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SS Financial Select Sector (XLF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares19,646,323 from 19,928,374
Change-282,051 (-1%)
Value$1.0B (-$19.2M)
Filed 2026-11-06
BSN Capital Partners Ltd
INCREASED
Shares8,250,000 from 4,296,245
Change+3,953,755 (+92%)
Value$454.5M (+$223.8M)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares8,091,434 from 8,088,919
Change+2,515 (+0%)
Value$432.1M (-$1.6M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares6,590,283 from 10,195,982
Change-3,605,699 (-35%)
Value$351.9M (-$194.7M)
Filed 2026-10-30
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares5,026,178 from 1,887,945
Change+3,138,233 (+166%)
Value$268.4M (+$167.2M)
Filed 2026-11-09
WestEnd Advisors, LLC
DECREASED
Shares4,474,411 from 8,662,021
Change-4,187,610 (-48%)
Value$238.9M (-$225.4M)
Filed 2026-10-27
FMR LLC
DECREASED
Shares3,500,504 from 3,851,680
Change-351,176 (-9%)
Value$186.9M (-$19.6M)
Filed 2026-11-10
J.Safra Asset Management Corp
INCREASED
Shares2,704,701 from 2,612,117
Change+92,584 (+4%)
Value$144.4M (+$4.4M)
Filed 2026-11-03
Squarepoint Ops LLC
INCREASED
Shares2,677,639 from 927,674
Change+1,749,965 (+189%)
Value$143.0M (+$93.3M)
Filed 2026-11-09
Natixis
DECREASED
Shares2,511,272 from 2,523,947
Change-12,675 (0%)
Value$134.1M (-$1.2M)
Filed 2026-11-06
Meitav Investment House LTD
INCREASED
Shares2,485,428 from 2,482,473
Change+2,955 (+0%)
Value$132.7M (-$363.5K)
Filed 2026-10-28
AGF Management LTD
INCREASED
Shares2,303,581 from 1,920,670
Change+382,911 (+20%)
Value$123.0M (+$20.0M)
Filed 2026-11-03
HighTower Advisors, LLC
DECREASED
Shares2,041,516 from 2,173,984
Change-132,468 (-6%)
Value$109.0M (-$7.5M)
Filed 2026-11-10
Petredis Investment Advisors LLC
INCREASED
Shares2,006,044 from 2,002,084
Change+3,960 (+0%)
Value$107.1M (-$209.0K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,933,287 from 1,907,403
Change+25,884 (+1%)
Value$103.2M (+$981.6K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,723,793 from 1,643,386
Change+80,407 (+5%)
Value$92.1M (+$3.9M)
Filed 2026-10-29
Phoenix Financial Ltd.
DECREASED
Shares1,659,411 from 1,702,899
Change-43,488 (-3%)
Value$88.6M (-$2.7M)
Filed 2026-11-09
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares1,436,292 from 1,436,292
Change0 (0%)
Value$76.7M (-$301.6K)
Filed 2026-11-09
Thrivent Financial for Lutherans
INCREASED
Shares1,382,198 from 1,194,591
Change+187,607 (+16%)
Value$73.8K (-$64.0M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares1,265,251 from 1,255,976
Change+9,275 (+1%)
Value$67.6M (+$231.5K)
Filed 2026-11-02
Bank of Montreal
DECREASED
Shares1,231,430 from 3,851,956
Change-2,620,526 (-68%)
Value$65.8M (-$140.7M)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares1,137,083 from 1,290,825
Change-153,742 (-12%)
Value$60.7M (-$8.5M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,120,286 from 1,040,693
Change+79,593 (+8%)
Value$59.8K (-$55.7M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,109,090 from 1,110,564
Change-1,474 (0%)
Value$59.2M (-$312.2K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares1,093,281 from 1,114,704
Change-21,423 (-2%)
Value$58.4M (-$1.4M)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares1,059,578 from 1,047,939
Change+11,639 (+1%)
Value$56.6M (+$401.5K)
Filed 2026-10-08
Barclays PLC
DECREASED
Shares1,033,666 from 4,850,445
Change-3,816,779 (-79%)
Value$55.2M (-$204.8M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,018,443 from 1,064,352
Change-45,909 (-4%)
Value$54.4M (-$2.7M)
Filed 2026-11-05
FIL Ltd
INCREASED
Shares910,098 from 577,701
Change+332,397 (+58%)
Value$48.6M (+$17.6M)
Filed 2026-11-10
KCM Investment Advisors LLC
INCREASED
Shares868,706 from 868,463
Change+243 (+0%)
Value$46.4M (-$169.4K)
Filed 2026-10-27
Ayalon Insurance Comp Ltd.
INCREASED
Shares862,772 from 345,972
Change+516,800 (+149%)
Value$46.1K (+$27.5K)
Filed 2026-10-08
Trilogy Capital Inc.
INCREASED
Shares832,062 from 825,506
Change+6,556 (+1%)
Value$44.4M (+$176.7K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares799,567 from 707,930
Change+91,637 (+13%)
Value$42.7M (+$4.7M)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares787,173 from 742,543
Change+44,630 (+6%)
Value$42.0K (-$39.8M)
Filed 2026-10-26
Money Concepts Capital Corp
INCREASED
Shares716,115 from 584,198
Change+131,917 (+23%)
Value$38.2M (+$6.9M)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
INCREASED
Shares711,746 from 676,267
Change+35,479 (+5%)
Value$38.0M (+$1.8M)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares704,710 from 589,981
Change+114,729 (+19%)
Value$37.6M (+$6.0M)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares680,361 from 641,620
Change+38,741 (+6%)
Value$37.5M (+$3.1M)
Filed 2026-10-13
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares673,600 from 673,600
Change0 (0%)
Value$36.0M (-$141.5K)
Filed 2026-10-29
Bellwether Advisors, LLC
INCREASED
Shares642,408 from 224,737
Change+417,671 (+186%)
Value$34.3M (+$22.3M)
Filed 2026-11-09
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares636,382 from 636,382
Change0 (0%)
Value$34.0M (-$133.6K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED
Shares623,752 from 626,956
Change-3,204 (-1%)
Value$33.3M (-$302.8K)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares619,394 from 1,085,682
Change-466,288 (-43%)
Value$33.1M (-$25.1M)
Filed 2026-10-21
Greenwood Gearhart LLC
INCREASED
Shares603,528 from 572,622
Change+30,906 (+5%)
Value$32.2M (+$1.5M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares552,559 from 495,689
Change+56,870 (+11%)
Value$29.5M (+$2.9M)
Filed 2026-11-02
IMZ Advisory Inc
DECREASED
Shares539,036 from 551,026
Change-11,990 (-2%)
Value$28.8M (-$756.0K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
DECREASED
Shares514,665 from 537,284
Change-22,619 (-4%)
Value$27.5M (-$1.3M)
Filed 2026-10-01
Lighthouse Financial Services Inc
INCREASED
Shares514,596 from 510,470
Change+4,126 (+1%)
Value$27.5M (-$484.1K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares506,000 from 496,024
Change+9,976 (+2%)
Value$27.0M (+$428.6K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares495,370 from 461,922
Change+33,448 (+7%)
Value$26.5M (+$1.7M)
Filed 2026-10-30
BAR Harbor Wealth Management
DECREASED
Shares477,011 from 478,174
Change-1,163 (0%)
Value$25.5M (-$162.5K)
Filed 2026-10-21
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares470,998 from 470,998
Change0 (0%)
Value$25.2M (-$98.9K)
Filed 2026-11-09
HighPoint Advisor Group LLC
INCREASED
Shares440,680 from 335,540
Change+105,140 (+31%)
Value$23.5M (+$5.5M)
Filed 2026-11-09
Asset Advisors Investment Management, LLC
INCREASED
Shares434,962 from 431,780
Change+3,182 (+1%)
Value$23.2M (+$79.3K)
Filed 2026-10-19
Lakeshore Financial Planning, Inc.
DECREASED
Shares431,667 from 432,788
Change-1,121 (0%)
Value$23.1M (-$150.9K)
Filed 2026-10-13
Wharton Business Group, LLC
DECREASED
Shares422,622 from 436,687
Change-14,065 (-3%)
Value$22.6M (-$842.8K)
Filed 2026-11-09
Rezny Wealth Management, Inc.
INCREASED
Shares415,361 from 409,912
Change+5,449 (+1%)
Value$22.2M (+$204.9K)
Filed 2026-10-15
Horizon Wealth Management, LLC
DECREASED
Shares407,982 from 562,980
Change-154,998 (-28%)
Value$21.8M (-$8.4M)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares398,569 from 201,961
Change+196,608 (+97%)
Value$21.3M (+$10.5M)
Filed 2026-10-28
Capital Advantage, Inc.
DECREASED
Shares395,554 from 397,734
Change-2,180 (-1%)
Value$21.1M (-$199.9K)
Filed 2026-10-14
Vontobel Holding Ltd.
DECREASED
Shares382,551 from 475,095
Change-92,544 (-19%)
Value$20.4M (-$5.0M)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares382,496 from 389,725
Change-7,229 (-2%)
Value$20.4M (-$467.9K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares375,674 from 363,271
Change+12,403 (+3%)
Value$17.4M (-$83.2K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares367,719 from 471,169
Change-103,450 (-22%)
Value$19.6M (-$5.6M)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares355,187 from 356,854
Change-1,667 (0%)
Value$19.0M (-$163.9K)
Filed 2026-11-06
Bank Hapoalim BM
INCREASED
Shares354,741 from 249,096
Change+105,645 (+42%)
Value$18.9K (-$13.3M)
Filed 2026-11-10
Armstrong Advisory Group, Inc
INCREASED
Shares349,320 from 345,867
Change+3,453 (+1%)
Value$18.7M (+$111.8K)
Filed 2026-10-09
Keystone Global Partners, LLC
DECREASED
Shares344,726 from 386,366
Change-41,640 (-11%)
Value$18.4M (-$2.3M)
Filed 2026-10-13
Blair William & Co
DECREASED
Shares344,457 from 391,529
Change-47,072 (-12%)
Value$18.4M (-$2.6M)
Filed 2026-11-10
Focused Wealth Management, Inc
INCREASED
Shares326,221 from 317,863
Change+8,358 (+3%)
Value$17.4M (+$379.6K)
Filed 2026-10-30
Tamar Securities, LLC
INCREASED
Shares317,870 from 285,171
Change+32,699 (+11%)
Value$17.0M (+$1.7M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares308,424 from 198,035
Change+110,389 (+56%)
Value$16.5M (+$5.9M)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED
Shares307,333 from 239,948
Change+67,385 (+28%)
Value$16.4M (+$3.5M)
Filed 2026-10-08
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares306,991 from 291,796
Change+15,195 (+5%)
Value$16.4M (+$777.6K)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares304,176 from 310,703
Change-6,527 (-2%)
Value$16.2M (-$413.8K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares302,504 from 295,165
Change+7,339 (+2%)
Value$15.9M (+$331.6K)
Filed 2026-11-05
Royal Fund Management, LLC
INCREASED
Shares298,676 from 146,491
Change+152,185 (+104%)
Value$15.9M (+$8.1M)
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares297,593 from 301,516
Change-3,923 (-1%)
Value$15.9M (-$272.8K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares293,340 from 273,760
Change+19,580 (+7%)
Value$15.7M (+$988.1K)
Filed 2026-11-04
Salomon & Ludwin, LLC
INCREASED
Shares281,976 from 279,970
Change+2,006 (+1%)
Value$15.1M (-$350.0K)
Filed 2026-10-29
Aspiriant, LLC
DECREASED
Shares280,372 from 281,444
Change-1,072 (0%)
Value$15.0M (-$116.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares274,985 from 983,664
Change-708,679 (-72%)
Value$14.7M (-$38.1M)
Filed 2026-10-08
Forbes J M & Co LLP
UNCHANGED
Shares268,854 from 268,854
Change0 (0%)
Value$14.4M (-$56.5K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
INCREASED
Shares259,452 from 258,311
Change+1,141 (+0%)
Value$13.9M (+$6.7K)
Filed 2026-10-28
Chesley Taft & Associates LLC
INCREASED
Shares253,915 from 253,912
Change+3 (0%)
Value$13.6M (-$53.2K)
Filed 2026-10-13
Simon Quick Advisors, LLC
DECREASED
Shares251,951 from 299,346
Change-47,395 (-16%)
Value$13.5M (-$2.6M)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
INCREASED
Shares248,811 from 242,614
Change+6,197 (+3%)
Value$13.3M (+$280.0K)
Filed 2026-10-27
Means Investment Co., Inc.
INCREASED
Shares247,240 from 241,289
Change+5,951 (+2%)
Value$13.2M (+$267.1K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares242,673 from 224,659
Change+18,014 (+8%)
Value$13.7M (+$1.7M)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares242,425 from 242,386
Change+39 (+0%)
Value$12.9M (-$48.8K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
DECREASED
Shares240,253 from 244,391
Change-4,138 (-2%)
Value$12.8M (-$272.3K)
Filed 2026-11-05
First Interstate Bank
DECREASED
Shares239,941 from 246,550
Change-6,609 (-3%)
Value$12.8M (-$404.7K)
Filed 2026-10-23
Toth Financial Advisory Corp
INCREASED
Shares237,449 from 225,984
Change+11,465 (+5%)
Value$12.7M (+$564.8K)
Filed 2026-10-08
Jmac Enterprises LLC
INCREASED
Shares235,637 from 233,655
Change+1,982 (+1%)
Value$12.6M (+$56.8K)
Filed 2026-10-30
Compass Wealth Management, LLC
INCREASED
Shares234,605 from 223,162
Change+11,443 (+5%)
Value$12.5M (+$564.2K)
Filed 2026-10-30
AlphaCore Capital LLC
DECREASED
Shares217,777 from 218,229
Change-452 (0%)
Value$11.6M (-$70.0K)
Filed 2026-11-04
Innealta Capital, LLC
INCREASED
Shares214,179 from 162,938
Change+51,241 (+31%)
Value$11.4M (+$2.7M)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares212,224 from 233,016
Change-20,792 (-9%)
Value$11.3M (-$1.2M)
Filed 2026-10-20
3Edge Asset Management, LP
INCREASED
Shares208,832 from 200,331
Change+8,501 (+4%)
Value$11.2M (+$411.9K)
Filed 2026-10-30
Busey Bank
DECREASED
Shares205,694 from 209,266
Change-3,572 (-2%)
Value$11.0M (-$234.7K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares204,245 from 177,544
Change+26,701 (+15%)
Value$10.9M (+$1.4M)
Filed 2026-10-26
Atlas Capital Advisors Inc.
INCREASED
Shares201,726 from 188,226
Change+13,500 (+7%)
Value$8.1M (-$1.9M)
Filed 2026-11-09
RFG Advisory, LLC
INCREASED
Shares200,976 from 193,160
Change+7,816 (+4%)
Value$10.7M (+$376.8K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares200,127 from 184,841
Change+15,286 (+8%)
Value$10.7M (+$777.4K)
Filed 2026-10-29
Yarbrough Capital, LLC
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$10.7M (-$42.0K)
Filed 2026-10-19
Thor Trading Advisors, LLC
INCREASED
Shares199,125 from 153,709
Change+45,416 (+30%)
Value$10.6M (+$2.4M)
Filed 2026-11-05
Everest Financial Group LLC
INCREASED
Shares197,869 from 187,983
Change+9,886 (+5%)
Value$10.6M (+$488.4K)
Filed 2026-11-06
Foguth Wealth Management, Llc.
INCREASED
Shares197,840 from 164,101
Change+33,739 (+21%)
Value$11.0M (+$1.8M)
Filed 2026-10-19
Washington Trust Co
INCREASED
Shares194,664 from 176,841
Change+17,823 (+10%)
Value$10.4M (+$914.6K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
INCREASED
Shares191,244 from 191,158
Change+86 (+0%)
Value$10.2M (-$35.5K)
Filed 2026-10-21
Chemung Canal Trust Co
INCREASED
Shares191,164 from 145,962
Change+45,202 (+31%)
Value$10.2M (+$2.4M)
Filed 2026-11-04
Orange Investment Advisors, Inc.
DECREASED
Shares187,806 from 196,199
Change-8,393 (-4%)
Value$10.0M (-$489.4K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares186,464 from 266,380
Change-79,916 (-30%)
Value$10.0M (-$4.3M)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
NEW
Shares185,816
Change+185,816
Value$9.9M
Filed 2026-10-14
Southern Capital Services Inc
DECREASED
Shares185,327 from 195,580
Change-10,253 (-5%)
Value$9.9M (-$588.6K)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares184,332 from 186,462
Change-2,130 (-1%)
Value$9.8M (-$152.8K)
Filed 2026-10-23
Essex LLC
INCREASED
Shares183,449 from 178,519
Change+4,930 (+3%)
Value$9.8M (+$225.8K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares182,522 from 189,134
Change-6,612 (-3%)
Value$9.7M (-$392.8K)
Filed 2026-10-21
Vaughan David Investments LLC
DECREASED
Shares182,376 from 187,798
Change-5,422 (-3%)
Value$9.7K (-$10.1M)
Filed 2026-11-05
Foronjy Financial LLC
INCREASED
Shares181,286 from 177,484
Change+3,802 (+2%)
Value$9.7M (+$165.8K)
Filed 2026-10-14
Tritonpoint Wealth, LLC
DECREASED
Shares181,054 from 182,551
Change-1,497 (-1%)
Value$9.7M (-$118.3K)
Filed 2026-10-19
ACT Wealth Management, LLC
INCREASED
Shares174,571 from 172,599
Change+1,972 (+1%)
Value$9.3M (+$69.1K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
INCREASED
Shares173,468 from 136,357
Change+37,111 (+27%)
Value$9.3M (+$1.8M)
Filed 2026-10-16
Washington Growth Strategies LLC
DECREASED
Shares172,244 from 172,489
Change-245 (0%)
Value$9.2M (-$49.3K)
Filed 2026-10-19
McCollum Christoferson Group LLC
DECREASED
Shares167,013 from 169,818
Change-2,805 (-2%)
Value$8.3M (-$182.8K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares165,266 from 166,038
Change-772 (0%)
Value$8.8M (-$76.1K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares165,076 from 163,094
Change+1,982 (+1%)
Value$8.8M (+$71.6K)
Filed 2026-10-07
McAlister, Sweet & Associates, Inc.
INCREASED
Shares160,887 from 160,155
Change+732 (+0%)
Value$8.6M (+$5.5K)
Filed 2026-10-07
Harbour Investments, Inc.
DECREASED
Shares160,751 from 177,724
Change-16,973 (-10%)
Value$8.6M (-$943.7K)
Filed 2026-11-09
Scotia Capital Inc.
INCREASED
Shares159,907 from 155,528
Change+4,379 (+3%)
Value$8.5M (+$201.0K)
Filed 2026-11-10
J.W. Cole Advisors, Inc.
INCREASED
Shares155,856 from 151,100
Change+4,756 (+3%)
Value$8.3M (+$222.2K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares155,711 from 42,556
Change+113,155 (+266%)
Value$8.3M (+$6.0M)
Filed 2026-10-16
Sharper & Granite LLC
DECREASED
Shares153,941 from 159,643
Change-5,702 (-4%)
Value$7.6M (-$958.4K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares152,160 from 136,009
Change+16,151 (+12%)
Value$8.1M (+$833.9K)
Filed 2026-10-08
Bonfire Financial
INCREASED
Shares150,152 from 147,171
Change+2,981 (+2%)
Value$8.0M (+$128.3K)
Filed 2026-11-06
AMG National Trust Bank
DECREASED
Shares150,099 from 150,541
Change-442 (0%)
Value$8.0M (-$55.3K)
Filed 2026-11-05
Horizon Financial Services, LLC
INCREASED
Shares147,134 from 108,105
Change+39,029 (+36%)
Value$7.9M (+$2.1M)
Filed 2026-11-04
5th Street Advisors, LLC
INCREASED
Shares144,184 from 143,561
Change+623 (+0%)
Value$7.7M (+$3.1K)
Filed 2026-11-04
Aventus Investment Advisors, Inc.
DECREASED
Shares140,971 from 141,340
Change-369 (0%)
Value$7.5M (-$49.4K)
Filed 2026-10-09
Apollon Financial, LLC
DECREASED
Shares140,435 from 146,127
Change-5,692 (-4%)
Value$7.5M (-$334.6K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares139,142 from 139,743
Change-601 (0%)
Value$7.4M (-$61.5K)
Filed 2026-11-06
Matthew Goff Investment Advisor, LLC
DECREASED
Shares134,701 from 137,447
Change-2,746 (-2%)
Value$7.2M (-$175.5K)
Filed 2026-10-13
Navigation Group, LLC
INCREASED
Shares133,771 from 128,963
Change+4,808 (+4%)
Value$7.1M (+$229.6K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares132,315 from 128,557
Change+3,758 (+3%)
Value$7.1M (+$31.2K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED
Shares131,815 from 131,493
Change+322 (+0%)
Value$7.0M (-$10.4K)
Filed 2026-10-16
Stockman Wealth Management, Inc.
INCREASED
Shares131,524 from 130,794
Change+730 (+1%)
Value$7.0M (+$11.5K)
Filed 2026-10-27
Cooksen Wealth, LLC
INCREASED
Shares131,332 from 126,031
Change+5,301 (+4%)
Value$7.2M (+$431.3K)
Filed 2026-10-13
Granite Harbor Advisors, Inc.
INCREASED
Shares130,841 from 124,811
Change+6,030 (+5%)
Value$7.0M (+$295.8K)
Filed 2026-11-10
Western Wealth Management, LLC
DECREASED
Shares127,517 from 174,997
Change-47,480 (-27%)
Value$6.8M (-$2.6M)
Filed 2026-11-09
Ferguson Wellman Capital Management, Inc
DECREASED
Shares127,500 from 130,050
Change-2,550 (-2%)
Value$6.8M (-$163.5K)
Filed 2026-10-05
Institute for Wealth Management, Llc.
DECREASED
Shares127,298 from 127,887
Change-589 (0%)
Value$6.8M (-$58.3K)
Filed 2026-11-06
Ameraudi Asset Management, Inc.
INCREASED
Shares126,330 from 39,935
Change+86,395 (+216%)
Value$6.7M (+$4.6M)
Filed 2026-11-05
Bessemer Group Inc
INCREASED
Shares125,392 from 112,361
Change+13,031 (+12%)
Value$6.7K (-$6.0M)
Filed 2026-11-09
Banco Santander, S.A.
INCREASED
Shares124,731 from 115,185
Change+9,546 (+8%)
Value$6.7M (+$485.6K)
Filed 2026-11-10
Bailard, Inc.
DECREASED
Shares123,344 from 130,020
Change-6,676 (-5%)
Value$6.6M (-$383.8K)
Filed 2026-10-13
Premier Path Wealth Partners, LLC
DECREASED
Shares123,247 from 181,290
Change-58,043 (-32%)
Value$6.6M (-$3.1M)
Filed 2026-10-16
Advisory Resource Group
DECREASED
Shares123,032 from 127,199
Change-4,167 (-3%)
Value$6.6M (-$249.2K)
Filed 2026-10-26
IFG Advisory, LLC
DECREASED
Shares122,916 from 124,694
Change-1,778 (-1%)
Value$6.6M (-$121.1K)
Filed 2026-11-09
Nelson Capital Management, LLC
INCREASED
Shares122,625 from 107,249
Change+15,376 (+14%)
Value$6.5M (+$798.6K)
Filed 2026-11-09
Ellis Investment Partners, LLC
DECREASED
Shares121,306 from 126,134
Change-4,828 (-4%)
Value$6.5M (-$284.3K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares120,835 from 105,290
Change+15,545 (+15%)
Value$6.5M (+$807.9K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares120,696 from 132,816
Change-12,120 (-9%)
Value$6.4M (-$675.1K)
Filed 2026-10-13
Cannon Advisors, Inc.
INCREASED
Shares119,390 from 113,111
Change+6,279 (+6%)
Value$6.5M (+$190.4K)
Filed 2026-10-14
Viewpoint Investment Partners Corp
NEW
Shares117,302
Change+117,302
Value$6.8M
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares117,077 from 200,394
Change-83,317 (-42%)
Value$6.3M (-$4.5M)
Filed 2026-10-23
New York Life Investment Management LLC
DECREASED
Shares115,692 from 128,571
Change-12,879 (-10%)
Value$6.2M (-$714.7K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares114,470 from 110,766
Change+3,704 (+3%)
Value$6.1M (+$174.5K)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares114,238 from 157,489
Change-43,251 (-27%)
Value$6.1M (-$2.3M)
Filed 2026-10-23
First Merchants Corp
DECREASED
Shares112,829 from 113,750
Change-921 (-1%)
Value$6.0M (-$73.1K)
Filed 2026-10-15
Clarus Wealth Advisors
INCREASED
Shares111,697 from 108,823
Change+2,874 (+3%)
Value$6.1M (+$131.2K)
Filed 2026-10-13
Algorithmic Investment Models, LLC
INCREASED
Shares110,319 from 97,770
Change+12,549 (+13%)
Value$5.9M (+$649.6K)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares108,330 from 100,927
Change+7,403 (+7%)
Value$5.8M (+$374.2K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares107,157 from 111,366
Change-4,209 (-4%)
Value$5.7M (-$248.2K)
Filed 2026-10-23
Massachusetts Wealth Management
INCREASED
Shares106,625 from 106,162
Change+463 (+0%)
Value$5.7M (+$2.4K)
Filed 2026-10-21
Fisher Asset Management, LLC
DECREASED
Shares106,475 from 112,908
Change-6,433 (-6%)
Value$5.7M (-$367.2K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares106,304 from 107,937
Change-1,633 (-2%)
Value$5.7M (-$109.4K)
Filed 2026-10-23
Burns J W & Co Inc
DECREASED
Shares106,128 from 106,204
Change-76 (0%)
Value$5.7M (-$26.4K)
Filed 2026-10-20
Zullo Investment Group, Inc.
INCREASED
Shares105,334 from 104,731
Change+603 (+1%)
Value$5.6M (+$10.2K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares105,187 from 109,209
Change-4,022 (-4%)
Value$5.6M (-$237.7K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED
Shares104,736 from 208,672
Change-103,936 (-50%)
Value$5.6M (-$5.6M)
Filed 2026-10-16
Miramontes Capital, LLC
INCREASED
Shares103,417 from 102,189
Change+1,228 (+1%)
Value$5.5M (+$44.1K)
Filed 2026-10-19
LightSquare Wealth Management, LLC
INCREASED
Shares103,011 from 99,827
Change+3,184 (+3%)
Value$5.5M (+$149.1K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares102,229 from 98,517
Change+3,712 (+4%)
Value$5.5M (+$177.5K)
Filed 2026-10-22
Central Trust Co
DECREASED
Shares99,470 from 99,674
Change-204 (0%)
Value$5.3M (-$31.8K)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares99,249 from 103,193
Change-3,944 (-4%)
Value$5.3M (-$232.3K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares98,740 from 80,232
Change+18,508 (+23%)
Value$5.3M (+$971.5K)
Filed 2026-10-20
Independence Wealth Advisors, LLC
DECREASED
Shares98,165 from 198,303
Change-100,138 (-50%)
Value$5.2M (-$5.4M)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares97,345 from 165,841
Change-68,496 (-41%)
Value$5.2M (-$3.7M)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares97,166 from 82,078
Change+15,088 (+18%)
Value$5.2M (+$788.4K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED
Shares97,058 from 90,938
Change+6,120 (+7%)
Value$5.2M (+$307.7K)
Filed 2026-10-30
Intrua Financial, LLC
DECREASED
Shares96,364 from 142,995
Change-46,631 (-33%)
Value$5.1M (-$2.5M)
Filed 2026-10-28
Channel Wealth LLC
INCREASED
Shares95,729 from 92,066
Change+3,663 (+4%)
Value$5.1M (+$176.3K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares93,739 from 53,678
Change+40,061 (+75%)
Value$5.0M (+$2.1M)
Filed 2026-10-13
Rye Brook Capital LLC
INCREASED
Shares92,975 from 81,720
Change+11,255 (+14%)
Value$5.0K (-$4.4M)
Filed 2026-10-07
Univest Financial Corp
INCREASED
Shares92,340 from 23,262
Change+69,078 (+297%)
Value$4.9M (+$3.7M)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares91,965 from 88,357
Change+3,608 (+4%)
Value$4.9M (+$174.1K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares91,576 from 91,576
Change0 (0%)
Value$4.9M (-$19.2K)
Filed 2026-10-20
Arch Global Advisors, LLC
INCREASED
Shares90,910 from 89,851
Change+1,059 (+1%)
Value$4.9M (+$37.7K)
Filed 2026-10-23
10Elms LLP
INCREASED
Shares90,874 from 89,034
Change+1,840 (+2%)
Value$4.9M (+$79.6K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares90,551 from 95,375
Change-4,824 (-5%)
Value$4.8M (-$277.6K)
Filed 2026-11-06
City Holding Co
DECREASED
Shares88,965 from 89,479
Change-514 (-1%)
Value$4.8M (-$46.2K)
Filed 2026-10-19
Centennial Bank
INCREASED
Shares88,127 from 68,017
Change+20,110 (+30%)
Value$4.7M (+$1.1M)
Filed 2026-11-09
Bank of New York Mellon Corp
DECREASED
Shares87,889 from 114,439
Change-26,550 (-23%)
Value$4.7M (-$1.4M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares87,650 from 86,744
Change+906 (+1%)
Value$4.7M (+$48.6K)
Filed 2026-11-06
Darwin Wealth Management, LLC
INCREASED
Shares87,585 from 49,682
Change+37,903 (+76%)
Value$4.7M (+$2.0M)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
INCREASED
Shares86,647 from 77,843
Change+8,804 (+11%)
Value$4.6M (+$453.7K)
Filed 2026-11-09
Capstone Wealth Management Group, Inc.
INCREASED
Shares86,357 from 86,334
Change+23 (+0%)
Value$4.6M (-$16.9K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares86,323 from 88,598
Change-2,275 (-3%)
Value$4.6M (-$140.1K)
Filed 2026-10-22
Ironwood Wealth Management, Inc.
INCREASED
Shares85,722 from 85,451
Change+271 (+0%)
Value$4.6M (-$97.2K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares85,677 from 106,656
Change-20,979 (-20%)
Value$4.6M (-$1.1M)
Filed 2026-10-28
Comprehensive Wealth Management, LLC
DECREASED
Shares83,116 from 86,699
Change-3,583 (-4%)
Value$4.4M (-$209.5K)
Filed 2026-11-02
Acima Private Wealth, LLC
UNCHANGED
Shares82,253 from 82,253
Change0 (0%)
Value$4.4M (-$17.3K)
Filed 2026-10-05
Floyd Financial Group LLC
INCREASED
Shares81,960 from 38,919
Change+43,041 (+111%)
Value$4.5M (+$2.3M)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares81,512 from 81,766
Change-254 (0%)
Value$4.4M (-$29.5K)
Filed 2026-11-02
Leuthold Group, LLC
DECREASED
Shares81,169 from 85,223
Change-4,054 (-5%)
Value$4.3M (-$234.4K)
Filed 2026-11-04
Vestor Capital, LLC
INCREASED
Shares80,658 from 8,657
Change+72,001 (+832%)
Value$58.5K (+$58.1K)
Filed 2026-11-04
Pine Valley Investments Ltd Liability Co
INCREASED
Shares80,592 from 75,594
Change+4,998 (+7%)
Value$4.3M (+$251.0K)
Filed 2026-11-09
New Wave Wealth Advisors LLC
INCREASED
Shares78,885 from 75,574
Change+3,311 (+4%)
Value$4.3M (+$273.0K)
Filed 2026-10-19
Summit Securities Group LLC
INCREASED
Shares78,430 from 28,500
Change+49,930 (+175%)
Value$4.2M (+$2.7M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares76,388 from 79,955
Change-3,567 (-4%)
Value$3.6M (-$205.5K)
Filed 2026-10-08
M&T Bank Corp
DECREASED
Shares75,661 from 84,362
Change-8,701 (-10%)
Value$4.0M (-$482.4K)
Filed 2026-11-10
Madison Park Capital Advisors, LLC
INCREASED
Shares75,393 from 69,225
Change+6,168 (+9%)
Value$4.0M (+$314.8K)
Filed 2026-10-28
Patton Albertson Miller Group, LLC
DECREASED
Shares73,491 from 73,691
Change-200 (0%)
Value$3.9M (-$26.2K)
Filed 2026-10-26
North Star Investment Management Corp.
DECREASED
Shares73,239 from 74,077
Change-838 (-1%)
Value$3.9M (-$60.4K)
Filed 2026-10-27
Es4, LLC
INCREASED
Shares73,192 from 63,657
Change+9,535 (+15%)
Value$3.9M (+$495.8K)
Filed 2026-11-09
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares73,161 from 76,279
Change-3,118 (-4%)
Value$3.9K (-$4.1M)
Filed 2026-10-14
West Financial Advisors, LLC
NEW
Shares73,095
Change+73,095
Value$3.9M
Filed 2026-10-22
Warner Financial, Inc
INCREASED
Shares73,034 from 72,757
Change+277 (+0%)
Value$3.9M (-$521)
Filed 2026-11-06
Clark Financial Services Group Inc
NEW
Shares73,021
Change+73,021
Value$3.9M
Filed 2026-10-19
Vivid Wealth Management, LLC
DECREASED
Shares72,510 from 73,796
Change-1,286 (-2%)
Value$3.9M (-$84.2K)
Filed 2026-10-27
Cadent Capital Advisors, LLC
DECREASED
Shares72,256 from 73,398
Change-1,142 (-2%)
Value$3.9M (-$76.4K)
Filed 2026-10-09
Belpointe Asset Management LLC
DECREASED
Shares72,031 from 79,239
Change-7,208 (-9%)
Value$3.8M (-$401.5K)
Filed 2026-11-09
Rockland Trust Co
DECREASED
Shares69,455 from 69,603
Change-148 (0%)
Value$3.7M (-$22.5K)
Filed 2026-10-05
BigSur Wealth Management LLC
INCREASED
Shares69,100 from 61,820
Change+7,280 (+12%)
Value$3.7M (+$375.8K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares68,617 from 12,786
Change+55,831 (+437%)
Value$3.7K (+$3.0K)
Filed 2026-10-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares68,421 from 68,664
Change-243 (0%)
Value$3.7M (-$27.4K)
Filed 2026-10-21
Fluent Financial, LLC
NEW
Shares68,248
Change+68,248
Value$3.6M
Filed 2026-10-13
Brandywine OAK Private Wealth LLC
DECREASED
Shares67,831 from 68,229
Change-398 (-1%)
Value$3.6M (-$35.5K)
Filed 2026-10-23
Teamwork Financial Advisors, LLC
INCREASED
Shares67,791 from 64,311
Change+3,480 (+5%)
Value$3.6M (+$172.3K)
Filed 2026-10-19
Innova Wealth Partners
DECREASED
Shares67,696 from 69,962
Change-2,266 (-3%)
Value$3.6M (-$135.7K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares67,522 from 62,625
Change+4,897 (+8%)
Value$3.6M (+$248.4K)
Filed 2026-11-05
Silphium Asset Management Ltd
UNCHANGED
Shares67,400 from 67,400
Change0 (0%)
Value$3.6M (-$14.2K)
Filed 2026-10-27
Waldron Private Wealth LLC
UNCHANGED
Shares66,390 from 66,390
Change0 (0%)
Value$3.5M (-$13.9K)
Filed 2026-11-02
ARS Investment Partners, LLC
INCREASED
Shares66,202 from 63,749
Change+2,453 (+4%)
Value$3.5M (+$117.6K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
INCREASED
Shares65,665 from 64,133
Change+1,532 (+2%)
Value$3.5M (+$68.3K)
Filed 2026-10-06
Fagan Associates, Inc.
DECREASED
Shares65,621 from 66,003
Change-382 (-1%)
Value$3.5M (-$34.2K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares65,451 from 65,578
Change-127 (0%)
Value$3.5M (-$20.5K)
Filed 2026-10-28
Tctc Holdings, LLC
UNCHANGED
Shares65,272 from 65,272
Change0 (0%)
Value$3.5M (-$13.7K)
Filed 2026-11-02
Asset Allocation Strategies LLC
DECREASED
Shares65,026 from 75,993
Change-10,967 (-14%)
Value$3.5M (-$601.6K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares64,462 from 63,802
Change+660 (+1%)
Value$3.4M (+$21.9K)
Filed 2026-11-04
Butensky & Cohen Financial Security, Inc
INCREASED
Shares64,207 from 64,098
Change+109 (+0%)
Value$3.4M (-$7.6K)
Filed 2026-10-13
Ledyard National Bank
DECREASED
Shares63,674 from 65,398
Change-1,724 (-3%)
Value$3.4M (-$105.8K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares63,449 from 78,280
Change-14,831 (-19%)
Value$3.4M (-$808.4K)
Filed 2026-10-15
Kennicott Capital Management LLC
INCREASED
Shares63,389 from 61,941
Change+1,448 (+2%)
Value$3.4M (+$64.3K)
Filed 2026-10-16
RDA Financial Network
INCREASED
Shares63,303 from 63,216
Change+87 (+0%)
Value$3.4M (-$8.6K)
Filed 2026-10-15
Quattro Financial Advisors LLC
INCREASED
Shares63,088 from 54,088
Change+9,000 (+17%)
Value$3.4M (+$469.2K)
Filed 2026-10-15
Trust Co
DECREASED
Shares62,657 from 69,794
Change-7,137 (-10%)
Value$3.3M (-$395.8K)
Filed 2026-10-09
United Asset Strategies, Inc.
DECREASED
Shares62,427 from 63,333
Change-906 (-1%)
Value$3.3M (-$61.7K)
Filed 2026-10-28
MontVue Capital Management, Inc.
DECREASED
Shares61,912 from 62,493
Change-581 (-1%)
Value$3.3M (-$44.1K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares61,376 from 63,372
Change-1,996 (-3%)
Value$3.3M (-$119.9K)
Filed 2026-10-19
Wall Capital Group, Inc.
INCREASED
Shares61,327 from 43,785
Change+17,542 (+40%)
Value$3.3M (+$927.6K)
Filed 2026-10-14
Bfsg, LLC
DECREASED
Shares60,257 from 60,907
Change-650 (-1%)
Value$3.2M (-$47.5K)
Filed 2026-10-30
Absolute Capital Management, LLC
UNCHANGED
Shares59,900 from 59,900
Change0 (0%)
Value$3.2M (-$12.5K)
Filed 2026-10-16
Chesapeake Wealth Management
DECREASED
Shares59,753 from 65,197
Change-5,444 (-8%)
Value$3.2M (-$304.4K)
Filed 2026-11-09
Geneos Wealth Management Inc.
DECREASED
Shares59,703 from 109,367
Change-49,664 (-45%)
Value$3.2M (-$2.7M)
Filed 2026-11-09
Avior Wealth Management, LLC
INCREASED
Shares59,459 from 55,012
Change+4,447 (+8%)
Value$3.2M (+$225.9K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares59,094 from 92,916
Change-33,822 (-36%)
Value$3.2M (-$1.8M)
Filed 2026-10-28
Peddock Capital Advisors, LLC
DECREASED
Shares58,376 from 59,530
Change-1,154 (-2%)
Value$3.1M (-$74.1K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
DECREASED
Shares58,299 from 58,483
Change-184 (0%)
Value$3.1M (-$22.1K)
Filed 2026-10-16
Corrado Advisors, LLC
INCREASED
Shares58,146 from 55,906
Change+2,240 (+4%)
Value$3.1M (+$107.9K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares58,134 from 49,363
Change+8,771 (+18%)
Value$3.1M (+$458.0K)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares57,799 from 55,542
Change+2,257 (+4%)
Value$3.1M (+$108.9K)
Filed 2026-10-16
Laraway Financial Advisors Inc
DECREASED
Shares57,578 from 58,073
Change-495 (-1%)
Value$3.1M (-$38.6K)
Filed 2026-11-09
Banque Pictet & CIE SA
DECREASED
Shares57,142 from 58,642
Change-1,500 (-3%)
Value$3.1M (-$92.4K)
Filed 2026-10-16
Addison Capital Co
DECREASED
Shares56,821 from 74,061
Change-17,240 (-23%)
Value$3.0M (-$936.1K)
Filed 2026-11-09
WP Advisors, LLC
INCREASED
Shares56,541 from 56,199
Change+342 (+1%)
Value$3.0M (+$6.5K)
Filed 2026-10-22
Thayer Partners, LLC / MA
INCREASED
Shares56,457 from 52,420
Change+4,037 (+8%)
Value$3.0M (+$204.6K)
Filed 2026-11-06
Orca Investment Management, LLC
DECREASED
Shares56,419 from 57,010
Change-591 (-1%)
Value$3.0M (-$43.5K)
Filed 2026-10-29
Savant Capital, LLC
DECREASED
Shares56,159 from 64,118
Change-7,959 (-12%)
Value$3.0M (-$383.3K)
Filed 2026-11-06
Pinnacle Associates LTD
INCREASED
Shares56,107 from 51,816
Change+4,291 (+8%)
Value$3.0M (+$218.2K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares55,993 from 55,270
Change+723 (+1%)
Value$3.0M (+$27.0K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares55,806 from 55,509
Change+297 (+1%)
Value$3.0M (+$4.2K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares55,027 from 10,870
Change+44,157 (+406%)
Value$2.9M (+$2.4M)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares54,789 from 56,442
Change-1,653 (-3%)
Value$2.9M (-$100.1K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares54,753 from 53,624
Change+1,129 (+2%)
Value$3.0M (-$9.0K)
Filed 2026-10-13
Herbst Group, LLC
INCREASED
Shares54,650 from 53,312
Change+1,338 (+3%)
Value$2.9M (+$60.2K)
Filed 2026-10-20
CMG Global Holdings, LLC
INCREASED
Shares54,546 from 53,537
Change+1,009 (+2%)
Value$2.9M (+$42.7K)
Filed 2026-10-14
Wealthfront Advisers LLC
DECREASED
Shares53,499 from 55,602
Change-2,103 (-4%)
Value$2.9M (-$124.0K)
Filed 2026-11-09
Appalachian Capital Management Ltd
DECREASED
Shares53,467 from 53,558
Change-91 (0%)
Value$2.9M (-$16.1K)
Filed 2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED
Shares53,295 from 48,555
Change+4,740 (+10%)
Value$2.8M (+$243.0K)
Filed 2026-10-26
Harrell Investment Partners, LLC
DECREASED
Shares53,286 from 53,306
Change-20 (0%)
Value$2.8M (-$12.3K)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares53,074 from 49,793
Change+3,281 (+7%)
Value$2.8M (+$120.6K)
Filed 2026-10-30
Y.D. More Investments Ltd
DECREASED
Shares52,883 from 53,015
Change-132 (0%)
Value$2.8M (-$17.3K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
DECREASED
Shares52,818 from 53,333
Change-515 (-1%)
Value$2.8K (-$38)
Filed 2026-10-27
Shuttleworth & Co
INCREASED
Shares52,402 from 51,661
Change+741 (+1%)
Value$2.8M (+$28.7K)
Filed 2026-10-30
Earned Wealth Advisors, LLC
INCREASED
Shares51,973 from 49,998
Change+1,975 (+4%)
Value$2.8M (+$95.0K)
Filed 2026-11-06
Constitution Capital LLC
DECREASED
Shares51,791 from 53,291
Change-1,500 (-3%)
Value$2.8M (-$91.3K)
Filed 2026-10-23
Graetz Wealth LLC
DECREASED
Shares51,748 from 53,212
Change-1,464 (-3%)
Value$2.8M (-$89.4K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares51,017 from 19,621
Change+31,396 (+160%)
Value$2.7M (+$1.7M)
Filed 2026-10-28
Fulcrum Equity Management
INCREASED
Shares50,521 from 42,945
Change+7,576 (+18%)
Value$2.7M (+$395.5K)
Filed 2026-10-21
Associated Banc-Corp
INCREASED
Shares50,401 from 49,877
Change+524 (+1%)
Value$2.7M (+$17.5K)
Filed 2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares50,351 from 31,629
Change+18,722 (+59%)
Value$2.7M (+$993.1K)
Filed 2026-10-09
Meridian Wealth Management, LLC
INCREASED
Shares50,150 from 49,170
Change+980 (+2%)
Value$2.7M (+$42.5K)
Filed 2026-11-05
Next Level Private LLC
INCREASED
Shares49,827 from 49,672
Change+155 (+0%)
Value$2.7M (-$2.2K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares49,538 from 47,498
Change+2,040 (+4%)
Value$2.6M (+$99.0K)
Filed 2026-11-06
Capital Investment Counsel, LLC
NEW
Shares49,462
Change+49,462
Value$2.6M
Filed 2026-10-14
Edgestream Partners, L.P.
DECREASED
Shares49,094 from 86,301
Change-37,207 (-43%)
Value$2.6M (-$2.0M)
Filed 2026-11-10
Realta Investment Advisors
INCREASED
Shares49,036 from 46,825
Change+2,211 (+5%)
Value$2.6M (+$108.2K)
Filed 2026-10-14
Nwam LLC
INCREASED
Shares47,899 from 47,303
Change+596 (+1%)
Value$2.6M (+$21.9K)
Filed 2026-11-09
Axiom Investment Management LLC
DECREASED
Shares47,897 from 49,078
Change-1,181 (-2%)
Value$2.6M (-$73.3K)
Filed 2026-11-03
Advisory Solutions Group, LLC
DECREASED
Shares47,856 from 50,727
Change-2,871 (-6%)
Value$2.6M (-$164.0K)
Filed 2026-10-14
Nuveen, LLC
INCREASED
Shares47,760 from 28,819
Change+18,941 (+66%)
Value$2.3M (+$771.1K)
Filed 2026-11-10
Rockingstone Advisors LLC
INCREASED
Shares46,978 from 46,138
Change+840 (+2%)
Value$2.5M (+$35.2K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
DECREASED
Shares46,856 from 71,803
Change-24,947 (-35%)
Value$2.5M (-$1.3M)
Filed 2026-10-27
Advisor Resource Council
DECREASED
Shares46,797 from 49,497
Change-2,700 (-5%)
Value$2.5M (-$257.3K)
Filed 2026-11-05
Beacon Capital Management, Inc.
INCREASED
Shares46,693 from 41,804
Change+4,889 (+12%)
Value$2.5M (+$252.3K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares46,388 from 56,448
Change-10,060 (-18%)
Value$2.5K (-$3.0M)
Filed 2026-10-22
Boltwood Capital Management
INCREASED
Shares45,956 from 45,562
Change+394 (+1%)
Value$2.5M (+$11.5K)
Filed 2026-10-02
Activest Wealth Management
INCREASED
Shares45,607 from 36,562
Change+9,045 (+25%)
Value$2.4M (+$475.4K)
Filed 2026-10-15
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares45,499 from 45,974
Change-475 (-1%)
Value$2.4M (-$35.0K)
Filed 2026-10-14
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares45,400 from 50,900
Change-5,500 (-11%)
Value$2.4M (-$287.7K)
Filed 2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares45,400 from 45,400
Change0 (0%)
Value$2.4M (-$9.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares45,179 from 48,322
Change-3,143 (-6%)
Value$2.4M (-$230.8K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares44,787 from 44,081
Change+706 (+2%)
Value$2.4M (+$28.4K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares44,511 from 83,551
Change-39,040 (-47%)
Value$2.4M (-$2.1M)
Filed 2026-10-21
High Note Wealth, LLC
DECREASED
Shares44,449 from 45,540
Change-1,091 (-2%)
Value$2.4M (-$67.8K)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares44,372 from 44,941
Change-569 (-1%)
Value$2.4M (-$39.8K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares44,044 from 47,331
Change-3,287 (-7%)
Value$2.4M (-$185.0K)
Filed 2026-11-03
City Center Advisors, LLC
INCREASED
Shares43,747 from 30,748
Change+12,999 (+42%)
Value$2.3M (+$687.7K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares42,763 from 62,606
Change-19,843 (-32%)
Value$2.3M (-$1.1M)
Filed 2026-10-22
TritonPoint Partners, LLC
DECREASED
Shares42,740 from 207,995
Change-165,255 (-79%)
Value$2.3M (-$8.9M)
Filed 2026-11-05
St. Johns Investment Management Company, LLC
INCREASED
Shares42,109 from 42,056
Change+53 (+0%)
Value$2.2M (-$6.0K)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares42,000 from 42,030
Change-30 (0%)
Value$2.2M (-$10.4K)
Filed 2026-10-29
Highland Capital Management, LLC
DECREASED
Shares41,733 from 42,358
Change-625 (-1%)
Value$2.2M (-$42.3K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares41,585 from 39,564
Change+2,021 (+5%)
Value$2.2M (+$99.6K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares41,488 from 39,989
Change+1,499 (+4%)
Value$2.2M (+$71.6K)
Filed 2026-10-15
Ocean Park Asset Management, LLC
UNCHANGED
Shares41,485 from 41,485
Change0 (0%)
Value$2.2M (-$8.7K)
Filed 2026-10-21
DT Investment Partners, LLC
DECREASED
Shares41,449 from 45,474
Change-4,025 (-9%)
Value$2.2M (-$224.5K)
Filed 2026-10-27
Paladin Wealth, LLC
INCREASED
Shares41,370 from 40,415
Change+955 (+2%)
Value$2.2M (+$42.5K)
Filed 2026-10-23
Lionsbridge Wealth Management LLC
DECREASED
Shares41,321 from 45,305
Change-3,984 (-9%)
Value$2.2M (-$222.3K)
Filed 2026-10-26
E&G Advisors, LLC
INCREASED
Shares41,237 from 40,612
Change+625 (+2%)
Value$2.2M (+$24.8K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares40,839 from 43,839
Change-3,000 (-7%)
Value$2.2M (-$169.4K)
Filed 2026-10-26
Collaborative Capital Advisors LLC
UNCHANGED
Shares40,698 from 40,698
Change0 (0%)
Value$2.2M (-$8.5K)
Filed 2026-11-06
Hansen & Associates Financial Group, Inc.
INCREASED
Shares40,349 from 40,076
Change+273 (+1%)
Value$2.2M (-$61.7K)
Filed 2026-11-09
Parallel Advisors, LLC
DECREASED
Shares40,086 from 40,804
Change-718 (-2%)
Value$2.1M (-$46.9K)
Filed 2026-11-03
Milestone Asset Management, LLC
INCREASED
Shares39,878 from 23,477
Change+16,401 (+70%)
Value$2.1M (+$870.9K)
Filed 2026-10-15
WealthPLAN Partners, LLC
DECREASED
Shares39,785 from 40,881
Change-1,096 (-3%)
Value$2.1M (-$67.1K)
Filed 2026-10-15
Founders Financial Alliance, LLC
INCREASED
Shares39,732 from 37,952
Change+1,780 (+5%)
Value$2.1M (+$87.1K)
Filed 2026-11-10
Kanawha Capital Management LLC
DECREASED
Shares39,270 from 39,787
Change-517 (-1%)
Value$2.1M (-$36.0K)
Filed 2026-10-19
MTM Investment Management, LLC
INCREASED
Shares39,046 from 38,707
Change+339 (+1%)
Value$2.1M (+$10.0K)
Filed 2026-10-30
McGuire Investment Group, LLC
DECREASED
Shares38,818 from 38,872
Change-54 (0%)
Value$2.1M (-$11.0K)
Filed 2026-10-23
Crumly & Associates Inc.
INCREASED
Shares38,741 from 38,491
Change+250 (+1%)
Value$2.1M (+$5.3K)
Filed 2026-10-07
Brick & Kyle, Associates
DECREASED
Shares38,657 from 39,634
Change-977 (-2%)
Value$2.1M (+$107.6K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares38,139 from 33,798
Change+4,341 (+13%)
Value$2.0M (+$224.7K)
Filed 2026-10-29
Schnieders Capital Management, Llc.
INCREASED
Shares37,744 from 37,721
Change+23 (+0%)
Value$2.0M (-$6.7K)
Filed 2026-11-09
Argent Trust Co
DECREASED
Shares37,560 from 37,849
Change-289 (-1%)
Value$2.0M (-$23.4K)
Filed 2026-11-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares37,311 from 37,311
Change0 (0%)
Value$2.0K (-$2.0M)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares37,027 from 37,174
Change-147 (0%)
Value$2.0M (-$15.7K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares37,018 from 31,052
Change+5,966 (+19%)
Value$2.0M (+$381.3K)
Filed 2026-10-16
Diversify Wealth Management, LLC
DECREASED
Shares36,652 from 39,349
Change-2,697 (-7%)
Value$2.0M (-$212.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares36,652 from 39,349
Change-2,697 (-7%)
Value$2.0M (-$212.4K)
Filed 2026-10-20
Atlatl Advisers LLC
NEW
Shares36,597
Change+36,597
Value$2.0M
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares36,533 from 37,049
Change-516 (-1%)
Value$2.0M (-$35.3K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares36,039
Change+36,039
Value$1.9M
Filed 2026-10-19
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares36,025 from 34,445
Change+1,580 (+5%)
Value$1.9M (+$77.1K)
Filed 2026-10-22
Windsor Capital Management, LLC
DECREASED
Shares35,791 from 36,867
Change-1,076 (-3%)
Value$1.9M (-$65.3K)
Filed 2026-10-13
Redwood Financial Network Corp
DECREASED
Shares35,620 from 38,384
Change-2,764 (-7%)
Value$1.9M (-$155.6K)
Filed 2026-11-03
First Financial Bank - Trust Division
DECREASED
Shares35,529 from 83,663
Change-48,134 (-58%)
Value$1.9M (-$2.6M)
Filed 2026-10-01
Capital Investment Advisory Services, LLC
INCREASED
Shares35,096 from 28,025
Change+7,071 (+25%)
Value$1.9M (+$374.1K)
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$1.9M (-$7.4K)
Filed 2026-10-26
University of Texas S AM Investment Management Co
DECREASED
Shares34,998 from 35,233
Change-235 (-1%)
Value$1.9M (-$19.9K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares34,899 from 31,527
Change+3,372 (+11%)
Value$1.9M (+$173.4K)
Filed 2026-11-02
RCW Management, LLC
UNCHANGED
Shares34,592 from 34,592
Change0 (0%)
Value$1.8M (-$7.2K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares34,388 from 32,190
Change+2,198 (+7%)
Value$1.8M (+$110.6K)
Filed 2026-10-23
Plimoth Trust Co LLC
DECREASED
Shares34,345 from 36,055
Change-1,710 (-5%)
Value$1.8M (-$98.9K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares34,018 from 31,461
Change+2,557 (+8%)
Value$1.8M (+$129.9K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
DECREASED
Shares33,840 from 34,700
Change-860 (-2%)
Value$1.8M (-$53.2K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares33,825 from 34,451
Change-626 (-2%)
Value$1.8M (-$40.6K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares33,748 from 33,174
Change+574 (+2%)
Value$1.8M (+$23.7K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares33,351 from 113,556
Change-80,205 (-71%)
Value$1.8M (-$4.3M)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares33,271 from 36,071
Change-2,800 (-8%)
Value$1.8M (-$157.1K)
Filed 2026-10-26
LJI Wealth Management, LLC
UNCHANGED
Shares33,006 from 33,006
Change0 (0%)
Value$1.8M (-$6.9K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares32,938 from 29,363
Change+3,575 (+12%)
Value$1.8M (+$150.4K)
Filed 2026-10-09
Williams Jones Wealth Management, Llc.
DECREASED
Shares32,892 from 33,570
Change-678 (-2%)
Value$1.8M (-$43.3K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares32,625 from 20,574
Change+12,051 (+59%)
Value$1.7M (+$639.2K)
Filed 2026-11-02
Stapp Wealth Management, Pllc
DECREASED
Shares32,542 from 32,955
Change-413 (-1%)
Value$1.7M (-$28.9K)
Filed 2026-10-15
Lowe Brockenbrough & Co Inc
INCREASED
Shares32,275 from 29,293
Change+2,982 (+10%)
Value$1.7M (+$153.1K)
Filed 2026-11-09
Fairvoy Private Wealth, LLC
INCREASED
Shares32,079 from 30,263
Change+1,816 (+6%)
Value$1.7M (+$90.6K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
DECREASED
Shares32,039 from 33,579
Change-1,540 (-5%)
Value$1.7M (-$89.3K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares31,814 from 26,352
Change+5,462 (+21%)
Value$1.7M (+$286.2K)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares31,673 from 27,068
Change+4,605 (+17%)
Value$1.7M (+$240.3K)
Filed 2026-10-30
Sigma Investment Counselors Inc
INCREASED
Shares31,562 from 28,221
Change+3,341 (+12%)
Value$1.7M (+$172.5K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares31,367 from 33,330
Change-1,963 (-6%)
Value$1.7M (-$111.8K)
Filed 2026-10-20
Howard Capital Management Group, LLC
DECREASED
Shares31,294 from 32,074
Change-780 (-2%)
Value$1.7M (-$48.4K)
Filed 2026-10-16
Occidental Asset Management, LLC
INCREASED
Shares31,165 from 17,126
Change+14,039 (+82%)
Value$1.7M (+$746.1K)
Filed 2026-11-05
Successful Portfolios LLC
DECREASED
Shares31,100 from 31,374
Change-274 (-1%)
Value$1.7M (-$70.5K)
Filed 2026-10-09
First Horizon Corp
DECREASED
Shares30,946 from 31,627
Change-681 (-2%)
Value$1.7M (-$43.0K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares30,940 from 15,799
Change+15,141 (+96%)
Value$1.7M (+$805.2K)
Filed 2026-10-29
Journey Advisory Group, LLC
DECREASED
Shares30,918 from 32,168
Change-1,250 (-4%)
Value$1.7M (-$73.5K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares30,816 from 30,625
Change+191 (+1%)
Value$1.6M (+$3.8K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares30,647 from 30,126
Change+521 (+2%)
Value$1.6M (+$21.5K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares30,427 from 28,793
Change+1,634 (+6%)
Value$1.6M (+$81.2K)
Filed 2026-10-21
Trust Co of Oklahoma
DECREASED
Shares30,394 from 31,956
Change-1,562 (-5%)
Value$1.6M (-$90.1K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
DECREASED
Shares29,787 from 30,689
Change-902 (-3%)
Value$1.6M (-$54.5K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares29,753 from 30,662
Change-909 (-3%)
Value$1.6M (-$55.0K)
Filed 2026-10-26
VVR Holdings LLC
NEW
Shares29,736
Change+29,736
Value$1.6M
Filed 2026-10-19
Kingstone Capital Partners Texas, LLC
DECREASED
Shares29,651 from 30,913
Change-1,262 (-4%)
Value$1.6M (-$73.9K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares29,486
Change+29,486
Value$1.6M
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares29,129 from 26,604
Change+2,525 (+9%)
Value$1.6M (+$129.2K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED
Shares29,049 from 28,558
Change+491 (+2%)
Value$1.6M (+$20.2K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares28,938 from 29,311
Change-373 (-1%)
Value$1.5M (-$26.1K)
Filed 2026-10-27
CWA Asset Management Group, LLC
INCREASED
Shares28,307 from 27,564
Change+743 (+3%)
Value$1.5M (+$33.9K)
Filed 2026-10-19
Capitol Family Office, Inc.
DECREASED
Shares28,135 from 29,586
Change-1,451 (-5%)
Value$1.5M (-$83.7K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares28,094 from 85,149
Change-57,055 (-67%)
Value$1.5M (-$3.1M)
Filed 2026-11-05
Point Windward Advisors Inc.
INCREASED
Shares27,991 from 27,396
Change+595 (+2%)
Value$1.5M (+$26.0K)
Filed 2026-11-06
Smith Salley Wealth Management
UNCHANGED
Shares27,807 from 27,807
Change0 (0%)
Value$1.5M (-$5.8K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares27,640 from 27,520
Change+120 (+0%)
Value$1.5M (+$638)
Filed 2026-10-21
Marco Investment Management LLC
DECREASED
Shares27,395 from 27,539
Change-144 (-1%)
Value$1.5M (-$13.5K)
Filed 2026-11-09
GC Wealth Management RIA, LLC
DECREASED
Shares27,267 from 44,086
Change-16,819 (-38%)
Value$1.5M (-$907.4K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares27,084 from 33,384
Change-6,300 (-19%)
Value$1.4M (-$201.9K)
Filed 2026-10-13
GFS Advisors, LLC
DECREASED
Shares26,965 from 28,912
Change-1,947 (-7%)
Value$1.4M (-$2.1M)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares26,957 from 33,673
Change-6,716 (-20%)
Value$1.4M (-$365.7K)
Filed 2026-10-14
Ring Mountain Capital, LLC
DECREASED
Shares26,799 from 26,951
Change-152 (-1%)
Value$1.4M (-$13.8K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares26,653 from 25,611
Change+1,042 (+4%)
Value$1.4M (+$50.2K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares26,551
Change+26,551
Value$1.4M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares26,551 from 24,434
Change+2,117 (+9%)
Value$1.4M (+$107.9K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares26,246 from 27,343
Change-1,097 (-4%)
Value$1.4M (-$64.3K)
Filed 2026-10-21
Financial & Tax Architects, LLC
NEW
Shares26,049
Change+26,049
Value$1.4M
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares25,923 from 18,523
Change+7,400 (+40%)
Value$1.4M (+$391.3K)
Filed 2026-11-03
Freestone Capital Holdings, LLC
INCREASED
Shares25,861 from 25,413
Change+448 (+2%)
Value$1.4M (+$18.6K)
Filed 2026-11-09
Almanack Investment Partners, Llc.
NEW
Shares25,847
Change+25,847
Value$1.4M
Filed 2026-11-03
SP Asset Management LLC
INCREASED
Shares25,833 from 25,828
Change+5 (+0%)
Value$1.4M (-$5.2K)
Filed 2026-11-05
MMA Asset Management LLC
DECREASED
Shares25,664 from 26,325
Change-661 (-3%)
Value$1.4M (-$40.8K)
Filed 2026-11-02
Roberts Wealth Advisors, LLC
DECREASED
Shares25,571 from 30,915
Change-5,344 (-17%)
Value$1.4M (-$291.9K)
Filed 2026-10-14
NBT Bank, N.A.
DECREASED
Shares25,562 from 26,097
Change-535 (-2%)
Value$1.4M (-$34.0K)
Filed 2026-10-21
Camelot Technology Advisors, Inc.
INCREASED
Shares25,478 from 24,004
Change+1,474 (+6%)
Value$1.4M (+$73.7K)
Filed 2026-10-09
Novem Group
INCREASED
Shares25,433 from 23,751
Change+1,682 (+7%)
Value$1.4M (+$84.9K)
Filed 2026-10-19
Wealthgarden F.S. LLC
DECREASED
Shares25,430 from 26,640
Change-1,210 (-5%)
Value$1.4M (-$70.2K)
Filed 2026-11-09
MKT Advisors LLC
INCREASED
Shares25,265 from 25,153
Change+112 (+0%)
Value$1.4M (-$39.7K)
Filed 2026-10-20
Bluesphere Advisors LLC
INCREASED
Shares25,218 from 22,768
Change+2,450 (+11%)
Value$1.3M (+$126.0K)
Filed 2026-10-19
Contravisory Investment Management, Inc.
DECREASED
Shares25,113 from 25,652
Change-539 (-2%)
Value$1.3M (-$34.2K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares24,930 from 27,111
Change-2,181 (-8%)
Value$1.3K (-$1.5M)
Filed 2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares24,913 from 24,987
Change-74 (0%)
Value$1.4M (-$12.4K)
Filed 2026-10-21
Glenview Trust Co
DECREASED
Shares24,744 from 24,944
Change-200 (-1%)
Value$1.3M (-$15.9K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares24,540 from 25,446
Change-906 (-4%)
Value$1.3M (-$53.7K)
Filed 2026-10-23
Advisors Management Group Inc
DECREASED
Shares24,441 from 24,992
Change-551 (-2%)
Value$1.3K (-$1.3M)
Filed 2026-11-05
Landaas & Co
INCREASED
Shares24,424 from 23,786
Change+638 (+3%)
Value$1.3M (+$29.1K)
Filed 2026-10-29
Xcel Wealth Management, LLC
DECREASED
Shares24,388 from 24,413
Change-25 (0%)
Value$1.3M (-$6.5K)
Filed 2026-10-26
Breakwater Capital Group
DECREASED
Shares24,333 from 24,741
Change-408 (-2%)
Value$1.3M (-$27.0K)
Filed 2026-10-09
Tsfg, LLC
DECREASED
Shares24,307 from 24,437
Change-130 (-1%)
Value$1.3K (-$1.3M)
Filed 2026-10-23
VCI Wealth Management LLC
DECREASED
Shares24,272 from 30,059
Change-5,787 (-19%)
Value$1.3M (-$315.3K)
Filed 2026-10-29
Asset One Wealth Management LLC
DECREASED
Shares24,240 from 24,299
Change-59 (0%)
Value$1.3M (-$79.9K)
Filed 2026-11-02
First Business Financial Services, Inc.
UNCHANGED
Shares24,095 from 24,095
Change0 (0%)
Value$1.3M (-$5.1K)
Filed 2026-10-29
Penobscot Wealth Management
DECREASED
Shares24,078 from 24,744
Change-666 (-3%)
Value$1.3M (-$40.8K)
Filed 2026-10-21
Ranch Capital Advisors Inc.
INCREASED
Shares24,075 from 23,799
Change+276 (+1%)
Value$1.3M (+$9.8K)
Filed 2026-11-09
Cardinal Point Capital Management ULC
INCREASED
Shares23,940 from 20,721
Change+3,219 (+16%)
Value$1.3M (+$167.6K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares23,809 from 20,987
Change+2,822 (+13%)
Value$1.3M (+$146.3K)
Filed 2026-11-02
JBR Co Financial Management Inc
UNCHANGED
Shares23,765 from 23,765
Change0 (0%)
Value$1.3M (+$27.8K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares23,652 from 28,517
Change-4,865 (-17%)
Value$1.3M (-$265.8K)
Filed 2026-10-20
Silverlake Wealth Management LLC
INCREASED
Shares23,610 from 22,640
Change+970 (+4%)
Value$1.3M (+$47.0K)
Filed 2026-10-21
Ironwood Financial, llc
DECREASED
Shares23,551 from 24,002
Change-451 (-2%)
Value$1.3M (-$88.2K)
Filed 2026-10-20
Wespac Advisors, LLC
INCREASED
Shares23,485 from 19,768
Change+3,717 (+19%)
Value$1.3M (+$194.3K)
Filed 2026-10-26
Cape ANN Savings Bank
DECREASED
Shares23,474 from 23,559
Change-85 (0%)
Value$1.3M (-$9.5K)
Filed 2026-11-09
Partners Wealth Management, LLC
INCREASED
Shares23,471 from 18,653
Change+4,818 (+26%)
Value$1.3M (+$253.4K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares23,052 from 21,723
Change+1,329 (+6%)
Value$1.2M (+$66.4K)
Filed 2026-10-09
C2c Wealth Management, LLC
UNCHANGED
Shares22,953 from 22,953
Change0 (0%)
Value$1.2M (-$4.8K)
Filed 2026-10-20
Core Wealth Partners LLC
INCREASED
Shares22,952 from 22,884
Change+68 (+0%)
Value$1.2M (-$1.2K)
Filed 2026-11-02
First Citizens Financial Corp
INCREASED
Shares22,945 from 22,487
Change+458 (+2%)
Value$1.2M (+$19.7K)
Filed 2026-10-02
Valmark Advisers, Inc.
DECREASED
Shares22,895 from 23,758
Change-863 (-4%)
Value$1.2M (-$51.1K)
Filed 2026-11-06
PFS Partners, LLC
DECREASED
Shares22,886 from 23,021
Change-135 (-1%)
Value$1.2M (-$12.1K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares22,574 from 36,899
Change-14,325 (-39%)
Value$2.0M (+$51.1K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares22,514 from 4,056
Change+18,458 (+455%)
Value$1.2M (+$984.8K)
Filed 2026-10-26
Arrow Financial Corp
UNCHANGED
Shares22,502 from 22,502
Change0 (0%)
Value$1.2M (-$4.7K)
Filed 2026-10-26
71 West Capital Partners
UNCHANGED
Shares22,488 from 22,488
Change0 (0%)
Value$1.2M (-$4.7K)
Filed 2026-11-04
Financial Freedom, LLC
DECREASED
Shares22,468 from 27,781
Change-5,313 (-19%)
Value$1.2M (-$289.5K)
Filed 2026-11-06
D.B. Root & Company, LLC
INCREASED
Shares22,413 from 10,845
Change+11,568 (+107%)
Value$1.2M (+$615.5K)
Filed 2026-11-04
Value Investment Professionals, LLC
UNCHANGED
Shares22,242 from 22,242
Change0 (0%)
Value$1.2M (-$4.7K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares22,205 from 21,766
Change+439 (+2%)
Value$1.2M (+$18.9K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
INCREASED
Shares22,104 from 22,015
Change+89 (+0%)
Value$1.2M (+$99)
Filed 2026-10-09
Investors Asset Management of Georgia Inc
INCREASED
Shares22,089 from 22,074
Change+15 (+0%)
Value$1.2M (-$3.8K)
Filed 2026-10-20
Capital Management Associates
NEW
Shares22,000
Change+22,000
Value$1.2M
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares22,000 from 500
Change+21,500 (+4300%)
Value$1.2M (+$1.1M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
INCREASED
Shares22,000 from 10,111
Change+11,889 (+118%)
Value$1.2M (+$632.7K)
Filed 2026-11-03
Curat Global, LLC
INCREASED
Shares21,628 from 21,442
Change+186 (+1%)
Value$1.2M (-$1.6M)
Filed 2026-10-26
Toews Corp
UNCHANGED
Shares21,600 from 21,600
Change0 (0%)
Value$1.2M (-$4.5K)
Filed 2026-11-09
Certified Advisory Corp
DECREASED
Shares21,475 from 21,579
Change-104 (0%)
Value$1.1M (-$10.1K)
Filed 2026-10-29
Westbourne Investment Advisors, Inc.
DECREASED
Shares21,456 from 28,436
Change-6,980 (-25%)
Value$1.1M (-$378.7K)
Filed 2026-10-20
Providence First Trust Co
INCREASED
Shares21,438 from 21,109
Change+329 (+2%)
Value$1.1M (+$13.1K)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares21,432 from 8,846
Change+12,586 (+142%)
Value$1.1M (+$670.2K)
Filed 2026-10-27
HBK Sorce Advisory LLC
DECREASED
Shares21,427 from 22,663
Change-1,236 (-5%)
Value$1.2M (-$82.4K)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares21,371 from 21,223
Change+148 (+1%)
Value$1.1M (+$3.5K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
INCREASED
Shares21,222 from 17,683
Change+3,539 (+20%)
Value$1.1M (+$185.3K)
Filed 2026-11-04
Angeles Wealth Management, LLC
INCREASED
Shares21,185 from 20,968
Change+217 (+1%)
Value$1.1M (+$7.2K)
Filed 2026-10-26
Ritholtz Wealth Management
DECREASED
Shares21,088 from 21,944
Change-856 (-4%)
Value$1.1M (-$50.3K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares21,060 from 20,222
Change+838 (+4%)
Value$1.1M (+$47.0K)
Filed 2026-11-05
Autumn Glory Partners, LLC
UNCHANGED
Shares20,970 from 20,970
Change0 (0%)
Value$1.1M (-$4.4K)
Filed 2026-10-26
Perennial Advisors, LLC
INCREASED
Shares20,894 from 19,271
Change+1,623 (+8%)
Value$1.1M (+$82.6K)
Filed 2026-10-13
N.E.W. Advisory Services LLC
DECREASED
Shares20,748 from 20,798
Change-50 (0%)
Value$1.1M (-$7.0K)
Filed 2026-11-09
Compound Planning, Inc.
DECREASED
Shares20,552 from 20,874
Change-322 (-2%)
Value$1.1M (-$21.6K)
Filed 2026-11-09
Richards, Merrill & Peterson, Inc.
INCREASED
Shares20,505 from 19,925
Change+580 (+3%)
Value$1.1M (+$26.8K)
Filed 2026-10-19
MCF Advisors LLC
INCREASED
Shares20,462 from 18,734
Change+1,728 (+9%)
Value$1.1M (+$88.3K)
Filed 2026-10-28
Flywheel Private Wealth LLC
INCREASED
Shares20,399 from 19,832
Change+567 (+3%)
Value$1.1M (+$26.1K)
Filed 2026-11-02
Bridges Investment Management Inc
NEW
Shares20,325
Change+20,325
Value$1.1M
Filed 2026-11-10
German American Bancorp, Inc.
INCREASED
Shares20,090 from 19,690
Change+400 (+2%)
Value$1.1M (+$17.2K)
Filed 2026-11-10
Modera Wealth Management, LLC
INCREASED
Shares19,738 from 11,697
Change+8,041 (+69%)
Value$1.1M (+$426.9K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares19,652 from 18,011
Change+1,641 (+9%)
Value$1.0M (+$83.9K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares19,527 from 19,527
Change0 (0%)
Value$1.0M (-$2.7K)
Filed 2026-10-29
Legacy Capital Group California, Inc.
INCREASED
Shares19,442 from 18,470
Change+972 (+5%)
Value$1.0M (+$48.0K)
Filed 2026-11-09
VestGen Advisors, LLC
INCREASED
Shares19,437 from 18,525
Change+912 (+5%)
Value$1.0M (+$44.8K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares19,362 from 19,261
Change+101 (+1%)
Value$1.0M (+$1.3K)
Filed 2026-10-14
Wealthstar Advisors, LLC
INCREASED
Shares19,322 from 18,196
Change+1,126 (+6%)
Value$1.0M (+$56.3K)
Filed 2026-10-19
Granite FO LLC
UNCHANGED
Shares19,305 from 19,305
Change0 (0%)
Value$1.0M (-$4.1K)
Filed 2026-10-14
Luminist Capital LLC
INCREASED
Shares19,288 from 482
Change+18,806 (+3902%)
Value$1.0M (+$1.0M)
Filed 2026-11-10
Northland Securities, Inc.
UNCHANGED
Shares19,004 from 19,004
Change0 (0%)
Value$1.0M (-$4.0K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares18,636 from 20,827
Change-2,191 (-11%)
Value$995.2K (-$121.4K)
Filed 2026-11-04
Prairiewood Capital, LLC
DECREASED
Shares18,574 from 18,614
Change-40 (0%)
Value$991.9K (-$6.0K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares18,485 from 21,855
Change-3,370 (-15%)
Value$987.1K (-$184.5K)
Filed 2026-10-14
GenTrust, LLC
INCREASED
Shares18,434 from 5,298
Change+13,136 (+248%)
Value$984.4K (+$700.3K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares18,332 from 18,122
Change+210 (+1%)
Value$980.0K (-$12.7K)
Filed 2026-10-09
Accredited Investor Services, LLC
UNCHANGED
Shares18,311 from 18,311
Change0 (0%)
Value$977.8K (-$3.8K)
Filed 2026-10-22
Trust Point Inc.
UNCHANGED
Shares18,285 from 18,285
Change0 (0%)
Value$976.4K (-$3.8K)
Filed 2026-10-27
Allen Investment Management, LLC
UNCHANGED
Shares18,274 from 18,274
Change0 (0%)
Value$975.6K (-$4.0K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
INCREASED
Shares18,223 from 11,124
Change+7,099 (+64%)
Value$1.0M (+$415.5K)
Filed 2026-11-05
Fourpath Capital Management, LLC
INCREASED
Shares18,208 from 14,574
Change+3,634 (+25%)
Value$972.3K (+$191.0K)
Filed 2026-10-19
First National Trust Co
INCREASED
Shares18,176 from 12,945
Change+5,231 (+40%)
Value$970.6K (+$276.6K)
Filed 2026-10-28
Beacon Financial Advisory LLC
UNCHANGED
Shares18,056 from 18,056
Change0 (0%)
Value$964.2K (-$3.8K)
Filed 2026-10-16
Ignite Planners, LLC
INCREASED
Shares18,048 from 17,803
Change+245 (+1%)
Value$963.8K (+$9.4K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
INCREASED
Shares17,854 from 16,858
Change+996 (+6%)
Value$1.3M (+$424.7K)
Filed 2026-11-02
Balboa Wealth Partners
DECREASED
Shares17,823 from 18,183
Change-360 (-2%)
Value$951.8K (-$23.0K)
Filed 2026-10-20
Evergreen Capital Management LLC
DECREASED
Shares17,744 from 17,745
Change-1 (0%)
Value$947.5K (-$3.8K)
Filed 2026-10-23
Wolff Wiese Magana LLC
DECREASED
Shares17,718 from 18,033
Change-315 (-2%)
Value$946.1K (-$20.6K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
INCREASED
Shares17,635 from 16,540
Change+1,095 (+7%)
Value$941.7K (+$55.0K)
Filed 2026-10-19
Gateway Investment Advisers LLC
NEW
Shares17,607
Change+17,607
Value$940.2K
Filed 2026-10-13
Retirement Planning Group, LLC
UNCHANGED
Shares17,526 from 17,526
Change0 (0%)
Value$935.9K (-$3.7K)
Filed 2026-10-19
Riversedge Advisors, LLC
UNCHANGED
Shares17,398 from 17,398
Change0 (0%)
Value$929.1K (-$3.7K)
Filed 2026-10-09
Sherman Asset Management, Inc.
DECREASED
Shares17,397 from 23,093
Change-5,696 (-25%)
Value$929.0K (-$309.0K)
Filed 2026-11-05
Keystone Wealth Services, LLC
INCREASED
Shares17,340 from 3,976
Change+13,364 (+336%)
Value$936.5K (+$723.4K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
INCREASED
Shares17,330 from 16,145
Change+1,185 (+7%)
Value$925.4K (+$59.9K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares17,191 from 17,142
Change+49 (+0%)
Value$961.0K (+$3.9K)
Filed 2026-10-27
Surience Private Wealth LLC
DECREASED
Shares17,149 from 97,941
Change-80,792 (-82%)
Value$915.8K (-$4.3M)
Filed 2026-10-16
Peoples Bank
DECREASED
Shares17,137 from 17,987
Change-850 (-5%)
Value$915.1K (-$49.2K)
Filed 2026-10-09
Coastline Trust Co
DECREASED
Shares16,973 from 17,235
Change-262 (-2%)
Value$906.4K (-$17.6K)
Filed 2026-10-01
AdvisorNet Financial, Inc
DECREASED
Shares16,931 from 18,723
Change-1,792 (-10%)
Value$923.1K (-$80.7K)
Filed 2026-10-15
Heritage Wealth Advisors
UNCHANGED
Shares16,909 from 16,909
Change0 (0%)
Value$902.9K (-$3.6K)
Filed 2026-11-09
Rebalance, LLC
INCREASED
Shares16,872 from 16,845
Change+27 (+0%)
Value$901.0K (-$2.1K)
Filed 2026-10-22
Bell Bank
DECREASED
Shares16,866 from 17,088
Change-222 (-1%)
Value$900.6K (-$15.4K)
Filed 2026-10-21
Union Savings Bank
DECREASED
Shares16,755 from 17,635
Change-880 (-5%)
Value$894.7K (-$50.7K)
Filed 2026-10-14
Guardian Asset Advisors, LLC
INCREASED
Shares16,658 from 16,454
Change+204 (+1%)
Value$889.6K (+$7.4K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
DECREASED
Shares16,603 from 22,968
Change-6,365 (-28%)
Value$886.6K (-$344.7K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares16,598 from 16,515
Change+83 (+1%)
Value$886.3K (+$964)
Filed 2026-10-27
Avantax Planning Partners, Inc.
INCREASED
Shares16,453 from 15,912
Change+541 (+3%)
Value$878.6K (+$25.6K)
Filed 2026-11-03
Personal CFO Solutions, LLC
INCREASED
Shares16,276 from 14,389
Change+1,887 (+13%)
Value$869.1K (+$97.8K)
Filed 2026-11-06
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares16,251 from 17,981
Change-1,730 (-10%)
Value$867.8K (-$96.2K)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares16,210 from 15,987
Change+223 (+1%)
Value$865.6K (+$8.5K)
Filed 2026-11-06
Sovran Advisors, LLC
DECREASED
Shares16,182 from 16,807
Change-625 (-4%)
Value$921.4K (-$46.7K)
Filed 2026-11-02
Gold Investment Management Ltd.
UNCHANGED
Shares16,133 from 16,133
Change0 (0%)
Value$861.0K (-$3.9K)
Filed 2026-10-19
Powell Investment Advisors, LLC
DECREASED
Shares16,101 from 16,303
Change-202 (-1%)
Value$859.8K (-$14.2K)
Filed 2026-10-22
Kaizen Financial Strategies
INCREASED
Shares16,095 from 15,733
Change+362 (+2%)
Value$859.5K (-$2.4K)
Filed 2026-10-09
Steele Capital Management, Inc.
INCREASED
Shares16,090 from 15,960
Change+130 (+1%)
Value$859.2K (+$3.6K)
Filed 2026-11-02
Chicago Trust Co NA
DECREASED
Shares16,060 from 16,062
Change-2 (0%)
Value$857.6K (-$3.5K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
DECREASED
Shares16,026 from 16,338
Change-312 (-2%)
Value$855.8K (-$20.1K)
Filed 2026-10-21
Sherry Group, Inc.
INCREASED
Shares15,923 from 15,738
Change+185 (+1%)
Value$850.3K (+$4.8K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares15,881 from 16,636
Change-755 (-5%)
Value$848.1K (-$43.8K)
Filed 2026-10-13
Fjell Capital, LLC
DECREASED
Shares15,827 from 16,118
Change-291 (-2%)
Value$845.2K (-$18.9K)
Filed 2026-10-13
Arete Wealth Advisors, LLC
INCREASED
Shares15,781 from 15,235
Change+546 (+4%)
Value$843.2K (+$26.4K)
Filed 2026-11-09
Parkside Financial Bank & Trust
DECREASED
Shares15,719 from 26,576
Change-10,857 (-41%)
Value$839.4K (-$585.3K)
Filed 2026-10-27
Beaumont Asset Management, L.L.C.
DECREASED
Shares15,704 from 15,708
Change-4 (0%)
Value$838.6K (-$3.5K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares15,703 from 10,884
Change+4,819 (+44%)
Value$838.5K (+$255.0K)
Filed 2026-10-27
Woodmont Investment Counsel LLC
UNCHANGED
Shares15,703 from 15,703
Change0 (0%)
Value$838.5K (-$3.3K)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares15,683 from 15,684
Change-1 (0%)
Value$837.5K (-$3.3K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares15,559 from 15,836
Change-277 (-2%)
Value$830.9K (-$18.1K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares15,513 from 15,662
Change-149 (-1%)
Value$828.4K (-$11.2K)
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares15,487 from 15,451
Change+36 (+0%)
Value$827.0K (-$1.4K)
Filed 2026-10-09
Lynch & Associates
UNCHANGED
Shares15,350 from 15,350
Change0 (0%)
Value$819.7K (-$3.2K)
Filed 2026-10-13
Florida Financial Advisors, LLC
DECREASED
Shares15,274 from 15,984
Change-710 (-4%)
Value$815.6K (-$41.2K)
Filed 2026-11-09
Nolet Wealth Management, LLC
UNCHANGED
Shares15,274 from 15,274
Change0 (0%)
Value$815.6K (-$3.2K)
Filed 2026-10-15
Visionary Horizons, LLC
INCREASED
Shares15,272 from 14,965
Change+307 (+2%)
Value$815.6K (+$13.3K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares15,196 from 7,499
Change+7,697 (+103%)
Value$811.5K (+$409.5K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
INCREASED
Shares15,168 from 14,918
Change+250 (+2%)
Value$810.0K (+$10.3K)
Filed 2026-10-22
Kagan Cocozza Asset Management
INCREASED
Shares15,136 from 14,530
Change+606 (+4%)
Value$808.3K (+$29.3K)
Filed 2026-10-19
AFG Fiduciary Services Limited Partnership
INCREASED
Shares15,075 from 13,092
Change+1,983 (+15%)
Value$826.4K (+$98.2K)
Filed 2026-10-21
Kessler Investment Group, LLC
DECREASED
Shares15,022 from 15,794
Change-772 (-5%)
Value$802.2K (-$44.5K)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares14,893 from 12,130
Change+2,763 (+23%)
Value$795.3K (+$145.0K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED
Shares14,874 from 14,874
Change0 (0%)
Value$794.3K (-$3.1K)
Filed 2026-10-09
Equitable Trust Co
UNCHANGED
Shares14,776 from 14,776
Change0 (0%)
Value$789.0K (-$3.1K)
Filed 2026-10-13
MV Capital Management, Inc.
UNCHANGED
Shares14,765 from 14,765
Change0 (0%)
Value$788.5K (-$3.1K)
Filed 2026-10-29
Cannon Capital Management, Inc.
UNCHANGED
Shares14,745 from 14,745
Change0 (0%)
Value$787.4K (-$3.1K)
Filed 2026-11-03
Pines Wealth Management, LLC
INCREASED
Shares14,710 from 14,670
Change+40 (+0%)
Value$785.5K (-$945)
Filed 2026-10-21
RMR Wealth Builders
DECREASED
Shares14,654 from 14,717
Change-63 (0%)
Value$782.5K (-$6.4K)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
INCREASED
Shares14,550 from 13,378
Change+1,172 (+9%)
Value$777.8K (+$45.0K)
Filed 2026-10-20
Montecito Bank & Trust
UNCHANGED
Shares14,487 from 14,487
Change0 (0%)
Value$773.6K (-$3.0K)
Filed 2026-10-01
SBI Securities Co., Ltd.
INCREASED
Shares14,464 from 13,782
Change+682 (+5%)
Value$772.4K (+$33.5K)
Filed 2026-10-22
Monograph Wealth Advisors, LLC
DECREASED
Shares14,344 from 14,345
Change-1 (0%)
Value$766.0K (-$3.0K)
Filed 2026-11-09
Slow Capital, Inc.
UNCHANGED
Shares14,250 from 14,250
Change0 (0%)
Value$761.0K (-$3.0K)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares14,148 from 15,040
Change-892 (-6%)
Value$755.5K (-$50.8K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
DECREASED
Shares14,142 from 30,343
Change-16,201 (-53%)
Value$755.2K (-$871.5K)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares14,044 from 13,977
Change+67 (+0%)
Value$750.0K (+$644)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares13,946 from 10,643
Change+3,303 (+31%)
Value$744.7K (+$174.1K)
Filed 2026-10-28
Lynx Investment Advisory
DECREASED
Shares13,901 from 17,831
Change-3,930 (-22%)
Value$742.3K (-$213.6K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares13,873 from 14,023
Change-150 (-1%)
Value$740.8K (-$11.0K)
Filed 2026-10-29
Bulwark Capital Corp
UNCHANGED
Shares13,680 from 13,680
Change0 (0%)
Value$730.5K (-$2.9K)
Filed 2026-10-13
Peterson Wealth Management
DECREASED
Shares13,659 from 45,453
Change-31,794 (-70%)
Value$729.4K (-$1.7M)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares13,506 from 12,377
Change+1,129 (+9%)
Value$721.2K (+$57.7K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares13,428 from 12,949
Change+479 (+4%)
Value$717.1K (+$22.9K)
Filed 2026-10-08
APS Management Group, Inc.
DECREASED
Shares13,423 from 20,301
Change-6,878 (-34%)
Value$716.8K (-$371.5K)
Filed 2026-10-14
Moulton Wealth Management, Inc
DECREASED
Shares13,403 from 13,527
Change-124 (-1%)
Value$716.5K (-$26.4K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
DECREASED
Shares13,292 from 18,135
Change-4,843 (-27%)
Value$709.8K (-$262.4K)
Filed 2026-10-16
Morangie Management LLC
UNCHANGED
Shares13,181 from 13,181
Change0 (0%)
Value$703.9K (-$2.8K)
Filed 2026-10-15
KMG Fiduciary Partners, LLC
DECREASED
Shares13,144 from 13,262
Change-118 (-1%)
Value$701.9K (-$9.1K)
Filed 2026-10-14
KG Capital Management
DECREASED
Shares13,071 from 13,380
Change-309 (-2%)
Value$698.0K (-$19.3K)
Filed 2026-10-15
Country Trust Bank
DECREASED
Shares13,050 from 13,487
Change-437 (-3%)
Value$696.9K (-$26.2K)
Filed 2026-10-30
KFA Private Wealth Group, LLC
DECREASED
Shares13,041 from 13,278
Change-237 (-2%)
Value$696.4K (-$15.4K)
Filed 2026-10-07
waypoint wealth counsel
DECREASED
Shares13,015 from 13,087
Change-72 (-1%)
Value$695.0K (-$6.6K)
Filed 2026-10-22
Astra Wealth Partners LLC
DECREASED
Shares12,935 from 16,507
Change-3,572 (-22%)
Value$690.7K (-$194.2K)
Filed 2026-11-06
Hopwood Financial Services, Inc.
UNCHANGED
Shares12,933 from 12,933
Change0 (0%)
Value$690.6K (-$2.7K)
Filed 2026-10-29
JBGlobal.com LLC
UNCHANGED
Shares12,921 from 12,921
Change0 (0%)
Value$690.0K (-$2.7K)
Filed 2026-10-13
Nikulski Financial, Inc.
INCREASED
Shares12,883 from 11,401
Change+1,482 (+13%)
Value$688.0K (+$76.7K)
Filed 2026-11-06
Wealth Preservation Advisors, LLC
INCREASED
Shares12,872 from 12,422
Change+450 (+4%)
Value$687.4K (+$21.4K)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares12,870 from 12,848
Change+22 (+0%)
Value$687.3K (-$1.5K)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares12,831 from 11,859
Change+972 (+8%)
Value$685.2K (+$49.4K)
Filed 2026-10-19
Sherman Wealth Management LLC
INCREASED
Shares12,816 from 12,770
Change+46 (+0%)
Value$684.4K (-$238)
Filed 2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED
Shares12,797 from 12,797
Change0 (0%)
Value$683.4K (-$2.7K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
DECREASED
Shares12,787 from 12,858
Change-71 (-1%)
Value$689.5K (+$816)
Filed 2026-11-04
Diligent Investors, LLC
UNCHANGED
Shares12,768 from 12,768
Change0 (0%)
Value$681.8K (-$2.7K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED
Shares12,736 from 12,741
Change-5 (0%)
Value$686.2K (+$3.2K)
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares12,560 from 12,170
Change+390 (+3%)
Value$670.7K (+$18.3K)
Filed 2026-10-23
Conservest Capital Advisors, Inc.
NEW
Shares12,532
Change+12,532
Value$669.2K
Filed 2026-11-09
Acropolis Investment Management, LLC
INCREASED
Shares12,530 from 12,527
Change+3 (+0%)
Value$669.1K (-$2.5K)
Filed 2026-10-08
Pennsylvania Capital Management Inc
UNCHANGED
Shares12,406 from 12,406
Change0 (0%)
Value$662.5K (-$2.6K)
Filed 2026-11-05
Burford Brothers, Inc.
INCREASED
Shares12,400 from 12,098
Change+302 (+3%)
Value$662.2K (+$13.6K)
Filed 2026-10-21
First Citizens Bank & Trust Co
INCREASED
Shares12,367 from 12,253
Change+114 (+1%)
Value$660.4K (+$3.5K)
Filed 2026-10-14
Viewpoint Capital Management LLC
INCREASED
Shares12,352 from 7,742
Change+4,610 (+60%)
Value$659.6K (+$244.5K)
Filed 2026-10-27
Caldwell Trust Co
DECREASED
Shares12,316 from 12,578
Change-262 (-2%)
Value$657.7K (-$16.6K)
Filed 2026-10-30
PCG Asset Management, LLC
DECREASED
Shares12,314 from 51,843
Change-39,529 (-76%)
Value$657.6K (-$2.1M)
Filed 2026-11-05
Adirondack Trust Co
DECREASED
Shares12,268 from 12,884
Change-616 (-5%)
Value$655.1K (-$35.6K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares12,253 from 12,252
Change+1 (+0%)
Value$654.3K (-$2.5K)
Filed 2026-11-02
Argyle Capital Partners, LLC
INCREASED
Shares12,228 from 11,166
Change+1,062 (+10%)
Value$653.0K (+$54.4K)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares12,185 from 11,455
Change+730 (+6%)
Value$650.7K (+$36.6K)
Filed 2026-11-05
Anchor Investment Management, LLC
DECREASED
Shares12,182 from 12,510
Change-328 (-3%)
Value$650.5K (-$20.1K)
Filed 2026-11-10
Wealthcare Capital Partners, LLC
INCREASED
Shares12,149 from 12,014
Change+135 (+1%)
Value$648.8K (+$4.7K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares12,144 from 12,467
Change-323 (-3%)
Value$648.5K (-$19.9K)
Filed 2026-10-08
Duncker Streett & Co Inc
INCREASED
Shares12,126 from 11,616
Change+510 (+4%)
Value$647.5K (+$24.8K)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares12,114 from 12,114
Change0 (0%)
Value$646.9K (-$2.5K)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares12,054 from 11,658
Change+396 (+3%)
Value$643.7K (+$18.7K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares12,050 from 12,314
Change-264 (-2%)
Value$643.5K (-$16.7K)
Filed 2026-10-14
Essex Bank
UNCHANGED
Shares11,991 from 11,991
Change0 (0%)
Value$640.3K (-$2.5K)
Filed 2026-10-16
Elevatus Welath Management
DECREASED
Shares11,972 from 12,619
Change-647 (-5%)
Value$639.3K (-$37.2K)
Filed 2026-10-19
Milestone Investment Advisors LLC
DECREASED
Shares11,802 from 13,388
Change-1,586 (-12%)
Value$630.2K (-$87.5K)
Filed 2026-11-05
Waystone Advisors LLC
UNCHANGED
Shares11,773 from 11,773
Change0 (0%)
Value$631.1K ($0)
Filed 2026-10-16
Cypress Wealth Services, LLC
INCREASED
Shares11,744 from 11,734
Change+10 (+0%)
Value$634.3K (+$5.2K)
Filed 2026-10-21
Curated Wealth Partners LLC
NEW
Shares11,723
Change+11,723
Value$626.0K
Filed 2026-10-15
Greystone Financial Group, LLC
DECREASED
Shares11,704 from 11,771
Change-67 (-1%)
Value$625.0K (-$6.1K)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares11,688 from 11,688
Change0 (0%)
Value$624.1K (-$2.5K)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
INCREASED
Shares11,623 from 11,445
Change+178 (+2%)
Value$620.7K (+$7.1K)
Filed 2026-10-08
Larry Mathis Financial Planning, LLC
INCREASED
Shares11,600 from 4,446
Change+7,154 (+161%)
Value$619.4K (+$381.1K)
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares11,592 from 8,315
Change+3,277 (+39%)
Value$619.0K (+$173.2K)
Filed 2026-10-23
Hilltop National Bank
DECREASED
Shares11,572 from 11,884
Change-312 (-3%)
Value$617.9K (-$19.2K)
Filed 2026-10-14
CrossGen Wealth, LLC
DECREASED
Shares11,558 from 11,567
Change-9 (0%)
Value$617.2K (-$2.9K)
Filed 2026-10-30
Key FInancial Inc
DECREASED
Shares11,518 from 12,472
Change-954 (-8%)
Value$615.0K (-$53.6K)
Filed 2026-11-02
SouthState Bank Corp
DECREASED
Shares11,515 from 12,231
Change-716 (-6%)
Value$614.9K (-$40.8K)
Filed 2026-11-09
Diversified Trust Co
NEW
Shares11,471
Change+11,471
Value$612.6K
Filed 2026-11-06
Fortis Capital Advisors, LLC
DECREASED
Shares11,450 from 12,499
Change-1,049 (-8%)
Value$611.4K (-$58.6K)
Filed 2026-11-09
Clear Harbor Asset Management, LLC
INCREASED
Shares11,402 from 11,366
Change+36 (+0%)
Value$608.8K (-$503)
Filed 2026-11-05
Strive Financial Group,LLC
INCREASED
Shares11,363 from 3,320
Change+8,043 (+242%)
Value$606.8K (+$428.8K)
Filed 2026-11-09
Biltmore Family Office, LLC
UNCHANGED
Shares11,308 from 11,308
Change0 (0%)
Value$603.8K (-$2.4K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
INCREASED
Shares11,274 from 1,649
Change+9,625 (+584%)
Value$602.0K (+$513.6K)
Filed 2026-10-22
Quadrant Capital Group LLC
UNCHANGED
Shares11,248 from 11,248
Change0 (0%)
Value$616.6K (+$13.6K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
UNCHANGED
Shares11,240 from 11,240
Change0 (0%)
Value$600.2K (-$2.4K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares11,196 from 11,196
Change0 (0%)
Value$597.9K (-$2.3K)
Filed 2026-10-09
Lavelle Capital LP
UNCHANGED
Shares11,133 from 11,133
Change0 (0%)
Value$594.5K (-$2.3K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED
Shares11,123 from 11,154
Change-31 (0%)
Value$594.0K (-$4.0K)
Filed 2026-10-27
Aviance Capital Partners, LLC
INCREASED
Shares11,076 from 11,051
Change+25 (+0%)
Value$591.4K (-$986)
Filed 2026-10-29
Swmg, LLC
DECREASED
Shares11,075 from 11,772
Change-697 (-6%)
Value$627.4K (-$34.0K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
INCREASED
Shares11,004 from 10,904
Change+100 (+1%)
Value$587.6K (+$3.1K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares10,965 from 10,943
Change+22 (+0%)
Value$585.5K (-$1.1K)
Filed 2026-10-27
Coldstream Capital Management Inc
UNCHANGED
Shares10,947 from 10,947
Change0 (0%)
Value$584.6K (-$2.3K)
Filed 2026-11-09
Lake Street Private Wealth, LLC
INCREASED
Shares10,946 from 10,387
Change+559 (+5%)
Value$584.5K (+$27.6K)
Filed 2026-10-22
Symmetry Partners, LLC
NEW
Shares10,920
Change+10,920
Value$583.1K
Filed 2026-10-27
Mitchell Sinkler & Starr
UNCHANGED
Shares10,860 from 10,860
Change0 (0%)
Value$579.9K (-$2.3K)
Filed 2026-10-13
Flaharty Asset Management, LLC
DECREASED
Shares10,812 from 47,506
Change-36,694 (-77%)
Value$578.3K (-$2.1M)
Filed 2026-11-02
EPG Wealth Management LLC
DECREASED
Shares10,755 from 14,407
Change-3,652 (-25%)
Value$574.3K (-$198.0K)
Filed 2026-11-03
Blueprint Investment Partners LLC
DECREASED
Shares10,740 from 13,164
Change-2,424 (-18%)
Value$573.5K (-$132.2K)
Filed 2026-10-28
Aries Wealth Management
DECREASED
Shares10,739 from 10,899
Change-160 (-1%)
Value$573.5K (-$10.8K)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares10,652 from 10,538
Change+114 (+1%)
Value$568.8K (+$3.9K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
DECREASED
Shares10,540 from 11,831
Change-1,291 (-11%)
Value$562.8K (-$71.4K)
Filed 2026-10-19
Childress Capital Advisors, LLC
DECREASED
Shares10,452 from 18,009
Change-7,557 (-42%)
Value$558.1K (-$407.3K)
Filed 2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW
Shares10,439
Change+10,439
Value$558.1K
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares10,381 from 10,205
Change+176 (+2%)
Value$559.2K (-$1.1K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares10,339 from 8,450
Change+1,889 (+22%)
Value$552.1K (+$99.1K)
Filed 2026-10-22
Eagle Wealth Advisors LLC
UNCHANGED
Shares10,331 from 10,331
Change0 (0%)
Value$551.7K (-$2.2K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
DECREASED
Shares10,325 from 11,691
Change-1,366 (-12%)
Value$551.4K (-$75.4K)
Filed 2026-10-21
Condor Capital Management
INCREASED
Shares10,309 from 9,808
Change+501 (+5%)
Value$550.5K (+$24.7K)
Filed 2026-11-06
Finward Bancorp
INCREASED
Shares10,223 from 10,051
Change+172 (+2%)
Value$545.9K (+$7.1K)
Filed 2026-10-14
Coyle Financial Counsel LLC
INCREASED
Shares10,200 from 10,190
Change+10 (+0%)
Value$544.7K (-$1.6K)
Filed 2026-10-28
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares10,157 from 10,157
Change0 (0%)
Value$542.4K (-$2.1K)
Filed 2026-11-09
Optivise Advisory Services LLC
DECREASED
Shares10,142 from 10,165
Change-23 (0%)
Value$541.6K (-$3.4K)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares10,124 from 10,178
Change-54 (-1%)
Value$540.6K (-$5.0K)
Filed 2026-10-22
Donaldson Capital Management, LLC
DECREASED
Shares10,120 from 24,465
Change-14,345 (-59%)
Value$540.4K (-$771.1K)
Filed 2026-11-09
PFG Advisors
DECREASED
Shares10,116 from 10,526
Change-410 (-4%)
Value$540.2K (-$24.1K)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares10,066 from 9,319
Change+747 (+8%)
Value$537.5K (+$37.9K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
INCREASED
Shares10,054 from 5,021
Change+5,033 (+100%)
Value$536.9K (+$267.6K)
Filed 2026-10-26
JMG Financial Group, Ltd.
UNCHANGED
Shares10,054 from 10,054
Change0 (0%)
Value$536.9K (-$2.1K)
Filed 2026-11-10
Braun Stacey Associates Inc
INCREASED
Shares10,053 from 10,003
Change+50 (+1%)
Value$536.8K (+$569)
Filed 2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$534.0K (-$2.1K)
Filed 2026-10-23
Encompass More Asset Management
INCREASED
Shares9,955 from 5,115
Change+4,840 (+95%)
Value$531.6K (+$257.4K)
Filed 2026-10-16
Silver OAK Securities, Incorporated
INCREASED
Shares9,954 from 3,511
Change+6,443 (+184%)
Value$569.0K (+$380.7K)
Filed 2026-11-09
Lodestone Wealth Management LLC
DECREASED
Shares9,886 from 10,245
Change-359 (-3%)
Value$527.9K (-$21.3K)
Filed 2026-10-14
Bedel Financial Consulting, Inc.
DECREASED
Shares9,808 from 9,922
Change-114 (-1%)
Value$523.8K (-$8.2K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares9,595 from 11,149
Change-1,554 (-14%)
Value$512.4K (-$85.3K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares9,589 from 9,370
Change+219 (+2%)
Value$512.0K (+$9.7K)
Filed 2026-11-03
Quantum Financial Partners LLC
DECREASED
Shares9,554 from 9,853
Change-299 (-3%)
Value$510.2K (-$18.1K)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
DECREASED
Shares9,551 from 9,724
Change-173 (-2%)
Value$510.0K (-$11.3K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares9,532 from 9,405
Change+127 (+1%)
Value$509.0K (+$4.8K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares9,516 from 9,726
Change-210 (-2%)
Value$508.2K (-$13.3K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares9,515 from 7,372
Change+2,143 (+29%)
Value$508.1K (+$112.9K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares9,487 from 41,076
Change-31,589 (-77%)
Value$506.6K (-$1.7M)
Filed 2026-11-03
Two West Capital Advisors LLC
INCREASED
Shares9,485 from 9,334
Change+151 (+2%)
Value$512.3K (-$10.8K)
Filed 2026-10-15
Retirement Income Solutions, Inc
UNCHANGED
Shares9,440 from 9,440
Change0 (0%)
Value$504.1K (-$2.0K)
Filed 2026-11-10
Meridian Financial Advisors, LLC
UNCHANGED
Shares9,418 from 9,418
Change0 (0%)
Value$502.9K (-$2.0K)
Filed 2026-10-14
UMB Bank, n.a.
DECREASED
Shares9,382 from 9,678
Change-296 (-3%)
Value$501.0K (-$17.8K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares9,341 from 7,735
Change+1,606 (+21%)
Value$512.1K (+$81.2K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares9,341 from 9,318
Change+23 (+0%)
Value$498.8K (-$743)
Filed 2026-10-19
Tiller Private Wealth, Inc.
DECREASED
Shares9,292 from 9,332
Change-40 (0%)
Value$496.2K (-$4.1K)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares9,284 from 9,284
Change0 (0%)
Value$495.8K (-$2.0K)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares9,249 from 9,249
Change0 (0%)
Value$493.9K (-$1.9K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares9,207 from 9,612
Change-405 (-4%)
Value$491.7K (-$23.7K)
Filed 2026-11-04
Swiss RE LTD
NEW
Shares9,200
Change+9,200
Value$491.3K
Filed 2026-11-06
Nixon Peabody Trust Co
DECREASED
Shares9,198 from 9,690
Change-492 (-5%)
Value$491.2K (-$28.3K)
Filed 2026-10-23
Cornerstone Advisory, LLC
DECREASED
Shares9,190 from 10,822
Change-1,632 (-15%)
Value$490.7K (-$89.4K)
Filed 2026-11-06
AlphaStar Capital Management, LLC
INCREASED
Shares9,186 from 8,549
Change+637 (+7%)
Value$490.5K (+$32.2K)
Filed 2026-10-16
Arlington Trust Co LLC
INCREASED
Shares9,146 from 8,888
Change+258 (+3%)
Value$488.4K (+$11.9K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares9,114 from 9,114
Change0 (0%)
Value$506.0K (+$17.4K)
Filed 2026-10-22
Sharkey, Howes & Javer
INCREASED
Shares9,052 from 9,049
Change+3 (+0%)
Value$483.4K (-$1.7K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares9,042 from 5,389
Change+3,653 (+68%)
Value$482.8K (+$193.9K)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares9,038 from 15,916
Change-6,878 (-43%)
Value$482.6K (-$370.6K)
Filed 2026-10-30
Tennessee Valley Asset Management Partners
DECREASED
Shares9,007 from 10,448
Change-1,441 (-14%)
Value$481.0K (-$79.1K)
Filed 2026-11-03
Levin Capital Strategies, L.P.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$480.6K (-$1.9K)
Filed 2026-11-02
Carnegie Lake Advisors LLC
DECREASED
Shares8,959 from 9,623
Change-664 (-7%)
Value$478.4K (-$37.5K)
Filed 2026-11-06
Opinicus Capital, Inc.
DECREASED
Shares8,874 from 9,210
Change-336 (-4%)
Value$473.9K (-$19.9K)
Filed 2026-10-28
YHB Investment Advisors, Inc.
INCREASED
Shares8,828 from 8,763
Change+65 (+1%)
Value$471.4K (+$1.6K)
Filed 2026-10-08
Purkiss Capital Advisors LLC
INCREASED
Shares8,816 from 8,750
Change+66 (+1%)
Value$470.8K (+$1.7K)
Filed 2026-11-06
Cane Capital Partners, LLC
INCREASED
Shares8,768 from 8,614
Change+154 (+2%)
Value$468.2K (+$6.4K)
Filed 2026-10-23
Arta Finance Wealth Management LLC
NEW
Shares8,745
Change+8,745
Value$467.0K
Filed 2026-10-28
Grantvest Financial Group LLC
DECREASED
Shares8,737 from 11,600
Change-2,863 (-25%)
Value$466.6K (-$155.3K)
Filed 2026-10-21
Town Capital LLC
INCREASED
Shares8,714 from 7,252
Change+1,462 (+20%)
Value$465.3K (+$76.5K)
Filed 2026-11-03
Burling Wealth Partners, LLC
UNCHANGED
Shares8,712 from 8,712
Change0 (0%)
Value$465.2K (-$1.8K)
Filed 2026-11-09
Atticus Wealth Management, LLC
DECREASED
Shares8,695 from 9,074
Change-379 (-4%)
Value$464.3K (-$22.1K)
Filed 2026-10-20
Ellevest, Inc.
UNCHANGED
Shares8,679 from 8,679
Change0 (0%)
Value$370.0K (-$877)
Filed 2026-11-10
Destiny Capital Corp
UNCHANGED
Shares8,615 from 8,615
Change0 (0%)
Value$460.0K (-$1.8K)
Filed 2026-11-03
HMV Wealth Advisors, LLC
UNCHANGED
Shares8,592 from 8,592
Change0 (0%)
Value$458.8K (-$1.8K)
Filed 2026-10-27
Independence Bank of Kentucky
INCREASED
Shares8,590 from 7,995
Change+595 (+7%)
Value$458.7K (+$30.1K)
Filed 2026-10-26
Agate Pass Investment Management, LLC
UNCHANGED
Shares8,590 from 8,590
Change0 (0%)
Value$458.7K (-$1.8K)
Filed 2026-10-20
Cornerstone Advisors Asset Management, LLC
NEW
Shares8,576
Change+8,576
Value$458.0K
Filed 2026-11-06
Perryman Financial Advisory Inc
INCREASED
Shares8,525 from 8,494
Change+31 (+0%)
Value$455.2K (-$138)
Filed 2026-10-16
Elco Management Co., LLC
UNCHANGED
Shares8,505 from 8,505
Change0 (0%)
Value$454.2K (-$1.8K)
Filed 2026-10-14
Black Diamond Financial, LLC
INCREASED
Shares8,481 from 6,621
Change+1,860 (+28%)
Value$452.9K (+$97.9K)
Filed 2026-10-26
Polaris Investment Advisors, LLC
DECREASED
Shares8,340 from 12,211
Change-3,871 (-32%)
Value$445.4K (-$209.3K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
UNCHANGED
Shares8,333 from 8,333
Change0 (0%)
Value$445.0K (-$1.8K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares8,309 from 9,049
Change-740 (-8%)
Value$443.7K (-$41.4K)
Filed 2026-10-06
Romano Brothers and Company
UNCHANGED
Shares8,287 from 8,287
Change0 (0%)
Value$442.5K (-$1.7K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares8,280 from 8,262
Change+18 (+0%)
Value$442.2K (-$774)
Filed 2026-10-29
FSM Wealth Advisors, LLC
UNCHANGED
Shares8,248 from 8,248
Change0 (0%)
Value$447.3K (+$5.1K)
Filed 2026-10-27
Salem Investment Counselors Inc
DECREASED
Shares8,228 from 8,258
Change-30 (0%)
Value$439.4K (-$3.3K)
Filed 2026-10-13
Facet Wealth, Inc.
INCREASED
Shares8,220 from 8,087
Change+133 (+2%)
Value$438.9K (+$5.4K)
Filed 2026-11-04
Carret Asset Management, LLC
DECREASED
Shares8,160 from 8,258
Change-98 (-1%)
Value$435.7K (-$7.0K)
Filed 2026-11-04
Southland Equity Partners LLC
DECREASED
Shares8,158 from 8,187
Change-29 (0%)
Value$435.6K (-$3.3K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
INCREASED
Shares8,155 from 8,010
Change+145 (+2%)
Value$435 (-$428.6K)
Filed 2026-10-20
Tactive Advisors, LLC
DECREASED
Shares8,130 from 8,350
Change-220 (-3%)
Value$434.1K (-$13.5K)
Filed 2026-10-08
Integral Investment Advisors, Inc.
DECREASED
Shares8,107 from 9,552
Change-1,445 (-15%)
Value$432.9K (-$79.2K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares8,076 from 3,076
Change+5,000 (+163%)
Value$431.3K (+$266.4K)
Filed 2026-10-29
First Growth Capital LLC
UNCHANGED
Shares8,053 from 8,053
Change0 (0%)
Value$430.0K (-$1.7K)
Filed 2026-10-15
tru Independence LLC
INCREASED
Shares8,035 from 8,013
Change+22 (+0%)
Value$429.1K (-$500)
Filed 2026-10-20
IPG Investment Advisors LLC
INCREASED
Shares8,025 from 6,650
Change+1,375 (+21%)
Value$428.5K (+$72.0K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares8,008 from 8,321
Change-313 (-4%)
Value$427.6K (-$18.5K)
Filed 2026-11-04
Cowa, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$427.2K (-$1.7K)
Filed 2026-10-30
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares7,973 from 14,390
Change-6,417 (-45%)
Value$425.8K (-$345.7K)
Filed 2026-10-20
American State Bank (Iowa)
DECREASED
Shares7,950 from 7,997
Change-47 (-1%)
Value$424.5K (-$4.2K)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares7,930 from 7,775
Change+155 (+2%)
Value$423.4K (+$6.7K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
UNCHANGED
Shares7,929 from 7,929
Change0 (0%)
Value$423.4K (-$1.7K)
Filed 2026-10-13
Waterway Wealth Management, LLC
INCREASED
Shares7,909 from 6,789
Change+1,120 (+17%)
Value$422.4K (+$58.4K)
Filed 2026-10-28
Advisor OS, LLC
INCREASED
Shares7,894 from 7,644
Change+250 (+3%)
Value$421.5K (+$11.7K)
Filed 2026-11-03
Atlas Private Wealth Advisors
DECREASED
Shares7,887 from 10,120
Change-2,233 (-22%)
Value$421.2K (-$121.4K)
Filed 2026-10-23
CMH Wealth Management LLC
DECREASED
Shares7,875 from 8,190
Change-315 (-4%)
Value$420.5K (-$18.5K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares7,871 from 8,266
Change-395 (-5%)
Value$420.3K (-$22.8K)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares7,863 from 12,079
Change-4,216 (-35%)
Value$419.9K (-$227.7K)
Filed 2026-10-22
Chapin Davis, Inc.
INCREASED
Shares7,832 from 7,328
Change+504 (+7%)
Value$418.2K (+$25.4K)
Filed 2026-10-09
Pettinga Financial Advisors LLC
DECREASED
Shares7,782 from 12,695
Change-4,913 (-39%)
Value$415.6K (-$265.0K)
Filed 2026-10-13
Sageworth Trust Co
UNCHANGED
Shares7,720 from 7,720
Change0 (0%)
Value$412.2K (-$1.6K)
Filed 2026-10-30
United Community Bank
UNCHANGED
Shares7,708 from 7,708
Change0 (0%)
Value$411.6K (-$1.6K)
Filed 2026-10-28
Berkshire Asset Management LLC
UNCHANGED
Shares7,684 from 7,684
Change0 (0%)
Value$410.3K (-$1.6K)
Filed 2026-11-10
Signature Equity Partners, LLC
DECREASED
Shares7,623 from 8,224
Change-601 (-7%)
Value$407.1K (-$33.8K)
Filed 2026-10-29
Fortem Financial Group, LLC
DECREASED
Shares7,566 from 7,576
Change-10 (0%)
Value$404.0K (-$2.1K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares7,524 from 7,083
Change+441 (+6%)
Value$401.8K (+$22.1K)
Filed 2026-10-15
Canton Hathaway, LLC
INCREASED
Shares7,512 from 6,316
Change+1,196 (+19%)
Value$401.1K (+$62.5K)
Filed 2026-10-23
MSH Capital Advisors LLC
DECREASED
Shares7,509 from 7,785
Change-276 (-4%)
Value$401.0K (-$16.4K)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares7,509 from 7,509
Change0 (0%)
Value$401.0K (-$1.6K)
Filed 2026-10-23
Warner Group LLC
UNCHANGED
Shares7,472 from 7,472
Change0 (0%)
Value$399.0K (-$1.6K)
Filed 2026-11-09
Scheeler Financial LLC
NEW
Shares7,461
Change+7,461
Value$398.4K
Filed 2026-10-13
Traynor Capital Management, Inc.
DECREASED
Shares7,458 from 7,662
Change-204 (-3%)
Value$398.3K (-$12.5K)
Filed 2026-10-29
Aspen Investment Management Inc
DECREASED
Shares7,453 from 7,458
Change-5 (0%)
Value$398 (-$2)
Filed 2026-11-05
HCR Wealth Advisors
DECREASED
Shares7,452 from 8,067
Change-615 (-8%)
Value$397.9K (-$34.5K)
Filed 2026-10-15
Collaborative Wealth Managment Inc.
INCREASED
Shares7,403 from 7,288
Change+115 (+2%)
Value$395.3K (+$4.6K)
Filed 2026-11-06
Smithbridge Asset Management Inc
DECREASED
Shares7,399 from 8,056
Change-657 (-8%)
Value$395.1K (-$36.8K)
Filed 2026-10-19
Measured Wealth Private Client Group, LLC
DECREASED
Shares7,383 from 8,827
Change-1,444 (-16%)
Value$394.3K (-$79.0K)
Filed 2026-11-10
Cove Private Wealth, LLC
UNCHANGED
Shares7,371 from 7,371
Change0 (0%)
Value$393.6K (-$1.5K)
Filed 2026-10-28
Sage Capital Advisors,llc
UNCHANGED
Shares7,340 from 7,340
Change0 (0%)
Value$392.0K (-$1.5K)
Filed 2026-10-13
Freedom Investment Management, Inc.
INCREASED
Shares7,332 from 6,555
Change+777 (+12%)
Value$391.5K (+$40.1K)
Filed 2026-11-09
Harbor Asset Planning, Inc.
INCREASED
Shares7,325 from 7,299
Change+26 (+0%)
Value$391.1K (-$145)
Filed 2026-10-23
Resonant Capital Advisors, LLC
UNCHANGED
Shares7,310 from 7,310
Change0 (0%)
Value$390.4K (-$1.5K)
Filed 2026-10-15
DWM Financial Group, Inc.
DECREASED
Shares7,302 from 7,479
Change-177 (-2%)
Value$389.9K (-$19.7K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$389.8K (-$1.5K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares7,298 from 6,979
Change+319 (+5%)
Value$389.7K (+$15.6K)
Filed 2026-10-19
Sage Financial Group Inc
NEW
Shares7,243
Change+7,243
Value$386.8K
Filed 2026-10-27
Fusion Capital, LLC
INCREASED
Shares7,237 from 7,216
Change+21 (+0%)
Value$386.4K (-$406)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares7,234 from 7,114
Change+120 (+2%)
Value$386.3K (+$4.9K)
Filed 2026-10-23
Lewis Asset Management, LLC
INCREASED
Shares7,229 from 7,228
Change+1 (+0%)
Value$386.1K (-$1.5K)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares7,226 from 7,385
Change-159 (-2%)
Value$385.9K (-$10.0K)
Filed 2026-10-19
SMI Advisory Services, LLC
INCREASED
Shares7,224 from 6,897
Change+327 (+5%)
Value$395.4K (+$8.2K)
Filed 2026-10-13
Calamos Wealth Management LLC
UNCHANGED
Shares7,214 from 7,214
Change0 (0%)
Value$385.2K (-$1.5K)
Filed 2026-11-02
International Private Wealth Advisors LLC
INCREASED
Shares7,210 from 6,683
Change+527 (+8%)
Value$385.0K (+$26.7K)
Filed 2026-11-05
Accredited Investors Inc.
UNCHANGED
Shares7,204 from 7,204
Change0 (0%)
Value$384.7K (-$1.5K)
Filed 2026-11-03
Centerpoint Advisory Group
INCREASED
Shares7,176 from 6,951
Change+225 (+3%)
Value$383.2K (+$10.6K)
Filed 2026-10-23
Formidable Asset Management, LLC
UNCHANGED
Shares7,169 from 7,169
Change0 (0%)
Value$384.3K (+$30.4K)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares7,165 from 7,435
Change-270 (-4%)
Value$382.6K (-$16.0K)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
INCREASED
Shares7,115 from 7,008
Change+107 (+2%)
Value$380.0K (+$4.3K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
DECREASED
Shares7,110 from 7,133
Change-23 (0%)
Value$379.7K (-$2.7K)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
DECREASED
Shares7,097 from 10,186
Change-3,089 (-30%)
Value$379.0K (-$167.1K)
Filed 2026-11-05
Vertrix Wealth Management, LLC
DECREASED
Shares7,095 from 8,580
Change-1,485 (-17%)
Value$378.9K (-$81.1K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
UNCHANGED
Shares7,018 from 7,018
Change0 (0%)
Value$374.8K (-$1.5K)
Filed 2026-10-19
Tannin Capital LLC
DECREASED
Shares6,985 from 7,491
Change-506 (-7%)
Value$373.0K (-$28.6K)
Filed 2026-11-05
Magnolia Capital Management LTD
UNCHANGED
Shares6,955 from 6,955
Change0 (0%)
Value$371 (-$2)
Filed 2026-10-09
TigerOak Management, L.L.C.
UNCHANGED
Shares6,869 from 6,869
Change0 (0%)
Value$366.8K (-$1.4K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares6,857 from 6,857
Change0 (0%)
Value$366.2K (-$1.4K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares6,831 from 6,881
Change-50 (-1%)
Value$364.8K (-$4.1K)
Filed 2026-10-28
Gratus Wealth Advisors, LLC
UNCHANGED
Shares6,797 from 6,797
Change0 (0%)
Value$363.0K (-$1.4K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
INCREASED
Shares6,794 from 6,405
Change+389 (+6%)
Value$362.8K (+$19.4K)
Filed 2026-10-06
Tortuga Wealth Management, Inc
INCREASED
Shares6,770 from 6,473
Change+297 (+5%)
Value$361.8K (+$14.8K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares6,748 from 6,748
Change0 (0%)
Value$360.3K (-$1.4K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares6,740 from 6,893
Change-153 (-2%)
Value$358 (-$238.8K)
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares6,732 from 7,143
Change-411 (-6%)
Value$359.5K (-$23.5K)
Filed 2026-10-28
Mattern Wealth Management LLC
UNCHANGED
Shares6,726 from 6,726
Change0 (0%)
Value$359.2K (-$1.4K)
Filed 2026-11-04
Investment Advisory Services Inc
INCREASED
Shares6,722 from 6,712
Change+10 (+0%)
Value$358.9K (-$913)
Filed 2026-10-27
Aull & Monroe Investment Management Corp
UNCHANGED
Shares6,709 from 6,709
Change0 (0%)
Value$358.3K (-$1.4K)
Filed 2026-10-16
First United Bank & Trust
INCREASED
Shares6,696 from 6,557
Change+139 (+2%)
Value$357.6K (+$6.0K)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares6,694 from 7,693
Change-999 (-13%)
Value$357.5K (-$53.5K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares6,666 from 7,304
Change-638 (-9%)
Value$356.0K (-$35.6K)
Filed 2026-10-22
LifeSteps Financial, Inc.
DECREASED
Shares6,663 from 7,564
Change-901 (-12%)
Value$355.8K (-$49.7K)
Filed 2026-10-15
Omnitrust Wealth Management, Inc
NEW
Shares6,654
Change+6,654
Value$355.3K
Filed 2026-11-02
Delta Capital Management LLC
UNCHANGED
Shares6,650 from 6,650
Change0 (0%)
Value$355 (-$2)
Filed 2026-10-16
Clarity Capital Advisors, LLC
UNCHANGED
Shares6,576 from 6,576
Change0 (0%)
Value$351.2K (-$1.4K)
Filed 2026-10-27
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares6,575 from 6,745
Change-170 (-3%)
Value$351 (-$361.6K)
Filed 2026-11-05
Smith Thornton Advisors LLC
UNCHANGED
Shares6,562 from 6,562
Change0 (0%)
Value$350.4K (-$17.5K)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares6,508 from 6,508
Change0 (0%)
Value$347.5K (-$1.4K)
Filed 2026-10-19
Carlson Financial, Inc.
INCREASED
Shares6,504 from 6,477
Change+27 (+0%)
Value$347.3K (-$193)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares6,485 from 6,657
Change-172 (-3%)
Value$346.3K (-$10.6K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,482 from 4,108
Change+2,374 (+58%)
Value$346.2K (+$125.9K)
Filed 2026-10-14
TrustBank
DECREASED
Shares6,477 from 6,577
Change-100 (-2%)
Value$345.9K (-$6.7K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
DECREASED
Shares6,449 from 6,896
Change-447 (-6%)
Value$344.4K (-$25.3K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
DECREASED
Shares6,443 from 7,586
Change-1,143 (-15%)
Value$344.1K (-$62.6K)
Filed 2026-10-15
Roman Butler Fullerton & Co
DECREASED
Shares6,427 from 7,310
Change-883 (-12%)
Value$353.9K (-$56.0K)
Filed 2026-10-27
SFE Investment Counsel
DECREASED
Shares6,410 from 6,484
Change-74 (-1%)
Value$342.3K (-$5.3K)
Filed 2026-10-29
Total Wealth Planning & Management, Inc.
DECREASED
Shares6,376 from 11,805
Change-5,429 (-46%)
Value$340.5K (-$292.4K)
Filed 2026-10-23
Private Wealth Partners, LLC
INCREASED
Shares6,375 from 4,175
Change+2,200 (+53%)
Value$340.4K (+$116.6K)
Filed 2026-10-22
Holland Advisory Services, Inc.
UNCHANGED
Shares6,370 from 6,370
Change0 (0%)
Value$340.2K (-$1.3K)
Filed 2026-10-26
T3 Companies, LLC
NEW
Shares6,359
Change+6,359
Value$339.6K
Filed 2026-10-22
First County Bank
UNCHANGED
Shares6,336 from 6,336
Change0 (0%)
Value$338.3K (-$1.3K)
Filed 2026-10-13
Tepp RIA, LLC
DECREASED
Shares6,335 from 65,003
Change-58,668 (-90%)
Value$338.3K (-$3.1M)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares6,312 from 4,705
Change+1,607 (+34%)
Value$337.1K (+$84.8K)
Filed 2026-10-13
Arbor Investment Advisors, LLC
INCREASED
Shares6,278 from 5,924
Change+354 (+6%)
Value$335.2K (+$17.7K)
Filed 2026-10-26
Jm2 Capital Inc.
INCREASED
Shares6,260 from 6,245
Change+15 (+0%)
Value$334.3K (-$473)
Filed 2026-10-14
Central Bank & Trust Co
UNCHANGED
Shares6,258 from 6,258
Change0 (0%)
Value$334.2K (-$1.3K)
Filed 2026-10-09
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares6,228 from 5,871
Change+357 (+6%)
Value$332.6K (+$17.8K)
Filed 2026-10-16
Arista Wealth Management, LLC
UNCHANGED
Shares6,215 from 6,215
Change0 (0%)
Value$331.9K (-$1.3K)
Filed 2026-10-29
Lighthouse Financial LLC
UNCHANGED
Shares6,211 from 6,211
Change0 (0%)
Value$331.7K (-$1.3K)
Filed 2026-10-23
Strategic Advisors LLC
INCREASED
Shares6,188 from 6,100
Change+88 (+1%)
Value$330.4K (+$3.4K)
Filed 2026-10-13
Steinberganna Wealth Management
UNCHANGED
Shares6,175 from 6,175
Change0 (0%)
Value$329.7K (-$1.3K)
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
INCREASED
Shares6,171 from 5,156
Change+1,015 (+20%)
Value$329.5K (+$53.1K)
Filed 2026-10-14
CRA Financial Services, LLC
INCREASED
Shares6,163 from 6,154
Change+9 (+0%)
Value$329.1K (-$837)
Filed 2026-10-16
Harmony Asset Management LLC
INCREASED
Shares6,128 from 6,127
Change+1 (+0%)
Value$327.2K (-$1.2K)
Filed 2026-10-20
Wernau Asset Management Inc.
UNCHANGED
Shares6,122 from 6,122
Change0 (0%)
Value$326.9K (-$1.3K)
Filed 2026-10-19
Cpwa, LLC
INCREASED
Shares6,072 from 5,570
Change+502 (+9%)
Value$334.3K (+$35.7K)
Filed 2026-11-04
Legacy Edge Advisors, LLC
DECREASED
Shares6,072 from 6,153
Change-81 (-1%)
Value$324.2K (-$5.6K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED
Shares6,065 from 6,361
Change-296 (-5%)
Value$323.9K (-$17.1K)
Filed 2026-11-02
InTrack Investment Management Inc
INCREASED
Shares6,026 from 5,747
Change+279 (+5%)
Value$321.8K (+$13.7K)
Filed 2026-10-15
Sterling Investment Management, LLC
DECREASED
Shares6,023 from 6,048
Change-25 (0%)
Value$321.6K (-$2.6K)
Filed 2026-10-16
Alterna Wealth Management, Inc
DECREASED
Shares5,970 from 6,366
Change-396 (-6%)
Value$318.8K (-$22.5K)
Filed 2026-10-27
Sonata Capital Group Inc
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$315.1K (-$1.2K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares5,873 from 6,173
Change-300 (-5%)
Value$313.6K (-$17.3K)
Filed 2026-10-08
Bayban
UNCHANGED
Shares5,851 from 5,851
Change0 (0%)
Value$313.7K ($0)
Filed 2026-11-05
Solutions 4 Wealth, Ltd
INCREASED
Shares5,835 from 5,542
Change+293 (+5%)
Value$311.6K (+$14.5K)
Filed 2026-11-03
Horrell Capital Management, Inc.
UNCHANGED
Shares5,832 from 5,832
Change0 (0%)
Value$311.4K (-$1.2K)
Filed 2026-10-08
Wealth Effects LLC
INCREASED
Shares5,826 from 5,288
Change+538 (+10%)
Value$311.1K (+$27.6K)
Filed 2026-10-23
GEM Asset Management, LLC
INCREASED
Shares5,811 from 3,962
Change+1,849 (+47%)
Value$310.3K (+$97.9K)
Filed 2026-10-13
First National Bank & Trust Co of Newtown
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$327.8K (-$2.4K)
Filed 2026-11-09
Karnit Road Accident Victims Compensation Fund
NEW
Shares5,780
Change+5,780
Value$308.7K
Filed 2026-11-04
Spartan Planning & Wealth Management
DECREASED
Shares5,775 from 5,924
Change-149 (-3%)
Value$308.4K (-$9.2K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
INCREASED
Shares5,758 from 5,689
Change+69 (+1%)
Value$307.5K (+$2.5K)
Filed 2026-10-29
Obermeyer Wealth Partners
NEW
Shares5,754
Change+5,754
Value$307.3K
Filed 2026-10-21
Annis Gardner Whiting Capital Advisors, LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$307.1K (-$1.2K)
Filed 2026-11-09
SilverOak Wealth Management LLC
DECREASED
Shares5,727 from 5,766
Change-39 (-1%)
Value$305.8K (-$3.3K)
Filed 2026-10-29
Lionshead Wealth Management, LLC
UNCHANGED
Shares5,724 from 5,724
Change0 (0%)
Value$305.7K (-$1.2K)
Filed 2026-10-21
Purewater Capital LLC
DECREASED
Shares5,720 from 5,814
Change-94 (-2%)
Value$305.5K (-$6.2K)
Filed 2026-10-23
McHugh Group, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$304.4K (-$1.2K)
Filed 2026-10-19
Grandview Asset Management LLC
DECREASED
Shares5,678 from 7,965
Change-2,287 (-29%)
Value$303.2K (-$123.8K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares5,675 from 1,966
Change+3,709 (+189%)
Value$303.1K (+$197.7K)
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
INCREASED
Shares5,670 from 5,654
Change+16 (+0%)
Value$302.8K (-$314)
Filed 2026-10-20
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares5,665 from 5,665
Change0 (0%)
Value$303 (-$303.7K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED
Shares5,655 from 6,038
Change-383 (-6%)
Value$302.0K (-$21.7K)
Filed 2026-10-16
Uhlmann Price Securities, LLC
NEW
Shares5,652
Change+5,652
Value$301.8K
Filed 2026-11-03
King Luther Capital Management Corp
UNCHANGED
Shares5,597 from 5,597
Change0 (0%)
Value$298.9K (-$1.2K)
Filed 2026-11-05
Private Client Services, LLC
NEW
Shares5,590
Change+5,590
Value$298.5K
Filed 2026-10-02
Acorn Wealth Advisors, LLC
INCREASED
Shares5,582 from 5,559
Change+23 (+0%)
Value$298.1K (+$39)
Filed 2026-10-19
Community Bank, N.A.
UNCHANGED
Shares5,526 from 5,526
Change0 (0%)
Value$295.1K (-$1.2K)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares5,510 from 5,509
Change+1 (+0%)
Value$294.2K (-$1.1K)
Filed 2026-10-30
Blue Water Asset Management
INCREASED
Shares5,508 from 5,488
Change+20 (+0%)
Value$294.1K (-$102)
Filed 2026-11-04
Cullen Capital Management, LLC
INCREASED
Shares5,493 from 5,296
Change+197 (+4%)
Value$293.3K (+$9.4K)
Filed 2026-11-10
United Advisor Group, LLC
DECREASED
Shares5,490 from 5,782
Change-292 (-5%)
Value$293.2K (-$16.8K)
Filed 2026-11-03
River Wealth Advisors LLC
DECREASED
Shares5,489 from 6,563
Change-1,074 (-16%)
Value$293.1K (-$58.7K)
Filed 2026-11-09
Pictet North America Advisors SA
UNCHANGED
Shares5,467 from 5,467
Change0 (0%)
Value$291.9K (-$1.1K)
Filed 2026-10-21
Rare Wolf Capital LLC
UNCHANGED
Shares5,437 from 5,437
Change0 (0%)
Value$290.3K (-$1.1K)
Filed 2026-10-20
Lifetime Wealth Management P.C.
UNCHANGED
Shares5,409 from 5,409
Change0 (0%)
Value$288.8K (-$1.1K)
Filed 2026-10-29
Byrne Asset Management LLC
INCREASED
Shares5,403 from 5,139
Change+264 (+5%)
Value$288.8K (+$13.3K)
Filed 2026-10-06
Elevated Capital Advisors, LLC
DECREASED
Shares5,346 from 5,349
Change-3 (0%)
Value$285.5K (-$1.3K)
Filed 2026-11-04
American National Bank & Trust
INCREASED
Shares5,340 from 5,151
Change+189 (+4%)
Value$285.2K (+$9.0K)
Filed 2026-10-07
Quent Capital, LLC
INCREASED
Shares5,336 from 3,346
Change+1,990 (+59%)
Value$305.0K (+$125.6K)
Filed 2026-11-09
Carl P. Sherr & Co., LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$282.0K (-$1.1K)
Filed 2026-11-06
Marion Wealth Management
UNCHANGED
Shares5,252 from 5,252
Change0 (0%)
Value$280.5K (-$1.1K)
Filed 2026-10-22
Narwhal Capital Management
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$280.4K (-$1.1K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
NEW
Shares5,248
Change+5,248
Value$280.2K
Filed 2026-11-05
Nova Financial LLC
NEW
Shares5,244
Change+5,244
Value$280.0K
Filed 2026-11-04
Flagstone Financial Management
UNCHANGED
Shares5,227 from 5,227
Change0 (0%)
Value$279.1K (-$1.1K)
Filed 2026-11-05
Rockbridge Investment Management, LCC
DECREASED
Shares5,210 from 5,292
Change-82 (-2%)
Value$278.2K (-$5.5K)
Filed 2026-11-10
Arwa LLC
DECREASED
Shares5,182 from 6,199
Change-1,017 (-16%)
Value$284.1K (-$67.7K)
Filed 2026-10-21
Straight Path Wealth Management
DECREASED
Shares5,154 from 6,129
Change-975 (-16%)
Value$275.2K (-$53.4K)
Filed 2026-10-23
Whalen Wealth Management Inc.
NEW
Shares5,140
Change+5,140
Value$274.5K
Filed 2026-10-08
Gerald Baker Financial Group LLC
INCREASED
Shares5,095 from 5,088
Change+7 (+0%)
Value$272.1K (-$664)
Filed 2026-10-09
Avalon Capital Management
UNCHANGED
Shares5,081 from 5,081
Change0 (0%)
Value$271.3K (-$1.1K)
Filed 2026-11-04
Financial Partners Group, Inc
DECREASED
Shares5,061 from 5,085
Change-24 (0%)
Value$270.3K (-$2.3K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
DECREASED
Shares5,041 from 5,184
Change-143 (-3%)
Value$269.2K (-$8.7K)
Filed 2026-10-14
Midwest Financial Group LLC
DECREASED
Shares5,038 from 5,139
Change-101 (-2%)
Value$269.0K (-$6.4K)
Filed 2026-10-15
Maia Wealth LLC
DECREASED
Shares5,036 from 6,589
Change-1,553 (-24%)
Value$268.9K (-$84.3K)
Filed 2026-10-19
Howard Financial Services, Ltd.
INCREASED
Shares5,036 from 4,150
Change+886 (+21%)
Value$268.9K (+$46.4K)
Filed 2026-10-15
Arcataur Capital Management LLC
UNCHANGED
Shares5,031 from 5,031
Change0 (0%)
Value$268.7K (-$1.1K)
Filed 2026-10-21
Fell Capital Management
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$268.3K (-$1.1K)
Filed 2026-10-09
Patrick M Sweeney & Associates, Inc
INCREASED
Shares4,989 from 4,924
Change+65 (+1%)
Value$266.4K (+$2.4K)
Filed 2026-10-22
Gray Private Wealth, LLC
UNCHANGED
Shares4,988 from 4,988
Change0 (0%)
Value$266.4K (-$1.0K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,986 from 4,986
Change0 (0%)
Value$266.3K (-$1.0K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
NEW
Shares4,961
Change+4,961
Value$264.9K
Filed 2026-11-02
Aegis Wealth Management, Inc.
INCREASED
Shares4,948 from 3,767
Change+1,181 (+31%)
Value$264.2K (+$62.3K)
Filed 2026-10-26
Hourglass Capital, LLC
UNCHANGED
Shares4,937 from 4,937
Change0 (0%)
Value$263.6K (-$1.0K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares4,915 from 3,614
Change+1,301 (+36%)
Value$264.2K (+$61.6K)
Filed 2026-10-08
OFS Enterprise LLC
INCREASED
Shares4,907 from 4,902
Change+5 (+0%)
Value$262.0K (-$756)
Filed 2026-10-16
Elm3 Financial Group, LLC
NEW
Shares4,900
Change+4,900
Value$261.7K
Filed 2026-10-07
Fulton Bank, N.A.
NEW
Shares4,890
Change+4,890
Value$261.1K
Filed 2026-10-14
Sloy Dahl & Holst, LLC
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$259.5K (-$1.0K)
Filed 2026-10-14
Wulff, Hansen & Co.
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$259.3K (-$1.0K)
Filed 2026-11-09
First Financial Bankshares Inc
UNCHANGED
Shares4,846 from 4,846
Change0 (0%)
Value$258.8K (-$1.0K)
Filed 2026-11-10
Valley Wealth Managers, Inc.
INCREASED
Shares4,821 from 4,377
Change+444 (+10%)
Value$257.4K (+$22.8K)
Filed 2026-10-09
Members Wealth LLC
DECREASED
Shares4,792 from 4,807
Change-15 (0%)
Value$257.6K (-$133)
Filed 2026-10-20
Coquina Private Wealth LLC
DECREASED
Shares4,786 from 5,263
Change-477 (-9%)
Value$255.6K (-$26.6K)
Filed 2026-10-27
Beacon Capital Management, LLC
DECREASED
Shares4,780 from 5,050
Change-270 (-5%)
Value$255.2K (-$15.5K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares4,738 from 4,738
Change0 (0%)
Value$253 (-$253.7K)
Filed 2026-11-05
MFG Investments, LLC
NEW
Shares4,737
Change+4,737
Value$253.0K
Filed 2026-10-30
RPG Investment Advisory, LLC
DECREASED
Shares4,735 from 10,415
Change-5,680 (-55%)
Value$252.8K (-$305.5K)
Filed 2026-10-21
Diversified Portfolios, Inc.
UNCHANGED
Shares4,726 from 4,726
Change0 (0%)
Value$252.4K (-$993)
Filed 2026-11-04
Aspen Wealth Management LLC
NEW
Shares4,699
Change+4,699
Value$251.0K
Filed 2026-10-14
Ironwood Investment Counsel, LLC
INCREASED
Shares4,685 from 4,683
Change+2 (+0%)
Value$250.2K (-$892)
Filed 2026-11-10
Washburn Capital Management, Inc.
DECREASED
Shares4,660 from 5,185
Change-525 (-10%)
Value$248.8K (-$29.1K)
Filed 2026-10-19
PUREfi Wealth, LLC
INCREASED
Shares4,650 from 3,895
Change+755 (+19%)
Value$248.3K (+$39.5K)
Filed 2026-10-19
RFG Holdings, Inc.
UNCHANGED
Shares4,624 from 4,624
Change0 (0%)
Value$246.9K (-$971)
Filed 2026-10-30
Clear Wave Wealth Management LLC
DECREASED
Shares4,614 from 5,023
Change-409 (-8%)
Value$246.4K (-$22.9K)
Filed 2026-11-04
AUA Capital Management, LLC
UNCHANGED
Shares4,596 from 4,596
Change0 (0%)
Value$245.4K (-$966)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
DECREASED
Shares4,571 from 4,671
Change-100 (-2%)
Value$253.8K (-$5.6K)
Filed 2026-10-28
Bison Wealth, LLC
INCREASED
Shares4,565 from 4,147
Change+418 (+10%)
Value$251.3K (+$18.5K)
Filed 2026-10-13
May Hill Capital, LLC
NEW
Shares4,561
Change+4,561
Value$243.6K
Filed 2026-11-03
Rockwood Wealth Management, LLC
DECREASED
Shares4,551 from 4,756
Change-205 (-4%)
Value$243.0K (-$12.0K)
Filed 2026-10-27
Amicus Financial Advisors, LLC
INCREASED
Shares4,541 from 4,528
Change+13 (+0%)
Value$242.5K (-$256)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares4,525 from 5,431
Change-906 (-17%)
Value$241.6K (-$49.5K)
Filed 2026-10-05
Capital Square, LLC
INCREASED
Shares4,515 from 4,506
Change+9 (+0%)
Value$241.1K (-$9.9K)
Filed 2026-10-19
GLR Partners, LLC
DECREASED
Shares4,505 from 6,965
Change-2,460 (-35%)
Value$240.6K (-$132.8K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares4,503 from 5,645
Change-1,142 (-20%)
Value$240.5K (-$62.2K)
Filed 2026-11-05
Legacy Financial Independent Advisors LLC
DECREASED
Shares4,467 from 4,622
Change-155 (-3%)
Value$238.5K (-$9.2K)
Filed 2026-11-02
Gryphon Financial Partners LLC
DECREASED
Shares4,454 from 4,687
Change-233 (-5%)
Value$237.8K (-$13.4K)
Filed 2026-11-04
1834 Investment Advisors Co
DECREASED
Shares4,449 from 6,014
Change-1,565 (-26%)
Value$237.6K (-$84.8K)
Filed 2026-10-16
Lazari Capital Management, Inc.
UNCHANGED
Shares4,417 from 4,417
Change0 (0%)
Value$235.9K (-$889)
Filed 2026-10-20
Mlp3, LLC
INCREASED
Shares4,399 from 4,398
Change+1 (+0%)
Value$234.9K (-$898)
Filed 2026-10-22
True Link Financial Advisors, LLC
NEW
Shares4,387
Change+4,387
Value$234.3K
Filed 2026-10-27
Sweeney & Michel, LLC
INCREASED
Shares4,370 from 4,355
Change+15 (+0%)
Value$233.4K (-$17.5K)
Filed 2026-10-16
Plancorp, LLC
NEW
Shares4,355
Change+4,355
Value$246.1K
Filed 2026-11-03
Regatta Capital Group, LLC
INCREASED
Shares4,341 from 4,126
Change+215 (+5%)
Value$231.8K (+$10.6K)
Filed 2026-10-23
1900 Wealth Management LLC
DECREASED
Shares4,340 from 5,048
Change-708 (-14%)
Value$231.8K (-$38.9K)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares4,333 from 4,333
Change0 (0%)
Value$231.4K (-$910)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares4,312 from 4,104
Change+208 (+5%)
Value$230.3K (+$10.3K)
Filed 2026-10-08
Searle & Co.
UNCHANGED
Shares4,302 from 4,302
Change0 (0%)
Value$229.7K (-$903)
Filed 2026-11-04
KRS Capital Management, LLC
DECREASED
Shares4,300 from 4,400
Change-100 (-2%)
Value$229.6K (-$6.3K)
Filed 2026-10-16
Sage Mountain Advisors LLC
UNCHANGED
Shares4,294 from 4,294
Change0 (0%)
Value$229.3K (-$901)
Filed 2026-11-02
Sage Capital Management, LLC
UNCHANGED
Shares4,293 from 4,293
Change0 (0%)
Value$229.2K (-$903)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
INCREASED
Shares4,292 from 4,008
Change+284 (+7%)
Value$229.2K (+$14.3K)
Filed 2026-11-05
Linscomb Wealth, Inc.
DECREASED
Shares4,270 from 4,363
Change-93 (-2%)
Value$228.0K (-$5.9K)
Filed 2026-11-05
Greenwood Capital Associates LLC
UNCHANGED
Shares4,261 from 4,261
Change0 (0%)
Value$227.5K (-$895)
Filed 2026-10-27
Crown Wealth Group, LLC
NEW
Shares4,257
Change+4,257
Value$227.3K
Filed 2026-10-19
PW Nova Financial Services LLC
DECREASED
Shares4,231 from 4,834
Change-603 (-12%)
Value$225.9K (-$33.2K)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares4,226 from 4,226
Change0 (0%)
Value$225.7K (-$888)
Filed 2026-10-27
Concentrum Wealth Management
NEW
Shares4,208
Change+4,208
Value$224.7K
Filed 2026-11-09
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares4,206 from 4,206
Change0 (0%)
Value$224.6K (-$884)
Filed 2026-10-26
National Wealth Management Group, LLC
DECREASED
Shares4,204 from 4,452
Change-248 (-6%)
Value$224.5K (-$14.1K)
Filed 2026-10-26
Benedict Financial Advisors Inc
DECREASED
Shares4,188 from 4,360
Change-172 (-4%)
Value$223.6K (-$10.1K)
Filed 2026-10-07
Kuhn & Co Investment Counsel
NEW
Shares4,183
Change+4,183
Value$223.4K
Filed 2026-10-29
Waterfront Wealth Inc.
INCREASED
Shares4,180 from 3,593
Change+587 (+16%)
Value$232.5K (+$32.4K)
Filed 2026-11-03
Naples Global Advisors, LLC
UNCHANGED
Shares4,172 from 4,172
Change0 (0%)
Value$222.8K (-$876)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares4,167 from 4,165
Change+2 (+0%)
Value$222.5K (-$742)
Filed 2026-10-19
Able Wealth Management LLC
INCREASED
Shares4,161 from 4,160
Change+1 (+0%)
Value$224.2K (+$1.2K)
Filed 2026-10-13
Convergence Financial, LLC
NEW
Shares4,147
Change+4,147
Value$221.4K
Filed 2026-10-27
Pacific Center for Financial Services
INCREASED
Shares4,133 from 4,122
Change+11 (+0%)
Value$220.7K (-$275)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares4,118
Change+4,118
Value$219.9K
Filed 2026-10-16
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares4,116 from 4,116
Change0 (0%)
Value$219.8K (-$865)
Filed 2026-10-09
TFO Wealth Partners, LLC
INCREASED
Shares4,114 from 4,016
Change+98 (+2%)
Value$219.7K (+$4.4K)
Filed 2026-11-09
SmartHarvest Portfolios, LLC
DECREASED
Shares4,112 from 7,889
Change-3,777 (-48%)
Value$219.6K (-$203.3K)
Filed 2026-10-26
NBH Bank
UNCHANGED
Shares4,097 from 4,097
Change0 (0%)
Value$218.8K (-$860)
Filed 2026-11-05
Clarity Retirement & Wealth, LLC
INCREASED
Shares4,085 from 3,846
Change+239 (+6%)
Value$218.1K (+$12.0K)
Filed 2026-11-04
W Advisors, LLC
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$216.8K (-$852)
Filed 2026-11-02
Gerber, LLC
INCREASED
Shares4,051 from 4,043
Change+8 (+0%)
Value$216.3K (-$424)
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares4,046
Change+4,046
Value$216.1K
Filed 2026-10-26
Weaver Consulting Group
DECREASED
Shares4,029 from 4,429
Change-400 (-9%)
Value$215.1K (-$22.3K)
Filed 2026-10-07
Peoples Financial Services Corp.
DECREASED
Shares4,020 from 4,538
Change-518 (-11%)
Value$214.7K (-$28.6K)
Filed 2026-10-20
Parsons Capital Management Inc
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$214.6K (-$849)
Filed 2026-10-28
Thompson Investment Management, Inc.
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$213.7K (-$841)
Filed 2026-10-14
Parcion Private Wealth LLC
DECREASED
Shares4,000 from 4,288
Change-288 (-7%)
Value$213.6K (-$16.3K)
Filed 2026-10-28
WMS Group LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$213.6K (-$840)
Filed 2026-11-06
Atlas Brown,Inc.
INCREASED
Shares3,993 from 3,985
Change+8 (+0%)
Value$213.2K (-$410)
Filed 2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares3,979 from 4,358
Change-379 (-9%)
Value$212.5K (-$21.2K)
Filed 2026-10-22
Sawgrass Asset Management LLC
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$212.3K (-$835)
Filed 2026-11-03
Vericrest Private Wealth
UNCHANGED
Shares3,970 from 3,970
Change0 (0%)
Value$212.0K (-$834)
Filed 2026-10-21
Gemmer Asset Management LLC
UNCHANGED
Shares3,952 from 3,952
Change0 (0%)
Value$211.0K (-$830)
Filed 2026-10-16
Berkshire Money Management, Inc.
NEW
Shares3,928
Change+3,928
Value$209.7K
Filed 2026-10-21
Arsenal Capital Advisors LLC
INCREASED
Shares3,904 from 3,765
Change+139 (+4%)
Value$208.4K (+$6.6K)
Filed 2026-11-02
Investment Insight Wealth Management, LLC
DECREASED
Shares3,872 from 4,045
Change-173 (-4%)
Value$206.8K (-$10.1K)
Filed 2026-10-30
Manchester Financial Inc
NEW
Shares3,846
Change+3,846
Value$205.4K
Filed 2026-10-15
Woodstock Corp
DECREASED
Shares3,836 from 3,839
Change-3 (0%)
Value$204.8K (-$982)
Filed 2026-10-13
One Day In July LLC
UNCHANGED
Shares3,826 from 3,826
Change0 (0%)
Value$204.3K (-$804)
Filed 2026-10-30
Myecfo, LLC
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$204.0K (-$802)
Filed 2026-10-14
Compass Ion Advisors, LLC
INCREASED
Shares3,815 from 3,771
Change+44 (+1%)
Value$203.7K (+$1.6K)
Filed 2026-10-23
TrueWealth Advisors, LLC
NEW
Shares3,802
Change+3,802
Value$203.0K
Filed 2026-10-09
Worth Asset Management, LLC
NEW
Shares3,799
Change+3,799
Value$202.9K
Filed 2026-10-07
Nearside Advisors, LLC
NEW
Shares3,796
Change+3,796
Value$202.7K
Filed 2026-10-20
Sachem Hill LLC
UNCHANGED
Shares3,779 from 3,779
Change0 (0%)
Value$201.8K (-$793)
Filed 2026-10-14
One Way Holdings LLC
NEW
Shares3,768
Change+3,768
Value$201.2K
Filed 2026-10-29
Capital Squared Financial LLC
DECREASED
Shares3,757 from 3,990
Change-233 (-6%)
Value$200.6K (-$13.3K)
Filed 2026-10-30
Excalibur Management Corp
DECREASED
Shares3,749 from 3,790
Change-41 (-1%)
Value$200.2K (-$3.0K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares3,655 from 533
Change+3,122 (+586%)
Value$195.2K (+$166.6K)
Filed 2026-10-15
Hantz Financial Services, Inc.
INCREASED
Shares3,632 from 3,072
Change+560 (+18%)
Value$194 (-$164.8K)
Filed 2026-11-09
Nemes Rush Group LLC
INCREASED
Shares3,627 from 3,619
Change+8 (+0%)
Value$193.7K (-$314)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$191 (-$191.8K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares3,515
Change+3,515
Value$202
Filed 2026-11-03
Gables Capital Management Inc.
DECREASED
Shares3,455 from 3,505
Change-50 (-1%)
Value$184.5K (-$3.4K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares3,449 from 3,963
Change-514 (-13%)
Value$184.2K (-$28.3K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares3,372 from 3,472
Change-100 (-3%)
Value$180.1K (-$6.0K)
Filed 2026-10-13
William Mack & Associates, Inc.
NEW
Shares3,053
Change+3,053
Value$163.0K
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares3,030 from 2,664
Change+366 (+14%)
Value$161.8K (+$19.0K)
Filed 2026-10-30
Provident Wealth Management, LLC
DECREASED
Shares3,000 from 3,321
Change-321 (-10%)
Value$160.2K (-$17.8K)
Filed 2026-10-20
Vima LLC
DECREASED
Shares2,937 from 3,007
Change-70 (-2%)
Value$156.8K (-$4.4K)
Filed 2026-10-23
Friedenthal Financial
NEW
Shares2,924
Change+2,924
Value$156.1K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,903 from 2,905
Change-2 (0%)
Value$155.0K (-$717)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
DECREASED
Shares2,900 from 10,750
Change-7,850 (-73%)
Value$154.9K (-$421.4K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares2,895 from 3,024
Change-129 (-4%)
Value$154.6K (-$7.5K)
Filed 2026-11-03
SJS Investment Consulting Inc.
DECREASED
Shares2,786 from 2,936
Change-150 (-5%)
Value$148.8K (-$8.6K)
Filed 2026-10-26
Walsh & Associates, LLC
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$146.3K (-$577)
Filed 2026-11-09
Nvwm, LLC
INCREASED
Shares2,726 from 2,452
Change+274 (+11%)
Value$145.6K (+$14.1K)
Filed 2026-10-14
Princeton Global Asset Management LLC
INCREASED
Shares2,712 from 2,709
Change+3 (+0%)
Value$144.8K (-$455)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares2,679 from 2,678
Change+1 (+0%)
Value$143.0K (-$553)
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares2,583 from 2,583
Change0 (0%)
Value$137.9K (-$543)
Filed 2026-10-19
Heritage Family Offices, LLP
NEW
Shares2,522
Change+2,522
Value$134.7K
Filed 2026-11-02
Boyd Watterson Asset Management LLC
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$133.8K (-$527)
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$133.1K (-$524)
Filed 2026-10-13
First Command Advisory Services, Inc.
DECREASED
Shares2,467 from 2,550
Change-83 (-3%)
Value$131.7K (-$5.0K)
Filed 2026-11-05
Cardiff Park Advisors, LLC
INCREASED
Shares2,457 from 1,962
Change+495 (+25%)
Value$131.2K (+$26.0K)
Filed 2026-11-09
Kelleher Financial Advisors
DECREASED
Shares2,425 from 2,600
Change-175 (-7%)
Value$129.5K (-$9.9K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares2,422 from 2,268
Change+154 (+7%)
Value$129.3K (+$7.8K)
Filed 2026-11-03
Rice Partnership, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$128.2K (-$504)
Filed 2026-11-09
IFS Advisors, LLC
INCREASED
Shares2,371 from 60
Change+2,311 (+3852%)
Value$126.6K (+$123.4K)
Filed 2026-10-14
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares2,317 from 2,317
Change0 (0%)
Value$124 (-$123.9K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
INCREASED
Shares2,297 from 2,289
Change+8 (+0%)
Value$122.6K (-$95)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares2,277
Change+2,277
Value$121.6K
Filed 2026-10-21
Hanson & Doremus Investment Management
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$120 (-$119.9K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$119.1K (-$468)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,217 from 1,263
Change+954 (+76%)
Value$118.4K (+$50.7K)
Filed 2026-11-04
Guardian Partners Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$117.5K (-$462)
Filed 2026-10-21
Compass Wealth Management LLC
NEW
Shares2,187
Change+2,187
Value$116.8K
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$113.7K (-$447)
Filed 2026-10-22
Trust Co of Toledo NA
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$110.1K (-$433)
Filed 2026-10-16
Townsend Asset Management Corp
INCREASED
Shares1,970 from 1,252
Change+718 (+57%)
Value$105.2K (+$38.1K)
Filed 2026-10-29
Winch Advisory Services, LLC
INCREASED
Shares1,939 from 1,933
Change+6 (+0%)
Value$103.6K (-$99)
Filed 2026-11-06
Fairscale Capital, LLC
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$108.6K (+$5.6K)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares1,902 from 1,895
Change+7 (+0%)
Value$101.6K (-$37)
Filed 2026-11-05
Latitude Advisors, LLC
DECREASED
Shares1,881 from 3,979
Change-2,098 (-53%)
Value$100.5K (-$112.8K)
Filed 2026-10-27
Bangor Savings Bank
DECREASED
Shares1,855 from 2,079
Change-224 (-11%)
Value$99.1K (-$12.4K)
Filed 2026-10-06
Grove Bank & Trust
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$98.9K (-$389)
Filed 2026-10-08
Highland Investment Advisors LLC
INCREASED
Shares1,800 from 1,734
Change+66 (+4%)
Value$96.1K (+$3.2K)
Filed 2026-11-09
Mainstream Capital Management LLC
NEW
Shares1,790
Change+1,790
Value$95.6K
Filed 2026-10-23
Hartford Financial Management Inc.
DECREASED
Shares1,789 from 2,789
Change-1,000 (-36%)
Value$95.5K (-$54.0K)
Filed 2026-10-21
Chapman Financial Group, LLC
UNCHANGED
Shares1,788 from 1,788
Change0 (0%)
Value$95.5K (-$375)
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares1,758 from 1,800
Change-42 (-2%)
Value$93.9K (-$2.6K)
Filed 2026-11-03
Syntax Research, Inc.
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$92.8K (-$365)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares1,727
Change+1,727
Value$92.2K
Filed 2026-10-13
Oakworth Capital, Inc.
DECREASED
Shares1,653 from 1,753
Change-100 (-6%)
Value$88.3K (-$6.3K)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$91.4K (+$4.9K)
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares1,599 from 1,517
Change+82 (+5%)
Value$85.4K (+$4.0K)
Filed 2026-11-02
Pacifica Partners Inc.
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$83.5K (-$3.3K)
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$80.1K (-$315)
Filed 2026-10-15
Piedmont Capital Management, LLC
DECREASED
Shares1,498 from 4,032
Change-2,534 (-63%)
Value$80.0K (-$136.2K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$79.3K (-$312)
Filed 2026-10-28
Markowski Investments
INCREASED
Shares1,483 from 1,279
Change+204 (+16%)
Value$79.2K (+$10.6K)
Filed 2026-10-30
Coston, McIsaac & Partners
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$77.5K (+$77.5K)
Filed 2026-11-06
Old Second National Bank of Aurora
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$71.4K (-$281)
Filed 2026-10-22
Tidemark, LLC
DECREASED
Shares1,330 from 1,350
Change-20 (-1%)
Value$71.0K (-$1.4K)
Filed 2026-11-09
Triumph Capital Management
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$69.8K (-$274)
Filed 2026-10-14
SYM Financial Corp
INCREASED
Shares1,284 from 1,183
Change+101 (+9%)
Value$68.6K (+$5.1K)
Filed 2026-10-26
CGC Financial Services, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$68.4K (-$269)
Filed 2026-10-13
Wagner Wealth Management, LLC
INCREASED
Shares1,276 from 1,272
Change+4 (+0%)
Value$68.1K (-$66)
Filed 2026-10-21
Davis Capital Management
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$67.6K (-$266)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
NEW
Shares1,257
Change+1,257
Value$67.1K
Filed 2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$66.8K (-$263)
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$65.0K (-$255)
Filed 2026-11-04
Fairway Wealth LLC
DECREASED
Shares1,175 from 1,306
Change-131 (-10%)
Value$62.7K (-$7.3K)
Filed 2026-10-30
Reap Financial Group, LLC
INCREASED
Shares1,141 from 1,138
Change+3 (+0%)
Value$61.0K (-$36)
Filed 2026-11-02
Olistico Wealth, LLC
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$60.4K (-$238)
Filed 2026-10-05
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$59.5K (-$234)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares1,106
Change+1,106
Value$59.1K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,105 from 2,213
Change-1,108 (-50%)
Value$59.0K (-$59.6K)
Filed 2026-10-26
Clearstead Trust, LLC
INCREASED
Shares1,105 from 606
Change+499 (+82%)
Value$59.0K (+$26.5K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$58.2K (-$229)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$58.0K (-$228)
Filed 2026-10-21
Piscataqua Savings Bank
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$56.3K (-$221)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$56.2K (-$221)
Filed 2026-10-28
Morse Asset Management, Inc
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$55.1K (-$217)
Filed 2026-11-09
Jnba Financial Advisors
INCREASED
Shares1,014 from 101
Change+913 (+904%)
Value$54.1K (+$48.7K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares1,010
Change+1,010
Value$53.9K
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares1,000
Change+1,000
Value$53.4K
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$53.4K (-$210)
Filed 2026-10-19
Hyposwiss Advisors SA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$53.4K (-$210)
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares988 from 1,135
Change-147 (-13%)
Value$52.8K (-$8.1K)
Filed 2026-11-05
Dorato Capital Management
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$52.4K (-$1.9K)
Filed 2026-10-08
Rydar Equities, Inc.
NEW
Shares963
Change+963
Value$51.8K
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares962
Change+962
Value$51.4K
Filed 2026-10-27
Roxbury Financial LLC
INCREASED
Shares961 from 958
Change+3 (+0%)
Value$51.3K (-$19)
Filed 2026-10-01
Provenance Wealth Advisors, LLC
NEW
Shares957
Change+957
Value$51.1K
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$50.4K (-$198)
Filed 2026-10-07
RMG Wealth Management LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$53.2K (-$1.3K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
NEW
Shares916
Change+916
Value$48.9K
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$48.5K (-$191)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$48.5K (-$190)
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$48.0K (-$188)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares886 from 970
Change-84 (-9%)
Value$47 (-$52.0K)
Filed 2026-10-30
Capital Investment Counsel, Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$46.7K (-$184)
Filed 2026-10-20
POM Investment Strategies, LLC
INCREASED
Shares846 from 41
Change+805 (+1963%)
Value$45.2K (+$43.0K)
Filed 2026-10-20
BankChampaign, National Association
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$44.8K (-$176)
Filed 2026-10-19
Financial Management Professionals, Inc.
INCREASED
Shares814 from 813
Change+1 (+0%)
Value$43.5K (-$134)
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$41.5K (-$164)
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares766
Change+766
Value$40.9K
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$40.1K (-$158)
Filed 2026-10-05
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$40.1K (-$158)
Filed 2026-10-23
Center for Financial Planning, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$38.7K (-$153)
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$38.4K (-$151)
Filed 2026-10-02
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares711 from 2,102
Change-1,391 (-66%)
Value$38.0K (-$74.7K)
Filed 2026-10-16
Godfrey Financial Associates, Inc.
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$37.5K (-$140)
Filed 2026-11-10
Cypress Capital Management LLC (WY)
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$36.7K (-$144)
Filed 2026-11-09
Rakuten Securities, Inc.
INCREASED
Shares667 from 246
Change+421 (+171%)
Value$35.6K (+$22.4K)
Filed 2026-11-02
Armor Investment Advisors, LLC
DECREASED
Shares666 from 812
Change-146 (-18%)
Value$35.6K (-$8.0K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares656 from 6,833
Change-6,177 (-90%)
Value$35.0K (-$331.3K)
Filed 2026-10-14
Livelsberger Financial Advisory
NEW
Shares653
Change+653
Value$34.9K
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$33.7K (-$49)
Filed 2026-11-02
West Paces Advisors Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$32.0K (-$126)
Filed 2026-10-13
Tradewinds Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$32.0K (-$126)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$32.0K (-$126)
Filed 2026-10-07
Flagship Wealth Advisors, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$31.4K (-$124)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares585 from 587
Change-2 (0%)
Value$31.2K (-$230)
Filed 2026-11-02
V-Square Quantitative Management LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$31.2K (-$123)
Filed 2026-10-15
Strengthening Families & Communities, LLC
INCREASED
Shares577 from 576
Change+1 (+0%)
Value$30.8K (-$65)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares540 from 836
Change-296 (-35%)
Value$28.8K (-$16.0K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$28.2K (-$111)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$28.2K (-$111)
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$27.9K (-$689)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares509 from 207
Change+302 (+146%)
Value$27.2K (+$16.1K)
Filed 2026-11-05
Addison Advisors LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$26.7K (-$105)
Filed 2026-11-06
Investment Research & Advisory Group, Inc.
INCREASED
Shares487 from 485
Change+2 (+0%)
Value$51.7K (-$26.2K)
Filed 2026-10-19
Hickory Point Bank & Trust
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$26.0K (-$102)
Filed 2026-10-01
Montgomery Financial Services LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$25.9K (-$102)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares465 from 166
Change+299 (+180%)
Value$24.8K (+$15.9K)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$24.0K (-$96)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$23.5K (-$573)
Filed 2026-10-22
Mascoma Wealth Management LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$22.5K (-$88)
Filed 2026-10-23
Pioneer Family Office, LLC
DECREASED
Shares412 from 730
Change-318 (-44%)
Value$22.0K (-$17.1K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$21.6K (-$86)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$21.6K (-$85)
Filed 2026-11-05
Access Investment Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$21.4K (-$84)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$21.4K (-$84)
Filed 2026-11-05
PlanVest Financial, Inc
INCREASED
Shares357 from 356
Change+1 (+0%)
Value$19.0K (-$58)
Filed 2026-11-09
United Financial Planning Group LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$16.7K (-$65)
Filed 2026-11-04
First Premier Bank
DECREASED
Shares308 from 323
Change-15 (-5%)
Value$16 (-$1)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$16.1K (-$63)
Filed 2026-10-22
Essential Investment Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.0K (-$63)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.0K (-$63)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.0K (-$63)
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares281
Change+281
Value$15.0K
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$14.8K (-$59)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
INCREASED
Shares264 from 1
Change+263 (+26300%)
Value$14.1K (+$14.0K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares260
Change+260
Value$13.9K
Filed 2026-10-29
Mcdonald Partners LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.4K (-$53)
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.4K (-$53)
Filed 2026-10-19
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$12.3K (-$48)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$12.0K (-$48)
Filed 2026-10-26
Cdkv Holdings LLC
DECREASED
Shares222 from 234
Change-12 (-5%)
Value$11.9K (-$686)
Filed 2026-10-28
James T. Borello RIA
NEW
Shares218
Change+218
Value$11.6K
Filed 2026-10-16
Kozak & Associates, Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$12.2K (+$294)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$11.3K (-$45)
Filed 2026-10-05
True Wealth Design, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.7K (-$42)
Filed 2026-10-13
City State Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.7K (-$42)
Filed 2026-10-20
Monetary Solutions, Ltd
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.7K (-$42)
Filed 2026-10-22
CNB Bank
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$10.3K (-$40)
Filed 2026-11-09
Alerus Financial NA
DECREASED
Shares177 from 447
Change-270 (-60%)
Value$9.5K (-$14.5K)
Filed 2026-11-09
John Boyer, Inc.
NEW
Shares173
Change+173
Value$9.2K
Filed 2026-10-27
Tower View Wealth Management LLC
INCREASED
Shares156 from 155
Change+1 (+1%)
Value$8.3K (-$3)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$8.2K (-$32)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.0K (-$32)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.9K (-$31)
Filed 2026-10-16
New England Capital Financial Advisors LLC
NEW
Shares145
Change+145
Value$7.7K
Filed 2026-11-03
Fortis Group Advisors, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$7.7K (-$30)
Filed 2026-11-06
Philadelphia Investment Partners, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$7.2K (-$53)
Filed 2026-11-09
Hughes Financial Services, LLC
INCREASED
Shares127 from 10
Change+117 (+1170%)
Value$7.2K (+$6.7K)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$6.8K (-$26)
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$6.4K (-$25)
Filed 2026-11-05
Inspire Investing, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$6.2K (-$24)
Filed 2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares112 from 80
Change+32 (+40%)
Value$6.0K (-$6.7K)
Filed 2026-10-14
Godsey & Gibb, Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$5.8K (-$23)
Filed 2026-10-14
Valued Wealth Advisors LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$5.6K (-$22)
Filed 2026-11-05
Jcsd Capital, LLC
NEW
Shares100
Change+100
Value$5.3K
Filed 2026-11-06
Global Trust Asset Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.3K (-$21)
Filed 2026-10-19
Southern Michigan Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.3K (-$21)
Filed 2026-10-19
DecisionPoint Financial, LLC
NEW
Shares93
Change+93
Value$5.0K
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$4.9K (-$2)
Filed 2026-10-28
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$4.4K (-$17)
Filed 2026-11-10
Winthrop Capital Management, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.8K (+$3.8K)
Filed 2026-11-05
Daiwa Securities Group Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.8K (-$15)
Filed 2026-10-29
Mechanics Financial Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.7K (-$15)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.2K (-$13)
Filed 2026-11-04
Quaker Wealth Management, LLC
INCREASED
Shares57 from 55
Change+2 (+4%)
Value$3.0K (+$75)
Filed 2026-10-22
Holos Integrated Wealth LLC
NEW
Shares51
Change+51
Value$2.8K
Filed 2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (-$11)
Filed 2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.4K (-$9)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
NEW
Shares35
Change+35
Value$1.9K
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.4K (-$6)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.4K (-$6)
Filed 2026-11-03
Centerpoint Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1 ($0)
Filed 2026-11-05
Strategic Advocates LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$641 (-$2)
Filed 2026-11-03
Albion Financial Group
DECREASED
Shares10 from 950
Change-940 (-99%)
Value$534 (-$50.4K)
Filed 2026-10-21
Rachor Investment Advisory Services, LLC
NEW
Shares2
Change+2
Value$107
Filed 2026-10-29
Impact Partnership Wealth, LLC
CLOSED
Shares0 from 314,580
Change-314,580 (-100%)
Value$0 (-$16.9M)
Filed 2026-11-09
Advisors Preferred, LLC
CLOSED
Shares0 from 291,827
Change-291,827 (-100%)
Value$0 (-$16.2M)
Filed 2026-11-09
Adams Diversified Equity Fund, Inc.
CLOSED
Shares0 from 237,000
Change-237,000 (-100%)
Value$0 (-$12.7M)
Filed 2026-10-21
111 Capital
CLOSED
Shares0 from 148,268
Change-148,268 (-100%)
Value$0 (-$7.9M)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 125,789
Change-125,789 (-100%)
Value$0 (-$6.7M)
Filed 2026-11-05
Twin Tree Management, LP
CLOSED
Shares0 from 89,818
Change-89,818 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-10
Ticino Wealth
CLOSED
Shares0 from 73,811
Change-73,811 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-13
Matauro, LLC
CLOSED
Shares0 from 53,083
Change-53,083 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
Deutsche Bank Ag\
CLOSED
Shares0 from 40,604
Change-40,604 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-06
Bochk Asset Management Ltd
CLOSED
Shares0 from 40,000
Change-40,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-29
Olympiad Research LP
CLOSED
Shares0 from 36,707
Change-36,707 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-04
Eagle Capital Management, LLC
CLOSED
Shares0 from 23,990
Change-23,990 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED
Shares0 from 22,065
Change-22,065 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
Sapient Capital LLC
CLOSED
Shares0 from 12,967
Change-12,967 (-100%)
Value$0 (-$695.2K)
Filed 2026-10-08
Mizuho Markets Cayman LP
CLOSED
Shares0 from 12,237
Change-12,237 (-100%)
Value$0 (-$656.0K)
Filed 2026-11-09
Hall Capital Management Co Inc
CLOSED
Shares0 from 11,918
Change-11,918 (-100%)
Value$0 (-$638.9K)
Filed 2026-11-09
Lunt Capital Management, Inc.
CLOSED
Shares0 from 9,245
Change-9,245 (-100%)
Value$0 (-$495.6K)
Filed 2026-10-30
Kestra Investment Management, LLC
CLOSED
Shares0 from 8,504
Change-8,504 (-100%)
Value$0 (-$455.9K)
Filed 2026-11-04
DLK Investment Management, LLC
CLOSED
Shares0 from 6,575
Change-6,575 (-100%)
Value$0 (-$270.3K)
Filed 2026-10-09
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 6,202
Change-6,202 (-100%)
Value$0 (-$332.5K)
Filed 2026-10-21
Avestar Capital, LLC
CLOSED
Shares0 from 5,966
Change-5,966 (-100%)
Value$0 (-$319.8K)
Filed 2026-10-28
Balefire, LLC
CLOSED
Shares0 from 5,631
Change-5,631 (-100%)
Value$0 (-$301.9K)
Filed 2026-10-09
AmeriServ Wealth Advisors
CLOSED
Shares0 from 5,390
Change-5,390 (-100%)
Value$0 (-$289.0K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 5,368
Change-5,368 (-100%)
Value$0 (-$287.8K)
Filed 2026-10-29
Access Financial Services, Inc.
CLOSED
Shares0 from 5,270
Change-5,270 (-100%)
Value$0 (-$282.5K)
Filed 2026-11-09
Gallacher Capital Management LLC
CLOSED
Shares0 from 5,141
Change-5,141 (-100%)
Value$0 (-$275.6K)
Filed 2026-10-30
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 5,050
Change-5,050 (-100%)
Value$0 (-$270.7K)
Filed 2026-10-21
Shufro Rose & Co LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$268.1K)
Filed 2026-11-10
Synergy Asset Management, LLC
CLOSED
Shares0 from 4,785
Change-4,785 (-100%)
Value$0 (-$256.5K)
Filed 2026-11-05
Sunpointe, LLC
CLOSED
Shares0 from 4,650
Change-4,650 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-22
Kellett Wealth Advisors, LLC
CLOSED
Shares0 from 4,553
Change-4,553 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-15
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 4,440
Change-4,440 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 4,220
Change-4,220 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-05
Axim Planning & Wealth
CLOSED
Shares0 from 4,056
Change-4,056 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-28
Investment Planning Advisors, Inc.
CLOSED
Shares0 from 3,979
Change-3,979 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-14
FNY Investment Advisers, LLC
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$209)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
CLOSED
Shares0 from 3,870
Change-3,870 (-100%)
Value$0 (-$207.5K)
Filed 2026-11-02
Cabana LLC
CLOSED
Shares0 from 3,832
Change-3,832 (-100%)
Value$0 (-$205.5K)
Filed 2026-11-04
BLB&B Advisors, LLC
CLOSED
Shares0 from 3,783
Change-3,783 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-27
CLG LLC
CLOSED
Shares0 from 3,771
Change-3,771 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-13
Patten Group, Inc.
CLOSED
Shares0 from 3,757
Change-3,757 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-26
WealthCare Investment Partners, LLC
CLOSED
Shares0 from 3,738
Change-3,738 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 3,737
Change-3,737 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-26
Interchange Capital Partners, LLC
CLOSED
Shares0 from 3,733
Change-3,733 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,590
Change-3,590 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-16
Park Place Capital Corp
CLOSED
Shares0 from 3,078
Change-3,078 (-100%)
Value$0 (-$165.0K)
Filed 2026-11-09
Wellington Grp LLC
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$97.3K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 1,530
Change-1,530 (-100%)
Value$0 (-$83)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,363
Change-1,363 (-100%)
Value$0 (-$73.1K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 1,337
Change-1,337 (-100%)
Value$0 (-$71.7K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$37.9K)
Filed 2026-10-26
BankPlus Trust Department
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$36.6K)
Filed 2026-11-06
Obsidian CIO, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$11.6K)
Filed 2026-11-05
Richardson Financial Services Inc.
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-30
Stone House Investment Management, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-23
WPG Advisers, LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-27
Blueline Advisors LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-15
GoalVest Advisory LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-02
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-26
Meramec Financial Planners, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-09
Atwood & Palmer Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$269)
Filed 2026-10-08
Raleigh Capital Management Inc.
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$35)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.7M (+$157.8K)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 124,154,584
Change-124,154,584 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 78,510,008
Change-78,510,008 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 46,449,938
Change-46,449,938 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 45,234,207
Change-45,234,207 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,616,315
Change-24,616,315 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,529,311
Change-23,529,311 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,608,270
Change-20,608,270 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,961,225
Change-16,961,225 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,086,521
Change-14,086,521 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,506,486
Change-10,506,486 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,780,436
Change-9,780,436 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,549,563
Change-9,549,563 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 9,511,811
Change-9,511,811 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,958,200
Change-7,958,200 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 7,626,613
Change-7,626,613 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,759,931
Change-5,759,931 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,537,631
Change-4,537,631 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,521,414
Change-4,521,414 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,063,701
Change-4,063,701 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,961,786
Change-3,961,786 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,781,389
Change-3,781,389 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,761,841
Change-3,761,841 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,453,181
Change-3,453,181 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,196,000
Change-3,196,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,097,589
Change-3,097,589 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,026,674
Change-3,026,674 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,976,417
Change-2,976,417 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,699,442
Change-2,699,442 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,687,614
Change-2,687,614 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 2,456,200
Change-2,456,200 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,286,131
Change-2,286,131 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,143,364
Change-2,143,364 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 2,091,321
Change-2,091,321 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,968,609
Change-1,968,609 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,956,757
Change-1,956,757 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 1,717,269
Change-1,717,269 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,658,247
Change-1,658,247 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,605,930
Change-1,605,930 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,454,156
Change-1,454,156 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,431,665
Change-1,431,665 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,353,310
Change-1,353,310 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 1,300,110
Change-1,300,110 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,234,286
Change-1,234,286 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,192,882
Change-1,192,882 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 1,149,802
Change-1,149,802 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,017,964
Change-1,017,964 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,015,206
Change-1,015,206 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,006,584
Change-1,006,584 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 988,256
Change-988,256 (-100%)
Value—
Main Management LLC
N/A
Shares— from 955,766
Change-955,766 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 944,769
Change-944,769 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 847,790
Change-847,790 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 829,456
Change-829,456 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 778,421
Change-778,421 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 759,682
Change-759,682 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 732,047
Change-732,047 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 696,461
Change-696,461 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 683,441
Change-683,441 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 680,198
Change-680,198 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 636,457
Change-636,457 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 631,621
Change-631,621 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 621,050
Change-621,050 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 618,532
Change-618,532 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 579,143
Change-579,143 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 572,383
Change-572,383 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 568,477
Change-568,477 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 544,037
Change-544,037 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 543,942
Change-543,942 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 533,947
Change-533,947 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 507,676
Change-507,676 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 496,989
Change-496,989 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 488,765
Change-488,765 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 441,936
Change-441,936 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 440,836
Change-440,836 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 438,541
Change-438,541 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 431,724
Change-431,724 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 412,123
Change-412,123 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 407,163
Change-407,163 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 405,788
Change-405,788 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 400,235
Change-400,235 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 394,166
Change-394,166 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 379,924
Change-379,924 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 378,289
Change-378,289 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 375,591
Change-375,591 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 361,531
Change-361,531 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 351,627
Change-351,627 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 343,502
Change-343,502 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 342,991
Change-342,991 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 337,370
Change-337,370 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 336,985
Change-336,985 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 332,073
Change-332,073 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 331,388
Change-331,388 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 315,821
Change-315,821 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 313,173
Change-313,173 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 309,550
Change-309,550 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 307,538
Change-307,538 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 307,134
Change-307,134 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 294,578
Change-294,578 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 292,720
Change-292,720 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 291,979
Change-291,979 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 287,368
Change-287,368 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 283,419
Change-283,419 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 274,913
Change-274,913 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 272,485
Change-272,485 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 262,566
Change-262,566 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 257,455
Change-257,455 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 254,219
Change-254,219 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 248,410
Change-248,410 (-100%)
Value—
&partners
N/A
Shares— from 244,224
Change-244,224 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 239,770
Change-239,770 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 228,561
Change-228,561 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 226,025
Change-226,025 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 219,427
Change-219,427 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 207,081
Change-207,081 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 204,835
Change-204,835 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 203,162
Change-203,162 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 202,990
Change-202,990 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 197,463
Change-197,463 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 197,349
Change-197,349 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 184,275
Change-184,275 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 181,948
Change-181,948 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 173,520
Change-173,520 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 172,350
Change-172,350 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 167,168
Change-167,168 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 166,100
Change-166,100 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 165,730
Change-165,730 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 165,512
Change-165,512 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 165,472
Change-165,472 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 164,601
Change-164,601 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 163,714
Change-163,714 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 154,675
Change-154,675 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 153,200
Change-153,200 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 152,979
Change-152,979 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 152,781
Change-152,781 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 152,713
Change-152,713 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 151,817
Change-151,817 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 147,595
Change-147,595 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 146,510
Change-146,510 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 143,886
Change-143,886 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 143,000
Change-143,000 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 142,808
Change-142,808 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 142,127
Change-142,127 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 140,442
Change-140,442 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 138,093
Change-138,093 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 133,664
Change-133,664 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 131,926
Change-131,926 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 130,730
Change-130,730 (-100%)
Value—
Commerce Bank
N/A
Shares— from 129,771
Change-129,771 (-100%)
Value—
Stephens Inc
N/A
Shares— from 129,410
Change-129,410 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 128,614
Change-128,614 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 123,766
Change-123,766 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 122,525
Change-122,525 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 120,299
Change-120,299 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 116,693
Change-116,693 (-100%)
Value—
State Street Corp
N/A
Shares— from 116,246
Change-116,246 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 114,093
Change-114,093 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 112,963
Change-112,963 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 111,080
Change-111,080 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 109,815
Change-109,815 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 108,672
Change-108,672 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 108,639
Change-108,639 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 106,623
Change-106,623 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 103,572
Change-103,572 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 102,107
Change-102,107 (-100%)
Value—
Simmons Bank
N/A
Shares— from 101,514
Change-101,514 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 100,870
Change-100,870 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 99,721
Change-99,721 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 99,185
Change-99,185 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 98,991
Change-98,991 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 98,982
Change-98,982 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 98,549
Change-98,549 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 98,010
Change-98,010 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 97,277
Change-97,277 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 96,585
Change-96,585 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 95,587
Change-95,587 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 95,065
Change-95,065 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 94,715
Change-94,715 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 93,802
Change-93,802 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 93,237
Change-93,237 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 93,000
Change-93,000 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 91,299
Change-91,299 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 87,798
Change-87,798 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 87,574
Change-87,574 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 87,352
Change-87,352 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 85,103
Change-85,103 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 80,737
Change-80,737 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 80,001
Change-80,001 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 79,897
Change-79,897 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 79,315
Change-79,315 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 76,391
Change-76,391 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 76,200
Change-76,200 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 72,800
Change-72,800 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 71,595
Change-71,595 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 71,496
Change-71,496 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 71,360
Change-71,360 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 70,956
Change-70,956 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 70,347
Change-70,347 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 69,791
Change-69,791 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 69,435
Change-69,435 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 67,570
Change-67,570 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 67,563
Change-67,563 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 67,223
Change-67,223 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 66,305
Change-66,305 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 65,738
Change-65,738 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 65,085
Change-65,085 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 64,836
Change-64,836 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 64,354
Change-64,354 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 63,731
Change-63,731 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 63,612
Change-63,612 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 63,593
Change-63,593 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 63,185
Change-63,185 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 62,117
Change-62,117 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 61,069
Change-61,069 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 60,789
Change-60,789 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 60,138
Change-60,138 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 60,083
Change-60,083 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 59,836
Change-59,836 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 59,627
Change-59,627 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 58,394
Change-58,394 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 58,159
Change-58,159 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 57,662
Change-57,662 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 57,558
Change-57,558 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 57,224
Change-57,224 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 57,128
Change-57,128 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 57,038
Change-57,038 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 56,823
Change-56,823 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 56,254
Change-56,254 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 55,177
Change-55,177 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 54,737
Change-54,737 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 54,689
Change-54,689 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 54,367
Change-54,367 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 53,464
Change-53,464 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 52,196
Change-52,196 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 52,138
Change-52,138 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 51,836
Change-51,836 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 50,774
Change-50,774 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 50,517
Change-50,517 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 50,432
Change-50,432 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 50,025
Change-50,025 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 49,814
Change-49,814 (-100%)
Value—
Invst, LLC
N/A
Shares— from 48,157
Change-48,157 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 47,829
Change-47,829 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 47,533
Change-47,533 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 47,500
Change-47,500 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 45,648
Change-45,648 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 45,196
Change-45,196 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 45,002
Change-45,002 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 44,637
Change-44,637 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 44,458
Change-44,458 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 44,443
Change-44,443 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 44,067
Change-44,067 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 43,640
Change-43,640 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 42,824
Change-42,824 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 42,064
Change-42,064 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 41,770
Change-41,770 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 40,787
Change-40,787 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 40,328
Change-40,328 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 40,025
Change-40,025 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 38,988
Change-38,988 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 37,600
Change-37,600 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 37,113
Change-37,113 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 36,989
Change-36,989 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 36,707
Change-36,707 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 36,351
Change-36,351 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 35,935
Change-35,935 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 35,877
Change-35,877 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 35,674
Change-35,674 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 35,566
Change-35,566 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 35,531
Change-35,531 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 35,379
Change-35,379 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 34,925
Change-34,925 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 34,868
Change-34,868 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 34,461
Change-34,461 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 34,036
Change-34,036 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 34,007
Change-34,007 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 33,766
Change-33,766 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 33,615
Change-33,615 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 33,610
Change-33,610 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 33,086
Change-33,086 (-100%)
Value—
Bank of Marin
N/A
Shares— from 32,812
Change-32,812 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 32,690
Change-32,690 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 32,498
Change-32,498 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 32,450
Change-32,450 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 32,278
Change-32,278 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 32,178
Change-32,178 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 31,983
Change-31,983 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 30,802
Change-30,802 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 30,532
Change-30,532 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 30,472
Change-30,472 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 30,336
Change-30,336 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 29,990
Change-29,990 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 29,816
Change-29,816 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 29,723
Change-29,723 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 29,471
Change-29,471 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 28,611
Change-28,611 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 28,543
Change-28,543 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 27,904
Change-27,904 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 27,551
Change-27,551 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,312
Change-27,312 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 27,272
Change-27,272 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 26,998
Change-26,998 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 26,900
Change-26,900 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 26,866
Change-26,866 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 26,787
Change-26,787 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 26,540
Change-26,540 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 26,432
Change-26,432 (-100%)
Value—
Boston Partners
N/A
Shares— from 26,408
Change-26,408 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 25,947
Change-25,947 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 25,451
Change-25,451 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 25,242
Change-25,242 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 25,195
Change-25,195 (-100%)
Value—
EFG International AG
N/A
Shares— from 25,170
Change-25,170 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 24,234
Change-24,234 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 24,012
Change-24,012 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 23,868
Change-23,868 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 23,547
Change-23,547 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 23,462
Change-23,462 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 23,248
Change-23,248 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 23,079
Change-23,079 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 22,613
Change-22,613 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 22,585
Change-22,585 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,284
Change-22,284 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,783
Change-21,783 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 21,690
Change-21,690 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 21,560
Change-21,560 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21,299
Change-21,299 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 21,137
Change-21,137 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 20,998
Change-20,998 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 20,969
Change-20,969 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 20,562
Change-20,562 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 20,421
Change-20,421 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 20,377
Change-20,377 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 20,145
Change-20,145 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 19,594
Change-19,594 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 19,309
Change-19,309 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 19,193
Change-19,193 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 19,180
Change-19,180 (-100%)
Value—
Betterment LLC
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 18,838
Change-18,838 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 18,688
Change-18,688 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 18,562
Change-18,562 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 18,547
Change-18,547 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 17,941
Change-17,941 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 17,765
Change-17,765 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 17,725
Change-17,725 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 17,285
Change-17,285 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 17,256
Change-17,256 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 17,198
Change-17,198 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,039
Change-17,039 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 16,873
Change-16,873 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,767
Change-16,767 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 16,684
Change-16,684 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 16,655
Change-16,655 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 16,630
Change-16,630 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 16,461
Change-16,461 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 16,397
Change-16,397 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 16,276
Change-16,276 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 16,201
Change-16,201 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,888
Change-15,888 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 15,686
Change-15,686 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 15,645
Change-15,645 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 15,251
Change-15,251 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 15,213
Change-15,213 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 14,713
Change-14,713 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 14,472
Change-14,472 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 14,256
Change-14,256 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 14,246
Change-14,246 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 14,114
Change-14,114 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 14,106
Change-14,106 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,075
Change-14,075 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 13,971
Change-13,971 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 13,354
Change-13,354 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 13,287
Change-13,287 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 13,267
Change-13,267 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 13,265
Change-13,265 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,070
Change-13,070 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,416
Change-12,416 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 12,216
Change-12,216 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 12,154
Change-12,154 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 11,950
Change-11,950 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,871
Change-11,871 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 11,819
Change-11,819 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 11,809
Change-11,809 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 11,489
Change-11,489 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 11,346
Change-11,346 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 11,302
Change-11,302 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 11,209
Change-11,209 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,988
Change-10,988 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 10,907
Change-10,907 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 10,288
Change-10,288 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 9,884
Change-9,884 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 9,640
Change-9,640 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 9,528
Change-9,528 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 9,519
Change-9,519 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 9,349
Change-9,349 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,317
Change-9,317 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
Quarry LP
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,021
Change-9,021 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 8,501
Change-8,501 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 8,371
Change-8,371 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,233
Change-8,233 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 8,189
Change-8,189 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 8,123
Change-8,123 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 8,032
Change-8,032 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 6,851
Change-6,851 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 6,651
Change-6,651 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Daiichi Life International Holdings LLC
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
American Trust
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
CIM, LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
NCP Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 964
Change-964 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 958
Change-958 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 817
Change-817 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 426
Change-426 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 190
Change-190 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 120
Change-120 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 61
Change-61 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 44
Change-44 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED19,646,32319,928,374-282,051-1%$1.1B$1.0B-$19.2M2026-11-06
BSN Capital Partners Ltd
INCREASED8,250,0004,296,245+3,953,755+92%$230.7M$454.5M+$223.8M2026-10-23
Citigroup Inc
INCREASED8,091,4348,088,919+2,515+0%$433.6M$432.1M-$1.6M2026-11-04
Truist Financial Corp
DECREASED6,590,28310,195,982-3,605,699-35%$546.6M$351.9M-$194.7M2026-10-30
Migdal Insurance & Financial Holdings Ltd.
INCREASED5,026,1781,887,945+3,138,233+166%$101.2M$268.4M+$167.2M2026-11-09
WestEnd Advisors, LLC
DECREASED4,474,4118,662,021-4,187,610-48%$464.4M$238.9M-$225.4M2026-10-27
FMR LLC
DECREASED3,500,5043,851,680-351,176-9%$206.5M$186.9M-$19.6M2026-11-10
J.Safra Asset Management Corp
INCREASED2,704,7012,612,117+92,584+4%$140.0M$144.4M+$4.4M2026-11-03
Squarepoint Ops LLC
INCREASED2,677,639927,674+1,749,965+189%$49.7M$143.0M+$93.3M2026-11-09
Natixis
DECREASED2,511,2722,523,947-12,6750%$135.3M$134.1M-$1.2M2026-11-06
Meitav Investment House LTD
INCREASED2,485,4282,482,473+2,955+0%$133.1M$132.7M-$363.5K2026-10-28
AGF Management LTD
INCREASED2,303,5811,920,670+382,911+20%$103.0M$123.0M+$20.0M2026-11-03
HighTower Advisors, LLC
DECREASED2,041,5162,173,984-132,468-6%$116.5M$109.0M-$7.5M2026-11-10
Petredis Investment Advisors LLC
INCREASED2,006,0442,002,084+3,960+0%$107.3M$107.1M-$209.0K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED1,933,2871,907,403+25,884+1%$102.3M$103.2M+$981.6K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED1,723,7931,643,386+80,407+5%$88.1M$92.1M+$3.9M2026-10-29
Phoenix Financial Ltd.
DECREASED1,659,4111,702,899-43,488-3%$91.3M$88.6M-$2.7M2026-11-09
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED1,436,2921,436,29200%$77.0M$76.7M-$301.6K2026-11-09
Thrivent Financial for Lutherans
INCREASED1,382,1981,194,591+187,607+16%$64.0M$73.8K-$64.0M2026-11-05
Commonwealth Equity Services, LLC
INCREASED1,265,2511,255,976+9,275+1%$67.3M$67.6M+$231.5K2026-11-02
Bank of Montreal
DECREASED1,231,4303,851,956-2,620,526-68%$206.5M$65.8M-$140.7M2026-11-09
PNC Financial Services Group, Inc.
DECREASED1,137,0831,290,825-153,742-12%$69.2M$60.7M-$8.5M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED1,120,2861,040,693+79,593+8%$55.8M$59.8K-$55.7M2026-11-02
US Bancorp \de\
DECREASED1,109,0901,110,564-1,4740%$59.5M$59.2M-$312.2K2026-11-05
Capital Investment Advisors, LLC
DECREASED1,093,2811,114,704-21,423-2%$59.8M$58.4M-$1.4M2026-10-22
Gradient Investments LLC
INCREASED1,059,5781,047,939+11,639+1%$56.2M$56.6M+$401.5K2026-10-08
Barclays PLC
DECREASED1,033,6664,850,445-3,816,779-79%$260.0M$55.2M-$204.8M2026-11-06
Fifth Third Bancorp
DECREASED1,018,4431,064,352-45,909-4%$57.1M$54.4M-$2.7M2026-11-05
FIL Ltd
INCREASED910,098577,701+332,397+58%$31.0M$48.6M+$17.6M2026-11-10
KCM Investment Advisors LLC
INCREASED868,706868,463+243+0%$46.6M$46.4M-$169.4K2026-10-27
Ayalon Insurance Comp Ltd.
INCREASED862,772345,972+516,800+149%$18.5K$46.1K+$27.5K2026-10-08
Trilogy Capital Inc.
INCREASED832,062825,506+6,556+1%$44.3M$44.4M+$176.7K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED799,567707,930+91,637+13%$38.0M$42.7M+$4.7M2026-10-16
Park Avenue Securities LLC
INCREASED787,173742,543+44,630+6%$39.8M$42.0K-$39.8M2026-10-26
Money Concepts Capital Corp
INCREASED716,115584,198+131,917+23%$31.3M$38.2M+$6.9M2026-11-06
Evolution Wealth Advisors, LLC
INCREASED711,746676,267+35,479+5%$36.3M$38.0M+$1.8M2026-11-03
Trek Financial, LLC
INCREASED704,710589,981+114,729+19%$31.6M$37.6M+$6.0M2026-10-29
Krilogy Financial LLC
INCREASED680,361641,620+38,741+6%$34.4M$37.5M+$3.1M2026-10-13
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED673,600673,60000%$36.1M$36.0M-$141.5K2026-10-29
Bellwether Advisors, LLC
INCREASED642,408224,737+417,671+186%$12.0M$34.3M+$22.3M2026-11-09
Yelin Lapidot Holdings Management Ltd.
UNCHANGED636,382636,38200%$34.1M$34.0M-$133.6K2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED623,752626,956-3,204-1%$33.6M$33.3M-$302.8K2026-10-29
Assetmark, Inc
DECREASED619,3941,085,682-466,288-43%$58.2M$33.1M-$25.1M2026-10-21
Greenwood Gearhart LLC
INCREASED603,528572,622+30,906+5%$30.7M$32.2M+$1.5M2026-11-02
Kestra Advisory Services, LLC
INCREASED552,559495,689+56,870+11%$26.6M$29.5M+$2.9M2026-11-02
IMZ Advisory Inc
DECREASED539,036551,026-11,990-2%$29.5M$28.8M-$756.0K2026-11-03
Stonebridge Financial Group, LLC
DECREASED514,665537,284-22,619-4%$28.8M$27.5M-$1.3M2026-10-01
Lighthouse Financial Services Inc
INCREASED514,596510,470+4,126+1%$28.0M$27.5M-$484.1K2026-11-02
Creative Planning
INCREASED506,000496,024+9,976+2%$26.6M$27.0M+$428.6K2026-11-02
Spire Wealth Management
INCREASED495,370461,922+33,448+7%$24.8M$26.5M+$1.7M2026-10-30
BAR Harbor Wealth Management
DECREASED477,011478,174-1,1630%$25.6M$25.5M-$162.5K2026-10-21
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED470,998470,99800%$25.3M$25.2M-$98.9K2026-11-09
HighPoint Advisor Group LLC
INCREASED440,680335,540+105,140+31%$18.0M$23.5M+$5.5M2026-11-09
Asset Advisors Investment Management, LLC
INCREASED434,962431,780+3,182+1%$23.1M$23.2M+$79.3K2026-10-19
Lakeshore Financial Planning, Inc.
DECREASED431,667432,788-1,1210%$23.2M$23.1M-$150.9K2026-10-13
Wharton Business Group, LLC
DECREASED422,622436,687-14,065-3%$23.4M$22.6M-$842.8K2026-11-09
Rezny Wealth Management, Inc.
INCREASED415,361409,912+5,449+1%$22.0M$22.2M+$204.9K2026-10-15
Horizon Wealth Management, LLC
DECREASED407,982562,980-154,998-28%$30.2M$21.8M-$8.4M2026-11-02
Founders Financial Securities LLC
INCREASED398,569201,961+196,608+97%$10.8M$21.3M+$10.5M2026-10-28
Capital Advantage, Inc.
DECREASED395,554397,734-2,180-1%$21.3M$21.1M-$199.9K2026-10-14
Vontobel Holding Ltd.
DECREASED382,551475,095-92,544-19%$25.5M$20.4M-$5.0M2026-10-16
Citizens Financial Group Inc
DECREASED382,496389,725-7,229-2%$20.9M$20.4M-$467.9K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED375,674363,271+12,403+3%$17.5M$17.4M-$83.2K2026-10-13
Davenport & Co LLC
DECREASED367,719471,169-103,450-22%$25.3M$19.6M-$5.6M2026-10-14
Merit Financial Group, LLC
DECREASED355,187356,854-1,6670%$19.1M$19.0M-$163.9K2026-11-06
Bank Hapoalim BM
INCREASED354,741249,096+105,645+42%$13.4M$18.9K-$13.3M2026-11-10
Armstrong Advisory Group, Inc
INCREASED349,320345,867+3,453+1%$18.5M$18.7M+$111.8K2026-10-09
Keystone Global Partners, LLC
DECREASED344,726386,366-41,640-11%$20.7M$18.4M-$2.3M2026-10-13
Blair William & Co
DECREASED344,457391,529-47,072-12%$21.0M$18.4M-$2.6M2026-11-10
Focused Wealth Management, Inc
INCREASED326,221317,863+8,358+3%$17.0M$17.4M+$379.6K2026-10-30
Tamar Securities, LLC
INCREASED317,870285,171+32,699+11%$15.3M$17.0M+$1.7M2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED308,424198,035+110,389+56%$10.6M$16.5M+$5.9M2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED307,333239,948+67,385+28%$12.9M$16.4M+$3.5M2026-10-08
Aafmaa Wealth Management & Trust LLC
INCREASED306,991291,796+15,195+5%$15.6M$16.4M+$777.6K2026-10-14
WBH Advisory Inc
DECREASED304,176310,703-6,527-2%$16.7M$16.2M-$413.8K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED302,504295,165+7,339+2%$15.5M$15.9M+$331.6K2026-11-05
Royal Fund Management, LLC
INCREASED298,676146,491+152,185+104%$7.9M$15.9M+$8.1M2026-10-22
Carnegie Investment Counsel
DECREASED297,593301,516-3,923-1%$16.2M$15.9M-$272.8K2026-10-20
Lido Advisors, LLC
INCREASED293,340273,760+19,580+7%$14.7M$15.7M+$988.1K2026-11-04
Salomon & Ludwin, LLC
INCREASED281,976279,970+2,006+1%$15.4M$15.1M-$350.0K2026-10-29
Aspiriant, LLC
DECREASED280,372281,444-1,0720%$15.1M$15.0M-$116.3K2026-10-16
Farther Finance Advisors, LLC
DECREASED274,985983,664-708,679-72%$52.7M$14.7M-$38.1M2026-10-08
Forbes J M & Co LLP
UNCHANGED268,854268,85400%$14.4M$14.4M-$56.5K2026-10-16
Lebenthal Global Advisors, LLC
INCREASED259,452258,311+1,141+0%$13.8M$13.9M+$6.7K2026-10-28
Chesley Taft & Associates LLC
INCREASED253,915253,912+30%$13.6M$13.6M-$53.2K2026-10-13
Simon Quick Advisors, LLC
DECREASED251,951299,346-47,395-16%$16.0M$13.5M-$2.6M2026-10-26
Oppenheimer Asset Management Inc.
INCREASED248,811242,614+6,197+3%$13.0M$13.3M+$280.0K2026-10-27
Means Investment Co., Inc.
INCREASED247,240241,289+5,951+2%$12.9M$13.2M+$267.1K2026-11-03
Prospera Financial Services Inc
INCREASED242,673224,659+18,014+8%$12.0M$13.7M+$1.7M2026-11-04
Flagship Harbor Advisors, LLC
INCREASED242,425242,386+39+0%$13.0M$12.9M-$48.8K2026-10-26
Joel Isaacson & Co., LLC
DECREASED240,253244,391-4,138-2%$13.1M$12.8M-$272.3K2026-11-05
First Interstate Bank
DECREASED239,941246,550-6,609-3%$13.2M$12.8M-$404.7K2026-10-23
Toth Financial Advisory Corp
INCREASED237,449225,984+11,465+5%$12.1M$12.7M+$564.8K2026-10-08
Jmac Enterprises LLC
INCREASED235,637233,655+1,982+1%$12.5M$12.6M+$56.8K2026-10-30
Compass Wealth Management, LLC
INCREASED234,605223,162+11,443+5%$12.0M$12.5M+$564.2K2026-10-30
AlphaCore Capital LLC
DECREASED217,777218,229-4520%$11.7M$11.6M-$70.0K2026-11-04
Innealta Capital, LLC
INCREASED214,179162,938+51,241+31%$8.7M$11.4M+$2.7M2026-11-02
Old National Bancorp
DECREASED212,224233,016-20,792-9%$12.5M$11.3M-$1.2M2026-10-20
3Edge Asset Management, LP
INCREASED208,832200,331+8,501+4%$10.7M$11.2M+$411.9K2026-10-30
Busey Bank
DECREASED205,694209,266-3,572-2%$11.2M$11.0M-$234.7K2026-10-26
Oppenheimer & Co Inc
INCREASED204,245177,544+26,701+15%$9.5M$10.9M+$1.4M2026-10-26
Atlas Capital Advisors Inc.
INCREASED201,726188,226+13,500+7%$10.1M$8.1M-$1.9M2026-11-09
RFG Advisory, LLC
INCREASED200,976193,160+7,816+4%$10.4M$10.7M+$376.8K2026-11-03
Vise Technologies, Inc.
INCREASED200,127184,841+15,286+8%$9.9M$10.7M+$777.4K2026-10-29
Yarbrough Capital, LLC
UNCHANGED200,000200,00000%$10.7M$10.7M-$42.0K2026-10-19
Thor Trading Advisors, LLC
INCREASED199,125153,709+45,416+30%$8.2M$10.6M+$2.4M2026-11-05
Everest Financial Group LLC
INCREASED197,869187,983+9,886+5%$10.1M$10.6M+$488.4K2026-11-06
Foguth Wealth Management, Llc.
INCREASED197,840164,101+33,739+21%$9.2M$11.0M+$1.8M2026-10-19
Washington Trust Co
INCREASED194,664176,841+17,823+10%$9.5M$10.4M+$914.6K2026-10-22
Crescent Grove Advisors, LLC
INCREASED191,244191,158+86+0%$10.2M$10.2M-$35.5K2026-10-21
Chemung Canal Trust Co
INCREASED191,164145,962+45,202+31%$7.8M$10.2M+$2.4M2026-11-04
Orange Investment Advisors, Inc.
DECREASED187,806196,199-8,393-4%$10.5M$10.0M-$489.4K2026-10-23
Atria Investments, Inc
DECREASED186,464266,380-79,916-30%$14.3M$10.0M-$4.3M2026-10-15
Redhawk Wealth Advisors, Inc.
NEW185,816—+185,816——$9.9M—2026-10-14
Southern Capital Services Inc
DECREASED185,327195,580-10,253-5%$10.5M$9.9M-$588.6K2026-10-19
NTV Asset Management LLC
DECREASED184,332186,462-2,130-1%$10.0M$9.8M-$152.8K2026-10-23
Essex LLC
INCREASED183,449178,519+4,930+3%$9.6M$9.8M+$225.8K2026-10-14
Fifth Third Securities, Inc.
DECREASED182,522189,134-6,612-3%$10.1M$9.7M-$392.8K2026-10-21
Vaughan David Investments LLC
DECREASED182,376187,798-5,422-3%$10.1M$9.7K-$10.1M2026-11-05
Foronjy Financial LLC
INCREASED181,286177,484+3,802+2%$9.5M$9.7M+$165.8K2026-10-14
Tritonpoint Wealth, LLC
DECREASED181,054182,551-1,497-1%$9.8M$9.7M-$118.3K2026-10-19
ACT Wealth Management, LLC
INCREASED174,571172,599+1,972+1%$9.3M$9.3M+$69.1K2026-10-09
TD Waterhouse Canada Inc.
INCREASED173,468136,357+37,111+27%$7.5M$9.3M+$1.8M2026-10-16
Washington Growth Strategies LLC
DECREASED172,244172,489-2450%$9.2M$9.2M-$49.3K2026-10-19
McCollum Christoferson Group LLC
DECREASED167,013169,818-2,805-2%$8.5M$8.3M-$182.8K2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED165,266166,038-7720%$8.9M$8.8M-$76.1K2026-10-16
Venture Visionary Partners LLC
INCREASED165,076163,094+1,982+1%$8.7M$8.8M+$71.6K2026-10-07
McAlister, Sweet & Associates, Inc.
INCREASED160,887160,155+732+0%$8.6M$8.6M+$5.5K2026-10-07
Harbour Investments, Inc.
DECREASED160,751177,724-16,973-10%$9.5M$8.6M-$943.7K2026-11-09
Scotia Capital Inc.
INCREASED159,907155,528+4,379+3%$8.3M$8.5M+$201.0K2026-11-10
J.W. Cole Advisors, Inc.
INCREASED155,856151,100+4,756+3%$8.1M$8.3M+$222.2K2026-11-05
SteelPeak Wealth, LLC
INCREASED155,71142,556+113,155+266%$2.3M$8.3M+$6.0M2026-10-16
Sharper & Granite LLC
DECREASED153,941159,643-5,702-4%$8.6M$7.6M-$958.4K2026-11-02
CoreCap Advisors, LLC
INCREASED152,160136,009+16,151+12%$7.3M$8.1M+$833.9K2026-10-08
Bonfire Financial
INCREASED150,152147,171+2,981+2%$7.9M$8.0M+$128.3K2026-11-06
AMG National Trust Bank
DECREASED150,099150,541-4420%$8.1M$8.0M-$55.3K2026-11-05
Horizon Financial Services, LLC
INCREASED147,134108,105+39,029+36%$5.8M$7.9M+$2.1M2026-11-04
5th Street Advisors, LLC
INCREASED144,184143,561+623+0%$7.7M$7.7M+$3.1K2026-11-04
Aventus Investment Advisors, Inc.
DECREASED140,971141,340-3690%$7.6M$7.5M-$49.4K2026-10-09
Apollon Financial, LLC
DECREASED140,435146,127-5,692-4%$7.8M$7.5M-$334.6K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED139,142139,743-6010%$7.5M$7.4M-$61.5K2026-11-06
Matthew Goff Investment Advisor, LLC
DECREASED134,701137,447-2,746-2%$7.4M$7.2M-$175.5K2026-10-13
Navigation Group, LLC
INCREASED133,771128,963+4,808+4%$6.9M$7.1M+$229.6K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED132,315128,557+3,758+3%$7.0M$7.1M+$31.2K2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED131,815131,493+322+0%$7.0M$7.0M-$10.4K2026-10-16
Stockman Wealth Management, Inc.
INCREASED131,524130,794+730+1%$7.0M$7.0M+$11.5K2026-10-27
Cooksen Wealth, LLC
INCREASED131,332126,031+5,301+4%$6.8M$7.2M+$431.3K2026-10-13
Granite Harbor Advisors, Inc.
INCREASED130,841124,811+6,030+5%$6.7M$7.0M+$295.8K2026-11-10
Western Wealth Management, LLC
DECREASED127,517174,997-47,480-27%$9.4M$6.8M-$2.6M2026-11-09
Ferguson Wellman Capital Management, Inc
DECREASED127,500130,050-2,550-2%$7.0M$6.8M-$163.5K2026-10-05
Institute for Wealth Management, Llc.
DECREASED127,298127,887-5890%$6.9M$6.8M-$58.3K2026-11-06
Ameraudi Asset Management, Inc.
INCREASED126,33039,935+86,395+216%$2.1M$6.7M+$4.6M2026-11-05
Bessemer Group Inc
INCREASED125,392112,361+13,031+12%$6.0M$6.7K-$6.0M2026-11-09
Banco Santander, S.A.
INCREASED124,731115,185+9,546+8%$6.2M$6.7M+$485.6K2026-11-10
Bailard, Inc.
DECREASED123,344130,020-6,676-5%$7.0M$6.6M-$383.8K2026-10-13
Premier Path Wealth Partners, LLC
DECREASED123,247181,290-58,043-32%$9.7M$6.6M-$3.1M2026-10-16
Advisory Resource Group
DECREASED123,032127,199-4,167-3%$6.8M$6.6M-$249.2K2026-10-26
IFG Advisory, LLC
DECREASED122,916124,694-1,778-1%$6.7M$6.6M-$121.1K2026-11-09
Nelson Capital Management, LLC
INCREASED122,625107,249+15,376+14%$5.7M$6.5M+$798.6K2026-11-09
Ellis Investment Partners, LLC
DECREASED121,306126,134-4,828-4%$6.8M$6.5M-$284.3K2026-10-21
Clearstead Advisors, LLC
INCREASED120,835105,290+15,545+15%$5.6M$6.5M+$807.9K2026-11-06
Independent Financial Group, LLC
DECREASED120,696132,816-12,120-9%$7.1M$6.4M-$675.1K2026-10-13
Cannon Advisors, Inc.
INCREASED119,390113,111+6,279+6%$6.4M$6.5M+$190.4K2026-10-14
Viewpoint Investment Partners Corp
NEW117,302—+117,302——$6.8M—2026-10-26
Sowell Financial Services LLC
DECREASED117,077200,394-83,317-42%$10.7M$6.3M-$4.5M2026-10-23
New York Life Investment Management LLC
DECREASED115,692128,571-12,879-10%$6.9M$6.2M-$714.7K2026-11-04
D.A. Davidson & Co.
INCREASED114,470110,766+3,704+3%$5.9M$6.1M+$174.5K2026-10-28
Simplicity Wealth,LLC
DECREASED114,238157,489-43,251-27%$8.4M$6.1M-$2.3M2026-10-23
First Merchants Corp
DECREASED112,829113,750-921-1%$6.1M$6.0M-$73.1K2026-10-15
Clarus Wealth Advisors
INCREASED111,697108,823+2,874+3%$6.0M$6.1M+$131.2K2026-10-13
Algorithmic Investment Models, LLC
INCREASED110,31997,770+12,549+13%$5.2M$5.9M+$649.6K2026-11-04
Archford Capital Strategies, LLC
INCREASED108,330100,927+7,403+7%$5.4M$5.8M+$374.2K2026-10-19
HB Wealth Management, LLC
DECREASED107,157111,366-4,209-4%$6.0M$5.7M-$248.2K2026-10-23
Massachusetts Wealth Management
INCREASED106,625106,162+463+0%$5.7M$5.7M+$2.4K2026-10-21
Fisher Asset Management, LLC
DECREASED106,475112,908-6,433-6%$6.1M$5.7M-$367.2K2026-11-06
Sigma Planning Corp
DECREASED106,304107,937-1,633-2%$5.8M$5.7M-$109.4K2026-10-23
Burns J W & Co Inc
DECREASED106,128106,204-760%$5.7M$5.7M-$26.4K2026-10-20
Zullo Investment Group, Inc.
INCREASED105,334104,731+603+1%$5.6M$5.6M+$10.2K2026-10-20
Laurel Wealth Advisors LLC
DECREASED105,187109,209-4,022-4%$5.9M$5.6M-$237.7K2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED104,736208,672-103,936-50%$11.2M$5.6M-$5.6M2026-10-16
Miramontes Capital, LLC
INCREASED103,417102,189+1,228+1%$5.5M$5.5M+$44.1K2026-10-19
LightSquare Wealth Management, LLC
INCREASED103,01199,827+3,184+3%$5.4M$5.5M+$149.1K2026-11-03
Midwest Trust Co
INCREASED102,22998,517+3,712+4%$5.3M$5.5M+$177.5K2026-10-22
Central Trust Co
DECREASED99,47099,674-2040%$5.3M$5.3M-$31.8K2026-11-05
Mechanics Bank Trust Department
DECREASED99,249103,193-3,944-4%$5.5M$5.3M-$232.3K2026-10-13
Integrated Advisors Network LLC
INCREASED98,74080,232+18,508+23%$4.3M$5.3M+$971.5K2026-10-20
Independence Wealth Advisors, LLC
DECREASED98,165198,303-100,138-50%$10.6M$5.2M-$5.4M2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED97,345165,841-68,496-41%$8.9M$5.2M-$3.7M2026-10-23
Visionary Wealth Advisors
INCREASED97,16682,078+15,088+18%$4.4M$5.2M+$788.4K2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED97,05890,938+6,120+7%$4.9M$5.2M+$307.7K2026-10-30
Intrua Financial, LLC
DECREASED96,364142,995-46,631-33%$7.7M$5.1M-$2.5M2026-10-28
Channel Wealth LLC
INCREASED95,72992,066+3,663+4%$4.9M$5.1M+$176.3K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED93,73953,678+40,061+75%$2.9M$5.0M+$2.1M2026-10-13
Rye Brook Capital LLC
INCREASED92,97581,720+11,255+14%$4.4M$5.0K-$4.4M2026-10-07
Univest Financial Corp
INCREASED92,34023,262+69,078+297%$1.2M$4.9M+$3.7M2026-11-05
Focus Financial Network, Inc.
INCREASED91,96588,357+3,608+4%$4.7M$4.9M+$174.1K2026-10-14
Relyea Zuckerberg Hanson LLC
UNCHANGED91,57691,57600%$4.9M$4.9M-$19.2K2026-10-20
Arch Global Advisors, LLC
INCREASED90,91089,851+1,059+1%$4.8M$4.9M+$37.7K2026-10-23
10Elms LLP
INCREASED90,87489,034+1,840+2%$4.8M$4.9M+$79.6K2026-11-06
Level Four Advisory Services, LLC
DECREASED90,55195,375-4,824-5%$5.1M$4.8M-$277.6K2026-11-06
City Holding Co
DECREASED88,96589,479-514-1%$4.8M$4.8M-$46.2K2026-10-19
Centennial Bank
INCREASED88,12768,017+20,110+30%$3.6M$4.7M+$1.1M2026-11-09
Bank of New York Mellon Corp
DECREASED87,889114,439-26,550-23%$6.1M$4.7M-$1.4M2026-11-05
Allworth Financial LP
INCREASED87,65086,744+906+1%$4.7M$4.7M+$48.6K2026-11-06
Darwin Wealth Management, LLC
INCREASED87,58549,682+37,903+76%$2.7M$4.7M+$2.0M2026-11-09
Great Valley Advisor Group, Inc.
INCREASED86,64777,843+8,804+11%$4.2M$4.6M+$453.7K2026-11-09
Capstone Wealth Management Group, Inc.
INCREASED86,35786,334+23+0%$4.6M$4.6M-$16.9K2026-10-19
Perigon Wealth Management, LLC
DECREASED86,32388,598-2,275-3%$4.7M$4.6M-$140.1K2026-10-22
Ironwood Wealth Management, Inc.
INCREASED85,72285,451+271+0%$4.7M$4.6M-$97.2K2026-10-14
MGO One Seven LLC
DECREASED85,677106,656-20,979-20%$5.7M$4.6M-$1.1M2026-10-28
Comprehensive Wealth Management, LLC
DECREASED83,11686,699-3,583-4%$4.6M$4.4M-$209.5K2026-11-02
Acima Private Wealth, LLC
UNCHANGED82,25382,25300%$4.4M$4.4M-$17.3K2026-10-05
Floyd Financial Group LLC
INCREASED81,96038,919+43,041+111%$2.2M$4.5M+$2.3M2026-10-28
Westside Investment Management, Inc.
DECREASED81,51281,766-2540%$4.4M$4.4M-$29.5K2026-11-02
Leuthold Group, LLC
DECREASED81,16985,223-4,054-5%$4.6M$4.3M-$234.4K2026-11-04
Vestor Capital, LLC
INCREASED80,6588,657+72,001+832%$379$58.5K+$58.1K2026-11-04
Pine Valley Investments Ltd Liability Co
INCREASED80,59275,594+4,998+7%$4.1M$4.3M+$251.0K2026-11-09
New Wave Wealth Advisors LLC
INCREASED78,88575,574+3,311+4%$4.1M$4.3M+$273.0K2026-10-19
Summit Securities Group LLC
INCREASED78,43028,500+49,930+175%$1.5M$4.2M+$2.7M2026-11-05
Valeo Financial Advisors, LLC
DECREASED76,38879,955-3,567-4%$3.8M$3.6M-$205.5K2026-10-08
M&T Bank Corp
DECREASED75,66184,362-8,701-10%$4.5M$4.0M-$482.4K2026-11-10
Madison Park Capital Advisors, LLC
INCREASED75,39369,225+6,168+9%$3.7M$4.0M+$314.8K2026-10-28
Patton Albertson Miller Group, LLC
DECREASED73,49173,691-2000%$4.0M$3.9M-$26.2K2026-10-26
North Star Investment Management Corp.
DECREASED73,23974,077-838-1%$4.0M$3.9M-$60.4K2026-10-27
Es4, LLC
INCREASED73,19263,657+9,535+15%$3.4M$3.9M+$495.8K2026-11-09
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED73,16176,279-3,118-4%$4.1M$3.9K-$4.1M2026-10-14
West Financial Advisors, LLC
NEW73,095—+73,095——$3.9M—2026-10-22
Warner Financial, Inc
INCREASED73,03472,757+277+0%$3.9M$3.9M-$5212026-11-06
Clark Financial Services Group Inc
NEW73,021—+73,021——$3.9M—2026-10-19
Vivid Wealth Management, LLC
DECREASED72,51073,796-1,286-2%$4.0M$3.9M-$84.2K2026-10-27
Cadent Capital Advisors, LLC
DECREASED72,25673,398-1,142-2%$3.9M$3.9M-$76.4K2026-10-09
Belpointe Asset Management LLC
DECREASED72,03179,239-7,208-9%$4.2M$3.8M-$401.5K2026-11-09
Rockland Trust Co
DECREASED69,45569,603-1480%$3.7M$3.7M-$22.5K2026-10-05
BigSur Wealth Management LLC
INCREASED69,10061,820+7,280+12%$3.3M$3.7M+$375.8K2026-10-13
CX Institutional
INCREASED68,61712,786+55,831+437%$685$3.7K+$3.0K2026-10-02
OpenArc Corporate Advisory, LLC
DECREASED68,42168,664-2430%$3.7M$3.7M-$27.4K2026-10-21
Fluent Financial, LLC
NEW68,248—+68,248——$3.6M—2026-10-13
Brandywine OAK Private Wealth LLC
DECREASED67,83168,229-398-1%$3.7M$3.6M-$35.5K2026-10-23
Teamwork Financial Advisors, LLC
INCREASED67,79164,311+3,480+5%$3.4M$3.6M+$172.3K2026-10-19
Innova Wealth Partners
DECREASED67,69669,962-2,266-3%$3.8M$3.6M-$135.7K2026-10-21
Moneco Advisors, LLC
INCREASED67,52262,625+4,897+8%$3.4M$3.6M+$248.4K2026-11-05
Silphium Asset Management Ltd
UNCHANGED67,40067,40000%$3.6M$3.6M-$14.2K2026-10-27
Waldron Private Wealth LLC
UNCHANGED66,39066,39000%$3.6M$3.5M-$13.9K2026-11-02
ARS Investment Partners, LLC
INCREASED66,20263,749+2,453+4%$3.4M$3.5M+$117.6K2026-11-05
Colton Groome Financial Advisors, LLC
INCREASED65,66564,133+1,532+2%$3.4M$3.5M+$68.3K2026-10-06
Fagan Associates, Inc.
DECREASED65,62166,003-382-1%$3.5M$3.5M-$34.2K2026-10-13
Choreo, LLC
DECREASED65,45165,578-1270%$3.5M$3.5M-$20.5K2026-10-28
Tctc Holdings, LLC
UNCHANGED65,27265,27200%$3.5M$3.5M-$13.7K2026-11-02
Asset Allocation Strategies LLC
DECREASED65,02675,993-10,967-14%$4.1M$3.5M-$601.6K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED64,46263,802+660+1%$3.4M$3.4M+$21.9K2026-11-04
Butensky & Cohen Financial Security, Inc
INCREASED64,20764,098+109+0%$3.4M$3.4M-$7.6K2026-10-13
Ledyard National Bank
DECREASED63,67465,398-1,724-3%$3.5M$3.4M-$105.8K2026-10-21
Mission Wealth Management, LP
DECREASED63,44978,280-14,831-19%$4.2M$3.4M-$808.4K2026-10-15
Kennicott Capital Management LLC
INCREASED63,38961,941+1,448+2%$3.3M$3.4M+$64.3K2026-10-16
RDA Financial Network
INCREASED63,30363,216+87+0%$3.4M$3.4M-$8.6K2026-10-15
Quattro Financial Advisors LLC
INCREASED63,08854,088+9,000+17%$2.9M$3.4M+$469.2K2026-10-15
Trust Co
DECREASED62,65769,794-7,137-10%$3.7M$3.3M-$395.8K2026-10-09
United Asset Strategies, Inc.
DECREASED62,42763,333-906-1%$3.4M$3.3M-$61.7K2026-10-28
MontVue Capital Management, Inc.
DECREASED61,91262,493-581-1%$3.4M$3.3M-$44.1K2026-10-19
Narus Financial Partners, LLC
DECREASED61,37663,372-1,996-3%$3.4M$3.3M-$119.9K2026-10-19
Wall Capital Group, Inc.
INCREASED61,32743,785+17,542+40%$2.3M$3.3M+$927.6K2026-10-14
Bfsg, LLC
DECREASED60,25760,907-650-1%$3.3M$3.2M-$47.5K2026-10-30
Absolute Capital Management, LLC
UNCHANGED59,90059,90000%$3.2M$3.2M-$12.5K2026-10-16
Chesapeake Wealth Management
DECREASED59,75365,197-5,444-8%$3.5M$3.2M-$304.4K2026-11-09
Geneos Wealth Management Inc.
DECREASED59,703109,367-49,664-45%$5.9M$3.2M-$2.7M2026-11-09
Avior Wealth Management, LLC
INCREASED59,45955,012+4,447+8%$2.9M$3.2M+$225.9K2026-10-13
Cullen T Bankers, Inc.
DECREASED59,09492,916-33,822-36%$5.0M$3.2M-$1.8M2026-10-28
Peddock Capital Advisors, LLC
DECREASED58,37659,530-1,154-2%$3.2M$3.1M-$74.1K2026-10-16
Dynamic Wealth Strategies, LLC
DECREASED58,29958,483-1840%$3.1M$3.1M-$22.1K2026-10-16
Corrado Advisors, LLC
INCREASED58,14655,906+2,240+4%$3.0M$3.1M+$107.9K2026-10-27
IFP Advisors, Inc
INCREASED58,13449,363+8,771+18%$2.6M$3.1M+$458.0K2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED57,79955,542+2,257+4%$3.0M$3.1M+$108.9K2026-10-16
Laraway Financial Advisors Inc
DECREASED57,57858,073-495-1%$3.1M$3.1M-$38.6K2026-11-09
Banque Pictet & CIE SA
DECREASED57,14258,642-1,500-3%$3.1M$3.1M-$92.4K2026-10-16
Addison Capital Co
DECREASED56,82174,061-17,240-23%$4.0M$3.0M-$936.1K2026-11-09
WP Advisors, LLC
INCREASED56,54156,199+342+1%$3.0M$3.0M+$6.5K2026-10-22
Thayer Partners, LLC / MA
INCREASED56,45752,420+4,037+8%$2.8M$3.0M+$204.6K2026-11-06
Orca Investment Management, LLC
DECREASED56,41957,010-591-1%$3.1M$3.0M-$43.5K2026-10-29
Savant Capital, LLC
DECREASED56,15964,118-7,959-12%$3.4M$3.0M-$383.3K2026-11-06
Pinnacle Associates LTD
INCREASED56,10751,816+4,291+8%$2.8M$3.0M+$218.2K2026-10-20
Brighton Jones LLC
INCREASED55,99355,270+723+1%$3.0M$3.0M+$27.0K2026-11-03
JFS Wealth Advisors, LLC
INCREASED55,80655,509+297+1%$3.0M$3.0M+$4.2K2026-11-03
Signal Advisors Wealth, LLC
INCREASED55,02710,870+44,157+406%$582.7K$2.9M+$2.4M2026-10-13
Keybank National Association
DECREASED54,78956,442-1,653-3%$3.0M$2.9M-$100.1K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED54,75353,624+1,129+2%$3.0M$3.0M-$9.0K2026-10-13
Herbst Group, LLC
INCREASED54,65053,312+1,338+3%$2.9M$2.9M+$60.2K2026-10-20
CMG Global Holdings, LLC
INCREASED54,54653,537+1,009+2%$2.9M$2.9M+$42.7K2026-10-14
Wealthfront Advisers LLC
DECREASED53,49955,602-2,103-4%$3.0M$2.9M-$124.0K2026-11-09
Appalachian Capital Management Ltd
DECREASED53,46753,558-910%$2.9M$2.9M-$16.1K2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED53,29548,555+4,740+10%$2.6M$2.8M+$243.0K2026-10-26
Harrell Investment Partners, LLC
DECREASED53,28653,306-200%$2.9M$2.8M-$12.3K2026-10-15
Compass Financial Management LLC
INCREASED53,07449,793+3,281+7%$2.7M$2.8M+$120.6K2026-10-30
Y.D. More Investments Ltd
DECREASED52,88353,015-1320%$2.8M$2.8M-$17.3K2026-11-02
Capital Advisors, Ltd. LLC
DECREASED52,81853,333-515-1%$2.9K$2.8K-$382026-10-27
Shuttleworth & Co
INCREASED52,40251,661+741+1%$2.8M$2.8M+$28.7K2026-10-30
Earned Wealth Advisors, LLC
INCREASED51,97349,998+1,975+4%$2.7M$2.8M+$95.0K2026-11-06
Constitution Capital LLC
DECREASED51,79153,291-1,500-3%$2.9M$2.8M-$91.3K2026-10-23
Graetz Wealth LLC
DECREASED51,74853,212-1,464-3%$2.9M$2.8M-$89.4K2026-10-27
Soltis Investment Advisors LLC
INCREASED51,01719,621+31,396+160%$1.1M$2.7M+$1.7M2026-10-28
Fulcrum Equity Management
INCREASED50,52142,945+7,576+18%$2.3M$2.7M+$395.5K2026-10-21
Associated Banc-Corp
INCREASED50,40149,877+524+1%$2.7M$2.7M+$17.5K2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
INCREASED50,35131,629+18,722+59%$1.7M$2.7M+$993.1K2026-10-09
Meridian Wealth Management, LLC
INCREASED50,15049,170+980+2%$2.6M$2.7M+$42.5K2026-11-05
Next Level Private LLC
INCREASED49,82749,672+155+0%$2.7M$2.7M-$2.2K2026-10-20
Moors & Cabot, Inc.
INCREASED49,53847,498+2,040+4%$2.5M$2.6M+$99.0K2026-11-06
Capital Investment Counsel, LLC
NEW49,462—+49,462——$2.6M—2026-10-14
Edgestream Partners, L.P.
DECREASED49,09486,301-37,207-43%$4.6M$2.6M-$2.0M2026-11-10
Realta Investment Advisors
INCREASED49,03646,825+2,211+5%$2.5M$2.6M+$108.2K2026-10-14
Nwam LLC
INCREASED47,89947,303+596+1%$2.5M$2.6M+$21.9K2026-11-09
Axiom Investment Management LLC
DECREASED47,89749,078-1,181-2%$2.6M$2.6M-$73.3K2026-11-03
Advisory Solutions Group, LLC
DECREASED47,85650,727-2,871-6%$2.7M$2.6M-$164.0K2026-10-14
Nuveen, LLC
INCREASED47,76028,819+18,941+66%$1.5M$2.3M+$771.1K2026-11-10
Rockingstone Advisors LLC
INCREASED46,97846,138+840+2%$2.5M$2.5M+$35.2K2026-10-16
Vaquero Private Wealth, LTD
DECREASED46,85671,803-24,947-35%$3.8M$2.5M-$1.3M2026-10-27
Advisor Resource Council
DECREASED46,79749,497-2,700-5%$2.8M$2.5M-$257.3K2026-11-05
Beacon Capital Management, Inc.
INCREASED46,69341,804+4,889+12%$2.2M$2.5M+$252.3K2026-10-13
Wedbush Securities Inc
DECREASED46,38856,448-10,060-18%$3.0M$2.5K-$3.0M2026-10-22
Boltwood Capital Management
INCREASED45,95645,562+394+1%$2.4M$2.5M+$11.5K2026-10-02
Activest Wealth Management
INCREASED45,60736,562+9,045+25%$2.0M$2.4M+$475.4K2026-10-15
Fearless Solutions, LLC dba Best Invest
DECREASED45,49945,974-475-1%$2.5M$2.4M-$35.0K2026-10-14
Vertex Investment Solutions Co., Ltd.
DECREASED45,40050,900-5,500-11%$2.7M$2.4M-$287.7K2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED45,40045,40000%$2.4M$2.4M-$9.5K2026-11-03
International Assets Investment Management, LLC
DECREASED45,17948,322-3,143-6%$2.6M$2.4M-$230.8K2026-11-02
Jacobi Capital Management LLC
INCREASED44,78744,081+706+2%$2.4M$2.4M+$28.4K2026-11-05
Axxcess Wealth Management, LLC
DECREASED44,51183,551-39,040-47%$4.5M$2.4M-$2.1M2026-10-21
High Note Wealth, LLC
DECREASED44,44945,540-1,091-2%$2.4M$2.4M-$67.8K2026-10-27
Regions Financial Corp
DECREASED44,37244,941-569-1%$2.4M$2.4M-$39.8K2026-11-05
StoneX Group Inc.
DECREASED44,04447,331-3,287-7%$2.5M$2.4M-$185.0K2026-11-03
City Center Advisors, LLC
INCREASED43,74730,748+12,999+42%$1.6M$2.3M+$687.7K2026-10-08
Brookstone Capital Management
DECREASED42,76362,606-19,843-32%$3.4M$2.3M-$1.1M2026-10-22
TritonPoint Partners, LLC
DECREASED42,740207,995-165,255-79%$11.2M$2.3M-$8.9M2026-11-05
St. Johns Investment Management Company, LLC
INCREASED42,10942,056+53+0%$2.3M$2.2M-$6.0K2026-10-30
Montag A & Associates Inc
DECREASED42,00042,030-300%$2.3M$2.2M-$10.4K2026-10-29
Highland Capital Management, LLC
DECREASED41,73342,358-625-1%$2.3M$2.2M-$42.3K2026-10-26
Beacon Financial Group
INCREASED41,58539,564+2,021+5%$2.1M$2.2M+$99.6K2026-10-19
HBW Advisory Services LLC
INCREASED41,48839,989+1,499+4%$2.1M$2.2M+$71.6K2026-10-15
Ocean Park Asset Management, LLC
UNCHANGED41,48541,48500%$2.2M$2.2M-$8.7K2026-10-21
DT Investment Partners, LLC
DECREASED41,44945,474-4,025-9%$2.4M$2.2M-$224.5K2026-10-27
Paladin Wealth, LLC
INCREASED41,37040,415+955+2%$2.2M$2.2M+$42.5K2026-10-23
Lionsbridge Wealth Management LLC
DECREASED41,32145,305-3,984-9%$2.4M$2.2M-$222.3K2026-10-26
E&G Advisors, LLC
INCREASED41,23740,612+625+2%$2.2M$2.2M+$24.8K2026-10-13
First Bancorp, Inc
DECREASED40,83943,839-3,000-7%$2.4M$2.2M-$169.4K2026-10-26
Collaborative Capital Advisors LLC
UNCHANGED40,69840,69800%$2.2M$2.2M-$8.5K2026-11-06
Hansen & Associates Financial Group, Inc.
INCREASED40,34940,076+273+1%$2.2M$2.2M-$61.7K2026-11-09
Parallel Advisors, LLC
DECREASED40,08640,804-718-2%$2.2M$2.1M-$46.9K2026-11-03
Milestone Asset Management, LLC
INCREASED39,87823,477+16,401+70%$1.3M$2.1M+$870.9K2026-10-15
WealthPLAN Partners, LLC
DECREASED39,78540,881-1,096-3%$2.2M$2.1M-$67.1K2026-10-15
Founders Financial Alliance, LLC
INCREASED39,73237,952+1,780+5%$2.0M$2.1M+$87.1K2026-11-10
Kanawha Capital Management LLC
DECREASED39,27039,787-517-1%$2.1M$2.1M-$36.0K2026-10-19
MTM Investment Management, LLC
INCREASED39,04638,707+339+1%$2.1M$2.1M+$10.0K2026-10-30
McGuire Investment Group, LLC
DECREASED38,81838,872-540%$2.1M$2.1M-$11.0K2026-10-23
Crumly & Associates Inc.
INCREASED38,74138,491+250+1%$2.1M$2.1M+$5.3K2026-10-07
Brick & Kyle, Associates
DECREASED38,65739,634-977-2%$2.0M$2.1M+$107.6K2026-11-05
Integrity Alliance, Llc.
INCREASED38,13933,798+4,341+13%$1.8M$2.0M+$224.7K2026-10-29
Schnieders Capital Management, Llc.
INCREASED37,74437,721+23+0%$2.0M$2.0M-$6.7K2026-11-09
Argent Trust Co
DECREASED37,56037,849-289-1%$2.0M$2.0M-$23.4K2026-11-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED37,31137,31100%$2.0M$2.0K-$2.0M2026-11-02
Accel Wealth Management
DECREASED37,02737,174-1470%$2.0M$2.0M-$15.7K2026-10-13
Mosley Wealth Management
INCREASED37,01831,052+5,966+19%$1.7M$2.0M+$381.3K2026-10-16
Diversify Wealth Management, LLC
DECREASED36,65239,349-2,697-7%$2.2M$2.0M-$212.4K2026-10-20
Diversify Advisory Services, LLC
DECREASED36,65239,349-2,697-7%$2.2M$2.0M-$212.4K2026-10-20
Atlatl Advisers LLC
NEW36,597—+36,597——$2.0M—2026-10-22
Dynamic Advisor Solutions LLC
DECREASED36,53337,049-516-1%$2.0M$2.0M-$35.3K2026-10-13
Stackstone Wealth, LLC
NEW36,039—+36,039——$1.9M—2026-10-19
Hillcrest Wealth Advisors - NY, LLC
INCREASED36,02534,445+1,580+5%$1.8M$1.9M+$77.1K2026-10-22
Windsor Capital Management, LLC
DECREASED35,79136,867-1,076-3%$2.0M$1.9M-$65.3K2026-10-13
Redwood Financial Network Corp
DECREASED35,62038,384-2,764-7%$2.1M$1.9M-$155.6K2026-11-03
First Financial Bank - Trust Division
DECREASED35,52983,663-48,134-58%$4.5M$1.9M-$2.6M2026-10-01
Capital Investment Advisory Services, LLC
INCREASED35,09628,025+7,071+25%$1.5M$1.9M+$374.1K2026-10-30
Advocate Investing Services LLC
UNCHANGED35,00035,00000%$1.9M$1.9M-$7.4K2026-10-26
University of Texas S AM Investment Management Co
DECREASED34,99835,233-235-1%$1.9M$1.9M-$19.9K2026-11-03
Golden State Wealth Management, LLC
INCREASED34,89931,527+3,372+11%$1.7M$1.9M+$173.4K2026-11-02
RCW Management, LLC
UNCHANGED34,59234,59200%$1.9M$1.8M-$7.2K2026-10-30
Apollon Wealth Management, LLC
INCREASED34,38832,190+2,198+7%$1.7M$1.8M+$110.6K2026-10-23
Plimoth Trust Co LLC
DECREASED34,34536,055-1,710-5%$1.9M$1.8M-$98.9K2026-10-26
Private Trust Co NA
INCREASED34,01831,461+2,557+8%$1.7M$1.8M+$129.9K2026-10-20
Baker Avenue Asset Management, LP
DECREASED33,84034,700-860-2%$1.9M$1.8M-$53.2K2026-11-06
Nations Financial Group Inc,
DECREASED33,82534,451-626-2%$1.8M$1.8M-$40.6K2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED33,74833,174+574+2%$1.8M$1.8M+$23.7K2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED33,351113,556-80,205-71%$6.1M$1.8M-$4.3M2026-10-16
Patten & Patten Inc
DECREASED33,27136,071-2,800-8%$1.9M$1.8M-$157.1K2026-10-26
LJI Wealth Management, LLC
UNCHANGED33,00633,00600%$1.8M$1.8M-$6.9K2026-10-28
Wedmont Private Capital
INCREASED32,93829,363+3,575+12%$1.6M$1.8M+$150.4K2026-10-09
Williams Jones Wealth Management, Llc.
DECREASED32,89233,570-678-2%$1.8M$1.8M-$43.3K2026-11-05
Certuity, LLC
INCREASED32,62520,574+12,051+59%$1.1M$1.7M+$639.2K2026-11-02
Stapp Wealth Management, Pllc
DECREASED32,54232,955-413-1%$1.8M$1.7M-$28.9K2026-10-15
Lowe Brockenbrough & Co Inc
INCREASED32,27529,293+2,982+10%$1.6M$1.7M+$153.1K2026-11-09
Fairvoy Private Wealth, LLC
INCREASED32,07930,263+1,816+6%$1.6M$1.7M+$90.6K2026-10-19
Founders Grove Wealth Partners, LLC
DECREASED32,03933,579-1,540-5%$1.8M$1.7M-$89.3K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED31,81426,352+5,462+21%$1.4M$1.7M+$286.2K2026-11-04
Lyell Wealth Management, LP
INCREASED31,67327,068+4,605+17%$1.5M$1.7M+$240.3K2026-10-30
Sigma Investment Counselors Inc
INCREASED31,56228,221+3,341+12%$1.5M$1.7M+$172.5K2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED31,36733,330-1,963-6%$1.8M$1.7M-$111.8K2026-10-20
Howard Capital Management Group, LLC
DECREASED31,29432,074-780-2%$1.7M$1.7M-$48.4K2026-10-16
Occidental Asset Management, LLC
INCREASED31,16517,126+14,039+82%$918.1K$1.7M+$746.1K2026-11-05
Successful Portfolios LLC
DECREASED31,10031,374-274-1%$1.7M$1.7M-$70.5K2026-10-09
First Horizon Corp
DECREASED30,94631,627-681-2%$1.7M$1.7M-$43.0K2026-10-26
Investment Partners, Ltd.
INCREASED30,94015,799+15,141+96%$847.0K$1.7M+$805.2K2026-10-29
Journey Advisory Group, LLC
DECREASED30,91832,168-1,250-4%$1.7M$1.7M-$73.5K2026-11-04
Global Financial Private Client, LLC
INCREASED30,81630,625+191+1%$1.6M$1.6M+$3.8K2026-10-15
NWF Advisory Services Inc.
INCREASED30,64730,126+521+2%$1.6M$1.6M+$21.5K2026-10-19
Magnus Financial Group LLC
INCREASED30,42728,793+1,634+6%$1.5M$1.6M+$81.2K2026-10-21
Trust Co of Oklahoma
DECREASED30,39431,956-1,562-5%$1.7M$1.6M-$90.1K2026-10-15
Mesirow Financial Investment Management, Inc.
DECREASED29,78730,689-902-3%$1.6M$1.6M-$54.5K2026-11-05
Lanark Financial, Inc.
DECREASED29,75330,662-909-3%$1.6M$1.6M-$55.0K2026-10-26
VVR Holdings LLC
NEW29,736—+29,736——$1.6M—2026-10-19
Kingstone Capital Partners Texas, LLC
DECREASED29,65130,913-1,262-4%$1.7M$1.6M-$73.9K2026-11-03
Ascentis Independent Advisors
NEW29,486—+29,486——$1.6M—2026-11-03
R2 Capital Strategies, LLC
INCREASED29,12926,604+2,525+9%$1.4M$1.6M+$129.2K2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED29,04928,558+491+2%$1.5M$1.6M+$20.2K2026-11-03
Crestwood Advisors Group, LLC
DECREASED28,93829,311-373-1%$1.6M$1.5M-$26.1K2026-10-27
CWA Asset Management Group, LLC
INCREASED28,30727,564+743+3%$1.5M$1.5M+$33.9K2026-10-19
Capitol Family Office, Inc.
DECREASED28,13529,586-1,451-5%$1.6M$1.5M-$83.7K2026-10-13
Larson Financial Group LLC
DECREASED28,09485,149-57,055-67%$4.6M$1.5M-$3.1M2026-11-05
Point Windward Advisors Inc.
INCREASED27,99127,396+595+2%$1.5M$1.5M+$26.0K2026-11-06
Smith Salley Wealth Management
UNCHANGED27,80727,80700%$1.5M$1.5M-$5.8K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED27,64027,520+120+0%$1.5M$1.5M+$6382026-10-21
Marco Investment Management LLC
DECREASED27,39527,539-144-1%$1.5M$1.5M-$13.5K2026-11-09
GC Wealth Management RIA, LLC
DECREASED27,26744,086-16,819-38%$2.4M$1.5M-$907.4K2026-11-02
SAX Wealth Advisors, LLC
DECREASED27,08433,384-6,300-19%$1.6M$1.4M-$201.9K2026-10-13
GFS Advisors, LLC
DECREASED26,96528,912-1,947-7%$3.5M$1.4M-$2.1M2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED26,95733,673-6,716-20%$1.8M$1.4M-$365.7K2026-10-14
Ring Mountain Capital, LLC
DECREASED26,79926,951-152-1%$1.4M$1.4M-$13.8K2026-10-13
Creative Financial Designs Inc
INCREASED26,65325,611+1,042+4%$1.4M$1.4M+$50.2K2026-11-04
Schear Investment Advisers, LLC
NEW26,551—+26,551——$1.4M—2026-10-14
Tempo Wealth, LLC
INCREASED26,55124,434+2,117+9%$1.3M$1.4M+$107.9K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED26,24627,343-1,097-4%$1.5M$1.4M-$64.3K2026-10-21
Financial & Tax Architects, LLC
NEW26,049—+26,049——$1.4M—2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED25,92318,523+7,400+40%$993.0K$1.4M+$391.3K2026-11-03
Freestone Capital Holdings, LLC
INCREASED25,86125,413+448+2%$1.4M$1.4M+$18.6K2026-11-09
Almanack Investment Partners, Llc.
NEW25,847—+25,847——$1.4M—2026-11-03
SP Asset Management LLC
INCREASED25,83325,828+5+0%$1.4M$1.4M-$5.2K2026-11-05
MMA Asset Management LLC
DECREASED25,66426,325-661-3%$1.4M$1.4M-$40.8K2026-11-02
Roberts Wealth Advisors, LLC
DECREASED25,57130,915-5,344-17%$1.7M$1.4M-$291.9K2026-10-14
NBT Bank, N.A.
DECREASED25,56226,097-535-2%$1.4M$1.4M-$34.0K2026-10-21
Camelot Technology Advisors, Inc.
INCREASED25,47824,004+1,474+6%$1.3M$1.4M+$73.7K2026-10-09
Novem Group
INCREASED25,43323,751+1,682+7%$1.3M$1.4M+$84.9K2026-10-19
Wealthgarden F.S. LLC
DECREASED25,43026,640-1,210-5%$1.4M$1.4M-$70.2K2026-11-09
MKT Advisors LLC
INCREASED25,26525,153+112+0%$1.4M$1.4M-$39.7K2026-10-20
Bluesphere Advisors LLC
INCREASED25,21822,768+2,450+11%$1.2M$1.3M+$126.0K2026-10-19
Contravisory Investment Management, Inc.
DECREASED25,11325,652-539-2%$1.4M$1.3M-$34.2K2026-10-13
Appleton Partners Inc
DECREASED24,93027,111-2,181-8%$1.5M$1.3K-$1.5M2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED24,91324,987-740%$1.4M$1.4M-$12.4K2026-10-21
Glenview Trust Co
DECREASED24,74424,944-200-1%$1.3M$1.3M-$15.9K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED24,54025,446-906-4%$1.4M$1.3M-$53.7K2026-10-23
Advisors Management Group Inc
DECREASED24,44124,992-551-2%$1.3M$1.3K-$1.3M2026-11-05
Landaas & Co
INCREASED24,42423,786+638+3%$1.3M$1.3M+$29.1K2026-10-29
Xcel Wealth Management, LLC
DECREASED24,38824,413-250%$1.3M$1.3M-$6.5K2026-10-26
Breakwater Capital Group
DECREASED24,33324,741-408-2%$1.3M$1.3M-$27.0K2026-10-09
Tsfg, LLC
DECREASED24,30724,437-130-1%$1.3M$1.3K-$1.3M2026-10-23
VCI Wealth Management LLC
DECREASED24,27230,059-5,787-19%$1.6M$1.3M-$315.3K2026-10-29
Asset One Wealth Management LLC
DECREASED24,24024,299-590%$1.4M$1.3M-$79.9K2026-11-02
First Business Financial Services, Inc.
UNCHANGED24,09524,09500%$1.3M$1.3M-$5.1K2026-10-29
Penobscot Wealth Management
DECREASED24,07824,744-666-3%$1.3M$1.3M-$40.8K2026-10-21
Ranch Capital Advisors Inc.
INCREASED24,07523,799+276+1%$1.3M$1.3M+$9.8K2026-11-09
Cardinal Point Capital Management ULC
INCREASED23,94020,721+3,219+16%$1.1M$1.3M+$167.6K2026-10-21
Claro Advisors Inc.
INCREASED23,80920,987+2,822+13%$1.1M$1.3M+$146.3K2026-11-02
JBR Co Financial Management Inc
UNCHANGED23,76523,76500%$1.3M$1.3M+$27.8K2026-10-13
Tranquility Partners, LLC
DECREASED23,65228,517-4,865-17%$1.5M$1.3M-$265.8K2026-10-20
Silverlake Wealth Management LLC
INCREASED23,61022,640+970+4%$1.2M$1.3M+$47.0K2026-10-21
Ironwood Financial, llc
DECREASED23,55124,002-451-2%$1.3M$1.3M-$88.2K2026-10-20
Wespac Advisors, LLC
INCREASED23,48519,768+3,717+19%$1.1M$1.3M+$194.3K2026-10-26
Cape ANN Savings Bank
DECREASED23,47423,559-850%$1.3M$1.3M-$9.5K2026-11-09
Partners Wealth Management, LLC
INCREASED23,47118,653+4,818+26%$1,000.0K$1.3M+$253.4K2026-10-28
Vilga Financial Planning LLC
INCREASED23,05221,723+1,329+6%$1.2M$1.2M+$66.4K2026-10-09
C2c Wealth Management, LLC
UNCHANGED22,95322,95300%$1.2M$1.2M-$4.8K2026-10-20
Core Wealth Partners LLC
INCREASED22,95222,884+68+0%$1.2M$1.2M-$1.2K2026-11-02
First Citizens Financial Corp
INCREASED22,94522,487+458+2%$1.2M$1.2M+$19.7K2026-10-02
Valmark Advisers, Inc.
DECREASED22,89523,758-863-4%$1.3M$1.2M-$51.1K2026-11-06
PFS Partners, LLC
DECREASED22,88623,021-135-1%$1.2M$1.2M-$12.1K2026-10-21
Ashton Thomas Securities, LLC
DECREASED22,57436,899-14,325-39%$2.0M$2.0M+$51.1K2026-10-26
Indivisible Partners
INCREASED22,5144,056+18,458+455%$217.4K$1.2M+$984.8K2026-10-26
Arrow Financial Corp
UNCHANGED22,50222,50200%$1.2M$1.2M-$4.7K2026-10-26
71 West Capital Partners
UNCHANGED22,48822,48800%$1.2M$1.2M-$4.7K2026-11-04
Financial Freedom, LLC
DECREASED22,46827,781-5,313-19%$1.5M$1.2M-$289.5K2026-11-06
D.B. Root & Company, LLC
INCREASED22,41310,845+11,568+107%$581.4K$1.2M+$615.5K2026-11-04
Value Investment Professionals, LLC
UNCHANGED22,24222,24200%$1.2M$1.2M-$4.7K2026-10-13
Koshinski Asset Management, Inc.
INCREASED22,20521,766+439+2%$1.2M$1.2M+$18.9K2026-10-29
M.E. Allison & Co., Inc.
INCREASED22,10422,015+89+0%$1.2M$1.2M+$992026-10-09
Investors Asset Management of Georgia Inc
INCREASED22,08922,074+15+0%$1.2M$1.2M-$3.8K2026-10-20
Capital Management Associates
NEW22,000—+22,000——$1.2M—2026-11-03
Wellington Shields & Co., LLC
INCREASED22,000500+21,500+4300%$26.8K$1.2M+$1.1M2026-11-03
Wellington Shields Capital Management, LLC
INCREASED22,00010,111+11,889+118%$542.1K$1.2M+$632.7K2026-11-03
Curat Global, LLC
INCREASED21,62821,442+186+1%$2.7M$1.2M-$1.6M2026-10-26
Toews Corp
UNCHANGED21,60021,60000%$1.2M$1.2M-$4.5K2026-11-09
Certified Advisory Corp
DECREASED21,47521,579-1040%$1.2M$1.1M-$10.1K2026-10-29
Westbourne Investment Advisors, Inc.
DECREASED21,45628,436-6,980-25%$1.5M$1.1M-$378.7K2026-10-20
Providence First Trust Co
INCREASED21,43821,109+329+2%$1.1M$1.1M+$13.1K2026-11-02
Asset Management One Co., Ltd.
INCREASED21,4328,846+12,586+142%$474.2K$1.1M+$670.2K2026-10-27
HBK Sorce Advisory LLC
DECREASED21,42722,663-1,236-5%$1.3M$1.2M-$82.4K2026-11-06
Verdence Capital Advisors LLC
INCREASED21,37121,223+148+1%$1.1M$1.1M+$3.5K2026-10-26
Daymark Wealth Partners, LLC
INCREASED21,22217,683+3,539+20%$948.0K$1.1M+$185.3K2026-11-04
Angeles Wealth Management, LLC
INCREASED21,18520,968+217+1%$1.1M$1.1M+$7.2K2026-10-26
Ritholtz Wealth Management
DECREASED21,08821,944-856-4%$1.2M$1.1M-$50.3K2026-11-05
Rossby Financial, LCC
INCREASED21,06020,222+838+4%$1.1M$1.1M+$47.0K2026-11-05
Autumn Glory Partners, LLC
UNCHANGED20,97020,97000%$1.1M$1.1M-$4.4K2026-10-26
Perennial Advisors, LLC
INCREASED20,89419,271+1,623+8%$1.0M$1.1M+$82.6K2026-10-13
N.E.W. Advisory Services LLC
DECREASED20,74820,798-500%$1.1M$1.1M-$7.0K2026-11-09
Compound Planning, Inc.
DECREASED20,55220,874-322-2%$1.1M$1.1M-$21.6K2026-11-09
Richards, Merrill & Peterson, Inc.
INCREASED20,50519,925+580+3%$1.1M$1.1M+$26.8K2026-10-19
MCF Advisors LLC
INCREASED20,46218,734+1,728+9%$1.0M$1.1M+$88.3K2026-10-28
Flywheel Private Wealth LLC
INCREASED20,39919,832+567+3%$1.1M$1.1M+$26.1K2026-11-02
Bridges Investment Management Inc
NEW20,325—+20,325——$1.1M—2026-11-10
German American Bancorp, Inc.
INCREASED20,09019,690+400+2%$1.1M$1.1M+$17.2K2026-11-10
Modera Wealth Management, LLC
INCREASED19,73811,697+8,041+69%$627.1K$1.1M+$426.9K2026-10-28
Strategic Blueprint, LLC
INCREASED19,65218,011+1,641+9%$965.5K$1.0M+$83.9K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED19,52719,52700%$1.0M$1.0M-$2.7K2026-10-29
Legacy Capital Group California, Inc.
INCREASED19,44218,470+972+5%$990.2K$1.0M+$48.0K2026-11-09
VestGen Advisors, LLC
INCREASED19,43718,525+912+5%$993.1K$1.0M+$44.8K2026-10-27
Elmwood Wealth Management, Inc.
INCREASED19,36219,261+101+1%$1.0M$1.0M+$1.3K2026-10-14
Wealthstar Advisors, LLC
INCREASED19,32218,196+1,126+6%$975.5K$1.0M+$56.3K2026-10-19
Granite FO LLC
UNCHANGED19,30519,30500%$1.0M$1.0M-$4.1K2026-10-14
Luminist Capital LLC
INCREASED19,288482+18,806+3902%$27.0K$1.0M+$1.0M2026-11-10
Northland Securities, Inc.
UNCHANGED19,00419,00400%$1.0M$1.0M-$4.0K2026-11-02
Csenge Advisory Group
DECREASED18,63620,827-2,191-11%$1.1M$995.2K-$121.4K2026-11-04
Prairiewood Capital, LLC
DECREASED18,57418,614-400%$997.9K$991.9K-$6.0K2026-10-16
World Equity Group, Inc.
DECREASED18,48521,855-3,370-15%$1.2M$987.1K-$184.5K2026-10-14
GenTrust, LLC
INCREASED18,4345,298+13,136+248%$284.0K$984.4K+$700.3K2026-11-06
Bullock Wealth Management Group
INCREASED18,33218,122+210+1%$992.7K$980.0K-$12.7K2026-10-09
Accredited Investor Services, LLC
UNCHANGED18,31118,31100%$981.7K$977.8K-$3.8K2026-10-22
Trust Point Inc.
UNCHANGED18,28518,28500%$980.3K$976.4K-$3.8K2026-10-27
Allen Investment Management, LLC
UNCHANGED18,27418,27400%$979.7K$975.6K-$4.0K2026-11-03
Destiny Wealth Partners, LLC
INCREASED18,22311,124+7,099+64%$633.4K$1.0M+$415.5K2026-11-05
Fourpath Capital Management, LLC
INCREASED18,20814,574+3,634+25%$781.3K$972.3K+$191.0K2026-10-19
First National Trust Co
INCREASED18,17612,945+5,231+40%$694.0K$970.6K+$276.6K2026-10-28
Beacon Financial Advisory LLC
UNCHANGED18,05618,05600%$968.0K$964.2K-$3.8K2026-10-16
Ignite Planners, LLC
INCREASED18,04817,803+245+1%$954.4K$963.8K+$9.4K2026-10-14
Quadcap Wealth Management, LLC
INCREASED17,85416,858+996+6%$903.8K$1.3M+$424.7K2026-11-02
Balboa Wealth Partners
DECREASED17,82318,183-360-2%$974.8K$951.8K-$23.0K2026-10-20
Evergreen Capital Management LLC
DECREASED17,74417,745-10%$951.3K$947.5K-$3.8K2026-10-23
Wolff Wiese Magana LLC
DECREASED17,71818,033-315-2%$966.8K$946.1K-$20.6K2026-10-15
Worth Financial Advisory Group, LLC
INCREASED17,63516,540+1,095+7%$886.7K$941.7K+$55.0K2026-10-19
Gateway Investment Advisers LLC
NEW17,607—+17,607——$940.2K—2026-10-13
Retirement Planning Group, LLC
UNCHANGED17,52617,52600%$939.6K$935.9K-$3.7K2026-10-19
Riversedge Advisors, LLC
UNCHANGED17,39817,39800%$932.7K$929.1K-$3.7K2026-10-09
Sherman Asset Management, Inc.
DECREASED17,39723,093-5,696-25%$1.2M$929.0K-$309.0K2026-11-05
Keystone Wealth Services, LLC
INCREASED17,3403,976+13,364+336%$213.1K$936.5K+$723.4K2026-11-03
Burke & Herbert Bank & Trust Co
INCREASED17,33016,145+1,185+7%$865.5K$925.4K+$59.9K2026-11-02
Chicago Partners Investment Group LLC
INCREASED17,19117,142+49+0%$957.0K$961.0K+$3.9K2026-10-27
Surience Private Wealth LLC
DECREASED17,14997,941-80,792-82%$5.3M$915.8K-$4.3M2026-10-16
Peoples Bank
DECREASED17,13717,987-850-5%$964.3K$915.1K-$49.2K2026-10-09
Coastline Trust Co
DECREASED16,97317,235-262-2%$924.0K$906.4K-$17.6K2026-10-01
AdvisorNet Financial, Inc
DECREASED16,93118,723-1,792-10%$1.0M$923.1K-$80.7K2026-10-15
Heritage Wealth Advisors
UNCHANGED16,90916,90900%$906.5K$902.9K-$3.6K2026-11-09
Rebalance, LLC
INCREASED16,87216,845+27+0%$903.1K$901.0K-$2.1K2026-10-22
Bell Bank
DECREASED16,86617,088-222-1%$916.1K$900.6K-$15.4K2026-10-21
Union Savings Bank
DECREASED16,75517,635-880-5%$945.4K$894.7K-$50.7K2026-10-14
Guardian Asset Advisors, LLC
INCREASED16,65816,454+204+1%$882.1K$889.6K+$7.4K2026-10-16
Connecticut Wealth Management, LLC
DECREASED16,60322,968-6,365-28%$1.2M$886.6K-$344.7K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED16,59816,515+83+1%$885.4K$886.3K+$9642026-10-27
Avantax Planning Partners, Inc.
INCREASED16,45315,912+541+3%$853.0K$878.6K+$25.6K2026-11-03
Personal CFO Solutions, LLC
INCREASED16,27614,389+1,887+13%$771.4K$869.1K+$97.8K2026-11-06
Sanchez Gaunt Capital Management, LLC
DECREASED16,25117,981-1,730-10%$964.0K$867.8K-$96.2K2026-11-03
Falcon Wealth Planning
INCREASED16,21015,987+223+1%$857.1K$865.6K+$8.5K2026-11-06
Sovran Advisors, LLC
DECREASED16,18216,807-625-4%$968.1K$921.4K-$46.7K2026-11-02
Gold Investment Management Ltd.
UNCHANGED16,13316,13300%$864.9K$861.0K-$3.9K2026-10-19
Powell Investment Advisors, LLC
DECREASED16,10116,303-202-1%$874.0K$859.8K-$14.2K2026-10-22
Kaizen Financial Strategies
INCREASED16,09515,733+362+2%$861.9K$859.5K-$2.4K2026-10-09
Steele Capital Management, Inc.
INCREASED16,09015,960+130+1%$855.6K$859.2K+$3.6K2026-11-02
Chicago Trust Co NA
DECREASED16,06016,062-20%$861.1K$857.6K-$3.5K2026-10-28
Signature Wealth Management Partners, LLC
DECREASED16,02616,338-312-2%$875.9K$855.8K-$20.1K2026-10-21
Sherry Group, Inc.
INCREASED15,92315,738+185+1%$845.5K$850.3K+$4.8K2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED15,88116,636-755-5%$891.9K$848.1K-$43.8K2026-10-13
Fjell Capital, LLC
DECREASED15,82716,118-291-2%$864.1K$845.2K-$18.9K2026-10-13
Arete Wealth Advisors, LLC
INCREASED15,78115,235+546+4%$816.8K$843.2K+$26.4K2026-11-09
Parkside Financial Bank & Trust
DECREASED15,71926,576-10,857-41%$1.4M$839.4K-$585.3K2026-10-27
Beaumont Asset Management, L.L.C.
DECREASED15,70415,708-40%$842.1K$838.6K-$3.5K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED15,70310,884+4,819+44%$583.5K$838.5K+$255.0K2026-10-27
Woodmont Investment Counsel LLC
UNCHANGED15,70315,70300%$841.8K$838.5K-$3.3K2026-10-29
Courier Capital LLC
DECREASED15,68315,684-10%$840.8K$837.5K-$3.3K2026-10-19
Blue Trust, Inc.
DECREASED15,55915,836-277-2%$848.9K$830.9K-$18.1K2026-10-15
Wesbanco Bank Inc
DECREASED15,51315,662-149-1%$839.6K$828.4K-$11.2K2026-11-04
Taylor & Morgan Wealth Management, LLC
INCREASED15,48715,451+36+0%$828.4K$827.0K-$1.4K2026-10-09
Lynch & Associates
UNCHANGED15,35015,35000%$822.9K$819.7K-$3.2K2026-10-13
Florida Financial Advisors, LLC
DECREASED15,27415,984-710-4%$856.9K$815.6K-$41.2K2026-11-09
Nolet Wealth Management, LLC
UNCHANGED15,27415,27400%$818.9K$815.6K-$3.2K2026-10-15
Visionary Horizons, LLC
INCREASED15,27214,965+307+2%$802.3K$815.6K+$13.3K2026-10-22
Victory Financial Group, LLC
INCREASED15,1967,499+7,697+103%$402.0K$811.5K+$409.5K2026-10-27
Beaumont Financial Advisors, LLC
INCREASED15,16814,918+250+2%$799.7K$810.0K+$10.3K2026-10-22
Kagan Cocozza Asset Management
INCREASED15,13614,530+606+4%$779.0K$808.3K+$29.3K2026-10-19
AFG Fiduciary Services Limited Partnership
INCREASED15,07513,092+1,983+15%$728.2K$826.4K+$98.2K2026-10-21
Kessler Investment Group, LLC
DECREASED15,02215,794-772-5%$846.7K$802.2K-$44.5K2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED14,89312,130+2,763+23%$650.3K$795.3K+$145.0K2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED14,87414,87400%$797.4K$794.3K-$3.1K2026-10-09
Equitable Trust Co
UNCHANGED14,77614,77600%$792.1K$789.0K-$3.1K2026-10-13
MV Capital Management, Inc.
UNCHANGED14,76514,76500%$791.6K$788.5K-$3.1K2026-10-29
Cannon Capital Management, Inc.
UNCHANGED14,74514,74500%$790.5K$787.4K-$3.1K2026-11-03
Pines Wealth Management, LLC
INCREASED14,71014,670+40+0%$786.5K$785.5K-$9452026-10-21
RMR Wealth Builders
DECREASED14,65414,717-630%$789.0K$782.5K-$6.4K2026-10-22
Cornerstone National Bank & Trust Co
INCREASED14,55013,378+1,172+9%$732.8K$777.8K+$45.0K2026-10-20
Montecito Bank & Trust
UNCHANGED14,48714,48700%$776.6K$773.6K-$3.0K2026-10-01
SBI Securities Co., Ltd.
INCREASED14,46413,782+682+5%$738.9K$772.4K+$33.5K2026-10-22
Monograph Wealth Advisors, LLC
DECREASED14,34414,345-10%$769.0K$766.0K-$3.0K2026-11-09
Slow Capital, Inc.
UNCHANGED14,25014,25000%$763.9K$761.0K-$3.0K2026-10-23
TD Private Client Wealth LLC
DECREASED14,14815,040-892-6%$806.3K$755.5K-$50.8K2026-10-28
DecisionMap Wealth Management, LLC
DECREASED14,14230,343-16,201-53%$1.6M$755.2K-$871.5K2026-10-29
Russell Investments Group, Ltd.
INCREASED14,04413,977+67+0%$749.3K$750.0K+$6442026-11-06
Exchange Traded Concepts, LLC
INCREASED13,94610,643+3,303+31%$570.6K$744.7K+$174.1K2026-10-28
Lynx Investment Advisory
DECREASED13,90117,831-3,930-22%$955.9K$742.3K-$213.6K2026-10-27
Greenleaf Trust
DECREASED13,87314,023-150-1%$751.8K$740.8K-$11.0K2026-10-29
Bulwark Capital Corp
UNCHANGED13,68013,68000%$733.4K$730.5K-$2.9K2026-10-13
Peterson Wealth Management
DECREASED13,65945,453-31,794-70%$2.4M$729.4K-$1.7M2026-11-06
Allen Capital Group, LLC
INCREASED13,50612,377+1,129+9%$663.5K$721.2K+$57.7K2026-10-27
Gamma Investing LLC
INCREASED13,42812,949+479+4%$694.2K$717.1K+$22.9K2026-10-08
APS Management Group, Inc.
DECREASED13,42320,301-6,878-34%$1.1M$716.8K-$371.5K2026-10-14
Moulton Wealth Management, Inc
DECREASED13,40313,527-124-1%$743.0K$716.5K-$26.4K2026-10-13
Goelzer Investment Management, Inc.
DECREASED13,29218,135-4,843-27%$972.2K$709.8K-$262.4K2026-10-16
Morangie Management LLC
UNCHANGED13,18113,18100%$706.7K$703.9K-$2.8K2026-10-15
KMG Fiduciary Partners, LLC
DECREASED13,14413,262-118-1%$711.0K$701.9K-$9.1K2026-10-14
KG Capital Management
DECREASED13,07113,380-309-2%$717.3K$698.0K-$19.3K2026-10-15
Country Trust Bank
DECREASED13,05013,487-437-3%$723.0K$696.9K-$26.2K2026-10-30
KFA Private Wealth Group, LLC
DECREASED13,04113,278-237-2%$711.8K$696.4K-$15.4K2026-10-07
waypoint wealth counsel
DECREASED13,01513,087-72-1%$701.6K$695.0K-$6.6K2026-10-22
Astra Wealth Partners LLC
DECREASED12,93516,507-3,572-22%$884.9K$690.7K-$194.2K2026-11-06
Hopwood Financial Services, Inc.
UNCHANGED12,93312,93300%$693.3K$690.6K-$2.7K2026-10-29
JBGlobal.com LLC
UNCHANGED12,92112,92100%$692.7K$690.0K-$2.7K2026-10-13
Nikulski Financial, Inc.
INCREASED12,88311,401+1,482+13%$611.2K$688.0K+$76.7K2026-11-06
Wealth Preservation Advisors, LLC
INCREASED12,87212,422+450+4%$665.9K$687.4K+$21.4K2026-11-05
Florida Trust Wealth Management Co
INCREASED12,87012,848+22+0%$688.8K$687.3K-$1.5K2026-11-05
LongView Wealth Management
INCREASED12,83111,859+972+8%$635.8K$685.2K+$49.4K2026-10-19
Sherman Wealth Management LLC
INCREASED12,81612,770+46+0%$684.6K$684.4K-$2382026-10-16
Schmidt P J Investment Management Inc
UNCHANGED12,79712,79700%$686.0K$683.4K-$2.7K2026-11-02
Union Bancaire Privee, UBP SA
DECREASED12,78712,858-71-1%$688.7K$689.5K+$8162026-11-04
Diligent Investors, LLC
UNCHANGED12,76812,76800%$684.5K$681.8K-$2.7K2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED12,73612,741-50%$683.1K$686.2K+$3.2K2026-10-09
Signaturefd, LLC
INCREASED12,56012,170+390+3%$652.5K$670.7K+$18.3K2026-10-23
Conservest Capital Advisors, Inc.
NEW12,532—+12,532——$669.2K—2026-11-09
Acropolis Investment Management, LLC
INCREASED12,53012,527+3+0%$671.6K$669.1K-$2.5K2026-10-08
Pennsylvania Capital Management Inc
UNCHANGED12,40612,40600%$665.1K$662.5K-$2.6K2026-11-05
Burford Brothers, Inc.
INCREASED12,40012,098+302+3%$648.6K$662.2K+$13.6K2026-10-21
First Citizens Bank & Trust Co
INCREASED12,36712,253+114+1%$656.9K$660.4K+$3.5K2026-10-14
Viewpoint Capital Management LLC
INCREASED12,3527,742+4,610+60%$415.0K$659.6K+$244.5K2026-10-27
Caldwell Trust Co
DECREASED12,31612,578-262-2%$674.3K$657.7K-$16.6K2026-10-30
PCG Asset Management, LLC
DECREASED12,31451,843-39,529-76%$2.8M$657.6K-$2.1M2026-11-05
Adirondack Trust Co
DECREASED12,26812,884-616-5%$690.7K$655.1K-$35.6K2026-10-14
Principle Wealth Partners LLC
INCREASED12,25312,252+1+0%$656.9K$654.3K-$2.5K2026-11-02
Argyle Capital Partners, LLC
INCREASED12,22811,166+1,062+10%$598.6K$653.0K+$54.4K2026-10-23
High Point Wealth Management, LLC
INCREASED12,18511,455+730+6%$614.1K$650.7K+$36.6K2026-11-05
Anchor Investment Management, LLC
DECREASED12,18212,510-328-3%$670.6K$650.5K-$20.1K2026-11-10
Wealthcare Capital Partners, LLC
INCREASED12,14912,014+135+1%$644.1K$648.8K+$4.7K2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED12,14412,467-323-3%$668.3K$648.5K-$19.9K2026-10-08
Duncker Streett & Co Inc
INCREASED12,12611,616+510+4%$622.7K$647.5K+$24.8K2026-10-27
Chilton Capital Management LLC
UNCHANGED12,11412,11400%$649.4K$646.9K-$2.5K2026-10-28
McAdam, LLC
INCREASED12,05411,658+396+3%$625.0K$643.7K+$18.7K2026-10-21
Tempus Wealth Planning, LLC
DECREASED12,05012,314-264-2%$660.2K$643.5K-$16.7K2026-10-14
Essex Bank
UNCHANGED11,99111,99100%$642.8K$640.3K-$2.5K2026-10-16
Elevatus Welath Management
DECREASED11,97212,619-647-5%$676.5K$639.3K-$37.2K2026-10-19
Milestone Investment Advisors LLC
DECREASED11,80213,388-1,586-12%$717.7K$630.2K-$87.5K2026-11-05
Waystone Advisors LLC
UNCHANGED11,77311,77300%$631.1K$631.1K$02026-10-16
Cypress Wealth Services, LLC
INCREASED11,74411,734+10+0%$629.1K$634.3K+$5.2K2026-10-21
Curated Wealth Partners LLC
NEW11,723—+11,723——$626.0K—2026-10-15
Greystone Financial Group, LLC
DECREASED11,70411,771-67-1%$631.0K$625.0K-$6.1K2026-10-26
Creative Capital Management Investments LLC
UNCHANGED11,68811,68800%$626.6K$624.1K-$2.5K2026-10-28
Kaydan Wealth Management, Inc.
INCREASED11,62311,445+178+2%$613.6K$620.7K+$7.1K2026-10-08
Larry Mathis Financial Planning, LLC
INCREASED11,6004,446+7,154+161%$238.4K$619.4K+$381.1K2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED11,5928,315+3,277+39%$445.8K$619.0K+$173.2K2026-10-23
Hilltop National Bank
DECREASED11,57211,884-312-3%$637.1K$617.9K-$19.2K2026-10-14
CrossGen Wealth, LLC
DECREASED11,55811,567-90%$620.1K$617.2K-$2.9K2026-10-30
Key FInancial Inc
DECREASED11,51812,472-954-8%$668.6K$615.0K-$53.6K2026-11-02
SouthState Bank Corp
DECREASED11,51512,231-716-6%$655.7K$614.9K-$40.8K2026-11-09
Diversified Trust Co
NEW11,471—+11,471——$612.6K—2026-11-06
Fortis Capital Advisors, LLC
DECREASED11,45012,499-1,049-8%$670.1K$611.4K-$58.6K2026-11-09
Clear Harbor Asset Management, LLC
INCREASED11,40211,366+36+0%$609.4K$608.8K-$5032026-11-05
Strive Financial Group,LLC
INCREASED11,3633,320+8,043+242%$178.0K$606.8K+$428.8K2026-11-09
Biltmore Family Office, LLC
UNCHANGED11,30811,30800%$606.2K$603.8K-$2.4K2026-11-03
Indiana Trust & Investment Management Co
INCREASED11,2741,649+9,625+584%$88.4K$602.0K+$513.6K2026-10-22
Quadrant Capital Group LLC
UNCHANGED11,24811,24800%$603.0K$616.6K+$13.6K2026-10-20
Clay Northam Wealth Management, LLC
UNCHANGED11,24011,24000%$602.6K$600.2K-$2.4K2026-10-13
Legacy Wealth Asset Management, LLC
UNCHANGED11,19611,19600%$600.2K$597.9K-$2.3K2026-10-09
Lavelle Capital LP
UNCHANGED11,13311,13300%$596.8K$594.5K-$2.3K2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED11,12311,154-310%$598.0K$594.0K-$4.0K2026-10-27
Aviance Capital Partners, LLC
INCREASED11,07611,051+25+0%$592.4K$591.4K-$9862026-10-29
Swmg, LLC
DECREASED11,07511,772-697-6%$661.4K$627.4K-$34.0K2026-10-23
Guyasuta Investment Advisors Inc
INCREASED11,00410,904+100+1%$584.6K$587.6K+$3.1K2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED10,96510,943+22+0%$586.7K$585.5K-$1.1K2026-10-27
Coldstream Capital Management Inc
UNCHANGED10,94710,94700%$586.9K$584.6K-$2.3K2026-11-09
Lake Street Private Wealth, LLC
INCREASED10,94610,387+559+5%$556.9K$584.5K+$27.6K2026-10-22
Symmetry Partners, LLC
NEW10,920—+10,920——$583.1K—2026-10-27
Mitchell Sinkler & Starr
UNCHANGED10,86010,86000%$582.2K$579.9K-$2.3K2026-10-13
Flaharty Asset Management, LLC
DECREASED10,81247,506-36,694-77%$2.6M$578.3K-$2.1M2026-11-02
EPG Wealth Management LLC
DECREASED10,75514,407-3,652-25%$772.3K$574.3K-$198.0K2026-11-03
Blueprint Investment Partners LLC
DECREASED10,74013,164-2,424-18%$705.7K$573.5K-$132.2K2026-10-28
Aries Wealth Management
DECREASED10,73910,899-160-1%$584.3K$573.5K-$10.8K2026-10-23
Embree Financial Group
INCREASED10,65210,538+114+1%$564.9K$568.8K+$3.9K2026-10-22
Key Client Fiduciary Advisors, LLC
DECREASED10,54011,831-1,291-11%$634.2K$562.8K-$71.4K2026-10-19
Childress Capital Advisors, LLC
DECREASED10,45218,009-7,557-42%$965.5K$558.1K-$407.3K2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW10,439—+10,439——$558.1K—2026-10-15
Global Assets Advisory, LLC
INCREASED10,38110,205+176+2%$560.3K$559.2K-$1.1K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED10,3398,450+1,889+22%$453.0K$552.1K+$99.1K2026-10-22
Eagle Wealth Advisors LLC
UNCHANGED10,33110,33100%$553.8K$551.7K-$2.2K2026-10-20
Clarity Wealth Advisors, LLC
DECREASED10,32511,691-1,366-12%$626.8K$551.4K-$75.4K2026-10-21
Condor Capital Management
INCREASED10,3099,808+501+5%$525.8K$550.5K+$24.7K2026-11-06
Finward Bancorp
INCREASED10,22310,051+172+2%$538.8K$545.9K+$7.1K2026-10-14
Coyle Financial Counsel LLC
INCREASED10,20010,190+10+0%$546.3K$544.7K-$1.6K2026-10-28
Caldwell Sutter Capital, Inc.
UNCHANGED10,15710,15700%$544.5K$542.4K-$2.1K2026-11-09
Optivise Advisory Services LLC
DECREASED10,14210,165-230%$545.0K$541.6K-$3.4K2026-10-19
James Investment Research, Inc.
DECREASED10,12410,178-54-1%$545.6K$540.6K-$5.0K2026-10-22
Donaldson Capital Management, LLC
DECREASED10,12024,465-14,345-59%$1.3M$540.4K-$771.1K2026-11-09
PFG Advisors
DECREASED10,11610,526-410-4%$564.3K$540.2K-$24.1K2026-10-16
Titleist Asset Management, LLC
INCREASED10,0669,319+747+8%$499.6K$537.5K+$37.9K2026-10-08
J. Safra Sarasin Holding AG
INCREASED10,0545,021+5,033+100%$269.3K$536.9K+$267.6K2026-10-26
JMG Financial Group, Ltd.
UNCHANGED10,05410,05400%$539.0K$536.9K-$2.1K2026-11-10
Braun Stacey Associates Inc
INCREASED10,05310,003+50+1%$536.3K$536.8K+$5692026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED10,00010,00000%$536.1K$534.0K-$2.1K2026-10-23
Encompass More Asset Management
INCREASED9,9555,115+4,840+95%$274.2K$531.6K+$257.4K2026-10-16
Silver OAK Securities, Incorporated
INCREASED9,9543,511+6,443+184%$188.2K$569.0K+$380.7K2026-11-09
Lodestone Wealth Management LLC
DECREASED9,88610,245-359-3%$549.2K$527.9K-$21.3K2026-10-14
Bedel Financial Consulting, Inc.
DECREASED9,8089,922-114-1%$531.9K$523.8K-$8.2K2026-11-06
Fiduciary Alliance LLC
DECREASED9,59511,149-1,554-14%$597.7K$512.4K-$85.3K2026-10-13
HUB Investment Partners, LLC
INCREASED9,5899,370+219+2%$502.3K$512.0K+$9.7K2026-11-03
Quantum Financial Partners LLC
DECREASED9,5549,853-299-3%$528.2K$510.2K-$18.1K2026-10-19
Wealth Advisory Solutions, LLC
DECREASED9,5519,724-173-2%$521.3K$510.0K-$11.3K2026-10-20
WealthBridge Capital Management, LLC
INCREASED9,5329,405+127+1%$504.2K$509.0K+$4.8K2026-10-16
Wealth Architects, LLC
DECREASED9,5169,726-210-2%$521.4K$508.2K-$13.3K2026-11-03
Aprio Wealth Management, LLC
INCREASED9,5157,372+2,143+29%$395.2K$508.1K+$112.9K2026-10-28
Verus Capital Partners, LLC
DECREASED9,48741,076-31,589-77%$2.2M$506.6K-$1.7M2026-11-03
Two West Capital Advisors LLC
INCREASED9,4859,334+151+2%$523.1K$512.3K-$10.8K2026-10-15
Retirement Income Solutions, Inc
UNCHANGED9,4409,44000%$506.1K$504.1K-$2.0K2026-11-10
Meridian Financial Advisors, LLC
UNCHANGED9,4189,41800%$504.9K$502.9K-$2.0K2026-10-14
UMB Bank, n.a.
DECREASED9,3829,678-296-3%$518.8K$501.0K-$17.8K2026-11-06
Accurate Wealth Management, LLC
INCREASED9,3417,735+1,606+21%$430.9K$512.1K+$81.2K2026-10-20
Diversified Enterprises, LLC
INCREASED9,3419,318+23+0%$499.5K$498.8K-$7432026-10-19
Tiller Private Wealth, Inc.
DECREASED9,2929,332-400%$500.3K$496.2K-$4.1K2026-10-26
Raab & Moskowitz Asset Management LLC
UNCHANGED9,2849,28400%$497.7K$495.8K-$2.0K2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED9,2499,24900%$495.8K$493.9K-$1.9K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED9,2079,612-405-4%$515.3K$491.7K-$23.7K2026-11-04
Swiss RE LTD
NEW9,200—+9,200——$491.3K—2026-11-06
Nixon Peabody Trust Co
DECREASED9,1989,690-492-5%$519.5K$491.2K-$28.3K2026-10-23
Cornerstone Advisory, LLC
DECREASED9,19010,822-1,632-15%$580.2K$490.7K-$89.4K2026-11-06
AlphaStar Capital Management, LLC
INCREASED9,1868,549+637+7%$458.3K$490.5K+$32.2K2026-10-16
Arlington Trust Co LLC
INCREASED9,1468,888+258+3%$476.5K$488.4K+$11.9K2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED9,1149,11400%$488.6K$506.0K+$17.4K2026-10-22
Sharkey, Howes & Javer
INCREASED9,0529,049+3+0%$485.1K$483.4K-$1.7K2026-10-22
Mather Group, Llc.
INCREASED9,0425,389+3,653+68%$288.9K$482.8K+$193.9K2026-10-14
Ascent Group, LLC
DECREASED9,03815,916-6,878-43%$853.3K$482.6K-$370.6K2026-10-30
Tennessee Valley Asset Management Partners
DECREASED9,00710,448-1,441-14%$560.1K$481.0K-$79.1K2026-11-03
Levin Capital Strategies, L.P.
UNCHANGED9,0009,00000%$482.5K$480.6K-$1.9K2026-11-02
Carnegie Lake Advisors LLC
DECREASED8,9599,623-664-7%$515.9K$478.4K-$37.5K2026-11-06
Opinicus Capital, Inc.
DECREASED8,8749,210-336-4%$493.8K$473.9K-$19.9K2026-10-28
YHB Investment Advisors, Inc.
INCREASED8,8288,763+65+1%$469.8K$471.4K+$1.6K2026-10-08
Purkiss Capital Advisors LLC
INCREASED8,8168,750+66+1%$469.1K$470.8K+$1.7K2026-11-06
Cane Capital Partners, LLC
INCREASED8,7688,614+154+2%$461.8K$468.2K+$6.4K2026-10-23
Arta Finance Wealth Management LLC
NEW8,745—+8,745——$467.0K—2026-10-28
Grantvest Financial Group LLC
DECREASED8,73711,600-2,863-25%$621.9K$466.6K-$155.3K2026-10-21
Town Capital LLC
INCREASED8,7147,252+1,462+20%$388.8K$465.3K+$76.5K2026-11-03
Burling Wealth Partners, LLC
UNCHANGED8,7128,71200%$467.1K$465.2K-$1.8K2026-11-09
Atticus Wealth Management, LLC
DECREASED8,6959,074-379-4%$486.5K$464.3K-$22.1K2026-10-20
Ellevest, Inc.
UNCHANGED8,6798,67900%$370.9K$370.0K-$8772026-11-10
Destiny Capital Corp
UNCHANGED8,6158,61500%$461.9K$460.0K-$1.8K2026-11-03
HMV Wealth Advisors, LLC
UNCHANGED8,5928,59200%$460.6K$458.8K-$1.8K2026-10-27
Independence Bank of Kentucky
INCREASED8,5907,995+595+7%$428.6K$458.7K+$30.1K2026-10-26
Agate Pass Investment Management, LLC
UNCHANGED8,5908,59000%$460.5K$458.7K-$1.8K2026-10-20
Cornerstone Advisors Asset Management, LLC
NEW8,576—+8,576——$458.0K—2026-11-06
Perryman Financial Advisory Inc
INCREASED8,5258,494+31+0%$455.4K$455.2K-$1382026-10-16
Elco Management Co., LLC
UNCHANGED8,5058,50500%$456.0K$454.2K-$1.8K2026-10-14
Black Diamond Financial, LLC
INCREASED8,4816,621+1,860+28%$355.0K$452.9K+$97.9K2026-10-26
Polaris Investment Advisors, LLC
DECREASED8,34012,211-3,871-32%$654.7K$445.4K-$209.3K2026-10-20
Spinnaker Investment Group, LLC
UNCHANGED8,3338,33300%$446.7K$445.0K-$1.8K2026-10-13
Legacy Private Trust Co.
DECREASED8,3099,049-740-8%$485.1K$443.7K-$41.4K2026-10-06
Romano Brothers and Company
UNCHANGED8,2878,28700%$444.3K$442.5K-$1.7K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED8,2808,262+18+0%$442.9K$442.2K-$7742026-10-29
FSM Wealth Advisors, LLC
UNCHANGED8,2488,24800%$442.2K$447.3K+$5.1K2026-10-27
Salem Investment Counselors Inc
DECREASED8,2288,258-300%$442.7K$439.4K-$3.3K2026-10-13
Facet Wealth, Inc.
INCREASED8,2208,087+133+2%$433.5K$438.9K+$5.4K2026-11-04
Carret Asset Management, LLC
DECREASED8,1608,258-98-1%$442.7K$435.7K-$7.0K2026-11-04
Southland Equity Partners LLC
DECREASED8,1588,187-290%$438.9K$435.6K-$3.3K2026-10-14
Aurora Private Wealth, Inc.
INCREASED8,1558,010+145+2%$429.0K$435-$428.6K2026-10-20
Tactive Advisors, LLC
DECREASED8,1308,350-220-3%$447.6K$434.1K-$13.5K2026-10-08
Integral Investment Advisors, Inc.
DECREASED8,1079,552-1,445-15%$512.1K$432.9K-$79.2K2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED8,0763,076+5,000+163%$164.9K$431.3K+$266.4K2026-10-29
First Growth Capital LLC
UNCHANGED8,0538,05300%$431.7K$430.0K-$1.7K2026-10-15
tru Independence LLC
INCREASED8,0358,013+22+0%$429.6K$429.1K-$5002026-10-20
IPG Investment Advisors LLC
INCREASED8,0256,650+1,375+21%$356.5K$428.5K+$72.0K2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED8,0088,321-313-4%$446.1K$427.6K-$18.5K2026-11-04
Cowa, LLC
UNCHANGED8,0008,00000%$428.9K$427.2K-$1.7K2026-10-30
Portfolio Resources Advisor Group, Inc.
DECREASED7,97314,390-6,417-45%$771.4K$425.8K-$345.7K2026-10-20
American State Bank (Iowa)
DECREASED7,9507,997-47-1%$428.7K$424.5K-$4.2K2026-11-03
Forum Financial Management, LP
INCREASED7,9307,775+155+2%$416.8K$423.4K+$6.7K2026-10-16
Fiduciary Financial Group, LLC
UNCHANGED7,9297,92900%$425.1K$423.4K-$1.7K2026-10-13
Waterway Wealth Management, LLC
INCREASED7,9096,789+1,120+17%$363.9K$422.4K+$58.4K2026-10-28
Advisor OS, LLC
INCREASED7,8947,644+250+3%$409.8K$421.5K+$11.7K2026-11-03
Atlas Private Wealth Advisors
DECREASED7,88710,120-2,233-22%$542.5K$421.2K-$121.4K2026-10-23
CMH Wealth Management LLC
DECREASED7,8758,190-315-4%$439.1K$420.5K-$18.5K2026-10-22
Kathmere Capital Management, LLC
DECREASED7,8718,266-395-5%$443.1K$420.3K-$22.8K2026-10-20
Winthrop Advisory Group LLC
DECREASED7,86312,079-4,216-35%$647.6K$419.9K-$227.7K2026-10-22
Chapin Davis, Inc.
INCREASED7,8327,328+504+7%$392.8K$418.2K+$25.4K2026-10-09
Pettinga Financial Advisors LLC
DECREASED7,78212,695-4,913-39%$680.6K$415.6K-$265.0K2026-10-13
Sageworth Trust Co
UNCHANGED7,7207,72000%$413.9K$412.2K-$1.6K2026-10-30
United Community Bank
UNCHANGED7,7087,70800%$413.2K$411.6K-$1.6K2026-10-28
Berkshire Asset Management LLC
UNCHANGED7,6847,68400%$411.9K$410.3K-$1.6K2026-11-10
Signature Equity Partners, LLC
DECREASED7,6238,224-601-7%$440.9K$407.1K-$33.8K2026-10-29
Fortem Financial Group, LLC
DECREASED7,5667,576-100%$406.1K$404.0K-$2.1K2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED7,5247,083+441+6%$379.7K$401.8K+$22.1K2026-10-15
Canton Hathaway, LLC
INCREASED7,5126,316+1,196+19%$338.6K$401.1K+$62.5K2026-10-23
MSH Capital Advisors LLC
DECREASED7,5097,785-276-4%$417.4K$401.0K-$16.4K2026-11-03
Richardson Capital Management LLC
UNCHANGED7,5097,50900%$402.6K$401.0K-$1.6K2026-10-23
Warner Group LLC
UNCHANGED7,4727,47200%$400.6K$399.0K-$1.6K2026-11-09
Scheeler Financial LLC
NEW7,461—+7,461——$398.4K—2026-10-13
Traynor Capital Management, Inc.
DECREASED7,4587,662-204-3%$410.8K$398.3K-$12.5K2026-10-29
Aspen Investment Management Inc
DECREASED7,4537,458-50%$400$398-$22026-11-05
HCR Wealth Advisors
DECREASED7,4528,067-615-8%$432.5K$397.9K-$34.5K2026-10-15
Collaborative Wealth Managment Inc.
INCREASED7,4037,288+115+2%$390.7K$395.3K+$4.6K2026-11-06
Smithbridge Asset Management Inc
DECREASED7,3998,056-657-8%$431.9K$395.1K-$36.8K2026-10-19
Measured Wealth Private Client Group, LLC
DECREASED7,3838,827-1,444-16%$473.2K$394.3K-$79.0K2026-11-10
Cove Private Wealth, LLC
UNCHANGED7,3717,37100%$395.2K$393.6K-$1.5K2026-10-28
Sage Capital Advisors,llc
UNCHANGED7,3407,34000%$393.5K$392.0K-$1.5K2026-10-13
Freedom Investment Management, Inc.
INCREASED7,3326,555+777+12%$351.4K$391.5K+$40.1K2026-11-09
Harbor Asset Planning, Inc.
INCREASED7,3257,299+26+0%$391.3K$391.1K-$1452026-10-23
Resonant Capital Advisors, LLC
UNCHANGED7,3107,31000%$391.9K$390.4K-$1.5K2026-10-15
DWM Financial Group, Inc.
DECREASED7,3027,479-177-2%$409.6K$389.9K-$19.7K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED7,3007,30000%$391.4K$389.8K-$1.5K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED7,2986,979+319+5%$374.1K$389.7K+$15.6K2026-10-19
Sage Financial Group Inc
NEW7,243—+7,243——$386.8K—2026-10-27
Fusion Capital, LLC
INCREASED7,2377,216+21+0%$386.9K$386.4K-$4062026-10-28
Register Financial Advisors LLC
INCREASED7,2347,114+120+2%$381.4K$386.3K+$4.9K2026-10-23
Lewis Asset Management, LLC
INCREASED7,2297,228+1+0%$387.5K$386.1K-$1.5K2026-10-14
Clark Asset Management, LLC
DECREASED7,2267,385-159-2%$395.9K$385.9K-$10.0K2026-10-19
SMI Advisory Services, LLC
INCREASED7,2246,897+327+5%$387.2K$395.4K+$8.2K2026-10-13
Calamos Wealth Management LLC
UNCHANGED7,2147,21400%$386.7K$385.2K-$1.5K2026-11-02
International Private Wealth Advisors LLC
INCREASED7,2106,683+527+8%$358.3K$385.0K+$26.7K2026-11-05
Accredited Investors Inc.
UNCHANGED7,2047,20400%$386.2K$384.7K-$1.5K2026-11-03
Centerpoint Advisory Group
INCREASED7,1766,951+225+3%$372.7K$383.2K+$10.6K2026-10-23
Formidable Asset Management, LLC
UNCHANGED7,1697,16900%$353.9K$384.3K+$30.4K2026-11-03
Bokf, NA
DECREASED7,1657,435-270-4%$398.6K$382.6K-$16.0K2026-10-27
Murphy & Mullick Capital Management Corp
INCREASED7,1157,008+107+2%$375.7K$380.0K+$4.3K2026-11-02
Farmers & Merchants Investments Inc
DECREASED7,1107,133-230%$382.4K$379.7K-$2.7K2026-10-22
Endeavor Private Wealth, Inc.
DECREASED7,09710,186-3,089-30%$546.0K$379.0K-$167.1K2026-11-05
Vertrix Wealth Management, LLC
DECREASED7,0958,580-1,485-17%$460.0K$378.9K-$81.1K2026-10-13
Cordoba Advisory Partners LLC
UNCHANGED7,0187,01800%$376.2K$374.8K-$1.5K2026-10-19
Tannin Capital LLC
DECREASED6,9857,491-506-7%$401.6K$373.0K-$28.6K2026-11-05
Magnolia Capital Management LTD
UNCHANGED6,9556,95500%$373$371-$22026-10-09
TigerOak Management, L.L.C.
UNCHANGED6,8696,86900%$368.2K$366.8K-$1.4K2026-10-23
Manchester Capital Management LLC
UNCHANGED6,8576,85700%$367.6K$366.2K-$1.4K2026-10-22
SkyOak Wealth, LLC
DECREASED6,8316,881-50-1%$368.9K$364.8K-$4.1K2026-10-28
Gratus Wealth Advisors, LLC
UNCHANGED6,7976,79700%$364.4K$363.0K-$1.4K2026-10-26
Juncture Wealth Strategies, LLC
INCREASED6,7946,405+389+6%$343.4K$362.8K+$19.4K2026-10-06
Tortuga Wealth Management, Inc
INCREASED6,7706,473+297+5%$347.0K$361.8K+$14.8K2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED6,7486,74800%$361.8K$360.3K-$1.4K2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED6,7406,893-153-2%$239.1K$358-$238.8K2026-11-04
Americana Partners, LLC
DECREASED6,7327,143-411-6%$383.0K$359.5K-$23.5K2026-10-28
Mattern Wealth Management LLC
UNCHANGED6,7266,72600%$360.6K$359.2K-$1.4K2026-11-04
Investment Advisory Services Inc
INCREASED6,7226,712+10+0%$359.9K$358.9K-$9132026-10-27
Aull & Monroe Investment Management Corp
UNCHANGED6,7096,70900%$359.7K$358.3K-$1.4K2026-10-16
First United Bank & Trust
INCREASED6,6966,557+139+2%$351.5K$357.6K+$6.0K2026-10-22
Herold Advisors, Inc.
DECREASED6,6947,693-999-13%$411.0K$357.5K-$53.5K2026-10-19
BIP Wealth, LLC
DECREASED6,6667,304-638-9%$391.6K$356.0K-$35.6K2026-10-22
LifeSteps Financial, Inc.
DECREASED6,6637,564-901-12%$405.5K$355.8K-$49.7K2026-10-15
Omnitrust Wealth Management, Inc
NEW6,654—+6,654——$355.3K—2026-11-02
Delta Capital Management LLC
UNCHANGED6,6506,65000%$357$355-$22026-10-16
Clarity Capital Advisors, LLC
UNCHANGED6,5766,57600%$352.5K$351.2K-$1.4K2026-10-27
Analyst IMS Investment Management Services Ltd.
DECREASED6,5756,745-170-3%$362.0K$351-$361.6K2026-11-05
Smith Thornton Advisors LLC
UNCHANGED6,5626,56200%$367.9K$350.4K-$17.5K2026-10-16
Highline Wealth Partners LLC
UNCHANGED6,5086,50800%$348.9K$347.5K-$1.4K2026-10-19
Carlson Financial, Inc.
INCREASED6,5046,477+27+0%$347.5K$347.3K-$1932026-11-05
Procyon Advisors, LLC
DECREASED6,4856,657-172-3%$356.9K$346.3K-$10.6K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED6,4824,108+2,374+58%$220.2K$346.2K+$125.9K2026-10-14
TrustBank
DECREASED6,4776,577-100-2%$352.6K$345.9K-$6.7K2026-10-20
Gradient Capital Advisors, LLC
DECREASED6,4496,896-447-6%$369.7K$344.4K-$25.3K2026-10-21
Patriot Investment Management Group, Inc.
DECREASED6,4437,586-1,143-15%$406.7K$344.1K-$62.6K2026-10-15
Roman Butler Fullerton & Co
DECREASED6,4277,310-883-12%$409.9K$353.9K-$56.0K2026-10-27
SFE Investment Counsel
DECREASED6,4106,484-74-1%$347.6K$342.3K-$5.3K2026-10-29
Total Wealth Planning & Management, Inc.
DECREASED6,37611,805-5,429-46%$632.9K$340.5K-$292.4K2026-10-23
Private Wealth Partners, LLC
INCREASED6,3754,175+2,200+53%$223.8K$340.4K+$116.6K2026-10-22
Holland Advisory Services, Inc.
UNCHANGED6,3706,37000%$341.5K$340.2K-$1.3K2026-10-26
T3 Companies, LLC
NEW6,359—+6,359——$339.6K—2026-10-22
First County Bank
UNCHANGED6,3366,33600%$339.7K$338.3K-$1.3K2026-10-13
Tepp RIA, LLC
DECREASED6,33565,003-58,668-90%$3.5M$338.3K-$3.1M2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED6,3124,705+1,607+34%$252.2K$337.1K+$84.8K2026-10-13
Arbor Investment Advisors, LLC
INCREASED6,2785,924+354+6%$317.6K$335.2K+$17.7K2026-10-26
Jm2 Capital Inc.
INCREASED6,2606,245+15+0%$334.8K$334.3K-$4732026-10-14
Central Bank & Trust Co
UNCHANGED6,2586,25800%$335.5K$334.2K-$1.3K2026-10-09
Fiscal Wisdom Wealth Management, LLC
INCREASED6,2285,871+357+6%$314.7K$332.6K+$17.8K2026-10-16
Arista Wealth Management, LLC
UNCHANGED6,2156,21500%$333.2K$331.9K-$1.3K2026-10-29
Lighthouse Financial LLC
UNCHANGED6,2116,21100%$333.0K$331.7K-$1.3K2026-10-23
Strategic Advisors LLC
INCREASED6,1886,100+88+1%$327.0K$330.4K+$3.4K2026-10-13
Steinberganna Wealth Management
UNCHANGED6,1756,17500%$331.0K$329.7K-$1.3K2026-10-23
Wealth Alliance Advisory Group, LLC
INCREASED6,1715,156+1,015+20%$276.4K$329.5K+$53.1K2026-10-14
CRA Financial Services, LLC
INCREASED6,1636,154+9+0%$329.9K$329.1K-$8372026-10-16
Harmony Asset Management LLC
INCREASED6,1286,127+1+0%$328.5K$327.2K-$1.2K2026-10-20
Wernau Asset Management Inc.
UNCHANGED6,1226,12200%$328.2K$326.9K-$1.3K2026-10-19
Cpwa, LLC
INCREASED6,0725,570+502+9%$298.6K$334.3K+$35.7K2026-11-04
Legacy Edge Advisors, LLC
DECREASED6,0726,153-81-1%$329.9K$324.2K-$5.6K2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED6,0656,361-296-5%$341.0K$323.9K-$17.1K2026-11-02
InTrack Investment Management Inc
INCREASED6,0265,747+279+5%$308.1K$321.8K+$13.7K2026-10-15
Sterling Investment Management, LLC
DECREASED6,0236,048-250%$324.2K$321.6K-$2.6K2026-10-16
Alterna Wealth Management, Inc
DECREASED5,9706,366-396-6%$341.3K$318.8K-$22.5K2026-10-27
Sonata Capital Group Inc
UNCHANGED5,9005,90000%$316.3K$315.1K-$1.2K2026-10-19
First Heartland Consultants, Inc.
DECREASED5,8736,173-300-5%$330.9K$313.6K-$17.3K2026-10-08
Bayban
UNCHANGED5,8515,85100%$313.7K$313.7K$02026-11-05
Solutions 4 Wealth, Ltd
INCREASED5,8355,542+293+5%$297.1K$311.6K+$14.5K2026-11-03
Horrell Capital Management, Inc.
UNCHANGED5,8325,83200%$312.7K$311.4K-$1.2K2026-10-08
Wealth Effects LLC
INCREASED5,8265,288+538+10%$283.5K$311.1K+$27.6K2026-10-23
GEM Asset Management, LLC
INCREASED5,8113,962+1,849+47%$212.4K$310.3K+$97.9K2026-10-13
First National Bank & Trust Co of Newtown
UNCHANGED5,8015,80100%$330.2K$327.8K-$2.4K2026-11-09
Karnit Road Accident Victims Compensation Fund
NEW5,780—+5,780——$308.7K—2026-11-04
Spartan Planning & Wealth Management
DECREASED5,7755,924-149-3%$317.6K$308.4K-$9.2K2026-10-13
Pinnacle Financial Group, LLC / IL
INCREASED5,7585,689+69+1%$305.0K$307.5K+$2.5K2026-10-29
Obermeyer Wealth Partners
NEW5,754—+5,754——$307.3K—2026-10-21
Annis Gardner Whiting Capital Advisors, LLC
UNCHANGED5,7505,75000%$308.3K$307.1K-$1.2K2026-11-09
SilverOak Wealth Management LLC
DECREASED5,7275,766-39-1%$309.1K$305.8K-$3.3K2026-10-29
Lionshead Wealth Management, LLC
UNCHANGED5,7245,72400%$306.9K$305.7K-$1.2K2026-10-21
Purewater Capital LLC
DECREASED5,7205,814-94-2%$311.7K$305.5K-$6.2K2026-10-23
McHugh Group, LLC
UNCHANGED5,7005,70000%$305.6K$304.4K-$1.2K2026-10-19
Grandview Asset Management LLC
DECREASED5,6787,965-2,287-29%$427.0K$303.2K-$123.8K2026-10-19
Cape Investment Advisory, Inc.
INCREASED5,6751,966+3,709+189%$105.4K$303.1K+$197.7K2026-10-13
Adamsbrown Wealth Consultants LLC
INCREASED5,6705,654+16+0%$303.1K$302.8K-$3142026-10-20
Eubel Brady & Suttman Asset Management Inc
UNCHANGED5,6655,66500%$304.0K$303-$303.7K2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED5,6556,038-383-6%$323.7K$302.0K-$21.7K2026-10-16
Uhlmann Price Securities, LLC
NEW5,652—+5,652——$301.8K—2026-11-03
King Luther Capital Management Corp
UNCHANGED5,5975,59700%$300.1K$298.9K-$1.2K2026-11-05
Private Client Services, LLC
NEW5,590—+5,590——$298.5K—2026-10-02
Acorn Wealth Advisors, LLC
INCREASED5,5825,559+23+0%$298.0K$298.1K+$392026-10-19
Community Bank, N.A.
UNCHANGED5,5265,52600%$296.2K$295.1K-$1.2K2026-11-06
Third View Private Wealth, LLC
INCREASED5,5105,509+1+0%$295.3K$294.2K-$1.1K2026-10-30
Blue Water Asset Management
INCREASED5,5085,488+20+0%$294.2K$294.1K-$1022026-11-04
Cullen Capital Management, LLC
INCREASED5,4935,296+197+4%$283.9K$293.3K+$9.4K2026-11-10
United Advisor Group, LLC
DECREASED5,4905,782-292-5%$310.0K$293.2K-$16.8K2026-11-03
River Wealth Advisors LLC
DECREASED5,4896,563-1,074-16%$351.8K$293.1K-$58.7K2026-11-09
Pictet North America Advisors SA
UNCHANGED5,4675,46700%$293.1K$291.9K-$1.1K2026-10-21
Rare Wolf Capital LLC
UNCHANGED5,4375,43700%$291.5K$290.3K-$1.1K2026-10-20
Lifetime Wealth Management P.C.
UNCHANGED5,4095,40900%$290.0K$288.8K-$1.1K2026-10-29
Byrne Asset Management LLC
INCREASED5,4035,139+264+5%$275.5K$288.8K+$13.3K2026-10-06
Elevated Capital Advisors, LLC
DECREASED5,3465,349-30%$286.8K$285.5K-$1.3K2026-11-04
American National Bank & Trust
INCREASED5,3405,151+189+4%$276.1K$285.2K+$9.0K2026-10-07
Quent Capital, LLC
INCREASED5,3363,346+1,990+59%$179.4K$305.0K+$125.6K2026-11-09
Carl P. Sherr & Co., LLC
UNCHANGED5,2805,28000%$283.1K$282.0K-$1.1K2026-11-06
Marion Wealth Management
UNCHANGED5,2525,25200%$281.6K$280.5K-$1.1K2026-10-22
Narwhal Capital Management
UNCHANGED5,2505,25000%$281.5K$280.4K-$1.1K2026-11-04
Riggs Asset Managment Co. Inc.
NEW5,248—+5,248——$280.2K—2026-11-05
Nova Financial LLC
NEW5,244—+5,244——$280.0K—2026-11-04
Flagstone Financial Management
UNCHANGED5,2275,22700%$280.2K$279.1K-$1.1K2026-11-05
Rockbridge Investment Management, LCC
DECREASED5,2105,292-82-2%$283.7K$278.2K-$5.5K2026-11-10
Arwa LLC
DECREASED5,1826,199-1,017-16%$351.8K$284.1K-$67.7K2026-10-21
Straight Path Wealth Management
DECREASED5,1546,129-975-16%$328.6K$275.2K-$53.4K2026-10-23
Whalen Wealth Management Inc.
NEW5,140—+5,140——$274.5K—2026-10-08
Gerald Baker Financial Group LLC
INCREASED5,0955,088+7+0%$272.8K$272.1K-$6642026-10-09
Avalon Capital Management
UNCHANGED5,0815,08100%$272.4K$271.3K-$1.1K2026-11-04
Financial Partners Group, Inc
DECREASED5,0615,085-240%$272.6K$270.3K-$2.3K2026-10-19
Summit Financial Strategies, Inc.
DECREASED5,0415,184-143-3%$277.9K$269.2K-$8.7K2026-10-14
Midwest Financial Group LLC
DECREASED5,0385,139-101-2%$275.5K$269.0K-$6.4K2026-10-15
Maia Wealth LLC
DECREASED5,0366,589-1,553-24%$353.2K$268.9K-$84.3K2026-10-19
Howard Financial Services, Ltd.
INCREASED5,0364,150+886+21%$222.5K$268.9K+$46.4K2026-10-15
Arcataur Capital Management LLC
UNCHANGED5,0315,03100%$269.7K$268.7K-$1.1K2026-10-21
Fell Capital Management
UNCHANGED5,0255,02500%$269.4K$268.3K-$1.1K2026-10-09
Patrick M Sweeney & Associates, Inc
INCREASED4,9894,924+65+1%$264.0K$266.4K+$2.4K2026-10-22
Gray Private Wealth, LLC
UNCHANGED4,9884,98800%$267.4K$266.4K-$1.0K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED4,9864,98600%$267.3K$266.3K-$1.0K2026-10-21
BridgePort Financial Solutions, LLC
NEW4,961—+4,961——$264.9K—2026-11-02
Aegis Wealth Management, Inc.
INCREASED4,9483,767+1,181+31%$201.9K$264.2K+$62.3K2026-10-26
Hourglass Capital, LLC
UNCHANGED4,9374,93700%$264.7K$263.6K-$1.0K2026-10-26
Apella Capital, LLC
INCREASED4,9153,614+1,301+36%$202.5K$264.2K+$61.6K2026-10-08
OFS Enterprise LLC
INCREASED4,9074,902+5+0%$262.8K$262.0K-$7562026-10-16
Elm3 Financial Group, LLC
NEW4,900—+4,900——$261.7K—2026-10-07
Fulton Bank, N.A.
NEW4,890—+4,890——$261.1K—2026-10-14
Sloy Dahl & Holst, LLC
UNCHANGED4,8594,85900%$260.5K$259.5K-$1.0K2026-10-14
Wulff, Hansen & Co.
UNCHANGED4,8554,85500%$260.3K$259.3K-$1.0K2026-11-09
First Financial Bankshares Inc
UNCHANGED4,8464,84600%$259.8K$258.8K-$1.0K2026-11-10
Valley Wealth Managers, Inc.
INCREASED4,8214,377+444+10%$234.7K$257.4K+$22.8K2026-10-09
Members Wealth LLC
DECREASED4,7924,807-150%$257.7K$257.6K-$1332026-10-20
Coquina Private Wealth LLC
DECREASED4,7865,263-477-9%$282.1K$255.6K-$26.6K2026-10-27
Beacon Capital Management, LLC
DECREASED4,7805,050-270-5%$270.7K$255.2K-$15.5K2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED4,7384,73800%$254.0K$253-$253.7K2026-11-05
MFG Investments, LLC
NEW4,737—+4,737——$253.0K—2026-10-30
RPG Investment Advisory, LLC
DECREASED4,73510,415-5,680-55%$558.3K$252.8K-$305.5K2026-10-21
Diversified Portfolios, Inc.
UNCHANGED4,7264,72600%$253.4K$252.4K-$9932026-11-04
Aspen Wealth Management LLC
NEW4,699—+4,699——$251.0K—2026-10-14
Ironwood Investment Counsel, LLC
INCREASED4,6854,683+2+0%$251.1K$250.2K-$8922026-11-10
Washburn Capital Management, Inc.
DECREASED4,6605,185-525-10%$278.0K$248.8K-$29.1K2026-10-19
PUREfi Wealth, LLC
INCREASED4,6503,895+755+19%$208.8K$248.3K+$39.5K2026-10-19
RFG Holdings, Inc.
UNCHANGED4,6244,62400%$247.9K$246.9K-$9712026-10-30
Clear Wave Wealth Management LLC
DECREASED4,6145,023-409-8%$269.3K$246.4K-$22.9K2026-11-04
AUA Capital Management, LLC
UNCHANGED4,5964,59600%$246.4K$245.4K-$9662026-10-15
Financial Solutions Advisory Group, Inc.
DECREASED4,5714,671-100-2%$259.4K$253.8K-$5.6K2026-10-28
Bison Wealth, LLC
INCREASED4,5654,147+418+10%$232.8K$251.3K+$18.5K2026-10-13
May Hill Capital, LLC
NEW4,561—+4,561——$243.6K—2026-11-03
Rockwood Wealth Management, LLC
DECREASED4,5514,756-205-4%$255.0K$243.0K-$12.0K2026-10-27
Amicus Financial Advisors, LLC
INCREASED4,5414,528+13+0%$242.8K$242.5K-$2562026-11-03
Eastern Bank
DECREASED4,5255,431-906-17%$291.2K$241.6K-$49.5K2026-10-05
Capital Square, LLC
INCREASED4,5154,506+9+0%$251.1K$241.1K-$9.9K2026-10-19
GLR Partners, LLC
DECREASED4,5056,965-2,460-35%$373.4K$240.6K-$132.8K2026-11-04
Marks Group Wealth Management, Inc
DECREASED4,5035,645-1,142-20%$302.6K$240.5K-$62.2K2026-11-05
Legacy Financial Independent Advisors LLC
DECREASED4,4674,622-155-3%$247.8K$238.5K-$9.2K2026-11-02
Gryphon Financial Partners LLC
DECREASED4,4544,687-233-5%$251.2K$237.8K-$13.4K2026-11-04
1834 Investment Advisors Co
DECREASED4,4496,014-1,565-26%$322.4K$237.6K-$84.8K2026-10-16
Lazari Capital Management, Inc.
UNCHANGED4,4174,41700%$236.8K$235.9K-$8892026-10-20
Mlp3, LLC
INCREASED4,3994,398+1+0%$235.8K$234.9K-$8982026-10-22
True Link Financial Advisors, LLC
NEW4,387—+4,387——$234.3K—2026-10-27
Sweeney & Michel, LLC
INCREASED4,3704,355+15+0%$250.8K$233.4K-$17.5K2026-10-16
Plancorp, LLC
NEW4,355—+4,355——$246.1K—2026-11-03
Regatta Capital Group, LLC
INCREASED4,3414,126+215+5%$221.2K$231.8K+$10.6K2026-10-23
1900 Wealth Management LLC
DECREASED4,3405,048-708-14%$270.6K$231.8K-$38.9K2026-10-13
Regent Peak Wealth Advisors LLC
UNCHANGED4,3334,33300%$232.3K$231.4K-$9102026-10-13
Allen Mooney & Barnes Investment Advisors LLC
INCREASED4,3124,104+208+5%$220.0K$230.3K+$10.3K2026-10-08
Searle & Co.
UNCHANGED4,3024,30200%$230.6K$229.7K-$9032026-11-04
KRS Capital Management, LLC
DECREASED4,3004,400-100-2%$235.9K$229.6K-$6.3K2026-10-16
Sage Mountain Advisors LLC
UNCHANGED4,2944,29400%$230.2K$229.3K-$9012026-11-02
Sage Capital Management, LLC
UNCHANGED4,2934,29300%$230.1K$229.2K-$9032026-10-20
Clifford Swan Investment Counsel LLC
INCREASED4,2924,008+284+7%$214.9K$229.2K+$14.3K2026-11-05
Linscomb Wealth, Inc.
DECREASED4,2704,363-93-2%$233.9K$228.0K-$5.9K2026-11-05
Greenwood Capital Associates LLC
UNCHANGED4,2614,26100%$228.4K$227.5K-$8952026-10-27
Crown Wealth Group, LLC
NEW4,257—+4,257——$227.3K—2026-10-19
PW Nova Financial Services LLC
DECREASED4,2314,834-603-12%$259.1K$225.9K-$33.2K2026-10-15
Smith & Howard Wealth Management, LLC
UNCHANGED4,2264,22600%$226.6K$225.7K-$8882026-10-27
Concentrum Wealth Management
NEW4,208—+4,208——$224.7K—2026-11-09
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED4,2064,20600%$225.5K$224.6K-$8842026-10-26
National Wealth Management Group, LLC
DECREASED4,2044,452-248-6%$238.7K$224.5K-$14.1K2026-10-26
Benedict Financial Advisors Inc
DECREASED4,1884,360-172-4%$233.7K$223.6K-$10.1K2026-10-07
Kuhn & Co Investment Counsel
NEW4,183—+4,183——$223.4K—2026-10-29
Waterfront Wealth Inc.
INCREASED4,1803,593+587+16%$200.2K$232.5K+$32.4K2026-11-03
Naples Global Advisors, LLC
UNCHANGED4,1724,17200%$223.7K$222.8K-$8762026-11-05
AA Financial Advisors, LLC
INCREASED4,1674,165+2+0%$223.3K$222.5K-$7422026-10-19
Able Wealth Management LLC
INCREASED4,1614,160+1+0%$223.0K$224.2K+$1.2K2026-10-13
Convergence Financial, LLC
NEW4,147—+4,147——$221.4K—2026-10-27
Pacific Center for Financial Services
INCREASED4,1334,122+11+0%$221.0K$220.7K-$2752026-10-15
USA Financial Formulas
NEW4,118—+4,118——$219.9K—2026-10-16
Graves Light Lenhart Wealth, Inc.
UNCHANGED4,1164,11600%$220.7K$219.8K-$8652026-10-09
TFO Wealth Partners, LLC
INCREASED4,1144,016+98+2%$215.3K$219.7K+$4.4K2026-11-09
SmartHarvest Portfolios, LLC
DECREASED4,1127,889-3,777-48%$422.9K$219.6K-$203.3K2026-10-26
NBH Bank
UNCHANGED4,0974,09700%$219.6K$218.8K-$8602026-11-05
Clarity Retirement & Wealth, LLC
INCREASED4,0853,846+239+6%$206.2K$218.1K+$12.0K2026-11-04
W Advisors, LLC
UNCHANGED4,0594,05900%$217.6K$216.8K-$8522026-11-02
Gerber, LLC
INCREASED4,0514,043+8+0%$216.7K$216.3K-$4242026-10-21
Leo Wealth, LLC
NEW4,046—+4,046——$216.1K—2026-10-26
Weaver Consulting Group
DECREASED4,0294,429-400-9%$237.4K$215.1K-$22.3K2026-10-07
Peoples Financial Services Corp.
DECREASED4,0204,538-518-11%$243.3K$214.7K-$28.6K2026-10-20
Parsons Capital Management Inc
UNCHANGED4,0204,02000%$215.5K$214.6K-$8492026-10-28
Thompson Investment Management, Inc.
UNCHANGED4,0014,00100%$214.5K$213.7K-$8412026-10-14
Parcion Private Wealth LLC
DECREASED4,0004,288-288-7%$229.9K$213.6K-$16.3K2026-10-28
WMS Group LLC
UNCHANGED4,0004,00000%$214.4K$213.6K-$8402026-11-06
Atlas Brown,Inc.
INCREASED3,9933,985+8+0%$213.6K$213.2K-$4102026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED3,9794,358-379-9%$233.6K$212.5K-$21.2K2026-10-22
Sawgrass Asset Management LLC
UNCHANGED3,9753,97500%$213.1K$212.3K-$8352026-11-03
Vericrest Private Wealth
UNCHANGED3,9703,97000%$212.8K$212.0K-$8342026-10-21
Gemmer Asset Management LLC
UNCHANGED3,9523,95200%$211.9K$211.0K-$8302026-10-16
Berkshire Money Management, Inc.
NEW3,928—+3,928——$209.7K—2026-10-21
Arsenal Capital Advisors LLC
INCREASED3,9043,765+139+4%$201.8K$208.4K+$6.6K2026-11-02
Investment Insight Wealth Management, LLC
DECREASED3,8724,045-173-4%$216.9K$206.8K-$10.1K2026-10-30
Manchester Financial Inc
NEW3,846—+3,846——$205.4K—2026-10-15
Woodstock Corp
DECREASED3,8363,839-30%$205.8K$204.8K-$9822026-10-13
One Day In July LLC
UNCHANGED3,8263,82600%$205.1K$204.3K-$8042026-10-30
Myecfo, LLC
UNCHANGED3,8203,82000%$204.8K$204.0K-$8022026-10-14
Compass Ion Advisors, LLC
INCREASED3,8153,771+44+1%$202.2K$203.7K+$1.6K2026-10-23
TrueWealth Advisors, LLC
NEW3,802—+3,802——$203.0K—2026-10-09
Worth Asset Management, LLC
NEW3,799—+3,799——$202.9K—2026-10-07
Nearside Advisors, LLC
NEW3,796—+3,796——$202.7K—2026-10-20
Sachem Hill LLC
UNCHANGED3,7793,77900%$202.6K$201.8K-$7932026-10-14
One Way Holdings LLC
NEW3,768—+3,768——$201.2K—2026-10-29
Capital Squared Financial LLC
DECREASED3,7573,990-233-6%$213.9K$200.6K-$13.3K2026-10-30
Excalibur Management Corp
DECREASED3,7493,790-41-1%$203.2K$200.2K-$3.0K2026-11-02
GHP Investment Advisors, Inc.
INCREASED3,655533+3,122+586%$28.6K$195.2K+$166.6K2026-10-15
Hantz Financial Services, Inc.
INCREASED3,6323,072+560+18%$165.0K$194-$164.8K2026-11-09
Nemes Rush Group LLC
INCREASED3,6273,619+8+0%$194.0K$193.7K-$3142026-11-04
Avion Wealth
UNCHANGED3,5823,58200%$192.0K$191-$191.8K2026-11-04
M Holdings Securities, Inc.
NEW3,515—+3,515——$202—2026-11-03
Gables Capital Management Inc.
DECREASED3,4553,505-50-1%$187.9K$184.5K-$3.4K2026-11-04
Kingdom Financial Group Llc.
DECREASED3,4493,963-514-13%$212.5K$184.2K-$28.3K2026-11-04
Harbor Investment Advisory, LLC
DECREASED3,3723,472-100-3%$186.1K$180.1K-$6.0K2026-10-13
William Mack & Associates, Inc.
NEW3,053—+3,053——$163.0K—2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED3,0302,664+366+14%$142.8K$161.8K+$19.0K2026-10-30
Provident Wealth Management, LLC
DECREASED3,0003,321-321-10%$178.0K$160.2K-$17.8K2026-10-20
Vima LLC
DECREASED2,9373,007-70-2%$161.2K$156.8K-$4.4K2026-10-23
Friedenthal Financial
NEW2,924—+2,924——$156.1K—2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED2,9032,905-20%$155.8K$155.0K-$7172026-10-23
Compagnie Lombard Odier SCmA
DECREASED2,90010,750-7,850-73%$576.3K$154.9K-$421.4K2026-11-04
Asset Dedication, LLC
DECREASED2,8953,024-129-4%$162.1K$154.6K-$7.5K2026-11-03
SJS Investment Consulting Inc.
DECREASED2,7862,936-150-5%$157.4K$148.8K-$8.6K2026-10-26
Walsh & Associates, LLC
UNCHANGED2,7402,74000%$146.9K$146.3K-$5772026-11-09
Nvwm, LLC
INCREASED2,7262,452+274+11%$131.5K$145.6K+$14.1K2026-10-14
Princeton Global Asset Management LLC
INCREASED2,7122,709+3+0%$145.3K$144.8K-$4552026-10-21
Nfsg Corp
INCREASED2,6792,678+1+0%$143.6K$143.0K-$5532026-10-15
Phillips Financial Management, LLC
UNCHANGED2,5832,58300%$138.5K$137.9K-$5432026-10-19
Heritage Family Offices, LLP
NEW2,522—+2,522——$134.7K—2026-11-02
Boyd Watterson Asset Management LLC
UNCHANGED2,5062,50600%$134.3K$133.8K-$5272026-11-06
Downshift Financial, LLC
UNCHANGED2,4932,49300%$133.7K$133.1K-$5242026-10-13
First Command Advisory Services, Inc.
DECREASED2,4672,550-83-3%$136.7K$131.7K-$5.0K2026-11-05
Cardiff Park Advisors, LLC
INCREASED2,4571,962+495+25%$105.2K$131.2K+$26.0K2026-11-09
Kelleher Financial Advisors
DECREASED2,4252,600-175-7%$139.4K$129.5K-$9.9K2026-10-30
Financial Perspectives, Inc
INCREASED2,4222,268+154+7%$121.6K$129.3K+$7.8K2026-11-03
Rice Partnership, LLC
UNCHANGED2,4002,40000%$128.7K$128.2K-$5042026-11-09
IFS Advisors, LLC
INCREASED2,37160+2,311+3852%$3.2K$126.6K+$123.4K2026-10-14
JTC Employer Solutions Trustee Ltd
UNCHANGED2,3172,31700%$124.0K$124-$123.9K2026-11-09
Elevation Wealth Partners, LLC
INCREASED2,2972,289+8+0%$122.7K$122.6K-$952026-10-07
Root Financial Partners, LLC
NEW2,277—+2,277——$121.6K—2026-10-21
Hanson & Doremus Investment Management
UNCHANGED2,2382,23800%$120.0K$120-$119.9K2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED2,2302,23000%$119.6K$119.1K-$4682026-10-28
Plante Moran Financial Advisors, LLC
INCREASED2,2171,263+954+76%$67.7K$118.4K+$50.7K2026-11-04
Guardian Partners Inc.
UNCHANGED2,2002,20000%$117.9K$117.5K-$4622026-10-21
Compass Wealth Management LLC
NEW2,187—+2,187——$116.8K—2026-10-22
Barrett & Company, Inc.
UNCHANGED2,1292,12900%$114.1K$113.7K-$4472026-10-22
Trust Co of Toledo NA
UNCHANGED2,0612,06100%$110.5K$110.1K-$4332026-10-16
Townsend Asset Management Corp
INCREASED1,9701,252+718+57%$67.1K$105.2K+$38.1K2026-10-29
Winch Advisory Services, LLC
INCREASED1,9391,933+6+0%$103.7K$103.6K-$992026-11-06
Fairscale Capital, LLC
UNCHANGED1,9221,92200%$103.0K$108.6K+$5.6K2026-11-04
GGM Financial LLC
INCREASED1,9021,895+7+0%$101.6K$101.6K-$372026-11-05
Latitude Advisors, LLC
DECREASED1,8813,979-2,098-53%$213.3K$100.5K-$112.8K2026-10-27
Bangor Savings Bank
DECREASED1,8552,079-224-11%$111.5K$99.1K-$12.4K2026-10-06
Grove Bank & Trust
UNCHANGED1,8521,85200%$99.3K$98.9K-$3892026-10-08
Highland Investment Advisors LLC
INCREASED1,8001,734+66+4%$93.0K$96.1K+$3.2K2026-11-09
Mainstream Capital Management LLC
NEW1,790—+1,790——$95.6K—2026-10-23
Hartford Financial Management Inc.
DECREASED1,7892,789-1,000-36%$149.5K$95.5K-$54.0K2026-10-21
Chapman Financial Group, LLC
UNCHANGED1,7881,78800%$95.9K$95.5K-$3752026-10-26
Key Capital Management, Inc
DECREASED1,7581,800-42-2%$96.5K$93.9K-$2.6K2026-11-03
Syntax Research, Inc.
UNCHANGED1,7371,73700%$93.1K$92.8K-$3652026-11-04
Clayton Financial Group LLC
NEW1,727—+1,727——$92.2K—2026-10-13
Oakworth Capital, Inc.
DECREASED1,6531,753-100-6%$94.5K$88.3K-$6.3K2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED1,6131,61300%$86.5K$91.4K+$4.9K2026-10-29
Concord Wealth Partners
INCREASED1,5991,517+82+5%$81.3K$85.4K+$4.0K2026-11-02
Pacifica Partners Inc.
UNCHANGED1,5621,56200%$86.9K$83.5K-$3.3K2026-10-09
Cherry Tree Wealth Management, LLC
UNCHANGED1,5001,50000%$80.4K$80.1K-$3152026-10-15
Piedmont Capital Management, LLC
DECREASED1,4984,032-2,534-63%$216.2K$80.0K-$136.2K2026-10-21
Legacy Bridge, LLC
UNCHANGED1,4851,48500%$79.6K$79.3K-$3122026-10-28
Markowski Investments
INCREASED1,4831,279+204+16%$68.5K$79.2K+$10.6K2026-10-30
Coston, McIsaac & Partners
UNCHANGED1,4521,45200%$77$77.5K+$77.5K2026-11-06
Old Second National Bank of Aurora
UNCHANGED1,3381,33800%$71.7K$71.4K-$2812026-10-22
Tidemark, LLC
DECREASED1,3301,350-20-1%$72.4K$71.0K-$1.4K2026-11-09
Triumph Capital Management
UNCHANGED1,3071,30700%$70.1K$69.8K-$2742026-10-14
SYM Financial Corp
INCREASED1,2841,183+101+9%$63.4K$68.6K+$5.1K2026-10-26
CGC Financial Services, LLC
UNCHANGED1,2801,28000%$68.6K$68.4K-$2692026-10-13
Wagner Wealth Management, LLC
INCREASED1,2761,272+4+0%$68.2K$68.1K-$662026-10-21
Davis Capital Management
UNCHANGED1,2651,26500%$67.8K$67.6K-$2662026-10-08
Three Bridge Wealth Advisors, LLC
NEW1,257—+1,257——$67.1K—2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED1,2501,25000%$67.0K$66.8K-$2632026-11-03
Bare Financial Services, Inc
UNCHANGED1,2171,21700%$65.2K$65.0K-$2552026-11-04
Fairway Wealth LLC
DECREASED1,1751,306-131-10%$70.0K$62.7K-$7.3K2026-10-30
Reap Financial Group, LLC
INCREASED1,1411,138+3+0%$61.0K$61.0K-$362026-11-02
Olistico Wealth, LLC
UNCHANGED1,1321,13200%$60.7K$60.4K-$2382026-10-05
Ashurst Perkins Coie Trust Co
UNCHANGED1,1151,11500%$59.8K$59.5K-$2342026-10-15
Birch Financial Group, LLC
NEW1,106—+1,106——$59.1K—2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED1,1052,213-1,108-50%$118.7K$59.0K-$59.6K2026-10-26
Clearstead Trust, LLC
INCREASED1,105606+499+82%$32.5K$59.0K+$26.5K2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,0891,08900%$58.4K$58.2K-$2292026-10-20
Trust Co of Vermont
UNCHANGED1,0861,08600%$58.2K$58.0K-$2282026-10-21
Piscataqua Savings Bank
UNCHANGED1,0541,05400%$56.5K$56.3K-$2212026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED1,0531,05300%$56.5K$56.2K-$2212026-10-28
Morse Asset Management, Inc
UNCHANGED1,0321,03200%$55.3K$55.1K-$2172026-11-09
Jnba Financial Advisors
INCREASED1,014101+913+904%$5.4K$54.1K+$48.7K2026-11-03
DeDora Capital, Inc.
NEW1,010—+1,010——$53.9K—2026-10-26
Foresight Capital Management Advisors, Inc.
NEW1,000—+1,000——$53.4K—2026-10-27
Ares Financial Consulting, LLC
UNCHANGED1,0001,00000%$53.6K$53.4K-$2102026-10-19
Hyposwiss Advisors SA
UNCHANGED1,0001,00000%$53.6K$53.4K-$2102026-10-26
Archer Investment Corp
DECREASED9881,135-147-13%$60.9K$52.8K-$8.1K2026-11-05
Dorato Capital Management
UNCHANGED97597500%$54.3K$52.4K-$1.9K2026-10-08
Rydar Equities, Inc.
NEW963—+963——$51.8K—2026-10-13
Balance Wealth Partners LLC
NEW962—+962——$51.4K—2026-10-27
Roxbury Financial LLC
INCREASED961958+3+0%$51.3K$51.3K-$192026-10-01
Provenance Wealth Advisors, LLC
NEW957—+957——$51.1K—2026-10-30
Investors Research Corp
UNCHANGED94494400%$50.6K$50.4K-$1982026-10-07
RMG Wealth Management LLC
UNCHANGED94194100%$54.5K$53.2K-$1.3K2026-10-26
Birchwood Financial Partners, Inc.
NEW916—+916——$48.9K—2026-11-02
Align Financial, LLC
UNCHANGED90890800%$48.7K$48.5K-$1912026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED90890800%$48.7K$48.5K-$1902026-10-30
NorthAvenue LLC
UNCHANGED89889800%$48.1K$48.0K-$1882026-10-29
Covestor Ltd
DECREASED886970-84-9%$52.0K$47-$52.0K2026-10-30
Capital Investment Counsel, Inc
UNCHANGED87587500%$46.9K$46.7K-$1842026-10-20
POM Investment Strategies, LLC
INCREASED84641+805+1963%$2.2K$45.2K+$43.0K2026-10-20
BankChampaign, National Association
UNCHANGED83983900%$45.0K$44.8K-$1762026-10-19
Financial Management Professionals, Inc.
INCREASED814813+1+0%$43.6K$43.5K-$1342026-10-23
First Community Trust NA
UNCHANGED77877800%$41.7K$41.5K-$1642026-10-07
GK Wealth Management LLC
NEW766—+766——$40.9K—2026-10-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED75075000%$40.2K$40.1K-$1582026-10-05
Mountain Hill Investment Partners Corp.
UNCHANGED75075000%$40.2K$40.1K-$1582026-10-23
Center for Financial Planning, Inc.
UNCHANGED72572500%$38.9K$38.7K-$1532026-10-26
Versant Capital Management, Inc
UNCHANGED72072000%$38.6K$38.4K-$1512026-10-02
Pension & Wealth Management Advisors, Inc.
DECREASED7112,102-1,391-66%$112.7K$38.0K-$74.7K2026-10-16
Godfrey Financial Associates, Inc.
UNCHANGED70270200%$37.6K$37.5K-$1402026-11-10
Cypress Capital Management LLC (WY)
UNCHANGED68768700%$36.8K$36.7K-$1442026-11-09
Rakuten Securities, Inc.
INCREASED667246+421+171%$13.2K$35.6K+$22.4K2026-11-02
Armor Investment Advisors, LLC
DECREASED666812-146-18%$43.5K$35.6K-$8.0K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6566,833-6,177-90%$366.3K$35.0K-$331.3K2026-10-14
Livelsberger Financial Advisory
NEW653—+653——$34.9K—2026-10-28
Redwood Park Advisors LLC
INCREASED630629+1+0%$33.7K$33.7K-$492026-11-02
West Paces Advisors Inc.
UNCHANGED60060000%$32.2K$32.0K-$1262026-10-13
Tradewinds Capital Management, LLC
UNCHANGED60060000%$32.2K$32.0K-$1262026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED60060000%$32.2K$32.0K-$1262026-10-07
Flagship Wealth Advisors, LLC
UNCHANGED58858800%$31.5K$31.4K-$1242026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED585587-20%$31.5K$31.2K-$2302026-11-02
V-Square Quantitative Management LLC
UNCHANGED58558500%$31.4K$31.2K-$1232026-10-15
Strengthening Families & Communities, LLC
INCREASED577576+1+0%$30.9K$30.8K-$652026-10-21
Evolution Wealth Management Inc.
DECREASED540836-296-35%$44.8K$28.8K-$16.0K2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED52852800%$28.3K$28.2K-$1112026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED52852800%$28.3K$28.2K-$1112026-10-23
Community Financial Services Group, LLC
UNCHANGED52252200%$28.6K$27.9K-$6892026-10-15
Silver Grove Financial Group, Inc.
INCREASED509207+302+146%$11.1K$27.2K+$16.1K2026-11-05
Addison Advisors LLC
UNCHANGED50050000%$26.8K$26.7K-$1052026-11-06
Investment Research & Advisory Group, Inc.
INCREASED487485+2+0%$77.9K$51.7K-$26.2K2026-10-19
Hickory Point Bank & Trust
UNCHANGED48648600%$26.1K$26.0K-$1022026-10-01
Montgomery Financial Services LLC
UNCHANGED48548500%$26.0K$25.9K-$1022026-11-03
Ascentis Wealth Management, LLC
INCREASED465166+299+180%$8.9K$24.8K+$15.9K2026-11-03
Eukles Asset Management
UNCHANGED44944900%$24.1K$24.0K-$962026-11-04
Vision Financial Markets LLC
UNCHANGED44144100%$24.1K$23.5K-$5732026-10-22
Mascoma Wealth Management LLC
UNCHANGED42242200%$22.6K$22.5K-$882026-10-23
Pioneer Family Office, LLC
DECREASED412730-318-44%$39.1K$22.0K-$17.1K2026-10-30
Valley National Advisers Inc
UNCHANGED40540500%$21.7K$21.6K-$862026-10-23
Burk Holdings LLC
UNCHANGED40540500%$21.7K$21.6K-$852026-11-05
Access Investment Management LLC
UNCHANGED40040000%$21.4K$21.4K-$842026-10-23
Hurley Capital, LLC
UNCHANGED40040000%$21.4K$21.4K-$842026-11-05
PlanVest Financial, Inc
INCREASED357356+1+0%$19.1K$19.0K-$582026-11-09
United Financial Planning Group LLC
UNCHANGED31231200%$16.7K$16.7K-$652026-11-04
First Premier Bank
DECREASED308323-15-5%$17$16-$12026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED30230200%$16.2K$16.1K-$632026-10-22
Essential Investment Partners LLC
UNCHANGED30030000%$16.1K$16.0K-$632026-10-27
Hoey Investments, Inc
UNCHANGED30030000%$16.1K$16.0K-$632026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED30030000%$16.1K$16.0K-$632026-10-15
Rothwell Investment Advisors, LLC
NEW281—+281——$15.0K—2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED27827800%$14.9K$14.8K-$592026-10-05
Tounjian Advisory Partners, LLC
INCREASED2641+263+26300%$58$14.1K+$14.0K2026-11-04
Next Level Wealth Planning, LLC
NEW260—+260——$13.9K—2026-10-29
Mcdonald Partners LLC
UNCHANGED25025000%$13.4K$13.4K-$532026-11-03
Private Wealth Management Group, LLC
UNCHANGED25025000%$13.4K$13.4K-$532026-10-19
Cordgrass Capital Advisors, LLC
UNCHANGED23023000%$12.3K$12.3K-$482026-10-30
Abound Wealth Management
UNCHANGED22522500%$12.1K$12.0K-$482026-10-26
Cdkv Holdings LLC
DECREASED222234-12-5%$12.5K$11.9K-$6862026-10-28
James T. Borello RIA
NEW218—+218——$11.6K—2026-10-16
Kozak & Associates, Inc.
UNCHANGED21821800%$11.9K$12.2K+$2942026-10-29
Tompkins Financial Corp
UNCHANGED21121100%$11.3K$11.3K-$452026-10-05
True Wealth Design, LLC
UNCHANGED20020000%$10.7K$10.7K-$422026-10-13
City State Bank
UNCHANGED20020000%$10.7K$10.7K-$422026-10-20
Monetary Solutions, Ltd
UNCHANGED20020000%$10.7K$10.7K-$422026-10-22
CNB Bank
UNCHANGED19219200%$10.3K$10.3K-$402026-11-09
Alerus Financial NA
DECREASED177447-270-60%$24.0K$9.5K-$14.5K2026-11-09
John Boyer, Inc.
NEW173—+173——$9.2K—2026-10-27
Tower View Wealth Management LLC
INCREASED156155+1+1%$8.3K$8.3K-$32026-10-23
Morton Brown Family Wealth, LLC
UNCHANGED15415400%$8.2K$8.2K-$322026-10-23
Sunrise Financial Services, LLC
UNCHANGED15015000%$8.0K$8.0K-$322026-10-21
Signature Resources Capital Management, LLC
UNCHANGED14814800%$7.9K$7.9K-$312026-10-16
New England Capital Financial Advisors LLC
NEW145—+145——$7.7K—2026-11-03
Fortis Group Advisors, LLC
UNCHANGED14414400%$7.7K$7.7K-$302026-11-06
Philadelphia Investment Partners, LLC
UNCHANGED13413400%$7.2K$7.2K-$532026-11-09
Hughes Financial Services, LLC
INCREASED12710+117+1170%$536$7.2K+$6.7K2026-10-30
Costello Asset Management, Inc
UNCHANGED12712700%$6.8K$6.8K-$262026-10-30
Evermay Wealth Management LLC
UNCHANGED11911900%$6.4K$6.4K-$252026-11-05
Inspire Investing, LLC
UNCHANGED11711700%$6.3K$6.2K-$242026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED11280+32+40%$12.7K$6.0K-$6.7K2026-10-14
Godsey & Gibb, Inc
UNCHANGED10910900%$5.8K$5.8K-$232026-10-14
Valued Wealth Advisors LLC
UNCHANGED10410400%$5.6K$5.6K-$222026-11-05
Jcsd Capital, LLC
NEW100—+100——$5.3K—2026-11-06
Global Trust Asset Management, LLC
UNCHANGED10010000%$5.4K$5.3K-$212026-10-19
Southern Michigan Bank & Trust
UNCHANGED10010000%$5.4K$5.3K-$212026-10-19
DecisionPoint Financial, LLC
NEW93—+93——$5.0K—2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED919100%$4.9K$4.9K-$22026-10-28
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED838300%$4.5K$4.4K-$172026-11-10
Winthrop Capital Management, LLC
UNCHANGED727200%$4$3.8K+$3.8K2026-11-05
Daiwa Securities Group Inc.
UNCHANGED727200%$3.9K$3.8K-$152026-10-29
Mechanics Financial Corp
UNCHANGED707000%$3.8K$3.7K-$152026-11-05
Citizens National Bank Trust Department
UNCHANGED606000%$3.2K$3.2K-$132026-11-04
Quaker Wealth Management, LLC
INCREASED5755+2+4%$2.9K$3.0K+$752026-10-22
Holos Integrated Wealth LLC
NEW51—+51——$2.8K—2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED505000%$2.7K$2.7K-$112026-10-20
Gilpin Wealth Management, LLC
UNCHANGED444400%$2.4K$2.4K-$92026-10-09
Lloyd Advisory Services, Llc.
NEW35—+35——$1.9K—2026-11-02
Financial Consulate, Inc
UNCHANGED272700%$1.4K$1.4K-$62026-10-23
Woodard & Co Asset Management Group Inc
UNCHANGED262600%$1.4K$1.4K-$62026-11-03
Centerpoint Advisors, LLC
UNCHANGED252500%$1$1$02026-11-05
Strategic Advocates LLC
UNCHANGED121200%$643$641-$22026-11-03
Albion Financial Group
DECREASED10950-940-99%$50.9K$534-$50.4K2026-10-21
Rachor Investment Advisory Services, LLC
NEW2—+2——$107—2026-10-29
Impact Partnership Wealth, LLC
CLOSED0314,580-314,580-100%$16.9M$0-$16.9M2026-11-09
Advisors Preferred, LLC
CLOSED0291,827-291,827-100%$16.2M$0-$16.2M2026-11-09
Adams Diversified Equity Fund, Inc.
CLOSED0237,000-237,000-100%$12.7M$0-$12.7M2026-10-21
111 Capital
CLOSED0148,268-148,268-100%$7.9M$0-$7.9M2026-11-03
Jefferies Financial Group Inc.
CLOSED0125,789-125,789-100%$6.7M$0-$6.7M2026-11-05
Twin Tree Management, LP
CLOSED089,818-89,818-100%$4.8M$0-$4.8M2026-11-10
Ticino Wealth
CLOSED073,811-73,811-100%$4.0M$0-$4.0M2026-10-13
Matauro, LLC
CLOSED053,083-53,083-100%$2.8M$0-$2.8M2026-11-03
Deutsche Bank Ag\
CLOSED040,604-40,604-100%$2.2M$0-$2.2M2026-11-06
Bochk Asset Management Ltd
CLOSED040,000-40,000-100%$2.1M$0-$2.1M2026-10-29
Olympiad Research LP
CLOSED036,707-36,707-100%$2.0M$0-$2.0M2026-11-04
Eagle Capital Management, LLC
CLOSED023,990-23,990-100%$1.3K$0-$1.3K2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED022,065-22,065-100%$1.2M$0-$1.2M2026-10-20
Sapient Capital LLC
CLOSED012,967-12,967-100%$695.2K$0-$695.2K2026-10-08
Mizuho Markets Cayman LP
CLOSED012,237-12,237-100%$656.0K$0-$656.0K2026-11-09
Hall Capital Management Co Inc
CLOSED011,918-11,918-100%$638.9K$0-$638.9K2026-11-09
Lunt Capital Management, Inc.
CLOSED09,245-9,245-100%$495.6K$0-$495.6K2026-10-30
Kestra Investment Management, LLC
CLOSED08,504-8,504-100%$455.9K$0-$455.9K2026-11-04
DLK Investment Management, LLC
CLOSED06,575-6,575-100%$270.3K$0-$270.3K2026-10-09
Precedent Wealth Partners, LLC
CLOSED06,202-6,202-100%$332.5K$0-$332.5K2026-10-21
Avestar Capital, LLC
CLOSED05,966-5,966-100%$319.8K$0-$319.8K2026-10-28
Balefire, LLC
CLOSED05,631-5,631-100%$301.9K$0-$301.9K2026-10-09
AmeriServ Wealth Advisors
CLOSED05,390-5,390-100%$289.0K$0-$289.0K2026-10-21
Tucker Asset Management LLC
CLOSED05,368-5,368-100%$287.8K$0-$287.8K2026-10-29
Access Financial Services, Inc.
CLOSED05,270-5,270-100%$282.5K$0-$282.5K2026-11-09
Gallacher Capital Management LLC
CLOSED05,141-5,141-100%$275.6K$0-$275.6K2026-10-30
White Lighthouse Investment Management Inc.
CLOSED05,050-5,050-100%$270.7K$0-$270.7K2026-10-21
Shufro Rose & Co LLC
CLOSED05,000-5,000-100%$268.1K$0-$268.1K2026-11-10
Synergy Asset Management, LLC
CLOSED04,785-4,785-100%$256.5K$0-$256.5K2026-11-05
Sunpointe, LLC
CLOSED04,650-4,650-100%$249.3K$0-$249.3K2026-10-22
Kellett Wealth Advisors, LLC
CLOSED04,553-4,553-100%$244.1K$0-$244.1K2026-10-15
Bernardo Wealth Planning LLC
CLOSED04,440-4,440-100%$238.0K$0-$238.0K2026-10-23
Confluence Wealth Services, Inc.
CLOSED04,220-4,220-100%$226.2K$0-$226.2K2026-11-05
Axim Planning & Wealth
CLOSED04,056-4,056-100%$217.4K$0-$217.4K2026-10-28
Investment Planning Advisors, Inc.
CLOSED03,979-3,979-100%$213.3K$0-$213.3K2026-10-14
FNY Investment Advisers, LLC
CLOSED03,900-3,900-100%$209$0-$2092026-10-16
Pine Haven Investment Counsel, Inc
CLOSED03,870-3,870-100%$207.5K$0-$207.5K2026-11-02
Cabana LLC
CLOSED03,832-3,832-100%$205.5K$0-$205.5K2026-11-04
BLB&B Advisors, LLC
CLOSED03,783-3,783-100%$202.8K$0-$202.8K2026-10-27
CLG LLC
CLOSED03,771-3,771-100%$202.2K$0-$202.2K2026-10-13
Patten Group, Inc.
CLOSED03,757-3,757-100%$201.4K$0-$201.4K2026-10-26
WealthCare Investment Partners, LLC
CLOSED03,738-3,738-100%$200.4K$0-$200.4K2026-11-05
Lodestar Private Asset Management LLC
CLOSED03,737-3,737-100%$200.4K$0-$200.4K2026-10-26
Interchange Capital Partners, LLC
CLOSED03,733-3,733-100%$200.1K$0-$200.1K2026-10-28
Cornerstone Planning Group LLC
CLOSED03,590-3,590-100%$201.2K$0-$201.2K2026-10-16
Park Place Capital Corp
CLOSED03,078-3,078-100%$165.0K$0-$165.0K2026-11-09
Wellington Grp LLC
CLOSED01,970-1,970-100%$97.3K$0-$97.3K2026-11-06
Strategic Wealth Advisors LLC
CLOSED01,530-1,530-100%$83$0-$832026-11-06
Gill Capital Partners, LLC
CLOSED01,363-1,363-100%$73.1K$0-$73.1K2026-10-13
Founders Capital Management
CLOSED01,337-1,337-100%$71.7K$0-$71.7K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0707-707-100%$37.9K$0-$37.9K2026-10-26
BankPlus Trust Department
CLOSED0683-683-100%$36.6K$0-$36.6K2026-11-06
Obsidian CIO, LLC
CLOSED0216-216-100%$11.6K$0-$11.6K2026-11-05
Richardson Financial Services Inc.
CLOSED0185-185-100%$9.9K$0-$9.9K2026-10-30
Stone House Investment Management, LLC
CLOSED0175-175-100%$9.4K$0-$9.4K2026-10-23
WPG Advisers, LLC
CLOSED0173-173-100%$9.3K$0-$9.3K2026-10-27
Blueline Advisors LLC
CLOSED0172-172-100%$9.2K$0-$9.2K2026-10-15
GoalVest Advisory LLC
CLOSED0122-122-100%$6.5K$0-$6.5K2026-10-02
Halbert Hargrove Global Advisors, LLC
CLOSED0100-100-100%$5.4K$0-$5.4K2026-10-16
Commonwealth Retirement Investments LLC
CLOSED073-73-100%$3.9K$0-$3.9K2026-10-26
Meramec Financial Planners, LLC
CLOSED057-57-100%$3.2K$0-$3.2K2026-11-09
Atwood & Palmer Inc
CLOSED05-5-100%$269$0-$2692026-10-08
Raleigh Capital Management Inc.
DECREASED01-1-100%$35$0-$352026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.5M$1.7M+$157.8K2026-10-29
JPMorgan Chase & Co
N/A—124,154,584-124,154,584-100%$6.7B———
Bank of America Corp
N/A—78,510,008-78,510,008-100%$4.2B———
Morgan Stanley
N/A—46,449,938-46,449,938-100%$2.5B———
Wells Fargo & Company
N/A—45,234,207-45,234,207-100%$2.4B———
Goldman Sachs Group Inc
N/A—24,616,315-24,616,315-100%$1.3B———
Envestnet Asset Management Inc
N/A—23,529,311-23,529,311-100%$1.3B———
UBS Group AG
N/A—20,608,270-20,608,270-100%$1.1B———
Raymond James Financial Inc
N/A—16,961,225-16,961,225-100%$909.3M———
Royal Bank of Canada
N/A—14,086,521-14,086,521-100%$755.2M———
Ameriprise Financial Inc
N/A—10,506,486-10,506,486-100%$564.5M———
Focus Partners Wealth
N/A—9,780,436-9,780,436-100%$524.3M———
Janney Montgomery Scott LLC
N/A—9,549,563-9,549,563-100%$512.0M———
Main Management ETF Advisors, LLC
N/A—9,511,811-9,511,811-100%$509.9M———
Two Sigma Investments, LP
N/A—7,958,200-7,958,200-100%$426.6M———
Nissay Asset Management Corp N
N/A—7,626,613-7,626,613-100%$408.9M———
Pgim Custom Harvest LLC
N/A—5,759,931-5,759,931-100%$308.8M———
Susquehanna International Group, LLP
N/A—4,537,631-4,537,631-100%$243.3M———
CIBC World Market Inc.
N/A—4,521,414-4,521,414-100%$242.4M———
Millennium Management LLC
N/A—4,063,701-4,063,701-100%$217.9M———
Osaic Holdings, Inc.
N/A—3,961,786-3,961,786-100%$212.4M———
Balyasny Asset Management L.P.
N/A—3,781,389-3,781,389-100%$202.7M———
Caisse de Depot ET Placement DU Quebec
N/A—3,761,841-3,761,841-100%$201.7M———
MML Investors Services, LLC
N/A—3,453,181-3,453,181-100%$185.1M———
Clal Insurance Enterprises Holdings Ltd
N/A—3,196,000-3,196,000-100%$171.3M———
Victory Capital Management Inc
N/A—3,097,589-3,097,589-100%$166.1M———
Jane Street Group, LLC
N/A—3,026,674-3,026,674-100%$162.3M———
BlackRock, Inc.
N/A—2,976,417-2,976,417-100%$159.6M———
Menora Mivtachim Holdings Ltd.
N/A—2,699,442-2,699,442-100%$144.7M———
Cetera Investment Advisers
N/A—2,687,614-2,687,614-100%$144.1M———
Main Management Fund Advisors LLC
N/A—2,456,200-2,456,200-100%$131.7M———
Stifel Financial Corp
N/A—2,286,131-2,286,131-100%$122.6M———
Northern Trust Corp
N/A—2,143,364-2,143,364-100%$114.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—2,091,321-2,091,321-100%$112.0M———
Rockefeller Capital Management L.P.
N/A—1,968,609-1,968,609-100%$105.5M———
Advisory Alpha, LLC
N/A—1,956,757-1,956,757-100%$104.9M———
Saudi Central Bank
N/A—1,717,269-1,717,269-100%$96.6M———
Bank of Nova Scotia
N/A—1,658,247-1,658,247-100%$88.9M———
Citadel Advisors LLC
N/A—1,605,930-1,605,930-100%$86.1M———
Captrust Financial Advisors
N/A—1,454,156-1,454,156-100%$78.0M———
Dynasty Wealth Management, LLC
N/A—1,431,665-1,431,665-100%$76.8M———
Quotient Wealth Partners, LLC
N/A—1,353,310-1,353,310-100%$72.6M———
ExodusPoint Capital Management, LP
N/A—1,300,110-1,300,110-100%$69.7M———
Mercer Global Advisors Inc
N/A—1,234,286-1,234,286-100%$66.2M———
BNP Paribas Financial Markets
N/A—1,192,882-1,192,882-100%$64.0M———
Caption Management, LLC
N/A—1,149,802-1,149,802-100%$61.6M———
Qube Research & Technologies Ltd
N/A—1,017,964-1,017,964-100%$54.6M———
Jones Financial Companies Lllp
N/A—1,015,206-1,015,206-100%$54.4M———
Cerity Partners LLC
N/A—1,006,584-1,006,584-100%$54.0M———
HSBC Holdings PLC
N/A—988,256-988,256-100%$53.1M———
Main Management LLC
N/A—955,766-955,766-100%$51.2M———
Invictus Private Wealth, LLC
N/A—944,769-944,769-100%$50.6M———
Tiff Advisory Services, LLC
N/A—847,790-847,790-100%$45.5M———
Walleye Trading LLC
N/A—829,456-829,456-100%$44.5M———
Capital Fund Management S.A.
N/A—778,421-778,421-100%$41.7M———
Composition Wealth, LLC
N/A—759,682-759,682-100%$40.7M———
SG Americas Securities, LLC
N/A—732,047-732,047-100%$39.2M———
Maven Securities LTD
N/A—696,461-696,461-100%$37.3M———
Jupiter Topco LLC
N/A—683,441-683,441-100%$36.6M———
Verition Fund Management LLC
N/A—680,198-680,198-100%$36.5M———
Modern Wealth Management, LLC
N/A—636,457-636,457-100%$34.1M———
Marshall Wace, LLP
N/A—631,621-631,621-100%$33.9M———
Equitable Holdings, Inc.
N/A—621,050-621,050-100%$33.3M———
Private Advisor Group, LLC
N/A—618,532-618,532-100%$33.2M———
Sanctuary Advisors, LLC
N/A—579,143-579,143-100%$31.0M———
Swan Global Investments, LLC
N/A—572,383-572,383-100%$30.7M———
Integrated Wealth Concepts LLC
N/A—568,477-568,477-100%$30.5M———
Peapack Gladstone Financial Corp
N/A—544,037-544,037-100%$29.2M———
Itau Unibanco Holding S.A.
N/A—543,942-543,942-100%$29.2M———
Spinnaker Trust
N/A—533,947-533,947-100%$28.6M———
Prudent Investors Network, Inc.
N/A—507,676-507,676-100%$27.2M———
Optiver Holding B.V.
N/A—496,989-496,989-100%$26.6M———
GTS Securities LLC
N/A—488,765-488,765-100%$26.2M———
Mariner, LLC
N/A—441,936-441,936-100%$23.7M———
WCG Wealth Advisors LLC
N/A—440,836-440,836-100%$23.6M———
Dakota Wealth Management
N/A—438,541-438,541-100%$23.5M———
NewEdge Advisors, LLC
N/A—431,724-431,724-100%$23.1M———
Kingsview Wealth Management, LLC
N/A—412,123-412,123-100%$22.1M———
Clarity Financial LLC
N/A—407,163-407,163-100%$21.8M———
Karpus Management, Inc.
N/A—405,788-405,788-100%$21.8M———
Westwood Holdings Group Inc
N/A—400,235-400,235-100%$21.5M———
Steward Partners Investment Advisory, LLC
N/A—394,166-394,166-100%$21.1M———
EP Wealth Advisors, LLC
N/A—379,924-379,924-100%$20.4M———
Pathstone Holdings, LLC
N/A—378,289-378,289-100%$20.3M———
Gotham Asset Management, LLC
N/A—375,591-375,591-100%$20.1M———
Quantitative Investment Management, LLC
N/A—361,531-361,531-100%$19.4M———
Northwestern Mutual Wealth Management Co
N/A—351,627-351,627-100%$18.9M———
AQR Capital Management LLC
N/A—343,502-343,502-100%$18.4M———
Vickerman Investment Advisors, Inc.
N/A—342,991-342,991-100%$18.4M———
Stillwater Capital Advisors, LLC
N/A—337,370-337,370-100%$18.1M———
Quantinno Capital Management LP
N/A—336,985-336,985-100%$18.1M———
IHT Wealth Management, LLC
N/A—332,073-332,073-100%$17.8M———
Vestmark Advisory Solutions, Inc.
N/A—331,388-331,388-100%$17.8M———
Toronto Dominion Bank
N/A—315,821-315,821-100%$16.9M———
Oversea-Chinese Banking Corp Ltd
N/A—313,173-313,173-100%$16.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—309,550-309,550-100%$16.6M———
Private Wealth Advisors, LLC
N/A—307,538-307,538-100%$16.5M———
Virtu Financial LLC
N/A—307,134-307,134-100%$16.5M———
Unisphere Establishment
N/A—300,000-300,000-100%$16.1M———
O'shaughnessy Asset Management, LLC
N/A—294,578-294,578-100%$15.8M———
Tocqueville Asset Management L.P.
N/A—292,720-292,720-100%$15.7M———
MAI Capital Management
N/A—291,979-291,979-100%$15.7M———
Meiji Yasuda Life Insurance Co
N/A—287,368-287,368-100%$15.4M———
Baird Financial Group, Inc.
N/A—283,419-283,419-100%$15.2M———
Walleye Capital LLC
N/A—274,913-274,913-100%$14.7M———
Longaeva Partners L.P.
N/A—272,485-272,485-100%$14.6M———
Tidal Investments LLC
N/A—262,566-262,566-100%$14.1M———
Bluespring Wealth Management, LLC
N/A—257,455-257,455-100%$13.8M———
Frisch Financial Group, Inc.
N/A—254,219-254,219-100%$13.6M———
Systematic Alpha Investments, LLC
N/A—248,410-248,410-100%$13.3M———
&partners
N/A—244,224-244,224-100%$13.1M———
Hudson Bay Capital Management LP
N/A—239,770-239,770-100%$12.9M———
Volterra Technologies LP
N/A—228,561-228,561-100%$12.3M———
Mmbg Investment Advisors Co.
N/A—226,025-226,025-100%$12.1M———
Coastal Bridge Advisors, LLC
N/A—219,427-219,427-100%$11.8M———
Prosperity Consulting Group, LLC
N/A—207,081-207,081-100%$11.1M———
Bank of the Bluegrass & Trust Co.
N/A—204,835-204,835-100%$10.9M———
Sequoia Financial Advisors, LLC
N/A—203,162-203,162-100%$10.9M———
Waverly Advisors, LLC
N/A—202,990-202,990-100%$10.9M———
Cresset Asset Management, LLC
N/A—197,463-197,463-100%$10.6M———
Horizon Investments, LLC
N/A—197,349-197,349-100%$10.6M———
Benjamin Edwards Inc
N/A—184,275-184,275-100%$9.9M———
NorthRock Partners, LLC
N/A—181,948-181,948-100%$9.8M———
Arax Advisory Partners
N/A—173,520-173,520-100%$9.3M———
Estate Counselors, LLC
N/A—172,350-172,350-100%$9.2M———
Zuckerman Investment Group, LLC
N/A—167,168-167,168-100%$9.0M———
Allianz Asset Management GmbH
N/A—166,100-166,100-100%$8.9M———
Beacon Pointe Advisors, LLC
N/A—165,730-165,730-100%$8.9M———
SummitTX Capital, L.P.
N/A—165,512-165,512-100%$8.9M———
Arkadios Wealth Advisors
N/A—165,472-165,472-100%$8.9M———
Envestnet Portfolio Solutions, Inc.
N/A—164,601-164,601-100%$8.8M———
Advisory Services Network, LLC
N/A—163,714-163,714-100%$8.8M———
Novare Capital Management LLC
N/A—154,675-154,675-100%$8.3M———
Gamco Investors, Inc. ET AL
N/A—153,200-153,200-100%$8.2M———
Foundations Investment Advisors, LLC
N/A—152,979-152,979-100%$8.2M———
Polymer Capital Management (HK) LTD
N/A—152,781-152,781-100%$8.2M———
Snowden Capital Advisors LLC
N/A—152,713-152,713-100%$8.2M———
GeoWealth Management, LLC
N/A—151,817-151,817-100%$8.1M———
Ausdal Financial Partners, Inc.
N/A—147,595-147,595-100%$7.9M———
Renaissance Technologies LLC
N/A—146,510-146,510-100%$7.9M———
J. Goldman & Co LP
N/A—143,886-143,886-100%$7.7M———
DRW Securities, LLC
N/A—143,000-143,000-100%$7.7M———
SageGuard Financial Group, LLC
N/A—142,808-142,808-100%$7.7M———
Sierra Capital LLC
N/A—142,127-142,127-100%$7.6M———
Gladstone Institutional Advisory LLC
N/A—140,442-140,442-100%$7.5M———
OneDigital Investment Advisors LLC
N/A—138,093-138,093-100%$7.4M———
World Investment Advisors
N/A—133,664-133,664-100%$6.9M———
Summit Financial, LLC
N/A—131,926-131,926-100%$7.1M———
Howe & Rusling Inc
N/A—130,730-130,730-100%$7.0M———
Commerce Bank
N/A—129,771-129,771-100%$7.0M———
Stephens Inc
N/A—129,410-129,410-100%$6.9M———
Game Plan Financial Advisors, LLC
N/A—128,614-128,614-100%$6.9M———
Regal Investment Advisors LLC
N/A—123,766-123,766-100%$6.6M———
First Trust Advisors LP
N/A—122,525-122,525-100%$6.6M———
Kovack Advisors, Inc.
N/A—120,299-120,299-100%$6.5M———
Prestige Wealth Management Group LLC
N/A—116,693-116,693-100%$6.3M———
State Street Corp
N/A—116,246-116,246-100%$6.2M———
Atlantic Union Bankshares Corp
N/A—114,093-114,093-100%$6.1M———
Dorsey & Whitney Trust Co LLC
N/A—112,963-112,963-100%$6.1M———
Stratos Wealth Partners, Ltd.
N/A—111,080-111,080-100%$6.0M———
PeakShares LLC
N/A—109,815-109,815-100%$5.9M———
Brown Advisory Inc
N/A—108,672-108,672-100%$5.8M———
Huntington National Bank
N/A—108,639-108,639-100%$5.8M———
Better Way Financial, LLC
N/A—106,623-106,623-100%$5.7M———
United Capital Financial Advisors, LLC
N/A—103,572-103,572-100%$5.6M———
Mutual Advisors, LLC
N/A—102,107-102,107-100%$5.5M———
Simmons Bank
N/A—101,514-101,514-100%$5.4M———
UBS Asset Management Americas LLC
N/A—100,870-100,870-100%$5.4M———
Martin & Co Inc
N/A—99,721-99,721-100%$5.3M———
Stratos Wealth Advisors, LLC
N/A—99,185-99,185-100%$5.3M———
Fourth Dimension Wealth, LLC
N/A—98,991-98,991-100%$5.3M———
Lumbard & Kellner, LLC
N/A—98,982-98,982-100%$5.3M———
Pallas Capital Advisors LLC
N/A—98,549-98,549-100%$5.3M———
Principal Securities, Inc.
N/A—98,010-98,010-100%$5.3M———
Wealthspire Advisors, LLC
N/A—97,277-97,277-100%$5.2M———
Venturi Wealth Management, LLC
N/A—96,585-96,585-100%$5.2M———
Tudor Investment Corp ET AL
N/A—95,587-95,587-100%$5.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—95,065-95,065-100%$5.1M———
Ameritas Advisory Services, LLC
N/A—94,715-94,715-100%$5.1M———
Markin Asset Management, LP
N/A—93,802-93,802-100%$5.0M———
CIBC Bancorp USA Inc.
N/A—93,237-93,237-100%$5.0M———
University of Illinois Foundation
N/A—93,000-93,000-100%$5.0M———
Morton Community Bank
N/A—91,299-91,299-100%$4.9M———
Keystone Financial Group
N/A—87,798-87,798-100%$4.7M———
Sykon Capital LLC
N/A—87,574-87,574-100%$4.7M———
Federation des caisses Desjardins du Quebec
N/A—87,352-87,352-100%$4.7M———
Granite Bay Wealth Management, LLC
N/A—85,103-85,103-100%$4.6M———
Cary Street Partners Investment Advisory LLC
N/A—80,737-80,737-100%$4.3M———
Everstar Asset Management, LLC
N/A—80,001-80,001-100%$4.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—80,000-80,000-100%$4.3M———
Global Retirement Partners, LLC
N/A—79,897-79,897-100%$4.3M———
Abbot Financial Management, Inc.
N/A—79,315-79,315-100%$4.3M———
Retirement Planning Group, LLC / NY
N/A—76,391-76,391-100%$4.1M———
Nomura Asset Management Co LTD
N/A—76,200-76,200-100%$4.1M———
Point72 Asset Management, L.P.
N/A—75,000-75,000-100%$4.0M———
FOX RUN Management, L.L.C.
N/A—72,800-72,800-100%$3.9M———
Modus Advisors, LLC
N/A—71,595-71,595-100%$3.8M———
Evercore Wealth Management, LLC
N/A—71,496-71,496-100%$3.8M———
CreativeOne Wealth, LLC
N/A—71,360-71,360-100%$3.8M———
Penserra Capital Management LLC
N/A—70,956-70,956-100%$3.8M———
Gateway Wealth Partners, LLC
N/A—70,347-70,347-100%$3.8M———
LM Advisors LLC
N/A—69,791-69,791-100%$3.7M———
Wealthedge Investment Advisors, LLC
N/A—69,435-69,435-100%$3.7M———
Cary Street Partners Financial LLC
N/A—67,570-67,570-100%$3.6M———
Transcend Capital Advisors, LLC
N/A—67,563-67,563-100%$3.6M———
Stevens Capital Management LP
N/A—67,223-67,223-100%$3.6M———
Capital Wealth Planning, LLC
N/A—66,305-66,305-100%$3.6M———
Maxele Advisors, LLC
N/A—65,738-65,738-100%$3.5M———
Transamerica Financial Advisors, LLC
N/A—65,085-65,085-100%$3.5M———
Centric Wealth Management
N/A—64,836-64,836-100%$3.3M———
NewEdge Wealth, LLC
N/A—64,354-64,354-100%$3.4M———
Bay Rivers Group
N/A—63,731-63,731-100%$3.4M———
Paragon Financial Partners, Inc.
N/A—63,612-63,612-100%$3.6M———
Hilltop Holdings Inc.
N/A—63,593-63,593-100%$3.4M———
Glenmede Trust Co NA
N/A—63,185-63,185-100%$3.4M———
Centaurus Financial, Inc.
N/A—62,117-62,117-100%$3.3M———
Corsicana & Co.
N/A—61,069-61,069-100%$3.3M———
Empowered Funds, LLC
N/A—60,789-60,789-100%$3.3M———
RPg Family Wealth Advisory, LLC
N/A—60,138-60,138-100%$3.2M———
Elm Partners Management LLC
N/A—60,083-60,083-100%$3.2M———
Pinnacle Financial Partners, Inc.
N/A—59,836-59,836-100%$3.2M———
Risk Paradigm Group, LLC
N/A—59,627-59,627-100%$3.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—58,394-58,394-100%$3.1M———
Dimension Capital Management LLC
N/A—58,159-58,159-100%$3.1M———
Caprock Group, LLC
N/A—57,662-57,662-100%$3.1M———
Perennial Investment Advisors, LLC
N/A—57,558-57,558-100%$3.1M———
Calton & Associates, Inc.
N/A—57,224-57,224-100%$3.1M———
M3 Advisory Group, LLC
N/A—57,128-57,128-100%$3.1M———
Marex Group Ltd
N/A—57,038-57,038-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—56,823-56,823-100%$3.0M———
Fiduciary Group, LLC
N/A—56,254-56,254-100%$3.0M———
Greenwich Wealth Management LLC
N/A—55,177-55,177-100%$3.0M———
Brown Financial Advisors
N/A—54,737-54,737-100%$2.9M———
Marble Wealth, LLC
N/A—54,689-54,689-100%$2.9M———
Johnson Investment Counsel Inc
N/A—54,367-54,367-100%$2.9M———
Moneta Group Investment Advisors LLC
N/A—53,464-53,464-100%$2.9M———
Okabena Investment Services Inc
N/A—52,196-52,196-100%$2.8M———
Capula Management Ltd
N/A—52,138-52,138-100%$2.8M———
Centiva Capital, LP
N/A—51,836-51,836-100%$2.8M———
Group One Trading LLC
N/A—50,774-50,774-100%$2.7M———
Bradley Foster & Sargent Inc
N/A—50,517-50,517-100%$2.7M———
Aptus Capital Advisors, LLC
N/A—50,432-50,432-100%$2.7M———
Maridea Wealth Management LLC
N/A—50,025-50,025-100%$2.7M———
One Charles Private Wealth Services, LLC
N/A—49,814-49,814-100%$2.7M———
Invst, LLC
N/A—48,157-48,157-100%$2.6M———
WNY Asset Management, LLC
N/A—47,829-47,829-100%$2.6M———
January Capital Advisors LLC
N/A—47,533-47,533-100%$2.5M———
Mathes Company, Inc.
N/A—47,500-47,500-100%$2.5M———
Henson-Edgewater Management, LLC
N/A—45,648-45,648-100%$2.6M———
Fiduciary Trust Co
N/A—45,196-45,196-100%$2.4M———
Bleakley Financial Group, LLC
N/A—45,002-45,002-100%$2.4M———
Wick Capital Partners, LLC
N/A—44,637-44,637-100%$2.4M———
Ethos Financial Group, LLC
N/A—44,458-44,458-100%$2.5M———
Insigneo Advisory Services, LLC
N/A—44,443-44,443-100%$2.4M———
RiverGlades Family Offices LLC
N/A—44,067-44,067-100%$2.4M———
Pinnacle Family Advisors, LLC
N/A—43,640-43,640-100%$2.3M———
AE Wealth Management LLC
N/A—42,824-42,824-100%$2.3M———
PFG Investments, LLC
N/A—42,064-42,064-100%$2.3M———
Waterloo Capital, L.P.
N/A—41,770-41,770-100%$2.2M———
Crews Bank & Trust
N/A—40,787-40,787-100%$2.2M———
Peak6 LLC
N/A—40,328-40,328-100%$2.2M———
SIG Brokerage, LP
N/A—40,025-40,025-100%$2.1M———
CI Investments Inc.
N/A—40,000-40,000-100%$2.1M———
Zhang Financial LLC
N/A—38,988-38,988-100%$2.1M———
Next Capital Management LLC
N/A—37,600-37,600-100%$2.0M———
Managed Asset Portfolios, LLC
N/A—37,113-37,113-100%$2.0M———
Focus Partners Advisor Solutions, LLC
N/A—36,989-36,989-100%$2.0M———
Prelude Capital Management, LLC
N/A—36,707-36,707-100%$2.0M———
Intellectus Partners, LLC
N/A—36,351-36,351-100%$1.9M———
Northstar Advisory Group, LLC
N/A—35,935-35,935-100%$1.9M———
Cladis Investment Advisory, LLC
N/A—35,877-35,877-100%$1.9M———
Counterweight Ventures, LLC
N/A—35,674-35,674-100%$1.9M———
Advisors Capital Management, LLC
N/A—35,566-35,566-100%$1.9M———
Jacobs Equity LLC
N/A—35,531-35,531-100%$1.9M———
Glen Eagle Advisors, LLC
N/A—35,379-35,379-100%$1.9M———
Black Maple Capital Management LP
N/A—35,000-35,000-100%$1.9M———
Monetary Management Group Inc
N/A—34,925-34,925-100%$1.9M———
Nicolet Bankshares Inc
N/A—34,868-34,868-100%$1.9M———
Ingalls & Snyder LLC
N/A—34,461-34,461-100%$1.8M———
Phillips Wealth Planners LLC
N/A—34,036-34,036-100%$1.9M———
Fidelis Capital Partners, LLC
N/A—34,007-34,007-100%$1.8M———
Curi Capital, LLC
N/A—33,766-33,766-100%$1.8M———
IEQ Capital, LLC
N/A—33,615-33,615-100%$1.8M———
GWN Securities Inc.
N/A—33,610-33,610-100%$1.8M———
McLaughlin Asset Management, Inc.
N/A—33,086-33,086-100%$1.8M———
Bank of Marin
N/A—32,812-32,812-100%$1.8M———
Indie Asset Partners, LLC
N/A—32,690-32,690-100%$1.8M———
National Bank of Canada
N/A—32,498-32,498-100%$1.7M———
Symmetry Investments LP
N/A—32,450-32,450-100%$1.7M———
Essex Financial Services, Inc.
N/A—32,278-32,278-100%$1.7M———
Cantor Fitzgerald, L. P.
N/A—32,178-32,178-100%$1.7M———
One Wealth Map LLC
N/A—31,983-31,983-100%$1.8M———
Fukoku Mutual Life Insurance Co
N/A—31,500-31,500-100%$1.7M———
Advyzon Investment Management, LLC
N/A—30,802-30,802-100%$1.7M———
First National Bank of Omaha
N/A—30,532-30,532-100%$1.6M———
Legacy Wealth Managment, LLC
N/A—30,472-30,472-100%$1.6M———
BFC Planning, Inc.
N/A—30,336-30,336-100%$1.6M———
Beacon Bridge Wealth Partners, LLC
N/A—29,990-29,990-100%$1.6M———
RIK Saylor Financial, Inc.
N/A—29,816-29,816-100%$1.6M———
Nomura Asset Management International Inc.
N/A—29,723-29,723-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—29,471-29,471-100%$1.6M———
PSI Advisors, LLC
N/A—28,611-28,611-100%$1.5M———
Compass Capital Corp
N/A—28,543-28,543-100%$1.6M———
Mattson Financial Services, LLC
N/A—27,904-27,904-100%$1.6M———
Lighthouse Investment Partners, LLC
N/A—27,850-27,850-100%$1.5M———
Headlands Technologies LLC
N/A—27,551-27,551-100%$1.5M———
Natixis Advisors, LLC
N/A—27,312-27,312-100%$1.5M———
Circle Wealth Management, LLC
N/A—27,272-27,272-100%$1.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—26,998-26,998-100%$1.4M———
One Capital Management, LLC
N/A—26,900-26,900-100%$1.3M———
Allie Family Office LLC
N/A—26,866-26,866-100%$1.4M———
Ruggiero Investments, Inc.
N/A—26,787-26,787-100%$1.4M———
Neuberger Berman Group LLC
N/A—26,540-26,540-100%$1.4M———
Tradition Wealth Management, LLC
N/A—26,432-26,432-100%$1.4M———
Boston Partners
N/A—26,408-26,408-100%$1.4M———
Whittier Trust Co
N/A—25,947-25,947-100%$1.5M———
Chilton Investment Co Inc.
N/A—25,451-25,451-100%$1.4M———
Keebeck Wealth Management
N/A—25,242-25,242-100%$1.4M———
Cavalier Investments, LLC
N/A—25,195-25,195-100%$1.4M———
EFG International AG
N/A—25,170-25,170-100%$1.3M———
Brookwood Investment Group LLC
N/A—24,839-24,839-100%$1.3M———
Alliancebernstein L.P.
N/A—24,800-24,800-100%$1.2M———
Spartan Wealth Advisory Services LLC
N/A—24,234-24,234-100%$1.3M———
Hills Bank & Trust Co
N/A—24,012-24,012-100%$1.3M———
Ally Invest Advisors Inc.
N/A—23,868-23,868-100%$1.3M———
Navis Wealth Advisors, LLC
N/A—23,547-23,547-100%$1.3M———
Stonebridge Financial Group, LLC
N/A—23,462-23,462-100%$1.3M———
Ballentine Partners, LLC
N/A—23,248-23,248-100%$1.2M———
Flputnam Investment Management Co
N/A—23,079-23,079-100%$1.2M———
Audent Global Asset Management, LLC
N/A—22,613-22,613-100%$1.2M———
Chevy Chase Trust Holdings, LLC
N/A—22,585-22,585-100%$1.2M———
Savvy Advisors, Inc.
N/A—22,284-22,284-100%$1.2M———
Summit Trail Advisors, LLC
N/A—21,783-21,783-100%$1.2M———
Independent Advisor Alliance
N/A—21,690-21,690-100%$1.2M———
Alteri Wealth LLC
N/A—21,560-21,560-100%$1.2M———
Fiduciary Financial Advisors
N/A—21,299-21,299-100%$1.1M———
Manhattan West Asset Management, LLC
N/A—21,137-21,137-100%$1.1M———
First Manhattan Co. Llc.
N/A—20,998-20,998-100%$1.1M———
Nova Wealth Management, Inc.
N/A—20,969-20,969-100%$1.1M———
American Financial Advisors, LLC
N/A—20,562-20,562-100%$1.1M———
Acorns Advisers, LLC
N/A—20,421-20,421-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—20,377-20,377-100%$1.1M———
First National Bank of Hutchinson
N/A—20,145-20,145-100%$1.1M———
Davis R M Inc
N/A—19,594-19,594-100%$1.1M———
Blue Chip Partners, LLC
N/A—19,309-19,309-100%$1.0M———
Byrne Financial Freedom, LLC
N/A—19,252-19,252-100%$1.0M———
D L Carlson Investment Group Inc
N/A—19,193-19,193-100%$1.0M———
Smith, Moore & Co.
N/A—19,180-19,180-100%$1.0M———
Betterment LLC
N/A—18,952-18,952-100%$1.0M———
Spreng Capital Management, Inc.
N/A—18,838-18,838-100%$1.0M———
Syon Capital LLC
N/A—18,688-18,688-100%$1.0M———
O'rourke & Company, Inc
N/A—18,562-18,562-100%$995.2K———
Stonebrook Private Inc.
N/A—18,547-18,547-100%$994.3K———
Cloud Capital Management, LLC
N/A—18,394-18,394-100%$986.0K———
Pitcairn Wealth Advisors LLC
N/A—17,941-17,941-100%$961.8K———
Fairview Capital Investment Management, LLC
N/A—17,765-17,765-100%$952.4K———
Wilson & Boucher Capital Management, LLC
N/A—17,725-17,725-100%$950.2K———
SCS Capital Management LLC
N/A—17,285-17,285-100%$926.6K———
Credit Industriel ET Commercial
N/A—17,256-17,256-100%$925.1K———
Kiley Juergens Wealth Management, LLC
N/A—17,198-17,198-100%$922.0K———
Rehmann Capital Advisory Group
N/A—17,039-17,039-100%$913.4K———
Franklin Resources Inc
N/A—16,873-16,873-100%$904.6K———
Webster Bank, N. A.
N/A—16,767-16,767-100%$898.9K———
Thomasville National Bank
N/A—16,684-16,684-100%$894.4K———
Headinvest, LLC
N/A—16,658-16,658-100%$893.0K———
Regal Partners Ltd
N/A—16,655-16,655-100%$892.9K———
LRI Investments, LLC
N/A—16,635-16,635-100%$891.8K———
Mrwm Advisors, LLC
N/A—16,630-16,630-100%$891.5K———
V2 Financial group LLC
N/A—16,461-16,461-100%$882.5K———
SOA Wealth Advisors, Llc.
N/A—16,397-16,397-100%$879.1K———
National Philanthropic Trust
N/A—16,276-16,276-100%$872.6K———
Holderness Investments Co
N/A—16,201-16,201-100%$868.5K———
Investment Advisory Group, LLC
N/A—16,135-16,135-100%$865.0K———
RWA Wealth Partners, LLC
N/A—15,888-15,888-100%$851.8K———
Purpose Unlimited Inc.
N/A—15,686-15,686-100%$841.6K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—15,645-15,645-100%$838.7K———
Ameritas Investment Partners, Inc.
N/A—15,297-15,297-100%$820.1K———
Legacy Wealth Advisors, LLC
N/A—15,251-15,251-100%$817.6K———
Concentric Capital Strategies, LP
N/A—15,243-15,243-100%$817.2K———
Mission Creek Capital Partners, Inc.
N/A—15,213-15,213-100%$815.6K———
Bramshill Investments, LLC
N/A—15,000-15,000-100%$804.2K———
QRG Capital Management, Inc.
N/A—14,713-14,713-100%$788.8K———
Xcelsior Advisor Partners LLC
N/A—14,476-14,476-100%$776.1K———
Aster Capital Management (Difc) Ltd
N/A—14,472-14,472-100%$775.8K———
Banque Transatlantique SA
N/A—14,300-14,300-100%$766.6K———
Cascade Financial Partners, LLC
N/A—14,256-14,256-100%$764.3K———
Brown Brothers Harriman & Co
N/A—14,246-14,246-100%$763.7K———
Private Wealth Asset Management, LLC
N/A—14,114-14,114-100%$756.7K———
Prepared Retirement Institute LLC
N/A—14,106-14,106-100%$756.2K———
Empirical Asset Management, LLC
N/A—14,075-14,075-100%$754.6K———
Meridian Wealth Advisors, LLC
N/A—13,971-13,971-100%$749.0K———
Pure Financial Advisors, LLC
N/A—13,781-13,781-100%$738.8K———
Wood Tarver Financial Group, LLC
N/A—13,600-13,600-100%$729.0K———
Moment Partners, LLC
N/A—13,354-13,354-100%$715.9K———
Sterneck Capital Management, LLC
N/A—13,319-13,319-100%$714.0K———
WealthShield Partners, LLC
N/A—13,319-13,319-100%$714.0K———
Pettyjohn, Wood & White, Inc
N/A—13,287-13,287-100%$712.3K———
X Advisors, LLC
N/A—13,267-13,267-100%$744.8K———
Rokos Capital Management LLP
N/A—13,265-13,265-100%$711.1K———
Gallagher Fiduciary Advisors, LLC
N/A—13,202-13,202-100%$707.8K———
Sequent Planning LLC
N/A—13,070-13,070-100%$700.7K———
Second Half Financial Partners, LLC
N/A—12,986-12,986-100%$696.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—12,893-12,893-100%$691.2K———
Bragg Financial Advisors, Inc
N/A—12,775-12,775-100%$684.9K———
Resolute Wealth Advisor, Inc.
N/A—12,765-12,765-100%$630.2K———
Ameriflex Group, Inc.
N/A—12,465-12,465-100%$668.3K———
Cofg Advisors, LLC
N/A—12,416-12,416-100%$665.6K———
Panoramic Investment Advisors, LLC
N/A—12,371-12,371-100%$663.2K———
Soros Fund Management LLC
N/A—12,270-12,270-100%$657.8K———
Octavia Wealth Advisors, LLC
N/A—12,216-12,216-100%$654.9K———
Elgethun Capital Management
N/A—12,154-12,154-100%$651.6K———
Old North State Trust, LLC
N/A—12,000-12,000-100%$643.0K———
First Wilshire Securities Management Inc
N/A—11,950-11,950-100%$640.6K———
CCG Wealth Management, LLC
N/A—11,925-11,925-100%$639.3K———
Vident Advisory, LLC
N/A—11,871-11,871-100%$636.4K———
Prostatis Group LLC
N/A—11,819-11,819-100%$633.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—11,809-11,809-100%$684.9K———
Klcm Advisors, Inc.
N/A—11,781-11,781-100%$631.6K———
Inspire Advisors, LLC
N/A—11,751-11,751-100%$629.9K———
Carr Financial Group Corp
N/A—11,489-11,489-100%$615.9K———
L & S Advisors Inc
N/A—11,473-11,473-100%$615.1K———
Kintra Wealth, LLC
N/A—11,450-11,450-100%$667.1K———
Johnson Financial Group, Inc.
N/A—11,368-11,368-100%$609.4K———
Denver Wealth Management, Inc.
N/A—11,346-11,346-100%$608.3K———
Vienna Asset Management LLC
N/A—11,302-11,302-100%$605.9K———
KKM Financial LLC
N/A—11,213-11,213-100%$601.1K———
Daybright Advisory Services, Inc.
N/A—11,209-11,209-100%$638.2K———
OneAscent Financial Services LLC
N/A—11,203-11,203-100%$600.6K———
Voya Financial Advisors, Inc.
N/A—11,129-11,129-100%$597.9K———
Range Advisory, LLC
N/A—11,047-11,047-100%$592.2K———
Main Street Financial Solutions, LLC
N/A—10,988-10,988-100%$589.1K———
First Foundation Advisors
N/A—10,953-10,953-100%$587.2K———
Hyundai Investments Co., Ltd.
N/A—10,907-10,907-100%$585.9K———
Jaffetilchin Investment Partners, LLC
N/A—10,845-10,845-100%$581.4K———
Icon Wealth Advisors, LLC
N/A—10,797-10,797-100%$578.8K———
Disciplined Investors, L.L.C.
N/A—10,571-10,571-100%$566.7K———
BBR Partners, LLC
N/A—10,537-10,537-100%$564.9K———
Hexagon Capital Partners LLC
N/A—10,535-10,535-100%$564.8K———
Arvest Bank Trust Division
N/A—10,415-10,415-100%$558.3K———
Brave Asset Management Inc
N/A—10,374-10,374-100%$556.2K———
Empower Advisory Group, LLC
N/A—10,373-10,373-100%$556.1K———
BTG Pactual Asset Management US LLC
N/A—10,288-10,288-100%$551.5K———
Seven Springs Wealth Group, LLC
N/A—10,206-10,206-100%$547.1K———
Redwood Investment Management, LLC
N/A—10,115-10,115-100%$542.0K———
Clare Market Investments LLC
N/A—10,041-10,041-100%$538.3K———
Select Asset Management & Trust
N/A—10,035-10,035-100%$538.0K———
Drexel Morgan & Co.
N/A—10,000-10,000-100%$536.1K———
Continuum Advisory, LLC
N/A—9,940-9,940-100%$532.9K———
Tyche Wealth Partners LLC
N/A—9,884-9,884-100%$529.9K———
Choate Investment Advisors
N/A—9,817-9,817-100%$526.3K———
Summit Wealth Partners, LLC
N/A—9,799-9,799-100%$525.4K———
Destination Wealth Management
N/A—9,795-9,795-100%$525.1K———
Hamilton Capital Partners, LLC
N/A—9,718-9,718-100%$521.0K———
Vantus Wealth LLC
N/A—9,640-9,640-100%$516.8K———
RiverFront Investment Group, LLC
N/A—9,610-9,610-100%$515.2K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—9,600-9,600-100%$514.7K———
Alpine Global Management, LLC
N/A—9,528-9,528-100%$510.8K———
Vertex Planning Partners, LLC
N/A—9,519-9,519-100%$510.3K———
Affinity Wealth Management LLC
N/A—9,490-9,490-100%$508.8K———
Brightwater Advisory LLC
N/A—9,349-9,349-100%$501.2K———
Eldridge Investment Advisors, Inc.
N/A—9,317-9,317-100%$499.5K———
Talisman Wealth Advisors LLC
N/A—9,315-9,315-100%$499.4K———
HM Payson & Co
N/A—9,269-9,269-100%$496.9K———
Quarry LP
N/A—9,130-9,130-100%$489.5K———
Bridgewater Advisors Inc.
N/A—9,090-9,090-100%$521.6K———
Sound View Wealth Advisors Group, LLC
N/A—9,021-9,021-100%$483.6K———
Capital Analysts, LLC
N/A—9,007-9,007-100%$483.0K———
1ST Source Bank
N/A—8,935-8,935-100%$479.0K———
Fortis Capital Management LLC
N/A—8,821-8,821-100%$472.9K———
Royal Capital Wealth Management, LLC
N/A—8,601-8,601-100%$461.1K———
Stratos Investment Management, LLC
N/A—8,578-8,578-100%$459.9K———
Financial Life Planners
N/A—8,559-8,559-100%$458.8K———
Mosaic Financial Group, LLC
N/A—8,501-8,501-100%$456.0K———
Stelac Advisory Services LLC
N/A—8,481-8,481-100%$454.7K———
Innovative Asset Advisors Group, LLC
N/A—8,474-8,474-100%$454.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—8,465-8,465-100%$454.0K———
All Terrain Financial Advisors, LLC
N/A—8,429-8,429-100%$451.9K———
One Wealth Management Investment & Advisory Services, LLC
N/A—8,397-8,397-100%$450.2K———
Capital Advisors Inc
N/A—8,371-8,371-100%$448.8K———
Chicago Wealth Management, Inc.
N/A—8,290-8,290-100%$444.4K———
Bouchey Financial Group, Ltd.
N/A—8,233-8,233-100%$441.4K———
Hudson Portfolio Management LLC
N/A—8,189-8,189-100%$439.0K———
OneAscent Family Office, LLC
N/A—8,123-8,123-100%$435.5K———
Mayflower Financial Advisors, LLC
N/A—8,088-8,088-100%$433.6K———
Severin Investments, LLC
N/A—8,032-8,032-100%$430.6K———
Rothschild Investment LLC
N/A—7,942-7,942-100%$425.8K———
Premier Private Wealth Management LLC
N/A—7,939-7,939-100%$425.6K———
Ducere Wealth Management LLC
N/A—7,910-7,910-100%$424.1K———
Garden State Investment Advisory Services LLC
N/A—7,872-7,872-100%$422.0K———
Peak Retirement Planning, Inc.
N/A—7,707-7,707-100%$413.2K———
Riverview Capital Advisers, LLC
N/A—7,610-7,610-100%$408.0K———
Crewe Advisors LLC
N/A—7,374-7,374-100%$395.3K———
Core Alternative Capital
N/A—7,290-7,290-100%$390.8K———
Liberty Wealth Management LLC
N/A—7,270-7,270-100%$358.9K———
Seeds Investor LLC
N/A—7,233-7,233-100%$387.8K———
Silvercrest Asset Management Group LLC
N/A—7,187-7,187-100%$385.3K———
Ancora Advisors LLCA
N/A—7,138-7,138-100%$382.7K———
D. E. Shaw & Co., Inc.
N/A—7,100-7,100-100%$380.6K———
Rothschild Capital Partners, LLC
N/A—7,023-7,023-100%$376.5K———
Pursue Wealth Partners LLC
N/A—7,001-7,001-100%$375.3K———
Vista Investment Management
N/A—6,998-6,998-100%$375.2K———
Resurgent Financial Advisors LLC
N/A—6,954-6,954-100%$372.8K———
Star Financial Bank
N/A—6,851-6,851-100%$367.3K———
Bulltick Wealth Management, LLC
N/A—6,651-6,651-100%$356.6K———
Fischer Investment Strategies, LLC
N/A—6,635-6,635-100%$355.7K———
Stillwater Private Wealth, LLC
N/A—6,559-6,559-100%$379———
FWG Holdings, LLC
N/A—6,540-6,540-100%$368.3K———
Wealthspire Retirement, LLC
N/A—6,525-6,525-100%$349.8K———
Richard W. Paul & Associates, LLC
N/A—6,508-6,508-100%$348.9K———
DV Trading LLC
N/A—6,500-6,500-100%$348.5K———
Daiichi Life International Holdings LLC
N/A—6,436-6,436-100%$345.0K———
Entelevest, LLC
N/A—6,435-6,435-100%$345.0K———
Boreal Capital Management LLC
N/A—6,290-6,290-100%$337.2K———
Private Capital Management, LLC
N/A—6,287-6,287-100%$337.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,272-6,272-100%$336.3K———
Van Eck Associates Corp
N/A—6,244-6,244-100%$334.7K———
SlateStone Wealth, LLC
N/A—6,095-6,095-100%$327.0K———
Stock Yards Bank & Trust Co
N/A—5,983-5,983-100%$320.7K———
Strategic Wealth Partners, Ltd.
N/A—5,932-5,932-100%$318.0K———
Whittier Trust Co of Nevada Inc
N/A—5,859-5,859-100%$328.4K———
Keel Point, LLC
N/A—5,858-5,858-100%$314.0K———
Asset Management Group, Inc.
N/A—5,841-5,841-100%$313.2K———
XP Advisory US, Inc.
N/A—5,832-5,832-100%$312.7K———
Tripletail Wealth Management, LLC
N/A—5,800-5,800-100%$322.6K———
Medallion Wealth Advisors, LLC
N/A—5,798-5,798-100%$310.7K———
Second Line Capital, LLC
N/A—5,787-5,787-100%$310.2K———
Caxton Associates LLP
N/A—5,700-5,700-100%$305.6K———
Safeguard Investment Advisory Group, LLC
N/A—5,697-5,697-100%$305.4K———
Plotkin Financial Advisors, LLC
N/A—5,518-5,518-100%$295.8K———
Summitry LLC
N/A—5,500-5,500-100%$294.9K———
Twin Focus Capital Partners, LLC
N/A—5,479-5,479-100%$293.7K———
BSW Wealth Partners
N/A—5,445-5,445-100%$291.9K———
Athena Investment Management
N/A—5,400-5,400-100%$289.5K———
Vines Capital Management, LLC
N/A—5,348-5,348-100%$286.7K———
MWA Asset Management
N/A—5,335-5,335-100%$286.0K———
LaSalle St. Investment Advisors, LLC
N/A—5,319-5,319-100%$285.2K———
Sovereign Financial Group, Inc.
N/A—5,314-5,314-100%$284.9K———
Quantbot Technologies LP
N/A—5,305-5,305-100%$284.4K———
Dopkins Wealth Management, LLC
N/A—5,305-5,305-100%$284.4K———
Brevan Howard Capital Management LP
N/A—5,285-5,285-100%$283.8K———
Strategic Investment Advisors / MI
N/A—5,250-5,250-100%$281.5K———
Orion Capital Management LLC
N/A—5,239-5,239-100%$280.9K———
Zacks Investment Management
N/A—5,238-5,238-100%$280.9K———
Millstone Evans Group, LLC
N/A—5,214-5,214-100%$279.5K———
Tulsa Wealth Advisors, Inc
N/A—5,126-5,126-100%$274.8K———
Pointe Capital Management LLC
N/A—5,072-5,072-100%$271.9K———
Arrowroot Family Office, LLC
N/A—5,011-5,011-100%$268.7K———
Kapstone Financial Advisors LLC
N/A—4,989-4,989-100%$267.5K———
Coppell Advisory Solutions LLC
N/A—4,964-4,964-100%$266.6K———
Strategic Financial Concepts, LLC
N/A—4,961-4,961-100%$266.0K———
Bearing Point Capital, LLC
N/A—4,843-4,843-100%$259.6K———
SageView Advisory Group, LLC
N/A—4,736-4,736-100%$253.9K———
Smartleaf Asset Management LLC
N/A—4,696-4,696-100%$252.3K———
Larch Capital Partners LLC
N/A—4,665-4,665-100%$250.1K———
IMA Advisory Services, Inc.
N/A—4,658-4,658-100%$249.7K———
Cape COD Five Cents Savings Bank
N/A—4,654-4,654-100%$249.5K———
Claret Asset Management Corp
N/A—4,639-4,639-100%$249.0K———
American Trust
N/A—4,624-4,624-100%$247.9K———
CIM, LLC
N/A—4,609-4,609-100%$247.1K———
Proffitt & Goodson Inc
N/A—4,591-4,591-100%$246.1K———
Vigil Wealth Management, LLC
N/A—4,573-4,573-100%$245.2K———
North Dallas Bank & Trust Co
N/A—4,528-4,528-100%$242.7K———
Strategies Wealth Advisors, LLC
N/A—4,516-4,516-100%$242.1K———
Potomac Fund Management Inc
N/A—4,503-4,503-100%$241.4K———
Copia Wealth Management
N/A—4,433-4,433-100%$237.7K———
Crux Wealth Advisors
N/A—4,408-4,408-100%$236.3K———
NCP Inc.
N/A—4,400-4,400-100%$235.9K———
Resources Management Corp
N/A—4,363-4,363-100%$233.9K———
Mcguire Capital Advisors Inc
N/A—4,343-4,343-100%$232.8K———
First American Trust, FSB
N/A—4,281-4,281-100%$229.5K———
Runnymede Capital Advisors, Inc.
N/A—4,200-4,200-100%$225.2K———
Yarger Wealth Strategies, LLC
N/A—4,153-4,153-100%$231.4K———
USA Financial Formulas
N/A—4,130-4,130-100%$221.4K———
Pacific SUN Financial Corp
N/A—4,126-4,126-100%$221.2K———
Kirkwood Financial Services
N/A—4,126-4,126-100%$221.2K———
Beaird Harris Wealth Management, LLC
N/A—4,063-4,063-100%$217.8K———
Bollard Group LLC
N/A—4,022-4,022-100%$216.0K———
Farmers National Bank
N/A—4,008-4,008-100%$214.9K———
Serenus Wealth Advisors, LLC
N/A—4,000-4,000-100%$214.4K———
Ark Wealth Advisors LLC
N/A—3,952-3,952-100%$211.9K———
Peak Asset Management, LLC
N/A—3,943-3,943-100%$211.4K———
Elevation Advisory Partners LLC
N/A—3,918-3,918-100%$219.6K———
Prasad Wealth Partners, LLC
N/A—3,878-3,878-100%$207.9K———
Concorde Asset Management, LLC
N/A—3,835-3,835-100%$205.6K———
First Commonwealth Financial Corp
N/A—3,809-3,809-100%$204.2K———
J Hagan Capital, Inc.
N/A—3,799-3,799-100%$203.7K———
Round Rock Advisors LLC
N/A—3,782-3,782-100%$202.8K———
Horizon Family Wealth, Inc.
N/A—3,779-3,779-100%$202.6K———
Trexquant Investment LP
N/A—3,777-3,777-100%$202.5K———
NorthStar Asset Management LLC
N/A—3,732-3,732-100%$200.1K———
Vanguard National Trust Co
N/A—3,699-3,699-100%$198.3K———
Dunhill Financial, LLC
N/A—3,671-3,671-100%$196.8K———
HHM Wealth Advisors, LLC
N/A—3,651-3,651-100%$195.7K———
Integrity Financial Corp
N/A—3,451-3,451-100%$185.0K———
Tiaa Trust, National Association
N/A—3,325-3,325-100%$178.3K———
Cascades Capital Asset Management, LLC
N/A—3,270-3,270-100%$175.3K———
Glassman Wealth Services
N/A—3,157-3,157-100%$169.2K———
Allied Private Wealth LLC
N/A—3,149-3,149-100%$173.1K———
Colonial Trust Advisors
N/A—3,035-3,035-100%$162.7K———
Tiaa Wealth Investment Management LLC
N/A—3,030-3,030-100%$162.6K———
Bogart Wealth, LLC
N/A—2,941-2,941-100%$157.7K———
Tower Research Capital LLC (TRC)
N/A—2,902-2,902-100%$155.6K———
Avalon Trust Co
N/A—2,706-2,706-100%$145.1K———
SHP Wealth Management
N/A—2,673-2,673-100%$143.3K———
Family Manage LLC
N/A—2,584-2,584-100%$138.5K———
Banque Cantonale Vaudoise
N/A—2,533-2,533-100%$136.0K———
Valor Advisors LLC
N/A—2,385-2,385-100%$127.9K———
Bartlett & Co. Wealth Management LLC
N/A—2,222-2,222-100%$119.1K———
Rialto Wealth Management, LLC
N/A—2,217-2,217-100%$118.9K———
Regatta Research & Money Management
N/A—2,105-2,105-100%$112.9K———
Ballast Advisors LLC
N/A—2,073-2,073-100%$111.1K———
Topsail Wealth Management, LLC
N/A—2,000-2,000-100%$107.2K———
Synergy Investment Management, LLC
N/A—1,999-1,999-100%$107.2K———
Protective Life Corp
N/A—1,993-1,993-100%$106.8K———
Frazier Financial Advisors, LLC
N/A—1,965-1,965-100%$105.4K———
Cambient Family Office, LLC
N/A—1,909-1,909-100%$102.3K———
Abound Financial, LLC
N/A—1,901-1,901-100%$101.9K———
Kerr Financial Planning Corp
N/A—1,880-1,880-100%$100.7K———
WealthCollab, LLC
N/A—1,825-1,825-100%$97.8K———
Keating Financial Advisory Services, Inc.
N/A—1,730-1,730-100%$92.7K———
Basecamp Wealth Advisors LLC
N/A—1,642-1,642-100%$88.0K———
Vision Retirement, LLC
N/A—1,630-1,630-100%$87.4K———
New Republic Capital, LLC
N/A—1,614-1,614-100%$86.5K———
Colonial Trust Co / SC
N/A—1,600-1,600-100%$85.8K———
Hollencrest Capital Management
N/A—1,530-1,530-100%$82.0K———
Cbiz Investment Advisory Services, LLC
N/A—1,500-1,500-100%$74.1K———
TD Capital Management LLC
N/A—1,493-1,493-100%$80.0K———
Truvestments Capital LLC
N/A—1,401-1,401-100%$75.1K———
Consultiva Wealth Management, Corp.
N/A—1,400-1,400-100%$75.1K———
Nalls Sherbakoff Group, LLC
N/A—1,313-1,313-100%$70.4K———
Caitlin John, LLC
N/A—1,203-1,203-100%$64.5K———
Mpwm Advisory Solutions, LLC
N/A—1,153-1,153-100%$61.8K———
Sittner & Nelson, LLC
N/A—1,064-1,064-100%$57.0K———
Pursuit Wealth Strategies, LLC
N/A—1,031-1,031-100%$55.3K———
Bellevue Asset Management, LLC
N/A—1,000-1,000-100%$53.6K———
Timbuktu Capital Management, LLC
N/A—975-975-100%$52.3K———
ST Germain D J Co Inc
N/A—964-964-100%$51.7K———
MidFirst Bank
N/A—958-958-100%$51.4K———
Ankerstar Wealth, LLC
N/A—898-898-100%$48.2K———
Sumitomo Mitsui Financial Group, Inc.
N/A—817-817-100%$43.8K———
Wellington-Altus USA Inc.
N/A—800-800-100%$39.5K———
Providence Capital Advisors, LLC
N/A—775-775-100%$41.5K———
Burnham & Co LLC
N/A—760-760-100%$40.7K———
Aventura Private Wealth, LLC
N/A—706-706-100%$37.8K———
Outlook Capital Management, LLC
N/A—670-670-100%$35.9K———
Marathon Trading Investment Management LLC
N/A—652-652-100%$35.0K———
Bernard Wealth Management Corp.
N/A—545-545-100%$29.2K———
Steigerwald, Gordon & Koch Inc.
N/A—439-439-100%$23.5K———
Moore Capital Management, LP
N/A—426-426-100%$22.8K———
Atomic Invest LLC
N/A—405-405-100%$21.8K———
BOK Financial Private Wealth, Inc.
N/A—400-400-100%$21.4K———
Matrix Private Capital Group LLC
N/A—390-390-100%$20.9K———
Ramirez Asset Management, Inc.
N/A—300-300-100%$16.1K———
Westfuller Advisors, LLC
N/A—294-294-100%$15.8K———
one8zero8, LLC
N/A—292-292-100%$15.7K———
Raffa Wealth Management, LLC
N/A—291-291-100%$15.6K———
Oxford Financial Group, Ltd. LLC
N/A—283-283-100%$15.2K———
Strategic Investment Solutions, Inc.
N/A—257-257-100%$13.8K———
Oakmont Advisory Group, LLC
N/A—254-254-100%$13.6K———
Field & Main Bank
N/A—190-190-100%$10.2K———
Delta Asset Management LLC
N/A—141-141-100%$7.5K———
VAN DEN Berg Management I, Inc
N/A—133-133-100%$7.2K———
PIN OAK Investment Advisors Inc
N/A—120-120-100%$6———
FWL Investment Management, LLC
N/A—109-109-100%$5.8K———
Operose Advisors LLC
N/A—100-100-100%$5.4K———
Financial Gravity Companies, Inc.
N/A—97-97-100%$5.2K———
Macquarie Group LTD
N/A—61-61-100%$3.3K———
Investment Counsel Co of Nevada
N/A—44-44-100%$2.4K———
Rexford Capital Inc
N/A—30-30-100%$1.6K———
Quantum Portfolio Management LLC
N/A—15-15-100%$804———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$536———
HighMark Wealth Management LLC
N/A—6-6-100%$321———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$54———
Freestone Grove Partners LP
N/A—1-1-100%$54———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1-1-100%$54———
Showing 1994 of 1994 institutions