisors, LLC
DECREASED29,59542,073-12,478-30%$4.9M$3.2M-$1.7M2026-10-08
jvl associates llc
UNCHANGED29,57429,57400%$3.5M$3.2M-$249.6K2026-10-09
AMG National Trust Bank
DECREASED29,46129,661-200-1%$3.5M$3.2M-$272.1K2026-11-05
Sigma Planning Corp
DECREASED28,11328,795-682-2%$3.4M$3.1M-$317.2K2026-10-23
Marion Wealth Management
INCREASED28,10727,391+716+3%$3.2M$3.1M-$153.2K2026-10-22
Independent Financial Group, LLC
DECREASED28,02640,001-11,975-30%$4.7M$3.1M-$1.6M2026-10-13
Horizon Financial Services, LLC
INCREASED27,84622,279+5,567+25%$2.6M$3.0M+$417.9K2026-11-04
Tritonpoint Wealth, LLC
DECREASED27,79028,654-864-3%$3.4M$3.0M-$335.9K2026-10-19
10Elms LLP
INCREASED27,53626,332+1,204+5%$3.1M$3.0M-$91.1K2026-11-06
Harbour Investments, Inc.
DECREASED27,41929,141-1,722-6%$3.4M$3.0M-$433.3K2026-11-09
MontVue Capital Management, Inc.
DECREASED27,11227,294-182-1%$3.2M$3.0M-$250.2K2026-10-19
Associated Banc-Corp
INCREASED27,05627,024+32+0%$3.2M$2.9M-$224.6K2026-10-30
Trust Co of Oklahoma
DECREASED26,63128,972-2,341-8%$3.4M$2.9M-$499.3K2026-10-15
Atlas Capital Advisors Inc.
DECREASED26,42627,186-760-3%$3.2M$2.3M-$881.6K2026-11-09
Boltwood Capital Management
INCREASED26,00825,820+188+1%$3.0M$2.8M-$197.5K2026-10-02
CV Advisors LLC
UNCHANGED26,00026,00000%$3.0M$2.8M-$219.4K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED25,64327,466-1,823-7%$3.2M$2.8M-$430.2K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED25,46732,297-6,830-21%$3.8M$2.8M-$1.0M2026-10-13
Diversified Enterprises, LLC
DECREASED25,16925,365-196-1%$3.0M$2.7M-$235.4K2026-10-19
Hansen & Associates Financial Group, Inc.
INCREASED24,83323,238+1,595+7%$2.7M$2.8M+$31.8K2026-11-09
First Horizon Corp
INCREASED24,49524,290+205+1%$2.8M$2.7M-$182.7K2026-10-26
Aafmaa Wealth Management & Trust LLC
INCREASED24,34723,155+1,192+5%$2.7M$2.7M+$21.1K2026-10-14
Sowell Financial Services LLC
INCREASED24,14323,208+935+4%$2.7M$2.6M-$94.1K2026-10-23
Chesapeake Wealth Management
DECREASED24,09525,233-1,138-5%$3.0M$2.6M-$336.8K2026-11-09
Farther Finance Advisors, LLC
DECREASED24,04725,618-1,571-6%$3.0M$2.6M-$387.1K2026-10-08
Banco Santander, S.A.
DECREASED24,03925,907-1,868-7%$3.0M$2.6M-$422.0K2026-11-10
Verus Capital Partners, LLC
INCREASED24,01323,064+949+4%$2.7M$2.6M-$91.4K2026-11-03
AdvisorShares Investments LLC
DECREASED23,79854,488-30,690-56%$6.4M$2.6M-$3.8M2026-11-09
IFP Advisors, Inc
INCREASED23,77018,885+4,885+26%$2.2M$2.6M+$372.3K2026-10-16
Advisory Resource Group
INCREASED23,73322,178+1,555+7%$2.6M$2.6M-$18.0K2026-10-26
Trust Co
DECREASED23,63323,752-1190%$2.8M$2.6M-$213.4K2026-10-09
Savant Capital, LLC
INCREASED23,61222,813+799+4%$2.6M$2.6M-$50.5K2026-11-06
Essex LLC
INCREASED23,36921,390+1,979+9%$2.5M$2.5M+$34.9K2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED23,34423,556-212-1%$2.8M$2.5M-$218.1K2026-10-13
Zullo Investment Group, Inc.
INCREASED23,21723,137+80+0%$2.7M$2.5M-$186.6K2026-10-20
Ring Mountain Capital, LLC
DECREASED22,93823,676-738-3%$2.8M$2.5M-$280.1K2026-10-13
Pine Valley Investments Ltd Liability Co
INCREASED22,86820,741+2,127+10%$2.4M$2.5M+$56.4K2026-11-09
Point Windward Advisors Inc.
INCREASED22,72921,641+1,088+5%$2.5M$2.5M-$64.2K2026-11-06
Relyea Zuckerberg Hanson LLC
INCREASED22,71922,718+10%$2.7M$2.5M-$191.6K2026-10-20
Wall Capital Group, Inc.
DECREASED22,54228,239-5,697-20%$3.3M$2.5M-$858.4K2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED22,49622,267+229+1%$2.6M$2.4M-$163.0K2026-10-13
D.A. Davidson & Co.
INCREASED22,38121,254+1,127+5%$2.5M$2.4M-$56.8K2026-10-28
Constitution Capital LLC
INCREASED22,25321,993+260+1%$2.6M$2.4M-$157.3K2026-10-23
Apollon Financial, LLC
DECREASED21,96131,262-9,301-30%$3.7M$2.4M-$1.3M2026-10-23
Clarus Wealth Advisors
INCREASED21,86219,980+1,882+9%$2.3M$2.5M+$163.5K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED21,77621,423+353+2%$2.5M$2.4K-$2.5M2026-10-14
Valeo Financial Advisors, LLC
INCREASED21,48021,478+2+0%$2.5M$2.3M-$181.0K2026-10-08
Colony Family Offices, LLC
UNCHANGED21,42421,42400%$2.5M$2.3M-$180.8K2026-10-22
Regions Financial Corp
INCREASED21,18320,289+894+4%$2.4M$2.3M-$73.9K2026-11-05
Diversify Wealth Management, LLC
INCREASED20,85511,783+9,072+77%$1.3M$2.4M+$1.1M2026-10-20
Diversify Advisory Services, LLC
INCREASED20,85511,783+9,072+77%$1.3M$2.4M+$1.1M2026-10-20
111 Capital
NEW20,795—+20,795——$2.3M—2026-11-03
ARS Investment Partners, LLC
DECREASED20,77421,284-510-2%$2.5M$2.3M-$235.1K2026-11-05
Simplicity Wealth,LLC
DECREASED20,75623,476-2,720-12%$2.8M$2.3M-$494.1K2026-10-23
CDM Financial Counseling Services, Inc.
INCREASED20,67420,065+609+3%$2.4M$2.3M-$103.1K2026-10-15
M&T Bank Corp
DECREASED20,49023,350-2,860-12%$2.7M$2.2M-$508.3K2026-11-10
New York Life Investment Management LLC
DECREASED20,41229,515-9,103-31%$3.5M$2.2M-$1.2M2026-11-04
Channel Wealth LLC
INCREASED20,3986,925+13,473+195%$812.2K$2.2M+$1.4M2026-11-06
Windsor Capital Management, LLC
DECREASED20,16520,464-299-1%$2.4M$2.2M-$205.3K2026-10-13
Certified Advisory Corp
DECREASED20,01621,692-1,676-8%$2.5M$2.2M-$365.5K2026-10-29
Magnolia Capital Management LTD
DECREASED19,91021,742-1,832-8%$2.6K$2.2K-$3832026-10-09
Centennial Bank
INCREASED19,62315,825+3,798+24%$1.9M$2.1M+$279.8K2026-11-09
NBT Bank, N.A.
INCREASED19,37119,082+289+2%$2.2M$2.1M-$129.6K2026-10-21
Vise Technologies, Inc.
INCREASED19,21919,032+187+1%$2.2M$2.1M-$140.3K2026-10-29
Ameraudi Asset Management, Inc.
DECREASED19,16362,446-43,283-69%$7.3M$2.1M-$5.2M2026-11-05
Western Wealth Management, LLC
DECREASED19,13221,067-1,935-9%$2.5M$2.1M-$388.4K2026-11-09
OpenArc Corporate Advisory, LLC
DECREASED19,12821,215-2,087-10%$2.5M$2.1M-$406.2K2026-10-21
Advisor Resource Council
DECREASED19,07022,326-3,256-15%$2.6M$2.1M-$528.6K2026-11-05
Choreo, LLC
INCREASED18,98018,391+589+3%$2.2M$2.1M-$91.1K2026-10-28
Beacon Capital Management, Inc.
INCREASED18,94815,982+2,966+19%$1.9M$2.1M+$187.9K2026-10-13
Curat Global, LLC
DECREASED18,74819,526-778-4%$2.0M$2.0M-$5.0K2026-10-26
United Asset Strategies, Inc.
DECREASED18,45742,234-23,777-56%$5.0M$2.0M-$2.9M2026-10-28
Nwam LLC
INCREASED18,32918,239+90+0%$2.1M$2.0M-$144.2K2026-11-09
Financial Freedom, LLC
DECREASED18,03018,857-827-4%$2.2M$2.0M-$249.1K2026-11-06
Phoenix Financial Ltd.
UNCHANGED18,00018,00000%$2.1M$2.0M-$151.9K2026-11-09
Calamos Wealth Management LLC
DECREASED17,61517,672-570%$2.1M$1.9M-$155.4K2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED17,56418,147-583-3%$2.1M$1.9M-$216.6K2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED17,23154,085-36,854-68%$6.3M$1.9M-$4.5M2026-10-23
Realta Investment Advisors
INCREASED17,19313,631+3,562+26%$1.6M$1.9M+$272.6K2026-10-14
Spire Wealth Management
DECREASED17,12417,885-761-4%$2.1M$1.9M-$233.8K2026-10-30
Redwood Financial Network Corp
DECREASED16,87517,194-319-2%$2.0M$1.8M-$179.9K2026-11-03
Laurel Wealth Advisors LLC
DECREASED16,84518,384-1,539-8%$2.2M$1.8M-$322.6K2026-10-27
Milestone Asset Management, LLC
INCREASED16,5558,917+7,638+86%$1.0M$1.8M+$756.1K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED16,37216,371+1+0%$1.9M$1.8M-$138.1K2026-10-08
StoneX Group Inc.
DECREASED16,36820,101-3,733-19%$2.4M$1.8M-$566.6K2026-11-03
Roberts Wealth Advisors, LLC
INCREASED16,22915,804+425+3%$1.9M$1.8M-$87.1K2026-10-14
Bfsg, LLC
INCREASED15,99115,617+374+2%$1.8M$1.7M-$91.1K2026-10-30
Focus Financial Network, Inc.
DECREASED15,95119,165-3,214-17%$2.2M$1.7M-$511.6K2026-10-14
Wedbush Securities Inc
DECREASED15,93716,522-585-4%$1.9M$1.7K-$1.9M2026-10-22
Valmark Advisers, Inc.
INCREASED15,75114,587+1,164+8%$1.7M$1.7M+$3.6K2026-11-06
Stonebridge Financial Planning Group, LLC
DECREASED15,51815,626-108-1%$1.8M$1.7M-$143.6K2026-11-06
Prospera Financial Services Inc
INCREASED15,12014,897+223+2%$1.7M$1.7M-$2.6K2026-11-04
Live Oak Investment Partners
INCREASED14,99114,867+124+1%$1.7M$1.6M-$112.0K2026-10-23
IFG Advisory, LLC
DECREASED14,87215,997-1,125-7%$1.9M$1.6M-$257.5K2026-11-09
Hennion & Walsh Asset Management, Inc.
INCREASED14,84514,548+297+2%$1.7M$1.6M-$90.5K2026-10-13
Mechanics Bank Trust Department
DECREASED14,64114,959-318-2%$1.8M$1.6M-$160.9K2026-10-13
Cullen T Bankers, Inc.
INCREASED14,53814,003+535+4%$1.6M$1.6M-$60.0K2026-10-28
Camelot Technology Advisors, Inc.
INCREASED14,17513,803+372+3%$1.6M$1.5M-$76.1K2026-10-09
Harrell Investment Partners, LLC
INCREASED13,98513,891+94+1%$1.6M$1.5M-$107.0K2026-10-15
Narus Financial Partners, LLC
INCREASED13,89213,572+320+2%$1.6M$1.5M-$79.7K2026-10-19
Wulff, Hansen & Co.
INCREASED13,88613,700+186+1%$1.6M$1.5M-$95.4K2026-11-09
HBW Advisory Services LLC
INCREASED13,86413,848+16+0%$1.6M$1.5M-$115.2K2026-10-15
Bullock Wealth Management Group
INCREASED13,43813,167+271+2%$1.6M$1.5M-$92.0K2026-10-09
Delta Financial Advisors LLC
INCREASED13,12312,656+467+4%$1.5M$1.4M-$56.0K2026-10-27
Montecito Bank & Trust
DECREASED12,99713,027-300%$1.5M$1.4M-$113.2K2026-10-01
Jacobi Capital Management LLC
DECREASED12,98313,024-410%$1.5M$1.4M-$114.4K2026-11-05
Bessemer Group Inc
UNCHANGED12,98012,98000%$1.5M$1.4K-$1.5M2026-11-09
Nations Financial Group Inc,
INCREASED12,94012,934+6+0%$1.5M$1.4M-$108.5K2026-11-05
Bluedoor Private Wealth, LLC
UNCHANGED12,91012,91000%$1.5M$1.4M-$109.0K2026-11-05
First Business Financial Services, Inc.
UNCHANGED12,90212,90200%$1.5M$1.4M-$108.9K2026-10-29
Purus Wealth Management, LLC
INCREASED12,80312,622+181+1%$1.5M$1.4M-$86.8K2026-10-15
Kingstone Capital Partners Texas, LLC
DECREASED12,75213,230-478-4%$1.6M$1.4M-$163.7K2026-11-03
Magnus Financial Group LLC
INCREASED12,74612,728+18+0%$1.5M$1.4M-$105.5K2026-10-21
Atticus Wealth Management, LLC
DECREASED12,58512,612-270%$1.5M$1.4M-$109.4K2026-10-20
Providence First Trust Co
DECREASED12,52714,607-2,080-14%$1.7M$1.4M-$349.7K2026-11-02
Stackstone Wealth, LLC
NEW12,508—+12,508——$1.4M—2026-10-19
Plimoth Trust Co LLC
DECREASED12,41912,603-184-1%$1.5M$1.4M-$126.4K2026-10-26
Bangor Savings Bank
INCREASED12,39611,693+703+6%$1.4M$1.3M-$22.2K2026-10-06
CWA Asset Management Group, LLC
UNCHANGED12,38212,38200%$1.5M$1.3M-$104.5K2026-10-19
Cornerstone Capital, Inc.
DECREASED12,36013,339-979-7%$1.6M$1.3M-$219.1K2026-11-10
Fulcrum Equity Management
DECREASED12,12313,229-1,106-8%$1.6M$1.3M-$232.1K2026-10-21
MKT Advisors LLC
DECREASED12,07912,501-422-3%$1.5M$1.3M-$118.1K2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED12,06812,903-835-6%$1.5M$1.3M-$199.8K2026-11-03
Kessler Investment Group, LLC
INCREASED11,9884,392+7,596+173%$515.1K$1.3M+$789.7K2026-10-08
Pines Wealth Management, LLC
INCREASED11,83811,220+618+6%$1.3M$1.3M-$27.4K2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED11,82312,330-507-4%$1.4M$1.3M-$115.7K2026-10-21
Clearstead Advisors, LLC
DECREASED11,78413,731-1,947-14%$1.6M$1.3M-$327.9K2026-11-06
Citizens Financial Group Inc
INCREASED11,76411,347+417+4%$1.3M$1.3M-$50.5K2026-10-23
Ledyard National Bank
DECREASED11,76213,019-1,257-10%$1.5M$1.3M-$246.7K2026-10-21
Shepherd Financial Partners LLC
INCREASED11,75811,757+1+0%$1.4M$1.3M-$99.1K2026-11-03
Kanawha Capital Management LLC
DECREASED11,75211,877-125-1%$1.4M$1.3M-$113.8K2026-10-19
Heartwood Wealth Advisors LLC
INCREASED11,7433,306+8,437+255%$387.7K$1.3M+$890.4K2026-10-05
Crestwood Advisors Group, LLC
DECREASED11,74111,761-200%$1.4M$1.3M-$101.4K2026-10-27
Cornerstone National Bank & Trust Co
INCREASED11,66611,493+173+2%$1.4M$1.3M-$87.8K2026-10-20
Baker Avenue Asset Management, LP
DECREASED11,66411,724-60-1%$1.4M$1.3M-$105.5K2026-11-06
Great Valley Advisor Group, Inc.
INCREASED11,46611,019+447+4%$1.3M$1.2M-$44.1K2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED11,36111,225+136+1%$1.3M$1.2M-$79.9K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED11,27912,080-801-7%$1.4M$1.2M-$189.1K2026-10-23
Allworth Financial LP
INCREASED11,17811,065+113+1%$1.3M$1.3M+$13.3K2026-11-06
Silver OAK Securities, Incorporated
DECREASED11,15717,305-6,148-36%$2.0M$1.3M-$717.8K2026-11-09
Quadcap Wealth Management, LLC
DECREASED10,96811,445-477-4%$1.3M$1.2M-$148.5K2026-11-02
Sapient Capital LLC
INCREASED10,85210,542+310+3%$1.2M$1.2M-$55.2K2026-10-08
Country Trust Bank
INCREASED10,7739,656+1,117+12%$1.1M$1.2M+$40.1K2026-10-30
Avior Wealth Management, LLC
DECREASED10,75512,348-1,593-13%$1.4M$1.2M-$277.6K2026-10-13
C2c Wealth Management, LLC
DECREASED10,53810,896-358-3%$1.3M$1.1M-$130.9K2026-10-20
Institute for Wealth Management, Llc.
INCREASED10,41110,410+1+0%$1.2M$1.1M-$87.8K2026-11-06
St. Johns Investment Management Company, LLC
DECREASED10,39810,497-99-1%$1.2M$1.1M-$99.4K2026-10-30
Csenge Advisory Group
DECREASED10,32839,265-28,937-74%$4.6M$1.1M-$3.5M2026-11-04
Strategic Blueprint, LLC
INCREASED10,1618,163+1,998+24%$957.4K$1.1M+$148.6K2026-10-22
Acorn Financial Advisory Services Inc
DECREASED10,16010,401-241-2%$1.2M$1.1M-$113.9K2026-11-02
Sherman Asset Management, Inc.
DECREASED10,15514,287-4,132-29%$1.7M$1.1M-$570.3K2026-11-05
R2 Capital Strategies, LLC
INCREASED10,1098,165+1,944+24%$957.6K$1.1M+$142.7K2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED9,97956,018-46,039-82%$6.6M$1.1M-$5.5M2026-10-16
James Investment Research, Inc.
DECREASED9,90610,606-700-7%$1.2M$1.1M-$165.7K2026-10-22
Wealthfront Advisers LLC
INCREASED9,8539,269+584+6%$1.1M$1.1M-$14.7K2026-11-09
Alpha Wealth Funds, LLC
INCREASED9,7456,713+3,032+45%$787.3K$1.2M+$460.1K2026-11-05
Golden State Wealth Management, LLC
DECREASED9,7069,741-350%$1.1M$1.1M-$86.0K2026-11-02
Bailard, Inc.
DECREASED9,68010,172-492-5%$1.2M$1.1M-$139.3K2026-10-13
OAK Family Advisors, LLC
DECREASED9,6509,652-20%$1.1M$1.1M-$81.7K2026-10-19
Agate Pass Investment Management, LLC
DECREASED9,57710,547-970-9%$1.2M$1.0M-$194.6K2026-10-20
TritonPoint Partners, LLC
DECREASED9,54828,654-19,106-67%$3.4M$1.0M-$2.3M2026-11-05
Smith Salley Wealth Management
DECREASED9,3249,366-420%$1.1M$1.0M-$83.6K2026-11-03
RCW Management, LLC
DECREASED9,3159,498-183-2%$1.1M$1.0M-$100.1K2026-10-30
Rockland Trust Co
DECREASED9,29722,486-13,189-59%$2.6M$1.0M-$1.6M2026-10-05
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED9,2609,26000%$1.1M$1.0M-$78.2K2026-11-09
Vilga Financial Planning LLC
INCREASED9,2529,038+214+2%$1.1M$1.0M-$53.0K2026-10-09
Argent Trust Co
DECREASED9,2169,289-73-1%$1.1M$1.0M-$86.3K2026-11-09
DSG Capital Advisors, LLC
UNCHANGED9,2169,21600%$1.1M$1.0M-$65.1K2026-11-05
Axxcess Wealth Management, LLC
DECREASED9,02745,415-36,388-80%$5.3M$982.5K-$4.3M2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED8,9648,96400%$1.1M$975.6K-$75.7K2026-10-16
Integrity Alliance, Llc.
INCREASED8,9228,877+45+1%$1.0M$971.1K-$70.0K2026-10-29
Ascentis Independent Advisors
NEW8,920—+8,920——$971.5K—2026-11-03
Level Four Advisory Services, LLC
INCREASED8,8528,444+408+5%$990.4K$963.5K-$26.8K2026-11-06
Legacy Private Trust Co.
INCREASED8,8226,737+2,085+31%$790.1K$960.2K+$170.1K2026-10-06
Sagespring Wealth Partners, LLC
INCREASED8,8183,309+5,509+166%$388.1K$959.8K+$571.7K2026-10-22
Toews Corp
UNCHANGED8,7008,70000%$1.0M$946.9K-$73.4K2026-11-09
E&G Advisors, LLC
DECREASED8,6858,745-60-1%$1.0M$945.2K-$80.3K2026-10-13
Journey Advisory Group, LLC
UNCHANGED8,6248,62400%$1.0M$938.6K-$72.8K2026-11-04
City Holding Co
DECREASED8,6018,961-360-4%$1.1M$936.1K-$114.8K2026-10-19
Rockingstone Advisors LLC
INCREASED8,5188,178+340+4%$959.1K$927.1K-$32.0K2026-10-16
Nixon Peabody Trust Co
UNCHANGED8,4698,46900%$993.2K$921.8K-$71.5K2026-10-23
Harbor Investment Advisory, LLC
DECREASED8,3828,581-199-2%$1.0M$912.3K-$94.1K2026-10-13
Partners Wealth Management, LLC
INCREASED8,3286,372+1,956+31%$747.4K$906.4K+$159.1K2026-10-28
Beacon Financial Advisory LLC
DECREASED8,3089,343-1,035-11%$1.1M$904.3K-$191.5K2026-10-16
Perigon Wealth Management, LLC
INCREASED8,2748,202+72+1%$961.9K$900.6K-$61.3K2026-10-22
Univest Financial Corp
DECREASED8,2519,377-1,126-12%$1.1M$898.0K-$201.8K2026-11-05
Occidental Asset Management, LLC
DECREASED8,2499,229-980-11%$1.1M$897.8K-$184.6K2026-11-05
Belpointe Asset Management LLC
DECREASED8,2279,929-1,702-17%$1.2M$895.4K-$269.1K2026-11-09
Crew Capital Management, Ltd
DECREASED8,06024,194-16,134-67%$2.8M$877.3K-$2.0M2026-10-28
Williams Jones Wealth Management, Llc.
UNCHANGED8,0608,06000%$945.3K$877.3K-$68.0K2026-11-05
McAdam, LLC
INCREASED7,9447,772+172+2%$911.5K$864.6K-$46.9K2026-10-21
First Citizens Financial Corp
INCREASED7,7427,546+196+3%$885.0K$842.6K-$42.4K2026-10-02
Kagan Cocozza Asset Management
INCREASED7,7137,663+50+1%$898.7K$839.5K-$59.2K2026-10-19
Ayalon Insurance Comp Ltd.
UNCHANGED7,6357,63500%$895$831-$642026-10-08
Donaldson Capital Management, LLC
INCREASED7,6167,610+6+0%$892.5K$829.0K-$63.5K2026-11-09
Archford Capital Strategies, LLC
DECREASED7,5637,710-147-2%$904.2K$823.1K-$81.1K2026-10-19
Parallel Advisors, LLC
INCREASED7,5486,976+572+8%$818.2K$821.6K+$3.4K2026-11-03
Venture Visionary Partners LLC
INCREASED7,4987,411+87+1%$869.3K$816.1K-$53.2K2026-10-07
New Wave Wealth Advisors LLC
DECREASED7,2577,946-689-9%$931.9K$815.4K-$116.5K2026-10-19
Oxler Private Wealth LLC
DECREASED7,0397,086-47-1%$831.0K$766.1K-$65.0K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED7,0276,990+37+1%$819.8K$764.8K-$55.0K2026-11-02
Greenleaf Trust
DECREASED7,0247,044-200%$826.1K$764.5K-$61.6K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED7,0127,326-314-4%$859.2K$763.2K-$96.1K2026-10-26
McHugh Group, LLC
UNCHANGED6,9506,95000%$815.1K$756.4K-$58.7K2026-10-19
Integral Investment Advisors, Inc.
UNCHANGED6,9236,92300%$812.0K$753.5K-$58.4K2026-11-03
Nikulski Financial, Inc.
INCREASED6,8796,779+100+1%$795.0K$748.7K-$46.3K2026-11-06
Founders Financial Alliance, LLC
UNCHANGED6,7846,78400%$795.6K$738.4K-$57.2K2026-11-10
KDK Private Wealth Management, LLC
UNCHANGED6,7136,71300%$787.3K$730.6K-$56.7K2026-11-03
YHB Investment Advisors, Inc.
NEW6,667—+6,667——$725.6K—2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED6,6626,66200%$781.3K$725.1K-$56.2K2026-10-27
City Center Advisors, LLC
DECREASED6,55711,699-5,142-44%$1.4M$713.7K-$658.4K2026-10-08
Exchange Traded Concepts, LLC
INCREASED6,4984,959+1,539+31%$581.6K$707.2K+$125.7K2026-10-28
Westside Investment Management, Inc.
DECREASED6,4926,528-36-1%$765.7K$708.5K-$57.2K2026-11-02
Nuveen, LLC
INCREASED6,3014,301+2,000+47%$504.4K$687.7K+$183.3K2026-11-10
Fjell Capital, LLC
INCREASED6,2766,165+111+2%$723.1K$683.1K-$39.9K2026-10-13
Fenimore Asset Management Inc
UNCHANGED6,2766,27600%$736.0K$683.1K-$53.0K2026-10-08
First National Trust Co
INCREASED6,2165,742+474+8%$673.4K$676.5K+$3.1K2026-10-28
Contravisory Investment Management, Inc.
INCREASED6,1555,913+242+4%$693.5K$669.9K-$23.6K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED6,0304,616+1,414+31%$541.4K$656.3K+$115.0K2026-10-21
China Universal Asset Management Co., Ltd.
UNCHANGED6,0306,03000%$707.2K$658.2K-$49.0K2026-10-28
Freestone Capital Holdings, LLC
UNCHANGED6,0106,01000%$704.9K$654.1K-$50.7K2026-11-09
GC Wealth Management RIA, LLC
DECREASED5,9936,137-144-2%$719.7K$652.3K-$67.5K2026-11-02
Central Trust Co
DECREASED5,9916,081-90-1%$713.2K$652.1K-$61.1K2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED5,9841,384+4,600+332%$162.3K$651.3K+$489.0K2026-11-09
Ashton Thomas Securities, LLC
DECREASED5,9247,517-1,593-21%$875.4K$609.6K-$265.8K2026-10-26
Duncker Streett & Co Inc
INCREASED5,9065,307+599+11%$622.4K$642.8K+$20.4K2026-10-27
Fourpath Capital Management, LLC
DECREASED5,8877,089-1,202-17%$831.4K$640.7K-$190.6K2026-10-19
Koshinski Asset Management, Inc.
DECREASED5,8215,975-154-3%$700.8K$633.5K-$67.2K2026-10-29
M.E. Allison & Co., Inc.
INCREASED5,7945,793+1+0%$679.5K$630.6K-$48.8K2026-10-09
Lynch & Associates
DECREASED5,6465,668-220%$664.7K$614.5K-$50.2K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,6192,158+3,461+160%$253.1K$611.7K+$358.6K2026-10-14
Insight Advisors, LLC/ PA
DECREASED5,6186,018-400-7%$705.9K$611.4K-$94.5K2026-10-22
Arrow Financial Corp
UNCHANGED5,5995,59900%$656.7K$609.4K-$47.3K2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED5,5495,733-184-3%$672.4K$604.0K-$68.4K2026-11-04
Baldwin Wealth Partners LLC
UNCHANGED5,5405,54000%$649.7K$603.0K-$46.8K2026-10-13
Sage Capital Management, LLC
INCREASED5,5365,527+9+0%$648.4K$602.7K-$45.7K2026-10-20
Daymark Wealth Partners, LLC
INCREASED5,4193,537+1,882+53%$414.8K$589.8K+$175.0K2026-11-04
Councilmark Asset Management, LLC
UNCHANGED5,4005,40000%$633.3K$587.7K-$45.6K2026-10-20
Sovran Advisors, LLC
INCREASED5,3504,565+785+17%$513.5K$621.7K+$108.2K2026-11-02
Burns J W & Co Inc
DECREASED5,2105,215-50%$611.6K$567.1K-$44.6K2026-10-20
Legacy Capital Group California, Inc.
DECREASED5,1505,328-178-3%$624.9K$560.5K-$64.3K2026-11-09
Sigma Investment Counselors Inc
INCREASED5,1281,730+3,398+196%$202.9K$558.1K+$355.2K2026-10-27
Burford Brothers, Inc.
DECREASED5,1265,604-478-9%$657.2K$557.9K-$99.3K2026-10-21
Chicago Trust Co NA
DECREASED5,1085,714-606-11%$670.1K$556.0K-$114.2K2026-10-28
Tempus Wealth Planning, LLC
DECREASED5,1045,203-99-2%$610.2K$555.5K-$54.8K2026-10-14
Childress Capital Advisors, LLC
UNCHANGED5,0665,06600%$594.1K$551.4K-$42.8K2026-10-28
Worthington Financial Partners, LLC
INCREASED5,0635,041+22+0%$591.2K$551.1K-$40.2K2026-10-13
Russell Investments Group, Ltd.
INCREASED5,0434,932+111+2%$578.4K$548.8K-$29.6K2026-11-06
Capstone Wealth Management Group, Inc.
DECREASED5,0405,606-566-10%$657.5K$548.6K-$108.9K2026-10-19
Wedmont Private Capital
INCREASED4,9404,218+722+17%$494.5K$551.9K+$57.4K2026-10-09
Whitener Capital Management, Inc.
INCREASED4,9194,797+122+3%$562.6K$535.4K-$27.2K2026-10-15
Destiny Wealth Partners, LLC
UNCHANGED4,9044,90400%$569.3K$579.5K+$10.2K2026-11-05
MMA Asset Management LLC
DECREASED4,8255,132-307-6%$601.9K$525.2K-$76.7K2026-11-02
KPP Advisory Services LLC
DECREASED4,8024,979-177-4%$583.9K$522.6K-$61.3K2026-10-26
Essex Bank
UNCHANGED4,7984,79800%$562.7K$522.2K-$40.5K2026-10-16
Procyon Advisors, LLC
DECREASED4,6518,716-4,065-47%$1.0M$506.3K-$515.9K2026-10-21
Bridges Investment Management Inc
NEW4,639—+4,639——$504.9K—2026-11-10
MGO One Seven LLC
DECREASED4,6376,078-1,441-24%$712.9K$504.7K-$208.1K2026-10-28
Thayer Partners, LLC / MA
INCREASED4,6314,489+142+3%$526.4K$504.0K-$22.4K2026-11-06
Delta Capital Management LLC
UNCHANGED4,6004,60000%$539$501-$382026-10-16
Fearless Solutions, LLC dba Best Invest
DECREASED4,5894,844-255-5%$568.1K$499.5K-$68.6K2026-10-14
tru Independence LLC
INCREASED4,5594,554+5+0%$534.1K$496.2K-$37.9K2026-10-20
Allen Investment Management, LLC
UNCHANGED4,5564,55600%$534.3K$495.9K-$38.5K2026-11-03
NWF Advisory Services Inc.
DECREASED4,5164,593-77-2%$538.7K$491.6K-$47.1K2026-10-19
Blue Trust, Inc.
INCREASED4,4592,804+1,655+59%$328.9K$485.3K+$156.4K2026-10-15
Chilton Capital Management LLC
UNCHANGED4,4564,45600%$522.6K$485.0K-$37.6K2026-10-28
Moors & Cabot, Inc.
DECREASED4,4504,484-34-1%$525.9K$484.3K-$41.6K2026-11-06
Signature Wealth Management Partners, LLC
UNCHANGED4,4464,44600%$521.4K$483.9K-$37.5K2026-10-21
BIP Wealth, LLC
DECREASED4,3884,618-230-5%$541.6K$477.6K-$64.1K2026-10-22
Money Concepts Capital Corp
DECREASED4,3589,823-5,465-56%$1.2M$474.4K-$677.7K2026-11-06
First Citizens Bank & Trust Co
DECREASED4,3545,589-1,235-22%$655.5K$473.9K-$181.6K2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED4,3544,35400%$510.6K$473.9K-$36.7K2026-10-15
Kathmere Capital Management, LLC
INCREASED4,3054,198+107+3%$492.3K$468.5K-$23.8K2026-10-20
Thompson Davis & Co., Inc.
DECREASED4,3034,327-24-1%$507.5K$468.3K-$39.1K2026-11-05
Great Lakes Advisors, LLC
NEW4,302—+4,302——$468.3K—2026-11-06
Chemistry Wealth Management LLC
UNCHANGED4,3024,30200%$504.5K$468.2K-$36.3K2026-10-16
Uhlmann Price Securities, LLC
NEW4,298—+4,298——$467.8K—2026-11-03
Kwmg, LLC
DECREASED4,1464,248-102-2%$498.2K$451.3K-$47.0K2026-10-07
Financial Consulate, Inc
DECREASED4,1394,259-120-3%$499.5K$450.5K-$49.0K2026-10-23
Indiana Trust & Investment Management Co
INCREASED4,125500+3,625+725%$58.6K$449.0K+$390.3K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED4,0944,09400%$480.1K$445.6K-$34.6K2026-10-29
HF Advisory Group, LLC
INCREASED4,0613,614+447+12%$423.9K$442.0K+$18.2K2026-10-09
Flywheel Private Wealth LLC
INCREASED4,0483,506+542+15%$411.2K$440.6K+$29.4K2026-11-02
Everett Harris & Co
UNCHANGED4,0324,03200%$472.9K$438.8K-$34.0K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,0303,841+189+5%$450.5K$438.6K-$11.9K2026-10-27
King Luther Capital Management Corp
UNCHANGED4,0014,00100%$469.2K$435.5K-$33.8K2026-11-05
Geneos Wealth Management Inc.
INCREASED3,9843,983+1+0%$467.1K$433.6K-$33.5K2026-11-09
Mullooly Asset Management, Inc.
INCREASED3,9813,975+6+0%$466.0K$433.4K-$32.6K2026-10-30
HUB Investment Partners, LLC
DECREASED3,9664,008-42-1%$470.0K$431.6K-$38.4K2026-11-03
Lotus Asset Management LLC
UNCHANGED3,9653,96500%$465.0K$431.6K-$33.5K2026-10-14
Angeles Wealth Management, LLC
INCREASED3,9523,903+49+1%$457.7K$430.1K-$27.6K2026-10-26
Regent Peak Wealth Advisors LLC
UNCHANGED3,9463,94600%$462.8K$429.5K-$33.3K2026-10-13
Sage Capital Advisors,llc
UNCHANGED3,9373,93700%$461.7K$428.5K-$33.2K2026-10-13
EPG Wealth Management LLC
INCREASED3,9363,928+8+0%$460.6K$428.4K-$32.2K2026-11-03
Ranch Capital Advisors Inc.
INCREASED3,9323,892+40+1%$456.4K$428.0K-$28.4K2026-11-09
Eagle Strategies LLC
INCREASED3,9043,859+45+1%$452.6K$424.9K-$27.7K2026-10-16
Wealth Enhancement Trust Services, Inc.
UNCHANGED3,8963,89600%$456.9K$424.0K-$32.9K2026-10-07
Noesis Capital Mangement Corp
UNCHANGED3,8883,88800%$456.0K$423.2K-$32.8K2026-10-26
Astra Wealth Partners LLC
DECREASED3,8634,653-790-17%$545.7K$420.5K-$125.2K2026-11-06
Jm2 Capital Inc.
INCREASED3,8633,827+36+1%$448.9K$420.4K-$28.5K2026-10-14
Private Trust Co NA
DECREASED3,8514,193-342-8%$491.8K$419.1K-$72.6K2026-10-20
CX Institutional
INCREASED3,8412,948+893+30%$346$418+$722026-10-02
Apollon Wealth Management, LLC
INCREASED3,8182,705+1,113+41%$317.2K$415.6K+$98.3K2026-10-23
VestGen Advisors, LLC
DECREASED3,7955,029-1,234-25%$589.8K$413.1K-$176.7K2026-10-27
Signature Equity Partners, LLC
DECREASED3,7823,925-143-4%$460.4K$411.7K-$48.7K2026-10-29
Lake Street Private Wealth, LLC
DECREASED3,7784,069-291-7%$477.2K$411.2K-$66.0K2026-10-22
Trust Point Inc.
UNCHANGED3,7403,74000%$438.6K$407.1K-$31.6K2026-10-27
Arista Wealth Management, LLC
UNCHANGED3,7403,74000%$438.6K$407.1K-$31.6K2026-10-29
Tiller Private Wealth, Inc.
DECREASED3,7333,976-243-6%$466.3K$406.3K-$60.0K2026-10-26
Eastern Bank
DECREASED3,6893,792-103-3%$444.7K$401.5K-$43.2K2026-10-05
Wealth Quarterback LLC
DECREASED3,6783,688-100%$432.6K$400.4K-$32.2K2026-10-20
Nadler Financial Group, Inc.
DECREASED3,6714,131-460-11%$484.5K$399.6K-$84.9K2026-10-23
Wealthstar Advisors, LLC
INCREASED3,6583,655+3+0%$428.6K$398.2K-$30.4K2026-10-19
Hopwood Financial Services, Inc.
UNCHANGED3,6533,65300%$428.4K$397.6K-$30.8K2026-10-29
Miramontes Capital, LLC
INCREASED3,6043,603+1+0%$422.6K$392.3K-$30.3K2026-10-19
University of Texas S AM Investment Management Co
INCREASED3,6032,955+648+22%$346.6K$392.2K+$45.6K2026-11-03
Elevatus Welath Management
INCREASED3,6013,594+7+0%$421.6K$392.0K-$29.6K2026-10-19
Dynamic Wealth Strategies, LLC
UNCHANGED3,6003,60000%$422.2K$391.8K-$30.4K2026-10-16
Fagan Associates, Inc.
DECREASED3,5953,695-100-3%$433.4K$391.3K-$42.1K2026-10-13
LVM Capital Management LTD
UNCHANGED3,5943,59400%$422$391.2K+$390.7K2026-10-20
Ritholtz Wealth Management
INCREASED3,5473,310+237+7%$388.2K$386.0K-$2.2K2026-11-05
Certuity, LLC
NEW3,542—+3,542——$385.5K—2026-11-02
Brighton Jones LLC
DECREASED3,5343,751-217-6%$440.0K$384.6K-$55.3K2026-11-03
Bayban
UNCHANGED3,5243,52400%$413.3K$413.3K$02026-11-05
SeaCrest Wealth Management, LLC
UNCHANGED3,5233,52300%$413.2K$383.5K-$29.7K2026-10-21
Huntleigh Advisors, Inc.
INCREASED3,5003,499+1+0%$410.3K$380.9K-$29.4K2026-11-03
Capital Square, LLC
INCREASED3,4853,210+275+9%$376.4K$379.3K+$2.9K2026-10-19
AdvisorNet Financial, Inc
INCREASED3,4813,309+172+5%$388.1K$388.1K+$102026-10-15
Modera Wealth Management, LLC
INCREASED3,4612,606+855+33%$305.6K$376.7K+$71.1K2026-10-28
Jnba Financial Advisors
UNCHANGED3,4463,44600%$404.1K$375.1K-$29.1K2026-11-03
SkyOak Wealth, LLC
UNCHANGED3,3983,39800%$398.5K$369.8K-$28.7K2026-10-28
CrossGen Wealth, LLC
INCREASED3,3883,385+3+0%$397.0K$368.8K-$28.2K2026-10-30
Bensler, LLC
UNCHANGED3,3653,36500%$394.6K$366.2K-$28.4K2026-11-05
Clear Retirement Advice LLC
UNCHANGED3,3523,35200%$393.1K$364.8K-$28.3K2026-10-22
San Luis Wealth Advisors LLC
INCREASED3,3463,342+4+0%$391.9K$364.2K-$27.8K2026-10-27
Joseph P. Lucia & Associates, LLC
DECREASED3,3163,321-50%$389.5K$360.9K-$28.6K2026-10-30
Conservest Capital Advisors, Inc.
DECREASED3,3064,076-770-19%$478.1K$359.9K-$118.2K2026-11-09
TAGStone Capital, Inc.
DECREASED3,3063,430-124-4%$402.3K$359.8K-$42.4K2026-11-09
Beaumont Financial Advisors, LLC
UNCHANGED3,2903,29000%$385.9K$358.1K-$27.8K2026-10-22
Legacy Financial Strategies, LLC
UNCHANGED3,2863,28600%$385.4K$357.6K-$27.7K2026-10-15
Avantax Planning Partners, Inc.
INCREASED3,2672,906+361+12%$340.8K$355.6K+$14.8K2026-11-03
LVW Advisors, LLC
UNCHANGED3,2163,21600%$377.2K$350.0K-$27.1K2026-10-19
Mattern Wealth Management LLC
UNCHANGED3,2103,21000%$376.5K$349.4K-$27.1K2026-11-04
Chicago Partners Investment Group LLC
INCREASED3,2022,600+602+23%$282.8K$362.1K+$79.4K2026-10-27
Bokf, NA
UNCHANGED3,2023,20200%$375.5K$348.5K-$27.0K2026-10-27
Autumn Glory Partners, LLC
DECREASED3,1993,707-508-14%$434.7K$348.2K-$86.6K2026-10-26
Visionary Wealth Advisors
DECREASED3,1953,249-54-2%$381.0K$347.7K-$33.3K2026-11-04
Advisory Solutions Group, LLC
DECREASED3,1857,288-4,103-56%$854.8K$346.6K-$508.1K2026-10-14
Joel Isaacson & Co., LLC
DECREASED3,1823,549-367-10%$416.2K$346.3K-$69.9K2026-11-05
Penobscot Wealth Management
INCREASED3,1742,931+243+8%$343.7K$345.4K+$1.7K2026-10-21
Schear Investment Advisers, LLC
NEW3,168—+3,168——$344.8K—2026-10-14
Tempo Wealth, LLC
INCREASED3,1683,165+3+0%$371.2K$344.8K-$26.3K2026-10-14
1900 Wealth Management LLC
DECREASED3,1593,583-424-12%$420.2K$343.9K-$76.4K2026-10-13
Thoroughbred Financial Services, LLC
DECREASED3,1473,150-30%$369.0K$342-$368.7K2026-11-09
Halbert Hargrove Global Advisors, LLC
DECREASED3,1413,276-135-4%$384.3K$341.9K-$42.4K2026-10-16
International Assets Investment Management, LLC
DECREASED3,1383,923-785-20%$462.9K$341.5K-$121.4K2026-11-02
Vontobel Holding Ltd.
INCREASED3,1322,690+442+16%$315.5K$340.9K+$25.4K2026-10-16
Fifth Third Wealth Advisors LLC
DECREASED3,1213,154-33-1%$369.9K$339.7K-$30.2K2026-10-22
Lanark Financial, Inc.
INCREASED3,1121,951+1,161+60%$228.9K$338.7K+$109.8K2026-10-26
Swmg, LLC
INCREASED3,0883,076+12+0%$356.5K$355.2K-$1.4K2026-10-23
Fiduciary Alliance LLC
DECREASED3,0765,282-2,206-42%$619.5K$334.8K-$284.7K2026-10-13
BridgePort Financial Solutions, LLC
NEW3,070—+3,070——$334.1K—2026-11-02
Coldstream Capital Management Inc
DECREASED3,0684,152-1,084-26%$487.0K$333.9K-$153.0K2026-11-09
May Hill Capital, LLC
INCREASED3,0392,569+470+18%$301.3K$330.8K+$29.5K2026-11-03
Macro Advisors, Inc.
DECREASED3,0074,588-1,581-34%$538.0K$327.3K-$210.7K2026-11-09
Sharkey, Howes & Javer
UNCHANGED3,0043,00400%$352.3K$327.0K-$25.4K2026-10-22
Straight Path Wealth Management
INCREASED2,9772,835+142+5%$332.5K$324.1K-$8.5K2026-10-23
MPS Loria Financial Planners, LLC
INCREASED2,9672,962+5+0%$347.4K$322.9K-$24.5K2026-10-14
Luts & Greenleigh Group, Inc.
INCREASED2,9522,862+90+3%$335.7K$321.3K-$14.4K2026-11-05
PCG Asset Management, LLC
DECREASED2,95033,468-30,518-91%$3.9M$321.1K-$3.6M2026-11-05
Cannon Advisors, Inc.
DECREASED2,94243,116-40,174-93%$5.0M$330.6K-$4.7M2026-10-14
First United Bank & Trust
DECREASED2,9233,008-85-3%$352.8K$318.1K-$34.6K2026-10-22
Aries Wealth Management
UNCHANGED2,9052,90500%$340.7K$316.2K-$24.5K2026-10-23
United Advisor Group, LLC
DECREASED2,8882,901-130%$340.2K$314.3K-$25.9K2026-11-03
Balance Wealth Partners LLC
DECREASED2,8813,083-202-7%$361.6K$313.6K-$48.0K2026-10-27
Welch Group, LLC
NEW2,862—+2,862——$311.5K—2026-10-29
Leeward Financial Partners, LLC
UNCHANGED2,8582,85800%$335.2K$311.1K-$24.1K2026-10-23
Florida Financial Advisors, LLC
INCREASED2,8532,471+382+15%$289.9K$310.5K+$20.6K2026-11-09
Goelzer Investment Management, Inc.
DECREASED2,8223,049-227-7%$357.6K$307.1K-$50.4K2026-10-16
Naples Global Advisors, LLC
DECREASED2,8122,870-58-2%$336.6K$306.1K-$30.5K2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED2,8063,044-238-8%$357.0K$305.4K-$51.6K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED2,7752,949-174-6%$345.8K$302.0K-$43.8K2026-10-09
Omnitrust Wealth Management, Inc
NEW2,750—+2,750——$299.3K—2026-11-02
Horizon Wealth Management, LLC
UNCHANGED2,7302,73000%$320.2K$297.1K-$23.0K2026-11-02
HBK Sorce Advisory LLC
DECREASED2,6922,731-39-1%$324.0K$316.7K-$7.3K2026-11-06
Mission Wealth Management, LP
DECREASED2,6714,564-1,893-41%$535.2K$290.7K-$244.5K2026-10-15
Community Bank, N.A.
DECREASED2,6703,050-380-12%$357.7K$290.6K-$67.1K2026-11-06
Axiom Investment Management LLC
UNCHANGED2,6692,66900%$313.1K$290.5K-$22.5K2026-11-03
Rossby Financial, LCC
INCREASED2,6672,078+589+28%$240.4K$290.3K+$49.9K2026-11-05
Midwest Financial Group LLC
INCREASED2,6662,660+6+0%$312.0K$290.1K-$21.9K2026-10-15
Cypress Wealth Services, LLC
UNCHANGED2,6642,66400%$312.4K$297.6K-$14.8K2026-10-21
Fortis Group Advisors, LLC
DECREASED2,6592,850-191-7%$334.2K$306.1K-$28.1K2026-11-06
Northbridge Financial Group, LLC
INCREASED2,6572,635+22+1%$309.0K$296.8K-$12.2K2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED2,6522,592+60+2%$300.4K$303.5K+$3.1K2026-10-21
Midland Wealth Advisors, LLC
UNCHANGED2,6502,65000%$310.8K$288.4K-$22.4K2026-10-26
River Wealth Advisors LLC
DECREASED2,6482,728-80-3%$319.9K$288.2K-$31.7K2026-11-09
James J. Burns & Company, LLC
UNCHANGED2,6162,61600%$306.8K$284.8K-$22.1K2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED2,6103,057-447-15%$358.5K$284.1K-$74.4K2026-10-16
Private Wealth Partners, LLC
UNCHANGED2,6062,60600%$305.6K$283.6K-$22.0K2026-10-22
SMI Advisory Services, LLC
DECREASED2,6033,109-506-16%$366.9K$293.7K-$73.2K2026-10-13
Stillwater Wealth Management Group
UNCHANGED2,6002,60000%$304.9K$283.0K-$21.9K2026-10-21
LFA - Lugano Financial Advisors SA
UNCHANGED2,6002,60000%$304.9K$283.0K-$21.9K2026-11-03
BCS Wealth Management
DECREASED2,5883,102-514-17%$363.8K$281.7K-$82.1K2026-11-03
One Day In July LLC
INCREASED2,5712,565+6+0%$300.8K$279.8K-$21.0K2026-10-30
Compound Planning, Inc.
INCREASED2,5682,464+104+4%$289.0K$279.5K-$9.5K2026-11-09
Albion Financial Group
UNCHANGED2,5622,56200%$300.5K$278.8K-$21.6K2026-10-21
Elevated Capital Advisors, LLC
DECREASED2,5452,548-30%$298.8K$277.0K-$21.8K2026-11-04
SYM Financial Corp
DECREASED2,5422,615-73-3%$306.7K$276.7K-$30.0K2026-10-26
Balboa Wealth Partners
DECREASED2,5402,716-176-6%$318.5K$276.5K-$42.0K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED2,5242,840-316-11%$333.1K$274.7K-$58.4K2026-10-13
Innova Wealth Partners
DECREASED2,5202,934-414-14%$344.1K$274.3K-$69.8K2026-10-21
Altura Wealth Advisors Inc.
NEW2,505—+2,505——$272.6K—2026-10-22
Parisi Gray Wealth Management
INCREASED2,4952,490+5+0%$292.0K$271.6K-$20.4K2026-10-16
Gamma Investing LLC
INCREASED2,4732,375+98+4%$278.5K$269.2K-$9.4K2026-10-08
Patriot Financial Group Insurance Agency, LLC
UNCHANGED2,4682,46800%$289.4K$268.6K-$20.8K2026-10-14
Moss Adams Wealth Advisors LLC
UNCHANGED2,4602,46000%$288.5K$267.7K-$20.8K2026-10-28
Olistico Wealth, LLC
INCREASED2,4232,399+24+1%$281.3K$263.7K-$17.6K2026-10-05
Hurlow Wealth Management Group, Inc.
UNCHANGED2,4162,41600%$283.3K$263.0K-$20.4K2026-10-29
Howland Capital Management LLC
INCREASED2,4131,847+566+31%$216.6K$262.6K+$46.0K2026-10-22
Wealthgarden F.S. LLC
DECREASED2,4093,770-1,361-36%$442.2K$262.2K-$180.0K2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED2,4002,40000%$281.5K$261.2K-$20.3K2026-10-21
Lodestone Wealth Management LLC
INCREASED2,3962,128+268+13%$249.6K$260.8K+$11.3K2026-10-14
Greenwood Gearhart LLC
NEW2,393—+2,393——$260.5K—2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED2,3922,402-100%$281.7K$260.4K-$21.4K2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED2,3902,275+115+5%$266.8K$260.1K-$6.7K2026-11-03
Stanich Group LLC
UNCHANGED2,3862,38600%$279.8K$259.7K-$20.1K2026-10-16
Wealth Architects, LLC
DECREASED2,3762,555-179-7%$299.7K$258.6K-$41.0K2026-11-03
Milestones Private Investment Advisors LLC
DECREASED2,3752,586-211-8%$303.3K$258.5K-$44.8K2026-10-19
Latitude Advisors, LLC
DECREASED2,3632,863-500-17%$335.8K$257.2K-$78.6K2026-10-27
Parsons Capital Management Inc
INCREASED2,3571,931+426+22%$226.5K$256.5K+$30.1K2026-10-28
Diligent Investors, LLC
DECREASED2,3542,554-200-8%$299.5K$256.2K-$43.3K2026-10-21
Moulton Wealth Management, Inc
DECREASED2,3542,375-21-1%$282.0K$256.2K-$25.8K2026-10-13
Norden Group LLC
UNCHANGED2,3532,35300%$276.0K$256.1K-$19.9K2026-10-20
CMH Wealth Management LLC
INCREASED2,3521,730+622+36%$202.9K$256.0K+$53.1K2026-10-22
Byrne Asset Management LLC
DECREASED2,3502,364-14-1%$277.3K$255.7K-$21.5K2026-10-06
Ironwood Financial, llc
DECREASED2,3422,518-176-7%$292.2K$254.9K-$37.3K2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED2,3342,292+42+2%$268.8K$254.0K-$14.8K2026-10-13
SS&H Financial Advisors, Inc.
UNCHANGED2,3342,33400%$274.0K$254-$273.7K2026-10-28
Optas, LLC
DECREASED2,3125,044-2,732-54%$591.6K$251.6K-$339.9K2026-11-09
Titleist Asset Management, LLC
DECREASED2,2983,048-750-25%$357.5K$250.2K-$107.3K2026-10-08
Creative Financial Designs Inc
DECREASED2,2834,840-2,557-53%$567.6K$248.5K-$319.1K2026-11-04
Fulton Bank, N.A.
UNCHANGED2,2702,27000%$266.2K$247.1K-$19.2K2026-10-14
PDS Planning, Inc
NEW2,269—+2,269——$247.0K—2026-11-03
Acorn Creek Capital LLC
DECREASED2,2682,331-63-3%$273.3K$246.8K-$26.5K2026-11-05
Rare Wolf Capital LLC
UNCHANGED2,2652,26500%$265.6K$246.5K-$19.1K2026-10-20
Cullen Capital Management, LLC
DECREASED2,2589,833-7,575-77%$1.2M$245.8K-$907.5K2026-11-10
Semitam Bonam LLC
INCREASED2,2551,737+518+30%$203.7K$245.4K+$41.7K2026-10-27
BAM Wealth Management, LLC
NEW2,246—+2,246——$244.5K—2026-10-15
Triad Wealth Partners, LLC
NEW2,235—+2,235——$243.3K—2026-10-26
180 Wealth Advisors, LLC
INCREASED2,2241,995+229+11%$234.0K$242.1K+$8.1K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED2,2083,162-954-30%$370.8K$240.3K-$130.5K2026-10-26
Gradient Investments LLC
INCREASED2,2011,896+305+16%$222.4K$239.6K+$17.2K2026-10-08
Bison Wealth, LLC
DECREASED2,1953,850-1,655-43%$454.3K$246.4K-$207.9K2026-10-13
Trust Co of Vermont
UNCHANGED2,1802,18000%$255.7K$237.3K-$18.4K2026-10-21
SJS Investment Consulting Inc.
DECREASED2,1762,292-116-5%$268.8K$236.8K-$32.0K2026-10-26
Victory Financial Group, LLC
DECREASED2,1733,077-904-29%$360.9K$236.5K-$124.4K2026-10-27
American National Bank & Trust
UNCHANGED2,1692,16900%$254.4K$236.1K-$18.3K2026-10-07
Asset Management One Co., Ltd.
DECREASED2,1682,378-210-9%$278.9K$236.0K-$42.9K2026-10-27
Sather Financial Group Inc
UNCHANGED2,1612,16100%$253.4K$235.2K-$18.2K2026-10-30
Sterling Investment Management, LLC
INCREASED2,1562,146+10+0%$251.7K$234.7K-$17.0K2026-10-16
Facet Wealth, Inc.
DECREASED2,1552,898-743-26%$339.9K$234.6K-$105.3K2026-11-04
Elco Management Co., LLC
UNCHANGED2,1502,15000%$252.2K$234.0K-$18.1K2026-10-14
Gryphon Financial Partners LLC
UNCHANGED2,1502,15000%$252.2K$234.0K-$18.1K2026-11-04
Kaizen Financial Strategies
INCREASED2,1492,147+2+0%$253.5K$233.9K-$19.6K2026-10-09
Crown Wealth Group, LLC
NEW2,148—+2,148——$233.8K—2026-10-19
Investment Planning Advisors, Inc.
NEW2,145—+2,145——$233.5K—2026-10-14
Briggs Wealth Management, Inc
UNCHANGED2,1402,14000%$251.0K$232.9K-$18.1K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED2,1342,132+2+0%$250.1K$232.3K-$17.8K2026-11-04
SteelPeak Wealth, LLC
DECREASED2,13399,008-96,875-98%$11.6M$232.1K-$11.4M2026-10-16
Key Client Fiduciary Advisors, LLC
INCREASED2,1272,125+2+0%$249.2K$231.5K-$17.7K2026-10-19
SouthState Bank Corp
UNCHANGED2,1142,11400%$247.9K$230.1K-$17.8K2026-11-09
Obermeyer Wealth Partners
INCREASED2,0802,000+80+4%$234.6K$226.4K-$8.2K2026-10-21
Compass Financial Management LLC
DECREASED2,0762,173-97-4%$255.8K$226.0K-$29.8K2026-10-30
Members Wealth LLC
DECREASED2,0742,088-14-1%$244.9K$230.9K-$13.9K2026-10-20
USA Financial Formulas
NEW2,072—+2,072——$225.5K—2026-10-16
Floyd Financial Group LLC
INCREASED2,0621,958+104+5%$226.9K$231.7K+$4.8K2026-10-28
Waldron Private Wealth LLC
UNCHANGED2,0542,05400%$240.9K$223.6K-$17.3K2026-11-02
Marco Investment Management LLC
UNCHANGED2,0502,05000%$240.4K$223.1K-$17.3K2026-11-09
Vaughan David Investments LLC
INCREASED2,0111,869+142+8%$219.0K$219-$218.8K2026-11-05
Earned Wealth Advisors, LLC
NEW2,010—+2,010——$218.8K—2026-11-06
Roan Capital Partners
UNCHANGED2,0012,00100%$234.7K$217.8K-$16.9K2026-10-09
Manchester Capital Management LLC
UNCHANGED2,0002,00000%$234.6K$217.7K-$16.9K2026-10-22
Caldwell Sutter Capital, Inc.
UNCHANGED1,9841,98400%$232.7K$215.9K-$16.7K2026-11-09
Promethium Advisors,llc
UNCHANGED1,9801,98000%$232.2K$215.5K-$16.7K2026-10-19
Archer Investment Corp
INCREASED1,9751,900+75+4%$222.8K$215.0K-$7.8K2026-11-05
Ascent Group, LLC
DECREASED1,9731,983-100%$232.6K$214.7K-$17.8K2026-10-30
TD Waterhouse Canada Inc.
INCREASED1,9691,766+203+11%$208.5K$214.3K+$5.8K2026-10-16
Gateway Investment Advisers LLC
NEW1,965—+1,965——$213.9K—2026-10-13
Portfolio Resources Advisor Group, Inc.
INCREASED1,9531,660+293+18%$194.7K$212.6K+$17.9K2026-10-20
RDA Financial Network
DECREASED1,9402,481-541-22%$291.0K$211.2K-$79.8K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED1,9392,910-971-33%$341.3K$211.1K-$130.2K2026-10-13
Vigilare Wealth Management
DECREASED1,9381,939-10%$227.4K$211.0K-$16.4K2026-10-29
Carret Asset Management, LLC
DECREASED1,9282,278-350-15%$267.2K$209.8K-$57.3K2026-11-04
Lodestar Private Asset Management LLC
DECREASED1,9281,943-15-1%$227.9K$209.8K-$18.0K2026-10-26
Avalon Capital Management
UNCHANGED1,9261,92600%$225.9K$209.6K-$16.3K2026-11-04
Wesbanco Bank Inc
DECREASED1,91713,117-11,200-85%$1.5M$208.6K-$1.3M2026-11-04
Castle Rock Wealth Management, LLC
INCREASED1,9161,898+18+1%$224.1K$214.1K-$10.0K2026-10-09
Annex Advisory Services, LLC
DECREASED1,9102,114-204-10%$247.9K$207.9K-$40.0K2026-10-16
Gallacher Capital Management LLC
DECREASED1,9043,428-1,524-44%$402.1K$207.2K-$194.9K2026-10-30
Acropolis Investment Management, LLC
DECREASED1,9002,127-227-11%$249.5K$206.8K-$42.7K2026-10-08
Valley Wealth Managers, Inc.
INCREASED1,8991,687+212+13%$197.9K$206.7K+$8.8K2026-10-09
Independence Bank of Kentucky
INCREASED1,8961,826+70+4%$214.2K$206.4K-$7.8K2026-10-26
Advisor OS, LLC
INCREASED1,8901,832+58+3%$214.8K$205.7K-$9.1K2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
DECREASED1,8741,954-80-4%$229.2K$204.0K-$25.2K2026-10-22
Concentrum Wealth Management
INCREASED1,8741,872+2+0%$219.6K$204.0K-$15.6K2026-11-09
Florida Trust Wealth Management Co
NEW1,872—+1,872——$203.7K—2026-11-05
Cranbrook Wealth Management, LLC
INCREASED1,8701,632+238+15%$191.3K$203.5K+$12.2K2026-10-28
Endeavor Private Wealth, Inc.
DECREASED1,8652,401-536-22%$281.6K$203.0K-$78.6K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED1,8641,86400%$173.0K$203-$172.8K2026-11-04
Concord Wealth Partners
DECREASED1,8592,665-806-30%$312.6K$202.3K-$110.2K2026-11-02
Waystone Advisors LLC
UNCHANGED1,8491,84900%$216.9K$216.9K$02026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED1,8441,84400%$216.3K$200.7K-$15.6K2026-11-06
Lakeshore Financial Planning, Inc.
INCREASED1,8411,840+1+0%$215.9K$200.4K-$15.5K2026-10-13
WealthCare Investment Partners, LLC
INCREASED1,8401,806+34+2%$211.7K$200.3K-$11.5K2026-11-05
Shulman DeMeo Asset Management LLC
INCREASED1,8211,817+4+0%$213.2K$201.1K-$12.0K2026-10-09
Peoples Financial Services Corp.
DECREASED1,8151,942-127-7%$227.8K$197.5K-$30.2K2026-10-20
FSM Wealth Advisors, LLC
UNCHANGED1,8141,81400%$212.7K$202.6K-$10.1K2026-10-27
JFS Wealth Advisors, LLC
INCREASED1,7841,778+6+0%$208.5K$194.2K-$14.4K2026-11-03
Caldwell Trust Co
UNCHANGED1,7841,78400%$209.2K$194.2K-$15.1K2026-10-30
Phillips Financial Management, LLC
UNCHANGED1,7781,77800%$208.5K$193.5K-$15.0K2026-10-19
SBI Securities Co., Ltd.
DECREASED1,6681,678-10-1%$196.8K$181.5K-$15.3K2026-10-22
UMB Bank, n.a.
INCREASED1,6231,318+305+23%$154.6K$176.6K+$22.1K2026-11-06
Flagship Wealth Advisors, LLC
DECREASED1,6161,816-200-11%$213.0K$175.9K-$37.1K2026-11-03
Mainstream Capital Management LLC
NEW1,584—+1,584——$172.4K—2026-10-23
Oakworth Capital, Inc.
DECREASED1,5841,701-117-7%$199.6K$172.4K-$27.2K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED1,5711,261+310+25%$147.8K$171.1K+$23.2K2026-10-30
Pension & Wealth Management Advisors, Inc.
DECREASED1,5702,670-1,100-41%$313.2K$171.0K-$142.3K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED1,4861,480+6+0%$173.6K$161.7K-$11.9K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED1,475330+1,145+347%$38.7K$160.5K+$121.8K2026-10-30
Nfsg Corp
UNCHANGED1,4371,43700%$168.5K$156.4K-$12.0K2026-10-15
Root Financial Partners, LLC
DECREASED1,3911,997-606-30%$234.2K$151.4K-$82.8K2026-10-21
Key FInancial Inc
UNCHANGED1,3161,31600%$154.3K$143.2K-$11.1K2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED1,2991,250+49+4%$146.6K$141.4K-$5.2K2026-11-04
Polaris Financial Partners
NEW1,249—+1,249——$136—2026-10-02
Davis Capital Management
UNCHANGED1,2301,23000%$144.3K$133.9K-$10.4K2026-10-08
Quaker Wealth Management, LLC
UNCHANGED1,2251,22500%$143.6K$133.3K-$10.3K2026-10-22
Three Bridge Wealth Advisors, LLC
NEW1,200—+1,200——$130.6K—2026-11-05
Heritage Family Offices, LLP
NEW1,170—+1,170——$127.3K—2026-11-02
Valley National Advisers Inc
UNCHANGED1,1601,16000%$136.0K$126.3K-$9.8K2026-10-23
Atlantic Private Wealth, LLC
UNCHANGED1,1501,15000%$134.9K$125.2K-$9.7K2026-11-09
Nemes Rush Group LLC
INCREASED1,1471,146+1+0%$134.4K$124.9K-$9.5K2026-11-04
Barrett & Company, Inc.
INCREASED1,1311,130+1+0%$132.6K$123.1K-$9.5K2026-10-22
Finley Financial, LLC
UNCHANGED1,0401,04000%$122.0K$113.2K-$8.8K2026-10-28
Nova Financial LLC
NEW1,022—+1,022——$111.2K—2026-11-04
Tsfg, LLC
DECREASED1,0142,642-1,628-62%$310.0K$110-$309.9K2026-10-23
Y.D. More Investments Ltd
DECREASED1,0001,760-760-43%$204.9K$108.0K-$96.9K2026-11-02
United Community Bank
UNCHANGED98098000%$114.9K$106.7K-$8.3K2026-10-28
Morse Asset Management, Inc
UNCHANGED90590500%$106.1K$98.5K-$7.6K2026-11-09
Beacon Investment Advisory Services, Inc.
UNCHANGED89689600%$105.1K$97.5K-$7.6K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED874864+10+1%$101.3K$95.1K-$6.2K2026-10-27
Farmers & Merchants Investments Inc
DECREASED872898-26-3%$105.3K$94.9K-$10.4K2026-10-22
Paladin Advisory Group, LLC
UNCHANGED86286200%$101.1K$93.8K-$7.3K2026-11-09
Avion Wealth
DECREASED8551,841-986-54%$215.0K$93-$214.9K2026-11-04
StrongBox Wealth, LLC
INCREASED829828+1+0%$97.2K$90.3K-$6.9K2026-11-02
Asset Dedication, LLC
UNCHANGED82882800%$97.1K$90.1K-$7.0K2026-11-03
Strive Financial Group,LLC
INCREASED782662+120+18%$77.6K$85.1K+$7.5K2026-11-09
Canton Hathaway, LLC
INCREASED778650+128+20%$76.2K$84.7K+$8.4K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED75475400%$88.4K$82.1K-$6.4K2026-11-03
Sage Mountain Advisors LLC
UNCHANGED74274200%$87.0K$80.8K-$6.3K2026-11-02
Downshift Financial, LLC
UNCHANGED74274200%$87.0K$80.8K-$6.3K2026-10-13
Wilkerson Advisory Group LLC
UNCHANGED73873800%$86.6K$80.3K-$6.2K2026-10-20
Brown, Lisle Ings, Inc.
INCREASED731712+19+3%$83.5K$79.6K-$3.9K2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED73173100%$85.7K$79.6K-$6.2K2026-10-05
First Bancorp, Inc
UNCHANGED72272200%$84.7K$78.6K-$6.1K2026-10-26
Union Savings Bank
DECREASED704747-43-6%$87.6K$76.6K-$11.0K2026-10-14
Pacific Center for Financial Services
UNCHANGED70470400%$82.6K$76.6K-$5.9K2026-10-15
Clayton Financial Group LLC
NEW675—+675——$73.5K—2026-10-13
Roble, Belko & Company, Inc
UNCHANGED64664600%$76.0K$70-$75.9K2026-11-09
Mather Group, Llc.
UNCHANGED63463400%$74.4K$69.0K-$5.4K2026-10-14
GoalVest Advisory LLC
UNCHANGED62862800%$73.7K$68.4K-$5.3K2026-10-02
Capital Advisors, Ltd. LLC
UNCHANGED61861800%$72$67-$52026-10-27
Align Financial, LLC
UNCHANGED61061000%$71.5K$66.4K-$5.1K2026-10-16
Biltmore Family Office, LLC
INCREASED603564+39+7%$66.1K$65.6K-$5152026-11-03
Mosley Wealth Management
INCREASED592591+1+0%$69.3K$67.1K-$2.2K2026-10-16
Triumph Capital Management
INCREASED591576+15+3%$67.6K$64.4K-$3.2K2026-10-14
TD Private Client Wealth LLC
INCREASED551518+33+6%$60.8K$60.0K-$7802026-10-28
Pittenger & Anderson Inc
DECREASED550600-50-8%$70.4K$59.9K-$10.5K2026-11-02
Pacifica Partners Inc.
UNCHANGED53253200%$62.3K$57.9K-$4.4K2026-10-09
Aventus Investment Advisors, Inc.
UNCHANGED52852800%$61.9K$57.5K-$4.5K2026-10-09
Rice Partnership, LLC
UNCHANGED52552500%$61.6K$57.1K-$4.4K2026-11-09
North Star Investment Management Corp.
UNCHANGED50450400%$59.1K$54.9K-$4.3K2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED497424+73+17%$49.7K$54.1K+$4.4K2026-10-15
William Mack & Associates, Inc.
NEW490—+490——$53.3K—2026-10-27
Winch Advisory Services, LLC
INCREASED476111+365+329%$13.0K$51.8K+$38.8K2026-11-06
Strengthening Families & Communities, LLC
INCREASED464463+1+0%$54.3K$50.5K-$3.8K2026-10-21
First Community Trust NA
UNCHANGED46046000%$53.9K$50.1K-$3.9K2026-10-07
Register Financial Advisors LLC
UNCHANGED46046000%$53.9K$50.1K-$3.9K2026-10-23
Lloyd Advisory Services, Llc.
INCREASED457406+51+13%$47.6K$49.7K+$2.1K2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED45245200%$53.0K$49.2K-$3.8K2026-10-15
Hantz Financial Services, Inc.
INCREASED449377+72+19%$44.0K$49-$44.0K2026-11-09
Washington Trust Advisors, Inc.
UNCHANGED44844800%$52.5K$48.8K-$3.8K2026-10-22
BankChampaign, National Association
UNCHANGED44644600%$52.3K$48.5K-$3.8K2026-10-19
Collier Financial
UNCHANGED44344300%$51.9K$48.2K-$3.7K2026-11-06
Adirondack Trust Co
INCREASED440274+166+61%$32.1K$47.9K+$15.8K2026-10-14
Townsend Asset Management Corp
INCREASED438383+55+14%$44.9K$47.7K+$2.8K2026-10-29
Armor Investment Advisors, LLC
DECREASED434466-32-7%$54.7K$47.2K-$7.4K2026-10-27
Coston, McIsaac & Partners
UNCHANGED42842800%$50.0K$46.7K-$3.3K2026-11-06
NBH Bank
UNCHANGED42542500%$49.8K$46.3K-$3.6K2026-11-05
Signaturefd, LLC
DECREASED421422-10%$49.5K$45.8K-$3.7K2026-10-23
Balentine LLC
UNCHANGED41641600%$48.8K$45.3K-$3.5K2026-11-03
West Branch Capital LLC
UNCHANGED41441400%$48.6K$45.1K-$3.5K2026-10-20
Investors Research Corp
UNCHANGED41241200%$48.3K$44.8K-$3.5K2026-10-07
Wagner Wealth Management, LLC
UNCHANGED40940900%$47.9K$44.6K-$3.4K2026-10-21
Old Second National Bank of Aurora
UNCHANGED40040000%$46.9K$43.5K-$3.4K2026-10-22
Capital Investment Counsel, Inc
UNCHANGED40040000%$46.9K$43.5K-$3.4K2026-10-20
Godfrey Financial Associates, Inc.
INCREASED388370+18+5%$43.4K$42.2K-$1.2K2026-11-10
RMG Wealth Management LLC
UNCHANGED38438400%$45.3K$44.2K-$1.1K2026-10-26
Fairscale Capital, LLC
UNCHANGED37637600%$44.1K$43.4K-$7142026-11-04
First Command Advisory Services, Inc.
DECREASED368382-14-4%$44.8K$40.1K-$4.7K2026-11-05
Private Wealth Management Group, LLC
INCREASED366166+200+120%$19.5K$39.9K+$20.4K2026-10-19
Montag A & Associates Inc
UNCHANGED35835800%$42.0K$39.0K-$3.0K2026-10-29
Gold Investment Management Ltd.
UNCHANGED35035000%$41.0K$38.1K-$2.9K2026-10-19
True Wealth Design, LLC
UNCHANGED33233200%$38.9K$36.1K-$2.8K2026-10-13
Capitol Family Office, Inc.
DECREASED33113,449-13,118-98%$1.6M$36.0K-$1.5M2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED33033000%$38.7K$35.9K-$2.8K2026-10-23
Fairway Wealth LLC
DECREASED329510-181-35%$59.8K$35.9K-$24.0K2026-10-30
N.E.W. Advisory Services LLC
UNCHANGED31031000%$36.4K$33.7K-$2.6K2026-11-09
Alpine Bank Wealth Management
NEW300—+300——$32.7K—2026-10-16
Horrell Capital Management, Inc.
UNCHANGED29429400%$34.5K$32.0K-$2.5K2026-10-08
Edgemoor Investment Advisors, Inc.
NEW288—+288——$31.3K—2026-11-03
Investment Research & Advisory Group, Inc.
INCREASED287286+1+0%$46.1K$44.2K-$1.9K2026-10-19
Roxbury Financial LLC
INCREASED278277+1+0%$32.5K$30.2K-$2.3K2026-10-01
Hanson & Doremus Investment Management
UNCHANGED27227200%$32.0K$30-$32.0K2026-10-16
Nvwm, LLC
DECREASED262430-168-39%$50.4K$28.5K-$21.9K2026-10-14
Union Bancaire Privee, UBP SA
DECREASED26026,620-26,360-99%$3.1M$25.0K-$3.1M2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED25025000%$29.3K$27.2K-$2.1K2026-10-20
Financial Perspectives, Inc
UNCHANGED24024000%$28.1K$26.1K-$2.0K2026-11-03
Birch Financial Group, LLC
NEW239—+239——$26.0K—2026-10-27
DecisionPoint Financial, LLC
INCREASED233202+31+15%$23.9K$25.4K+$1.5K2026-10-27
Costello Asset Management, Inc
UNCHANGED22822800%$26.7K$24.8K-$1.9K2026-10-30
Versant Capital Management, Inc
UNCHANGED21821800%$25.6K$23.7K-$1.8K2026-10-02
Birchwood Financial Partners, Inc.
NEW211—+211——$23.0K—2026-11-02
Steph & Co
UNCHANGED20820800%$24.4K$22.6K-$1.8K2026-10-07
High Point Wealth Management, LLC
INCREASED201200+1+1%$23.5K$21.8K-$1.6K2026-11-05
CKW Financial Group
UNCHANGED20020000%$24$22-$22026-10-29
MV Capital Management, Inc.
UNCHANGED20020000%$23.5K$21.8K-$1.7K2026-10-29
Community Financial Services Group, LLC
UNCHANGED20020000%$23.6K$21.8K-$1.9K2026-10-15
Tower View Wealth Management LLC
INCREASED197196+1+1%$23.0K$21.4K-$1.6K2026-10-23
Ascentis Wealth Management, LLC
INCREASED18862+126+203%$7.3K$20.5K+$13.2K2026-11-03
Burkett Financial Services, LLC
INCREASED182181+1+1%$21.3K$19.8K-$1.5K2026-10-01
Elevate Wealth Advisory, Inc
UNCHANGED18018000%$21.1K$19.6K-$1.5K2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED166167-1-1%$19.6K$18.1K-$1.5K2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW164—+164——$17.9K—2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED16016000%$18.8K$17.4K-$1.4K2026-10-30
Princeton Global Asset Management LLC
UNCHANGED14914900%$17.5K$16.2K-$1.3K2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED14414400%$16.9K$15.7K-$1.2K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED14414400%$16.9K$15.7K-$1.2K2026-10-20
Abound Wealth Management
INCREASED14094+46+49%$11.0K$15.2K+$4.2K2026-10-26
Elevation Wealth Partners, LLC
UNCHANGED14014000%$16.4K$15.2K-$1.2K2026-10-07
Richards, Merrill & Peterson, Inc.
UNCHANGED14014000%$16.4K$15.2K-$1.2K2026-10-19
High Note Wealth, LLC
UNCHANGED13613600%$16.0K$14.8K-$1.1K2026-10-27
Piscataqua Savings Bank
UNCHANGED13013000%$15.2K$14.1K-$1.1K2026-10-21
First Premier Bank
DECREASED119122-3-2%$14$13-$12026-10-13
CNB Bank
UNCHANGED11811800%$13.8K$12.8K-$9962026-11-09
Tompkins Financial Corp
UNCHANGED11111100%$13.0K$12.1K-$9372026-10-05
Vision Financial Markets LLC
DECREASED1109,610-9,500-99%$1.1M$12.0K-$1.1M2026-10-22
Mcdonald Partners LLC
UNCHANGED11011000%$12.9K$12.0K-$9292026-11-03
Signature Resources Capital Management, LLC
DECREASED103134-31-23%$15.7K$11.2K-$4.5K2026-10-16
Pioneer Family Office, LLC
INCREASED10185+16+19%$10.0K$11.0K+$1.0K2026-10-30
Friedenthal Financial
UNCHANGED10110100%$11.8K$11.0K-$8532026-10-27
Advocate Investing Services LLC
UNCHANGED10010000%$11.7K$10.9K-$8442026-10-26
Foresight Capital Management Advisors, Inc.
NEW94—+94——$10.2K—2026-10-27
Evermay Wealth Management LLC
UNCHANGED808000%$9.4K$8.7K-$6752026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED808000%$9.4K$8.7K-$6752026-10-15
Chung Wu Investment Group, LLC
UNCHANGED787800%$9.1K$8.5K-$6582026-11-03
Arvest Investments, Inc.
UNCHANGED707000%$8.2K$7.6K-$5912026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED686800%$8.0K$7.4K-$5742026-10-15
Eukles Asset Management
UNCHANGED545400%$6.3K$5.9K-$4562026-11-04
Bare Financial Services, Inc
NEW50—+50——$5.4K—2026-11-04
Tidemark, LLC
UNCHANGED505000%$5.9K$5.4K-$4222026-11-09
Team Financial Group, LLC
NEW48—+48——$5.2K—2026-10-30
Covestor Ltd
INCREASED4746+1+2%$5$5$02026-10-30
John Boyer, Inc.
NEW46—+46——$5.0K—2026-10-27
Philadelphia Investment Partners, LLC
UNCHANGED444400%$5.2K$4.8K-$4112026-11-09
TFC Financial Management, Inc.
NEW40—+40——$4.4K—2026-10-26
Wolff Wiese Magana LLC
DECREASED40120-80-67%$14.1K$4.4K-$9.7K2026-10-15
Advanced Asset Management Advisors Inc
UNCHANGED404000%$4.7K$4.4K-$3372026-10-20
Activest Wealth Management
UNCHANGED404000%$4.7K$4.4K-$3372026-10-15
Highland Investment Advisors LLC
UNCHANGED353500%$4.1K$3.8K-$2842026-11-09
Addison Advisors LLC
UNCHANGED343400%$4.0K$3.7K-$2872026-11-06
Weaver Capital Management LLC
INCREASED3024+6+25%$2.6K$3.3K+$6502026-10-15
Quent Capital, LLC
INCREASED282+26+1300%$235$3.3K+$3.1K2026-11-09
Mechanics Financial Corp
UNCHANGED272700%$3.2K$2.9K-$2282026-11-05
Tounjian Advisory Partners, LLC
NEW26—+26——$2.8K—2026-11-04
Rachor Investment Advisory Services, LLC
NEW25—+25——$2.7K—2026-10-29
Markowski Investments
UNCHANGED202000%$2.3K$2.2K-$1692026-10-30
Creative Capital Management Investments LLC
NEW16—+16——$1.7K—2026-10-28
PlanVest Financial, Inc
UNCHANGED161600%$1.9K$1.7K-$1352026-11-09
Gilpin Wealth Management, LLC
UNCHANGED141400%$1.6K$1.5K-$1182026-10-09
Silvant Capital Management LLC
NEW13—+13——$1.4K—2026-11-09
Evolution Wealth Management Inc.
DECREASED1226-14-54%$3.0K$1.3K-$1.7K2026-10-28
Ares Financial Consulting, LLC
UNCHANGED121200%$1.4K$1.3K-$982026-10-19
Go Invest LLC
UNCHANGED111100%$1.3K$1.2K-$492026-10-09
Daiwa Securities Group Inc.
DECREASED1020-10-50%$2.3K$1.1K-$1.3K2026-10-29
Thor Trading Advisors, LLC
CLOSED067,568-67,568-100%$7.9M$0-$7.9M2026-11-05
Squarepoint Ops LLC
CLOSED052,874-52,874-100%$6.2M$0-$6.2M2026-11-09
Simplex Trading, LLC
CLOSED052,381-52,381-100%$6.1M$0-$6.1M2026-11-04
Algorithmic Investment Models, LLC
CLOSED044,104-44,104-100%$5.2M$0-$5.2M2026-11-04
Innealta Capital, LLC
CLOSED040,524-40,524-100%$4.8M$0-$4.8M2026-11-02
Sage Advisory Services, Ltd.Co.
CLOSED025,997-25,997-100%$3.0M$0-$3.0M2026-10-29
SBI Okasan Asset Management Co.Ltd.
CLOSED022,250-22,250-100%$2.6M$0-$2.6M2026-11-10
Retireful, LLC
CLOSED021,842-21,842-100%$2.6M$0-$2.6M2026-10-09
Capital Investment Counsel, LLC
CLOSED019,241-19,241-100%$2.3M$0-$2.3M2026-10-14
Terra Nova Asset Management LLC
CLOSED019,103-19,103-100%$2.2M$0-$2.2M2026-10-13
FDx Advisors, Inc.
CLOSED011,041-11,041-100%$1.3M$0-$1.3M2026-11-09
Arete Wealth Advisors, LLC
CLOSED010,971-10,971-100%$1.3M$0-$1.3M2026-11-09
Financial & Tax Architects, LLC
CLOSED010,406-10,406-100%$1.2M$0-$1.2M2026-10-15
Summit Securities Group LLC
CLOSED08,551-8,551-100%$1.0M$0-$1.0M2026-11-05
GenTrust, LLC
CLOSED06,868-6,868-100%$805.5K$0-$805.5K2026-11-06
Global View Capital Management LLC
CLOSED06,039-6,039-100%$708.3K$0-$708.3K2026-10-28
Personal CFO Solutions, LLC
CLOSED05,847-5,847-100%$685.7K$0-$685.7K2026-11-06
Edgestream Partners, L.P.
CLOSED04,827-4,827-100%$566.1K$0-$566.1K2026-11-10
Jefferies Financial Group Inc.
CLOSED04,736-4,736-100%$555.4K$0-$555.4K2026-11-05
Atala Financial Inc
CLOSED04,135-4,135-100%$565.3K$0-$565.3K2026-10-22
Doliver Advisors, LP
CLOSED02,980-2,980-100%$349.5K$0-$349.5K2026-10-01
VCI Wealth Management LLC
CLOSED02,905-2,905-100%$340.7K$0-$340.7K2026-10-29
Tucker Asset Management LLC
CLOSED02,755-2,755-100%$323.1K$0-$323.1K2026-10-29
Mirador Capital Partners LP
CLOSED02,686-2,686-100%$315.0K$0-$315.0K2026-10-09
Total Wealth Planning & Management, Inc.
CLOSED02,658-2,658-100%$311.7K$0-$311.7K2026-10-23
TBH Global Asset Management, LLC
CLOSED02,570-2,570-100%$301.4K$0-$301.4K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
CLOSED02,328-2,328-100%$273.0K$0-$273.0K2026-10-15
CLG LLC
CLOSED02,299-2,299-100%$269.6K$0-$269.6K2026-10-13
IPG Investment Advisors LLC
CLOSED02,180-2,180-100%$255.7K$0-$255.7K2026-10-30
Confluence Wealth Services, Inc.
CLOSED02,160-2,160-100%$253.3K$0-$253.3K2026-11-05
Teamwork Financial Advisors, LLC
CLOSED02,144-2,144-100%$251.4K$0-$251.4K2026-10-19
Principle Wealth Partners LLC
CLOSED01,976-1,976-100%$231.7K$0-$231.7K2026-11-02
Braun Stacey Associates Inc
CLOSED01,940-1,940-100%$227.5K$0-$227.5K2026-10-19
Silverlake Wealth Management LLC
CLOSED01,938-1,938-100%$227.2K$0-$227.2K2026-10-21
OFS Enterprise LLC
CLOSED01,898-1,898-100%$222.6K$0-$222.6K2026-10-16
Avestar Capital, LLC
CLOSED01,850-1,850-100%$217.0K$0-$217.0K2026-10-28
Seelaus Asset Management LLC
CLOSED01,820-1,820-100%$213.5K$0-$213.5K2026-10-14
Burling Wealth Partners, LLC
CLOSED01,814-1,814-100%$212.7K$0-$212.7K2026-11-09
Precedent Wealth Partners, LLC
CLOSED01,808-1,808-100%$212.0K$0-$212.0K2026-10-21
Mindset Wealth Management, LLC
CLOSED01,808-1,808-100%$212.0K$0-$212.0K2026-10-19
Mitchell Sinkler & Starr
CLOSED01,800-1,800-100%$211.1K$0-$211.1K2026-10-13
Elmwood Wealth Management, Inc.
CLOSED01,792-1,792-100%$210.2K$0-$210.2K2026-10-14
Tableaux LLC
CLOSED01,782-1,782-100%$209.0K$0-$209.0K2026-10-23
SilverOak Wealth Management LLC
CLOSED01,774-1,774-100%$208.1K$0-$208.1K2026-10-29
Axim Planning & Wealth
CLOSED01,755-1,755-100%$205.8K$0-$205.8K2026-10-28
Flagstar Securities, Inc
CLOSED01,749-1,749-100%$205.1K$0-$205.1K2026-10-15
Ipsen Advisor Group LLC
CLOSED01,740-1,740-100%$204.1K$0-$204.1K2026-10-29
Peoples Bank
CLOSED01,734-1,734-100%$203.4K$0-$203.4K2026-10-09
AlphaStar Capital Management, LLC
CLOSED01,730-1,730-100%$202.9K$0-$202.9K2026-10-16
Mezzasalma Advisors, LLC
CLOSED01,708-1,708-100%$200.3K$0-$200.3K2026-10-14
Fifth Third Securities, Inc.
CLOSED01,708-1,708-100%$200.3K$0-$200.3K2026-10-21
Solstein Capital, LLC
CLOSED01,696-1,696-100%$198.9K$0-$198.9K2026-11-02
Deutsche Bank Ag\
CLOSED01,474-1,474-100%$172.9K$0-$172.9K2026-11-06
Brooklyn FI, LLC
CLOSED01,245-1,245-100%$142.0K$0-$142.0K2026-11-05
Vestor Capital, LLC
CLOSED01,052-1,052-100%$49$0-$492026-11-04
Acumen Wealth Advisors, LLC
CLOSED0905-905-100%$106.1K$0-$106.1K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0732-732-100%$85.8K$0-$85.8K2026-10-14
MCF Advisors LLC
CLOSED0655-655-100%$76.8K$0-$76.8K2026-10-28
Wellington Grp LLC
CLOSED0612-612-100%$66.7K$0-$66.7K2026-11-06
Cornerstone Planning Group LLC
CLOSED0511-511-100%$58.3K$0-$58.3K2026-10-16
Salem Investment Counselors Inc
CLOSED0508-508-100%$59.6K$0-$59.6K2026-10-13
Provident Wealth Management, LLC
CLOSED0396-396-100%$46.4K$0-$46.4K2026-10-20
Gill Capital Partners, LLC
CLOSED0204-204-100%$23.9K$0-$23.9K2026-10-13
Park Place Capital Corp
CLOSED074-74-100%$8.7K$0-$8.7K2026-11-09
Alerus Financial NA
CLOSED058-58-100%$6.8K$0-$6.8K2026-11-09
Stone House Investment Management, LLC
CLOSED046-46-100%$5.4K$0-$5.4K2026-10-23
Blueline Advisors LLC
CLOSED042-42-100%$7.2K$0-$7.2K2026-10-15
Kingdom Financial Group Llc.
CLOSED028-28-100%$3.3K$0-$3.3K2026-11-04
LifeSteps Financial, Inc.
CLOSED024-24-100%$2.8K$0-$2.8K2026-10-15
Rakuten Securities, Inc.
CLOSED020-20-100%$2.3K$0-$2.3K2026-11-02
Meramec Financial Planners, LLC
CLOSED07-7-100%$776$0-$7762026-11-09
Networth Advisors, LLC
CLOSED01-1-100%$70$0-$702026-11-03
Raleigh Capital Management Inc.
CLOSED01-1-100%$89$0-$892026-10-28
Financial Management Professionals, Inc.
CLOSED000—$28$0-$282026-10-23
Compagnie Lombard Odier SCmA
DECREASED0935-935-100%$109.7K$0-$109.7K2026-11-04
Bank of America Corp
N/A—39,616,579-39,616,579-100%$4.6B———
JPMorgan Chase & Co
N/A—13,178,491-13,178,491-100%$1.5B———
Morgan Stanley
N/A—8,126,991-8,126,991-100%$953.1M———
Wells Fargo & Company
N/A—5,831,522-5,831,522-100%$683.9M———
UBS Group AG
N/A—4,119,561-4,119,561-100%$483.1M———
Goldman Sachs Group Inc
N/A—3,557,336-3,557,336-100%$417.2M———
Raymond James Financial Inc
N/A—3,120,982-3,120,982-100%$366.0M———
Focus Partners Wealth
N/A—3,022,702-3,022,702-100%$354.5M———
Envestnet Asset Management Inc
N/A—2,792,320-2,792,320-100%$327.5M———
Ameriprise Financial Inc
N/A—2,542,249-2,542,249-100%$298.2M———
Pgim Custom Harvest LLC
N/A—2,501,017-2,501,017-100%$293.3M———
Main Management ETF Advisors, LLC
N/A—2,141,512-2,141,512-100%$251.2M———
Menora Mivtachim Holdings Ltd.
N/A—1,830,206-1,830,206-100%$214.6M———
Janney Montgomery Scott LLC
N/A—1,611,333-1,611,333-100%$189.0M———
Nissay Asset Management Corp N
N/A—1,589,552-1,589,552-100%$186.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,350,600-1,350,600-100%$158.4M———
Royal Bank of Canada
N/A—1,305,668-1,305,668-100%$153.1M———
Two Sigma Investments, LP
N/A—1,108,300-1,108,300-100%$130.0M———
CIBC World Market Inc.
N/A—1,005,682-1,005,682-100%$117.9M———
BNP Paribas Financial Markets
N/A—685,948-685,948-100%$80.4M———
Osaic Holdings, Inc.
N/A—654,279-654,279-100%$76.8M———
Susquehanna International Group, LLP
N/A—615,514-615,514-100%$72.2M———
Northern Trust Corp
N/A—602,984-602,984-100%$70.7M———
Cetera Investment Advisers
N/A—540,985-540,985-100%$63.4M———
Stifel Financial Corp
N/A—516,912-516,912-100%$60.6M———
Rockefeller Capital Management L.P.
N/A—504,529-504,529-100%$59.2M———
RiverFront Investment Group, LLC
N/A—487,601-487,601-100%$57.2M———
Brevan Howard Capital Management LP
N/A—482,681-482,681-100%$56.6M———
Main Management LLC
N/A—482,051-482,051-100%$56.5M———
EP Wealth Advisors, LLC
N/A—409,731-409,731-100%$48.1M———
Advisory Alpha, LLC
N/A—406,747-406,747-100%$47.7M———
Mercer Global Advisors Inc
N/A—401,248-401,248-100%$47.1M———
Peapack Gladstone Financial Corp
N/A—393,431-393,431-100%$46.1M———
State Street Corp
N/A—371,556-371,556-100%$43.6M———
HRT Financial LP
N/A—369,445-369,445-100%$43.3M———
Victory Capital Management Inc
N/A—363,540-363,540-100%$42.6M———
BlackRock, Inc.
N/A—294,815-294,815-100%$34.6M———
Point72 Asset Management, L.P.
N/A—249,996-249,996-100%$29.3M———
MML Investors Services, LLC
N/A—242,768-242,768-100%$28.5M———
Sanctuary Advisors, LLC
N/A—237,197-237,197-100%$27.8M———
FMR LLC
N/A—217,260-217,260-100%$25.5M———
Samlyn Capital, LLC
N/A—208,261-208,261-100%$24.4M———
Swan Global Investments, LLC
N/A—203,454-203,454-100%$23.9M———
Cerity Partners LLC
N/A—199,906-199,906-100%$23.4M———
Jones Financial Companies Lllp
N/A—188,037-188,037-100%$21.5M———
Tudor Investment Corp ET AL
N/A—187,223-187,223-100%$22.0M———
Millennium Management LLC
N/A—186,324-186,324-100%$21.9M———
Pathstone Holdings, LLC
N/A—180,906-180,906-100%$21.2M———
Van Eck Associates Corp
N/A—180,400-180,400-100%$21.2M———
Martin & Co Inc
N/A—177,601-177,601-100%$20.8M———
Captrust Financial Advisors
N/A—169,768-169,768-100%$19.9M———
Spinnaker Trust
N/A—163,677-163,677-100%$19.2M———
Renaissance Technologies LLC
N/A—155,536-155,536-100%$18.2M———
SRB Corp
N/A—154,540-154,540-100%$18.1M———
Kingsview Wealth Management, LLC
N/A—148,820-148,820-100%$17.5M———
Capula Management Ltd
N/A—148,233-148,233-100%$17.4M———
Peak Retirement Planning, Inc.
N/A—146,239-146,239-100%$17.2M———
Novare Capital Management LLC
N/A—138,450-138,450-100%$16.2M———
Steward Partners Investment Advisory, LLC
N/A—138,424-138,424-100%$16.2M———
Gotham Asset Management, LLC
N/A—136,248-136,248-100%$16.0M———
Mariner, LLC
N/A—132,187-132,187-100%$15.5M———
SG Americas Securities, LLC
N/A—129,716-129,716-100%$15.2M———
NewEdge Advisors, LLC
N/A—125,225-125,225-100%$14.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—124,207-124,207-100%$14.6M———
Stillwater Capital Advisors, LLC
N/A—120,912-120,912-100%$14.2M———
Quantinno Capital Management LP
N/A—119,866-119,866-100%$14.1M———
Equitable Holdings, Inc.
N/A—115,614-115,614-100%$13.6M———
Clarity Financial LLC
N/A—114,884-114,884-100%$13.5M———
Private Wealth Advisors, LLC
N/A—107,216-107,216-100%$12.6M———
WCG Wealth Advisors LLC
N/A—98,976-98,976-100%$11.6M———
O'shaughnessy Asset Management, LLC
N/A—97,958-97,958-100%$11.5M———
Prosperity Consulting Group, LLC
N/A—96,433-96,433-100%$11.3M———
Vickerman Investment Advisors, Inc.
N/A—96,398-96,398-100%$11.3M———
Federation des caisses Desjardins du Quebec
N/A—91,107-91,107-100%$10.7M———
Horizon Investments, LLC
N/A—89,459-89,459-100%$10.5M———
Cinctive Capital Management LP
N/A—85,071-85,071-100%$10.0M———
Savvy Advisors, Inc.
N/A—83,058-83,058-100%$9.7M———
AQR Capital Management LLC
N/A—81,861-81,861-100%$9.6M———
Benjamin Edwards Inc
N/A—81,186-81,186-100%$9.5M———
Private Advisor Group, LLC
N/A—81,079-81,079-100%$9.5M———
IHT Wealth Management, LLC
N/A—79,207-79,207-100%$9.3M———
GTS Securities LLC
N/A—79,057-79,057-100%$9.3M———
Jane Street Group, LLC
N/A—75,012-75,012-100%$8.8M———
Bank of the Bluegrass & Trust Co.
N/A—74,974-74,974-100%$8.2M———
Brave Asset Management Inc
N/A—73,097-73,097-100%$8.6M———
Virtu Financial LLC
N/A—69,541-69,541-100%$8.2M———
Venturi Wealth Management, LLC
N/A—67,958-67,958-100%$8.0M———
Bartlett & Co. Wealth Management LLC
N/A—67,664-67,664-100%$7.9M———
Arax Advisory Partners
N/A—65,327-65,327-100%$7.7M———
Balyasny Asset Management L.P.
N/A—64,353-64,353-100%$7.5M———
MAI Capital Management
N/A—63,250-63,250-100%$7.4M———
Northwestern Mutual Wealth Management Co
N/A—59,620-59,620-100%$7.0M———
Talon Private Wealth, LLC
N/A—59,106-59,106-100%$6.9M———
Mmbg Investment Advisors Co.
N/A—58,966-58,966-100%$6.9M———
&partners
N/A—54,965-54,965-100%$6.4M———
Davis R M Inc
N/A—54,401-54,401-100%$6.4M———
Quantitative Investment Management, LLC
N/A—54,284-54,284-100%$6.4M———
Granite Harbor Advisors, Inc.
N/A—53,652-53,652-100%$6.3M———
Advisory Services Network, LLC
N/A—53,180-53,180-100%$6.2M———
Waverly Advisors, LLC
N/A—52,532-52,532-100%$6.2M———
Keebeck Wealth Management
N/A—48,280-48,280-100%$5.7M———
Dakota Wealth Management
N/A—47,957-47,957-100%$5.6M———
Hancock Whitney Corp
N/A—47,747-47,747-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—47,717-47,717-100%$5.6M———
Atlantic Union Bankshares Corp
N/A—46,641-46,641-100%$5.5M———
Itau Unibanco Holding S.A.
N/A—44,968-44,968-100%$5.3M———
Commerce Bank
N/A—43,601-43,601-100%$5.1M———
Symmetry Investments LP
N/A—42,800-42,800-100%$5.0M———
Simmons Bank
N/A—42,728-42,728-100%$5.0M———
FCA Corp
N/A—42,403-42,403-100%$5.0M———
Fiduciary Group, LLC
N/A—42,077-42,077-100%$4.9M———
CreativeOne Wealth, LLC
N/A—40,168-40,168-100%$4.7M———
Two Sigma Securities, LLC
N/A—39,633-39,633-100%$4.6M———
Natixis Advisors, LLC
N/A—39,413-39,413-100%$4.6M———
PFG Investments, LLC
N/A—39,068-39,068-100%$4.6M———
Caption Management, LLC
N/A—38,675-38,675-100%$4.5M———
Fourth Dimension Wealth, LLC
N/A—38,241-38,241-100%$4.5M———
Beacon Pointe Advisors, LLC
N/A—37,862-37,862-100%$4.4M———
First Trust Advisors LP
N/A—37,548-37,548-100%$4.4M———
GeoWealth Management, LLC
N/A—36,826-36,826-100%$4.3M———
Sequent Planning LLC
N/A—36,659-36,659-100%$4.3M———
Headlands Technologies LLC
N/A—36,631-36,631-100%$4.3M———
Measured Wealth Private Client Group, LLC
N/A—36,212-36,212-100%$4.2M———
Ameritas Advisory Services, LLC
N/A—34,725-34,725-100%$4.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—34,586-34,586-100%$4.1M———
Baird Financial Group, Inc.
N/A—33,848-33,848-100%$4.0M———
Sykon Capital LLC
N/A—32,429-32,429-100%$3.8M———
Stephens Inc
N/A—32,312-32,312-100%$3.8M———
Vestmark Advisory Solutions, Inc.
N/A—32,255-32,255-100%$3.8M———
One Wealth Map LLC
N/A—32,154-32,154-100%$3.6M———
Jackson, Grant Investment Advisers, Inc.
N/A—32,008-32,008-100%$3.8M———
Markin Asset Management, LP
N/A—31,064-31,064-100%$3.6M———
Summit Financial, LLC
N/A—30,485-30,485-100%$3.6M———
Snowden Capital Advisors LLC
N/A—29,510-29,510-100%$3.5M———
1607 Capital Partners, LLC
N/A—29,000-29,000-100%$3.4M———
HSBC Holdings PLC
N/A—28,639-28,639-100%$3.4M———
Arkadios Wealth Advisors
N/A—28,363-28,363-100%$3.3M———
FIL Ltd
N/A—28,239-28,239-100%$3.3M———
Blair William & Co
N/A—28,149-28,149-100%$3.3M———
Bank of Marin
N/A—26,872-26,872-100%$3.2M———
Gladstone Institutional Advisory LLC
N/A—26,236-26,236-100%$3.1M———
RPg Family Wealth Advisory, LLC
N/A—26,144-26,144-100%$3.1M———
J. Goldman & Co LP
N/A—26,100-26,100-100%$3.1M———
Coastal Bridge Advisors, LLC
N/A—26,002-26,002-100%$3.0M———
Risk Paradigm Group, LLC
N/A—25,952-25,952-100%$3.0M———
Caprock Group, LLC
N/A—25,797-25,797-100%$3.0M———
Huntington National Bank
N/A—25,671-25,671-100%$3.0M———
Mathes Company, Inc.
N/A—25,400-25,400-100%$3.0M———
Empowered Funds, LLC
N/A—25,307-25,307-100%$3.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—24,839-24,839-100%$2.9M———
Mission Hills Financial Advisory, LLC
N/A—24,471-24,471-100%$2.9M———
Orleans Capital Management Corp
N/A—24,002-24,002-100%$2.8M———
Credit Agricole S A
N/A—23,655-23,655-100%$2.8M———
Johnson Investment Counsel Inc
N/A—23,433-23,433-100%$2.7M———
Kintra Wealth, LLC
N/A—22,774-22,774-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—22,744-22,744-100%$2.7M———
Evercore Wealth Management, LLC
N/A—22,315-22,315-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—21,481-21,481-100%$2.5M———
Tidal Investments LLC
N/A—21,397-21,397-100%$2.5M———
January Capital Advisors LLC
N/A—20,725-20,725-100%$2.4M———
CTC Alternative Strategies, Ltd.
N/A—20,718-20,718-100%$2.4M———
Pallas Capital Advisors LLC
N/A—20,343-20,343-100%$2.4M———
Crews Bank & Trust
N/A—20,074-20,074-100%$2.4M———
Wellspring Financial Advisors, LLC
N/A—19,805-19,805-100%$2.3M———
Proffitt & Goodson Inc
N/A—19,762-19,762-100%$2.3M———
Okabena Investment Services Inc
N/A—19,597-19,597-100%$2.3M———
RiverGlades Family Offices LLC
N/A—19,573-19,573-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—19,437-19,437-100%$2.3M———
Pettyjohn, Wood & White, Inc
N/A—19,389-19,389-100%$2.3M———
Everstar Asset Management, LLC
N/A—19,062-19,062-100%$2.2M———
Hilltop Holdings Inc.
N/A—19,029-19,029-100%$2.2M———
Howe & Rusling Inc
N/A—18,121-18,121-100%$2.1M———
Straightline Group LLC
N/A—17,971-17,971-100%$2.1M———
Glenmede Trust Co NA
N/A—17,693-17,693-100%$2.1M———
Cary Street Partners Financial LLC
N/A—17,508-17,508-100%$2.1M———
UBS Asset Management Americas LLC
N/A—17,187-17,187-100%$2.0M———
PeakShares LLC
N/A—16,820-16,820-100%$2.0M———
Foundations Investment Advisors, LLC
N/A—16,362-16,362-100%$1.9M———
Wealthspire Advisors, LLC
N/A—16,248-16,248-100%$1.9M———
Transcend Capital Advisors, LLC
N/A—15,941-15,941-100%$1.9M———
Monetary Management Group Inc
N/A—15,930-15,930-100%$1.9M———
Cresset Asset Management, LLC
N/A—15,889-15,889-100%$1.9M———
Summit Trail Advisors, LLC
N/A—15,696-15,696-100%$1.8M———
M3 Advisory Group, LLC
N/A—15,580-15,580-100%$1.8M———
Concentric Capital Strategies, LP
N/A—15,496-15,496-100%$1.8M———
Scotia Capital Inc.
N/A—15,445-15,445-100%$1.8M———
Kovack Advisors, Inc.
N/A—15,363-15,363-100%$1.8M———
Maridea Wealth Management LLC
N/A—15,151-15,151-100%$1.8M———
Brown Advisory Inc
N/A—15,000-15,000-100%$1.8M———
Payne Capital LLC
N/A—14,820-14,820-100%$1.7M———
Mutual Advisors, LLC
N/A—14,799-14,799-100%$1.7M———
Whittier Trust Co
N/A—14,790-14,790-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—14,728-14,728-100%$1.7M———
Jain Global LLC
N/A—14,557-14,557-100%$1.7M———
Regal Investment Advisors LLC
N/A—14,337-14,337-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—14,097-14,097-100%$1.7M———
AE Wealth Management LLC
N/A—14,080-14,080-100%$1.7M———
NewEdge Wealth, LLC
N/A—14,047-14,047-100%$1.6M———
Moneta Group Investment Advisors LLC
N/A—13,875-13,875-100%$1.6M———
Cantor Fitzgerald, L. P.
N/A—13,845-13,845-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—13,832-13,832-100%$1.6M———
Abbot Financial Management, Inc.
N/A—13,780-13,780-100%$1.6M———
Chevy Chase Trust Holdings, LLC
N/A—13,698-13,698-100%$1.6M———
Elm Partners Management LLC
N/A—13,559-13,559-100%$1.6M———
Neuberger Berman Group LLC
N/A—13,497-13,497-100%$1.6M———
NorthRock Partners, LLC
N/A—13,374-13,374-100%$1.6M———
One Charles Private Wealth Services, LLC
N/A—13,220-13,220-100%$1.6M———
Madden Advisory Services, Inc.
N/A—13,090-13,090-100%$1.5M———
First National Bank of Omaha
N/A—12,943-12,943-100%$1.5M———
LMR Partners LLP
N/A—12,650-12,650-100%$1.5M———
Summit Wealth Partners, LLC
N/A—12,242-12,242-100%$1.4M———
World Investment Advisors
N/A—12,226-12,226-100%$1.4M———
Sequent Asset Management, LLC
N/A—11,860-11,860-100%$1.4M———
IEQ Capital, LLC
N/A—11,665-11,665-100%$1.4M———
First Manhattan Co. Llc.
N/A—11,636-11,636-100%$1.4M———
First Wilshire Securities Management Inc
N/A—11,596-11,596-100%$1.4M———
Whittier Trust Co of Nevada Inc
N/A—11,558-11,558-100%$1.4M———
Corsicana & Co.
N/A—11,530-11,530-100%$1.4M———
Bluespring Wealth Management, LLC
N/A—11,420-11,420-100%$1.3M———
Tocqueville Asset Management L.P.
N/A—11,300-11,300-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—11,132-11,132-100%$1.3M———
Waterloo Capital, L.P.
N/A—11,078-11,078-100%$1.3M———
Luminist Capital LLC
N/A—10,962-10,962-100%$1.3M———
Elk River Wealth Management LLC
N/A—10,405-10,405-100%$1.2M———
Henson-Edgewater Management, LLC
N/A—10,310-10,310-100%$1.2M———
Hills Bank & Trust Co
N/A—10,291-10,291-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—10,120-10,120-100%$1.2M———
Runnymede Capital Advisors, Inc.
N/A—10,102-10,102-100%$1.2M———
V2 Financial group LLC
N/A—10,100-10,100-100%$1.2M———
RWA Wealth Partners, LLC
N/A—9,938-9,938-100%$1.2M———
Global Retirement Partners, LLC
N/A—9,790-9,790-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—9,471-9,471-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—9,427-9,427-100%$1.1M———
Rothschild Wealth LLC
N/A—9,153-9,153-100%$1.1M———
Mission Creek Capital Partners, Inc.
N/A—9,132-9,132-100%$1.1M———
Mendel Capital Management LLC
N/A—9,033-9,033-100%$1.1M———
Stonebridge Financial Group, LLC
N/A—9,002-9,002-100%$1.1M———
Ingalls & Snyder LLC
N/A—8,996-8,996-100%$1.1M———
Pure Financial Advisors, LLC
N/A—8,919-8,919-100%$1.0M———
Byrne Financial Freedom, LLC
N/A—8,842-8,842-100%$1.0M———
Calton & Associates, Inc.
N/A—8,690-8,690-100%$1.0M———
Ally Invest Advisors Inc.
N/A—8,607-8,607-100%$1.0M———
Regal Partners Ltd
N/A—8,553-8,553-100%$1.0M———
Thomasville National Bank
N/A—8,548-8,548-100%$1.0M———
Advyzon Investment Management, LLC
N/A—8,519-8,519-100%$999.1K———
Transamerica Financial Advisors, LLC
N/A—8,406-8,406-100%$985.9K———
Bradley Foster & Sargent Inc
N/A—8,187-8,187-100%$960.2K———
Spartan Wealth Advisory Services LLC
N/A—7,969-7,969-100%$934.6K———
Clare Market Investments LLC
N/A—7,887-7,887-100%$925.0K———
GSA Capital Partners LLP
N/A—7,795-7,795-100%$914.0K———
Vista Investment Management
N/A—7,726-7,726-100%$906.1K———
Financial Engines Advisors L.L.C.
N/A—7,674-7,674-100%$900.0K———
Capstone Investment Advisors, LLC
N/A—7,653-7,653-100%$897.5K———
Bramshill Investments, LLC
N/A—7,500-7,500-100%$879.6K———
DV Trading LLC
N/A—7,458-7,458-100%$874.7K———
Cornerstone Select Advisors, LLC
N/A—7,239-7,239-100%$849.0K———
Clear Street Group Inc.
N/A—7,234-7,234-100%$848.4K———
Jacobs Equity LLC
N/A—7,227-7,227-100%$847.6K———
Marble Wealth, LLC
N/A—7,109-7,109-100%$833.7K———
First National Bank of Hutchinson
N/A—7,102-7,102-100%$832.9K———
QRG Capital Management, Inc.
N/A—7,062-7,062-100%$828.2K———
Regatta Research & Money Management
N/A—6,998-6,998-100%$820.4K———
Empower Advisory Group, LLC
N/A—6,822-6,822-100%$800.1K———
Ameritas Investment Partners, Inc.
N/A—6,771-6,771-100%$794.1K———
Kiley Juergens Wealth Management, LLC
N/A—6,752-6,752-100%$791.9K———
Modern Wealth Management, LLC
N/A—6,737-6,737-100%$790.1K———
Stratos Wealth Advisors, LLC
N/A—6,624-6,624-100%$776.9K———
SCS Capital Management LLC
N/A—6,566-6,566-100%$770.0K———
OneDigital Investment Advisors LLC
N/A—6,393-6,393-100%$749.8K———
Volterra Technologies LP
N/A—6,360-6,360-100%$745.9K———
Main Street Financial Solutions, LLC
N/A—6,305-6,305-100%$739.5K———
Flputnam Investment Management Co
N/A—6,026-6,026-100%$706.7K———
Capital Analysts, LLC
N/A—5,986-5,986-100%$702.0K———
Ducere Wealth Management LLC
N/A—5,986-5,986-100%$702.0K———
Keel Point, LLC
N/A—5,878-5,878-100%$689.4K———
Oakmont Advisory Group, LLC
N/A—5,680-5,680-100%$666.1K———
National Philanthropic Trust
N/A—5,649-5,649-100%$662.5K———
Birchcreek Wealth Management, LLC
N/A—5,615-5,615-100%$658.5K———
Pinnacle Family Advisors, LLC
N/A—5,590-5,590-100%$655.6K———
Yukon Wealth Management, Inc.
N/A—5,418-5,418-100%$635.5K———
Meridian Wealth Advisors, LLC
N/A—5,296-5,296-100%$621.1K———
Empirical Asset Management, LLC
N/A—5,193-5,193-100%$609.0K———
Marshall Wace, LLP
N/A—5,139-5,139-100%$602.7K———
Hyundai Investments Co., Ltd.
N/A—5,078-5,078-100%$594.7K———
Insigneo Advisory Services, LLC
N/A—5,053-5,053-100%$592.6K———
Palumbo Wealth Management LLC
N/A—5,044-5,044-100%$591.5K———
Stock Yards Bank & Trust Co
N/A—4,989-4,989-100%$585.1K———
Whalerock Point Partners, LLC
N/A—4,888-4,888-100%$573.3K———
Stratos Investment Management, LLC
N/A—4,876-4,876-100%$571.9K———
Prostatis Group LLC
N/A—4,864-4,864-100%$570.4K———
BFC Planning, Inc.
N/A—4,853-4,853-100%$569.1K———
Campion Asset Management
N/A—4,837-4,837-100%$567.3K———
Fiduciary Trust Co
N/A—4,810-4,810-100%$564.1K———
Circle Wealth Management, LLC
N/A—4,801-4,801-100%$563.1K———
CCG Wealth Management, LLC
N/A—4,753-4,753-100%$557.4K———
Ark Wealth Advisors LLC
N/A—4,662-4,662-100%$546.8K———
L & S Advisors Inc
N/A—4,661-4,661-100%$546.6K———
Allie Family Office LLC
N/A—4,640-4,640-100%$544.2K———
Centiva Capital, LP
N/A—4,603-4,603-100%$539.8K———
Anchor Bay Capital, Inc.
N/A—4,445-4,445-100%$531.9K———
Tyche Wealth Partners LLC
N/A—4,417-4,417-100%$518.0K———
Peak6 LLC
N/A—4,225-4,225-100%$495.5K———
Rehmann Capital Advisory Group
N/A—4,162-4,162-100%$488.1K———
BBR Partners, LLC
N/A—4,146-4,146-100%$486.2K———
Johnson Financial Group, Inc.
N/A—4,126-4,126-100%$483.9K———
IFC Advisors LLC
N/A—4,087-4,087-100%$479.4K———
Fairview Capital Investment Management, LLC
N/A—4,075-4,075-100%$477.9K———
Gallagher Fiduciary Advisors, LLC
N/A—4,060-4,060-100%$476.2K———
Tiaa Trust, National Association
N/A—4,054-4,054-100%$475.5K———
Orion Porfolio Solutions, LLC
N/A—4,011-4,011-100%$470.5K———
Choate Investment Advisors
N/A—4,000-4,000-100%$469.1K———
Phillips Wealth Planners LLC
N/A—3,970-3,970-100%$466.0K———
Mrwm Advisors, LLC
N/A—3,964-3,964-100%$464.9K———
Glen Eagle Advisors, LLC
N/A—3,888-3,888-100%$456.0K———
Alpine Woods Capital Investors, LLC
N/A—3,800-3,800-100%$445.7K———
Richard W. Paul & Associates, LLC
N/A—3,722-3,722-100%$436.5K———
Berger Financial Group, Inc
N/A—3,710-3,710-100%$435.1K———
Bragg Financial Advisors, Inc
N/A—3,700-3,700-100%$433.9K———
Pacific SUN Financial Corp
N/A—3,690-3,690-100%$432.8K———
Mcguire Capital Advisors Inc
N/A—3,575-3,575-100%$419.3K———
Millstone Evans Group, LLC
N/A—3,570-3,570-100%$418.7K———
Frisch Financial Group, Inc.
N/A—3,515-3,515-100%$412.2K———
Rollins Financial Advisors, LLC
N/A—3,482-3,482-100%$408.4K———
F/m Investments LLC
N/A—3,478-3,478-100%$407.9K———
Seven Springs Wealth Group, LLC
N/A—3,378-3,378-100%$396.2K———
Aptus Capital Advisors, LLC
N/A—3,313-3,313-100%$388.5K———
Iron Gate Global Advisors LLC
N/A—3,250-3,250-100%$381.2K———
Bay Rivers Group
N/A—3,121-3,121-100%$366.1K———
Smith, Moore & Co.
N/A—3,119-3,119-100%$365.8K———
Walleye Capital LLC
N/A—3,106-3,106-100%$364.3K———
Performance Wealth Partners, LLC
N/A—3,018-3,018-100%$354.0K———
Resolute Wealth Strategies, LLC
N/A—2,978-2,978-100%$349.2K———
Haverford Trust Co
N/A—2,952-2,952-100%$346.2K———
One Capital Management, LLC
N/A—2,916-2,916-100%$317.8K———
Independent Advisor Alliance
N/A—2,847-2,847-100%$333.9K———
Dearborn Partners LLC
N/A—2,798-2,798-100%$328.1K———
Star Financial Bank
N/A—2,792-2,792-100%$327.4K———
Voya Financial Advisors, Inc.
N/A—2,788-2,788-100%$326.5K———
Truvestments Capital LLC
N/A—2,743-2,743-100%$321.7K———
Purpose Unlimited Inc.
N/A—2,709-2,709-100%$317.8K———
Oxford Financial Group, Ltd. LLC
N/A—2,676-2,676-100%$313.8K———
Centaurus Financial, Inc.
N/A—2,672-2,672-100%$313.0K———
Farmers National Bank
N/A—2,660-2,660-100%$312.0K———
Keystone Financial Group
N/A—2,659-2,659-100%$311.9K———
1ST Source Bank
N/A—2,637-2,637-100%$309.3K———
Lbmc Investment Advisors, LLC
N/A—2,634-2,634-100%$308.9K———
Broadleaf Partners, LLC
N/A—2,632-2,632-100%$308.7K———
Icon Wealth Advisors, LLC
N/A—2,618-2,618-100%$307.0K———
BOK Financial Private Wealth, Inc.
N/A—2,591-2,591-100%$303.9K———
Principal Securities, Inc.
N/A—2,585-2,585-100%$303.2K———
Element Wealth, LLC
N/A—2,570-2,570-100%$301.4K———
Sierra Capital LLC
N/A—2,562-2,562-100%$300.5K———
Brown Brothers Harriman & Co
N/A—2,544-2,544-100%$298.4K———
Blue Chip Partners, LLC
N/A—2,495-2,495-100%$292.6K———
Stonebrook Private Inc.
N/A—2,483-2,483-100%$291.2K———
Alliancebernstein L.P.
N/A—2,476-2,476-100%$269.8K———
Northstar Financial Companies, Inc.
N/A—2,469-2,469-100%$289.6K———
Rothschild Capital Partners, LLC
N/A—2,461-2,461-100%$288.6K———
GWN Securities Inc.
N/A—2,404-2,404-100%$281.9K———
Madison Wealth Partners, Inc
N/A—2,364-2,364-100%$277.3K———
Texas Yale Capital Corp.
N/A—2,322-2,322-100%$272.3K———
Focus Partners Advisor Solutions, LLC
N/A—2,313-2,313-100%$271.4K———
Jaffetilchin Investment Partners, LLC
N/A—2,279-2,279-100%$267.3K———
Ballentine Partners, LLC
N/A—2,272-2,272-100%$266.5K———
Price T Rowe Associates Inc
N/A—2,200-2,200-100%$259.0K———
Timbuktu Capital Management, LLC
N/A—2,200-2,200-100%$258.0K———
AssuredPartners Investment Advisors, LLC
N/A—2,200-2,200-100%$258.0K———
Franklin Resources Inc
N/A—2,187-2,187-100%$256.5K———
Vident Advisory, LLC
N/A—2,181-2,181-100%$255.8K———
Curi Capital, LLC
N/A—2,172-2,172-100%$254.7K———
MWA Asset Management
N/A—2,144-2,144-100%$251.4K———
Zacks Investment Management
N/A—2,107-2,107-100%$247.1K———
Smartleaf Asset Management LLC
N/A—2,106-2,106-100%$246.7K———
Toronto Dominion Bank
N/A—2,083-2,083-100%$244.3K———
OneAscent Family Office, LLC
N/A—2,059-2,059-100%$241.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,046-2,046-100%$239.9K———
Severin Investments, LLC
N/A—2,034-2,034-100%$238.5K———
Alteri Wealth LLC
N/A—2,031-2,031-100%$238.2K———
Manhattan West Asset Management, LLC
N/A—2,029-2,029-100%$238.0K———
Resolute Wealth Advisor, Inc.
N/A—2,027-2,027-100%$220.9K———
Westbourne Investments, Inc.
N/A—2,018-2,018-100%$236.7K———
Sovereign Financial Group, Inc.
N/A—2,009-2,009-100%$235.6K———
DF Dent & Co Inc
N/A—1,998-1,998-100%$234.3K———
LaSalle St. Investment Advisors, LLC
N/A—1,992-1,992-100%$233.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,990-1,990-100%$233.4K———
Xcelsior Advisor Partners LLC
N/A—1,930-1,930-100%$226.4K———
Bearing Point Capital, LLC
N/A—1,910-1,910-100%$224.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,896-1,896-100%$222.4K———
Crewe Advisors LLC
N/A—1,888-1,888-100%$221.4K———
Wealthspire Retirement, LLC
N/A—1,832-1,832-100%$214.9K———
USA Financial Formulas
N/A—1,817-1,817-100%$213.1K———
Entelevest, LLC
N/A—1,815-1,815-100%$212.9K———
Twin Focus Capital Partners, LLC
N/A—1,810-1,810-100%$212.3K———
Gateway Wealth Partners, LLC
N/A—1,788-1,788-100%$209.7K———
Marex Group Ltd
N/A—1,784-1,784-100%$209.2K———
Peak Asset Management, LLC
N/A—1,760-1,760-100%$206.4K———
Fiduciary Financial Advisors
N/A—1,733-1,733-100%$209.3K———
Brand Asset Management Group, Inc.
N/A—1,720-1,720-100%$201.7K———
Alongside, LLC
N/A—1,713-1,713-100%$200.9K———
49 Wealth Management, LLC
N/A—1,713-1,713-100%$200.9K———
Continuum Advisory, LLC
N/A—1,682-1,682-100%$197.3K———
Private Wealth Asset Management, LLC
N/A—1,680-1,680-100%$197.0K———
IMA Advisory Services, Inc.
N/A—1,650-1,650-100%$193.5K———
Credit Industriel ET Commercial
N/A—1,557-1,557-100%$182.6K———
South Plains Financial, Inc.
N/A—1,220-1,220-100%$143.1K———
Glassman Wealth Services
N/A—1,206-1,206-100%$141.4K———
Ameriflex Group, Inc.
N/A—1,122-1,122-100%$131.6K———
Raffa Wealth Management, LLC
N/A—1,036-1,036-100%$121.5K———
Ancora Advisors LLCA
N/A—1,004-1,004-100%$117.7K———
Anchor Investment Management, LLC
N/A—971-971-100%$113.8K———
Banque Cantonale Vaudoise
N/A—902-902-100%$106.0K———
Steigerwald, Gordon & Koch Inc.
N/A—870-870-100%$102.0K———
Webster Bank, N. A.
N/A—832-832-100%$97.6K———
Tiaa Wealth Investment Management LLC
N/A—789-789-100%$92.5K———
Vanguard National Trust Co
N/A—774-774-100%$90.8K———
Avalon Trust Co
N/A—770-770-100%$90.3K———
SHP Wealth Management
N/A—732-732-100%$85.9K———
Westfuller Advisors, LLC
N/A—709-709-100%$83.2K———
Prestige Wealth Management Group LLC
N/A—656-656-100%$76.9K———
Ballast Advisors LLC
N/A—652-652-100%$76.5K———
Frazier Financial Advisors, LLC
N/A—644-644-100%$75.5K———
Hollencrest Capital Management
N/A—600-600-100%$70.4K———
Napier Financial, LLC
N/A—586-586-100%$68.7K———
Copia Wealth Management
N/A—513-513-100%$60.2K———
Medallion Wealth Advisors, LLC
N/A—509-509-100%$59.6K———
Dunhill Financial, LLC
N/A—453-453-100%$53.2K———
Cambient Family Office, LLC
N/A—438-438-100%$51.4K———
Synergy Investment Management, LLC
N/A—438-438-100%$51.4K———
Bollard Group LLC
N/A—372-372-100%$44.0K———
Bogart Wealth, LLC
N/A—364-364-100%$42.7K———
Rothschild Investment LLC
N/A—331-331-100%$38.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—330-330-100%$38.7K———
Operose Advisors LLC
N/A—322-322-100%$37.8K———
Pursuit Wealth Strategies, LLC
N/A—316-316-100%$37.1K———
CVA Family Office, LLC
N/A—289-289-100%$33.9K———
XP Advisory US, Inc.
N/A—278-278-100%$32.6K———
Bellevue Asset Management, LLC
N/A—276-276-100%$32.4K———
Kilter Group LLC
N/A—270-270-100%$31.7K———
WealthCollab, LLC
N/A—267-267-100%$31.3K———
Kerr Financial Planning Corp
N/A—265-265-100%$31.0K———
National Bank of Canada
N/A—262-262-100%$30.5K———
Game Plan Financial Advisors, LLC
N/A—260-260-100%$30.5K———
HHM Wealth Advisors, LLC
N/A—246-246-100%$28.9K———
Keating Financial Advisory Services, Inc.
N/A—246-246-100%$28.9K———
Financial Gravity Companies, Inc.
N/A—204-204-100%$23.9K———
EFG International AG
N/A—200-200-100%$23.5K———
FWL Investment Management, LLC
N/A—194-194-100%$22.7K———
Ankerstar Wealth, LLC
N/A—182-182-100%$21.4K———
Colonial Trust Advisors
N/A—160-160-100%$18.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—156-156-100%$18.3K———
1 North Wealth Services LLC
N/A—152-152-100%$17.8K———
Rialto Wealth Management, LLC
N/A—146-146-100%$17.1K———
Windsor Advisory Group, LLC
N/A—128-128-100%$15.0K———
Vision Retirement, LLC
N/A—127-127-100%$14.9K———
Aventura Private Wealth, LLC
N/A—122-122-100%$14.3K———
Delta Asset Management LLC
N/A—118-118-100%$13.8K———
Strategic Wealth Partners, Ltd.
N/A—110-110-100%$12.9K———
Consultiva Wealth Management, Corp.
N/A—110-110-100%$12.9K———
Providence Capital Advisors, LLC
N/A—106-106-100%$12.4K———
Strategic Investment Solutions, Inc.
N/A—102-102-100%$12.0K———
HM Payson & Co
N/A—92-92-100%$10.8K———
Orion Capital Management LLC
N/A—84-84-100%$9.9K———
Concord Investment Counsel Inc.
N/A—76-76-100%$8.9K———
Beaird Harris Wealth Management, LLC
N/A—66-66-100%$7.7K———
MidFirst Bank
N/A—56-56-100%$6.6K———
PIN OAK Investment Advisors Inc
N/A—56-56-100%$7———
WealthShield Partners, LLC
N/A—54-54-100%$6.3K———
New Republic Capital, LLC
N/A—46-46-100%$5.4K———
one8zero8, LLC
N/A—30-30-100%$3.5K———
Family Manage LLC
N/A—26-26-100%$3.0K———
Silicon Valley Capital Partners
N/A—18-18-100%$2.1K———
Ensign Peak Advisors, Inc
N/A—10-10-100%$1.2K———
Parallax Volatility Advisers, L.P.
N/A—2-2-100%$235———
Showing 1367 of 1367 institutions