IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Industrial Select Sector (XLI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares5,482,182 from 4,955,697
Change+526,485 (+11%)
Value$915.4M (-$2.5M)
Filed 2026-11-09
LPL Financial LLC
DECREASED
Shares5,319,321 from 5,327,652
Change-8,331 (0%)
Value$888.2M (-$98.6M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares4,316,684 from 3,847,445
Change+469,239 (+12%)
Value$720.8M (+$8.1M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares3,440,056 from 3,770,566
Change-330,510 (-9%)
Value$574.4M (-$124.0M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,876,381 from 3,236,426
Change-360,045 (-11%)
Value$480.3K (-$599.0M)
Filed 2026-11-02
Phoenix Financial Ltd.
DECREASED
Shares2,632,936 from 4,234,423
Change-1,601,487 (-38%)
Value$439.6M (-$344.7M)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares1,593,545 from 1,775,629
Change-182,084 (-10%)
Value$266.1M (-$62.8M)
Filed 2026-11-09
Meitav Investment House LTD
INCREASED
Shares1,562,401 from 1,250,129
Change+312,272 (+25%)
Value$260.9M (+$29.3M)
Filed 2026-10-28
ING Groep NV
UNCHANGED
Shares1,419,576 from 1,419,576
Change0 (0%)
Value$237.0M (-$25.9M)
Filed 2026-11-10
Natixis
INCREASED
Shares1,099,523 from 351,091
Change+748,432 (+213%)
Value$183.6M (+$118.6M)
Filed 2026-11-06
AGF Management LTD
INCREASED
Shares565,894 from 538,815
Change+27,079 (+5%)
Value$94.5M (-$5.3M)
Filed 2026-11-03
Mirae Asset Securities (USA) Inc.
INCREASED
Shares553,458 from 352,289
Change+201,169 (+57%)
Value$92.4M (+$27.2M)
Filed 2026-10-15
Barclays PLC
DECREASED
Shares491,300 from 834,565
Change-343,265 (-41%)
Value$82.0M (-$72.5M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares429,760 from 442,809
Change-13,049 (-3%)
Value$71.8M (-$10.3M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares419,766 from 386,211
Change+33,555 (+9%)
Value$70.1M (-$1.4M)
Filed 2026-10-30
HighTower Advisors, LLC
DECREASED
Shares358,065 from 359,618
Change-1,553 (0%)
Value$59.8M (-$6.8M)
Filed 2026-11-10
J.Safra Asset Management Corp
INCREASED
Shares346,058 from 335,937
Change+10,121 (+3%)
Value$57.8M (-$4.4M)
Filed 2026-11-03
Trust Asset Management LLC
UNCHANGED
Shares344,214 from 344,214
Change0 (0%)
Value$57.5M (-$6.3M)
Filed 2026-11-03
Factory Mutual Insurance Co
UNCHANGED
Shares332,380 from 332,380
Change0 (0%)
Value$55.5M (-$6.1M)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares306,078 from 332,059
Change-25,981 (-8%)
Value$51.1M (-$10.4M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares285,211 from 364,812
Change-79,601 (-22%)
Value$47.7K (-$67.5M)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares266,558 from 260,568
Change+5,990 (+2%)
Value$44.5M (-$3.8M)
Filed 2026-11-02
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares263,992 from 263,992
Change0 (0%)
Value$44.1M (-$4.8M)
Filed 2026-11-09
KCM Investment Advisors LLC
DECREASED
Shares257,967 from 263,844
Change-5,877 (-2%)
Value$43.1M (-$5.8M)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
INCREASED
Shares255,600 from 132,696
Change+122,904 (+93%)
Value$42.7M (+$18.1M)
Filed 2026-10-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares255,526 from 335,833
Change-80,307 (-24%)
Value$42.7M (-$19.5M)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares236,226 from 243,147
Change-6,921 (-3%)
Value$39.4M (-$5.6M)
Filed 2026-11-05
AlphaStar Capital Management, LLC
INCREASED
Shares235,643 from 215,982
Change+19,661 (+9%)
Value$39.3M (-$658.8K)
Filed 2026-10-16
Biltmore Wealth Management, LLC
INCREASED
Shares221,126 from 213,900
Change+7,226 (+3%)
Value$36.9M (-$2.7M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares208,179 from 201,189
Change+6,990 (+3%)
Value$34.8K (-$37.2M)
Filed 2026-11-02
New Harbor Financial Group, LLC
INCREASED
Shares207,915 from 203,706
Change+4,209 (+2%)
Value$34.7M (-$3.0M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares179,360 from 187,772
Change-8,412 (-4%)
Value$29.9M (-$4.8M)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares174,588 from 153,796
Change+20,792 (+14%)
Value$29.2M (+$665.0K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares174,573 from 161,630
Change+12,943 (+8%)
Value$29.4M (-$195.0K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares173,570 from 92,168
Change+81,402 (+88%)
Value$29.0M (+$11.9M)
Filed 2026-10-16
FMR LLC
INCREASED
Shares169,674 from 167,937
Change+1,737 (+1%)
Value$28.3M (-$2.8M)
Filed 2026-11-10
Armstrong Advisory Group, Inc
INCREASED
Shares163,085 from 160,828
Change+2,257 (+1%)
Value$27.2M (-$2.6M)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares162,990 from 155,894
Change+7,096 (+5%)
Value$27.2M (-$1.7M)
Filed 2026-10-29
Impact Partnership Wealth, LLC
INCREASED
Shares159,376 from 1,328
Change+158,048 (+11901%)
Value$26.6M (+$26.4M)
Filed 2026-11-09
Scotia Capital Inc.
DECREASED
Shares158,224 from 178,962
Change-20,738 (-12%)
Value$26.4M (-$6.7M)
Filed 2026-11-10
Creative Planning
INCREASED
Shares156,255 from 153,803
Change+2,452 (+2%)
Value$26.1M (-$2.4M)
Filed 2026-11-02
BAR Harbor Wealth Management
DECREASED
Shares155,800 from 156,128
Change-328 (0%)
Value$26.0M (-$2.9M)
Filed 2026-10-21
Bellwether Advisors, LLC
INCREASED
Shares154,049 from 152,772
Change+1,277 (+1%)
Value$25.7M (-$2.6M)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares153,790 from 202,997
Change-49,207 (-24%)
Value$25.7K (-$37.6M)
Filed 2026-10-26
Ayalon Insurance Comp Ltd.
INCREASED
Shares152,736 from 143,736
Change+9,000 (+6%)
Value$25.5K (-$1.1K)
Filed 2026-10-08
Oppenheimer Asset Management Inc.
INCREASED
Shares150,020 from 145,840
Change+4,180 (+3%)
Value$25.1M (-$2.0M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares149,937 from 128,857
Change+21,080 (+16%)
Value$25.0M (+$1.2M)
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares144,222
Change+144,222
Value$24.1M
Filed 2026-11-04
Vestor Capital, LLC
INCREASED
Shares142,463 from 3,794
Change+138,669 (+3655%)
Value$20.7K (+$18.7K)
Filed 2026-11-04
First Interstate Bank
INCREASED
Shares141,825 from 107,075
Change+34,750 (+32%)
Value$23.7M (+$3.8M)
Filed 2026-10-23
Krilogy Financial LLC
INCREASED
Shares140,420 from 128,932
Change+11,488 (+9%)
Value$23.8M (-$130.0K)
Filed 2026-10-13
NewSquare Capital LLC
INCREASED
Shares134,746 from 130,436
Change+4,310 (+3%)
Value$22.5M (-$1.7M)
Filed 2026-11-06
Nelson Capital Management, LLC
DECREASED
Shares124,226 from 124,403
Change-177 (0%)
Value$20.7M (-$2.3M)
Filed 2026-11-09
Trek Financial, LLC
DECREASED
Shares119,951 from 213,832
Change-93,881 (-44%)
Value$20.0M (-$19.6M)
Filed 2026-10-29
Lighthouse Financial Services Inc
INCREASED
Shares116,944 from 116,480
Change+464 (+0%)
Value$19.5M (-$1.8M)
Filed 2026-11-02
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares116,155 from 116,155
Change0 (0%)
Value$19.4M (-$2.1M)
Filed 2026-11-09
Strategic Point Investment Advisors, LLC
INCREASED
Shares114,865 from 114,740
Change+125 (+0%)
Value$19.2M (-$2.1M)
Filed 2026-10-29
IMZ Advisory Inc
INCREASED
Shares112,317 from 110,817
Change+1,500 (+1%)
Value$18.8M (-$1.8M)
Filed 2026-11-03
Jefferies Financial Group Inc.
DECREASED
Shares111,031 from 118,356
Change-7,325 (-6%)
Value$18.5M (-$3.4M)
Filed 2026-11-05
Tradewinds Capital Management, LLC
DECREASED
Shares107,451 from 147,946
Change-40,495 (-27%)
Value$17.9M (-$9.5M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares103,036 from 138,817
Change-35,781 (-26%)
Value$17.2M (-$8.5M)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares99,954 from 100,116
Change-162 (0%)
Value$16.7M (-$1.9M)
Filed 2026-10-20
Tamar Securities, LLC
INCREASED
Shares98,591 from 83,367
Change+15,224 (+18%)
Value$16.5M (+$1.0M)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares97,494 from 99,489
Change-1,995 (-2%)
Value$16.3M (-$2.1M)
Filed 2026-10-30
Founders Financial Securities LLC
DECREASED
Shares96,552 from 97,416
Change-864 (-1%)
Value$16.1M (-$1.9M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares96,431 from 78,077
Change+18,354 (+24%)
Value$13.4M (+$2.2M)
Filed 2026-10-13
HighPoint Advisor Group LLC
INCREASED
Shares96,106 from 86,309
Change+9,797 (+11%)
Value$16.0M (+$60.9K)
Filed 2026-11-09
Horizon Wealth Management, LLC
DECREASED
Shares85,560 from 230,058
Change-144,498 (-63%)
Value$14.3M (-$28.3M)
Filed 2026-11-02
Royal Fund Management, LLC
DECREASED
Shares84,852 from 88,935
Change-4,083 (-5%)
Value$14.2M (-$2.3M)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares84,237 from 123,692
Change-39,455 (-32%)
Value$14.1M (-$8.8M)
Filed 2026-10-22
Forbes J M & Co LLP
UNCHANGED
Shares82,117 from 82,117
Change0 (0%)
Value$13.7M (-$1.5M)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares80,550 from 37,632
Change+42,918 (+114%)
Value$13.5M (+$6.5M)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares80,162 from 80,316
Change-154 (0%)
Value$13.4M (-$1.5M)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares79,015 from 61,085
Change+17,930 (+29%)
Value$13.2M (+$1.9M)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares78,170 from 77,293
Change+877 (+1%)
Value$13.1M (-$1.3M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares74,669 from 94,440
Change-19,771 (-21%)
Value$12.5M (-$5.0M)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares69,870 from 82,260
Change-12,390 (-15%)
Value$11.7M (-$3.6M)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares69,432 from 66,204
Change+3,228 (+5%)
Value$11.6M (-$669.1K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares66,937 from 52,096
Change+14,841 (+28%)
Value$11.2M (+$1.5M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares66,004 from 51,903
Change+14,101 (+27%)
Value$11.0M (+$1.4M)
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares65,058 from 67,809
Change-2,751 (-4%)
Value$10.9M (-$1.7M)
Filed 2026-10-20
Sharper & Granite LLC
INCREASED
Shares64,766 from 61,921
Change+2,845 (+5%)
Value$10.5M (-$995.0K)
Filed 2026-11-02
Trust Co of Oklahoma
INCREASED
Shares64,535 from 58,620
Change+5,915 (+10%)
Value$10.8M (-$82.1K)
Filed 2026-10-15
Tritonpoint Wealth, LLC
DECREASED
Shares64,370 from 66,681
Change-2,311 (-3%)
Value$10.7M (-$1.6M)
Filed 2026-10-19
StoneX Group Inc.
DECREASED
Shares63,666 from 70,924
Change-7,258 (-10%)
Value$10.7M (-$2.4M)
Filed 2026-11-03
Lyell Wealth Management, LP
INCREASED
Shares63,170 from 61,942
Change+1,228 (+2%)
Value$10.5M (-$925.4K)
Filed 2026-10-30
Opal Wealth Advisors, LLC
INCREASED
Shares62,824 from 62,150
Change+674 (+1%)
Value$10.5M (-$1.0M)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares59,862 from 58,790
Change+1,072 (+2%)
Value$10.0M (-$832.5K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares59,297 from 54,568
Change+4,729 (+9%)
Value$9.9M (-$206.0K)
Filed 2026-11-04
Keystone Global Partners, LLC
DECREASED
Shares59,125 from 59,995
Change-870 (-1%)
Value$9.9M (-$1.2M)
Filed 2026-10-13
Compass Wealth Management, LLC
INCREASED
Shares58,954 from 56,252
Change+2,702 (+5%)
Value$9.8M (-$575.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares58,932 from 53,017
Change+5,915 (+11%)
Value$9.8M (+$22.6K)
Filed 2026-10-08
Vanderbilt University
INCREASED
Shares58,915 from 58,760
Change+155 (+0%)
Value$9.8M (-$1.0M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares58,820 from 55,784
Change+3,036 (+5%)
Value$9.9M (-$309.1K)
Filed 2026-11-04
Shira Ridge Wealth Management
INCREASED
Shares58,284 from 57,580
Change+704 (+1%)
Value$9.7M (-$933.3K)
Filed 2026-10-09
Busey Bank
DECREASED
Shares58,161 from 58,546
Change-385 (-1%)
Value$9.7M (-$1.1M)
Filed 2026-10-26
Level Four Advisory Services, LLC
DECREASED
Shares57,984 from 59,454
Change-1,470 (-2%)
Value$9.7M (-$1.3M)
Filed 2026-11-06
Innealta Capital, LLC
INCREASED
Shares56,470 from 56,457
Change+13 (+0%)
Value$9.4M (-$1.0M)
Filed 2026-11-02
Summit Securities Group LLC
NEW
Shares55,881
Change+55,881
Value$9.3M
Filed 2026-11-05
Macro Advisors, Inc.
INCREASED
Shares55,630 from 52,940
Change+2,690 (+5%)
Value$9.3M (-$517.0K)
Filed 2026-11-09
Intrua Financial, LLC
DECREASED
Shares53,934 from 67,543
Change-13,609 (-20%)
Value$9.0M (-$3.5M)
Filed 2026-10-28
IFG Advisory, LLC
INCREASED
Shares53,687 from 52,321
Change+1,366 (+3%)
Value$9.0M (-$726.9K)
Filed 2026-11-09
Oppenheimer & Co Inc
DECREASED
Shares52,077 from 62,338
Change-10,261 (-16%)
Value$8.7M (-$2.9M)
Filed 2026-10-26
Squarepoint Ops LLC
DECREASED
Shares50,667 from 75,397
Change-24,730 (-33%)
Value$8.5M (-$5.5M)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares50,617 from 52,921
Change-2,304 (-4%)
Value$8.5M (-$1.4M)
Filed 2026-10-13
Sage Rhino Capital LLC
INCREASED
Shares48,927 from 48,852
Change+75 (+0%)
Value$8.2M (-$878.9K)
Filed 2026-10-28
Atlas Capital Advisors Inc.
DECREASED
Shares48,771 from 53,101
Change-4,330 (-8%)
Value$5.9K (-$9.8M)
Filed 2026-11-09
Essex LLC
INCREASED
Shares48,285 from 46,631
Change+1,654 (+4%)
Value$8.1M (-$574.8K)
Filed 2026-10-14
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares47,808 from 75,461
Change-27,653 (-37%)
Value$8.6M (-$5.4M)
Filed 2026-10-14
Toth Financial Advisory Corp
DECREASED
Shares47,583 from 47,647
Change-64 (0%)
Value$7.9M (-$880.2K)
Filed 2026-10-08
Rye Brook Capital LLC
INCREASED
Shares47,500 from 45,770
Change+1,730 (+4%)
Value$7.9K (-$8.5M)
Filed 2026-10-07
Merit Financial Group, LLC
DECREASED
Shares47,467 from 47,895
Change-428 (-1%)
Value$7.9M (-$945.7K)
Filed 2026-11-06
Burns J W & Co Inc
DECREASED
Shares47,423 from 47,485
Change-62 (0%)
Value$7.9M (-$877.0K)
Filed 2026-10-20
Bank Hapoalim BM
INCREASED
Shares46,344 from 43,771
Change+2,573 (+6%)
Value$7.7K (-$8.1M)
Filed 2026-11-10
Sigma Planning Corp
INCREASED
Shares46,290 from 46,079
Change+211 (+0%)
Value$7.7M (-$818.2K)
Filed 2026-10-23
3Edge Asset Management, LP
DECREASED
Shares45,787 from 46,488
Change-701 (-2%)
Value$7.6M (-$965.5K)
Filed 2026-10-30
AdvisorShares Investments LLC
NEW
Shares45,239
Change+45,239
Value$7.6M
Filed 2026-11-09
Patten & Patten Inc
INCREASED
Shares44,913 from 44,903
Change+10 (+0%)
Value$7.5M (-$817.8K)
Filed 2026-10-26
Foronjy Financial LLC
INCREASED
Shares44,497 from 40,755
Change+3,742 (+9%)
Value$7.4M (-$118.9K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
INCREASED
Shares44,487 from 43,753
Change+734 (+2%)
Value$7.4M (-$675.8K)
Filed 2026-11-06
Shelter Rock Management, LLC
INCREASED
Shares43,839 from 24,944
Change+18,895 (+76%)
Value$7.4M (+$2.8M)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares43,541 from 49,620
Change-6,079 (-12%)
Value$7.3M (-$1.9M)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares43,264 from 47,214
Change-3,950 (-8%)
Value$7.2M (-$1.5M)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares43,173 from 41,772
Change+1,401 (+3%)
Value$7.2M (-$528.4K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
INCREASED
Shares42,757 from 40,766
Change+1,991 (+5%)
Value$7.1M (-$411.5K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares42,233 from 39,413
Change+2,820 (+7%)
Value$7.1M (-$248.5K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares42,017 from 38,829
Change+3,188 (+8%)
Value$7.0M (-$176.3K)
Filed 2026-10-14
Capstone Wealth Management Group, LLC
NEW
Shares41,839
Change+41,839
Value$6.5M
Filed 2026-11-05
Western Wealth Management, LLC
INCREASED
Shares41,526 from 38,228
Change+3,298 (+9%)
Value$6.9M (-$146.9K)
Filed 2026-11-09
Canton Hathaway, LLC
INCREASED
Shares40,801 from 40,518
Change+283 (+1%)
Value$6.8M (-$692.1K)
Filed 2026-10-23
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares40,511 from 40,511
Change0 (0%)
Value$6.8M (-$739.3K)
Filed 2026-10-20
Theory Financial LLC
NEW
Shares40,131
Change+40,131
Value$6.7M
Filed 2026-11-09
Private Advisory Group LLC
INCREASED
Shares39,839 from 6,321
Change+33,518 (+530%)
Value$6.7M (+$5.5M)
Filed 2026-11-06
Stockman Wealth Management, Inc.
INCREASED
Shares39,538 from 37,655
Change+1,883 (+5%)
Value$6.6M (-$372.9K)
Filed 2026-10-27
Client First Capital LLC
INCREASED
Shares39,339 from 38,009
Change+1,330 (+4%)
Value$6.6M (-$471.7K)
Filed 2026-10-22
Harbour Investments, Inc.
DECREASED
Shares39,260 from 40,380
Change-1,120 (-3%)
Value$6.6M (-$923.9K)
Filed 2026-11-09
Howard Capital Management Group, LLC
INCREASED
Shares39,154 from 27,239
Change+11,915 (+44%)
Value$6.5M (+$1.5M)
Filed 2026-10-16
Massachusetts Wealth Management
DECREASED
Shares38,946 from 39,169
Change-223 (-1%)
Value$6.5M (-$752.1K)
Filed 2026-10-21
Orange Investment Advisors, Inc.
DECREASED
Shares38,870 from 39,192
Change-322 (-1%)
Value$6.5M (-$769.0K)
Filed 2026-10-23
Winthrop Capital Management, LLC
DECREASED
Shares38,283 from 39,995
Change-1,712 (-4%)
Value$6.4M (-$1.0M)
Filed 2026-11-05
Cumberland Advisors Inc
DECREASED
Shares38,236 from 39,441
Change-1,205 (-3%)
Value$6.4M (-$921.0K)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares38,210 from 39,243
Change-1,033 (-3%)
Value$6.4M (-$888.6K)
Filed 2026-10-20
Country Trust Bank
DECREASED
Shares37,150 from 118,086
Change-80,936 (-69%)
Value$6.2M (-$15.7M)
Filed 2026-10-30
Arch Global Advisors, LLC
INCREASED
Shares36,725 from 35,091
Change+1,634 (+5%)
Value$6.1M (-$367.6K)
Filed 2026-10-23
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares36,671 from 36,671
Change0 (0%)
Value$6.1M (-$669.2K)
Filed 2026-11-09
Algorithmic Investment Models, LLC
INCREASED
Shares36,600 from 28,883
Change+7,717 (+27%)
Value$6.1M (+$761.5K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares36,591 from 39,352
Change-2,761 (-7%)
Value$6.1M (-$1.2M)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares36,334 from 47,942
Change-11,608 (-24%)
Value$6.1M (-$2.8M)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares36,093 from 49,001
Change-12,908 (-26%)
Value$6.0M (-$3.0M)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares36,076 from 37,133
Change-1,057 (-3%)
Value$6.0M (-$854.2K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares36,016 from 37,106
Change-1,090 (-3%)
Value$6.0M (-$859.2K)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares35,410 from 19,044
Change+16,366 (+86%)
Value$5.9M (+$2.4M)
Filed 2026-10-20
Crescent Grove Advisors, LLC
INCREASED
Shares34,771 from 34,723
Change+48 (+0%)
Value$5.8M (-$625.7K)
Filed 2026-10-21
Sage Capital Advisors,llc
INCREASED
Shares34,767 from 34,605
Change+162 (+0%)
Value$5.8M (-$604.6K)
Filed 2026-10-13
Petredis Investment Advisors LLC
INCREASED
Shares34,756 from 34,207
Change+549 (+2%)
Value$5.8M (-$532.6K)
Filed 2026-10-20
Centennial Bank
INCREASED
Shares34,339 from 29,271
Change+5,068 (+17%)
Value$5.7M (+$312.1K)
Filed 2026-11-09
Apollon Financial, LLC
INCREASED
Shares33,542 from 28,893
Change+4,649 (+16%)
Value$5.6M (+$249.0K)
Filed 2026-10-23
Kennicott Capital Management LLC
INCREASED
Shares33,456 from 33,121
Change+335 (+1%)
Value$5.6M (-$548.5K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
DECREASED
Shares33,191 from 33,406
Change-215 (-1%)
Value$5.5M (-$645.6K)
Filed 2026-10-28
McCollum Christoferson Group LLC
DECREASED
Shares31,690 from 31,767
Change-77 (0%)
Value$5.3M (-$592.6K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
INCREASED
Shares31,653 from 30,524
Change+1,129 (+4%)
Value$5.3M (-$368.6K)
Filed 2026-10-06
CMH Wealth Management LLC
INCREASED
Shares31,536 from 31,001
Change+535 (+2%)
Value$5.3M (-$476.4K)
Filed 2026-10-22
Blair William & Co
INCREASED
Shares31,243 from 31,010
Change+233 (+1%)
Value$5.2M (-$527.0K)
Filed 2026-11-10
Granite Harbor Advisors, Inc.
INCREASED
Shares31,089 from 29,479
Change+1,610 (+5%)
Value$5.2M (-$269.1K)
Filed 2026-11-10
Ironwood Wealth Management, Inc.
INCREASED
Shares30,969 from 30,918
Change+51 (+0%)
Value$5.2M (-$384.4K)
Filed 2026-10-14
Premier Path Wealth Partners, LLC
DECREASED
Shares30,727 from 40,279
Change-9,552 (-24%)
Value$5.1M (-$2.3M)
Filed 2026-10-16
Cooksen Wealth, LLC
INCREASED
Shares30,268 from 29,089
Change+1,179 (+4%)
Value$5.1M (-$265.3K)
Filed 2026-10-13
Teamwork Financial Advisors, LLC
INCREASED
Shares30,013 from 25,782
Change+4,231 (+16%)
Value$5.0M (+$235.9K)
Filed 2026-10-19
Guerra PAN Advisors, LLC
DECREASED
Shares29,944 from 29,956
Change-12 (0%)
Value$5.0M (-$557.7K)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares29,628 from 14,475
Change+15,153 (+105%)
Value$4.9M (+$2.3M)
Filed 2026-11-05
Parcion Private Wealth LLC
NEW
Shares29,299
Change+29,299
Value$4.9M
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares29,144 from 19,041
Change+10,103 (+53%)
Value$4.9M (+$1.3M)
Filed 2026-11-05
Measured Wealth Private Client Group, LLC
DECREASED
Shares28,666 from 28,757
Change-91 (0%)
Value$4.8M (-$540.1K)
Filed 2026-11-10
TCV Trust & Wealth Management, Inc.
DECREASED
Shares28,363 from 28,768
Change-405 (-1%)
Value$4.7M (-$592.6K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
DECREASED
Shares28,360 from 39,858
Change-11,498 (-29%)
Value$4.7M (-$2.6M)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares28,226 from 27,925
Change+301 (+1%)
Value$4.7M (-$459.4K)
Filed 2026-10-27
Visionary Horizons, LLC
INCREASED
Shares27,803 from 27,361
Change+442 (+2%)
Value$4.6M (-$425.6K)
Filed 2026-10-22
Camelot Technology Advisors, Inc.
INCREASED
Shares27,788 from 27,124
Change+664 (+2%)
Value$4.6M (-$384.1K)
Filed 2026-10-09
First Merchants Corp
INCREASED
Shares27,649 from 23,867
Change+3,782 (+16%)
Value$4.6M (+$195.9K)
Filed 2026-10-15
Arrow Investment Advisors, LLC
UNCHANGED
Shares26,996 from 26,996
Change0 (0%)
Value$4.5M (-$492.7K)
Filed 2026-11-02
Madison Park Capital Advisors, LLC
DECREASED
Shares26,904 from 79,707
Change-52,803 (-66%)
Value$4.5M (+$359.6K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
DECREASED
Shares26,687 from 40,257
Change-13,570 (-34%)
Value$4.5M (-$3.0M)
Filed 2026-10-13
AMG National Trust Bank
DECREASED
Shares26,602 from 26,693
Change-91 (0%)
Value$4.4M (-$502.2K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares26,558 from 20,267
Change+6,291 (+31%)
Value$4.4M (+$681.0K)
Filed 2026-11-09
WealthCare Investment Partners, LLC
INCREASED
Shares26,235 from 23,736
Change+2,499 (+11%)
Value$4.4M (-$15.8K)
Filed 2026-11-05
Edgestream Partners, L.P.
INCREASED
Shares25,890 from 9,067
Change+16,823 (+186%)
Value$4.3M (+$2.6M)
Filed 2026-11-10
Keybank National Association
INCREASED
Shares25,846 from 22,947
Change+2,899 (+13%)
Value$4.3M (+$65.3K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares25,809 from 26,075
Change-266 (-1%)
Value$4.3M (-$520.3K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares25,096 from 19,224
Change+5,872 (+31%)
Value$4.2M (+$1.1M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares25,077 from 24,111
Change+966 (+4%)
Value$4.2M (-$278.8K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
INCREASED
Shares25,012 from 24,963
Change+49 (+0%)
Value$4.2M (-$447.4K)
Filed 2026-10-16
Clarus Wealth Advisors
INCREASED
Shares24,977 from 24,203
Change+774 (+3%)
Value$4.2M (-$139.4K)
Filed 2026-10-13
Vaughan David Investments LLC
DECREASED
Shares24,842 from 27,014
Change-2,172 (-8%)
Value$4.1K (-$5.0M)
Filed 2026-11-05
Investment Management Corp
DECREASED
Shares24,832 from 39,582
Change-14,750 (-37%)
Value$4.1M (-$3.2M)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
DECREASED
Shares24,742 from 33,250
Change-8,508 (-26%)
Value$4.2M (-$1.9M)
Filed 2026-11-04
Vivid Wealth Management, LLC
DECREASED
Shares24,722 from 25,133
Change-411 (-2%)
Value$4.1M (-$527.4K)
Filed 2026-10-27
High Note Wealth, LLC
DECREASED
Shares24,638 from 25,305
Change-667 (-3%)
Value$4.1M (-$573.2K)
Filed 2026-10-27
Fairfield Financial Advisors, LTD
DECREASED
Shares24,490 from 26,954
Change-2,464 (-9%)
Value$4.1M (-$903.3K)
Filed 2026-10-14
Vectors Research Management, LLC
DECREASED
Shares24,314 from 24,648
Change-334 (-1%)
Value$4.1M (-$505.6K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
DECREASED
Shares24,055 from 25,278
Change-1,223 (-5%)
Value$4.0M (-$665.5K)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares23,975 from 24,163
Change-188 (-1%)
Value$4.0M (-$472.5K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares23,742 from 23,700
Change+42 (+0%)
Value$4.0M (-$278.6K)
Filed 2026-10-21
Summit Global Investments
NEW
Shares23,428
Change+23,428
Value$3.9K
Filed 2026-10-28
Courier Capital LLC
INCREASED
Shares23,088 from 22,630
Change+458 (+2%)
Value$3.9M (-$336.4K)
Filed 2026-10-19
LightSquare Wealth Management, LLC
DECREASED
Shares23,079 from 28,662
Change-5,583 (-19%)
Value$3.9M (-$1.5M)
Filed 2026-11-03
10Elms LLP
DECREASED
Shares23,000 from 23,507
Change-507 (-2%)
Value$3.8M (-$513.7K)
Filed 2026-11-06
Channel Wealth LLC
INCREASED
Shares22,780 from 20,932
Change+1,848 (+9%)
Value$3.8M (-$73.4K)
Filed 2026-11-06
Wall Street Financial Group, Inc.
INCREASED
Shares22,595 from 22,191
Change+404 (+2%)
Value$3.8M (-$337.5K)
Filed 2026-11-09
Tucker Asset Management LLC
DECREASED
Shares22,481 from 28,422
Change-5,941 (-21%)
Value$3.8M (-$1.5M)
Filed 2026-10-29
Waldron Private Wealth LLC
UNCHANGED
Shares22,384 from 22,384
Change0 (0%)
Value$3.7M (-$408.5K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares22,063 from 19,122
Change+2,941 (+15%)
Value$3.7M (+$142.0K)
Filed 2026-10-28
Taiyo Life Insurance Co
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$3.7K (-$4.1M)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares21,810 from 18,518
Change+3,292 (+18%)
Value$3.6M (+$337.0K)
Filed 2026-11-06
Innova Wealth Partners
DECREASED
Shares21,805 from 22,937
Change-1,132 (-5%)
Value$3.6M (-$607.6K)
Filed 2026-10-21
Value Investment Professionals, LLC
INCREASED
Shares21,802 from 21,745
Change+57 (+0%)
Value$3.6M (-$387.4K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares21,593 from 22,073
Change-480 (-2%)
Value$3.6M (-$482.9K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED
Shares21,220 from 20,408
Change+812 (+4%)
Value$3.5M (-$236.8K)
Filed 2026-10-30
Butensky & Cohen Financial Security, Inc
INCREASED
Shares21,022 from 20,869
Change+153 (+1%)
Value$3.5M (-$355.3K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares21,004 from 15,328
Change+5,676 (+37%)
Value$3.5M (+$669.3K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares20,988 from 20,172
Change+816 (+4%)
Value$3.5K (-$231)
Filed 2026-10-27
Zullo Investment Group, Inc.
DECREASED
Shares20,884 from 20,943
Change-59 (0%)
Value$3.5M (-$392.1K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares20,490 from 22,115
Change-1,625 (-7%)
Value$3.4M (-$675.0K)
Filed 2026-10-13
Finivi Inc.
INCREASED
Shares20,467 from 20,109
Change+358 (+2%)
Value$3.4M (-$307.2K)
Filed 2026-10-13
Floyd Financial Group LLC
DECREASED
Shares20,394 from 20,735
Change-341 (-2%)
Value$3.4M (-$301.8K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares20,036 from 19,383
Change+653 (+3%)
Value$3.3K (-$3.6M)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares20,024 from 26,122
Change-6,098 (-23%)
Value$3.3M (-$1.5M)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares20,010 from 20,527
Change-517 (-3%)
Value$3.3M (-$460.9K)
Filed 2026-11-05
Chemung Canal Trust Co
INCREASED
Shares19,668 from 19,435
Change+233 (+1%)
Value$3.3M (-$315.8K)
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
INCREASED
Shares19,577 from 19,069
Change+508 (+3%)
Value$3.3M (-$263.0K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares19,565 from 18,895
Change+670 (+4%)
Value$3.3M (-$232.9K)
Filed 2026-10-13
Clark Financial Services Group Inc
INCREASED
Shares19,484 from 18,971
Change+513 (+3%)
Value$3.3M (-$260.6K)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares19,292 from 19,077
Change+215 (+1%)
Value$3.6M (+$39.8K)
Filed 2026-11-06
Amarillo National Bank
DECREASED
Shares19,268 from 19,333
Change-65 (0%)
Value$3.2M (-$363.7K)
Filed 2026-10-23
Absolute Capital Management, LLC
INCREASED
Shares18,985 from 16,832
Change+2,153 (+13%)
Value$3.2M (+$52.3K)
Filed 2026-10-16
David Kennon Inc
INCREASED
Shares18,982 from 18,779
Change+203 (+1%)
Value$3.2M (-$308.8K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares18,968 from 18,950
Change+18 (+0%)
Value$3.2K (-$3.5M)
Filed 2026-10-14
Crestwood Advisors Group, LLC
INCREASED
Shares18,894 from 18,733
Change+161 (+1%)
Value$3.2M (-$315.0K)
Filed 2026-10-27
Nilsine Partners, LLC
INCREASED
Shares18,792 from 18,600
Change+192 (+1%)
Value$3.1M (-$307.4K)
Filed 2026-11-02
St. Johns Investment Management Company, LLC
INCREASED
Shares18,789 from 18,409
Change+380 (+2%)
Value$3.1M (-$272.5K)
Filed 2026-10-30
Es4, LLC
INCREASED
Shares18,683 from 18,633
Change+50 (+0%)
Value$3.1M (-$331.8K)
Filed 2026-11-09
Associated Banc-Corp
INCREASED
Shares18,588 from 17,854
Change+734 (+4%)
Value$3.1M (-$203.3K)
Filed 2026-10-30
CX Institutional
DECREASED
Shares18,534 from 35,394
Change-16,860 (-48%)
Value$3.1K (-$3.5K)
Filed 2026-10-02
Mechanics Bank Trust Department
DECREASED
Shares18,518 from 22,194
Change-3,676 (-17%)
Value$3.1M (-$1.0M)
Filed 2026-10-13
MontVue Capital Management, Inc.
DECREASED
Shares18,378 from 18,522
Change-144 (-1%)
Value$3.1M (-$362.1K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares18,202 from 11,632
Change+6,570 (+56%)
Value$3.0M (+$884.9K)
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$3.0K (-$3.4M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares18,131 from 13,943
Change+4,188 (+30%)
Value$3.0M (+$444.8K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares18,100 from 3,158
Change+14,942 (+473%)
Value$3.0M (+$2.4M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares18,031 from 14,775
Change+3,256 (+22%)
Value$3.0M (+$274.0K)
Filed 2026-10-23
CMG Global Holdings, LLC
INCREASED
Shares17,974 from 17,580
Change+394 (+2%)
Value$3.0M (-$255.0K)
Filed 2026-10-14
Curat Global, LLC
INCREASED
Shares17,929 from 8,779
Change+9,150 (+104%)
Value$3.0M (+$1.8M)
Filed 2026-10-26
BigSur Wealth Management LLC
UNCHANGED
Shares17,570 from 17,570
Change0 (0%)
Value$2.9M (-$320.7K)
Filed 2026-10-13
Flagship Capital Management Inc.
DECREASED
Shares17,471 from 17,571
Change-100 (-1%)
Value$2.9M (-$337.4K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares17,403 from 22,621
Change-5,218 (-23%)
Value$2.9M (-$1.3M)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares17,268 from 16,896
Change+372 (+2%)
Value$2.9M (-$246.2K)
Filed 2026-10-30
Lynx Capital Group LTD
INCREASED
Shares17,200 from 12,800
Change+4,400 (+34%)
Value$2.9M (+$501.1K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares17,183 from 16,958
Change+225 (+1%)
Value$2.9M (-$271.8K)
Filed 2026-11-05
Graetz Wealth LLC
INCREASED
Shares17,154 from 16,020
Change+1,134 (+7%)
Value$2.9M (-$102.9K)
Filed 2026-10-27
FIL Ltd
DECREASED
Shares17,043 from 267,259
Change-250,216 (-94%)
Value$2.8M (-$46.7M)
Filed 2026-11-10
Pine Valley Investments Ltd Liability Co
INCREASED
Shares17,036 from 15,979
Change+1,057 (+7%)
Value$2.8M (-$115.1K)
Filed 2026-11-09
Everest Financial Group LLC
INCREASED
Shares17,028 from 15,531
Change+1,497 (+10%)
Value$2.8M (-$33.5K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares16,955 from 16,647
Change+308 (+2%)
Value$2.9M (-$159.7K)
Filed 2026-10-13
Chesapeake Wealth Management
DECREASED
Shares16,816 from 17,740
Change-924 (-5%)
Value$2.8M (-$478.0K)
Filed 2026-11-09
CFC Planning Co LLC
INCREASED
Shares16,623 from 15,139
Change+1,484 (+10%)
Value$2.8M (-$28.3K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
INCREASED
Shares16,613 from 15,281
Change+1,332 (+9%)
Value$2.8M (-$56.2K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares16,403 from 11,310
Change+5,093 (+45%)
Value$2.7M (+$644.1K)
Filed 2026-11-04
Horizon Financial Services, LLC
DECREASED
Shares15,845 from 18,056
Change-2,211 (-12%)
Value$2.6M (-$698.7K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
INCREASED
Shares15,753 from 14,782
Change+971 (+7%)
Value$2.6M (-$107.7K)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares15,560 from 11,554
Change+4,006 (+35%)
Value$2.6M (+$457.9K)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares15,537 from 15,629
Change-92 (-1%)
Value$2.6M (-$300.7K)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares15,380 from 66,681
Change-51,301 (-77%)
Value$2.6M (-$9.8M)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares15,308 from 15,271
Change+37 (+0%)
Value$2.6M (-$272.5K)
Filed 2026-10-16
MSH Capital Advisors LLC
INCREASED
Shares15,197 from 15,173
Change+24 (+0%)
Value$2.5M (-$272.9K)
Filed 2026-11-03
Trust Co
DECREASED
Shares14,842 from 15,276
Change-434 (-3%)
Value$2.5M (-$351.3K)
Filed 2026-10-09
Money Concepts Capital Corp
DECREASED
Shares14,826 from 200,680
Change-185,854 (-93%)
Value$2.5M (-$34.7M)
Filed 2026-11-06
Stephen J. Garry & Associates, LLC
INCREASED
Shares14,424 from 14,314
Change+110 (+1%)
Value$2.4M (-$242.9K)
Filed 2026-11-05
M&T Bank Corp
DECREASED
Shares14,412 from 16,400
Change-1,988 (-12%)
Value$2.4M (-$631.1K)
Filed 2026-11-10
Kestra Private Wealth Services, LLC
DECREASED
Shares14,287 from 15,838
Change-1,551 (-10%)
Value$2.4M (-$548.1K)
Filed 2026-11-06
Darwin Wealth Management, LLC
INCREASED
Shares14,106 from 13,760
Change+346 (+3%)
Value$2.4M (-$193.4K)
Filed 2026-11-09
United Asset Strategies, Inc.
INCREASED
Shares14,100 from 13,994
Change+106 (+1%)
Value$2.4M (-$237.8K)
Filed 2026-10-28
Boltwood Capital Management
INCREASED
Shares14,033 from 13,806
Change+227 (+2%)
Value$2.3M (-$214.1K)
Filed 2026-10-02
Bessemer Group Inc
INCREASED
Shares14,026 from 13,149
Change+877 (+7%)
Value$2.3K (-$2.4M)
Filed 2026-11-09
First Business Financial Services, Inc.
UNCHANGED
Shares14,013 from 14,013
Change0 (0%)
Value$2.3M (-$255.7K)
Filed 2026-10-29
Cornerstone Advisory, LLC
DECREASED
Shares13,964 from 14,013
Change-49 (0%)
Value$2.3M (-$263.8K)
Filed 2026-11-06
Quattro Financial Advisors LLC
UNCHANGED
Shares13,946 from 13,946
Change0 (0%)
Value$2.3M (-$254.5K)
Filed 2026-10-15
Banco Santander, S.A.
INCREASED
Shares13,639 from 6,792
Change+6,847 (+101%)
Value$2.3M (+$1.0M)
Filed 2026-11-10
Wharton Business Group, LLC
UNCHANGED
Shares13,632 from 13,632
Change0 (0%)
Value$2.3M (-$248.7K)
Filed 2026-11-09
Modera Wealth Management, LLC
INCREASED
Shares13,614 from 12,102
Change+1,512 (+12%)
Value$2.3M (+$31.7K)
Filed 2026-10-28
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares13,600 from 17,300
Change-3,700 (-21%)
Value$2.3M (-$885.7K)
Filed 2026-10-19
Wall Capital Group, Inc.
INCREASED
Shares13,490 from 13,307
Change+183 (+1%)
Value$2.3M (-$212.4K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares13,457 from 18,295
Change-4,838 (-26%)
Value$2.2M (-$1.1M)
Filed 2026-10-13
Wealthfront Advisers LLC
INCREASED
Shares13,247 from 11,177
Change+2,070 (+19%)
Value$2.2M (+$141.7K)
Filed 2026-11-09
Landaas & Co
UNCHANGED
Shares13,148 from 13,148
Change0 (0%)
Value$2.2M (-$240.0K)
Filed 2026-10-29
Hansen & Associates Financial Group, Inc.
INCREASED
Shares12,915 from 12,227
Change+688 (+6%)
Value$2.2M (-$94.0K)
Filed 2026-11-09
Colony Family Offices, LLC
UNCHANGED
Shares12,842 from 12,842
Change0 (0%)
Value$2.1M (-$234.4K)
Filed 2026-10-22
Cullen Capital Management, LLC
INCREASED
Shares12,824 from 2,964
Change+9,860 (+333%)
Value$2.1M (+$1.6M)
Filed 2026-11-10
McGuire Investment Group, LLC
DECREASED
Shares12,799 from 12,803
Change-4 (0%)
Value$2.1M (-$234.3K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares12,749 from 9,983
Change+2,766 (+28%)
Value$2.1M (+$279.7K)
Filed 2026-10-05
Accel Wealth Management
INCREASED
Shares12,748 from 10,951
Change+1,797 (+16%)
Value$2.1M (+$100.2K)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares12,557 from 12,435
Change+122 (+1%)
Value$2.1M (-$206.6K)
Filed 2026-10-15
Guardian Partners Inc.
DECREASED
Shares12,400 from 20,400
Change-8,000 (-39%)
Value$5.8M (+$2.0M)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares12,391 from 19,960
Change-7,569 (-38%)
Value$2.1M (-$1.6M)
Filed 2026-10-14
Deltec Asset Management LLC
UNCHANGED
Shares12,250 from 12,250
Change0 (0%)
Value$2.0M (-$223.6K)
Filed 2026-10-26
Gerald Baker Financial Group LLC
INCREASED
Shares12,225 from 11,158
Change+1,067 (+10%)
Value$2.0M (-$25.5K)
Filed 2026-10-09
Simplicity Wealth,LLC
DECREASED
Shares12,179 from 18,193
Change-6,014 (-33%)
Value$2.0M (-$1.3M)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares12,159 from 11,807
Change+352 (+3%)
Value$2.0M (-$156.8K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares12,139 from 11,349
Change+790 (+7%)
Value$2.0M (-$75.2K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
INCREASED
Shares12,084 from 11,782
Change+302 (+3%)
Value$2.0M (-$164.3K)
Filed 2026-10-23
Sava Infond d.o.o.
DECREASED
Shares12,070 from 13,620
Change-1,550 (-11%)
Value$2.0M (-$507.4K)
Filed 2026-10-28
New Wave Wealth Advisors LLC
DECREASED
Shares12,048 from 13,401
Change-1,353 (-10%)
Value$2.0M (-$450.1K)
Filed 2026-10-19
Marion Wealth Management
INCREASED
Shares12,028 from 11,818
Change+210 (+2%)
Value$2.0M (-$180.6K)
Filed 2026-10-22
White Pine Investment Co
INCREASED
Shares11,898 from 11,465
Change+433 (+4%)
Value$2.0K (-$2.1M)
Filed 2026-10-15
Parsons Capital Management Inc
INCREASED
Shares11,881 from 11,523
Change+358 (+3%)
Value$2.0M (-$150.5K)
Filed 2026-10-28
Moulton Wealth Management, Inc
DECREASED
Shares11,813 from 11,846
Change-33 (0%)
Value$2.0M (-$189.0K)
Filed 2026-10-13
Capitol Family Office, Inc.
DECREASED
Shares11,738 from 11,825
Change-87 (-1%)
Value$2.0M (-$230.3K)
Filed 2026-10-13
Cdkv Holdings LLC
INCREASED
Shares11,696 from 11,624
Change+72 (+1%)
Value$2.0M (-$200.0K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares11,589
Change+11,589
Value$1.9M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares11,589 from 10,670
Change+919 (+9%)
Value$1.9M (-$41.3K)
Filed 2026-10-14
Redwood Financial Network Corp
INCREASED
Shares11,494 from 10,892
Change+602 (+6%)
Value$1.9M (-$98.2K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares11,372 from 11,661
Change-289 (-2%)
Value$1.9M (-$261.1K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares11,344 from 12,776
Change-1,432 (-11%)
Value$1.9M (-$472.4K)
Filed 2026-11-03
Beacon Capital Management, Inc.
NEW
Shares11,326
Change+11,326
Value$1.9M
Filed 2026-10-13
Terra Nova Asset Management LLC
INCREASED
Shares11,298 from 11,279
Change+19 (+0%)
Value$1.9M (-$202.6K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares11,267 from 15,833
Change-4,566 (-29%)
Value$1.9M (-$1.1M)
Filed 2026-10-29
Sacks & Associates, LLC
DECREASED
Shares11,265 from 11,677
Change-412 (-4%)
Value$1.9M (-$219.0K)
Filed 2026-10-09
First Horizon Corp
UNCHANGED
Shares11,263 from 11,263
Change0 (0%)
Value$1.9M (-$205.5K)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares11,257 from 13,361
Change-2,104 (-16%)
Value$1.9M (-$595.3K)
Filed 2026-11-06
Successful Portfolios LLC
DECREASED
Shares11,143 from 11,309
Change-166 (-1%)
Value$1.9M (-$157.6K)
Filed 2026-10-09
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares11,122 from 10,819
Change+303 (+3%)
Value$1.9M (-$146.8K)
Filed 2026-10-14
AMI Investment Management Inc
INCREASED
Shares11,105 from 10,898
Change+207 (+2%)
Value$1.9M (-$164.3K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares11,081 from 11,064
Change+17 (+0%)
Value$1.9M (-$199.0K)
Filed 2026-10-22
Southern Capital Services Inc
INCREASED
Shares11,066 from 10,582
Change+484 (+5%)
Value$1.8M (-$112.3K)
Filed 2026-10-19
Objective Capital Management, LLC
INCREASED
Shares11,010 from 11,005
Change+5 (+0%)
Value$1.8M (-$200.0K)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares10,928 from 5,513
Change+5,415 (+98%)
Value$1.8M (+$803.6K)
Filed 2026-10-29
Nwam LLC
INCREASED
Shares10,916 from 10,576
Change+340 (+3%)
Value$1.8M (-$136.3K)
Filed 2026-11-09
Strategic Blueprint, LLC
INCREASED
Shares10,839 from 10,573
Change+266 (+3%)
Value$1.8M (-$148.5K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED
Shares10,743 from 10,627
Change+116 (+1%)
Value$1.8M (-$174.6K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares10,665 from 21,578
Change-10,913 (-51%)
Value$1.8M (-$2.2M)
Filed 2026-10-21
City Center Advisors, LLC
DECREASED
Shares10,643 from 10,947
Change-304 (-3%)
Value$1.8M (-$250.6K)
Filed 2026-10-08
Simon Quick Advisors, LLC
DECREASED
Shares10,611 from 11,478
Change-867 (-8%)
Value$1.8M (-$354.2K)
Filed 2026-10-26
SMI Advisory Services, LLC
DECREASED
Shares10,562 from 15,419
Change-4,857 (-31%)
Value$1.8M (-$1.1M)
Filed 2026-10-13
Neville Rodie & Shaw Inc
INCREASED
Shares10,500 from 10,000
Change+500 (+5%)
Value$1.8K (-$99)
Filed 2026-10-05
Bison Wealth, LLC
INCREASED
Shares10,458 from 7,876
Change+2,582 (+33%)
Value$1.8M (+$307.6K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares10,390 from 11,201
Change-811 (-7%)
Value$1.7M (-$339.8K)
Filed 2026-10-14
Confluence Investment Management LLC
DECREASED
Shares10,280 from 10,894
Change-614 (-6%)
Value$1.7M (-$301.3K)
Filed 2026-10-01
Fulcrum Equity Management
DECREASED
Shares10,201 from 10,482
Change-281 (-3%)
Value$1.7M (-$238.3K)
Filed 2026-10-21
Cushing Capital Partners, LLC
DECREASED
Shares10,180 from 12,139
Change-1,959 (-16%)
Value$1.7M (-$548.7K)
Filed 2026-10-20
Directional Asset Management
INCREASED
Shares10,043 from 9,633
Change+410 (+4%)
Value$1.7M (-$107.4K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares9,896 from 19,050
Change-9,154 (-48%)
Value$1.7M (-$1.9M)
Filed 2026-11-03
E&G Advisors, LLC
INCREASED
Shares9,745 from 9,714
Change+31 (+0%)
Value$1.6M (-$172.1K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares9,671 from 9,154
Change+517 (+6%)
Value$1.6M (-$80.7K)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares9,539 from 9,366
Change+173 (+2%)
Value$1.6M (-$142.0K)
Filed 2026-10-23
Orca Investment Management, LLC
DECREASED
Shares9,539 from 9,639
Change-100 (-1%)
Value$1.6M (-$192.6K)
Filed 2026-10-29
Belpointe Asset Management LLC
INCREASED
Shares9,533 from 8,278
Change+1,255 (+15%)
Value$1.6M (+$58.5K)
Filed 2026-11-09
RCW Management, LLC
INCREASED
Shares9,499 from 9,472
Change+27 (+0%)
Value$1.6M (-$168.4K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares9,408 from 9,309
Change+99 (+1%)
Value$1.6M (-$153.3K)
Filed 2026-10-28
Alchemi Wealth, LLC
DECREASED
Shares9,352 from 9,522
Change-170 (-2%)
Value$1.6M (-$202.2K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares9,351 from 11,810
Change-2,459 (-21%)
Value$1.6M (-$629.3K)
Filed 2026-10-30
Providence First Trust Co
DECREASED
Shares9,280 from 11,816
Change-2,536 (-21%)
Value$1.5M (-$639.1K)
Filed 2026-11-02
Wespac Advisors, LLC
INCREASED
Shares9,180 from 8,514
Change+666 (+8%)
Value$1.5M (-$44.2K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED
Shares9,145 from 9,723
Change-578 (-6%)
Value$1.5M (-$274.0K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares9,141 from 13,187
Change-4,046 (-31%)
Value$1.5M (-$916.4K)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
INCREASED
Shares9,106 from 8,996
Change+110 (+1%)
Value$1.5M (-$145.7K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares9,099 from 9,692
Change-593 (-6%)
Value$1.5M (-$275.9K)
Filed 2026-11-04
Magnolia Capital Management LTD
DECREASED
Shares9,090 from 9,140
Change-50 (-1%)
Value$1.5K (-$175)
Filed 2026-10-09
First Bancorp, Inc
UNCHANGED
Shares9,086 from 9,086
Change0 (0%)
Value$1.5M (-$165.8K)
Filed 2026-10-26
Gateway Investment Advisers LLC
INCREASED
Shares9,031 from 5,649
Change+3,382 (+60%)
Value$1.5M (+$461.6K)
Filed 2026-10-13
NBT Bank, N.A.
INCREASED
Shares9,009 from 8,830
Change+179 (+2%)
Value$1.5M (-$131.3K)
Filed 2026-10-21
Parkside Investments, LLC
NEW
Shares9,000
Change+9,000
Value$1.8M
Filed 2026-10-20
111 Capital
NEW
Shares8,881
Change+8,881
Value$1.5M
Filed 2026-11-03
Florida Financial Advisors, LLC
INCREASED
Shares8,859 from 5,891
Change+2,968 (+50%)
Value$1.5M (+$387.8K)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares8,847 from 8,090
Change+757 (+9%)
Value$1.5M (-$21.4K)
Filed 2026-11-05
Washington Growth Strategies LLC
INCREASED
Shares8,809 from 8,165
Change+644 (+8%)
Value$1.5M (-$41.5K)
Filed 2026-10-19
Cornerstone Enterprises, LLC
NEW
Shares8,764
Change+8,764
Value$1.5M
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
DECREASED
Shares8,649 from 8,665
Change-16 (0%)
Value$1.4M (-$160.8K)
Filed 2026-10-16
Windsor Capital Management, LLC
DECREASED
Shares8,648 from 9,150
Change-502 (-5%)
Value$1.4M (-$250.9K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares8,634 from 8,149
Change+485 (+6%)
Value$1.4M (-$67.8K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
INCREASED
Shares8,615 from 8,415
Change+200 (+2%)
Value$1.4M (-$120.2K)
Filed 2026-10-22
Herbst Group, LLC
NEW
Shares8,575
Change+8,575
Value$1.4M
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares8,538 from 8,516
Change+22 (+0%)
Value$1.4M (-$151.7K)
Filed 2026-11-05
Aspen Investment Management Inc
UNCHANGED
Shares8,463 from 8,463
Change0 (0%)
Value$1.4K (-$155)
Filed 2026-11-05
Point Windward Advisors Inc.
INCREASED
Shares8,389 from 7,975
Change+414 (+5%)
Value$1.4M (-$76.4K)
Filed 2026-11-06
Cypress Asset Management Inc
DECREASED
Shares8,358 from 8,944
Change-586 (-7%)
Value$1.4M (-$261.1K)
Filed 2026-10-09
Founders Financial Alliance, LLC
INCREASED
Shares8,343 from 8,281
Change+62 (+1%)
Value$1.4M (-$140.7K)
Filed 2026-11-10
Contravisory Investment Management, Inc.
INCREASED
Shares8,313 from 7,128
Change+1,185 (+17%)
Value$1.4M (+$67.8K)
Filed 2026-10-13
Geneos Wealth Management Inc.
DECREASED
Shares8,312 from 23,525
Change-15,213 (-65%)
Value$1.4M (-$3.0M)
Filed 2026-11-09
Financial & Tax Architects, LLC
INCREASED
Shares8,222 from 7,608
Change+614 (+8%)
Value$1.4M (-$36.3K)
Filed 2026-10-15
Evanson Financial, LLC
INCREASED
Shares8,214 from 8,200
Change+14 (+0%)
Value$1.4M (-$147.5K)
Filed 2026-10-23
Worth Asset Management, LLC
DECREASED
Shares8,160 from 9,570
Change-1,410 (-15%)
Value$1.4M (-$410.1K)
Filed 2026-10-07
Visionary Wealth Advisors
DECREASED
Shares8,109 from 12,827
Change-4,718 (-37%)
Value$1.4M (-$1.0M)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares8,080 from 8,783
Change-703 (-8%)
Value$1.3M (-$277.7K)
Filed 2026-10-23
Plimoth Trust Co LLC
INCREASED
Shares8,036 from 7,709
Change+327 (+4%)
Value$1.3M (-$86.1K)
Filed 2026-10-26
Principle Wealth Partners LLC
DECREASED
Shares7,837 from 8,470
Change-633 (-7%)
Value$1.3M (-$260.2K)
Filed 2026-11-02
Legacy Capital Group California, Inc.
INCREASED
Shares7,788 from 6,860
Change+928 (+14%)
Value$1.3M (+$29.8K)
Filed 2026-11-09
First Growth Capital LLC
DECREASED
Shares7,783 from 7,947
Change-164 (-2%)
Value$1.3M (-$172.4K)
Filed 2026-10-15
Investment Management Trust, LLC
DECREASED
Shares7,766 from 7,770
Change-4 (0%)
Value$1.3M (-$142.6K)
Filed 2026-11-05
Vilga Financial Planning LLC
DECREASED
Shares7,763 from 7,842
Change-79 (-1%)
Value$1.3M (-$156.3K)
Filed 2026-10-09
Elmwood Wealth Management, Inc.
INCREASED
Shares7,761 from 7,742
Change+19 (+0%)
Value$1.3M (-$138.1K)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares7,716
Change+7,716
Value$1.3M
Filed 2026-10-19
Capital Investment Counsel, Inc
INCREASED
Shares7,712 from 7,667
Change+45 (+1%)
Value$1.3M (-$132.4K)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares7,592 from 7,576
Change+16 (+0%)
Value$1.3M (-$135.6K)
Filed 2026-11-04
Private Wealth Management Group, LLC
DECREASED
Shares7,566 from 7,889
Change-323 (-4%)
Value$1.3M (-$197.9K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,535 from 7,150
Change+385 (+5%)
Value$1.3M (-$66.2K)
Filed 2026-11-02
Ibex Wealth Advisors
DECREASED
Shares7,502 from 16,397
Change-8,895 (-54%)
Value$1.3M (-$1.8M)
Filed 2026-11-06
Symmetry Partners, LLC
DECREASED
Shares7,490 from 15,141
Change-7,651 (-51%)
Value$1.3M (-$1.6M)
Filed 2026-10-27
Fagan Associates, Inc.
INCREASED
Shares7,443 from 7,293
Change+150 (+2%)
Value$1.2M (-$107.9K)
Filed 2026-10-13
Olistico Wealth, LLC
DECREASED
Shares7,403 from 7,494
Change-91 (-1%)
Value$1.2M (-$151.9K)
Filed 2026-10-05
Silverlake Wealth Management LLC
DECREASED
Shares7,341 from 9,227
Change-1,886 (-20%)
Value$1.2M (-$483.2K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares7,332 from 7,061
Change+271 (+4%)
Value$1.2M (-$83.7K)
Filed 2026-10-07
SeaCrest Wealth Management, LLC
INCREASED
Shares7,090 from 7,065
Change+25 (+0%)
Value$1.2M (-$124.8K)
Filed 2026-10-21
Roberts Wealth Advisors, LLC
DECREASED
Shares7,063 from 7,263
Change-200 (-3%)
Value$1.2M (-$165.9K)
Filed 2026-10-14
Schuylkill Financial LLC
INCREASED
Shares7,034 from 6,630
Change+404 (+6%)
Value$1.2M (-$53.6K)
Filed 2026-10-21
Retirement Planning Group, LLC
INCREASED
Shares7,026 from 6,845
Change+181 (+3%)
Value$1.2M (-$94.7K)
Filed 2026-10-19
Financial Insights, Inc.
DECREASED
Shares6,948 from 7,148
Change-200 (-3%)
Value$1.2M (-$163.8K)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares6,940 from 6,770
Change+170 (+3%)
Value$1.2M (-$71.0K)
Filed 2026-10-09
Wealthstar Advisors, LLC
INCREASED
Shares6,851 from 6,814
Change+37 (+1%)
Value$1.1M (-$118.1K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
DECREASED
Shares6,835 from 6,836
Change-1 (0%)
Value$1.1M (-$125.0K)
Filed 2026-10-08
Nuveen, LLC
INCREASED
Shares6,821 from 2,775
Change+4,046 (+146%)
Value$1.2M (+$639.7K)
Filed 2026-11-10
NWF Advisory Services Inc.
INCREASED
Shares6,766 from 6,540
Change+226 (+3%)
Value$1.1M (-$81.7K)
Filed 2026-10-19
Leuthold Group, LLC
INCREASED
Shares6,747 from 5,089
Change+1,658 (+33%)
Value$1.1M (+$184.0K)
Filed 2026-11-04
Howland Capital Management LLC
INCREASED
Shares6,741 from 5,889
Change+852 (+14%)
Value$1.1M (+$34.8K)
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares6,696 from 6,678
Change+18 (+0%)
Value$1.1M (-$119.0K)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares6,630 from 6,476
Change+154 (+2%)
Value$1.1M (-$53.8K)
Filed 2026-11-02
Advisor Resource Council
DECREASED
Shares6,596 from 7,426
Change-830 (-11%)
Value$1.1M (-$256.0K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares6,580 from 6,410
Change+170 (+3%)
Value$1.1M (-$88.6K)
Filed 2026-10-19
Smith Salley Wealth Management
DECREASED
Shares6,547 from 6,646
Change-99 (-1%)
Value$1.1M (-$137.8K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares6,522 from 5,346
Change+1,176 (+22%)
Value$1.1M (+$98.9K)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares6,520 from 6,151
Change+369 (+6%)
Value$1.1M (-$50.6K)
Filed 2026-10-15
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares6,520 from 6,303
Change+217 (+3%)
Value$1.1M (-$78.8K)
Filed 2026-11-03
Toews Corp
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$1.1M (-$118.6K)
Filed 2026-11-09
Luminist Capital LLC
DECREASED
Shares6,495 from 7,344
Change-849 (-12%)
Value$1.1M (-$275.8K)
Filed 2026-11-10
Assetmark, Inc
DECREASED
Shares6,491 from 59,425
Change-52,934 (-89%)
Value$1.1M (-$9.9M)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares6,485 from 4,574
Change+1,911 (+42%)
Value$1.1M (+$235.5K)
Filed 2026-11-06
Nixon Peabody Trust Co
UNCHANGED
Shares6,476 from 6,476
Change0 (0%)
Value$1.1M (-$118.2K)
Filed 2026-10-23
Argent Trust Co
INCREASED
Shares6,464 from 6,296
Change+168 (+3%)
Value$1.1M (-$86.8K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares6,422 from 6,833
Change-411 (-6%)
Value$1.1M (-$193.2K)
Filed 2026-10-29
Montag A & Associates Inc
INCREASED
Shares6,379 from 6,376
Change+3 (+0%)
Value$1.1M (-$115.9K)
Filed 2026-10-29
Lynch & Associates
UNCHANGED
Shares6,375 from 6,375
Change0 (0%)
Value$1.1M (-$116.3K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED
Shares6,340 from 8,127
Change-1,787 (-22%)
Value$1.1M (-$446.7K)
Filed 2026-10-21
Constitution Capital LLC
INCREASED
Shares6,315 from 6,165
Change+150 (+2%)
Value$1.1M (-$87.5K)
Filed 2026-10-23
Asset One Wealth Management LLC
DECREASED
Shares6,302 from 6,310
Change-8 (0%)
Value$1.1M (-$83.8K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares6,276 from 6,792
Change-516 (-8%)
Value$1.0M (-$210.1K)
Filed 2026-10-20
Avise Financial Cooperative, Inc.
NEW
Shares6,247
Change+6,247
Value$1.0M
Filed 2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares6,229 from 5,204
Change+1,025 (+20%)
Value$1.0M (+$76.2K)
Filed 2026-10-20
Donaldson Capital Management, LLC
DECREASED
Shares6,181 from 6,561
Change-380 (-6%)
Value$1.0M (-$183.3K)
Filed 2026-11-09
First International Bank of Israel Ltd.
DECREASED
Shares6,152 from 6,154
Change-2 (0%)
Value$1.0M (-$112.7K)
Filed 2026-11-04
Power Wealth Management LLC
INCREASED
Shares6,142 from 6,121
Change+21 (+0%)
Value$1.0M (-$108.3K)
Filed 2026-10-27
University of Texas S AM Investment Management Co
INCREASED
Shares6,092 from 5,990
Change+102 (+2%)
Value$1.0M (-$92.3K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
DECREASED
Shares6,071 from 6,131
Change-60 (-1%)
Value$1.0M (-$121.9K)
Filed 2026-11-02
MKT Advisors LLC
INCREASED
Shares6,061 from 6,060
Change+1 (+0%)
Value$1.0M (-$84.5K)
Filed 2026-10-20
LongView Wealth Management
DECREASED
Shares6,010 from 6,589
Change-579 (-9%)
Value$1.0M (-$216.9K)
Filed 2026-10-19
4Wealth Advisors, Inc.
INCREASED
Shares5,982 from 5,424
Change+558 (+10%)
Value$1.0M (+$20.5K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$997.7K (-$109.0K)
Filed 2026-10-20
Kanawha Capital Management LLC
DECREASED
Shares5,950 from 5,965
Change-15 (0%)
Value$993.6K (-$111.4K)
Filed 2026-10-19
Cape ANN Savings Bank
DECREASED
Shares5,924 from 5,969
Change-45 (-1%)
Value$989.2K (-$116.4K)
Filed 2026-11-09
Partners Wealth Management, LLC
NEW
Shares5,838
Change+5,838
Value$974.9K
Filed 2026-10-28
Personal CFO Solutions, LLC
INCREASED
Shares5,818 from 4,854
Change+964 (+20%)
Value$971.4K (+$72.4K)
Filed 2026-11-06
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares5,815 from 5,715
Change+100 (+2%)
Value$971.0K (-$87.6K)
Filed 2026-10-22
First Citizens Financial Corp
INCREASED
Shares5,727 from 5,506
Change+221 (+4%)
Value$956.3K (-$63.6K)
Filed 2026-10-02
Occidental Asset Management, LLC
INCREASED
Shares5,689 from 4,445
Change+1,244 (+28%)
Value$949.9K (+$126.6K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares5,653 from 5,666
Change-13 (0%)
Value$943.9K (-$105.5K)
Filed 2026-11-06
Duncker Streett & Co Inc
INCREASED
Shares5,628 from 5,342
Change+286 (+5%)
Value$939.8K (-$49.7K)
Filed 2026-10-27
Kagan Cocozza Asset Management
INCREASED
Shares5,572 from 5,565
Change+7 (+0%)
Value$930.4K (-$100.4K)
Filed 2026-10-19
Independence Bank of Kentucky
DECREASED
Shares5,555 from 5,612
Change-57 (-1%)
Value$927.6K (-$111.9K)
Filed 2026-10-26
Fourpath Capital Management, LLC
INCREASED
Shares5,554 from 5,200
Change+354 (+7%)
Value$927.4K (-$35.7K)
Filed 2026-10-19
Deutsche Bank Ag\
DECREASED
Shares5,477 from 5,814
Change-337 (-6%)
Value$914.5K (-$162.4K)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares5,462 from 6,304
Change-842 (-13%)
Value$912.1K (-$255.7K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares5,397 from 5,461
Change-64 (-1%)
Value$901.1K (-$110.4K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares5,365 from 5,272
Change+93 (+2%)
Value$896.7K (-$79.8K)
Filed 2026-10-30
MBA Advisors LLC
INCREASED
Shares5,307 from 4,726
Change+581 (+12%)
Value$886.2K (+$10.8K)
Filed 2026-10-29
Silver OAK Securities, Incorporated
INCREASED
Shares5,279 from 1,450
Change+3,829 (+264%)
Value$858.7K (+$590.0K)
Filed 2026-11-09
Rockingstone Advisors LLC
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$880.8K (-$96.3K)
Filed 2026-10-16
Hartford Financial Management Inc.
INCREASED
Shares5,264 from 4,923
Change+341 (+7%)
Value$879.0K (-$32.9K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares5,254 from 4,675
Change+579 (+12%)
Value$877.4K (+$11.4K)
Filed 2026-10-28
Arrow Financial Corp
UNCHANGED
Shares5,229 from 5,229
Change0 (0%)
Value$873.1K (-$95.4K)
Filed 2026-10-26
Cornerstone National Bank & Trust Co
INCREASED
Shares5,222 from 4,980
Change+242 (+5%)
Value$880.6K (-$32.5K)
Filed 2026-10-20
Wolff Financial Management LLC
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$860.9K (-$94.1K)
Filed 2026-10-23
Beaton Management Co. Inc.
UNCHANGED
Shares5,126 from 5,126
Change0 (0%)
Value$856 (-$948.1K)
Filed 2026-11-09
15 Wealth Advisors LLC
NEW
Shares5,069
Change+5,069
Value$846.5K
Filed 2026-10-14
Midwest Financial Group LLC
INCREASED
Shares5,060 from 2,986
Change+2,074 (+69%)
Value$844.9K (+$291.8K)
Filed 2026-10-15
Ritholtz Wealth Management
DECREASED
Shares5,022 from 5,285
Change-263 (-5%)
Value$838.6K (-$140.4K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
INCREASED
Shares5,010 from 2,347
Change+2,663 (+113%)
Value$594.2K (+$159.5K)
Filed 2026-11-02
Eastern Bank
DECREASED
Shares4,989 from 78,620
Change-73,631 (-94%)
Value$833.1K (-$13.7M)
Filed 2026-10-05
Karnit Road Accident Victims Compensation Fund
INCREASED
Shares4,978 from 2,078
Change+2,900 (+140%)
Value$831.2K (+$446.3K)
Filed 2026-11-04
Worth Financial Advisory Group, LLC
INCREASED
Shares4,956 from 4,807
Change+149 (+3%)
Value$827.6K (-$62.8K)
Filed 2026-10-19
Crew Capital Management, Ltd
DECREASED
Shares4,939 from 16,005
Change-11,066 (-69%)
Value$824.7K (-$2.1M)
Filed 2026-10-28
Bricktown Capital, LLC
UNCHANGED
Shares4,933 from 4,933
Change0 (0%)
Value$823.7K (-$90.0K)
Filed 2026-10-13
Elco Management Co., LLC
DECREASED
Shares4,880 from 49,800
Change-44,920 (-90%)
Value$814.9K (-$8.4M)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares4,859 from 4,759
Change+100 (+2%)
Value$811.4K (-$70.2K)
Filed 2026-10-13
Schnieders Capital Management, Llc.
INCREASED
Shares4,855 from 4,843
Change+12 (+0%)
Value$810.7K (-$86.4K)
Filed 2026-11-09
Burford Brothers, Inc.
DECREASED
Shares4,851 from 5,254
Change-403 (-8%)
Value$810.0K (-$163.2K)
Filed 2026-10-21
Convergence Financial, LLC
NEW
Shares4,848
Change+4,848
Value$809.5K
Filed 2026-10-27
Chartist Inc
DECREASED
Shares4,847 from 4,894
Change-47 (-1%)
Value$809.4K (-$97.1K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares4,812 from 5,774
Change-962 (-17%)
Value$803.5K (-$266.0K)
Filed 2026-10-14
Ifrah Financial Services, Inc.
DECREASED
Shares4,798 from 4,869
Change-71 (-1%)
Value$801.1K (-$100.9K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
UNCHANGED
Shares4,797 from 4,797
Change0 (0%)
Value$801.0K (-$87.5K)
Filed 2026-10-26
Leavell Investment Management, Inc.
INCREASED
Shares4,787 from 3,868
Change+919 (+24%)
Value$799.3K (+$82.9K)
Filed 2026-11-09
Angeles Wealth Management, LLC
DECREASED
Shares4,763 from 4,813
Change-50 (-1%)
Value$795.3K (-$96.2K)
Filed 2026-10-26
United Bank
DECREASED
Shares4,761 from 5,086
Change-325 (-6%)
Value$795.0K (-$147.1K)
Filed 2026-11-06
Advisory Solutions Group, LLC
DECREASED
Shares4,733 from 7,896
Change-3,163 (-40%)
Value$790.4K (-$672.2K)
Filed 2026-10-14
Security Financial Services, Inc.
UNCHANGED
Shares4,628 from 4,628
Change0 (0%)
Value$772.8K (-$84.5K)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares4,621 from 2,439
Change+2,182 (+89%)
Value$771.6K (+$319.8K)
Filed 2026-10-16
Aviance Capital Partners, LLC
UNCHANGED
Shares4,617 from 4,617
Change0 (0%)
Value$770.9K (-$84.3K)
Filed 2026-10-29
Chicago Trust Co NA
DECREASED
Shares4,566 from 4,621
Change-55 (-1%)
Value$762.4K (-$93.5K)
Filed 2026-10-28
Russell Investments Group, Ltd.
DECREASED
Shares4,553 from 4,559
Change-6 (0%)
Value$760.3K (-$84.2K)
Filed 2026-11-06
BLB&B Advisors, LLC
DECREASED
Shares4,531 from 4,713
Change-182 (-4%)
Value$756.5K (-$116.4K)
Filed 2026-10-27
Goelzer Investment Management, Inc.
DECREASED
Shares4,503 from 4,540
Change-37 (-1%)
Value$751.9K (-$89.0K)
Filed 2026-10-16
Arta Finance Wealth Management LLC
NEW
Shares4,494
Change+4,494
Value$750.4K
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares4,480 from 4,083
Change+397 (+10%)
Value$748.1K (-$8.2K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares4,449 from 4,618
Change-169 (-4%)
Value$743.0K (-$112.5K)
Filed 2026-10-23
Finward Bancorp
DECREASED
Shares4,437 from 4,528
Change-91 (-2%)
Value$740.9K (-$97.8K)
Filed 2026-10-14
EPG Wealth Management LLC
INCREASED
Shares4,378 from 4,259
Change+119 (+3%)
Value$731.1K (-$57.8K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares4,349 from 4,290
Change+59 (+1%)
Value$742.2K (-$47.2K)
Filed 2026-10-28
Flagstar Securities, Inc
INCREASED
Shares4,346 from 4,330
Change+16 (+0%)
Value$725.7K (-$76.4K)
Filed 2026-10-15
James Investment Research, Inc.
DECREASED
Shares4,325 from 4,699
Change-374 (-8%)
Value$722.2K (-$148.2K)
Filed 2026-10-22
One Day In July LLC
INCREASED
Shares4,315 from 4,288
Change+27 (+1%)
Value$720.5K (-$73.7K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares4,314 from 4,079
Change+235 (+6%)
Value$724.3K (-$23.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,314 from 4,079
Change+235 (+6%)
Value$724.3K (-$23.1K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$718.0K (-$78.5K)
Filed 2026-10-26
CWA Asset Management Group, LLC
DECREASED
Shares4,281 from 4,424
Change-143 (-3%)
Value$714.8K (-$104.6K)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares4,276 from 4,144
Change+132 (+3%)
Value$714.0K (-$53.6K)
Filed 2026-11-04
Bridges Investment Management Inc
NEW
Shares4,273
Change+4,273
Value$713.5K
Filed 2026-11-10
Zinnia Wealth Advisory, LLC
NEW
Shares4,257
Change+4,257
Value$710.8K
Filed 2026-11-06
Cresta Advisors, Ltd.
DECREASED
Shares4,257 from 9,772
Change-5,515 (-56%)
Value$710.8K (-$1.1M)
Filed 2026-10-14
Certuity, LLC
NEW
Shares4,242
Change+4,242
Value$708.4K
Filed 2026-11-02
Brown Miller Wealth Management, LLC
DECREASED
Shares4,229 from 4,231
Change-2 (0%)
Value$706.2K (-$77.6K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares4,198 from 4,305
Change-107 (-2%)
Value$701.0K (-$96.4K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
NEW
Shares4,168
Change+4,168
Value$696.0K
Filed 2026-10-26
Lake Street Private Wealth, LLC
INCREASED
Shares4,165 from 4,117
Change+48 (+1%)
Value$695.5K (-$67.1K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,147 from 18,719
Change-14,572 (-78%)
Value$692.5K (-$2.8M)
Filed 2026-10-14
Grantvest Financial Group LLC
DECREASED
Shares4,136 from 4,230
Change-94 (-2%)
Value$690.6K (-$92.9K)
Filed 2026-10-21
Avalon Capital Management
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$688.1K (-$75.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares4,110 from 2,709
Change+1,401 (+52%)
Value$686.3K (+$184.5K)
Filed 2026-11-02
Wealthgarden F.S. LLC
DECREASED
Shares4,106 from 5,767
Change-1,661 (-29%)
Value$685.6K (-$382.6K)
Filed 2026-11-09
Solstein Capital, LLC
UNCHANGED
Shares4,098 from 4,098
Change0 (0%)
Value$684.3K (-$74.8K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares4,061 from 4,030
Change+31 (+1%)
Value$678.2K (-$68.4K)
Filed 2026-10-16
Mainsail Asset Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$686.3K (-$31.3K)
Filed 2026-10-14
Condor Capital Management
DECREASED
Shares3,953 from 4,069
Change-116 (-3%)
Value$660.1K (-$93.6K)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
INCREASED
Shares3,939 from 3,938
Change+1 (+0%)
Value$657.8K (-$71.6K)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares3,930 from 3,487
Change+443 (+13%)
Value$656.2K (+$10.4K)
Filed 2026-11-02
Core Wealth Partners LLC
INCREASED
Shares3,926 from 3,020
Change+906 (+30%)
Value$655.6K (+$96.1K)
Filed 2026-11-02
Brick & Kyle, Associates
INCREASED
Shares3,925 from 1,950
Change+1,975 (+101%)
Value$655.4K (+$340.0K)
Filed 2026-11-05
Gallacher Capital Management LLC
DECREASED
Shares3,911 from 4,520
Change-609 (-13%)
Value$653.0K (-$184.3K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
DECREASED
Shares3,910 from 164,145
Change-160,235 (-98%)
Value$652.9K (-$29.8M)
Filed 2026-10-01
Archford Capital Strategies, LLC
INCREASED
Shares3,893 from 3,297
Change+596 (+18%)
Value$650.1K (+$39.4K)
Filed 2026-10-19
Jm2 Capital Inc.
INCREASED
Shares3,887 from 3,819
Change+68 (+2%)
Value$649.0K (-$58.5K)
Filed 2026-10-14
Florida Trust Wealth Management Co
INCREASED
Shares3,882 from 1,250
Change+2,632 (+211%)
Value$648.2K (+$416.7K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares3,832 from 3,827
Change+5 (+0%)
Value$645.4K (-$50.9K)
Filed 2026-10-09
Collaborative Capital Advisors LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$634.5K (-$69.4K)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares3,794 from 3,549
Change+245 (+7%)
Value$633.5K (-$23.9K)
Filed 2026-10-27
Caliber Wealth Management, LLC / KS
INCREASED
Shares3,787 from 3,640
Change+147 (+4%)
Value$632.4K (-$41.8K)
Filed 2026-11-04
Loudon Investment Management, LLC
INCREASED
Shares3,780 from 1,950
Change+1,830 (+94%)
Value$631.2K (+$270.0K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares3,775 from 3,971
Change-196 (-5%)
Value$630.4K (-$105.2K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares3,767 from 3,694
Change+73 (+2%)
Value$629.0K (-$55.2K)
Filed 2026-10-13
MV Capital Management, Inc.
DECREASED
Shares3,760 from 4,136
Change-376 (-9%)
Value$627.8K (-$138.3K)
Filed 2026-10-29
Sapient Capital LLC
DECREASED
Shares3,748 from 3,947
Change-199 (-5%)
Value$625.8K (-$105.2K)
Filed 2026-10-08
Perryman Financial Advisory Inc
INCREASED
Shares3,709 from 3,665
Change+44 (+1%)
Value$619.3K (-$59.6K)
Filed 2026-10-16
Washington Trust Co
INCREASED
Shares3,693 from 3,657
Change+36 (+1%)
Value$616.7K (-$60.7K)
Filed 2026-10-22
Valmark Advisers, Inc.
DECREASED
Shares3,684 from 4,593
Change-909 (-20%)
Value$615.1K (-$235.6K)
Filed 2026-11-06
Churchill Financial Advisors, LLC
INCREASED
Shares3,653 from 3,616
Change+37 (+1%)
Value$610.0K (-$59.8K)
Filed 2026-10-20
Trust Point Inc.
UNCHANGED
Shares3,639 from 3,639
Change0 (0%)
Value$607.6K (-$66.4K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,625 from 3,625
Change0 (0%)
Value$606 (-$454.6K)
Filed 2026-11-04
Presilium Private Wealth, LLC
UNCHANGED
Shares3,622 from 3,622
Change0 (0%)
Value$604.8K (-$66.1K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares3,596 from 3,596
Change0 (0%)
Value$600.5K (-$65.6K)
Filed 2026-11-02
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares3,592 from 3,592
Change0 (0%)
Value$599.8K (-$65.6K)
Filed 2026-11-03
Orser Capital Management, LLC
DECREASED
Shares3,570 from 3,670
Change-100 (-3%)
Value$596.1K (-$83.7K)
Filed 2026-10-13
Silphium Asset Management Ltd
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$595.3K (-$65.1K)
Filed 2026-10-27
Diligent Investors, LLC
UNCHANGED
Shares3,564 from 3,564
Change0 (0%)
Value$595.1K (-$65.0K)
Filed 2026-10-21
Jnba Financial Advisors
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$594.8K (-$65.0K)
Filed 2026-11-03
Walsh & Associates, LLC
DECREASED
Shares3,558 from 4,275
Change-717 (-17%)
Value$594.1K (-$197.7K)
Filed 2026-11-09
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$584.4K (-$63.9K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares3,498 from 3,502
Change-4 (0%)
Value$584.1K (-$64.6K)
Filed 2026-10-09
Fjell Capital, LLC
INCREASED
Shares3,493 from 3,451
Change+42 (+1%)
Value$583.3K (-$56.0K)
Filed 2026-10-13
Essex Bank
UNCHANGED
Shares3,462 from 3,462
Change0 (0%)
Value$578.1K (-$63.2K)
Filed 2026-10-16
Greystone Financial Group, LLC
INCREASED
Shares3,456 from 3,443
Change+13 (+0%)
Value$577.1K (-$60.6K)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares3,452 from 3,061
Change+391 (+13%)
Value$576.5K (+$9.5K)
Filed 2026-10-16
Y.D. More Investments Ltd
DECREASED
Shares3,408 from 3,613
Change-205 (-6%)
Value$568.5K (-$99.5K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares3,400 from 2,982
Change+418 (+14%)
Value$567.7K (+$15.4K)
Filed 2026-10-30
Crosspoint Financial, LLC
NEW
Shares3,368
Change+3,368
Value$562.4K
Filed 2026-11-03
YHB Investment Advisors, Inc.
INCREASED
Shares3,325 from 2,218
Change+1,107 (+50%)
Value$555.2K (+$144.4K)
Filed 2026-10-08
Gibbs Wealth Management
DECREASED
Shares3,307 from 3,419
Change-112 (-3%)
Value$552.1K (-$81.3K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$551.9K (-$60.3K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares3,291 from 2,972
Change+319 (+11%)
Value$541.8K (+$1.1K)
Filed 2026-10-27
PCG Asset Management, LLC
DECREASED
Shares3,285 from 15,145
Change-11,860 (-78%)
Value$548.5K (-$2.3M)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,285 from 3,181
Change+104 (+3%)
Value$548.5K (-$40.8K)
Filed 2026-10-16
Columbia Advisory Partners LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$546.3K (-$59.7K)
Filed 2026-10-15
RPG Investment Advisory, LLC
DECREASED
Shares3,257 from 5,129
Change-1,872 (-36%)
Value$543.9K (-$406.2K)
Filed 2026-10-21
Legacies Wealth LLC
UNCHANGED
Shares3,229 from 3,229
Change0 (0%)
Value$539.2K (-$58.9K)
Filed 2026-11-02
Allen Investment Management, LLC
UNCHANGED
Shares3,202 from 3,202
Change0 (0%)
Value$534.7K (-$58.4K)
Filed 2026-11-03
Strategic Advisors LLC
INCREASED
Shares3,189 from 3,126
Change+63 (+2%)
Value$532.4K (-$46.6K)
Filed 2026-10-13
Conservest Capital Advisors, Inc.
INCREASED
Shares3,172 from 2,372
Change+800 (+34%)
Value$529.7K (+$90.3K)
Filed 2026-11-09
Hudock, Inc.
DECREASED
Shares3,170 from 3,751
Change-581 (-15%)
Value$529.4K (-$165.5K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,163 from 2,812
Change+351 (+12%)
Value$528.2K (+$7.3K)
Filed 2026-10-27
G&S Capital LLC
DECREASED
Shares3,155 from 3,543
Change-388 (-11%)
Value$526.8K (-$129.4K)
Filed 2026-10-23
Wulff, Hansen & Co.
INCREASED
Shares3,150 from 3,100
Change+50 (+2%)
Value$526.0K (-$48.2K)
Filed 2026-11-09
MMA Asset Management LLC
INCREASED
Shares3,121 from 3,116
Change+5 (+0%)
Value$521.2K (-$56.0K)
Filed 2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
NEW
Shares3,119
Change+3,119
Value$520.8K
Filed 2026-11-02
Lewis Asset Management, LLC
UNCHANGED
Shares3,116 from 3,116
Change0 (0%)
Value$520.3K (-$56.9K)
Filed 2026-10-14
Astra Wealth Partners LLC
DECREASED
Shares3,111 from 3,596
Change-485 (-13%)
Value$519.5K (-$146.6K)
Filed 2026-11-06
Acropolis Investment Management, LLC
UNCHANGED
Shares3,108 from 3,108
Change0 (0%)
Value$519.0K (-$56.7K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$516.8K (-$56.5K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares3,086 from 2,713
Change+373 (+14%)
Value$515.3K (+$12.8K)
Filed 2026-11-06
Financial Partners Group, Inc
DECREASED
Shares3,067 from 3,069
Change-2 (0%)
Value$512.1K (-$56.3K)
Filed 2026-10-19
InTrack Investment Management Inc
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$506.8K (-$55.4K)
Filed 2026-10-15
Brighton Jones LLC
DECREASED
Shares3,031 from 3,366
Change-335 (-10%)
Value$506.2K (-$117.4K)
Filed 2026-11-03
Ipsen Advisor Group LLC
DECREASED
Shares3,017 from 3,589
Change-572 (-16%)
Value$503.8K (-$161.0K)
Filed 2026-10-29
First National Trust Co
INCREASED
Shares3,009 from 2,765
Change+244 (+9%)
Value$502.4K (-$9.7K)
Filed 2026-10-28
Northstar Group, Inc.
UNCHANGED
Shares2,998 from 2,998
Change0 (0%)
Value$500.6K (-$54.7K)
Filed 2026-11-10
Blue Trust, Inc.
DECREASED
Shares2,982 from 3,023
Change-41 (-1%)
Value$498.0K (-$62.0K)
Filed 2026-10-15
Global Financial Private Client, LLC
UNCHANGED
Shares2,937 from 2,937
Change0 (0%)
Value$490.4K (-$53.6K)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares2,929 from 2,929
Change0 (0%)
Value$489.1K (-$53.5K)
Filed 2026-10-23
Lowe Brockenbrough & Co Inc
INCREASED
Shares2,928 from 300
Change+2,628 (+876%)
Value$488.9K (+$433.3K)
Filed 2026-11-09
Forum Financial Management, LP
INCREASED
Shares2,928 from 2,885
Change+43 (+1%)
Value$488.9K (-$45.6K)
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares2,922
Change+2,922
Value$487.8K
Filed 2026-10-28
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares2,900 from 8,000
Change-5,100 (-64%)
Value$484.2K (-$997.6K)
Filed 2026-10-26
Monograph Wealth Advisors, LLC
DECREASED
Shares2,887 from 3,210
Change-323 (-10%)
Value$482.1K (-$112.5K)
Filed 2026-11-09
Titleist Asset Management, LLC
INCREASED
Shares2,880 from 2,775
Change+105 (+4%)
Value$480.9K (-$33.1K)
Filed 2026-10-08
Berkshire Money Management, Inc.
NEW
Shares2,879
Change+2,879
Value$480.7K
Filed 2026-10-21
Americana Partners, LLC
DECREASED
Shares2,865 from 2,955
Change-90 (-3%)
Value$478.5K (-$69.0K)
Filed 2026-10-28
Tiller Private Wealth, Inc.
INCREASED
Shares2,855 from 2,840
Change+15 (+1%)
Value$476.7K (-$49.3K)
Filed 2026-10-26
Prentice Wealth Management LLC
DECREASED
Shares2,841 from 2,940
Change-99 (-3%)
Value$474.4K (-$70.2K)
Filed 2026-10-20
Mlp3, LLC
UNCHANGED
Shares2,841 from 2,841
Change0 (0%)
Value$474.4K (-$51.8K)
Filed 2026-10-22
Chemistry Wealth Management LLC
UNCHANGED
Shares2,838 from 2,838
Change0 (0%)
Value$474.0K (-$51.7K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares2,825 from 2,278
Change+547 (+24%)
Value$471.7K (+$49.7K)
Filed 2026-10-26
Guardian Asset Advisors, LLC
DECREASED
Shares2,823 from 2,884
Change-61 (-2%)
Value$471.6K (-$62.6K)
Filed 2026-10-16
Hopwood Financial Services, Inc.
INCREASED
Shares2,822 from 2,777
Change+45 (+2%)
Value$471.3K (-$43.1K)
Filed 2026-10-29
Balance Wealth Partners LLC
INCREASED
Shares2,816 from 2,227
Change+589 (+26%)
Value$470.2K (+$57.7K)
Filed 2026-10-27
Bulwark Capital Corp
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$469.2K (-$51.3K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares2,807 from 3,507
Change-700 (-20%)
Value$468.7K (-$180.9K)
Filed 2026-10-28
Flywheel Private Wealth LLC
INCREASED
Shares2,797 from 2,632
Change+165 (+6%)
Value$467.0K (-$20.6K)
Filed 2026-11-02
AmeriServ Wealth Advisors
DECREASED
Shares2,781 from 3,692
Change-911 (-25%)
Value$464.4K (-$219.5K)
Filed 2026-10-21
Arista Wealth Management, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$463.7K (-$50.7K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares2,763 from 2,347
Change+416 (+18%)
Value$461.4K (+$26.6K)
Filed 2026-11-04
Destiny Wealth Partners, LLC
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$464.2K (-$27.7K)
Filed 2026-11-05
Allegheny Financial Group
DECREASED
Shares2,727 from 2,753
Change-26 (-1%)
Value$455.5K (-$54.5K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
INCREASED
Shares2,720 from 575
Change+2,145 (+373%)
Value$454.2K (+$347.7K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares2,717 from 2,624
Change+93 (+4%)
Value$453.7K (-$32.3K)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares2,695 from 2,695
Change0 (0%)
Value$450.0K (-$49.2K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
NEW
Shares2,692
Change+2,692
Value$449.5K
Filed 2026-10-22
Addison Advisors LLC
UNCHANGED
Shares2,667 from 2,667
Change0 (0%)
Value$445.3K (-$48.7K)
Filed 2026-11-06
Winter & Associates, Inc.
INCREASED
Shares2,660 from 1,537
Change+1,123 (+73%)
Value$443.7K (+$159.0K)
Filed 2026-10-23
Councilmark Asset Management, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$442.5K (-$48.4K)
Filed 2026-10-20
Auxano Advisors, LLC
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$440.2K (-$48.1K)
Filed 2026-11-06
VCI Wealth Management LLC
DECREASED
Shares2,621 from 4,556
Change-1,935 (-42%)
Value$437.7K (-$406.3K)
Filed 2026-10-29
Procyon Advisors, LLC
DECREASED
Shares2,613 from 2,789
Change-176 (-6%)
Value$436.4K (-$80.3K)
Filed 2026-10-21
Flaharty Asset Management, LLC
DECREASED
Shares2,610 from 12,937
Change-10,327 (-80%)
Value$443.5K (-$1.9M)
Filed 2026-11-02
Valicenti Advisory Services Inc
INCREASED
Shares2,608 from 2,548
Change+60 (+2%)
Value$435 (-$37)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares2,596 from 2,938
Change-342 (-12%)
Value$437.8K (-$101.3K)
Filed 2026-11-02
Seelaus Asset Management LLC
DECREASED
Shares2,589 from 2,989
Change-400 (-13%)
Value$432.3K (-$121.3K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$428.8K (-$46.9K)
Filed 2026-10-14
Delta Investment Management, LLC
INCREASED
Shares2,543 from 2,536
Change+7 (+0%)
Value$424.6K (-$45.3K)
Filed 2026-11-09
Strive Financial Group,LLC
INCREASED
Shares2,538 from 800
Change+1,738 (+217%)
Value$423.9K (+$275.7K)
Filed 2026-11-09
Clear Wave Wealth Management LLC
DECREASED
Shares2,529 from 2,548
Change-19 (-1%)
Value$422.2K (-$49.7K)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares2,525 from 2,651
Change-126 (-5%)
Value$421.6K (-$69.4K)
Filed 2026-10-20
Bokf, NA
INCREASED
Shares2,521 from 2,398
Change+123 (+5%)
Value$421.0K (-$23.2K)
Filed 2026-10-27
Westside Investment Management, Inc.
DECREASED
Shares2,514 from 2,614
Change-100 (-4%)
Value$421.6K (-$62.7K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares2,507 from 3,119
Change-612 (-20%)
Value$418.6K (-$159.2K)
Filed 2026-10-26
tru Independence LLC
INCREASED
Shares2,498 from 2,491
Change+7 (+0%)
Value$417.1K (-$44.4K)
Filed 2026-10-20
Private Management Group Inc
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$410.6K (-$44.9K)
Filed 2026-11-04
Sharkey, Howes & Javer
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$409.1K (-$44.7K)
Filed 2026-10-22
Trillium Asset Management, LLC
NEW
Shares2,447
Change+2,447
Value$408.7K
Filed 2026-11-09
Capital Square, LLC
INCREASED
Shares2,445 from 2,248
Change+197 (+9%)
Value$408.4K (-$692)
Filed 2026-10-19
Quartz Partners, LLC
INCREASED
Shares2,434 from 2,430
Change+4 (+0%)
Value$406.4K (-$43.7K)
Filed 2026-11-03
CRA Financial Services, LLC
INCREASED
Shares2,431 from 2,429
Change+2 (+0%)
Value$405.9K (-$44.1K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares2,425 from 2,680
Change-255 (-10%)
Value$404.9K (-$91.5K)
Filed 2026-10-21
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,425 from 2,419
Change+6 (+0%)
Value$404.9K (-$43.1K)
Filed 2026-11-04
Ring Mountain Capital, LLC
INCREASED
Shares2,423 from 2,178
Change+245 (+11%)
Value$404.6K (+$1.2K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares2,419 from 2,351
Change+68 (+3%)
Value$403.9K (-$31.5K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares2,408
Change+2,408
Value$402.5K
Filed 2026-11-03
Whitener Capital Management, Inc.
INCREASED
Shares2,404 from 2,309
Change+95 (+4%)
Value$401.4K (-$26.3K)
Filed 2026-10-15
Eagle Wealth Advisors LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$400.8K (-$43.8K)
Filed 2026-10-20
Oxler Private Wealth LLC
INCREASED
Shares2,392 from 2,387
Change+5 (+0%)
Value$399.4K (-$42.7K)
Filed 2026-10-21
Clear Retirement Advice LLC
UNCHANGED
Shares2,377 from 2,377
Change0 (0%)
Value$396.9K (-$43.4K)
Filed 2026-10-22
Northbridge Financial Group, LLC
INCREASED
Shares2,367 from 2,327
Change+40 (+2%)
Value$406.1K (-$24.9K)
Filed 2026-11-05
Opinicus Capital, Inc.
INCREASED
Shares2,363 from 2,300
Change+63 (+3%)
Value$394.6K (-$31.6K)
Filed 2026-10-28
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares2,358 from 2,368
Change-10 (0%)
Value$393.7K (-$44.9K)
Filed 2026-11-09
Meridian Financial Advisors, LLC
UNCHANGED
Shares2,336 from 2,336
Change0 (0%)
Value$390.1K (-$42.6K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares2,321 from 2,621
Change-300 (-11%)
Value$387.6K (-$97.9K)
Filed 2026-11-03
Kessler Investment Group, LLC
DECREASED
Shares2,317 from 8,295
Change-5,978 (-72%)
Value$386.9K (-$1.1M)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares2,312 from 1,968
Change+344 (+17%)
Value$386.1K (+$21.5K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares2,297 from 1,827
Change+470 (+26%)
Value$383.5K (+$45.0K)
Filed 2026-10-23
Kaizen Financial Strategies
DECREASED
Shares2,286 from 4,828
Change-2,542 (-53%)
Value$381.7K (-$503.5K)
Filed 2026-10-09
Verum Partners LLC
INCREASED
Shares2,280 from 2,276
Change+4 (+0%)
Value$380.7K (-$40.8K)
Filed 2026-10-21
Greenleaf Trust
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$380.4K (-$41.6K)
Filed 2026-10-29
Miramontes Capital, LLC
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$376.0K (-$40.9K)
Filed 2026-10-19
Equitable Trust Co
DECREASED
Shares2,246 from 3,354
Change-1,108 (-33%)
Value$375.0K (-$246.2K)
Filed 2026-10-13
Legacy Financial Independent Advisors LLC
DECREASED
Shares2,243 from 2,293
Change-50 (-2%)
Value$374.5K (-$50.2K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
INCREASED
Shares2,243 from 2,206
Change+37 (+2%)
Value$374.5K (-$34.1K)
Filed 2026-10-16
Capital Wealth Alliance, LLC
DECREASED
Shares2,242 from 3,447
Change-1,205 (-35%)
Value$374.3K (-$264.1K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares2,220
Change+2,220
Value$411.2K
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$370.5K (-$40.5K)
Filed 2026-10-26
Straight Path Wealth Management
INCREASED
Shares2,205 from 2,113
Change+92 (+4%)
Value$368.2K (-$23.2K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED
Shares2,171 from 1,600
Change+571 (+36%)
Value$362.5K (+$66.1K)
Filed 2026-10-16
Legacy Edge Advisors, LLC
DECREASED
Shares2,160 from 2,507
Change-347 (-14%)
Value$360.7K (-$103.7K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares2,160 from 2,095
Change+65 (+3%)
Value$360.7K (-$27.4K)
Filed 2026-11-03
Investment Planning Advisors, Inc.
NEW
Shares2,149
Change+2,149
Value$358.8K
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares2,135 from 1,973
Change+162 (+8%)
Value$356.4K (-$9.0K)
Filed 2026-10-22
Archer Investment Management, LLC
DECREASED
Shares2,116 from 7,514
Change-5,398 (-72%)
Value$353.3K (-$1.0M)
Filed 2026-10-13
Sentinel Trust Co LBA
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$352 (-$39)
Filed 2026-11-03
Annex Advisory Services, LLC
UNCHANGED
Shares2,103 from 2,103
Change0 (0%)
Value$351.2K (-$38.4K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares2,098 from 1,674
Change+424 (+25%)
Value$350.3K (+$40.2K)
Filed 2026-10-14
Mainstream Capital Management LLC
DECREASED
Shares2,086 from 2,114
Change-28 (-1%)
Value$348.3K (-$43.3K)
Filed 2026-10-23
Financial Management Network Inc
DECREASED
Shares2,085 from 2,419
Change-334 (-14%)
Value$354.3K (-$79.6K)
Filed 2026-10-09
Fiduciary Alliance LLC
DECREASED
Shares2,075 from 2,344
Change-269 (-11%)
Value$346.5K (-$87.7K)
Filed 2026-10-13
Cypress Wealth Services, LLC
DECREASED
Shares2,064 from 2,160
Change-96 (-4%)
Value$354.1K (-$46.0K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$342.5K (-$37.4K)
Filed 2026-10-15
Well Done, LLC
DECREASED
Shares2,045 from 2,128
Change-83 (-4%)
Value$341.5K (-$52.7K)
Filed 2026-10-20
Legacy Financial Group, Inc.
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$341.1K (-$37.3K)
Filed 2026-10-21
Vontobel Holding Ltd.
NEW
Shares2,038
Change+2,038
Value$340.3K
Filed 2026-10-16
Members Wealth LLC
DECREASED
Shares2,037 from 2,044
Change-7 (0%)
Value$341.9K (-$36.7K)
Filed 2026-10-20
Sun Group Wealth Partners
INCREASED
Shares2,037 from 2,034
Change+3 (+0%)
Value$340.1K (-$36.6K)
Filed 2026-10-26
WP Advisors, LLC
INCREASED
Shares2,035 from 1,608
Change+427 (+27%)
Value$339.9K (+$42.0K)
Filed 2026-10-22
Nine Masts Capital Ltd
NEW
Shares2,029
Change+2,029
Value$338.8K
Filed 2026-11-09
PW Nova Financial Services LLC
DECREASED
Shares2,029 from 2,220
Change-191 (-9%)
Value$338.8K (-$72.4K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares2,028 from 3,248
Change-1,220 (-38%)
Value$338.6K (-$263.0K)
Filed 2026-11-04
UMB Bank, n.a.
INCREASED
Shares2,026 from 1,982
Change+44 (+2%)
Value$338.3K (-$28.8K)
Filed 2026-11-06
Symphony Financial Services, Inc.
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$336.6K (-$36.8K)
Filed 2026-11-09
Motco
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$333.8K (-$36.5K)
Filed 2026-11-09
Insight Advisors, LLC/ PA
DECREASED
Shares1,996 from 2,760
Change-764 (-28%)
Value$333.5K (-$177.9K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares1,990 from 1,819
Change+171 (+9%)
Value$332.3K (-$4.6K)
Filed 2026-10-08
American National Bank & Trust
INCREASED
Shares1,973 from 1,942
Change+31 (+2%)
Value$329.5K (-$30.3K)
Filed 2026-10-07
German American Bancorp, Inc.
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$325.3K (-$35.6K)
Filed 2026-11-10
Burling Wealth Partners, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$323.9K (-$35.4K)
Filed 2026-11-09
Evergreen Capital Management LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$323.3K (-$35.3K)
Filed 2026-10-23
Sage Capital Management, LLC
INCREASED
Shares1,929 from 1,924
Change+5 (+0%)
Value$322.3K (-$34.3K)
Filed 2026-10-20
Narwhal Capital Management
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$321.4K (-$35.1K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,919 from 2,138
Change-219 (-10%)
Value$320.4K (-$75.6K)
Filed 2026-10-13
CrossGen Wealth, LLC
INCREASED
Shares1,902 from 1,901
Change+1 (+0%)
Value$317.6K (-$34.5K)
Filed 2026-10-30
Shearwater Capital LLC
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$316.6K (-$34.6K)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares1,895 from 1,950
Change-55 (-3%)
Value$316.4K (-$44.8K)
Filed 2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED
Shares1,872 from 1,870
Change+2 (+0%)
Value$312.5K (-$33.9K)
Filed 2026-10-19
Purkiss Capital Advisors LLC
INCREASED
Shares1,871 from 1,854
Change+17 (+1%)
Value$312.4K (-$30.9K)
Filed 2026-11-06
LVW Advisors, LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$312.3K (-$34.1K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
NEW
Shares1,866
Change+1,866
Value$311.6K
Filed 2026-10-29
Traynor Capital Management, Inc.
DECREASED
Shares1,860 from 1,979
Change-119 (-6%)
Value$310.6K (-$56.0K)
Filed 2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares1,857 from 9,414
Change-7,557 (-80%)
Value$310.1K (-$1.4M)
Filed 2026-10-09
TrueWealth Advisors, LLC
INCREASED
Shares1,853 from 1,831
Change+22 (+1%)
Value$309.3K (-$29.8K)
Filed 2026-10-09
Barnes Wealth Management Group, Inc
INCREASED
Shares1,841 from 1,646
Change+195 (+12%)
Value$307.4K (+$2.3K)
Filed 2026-11-09
Adirondack Trust Co
INCREASED
Shares1,841 from 1,822
Change+19 (+1%)
Value$307.4K (-$30.1K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,830 from 1,316
Change+514 (+39%)
Value$305.6K (+$61.9K)
Filed 2026-10-26
Rossmore Private Capital
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$304.7K (-$33.3K)
Filed 2026-10-27
Evolution Wealth Advisors, LLC
DECREASED
Shares1,823 from 2,126
Change-303 (-14%)
Value$304.4K (-$89.4K)
Filed 2026-11-03
Facet Wealth, Inc.
DECREASED
Shares1,808 from 2,570
Change-762 (-30%)
Value$301.9K (-$174.1K)
Filed 2026-11-04
Vertrix Wealth Management, LLC
DECREASED
Shares1,808 from 2,080
Change-272 (-13%)
Value$301.9K (-$83.4K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
DECREASED
Shares1,776 from 1,786
Change-10 (-1%)
Value$296.5K (-$34.3K)
Filed 2026-11-03
Consolidated Capital Management, LLC
DECREASED
Shares1,768 from 1,785
Change-17 (-1%)
Value$295.2K (-$35.4K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$295.0K (-$32.2K)
Filed 2026-10-09
Financial Freedom, LLC
UNCHANGED
Shares1,756 from 1,756
Change0 (0%)
Value$293.1K (-$32.0K)
Filed 2026-11-06
Fortis Group Advisors, LLC
DECREASED
Shares1,755 from 1,763
Change-8 (0%)
Value$293.7K (-$32.9K)
Filed 2026-11-06
Gray Private Wealth, LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$292.7K (-$32.0K)
Filed 2026-10-28
Missouri Trust & Investment Co
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$292.7K (-$22.5K)
Filed 2026-11-04
Ethic Inc.
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$292.5K (-$32.0K)
Filed 2026-11-03
Welch Group, LLC
NEW
Shares1,747
Change+1,747
Value$291.7K
Filed 2026-10-29
King Luther Capital Management Corp
DECREASED
Shares1,740 from 1,764
Change-24 (-1%)
Value$290.5K (-$36.2K)
Filed 2026-11-05
Rise Advisors, LLC
INCREASED
Shares1,737 from 1,732
Change+5 (+0%)
Value$290.0K (-$30.8K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares1,734 from 3,341
Change-1,607 (-48%)
Value$289.5K (-$329.3K)
Filed 2026-10-15
Tannin Capital LLC
DECREASED
Shares1,730 from 1,735
Change-5 (0%)
Value$288.9K (-$32.5K)
Filed 2026-11-05
Freestone Capital Holdings, LLC
DECREASED
Shares1,721 from 1,826
Change-105 (-6%)
Value$287.4K (-$50.9K)
Filed 2026-11-09
Chris Bulman Inc
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$287.4K (-$31.4K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED
Shares1,705 from 1,682
Change+23 (+1%)
Value$284.7K (-$26.9K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares1,691 from 20,556
Change-18,865 (-92%)
Value$282.4K (-$3.5M)
Filed 2026-10-01
Caldwell Trust Co
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$282.0K (-$30.8K)
Filed 2026-10-30
Diversified Trust Co
DECREASED
Shares1,668 from 1,868
Change-200 (-11%)
Value$278.5K (-$67.5K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
INCREASED
Shares1,664 from 1,646
Change+18 (+1%)
Value$277.9K (-$27.0K)
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares1,662 from 1,662
Change0 (0%)
Value$277.5K (-$30.3K)
Filed 2026-10-27
SevenBridge Financial Group, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$276.9K (-$30.5K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,658 from 1,814
Change-156 (-9%)
Value$276.9K (-$59.1K)
Filed 2026-10-16
Encompass More Asset Management
DECREASED
Shares1,656 from 12,923
Change-11,267 (-87%)
Value$276.5K (-$2.1M)
Filed 2026-10-16
Mattern Wealth Management LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$275.5K (-$30.1K)
Filed 2026-11-04
Stolper Co
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$274 (-$30)
Filed 2026-10-13
Artesa Financial Group, LLC
INCREASED
Shares1,640 from 1,610
Change+30 (+2%)
Value$273.8K (-$24.5K)
Filed 2026-10-29
Sageworth Trust Co
INCREASED
Shares1,631 from 1,626
Change+5 (+0%)
Value$272.3K (-$28.8K)
Filed 2026-10-30
Ameraudi Asset Management, Inc.
DECREASED
Shares1,614 from 1,911
Change-297 (-16%)
Value$269.5K (-$84.5K)
Filed 2026-11-05
GenTrust, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$269.2K (-$29.4K)
Filed 2026-11-06
Omnitrust Wealth Management, Inc
NEW
Shares1,608
Change+1,608
Value$268.5K
Filed 2026-11-02
First United Bank & Trust
INCREASED
Shares1,605 from 1,519
Change+86 (+6%)
Value$268.0K (-$13.4K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$267.7K (-$29.3K)
Filed 2026-10-09
N.E.W. Advisory Services LLC
DECREASED
Shares1,600 from 2,183
Change-583 (-27%)
Value$267.2K (-$137.2K)
Filed 2026-11-09
GK Wealth Management LLC
DECREASED
Shares1,599 from 1,975
Change-376 (-19%)
Value$267.0K (-$98.8K)
Filed 2026-10-09
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,594 from 1,720
Change-126 (-7%)
Value$266.2K (-$52.4K)
Filed 2026-10-15
Verity & Verity, LLC
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$265.2K (-$29.0K)
Filed 2026-10-23
Peak Financial Management, Inc.
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$264.7K (-$28.9K)
Filed 2026-10-16
Park National Corp
UNCHANGED
Shares1,583 from 1,583
Change0 (0%)
Value$264.3K (-$28.9K)
Filed 2026-10-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares1,569 from 1,705
Change-136 (-8%)
Value$262.0K (-$53.8K)
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$259.7K (-$28.4K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares1,540 from 1,570
Change-30 (-2%)
Value$257.1K (-$33.7K)
Filed 2026-10-28
Diversified Enterprises, LLC
INCREASED
Shares1,526 from 1,333
Change+193 (+14%)
Value$254.9K (+$8.0K)
Filed 2026-10-19
Moss Adams Wealth Advisors LLC
NEW
Shares1,525
Change+1,525
Value$254.6K
Filed 2026-10-28
First Financial Bankshares Inc
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$254.6K (-$27.8K)
Filed 2026-11-10
Byrne Asset Management LLC
INCREASED
Shares1,519 from 1,434
Change+85 (+6%)
Value$256.2K (-$9.5K)
Filed 2026-10-06
Three Bridge Wealth Advisors, LLC
INCREASED
Shares1,518 from 1,490
Change+28 (+2%)
Value$253.5K (-$22.5K)
Filed 2026-11-05
Keudell ison Wealth Management
INCREASED
Shares1,510 from 1,340
Change+170 (+13%)
Value$252.1K (+$3.9K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,510 from 1,633
Change-123 (-8%)
Value$252.1K (-$50.3K)
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares1,510 from 1,520
Change-10 (-1%)
Value$254.7K (-$21.8K)
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares1,508 from 1,255
Change+253 (+20%)
Value$251.7K (+$19.3K)
Filed 2026-11-05
Milestone Asset Management Group, LLC
INCREASED
Shares1,507 from 1,504
Change+3 (+0%)
Value$251.7K (-$26.9K)
Filed 2026-10-20
First Command Advisory Services, Inc.
DECREASED
Shares1,506 from 1,933
Change-427 (-22%)
Value$251.5K (-$106.6K)
Filed 2026-11-05
Pittenger & Anderson Inc
INCREASED
Shares1,502 from 1,450
Change+52 (+4%)
Value$250.8K (-$17.8K)
Filed 2026-11-02
Telos Capital Management, Inc.
DECREASED
Shares1,500 from 1,534
Change-34 (-2%)
Value$250.5K (-$33.7K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,492 from 1,676
Change-184 (-11%)
Value$249.1K (-$61.3K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
NEW
Shares1,490
Change+1,490
Value$248.7K
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares1,485 from 1,463
Change+22 (+2%)
Value$248.0K (-$23.0K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares1,479 from 1,456
Change+23 (+2%)
Value$247.0K (-$19.0K)
Filed 2026-10-19
Tableaux LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$246.5K (-$26.9K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$246.2K (-$26.9K)
Filed 2026-10-26
McHugh Group, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$245.5K (-$26.8K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares1,469 from 1,388
Change+81 (+6%)
Value$246.6K (-$6.6K)
Filed 2026-10-08
Rockport Wealth LLC
DECREASED
Shares1,464 from 1,515
Change-51 (-3%)
Value$244.5K (-$36.2K)
Filed 2026-11-03
Invera Wealth Advisors, LLC
INCREASED
Shares1,463 from 1,411
Change+52 (+4%)
Value$244.3K (-$17.1K)
Filed 2026-10-28
Bath Savings Trust Co
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$240.0K (-$26.2K)
Filed 2026-10-07
Bedel Financial Consulting, Inc.
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$239.1K (-$26.1K)
Filed 2026-11-06
Strategy Asset Managers LLC
INCREASED
Shares1,424 from 1,422
Change+2 (+0%)
Value$237.8K (-$25.6K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
DECREASED
Shares1,417 from 1,491
Change-74 (-5%)
Value$236.6K (-$39.6K)
Filed 2026-10-14
LEE Danner & Bass Inc
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$235.9K (-$25.8K)
Filed 2026-10-27
Swmg, LLC
DECREASED
Shares1,407 from 1,447
Change-40 (-3%)
Value$234.6K (-$26.5K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares1,402 from 1,376
Change+26 (+2%)
Value$234.0K (-$20.8K)
Filed 2026-10-20
Iams Wealth Management, LLC
DECREASED
Shares1,399 from 4,766
Change-3,367 (-71%)
Value$233.8K (-$649.2K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares1,397 from 1,194
Change+203 (+17%)
Value$233.3K (+$12.1K)
Filed 2026-10-13
Autumn Glory Partners, LLC
INCREASED
Shares1,393 from 1,272
Change+121 (+10%)
Value$232.5K (-$3.1K)
Filed 2026-10-26
Diversified Portfolios, Inc.
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$231.3K (-$25.3K)
Filed 2026-11-04
Chatham Capital Group, Inc.
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$230.9K (-$25.2K)
Filed 2026-10-16
Chapin Davis, Inc.
INCREASED
Shares1,379 from 1,293
Change+86 (+7%)
Value$230.3K (-$9.2K)
Filed 2026-10-09
USA Financial Formulas
NEW
Shares1,375
Change+1,375
Value$229.6K
Filed 2026-10-16
Bayban
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$254.7K ($0)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,374 from 1,245
Change+129 (+10%)
Value$229.4K (-$1.3K)
Filed 2026-10-19
Maltin Wealth Management, Inc.
INCREASED
Shares1,372 from 1,369
Change+3 (+0%)
Value$229.1K (-$24.4K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
DECREASED
Shares1,369 from 1,388
Change-19 (-1%)
Value$228.6K (-$28.5K)
Filed 2026-11-05
LifeGoal Investments, LLC
NEW
Shares1,368
Change+1,368
Value$228.4K
Filed 2026-10-09
Weatherly Asset Management L. P.
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$228.0K (-$24.9K)
Filed 2026-10-20
Pines Wealth Management, LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$227.6K (-$24.9K)
Filed 2026-10-21
Waterfront Wealth Inc.
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$226.8K (-$20.9K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares1,360 from 1,190
Change+170 (+14%)
Value$227.2K (+$6.7K)
Filed 2026-11-03
Mirador Capital Partners LP
DECREASED
Shares1,355 from 1,724
Change-369 (-21%)
Value$226.3K (-$93.0K)
Filed 2026-10-09
First Heartland Consultants, Inc.
INCREASED
Shares1,355 from 1,353
Change+2 (+0%)
Value$226.3K (-$24.4K)
Filed 2026-10-08
Investment Insight Wealth Management, LLC
DECREASED
Shares1,348 from 1,469
Change-121 (-8%)
Value$225.2K (-$47.0K)
Filed 2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED
Shares1,346 from 1,343
Change+3 (+0%)
Value$224.8K (-$24.0K)
Filed 2026-10-26
KG Capital Management
DECREASED
Shares1,328 from 1,375
Change-47 (-3%)
Value$221.7K (-$33.0K)
Filed 2026-10-15
Sterling Investment Management, LLC
INCREASED
Shares1,325 from 1,317
Change+8 (+1%)
Value$221.2K (-$22.7K)
Filed 2026-10-16
Cooper Financial Group
NEW
Shares1,315
Change+1,315
Value$219.6K
Filed 2026-10-07
D.B. Root & Company, LLC
DECREASED
Shares1,311 from 5,456
Change-4,145 (-76%)
Value$218.9K (-$791.7K)
Filed 2026-11-04
Roan Capital Partners
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$217.6K (-$23.8K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,300 from 1,298
Change+2 (+0%)
Value$217.1K (-$23.4K)
Filed 2026-10-15
Peoples Bank
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$215.6K (-$23.6K)
Filed 2026-10-09
Community Bank, N.A.
INCREASED
Shares1,290 from 1,140
Change+150 (+13%)
Value$215.4K (+$4.2K)
Filed 2026-11-06
Saxony Capital Management, LLC
INCREASED
Shares1,289 from 1,106
Change+183 (+17%)
Value$215.3K (+$10.4K)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares1,285 from 1,238
Change+47 (+4%)
Value$214.6K (-$14.7K)
Filed 2026-10-14
Private Client Services, LLC
NEW
Shares1,274
Change+1,274
Value$212.7K
Filed 2026-10-02
Stack Financial Management, Inc
DECREASED
Shares1,273 from 1,715
Change-442 (-26%)
Value$212.5K (-$105.3K)
Filed 2026-11-02
Gryphon Financial Partners LLC
UNCHANGED
Shares1,271 from 1,271
Change0 (0%)
Value$212.2K (-$23.2K)
Filed 2026-11-04
KTF Investments, LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$212.1K (-$23.2K)
Filed 2026-10-23
Legacy Financial Strategies, LLC
INCREASED
Shares1,264 from 1,259
Change+5 (+0%)
Value$211.1K (-$22.1K)
Filed 2026-10-15
Spartan Planning & Wealth Management
DECREASED
Shares1,260 from 1,492
Change-232 (-16%)
Value$210.4K (-$66.0K)
Filed 2026-10-13
West Bancorporation Inc
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$209.9K (-$22.9K)
Filed 2026-10-29
Provident Wealth Management, LLC
DECREASED
Shares1,250 from 1,425
Change-175 (-12%)
Value$208.7K (-$55.2K)
Filed 2026-10-20
Investmark Advisory Group LLC
INCREASED
Shares1,243 from 1,241
Change+2 (+0%)
Value$207.7K (-$22.1K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
INCREASED
Shares1,240 from 1,188
Change+52 (+4%)
Value$207.1K (-$13.0K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$206.4K (-$22.6K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
NEW
Shares1,232
Change+1,232
Value$205.7K
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,231 from 1,228
Change+3 (+0%)
Value$205.6K (-$22.0K)
Filed 2026-11-03
Noesis Capital Mangement Corp
INCREASED
Shares1,230 from 1,174
Change+56 (+5%)
Value$205.4K (-$12.1K)
Filed 2026-10-26
SouthState Bank Corp
INCREASED
Shares1,229 from 1,220
Change+9 (+1%)
Value$205.2K (-$20.8K)
Filed 2026-11-09
Cambiar Investors LLC
NEW
Shares1,227
Change+1,227
Value$204.9K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares1,218
Change+1,218
Value$203.4K
Filed 2026-11-04
1900 Wealth Management LLC
DECREASED
Shares1,216 from 1,317
Change-101 (-8%)
Value$203.1K (-$40.7K)
Filed 2026-10-13
Greenwood Capital Associates LLC
DECREASED
Shares1,216 from 1,265
Change-49 (-4%)
Value$203.0K (-$31.3K)
Filed 2026-10-27
City Holding Co
DECREASED
Shares1,215 from 1,255
Change-40 (-3%)
Value$202.9K (-$29.6K)
Filed 2026-10-19
Third View Private Wealth, LLC
INCREASED
Shares1,215 from 1,210
Change+5 (+0%)
Value$202.9K (-$21.2K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares1,214 from 1,161
Change+53 (+5%)
Value$202.8K (-$12.3K)
Filed 2026-11-09
Beacon Capital Management, LLC
DECREASED
Shares1,203 from 1,312
Change-109 (-8%)
Value$200.9K (-$42.2K)
Filed 2026-10-23
Dagco, Inc.
DECREASED
Shares1,202 from 1,327
Change-125 (-9%)
Value$200.7K (-$45.1K)
Filed 2026-10-20
Coyle Financial Counsel LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$200.5K (-$21.9K)
Filed 2026-10-28
Grandfield & Dodd, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$200.4K (-$21.9K)
Filed 2026-10-29
Pincus Capital Management, LP
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$200.4K (-$21.9K)
Filed 2026-11-09
Marco Investment Management LLC
INCREASED
Shares1,199 from 1,114
Change+85 (+8%)
Value$200.2K (-$6.1K)
Filed 2026-11-09
Amicus Financial Advisors, LLC
DECREASED
Shares1,199 from 1,222
Change-23 (-2%)
Value$200.2K (-$26.1K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED
Shares1,198 from 1,300
Change-102 (-8%)
Value$200.0K (-$40.7K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
INCREASED
Shares1,190 from 1,182
Change+8 (+1%)
Value$204.2K (-$12.6K)
Filed 2026-10-09
Global Trust Asset Management, LLC
DECREASED
Shares1,167 from 1,857
Change-690 (-37%)
Value$194.9K (-$149.1K)
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,123 from 549
Change+574 (+105%)
Value$187.6K (+$85.8K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares1,112 from 1,110
Change+2 (+0%)
Value$185.7K (-$19.9K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares1,111 from 1,028
Change+83 (+8%)
Value$185.6K (-$4.8K)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$183.7K (-$20.1K)
Filed 2026-10-26
Nvwm, LLC
DECREASED
Shares1,079 from 1,082
Change-3 (0%)
Value$180.2K (-$20.2K)
Filed 2026-10-14
Asset Management One Co., Ltd.
INCREASED
Shares1,060 from 240
Change+820 (+342%)
Value$177.0K (+$132.5K)
Filed 2026-10-27
Picton Mahoney Asset Management
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$175.3K (-$19.2K)
Filed 2026-11-09
Berbice Capital Management LLC
INCREASED
Shares1,000 from 100
Change+900 (+900%)
Value$167.0K (+$148.5K)
Filed 2026-10-13
SYM Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$167.0K (-$18.3K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares996 from 995
Change+1 (+0%)
Value$166.4K (-$18.0K)
Filed 2026-10-15
Root Financial Partners, LLC
DECREASED
Shares951 from 1,090
Change-139 (-13%)
Value$158.7K (-$43.2K)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$154.0K (-$16.8K)
Filed 2026-10-23
Vima LLC
DECREASED
Shares911 from 929
Change-18 (-2%)
Value$152.1K (-$20.1K)
Filed 2026-10-23
United Community Bank
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$151.1K (-$16.5K)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares895 from 824
Change+71 (+9%)
Value$149.4K (-$3.2K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares877 from 5,849
Change-4,972 (-85%)
Value$146 (-$1.1M)
Filed 2026-10-23
MilWealth Group LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$145.1K (-$15.9K)
Filed 2026-11-02
Highland Investment Advisors LLC
DECREASED
Shares850 from 912
Change-62 (-7%)
Value$141.9K (-$27.0K)
Filed 2026-11-09
Strengthening Families & Communities, LLC
INCREASED
Shares831 from 828
Change+3 (+0%)
Value$138.7K (-$14.8K)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares827 from 761
Change+66 (+9%)
Value$138.1K (-$2.9K)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
INCREASED
Shares825 from 125
Change+700 (+560%)
Value$137.8K (+$114.6K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$137.3K (-$15.0K)
Filed 2026-10-15
Pathway Financial Advisers, LLC
NEW
Shares805
Change+805
Value$134.5K
Filed 2026-10-27
Finley Financial, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$133.2K (-$13.1K)
Filed 2026-10-28
Bangor Savings Bank
DECREASED
Shares781 from 1,456
Change-675 (-46%)
Value$130.4K (-$139.3K)
Filed 2026-10-06
Polaris Financial Partners
NEW
Shares779
Change+779
Value$131
Filed 2026-10-02
Valley Wealth Managers, Inc.
INCREASED
Shares767 from 495
Change+272 (+55%)
Value$128.1K (+$36.4K)
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares766
Change+766
Value$127.8K
Filed 2026-11-02
Paladin Advisory Group, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$125.9K (-$13.8K)
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares746 from 585
Change+161 (+28%)
Value$124.6K (-$2.3K)
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$121.6K (-$13.3K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$118.7K (-$13.0K)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
NEW
Shares700
Change+700
Value$116.9K
Filed 2026-10-13
Downshift Financial, LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$111.5K (-$12.2K)
Filed 2026-10-13
Caldwell Sutter Capital, Inc.
INCREASED
Shares659 from 610
Change+49 (+8%)
Value$110.0K (-$3.0K)
Filed 2026-11-09
Horrell Capital Management, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$108.5K (-$11.9K)
Filed 2026-10-08
Creative Capital Management Investments LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$107.9K (-$11.8K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
NEW
Shares602
Change+602
Value$100.5K
Filed 2026-10-15
Hantz Financial Services, Inc.
DECREASED
Shares602 from 1,109
Change-507 (-46%)
Value$100 (-$204.9K)
Filed 2026-11-09
SBI Securities Co., Ltd.
INCREASED
Shares581 from 438
Change+143 (+33%)
Value$97.0K (+$15.9K)
Filed 2026-10-22
NBH Bank
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$96.0K (-$10.5K)
Filed 2026-11-05
Bank of New Hampshire
INCREASED
Shares572 from 463
Change+109 (+24%)
Value$95.5K (+$9.8K)
Filed 2026-10-06
Flagship Wealth Advisors, LLC
DECREASED
Shares538 from 544
Change-6 (-1%)
Value$89.8K (-$10.9K)
Filed 2026-11-03
Morse Asset Management, Inc
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$89.3K (-$9.8K)
Filed 2026-11-09
Winch Advisory Services, LLC
INCREASED
Shares532 from 351
Change+181 (+52%)
Value$88.8K (+$23.7K)
Filed 2026-11-06
Burk Holdings LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$88.8K (-$9.7K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares530 from 528
Change+2 (+0%)
Value$88.4K (-$9.5K)
Filed 2026-10-23
DT Investment Partners, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$88.2K (-$9.6K)
Filed 2026-10-27
Hyposwiss Advisors SA
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$86.0K (-$9.4K)
Filed 2026-10-26
Pacific Center for Financial Services
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$85.2K (-$9.3K)
Filed 2026-10-15
Meramec Financial Planners, LLC
NEW
Shares504
Change+504
Value$82.0K
Filed 2026-11-09
Granite FO LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$83.5K (-$9.1K)
Filed 2026-10-14
Princeton Global Asset Management LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$80.0K (-$8.7K)
Filed 2026-10-21
PlanVest Financial, Inc
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$79.6K (-$8.7K)
Filed 2026-11-09
Wagner Wealth Management, LLC
DECREASED
Shares467 from 572
Change-105 (-18%)
Value$78.0K (-$27.9K)
Filed 2026-10-21
Quent Capital, LLC
DECREASED
Shares464 from 570
Change-106 (-19%)
Value$75.5K (-$30.1K)
Filed 2026-11-09
Pacifica Partners Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$74.4K (-$6.7K)
Filed 2026-10-09
Roxbury Financial LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$72.2K (-$7.8K)
Filed 2026-10-01
Financial Network Wealth Advisors LLC
INCREASED
Shares430 from 383
Change+47 (+12%)
Value$71.8K (+$858)
Filed 2026-10-28
Piedmont Capital Management, LLC
DECREASED
Shares419 from 523
Change-104 (-20%)
Value$70.0K (-$26.9K)
Filed 2026-10-21
Union Savings Bank
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$70.0K (-$7.6K)
Filed 2026-10-14
Concord Wealth Partners
INCREASED
Shares415 from 389
Change+26 (+7%)
Value$69.3K (-$2.7K)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$68.5K (-$7.5K)
Filed 2026-11-03
Bochk Asset Management Ltd
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$68.5K (-$7.5K)
Filed 2026-10-29
Gold Investment Management Ltd.
DECREASED
Shares404 from 433
Change-29 (-7%)
Value$67.5K (-$12.8K)
Filed 2026-10-19
Old Second National Bank of Aurora
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$66.8K (-$7.3K)
Filed 2026-10-22
Anchor Investment Management, LLC
DECREASED
Shares388 from 426
Change-38 (-9%)
Value$64.8K (-$14.1K)
Filed 2026-11-10
Centerpoint Advisors, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$64 (-$70.9K)
Filed 2026-11-05
Transce3nd, LLC
DECREASED
Shares379 from 441
Change-62 (-14%)
Value$63.8K (-$16.4K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$62.9K (-$6.8K)
Filed 2026-10-21
North Point Portfolio Managers Corp
NEW
Shares372
Change+372
Value$62.1K
Filed 2026-10-07
Townsend Asset Management Corp
DECREASED
Shares371 from 1,021
Change-650 (-64%)
Value$61.9K (-$127.2K)
Filed 2026-10-29
Daytona Street Capital LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$61.4K (-$4.3K)
Filed 2026-10-15
Arlington Trust Co LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$59.4K (-$6.5K)
Filed 2026-10-20
Clayton Financial Group LLC
NEW
Shares350
Change+350
Value$58.4K
Filed 2026-10-13
Grove Bank & Trust
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$57.4K (-$6.3K)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
INCREASED
Shares338 from 133
Change+205 (+154%)
Value$56.4K (+$31.7K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares335 from 434
Change-99 (-23%)
Value$55.9K (-$24.5K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares333 from 343
Change-10 (-3%)
Value$55.6K (-$7.9K)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$55.6K (-$6.1K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$51.1K (-$5.6K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$50.1K (-$5.5K)
Filed 2026-10-21
Trust Co of Toledo NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$50.1K (-$5.5K)
Filed 2026-10-16
Armor Investment Advisors, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$47.6K (-$5.2K)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$46.9K (-$5.1K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares254 from 249
Change+5 (+2%)
Value$43 (-$46.0K)
Filed 2026-10-30
Alerus Financial NA
DECREASED
Shares250 from 312
Change-62 (-20%)
Value$41.7K (-$16.0K)
Filed 2026-11-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$41.2K (-$4.5K)
Filed 2026-10-05
RMG Wealth Management LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$40.8K (-$4.9K)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$40.2K (-$4.3K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$39.8K (-$4.3K)
Filed 2026-10-20
Cypress Capital Management LLC (WY)
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$39.2K (-$4.3K)
Filed 2026-11-09
Davis Capital Management
DECREASED
Shares232 from 255
Change-23 (-9%)
Value$38.7K (-$8.5K)
Filed 2026-10-08
Legacy Bridge, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$38.4K (-$4.2K)
Filed 2026-10-28
Align Financial, LLC
DECREASED
Shares229 from 500
Change-271 (-54%)
Value$38.2K (-$54.4K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$37.6K (-$4.1K)
Filed 2026-10-07
Barrett & Company, Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$36.7K (-$4.0K)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$36 (-$4)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$36.4K (-$4.0K)
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$34.2K (-$3.7K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares203 from 70
Change+133 (+190%)
Value$33.9K (+$20.9K)
Filed 2026-10-07
Fairway Wealth LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$33.2K (-$3.6K)
Filed 2026-10-30
DecisionPoint Financial, LLC
DECREASED
Shares196 from 255
Change-59 (-23%)
Value$33.1K (-$13.7K)
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$32.7K (-$3.6K)
Filed 2026-10-05
Financial Management Professionals, Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$30.6K (-$3.3K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$28.9K (-$3.2K)
Filed 2026-10-28
Tidemark, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$28.6K (-$3.2K)
Filed 2026-11-09
Lloyd Advisory Services, Llc.
DECREASED
Shares162 from 174
Change-12 (-7%)
Value$27.0K (-$5.3K)
Filed 2026-11-02
StrongBox Wealth, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$27.1K (-$3.0K)
Filed 2026-11-02
Rothwell Investment Advisors, LLC
NEW
Shares161
Change+161
Value$26.8K
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$26.9K (-$2.9K)
Filed 2026-10-05
Redwood Park Advisors LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$26.3K (-$2.8K)
Filed 2026-11-02
Great Lakes Advisors, LLC
NEW
Shares153
Change+153
Value$25.5K
Filed 2026-11-06
Clark Wealth Partners
INCREASED
Shares153 from 152
Change+1 (+1%)
Value$25.5K (-$2.7K)
Filed 2026-10-19
Luken Investment Analytics, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.0K (-$2.7K)
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.0K (-$2.7K)
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$24.2K (-$2.6K)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$24.0K (-$2.7K)
Filed 2026-10-14
Steph & Co
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$23.2K (-$2.5K)
Filed 2026-10-07
Costello Asset Management, Inc
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$23.1K (-$2.5K)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$22.7K (-$2.5K)
Filed 2026-10-02
Quaker Wealth Management, LLC
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$22.5K (-$2.4K)
Filed 2026-10-22
WestEnd Advisors, LLC
DECREASED
Shares133 from 837
Change-704 (-84%)
Value$22.1K (-$132.9K)
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares132 from 456
Change-324 (-71%)
Value$22.0K (-$62.4K)
Filed 2026-11-02
Biltmore Family Office, LLC
INCREASED
Shares132 from 118
Change+14 (+12%)
Value$22.0K (+$184)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$21.7K (-$2.4K)
Filed 2026-10-22
North Star Investment Management Corp.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$21.7K (-$2.4K)
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$22 (-$24.0K)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$21.2K (-$2.3K)
Filed 2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares125 from 504
Change-379 (-75%)
Value$20.9K (-$75.1K)
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
INCREASED
Shares119 from 21
Change+98 (+467%)
Value$19.9K (+$16.0K)
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares119 from 125
Change-6 (-5%)
Value$19.9K (-$3.3K)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares116 from 99
Change+17 (+17%)
Value$19.4K (+$1.0K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
NEW
Shares112
Change+112
Value$18.7K
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$18.0K (-$2.0K)
Filed 2026-10-16
Clearstead Trust, LLC
NEW
Shares105
Change+105
Value$17.5K
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares100 from 50
Change+50 (+100%)
Value$16.7K (+$7.4K)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.0K (-$1.5K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17 (-$2)
Filed 2026-10-13
Burkett Financial Services, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$16.3K (-$1.7K)
Filed 2026-10-01
Markowski Investments
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$15.9K (-$1.7K)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
NEW
Shares88
Change+88
Value$14.7K
Filed 2026-10-23
First Premier Bank
DECREASED
Shares88 from 93
Change-5 (-5%)
Value$15 (-$2)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.5K (-$1.6K)
Filed 2026-10-23
CNB Bank
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$14.0K (-$1.5K)
Filed 2026-11-09
Tounjian Advisory Partners, LLC
INCREASED
Shares83 from 3
Change+80 (+2667%)
Value$13.9K (+$13.3K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$13.6K (-$1.5K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$13.0K (-$1.4K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED
Shares73 from 100
Change-27 (-27%)
Value$12.2K (-$6.3K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$12.1K (-$1.3K)
Filed 2026-11-03
Smithfield Trust Co
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$12 (-$2)
Filed 2026-11-09
SRH Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares58
Change+58
Value$9.7K
Filed 2026-10-29
Evermay Wealth Management LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.7K (-$1.1K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$9.2K (-$1.0K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED
Shares54 from 53
Change+1 (+2%)
Value$8.9K (-$951)
Filed 2026-10-19
Eukles Asset Management
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$9.0K (-$986)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares53 from 67
Change-14 (-21%)
Value$8.8K (-$3.5K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$8.5K (-$931)
Filed 2026-10-09
Citizens National Bank Trust Department
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.3K (-$913)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.3K (-$913)
Filed 2026-10-20
New England Capital Financial Advisors LLC
NEW
Shares49
Change+49
Value$8.2K
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares46 from 45
Change+1 (+2%)
Value$7.6K (-$809)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$7.7K (-$838)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
NEW
Shares44
Change+44
Value$7.3K
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$7.3K (-$778)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED
Shares42 from 34
Change+8 (+24%)
Value$7.1K (+$722)
Filed 2026-10-27
Axiom Investment Management LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.0K (-$762)
Filed 2026-11-03
John Boyer, Inc.
NEW
Shares41
Change+41
Value$6.9K
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares41 from 138
Change-97 (-70%)
Value$6.8K (-$18.7K)
Filed 2026-10-28
Friedenthal Financial
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.7K (-$730)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares39 from 172
Change-133 (-77%)
Value$6.5K (-$25.3K)
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.5K (-$712)
Filed 2026-11-04
Zions Bancorporation, National Association
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.5K (-$712)
Filed 2026-11-06
Daiwa Securities Group Inc.
INCREASED
Shares38 from 29
Change+9 (+31%)
Value$6.3K (+$973)
Filed 2026-10-29
Wolff Wiese Magana LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.5K (-$602)
Filed 2026-10-15
First Community Trust NA
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$5.3K (-$584)
Filed 2026-10-07
Vermillion Wealth Management, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.9K (-$518)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares28
Change+28
Value$4.6K
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.9K (-$399)
Filed 2026-10-16
Washington Trust Advisors, Inc.
NEW
Shares21
Change+21
Value$3.5K
Filed 2026-10-22
Carota Wealth Management
NEW
Shares20
Change+20
Value$3.3K
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.2K (-$346)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
NEW
Shares18
Change+18
Value$3.0K
Filed 2026-10-15
TFC Financial Management, Inc.
NEW
Shares13
Change+13
Value$2.2K
Filed 2026-10-26
Godfrey Financial Associates, Inc.
NEW
Shares13
Change+13
Value$2.2K
Filed 2026-11-10
Rakuten Securities, Inc.
INCREASED
Shares13 from 6
Change+7 (+117%)
Value$2.2K (+$1.1K)
Filed 2026-11-02
Roble, Belko & Company, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2 ($0)
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares7 from 42
Change-35 (-83%)
Value$1.2K (-$6.6K)
Filed 2026-10-27
Inspire Investing, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$835 (-$91)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$835 (-$91)
Filed 2026-10-13
Investors Research Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$668 (-$73)
Filed 2026-10-07
Silvant Capital Management LLC
NEW
Shares1
Change+1
Value$244
Filed 2026-11-09
MKP Capital Management, L.L.C.
CLOSED
Shares0 from 207,500
Change-207,500 (-100%)
Value$0 (-$38.4M)
Filed 2026-11-04
TTP Investments, Inc.
CLOSED
Shares0 from 83,546
Change-83,546 (-100%)
Value$0 (-$15.5M)
Filed 2026-10-30
Advisors Preferred, LLC
CLOSED
Shares0 from 74,145
Change-74,145 (-100%)
Value$0 (-$13.6M)
Filed 2026-11-09
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 51,686
Change-51,686 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-22
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 50,934
Change-50,934 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-21
Thor Trading Advisors, LLC
CLOSED
Shares0 from 46,889
Change-46,889 (-100%)
Value$0 (-$8.7M)
Filed 2026-11-05
Sollinda Capital Management LLC
CLOSED
Shares0 from 46,069
Change-46,069 (-100%)
Value$0 (-$8.5M)
Filed 2026-11-09
Financial Enhancement Group LLC
CLOSED
Shares0 from 42,290
Change-42,290 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-08
West Financial Advisors, LLC
CLOSED
Shares0 from 23,895
Change-23,895 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-22
LEE Johnson Capital Management, LLC
CLOSED
Shares0 from 18,626
Change-18,626 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-09
Ticino Wealth
CLOSED
Shares0 from 14,487
Change-14,487 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-13
Trinity Wealth Management, LLC
CLOSED
Shares0 from 14,157
Change-14,157 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-13
Transcendent Capital Group LLC
CLOSED
Shares0 from 11,477
Change-11,477 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 9,912
Change-9,912 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-22
FFG Partners, LLC
CLOSED
Shares0 from 7,853
Change-7,853 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
Childress Capital Advisors, LLC
CLOSED
Shares0 from 6,873
Change-6,873 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 6,229
Change-6,229 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 5,559
Change-5,559 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
Global View Capital Management LLC
CLOSED
Shares0 from 5,386
Change-5,386 (-100%)
Value$0 (-$997.6K)
Filed 2026-10-28
Richardson Financial Services Inc.
CLOSED
Shares0 from 5,156
Change-5,156 (-100%)
Value$0 (-$955.1K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,512
Change-4,512 (-100%)
Value$0 (-$835.8K)
Filed 2026-10-16
Lunt Capital Management, Inc.
CLOSED
Shares0 from 4,239
Change-4,239 (-100%)
Value$0 (-$785.2K)
Filed 2026-10-30
Twin Tree Management, LP
CLOSED
Shares0 from 3,785
Change-3,785 (-100%)
Value$0 (-$701.1K)
Filed 2026-11-10
Mizuho Markets Americas LLC
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$500.1K)
Filed 2026-11-09
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 2,301
Change-2,301 (-100%)
Value$0 (-$426.3K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 2,285
Change-2,285 (-100%)
Value$0 (-$423.3K)
Filed 2026-10-14
Southland Equity Partners LLC
CLOSED
Shares0 from 2,068
Change-2,068 (-100%)
Value$0 (-$383.1K)
Filed 2026-10-14
Northeast Investment Management
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$370.5K)
Filed 2026-10-30
Balefire, LLC
CLOSED
Shares0 from 1,882
Change-1,882 (-100%)
Value$0 (-$348.6K)
Filed 2026-10-09
Plan Group Financial, LLC
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$342.7K)
Filed 2026-10-22
Ellerson Group Inc
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$318.4K)
Filed 2026-11-04
Two West Capital Advisors LLC
CLOSED
Shares0 from 1,685
Change-1,685 (-100%)
Value$0 (-$300.2K)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 1,682
Change-1,682 (-100%)
Value$0 (-$309.3K)
Filed 2026-10-19
Rinkey Investments
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$296.4K)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,585
Change-1,585 (-100%)
Value$0 (-$293.6K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 1,575
Change-1,575 (-100%)
Value$0 (-$291.7K)
Filed 2026-11-02
Nadler Financial Group, Inc.
CLOSED
Shares0 from 1,565
Change-1,565 (-100%)
Value$0 (-$289.9K)
Filed 2026-10-23
Coldstream Capital Management Inc
CLOSED
Shares0 from 1,481
Change-1,481 (-100%)
Value$0 (-$274.3K)
Filed 2026-11-09
TFO Wealth Partners, LLC
CLOSED
Shares0 from 1,368
Change-1,368 (-100%)
Value$0 (-$253.4K)
Filed 2026-11-09
Kickstand Ventures, Llc.
CLOSED
Shares0 from 1,357
Change-1,357 (-100%)
Value$0 (-$251.4K)
Filed 2026-11-09
Inscription Capital, LLC
CLOSED
Shares0 from 1,332
Change-1,332 (-100%)
Value$0 (-$246.7K)
Filed 2026-11-02
CLG LLC
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$241.6K)
Filed 2026-10-13
Synergy Asset Management, LLC
CLOSED
Shares0 from 1,303
Change-1,303 (-100%)
Value$0 (-$241.4K)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-23
Wespac Advisors SoCal, LLC
CLOSED
Shares0 from 1,236
Change-1,236 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-13
Bluesphere Advisors LLC
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-19
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,230
Change-1,230 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-09
Freedom Investment Management, Inc.
CLOSED
Shares0 from 1,221
Change-1,221 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-09
Harfst & Associates, Inc.
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-20
Central Valley Advisors, LLC
CLOSED
Shares0 from 1,208
Change-1,208 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-27
C2c Wealth Management, LLC
CLOSED
Shares0 from 1,202
Change-1,202 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-20
Axim Planning & Wealth
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-28
Parisi Gray Wealth Management
CLOSED
Shares0 from 1,176
Change-1,176 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 1,161
Change-1,161 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-08
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 1,160
Change-1,160 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 1,153
Change-1,153 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-29
Aries Wealth Management
CLOSED
Shares0 from 1,153
Change-1,153 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-23
Sather Financial Group Inc
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-30
Cove Private Wealth, LLC
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-28
Bonfire Financial
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$208.3K)
Filed 2026-11-06
Cpwa, LLC
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$207.1K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-13
SVB Wealth LLC
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-06
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 1,108
Change-1,108 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-15
Thoroughbred Financial Services, LLC
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-09
Skyline Advisors, Inc.
CLOSED
Shares0 from 1,097
Change-1,097 (-100%)
Value$0 (-$203.2K)
Filed 2026-11-03
Pachira Investments Inc.
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-14
Legacy Private Trust Co.
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-06
Means Investment Co., Inc.
CLOSED
Shares0 from 1,089
Change-1,089 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-03
WealthPLAN Partners, LLC
CLOSED
Shares0 from 1,084
Change-1,084 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-15
Bank of Stockton
CLOSED
Shares0 from 1,080
Change-1,080 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-20
BankPlus Trust Department
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$149.7K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$133.0K)
Filed 2026-10-28
Wellington Shields & Co., LLC
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$129.4K)
Filed 2026-11-03
TrustBank
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$125.0K)
Filed 2026-10-20
Wellington Grp LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$90.2K)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$101.9K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$92.6K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$61.1K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$43.7K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 189
Change-189 (-100%)
Value$0 (-$35.0K)
Filed 2026-10-13
Park Place Capital Corp
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$23.0K)
Filed 2026-11-09
Brooklyn FI, LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$17.3K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-14
GFS Advisors, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Vision Financial Markets LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-22
Bullseye Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-16
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$166)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 12,665,769
Change-12,665,769 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,618,290
Change-10,618,290 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,182,613
Change-9,182,613 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,208,436
Change-8,208,436 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,096,984
Change-6,096,984 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,628,620
Change-4,628,620 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 3,592,360
Change-3,592,360 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,450,493
Change-3,450,493 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,864,517
Change-2,864,517 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,444,075
Change-2,444,075 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,403,645
Change-2,403,645 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,326,200
Change-2,326,200 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,275,926
Change-2,275,926 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 1,904,735
Change-1,904,735 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,632,498
Change-1,632,498 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,359,335
Change-1,359,335 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,320,000
Change-1,320,000 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,311,071
Change-1,311,071 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,099,118
Change-1,099,118 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 845,410
Change-845,410 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 748,610
Change-748,610 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 717,105
Change-717,105 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 689,782
Change-689,782 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 678,480
Change-678,480 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 632,441
Change-632,441 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 578,586
Change-578,586 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 567,000
Change-567,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 477,535
Change-477,535 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 460,313
Change-460,313 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 443,464
Change-443,464 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 414,229
Change-414,229 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 409,331
Change-409,331 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 397,278
Change-397,278 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 370,646
Change-370,646 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 352,600
Change-352,600 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 352,188
Change-352,188 (-100%)
Value—
SRB Corp
N/A
Shares— from 310,583
Change-310,583 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 310,256
Change-310,256 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 299,159
Change-299,159 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 281,240
Change-281,240 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 270,040
Change-270,040 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 251,043
Change-251,043 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 225,347
Change-225,347 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 212,312
Change-212,312 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 209,301
Change-209,301 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 193,167
Change-193,167 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 190,731
Change-190,731 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 165,640
Change-165,640 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 158,546
Change-158,546 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 143,569
Change-143,569 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 143,112
Change-143,112 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 142,256
Change-142,256 (-100%)
Value—
&partners
N/A
Shares— from 140,658
Change-140,658 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 137,693
Change-137,693 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 136,380
Change-136,380 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 134,624
Change-134,624 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 124,570
Change-124,570 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 121,925
Change-121,925 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 121,409
Change-121,409 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 116,373
Change-116,373 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 114,613
Change-114,613 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 108,029
Change-108,029 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 104,635
Change-104,635 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 100,157
Change-100,157 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93,540
Change-93,540 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 90,612
Change-90,612 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 88,271
Change-88,271 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 88,077
Change-88,077 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 85,629
Change-85,629 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 85,447
Change-85,447 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 85,201
Change-85,201 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 85,108
Change-85,108 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 84,635
Change-84,635 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 84,078
Change-84,078 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 83,392
Change-83,392 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 83,163
Change-83,163 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 82,667
Change-82,667 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 78,546
Change-78,546 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 76,173
Change-76,173 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 75,745
Change-75,745 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 75,641
Change-75,641 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 75,600
Change-75,600 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 75,592
Change-75,592 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 75,272
Change-75,272 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 74,081
Change-74,081 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 73,596
Change-73,596 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 71,332
Change-71,332 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 70,393
Change-70,393 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 70,030
Change-70,030 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 69,980
Change-69,980 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 69,815
Change-69,815 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 68,748
Change-68,748 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 68,519
Change-68,519 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 68,481
Change-68,481 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 67,399
Change-67,399 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 66,240
Change-66,240 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 60,147
Change-60,147 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 59,993
Change-59,993 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 58,848
Change-58,848 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 58,586
Change-58,586 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 57,064
Change-57,064 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 54,566
Change-54,566 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 54,477
Change-54,477 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 54,303
Change-54,303 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 53,900
Change-53,900 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 52,282
Change-52,282 (-100%)
Value—
Prudential PLC
N/A
Shares— from 51,560
Change-51,560 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 51,428
Change-51,428 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 50,676
Change-50,676 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 50,031
Change-50,031 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 49,881
Change-49,881 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 48,144
Change-48,144 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 47,591
Change-47,591 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 46,241
Change-46,241 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 44,848
Change-44,848 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 44,777
Change-44,777 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 44,315
Change-44,315 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 43,178
Change-43,178 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 42,489
Change-42,489 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 41,979
Change-41,979 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 40,839
Change-40,839 (-100%)
Value—
Main Management LLC
N/A
Shares— from 40,232
Change-40,232 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 39,367
Change-39,367 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 39,260
Change-39,260 (-100%)
Value—
Simmons Bank
N/A
Shares— from 38,667
Change-38,667 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 38,366
Change-38,366 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 37,623
Change-37,623 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 35,072
Change-35,072 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 34,629
Change-34,629 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 34,594
Change-34,594 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 34,521
Change-34,521 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 33,654
Change-33,654 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 33,139
Change-33,139 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 32,871
Change-32,871 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 32,870
Change-32,870 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 32,828
Change-32,828 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 32,648
Change-32,648 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 32,541
Change-32,541 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 32,311
Change-32,311 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 31,977
Change-31,977 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,836
Change-30,836 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 29,375
Change-29,375 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 29,256
Change-29,256 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 28,750
Change-28,750 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 28,484
Change-28,484 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 28,438
Change-28,438 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,081
Change-28,081 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 27,889
Change-27,889 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,265
Change-27,265 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 27,227
Change-27,227 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,130
Change-26,130 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 24,981
Change-24,981 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 24,980
Change-24,980 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 24,615
Change-24,615 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 24,006
Change-24,006 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 23,727
Change-23,727 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 23,704
Change-23,704 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 23,682
Change-23,682 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,072
Change-23,072 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 22,602
Change-22,602 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 22,556
Change-22,556 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 21,021
Change-21,021 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 20,958
Change-20,958 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 20,189
Change-20,189 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 19,707
Change-19,707 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 19,607
Change-19,607 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,390
Change-19,390 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 19,352
Change-19,352 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 18,860
Change-18,860 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 18,655
Change-18,655 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 18,655
Change-18,655 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 18,332
Change-18,332 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 17,954
Change-17,954 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,932
Change-17,932 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 17,927
Change-17,927 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,766
Change-17,766 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 17,448
Change-17,448 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,360
Change-17,360 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 17,312
Change-17,312 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,997
Change-16,997 (-100%)
Value—
Commerce Bank
N/A
Shares— from 16,885
Change-16,885 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,830
Change-16,830 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 16,556
Change-16,556 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 16,309
Change-16,309 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,258
Change-16,258 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 15,818
Change-15,818 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 15,724
Change-15,724 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 14,681
Change-14,681 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 14,543
Change-14,543 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,137
Change-14,137 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,680
Change-13,680 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,572
Change-13,572 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 13,422
Change-13,422 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 13,358
Change-13,358 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 13,074
Change-13,074 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 12,485
Change-12,485 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 12,344
Change-12,344 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 12,189
Change-12,189 (-100%)
Value—
Bank of Marin
N/A
Shares— from 12,095
Change-12,095 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 12,053
Change-12,053 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 11,644
Change-11,644 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 11,340
Change-11,340 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 10,782
Change-10,782 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,323
Change-10,323 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,221
Change-10,221 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,631
Change-9,631 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,477
Change-9,477 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Invst, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,224
Change-8,224 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,341
Change-5,341 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,902
Change-4,902 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 756
Change-756 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 688
Change-688 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 620
Change-620 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 554
Change-554 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 530
Change-530 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 455
Change-455 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 387
Change-387 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 339
Change-339 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 283
Change-283 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 242
Change-242 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 232
Change-232 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 217
Change-217 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 171
Change-171 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 113
Change-113 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 51
Change-51 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 49
Change-49 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10
Change-10 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 4
Change-4 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 0
Change0
Value—
Status
Migdal Insurance & Financial Holdings Ltd.
INCREASED5,482,1824,955,697+526,485+11%$917.9M$915.4M-$2.5M2026-11-09
LPL Financial LLC
DECREASED5,319,3215,327,652-8,3310%$986.8M$888.2M-$98.6M2026-11-06
Fisher Asset Management, LLC
INCREASED4,316,6843,847,445+469,239+12%$712.7M$720.8M+$8.1M2026-11-06
Citigroup Inc
DECREASED3,440,0563,770,566-330,510-9%$698.4M$574.4M-$124.0M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,876,3813,236,426-360,045-11%$599.5M$480.3K-$599.0M2026-11-02
Phoenix Financial Ltd.
DECREASED2,632,9364,234,423-1,601,487-38%$784.3M$439.6M-$344.7M2026-11-09
Bank of Montreal
DECREASED1,593,5451,775,629-182,084-10%$328.9M$266.1M-$62.8M2026-11-09
Meitav Investment House LTD
INCREASED1,562,4011,250,129+312,272+25%$231.6M$260.9M+$29.3M2026-10-28
ING Groep NV
UNCHANGED1,419,5761,419,57600%$262.9M$237.0M-$25.9M2026-11-10
Natixis
INCREASED1,099,523351,091+748,432+213%$65.0M$183.6M+$118.6M2026-11-06
AGF Management LTD
INCREASED565,894538,815+27,079+5%$99.8M$94.5M-$5.3M2026-11-03
Mirae Asset Securities (USA) Inc.
INCREASED553,458352,289+201,169+57%$65.3M$92.4M+$27.2M2026-10-15
Barclays PLC
DECREASED491,300834,565-343,265-41%$154.6M$82.0M-$72.5M2026-11-06
Commonwealth Equity Services, LLC
DECREASED429,760442,809-13,049-3%$82.0M$71.8M-$10.3M2026-11-02
Truist Financial Corp
INCREASED419,766386,211+33,555+9%$71.5M$70.1M-$1.4M2026-10-30
HighTower Advisors, LLC
DECREASED358,065359,618-1,5530%$66.6M$59.8M-$6.8M2026-11-10
J.Safra Asset Management Corp
INCREASED346,058335,937+10,121+3%$62.2M$57.8M-$4.4M2026-11-03
Trust Asset Management LLC
UNCHANGED344,214344,21400%$63.8M$57.5M-$6.3M2026-11-03
Factory Mutual Insurance Co
UNCHANGED332,380332,38000%$61.6M$55.5M-$6.1M2026-10-30
PNC Financial Services Group, Inc.
DECREASED306,078332,059-25,981-8%$61.5M$51.1M-$10.4M2026-11-06
Thrivent Financial for Lutherans
DECREASED285,211364,812-79,601-22%$67.6M$47.7K-$67.5M2026-11-05
Greenwood Gearhart LLC
INCREASED266,558260,568+5,990+2%$48.3M$44.5M-$3.8M2026-11-02
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED263,992263,99200%$48.9M$44.1M-$4.8M2026-11-09
KCM Investment Advisors LLC
DECREASED257,967263,844-5,877-2%$48.9M$43.1M-$5.8M2026-10-27
Ferguson Wellman Capital Management, Inc
INCREASED255,600132,696+122,904+93%$24.6M$42.7M+$18.1M2026-10-05
Grimes & Co Wealth Management, LLC
DECREASED255,526335,833-80,307-24%$62.2M$42.7M-$19.5M2026-10-29
Fifth Third Bancorp
DECREASED236,226243,147-6,921-3%$45.0M$39.4M-$5.6M2026-11-05
AlphaStar Capital Management, LLC
INCREASED235,643215,982+19,661+9%$40.0M$39.3M-$658.8K2026-10-16
Biltmore Wealth Management, LLC
INCREASED221,126213,900+7,226+3%$39.6M$36.9M-$2.7M2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED208,179201,189+6,990+3%$37.3M$34.8K-$37.2M2026-11-02
New Harbor Financial Group, LLC
INCREASED207,915203,706+4,209+2%$37.7M$34.7M-$3.0M2026-10-22
US Bancorp \de\
DECREASED179,360187,772-8,412-4%$34.8M$29.9M-$4.8M2026-11-05
Trilogy Capital Inc.
INCREASED174,588153,796+20,792+14%$28.5M$29.2M+$665.0K2026-10-20
TD Waterhouse Canada Inc.
INCREASED174,573161,630+12,943+8%$29.6M$29.4M-$195.0K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED173,57092,168+81,402+88%$17.1M$29.0M+$11.9M2026-10-16
FMR LLC
INCREASED169,674167,937+1,737+1%$31.1M$28.3M-$2.8M2026-11-10
Armstrong Advisory Group, Inc
INCREASED163,085160,828+2,257+1%$29.8M$27.2M-$2.6M2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED162,990155,894+7,096+5%$28.9M$27.2M-$1.7M2026-10-29
Impact Partnership Wealth, LLC
INCREASED159,3761,328+158,048+11901%$246.0K$26.6M+$26.4M2026-11-09
Scotia Capital Inc.
DECREASED158,224178,962-20,738-12%$33.1M$26.4M-$6.7M2026-11-10
Creative Planning
INCREASED156,255153,803+2,452+2%$28.5M$26.1M-$2.4M2026-11-02
BAR Harbor Wealth Management
DECREASED155,800156,128-3280%$28.9M$26.0M-$2.9M2026-10-21
Bellwether Advisors, LLC
INCREASED154,049152,772+1,277+1%$28.3M$25.7M-$2.6M2026-11-09
Park Avenue Securities LLC
DECREASED153,790202,997-49,207-24%$37.6M$25.7K-$37.6M2026-10-26
Ayalon Insurance Comp Ltd.
INCREASED152,736143,736+9,000+6%$26.6K$25.5K-$1.1K2026-10-08
Oppenheimer Asset Management Inc.
INCREASED150,020145,840+4,180+3%$27.0M$25.1M-$2.0M2026-10-27
Kestra Advisory Services, LLC
INCREASED149,937128,857+21,080+16%$23.9M$25.0M+$1.2M2026-11-02
Simplex Trading, LLC
NEW144,222—+144,222——$24.1M—2026-11-04
Vestor Capital, LLC
INCREASED142,4633,794+138,669+3655%$2.0K$20.7K+$18.7K2026-11-04
First Interstate Bank
INCREASED141,825107,075+34,750+32%$19.8M$23.7M+$3.8M2026-10-23
Krilogy Financial LLC
INCREASED140,420128,932+11,488+9%$23.9M$23.8M-$130.0K2026-10-13
NewSquare Capital LLC
INCREASED134,746130,436+4,310+3%$24.2M$22.5M-$1.7M2026-11-06
Nelson Capital Management, LLC
DECREASED124,226124,403-1770%$23.0M$20.7M-$2.3M2026-11-09
Trek Financial, LLC
DECREASED119,951213,832-93,881-44%$39.6M$20.0M-$19.6M2026-10-29
Lighthouse Financial Services Inc
INCREASED116,944116,480+464+0%$21.4M$19.5M-$1.8M2026-11-02
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED116,155116,15500%$21.5M$19.4M-$2.1M2026-11-09
Strategic Point Investment Advisors, LLC
INCREASED114,865114,740+125+0%$21.3M$19.2M-$2.1M2026-10-29
IMZ Advisory Inc
INCREASED112,317110,817+1,500+1%$20.5M$18.8M-$1.8M2026-11-03
Jefferies Financial Group Inc.
DECREASED111,031118,356-7,325-6%$21.9M$18.5M-$3.4M2026-11-05
Tradewinds Capital Management, LLC
DECREASED107,451147,946-40,495-27%$27.4M$17.9M-$9.5M2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED103,036138,817-35,781-26%$25.7M$17.2M-$8.5M2026-10-16
Carnegie Investment Counsel
DECREASED99,954100,116-1620%$18.5M$16.7M-$1.9M2026-10-20
Tamar Securities, LLC
INCREASED98,59183,367+15,224+18%$15.4M$16.5M+$1.0M2026-11-03
Spire Wealth Management
DECREASED97,49499,489-1,995-2%$18.4M$16.3M-$2.1M2026-10-30
Founders Financial Securities LLC
DECREASED96,55297,416-864-1%$18.0M$16.1M-$1.9M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED96,43178,077+18,354+24%$11.2M$13.4M+$2.2M2026-10-13
HighPoint Advisor Group LLC
INCREASED96,10686,309+9,797+11%$16.0M$16.0M+$60.9K2026-11-09
Horizon Wealth Management, LLC
DECREASED85,560230,058-144,498-63%$42.6M$14.3M-$28.3M2026-11-02
Royal Fund Management, LLC
DECREASED84,85288,935-4,083-5%$16.5M$14.2M-$2.3M2026-10-22
Capital Investment Advisors, LLC
DECREASED84,237123,692-39,455-32%$22.9M$14.1M-$8.8M2026-10-22
Forbes J M & Co LLP
UNCHANGED82,11782,11700%$15.2M$13.7M-$1.5M2026-10-16
Prairie Advisory, LLC
INCREASED80,55037,632+42,918+114%$7.0M$13.5M+$6.5M2026-10-19
NTV Asset Management LLC
DECREASED80,16280,316-1540%$14.9M$13.4M-$1.5M2026-10-23
Exchange Traded Concepts, LLC
INCREASED79,01561,085+17,930+29%$11.3M$13.2M+$1.9M2026-10-28
Jmac Enterprises LLC
INCREASED78,17077,293+877+1%$14.3M$13.1M-$1.3M2026-10-30
J.W. Cole Advisors, Inc.
DECREASED74,66994,440-19,771-21%$17.5M$12.5M-$5.0M2026-11-05
WBH Advisory Inc
DECREASED69,87082,260-12,390-15%$15.2M$11.7M-$3.6M2026-11-05
CoreCap Advisors, LLC
INCREASED69,43266,204+3,228+5%$12.3M$11.6M-$669.1K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED66,93752,096+14,841+28%$9.6M$11.2M+$1.5M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED66,00451,903+14,101+27%$9.6M$11.0M+$1.4M2026-11-05
Old National Bancorp
DECREASED65,05867,809-2,751-4%$12.6M$10.9M-$1.7M2026-10-20
Sharper & Granite LLC
INCREASED64,76661,921+2,845+5%$11.5M$10.5M-$995.0K2026-11-02
Trust Co of Oklahoma
INCREASED64,53558,620+5,915+10%$10.9M$10.8M-$82.1K2026-10-15
Tritonpoint Wealth, LLC
DECREASED64,37066,681-2,311-3%$12.4M$10.7M-$1.6M2026-10-19
StoneX Group Inc.
DECREASED63,66670,924-7,258-10%$13.1M$10.7M-$2.4M2026-11-03
Lyell Wealth Management, LP
INCREASED63,17061,942+1,228+2%$11.5M$10.5M-$925.4K2026-10-30
Opal Wealth Advisors, LLC
INCREASED62,82462,150+674+1%$11.5M$10.5M-$1.0M2026-10-16
Salomon & Ludwin, LLC
INCREASED59,86258,790+1,072+2%$10.8M$10.0M-$832.5K2026-10-29
Lido Advisors, LLC
INCREASED59,29754,568+4,729+9%$10.1M$9.9M-$206.0K2026-11-04
Keystone Global Partners, LLC
DECREASED59,12559,995-870-1%$11.1M$9.9M-$1.2M2026-10-13
Compass Wealth Management, LLC
INCREASED58,95456,252+2,702+5%$10.4M$9.8M-$575.4K2026-10-30
Farther Finance Advisors, LLC
INCREASED58,93253,017+5,915+11%$9.8M$9.8M+$22.6K2026-10-08
Vanderbilt University
INCREASED58,91558,760+155+0%$10.9M$9.8M-$1.0M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED58,82055,784+3,036+5%$10.2M$9.9M-$309.1K2026-11-04
Shira Ridge Wealth Management
INCREASED58,28457,580+704+1%$10.7M$9.7M-$933.3K2026-10-09
Busey Bank
DECREASED58,16158,546-385-1%$10.8M$9.7M-$1.1M2026-10-26
Level Four Advisory Services, LLC
DECREASED57,98459,454-1,470-2%$11.0M$9.7M-$1.3M2026-11-06
Innealta Capital, LLC
INCREASED56,47056,457+13+0%$10.5M$9.4M-$1.0M2026-11-02
Summit Securities Group LLC
NEW55,881—+55,881——$9.3M—2026-11-05
Macro Advisors, Inc.
INCREASED55,63052,940+2,690+5%$9.8M$9.3M-$517.0K2026-11-09
Intrua Financial, LLC
DECREASED53,93467,543-13,609-20%$12.5M$9.0M-$3.5M2026-10-28
IFG Advisory, LLC
INCREASED53,68752,321+1,366+3%$9.7M$9.0M-$726.9K2026-11-09
Oppenheimer & Co Inc
DECREASED52,07762,338-10,261-16%$11.5M$8.7M-$2.9M2026-10-26
Squarepoint Ops LLC
DECREASED50,66775,397-24,730-33%$14.0M$8.5M-$5.5M2026-11-09
Independent Financial Group, LLC
DECREASED50,61752,921-2,304-4%$9.8M$8.5M-$1.4M2026-10-13
Sage Rhino Capital LLC
INCREASED48,92748,852+75+0%$9.0M$8.2M-$878.9K2026-10-28
Atlas Capital Advisors Inc.
DECREASED48,77153,101-4,330-8%$9.8M$5.9K-$9.8M2026-11-09
Essex LLC
INCREASED48,28546,631+1,654+4%$8.6M$8.1M-$574.8K2026-10-14
Aafmaa Wealth Management & Trust LLC
DECREASED47,80875,461-27,653-37%$14.0M$8.6M-$5.4M2026-10-14
Toth Financial Advisory Corp
DECREASED47,58347,647-640%$8.8M$7.9M-$880.2K2026-10-08
Rye Brook Capital LLC
INCREASED47,50045,770+1,730+4%$8.5M$7.9K-$8.5M2026-10-07
Merit Financial Group, LLC
DECREASED47,46747,895-428-1%$8.9M$7.9M-$945.7K2026-11-06
Burns J W & Co Inc
DECREASED47,42347,485-620%$8.8M$7.9M-$877.0K2026-10-20
Bank Hapoalim BM
INCREASED46,34443,771+2,573+6%$8.1M$7.7K-$8.1M2026-11-10
Sigma Planning Corp
INCREASED46,29046,079+211+0%$8.5M$7.7M-$818.2K2026-10-23
3Edge Asset Management, LP
DECREASED45,78746,488-701-2%$8.6M$7.6M-$965.5K2026-10-30
AdvisorShares Investments LLC
NEW45,239—+45,239——$7.6M—2026-11-09
Patten & Patten Inc
INCREASED44,91344,903+10+0%$8.3M$7.5M-$817.8K2026-10-26
Foronjy Financial LLC
INCREASED44,49740,755+3,742+9%$7.5M$7.4M-$118.9K2026-10-14
Institute for Wealth Management, Llc.
INCREASED44,48743,753+734+2%$8.1M$7.4M-$675.8K2026-11-06
Shelter Rock Management, LLC
INCREASED43,83924,944+18,895+76%$4.6M$7.4M+$2.8M2026-10-09
Brookstone Capital Management
DECREASED43,54149,620-6,079-12%$9.2M$7.3M-$1.9M2026-10-22
AlphaCore Capital LLC
DECREASED43,26447,214-3,950-8%$8.7M$7.2M-$1.5M2026-11-04
RFG Advisory, LLC
INCREASED43,17341,772+1,401+3%$7.7M$7.2M-$528.4K2026-11-03
Wealth Advisory Solutions, LLC
INCREASED42,75740,766+1,991+5%$7.6M$7.1M-$411.5K2026-10-20
Magnus Financial Group LLC
INCREASED42,23339,413+2,820+7%$7.3M$7.1M-$248.5K2026-10-21
Davenport & Co LLC
INCREASED42,01738,829+3,188+8%$7.2M$7.0M-$176.3K2026-10-14
Capstone Wealth Management Group, LLC
NEW41,839—+41,839——$6.5M—2026-11-05
Western Wealth Management, LLC
INCREASED41,52638,228+3,298+9%$7.1M$6.9M-$146.9K2026-11-09
Canton Hathaway, LLC
INCREASED40,80140,518+283+1%$7.5M$6.8M-$692.1K2026-10-23
Relyea Zuckerberg Hanson LLC
UNCHANGED40,51140,51100%$7.5M$6.8M-$739.3K2026-10-20
Theory Financial LLC
NEW40,131—+40,131——$6.7M—2026-11-09
Private Advisory Group LLC
INCREASED39,8396,321+33,518+530%$1.2M$6.7M+$5.5M2026-11-06
Stockman Wealth Management, Inc.
INCREASED39,53837,655+1,883+5%$7.0M$6.6M-$372.9K2026-10-27
Client First Capital LLC
INCREASED39,33938,009+1,330+4%$7.0M$6.6M-$471.7K2026-10-22
Harbour Investments, Inc.
DECREASED39,26040,380-1,120-3%$7.5M$6.6M-$923.9K2026-11-09
Howard Capital Management Group, LLC
INCREASED39,15427,239+11,915+44%$5.0M$6.5M+$1.5M2026-10-16
Massachusetts Wealth Management
DECREASED38,94639,169-223-1%$7.3M$6.5M-$752.1K2026-10-21
Orange Investment Advisors, Inc.
DECREASED38,87039,192-322-1%$7.3M$6.5M-$769.0K2026-10-23
Winthrop Capital Management, LLC
DECREASED38,28339,995-1,712-4%$7.4M$6.4M-$1.0M2026-11-05
Cumberland Advisors Inc
DECREASED38,23639,441-1,205-3%$7.3M$6.4M-$921.0K2026-10-30
Pinnacle Associates LTD
DECREASED38,21039,243-1,033-3%$7.3M$6.4M-$888.6K2026-10-20
Country Trust Bank
DECREASED37,150118,086-80,936-69%$21.9M$6.2M-$15.7M2026-10-30
Arch Global Advisors, LLC
INCREASED36,72535,091+1,634+5%$6.5M$6.1M-$367.6K2026-10-23
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED36,67136,67100%$6.8M$6.1M-$669.2K2026-11-09
Algorithmic Investment Models, LLC
INCREASED36,60028,883+7,717+27%$5.3M$6.1M+$761.5K2026-11-04
Prospera Financial Services Inc
DECREASED36,59139,352-2,761-7%$7.3M$6.1M-$1.2M2026-11-04
Fairvoy Private Wealth, LLC
DECREASED36,33447,942-11,608-24%$8.9M$6.1M-$2.8M2026-10-19
Atria Investments, Inc
DECREASED36,09349,001-12,908-26%$9.1M$6.0M-$3.0M2026-10-15
Midwest Trust Co
DECREASED36,07637,133-1,057-3%$6.9M$6.0M-$854.2K2026-10-22
IFP Advisors, Inc
DECREASED36,01637,106-1,090-3%$6.9M$6.0M-$859.2K2026-10-16
Integrated Advisors Network LLC
INCREASED35,41019,044+16,366+86%$3.5M$5.9M+$2.4M2026-10-20
Crescent Grove Advisors, LLC
INCREASED34,77134,723+48+0%$6.4M$5.8M-$625.7K2026-10-21
Sage Capital Advisors,llc
INCREASED34,76734,605+162+0%$6.4M$5.8M-$604.6K2026-10-13
Petredis Investment Advisors LLC
INCREASED34,75634,207+549+2%$6.3M$5.8M-$532.6K2026-10-20
Centennial Bank
INCREASED34,33929,271+5,068+17%$5.4M$5.7M+$312.1K2026-11-09
Apollon Financial, LLC
INCREASED33,54228,893+4,649+16%$5.4M$5.6M+$249.0K2026-10-23
Kennicott Capital Management LLC
INCREASED33,45633,121+335+1%$6.1M$5.6M-$548.5K2026-10-16
Harbour Trust & Investment Management Co
DECREASED33,19133,406-215-1%$6.2M$5.5M-$645.6K2026-10-28
McCollum Christoferson Group LLC
DECREASED31,69031,767-770%$5.9M$5.3M-$592.6K2026-10-13
Colton Groome Financial Advisors, LLC
INCREASED31,65330,524+1,129+4%$5.7M$5.3M-$368.6K2026-10-06
CMH Wealth Management LLC
INCREASED31,53631,001+535+2%$5.7M$5.3M-$476.4K2026-10-22
Blair William & Co
INCREASED31,24331,010+233+1%$5.7M$5.2M-$527.0K2026-11-10
Granite Harbor Advisors, Inc.
INCREASED31,08929,479+1,610+5%$5.5M$5.2M-$269.1K2026-11-10
Ironwood Wealth Management, Inc.
INCREASED30,96930,918+51+0%$5.6M$5.2M-$384.4K2026-10-14
Premier Path Wealth Partners, LLC
DECREASED30,72740,279-9,552-24%$7.5M$5.1M-$2.3M2026-10-16
Cooksen Wealth, LLC
INCREASED30,26829,089+1,179+4%$5.4M$5.1M-$265.3K2026-10-13
Teamwork Financial Advisors, LLC
INCREASED30,01325,782+4,231+16%$4.8M$5.0M+$235.9K2026-10-19
Guerra PAN Advisors, LLC
DECREASED29,94429,956-120%$5.5M$5.0M-$557.7K2026-10-26
Bank of New York Mellon Corp
INCREASED29,62814,475+15,153+105%$2.7M$4.9M+$2.3M2026-11-05
Parcion Private Wealth LLC
NEW29,299—+29,299——$4.9M—2026-10-28
Larson Financial Group LLC
INCREASED29,14419,041+10,103+53%$3.5M$4.9M+$1.3M2026-11-05
Measured Wealth Private Client Group, LLC
DECREASED28,66628,757-910%$5.3M$4.8M-$540.1K2026-11-10
TCV Trust & Wealth Management, Inc.
DECREASED28,36328,768-405-1%$5.3M$4.7M-$592.6K2026-10-16
Cornerstone Wealth Group, LLC
DECREASED28,36039,858-11,498-29%$7.4M$4.7M-$2.6M2026-11-02
Victory Financial Group, LLC
INCREASED28,22627,925+301+1%$5.2M$4.7M-$459.4K2026-10-27
Visionary Horizons, LLC
INCREASED27,80327,361+442+2%$5.1M$4.6M-$425.6K2026-10-22
Camelot Technology Advisors, Inc.
INCREASED27,78827,124+664+2%$5.0M$4.6M-$384.1K2026-10-09
First Merchants Corp
INCREASED27,64923,867+3,782+16%$4.4M$4.6M+$195.9K2026-10-15
Arrow Investment Advisors, LLC
UNCHANGED26,99626,99600%$5.0M$4.5M-$492.7K2026-11-02
Madison Park Capital Advisors, LLC
DECREASED26,90479,707-52,803-66%$4.1M$4.5M+$359.6K2026-10-28
Signal Advisors Wealth, LLC
DECREASED26,68740,257-13,570-34%$7.5M$4.5M-$3.0M2026-10-13
AMG National Trust Bank
DECREASED26,60226,693-910%$4.9M$4.4M-$502.2K2026-11-05
Great Valley Advisor Group, Inc.
INCREASED26,55820,267+6,291+31%$3.8M$4.4M+$681.0K2026-11-09
WealthCare Investment Partners, LLC
INCREASED26,23523,736+2,499+11%$4.4M$4.4M-$15.8K2026-11-05
Edgestream Partners, L.P.
INCREASED25,8909,067+16,823+186%$1.7M$4.3M+$2.6M2026-11-10
Keybank National Association
INCREASED25,84622,947+2,899+13%$4.3M$4.3M+$65.3K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED25,80926,075-266-1%$4.8M$4.3M-$520.3K2026-10-20
SAX Wealth Advisors, LLC
INCREASED25,09619,224+5,872+31%$3.1M$4.2M+$1.1M2026-10-13
HB Wealth Management, LLC
INCREASED25,07724,111+966+4%$4.5M$4.2M-$278.8K2026-10-23
WealthBridge Capital Management, LLC
INCREASED25,01224,963+49+0%$4.6M$4.2M-$447.4K2026-10-16
Clarus Wealth Advisors
INCREASED24,97724,203+774+3%$4.4M$4.2M-$139.4K2026-10-13
Vaughan David Investments LLC
DECREASED24,84227,014-2,172-8%$5.0M$4.1K-$5.0M2026-11-05
Investment Management Corp
DECREASED24,83239,582-14,750-37%$7.3M$4.1M-$3.2M2026-11-03
Union Bancaire Privee, UBP SA
DECREASED24,74233,250-8,508-26%$6.1M$4.2M-$1.9M2026-11-04
Vivid Wealth Management, LLC
DECREASED24,72225,133-411-2%$4.7M$4.1M-$527.4K2026-10-27
High Note Wealth, LLC
DECREASED24,63825,305-667-3%$4.7M$4.1M-$573.2K2026-10-27
Fairfield Financial Advisors, LTD
DECREASED24,49026,954-2,464-9%$5.0M$4.1M-$903.3K2026-10-14
Vectors Research Management, LLC
DECREASED24,31424,648-334-1%$4.6M$4.1M-$505.6K2026-11-09
Flagship Harbor Advisors, LLC
DECREASED24,05525,278-1,223-5%$4.7M$4.0M-$665.5K2026-10-26
Certified Advisory Corp
DECREASED23,97524,163-188-1%$4.5M$4.0M-$472.5K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED23,74223,700+42+0%$4.2M$4.0M-$278.6K2026-10-21
Summit Global Investments
NEW23,428—+23,428——$3.9K—2026-10-28
Courier Capital LLC
INCREASED23,08822,630+458+2%$4.2M$3.9M-$336.4K2026-10-19
LightSquare Wealth Management, LLC
DECREASED23,07928,662-5,583-19%$5.3M$3.9M-$1.5M2026-11-03
10Elms LLP
DECREASED23,00023,507-507-2%$4.4M$3.8M-$513.7K2026-11-06
Channel Wealth LLC
INCREASED22,78020,932+1,848+9%$3.9M$3.8M-$73.4K2026-11-06
Wall Street Financial Group, Inc.
INCREASED22,59522,191+404+2%$4.1M$3.8M-$337.5K2026-11-09
Tucker Asset Management LLC
DECREASED22,48128,422-5,941-21%$5.3M$3.8M-$1.5M2026-10-29
Waldron Private Wealth LLC
UNCHANGED22,38422,38400%$4.1M$3.7M-$408.5K2026-11-02
D.A. Davidson & Co.
INCREASED22,06319,122+2,941+15%$3.5M$3.7M+$142.0K2026-10-28
Taiyo Life Insurance Co
UNCHANGED22,00022,00000%$4.1M$3.7K-$4.1M2026-10-20
Savant Capital, LLC
INCREASED21,81018,518+3,292+18%$3.3M$3.6M+$337.0K2026-11-06
Innova Wealth Partners
DECREASED21,80522,937-1,132-5%$4.2M$3.6M-$607.6K2026-10-21
Value Investment Professionals, LLC
INCREASED21,80221,745+57+0%$4.0M$3.6M-$387.4K2026-10-13
Sowell Financial Services LLC
DECREASED21,59322,073-480-2%$4.1M$3.6M-$482.9K2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED21,22020,408+812+4%$3.8M$3.5M-$236.8K2026-10-30
Butensky & Cohen Financial Security, Inc
INCREASED21,02220,869+153+1%$3.9M$3.5M-$355.3K2026-10-13
AdvisorNet Financial, Inc
INCREASED21,00415,328+5,676+37%$2.8M$3.5M+$669.3K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED20,98820,172+816+4%$3.7K$3.5K-$2312026-10-27
Zullo Investment Group, Inc.
DECREASED20,88420,943-590%$3.9M$3.5M-$392.1K2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED20,49022,115-1,625-7%$4.1M$3.4M-$675.0K2026-10-13
Finivi Inc.
INCREASED20,46720,109+358+2%$3.7M$3.4M-$307.2K2026-10-13
Floyd Financial Group LLC
DECREASED20,39420,735-341-2%$3.7M$3.4M-$301.8K2026-10-28
Wedbush Securities Inc
INCREASED20,03619,383+653+3%$3.6M$3.3K-$3.6M2026-10-22
Meridian Investment Counsel Inc.
DECREASED20,02426,122-6,098-23%$4.8M$3.3M-$1.5M2026-10-14
Regions Financial Corp
DECREASED20,01020,527-517-3%$3.8M$3.3M-$460.9K2026-11-05
Chemung Canal Trust Co
INCREASED19,66819,435+233+1%$3.6M$3.3M-$315.8K2026-11-04
Galvin, Gaustad & Stein, LLC
INCREASED19,57719,069+508+3%$3.5M$3.3M-$263.0K2026-10-08
Dynamic Advisor Solutions LLC
INCREASED19,56518,895+670+4%$3.5M$3.3M-$232.9K2026-10-13
Clark Financial Services Group Inc
INCREASED19,48418,971+513+3%$3.5M$3.3M-$260.6K2026-10-19
Allworth Financial LP
INCREASED19,29219,077+215+1%$3.5M$3.6M+$39.8K2026-11-06
Amarillo National Bank
DECREASED19,26819,333-650%$3.6M$3.2M-$363.7K2026-10-23
Absolute Capital Management, LLC
INCREASED18,98516,832+2,153+13%$3.1M$3.2M+$52.3K2026-10-16
David Kennon Inc
INCREASED18,98218,779+203+1%$3.5M$3.2M-$308.8K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED18,96818,950+18+0%$3.5M$3.2K-$3.5M2026-10-14
Crestwood Advisors Group, LLC
INCREASED18,89418,733+161+1%$3.5M$3.2M-$315.0K2026-10-27
Nilsine Partners, LLC
INCREASED18,79218,600+192+1%$3.4M$3.1M-$307.4K2026-11-02
St. Johns Investment Management Company, LLC
INCREASED18,78918,409+380+2%$3.4M$3.1M-$272.5K2026-10-30
Es4, LLC
INCREASED18,68318,633+50+0%$3.5M$3.1M-$331.8K2026-11-09
Associated Banc-Corp
INCREASED18,58817,854+734+4%$3.3M$3.1M-$203.3K2026-10-30
CX Institutional
DECREASED18,53435,394-16,860-48%$6.6K$3.1K-$3.5K2026-10-02
Mechanics Bank Trust Department
DECREASED18,51822,194-3,676-17%$4.1M$3.1M-$1.0M2026-10-13
MontVue Capital Management, Inc.
DECREASED18,37818,522-144-1%$3.4M$3.1M-$362.1K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED18,20211,632+6,570+56%$2.2M$3.0M+$884.9K2026-10-21
Analyst IMS Investment Management Services Ltd.
UNCHANGED18,20018,20000%$3.4M$3.0K-$3.4M2026-11-05
Vise Technologies, Inc.
INCREASED18,13113,943+4,188+30%$2.6M$3.0M+$444.8K2026-10-29
Soltis Investment Advisors LLC
INCREASED18,1003,158+14,942+473%$585.0K$3.0M+$2.4M2026-10-28
Apollon Wealth Management, LLC
INCREASED18,03114,775+3,256+22%$2.7M$3.0M+$274.0K2026-10-23
CMG Global Holdings, LLC
INCREASED17,97417,580+394+2%$3.3M$3.0M-$255.0K2026-10-14
Curat Global, LLC
INCREASED17,9298,779+9,150+104%$1.2M$3.0M+$1.8M2026-10-26
BigSur Wealth Management LLC
UNCHANGED17,57017,57000%$3.3M$2.9M-$320.7K2026-10-13
Flagship Capital Management Inc.
DECREASED17,47117,571-100-1%$3.3M$2.9M-$337.4K2026-10-20
Avior Wealth Management, LLC
DECREASED17,40322,621-5,218-23%$4.2M$2.9M-$1.3M2026-10-13
Bfsg, LLC
INCREASED17,26816,896+372+2%$3.1M$2.9M-$246.2K2026-10-30
Lynx Capital Group LTD
INCREASED17,20012,800+4,400+34%$2.4M$2.9M+$501.1K2026-11-04
Jacobi Capital Management LLC
INCREASED17,18316,958+225+1%$3.1M$2.9M-$271.8K2026-11-05
Graetz Wealth LLC
INCREASED17,15416,020+1,134+7%$3.0M$2.9M-$102.9K2026-10-27
FIL Ltd
DECREASED17,043267,259-250,216-94%$49.5M$2.8M-$46.7M2026-11-10
Pine Valley Investments Ltd Liability Co
INCREASED17,03615,979+1,057+7%$3.0M$2.8M-$115.1K2026-11-09
Everest Financial Group LLC
INCREASED17,02815,531+1,497+10%$2.9M$2.8M-$33.5K2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED16,95516,647+308+2%$3.0M$2.9M-$159.7K2026-10-13
Chesapeake Wealth Management
DECREASED16,81617,740-924-5%$3.3M$2.8M-$478.0K2026-11-09
CFC Planning Co LLC
INCREASED16,62315,139+1,484+10%$2.8M$2.8M-$28.3K2026-10-28
Independence Wealth Advisors, LLC
INCREASED16,61315,281+1,332+9%$2.8M$2.8M-$56.2K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED16,40311,310+5,093+45%$2.1M$2.7M+$644.1K2026-11-04
Horizon Financial Services, LLC
DECREASED15,84518,056-2,211-12%$3.3M$2.6M-$698.7K2026-11-04
Laurel Wealth Advisors LLC
INCREASED15,75314,782+971+7%$2.7M$2.6M-$107.7K2026-10-27
Choreo, LLC
INCREASED15,56011,554+4,006+35%$2.1M$2.6M+$457.9K2026-10-28
Parallel Advisors, LLC
DECREASED15,53715,629-92-1%$2.9M$2.6M-$300.7K2026-11-03
TritonPoint Partners, LLC
DECREASED15,38066,681-51,301-77%$12.4M$2.6M-$9.8M2026-11-05
Brown, Lisle Ings, Inc.
INCREASED15,30815,271+37+0%$2.8M$2.6M-$272.5K2026-10-16
MSH Capital Advisors LLC
INCREASED15,19715,173+24+0%$2.8M$2.5M-$272.9K2026-11-03
Trust Co
DECREASED14,84215,276-434-3%$2.8M$2.5M-$351.3K2026-10-09
Money Concepts Capital Corp
DECREASED14,826200,680-185,854-93%$37.2M$2.5M-$34.7M2026-11-06
Stephen J. Garry & Associates, LLC
INCREASED14,42414,314+110+1%$2.7M$2.4M-$242.9K2026-11-05
M&T Bank Corp
DECREASED14,41216,400-1,988-12%$3.0M$2.4M-$631.1K2026-11-10
Kestra Private Wealth Services, LLC
DECREASED14,28715,838-1,551-10%$2.9M$2.4M-$548.1K2026-11-06
Darwin Wealth Management, LLC
INCREASED14,10613,760+346+3%$2.5M$2.4M-$193.4K2026-11-09
United Asset Strategies, Inc.
INCREASED14,10013,994+106+1%$2.6M$2.4M-$237.8K2026-10-28
Boltwood Capital Management
INCREASED14,03313,806+227+2%$2.6M$2.3M-$214.1K2026-10-02
Bessemer Group Inc
INCREASED14,02613,149+877+7%$2.4M$2.3K-$2.4M2026-11-09
First Business Financial Services, Inc.
UNCHANGED14,01314,01300%$2.6M$2.3M-$255.7K2026-10-29
Cornerstone Advisory, LLC
DECREASED13,96414,013-490%$2.6M$2.3M-$263.8K2026-11-06
Quattro Financial Advisors LLC
UNCHANGED13,94613,94600%$2.6M$2.3M-$254.5K2026-10-15
Banco Santander, S.A.
INCREASED13,6396,792+6,847+101%$1.3M$2.3M+$1.0M2026-11-10
Wharton Business Group, LLC
UNCHANGED13,63213,63200%$2.5M$2.3M-$248.7K2026-11-09
Modera Wealth Management, LLC
INCREASED13,61412,102+1,512+12%$2.2M$2.3M+$31.7K2026-10-28
Vertex Investment Solutions Co., Ltd.
DECREASED13,60017,300-3,700-21%$3.2M$2.3M-$885.7K2026-10-19
Wall Capital Group, Inc.
INCREASED13,49013,307+183+1%$2.5M$2.3M-$212.4K2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED13,45718,295-4,838-26%$3.3M$2.2M-$1.1M2026-10-13
Wealthfront Advisers LLC
INCREASED13,24711,177+2,070+19%$2.1M$2.2M+$141.7K2026-11-09
Landaas & Co
UNCHANGED13,14813,14800%$2.4M$2.2M-$240.0K2026-10-29
Hansen & Associates Financial Group, Inc.
INCREASED12,91512,227+688+6%$2.3M$2.2M-$94.0K2026-11-09
Colony Family Offices, LLC
UNCHANGED12,84212,84200%$2.4M$2.1M-$234.4K2026-10-22
Cullen Capital Management, LLC
INCREASED12,8242,964+9,860+333%$549.0K$2.1M+$1.6M2026-11-10
McGuire Investment Group, LLC
DECREASED12,79912,803-40%$2.4M$2.1M-$234.3K2026-10-23
Rockland Trust Co
INCREASED12,7499,983+2,766+28%$1.8M$2.1M+$279.7K2026-10-05
Accel Wealth Management
INCREASED12,74810,951+1,797+16%$2.0M$2.1M+$100.2K2026-10-13
HBW Advisory Services LLC
INCREASED12,55712,435+122+1%$2.3M$2.1M-$206.6K2026-10-15
Guardian Partners Inc.
DECREASED12,40020,400-8,000-39%$3.8M$5.8M+$2.0M2026-10-21
Capital Investment Counsel, LLC
DECREASED12,39119,960-7,569-38%$3.7M$2.1M-$1.6M2026-10-14
Deltec Asset Management LLC
UNCHANGED12,25012,25000%$2.3M$2.0M-$223.6K2026-10-26
Gerald Baker Financial Group LLC
INCREASED12,22511,158+1,067+10%$2.1M$2.0M-$25.5K2026-10-09
Simplicity Wealth,LLC
DECREASED12,17918,193-6,014-33%$3.4M$2.0M-$1.3M2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED12,15911,807+352+3%$2.2M$2.0M-$156.8K2026-10-23
Claro Advisors Inc.
INCREASED12,13911,349+790+7%$2.1M$2.0M-$75.2K2026-11-02
Harbor Asset Planning, Inc.
INCREASED12,08411,782+302+3%$2.2M$2.0M-$164.3K2026-10-23
Sava Infond d.o.o.
DECREASED12,07013,620-1,550-11%$2.5M$2.0M-$507.4K2026-10-28
New Wave Wealth Advisors LLC
DECREASED12,04813,401-1,353-10%$2.5M$2.0M-$450.1K2026-10-19
Marion Wealth Management
INCREASED12,02811,818+210+2%$2.2M$2.0M-$180.6K2026-10-22
White Pine Investment Co
INCREASED11,89811,465+433+4%$2.1M$2.0K-$2.1M2026-10-15
Parsons Capital Management Inc
INCREASED11,88111,523+358+3%$2.1M$2.0M-$150.5K2026-10-28
Moulton Wealth Management, Inc
DECREASED11,81311,846-330%$2.2M$2.0M-$189.0K2026-10-13
Capitol Family Office, Inc.
DECREASED11,73811,825-87-1%$2.2M$2.0M-$230.3K2026-10-13
Cdkv Holdings LLC
INCREASED11,69611,624+72+1%$2.2M$2.0M-$200.0K2026-10-28
Schear Investment Advisers, LLC
NEW11,589—+11,589——$1.9M—2026-10-14
Tempo Wealth, LLC
INCREASED11,58910,670+919+9%$2.0M$1.9M-$41.3K2026-10-14
Redwood Financial Network Corp
INCREASED11,49410,892+602+6%$2.0M$1.9M-$98.2K2026-11-03
Cullen T Bankers, Inc.
DECREASED11,37211,661-289-2%$2.2M$1.9M-$261.1K2026-10-28
Advisor OS, LLC
DECREASED11,34412,776-1,432-11%$2.4M$1.9M-$472.4K2026-11-03
Beacon Capital Management, Inc.
NEW11,326—+11,326——$1.9M—2026-10-13
Terra Nova Asset Management LLC
INCREASED11,29811,279+19+0%$2.1M$1.9M-$202.6K2026-10-13
Integrity Alliance, Llc.
DECREASED11,26715,833-4,566-29%$2.9M$1.9M-$1.1M2026-10-29
Sacks & Associates, LLC
DECREASED11,26511,677-412-4%$2.1M$1.9M-$219.0K2026-10-09
First Horizon Corp
UNCHANGED11,26311,26300%$2.1M$1.9M-$205.5K2026-10-26
Moors & Cabot, Inc.
DECREASED11,25713,361-2,104-16%$2.5M$1.9M-$595.3K2026-11-06
Successful Portfolios LLC
DECREASED11,14311,309-166-1%$2.1M$1.9M-$157.6K2026-10-09
Fearless Solutions, LLC dba Best Invest
INCREASED11,12210,819+303+3%$2.0M$1.9M-$146.8K2026-10-14
AMI Investment Management Inc
INCREASED11,10510,898+207+2%$2.0M$1.9M-$164.3K2026-10-27
Perigon Wealth Management, LLC
INCREASED11,08111,064+17+0%$2.0M$1.9M-$199.0K2026-10-22
Southern Capital Services Inc
INCREASED11,06610,582+484+5%$2.0M$1.8M-$112.3K2026-10-19
Objective Capital Management, LLC
INCREASED11,01011,005+5+0%$2.0M$1.8M-$200.0K2026-10-13
Investment Partners, Ltd.
INCREASED10,9285,513+5,415+98%$1.0M$1.8M+$803.6K2026-10-29
Nwam LLC
INCREASED10,91610,576+340+3%$2.0M$1.8M-$136.3K2026-11-09
Strategic Blueprint, LLC
INCREASED10,83910,573+266+3%$2.0M$1.8M-$148.5K2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED10,74310,627+116+1%$2.0M$1.8M-$174.6K2026-10-23
Axxcess Wealth Management, LLC
DECREASED10,66521,578-10,913-51%$4.0M$1.8M-$2.2M2026-10-21
City Center Advisors, LLC
DECREASED10,64310,947-304-3%$2.0M$1.8M-$250.6K2026-10-08
Simon Quick Advisors, LLC
DECREASED10,61111,478-867-8%$2.1M$1.8M-$354.2K2026-10-26
SMI Advisory Services, LLC
DECREASED10,56215,419-4,857-31%$2.9M$1.8M-$1.1M2026-10-13
Neville Rodie & Shaw Inc
INCREASED10,50010,000+500+5%$1.9K$1.8K-$992026-10-05
Bison Wealth, LLC
INCREASED10,4587,876+2,582+33%$1.5M$1.8M+$307.6K2026-10-13
Realta Investment Advisors
DECREASED10,39011,201-811-7%$2.1M$1.7M-$339.8K2026-10-14
Confluence Investment Management LLC
DECREASED10,28010,894-614-6%$2.0M$1.7M-$301.3K2026-10-01
Fulcrum Equity Management
DECREASED10,20110,482-281-3%$1.9M$1.7M-$238.3K2026-10-21
Cushing Capital Partners, LLC
DECREASED10,18012,139-1,959-16%$2.2M$1.7M-$548.7K2026-10-20
Directional Asset Management
INCREASED10,0439,633+410+4%$1.8M$1.7M-$107.4K2026-10-22
Verus Capital Partners, LLC
DECREASED9,89619,050-9,154-48%$3.5M$1.7M-$1.9M2026-11-03
E&G Advisors, LLC
INCREASED9,7459,714+31+0%$1.8M$1.6M-$172.1K2026-10-13
Fifth Third Securities, Inc.
INCREASED9,6719,154+517+6%$1.7M$1.6M-$80.7K2026-10-21
Citizens Financial Group Inc
INCREASED9,5399,366+173+2%$1.7M$1.6M-$142.0K2026-10-23
Orca Investment Management, LLC
DECREASED9,5399,639-100-1%$1.8M$1.6M-$192.6K2026-10-29
Belpointe Asset Management LLC
INCREASED9,5338,278+1,255+15%$1.5M$1.6M+$58.5K2026-11-09
RCW Management, LLC
INCREASED9,4999,472+27+0%$1.8M$1.6M-$168.4K2026-10-30
MGO One Seven LLC
INCREASED9,4089,309+99+1%$1.7M$1.6M-$153.3K2026-10-28
Alchemi Wealth, LLC
DECREASED9,3529,522-170-2%$1.8M$1.6M-$202.2K2026-11-04
Compass Financial Management LLC
DECREASED9,35111,810-2,459-21%$2.2M$1.6M-$629.3K2026-10-30
Providence First Trust Co
DECREASED9,28011,816-2,536-21%$2.2M$1.5M-$639.1K2026-11-02
Wespac Advisors, LLC
INCREASED9,1808,514+666+8%$1.6M$1.5M-$44.2K2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED9,1459,723-578-6%$1.8M$1.5M-$274.0K2026-10-16
VestGen Advisors, LLC
DECREASED9,14113,187-4,046-31%$2.4M$1.5M-$916.4K2026-10-27
Gilliland Jeter Wealth Management LLC
INCREASED9,1068,996+110+1%$1.7M$1.5M-$145.7K2026-10-28
Csenge Advisory Group
DECREASED9,0999,692-593-6%$1.8M$1.5M-$275.9K2026-11-04
Magnolia Capital Management LTD
DECREASED9,0909,140-50-1%$1.7K$1.5K-$1752026-10-09
First Bancorp, Inc
UNCHANGED9,0869,08600%$1.7M$1.5M-$165.8K2026-10-26
Gateway Investment Advisers LLC
INCREASED9,0315,649+3,382+60%$1.0M$1.5M+$461.6K2026-10-13
NBT Bank, N.A.
INCREASED9,0098,830+179+2%$1.6M$1.5M-$131.3K2026-10-21
Parkside Investments, LLC
NEW9,000—+9,000——$1.8M—2026-10-20
111 Capital
NEW8,881—+8,881——$1.5M—2026-11-03
Florida Financial Advisors, LLC
INCREASED8,8595,891+2,968+50%$1.1M$1.5M+$387.8K2026-11-09
Rossby Financial, LCC
INCREASED8,8478,090+757+9%$1.5M$1.5M-$21.4K2026-11-05
Washington Growth Strategies LLC
INCREASED8,8098,165+644+8%$1.5M$1.5M-$41.5K2026-10-19
Cornerstone Enterprises, LLC
NEW8,764—+8,764——$1.5M—2026-10-15
Founders Grove Wealth Partners, LLC
DECREASED8,6498,665-160%$1.6M$1.4M-$160.8K2026-10-16
Windsor Capital Management, LLC
DECREASED8,6489,150-502-5%$1.7M$1.4M-$250.9K2026-10-13
Signature Equity Partners, LLC
INCREASED8,6348,149+485+6%$1.5M$1.4M-$67.8K2026-10-29
Beaumont Financial Advisors, LLC
INCREASED8,6158,415+200+2%$1.6M$1.4M-$120.2K2026-10-22
Herbst Group, LLC
NEW8,575—+8,575——$1.4M—2026-10-20
Meridian Wealth Management, LLC
INCREASED8,5388,516+22+0%$1.6M$1.4M-$151.7K2026-11-05
Aspen Investment Management Inc
UNCHANGED8,4638,46300%$1.6K$1.4K-$1552026-11-05
Point Windward Advisors Inc.
INCREASED8,3897,975+414+5%$1.5M$1.4M-$76.4K2026-11-06
Cypress Asset Management Inc
DECREASED8,3588,944-586-7%$1.7M$1.4M-$261.1K2026-10-09
Founders Financial Alliance, LLC
INCREASED8,3438,281+62+1%$1.5M$1.4M-$140.7K2026-11-10
Contravisory Investment Management, Inc.
INCREASED8,3137,128+1,185+17%$1.3M$1.4M+$67.8K2026-10-13
Geneos Wealth Management Inc.
DECREASED8,31223,525-15,213-65%$4.4M$1.4M-$3.0M2026-11-09
Financial & Tax Architects, LLC
INCREASED8,2227,608+614+8%$1.4M$1.4M-$36.3K2026-10-15
Evanson Financial, LLC
INCREASED8,2148,200+14+0%$1.5M$1.4M-$147.5K2026-10-23
Worth Asset Management, LLC
DECREASED8,1609,570-1,410-15%$1.8M$1.4M-$410.1K2026-10-07
Visionary Wealth Advisors
DECREASED8,10912,827-4,718-37%$2.4M$1.4M-$1.0M2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED8,0808,783-703-8%$1.6M$1.3M-$277.7K2026-10-23
Plimoth Trust Co LLC
INCREASED8,0367,709+327+4%$1.4M$1.3M-$86.1K2026-10-26
Principle Wealth Partners LLC
DECREASED7,8378,470-633-7%$1.6M$1.3M-$260.2K2026-11-02
Legacy Capital Group California, Inc.
INCREASED7,7886,860+928+14%$1.3M$1.3M+$29.8K2026-11-09
First Growth Capital LLC
DECREASED7,7837,947-164-2%$1.5M$1.3M-$172.4K2026-10-15
Investment Management Trust, LLC
DECREASED7,7667,770-40%$1.4M$1.3M-$142.6K2026-11-05
Vilga Financial Planning LLC
DECREASED7,7637,842-79-1%$1.5M$1.3M-$156.3K2026-10-09
Elmwood Wealth Management, Inc.
INCREASED7,7617,742+19+0%$1.4M$1.3M-$138.1K2026-10-14
Stackstone Wealth, LLC
NEW7,716—+7,716——$1.3M—2026-10-19
Capital Investment Counsel, Inc
INCREASED7,7127,667+45+1%$1.4M$1.3M-$132.4K2026-10-20
Journey Advisory Group, LLC
INCREASED7,5927,576+16+0%$1.4M$1.3M-$135.6K2026-11-04
Private Wealth Management Group, LLC
DECREASED7,5667,889-323-4%$1.5M$1.3M-$197.9K2026-10-19
Burke & Herbert Bank & Trust Co
INCREASED7,5357,150+385+5%$1.3M$1.3M-$66.2K2026-11-02
Ibex Wealth Advisors
DECREASED7,50216,397-8,895-54%$3.0M$1.3M-$1.8M2026-11-06
Symmetry Partners, LLC
DECREASED7,49015,141-7,651-51%$2.8M$1.3M-$1.6M2026-10-27
Fagan Associates, Inc.
INCREASED7,4437,293+150+2%$1.4M$1.2M-$107.9K2026-10-13
Olistico Wealth, LLC
DECREASED7,4037,494-91-1%$1.4M$1.2M-$151.9K2026-10-05
Silverlake Wealth Management LLC
DECREASED7,3419,227-1,886-20%$1.7M$1.2M-$483.2K2026-10-21
Venture Visionary Partners LLC
INCREASED7,3327,061+271+4%$1.3M$1.2M-$83.7K2026-10-07
SeaCrest Wealth Management, LLC
INCREASED7,0907,065+25+0%$1.3M$1.2M-$124.8K2026-10-21
Roberts Wealth Advisors, LLC
DECREASED7,0637,263-200-3%$1.3M$1.2M-$165.9K2026-10-14
Schuylkill Financial LLC
INCREASED7,0346,630+404+6%$1.2M$1.2M-$53.6K2026-10-21
Retirement Planning Group, LLC
INCREASED7,0266,845+181+3%$1.3M$1.2M-$94.7K2026-10-19
Financial Insights, Inc.
DECREASED6,9487,148-200-3%$1.3M$1.2M-$163.8K2026-10-27
Bullock Wealth Management Group
INCREASED6,9406,770+170+3%$1.2M$1.2M-$71.0K2026-10-09
Wealthstar Advisors, LLC
INCREASED6,8516,814+37+1%$1.3M$1.1M-$118.1K2026-10-19
Valeo Financial Advisors, LLC
DECREASED6,8356,836-10%$1.3M$1.1M-$125.0K2026-10-08
Nuveen, LLC
INCREASED6,8212,775+4,046+146%$514.0K$1.2M+$639.7K2026-11-10
NWF Advisory Services Inc.
INCREASED6,7666,540+226+3%$1.2M$1.1M-$81.7K2026-10-19
Leuthold Group, LLC
INCREASED6,7475,089+1,658+33%$942.6K$1.1M+$184.0K2026-11-04
Howland Capital Management LLC
INCREASED6,7415,889+852+14%$1.1M$1.1M+$34.8K2026-10-22
Nations Financial Group Inc,
INCREASED6,6966,678+18+0%$1.2M$1.1M-$119.0K2026-11-05
Sovran Advisors, LLC
INCREASED6,6306,476+154+2%$1.2M$1.1M-$53.8K2026-11-02
Advisor Resource Council
DECREASED6,5967,426-830-11%$1.4M$1.1M-$256.0K2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED6,5806,410+170+3%$1.2M$1.1M-$88.6K2026-10-19
Smith Salley Wealth Management
DECREASED6,5476,646-99-1%$1.2M$1.1M-$137.8K2026-11-03
Univest Financial Corp
INCREASED6,5225,346+1,176+22%$990.2K$1.1M+$98.9K2026-11-05
Activest Wealth Management
INCREASED6,5206,151+369+6%$1.1M$1.1M-$50.6K2026-10-15
Sanchez Gaunt Capital Management, LLC
INCREASED6,5206,303+217+3%$1.2M$1.1M-$78.8K2026-11-03
Toews Corp
UNCHANGED6,5006,50000%$1.2M$1.1M-$118.6K2026-11-09
Luminist Capital LLC
DECREASED6,4957,344-849-12%$1.4M$1.1M-$275.8K2026-11-10
Assetmark, Inc
DECREASED6,49159,425-52,934-89%$11.0M$1.1M-$9.9M2026-10-21
Clearstead Advisors, LLC
INCREASED6,4854,574+1,911+42%$847.3K$1.1M+$235.5K2026-11-06
Nixon Peabody Trust Co
UNCHANGED6,4766,47600%$1.2M$1.1M-$118.2K2026-10-23
Argent Trust Co
INCREASED6,4646,296+168+3%$1.2M$1.1M-$86.8K2026-11-09
Koshinski Asset Management, Inc.
DECREASED6,4226,833-411-6%$1.3M$1.1M-$193.2K2026-10-29
Montag A & Associates Inc
INCREASED6,3796,376+3+0%$1.2M$1.1M-$115.9K2026-10-29
Lynch & Associates
UNCHANGED6,3756,37500%$1.2M$1.1M-$116.3K2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED6,3408,127-1,787-22%$1.5M$1.1M-$446.7K2026-10-21
Constitution Capital LLC
INCREASED6,3156,165+150+2%$1.1M$1.1M-$87.5K2026-10-23
Asset One Wealth Management LLC
DECREASED6,3026,310-80%$1.1M$1.1M-$83.8K2026-11-02
Private Trust Co NA
DECREASED6,2766,792-516-8%$1.3M$1.0M-$210.1K2026-10-20
Avise Financial Cooperative, Inc.
NEW6,247—+6,247——$1.0M—2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED6,2295,204+1,025+20%$963.9K$1.0M+$76.2K2026-10-20
Donaldson Capital Management, LLC
DECREASED6,1816,561-380-6%$1.2M$1.0M-$183.3K2026-11-09
First International Bank of Israel Ltd.
DECREASED6,1526,154-20%$1.1M$1.0M-$112.7K2026-11-04
Power Wealth Management LLC
INCREASED6,1426,121+21+0%$1.1M$1.0M-$108.3K2026-10-27
University of Texas S AM Investment Management Co
INCREASED6,0925,990+102+2%$1.1M$1.0M-$92.3K2026-11-03
Acorn Financial Advisory Services Inc
DECREASED6,0716,131-60-1%$1.1M$1.0M-$121.9K2026-11-02
MKT Advisors LLC
INCREASED6,0616,060+1+0%$1.1M$1.0M-$84.5K2026-10-20
LongView Wealth Management
DECREASED6,0106,589-579-9%$1.2M$1.0M-$216.9K2026-10-19
4Wealth Advisors, Inc.
INCREASED5,9825,424+558+10%$991.3K$1.0M+$20.5K2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED5,9755,97500%$1.1M$997.7K-$109.0K2026-10-20
Kanawha Capital Management LLC
DECREASED5,9505,965-150%$1.1M$993.6K-$111.4K2026-10-19
Cape ANN Savings Bank
DECREASED5,9245,969-45-1%$1.1M$989.2K-$116.4K2026-11-09
Partners Wealth Management, LLC
NEW5,838—+5,838——$974.9K—2026-10-28
Personal CFO Solutions, LLC
INCREASED5,8184,854+964+20%$899.0K$971.4K+$72.4K2026-11-06
Hillcrest Wealth Advisors - NY, LLC
INCREASED5,8155,715+100+2%$1.1M$971.0K-$87.6K2026-10-22
First Citizens Financial Corp
INCREASED5,7275,506+221+4%$1.0M$956.3K-$63.6K2026-10-02
Occidental Asset Management, LLC
INCREASED5,6894,445+1,244+28%$823.3K$949.9K+$126.6K2026-11-05
Baker Avenue Asset Management, LP
DECREASED5,6535,666-130%$1.0M$943.9K-$105.5K2026-11-06
Duncker Streett & Co Inc
INCREASED5,6285,342+286+5%$989.5K$939.8K-$49.7K2026-10-27
Kagan Cocozza Asset Management
INCREASED5,5725,565+7+0%$1.0M$930.4K-$100.4K2026-10-19
Independence Bank of Kentucky
DECREASED5,5555,612-57-1%$1.0M$927.6K-$111.9K2026-10-26
Fourpath Capital Management, LLC
INCREASED5,5545,200+354+7%$963.1K$927.4K-$35.7K2026-10-19
Deutsche Bank Ag\
DECREASED5,4775,814-337-6%$1.1M$914.5K-$162.4K2026-11-06
Creative Financial Designs Inc
DECREASED5,4626,304-842-13%$1.2M$912.1K-$255.7K2026-11-04
Focus Financial Network, Inc.
DECREASED5,3975,461-64-1%$1.0M$901.1K-$110.4K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED5,3655,272+93+2%$976.5K$896.7K-$79.8K2026-10-30
MBA Advisors LLC
INCREASED5,3074,726+581+12%$875.4K$886.2K+$10.8K2026-10-29
Silver OAK Securities, Incorporated
INCREASED5,2791,450+3,829+264%$268.7K$858.7K+$590.0K2026-11-09
Rockingstone Advisors LLC
UNCHANGED5,2755,27500%$977.1K$880.8K-$96.3K2026-10-16
Hartford Financial Management Inc.
INCREASED5,2644,923+341+7%$911.9K$879.0K-$32.9K2026-10-21
TD Private Client Wealth LLC
INCREASED5,2544,675+579+12%$866.0K$877.4K+$11.4K2026-10-28
Arrow Financial Corp
UNCHANGED5,2295,22900%$968.6K$873.1K-$95.4K2026-10-26
Cornerstone National Bank & Trust Co
INCREASED5,2224,980+242+5%$913.1K$880.6K-$32.5K2026-10-20
Wolff Financial Management LLC
UNCHANGED5,1565,15600%$955.0K$860.9K-$94.1K2026-10-23
Beaton Management Co. Inc.
UNCHANGED5,1265,12600%$949.0K$856-$948.1K2026-11-09
15 Wealth Advisors LLC
NEW5,069—+5,069——$846.5K—2026-10-14
Midwest Financial Group LLC
INCREASED5,0602,986+2,074+69%$553.1K$844.9K+$291.8K2026-10-15
Ritholtz Wealth Management
DECREASED5,0225,285-263-5%$979.0K$838.6K-$140.4K2026-11-05
Quadcap Wealth Management, LLC
INCREASED5,0102,347+2,663+113%$434.7K$594.2K+$159.5K2026-11-02
Eastern Bank
DECREASED4,98978,620-73,631-94%$14.6M$833.1K-$13.7M2026-10-05
Karnit Road Accident Victims Compensation Fund
INCREASED4,9782,078+2,900+140%$384.9K$831.2K+$446.3K2026-11-04
Worth Financial Advisory Group, LLC
INCREASED4,9564,807+149+3%$890.4K$827.6K-$62.8K2026-10-19
Crew Capital Management, Ltd
DECREASED4,93916,005-11,066-69%$3.0M$824.7K-$2.1M2026-10-28
Bricktown Capital, LLC
UNCHANGED4,9334,93300%$913.7K$823.7K-$90.0K2026-10-13
Elco Management Co., LLC
DECREASED4,88049,800-44,920-90%$9.2M$814.9K-$8.4M2026-10-14
Bailard, Inc.
INCREASED4,8594,759+100+2%$881.5K$811.4K-$70.2K2026-10-13
Schnieders Capital Management, Llc.
INCREASED4,8554,843+12+0%$897.1K$810.7K-$86.4K2026-11-09
Burford Brothers, Inc.
DECREASED4,8515,254-403-8%$973.2K$810.0K-$163.2K2026-10-21
Convergence Financial, LLC
NEW4,848—+4,848——$809.5K—2026-10-27
Chartist Inc
DECREASED4,8474,894-47-1%$906.5K$809.4K-$97.1K2026-11-04
World Equity Group, Inc.
DECREASED4,8125,774-962-17%$1.1M$803.5K-$266.0K2026-10-14
Ifrah Financial Services, Inc.
DECREASED4,7984,869-71-1%$902.0K$801.1K-$100.9K2026-10-13
Patton Albertson Miller Group, LLC
UNCHANGED4,7974,79700%$888.5K$801.0K-$87.5K2026-10-26
Leavell Investment Management, Inc.
INCREASED4,7873,868+919+24%$716.5K$799.3K+$82.9K2026-11-09
Angeles Wealth Management, LLC
DECREASED4,7634,813-50-1%$891.5K$795.3K-$96.2K2026-10-26
United Bank
DECREASED4,7615,086-325-6%$942.1K$795.0K-$147.1K2026-11-06
Advisory Solutions Group, LLC
DECREASED4,7337,896-3,163-40%$1.5M$790.4K-$672.2K2026-10-14
Security Financial Services, Inc.
UNCHANGED4,6284,62800%$857.2K$772.8K-$84.5K2026-10-29
SteelPeak Wealth, LLC
INCREASED4,6212,439+2,182+89%$451.8K$771.6K+$319.8K2026-10-16
Aviance Capital Partners, LLC
UNCHANGED4,6174,61700%$855.2K$770.9K-$84.3K2026-10-29
Chicago Trust Co NA
DECREASED4,5664,621-55-1%$855.9K$762.4K-$93.5K2026-10-28
Russell Investments Group, Ltd.
DECREASED4,5534,559-60%$844.5K$760.3K-$84.2K2026-11-06
BLB&B Advisors, LLC
DECREASED4,5314,713-182-4%$872.9K$756.5K-$116.4K2026-10-27
Goelzer Investment Management, Inc.
DECREASED4,5034,540-37-1%$840.9K$751.9K-$89.0K2026-10-16
Arta Finance Wealth Management LLC
NEW4,494—+4,494——$750.4K—2026-10-28
McAdam, LLC
INCREASED4,4804,083+397+10%$756.3K$748.1K-$8.2K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED4,4494,618-169-4%$855.5K$743.0K-$112.5K2026-10-23
Finward Bancorp
DECREASED4,4374,528-91-2%$838.7K$740.9K-$97.8K2026-10-14
EPG Wealth Management LLC
INCREASED4,3784,259+119+3%$788.9K$731.1K-$57.8K2026-11-03
Global Assets Advisory, LLC
INCREASED4,3494,290+59+1%$789.4K$742.2K-$47.2K2026-10-28
Flagstar Securities, Inc
INCREASED4,3464,330+16+0%$802.2K$725.7K-$76.4K2026-10-15
James Investment Research, Inc.
DECREASED4,3254,699-374-8%$870.4K$722.2K-$148.2K2026-10-22
One Day In July LLC
INCREASED4,3154,288+27+1%$794.3K$720.5K-$73.7K2026-10-30
Diversify Advisory Services, LLC
INCREASED4,3144,079+235+6%$747.3K$724.3K-$23.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,3144,079+235+6%$747.3K$724.3K-$23.1K2026-10-20
Ballast Rock Private Wealth LLC
UNCHANGED4,3004,30000%$796.5K$718.0K-$78.5K2026-10-26
CWA Asset Management Group, LLC
DECREASED4,2814,424-143-3%$819.5K$714.8K-$104.6K2026-10-19
Wesbanco Bank Inc
INCREASED4,2764,144+132+3%$767.6K$714.0K-$53.6K2026-11-04
Bridges Investment Management Inc
NEW4,273—+4,273——$713.5K—2026-11-10
Zinnia Wealth Advisory, LLC
NEW4,257—+4,257——$710.8K—2026-11-06
Cresta Advisors, Ltd.
DECREASED4,2579,772-5,515-56%$1.8M$710.8K-$1.1M2026-10-14
Certuity, LLC
NEW4,242—+4,242——$708.4K—2026-11-02
Brown Miller Wealth Management, LLC
DECREASED4,2294,231-20%$783.7K$706.2K-$77.6K2026-11-02
Central Trust Co
DECREASED4,1984,305-107-2%$797.4K$701.0K-$96.4K2026-11-05
J. Safra Sarasin Holding AG
NEW4,168—+4,168——$696.0K—2026-10-26
Lake Street Private Wealth, LLC
INCREASED4,1654,117+48+1%$762.6K$695.5K-$67.1K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,14718,719-14,572-78%$3.5M$692.5K-$2.8M2026-10-14
Grantvest Financial Group LLC
DECREASED4,1364,230-94-2%$783.6K$690.6K-$92.9K2026-10-21
Avalon Capital Management
UNCHANGED4,1214,12100%$763.3K$688.1K-$75.2K2026-11-04
Golden State Wealth Management, LLC
INCREASED4,1102,709+1,401+52%$501.8K$686.3K+$184.5K2026-11-02
Wealthgarden F.S. LLC
DECREASED4,1065,767-1,661-29%$1.1M$685.6K-$382.6K2026-11-09
Solstein Capital, LLC
UNCHANGED4,0984,09800%$759.1K$684.3K-$74.8K2026-11-02
Beacon Financial Advisory LLC
INCREASED4,0614,030+31+1%$746.5K$678.2K-$68.4K2026-10-16
Mainsail Asset Management, LLC
UNCHANGED4,0004,00000%$717.6K$686.3K-$31.3K2026-10-14
Condor Capital Management
DECREASED3,9534,069-116-3%$753.7K$660.1K-$93.6K2026-11-06
Collaborative Wealth Managment Inc.
INCREASED3,9393,938+1+0%$729.4K$657.8K-$71.6K2026-11-06
Platform Technology Partners
INCREASED3,9303,487+443+13%$645.9K$656.2K+$10.4K2026-11-02
Core Wealth Partners LLC
INCREASED3,9263,020+906+30%$559.4K$655.6K+$96.1K2026-11-02
Brick & Kyle, Associates
INCREASED3,9251,950+1,975+101%$315.4K$655.4K+$340.0K2026-11-05
Gallacher Capital Management LLC
DECREASED3,9114,520-609-13%$837.3K$653.0K-$184.3K2026-10-30
Stonebridge Financial Group, LLC
DECREASED3,910164,145-160,235-98%$30.4M$652.9K-$29.8M2026-10-01
Archford Capital Strategies, LLC
INCREASED3,8933,297+596+18%$610.7K$650.1K+$39.4K2026-10-19
Jm2 Capital Inc.
INCREASED3,8873,819+68+2%$707.5K$649.0K-$58.5K2026-10-14
Florida Trust Wealth Management Co
INCREASED3,8821,250+2,632+211%$231.5K$648.2K+$416.7K2026-11-05
Wedmont Private Capital
INCREASED3,8323,827+5+0%$696.3K$645.4K-$50.9K2026-10-09
Collaborative Capital Advisors LLC
UNCHANGED3,8003,80000%$703.9K$634.5K-$69.4K2026-11-06
Sigma Investment Counselors Inc
INCREASED3,7943,549+245+7%$657.4K$633.5K-$23.9K2026-10-27
Caliber Wealth Management, LLC / KS
INCREASED3,7873,640+147+4%$674.2K$632.4K-$41.8K2026-11-04
Loudon Investment Management, LLC
INCREASED3,7801,950+1,830+94%$361.2K$631.2K+$270.0K2026-11-06
Mission Wealth Management, LP
DECREASED3,7753,971-196-5%$735.5K$630.4K-$105.2K2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED3,7673,694+73+2%$684.2K$629.0K-$55.2K2026-10-13
MV Capital Management, Inc.
DECREASED3,7604,136-376-9%$766.1K$627.8K-$138.3K2026-10-29
Sapient Capital LLC
DECREASED3,7483,947-199-5%$731.0K$625.8K-$105.2K2026-10-08
Perryman Financial Advisory Inc
INCREASED3,7093,665+44+1%$678.9K$619.3K-$59.6K2026-10-16
Washington Trust Co
INCREASED3,6933,657+36+1%$677.4K$616.7K-$60.7K2026-10-22
Valmark Advisers, Inc.
DECREASED3,6844,593-909-20%$850.7K$615.1K-$235.6K2026-11-06
Churchill Financial Advisors, LLC
INCREASED3,6533,616+37+1%$669.8K$610.0K-$59.8K2026-10-20
Trust Point Inc.
UNCHANGED3,6393,63900%$674.1K$607.6K-$66.4K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED3,6253,62500%$455.2K$606-$454.6K2026-11-04
Presilium Private Wealth, LLC
UNCHANGED3,6223,62200%$670.9K$604.8K-$66.1K2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED3,5963,59600%$666.1K$600.5K-$65.6K2026-11-02
American Institute for Advanced Investment Management, LLP
UNCHANGED3,5923,59200%$665.3K$599.8K-$65.6K2026-11-03
Orser Capital Management, LLC
DECREASED3,5703,670-100-3%$679.8K$596.1K-$83.7K2026-10-13
Silphium Asset Management Ltd
UNCHANGED3,5653,56500%$660.3K$595.3K-$65.1K2026-10-27
Diligent Investors, LLC
UNCHANGED3,5643,56400%$660.2K$595.1K-$65.0K2026-10-21
Jnba Financial Advisors
UNCHANGED3,5623,56200%$659.8K$594.8K-$65.0K2026-11-03
Walsh & Associates, LLC
DECREASED3,5584,275-717-17%$791.9K$594.1K-$197.7K2026-11-09
LFA - Lugano Financial Advisors SA
UNCHANGED3,5003,50000%$648.3K$584.4K-$63.9K2026-11-03
Breakwater Capital Group
DECREASED3,4983,502-40%$648.7K$584.1K-$64.6K2026-10-09
Fjell Capital, LLC
INCREASED3,4933,451+42+1%$639.3K$583.3K-$56.0K2026-10-13
Essex Bank
UNCHANGED3,4623,46200%$641.3K$578.1K-$63.2K2026-10-16
Greystone Financial Group, LLC
INCREASED3,4563,443+13+0%$637.7K$577.1K-$60.6K2026-10-26
PFG Advisors
INCREASED3,4523,061+391+13%$567.0K$576.5K+$9.5K2026-10-16
Y.D. More Investments Ltd
DECREASED3,4083,613-205-6%$668.0K$568.5K-$99.5K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED3,4002,982+418+14%$552.4K$567.7K+$15.4K2026-10-30
Crosspoint Financial, LLC
NEW3,368—+3,368——$562.4K—2026-11-03
YHB Investment Advisors, Inc.
INCREASED3,3252,218+1,107+50%$410.8K$555.2K+$144.4K2026-10-08
Gibbs Wealth Management
DECREASED3,3073,419-112-3%$633.4K$552.1K-$81.3K2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED3,3053,30500%$612.2K$551.9K-$60.3K2026-10-27
Chicago Partners Investment Group LLC
INCREASED3,2912,972+319+11%$540.7K$541.8K+$1.1K2026-10-27
PCG Asset Management, LLC
DECREASED3,28515,145-11,860-78%$2.8M$548.5K-$2.3M2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED3,2853,181+104+3%$589.2K$548.5K-$40.8K2026-10-16
Columbia Advisory Partners LLC
UNCHANGED3,2713,27100%$606.0K$546.3K-$59.7K2026-10-15
RPG Investment Advisory, LLC
DECREASED3,2575,129-1,872-36%$950.0K$543.9K-$406.2K2026-10-21
Legacies Wealth LLC
UNCHANGED3,2293,22900%$598.1K$539.2K-$58.9K2026-11-02
Allen Investment Management, LLC
UNCHANGED3,2023,20200%$593.1K$534.7K-$58.4K2026-11-03
Strategic Advisors LLC
INCREASED3,1893,126+63+2%$579.1K$532.4K-$46.6K2026-10-13
Conservest Capital Advisors, Inc.
INCREASED3,1722,372+800+34%$439.3K$529.7K+$90.3K2026-11-09
Hudock, Inc.
DECREASED3,1703,751-581-15%$694.9K$529.4K-$165.5K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,1632,812+351+12%$520.9K$528.2K+$7.3K2026-10-27
G&S Capital LLC
DECREASED3,1553,543-388-11%$656.3K$526.8K-$129.4K2026-10-23
Wulff, Hansen & Co.
INCREASED3,1503,100+50+2%$574.2K$526.0K-$48.2K2026-11-09
MMA Asset Management LLC
INCREASED3,1213,116+5+0%$577.2K$521.2K-$56.0K2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
NEW3,119—+3,119——$520.8K—2026-11-02
Lewis Asset Management, LLC
UNCHANGED3,1163,11600%$577.2K$520.3K-$56.9K2026-10-14
Astra Wealth Partners LLC
DECREASED3,1113,596-485-13%$666.1K$519.5K-$146.6K2026-11-06
Acropolis Investment Management, LLC
UNCHANGED3,1083,10800%$575.6K$519.0K-$56.7K2026-10-08
Lionshead Wealth Management, LLC
UNCHANGED3,0953,09500%$573.3K$516.8K-$56.5K2026-10-21
Earned Wealth Advisors, LLC
INCREASED3,0862,713+373+14%$502.5K$515.3K+$12.8K2026-11-06
Financial Partners Group, Inc
DECREASED3,0673,069-20%$568.4K$512.1K-$56.3K2026-10-19
InTrack Investment Management Inc
UNCHANGED3,0353,03500%$562.2K$506.8K-$55.4K2026-10-15
Brighton Jones LLC
DECREASED3,0313,366-335-10%$623.5K$506.2K-$117.4K2026-11-03
Ipsen Advisor Group LLC
DECREASED3,0173,589-572-16%$664.8K$503.8K-$161.0K2026-10-29
First National Trust Co
INCREASED3,0092,765+244+9%$512.2K$502.4K-$9.7K2026-10-28
Northstar Group, Inc.
UNCHANGED2,9982,99800%$555.3K$500.6K-$54.7K2026-11-10
Blue Trust, Inc.
DECREASED2,9823,023-41-1%$560.0K$498.0K-$62.0K2026-10-15
Global Financial Private Client, LLC
UNCHANGED2,9372,93700%$544.0K$490.4K-$53.6K2026-10-15
Beese Fulmer Investment Management, Inc.
UNCHANGED2,9292,92900%$542.5K$489.1K-$53.5K2026-10-23
Lowe Brockenbrough & Co Inc
INCREASED2,928300+2,628+876%$55.6K$488.9K+$433.3K2026-11-09
Forum Financial Management, LP
INCREASED2,9282,885+43+1%$534.5K$488.9K-$45.6K2026-10-16
Livelsberger Financial Advisory
NEW2,922—+2,922——$487.8K—2026-10-28
Yelin Lapidot Holdings Management Ltd.
DECREASED2,9008,000-5,100-64%$1.5M$484.2K-$997.6K2026-10-26
Monograph Wealth Advisors, LLC
DECREASED2,8873,210-323-10%$594.6K$482.1K-$112.5K2026-11-09
Titleist Asset Management, LLC
INCREASED2,8802,775+105+4%$514.0K$480.9K-$33.1K2026-10-08
Berkshire Money Management, Inc.
NEW2,879—+2,879——$480.7K—2026-10-21
Americana Partners, LLC
DECREASED2,8652,955-90-3%$547.4K$478.5K-$69.0K2026-10-28
Tiller Private Wealth, Inc.
INCREASED2,8552,840+15+1%$526.1K$476.7K-$49.3K2026-10-26
Prentice Wealth Management LLC
DECREASED2,8412,940-99-3%$544.6K$474.4K-$70.2K2026-10-20
Mlp3, LLC
UNCHANGED2,8412,84100%$526.3K$474.4K-$51.8K2026-10-22
Chemistry Wealth Management LLC
UNCHANGED2,8382,83800%$525.7K$474.0K-$51.7K2026-10-16
Verdence Capital Advisors LLC
INCREASED2,8252,278+547+24%$422.0K$471.7K+$49.7K2026-10-26
Guardian Asset Advisors, LLC
DECREASED2,8232,884-61-2%$534.1K$471.6K-$62.6K2026-10-16
Hopwood Financial Services, Inc.
INCREASED2,8222,777+45+2%$514.3K$471.3K-$43.1K2026-10-29
Balance Wealth Partners LLC
INCREASED2,8162,227+589+26%$412.5K$470.2K+$57.7K2026-10-27
Bulwark Capital Corp
UNCHANGED2,8102,81000%$520.5K$469.2K-$51.3K2026-10-13
Avestar Capital, LLC
DECREASED2,8073,507-700-20%$649.6K$468.7K-$180.9K2026-10-28
Flywheel Private Wealth LLC
INCREASED2,7972,632+165+6%$487.6K$467.0K-$20.6K2026-11-02
AmeriServ Wealth Advisors
DECREASED2,7813,692-911-25%$683.9K$464.4K-$219.5K2026-10-21
Arista Wealth Management, LLC
UNCHANGED2,7772,77700%$514.4K$463.7K-$50.7K2026-10-29
Daymark Wealth Partners, LLC
INCREASED2,7632,347+416+18%$434.7K$461.4K+$26.6K2026-11-04
Destiny Wealth Partners, LLC
UNCHANGED2,7352,73500%$491.9K$464.2K-$27.7K2026-11-05
Allegheny Financial Group
DECREASED2,7272,753-26-1%$510.0K$455.5K-$54.5K2026-11-05
Indiana Trust & Investment Management Co
INCREASED2,720575+2,145+373%$106.5K$454.2K+$347.7K2026-10-22
United Advisor Group, LLC
INCREASED2,7172,624+93+4%$486.0K$453.7K-$32.3K2026-11-03
Chilton Capital Management LLC
UNCHANGED2,6952,69500%$499.2K$450.0K-$49.2K2026-10-28
Sagespring Wealth Partners, LLC
NEW2,692—+2,692——$449.5K—2026-10-22
Addison Advisors LLC
UNCHANGED2,6672,66700%$494.0K$445.3K-$48.7K2026-11-06
Winter & Associates, Inc.
INCREASED2,6601,537+1,123+73%$284.7K$443.7K+$159.0K2026-10-23
Councilmark Asset Management, LLC
UNCHANGED2,6502,65000%$490.9K$442.5K-$48.4K2026-10-20
Auxano Advisors, LLC
UNCHANGED2,6362,63600%$488.3K$440.2K-$48.1K2026-11-06
VCI Wealth Management LLC
DECREASED2,6214,556-1,935-42%$843.9K$437.7K-$406.3K2026-10-29
Procyon Advisors, LLC
DECREASED2,6132,789-176-6%$516.7K$436.4K-$80.3K2026-10-21
Flaharty Asset Management, LLC
DECREASED2,61012,937-10,327-80%$2.4M$443.5K-$1.9M2026-11-02
Valicenti Advisory Services Inc
INCREASED2,6082,548+60+2%$472$435-$372026-10-23
International Assets Investment Management, LLC
DECREASED2,5962,938-342-12%$539.1K$437.8K-$101.3K2026-11-02
Seelaus Asset Management LLC
DECREASED2,5892,989-400-13%$553.7K$432.3K-$121.3K2026-10-14
KMG Fiduciary Partners, LLC
UNCHANGED2,5682,56800%$475.7K$428.8K-$46.9K2026-10-14
Delta Investment Management, LLC
INCREASED2,5432,536+7+0%$469.8K$424.6K-$45.3K2026-11-09
Strive Financial Group,LLC
INCREASED2,538800+1,738+217%$148.2K$423.9K+$275.7K2026-11-09
Clear Wave Wealth Management LLC
DECREASED2,5292,548-19-1%$471.9K$422.2K-$49.7K2026-11-04
Portside Wealth Group, LLC
DECREASED2,5252,651-126-5%$491.0K$421.6K-$69.4K2026-10-20
Bokf, NA
INCREASED2,5212,398+123+5%$444.2K$421.0K-$23.2K2026-10-27
Westside Investment Management, Inc.
DECREASED2,5142,614-100-4%$484.3K$421.6K-$62.7K2026-11-02
Lanark Financial, Inc.
DECREASED2,5073,119-612-20%$577.8K$418.6K-$159.2K2026-10-26
tru Independence LLC
INCREASED2,4982,491+7+0%$461.5K$417.1K-$44.4K2026-10-20
Private Management Group Inc
UNCHANGED2,4592,45900%$455.5K$410.6K-$44.9K2026-11-04
Sharkey, Howes & Javer
UNCHANGED2,4502,45000%$453.8K$409.1K-$44.7K2026-10-22
Trillium Asset Management, LLC
NEW2,447—+2,447——$408.7K—2026-11-09
Capital Square, LLC
INCREASED2,4452,248+197+9%$409.1K$408.4K-$6922026-10-19
Quartz Partners, LLC
INCREASED2,4342,430+4+0%$450.1K$406.4K-$43.7K2026-11-03
CRA Financial Services, LLC
INCREASED2,4312,429+2+0%$450.0K$405.9K-$44.1K2026-10-16
Ledyard National Bank
DECREASED2,4252,680-255-10%$496.4K$404.9K-$91.5K2026-10-21
Fingerlakes Wealth Management, Inc.
INCREASED2,4252,419+6+0%$448.0K$404.9K-$43.1K2026-11-04
Ring Mountain Capital, LLC
INCREASED2,4232,178+245+11%$403.4K$404.6K+$1.2K2026-10-13
Latitude Advisors, LLC
INCREASED2,4192,351+68+3%$435.5K$403.9K-$31.5K2026-10-27
Ascentis Independent Advisors
NEW2,408—+2,408——$402.5K—2026-11-03
Whitener Capital Management, Inc.
INCREASED2,4042,309+95+4%$427.7K$401.4K-$26.3K2026-10-15
Eagle Wealth Advisors LLC
UNCHANGED2,4002,40000%$444.6K$400.8K-$43.8K2026-10-20
Oxler Private Wealth LLC
INCREASED2,3922,387+5+0%$442.1K$399.4K-$42.7K2026-10-21
Clear Retirement Advice LLC
UNCHANGED2,3772,37700%$440.3K$396.9K-$43.4K2026-10-22
Northbridge Financial Group, LLC
INCREASED2,3672,327+40+2%$431.0K$406.1K-$24.9K2026-11-05
Opinicus Capital, Inc.
INCREASED2,3632,300+63+3%$426.1K$394.6K-$31.6K2026-10-28
Annis Gardner Whiting Capital Advisors, LLC
DECREASED2,3582,368-100%$438.6K$393.7K-$44.9K2026-11-09
Meridian Financial Advisors, LLC
UNCHANGED2,3362,33600%$432.7K$390.1K-$42.6K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED2,3212,621-300-11%$485.4K$387.6K-$97.9K2026-11-03
Kessler Investment Group, LLC
DECREASED2,3178,295-5,978-72%$1.5M$386.9K-$1.1M2026-10-08
HUB Investment Partners, LLC
INCREASED2,3121,968+344+17%$364.6K$386.1K+$21.5K2026-11-03
Signaturefd, LLC
INCREASED2,2971,827+470+26%$338.5K$383.5K+$45.0K2026-10-23
Kaizen Financial Strategies
DECREASED2,2864,828-2,542-53%$885.3K$381.7K-$503.5K2026-10-09
Verum Partners LLC
INCREASED2,2802,276+4+0%$421.5K$380.7K-$40.8K2026-10-21
Greenleaf Trust
UNCHANGED2,2782,27800%$422.0K$380.4K-$41.6K2026-10-29
Miramontes Capital, LLC
UNCHANGED2,2512,25100%$416.9K$376.0K-$40.9K2026-10-19
Equitable Trust Co
DECREASED2,2463,354-1,108-33%$621.3K$375.0K-$246.2K2026-10-13
Legacy Financial Independent Advisors LLC
DECREASED2,2432,293-50-2%$424.7K$374.5K-$50.2K2026-11-02
Centennial Wealth Advisory LLC
INCREASED2,2432,206+37+2%$408.6K$374.5K-$34.1K2026-10-16
Capital Wealth Alliance, LLC
DECREASED2,2423,447-1,205-35%$638.5K$374.3K-$264.1K2026-10-20
TSG Advice Partners, LLC
NEW2,220—+2,220——$411.2K—2026-10-29
SJS Investment Consulting Inc.
UNCHANGED2,2192,21900%$411.0K$370.5K-$40.5K2026-10-26
Straight Path Wealth Management
INCREASED2,2052,113+92+4%$391.4K$368.2K-$23.2K2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED2,1711,600+571+36%$296.4K$362.5K+$66.1K2026-10-16
Legacy Edge Advisors, LLC
DECREASED2,1602,507-347-14%$464.4K$360.7K-$103.7K2026-11-06
180 Wealth Advisors, LLC
INCREASED2,1602,095+65+3%$388.0K$360.7K-$27.4K2026-11-03
Investment Planning Advisors, Inc.
NEW2,149—+2,149——$358.8K—2026-10-14
BIP Wealth, LLC
INCREASED2,1351,973+162+8%$365.4K$356.4K-$9.0K2026-10-22
Archer Investment Management, LLC
DECREASED2,1167,514-5,398-72%$1.4M$353.3K-$1.0M2026-10-13
Sentinel Trust Co LBA
UNCHANGED2,1102,11000%$391$352-$392026-11-03
Annex Advisory Services, LLC
UNCHANGED2,1032,10300%$389.5K$351.2K-$38.4K2026-10-16
Mather Group, Llc.
INCREASED2,0981,674+424+25%$310.1K$350.3K+$40.2K2026-10-14
Mainstream Capital Management LLC
DECREASED2,0862,114-28-1%$391.6K$348.3K-$43.3K2026-10-23
Financial Management Network Inc
DECREASED2,0852,419-334-14%$433.9K$354.3K-$79.6K2026-10-09
Fiduciary Alliance LLC
DECREASED2,0752,344-269-11%$434.2K$346.5K-$87.7K2026-10-13
Cypress Wealth Services, LLC
DECREASED2,0642,160-96-4%$400.1K$354.1K-$46.0K2026-10-21
WealthPlan Investment Management, LLC
UNCHANGED2,0512,05100%$379.9K$342.5K-$37.4K2026-10-15
Well Done, LLC
DECREASED2,0452,128-83-4%$394.2K$341.5K-$52.7K2026-10-20
Legacy Financial Group, Inc.
UNCHANGED2,0432,04300%$378.4K$341.1K-$37.3K2026-10-21
Vontobel Holding Ltd.
NEW2,038—+2,038——$340.3K—2026-10-16
Members Wealth LLC
DECREASED2,0372,044-70%$378.6K$341.9K-$36.7K2026-10-20
Sun Group Wealth Partners
INCREASED2,0372,034+3+0%$376.8K$340.1K-$36.6K2026-10-26
WP Advisors, LLC
INCREASED2,0351,608+427+27%$297.9K$339.9K+$42.0K2026-10-22
Nine Masts Capital Ltd
NEW2,029—+2,029——$338.8K—2026-11-09
PW Nova Financial Services LLC
DECREASED2,0292,220-191-9%$411.2K$338.8K-$72.4K2026-10-15
Elevated Capital Advisors, LLC
DECREASED2,0283,248-1,220-38%$601.7K$338.6K-$263.0K2026-11-04
UMB Bank, n.a.
INCREASED2,0261,982+44+2%$367.1K$338.3K-$28.8K2026-11-06
Symphony Financial Services, Inc.
UNCHANGED2,0162,01600%$373.4K$336.6K-$36.8K2026-11-09
Motco
UNCHANGED1,9991,99900%$370.3K$333.8K-$36.5K2026-11-09
Insight Advisors, LLC/ PA
DECREASED1,9962,760-764-28%$511.4K$333.5K-$177.9K2026-10-22
Gamma Investing LLC
INCREASED1,9901,819+171+9%$336.9K$332.3K-$4.6K2026-10-08
American National Bank & Trust
INCREASED1,9731,942+31+2%$359.7K$329.5K-$30.3K2026-10-07
German American Bancorp, Inc.
UNCHANGED1,9481,94800%$360.8K$325.3K-$35.6K2026-11-10
Burling Wealth Partners, LLC
UNCHANGED1,9401,94000%$359.3K$323.9K-$35.4K2026-11-09
Evergreen Capital Management LLC
UNCHANGED1,9361,93600%$358.6K$323.3K-$35.3K2026-10-23
Sage Capital Management, LLC
INCREASED1,9291,924+5+0%$356.5K$322.3K-$34.3K2026-10-20
Narwhal Capital Management
UNCHANGED1,9251,92500%$356.6K$321.4K-$35.1K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,9192,138-219-10%$396.0K$320.4K-$75.6K2026-10-13
CrossGen Wealth, LLC
INCREASED1,9021,901+1+0%$352.1K$317.6K-$34.5K2026-10-30
Shearwater Capital LLC
UNCHANGED1,8961,89600%$351.2K$316.6K-$34.6K2026-10-13
Stone Summit Wealth LLC
DECREASED1,8951,950-55-3%$361.2K$316.4K-$44.8K2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED1,8721,870+2+0%$346.4K$312.5K-$33.9K2026-10-19
Purkiss Capital Advisors LLC
INCREASED1,8711,854+17+1%$343.4K$312.4K-$30.9K2026-11-06
LVW Advisors, LLC
UNCHANGED1,8701,87000%$346.4K$312.3K-$34.1K2026-10-19
Kuhn & Co Investment Counsel
NEW1,866—+1,866——$311.6K—2026-10-29
Traynor Capital Management, Inc.
DECREASED1,8601,979-119-6%$366.6K$310.6K-$56.0K2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
DECREASED1,8579,414-7,557-80%$1.7M$310.1K-$1.4M2026-10-09
TrueWealth Advisors, LLC
INCREASED1,8531,831+22+1%$339.1K$309.3K-$29.8K2026-10-09
Barnes Wealth Management Group, Inc
INCREASED1,8411,646+195+12%$305.0K$307.4K+$2.3K2026-11-09
Adirondack Trust Co
INCREASED1,8411,822+19+1%$337.5K$307.4K-$30.1K2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED1,8301,316+514+39%$243.7K$305.6K+$61.9K2026-10-26
Rossmore Private Capital
UNCHANGED1,8251,82500%$338.0K$304.7K-$33.3K2026-10-27
Evolution Wealth Advisors, LLC
DECREASED1,8232,126-303-14%$393.8K$304.4K-$89.4K2026-11-03
Facet Wealth, Inc.
DECREASED1,8082,570-762-30%$476.0K$301.9K-$174.1K2026-11-04
Vertrix Wealth Management, LLC
DECREASED1,8082,080-272-13%$385.3K$301.9K-$83.4K2026-10-13
Integral Investment Advisors, Inc.
DECREASED1,7761,786-10-1%$330.8K$296.5K-$34.3K2026-11-03
Consolidated Capital Management, LLC
DECREASED1,7681,785-17-1%$330.6K$295.2K-$35.4K2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED1,7661,76600%$327.2K$295.0K-$32.2K2026-10-09
Financial Freedom, LLC
UNCHANGED1,7561,75600%$325.2K$293.1K-$32.0K2026-11-06
Fortis Group Advisors, LLC
DECREASED1,7551,763-80%$326.6K$293.7K-$32.9K2026-11-06
Gray Private Wealth, LLC
UNCHANGED1,7531,75300%$324.7K$292.7K-$32.0K2026-10-28
Missouri Trust & Investment Co
UNCHANGED1,7531,75300%$315.3K$292.7K-$22.5K2026-11-04
Ethic Inc.
UNCHANGED1,7521,75200%$324.5K$292.5K-$32.0K2026-11-03
Welch Group, LLC
NEW1,747—+1,747——$291.7K—2026-10-29
King Luther Capital Management Corp
DECREASED1,7401,764-24-1%$326.7K$290.5K-$36.2K2026-11-05
Rise Advisors, LLC
INCREASED1,7371,732+5+0%$320.8K$290.0K-$30.8K2026-10-16
RDA Financial Network
DECREASED1,7343,341-1,607-48%$618.9K$289.5K-$329.3K2026-10-15
Tannin Capital LLC
DECREASED1,7301,735-50%$321.4K$288.9K-$32.5K2026-11-05
Freestone Capital Holdings, LLC
DECREASED1,7211,826-105-6%$338.2K$287.4K-$50.9K2026-11-09
Chris Bulman Inc
UNCHANGED1,7211,72100%$318.8K$287.4K-$31.4K2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED1,7051,682+23+1%$311.6K$284.7K-$26.9K2026-10-13
First Financial Bank - Trust Division
DECREASED1,69120,556-18,865-92%$3.8M$282.4K-$3.5M2026-10-01
Caldwell Trust Co
UNCHANGED1,6891,68900%$312.9K$282.0K-$30.8K2026-10-30
Diversified Trust Co
DECREASED1,6681,868-200-11%$346.0K$278.5K-$67.5K2026-11-06
Fiduciary Financial Group, LLC
INCREASED1,6641,646+18+1%$304.9K$277.9K-$27.0K2026-10-13
Parkside Financial Bank & Trust
UNCHANGED1,6621,66200%$307.9K$277.5K-$30.3K2026-10-27
SevenBridge Financial Group, LLC
UNCHANGED1,6601,66000%$307.4K$276.9K-$30.5K2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED1,6581,814-156-9%$336.0K$276.9K-$59.1K2026-10-16
Encompass More Asset Management
DECREASED1,65612,923-11,267-87%$2.4M$276.5K-$2.1M2026-10-16
Mattern Wealth Management LLC
UNCHANGED1,6501,65000%$305.6K$275.5K-$30.1K2026-11-04
Stolper Co
UNCHANGED1,6431,64300%$304$274-$302026-10-13
Artesa Financial Group, LLC
INCREASED1,6401,610+30+2%$298.3K$273.8K-$24.5K2026-10-29
Sageworth Trust Co
INCREASED1,6311,626+5+0%$301.2K$272.3K-$28.8K2026-10-30
Ameraudi Asset Management, Inc.
DECREASED1,6141,911-297-16%$354.0K$269.5K-$84.5K2026-11-05
GenTrust, LLC
UNCHANGED1,6121,61200%$298.6K$269.2K-$29.4K2026-11-06
Omnitrust Wealth Management, Inc
NEW1,608—+1,608——$268.5K—2026-11-02
First United Bank & Trust
INCREASED1,6051,519+86+6%$281.4K$268.0K-$13.4K2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED1,6031,60300%$296.9K$267.7K-$29.3K2026-10-09
N.E.W. Advisory Services LLC
DECREASED1,6002,183-583-27%$404.3K$267.2K-$137.2K2026-11-09
GK Wealth Management LLC
DECREASED1,5991,975-376-19%$365.9K$267.0K-$98.8K2026-10-09
Turtle Creek Wealth Advisors, LLC
DECREASED1,5941,720-126-7%$318.6K$266.2K-$52.4K2026-10-15
Verity & Verity, LLC
UNCHANGED1,5881,58800%$294.1K$265.2K-$29.0K2026-10-23
Peak Financial Management, Inc.
UNCHANGED1,5851,58500%$293.6K$264.7K-$28.9K2026-10-16
Park National Corp
UNCHANGED1,5831,58300%$293.2K$264.3K-$28.9K2026-10-05
Bryn Mawr Trust Advisors, LLC
DECREASED1,5691,705-136-8%$315.8K$262.0K-$53.8K2026-11-04
Independent Solutions Wealth Management, LLC
UNCHANGED1,5551,55500%$288.0K$259.7K-$28.4K2026-10-28
Aprio Wealth Management, LLC
DECREASED1,5401,570-30-2%$290.8K$257.1K-$33.7K2026-10-28
Diversified Enterprises, LLC
INCREASED1,5261,333+193+14%$246.8K$254.9K+$8.0K2026-10-19
Moss Adams Wealth Advisors LLC
NEW1,525—+1,525——$254.6K—2026-10-28
First Financial Bankshares Inc
UNCHANGED1,5251,52500%$282.5K$254.6K-$27.8K2026-11-10
Byrne Asset Management LLC
INCREASED1,5191,434+85+6%$265.6K$256.2K-$9.5K2026-10-06
Three Bridge Wealth Advisors, LLC
INCREASED1,5181,490+28+2%$276.0K$253.5K-$22.5K2026-11-05
Keudell ison Wealth Management
INCREASED1,5101,340+170+13%$248.2K$252.1K+$3.9K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED1,5101,633-123-8%$302.5K$252.1K-$50.3K2026-10-29
Accurate Wealth Management, LLC
DECREASED1,5101,520-10-1%$276.5K$254.7K-$21.8K2026-10-20
High Point Wealth Management, LLC
INCREASED1,5081,255+253+20%$232.5K$251.7K+$19.3K2026-11-05
Milestone Asset Management Group, LLC
INCREASED1,5071,504+3+0%$278.6K$251.7K-$26.9K2026-10-20
First Command Advisory Services, Inc.
DECREASED1,5061,933-427-22%$358.1K$251.5K-$106.6K2026-11-05
Pittenger & Anderson Inc
INCREASED1,5021,450+52+4%$268.6K$250.8K-$17.8K2026-11-02
Telos Capital Management, Inc.
DECREASED1,5001,534-34-2%$284.1K$250.5K-$33.7K2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED1,4921,676-184-11%$310.4K$249.1K-$61.3K2026-10-22
Clear Creek Financial Management, LLC
NEW1,490—+1,490——$248.7K—2026-10-28
Calamos Wealth Management LLC
INCREASED1,4851,463+22+2%$271.0K$248.0K-$23.0K2026-11-02
New England Private Wealth Advisors LLC
INCREASED1,4791,456+23+2%$266.0K$247.0K-$19.0K2026-10-19
Tableaux LLC
UNCHANGED1,4761,47600%$273.4K$246.5K-$26.9K2026-10-23
Penobscot Investment Management Company, Inc.
UNCHANGED1,4751,47500%$273.1K$246.2K-$26.9K2026-10-26
McHugh Group, LLC
UNCHANGED1,4701,47000%$272.3K$245.5K-$26.8K2026-10-19
Apella Capital, LLC
INCREASED1,4691,388+81+6%$253.2K$246.6K-$6.6K2026-10-08
Rockport Wealth LLC
DECREASED1,4641,515-51-3%$280.6K$244.5K-$36.2K2026-11-03
Invera Wealth Advisors, LLC
INCREASED1,4631,411+52+4%$261.4K$244.3K-$17.1K2026-10-28
Bath Savings Trust Co
UNCHANGED1,4371,43700%$266.2K$240.0K-$26.2K2026-10-07
Bedel Financial Consulting, Inc.
UNCHANGED1,4321,43200%$265.2K$239.1K-$26.1K2026-11-06
Strategy Asset Managers LLC
INCREASED1,4241,422+2+0%$263.4K$237.8K-$25.6K2026-10-14
Discipline Wealth Solutions, LLC
DECREASED1,4171,491-74-5%$276.2K$236.6K-$39.6K2026-10-14
LEE Danner & Bass Inc
UNCHANGED1,4131,41300%$261.7K$235.9K-$25.8K2026-10-27
Swmg, LLC
DECREASED1,4071,447-40-3%$261.1K$234.6K-$26.5K2026-10-23
Balboa Wealth Partners
INCREASED1,4021,376+26+2%$254.8K$234.0K-$20.8K2026-10-20
Iams Wealth Management, LLC
DECREASED1,3994,766-3,367-71%$883.0K$233.8K-$649.2K2026-10-15
Harbor Investment Advisory, LLC
INCREASED1,3971,194+203+17%$221.2K$233.3K+$12.1K2026-10-13
Autumn Glory Partners, LLC
INCREASED1,3931,272+121+10%$235.6K$232.5K-$3.1K2026-10-26
Diversified Portfolios, Inc.
UNCHANGED1,3851,38500%$256.6K$231.3K-$25.3K2026-11-04
Chatham Capital Group, Inc.
UNCHANGED1,3831,38300%$256.2K$230.9K-$25.2K2026-10-16
Chapin Davis, Inc.
INCREASED1,3791,293+86+7%$239.5K$230.3K-$9.2K2026-10-09
USA Financial Formulas
NEW1,375—+1,375——$229.6K—2026-10-16
Bayban
UNCHANGED1,3751,37500%$254.7K$254.7K$02026-11-05
Laurel OAK Wealth Management, LLC
INCREASED1,3741,245+129+10%$230.7K$229.4K-$1.3K2026-10-19
Maltin Wealth Management, Inc.
INCREASED1,3721,369+3+0%$253.5K$229.1K-$24.4K2026-10-13
Endeavor Private Wealth, Inc.
DECREASED1,3691,388-19-1%$257.1K$228.6K-$28.5K2026-11-05
LifeGoal Investments, LLC
NEW1,368—+1,368——$228.4K—2026-10-09
Weatherly Asset Management L. P.
UNCHANGED1,3651,36500%$252.9K$228.0K-$24.9K2026-10-20
Pines Wealth Management, LLC
UNCHANGED1,3631,36300%$252.5K$227.6K-$24.9K2026-10-21
Waterfront Wealth Inc.
UNCHANGED1,3621,36200%$247.8K$226.8K-$20.9K2026-11-03
Huntleigh Advisors, Inc.
INCREASED1,3601,190+170+14%$220.4K$227.2K+$6.7K2026-11-03
Mirador Capital Partners LP
DECREASED1,3551,724-369-21%$319.3K$226.3K-$93.0K2026-10-09
First Heartland Consultants, Inc.
INCREASED1,3551,353+2+0%$250.7K$226.3K-$24.4K2026-10-08
Investment Insight Wealth Management, LLC
DECREASED1,3481,469-121-8%$272.2K$225.2K-$47.0K2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED1,3461,343+3+0%$248.8K$224.8K-$24.0K2026-10-26
KG Capital Management
DECREASED1,3281,375-47-3%$254.6K$221.7K-$33.0K2026-10-15
Sterling Investment Management, LLC
INCREASED1,3251,317+8+1%$243.9K$221.2K-$22.7K2026-10-16
Cooper Financial Group
NEW1,315—+1,315——$219.6K—2026-10-07
D.B. Root & Company, LLC
DECREASED1,3115,456-4,145-76%$1.0M$218.9K-$791.7K2026-11-04
Roan Capital Partners
UNCHANGED1,3031,30300%$241.4K$217.6K-$23.8K2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED1,3001,298+2+0%$240.5K$217.1K-$23.4K2026-10-15
Peoples Bank
UNCHANGED1,2911,29100%$239.1K$215.6K-$23.6K2026-10-09
Community Bank, N.A.
INCREASED1,2901,140+150+13%$211.2K$215.4K+$4.2K2026-11-06
Saxony Capital Management, LLC
INCREASED1,2891,106+183+17%$204.9K$215.3K+$10.4K2026-10-15
First Citizens Bank & Trust Co
INCREASED1,2851,238+47+4%$229.3K$214.6K-$14.7K2026-10-14
Private Client Services, LLC
NEW1,274—+1,274——$212.7K—2026-10-02
Stack Financial Management, Inc
DECREASED1,2731,715-442-26%$317.8K$212.5K-$105.3K2026-11-02
Gryphon Financial Partners LLC
UNCHANGED1,2711,27100%$235.4K$212.2K-$23.2K2026-11-04
KTF Investments, LLC
UNCHANGED1,2701,27000%$235.2K$212.1K-$23.2K2026-10-23
Legacy Financial Strategies, LLC
INCREASED1,2641,259+5+0%$233.2K$211.1K-$22.1K2026-10-15
Spartan Planning & Wealth Management
DECREASED1,2601,492-232-16%$276.4K$210.4K-$66.0K2026-10-13
West Bancorporation Inc
UNCHANGED1,2571,25700%$232.8K$209.9K-$22.9K2026-10-29
Provident Wealth Management, LLC
DECREASED1,2501,425-175-12%$264.0K$208.7K-$55.2K2026-10-20
Investmark Advisory Group LLC
INCREASED1,2431,241+2+0%$229.8K$207.7K-$22.1K2026-10-27
Ashton Thomas Securities, LLC
INCREASED1,2401,188+52+4%$220.1K$207.1K-$13.0K2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED1,2361,23600%$228.9K$206.4K-$22.6K2026-10-13
Mayfair Advisory Group, LLC
NEW1,232—+1,232——$205.7K—2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED1,2311,228+3+0%$227.5K$205.6K-$22.0K2026-11-03
Noesis Capital Mangement Corp
INCREASED1,2301,174+56+5%$217.5K$205.4K-$12.1K2026-10-26
SouthState Bank Corp
INCREASED1,2291,220+9+1%$226.0K$205.2K-$20.8K2026-11-09
Cambiar Investors LLC
NEW1,227—+1,227——$204.9K—2026-11-04
Nova Financial LLC
NEW1,218—+1,218——$203.4K—2026-11-04
1900 Wealth Management LLC
DECREASED1,2161,317-101-8%$243.9K$203.1K-$40.7K2026-10-13
Greenwood Capital Associates LLC
DECREASED1,2161,265-49-4%$234.3K$203.0K-$31.3K2026-10-27
City Holding Co
DECREASED1,2151,255-40-3%$232.5K$202.9K-$29.6K2026-10-19
Third View Private Wealth, LLC
INCREASED1,2151,210+5+0%$224.1K$202.9K-$21.2K2026-10-30
Compound Planning, Inc.
INCREASED1,2141,161+53+5%$215.1K$202.8K-$12.3K2026-11-09
Beacon Capital Management, LLC
DECREASED1,2031,312-109-8%$243.1K$200.9K-$42.2K2026-10-23
Dagco, Inc.
DECREASED1,2021,327-125-9%$245.8K$200.7K-$45.1K2026-10-20
Coyle Financial Counsel LLC
UNCHANGED1,2011,20100%$222.5K$200.5K-$21.9K2026-10-28
Grandfield & Dodd, LLC
UNCHANGED1,2001,20000%$222.3K$200.4K-$21.9K2026-10-29
Pincus Capital Management, LP
UNCHANGED1,2001,20000%$222.3K$200.4K-$21.9K2026-11-09
Marco Investment Management LLC
INCREASED1,1991,114+85+8%$206.3K$200.2K-$6.1K2026-11-09
Amicus Financial Advisors, LLC
DECREASED1,1991,222-23-2%$226.4K$200.2K-$26.1K2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED1,1981,300-102-8%$240.7K$200.0K-$40.7K2026-10-16
Castle Rock Wealth Management, LLC
INCREASED1,1901,182+8+1%$216.8K$204.2K-$12.6K2026-10-09
Global Trust Asset Management, LLC
DECREASED1,1671,857-690-37%$344.0K$194.9K-$149.1K2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED1,123549+574+105%$101.8K$187.6K+$85.8K2026-11-04
JFS Wealth Advisors, LLC
INCREASED1,1121,110+2+0%$205.6K$185.7K-$19.9K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED1,1111,028+83+8%$190.4K$185.6K-$4.8K2026-11-04
Advocate Investing Services LLC
UNCHANGED1,1001,10000%$203.8K$183.7K-$20.1K2026-10-26
Nvwm, LLC
DECREASED1,0791,082-30%$200.4K$180.2K-$20.2K2026-10-14
Asset Management One Co., Ltd.
INCREASED1,060240+820+342%$44.5K$177.0K+$132.5K2026-10-27
Picton Mahoney Asset Management
UNCHANGED1,0501,05000%$194.5K$175.3K-$19.2K2026-11-09
Berbice Capital Management LLC
INCREASED1,000100+900+900%$18.5K$167.0K+$148.5K2026-10-13
SYM Financial Corp
UNCHANGED1,0001,00000%$185.2K$167.0K-$18.3K2026-10-26
Nfsg Corp
INCREASED996995+1+0%$184.4K$166.4K-$18.0K2026-10-15
Root Financial Partners, LLC
DECREASED9511,090-139-13%$201.9K$158.7K-$43.2K2026-10-21
Valley National Advisers Inc
UNCHANGED92292200%$170.8K$154.0K-$16.8K2026-10-23
Vima LLC
DECREASED911929-18-2%$172.2K$152.1K-$20.1K2026-10-23
United Community Bank
UNCHANGED90590500%$167.6K$151.1K-$16.5K2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED895824+71+9%$152.6K$149.4K-$3.2K2026-10-30
Tsfg, LLC
DECREASED8775,849-4,972-85%$1.1M$146-$1.1M2026-10-23
MilWealth Group LLC
UNCHANGED86986900%$161.0K$145.1K-$15.9K2026-11-02
Highland Investment Advisors LLC
DECREASED850912-62-7%$168.9K$141.9K-$27.0K2026-11-09
Strengthening Families & Communities, LLC
INCREASED831828+3+0%$153.4K$138.7K-$14.8K2026-10-21
Highline Wealth Partners LLC
INCREASED827761+66+9%$141.0K$138.1K-$2.9K2026-10-19
Acumen Wealth Advisors, LLC
INCREASED825125+700+560%$23.2K$137.8K+$114.6K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED82282200%$152.3K$137.3K-$15.0K2026-10-15
Pathway Financial Advisers, LLC
NEW805—+805——$134.5K—2026-10-27
Finley Financial, LLC
UNCHANGED79079000%$146.3K$133.2K-$13.1K2026-10-28
Bangor Savings Bank
DECREASED7811,456-675-46%$269.7K$130.4K-$139.3K2026-10-06
Polaris Financial Partners
NEW779—+779——$131—2026-10-02
Valley Wealth Managers, Inc.
INCREASED767495+272+55%$91.7K$128.1K+$36.4K2026-10-09
Heritage Family Offices, LLP
NEW766—+766——$127.8K—2026-11-02
Paladin Advisory Group, LLC
UNCHANGED75475400%$139.7K$125.9K-$13.8K2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED746585+161+28%$126.9K$124.6K-$2.3K2026-11-02
Phillips Financial Management, LLC
UNCHANGED72872800%$134.8K$121.6K-$13.3K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED71171100%$131.7K$118.7K-$13.0K2026-10-22
Meriwether Wealth & Planning, LLC
NEW700—+700——$116.9K—2026-10-13
Downshift Financial, LLC
UNCHANGED66866800%$123.7K$111.5K-$12.2K2026-10-13
Caldwell Sutter Capital, Inc.
INCREASED659610+49+8%$113.0K$110.0K-$3.0K2026-11-09
Horrell Capital Management, Inc.
UNCHANGED65065000%$120.4K$108.5K-$11.9K2026-10-08
Creative Capital Management Investments LLC
UNCHANGED64664600%$119.7K$107.9K-$11.8K2026-10-28
GHP Investment Advisors, Inc.
NEW602—+602——$100.5K—2026-10-15
Hantz Financial Services, Inc.
DECREASED6021,109-507-46%$205.0K$100-$204.9K2026-11-09
SBI Securities Co., Ltd.
INCREASED581438+143+33%$81.1K$97.0K+$15.9K2026-10-22
NBH Bank
UNCHANGED57557500%$106.5K$96.0K-$10.5K2026-11-05
Bank of New Hampshire
INCREASED572463+109+24%$85.8K$95.5K+$9.8K2026-10-06
Flagship Wealth Advisors, LLC
DECREASED538544-6-1%$100.8K$89.8K-$10.9K2026-11-03
Morse Asset Management, Inc
UNCHANGED53553500%$99.1K$89.3K-$9.8K2026-11-09
Winch Advisory Services, LLC
INCREASED532351+181+52%$65.0K$88.8K+$23.7K2026-11-06
Burk Holdings LLC
UNCHANGED53253200%$98.5K$88.8K-$9.7K2026-11-05
Register Financial Advisors LLC
INCREASED530528+2+0%$97.9K$88.4K-$9.5K2026-10-23
DT Investment Partners, LLC
UNCHANGED52852800%$97.8K$88.2K-$9.6K2026-10-27
Hyposwiss Advisors SA
UNCHANGED51551500%$95.4K$86.0K-$9.4K2026-10-26
Pacific Center for Financial Services
UNCHANGED51051000%$94.5K$85.2K-$9.3K2026-10-15
Meramec Financial Planners, LLC
NEW504—+504——$82.0K—2026-11-09
Granite FO LLC
UNCHANGED50050000%$92.6K$83.5K-$9.1K2026-10-14
Princeton Global Asset Management LLC
UNCHANGED47947900%$88.7K$80.0K-$8.7K2026-10-21
PlanVest Financial, Inc
UNCHANGED47747700%$88.3K$79.6K-$8.7K2026-11-09
Wagner Wealth Management, LLC
DECREASED467572-105-18%$105.9K$78.0K-$27.9K2026-10-21
Quent Capital, LLC
DECREASED464570-106-19%$105.6K$75.5K-$30.1K2026-11-09
Pacifica Partners Inc.
UNCHANGED44144100%$81.1K$74.4K-$6.7K2026-10-09
Roxbury Financial LLC
UNCHANGED43243200%$80.0K$72.2K-$7.8K2026-10-01
Financial Network Wealth Advisors LLC
INCREASED430383+47+12%$70.9K$71.8K+$8582026-10-28
Piedmont Capital Management, LLC
DECREASED419523-104-20%$96.8K$70.0K-$26.9K2026-10-21
Union Savings Bank
UNCHANGED41941900%$77.6K$70.0K-$7.6K2026-10-14
Concord Wealth Partners
INCREASED415389+26+7%$72.0K$69.3K-$2.7K2026-11-02
Key Capital Management, Inc
UNCHANGED41041000%$75.9K$68.5K-$7.5K2026-11-03
Bochk Asset Management Ltd
UNCHANGED41041000%$75.9K$68.5K-$7.5K2026-10-29
Gold Investment Management Ltd.
DECREASED404433-29-7%$80.2K$67.5K-$12.8K2026-10-19
Old Second National Bank of Aurora
UNCHANGED40040000%$74.1K$66.8K-$7.3K2026-10-22
Anchor Investment Management, LLC
DECREASED388426-38-9%$78.9K$64.8K-$14.1K2026-11-10
Centerpoint Advisors, LLC
UNCHANGED38538500%$71.0K$64-$70.9K2026-11-05
Transce3nd, LLC
DECREASED379441-62-14%$80.2K$63.8K-$16.4K2026-10-26
PFS Partners, LLC
UNCHANGED37737700%$69.7K$62.9K-$6.8K2026-10-21
North Point Portfolio Managers Corp
NEW372—+372——$62.1K—2026-10-07
Townsend Asset Management Corp
DECREASED3711,021-650-64%$189.1K$61.9K-$127.2K2026-10-29
Daytona Street Capital LLC
UNCHANGED36036000%$65.7K$61.4K-$4.3K2026-10-15
Arlington Trust Co LLC
UNCHANGED35635600%$65.9K$59.4K-$6.5K2026-10-20
Clayton Financial Group LLC
NEW350—+350——$58.4K—2026-10-13
Grove Bank & Trust
UNCHANGED34434400%$63.7K$57.4K-$6.3K2026-10-08
Cranbrook Wealth Management, LLC
INCREASED338133+205+154%$24.7K$56.4K+$31.7K2026-10-28
Archer Investment Corp
DECREASED335434-99-23%$80.4K$55.9K-$24.5K2026-11-05
Peoples Financial Services Corp.
DECREASED333343-10-3%$63.5K$55.6K-$7.9K2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED33333300%$61.7K$55.6K-$6.1K2026-11-03
Piscataqua Savings Bank
UNCHANGED30630600%$56.7K$51.1K-$5.6K2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED30030000%$55.6K$50.1K-$5.5K2026-10-21
Trust Co of Toledo NA
UNCHANGED30030000%$55.6K$50.1K-$5.5K2026-10-16
Armor Investment Advisors, LLC
UNCHANGED28528500%$52.8K$47.6K-$5.2K2026-10-27
Sage Mountain Advisors LLC
UNCHANGED28128100%$52.1K$46.9K-$5.1K2026-11-02
Covestor Ltd
INCREASED254249+5+2%$46.0K$43-$46.0K2026-10-30
Alerus Financial NA
DECREASED250312-62-20%$57.8K$41.7K-$16.0K2026-11-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED24724700%$45.8K$41.2K-$4.5K2026-10-05
RMG Wealth Management LLC
UNCHANGED24624600%$45.7K$40.8K-$4.9K2026-10-26
MTM Investment Management, LLC
UNCHANGED24124100%$44.6K$40.2K-$4.3K2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED23823800%$44.0K$39.8K-$4.3K2026-10-20
Cypress Capital Management LLC (WY)
UNCHANGED23523500%$43.5K$39.2K-$4.3K2026-11-09
Davis Capital Management
DECREASED232255-23-9%$47.2K$38.7K-$8.5K2026-10-08
Legacy Bridge, LLC
UNCHANGED23023000%$42.6K$38.4K-$4.2K2026-10-28
Align Financial, LLC
DECREASED229500-271-54%$92.6K$38.2K-$54.4K2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED22522500%$41.7K$37.6K-$4.1K2026-10-07
Barrett & Company, Inc.
UNCHANGED22022000%$40.8K$36.7K-$4.0K2026-10-22
Avion Wealth
UNCHANGED21921900%$40$36-$42026-11-04
WPG Advisers, LLC
UNCHANGED21821800%$40.4K$36.4K-$4.0K2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED20520500%$38.0K$34.2K-$3.7K2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED20370+133+190%$13.0K$33.9K+$20.9K2026-10-07
Fairway Wealth LLC
UNCHANGED19919900%$36.9K$33.2K-$3.6K2026-10-30
DecisionPoint Financial, LLC
DECREASED196255-59-23%$46.8K$33.1K-$13.7K2026-10-27
Acima Private Wealth, LLC
UNCHANGED19619600%$36.3K$32.7K-$3.6K2026-10-05
Financial Management Professionals, Inc.
UNCHANGED18318300%$33.9K$30.6K-$3.3K2026-10-23
Main Street Group, LTD
UNCHANGED17317300%$32.0K$28.9K-$3.2K2026-10-28
Tidemark, LLC
UNCHANGED17117100%$31.7K$28.6K-$3.2K2026-11-09
Lloyd Advisory Services, Llc.
DECREASED162174-12-7%$32.3K$27.0K-$5.3K2026-11-02
StrongBox Wealth, LLC
UNCHANGED16216200%$30.0K$27.1K-$3.0K2026-11-02
Rothwell Investment Advisors, LLC
NEW161—+161——$26.8K—2026-11-06
Tompkins Financial Corp
UNCHANGED16116100%$29.8K$26.9K-$2.9K2026-10-05
Redwood Park Advisors LLC
UNCHANGED15715700%$29.0K$26.3K-$2.8K2026-11-02
Great Lakes Advisors, LLC
NEW153—+153——$25.5K—2026-11-06
Clark Wealth Partners
INCREASED153152+1+1%$28.2K$25.5K-$2.7K2026-10-19
Luken Investment Analytics, LLC
UNCHANGED15015000%$27.8K$25.0K-$2.7K2026-11-06
True Wealth Design, LLC
UNCHANGED15015000%$27.8K$25.0K-$2.7K2026-10-13
Bell Investment Advisors, Inc
UNCHANGED14514500%$26.9K$24.2K-$2.6K2026-10-29
Triumph Capital Management
UNCHANGED14414400%$26.7K$24.0K-$2.7K2026-10-14
Steph & Co
UNCHANGED13913900%$25.7K$23.2K-$2.5K2026-10-07
Costello Asset Management, Inc
UNCHANGED13813800%$25.6K$23.1K-$2.5K2026-10-30
Versant Capital Management, Inc
UNCHANGED13613600%$25.2K$22.7K-$2.5K2026-10-02
Quaker Wealth Management, LLC
INCREASED135134+1+1%$24.9K$22.5K-$2.4K2026-10-22
WestEnd Advisors, LLC
DECREASED133837-704-84%$155.0K$22.1K-$132.9K2026-10-27
Key FInancial Inc
DECREASED132456-324-71%$84.5K$22.0K-$62.4K2026-11-02
Biltmore Family Office, LLC
INCREASED132118+14+12%$21.9K$22.0K+$1842026-11-03
Manchester Capital Management LLC
UNCHANGED13013000%$24.1K$21.7K-$2.4K2026-10-22
North Star Investment Management Corp.
UNCHANGED13013000%$24.1K$21.7K-$2.4K2026-10-27
Hanson & Doremus Investment Management
UNCHANGED12912900%$24.0K$22-$24.0K2026-10-16
Trust Co of Vermont
UNCHANGED12712700%$23.5K$21.2K-$2.3K2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED125504-379-75%$96.0K$20.9K-$75.1K2026-10-14
Rachor Investment Advisory Services, LLC
INCREASED11921+98+467%$3.9K$19.9K+$16.0K2026-10-29
Asset Dedication, LLC
DECREASED119125-6-5%$23.2K$19.9K-$3.3K2026-11-03
Abound Wealth Management
INCREASED11699+17+17%$18.3K$19.4K+$1.0K2026-10-26
Birchwood Financial Partners, Inc.
NEW112—+112——$18.7K—2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED10810800%$20.0K$18.0K-$2.0K2026-10-16
Clearstead Trust, LLC
NEW105—+105——$17.5K—2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
INCREASED10050+50+100%$9.3K$16.7K+$7.4K2026-10-28
Hughes Financial Services, LLC
UNCHANGED10010000%$18.5K$17.0K-$1.5K2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED10010000%$19$17-$22026-10-13
Burkett Financial Services, LLC
UNCHANGED979700%$18.0K$16.3K-$1.7K2026-10-01
Markowski Investments
UNCHANGED959500%$17.6K$15.9K-$1.7K2026-10-30
Carolina Wealth Advisors, LLC
NEW88—+88——$14.7K—2026-10-23
First Premier Bank
DECREASED8893-5-5%$17$15-$22026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED878700%$16.1K$14.5K-$1.6K2026-10-23
CNB Bank
UNCHANGED848400%$15.6K$14.0K-$1.5K2026-11-09
Tounjian Advisory Partners, LLC
INCREASED833+80+2667%$575$13.9K+$13.3K2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED828200%$15.1K$13.6K-$1.5K2026-10-23
Oakworth Capital, Inc.
UNCHANGED787800%$14.4K$13.0K-$1.4K2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED73100-27-27%$18.5K$12.2K-$6.3K2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED727200%$13.4K$12.1K-$1.3K2026-11-03
Smithfield Trust Co
UNCHANGED717100%$14$12-$22026-11-09
SRH Advisors, LLC
UNCHANGED606000%$11.1K$10.0K-$1.1K2026-10-22
Next Level Wealth Planning, LLC
NEW58—+58——$9.7K—2026-10-29
Evermay Wealth Management LLC
UNCHANGED585800%$10.7K$9.7K-$1.1K2026-11-05
City State Bank
UNCHANGED555500%$10.2K$9.2K-$1.0K2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED5453+1+2%$9.9K$8.9K-$9512026-10-19
Eukles Asset Management
UNCHANGED545400%$10.0K$9.0K-$9862026-11-04
Kingdom Financial Group Llc.
DECREASED5367-14-21%$12.4K$8.8K-$3.5K2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED515100%$9.4K$8.5K-$9312026-10-09
Citizens National Bank Trust Department
UNCHANGED505000%$9.3K$8.3K-$9132026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED505000%$9.3K$8.3K-$9132026-10-20
New England Capital Financial Advisors LLC
NEW49—+49——$8.2K—2026-11-03
IMG Wealth Management, Inc.
INCREASED4645+1+2%$8.4K$7.6K-$8092026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED464600%$8.5K$7.7K-$8382026-10-23
Silver Grove Financial Group, Inc.
NEW44—+44——$7.3K—2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED444400%$8.1K$7.3K-$7782026-10-28
Comprehensive Financial Planning, Inc.
INCREASED4234+8+24%$6.4K$7.1K+$7222026-10-27
Axiom Investment Management LLC
UNCHANGED424200%$7.7K$7.0K-$7622026-11-03
John Boyer, Inc.
NEW41—+41——$6.9K—2026-10-27
Evolution Wealth Management Inc.
DECREASED41138-97-70%$25.6K$6.8K-$18.7K2026-10-28
Friedenthal Financial
UNCHANGED404000%$7.4K$6.7K-$7302026-10-27
Cape Investment Advisory, Inc.
DECREASED39172-133-77%$31.9K$6.5K-$25.3K2026-10-13
Nemes Rush Group LLC
UNCHANGED393900%$7.2K$6.5K-$7122026-11-04
Zions Bancorporation, National Association
UNCHANGED393900%$7.2K$6.5K-$7122026-11-06
Daiwa Securities Group Inc.
INCREASED3829+9+31%$5.4K$6.3K+$9732026-10-29
Wolff Wiese Magana LLC
UNCHANGED333300%$6.1K$5.5K-$6022026-10-15
First Community Trust NA
UNCHANGED323200%$5.9K$5.3K-$5842026-10-07
Vermillion Wealth Management, Inc.
UNCHANGED292900%$5.4K$4.9K-$5182026-10-26
Birch Financial Group, LLC
NEW28—+28——$4.6K—2026-10-27
Mosley Wealth Management
UNCHANGED232300%$4.3K$3.9K-$3992026-10-16
Washington Trust Advisors, Inc.
NEW21—+21——$3.5K—2026-10-22
Carota Wealth Management
NEW20—+20——$3.3K—2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED191900%$3.5K$3.2K-$3462026-10-06
Moisand Fitzgerald Tamayo, LLC
NEW18—+18——$3.0K—2026-10-15
TFC Financial Management, Inc.
NEW13—+13——$2.2K—2026-10-26
Godfrey Financial Associates, Inc.
NEW13—+13——$2.2K—2026-11-10
Rakuten Securities, Inc.
INCREASED136+7+117%$1.1K$2.2K+$1.1K2026-11-02
Roble, Belko & Company, Inc
UNCHANGED131300%$2$2$02026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED742-35-83%$7.8K$1.2K-$6.6K2026-10-27
Inspire Investing, LLC
UNCHANGED5500%$926$835-$912026-10-22
CGC Financial Services, LLC
UNCHANGED5500%$926$835-$912026-10-13
Investors Research Corp
UNCHANGED4400%$741$668-$732026-10-07
Silvant Capital Management LLC
NEW1—+1——$244—2026-11-09
MKP Capital Management, L.L.C.
CLOSED0207,500-207,500-100%$38.4M$0-$38.4M2026-11-04
TTP Investments, Inc.
CLOSED083,546-83,546-100%$15.5M$0-$15.5M2026-10-30
Advisors Preferred, LLC
CLOSED074,145-74,145-100%$13.6M$0-$13.6M2026-11-09
Reyes Financial Architecture, Inc.
CLOSED051,686-51,686-100%$9.6M$0-$9.6M2026-10-22
Ocean Park Asset Management, LLC
CLOSED050,934-50,934-100%$9.4M$0-$9.4M2026-10-21
Thor Trading Advisors, LLC
CLOSED046,889-46,889-100%$8.7M$0-$8.7M2026-11-05
Sollinda Capital Management LLC
CLOSED046,069-46,069-100%$8.5M$0-$8.5M2026-11-09
Financial Enhancement Group LLC
CLOSED042,290-42,290-100%$7.8M$0-$7.8M2026-10-08
West Financial Advisors, LLC
CLOSED023,895-23,895-100%$4.4M$0-$4.4M2026-10-22
LEE Johnson Capital Management, LLC
CLOSED018,626-18,626-100%$3.5M$0-$3.5M2026-11-09
Ticino Wealth
CLOSED014,487-14,487-100%$2.7M$0-$2.7M2026-10-13
Trinity Wealth Management, LLC
CLOSED014,157-14,157-100%$2.6M$0-$2.6M2026-10-13
Transcendent Capital Group LLC
CLOSED011,477-11,477-100%$2.1M$0-$2.1M2026-10-28
Atlatl Advisers LLC
CLOSED09,912-9,912-100%$1.8M$0-$1.8M2026-10-22
FFG Partners, LLC
CLOSED07,853-7,853-100%$1.5M$0-$1.5M2026-10-15
Childress Capital Advisors, LLC
CLOSED06,873-6,873-100%$1.3M$0-$1.3M2026-10-28
Dumont & Blake Investment Advisors LLC
CLOSED06,229-6,229-100%$1.2M$0-$1.2M2026-10-28
Bryant Woods Investment Advisors, LLC
CLOSED05,559-5,559-100%$1.0M$0-$1.0M2026-10-26
Global View Capital Management LLC
CLOSED05,386-5,386-100%$997.6K$0-$997.6K2026-10-28
Richardson Financial Services Inc.
CLOSED05,156-5,156-100%$955.1K$0-$955.1K2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED04,512-4,512-100%$835.8K$0-$835.8K2026-10-16
Lunt Capital Management, Inc.
CLOSED04,239-4,239-100%$785.2K$0-$785.2K2026-10-30
Twin Tree Management, LP
CLOSED03,785-3,785-100%$701.1K$0-$701.1K2026-11-10
Mizuho Markets Americas LLC
CLOSED02,700-2,700-100%$500.1K$0-$500.1K2026-11-09
Vanguard Capital Wealth Advisors
CLOSED02,301-2,301-100%$426.3K$0-$426.3K2026-10-16
Redhawk Wealth Advisors, Inc.
CLOSED02,285-2,285-100%$423.3K$0-$423.3K2026-10-14
Southland Equity Partners LLC
CLOSED02,068-2,068-100%$383.1K$0-$383.1K2026-10-14
Northeast Investment Management
CLOSED02,000-2,000-100%$370.5K$0-$370.5K2026-10-30
Balefire, LLC
CLOSED01,882-1,882-100%$348.6K$0-$348.6K2026-10-09
Plan Group Financial, LLC
CLOSED01,850-1,850-100%$342.7K$0-$342.7K2026-10-22
Ellerson Group Inc
CLOSED01,719-1,719-100%$318.4K$0-$318.4K2026-11-04
Two West Capital Advisors LLC
CLOSED01,685-1,685-100%$300.2K$0-$300.2K2026-10-15
CFS Investment Advisory Services, LLC
CLOSED01,682-1,682-100%$309.3K$0-$309.3K2026-10-19
Rinkey Investments
CLOSED01,600-1,600-100%$296.4K$0-$296.4K2026-10-28
Wellington Shields Capital Management, LLC
CLOSED01,585-1,585-100%$293.6K$0-$293.6K2026-11-03
GC Wealth Management RIA, LLC
CLOSED01,575-1,575-100%$291.7K$0-$291.7K2026-11-02
Nadler Financial Group, Inc.
CLOSED01,565-1,565-100%$289.9K$0-$289.9K2026-10-23
Coldstream Capital Management Inc
CLOSED01,481-1,481-100%$274.3K$0-$274.3K2026-11-09
TFO Wealth Partners, LLC
CLOSED01,368-1,368-100%$253.4K$0-$253.4K2026-11-09
Kickstand Ventures, Llc.
CLOSED01,357-1,357-100%$251.4K$0-$251.4K2026-11-09
Inscription Capital, LLC
CLOSED01,332-1,332-100%$246.7K$0-$246.7K2026-11-02
CLG LLC
CLOSED01,304-1,304-100%$241.6K$0-$241.6K2026-10-13
Synergy Asset Management, LLC
CLOSED01,303-1,303-100%$241.4K$0-$241.4K2026-11-05
Total Wealth Planning & Management, Inc.
CLOSED01,290-1,290-100%$238.9K$0-$238.9K2026-10-23
Wespac Advisors SoCal, LLC
CLOSED01,236-1,236-100%$228.9K$0-$228.9K2026-10-13
Bluesphere Advisors LLC
CLOSED01,234-1,234-100%$228.6K$0-$228.6K2026-10-19
Sound Income Strategies, LLC
CLOSED01,230-1,230-100%$227.8K$0-$227.8K2026-10-09
Freedom Investment Management, Inc.
CLOSED01,221-1,221-100%$226.1K$0-$226.1K2026-11-09
Harfst & Associates, Inc.
CLOSED01,209-1,209-100%$224.0K$0-$224.0K2026-10-20
Central Valley Advisors, LLC
CLOSED01,208-1,208-100%$223.7K$0-$223.7K2026-10-27
C2c Wealth Management, LLC
CLOSED01,202-1,202-100%$222.6K$0-$222.6K2026-10-20
Axim Planning & Wealth
CLOSED01,192-1,192-100%$220.8K$0-$220.8K2026-10-28
Parisi Gray Wealth Management
CLOSED01,176-1,176-100%$217.8K$0-$217.8K2026-10-16
Avidian Wealth Enterprises, LLC
CLOSED01,161-1,161-100%$215.0K$0-$215.0K2026-10-08
Farmers & Merchants Trust Co of Long Beach
CLOSED01,160-1,160-100%$214.9K$0-$214.9K2026-10-22
Summit Wealth Group LLC / Co
CLOSED01,153-1,153-100%$213.6K$0-$213.6K2026-10-29
Aries Wealth Management
CLOSED01,153-1,153-100%$213.6K$0-$213.6K2026-10-23
Sather Financial Group Inc
CLOSED01,152-1,152-100%$213.4K$0-$213.4K2026-10-30
Cove Private Wealth, LLC
CLOSED01,150-1,150-100%$213.0K$0-$213.0K2026-10-28
Bonfire Financial
CLOSED01,125-1,125-100%$208.3K$0-$208.3K2026-11-06
Cpwa, LLC
CLOSED01,118-1,118-100%$207.1K$0-$207.1K2026-11-04
Forvis Mazars Wealth Advisors, LLC
CLOSED01,118-1,118-100%$207.1K$0-$207.1K2026-10-13
SVB Wealth LLC
CLOSED01,110-1,110-100%$205.6K$0-$205.6K2026-11-06
Cathy Pareto & Associates, Inc
CLOSED01,108-1,108-100%$205.4K$0-$205.4K2026-10-15
Thoroughbred Financial Services, LLC
CLOSED01,102-1,102-100%$204.0K$0-$204.0K2026-11-09
Skyline Advisors, Inc.
CLOSED01,097-1,097-100%$203.2K$0-$203.2K2026-11-03
Pachira Investments Inc.
CLOSED01,096-1,096-100%$203.0K$0-$203.0K2026-10-14
Legacy Private Trust Co.
CLOSED01,096-1,096-100%$203.0K$0-$203.0K2026-10-06
Means Investment Co., Inc.
CLOSED01,089-1,089-100%$201.7K$0-$201.7K2026-11-03
WealthPLAN Partners, LLC
CLOSED01,084-1,084-100%$200.7K$0-$200.7K2026-10-15
Bank of Stockton
CLOSED01,080-1,080-100%$200.0K$0-$200.0K2026-10-20
BankPlus Trust Department
CLOSED0808-808-100%$149.7K$0-$149.7K2026-11-06
MCF Advisors LLC
CLOSED0718-718-100%$133.0K$0-$133.0K2026-10-28
Wellington Shields & Co., LLC
CLOSED0698-698-100%$129.4K$0-$129.4K2026-11-03
TrustBank
CLOSED0675-675-100%$125.0K$0-$125.0K2026-10-20
Wellington Grp LLC
CLOSED0558-558-100%$90.2K$0-$90.2K2026-11-06
Compagnie Lombard Odier SCmA
CLOSED0550-550-100%$101.9K$0-$101.9K2026-11-04
Salem Investment Counselors Inc
CLOSED0500-500-100%$92.6K$0-$92.6K2026-10-13
Gill Capital Partners, LLC
CLOSED0330-330-100%$61.1K$0-$61.1K2026-10-13
LifeSteps Financial, Inc.
CLOSED0236-236-100%$43.7K$0-$43.7K2026-10-15
Founders Capital Management
CLOSED0189-189-100%$35.0K$0-$35.0K2026-10-13
Park Place Capital Corp
CLOSED0124-124-100%$23.0K$0-$23.0K2026-11-09
Brooklyn FI, LLC
CLOSED097-97-100%$17.3K$0-$17.3K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED059-59-100%$10.9K$0-$10.9K2026-10-14
GFS Advisors, LLC
CLOSED055-55-100%$1.5M$0-$1.5M2026-11-03
Vision Financial Markets LLC
CLOSED051-51-100%$9.3K$0-$9.3K2026-10-22
Bullseye Investment Management, LLC
CLOSED050-50-100%$9.3K$0-$9.3K2026-10-29
Cornerstone Planning Group LLC
CLOSED037-37-100%$6.7K$0-$6.7K2026-10-16
Raleigh Capital Management Inc.
CLOSED01-1-100%$166$0-$1662026-10-28
Bank of America Corp
N/A—12,665,769-12,665,769-100%$2.3B———
Morgan Stanley
N/A—10,618,290-10,618,290-100%$2.0B———
JPMorgan Chase & Co
N/A—9,182,613-9,182,613-100%$1.7B———
Wells Fargo & Company
N/A—8,208,436-8,208,436-100%$1.5B———
Goldman Sachs Group Inc
N/A—6,096,984-6,096,984-100%$1.1B———
UBS Group AG
N/A—4,628,620-4,628,620-100%$857.4M———
Menora Mivtachim Holdings Ltd.
N/A—3,592,360-3,592,360-100%$665.4M———
BNP Paribas Financial Markets
N/A—3,450,493-3,450,493-100%$639.1M———
Envestnet Asset Management Inc
N/A—2,864,517-2,864,517-100%$530.6M———
Focus Partners Wealth
N/A—2,444,075-2,444,075-100%$452.7M———
Ameriprise Financial Inc
N/A—2,403,645-2,403,645-100%$445.3M———
Royal Bank of Canada
N/A—2,326,200-2,326,200-100%$430.9M———
Raymond James Financial Inc
N/A—2,275,926-2,275,926-100%$421.6M———
Main Management ETF Advisors, LLC
N/A—1,904,735-1,904,735-100%$352.8M———
Charles Schwab Investment Management Inc
N/A—1,632,498-1,632,498-100%$302.4M———
Nissay Asset Management Corp N
N/A—1,359,335-1,359,335-100%$251.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,320,000-1,320,000-100%$244.5M———
Pgim Custom Harvest LLC
N/A—1,311,071-1,311,071-100%$242.8M———
State Street Corp
N/A—1,099,118-1,099,118-100%$203.6M———
Marshall Wace, LLP
N/A—845,410-845,410-100%$156.6M———
Osaic Holdings, Inc.
N/A—748,610-748,610-100%$138.7M———
CIBC World Market Inc.
N/A—717,105-717,105-100%$132.8M———
MML Investors Services, LLC
N/A—689,782-689,782-100%$127.8M———
Cetera Investment Advisers
N/A—678,480-678,480-100%$125.7M———
Stifel Financial Corp
N/A—632,441-632,441-100%$117.1M———
Captrust Financial Advisors
N/A—578,586-578,586-100%$107.2M———
Clal Insurance Enterprises Holdings Ltd
N/A—567,000-567,000-100%$105.0M———
Rockefeller Capital Management L.P.
N/A—477,535-477,535-100%$88.5M———
Northern Trust Corp
N/A—460,313-460,313-100%$85.3M———
RiverFront Investment Group, LLC
N/A—443,464-443,464-100%$82.1M———
Mercer Global Advisors Inc
N/A—414,229-414,229-100%$76.7M———
Janney Montgomery Scott LLC
N/A—409,331-409,331-100%$75.8M———
BlackRock, Inc.
N/A—397,278-397,278-100%$73.6M———
Private Advisor Group, LLC
N/A—370,646-370,646-100%$68.7M———
TD Asset Management Inc
N/A—352,600-352,600-100%$65.3M———
Deeter Investments LLP
N/A—352,188-352,188-100%$65.2M———
SRB Corp
N/A—310,583-310,583-100%$57.5M———
Advisory Alpha, LLC
N/A—310,256-310,256-100%$57.5M———
Itau Unibanco Holding S.A.
N/A—299,159-299,159-100%$55.4M———
Jones Financial Companies Lllp
N/A—281,240-281,240-100%$51.0M———
Franklin Resources Inc
N/A—270,040-270,040-100%$50.0M———
Cerity Partners LLC
N/A—251,043-251,043-100%$46.5M———
Citadel Advisors LLC
N/A—225,347-225,347-100%$41.7M———
Foundations Investment Advisors, LLC
N/A—212,312-212,312-100%$39.3M———
Peapack Gladstone Financial Corp
N/A—209,301-209,301-100%$38.8M———
SummitTX Capital, L.P.
N/A—193,167-193,167-100%$35.8M———
SG Americas Securities, LLC
N/A—190,731-190,731-100%$35.3M———
Equitable Holdings, Inc.
N/A—165,640-165,640-100%$30.7M———
Modern Wealth Management, LLC
N/A—158,546-158,546-100%$29.4M———
Steward Partners Investment Advisory, LLC
N/A—143,569-143,569-100%$26.6M———
AE Wealth Management LLC
N/A—143,112-143,112-100%$26.5M———
Mariner, LLC
N/A—142,256-142,256-100%$26.4M———
&partners
N/A—140,658-140,658-100%$26.1M———
Concord Investment Counsel Inc.
N/A—137,693-137,693-100%$25.5M———
WCG Wealth Advisors LLC
N/A—136,380-136,380-100%$25.3M———
Sanctuary Advisors, LLC
N/A—134,624-134,624-100%$24.9M———
Swan Global Investments, LLC
N/A—124,570-124,570-100%$23.1M———
IHT Wealth Management, LLC
N/A—121,925-121,925-100%$22.6M———
Westwood Holdings Group Inc
N/A—121,409-121,409-100%$22.5M———
Round Rock Advisors LLC
N/A—116,373-116,373-100%$21.6M———
Horizon Investments, LLC
N/A—114,613-114,613-100%$21.2M———
Susquehanna International Group, LLP
N/A—108,029-108,029-100%$20.0M———
Kingsview Wealth Management, LLC
N/A—104,635-104,635-100%$19.4M———
MAI Capital Management
N/A—100,157-100,157-100%$18.6M———
NewEdge Advisors, LLC
N/A—93,540-93,540-100%$17.3M———
Martin & Co Inc
N/A—90,612-90,612-100%$16.8M———
Chicago Wealth Management, Inc.
N/A—88,271-88,271-100%$16.4M———
Stillwater Capital Advisors, LLC
N/A—88,077-88,077-100%$16.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—85,629-85,629-100%$15.9M———
Benjamin Edwards Inc
N/A—85,447-85,447-100%$15.8M———
Waverly Advisors, LLC
N/A—85,201-85,201-100%$15.8M———
EP Wealth Advisors, LLC
N/A—85,108-85,108-100%$15.8M———
OneDigital Investment Advisors LLC
N/A—84,635-84,635-100%$15.7M———
Bluespring Wealth Management, LLC
N/A—84,078-84,078-100%$15.6M———
HSBC Holdings PLC
N/A—83,392-83,392-100%$15.6M———
Parallax Volatility Advisers, L.P.
N/A—83,163-83,163-100%$15.4M———
HRT Financial LP
N/A—82,667-82,667-100%$15.3M———
Millennium Management LLC
N/A—78,546-78,546-100%$14.5M———
Northwestern Mutual Wealth Management Co
N/A—76,173-76,173-100%$14.1M———
National Bank of Canada
N/A—75,745-75,745-100%$14.0M———
Meiji Yasuda Life Insurance Co
N/A—75,641-75,641-100%$14.0M———
Oversea-Chinese Banking Corp Ltd
N/A—75,600-75,600-100%$14.0M———
Gotham Asset Management, LLC
N/A—75,592-75,592-100%$14.0M———
Baird Financial Group, Inc.
N/A—75,272-75,272-100%$13.9M———
Advisory Services Network, LLC
N/A—74,081-74,081-100%$13.7M———
Dakota Wealth Management
N/A—73,596-73,596-100%$13.6M———
Sequoia Financial Advisors, LLC
N/A—71,332-71,332-100%$13.2M———
Pathstone Holdings, LLC
N/A—70,393-70,393-100%$13.0M———
Rothschild Capital Partners, LLC
N/A—70,030-70,030-100%$13.0M———
Integrated Wealth Concepts LLC
N/A—69,980-69,980-100%$13.0M———
Gladstone Institutional Advisory LLC
N/A—69,815-69,815-100%$12.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—68,748-68,748-100%$12.7M———
Global Retirement Partners, LLC
N/A—68,519-68,519-100%$12.7M———
Summit Trail Advisors, LLC
N/A—68,481-68,481-100%$12.7M———
Beacon Pointe Advisors, LLC
N/A—67,399-67,399-100%$12.5M———
Graham Capital Management, L.P.
N/A—66,240-66,240-100%$12.3M———
Private Wealth Advisors, LLC
N/A—60,147-60,147-100%$11.1M———
O'shaughnessy Asset Management, LLC
N/A—59,993-59,993-100%$11.1M———
AQR Capital Management LLC
N/A—58,848-58,848-100%$10.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—58,586-58,586-100%$10.9M———
Centaurus Financial, Inc.
N/A—57,064-57,064-100%$10.6M———
Quantinno Capital Management LP
N/A—54,566-54,566-100%$10.1M———
Vickerman Investment Advisors, Inc.
N/A—54,477-54,477-100%$10.1M———
Chevy Chase Trust Holdings, LLC
N/A—54,303-54,303-100%$10.1M———
Polymer Capital Management (HK) LTD
N/A—53,900-53,900-100%$10.0M———
Flow Traders U.S. LLC
N/A—52,282-52,282-100%$9.7M———
Prudential PLC
N/A—51,560-51,560-100%$9.6M———
Bulltick Wealth Management, LLC
N/A—51,428-51,428-100%$9.5M———
Norris Financial Group, LLC
N/A—50,676-50,676-100%$9.4M———
Summit Financial, LLC
N/A—50,031-50,031-100%$9.3M———
Quadrature Capital Ltd
N/A—49,881-49,881-100%$9.2M———
Clarity Financial LLC
N/A—48,144-48,144-100%$8.9M———
Walleye Capital LLC
N/A—47,591-47,591-100%$8.8M———
Financial Sense Advisors, Inc.
N/A—46,241-46,241-100%$8.6M———
Group One Trading LLC
N/A—44,848-44,848-100%$8.3M———
Stratos Wealth Partners, Ltd.
N/A—44,777-44,777-100%$8.3M———
Arax Advisory Partners
N/A—44,315-44,315-100%$8.2M———
Top Private Wealth Llc.
N/A—43,178-43,178-100%$8.0M———
Cavalier Investments, LLC
N/A—42,489-42,489-100%$7.9M———
Campbell Capital Management Inc
N/A—41,979-41,979-100%$7.8M———
Hancock Whitney Corp
N/A—40,839-40,839-100%$7.6M———
Main Management LLC
N/A—40,232-40,232-100%$7.5M———
Hudson Bay Capital Management LP
N/A—40,000-40,000-100%$7.4M———
Ameritas Advisory Services, LLC
N/A—39,367-39,367-100%$7.3M———
Vestmark Advisory Solutions, Inc.
N/A—39,260-39,260-100%$7.3M———
Simmons Bank
N/A—38,667-38,667-100%$7.2M———
One Wealth Map LLC
N/A—38,366-38,366-100%$6.8M———
Prosperity Consulting Group, LLC
N/A—37,623-37,623-100%$7.0M———
United Capital Financial Advisors, LLC
N/A—35,072-35,072-100%$6.5M———
Natixis Advisors, LLC
N/A—34,629-34,629-100%$6.4M———
Envestnet Portfolio Solutions, Inc.
N/A—34,594-34,594-100%$6.4M———
Virtu Financial LLC
N/A—34,521-34,521-100%$6.4M———
Schroder Investment Management Group
N/A—33,654-33,654-100%$6.2M———
Glenmede Trust Co NA
N/A—33,139-33,139-100%$6.1M———
NorthRock Partners, LLC
N/A—32,871-32,871-100%$6.1M———
Proficio Capital Partners LLC
N/A—32,870-32,870-100%$6.1M———
Principal Securities, Inc.
N/A—32,828-32,828-100%$6.1M———
Alliancebernstein L.P.
N/A—32,648-32,648-100%$5.3M———
Tidal Investments LLC
N/A—32,541-32,541-100%$6.0M———
Estate Counselors, LLC
N/A—32,311-32,311-100%$6.0M———
Rehmann Capital Advisory Group
N/A—31,977-31,977-100%$5.9M———
Cresset Asset Management, LLC
N/A—30,836-30,836-100%$5.7M———
Mutual Advisors, LLC
N/A—29,375-29,375-100%$5.4M———
Allred Capital Management, LLC
N/A—29,256-29,256-100%$5.4M———
Perennial Investment Advisors, LLC
N/A—28,750-28,750-100%$5.3M———
Fiduciary Group, LLC
N/A—28,484-28,484-100%$5.3M———
Spinnaker Trust
N/A—28,438-28,438-100%$5.3M———
Arkadios Wealth Advisors
N/A—28,081-28,081-100%$5.2M———
Maxele Advisors, LLC
N/A—27,900-27,900-100%$5.2M———
Capital Wealth Planning, LLC
N/A—27,889-27,889-100%$5.2M———
Snowden Capital Advisors LLC
N/A—27,265-27,265-100%$5.1M———
Strategic Financial Partners, Ltd.
N/A—27,227-27,227-100%$5.0M———
Regal Investment Advisors LLC
N/A—26,130-26,130-100%$4.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—26,000-26,000-100%$4.8M———
Allianz Asset Management GmbH
N/A—25,900-25,900-100%$4.8M———
SageGuard Financial Group, LLC
N/A—24,981-24,981-100%$4.6M———
Bank of Nova Scotia
N/A—24,980-24,980-100%$4.6M———
Intrepid Financial Planning Group LLC
N/A—24,615-24,615-100%$4.6M———
Mpwm Advisory Solutions, LLC
N/A—24,006-24,006-100%$4.4M———
Choate Investment Advisors
N/A—23,727-23,727-100%$4.4M———
UBS Asset Management Americas LLC
N/A—23,704-23,704-100%$4.4M———
Dorsey Wright & Associates
N/A—23,682-23,682-100%$4.4M———
World Investment Advisors
N/A—23,072-23,072-100%$4.1M———
First Trust Advisors LP
N/A—22,602-22,602-100%$4.2M———
January Capital Advisors LLC
N/A—22,556-22,556-100%$4.2M———
First Western Trust Bank
N/A—21,021-21,021-100%$3.9M———
Penserra Capital Management LLC
N/A—20,958-20,958-100%$3.9M———
GeoWealth Management, LLC
N/A—20,189-20,189-100%$3.7M———
Markin Asset Management, LP
N/A—19,707-19,707-100%$3.7M———
Huntington National Bank
N/A—19,607-19,607-100%$3.6M———
Jane Street Group, LLC
N/A—19,390-19,390-100%$3.6M———
NewEdge Wealth, LLC
N/A—19,352-19,352-100%$3.6M———
Fourth Dimension Wealth, LLC
N/A—18,860-18,860-100%$3.5M———
Sykon Capital LLC
N/A—18,842-18,842-100%$3.5M———
RPg Family Wealth Advisory, LLC
N/A—18,655-18,655-100%$3.5M———
Cape COD Five Cents Savings Bank
N/A—18,655-18,655-100%$3.5M———
J. Goldman & Co LP
N/A—18,332-18,332-100%$3.4M———
Risk Paradigm Group, LLC
N/A—17,954-17,954-100%$3.3M———
CreativeOne Wealth, LLC
N/A—17,932-17,932-100%$3.3M———
Aster Capital Management (Difc) Ltd
N/A—17,927-17,927-100%$3.3M———
Kovack Advisors, Inc.
N/A—17,766-17,766-100%$3.3M———
Planwiser Financial, LLC
N/A—17,448-17,448-100%$3.2M———
Maridea Wealth Management LLC
N/A—17,360-17,360-100%$3.2M———
KKM Financial LLC
N/A—17,312-17,312-100%$3.2M———
Webster Bank, N. A.
N/A—16,997-16,997-100%$3.1M———
Commerce Bank
N/A—16,885-16,885-100%$3.1M———
Dorsey & Whitney Trust Co LLC
N/A—16,830-16,830-100%$3.1M———
Venturi Wealth Management, LLC
N/A—16,556-16,556-100%$3.1M———
Spreng Capital Management, Inc.
N/A—16,331-16,331-100%$3.0M———
Waterloo Capital, L.P.
N/A—16,309-16,309-100%$3.0M———
Cary Street Partners Financial LLC
N/A—16,258-16,258-100%$3.0M———
Wealthspire Advisors, LLC
N/A—15,921-15,921-100%$2.9M———
Federation des caisses Desjardins du Quebec
N/A—15,818-15,818-100%$2.9M———
Keebeck Wealth Management
N/A—15,724-15,724-100%$2.9M———
Howe & Rusling Inc
N/A—15,000-15,000-100%$2.8M———
SIG Brokerage, LP
N/A—14,681-14,681-100%$2.7M———
Alexis Investment Partners, LLC
N/A—14,543-14,543-100%$2.7M———
PeakShares LLC
N/A—14,537-14,537-100%$2.7M———
Evercore Wealth Management, LLC
N/A—14,292-14,292-100%$2.6M———
RiverGlades Family Offices LLC
N/A—14,184-14,184-100%$2.6M———
Mmbg Investment Advisors Co.
N/A—14,137-14,137-100%$2.6M———
Marshall Investment Management, LLC
N/A—13,852-13,852-100%$2.6M———
Stratos Wealth Advisors, LLC
N/A—13,815-13,815-100%$2.6M———
Hilltop Holdings Inc.
N/A—13,680-13,680-100%$2.5M———
Nicolet Bankshares Inc
N/A—13,572-13,572-100%$2.5M———
Schonfeld Strategic Advisors LLC
N/A—13,422-13,422-100%$2.5M———
Everstar Asset Management, LLC
N/A—13,358-13,358-100%$2.5M———
Eschler Asset Management LLP
N/A—13,074-13,074-100%$2.4M———
Centiva Capital, LP
N/A—12,583-12,583-100%$2.3M———
Crews Bank & Trust
N/A—12,485-12,485-100%$2.3M———
Safe Harbor Fiduciary, LLC
N/A—12,344-12,344-100%$2.3M———
Okabena Investment Services Inc
N/A—12,277-12,277-100%$2.3M———
Glen Eagle Advisors, LLC
N/A—12,253-12,253-100%$2.3M———
Abbot Financial Management, Inc.
N/A—12,253-12,253-100%$2.3M———
First Manhattan Co. Llc.
N/A—12,189-12,189-100%$2.3M———
Bank of Marin
N/A—12,095-12,095-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—12,055-12,055-100%$2.2M———
Morton Community Bank
N/A—12,053-12,053-100%$2.2M———
Cascades Capital Asset Management, LLC
N/A—11,644-11,644-100%$2.2M———
Copia Wealth Management
N/A—11,450-11,450-100%$2.1M———
Sequent Planning LLC
N/A—11,340-11,340-100%$2.1M———
Caprock Group, LLC
N/A—11,280-11,280-100%$2.1M———
BFC Planning, Inc.
N/A—11,116-11,116-100%$2.1M———
Walleye Trading LLC
N/A—11,112-11,112-100%$2.1M———
Elm Partners Management LLC
N/A—10,958-10,958-100%$2.0M———
Toronto Dominion Bank
N/A—10,782-10,782-100%$2.0M———
Balyasny Asset Management L.P.
N/A—10,590-10,590-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—10,323-10,323-100%$1.9M———
Nova Wealth Management, Inc.
N/A—10,221-10,221-100%$1.9M———
Payne Capital LLC
N/A—10,132-10,132-100%$1.9M———
Renaissance Technologies LLC
N/A—10,000-10,000-100%$1.9M———
Shay Capital LLC
N/A—10,000-10,000-100%$1.9M———
Transamerica Financial Advisors, LLC
N/A—9,968-9,968-100%$1.8M———
Calton & Associates, Inc.
N/A—9,860-9,860-100%$1.8M———
Atlantic Union Bankshares Corp
N/A—9,806-9,806-100%$1.8M———
Seeds Investor LLC
N/A—9,631-9,631-100%$1.8M———
Proffitt & Goodson Inc
N/A—9,559-9,559-100%$1.8M———
Johnson Investment Counsel Inc
N/A—9,477-9,477-100%$1.8M———
Oribel Capital Management, LP
N/A—9,400-9,400-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—9,266-9,266-100%$1.7M———
Spruce Point Capital Management, LLC
N/A—9,000-9,000-100%$1.7M———
Invst, LLC
N/A—9,000-9,000-100%$1.7M———
Tocqueville Asset Management L.P.
N/A—8,990-8,990-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—8,923-8,923-100%$1.7M———
Tulsa Wealth Advisors, Inc
N/A—8,919-8,919-100%$1.7M———
Financial Engines Advisors L.L.C.
N/A—8,743-8,743-100%$1.6M———
PFG Investments, LLC
N/A—8,704-8,704-100%$1.6M———
CIBC Bancorp USA Inc.
N/A—8,571-8,571-100%$1.6M———
Wellspring Financial Advisors, LLC
N/A—8,554-8,554-100%$1.6M———
Compass Capital Corp
N/A—8,524-8,524-100%$1.6M———
Conscious Wealth Investments, LLC
N/A—8,523-8,523-100%$1.5M———
Blue Chip Partners, LLC
N/A—8,522-8,522-100%$1.6M———
Jaffetilchin Investment Partners, LLC
N/A—8,360-8,360-100%$1.5M———
Credit Agricole S A
N/A—8,256-8,256-100%$1.5M———
LMR Partners LLP
N/A—8,250-8,250-100%$1.5M———
Brown Advisory Inc
N/A—8,224-8,224-100%$1.5M———
Ruggiero Investments, Inc.
N/A—8,210-8,210-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—8,199-8,199-100%$1.5M———
OneAscent Financial Services LLC
N/A—8,164-8,164-100%$1.5M———
Composition Wealth, LLC
N/A—8,103-8,103-100%$1.5M———
Black Swift Group, LLC
N/A—7,950-7,950-100%$1.5M———
Essex Financial Services, Inc.
N/A—7,879-7,879-100%$1.5M———
Trivium Point Advisory, LLC
N/A—7,792-7,792-100%$1.4M———
Monetary Management Group Inc
N/A—7,775-7,775-100%$1.4M———
Keel Point, LLC
N/A—7,760-7,760-100%$1.4M———
Counterweight Ventures, LLC
N/A—7,724-7,724-100%$1.4M———
Pallas Capital Advisors LLC
N/A—7,713-7,713-100%$1.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,630-7,630-100%$1.4M———
Advyzon Investment Management, LLC
N/A—7,569-7,569-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—7,533-7,533-100%$1.4M———
Fullerton Fund Management Co Ltd.
N/A—7,500-7,500-100%$1.4M———
Thomasville National Bank
N/A—7,494-7,494-100%$1.4M———
Neuberger Berman Group LLC
N/A—7,487-7,487-100%$1.4M———
Game Plan Financial Advisors, LLC
N/A—7,450-7,450-100%$1.4M———
Brookwood Investment Group LLC
N/A—7,402-7,402-100%$1.4M———
Dimension Capital Management LLC
N/A—7,378-7,378-100%$1.4M———
Spartan Wealth Advisory Services LLC
N/A—7,372-7,372-100%$1.4M———
Beacon Bridge Wealth Partners, LLC
N/A—7,366-7,366-100%$1.4M———
Bradley Foster & Sargent Inc
N/A—7,272-7,272-100%$1.3M———
Hudson Value Partners, LLC
N/A—7,222-7,222-100%$1.3M———
Icon Wealth Advisors, LLC
N/A—7,110-7,110-100%$1.3M———
Fortress Private Ledger, LLC
N/A—7,076-7,076-100%$1.3M———
Houlihan Financial Resource Group, Ltd.
N/A—7,052-7,052-100%$1.3M———
Tudor Investment Corp ET AL
N/A—6,963-6,963-100%$1.3M———
Madden Advisory Services, Inc.
N/A—6,919-6,919-100%$1.3M———
Cornerstone Select Advisors, LLC
N/A—6,907-6,907-100%$1.3M———
RIK Saylor Financial, Inc.
N/A—6,884-6,884-100%$1.3M———
Flputnam Investment Management Co
N/A—6,785-6,785-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—6,662-6,662-100%$1.2M———
Circle Wealth Management, LLC
N/A—6,478-6,478-100%$1.2M———
Midwestern Financial, LLC
N/A—6,477-6,477-100%$1.2M———
Providence Capital Advisors, LLC
N/A—6,473-6,473-100%$1.2M———
Pettyjohn, Wood & White, Inc
N/A—6,465-6,465-100%$1.2M———
One Charles Private Wealth Services, LLC
N/A—6,401-6,401-100%$1.2M———
Smartleaf Asset Management LLC
N/A—6,246-6,246-100%$1.1M———
Manhattan West Asset Management, LLC
N/A—5,918-5,918-100%$1.1M———
Jacobs Equity LLC
N/A—5,816-5,816-100%$1.1M———
Vertex Planning Partners, LLC
N/A—5,799-5,799-100%$1.1M———
Aspire Capital Advisors LLC
N/A—5,775-5,775-100%$1.1M———
DV Trading LLC
N/A—5,687-5,687-100%$1.1M———
Twin Focus Capital Partners, LLC
N/A—5,635-5,635-100%$1.0M———
Stephens Inc
N/A—5,615-5,615-100%$1.0M———
Ciovacco Capital Management LLC
N/A—5,566-5,566-100%$1.0M———
Volterra Technologies LP
N/A—5,509-5,509-100%$1.0M———
Ameritas Investment Partners, Inc.
N/A—5,366-5,366-100%$993.9K———
Fairview Capital Investment Management, LLC
N/A—5,342-5,342-100%$989.5K———
Whittier Trust Co
N/A—5,341-5,341-100%$991.1K———
Owen LaRue, LLC
N/A—5,157-5,157-100%$955.3K———
Bramshill Investments, LLC
N/A—5,138-5,138-100%$951.7K———
Per Stirling Capital Management, Llc.
N/A—5,063-5,063-100%$937.8K———
First Foundation Advisors
N/A—5,003-5,003-100%$926.8K———
Audent Global Asset Management, LLC
N/A—5,000-5,000-100%$926.2K———
Roehl & Yi Investment Advisors, LLC
N/A—5,000-5,000-100%$926.2K———
Legacy Wealth Managment, LLC
N/A—4,980-4,980-100%$922.5K———
Stonebridge Financial Group, LLC
N/A—4,944-4,944-100%$915.0K———
Fidelis Capital Partners, LLC
N/A—4,943-4,943-100%$915.7K———
Hills Bank & Trust Co
N/A—4,902-4,902-100%$908.0K———
Moneta Group Investment Advisors LLC
N/A—4,884-4,884-100%$904.6K———
Coastal Bridge Advisors, LLC
N/A—4,831-4,831-100%$894.9K———
First National Bank of Hutchinson
N/A—4,828-4,828-100%$894.3K———
Meridian Wealth Advisors, LLC
N/A—4,805-4,805-100%$890.0K———
Betterment LLC
N/A—4,772-4,772-100%$884.0K———
Independent Advisor Alliance
N/A—4,754-4,754-100%$880.6K———
LeClair Wealth Partners LLC
N/A—4,750-4,750-100%$879.8K———
Rothschild Wealth LLC
N/A—4,715-4,715-100%$873.4K———
Strategic Financial Concepts, LLC
N/A—4,671-4,671-100%$865.2K———
Ally Invest Advisors Inc.
N/A—4,662-4,662-100%$863.5K———
VestGen Investment Management
N/A—4,546-4,546-100%$842.1K———
Tyche Wealth Partners LLC
N/A—4,530-4,530-100%$839.2K———
Reyl & Cie S.A.
N/A—4,503-4,503-100%$730.2K———
QRG Capital Management, Inc.
N/A—4,439-4,439-100%$822.2K———
Stock Yards Bank & Trust Co
N/A—4,414-4,414-100%$817.6K———
Mark Sheptoff Financial Planning, LLC
N/A—4,320-4,320-100%$800.2K———
Hexagon Capital Partners LLC
N/A—4,274-4,274-100%$791.7K———
First National Bank of Omaha
N/A—4,193-4,193-100%$766.3K———
National Philanthropic Trust
N/A—4,181-4,181-100%$774.4K———
Mosaic Family Wealth Partners, LLC
N/A—4,023-4,023-100%$745.1K———
Fukoku Mutual Life Insurance Co
N/A—4,000-4,000-100%$740.9K———
Weiss Asset Management LP
N/A—4,000-4,000-100%$740.9K———
GWN Securities Inc.
N/A—3,996-3,996-100%$740.1K———
Ingalls & Snyder LLC
N/A—3,946-3,946-100%$731.0K———
Northstar Advisory Group, LLC
N/A—3,904-3,904-100%$723.1K———
Empower Advisory Group, LLC
N/A—3,898-3,898-100%$722.0K———
Acorns Advisers, LLC
N/A—3,872-3,872-100%$717.0K———
Evernest Financial Advisors, LLC
N/A—3,813-3,813-100%$706.2K———
Summit Wealth Partners, LLC
N/A—3,801-3,801-100%$704.0K———
Runnymede Capital Advisors, Inc.
N/A—3,787-3,787-100%$701.5K———
Resurgent Financial Advisors LLC
N/A—3,763-3,763-100%$697.0K———
1ST Source Bank
N/A—3,739-3,739-100%$692.6K———
Inspire Advisors, LLC
N/A—3,736-3,736-100%$691.8K———
Brevan Howard Capital Management LP
N/A—3,717-3,717-100%$685.0K———
Bernard Wealth Management Corp.
N/A—3,705-3,705-100%$686.3K———
XTX Topco Ltd
N/A—3,684-3,684-100%$682.4K———
IEQ Capital, LLC
N/A—3,674-3,674-100%$680.4K———
Cladis Investment Advisory, LLC
N/A—3,613-3,613-100%$669.3K———
One Capital Management, LLC
N/A—3,599-3,599-100%$582.1K———
Alteri Wealth LLC
N/A—3,559-3,559-100%$659.3K———
RWA Wealth Partners, LLC
N/A—3,526-3,526-100%$653.1K———
Cozad Asset Management Inc
N/A—3,524-3,524-100%$652.8K———
Fiduciary Trust Co
N/A—3,487-3,487-100%$645.9K———
Dearborn Partners LLC
N/A—3,480-3,480-100%$644.6K———
Sharp Wealth Advisory, LLC
N/A—3,451-3,451-100%$639.3K———
Prelude Capital Management, LLC
N/A—3,448-3,448-100%$638.7K———
Invictus Private Wealth, LLC
N/A—3,397-3,397-100%$629.2K———
Hyundai Investments Co., Ltd.
N/A—3,347-3,347-100%$611.7K———
American Financial Advisors, LLC
N/A—3,338-3,338-100%$618.3K———
WNY Asset Management, LLC
N/A—3,228-3,228-100%$597.9K———
Clare Market Investments LLC
N/A—3,212-3,212-100%$594.9K———
Kiley Juergens Wealth Management, LLC
N/A—3,208-3,208-100%$594.2K———
Stonebrook Private Inc.
N/A—3,186-3,186-100%$590.2K———
IAM Advisory, LLC
N/A—3,164-3,164-100%$586.1K———
Anchor Bay Capital, Inc.
N/A—3,156-3,156-100%$582.6K———
Shelton Capital Management
N/A—3,152-3,152-100%$583.9K———
Glassman Wealth Services
N/A—3,129-3,129-100%$579.6K———
Berger Financial Group, Inc
N/A—3,090-3,090-100%$572.4K———
Intellectus Partners, LLC
N/A—3,060-3,060-100%$566.8K———
Savvy Advisors, Inc.
N/A—3,055-3,055-100%$565.9K———
Pitcairn Wealth Advisors LLC
N/A—3,025-3,025-100%$560.3K———
Peak Retirement Planning, Inc.
N/A—2,990-2,990-100%$553.8K———
Lotus Technology Management, LP
N/A—2,950-2,950-100%$546.4K———
Bragg Financial Advisors, Inc
N/A—2,891-2,891-100%$535.5K———
GSA Capital Partners LLP
N/A—2,888-2,888-100%$535.0K———
Ark Wealth Advisors LLC
N/A—2,833-2,833-100%$524.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,815-2,815-100%$521.3K———
Seven Springs Wealth Group, LLC
N/A—2,809-2,809-100%$520.3K———
Cvfg LLC
N/A—2,775-2,775-100%$514.0K———
Traction Financial Partners, LLC
N/A—2,750-2,750-100%$509.4K———
Richard W. Paul & Associates, LLC
N/A—2,712-2,712-100%$502.3K———
Keystone Financial Group
N/A—2,707-2,707-100%$501.4K———
Vident Advisory, LLC
N/A—2,614-2,614-100%$484.2K———
Range Advisory, LLC
N/A—2,577-2,577-100%$477.4K———
Hamilton Capital Partners, LLC
N/A—2,574-2,574-100%$476.8K———
Strategies Wealth Advisors, LLC
N/A—2,547-2,547-100%$471.8K———
Smith, Moore & Co.
N/A—2,546-2,546-100%$471.6K———
IFC Advisors LLC
N/A—2,539-2,539-100%$470.3K———
BBR Partners, LLC
N/A—2,474-2,474-100%$458.3K———
Samara Investment Management, LLC
N/A—2,419-2,419-100%$448.1K———
Managed Asset Portfolios, LLC
N/A—2,409-2,409-100%$446.2K———
Astoria Portfolio Advisors Llc.
N/A—2,395-2,395-100%$443.5K———
Haverford Trust Co
N/A—2,374-2,374-100%$439.7K———
Gallagher Fiduciary Advisors, LLC
N/A—2,371-2,371-100%$439.3K———
Alpine Global Management, LLC
N/A—2,359-2,359-100%$437.0K———
Lifeworks Advisors, LLC
N/A—2,358-2,358-100%$436.8K———
Garden State Investment Advisory Services LLC
N/A—2,356-2,356-100%$436.5K———
F/m Investments LLC
N/A—2,354-2,354-100%$436.1K———
Hanover Advisors Inc
N/A—2,336-2,336-100%$432.7K———
Redwood Investment Management, LLC
N/A—2,290-2,290-100%$424.0K———
Stelac Advisory Services LLC
N/A—2,276-2,276-100%$421.6K———
Capital Advisors Inc
N/A—2,275-2,275-100%$421.5K———
Gateway Wealth Partners, LLC
N/A—2,272-2,272-100%$420.9K———
D L Carlson Investment Group Inc
N/A—2,258-2,258-100%$418.3K———
MWA Asset Management
N/A—2,241-2,241-100%$415.1K———
Resolute Wealth Advisor, Inc.
N/A—2,237-2,237-100%$361.8K———
L & S Advisors Inc
N/A—2,230-2,230-100%$413.1K———
Pure Financial Advisors, LLC
N/A—2,204-2,204-100%$408.2K———
Byrne Financial Freedom, LLC
N/A—2,189-2,189-100%$405.6K———
BlackDiamond Wealth Management, LLC
N/A—2,144-2,144-100%$395.8K———
Novak & Powell Financial Services, Inc.
N/A—2,138-2,138-100%$396.0K———
Northstar Financial Companies, Inc.
N/A—2,107-2,107-100%$390.3K———
BlueCrest Capital Management Ltd
N/A—2,100-2,100-100%$389.0K———
Whittier Trust Co of Nevada Inc
N/A—2,097-2,097-100%$382.5K———
Intrust Bank NA
N/A—2,069-2,069-100%$383.2K———
GTS Securities LLC
N/A—2,050-2,050-100%$379.7K———
Synergy Financial Group, LTD
N/A—2,038-2,038-100%$377.5K———
Syon Capital LLC
N/A—2,007-2,007-100%$371.8K———
Rathbones Group PLC
N/A—2,000-2,000-100%$370.5K———
AssuredPartners Investment Advisors, LLC
N/A—2,000-2,000-100%$370.5K———
Wealth Watch Advisors, Inc
N/A—1,990-1,990-100%$368.6K———
Prostatis Group LLC
N/A—1,911-1,911-100%$354.0K———
Stratos Investment Management, LLC
N/A—1,883-1,883-100%$348.9K———
Baldwin Investment Management, LLC
N/A—1,870-1,870-100%$346.4K———
Zacks Investment Management
N/A—1,861-1,861-100%$344.7K———
Aventura Private Wealth, LLC
N/A—1,856-1,856-100%$343.8K———
Xcelsior Advisor Partners LLC
N/A—1,850-1,850-100%$342.7K———
WealthTrust Axiom LLC
N/A—1,848-1,848-100%$342.4K———
Bearing Point Capital, LLC
N/A—1,830-1,830-100%$339.0K———
Purpose Unlimited Inc.
N/A—1,827-1,827-100%$337.9K———
Mission Creek Capital Partners, Inc.
N/A—1,795-1,795-100%$332.5K———
Tiemann Investment Advisors, LLC
N/A—1,780-1,780-100%$329.7K———
Private Wealth Asset Management, LLC
N/A—1,730-1,730-100%$320.4K———
Plotkin Financial Advisors, LLC
N/A—1,725-1,725-100%$319.5K———
Mayflower Financial Advisors, LLC
N/A—1,724-1,724-100%$319.3K———
Centric Wealth Management
N/A—1,713-1,713-100%$292.9K———
Main Street Financial Solutions, LLC
N/A—1,709-1,709-100%$316.6K———
Strategic Investment Advisors / MI
N/A—1,702-1,702-100%$315.3K———
STG Securities, LLC
N/A—1,689-1,689-100%$312.9K———
Vantus Wealth LLC
N/A—1,679-1,679-100%$311.0K———
Advisors Capital Management, LLC
N/A—1,678-1,678-100%$310.9K———
Chatterton & Associates Inc.
N/A—1,648-1,648-100%$298.5K———
Orleans Capital Management Corp
N/A—1,641-1,641-100%$304.0K———
Liberty Wealth Management LLC
N/A—1,621-1,621-100%$262.2K———
Price T Rowe Associates Inc
N/A—1,600-1,600-100%$297.0K———
Garrison Point Advisors, LLC
N/A—1,584-1,584-100%$293.4K———
Safeguard Investment Advisory Group, LLC
N/A—1,550-1,550-100%$287.0K———
Wilson & Boucher Capital Management, LLC
N/A—1,545-1,545-100%$286.2K———
Two Sigma Investments, LP
N/A—1,530-1,530-100%$283.4K———
Cofg Advisors, LLC
N/A—1,521-1,521-100%$281.7K———
Viaable, LLC
N/A—1,519-1,519-100%$278.5K———
Navis Wealth Advisors, LLC
N/A—1,500-1,500-100%$277.8K———
Verition Fund Management LLC
N/A—1,499-1,499-100%$277.7K———
Ancora Advisors LLCA
N/A—1,491-1,491-100%$276.2K———
Curi Capital, LLC
N/A—1,490-1,490-100%$276.0K———
LRI Investments, LLC
N/A—1,478-1,478-100%$273.8K———
Sovereign Financial Group, Inc.
N/A—1,469-1,469-100%$272.1K———
Westfuller Advisors, LLC
N/A—1,468-1,468-100%$271.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,466-1,466-100%$271.5K———
M3 Advisory Group, LLC
N/A—1,462-1,462-100%$270.9K———
Roundview Capital LLC
N/A—1,441-1,441-100%$266.9K———
Capstone Financial Advisors, Inc.
N/A—1,439-1,439-100%$266.5K———
Medallion Wealth Advisors, LLC
N/A—1,437-1,437-100%$266.8K———
Invesco Ltd.
N/A—1,435-1,435-100%$265.8K———
Wealth Alliance, LLC
N/A—1,432-1,432-100%$265.3K———
Birchcreek Wealth Management, LLC
N/A—1,431-1,431-100%$265.1K———
Front Row Advisors LLC
N/A—1,400-1,400-100%$260.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,362-1,362-100%$252.3K———
NCM Capital Management, LLC
N/A—1,360-1,360-100%$251.9K———
Magnolia Capital Advisors LLC
N/A—1,352-1,352-100%$250.4K———
Brown Brothers Harriman & Co
N/A—1,338-1,338-100%$247.8K———
EFG International AG
N/A—1,295-1,295-100%$239.9K———
Keystone Financial Services
N/A—1,285-1,285-100%$238.0K———
Fiduciary Financial Advisors
N/A—1,249-1,249-100%$234.9K———
USA Financial Formulas
N/A—1,245-1,245-100%$230.6K———
Star Financial Bank
N/A—1,236-1,236-100%$228.9K———
Leigh Baldwin & Co., LLC
N/A—1,235-1,235-100%$228.8K———
Novare Capital Management LLC
N/A—1,229-1,229-100%$227.6K———
Johnson Financial Group, Inc.
N/A—1,225-1,225-100%$226.9K———
Balanced Wealth Group LLC
N/A—1,219-1,219-100%$225.8K———
Vines Capital Management, LLC
N/A—1,209-1,209-100%$223.9K———
Wellington Management Group LLP
N/A—1,208-1,208-100%$223.8K———
Wealth Management Associates, Inc.
N/A—1,197-1,197-100%$221.7K———
Mcguire Capital Advisors Inc
N/A—1,192-1,192-100%$220.8K———
CVA Family Office, LLC
N/A—1,173-1,173-100%$217.3K———
Broadleaf Partners, LLC
N/A—1,154-1,154-100%$213.8K———
Madison Wealth Partners, Inc
N/A—1,137-1,137-100%$210.6K———
Corsicana & Co.
N/A—1,115-1,115-100%$206.5K———
Daybright Advisory Services, Inc.
N/A—1,113-1,113-100%$200.1K———
Lakeridge Wealth Management LLC
N/A—1,110-1,110-100%$205.6K———
Pacific SUN Financial Corp
N/A—1,098-1,098-100%$203.4K———
Lbmc Investment Advisors, LLC
N/A—1,092-1,092-100%$202.2K———
Tiaa Trust, National Association
N/A—1,074-1,074-100%$198.9K———
HM Payson & Co
N/A—1,000-1,000-100%$185.2K———
Allied Private Wealth LLC
N/A—995-995-100%$179.6K———
Delos Wealth Advisors, LLC
N/A—992-992-100%$183.7K———
Continuum Advisory, LLC
N/A—946-946-100%$175.2K———
FWL Investment Management, LLC
N/A—875-875-100%$162.1K———
Capital Analysts, LLC
N/A—801-801-100%$138.0K———
Oxford Financial Group, Ltd. LLC
N/A—775-775-100%$143.6K———
IMA Advisory Services, Inc.
N/A—756-756-100%$140.0K———
Dunhill Financial, LLC
N/A—743-743-100%$137.6K———
South Plains Financial, Inc.
N/A—720-720-100%$133.4K———
Bollard Group LLC
N/A—719-719-100%$133.0K———
Burnham & Co LLC
N/A—694-694-100%$128.6K———
Bravera Wealth
N/A—688-688-100%$127.4K———
Tiaa Wealth Investment Management LLC
N/A—665-665-100%$122.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—620-620-100%$114.8K———
Sachetta, LLC
N/A—610-610-100%$112.9K———
Vision Retirement, LLC
N/A—579-579-100%$107.3K———
Banque Cantonale Vaudoise
N/A—554-554-100%$103.0K———
FAS Wealth Partners, Inc.
N/A—545-545-100%$101.0K———
Crewe Advisors LLC
N/A—538-538-100%$99.7K———
Raffa Wealth Management, LLC
N/A—535-535-100%$99.1K———
Tanglewood Legacy Advisors, LLC
N/A—535-535-100%$99.1K———
Avalon Trust Co
N/A—530-530-100%$98.2K———
Ramirez Asset Management, Inc.
N/A—500-500-100%$92.6K———
New Republic Capital, LLC
N/A—493-493-100%$91.3K———
Strategic Wealth Partners, Ltd.
N/A—455-455-100%$84.3K———
Napier Financial, LLC
N/A—443-443-100%$82.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—430-430-100%$79.7K———
Cambient Family Office, LLC
N/A—427-427-100%$79.1K———
Orion Capital Management LLC
N/A—425-425-100%$78.7K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—400-400-100%$74.1K———
Hollencrest Capital Management
N/A—387-387-100%$71.7K———
Bartlett & Co. Wealth Management LLC
N/A—379-379-100%$70.2K———
BOK Financial Private Wealth, Inc.
N/A—360-360-100%$66.7K———
ST Germain D J Co Inc
N/A—339-339-100%$62.8K———
Synergy Investment Management, LLC
N/A—323-323-100%$59.8K———
Innovative Asset Advisors Group, LLC
N/A—320-320-100%$59.3K———
HHM Wealth Advisors, LLC
N/A—311-311-100%$57.6K———
Ameriflex Group, Inc.
N/A—307-307-100%$56.9K———
Operose Advisors LLC
N/A—306-306-100%$56.7K———
Family Manage LLC
N/A—300-300-100%$55.6K———
Credit Industriel ET Commercial
N/A—283-283-100%$52.4K———
Windsor Advisory Group, LLC
N/A—266-266-100%$49.3K———
Rothschild Investment LLC
N/A—243-243-100%$45.1K———
SHP Wealth Management
N/A—242-242-100%$44.8K———
MidFirst Bank
N/A—232-232-100%$43.0K———
Matrix Private Capital Group LLC
N/A—225-225-100%$41.7K———
Colonial Trust Advisors
N/A—217-217-100%$40.2K———
Pursuit Wealth Strategies, LLC
N/A—209-209-100%$38.6K———
Cary Street Partners Investment Advisory LLC
N/A—203-203-100%$37.6K———
Bellevue Asset Management, LLC
N/A—192-192-100%$35.6K———
Regatta Research & Money Management
N/A—171-171-100%$31.5K———
XP Advisory US, Inc.
N/A—167-167-100%$30.9K———
Rialto Wealth Management, LLC
N/A—163-163-100%$30.2K———
Ankerstar Wealth, LLC
N/A—160-160-100%$29.6K———
Truvestments Capital LLC
N/A—156-156-100%$29.0K———
Colonial Trust Co / SC
N/A—150-150-100%$27.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—113-113-100%$20.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—93-93-100%$17.2K———
Bogart Wealth, LLC
N/A—88-88-100%$16.3K———
JDM Financial Group LLC
N/A—75-75-100%$13.9K———
1 North Wealth Services LLC
N/A—57-57-100%$10.6K———
Vanguard National Trust Co
N/A—51-51-100%$9.4K———
Kerr Financial Planning Corp
N/A—49-49-100%$9.1K———
Financial Gravity Companies, Inc.
N/A—46-46-100%$8.5K———
Millstone Evans Group, LLC
N/A—43-43-100%$8.0K———
PIN OAK Investment Advisors Inc
N/A—40-40-100%$7———
Swan Capital LLC
N/A—34-34-100%$6.3K———
Nalls Sherbakoff Group, LLC
N/A—32-32-100%$5.9K———
Keating Financial Advisory Services, Inc.
N/A—30-30-100%$5.6K———
WealthShield Partners, LLC
N/A—11-11-100%$2.0K———
Tower Research Capital LLC (TRC)
N/A—10-10-100%$1.9K———
Westend Capital Management, LLC
N/A—8-8-100%$1.5K———
Quantum Portfolio Management LLC
N/A—5-5-100%$926———
Silicon Valley Capital Partners
N/A—4-4-100%$747———
Abound Financial, LLC
N/A—2-2-100%$370———
Capital Advisor Network LLC
N/A—2-2-100%$370———
Caitlin John, LLC
N/A—1-1-100%$185———
Financial Life Planners
N/A—00—$87———
Showing 1739 of 1739 institutions