IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Energy Select Sector (XLE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares15,652,722 from 15,224,241
Change+428,481 (+3%)
Value$962.6M (+$154.1M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares4,809,660 from 2,714,640
Change+2,095,020 (+77%)
Value$295.8M (+$151.6M)
Filed 2026-11-04
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares4,696,397 from 4,589,946
Change+106,451 (+2%)
Value$288.8M (+$45.1M)
Filed 2026-11-09
Factory Mutual Insurance Co
UNCHANGED
Shares4,450,445 from 4,450,445
Change0 (0%)
Value$273.7M (+$37.3M)
Filed 2026-10-30
Bank of Montreal
DECREASED
Shares3,887,736 from 4,252,768
Change-365,032 (-9%)
Value$239.1M (+$13.2M)
Filed 2026-11-09
Allen Investment Management, LLC
INCREASED
Shares3,392,957 from 2,900,688
Change+492,269 (+17%)
Value$208.7M (+$54.6M)
Filed 2026-11-03
Barclays PLC
DECREASED
Shares3,250,222 from 5,480,248
Change-2,230,026 (-41%)
Value$199.9M (-$91.2M)
Filed 2026-11-06
Wealthfront Advisers LLC
DECREASED
Shares2,369,407 from 2,411,472
Change-42,065 (-2%)
Value$145.7M (+$17.6M)
Filed 2026-11-09
Hamilton Capital, LLC
DECREASED
Shares2,367,600 from 4,398,711
Change-2,031,111 (-46%)
Value$145.6M (-$88.0M)
Filed 2026-10-08
Squarepoint Ops LLC
DECREASED
Shares2,231,980 from 2,817,819
Change-585,839 (-21%)
Value$137.3M (-$12.4M)
Filed 2026-11-09
HighTower Advisors, LLC
INCREASED
Shares1,804,156 from 1,771,737
Change+32,419 (+2%)
Value$111.0M (+$16.9M)
Filed 2026-11-10
Cornerstone Advisors, LLC
UNCHANGED
Shares1,702,048 from 1,702,048
Change0 (0%)
Value$104.7M (+$14.3M)
Filed 2026-11-06
Phoenix Financial Ltd.
INCREASED
Shares1,628,211 from 1,509,197
Change+119,014 (+8%)
Value$99.3M (+$19.2M)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares1,603,079 from 1,665,143
Change-62,064 (-4%)
Value$98.6M (+$10.2M)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares1,585,020 from 1,602,586
Change-17,566 (-1%)
Value$97.5M (+$12.4M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,577,078 from 1,155,057
Change+422,021 (+37%)
Value$97.0K (-$61.2M)
Filed 2026-11-02
J.Safra Asset Management Corp
DECREASED
Shares1,417,907 from 1,616,362
Change-198,455 (-12%)
Value$87.2M (+$1.4M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares1,307,656 from 1,634,072
Change-326,416 (-20%)
Value$80.4M (-$6.4M)
Filed 2026-10-21
FIL Ltd
INCREASED
Shares1,282,676 from 238,366
Change+1,044,310 (+438%)
Value$78.9M (+$66.2M)
Filed 2026-11-10
Meitav Investment House LTD
INCREASED
Shares985,829 from 45,321
Change+940,508 (+2075%)
Value$60.6M (+$58.2M)
Filed 2026-10-28
AGF Management LTD
DECREASED
Shares977,569 from 998,820
Change-21,251 (-2%)
Value$60.1M (+$7.1M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares903,983 from 926,085
Change-22,102 (-2%)
Value$55.6M (+$6.4M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares900,434 from 931,846
Change-31,412 (-3%)
Value$55.4M (+$5.9M)
Filed 2026-10-30
Municipal Employees' Retirement System of Michigan
INCREASED
Shares853,449 from 474,882
Change+378,567 (+80%)
Value$52.5K (-$25.2M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares846,267 from 814,308
Change+31,959 (+4%)
Value$52.8K (-$43.2M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares826,324 from 696,314
Change+130,010 (+19%)
Value$50.8M (+$13.8M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares819,002 from 814,122
Change+4,880 (+1%)
Value$50.4M (+$7.1M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares811,135 from 849,282
Change-38,147 (-4%)
Value$49.9M (+$4.8M)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares785,602 from 775,290
Change+10,312 (+1%)
Value$48.3M (+$7.1M)
Filed 2026-11-06
Forbes J M & Co LLP
INCREASED
Shares770,089 from 765,897
Change+4,192 (+1%)
Value$47.4M (+$6.7M)
Filed 2026-10-16
Briaud Financial Planning Inc
INCREASED
Shares722,267 from 5,575
Change+716,692 (+12855%)
Value$44.4M (+$44.1M)
Filed 2026-10-20
True Freedom Investing, LLC
INCREASED
Shares684,265 from 575,117
Change+109,148 (+19%)
Value$42.1M (+$6.9M)
Filed 2026-10-29
Oakworth Capital, Inc.
INCREASED
Shares660,535 from 658,764
Change+1,771 (+0%)
Value$40.6M (+$5.7M)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares638,878 from 645,182
Change-6,304 (-1%)
Value$39.3M (+$5.0M)
Filed 2026-10-27
Equitable Trust Co
DECREASED
Shares580,034 from 602,179
Change-22,145 (-4%)
Value$35.7M (+$3.7M)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares571,261 from 560,453
Change+10,808 (+2%)
Value$35.1M (+$5.4M)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares565,955 from 410,035
Change+155,920 (+38%)
Value$34.8M (+$13.0M)
Filed 2026-10-29
Appleton Partners Inc
INCREASED
Shares549,410 from 546,298
Change+3,112 (+1%)
Value$33.8K (-$29.0M)
Filed 2026-10-30
Pinkerton Wealth, LLC
INCREASED
Shares541,281 from 454,490
Change+86,791 (+19%)
Value$33.3M (+$5.4M)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares512,845 from 749,677
Change-236,832 (-32%)
Value$31.5M (-$8.3M)
Filed 2026-10-16
Tradewinds Capital Management, LLC
DECREASED
Shares483,549 from 795,536
Change-311,987 (-39%)
Value$29.7M (-$12.5M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares482,371 from 449,939
Change+32,432 (+7%)
Value$29.7M (+$5.8M)
Filed 2026-11-02
Stonebridge Financial Group, LLC
NEW
Shares451,683
Change+451,683
Value$27.8M
Filed 2026-10-01
Focus Financial Network, Inc.
INCREASED
Shares440,388 from 109,738
Change+330,650 (+301%)
Value$27.1M (+$21.3M)
Filed 2026-10-14
Eastern Bank
INCREASED
Shares436,385 from 6,732
Change+429,653 (+6382%)
Value$26.8M (+$26.5M)
Filed 2026-10-05
CoreCap Advisors, LLC
INCREASED
Shares421,325 from 364,481
Change+56,844 (+16%)
Value$25.9M (+$6.6M)
Filed 2026-10-08
Ferguson Wellman Capital Management, Inc
DECREASED
Shares414,688 from 421,453
Change-6,765 (-2%)
Value$25.5M (+$3.1M)
Filed 2026-10-05
Trust Asset Management LLC
DECREASED
Shares403,884 from 404,235
Change-351 (0%)
Value$24.8M (+$3.4M)
Filed 2026-11-03
Angeles Investment Advisors, LLC
NEW
Shares389,000
Change+389,000
Value$23.9M
Filed 2026-10-22
Howland Capital Management LLC
INCREASED
Shares377,627 from 309,943
Change+67,684 (+22%)
Value$23.2M (+$6.8M)
Filed 2026-10-22
Professional Advisory Services Inc
NEW
Shares374,358
Change+374,358
Value$23.0K
Filed 2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares370,974 from 414,027
Change-43,053 (-10%)
Value$22.8M (+$825.9K)
Filed 2026-11-03
Mufg Bank, Ltd.
DECREASED
Shares370,000 from 2,191,000
Change-1,821,000 (-83%)
Value$22.8M (-$93.6M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares366,670 from 331,212
Change+35,458 (+11%)
Value$23.6M (+$5.6M)
Filed 2026-10-13
Pittenger & Anderson Inc
DECREASED
Shares353,224 from 353,324
Change-100 (0%)
Value$21.7M (+$3.0M)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
DECREASED
Shares350,359 from 360,834
Change-10,475 (-3%)
Value$21.5M (+$2.4M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares346,885 from 287,631
Change+59,254 (+21%)
Value$21.3M (+$6.1M)
Filed 2026-10-20
Oppenheimer Asset Management Inc.
INCREASED
Shares346,613 from 183,465
Change+163,148 (+89%)
Value$21.3M (+$11.6M)
Filed 2026-10-27
SP Asset Management LLC
DECREASED
Shares343,392 from 344,316
Change-924 (0%)
Value$21.1M (+$2.8M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares338,591 from 356,593
Change-18,002 (-5%)
Value$20.8M (+$1.9M)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares331,969 from 420,932
Change-88,963 (-21%)
Value$20.4M (-$1.9M)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares329,191 from 318,444
Change+10,747 (+3%)
Value$20.2M (+$3.3M)
Filed 2026-10-28
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
NEW
Shares318,000
Change+318,000
Value$19.6M
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares316,880 from 343,880
Change-27,000 (-8%)
Value$19.5K (-$18.2M)
Filed 2026-10-26
Blume Capital Management, Inc.
DECREASED
Shares305,076 from 308,691
Change-3,615 (-1%)
Value$18.8M (+$2.4M)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares302,324 from 239,479
Change+62,845 (+26%)
Value$18.6M (+$5.9M)
Filed 2026-11-03
RED Cedar Investment Management, LLC
UNCHANGED
Shares289,711 from 289,711
Change0 (0%)
Value$17.8M (+$2.4M)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares279,100 from 284,961
Change-5,861 (-2%)
Value$17.2M (+$2.0M)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares277,138 from 268,791
Change+8,347 (+3%)
Value$17.0M (+$2.8M)
Filed 2026-10-15
Blair William & Co
INCREASED
Shares268,153 from 264,098
Change+4,055 (+2%)
Value$16.5M (+$2.5M)
Filed 2026-11-10
Grove Bank & Trust
INCREASED
Shares261,706 from 129,408
Change+132,298 (+102%)
Value$16.1M (+$9.2M)
Filed 2026-10-08
Trek Financial, LLC
DECREASED
Shares247,998 from 262,918
Change-14,920 (-6%)
Value$15.3M (+$1.3M)
Filed 2026-10-29
Steele Capital Management, Inc.
DECREASED
Shares246,182 from 259,203
Change-13,021 (-5%)
Value$15.1M (+$1.4M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares245,618 from 255,960
Change-10,342 (-4%)
Value$15.1M (+$1.5M)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares244,862 from 244,158
Change+704 (+0%)
Value$15.1M (+$2.1M)
Filed 2026-10-09
Vontobel Holding Ltd.
INCREASED
Shares236,216 from 196,467
Change+39,749 (+20%)
Value$14.5M (+$4.1M)
Filed 2026-10-16
Solitude Financial Services
DECREASED
Shares234,959 from 237,235
Change-2,276 (-1%)
Value$14.4M (+$1.9M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares233,354 from 204,092
Change+29,262 (+14%)
Value$14.4M (+$3.5M)
Filed 2026-11-03
Tamar Securities, LLC
INCREASED
Shares231,929 from 209,693
Change+22,236 (+11%)
Value$14.3M (+$3.1M)
Filed 2026-11-03
Mizuho Markets Americas LLC
INCREASED
Shares227,435 from 144,169
Change+83,266 (+58%)
Value$14.0M (+$6.3M)
Filed 2026-11-09
Whitcomb & Hess, Inc.
DECREASED
Shares223,875 from 225,353
Change-1,478 (-1%)
Value$13.8M (+$1.8M)
Filed 2026-10-07
Confluence Investment Management LLC
DECREASED
Shares222,142 from 230,673
Change-8,531 (-4%)
Value$13.7M (+$1.4M)
Filed 2026-10-01
MGO One Seven LLC
INCREASED
Shares221,959 from 220,695
Change+1,264 (+1%)
Value$13.7M (+$1.9M)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
INCREASED
Shares221,777 from 215,021
Change+6,756 (+3%)
Value$13.6M (+$2.2M)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares213,664 from 214,970
Change-1,306 (-1%)
Value$13.1M (+$1.7M)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares213,417 from 209,278
Change+4,139 (+2%)
Value$13.1M (+$2.0M)
Filed 2026-10-28
Horizon Wealth Management, LLC
NEW
Shares208,122
Change+208,122
Value$12.8M
Filed 2026-11-02
Keybank National Association
DECREASED
Shares207,569 from 208,089
Change-520 (0%)
Value$12.8M (+$1.7M)
Filed 2026-11-04
Cercano Management LLC
INCREASED
Shares201,894 from 148,672
Change+53,222 (+36%)
Value$12.4M (+$4.5M)
Filed 2026-11-10
Crescent Grove Advisors, LLC
DECREASED
Shares200,909 from 201,640
Change-731 (0%)
Value$12.4M (+$1.6M)
Filed 2026-10-21
First Interstate Bank
DECREASED
Shares199,783 from 206,153
Change-6,370 (-3%)
Value$12.3M (+$1.3M)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares197,936 from 176,610
Change+21,326 (+12%)
Value$12.2M (+$2.8M)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares196,843 from 207,527
Change-10,684 (-5%)
Value$12.1M (+$1.1M)
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares194,668 from 168,340
Change+26,328 (+16%)
Value$13.3M (+$3.5M)
Filed 2026-10-19
Sollinda Capital Management LLC
DECREASED
Shares193,882 from 216,098
Change-22,216 (-10%)
Value$11.9M (+$446.8K)
Filed 2026-11-09
NTV Asset Management LLC
DECREASED
Shares191,531 from 196,871
Change-5,340 (-3%)
Value$11.8M (+$1.3M)
Filed 2026-10-23
Q3 Asset Management
NEW
Shares191,078
Change+191,078
Value$12.2K
Filed 2026-11-06
Ted Buchan & Co
INCREASED
Shares189,767 from 187,481
Change+2,286 (+1%)
Value$11.7M (+$1.7M)
Filed 2026-10-23
Lake Hills Wealth Management, LLC
INCREASED
Shares188,565 from 184,271
Change+4,294 (+2%)
Value$11.6M (+$1.8M)
Filed 2026-10-07
Decker Retirement Planning Inc.
DECREASED
Shares188,122 from 228,903
Change-40,781 (-18%)
Value$11.6M (-$587.5K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares185,027 from 186,006
Change-979 (-1%)
Value$11.4M (+$1.5M)
Filed 2026-11-05
Madrona Financial Services, LLC
INCREASED
Shares184,199 from 183,490
Change+709 (+0%)
Value$11.3M (+$1.6M)
Filed 2026-10-23
Busey Bank
DECREASED
Shares183,617 from 187,335
Change-3,718 (-2%)
Value$11.3M (+$1.3M)
Filed 2026-10-26
FMR LLC
INCREASED
Shares183,606 from 176,838
Change+6,768 (+4%)
Value$11.3M (+$1.9M)
Filed 2026-11-10
Avalon Capital Management
INCREASED
Shares181,859 from 56,795
Change+125,064 (+220%)
Value$11.2M (+$8.2M)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares179,430 from 179,688
Change-258 (0%)
Value$11.0M (+$1.5M)
Filed 2026-11-06
Biltmore Wealth Management, LLC
DECREASED
Shares176,926 from 179,193
Change-2,267 (-1%)
Value$10.9M (+$1.4M)
Filed 2026-10-09
BAR Harbor Wealth Management
INCREASED
Shares176,196 from 174,918
Change+1,278 (+1%)
Value$10.8M (+$1.5M)
Filed 2026-10-21
Continuum Wealth Advisors, LLC
INCREASED
Shares174,985 from 161,345
Change+13,640 (+8%)
Value$10.8M (+$2.2M)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares171,009 from 161,986
Change+9,023 (+6%)
Value$11.3M (+$2.7M)
Filed 2026-10-13
AlTi Global, Inc.
INCREASED
Shares170,890 from 146,918
Change+23,972 (+16%)
Value$10.5M (+$2.7M)
Filed 2026-11-09
Lido Advisors, LLC
INCREASED
Shares169,132 from 156,284
Change+12,848 (+8%)
Value$10.4M (+$2.1M)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares167,339 from 167,860
Change-521 (0%)
Value$10.3M (+$1.4M)
Filed 2026-11-04
Toth Financial Advisory Corp
DECREASED
Shares167,068 from 182,863
Change-15,795 (-9%)
Value$10.3M (+$562.8K)
Filed 2026-10-08
ACT Wealth Management, LLC
INCREASED
Shares165,561 from 157,572
Change+7,989 (+5%)
Value$10.2M (+$1.8M)
Filed 2026-10-09
Chemung Canal Trust Co
DECREASED
Shares165,267 from 167,908
Change-2,641 (-2%)
Value$10.2M (+$1.2M)
Filed 2026-11-04
Warwick Investment Management, Inc.
INCREASED
Shares163,344 from 162,692
Change+652 (+0%)
Value$10.0M (+$1.4M)
Filed 2026-10-19
Fourpath Capital Management, LLC
DECREASED
Shares160,829 from 311,357
Change-150,528 (-48%)
Value$9.9M (-$6.6M)
Filed 2026-10-19
WBH Advisory Inc
DECREASED
Shares158,700 from 168,827
Change-10,127 (-6%)
Value$9.8M (+$793.7K)
Filed 2026-11-05
Fagan Associates, Inc.
DECREASED
Shares157,711 from 158,083
Change-372 (0%)
Value$9.7M (+$1.3M)
Filed 2026-10-13
Scotia Capital Inc.
INCREASED
Shares155,803 from 111,544
Change+44,259 (+40%)
Value$9.6M (+$3.7M)
Filed 2026-11-10
Oppenheimer & Co Inc
DECREASED
Shares151,794 from 251,924
Change-100,130 (-40%)
Value$9.3M (-$4.0M)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares149,912 from 157,801
Change-7,889 (-5%)
Value$9.2M (+$847.7K)
Filed 2026-10-23
Lighthouse Financial Services Inc
DECREASED
Shares148,917 from 149,552
Change-635 (0%)
Value$9.2M (+$1.3M)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares148,522 from 148,671
Change-149 (0%)
Value$9.1M (+$1.2M)
Filed 2026-10-16
Hollow Brook Wealth Management LLC
UNCHANGED
Shares147,312 from 147,312
Change0 (0%)
Value$9.1M (+$1.2M)
Filed 2026-10-29
IMZ Advisory Inc
INCREASED
Shares145,830 from 134,485
Change+11,345 (+8%)
Value$9.0M (+$1.8M)
Filed 2026-11-03
CVS Health Corp
NEW
Shares145,000
Change+145,000
Value$8.9M
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares144,932 from 146,911
Change-1,979 (-1%)
Value$8.9M (+$1.1M)
Filed 2026-10-20
Simon Quick Advisors, LLC
DECREASED
Shares144,333 from 176,958
Change-32,625 (-18%)
Value$8.9M (-$521.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares143,917 from 154,804
Change-10,887 (-7%)
Value$8.9M (+$629.1K)
Filed 2026-10-08
Baker Avenue Asset Management, LP
DECREASED
Shares143,699 from 173,815
Change-30,116 (-17%)
Value$8.8M (-$393.8K)
Filed 2026-11-06
Kessler Investment Group, LLC
INCREASED
Shares140,170 from 6,980
Change+133,190 (+1908%)
Value$8.6M (+$8.2M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares139,110 from 133,842
Change+5,268 (+4%)
Value$8.6M (+$1.4M)
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares138,270 from 128,162
Change+10,108 (+8%)
Value$8.5M (+$1.7M)
Filed 2026-11-09
Riggs Asset Managment Co. Inc.
INCREASED
Shares138,157 from 82,065
Change+56,092 (+68%)
Value$8.5M (+$4.1M)
Filed 2026-11-05
Encompass More Asset Management
INCREASED
Shares136,912 from 77,699
Change+59,213 (+76%)
Value$8.4M (+$4.3M)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares136,650 from 158,410
Change-21,760 (-14%)
Value$8.4M (-$9.2K)
Filed 2026-10-28
Western Wealth Management, LLC
INCREASED
Shares134,487 from 106,921
Change+27,566 (+26%)
Value$8.3M (+$2.6M)
Filed 2026-11-09
Magnus Financial Group LLC
INCREASED
Shares134,458 from 125,791
Change+8,667 (+7%)
Value$8.3M (+$1.6M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares133,439 from 123,795
Change+9,644 (+8%)
Value$8.4M (+$1.8M)
Filed 2026-11-04
Rockport Wealth LLC
INCREASED
Shares132,925 from 97,104
Change+35,821 (+37%)
Value$8.2M (+$3.0M)
Filed 2026-11-03
Traynor Capital Management, Inc.
DECREASED
Shares132,233 from 132,831
Change-598 (0%)
Value$8.1M (+$1.1M)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares131,860 from 133,558
Change-1,698 (-1%)
Value$8.1M (+$1.0M)
Filed 2026-11-05
King Wealth Management Group
INCREASED
Shares131,645 from 131,503
Change+142 (+0%)
Value$8.1K (-$7.0M)
Filed 2026-11-09
Signal Advisors Wealth, LLC
INCREASED
Shares128,672 from 98,704
Change+29,968 (+30%)
Value$7.9M (+$2.7M)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares126,451 from 4,487
Change+121,964 (+2718%)
Value$7.8M (+$7.5M)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares125,868 from 125,837
Change+31 (+0%)
Value$7.5K (-$6.7M)
Filed 2026-11-02
Point Nemo Capital, LLC
INCREASED
Shares125,281 from 90,131
Change+35,150 (+39%)
Value$7.7M (+$2.9M)
Filed 2026-11-03
3Edge Asset Management, LP
INCREASED
Shares124,064 from 100,452
Change+23,612 (+24%)
Value$7.6M (+$2.3M)
Filed 2026-10-30
Parsons Capital Management Inc
DECREASED
Shares123,368 from 123,605
Change-237 (0%)
Value$7.6M (+$1.0M)
Filed 2026-10-28
Financial Enhancement Group LLC
DECREASED
Shares123,240 from 142,533
Change-19,293 (-14%)
Value$7.8M (+$238.6K)
Filed 2026-10-08
Fluent Financial, LLC
NEW
Shares123,143
Change+123,143
Value$7.6M
Filed 2026-10-13
Miramontes Capital, LLC
INCREASED
Shares122,089 from 120,802
Change+1,287 (+1%)
Value$7.5M (+$1.1M)
Filed 2026-10-19
Enclave Advisors LLC
INCREASED
Shares121,184 from 119,936
Change+1,248 (+1%)
Value$7.5M (+$1.1M)
Filed 2026-10-14
Clear Creek Financial Management, LLC
INCREASED
Shares117,792 from 15,622
Change+102,170 (+654%)
Value$7.2M (+$6.4M)
Filed 2026-10-28
Financial Freedom, LLC
DECREASED
Shares116,941 from 118,822
Change-1,881 (-2%)
Value$7.2M (+$881.2K)
Filed 2026-11-06
GW Henssler & Associates LTD
UNCHANGED
Shares116,556 from 116,556
Change0 (0%)
Value$7.2M (+$977.9K)
Filed 2026-10-26
Algorithmic Investment Models, LLC
DECREASED
Shares115,582 from 120,252
Change-4,670 (-4%)
Value$7.1M (+$721.7K)
Filed 2026-11-04
Ameraudi Asset Management, Inc.
INCREASED
Shares115,307 from 54,834
Change+60,473 (+110%)
Value$7.1M (+$4.2M)
Filed 2026-11-05
Keystone Global Partners, LLC
INCREASED
Shares114,867 from 69,655
Change+45,212 (+65%)
Value$7.1M (+$3.4M)
Filed 2026-10-13
BOS Asset Management, LLC
INCREASED
Shares113,418 from 112,437
Change+981 (+1%)
Value$7.0M (+$1.0M)
Filed 2026-10-09
Evergreen Capital Management LLC
INCREASED
Shares112,501 from 111,302
Change+1,199 (+1%)
Value$6.9M (+$1.0M)
Filed 2026-10-23
Investors Research Corp
DECREASED
Shares110,858 from 112,616
Change-1,758 (-2%)
Value$6.8M (+$836.7K)
Filed 2026-10-07
Canton Hathaway, LLC
INCREASED
Shares110,825 from 99,060
Change+11,765 (+12%)
Value$6.8M (+$1.6M)
Filed 2026-10-23
Sterling Investment Management, LLC
DECREASED
Shares110,394 from 117,244
Change-6,850 (-6%)
Value$6.8M (+$562.4K)
Filed 2026-10-16
Geneos Wealth Management Inc.
INCREASED
Shares109,608 from 64,218
Change+45,390 (+71%)
Value$6.7M (+$3.3M)
Filed 2026-11-09
Brookstone Capital Management
DECREASED
Shares108,845 from 108,941
Change-96 (0%)
Value$6.7M (+$908.1K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares108,529 from 95,238
Change+13,291 (+14%)
Value$6.7M (+$1.6M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares107,630 from 103,591
Change+4,039 (+4%)
Value$6.6M (+$1.1M)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares107,536 from 131,395
Change-23,859 (-18%)
Value$6.6M (-$365.0K)
Filed 2026-11-09
VAN Strum & Towne Inc.
INCREASED
Shares107,226 from 105,656
Change+1,570 (+1%)
Value$6.6M (+$983.0K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares105,031 from 90,081
Change+14,950 (+17%)
Value$6.5M (+$1.7M)
Filed 2026-11-05
McCollum Christoferson Group LLC
DECREASED
Shares104,478 from 104,978
Change-500 (0%)
Value$6.4M (+$850.0K)
Filed 2026-10-13
Clear Wave Wealth Management LLC
DECREASED
Shares103,965 from 110,009
Change-6,044 (-5%)
Value$6.4M (+$551.3K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares103,631 from 102,010
Change+1,621 (+2%)
Value$6.4M (+$955.6K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares103,469 from 172,618
Change-69,149 (-40%)
Value$7.2M (-$1.9M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares103,075 from 89,292
Change+13,783 (+15%)
Value$6.3M (+$1.6M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares102,321 from 101,332
Change+989 (+1%)
Value$6.3M (+$911.0K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares100,970 from 99,434
Change+1,536 (+2%)
Value$6.2M (+$928.7K)
Filed 2026-11-04
Variant Private Wealth, LLC
INCREASED
Shares100,734 from 53,573
Change+47,161 (+88%)
Value$6.2M (+$3.3M)
Filed 2026-10-21
Rise Advisors, LLC
INCREASED
Shares99,826 from 97,371
Change+2,455 (+3%)
Value$6.1M (+$967.9K)
Filed 2026-10-16
Telos Capital Management, Inc.
INCREASED
Shares99,651 from 98,251
Change+1,400 (+1%)
Value$6.1M (+$910.4K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares99,195 from 83,698
Change+15,497 (+19%)
Value$6.1M (+$1.7M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares98,950 from 175,246
Change-76,296 (-44%)
Value$6.1M (-$3.2M)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares98,581 from 101,817
Change-3,236 (-3%)
Value$6.1M (+$655.2K)
Filed 2026-11-03
AMI Investment Management Inc
DECREASED
Shares98,025 from 98,137
Change-112 (0%)
Value$6.0M (+$816.5K)
Filed 2026-10-27
Camelot Technology Advisors, Inc.
DECREASED
Shares97,377 from 103,811
Change-6,434 (-6%)
Value$6.0M (+$475.3K)
Filed 2026-10-09
CWA Asset Management Group, LLC
INCREASED
Shares97,213 from 95,331
Change+1,882 (+2%)
Value$6.0M (+$915.5K)
Filed 2026-10-19
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares96,624 from 96,624
Change0 (0%)
Value$5.9M (+$810.7K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
DECREASED
Shares96,159 from 100,666
Change-4,507 (-4%)
Value$5.9M (+$567.4K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares94,888 from 95,113
Change-225 (0%)
Value$5.8M (+$784.2K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares94,750 from 89,040
Change+5,710 (+6%)
Value$5.8M (+$1.1M)
Filed 2026-10-23
Evolution Wealth Advisors, LLC
DECREASED
Shares94,478 from 97,200
Change-2,722 (-3%)
Value$5.8M (+$648.1K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares93,287 from 57,355
Change+35,932 (+63%)
Value$5.8M (+$2.8M)
Filed 2026-10-16
Crumly & Associates Inc.
INCREASED
Shares92,587 from 90,826
Change+1,761 (+2%)
Value$5.7M (+$870.3K)
Filed 2026-10-07
LS Investment Advisors, LLC
DECREASED
Shares92,093 from 96,956
Change-4,863 (-5%)
Value$5.7M (+$514.4K)
Filed 2026-10-13
Allworth Financial LP
DECREASED
Shares91,998 from 93,149
Change-1,151 (-1%)
Value$4.9M (-$61.1K)
Filed 2026-11-06
Thor Trading Advisors, LLC
INCREASED
Shares91,881 from 51,086
Change+40,795 (+80%)
Value$5.7M (+$2.9M)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares91,543 from 66,481
Change+25,062 (+38%)
Value$5.6M (+$2.1M)
Filed 2026-11-09
Hall Capital Management Co Inc
DECREASED
Shares91,225 from 92,376
Change-1,151 (-1%)
Value$5.6M (+$704.2K)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares91,158 from 76,952
Change+14,206 (+18%)
Value$5.6M (+$1.5M)
Filed 2026-10-23
Focus Wealth Advisors, LLC
DECREASED
Shares89,682 from 92,091
Change-2,409 (-3%)
Value$5.5M (+$624.4K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares89,539 from 84,003
Change+5,536 (+7%)
Value$5.5M (+$1.0M)
Filed 2026-11-05
Fisher Asset Management, LLC
DECREASED
Shares88,273 from 124,937
Change-36,664 (-29%)
Value$5.4M (-$1.2M)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares88,097 from 78,073
Change+10,024 (+13%)
Value$5.4M (+$1.3M)
Filed 2026-10-27
MRA Advisory Group
INCREASED
Shares87,995 from 83,685
Change+4,310 (+5%)
Value$5.4M (+$967.2K)
Filed 2026-10-07
Accurate Wealth Management, LLC
INCREASED
Shares87,831 from 7,076
Change+80,755 (+1141%)
Value$5.9M (+$5.5M)
Filed 2026-10-20
Compass Wealth Management, LLC
INCREASED
Shares85,828 from 82,385
Change+3,443 (+4%)
Value$5.3M (+$903.0K)
Filed 2026-10-30
Associated Banc-Corp
INCREASED
Shares85,774 from 84,533
Change+1,241 (+1%)
Value$5.3M (+$785.6K)
Filed 2026-10-30
Vista Finance, LLC
NEW
Shares85,619
Change+85,619
Value$5.3M
Filed 2026-10-23
Collaborative Capital Advisors LLC
INCREASED
Shares84,948 from 71,648
Change+13,300 (+19%)
Value$5.2M (+$1.4M)
Filed 2026-11-06
Ironwood Wealth Management, Inc.
DECREASED
Shares84,579 from 84,594
Change-15 (0%)
Value$5.5M (+$880.5K)
Filed 2026-10-14
Bellwether Advisors, LLC
DECREASED
Shares84,415 from 186,936
Change-102,521 (-55%)
Value$5.2M (-$4.7M)
Filed 2026-11-09
Guardian Partners Inc.
NEW
Shares84,200
Change+84,200
Value$5.2M
Filed 2026-10-21
KMG Fiduciary Partners, LLC
DECREASED
Shares84,182 from 86,492
Change-2,310 (-3%)
Value$5.2M (+$583.6K)
Filed 2026-10-14
Lowe Brockenbrough & Co Inc
INCREASED
Shares83,766 from 82,336
Change+1,430 (+2%)
Value$5.2M (+$778.7K)
Filed 2026-11-09
Stockman Wealth Management, Inc.
DECREASED
Shares83,588 from 85,994
Change-2,406 (-3%)
Value$5.1M (+$573.6K)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares83,441 from 70,096
Change+13,345 (+19%)
Value$5.1M (+$1.4M)
Filed 2026-10-23
IronBridge Private Wealth, LLC
NEW
Shares83,086
Change+83,086
Value$5.1M
Filed 2026-11-03
Grand Central Investment Group
INCREASED
Shares81,766 from 81,436
Change+330 (+0%)
Value$5.0M (+$703.5K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares81,478 from 24,617
Change+56,861 (+231%)
Value$5.0M (+$3.7M)
Filed 2026-10-13
Corecam Pte. Ltd.
DECREASED
Shares81,250 from 107,050
Change-25,800 (-24%)
Value$5.0M (-$691.8K)
Filed 2026-10-23
Financial Guidance Group, Inc.
DECREASED
Shares81,175 from 82,447
Change-1,272 (-2%)
Value$5.0M (+$613.5K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares81,067 from 81,285
Change-218 (0%)
Value$5.0M (+$661.7K)
Filed 2026-11-05
Matrix Trust Co
INCREASED
Shares80,985 from 78,743
Change+2,242 (+3%)
Value$5.0K (+$799)
Filed 2026-10-07
Pinnacle Associates LTD
DECREASED
Shares80,812 from 81,368
Change-556 (-1%)
Value$5.0M (+$648.5K)
Filed 2026-10-20
Washington Growth Strategies LLC
UNCHANGED
Shares80,265 from 80,265
Change0 (0%)
Value$4.9M (+$673.4K)
Filed 2026-10-19
CWC Advisors, Llc.
INCREASED
Shares79,536 from 79,149
Change+387 (+0%)
Value$4.9M (+$687.9K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
INCREASED
Shares78,616 from 76,024
Change+2,592 (+3%)
Value$4.8M (+$797.3K)
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares78,426 from 78,164
Change+262 (+0%)
Value$4.8K (-$4.1M)
Filed 2026-10-22
United Bank
INCREASED
Shares78,057 from 78,025
Change+32 (+0%)
Value$4.8M (+$656.6K)
Filed 2026-11-06
Winthrop Capital Management, LLC
DECREASED
Shares78,056 from 82,707
Change-4,651 (-6%)
Value$4.8M (+$407.5K)
Filed 2026-11-05
Theory Financial LLC
NEW
Shares77,399
Change+77,399
Value$4.8M
Filed 2026-11-09
Massachusetts Wealth Management
DECREASED
Shares77,211 from 78,541
Change-1,330 (-2%)
Value$4.7M (+$577.2K)
Filed 2026-10-21
Independence Wealth Advisors, LLC
INCREASED
Shares77,032 from 76,512
Change+520 (+1%)
Value$4.7M (+$673.5K)
Filed 2026-10-29
Eddie Patel Inc
DECREASED
Shares76,149 from 85,920
Change-9,771 (-11%)
Value$4.7M (+$120.0K)
Filed 2026-11-02
High Note Wealth, LLC
DECREASED
Shares76,090 from 78,148
Change-2,058 (-3%)
Value$4.7M (+$529.1K)
Filed 2026-10-27
Innealta Capital, LLC
INCREASED
Shares75,848 from 75,787
Change+61 (+0%)
Value$4.7M (+$639.6K)
Filed 2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED
Shares75,824 from 50,824
Change+25,000 (+49%)
Value$4.7K (+$2.0K)
Filed 2026-10-08
Crestwood Advisors Group, LLC
DECREASED
Shares75,763 from 77,316
Change-1,553 (-2%)
Value$4.7M (+$552.5K)
Filed 2026-10-27
Salomon & Ludwin, LLC
INCREASED
Shares75,762 from 74,585
Change+1,177 (+2%)
Value$4.7M (+$699.9K)
Filed 2026-10-29
GFS Advisors, LLC
INCREASED
Shares75,610 from 65,910
Change+9,700 (+15%)
Value$4.7M (+$4.6M)
Filed 2026-11-03
Measured Wealth Private Client Group, LLC
INCREASED
Shares75,470 from 70,983
Change+4,487 (+6%)
Value$4.6M (+$871.5K)
Filed 2026-11-10
Integrated Advisors Network LLC
DECREASED
Shares75,402 from 102,396
Change-26,994 (-26%)
Value$4.6M (-$801.0K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares74,638 from 69,587
Change+5,051 (+7%)
Value$4.6M (+$894.5K)
Filed 2026-10-28
Castellan Group
INCREASED
Shares74,581 from 71,851
Change+2,730 (+4%)
Value$4.6M (+$770.7K)
Filed 2026-10-19
Northland Securities, Inc.
INCREASED
Shares73,212 from 73,048
Change+164 (+0%)
Value$4.5M (+$623.0K)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares73,179 from 58,591
Change+14,588 (+25%)
Value$4.5M (+$1.4M)
Filed 2026-10-13
Tucker Asset Management LLC
DECREASED
Shares73,134 from 92,467
Change-19,333 (-21%)
Value$4.5M (-$413.2K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares72,529 from 73,811
Change-1,282 (-2%)
Value$4.5M (+$540.4K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares72,170 from 63,963
Change+8,207 (+13%)
Value$4.4M (+$1.0M)
Filed 2026-10-20
Money Concepts Capital Corp
DECREASED
Shares71,700 from 77,227
Change-5,527 (-7%)
Value$4.4M (+$308.0K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
INCREASED
Shares71,597 from 64,338
Change+7,259 (+11%)
Value$4.4M (+$986.2K)
Filed 2026-10-16
Shaker Investments LLC
INCREASED
Shares71,089 from 70,976
Change+113 (+0%)
Value$4.4M (+$602.5K)
Filed 2026-11-05
Advisory Solutions Group, LLC
DECREASED
Shares70,309 from 76,885
Change-6,576 (-9%)
Value$4.3M (+$240.7K)
Filed 2026-10-14
Innova Wealth Partners
DECREASED
Shares70,292 from 74,336
Change-4,044 (-5%)
Value$4.3M (+$375.0K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares69,731 from 65,082
Change+4,649 (+7%)
Value$4.3M (+$831.9K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares69,038 from 67,002
Change+2,036 (+3%)
Value$4.2M (+$687.3K)
Filed 2026-10-16
Lee Financial Co
DECREASED
Shares68,885 from 78,982
Change-10,097 (-13%)
Value$4.2M (+$41.7K)
Filed 2026-10-16
Investment Advisory Services Inc
INCREASED
Shares68,416 from 65,153
Change+3,263 (+5%)
Value$4.2M (+$747.3K)
Filed 2026-10-27
Hansen & Associates Financial Group, Inc.
DECREASED
Shares68,407 from 73,290
Change-4,883 (-7%)
Value$4.5M (+$569.0K)
Filed 2026-11-09
Savant Capital, LLC
DECREASED
Shares68,372 from 117,435
Change-49,063 (-42%)
Value$4.2M (-$2.5M)
Filed 2026-11-06
SWS Partners
DECREASED
Shares67,669 from 73,240
Change-5,571 (-8%)
Value$4.2M (+$271.9K)
Filed 2026-10-26
AlphaStar Capital Management, LLC
INCREASED
Shares66,324 from 63,208
Change+3,116 (+5%)
Value$4.1M (+$721.9K)
Filed 2026-10-16
Beaumont Asset Management, L.L.C.
INCREASED
Shares66,263 from 65,097
Change+1,166 (+2%)
Value$4.1M (+$617.9K)
Filed 2026-10-16
Solstein Capital, LLC
INCREASED
Shares65,991 from 65,781
Change+210 (+0%)
Value$4.1M (+$564.8K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares65,921 from 68,082
Change-2,161 (-3%)
Value$4.1M (+$438.4K)
Filed 2026-10-23
Oasis Advisors, LLC
INCREASED
Shares65,678 from 34,450
Change+31,228 (+91%)
Value$4.0M (+$2.2M)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares65,338 from 65,179
Change+159 (+0%)
Value$4.0M (+$556.6K)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares65,314 from 75,423
Change-10,109 (-13%)
Value$4.0M (+$11.3K)
Filed 2026-10-30
HMS Capital Management, LLC
DECREASED
Shares65,172 from 66,197
Change-1,025 (-2%)
Value$4.0M (+$492.3K)
Filed 2026-10-20
West Financial Advisors, LLC
DECREASED
Shares64,961 from 69,771
Change-4,810 (-7%)
Value$4.0M (+$289.6K)
Filed 2026-10-22
Zullo Investment Group, Inc.
INCREASED
Shares64,894 from 64,112
Change+782 (+1%)
Value$4.0M (+$586.0K)
Filed 2026-10-20
Fosun International Ltd
INCREASED
Shares64,520 from 8,000
Change+56,520 (+707%)
Value$4.0M (+$3.5M)
Filed 2026-11-10
Resonant Capital Advisors, LLC
DECREASED
Shares63,213 from 64,145
Change-932 (-1%)
Value$3.9M (+$480.9K)
Filed 2026-10-15
Southern Capital Services Inc
DECREASED
Shares63,198 from 72,395
Change-9,197 (-13%)
Value$3.9M (+$41.8K)
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares62,719 from 63,142
Change-423 (-1%)
Value$3.9M (+$503.7K)
Filed 2026-10-15
Vaughan David Investments LLC
INCREASED
Shares62,711 from 54,712
Change+7,999 (+15%)
Value$3.9K (-$2.9M)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares62,570 from 65,259
Change-2,689 (-4%)
Value$3.8M (+$382.2K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares62,569 from 60,868
Change+1,701 (+3%)
Value$3.8M (+$615.3K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares62,478 from 70,420
Change-7,942 (-11%)
Value$3.8M (+$104.9K)
Filed 2026-10-30
Edgestream Partners, L.P.
INCREASED
Shares62,302 from 22,339
Change+39,963 (+179%)
Value$3.8M (+$2.6M)
Filed 2026-11-10
Rockland Trust Co
DECREASED
Shares62,097 from 63,561
Change-1,464 (-2%)
Value$3.8M (+$443.2K)
Filed 2026-10-05
Pine Valley Investments Ltd Liability Co
DECREASED
Shares61,727 from 61,794
Change-67 (0%)
Value$3.8M (+$514.4K)
Filed 2026-11-09
Uptick Partners, LLC
INCREASED
Shares61,698 from 59,546
Change+2,152 (+4%)
Value$3.8M (+$631.9K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
INCREASED
Shares61,677 from 52,062
Change+9,615 (+18%)
Value$3.8M (+$1.0M)
Filed 2026-10-13
Buska Wealth Management, LLC
DECREASED
Shares60,977 from 108,127
Change-47,150 (-44%)
Value$3.8M (-$2.0M)
Filed 2026-10-08
Joel Isaacson & Co., LLC
INCREASED
Shares60,677 from 59,701
Change+976 (+2%)
Value$3.7M (+$560.9K)
Filed 2026-11-05
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares60,588 from 60,038
Change+550 (+1%)
Value$3.7M (+$537.5K)
Filed 2026-10-19
Trust Co of Oklahoma
DECREASED
Shares60,375 from 62,685
Change-2,310 (-4%)
Value$3.7M (+$383.9K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares60,181 from 57,924
Change+2,257 (+4%)
Value$3.7K (+$625)
Filed 2026-10-27
Aspen Investment Management Inc
INCREASED
Shares59,965 from 59,349
Change+616 (+1%)
Value$3.7K (+$536)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares59,910 from 60,805
Change-895 (-1%)
Value$3.7M (+$455.1K)
Filed 2026-10-22
Foronjy Financial LLC
DECREASED
Shares59,656 from 64,330
Change-4,674 (-7%)
Value$3.7M (+$252.3K)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares59,280 from 59,269
Change+11 (+0%)
Value$3.6M (+$502.7K)
Filed 2026-10-19
Herbst Group, LLC
INCREASED
Shares59,226 from 58,808
Change+418 (+1%)
Value$3.6M (+$519.1K)
Filed 2026-10-20
Westside Investment Management, Inc.
DECREASED
Shares58,713 from 59,294
Change-581 (-1%)
Value$3.6M (+$471.9K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares58,613 from 56,717
Change+1,896 (+3%)
Value$3.6M (+$592.5K)
Filed 2026-10-23
Symmetry Partners, LLC
INCREASED
Shares58,576 from 53,921
Change+4,655 (+9%)
Value$3.6M (+$738.7K)
Filed 2026-10-27
Capstone Wealth Management Group, Inc.
DECREASED
Shares58,367 from 58,866
Change-499 (-1%)
Value$3.6M (+$463.2K)
Filed 2026-10-19
CMG Global Holdings, LLC
INCREASED
Shares58,274 from 57,780
Change+494 (+1%)
Value$3.6M (+$515.2K)
Filed 2026-10-14
Sutton Place Investors LLC
INCREASED
Shares57,958 from 57,635
Change+323 (+1%)
Value$3.6M (+$503.4K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares57,940 from 79,827
Change-21,887 (-27%)
Value$3.6M (-$676.3K)
Filed 2026-10-27
David Kennon Inc
INCREASED
Shares57,932 from 57,428
Change+504 (+1%)
Value$3.6M (+$512.8K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares57,784 from 57,587
Change+197 (+0%)
Value$3.6M (+$495.3K)
Filed 2026-11-05
First Nebraska Trust Co
DECREASED
Shares57,767 from 58,563
Change-796 (-1%)
Value$3.6M (+$442.4K)
Filed 2026-10-30
McGuire Investment Group, LLC
INCREASED
Shares56,832 from 55,689
Change+1,143 (+2%)
Value$3.5M (+$537.5K)
Filed 2026-10-23
Midwest Professional Planners, Ltd.
NEW
Shares56,282
Change+56,282
Value$3.5M
Filed 2026-10-29
Valicenti Advisory Services Inc
DECREASED
Shares56,130 from 58,710
Change-2,580 (-4%)
Value$3.5K (+$334)
Filed 2026-10-23
Washington Trust Co
DECREASED
Shares55,954 from 57,998
Change-2,044 (-4%)
Value$3.4M (+$360.9K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares55,889 from 55,649
Change+240 (+0%)
Value$3.4M (+$481.7K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares55,136 from 42,497
Change+12,639 (+30%)
Value$3.4M (+$1.1M)
Filed 2026-10-29
Certified Advisory Corp
INCREASED
Shares54,785 from 54,537
Change+248 (+0%)
Value$3.4M (+$472.8K)
Filed 2026-10-29
Targeted Financial Services LLC
INCREASED
Shares54,522 from 54,477
Change+45 (+0%)
Value$3.4M (+$459.9K)
Filed 2026-10-19
Visionary Wealth Advisors
DECREASED
Shares54,383 from 57,951
Change-3,568 (-6%)
Value$3.3M (+$266.7K)
Filed 2026-11-04
Ignite Planners, LLC
DECREASED
Shares54,345 from 55,993
Change-1,648 (-3%)
Value$3.3M (+$368.5K)
Filed 2026-10-14
First Business Financial Services, Inc.
UNCHANGED
Shares54,244 from 54,244
Change0 (0%)
Value$3.3M (+$455.1K)
Filed 2026-10-29
Beacon Financial Group
DECREASED
Shares54,086 from 55,496
Change-1,410 (-3%)
Value$3.3M (+$378.9K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares54,070
Change+54,070
Value$3.3M
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares53,949 from 4,102
Change+49,847 (+1215%)
Value$3.3M (+$3.1M)
Filed 2026-10-16
Waldron Private Wealth LLC
DECREASED
Shares53,895 from 54,697
Change-802 (-1%)
Value$3.3M (+$409.6K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
DECREASED
Shares53,570 from 53,687
Change-117 (0%)
Value$3.3M (+$443.2K)
Filed 2026-11-06
Intrinsic Value Partners, LLC
INCREASED
Shares52,732 from 44,102
Change+8,630 (+20%)
Value$3.2M (+$900.8K)
Filed 2026-11-09
Skylands Capital, LLC
DECREASED
Shares52,316 from 61,650
Change-9,334 (-15%)
Value$3.2M (-$56.8K)
Filed 2026-10-21
Community Bank, N.A.
DECREASED
Shares52,313 from 53,913
Change-1,600 (-3%)
Value$3.2M (+$354.0K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares52,073 from 54,618
Change-2,545 (-5%)
Value$3.2K (-$2.9M)
Filed 2026-10-14
JBR Co Financial Management Inc
DECREASED
Shares51,587 from 52,903
Change-1,316 (-2%)
Value$2.7M (-$85.4K)
Filed 2026-10-13
Kingstone Capital Partners Texas, LLC
DECREASED
Shares50,978 from 52,095
Change-1,117 (-2%)
Value$3.1M (+$368.4K)
Filed 2026-11-03
Belpointe Asset Management LLC
DECREASED
Shares50,813 from 52,603
Change-1,790 (-3%)
Value$3.1M (+$331.3K)
Filed 2026-11-09
Essex LLC
INCREASED
Shares50,375 from 49,834
Change+541 (+1%)
Value$3.1M (+$451.4K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
DECREASED
Shares50,235 from 51,442
Change-1,207 (-2%)
Value$3.3M (+$537.2K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares50,195 from 60,613
Change-10,418 (-17%)
Value$3.2M (-$991)
Filed 2026-10-09
Orange Investment Advisors, Inc.
DECREASED
Shares49,971 from 51,987
Change-2,016 (-4%)
Value$3.1M (+$312.2K)
Filed 2026-10-23
Alerus Financial NA
DECREASED
Shares49,805 from 60,389
Change-10,584 (-18%)
Value$3.1M (-$144.3K)
Filed 2026-11-09
Independent Wealth Network Inc.
DECREASED
Shares48,458 from 54,130
Change-5,672 (-10%)
Value$3.0M (+$105.4K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares48,326 from 52,667
Change-4,341 (-8%)
Value$3.0M (+$174.9K)
Filed 2026-11-03
Wincap Financial LLC
INCREASED
Shares47,693 from 41,560
Change+6,133 (+15%)
Value$2.9M (+$725.9K)
Filed 2026-10-20
Hardin Capital Partners, LLC
DECREASED
Shares47,440 from 50,872
Change-3,432 (-7%)
Value$2.9M (+$203.2K)
Filed 2026-10-09
Midwest Trust Co
DECREASED
Shares47,437 from 49,896
Change-2,459 (-5%)
Value$2.9M (+$267.4K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares47,270 from 47,654
Change-384 (-1%)
Value$2.9M (+$376.2K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares46,951 from 47,261
Change-310 (-1%)
Value$2.9M (+$377.5K)
Filed 2026-10-29
Strategic Financial Group, LLC
DECREASED
Shares46,926 from 51,311
Change-4,385 (-9%)
Value$2.9M (+$160.8K)
Filed 2026-10-08
Moors & Cabot, Inc.
INCREASED
Shares46,856 from 34,481
Change+12,375 (+36%)
Value$2.9M (+$1.1M)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares46,845 from 45,939
Change+906 (+2%)
Value$2.9M (+$441.2K)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares46,769 from 49,649
Change-2,880 (-6%)
Value$2.9M (+$239.4K)
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares46,731 from 37,704
Change+9,027 (+24%)
Value$2.9M (+$871.5K)
Filed 2026-11-03
Global Strategic Investment Solutions, LLC
INCREASED
Shares46,439 from 46,417
Change+22 (+0%)
Value$2.9M (+$390.8K)
Filed 2026-10-16
Cornerstone Advisory, LLC
INCREASED
Shares46,355 from 40,750
Change+5,605 (+14%)
Value$2.9M (+$686.6K)
Filed 2026-11-06
Burns J W & Co Inc
INCREASED
Shares46,107 from 45,312
Change+795 (+2%)
Value$2.8M (+$429.1K)
Filed 2026-10-20
LifePlan Financial, LLC
DECREASED
Shares46,065 from 46,713
Change-648 (-1%)
Value$3.0M (+$524.4K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares45,736 from 49,076
Change-3,340 (-7%)
Value$2.8M (+$206.3K)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares45,640 from 40,796
Change+4,844 (+12%)
Value$2.8M (+$640.2K)
Filed 2026-11-09
FSA Investment Group, LLC
INCREASED
Shares45,463 from 37,154
Change+8,309 (+22%)
Value$2.8M (+$822.7K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
INCREASED
Shares44,942 from 43,549
Change+1,393 (+3%)
Value$2.8M (+$451.0K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares44,772 from 44,678
Change+94 (+0%)
Value$2.8M (+$380.7K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
DECREASED
Shares44,424 from 44,514
Change-90 (0%)
Value$2.7M (+$367.9K)
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares44,351 from 26,969
Change+17,382 (+64%)
Value$2.7M (+$1.3M)
Filed 2026-11-04
Everest Financial Group LLC
INCREASED
Shares44,305 from 32,569
Change+11,736 (+36%)
Value$2.7M (+$995.1K)
Filed 2026-11-06
Colton Groome Financial Advisors, LLC
INCREASED
Shares44,297 from 41,391
Change+2,906 (+7%)
Value$2.7M (+$526.0K)
Filed 2026-10-06
Advisors Management Group Inc
DECREASED
Shares44,276 from 45,391
Change-1,115 (-2%)
Value$2.7K (-$2.4M)
Filed 2026-11-05
Philadelphia Investment Partners, LLC
DECREASED
Shares43,939 from 45,674
Change-1,735 (-4%)
Value$2.7M (+$268.5K)
Filed 2026-11-09
Mesirow Financial Investment Management, Inc.
DECREASED
Shares43,799 from 47,789
Change-3,990 (-8%)
Value$2.7M (+$155.4K)
Filed 2026-11-05
Purus Wealth Management, LLC
DECREASED
Shares43,568 from 43,661
Change-93 (0%)
Value$2.7M (+$360.6K)
Filed 2026-10-15
Wespac Advisors, LLC
INCREASED
Shares43,132 from 15,726
Change+27,406 (+174%)
Value$2.7M (+$1.8M)
Filed 2026-10-26
Level Four Advisory Services, LLC
DECREASED
Shares43,110 from 44,033
Change-923 (-2%)
Value$2.7M (+$312.7K)
Filed 2026-11-06
Granite Harbor Advisors, Inc.
INCREASED
Shares43,050 from 41,296
Change+1,754 (+4%)
Value$2.6M (+$454.3K)
Filed 2026-11-10
Odyssey Capital Advisors, Inc.
INCREASED
Shares42,986 from 42,530
Change+456 (+1%)
Value$2.6M (+$384.8K)
Filed 2026-10-26
Boltwood Capital Management
DECREASED
Shares42,968 from 42,976
Change-8 (0%)
Value$2.6M (+$360.1K)
Filed 2026-10-02
Graetz Wealth LLC
NEW
Shares42,899
Change+42,899
Value$2.6M
Filed 2026-10-27
Strategic Equity Management
DECREASED
Shares42,797 from 188,569
Change-145,772 (-77%)
Value$2.6M (-$7.4M)
Filed 2026-11-04
Legacy Wealth Partners, LLC
INCREASED
Shares42,731 from 35,374
Change+7,357 (+21%)
Value$2.6M (+$749.2K)
Filed 2026-10-15
Brendel Financial Advisors LLC
NEW
Shares42,255
Change+42,255
Value$2.6M
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares42,214 from 43,624
Change-1,410 (-3%)
Value$2.6M (+$279.3K)
Filed 2026-10-29
Arta Finance Wealth Management LLC
DECREASED
Shares42,208 from 56,521
Change-14,313 (-25%)
Value$2.6M (-$406.0K)
Filed 2026-10-28
Fairfield Financial Advisors, LTD
DECREASED
Shares41,834 from 43,449
Change-1,615 (-4%)
Value$2.6M (+$265.2K)
Filed 2026-10-14
Croban
INCREASED
Shares41,755 from 41,751
Change+4 (+0%)
Value$2.6M (+$350.6K)
Filed 2026-11-09
StoneX Group Inc.
DECREASED
Shares41,726 from 52,938
Change-11,212 (-21%)
Value$2.5M (-$298.7K)
Filed 2026-11-03
Fortis Group Advisors, LLC
INCREASED
Shares41,609 from 5,739
Change+35,870 (+625%)
Value$2.9M (+$2.6M)
Filed 2026-11-06
SteelPeak Wealth, LLC
INCREASED
Shares41,514 from 38,892
Change+2,622 (+7%)
Value$2.6M (+$487.6K)
Filed 2026-10-16
EPG Wealth Management LLC
INCREASED
Shares41,374 from 40,484
Change+890 (+2%)
Value$2.5M (+$394.4K)
Filed 2026-11-03
Clarus Wealth Advisors
DECREASED
Shares41,252 from 45,485
Change-4,233 (-9%)
Value$2.7M (+$155.7K)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
DECREASED
Shares40,715 from 40,735
Change-20 (0%)
Value$2.5M (+$340.5K)
Filed 2026-10-16
Ibex Wealth Advisors
DECREASED
Shares40,593 from 57,609
Change-17,016 (-30%)
Value$2.5M (-$563.2K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares40,446 from 65,809
Change-25,363 (-39%)
Value$2.5M (-$1.0M)
Filed 2026-10-16
Banco Santander, S.A.
INCREASED
Shares40,310 from 14,547
Change+25,763 (+177%)
Value$2.5M (+$1.7M)
Filed 2026-11-10
Davenport & Co LLC
INCREASED
Shares40,258 from 38,273
Change+1,985 (+5%)
Value$2.5M (+$443.2K)
Filed 2026-10-14
Nwam LLC
INCREASED
Shares40,065 from 33,873
Change+6,192 (+18%)
Value$2.5M (+$665.0K)
Filed 2026-11-09
SouthState Bank Corp
UNCHANGED
Shares39,930 from 39,930
Change0 (0%)
Value$2.5M (+$335.0K)
Filed 2026-11-09
Cooksen Wealth, LLC
INCREASED
Shares39,878 from 39,791
Change+87 (+0%)
Value$2.6M (+$482.0K)
Filed 2026-10-13
M&T Bank Corp
DECREASED
Shares39,771 from 50,367
Change-10,596 (-21%)
Value$2.4M (-$229.7K)
Filed 2026-11-10
Bank of New Hampshire
DECREASED
Shares39,657 from 48,283
Change-8,626 (-18%)
Value$2.4M (-$125.4K)
Filed 2026-10-06
Laurel Wealth Advisors LLC
DECREASED
Shares39,537 from 43,081
Change-3,544 (-8%)
Value$2.4M (+$143.5K)
Filed 2026-10-27
Strategy Asset Managers LLC
INCREASED
Shares39,496 from 39,120
Change+376 (+1%)
Value$2.4M (+$351.3K)
Filed 2026-10-14
Marion Wealth Management
INCREASED
Shares39,474 from 38,996
Change+478 (+1%)
Value$2.4M (+$356.6K)
Filed 2026-10-22
Dumont & Blake Investment Advisors LLC
DECREASED
Shares39,286 from 74,139
Change-34,853 (-47%)
Value$2.4M (-$1.5M)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares39,101 from 44,380
Change-5,279 (-12%)
Value$2.4M (+$47.7K)
Filed 2026-11-03
Butensky & Cohen Financial Security, Inc
DECREASED
Shares38,999 from 39,050
Change-51 (0%)
Value$2.4M (+$324.5K)
Filed 2026-10-13
Lyell Wealth Management, LP
DECREASED
Shares38,686 from 39,708
Change-1,022 (-3%)
Value$2.4M (+$270.3K)
Filed 2026-10-30
Essential Partners LLC
INCREASED
Shares38,576 from 36,908
Change+1,668 (+5%)
Value$2.4M (+$412.3K)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
DECREASED
Shares38,544 from 38,679
Change-135 (0%)
Value$2.4M (+$316.2K)
Filed 2026-10-20
Scheeler Financial LLC
NEW
Shares38,509
Change+38,509
Value$2.4M
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares38,473 from 10,652
Change+27,821 (+261%)
Value$2.4M (+$1.8M)
Filed 2026-10-26
True North Advisors, LLC
DECREASED
Shares38,400 from 38,601
Change-201 (-1%)
Value$2.4M (+$311.5K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares38,189 from 33,407
Change+4,782 (+14%)
Value$2.3M (+$574.4K)
Filed 2026-11-04
First American Bank
DECREASED
Shares38,076 from 38,242
Change-166 (0%)
Value$2.3M (+$310.6K)
Filed 2026-10-27
E&G Advisors, LLC
DECREASED
Shares38,054 from 38,824
Change-770 (-2%)
Value$2.3M (+$278.4K)
Filed 2026-10-13
Ring Mountain Capital, LLC
DECREASED
Shares38,040 from 39,080
Change-1,040 (-3%)
Value$2.3M (+$263.9K)
Filed 2026-10-13
Continental Advisors LLC
UNCHANGED
Shares38,000 from 38,000
Change0 (0%)
Value$2.3M (+$318.8K)
Filed 2026-10-13
White Pine Investment Co
DECREASED
Shares37,971 from 38,970
Change-999 (-3%)
Value$2.3K (-$2.1M)
Filed 2026-10-15
Avondale Wealth Management
DECREASED
Shares37,866 from 42,426
Change-4,560 (-11%)
Value$2.3M (+$75.5K)
Filed 2026-10-15
Archford Capital Strategies, LLC
INCREASED
Shares37,550 from 26,829
Change+10,721 (+40%)
Value$2.3M (+$884.4K)
Filed 2026-10-19
Orca Investment Management, LLC
DECREASED
Shares37,546 from 37,661
Change-115 (0%)
Value$2.3M (+$308.9K)
Filed 2026-10-29
Sovran Advisors, LLC
DECREASED
Shares37,542 from 40,169
Change-2,627 (-7%)
Value$2.6M (+$267.0K)
Filed 2026-11-02
Atlas Capital Advisors Inc.
DECREASED
Shares37,510 from 41,186
Change-3,676 (-9%)
Value$10.8M (+$8.6M)
Filed 2026-11-09
Shikiar Asset Management Inc
INCREASED
Shares37,445 from 34,525
Change+2,920 (+8%)
Value$2.3K (-$1.8M)
Filed 2026-10-20
Thrive Capital Management, LLC
INCREASED
Shares37,331 from 34,534
Change+2,797 (+8%)
Value$2.3M (+$461.8K)
Filed 2026-10-28
Es4, LLC
DECREASED
Shares37,259 from 49,464
Change-12,205 (-25%)
Value$2.3M (-$335.6K)
Filed 2026-11-09
Midwest Financial Group LLC
INCREASED
Shares36,925 from 36,295
Change+630 (+2%)
Value$2.3M (+$343.3K)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares36,764 from 35,955
Change+809 (+2%)
Value$2.3M (+$351.5K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares36,569 from 36,496
Change+73 (+0%)
Value$2.2M (+$310.7K)
Filed 2026-10-27
Freestone Capital Holdings, LLC
DECREASED
Shares36,453 from 36,564
Change-111 (0%)
Value$2.2M (+$299.9K)
Filed 2026-11-09
Buck Wealth Strategies, LLC
DECREASED
Shares35,984 from 45,173
Change-9,189 (-20%)
Value$2.2M (-$186.1K)
Filed 2026-10-28
Nelson Capital Management, LLC
INCREASED
Shares35,870 from 34,359
Change+1,511 (+4%)
Value$2.2M (+$381.2K)
Filed 2026-11-09
Premier Path Wealth Partners, LLC
DECREASED
Shares35,807 from 51,242
Change-15,435 (-30%)
Value$2.2M (-$519.3K)
Filed 2026-10-16
Florida Financial Advisors, LLC
DECREASED
Shares35,568 from 38,109
Change-2,541 (-7%)
Value$2.2M (+$163.4K)
Filed 2026-11-09
Acropolis Investment Management, LLC
INCREASED
Shares35,477 from 34,944
Change+533 (+2%)
Value$2.2M (+$326.0K)
Filed 2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares35,387
Change+35,387
Value$2.2M
Filed 2026-10-09
Banque Pictet & CIE SA
DECREASED
Shares35,279 from 49,900
Change-14,621 (-29%)
Value$2.2M (-$480.5K)
Filed 2026-10-16
Peddock Capital Advisors, LLC
DECREASED
Shares35,222 from 36,505
Change-1,283 (-4%)
Value$2.2M (+$227.4K)
Filed 2026-10-16
Meridian Investment Counsel Inc.
INCREASED
Shares34,858 from 34,348
Change+510 (+1%)
Value$2.1M (+$319.5K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares34,445 from 80,669
Change-46,224 (-57%)
Value$2.1M (-$2.2M)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares34,364 from 32,689
Change+1,675 (+5%)
Value$2.1M (+$377.4K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
DECREASED
Shares34,265 from 34,507
Change-242 (-1%)
Value$2.1M (+$274.6K)
Filed 2026-10-08
Csenge Advisory Group
INCREASED
Shares34,194 from 33,826
Change+368 (+1%)
Value$2.1M (+$306.4K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares34,075 from 36,975
Change-2,900 (-8%)
Value$2.1M (+$131.9K)
Filed 2026-10-23
Pines Wealth Management, LLC
DECREASED
Shares33,812 from 40,846
Change-7,034 (-17%)
Value$2.1M (-$89.9K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares33,796 from 33,796
Change0 (0%)
Value$2.3M (+$511.3K)
Filed 2026-10-22
Cypress Capital Group
INCREASED
Shares33,675 from 30,652
Change+3,023 (+10%)
Value$2.1M (+$443.1K)
Filed 2026-11-03
Asset Allocation Strategies LLC
DECREASED
Shares33,669 from 40,724
Change-7,055 (-17%)
Value$2.1M (-$92.2K)
Filed 2026-10-20
Cache Advisors, LLC
UNCHANGED
Shares33,338 from 33,338
Change0 (0%)
Value$2.1M (+$279.7K)
Filed 2026-10-16
Jacobi Capital Management LLC
DECREASED
Shares33,124 from 33,260
Change-136 (0%)
Value$2.0M (+$270.7K)
Filed 2026-11-05
High Point Wealth Management, LLC
INCREASED
Shares32,984 from 30,188
Change+2,796 (+9%)
Value$2.0M (+$425.2K)
Filed 2026-11-05
Corecam AG
DECREASED
Shares32,870 from 46,040
Change-13,170 (-29%)
Value$2.0M (-$425.1K)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares32,649 from 33,536
Change-887 (-3%)
Value$2.0M (+$226.8K)
Filed 2026-10-22
First Horizon Corp
DECREASED
Shares32,542 from 33,344
Change-802 (-2%)
Value$2.0M (+$230.4K)
Filed 2026-10-26
Compass Financial Group, Inc.
INCREASED
Shares32,521 from 31,966
Change+555 (+2%)
Value$2.0M (+$302.3K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares32,414 from 33,141
Change-727 (-2%)
Value$2.0M (+$233.3K)
Filed 2026-10-13
Thayer Partners, LLC / MA
DECREASED
Shares32,388 from 33,759
Change-1,371 (-4%)
Value$2.0M (+$198.9K)
Filed 2026-11-06
Investment Partners, Ltd.
INCREASED
Shares32,366 from 16,401
Change+15,965 (+97%)
Value$2.0M (+$1.1M)
Filed 2026-10-29
Montag A & Associates Inc
DECREASED
Shares32,300 from 32,879
Change-579 (-2%)
Value$2.0M (+$240.2K)
Filed 2026-10-29
Sterling Investment Counsel, LLC
INCREASED
Shares31,841 from 31,515
Change+326 (+1%)
Value$2.0M (+$284.5K)
Filed 2026-10-19
Advisor Resource Council
INCREASED
Shares31,817 from 21,386
Change+10,431 (+49%)
Value$2.0M (+$882.5K)
Filed 2026-11-05
Royal Harbor Partners, LLC
INCREASED
Shares31,780 from 30,808
Change+972 (+3%)
Value$2.0M (+$318.3K)
Filed 2026-10-29
Diversify Advisory Services, LLC
DECREASED
Shares31,716 from 34,445
Change-2,729 (-8%)
Value$2.1M (+$100.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares31,716 from 34,445
Change-2,729 (-8%)
Value$2.1M (+$100.8K)
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares31,706 from 31,560
Change+146 (+0%)
Value$1.9M (+$273.8K)
Filed 2026-10-08
Maltin Wealth Management, Inc.
INCREASED
Shares31,602 from 31,472
Change+130 (+0%)
Value$1.9M (+$272.0K)
Filed 2026-10-13
United Asset Strategies, Inc.
DECREASED
Shares31,553 from 31,894
Change-341 (-1%)
Value$1.9M (+$246.6K)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares31,495 from 31,336
Change+159 (+1%)
Value$1.9M (+$272.7K)
Filed 2026-11-05
Advocate Investing Services LLC
DECREASED
Shares31,464 from 32,945
Change-1,481 (-4%)
Value$1.9M (+$185.3K)
Filed 2026-10-26
RCW Management, LLC
DECREASED
Shares31,446 from 31,531
Change-85 (0%)
Value$1.9M (+$259.4K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares31,363 from 39,989
Change-8,626 (-22%)
Value$1.9M (-$195.0K)
Filed 2026-10-09
Retirement Planning Group, LLC
DECREASED
Shares31,271 from 32,841
Change-1,570 (-5%)
Value$1.9M (+$179.0K)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
DECREASED
Shares31,221 from 31,373
Change-152 (0%)
Value$1.9M (+$253.9K)
Filed 2026-10-21
Ironwood Financial, llc
INCREASED
Shares31,077 from 28,775
Change+2,302 (+8%)
Value$1.9M (+$278.6K)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares30,907 from 32,409
Change-1,502 (-5%)
Value$1.9M (+$179.5K)
Filed 2026-10-14
TTP Investments, Inc.
NEW
Shares30,867
Change+30,867
Value$1.9M
Filed 2026-10-30
Triad Wealth Partners, LLC
NEW
Shares30,741
Change+30,741
Value$1.9M
Filed 2026-10-26
Balentine LLC
DECREASED
Shares30,630 from 31,543
Change-913 (-3%)
Value$1.9M (+$208.4K)
Filed 2026-11-03
Lane Brothers & Co Inc
DECREASED
Shares30,500 from 37,866
Change-7,366 (-19%)
Value$1.9M (-$135.3K)
Filed 2026-11-02
Calamos Wealth Management LLC
INCREASED
Shares30,381 from 30,359
Change+22 (+0%)
Value$1.9M (+$256.1K)
Filed 2026-11-02
Atlantic Private Wealth, LLC
INCREASED
Shares30,342 from 30,332
Change+10 (+0%)
Value$1.9M (+$255.1K)
Filed 2026-11-09
Merkkuri Wealth Advisors LLC
INCREASED
Shares30,251 from 29,852
Change+399 (+1%)
Value$1.9M (+$275.0K)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares30,065 from 41,909
Change-11,844 (-28%)
Value$1.8M (-$376.8K)
Filed 2026-10-21
BigSur Wealth Management LLC
DECREASED
Shares30,060 from 48,280
Change-18,220 (-38%)
Value$1.8M (-$715.5K)
Filed 2026-10-13
Americana Partners, LLC
DECREASED
Shares29,944 from 30,948
Change-1,004 (-3%)
Value$1.8M (+$197.9K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares29,900 from 22,577
Change+7,323 (+32%)
Value$1.8M (+$639.8K)
Filed 2026-10-15
Ballast Rock Private Wealth LLC
INCREASED
Shares29,847 from 9,549
Change+20,298 (+213%)
Value$1.8M (+$1.3M)
Filed 2026-10-26
Bison Wealth, LLC
INCREASED
Shares29,658 from 28,123
Change+1,535 (+5%)
Value$2.0M (+$463.5K)
Filed 2026-10-13
Comprehensive Wealth Management, LLC
DECREASED
Shares29,481 from 32,273
Change-2,792 (-9%)
Value$1.8M (+$99.0K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares29,216 from 29,087
Change+129 (+0%)
Value$1.8M (+$252.0K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares29,079 from 27,596
Change+1,483 (+5%)
Value$1.8M (+$97.8K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares28,898 from 27,697
Change+1,201 (+4%)
Value$1.8M (+$306.3K)
Filed 2026-10-16
TD Private Client Wealth LLC
DECREASED
Shares28,888 from 34,473
Change-5,585 (-16%)
Value$1.8M (-$54.3K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares28,867 from 35,800
Change-6,933 (-19%)
Value$1.8M (-$80.9K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares28,808 from 26,234
Change+2,574 (+10%)
Value$1.8M (+$378.4K)
Filed 2026-10-21
Forza Wealth Management, LLC
UNCHANGED
Shares28,700 from 28,700
Change0 (0%)
Value$1.8M (+$240.8K)
Filed 2026-10-20
Rossby Financial, LCC
DECREASED
Shares28,683 from 30,864
Change-2,181 (-7%)
Value$1.8M (+$121.0K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
DECREASED
Shares28,520 from 33,305
Change-4,785 (-14%)
Value$1.7M (-$171.8K)
Filed 2026-10-26
WIN Advisors, Inc
NEW
Shares28,466
Change+28,466
Value$1.8M
Filed 2026-11-06
Bokf, NA
DECREASED
Shares28,455 from 31,217
Change-2,762 (-9%)
Value$1.7M (+$92.0K)
Filed 2026-10-27
UMB Bank, n.a.
UNCHANGED
Shares28,350 from 28,350
Change0 (0%)
Value$1.7M (+$237.9K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares28,215 from 21,151
Change+7,064 (+33%)
Value$1.7M (+$611.9K)
Filed 2026-11-03
Gainplan LLC
INCREASED
Shares28,187 from 27,098
Change+1,089 (+4%)
Value$1.7M (+$294.3K)
Filed 2026-10-09
Thoroughbred Financial Services, LLC
INCREASED
Shares28,185 from 28,133
Change+52 (+0%)
Value$1.7K (-$1.5M)
Filed 2026-11-09
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares28,075 from 53,741
Change-25,666 (-48%)
Value$1.7M (-$1.1M)
Filed 2026-10-15
Cardiff Park Advisors, LLC
INCREASED
Shares27,961 from 27,792
Change+169 (+1%)
Value$1.7M (+$243.5K)
Filed 2026-11-09
Aries Wealth Management
DECREASED
Shares27,798 from 28,148
Change-350 (-1%)
Value$1.7M (+$214.6K)
Filed 2026-10-23
D.B. Root & Company, LLC
INCREASED
Shares27,789 from 16,946
Change+10,843 (+64%)
Value$1.7M (+$809.0K)
Filed 2026-11-04
Matauro, LLC
DECREASED
Shares27,757 from 42,569
Change-14,812 (-35%)
Value$1.7M (-$553.8K)
Filed 2026-11-03
Spectrum Strategic Capital Management, LLC
DECREASED
Shares27,721 from 29,324
Change-1,603 (-5%)
Value$1.7M (+$147.4K)
Filed 2026-10-22
Ellis Investment Partners, LLC
DECREASED
Shares27,527 from 28,574
Change-1,047 (-4%)
Value$1.7M (+$175.4K)
Filed 2026-10-21
Silphium Asset Management Ltd
DECREASED
Shares27,520 from 33,920
Change-6,400 (-19%)
Value$1.7M (-$109.0K)
Filed 2026-10-27
HBW Advisory Services LLC
DECREASED
Shares27,244 from 27,562
Change-318 (-1%)
Value$1.7M (+$211.7K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
DECREASED
Shares27,093 from 27,968
Change-875 (-3%)
Value$1.7M (+$180.8K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
INCREASED
Shares26,907 from 26,875
Change+32 (+0%)
Value$1.7M (+$227.5K)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares26,726 from 21,240
Change+5,486 (+26%)
Value$1.6M (+$515.6K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares26,585 from 26,583
Change+2 (+0%)
Value$1.6M (+$223.2K)
Filed 2026-11-02
Lynx Investment Advisory
DECREASED
Shares26,383 from 29,691
Change-3,308 (-11%)
Value$1.6M (+$45.7K)
Filed 2026-10-27
Bessemer Group Inc
INCREASED
Shares26,357 from 23,814
Change+2,543 (+11%)
Value$1.6K (-$1.3M)
Filed 2026-11-09
Heritage Wealth Advisors
UNCHANGED
Shares26,335 from 26,335
Change0 (0%)
Value$1.6M (+$221.0K)
Filed 2026-11-09
Collaborative Wealth Managment Inc.
DECREASED
Shares26,251 from 27,275
Change-1,024 (-4%)
Value$1.6M (+$165.9K)
Filed 2026-11-06
Compass Financial Management LLC
INCREASED
Shares26,232 from 18,996
Change+7,236 (+38%)
Value$1.6M (+$557.5K)
Filed 2026-10-30
Palisade Asset Management, LLC
DECREASED
Shares26,050 from 26,120
Change-70 (0%)
Value$1.6M (+$214.8K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
INCREASED
Shares25,987 from 24,192
Change+1,795 (+7%)
Value$1.6M (+$313.4K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
DECREASED
Shares25,904 from 27,168
Change-1,264 (-5%)
Value$1.6M (+$150.2K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares25,725 from 31,742
Change-6,017 (-19%)
Value$1.6M (-$103.7K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares25,455 from 26,299
Change-844 (-3%)
Value$1.6M (+$168.7K)
Filed 2026-10-28
Atlas Legacy Advisors, LLC
UNCHANGED
Shares25,392 from 25,392
Change0 (0%)
Value$1.6M (+$213.0K)
Filed 2026-11-10
Bria Capital Group, LLC
DECREASED
Shares25,330 from 26,940
Change-1,610 (-6%)
Value$1.6M (+$127.0K)
Filed 2026-10-22
Disciplina Capital Management LLC
UNCHANGED
Shares25,305 from 25,305
Change0 (0%)
Value$1.6M (+$212.3K)
Filed 2026-11-06
Bailard, Inc.
INCREASED
Shares25,209 from 24,515
Change+694 (+3%)
Value$1.6M (+$248.4K)
Filed 2026-10-13
Financial Discovery Group Inc
DECREASED
Shares25,073 from 59,273
Change-34,200 (-58%)
Value$1.5M (-$1.6M)
Filed 2026-11-03
Signature Wealth Management Partners, LLC
DECREASED
Shares25,058 from 25,270
Change-212 (-1%)
Value$1.5M (+$199.0K)
Filed 2026-10-21
Centennial Bank
INCREASED
Shares25,031 from 20,853
Change+4,178 (+20%)
Value$1.5M (+$431.9K)
Filed 2026-11-09
Jefferies Financial Group Inc.
DECREASED
Shares24,989 from 225,375
Change-200,386 (-89%)
Value$1.5M (-$10.4M)
Filed 2026-11-05
Nuveen, LLC
INCREASED
Shares24,894 from 12,540
Change+12,354 (+99%)
Value$2.2M (+$1.5M)
Filed 2026-11-10
AFG Fiduciary Services Limited Partnership
DECREASED
Shares24,849 from 27,251
Change-2,402 (-9%)
Value$1.7M (+$219.6K)
Filed 2026-10-21
Fermata Advisors, LLC
INCREASED
Shares24,729 from 23,933
Change+796 (+3%)
Value$1.5M (+$249.7K)
Filed 2026-10-13
Legacy Private Trust Co.
INCREASED
Shares24,690 from 23,220
Change+1,470 (+6%)
Value$1.5M (+$285.2K)
Filed 2026-10-06
Florida Trust Wealth Management Co
INCREASED
Shares24,670 from 22,225
Change+2,445 (+11%)
Value$1.5M (+$336.8K)
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares24,551 from 27,263
Change-2,712 (-10%)
Value$1.5M (+$61.9K)
Filed 2026-10-19
Retirement Income Solutions, Inc
UNCHANGED
Shares24,536 from 24,536
Change0 (0%)
Value$1.5M (+$205.9K)
Filed 2026-11-10
Realta Investment Advisors
INCREASED
Shares24,470 from 7,864
Change+16,606 (+211%)
Value$1.5M (+$1.1M)
Filed 2026-10-14
One Plus One Wealth Management, LLC
DECREASED
Shares24,377 from 24,477
Change-100 (0%)
Value$1.5M (+$199.2K)
Filed 2026-10-16
Opinicus Capital, Inc.
DECREASED
Shares24,320 from 25,249
Change-929 (-4%)
Value$1.5M (+$154.7K)
Filed 2026-10-28
Financial & Tax Architects, LLC
INCREASED
Shares24,029 from 23,021
Change+1,008 (+4%)
Value$1.5M (+$255.1K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares24,020 from 23,026
Change+994 (+4%)
Value$1.5M (+$254.3K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares23,918 from 21,688
Change+2,230 (+10%)
Value$1.5M (+$319.1K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares23,764 from 16,988
Change+6,776 (+40%)
Value$1.5M (+$559.2K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares23,653 from 18,686
Change+4,967 (+27%)
Value$1.6M (+$530.3K)
Filed 2026-10-27
Peoples Bank
UNCHANGED
Shares23,614 from 23,614
Change0 (0%)
Value$1.5M (+$198.1K)
Filed 2026-10-09
Fairvoy Private Wealth, LLC
DECREASED
Shares23,599 from 26,054
Change-2,455 (-9%)
Value$1.5M (+$67.6K)
Filed 2026-10-19
Sprott Inc.
DECREASED
Shares23,377 from 24,814
Change-1,437 (-6%)
Value$1.4M (+$119.8K)
Filed 2026-11-09
Partners Wealth Management, LLC
INCREASED
Shares23,277 from 18,698
Change+4,579 (+24%)
Value$1.4M (+$438.5K)
Filed 2026-10-28
Arete Wealth Advisors, LLC
INCREASED
Shares23,206 from 19,590
Change+3,616 (+18%)
Value$1.4M (+$387.9K)
Filed 2026-11-09
Powell Investment Advisors, LLC
INCREASED
Shares23,142 from 23,050
Change+92 (+0%)
Value$1.4M (+$199.1K)
Filed 2026-10-22
Sowa Financial Group, Inc.
INCREASED
Shares23,049 from 22,958
Change+91 (+0%)
Value$1.4K (-$1.2M)
Filed 2026-10-26
Parcion Private Wealth LLC
DECREASED
Shares22,856 from 22,860
Change-4 (0%)
Value$1.4M (+$191.5K)
Filed 2026-10-28
PW Nova Financial Services LLC
INCREASED
Shares22,664 from 4,617
Change+18,047 (+391%)
Value$1.4M (+$1.1M)
Filed 2026-10-15
Angeles Wealth Management, LLC
INCREASED
Shares22,581 from 22,558
Change+23 (+0%)
Value$1.4M (+$190.7K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
DECREASED
Shares22,463 from 22,710
Change-247 (-1%)
Value$1.4M (+$175.4K)
Filed 2026-10-09
Cushing Capital Partners, LLC
DECREASED
Shares22,280 from 24,223
Change-1,943 (-8%)
Value$1.4M (+$83.7K)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares22,256 from 22,340
Change-84 (0%)
Value$1.4M (+$182.3K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares22,223 from 24,115
Change-1,892 (-8%)
Value$1.4M (+$85.9K)
Filed 2026-11-03
Chesapeake Wealth Management
DECREASED
Shares22,146 from 23,653
Change-1,507 (-6%)
Value$1.4M (+$105.8K)
Filed 2026-11-09
Edge Wealth Management LLC
DECREASED
Shares22,056 from 22,254
Change-198 (-1%)
Value$1.4M (+$182.2K)
Filed 2026-10-13
Wall Capital Group, Inc.
INCREASED
Shares21,912 from 21,469
Change+443 (+2%)
Value$1.3M (+$207.4K)
Filed 2026-10-14
CPC Advisors, LLC
DECREASED
Shares21,864 from 24,628
Change-2,764 (-11%)
Value$1.3M (+$36.7K)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares21,815 from 21,626
Change+189 (+1%)
Value$1.3M (+$193.1K)
Filed 2026-11-09
Wealthstar Advisors, LLC
INCREASED
Shares21,778 from 21,427
Change+351 (+2%)
Value$1.3M (+$201.3K)
Filed 2026-10-19
Diversified Trust Co
INCREASED
Shares21,737 from 21,724
Change+13 (+0%)
Value$1.3M (+$183.1K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares21,715 from 24,323
Change-2,608 (-11%)
Value$1.3M (+$43.7K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED
Shares21,692 from 21,692
Change0 (0%)
Value$1.3M (+$182.0K)
Filed 2026-10-26
River Wealth Advisors LLC
UNCHANGED
Shares21,633 from 21,633
Change0 (0%)
Value$1.3M (+$181.5K)
Filed 2026-11-09
Wedmont Private Capital
INCREASED
Shares21,586 from 18,330
Change+3,256 (+18%)
Value$1.4M (+$398.6K)
Filed 2026-10-09
Gruss & Co., LLC
NEW
Shares21,500
Change+21,500
Value$1.3M
Filed 2026-11-02
German American Bancorp, Inc.
NEW
Shares21,462
Change+21,462
Value$1.3M
Filed 2026-11-10
Cornerstone Enterprises, LLC
NEW
Shares21,332
Change+21,332
Value$1.3M
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,320 from 21,429
Change-109 (-1%)
Value$1.3M (+$173.1K)
Filed 2026-10-08
Journey Advisory Group, LLC
INCREASED
Shares21,319 from 21,105
Change+214 (+1%)
Value$1.3M (+$190.2K)
Filed 2026-11-04
Sharper & Granite LLC
DECREASED
Shares21,190 from 23,880
Change-2,690 (-11%)
Value$1.3M (+$29.8K)
Filed 2026-11-02
Morangie Management LLC
UNCHANGED
Shares20,876 from 20,876
Change0 (0%)
Value$1.3M (+$175.2K)
Filed 2026-10-15
Davis Investment Partners, LLC
INCREASED
Shares20,817 from 20,429
Change+388 (+2%)
Value$1.3M (+$195.3K)
Filed 2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares20,724 from 21,046
Change-322 (-2%)
Value$1.2M (+$82.5K)
Filed 2026-10-14
Fiera Capital Corp
UNCHANGED
Shares20,698 from 20,698
Change0 (0%)
Value$1.3M (+$173.7K)
Filed 2026-11-06
Innovative Advisory Group, LLC
DECREASED
Shares20,659 from 21,328
Change-669 (-3%)
Value$1.3M (+$137.8K)
Filed 2026-10-13
Strategic Advisors LLC
INCREASED
Shares20,602 from 20,588
Change+14 (+0%)
Value$1.3M (+$173.6K)
Filed 2026-10-13
Moulton Wealth Management, Inc
DECREASED
Shares20,582 from 20,683
Change-101 (0%)
Value$1.3M (+$193.6K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares20,577 from 20,575
Change+2 (+0%)
Value$1.4M (+$180.6K)
Filed 2026-10-21
Beacon Capital Management, Inc.
INCREASED
Shares20,521 from 15,635
Change+4,886 (+31%)
Value$1.3M (+$431.7K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares20,445 from 20,597
Change-152 (-1%)
Value$1.3M (+$163.4K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
INCREASED
Shares20,408 from 20,286
Change+122 (+1%)
Value$1.3M (+$177.7K)
Filed 2026-11-05
Private Client Services, LLC
INCREASED
Shares20,402 from 17,298
Change+3,104 (+18%)
Value$1.3M (+$336.0K)
Filed 2026-10-02
Old Second National Bank of Aurora
DECREASED
Shares20,380 from 24,385
Change-4,005 (-16%)
Value$1.3M (-$41.7K)
Filed 2026-10-22
Wall Street Financial Group, Inc.
INCREASED
Shares20,300 from 17,045
Change+3,255 (+19%)
Value$1.2M (+$343.2K)
Filed 2026-11-09
10Elms LLP
DECREASED
Shares20,023 from 22,089
Change-2,066 (-9%)
Value$1.2M (+$58.2K)
Filed 2026-11-06
Bricktown Capital, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.2M (+$167.8K)
Filed 2026-10-13
Curat Global, LLC
DECREASED
Shares19,990 from 24,604
Change-4,614 (-19%)
Value$1.2M (-$198.9K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares19,981 from 19,981
Change0 (0%)
Value$1.2M (+$167.6K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares19,871 from 17,181
Change+2,690 (+16%)
Value$1.2M (+$309.6K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED
Shares19,848 from 20,147
Change-299 (-1%)
Value$1.2M (+$150.6K)
Filed 2026-10-13
Floyd Financial Group LLC
DECREASED
Shares19,826 from 20,516
Change-690 (-3%)
Value$1.3M (+$163.9K)
Filed 2026-10-28
Silver OAK Securities, Incorporated
INCREASED
Shares19,709 from 12,139
Change+7,570 (+62%)
Value$1.2M (+$569.8K)
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares19,700 from 18,176
Change+1,524 (+8%)
Value$1.2M (+$246.2K)
Filed 2026-11-02
White Pine Capital LLC
UNCHANGED
Shares19,652 from 19,652
Change0 (0%)
Value$1.2M (+$164.9K)
Filed 2026-11-09
Atlatl Advisers LLC
DECREASED
Shares19,601 from 27,173
Change-7,572 (-28%)
Value$1.2M (-$237.7K)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares19,515 from 17,693
Change+1,822 (+10%)
Value$1.2M (+$260.5K)
Filed 2026-10-27
Anderson Hoagland & Co
DECREASED
Shares19,481 from 19,581
Change-100 (-1%)
Value$1.3M (+$276.4K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares19,454 from 26,908
Change-7,454 (-28%)
Value$1.2M (-$232.7K)
Filed 2026-10-30
Principle Wealth Partners LLC
INCREASED
Shares19,391 from 18,868
Change+523 (+3%)
Value$1.2M (+$190.5K)
Filed 2026-11-02
Burford Brothers, Inc.
INCREASED
Shares19,368 from 15,643
Change+3,725 (+24%)
Value$1.2M (+$360.3K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares19,342 from 18,254
Change+1,088 (+6%)
Value$1.2M (+$220.1K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares19,288 from 15,083
Change+4,205 (+28%)
Value$1.2M (+$385.1K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares19,133 from 19,133
Change0 (0%)
Value$1.2M (+$160.5K)
Filed 2026-11-04
Community Trust & Investment Co
UNCHANGED
Shares19,042 from 19,042
Change0 (0%)
Value$1.2M (+$159.8K)
Filed 2026-10-15
Goelzer Investment Management, Inc.
DECREASED
Shares19,024 from 19,614
Change-590 (-3%)
Value$1.2M (+$128.3K)
Filed 2026-10-16
Lpwm LLC
DECREASED
Shares18,899 from 20,590
Change-1,691 (-8%)
Value$1.2M (+$68.7K)
Filed 2026-10-20
Sherry Group, Inc.
INCREASED
Shares18,891 from 18,726
Change+165 (+1%)
Value$1.2M (+$158.4K)
Filed 2026-10-09
Woodmont Investment Counsel LLC
UNCHANGED
Shares18,861 from 18,861
Change0 (0%)
Value$1.2M (+$158.2K)
Filed 2026-10-29
Cornerstone Planning Group LLC
INCREASED
Shares18,828 from 18,393
Change+435 (+2%)
Value$1.2M (+$136.4K)
Filed 2026-10-16
Meramec Financial Planners, LLC
INCREASED
Shares18,777 from 18,664
Change+113 (+1%)
Value$1.2M (+$67.8K)
Filed 2026-11-09
HBK Sorce Advisory LLC
INCREASED
Shares18,716 from 17,917
Change+799 (+4%)
Value$1.2M (+$126.6K)
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares18,639 from 39,007
Change-20,368 (-52%)
Value$1.1M (-$925.4K)
Filed 2026-11-06
Savior LLC
INCREASED
Shares18,623 from 17,688
Change+935 (+5%)
Value$1.1M (+$205.9K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares18,620 from 20,513
Change-1,893 (-9%)
Value$1.1M (+$55.7K)
Filed 2026-10-28
Ipsen Advisor Group LLC
DECREASED
Shares18,545 from 22,119
Change-3,574 (-16%)
Value$1.1M (-$34.2K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares18,353 from 17,622
Change+731 (+4%)
Value$1.1M (+$192.8K)
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares18,324 from 17,590
Change+734 (+4%)
Value$1.1M (+$192.8K)
Filed 2026-10-09
Falcon Wealth Planning
DECREASED
Shares18,245 from 19,666
Change-1,421 (-7%)
Value$1.1M (+$77.6K)
Filed 2026-11-06
Sava Infond d.o.o.
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$1.1M (+$152.7K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares18,148 from 17,874
Change+274 (+2%)
Value$1.1M (+$166.8K)
Filed 2026-10-26
Luminist Capital LLC
DECREASED
Shares18,039 from 21,493
Change-3,454 (-16%)
Value$1.1M (-$32.1K)
Filed 2026-11-10
Vanguard Capital Wealth Advisors
DECREASED
Shares18,036 from 26,406
Change-8,370 (-32%)
Value$1.1M (-$293.2K)
Filed 2026-10-16
HCR Wealth Advisors
DECREASED
Shares18,005 from 18,365
Change-360 (-2%)
Value$1.1M (+$132.0K)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares17,925 from 12,698
Change+5,227 (+41%)
Value$1.1M (+$428.0K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,899 from 14,669
Change+3,230 (+22%)
Value$1.1M (+$321.7K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares17,829 from 17,525
Change+304 (+2%)
Value$1.1M (+$165.8K)
Filed 2026-11-04
Dana Investment Advisors, Inc.
DECREASED
Shares17,761 from 17,859
Change-98 (-1%)
Value$1.1M (+$143.8K)
Filed 2026-11-06
Peterson Wealth Management
INCREASED
Shares17,755 from 500
Change+17,255 (+3451%)
Value$1.1M (+$1.1M)
Filed 2026-11-06
BridgePort Financial Solutions, LLC
INCREASED
Shares17,723 from 5,390
Change+12,333 (+229%)
Value$1.1M (+$803.7K)
Filed 2026-11-02
Autumn Glory Partners, LLC
UNCHANGED
Shares17,624 from 17,624
Change0 (0%)
Value$1.1M (+$147.9K)
Filed 2026-10-26
Caldwell Sutter Capital, Inc.
DECREASED
Shares17,482 from 17,679
Change-197 (-1%)
Value$1.1M (+$136.2K)
Filed 2026-11-09
Williams Jones Wealth Management, Llc.
INCREASED
Shares17,360 from 16,150
Change+1,210 (+7%)
Value$1.1M (+$209.9K)
Filed 2026-11-05
SMI Advisory Services, LLC
INCREASED
Shares17,341 from 14,379
Change+2,962 (+21%)
Value$1.1M (+$364.6K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED
Shares17,333 from 19,280
Change-1,947 (-10%)
Value$1.1M (+$42.0K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
DECREASED
Shares17,306 from 17,521
Change-215 (-1%)
Value$1.1M (+$133.8K)
Filed 2026-10-28
FSA Wealth Partners, Inc.
NEW
Shares17,223
Change+17,223
Value$1.1M
Filed 2026-10-26
Lazari Capital Management, Inc.
DECREASED
Shares17,205 from 19,404
Change-2,199 (-11%)
Value$1.1M (+$27.6K)
Filed 2026-10-20
Jm2 Capital Inc.
INCREASED
Shares17,190 from 17,132
Change+58 (+0%)
Value$1.1M (+$147.3K)
Filed 2026-10-14
Trust Co
DECREASED
Shares17,031 from 17,086
Change-55 (0%)
Value$1.0M (+$140.0K)
Filed 2026-10-09
Bluedoor Private Wealth, LLC
DECREASED
Shares16,987 from 17,355
Change-368 (-2%)
Value$1.0M (+$123.0K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
INCREASED
Shares16,928 from 16,923
Change+5 (+0%)
Value$1.0M (+$142.3K)
Filed 2026-11-02
Tritonpoint Wealth, LLC
UNCHANGED
Shares16,837 from 16,837
Change0 (0%)
Value$1.0M (+$141.3K)
Filed 2026-10-19
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares16,800 from 17,400
Change-600 (-3%)
Value$1.0M (+$103.7K)
Filed 2026-10-19
Horizon Financial Services, LLC
INCREASED
Shares16,793 from 14,987
Change+1,806 (+12%)
Value$1.0M (+$236.8K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
INCREASED
Shares16,729 from 16,716
Change+13 (+0%)
Value$1.0M (+$141.0K)
Filed 2026-10-20
Investors Asset Management of Georgia Inc
INCREASED
Shares16,708 from 16,573
Change+135 (+1%)
Value$1.0M (+$147.3K)
Filed 2026-10-20
Global Assets Advisory, LLC
INCREASED
Shares16,706 from 15,250
Change+1,456 (+10%)
Value$1.1M (+$256.8K)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
UNCHANGED
Shares16,700 from 16,700
Change0 (0%)
Value$1.0M (+$132.9K)
Filed 2026-11-04
Wealth Effects LLC
DECREASED
Shares16,693 from 16,935
Change-242 (-1%)
Value$1.0M (+$127.2K)
Filed 2026-10-23
C2c Wealth Management, LLC
UNCHANGED
Shares16,678 from 16,678
Change0 (0%)
Value$1.0M (+$139.9K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
INCREASED
Shares16,592 from 16,189
Change+403 (+2%)
Value$1.0M (+$160.6K)
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares16,509 from 17,165
Change-656 (-4%)
Value$1.0M (+$103.7K)
Filed 2026-11-03
Marco Investment Management LLC
INCREASED
Shares16,434 from 16,384
Change+50 (+0%)
Value$1.0M (+$140.5K)
Filed 2026-11-09
ARS Investment Partners, LLC
DECREASED
Shares16,370 from 16,714
Change-344 (-2%)
Value$1.0M (+$119.1K)
Filed 2026-11-05
Redwood Financial Network Corp
INCREASED
Shares16,278 from 15,076
Change+1,202 (+8%)
Value$1.0M (+$200.4K)
Filed 2026-11-03
Narus Financial Partners, LLC
INCREASED
Shares16,271 from 16,148
Change+123 (+1%)
Value$1.0M (+$143.0K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares16,229 from 15,759
Change+470 (+3%)
Value$998.1K (+$161.1K)
Filed 2026-10-21
SFI Advisors, LLC
NEW
Shares16,204
Change+16,204
Value$996.6K
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares16,134 from 6,853
Change+9,281 (+135%)
Value$992.2K (+$628.3K)
Filed 2026-11-06
Client 1ST Advisory Group, LLC
DECREASED
Shares16,027 from 16,342
Change-315 (-2%)
Value$985.7K (+$117.7K)
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares15,997 from 5,377
Change+10,620 (+198%)
Value$983.8K (+$698.2K)
Filed 2026-10-19
Glenview Trust Co
INCREASED
Shares15,972 from 13,556
Change+2,416 (+18%)
Value$982.3K (+$262.3K)
Filed 2026-10-28
Colonial River Investments, LLC
DECREASED
Shares15,898 from 17,345
Change-1,447 (-8%)
Value$977.8K (+$56.6K)
Filed 2026-10-19
BLB&B Advisors, LLC
DECREASED
Shares15,763 from 19,817
Change-4,054 (-20%)
Value$969.4K (-$83.1K)
Filed 2026-10-27
St. Johns Investment Management Company, LLC
INCREASED
Shares15,755 from 15,599
Change+156 (+1%)
Value$968.9K (+$140.5K)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares15,650 from 17,530
Change-1,880 (-11%)
Value$1.1M (+$127.3K)
Filed 2026-10-15
Nixon Peabody Trust Co
DECREASED
Shares15,650 from 15,652
Change-2 (0%)
Value$962.5K (+$131.2K)
Filed 2026-10-23
August Group Capital Ltd
INCREASED
Shares15,589 from 15,496
Change+93 (+1%)
Value$958.7K (+$135.8K)
Filed 2026-10-14
Overbrook Management Corp
INCREASED
Shares15,529 from 14,245
Change+1,284 (+9%)
Value$955.0K (+$198.5K)
Filed 2026-10-08
Kanawha Capital Management LLC
DECREASED
Shares15,443 from 15,627
Change-184 (-1%)
Value$949.7K (+$119.8K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares15,402 from 15,304
Change+98 (+1%)
Value$947.3K (+$134.5K)
Filed 2026-11-03
Sageworth Trust Co
UNCHANGED
Shares15,384 from 15,384
Change0 (0%)
Value$946.1K (+$129.1K)
Filed 2026-10-30
TCP Asset Management, LLC
INCREASED
Shares15,365 from 14,951
Change+414 (+3%)
Value$965.2K (+$171.2K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares15,359 from 35,605
Change-20,246 (-57%)
Value$944.6K (-$946.4K)
Filed 2026-10-15
Argyle Capital Partners, LLC
DECREASED
Shares15,251 from 16,104
Change-853 (-5%)
Value$937.9K (+$82.6K)
Filed 2026-10-23
Chicago Trust Co NA
DECREASED
Shares15,231 from 15,395
Change-164 (-1%)
Value$936.7K (+$119.1K)
Filed 2026-10-28
Carlson Financial, Inc.
INCREASED
Shares15,111 from 15,072
Change+39 (+0%)
Value$929.3K (+$128.6K)
Filed 2026-11-05
Cadinha & Co LLC
INCREASED
Shares15,070 from 15,014
Change+56 (+0%)
Value$926.8K (+$129.4K)
Filed 2026-10-22
Terra Nova Asset Management LLC
INCREASED
Shares15,036 from 4,267
Change+10,769 (+252%)
Value$924.7K (+$698.0K)
Filed 2026-10-13
Constitution Capital LLC
DECREASED
Shares14,925 from 15,125
Change-200 (-1%)
Value$917.9K (+$114.6K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares14,820 from 13,618
Change+1,202 (+9%)
Value$911.4K (+$188.2K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares14,817 from 16,129
Change-1,312 (-8%)
Value$911.2K (+$54.6K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED
Shares14,763 from 15,163
Change-400 (-3%)
Value$907.9K (+$102.6K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
INCREASED
Shares14,730 from 14,486
Change+244 (+2%)
Value$905.9K (+$136.5K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares14,673 from 14,732
Change-59 (0%)
Value$902.4K (+$120.0K)
Filed 2026-10-19
111 Capital
NEW
Shares14,664
Change+14,664
Value$901.8K
Filed 2026-11-03
MontVue Capital Management, Inc.
DECREASED
Shares14,646 from 15,688
Change-1,042 (-7%)
Value$900.7K (+$67.5K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares14,639 from 20,514
Change-5,875 (-29%)
Value$900.3K (-$189.2K)
Filed 2026-11-02
Agate Pass Investment Management, LLC
DECREASED
Shares14,562 from 15,285
Change-723 (-5%)
Value$895.6K (+$83.8K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares14,560 from 14,846
Change-286 (-2%)
Value$895.4K (+$107.0K)
Filed 2026-10-21
Argent Trust Co
INCREASED
Shares14,543 from 13,597
Change+946 (+7%)
Value$894.4K (+$172.3K)
Filed 2026-11-09
LightSquare Wealth Management, LLC
DECREASED
Shares14,542 from 14,766
Change-224 (-2%)
Value$894.3K (+$110.1K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
DECREASED
Shares14,492 from 14,570
Change-78 (-1%)
Value$891.3K (+$117.4K)
Filed 2026-10-26
Value Investment Professionals, LLC
DECREASED
Shares14,346 from 14,771
Change-425 (-3%)
Value$882.3K (+$97.8K)
Filed 2026-10-13
Granite FO LLC
UNCHANGED
Shares14,295 from 14,295
Change0 (0%)
Value$879.1K (+$119.9K)
Filed 2026-10-14
Accredited Investor Services, LLC
UNCHANGED
Shares14,291 from 14,291
Change0 (0%)
Value$878.9K (+$119.9K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares14,278 from 14,278
Change0 (0%)
Value$878.1K (+$119.8K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
NEW
Shares14,177
Change+14,177
Value$871.9K
Filed 2026-10-29
Richardson Financial Services Inc.
DECREASED
Shares14,126 from 15,751
Change-1,625 (-10%)
Value$868.8K (+$32.3K)
Filed 2026-10-30
Venture Visionary Partners LLC
DECREASED
Shares14,110 from 14,307
Change-197 (-1%)
Value$867.8K (+$108.0K)
Filed 2026-10-07
Sloy Dahl & Holst, LLC
UNCHANGED
Shares14,073 from 14,073
Change0 (0%)
Value$865.5K (+$118.1K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares14,070 from 13,491
Change+579 (+4%)
Value$865.3K (+$148.8K)
Filed 2026-10-14
Demars Financial Group, LLC
UNCHANGED
Shares14,019 from 14,019
Change0 (0%)
Value$862.2K (+$117.6K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares14,003 from 13,791
Change+212 (+2%)
Value$861.2K (+$128.8K)
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares13,941 from 12,685
Change+1,256 (+10%)
Value$857.4K (+$183.7K)
Filed 2026-10-14
Parkside Financial Bank & Trust
DECREASED
Shares13,915 from 17,802
Change-3,887 (-22%)
Value$855.8K (-$89.7K)
Filed 2026-10-27
Bfsg, LLC
DECREASED
Shares13,907 from 14,432
Change-525 (-4%)
Value$855.3K (+$88.8K)
Filed 2026-10-30
Factor Wealth Management LTD
DECREASED
Shares13,858 from 14,002
Change-144 (-1%)
Value$852.3K (+$108.6K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
DECREASED
Shares13,848 from 14,388
Change-540 (-4%)
Value$851.6K (+$87.5K)
Filed 2026-10-14
Nvwm, LLC
INCREASED
Shares13,818 from 13,725
Change+93 (+1%)
Value$849.8K (+$120.9K)
Filed 2026-10-14
Peoples Financial Services Corp.
DECREASED
Shares13,799 from 14,219
Change-420 (-3%)
Value$848.6K (+$93.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares13,737 from 10,959
Change+2,778 (+25%)
Value$844.9K (+$262.8K)
Filed 2026-10-22
Donaldson Capital Management, LLC
INCREASED
Shares13,715 from 13,703
Change+12 (+0%)
Value$843.5K (+$115.7K)
Filed 2026-11-09
MV Capital Management, Inc.
INCREASED
Shares13,678 from 13,635
Change+43 (+0%)
Value$841.2K (+$117.1K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
DECREASED
Shares13,571 from 15,179
Change-1,608 (-11%)
Value$839.9K (+$27.7K)
Filed 2026-10-22
Diligent Investors, LLC
DECREASED
Shares13,554 from 14,254
Change-700 (-5%)
Value$833.6K (+$76.5K)
Filed 2026-10-21
First Citizens Financial Corp
INCREASED
Shares13,533 from 13,097
Change+436 (+3%)
Value$832.3K (+$136.7K)
Filed 2026-10-02
Capital Wealth Alliance, LLC
DECREASED
Shares13,472 from 24,086
Change-10,614 (-44%)
Value$828.6K (-$451.7K)
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares13,060 from 14,564
Change-1,504 (-10%)
Value$803.2K (+$29.7K)
Filed 2026-11-06
Windsor Capital Management, LLC
DECREASED
Shares13,047 from 13,675
Change-628 (-5%)
Value$802.4K (+$76.1K)
Filed 2026-10-13
Adirondack Trust Co
DECREASED
Shares12,952 from 13,140
Change-188 (-1%)
Value$796.5K (+$98.7K)
Filed 2026-10-14
Selective Wealth Management, Inc.
DECREASED
Shares12,946 from 13,006
Change-60 (0%)
Value$861.7K (+$111.5K)
Filed 2026-10-16
Tctc Holdings, LLC
INCREASED
Shares12,764 from 12,364
Change+400 (+3%)
Value$785.0K (+$128.3K)
Filed 2026-11-02
PCG Asset Management, LLC
DECREASED
Shares12,714 from 21,006
Change-8,292 (-39%)
Value$781.9K (-$333.7K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares12,664 from 11,233
Change+1,431 (+13%)
Value$778.9K (+$182.3K)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares12,559 from 12,170
Change+389 (+3%)
Value$772.4K (+$126.0K)
Filed 2026-11-05
IPG Investment Advisors LLC
INCREASED
Shares12,505 from 9,005
Change+3,500 (+39%)
Value$769.1K (+$290.8K)
Filed 2026-10-30
Courier Capital LLC
DECREASED
Shares12,467 from 12,618
Change-151 (-1%)
Value$766.7K (+$96.6K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares12,450 from 12,340
Change+110 (+1%)
Value$765.7K (+$110.3K)
Filed 2026-10-20
Welch Group, LLC
DECREASED
Shares12,449 from 12,951
Change-502 (-4%)
Value$765.6K (+$77.8K)
Filed 2026-10-29
Bay Capital Advisors, LLC
DECREASED
Shares12,402 from 12,566
Change-164 (-1%)
Value$762.7K (+$95.3K)
Filed 2026-10-16
Helium Advisors LLC
DECREASED
Shares12,275 from 13,341
Change-1,066 (-8%)
Value$754.9K (+$46.4K)
Filed 2026-10-23
Pavion Blue Capital, LLC
DECREASED
Shares12,272 from 12,346
Change-74 (-1%)
Value$754.7K (+$99.0K)
Filed 2026-11-05
Meadowbrook Wealth Management, LLC
INCREASED
Shares12,241 from 9,385
Change+2,856 (+30%)
Value$752.8K (+$257.2K)
Filed 2026-10-08
Cowa, LLC
DECREASED
Shares12,220 from 12,320
Change-100 (-1%)
Value$751.5K (+$97.2K)
Filed 2026-10-30
Beacon Financial Advisory LLC
DECREASED
Shares12,189 from 12,595
Change-406 (-3%)
Value$749.6K (+$80.7K)
Filed 2026-10-16
Asset One Wealth Management LLC
DECREASED
Shares12,171 from 14,758
Change-2,587 (-18%)
Value$748.5K (-$85.3K)
Filed 2026-11-02
Obermeyer Wealth Partners
INCREASED
Shares12,137 from 10,800
Change+1,337 (+12%)
Value$746.4K (+$172.8K)
Filed 2026-10-21
Essential Investment Partners LLC
NEW
Shares12,078
Change+12,078
Value$742.8K
Filed 2026-10-27
Signaturefd, LLC
DECREASED
Shares11,996 from 12,113
Change-117 (-1%)
Value$737.8K (+$94.4K)
Filed 2026-10-23
Milestone Asset Management, LLC
DECREASED
Shares11,979 from 12,106
Change-127 (-1%)
Value$736.7K (+$93.8K)
Filed 2026-10-15
Pathway Financial Advisors LLC
UNCHANGED
Shares11,950 from 11,950
Change0 (0%)
Value$734.9K (+$98.9K)
Filed 2026-10-07
RMR Wealth Builders
INCREASED
Shares11,902 from 11,599
Change+303 (+3%)
Value$732.0K (+$115.9K)
Filed 2026-10-22
Financial Management Network Inc
INCREASED
Shares11,882 from 11,846
Change+36 (+0%)
Value$746.4K (+$63.1K)
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares11,778 from 11,541
Change+237 (+2%)
Value$724.4K (+$111.4K)
Filed 2026-10-27
Interchange Capital Partners, LLC
DECREASED
Shares11,748 from 11,764
Change-16 (0%)
Value$722.5K (+$97.7K)
Filed 2026-10-28
Berkshire Asset Management LLC
UNCHANGED
Shares11,748 from 11,748
Change0 (0%)
Value$722.5K (+$98.6K)
Filed 2026-11-10
Alchemi Wealth, LLC
DECREASED
Shares11,737 from 12,114
Change-377 (-3%)
Value$721.9K (+$78.5K)
Filed 2026-11-04
Narwhal Capital Management
DECREASED
Shares11,724 from 11,744
Change-20 (0%)
Value$721.0K (+$97.3K)
Filed 2026-11-04
Elevate Capital Advisors, LLC
DECREASED
Shares11,628 from 12,235
Change-607 (-5%)
Value$715.1K (+$65.3K)
Filed 2026-11-02
M Holdings Securities, Inc.
DECREASED
Shares11,623 from 11,820
Change-197 (-2%)
Value$779 (+$144)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares11,550 from 11,650
Change-100 (-1%)
Value$710.3K (+$91.6K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares11,537 from 12,718
Change-1,181 (-9%)
Value$709.6K (+$34.1K)
Filed 2026-11-02
Roberts Wealth Advisors, LLC
DECREASED
Shares11,530 from 12,106
Change-576 (-5%)
Value$709.1K (+$66.1K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares11,527 from 200
Change+11,327 (+5664%)
Value$708.9K (+$698.3K)
Filed 2026-10-30
Leavell Investment Management, Inc.
INCREASED
Shares11,520 from 10,106
Change+1,414 (+14%)
Value$708.5K (+$171.8K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares11,485 from 11,241
Change+244 (+2%)
Value$727.7K (+$113.5K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares11,480 from 11,453
Change+27 (+0%)
Value$706.0K (+$97.7K)
Filed 2026-10-23
Elser Financial Planning, Inc
UNCHANGED
Shares11,466 from 11,466
Change0 (0%)
Value$705.2K (+$96.2K)
Filed 2026-10-16
OceanIQ Capital, LLC
UNCHANGED
Shares11,400 from 11,400
Change0 (0%)
Value$766.1K (+$71.5K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
DECREASED
Shares11,346 from 14,206
Change-2,860 (-20%)
Value$697.8K (-$56.7K)
Filed 2026-10-27
Wesbanco Bank Inc
DECREASED
Shares11,260 from 11,262
Change-2 (0%)
Value$692.5K (+$94.4K)
Filed 2026-11-04
Lighthouse Wealth Management Inc.
DECREASED
Shares11,235 from 12,462
Change-1,227 (-10%)
Value$691.0K (+$29.1K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares11,225 from 11,425
Change-200 (-2%)
Value$690.4K (+$83.6K)
Filed 2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED
Shares11,187 from 11,187
Change0 (0%)
Value$594.1K ($0)
Filed 2026-10-13
MBL Wealth, LLC
INCREASED
Shares11,150 from 10,900
Change+250 (+2%)
Value$685.7K (+$106.8K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
UNCHANGED
Shares11,146 from 11,146
Change0 (0%)
Value$685.5K (+$93.5K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
INCREASED
Shares11,117 from 11,113
Change+4 (+0%)
Value$683.7K (+$93.5K)
Filed 2026-11-02
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares11,075 from 11,336
Change-261 (-2%)
Value$681.1K (+$79.1K)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares11,059 from 10,956
Change+103 (+1%)
Value$680.1K (+$98.3K)
Filed 2026-10-14
Ballew Advisors, Inc
DECREASED
Shares11,055 from 12,148
Change-1,093 (-9%)
Value$694.5K (+$48.0K)
Filed 2026-10-05
Successful Portfolios LLC
UNCHANGED
Shares11,005 from 11,005
Change0 (0%)
Value$694.9K (+$90.9K)
Filed 2026-10-09
Wealthcare Capital Partners, LLC
INCREASED
Shares11,003 from 10,963
Change+40 (+0%)
Value$676.7K (+$94.4K)
Filed 2026-10-21
Regency Capital Management Inc.\DE
DECREASED
Shares10,987 from 11,367
Change-380 (-3%)
Value$675.7K (+$72.0K)
Filed 2026-11-09
Klingman & Associates, LLC
UNCHANGED
Shares10,968 from 10,968
Change0 (0%)
Value$674.5K (+$92.0K)
Filed 2026-10-20
Artesa Financial Group, LLC
INCREASED
Shares10,902 from 9,965
Change+937 (+9%)
Value$670.5K (+$141.2K)
Filed 2026-10-29
Allegheny Financial Group
INCREASED
Shares10,848 from 9,868
Change+980 (+10%)
Value$667.2K (+$143.1K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
DECREASED
Shares10,759 from 11,422
Change-663 (-6%)
Value$661.7K (+$55.0K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares10,750 from 10,714
Change+36 (+0%)
Value$661.1K (+$92.1K)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares10,733
Change+10,733
Value$660.1K
Filed 2026-10-19
Weaver Consulting Group
UNCHANGED
Shares10,705 from 10,705
Change0 (0%)
Value$658.4K (+$89.8K)
Filed 2026-10-07
Globalt Investments LLC / GA
DECREASED
Shares10,688 from 11,040
Change-352 (-3%)
Value$657.3K (+$71.0K)
Filed 2026-10-27
WP Advisors, LLC
DECREASED
Shares10,658 from 10,925
Change-267 (-2%)
Value$655.5K (+$75.3K)
Filed 2026-10-22
Next Level Private LLC
INCREASED
Shares10,632 from 10,567
Change+65 (+1%)
Value$653.9K (+$92.7K)
Filed 2026-10-20
Wulff, Hansen & Co.
UNCHANGED
Shares10,540 from 10,540
Change0 (0%)
Value$648.2K (+$88.4K)
Filed 2026-11-09
Central Bank & Trust Co
INCREASED
Shares10,507 from 9,683
Change+824 (+9%)
Value$646.2K (+$131.9K)
Filed 2026-10-09
Auour Investments LLC
INCREASED
Shares10,422 from 9,954
Change+468 (+5%)
Value$641.0K (+$112.3K)
Filed 2026-10-28
Cornerstone National Bank & Trust Co
INCREASED
Shares10,414 from 9,954
Change+460 (+5%)
Value$653.0K (+$127.3K)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
DECREASED
Shares10,391 from 10,440
Change-49 (0%)
Value$639.0K (+$84.6K)
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED
Shares10,388 from 10,986
Change-598 (-5%)
Value$638.8K (+$55.4K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares10,387 from 10,230
Change+157 (+2%)
Value$638.8K (+$95.5K)
Filed 2026-10-14
Creekside Partners
UNCHANGED
Shares10,262 from 10,262
Change0 (0%)
Value$631.1K (+$86.1K)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares10,213 from 10,200
Change+13 (+0%)
Value$628.1K (+$86.4K)
Filed 2026-10-29
Sanders Morris Harris LLC
NEW
Shares10,200
Change+10,200
Value$632.8K
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares10,176 from 8,995
Change+1,181 (+13%)
Value$625.8K (+$148.1K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
INCREASED
Shares10,170 from 9,810
Change+360 (+4%)
Value$625.5K (+$104.5K)
Filed 2026-10-23
KG Capital Management
DECREASED
Shares10,139 from 10,346
Change-207 (-2%)
Value$623.5K (+$74.0K)
Filed 2026-10-15
Secure Asset Management, LLC
INCREASED
Shares10,121 from 9,042
Change+1,079 (+12%)
Value$622.5K (+$142.3K)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares10,059 from 11,648
Change-1,589 (-14%)
Value$618.6K (+$4)
Filed 2026-11-05
Payne Capital Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$646.2K (+$115.1K)
Filed 2026-11-09
Bauman Advisory Group, LLC
UNCHANGED
Shares9,993 from 9,993
Change0 (0%)
Value$614.6K (+$83.8K)
Filed 2026-10-29
Madrid Wealth Management, LLC
UNCHANGED
Shares9,907 from 9,907
Change0 (0%)
Value$609.3K (+$83.1K)
Filed 2026-10-23
Investment House LLC
INCREASED
Shares9,886 from 9,238
Change+648 (+7%)
Value$608.0K (+$117.4K)
Filed 2026-10-21
Cape ANN Savings Bank
UNCHANGED
Shares9,812 from 9,812
Change0 (0%)
Value$603.4K (+$82.3K)
Filed 2026-11-09
Finivi Inc.
DECREASED
Shares9,806 from 9,930
Change-124 (-1%)
Value$603.1K (+$75.7K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
INCREASED
Shares9,794 from 9,337
Change+457 (+5%)
Value$602 (-$495.4K)
Filed 2026-10-20
Mechanics Bank Trust Department
DECREASED
Shares9,703 from 15,783
Change-6,080 (-39%)
Value$596.7K (-$241.5K)
Filed 2026-10-13
Flywheel Private Wealth LLC
DECREASED
Shares9,682 from 11,322
Change-1,640 (-14%)
Value$595.4K (-$5.9K)
Filed 2026-11-02
Firestone Capital Management
INCREASED
Shares9,629 from 9,594
Change+35 (+0%)
Value$592.2K (+$82.7K)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares9,582 from 13,502
Change-3,920 (-29%)
Value$589.3K (-$127.8K)
Filed 2026-10-30
Hutchinson Capital Management
INCREASED
Shares9,546 from 9,541
Change+5 (+0%)
Value$587.1K (+$80.4K)
Filed 2026-11-09
KW Wealth Management LLC
NEW
Shares9,528
Change+9,528
Value$586.0K
Filed 2026-10-28
Nova Financial LLC
NEW
Shares9,483
Change+9,483
Value$583.2K
Filed 2026-11-04
Roxbury Financial LLC
DECREASED
Shares9,449 from 9,638
Change-189 (-2%)
Value$581.1K (+$69.3K)
Filed 2026-10-01
Shulman DeMeo Asset Management LLC
INCREASED
Shares9,422 from 9,420
Change+2 (+0%)
Value$597.8K (+$97.5K)
Filed 2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED
Shares9,403 from 8,750
Change+653 (+7%)
Value$578.3K (+$113.6K)
Filed 2026-10-19
North Star Investment Management Corp.
DECREASED
Shares9,398 from 9,405
Change-7 (0%)
Value$578.0K (+$78.4K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
INCREASED
Shares9,336 from 4,358
Change+4,978 (+114%)
Value$574.2K (+$342.7K)
Filed 2026-10-26
Hegarty Advisors, LLC
INCREASED
Shares9,325 from 8,415
Change+910 (+11%)
Value$573.5K (+$126.6K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares9,306 from 9,306
Change0 (0%)
Value$572.3K (+$78.1K)
Filed 2026-10-15
Shepherd Financial Partners LLC
INCREASED
Shares9,232 from 9,196
Change+36 (+0%)
Value$567.8K (+$79.4K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares9,218 from 9,180
Change+38 (+0%)
Value$566.9K (+$79.3K)
Filed 2026-10-15
Poehling Capital Management, Inc.
DECREASED
Shares9,202 from 9,211
Change-9 (0%)
Value$565.9K (+$76.7K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
DECREASED
Shares9,158 from 9,786
Change-628 (-6%)
Value$563.2K (+$43.5K)
Filed 2026-11-05
Fulcrum Equity Management
DECREASED
Shares9,149 from 18,331
Change-9,182 (-50%)
Value$562.7K (-$410.9K)
Filed 2026-10-21
Shoker Investment Counsel, Inc.
INCREASED
Shares9,145 from 9,139
Change+6 (+0%)
Value$562.4K (+$77.1K)
Filed 2026-11-04
MMA Asset Management LLC
INCREASED
Shares9,123 from 8,246
Change+877 (+11%)
Value$561.1K (+$123.1K)
Filed 2026-11-02
Guardian Asset Advisors, LLC
INCREASED
Shares9,108 from 8,969
Change+139 (+2%)
Value$560.2K (+$83.8K)
Filed 2026-10-16
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares9,105 from 7,803
Change+1,302 (+17%)
Value$560.0K (+$145.5K)
Filed 2026-10-14
Legacy Capital Group California, Inc.
INCREASED
Shares9,105 from 8,953
Change+152 (+2%)
Value$560.0K (+$84.5K)
Filed 2026-11-09
Pinnacle Bancorp, Inc.
DECREASED
Shares9,103 from 9,113
Change-10 (0%)
Value$559.8K (+$75.8K)
Filed 2026-10-21
Mayfair Advisory Group, LLC
INCREASED
Shares9,103 from 9,101
Change+2 (+0%)
Value$559.9K (+$17.3K)
Filed 2026-10-20
CX Institutional
DECREASED
Shares9,081 from 35,602
Change-26,521 (-74%)
Value$558 (-$1.3K)
Filed 2026-10-02
Annex Advisory Services, LLC
INCREASED
Shares9,049 from 8,936
Change+113 (+1%)
Value$556.5K (+$82.0K)
Filed 2026-10-16
Royal Fund Management, LLC
DECREASED
Shares9,009 from 147,897
Change-138,888 (-94%)
Value$554.1K (-$7.3M)
Filed 2026-10-22
MBE Wealth Management, LLC
DECREASED
Shares9,009 from 9,370
Change-361 (-4%)
Value$554.0K (+$56.4K)
Filed 2026-10-26
Plimoth Trust Co LLC
INCREASED
Shares8,941 from 8,133
Change+808 (+10%)
Value$549.9K (+$117.9K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares8,918 from 8,918
Change0 (0%)
Value$548.5K (+$74.8K)
Filed 2026-10-22
Sage Investment Advisers LLC
DECREASED
Shares8,831 from 9,068
Change-237 (-3%)
Value$543.1K (+$61.5K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,830 from 8,838
Change-8 (0%)
Value$543.1K (+$73.7K)
Filed 2026-10-14
Schmidt P J Investment Management Inc
UNCHANGED
Shares8,798 from 8,798
Change0 (0%)
Value$541.1K (+$73.8K)
Filed 2026-11-02
Gradient Capital Advisors, LLC
INCREASED
Shares8,784 from 8,553
Change+231 (+3%)
Value$540.2K (+$86.0K)
Filed 2026-10-21
Coldstream Capital Management Inc
INCREASED
Shares8,689 from 8,539
Change+150 (+2%)
Value$534.3K (+$80.9K)
Filed 2026-11-09
Objective Capital Management, LLC
UNCHANGED
Shares8,689 from 8,689
Change0 (0%)
Value$534.4K (+$73.0K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares8,682 from 7,710
Change+972 (+13%)
Value$533.9K (+$124.4K)
Filed 2026-10-07
Sprinkle Financial Consultants LLC
INCREASED
Shares8,618 from 8,558
Change+60 (+1%)
Value$530.0K (+$75.5K)
Filed 2026-10-09
Global View Capital Management LLC
INCREASED
Shares8,608 from 7,845
Change+763 (+10%)
Value$529.4K (+$112.7K)
Filed 2026-10-28
Quartz Partners, LLC
DECREASED
Shares8,594 from 10,661
Change-2,067 (-19%)
Value$528.5K (-$37.7K)
Filed 2026-11-03
City Center Advisors, LLC
DECREASED
Shares8,593 from 24,578
Change-15,985 (-65%)
Value$528.4K (-$776.9K)
Filed 2026-10-08
Keudell ison Wealth Management
INCREASED
Shares8,540 from 7,820
Change+720 (+9%)
Value$525.2K (+$109.9K)
Filed 2026-10-16
Hengehold Capital Management LLC
DECREASED
Shares8,536 from 9,077
Change-541 (-6%)
Value$524.9K (+$42.8K)
Filed 2026-10-16
Roman Butler Fullerton & Co
DECREASED
Shares8,533 from 18,760
Change-10,227 (-55%)
Value$578.6K (-$485.9K)
Filed 2026-10-27
Chapin Davis, Inc.
INCREASED
Shares8,507 from 8,449
Change+58 (+1%)
Value$523.2K (+$74.5K)
Filed 2026-10-09
Northstar Group, Inc.
UNCHANGED
Shares8,454 from 8,454
Change0 (0%)
Value$519.9K (+$71.0K)
Filed 2026-11-10
S&A Financial Services, Inc.
INCREASED
Shares8,420 from 8,408
Change+12 (+0%)
Value$517.8K (+$71.3K)
Filed 2026-11-03
Commerce Advisors, LLC
INCREASED
Shares8,393 from 8,347
Change+46 (+1%)
Value$516.2K (+$72.9K)
Filed 2026-10-19
Park Edge Advisors, LLC
DECREASED
Shares8,364 from 22,362
Change-13,998 (-63%)
Value$514.4K (-$673.3K)
Filed 2026-10-28
Lighthouse Financial LLC
INCREASED
Shares8,364 from 7,314
Change+1,050 (+14%)
Value$514.4K (+$125.9K)
Filed 2026-10-23
Global Financial Private Client, LLC
DECREASED
Shares8,269 from 8,277
Change-8 (0%)
Value$508.5K (+$69.0K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares8,238 from 18,684
Change-10,446 (-56%)
Value$506.6K (-$485.7K)
Filed 2026-10-13
Orrstown Financial Services Inc
DECREASED
Shares8,235 from 8,701
Change-466 (-5%)
Value$506.5K (+$44.3K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares8,224 from 8,974
Change-750 (-8%)
Value$505.8K (+$29.2K)
Filed 2026-10-30
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares8,222 from 8,222
Change0 (0%)
Value$505.7K (+$69.0K)
Filed 2026-10-13
Hopwood Financial Services, Inc.
INCREASED
Shares8,179 from 8,076
Change+103 (+1%)
Value$503.0K (+$74.1K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
UNCHANGED
Shares8,161 from 8,161
Change0 (0%)
Value$502.0K (+$68.5K)
Filed 2026-10-09
Everett Harris & Co
UNCHANGED
Shares8,160 from 8,160
Change0 (0%)
Value$501.8K (+$68.5K)
Filed 2026-10-28
Gryphon Financial Partners LLC
DECREASED
Shares8,146 from 8,346
Change-200 (-2%)
Value$501.0K (+$57.7K)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares8,138 from 8,351
Change-213 (-3%)
Value$518.8K (+$75.3K)
Filed 2026-10-21
West Wealth Group, LLC
INCREASED
Shares8,126 from 8,077
Change+49 (+1%)
Value$499.8K (+$70.8K)
Filed 2026-10-14
Tidemark, LLC
INCREASED
Shares8,116 from 7,832
Change+284 (+4%)
Value$499.2K (+$83.2K)
Filed 2026-11-09
Measured Risk Portfolios, Inc.
INCREASED
Shares8,099 from 7,935
Change+164 (+2%)
Value$498.1K (+$76.7K)
Filed 2026-10-21
Blackhawk Capital Partners, LLC
NEW
Shares8,085
Change+8,085
Value$497.2K
Filed 2026-11-10
Members Wealth LLC
UNCHANGED
Shares8,058 from 8,058
Change0 (0%)
Value$510.6K (+$82.6K)
Filed 2026-10-20
Builder Investment Group Inc
UNCHANGED
Shares8,050 from 8,050
Change0 (0%)
Value$495.1K (+$67.5K)
Filed 2026-10-22
Laraway Financial Advisors Inc
DECREASED
Shares8,044 from 9,009
Change-965 (-11%)
Value$494.7K (+$16.2K)
Filed 2026-11-09
Gallacher Capital Management LLC
DECREASED
Shares8,025 from 10,225
Change-2,200 (-22%)
Value$493.5K (-$49.5K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares8,010 from 6,331
Change+1,679 (+27%)
Value$492.6K (+$156.3K)
Filed 2026-11-03
Towerpoint Wealth, LLC
DECREASED
Shares8,005 from 10,906
Change-2,901 (-27%)
Value$492.3K (-$86.9K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
DECREASED
Shares8,004 from 13,004
Change-5,000 (-38%)
Value$492.2K (-$198.4K)
Filed 2026-10-15
Seelaus Asset Management LLC
DECREASED
Shares8,004 from 8,684
Change-680 (-8%)
Value$492.2K (+$31.0K)
Filed 2026-10-14
Northbridge Financial Group, LLC
INCREASED
Shares8,001 from 7,868
Change+133 (+2%)
Value$510.1K (+$92.2K)
Filed 2026-11-05
Auxano Advisors, LLC
UNCHANGED
Shares7,966 from 7,966
Change0 (0%)
Value$489.9K (+$66.8K)
Filed 2026-11-06
Moneywise, Inc.
DECREASED
Shares7,955 from 118,532
Change-110,577 (-93%)
Value$489.2K (-$5.8M)
Filed 2026-10-30
Earned Wealth Advisors, LLC
INCREASED
Shares7,897 from 7,449
Change+448 (+6%)
Value$485.7K (+$90.1K)
Filed 2026-11-06
Lake Street Private Wealth, LLC
INCREASED
Shares7,897 from 7,550
Change+347 (+5%)
Value$485.7K (+$84.6K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
UNCHANGED
Shares7,879 from 7,879
Change0 (0%)
Value$484.6K (+$66.1K)
Filed 2026-10-07
Occidental Asset Management, LLC
DECREASED
Shares7,871 from 26,114
Change-18,243 (-70%)
Value$484.0K (-$902.9K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares7,859 from 8,213
Change-354 (-4%)
Value$483.3K (+$47.1K)
Filed 2026-10-22
Uhlmann Price Securities, LLC
INCREASED
Shares7,830 from 5,426
Change+2,404 (+44%)
Value$481.6K (+$193.4K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares7,820 from 4,280
Change+3,540 (+83%)
Value$480.9K (+$253.6K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares7,801 from 7,311
Change+490 (+7%)
Value$479.8K (+$91.5K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
INCREASED
Shares7,772 from 5,272
Change+2,500 (+47%)
Value$478.0K (+$198.0K)
Filed 2026-10-22
Ulland Investment Advisors, LLC
DECREASED
Shares7,770 from 7,970
Change-200 (-3%)
Value$478 (+$55)
Filed 2026-10-13
RDA Financial Network
DECREASED
Shares7,727 from 9,751
Change-2,024 (-21%)
Value$475.2K (-$42.7K)
Filed 2026-10-15
Paladin Partners, LLC
DECREASED
Shares7,710 from 43,110
Change-35,400 (-82%)
Value$474.2K (-$1.8M)
Filed 2026-10-06
Centennial Wealth Advisory LLC
INCREASED
Shares7,709 from 7,614
Change+95 (+1%)
Value$474.1K (+$69.7K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
NEW
Shares7,661
Change+7,661
Value$471.2K
Filed 2026-11-02
Ellerson Group Inc
INCREASED
Shares7,646 from 7,170
Change+476 (+7%)
Value$509.8K (+$129.0K)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares7,642 from 6,965
Change+677 (+10%)
Value$470.0K (+$100.1K)
Filed 2026-10-22
Arbor Investment Advisors, LLC
DECREASED
Shares7,640 from 8,892
Change-1,252 (-14%)
Value$469.9K (-$2.4K)
Filed 2026-10-26
Searle & Co.
UNCHANGED
Shares7,635 from 7,635
Change0 (0%)
Value$469.5K (+$64.1K)
Filed 2026-11-04
City Holding Co
INCREASED
Shares7,620 from 6,770
Change+850 (+13%)
Value$468.6K (+$109.1K)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,522 from 7,387
Change+135 (+2%)
Value$462.6K (+$70.3K)
Filed 2026-10-13
Capital Investment Counsel, Inc
DECREASED
Shares7,502 from 9,126
Change-1,624 (-18%)
Value$461.4K (-$23.3K)
Filed 2026-10-20
4Wealth Advisors, Inc.
INCREASED
Shares7,464 from 6,828
Change+636 (+9%)
Value$459.4K (+$93.5K)
Filed 2026-10-13
Advisors Preferred, LLC
NEW
Shares7,458
Change+7,458
Value$468.5K
Filed 2026-11-09
Clark Asset Management, LLC
NEW
Shares7,433
Change+7,433
Value$457.1K
Filed 2026-10-19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares7,406 from 7,406
Change0 (0%)
Value$455.5K (+$62.1K)
Filed 2026-11-09
Castleview Partners, LLC
DECREASED
Shares7,389 from 7,489
Change-100 (-1%)
Value$454.4K (+$56.7K)
Filed 2026-10-09
Baldwin Wealth Partners LLC
UNCHANGED
Shares7,383 from 7,383
Change0 (0%)
Value$454.1K (+$61.9K)
Filed 2026-10-13
LJI Wealth Management, LLC
DECREASED
Shares7,370 from 7,470
Change-100 (-1%)
Value$453.3K (+$56.5K)
Filed 2026-10-28
Novem Group
INCREASED
Shares7,347 from 7,125
Change+222 (+3%)
Value$451.9K (+$73.5K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares7,255 from 11,068
Change-3,813 (-34%)
Value$446.2K (-$91.6K)
Filed 2026-10-20
Clearview Wealth Management LLC
INCREASED
Shares7,251 from 7,149
Change+102 (+1%)
Value$487.3K (+$107.6K)
Filed 2026-10-16
Apex Wealth Management, LLC
INCREASED
Shares7,213 from 7,171
Change+42 (+1%)
Value$443.6K (+$62.8K)
Filed 2026-10-20
Bank of Stockton
DECREASED
Shares7,201 from 7,711
Change-510 (-7%)
Value$442.9K (+$33.3K)
Filed 2026-10-20
Private Wealth Group, LLC
UNCHANGED
Shares7,187 from 7,187
Change0 (0%)
Value$442.0K (+$60.3K)
Filed 2026-10-19
Howard Financial Services, Ltd.
INCREASED
Shares7,123 from 6,858
Change+265 (+4%)
Value$438.0K (+$73.8K)
Filed 2026-10-15
Mustard Seed Financial, LLC
INCREASED
Shares7,119 from 6,176
Change+943 (+15%)
Value$437.8K (+$109.8K)
Filed 2026-10-30
Raab & Moskowitz Asset Management LLC
INCREASED
Shares7,098 from 7,095
Change+3 (+0%)
Value$436.5K (+$59.7K)
Filed 2026-11-02
Sonata Capital Group Inc
INCREASED
Shares7,095 from 7,074
Change+21 (+0%)
Value$436.4K (+$60.7K)
Filed 2026-10-19
VCI Wealth Management LLC
INCREASED
Shares7,055 from 4,443
Change+2,612 (+59%)
Value$433.9K (+$197.9K)
Filed 2026-10-29
15 Wealth Advisors LLC
NEW
Shares7,049
Change+7,049
Value$433.5K
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares6,996 from 6,347
Change+649 (+10%)
Value$430.3K (+$93.2K)
Filed 2026-10-28
Sacks & Associates, LLC
INCREASED
Shares6,989 from 6,983
Change+6 (+0%)
Value$429.8K (+$14.0K)
Filed 2026-10-09
BNB Wealth Management, LLC
INCREASED
Shares6,975 from 5,331
Change+1,644 (+31%)
Value$429.0K (+$145.8K)
Filed 2026-10-28
Abbington Investment Group
INCREASED
Shares6,929 from 6,907
Change+22 (+0%)
Value$426.1K (+$59.3K)
Filed 2026-11-03
Tenet Wealth Partners, LLC
UNCHANGED
Shares6,910 from 6,910
Change0 (0%)
Value$425.0K (+$21.7K)
Filed 2026-10-19
waypoint wealth counsel
INCREASED
Shares6,877 from 5,445
Change+1,432 (+26%)
Value$422.9K (+$133.7K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares6,844 from 6,691
Change+153 (+2%)
Value$420.9K (+$65.5K)
Filed 2026-10-14
Surience Private Wealth LLC
NEW
Shares6,832
Change+6,832
Value$420.2K
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares6,809
Change+6,809
Value$418.7K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares6,809 from 6,720
Change+89 (+1%)
Value$418.7K (+$61.9K)
Filed 2026-10-14
Genesee Capital Advisors, LLC
DECREASED
Shares6,725 from 6,817
Change-92 (-1%)
Value$413.6K (+$51.5K)
Filed 2026-10-20
United Financial Planning Group LLC
INCREASED
Shares6,708 from 6,667
Change+41 (+1%)
Value$412.5K (+$58.4K)
Filed 2026-11-04
Facet Wealth, Inc.
NEW
Shares6,692
Change+6,692
Value$411.6K
Filed 2026-11-04
Atticus Wealth Management, LLC
NEW
Shares6,687
Change+6,687
Value$411.3K
Filed 2026-10-20
Straight Path Wealth Management
INCREASED
Shares6,648 from 6,460
Change+188 (+3%)
Value$408.8K (+$65.7K)
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares6,596 from 6,596
Change0 (0%)
Value$405.7K (+$55.3K)
Filed 2026-10-15
Waystone Advisors LLC
DECREASED
Shares6,573 from 6,701
Change-128 (-2%)
Value$349.1K (-$6.8K)
Filed 2026-10-16
Westco Advisory Services Inc
DECREASED
Shares6,571 from 6,667
Change-96 (-1%)
Value$404.1K (+$50.0K)
Filed 2026-10-14
Bensler, LLC
DECREASED
Shares6,522 from 7,101
Change-579 (-8%)
Value$401.1K (+$24.0K)
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares6,518 from 6,518
Change0 (0%)
Value$400.9K (+$54.7K)
Filed 2026-10-21
Keystone Wealth Services, LLC
INCREASED
Shares6,493 from 4,453
Change+2,040 (+46%)
Value$399.6K (+$163.1K)
Filed 2026-11-03
Zinnia Wealth Advisory, LLC
INCREASED
Shares6,468 from 6,381
Change+87 (+1%)
Value$397.8K (+$58.9K)
Filed 2026-11-06
MBA Advisors LLC
DECREASED
Shares6,463 from 7,039
Change-576 (-8%)
Value$397.5K (+$23.6K)
Filed 2026-10-29
Vilga Financial Planning LLC
INCREASED
Shares6,447 from 6,080
Change+367 (+6%)
Value$396.5K (+$73.6K)
Filed 2026-10-09
Wealthgarden F.S. LLC
DECREASED
Shares6,381 from 8,178
Change-1,797 (-22%)
Value$392.5K (-$41.9K)
Filed 2026-11-09
Synergy Asset Management, LLC
DECREASED
Shares6,368 from 6,641
Change-273 (-4%)
Value$391.6K (+$38.9K)
Filed 2026-11-05
Mirador Capital Partners LP
DECREASED
Shares6,317 from 6,946
Change-629 (-9%)
Value$388.5K (+$19.6K)
Filed 2026-10-09
Fortis Capital Advisors, LLC
NEW
Shares6,316
Change+6,316
Value$388.4K
Filed 2026-11-09
Pacific Center for Financial Services
INCREASED
Shares6,313 from 6,306
Change+7 (+0%)
Value$388.2K (+$53.3K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
DECREASED
Shares6,276 from 6,440
Change-164 (-3%)
Value$386.0K (+$43.9K)
Filed 2026-10-14
Montecito Bank & Trust
DECREASED
Shares6,252 from 6,452
Change-200 (-3%)
Value$384.5K (+$41.8K)
Filed 2026-10-01
Arrow Financial Corp
UNCHANGED
Shares6,242 from 6,242
Change0 (0%)
Value$383.9K (+$52.4K)
Filed 2026-10-26
Brick & Kyle, Associates
DECREASED
Shares6,231 from 6,318
Change-87 (-1%)
Value$383.2K (-$3.8K)
Filed 2026-11-05
Western Pacific Wealth Management, LP
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$381.3K (+$52.0K)
Filed 2026-10-16
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,184
Change+6,184
Value$387.7K
Filed 2026-10-15
Ulrich Consultants & Investment Group, LLC
NEW
Shares6,145
Change+6,145
Value$377.9K
Filed 2026-10-13
Well Done, LLC
UNCHANGED
Shares6,136 from 6,136
Change0 (0%)
Value$377.4K (+$51.5K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
INCREASED
Shares6,123 from 5,771
Change+352 (+6%)
Value$390.3K (+$83.2K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares6,117 from 5,960
Change+157 (+3%)
Value$376.2K (+$59.7K)
Filed 2026-10-23
Rockwood Wealth Management, LLC
INCREASED
Shares6,105 from 5,996
Change+109 (+2%)
Value$375.5K (+$57.0K)
Filed 2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED
Shares6,093 from 6,820
Change-727 (-11%)
Value$374.7K (+$12.5K)
Filed 2026-11-04
GEM Asset Management, LLC
INCREASED
Shares6,088 from 6,051
Change+37 (+1%)
Value$374.4K (+$53.0K)
Filed 2026-10-13
Eagle Capital Management, LLC
DECREASED
Shares6,065 from 6,106
Change-41 (-1%)
Value$373 (+$49)
Filed 2026-10-19
American National Bank & Trust
UNCHANGED
Shares6,024 from 6,024
Change0 (0%)
Value$370.5K (+$50.5K)
Filed 2026-10-07
Northwest Wealth Advisors, LLC
INCREASED
Shares6,000 from 5,949
Change+51 (+1%)
Value$369.0K (+$53.0K)
Filed 2026-11-02
Latitude Advisors, LLC
INCREASED
Shares5,986 from 5,146
Change+840 (+16%)
Value$368.1K (+$94.8K)
Filed 2026-10-27
Beacon Bank & Trust
DECREASED
Shares5,930 from 6,030
Change-100 (-2%)
Value$364.7K (+$44.4K)
Filed 2026-10-27
Advisory Resource Group
DECREASED
Shares5,929 from 7,500
Change-1,571 (-21%)
Value$364.6K (-$33.7K)
Filed 2026-10-26
Watershed Private Wealth LLC
DECREASED
Shares5,919 from 5,938
Change-19 (0%)
Value$364.0K (+$48.7K)
Filed 2026-10-30
Bullock Wealth Management Group
INCREASED
Shares5,895 from 5,788
Change+107 (+2%)
Value$369.6K (+$64.0K)
Filed 2026-10-09
Founders Financial Alliance, LLC
DECREASED
Shares5,879 from 6,512
Change-633 (-10%)
Value$361.6K (+$15.7K)
Filed 2026-11-10
Whitener Capital Management, Inc.
INCREASED
Shares5,879 from 5,672
Change+207 (+4%)
Value$361.6K (+$60.3K)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
INCREASED
Shares5,864 from 5,839
Change+25 (+0%)
Value$360.6K (+$50.5K)
Filed 2026-10-15
BCS Wealth Management
DECREASED
Shares5,852 from 5,878
Change-26 (0%)
Value$359.9K (+$47.7K)
Filed 2026-11-03
Atala Financial Inc
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$359.8K (+$49.1K)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
DECREASED
Shares5,842 from 7,337
Change-1,495 (-20%)
Value$359.3K (-$30.4K)
Filed 2026-11-05
Rainier Family Wealth Inc
UNCHANGED
Shares5,834 from 5,834
Change0 (0%)
Value$358.8K (+$48.9K)
Filed 2026-11-02
MW Advisory, LLC
INCREASED
Shares5,816 from 5,468
Change+348 (+6%)
Value$357.7K (+$67.3K)
Filed 2026-10-19
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$356.8K (+$48.7K)
Filed 2026-10-13
Doliver Advisors, LP
DECREASED
Shares5,766 from 5,786
Change-20 (0%)
Value$354.6K (+$47.3K)
Filed 2026-10-01
Clifford Swan Investment Counsel LLC
DECREASED
Shares5,750 from 6,104
Change-354 (-6%)
Value$353.6K (+$29.4K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares5,723 from 5,439
Change+284 (+5%)
Value$351.9K (+$63.1K)
Filed 2026-10-08
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,710 from 5,420
Change+290 (+5%)
Value$351.2K (+$63.3K)
Filed 2026-10-19
Uniting Wealth Partners, LLC
INCREASED
Shares5,704 from 4,872
Change+832 (+17%)
Value$350.8K (+$92.1K)
Filed 2026-11-06
Childress Capital Advisors, LLC
UNCHANGED
Shares5,694 from 5,694
Change0 (0%)
Value$350.2K (+$47.8K)
Filed 2026-10-28
1834 Investment Advisors Co
DECREASED
Shares5,678 from 6,836
Change-1,158 (-17%)
Value$349.2K (-$13.9K)
Filed 2026-10-16
JSF Financial, LLC
INCREASED
Shares5,634 from 5,235
Change+399 (+8%)
Value$346.5K (+$68.5K)
Filed 2026-10-22
Meridian Financial Advisors, LLC
INCREASED
Shares5,625 from 5,624
Change+1 (+0%)
Value$345.9K (+$47.3K)
Filed 2026-10-14
GGM Financial LLC
INCREASED
Shares5,586 from 5,552
Change+34 (+1%)
Value$343.6K (+$48.7K)
Filed 2026-11-05
Uptown Financial Advisors LLC
DECREASED
Shares5,575 from 5,603
Change-28 (0%)
Value$342.9K (+$45.3K)
Filed 2026-10-15
Aaron Wealth Advisors LLC
UNCHANGED
Shares5,534 from 5,534
Change0 (0%)
Value$340.4K (+$46.4K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares5,530 from 5,209
Change+321 (+6%)
Value$340.1K (+$63.5K)
Filed 2026-10-29
River Street Advisors LLC
DECREASED
Shares5,508 from 5,533
Change-25 (0%)
Value$338.7K (+$44.9K)
Filed 2026-10-22
Southland Equity Partners LLC
INCREASED
Shares5,493 from 5,284
Change+209 (+4%)
Value$337.8K (+$57.2K)
Filed 2026-10-14
Eagle Strategies LLC
DECREASED
Shares5,471 from 8,487
Change-3,016 (-36%)
Value$336.5K (-$114.3K)
Filed 2026-10-16
Highland Capital Management, LLC
UNCHANGED
Shares5,406 from 5,406
Change0 (0%)
Value$332.5K (+$45.4K)
Filed 2026-10-26
Independent Wealth Advisors LLC
INCREASED
Shares5,401 from 5,375
Change+26 (+0%)
Value$332.2K (+$46.7K)
Filed 2026-10-27
Rhodes Investment Advisors Inc
INCREASED
Shares5,380 from 5,310
Change+70 (+1%)
Value$330.9K (+$48.9K)
Filed 2026-10-07
BankChampaign, National Association
DECREASED
Shares5,360 from 5,477
Change-117 (-2%)
Value$329.6K (+$38.8K)
Filed 2026-10-19
Marks Group Wealth Management, Inc
UNCHANGED
Shares5,354 from 5,354
Change0 (0%)
Value$329.3K (+$44.9K)
Filed 2026-11-05
Heritage Trust Co
UNCHANGED
Shares5,353 from 5,353
Change0 (0%)
Value$329.2K (+$44.9K)
Filed 2026-11-09
Centerpoint Advisory Group
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$329.0K (+$44.9K)
Filed 2026-10-23
Future Financial Wealth Managment LLC
INCREASED
Shares5,346 from 5,344
Change+2 (+0%)
Value$328.8K (+$11.5K)
Filed 2026-10-15
Physicians Financial Services, Inc.
DECREASED
Shares5,341 from 5,882
Change-541 (-9%)
Value$328 (-$311.7K)
Filed 2026-11-04
LVM Capital Management LTD
INCREASED
Shares5,309 from 5,187
Change+122 (+2%)
Value$326.5K (+$326.2K)
Filed 2026-10-20
NWF Advisory Services Inc.
DECREASED
Shares5,242 from 5,518
Change-276 (-5%)
Value$322.5K (+$29.4K)
Filed 2026-10-19
New England Private Wealth Advisors LLC
INCREASED
Shares5,241 from 5,224
Change+17 (+0%)
Value$322.3K (+$10.8K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares5,216 from 4,562
Change+654 (+14%)
Value$320.8K (+$78.5K)
Filed 2026-10-08
Pictet North America Advisors SA
UNCHANGED
Shares5,214 from 5,214
Change0 (0%)
Value$320.7K (+$43.7K)
Filed 2026-10-21
Beaton Management Co. Inc.
DECREASED
Shares5,208 from 5,340
Change-132 (-2%)
Value$320 (-$283.7K)
Filed 2026-11-09
Leo Wealth, LLC
NEW
Shares5,202
Change+5,202
Value$319.9K
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares5,202 from 5,389
Change-187 (-3%)
Value$319.9K (+$33.7K)
Filed 2026-10-21
Embree Financial Group
DECREASED
Shares5,172 from 5,673
Change-501 (-9%)
Value$318.1K (+$16.8K)
Filed 2026-10-22
SYM Financial Corp
DECREASED
Shares5,166 from 13,017
Change-7,851 (-60%)
Value$317.7K (-$373.6K)
Filed 2026-10-26
Boston Standard Wealth Management, LLC
INCREASED
Shares5,162 from 5,132
Change+30 (+1%)
Value$317.5K (+$47.0K)
Filed 2026-10-07
ARS Wealth Advisors Group, LLC
DECREASED
Shares5,142 from 5,464
Change-322 (-6%)
Value$316.2K (+$26.0K)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
DECREASED
Shares5,116 from 5,233
Change-117 (-2%)
Value$314.6K (+$36.7K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
DECREASED
Shares5,091 from 5,548
Change-457 (-8%)
Value$344.0K (+$49.3K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares5,080 from 5,080
Change0 (0%)
Value$312.4K (+$42.6K)
Filed 2026-10-23
NWM Advisors, LLC
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$311.2K (+$42.5K)
Filed 2026-11-09
NBH Bank
DECREASED
Shares5,050 from 5,485
Change-435 (-8%)
Value$310.6K (+$19.3K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares5,050 from 5,250
Change-200 (-4%)
Value$311 (-$278.7K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$310.6K (+$42.4K)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares5,041 from 5,038
Change+3 (+0%)
Value$310.0K (+$42.5K)
Filed 2026-10-29
LongView Wealth Management
DECREASED
Shares5,038 from 5,344
Change-306 (-6%)
Value$309.8K (+$26.0K)
Filed 2026-10-19
Forum Financial Management, LP
NEW
Shares5,000
Change+5,000
Value$307.5K
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
INCREASED
Shares4,999 from 4,970
Change+29 (+1%)
Value$307.4K (+$43.5K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares4,995 from 4,993
Change+2 (+0%)
Value$307.2K (+$42.0K)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares4,993 from 4,541
Change+452 (+10%)
Value$307.1K (+$65.9K)
Filed 2026-10-13
Horrell Capital Management, Inc.
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$307.0K (+$41.9K)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares4,986 from 4,962
Change+24 (+0%)
Value$303.2K (+$38.1K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
INCREASED
Shares4,953 from 4,776
Change+177 (+4%)
Value$304.6K (+$51.0K)
Filed 2026-11-02
Cookson Peirce & Co Inc
INCREASED
Shares4,938 from 4,795
Change+143 (+3%)
Value$303.7K (+$49.0K)
Filed 2026-10-30
Pinnacle Financial Group, LLC / IL
DECREASED
Shares4,916 from 5,836
Change-920 (-16%)
Value$302.3K (-$7.6K)
Filed 2026-10-29
Magnolia Capital Management LTD
DECREASED
Shares4,910 from 5,070
Change-160 (-3%)
Value$302 (+$33)
Filed 2026-10-09
Heck Capital Advisors, LLC
NEW
Shares4,886
Change+4,886
Value$300.5K
Filed 2026-10-14
DT Investment Partners, LLC
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$300.1K (+$40.9K)
Filed 2026-10-27
Strive Financial Group,LLC
DECREASED
Shares4,864 from 4,914
Change-50 (-1%)
Value$299.1K (+$38.2K)
Filed 2026-11-09
AmeriServ Wealth Advisors
DECREASED
Shares4,862 from 6,594
Change-1,732 (-26%)
Value$299.0K (-$51.2K)
Filed 2026-10-21
Northwest Wealth Management, LLC
INCREASED
Shares4,795 from 4,766
Change+29 (+1%)
Value$294.9K (+$41.8K)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares4,783 from 4,758
Change+25 (+1%)
Value$294.2K (+$41.5K)
Filed 2026-10-19
Covestor Ltd
INCREASED
Shares4,771 from 4,535
Change+236 (+5%)
Value$293 (-$240.7K)
Filed 2026-10-30
Formidable Asset Management, LLC
UNCHANGED
Shares4,745 from 4,745
Change0 (0%)
Value$252.0K (-$38.7K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,738 from 4,522
Change+216 (+5%)
Value$309.1K (+$61.2K)
Filed 2026-10-13
Vann Equity Management LLC
NEW
Shares4,725
Change+4,725
Value$290.6K
Filed 2026-10-08
Sage Mountain Advisors LLC
DECREASED
Shares4,724 from 5,186
Change-462 (-9%)
Value$290.5K (+$15.1K)
Filed 2026-11-02
Saxony Capital Management, LLC
DECREASED
Shares4,708 from 7,643
Change-2,935 (-38%)
Value$289.5K (-$116.4K)
Filed 2026-10-15
Kennebec Savings Bank
UNCHANGED
Shares4,704 from 4,704
Change0 (0%)
Value$289.3K (+$39.5K)
Filed 2026-10-22
Lakeside Advisors, Inc.
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$289.1K (+$39.4K)
Filed 2026-10-20
Elmwood Wealth Management, Inc.
UNCHANGED
Shares4,699 from 4,699
Change0 (0%)
Value$289.0K (+$39.4K)
Filed 2026-10-14
Paragon Capital Management Ltd
INCREASED
Shares4,643 from 4,642
Change+1 (+0%)
Value$285.5K (+$39.0K)
Filed 2026-10-09
Yankcom Partnership
DECREASED
Shares4,632 from 4,764
Change-132 (-3%)
Value$284.9K (+$31.9K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$284.1K (+$38.8K)
Filed 2026-11-03
Clientfirst Wealth Management, LLC
UNCHANGED
Shares4,618 from 4,618
Change0 (0%)
Value$284.0K (+$38.7K)
Filed 2026-11-04
MKT Advisors LLC
DECREASED
Shares4,609 from 4,658
Change-49 (-1%)
Value$300.7K (+$46.1K)
Filed 2026-10-20
Longview Financial Advisors, Inc.
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$283.5K (+$38.7K)
Filed 2026-10-09
Iowa State Bank
UNCHANGED
Shares4,584 from 4,584
Change0 (0%)
Value$281.9K (+$38.5K)
Filed 2026-10-06
North Forty Two & Co.
INCREASED
Shares4,583 from 4,581
Change+2 (+0%)
Value$281.9K (+$38.6K)
Filed 2026-10-19
Berkshire Money Management, Inc.
NEW
Shares4,579
Change+4,579
Value$281.6K
Filed 2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares4,556 from 2,697
Change+1,859 (+69%)
Value$280.2K (+$137.0K)
Filed 2026-10-22
L.K. Benson & Company, P.C.
DECREASED
Shares4,546 from 5,883
Change-1,337 (-23%)
Value$279.6K (-$32.9K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
DECREASED
Shares4,545 from 4,916
Change-371 (-8%)
Value$279.5K (+$18.4K)
Filed 2026-10-16
Accredited Investors Inc.
INCREASED
Shares4,542 from 4,522
Change+20 (+0%)
Value$279.3K (+$39.1K)
Filed 2026-11-03
Diversified Management Inc
NEW
Shares4,527
Change+4,527
Value$278.4K
Filed 2026-10-08
VVR Holdings LLC
INCREASED
Shares4,518 from 4,490
Change+28 (+1%)
Value$277.8K (+$39.4K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares4,516 from 4,505
Change+11 (+0%)
Value$277.7K (+$38.4K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares4,504 from 4,496
Change+8 (+0%)
Value$277.0K (+$38.2K)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$276.8K (+$37.8K)
Filed 2026-10-21
Curran Financial Partners, LLC
DECREASED
Shares4,475 from 4,572
Change-97 (-2%)
Value$275.2K (+$32.4K)
Filed 2026-11-04
Mission Financial Group, LLC
INCREASED
Shares4,464 from 4,426
Change+38 (+1%)
Value$274.6K (+$39.5K)
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares4,463 from 4,700
Change-237 (-5%)
Value$274.5K (+$24.8K)
Filed 2026-11-03
Cathy Pareto & Associates, Inc
INCREASED
Shares4,448 from 4,423
Change+25 (+1%)
Value$273.6K (+$38.7K)
Filed 2026-10-15
National Wealth Management Group, LLC
INCREASED
Shares4,433 from 4,064
Change+369 (+9%)
Value$272.6K (+$56.8K)
Filed 2026-10-26
SilverOak Wealth Management LLC
UNCHANGED
Shares4,428 from 4,428
Change0 (0%)
Value$272.3K (+$37.2K)
Filed 2026-10-29
Post Resch Tallon Group Inc.
INCREASED
Shares4,425 from 4,422
Change+3 (+0%)
Value$272.1K (+$37.3K)
Filed 2026-10-09
First Bancorp, Inc
DECREASED
Shares4,420 from 4,510
Change-90 (-2%)
Value$271.8K (+$32.3K)
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares4,402 from 4,902
Change-500 (-10%)
Value$270.7K (+$10.4K)
Filed 2026-11-04
First National Bank & Trust Co of Newtown
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$308.1K (+$46.1K)
Filed 2026-11-09
Box Hill Private Wealth LLC
NEW
Shares4,395
Change+4,395
Value$270.3K
Filed 2026-10-05
University of Texas S AM Investment Management Co
INCREASED
Shares4,381 from 3,745
Change+636 (+17%)
Value$269.4K (+$70.5K)
Filed 2026-11-03
Bank Hapoalim BM
DECREASED
Shares4,362 from 4,462
Change-100 (-2%)
Value$268 (-$236.7K)
Filed 2026-11-10
Cultivar Capital, Inc.
DECREASED
Shares4,360 from 4,430
Change-70 (-2%)
Value$268.1K (+$32.9K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares4,358 from 18,237
Change-13,879 (-76%)
Value$268.0K (-$700.6K)
Filed 2026-11-05
Cpwa, LLC
DECREASED
Shares4,356 from 4,586
Change-230 (-5%)
Value$287.6K (+$44.0K)
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares4,347 from 3,949
Change+398 (+10%)
Value$267.3K (+$57.6K)
Filed 2026-10-19
Essex Bank
DECREASED
Shares4,325 from 4,525
Change-200 (-4%)
Value$266.0K (+$25.7K)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares4,301 from 4,284
Change+17 (+0%)
Value$264.5K (+$37.0K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$263.7K (+$36.0K)
Filed 2026-11-02
TAGStone Capital, Inc.
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$263.2K (+$35.9K)
Filed 2026-11-09
Studio Investment Management LLC
DECREASED
Shares4,276 from 4,612
Change-336 (-7%)
Value$263.0K (+$18.0K)
Filed 2026-10-22
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares4,262 from 4,239
Change+23 (+1%)
Value$262 (-$224.7K)
Filed 2026-11-05
Vestor Capital, LLC
DECREASED
Shares4,253 from 28,169
Change-23,916 (-85%)
Value$117 (-$11.9K)
Filed 2026-11-04
Sound Income Strategies, LLC
DECREASED
Shares4,249 from 4,813
Change-564 (-12%)
Value$277.2K (+$21.6K)
Filed 2026-10-09
Mengis Capital Management, Inc.
DECREASED
Shares4,248 from 4,289
Change-41 (-1%)
Value$261.3K (+$33.5K)
Filed 2026-10-13
Stack Financial Management, Inc
DECREASED
Shares4,239 from 4,456
Change-217 (-5%)
Value$260.7K (+$24.0K)
Filed 2026-11-02
Abundance Wealth Counselors
UNCHANGED
Shares4,214 from 4,214
Change0 (0%)
Value$259.2K (+$35.4K)
Filed 2026-10-26
Kwmg, LLC
NEW
Shares4,208
Change+4,208
Value$258.8K
Filed 2026-10-07
Plancorp, LLC
NEW
Shares4,205
Change+4,205
Value$294.5K
Filed 2026-11-03
Sage Capital Management, LLC
INCREASED
Shares4,203 from 4,196
Change+7 (+0%)
Value$258.6K (+$35.6K)
Filed 2026-10-20
Strategic Planning Group, LLC
NEW
Shares4,200
Change+4,200
Value$258.3K
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$256.5K (+$35.0K)
Filed 2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$256.3K (+$35.0K)
Filed 2026-10-30
Capital Square, LLC
DECREASED
Shares4,165 from 4,354
Change-189 (-4%)
Value$256.2K (+$16.4K)
Filed 2026-10-19
WealthCare Asset Management, LLC
DECREASED
Shares4,164 from 222,738
Change-218,574 (-98%)
Value$256.1K (-$11.6M)
Filed 2026-10-26
Geneva Partners, LLC
DECREASED
Shares4,151 from 4,731
Change-580 (-12%)
Value$255.3K (+$4.0K)
Filed 2026-10-26
Hara Capital LLC
DECREASED
Shares4,116 from 4,416
Change-300 (-7%)
Value$253.1K (+$18.6K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED
Shares4,081 from 4,031
Change+50 (+1%)
Value$251.0K (+$37.0K)
Filed 2026-10-27
Trust Co of Toledo NA
DECREASED
Shares4,074 from 6,442
Change-2,368 (-37%)
Value$250.6K (-$91.6K)
Filed 2026-10-16
Tortuga Wealth Management, Inc
INCREASED
Shares4,072 from 3,999
Change+73 (+2%)
Value$250.7K (+$38.4K)
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares4,050 from 4,030
Change+20 (+1%)
Value$249.1K (+$35.0K)
Filed 2026-10-22
Nilsine Partners, LLC
NEW
Shares4,012
Change+4,012
Value$246.7K
Filed 2026-11-02
Prota Financial, LLC
DECREASED
Shares4,000 from 5,368
Change-1,368 (-25%)
Value$250.8K (-$32.7K)
Filed 2026-10-08
Provident Wealth Management, LLC
DECREASED
Shares4,000 from 5,067
Change-1,067 (-21%)
Value$246.0K (-$23.1K)
Filed 2026-10-20
Madson Wealth Advisors Inc
DECREASED
Shares4,000 from 4,081
Change-81 (-2%)
Value$246.0K (+$29.3K)
Filed 2026-10-13
Ballast, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$246.0K (+$33.6K)
Filed 2026-10-20
Scratch Capital LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$246.0K (+$33.6K)
Filed 2026-11-02
KFG Wealth Management, LLC
INCREASED
Shares3,997 from 3,839
Change+158 (+4%)
Value$245.8K (+$41.9K)
Filed 2026-10-16
Key FInancial Inc
DECREASED
Shares3,980 from 5,208
Change-1,228 (-24%)
Value$244.8K (-$31.8K)
Filed 2026-11-02
Opus Financial Solutions LLC
NEW
Shares3,972
Change+3,972
Value$244.3K
Filed 2026-11-06
Bayban
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$210.1K ($0)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares3,948 from 3,948
Change0 (0%)
Value$209.6K ($0)
Filed 2026-10-26
Two West Capital Advisors LLC
DECREASED
Shares3,903 from 4,196
Change-293 (-7%)
Value$240.2K (-$2.9K)
Filed 2026-10-15
Wealth Alliance Advisory Group, LLC
NEW
Shares3,896
Change+3,896
Value$239.6K
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares3,893 from 3,889
Change+4 (+0%)
Value$239.4K (+$32.8K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares3,881 from 3,871
Change+10 (+0%)
Value$238.7K (+$33.1K)
Filed 2026-10-20
Peak Financial Management, Inc.
NEW
Shares3,870
Change+3,870
Value$238.0K
Filed 2026-10-16
Burton Enright Welch
NEW
Shares3,868
Change+3,868
Value$237.9K
Filed 2026-11-04
Missouri Trust & Investment Co
INCREASED
Shares3,866 from 3,666
Change+200 (+5%)
Value$237.8K (+$19.4K)
Filed 2026-11-04
RPG Investment Advisory, LLC
DECREASED
Shares3,861 from 9,319
Change-5,458 (-59%)
Value$237.4K (-$257.5K)
Filed 2026-10-21
Wormser Freres Gestion
UNCHANGED
Shares3,853 from 3,853
Change0 (0%)
Value$237.0K (+$32.3K)
Filed 2026-10-21
Aull & Monroe Investment Management Corp
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$236.8K (+$32.3K)
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares3,848 from 4,698
Change-850 (-18%)
Value$236.7K (-$12.9K)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares3,847
Change+3,847
Value$236.6K
Filed 2026-10-21
USA Financial Formulas
NEW
Shares3,833
Change+3,833
Value$235.7K
Filed 2026-10-16
Ndwm LLC
INCREASED
Shares3,826 from 3,819
Change+7 (+0%)
Value$235.3K (+$32.5K)
Filed 2026-11-05
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares3,806 from 3,806
Change0 (0%)
Value$234.1K (+$31.9K)
Filed 2026-10-23
AGP Franklin, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$233.7K (+$31.9K)
Filed 2026-11-04
DWM Financial Group, Inc.
NEW
Shares3,790
Change+3,790
Value$233.1K
Filed 2026-10-28
N.E.W. Advisory Services LLC
INCREASED
Shares3,776 from 3,253
Change+523 (+16%)
Value$232.3K (+$59.5K)
Filed 2026-11-09
Wealth Quarterback LLC
DECREASED
Shares3,763 from 3,911
Change-148 (-4%)
Value$231.4K (+$23.7K)
Filed 2026-10-20
Collective Family Office LLC
NEW
Shares3,758
Change+3,758
Value$231.1K
Filed 2026-10-05
Blodgett Wealth Advisors, LLC
NEW
Shares3,750
Change+3,750
Value$230.6K
Filed 2026-10-23
My Personal CFO, LLC
NEW
Shares3,750
Change+3,750
Value$230.6K
Filed 2026-10-14
Kings Path Partners LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$230.6K (+$31.5K)
Filed 2026-10-21
Martel Wealth Advisors LLC
NEW
Shares3,740
Change+3,740
Value$230.0K
Filed 2026-10-14
Quantum Financial Partners LLC
DECREASED
Shares3,739 from 4,104
Change-365 (-9%)
Value$230.0K (+$12.1K)
Filed 2026-10-19
Weaver Capital Management LLC
DECREASED
Shares3,732 from 3,772
Change-40 (-1%)
Value$229.5K (-$1.6K)
Filed 2026-10-15
Torrey-Payne Wealth Management, LLC
NEW
Shares3,720
Change+3,720
Value$228.8K
Filed 2026-11-09
TPG Advisors LLC
NEW
Shares3,702
Change+3,702
Value$227.7K
Filed 2026-10-16
Sincerus Advisory, LLC
NEW
Shares3,693
Change+3,693
Value$227.1K
Filed 2026-10-09
Cranbrook Wealth Management, LLC
INCREASED
Shares3,672 from 3,387
Change+285 (+8%)
Value$225.8K (+$46.0K)
Filed 2026-10-28
Ironwood Investment Counsel, LLC
NEW
Shares3,607
Change+3,607
Value$221.9K
Filed 2026-11-10
Sentry LLC
NEW
Shares3,598
Change+3,598
Value$221.3K
Filed 2026-10-30
Trail Ridge Investment Advisors, LLC
NEW
Shares3,590
Change+3,590
Value$220.8K
Filed 2026-10-16
Good Harbor Advisors, Inc.
NEW
Shares3,586
Change+3,586
Value$220.5K
Filed 2026-10-20
Canopy Partners, LLC
NEW
Shares3,579
Change+3,579
Value$220.1K
Filed 2026-10-28
Convergence Financial, LLC
NEW
Shares3,572
Change+3,572
Value$219.7K
Filed 2026-10-27
Destiny Wealth Partners, LLC
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$239.5K (+$27.4K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
NEW
Shares3,559
Change+3,559
Value$218.9K
Filed 2026-11-03
Anson Capital, Inc.
NEW
Shares3,557
Change+3,557
Value$218.8K
Filed 2026-10-23
International Private Wealth Advisors LLC
NEW
Shares3,548
Change+3,548
Value$218.2K
Filed 2026-11-05
Impact Partnership Wealth, LLC
DECREASED
Shares3,548 from 6,401
Change-2,853 (-45%)
Value$218.2K (-$121.8K)
Filed 2026-11-09
Sendero Wealth Management, LLC
NEW
Shares3,547
Change+3,547
Value$218.2K
Filed 2026-10-14
Waterway Wealth Management, LLC
NEW
Shares3,543
Change+3,543
Value$217.9K
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares3,531 from 3,517
Change+14 (+0%)
Value$217.1K (+$30.4K)
Filed 2026-10-19
Fulton Bank, N.A.
DECREASED
Shares3,528 from 15,057
Change-11,529 (-77%)
Value$217.0K (-$582.7K)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares3,527 from 3,131
Change+396 (+13%)
Value$216.9K (+$50.6K)
Filed 2026-11-06
Garde Capital, Inc.
NEW
Shares3,524
Change+3,524
Value$216.7K
Filed 2026-10-29
Lantz Financial LLC
NEW
Shares3,523
Change+3,523
Value$216.7K
Filed 2026-10-15
XY Planning Network, Inc.
NEW
Shares3,488
Change+3,488
Value$214.5K
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares3,486
Change+3,486
Value$214.4K
Filed 2026-10-26
Country Trust Bank
DECREASED
Shares3,482 from 3,538
Change-56 (-2%)
Value$214.1K (+$26.2K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares3,479 from 4,801
Change-1,322 (-28%)
Value$213.9K (-$41.1K)
Filed 2026-10-14
Tempus Wealth Planning, LLC
DECREASED
Shares3,479 from 3,841
Change-362 (-9%)
Value$214.0K (+$10.0K)
Filed 2026-10-14
Burns Matteson Capital Management, LLC
NEW
Shares3,466
Change+3,466
Value$213.1K
Filed 2026-10-16
Condor Capital Management
NEW
Shares3,463
Change+3,463
Value$213.0K
Filed 2026-11-06
Visionary Horizons, LLC
NEW
Shares3,444
Change+3,444
Value$211.8K
Filed 2026-10-22
Tiller Private Wealth, Inc.
NEW
Shares3,442
Change+3,442
Value$211.7K
Filed 2026-10-26
Gray Private Wealth, LLC
NEW
Shares3,425
Change+3,425
Value$210.6K
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
NEW
Shares3,409
Change+3,409
Value$209.6K
Filed 2026-11-04
Elco Management Co., LLC
NEW
Shares3,400
Change+3,400
Value$209.1K
Filed 2026-10-14
Shrier Wealth Management, LLC
NEW
Shares3,394
Change+3,394
Value$208.7K
Filed 2026-10-20
McAlister, Sweet & Associates, Inc.
DECREASED
Shares3,389 from 5,439
Change-2,050 (-38%)
Value$208.4K (-$80.4K)
Filed 2026-10-07
Seven Mile Advisory
NEW
Shares3,383
Change+3,383
Value$208.1K
Filed 2026-10-22
Dynamic Financial Group
NEW
Shares3,370
Change+3,370
Value$207.3K
Filed 2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
NEW
Shares3,366
Change+3,366
Value$207.0K
Filed 2026-10-29
Forbes Financial Planning, Inc.
NEW
Shares3,354
Change+3,354
Value$206.3K
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares3,350 from 5,819
Change-2,469 (-42%)
Value$206.0K (-$103.1K)
Filed 2026-10-09
Huntleigh Advisors, Inc.
NEW
Shares3,330
Change+3,330
Value$204.8K
Filed 2026-11-03
Summit Wealth Group LLC / Co
NEW
Shares3,317
Change+3,317
Value$204.0K
Filed 2026-10-29
Alhambra Investment Management LLC
NEW
Shares3,285
Change+3,285
Value$202.0K
Filed 2026-10-15
OFS Enterprise LLC
NEW
Shares3,264
Change+3,264
Value$200.7K
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares3,262 from 3,850
Change-588 (-15%)
Value$200.6K (-$3.8K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
NEW
Shares3,260
Change+3,260
Value$212.2K
Filed 2026-10-13
KOM Wealth Management Group, LLC
NEW
Shares3,258
Change+3,258
Value$200.4K
Filed 2026-10-15
Flagship Wealth Advisors, LLC
DECREASED
Shares3,017 from 3,721
Change-704 (-19%)
Value$185.6K (-$12.1K)
Filed 2026-11-03
Toews Corp
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$178.4K (+$24.3K)
Filed 2026-11-09
Peterson Wealth Services
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$177.9K (+$24.3K)
Filed 2026-10-26
Financial Consulate, Inc
INCREASED
Shares2,869 from 2,868
Change+1 (+0%)
Value$176.5K (+$24.1K)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$172.3K (+$23.5K)
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares2,799 from 2,786
Change+13 (+0%)
Value$172.1K (+$24.2K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares2,764 from 2,764
Change0 (0%)
Value$170.0K (+$23.2K)
Filed 2026-10-28
Viewpoint Capital Management LLC
INCREASED
Shares2,740 from 1,490
Change+1,250 (+84%)
Value$168.5K (+$86.7K)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares2,740 from 2,439
Change+301 (+12%)
Value$168.5K (+$39.0K)
Filed 2026-10-26
Townsend Asset Management Corp
INCREASED
Shares2,637 from 2,315
Change+322 (+14%)
Value$162.2K (+$39.2K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares2,618 from 2,330
Change+288 (+12%)
Value$161 (-$123.8K)
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares2,583 from 2,606
Change-23 (-1%)
Value$158.9K (+$20.5K)
Filed 2026-10-06
Evermay Wealth Management LLC
UNCHANGED
Shares2,548 from 2,548
Change0 (0%)
Value$156.7K (+$21.4K)
Filed 2026-11-05
Zions Bancorporation, National Association
NEW
Shares2,544
Change+2,544
Value$156.5K
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,524 from 2,524
Change0 (0%)
Value$155.2K (+$21.2K)
Filed 2026-10-13
Cheviot Value Management, LLC
INCREASED
Shares2,474 from 2,324
Change+150 (+6%)
Value$152.2K (+$28.7K)
Filed 2026-11-09
Elevated Capital Advisors, LLC
DECREASED
Shares2,438 from 6,790
Change-4,352 (-64%)
Value$149.9K (-$210.7K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
DECREASED
Shares2,394 from 2,794
Change-400 (-14%)
Value$147.2K (-$1.2K)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$147.1K (+$20.1K)
Filed 2026-11-03
Main Street Group, LTD
DECREASED
Shares2,296 from 3,736
Change-1,440 (-39%)
Value$141.2K (-$57.3K)
Filed 2026-10-28
Roble, Belko & Company, Inc
INCREASED
Shares2,296 from 2,294
Change+2 (+0%)
Value$141 (-$121.9K)
Filed 2026-11-09
Concord Wealth Partners
DECREASED
Shares2,272 from 2,875
Change-603 (-21%)
Value$139.7K (-$13.0K)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares2,267 from 3,039
Change-772 (-25%)
Value$139.4K (-$22.0K)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares2,262 from 2,262
Change0 (0%)
Value$139.2K (+$19.2K)
Filed 2026-11-06
Ameliora Wealth Management Ltd.
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$139.0K (+$19.0K)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares2,176
Change+2,176
Value$133.8K
Filed 2026-11-05
Reyes Financial Architecture, Inc.
INCREASED
Shares2,167 from 1,632
Change+535 (+33%)
Value$133.3K (+$46.6K)
Filed 2026-10-22
Vision Financial Markets LLC
INCREASED
Shares2,088 from 487
Change+1,601 (+329%)
Value$128.9K (+$103.2K)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares2,063 from 2,056
Change+7 (+0%)
Value$126.9K (+$17.7K)
Filed 2026-10-30
Joseph Group Capital Management
UNCHANGED
Shares2,046 from 2,046
Change0 (0%)
Value$125.8K (+$17.2K)
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares2,026 from 84
Change+1,942 (+2312%)
Value$124.6K (+$120.1K)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$124.6K (+$17.0K)
Filed 2026-10-01
Polaris Financial Partners
NEW
Shares1,975
Change+1,975
Value$122
Filed 2026-10-02
Phillips Financial Management, LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$120.0K (+$16.4K)
Filed 2026-10-19
Quent Capital, LLC
DECREASED
Shares1,950 from 1,973
Change-23 (-1%)
Value$120.2K (+$15.4K)
Filed 2026-11-09
Mainstream Capital Management LLC
NEW
Shares1,924
Change+1,924
Value$118.3K
Filed 2026-10-23
Hilton Head Capital Partners, LLC
INCREASED
Shares1,891 from 1,871
Change+20 (+1%)
Value$116.3K (+$16.9K)
Filed 2026-10-23
Byrne Asset Management LLC
INCREASED
Shares1,886 from 1,811
Change+75 (+4%)
Value$118.3K (+$22.1K)
Filed 2026-10-06
Hantz Financial Services, Inc.
INCREASED
Shares1,885 from 1,648
Change+237 (+14%)
Value$116 (-$87.9K)
Filed 2026-11-09
Axiom Investment Management LLC
INCREASED
Shares1,862 from 1,858
Change+4 (+0%)
Value$114.6K (+$15.9K)
Filed 2026-11-03
Twin Tree Management, LP
DECREASED
Shares1,794 from 37,245
Change-35,451 (-95%)
Value$110.3K (-$1.9M)
Filed 2026-11-10
Collier Financial
INCREASED
Shares1,775 from 1,064
Change+711 (+67%)
Value$109.1K (+$52.7K)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares1,769 from 1,769
Change0 (0%)
Value$108.8K (+$14.8K)
Filed 2026-10-23
Madden Securities Corp
NEW
Shares1,746
Change+1,746
Value$107.4K
Filed 2026-10-27
First United Bank & Trust
DECREASED
Shares1,741 from 1,806
Change-65 (-4%)
Value$107.1K (+$11.2K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$107.0K (+$14.6K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares1,709 from 1,834
Change-125 (-7%)
Value$105.1K (+$7.7K)
Filed 2026-10-09
Darwin Wealth Management, LLC
INCREASED
Shares1,679 from 1,671
Change+8 (+0%)
Value$103.3K (+$14.5K)
Filed 2026-11-09
Birch Financial Group, LLC
NEW
Shares1,657
Change+1,657
Value$101.9K
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares1,642 from 3,254
Change-1,612 (-50%)
Value$101.0K (-$71.8K)
Filed 2026-10-28
Smithfield Trust Co
DECREASED
Shares1,620 from 1,770
Change-150 (-8%)
Value$99 (-$81.9K)
Filed 2026-11-09
Mascoma Wealth Management LLC
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$97.7K (+$13.3K)
Filed 2026-10-23
Holos Integrated Wealth LLC
INCREASED
Shares1,585 from 1,584
Change+1 (+0%)
Value$107.5K (+$20.9K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,552 from 1,556
Change-4 (0%)
Value$95.4K (+$12.8K)
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$94.7K (+$12.9K)
Filed 2026-10-22
Gleason Group, Inc.
INCREASED
Shares1,511 from 1,502
Change+9 (+1%)
Value$92.9K (+$13.2K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
INCREASED
Shares1,461 from 1,345
Change+116 (+9%)
Value$89.9K (+$18.4K)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares1,456
Change+1,456
Value$89.6K
Filed 2026-11-02
Olistico Wealth, LLC
INCREASED
Shares1,430 from 1,390
Change+40 (+3%)
Value$87.9K (+$14.1K)
Filed 2026-10-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,425 from 1,353
Change+72 (+5%)
Value$87.6K (+$15.7K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares1,422 from 8,319
Change-6,897 (-83%)
Value$87 (-$441.9K)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares1,418 from 1,687
Change-269 (-16%)
Value$87.2K (-$2.4K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares1,389 from 1,381
Change+8 (+1%)
Value$85.4K (+$12.1K)
Filed 2026-10-20
Nemes Rush Group LLC
INCREASED
Shares1,363 from 1,357
Change+6 (+0%)
Value$83.8K (+$11.7K)
Filed 2026-11-04
Dorato Capital Management
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$85.4K (+$11.2K)
Filed 2026-10-08
Biltmore Family Office, LLC
DECREASED
Shares1,345 from 1,518
Change-173 (-11%)
Value$82.7K (+$2.1K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares1,312 from 1,249
Change+63 (+5%)
Value$80.7K (+$14.4K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$80 (-$56.9K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares1,292
Change+1,292
Value$79.5K
Filed 2026-10-29
Archer Investment Corp
DECREASED
Shares1,208 from 2,651
Change-1,443 (-54%)
Value$74.3K (-$66.5K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,204 from 1,161
Change+43 (+4%)
Value$74.0K (+$12.4K)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$73.0K (+$10.0K)
Filed 2026-11-04
Morse Asset Management, Inc
DECREASED
Shares1,180 from 1,196
Change-16 (-1%)
Value$72.6K (+$9.1K)
Filed 2026-11-09
Hilltop National Bank
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$72.0K (+$9.8K)
Filed 2026-10-14
Hoey Investments, Inc
INCREASED
Shares1,150 from 400
Change+750 (+188%)
Value$70.7K (+$49.5K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,104 from 1,129
Change-25 (-2%)
Value$67.9K (+$7.9K)
Filed 2026-10-27
Dara Capital US, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$67.7K (+$8.8K)
Filed 2026-10-29
Livelsberger Financial Advisory
NEW
Shares1,096
Change+1,096
Value$67.4K
Filed 2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$66.9K (+$9.1K)
Filed 2026-10-15
Highland Investment Advisors LLC
INCREASED
Shares1,058 from 1,054
Change+4 (+0%)
Value$65.0K (+$9.1K)
Filed 2026-11-09
Markowski Investments
DECREASED
Shares1,049 from 1,407
Change-358 (-25%)
Value$64.5K (-$10.2K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares1,035 from 1,395
Change-360 (-26%)
Value$63.6K (-$10.4K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares1,004 from 678
Change+326 (+48%)
Value$61.7K (+$25.7K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
DECREASED
Shares1,000 from 31,000
Change-30,000 (-97%)
Value$61.5K (-$1.6M)
Filed 2026-10-28
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$61.5K (+$8.4K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$60.6K (+$8.3K)
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares923 from 920
Change+3 (+0%)
Value$56.8K (+$7.9K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
DECREASED
Shares899 from 1,150
Change-251 (-22%)
Value$55.3K (-$5.8K)
Filed 2026-10-05
Paladin Advisory Group, LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$55.2K (+$7.5K)
Filed 2026-11-09
PlanVest Financial, Inc
DECREASED
Shares896 from 1,476
Change-580 (-39%)
Value$55.1K (-$23.3K)
Filed 2026-11-09
Birchbrook, Inc.
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$54.2K (+$7.4K)
Filed 2026-10-14
Bochk Asset Management Ltd
DECREASED
Shares880 from 1,350
Change-470 (-35%)
Value$54.1K (-$17.6K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$52.7K (+$7.2K)
Filed 2026-10-05
Natixis
DECREASED
Shares844 from 40,007
Change-39,163 (-98%)
Value$51.9K (-$2.1M)
Filed 2026-11-06
StrongBox Wealth, LLC
DECREASED
Shares834 from 984
Change-150 (-15%)
Value$51.3K (-$969)
Filed 2026-11-02
First Community Trust NA
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$51.0K (+$7.0K)
Filed 2026-10-07
Register Financial Advisors LLC
INCREASED
Shares826 from 674
Change+152 (+23%)
Value$50.8K (+$15.0K)
Filed 2026-10-23
Acima Private Wealth, LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$50.2K (+$6.8K)
Filed 2026-10-05
Davis Capital Management
DECREASED
Shares783 from 800
Change-17 (-2%)
Value$48.2K (+$5.7K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$44.9K (+$6.1K)
Filed 2026-10-23
SBK Financial, Inc.
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$44.9K (+$6.1K)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares727 from 728
Change-1 (0%)
Value$44.7K (+$6.0K)
Filed 2026-10-22
Towne Trust Company, N.a
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$44.3K (+$6.0K)
Filed 2026-10-28
PFS Partners, LLC
INCREASED
Shares714 from 712
Change+2 (+0%)
Value$43.9K (+$6.1K)
Filed 2026-10-21
Networth Advisors, LLC
INCREASED
Shares706 from 702
Change+4 (+1%)
Value$43.4K (+$6.2K)
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$43.3K (+$5.9K)
Filed 2026-11-04
Hager Investment Management Services, LLC
DECREASED
Shares690 from 727
Change-37 (-5%)
Value$42.4K (+$3.8K)
Filed 2026-11-04
IAG Wealth Partners, LLC
INCREASED
Shares681 from 448
Change+233 (+52%)
Value$41.9K (+$18.1K)
Filed 2026-11-06
Wagner Wealth Management, LLC
DECREASED
Shares659 from 767
Change-108 (-14%)
Value$40.5K (-$206)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$40.5K (+$5.5K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares657 from 568
Change+89 (+16%)
Value$40.4K (+$10.3K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$40.2K (+$5.5K)
Filed 2026-10-15
Cdkv Holdings LLC
INCREASED
Shares585 from 365
Change+220 (+60%)
Value$36.0K (+$16.6K)
Filed 2026-10-28
Costello Asset Management, Inc
INCREASED
Shares583 from 581
Change+2 (+0%)
Value$35.8K (+$5.0K)
Filed 2026-10-30
Godfrey Financial Associates, Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$35.8K (+$4.9K)
Filed 2026-11-10
Hartford Financial Management Inc.
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$35.1K (+$4.8K)
Filed 2026-10-21
CNB Bank
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$33.6K (+$4.6K)
Filed 2026-11-09
Moisand Fitzgerald Tamayo, LLC
NEW
Shares520
Change+520
Value$32.0K
Filed 2026-10-15
Birchwood Financial Partners, Inc.
NEW
Shares520
Change+520
Value$32.0K
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares516 from 464
Change+52 (+11%)
Value$31.7K (+$7.1K)
Filed 2026-11-04
Pacifica Partners Inc.
INCREASED
Shares516 from 490
Change+26 (+5%)
Value$32.3K (+$6.3K)
Filed 2026-10-09
MilWealth Group LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$31.5K (+$4.3K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares507 from 504
Change+3 (+1%)
Value$31.2K (+$4.4K)
Filed 2026-10-21
Gables Capital Management Inc.
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$31.1K (+$4.2K)
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares480
Change+480
Value$29.5K
Filed 2026-10-22
Valley Wealth Managers, Inc.
DECREASED
Shares469 from 663
Change-194 (-29%)
Value$28.8K (-$6.4K)
Filed 2026-10-09
Proathlete Wealth Management LLC
INCREASED
Shares451 from 292
Change+159 (+54%)
Value$27.7K (+$12.2K)
Filed 2026-10-15
Kingdom Financial Group Llc.
DECREASED
Shares436 from 462
Change-26 (-6%)
Value$26.8K (+$2.3K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares433 from 495
Change-62 (-13%)
Value$26.6K (+$341)
Filed 2026-10-15
Clearstead Trust, LLC
NEW
Shares430
Change+430
Value$26.4K
Filed 2026-11-06
LFA - Lugano Financial Advisors SA
NEW
Shares429
Change+429
Value$26.4K
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares418 from 433
Change-15 (-3%)
Value$25.7K (+$2.7K)
Filed 2026-11-02
Berbice Capital Management LLC
NEW
Shares400
Change+400
Value$24.6K
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares400 from 300
Change+100 (+33%)
Value$24.6K (+$8.7K)
Filed 2026-10-16
Q Fund Management (Hong Kong) Ltd
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$24.6K (+$3.4K)
Filed 2026-10-14
Clayton Financial Group LLC
NEW
Shares383
Change+383
Value$23.6K
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares382 from 180
Change+202 (+112%)
Value$23.5K (+$13.9K)
Filed 2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$23.2K (+$3.2K)
Filed 2026-10-15
Citizens National Bank Trust Department
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$22.1K (+$3.0K)
Filed 2026-11-04
Clean Yield Group
INCREASED
Shares350 from 348
Change+2 (+1%)
Value$21.5K (+$3.0K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares346 from 222
Change+124 (+56%)
Value$21.3K (+$9.5K)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$20.1K (+$2.7K)
Filed 2026-11-03
Aspect Partners, LLC
INCREASED
Shares326 from 126
Change+200 (+159%)
Value$20.1K (+$13.4K)
Filed 2026-10-20
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$19.3K (+$2.6K)
Filed 2026-10-15
Your Advocates Ltd., LLP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.5K (+$2.5K)
Filed 2026-11-03
True Wealth Design, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.5K (+$2.5K)
Filed 2026-10-13
Avion Wealth
INCREASED
Shares298 from 297
Change+1 (+0%)
Value$18 (+$3)
Filed 2026-11-04
Midwest Capital Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$18.1K (+$2.5K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$17.2K (+$2.3K)
Filed 2026-10-07
MH & Associates Securities Management Corp
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$17.2K (+$2.3K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$16.0K (+$2.2K)
Filed 2026-10-20
Montgomery Financial Services LLC
INCREASED
Shares259 from 258
Change+1 (+0%)
Value$15.9K (+$2.3K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares258 from 257
Change+1 (+0%)
Value$15.9K (+$2.2K)
Filed 2026-10-27
Beacon Financial Strategies Corp
NEW
Shares255
Change+255
Value$15.7K
Filed 2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$15.6K (+$2.1K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares233 from 618
Change-385 (-62%)
Value$14.4K (-$18.4K)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$14.1K (+$1.9K)
Filed 2026-10-14
First Pacific Financial
INCREASED
Shares228 from 107
Change+121 (+113%)
Value$14.0K (+$8.3K)
Filed 2026-10-14
Greykasell Wealth Strategies, Inc.
INCREASED
Shares221 from 220
Change+1 (+0%)
Value$13.6K (+$1.9K)
Filed 2026-11-09
Chapman Financial Group, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$13.5K (+$1.8K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
INCREASED
Shares206 from 154
Change+52 (+34%)
Value$12.7K (+$4.5K)
Filed 2026-10-16
North Point Portfolio Managers Corp
NEW
Shares200
Change+200
Value$12.3K
Filed 2026-10-07
Jnba Financial Advisors
NEW
Shares200
Change+200
Value$12.3K
Filed 2026-11-03
Summit Securities Group LLC
DECREASED
Shares200 from 500
Change-300 (-60%)
Value$12.3K (-$14.3K)
Filed 2026-11-05
James T. Borello RIA
NEW
Shares191
Change+191
Value$11.7K
Filed 2026-10-16
First Premier Bank
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$12 (+$2)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
INCREASED
Shares182 from 13
Change+169 (+1300%)
Value$11.2K (+$10.5K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$11.1K (+$1.5K)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares177 from 176
Change+1 (+1%)
Value$10.9K (+$1.5K)
Filed 2026-10-02
New England Capital Financial Advisors LLC
NEW
Shares175
Change+175
Value$10.8K
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$10.5K (+$1.5K)
Filed 2026-10-15
Go Invest LLC
INCREASED
Shares164 from 115
Change+49 (+43%)
Value$10.1K (+$4.0K)
Filed 2026-10-09
Hurley Capital, LLC
INCREASED
Shares158 from 157
Change+1 (+1%)
Value$9.7K (+$1.4K)
Filed 2026-11-05
Y.D. More Investments Ltd
DECREASED
Shares154 from 2,154
Change-2,000 (-93%)
Value$9.5K (-$104.9K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.2K (+$1.3K)
Filed 2026-11-05
GoalVest Advisory LLC
DECREASED
Shares146 from 306
Change-160 (-52%)
Value$9.0K (-$7.3K)
Filed 2026-10-02
Eukles Asset Management
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$8.9K (+$1.2K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares140 from 144
Change-4 (-3%)
Value$8.6K (+$957)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$8.4K (+$1.1K)
Filed 2026-10-20
Bank & Trust Co
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$8.2K (+$1.1K)
Filed 2026-10-07
Piscataqua Savings Bank
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$8.0K (+$1.1K)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares122 from 32
Change+90 (+281%)
Value$8.3K (+$6.6K)
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$7.1K (+$973)
Filed 2026-10-30
Private Wealth Management Group, LLC
DECREASED
Shares110 from 258
Change-148 (-57%)
Value$6.8K (-$6.9K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$6.8K (+$922)
Filed 2026-10-15
American Capital Advisory, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$6.5K (+$889)
Filed 2026-10-28
First Financial Corp
NEW
Shares88
Change+88
Value$5.4K
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares86 from 85
Change+1 (+1%)
Value$5.7K (+$1.2K)
Filed 2026-10-16
Miller Global Investments, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$5.1K (+$697)
Filed 2026-10-02
Bell Investment Advisors, Inc
NEW
Shares80
Change+80
Value$4.9K
Filed 2026-10-29
Lynch Investment Planning, LLC
NEW
Shares70
Change+70
Value$4.3K
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.2K (+$579)
Filed 2026-10-21
Kozak & Associates, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.7K (+$1.1K)
Filed 2026-10-29
Community Financial Services Group, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.3K (+$673)
Filed 2026-10-15
Advanced Asset Management Advisors Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.1K (+$419)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
NEW
Shares39
Change+39
Value$2.4K
Filed 2026-10-23
DecisionPoint Financial, LLC
NEW
Shares33
Change+33
Value$2.1K
Filed 2026-10-27
WestEnd Advisors, LLC
DECREASED
Shares32 from 971
Change-939 (-97%)
Value$2.0K (-$49.6K)
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares30
Change+30
Value$1.9K
Filed 2026-10-13
TFC Financial Management, Inc.
NEW
Shares28
Change+28
Value$1.7K
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.7K (+$235)
Filed 2026-10-28
Mechanics Financial Corp
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.5K (+$201)
Filed 2026-11-05
Wealth Analytics Partners, LLC
NEW
Shares22
Change+22
Value$1.4K
Filed 2026-10-19
Arvest Investments, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.3K (+$176)
Filed 2026-10-21
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.1K (+$151)
Filed 2026-11-10
Rice Partnership, LLC
NEW
Shares14
Change+14
Value$861
Filed 2026-11-09
Valued Wealth Advisors LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$536 (+$73)
Filed 2026-11-05
RHL Group, LLC
NEW
Shares3
Change+3
Value$185
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$123 (+$17)
Filed 2026-10-06
Imc-Chicago, LLC
CLOSED
Shares0 from 317,947
Change-317,947 (-100%)
Value$0 (-$16.9M)
Filed 2026-11-05
Cooper Capital Advisors LLC
CLOSED
Shares0 from 144,420
Change-144,420 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-29
Scarborough Advisors, LLC
CLOSED
Shares0 from 132,843
Change-132,843 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-16
Turn8 Private Wealth Inc.
CLOSED
Shares0 from 80,760
Change-80,760 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-05
SBI Okasan Asset Management Co.Ltd.
CLOSED
Shares0 from 79,575
Change-79,575 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-10
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 70,810
Change-70,810 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-02
CFC Planning Co LLC
CLOSED
Shares0 from 47,368
Change-47,368 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-28
Iyo Bank, Ltd.
CLOSED
Shares0 from 33,949
Change-33,949 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-10
Cabana LLC
CLOSED
Shares0 from 25,829
Change-25,829 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
King Luther Capital Management Corp
CLOSED
Shares0 from 15,907
Change-15,907 (-100%)
Value$0 (-$844.8K)
Filed 2026-11-05
Blue Capital, Inc.
CLOSED
Shares0 from 14,692
Change-14,692 (-100%)
Value$0 (-$780.3K)
Filed 2026-10-13
Arlington Capital Management Inc
CLOSED
Shares0 from 13,602
Change-13,602 (-100%)
Value$0 (-$722.4K)
Filed 2026-10-30
Loudon Investment Management, LLC
CLOSED
Shares0 from 13,215
Change-13,215 (-100%)
Value$0 (-$701.8K)
Filed 2026-11-06
TrustWell Financial Advisors, LLC
CLOSED
Shares0 from 13,066
Change-13,066 (-100%)
Value$0 (-$693.9K)
Filed 2026-10-15
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 12,218
Change-12,218 (-100%)
Value$0 (-$648.9K)
Filed 2026-11-05
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 10,826
Change-10,826 (-100%)
Value$0 (-$575.0K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 10,012
Change-10,012 (-100%)
Value$0 (-$531.7K)
Filed 2026-10-14
Nine Masts Capital Ltd
CLOSED
Shares0 from 9,796
Change-9,796 (-100%)
Value$0 (-$520.3K)
Filed 2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 9,546
Change-9,546 (-100%)
Value$0 (-$507.0K)
Filed 2026-10-14
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 8,490
Change-8,490 (-100%)
Value$0 (-$450.9K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 8,187
Change-8,187 (-100%)
Value$0 (-$434.8K)
Filed 2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
CLOSED
Shares0 from 7,983
Change-7,983 (-100%)
Value$0 (-$424.0K)
Filed 2026-11-02
BCS Private Wealth Management, Inc.
CLOSED
Shares0 from 7,695
Change-7,695 (-100%)
Value$0 (-$408.7K)
Filed 2026-11-09
Wealth Group, Ltd.
CLOSED
Shares0 from 5,882
Change-5,882 (-100%)
Value$0 (-$312.0K)
Filed 2026-10-30
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 5,796
Change-5,796 (-100%)
Value$0 (-$307.8K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 5,738
Change-5,738 (-100%)
Value$0 (-$304.7K)
Filed 2026-11-02
Unique Wealth, LLC
CLOSED
Shares0 from 5,675
Change-5,675 (-100%)
Value$0 (-$301.4K)
Filed 2026-10-16
KPP Advisory Services LLC
CLOSED
Shares0 from 5,623
Change-5,623 (-100%)
Value$0 (-$298.6K)
Filed 2026-10-26
Avestar Capital, LLC
CLOSED
Shares0 from 5,277
Change-5,277 (-100%)
Value$0 (-$280.3K)
Filed 2026-10-28
Summit Financial Consulting LLC
CLOSED
Shares0 from 5,163
Change-5,163 (-100%)
Value$0 (-$274.2K)
Filed 2026-10-15
Grant Private Wealth Management Inc
CLOSED
Shares0 from 4,305
Change-4,305 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-19
CLG LLC
CLOSED
Shares0 from 4,277
Change-4,277 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-13
Coastline Trust Co
CLOSED
Shares0 from 4,272
Change-4,272 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-01
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 4,260
Change-4,260 (-100%)
Value$0 (-$226.2K)
Filed 2026-10-21
Truefg, LLC
CLOSED
Shares0 from 4,246
Change-4,246 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-15
Saxon Interests, Inc.
CLOSED
Shares0 from 4,065
Change-4,065 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-26
AtlasMark Financial, Inc
CLOSED
Shares0 from 3,855
Change-3,855 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-13
Eagle Global Advisors LLC
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-02
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 3,778
Change-3,778 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-26
Serenity Investment Advisors
CLOSED
Shares0 from 3,420
Change-3,420 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-30
Park Place Capital Corp
CLOSED
Shares0 from 2,896
Change-2,896 (-100%)
Value$0 (-$153.8K)
Filed 2026-11-09
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 2,684
Change-2,684 (-100%)
Value$0 (-$142.5K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 2,565
Change-2,565 (-100%)
Value$0 (-$136.2K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,208
Change-2,208 (-100%)
Value$0 (-$117.3K)
Filed 2026-10-14
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,894
Change-1,894 (-100%)
Value$0 (-$100.6K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,720
Change-1,720 (-100%)
Value$0 (-$91.3K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$54.4K)
Filed 2026-10-15
Albion Financial Group
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$31.7K)
Filed 2026-10-21
Obsidian CIO, LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$29.8K)
Filed 2026-11-05
Raleigh Capital Management Inc.
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-28
Wellington Grp LLC
CLOSED
Shares0 from 512
Change-512 (-100%)
Value$0 (-$31.4K)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$26.6K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$20.2K)
Filed 2026-10-23
Newton One Investments LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-29
Fairway Wealth LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-02
3Chopt Investment Partners, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-30
Atwood & Palmer Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$585)
Filed 2026-10-08
Hyposwiss Advisors SA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$326.4K (+$23.1K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 53,253,223
Change-53,253,223 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,181,455
Change-29,181,455 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,568,423
Change-18,568,423 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,527,307
Change-18,527,307 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,004,305
Change-17,004,305 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,619,663
Change-11,619,663 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,561,300
Change-7,561,300 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,547,004
Change-7,547,004 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 7,531,605
Change-7,531,605 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,938,422
Change-6,938,422 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 6,891,100
Change-6,891,100 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,032,809
Change-6,032,809 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,819,502
Change-5,819,502 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 4,432,763
Change-4,432,763 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 4,321,004
Change-4,321,004 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,027,798
Change-4,027,798 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,610,313
Change-3,610,313 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,008,433
Change-3,008,433 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 2,802,700
Change-2,802,700 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,693,397
Change-2,693,397 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,657,590
Change-2,657,590 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,652,560
Change-2,652,560 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,535,993
Change-2,535,993 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,263,630
Change-2,263,630 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,237,385
Change-2,237,385 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,106,774
Change-2,106,774 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,031,148
Change-2,031,148 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,002,260
Change-2,002,260 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,985,004
Change-1,985,004 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,955,523
Change-1,955,523 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,953,117
Change-1,953,117 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 1,853,850
Change-1,853,850 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,852,648
Change-1,852,648 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,831,848
Change-1,831,848 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,529,567
Change-1,529,567 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,347,835
Change-1,347,835 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,254,128
Change-1,254,128 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,246,522
Change-1,246,522 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,196,643
Change-1,196,643 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,164,746
Change-1,164,746 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,064,108
Change-1,064,108 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,024,331
Change-1,024,331 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 934,555
Change-934,555 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 932,699
Change-932,699 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 913,890
Change-913,890 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 858,575
Change-858,575 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 832,534
Change-832,534 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 768,144
Change-768,144 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 762,726
Change-762,726 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 761,254
Change-761,254 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 714,341
Change-714,341 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 708,338
Change-708,338 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 700,172
Change-700,172 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 683,316
Change-683,316 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 661,611
Change-661,611 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 649,974
Change-649,974 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 644,258
Change-644,258 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 641,631
Change-641,631 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 623,408
Change-623,408 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 610,935
Change-610,935 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 574,550
Change-574,550 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 574,479
Change-574,479 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 553,518
Change-553,518 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 549,699
Change-549,699 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 537,917
Change-537,917 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 513,078
Change-513,078 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 510,131
Change-510,131 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 508,597
Change-508,597 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 503,748
Change-503,748 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 498,205
Change-498,205 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 488,480
Change-488,480 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 473,263
Change-473,263 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 453,174
Change-453,174 (-100%)
Value—
CTC LLC
N/A
Shares— from 451,784
Change-451,784 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 444,100
Change-444,100 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 432,483
Change-432,483 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 431,202
Change-431,202 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 428,299
Change-428,299 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 389,202
Change-389,202 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 384,998
Change-384,998 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 382,286
Change-382,286 (-100%)
Value—
Main Management LLC
N/A
Shares— from 379,701
Change-379,701 (-100%)
Value—
&partners
N/A
Shares— from 363,667
Change-363,667 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 357,183
Change-357,183 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 352,565
Change-352,565 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 349,786
Change-349,786 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 329,503
Change-329,503 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 320,394
Change-320,394 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 316,068
Change-316,068 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 303,902
Change-303,902 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 300,296
Change-300,296 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 295,001
Change-295,001 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 283,956
Change-283,956 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 267,530
Change-267,530 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 260,263
Change-260,263 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 259,658
Change-259,658 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 256,949
Change-256,949 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 256,177
Change-256,177 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 249,455
Change-249,455 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 247,104
Change-247,104 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 240,404
Change-240,404 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 238,584
Change-238,584 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 237,721
Change-237,721 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 232,900
Change-232,900 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 230,500
Change-230,500 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 227,164
Change-227,164 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 226,899
Change-226,899 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 221,336
Change-221,336 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 212,119
Change-212,119 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 211,843
Change-211,843 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 210,982
Change-210,982 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 210,863
Change-210,863 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 205,946
Change-205,946 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 205,262
Change-205,262 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 198,251
Change-198,251 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 194,861
Change-194,861 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 192,568
Change-192,568 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 189,623
Change-189,623 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 188,488
Change-188,488 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 186,996
Change-186,996 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 183,749
Change-183,749 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 182,273
Change-182,273 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 176,367
Change-176,367 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 174,973
Change-174,973 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 171,216
Change-171,216 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 171,152
Change-171,152 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 167,707
Change-167,707 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 159,977
Change-159,977 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 158,803
Change-158,803 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 155,153
Change-155,153 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 151,986
Change-151,986 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 149,961
Change-149,961 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 144,817
Change-144,817 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 143,201
Change-143,201 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 141,412
Change-141,412 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 141,338
Change-141,338 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 141,274
Change-141,274 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 141,025
Change-141,025 (-100%)
Value—
Commerce Bank
N/A
Shares— from 140,399
Change-140,399 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 139,668
Change-139,668 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 136,380
Change-136,380 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 133,886
Change-133,886 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 129,047
Change-129,047 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 128,950
Change-128,950 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 128,821
Change-128,821 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 125,423
Change-125,423 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 116,232
Change-116,232 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 115,541
Change-115,541 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 112,857
Change-112,857 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 112,418
Change-112,418 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 112,406
Change-112,406 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 111,775
Change-111,775 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 110,315
Change-110,315 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 110,291
Change-110,291 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 108,172
Change-108,172 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 107,973
Change-107,973 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 107,101
Change-107,101 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 103,750
Change-103,750 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 102,747
Change-102,747 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 101,830
Change-101,830 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 101,393
Change-101,393 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100,035
Change-100,035 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 99,516
Change-99,516 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 99,051
Change-99,051 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 97,683
Change-97,683 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 96,962
Change-96,962 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 94,059
Change-94,059 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 92,183
Change-92,183 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 90,956
Change-90,956 (-100%)
Value—
Stephens Inc
N/A
Shares— from 89,619
Change-89,619 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 89,601
Change-89,601 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 88,666
Change-88,666 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 88,090
Change-88,090 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 87,406
Change-87,406 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 86,373
Change-86,373 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 86,355
Change-86,355 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 85,919
Change-85,919 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 84,213
Change-84,213 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 83,157
Change-83,157 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 83,116
Change-83,116 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 83,000
Change-83,000 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 82,874
Change-82,874 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 82,740
Change-82,740 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 81,995
Change-81,995 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 81,790
Change-81,790 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 81,626
Change-81,626 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 80,981
Change-80,981 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 80,460
Change-80,460 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 79,852
Change-79,852 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 79,834
Change-79,834 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 79,583
Change-79,583 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 77,622
Change-77,622 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 77,317
Change-77,317 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 77,086
Change-77,086 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 77,073
Change-77,073 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 76,132
Change-76,132 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 75,525
Change-75,525 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 74,398
Change-74,398 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 74,255
Change-74,255 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 70,856
Change-70,856 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 70,747
Change-70,747 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 70,591
Change-70,591 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 70,551
Change-70,551 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 70,238
Change-70,238 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 67,756
Change-67,756 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 67,552
Change-67,552 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 67,255
Change-67,255 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 66,618
Change-66,618 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 65,747
Change-65,747 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 65,685
Change-65,685 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 65,483
Change-65,483 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 65,451
Change-65,451 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 64,832
Change-64,832 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 63,859
Change-63,859 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 63,098
Change-63,098 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 63,004
Change-63,004 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 61,818
Change-61,818 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 60,401
Change-60,401 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 59,440
Change-59,440 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 58,563
Change-58,563 (-100%)
Value—
Simmons Bank
N/A
Shares— from 58,391
Change-58,391 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 57,191
Change-57,191 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 56,583
Change-56,583 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 56,476
Change-56,476 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 56,424
Change-56,424 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 55,796
Change-55,796 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 55,769
Change-55,769 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 55,150
Change-55,150 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 54,984
Change-54,984 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 52,848
Change-52,848 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 52,722
Change-52,722 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 52,680
Change-52,680 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 52,488
Change-52,488 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 52,133
Change-52,133 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 51,665
Change-51,665 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 49,949
Change-49,949 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 49,766
Change-49,766 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 49,456
Change-49,456 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 47,704
Change-47,704 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 47,696
Change-47,696 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 47,205
Change-47,205 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 46,878
Change-46,878 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 46,760
Change-46,760 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 46,152
Change-46,152 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 45,600
Change-45,600 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 45,517
Change-45,517 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 45,357
Change-45,357 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 44,981
Change-44,981 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 44,282
Change-44,282 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 43,690
Change-43,690 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 43,342
Change-43,342 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 43,215
Change-43,215 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 42,800
Change-42,800 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 42,676
Change-42,676 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 42,205
Change-42,205 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 42,200
Change-42,200 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 42,002
Change-42,002 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 41,810
Change-41,810 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 41,460
Change-41,460 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 41,345
Change-41,345 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 40,945
Change-40,945 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 40,825
Change-40,825 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40,359
Change-40,359 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 40,132
Change-40,132 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 39,795
Change-39,795 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 39,778
Change-39,778 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 39,218
Change-39,218 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 39,064
Change-39,064 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 38,518
Change-38,518 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 38,503
Change-38,503 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 37,749
Change-37,749 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 37,030
Change-37,030 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 36,561
Change-36,561 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 36,446
Change-36,446 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 36,196
Change-36,196 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 36,006
Change-36,006 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 35,964
Change-35,964 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 35,882
Change-35,882 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 35,363
Change-35,363 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 34,057
Change-34,057 (-100%)
Value—
Invst, LLC
N/A
Shares— from 33,812
Change-33,812 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 33,786
Change-33,786 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 33,516
Change-33,516 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 33,476
Change-33,476 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 33,138
Change-33,138 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 32,671
Change-32,671 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 32,508
Change-32,508 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 32,419
Change-32,419 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 32,307
Change-32,307 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 31,575
Change-31,575 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 31,528
Change-31,528 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 31,324
Change-31,324 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 30,996
Change-30,996 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 30,969
Change-30,969 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 29,746
Change-29,746 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 29,315
Change-29,315 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 29,068
Change-29,068 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 28,914
Change-28,914 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 27,911
Change-27,911 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 27,549
Change-27,549 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 27,502
Change-27,502 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 27,401
Change-27,401 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 27,185
Change-27,185 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 27,058
Change-27,058 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 26,792
Change-26,792 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 26,388
Change-26,388 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 26,259
Change-26,259 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 26,173
Change-26,173 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 26,043
Change-26,043 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 26,040
Change-26,040 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 25,830
Change-25,830 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 25,708
Change-25,708 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 25,443
Change-25,443 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 25,164
Change-25,164 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 24,903
Change-24,903 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 24,313
Change-24,313 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,220
Change-24,220 (-100%)
Value—
Betterment LLC
N/A
Shares— from 24,169
Change-24,169 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 23,517
Change-23,517 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 22,981
Change-22,981 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 22,761
Change-22,761 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 22,703
Change-22,703 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,628
Change-22,628 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 22,364
Change-22,364 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 22,348
Change-22,348 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 22,222
Change-22,222 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 22,211
Change-22,211 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 22,083
Change-22,083 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 21,456
Change-21,456 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 21,378
Change-21,378 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 21,270
Change-21,270 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 20,965
Change-20,965 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 20,763
Change-20,763 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 20,706
Change-20,706 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 20,006
Change-20,006 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,939
Change-19,939 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 19,894
Change-19,894 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 19,725
Change-19,725 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 19,636
Change-19,636 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 19,630
Change-19,630 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 19,340
Change-19,340 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 19,268
Change-19,268 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 19,262
Change-19,262 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 19,231
Change-19,231 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 19,044
Change-19,044 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 18,658
Change-18,658 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 18,634
Change-18,634 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 18,398
Change-18,398 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 17,793
Change-17,793 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 17,423
Change-17,423 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 17,407
Change-17,407 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 17,315
Change-17,315 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,218
Change-17,218 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 16,972
Change-16,972 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 16,869
Change-16,869 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,758
Change-16,758 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16,580
Change-16,580 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 16,556
Change-16,556 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,432
Change-16,432 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 16,417
Change-16,417 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 16,330
Change-16,330 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 16,242
Change-16,242 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 16,105
Change-16,105 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 16,097
Change-16,097 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 15,937
Change-15,937 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 15,813
Change-15,813 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 15,687
Change-15,687 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 15,492
Change-15,492 (-100%)
Value—
FCA Corp
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 15,229
Change-15,229 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,052
Change-15,052 (-100%)
Value—
Boston Partners
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 14,910
Change-14,910 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 14,856
Change-14,856 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 14,842
Change-14,842 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 14,781
Change-14,781 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 14,672
Change-14,672 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,605
Change-14,605 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 14,510
Change-14,510 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,409
Change-14,409 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 14,081
Change-14,081 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 14,038
Change-14,038 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 13,988
Change-13,988 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 13,717
Change-13,717 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 13,694
Change-13,694 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 13,639
Change-13,639 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 13,294
Change-13,294 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 13,125
Change-13,125 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 13,086
Change-13,086 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 13,086
Change-13,086 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,916
Change-12,916 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,621
Change-12,621 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 12,573
Change-12,573 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,417
Change-12,417 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12,208
Change-12,208 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,119
Change-12,119 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 12,093
Change-12,093 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 12,007
Change-12,007 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 11,770
Change-11,770 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Bank of Marin
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,552
Change-11,552 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 11,284
Change-11,284 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 11,194
Change-11,194 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 11,086
Change-11,086 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,944
Change-10,944 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 10,902
Change-10,902 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,889
Change-10,889 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,235
Change-10,235 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 9,670
Change-9,670 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 9,501
Change-9,501 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 9,331
Change-9,331 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,894
Change-8,894 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,666
Change-8,666 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 8,644
Change-8,644 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 8,364
Change-8,364 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,134
Change-8,134 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,882
Change-7,882 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 7,833
Change-7,833 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 7,418
Change-7,418 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 7,068
Change-7,068 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 6,051
Change-6,051 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
American Trust
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Pickering Energy Partners LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 665
Change-665 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 617
Change-617 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 480
Change-480 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 286
Change-286 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 243
Change-243 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 216
Change-216 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 205
Change-205 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 150
Change-150 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 14
Change-14 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 14
Change-14 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED15,652,72215,224,241+428,481+3%$808.6M$962.6M+$154.1M2026-11-06
Citigroup Inc
INCREASED4,809,6602,714,640+2,095,020+77%$144.2M$295.8M+$151.6M2026-11-04
Migdal Insurance & Financial Holdings Ltd.
INCREASED4,696,3974,589,946+106,451+2%$243.8M$288.8M+$45.1M2026-11-09
Factory Mutual Insurance Co
UNCHANGED4,450,4454,450,44500%$236.4M$273.7M+$37.3M2026-10-30
Bank of Montreal
DECREASED3,887,7364,252,768-365,032-9%$225.9M$239.1M+$13.2M2026-11-09
Allen Investment Management, LLC
INCREASED3,392,9572,900,688+492,269+17%$154.1M$208.7M+$54.6M2026-11-03
Barclays PLC
DECREASED3,250,2225,480,248-2,230,026-41%$291.1M$199.9M-$91.2M2026-11-06
Wealthfront Advisers LLC
DECREASED2,369,4072,411,472-42,065-2%$128.1M$145.7M+$17.6M2026-11-09
Hamilton Capital, LLC
DECREASED2,367,6004,398,711-2,031,111-46%$233.6M$145.6M-$88.0M2026-10-08
Squarepoint Ops LLC
DECREASED2,231,9802,817,819-585,839-21%$149.7M$137.3M-$12.4M2026-11-09
HighTower Advisors, LLC
INCREASED1,804,1561,771,737+32,419+2%$94.1M$111.0M+$16.9M2026-11-10
Cornerstone Advisors, LLC
UNCHANGED1,702,0481,702,04800%$90.4M$104.7M+$14.3M2026-11-06
Phoenix Financial Ltd.
INCREASED1,628,2111,509,197+119,014+8%$80.2M$99.3M+$19.2M2026-11-09
Commonwealth Equity Services, LLC
DECREASED1,603,0791,665,143-62,064-4%$88.4M$98.6M+$10.2M2026-11-02
Capital Investment Advisors, LLC
DECREASED1,585,0201,602,586-17,566-1%$85.1M$97.5M+$12.4M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED1,577,0781,155,057+422,021+37%$61.3M$97.0K-$61.2M2026-11-02
J.Safra Asset Management Corp
DECREASED1,417,9071,616,362-198,455-12%$85.8M$87.2M+$1.4M2026-11-03
Assetmark, Inc
DECREASED1,307,6561,634,072-326,416-20%$86.8M$80.4M-$6.4M2026-10-21
FIL Ltd
INCREASED1,282,676238,366+1,044,310+438%$12.7M$78.9M+$66.2M2026-11-10
Meitav Investment House LTD
INCREASED985,82945,321+940,508+2075%$2.4M$60.6M+$58.2M2026-10-28
AGF Management LTD
DECREASED977,569998,820-21,251-2%$53.0M$60.1M+$7.1M2026-11-03
Fifth Third Bancorp
DECREASED903,983926,085-22,102-2%$49.2M$55.6M+$6.4M2026-11-05
Truist Financial Corp
DECREASED900,434931,846-31,412-3%$49.5M$55.4M+$5.9M2026-10-30
Municipal Employees' Retirement System of Michigan
INCREASED853,449474,882+378,567+80%$25.2M$52.5K-$25.2M2026-11-06
Thrivent Financial for Lutherans
INCREASED846,267814,308+31,959+4%$43.2M$52.8K-$43.2M2026-11-05
Kestra Advisory Services, LLC
INCREASED826,324696,314+130,010+19%$37.0M$50.8M+$13.8M2026-11-02
US Bancorp \de\
INCREASED819,002814,122+4,880+1%$43.2M$50.4M+$7.1M2026-11-05
PNC Financial Services Group, Inc.
DECREASED811,135849,282-38,147-4%$45.1M$49.9M+$4.8M2026-11-06
GenTrust, LLC
INCREASED785,602775,290+10,312+1%$41.2M$48.3M+$7.1M2026-11-06
Forbes J M & Co LLP
INCREASED770,089765,897+4,192+1%$40.7M$47.4M+$6.7M2026-10-16
Briaud Financial Planning Inc
INCREASED722,2675,575+716,692+12855%$296.1K$44.4M+$44.1M2026-10-20
True Freedom Investing, LLC
INCREASED684,265575,117+109,148+19%$35.2M$42.1M+$6.9M2026-10-29
Oakworth Capital, Inc.
INCREASED660,535658,764+1,771+0%$34.9M$40.6M+$5.7M2026-10-26
KCM Investment Advisors LLC
DECREASED638,878645,182-6,304-1%$34.3M$39.3M+$5.0M2026-10-27
Equitable Trust Co
DECREASED580,034602,179-22,145-4%$32.0M$35.7M+$3.7M2026-10-13
Univest Financial Corp
INCREASED571,261560,453+10,808+2%$29.8M$35.1M+$5.4M2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED565,955410,035+155,920+38%$21.8M$34.8M+$13.0M2026-10-29
Appleton Partners Inc
INCREASED549,410546,298+3,112+1%$29.0M$33.8K-$29.0M2026-10-30
Pinkerton Wealth, LLC
INCREASED541,281454,490+86,791+19%$27.8M$33.3M+$5.4M2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED512,845749,677-236,832-32%$39.8M$31.5M-$8.3M2026-10-16
Tradewinds Capital Management, LLC
DECREASED483,549795,536-311,987-39%$42.3M$29.7M-$12.5M2026-10-23
Creative Planning
INCREASED482,371449,939+32,432+7%$23.9M$29.7M+$5.8M2026-11-02
Stonebridge Financial Group, LLC
NEW451,683—+451,683——$27.8M—2026-10-01
Focus Financial Network, Inc.
INCREASED440,388109,738+330,650+301%$5.8M$27.1M+$21.3M2026-10-14
Eastern Bank
INCREASED436,3856,732+429,653+6382%$357.5K$26.8M+$26.5M2026-10-05
CoreCap Advisors, LLC
INCREASED421,325364,481+56,844+16%$19.4M$25.9M+$6.6M2026-10-08
Ferguson Wellman Capital Management, Inc
DECREASED414,688421,453-6,765-2%$22.4M$25.5M+$3.1M2026-10-05
Trust Asset Management LLC
DECREASED403,884404,235-3510%$21.5M$24.8M+$3.4M2026-11-03
Angeles Investment Advisors, LLC
NEW389,000—+389,000——$23.9M—2026-10-22
Howland Capital Management LLC
INCREASED377,627309,943+67,684+22%$16.5M$23.2M+$6.8M2026-10-22
Professional Advisory Services Inc
NEW374,358—+374,358——$23.0K—2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED370,974414,027-43,053-10%$22.0M$22.8M+$825.9K2026-11-03
Mufg Bank, Ltd.
DECREASED370,0002,191,000-1,821,000-83%$116.4M$22.8M-$93.6M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED366,670331,212+35,458+11%$18.0M$23.6M+$5.6M2026-10-13
Pittenger & Anderson Inc
DECREASED353,224353,324-1000%$18.8M$21.7M+$3.0M2026-11-02
Acorn Financial Advisory Services Inc
DECREASED350,359360,834-10,475-3%$19.2M$21.5M+$2.4M2026-11-02
Trilogy Capital Inc.
INCREASED346,885287,631+59,254+21%$15.3M$21.3M+$6.1M2026-10-20
Oppenheimer Asset Management Inc.
INCREASED346,613183,465+163,148+89%$9.7M$21.3M+$11.6M2026-10-27
SP Asset Management LLC
DECREASED343,392344,316-9240%$18.3M$21.1M+$2.8M2026-11-05
Atria Investments, Inc
DECREASED338,591356,593-18,002-5%$18.9M$20.8M+$1.9M2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED331,969420,932-88,963-21%$22.4M$20.4M-$1.9M2026-10-08
D.A. Davidson & Co.
INCREASED329,191318,444+10,747+3%$16.9M$20.2M+$3.3M2026-10-28
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
NEW318,000—+318,000——$19.6M—2026-10-29
Park Avenue Securities LLC
DECREASED316,880343,880-27,000-8%$18.3M$19.5K-$18.2M2026-10-26
Blume Capital Management, Inc.
DECREASED305,076308,691-3,615-1%$16.4M$18.8M+$2.4M2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED302,324239,479+62,845+26%$12.7M$18.6M+$5.9M2026-11-03
RED Cedar Investment Management, LLC
UNCHANGED289,711289,71100%$15.4M$17.8M+$2.4M2026-11-04
Merit Financial Group, LLC
DECREASED279,100284,961-5,861-2%$15.1M$17.2M+$2.0M2026-11-06
Blue Trust, Inc.
INCREASED277,138268,791+8,347+3%$14.3M$17.0M+$2.8M2026-10-15
Blair William & Co
INCREASED268,153264,098+4,055+2%$14.0M$16.5M+$2.5M2026-11-10
Grove Bank & Trust
INCREASED261,706129,408+132,298+102%$6.9M$16.1M+$9.2M2026-10-08
Trek Financial, LLC
DECREASED247,998262,918-14,920-6%$14.0M$15.3M+$1.3M2026-10-29
Steele Capital Management, Inc.
DECREASED246,182259,203-13,021-5%$13.8M$15.1M+$1.4M2026-11-02
Concurrent Investment Advisors, LLC
DECREASED245,618255,960-10,342-4%$13.6M$15.1M+$1.5M2026-10-16
Armstrong Advisory Group, Inc
INCREASED244,862244,158+704+0%$13.0M$15.1M+$2.1M2026-10-09
Vontobel Holding Ltd.
INCREASED236,216196,467+39,749+20%$10.4M$14.5M+$4.1M2026-10-16
Solitude Financial Services
DECREASED234,959237,235-2,276-1%$12.6M$14.4M+$1.9M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED233,354204,092+29,262+14%$10.8M$14.4M+$3.5M2026-11-03
Tamar Securities, LLC
INCREASED231,929209,693+22,236+11%$11.1M$14.3M+$3.1M2026-11-03
Mizuho Markets Americas LLC
INCREASED227,435144,169+83,266+58%$7.7M$14.0M+$6.3M2026-11-09
Whitcomb & Hess, Inc.
DECREASED223,875225,353-1,478-1%$12.0M$13.8M+$1.8M2026-10-07
Confluence Investment Management LLC
DECREASED222,142230,673-8,531-4%$12.3M$13.7M+$1.4M2026-10-01
MGO One Seven LLC
INCREASED221,959220,695+1,264+1%$11.7M$13.7M+$1.9M2026-10-28
Wespac Advisors SoCal, LLC
INCREASED221,777215,021+6,756+3%$11.4M$13.6M+$2.2M2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED213,664214,970-1,306-1%$11.4M$13.1M+$1.7M2026-10-23
Exchange Traded Concepts, LLC
INCREASED213,417209,278+4,139+2%$11.1M$13.1M+$2.0M2026-10-28
Horizon Wealth Management, LLC
NEW208,122—+208,122——$12.8M—2026-11-02
Keybank National Association
DECREASED207,569208,089-5200%$11.1M$12.8M+$1.7M2026-11-04
Cercano Management LLC
INCREASED201,894148,672+53,222+36%$7.9M$12.4M+$4.5M2026-11-10
Crescent Grove Advisors, LLC
DECREASED200,909201,640-7310%$10.7M$12.4M+$1.6M2026-10-21
First Interstate Bank
DECREASED199,783206,153-6,370-3%$10.9M$12.3M+$1.3M2026-10-23
Independent Financial Group, LLC
INCREASED197,936176,610+21,326+12%$9.4M$12.2M+$2.8M2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED196,843207,527-10,684-5%$11.0M$12.1M+$1.1M2026-10-14
Foguth Wealth Management, Llc.
INCREASED194,668168,340+26,328+16%$9.8M$13.3M+$3.5M2026-10-19
Sollinda Capital Management LLC
DECREASED193,882216,098-22,216-10%$11.5M$11.9M+$446.8K2026-11-09
NTV Asset Management LLC
DECREASED191,531196,871-5,340-3%$10.5M$11.8M+$1.3M2026-10-23
Q3 Asset Management
NEW191,078—+191,078——$12.2K—2026-11-06
Ted Buchan & Co
INCREASED189,767187,481+2,286+1%$10.0M$11.7M+$1.7M2026-10-23
Lake Hills Wealth Management, LLC
INCREASED188,565184,271+4,294+2%$9.8M$11.6M+$1.8M2026-10-07
Decker Retirement Planning Inc.
DECREASED188,122228,903-40,781-18%$12.2M$11.6M-$587.5K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED185,027186,006-979-1%$9.9M$11.4M+$1.5M2026-11-05
Madrona Financial Services, LLC
INCREASED184,199183,490+709+0%$9.7M$11.3M+$1.6M2026-10-23
Busey Bank
DECREASED183,617187,335-3,718-2%$9.9M$11.3M+$1.3M2026-10-26
FMR LLC
INCREASED183,606176,838+6,768+4%$9.4M$11.3M+$1.9M2026-11-10
Avalon Capital Management
INCREASED181,85956,795+125,064+220%$3.0M$11.2M+$8.2M2026-11-04
Valmark Advisers, Inc.
DECREASED179,430179,688-2580%$9.5M$11.0M+$1.5M2026-11-06
Biltmore Wealth Management, LLC
DECREASED176,926179,193-2,267-1%$9.5M$10.9M+$1.4M2026-10-09
BAR Harbor Wealth Management
INCREASED176,196174,918+1,278+1%$9.3M$10.8M+$1.5M2026-10-21
Continuum Wealth Advisors, LLC
INCREASED174,985161,345+13,640+8%$8.6M$10.8M+$2.2M2026-10-20
Krilogy Financial LLC
INCREASED171,009161,986+9,023+6%$8.6M$11.3M+$2.7M2026-10-13
AlTi Global, Inc.
INCREASED170,890146,918+23,972+16%$7.8M$10.5M+$2.7M2026-11-09
Lido Advisors, LLC
INCREASED169,132156,284+12,848+8%$8.3M$10.4M+$2.1M2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED167,339167,860-5210%$8.9M$10.3M+$1.4M2026-11-04
Toth Financial Advisory Corp
DECREASED167,068182,863-15,795-9%$9.7M$10.3M+$562.8K2026-10-08
ACT Wealth Management, LLC
INCREASED165,561157,572+7,989+5%$8.4M$10.2M+$1.8M2026-10-09
Chemung Canal Trust Co
DECREASED165,267167,908-2,641-2%$8.9M$10.2M+$1.2M2026-11-04
Warwick Investment Management, Inc.
INCREASED163,344162,692+652+0%$8.6M$10.0M+$1.4M2026-10-19
Fourpath Capital Management, LLC
DECREASED160,829311,357-150,528-48%$16.5M$9.9M-$6.6M2026-10-19
WBH Advisory Inc
DECREASED158,700168,827-10,127-6%$9.0M$9.8M+$793.7K2026-11-05
Fagan Associates, Inc.
DECREASED157,711158,083-3720%$8.4M$9.7M+$1.3M2026-10-13
Scotia Capital Inc.
INCREASED155,803111,544+44,259+40%$5.9M$9.6M+$3.7M2026-11-10
Oppenheimer & Co Inc
DECREASED151,794251,924-100,130-40%$13.4M$9.3M-$4.0M2026-10-26
Sigma Planning Corp
DECREASED149,912157,801-7,889-5%$8.4M$9.2M+$847.7K2026-10-23
Lighthouse Financial Services Inc
DECREASED148,917149,552-6350%$7.9M$9.2M+$1.3M2026-11-02
IFP Advisors, Inc
DECREASED148,522148,671-1490%$7.9M$9.1M+$1.2M2026-10-16
Hollow Brook Wealth Management LLC
UNCHANGED147,312147,31200%$7.8M$9.1M+$1.2M2026-10-29
IMZ Advisory Inc
INCREASED145,830134,485+11,345+8%$7.1M$9.0M+$1.8M2026-11-03
CVS Health Corp
NEW145,000—+145,000——$8.9M—2026-11-05
Old National Bancorp
DECREASED144,932146,911-1,979-1%$7.8M$8.9M+$1.1M2026-10-20
Simon Quick Advisors, LLC
DECREASED144,333176,958-32,625-18%$9.4M$8.9M-$521.8K2026-10-26
Farther Finance Advisors, LLC
DECREASED143,917154,804-10,887-7%$8.2M$8.9M+$629.1K2026-10-08
Baker Avenue Asset Management, LP
DECREASED143,699173,815-30,116-17%$9.2M$8.8M-$393.8K2026-11-06
Kessler Investment Group, LLC
INCREASED140,1706,980+133,190+1908%$370.7K$8.6M+$8.2M2026-10-08
Parallel Advisors, LLC
INCREASED139,110133,842+5,268+4%$7.1M$8.6M+$1.4M2026-11-03
HighPoint Advisor Group LLC
INCREASED138,270128,162+10,108+8%$6.8M$8.5M+$1.7M2026-11-09
Riggs Asset Managment Co. Inc.
INCREASED138,15782,065+56,092+68%$4.4M$8.5M+$4.1M2026-11-05
Encompass More Asset Management
INCREASED136,91277,699+59,213+76%$4.1M$8.4M+$4.3M2026-10-16
Founders Financial Securities LLC
DECREASED136,650158,410-21,760-14%$8.4M$8.4M-$9.2K2026-10-28
Western Wealth Management, LLC
INCREASED134,487106,921+27,566+26%$5.7M$8.3M+$2.6M2026-11-09
Magnus Financial Group LLC
INCREASED134,458125,791+8,667+7%$6.7M$8.3M+$1.6M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED133,439123,795+9,644+8%$6.5M$8.4M+$1.8M2026-11-04
Rockport Wealth LLC
INCREASED132,92597,104+35,821+37%$5.2M$8.2M+$3.0M2026-11-03
Traynor Capital Management, Inc.
DECREASED132,233132,831-5980%$7.1M$8.1M+$1.1M2026-10-29
Bank of New York Mellon Corp
DECREASED131,860133,558-1,698-1%$7.1M$8.1M+$1.0M2026-11-05
King Wealth Management Group
INCREASED131,645131,503+142+0%$7.0M$8.1K-$7.0M2026-11-09
Signal Advisors Wealth, LLC
INCREASED128,67298,704+29,968+30%$5.2M$7.9M+$2.7M2026-10-13
Altfest L J & Co Inc
INCREASED126,4514,487+121,964+2718%$238.3K$7.8M+$7.5M2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED125,868125,837+31+0%$6.7M$7.5K-$6.7M2026-11-02
Point Nemo Capital, LLC
INCREASED125,28190,131+35,150+39%$4.8M$7.7M+$2.9M2026-11-03
3Edge Asset Management, LP
INCREASED124,064100,452+23,612+24%$5.3M$7.6M+$2.3M2026-10-30
Parsons Capital Management Inc
DECREASED123,368123,605-2370%$6.6M$7.6M+$1.0M2026-10-28
Financial Enhancement Group LLC
DECREASED123,240142,533-19,293-14%$7.6M$7.8M+$238.6K2026-10-08
Fluent Financial, LLC
NEW123,143—+123,143——$7.6M—2026-10-13
Miramontes Capital, LLC
INCREASED122,089120,802+1,287+1%$6.4M$7.5M+$1.1M2026-10-19
Enclave Advisors LLC
INCREASED121,184119,936+1,248+1%$6.4M$7.5M+$1.1M2026-10-14
Clear Creek Financial Management, LLC
INCREASED117,79215,622+102,170+654%$829.7K$7.2M+$6.4M2026-10-28
Financial Freedom, LLC
DECREASED116,941118,822-1,881-2%$6.3M$7.2M+$881.2K2026-11-06
GW Henssler & Associates LTD
UNCHANGED116,556116,55600%$6.2M$7.2M+$977.9K2026-10-26
Algorithmic Investment Models, LLC
DECREASED115,582120,252-4,670-4%$6.4M$7.1M+$721.7K2026-11-04
Ameraudi Asset Management, Inc.
INCREASED115,30754,834+60,473+110%$2.9M$7.1M+$4.2M2026-11-05
Keystone Global Partners, LLC
INCREASED114,86769,655+45,212+65%$3.7M$7.1M+$3.4M2026-10-13
BOS Asset Management, LLC
INCREASED113,418112,437+981+1%$6.0M$7.0M+$1.0M2026-10-09
Evergreen Capital Management LLC
INCREASED112,501111,302+1,199+1%$5.9M$6.9M+$1.0M2026-10-23
Investors Research Corp
DECREASED110,858112,616-1,758-2%$6.0M$6.8M+$836.7K2026-10-07
Canton Hathaway, LLC
INCREASED110,82599,060+11,765+12%$5.3M$6.8M+$1.6M2026-10-23
Sterling Investment Management, LLC
DECREASED110,394117,244-6,850-6%$6.2M$6.8M+$562.4K2026-10-16
Geneos Wealth Management Inc.
INCREASED109,60864,218+45,390+71%$3.4M$6.7M+$3.3M2026-11-09
Brookstone Capital Management
DECREASED108,845108,941-960%$5.8M$6.7M+$908.1K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED108,52995,238+13,291+14%$5.1M$6.7M+$1.6M2026-10-26
Kestra Private Wealth Services, LLC
INCREASED107,630103,591+4,039+4%$5.5M$6.6M+$1.1M2026-11-06
Harbour Investments, Inc.
DECREASED107,536131,395-23,859-18%$7.0M$6.6M-$365.0K2026-11-09
VAN Strum & Towne Inc.
INCREASED107,226105,656+1,570+1%$5.6M$6.6M+$983.0K2026-11-06
Larson Financial Group LLC
INCREASED105,03190,081+14,950+17%$4.8M$6.5M+$1.7M2026-11-05
McCollum Christoferson Group LLC
DECREASED104,478104,978-5000%$5.6M$6.4M+$850.0K2026-10-13
Clear Wave Wealth Management LLC
DECREASED103,965110,009-6,044-5%$5.8M$6.4M+$551.3K2026-11-04
AlphaCore Capital LLC
INCREASED103,631102,010+1,621+2%$5.4M$6.4M+$955.6K2026-11-04
Prospera Financial Services Inc
DECREASED103,469172,618-69,149-40%$9.2M$7.2M-$1.9M2026-11-04
Wealthcare Advisory Partners LLC
INCREASED103,07589,292+13,783+15%$4.7M$6.3M+$1.6M2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED102,321101,332+989+1%$5.4M$6.3M+$911.0K2026-11-05
Creative Financial Designs Inc
INCREASED100,97099,434+1,536+2%$5.3M$6.2M+$928.7K2026-11-04
Variant Private Wealth, LLC
INCREASED100,73453,573+47,161+88%$2.8M$6.2M+$3.3M2026-10-21
Rise Advisors, LLC
INCREASED99,82697,371+2,455+3%$5.2M$6.1M+$967.9K2026-10-16
Telos Capital Management, Inc.
INCREASED99,65198,251+1,400+1%$5.2M$6.1M+$910.4K2026-11-02
Fifth Third Securities, Inc.
INCREASED99,19583,698+15,497+19%$4.4M$6.1M+$1.7M2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED98,950175,246-76,296-44%$9.3M$6.1M-$3.2M2026-10-20
180 Wealth Advisors, LLC
DECREASED98,581101,817-3,236-3%$5.4M$6.1M+$655.2K2026-11-03
AMI Investment Management Inc
DECREASED98,02598,137-1120%$5.2M$6.0M+$816.5K2026-10-27
Camelot Technology Advisors, Inc.
DECREASED97,377103,811-6,434-6%$5.5M$6.0M+$475.3K2026-10-09
CWA Asset Management Group, LLC
INCREASED97,21395,331+1,882+2%$5.1M$6.0M+$915.5K2026-10-19
Mountain Hill Investment Partners Corp.
UNCHANGED96,62496,62400%$5.1M$5.9M+$810.7K2026-10-23
WealthCare Investment Partners, LLC
DECREASED96,159100,666-4,507-4%$5.3M$5.9M+$567.4K2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED94,88895,113-2250%$5.1M$5.8M+$784.2K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED94,75089,040+5,710+6%$4.7M$5.8M+$1.1M2026-10-23
Evolution Wealth Advisors, LLC
DECREASED94,47897,200-2,722-3%$5.2M$5.8M+$648.1K2026-11-03
TD Waterhouse Canada Inc.
INCREASED93,28757,355+35,932+63%$3.0M$5.8M+$2.8M2026-10-16
Crumly & Associates Inc.
INCREASED92,58790,826+1,761+2%$4.8M$5.7M+$870.3K2026-10-07
LS Investment Advisors, LLC
DECREASED92,09396,956-4,863-5%$5.1M$5.7M+$514.4K2026-10-13
Allworth Financial LP
DECREASED91,99893,149-1,151-1%$4.9M$4.9M-$61.1K2026-11-06
Thor Trading Advisors, LLC
INCREASED91,88151,086+40,795+80%$2.7M$5.7M+$2.9M2026-11-05
Great Valley Advisor Group, Inc.
INCREASED91,54366,481+25,062+38%$3.5M$5.6M+$2.1M2026-11-09
Hall Capital Management Co Inc
DECREASED91,22592,376-1,151-1%$4.9M$5.6M+$704.2K2026-11-09
Apollon Wealth Management, LLC
INCREASED91,15876,952+14,206+18%$4.1M$5.6M+$1.5M2026-10-23
Focus Wealth Advisors, LLC
DECREASED89,68292,091-2,409-3%$4.9M$5.5M+$624.4K2026-10-14
Moneco Advisors, LLC
INCREASED89,53984,003+5,536+7%$4.5M$5.5M+$1.0M2026-11-05
Fisher Asset Management, LLC
DECREASED88,273124,937-36,664-29%$6.6M$5.4M-$1.2M2026-11-06
Sigma Investment Counselors Inc
INCREASED88,09778,073+10,024+13%$4.1M$5.4M+$1.3M2026-10-27
MRA Advisory Group
INCREASED87,99583,685+4,310+5%$4.4M$5.4M+$967.2K2026-10-07
Accurate Wealth Management, LLC
INCREASED87,8317,076+80,755+1141%$389.3K$5.9M+$5.5M2026-10-20
Compass Wealth Management, LLC
INCREASED85,82882,385+3,443+4%$4.4M$5.3M+$903.0K2026-10-30
Associated Banc-Corp
INCREASED85,77484,533+1,241+1%$4.5M$5.3M+$785.6K2026-10-30
Vista Finance, LLC
NEW85,619—+85,619——$5.3M—2026-10-23
Collaborative Capital Advisors LLC
INCREASED84,94871,648+13,300+19%$3.8M$5.2M+$1.4M2026-11-06
Ironwood Wealth Management, Inc.
DECREASED84,57984,594-150%$4.6M$5.5M+$880.5K2026-10-14
Bellwether Advisors, LLC
DECREASED84,415186,936-102,521-55%$9.9M$5.2M-$4.7M2026-11-09
Guardian Partners Inc.
NEW84,200—+84,200——$5.2M—2026-10-21
KMG Fiduciary Partners, LLC
DECREASED84,18286,492-2,310-3%$4.6M$5.2M+$583.6K2026-10-14
Lowe Brockenbrough & Co Inc
INCREASED83,76682,336+1,430+2%$4.4M$5.2M+$778.7K2026-11-09
Stockman Wealth Management, Inc.
DECREASED83,58885,994-2,406-3%$4.6M$5.1M+$573.6K2026-10-27
HB Wealth Management, LLC
INCREASED83,44170,096+13,345+19%$3.7M$5.1M+$1.4M2026-10-23
IronBridge Private Wealth, LLC
NEW83,086—+83,086——$5.1M—2026-11-03
Grand Central Investment Group
INCREASED81,76681,436+330+0%$4.3M$5.0M+$703.5K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED81,47824,617+56,861+231%$1.3M$5.0M+$3.7M2026-10-13
Corecam Pte. Ltd.
DECREASED81,250107,050-25,800-24%$5.7M$5.0M-$691.8K2026-10-23
Financial Guidance Group, Inc.
DECREASED81,17582,447-1,272-2%$4.4M$5.0M+$613.5K2026-10-21
Meridian Wealth Management, LLC
DECREASED81,06781,285-2180%$4.3M$5.0M+$661.7K2026-11-05
Matrix Trust Co
INCREASED80,98578,743+2,242+3%$4.2K$5.0K+$7992026-10-07
Pinnacle Associates LTD
DECREASED80,81281,368-556-1%$4.3M$5.0M+$648.5K2026-10-20
Washington Growth Strategies LLC
UNCHANGED80,26580,26500%$4.3M$4.9M+$673.4K2026-10-19
CWC Advisors, Llc.
INCREASED79,53679,149+387+0%$4.2M$4.9M+$687.9K2026-10-15
Joseph P. Lucia & Associates, LLC
INCREASED78,61676,024+2,592+3%$4.0M$4.8M+$797.3K2026-10-30
Wedbush Securities Inc
INCREASED78,42678,164+262+0%$4.2M$4.8K-$4.1M2026-10-22
United Bank
INCREASED78,05778,025+32+0%$4.1M$4.8M+$656.6K2026-11-06
Winthrop Capital Management, LLC
DECREASED78,05682,707-4,651-6%$4.4M$4.8M+$407.5K2026-11-05
Theory Financial LLC
NEW77,399—+77,399——$4.8M—2026-11-09
Massachusetts Wealth Management
DECREASED77,21178,541-1,330-2%$4.2M$4.7M+$577.2K2026-10-21
Independence Wealth Advisors, LLC
INCREASED77,03276,512+520+1%$4.1M$4.7M+$673.5K2026-10-29
Eddie Patel Inc
DECREASED76,14985,920-9,771-11%$4.6M$4.7M+$120.0K2026-11-02
High Note Wealth, LLC
DECREASED76,09078,148-2,058-3%$4.2M$4.7M+$529.1K2026-10-27
Innealta Capital, LLC
INCREASED75,84875,787+61+0%$4.0M$4.7M+$639.6K2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED75,82450,824+25,000+49%$2.7K$4.7K+$2.0K2026-10-08
Crestwood Advisors Group, LLC
DECREASED75,76377,316-1,553-2%$4.1M$4.7M+$552.5K2026-10-27
Salomon & Ludwin, LLC
INCREASED75,76274,585+1,177+2%$4.0M$4.7M+$699.9K2026-10-29
GFS Advisors, LLC
INCREASED75,61065,910+9,700+15%$254$4.7M+$4.6M2026-11-03
Measured Wealth Private Client Group, LLC
INCREASED75,47070,983+4,487+6%$3.8M$4.6M+$871.5K2026-11-10
Integrated Advisors Network LLC
DECREASED75,402102,396-26,994-26%$5.4M$4.6M-$801.0K2026-10-20
Choreo, LLC
INCREASED74,63869,587+5,051+7%$3.7M$4.6M+$894.5K2026-10-28
Castellan Group
INCREASED74,58171,851+2,730+4%$3.8M$4.6M+$770.7K2026-10-19
Northland Securities, Inc.
INCREASED73,21273,048+164+0%$3.9M$4.5M+$623.0K2026-11-02
Avior Wealth Management, LLC
INCREASED73,17958,591+14,588+25%$3.1M$4.5M+$1.4M2026-10-13
Tucker Asset Management LLC
DECREASED73,13492,467-19,333-21%$4.9M$4.5M-$413.2K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED72,52973,811-1,282-2%$3.9M$4.5M+$540.4K2026-10-13
Balboa Wealth Partners
INCREASED72,17063,963+8,207+13%$3.4M$4.4M+$1.0M2026-10-20
Money Concepts Capital Corp
DECREASED71,70077,227-5,527-7%$4.1M$4.4M+$308.0K2026-11-06
McKinley Carter Wealth Services, Inc.
INCREASED71,59764,338+7,259+11%$3.4M$4.4M+$986.2K2026-10-16
Shaker Investments LLC
INCREASED71,08970,976+113+0%$3.8M$4.4M+$602.5K2026-11-05
Advisory Solutions Group, LLC
DECREASED70,30976,885-6,576-9%$4.1M$4.3M+$240.7K2026-10-14
Innova Wealth Partners
DECREASED70,29274,336-4,044-5%$3.9M$4.3M+$375.0K2026-10-21
Perigon Wealth Management, LLC
INCREASED69,73165,082+4,649+7%$3.5M$4.3M+$831.9K2026-10-22
PFG Advisors
INCREASED69,03867,002+2,036+3%$3.6M$4.2M+$687.3K2026-10-16
Lee Financial Co
DECREASED68,88578,982-10,097-13%$4.2M$4.2M+$41.7K2026-10-16
Investment Advisory Services Inc
INCREASED68,41665,153+3,263+5%$3.5M$4.2M+$747.3K2026-10-27
Hansen & Associates Financial Group, Inc.
DECREASED68,40773,290-4,883-7%$3.9M$4.5M+$569.0K2026-11-09
Savant Capital, LLC
DECREASED68,372117,435-49,063-42%$6.7M$4.2M-$2.5M2026-11-06
SWS Partners
DECREASED67,66973,240-5,571-8%$3.9M$4.2M+$271.9K2026-10-26
AlphaStar Capital Management, LLC
INCREASED66,32463,208+3,116+5%$3.4M$4.1M+$721.9K2026-10-16
Beaumont Asset Management, L.L.C.
INCREASED66,26365,097+1,166+2%$3.5M$4.1M+$617.9K2026-10-16
Solstein Capital, LLC
INCREASED65,99165,781+210+0%$3.5M$4.1M+$564.8K2026-11-02
Citizens Financial Group Inc
DECREASED65,92168,082-2,161-3%$3.6M$4.1M+$438.4K2026-10-23
Oasis Advisors, LLC
INCREASED65,67834,450+31,228+91%$1.8M$4.0M+$2.2M2026-10-16
Titleist Asset Management, LLC
INCREASED65,33865,179+159+0%$3.5M$4.0M+$556.6K2026-10-08
Spire Wealth Management
DECREASED65,31475,423-10,109-13%$4.0M$4.0M+$11.3K2026-10-30
HMS Capital Management, LLC
DECREASED65,17266,197-1,025-2%$3.5M$4.0M+$492.3K2026-10-20
West Financial Advisors, LLC
DECREASED64,96169,771-4,810-7%$3.7M$4.0M+$289.6K2026-10-22
Zullo Investment Group, Inc.
INCREASED64,89464,112+782+1%$3.4M$4.0M+$586.0K2026-10-20
Fosun International Ltd
INCREASED64,5208,000+56,520+707%$424.9K$4.0M+$3.5M2026-11-10
Resonant Capital Advisors, LLC
DECREASED63,21364,145-932-1%$3.4M$3.9M+$480.9K2026-10-15
Southern Capital Services Inc
DECREASED63,19872,395-9,197-13%$3.8M$3.9M+$41.8K2026-10-19
First Merchants Corp
DECREASED62,71963,142-423-1%$3.4M$3.9M+$503.7K2026-10-15
Vaughan David Investments LLC
INCREASED62,71154,712+7,999+15%$2.9M$3.9K-$2.9M2026-11-05
Carnegie Investment Counsel
DECREASED62,57065,259-2,689-4%$3.5M$3.8M+$382.2K2026-10-20
Regions Financial Corp
INCREASED62,56960,868+1,701+3%$3.2M$3.8M+$615.3K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED62,47870,420-7,942-11%$3.7M$3.8M+$104.9K2026-10-30
Edgestream Partners, L.P.
INCREASED62,30222,339+39,963+179%$1.2M$3.8M+$2.6M2026-11-10
Rockland Trust Co
DECREASED62,09763,561-1,464-2%$3.4M$3.8M+$443.2K2026-10-05
Pine Valley Investments Ltd Liability Co
DECREASED61,72761,794-670%$3.3M$3.8M+$514.4K2026-11-09
Uptick Partners, LLC
INCREASED61,69859,546+2,152+4%$3.2M$3.8M+$631.9K2026-11-04
Pettinga Financial Advisors LLC
INCREASED61,67752,062+9,615+18%$2.8M$3.8M+$1.0M2026-10-13
Buska Wealth Management, LLC
DECREASED60,977108,127-47,150-44%$5.7M$3.8M-$2.0M2026-10-08
Joel Isaacson & Co., LLC
INCREASED60,67759,701+976+2%$3.2M$3.7M+$560.9K2026-11-05
Spectrum Asset Management, Inc. (NB )
INCREASED60,58860,038+550+1%$3.2M$3.7M+$537.5K2026-10-19
Trust Co of Oklahoma
DECREASED60,37562,685-2,310-4%$3.3M$3.7M+$383.9K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED60,18157,924+2,257+4%$3.1K$3.7K+$6252026-10-27
Aspen Investment Management Inc
INCREASED59,96559,349+616+1%$3.2K$3.7K+$5362026-11-05
Fifth Third Wealth Advisors LLC
DECREASED59,91060,805-895-1%$3.2M$3.7M+$455.1K2026-10-22
Foronjy Financial LLC
DECREASED59,65664,330-4,674-7%$3.4M$3.7M+$252.3K2026-10-14
Herold Advisors, Inc.
INCREASED59,28059,269+11+0%$3.1M$3.6M+$502.7K2026-10-19
Herbst Group, LLC
INCREASED59,22658,808+418+1%$3.1M$3.6M+$519.1K2026-10-20
Westside Investment Management, Inc.
DECREASED58,71359,294-581-1%$3.1M$3.6M+$471.9K2026-11-02
Sowell Financial Services LLC
INCREASED58,61356,717+1,896+3%$3.0M$3.6M+$592.5K2026-10-23
Symmetry Partners, LLC
INCREASED58,57653,921+4,655+9%$2.9M$3.6M+$738.7K2026-10-27
Capstone Wealth Management Group, Inc.
DECREASED58,36758,866-499-1%$3.1M$3.6M+$463.2K2026-10-19
CMG Global Holdings, LLC
INCREASED58,27457,780+494+1%$3.1M$3.6M+$515.2K2026-10-14
Sutton Place Investors LLC
INCREASED57,95857,635+323+1%$3.1M$3.6M+$503.4K2026-10-20
VestGen Advisors, LLC
DECREASED57,94079,827-21,887-27%$4.2M$3.6M-$676.3K2026-10-27
David Kennon Inc
INCREASED57,93257,428+504+1%$3.1M$3.6M+$512.8K2026-10-13
Central Trust Co
INCREASED57,78457,587+197+0%$3.1M$3.6M+$495.3K2026-11-05
First Nebraska Trust Co
DECREASED57,76758,563-796-1%$3.1M$3.6M+$442.4K2026-10-30
McGuire Investment Group, LLC
INCREASED56,83255,689+1,143+2%$3.0M$3.5M+$537.5K2026-10-23
Midwest Professional Planners, Ltd.
NEW56,282—+56,282——$3.5M—2026-10-29
Valicenti Advisory Services Inc
DECREASED56,13058,710-2,580-4%$3.1K$3.5K+$3342026-10-23
Washington Trust Co
DECREASED55,95457,998-2,044-4%$3.1M$3.4M+$360.9K2026-10-22
Simplicity Wealth,LLC
INCREASED55,88955,649+240+0%$3.0M$3.4M+$481.7K2026-10-23
Vise Technologies, Inc.
INCREASED55,13642,497+12,639+30%$2.3M$3.4M+$1.1M2026-10-29
Certified Advisory Corp
INCREASED54,78554,537+248+0%$2.9M$3.4M+$472.8K2026-10-29
Targeted Financial Services LLC
INCREASED54,52254,477+45+0%$2.9M$3.4M+$459.9K2026-10-19
Visionary Wealth Advisors
DECREASED54,38357,951-3,568-6%$3.1M$3.3M+$266.7K2026-11-04
Ignite Planners, LLC
DECREASED54,34555,993-1,648-3%$3.0M$3.3M+$368.5K2026-10-14
First Business Financial Services, Inc.
UNCHANGED54,24454,24400%$2.9M$3.3M+$455.1K2026-10-29
Beacon Financial Group
DECREASED54,08655,496-1,410-3%$2.9M$3.3M+$378.9K2026-10-19
Ascentis Independent Advisors
NEW54,070—+54,070——$3.3M—2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED53,9494,102+49,847+1215%$217.9K$3.3M+$3.1M2026-10-16
Waldron Private Wealth LLC
DECREASED53,89554,697-802-1%$2.9M$3.3M+$409.6K2026-11-02
Institute for Wealth Management, Llc.
DECREASED53,57053,687-1170%$2.9M$3.3M+$443.2K2026-11-06
Intrinsic Value Partners, LLC
INCREASED52,73244,102+8,630+20%$2.3M$3.2M+$900.8K2026-11-09
Skylands Capital, LLC
DECREASED52,31661,650-9,334-15%$3.3M$3.2M-$56.8K2026-10-21
Community Bank, N.A.
DECREASED52,31353,913-1,600-3%$2.9M$3.2M+$354.0K2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED52,07354,618-2,545-5%$2.9M$3.2K-$2.9M2026-10-14
JBR Co Financial Management Inc
DECREASED51,58752,903-1,316-2%$2.8M$2.7M-$85.4K2026-10-13
Kingstone Capital Partners Texas, LLC
DECREASED50,97852,095-1,117-2%$2.8M$3.1M+$368.4K2026-11-03
Belpointe Asset Management LLC
DECREASED50,81352,603-1,790-3%$2.8M$3.1M+$331.3K2026-11-09
Essex LLC
INCREASED50,37549,834+541+1%$2.6M$3.1M+$451.4K2026-10-14
Fragasso Financial Advisors Inc
DECREASED50,23551,442-1,207-2%$2.7M$3.3M+$537.2K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED50,19560,613-10,418-17%$3.2M$3.2M-$9912026-10-09
Orange Investment Advisors, Inc.
DECREASED49,97151,987-2,016-4%$2.8M$3.1M+$312.2K2026-10-23
Alerus Financial NA
DECREASED49,80560,389-10,584-18%$3.2M$3.1M-$144.3K2026-11-09
Independent Wealth Network Inc.
DECREASED48,45854,130-5,672-10%$2.9M$3.0M+$105.4K2026-10-19
RFG Advisory, LLC
DECREASED48,32652,667-4,341-8%$2.8M$3.0M+$174.9K2026-11-03
Wincap Financial LLC
INCREASED47,69341,560+6,133+15%$2.2M$2.9M+$725.9K2026-10-20
Hardin Capital Partners, LLC
DECREASED47,44050,872-3,432-7%$2.7M$2.9M+$203.2K2026-10-09
Midwest Trust Co
DECREASED47,43749,896-2,459-5%$2.6M$2.9M+$267.4K2026-10-22
Cullen T Bankers, Inc.
DECREASED47,27047,654-384-1%$2.5M$2.9M+$376.2K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED46,95147,261-310-1%$2.5M$2.9M+$377.5K2026-10-29
Strategic Financial Group, LLC
DECREASED46,92651,311-4,385-9%$2.7M$2.9M+$160.8K2026-10-08
Moors & Cabot, Inc.
INCREASED46,85634,481+12,375+36%$1.8M$2.9M+$1.1M2026-11-06
Cornerstone Wealth Management, LLC
INCREASED46,84545,939+906+2%$2.4M$2.9M+$441.2K2026-11-04
Independence Bank of Kentucky
DECREASED46,76949,649-2,880-6%$2.6M$2.9M+$239.4K2026-10-26
MSH Capital Advisors LLC
INCREASED46,73137,704+9,027+24%$2.0M$2.9M+$871.5K2026-11-03
Global Strategic Investment Solutions, LLC
INCREASED46,43946,417+22+0%$2.5M$2.9M+$390.8K2026-10-16
Cornerstone Advisory, LLC
INCREASED46,35540,750+5,605+14%$2.2M$2.9M+$686.6K2026-11-06
Burns J W & Co Inc
INCREASED46,10745,312+795+2%$2.4M$2.8M+$429.1K2026-10-20
LifePlan Financial, LLC
DECREASED46,06546,713-648-1%$2.5M$3.0M+$524.4K2026-10-13
Patten & Patten Inc
DECREASED45,73649,076-3,340-7%$2.6M$2.8M+$206.3K2026-10-26
IFG Advisory, LLC
INCREASED45,64040,796+4,844+12%$2.2M$2.8M+$640.2K2026-11-09
FSA Investment Group, LLC
INCREASED45,46337,154+8,309+22%$2.0M$2.8M+$822.7K2026-10-07
JFS Wealth Advisors, LLC
INCREASED44,94243,549+1,393+3%$2.3M$2.8M+$451.0K2026-11-03
Nations Financial Group Inc,
INCREASED44,77244,678+94+0%$2.4M$2.8M+$380.7K2026-11-05
TCV Trust & Wealth Management, Inc.
DECREASED44,42444,514-900%$2.4M$2.7M+$367.9K2026-10-16
Leuthold Group, LLC
INCREASED44,35126,969+17,382+64%$1.4M$2.7M+$1.3M2026-11-04
Everest Financial Group LLC
INCREASED44,30532,569+11,736+36%$1.7M$2.7M+$995.1K2026-11-06
Colton Groome Financial Advisors, LLC
INCREASED44,29741,391+2,906+7%$2.2M$2.7M+$526.0K2026-10-06
Advisors Management Group Inc
DECREASED44,27645,391-1,115-2%$2.4M$2.7K-$2.4M2026-11-05
Philadelphia Investment Partners, LLC
DECREASED43,93945,674-1,735-4%$2.4M$2.7M+$268.5K2026-11-09
Mesirow Financial Investment Management, Inc.
DECREASED43,79947,789-3,990-8%$2.5M$2.7M+$155.4K2026-11-05
Purus Wealth Management, LLC
DECREASED43,56843,661-930%$2.3M$2.7M+$360.6K2026-10-15
Wespac Advisors, LLC
INCREASED43,13215,726+27,406+174%$835.2K$2.7M+$1.8M2026-10-26
Level Four Advisory Services, LLC
DECREASED43,11044,033-923-2%$2.3M$2.7M+$312.7K2026-11-06
Granite Harbor Advisors, Inc.
INCREASED43,05041,296+1,754+4%$2.2M$2.6M+$454.3K2026-11-10
Odyssey Capital Advisors, Inc.
INCREASED42,98642,530+456+1%$2.3M$2.6M+$384.8K2026-10-26
Boltwood Capital Management
DECREASED42,96842,976-80%$2.3M$2.6M+$360.1K2026-10-02
Graetz Wealth LLC
NEW42,899—+42,899——$2.6M—2026-10-27
Strategic Equity Management
DECREASED42,797188,569-145,772-77%$10.0M$2.6M-$7.4M2026-11-04
Legacy Wealth Partners, LLC
INCREASED42,73135,374+7,357+21%$1.9M$2.6M+$749.2K2026-10-15
Brendel Financial Advisors LLC
NEW42,255—+42,255——$2.6M—2026-11-09
Koshinski Asset Management, Inc.
DECREASED42,21443,624-1,410-3%$2.3M$2.6M+$279.3K2026-10-29
Arta Finance Wealth Management LLC
DECREASED42,20856,521-14,313-25%$3.0M$2.6M-$406.0K2026-10-28
Fairfield Financial Advisors, LTD
DECREASED41,83443,449-1,615-4%$2.3M$2.6M+$265.2K2026-10-14
Croban
INCREASED41,75541,751+4+0%$2.2M$2.6M+$350.6K2026-11-09
StoneX Group Inc.
DECREASED41,72652,938-11,212-21%$2.8M$2.5M-$298.7K2026-11-03
Fortis Group Advisors, LLC
INCREASED41,6095,739+35,870+625%$304.8K$2.9M+$2.6M2026-11-06
SteelPeak Wealth, LLC
INCREASED41,51438,892+2,622+7%$2.1M$2.6M+$487.6K2026-10-16
EPG Wealth Management LLC
INCREASED41,37440,484+890+2%$2.2M$2.5M+$394.4K2026-11-03
Clarus Wealth Advisors
DECREASED41,25245,485-4,233-9%$2.5M$2.7M+$155.7K2026-10-13
Birch Hill Investment Advisors LLC
DECREASED40,71540,735-200%$2.2M$2.5M+$340.5K2026-10-16
Ibex Wealth Advisors
DECREASED40,59357,609-17,016-30%$3.1M$2.5M-$563.2K2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED40,44665,809-25,363-39%$3.5M$2.5M-$1.0M2026-10-16
Banco Santander, S.A.
INCREASED40,31014,547+25,763+177%$772.6K$2.5M+$1.7M2026-11-10
Davenport & Co LLC
INCREASED40,25838,273+1,985+5%$2.0M$2.5M+$443.2K2026-10-14
Nwam LLC
INCREASED40,06533,873+6,192+18%$1.8M$2.5M+$665.0K2026-11-09
SouthState Bank Corp
UNCHANGED39,93039,93000%$2.1M$2.5M+$335.0K2026-11-09
Cooksen Wealth, LLC
INCREASED39,87839,791+87+0%$2.1M$2.6M+$482.0K2026-10-13
M&T Bank Corp
DECREASED39,77150,367-10,596-21%$2.7M$2.4M-$229.7K2026-11-10
Bank of New Hampshire
DECREASED39,65748,283-8,626-18%$2.6M$2.4M-$125.4K2026-10-06
Laurel Wealth Advisors LLC
DECREASED39,53743,081-3,544-8%$2.3M$2.4M+$143.5K2026-10-27
Strategy Asset Managers LLC
INCREASED39,49639,120+376+1%$2.1M$2.4M+$351.3K2026-10-14
Marion Wealth Management
INCREASED39,47438,996+478+1%$2.1M$2.4M+$356.6K2026-10-22
Dumont & Blake Investment Advisors LLC
DECREASED39,28674,139-34,853-47%$3.9M$2.4M-$1.5M2026-10-28
Advisor OS, LLC
DECREASED39,10144,380-5,279-12%$2.4M$2.4M+$47.7K2026-11-03
Butensky & Cohen Financial Security, Inc
DECREASED38,99939,050-510%$2.1M$2.4M+$324.5K2026-10-13
Lyell Wealth Management, LP
DECREASED38,68639,708-1,022-3%$2.1M$2.4M+$270.3K2026-10-30
Essential Partners LLC
INCREASED38,57636,908+1,668+5%$2.0M$2.4M+$412.3K2026-10-14
Wealth Advisory Solutions, LLC
DECREASED38,54438,679-1350%$2.1M$2.4M+$316.2K2026-10-20
Scheeler Financial LLC
NEW38,509—+38,509——$2.4M—2026-10-13
Indivisible Partners
INCREASED38,47310,652+27,821+261%$565.7K$2.4M+$1.8M2026-10-26
True North Advisors, LLC
DECREASED38,40038,601-201-1%$2.1M$2.4M+$311.5K2026-10-22
Daymark Wealth Partners, LLC
INCREASED38,18933,407+4,782+14%$1.8M$2.3M+$574.4K2026-11-04
First American Bank
DECREASED38,07638,242-1660%$2.0M$2.3M+$310.6K2026-10-27
E&G Advisors, LLC
DECREASED38,05438,824-770-2%$2.1M$2.3M+$278.4K2026-10-13
Ring Mountain Capital, LLC
DECREASED38,04039,080-1,040-3%$2.1M$2.3M+$263.9K2026-10-13
Continental Advisors LLC
UNCHANGED38,00038,00000%$2.0M$2.3M+$318.8K2026-10-13
White Pine Investment Co
DECREASED37,97138,970-999-3%$2.1M$2.3K-$2.1M2026-10-15
Avondale Wealth Management
DECREASED37,86642,426-4,560-11%$2.3M$2.3M+$75.5K2026-10-15
Archford Capital Strategies, LLC
INCREASED37,55026,829+10,721+40%$1.4M$2.3M+$884.4K2026-10-19
Orca Investment Management, LLC
DECREASED37,54637,661-1150%$2.0M$2.3M+$308.9K2026-10-29
Sovran Advisors, LLC
DECREASED37,54240,169-2,627-7%$2.3M$2.6M+$267.0K2026-11-02
Atlas Capital Advisors Inc.
DECREASED37,51041,186-3,676-9%$2.2M$10.8M+$8.6M2026-11-09
Shikiar Asset Management Inc
INCREASED37,44534,525+2,920+8%$1.8M$2.3K-$1.8M2026-10-20
Thrive Capital Management, LLC
INCREASED37,33134,534+2,797+8%$1.8M$2.3M+$461.8K2026-10-28
Es4, LLC
DECREASED37,25949,464-12,205-25%$2.6M$2.3M-$335.6K2026-11-09
Midwest Financial Group LLC
INCREASED36,92536,295+630+2%$1.9M$2.3M+$343.3K2026-10-15
Integrity Alliance, Llc.
INCREASED36,76435,955+809+2%$1.9M$2.3M+$351.5K2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED36,56936,496+73+0%$1.9M$2.2M+$310.7K2026-10-27
Freestone Capital Holdings, LLC
DECREASED36,45336,564-1110%$1.9M$2.2M+$299.9K2026-11-09
Buck Wealth Strategies, LLC
DECREASED35,98445,173-9,189-20%$2.4M$2.2M-$186.1K2026-10-28
Nelson Capital Management, LLC
INCREASED35,87034,359+1,511+4%$1.8M$2.2M+$381.2K2026-11-09
Premier Path Wealth Partners, LLC
DECREASED35,80751,242-15,435-30%$2.7M$2.2M-$519.3K2026-10-16
Florida Financial Advisors, LLC
DECREASED35,56838,109-2,541-7%$2.0M$2.2M+$163.4K2026-11-09
Acropolis Investment Management, LLC
INCREASED35,47734,944+533+2%$1.9M$2.2M+$326.0K2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
NEW35,387—+35,387——$2.2M—2026-10-09
Banque Pictet & CIE SA
DECREASED35,27949,900-14,621-29%$2.7M$2.2M-$480.5K2026-10-16
Peddock Capital Advisors, LLC
DECREASED35,22236,505-1,283-4%$1.9M$2.2M+$227.4K2026-10-16
Meridian Investment Counsel Inc.
INCREASED34,85834,348+510+1%$1.8M$2.1M+$319.5K2026-10-14
Axxcess Wealth Management, LLC
DECREASED34,44580,669-46,224-57%$4.3M$2.1M-$2.2M2026-10-21
Clearstead Advisors, LLC
INCREASED34,36432,689+1,675+5%$1.7M$2.1M+$377.4K2026-11-06
Valeo Financial Advisors, LLC
DECREASED34,26534,507-242-1%$1.8M$2.1M+$274.6K2026-10-08
Csenge Advisory Group
INCREASED34,19433,826+368+1%$1.8M$2.1M+$306.4K2026-11-04
Apollon Financial, LLC
DECREASED34,07536,975-2,900-8%$2.0M$2.1M+$131.9K2026-10-23
Pines Wealth Management, LLC
DECREASED33,81240,846-7,034-17%$2.2M$2.1M-$89.9K2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED33,79633,79600%$1.8M$2.3M+$511.3K2026-10-22
Cypress Capital Group
INCREASED33,67530,652+3,023+10%$1.6M$2.1M+$443.1K2026-11-03
Asset Allocation Strategies LLC
DECREASED33,66940,724-7,055-17%$2.2M$2.1M-$92.2K2026-10-20
Cache Advisors, LLC
UNCHANGED33,33833,33800%$1.8M$2.1M+$279.7K2026-10-16
Jacobi Capital Management LLC
DECREASED33,12433,260-1360%$1.8M$2.0M+$270.7K2026-11-05
High Point Wealth Management, LLC
INCREASED32,98430,188+2,796+9%$1.6M$2.0M+$425.2K2026-11-05
Corecam AG
DECREASED32,87046,040-13,170-29%$2.4M$2.0M-$425.1K2026-10-29
SBI Securities Co., Ltd.
DECREASED32,64933,536-887-3%$1.8M$2.0M+$226.8K2026-10-22
First Horizon Corp
DECREASED32,54233,344-802-2%$1.8M$2.0M+$230.4K2026-10-26
Compass Financial Group, Inc.
INCREASED32,52131,966+555+2%$1.7M$2.0M+$302.3K2026-11-06
Fiduciary Alliance LLC
DECREASED32,41433,141-727-2%$1.8M$2.0M+$233.3K2026-10-13
Thayer Partners, LLC / MA
DECREASED32,38833,759-1,371-4%$1.8M$2.0M+$198.9K2026-11-06
Investment Partners, Ltd.
INCREASED32,36616,401+15,965+97%$871.1K$2.0M+$1.1M2026-10-29
Montag A & Associates Inc
DECREASED32,30032,879-579-2%$1.7M$2.0M+$240.2K2026-10-29
Sterling Investment Counsel, LLC
INCREASED31,84131,515+326+1%$1.7M$2.0M+$284.5K2026-10-19
Advisor Resource Council
INCREASED31,81721,386+10,431+49%$1.1M$2.0M+$882.5K2026-11-05
Royal Harbor Partners, LLC
INCREASED31,78030,808+972+3%$1.6M$2.0M+$318.3K2026-10-29
Diversify Advisory Services, LLC
DECREASED31,71634,445-2,729-8%$2.0M$2.1M+$100.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED31,71634,445-2,729-8%$2.0M$2.1M+$100.8K2026-10-20
YHB Investment Advisors, Inc.
INCREASED31,70631,560+146+0%$1.7M$1.9M+$273.8K2026-10-08
Maltin Wealth Management, Inc.
INCREASED31,60231,472+130+0%$1.7M$1.9M+$272.0K2026-10-13
United Asset Strategies, Inc.
DECREASED31,55331,894-341-1%$1.7M$1.9M+$246.6K2026-10-28
AMG National Trust Bank
INCREASED31,49531,336+159+1%$1.7M$1.9M+$272.7K2026-11-05
Advocate Investing Services LLC
DECREASED31,46432,945-1,481-4%$1.7M$1.9M+$185.3K2026-10-26
RCW Management, LLC
DECREASED31,44631,531-850%$1.7M$1.9M+$259.4K2026-10-30
Balefire, LLC
DECREASED31,36339,989-8,626-22%$2.1M$1.9M-$195.0K2026-10-09
Retirement Planning Group, LLC
DECREASED31,27132,841-1,570-5%$1.7M$1.9M+$179.0K2026-10-19
L. Roy Papp & Associates, LLP
DECREASED31,22131,373-1520%$1.7M$1.9M+$253.9K2026-10-21
Ironwood Financial, llc
INCREASED31,07728,775+2,302+8%$1.6M$1.9M+$278.6K2026-10-20
Capital Investment Counsel, LLC
DECREASED30,90732,409-1,502-5%$1.7M$1.9M+$179.5K2026-10-14
TTP Investments, Inc.
NEW30,867—+30,867——$1.9M—2026-10-30
Triad Wealth Partners, LLC
NEW30,741—+30,741——$1.9M—2026-10-26
Balentine LLC
DECREASED30,63031,543-913-3%$1.7M$1.9M+$208.4K2026-11-03
Lane Brothers & Co Inc
DECREASED30,50037,866-7,366-19%$2.0M$1.9M-$135.3K2026-11-02
Calamos Wealth Management LLC
INCREASED30,38130,359+22+0%$1.6M$1.9M+$256.1K2026-11-02
Atlantic Private Wealth, LLC
INCREASED30,34230,332+10+0%$1.6M$1.9M+$255.1K2026-11-09
Merkkuri Wealth Advisors LLC
INCREASED30,25129,852+399+1%$1.6M$1.9M+$275.0K2026-11-03
Procyon Advisors, LLC
DECREASED30,06541,909-11,844-28%$2.2M$1.8M-$376.8K2026-10-21
BigSur Wealth Management LLC
DECREASED30,06048,280-18,220-38%$2.6M$1.8M-$715.5K2026-10-13
Americana Partners, LLC
DECREASED29,94430,948-1,004-3%$1.6M$1.8M+$197.9K2026-10-28
Activest Wealth Management
INCREASED29,90022,577+7,323+32%$1.2M$1.8M+$639.8K2026-10-15
Ballast Rock Private Wealth LLC
INCREASED29,8479,549+20,298+213%$507.2K$1.8M+$1.3M2026-10-26
Bison Wealth, LLC
INCREASED29,65828,123+1,535+5%$1.5M$2.0M+$463.5K2026-10-13
Comprehensive Wealth Management, LLC
DECREASED29,48132,273-2,792-9%$1.7M$1.8M+$99.0K2026-11-02
Verdence Capital Advisors LLC
INCREASED29,21629,087+129+0%$1.5M$1.8M+$252.0K2026-10-26
SAX Wealth Advisors, LLC
INCREASED29,07927,596+1,483+5%$1.7M$1.8M+$97.8K2026-10-13
CRA Financial Services, LLC
INCREASED28,89827,697+1,201+4%$1.5M$1.8M+$306.3K2026-10-16
TD Private Client Wealth LLC
DECREASED28,88834,473-5,585-16%$1.8M$1.8M-$54.3K2026-10-28
International Assets Investment Management, LLC
DECREASED28,86735,800-6,933-19%$1.9M$1.8M-$80.9K2026-11-02
McAdam, LLC
INCREASED28,80826,234+2,574+10%$1.4M$1.8M+$378.4K2026-10-21
Forza Wealth Management, LLC
UNCHANGED28,70028,70000%$1.5M$1.8M+$240.8K2026-10-20
Rossby Financial, LCC
DECREASED28,68330,864-2,181-7%$1.6M$1.8M+$121.0K2026-11-05
J. Safra Sarasin Holding AG
DECREASED28,52033,305-4,785-14%$1.9M$1.7M-$171.8K2026-10-26
WIN Advisors, Inc
NEW28,466—+28,466——$1.8M—2026-11-06
Bokf, NA
DECREASED28,45531,217-2,762-9%$1.7M$1.7M+$92.0K2026-10-27
UMB Bank, n.a.
UNCHANGED28,35028,35000%$1.5M$1.7M+$237.9K2026-11-06
Almanack Investment Partners, Llc.
INCREASED28,21521,151+7,064+33%$1.1M$1.7M+$611.9K2026-11-03
Gainplan LLC
INCREASED28,18727,098+1,089+4%$1.4M$1.7M+$294.3K2026-10-09
Thoroughbred Financial Services, LLC
INCREASED28,18528,133+52+0%$1.5M$1.7K-$1.5M2026-11-09
Walser Wealth Management Company, A Ltd Liability Co
DECREASED28,07553,741-25,666-48%$2.9M$1.7M-$1.1M2026-10-15
Cardiff Park Advisors, LLC
INCREASED27,96127,792+169+1%$1.5M$1.7M+$243.5K2026-11-09
Aries Wealth Management
DECREASED27,79828,148-350-1%$1.5M$1.7M+$214.6K2026-10-23
D.B. Root & Company, LLC
INCREASED27,78916,946+10,843+64%$900.0K$1.7M+$809.0K2026-11-04
Matauro, LLC
DECREASED27,75742,569-14,812-35%$2.3M$1.7M-$553.8K2026-11-03
Spectrum Strategic Capital Management, LLC
DECREASED27,72129,324-1,603-5%$1.6M$1.7M+$147.4K2026-10-22
Ellis Investment Partners, LLC
DECREASED27,52728,574-1,047-4%$1.5M$1.7M+$175.4K2026-10-21
Silphium Asset Management Ltd
DECREASED27,52033,920-6,400-19%$1.8M$1.7M-$109.0K2026-10-27
HBW Advisory Services LLC
DECREASED27,24427,562-318-1%$1.5M$1.7M+$211.7K2026-10-15
Harbor Investment Advisory, LLC
DECREASED27,09327,968-875-3%$1.5M$1.7M+$180.8K2026-10-13
Matthew Goff Investment Advisor, LLC
INCREASED26,90726,875+32+0%$1.4M$1.7M+$227.5K2026-10-13
Certuity, LLC
INCREASED26,72621,240+5,486+26%$1.1M$1.6M+$515.6K2026-11-02
Platform Technology Partners
INCREASED26,58526,583+2+0%$1.4M$1.6M+$223.2K2026-11-02
Lynx Investment Advisory
DECREASED26,38329,691-3,308-11%$1.6M$1.6M+$45.7K2026-10-27
Bessemer Group Inc
INCREASED26,35723,814+2,543+11%$1.3M$1.6K-$1.3M2026-11-09
Heritage Wealth Advisors
UNCHANGED26,33526,33500%$1.4M$1.6M+$221.0K2026-11-09
Collaborative Wealth Managment Inc.
DECREASED26,25127,275-1,024-4%$1.4M$1.6M+$165.9K2026-11-06
Compass Financial Management LLC
INCREASED26,23218,996+7,236+38%$1.1M$1.6M+$557.5K2026-10-30
Palisade Asset Management, LLC
DECREASED26,05026,120-700%$1.4M$1.6M+$214.8K2026-11-03
Spinnaker Investment Group, LLC
INCREASED25,98724,192+1,795+7%$1.3M$1.6M+$313.4K2026-10-13
Willis Johnson Wealth, Inc.
DECREASED25,90427,168-1,264-5%$1.4M$1.6M+$150.2K2026-11-03
Contravisory Investment Management, Inc.
DECREASED25,72531,742-6,017-19%$1.7M$1.6M-$103.7K2026-10-13
First National Trust Co
DECREASED25,45526,299-844-3%$1.4M$1.6M+$168.7K2026-10-28
Atlas Legacy Advisors, LLC
UNCHANGED25,39225,39200%$1.3M$1.6M+$213.0K2026-11-10
Bria Capital Group, LLC
DECREASED25,33026,940-1,610-6%$1.4M$1.6M+$127.0K2026-10-22
Disciplina Capital Management LLC
UNCHANGED25,30525,30500%$1.3M$1.6M+$212.3K2026-11-06
Bailard, Inc.
INCREASED25,20924,515+694+3%$1.3M$1.6M+$248.4K2026-10-13
Financial Discovery Group Inc
DECREASED25,07359,273-34,200-58%$3.1M$1.5M-$1.6M2026-11-03
Signature Wealth Management Partners, LLC
DECREASED25,05825,270-212-1%$1.3M$1.5M+$199.0K2026-10-21
Centennial Bank
INCREASED25,03120,853+4,178+20%$1.1M$1.5M+$431.9K2026-11-09
Jefferies Financial Group Inc.
DECREASED24,989225,375-200,386-89%$12.0M$1.5M-$10.4M2026-11-05
Nuveen, LLC
INCREASED24,89412,540+12,354+99%$666.0K$2.2M+$1.5M2026-11-10
AFG Fiduciary Services Limited Partnership
DECREASED24,84927,251-2,402-9%$1.5M$1.7M+$219.6K2026-10-21
Fermata Advisors, LLC
INCREASED24,72923,933+796+3%$1.3M$1.5M+$249.7K2026-10-13
Legacy Private Trust Co.
INCREASED24,69023,220+1,470+6%$1.2M$1.5M+$285.2K2026-10-06
Florida Trust Wealth Management Co
INCREASED24,67022,225+2,445+11%$1.2M$1.5M+$336.8K2026-11-05
Grandview Asset Management LLC
DECREASED24,55127,263-2,712-10%$1.4M$1.5M+$61.9K2026-10-19
Retirement Income Solutions, Inc
UNCHANGED24,53624,53600%$1.3M$1.5M+$205.9K2026-11-10
Realta Investment Advisors
INCREASED24,4707,864+16,606+211%$417.6K$1.5M+$1.1M2026-10-14
One Plus One Wealth Management, LLC
DECREASED24,37724,477-1000%$1.3M$1.5M+$199.2K2026-10-16
Opinicus Capital, Inc.
DECREASED24,32025,249-929-4%$1.3M$1.5M+$154.7K2026-10-28
Financial & Tax Architects, LLC
INCREASED24,02923,021+1,008+4%$1.2M$1.5M+$255.1K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED24,02023,026+994+4%$1.2M$1.5M+$254.3K2026-10-21
Claro Advisors Inc.
INCREASED23,91821,688+2,230+10%$1.2M$1.5M+$319.1K2026-11-02
Private Trust Co NA
INCREASED23,76416,988+6,776+40%$902.3K$1.5M+$559.2K2026-10-20
Chicago Partners Investment Group LLC
INCREASED23,65318,686+4,967+27%$1.1M$1.6M+$530.3K2026-10-27
Peoples Bank
UNCHANGED23,61423,61400%$1.3M$1.5M+$198.1K2026-10-09
Fairvoy Private Wealth, LLC
DECREASED23,59926,054-2,455-9%$1.4M$1.5M+$67.6K2026-10-19
Sprott Inc.
DECREASED23,37724,814-1,437-6%$1.3M$1.4M+$119.8K2026-11-09
Partners Wealth Management, LLC
INCREASED23,27718,698+4,579+24%$993.1K$1.4M+$438.5K2026-10-28
Arete Wealth Advisors, LLC
INCREASED23,20619,590+3,616+18%$1.0M$1.4M+$387.9K2026-11-09
Powell Investment Advisors, LLC
INCREASED23,14223,050+92+0%$1.2M$1.4M+$199.1K2026-10-22
Sowa Financial Group, Inc.
INCREASED23,04922,958+91+0%$1.2M$1.4K-$1.2M2026-10-26
Parcion Private Wealth LLC
DECREASED22,85622,860-40%$1.2M$1.4M+$191.5K2026-10-28
PW Nova Financial Services LLC
INCREASED22,6644,617+18,047+391%$245.2K$1.4M+$1.1M2026-10-15
Angeles Wealth Management, LLC
INCREASED22,58122,558+23+0%$1.2M$1.4M+$190.7K2026-10-26
Capital Advisors Wealth Management, LLC
DECREASED22,46322,710-247-1%$1.2M$1.4M+$175.4K2026-10-09
Cushing Capital Partners, LLC
DECREASED22,28024,223-1,943-8%$1.3M$1.4M+$83.7K2026-10-20
Salem Investment Counselors Inc
DECREASED22,25622,340-840%$1.2M$1.4M+$182.3K2026-10-13
Brighton Jones LLC
DECREASED22,22324,115-1,892-8%$1.3M$1.4M+$85.9K2026-11-03
Chesapeake Wealth Management
DECREASED22,14623,653-1,507-6%$1.3M$1.4M+$105.8K2026-11-09
Edge Wealth Management LLC
DECREASED22,05622,254-198-1%$1.2M$1.4M+$182.2K2026-10-13
Wall Capital Group, Inc.
INCREASED21,91221,469+443+2%$1.1M$1.3M+$207.4K2026-10-14
CPC Advisors, LLC
DECREASED21,86424,628-2,764-11%$1.3M$1.3M+$36.7K2026-10-21
Compound Planning, Inc.
INCREASED21,81521,626+189+1%$1.1M$1.3M+$193.1K2026-11-09
Wealthstar Advisors, LLC
INCREASED21,77821,427+351+2%$1.1M$1.3M+$201.3K2026-10-19
Diversified Trust Co
INCREASED21,73721,724+13+0%$1.2M$1.3M+$183.1K2026-11-06
Mission Wealth Management, LP
DECREASED21,71524,323-2,608-11%$1.3M$1.3M+$43.7K2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED21,69221,69200%$1.2M$1.3M+$182.0K2026-10-26
River Wealth Advisors LLC
UNCHANGED21,63321,63300%$1.1M$1.3M+$181.5K2026-11-09
Wedmont Private Capital
INCREASED21,58618,330+3,256+18%$1.0M$1.4M+$398.6K2026-10-09
Gruss & Co., LLC
NEW21,500—+21,500——$1.3M—2026-11-02
German American Bancorp, Inc.
NEW21,462—+21,462——$1.3M—2026-11-10
Cornerstone Enterprises, LLC
NEW21,332—+21,332——$1.3M—2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED21,32021,429-109-1%$1.1M$1.3M+$173.1K2026-10-08
Journey Advisory Group, LLC
INCREASED21,31921,105+214+1%$1.1M$1.3M+$190.2K2026-11-04
Sharper & Granite LLC
DECREASED21,19023,880-2,690-11%$1.3M$1.3M+$29.8K2026-11-02
Morangie Management LLC
UNCHANGED20,87620,87600%$1.1M$1.3M+$175.2K2026-10-15
Davis Investment Partners, LLC
INCREASED20,81720,429+388+2%$1.1M$1.3M+$195.3K2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED20,72421,046-322-2%$1.1M$1.2M+$82.5K2026-10-14
Fiera Capital Corp
UNCHANGED20,69820,69800%$1.1M$1.3M+$173.7K2026-11-06
Innovative Advisory Group, LLC
DECREASED20,65921,328-669-3%$1.1M$1.3M+$137.8K2026-10-13
Strategic Advisors LLC
INCREASED20,60220,588+14+0%$1.1M$1.3M+$173.6K2026-10-13
Moulton Wealth Management, Inc
DECREASED20,58220,683-1010%$1.1M$1.3M+$193.6K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED20,57720,575+2+0%$1.2M$1.4M+$180.6K2026-10-21
Beacon Capital Management, Inc.
INCREASED20,52115,635+4,886+31%$830.4K$1.3M+$431.7K2026-10-13
NBT Bank, N.A.
DECREASED20,44520,597-152-1%$1.1M$1.3M+$163.4K2026-10-21
Sunbeam Capital Management, LLC
INCREASED20,40820,286+122+1%$1.1M$1.3M+$177.7K2026-11-05
Private Client Services, LLC
INCREASED20,40217,298+3,104+18%$918.7K$1.3M+$336.0K2026-10-02
Old Second National Bank of Aurora
DECREASED20,38024,385-4,005-16%$1.3M$1.3M-$41.7K2026-10-22
Wall Street Financial Group, Inc.
INCREASED20,30017,045+3,255+19%$905.3K$1.2M+$343.2K2026-11-09
10Elms LLP
DECREASED20,02322,089-2,066-9%$1.2M$1.2M+$58.2K2026-11-06
Bricktown Capital, LLC
UNCHANGED20,00020,00000%$1.1M$1.2M+$167.8K2026-10-13
Curat Global, LLC
DECREASED19,99024,604-4,614-19%$1.4M$1.2M-$198.9K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED19,98119,98100%$1.1M$1.2M+$167.6K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED19,87117,181+2,690+16%$912.5K$1.2M+$309.6K2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED19,84820,147-299-1%$1.1M$1.2M+$150.6K2026-10-13
Floyd Financial Group LLC
DECREASED19,82620,516-690-3%$1.2M$1.3M+$163.9K2026-10-28
Silver OAK Securities, Incorporated
INCREASED19,70912,139+7,570+62%$644.7K$1.2M+$569.8K2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED19,70018,176+1,524+8%$965.4K$1.2M+$246.2K2026-11-02
White Pine Capital LLC
UNCHANGED19,65219,65200%$1.0M$1.2M+$164.9K2026-11-09
Atlatl Advisers LLC
DECREASED19,60127,173-7,572-28%$1.4M$1.2M-$237.7K2026-10-22
Asset Management One Co., Ltd.
INCREASED19,51517,693+1,822+10%$939.7K$1.2M+$260.5K2026-10-27
Anderson Hoagland & Co
DECREASED19,48119,581-100-1%$1.0M$1.3M+$276.4K2026-10-23
Kelleher Financial Advisors
DECREASED19,45426,908-7,454-28%$1.4M$1.2M-$232.7K2026-10-30
Principle Wealth Partners LLC
INCREASED19,39118,868+523+3%$1.0M$1.2M+$190.5K2026-11-02
Burford Brothers, Inc.
INCREASED19,36815,643+3,725+24%$830.8K$1.2M+$360.3K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED19,34218,254+1,088+6%$969.5K$1.2M+$220.1K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED19,28815,083+4,205+28%$801.1K$1.2M+$385.1K2026-10-22
Quadrant Private Wealth Management, LLC
UNCHANGED19,13319,13300%$1.0M$1.2M+$160.5K2026-11-04
Community Trust & Investment Co
UNCHANGED19,04219,04200%$1.0M$1.2M+$159.8K2026-10-15
Goelzer Investment Management, Inc.
DECREASED19,02419,614-590-3%$1.0M$1.2M+$128.3K2026-10-16
Lpwm LLC
DECREASED18,89920,590-1,691-8%$1.1M$1.2M+$68.7K2026-10-20
Sherry Group, Inc.
INCREASED18,89118,726+165+1%$1.0M$1.2M+$158.4K2026-10-09
Woodmont Investment Counsel LLC
UNCHANGED18,86118,86100%$1.0M$1.2M+$158.2K2026-10-29
Cornerstone Planning Group LLC
INCREASED18,82818,393+435+2%$1.1M$1.2M+$136.4K2026-10-16
Meramec Financial Planners, LLC
INCREASED18,77718,664+113+1%$1.1M$1.2M+$67.8K2026-11-09
HBK Sorce Advisory LLC
INCREASED18,71617,917+799+4%$1.0M$1.2M+$126.6K2026-11-06
Personal CFO Solutions, LLC
DECREASED18,63939,007-20,368-52%$2.1M$1.1M-$925.4K2026-11-06
Savior LLC
INCREASED18,62317,688+935+5%$939.4K$1.1M+$205.9K2026-10-13
Intrua Financial, LLC
DECREASED18,62020,513-1,893-9%$1.1M$1.1M+$55.7K2026-10-28
Ipsen Advisor Group LLC
DECREASED18,54522,119-3,574-16%$1.2M$1.1M-$34.2K2026-10-29
Diversified Enterprises, LLC
INCREASED18,35317,622+731+4%$935.9K$1.1M+$192.8K2026-10-19
TrueWealth Advisors, LLC
INCREASED18,32417,590+734+4%$934.2K$1.1M+$192.8K2026-10-09
Falcon Wealth Planning
DECREASED18,24519,666-1,421-7%$1.0M$1.1M+$77.6K2026-11-06
Sava Infond d.o.o.
UNCHANGED18,20018,20000%$966.6K$1.1M+$152.7K2026-10-28
Lanark Financial, Inc.
INCREASED18,14817,874+274+2%$949.3K$1.1M+$166.8K2026-10-26
Luminist Capital LLC
DECREASED18,03921,493-3,454-16%$1.1M$1.1M-$32.1K2026-11-10
Vanguard Capital Wealth Advisors
DECREASED18,03626,406-8,370-32%$1.4M$1.1M-$293.2K2026-10-16
HCR Wealth Advisors
DECREASED18,00518,365-360-2%$975.4K$1.1M+$132.0K2026-10-15
Modera Wealth Management, LLC
INCREASED17,92512,698+5,227+41%$674.4K$1.1M+$428.0K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED17,89914,669+3,230+22%$779.1K$1.1M+$321.7K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED17,82917,525+304+2%$930.7K$1.1M+$165.8K2026-11-04
Dana Investment Advisors, Inc.
DECREASED17,76117,859-98-1%$948.5K$1.1M+$143.8K2026-11-06
Peterson Wealth Management
INCREASED17,755500+17,255+3451%$26.6K$1.1M+$1.1M2026-11-06
BridgePort Financial Solutions, LLC
INCREASED17,7235,390+12,333+229%$286.3K$1.1M+$803.7K2026-11-02
Autumn Glory Partners, LLC
UNCHANGED17,62417,62400%$936.0K$1.1M+$147.9K2026-10-26
Caldwell Sutter Capital, Inc.
DECREASED17,48217,679-197-1%$938.9K$1.1M+$136.2K2026-11-09
Williams Jones Wealth Management, Llc.
INCREASED17,36016,150+1,210+7%$857.7K$1.1M+$209.9K2026-11-05
SMI Advisory Services, LLC
INCREASED17,34114,379+2,962+21%$764.0K$1.1M+$364.6K2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED17,33319,280-1,947-10%$1.0M$1.1M+$42.0K2026-11-03
Lebenthal Global Advisors, LLC
DECREASED17,30617,521-215-1%$930.6K$1.1M+$133.8K2026-10-28
FSA Wealth Partners, Inc.
NEW17,223—+17,223——$1.1M—2026-10-26
Lazari Capital Management, Inc.
DECREASED17,20519,404-2,199-11%$1.0M$1.1M+$27.6K2026-10-20
Jm2 Capital Inc.
INCREASED17,19017,132+58+0%$909.9K$1.1M+$147.3K2026-10-14
Trust Co
DECREASED17,03117,086-550%$907.4K$1.0M+$140.0K2026-10-09
Bluedoor Private Wealth, LLC
DECREASED16,98717,355-368-2%$921.7K$1.0M+$123.0K2026-11-05
Quadcap Wealth Management, LLC
INCREASED16,92816,923+5+0%$898.7K$1.0M+$142.3K2026-11-02
Tritonpoint Wealth, LLC
UNCHANGED16,83716,83700%$894.2K$1.0M+$141.3K2026-10-19
Vertex Investment Solutions Co., Ltd.
DECREASED16,80017,400-600-3%$930.0K$1.0M+$103.7K2026-10-19
Horizon Financial Services, LLC
INCREASED16,79314,987+1,806+12%$796.0K$1.0M+$236.8K2026-11-04
Tred Avon Family Wealth, LLC
INCREASED16,72916,716+13+0%$887.8K$1.0M+$141.0K2026-10-20
Investors Asset Management of Georgia Inc
INCREASED16,70816,573+135+1%$880.2K$1.0M+$147.3K2026-10-20
Global Assets Advisory, LLC
INCREASED16,70615,250+1,456+10%$807.0K$1.1M+$256.8K2026-10-28
Union Bancaire Privee, UBP SA
UNCHANGED16,70016,70000%$894.8K$1.0M+$132.9K2026-11-04
Wealth Effects LLC
DECREASED16,69316,935-242-1%$899.4K$1.0M+$127.2K2026-10-23
C2c Wealth Management, LLC
UNCHANGED16,67816,67800%$885.8K$1.0M+$139.9K2026-10-20
Worth Financial Advisory Group, LLC
INCREASED16,59216,189+403+2%$859.8K$1.0M+$160.6K2026-10-19
Verus Capital Partners, LLC
DECREASED16,50917,165-656-4%$911.6K$1.0M+$103.7K2026-11-03
Marco Investment Management LLC
INCREASED16,43416,384+50+0%$870.2K$1.0M+$140.5K2026-11-09
ARS Investment Partners, LLC
DECREASED16,37016,714-344-2%$887.7K$1.0M+$119.1K2026-11-05
Redwood Financial Network Corp
INCREASED16,27815,076+1,202+8%$800.7K$1.0M+$200.4K2026-11-03
Narus Financial Partners, LLC
INCREASED16,27116,148+123+1%$857.6K$1.0M+$143.0K2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED16,22915,759+470+3%$837.0K$998.1K+$161.1K2026-10-21
SFI Advisors, LLC
NEW16,204—+16,204——$996.6K—2026-10-30
Russell Investments Group, Ltd.
INCREASED16,1346,853+9,281+135%$364.0K$992.2K+$628.3K2026-11-06
Client 1ST Advisory Group, LLC
DECREASED16,02716,342-315-2%$867.9K$985.7K+$117.7K2026-10-19
Highline Wealth Partners LLC
INCREASED15,9975,377+10,620+198%$285.6K$983.8K+$698.2K2026-10-19
Glenview Trust Co
INCREASED15,97213,556+2,416+18%$720.0K$982.3K+$262.3K2026-10-28
Colonial River Investments, LLC
DECREASED15,89817,345-1,447-8%$921.2K$977.8K+$56.6K2026-10-19
BLB&B Advisors, LLC
DECREASED15,76319,817-4,054-20%$1.1M$969.4K-$83.1K2026-10-27
St. Johns Investment Management Company, LLC
INCREASED15,75515,599+156+1%$828.5K$968.9K+$140.5K2026-10-30
AdvisorNet Financial, Inc
DECREASED15,65017,530-1,880-11%$931.0K$1.1M+$127.3K2026-10-15
Nixon Peabody Trust Co
DECREASED15,65015,652-20%$831.3K$962.5K+$131.2K2026-10-23
August Group Capital Ltd
INCREASED15,58915,496+93+1%$823.0K$958.7K+$135.8K2026-10-14
Overbrook Management Corp
INCREASED15,52914,245+1,284+9%$756.6K$955.0K+$198.5K2026-10-08
Kanawha Capital Management LLC
DECREASED15,44315,627-184-1%$830.0K$949.7K+$119.8K2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED15,40215,304+98+1%$812.8K$947.3K+$134.5K2026-11-03
Sageworth Trust Co
UNCHANGED15,38415,38400%$817.0K$946.1K+$129.1K2026-10-30
TCP Asset Management, LLC
INCREASED15,36514,951+414+3%$794.1K$965.2K+$171.2K2026-10-14
WealthPlan Investment Management, LLC
DECREASED15,35935,605-20,246-57%$1.9M$944.6K-$946.4K2026-10-15
Argyle Capital Partners, LLC
DECREASED15,25116,104-853-5%$855.3K$937.9K+$82.6K2026-10-23
Chicago Trust Co NA
DECREASED15,23115,395-164-1%$817.6K$936.7K+$119.1K2026-10-28
Carlson Financial, Inc.
INCREASED15,11115,072+39+0%$800.7K$929.3K+$128.6K2026-11-05
Cadinha & Co LLC
INCREASED15,07015,014+56+0%$797.4K$926.8K+$129.4K2026-10-22
Terra Nova Asset Management LLC
INCREASED15,0364,267+10,769+252%$226.6K$924.7K+$698.0K2026-10-13
Constitution Capital LLC
DECREASED14,92515,125-200-1%$803.3K$917.9K+$114.6K2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED14,82013,618+1,202+9%$723.3K$911.4K+$188.2K2026-10-16
HUB Investment Partners, LLC
DECREASED14,81716,129-1,312-8%$856.6K$911.2K+$54.6K2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED14,76315,163-400-3%$805.3K$907.9K+$102.6K2026-10-30
Avantax Planning Partners, Inc.
INCREASED14,73014,486+244+2%$769.4K$905.9K+$136.5K2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED14,67314,732-590%$782.4K$902.4K+$120.0K2026-10-19
111 Capital
NEW14,664—+14,664——$901.8K—2026-11-03
MontVue Capital Management, Inc.
DECREASED14,64615,688-1,042-7%$833.2K$900.7K+$67.5K2026-10-19
Providence First Trust Co
DECREASED14,63920,514-5,875-29%$1.1M$900.3K-$189.2K2026-11-02
Agate Pass Investment Management, LLC
DECREASED14,56215,285-723-5%$811.8K$895.6K+$83.8K2026-10-20
Silverlake Wealth Management LLC
DECREASED14,56014,846-286-2%$788.4K$895.4K+$107.0K2026-10-21
Argent Trust Co
INCREASED14,54313,597+946+7%$722.1K$894.4K+$172.3K2026-11-09
LightSquare Wealth Management, LLC
DECREASED14,54214,766-224-2%$784.2K$894.3K+$110.1K2026-11-03
Lodestar Private Asset Management LLC
DECREASED14,49214,570-78-1%$773.8K$891.3K+$117.4K2026-10-26
Value Investment Professionals, LLC
DECREASED14,34614,771-425-3%$784.5K$882.3K+$97.8K2026-10-13
Granite FO LLC
UNCHANGED14,29514,29500%$759.2K$879.1K+$119.9K2026-10-14
Accredited Investor Services, LLC
UNCHANGED14,29114,29100%$759.0K$878.9K+$119.9K2026-10-22
Schneider Downs Wealth Management Advisors, LP
UNCHANGED14,27814,27800%$758.3K$878.1K+$119.8K2026-10-27
Integrity Advisory Solutions, LLC
NEW14,177—+14,177——$871.9K—2026-10-29
Richardson Financial Services Inc.
DECREASED14,12615,751-1,625-10%$836.5K$868.8K+$32.3K2026-10-30
Venture Visionary Partners LLC
DECREASED14,11014,307-197-1%$759.9K$867.8K+$108.0K2026-10-07
Sloy Dahl & Holst, LLC
UNCHANGED14,07314,07300%$747.4K$865.5K+$118.1K2026-10-14
Lodestone Wealth Management LLC
INCREASED14,07013,491+579+4%$716.5K$865.3K+$148.8K2026-10-14
Demars Financial Group, LLC
UNCHANGED14,01914,01900%$744.5K$862.2K+$117.6K2026-10-22
Soltis Investment Advisors LLC
INCREASED14,00313,791+212+2%$732.4K$861.2K+$128.8K2026-10-28
First Citizens Bank & Trust Co
INCREASED13,94112,685+1,256+10%$673.7K$857.4K+$183.7K2026-10-14
Parkside Financial Bank & Trust
DECREASED13,91517,802-3,887-22%$945.5K$855.8K-$89.7K2026-10-27
Bfsg, LLC
DECREASED13,90714,432-525-4%$766.5K$855.3K+$88.8K2026-10-30
Factor Wealth Management LTD
DECREASED13,85814,002-144-1%$743.6K$852.3K+$108.6K2026-10-08
Discipline Wealth Solutions, LLC
DECREASED13,84814,388-540-4%$764.1K$851.6K+$87.5K2026-10-14
Nvwm, LLC
INCREASED13,81813,725+93+1%$728.9K$849.8K+$120.9K2026-10-14
Peoples Financial Services Corp.
DECREASED13,79914,219-420-3%$755.2K$848.6K+$93.5K2026-10-20
Strategic Blueprint, LLC
INCREASED13,73710,959+2,778+25%$582.0K$844.9K+$262.8K2026-10-22
Donaldson Capital Management, LLC
INCREASED13,71513,703+12+0%$727.8K$843.5K+$115.7K2026-11-09
MV Capital Management, Inc.
INCREASED13,67813,635+43+0%$724.1K$841.2K+$117.1K2026-10-29
Symphony Financial, Ltd. Co.
DECREASED13,57115,179-1,608-11%$812.2K$839.9K+$27.7K2026-10-22
Diligent Investors, LLC
DECREASED13,55414,254-700-5%$757.0K$833.6K+$76.5K2026-10-21
First Citizens Financial Corp
INCREASED13,53313,097+436+3%$695.6K$832.3K+$136.7K2026-10-02
Capital Wealth Alliance, LLC
DECREASED13,47224,086-10,614-44%$1.3M$828.6K-$451.7K2026-10-20
Deutsche Bank Ag\
DECREASED13,06014,564-1,504-10%$773.5K$803.2K+$29.7K2026-11-06
Windsor Capital Management, LLC
DECREASED13,04713,675-628-5%$726.3K$802.4K+$76.1K2026-10-13
Adirondack Trust Co
DECREASED12,95213,140-188-1%$697.8K$796.5K+$98.7K2026-10-14
Selective Wealth Management, Inc.
DECREASED12,94613,006-600%$750.2K$861.7K+$111.5K2026-10-16
Tctc Holdings, LLC
INCREASED12,76412,364+400+3%$656.7K$785.0K+$128.3K2026-11-02
PCG Asset Management, LLC
DECREASED12,71421,006-8,292-39%$1.1M$781.9K-$333.7K2026-11-05
Ritholtz Wealth Management
INCREASED12,66411,233+1,431+13%$596.6K$778.9K+$182.3K2026-11-05
Naples Global Advisors, LLC
INCREASED12,55912,170+389+3%$646.3K$772.4K+$126.0K2026-11-05
IPG Investment Advisors LLC
INCREASED12,5059,005+3,500+39%$478.3K$769.1K+$290.8K2026-10-30
Courier Capital LLC
DECREASED12,46712,618-151-1%$670.1K$766.7K+$96.6K2026-10-19
Norden Group LLC
INCREASED12,45012,340+110+1%$655.4K$765.7K+$110.3K2026-10-20
Welch Group, LLC
DECREASED12,44912,951-502-4%$687.8K$765.6K+$77.8K2026-10-29
Bay Capital Advisors, LLC
DECREASED12,40212,566-164-1%$667.4K$762.7K+$95.3K2026-10-16
Helium Advisors LLC
DECREASED12,27513,341-1,066-8%$708.5K$754.9K+$46.4K2026-10-23
Pavion Blue Capital, LLC
DECREASED12,27212,346-74-1%$655.7K$754.7K+$99.0K2026-11-05
Meadowbrook Wealth Management, LLC
INCREASED12,2419,385+2,856+30%$495.6K$752.8K+$257.2K2026-10-08
Cowa, LLC
DECREASED12,22012,320-100-1%$654.3K$751.5K+$97.2K2026-10-30
Beacon Financial Advisory LLC
DECREASED12,18912,595-406-3%$668.9K$749.6K+$80.7K2026-10-16
Asset One Wealth Management LLC
DECREASED12,17114,758-2,587-18%$833.8K$748.5K-$85.3K2026-11-02
Obermeyer Wealth Partners
INCREASED12,13710,800+1,337+12%$573.6K$746.4K+$172.8K2026-10-21
Essential Investment Partners LLC
NEW12,078—+12,078——$742.8K—2026-10-27
Signaturefd, LLC
DECREASED11,99612,113-117-1%$643.3K$737.8K+$94.4K2026-10-23
Milestone Asset Management, LLC
DECREASED11,97912,106-127-1%$643.0K$736.7K+$93.8K2026-10-15
Pathway Financial Advisors LLC
UNCHANGED11,95011,95000%$636.0K$734.9K+$98.9K2026-10-07
RMR Wealth Builders
INCREASED11,90211,599+303+3%$616.0K$732.0K+$115.9K2026-10-22
Financial Management Network Inc
INCREASED11,88211,846+36+0%$683.3K$746.4K+$63.1K2026-10-09
Victory Financial Group, LLC
INCREASED11,77811,541+237+2%$612.9K$724.4K+$111.4K2026-10-27
Interchange Capital Partners, LLC
DECREASED11,74811,764-160%$624.8K$722.5K+$97.7K2026-10-28
Berkshire Asset Management LLC
UNCHANGED11,74811,74800%$623.9K$722.5K+$98.6K2026-11-10
Alchemi Wealth, LLC
DECREASED11,73712,114-377-3%$643.4K$721.9K+$78.5K2026-11-04
Narwhal Capital Management
DECREASED11,72411,744-200%$623.7K$721.0K+$97.3K2026-11-04
Elevate Capital Advisors, LLC
DECREASED11,62812,235-607-5%$649.8K$715.1K+$65.3K2026-11-02
M Holdings Securities, Inc.
DECREASED11,62311,820-197-2%$635$779+$1442026-11-03
Burke & Herbert Bank & Trust Co
DECREASED11,55011,650-100-1%$618.7K$710.3K+$91.6K2026-11-02
Golden State Wealth Management, LLC
DECREASED11,53712,718-1,181-9%$675.5K$709.6K+$34.1K2026-11-02
Roberts Wealth Advisors, LLC
DECREASED11,53012,106-576-5%$642.9K$709.1K+$66.1K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED11,527200+11,327+5664%$10.6K$708.9K+$698.3K2026-10-30
Leavell Investment Management, Inc.
INCREASED11,52010,106+1,414+14%$536.7K$708.5K+$171.8K2026-11-09
Apella Capital, LLC
INCREASED11,48511,241+244+2%$614.2K$727.7K+$113.5K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED11,48011,453+27+0%$608.3K$706.0K+$97.7K2026-10-23
Elser Financial Planning, Inc
UNCHANGED11,46611,46600%$609.0K$705.2K+$96.2K2026-10-16
OceanIQ Capital, LLC
UNCHANGED11,40011,40000%$694.6K$766.1K+$71.5K2026-10-19
Vaquero Private Wealth, LTD
DECREASED11,34614,206-2,860-20%$754.5K$697.8K-$56.7K2026-10-27
Wesbanco Bank Inc
DECREASED11,26011,262-20%$598.1K$692.5K+$94.4K2026-11-04
Lighthouse Wealth Management Inc.
DECREASED11,23512,462-1,227-10%$661.9K$691.0K+$29.1K2026-10-13
Silver Grove Financial Group, Inc.
DECREASED11,22511,425-200-2%$606.8K$690.4K+$83.6K2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED11,18711,18700%$594.1K$594.1K$02026-10-13
MBL Wealth, LLC
INCREASED11,15010,900+250+2%$578.9K$685.7K+$106.8K2026-10-22
Clear Harbor Asset Management, LLC
UNCHANGED11,14611,14600%$592.0K$685.5K+$93.5K2026-11-05
SeaBridge Investment Advisors LLC
INCREASED11,11711,113+4+0%$590.2K$683.7K+$93.5K2026-11-02
Brindle & Bay Financial Advisors, LLC
DECREASED11,07511,336-261-2%$602.0K$681.1K+$79.1K2026-10-15
Lewis Asset Management, LLC
INCREASED11,05910,956+103+1%$581.9K$680.1K+$98.3K2026-10-14
Ballew Advisors, Inc
DECREASED11,05512,148-1,093-9%$646.5K$694.5K+$48.0K2026-10-05
Successful Portfolios LLC
UNCHANGED11,00511,00500%$604.0K$694.9K+$90.9K2026-10-09
Wealthcare Capital Partners, LLC
INCREASED11,00310,963+40+0%$582.3K$676.7K+$94.4K2026-10-21
Regency Capital Management Inc.\DE
DECREASED10,98711,367-380-3%$603.7K$675.7K+$72.0K2026-11-09
Klingman & Associates, LLC
UNCHANGED10,96810,96800%$582.5K$674.5K+$92.0K2026-10-20
Artesa Financial Group, LLC
INCREASED10,9029,965+937+9%$529.2K$670.5K+$141.2K2026-10-29
Allegheny Financial Group
INCREASED10,8489,868+980+10%$524.1K$667.2K+$143.1K2026-11-05
Insight Advisors, LLC/ PA
DECREASED10,75911,422-663-6%$606.7K$661.7K+$55.0K2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED10,75010,714+36+0%$569.0K$661.1K+$92.1K2026-10-22
Stackstone Wealth, LLC
NEW10,733—+10,733——$660.1K—2026-10-19
Weaver Consulting Group
UNCHANGED10,70510,70500%$568.5K$658.4K+$89.8K2026-10-07
Globalt Investments LLC / GA
DECREASED10,68811,040-352-3%$586.3K$657.3K+$71.0K2026-10-27
WP Advisors, LLC
DECREASED10,65810,925-267-2%$580.2K$655.5K+$75.3K2026-10-22
Next Level Private LLC
INCREASED10,63210,567+65+1%$561.2K$653.9K+$92.7K2026-10-20
Wulff, Hansen & Co.
UNCHANGED10,54010,54000%$559.8K$648.2K+$88.4K2026-11-09
Central Bank & Trust Co
INCREASED10,5079,683+824+9%$514.3K$646.2K+$131.9K2026-10-09
Auour Investments LLC
INCREASED10,4229,954+468+5%$528.7K$641.0K+$112.3K2026-10-28
Cornerstone National Bank & Trust Co
INCREASED10,4149,954+460+5%$525.7K$653.0K+$127.3K2026-10-20
Beese Fulmer Investment Management, Inc.
DECREASED10,39110,440-490%$554.4K$639.0K+$84.6K2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED10,38810,986-598-5%$583.5K$638.8K+$55.4K2026-10-27
Mather Group, Llc.
INCREASED10,38710,230+157+2%$543.3K$638.8K+$95.5K2026-10-14
Creekside Partners
UNCHANGED10,26210,26200%$545.0K$631.1K+$86.1K2026-11-04
Daiwa Securities Group Inc.
INCREASED10,21310,200+13+0%$541.7K$628.1K+$86.4K2026-10-29
Sanders Morris Harris LLC
NEW10,200—+10,200——$632.8K—2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED10,1768,995+1,181+13%$477.7K$625.8K+$148.1K2026-10-27
Mascagni Wealth Management, Inc.
INCREASED10,1709,810+360+4%$521.0K$625.5K+$104.5K2026-10-23
KG Capital Management
DECREASED10,13910,346-207-2%$549.5K$623.5K+$74.0K2026-10-15
Secure Asset Management, LLC
INCREASED10,1219,042+1,079+12%$480.2K$622.5K+$142.3K2026-10-19
First Command Advisory Services, Inc.
DECREASED10,05911,648-1,589-14%$618.6K$618.6K+$42026-11-05
Payne Capital Management, LLC
UNCHANGED10,00010,00000%$531.1K$646.2K+$115.1K2026-11-09
Bauman Advisory Group, LLC
UNCHANGED9,9939,99300%$530.8K$614.6K+$83.8K2026-10-29
Madrid Wealth Management, LLC
UNCHANGED9,9079,90700%$526.2K$609.3K+$83.1K2026-10-23
Investment House LLC
INCREASED9,8869,238+648+7%$490.6K$608.0K+$117.4K2026-10-21
Cape ANN Savings Bank
UNCHANGED9,8129,81200%$521.1K$603.4K+$82.3K2026-11-09
Finivi Inc.
DECREASED9,8069,930-124-1%$527.4K$603.1K+$75.7K2026-10-13
Aurora Private Wealth, Inc.
INCREASED9,7949,337+457+5%$496.0K$602-$495.4K2026-10-20
Mechanics Bank Trust Department
DECREASED9,70315,783-6,080-39%$838.2K$596.7K-$241.5K2026-10-13
Flywheel Private Wealth LLC
DECREASED9,68211,322-1,640-14%$601.3K$595.4K-$5.9K2026-11-02
Firestone Capital Management
INCREASED9,6299,594+35+0%$509.5K$592.2K+$82.7K2026-11-03
Ascent Group, LLC
DECREASED9,58213,502-3,920-29%$717.1K$589.3K-$127.8K2026-10-30
Hutchinson Capital Management
INCREASED9,5469,541+5+0%$506.7K$587.1K+$80.4K2026-11-09
KW Wealth Management LLC
NEW9,528—+9,528——$586.0K—2026-10-28
Nova Financial LLC
NEW9,483—+9,483——$583.2K—2026-11-04
Roxbury Financial LLC
DECREASED9,4499,638-189-2%$511.9K$581.1K+$69.3K2026-10-01
Shulman DeMeo Asset Management LLC
INCREASED9,4229,420+2+0%$500.3K$597.8K+$97.5K2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED9,4038,750+653+7%$464.7K$578.3K+$113.6K2026-10-19
North Star Investment Management Corp.
DECREASED9,3989,405-70%$499.5K$578.0K+$78.4K2026-10-27
Patton Albertson Miller Group, LLC
INCREASED9,3364,358+4,978+114%$231.5K$574.2K+$342.7K2026-10-26
Hegarty Advisors, LLC
INCREASED9,3258,415+910+11%$446.9K$573.5K+$126.6K2026-10-20
Summit Financial Wealth Advisors, LLC
UNCHANGED9,3069,30600%$494.2K$572.3K+$78.1K2026-10-15
Shepherd Financial Partners LLC
INCREASED9,2329,196+36+0%$488.4K$567.8K+$79.4K2026-11-03
Flagstar Securities, Inc
INCREASED9,2189,180+38+0%$487.6K$566.9K+$79.3K2026-10-15
Poehling Capital Management, Inc.
DECREASED9,2029,211-90%$489.2K$565.9K+$76.7K2026-10-20
Pennsylvania Capital Management Inc
DECREASED9,1589,786-628-6%$519.8K$563.2K+$43.5K2026-11-05
Fulcrum Equity Management
DECREASED9,14918,331-9,182-50%$973.6K$562.7K-$410.9K2026-10-21
Shoker Investment Counsel, Inc.
INCREASED9,1459,139+6+0%$485.4K$562.4K+$77.1K2026-11-04
MMA Asset Management LLC
INCREASED9,1238,246+877+11%$437.9K$561.1K+$123.1K2026-11-02
Guardian Asset Advisors, LLC
INCREASED9,1088,969+139+2%$476.4K$560.2K+$83.8K2026-10-16
Fearless Solutions, LLC dba Best Invest
INCREASED9,1057,803+1,302+17%$414.4K$560.0K+$145.5K2026-10-14
Legacy Capital Group California, Inc.
INCREASED9,1058,953+152+2%$475.5K$560.0K+$84.5K2026-11-09
Pinnacle Bancorp, Inc.
DECREASED9,1039,113-100%$484.0K$559.8K+$75.8K2026-10-21
Mayfair Advisory Group, LLC
INCREASED9,1039,101+2+0%$542.6K$559.9K+$17.3K2026-10-20
CX Institutional
DECREASED9,08135,602-26,521-74%$1.9K$558-$1.3K2026-10-02
Annex Advisory Services, LLC
INCREASED9,0498,936+113+1%$474.6K$556.5K+$82.0K2026-10-16
Royal Fund Management, LLC
DECREASED9,009147,897-138,888-94%$7.9M$554.1K-$7.3M2026-10-22
MBE Wealth Management, LLC
DECREASED9,0099,370-361-4%$497.6K$554.0K+$56.4K2026-10-26
Plimoth Trust Co LLC
INCREASED8,9418,133+808+10%$431.9K$549.9K+$117.9K2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED8,9188,91800%$473.6K$548.5K+$74.8K2026-10-22
Sage Investment Advisers LLC
DECREASED8,8319,068-237-3%$481.6K$543.1K+$61.5K2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED8,8308,838-80%$469.4K$543.1K+$73.7K2026-10-14
Schmidt P J Investment Management Inc
UNCHANGED8,7988,79800%$467.3K$541.1K+$73.8K2026-11-02
Gradient Capital Advisors, LLC
INCREASED8,7848,553+231+3%$454.2K$540.2K+$86.0K2026-10-21
Coldstream Capital Management Inc
INCREASED8,6898,539+150+2%$453.5K$534.3K+$80.9K2026-11-09
Objective Capital Management, LLC
UNCHANGED8,6898,68900%$461.4K$534.4K+$73.0K2026-10-13
Cooper Financial Group
INCREASED8,6827,710+972+13%$409.5K$533.9K+$124.4K2026-10-07
Sprinkle Financial Consultants LLC
INCREASED8,6188,558+60+1%$454.5K$530.0K+$75.5K2026-10-09
Global View Capital Management LLC
INCREASED8,6087,845+763+10%$416.6K$529.4K+$112.7K2026-10-28
Quartz Partners, LLC
DECREASED8,59410,661-2,067-19%$566.2K$528.5K-$37.7K2026-11-03
City Center Advisors, LLC
DECREASED8,59324,578-15,985-65%$1.3M$528.4K-$776.9K2026-10-08
Keudell ison Wealth Management
INCREASED8,5407,820+720+9%$415.3K$525.2K+$109.9K2026-10-16
Hengehold Capital Management LLC
DECREASED8,5369,077-541-6%$482.1K$524.9K+$42.8K2026-10-16
Roman Butler Fullerton & Co
DECREASED8,53318,760-10,227-55%$1.1M$578.6K-$485.9K2026-10-27
Chapin Davis, Inc.
INCREASED8,5078,449+58+1%$448.7K$523.2K+$74.5K2026-10-09
Northstar Group, Inc.
UNCHANGED8,4548,45400%$449.0K$519.9K+$71.0K2026-11-10
S&A Financial Services, Inc.
INCREASED8,4208,408+12+0%$446.5K$517.8K+$71.3K2026-11-03
Commerce Advisors, LLC
INCREASED8,3938,347+46+1%$443.3K$516.2K+$72.9K2026-10-19
Park Edge Advisors, LLC
DECREASED8,36422,362-13,998-63%$1.2M$514.4K-$673.3K2026-10-28
Lighthouse Financial LLC
INCREASED8,3647,314+1,050+14%$388.4K$514.4K+$125.9K2026-10-23
Global Financial Private Client, LLC
DECREASED8,2698,277-80%$439.6K$508.5K+$69.0K2026-10-15
Connecticut Wealth Management, LLC
DECREASED8,23818,684-10,446-56%$992.3K$506.6K-$485.7K2026-10-13
Orrstown Financial Services Inc
DECREASED8,2358,701-466-5%$462.1K$506.5K+$44.3K2026-10-14
Caldwell Trust Co
DECREASED8,2248,974-750-8%$476.6K$505.8K+$29.2K2026-10-30
Steel Grove Capital Advisors, LLC
UNCHANGED8,2228,22200%$436.7K$505.7K+$69.0K2026-10-13
Hopwood Financial Services, Inc.
INCREASED8,1798,076+103+1%$428.9K$503.0K+$74.1K2026-10-29
M.E. Allison & Co., Inc.
UNCHANGED8,1618,16100%$433.4K$502.0K+$68.5K2026-10-09
Everett Harris & Co
UNCHANGED8,1608,16000%$433.4K$501.8K+$68.5K2026-10-28
Gryphon Financial Partners LLC
DECREASED8,1468,346-200-2%$443.3K$501.0K+$57.7K2026-11-04
Cypress Wealth Services, LLC
DECREASED8,1388,351-213-3%$443.5K$518.8K+$75.3K2026-10-21
West Wealth Group, LLC
INCREASED8,1268,077+49+1%$429.0K$499.8K+$70.8K2026-10-14
Tidemark, LLC
INCREASED8,1167,832+284+4%$415.9K$499.2K+$83.2K2026-11-09
Measured Risk Portfolios, Inc.
INCREASED8,0997,935+164+2%$421.4K$498.1K+$76.7K2026-10-21
Blackhawk Capital Partners, LLC
NEW8,085—+8,085——$497.2K—2026-11-10
Members Wealth LLC
UNCHANGED8,0588,05800%$428.0K$510.6K+$82.6K2026-10-20
Builder Investment Group Inc
UNCHANGED8,0508,05000%$427.5K$495.1K+$67.5K2026-10-22
Laraway Financial Advisors Inc
DECREASED8,0449,009-965-11%$478.5K$494.7K+$16.2K2026-11-09
Gallacher Capital Management LLC
DECREASED8,02510,225-2,200-22%$543.1K$493.5K-$49.5K2026-10-30
Financial Perspectives, Inc
INCREASED8,0106,331+1,679+27%$336.3K$492.6K+$156.3K2026-11-03
Towerpoint Wealth, LLC
DECREASED8,00510,906-2,901-27%$579.2K$492.3K-$86.9K2026-10-13
Patriot Investment Management Group, Inc.
DECREASED8,00413,004-5,000-38%$690.6K$492.2K-$198.4K2026-10-15
Seelaus Asset Management LLC
DECREASED8,0048,684-680-8%$461.2K$492.2K+$31.0K2026-10-14
Northbridge Financial Group, LLC
INCREASED8,0017,868+133+2%$417.9K$510.1K+$92.2K2026-11-05
Auxano Advisors, LLC
UNCHANGED7,9667,96600%$423.1K$489.9K+$66.8K2026-11-06
Moneywise, Inc.
DECREASED7,955118,532-110,577-93%$6.3M$489.2K-$5.8M2026-10-30
Earned Wealth Advisors, LLC
INCREASED7,8977,449+448+6%$395.6K$485.7K+$90.1K2026-11-06
Lake Street Private Wealth, LLC
INCREASED7,8977,550+347+5%$401.0K$485.7K+$84.6K2026-10-22
KFA Private Wealth Group, LLC
UNCHANGED7,8797,87900%$418.5K$484.6K+$66.1K2026-10-07
Occidental Asset Management, LLC
DECREASED7,87126,114-18,243-70%$1.4M$484.0K-$902.9K2026-11-05
Beaumont Financial Advisors, LLC
DECREASED7,8598,213-354-4%$436.2K$483.3K+$47.1K2026-10-22
Uhlmann Price Securities, LLC
INCREASED7,8305,426+2,404+44%$288.2K$481.6K+$193.4K2026-11-03
Fiduciary Financial Group, LLC
INCREASED7,8204,280+3,540+83%$227.3K$480.9K+$253.6K2026-10-13
Perryman Financial Advisory Inc
INCREASED7,8017,311+490+7%$388.3K$479.8K+$91.5K2026-10-16
Indiana Trust & Investment Management Co
INCREASED7,7725,272+2,500+47%$280.0K$478.0K+$198.0K2026-10-22
Ulland Investment Advisors, LLC
DECREASED7,7707,970-200-3%$423$478+$552026-10-13
RDA Financial Network
DECREASED7,7279,751-2,024-21%$517.9K$475.2K-$42.7K2026-10-15
Paladin Partners, LLC
DECREASED7,71043,110-35,400-82%$2.3M$474.2K-$1.8M2026-10-06
Centennial Wealth Advisory LLC
INCREASED7,7097,614+95+1%$404.4K$474.1K+$69.7K2026-10-16
Grey Ledge Advisors, LLC
NEW7,661—+7,661——$471.2K—2026-11-02
Ellerson Group Inc
INCREASED7,6467,170+476+7%$380.8K$509.8K+$129.0K2026-11-04
BIP Wealth, LLC
INCREASED7,6426,965+677+10%$369.9K$470.0K+$100.1K2026-10-22
Arbor Investment Advisors, LLC
DECREASED7,6408,892-1,252-14%$472.2K$469.9K-$2.4K2026-10-26
Searle & Co.
UNCHANGED7,6357,63500%$405.5K$469.5K+$64.1K2026-11-04
City Holding Co
INCREASED7,6206,770+850+13%$359.5K$468.6K+$109.1K2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED7,5227,387+135+2%$392.3K$462.6K+$70.3K2026-10-13
Capital Investment Counsel, Inc
DECREASED7,5029,126-1,624-18%$484.7K$461.4K-$23.3K2026-10-20
4Wealth Advisors, Inc.
INCREASED7,4646,828+636+9%$365.9K$459.4K+$93.5K2026-10-13
Advisors Preferred, LLC
NEW7,458—+7,458——$468.5K—2026-11-09
Clark Asset Management, LLC
NEW7,433—+7,433——$457.1K—2026-10-19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED7,4067,40600%$393.3K$455.5K+$62.1K2026-11-09
Castleview Partners, LLC
DECREASED7,3897,489-100-1%$397.7K$454.4K+$56.7K2026-10-09
Baldwin Wealth Partners LLC
UNCHANGED7,3837,38300%$392.1K$454.1K+$61.9K2026-10-13
LJI Wealth Management, LLC
DECREASED7,3707,470-100-1%$396.7K$453.3K+$56.5K2026-10-28
Novem Group
INCREASED7,3477,125+222+3%$378.4K$451.9K+$73.5K2026-10-19
Commonwealth Financial Services, LLC
DECREASED7,25511,068-3,813-34%$537.8K$446.2K-$91.6K2026-10-20
Clearview Wealth Management LLC
INCREASED7,2517,149+102+1%$379.7K$487.3K+$107.6K2026-10-16
Apex Wealth Management, LLC
INCREASED7,2137,171+42+1%$380.8K$443.6K+$62.8K2026-10-20
Bank of Stockton
DECREASED7,2017,711-510-7%$409.5K$442.9K+$33.3K2026-10-20
Private Wealth Group, LLC
UNCHANGED7,1877,18700%$381.7K$442.0K+$60.3K2026-10-19
Howard Financial Services, Ltd.
INCREASED7,1236,858+265+4%$364.2K$438.0K+$73.8K2026-10-15
Mustard Seed Financial, LLC
INCREASED7,1196,176+943+15%$328.0K$437.8K+$109.8K2026-10-30
Raab & Moskowitz Asset Management LLC
INCREASED7,0987,095+3+0%$376.8K$436.5K+$59.7K2026-11-02
Sonata Capital Group Inc
INCREASED7,0957,074+21+0%$375.7K$436.4K+$60.7K2026-10-19
VCI Wealth Management LLC
INCREASED7,0554,443+2,612+59%$236.0K$433.9K+$197.9K2026-10-29
15 Wealth Advisors LLC
NEW7,049—+7,049——$433.5K—2026-10-14
MCF Advisors LLC
INCREASED6,9966,347+649+10%$337.1K$430.3K+$93.2K2026-10-28
Sacks & Associates, LLC
INCREASED6,9896,983+6+0%$415.8K$429.8K+$14.0K2026-10-09
BNB Wealth Management, LLC
INCREASED6,9755,331+1,644+31%$283.1K$429.0K+$145.8K2026-10-28
Abbington Investment Group
INCREASED6,9296,907+22+0%$366.9K$426.1K+$59.3K2026-11-03
Tenet Wealth Partners, LLC
UNCHANGED6,9106,91000%$403.3K$425.0K+$21.7K2026-10-19
waypoint wealth counsel
INCREASED6,8775,445+1,432+26%$289.2K$422.9K+$133.7K2026-10-22
Triumph Capital Management
INCREASED6,8446,691+153+2%$355.4K$420.9K+$65.5K2026-10-14
Surience Private Wealth LLC
NEW6,832—+6,832——$420.2K—2026-10-16
Schear Investment Advisers, LLC
NEW6,809—+6,809——$418.7K—2026-10-14
Tempo Wealth, LLC
INCREASED6,8096,720+89+1%$356.9K$418.7K+$61.9K2026-10-14
Genesee Capital Advisors, LLC
DECREASED6,7256,817-92-1%$362.1K$413.6K+$51.5K2026-10-20
United Financial Planning Group LLC
INCREASED6,7086,667+41+1%$354.1K$412.5K+$58.4K2026-11-04
Facet Wealth, Inc.
NEW6,692—+6,692——$411.6K—2026-11-04
Atticus Wealth Management, LLC
NEW6,687—+6,687——$411.3K—2026-10-20
Straight Path Wealth Management
INCREASED6,6486,460+188+3%$343.1K$408.8K+$65.7K2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED6,5966,59600%$350.3K$405.7K+$55.3K2026-10-15
Waystone Advisors LLC
DECREASED6,5736,701-128-2%$355.9K$349.1K-$6.8K2026-10-16
Westco Advisory Services Inc
DECREASED6,5716,667-96-1%$354.1K$404.1K+$50.0K2026-10-14
Bensler, LLC
DECREASED6,5227,101-579-8%$377.1K$401.1K+$24.0K2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED6,5186,51800%$346.2K$400.9K+$54.7K2026-10-21
Keystone Wealth Services, LLC
INCREASED6,4934,453+2,040+46%$236.5K$399.6K+$163.1K2026-11-03
Zinnia Wealth Advisory, LLC
INCREASED6,4686,381+87+1%$338.9K$397.8K+$58.9K2026-11-06
MBA Advisors LLC
DECREASED6,4637,039-576-8%$373.8K$397.5K+$23.6K2026-10-29
Vilga Financial Planning LLC
INCREASED6,4476,080+367+6%$322.9K$396.5K+$73.6K2026-10-09
Wealthgarden F.S. LLC
DECREASED6,3818,178-1,797-22%$434.3K$392.5K-$41.9K2026-11-09
Synergy Asset Management, LLC
DECREASED6,3686,641-273-4%$352.7K$391.6K+$38.9K2026-11-05
Mirador Capital Partners LP
DECREASED6,3176,946-629-9%$368.9K$388.5K+$19.6K2026-10-09
Fortis Capital Advisors, LLC
NEW6,316—+6,316——$388.4K—2026-11-09
Pacific Center for Financial Services
INCREASED6,3136,306+7+0%$334.9K$388.2K+$53.3K2026-10-15
Summit Financial Strategies, Inc.
DECREASED6,2766,440-164-3%$342.0K$386.0K+$43.9K2026-10-14
Montecito Bank & Trust
DECREASED6,2526,452-200-3%$342.7K$384.5K+$41.8K2026-10-01
Arrow Financial Corp
UNCHANGED6,2426,24200%$331.5K$383.9K+$52.4K2026-10-26
Brick & Kyle, Associates
DECREASED6,2316,318-87-1%$387.0K$383.2K-$3.8K2026-11-05
Western Pacific Wealth Management, LP
UNCHANGED6,2006,20000%$329.3K$381.3K+$52.0K2026-10-16
B.A. Schrock Wealth Management, Inc.
NEW6,184—+6,184——$387.7K—2026-10-15
Ulrich Consultants & Investment Group, LLC
NEW6,145—+6,145——$377.9K—2026-10-13
Well Done, LLC
UNCHANGED6,1366,13600%$325.9K$377.4K+$51.5K2026-10-20
CFS Investment Advisory Services, LLC
INCREASED6,1235,771+352+6%$307.1K$390.3K+$83.2K2026-10-19
Evanson Financial, LLC
INCREASED6,1175,960+157+3%$316.5K$376.2K+$59.7K2026-10-23
Rockwood Wealth Management, LLC
INCREASED6,1055,996+109+2%$318.4K$375.5K+$57.0K2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED6,0936,820-727-11%$362.2K$374.7K+$12.5K2026-11-04
GEM Asset Management, LLC
INCREASED6,0886,051+37+1%$321.4K$374.4K+$53.0K2026-10-13
Eagle Capital Management, LLC
DECREASED6,0656,106-41-1%$324$373+$492026-10-19
American National Bank & Trust
UNCHANGED6,0246,02400%$319.9K$370.5K+$50.5K2026-10-07
Northwest Wealth Advisors, LLC
INCREASED6,0005,949+51+1%$316.0K$369.0K+$53.0K2026-11-02
Latitude Advisors, LLC
INCREASED5,9865,146+840+16%$273.3K$368.1K+$94.8K2026-10-27
Beacon Bank & Trust
DECREASED5,9306,030-100-2%$320.3K$364.7K+$44.4K2026-10-27
Advisory Resource Group
DECREASED5,9297,500-1,571-21%$398.3K$364.6K-$33.7K2026-10-26
Watershed Private Wealth LLC
DECREASED5,9195,938-190%$315.4K$364.0K+$48.7K2026-10-30
Bullock Wealth Management Group
INCREASED5,8955,788+107+2%$305.6K$369.6K+$64.0K2026-10-09
Founders Financial Alliance, LLC
DECREASED5,8796,512-633-10%$345.9K$361.6K+$15.7K2026-11-10
Whitener Capital Management, Inc.
INCREASED5,8795,672+207+4%$301.2K$361.6K+$60.3K2026-10-15
Guyasuta Investment Advisors Inc
INCREASED5,8645,839+25+0%$310.1K$360.6K+$50.5K2026-10-15
BCS Wealth Management
DECREASED5,8525,878-260%$312.2K$359.9K+$47.7K2026-11-03
Atala Financial Inc
UNCHANGED5,8505,85000%$310.7K$359.8K+$49.1K2026-10-22
Endeavor Private Wealth, Inc.
DECREASED5,8427,337-1,495-20%$389.7K$359.3K-$30.4K2026-11-05
Rainier Family Wealth Inc
UNCHANGED5,8345,83400%$309.8K$358.8K+$48.9K2026-11-02
MW Advisory, LLC
INCREASED5,8165,468+348+6%$290.4K$357.7K+$67.3K2026-10-19
Wetzel Investment Advisors, Inc.
UNCHANGED5,8015,80100%$308.1K$356.8K+$48.7K2026-10-13
Doliver Advisors, LP
DECREASED5,7665,786-200%$307.3K$354.6K+$47.3K2026-10-01
Clifford Swan Investment Counsel LLC
DECREASED5,7506,104-354-6%$324.2K$353.6K+$29.4K2026-11-05
First Heartland Consultants, Inc.
INCREASED5,7235,439+284+5%$288.9K$351.9K+$63.1K2026-10-08
Richards, Merrill & Peterson, Inc.
INCREASED5,7105,420+290+5%$287.9K$351.2K+$63.3K2026-10-19
Uniting Wealth Partners, LLC
INCREASED5,7044,872+832+17%$258.7K$350.8K+$92.1K2026-11-06
Childress Capital Advisors, LLC
UNCHANGED5,6945,69400%$302.4K$350.2K+$47.8K2026-10-28
1834 Investment Advisors Co
DECREASED5,6786,836-1,158-17%$363.1K$349.2K-$13.9K2026-10-16
JSF Financial, LLC
INCREASED5,6345,235+399+8%$278.0K$346.5K+$68.5K2026-10-22
Meridian Financial Advisors, LLC
INCREASED5,6255,624+1+0%$298.7K$345.9K+$47.3K2026-10-14
GGM Financial LLC
INCREASED5,5865,552+34+1%$294.9K$343.6K+$48.7K2026-11-05
Uptown Financial Advisors LLC
DECREASED5,5755,603-280%$297.6K$342.9K+$45.3K2026-10-15
Aaron Wealth Advisors LLC
UNCHANGED5,5345,53400%$293.9K$340.4K+$46.4K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED5,5305,209+321+6%$276.7K$340.1K+$63.5K2026-10-29
River Street Advisors LLC
DECREASED5,5085,533-250%$293.9K$338.7K+$44.9K2026-10-22
Southland Equity Partners LLC
INCREASED5,4935,284+209+4%$280.6K$337.8K+$57.2K2026-10-14
Eagle Strategies LLC
DECREASED5,4718,487-3,016-36%$450.7K$336.5K-$114.3K2026-10-16
Highland Capital Management, LLC
UNCHANGED5,4065,40600%$287.1K$332.5K+$45.4K2026-10-26
Independent Wealth Advisors LLC
INCREASED5,4015,375+26+0%$285.4K$332.2K+$46.7K2026-10-27
Rhodes Investment Advisors Inc
INCREASED5,3805,310+70+1%$282.0K$330.9K+$48.9K2026-10-07
BankChampaign, National Association
DECREASED5,3605,477-117-2%$290.9K$329.6K+$38.8K2026-10-19
Marks Group Wealth Management, Inc
UNCHANGED5,3545,35400%$284.4K$329.3K+$44.9K2026-11-05
Heritage Trust Co
UNCHANGED5,3535,35300%$284.3K$329.2K+$44.9K2026-11-09
Centerpoint Advisory Group
UNCHANGED5,3505,35000%$284.1K$329.0K+$44.9K2026-10-23
Future Financial Wealth Managment LLC
INCREASED5,3465,344+2+0%$317.3K$328.8K+$11.5K2026-10-15
Physicians Financial Services, Inc.
DECREASED5,3415,882-541-9%$312.0K$328-$311.7K2026-11-04
LVM Capital Management LTD
INCREASED5,3095,187+122+2%$275$326.5K+$326.2K2026-10-20
NWF Advisory Services Inc.
DECREASED5,2425,518-276-5%$293.0K$322.5K+$29.4K2026-10-19
New England Private Wealth Advisors LLC
INCREASED5,2415,224+17+0%$311.5K$322.3K+$10.8K2026-10-19
Gamma Investing LLC
INCREASED5,2164,562+654+14%$242.3K$320.8K+$78.5K2026-10-08
Pictet North America Advisors SA
UNCHANGED5,2145,21400%$276.9K$320.7K+$43.7K2026-10-21
Beaton Management Co. Inc.
DECREASED5,2085,340-132-2%$284.0K$320-$283.7K2026-11-09
Leo Wealth, LLC
NEW5,202—+5,202——$319.9K—2026-10-26
Grantvest Financial Group LLC
DECREASED5,2025,389-187-3%$286.2K$319.9K+$33.7K2026-10-21
Embree Financial Group
DECREASED5,1725,673-501-9%$301.3K$318.1K+$16.8K2026-10-22
SYM Financial Corp
DECREASED5,16613,017-7,851-60%$691.3K$317.7K-$373.6K2026-10-26
Boston Standard Wealth Management, LLC
INCREASED5,1625,132+30+1%$270.5K$317.5K+$47.0K2026-10-07
ARS Wealth Advisors Group, LLC
DECREASED5,1425,464-322-6%$290.2K$316.2K+$26.0K2026-10-16
Fort Washington Investment Advisors Inc
DECREASED5,1165,233-117-2%$277.9K$314.6K+$36.7K2026-10-15
Capital Asset Advisory Services LLC
DECREASED5,0915,548-457-8%$294.7K$344.0K+$49.3K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED5,0805,08000%$269.8K$312.4K+$42.6K2026-10-23
NWM Advisors, LLC
UNCHANGED5,0605,06000%$268.7K$311.2K+$42.5K2026-11-09
NBH Bank
DECREASED5,0505,485-435-8%$291.3K$310.6K+$19.3K2026-11-05
Heritage Investors Management Corp
DECREASED5,0505,250-200-4%$279.0K$311-$278.7K2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED5,0505,05000%$268.2K$310.6K+$42.4K2026-10-29
Strategic Family Wealth Counselors, L.L.C.
INCREASED5,0415,038+3+0%$267.5K$310.0K+$42.5K2026-10-29
LongView Wealth Management
DECREASED5,0385,344-306-6%$283.8K$309.8K+$26.0K2026-10-19
Forum Financial Management, LP
NEW5,000—+5,000——$307.5K—2026-10-16
Valtinson Bruner Financial Planning LLC
INCREASED4,9994,970+29+1%$264.0K$307.4K+$43.5K2026-11-02
Nfsg Corp
INCREASED4,9954,993+2+0%$265.2K$307.2K+$42.0K2026-10-15
Gateway Investment Advisers LLC
INCREASED4,9934,541+452+10%$241.2K$307.1K+$65.9K2026-10-13
Horrell Capital Management, Inc.
UNCHANGED4,9924,99200%$265.1K$307.0K+$41.9K2026-10-08
Retirement Guys Formula LLC
INCREASED4,9864,962+24+0%$265.1K$303.2K+$38.1K2026-10-26
GC Wealth Management RIA, LLC
INCREASED4,9534,776+177+4%$253.7K$304.6K+$51.0K2026-11-02
Cookson Peirce & Co Inc
INCREASED4,9384,795+143+3%$254.7K$303.7K+$49.0K2026-10-30
Pinnacle Financial Group, LLC / IL
DECREASED4,9165,836-920-16%$309.9K$302.3K-$7.6K2026-10-29
Magnolia Capital Management LTD
DECREASED4,9105,070-160-3%$269$302+$332026-10-09
Heck Capital Advisors, LLC
NEW4,886—+4,886——$300.5K—2026-10-14
DT Investment Partners, LLC
UNCHANGED4,8804,88000%$259.2K$300.1K+$40.9K2026-10-27
Strive Financial Group,LLC
DECREASED4,8644,914-50-1%$261.0K$299.1K+$38.2K2026-11-09
AmeriServ Wealth Advisors
DECREASED4,8626,594-1,732-26%$350.2K$299.0K-$51.2K2026-10-21
Northwest Wealth Management, LLC
INCREASED4,7954,766+29+1%$253.1K$294.9K+$41.8K2026-10-30
Elevatus Welath Management
INCREASED4,7834,758+25+1%$252.7K$294.2K+$41.5K2026-10-19
Covestor Ltd
INCREASED4,7714,535+236+5%$241.0K$293-$240.7K2026-10-30
Formidable Asset Management, LLC
UNCHANGED4,7454,74500%$290.7K$252.0K-$38.7K2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED4,7384,522+216+5%$247.9K$309.1K+$61.2K2026-10-13
Vann Equity Management LLC
NEW4,725—+4,725——$290.6K—2026-10-08
Sage Mountain Advisors LLC
DECREASED4,7245,186-462-9%$275.4K$290.5K+$15.1K2026-11-02
Saxony Capital Management, LLC
DECREASED4,7087,643-2,935-38%$405.9K$289.5K-$116.4K2026-10-15
Kennebec Savings Bank
UNCHANGED4,7044,70400%$249.8K$289.3K+$39.5K2026-10-22
Lakeside Advisors, Inc.
UNCHANGED4,7004,70000%$249.6K$289.1K+$39.4K2026-10-20
Elmwood Wealth Management, Inc.
UNCHANGED4,6994,69900%$249.6K$289.0K+$39.4K2026-10-14
Paragon Capital Management Ltd
INCREASED4,6434,642+1+0%$246.6K$285.5K+$39.0K2026-10-09
Yankcom Partnership
DECREASED4,6324,764-132-3%$253.0K$284.9K+$31.9K2026-10-15
American Institute for Advanced Investment Management, LLP
UNCHANGED4,6194,61900%$245.3K$284.1K+$38.8K2026-11-03
Clientfirst Wealth Management, LLC
UNCHANGED4,6184,61800%$245.3K$284.0K+$38.7K2026-11-04
MKT Advisors LLC
DECREASED4,6094,658-49-1%$254.5K$300.7K+$46.1K2026-10-20
Longview Financial Advisors, Inc.
UNCHANGED4,6094,60900%$244.8K$283.5K+$38.7K2026-10-09
Iowa State Bank
UNCHANGED4,5844,58400%$243.5K$281.9K+$38.5K2026-10-06
North Forty Two & Co.
INCREASED4,5834,581+2+0%$243.3K$281.9K+$38.6K2026-10-19
Berkshire Money Management, Inc.
NEW4,579—+4,579——$281.6K—2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED4,5562,697+1,859+69%$143.2K$280.2K+$137.0K2026-10-22
L.K. Benson & Company, P.C.
DECREASED4,5465,883-1,337-23%$312.4K$279.6K-$32.9K2026-10-23
WealthBridge Capital Management, LLC
DECREASED4,5454,916-371-8%$261.1K$279.5K+$18.4K2026-10-16
Accredited Investors Inc.
INCREASED4,5424,522+20+0%$240.2K$279.3K+$39.1K2026-11-03
Diversified Management Inc
NEW4,527—+4,527——$278.4K—2026-10-08
VVR Holdings LLC
INCREASED4,5184,490+28+1%$238.5K$277.8K+$39.4K2026-10-19
Beacon Capital Management, LLC
INCREASED4,5164,505+11+0%$239.3K$277.7K+$38.4K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED4,5044,496+8+0%$238.8K$277.0K+$38.2K2026-10-20
Princeton Global Asset Management LLC
UNCHANGED4,5004,50000%$239.0K$276.8K+$37.8K2026-10-21
Curran Financial Partners, LLC
DECREASED4,4754,572-97-2%$242.8K$275.2K+$32.4K2026-11-04
Mission Financial Group, LLC
INCREASED4,4644,426+38+1%$235.0K$274.6K+$39.5K2026-10-21
Means Investment Co., Inc.
DECREASED4,4634,700-237-5%$249.6K$274.5K+$24.8K2026-11-03
Cathy Pareto & Associates, Inc
INCREASED4,4484,423+25+1%$234.9K$273.6K+$38.7K2026-10-15
National Wealth Management Group, LLC
INCREASED4,4334,064+369+9%$215.8K$272.6K+$56.8K2026-10-26
SilverOak Wealth Management LLC
UNCHANGED4,4284,42800%$235.2K$272.3K+$37.2K2026-10-29
Post Resch Tallon Group Inc.
INCREASED4,4254,422+3+0%$234.9K$272.1K+$37.3K2026-10-09
First Bancorp, Inc
DECREASED4,4204,510-90-2%$239.5K$271.8K+$32.3K2026-10-26
Carret Asset Management, LLC
DECREASED4,4024,902-500-10%$260.3K$270.7K+$10.4K2026-11-04
First National Bank & Trust Co of Newtown
UNCHANGED4,4004,40000%$262.0K$308.1K+$46.1K2026-11-09
Box Hill Private Wealth LLC
NEW4,395—+4,395——$270.3K—2026-10-05
University of Texas S AM Investment Management Co
INCREASED4,3813,745+636+17%$198.9K$269.4K+$70.5K2026-11-03
Bank Hapoalim BM
DECREASED4,3624,462-100-2%$237.0K$268-$236.7K2026-11-10
Cultivar Capital, Inc.
DECREASED4,3604,430-70-2%$235.3K$268.1K+$32.9K2026-10-14
TritonPoint Partners, LLC
DECREASED4,35818,237-13,879-76%$968.6K$268.0K-$700.6K2026-11-05
Cpwa, LLC
DECREASED4,3564,586-230-5%$243.6K$287.6K+$44.0K2026-11-04
LexAurum Advisors, LLC
INCREASED4,3473,949+398+10%$209.7K$267.3K+$57.6K2026-10-19
Essex Bank
DECREASED4,3254,525-200-4%$240.3K$266.0K+$25.7K2026-10-16
Financial Partners Group, Inc
INCREASED4,3014,284+17+0%$227.5K$264.5K+$37.0K2026-10-19
Ullmann Wealth Partners Group, LLC
UNCHANGED4,2884,28800%$227.7K$263.7K+$36.0K2026-11-02
TAGStone Capital, Inc.
UNCHANGED4,2804,28000%$227.3K$263.2K+$35.9K2026-11-09
Studio Investment Management LLC
DECREASED4,2764,612-336-7%$244.9K$263.0K+$18.0K2026-10-22
Analyst IMS Investment Management Services Ltd.
INCREASED4,2624,239+23+1%$225.0K$262-$224.7K2026-11-05
Vestor Capital, LLC
DECREASED4,25328,169-23,916-85%$12.0K$117-$11.9K2026-11-04
Sound Income Strategies, LLC
DECREASED4,2494,813-564-12%$255.6K$277.2K+$21.6K2026-10-09
Mengis Capital Management, Inc.
DECREASED4,2484,289-41-1%$227.8K$261.3K+$33.5K2026-10-13
Stack Financial Management, Inc
DECREASED4,2394,456-217-5%$236.7K$260.7K+$24.0K2026-11-02
Abundance Wealth Counselors
UNCHANGED4,2144,21400%$223.8K$259.2K+$35.4K2026-10-26
Kwmg, LLC
NEW4,208—+4,208——$258.8K—2026-10-07
Plancorp, LLC
NEW4,205—+4,205——$294.5K—2026-11-03
Sage Capital Management, LLC
INCREASED4,2034,196+7+0%$223.0K$258.6K+$35.6K2026-10-20
Strategic Planning Group, LLC
NEW4,200—+4,200——$258.3K—2026-10-22
Pacific Capital Wealth Advisors, Inc.
UNCHANGED4,1704,17000%$221.5K$256.5K+$35.0K2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED4,1684,16800%$221.4K$256.3K+$35.0K2026-10-30
Capital Square, LLC
DECREASED4,1654,354-189-4%$239.8K$256.2K+$16.4K2026-10-19
WealthCare Asset Management, LLC
DECREASED4,164222,738-218,574-98%$11.8M$256.1K-$11.6M2026-10-26
Geneva Partners, LLC
DECREASED4,1514,731-580-12%$251.3K$255.3K+$4.0K2026-10-26
Hara Capital LLC
DECREASED4,1164,416-300-7%$234.5K$253.1K+$18.6K2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED4,0814,031+50+1%$214.1K$251.0K+$37.0K2026-10-27
Trust Co of Toledo NA
DECREASED4,0746,442-2,368-37%$342.1K$250.6K-$91.6K2026-10-16
Tortuga Wealth Management, Inc
INCREASED4,0723,999+73+2%$212.3K$250.7K+$38.4K2026-10-27
Winthrop Advisory Group LLC
INCREASED4,0504,030+20+1%$214.1K$249.1K+$35.0K2026-10-22
Nilsine Partners, LLC
NEW4,012—+4,012——$246.7K—2026-11-02
Prota Financial, LLC
DECREASED4,0005,368-1,368-25%$283.5K$250.8K-$32.7K2026-10-08
Provident Wealth Management, LLC
DECREASED4,0005,067-1,067-21%$269.1K$246.0K-$23.1K2026-10-20
Madson Wealth Advisors Inc
DECREASED4,0004,081-81-2%$216.7K$246.0K+$29.3K2026-10-13
Ballast, Inc.
UNCHANGED4,0004,00000%$212.4K$246.0K+$33.6K2026-10-20
Scratch Capital LLC
UNCHANGED4,0004,00000%$212.4K$246.0K+$33.6K2026-11-02
KFG Wealth Management, LLC
INCREASED3,9973,839+158+4%$203.9K$245.8K+$41.9K2026-10-16
Key FInancial Inc
DECREASED3,9805,208-1,228-24%$276.6K$244.8K-$31.8K2026-11-02
Opus Financial Solutions LLC
NEW3,972—+3,972——$244.3K—2026-11-06
Bayban
UNCHANGED3,9563,95600%$210.1K$210.1K$02026-11-05
PKS Advisory Services, LLC
UNCHANGED3,9483,94800%$209.6K$209.6K$02026-10-26
Two West Capital Advisors LLC
DECREASED3,9034,196-293-7%$243.1K$240.2K-$2.9K2026-10-15
Wealth Alliance Advisory Group, LLC
NEW3,896—+3,896——$239.6K—2026-10-14
Graves Light Lenhart Wealth, Inc.
INCREASED3,8933,889+4+0%$206.6K$239.4K+$32.8K2026-10-09
Milestone Asset Management Group, LLC
INCREASED3,8813,871+10+0%$205.6K$238.7K+$33.1K2026-10-20
Peak Financial Management, Inc.
NEW3,870—+3,870——$238.0K—2026-10-16
Burton Enright Welch
NEW3,868—+3,868——$237.9K—2026-11-04
Missouri Trust & Investment Co
INCREASED3,8663,666+200+5%$218.3K$237.8K+$19.4K2026-11-04
RPG Investment Advisory, LLC
DECREASED3,8619,319-5,458-59%$494.9K$237.4K-$257.5K2026-10-21
Wormser Freres Gestion
UNCHANGED3,8533,85300%$204.7K$237.0K+$32.3K2026-10-21
Aull & Monroe Investment Management Corp
UNCHANGED3,8503,85000%$204.5K$236.8K+$32.3K2026-10-16
Maia Wealth LLC
DECREASED3,8484,698-850-18%$249.5K$236.7K-$12.9K2026-10-19
Root Financial Partners, LLC
NEW3,847—+3,847——$236.6K—2026-10-21
USA Financial Formulas
NEW3,833—+3,833——$235.7K—2026-10-16
Ndwm LLC
INCREASED3,8263,819+7+0%$202.8K$235.3K+$32.5K2026-11-05
Nabity-Jensen Investment Management Inc
UNCHANGED3,8063,80600%$202.1K$234.1K+$31.9K2026-10-23
AGP Franklin, LLC
UNCHANGED3,8003,80000%$201.8K$233.7K+$31.9K2026-11-04
DWM Financial Group, Inc.
NEW3,790—+3,790——$233.1K—2026-10-28
N.E.W. Advisory Services LLC
INCREASED3,7763,253+523+16%$172.8K$232.3K+$59.5K2026-11-09
Wealth Quarterback LLC
DECREASED3,7633,911-148-4%$207.7K$231.4K+$23.7K2026-10-20
Collective Family Office LLC
NEW3,758—+3,758——$231.1K—2026-10-05
Blodgett Wealth Advisors, LLC
NEW3,750—+3,750——$230.6K—2026-10-23
My Personal CFO, LLC
NEW3,750—+3,750——$230.6K—2026-10-14
Kings Path Partners LLC
UNCHANGED3,7503,75000%$199.2K$230.6K+$31.5K2026-10-21
Martel Wealth Advisors LLC
NEW3,740—+3,740——$230.0K—2026-10-14
Quantum Financial Partners LLC
DECREASED3,7394,104-365-9%$217.9K$230.0K+$12.1K2026-10-19
Weaver Capital Management LLC
DECREASED3,7323,772-40-1%$231.1K$229.5K-$1.6K2026-10-15
Torrey-Payne Wealth Management, LLC
NEW3,720—+3,720——$228.8K—2026-11-09
TPG Advisors LLC
NEW3,702—+3,702——$227.7K—2026-10-16
Sincerus Advisory, LLC
NEW3,693—+3,693——$227.1K—2026-10-09
Cranbrook Wealth Management, LLC
INCREASED3,6723,387+285+8%$179.9K$225.8K+$46.0K2026-10-28
Ironwood Investment Counsel, LLC
NEW3,607—+3,607——$221.9K—2026-11-10
Sentry LLC
NEW3,598—+3,598——$221.3K—2026-10-30
Trail Ridge Investment Advisors, LLC
NEW3,590—+3,590——$220.8K—2026-10-16
Good Harbor Advisors, Inc.
NEW3,586—+3,586——$220.5K—2026-10-20
Canopy Partners, LLC
NEW3,579—+3,579——$220.1K—2026-10-28
Convergence Financial, LLC
NEW3,572—+3,572——$219.7K—2026-10-27
Destiny Wealth Partners, LLC
UNCHANGED3,5623,56200%$212.1K$239.5K+$27.4K2026-11-05
Cypress Point Wealth Management, LLC
NEW3,559—+3,559——$218.9K—2026-11-03
Anson Capital, Inc.
NEW3,557—+3,557——$218.8K—2026-10-23
International Private Wealth Advisors LLC
NEW3,548—+3,548——$218.2K—2026-11-05
Impact Partnership Wealth, LLC
DECREASED3,5486,401-2,853-45%$340.0K$218.2K-$121.8K2026-11-09
Sendero Wealth Management, LLC
NEW3,547—+3,547——$218.2K—2026-10-14
Waterway Wealth Management, LLC
NEW3,543—+3,543——$217.9K—2026-10-28
Ares Financial Consulting, LLC
INCREASED3,5313,517+14+0%$186.8K$217.1K+$30.4K2026-10-19
Fulton Bank, N.A.
DECREASED3,52815,057-11,529-77%$799.7K$217.0K-$582.7K2026-10-14
Winch Advisory Services, LLC
INCREASED3,5273,131+396+13%$166.3K$216.9K+$50.6K2026-11-06
Garde Capital, Inc.
NEW3,524—+3,524——$216.7K—2026-10-29
Lantz Financial LLC
NEW3,523—+3,523——$216.7K—2026-10-15
XY Planning Network, Inc.
NEW3,488—+3,488——$214.5K—2026-10-14
DeDora Capital, Inc.
NEW3,486—+3,486——$214.4K—2026-10-26
Country Trust Bank
DECREASED3,4823,538-56-2%$187.9K$214.1K+$26.2K2026-10-30
World Equity Group, Inc.
DECREASED3,4794,801-1,322-28%$255.0K$213.9K-$41.1K2026-10-14
Tempus Wealth Planning, LLC
DECREASED3,4793,841-362-9%$204.0K$214.0K+$10.0K2026-10-14
Burns Matteson Capital Management, LLC
NEW3,466—+3,466——$213.1K—2026-10-16
Condor Capital Management
NEW3,463—+3,463——$213.0K—2026-11-06
Visionary Horizons, LLC
NEW3,444—+3,444——$211.8K—2026-10-22
Tiller Private Wealth, Inc.
NEW3,442—+3,442——$211.7K—2026-10-26
Gray Private Wealth, LLC
NEW3,425—+3,425——$210.6K—2026-10-28
Caliber Wealth Management, LLC / KS
NEW3,409—+3,409——$209.6K—2026-11-04
Elco Management Co., LLC
NEW3,400—+3,400——$209.1K—2026-10-14
Shrier Wealth Management, LLC
NEW3,394—+3,394——$208.7K—2026-10-20
McAlister, Sweet & Associates, Inc.
DECREASED3,3895,439-2,050-38%$288.9K$208.4K-$80.4K2026-10-07
Seven Mile Advisory
NEW3,383—+3,383——$208.1K—2026-10-22
Dynamic Financial Group
NEW3,370—+3,370——$207.3K—2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
NEW3,366—+3,366——$207.0K—2026-10-29
Forbes Financial Planning, Inc.
NEW3,354—+3,354——$206.3K—2026-10-23
GK Wealth Management LLC
DECREASED3,3505,819-2,469-42%$309.1K$206.0K-$103.1K2026-10-09
Huntleigh Advisors, Inc.
NEW3,330—+3,330——$204.8K—2026-11-03
Summit Wealth Group LLC / Co
NEW3,317—+3,317——$204.0K—2026-10-29
Alhambra Investment Management LLC
NEW3,285—+3,285——$202.0K—2026-10-15
OFS Enterprise LLC
NEW3,264—+3,264——$200.7K—2026-10-16
Signature Equity Partners, LLC
DECREASED3,2623,850-588-15%$204.5K$200.6K-$3.8K2026-10-29
Affinity Capital Advisors, LLC
NEW3,260—+3,260——$212.2K—2026-10-13
KOM Wealth Management Group, LLC
NEW3,258—+3,258——$200.4K—2026-10-15
Flagship Wealth Advisors, LLC
DECREASED3,0173,721-704-19%$197.6K$185.6K-$12.1K2026-11-03
Toews Corp
UNCHANGED2,9002,90000%$154.0K$178.4K+$24.3K2026-11-09
Peterson Wealth Services
UNCHANGED2,8922,89200%$153.6K$177.9K+$24.3K2026-10-26
Financial Consulate, Inc
INCREASED2,8692,868+1+0%$152.3K$176.5K+$24.1K2026-10-23
Chilton Capital Management LLC
UNCHANGED2,8012,80100%$148.8K$172.3K+$23.5K2026-10-28
Redwood Park Advisors LLC
INCREASED2,7992,786+13+0%$148.0K$172.1K+$24.2K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED2,7642,76400%$146.8K$170.0K+$23.2K2026-10-28
Viewpoint Capital Management LLC
INCREASED2,7401,490+1,250+84%$81.8K$168.5K+$86.7K2026-10-27
Abound Wealth Management
INCREASED2,7402,439+301+12%$129.5K$168.5K+$39.0K2026-10-26
Townsend Asset Management Corp
INCREASED2,6372,315+322+14%$123.0K$162.2K+$39.2K2026-10-29
Centerpoint Advisors, LLC
INCREASED2,6182,330+288+12%$124.0K$161-$123.8K2026-11-05
Bangor Savings Bank
DECREASED2,5832,606-23-1%$138.4K$158.9K+$20.5K2026-10-06
Evermay Wealth Management LLC
UNCHANGED2,5482,54800%$135.3K$156.7K+$21.4K2026-11-05
Zions Bancorporation, National Association
NEW2,544—+2,544——$156.5K—2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED2,5242,52400%$134.1K$155.2K+$21.2K2026-10-13
Cheviot Value Management, LLC
INCREASED2,4742,324+150+6%$123.4K$152.2K+$28.7K2026-11-09
Elevated Capital Advisors, LLC
DECREASED2,4386,790-4,352-64%$360.6K$149.9K-$210.7K2026-11-04
Dynamic Wealth Strategies, LLC
DECREASED2,3942,794-400-14%$148.4K$147.2K-$1.2K2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED2,3922,39200%$127.0K$147.1K+$20.1K2026-11-03
Main Street Group, LTD
DECREASED2,2963,736-1,440-39%$198.5K$141.2K-$57.3K2026-10-28
Roble, Belko & Company, Inc
INCREASED2,2962,294+2+0%$122.0K$141-$121.9K2026-11-09
Concord Wealth Partners
DECREASED2,2722,875-603-21%$152.7K$139.7K-$13.0K2026-11-02
Rakuten Securities, Inc.
DECREASED2,2673,039-772-25%$161.4K$139.4K-$22.0K2026-11-02
Coston, McIsaac & Partners
UNCHANGED2,2622,26200%$120.0K$139.2K+$19.2K2026-11-06
Ameliora Wealth Management Ltd.
UNCHANGED2,2602,26000%$120.0K$139.0K+$19.0K2026-10-23
Three Bridge Wealth Advisors, LLC
NEW2,176—+2,176——$133.8K—2026-11-05
Reyes Financial Architecture, Inc.
INCREASED2,1671,632+535+33%$86.7K$133.3K+$46.6K2026-10-22
Vision Financial Markets LLC
INCREASED2,088487+1,601+329%$25.7K$128.9K+$103.2K2026-10-22
MTM Investment Management, LLC
INCREASED2,0632,056+7+0%$109.2K$126.9K+$17.7K2026-10-30
Joseph Group Capital Management
UNCHANGED2,0462,04600%$108.7K$125.8K+$17.2K2026-11-04
Financial Management Professionals, Inc.
INCREASED2,02684+1,942+2312%$4.5K$124.6K+$120.1K2026-10-23
Hickory Point Bank & Trust
UNCHANGED2,0262,02600%$107.6K$124.6K+$17.0K2026-10-01
Polaris Financial Partners
NEW1,975—+1,975——$122—2026-10-02
Phillips Financial Management, LLC
UNCHANGED1,9521,95200%$103.7K$120.0K+$16.4K2026-10-19
Quent Capital, LLC
DECREASED1,9501,973-23-1%$104.8K$120.2K+$15.4K2026-11-09
Mainstream Capital Management LLC
NEW1,924—+1,924——$118.3K—2026-10-23
Hilton Head Capital Partners, LLC
INCREASED1,8911,871+20+1%$99.4K$116.3K+$16.9K2026-10-23
Byrne Asset Management LLC
INCREASED1,8861,811+75+4%$96.2K$118.3K+$22.1K2026-10-06
Hantz Financial Services, Inc.
INCREASED1,8851,648+237+14%$88.0K$116-$87.9K2026-11-09
Axiom Investment Management LLC
INCREASED1,8621,858+4+0%$98.7K$114.6K+$15.9K2026-11-03
Twin Tree Management, LP
DECREASED1,79437,245-35,451-95%$2.0M$110.3K-$1.9M2026-11-10
Collier Financial
INCREASED1,7751,064+711+67%$56.5K$109.1K+$52.7K2026-11-06
Vima LLC
UNCHANGED1,7691,76900%$94.0K$108.8K+$14.8K2026-10-23
Madden Securities Corp
NEW1,746—+1,746——$107.4K—2026-10-27
First United Bank & Trust
DECREASED1,7411,806-65-4%$95.9K$107.1K+$11.2K2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,7401,74000%$92.4K$107.0K+$14.6K2026-10-16
Gilpin Wealth Management, LLC
DECREASED1,7091,834-125-7%$97.4K$105.1K+$7.7K2026-10-09
Darwin Wealth Management, LLC
INCREASED1,6791,671+8+0%$88.8K$103.3K+$14.5K2026-11-09
Birch Financial Group, LLC
NEW1,657—+1,657——$101.9K—2026-10-27
Evolution Wealth Management Inc.
DECREASED1,6423,254-1,612-50%$172.8K$101.0K-$71.8K2026-10-28
Smithfield Trust Co
DECREASED1,6201,770-150-8%$82.0K$99-$81.9K2026-11-09
Mascoma Wealth Management LLC
UNCHANGED1,5881,58800%$84.3K$97.7K+$13.3K2026-10-23
Holos Integrated Wealth LLC
INCREASED1,5851,584+1+0%$86.6K$107.5K+$20.9K2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED1,5521,556-40%$82.6K$95.4K+$12.8K2026-11-02
Monetary Solutions, Ltd
UNCHANGED1,5401,54000%$81.8K$94.7K+$12.9K2026-10-22
Gleason Group, Inc.
INCREASED1,5111,502+9+1%$79.8K$92.9K+$13.2K2026-10-15
Ashton Thomas Securities, LLC
INCREASED1,4611,345+116+9%$71.4K$89.9K+$18.4K2026-10-26
Heritage Family Offices, LLP
NEW1,456—+1,456——$89.6K—2026-11-02
Olistico Wealth, LLC
INCREASED1,4301,390+40+3%$73.8K$87.9K+$14.1K2026-10-05
Physician Wealth Advisors, Inc.
INCREASED1,4251,353+72+5%$71.9K$87.6K+$15.7K2026-10-20
Tsfg, LLC
DECREASED1,4228,319-6,897-83%$442.0K$87-$441.9K2026-10-23
West Paces Advisors Inc.
DECREASED1,4181,687-269-16%$89.6K$87.2K-$2.4K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED1,3891,381+8+1%$73.3K$85.4K+$12.1K2026-10-20
Nemes Rush Group LLC
INCREASED1,3631,357+6+0%$72.1K$83.8K+$11.7K2026-11-04
Dorato Capital Management
UNCHANGED1,3481,34800%$74.2K$85.4K+$11.2K2026-10-08
Biltmore Family Office, LLC
DECREASED1,3451,518-173-11%$80.6K$82.7K+$2.1K2026-11-03
Duncker Streett & Co Inc
INCREASED1,3121,249+63+5%$66.3K$80.7K+$14.4K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED1,2941,29400%$57.0K$80-$56.9K2026-11-04
Next Level Wealth Planning, LLC
NEW1,292—+1,292——$79.5K—2026-10-29
Archer Investment Corp
DECREASED1,2082,651-1,443-54%$140.8K$74.3K-$66.5K2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED1,2041,161+43+4%$61.7K$74.0K+$12.4K2026-10-30
Compagnie Lombard Odier SCmA
UNCHANGED1,1871,18700%$63.0K$73.0K+$10.0K2026-11-04
Morse Asset Management, Inc
DECREASED1,1801,196-16-1%$63.5K$72.6K+$9.1K2026-11-09
Hilltop National Bank
UNCHANGED1,1701,17000%$62.1K$72.0K+$9.8K2026-10-14
Hoey Investments, Inc
INCREASED1,150400+750+188%$21.2K$70.7K+$49.5K2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED1,1041,129-25-2%$60.0K$67.9K+$7.9K2026-10-27
Dara Capital US, Inc.
UNCHANGED1,1001,10000%$58.9K$67.7K+$8.8K2026-10-29
Livelsberger Financial Advisory
NEW1,096—+1,096——$67.4K—2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED1,0881,08800%$57.8K$66.9K+$9.1K2026-10-15
Highland Investment Advisors LLC
INCREASED1,0581,054+4+0%$56.0K$65.0K+$9.1K2026-11-09
Markowski Investments
DECREASED1,0491,407-358-25%$74.7K$64.5K-$10.2K2026-10-30
Cape Investment Advisory, Inc.
DECREASED1,0351,395-360-26%$74.1K$63.6K-$10.4K2026-10-13
Brown, Lisle Ings, Inc.
INCREASED1,004678+326+48%$36.0K$61.7K+$25.7K2026-10-16
Intesa Sanpaolo Wealth Management
DECREASED1,00031,000-30,000-97%$1.6M$61.5K-$1.6M2026-10-28
Eurizon Asset Management Hungary Ltd.
UNCHANGED1,0001,00000%$53.1K$61.5K+$8.4K2026-11-06
Trust Co of Vermont
UNCHANGED98698600%$52.4K$60.6K+$8.3K2026-10-21
Fortitude Family Office, LLC
INCREASED923920+3+0%$48.9K$56.8K+$7.9K2026-10-14
Rosenberg Matthew Hamilton
DECREASED8991,150-251-22%$61.1K$55.3K-$5.8K2026-10-05
Paladin Advisory Group, LLC
UNCHANGED89889800%$47.7K$55.2K+$7.5K2026-11-09
PlanVest Financial, Inc
DECREASED8961,476-580-39%$78.4K$55.1K-$23.3K2026-11-09
Birchbrook, Inc.
UNCHANGED88188100%$46.8K$54.2K+$7.4K2026-10-14
Bochk Asset Management Ltd
DECREASED8801,350-470-35%$71.7K$54.1K-$17.6K2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED85785700%$45.5K$52.7K+$7.2K2026-10-05
Natixis
DECREASED84440,007-39,163-98%$2.1M$51.9K-$2.1M2026-11-06
StrongBox Wealth, LLC
DECREASED834984-150-15%$52.3K$51.3K-$9692026-11-02
First Community Trust NA
UNCHANGED83083000%$44.1K$51.0K+$7.0K2026-10-07
Register Financial Advisors LLC
INCREASED826674+152+23%$35.8K$50.8K+$15.0K2026-10-23
Acima Private Wealth, LLC
UNCHANGED81681600%$43.3K$50.2K+$6.8K2026-10-05
Davis Capital Management
DECREASED783800-17-2%$42.5K$48.2K+$5.7K2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED73073000%$38.8K$44.9K+$6.1K2026-10-23
SBK Financial, Inc.
UNCHANGED73073000%$38.8K$44.9K+$6.1K2026-11-02
Barrett & Company, Inc.
DECREASED727728-10%$38.7K$44.7K+$6.0K2026-10-22
Towne Trust Company, N.a
UNCHANGED72072000%$38.2K$44.3K+$6.0K2026-10-28
PFS Partners, LLC
INCREASED714712+2+0%$37.8K$43.9K+$6.1K2026-10-21
Networth Advisors, LLC
INCREASED706702+4+1%$37.3K$43.4K+$6.2K2026-11-03
Bare Financial Services, Inc
UNCHANGED70470400%$37.4K$43.3K+$5.9K2026-11-04
Hager Investment Management Services, LLC
DECREASED690727-37-5%$38.6K$42.4K+$3.8K2026-11-04
IAG Wealth Partners, LLC
INCREASED681448+233+52%$23.8K$41.9K+$18.1K2026-11-06
Wagner Wealth Management, LLC
DECREASED659767-108-14%$40.7K$40.5K-$2062026-10-21
Signature Resources Capital Management, LLC
UNCHANGED65865800%$34.9K$40.5K+$5.5K2026-10-16
Ascentis Wealth Management, LLC
INCREASED657568+89+16%$30.2K$40.4K+$10.3K2026-11-03
Blueline Advisors LLC
UNCHANGED65465400%$34.7K$40.2K+$5.5K2026-10-15
Cdkv Holdings LLC
INCREASED585365+220+60%$19.4K$36.0K+$16.6K2026-10-28
Costello Asset Management, Inc
INCREASED583581+2+0%$30.9K$35.8K+$5.0K2026-10-30
Godfrey Financial Associates, Inc.
UNCHANGED58258200%$30.9K$35.8K+$4.9K2026-11-10
Hartford Financial Management Inc.
UNCHANGED57057000%$30.3K$35.1K+$4.8K2026-10-21
CNB Bank
UNCHANGED54754700%$29.1K$33.6K+$4.6K2026-11-09
Moisand Fitzgerald Tamayo, LLC
NEW520—+520——$32.0K—2026-10-15
Birchwood Financial Partners, Inc.
NEW520—+520——$32.0K—2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED516464+52+11%$24.6K$31.7K+$7.1K2026-11-04
Pacifica Partners Inc.
INCREASED516490+26+5%$26.1K$32.3K+$6.3K2026-10-09
MilWealth Group LLC
UNCHANGED51251200%$27.2K$31.5K+$4.3K2026-11-02
Strengthening Families & Communities, LLC
INCREASED507504+3+1%$26.8K$31.2K+$4.4K2026-10-21
Gables Capital Management Inc.
UNCHANGED50650600%$26.9K$31.1K+$4.2K2026-11-04
Compass Wealth Management LLC
NEW480—+480——$29.5K—2026-10-22
Valley Wealth Managers, Inc.
DECREASED469663-194-29%$35.2K$28.8K-$6.4K2026-10-09
Proathlete Wealth Management LLC
INCREASED451292+159+54%$15.6K$27.7K+$12.2K2026-10-15
Kingdom Financial Group Llc.
DECREASED436462-26-6%$24.5K$26.8K+$2.3K2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED433495-62-13%$26.3K$26.6K+$3412026-10-15
Clearstead Trust, LLC
NEW430—+430——$26.4K—2026-11-06
LFA - Lugano Financial Advisors SA
NEW429—+429——$26.4K—2026-11-03
Reap Financial Group, LLC
DECREASED418433-15-3%$23.0K$25.7K+$2.7K2026-11-02
Berbice Capital Management LLC
NEW400—+400——$24.6K—2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED400300+100+33%$15.9K$24.6K+$8.7K2026-10-16
Q Fund Management (Hong Kong) Ltd
UNCHANGED40040000%$21.2K$24.6K+$3.4K2026-10-14
Clayton Financial Group LLC
NEW383—+383——$23.6K—2026-10-13
Versant Capital Management, Inc
INCREASED382180+202+112%$9.6K$23.5K+$13.9K2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED37837800%$20.1K$23.2K+$3.2K2026-10-15
Citizens National Bank Trust Department
UNCHANGED36036000%$19.1K$22.1K+$3.0K2026-11-04
Clean Yield Group
INCREASED350348+2+1%$18.5K$21.5K+$3.0K2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED346222+124+56%$11.8K$21.3K+$9.5K2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED32832800%$17.4K$20.1K+$2.7K2026-11-03
Aspect Partners, LLC
INCREASED326126+200+159%$6.7K$20.1K+$13.4K2026-10-20
Ashurst Perkins Coie Trust Co
UNCHANGED31431400%$16.7K$19.3K+$2.6K2026-10-15
Your Advocates Ltd., LLP
UNCHANGED30030000%$15.9K$18.5K+$2.5K2026-11-03
True Wealth Design, LLC
UNCHANGED30030000%$15.9K$18.5K+$2.5K2026-10-13
Avion Wealth
INCREASED298297+1+0%$15$18+$32026-11-04
Midwest Capital Advisors, LLC
UNCHANGED29529500%$15.6K$18.1K+$2.5K2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED28028000%$14.9K$17.2K+$2.3K2026-10-07
MH & Associates Securities Management Corp
UNCHANGED28028000%$14.9K$17.2K+$2.3K2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED26026000%$13.8K$16.0K+$2.2K2026-10-20
Montgomery Financial Services LLC
INCREASED259258+1+0%$13.7K$15.9K+$2.3K2026-11-03
IMG Wealth Management, Inc.
INCREASED258257+1+0%$13.6K$15.9K+$2.2K2026-10-27
Beacon Financial Strategies Corp
NEW255—+255——$15.7K—2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED25425400%$13.5K$15.6K+$2.1K2026-10-14
Vermillion Wealth Management, Inc.
DECREASED233618-385-62%$32.8K$14.4K-$18.4K2026-10-26
Nvest Wealth Strategies, Inc.
UNCHANGED23023000%$12.2K$14.1K+$1.9K2026-10-14
First Pacific Financial
INCREASED228107+121+113%$5.7K$14.0K+$8.3K2026-10-14
Greykasell Wealth Strategies, Inc.
INCREASED221220+1+0%$11.7K$13.6K+$1.9K2026-11-09
Chapman Financial Group, LLC
UNCHANGED22022000%$11.7K$13.5K+$1.8K2026-10-26
DiNuzzo Private Wealth, Inc.
INCREASED206154+52+34%$8.2K$12.7K+$4.5K2026-10-16
North Point Portfolio Managers Corp
NEW200—+200——$12.3K—2026-10-07
Jnba Financial Advisors
NEW200—+200——$12.3K—2026-11-03
Summit Securities Group LLC
DECREASED200500-300-60%$26.6K$12.3K-$14.3K2026-11-05
James T. Borello RIA
NEW191—+191——$11.7K—2026-10-16
First Premier Bank
UNCHANGED19119100%$10$12+$22026-10-13
Tounjian Advisory Partners, LLC
INCREASED18213+169+1300%$689$11.2K+$10.5K2026-11-04
City State Bank
UNCHANGED18018000%$9.6K$11.1K+$1.5K2026-10-20
Planning Strategies Inc.
INCREASED177176+1+1%$9.4K$10.9K+$1.5K2026-10-02
New England Capital Financial Advisors LLC
NEW175—+175——$10.8K—2026-11-03
Wolff Wiese Magana LLC
UNCHANGED17117100%$9.1K$10.5K+$1.5K2026-10-15
Go Invest LLC
INCREASED164115+49+43%$6.1K$10.1K+$4.0K2026-10-09
Hurley Capital, LLC
INCREASED158157+1+1%$8.4K$9.7K+$1.4K2026-11-05
Y.D. More Investments Ltd
DECREASED1542,154-2,000-93%$114.4K$9.5K-$104.9K2026-11-02
Acumen Wealth Advisors, LLC
UNCHANGED15015000%$8.0K$9.2K+$1.3K2026-11-05
GoalVest Advisory LLC
DECREASED146306-160-52%$16.3K$9.0K-$7.3K2026-10-02
Eukles Asset Management
UNCHANGED14414400%$7.6K$8.9K+$1.2K2026-11-04
Asset Dedication, LLC
DECREASED140144-4-3%$7.7K$8.6K+$9572026-11-03
Arlington Trust Co LLC
UNCHANGED13613600%$7.2K$8.4K+$1.1K2026-10-20
Bank & Trust Co
UNCHANGED13413400%$7.1K$8.2K+$1.1K2026-10-07
Piscataqua Savings Bank
UNCHANGED13013000%$6.9K$8.0K+$1.1K2026-10-21
Transce3nd, LLC
INCREASED12232+90+281%$1.8K$8.3K+$6.6K2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED11611600%$6.2K$7.1K+$9732026-10-30
Private Wealth Management Group, LLC
DECREASED110258-148-57%$13.7K$6.8K-$6.9K2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED11011000%$5.8K$6.8K+$9222026-10-15
American Capital Advisory, LLC
UNCHANGED10610600%$5.6K$6.5K+$8892026-10-28
First Financial Corp
NEW88—+88——$5.4K—2026-10-13
Mosley Wealth Management
INCREASED8685+1+1%$4.5K$5.7K+$1.2K2026-10-16
Miller Global Investments, LLC
UNCHANGED838300%$4.4K$5.1K+$6972026-10-02
Bell Investment Advisors, Inc
NEW80—+80——$4.9K—2026-10-29
Lynch Investment Planning, LLC
NEW70—+70——$4.3K—2026-10-27
McCarley & Cook Financial Planners
UNCHANGED696900%$3.7K$4.2K+$5792026-10-21
Kozak & Associates, Inc.
UNCHANGED686800%$3.6K$4.7K+$1.1K2026-10-29
Community Financial Services Group, LLC
UNCHANGED686800%$3.6K$4.3K+$6732026-10-15
Advanced Asset Management Advisors Inc
UNCHANGED505000%$2.7K$3.1K+$4192026-10-20
Morton Brown Family Wealth, LLC
NEW39—+39——$2.4K—2026-10-23
DecisionPoint Financial, LLC
NEW33—+33——$2.1K—2026-10-27
WestEnd Advisors, LLC
DECREASED32971-939-97%$51.6K$2.0K-$49.6K2026-10-27
Rydar Equities, Inc.
NEW30—+30——$1.9K—2026-10-13
TFC Financial Management, Inc.
NEW28—+28——$1.7K—2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED282800%$1.5K$1.7K+$2352026-10-28
Mechanics Financial Corp
UNCHANGED242400%$1.3K$1.5K+$2012026-11-05
Wealth Analytics Partners, LLC
NEW22—+22——$1.4K—2026-10-19
Arvest Investments, Inc.
UNCHANGED212100%$1.1K$1.3K+$1762026-10-21
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED181800%$956$1.1K+$1512026-11-10
Rice Partnership, LLC
NEW14—+14——$861—2026-11-09
Valued Wealth Advisors LLC
UNCHANGED9900%$463$536+$732026-11-05
RHL Group, LLC
NEW3—+3——$185—2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED2200%$106$123+$172026-10-06
Imc-Chicago, LLC
CLOSED0317,947-317,947-100%$16.9M$0-$16.9M2026-11-05
Cooper Capital Advisors LLC
CLOSED0144,420-144,420-100%$7.7M$0-$7.7M2026-10-29
Scarborough Advisors, LLC
CLOSED0132,843-132,843-100%$7.6M$0-$7.6M2026-10-16
Turn8 Private Wealth Inc.
CLOSED080,760-80,760-100%$4.6M$0-$4.6M2026-11-05
SBI Okasan Asset Management Co.Ltd.
CLOSED079,575-79,575-100%$4.3M$0-$4.3M2026-11-10
Cornerstone Wealth Group, LLC
CLOSED070,810-70,810-100%$3.8M$0-$3.8M2026-11-02
CFC Planning Co LLC
CLOSED047,368-47,368-100%$2.5M$0-$2.5M2026-10-28
Iyo Bank, Ltd.
CLOSED033,949-33,949-100%$1.8M$0-$1.8M2026-11-10
Cabana LLC
CLOSED025,829-25,829-100%$1.4M$0-$1.4M2026-11-04
King Luther Capital Management Corp
CLOSED015,907-15,907-100%$844.8K$0-$844.8K2026-11-05
Blue Capital, Inc.
CLOSED014,692-14,692-100%$780.3K$0-$780.3K2026-10-13
Arlington Capital Management Inc
CLOSED013,602-13,602-100%$722.4K$0-$722.4K2026-10-30
Loudon Investment Management, LLC
CLOSED013,215-13,215-100%$701.8K$0-$701.8K2026-11-06
TrustWell Financial Advisors, LLC
CLOSED013,066-13,066-100%$693.9K$0-$693.9K2026-10-15
Capstone Wealth Management Group, LLC
CLOSED012,218-12,218-100%$648.9K$0-$648.9K2026-11-05
Beam Wealth Advisors, Inc.
CLOSED010,826-10,826-100%$575.0K$0-$575.0K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED010,012-10,012-100%$531.7K$0-$531.7K2026-10-14
Nine Masts Capital Ltd
CLOSED09,796-9,796-100%$520.3K$0-$520.3K2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED09,546-9,546-100%$507.0K$0-$507.0K2026-10-14
Teamwork Financial Advisors, LLC
CLOSED08,490-8,490-100%$450.9K$0-$450.9K2026-10-19
Confluence Wealth Services, Inc.
CLOSED08,187-8,187-100%$434.8K$0-$434.8K2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
CLOSED07,983-7,983-100%$424.0K$0-$424.0K2026-11-02
BCS Private Wealth Management, Inc.
CLOSED07,695-7,695-100%$408.7K$0-$408.7K2026-11-09
Wealth Group, Ltd.
CLOSED05,882-5,882-100%$312.0K$0-$312.0K2026-10-30
Cardinal Point Capital Management ULC
CLOSED05,796-5,796-100%$307.8K$0-$307.8K2026-10-21
Walkner Condon Financial Advisors LLC
CLOSED05,738-5,738-100%$304.7K$0-$304.7K2026-11-02
Unique Wealth, LLC
CLOSED05,675-5,675-100%$301.4K$0-$301.4K2026-10-16
KPP Advisory Services LLC
CLOSED05,623-5,623-100%$298.6K$0-$298.6K2026-10-26
Avestar Capital, LLC
CLOSED05,277-5,277-100%$280.3K$0-$280.3K2026-10-28
Summit Financial Consulting LLC
CLOSED05,163-5,163-100%$274.2K$0-$274.2K2026-10-15
Grant Private Wealth Management Inc
CLOSED04,305-4,305-100%$228.6K$0-$228.6K2026-10-19
CLG LLC
CLOSED04,277-4,277-100%$227.2K$0-$227.2K2026-10-13
Coastline Trust Co
CLOSED04,272-4,272-100%$226.9K$0-$226.9K2026-10-01
White Lighthouse Investment Management Inc.
CLOSED04,260-4,260-100%$226.2K$0-$226.2K2026-10-21
Truefg, LLC
CLOSED04,246-4,246-100%$225.5K$0-$225.5K2026-10-15
Saxon Interests, Inc.
CLOSED04,065-4,065-100%$215.9K$0-$215.9K2026-10-26
AtlasMark Financial, Inc
CLOSED03,855-3,855-100%$204.8K$0-$204.8K2026-10-13
Eagle Global Advisors LLC
CLOSED03,800-3,800-100%$201.8K$0-$201.8K2026-11-02
SmartHarvest Portfolios, LLC
CLOSED03,778-3,778-100%$200.7K$0-$200.7K2026-10-26
Serenity Investment Advisors
CLOSED03,420-3,420-100%$218.0K$0-$218.0K2026-10-30
Park Place Capital Corp
CLOSED02,896-2,896-100%$153.8K$0-$153.8K2026-11-09
Commonwealth Retirement Investments LLC
CLOSED02,684-2,684-100%$142.5K$0-$142.5K2026-10-26
Founders Capital Management
CLOSED02,565-2,565-100%$136.2K$0-$136.2K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,208-2,208-100%$117.3K$0-$117.3K2026-10-14
Gill Capital Partners, LLC
CLOSED01,894-1,894-100%$100.6K$0-$100.6K2026-10-13
Bullseye Investment Management, LLC
CLOSED01,720-1,720-100%$91.3K$0-$91.3K2026-10-29
LifeSteps Financial, Inc.
CLOSED01,024-1,024-100%$54.4K$0-$54.4K2026-10-15
Albion Financial Group
CLOSED0597-597-100%$31.7K$0-$31.7K2026-10-21
Obsidian CIO, LLC
CLOSED0562-562-100%$29.8K$0-$29.8K2026-11-05
Raleigh Capital Management Inc.
CLOSED0516-516-100%$27.4K$0-$27.4K2026-10-28
Wellington Grp LLC
CLOSED0512-512-100%$31.4K$0-$31.4K2026-11-06
Midway Capital Research & Management
CLOSED0500-500-100%$26.6K$0-$26.6K2026-10-20
Stone House Investment Management, LLC
CLOSED0380-380-100%$20.2K$0-$20.2K2026-10-23
Newton One Investments LLC
CLOSED0200-200-100%$10.6K$0-$10.6K2026-10-14
Robinswood Financial LLC
CLOSED0170-170-100%$9.1K$0-$9.1K2026-10-20
Brooklyn FI, LLC
CLOSED0157-157-100%$9.3K$0-$9.3K2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED0136-136-100%$7.2K$0-$7.2K2026-10-29
Fairway Wealth LLC
CLOSED0120-120-100%$6.4K$0-$6.4K2026-10-30
Lloyd Advisory Services, Llc.
CLOSED060-60-100%$3.2K$0-$3.2K2026-11-02
3Chopt Investment Partners, LLC
CLOSED040-40-100%$2.1K$0-$2.1K2026-10-30
Atwood & Palmer Inc
CLOSED011-11-100%$585$0-$5852026-10-08
Hyposwiss Advisors SA
CLOSED000—$0$0$02026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$303.3K$326.4K+$23.1K2026-10-29
Bank of America Corp
N/A—53,253,223-53,253,223-100%$2.8B———
Morgan Stanley
N/A—29,181,455-29,181,455-100%$1.5B———
Goldman Sachs Group Inc
N/A—18,568,423-18,568,423-100%$986.2M———
JPMorgan Chase & Co
N/A—18,527,307-18,527,307-100%$992.7M———
Wells Fargo & Company
N/A—17,004,305-17,004,305-100%$903.1M———
UBS Group AG
N/A—11,619,663-11,619,663-100%$617.1M———
Envestnet Asset Management Inc
N/A—7,561,300-7,561,300-100%$401.6M———
Ameriprise Financial Inc
N/A—7,547,004-7,547,004-100%$401.1M———
D. E. Shaw & Co., Inc.
N/A—7,531,605-7,531,605-100%$400.0M———
Royal Bank of Canada
N/A—6,938,422-6,938,422-100%$368.5M———
Menora Mivtachim Holdings Ltd.
N/A—6,891,100-6,891,100-100%$366.0M———
Raymond James Financial Inc
N/A—6,032,809-6,032,809-100%$320.4M———
Two Sigma Investments, LP
N/A—5,819,502-5,819,502-100%$309.1M———
Caxton Associates LLP
N/A—4,432,763-4,432,763-100%$235.4M———
Saudi Central Bank
N/A—4,321,004-4,321,004-100%$249.2M———
Osaic Holdings, Inc.
N/A—4,027,798-4,027,798-100%$213.9M———
BNP Paribas Financial Markets
N/A—3,610,313-3,610,313-100%$191.7M———
Susquehanna International Group, LLP
N/A—3,008,433-3,008,433-100%$159.8M———
Main Management Fund Advisors LLC
N/A—2,802,700-2,802,700-100%$148.9M———
Millennium Management LLC
N/A—2,693,397-2,693,397-100%$143.0M———
Charles Schwab Investment Management Inc
N/A—2,657,590-2,657,590-100%$141.1M———
Jane Street Group, LLC
N/A—2,652,560-2,652,560-100%$140.9M———
Cetera Investment Advisers
N/A—2,535,993-2,535,993-100%$134.7M———
Stifel Financial Corp
N/A—2,263,630-2,263,630-100%$120.2M———
HSBC Holdings PLC
N/A—2,237,385-2,237,385-100%$119.6M———
Northern Trust Corp
N/A—2,106,774-2,106,774-100%$111.9M———
Citadel Advisors LLC
N/A—2,031,148-2,031,148-100%$107.9M———
Qube Research & Technologies Ltd
N/A—2,002,260-2,002,260-100%$106.3M———
CIBC World Market Inc.
N/A—1,985,004-1,985,004-100%$105.4M———
Focus Partners Wealth
N/A—1,955,523-1,955,523-100%$103.9M———
MML Investors Services, LLC
N/A—1,953,117-1,953,117-100%$103.7M———
Main Management ETF Advisors, LLC
N/A—1,853,850-1,853,850-100%$98.5M———
State Street Corp
N/A—1,852,648-1,852,648-100%$98.4M———
Pgim Custom Harvest LLC
N/A—1,831,848-1,831,848-100%$97.3M———
Bank of Nova Scotia
N/A—1,529,567-1,529,567-100%$81.2M———
Rockefeller Capital Management L.P.
N/A—1,347,835-1,347,835-100%$71.6M———
Janney Montgomery Scott LLC
N/A—1,254,128-1,254,128-100%$66.6M———
EP Wealth Advisors, LLC
N/A—1,246,522-1,246,522-100%$66.2M———
Varma Mutual Pension Insurance Co
N/A—1,196,643-1,196,643-100%$63.6M———
Capstone Investment Advisors, LLC
N/A—1,164,746-1,164,746-100%$61.9M———
Baird Financial Group, Inc.
N/A—1,064,108-1,064,108-100%$56.5M———
Cerity Partners LLC
N/A—1,024,331-1,024,331-100%$54.4M———
Jump Financial, LLC
N/A—934,555-934,555-100%$49.6M———
Mercer Global Advisors Inc
N/A—932,699-932,699-100%$49.5M———
Jones Financial Companies Lllp
N/A—913,890-913,890-100%$49.2M———
BlackRock, Inc.
N/A—858,575-858,575-100%$45.6M———
Renaissance Technologies LLC
N/A—832,534-832,534-100%$44.2M———
Blue Chip Partners, LLC
N/A—768,144-768,144-100%$40.8M———
Tocqueville Asset Management L.P.
N/A—762,726-762,726-100%$40.5M———
Walleye Trading LLC
N/A—761,254-761,254-100%$40.4M———
Schroder Investment Management Group
N/A—714,341-714,341-100%$38.3M———
Affinity Wealth Management LLC
N/A—708,338-708,338-100%$37.6M———
Steward Partners Investment Advisory, LLC
N/A—700,172-700,172-100%$37.2M———
NewEdge Advisors, LLC
N/A—683,316-683,316-100%$36.3M———
RiverFront Investment Group, LLC
N/A—661,611-661,611-100%$35.1M———
HRT Financial LP
N/A—649,974-649,974-100%$34.5M———
Sanctuary Advisors, LLC
N/A—644,258-644,258-100%$34.2M———
Benjamin Edwards Inc
N/A—641,631-641,631-100%$34.1M———
Cresset Asset Management, LLC
N/A—623,408-623,408-100%$33.1M———
Captrust Financial Advisors
N/A—610,935-610,935-100%$32.4M———
Modern Wealth Management, LLC
N/A—574,550-574,550-100%$30.5M———
Northwestern Mutual Wealth Management Co
N/A—574,479-574,479-100%$30.5M———
Private Advisor Group, LLC
N/A—553,518-553,518-100%$29.4M———
Mariner, LLC
N/A—549,699-549,699-100%$29.2M———
Cadence Wealth Management LLC
N/A—537,917-537,917-100%$28.6M———
Peapack Gladstone Financial Corp
N/A—513,078-513,078-100%$27.3M———
Marshall Wace, LLP
N/A—510,131-510,131-100%$27.1M———
Toronto Dominion Bank
N/A—508,597-508,597-100%$27.0M———
AE Wealth Management LLC
N/A—503,748-503,748-100%$26.8M———
PJT Investments Corp.
N/A—498,205-498,205-100%$26.5M———
Brown Advisory Inc
N/A—488,480-488,480-100%$25.9M———
Schonfeld Strategic Advisors LLC
N/A—473,263-473,263-100%$25.1M———
Van Eck Associates Corp
N/A—453,174-453,174-100%$24.1M———
CTC LLC
N/A—451,784-451,784-100%$24.2M———
Potomac Fund Management Inc
N/A—444,100-444,100-100%$23.6M———
SG Americas Securities, LLC
N/A—432,483-432,483-100%$23.0M———
Banco BTG Pactual S.A.
N/A—431,202-431,202-100%$22.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—428,299-428,299-100%$22.7M———
Unisphere Establishment
N/A—400,000-400,000-100%$21.2M———
Pathstone Holdings, LLC
N/A—389,202-389,202-100%$20.7M———
Equitable Holdings, Inc.
N/A—384,998-384,998-100%$20.4M———
MAI Capital Management
N/A—382,286-382,286-100%$20.3M———
Main Management LLC
N/A—379,701-379,701-100%$20.2M———
&partners
N/A—363,667-363,667-100%$19.3M———
Passaic Partners LLC
N/A—357,183-357,183-100%$19.0M———
Franklin Resources Inc
N/A—352,565-352,565-100%$18.7M———
Graham Capital Management, L.P.
N/A—350,000-350,000-100%$18.6M———
Quantitative Investment Management, LLC
N/A—349,786-349,786-100%$18.6M———
Peak Retirement Planning, Inc.
N/A—329,503-329,503-100%$17.5M———
Integrated Wealth Concepts LLC
N/A—320,394-320,394-100%$17.0M———
Landscape Capital Management, L.L.C.
N/A—316,068-316,068-100%$16.8M———
Advisory Services Network, LLC
N/A—303,902-303,902-100%$16.1M———
Arax Advisory Partners
N/A—300,296-300,296-100%$15.9M———
BlueStem Wealth Partners, LLC
N/A—295,001-295,001-100%$15.7M———
Advisory Alpha, LLC
N/A—283,956-283,956-100%$15.1M———
Proficio Capital Partners LLC
N/A—267,530-267,530-100%$14.2M———
Waverly Advisors, LLC
N/A—260,263-260,263-100%$13.8M———
Beacon Pointe Advisors, LLC
N/A—259,658-259,658-100%$13.8M———
OneDigital Investment Advisors LLC
N/A—256,949-256,949-100%$13.6M———
Fielder Capital Group LLC
N/A—256,177-256,177-100%$13.6M———
Maven Securities LTD
N/A—249,455-249,455-100%$13.2M———
Ethos Financial Group, LLC
N/A—247,104-247,104-100%$14.5M———
University of Illinois Foundation
N/A—240,404-240,404-100%$12.8M———
Concord Investment Counsel Inc.
N/A—238,584-238,584-100%$12.7M———
Quantinno Capital Management LP
N/A—237,721-237,721-100%$12.6M———
Hudson Bay Capital Management LP
N/A—232,900-232,900-100%$12.4M———
Deeter Investments LLP
N/A—230,500-230,500-100%$12.2M———
Wealth Advisors of Iowa, LLC
N/A—227,164-227,164-100%$12.1M———
Fiduciary Group, LLC
N/A—226,899-226,899-100%$12.1M———
Dakota Wealth Management
N/A—221,336-221,336-100%$11.8M———
CreativeOne Wealth, LLC
N/A—212,119-212,119-100%$11.3M———
AQR Capital Management LLC
N/A—211,843-211,843-100%$11.3M———
Prudent Investors Network, Inc.
N/A—210,982-210,982-100%$11.2M———
Winton Group Ltd
N/A—210,863-210,863-100%$11.2M———
Granger Management LLC
N/A—205,946-205,946-100%$10.9M———
Partners Capital Investment Group, LLP
N/A—205,262-205,262-100%$10.9M———
JBF Capital, Inc.
N/A—200,000-200,000-100%$10.6M———
Arkadios Wealth Advisors
N/A—198,251-198,251-100%$10.5M———
Point72 Asset Management, L.P.
N/A—194,861-194,861-100%$10.3M———
Pinnacle Financial Partners, Inc.
N/A—192,568-192,568-100%$10.2M———
Ausdal Financial Partners, Inc.
N/A—189,623-189,623-100%$10.1M———
Concentric Capital Strategies, LP
N/A—188,488-188,488-100%$10.0M———
Cerity Partners Ocio LLC
N/A—186,996-186,996-100%$9.9M———
Foundations Investment Advisors, LLC
N/A—183,749-183,749-100%$9.8M———
Vickerman Investment Advisors, Inc.
N/A—182,273-182,273-100%$9.7M———
GTS Securities LLC
N/A—176,367-176,367-100%$9.4M———
Hilltop Holdings Inc.
N/A—174,973-174,973-100%$9.3M———
Verition Fund Management LLC
N/A—171,216-171,216-100%$9.1M———
Glenmede Trust Co NA
N/A—171,152-171,152-100%$9.1M———
Gotham Asset Management, LLC
N/A—167,707-167,707-100%$8.9M———
Kiker Wealth Management, LLC
N/A—159,977-159,977-100%$8.5M———
Tudor Investment Corp ET AL
N/A—158,803-158,803-100%$8.4M———
J. Goldman & Co LP
N/A—155,153-155,153-100%$8.2M———
Summit Financial, LLC
N/A—151,986-151,986-100%$8.1M———
Swan Global Investments, LLC
N/A—149,961-149,961-100%$8.0M———
Matrix Private Capital Group LLC
N/A—144,817-144,817-100%$7.7M———
Thomasville National Bank
N/A—143,201-143,201-100%$7.6M———
Black Swift Group, LLC
N/A—141,412-141,412-100%$7.5M———
Kingsview Wealth Management, LLC
N/A—141,338-141,338-100%$7.5M———
Sequoia Financial Advisors, LLC
N/A—141,274-141,274-100%$7.5M———
D L Carlson Investment Group Inc
N/A—141,025-141,025-100%$7.5M———
Commerce Bank
N/A—140,399-140,399-100%$7.5M———
Novare Capital Management LLC
N/A—139,668-139,668-100%$7.4M———
Sharp Wealth Advisory, LLC
N/A—136,380-136,380-100%$7.2M———
January Capital Advisors LLC
N/A—133,886-133,886-100%$7.1M———
Mutual Advisors, LLC
N/A—129,047-129,047-100%$6.9M———
Capital Fund Management S.A.
N/A—128,950-128,950-100%$6.8M———
UBS Asset Management Americas LLC
N/A—128,821-128,821-100%$6.8M———
Jaffetilchin Investment Partners, LLC
N/A—125,423-125,423-100%$6.7M———
Ameritas Advisory Services, LLC
N/A—116,232-116,232-100%$6.2M———
Virtu Financial LLC
N/A—115,541-115,541-100%$6.1M———
Advyzon Investment Management, LLC
N/A—112,857-112,857-100%$6.0M———
One Wealth Map LLC
N/A—112,418-112,418-100%$6.6M———
NorthRock Partners, LLC
N/A—112,406-112,406-100%$6.0M———
Bleakley Financial Group, LLC
N/A—111,775-111,775-100%$5.9M———
OneAscent Family Office, LLC
N/A—110,315-110,315-100%$5.9M———
Harbour Wealth Management Group, Inc.
N/A—110,291-110,291-100%$5.9M———
Bank of the Bluegrass & Trust Co.
N/A—108,172-108,172-100%$6.7M———
Envestnet Portfolio Solutions, Inc.
N/A—107,973-107,973-100%$5.7M———
United Capital Financial Advisors, LLC
N/A—107,101-107,101-100%$5.7M———
IHT Wealth Management, LLC
N/A—103,750-103,750-100%$5.5M———
Roundview Capital LLC
N/A—102,747-102,747-100%$5.5M———
Aptus Capital Advisors, LLC
N/A—101,830-101,830-100%$5.4M———
World Investment Advisors
N/A—101,393-101,393-100%$5.7M———
Global Retirement Partners, LLC
N/A—100,035-100,035-100%$5.3M———
Caption Management, LLC
N/A—99,516-99,516-100%$5.3M———
Snowden Capital Advisors LLC
N/A—99,051-99,051-100%$5.3M———
Principal Securities, Inc.
N/A—97,683-97,683-100%$5.2M———
Jupiter Wealth Management LLC
N/A—96,962-96,962-100%$5.1M———
Maridea Wealth Management LLC
N/A—94,059-94,059-100%$5.0M———
Regal Investment Advisors LLC
N/A—92,183-92,183-100%$4.9M———
Gateway Wealth Partners, LLC
N/A—90,956-90,956-100%$4.8M———
Stephens Inc
N/A—89,619-89,619-100%$4.8M———
Stillwater Capital Advisors, LLC
N/A—89,601-89,601-100%$4.8M———
IEQ Capital, LLC
N/A—88,666-88,666-100%$4.7M———
Balyasny Asset Management L.P.
N/A—88,090-88,090-100%$4.7M———
CIBC Bancorp USA Inc.
N/A—87,406-87,406-100%$4.6M———
Kovack Advisors, Inc.
N/A—86,373-86,373-100%$4.6M———
Horizon Investments, LLC
N/A—86,355-86,355-100%$4.6M———
Madison Asset Management, LLC
N/A—85,919-85,919-100%$4.6M———
Johnson Investment Counsel Inc
N/A—84,213-84,213-100%$4.5M———
Chicago Wealth Management, Inc.
N/A—83,157-83,157-100%$4.4M———
Pettyjohn, Wood & White, Inc
N/A—83,116-83,116-100%$4.4M———
RH Tailwind Management, LLC
N/A—83,000-83,000-100%$4.4M———
M3 Advisory Group, LLC
N/A—82,874-82,874-100%$4.4M———
1607 Capital Partners, LLC
N/A—82,740-82,740-100%$4.4M———
Headlands Technologies LLC
N/A—81,995-81,995-100%$4.4M———
Valor Advisors LLC
N/A—81,790-81,790-100%$4.3M———
Performance Wealth Partners, LLC
N/A—81,626-81,626-100%$4.3M———
Alliancebernstein L.P.
N/A—80,981-80,981-100%$5.0M———
Mmbg Investment Advisors Co.
N/A—80,460-80,460-100%$4.3M———
North Star Asset Management Inc
N/A—79,852-79,852-100%$4.2M———
Strategic Financial Partners, Ltd.
N/A—79,834-79,834-100%$4.2M———
Private Wealth Advisors, LLC
N/A—79,583-79,583-100%$4.2M———
Ancora Advisors LLCA
N/A—77,622-77,622-100%$4.1M———
Retirement Planning Group, LLC / NY
N/A—77,317-77,317-100%$4.1M———
Financial Sense Advisors, Inc.
N/A—77,086-77,086-100%$4.1M———
First Trust Advisors LP
N/A—77,073-77,073-100%$4.1M———
Alphadyne Asset Management LP
N/A—76,132-76,132-100%$4.0M———
Edmond de Rothschild Holding S.A.
N/A—75,525-75,525-100%$4.0M———
Boston Research & Management Inc
N/A—74,398-74,398-100%$4.0M———
Asset Management Group, Inc.
N/A—74,255-74,255-100%$3.9M———
Manufacturers Life Insurance Company, the
N/A—70,856-70,856-100%$3.8M———
Vestmark Advisory Solutions, Inc.
N/A—70,747-70,747-100%$3.8M———
Wealthspire Advisors, LLC
N/A—70,591-70,591-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—70,551-70,551-100%$3.7M———
Cauble & Harre Wealth Management, Inc.
N/A—70,238-70,238-100%$3.7M———
Stratos Wealth Partners, Ltd.
N/A—67,756-67,756-100%$3.6M———
LOM Asset Management Ltd
N/A—67,552-67,552-100%$3.6M———
Allred Capital Management, LLC
N/A—67,255-67,255-100%$3.6M———
Intellectus Partners, LLC
N/A—66,618-66,618-100%$3.5M———
Credit Industriel ET Commercial
N/A—65,747-65,747-100%$3.5M———
Fortress Private Ledger, LLC
N/A—65,685-65,685-100%$3.5M———
Spirepoint Private Client, LLC
N/A—65,483-65,483-100%$3.5M———
Transamerica Financial Advisors, LLC
N/A—65,451-65,451-100%$3.5M———
O'shaughnessy Asset Management, LLC
N/A—64,832-64,832-100%$3.4M———
Keystone Financial Group
N/A—63,859-63,859-100%$3.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—63,098-63,098-100%$3.4M———
Evercore Wealth Management, LLC
N/A—63,004-63,004-100%$3.3M———
Optiver Holding B.V.
N/A—61,818-61,818-100%$3.3M———
Greenline Partners, LLC
N/A—60,401-60,401-100%$3.2M———
Knollwood Investment Advisory, LLC
N/A—59,440-59,440-100%$3.2M———
Fidelis Capital Partners, LLC
N/A—58,563-58,563-100%$3.1M———
Simmons Bank
N/A—58,391-58,391-100%$3.1M———
Insigneo Advisory Services, LLC
N/A—57,191-57,191-100%$3.0M———
Cape COD Five Cents Savings Bank
N/A—56,583-56,583-100%$3.0M———
Centiva Capital, LP
N/A—56,476-56,476-100%$3.0M———
Petix & Botte Co
N/A—56,424-56,424-100%$3.0M———
DV Trading LLC
N/A—55,796-55,796-100%$3.0M———
Capital Wealth Planning, LLC
N/A—55,769-55,769-100%$3.0M———
Aft, Forsyth & Sober, LLC
N/A—55,150-55,150-100%$3.4M———
Hancock Whitney Corp
N/A—54,984-54,984-100%$2.9M———
Rothschild Capital Partners, LLC
N/A—52,848-52,848-100%$2.8M———
XTX Topco Ltd
N/A—52,722-52,722-100%$2.8M———
Huntington National Bank
N/A—52,680-52,680-100%$2.8M———
NewEdge Wealth, LLC
N/A—52,488-52,488-100%$2.8M———
Panoramic Investment Advisors, LLC
N/A—52,133-52,133-100%$2.8M———
Planwiser Financial, LLC
N/A—51,665-51,665-100%$2.7M———
Prudential Financial Inc
N/A—50,000-50,000-100%$2.7M———
Susquehanna Advisors Group, Inc.
N/A—50,000-50,000-100%$2.7M———
Northstar Advisory Group, LLC
N/A—49,949-49,949-100%$2.7M———
Hollencrest Capital Management
N/A—49,766-49,766-100%$2.6M———
Neuberger Berman Group LLC
N/A—49,456-49,456-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—47,704-47,704-100%$2.5M———
PFG Investments, LLC
N/A—47,696-47,696-100%$2.5M———
Transcend Capital Advisors, LLC
N/A—47,205-47,205-100%$2.5M———
Jennison Associates LLC
N/A—46,878-46,878-100%$2.5M———
Oversea-Chinese Banking Corp Ltd
N/A—46,760-46,760-100%$2.5M———
Tidal Investments LLC
N/A—46,152-46,152-100%$2.5M———
Vident Advisory, LLC
N/A—45,600-45,600-100%$2.4M———
Meiji Yasuda Life Insurance Co
N/A—45,517-45,517-100%$2.4M———
Atlantic Union Bankshares Corp
N/A—45,357-45,357-100%$2.4M———
Whittier Trust Co
N/A—44,981-44,981-100%$2.4M———
Bluespring Wealth Management, LLC
N/A—44,282-44,282-100%$2.4M———
Estate Counselors, LLC
N/A—43,690-43,690-100%$2.3M———
Engineers Gate Manager LP
N/A—43,342-43,342-100%$2.3M———
CTC Alternative Strategies, Ltd.
N/A—43,215-43,215-100%$2.3M———
Fullerton Fund Management Co Ltd.
N/A—42,800-42,800-100%$2.3M———
Frisch Financial Group, Inc.
N/A—42,676-42,676-100%$2.3M———
Venturi Wealth Management, LLC
N/A—42,205-42,205-100%$2.2M———
ExodusPoint Capital Management, LP
N/A—42,200-42,200-100%$2.2M———
Two Sigma Securities, LLC
N/A—42,002-42,002-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—41,810-41,810-100%$2.2M———
Marex Group Ltd
N/A—41,460-41,460-100%$2.2M———
SCS Capital Management LLC
N/A—41,345-41,345-100%$2.2M———
GeoWealth Management, LLC
N/A—40,945-40,945-100%$2.2M———
Dorsey & Whitney Trust Co LLC
N/A—40,825-40,825-100%$2.2M———
BFC Planning, Inc.
N/A—40,359-40,359-100%$2.1M———
Camarda Financial Advisors, LLC
N/A—40,132-40,132-100%$2.1M———
Cladis Investment Advisory, LLC
N/A—39,795-39,795-100%$2.1M———
WCG Wealth Advisors LLC
N/A—39,778-39,778-100%$2.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—39,218-39,218-100%$2.1M———
Garden State Investment Advisory Services LLC
N/A—39,064-39,064-100%$2.1M———
Martin & Co Inc
N/A—38,518-38,518-100%$2.0M———
Natixis Advisors, LLC
N/A—38,503-38,503-100%$2.0M———
Legend Financial Advisors, Inc.
N/A—37,749-37,749-100%$2.0M———
LuminArx Capital Management LP
N/A—37,500-37,500-100%$2.0M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—37,030-37,030-100%$2.0M———
Okabena Investment Services Inc
N/A—36,561-36,561-100%$1.9M———
Cary Street Partners Financial LLC
N/A—36,446-36,446-100%$1.9M———
Cannell & Spears LLC
N/A—36,196-36,196-100%$1.9M———
Fiduciary Trust Co
N/A—36,006-36,006-100%$1.9M———
Joule Financial, LLC
N/A—35,964-35,964-100%$1.9M———
Guggenheim Capital LLC
N/A—35,882-35,882-100%$1.9M———
Chevy Chase Trust Holdings, LLC
N/A—35,363-35,363-100%$1.9M———
Private Capital Management, LLC
N/A—34,057-34,057-100%$1.8M———
Invst, LLC
N/A—33,812-33,812-100%$1.8M———
Calton & Associates, Inc.
N/A—33,786-33,786-100%$1.8M———
Centaurus Financial, Inc.
N/A—33,516-33,516-100%$1.8M———
National Philanthropic Trust
N/A—33,476-33,476-100%$1.8M———
Wexford Capital LP
N/A—33,138-33,138-100%$1.8M———
Tiff Advisory Services, LLC
N/A—32,671-32,671-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—32,508-32,508-100%$1.7M———
Perennial Investment Advisors, LLC
N/A—32,419-32,419-100%$1.7M———
Seeds Investor LLC
N/A—32,307-32,307-100%$1.7M———
Acorns Advisers, LLC
N/A—31,575-31,575-100%$1.7M———
First Manhattan Co. Llc.
N/A—31,528-31,528-100%$1.7M———
Fourth Dimension Wealth, LLC
N/A—31,324-31,324-100%$1.7M———
Syon Capital LLC
N/A—30,996-30,996-100%$1.6M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—30,969-30,969-100%$1.6M———
Becker Capital Management Inc
N/A—29,746-29,746-100%$1.6M———
Capital Analysts, LLC
N/A—29,315-29,315-100%$1.6M———
Smith, Moore & Co.
N/A—29,068-29,068-100%$1.5M———
SIH Partners, Lllp
N/A—29,000-29,000-100%$1.5M———
Monetary Management Group Inc
N/A—28,914-28,914-100%$1.5M———
Hilltop Partners LLC
N/A—27,911-27,911-100%$1.5M———
GWN Securities Inc.
N/A—27,549-27,549-100%$1.5M———
First National Bank of Omaha
N/A—27,502-27,502-100%$1.5M———
Crews Bank & Trust
N/A—27,401-27,401-100%$1.5M———
DeepCurrents Investment Group LLC
N/A—27,185-27,185-100%$1.4M———
Copia Wealth Management
N/A—27,058-27,058-100%$1.4M———
Capital Advisors Inc
N/A—26,792-26,792-100%$1.4M———
Mason Investment Advisory Services, Inc.
N/A—26,388-26,388-100%$1.4M———
Callan Family Office, LLC
N/A—26,259-26,259-100%$1.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—26,173-26,173-100%$1.4M———
Group One Trading LLC
N/A—26,043-26,043-100%$1.4M———
Cinctive Capital Management LP
N/A—26,040-26,040-100%$1.4M———
Keel Point, LLC
N/A—25,830-25,830-100%$1.4M———
Caprock Group, LLC
N/A—25,708-25,708-100%$1.4M———
Arkos Global Advisors
N/A—25,443-25,443-100%$1.4M———
Somerset Group LLC
N/A—25,164-25,164-100%$1.4M———
Ulysses Management LLC
N/A—25,000-25,000-100%$1.3M———
Wilson & Boucher Capital Management, LLC
N/A—24,903-24,903-100%$1.3M———
Evernest Financial Advisors, LLC
N/A—24,313-24,313-100%$1.3M———
Savvy Advisors, Inc.
N/A—24,220-24,220-100%$1.3M———
Betterment LLC
N/A—24,169-24,169-100%$1.3M———
LM Advisors LLC
N/A—23,517-23,517-100%$1.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—22,981-22,981-100%$1.2M———
BBR Partners, LLC
N/A—22,761-22,761-100%$1.2M———
X-Square Capital, LLC
N/A—22,703-22,703-100%$1.2M———
National Bank of Canada
N/A—22,628-22,628-100%$1.2M———
Lumbard & Kellner, LLC
N/A—22,364-22,364-100%$1.2M———
Legacy Wealth Advisors, LLC
N/A—22,348-22,348-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—22,222-22,222-100%$1.2M———
Rathbones Group PLC
N/A—22,211-22,211-100%$1.2M———
Pallas Capital Advisors LLC
N/A—22,083-22,083-100%$1.2M———
Audent Global Asset Management, LLC
N/A—21,456-21,456-100%$1.1M———
WNY Asset Management, LLC
N/A—21,378-21,378-100%$1.1M———
Everstar Asset Management, LLC
N/A—21,348-21,348-100%$1.1M———
Bradley Foster & Sargent Inc
N/A—21,270-21,270-100%$1.1M———
Whittier Trust Co of Nevada Inc
N/A—20,965-20,965-100%$1.1M———
Madison Wealth Partners, Inc
N/A—20,763-20,763-100%$1.1M———
L & S Advisors Inc
N/A—20,706-20,706-100%$1.1M———
Private Wealth Asset Management, LLC
N/A—20,006-20,006-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—19,939-19,939-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—19,894-19,894-100%$1.1M———
Haverford Trust Co
N/A—19,725-19,725-100%$1.0M———
Boothbay Fund Management, LLC
N/A—19,700-19,700-100%$1.0M———
Sequent Planning LLC
N/A—19,636-19,636-100%$1.0M———
Stamos Capital Partners, L.P.
N/A—19,630-19,630-100%$1.0M———
PeakShares LLC
N/A—19,340-19,340-100%$1.0M———
Stillwater Private Wealth, LLC
N/A—19,268-19,268-100%$1.2K———
Ameriflex Group, Inc.
N/A—19,262-19,262-100%$1.0M———
Innovative Asset Advisors Group, LLC
N/A—19,231-19,231-100%$1.0M———
TRB Wealth Management, LLC
N/A—19,044-19,044-100%$1.0M———
Marble Wealth, LLC
N/A—18,658-18,658-100%$990.9K———
Quantbot Technologies LP
N/A—18,634-18,634-100%$989.7K———
Resurgent Financial Advisors LLC
N/A—18,398-18,398-100%$977.1K———
Wood Tarver Financial Group, LLC
N/A—17,793-17,793-100%$945.0K———
Rothschild Wealth LLC
N/A—17,714-17,714-100%$940.8K———
Bulltick Wealth Management, LLC
N/A—17,423-17,423-100%$925.3K———
LaSalle St. Investment Advisors, LLC
N/A—17,407-17,407-100%$924.5K———
Top Private Wealth Llc.
N/A—17,315-17,315-100%$919.6K———
Cozad Asset Management Inc
N/A—17,218-17,218-100%$914.4K———
Wealth Management Associates, Inc.
N/A—16,972-16,972-100%$901.4K———
Tandem Wealth Advisors LLC
N/A—16,869-16,869-100%$895.9K———
Independent Advisor Alliance
N/A—16,826-16,826-100%$893.6K———
Brookwood Investment Group LLC
N/A—16,758-16,758-100%$890.0K———
Continuum Advisory, LLC
N/A—16,580-16,580-100%$880.6K———
Markin Asset Management, LP
N/A—16,556-16,556-100%$879.3K———
Focus Partners Advisor Solutions, LLC
N/A—16,533-16,533-100%$878.1K———
FAS Wealth Partners, Inc.
N/A—16,432-16,432-100%$872.7K———
Walleye Capital LLC
N/A—16,417-16,417-100%$871.9K———
Trivium Point Advisory, LLC
N/A—16,330-16,330-100%$867.3K———
Moneta Group Investment Advisors LLC
N/A—16,242-16,242-100%$862.6K———
Stock Yards Bank & Trust Co
N/A—16,105-16,105-100%$855.3K———
Invictus Private Wealth, LLC
N/A—16,097-16,097-100%$854.9K———
VPR Management LLC
N/A—16,000-16,000-100%$849.8K———
BlueCrest Capital Management Ltd
N/A—15,937-15,937-100%$846.4K———
VestGen Investment Management
N/A—15,813-15,813-100%$839.8K———
Pacific SUN Financial Corp
N/A—15,698-15,698-100%$833.7K———
Proffitt & Goodson Inc
N/A—15,687-15,687-100%$833.1K———
Glen Eagle Advisors, LLC
N/A—15,492-15,492-100%$822.8K———
FCA Corp
N/A—15,327-15,327-100%$814.0K———
Mission Creek Capital Partners, Inc.
N/A—15,229-15,229-100%$808.8K———
Spartan Wealth Advisory Services LLC
N/A—15,052-15,052-100%$799.4K———
Boston Partners
N/A—14,967-14,967-100%$795.1K———
Spinnaker Trust
N/A—14,910-14,910-100%$791.9K———
Wealthspire Retirement, LLC
N/A—14,856-14,856-100%$789.0K———
Greenwich Wealth Management LLC
N/A—14,842-14,842-100%$788.0K———
Morton Community Bank
N/A—14,781-14,781-100%$785.0K———
PCG Wealth Advisors, LLC
N/A—14,672-14,672-100%$779.2K———
Xcelsior Advisor Partners LLC
N/A—14,605-14,605-100%$775.7K———
Birchcreek Wealth Management, LLC
N/A—14,538-14,538-100%$772.1K———
Aberdeen Wealth Management LLC
N/A—14,510-14,510-100%$770.6K———
Prosperity Consulting Group, LLC
N/A—14,409-14,409-100%$765.2K———
Rehmann Capital Advisory Group
N/A—14,264-14,264-100%$757.6K———
Tyche Wealth Partners LLC
N/A—14,186-14,186-100%$753.4K———
Compass Capital Corp
N/A—14,161-14,161-100%$860.1K———
FOX RUN Management, L.L.C.
N/A—14,100-14,100-100%$748.9K———
CMT Capital Markets Trading GmbH
N/A—14,081-14,081-100%$748.0K———
One Charles Private Wealth Services, LLC
N/A—14,038-14,038-100%$745.6K———
Strait & Sound Wealth Management LLC
N/A—13,988-13,988-100%$742.9K———
Capital Advisor Network LLC
N/A—13,987-13,987-100%$742.9K———
Cornerstone Select Advisors, LLC
N/A—13,827-13,827-100%$734.4K———
Interactive Financial Advisors, Inc.
N/A—13,805-13,805-100%$748.3K———
Talon Private Wealth, LLC
N/A—13,758-13,758-100%$730.7K———
IKE Capital, LLC
N/A—13,750-13,750-100%$730.3K———
RiverGlades Family Offices LLC
N/A—13,717-13,717-100%$728.5K———
Empower Advisory Group, LLC
N/A—13,694-13,694-100%$727.3K———
Summit Wealth Partners, LLC
N/A—13,667-13,667-100%$725.8K———
Sound View Wealth Advisors Group, LLC
N/A—13,639-13,639-100%$724.4K———
Evelyn Partners Group Ltd
N/A—13,294-13,294-100%$708.8K———
VAN DEN Berg Management I, Inc
N/A—13,125-13,125-100%$697.1K———
Sovereign Financial Group, Inc.
N/A—13,111-13,111-100%$696.3K———
Capital Markets Trading UK LLP
N/A—13,086-13,086-100%$695.0K———
Mason & Associates Inc
N/A—13,086-13,086-100%$695.0K———
Rothschild Investment LLC
N/A—12,916-12,916-100%$686.0K———
Thompson David Blair
N/A—12,642-12,642-100%$671.4K———
Laird Norton Wetherby Trust Company, LLC
N/A—12,621-12,621-100%$670.3K———
Astoria Portfolio Advisors Llc.
N/A—12,573-12,573-100%$667.7K———
OneAscent Financial Services LLC
N/A—12,417-12,417-100%$659.5K———
Legacy PCG, LLC
N/A—12,352-12,352-100%$743.3K———
LRI Investments, LLC
N/A—12,208-12,208-100%$648.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—12,172-12,172-100%$646.5K———
Berger Financial Group, Inc
N/A—12,119-12,119-100%$643.6K———
Allied Private Wealth LLC
N/A—12,093-12,093-100%$672.4K———
Resources Management Corp
N/A—12,007-12,007-100%$637.7K———
Lionhunter Capital Management, LLC
N/A—12,000-12,000-100%$637.3K———
Cofg Advisors, LLC
N/A—11,929-11,929-100%$633.5K———
Cantor Fitzgerald, L. P.
N/A—11,898-11,898-100%$631.9K———
Brown Brothers Harriman & Co
N/A—11,807-11,807-100%$627.1K———
Mathes Company, Inc.
N/A—11,800-11,800-100%$627.0K———
Boreal Capital Management LLC
N/A—11,770-11,770-100%$625.1K———
Strategic Financial Concepts, LLC
N/A—11,766-11,766-100%$624.9K———
Chatterton & Associates Inc.
N/A—11,700-11,700-100%$641.4K———
Bank of Marin
N/A—11,654-11,654-100%$618.9K———
Composition Wealth, LLC
N/A—11,552-11,552-100%$613.5K———
Hudson Value Partners, LLC
N/A—11,470-11,470-100%$609.2K———
Medallion Wealth Advisors, LLC
N/A—11,364-11,364-100%$603.8K———
Hexagon Capital Partners LLC
N/A—11,284-11,284-100%$599.3K———
Reyl & Cie S.A.
N/A—11,235-11,235-100%$690.1K———
Peak Asset Management, LLC
N/A—11,194-11,194-100%$594.5K———
Disciplined Investments, LLC
N/A—11,086-11,086-100%$588.8K———
First Commonwealth Financial Corp
N/A—10,944-10,944-100%$581.2K———
Sequent Asset Management, LLC
N/A—10,902-10,902-100%$579.0K———
Essex Financial Services, Inc.
N/A—10,889-10,889-100%$578.3K———
Boston Family Office LLC
N/A—10,864-10,864-100%$577.0K———
PSI Advisors, LLC
N/A—10,710-10,710-100%$568.8K———
Bridgewater Advisors Inc.
N/A—10,419-10,419-100%$612.5K———
Holderness Investments Co
N/A—10,362-10,362-100%$550.4K———
Silvercrest Asset Management Group LLC
N/A—10,244-10,244-100%$544.1K———
Per Stirling Capital Management, Llc.
N/A—10,235-10,235-100%$543.6K———
Circle Wealth Management, LLC
N/A—10,045-10,045-100%$533.5K———
Wealth Care LLC
N/A—10,000-10,000-100%$531.1K———
Kerr Financial Planning Corp
N/A—9,954-9,954-100%$528.7K———
First National Bank of Hutchinson
N/A—9,954-9,954-100%$528.7K———
Northwest Bancshares, Inc.
N/A—9,910-9,910-100%$526.3K———
Hyundai Investments Co., Ltd.
N/A—9,792-9,792-100%$524.7K———
Allie Family Office LLC
N/A—9,670-9,670-100%$513.6K———
Webster Bank, N. A.
N/A—9,668-9,668-100%$513.5K———
Federation des caisses Desjardins du Quebec
N/A—9,638-9,638-100%$511.9K———
Hills Bank & Trust Co
N/A—9,501-9,501-100%$504.6K———
Palumbo Wealth Management LLC
N/A—9,470-9,470-100%$503.0K———
Alexander Labrunerie & Co., Inc.
N/A—9,394-9,394-100%$498.9K———
Hanover Advisors Inc
N/A—9,377-9,377-100%$498.0K———
Advance Capital Management, Inc.
N/A—9,331-9,331-100%$495.5K———
Lifeworks Advisors, LLC
N/A—9,305-9,305-100%$494.2K———
Range Advisory, LLC
N/A—9,193-9,193-100%$488.2K———
17 Capital Partners, LLC
N/A—9,153-9,153-100%$486.1K———
Fort Sheridan Advisors LLC
N/A—9,039-9,039-100%$480.0K———
Jacobs Equity LLC
N/A—8,985-8,985-100%$477.2K———
Flputnam Investment Management Co
N/A—8,981-8,981-100%$477.0K———
Fairview Capital Investment Management, LLC
N/A—8,939-8,939-100%$474.8K———
Legal & General Group Plc
N/A—8,894-8,894-100%$476.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,753-8,753-100%$464.9K———
Advisors Capital Management, LLC
N/A—8,666-8,666-100%$460.3K———
Oakmont Advisory Group, LLC
N/A—8,644-8,644-100%$459.1K———
Hobbs Group Advisors, LLC
N/A—8,627-8,627-100%$458.2K———
Zacks Investment Management
N/A—8,609-8,609-100%$457.2K———
Cvfg LLC
N/A—8,478-8,478-100%$450.3K———
Kapstone Financial Advisors LLC
N/A—8,383-8,383-100%$445.2K———
Entelevest, LLC
N/A—8,364-8,364-100%$444.2K———
Pure Financial Advisors, LLC
N/A—8,285-8,285-100%$440.0K———
Flow Traders U.S. LLC
N/A—8,281-8,281-100%$440.0K———
Crewe Advisors LLC
N/A—8,134-8,134-100%$432.0K———
1ST Source Bank
N/A—8,118-8,118-100%$431.1K———
NCM Capital Management, LLC
N/A—7,952-7,952-100%$422.3K———
Bruce G. Allen Investments, LLC
N/A—7,923-7,923-100%$420.8K———
FLC Capital Advisors
N/A—7,882-7,882-100%$418.6K———
Pursue Wealth Partners LLC
N/A—7,846-7,846-100%$416.7K———
Stevens Capital Management LP
N/A—7,846-7,846-100%$417.0K———
Gambit Capital Management, LLC
N/A—7,833-7,833-100%$416.0K———
Marathon Trading Investment Management LLC
N/A—7,800-7,800-100%$414.3K———
Stratos Investment Management, LLC
N/A—7,734-7,734-100%$410.8K———
Premier Private Wealth Management LLC
N/A—7,716-7,716-100%$409.8K———
Safeguard Investment Advisory Group, LLC
N/A—7,707-7,707-100%$409.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,682-7,682-100%$408.0K———
ST Germain D J Co Inc
N/A—7,650-7,650-100%$406.3K———
Bartlett & Co. Wealth Management LLC
N/A—7,500-7,500-100%$398.3K———
Campion Asset Management
N/A—7,494-7,494-100%$398.0K———
Lcnb Corp
N/A—7,418-7,418-100%$394.0K———
Curi Capital, LLC
N/A—7,332-7,332-100%$389.4K———
Summit Trail Advisors, LLC
N/A—7,325-7,325-100%$389.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—7,311-7,311-100%$388.3K———
VeraBank, N.A.
N/A—7,290-7,290-100%$387.2K———
SlateStone Wealth, LLC
N/A—7,204-7,204-100%$383.0K———
OakTrust Wealth Advisors, LLC
N/A—7,191-7,191-100%$381.9K———
Pack Private Wealth, LLC
N/A—7,145-7,145-100%$379.5K———
Strategic Wealth Partners, Ltd.
N/A—7,108-7,108-100%$377.5K———
QRG Capital Management, Inc.
N/A—7,090-7,090-100%$376.6K———
Operose Advisors LLC
N/A—7,068-7,068-100%$375.4K———
VSM Wealth Advisory, LLC
N/A—6,995-6,995-100%$371.5K———
Ally Invest Advisors Inc.
N/A—6,983-6,983-100%$370.9K———
GSA Capital Partners LLP
N/A—6,965-6,965-100%$370.0K———
Wealth Watch Advisors, Inc
N/A—6,921-6,921-100%$367.6K———
Signet Private Wealth LLC
N/A—6,920-6,920-100%$367.5K———
MA Private Wealth
N/A—6,908-6,908-100%$366.9K———
Cahill Financial Advisors Inc
N/A—6,861-6,861-100%$364.4K———
Stonebrook Private Inc.
N/A—6,841-6,841-100%$363.3K———
Waterloo Capital, L.P.
N/A—6,753-6,753-100%$358.7K———
Strategies Wealth Advisors, LLC
N/A—6,725-6,725-100%$357.1K———
Alteri Wealth LLC
N/A—6,720-6,720-100%$356.9K———
Spreng Capital Management, Inc.
N/A—6,710-6,710-100%$356.4K———
5T Wealth, LLC
N/A—6,696-6,696-100%$355.6K———
Tradition Wealth Management, LLC
N/A—6,673-6,673-100%$354.4K———
Corsair Capital Management, L.P.
N/A—6,672-6,672-100%$354.4K———
Eldridge Investment Advisors, Inc.
N/A—6,445-6,445-100%$342.3K———
Strategic Investment Advisors / MI
N/A—6,443-6,443-100%$342.2K———
Fox Hill Wealth Management
N/A—6,393-6,393-100%$339.5K———
Coastwise Capital Group, LLC
N/A—6,289-6,289-100%$334.0K———
Cura Wealth Advisors, LLC
N/A—6,216-6,216-100%$330.1K———
Anchor Bay Capital, Inc.
N/A—6,202-6,202-100%$373.2K———
Smartleaf Asset Management LLC
N/A—6,196-6,196-100%$332.0K———
Manhattan West Asset Management, LLC
N/A—6,110-6,110-100%$324.5K———
Daybright Advisory Services, Inc.
N/A—6,103-6,103-100%$363.4K———
Choate Investment Advisors
N/A—6,079-6,079-100%$322.9K———
Iconiq Capital, LLC
N/A—6,051-6,051-100%$321.4K———
Davis R M Inc
N/A—6,022-6,022-100%$319.8K———
Resolute Wealth Strategies, LLC
N/A—6,018-6,018-100%$319.6K———
Fukoku Mutual Life Insurance Co
N/A—5,900-5,900-100%$313.3K———
Coppell Advisory Solutions LLC
N/A—5,787-5,787-100%$235.2K———
IMA Advisory Services, Inc.
N/A—5,769-5,769-100%$306.4K———
Westmount Partners, LLC
N/A—5,752-5,752-100%$305.5K———
Mustico Financial Group, Inc.
N/A—5,696-5,696-100%$338.2K———
Anchor Investment Management, LLC
N/A—5,640-5,640-100%$299.5K———
Wealth Alliance, LLC
N/A—5,621-5,621-100%$298.5K———
Tobias Financial Advisors, Inc.
N/A—5,540-5,540-100%$294.2K———
Capstone Wealth Management, Inc.
N/A—5,530-5,530-100%$292.8K———
Tulsa Wealth Advisors, Inc
N/A—5,528-5,528-100%$293.6K———
Stonebridge Financial Group, LLC
N/A—5,497-5,497-100%$291.0K———
Chancellor Financial Group WB LP
N/A—5,488-5,488-100%$291.5K———
Oxinas Partners, LLC
N/A—5,474-5,474-100%$290.7K———
Liberty Wealth Management LLC
N/A—5,358-5,358-100%$328.2K———
Credit Agricole S A
N/A—5,345-5,345-100%$283.9K———
Alta Wealth Advisors LLC
N/A—5,309-5,309-100%$282.0K———
Laidlaw Wealth Management LLC
N/A—5,269-5,269-100%$279.8K———
Carr Financial Group Corp
N/A—5,225-5,225-100%$277.5K———
Aristotle Capital Management, LLC
N/A—5,215-5,215-100%$277.0K———
Zhang Financial LLC
N/A—5,198-5,198-100%$276.1K———
BlackDiamond Wealth Management, LLC
N/A—5,167-5,167-100%$311.0K———
Peak Planning Group, LLC
N/A—5,113-5,113-100%$271.5K———
Garrison Point Advisors, LLC
N/A—5,112-5,112-100%$271.5K———
Cascades Capital Asset Management, LLC
N/A—5,111-5,111-100%$271.4K———
Disciplined Investors, L.L.C.
N/A—5,081-5,081-100%$269.9K———
Brave Asset Management Inc
N/A—5,044-5,044-100%$267.9K———
Aventura Private Wealth, LLC
N/A—5,024-5,024-100%$266.8K———
Clarity Financial LLC
N/A—4,982-4,982-100%$264.6K———
Clark Capital Management Group, Inc.
N/A—4,976-4,976-100%$264.3K———
Ark Wealth Advisors LLC
N/A—4,974-4,974-100%$264.2K———
BOK Financial Private Wealth, Inc.
N/A—4,946-4,946-100%$262.7K———
American Trust
N/A—4,927-4,927-100%$261.7K———
Van Hulzen Asset Management, LLC
N/A—4,916-4,916-100%$261.1K———
Stelac Advisory Services LLC
N/A—4,900-4,900-100%$260.2K———
Wealthedge Investment Advisors, LLC
N/A—4,891-4,891-100%$259.8K———
IFS Group,LLC
N/A—4,882-4,882-100%$259.3K———
Vertex Planning Partners, LLC
N/A—4,874-4,874-100%$258.9K———
Bragg Financial Advisors, Inc
N/A—4,860-4,860-100%$258.1K———
Spahn Wealth & Retirement LLC
N/A—4,832-4,832-100%$256.6K———
Wellington Management Group LLP
N/A—4,814-4,814-100%$255.7K———
Tripletail Wealth Management, LLC
N/A—4,800-4,800-100%$255.5K———
Broyhill Asset Management, LLC
N/A—4,800-4,800-100%$254.9K———
Valley Financial Group, Inc.
N/A—4,758-4,758-100%$252.7K———
Bearing Point Capital, LLC
N/A—4,730-4,730-100%$251.2K———
Alpine Global Management, LLC
N/A—4,665-4,665-100%$247.8K———
First American Trust, FSB
N/A—4,662-4,662-100%$247.6K———
Investment Advisory Group, LLC
N/A—4,654-4,654-100%$247.2K———
ArchPoint Investors
N/A—4,600-4,600-100%$244.3K———
Ponta Wealth Partners, LLC
N/A—4,600-4,600-100%$244.3K———
Kiley Juergens Wealth Management, LLC
N/A—4,478-4,478-100%$237.9K———
One Capital Management, LLC
N/A—4,476-4,476-100%$274.2K———
RWA Wealth Partners, LLC
N/A—4,448-4,448-100%$236.2K———
Fort Point Capital Partners LLC
N/A—4,440-4,440-100%$235.8K———
Coastal Bridge Advisors, LLC
N/A—4,438-4,438-100%$235.7K———
WJ Financial Advisors LLC
N/A—4,434-4,434-100%$235.5K———
Kintra Wealth, LLC
N/A—4,399-4,399-100%$268.6K———
Octavia Wealth Advisors, LLC
N/A—4,394-4,394-100%$233.4K———
O'rourke & Company, Inc
N/A—4,359-4,359-100%$231.5K———
Nicolet Bankshares Inc
N/A—4,318-4,318-100%$229.3K———
Pine Harbor Wealth Management, LLC
N/A—4,258-4,258-100%$226.1K———
Magnolia Capital Advisors LLC
N/A—4,258-4,258-100%$226.1K———
Larch Capital Partners LLC
N/A—4,200-4,200-100%$223.1K———
Mcguire Capital Advisors Inc
N/A—4,194-4,194-100%$222.7K———
Harvey Capital Management Inc
N/A—4,150-4,150-100%$220.4K———
Johnson Financial Group, Inc.
N/A—4,120-4,120-100%$218.8K———
Abbot Financial Management, Inc.
N/A—4,118-4,118-100%$218.7K———
Vantus Wealth LLC
N/A—4,109-4,109-100%$218.2K———
Lakeridge Wealth Management LLC
N/A—4,105-4,105-100%$218.0K———
Orleans Capital Management Corp
N/A—4,054-4,054-100%$215.3K———
Fiduciary Financial Advisors
N/A—4,035-4,035-100%$214.8K———
BTC Capital Management, Inc.
N/A—4,022-4,022-100%$213.6K———
Tevis Investment Management
N/A—4,017-4,017-100%$213.3K———
MidFirst Bank
N/A—4,014-4,014-100%$213.2K———
Centric Wealth Management
N/A—4,003-4,003-100%$237.7K———
Pickering Energy Partners LP
N/A—4,000-4,000-100%$212.4K———
Second Line Capital, LLC
N/A—3,992-3,992-100%$212.0K———
Round Rock Advisors LLC
N/A—3,980-3,980-100%$211.4K———
Prelude Capital Management, LLC
N/A—3,972-3,972-100%$211.0K———
BSW Wealth Partners
N/A—3,956-3,956-100%$210.1K———
Keebeck Wealth Management
N/A—3,940-3,940-100%$209.3K———
Vista Investment Management
N/A—3,887-3,887-100%$206.4K———
BTG Pactual Asset Management US LLC
N/A—3,860-3,860-100%$205.0K———
Red Door Wealth Management, LLC
N/A—3,828-3,828-100%$203.3K———
Navis Wealth Advisors, LLC
N/A—3,800-3,800-100%$201.8K———
Magnolia Private Wealth, LLC
N/A—3,797-3,797-100%$201.7K———
American Money Management, LLC
N/A—3,781-3,781-100%$200.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,758-3,758-100%$199.8K———
USA Financial Formulas
N/A—3,707-3,707-100%$196.9K———
Spwm Advisors LLC
N/A—3,700-3,700-100%$213.4K———
SHP Wealth Management
N/A—3,660-3,660-100%$194.4K———
Manning & Napier Advisors LLC
N/A—3,600-3,600-100%$192.9K———
Financial Life Planners
N/A—3,305-3,305-100%$175.5K———
one8zero8, LLC
N/A—3,259-3,259-100%$173.1K———
Horizon Bancorp Inc
N/A—3,104-3,104-100%$165.0K———
EFG International AG
N/A—2,974-2,974-100%$157.9K———
Delta Asset Management LLC
N/A—2,910-2,910-100%$154.6K———
CVA Family Office, LLC
N/A—2,899-2,899-100%$154.0K———
PIN OAK Investment Advisors Inc
N/A—2,852-2,852-100%$151.0K———
Howe & Rusling Inc
N/A—2,750-2,750-100%$146.1K———
Providence Capital Advisors, LLC
N/A—2,594-2,594-100%$137.8K———
Banque Transatlantique SA
N/A—2,500-2,500-100%$132.7K———
FWL Investment Management, LLC
N/A—2,321-2,321-100%$123.3K———
Keating Financial Advisory Services, Inc.
N/A—2,223-2,223-100%$118.1K———
Hurricane Capital Advisors LLC
N/A—2,163-2,163-100%$114.9K———
HighMark Wealth Management LLC
N/A—1,958-1,958-100%$104.0K———
TD Capital Management LLC
N/A—1,871-1,871-100%$99.4K———
XY Capital Ltd
N/A—1,822-1,822-100%$139.3K———
Glassman Wealth Services
N/A—1,710-1,710-100%$90.8K———
Bravera Wealth
N/A—1,696-1,696-100%$90.1K———
Integrity Financial Corp
N/A—1,600-1,600-100%$85.0K———
CSS LLC
N/A—1,486-1,486-100%$78.9K———
Brentview Investment Management LLC
N/A—1,400-1,400-100%$74.4K———
Topsail Wealth Management, LLC
N/A—1,400-1,400-100%$74.4K———
Seneschal Advisors, LLC
N/A—1,363-1,363-100%$72.4K———
Delos Wealth Advisors, LLC
N/A—1,322-1,322-100%$70.2K———
Steigerwald, Gordon & Koch Inc.
N/A—1,288-1,288-100%$68.4K———
Millstone Evans Group, LLC
N/A—1,264-1,264-100%$67.1K———
Nova Wealth Management, Inc.
N/A—1,239-1,239-100%$65.8K———
C M Bidwell & Associates LTD
N/A—1,235-1,235-100%$65.6K———
Tiaa Trust, National Association
N/A—1,200-1,200-100%$63.7K———
Ballast Advisors LLC
N/A—1,071-1,071-100%$56.9K———
Synergy Investment Management, LLC
N/A—1,038-1,038-100%$55.1K———
Tanglewood Legacy Advisors, LLC
N/A—1,022-1,022-100%$54.3K———
JDM Financial Group LLC
N/A—1,008-1,008-100%$53.5K———
Bollard Group LLC
N/A—983-983-100%$52.0K———
Family Manage LLC
N/A—928-928-100%$49.3K———
Cambient Family Office, LLC
N/A—810-810-100%$43.0K———
Turim 21 Investimentos Ltda.
N/A—800-800-100%$42.5K———
Forum Finance Group S.A.
N/A—800-800-100%$34———
Marshall Investment Management, LLC
N/A—747-747-100%$39.7K———
Dunhill Financial, LLC
N/A—712-712-100%$37.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—665-665-100%$35.3K———
Caitlin John, LLC
N/A—638-638-100%$33.9K———
Tiaa Wealth Investment Management LLC
N/A—628-628-100%$33.5K———
Windsor Advisory Group, LLC
N/A—618-618-100%$32.8K———
Banque Cantonale Vaudoise
N/A—617-617-100%$33.0K———
Rialto Wealth Management, LLC
N/A—550-550-100%$29.2K———
WealthShield Partners, LLC
N/A—534-534-100%$28.4K———
Avalon Trust Co
N/A—480-480-100%$25.5K———
Cary Street Partners Investment Advisory LLC
N/A—459-459-100%$24.4K———
HHM Wealth Advisors, LLC
N/A—426-426-100%$22.6K———
Strategic Investment Solutions, Inc.
N/A—417-417-100%$22.1K———
Consultiva Wealth Management, Corp.
N/A—400-400-100%$21.2K———
Burnham & Co LLC
N/A—400-400-100%$21.2K———
Game Plan Financial Advisors, LLC
N/A—399-399-100%$21.2K———
SOA Wealth Advisors, Llc.
N/A—393-393-100%$20.9K———
Ameritas Investment Partners, Inc.
N/A—376-376-100%$20.0K———
Corsicana & Co.
N/A—350-350-100%$18.6K———
Mpwm Advisory Solutions, LLC
N/A—291-291-100%$15.5K———
Ogorek Anthony Joseph
N/A—286-286-100%$15———
Investors Portfolio Services LLC
N/A—255-255-100%$13.5K———
Graney & King, LLC
N/A—254-254-100%$13.5K———
Macquarie Group LTD
N/A—243-243-100%$12.9K———
Financial Gravity Companies, Inc.
N/A—242-242-100%$12.9K———
Tradewinds, Llc.
N/A—241-241-100%$3.5M———
Silicon Valley Capital Partners
N/A—216-216-100%$11.5K———
Bernard Wealth Management Corp.
N/A—211-211-100%$11.2K———
Hamrick Investment Counsel, llc
N/A—205-205-100%$10.9K———
Core Alternative Capital
N/A—150-150-100%$8.0K———
Orion Capital Management LLC
N/A—139-139-100%$7.4K———
Kilter Group LLC
N/A—138-138-100%$7.3K———
Vision Retirement, LLC
N/A—132-132-100%$7.0K———
JPL Wealth Management, LLC
N/A—100-100-100%$5.3K———
Abound Financial, LLC
N/A—96-96-100%$5.1K———
Swan Capital LLC
N/A—96-96-100%$5.1K———
Beaird Harris Wealth Management, LLC
N/A—91-91-100%$4.8K———
Atomic Invest LLC
N/A—89-89-100%$4.7K———
Ankerstar Wealth, LLC
N/A—70-70-100%$3.7K———
Bogart Wealth, LLC
N/A—69-69-100%$3.6K———
WealthCollab, LLC
N/A—51-51-100%$2.7K———
Timbuktu Capital Management, LLC
N/A—47-47-100%$2.5K———
1 North Wealth Services LLC
N/A—47-47-100%$2.5K———
Lavaca Capital LLC
N/A—36-36-100%$1.9K———
Minot DeBlois Advisors LLC
N/A—35-35-100%$1.9K———
Truvestments Capital LLC
N/A—28-28-100%$1.5K———
Vanguard National Trust Co
N/A—14-14-100%$744———
HM Payson & Co
N/A—14-14-100%$745———
Parallax Volatility Advisers, L.P.
N/A—2-2-100%$106———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—00—$0———
Showing 2192 of 2192 institutions