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SS Technology Select Sector (XLK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares15,640,895 from 15,806,183
Change-165,288 (-1%)
Value$3.1B (+$50.3M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares4,752,497 from 4,907,844
Change-155,347 (-3%)
Value$930.3M (-$4.7M)
Filed 2026-10-30
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares3,665,277 from 5,647,173
Change-1,981,896 (-35%)
Value$717.5M (-$358.4M)
Filed 2026-11-09
WestEnd Advisors, LLC
DECREASED
Shares3,346,905 from 3,360,440
Change-13,535 (0%)
Value$655.2M (+$14.9M)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares2,655,987 from 2,682,109
Change-26,122 (-1%)
Value$519.9M (+$8.9M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares2,340,542 from 2,141,700
Change+198,842 (+9%)
Value$458.2M (+$50.1M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares1,590,925 from 1,580,320
Change+10,605 (+1%)
Value$311.4M (+$10.3M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares1,590,771 from 1,560,039
Change+30,732 (+2%)
Value$311.4M (+$14.2M)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares1,546,972 from 1,611,687
Change-64,715 (-4%)
Value$302.8M (-$4.2M)
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares1,545,035 from 1,387,848
Change+157,187 (+11%)
Value$302.4M (+$38.0M)
Filed 2026-11-03
KCM Investment Advisors LLC
INCREASED
Shares1,358,079 from 1,355,853
Change+2,226 (+0%)
Value$265.8M (+$7.5M)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares1,286,324 from 1,326,949
Change-40,625 (-3%)
Value$251.8M (-$1.0M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,283,570 from 1,397,341
Change-113,771 (-8%)
Value$251.2K (-$265.9M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares1,206,358 from 1,566,942
Change-360,584 (-23%)
Value$236.1M (-$62.4M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares1,184,059 from 1,213,135
Change-29,076 (-2%)
Value$231.8M (+$652.9K)
Filed 2026-11-09
Fifth Third Bancorp
DECREASED
Shares1,103,868 from 1,117,925
Change-14,057 (-1%)
Value$216.1M (+$3.1M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares975,205 from 1,113,441
Change-138,236 (-12%)
Value$190.9K (-$211.9M)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares954,081 from 925,282
Change+28,799 (+3%)
Value$186.8M (+$10.5M)
Filed 2026-10-29
Factory Mutual Insurance Co
NEW
Shares937,000
Change+937,000
Value$183.4M
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares936,759 from 988,787
Change-52,028 (-5%)
Value$183.4M (-$5.0M)
Filed 2026-10-22
BAR Harbor Wealth Management
DECREASED
Shares926,311 from 929,180
Change-2,869 (0%)
Value$181.3M (+$4.3M)
Filed 2026-10-21
71 West Capital Partners
INCREASED
Shares916,269 from 895,570
Change+20,699 (+2%)
Value$179.4M (+$8.7M)
Filed 2026-11-04
Conservest Capital Advisors, Inc.
DECREASED
Shares850,227 from 872,595
Change-22,368 (-3%)
Value$166.4M (+$185.2K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares752,386 from 703,129
Change+49,257 (+7%)
Value$147.3M (+$13.3M)
Filed 2026-11-02
Phoenix Financial Ltd.
DECREASED
Shares751,393 from 988,272
Change-236,879 (-24%)
Value$147.1M (-$41.2M)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares704,614 from 689,659
Change+14,955 (+2%)
Value$137.9M (+$6.5M)
Filed 2026-10-21
Trek Financial, LLC
INCREASED
Shares686,325 from 655,384
Change+30,941 (+5%)
Value$134.3M (+$9.5M)
Filed 2026-10-29
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares675,043 from 658,332
Change+16,711 (+3%)
Value$132.1M (+$6.7M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares612,897 from 583,125
Change+29,772 (+5%)
Value$120.0M (+$8.9M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares607,882 from 194,464
Change+413,418 (+213%)
Value$119.0M (+$84.5M)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares604,085 from 636,291
Change-32,206 (-5%)
Value$118.2M (-$3.0M)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares582,566 from 613,988
Change-31,422 (-5%)
Value$114.0M (-$2.9M)
Filed 2026-10-08
Evolution Wealth Advisors, LLC
INCREASED
Shares544,637 from 517,308
Change+27,329 (+5%)
Value$106.6M (+$8.1M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares541,544 from 519,530
Change+22,014 (+4%)
Value$106.9M (+$10.7M)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares538,484 from 501,055
Change+37,429 (+7%)
Value$105.7M (+$10.3M)
Filed 2026-10-13
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares514,600 from 514,600
Change0 (0%)
Value$100.7M (+$2.7M)
Filed 2026-10-29
IMZ Advisory Inc
INCREASED
Shares511,698 from 491,428
Change+20,270 (+4%)
Value$100.2M (+$6.5M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares476,525 from 550,019
Change-73,494 (-13%)
Value$93.3M (-$11.5M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares472,165 from 479,793
Change-7,628 (-2%)
Value$92.4M (+$1.0M)
Filed 2026-10-16
FMR LLC
INCREASED
Shares462,925 from 458,324
Change+4,601 (+1%)
Value$90.6M (+$3.3M)
Filed 2026-11-10
AlphaStar Capital Management, LLC
INCREASED
Shares446,478 from 427,342
Change+19,136 (+4%)
Value$87.4M (+$6.0M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares443,406 from 181,242
Change+262,164 (+145%)
Value$86.8M (+$52.3M)
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED
Shares433,849 from 523,647
Change-89,798 (-17%)
Value$84.9M (-$14.8M)
Filed 2026-10-08
Wharton Business Group, LLC
DECREASED
Shares431,465 from 450,797
Change-19,332 (-4%)
Value$84.5M (-$1.4M)
Filed 2026-11-09
HighPoint Advisor Group LLC
DECREASED
Shares421,926 from 468,127
Change-46,201 (-10%)
Value$82.6M (-$6.6M)
Filed 2026-11-09
Salomon & Ludwin, LLC
INCREASED
Shares417,242 from 404,790
Change+12,452 (+3%)
Value$81.7M (+$6.4M)
Filed 2026-10-29
Marks Wealth, LLC
INCREASED
Shares416,039 from 2,802
Change+413,237 (+14748%)
Value$81.4M (+$80.9M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares413,361 from 365,638
Change+47,723 (+13%)
Value$80.8M (+$13.5M)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares403,360 from 66,339
Change+337,021 (+508%)
Value$76.3M (+$64.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares403,360 from 66,339
Change+337,021 (+508%)
Value$76.3M (+$64.7M)
Filed 2026-10-20
Asset Advisors Investment Management, LLC
INCREASED
Shares395,779 from 350,776
Change+45,003 (+13%)
Value$77.5M (+$10.6M)
Filed 2026-10-19
Lighthouse Financial Services Inc
DECREASED
Shares374,086 from 381,176
Change-7,090 (-2%)
Value$73.2M (+$2.5M)
Filed 2026-11-02
Meitav Investment House LTD
INCREASED
Shares373,960 from 354,121
Change+19,839 (+6%)
Value$73.1M (+$5.7M)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
INCREASED
Shares362,614 from 353,552
Change+9,062 (+3%)
Value$71.0M (+$3.6M)
Filed 2026-10-27
Ayalon Insurance Comp Ltd.
INCREASED
Shares361,745 from 342,177
Change+19,568 (+6%)
Value$70.8K (+$5.6K)
Filed 2026-10-08
Bellwether Advisors, LLC
DECREASED
Shares359,601 from 376,090
Change-16,489 (-4%)
Value$70.4M (-$1.3M)
Filed 2026-11-09
Carnegie Investment Counsel
DECREASED
Shares344,554 from 344,853
Change-299 (0%)
Value$67.4M (+$1.7M)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares323,595 from 300,648
Change+22,947 (+8%)
Value$63.3M (+$6.1M)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares319,744 from 327,896
Change-8,152 (-2%)
Value$62.6K (-$62.4M)
Filed 2026-10-26
Kwmg, LLC
INCREASED
Shares308,224 from 303,343
Change+4,881 (+2%)
Value$60.3M (+$2.5M)
Filed 2026-10-07
Thrivent Financial for Lutherans
DECREASED
Shares296,452 from 419,785
Change-123,333 (-29%)
Value$58.1K (-$80.0M)
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares289,192 from 304,184
Change-14,992 (-5%)
Value$56.6M (-$1.3M)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares278,734 from 235,900
Change+42,834 (+18%)
Value$54.6M (+$9.6M)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares277,918 from 276,107
Change+1,811 (+1%)
Value$54.4M (+$1.8M)
Filed 2026-10-14
Petredis Investment Advisors LLC
DECREASED
Shares276,953 from 277,210
Change-257 (0%)
Value$54.2M (+$1.4M)
Filed 2026-10-20
Citizens Financial Group Inc
DECREASED
Shares272,757 from 274,476
Change-1,719 (-1%)
Value$53.4M (+$1.1M)
Filed 2026-10-23
WBH Advisory Inc
DECREASED
Shares269,062 from 285,011
Change-15,949 (-6%)
Value$52.7M (-$1.6M)
Filed 2026-11-05
NWF Advisory Services Inc.
DECREASED
Shares265,929 from 267,452
Change-1,523 (-1%)
Value$52.1M (+$1.1M)
Filed 2026-10-19
Chemung Canal Trust Co
DECREASED
Shares264,696 from 267,800
Change-3,104 (-1%)
Value$51.8M (+$793.0K)
Filed 2026-11-04
Banco Santander, S.A.
INCREASED
Shares261,495 from 178,699
Change+82,796 (+46%)
Value$51.2M (+$17.1M)
Filed 2026-11-10
Independent Financial Group, LLC
INCREASED
Shares259,672 from 259,558
Change+114 (+0%)
Value$50.8M (+$1.4M)
Filed 2026-10-13
Essex LLC
INCREASED
Shares258,299 from 257,932
Change+367 (+0%)
Value$50.6M (+$1.4M)
Filed 2026-10-14
Horizon Wealth Management, LLC
INCREASED
Shares252,039 from 250,751
Change+1,288 (+1%)
Value$49.3M (+$1.6M)
Filed 2026-11-02
First Interstate Bank
INCREASED
Shares250,871 from 248,803
Change+2,068 (+1%)
Value$49.1M (+$1.7M)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares250,333 from 247,691
Change+2,642 (+1%)
Value$49.0M (+$1.8M)
Filed 2026-11-05
Nelson Capital Management, LLC
INCREASED
Shares248,995 from 200,639
Change+48,356 (+24%)
Value$48.7M (+$10.5M)
Filed 2026-11-09
Exchange Traded Concepts, LLC
INCREASED
Shares245,450 from 238,902
Change+6,548 (+3%)
Value$48.0M (+$2.5M)
Filed 2026-10-28
Yarbrough Capital, LLC
UNCHANGED
Shares244,080 from 244,080
Change0 (0%)
Value$47.8M (+$1.3M)
Filed 2026-10-19
ARS Wealth Advisors Group, LLC
DECREASED
Shares233,998 from 235,568
Change-1,570 (-1%)
Value$45.8M (+$924.8K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares232,603 from 231,978
Change+625 (+0%)
Value$45.5M (+$1.3M)
Filed 2026-10-15
Strategic Point Investment Advisors, LLC
DECREASED
Shares232,537 from 233,868
Change-1,331 (-1%)
Value$45.5M (+$962.6K)
Filed 2026-10-29
Intrua Financial, LLC
DECREASED
Shares228,261 from 256,928
Change-28,667 (-11%)
Value$44.7M (-$4.3M)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares226,549 from 231,511
Change-4,962 (-2%)
Value$44.3M (+$239.5K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares226,030 from 227,693
Change-1,663 (-1%)
Value$44.2M (+$865.3K)
Filed 2026-10-26
Wealthfront Advisers LLC
DECREASED
Shares219,721 from 222,792
Change-3,071 (-1%)
Value$43.0M (+$564.1K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares216,963 from 202,782
Change+14,181 (+7%)
Value$42.5M (+$3.8M)
Filed 2026-11-05
Agur Provident & Training Funds Management LTD
INCREASED
Shares209,100 from 101,900
Change+107,200 (+105%)
Value$409.3K (-$1.4M)
Filed 2026-11-02
Rezny Wealth Management, Inc.
INCREASED
Shares204,530 from 196,690
Change+7,840 (+4%)
Value$40.0M (+$2.6M)
Filed 2026-10-15
Victory Financial Group, LLC
INCREASED
Shares203,267 from 203,068
Change+199 (+0%)
Value$39.8M (+$1.1M)
Filed 2026-10-27
Oakworth Capital, Inc.
DECREASED
Shares202,793 from 204,424
Change-1,631 (-1%)
Value$39.7M (+$1.1M)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares201,570 from 204,500
Change-2,930 (-1%)
Value$39.5M (+$540.7K)
Filed 2026-10-08
Biltmore Wealth Management, LLC
DECREASED
Shares199,868 from 208,740
Change-8,872 (-4%)
Value$39.1M (-$644.9K)
Filed 2026-10-09
Foguth Wealth Management, Llc.
INCREASED
Shares194,066 from 166,200
Change+27,866 (+17%)
Value$35.6M (+$6.4M)
Filed 2026-10-19
Joel Isaacson & Co., LLC
DECREASED
Shares193,440 from 194,523
Change-1,083 (-1%)
Value$37.9M (+$805.3K)
Filed 2026-11-05
Encompass More Asset Management
INCREASED
Shares193,369 from 110,262
Change+83,107 (+75%)
Value$37.9M (+$16.8M)
Filed 2026-10-16
Gratus Wealth Advisors, LLC
DECREASED
Shares192,390 from 197,532
Change-5,142 (-3%)
Value$37.7M (+$26.6K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares191,321 from 185,272
Change+6,049 (+3%)
Value$37.5M (+$2.2M)
Filed 2026-11-03
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares187,346 from 187,346
Change0 (0%)
Value$36.7M (+$979.8K)
Filed 2026-11-09
Trilogy Capital Inc.
DECREASED
Shares183,596 from 292,342
Change-108,746 (-37%)
Value$35.9M (-$19.8M)
Filed 2026-10-20
Roble, Belko & Company, Inc
DECREASED
Shares181,180 from 181,464
Change-284 (0%)
Value$35.5K (-$34.5M)
Filed 2026-11-09
Apollon Financial, LLC
DECREASED
Shares178,146 from 187,348
Change-9,202 (-5%)
Value$34.9M (-$821.3K)
Filed 2026-10-23
Orange Investment Advisors, Inc.
DECREASED
Shares176,670 from 183,366
Change-6,696 (-4%)
Value$34.6M (-$351.7K)
Filed 2026-10-23
Forbes J M & Co LLP
UNCHANGED
Shares174,978 from 174,978
Change0 (0%)
Value$34.3M (+$915.1K)
Filed 2026-10-16
Fairfield Financial Advisors, LTD
DECREASED
Shares174,829 from 184,159
Change-9,330 (-5%)
Value$34.2M (-$863.3K)
Filed 2026-10-14
High Note Wealth, LLC
DECREASED
Shares174,132 from 180,468
Change-6,336 (-4%)
Value$34.1M (-$296.4K)
Filed 2026-10-27
Daido Life Insurance Co
UNCHANGED
Shares170,556 from 170,556
Change0 (0%)
Value$33.4K (-$32.5M)
Filed 2026-11-05
PTM Wealth Management, LLC
DECREASED
Shares167,086 from 167,527
Change-441 (0%)
Value$33.8M (+$4.3M)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares165,884 from 163,253
Change+2,631 (+2%)
Value$32.5M (+$1.4M)
Filed 2026-10-30
Presper Financial Architects, LLC
DECREASED
Shares164,094 from 166,401
Change-2,307 (-1%)
Value$32.1M (+$418.7K)
Filed 2026-11-09
Tiller Private Wealth, Inc.
DECREASED
Shares163,013 from 173,196
Change-10,183 (-6%)
Value$31.9M (-$1.1M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares160,473 from 142,007
Change+18,466 (+13%)
Value$31.4M (+$4.4M)
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares159,794 from 109,925
Change+49,869 (+45%)
Value$31.3M (+$10.3M)
Filed 2026-10-14
NewSquare Capital LLC
INCREASED
Shares158,249 from 157,010
Change+1,239 (+1%)
Value$31.0M (+$1.1M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares151,601 from 149,144
Change+2,457 (+2%)
Value$28.9M (+$468.0K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares150,088 from 152,811
Change-2,723 (-2%)
Value$29.4M (+$266.2K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares149,566 from 33,614
Change+115,952 (+345%)
Value$25.3M (+$19.1M)
Filed 2026-11-04
TradeWell Securities, Llc.
DECREASED
Shares149,449 from 154,489
Change-5,040 (-3%)
Value$29.3M (-$178.5K)
Filed 2026-10-21
Midwest Trust Co
DECREASED
Shares149,086 from 153,807
Change-4,721 (-3%)
Value$29.2M (-$119.7K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
INCREASED
Shares149,029 from 3,990
Change+145,039 (+3635%)
Value$29.2M (+$28.4M)
Filed 2026-10-23
Great Valley Advisor Group, Inc.
INCREASED
Shares146,828 from 112,578
Change+34,250 (+30%)
Value$28.7M (+$7.3M)
Filed 2026-11-09
Focus Financial Network, Inc.
INCREASED
Shares143,441 from 137,844
Change+5,597 (+4%)
Value$28.1M (+$1.8M)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares142,731 from 146,887
Change-4,156 (-3%)
Value$27.9M (-$45.3K)
Filed 2026-10-30
Bonfire Financial
INCREASED
Shares142,140 from 142,057
Change+83 (+0%)
Value$27.8M (+$759.2K)
Filed 2026-11-06
Southern Capital Services Inc
DECREASED
Shares140,518 from 145,479
Change-4,961 (-3%)
Value$27.5M (-$210.2K)
Filed 2026-10-19
United Asset Strategies, Inc.
DECREASED
Shares140,102 from 155,687
Change-15,585 (-10%)
Value$27.4M (-$2.2M)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares139,374 from 135,799
Change+3,575 (+3%)
Value$27.3M (+$1.4M)
Filed 2026-11-02
Socha Financial Group, LLC
DECREASED
Shares137,778 from 142,093
Change-4,315 (-3%)
Value$27.0M (-$101.4K)
Filed 2026-11-03
Flagship Capital Management Inc.
DECREASED
Shares135,742 from 138,561
Change-2,819 (-2%)
Value$26.6M (+$172.9K)
Filed 2026-10-20
Independence Wealth Advisors, LLC
DECREASED
Shares132,960 from 134,615
Change-1,655 (-1%)
Value$26.0M (+$386.9K)
Filed 2026-10-29
VMS Asset Management Limited
NEW
Shares130,792
Change+130,792
Value$25.6M
Filed 2026-10-15
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares130,239 from 122,835
Change+7,404 (+6%)
Value$25.5M (+$2.1M)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares130,044 from 137,974
Change-7,930 (-6%)
Value$25.5M (-$830.7K)
Filed 2026-11-04
Atlas Capital Advisors Inc.
INCREASED
Shares126,433 from 120,777
Change+5,656 (+5%)
Value$32.3M (+$9.3M)
Filed 2026-11-09
Keystone Global Partners, LLC
DECREASED
Shares124,514 from 146,103
Change-21,589 (-15%)
Value$24.4M (-$3.5M)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares124,204 from 120,704
Change+3,500 (+3%)
Value$24.3K (-$23.0M)
Filed 2026-11-05
Advisors Preferred, LLC
INCREASED
Shares123,001 from 55,839
Change+67,162 (+120%)
Value$24.6M (+$14.5M)
Filed 2026-11-09
Western Wealth Management, LLC
DECREASED
Shares119,979 from 120,700
Change-721 (-1%)
Value$23.5M (+$490.3K)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares118,828 from 113,967
Change+4,861 (+4%)
Value$23.5M (+$2.4M)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares118,643 from 209,968
Change-91,325 (-43%)
Value$23.2M (-$16.8M)
Filed 2026-10-27
Tompkins Financial Corp
DECREASED
Shares118,232 from 121,594
Change-3,362 (-3%)
Value$23.1M (-$22.2K)
Filed 2026-10-05
Compass Wealth Management, LLC
INCREASED
Shares118,122 from 114,699
Change+3,423 (+3%)
Value$23.1M (+$1.3M)
Filed 2026-10-30
Venture Visionary Partners LLC
INCREASED
Shares117,744 from 116,035
Change+1,709 (+1%)
Value$23.0M (+$941.3K)
Filed 2026-10-07
Compass Financial Management LLC
INCREASED
Shares116,979 from 108,775
Change+8,204 (+8%)
Value$22.9M (+$2.3M)
Filed 2026-10-30
TCP Asset Management, LLC
INCREASED
Shares116,860 from 115,675
Change+1,185 (+1%)
Value$23.3M (+$1.3M)
Filed 2026-10-14
Affinity Capital Advisors, LLC
DECREASED
Shares116,541 from 119,973
Change-3,432 (-3%)
Value$23.2M (+$1.1M)
Filed 2026-10-13
AMG National Trust Bank
DECREASED
Shares115,804 from 116,902
Change-1,098 (-1%)
Value$22.7M (+$396.5K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares114,481 from 120,212
Change-5,731 (-5%)
Value$22.4K (-$493)
Filed 2026-10-02
Premier Path Wealth Partners, LLC
DECREASED
Shares113,997 from 137,353
Change-23,356 (-17%)
Value$22.3M (-$3.9M)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED
Shares113,859 from 114,886
Change-1,027 (-1%)
Value$20.9M (-$404.4K)
Filed 2026-10-28
Cooksen Wealth, LLC
DECREASED
Shares113,609 from 115,698
Change-2,089 (-2%)
Value$22.6M (+$540.5K)
Filed 2026-10-13
Schorn Wealth LLC
INCREASED
Shares113,248 from 110,809
Change+2,439 (+2%)
Value$22.2M (+$1.1M)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares112,987 from 106,005
Change+6,982 (+7%)
Value$22.1M (+$1.9M)
Filed 2026-10-28
Rockland Trust Co
DECREASED
Shares110,293 from 114,525
Change-4,232 (-4%)
Value$21.6M (-$229.4K)
Filed 2026-10-05
M&T Bank Corp
DECREASED
Shares109,695 from 131,112
Change-21,417 (-16%)
Value$21.5M (-$3.5M)
Filed 2026-11-10
Money Concepts Capital Corp
DECREASED
Shares108,254 from 122,230
Change-13,976 (-11%)
Value$21.2M (-$2.1M)
Filed 2026-11-06
Parkside Investments, LLC
DECREASED
Shares107,840 from 109,667
Change-1,827 (-2%)
Value$21.1M (+$215.9K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares107,005 from 109,680
Change-2,675 (-2%)
Value$20.9M (+$50.0K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares106,480 from 93,456
Change+13,024 (+14%)
Value$20.8M (+$3.0M)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares104,810 from 101,529
Change+3,281 (+3%)
Value$20.5M (+$1.7M)
Filed 2026-10-13
Simplex Trading, LLC
INCREASED
Shares103,760 from 32,789
Change+70,971 (+216%)
Value$20.3M (+$14.1M)
Filed 2026-11-04
Schnieders Capital Management, Llc.
INCREASED
Shares103,725 from 103,518
Change+207 (+0%)
Value$20.3M (+$582.0K)
Filed 2026-11-09
Legacy Advisors, LLC
INCREASED
Shares102,879 from 102,692
Change+187 (+0%)
Value$20.1M (+$573.7K)
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares102,335 from 105,415
Change-3,080 (-3%)
Value$20.0M (-$51.4K)
Filed 2026-11-05
Es4, LLC
INCREASED
Shares101,442 from 98,077
Change+3,365 (+3%)
Value$19.9M (+$1.2M)
Filed 2026-11-09
Mirae Asset Securities (USA) Inc.
NEW
Shares100,636
Change+100,636
Value$19.7M
Filed 2026-10-15
Welch Financial Planning, LLC
INCREASED
Shares100,362 from 96,704
Change+3,658 (+4%)
Value$19.6M (+$1.2M)
Filed 2026-11-06
Relyea Zuckerberg Hanson LLC
INCREASED
Shares100,170 from 100,169
Change+1 (0%)
Value$19.6M (+$524.1K)
Filed 2026-10-20
Tamar Securities, LLC
INCREASED
Shares100,097 from 89,859
Change+10,238 (+11%)
Value$19.6M (+$2.5M)
Filed 2026-11-03
TTP Investments, Inc.
INCREASED
Shares99,949 from 20,055
Change+79,894 (+398%)
Value$19.6M (+$15.7M)
Filed 2026-10-30
Comprehensive Wealth Management, LLC
DECREASED
Shares98,588 from 100,267
Change-1,679 (-2%)
Value$19.3M (+$195.6K)
Filed 2026-11-02
Financially Speaking Inc
NEW
Shares98,204
Change+98,204
Value$19.2M
Filed 2026-11-05
Attessa Capital LLC
INCREASED
Shares97,444 from 92,205
Change+5,239 (+6%)
Value$19.1M (+$1.5M)
Filed 2026-10-09
Toth Financial Advisory Corp
INCREASED
Shares96,910 from 96,147
Change+763 (+1%)
Value$19.0M (+$652.3K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares95,140 from 100,599
Change-5,459 (-5%)
Value$18.6M (-$542.5K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
DECREASED
Shares94,700 from 103,378
Change-8,678 (-8%)
Value$18.5M (-$1.2M)
Filed 2026-10-13
Bank Hapoalim BM
DECREASED
Shares93,823 from 95,087
Change-1,264 (-1%)
Value$18.4K (-$18.1M)
Filed 2026-11-10
Montag A & Associates Inc
DECREASED
Shares93,628 from 98,593
Change-4,965 (-5%)
Value$18.3M (-$456.3K)
Filed 2026-10-29
Fifth Third Securities, Inc.
DECREASED
Shares93,094 from 106,105
Change-13,011 (-12%)
Value$18.2M (-$2.0M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares92,949 from 96,367
Change-3,418 (-4%)
Value$18.2M (-$165.0K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares92,306 from 97,965
Change-5,659 (-6%)
Value$18.1M (-$595.4K)
Filed 2026-10-20
Fox Financial, Inc
DECREASED
Shares91,924 from 97,401
Change-5,477 (-6%)
Value$18.0M (-$562.7K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares91,414 from 74,625
Change+16,789 (+23%)
Value$17.9M (+$3.7M)
Filed 2026-11-05
Global Wealth Strategies & Associates
INCREASED
Shares90,045 from 76,299
Change+13,746 (+18%)
Value$17.6M (+$3.1M)
Filed 2026-10-02
Measured Wealth Private Client Group, LLC
DECREASED
Shares89,667 from 91,922
Change-2,255 (-2%)
Value$17.6M (+$39.3K)
Filed 2026-11-10
Centennial Bank
INCREASED
Shares89,652 from 70,358
Change+19,294 (+27%)
Value$17.5M (+$4.1M)
Filed 2026-11-09
McKinley Carter Wealth Services, Inc.
DECREASED
Shares89,110 from 89,814
Change-704 (-1%)
Value$17.4M (+$332.0K)
Filed 2026-10-16
LightSquare Wealth Management, LLC
DECREASED
Shares88,855 from 92,415
Change-3,560 (-4%)
Value$17.4M (-$213.7K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares87,821 from 50,383
Change+37,438 (+74%)
Value$17.2M (+$7.6M)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares87,563 from 52,470
Change+35,093 (+67%)
Value$17.1M (+$7.1M)
Filed 2026-11-03
Adams Diversified Equity Fund, Inc.
INCREASED
Shares87,500 from 60,600
Change+26,900 (+44%)
Value$17.1M (+$5.6M)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED
Shares86,878 from 87,352
Change-474 (-1%)
Value$17.0M (+$363.9K)
Filed 2026-10-05
Level Four Advisory Services, LLC
DECREASED
Shares86,709 from 87,674
Change-965 (-1%)
Value$17.0M (+$269.7K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares86,004 from 86,544
Change-540 (-1%)
Value$17.0M (+$484.4K)
Filed 2026-10-23
Pachira Investments Inc.
INCREASED
Shares82,885 from 70,786
Change+12,099 (+17%)
Value$16.2M (+$2.7M)
Filed 2026-10-14
Shepherd Financial Partners LLC
INCREASED
Shares82,650 from 82,563
Change+87 (+0%)
Value$16.2M (+$448.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares82,145 from 86,130
Change-3,985 (-5%)
Value$16.1M (-$329.5K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares82,003 from 83,110
Change-1,107 (-1%)
Value$16.1M (+$218.0K)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares81,962 from 77,532
Change+4,430 (+6%)
Value$16.0M (+$1.3M)
Filed 2026-10-15
Lodestar Private Asset Management LLC
DECREASED
Shares81,029 from 83,529
Change-2,500 (-3%)
Value$15.9M (-$52.7K)
Filed 2026-10-26
Horizon Financial Services, LLC
INCREASED
Shares80,429 from 71,384
Change+9,045 (+13%)
Value$15.7M (+$2.1M)
Filed 2026-11-04
Cercano Management LLC
DECREASED
Shares79,973 from 86,935
Change-6,962 (-8%)
Value$15.7M (-$908.1K)
Filed 2026-11-10
Mesirow Financial Investment Management, Inc.
DECREASED
Shares78,916 from 79,078
Change-162 (0%)
Value$15.4M (+$381.9K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares78,287 from 73,695
Change+4,592 (+6%)
Value$15.3M (+$1.3M)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED
Shares77,451 from 78,689
Change-1,238 (-2%)
Value$15.2M (+$169.2K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares77,312 from 113,816
Change-36,504 (-32%)
Value$15.1M (-$6.6M)
Filed 2026-10-14
Sage Capital Advisors,llc
DECREASED
Shares76,940 from 78,002
Change-1,062 (-1%)
Value$15.1M (+$200.0K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares76,781 from 67,347
Change+9,434 (+14%)
Value$15.0M (+$2.2M)
Filed 2026-10-23
Kennicott Capital Management LLC
DECREASED
Shares76,178 from 76,223
Change-45 (0%)
Value$14.9M (+$389.8K)
Filed 2026-10-16
Chesapeake Wealth Management
DECREASED
Shares75,999 from 77,961
Change-1,962 (-3%)
Value$14.9M (+$23.7K)
Filed 2026-11-09
Duncker Streett & Co Inc
INCREASED
Shares75,645 from 75,165
Change+480 (+1%)
Value$14.8M (+$487.1K)
Filed 2026-10-27
McCollum Christoferson Group LLC
DECREASED
Shares75,392 from 77,149
Change-1,757 (-2%)
Value$14.8M (+$59.6K)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares75,222 from 72,597
Change+2,625 (+4%)
Value$14.6M (+$722.1K)
Filed 2026-10-14
Pine Valley Investments Ltd Liability Co
INCREASED
Shares75,115 from 71,882
Change+3,233 (+5%)
Value$14.7M (+$1.0M)
Filed 2026-11-09
3Edge Asset Management, LP
DECREASED
Shares74,486 from 203,567
Change-129,081 (-63%)
Value$14.6M (-$24.2M)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares73,883 from 67,401
Change+6,482 (+10%)
Value$14.5M (+$1.6M)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares73,438 from 63,676
Change+9,762 (+15%)
Value$14.4M (+$2.2M)
Filed 2026-10-13
Royal Fund Management, LLC
INCREASED
Shares73,153 from 61,305
Change+11,848 (+19%)
Value$14.3M (+$2.6M)
Filed 2026-10-22
Darwin Wealth Management, LLC
DECREASED
Shares73,148 from 77,222
Change-4,074 (-5%)
Value$14.3M (-$393.5K)
Filed 2026-11-09
Baker Avenue Asset Management, LP
INCREASED
Shares73,097 from 65,628
Change+7,469 (+11%)
Value$14.3M (+$1.8M)
Filed 2026-11-06
Sepio Capital, LP
DECREASED
Shares72,174 from 78,412
Change-6,238 (-8%)
Value$14.1M (-$811.0K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares71,506 from 83,069
Change-11,563 (-14%)
Value$14.0M (-$1.8M)
Filed 2026-10-23
Geremia Financial Services, LLC
INCREASED
Shares71,455 from 54,892
Change+16,563 (+30%)
Value$14.0M (+$3.5M)
Filed 2026-10-19
Harbour Investments, Inc.
DECREASED
Shares71,061 from 80,050
Change-8,989 (-11%)
Value$13.9M (-$1.3M)
Filed 2026-11-09
Innealta Capital, LLC
DECREASED
Shares70,821 from 70,838
Change-17 (0%)
Value$13.9M (+$367.2K)
Filed 2026-11-02
MontVue Capital Management, Inc.
DECREASED
Shares70,029 from 70,377
Change-348 (0%)
Value$13.7M (+$300.0K)
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares69,804 from 73,723
Change-3,919 (-5%)
Value$13.7M (-$381.6K)
Filed 2026-10-29
Stockman Wealth Management, Inc.
DECREASED
Shares69,218 from 72,833
Change-3,615 (-5%)
Value$13.5M (-$326.7K)
Filed 2026-10-27
SkyOak Wealth, LLC
DECREASED
Shares69,203 from 69,234
Change-31 (0%)
Value$13.5M (+$356.0K)
Filed 2026-10-28
Narus Financial Partners, LLC
DECREASED
Shares69,020 from 69,259
Change-239 (0%)
Value$13.5M (+$315.4K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares68,823 from 51,030
Change+17,793 (+35%)
Value$13.5M (+$3.7M)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
DECREASED
Shares68,791 from 70,184
Change-1,393 (-2%)
Value$13.5M (+$94.4K)
Filed 2026-10-16
Fairvoy Private Wealth, LLC
INCREASED
Shares68,764 from 68,763
Change+1 (0%)
Value$13.5M (+$359.8K)
Filed 2026-10-19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares68,492 from 68,492
Change0 (0%)
Value$13.4M (+$358.2K)
Filed 2026-11-09
Patten & Patten Inc
DECREASED
Shares67,924 from 69,511
Change-1,587 (-2%)
Value$13.3M (+$52.8K)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares67,763 from 68,432
Change-669 (-1%)
Value$13.3M (+$226.9K)
Filed 2026-10-15
Clarus Wealth Advisors
DECREASED
Shares67,196 from 68,461
Change-1,265 (-2%)
Value$13.4M (+$938.5K)
Filed 2026-10-13
Sage Capital Management, LLC
INCREASED
Shares67,095 from 67,001
Change+94 (+0%)
Value$13.1M (+$368.6K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
INCREASED
Shares67,031 from 66,256
Change+775 (+1%)
Value$13.1M (+$498.2K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
DECREASED
Shares66,724 from 72,545
Change-5,821 (-8%)
Value$13.1M (-$404.6K)
Filed 2026-10-09
United Bank
DECREASED
Shares66,399 from 84,395
Change-17,996 (-21%)
Value$13.0M (-$3.1M)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
INCREASED
Shares65,991 from 59,824
Change+6,167 (+10%)
Value$12.9M (+$1.5M)
Filed 2026-10-28
Loudon Investment Management, LLC
DECREASED
Shares65,840 from 66,455
Change-615 (-1%)
Value$12.9M (+$227.2K)
Filed 2026-11-06
SMI Advisory Services, LLC
DECREASED
Shares65,576 from 68,939
Change-3,363 (-5%)
Value$13.0M (+$379.9K)
Filed 2026-10-13
Kanawha Capital Management LLC
DECREASED
Shares65,512 from 66,030
Change-518 (-1%)
Value$12.8M (+$243.9K)
Filed 2026-10-19
Foronjy Financial LLC
DECREASED
Shares65,332 from 67,520
Change-2,188 (-3%)
Value$12.8M (-$75.3K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares65,196 from 31,350
Change+33,846 (+108%)
Value$11.7M (+$5.7M)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares64,573 from 46,657
Change+17,916 (+38%)
Value$12.6K (-$8.9M)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED
Shares64,201 from 64,098
Change+103 (+0%)
Value$12.6M (+$355.6K)
Filed 2026-10-15
10Elms LLP
DECREASED
Shares64,160 from 64,504
Change-344 (-1%)
Value$12.6M (+$270.0K)
Filed 2026-11-06
Zullo Investment Group, Inc.
DECREASED
Shares64,005 from 65,396
Change-1,391 (-2%)
Value$12.5M (+$69.8K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares63,644 from 62,553
Change+1,091 (+2%)
Value$12.5M (+$540.8K)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares63,358 from 56,067
Change+7,291 (+13%)
Value$12.4M (+$1.7M)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
DECREASED
Shares62,810 from 64,756
Change-1,946 (-3%)
Value$12.3M (-$42.2K)
Filed 2026-10-28
Leuthold Group, LLC
DECREASED
Shares62,349 from 66,606
Change-4,257 (-6%)
Value$12.2M (-$485.0K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares61,758 from 50,840
Change+10,918 (+21%)
Value$12.1M (+$2.4M)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares61,643 from 59,138
Change+2,505 (+4%)
Value$12.1M (+$799.6K)
Filed 2026-11-05
Jmac Enterprises LLC
INCREASED
Shares61,590 from 61,512
Change+78 (+0%)
Value$12.1M (+$337.0K)
Filed 2026-10-30
Advisory Solutions Group, LLC
DECREASED
Shares61,268 from 72,376
Change-11,108 (-15%)
Value$12.0M (-$1.8M)
Filed 2026-10-14
SteelPeak Wealth, LLC
DECREASED
Shares61,151 from 108,265
Change-47,114 (-44%)
Value$12.0M (-$8.7M)
Filed 2026-10-16
Ironwood Wealth Management, Inc.
DECREASED
Shares60,949 from 62,441
Change-1,492 (-2%)
Value$12.1M (+$481.1K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares60,828 from 61,815
Change-987 (-2%)
Value$11.9K (-$11.8M)
Filed 2026-10-22
Bridgelight Financial Advisors, Inc.
DECREASED
Shares60,781 from 61,570
Change-789 (-1%)
Value$11.9M (+$167.5K)
Filed 2026-10-20
Curat Global, LLC
INCREASED
Shares60,614 from 34,014
Change+26,600 (+78%)
Value$11.9M (+$4.3M)
Filed 2026-10-26
Nwam LLC
INCREASED
Shares60,274 from 57,859
Change+2,415 (+4%)
Value$11.8M (+$775.4K)
Filed 2026-11-09
Continuum Wealth Advisors, LLC
INCREASED
Shares60,237 from 53,898
Change+6,339 (+12%)
Value$11.8M (+$1.5M)
Filed 2026-10-20
Decker Retirement Planning Inc.
NEW
Shares59,914
Change+59,914
Value$11.7M
Filed 2026-10-19
Ameraudi Asset Management, Inc.
DECREASED
Shares59,698 from 86,570
Change-26,872 (-31%)
Value$11.7M (-$4.8M)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares59,369 from 60,504
Change-1,135 (-2%)
Value$11.6M (+$94.3K)
Filed 2026-10-19
Wall Capital Group, Inc.
DECREASED
Shares59,275 from 68,648
Change-9,373 (-14%)
Value$11.6M (-$1.5M)
Filed 2026-10-14
SBI Okasan Asset Management Co.Ltd.
INCREASED
Shares59,240 from 26,290
Change+32,950 (+125%)
Value$11.5M (+$6.6M)
Filed 2026-11-10
Journey Advisory Group, LLC
INCREASED
Shares59,216 from 59,168
Change+48 (+0%)
Value$11.6M (+$318.8K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares58,894 from 56,926
Change+1,968 (+3%)
Value$11.5M (+$682.9K)
Filed 2026-11-02
Lynx Capital Group LTD
DECREASED
Shares58,780 from 58,814
Change-34 (0%)
Value$11.5M (+$301.0K)
Filed 2026-11-04
Massachusetts Wealth Management
DECREASED
Shares58,570 from 59,455
Change-885 (-1%)
Value$11.5M (+$137.7K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares58,214 from 16,569
Change+41,645 (+251%)
Value$11.4M (+$8.2M)
Filed 2026-10-28
Capital Planning LLC
DECREASED
Shares58,170 from 60,223
Change-2,053 (-3%)
Value$11.4M (-$86.9K)
Filed 2026-10-09
15 Wealth Advisors LLC
NEW
Shares58,163
Change+58,163
Value$11.4M
Filed 2026-10-14
Cooper Capital Advisors LLC
INCREASED
Shares58,153 from 57,401
Change+752 (+1%)
Value$11.4M (+$447.3K)
Filed 2026-10-29
Colony Family Offices, LLC
UNCHANGED
Shares57,792 from 57,792
Change0 (0%)
Value$11.3M (+$302.3K)
Filed 2026-10-22
Parsons Capital Management Inc
INCREASED
Shares57,476 from 52,374
Change+5,102 (+10%)
Value$11.3M (+$1.3M)
Filed 2026-10-28
Snider Financial Group
INCREASED
Shares56,359 from 56,015
Change+344 (+1%)
Value$11.0M (+$360.3K)
Filed 2026-10-16
Wespac Advisors SoCal, LLC
INCREASED
Shares56,117 from 56,083
Change+34 (+0%)
Value$11.0M (+$300.0K)
Filed 2026-10-13
Boltwood Capital Management
INCREASED
Shares55,992 from 55,807
Change+185 (+0%)
Value$11.0M (+$328.1K)
Filed 2026-10-02
Thor Trading Advisors, LLC
INCREASED
Shares55,933 from 51,942
Change+3,991 (+8%)
Value$10.9M (+$1.1M)
Filed 2026-11-05
Ring Mountain Capital, LLC
DECREASED
Shares55,093 from 55,870
Change-777 (-1%)
Value$10.8M (+$139.9K)
Filed 2026-10-13
Taiyo Life Insurance Co
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$10.8K (-$10.5M)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares54,115 from 54,152
Change-37 (0%)
Value$10.6M (+$276.0K)
Filed 2026-10-30
James Investment Research, Inc.
DECREASED
Shares53,897 from 71,073
Change-17,176 (-24%)
Value$10.6M (-$3.0M)
Filed 2026-10-22
Trust Co
DECREASED
Shares53,874 from 61,025
Change-7,151 (-12%)
Value$10.5M (-$1.1M)
Filed 2026-10-09
IFG Advisory, LLC
INCREASED
Shares53,556 from 47,886
Change+5,670 (+12%)
Value$10.5M (+$1.4M)
Filed 2026-11-09
Occidental Asset Management, LLC
INCREASED
Shares53,552 from 52,165
Change+1,387 (+3%)
Value$10.5M (+$544.2K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares53,192 from 54,649
Change-1,457 (-3%)
Value$10.4M (+$718)
Filed 2026-10-13
Belpointe Asset Management LLC
INCREASED
Shares53,127 from 50,997
Change+2,130 (+4%)
Value$10.4M (+$683.8K)
Filed 2026-11-09
Fiera Capital Corp
INCREASED
Shares53,066 from 52,342
Change+724 (+1%)
Value$10.4M (+$415.5K)
Filed 2026-11-06
Burns J W & Co Inc
DECREASED
Shares52,825 from 52,914
Change-89 (0%)
Value$10.3M (+$259.3K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares52,732 from 54,792
Change-2,060 (-4%)
Value$10.3M (-$118.1K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares52,656 from 75,364
Change-22,708 (-30%)
Value$10.3M (-$4.1M)
Filed 2026-10-15
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares52,600 from 23,500
Change+29,100 (+124%)
Value$10.2M (+$5.9M)
Filed 2026-10-19
Ashton Thomas Securities, LLC
INCREASED
Shares51,798 from 49,312
Change+2,486 (+5%)
Value$10.2M (+$770.1K)
Filed 2026-10-26
Donaldson Capital Management, LLC
DECREASED
Shares51,426 from 55,751
Change-4,325 (-8%)
Value$10.1M (-$555.1K)
Filed 2026-11-09
Sherman Asset Management, Inc.
DECREASED
Shares51,355 from 55,193
Change-3,838 (-7%)
Value$10.1M (-$462.7K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
DECREASED
Shares51,231 from 55,162
Change-3,931 (-7%)
Value$10.0M (-$481.0K)
Filed 2026-10-21
Thoma Capital Management LLC
DECREASED
Shares51,167 from 52,541
Change-1,374 (-3%)
Value$10.0M (+$5.7K)
Filed 2026-10-19
Manchester Capital Management LLC
UNCHANGED
Shares51,055 from 51,055
Change0 (0%)
Value$10.0M (+$267.0K)
Filed 2026-10-22
Aventus Investment Advisors, Inc.
DECREASED
Shares50,691 from 51,015
Change-324 (-1%)
Value$9.9M (+$203.4K)
Filed 2026-10-09
Bessemer Group Inc
INCREASED
Shares50,617 from 47,880
Change+2,737 (+6%)
Value$9.9K (-$9.1M)
Filed 2026-11-09
Cullen T Bankers, Inc.
DECREASED
Shares49,971 from 50,251
Change-280 (-1%)
Value$9.8M (+$208.0K)
Filed 2026-10-28
C2c Wealth Management, LLC
INCREASED
Shares49,804 from 49,254
Change+550 (+1%)
Value$9.7M (+$365.3K)
Filed 2026-10-20
Mountain Hill Investment Partners Corp.
DECREASED
Shares49,734 from 50,563
Change-829 (-2%)
Value$9.7M (+$102.2K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares49,656 from 48,004
Change+1,652 (+3%)
Value$9.7M (+$574.5K)
Filed 2026-10-08
Constitution Capital LLC
INCREASED
Shares49,510 from 47,550
Change+1,960 (+4%)
Value$9.7M (+$632.4K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares49,133 from 47,787
Change+1,346 (+3%)
Value$9.6M (+$513.4K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares49,013 from 55,362
Change-6,349 (-11%)
Value$9.6M (-$953.4K)
Filed 2026-11-09
TrueWealth Advisors, LLC
INCREASED
Shares48,961 from 4,799
Change+44,162 (+920%)
Value$9.6M (+$8.7M)
Filed 2026-10-09
WealthCare Asset Management, LLC
INCREASED
Shares48,939 from 7,222
Change+41,717 (+578%)
Value$9.6M (+$8.2M)
Filed 2026-10-26
Sharper & Granite LLC
INCREASED
Shares48,807 from 47,275
Change+1,532 (+3%)
Value$6.5M (-$2.5M)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares48,673 from 56,903
Change-8,230 (-14%)
Value$9.5M (-$1.3M)
Filed 2026-10-22
Destiny Capital Corp
DECREASED
Shares48,133 from 48,244
Change-111 (0%)
Value$9.4M (+$230.7K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares48,109 from 48,227
Change-118 (0%)
Value$9.4M (+$229.4K)
Filed 2026-10-22
Mezzasalma Advisors, LLC
DECREASED
Shares48,017 from 52,454
Change-4,437 (-8%)
Value$6.2M (-$763.4K)
Filed 2026-10-14
BigSur Wealth Management LLC
DECREASED
Shares47,864 from 48,864
Change-1,000 (-2%)
Value$9.4M (+$59.8K)
Filed 2026-10-13
Capital Investment Counsel, LLC
DECREASED
Shares46,754 from 48,138
Change-1,384 (-3%)
Value$9.2M (-$19.2K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares46,542 from 51,000
Change-4,458 (-9%)
Value$9.1M (-$605.9K)
Filed 2026-10-15
New Wave Wealth Advisors LLC
DECREASED
Shares46,461 from 51,436
Change-4,975 (-10%)
Value$9.1M (-$680.3K)
Filed 2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED
Shares46,336 from 45,201
Change+1,135 (+3%)
Value$9.1M (+$458.7K)
Filed 2026-11-04
Equity Wealth Partners, LLC
DECREASED
Shares46,008 from 46,796
Change-788 (-2%)
Value$9.0M (+$90.4K)
Filed 2026-10-26
Glenview Trust Co
UNCHANGED
Shares45,890 from 45,890
Change0 (0%)
Value$9.0M (+$240.0K)
Filed 2026-10-28
Capstone Wealth Management Group, Inc.
DECREASED
Shares45,860 from 46,186
Change-326 (-1%)
Value$9.0M (+$177.8K)
Filed 2026-10-19
Legacy Private Trust Co.
DECREASED
Shares45,826 from 46,071
Change-245 (-1%)
Value$9.0M (+$193.0K)
Filed 2026-10-06
RMR Wealth Builders
INCREASED
Shares45,572 from 44,148
Change+1,424 (+3%)
Value$8.9M (+$509.7K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares45,444 from 46,064
Change-620 (-1%)
Value$8.9M (+$119.6K)
Filed 2026-11-03
Balance Wealth Partners LLC
DECREASED
Shares45,112 from 45,770
Change-658 (-1%)
Value$8.8M (+$110.6K)
Filed 2026-10-27
Integrity Alliance, Llc.
DECREASED
Shares44,890 from 49,118
Change-4,228 (-9%)
Value$8.8M (-$570.8K)
Filed 2026-10-29
JSF Financial, LLC
INCREASED
Shares44,871 from 16,310
Change+28,561 (+175%)
Value$8.8M (+$5.7M)
Filed 2026-10-22
Integral Investment Advisors, Inc.
DECREASED
Shares44,483 from 45,009
Change-526 (-1%)
Value$8.7M (+$132.4K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares43,724 from 6,179
Change+37,545 (+608%)
Value$8.6M (+$7.4M)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares43,678 from 44,482
Change-804 (-2%)
Value$8.5M (+$75.2K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
INCREASED
Shares43,631 from 43,256
Change+375 (+1%)
Value$8.5M (+$299.6K)
Filed 2026-10-13
Mechanics Bank Trust Department
INCREASED
Shares43,588 from 42,186
Change+1,402 (+3%)
Value$8.5M (+$495.1K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
DECREASED
Shares43,170 from 43,549
Change-379 (-1%)
Value$8.5M (+$153.6K)
Filed 2026-10-19
Alliance Private Wealth, LLC
DECREASED
Shares43,043 from 46,082
Change-3,039 (-7%)
Value$8.4M (-$353.8K)
Filed 2026-10-20
Absolute Capital Management, LLC
INCREASED
Shares43,024 from 42,933
Change+91 (+0%)
Value$8.4M (+$242.4K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
INCREASED
Shares42,897 from 42,561
Change+336 (+1%)
Value$8.4M (+$288.5K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares42,872 from 42,737
Change+135 (+0%)
Value$8.4M (+$250.1K)
Filed 2026-10-26
Canton Hathaway, LLC
INCREASED
Shares42,860 from 42,473
Change+387 (+1%)
Value$8.4M (+$297.9K)
Filed 2026-10-23
Kingstone Capital Partners Texas, LLC
DECREASED
Shares42,722 from 44,095
Change-1,373 (-3%)
Value$8.4M (-$38.1K)
Filed 2026-11-03
Financial Enhancement Group LLC
INCREASED
Shares42,614 from 40,765
Change+1,849 (+5%)
Value$8.6M (+$815.5K)
Filed 2026-10-08
Milestone Investment Advisors LLC
DECREASED
Shares42,522 from 42,956
Change-434 (-1%)
Value$8.3M (+$139.7K)
Filed 2026-11-05
San Luis Wealth Advisors LLC
DECREASED
Shares42,345 from 42,763
Change-418 (-1%)
Value$8.3M (+$141.7K)
Filed 2026-10-27
Joseph P. Lucia & Associates, LLC
DECREASED
Shares42,008 from 42,378
Change-370 (-1%)
Value$8.2M (+$149.2K)
Filed 2026-10-30
Narwhal Capital Management
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$8.2M (+$219.7K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares41,992 from 37,583
Change+4,409 (+12%)
Value$8.2M (+$1.1M)
Filed 2026-10-28
St. Johns Investment Management Company, LLC
INCREASED
Shares41,804 from 41,564
Change+240 (+1%)
Value$8.2M (+$264.4K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares41,750 from 31,047
Change+10,703 (+34%)
Value$8.2M (+$2.3M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares41,262 from 181,427
Change-140,165 (-77%)
Value$8.1M (-$26.5M)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares41,141 from 38,758
Change+2,383 (+6%)
Value$8.1M (+$669.2K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares40,781 from 47,306
Change-6,525 (-14%)
Value$8.0M (-$1.0M)
Filed 2026-10-28
Laurel Wealth Advisors LLC
DECREASED
Shares40,496 from 42,213
Change-1,717 (-4%)
Value$7.9M (-$115.3K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares40,009 from 37,405
Change+2,604 (+7%)
Value$7.3M (+$656.0K)
Filed 2026-10-27
Tilia Fiduciary Partners, Inc.
INCREASED
Shares39,720 from 1,116
Change+38,604 (+3459%)
Value$7.8M (+$7.6M)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares39,678 from 36,477
Change+3,201 (+9%)
Value$7.8M (+$817.3K)
Filed 2026-11-06
Westside Investment Management, Inc.
DECREASED
Shares39,654 from 40,872
Change-1,218 (-3%)
Value$7.8M (+$1.0K)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares39,600 from 23,595
Change+16,005 (+68%)
Value$7.8M (+$3.3M)
Filed 2026-11-03
Harrell Investment Partners, LLC
INCREASED
Shares39,457 from 39,403
Change+54 (+0%)
Value$7.7M (+$216.7K)
Filed 2026-10-15
Florida Financial Advisors, LLC
DECREASED
Shares39,353 from 46,112
Change-6,759 (-15%)
Value$7.7M (-$1.1M)
Filed 2026-11-09
Bokf, NA
DECREASED
Shares39,239 from 40,249
Change-1,010 (-3%)
Value$7.7M (+$12.8K)
Filed 2026-10-27
Sunrise Financial Services, LLC
INCREASED
Shares38,977 from 36,547
Change+2,430 (+7%)
Value$7.6M (+$666.8K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares38,960 from 39,246
Change-286 (-1%)
Value$7.6M (+$149.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares38,807 from 39,813
Change-1,006 (-3%)
Value$7.7M (+$285.1K)
Filed 2026-11-02
Providence First Trust Co
DECREASED
Shares38,601 from 41,109
Change-2,508 (-6%)
Value$7.6M (-$275.9K)
Filed 2026-11-02
Staley Capital Advisers Inc
UNCHANGED
Shares38,452 from 38,452
Change0 (0%)
Value$7.5M (+$201.1K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
INCREASED
Shares37,929 from 34,949
Change+2,980 (+9%)
Value$7.4M (+$766.0K)
Filed 2026-11-09
Agate Pass Investment Management, LLC
INCREASED
Shares37,915 from 36,075
Change+1,840 (+5%)
Value$7.4M (+$548.9K)
Filed 2026-10-20
Channel Wealth LLC
INCREASED
Shares37,886 from 34,236
Change+3,650 (+11%)
Value$7.4M (+$893.6K)
Filed 2026-11-06
Accurate Wealth Management, LLC
DECREASED
Shares37,752 from 71,698
Change-33,946 (-47%)
Value$7.4M (-$5.9M)
Filed 2026-10-20
AdvisorShares Investments LLC
INCREASED
Shares37,639 from 37,347
Change+292 (+1%)
Value$7.4M (+$252.5K)
Filed 2026-11-09
Cornerstone Wealth Management, LLC
INCREASED
Shares37,601 from 37,552
Change+49 (+0%)
Value$7.4M (+$205.9K)
Filed 2026-11-04
Capitol Family Office, Inc.
INCREASED
Shares37,503 from 36,094
Change+1,409 (+4%)
Value$7.3M (+$464.6K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares37,353 from 36,708
Change+645 (+2%)
Value$7.3M (+$318.3K)
Filed 2026-10-26
Crew Capital Management, Ltd
DECREASED
Shares37,303 from 42,131
Change-4,828 (-11%)
Value$7.3M (-$724.8K)
Filed 2026-10-28
Patton Albertson Miller Group, LLC
DECREASED
Shares37,054 from 37,073
Change-19 (0%)
Value$7.3M (+$190.2K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED
Shares36,848 from 36,948
Change-100 (0%)
Value$7.2M (+$173.7K)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares36,794 from 36,674
Change+120 (+0%)
Value$7.2M (+$215.2K)
Filed 2026-10-23
Symmetry Partners, LLC
INCREASED
Shares36,776 from 28,241
Change+8,535 (+30%)
Value$7.2M (+$1.8M)
Filed 2026-10-27
Dodds Wealth, LLC
DECREASED
Shares36,594 from 36,621
Change-27 (0%)
Value$7.2M (+$186.3K)
Filed 2026-11-02
Rockingstone Advisors LLC
DECREASED
Shares36,563 from 37,131
Change-568 (-2%)
Value$7.2M (+$83.0K)
Filed 2026-10-16
5th Street Advisors, LLC
INCREASED
Shares36,556 from 36,552
Change+4 (+0%)
Value$7.2M (+$191.9K)
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares36,498 from 36,498
Change0 (0%)
Value$7.1M (+$190.9K)
Filed 2026-10-29
Washington Growth Strategies LLC
INCREASED
Shares36,245 from 35,573
Change+672 (+2%)
Value$7.1M (+$317.6K)
Filed 2026-10-19
RCW Management, LLC
UNCHANGED
Shares36,107 from 36,107
Change0 (0%)
Value$7.1M (+$188.9K)
Filed 2026-10-30
Nuveen, LLC
INCREASED
Shares36,097 from 25,010
Change+11,087 (+44%)
Value$7.0M (+$2.3M)
Filed 2026-11-10
Cadent Capital Advisors, LLC
INCREASED
Shares36,069 from 35,451
Change+618 (+2%)
Value$7.1M (+$306.4K)
Filed 2026-10-09
Colton Groome Financial Advisors, LLC
DECREASED
Shares35,886 from 37,887
Change-2,001 (-5%)
Value$7.0M (-$193.5K)
Filed 2026-10-06
Lake Hills Wealth Management, LLC
DECREASED
Shares35,774 from 48,683
Change-12,909 (-27%)
Value$7.0M (-$2.3M)
Filed 2026-10-07
Archford Capital Strategies, LLC
INCREASED
Shares35,726 from 34,831
Change+895 (+3%)
Value$7.0M (+$357.4K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares35,590 from 35,651
Change-61 (0%)
Value$7.0M (+$174.5K)
Filed 2026-10-08
Tactive Advisors, LLC
INCREASED
Shares35,580 from 23,176
Change+12,404 (+54%)
Value$7.0M (+$2.5M)
Filed 2026-10-08
Warren Street Wealth Advisors, LLC
INCREASED
Shares35,557 from 35,517
Change+40 (+0%)
Value$7.0M (+$193.6K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares35,436 from 35,719
Change-283 (-1%)
Value$6.9M (+$131.4K)
Filed 2026-10-21
Strategic Advisors LLC
INCREASED
Shares35,028 from 33,159
Change+1,869 (+6%)
Value$6.9M (+$539.4K)
Filed 2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED
Shares35,006 from 35,055
Change-49 (0%)
Value$7.0M (+$355.0K)
Filed 2026-10-09
Destiny Wealth Partners, LLC
INCREASED
Shares34,876 from 12,640
Change+22,236 (+176%)
Value$6.1M (+$3.9M)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares34,721 from 40,142
Change-5,421 (-13%)
Value$6.8K (-$7.6M)
Filed 2026-10-14
KFA Private Wealth Group, LLC
DECREASED
Shares34,582 from 35,256
Change-674 (-2%)
Value$6.8M (+$52.6K)
Filed 2026-10-07
Private Advisory Group LLC
INCREASED
Shares34,513 from 34,282
Change+231 (+1%)
Value$6.8M (+$224.5K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares34,441 from 35,166
Change-725 (-2%)
Value$6.7M (+$41.9K)
Filed 2026-10-26
MKT Advisors LLC
INCREASED
Shares34,241 from 33,966
Change+275 (+1%)
Value$6.8M (+$686.1K)
Filed 2026-10-20
Silver OAK Securities, Incorporated
DECREASED
Shares34,019 from 39,293
Change-5,274 (-13%)
Value$5.6M (-$1.9M)
Filed 2026-11-09
Fulcrum Equity Management
INCREASED
Shares33,667 from 33,430
Change+237 (+1%)
Value$6.6M (+$221.3K)
Filed 2026-10-21
Algorithmic Investment Models, LLC
INCREASED
Shares33,525 from 28,301
Change+5,224 (+18%)
Value$6.6M (+$1.2M)
Filed 2026-11-04
Trinity Wealth Management, LLC
DECREASED
Shares33,469 from 48,605
Change-15,136 (-31%)
Value$6.6M (-$2.7M)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares33,460 from 33,020
Change+440 (+1%)
Value$6.5M (+$258.9K)
Filed 2026-10-30
Windsor Capital Management, LLC
DECREASED
Shares33,420 from 35,249
Change-1,829 (-5%)
Value$6.5M (-$173.7K)
Filed 2026-10-13
Caldwell Trust Co
DECREASED
Shares33,026 from 33,211
Change-185 (-1%)
Value$6.5M (+$137.5K)
Filed 2026-10-30
First Financial Bank - Trust Division
DECREASED
Shares32,893 from 33,215
Change-322 (-1%)
Value$6.4M (+$110.7K)
Filed 2026-10-01
Heritage Wealth Advisors
UNCHANGED
Shares32,855 from 32,855
Change0 (0%)
Value$6.4M (+$171.8K)
Filed 2026-11-09
EPG Wealth Management LLC
INCREASED
Shares32,837 from 32,748
Change+89 (+0%)
Value$6.4M (+$188.7K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares32,662 from 31,544
Change+1,118 (+4%)
Value$6.4M (+$383.8K)
Filed 2026-10-28
D.B. Root & Company, LLC
DECREASED
Shares32,404 from 32,544
Change-140 (0%)
Value$6.3M (+$142.8K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
DECREASED
Shares32,074 from 246,355
Change-214,281 (-87%)
Value$6.3M (-$40.7M)
Filed 2026-10-16
Successful Portfolios LLC
DECREASED
Shares31,980 from 32,747
Change-767 (-2%)
Value$6.4M (+$345.8K)
Filed 2026-10-09
Financial Insights, Inc.
DECREASED
Shares31,956 from 32,275
Change-319 (-1%)
Value$6.3M (+$106.4K)
Filed 2026-10-27
Northland Securities, Inc.
DECREASED
Shares31,812 from 32,091
Change-279 (-1%)
Value$6.2M (+$113.2K)
Filed 2026-11-02
Jessup Wealth Management, Inc
INCREASED
Shares31,611 from 31,423
Change+188 (+1%)
Value$6.2M (+$201.1K)
Filed 2026-10-20
Plimoth Trust Co LLC
DECREASED
Shares31,249 from 34,758
Change-3,509 (-10%)
Value$6.1M (-$505.1K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares30,683 from 28,818
Change+1,865 (+6%)
Value$6.0M (+$515.7K)
Filed 2026-11-03
Asset Advisory Group, Inc.
INCREASED
Shares30,474 from 30,107
Change+367 (+1%)
Value$6.0M (+$229.3K)
Filed 2026-10-20
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares30,460 from 30,460
Change0 (0%)
Value$6.0M (+$159.3K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares30,431 from 36,329
Change-5,898 (-16%)
Value$6.0M (-$964.5K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares30,424 from 28,588
Change+1,836 (+6%)
Value$6.0M (+$508.9K)
Filed 2026-10-28
Peddock Capital Advisors, LLC
DECREASED
Shares30,372 from 31,931
Change-1,559 (-5%)
Value$5.9M (-$138.0K)
Filed 2026-10-16
Keudell ison Wealth Management
UNCHANGED
Shares30,216 from 30,216
Change0 (0%)
Value$5.9M (+$158.0K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares30,108 from 30,961
Change-853 (-3%)
Value$5.9M (-$4.9K)
Filed 2026-10-14
Asset One Wealth Management LLC
DECREASED
Shares30,012 from 31,607
Change-1,595 (-5%)
Value$5.9M (+$135.7K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
NEW
Shares29,904
Change+29,904
Value$5.9M
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares29,886 from 29,262
Change+624 (+2%)
Value$5.9M (+$275.3K)
Filed 2026-11-04
Univest Financial Corp
DECREASED
Shares29,829 from 32,897
Change-3,068 (-9%)
Value$5.8M (-$428.5K)
Filed 2026-11-05
AUA Capital Management, LLC
DECREASED
Shares29,770 from 29,884
Change-114 (0%)
Value$5.8M (+$134.0K)
Filed 2026-10-15
Realta Investment Advisors
INCREASED
Shares29,633 from 29,230
Change+403 (+1%)
Value$5.8M (+$231.9K)
Filed 2026-10-14
Arete Wealth Advisors, LLC
DECREASED
Shares29,434 from 32,288
Change-2,854 (-9%)
Value$5.8M (-$380.9K)
Filed 2026-11-09
Ledyard National Bank
DECREASED
Shares29,253 from 30,570
Change-1,317 (-4%)
Value$5.7M (-$97.9K)
Filed 2026-10-21
Surience Private Wealth LLC
INCREASED
Shares29,247 from 20,886
Change+8,361 (+40%)
Value$5.7M (+$1.7M)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares29,204 from 24,453
Change+4,751 (+19%)
Value$5.8M (+$1.2M)
Filed 2026-10-09
Butensky & Cohen Financial Security, Inc
DECREASED
Shares29,129 from 30,210
Change-1,081 (-4%)
Value$5.7M (-$53.6K)
Filed 2026-10-13
New York Life Investment Management LLC
DECREASED
Shares29,117 from 100,525
Change-71,408 (-71%)
Value$5.7M (-$13.5M)
Filed 2026-11-04
Sigma Investment Counselors Inc
INCREASED
Shares29,000 from 26,050
Change+2,950 (+11%)
Value$5.7M (+$713.7K)
Filed 2026-10-27
Delta Financial Advisors LLC
INCREASED
Shares28,970 from 27,970
Change+1,000 (+4%)
Value$5.7M (+$342.0K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
INCREASED
Shares28,793 from 28,790
Change+3 (+0%)
Value$5.6M (+$151.1K)
Filed 2026-10-27
E&G Advisors, LLC
DECREASED
Shares28,722 from 28,763
Change-41 (0%)
Value$5.6M (+$142.4K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares28,526 from 28,625
Change-99 (0%)
Value$5.6M (+$130.2K)
Filed 2026-10-19
Country Trust Bank
DECREASED
Shares28,471 from 28,826
Change-355 (-1%)
Value$5.6M (+$81.3K)
Filed 2026-10-30
David J Yvars Group
DECREASED
Shares28,422 from 28,492
Change-70 (0%)
Value$5.6M (+$135.2K)
Filed 2026-10-09
Sollinda Capital Management LLC
NEW
Shares28,355
Change+28,355
Value$5.6M
Filed 2026-11-09
Hansen & Associates Financial Group, Inc.
DECREASED
Shares28,227 from 30,498
Change-2,271 (-7%)
Value$5.6M (-$15.9K)
Filed 2026-11-09
Blue Zone Wealth Advisors, LLC
INCREASED
Shares28,187 from 27,151
Change+1,036 (+4%)
Value$5.5M (+$344.8K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares27,947 from 26,064
Change+1,883 (+7%)
Value$5.5M (+$2.0M)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares27,640 from 26,466
Change+1,174 (+4%)
Value$5.4M (+$362.2K)
Filed 2026-10-30
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares27,631 from 29,236
Change-1,605 (-5%)
Value$5.4M (-$161.3K)
Filed 2026-11-03
Corrado Advisors, LLC
DECREASED
Shares27,626 from 31,649
Change-4,023 (-13%)
Value$5.4M (-$622.1K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares27,547 from 22,059
Change+5,488 (+25%)
Value$5.4M (+$1.2M)
Filed 2026-10-27
Cornerstone National Bank & Trust Co
INCREASED
Shares27,324 from 26,696
Change+628 (+2%)
Value$5.4M (+$449.7K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares27,093
Change+27,093
Value$5.3M
Filed 2026-11-03
Ibex Wealth Advisors
INCREASED
Shares27,082 from 27,050
Change+32 (+0%)
Value$5.3M (+$147.7K)
Filed 2026-11-06
LifeSteps Financial, Inc.
DECREASED
Shares27,007 from 27,240
Change-233 (-1%)
Value$5.3M (+$96.9K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares26,983 from 152,086
Change-125,103 (-82%)
Value$5.3M (-$23.7M)
Filed 2026-10-21
Advisor Resource Council
DECREASED
Shares26,839 from 31,625
Change-4,786 (-15%)
Value$5.4M (-$418.3K)
Filed 2026-11-05
Vilga Financial Planning LLC
INCREASED
Shares26,743 from 25,620
Change+1,123 (+4%)
Value$5.2M (+$353.8K)
Filed 2026-10-09
Point Windward Advisors Inc.
DECREASED
Shares26,682 from 33,503
Change-6,821 (-20%)
Value$5.2M (-$1.2M)
Filed 2026-11-06
Warner Group LLC
DECREASED
Shares26,510 from 26,768
Change-258 (-1%)
Value$5.2M (+$89.6K)
Filed 2026-11-09
Ticino Wealth
INCREASED
Shares26,453 from 25,793
Change+660 (+3%)
Value$5.2M (+$264.1K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares26,441 from 25,576
Change+865 (+3%)
Value$5.2M (+$303.0K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares26,353 from 26,723
Change-370 (-1%)
Value$5.2M (+$67.4K)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares26,306 from 26,366
Change-60 (0%)
Value$5.1M (+$126.2K)
Filed 2026-10-08
Vontobel Holding Ltd.
INCREASED
Shares26,301 from 23,572
Change+2,729 (+12%)
Value$5.1M (+$657.5K)
Filed 2026-10-16
Fortis Capital Advisors, LLC
INCREASED
Shares26,293 from 25,559
Change+734 (+3%)
Value$5.1M (+$277.4K)
Filed 2026-11-09
Sendero Wealth Management, LLC
UNCHANGED
Shares26,272 from 26,272
Change0 (0%)
Value$5.1M (+$137.4K)
Filed 2026-10-14
Atticus Wealth Management, LLC
DECREASED
Shares26,044 from 26,292
Change-248 (-1%)
Value$5.1M (+$89.0K)
Filed 2026-10-20
Asset Management One Co., Ltd.
DECREASED
Shares25,897 from 25,943
Change-46 (0%)
Value$5.1M (+$126.7K)
Filed 2026-10-27
RWQ Financial Management Services, Inc.
NEW
Shares25,875
Change+25,875
Value$5.1M
Filed 2026-10-19
Modera Wealth Management, LLC
INCREASED
Shares25,630 from 13,136
Change+12,494 (+95%)
Value$5.0M (+$2.5M)
Filed 2026-10-28
Hurley Capital, LLC
DECREASED
Shares25,538 from 25,593
Change-55 (0%)
Value$5.0M (+$123.3K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares25,496 from 28,201
Change-2,705 (-10%)
Value$5.0M (-$382.0K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares25,474 from 24,874
Change+600 (+2%)
Value$5.0M (+$247.5K)
Filed 2026-10-27
Pioneer Family Office, LLC
INCREASED
Shares25,463 from 4,611
Change+20,852 (+452%)
Value$5.0M (+$4.1M)
Filed 2026-10-30
Investment Advisory Services Inc
INCREASED
Shares25,372 from 25,178
Change+194 (+1%)
Value$5.0M (+$169.7K)
Filed 2026-10-27
Squarepoint Ops LLC
DECREASED
Shares25,365 from 140,570
Change-115,205 (-82%)
Value$5.0M (-$21.8M)
Filed 2026-11-09
Cypress Capital Group
DECREASED
Shares25,294 from 25,799
Change-505 (-2%)
Value$5.0M (+$36.1K)
Filed 2026-11-03
RVW Wealth, LLC
INCREASED
Shares25,195 from 25,160
Change+35 (+0%)
Value$4.9M (+$138.4K)
Filed 2026-10-06
Tsfg, LLC
DECREASED
Shares25,061 from 81,798
Change-56,737 (-69%)
Value$4.9K (-$15.6M)
Filed 2026-10-23
AFG Fiduciary Services Limited Partnership
INCREASED
Shares25,061 from 24,049
Change+1,012 (+4%)
Value$4.9M (+$576.0K)
Filed 2026-10-21
Fisher Asset Management, LLC
DECREASED
Shares25,050 from 25,735
Change-685 (-3%)
Value$4.9M (+$512)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares25,048 from 26,031
Change-983 (-4%)
Value$4.9M (-$56.2K)
Filed 2026-11-04
Eclectic Associates Inc
DECREASED
Shares25,026 from 32,384
Change-7,358 (-23%)
Value$4.9M (-$1.3M)
Filed 2026-10-09
Vivid Wealth Management, LLC
DECREASED
Shares24,943 from 25,710
Change-767 (-3%)
Value$4.9M (-$15.8K)
Filed 2026-10-27
FF Advisors,LLC
INCREASED
Shares24,796 from 23,933
Change+863 (+4%)
Value$4.9M (+$294.1K)
Filed 2026-10-21
Goldstein Advisors, LLC
INCREASED
Shares24,720 from 22,942
Change+1,778 (+8%)
Value$4.8M (+$468.0K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares24,697 from 28,504
Change-3,807 (-13%)
Value$4.8M (-$596.3K)
Filed 2026-10-16
Solutions 4 Wealth, Ltd
INCREASED
Shares24,486 from 24,333
Change+153 (+1%)
Value$4.8M (+$157.2K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares24,331 from 26,659
Change-2,328 (-9%)
Value$4.8M (-$316.2K)
Filed 2026-11-03
Vaughan David Investments LLC
INCREASED
Shares24,279 from 21,847
Change+2,432 (+11%)
Value$4.8K (-$4.2M)
Filed 2026-11-05
Elite Wealth Management, Inc.
UNCHANGED
Shares24,220 from 24,220
Change0 (0%)
Value$4.7M (+$126.7K)
Filed 2026-11-03
CWA Asset Management Group, LLC
DECREASED
Shares23,986 from 24,055
Change-69 (0%)
Value$4.7M (+$112.3K)
Filed 2026-10-19
Yoder Wealth Management, Inc.
DECREASED
Shares23,898 from 24,857
Change-959 (-4%)
Value$4.7M (-$57.7K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares23,879 from 23,910
Change-31 (0%)
Value$4.7K (-$4.6M)
Filed 2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares23,726 from 23,904
Change-178 (-1%)
Value$4.6M (+$83.0K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares23,723 from 16,147
Change+7,576 (+47%)
Value$4.6M (+$1.6M)
Filed 2026-11-05
Bay Capital Advisors, LLC
DECREASED
Shares23,618 from 25,494
Change-1,876 (-7%)
Value$4.6M (-$233.8K)
Filed 2026-10-16
Strategic Equity Management
DECREASED
Shares23,466 from 54,572
Change-31,106 (-57%)
Value$4.6M (-$5.8M)
Filed 2026-11-04
Tucker Asset Management LLC
DECREASED
Shares23,402 from 26,491
Change-3,089 (-12%)
Value$4.6M (-$466.1K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares23,289 from 22,618
Change+671 (+3%)
Value$4.4M (+$125.7K)
Filed 2026-10-15
Innova Wealth Partners
DECREASED
Shares23,287 from 24,180
Change-893 (-4%)
Value$4.6M (-$48.3K)
Filed 2026-10-21
CPA Asset Management Group, LLC
INCREASED
Shares23,284 from 23,095
Change+189 (+1%)
Value$4.6M (+$157.8K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares23,174 from 537
Change+22,637 (+4215%)
Value$4.5M (+$4.4M)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
DECREASED
Shares23,066 from 23,731
Change-665 (-3%)
Value$4.5M (-$6.1K)
Filed 2026-10-21
Brighton Jones LLC
DECREASED
Shares23,064 from 23,070
Change-6 (0%)
Value$4.5M (+$119.5K)
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares22,963 from 23,003
Change-40 (0%)
Value$4.5M (+$112.5K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED
Shares22,874 from 40,322
Change-17,448 (-43%)
Value$4.5M (-$3.2M)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares22,850 from 23,081
Change-231 (-1%)
Value$4.5M (+$75.5K)
Filed 2026-10-27
Kessler Investment Group, LLC
INCREASED
Shares22,833 from 11,433
Change+11,400 (+100%)
Value$4.5M (+$2.3M)
Filed 2026-10-08
West Financial Advisors, LLC
DECREASED
Shares22,772 from 25,574
Change-2,802 (-11%)
Value$4.5M (-$414.7K)
Filed 2026-10-22
Roberts Wealth Advisors, LLC
DECREASED
Shares22,700 from 25,338
Change-2,638 (-10%)
Value$4.4M (-$384.0K)
Filed 2026-10-14
Segment Wealth Management, LLC
UNCHANGED
Shares22,612 from 22,612
Change0 (0%)
Value$4.4M (+$118.3K)
Filed 2026-10-26
Bfsg, LLC
DECREASED
Shares22,600 from 23,420
Change-820 (-3%)
Value$4.4M (-$38.0K)
Filed 2026-10-30
Collaborative Capital Advisors LLC
UNCHANGED
Shares22,596 from 22,596
Change0 (0%)
Value$4.4M (+$118.2K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
INCREASED
Shares22,480 from 20,248
Change+2,232 (+11%)
Value$4.4M (+$542.8K)
Filed 2026-10-28
First Citizens Financial Corp
INCREASED
Shares22,287 from 21,422
Change+865 (+4%)
Value$4.4M (+$281.4K)
Filed 2026-10-02
TritonPoint Partners, LLC
DECREASED
Shares22,282 from 60,504
Change-38,222 (-63%)
Value$4.4M (-$7.2M)
Filed 2026-11-05
Principle Wealth Partners LLC
INCREASED
Shares22,082 from 19,381
Change+2,701 (+14%)
Value$4.3M (+$630.2K)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares21,991 from 18,166
Change+3,825 (+21%)
Value$4.3M (+$843.8K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares21,855 from 22,958
Change-1,103 (-5%)
Value$4.0M (-$388.8K)
Filed 2026-10-30
Sentinel Trust Co LBA
DECREASED
Shares21,756 from 24,616
Change-2,860 (-12%)
Value$4.3K (-$431)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares21,620 from 18,675
Change+2,945 (+16%)
Value$4.2M (+$674.1K)
Filed 2026-10-19
Nixon Peabody Trust Co
INCREASED
Shares21,401 from 21,335
Change+66 (+0%)
Value$4.2M (+$124.5K)
Filed 2026-10-23
Howland Capital Management LLC
INCREASED
Shares21,392 from 16,832
Change+4,560 (+27%)
Value$4.2M (+$980.7K)
Filed 2026-10-22
Ranch Capital Advisors Inc.
INCREASED
Shares21,340 from 21,175
Change+165 (+1%)
Value$4.2M (+$143.0K)
Filed 2026-11-09
Forum Financial Management, LP
DECREASED
Shares21,258 from 21,771
Change-513 (-2%)
Value$4.2M (+$13.3K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
DECREASED
Shares21,147 from 21,162
Change-15 (0%)
Value$4.1M (+$107.7K)
Filed 2026-10-05
Avantax Planning Partners, Inc.
INCREASED
Shares21,145 from 20,524
Change+621 (+3%)
Value$4.1M (+$228.8K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares21,063 from 32,625
Change-11,562 (-35%)
Value$4.1M (-$2.1M)
Filed 2026-11-04
Finley Financial, LLC
DECREASED
Shares21,010 from 21,360
Change-350 (-2%)
Value$4.2M (+$86.5K)
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares20,894 from 18,818
Change+2,076 (+11%)
Value$4.1M (+$504.8K)
Filed 2026-11-06
Van Cleef Asset Management,Inc
UNCHANGED
Shares20,810 from 20,810
Change0 (0%)
Value$4.1M (+$108.8K)
Filed 2026-10-20
Laraway Financial Advisors Inc
DECREASED
Shares20,668 from 21,066
Change-398 (-2%)
Value$4.0M (+$32.2K)
Filed 2026-11-09
Cape ANN Savings Bank
DECREASED
Shares20,660 from 20,760
Change-100 (0%)
Value$4.0M (+$89.0K)
Filed 2026-11-09
Bria Capital Group, LLC
INCREASED
Shares20,638 from 19,650
Change+988 (+5%)
Value$4.0M (+$296.2K)
Filed 2026-10-22
North Star Investment Management Corp.
DECREASED
Shares20,627 from 21,335
Change-708 (-3%)
Value$4.0M (-$26.9K)
Filed 2026-10-27
Arbor Wealth Management Llc\az
DECREASED
Shares20,518 from 20,795
Change-277 (-1%)
Value$4.0M (+$54.5K)
Filed 2026-10-20
Wall Street Financial Group, Inc.
INCREASED
Shares20,509 from 18,214
Change+2,295 (+13%)
Value$4.0M (+$544.5K)
Filed 2026-11-09
Fagan Associates, Inc.
DECREASED
Shares20,495 from 20,968
Change-473 (-2%)
Value$4.0M (+$17.1K)
Filed 2026-10-13
Clearview Wealth Management LLC
INCREASED
Shares20,463 from 20,259
Change+204 (+1%)
Value$4.0M (+$156.7K)
Filed 2026-10-16
Anchyra Partners LLC
UNCHANGED
Shares20,386 from 20,386
Change0 (0%)
Value$4.0M (+$106.6K)
Filed 2026-10-13
PlanVest Financial, Inc
DECREASED
Shares20,366 from 20,805
Change-439 (-2%)
Value$4.0M (+$22.8K)
Filed 2026-11-09
XML Financial, LLC
INCREASED
Shares20,282 from 19,360
Change+922 (+5%)
Value$4.0M (+$281.8K)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares20,206 from 16,114
Change+4,092 (+25%)
Value$4.0M (+$885.4K)
Filed 2026-11-02
Trifecta Capital Advisors, LLC
UNCHANGED
Shares20,187 from 20,187
Change0 (0%)
Value$4.0M (+$105.6K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares20,164 from 19,542
Change+622 (+3%)
Value$4.1M (+$559.2K)
Filed 2026-10-08
Lynch & Associates
DECREASED
Shares20,102 from 20,113
Change-11 (0%)
Value$3.9M (+$103.0K)
Filed 2026-10-13
Harbour Trust & Investment Management Co
DECREASED
Shares20,058 from 20,690
Change-632 (-3%)
Value$3.9M (-$15.5K)
Filed 2026-10-28
Flagstar Securities, Inc
DECREASED
Shares20,006 from 24,260
Change-4,254 (-18%)
Value$3.9M (-$705.9K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares19,785 from 20,069
Change-284 (-1%)
Value$3.9M (+$49.4K)
Filed 2026-10-29
Altura Wealth Advisors Inc.
INCREASED
Shares19,745 from 18,791
Change+954 (+5%)
Value$3.9M (+$285.1K)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares19,737 from 19,616
Change+121 (+1%)
Value$3.9M (+$126.4K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares19,557 from 18,945
Change+612 (+3%)
Value$3.8M (+$218.8K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
DECREASED
Shares19,554 from 20,488
Change-934 (-5%)
Value$3.8M (-$75.7K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares19,543
Change+19,543
Value$3.8M
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares19,489 from 17,444
Change+2,045 (+12%)
Value$3.8M (+$491.7K)
Filed 2026-10-16
Mattern Wealth Management LLC
UNCHANGED
Shares19,324 from 19,324
Change0 (0%)
Value$3.8M (+$101.1K)
Filed 2026-11-04
McHugh Group, LLC
UNCHANGED
Shares19,164 from 19,164
Change0 (0%)
Value$3.8M (+$100.2K)
Filed 2026-10-19
Midwest Professional Planners, Ltd.
DECREASED
Shares19,144 from 19,688
Change-544 (-3%)
Value$3.7M (-$3.6K)
Filed 2026-10-29
Manchester Financial Inc
INCREASED
Shares18,979 from 18,900
Change+79 (+0%)
Value$3.7M (+$114.3K)
Filed 2026-10-15
jvl associates llc
INCREASED
Shares18,971 from 18,970
Change+1 (+0%)
Value$3.7M (+$99.4K)
Filed 2026-10-09
Verum Partners LLC
DECREASED
Shares18,964 from 19,540
Change-576 (-3%)
Value$3.7M (-$10.4K)
Filed 2026-10-21
Bison Wealth, LLC
DECREASED
Shares18,961 from 19,665
Change-704 (-4%)
Value$3.7M (+$113.4K)
Filed 2026-10-13
Bucket List Wealth Management, LLC
DECREASED
Shares18,816 from 19,149
Change-333 (-2%)
Value$3.7M (+$35.0K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares18,761
Change+18,761
Value$3.7M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares18,761 from 18,398
Change+363 (+2%)
Value$3.7M (+$167.2K)
Filed 2026-10-14
MTM Investment Management, LLC
INCREASED
Shares18,720 from 18,662
Change+58 (+0%)
Value$3.7M (+$108.9K)
Filed 2026-10-30
Moors & Cabot, Inc.
INCREASED
Shares18,707 from 18,617
Change+90 (+0%)
Value$3.7M (+$115.0K)
Filed 2026-11-06
David Kennon Inc
INCREASED
Shares18,690 from 18,579
Change+111 (+1%)
Value$3.7M (+$118.9K)
Filed 2026-10-13
Searle & Co.
DECREASED
Shares18,630 from 19,330
Change-700 (-4%)
Value$3.6M (-$35.9K)
Filed 2026-11-04
Markowski Investments
DECREASED
Shares18,616 from 18,635
Change-19 (0%)
Value$3.6M (+$93.8K)
Filed 2026-10-30
Odyssey Capital Advisors, Inc.
DECREASED
Shares18,584 from 18,744
Change-160 (-1%)
Value$3.6M (+$66.8K)
Filed 2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares18,548 from 20,132
Change-1,584 (-8%)
Value$3.6M (-$204.8K)
Filed 2026-10-22
Cedarwood Wealth LLC
INCREASED
Shares18,393 from 17,985
Change+408 (+2%)
Value$3.6M (+$173.8K)
Filed 2026-11-09
City Holding Co
INCREASED
Shares18,313 from 15,088
Change+3,225 (+21%)
Value$3.6M (+$710.2K)
Filed 2026-10-19
Adirondack Trust Co
INCREASED
Shares18,302 from 18,260
Change+42 (+0%)
Value$3.6M (+$103.7K)
Filed 2026-10-14
Fortitude Financial, LLC
INCREASED
Shares18,258 from 15,022
Change+3,236 (+22%)
Value$3.6M (+$712.0K)
Filed 2026-10-19
Kagan Cocozza Asset Management
DECREASED
Shares18,197 from 20,283
Change-2,086 (-10%)
Value$3.6M (-$302.4K)
Filed 2026-10-19
Torrey-Payne Wealth Management, LLC
INCREASED
Shares18,173 from 17,907
Change+266 (+1%)
Value$3.6M (+$145.7K)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares18,160 from 17,127
Change+1,033 (+6%)
Value$3.6M (+$291.9K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares18,138 from 29,233
Change-11,095 (-38%)
Value$3.6M (-$2.0M)
Filed 2026-10-13
University of Texas S AM Investment Management Co
INCREASED
Shares18,078 from 17,701
Change+377 (+2%)
Value$3.5M (+$166.4K)
Filed 2026-11-03
LVM Capital Management LTD
DECREASED
Shares17,989 from 18,372
Change-383 (-2%)
Value$3.5M (+$3.5M)
Filed 2026-10-20
First National Trust Co
INCREASED
Shares17,987 from 16,055
Change+1,932 (+12%)
Value$3.5M (+$462.2K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares17,752 from 14,393
Change+3,359 (+23%)
Value$3.5M (+$732.7K)
Filed 2026-11-03
Wespac Advisors, LLC
INCREASED
Shares17,712 from 8,694
Change+9,018 (+104%)
Value$3.5M (+$1.8M)
Filed 2026-10-26
Cardinal Point Capital Management ULC
INCREASED
Shares17,651 from 14,737
Change+2,914 (+20%)
Value$3.5M (+$647.2K)
Filed 2026-10-21
Cornerstone Advisory, LLC
DECREASED
Shares17,419 from 17,451
Change-32 (0%)
Value$3.4M (+$84.9K)
Filed 2026-11-06
Box Hill Private Wealth LLC
INCREASED
Shares17,368 from 16,648
Change+720 (+4%)
Value$3.4M (+$228.0K)
Filed 2026-10-05
Saxon Interests, Inc.
DECREASED
Shares17,335 from 17,387
Change-52 (0%)
Value$3.4M (+$80.8K)
Filed 2026-10-26
MMA Asset Management LLC
DECREASED
Shares17,308 from 17,495
Change-187 (-1%)
Value$3.4M (+$54.9K)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares17,188 from 4,247
Change+12,941 (+305%)
Value$3.4M (+$2.6M)
Filed 2026-10-30
TBH Global Asset Management, LLC
INCREASED
Shares17,187 from 6,815
Change+10,372 (+152%)
Value$2.3M (+$989.3K)
Filed 2026-11-03
Theory Financial LLC
DECREASED
Shares17,184 from 30,217
Change-13,033 (-43%)
Value$3.4M (-$2.4M)
Filed 2026-11-09
Moneco Advisors, LLC
DECREASED
Shares17,121 from 17,904
Change-783 (-4%)
Value$3.4M (-$59.5K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares17,032 from 15,706
Change+1,326 (+8%)
Value$3.4M (+$494.3K)
Filed 2026-10-28
1834 Investment Advisors Co
DECREASED
Shares16,986 from 18,929
Change-1,943 (-10%)
Value$3.3M (-$281.3K)
Filed 2026-10-16
Strategy Asset Managers LLC
DECREASED
Shares16,883 from 17,160
Change-277 (-2%)
Value$3.3M (+$35.4K)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares16,815 from 16,132
Change+683 (+4%)
Value$3.3M (+$218.1K)
Filed 2026-10-19
Chilton Capital Management LLC
UNCHANGED
Shares16,803 from 16,803
Change0 (0%)
Value$3.3M (+$87.9K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares16,712 from 16,911
Change-199 (-1%)
Value$3.3M (+$49.4K)
Filed 2026-10-28
Fourpath Capital Management, LLC
INCREASED
Shares16,708 from 15,607
Change+1,101 (+7%)
Value$3.3M (+$297.0K)
Filed 2026-10-19
Herbst Group, LLC
DECREASED
Shares16,631 from 17,737
Change-1,106 (-6%)
Value$3.3M (-$123.7K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
DECREASED
Shares16,585 from 18,201
Change-1,616 (-9%)
Value$3.2K (-$221)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares16,310 from 14,718
Change+1,592 (+11%)
Value$3.2M (+$388.5K)
Filed 2026-10-20
Busey Bank
INCREASED
Shares16,281 from 16,155
Change+126 (+1%)
Value$3.2M (+$109.2K)
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares16,202 from 14,849
Change+1,353 (+9%)
Value$3.2M (+$342.4K)
Filed 2026-11-06
Retireful, LLC
NEW
Shares16,139
Change+16,139
Value$3.2M
Filed 2026-10-09
Black Diamond Financial, LLC
INCREASED
Shares16,077 from 15,884
Change+193 (+1%)
Value$3.1M (+$120.9K)
Filed 2026-10-26
Beacon Capital Management, Inc.
DECREASED
Shares16,050 from 16,651
Change-601 (-4%)
Value$3.1M (-$30.6K)
Filed 2026-10-13
Eastern Bank
DECREASED
Shares15,912 from 16,641
Change-729 (-4%)
Value$3.1M (-$55.7K)
Filed 2026-10-05
BLB&B Advisors, LLC
DECREASED
Shares15,884 from 17,700
Change-1,816 (-10%)
Value$3.1M (-$262.8K)
Filed 2026-10-27
Advocate Investing Services LLC
DECREASED
Shares15,850 from 16,050
Change-200 (-1%)
Value$3.1M (+$44.8K)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares15,827 from 15,462
Change+365 (+2%)
Value$3.1M (+$152.3K)
Filed 2026-10-22
LVZ, Inc.
INCREASED
Shares15,781 from 15,263
Change+518 (+3%)
Value$3.1M (+$181.2K)
Filed 2026-10-20
CFC Planning Co LLC
DECREASED
Shares15,765 from 15,783
Change-18 (0%)
Value$3.1M (+$79.2K)
Filed 2026-10-28
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares15,741 from 25,183
Change-9,442 (-37%)
Value$3.1M (-$1.7M)
Filed 2026-10-19
Acima Private Wealth, LLC
UNCHANGED
Shares15,602 from 15,602
Change0 (0%)
Value$3.1M (+$81.6K)
Filed 2026-10-05
RDA Financial Network
DECREASED
Shares15,543 from 16,775
Change-1,232 (-7%)
Value$3.0M (-$153.4K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares15,455 from 16,386
Change-931 (-6%)
Value$3.0M (-$96.5K)
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares15,403 from 15,441
Change-38 (0%)
Value$3.0M (+$73.3K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares15,373 from 15,287
Change+86 (+1%)
Value$3.0M (+$96.8K)
Filed 2026-10-30
Gold Investment Management Ltd.
DECREASED
Shares15,262 from 15,710
Change-448 (-3%)
Value$3.0M (-$4.6K)
Filed 2026-10-19
Maia Wealth LLC
INCREASED
Shares15,216 from 14,822
Change+394 (+3%)
Value$3.0M (+$154.6K)
Filed 2026-10-19
Independent Wealth Network Inc.
DECREASED
Shares15,170 from 15,214
Change-44 (0%)
Value$3.0M (+$70.9K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares15,143 from 15,143
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-26
Arrow Financial Corp
UNCHANGED
Shares15,117 from 15,117
Change0 (0%)
Value$3.0M (+$79.1K)
Filed 2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares14,975 from 9,682
Change+5,293 (+55%)
Value$2.9M (+$1.1M)
Filed 2026-10-20
Luminist Capital LLC
INCREASED
Shares14,896 from 11,423
Change+3,473 (+30%)
Value$2.9M (+$762.0K)
Filed 2026-11-10
Graetz Wealth LLC
NEW
Shares14,840
Change+14,840
Value$2.9M
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares14,738 from 15,178
Change-440 (-3%)
Value$2.9M (-$6.6K)
Filed 2026-10-22
Sharkey, Howes & Javer
INCREASED
Shares14,703 from 14,696
Change+7 (+0%)
Value$2.9M (+$78.2K)
Filed 2026-10-22
Valen Private Capital, LLC
NEW
Shares14,702
Change+14,702
Value$2.9M
Filed 2026-10-23
Jackson Square Capital, LLC
INCREASED
Shares14,639 from 9,800
Change+4,839 (+49%)
Value$2.9M (+$998.5K)
Filed 2026-10-19
Auxano Advisors, LLC
INCREASED
Shares14,576 from 14,574
Change+2 (+0%)
Value$2.9M (+$76.4K)
Filed 2026-11-06
Objective Capital Management, LLC
DECREASED
Shares14,513 from 14,863
Change-350 (-2%)
Value$2.8M (+$9.2K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares14,511 from 14,558
Change-47 (0%)
Value$2.8M (+$67.0K)
Filed 2026-10-23
Powers Capital, LLC
UNCHANGED
Shares14,390 from 14,390
Change0 (0%)
Value$2.8M (+$75.3K)
Filed 2026-11-04
Rhodes Investment Advisors Inc
INCREASED
Shares14,372 from 13,113
Change+1,259 (+10%)
Value$2.8M (+$315.0K)
Filed 2026-10-07
Peterson Wealth Management
INCREASED
Shares14,345 from 2,690
Change+11,655 (+433%)
Value$2.8M (+$2.3M)
Filed 2026-11-06
Optas, LLC
UNCHANGED
Shares14,318 from 14,318
Change0 (0%)
Value$2.8M (+$74.9K)
Filed 2026-11-09
Purkiss Capital Advisors LLC
DECREASED
Shares14,286 from 15,113
Change-827 (-5%)
Value$2.8M (-$82.8K)
Filed 2026-11-06
Ndwm LLC
DECREASED
Shares14,285 from 14,470
Change-185 (-1%)
Value$2.8M (+$39.3K)
Filed 2026-11-05
Legacy Edge Advisors, LLC
INCREASED
Shares14,166 from 12,472
Change+1,694 (+14%)
Value$2.8M (+$396.8K)
Filed 2026-11-06
German American Bancorp, Inc.
DECREASED
Shares14,086 from 14,105
Change-19 (0%)
Value$2.8M (+$70.1K)
Filed 2026-11-10
Kaizen Financial Strategies
DECREASED
Shares13,980 from 14,195
Change-215 (-2%)
Value$2.7M (+$101.7K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
INCREASED
Shares13,941 from 13,927
Change+14 (+0%)
Value$2.8M (+$117.8K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
INCREASED
Shares13,912 from 13,896
Change+16 (+0%)
Value$2.7M (+$75.7K)
Filed 2026-11-04
Kane Investment Management, Inc.
INCREASED
Shares13,829 from 13,813
Change+16 (+0%)
Value$2.7M (+$75.4K)
Filed 2026-11-09
Scheeler Financial LLC
NEW
Shares13,802
Change+13,802
Value$2.7M
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares13,769 from 15,209
Change-1,440 (-9%)
Value$2.7M (-$202.3K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
INCREASED
Shares13,724 from 13,385
Change+339 (+3%)
Value$2.7M (+$136.4K)
Filed 2026-11-03
Wealthgarden F.S. LLC
DECREASED
Shares13,593 from 15,586
Change-1,993 (-13%)
Value$2.7M (-$308.6K)
Filed 2026-11-09
Argent Trust Co
DECREASED
Shares13,471 from 13,641
Change-170 (-1%)
Value$2.6M (+$38.1K)
Filed 2026-11-09
Bank of New Hampshire
UNCHANGED
Shares13,450 from 13,450
Change0 (0%)
Value$2.6M (+$70.3K)
Filed 2026-10-06
Cresta Advisors, Ltd.
DECREASED
Shares13,382 from 36,256
Change-22,874 (-63%)
Value$2.6M (-$4.3M)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
INCREASED
Shares13,330 from 13,329
Change+1 (+0%)
Value$2.6M (+$268.9K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares13,154 from 14,219
Change-1,065 (-7%)
Value$2.6M (-$134.0K)
Filed 2026-10-08
Equitable Trust Co
DECREASED
Shares13,134 from 13,340
Change-206 (-2%)
Value$2.6M (+$29.4K)
Filed 2026-10-13
Americana Partners, LLC
DECREASED
Shares13,121 from 13,701
Change-580 (-4%)
Value$2.6M (-$41.9K)
Filed 2026-10-28
Legacy Capital Group California, Inc.
INCREASED
Shares13,032 from 12,120
Change+912 (+8%)
Value$2.6M (+$241.9K)
Filed 2026-11-09
Summit Place Financial Advisors, LLC
DECREASED
Shares13,022 from 13,922
Change-900 (-6%)
Value$2.5M (-$103.4K)
Filed 2026-10-23
DT Investment Partners, LLC
UNCHANGED
Shares13,020 from 13,020
Change0 (0%)
Value$2.5M (+$68.1K)
Filed 2026-10-27
Guardian Partners Inc.
INCREASED
Shares12,976 from 1,382
Change+11,594 (+839%)
Value$2.5M (+$2.3M)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares12,877 from 13,295
Change-418 (-3%)
Value$2.5M (-$12.3K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares12,841 from 10,456
Change+2,385 (+23%)
Value$2.5M (+$521.4K)
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares12,772 from 12,075
Change+697 (+6%)
Value$2.5M (+$199.6K)
Filed 2026-10-28
Y.D. More Investments Ltd
INCREASED
Shares12,742 from 12,442
Change+300 (+2%)
Value$2.5M (+$124.1K)
Filed 2026-11-02
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares12,729 from 16,573
Change-3,844 (-23%)
Value$2.5M (-$665.8K)
Filed 2026-10-09
Golden State Wealth Management, LLC
INCREASED
Shares12,629 from 12,411
Change+218 (+2%)
Value$2.5M (+$107.5K)
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares12,525 from 305
Change+12,220 (+4007%)
Value$2.5M (+$2.4M)
Filed 2026-10-23
Barings LLC
DECREASED
Shares12,424 from 12,444
Change-20 (0%)
Value$2.4M (+$61.2K)
Filed 2026-10-22
Beacon Bank & Trust
UNCHANGED
Shares12,410 from 12,410
Change0 (0%)
Value$2.4M (+$64.9K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
DECREASED
Shares12,391 from 14,971
Change-2,580 (-17%)
Value$2.4M (-$426.8K)
Filed 2026-10-15
Greenleaf Trust
UNCHANGED
Shares12,391 from 12,391
Change0 (0%)
Value$2.4M (+$64.8K)
Filed 2026-10-29
KDK Private Wealth Management, LLC
UNCHANGED
Shares12,287 from 12,287
Change0 (0%)
Value$2.4M (+$64.3K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares12,276 from 6,137
Change+6,139 (+100%)
Value$2.4M (+$1.2M)
Filed 2026-10-19
M Holdings Securities, Inc.
INCREASED
Shares12,241 from 11,849
Change+392 (+3%)
Value$2.2K (+$16)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares12,237 from 12,380
Change-143 (-1%)
Value$2.4M (+$36.7K)
Filed 2026-10-13
Founders Financial Alliance, LLC
DECREASED
Shares12,223 from 12,333
Change-110 (-1%)
Value$2.4M (+$42.7K)
Filed 2026-11-10
Annex Advisory Services, LLC
INCREASED
Shares12,223 from 12,214
Change+9 (+0%)
Value$2.4M (+$65.7K)
Filed 2026-10-16
Koss-Olinger Consulting, LLC
DECREASED
Shares12,132 from 17,688
Change-5,556 (-31%)
Value$2.4M (-$995.2K)
Filed 2026-11-10
August Group Capital Ltd
UNCHANGED
Shares12,130 from 12,130
Change0 (0%)
Value$2.4M (+$63.4K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares12,105 from 15,111
Change-3,006 (-20%)
Value$2.4M (-$509.3K)
Filed 2026-10-14
Finward Bancorp
INCREASED
Shares12,080 from 11,899
Change+181 (+2%)
Value$2.4M (+$97.7K)
Filed 2026-10-14
Maltin Wealth Management, Inc.
DECREASED
Shares12,059 from 12,220
Change-161 (-1%)
Value$2.4M (+$32.4K)
Filed 2026-10-13
Lionshead Wealth Management, LLC
UNCHANGED
Shares11,942 from 11,942
Change0 (0%)
Value$2.3M (+$62.5K)
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares11,890 from 12,294
Change-404 (-3%)
Value$2.3M (-$14.7K)
Filed 2026-11-03
Gilliland Jeter Wealth Management LLC
DECREASED
Shares11,853 from 12,153
Change-300 (-2%)
Value$2.3M (+$4.9K)
Filed 2026-10-28
Wealth Architects, LLC
UNCHANGED
Shares11,804 from 11,804
Change0 (0%)
Value$2.3M (+$61.7K)
Filed 2026-11-03
Swmg, LLC
INCREASED
Shares11,796 from 10,646
Change+1,150 (+11%)
Value$2.2M (+$196.2K)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
DECREASED
Shares11,777 from 12,493
Change-716 (-6%)
Value$2.3M (-$74.8K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares11,763 from 11,835
Change-72 (-1%)
Value$2.3M (+$47.8K)
Filed 2026-10-13
One Day In July LLC
DECREASED
Shares11,739 from 12,011
Change-272 (-2%)
Value$2.3M (+$9.6K)
Filed 2026-10-30
Chicago Trust Co NA
DECREASED
Shares11,706 from 12,592
Change-886 (-7%)
Value$2.3M (-$107.6K)
Filed 2026-10-28
Toews Corp
INCREASED
Shares11,700 from 8,700
Change+3,000 (+34%)
Value$2.3M (+$632.8K)
Filed 2026-11-09
Rational Advisors, Inc.
INCREASED
Shares11,600 from 6,000
Change+5,600 (+93%)
Value$2.3M (+$1.1M)
Filed 2026-11-02
Smithbridge Asset Management Inc
INCREASED
Shares11,588 from 10,888
Change+700 (+6%)
Value$2.3M (+$194.0K)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares11,582 from 11,666
Change-84 (-1%)
Value$2.3M (+$44.6K)
Filed 2026-10-26
Lebenthal Global Advisors, LLC
DECREASED
Shares11,484 from 12,158
Change-674 (-6%)
Value$2.2M (-$68.4K)
Filed 2026-10-28
Correct Capital Wealth Management
INCREASED
Shares11,469 from 11,295
Change+174 (+2%)
Value$2.2M (+$93.2K)
Filed 2026-11-02
Marco Investment Management LLC
INCREASED
Shares11,433 from 11,272
Change+161 (+1%)
Value$2.2M (+$90.5K)
Filed 2026-11-09
Fulton Breakefield Broenniman LLC
DECREASED
Shares11,368 from 11,397
Change-29 (0%)
Value$2.2M (+$53.9K)
Filed 2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
NEW
Shares11,364
Change+11,364
Value$2.2M
Filed 2026-10-15
Element Pointe Advisors, LLC
INCREASED
Shares11,343 from 10,986
Change+357 (+3%)
Value$2.2M (+$127.3K)
Filed 2026-10-21
GenTrust, LLC
DECREASED
Shares11,327 from 15,469
Change-4,142 (-27%)
Value$2.2M (-$729.9K)
Filed 2026-11-06
Indiana Trust & Investment Management Co
INCREASED
Shares11,269 from 2,044
Change+9,225 (+451%)
Value$2.2M (+$1.8M)
Filed 2026-10-22
Coldstream Capital Management Inc
INCREASED
Shares11,186 from 10,975
Change+211 (+2%)
Value$2.2M (+$98.9K)
Filed 2026-11-09
Pathway Financial Advisors LLC
DECREASED
Shares11,177 from 11,202
Change-25 (0%)
Value$2.2M (+$164.9K)
Filed 2026-10-07
Fjell Capital, LLC
INCREASED
Shares11,163 from 10,438
Change+725 (+7%)
Value$2.2M (+$196.3K)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
DECREASED
Shares11,161 from 11,303
Change-142 (-1%)
Value$2.2M (+$31.3K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares11,154 from 10,497
Change+657 (+6%)
Value$2.2M (+$183.5K)
Filed 2026-10-13
R2 Capital Strategies, LLC
INCREASED
Shares11,139 from 10,834
Change+305 (+3%)
Value$2.2M (+$116.4K)
Filed 2026-10-15
Ehrlich Financial Group
DECREASED
Shares11,138 from 11,554
Change-416 (-4%)
Value$2.2M (-$21.0K)
Filed 2026-10-20
Richmond Investment Services, LLC
DECREASED
Shares11,095 from 11,159
Change-64 (-1%)
Value$2.2M (+$45.9K)
Filed 2026-10-29
Cookson Peirce & Co Inc
INCREASED
Shares11,056 from 10,848
Change+208 (+2%)
Value$2.2M (+$97.5K)
Filed 2026-10-30
Xcel Wealth Management, LLC
DECREASED
Shares11,029 from 11,159
Change-130 (-1%)
Value$2.2M (+$32.9K)
Filed 2026-10-26
Lpwm LLC
INCREASED
Shares11,022 from 10,988
Change+34 (+0%)
Value$2.2M (+$64.1K)
Filed 2026-10-20
Armor Investment Advisors, LLC
DECREASED
Shares11,021 from 11,983
Change-962 (-8%)
Value$2.2M (-$125.6K)
Filed 2026-10-27
Certified Advisory Corp
DECREASED
Shares10,918 from 12,612
Change-1,694 (-13%)
Value$2.1M (-$265.6K)
Filed 2026-10-29
United Community Bank
DECREASED
Shares10,917 from 11,297
Change-380 (-3%)
Value$2.1M (-$15.3K)
Filed 2026-10-28
NTV Asset Management LLC
DECREASED
Shares10,879 from 11,024
Change-145 (-1%)
Value$2.1M (+$29.3K)
Filed 2026-10-23
Blue Capital, Inc.
INCREASED
Shares10,863 from 8,255
Change+2,608 (+32%)
Value$2.1M (+$553.8K)
Filed 2026-10-13
Highland Capital Management, LLC
INCREASED
Shares10,852 from 10,672
Change+180 (+2%)
Value$2.1M (+$91.1K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
INCREASED
Shares10,838 from 1,118
Change+9,720 (+869%)
Value$2.1M (+$1.9M)
Filed 2026-10-13
626 Financial, LLC
INCREASED
Shares10,828 from 10,824
Change+4 (+0%)
Value$2.1M (+$57.4K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED
Shares10,810 from 10,810
Change0 (0%)
Value$2.1M (+$56.6K)
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
DECREASED
Shares10,736 from 10,768
Change-32 (0%)
Value$2.1M (+$50.2K)
Filed 2026-10-16
Atlas Private Wealth Advisors
DECREASED
Shares10,711 from 11,153
Change-442 (-4%)
Value$2.1M (-$28.1K)
Filed 2026-10-23
Alterna Wealth Management, Inc
DECREASED
Shares10,678 from 15,390
Change-4,712 (-31%)
Value$2.1M (-$841.9K)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares10,640 from 10,962
Change-322 (-3%)
Value$2.1M (-$5.8K)
Filed 2026-10-13
Garde Capital, Inc.
INCREASED
Shares10,564 from 10,549
Change+15 (+0%)
Value$2.1M (+$58.1K)
Filed 2026-10-29
Trust Co of Oklahoma
DECREASED
Shares10,534 from 10,561
Change-27 (0%)
Value$2.1M (+$49.9K)
Filed 2026-10-15
King Luther Capital Management Corp
DECREASED
Shares10,492 from 11,826
Change-1,334 (-11%)
Value$2.1M (-$199.3K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares10,483 from 10,517
Change-34 (0%)
Value$2.1M (+$48.3K)
Filed 2026-10-05
Gamma Investing LLC
INCREASED
Shares10,468 from 10,140
Change+328 (+3%)
Value$2.0M (+$117.2K)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares10,378 from 10,369
Change+9 (+0%)
Value$2.0M (+$56.0K)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares10,340 from 10,480
Change-140 (-1%)
Value$2.0M (+$27.4K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW
Shares10,307
Change+10,307
Value$2.0M
Filed 2026-10-16
Flywheel Private Wealth LLC
INCREASED
Shares10,288 from 8,687
Change+1,601 (+18%)
Value$2.0M (+$358.6K)
Filed 2026-11-02
Chemistry Wealth Management LLC
INCREASED
Shares10,276 from 10,275
Change+1 (+0%)
Value$2.0M (+$53.8K)
Filed 2026-10-16
Hilltop National Bank
UNCHANGED
Shares10,154 from 10,154
Change0 (0%)
Value$2.0M (+$53.1K)
Filed 2026-10-14
Calamos Wealth Management LLC
DECREASED
Shares10,138 from 11,638
Change-1,500 (-13%)
Value$2.0M (-$232.8K)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares10,122 from 10,362
Change-240 (-2%)
Value$2.0M (+$7.2K)
Filed 2026-10-29
Newman Dignan & Sheerar, Inc.
INCREASED
Shares10,122 from 10,121
Change+1 (+0%)
Value$2.0M (+$53.2K)
Filed 2026-10-21
Ackerman Asset Management, LLC
INCREASED
Shares10,007 from 9,992
Change+15 (+0%)
Value$2.0M (+$55.2K)
Filed 2026-11-09
Peoples Bank
DECREASED
Shares9,977 from 10,382
Change-405 (-4%)
Value$2.0M (-$25.0K)
Filed 2026-10-09
Cane Capital Partners, LLC
INCREASED
Shares9,974 from 9,474
Change+500 (+5%)
Value$2.0M (+$147.4K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED
Shares9,804 from 9,803
Change+1 (+0%)
Value$1.9M (+$51.4K)
Filed 2026-11-02
Penobscot Wealth Management
DECREASED
Shares9,795 from 10,159
Change-364 (-4%)
Value$1.9M (-$18.2K)
Filed 2026-10-21
Noesis Capital Mangement Corp
DECREASED
Shares9,731 from 11,231
Change-1,500 (-13%)
Value$1.9M (-$234.9K)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares9,728 from 9,728
Change0 (0%)
Value$1.9M (+$50.9K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
DECREASED
Shares9,704 from 9,906
Change-202 (-2%)
Value$1.9M (+$12.2K)
Filed 2026-10-22
Essex Bank
DECREASED
Shares9,700 from 9,750
Change-50 (-1%)
Value$1.9M (+$41.2K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
INCREASED
Shares9,687 from 9,683
Change+4 (+0%)
Value$1.9M (+$51.5K)
Filed 2026-11-04
ProVise Management Group, LLC
DECREASED
Shares9,662 from 10,611
Change-949 (-9%)
Value$1.9M (-$130.3K)
Filed 2026-11-06
MN Wealth Advisors, LLC
INCREASED
Shares9,643 from 9,364
Change+279 (+3%)
Value$1.9M (+$103.6K)
Filed 2026-10-23
Matthew Goff Investment Advisor, LLC
INCREASED
Shares9,617 from 9,604
Change+13 (+0%)
Value$1.9M (+$52.7K)
Filed 2026-10-13
Bridges Investment Management Inc
NEW
Shares9,597
Change+9,597
Value$1.9M
Filed 2026-11-10
Grantvest Financial Group LLC
DECREASED
Shares9,582 from 9,739
Change-157 (-2%)
Value$1.9M (+$20.2K)
Filed 2026-10-21
Wagner Wealth Management, Corp
INCREASED
Shares9,574 from 9,129
Change+445 (+5%)
Value$1.9M (+$134.9K)
Filed 2026-10-20
Biltmore Family Office, LLC
INCREASED
Shares9,574 from 9,250
Change+324 (+4%)
Value$1.9M (+$111.7K)
Filed 2026-11-03
HCR Wealth Advisors
UNCHANGED
Shares9,565 from 9,565
Change0 (0%)
Value$1.9M (+$50.0K)
Filed 2026-10-15
Welch Group, LLC
INCREASED
Shares9,562 from 7,192
Change+2,370 (+33%)
Value$1.9M (+$501.6K)
Filed 2026-10-29
True Private Wealth Advisors
DECREASED
Shares9,538 from 10,045
Change-507 (-5%)
Value$1.9M (-$46.5K)
Filed 2026-10-19
Gateway Investment Advisers LLC
INCREASED
Shares9,528 from 4,692
Change+4,836 (+103%)
Value$1.9M (+$971.2K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
INCREASED
Shares9,524 from 9,136
Change+388 (+4%)
Value$1.9M (+$123.8K)
Filed 2026-10-16
Whitener Capital Management, Inc.
INCREASED
Shares9,508 from 9,311
Change+197 (+2%)
Value$1.9M (+$87.3K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares9,474 from 9,993
Change-519 (-5%)
Value$1.9M (-$49.3K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares9,459 from 9,453
Change+6 (+0%)
Value$1.9M (+$50.5K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,438 from 9,532
Change-94 (-1%)
Value$1.8M (+$31.5K)
Filed 2026-10-21
Triangle Securities Wealth Management
DECREASED
Shares9,390 from 9,460
Change-70 (-1%)
Value$1.8M (+$35.8K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares9,344 from 10,299
Change-955 (-9%)
Value$1.8M (-$133.1K)
Filed 2026-10-22
Sherry Group, Inc.
INCREASED
Shares9,277 from 9,172
Change+105 (+1%)
Value$1.8M (+$115.4K)
Filed 2026-10-09
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares9,260 from 9,314
Change-54 (-1%)
Value$1.8M (+$38.1K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares9,246 from 8,871
Change+375 (+4%)
Value$1.8M (+$119.7K)
Filed 2026-11-03
Concord Wealth Partners
DECREASED
Shares9,182 from 9,198
Change-16 (0%)
Value$1.8M (+$44.8K)
Filed 2026-11-02
Parisi Gray Wealth Management
INCREASED
Shares9,120 from 9,119
Change+1 (+0%)
Value$1.8M (+$48.0K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares9,119 from 8,462
Change+657 (+8%)
Value$1.8M (+$172.9K)
Filed 2026-10-26
Schmidt P J Investment Management Inc
INCREASED
Shares9,108 from 8,962
Change+146 (+2%)
Value$1.8M (+$75.5K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares9,094 from 9,086
Change+8 (+0%)
Value$1.8M (+$182.0K)
Filed 2026-10-19
Q3 Asset Management
DECREASED
Shares9,055 from 28,699
Change-19,644 (-68%)
Value$1.8K (-$5.5M)
Filed 2026-11-06
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares9,050 from 9,050
Change0 (0%)
Value$1.8M (+$47.3K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
UNCHANGED
Shares9,029 from 9,029
Change0 (0%)
Value$1.8M (+$47.2K)
Filed 2026-10-20
Polaris Investment Advisors, LLC
DECREASED
Shares9,012 from 9,480
Change-468 (-5%)
Value$1.8M (-$42.0K)
Filed 2026-10-20
CVS Health Corp
NEW
Shares9,000
Change+9,000
Value$1.8M
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares8,995 from 10,425
Change-1,430 (-14%)
Value$1.8M (-$225.4K)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares8,954 from 8,406
Change+548 (+7%)
Value$1.8M (+$151.1K)
Filed 2026-10-22
Edgestream Partners, L.P.
INCREASED
Shares8,921 from 3,053
Change+5,868 (+192%)
Value$1.7M (+$1.2M)
Filed 2026-11-10
Plante Moran Financial Advisors, LLC
INCREASED
Shares8,918 from 7,999
Change+919 (+11%)
Value$1.7M (+$221.9K)
Filed 2026-11-04
Concord Asset Management, LLC
DECREASED
Shares8,911 from 9,001
Change-90 (-1%)
Value$1.7M (+$29.5K)
Filed 2026-11-02
McGuire Investment Group, LLC
DECREASED
Shares8,889 from 8,948
Change-59 (-1%)
Value$1.7M (+$35.2K)
Filed 2026-10-23
First Financial Bankshares Inc
NEW
Shares8,820
Change+8,820
Value$1.7M
Filed 2026-11-10
Signature Wealth Management Partners, LLC
UNCHANGED
Shares8,816 from 8,816
Change0 (0%)
Value$1.7M (+$46.1K)
Filed 2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED
Shares8,791 from 9,127
Change-336 (-4%)
Value$1.7M (-$18.0K)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares8,776 from 7,955
Change+821 (+10%)
Value$1.7M (+$202.3K)
Filed 2026-11-03
Capital Square, LLC
DECREASED
Shares8,721 from 8,755
Change-34 (0%)
Value$1.7M (+$80.6K)
Filed 2026-10-19
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$1.6M (+$45.0K)
Filed 2026-10-21
Ellis Investment Partners, LLC
INCREASED
Shares8,697 from 8,191
Change+506 (+6%)
Value$1.7M (+$141.7K)
Filed 2026-10-21
Solstein Capital, LLC
DECREASED
Shares8,679 from 8,721
Change-42 (0%)
Value$1.7M (+$37.4K)
Filed 2026-11-02
Jm2 Capital Inc.
DECREASED
Shares8,658 from 8,691
Change-33 (0%)
Value$1.7M (+$39.0K)
Filed 2026-10-14
Coyle Financial Counsel LLC
DECREASED
Shares8,637 from 8,638
Change-1 (0%)
Value$1.7M (+$45.0K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares8,624 from 8,080
Change+544 (+7%)
Value$1.7M (+$148.6K)
Filed 2026-10-14
Hardy Reed LLC
UNCHANGED
Shares8,624 from 8,624
Change0 (0%)
Value$1.7M (+$45.1K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
DECREASED
Shares8,610 from 8,720
Change-110 (-1%)
Value$1.7M (+$24.1K)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares8,521 from 6,978
Change+1,543 (+22%)
Value$1.7M (+$338.5K)
Filed 2026-11-04
Everett Harris & Co
DECREASED
Shares8,508 from 8,808
Change-300 (-3%)
Value$1.7M (-$12.7K)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
INCREASED
Shares8,507 from 8,246
Change+261 (+3%)
Value$1.7M (+$94.3K)
Filed 2026-10-23
Tanglewood Wealth Management, Inc.
DECREASED
Shares8,484 from 8,999
Change-515 (-6%)
Value$1.7M (-$53.7K)
Filed 2026-10-23
Elco Management Co., LLC
UNCHANGED
Shares8,481 from 8,481
Change0 (0%)
Value$1.7M (+$44.4K)
Filed 2026-10-14
Brady Family Wealth, LLC
DECREASED
Shares8,451 from 8,505
Change-54 (-1%)
Value$1.7M (+$33.9K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
INCREASED
Shares8,450 from 6,398
Change+2,052 (+32%)
Value$1.7M (+$435.1K)
Filed 2026-10-20
Global View Capital Management LLC
INCREASED
Shares8,443 from 5,177
Change+3,266 (+63%)
Value$1.7M (+$666.4K)
Filed 2026-10-28
Delta Investment Management, LLC
INCREASED
Shares8,389 from 8,333
Change+56 (+1%)
Value$1.6M (+$54.6K)
Filed 2026-11-09
Perryman Financial Advisory Inc
INCREASED
Shares8,388 from 8,234
Change+154 (+2%)
Value$1.6M (+$73.2K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED
Shares8,368 from 10,604
Change-2,236 (-21%)
Value$1.6M (-$382.2K)
Filed 2026-10-26
Aspiriant, LLC
INCREASED
Shares8,359 from 7,516
Change+843 (+11%)
Value$1.6M (+$204.3K)
Filed 2026-10-16
Altus Wealth Group LLC
UNCHANGED
Shares8,330 from 8,330
Change0 (0%)
Value$1.6M (+$43.6K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares8,277 from 8,337
Change-60 (-1%)
Value$1.6M (+$31.8K)
Filed 2026-10-16
Seelaus Asset Management LLC
DECREASED
Shares8,270 from 8,670
Change-400 (-5%)
Value$1.6M (-$33.0K)
Filed 2026-10-14
LVW Advisors, LLC
UNCHANGED
Shares8,258 from 8,258
Change0 (0%)
Value$1.6M (+$43.2K)
Filed 2026-10-19
Selective Wealth Management, Inc.
DECREASED
Shares8,216 from 9,476
Change-1,260 (-13%)
Value$1.6M (-$109.5K)
Filed 2026-10-16
John W. Brooker & Co., CPAs
INCREASED
Shares8,199 from 7,651
Change+548 (+7%)
Value$1.6M (+$147.3K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,179 from 7,966
Change+213 (+3%)
Value$1.6M (+$83.2K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares8,165 from 7,874
Change+291 (+4%)
Value$1.6M (+$98.3K)
Filed 2026-10-19
HRC Wealth Management, LLC
INCREASED
Shares8,137 from 7,238
Change+899 (+12%)
Value$1.6M (+$213.7K)
Filed 2026-10-16
Welch & Forbes LLC
UNCHANGED
Shares8,125 from 8,125
Change0 (0%)
Value$1.6M (+$42.5K)
Filed 2026-11-04
McAdam, LLC
DECREASED
Shares8,111 from 9,469
Change-1,358 (-14%)
Value$1.6M (-$216.4K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
DECREASED
Shares8,097 from 8,924
Change-827 (-9%)
Value$1.6M (-$115.2K)
Filed 2026-11-02
Hobart Private Capital, LLC
DECREASED
Shares8,093 from 8,095
Change-2 (0%)
Value$1.6M (+$41.9K)
Filed 2026-10-19
Summit Financial Consulting LLC
INCREASED
Shares8,076 from 7,921
Change+155 (+2%)
Value$1.6M (+$71.8K)
Filed 2026-10-15
Financial & Tax Architects, LLC
INCREASED
Shares8,042 from 7,568
Change+474 (+6%)
Value$1.6M (+$132.4K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
DECREASED
Shares8,037 from 8,061
Change-24 (0%)
Value$1.6M (+$37.5K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
INCREASED
Shares8,034 from 7,990
Change+44 (+1%)
Value$1.6M (+$50.4K)
Filed 2026-10-16
Sather Financial Group Inc
DECREASED
Shares8,033 from 8,491
Change-458 (-5%)
Value$1.6M (-$45.2K)
Filed 2026-10-30
Winthrop Advisory Group LLC
DECREASED
Shares8,029 from 9,232
Change-1,203 (-13%)
Value$1.6M (-$187.2K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares8,002 from 7,689
Change+313 (+4%)
Value$1.6M (+$101.5K)
Filed 2026-10-19
Compass Capital Management, Inc
NEW
Shares8,000
Change+8,000
Value$1.6M
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares7,983 from 8,073
Change-90 (-1%)
Value$1.6M (+$24.6K)
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares7,974 from 7,997
Change-23 (0%)
Value$1.6M (+$37.4K)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares7,937 from 7,839
Change+98 (+1%)
Value$1.6M (+$60.3K)
Filed 2026-11-05
First International Bank of Israel Ltd.
INCREASED
Shares7,936 from 7,596
Change+340 (+4%)
Value$1.6M (+$106.3K)
Filed 2026-11-04
Nadler Financial Group, Inc.
DECREASED
Shares7,927 from 9,297
Change-1,370 (-15%)
Value$1.6M (-$219.6K)
Filed 2026-10-23
HBK Sorce Advisory LLC
DECREASED
Shares7,896 from 7,926
Change-30 (0%)
Value$1.3M (-$191.2K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares7,891 from 8,121
Change-230 (-3%)
Value$1.5M (-$2.6K)
Filed 2026-10-23
River Wealth Advisors LLC
DECREASED
Shares7,852 from 8,566
Change-714 (-8%)
Value$1.5M (-$95.0K)
Filed 2026-11-09
Delta Capital Management LLC
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$1.5K (+$41)
Filed 2026-10-16
Forza Wealth Management, LLC
UNCHANGED
Shares7,810 from 7,810
Change0 (0%)
Value$1.5M (+$40.8K)
Filed 2026-10-20
CIBC Asset Management Inc
UNCHANGED
Shares7,805 from 7,805
Change0 (0%)
Value$1.5M (+$40.6K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares7,788 from 8,197
Change-409 (-5%)
Value$1.5M (-$37.2K)
Filed 2026-11-06
Investment Management Corp
INCREASED
Shares7,787 from 7,265
Change+522 (+7%)
Value$1.5M (+$140.1K)
Filed 2026-11-03
Sapient Capital LLC
INCREASED
Shares7,770 from 7,518
Change+252 (+3%)
Value$1.5M (+$88.6K)
Filed 2026-10-08
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares7,770 from 7,538
Change+232 (+3%)
Value$1.5M (+$84.8K)
Filed 2026-10-20
Autumn Glory Partners, LLC
DECREASED
Shares7,741 from 7,765
Change-24 (0%)
Value$1.5M (+$36.0K)
Filed 2026-10-26
Beaton Management Co. Inc.
DECREASED
Shares7,730 from 7,830
Change-100 (-1%)
Value$1.5K (-$1.5M)
Filed 2026-11-09
Traynor Capital Management, Inc.
INCREASED
Shares7,717 from 7,344
Change+373 (+5%)
Value$1.5M (+$111.5K)
Filed 2026-10-29
Beacon Financial Advisory LLC
INCREASED
Shares7,713 from 7,711
Change+2 (+0%)
Value$1.5M (+$40.6K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares7,679 from 10,494
Change-2,815 (-27%)
Value$1.5M (-$496.2K)
Filed 2026-10-21
Aviance Capital Partners, LLC
INCREASED
Shares7,672 from 7,196
Change+476 (+7%)
Value$1.5M (+$130.7K)
Filed 2026-10-29
Carret Asset Management, LLC
DECREASED
Shares7,659 from 8,008
Change-349 (-4%)
Value$1.5M (-$26.4K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares7,618 from 7,618
Change0 (0%)
Value$1.5M (+$39.8K)
Filed 2026-11-04
Lowe Brockenbrough & Co Inc
INCREASED
Shares7,590 from 1,492
Change+6,098 (+409%)
Value$1.5M (+$1.2M)
Filed 2026-11-09
OFS Enterprise LLC
INCREASED
Shares7,589 from 7,574
Change+15 (+0%)
Value$1.5M (+$42.5K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
DECREASED
Shares7,559 from 7,661
Change-102 (-1%)
Value$1.5M (+$20.1K)
Filed 2026-10-26
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares7,556 from 7,780
Change-224 (-3%)
Value$1.5M (-$3.2K)
Filed 2026-10-21
Aries Wealth Management
UNCHANGED
Shares7,546 from 7,546
Change0 (0%)
Value$1.5M (+$39.5K)
Filed 2026-10-23
Sawgrass Asset Management LLC
UNCHANGED
Shares7,542 from 7,542
Change0 (0%)
Value$1.5M (+$39.4K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares7,538 from 6,392
Change+1,146 (+18%)
Value$1.5M (+$257.8K)
Filed 2026-10-21
Childress Capital Advisors, LLC
INCREASED
Shares7,537 from 6,244
Change+1,293 (+21%)
Value$1.5M (+$285.8K)
Filed 2026-10-28
Three Magnolias Financial Advisors, LLC
DECREASED
Shares7,482 from 10,482
Change-3,000 (-29%)
Value$1.5M (-$532.4K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED
Shares7,482 from 7,457
Change+25 (+0%)
Value$1.5M (+$43.9K)
Filed 2026-10-15
Hill Island Financial LLC
UNCHANGED
Shares7,430 from 7,430
Change0 (0%)
Value$1.5M (+$38.9K)
Filed 2026-10-20
Lunt Capital Management, Inc.
NEW
Shares7,387
Change+7,387
Value$1.4M
Filed 2026-10-30
Financial Partners Group, Inc
DECREASED
Shares7,297 from 7,917
Change-620 (-8%)
Value$1.4M (-$79.9K)
Filed 2026-10-19
Saxony Capital Management, LLC
UNCHANGED
Shares7,280 from 7,280
Change0 (0%)
Value$1.4M (+$38.1K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares7,275 from 6,549
Change+726 (+11%)
Value$1.4M (+$252.6K)
Filed 2026-11-02
Basso Capital Management, L.P.
NEW
Shares7,153
Change+7,153
Value$1.4M
Filed 2026-10-30
Kaydan Wealth Management, Inc.
DECREASED
Shares7,135 from 8,585
Change-1,450 (-17%)
Value$1.4M (-$238.9K)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
DECREASED
Shares7,124 from 7,577
Change-453 (-6%)
Value$1.4M (-$49.0K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares7,115 from 8,175
Change-1,060 (-13%)
Value$1.4M (-$164.7K)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares7,113 from 7,634
Change-521 (-7%)
Value$1.4M (-$62.1K)
Filed 2026-10-30
Warner Financial, Inc
UNCHANGED
Shares7,097 from 7,097
Change0 (0%)
Value$1.4M (+$37.2K)
Filed 2026-11-06
Lewis Asset Management, LLC
DECREASED
Shares7,073 from 7,183
Change-110 (-2%)
Value$1.4M (+$15.9K)
Filed 2026-10-14
Investment Management Trust, LLC
INCREASED
Shares7,038 from 4,181
Change+2,857 (+68%)
Value$1.4M (+$581.1K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares7,035 from 6,886
Change+149 (+2%)
Value$1.4M (+$65.2K)
Filed 2026-10-09
First Community Trust NA
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$1.4M (+$36.7K)
Filed 2026-10-07
Rossmore Private Capital
DECREASED
Shares7,019 from 7,032
Change-13 (0%)
Value$1.4M (+$34.2K)
Filed 2026-10-27
Clear Trail Advisors, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.4M (+$36.6K)
Filed 2026-10-20
Investmark Advisory Group LLC
INCREASED
Shares6,998 from 6,734
Change+264 (+4%)
Value$1.4M (+$87.0K)
Filed 2026-10-27
Everest Financial Group LLC
INCREASED
Shares6,975 from 6,924
Change+51 (+1%)
Value$1.4M (+$46.2K)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares6,969 from 6,969
Change0 (0%)
Value$1.4M (+$36.4K)
Filed 2026-10-16
Aspen Investment Management Inc
DECREASED
Shares6,954 from 7,144
Change-190 (-3%)
Value$1.4K ($0)
Filed 2026-11-05
Councilmark Asset Management, LLC
UNCHANGED
Shares6,940 from 6,940
Change0 (0%)
Value$1.4M (+$36.3K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares6,901 from 6,200
Change+701 (+11%)
Value$1.4M (+$169.6K)
Filed 2026-10-22
Access Financial Services, Inc.
DECREASED
Shares6,893 from 7,080
Change-187 (-3%)
Value$1.3M (+$423)
Filed 2026-11-09
Evergreen Capital Management LLC
UNCHANGED
Shares6,878 from 6,878
Change0 (0%)
Value$1.3M (+$36.0K)
Filed 2026-10-23
Northeast Investment Management
UNCHANGED
Shares6,876 from 6,876
Change0 (0%)
Value$1.3M (+$36.0K)
Filed 2026-10-30
Elmwood Wealth Management, Inc.
INCREASED
Shares6,874 from 6,771
Change+103 (+2%)
Value$1.3M (+$55.6K)
Filed 2026-10-14
Spartan Planning & Wealth Management
INCREASED
Shares6,857 from 6,378
Change+479 (+8%)
Value$1.3M (+$127.1K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares6,841 from 6,924
Change-83 (-1%)
Value$1.3M (+$19.9K)
Filed 2026-10-19
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares6,805 from 6,802
Change+3 (+0%)
Value$1.3M (+$36.3K)
Filed 2026-10-29
BCS Wealth Management
UNCHANGED
Shares6,739 from 6,739
Change0 (0%)
Value$1.3M (+$35.2K)
Filed 2026-11-03
WP Advisors, LLC
INCREASED
Shares6,728 from 5,295
Change+1,433 (+27%)
Value$1.3M (+$308.3K)
Filed 2026-10-22
PUREfi Wealth, LLC
UNCHANGED
Shares6,720 from 6,720
Change0 (0%)
Value$1.3M (+$35.1K)
Filed 2026-10-19
Pines Wealth Management, LLC
DECREASED
Shares6,682 from 6,744
Change-62 (-1%)
Value$1.3M (+$23.1K)
Filed 2026-10-21
Larry Mathis Financial Planning, LLC
DECREASED
Shares6,655 from 12,587
Change-5,932 (-47%)
Value$1.3M (-$1.1M)
Filed 2026-10-26
Forbes Financial Planning, Inc.
DECREASED
Shares6,654 from 6,936
Change-282 (-4%)
Value$1.3M (-$18.9K)
Filed 2026-10-23
Mascagni Wealth Management, Inc.
INCREASED
Shares6,645 from 6,641
Change+4 (+0%)
Value$1.3M (+$35.4K)
Filed 2026-10-23
Bayban
UNCHANGED
Shares6,574 from 6,574
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares6,554 from 6,294
Change+260 (+4%)
Value$1.3M (+$83.9K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares6,529 from 6,400
Change+129 (+2%)
Value$1.3M (+$58.6K)
Filed 2026-10-22
Obermeyer Wealth Partners
INCREASED
Shares6,523 from 6,408
Change+115 (+2%)
Value$1.3M (+$56.1K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares6,519 from 6,072
Change+447 (+7%)
Value$1.3M (+$119.3K)
Filed 2026-10-20
Dale Q Rice Investment Management Ltd
DECREASED
Shares6,507 from 6,521
Change-14 (0%)
Value$1.3M (+$31.4K)
Filed 2026-10-09
Tranquility Partners, LLC
DECREASED
Shares6,501 from 6,957
Change-456 (-7%)
Value$1.3M (-$52.8K)
Filed 2026-10-20
Bangor Savings Bank
INCREASED
Shares6,483 from 6,361
Change+122 (+2%)
Value$1.3M (+$57.2K)
Filed 2026-10-06
Klingman & Associates, LLC
DECREASED
Shares6,474 from 6,530
Change-56 (-1%)
Value$1.3M (+$23.2K)
Filed 2026-10-20
Family Capital Management, Inc.
DECREASED
Shares6,471 from 6,895
Change-424 (-6%)
Value$1.3M (-$46.9K)
Filed 2026-11-03
Townsend Asset Management Corp
INCREASED
Shares6,444 from 6,360
Change+84 (+1%)
Value$1.3M (+$49.5K)
Filed 2026-10-29
Waystone Advisors LLC
UNCHANGED
Shares6,411 from 6,411
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-16
Sound Income Strategies, LLC
DECREASED
Shares6,393 from 6,582
Change-189 (-3%)
Value$1.3M (+$10.5K)
Filed 2026-10-09
Pictet North America Advisors SA
UNCHANGED
Shares6,374 from 6,374
Change0 (0%)
Value$1.2M (+$33.3K)
Filed 2026-10-21
CPC Advisors, LLC
UNCHANGED
Shares6,374 from 6,374
Change0 (0%)
Value$1.2M (+$33.3K)
Filed 2026-10-21
DDD Partners, LLC
DECREASED
Shares6,350 from 6,651
Change-301 (-5%)
Value$1.2M (-$24.1K)
Filed 2026-11-02
Banque Pictet & CIE SA
UNCHANGED
Shares6,280 from 6,280
Change0 (0%)
Value$1.2M (+$32.8K)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares6,272 from 6,302
Change-30 (0%)
Value$1.2M (+$27.1K)
Filed 2026-10-30
Activest Wealth Management
DECREASED
Shares6,266 from 7,311
Change-1,045 (-14%)
Value$1.2M (-$166.2K)
Filed 2026-10-15
Silverlake Wealth Management LLC
DECREASED
Shares6,179 from 7,008
Change-829 (-12%)
Value$1.2M (-$125.6K)
Filed 2026-10-21
DSG Capital Advisors, LLC
UNCHANGED
Shares6,174 from 6,174
Change0 (0%)
Value$1.2M (+$74.9K)
Filed 2026-11-05
Vectors Research Management, LLC
INCREASED
Shares6,153 from 5,230
Change+923 (+18%)
Value$1.2M (+$208.0K)
Filed 2026-11-09
Arta Finance Wealth Management LLC
INCREASED
Shares6,118 from 3,043
Change+3,075 (+101%)
Value$1.2M (+$617.8K)
Filed 2026-10-28
Moulton Wealth Management, Inc
DECREASED
Shares6,068 from 26,921
Change-20,853 (-77%)
Value$1.2M (-$3.8M)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
UNCHANGED
Shares6,064 from 6,064
Change0 (0%)
Value$1.2M (+$31.7K)
Filed 2026-11-02
Gallacher Capital Management LLC
DECREASED
Shares6,057 from 8,748
Change-2,691 (-31%)
Value$1.2M (-$481.0K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares6,048 from 5,995
Change+53 (+1%)
Value$1.2K (-$1.1M)
Filed 2026-11-04
GR Financial Group, LLC
NEW
Shares6,012
Change+6,012
Value$1.2M
Filed 2026-10-27
Midland Wealth Advisors, LLC
DECREASED
Shares6,006 from 6,326
Change-320 (-5%)
Value$1.2M (-$29.6K)
Filed 2026-10-26
Oxler Private Wealth LLC
INCREASED
Shares5,982 from 5,976
Change+6 (+0%)
Value$1.2M (+$32.5K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares5,954 from 6,048
Change-94 (-2%)
Value$1.2M (+$13.3K)
Filed 2026-11-05
Private Client Services, LLC
INCREASED
Shares5,920 from 5,702
Change+218 (+4%)
Value$1.2M (+$72.5K)
Filed 2026-10-02
Astra Wealth Partners LLC
DECREASED
Shares5,887 from 6,275
Change-388 (-6%)
Value$1.2M (-$43.2K)
Filed 2026-11-06
Milestone Asset Management, LLC
DECREASED
Shares5,884 from 7,258
Change-1,374 (-19%)
Value$1.2M (-$231.1K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
DECREASED
Shares5,867 from 28,588
Change-22,721 (-79%)
Value$1.1M (-$3.8M)
Filed 2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED
Shares5,836 from 5,831
Change+5 (+0%)
Value$1.1M (+$31.3K)
Filed 2026-10-13
Arista Wealth Management, LLC
INCREASED
Shares5,819 from 5,814
Change+5 (+0%)
Value$1.1M (+$31.4K)
Filed 2026-10-29
Nvwm, LLC
DECREASED
Shares5,790 from 5,827
Change-37 (-1%)
Value$1.1M (+$23.2K)
Filed 2026-10-14
Charles Schwab Trust Co
UNCHANGED
Shares5,789 from 5,789
Change0 (0%)
Value$1.1M (+$30.3K)
Filed 2026-10-15
City Center Advisors, LLC
INCREASED
Shares5,781 from 5,558
Change+223 (+4%)
Value$1.1M (+$72.7K)
Filed 2026-10-08
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares5,777 from 6,556
Change-779 (-12%)
Value$1.1M (-$118.2K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED
Shares5,775 from 5,605
Change+170 (+3%)
Value$1.1M (+$62.6K)
Filed 2026-10-26
Embree Financial Group
DECREASED
Shares5,766 from 5,905
Change-139 (-2%)
Value$1.1M (+$3.7K)
Filed 2026-10-22
Sweeney & Michel, LLC
DECREASED
Shares5,765 from 6,011
Change-246 (-4%)
Value$1.1M (-$1.4K)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares5,723 from 4,993
Change+730 (+15%)
Value$1.1M (+$169.0K)
Filed 2026-10-22
Integrated Financial Solutions, Inc.
INCREASED
Shares5,722 from 5,719
Change+3 (+0%)
Value$1.1M (+$30.4K)
Filed 2026-10-09
North Capital, Inc.
UNCHANGED
Shares5,704 from 5,704
Change0 (0%)
Value$1.1M (+$32.9K)
Filed 2026-10-16
Eddie Patel Inc
NEW
Shares5,703
Change+5,703
Value$1.1M
Filed 2026-11-02
Genesis Private Wealth, LLC
INCREASED
Shares5,681 from 5,484
Change+197 (+4%)
Value$1.1M (+$67.2K)
Filed 2026-11-02
Wealth Group Ltd
INCREASED
Shares5,666 from 5,274
Change+392 (+7%)
Value$1.1M (+$127.2K)
Filed 2026-10-07
Farmers & Merchants Investments Inc
DECREASED
Shares5,655 from 5,691
Change-36 (-1%)
Value$1.1M (+$22.7K)
Filed 2026-10-22
Colonial River Investments, LLC
DECREASED
Shares5,634 from 6,323
Change-689 (-11%)
Value$1.1M (-$101.8K)
Filed 2026-10-19
Rebalance, LLC
INCREASED
Shares5,625 from 5,620
Change+5 (+0%)
Value$1.1M (+$30.4K)
Filed 2026-10-22
Financial Freedom, LLC
DECREASED
Shares5,596 from 6,192
Change-596 (-10%)
Value$1.1M (-$84.3K)
Filed 2026-11-06
Private Wealth Partners, LLC
UNCHANGED
Shares5,586 from 5,586
Change0 (0%)
Value$1.1M (+$29.2K)
Filed 2026-10-22
Tableaux LLC
UNCHANGED
Shares5,582 from 5,582
Change0 (0%)
Value$1.1M (+$29.2K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
INCREASED
Shares5,566 from 5,003
Change+563 (+11%)
Value$1.1M (+$136.2K)
Filed 2026-10-09
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares5,562 from 5,344
Change+218 (+4%)
Value$1.1M (+$70.6K)
Filed 2026-11-06
Crescent Sterling, Ltd.
INCREASED
Shares5,555 from 5,282
Change+273 (+5%)
Value$1.1M (+$81.0K)
Filed 2026-10-16
TAGStone Capital, Inc.
INCREASED
Shares5,542 from 5,541
Change+1 (+0%)
Value$1.1M (+$29.0K)
Filed 2026-11-09
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares5,520 from 5,520
Change0 (0%)
Value$1.1M (+$28.9K)
Filed 2026-10-15
Ignite Planners, LLC
DECREASED
Shares5,502 from 6,219
Change-717 (-12%)
Value$1.1M (-$107.9K)
Filed 2026-10-14
Goodman Advisory Group, LLC
DECREASED
Shares5,481 from 5,865
Change-384 (-7%)
Value$1.1M (-$44.5K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares5,457 from 4,535
Change+922 (+20%)
Value$1.1M (+$204.3K)
Filed 2026-10-13
Guardian Capital, LLC
DECREASED
Shares5,443 from 5,752
Change-309 (-5%)
Value$1.1M (-$30.4K)
Filed 2026-11-06
Ackerman Capital Advisors, LLC
UNCHANGED
Shares5,438 from 5,438
Change0 (0%)
Value$1.1M (+$28.4K)
Filed 2026-10-30
Endeavor Private Wealth, Inc.
DECREASED
Shares5,422 from 6,473
Change-1,051 (-16%)
Value$1.1M (-$172.0K)
Filed 2026-11-05
Platform Technology Partners
INCREASED
Shares5,416 from 5,263
Change+153 (+3%)
Value$1.1M (+$57.5K)
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares5,385 from 5,229
Change+156 (+3%)
Value$1.1M (+$57.9K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares5,374 from 1,661
Change+3,713 (+224%)
Value$964.7K (+$663.6K)
Filed 2026-11-03
First United Bank & Trust
DECREASED
Shares5,362 from 5,435
Change-73 (-1%)
Value$1.0M (+$14.1K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares5,350 from 5,755
Change-405 (-7%)
Value$1.0M (-$49.3K)
Filed 2026-11-05
Accredited Investors Inc.
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$1.0M (+$28.0K)
Filed 2026-11-03
Camelot Technology Advisors, Inc.
DECREASED
Shares5,342 from 5,391
Change-49 (-1%)
Value$1.0M (+$18.6K)
Filed 2026-10-09
Alpha Wealth Funds, LLC
DECREASED
Shares5,323 from 5,434
Change-111 (-2%)
Value$1.0M (+$6.7K)
Filed 2026-11-05
Hantz Financial Services, Inc.
DECREASED
Shares5,302 from 5,354
Change-52 (-1%)
Value$1.0K (-$1.0M)
Filed 2026-11-09
Burke & Herbert Bank & Trust Co
INCREASED
Shares5,290 from 5,010
Change+280 (+6%)
Value$1.0M (+$81.0K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$1.0M (+$27.6K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
UNCHANGED
Shares5,281 from 5,281
Change0 (0%)
Value$1.0M (+$27.6K)
Filed 2026-10-14
LaFleur & Godfrey LLC
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$1.0M (+$27.6K)
Filed 2026-10-27
Mindset Wealth Management, LLC
UNCHANGED
Shares5,256 from 5,256
Change0 (0%)
Value$1.0M (+$27.5K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
INCREASED
Shares5,240 from 4,411
Change+829 (+19%)
Value$1.0M (+$185.3K)
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,234 from 6,224
Change-990 (-16%)
Value$1.0M (-$161.3K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
INCREASED
Shares5,231 from 5,215
Change+16 (+0%)
Value$1.0M (+$30.4K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares5,228 from 3,649
Change+1,579 (+43%)
Value$1.0M (+$373.8K)
Filed 2026-10-26
Diversified Trust Co
DECREASED
Shares5,225 from 6,136
Change-911 (-15%)
Value$1.0M (-$146.4K)
Filed 2026-11-06
Gryphon Financial Partners LLC
UNCHANGED
Shares5,202 from 5,202
Change0 (0%)
Value$1.0M (+$27.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,170 from 5,206
Change-36 (-1%)
Value$1.0M (+$20.2K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares5,135 from 5,132
Change+3 (+0%)
Value$1.0M (+$27.4K)
Filed 2026-10-27
Sterling Investment Management, LLC
INCREASED
Shares5,132 from 5,110
Change+22 (+0%)
Value$1.0M (+$31.0K)
Filed 2026-10-16
Atlatl Advisers LLC
DECREASED
Shares5,089 from 7,353
Change-2,264 (-31%)
Value$996.1K (-$404.8K)
Filed 2026-10-22
Byrne Asset Management LLC
DECREASED
Shares5,076 from 5,115
Change-39 (-1%)
Value$1.0M (+$29.6K)
Filed 2026-10-06
My Personal CFO, LLC
INCREASED
Shares5,070 from 3,558
Change+1,512 (+43%)
Value$992.5K (+$314.6K)
Filed 2026-10-14
Nautilus Advisors LLC
DECREASED
Shares5,021 from 5,490
Change-469 (-9%)
Value$982.9K (-$37.1K)
Filed 2026-10-07
Burling Wealth Partners, LLC
UNCHANGED
Shares5,016 from 5,016
Change0 (0%)
Value$981.9K (+$26.2K)
Filed 2026-11-09
Quartz Partners, LLC
INCREASED
Shares5,014 from 5,011
Change+3 (+0%)
Value$981.6K (+$26.9K)
Filed 2026-11-03
Petros Family Wealth, LLC
DECREASED
Shares5,000 from 5,313
Change-313 (-6%)
Value$978.8K (-$33.5K)
Filed 2026-10-28
Miramontes Capital, LLC
INCREASED
Shares5,000 from 4,996
Change+4 (+0%)
Value$978.7K (+$26.8K)
Filed 2026-10-19
LS Investment Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$978.8K (+$26.2K)
Filed 2026-10-13
Woodstock Corp
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$978.8K (+$26.2K)
Filed 2026-10-13
SVB Wealth LLC
DECREASED
Shares4,994 from 8,470
Change-3,476 (-41%)
Value$977.6K (-$636.1K)
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares4,986 from 4,986
Change0 (0%)
Value$976 (-$949.0K)
Filed 2026-10-16
Elevation Wealth Management LLC
DECREASED
Shares4,981 from 5,851
Change-870 (-15%)
Value$975.1K (-$139.6K)
Filed 2026-11-02
Alpha Zero LLC
UNCHANGED
Shares4,981 from 4,981
Change0 (0%)
Value$975.1K (+$90.8K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,975 from 3,456
Change+1,519 (+44%)
Value$984.0K (+$343.5K)
Filed 2026-10-13
Personal CFO Solutions, LLC
INCREASED
Shares4,963 from 4,718
Change+245 (+5%)
Value$971.5K (+$72.7K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares4,922 from 4,886
Change+36 (+1%)
Value$994.3K (+$63.4K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares4,918 from 4,918
Change0 (0%)
Value$962.7K (+$25.7K)
Filed 2026-10-21
Brick & Kyle, Associates
INCREASED
Shares4,908 from 4,561
Change+347 (+8%)
Value$960.7K (+$354.6K)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares4,897 from 4,909
Change-12 (0%)
Value$958.6K (+$23.3K)
Filed 2026-10-27
Moneywise, Inc.
DECREASED
Shares4,878 from 33,719
Change-28,841 (-86%)
Value$954.8K (-$5.5M)
Filed 2026-10-30
National Wealth Management Group, LLC
INCREASED
Shares4,866 from 3,057
Change+1,809 (+59%)
Value$952.5K (+$370.0K)
Filed 2026-10-26
CRA Financial Services, LLC
DECREASED
Shares4,823 from 4,913
Change-90 (-2%)
Value$944.0K (+$8.0K)
Filed 2026-10-16
Robinson Value Management, Ltd.
DECREASED
Shares4,813 from 10,181
Change-5,368 (-53%)
Value$942.1K (-$997.5K)
Filed 2026-10-20
Fonville Wealth Management LLC
INCREASED
Shares4,807 from 3,088
Change+1,719 (+56%)
Value$941.0K (+$352.8K)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares4,793 from 4,918
Change-125 (-3%)
Value$938.2K (+$1.3K)
Filed 2026-10-22
Heritage Trust Co
UNCHANGED
Shares4,787 from 4,787
Change0 (0%)
Value$937.1K (+$25.0K)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
INCREASED
Shares4,776 from 4,772
Change+4 (+0%)
Value$934.9K (+$25.7K)
Filed 2026-10-20
Curbstone Financial Management Corp
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$932.6K (+$24.9K)
Filed 2026-10-21
Dagco, Inc.
UNCHANGED
Shares4,757 from 4,757
Change0 (0%)
Value$931.2K (+$24.9K)
Filed 2026-10-20
Gradient Investments LLC
INCREASED
Shares4,726 from 4,460
Change+266 (+6%)
Value$925.1K (+$75.4K)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$921.6K (+$24.6K)
Filed 2026-10-23
Thoroughbred Financial Services, LLC
DECREASED
Shares4,662 from 4,859
Change-197 (-4%)
Value$912 (-$924.1K)
Filed 2026-11-09
Clark Asset Management, LLC
DECREASED
Shares4,652 from 4,706
Change-54 (-1%)
Value$910.6K (+$14.0K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
INCREASED
Shares4,649 from 4,614
Change+35 (+1%)
Value$910.1K (+$31.0K)
Filed 2026-10-19
Berman McAleer LLC
UNCHANGED
Shares4,647 from 4,647
Change0 (0%)
Value$909.7K (+$24.3K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares4,645 from 3,362
Change+1,283 (+38%)
Value$909.2K (+$268.7K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares4,632 from 4,636
Change-4 (0%)
Value$906.7K (+$23.5K)
Filed 2026-11-04
Rockwood Wealth Management, LLC
INCREASED
Shares4,623 from 4,067
Change+556 (+14%)
Value$905.0K (+$130.1K)
Filed 2026-10-27
WealthBridge Capital Management, LLC
UNCHANGED
Shares4,594 from 4,594
Change0 (0%)
Value$899.3K (+$24.0K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares4,591 from 4,464
Change+127 (+3%)
Value$898.8K (+$48.2K)
Filed 2026-10-19
Stanich Group LLC
INCREASED
Shares4,587 from 4,512
Change+75 (+2%)
Value$898.0K (+$37.6K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares4,581 from 2,148
Change+2,433 (+113%)
Value$925.4K (+$537.5K)
Filed 2026-10-19
Artesa Financial Group, LLC
DECREASED
Shares4,552 from 4,629
Change-77 (-2%)
Value$891.0K (+$9.1K)
Filed 2026-10-29
Center For Asset Management LLC
INCREASED
Shares4,542 from 1,753
Change+2,789 (+159%)
Value$889.1K (+$555.2K)
Filed 2026-10-16
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares4,538 from 4,641
Change-103 (-2%)
Value$888.3K (+$4.2K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
DECREASED
Shares4,530 from 4,580
Change-50 (-1%)
Value$886.7K (+$14.2K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares4,509 from 4,848
Change-339 (-7%)
Value$882.7K (-$41.0K)
Filed 2026-10-09
Unique Wealth, LLC
INCREASED
Shares4,490 from 4,482
Change+8 (+0%)
Value$878.9K (+$25.0K)
Filed 2026-10-16
Cove Private Wealth, LLC
UNCHANGED
Shares4,483 from 4,483
Change0 (0%)
Value$877.5K (+$23.4K)
Filed 2026-10-28
KG Capital Management
INCREASED
Shares4,482 from 4,297
Change+185 (+4%)
Value$877.4K (+$58.7K)
Filed 2026-10-15
Summit Asset Management, LLC
UNCHANGED
Shares4,482 from 4,482
Change0 (0%)
Value$877.4K (+$23.4K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares4,480
Change+4,480
Value$876.9K
Filed 2026-10-28
Gray Private Wealth, LLC
UNCHANGED
Shares4,472 from 4,472
Change0 (0%)
Value$875.5K (+$23.4K)
Filed 2026-10-28
Beacon Financial Group
INCREASED
Shares4,436 from 3,375
Change+1,061 (+31%)
Value$868.4K (+$225.4K)
Filed 2026-10-19
Quadrant Capital Group LLC
INCREASED
Shares4,434 from 4,403
Change+31 (+1%)
Value$870.4K (+$31.5K)
Filed 2026-10-20
Kendall Capital Management
UNCHANGED
Shares4,432 from 4,432
Change0 (0%)
Value$867.6K (+$23.2K)
Filed 2026-10-23
Bellecapital International Ltd.
DECREASED
Shares4,405 from 4,459
Change-54 (-1%)
Value$862.3K (+$12.8K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
DECREASED
Shares4,400 from 5,027
Change-627 (-12%)
Value$861.3K (-$96.5K)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares4,389 from 4,427
Change-38 (-1%)
Value$859.1K (+$15.6K)
Filed 2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$858.2K (+$22.9K)
Filed 2026-10-23
Phillips Financial Management, LLC
UNCHANGED
Shares4,358 from 4,358
Change0 (0%)
Value$853.1K (+$22.8K)
Filed 2026-10-19
First Nebraska Trust Co
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$851.5K (+$22.8K)
Filed 2026-10-30
Clearwater Capital Advisors, LLC
DECREASED
Shares4,340 from 4,365
Change-25 (-1%)
Value$849.6K (+$17.9K)
Filed 2026-11-06
Juncture Wealth Strategies, LLC
INCREASED
Shares4,319 from 4,193
Change+126 (+3%)
Value$845.4K (+$46.6K)
Filed 2026-10-06
Crown Wealth Group, LLC
INCREASED
Shares4,315 from 1,637
Change+2,678 (+164%)
Value$844.7K (+$532.8K)
Filed 2026-10-19
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares4,309 from 4,309
Change0 (0%)
Value$843.5K (+$22.5K)
Filed 2026-10-27
Darden Wealth Group Inc
UNCHANGED
Shares4,294 from 4,294
Change0 (0%)
Value$840.7K (+$22.6K)
Filed 2026-11-06
Avalon Capital Management
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$839.4K (+$22.4K)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
INCREASED
Shares4,276 from 4,222
Change+54 (+1%)
Value$837.0K (+$32.5K)
Filed 2026-10-15
Community Bank, N.A.
DECREASED
Shares4,274 from 4,399
Change-125 (-3%)
Value$836.6K (-$1.5K)
Filed 2026-11-06
Paladin Advisory Group, LLC
UNCHANGED
Shares4,268 from 4,268
Change0 (0%)
Value$835.5K (+$22.3K)
Filed 2026-11-09
Heritage Family Offices, LLP
INCREASED
Shares4,256 from 4,252
Change+4 (+0%)
Value$833.1K (+$23.1K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares4,250 from 4,115
Change+135 (+3%)
Value$831.9K (+$48.0K)
Filed 2026-10-20
Burford Brothers, Inc.
DECREASED
Shares4,248 from 5,116
Change-868 (-17%)
Value$831.5K (-$143.2K)
Filed 2026-10-21
Canal Capital Management, LLC
INCREASED
Shares4,237 from 4,236
Change+1 (+0%)
Value$829.4K (+$22.4K)
Filed 2026-11-10
Uhlmann Price Securities, LLC
INCREASED
Shares4,198 from 1,903
Change+2,295 (+121%)
Value$821.7K (+$459.1K)
Filed 2026-11-03
Leavell Investment Management, Inc.
INCREASED
Shares4,196 from 4,130
Change+66 (+2%)
Value$821.4K (+$34.5K)
Filed 2026-11-09
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares4,191 from 4,191
Change0 (0%)
Value$820.4K (+$21.9K)
Filed 2026-10-16
Global Financial Private Client, LLC
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$819.0K (+$21.9K)
Filed 2026-10-15
AmeriServ Wealth Advisors
DECREASED
Shares4,177 from 5,985
Change-1,808 (-30%)
Value$817.6K (-$322.6K)
Filed 2026-10-21
Rice Partnership, LLC
UNCHANGED
Shares4,169 from 4,169
Change0 (0%)
Value$816.0K (+$21.8K)
Filed 2026-11-09
Legacy Financial Independent Advisors LLC
DECREASED
Shares4,156 from 4,313
Change-157 (-4%)
Value$813.5K (-$8.2K)
Filed 2026-11-02
Bernicke Wealth Management, Ltd.
DECREASED
Shares4,117 from 4,490
Change-373 (-8%)
Value$805.9K (-$49.5K)
Filed 2026-11-06
Claro Advisors Inc.
INCREASED
Shares4,109 from 4,012
Change+97 (+2%)
Value$804.3K (+$40.0K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
INCREASED
Shares4,097 from 3,219
Change+878 (+27%)
Value$802.0K (+$188.7K)
Filed 2026-10-09
Diligent Investors, LLC
DECREASED
Shares4,096 from 4,121
Change-25 (-1%)
Value$801.8K (+$16.7K)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares4,078 from 9,529
Change-5,451 (-57%)
Value$798.3K (-$1.0M)
Filed 2026-10-29
American State Bank (Iowa)
INCREASED
Shares4,070 from 4,046
Change+24 (+1%)
Value$796.7K (+$25.9K)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares4,009 from 4,286
Change-277 (-6%)
Value$784.7K (-$31.9K)
Filed 2026-11-04
Quantum Financial Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$783.0K (+$20.9K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares3,982 from 3,958
Change+24 (+1%)
Value$779.5K (+$25.4K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED
Shares3,981 from 3,562
Change+419 (+12%)
Value$779.3K (+$100.6K)
Filed 2026-10-23
FCG Investment Co
DECREASED
Shares3,962 from 4,060
Change-98 (-2%)
Value$775.6K (+$2.2K)
Filed 2026-10-13
Hudson Capital Management LLC
NEW
Shares3,960
Change+3,960
Value$775.2K
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares3,953 from 4,242
Change-289 (-7%)
Value$773.8K (-$34.3K)
Filed 2026-11-03
Strive Financial Group,LLC
INCREASED
Shares3,942 from 470
Change+3,472 (+739%)
Value$771.6K (+$682.1K)
Filed 2026-11-09
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$764.0K (+$20.4K)
Filed 2026-10-29
Riggs Asset Managment Co. Inc.
NEW
Shares3,876
Change+3,876
Value$758.7K
Filed 2026-11-05
Members Wealth LLC
DECREASED
Shares3,848 from 4,237
Change-389 (-9%)
Value$775.0K (-$32.3K)
Filed 2026-10-20
Hourglass Capital, LLC
DECREASED
Shares3,844 from 12,444
Change-8,600 (-69%)
Value$752.5K (-$1.6M)
Filed 2026-10-26
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares3,836 from 3,836
Change0 (0%)
Value$750.9K (+$20.1K)
Filed 2026-11-02
R.H. Investment Group, LLC
DECREASED
Shares3,834 from 4,334
Change-500 (-12%)
Value$750.5K (-$75.2K)
Filed 2026-11-09
PCG Asset Management, LLC
DECREASED
Shares3,800 from 27,815
Change-24,015 (-86%)
Value$743.9K (-$4.6M)
Filed 2026-11-05
BCV Asset Management Inc.
UNCHANGED
Shares3,798 from 3,798
Change0 (0%)
Value$746.0K (+$40.3K)
Filed 2026-11-06
Fusion Capital, LLC
INCREASED
Shares3,795 from 3,793
Change+2 (+0%)
Value$742.8K (+$20.2K)
Filed 2026-10-28
Blue Fin Capital, Inc.
INCREASED
Shares3,793 from 3,740
Change+53 (+1%)
Value$742.5K (+$29.9K)
Filed 2026-10-28
Creekside Partners
INCREASED
Shares3,781 from 3,777
Change+4 (+0%)
Value$740.2K (+$20.6K)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$734.5K (+$19.6K)
Filed 2026-10-08
Secure Asset Management, LLC
INCREASED
Shares3,749 from 3,198
Change+551 (+17%)
Value$733.8K (+$124.6K)
Filed 2026-10-19
Inscription Capital, LLC
DECREASED
Shares3,731 from 5,455
Change-1,724 (-32%)
Value$730.3K (-$309.0K)
Filed 2026-11-02
Affiance Financial, LLC
UNCHANGED
Shares3,724 from 3,724
Change0 (0%)
Value$729.0K (+$19.5K)
Filed 2026-10-15
Nilsine Partners, LLC
INCREASED
Shares3,711 from 3,123
Change+588 (+19%)
Value$726.4K (+$131.4K)
Filed 2026-11-02
JGP Wealth Management, LLC
DECREASED
Shares3,708 from 3,720
Change-12 (0%)
Value$725.8K (+$17.1K)
Filed 2026-10-13
Oakwell Private Wealth Management, LLC
DECREASED
Shares3,704 from 3,789
Change-85 (-2%)
Value$725.1K (+$3.2K)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$724.7K (+$19.4K)
Filed 2026-10-26
Aerodigm Wealth, LLC
UNCHANGED
Shares3,692 from 3,692
Change0 (0%)
Value$722.7K (+$19.3K)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares3,682
Change+3,682
Value$720.8K
Filed 2026-11-04
Compass Wealth Management LLC
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$717.6K (+$19.2K)
Filed 2026-10-22
Mainstream Capital Management LLC
DECREASED
Shares3,652 from 3,876
Change-224 (-6%)
Value$714.9K (-$23.6K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
INCREASED
Shares3,652 from 3,629
Change+23 (+1%)
Value$714.9K (+$23.5K)
Filed 2026-10-20
Lodestone Wealth Management LLC
INCREASED
Shares3,635 from 3,500
Change+135 (+4%)
Value$711.6K (+$44.8K)
Filed 2026-10-14
Private Capital Advisors, Inc.
UNCHANGED
Shares3,626 from 3,626
Change0 (0%)
Value$709.8K (+$19.0K)
Filed 2026-10-06
Ironwood Investment Counsel, LLC
INCREASED
Shares3,613 from 3,612
Change+1 (+0%)
Value$707.4K (+$19.2K)
Filed 2026-11-10
ALM First Financial Advisors, LLC
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$577.5K (+$15.4K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED
Shares3,605 from 3,618
Change-13 (0%)
Value$705.7K (+$16.4K)
Filed 2026-10-30
Outlook Wealth Advisors, LLC
INCREASED
Shares3,604 from 3,490
Change+114 (+3%)
Value$705.5K (+$40.6K)
Filed 2026-10-28
Two West Capital Advisors LLC
DECREASED
Shares3,591 from 4,002
Change-411 (-10%)
Value$698.4K (-$4.8K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,591 from 3,588
Change+3 (+0%)
Value$702.9K (+$19.2K)
Filed 2026-10-20
Lynx Investment Advisory
DECREASED
Shares3,588 from 5,004
Change-1,416 (-28%)
Value$702.4K (-$250.9K)
Filed 2026-10-27
Burney Co/
INCREASED
Shares3,567 from 2,542
Change+1,025 (+40%)
Value$698.2K (+$213.9K)
Filed 2026-10-15
Sky Investment Group LLC
INCREASED
Shares3,560 from 3,520
Change+40 (+1%)
Value$696.9K (+$26.2K)
Filed 2026-10-30
Form Wealth Advisors, LLC
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$696.9K (+$18.6K)
Filed 2026-10-13
Home Federal Bank of Tennessee
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$689.0K (+$18.4K)
Filed 2026-10-15
Howard Financial Services, Ltd.
INCREASED
Shares3,515 from 3,507
Change+8 (+0%)
Value$688.0K (+$19.9K)
Filed 2026-10-15
Vericrest Private Wealth
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$684.7K (+$18.3K)
Filed 2026-10-21
Roan Capital Partners
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$682.4K (+$18.2K)
Filed 2026-10-09
Indivisible Partners
INCREASED
Shares3,482 from 1,493
Change+1,989 (+133%)
Value$681.6K (+$397.1K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
DECREASED
Shares3,477 from 4,184
Change-707 (-17%)
Value$680.6K (-$116.5K)
Filed 2026-10-27
Buska Wealth Management, LLC
DECREASED
Shares3,476 from 3,955
Change-479 (-12%)
Value$680.4K (-$73.2K)
Filed 2026-10-08
Decker Wealth Management LLC
UNCHANGED
Shares3,470 from 3,470
Change0 (0%)
Value$679.3K (+$18.1K)
Filed 2026-10-09
KFG Wealth Management, LLC
UNCHANGED
Shares3,467 from 3,467
Change0 (0%)
Value$678.8K (+$18.1K)
Filed 2026-10-16
Financial Council, LLC
UNCHANGED
Shares3,466 from 3,466
Change0 (0%)
Value$678.5K (+$18.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,458 from 3,458
Change0 (0%)
Value$676.9K (+$18.1K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares3,457 from 3,591
Change-134 (-4%)
Value$676.7K (-$7.4K)
Filed 2026-10-14
Florida Trust Wealth Management Co
INCREASED
Shares3,444 from 3,280
Change+164 (+5%)
Value$674.2K (+$49.3K)
Filed 2026-11-05
PW Nova Financial Services LLC
DECREASED
Shares3,437 from 3,920
Change-483 (-12%)
Value$672.8K (-$74.0K)
Filed 2026-10-15
Retirement Solution LLC
DECREASED
Shares3,430 from 3,434
Change-4 (0%)
Value$671.3K (+$17.1K)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
INCREASED
Shares3,423 from 3,421
Change+2 (+0%)
Value$670.0K (+$18.2K)
Filed 2026-10-13
Mirador Capital Partners LP
DECREASED
Shares3,422 from 3,867
Change-445 (-12%)
Value$669.9K (-$66.8K)
Filed 2026-10-09
WT Wealth Management
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$669.9K (+$17.9K)
Filed 2026-10-13
BNC Wealth Management, LLC
DECREASED
Shares3,416 from 3,456
Change-40 (-1%)
Value$668.7K (+$10.2K)
Filed 2026-10-19
Trinity Financial Advisors LLC
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$667.9K (+$17.9K)
Filed 2026-10-09
Northwest Wealth Advisors, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$665.6K (+$17.8K)
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares3,394 from 3,394
Change0 (0%)
Value$664.4K (+$17.8K)
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares3,365 from 2,943
Change+422 (+14%)
Value$658.7K (+$98.0K)
Filed 2026-10-20
Ridgepath Capital Management LLC
NEW
Shares3,362
Change+3,362
Value$658.1K
Filed 2026-10-29
Haven Private, LLC
INCREASED
Shares3,357 from 3,330
Change+27 (+1%)
Value$657.1K (+$22.7K)
Filed 2026-10-27
Ridgewood Investments LLC
DECREASED
Shares3,330 from 4,278
Change-948 (-22%)
Value$651.8K (-$163.4K)
Filed 2026-10-05
Chapin Davis, Inc.
INCREASED
Shares3,320 from 3,101
Change+219 (+7%)
Value$649.9K (+$59.1K)
Filed 2026-10-09
WealthTrust Asset Management, LLC
INCREASED
Shares3,311 from 3,223
Change+88 (+3%)
Value$648.1K (+$34.0K)
Filed 2026-10-22
Integrated Capital Management, LLC
INCREASED
Shares3,311 from 3,310
Change+1 (+0%)
Value$648.2K (+$17.6K)
Filed 2026-10-23
Guidance Point Advisors, LLC
DECREASED
Shares3,309 from 3,481
Change-172 (-5%)
Value$648.1K (-$15.4K)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$645.7K (+$17.3K)
Filed 2026-10-27
Fortis Group Advisors, LLC
INCREASED
Shares3,286 from 258
Change+3,028 (+1174%)
Value$594.1K (+$545.0K)
Filed 2026-11-06
Oath Planning, LLC
INCREASED
Shares3,286 from 2,773
Change+513 (+19%)
Value$643.3K (+$115.1K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
UNCHANGED
Shares3,284 from 3,284
Change0 (0%)
Value$649.4K (+$23.8K)
Filed 2026-10-27
Axos Invest Inc.
INCREASED
Shares3,263 from 3,228
Change+35 (+1%)
Value$638.7K (+$23.6K)
Filed 2026-10-21
Iams Wealth Management, LLC
DECREASED
Shares3,261 from 3,344
Change-83 (-2%)
Value$638.3K (+$1.1K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
DECREASED
Shares3,247 from 154,622
Change-151,375 (-98%)
Value$635.6K (-$28.8M)
Filed 2026-10-01
Lauer Wealth, LLC
NEW
Shares3,232
Change+3,232
Value$639.2K
Filed 2026-10-13
Carson Advisory Inc.
INCREASED
Shares3,228 from 2,853
Change+375 (+13%)
Value$631.9K (+$88.4K)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$631.3K (+$16.9K)
Filed 2026-10-22
Linscomb Wealth, Inc.
DECREASED
Shares3,192 from 3,364
Change-172 (-5%)
Value$624.9K (-$16.1K)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
DECREASED
Shares3,170 from 4,227
Change-1,057 (-25%)
Value$620.5K (-$184.8K)
Filed 2026-10-09
Summit Wealth Group LLC / Co
DECREASED
Shares3,160 from 3,489
Change-329 (-9%)
Value$618.6K (-$46.1K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares3,154 from 3,150
Change+4 (+0%)
Value$617.5K (+$17.2K)
Filed 2026-10-23
Impact Partnership Wealth, LLC
DECREASED
Shares3,153 from 49,230
Change-46,077 (-94%)
Value$617.2K (-$8.8M)
Filed 2026-11-09
SouthState Bank Corp
DECREASED
Shares3,152 from 3,420
Change-268 (-8%)
Value$617.0K (-$34.6K)
Filed 2026-11-09
Tull Financial Group, Inc.
INCREASED
Shares3,146 from 1,843
Change+1,303 (+71%)
Value$615.8K (+$264.6K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares3,145 from 3,143
Change+2 (+0%)
Value$615.5K (+$16.8K)
Filed 2026-10-20
Commerce Advisors, LLC
INCREASED
Shares3,137 from 3,043
Change+94 (+3%)
Value$614.0K (+$34.3K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares3,136 from 3,062
Change+74 (+2%)
Value$613.8K (+$30.4K)
Filed 2026-10-14
FAI Advisors, Inc.
INCREASED
Shares3,136 from 3,133
Change+3 (+0%)
Value$613.9K (+$17.0K)
Filed 2026-10-27
Focused Alpha, LLC
INCREASED
Shares3,128 from 3,077
Change+51 (+2%)
Value$612.2K (+$25.9K)
Filed 2026-10-20
Purewater Capital LLC
DECREASED
Shares3,127 from 3,183
Change-56 (-2%)
Value$612.2K (+$5.7K)
Filed 2026-10-23
MSH Capital Advisors LLC
DECREASED
Shares3,121 from 3,131
Change-10 (0%)
Value$611.0K (+$14.5K)
Filed 2026-11-03
Gemmer Asset Management LLC
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$609.2K (+$16.3K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
DECREASED
Shares3,109 from 3,148
Change-39 (-1%)
Value$608.7K (+$8.9K)
Filed 2026-10-27
Lincoln Capital Corp
UNCHANGED
Shares3,106 from 3,106
Change0 (0%)
Value$608.0K (+$16.2K)
Filed 2026-10-13
Asset Planning Services Inc
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$607 (-$590.4K)
Filed 2026-10-15
Pacific Park Financial, Inc.
DECREASED
Shares3,099 from 3,189
Change-90 (-3%)
Value$606.6K (-$939)
Filed 2026-10-13
Floyd Financial Group LLC
DECREASED
Shares3,087 from 3,638
Change-551 (-15%)
Value$605.9K (-$62.1K)
Filed 2026-10-28
Richard C. Young & Co., Ltd.
INCREASED
Shares3,074 from 2,481
Change+593 (+24%)
Value$601.7K (+$129.0K)
Filed 2026-11-04
Carl P. Sherr & Co., LLC
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$601.3K (+$16.1K)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
INCREASED
Shares3,054 from 2,975
Change+79 (+3%)
Value$617.0K (+$64.8K)
Filed 2026-10-09
RCS Financial Planning, LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$597.0K (+$16.0K)
Filed 2026-10-14
Vestor Capital, LLC
INCREASED
Shares3,045 from 417
Change+2,628 (+630%)
Value$235 (+$170)
Filed 2026-11-04
Crusonia Wealth Advisors LLC
INCREASED
Shares3,039 from 2,339
Change+700 (+30%)
Value$594.8K (+$149.3K)
Filed 2026-10-26
Legacy Financial Group, Inc.
INCREASED
Shares3,032 from 2,959
Change+73 (+2%)
Value$593.4K (+$29.7K)
Filed 2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW
Shares3,013
Change+3,013
Value$596.0K
Filed 2026-10-15
Parthenon LLC
INCREASED
Shares3,012 from 2,935
Change+77 (+3%)
Value$589.6K (+$30.4K)
Filed 2026-10-22
Value Investment Professionals, LLC
INCREASED
Shares3,004 from 3,000
Change+4 (+0%)
Value$588.0K (+$16.4K)
Filed 2026-10-13
Tortuga Wealth Management, Inc
DECREASED
Shares3,000 from 3,101
Change-101 (-3%)
Value$588.8K (-$1.8K)
Filed 2026-10-27
Chatham Capital Group, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$587.3K (+$15.7K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$586.5K (+$15.7K)
Filed 2026-10-15
Everhart Financial Group, Inc.
INCREASED
Shares2,986 from 2,795
Change+191 (+7%)
Value$584.5K (+$52.0K)
Filed 2026-10-08
Opulen Financial Group LLC
DECREASED
Shares2,981 from 3,038
Change-57 (-2%)
Value$583.5K (+$4.7K)
Filed 2026-10-22
Latitude Advisors, LLC
DECREASED
Shares2,971 from 3,775
Change-804 (-21%)
Value$581.7K (-$137.6K)
Filed 2026-10-27
Straight Path Wealth Management
DECREASED
Shares2,967 from 2,971
Change-4 (0%)
Value$580.9K (+$14.8K)
Filed 2026-10-23
Clarity Retirement & Wealth, LLC
INCREASED
Shares2,962 from 2,764
Change+198 (+7%)
Value$579.8K (+$53.2K)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$541.6K (-$20.8K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$577.5K (+$15.4K)
Filed 2026-11-02
Eagle Rock Investment Company, LLC
INCREASED
Shares2,938 from 2,489
Change+449 (+18%)
Value$575.1K (+$100.9K)
Filed 2026-10-21
Primoris Wealth Advisors, LLC
DECREASED
Shares2,932 from 3,082
Change-150 (-5%)
Value$573.9K (-$13.2K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares2,912 from 2,712
Change+200 (+7%)
Value$570.0K (+$53.3K)
Filed 2026-10-26
Mission Financial Group, LLC
DECREASED
Shares2,907 from 2,921
Change-14 (0%)
Value$569.0K (+$12.5K)
Filed 2026-10-21
Tufton Capital Management
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$568 (-$552.4K)
Filed 2026-10-20
Wealth Quarterback LLC
DECREASED
Shares2,904 from 2,963
Change-59 (-2%)
Value$568.5K (+$4.0K)
Filed 2026-10-20
Waterfront Wealth Inc.
INCREASED
Shares2,899 from 2,883
Change+16 (+1%)
Value$538.3K (+$2.7K)
Filed 2026-11-03
Churchill Financial Advisors, LLC
UNCHANGED
Shares2,896 from 2,896
Change0 (0%)
Value$566.9K (+$15.1K)
Filed 2026-10-20
Hall Capital Management Co Inc
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$566.3K (+$15.1K)
Filed 2026-11-09
First Command Advisory Services, Inc.
DECREASED
Shares2,891 from 4,155
Change-1,264 (-30%)
Value$565.9K (-$225.7K)
Filed 2026-11-05
Ethic Inc.
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$565.9K (+$15.1K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
DECREASED
Shares2,882 from 7,192
Change-4,310 (-60%)
Value$564.9K (-$798.3K)
Filed 2026-10-22
Geneva Partners, LLC
DECREASED
Shares2,878 from 2,990
Change-112 (-4%)
Value$563.3K (-$6.5K)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
INCREASED
Shares2,873 from 1,371
Change+1,502 (+110%)
Value$562.4K (+$301.2K)
Filed 2026-10-19
Hengehold Capital Management LLC
INCREASED
Shares2,872 from 2,794
Change+78 (+3%)
Value$562.2K (+$29.8K)
Filed 2026-10-16
Independent Solutions Wealth Management, LLC
NEW
Shares2,870
Change+2,870
Value$561.8K
Filed 2026-10-28
RTD Financial Advisors, Inc.
DECREASED
Shares2,862 from 3,003
Change-141 (-5%)
Value$560.2K (-$11.9K)
Filed 2026-10-09
Accel Wealth Management
DECREASED
Shares2,856 from 2,894
Change-38 (-1%)
Value$559.1K (+$7.8K)
Filed 2026-10-13
Davidson Kahn Capital Management, LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$557.5K (+$14.9K)
Filed 2026-10-26
Shrier Wealth Management, LLC
INCREASED
Shares2,840 from 2,602
Change+238 (+9%)
Value$555.9K (+$60.2K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares2,838 from 2,868
Change-30 (-1%)
Value$555.5K (+$9.2K)
Filed 2026-10-26
Trust Point Inc.
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$555.0K (+$14.8K)
Filed 2026-10-27
RPS Advisory Solutions LLC
DECREASED
Shares2,834 from 2,924
Change-90 (-3%)
Value$554.8K (-$2.3K)
Filed 2026-11-09
Pacific Center for Financial Services
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$550.1K (+$14.7K)
Filed 2026-10-15
Meramec Financial Planners, LLC
INCREASED
Shares2,809 from 2,606
Change+203 (+8%)
Value$462.7K (+$8.5K)
Filed 2026-11-09
Arlington Capital Management Inc
DECREASED
Shares2,803 from 2,860
Change-57 (-2%)
Value$548.7K (+$3.8K)
Filed 2026-10-30
Green Ridge Wealth Planning LLC
DECREASED
Shares2,796 from 3,113
Change-317 (-10%)
Value$547.3K (-$45.8K)
Filed 2026-10-08
Cornerstone Capital, Inc.
INCREASED
Shares2,795 from 1,520
Change+1,275 (+84%)
Value$547.1K (+$257.5K)
Filed 2026-11-10
Equita Financial Network, Inc.
DECREASED
Shares2,790 from 2,846
Change-56 (-2%)
Value$546.1K (+$3.9K)
Filed 2026-10-19
Romano Brothers and Company
UNCHANGED
Shares2,786 from 2,786
Change0 (0%)
Value$545.4K (+$14.6K)
Filed 2026-10-22
Michels Family Financial, LLC
INCREASED
Shares2,777 from 2,305
Change+472 (+20%)
Value$543.6K (+$104.5K)
Filed 2026-11-02
Smith Thornton Advisors LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$542.2K (+$40.1K)
Filed 2026-10-16
Centurion Wealth Management LLC
DECREASED
Shares2,763 from 3,270
Change-507 (-15%)
Value$540.9K (-$82.2K)
Filed 2026-10-13
StoryOne LLC
INCREASED
Shares2,762 from 1,372
Change+1,390 (+101%)
Value$540.5K (+$279.0K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares2,762 from 3,626
Change-864 (-24%)
Value$540.7K (-$150.1K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares2,750 from 2,650
Change+100 (+4%)
Value$538.3K (+$33.4K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
DECREASED
Shares2,747 from 3,204
Change-457 (-14%)
Value$537.9K (-$72.7K)
Filed 2026-10-15
Clearstead Trust, LLC
INCREASED
Shares2,740 from 2,610
Change+130 (+5%)
Value$536.3K (+$38.9K)
Filed 2026-11-06
Capital Management Associates, Inc
UNCHANGED
Shares2,738 from 2,738
Change0 (0%)
Value$536.0K (+$14.3K)
Filed 2026-10-20
Optivise Advisory Services LLC
DECREASED
Shares2,723 from 2,773
Change-50 (-2%)
Value$533.0K (+$4.6K)
Filed 2026-10-19
Plan Group Financial, LLC
DECREASED
Shares2,715 from 4,867
Change-2,152 (-44%)
Value$503.4K (-$423.8K)
Filed 2026-10-22
Regency Capital Management Inc.\DE
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$529.5K (+$14.2K)
Filed 2026-11-09
Greystone Financial Group, LLC
INCREASED
Shares2,698 from 2,655
Change+43 (+2%)
Value$528.1K (+$22.3K)
Filed 2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$524.6K (+$14.0K)
Filed 2026-11-09
Missouri Trust & Investment Co
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$524.2K (+$54.6K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares2,674 from 2,290
Change+384 (+17%)
Value$523.4K (+$87.1K)
Filed 2026-10-29
Collaborative Wealth Managment Inc.
INCREASED
Shares2,669 from 2,618
Change+51 (+2%)
Value$522.4K (+$23.6K)
Filed 2026-11-06
King Wealth Management Group
DECREASED
Shares2,663 from 2,892
Change-229 (-8%)
Value$521 (-$550.5K)
Filed 2026-11-09
Vima LLC
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$521.3K (+$14.0K)
Filed 2026-10-23
Asset Allocation Strategies LLC
DECREASED
Shares2,662 from 2,980
Change-318 (-11%)
Value$521.1K (-$46.6K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
INCREASED
Shares2,662 from 2,661
Change+1 (+0%)
Value$521.0K (+$14.1K)
Filed 2026-10-15
Mitchell Sinkler & Starr
DECREASED
Shares2,650 from 3,100
Change-450 (-15%)
Value$518.7K (-$71.9K)
Filed 2026-10-13
Thompson Investment Management, Inc.
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$518.0K (+$13.8K)
Filed 2026-10-14
Brown Miller Wealth Management, LLC
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$517.6K (+$13.8K)
Filed 2026-11-02
Rolek Wealth Management LLC
INCREASED
Shares2,638 from 2,635
Change+3 (+0%)
Value$516.5K (+$14.4K)
Filed 2026-10-21
Financial Management Network Inc
INCREASED
Shares2,619 from 2,559
Change+60 (+2%)
Value$523.3K (+$74.1K)
Filed 2026-10-09
Register Financial Advisors LLC
DECREASED
Shares2,617 from 2,836
Change-219 (-8%)
Value$512.3K (-$28.1K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$510.1K (+$13.6K)
Filed 2026-10-20
Rodgers & Associates, LTD
DECREASED
Shares2,600 from 2,635
Change-35 (-1%)
Value$508.9K (+$6.9K)
Filed 2026-10-20
Bank of Stockton
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$509.0K (+$13.6K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$509.0K (+$13.6K)
Filed 2026-10-20
Quent Capital, LLC
INCREASED
Shares2,598 from 610
Change+1,988 (+326%)
Value$428.0K (+$311.8K)
Filed 2026-11-09
Altfest L J & Co Inc
INCREASED
Shares2,598 from 2,288
Change+310 (+14%)
Value$508.6K (+$72.6K)
Filed 2026-10-27
Rose Capital Advisors LLC
DECREASED
Shares2,596 from 2,600
Change-4 (0%)
Value$508.3K (+$12.9K)
Filed 2026-11-04
Harmony Asset Management LLC
DECREASED
Shares2,595 from 3,045
Change-450 (-15%)
Value$507.9K (-$72.1K)
Filed 2026-10-20
TrustBank
INCREASED
Shares2,592 from 1,960
Change+632 (+32%)
Value$507.4K (+$134.0K)
Filed 2026-10-20
HMS Capital Management, LLC
DECREASED
Shares2,592 from 2,760
Change-168 (-6%)
Value$507.4K (-$18.5K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$507.4K (+$13.6K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares2,589 from 2,513
Change+76 (+3%)
Value$506.7K (+$27.9K)
Filed 2026-11-04
StrongBox Wealth, LLC
DECREASED
Shares2,578 from 2,804
Change-226 (-8%)
Value$504.8K (-$29.6K)
Filed 2026-11-02
Capital City Trust Co
UNCHANGED
Shares2,578 from 2,578
Change0 (0%)
Value$504.6K (+$13.5K)
Filed 2026-10-22
Valley National Advisers Inc
DECREASED
Shares2,574 from 2,628
Change-54 (-2%)
Value$503.9K (+$3.2K)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$503.1K (+$13.4K)
Filed 2026-10-19
Lighthouse Financial LLC
NEW
Shares2,569
Change+2,569
Value$502.9K
Filed 2026-10-23
Tidemark, LLC
DECREASED
Shares2,563 from 2,650
Change-87 (-3%)
Value$501.7K (-$3.3K)
Filed 2026-11-09
Measured Risk Portfolios, Inc.
DECREASED
Shares2,557 from 2,933
Change-376 (-13%)
Value$500.6K (-$58.2K)
Filed 2026-10-21
Baker Boyer National Bank
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$500.3K (+$13.4K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$499.8K (+$13.4K)
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares2,532 from 4,498
Change-1,966 (-44%)
Value$495.6K (-$361.3K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED
Shares2,531 from 2,530
Change+1 (+0%)
Value$495.5K (+$13.6K)
Filed 2026-10-13
Clarus Group, Inc.
INCREASED
Shares2,526 from 2,524
Change+2 (+0%)
Value$494.4K (+$13.4K)
Filed 2026-10-21
Franklin Street Advisors Inc
INCREASED
Shares2,521 from 2,501
Change+20 (+1%)
Value$493.5K (+$17.0K)
Filed 2026-10-13
Intelligence Driven Advisers, LLC
DECREASED
Shares2,520 from 2,570
Change-50 (-2%)
Value$493.3K (+$3.7K)
Filed 2026-10-09
Aldebaran Financial Inc.
DECREASED
Shares2,511 from 2,569
Change-58 (-2%)
Value$491.6K (+$2.2K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
DECREASED
Shares2,510 from 3,182
Change-672 (-21%)
Value$491.3K (-$114.9K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
INCREASED
Shares2,510 from 2,509
Change+1 (+0%)
Value$491.4K (+$13.3K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,507 from 2,340
Change+167 (+7%)
Value$490.7K (+$44.9K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares2,504 from 1,914
Change+590 (+31%)
Value$490.2K (+$125.5K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$486.2K (+$13.0K)
Filed 2026-10-15
Norden Group LLC
UNCHANGED
Shares2,481 from 2,481
Change0 (0%)
Value$485.7K (+$13.0K)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares2,473 from 2,568
Change-95 (-4%)
Value$484.0K (-$5.2K)
Filed 2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares2,466 from 2,908
Change-442 (-15%)
Value$482.7K (-$71.3K)
Filed 2026-10-15
Hurlow Wealth Management Group, Inc.
DECREASED
Shares2,466 from 2,469
Change-3 (0%)
Value$482.7K (+$12.3K)
Filed 2026-10-29
Paulson Wealth Management Inc.
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$478.8K (+$12.8K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
INCREASED
Shares2,442 from 2,354
Change+88 (+4%)
Value$478.1K (+$29.5K)
Filed 2026-10-16
KRM Wealth Management L.L.C.
INCREASED
Shares2,436 from 2,434
Change+2 (+0%)
Value$476.9K (+$13.3K)
Filed 2026-11-02
Aspire Private Capital, LLC
UNCHANGED
Shares2,423 from 2,423
Change0 (0%)
Value$474.3K (+$12.7K)
Filed 2026-11-05
BXM Wealth LLC
INCREASED
Shares2,417 from 1,963
Change+454 (+23%)
Value$473.1K (+$99.0K)
Filed 2026-11-03
Sightline Wealth Advisors, LLC
DECREASED
Shares2,412 from 2,414
Change-2 (0%)
Value$472.1K (+$12.2K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares2,410 from 2,390
Change+20 (+1%)
Value$471.7K (+$16.4K)
Filed 2026-10-07
Central Valley Advisors, LLC
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$471.8K (+$12.6K)
Filed 2026-10-27
Joel Adams & Associates, Inc.
UNCHANGED
Shares2,402 from 2,402
Change0 (0%)
Value$470.2K (+$12.6K)
Filed 2026-11-02
Braun-Bostich & Associates Inc.
DECREASED
Shares2,397 from 2,570
Change-173 (-7%)
Value$469.2K (-$20.4K)
Filed 2026-10-20
Burns Matteson Capital Management, LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$467.7K (+$12.6K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$465.9K (+$12.4K)
Filed 2026-10-20
Mountain Capital Investment Advisors Inc.
INCREASED
Shares2,375 from 2,314
Change+61 (+3%)
Value$464.9K (+$24.0K)
Filed 2026-11-06
Kelsey Financial, LLC
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$464.7K (+$12.4K)
Filed 2026-10-28
Archer Investment Management, LLC
DECREASED
Shares2,370 from 3,260
Change-890 (-27%)
Value$463.9K (-$157.2K)
Filed 2026-10-13
Chesley Taft & Associates LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$462.0K (+$12.3K)
Filed 2026-10-13
Farrell Financial LLC
DECREASED
Shares2,359 from 2,497
Change-138 (-6%)
Value$461.9K (-$13.9K)
Filed 2026-10-16
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$461.6K (+$12.3K)
Filed 2026-10-09
Tortoise Investment Management, LLC
UNCHANGED
Shares2,357 from 2,357
Change0 (0%)
Value$461.4K (+$12.3K)
Filed 2026-11-06
Wescott Financial Advisory Group, LLC
INCREASED
Shares2,354 from 1,596
Change+758 (+47%)
Value$460.8K (+$156.7K)
Filed 2026-11-09
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$460.8K (+$12.3K)
Filed 2026-11-02
Monograph Wealth Advisors, LLC
DECREASED
Shares2,346 from 2,746
Change-400 (-15%)
Value$459.2K (-$63.9K)
Filed 2026-11-09
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,336 from 2,336
Change0 (0%)
Value$457.3K (+$12.3K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$456.9K (+$12.2K)
Filed 2026-10-05
First Hawaiian Bank
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$456.1K (+$12.2K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares2,327 from 2,326
Change+1 (+0%)
Value$455.5K (+$12.4K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED
Shares2,326 from 2,323
Change+3 (+0%)
Value$455.2K (+$12.7K)
Filed 2026-10-09
Waterway Wealth Management, LLC
INCREASED
Shares2,321 from 1,201
Change+1,120 (+93%)
Value$454.4K (+$225.6K)
Filed 2026-10-28
Plan A Wealth LLC
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$453.7K (+$12.1K)
Filed 2026-10-08
Matrix Asset Advisors Inc
UNCHANGED
Shares2,316 from 2,316
Change0 (0%)
Value$453.4K (+$12.1K)
Filed 2026-10-13
LJI Wealth Management, LLC
UNCHANGED
Shares2,314 from 2,314
Change0 (0%)
Value$453.0K (+$12.1K)
Filed 2026-10-28
Grove Street Fiduciary, LLC
UNCHANGED
Shares2,314 from 2,314
Change0 (0%)
Value$453.0K (+$12.1K)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares2,312 from 2,311
Change+1 (+0%)
Value$452.5K (+$12.2K)
Filed 2026-10-30
Private Management Group Inc
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$452.6K (+$12.1K)
Filed 2026-11-04
Mcdonald Partners LLC
INCREASED
Shares2,305 from 2,244
Change+61 (+3%)
Value$451.2K (+$23.7K)
Filed 2026-11-03
Cottage Street Advisors LLC
DECREASED
Shares2,296 from 3,722
Change-1,426 (-38%)
Value$449.4K (-$259.6K)
Filed 2026-10-19
Axiom Investment Management LLC
INCREASED
Shares2,293 from 2,193
Change+100 (+5%)
Value$448.8K (+$31.0K)
Filed 2026-11-03
Lazari Capital Management, Inc.
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$448.3K (+$12.0K)
Filed 2026-10-20
Means Investment Co., Inc.
DECREASED
Shares2,289 from 2,367
Change-78 (-3%)
Value$448.1K (-$2.8K)
Filed 2026-11-03
Cypress Asset Management Inc
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$447.9K (+$12.0K)
Filed 2026-10-09
LEE Danner & Bass Inc
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$447.3K (+$11.9K)
Filed 2026-10-27
Olio Financial Planning
INCREASED
Shares2,284 from 2,272
Change+12 (+1%)
Value$447.1K (+$14.2K)
Filed 2026-10-22
Blackston Financial Advisory Group, LLC
INCREASED
Shares2,283 from 1,912
Change+371 (+19%)
Value$446.8K (+$82.6K)
Filed 2026-11-04
ProCore Advisors, LLC
INCREASED
Shares2,276 from 2,272
Change+4 (+0%)
Value$445.5K (+$12.8K)
Filed 2026-10-14
Willner & Heller, LLC
INCREASED
Shares2,276 from 2,273
Change+3 (+0%)
Value$445.5K (+$12.4K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
DECREASED
Shares2,274 from 3,074
Change-800 (-26%)
Value$445.1K (-$140.5K)
Filed 2026-10-13
Strathmore Capital Advisors, Inc.
DECREASED
Shares2,272 from 2,470
Change-198 (-8%)
Value$374.3K (-$72.2K)
Filed 2026-11-09
Long Island Wealth Management, Inc.
UNCHANGED
Shares2,264 from 2,264
Change0 (0%)
Value$443.2K (+$11.8K)
Filed 2026-10-20
Omnitrust Wealth Management, Inc
NEW
Shares2,262
Change+2,262
Value$442.8K
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares2,259 from 2,299
Change-40 (-2%)
Value$442.2K (+$4.1K)
Filed 2026-10-22
LongView Wealth Management
DECREASED
Shares2,258 from 2,812
Change-554 (-20%)
Value$442.0K (-$93.7K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,246 from 2,233
Change+13 (+1%)
Value$439.7K (+$14.2K)
Filed 2026-11-02
Vista Capital Partners, Inc.
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$439.5K (+$11.7K)
Filed 2026-11-06
Herold Advisors, Inc.
INCREASED
Shares2,243 from 1,876
Change+367 (+20%)
Value$439.1K (+$79.1K)
Filed 2026-10-19
Total Investment Management Inc
INCREASED
Shares2,242 from 2,060
Change+182 (+9%)
Value$438.8K (+$77.7K)
Filed 2026-10-22
Legacy Financial Strategies, LLC
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$438.9K (+$11.7K)
Filed 2026-10-15
TFC Financial Management, Inc.
DECREASED
Shares2,238 from 2,417
Change-179 (-7%)
Value$438.1K (-$22.4K)
Filed 2026-10-26
Harbor Group, Inc.
INCREASED
Shares2,233 from 2,031
Change+202 (+10%)
Value$437.2K (+$50.2K)
Filed 2026-10-14
Pearl Planning LLC
UNCHANGED
Shares2,232 from 2,232
Change0 (0%)
Value$436.9K (+$11.7K)
Filed 2026-10-13
Atlas Brown,Inc.
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$434.9K (+$11.6K)
Filed 2026-10-09
Able Wealth Management LLC
INCREASED
Shares2,203 from 2,202
Change+1 (+0%)
Value$442.6K (+$22.9K)
Filed 2026-10-13
Miller Financial Services LLC
NEW
Shares2,200
Change+2,200
Value$430.7K
Filed 2026-10-20
Transcendent Capital Group LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$430.7K (+$11.5K)
Filed 2026-10-28
Hippocratic Financial Advisors, LLC
NEW
Shares2,191
Change+2,191
Value$428.9K
Filed 2026-10-13
Investors Research Corp
INCREASED
Shares2,185 from 1,867
Change+318 (+17%)
Value$427.7K (+$72.0K)
Filed 2026-10-07
First American Bank
DECREASED
Shares2,180 from 2,582
Change-402 (-16%)
Value$426.7K (-$65.2K)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares2,180 from 2,179
Change+1 (+0%)
Value$431.1K (+$26.7K)
Filed 2026-10-09
Visionary Horizons, LLC
INCREASED
Shares2,174 from 2,090
Change+84 (+4%)
Value$425.6K (+$27.4K)
Filed 2026-10-22
Freedom Investment Management, Inc.
DECREASED
Shares2,168 from 2,680
Change-512 (-19%)
Value$424.5K (-$86.1K)
Filed 2026-11-09
Cypress Wealth Services, LLC
DECREASED
Shares2,166 from 2,167
Change-1 (0%)
Value$437.5K (+$24.6K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
INCREASED
Shares2,165 from 2,000
Change+165 (+8%)
Value$423.8K (+$42.6K)
Filed 2026-10-26
WoodTrust Financial Corp
UNCHANGED
Shares2,156 from 2,156
Change0 (0%)
Value$422 (-$410.6K)
Filed 2026-10-09
Alchemi Wealth, LLC
UNCHANGED
Shares2,152 from 2,152
Change0 (0%)
Value$421.4K (+$11.3K)
Filed 2026-11-04
Blodgett Wealth Advisors, LLC
DECREASED
Shares2,150 from 2,350
Change-200 (-9%)
Value$420.9K (-$26.9K)
Filed 2026-10-23
BKM Wealth Management, LLC
INCREASED
Shares2,149 from 1,809
Change+340 (+19%)
Value$420.8K (+$76.0K)
Filed 2026-10-22
Horrell Capital Management, Inc.
DECREASED
Shares2,146 from 2,188
Change-42 (-2%)
Value$420.1K (+$3.2K)
Filed 2026-10-08
Advisory Resource Group
INCREASED
Shares2,132 from 2,131
Change+1 (+0%)
Value$417.3K (+$11.4K)
Filed 2026-10-26
Alerus Financial NA
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$416.6K (+$11.1K)
Filed 2026-11-09
Asset Dedication, LLC
DECREASED
Shares2,126 from 2,173
Change-47 (-2%)
Value$416.1K (+$2.2K)
Filed 2026-11-03
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$416.2K (+$11.1K)
Filed 2026-10-23
Tepp RIA, LLC
INCREASED
Shares2,125 from 2,123
Change+2 (+0%)
Value$415.9K (+$11.5K)
Filed 2026-10-14
Stevens Capital Partners
DECREASED
Shares2,095 from 2,137
Change-42 (-2%)
Value$410.1K (+$3.0K)
Filed 2026-10-29
Wealthcare Capital Partners, LLC
DECREASED
Shares2,092 from 2,191
Change-99 (-5%)
Value$409.6K (-$7.9K)
Filed 2026-10-21
Compass Financial Services Inc
DECREASED
Shares2,091 from 2,092
Change-1 (0%)
Value$409.5K (+$10.9K)
Filed 2026-11-06
Merkkuri Wealth Advisors LLC
DECREASED
Shares2,074 from 2,198
Change-124 (-6%)
Value$405.9K (-$12.8K)
Filed 2026-11-03
Crane Advisory, LLC
INCREASED
Shares2,073 from 2,071
Change+2 (+0%)
Value$416.6K (+$49.0K)
Filed 2026-10-13
Jacksonville Wealth Management, LLC
UNCHANGED
Shares2,067 from 2,067
Change0 (0%)
Value$404.6K (+$10.8K)
Filed 2026-10-30
Allegheny Financial Group
INCREASED
Shares2,064 from 2,063
Change+1 (+0%)
Value$404.0K (+$10.8K)
Filed 2026-11-05
HMV Wealth Advisors, LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$403.6K (+$10.8K)
Filed 2026-10-27
Midwest Financial Group LLC
INCREASED
Shares2,059 from 2,058
Change+1 (+0%)
Value$403.1K (+$11.1K)
Filed 2026-10-15
Spinnaker Investment Group, LLC
DECREASED
Shares2,057 from 2,086
Change-29 (-1%)
Value$402.7K (+$5.2K)
Filed 2026-10-13
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$401.5K (+$10.8K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares2,047 from 2,070
Change-23 (-1%)
Value$400.6K (+$6.2K)
Filed 2026-10-28
Camden National Bank
INCREASED
Shares2,043 from 1,394
Change+649 (+47%)
Value$399.9K (+$134.3K)
Filed 2026-11-02
Griffin Asset Management, Inc.
NEW
Shares2,034
Change+2,034
Value$398.2K
Filed 2026-10-22
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$398.2K (+$10.6K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$383.5K (-$3.6K)
Filed 2026-11-02
Appalachian Capital Management Ltd
INCREASED
Shares2,025 from 2,023
Change+2 (+0%)
Value$396.4K (+$11.0K)
Filed 2026-10-14
Atlantic Private Wealth, LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$396.5K (+$10.7K)
Filed 2026-11-09
Weaver Consulting Group
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$395.9K (+$10.6K)
Filed 2026-10-07
Kelman-Lazarov, Inc.
INCREASED
Shares2,021 from 1,250
Change+771 (+62%)
Value$395.6K (+$157.5K)
Filed 2026-11-09
GatePass Capital, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$395.4K (+$10.6K)
Filed 2026-11-09
Huntleigh Advisors, Inc.
INCREASED
Shares2,019 from 2,014
Change+5 (+0%)
Value$395.2K (+$11.5K)
Filed 2026-11-03
Squire Investment Management Company, LLC
DECREASED
Shares2,018 from 2,019
Change-1 (0%)
Value$395.0K (+$10.4K)
Filed 2026-11-03
Ti-Trust, Inc
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$394.4K (+$10.5K)
Filed 2026-10-21
SRH Advisors, LLC
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$394.2K (+$10.5K)
Filed 2026-10-22
Carrera Capital Advisors
NEW
Shares2,002
Change+2,002
Value$391.9K
Filed 2026-11-03
Gruss & Co., LLC
DECREASED
Shares2,000 from 4,000
Change-2,000 (-50%)
Value$391.5K (-$370.6K)
Filed 2026-11-02
KTF Investments, LLC
DECREASED
Shares2,000 from 2,100
Change-100 (-5%)
Value$391.5K (-$8.6K)
Filed 2026-10-23
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$391.5K (+$10.5K)
Filed 2026-10-09
Aljian Capital Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$391.5K (+$10.5K)
Filed 2026-10-28
Valicenti Advisory Services Inc
UNCHANGED
Shares1,994 from 1,994
Change0 (0%)
Value$390 (+$10)
Filed 2026-10-23
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$390.0K (+$10.4K)
Filed 2026-10-19
Payne Capital Management, LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$370.3K (-$9.1K)
Filed 2026-11-09
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,988 from 1,605
Change+383 (+24%)
Value$400.4K (+$94.6K)
Filed 2026-10-20
Sound Portfolio Advisors, LLC
NEW
Shares1,987
Change+1,987
Value$389.0K
Filed 2026-11-05
S&A Financial Services, Inc.
DECREASED
Shares1,980 from 1,991
Change-11 (-1%)
Value$387.5K (+$8.2K)
Filed 2026-11-03
Centerline Wealth Advisors, LLC
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$387.0K (+$10.3K)
Filed 2026-10-15
WealthPLAN Partners, LLC
DECREASED
Shares1,960 from 2,230
Change-270 (-12%)
Value$383.6K (-$41.2K)
Filed 2026-10-15
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$381.7K (+$10.2K)
Filed 2026-11-05
BWM Planning, LLC
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$381.5K (+$10.3K)
Filed 2026-11-09
Arwa LLC
DECREASED
Shares1,944 from 2,729
Change-785 (-29%)
Value$381.6K (-$102.9K)
Filed 2026-10-21
Concentrum Wealth Management
NEW
Shares1,942
Change+1,942
Value$380.0K
Filed 2026-11-09
Capital Advantage, Inc.
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$379.9K (+$10.2K)
Filed 2026-10-14
Winch Advisory Services, LLC
DECREASED
Shares1,939 from 1,965
Change-26 (-1%)
Value$379.5K (+$5.1K)
Filed 2026-11-06
Clear Retirement Advice LLC
DECREASED
Shares1,938 from 2,055
Change-117 (-6%)
Value$379.4K (-$12.2K)
Filed 2026-10-22
Hopwood Financial Services, Inc.
INCREASED
Shares1,928 from 1,666
Change+262 (+16%)
Value$377.4K (+$60.0K)
Filed 2026-10-29
truNorth Financial Services, Inc.
DECREASED
Shares1,922 from 2,061
Change-139 (-7%)
Value$376.2K (-$16.4K)
Filed 2026-11-06
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares1,920 from 1,918
Change+2 (+0%)
Value$375.8K (+$10.5K)
Filed 2026-11-09
Landmark Wealth Management, LLC
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$374.6K (+$10.0K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares1,911 from 2,136
Change-225 (-11%)
Value$374.1K (-$32.9K)
Filed 2026-10-20
Sterling Group Wealth Management, LLC
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$373.5K (+$10.0K)
Filed 2026-11-03
Succession Financial, Inc.
UNCHANGED
Shares1,906 from 1,906
Change0 (0%)
Value$373.1K (+$10.0K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
INCREASED
Shares1,904 from 200
Change+1,704 (+852%)
Value$372.7K (+$334.6K)
Filed 2026-10-15
Clean Yield Group
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$372.7K (+$10.0K)
Filed 2026-10-28
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$371 (+$10)
Filed 2026-10-14
Cap Partners, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$371.9K (+$9.9K)
Filed 2026-10-19
Marks Group Wealth Management, Inc
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$370.0K (+$9.9K)
Filed 2026-11-05
Tenon Financial LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$369.6K (+$9.9K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$368.8K (+$9.9K)
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
INCREASED
Shares1,882 from 1,842
Change+40 (+2%)
Value$368.4K (+$17.5K)
Filed 2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$365.7K (+$9.8K)
Filed 2026-10-21
Avaii Wealth Management, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$371.6K (+$17.3K)
Filed 2026-10-09
West Paces Advisors Inc.
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$363.5K (+$9.7K)
Filed 2026-10-13
Private Wealth Group, LLC
INCREASED
Shares1,856 from 1,731
Change+125 (+7%)
Value$363.3K (+$33.5K)
Filed 2026-10-19
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$363 (-$352.6K)
Filed 2026-11-04
WealthSpring Partners, LLC
NEW
Shares1,847
Change+1,847
Value$361.5K
Filed 2026-10-14
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$358.7K (+$9.6K)
Filed 2026-10-13
Gibbs Wealth Management
NEW
Shares1,826
Change+1,826
Value$357.4K
Filed 2026-10-22
Bedminster, LLC
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$357.5K (+$9.6K)
Filed 2026-11-04
Sageworth Trust Co
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$356.3K (+$9.5K)
Filed 2026-10-30
Balentine LLC
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$355.9K (+$9.5K)
Filed 2026-11-03
Rayburn West Financial Services LLC
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$355.5K (+$9.5K)
Filed 2026-11-03
Brooklyn FI, LLC
INCREASED
Shares1,810 from 1,205
Change+605 (+50%)
Value$319.5K (+$102.2K)
Filed 2026-11-05
International Private Wealth Advisors LLC
INCREASED
Shares1,805 from 1,656
Change+149 (+9%)
Value$353.4K (+$37.8K)
Filed 2026-11-05
Meridian Wealth Partners, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$353.3K (+$9.4K)
Filed 2026-11-09
BCU Wealth Advisors, LLC
INCREASED
Shares1,803 from 1,801
Change+2 (+0%)
Value$352.9K (+$9.8K)
Filed 2026-10-16
White Pine Investment Co
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$351 (-$340.6K)
Filed 2026-10-15
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$349.4K (+$30.9K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$348.4K (+$9.3K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
INCREASED
Shares1,774 from 200
Change+1,574 (+787%)
Value$347.3K (+$309.2K)
Filed 2026-10-15
Shearwater Capital LLC
NEW
Shares1,770
Change+1,770
Value$346.5K
Filed 2026-10-13
John Boyer, Inc.
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$347.6K (+$9.6K)
Filed 2026-10-27
Gill Capital Partners, LLC
INCREASED
Shares1,757 from 1,427
Change+330 (+23%)
Value$343.9K (+$72.1K)
Filed 2026-10-13
Rubicon Advisors, GP
DECREASED
Shares1,746 from 1,786
Change-40 (-2%)
Value$341.8K (+$1.5K)
Filed 2026-10-23
Dynamic Financial Group
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$338.6K (+$9.0K)
Filed 2026-10-28
Bedel Financial Consulting, Inc.
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$338.6K (+$9.0K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
DECREASED
Shares1,722 from 1,811
Change-89 (-5%)
Value$337.0K (-$8.1K)
Filed 2026-10-14
Heritage Investment Group, Inc.
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$336.3K (+$9.0K)
Filed 2026-11-03
Braun Stacey Associates Inc
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$336.1K (+$9.0K)
Filed 2026-10-19
G2 Capital Management, LLC / OH
INCREASED
Shares1,716 from 1,505
Change+211 (+14%)
Value$336.0K (+$49.2K)
Filed 2026-10-23
Park National Corp
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$335.9K (+$9.0K)
Filed 2026-10-05
Werba Rubin Papier Wealth Management
DECREASED
Shares1,713 from 1,783
Change-70 (-4%)
Value$335.3K (-$4.4K)
Filed 2026-11-06
Lane Brothers & Co Inc
DECREASED
Shares1,712 from 2,771
Change-1,059 (-38%)
Value$335.1K (-$192.8K)
Filed 2026-11-02
Cheviot Value Management, LLC
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$335.1K (+$9.0K)
Filed 2026-11-09
Advisory Advocates, LLC
DECREASED
Shares1,711 from 1,771
Change-60 (-3%)
Value$334.9K (-$2.4K)
Filed 2026-11-05
Neville Rodie & Shaw Inc
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$334 (+$9)
Filed 2026-10-05
Madson Wealth Advisors Inc
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$333.2K (+$8.9K)
Filed 2026-10-13
Bayshore Asset Management, LLC
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$332.0K (+$9.9K)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
DECREASED
Shares1,684 from 1,699
Change-15 (-1%)
Value$329.6K (+$6.0K)
Filed 2026-10-20
Invera Wealth Advisors, LLC
INCREASED
Shares1,680 from 1,660
Change+20 (+1%)
Value$328.9K (+$12.6K)
Filed 2026-10-28
Davidson Trust Co
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$327.3K (+$8.7K)
Filed 2026-10-09
Stableford Capital II LLC
DECREASED
Shares1,665 from 2,009
Change-344 (-17%)
Value$325.9K (-$56.8K)
Filed 2026-10-09
OmniStar Financial Group, Inc.
DECREASED
Shares1,665 from 1,684
Change-19 (-1%)
Value$325.9K (+$5.0K)
Filed 2026-10-26
N.E.W. Advisory Services LLC
DECREASED
Shares1,663 from 3,335
Change-1,672 (-50%)
Value$325.5K (-$310.0K)
Filed 2026-11-09
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,662 from 1,662
Change0 (0%)
Value$325.3K (+$8.7K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED
Shares1,661 from 1,660
Change+1 (+0%)
Value$325.2K (+$9.0K)
Filed 2026-11-03
Shira Ridge Wealth Management
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$323.4K (+$8.6K)
Filed 2026-10-09
Olistico Wealth, LLC
DECREASED
Shares1,642 from 1,735
Change-93 (-5%)
Value$321.4K (-$9.1K)
Filed 2026-10-05
Flagship Private Wealth, LLC
DECREASED
Shares1,640 from 2,108
Change-468 (-22%)
Value$321.1K (-$80.6K)
Filed 2026-11-05
Greenwood Capital Associates LLC
DECREASED
Shares1,640 from 1,666
Change-26 (-2%)
Value$321.0K (+$3.6K)
Filed 2026-10-27
Greenspring Advisors, LLC
DECREASED
Shares1,639 from 1,737
Change-98 (-6%)
Value$320.9K (-$10.1K)
Filed 2026-11-05
TFB Advisors LLC
NEW
Shares1,633
Change+1,633
Value$319.7K
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$318.3K (+$8.5K)
Filed 2026-11-03
Fairway Wealth LLC
DECREASED
Shares1,620 from 1,764
Change-144 (-8%)
Value$317.1K (-$19.0K)
Filed 2026-10-30
LMG Wealth Partners, LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$314.8K (+$8.4K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,607 from 1,210
Change+397 (+33%)
Value$314.6K (+$84.0K)
Filed 2026-10-14
Gunderson Capital Management LLC
DECREASED
Shares1,601 from 1,858
Change-257 (-14%)
Value$313.4K (-$40.6K)
Filed 2026-10-15
SS&H Financial Advisors, Inc.
DECREASED
Shares1,600 from 2,682
Change-1,082 (-40%)
Value$313 (-$510.7K)
Filed 2026-10-28
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$313.2K (+$8.4K)
Filed 2026-10-29
Angeles Wealth Management, LLC
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$312.4K (+$8.3K)
Filed 2026-10-26
Investment Insight Wealth Management, LLC
DECREASED
Shares1,595 from 1,608
Change-13 (-1%)
Value$312.3K (+$5.9K)
Filed 2026-10-30
Aurora Private Wealth, Inc.
INCREASED
Shares1,586 from 1,583
Change+3 (+0%)
Value$311 (-$301.7K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
INCREASED
Shares1,584 from 1,230
Change+354 (+29%)
Value$310.1K (+$75.7K)
Filed 2026-10-14
Ellerson Group Inc
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$278.9K (-$22.1K)
Filed 2026-11-04
Bell Bank
DECREASED
Shares1,577 from 1,623
Change-46 (-3%)
Value$308.7K (-$516)
Filed 2026-10-21
Whelan Financial
INCREASED
Shares1,568 from 1,404
Change+164 (+12%)
Value$306.9K (+$39.4K)
Filed 2026-10-28
Parrish Capital LLC
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$304.6K (+$8.1K)
Filed 2026-10-01
Gould Asset Management LLC
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$303.8K (+$8.1K)
Filed 2026-11-06
Builder Investment Group Inc
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$303.4K (+$8.1K)
Filed 2026-10-22
Eagle Strategies LLC
DECREASED
Shares1,546 from 1,547
Change-1 (0%)
Value$302.6K (+$7.9K)
Filed 2026-10-16
Telos Capital Management, Inc.
DECREASED
Shares1,540 from 1,835
Change-295 (-16%)
Value$301.4K (-$48.2K)
Filed 2026-11-02
Diversified Management Inc
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$299.9K (+$8.0K)
Filed 2026-10-08
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares1,528 from 1,599
Change-71 (-4%)
Value$299.1K (-$5.5K)
Filed 2026-11-09
Flagstone Financial Management
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$297.9K (+$8.0K)
Filed 2026-11-05
Tlwm
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$297.2K (+$7.9K)
Filed 2026-10-09
Summit Global Investments
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$297 (-$288.7K)
Filed 2026-10-28
Ground Swell Capital, LLC
NEW
Shares1,516
Change+1,516
Value$296.8K
Filed 2026-11-09
American National Bank & Trust
DECREASED
Shares1,516 from 1,541
Change-25 (-2%)
Value$296.8K (+$3.2K)
Filed 2026-10-07
Collier Financial
NEW
Shares1,508
Change+1,508
Value$295.1K
Filed 2026-11-06
Paragon Private Wealth Management, LLC
DECREASED
Shares1,508 from 1,766
Change-258 (-15%)
Value$295.2K (-$41.2K)
Filed 2026-10-20
Legacy Advisory Services, LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$294.0K (+$7.9K)
Filed 2026-10-20
Arcataur Capital Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$293.6K (+$7.8K)
Filed 2026-10-21
JB Capital LLC
INCREASED
Shares1,499 from 1,161
Change+338 (+29%)
Value$293.5K (+$72.3K)
Filed 2026-10-19
Blvd Private Wealth, LLC
INCREASED
Shares1,498 from 1,064
Change+434 (+41%)
Value$293.2K (+$90.5K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$292.1K (+$7.8K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
DECREASED
Shares1,482 from 4,691
Change-3,209 (-68%)
Value$290.1K (-$603.6K)
Filed 2026-11-03
JIM Saulnier & Associates, LLC
DECREASED
Shares1,482 from 1,675
Change-193 (-12%)
Value$290.1K (-$29.0K)
Filed 2026-11-04
Melone Private Wealth, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$289.8K (+$7.7K)
Filed 2026-10-16
Centerpoint Advisors, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$290 (-$281.7K)
Filed 2026-11-05
Wellington Grp LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$288.9K (+$7.7K)
Filed 2026-11-06
Northwest Wealth Management, LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$288.9K (+$7.7K)
Filed 2026-10-30
Financial Symmetry Inc
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$287.4K (+$7.7K)
Filed 2026-10-06
Traveka Wealth, LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$286.8K (+$7.7K)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares1,464 from 1,461
Change+3 (+0%)
Value$286.6K (+$8.2K)
Filed 2026-10-28
Howard Capital Management Group, LLC
UNCHANGED
Shares1,464 from 1,464
Change0 (0%)
Value$286.6K (+$7.7K)
Filed 2026-10-16
Able Financial Group, LLC
INCREASED
Shares1,462 from 1,382
Change+80 (+6%)
Value$286.1K (+$22.8K)
Filed 2026-10-14
Paragon Advisors, LLC
NEW
Shares1,460
Change+1,460
Value$285.8K
Filed 2026-11-03
Letson Investment Management, Inc.
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$283.4K (+$7.6K)
Filed 2026-11-05
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$283.3K (+$7.6K)
Filed 2026-11-04
Avion Wealth
DECREASED
Shares1,444 from 1,588
Change-144 (-9%)
Value$282 (-$301.7K)
Filed 2026-11-04
Traphagen Investment Advisors LLC
NEW
Shares1,443
Change+1,443
Value$282.5K
Filed 2026-10-14
Sage Financial Group Inc
NEW
Shares1,441
Change+1,441
Value$282.1K
Filed 2026-10-27
Stone Summit Wealth LLC
DECREASED
Shares1,437 from 1,877
Change-440 (-23%)
Value$281.3K (-$76.3K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
INCREASED
Shares1,436 from 1,420
Change+16 (+1%)
Value$281.1K (+$10.6K)
Filed 2026-10-29
Veltria Advisors Corp.
DECREASED
Shares1,433 from 1,557
Change-124 (-8%)
Value$280.5K (-$16.1K)
Filed 2026-11-05
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$280.3K (+$7.5K)
Filed 2026-10-26
CLG LLC
DECREASED
Shares1,429 from 2,791
Change-1,362 (-49%)
Value$279.7K (-$252.0K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
DECREASED
Shares1,426 from 1,493
Change-67 (-4%)
Value$279.2K (-$5.3K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$278.4K (+$7.4K)
Filed 2026-10-22
Seed Wealth Management, Inc.
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$278.4K (+$7.4K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
NEW
Shares1,420
Change+1,420
Value$278.0K
Filed 2026-10-29
Uptown Financial Advisors LLC
NEW
Shares1,416
Change+1,416
Value$277.2K
Filed 2026-10-15
Shakespeare Wealth Management, LLC
INCREASED
Shares1,416 from 1,272
Change+144 (+11%)
Value$277.2K (+$34.8K)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares1,416 from 1,415
Change+1 (+0%)
Value$277.1K (+$20.3K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
DECREASED
Shares1,413 from 1,429
Change-16 (-1%)
Value$276.6K (+$4.3K)
Filed 2026-11-05
First Growth Capital LLC
DECREASED
Shares1,401 from 1,506
Change-105 (-7%)
Value$274.3K (-$12.6K)
Filed 2026-10-15
Detalus Advisors, LLC
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$274.2K (+$7.3K)
Filed 2026-10-15
Ceera Investments, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$274.1K (+$7.3K)
Filed 2026-11-02
Solano Wealth Investment Advisors LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$274.1K (+$7.3K)
Filed 2026-11-06
Canopy Partners, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$274.1K (+$7.3K)
Filed 2026-10-28
TSA Wealth Managment LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$272.9K (+$7.3K)
Filed 2026-10-22
Global Trust Asset Management, LLC
DECREASED
Shares1,393 from 2,103
Change-710 (-34%)
Value$272.7K (-$128.0K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$272.5K (+$7.3K)
Filed 2026-11-03
Bare Financial Services, Inc
INCREASED
Shares1,387 from 1,156
Change+231 (+20%)
Value$271.5K (+$51.3K)
Filed 2026-11-04
Clayton Financial Group LLC
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$270.9K (+$7.2K)
Filed 2026-10-13
AlTi Global, Inc.
DECREASED
Shares1,381 from 1,519
Change-138 (-9%)
Value$270.3K (-$19.1K)
Filed 2026-11-09
Interchange Capital Partners, LLC
DECREASED
Shares1,378 from 1,379
Change-1 (0%)
Value$269.6K (+$7.0K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$269.4K (+$7.3K)
Filed 2026-10-13
Reap Financial Group, LLC
INCREASED
Shares1,374 from 1,373
Change+1 (+0%)
Value$268.9K (+$7.4K)
Filed 2026-11-02
Unify Financial Advisors
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$268.2K (+$7.2K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$268.2K (+$7.2K)
Filed 2026-10-07
SYM Financial Corp
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$265.8K (+$7.1K)
Filed 2026-10-26
Wedgewood Investors Inc
DECREASED
Shares1,356 from 1,396
Change-40 (-3%)
Value$265.4K (-$529)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$265.0K (+$7.1K)
Filed 2026-11-03
Covenant Asset Management, LLC
INCREASED
Shares1,353 from 1,342
Change+11 (+1%)
Value$264.9K (+$9.2K)
Filed 2026-10-14
Holos Integrated Wealth LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$251.6K (+$9.2K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
INCREASED
Shares1,352 from 1,304
Change+48 (+4%)
Value$264.7K (+$16.2K)
Filed 2026-10-19
Lighthouse Wealth Management Inc.
DECREASED
Shares1,347 from 1,352
Change-5 (0%)
Value$263.7K (+$6.1K)
Filed 2026-10-13
Wealth Effects LLC
INCREASED
Shares1,344 from 1,269
Change+75 (+6%)
Value$263.1K (+$21.3K)
Filed 2026-10-23
Ballast Financial Advisors LLC
INCREASED
Shares1,341 from 1,331
Change+10 (+1%)
Value$262.5K (+$8.9K)
Filed 2026-10-26
Barnes Wealth Management Group, Inc
INCREASED
Shares1,338 from 1,220
Change+118 (+10%)
Value$261.9K (+$29.5K)
Filed 2026-11-09
Lockerman Financial Group, Inc.
DECREASED
Shares1,333 from 1,384
Change-51 (-4%)
Value$260.9K (-$2.7K)
Filed 2026-10-19
Aspen Wealth Management LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$260.8K (+$7.1K)
Filed 2026-10-14
Davis Capital Management
DECREASED
Shares1,326 from 1,359
Change-33 (-2%)
Value$259.6K (+$648)
Filed 2026-10-08
Mcrae Capital Management Inc
DECREASED
Shares1,324 from 1,460
Change-136 (-9%)
Value$259.3K (-$18.8K)
Filed 2026-10-15
Fulton Bank, N.A.
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$259.2K (+$6.9K)
Filed 2026-10-14
Winthrop Capital Management, LLC
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$258.8K (+$6.8K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$258.8K (+$6.9K)
Filed 2026-10-22
LWM Advisors Inc
INCREASED
Shares1,320 from 1,319
Change+1 (+0%)
Value$258.3K (+$7.0K)
Filed 2026-10-08
Griffith & Werner, Inc.
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$258.0K (+$7.0K)
Filed 2026-11-04
Virtue Asset Management LLC
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$256.8K (+$6.9K)
Filed 2026-10-21
USA Financial Formulas
NEW
Shares1,308
Change+1,308
Value$256.0K
Filed 2026-10-16
Verus Wealth Management, LLC
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$256.0K (+$6.8K)
Filed 2026-10-13
Heffernan Advisory, Inc
NEW
Shares1,300
Change+1,300
Value$254.5K
Filed 2026-10-13
Pinkerton Wealth, LLC
NEW
Shares1,300
Change+1,300
Value$254.5K
Filed 2026-10-29
Baxter Bros Inc
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$254.1K (+$6.8K)
Filed 2026-11-04
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$253.3K (+$6.8K)
Filed 2026-10-27
Hamilton Capital, LLC
NEW
Shares1,293
Change+1,293
Value$253.2K
Filed 2026-10-08
Roman Butler Fullerton & Co
DECREASED
Shares1,291 from 5,194
Change-3,903 (-75%)
Value$240.2K (-$701.4K)
Filed 2026-10-27
Waldron Private Wealth LLC
DECREASED
Shares1,290 from 3,813
Change-2,523 (-66%)
Value$252.1K (-$473.9K)
Filed 2026-11-02
Royal Harbor Partners, LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$252.5K (+$6.7K)
Filed 2026-10-29
Virtue Capital Management, LLC
INCREASED
Shares1,287 from 1,177
Change+110 (+9%)
Value$251.9K (+$27.7K)
Filed 2026-10-29
Patten Group, Inc.
DECREASED
Shares1,285 from 1,578
Change-293 (-19%)
Value$251.6K (-$49.1K)
Filed 2026-10-26
Cornerstone Planning Group LLC
DECREASED
Shares1,278 from 1,494
Change-216 (-14%)
Value$254.1K (-$15.3K)
Filed 2026-10-16
Tenet Wealth Partners, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$249.6K (+$27.3K)
Filed 2026-10-19
Austin Asset Management Co Inc
NEW
Shares1,270
Change+1,270
Value$248.6K
Filed 2026-10-29
DWM Financial Group, Inc.
NEW
Shares1,269
Change+1,269
Value$248.5K
Filed 2026-10-28
Bluesphere Advisors LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$248.2K (+$6.6K)
Filed 2026-10-19
Core Wealth Advisors, LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$247.2K (+$6.6K)
Filed 2026-11-05
Natural Investments, LLC
INCREASED
Shares1,262 from 1,132
Change+130 (+11%)
Value$247.0K (+$32.0K)
Filed 2026-11-06
Argyle Capital Management, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$246.6K (+$6.6K)
Filed 2026-10-28
Schwartz Investment Counsel Inc
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$245.9K (+$6.6K)
Filed 2026-10-26
Greykasell Wealth Strategies, Inc.
INCREASED
Shares1,252 from 1,251
Change+1 (+0%)
Value$245.0K (+$6.6K)
Filed 2026-11-09
Peak Wealth Management LLC
DECREASED
Shares1,250 from 1,253
Change-3 (0%)
Value$231.8K (-$6.9K)
Filed 2026-10-26
StoneCrest Wealth Management, Inc.
DECREASED
Shares1,245 from 1,265
Change-20 (-2%)
Value$243.7K (+$2.7K)
Filed 2026-11-03
Hendershot Investments Inc.
DECREASED
Shares1,240 from 3,319
Change-2,079 (-63%)
Value$242.7K (-$389.6K)
Filed 2026-11-05
Carolina Wealth Management Inc
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$242.7K (+$6.5K)
Filed 2026-10-29
Triton Wealth Management, Pllc
DECREASED
Shares1,239 from 1,244
Change-5 (0%)
Value$218.8K (-$6.8K)
Filed 2026-11-04
Lotus Asset Management LLC
INCREASED
Shares1,238 from 1,156
Change+82 (+7%)
Value$242.4K (+$22.0K)
Filed 2026-10-14
First Pacific Financial
DECREASED
Shares1,238 from 1,269
Change-31 (-2%)
Value$242.3K (+$451)
Filed 2026-10-14
Quarry Hill Advisors, LLC
INCREASED
Shares1,238 from 1,237
Change+1 (+0%)
Value$242.4K (+$6.7K)
Filed 2026-11-04
Marino, Stram & Associates LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$241.2K (+$6.4K)
Filed 2026-10-22
Madrona Financial Services, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$241.2K (+$6.4K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$240.8K (+$6.4K)
Filed 2026-10-13
Pegasus Asset Management, Inc.
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$240.0K (+$6.4K)
Filed 2026-11-03
Aegis Wealth Management, Inc.
DECREASED
Shares1,224 from 1,285
Change-61 (-5%)
Value$239.6K (-$5.2K)
Filed 2026-10-26
PMG Family Office LLC
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$239.6K (+$6.4K)
Filed 2026-10-19
First Financial Group Corp
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$239.2K (+$6.4K)
Filed 2026-10-22
Point Nemo Capital, LLC
DECREASED
Shares1,218 from 26,177
Change-24,959 (-95%)
Value$238.4K (-$4.7M)
Filed 2026-11-03
ASL Financial, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$238.4K (+$6.4K)
Filed 2026-10-15
Charter Capital Management, Llc\de
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$238.4K (+$6.4K)
Filed 2026-10-28
Fermata Advisors, LLC
INCREASED
Shares1,216 from 1,215
Change+1 (+0%)
Value$238.0K (+$6.4K)
Filed 2026-10-13
River Street Advisors LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$237.6K (+$6.3K)
Filed 2026-10-22
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,209 from 1,207
Change+2 (+0%)
Value$236.6K (+$6.6K)
Filed 2026-11-05
Focus Wealth Advisors, LLC
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$235.7K (+$6.3K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$234.9K (+$6.3K)
Filed 2026-10-23
Nolet Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$234.9K (+$6.3K)
Filed 2026-10-15
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$234.9K (+$6.3K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$234.9K (+$6.3K)
Filed 2026-10-26
Centerpoint Advisory Group
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$234.9K (+$6.3K)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares1,199 from 1,217
Change-18 (-1%)
Value$234.6K (+$2.8K)
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$234.1K (+$6.3K)
Filed 2026-10-15
Marquette Asset Management, LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$234.1K (+$6.3K)
Filed 2026-10-09
Independent Wealth Advisors LLC
INCREASED
Shares1,188 from 1,187
Change+1 (+0%)
Value$232.6K (+$6.5K)
Filed 2026-10-27
Novem Group
INCREASED
Shares1,186 from 1,176
Change+10 (+1%)
Value$232.3K (+$8.0K)
Filed 2026-10-19
MW Advisory, LLC
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$230.8K (+$6.2K)
Filed 2026-10-19
Berkshire Money Management, Inc.
NEW
Shares1,176
Change+1,176
Value$230.2K
Filed 2026-10-21
GEM Asset Management, LLC
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$230.2K (+$6.2K)
Filed 2026-10-13
Brown Wealth Management, LLC
DECREASED
Shares1,166 from 1,180
Change-14 (-1%)
Value$228.2K (+$3.5K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$227.9K (+$6.1K)
Filed 2026-10-30
Mainstay Capital Management LLC
INCREASED
Shares1,158 from 1,154
Change+4 (+0%)
Value$226.7K (+$6.8K)
Filed 2026-11-09
Strategic Advisory Partners, LLC
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$226.7K (+$6.1K)
Filed 2026-11-06
Fortress Financial Solutions, LLC
NEW
Shares1,155
Change+1,155
Value$226.1K
Filed 2026-10-14
Gainplan LLC
INCREASED
Shares1,155 from 1,067
Change+88 (+8%)
Value$226.1K (+$22.8K)
Filed 2026-10-09
Verde Capital Management
DECREASED
Shares1,155 from 1,169
Change-14 (-1%)
Value$226.2K (+$3.4K)
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$225.9K (+$6.0K)
Filed 2026-10-02
Revolve Wealth Partners, LLC
DECREASED
Shares1,149 from 1,282
Change-133 (-10%)
Value$224.9K (-$19.4K)
Filed 2026-10-23
Wetzel Investment Advisors, Inc.
DECREASED
Shares1,143 from 1,203
Change-60 (-5%)
Value$223.7K (-$5.5K)
Filed 2026-10-13
Monetary Solutions, Ltd
DECREASED
Shares1,140 from 1,460
Change-320 (-22%)
Value$223.2K (-$55.0K)
Filed 2026-10-22
Zions Bancorporation, National Association
INCREASED
Shares1,133 from 42
Change+1,091 (+2598%)
Value$221.8K (+$213.8K)
Filed 2026-11-06
Coquina Private Wealth LLC
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$221.6K (+$5.9K)
Filed 2026-10-27
Boyd Wealth Management, LLC
NEW
Shares1,130
Change+1,130
Value$221.2K
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$220.4K (+$5.9K)
Filed 2026-11-03
Tannin Capital LLC
DECREASED
Shares1,121 from 1,621
Change-500 (-31%)
Value$219.4K (-$89.4K)
Filed 2026-11-05
Southern Capital Advisors, LLC
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$219.1K (+$6.0K)
Filed 2026-10-26
Symphony Financial Services, Inc.
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$218.9K (+$5.8K)
Filed 2026-11-09
Amarillo National Bank
DECREASED
Shares1,117 from 1,172
Change-55 (-5%)
Value$218.7K (-$4.6K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,116 from 5,894
Change-4,778 (-81%)
Value$218.5K (-$904.6K)
Filed 2026-10-14
MBA Advisors LLC
DECREASED
Shares1,112 from 1,202
Change-90 (-7%)
Value$217.7K (-$11.3K)
Filed 2026-10-29
Mallini Complete Financial Planning LLC
NEW
Shares1,109
Change+1,109
Value$217.1K
Filed 2026-10-06
Sage Mountain Advisors LLC
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$216.9K (+$5.8K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares1,106 from 1,003
Change+103 (+10%)
Value$216.5K (+$25.4K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$216.5K (+$5.8K)
Filed 2026-10-29
True Link Financial Advisors, LLC
NEW
Shares1,102
Change+1,102
Value$215.7K
Filed 2026-10-27
Elevated Financial Group LLC
DECREASED
Shares1,098 from 1,426
Change-328 (-23%)
Value$214.9K (-$56.7K)
Filed 2026-10-16
West Wealth Group, LLC
INCREASED
Shares1,097 from 1,095
Change+2 (+0%)
Value$214.7K (+$6.0K)
Filed 2026-10-14
Abacus Wealth Partners, LLC
NEW
Shares1,092
Change+1,092
Value$213.8K
Filed 2026-11-03
USAdvisors Wealth Management, LLC
INCREASED
Shares1,090 from 1,089
Change+1 (+0%)
Value$213 (-$206.8K)
Filed 2026-10-21
RKL Wealth Management LLC
DECREASED
Shares1,088 from 1,946
Change-858 (-44%)
Value$212.9K (-$157.7K)
Filed 2026-10-16
Kestra Investment Management, LLC
DECREASED
Shares1,087 from 2,321
Change-1,234 (-53%)
Value$212.8K (-$229.5K)
Filed 2026-11-04
Laurel Wealth Planning LLC
DECREASED
Shares1,087 from 1,090
Change-3 (0%)
Value$212.8K (+$5.1K)
Filed 2026-11-02
Lmcg Investments, LLC
DECREASED
Shares1,084 from 2,482
Change-1,398 (-56%)
Value$212.2K (-$260.7K)
Filed 2026-10-21
Liberty Atlantic Advisors LLC
DECREASED
Shares1,084 from 1,105
Change-21 (-2%)
Value$212.2K (+$1.7K)
Filed 2026-10-14
Vawter Financial, Ltd.
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$212.2K (+$5.7K)
Filed 2026-11-10
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$211.4K (+$5.6K)
Filed 2026-10-08
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$209.1K (+$5.6K)
Filed 2026-11-05
Argentarii, LLC
NEW
Shares1,066
Change+1,066
Value$208.6K
Filed 2026-10-28
Murphy Pohlad Asset Management LLC
NEW
Shares1,063
Change+1,063
Value$208.1K
Filed 2026-10-22
EQ LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$208.1K (+$5.7K)
Filed 2026-11-09
IFG Advisors, LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$207.9K (+$5.6K)
Filed 2026-10-15
Chiron Capital Management, LLC
DECREASED
Shares1,061 from 1,106
Change-45 (-4%)
Value$207.7K (-$3.0K)
Filed 2026-10-15
marrick wealth, LLC
DECREASED
Shares1,059 from 1,061
Change-2 (0%)
Value$207.3K (+$5.2K)
Filed 2026-10-20
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$207.1K (+$5.1K)
Filed 2026-10-30
Financial Security Advisor, Inc.
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$206.2K (+$5.6K)
Filed 2026-11-03
Entrewealth, LLC
NEW
Shares1,049
Change+1,049
Value$205.3K
Filed 2026-10-14
Jacobs & Co
NEW
Shares1,048
Change+1,048
Value$205
Filed 2026-10-09
Richard P Slaughter Associates Inc
NEW
Shares1,048
Change+1,048
Value$205.1K
Filed 2026-10-13
Carroll Advisory Group, LLC
NEW
Shares1,047
Change+1,047
Value$205.0K
Filed 2026-10-16
Thrive Wealth Management, LLC
NEW
Shares1,046
Change+1,046
Value$204.8K
Filed 2026-10-13
Hummer Financial Advisory Services Inc
NEW
Shares1,040
Change+1,040
Value$203.6K
Filed 2026-10-09
Peterson Wealth Services
INCREASED
Shares1,037 from 1,036
Change+1 (+0%)
Value$203.0K (+$5.6K)
Filed 2026-10-26
Johnson Wealth Management, LLC
NEW
Shares1,030
Change+1,030
Value$201.6K
Filed 2026-11-09
GSG Advisors LLC
NEW
Shares1,026
Change+1,026
Value$200.8K
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,016 from 1,414
Change-398 (-28%)
Value$198.9K (-$70.5K)
Filed 2026-10-16
Albion Financial Group
DECREASED
Shares1,015 from 1,601
Change-586 (-37%)
Value$198.7K (-$106.3K)
Filed 2026-10-21
Morse Asset Management, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$195.8K (+$5.2K)
Filed 2026-11-09
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares992 from 744
Change+248 (+33%)
Value$194.2K (+$52.4K)
Filed 2026-10-15
Bulwark Capital Corp
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$189.9K (+$5.1K)
Filed 2026-10-13
Align Financial, LLC
DECREASED
Shares956 from 1,404
Change-448 (-32%)
Value$187.1K (-$80.4K)
Filed 2026-10-16
Pacifica Partners Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$185.6K (+$17.5K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares930
Change+930
Value$182.0K
Filed 2026-10-29
Tounjian Advisory Partners, LLC
INCREASED
Shares894 from 693
Change+201 (+29%)
Value$175.1K (+$43.0K)
Filed 2026-11-04
DecisionPoint Financial, LLC
DECREASED
Shares850 from 1,000
Change-150 (-15%)
Value$168.1K (-$17.5K)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
NEW
Shares847
Change+847
Value$165.8K
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares847 from 846
Change+1 (+0%)
Value$165.7K (+$4.5K)
Filed 2026-10-01
First Premier Bank
DECREASED
Shares844 from 849
Change-5 (-1%)
Value$166 (+$4)
Filed 2026-10-13
Bochk Asset Management Ltd
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$158.6K (+$4.2K)
Filed 2026-10-29
Legacies Wealth LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$156.6K (+$4.2K)
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$156.6K (+$4.2K)
Filed 2026-10-28
Old Second National Bank of Aurora
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$156.6K (+$4.2K)
Filed 2026-10-22
RMG Wealth Management LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$139.2K (-$5.1K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares760 from 767
Change-7 (-1%)
Value$148.8K (+$2.7K)
Filed 2026-10-23
Entrust Financial LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$146.6K (+$3.9K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares746
Change+746
Value$146.0K
Filed 2026-10-27
Advanced Asset Management Advisors Inc
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$146.0K (+$3.9K)
Filed 2026-10-20
Navigoe, LLC
INCREASED
Shares735 from 435
Change+300 (+69%)
Value$143 (+$61)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
DECREASED
Shares731 from 788
Change-57 (-7%)
Value$214.5K (-$9.7K)
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares724 from 674
Change+50 (+7%)
Value$141.8K (+$13.4K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
DECREASED
Shares718 from 722
Change-4 (-1%)
Value$140.5K (+$3.0K)
Filed 2026-10-30
NBH Bank
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$139.2K (+$3.7K)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$138.6K (+$3.7K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$133.5K (+$3.6K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares675
Change+675
Value$132.1K
Filed 2026-10-27
Cardiff Park Advisors, LLC
INCREASED
Shares652 from 651
Change+1 (+0%)
Value$127.7K (+$3.6K)
Filed 2026-11-09
Knuff & Co LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$127.2K (+$3.4K)
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$126.8K (+$3.4K)
Filed 2026-10-13
Downshift Financial, LLC
INCREASED
Shares634 from 582
Change+52 (+9%)
Value$124.1K (+$13.2K)
Filed 2026-10-13
Kroeger Financial Partners
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$121.0K (+$3.2K)
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$119.4K (+$3.2K)
Filed 2026-10-01
Cypress Capital Management LLC (WY)
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$119.0K (+$3.2K)
Filed 2026-11-09
Trust Co of Toledo NA
INCREASED
Shares600 from 466
Change+134 (+29%)
Value$117.5K (+$28.7K)
Filed 2026-10-16
Key FInancial Inc
DECREASED
Shares571 from 901
Change-330 (-37%)
Value$111.8K (-$59.9K)
Filed 2026-11-02
Piedmont Capital Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$107.7K (+$2.9K)
Filed 2026-10-21
Luken Investment Analytics, LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$106.5K (+$2.8K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares540
Change+540
Value$105.7K
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$101.8K (+$2.7K)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares518
Change+518
Value$101.5K
Filed 2026-10-09
Vision Financial Markets LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$99.8K (+$6.3K)
Filed 2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares504 from 336
Change+168 (+50%)
Value$98.7K (+$52.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
INCREASED
Shares490 from 408
Change+82 (+20%)
Value$95.9K (+$18.2K)
Filed 2026-10-28
V-Square Quantitative Management LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$93.2K (+$2.5K)
Filed 2026-10-15
Eukles Asset Management
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$91.2K (+$2.4K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares450 from 451
Change-1 (0%)
Value$88.1K (+$2.2K)
Filed 2026-11-02
Walsh & Associates, LLC
DECREASED
Shares448 from 518
Change-70 (-14%)
Value$87.7K (-$11.0K)
Filed 2026-11-09
Valued Wealth Advisors LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$86.1K (+$2.3K)
Filed 2026-11-05
Natixis
DECREASED
Shares437 from 3,634
Change-3,197 (-88%)
Value$85.5K (-$606.8K)
Filed 2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$85.0K (+$2.3K)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$81.4K (+$2.2K)
Filed 2026-11-05
PMV Capital Advisers, LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$78.5K (+$2.1K)
Filed 2026-11-09
Key Capital Management, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$78.3K (+$2.1K)
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares396 from 841
Change-445 (-53%)
Value$77.5K (-$82.7K)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$77.3K (+$2.1K)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$77.2K (+$2.1K)
Filed 2026-10-23
Chapman Financial Group, LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$76.9K (+$2.1K)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares384
Change+384
Value$75.2K
Filed 2026-10-26
Hartford Financial Management Inc.
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$73.6K (+$2.0K)
Filed 2026-10-21
Rothwell Investment Advisors, LLC
NEW
Shares373
Change+373
Value$73.0K
Filed 2026-11-06
Transce3nd, LLC
DECREASED
Shares360 from 408
Change-48 (-12%)
Value$67.9K (-$7.9K)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$70.2K (+$1.9K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares354 from 320
Change+34 (+11%)
Value$69.3K (+$8.3K)
Filed 2026-11-03
Capital Investment Counsel, Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$68.5K (+$1.8K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$67.7K (+$1.8K)
Filed 2026-10-07
GGM Financial LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$64.8K (+$1.8K)
Filed 2026-11-05
BankChampaign, National Association
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$42.8K ($0)
Filed 2026-10-19
Silvant Capital Management LLC
NEW
Shares329
Change+329
Value$64.5K
Filed 2026-11-09
Essential Investment Partners LLC
DECREASED
Shares322 from 522
Change-200 (-38%)
Value$63.0K (-$36.4K)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares320 from 383
Change-63 (-16%)
Value$63 (-$72.9K)
Filed 2026-10-30
Godfrey Financial Associates, Inc.
INCREASED
Shares320 from 300
Change+20 (+7%)
Value$62.6K (+$1.7K)
Filed 2026-11-10
Chung Wu Investment Group, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$61.9K (+$1.7K)
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$61.5K (+$1.6K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$61.1K (+$1.6K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares299 from 16
Change+283 (+1769%)
Value$58.6K (+$55.5K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$57.9K (+$1.6K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
INCREASED
Shares286 from 230
Change+56 (+24%)
Value$56.0K (+$12.2K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$56.0K (+$1.5K)
Filed 2026-10-26
Steph & Co
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$55.2K (+$1.5K)
Filed 2026-10-07
West Branch Capital LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$53.6K (+$1.4K)
Filed 2026-10-20
Private Wealth Management Group, LLC
NEW
Shares266
Change+266
Value$52.1K
Filed 2026-10-19
Reyes Financial Architecture, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$51.3K (+$1.4K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$49.7K (+$1.3K)
Filed 2026-10-23
City State Bank
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$45.0K (+$1.2K)
Filed 2026-10-20
Smithfield Trust Co
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$43 (-$42.0K)
Filed 2026-11-09
Union Savings Bank
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$42.3K (+$1.1K)
Filed 2026-10-14
Tower View Wealth Management LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$40.9K (+$1.1K)
Filed 2026-10-23
James T. Borello RIA
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$39.9K (+$1.1K)
Filed 2026-10-16
Community Financial Services Group, LLC
DECREASED
Shares200 from 480
Change-280 (-58%)
Value$39.6K (-$49.5K)
Filed 2026-10-15
True Wealth Design, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$39.2K (+$1.0K)
Filed 2026-10-13
JTC Employer Solutions Trustee Ltd
DECREASED
Shares190 from 380
Change-190 (-50%)
Value$23 (-$24)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
DECREASED
Shares186 from 212
Change-26 (-12%)
Value$36.4K (-$4.0K)
Filed 2026-10-15
Blume Capital Management, Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$34.7K (+$965)
Filed 2026-10-26
Go Invest LLC
INCREASED
Shares152 from 150
Change+2 (+1%)
Value$29.7K (+$1.0K)
Filed 2026-10-09
United Financial Planning Group LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$29.1K (+$777)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$27.8K (+$743)
Filed 2026-10-19
Mosley Wealth Management
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$24.4K (-$171)
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
INCREASED
Shares125 from 123
Change+2 (+2%)
Value$24.5K (+$1.0K)
Filed 2026-10-30
Daytona Street Capital LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$24.0K (+$1.8K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
NEW
Shares118
Change+118
Value$23.1K
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$22.3K (+$596)
Filed 2026-10-15
Arvest Investments, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$21.9K (+$586)
Filed 2026-10-21
Carota Wealth Management
NEW
Shares110
Change+110
Value$21.5K
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$21.1K (+$565)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$20.8K (+$555)
Filed 2026-10-15
Lynch Investment Planning, LLC
NEW
Shares104
Change+104
Value$20.4K
Filed 2026-10-27
Arlington Trust Co LLC
DECREASED
Shares100 from 320
Change-220 (-69%)
Value$19.6K (-$41.4K)
Filed 2026-10-20
Berbice Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.6K (+$531)
Filed 2026-10-13
Sankala Group LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$17.3K (+$998)
Filed 2026-11-09
Ares Financial Consulting, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$16.9K (+$469)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$16.8K (+$450)
Filed 2026-11-04
WPG Advisers, LLC
DECREASED
Shares84 from 219
Change-135 (-62%)
Value$16.4K (-$25.3K)
Filed 2026-10-27
Philadelphia Investment Partners, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$16.4K (+$356)
Filed 2026-11-09
Gleason Group, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$14.1K (+$394)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
NEW
Shares68
Change+68
Value$13.3K
Filed 2026-10-07
Networth Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$13.3K (+$371)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$12.9K (+$345)
Filed 2026-10-29
Friedenthal Financial
DECREASED
Shares64 from 953
Change-889 (-93%)
Value$12.5K (-$169.0K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$12.5K (+$335)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
DECREASED
Shares57 from 5,880
Change-5,823 (-99%)
Value$11.2K (-$1.1M)
Filed 2026-10-26
Daiwa Securities Group Inc.
INCREASED
Shares47 from 43
Change+4 (+9%)
Value$9.2K (+$1.0K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$8.6K (+$230)
Filed 2026-10-16
Sfam, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$7.8K (+$209)
Filed 2026-11-03
Ulland Investment Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7 (+$1)
Filed 2026-10-13
American Capital Advisory, LLC
DECREASED
Shares27 from 28
Change-1 (-4%)
Value$5.3K (-$49)
Filed 2026-10-28
Burkett Financial Services, LLC
NEW
Shares24
Change+24
Value$4.7K
Filed 2026-10-01
Polaris Financial Partners
NEW
Shares24
Change+24
Value$5
Filed 2026-10-02
Central Pacific Bank - Trust Division
DECREASED
Shares24 from 26
Change-2 (-8%)
Value$4.7K (-$255)
Filed 2026-10-06
GoalVest Advisory LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$4.7K (+$126)
Filed 2026-10-02
Rydar Equities, Inc.
NEW
Shares22
Change+22
Value$4.4K
Filed 2026-10-13
Gilpin Wealth Management, LLC
DECREASED
Shares20 from 126
Change-106 (-84%)
Value$3.9K (-$20.1K)
Filed 2026-10-09
Hickory Point Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.9K (+$105)
Filed 2026-10-01
Center for Financial Planning, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.5K (+$93)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.1K (+$83)
Filed 2026-10-08
IAG Wealth Partners, LLC
NEW
Shares10
Change+10
Value$2.0K
Filed 2026-11-06
Foresight Capital Management Advisors, Inc.
NEW
Shares10
Change+10
Value$2.0K
Filed 2026-10-27
Richardson Financial Services Inc.
DECREASED
Shares10 from 14
Change-4 (-29%)
Value$2.0K (-$709)
Filed 2026-10-30
Kings Path Partners LLC
NEW
Shares9
Change+9
Value$1.8K
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 143,005
Change-143,005 (-100%)
Value$0 (-$27.2M)
Filed 2026-11-05
Clark Financial Services Group Inc
CLOSED
Shares0 from 24,919
Change-24,919 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-19
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 22,700
Change-22,700 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-26
Imc-Chicago, LLC
CLOSED
Shares0 from 20,937
Change-20,937 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-05
Doliver Advisors, LP
CLOSED
Shares0 from 12,972
Change-12,972 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-01
Moody Lynn Lieberson & Walker, LLC
CLOSED
Shares0 from 11,917
Change-11,917 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Sunesis Advisors, LLC
CLOSED
Shares0 from 9,284
Change-9,284 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
Cabana LLC
CLOSED
Shares0 from 8,846
Change-8,846 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Stapp Wealth Management, Pllc
CLOSED
Shares0 from 8,725
Change-8,725 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-15
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 8,207
Change-8,207 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-06
Axim Planning & Wealth
CLOSED
Shares0 from 6,016
Change-6,016 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Wellington Shields & Co., LLC
CLOSED
Shares0 from 6,014
Change-6,014 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Cullen Capital Management, LLC
CLOSED
Shares0 from 5,179
Change-5,179 (-100%)
Value$0 (-$986.7K)
Filed 2026-11-10
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,252
Change-4,252 (-100%)
Value$0 (-$810.0K)
Filed 2026-10-27
Kelleher Financial Advisors
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$762.1K)
Filed 2026-10-30
Wakefield Asset Management Lllp
CLOSED
Shares0 from 3,652
Change-3,652 (-100%)
Value$0 (-$695.8K)
Filed 2026-11-05
Semitam Bonam LLC
CLOSED
Shares0 from 3,350
Change-3,350 (-100%)
Value$0 (-$638.2K)
Filed 2026-10-27
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 3,021
Change-3,021 (-100%)
Value$0 (-$575.6K)
Filed 2026-10-21
Verity Asset Management, Inc.
CLOSED
Shares0 from 2,614
Change-2,614 (-100%)
Value$0 (-$497.9K)
Filed 2026-10-30
Impact Investors, Inc
CLOSED
Shares0 from 2,246
Change-2,246 (-100%)
Value$0 (-$427.9K)
Filed 2026-11-02
Provident Wealth Management, LLC
CLOSED
Shares0 from 2,231
Change-2,231 (-100%)
Value$0 (-$425.1K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 1,724
Change-1,724 (-100%)
Value$0 (-$328.5K)
Filed 2026-10-28
Mizuho Markets Americas LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$304.8K)
Filed 2026-11-09
Parcion Private Wealth LLC
CLOSED
Shares0 from 1,492
Change-1,492 (-100%)
Value$0 (-$284.3K)
Filed 2026-10-28
Cpwa, LLC
CLOSED
Shares0 from 1,380
Change-1,380 (-100%)
Value$0 (-$262.9K)
Filed 2026-11-04
GLR Partners, LLC
CLOSED
Shares0 from 1,325
Change-1,325 (-100%)
Value$0 (-$252.4K)
Filed 2026-11-04
Grandfield & Dodd, LLC
CLOSED
Shares0 from 1,310
Change-1,310 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-29
Strategic Financial Services, Inc.
CLOSED
Shares0 from 1,267
Change-1,267 (-100%)
Value$0 (-$241.4K)
Filed 2026-11-10
Marietta Wealth Management, LLC
CLOSED
Shares0 from 1,246
Change-1,246 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-22
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 1,223
Change-1,223 (-100%)
Value$0 (-$233.1K)
Filed 2026-11-02
PPS&V Asset Management Consultants, Inc.
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-06
Warburton Capital Management, LLC
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$212.0K)
Filed 2026-11-06
Auour Investments LLC
CLOSED
Shares0 from 1,104
Change-1,104 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-28
Allen Capital Group, LLC
CLOSED
Shares0 from 1,092
Change-1,092 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-27
Woodley Farra Manion Portfolio Management Inc
CLOSED
Shares0 from 1,063
Change-1,063 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-05
Foster Group, Inc.
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$158.3K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$135.9K)
Filed 2026-10-13
FNY Investment Advisers, LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$68)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$64.0K)
Filed 2026-10-23
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$49.5K)
Filed 2026-11-03
Park Place Capital Corp
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$33.9K)
Filed 2026-11-09
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$29)
Filed 2026-11-05
Blueline Advisors LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-05
Addison Advisors LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$572)
Filed 2026-11-06
Raleigh Capital Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$86)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.4M (+$584.4K)
Filed 2026-10-29
Wells Fargo & Company
N/A
Shares— from 24,424,085
Change-24,424,085 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,775,787
Change-22,775,787 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,733,219
Change-19,733,219 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,703,573
Change-12,703,573 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,901,128
Change-11,901,128 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,915,182
Change-10,915,182 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,775,181
Change-9,775,181 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,144,511
Change-9,144,511 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,664,198
Change-8,664,198 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,528,109
Change-8,528,109 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 6,026,894
Change-6,026,894 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,854,782
Change-5,854,782 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,799,566
Change-4,799,566 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,881,651
Change-3,881,651 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,700,027
Change-3,700,027 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,221,242
Change-3,221,242 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 2,437,529
Change-2,437,529 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,911,305
Change-1,911,305 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,842,269
Change-1,842,269 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,826,572
Change-1,826,572 (-100%)
Value—
University of Chicago
N/A
Shares— from 1,780,292
Change-1,780,292 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,697,667
Change-1,697,667 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,523,838
Change-1,523,838 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,381,036
Change-1,381,036 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,340,320
Change-1,340,320 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,269,940
Change-1,269,940 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,268,200
Change-1,268,200 (-100%)
Value—
SRB Corp
N/A
Shares— from 1,200,431
Change-1,200,431 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,198,241
Change-1,198,241 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,056,875
Change-1,056,875 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,032,338
Change-1,032,338 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 997,926
Change-997,926 (-100%)
Value—
Main Management LLC
N/A
Shares— from 996,372
Change-996,372 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 930,104
Change-930,104 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 926,406
Change-926,406 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 925,838
Change-925,838 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 872,725
Change-872,725 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 858,160
Change-858,160 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 851,762
Change-851,762 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 850,475
Change-850,475 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 779,939
Change-779,939 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 715,360
Change-715,360 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 682,647
Change-682,647 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 560,690
Change-560,690 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 550,192
Change-550,192 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 545,880
Change-545,880 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 518,295
Change-518,295 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 475,501
Change-475,501 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 466,772
Change-466,772 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 459,812
Change-459,812 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 446,333
Change-446,333 (-100%)
Value—
&partners
N/A
Shares— from 437,082
Change-437,082 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 430,452
Change-430,452 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 416,179
Change-416,179 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 397,277
Change-397,277 (-100%)
Value—
Commerce Bank
N/A
Shares— from 386,719
Change-386,719 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 368,524
Change-368,524 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 355,723
Change-355,723 (-100%)
Value—
Prudential PLC
N/A
Shares— from 354,873
Change-354,873 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 345,506
Change-345,506 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 342,992
Change-342,992 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 339,567
Change-339,567 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 339,185
Change-339,185 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 325,758
Change-325,758 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 311,827
Change-311,827 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 305,785
Change-305,785 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 302,373
Change-302,373 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 301,408
Change-301,408 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 295,627
Change-295,627 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 288,666
Change-288,666 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 285,824
Change-285,824 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 273,670
Change-273,670 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 271,106
Change-271,106 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 269,493
Change-269,493 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 261,425
Change-261,425 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 253,075
Change-253,075 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 246,306
Change-246,306 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 239,580
Change-239,580 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 237,362
Change-237,362 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 232,661
Change-232,661 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 232,187
Change-232,187 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 231,176
Change-231,176 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 226,331
Change-226,331 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 224,935
Change-224,935 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 223,877
Change-223,877 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 223,519
Change-223,519 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 222,500
Change-222,500 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 219,763
Change-219,763 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 219,506
Change-219,506 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 214,786
Change-214,786 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 206,556
Change-206,556 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 203,947
Change-203,947 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 203,646
Change-203,646 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 197,097
Change-197,097 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 194,031
Change-194,031 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 193,506
Change-193,506 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 191,335
Change-191,335 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 188,273
Change-188,273 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 186,867
Change-186,867 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 185,491
Change-185,491 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 184,805
Change-184,805 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 184,042
Change-184,042 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 173,560
Change-173,560 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 172,816
Change-172,816 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 163,592
Change-163,592 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 162,604
Change-162,604 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 160,873
Change-160,873 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 158,661
Change-158,661 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 158,579
Change-158,579 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 156,469
Change-156,469 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 153,058
Change-153,058 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 150,184
Change-150,184 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 145,442
Change-145,442 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 143,833
Change-143,833 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 142,379
Change-142,379 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 142,236
Change-142,236 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 137,638
Change-137,638 (-100%)
Value—
Blair William & Co
N/A
Shares— from 137,534
Change-137,534 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 137,315
Change-137,315 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 135,446
Change-135,446 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 132,843
Change-132,843 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 132,688
Change-132,688 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 131,345
Change-131,345 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 129,019
Change-129,019 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 128,398
Change-128,398 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 125,685
Change-125,685 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 125,235
Change-125,235 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 124,900
Change-124,900 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 122,656
Change-122,656 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 120,901
Change-120,901 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 120,843
Change-120,843 (-100%)
Value—
Simmons Bank
N/A
Shares— from 114,053
Change-114,053 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 112,640
Change-112,640 (-100%)
Value—
FIL Ltd
N/A
Shares— from 112,186
Change-112,186 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 111,928
Change-111,928 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 111,585
Change-111,585 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 107,548
Change-107,548 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 107,517
Change-107,517 (-100%)
Value—
Allianz SE
N/A
Shares— from 107,309
Change-107,309 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 106,849
Change-106,849 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 105,637
Change-105,637 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 104,851
Change-104,851 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 104,744
Change-104,744 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 102,121
Change-102,121 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 101,166
Change-101,166 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 101,029
Change-101,029 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 99,907
Change-99,907 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 99,509
Change-99,509 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 96,729
Change-96,729 (-100%)
Value—
Stephens Inc
N/A
Shares— from 93,108
Change-93,108 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 89,670
Change-89,670 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 89,503
Change-89,503 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 89,224
Change-89,224 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 89,197
Change-89,197 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 89,059
Change-89,059 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 86,525
Change-86,525 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 84,635
Change-84,635 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 84,308
Change-84,308 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 83,436
Change-83,436 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 83,174
Change-83,174 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 80,829
Change-80,829 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 80,770
Change-80,770 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 80,272
Change-80,272 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 79,351
Change-79,351 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 79,000
Change-79,000 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 78,796
Change-78,796 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 77,634
Change-77,634 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 75,448
Change-75,448 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 75,349
Change-75,349 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 75,236
Change-75,236 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 74,330
Change-74,330 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 73,153
Change-73,153 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 70,374
Change-70,374 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 70,121
Change-70,121 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 68,929
Change-68,929 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 67,618
Change-67,618 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 67,380
Change-67,380 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 66,094
Change-66,094 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 64,967
Change-64,967 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 64,884
Change-64,884 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 64,275
Change-64,275 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 63,080
Change-63,080 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 62,658
Change-62,658 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 61,128
Change-61,128 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 60,760
Change-60,760 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 60,531
Change-60,531 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 59,804
Change-59,804 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 59,311
Change-59,311 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 59,069
Change-59,069 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 57,869
Change-57,869 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 57,814
Change-57,814 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 56,686
Change-56,686 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 56,610
Change-56,610 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 55,810
Change-55,810 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 54,670
Change-54,670 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 53,041
Change-53,041 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 52,413
Change-52,413 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 51,191
Change-51,191 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 51,031
Change-51,031 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 50,798
Change-50,798 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 50,760
Change-50,760 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 50,306
Change-50,306 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 50,290
Change-50,290 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 49,672
Change-49,672 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 49,063
Change-49,063 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 48,058
Change-48,058 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 47,640
Change-47,640 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 47,110
Change-47,110 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 46,870
Change-46,870 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 45,230
Change-45,230 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 44,474
Change-44,474 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 43,670
Change-43,670 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 43,444
Change-43,444 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 43,440
Change-43,440 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 43,367
Change-43,367 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 43,187
Change-43,187 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 42,920
Change-42,920 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 42,910
Change-42,910 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 42,431
Change-42,431 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 41,329
Change-41,329 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 41,302
Change-41,302 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 41,238
Change-41,238 (-100%)
Value—
Bank of Marin
N/A
Shares— from 41,140
Change-41,140 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 40,970
Change-40,970 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,943
Change-40,943 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 40,615
Change-40,615 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 40,254
Change-40,254 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 39,380
Change-39,380 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 39,300
Change-39,300 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 39,063
Change-39,063 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 38,758
Change-38,758 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 38,315
Change-38,315 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 38,056
Change-38,056 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 37,901
Change-37,901 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 37,363
Change-37,363 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 37,113
Change-37,113 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 37,094
Change-37,094 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 36,461
Change-36,461 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 36,102
Change-36,102 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 35,790
Change-35,790 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 35,542
Change-35,542 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 35,059
Change-35,059 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 35,053
Change-35,053 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 35,035
Change-35,035 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 34,732
Change-34,732 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 34,528
Change-34,528 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 34,226
Change-34,226 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 33,855
Change-33,855 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 33,680
Change-33,680 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 33,415
Change-33,415 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 32,644
Change-32,644 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 32,584
Change-32,584 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 32,463
Change-32,463 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 32,137
Change-32,137 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 32,033
Change-32,033 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 31,864
Change-31,864 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 31,824
Change-31,824 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 31,547
Change-31,547 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 30,630
Change-30,630 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 29,200
Change-29,200 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 28,714
Change-28,714 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 28,460
Change-28,460 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 28,318
Change-28,318 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 28,112
Change-28,112 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 28,016
Change-28,016 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 27,873
Change-27,873 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 27,225
Change-27,225 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 27,056
Change-27,056 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 26,956
Change-26,956 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 26,679
Change-26,679 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 26,581
Change-26,581 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 26,438
Change-26,438 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 26,194
Change-26,194 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,173
Change-26,173 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 26,143
Change-26,143 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 25,894
Change-25,894 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 25,872
Change-25,872 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 25,565
Change-25,565 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25,322
Change-25,322 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 24,936
Change-24,936 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 24,619
Change-24,619 (-100%)
Value—
Ames National Corp
N/A
Shares— from 24,513
Change-24,513 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 23,757
Change-23,757 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 23,655
Change-23,655 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 23,460
Change-23,460 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,437
Change-23,437 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 23,178
Change-23,178 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 23,157
Change-23,157 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 23,035
Change-23,035 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 22,585
Change-22,585 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 22,229
Change-22,229 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 22,159
Change-22,159 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 21,919
Change-21,919 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,775
Change-21,775 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 21,716
Change-21,716 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 21,694
Change-21,694 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 21,616
Change-21,616 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 21,571
Change-21,571 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,363
Change-21,363 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 21,189
Change-21,189 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,038
Change-21,038 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 20,283
Change-20,283 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 19,716
Change-19,716 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 19,674
Change-19,674 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 19,398
Change-19,398 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,142
Change-19,142 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 19,107
Change-19,107 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18,954
Change-18,954 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 18,445
Change-18,445 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 18,061
Change-18,061 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 17,938
Change-17,938 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,662
Change-17,662 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 17,625
Change-17,625 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 17,581
Change-17,581 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 17,396
Change-17,396 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 17,311
Change-17,311 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,149
Change-17,149 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 17,096
Change-17,096 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 17,028
Change-17,028 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 16,742
Change-16,742 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 16,664
Change-16,664 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 16,545
Change-16,545 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 16,484
Change-16,484 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 16,354
Change-16,354 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 16,321
Change-16,321 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 16,215
Change-16,215 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 15,838
Change-15,838 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 15,589
Change-15,589 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 15,287
Change-15,287 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,178
Change-15,178 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 15,168
Change-15,168 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 14,718
Change-14,718 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 14,713
Change-14,713 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 14,626
Change-14,626 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 14,418
Change-14,418 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 14,376
Change-14,376 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,131
Change-14,131 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 14,084
Change-14,084 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 14,070
Change-14,070 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 14,056
Change-14,056 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 14,055
Change-14,055 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,886
Change-13,886 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 13,679
Change-13,679 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,587
Change-13,587 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 13,468
Change-13,468 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 13,123
Change-13,123 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 13,061
Change-13,061 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 12,968
Change-12,968 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 12,967
Change-12,967 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 12,933
Change-12,933 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,860
Change-12,860 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 12,769
Change-12,769 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 12,654
Change-12,654 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,586
Change-12,586 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 12,420
Change-12,420 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 12,237
Change-12,237 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,197
Change-12,197 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 11,790
Change-11,790 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,546
Change-11,546 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
Invst, LLC
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 10,925
Change-10,925 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,747
Change-10,747 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 10,617
Change-10,617 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 10,203
Change-10,203 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,260
Change-9,260 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 9,003
Change-9,003 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 8,848
Change-8,848 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 8,538
Change-8,538 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,298
Change-8,298 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 8,244
Change-8,244 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 7,475
Change-7,475 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,186
Change-7,186 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 7,117
Change-7,117 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,068
Change-7,068 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 6,809
Change-6,809 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 6,733
Change-6,733 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,484
Change-6,484 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
American Trust
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
United Bank
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 890
Change-890 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 810
Change-810 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 764
Change-764 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 686
Change-686 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 666
Change-666 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 634
Change-634 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 508
Change-508 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 459
Change-459 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 245
Change-245 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 222
Change-222 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 204
Change-204 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 200
Change-200 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 198
Change-198 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 120
Change-120 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 95
Change-95 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 64
Change-64 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 60
Change-60 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
DECREASED15,640,89515,806,183-165,288-1%$3.0B$3.1B+$50.3M2026-11-06
Truist Financial Corp
DECREASED4,752,4974,907,844-155,347-3%$935.0M$930.3M-$4.7M2026-10-30
Migdal Insurance & Financial Holdings Ltd.
DECREASED3,665,2775,647,173-1,981,896-35%$1.1B$717.5M-$358.4M2026-11-09
WestEnd Advisors, LLC
DECREASED3,346,9053,360,440-13,5350%$640.2M$655.2M+$14.9M2026-10-27
US Bancorp \de\
DECREASED2,655,9872,682,109-26,122-1%$511.0M$519.9M+$8.9M2026-11-05
AGF Management LTD
INCREASED2,340,5422,141,700+198,842+9%$408.0M$458.2M+$50.1M2026-11-03
PNC Financial Services Group, Inc.
INCREASED1,590,9251,580,320+10,605+1%$301.1M$311.4M+$10.3M2026-11-06
HighTower Advisors, LLC
INCREASED1,590,7711,560,039+30,732+2%$297.2M$311.4M+$14.2M2026-11-10
Commonwealth Equity Services, LLC
DECREASED1,546,9721,611,687-64,715-4%$307.1M$302.8M-$4.2M2026-11-02
J.Safra Asset Management Corp
INCREASED1,545,0351,387,848+157,187+11%$264.4M$302.4M+$38.0M2026-11-03
KCM Investment Advisors LLC
INCREASED1,358,0791,355,853+2,226+0%$258.3M$265.8M+$7.5M2026-10-27
Citigroup Inc
DECREASED1,286,3241,326,949-40,625-3%$252.8M$251.8M-$1.0M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,283,5701,397,341-113,771-8%$266.2M$251.2K-$265.9M2026-11-02
Barclays PLC
DECREASED1,206,3581,566,942-360,584-23%$298.5M$236.1M-$62.4M2026-11-06
Bank of Montreal
DECREASED1,184,0591,213,135-29,076-2%$231.1M$231.8M+$652.9K2026-11-09
Fifth Third Bancorp
DECREASED1,103,8681,117,925-14,057-1%$213.0M$216.1M+$3.1M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED975,2051,113,441-138,236-12%$212.1M$190.9K-$211.9M2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED954,081925,282+28,799+3%$176.3M$186.8M+$10.5M2026-10-29
Factory Mutual Insurance Co
NEW937,000—+937,000——$183.4M—2026-10-30
Capital Investment Advisors, LLC
DECREASED936,759988,787-52,028-5%$188.4M$183.4M-$5.0M2026-10-22
BAR Harbor Wealth Management
DECREASED926,311929,180-2,8690%$177.0M$181.3M+$4.3M2026-10-21
71 West Capital Partners
INCREASED916,269895,570+20,699+2%$170.6M$179.4M+$8.7M2026-11-04
Conservest Capital Advisors, Inc.
DECREASED850,227872,595-22,368-3%$166.2M$166.4M+$185.2K2026-11-09
Kestra Advisory Services, LLC
INCREASED752,386703,129+49,257+7%$134.0M$147.3M+$13.3M2026-11-02
Phoenix Financial Ltd.
DECREASED751,393988,272-236,879-24%$188.3M$147.1M-$41.2M2026-11-09
Assetmark, Inc
INCREASED704,614689,659+14,955+2%$131.4M$137.9M+$6.5M2026-10-21
Trek Financial, LLC
INCREASED686,325655,384+30,941+5%$124.9M$134.3M+$9.5M2026-10-29
Gerber Kawasaki Wealth & Investment Management
INCREASED675,043658,332+16,711+3%$125.4M$132.1M+$6.7M2026-10-29
Creative Planning
INCREASED612,897583,125+29,772+5%$111.1M$120.0M+$8.9M2026-11-02
Savant Capital, LLC
INCREASED607,882194,464+413,418+213%$34.5M$119.0M+$84.5M2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED604,085636,291-32,206-5%$121.2M$118.2M-$3.0M2026-11-03
CoreCap Advisors, LLC
DECREASED582,566613,988-31,422-5%$117.0M$114.0M-$2.9M2026-10-08
Evolution Wealth Advisors, LLC
INCREASED544,637517,308+27,329+5%$98.6M$106.6M+$8.1M2026-11-03
TD Waterhouse Canada Inc.
INCREASED541,544519,530+22,014+4%$96.2M$106.9M+$10.7M2026-10-16
Krilogy Financial LLC
INCREASED538,484501,055+37,429+7%$95.5M$105.7M+$10.3M2026-10-13
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED514,600514,60000%$98.0M$100.7M+$2.7M2026-10-29
IMZ Advisory Inc
INCREASED511,698491,428+20,270+4%$93.6M$100.2M+$6.5M2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED476,525550,019-73,494-13%$104.8M$93.3M-$11.5M2026-11-03
Concurrent Investment Advisors, LLC
DECREASED472,165479,793-7,628-2%$91.4M$92.4M+$1.0M2026-10-16
FMR LLC
INCREASED462,925458,324+4,601+1%$87.3M$90.6M+$3.3M2026-11-10
AlphaStar Capital Management, LLC
INCREASED446,478427,342+19,136+4%$81.4M$87.4M+$6.0M2026-10-16
AlphaCore Capital LLC
INCREASED443,406181,242+262,164+145%$34.5M$86.8M+$52.3M2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED433,849523,647-89,798-17%$99.8M$84.9M-$14.8M2026-10-08
Wharton Business Group, LLC
DECREASED431,465450,797-19,332-4%$85.9M$84.5M-$1.4M2026-11-09
HighPoint Advisor Group LLC
DECREASED421,926468,127-46,201-10%$89.2M$82.6M-$6.6M2026-11-09
Salomon & Ludwin, LLC
INCREASED417,242404,790+12,452+3%$75.3M$81.7M+$6.4M2026-10-29
Marks Wealth, LLC
INCREASED416,0392,802+413,237+14748%$533.8K$81.4M+$80.9M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED413,361365,638+47,723+13%$67.3M$80.8M+$13.5M2026-10-13
Diversify Advisory Services, LLC
INCREASED403,36066,339+337,021+508%$11.6M$76.3M+$64.7M2026-10-20
Diversify Wealth Management, LLC
INCREASED403,36066,339+337,021+508%$11.6M$76.3M+$64.7M2026-10-20
Asset Advisors Investment Management, LLC
INCREASED395,779350,776+45,003+13%$66.8M$77.5M+$10.6M2026-10-19
Lighthouse Financial Services Inc
DECREASED374,086381,176-7,090-2%$70.8M$73.2M+$2.5M2026-11-02
Meitav Investment House LTD
INCREASED373,960354,121+19,839+6%$67.5M$73.1M+$5.7M2026-10-28
Oppenheimer Asset Management Inc.
INCREASED362,614353,552+9,062+3%$67.4M$71.0M+$3.6M2026-10-27
Ayalon Insurance Comp Ltd.
INCREASED361,745342,177+19,568+6%$65.2K$70.8K+$5.6K2026-10-08
Bellwether Advisors, LLC
DECREASED359,601376,090-16,489-4%$71.7M$70.4M-$1.3M2026-11-09
Carnegie Investment Counsel
DECREASED344,554344,853-2990%$65.7M$67.4M+$1.7M2026-10-20
Lido Advisors, LLC
INCREASED323,595300,648+22,947+8%$57.3M$63.3M+$6.1M2026-11-04
Park Avenue Securities LLC
DECREASED319,744327,896-8,152-2%$62.5M$62.6K-$62.4M2026-10-26
Kwmg, LLC
INCREASED308,224303,343+4,881+2%$57.8M$60.3M+$2.5M2026-10-07
Thrivent Financial for Lutherans
DECREASED296,452419,785-123,333-29%$80.0M$58.1K-$80.0M2026-11-05
Old National Bancorp
DECREASED289,192304,184-14,992-5%$58.0M$56.6M-$1.3M2026-10-20
Founders Financial Securities LLC
INCREASED278,734235,900+42,834+18%$44.9M$54.6M+$9.6M2026-10-28
Davenport & Co LLC
INCREASED277,918276,107+1,811+1%$52.6M$54.4M+$1.8M2026-10-14
Petredis Investment Advisors LLC
DECREASED276,953277,210-2570%$52.8M$54.2M+$1.4M2026-10-20
Citizens Financial Group Inc
DECREASED272,757274,476-1,719-1%$52.3M$53.4M+$1.1M2026-10-23
WBH Advisory Inc
DECREASED269,062285,011-15,949-6%$54.3M$52.7M-$1.6M2026-11-05
NWF Advisory Services Inc.
DECREASED265,929267,452-1,523-1%$51.0M$52.1M+$1.1M2026-10-19
Chemung Canal Trust Co
DECREASED264,696267,800-3,104-1%$51.0M$51.8M+$793.0K2026-11-04
Banco Santander, S.A.
INCREASED261,495178,699+82,796+46%$34.0M$51.2M+$17.1M2026-11-10
Independent Financial Group, LLC
INCREASED259,672259,558+114+0%$49.5M$50.8M+$1.4M2026-10-13
Essex LLC
INCREASED258,299257,932+367+0%$49.1M$50.6M+$1.4M2026-10-14
Horizon Wealth Management, LLC
INCREASED252,039250,751+1,288+1%$47.8M$49.3M+$1.6M2026-11-02
First Interstate Bank
INCREASED250,871248,803+2,068+1%$47.4M$49.1M+$1.7M2026-10-23
J.W. Cole Advisors, Inc.
INCREASED250,333247,691+2,642+1%$47.2M$49.0M+$1.8M2026-11-05
Nelson Capital Management, LLC
INCREASED248,995200,639+48,356+24%$38.2M$48.7M+$10.5M2026-11-09
Exchange Traded Concepts, LLC
INCREASED245,450238,902+6,548+3%$45.5M$48.0M+$2.5M2026-10-28
Yarbrough Capital, LLC
UNCHANGED244,080244,08000%$46.5M$47.8M+$1.3M2026-10-19
ARS Wealth Advisors Group, LLC
DECREASED233,998235,568-1,570-1%$44.9M$45.8M+$924.8K2026-10-16
Atria Investments, Inc
INCREASED232,603231,978+625+0%$44.2M$45.5M+$1.3M2026-10-15
Strategic Point Investment Advisors, LLC
DECREASED232,537233,868-1,331-1%$44.6M$45.5M+$962.6K2026-10-29
Intrua Financial, LLC
DECREASED228,261256,928-28,667-11%$48.9M$44.7M-$4.3M2026-10-28
Bailard, Inc.
DECREASED226,549231,511-4,962-2%$44.1M$44.3M+$239.5K2026-10-13
First Horizon Corp
DECREASED226,030227,693-1,663-1%$43.4M$44.2M+$865.3K2026-10-26
Wealthfront Advisers LLC
DECREASED219,721222,792-3,071-1%$42.4M$43.0M+$564.1K2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED216,963202,782+14,181+7%$38.6M$42.5M+$3.8M2026-11-05
Agur Provident & Training Funds Management LTD
INCREASED209,100101,900+107,200+105%$1.8M$409.3K-$1.4M2026-11-02
Rezny Wealth Management, Inc.
INCREASED204,530196,690+7,840+4%$37.5M$40.0M+$2.6M2026-10-15
Victory Financial Group, LLC
INCREASED203,267203,068+199+0%$38.7M$39.8M+$1.1M2026-10-27
Oakworth Capital, Inc.
DECREASED202,793204,424-1,631-1%$38.6M$39.7M+$1.1M2026-10-26
Farther Finance Advisors, LLC
DECREASED201,570204,500-2,930-1%$38.9M$39.5M+$540.7K2026-10-08
Biltmore Wealth Management, LLC
DECREASED199,868208,740-8,872-4%$39.8M$39.1M-$644.9K2026-10-09
Foguth Wealth Management, Llc.
INCREASED194,066166,200+27,866+17%$29.2M$35.6M+$6.4M2026-10-19
Joel Isaacson & Co., LLC
DECREASED193,440194,523-1,083-1%$37.1M$37.9M+$805.3K2026-11-05
Encompass More Asset Management
INCREASED193,369110,262+83,107+75%$21.0M$37.9M+$16.8M2026-10-16
Gratus Wealth Advisors, LLC
DECREASED192,390197,532-5,142-3%$37.6M$37.7M+$26.6K2026-10-26
RFG Advisory, LLC
INCREASED191,321185,272+6,049+3%$35.3M$37.5M+$2.2M2026-11-03
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED187,346187,34600%$35.7M$36.7M+$979.8K2026-11-09
Trilogy Capital Inc.
DECREASED183,596292,342-108,746-37%$55.7M$35.9M-$19.8M2026-10-20
Roble, Belko & Company, Inc
DECREASED181,180181,464-2840%$34.6M$35.5K-$34.5M2026-11-09
Apollon Financial, LLC
DECREASED178,146187,348-9,202-5%$35.7M$34.9M-$821.3K2026-10-23
Orange Investment Advisors, Inc.
DECREASED176,670183,366-6,696-4%$34.9M$34.6M-$351.7K2026-10-23
Forbes J M & Co LLP
UNCHANGED174,978174,97800%$33.3M$34.3M+$915.1K2026-10-16
Fairfield Financial Advisors, LTD
DECREASED174,829184,159-9,330-5%$35.1M$34.2M-$863.3K2026-10-14
High Note Wealth, LLC
DECREASED174,132180,468-6,336-4%$34.4M$34.1M-$296.4K2026-10-27
Daido Life Insurance Co
UNCHANGED170,556170,55600%$32.5M$33.4K-$32.5M2026-11-05
PTM Wealth Management, LLC
DECREASED167,086167,527-4410%$29.5M$33.8M+$4.3M2026-10-23
Associated Banc-Corp
INCREASED165,884163,253+2,631+2%$31.1M$32.5M+$1.4M2026-10-30
Presper Financial Architects, LLC
DECREASED164,094166,401-2,307-1%$31.7M$32.1M+$418.7K2026-11-09
Tiller Private Wealth, Inc.
DECREASED163,013173,196-10,183-6%$33.0M$31.9M-$1.1M2026-10-26
Merit Financial Group, LLC
INCREASED160,473142,007+18,466+13%$27.1M$31.4M+$4.4M2026-11-06
Mather Group, Llc.
INCREASED159,794109,925+49,869+45%$20.9M$31.3M+$10.3M2026-10-14
NewSquare Capital LLC
INCREASED158,249157,010+1,239+1%$29.9M$31.0M+$1.1M2026-11-06
Allworth Financial LP
INCREASED151,601149,144+2,457+2%$28.4M$28.9M+$468.0K2026-11-06
Nations Financial Group Inc,
DECREASED150,088152,811-2,723-2%$29.1M$29.4M+$266.2K2026-11-05
Union Bancaire Privee, UBP SA
INCREASED149,56633,614+115,952+345%$6.2M$25.3M+$19.1M2026-11-04
TradeWell Securities, Llc.
DECREASED149,449154,489-5,040-3%$29.4M$29.3M-$178.5K2026-10-21
Midwest Trust Co
DECREASED149,086153,807-4,721-3%$29.3M$29.2M-$119.7K2026-10-22
Tradewinds Capital Management, LLC
INCREASED149,0293,990+145,039+3635%$760.2K$29.2M+$28.4M2026-10-23
Great Valley Advisor Group, Inc.
INCREASED146,828112,578+34,250+30%$21.4M$28.7M+$7.3M2026-11-09
Focus Financial Network, Inc.
INCREASED143,441137,844+5,597+4%$26.3M$28.1M+$1.8M2026-10-14
Spire Wealth Management
DECREASED142,731146,887-4,156-3%$28.0M$27.9M-$45.3K2026-10-30
Bonfire Financial
INCREASED142,140142,057+83+0%$27.1M$27.8M+$759.2K2026-11-06
Southern Capital Services Inc
DECREASED140,518145,479-4,961-3%$27.7M$27.5M-$210.2K2026-10-19
United Asset Strategies, Inc.
DECREASED140,102155,687-15,585-10%$29.7M$27.4M-$2.2M2026-10-28
Pittenger & Anderson Inc
INCREASED139,374135,799+3,575+3%$25.9M$27.3M+$1.4M2026-11-02
Socha Financial Group, LLC
DECREASED137,778142,093-4,315-3%$27.1M$27.0M-$101.4K2026-11-03
Flagship Capital Management Inc.
DECREASED135,742138,561-2,819-2%$26.4M$26.6M+$172.9K2026-10-20
Independence Wealth Advisors, LLC
DECREASED132,960134,615-1,655-1%$25.6M$26.0M+$386.9K2026-10-29
VMS Asset Management Limited
NEW130,792—+130,792——$25.6M—2026-10-15
Blue Sky Capital Consultants Group, Inc.
INCREASED130,239122,835+7,404+6%$23.4M$25.5M+$2.1M2026-10-13
Keybank National Association
DECREASED130,044137,974-7,930-6%$26.3M$25.5M-$830.7K2026-11-04
Atlas Capital Advisors Inc.
INCREASED126,433120,777+5,656+5%$23.0M$32.3M+$9.3M2026-11-09
Keystone Global Partners, LLC
DECREASED124,514146,103-21,589-15%$27.8M$24.4M-$3.5M2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED124,204120,704+3,500+3%$23.0M$24.3K-$23.0M2026-11-05
Advisors Preferred, LLC
INCREASED123,00155,839+67,162+120%$10.1M$24.6M+$14.5M2026-11-09
Western Wealth Management, LLC
DECREASED119,979120,700-721-1%$23.0M$23.5M+$490.3K2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED118,828113,967+4,861+4%$21.2M$23.5M+$2.4M2026-11-04
Convergence Financial, LLC
DECREASED118,643209,968-91,325-43%$40.0M$23.2M-$16.8M2026-10-27
Tompkins Financial Corp
DECREASED118,232121,594-3,362-3%$23.2M$23.1M-$22.2K2026-10-05
Compass Wealth Management, LLC
INCREASED118,122114,699+3,423+3%$21.9M$23.1M+$1.3M2026-10-30
Venture Visionary Partners LLC
INCREASED117,744116,035+1,709+1%$22.1M$23.0M+$941.3K2026-10-07
Compass Financial Management LLC
INCREASED116,979108,775+8,204+8%$20.6M$22.9M+$2.3M2026-10-30
TCP Asset Management, LLC
INCREASED116,860115,675+1,185+1%$22.0M$23.3M+$1.3M2026-10-14
Affinity Capital Advisors, LLC
DECREASED116,541119,973-3,432-3%$22.0M$23.2M+$1.1M2026-10-13
AMG National Trust Bank
DECREASED115,804116,902-1,098-1%$22.3M$22.7M+$396.5K2026-11-05
CX Institutional
DECREASED114,481120,212-5,731-5%$22.9K$22.4K-$4932026-10-02
Premier Path Wealth Partners, LLC
DECREASED113,997137,353-23,356-17%$26.2M$22.3M-$3.9M2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED113,859114,886-1,027-1%$21.3M$20.9M-$404.4K2026-10-28
Cooksen Wealth, LLC
DECREASED113,609115,698-2,089-2%$22.0M$22.6M+$540.5K2026-10-13
Schorn Wealth LLC
INCREASED113,248110,809+2,439+2%$21.1M$22.2M+$1.1M2026-10-14
D.A. Davidson & Co.
INCREASED112,987106,005+6,982+7%$20.2M$22.1M+$1.9M2026-10-28
Rockland Trust Co
DECREASED110,293114,525-4,232-4%$21.8M$21.6M-$229.4K2026-10-05
M&T Bank Corp
DECREASED109,695131,112-21,417-16%$25.0M$21.5M-$3.5M2026-11-10
Money Concepts Capital Corp
DECREASED108,254122,230-13,976-11%$23.3M$21.2M-$2.1M2026-11-06
Parkside Investments, LLC
DECREASED107,840109,667-1,827-2%$20.9M$21.1M+$215.9K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED107,005109,680-2,675-2%$20.9M$20.9M+$50.0K2026-10-16
Oppenheimer & Co Inc
INCREASED106,48093,456+13,024+14%$17.8M$20.8M+$3.0M2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED104,810101,529+3,281+3%$18.8M$20.5M+$1.7M2026-10-13
Simplex Trading, LLC
INCREASED103,76032,789+70,971+216%$6.2M$20.3M+$14.1M2026-11-04
Schnieders Capital Management, Llc.
INCREASED103,725103,518+207+0%$19.7M$20.3M+$582.0K2026-11-09
Legacy Advisors, LLC
INCREASED102,879102,692+187+0%$19.6M$20.1M+$573.7K2026-10-19
Larson Financial Group LLC
DECREASED102,335105,415-3,080-3%$20.1M$20.0M-$51.4K2026-11-05
Es4, LLC
INCREASED101,44298,077+3,365+3%$18.7M$19.9M+$1.2M2026-11-09
Mirae Asset Securities (USA) Inc.
NEW100,636—+100,636——$19.7M—2026-10-15
Welch Financial Planning, LLC
INCREASED100,36296,704+3,658+4%$18.4M$19.6M+$1.2M2026-11-06
Relyea Zuckerberg Hanson LLC
INCREASED100,170100,169+10%$19.1M$19.6M+$524.1K2026-10-20
Tamar Securities, LLC
INCREASED100,09789,859+10,238+11%$17.1M$19.6M+$2.5M2026-11-03
TTP Investments, Inc.
INCREASED99,94920,055+79,894+398%$3.8M$19.6M+$15.7M2026-10-30
Comprehensive Wealth Management, LLC
DECREASED98,588100,267-1,679-2%$19.1M$19.3M+$195.6K2026-11-02
Financially Speaking Inc
NEW98,204—+98,204——$19.2M—2026-11-05
Attessa Capital LLC
INCREASED97,44492,205+5,239+6%$17.6M$19.1M+$1.5M2026-10-09
Toth Financial Advisory Corp
INCREASED96,91096,147+763+1%$18.3M$19.0M+$652.3K2026-10-08
Visionary Wealth Advisors
DECREASED95,140100,599-5,459-5%$19.2M$18.6M-$542.5K2026-11-04
Signal Advisors Wealth, LLC
DECREASED94,700103,378-8,678-8%$19.7M$18.5M-$1.2M2026-10-13
Bank Hapoalim BM
DECREASED93,82395,087-1,264-1%$18.1M$18.4K-$18.1M2026-11-10
Montag A & Associates Inc
DECREASED93,62898,593-4,965-5%$18.8M$18.3M-$456.3K2026-10-29
Fifth Third Securities, Inc.
DECREASED93,094106,105-13,011-12%$20.2M$18.2M-$2.0M2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED92,94996,367-3,418-4%$18.4M$18.2M-$165.0K2026-10-20
Integrated Advisors Network LLC
DECREASED92,30697,965-5,659-6%$18.7M$18.1M-$595.4K2026-10-20
Fox Financial, Inc
DECREASED91,92497,401-5,477-6%$18.6M$18.0M-$562.7K2026-10-29
Bank of New York Mellon Corp
INCREASED91,41474,625+16,789+23%$14.2M$17.9M+$3.7M2026-11-05
Global Wealth Strategies & Associates
INCREASED90,04576,299+13,746+18%$14.5M$17.6M+$3.1M2026-10-02
Measured Wealth Private Client Group, LLC
DECREASED89,66791,922-2,255-2%$17.5M$17.6M+$39.3K2026-11-10
Centennial Bank
INCREASED89,65270,358+19,294+27%$13.4M$17.5M+$4.1M2026-11-09
McKinley Carter Wealth Services, Inc.
DECREASED89,11089,814-704-1%$17.1M$17.4M+$332.0K2026-10-16
LightSquare Wealth Management, LLC
DECREASED88,85592,415-3,560-4%$17.6M$17.4M-$213.7K2026-11-03
Brookstone Capital Management
INCREASED87,82150,383+37,438+74%$9.6M$17.2M+$7.6M2026-10-22
StoneX Group Inc.
INCREASED87,56352,470+35,093+67%$10.0M$17.1M+$7.1M2026-11-03
Adams Diversified Equity Fund, Inc.
INCREASED87,50060,600+26,900+44%$11.5M$17.1M+$5.6M2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED86,87887,352-474-1%$16.6M$17.0M+$363.9K2026-10-05
Level Four Advisory Services, LLC
DECREASED86,70987,674-965-1%$16.7M$17.0M+$269.7K2026-11-06
Sigma Planning Corp
DECREASED86,00486,544-540-1%$16.5M$17.0M+$484.4K2026-10-23
Pachira Investments Inc.
INCREASED82,88570,786+12,099+17%$13.5M$16.2M+$2.7M2026-10-14
Shepherd Financial Partners LLC
INCREASED82,65082,563+87+0%$15.7M$16.2M+$448.7K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED82,14586,130-3,985-5%$16.4M$16.1M-$329.5K2026-11-06
Sowell Financial Services LLC
DECREASED82,00383,110-1,107-1%$15.8M$16.1M+$218.0K2026-10-23
Nfsg Corp
INCREASED81,96277,532+4,430+6%$14.8M$16.0M+$1.3M2026-10-15
Lodestar Private Asset Management LLC
DECREASED81,02983,529-2,500-3%$15.9M$15.9M-$52.7K2026-10-26
Horizon Financial Services, LLC
INCREASED80,42971,384+9,045+13%$13.6M$15.7M+$2.1M2026-11-04
Cercano Management LLC
DECREASED79,97386,935-6,962-8%$16.6M$15.7M-$908.1K2026-11-10
Mesirow Financial Investment Management, Inc.
DECREASED78,91679,078-1620%$15.1M$15.4M+$381.9K2026-11-05
Vise Technologies, Inc.
INCREASED78,28773,695+4,592+6%$14.0M$15.3M+$1.3M2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED77,45178,689-1,238-2%$15.0M$15.2M+$169.2K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED77,312113,816-36,504-32%$21.7M$15.1M-$6.6M2026-10-14
Sage Capital Advisors,llc
DECREASED76,94078,002-1,062-1%$14.9M$15.1M+$200.0K2026-10-13
HB Wealth Management, LLC
INCREASED76,78167,347+9,434+14%$12.8M$15.0M+$2.2M2026-10-23
Kennicott Capital Management LLC
DECREASED76,17876,223-450%$14.5M$14.9M+$389.8K2026-10-16
Chesapeake Wealth Management
DECREASED75,99977,961-1,962-3%$14.9M$14.9M+$23.7K2026-11-09
Duncker Streett & Co Inc
INCREASED75,64575,165+480+1%$14.3M$14.8M+$487.1K2026-10-27
McCollum Christoferson Group LLC
DECREASED75,39277,149-1,757-2%$14.7M$14.8M+$59.6K2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED75,22272,597+2,625+4%$13.8M$14.6M+$722.1K2026-10-14
Pine Valley Investments Ltd Liability Co
INCREASED75,11571,882+3,233+5%$13.7M$14.7M+$1.0M2026-11-09
3Edge Asset Management, LP
DECREASED74,486203,567-129,081-63%$38.8M$14.6M-$24.2M2026-10-30
IFP Advisors, Inc
INCREASED73,88367,401+6,482+10%$12.8M$14.5M+$1.6M2026-10-16
Avior Wealth Management, LLC
INCREASED73,43863,676+9,762+15%$12.1M$14.4M+$2.2M2026-10-13
Royal Fund Management, LLC
INCREASED73,15361,305+11,848+19%$11.7M$14.3M+$2.6M2026-10-22
Darwin Wealth Management, LLC
DECREASED73,14877,222-4,074-5%$14.7M$14.3M-$393.5K2026-11-09
Baker Avenue Asset Management, LP
INCREASED73,09765,628+7,469+11%$12.5M$14.3M+$1.8M2026-11-06
Sepio Capital, LP
DECREASED72,17478,412-6,238-8%$14.9M$14.1M-$811.0K2026-10-22
Simplicity Wealth,LLC
DECREASED71,50683,069-11,563-14%$15.8M$14.0M-$1.8M2026-10-23
Geremia Financial Services, LLC
INCREASED71,45554,892+16,563+30%$10.5M$14.0M+$3.5M2026-10-19
Harbour Investments, Inc.
DECREASED71,06180,050-8,989-11%$15.3M$13.9M-$1.3M2026-11-09
Innealta Capital, LLC
DECREASED70,82170,838-170%$13.5M$13.9M+$367.2K2026-11-02
MontVue Capital Management, Inc.
DECREASED70,02970,377-3480%$13.4M$13.7M+$300.0K2026-10-19
MV Capital Management, Inc.
DECREASED69,80473,723-3,919-5%$14.0M$13.7M-$381.6K2026-10-29
Stockman Wealth Management, Inc.
DECREASED69,21872,833-3,615-5%$13.9M$13.5M-$326.7K2026-10-27
SkyOak Wealth, LLC
DECREASED69,20369,234-310%$13.2M$13.5M+$356.0K2026-10-28
Narus Financial Partners, LLC
DECREASED69,02069,259-2390%$13.2M$13.5M+$315.4K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED68,82351,030+17,793+35%$9.7M$13.5M+$3.7M2026-10-21
Founders Grove Wealth Partners, LLC
DECREASED68,79170,184-1,393-2%$13.4M$13.5M+$94.4K2026-10-16
Fairvoy Private Wealth, LLC
INCREASED68,76468,763+10%$13.1M$13.5M+$359.8K2026-10-19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED68,49268,49200%$13.0M$13.4M+$358.2K2026-11-09
Patten & Patten Inc
DECREASED67,92469,511-1,587-2%$13.2M$13.3M+$52.8K2026-10-26
First Merchants Corp
DECREASED67,76368,432-669-1%$13.0M$13.3M+$226.9K2026-10-15
Clarus Wealth Advisors
DECREASED67,19668,461-1,265-2%$12.4M$13.4M+$938.5K2026-10-13
Sage Capital Management, LLC
INCREASED67,09567,001+94+0%$12.8M$13.1M+$368.6K2026-10-20
Clifford Swan Investment Counsel LLC
INCREASED67,03166,256+775+1%$12.6M$13.1M+$498.2K2026-11-05
Insight Wealth Strategies, LLC
DECREASED66,72472,545-5,821-8%$13.5M$13.1M-$404.6K2026-10-09
United Bank
DECREASED66,39984,395-17,996-21%$16.1M$13.0M-$3.1M2026-11-06
Alliance Wealth Advisors, LLC
INCREASED65,99159,824+6,167+10%$11.4M$12.9M+$1.5M2026-10-28
Loudon Investment Management, LLC
DECREASED65,84066,455-615-1%$12.7M$12.9M+$227.2K2026-11-06
SMI Advisory Services, LLC
DECREASED65,57668,939-3,363-5%$12.7M$13.0M+$379.9K2026-10-13
Kanawha Capital Management LLC
DECREASED65,51266,030-518-1%$12.6M$12.8M+$243.9K2026-10-19
Foronjy Financial LLC
DECREASED65,33267,520-2,188-3%$12.9M$12.8M-$75.3K2026-10-14
Prospera Financial Services Inc
INCREASED65,19631,350+33,846+108%$6.0M$11.7M+$5.7M2026-11-04
Harbor Capital Advisors, Inc.
INCREASED64,57346,657+17,916+38%$8.9M$12.6K-$8.9M2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED64,20164,098+103+0%$12.2M$12.6M+$355.6K2026-10-15
10Elms LLP
DECREASED64,16064,504-344-1%$12.3M$12.6M+$270.0K2026-11-06
Zullo Investment Group, Inc.
DECREASED64,00565,396-1,391-2%$12.5M$12.5M+$69.8K2026-10-20
Clearstead Advisors, LLC
INCREASED63,64462,553+1,091+2%$11.9M$12.5M+$540.8K2026-11-06
Geneos Wealth Management Inc.
INCREASED63,35856,067+7,291+13%$10.7M$12.4M+$1.7M2026-11-09
Cranbrook Wealth Management, LLC
DECREASED62,81064,756-1,946-3%$12.3M$12.3M-$42.2K2026-10-28
Leuthold Group, LLC
DECREASED62,34966,606-4,257-6%$12.7M$12.2M-$485.0K2026-11-04
Apollon Wealth Management, LLC
INCREASED61,75850,840+10,918+21%$9.7M$12.1M+$2.4M2026-10-23
Regions Financial Corp
INCREASED61,64359,138+2,505+4%$11.3M$12.1M+$799.6K2026-11-05
Jmac Enterprises LLC
INCREASED61,59061,512+78+0%$11.7M$12.1M+$337.0K2026-10-30
Advisory Solutions Group, LLC
DECREASED61,26872,376-11,108-15%$13.8M$12.0M-$1.8M2026-10-14
SteelPeak Wealth, LLC
DECREASED61,151108,265-47,114-44%$20.6M$12.0M-$8.7M2026-10-16
Ironwood Wealth Management, Inc.
DECREASED60,94962,441-1,492-2%$11.6M$12.1M+$481.1K2026-10-14
Wedbush Securities Inc
DECREASED60,82861,815-987-2%$11.8M$11.9K-$11.8M2026-10-22
Bridgelight Financial Advisors, Inc.
DECREASED60,78161,570-789-1%$11.7M$11.9M+$167.5K2026-10-20
Curat Global, LLC
INCREASED60,61434,014+26,600+78%$7.5M$11.9M+$4.3M2026-10-26
Nwam LLC
INCREASED60,27457,859+2,415+4%$11.0M$11.8M+$775.4K2026-11-09
Continuum Wealth Advisors, LLC
INCREASED60,23753,898+6,339+12%$10.3M$11.8M+$1.5M2026-10-20
Decker Retirement Planning Inc.
NEW59,914—+59,914——$11.7M—2026-10-19
Ameraudi Asset Management, Inc.
DECREASED59,69886,570-26,872-31%$16.5M$11.7M-$4.8M2026-11-05
Tritonpoint Wealth, LLC
DECREASED59,36960,504-1,135-2%$11.5M$11.6M+$94.3K2026-10-19
Wall Capital Group, Inc.
DECREASED59,27568,648-9,373-14%$13.1M$11.6M-$1.5M2026-10-14
SBI Okasan Asset Management Co.Ltd.
INCREASED59,24026,290+32,950+125%$4.9M$11.5M+$6.6M2026-11-10
Journey Advisory Group, LLC
INCREASED59,21659,168+48+0%$11.3M$11.6M+$318.8K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED58,89456,926+1,968+3%$10.8M$11.5M+$682.9K2026-11-02
Lynx Capital Group LTD
DECREASED58,78058,814-340%$11.2M$11.5M+$301.0K2026-11-04
Massachusetts Wealth Management
DECREASED58,57059,455-885-1%$11.3M$11.5M+$137.7K2026-10-21
Aprio Wealth Management, LLC
INCREASED58,21416,569+41,645+251%$3.2M$11.4M+$8.2M2026-10-28
Capital Planning LLC
DECREASED58,17060,223-2,053-3%$11.5M$11.4M-$86.9K2026-10-09
15 Wealth Advisors LLC
NEW58,163—+58,163——$11.4M—2026-10-14
Cooper Capital Advisors LLC
INCREASED58,15357,401+752+1%$10.9M$11.4M+$447.3K2026-10-29
Colony Family Offices, LLC
UNCHANGED57,79257,79200%$11.0M$11.3M+$302.3K2026-10-22
Parsons Capital Management Inc
INCREASED57,47652,374+5,102+10%$10.0M$11.3M+$1.3M2026-10-28
Snider Financial Group
INCREASED56,35956,015+344+1%$10.7M$11.0M+$360.3K2026-10-16
Wespac Advisors SoCal, LLC
INCREASED56,11756,083+34+0%$10.7M$11.0M+$300.0K2026-10-13
Boltwood Capital Management
INCREASED55,99255,807+185+0%$10.6M$11.0M+$328.1K2026-10-02
Thor Trading Advisors, LLC
INCREASED55,93351,942+3,991+8%$9.9M$10.9M+$1.1M2026-11-05
Ring Mountain Capital, LLC
DECREASED55,09355,870-777-1%$10.6M$10.8M+$139.9K2026-10-13
Taiyo Life Insurance Co
UNCHANGED55,00055,00000%$10.5M$10.8K-$10.5M2026-10-20
Foster Dykema Cabot & Partners, LLC
DECREASED54,11554,152-370%$10.3M$10.6M+$276.0K2026-10-30
James Investment Research, Inc.
DECREASED53,89771,073-17,176-24%$13.5M$10.6M-$3.0M2026-10-22
Trust Co
DECREASED53,87461,025-7,151-12%$11.6M$10.5M-$1.1M2026-10-09
IFG Advisory, LLC
INCREASED53,55647,886+5,670+12%$9.1M$10.5M+$1.4M2026-11-09
Occidental Asset Management, LLC
INCREASED53,55252,165+1,387+3%$9.9M$10.5M+$544.2K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED53,19254,649-1,457-3%$10.4M$10.4M+$7182026-10-13
Belpointe Asset Management LLC
INCREASED53,12750,997+2,130+4%$9.7M$10.4M+$683.8K2026-11-09
Fiera Capital Corp
INCREASED53,06652,342+724+1%$10.0M$10.4M+$415.5K2026-11-06
Burns J W & Co Inc
DECREASED52,82552,914-890%$10.1M$10.3M+$259.3K2026-10-20
Quadcap Wealth Management, LLC
DECREASED52,73254,792-2,060-4%$10.4M$10.3M-$118.1K2026-11-02
HBW Advisory Services LLC
DECREASED52,65675,364-22,708-30%$14.4M$10.3M-$4.1M2026-10-15
Vertex Investment Solutions Co., Ltd.
INCREASED52,60023,500+29,100+124%$4.4M$10.2M+$5.9M2026-10-19
Ashton Thomas Securities, LLC
INCREASED51,79849,312+2,486+5%$9.4M$10.2M+$770.1K2026-10-26
Donaldson Capital Management, LLC
DECREASED51,42655,751-4,325-8%$10.6M$10.1M-$555.1K2026-11-09
Sherman Asset Management, Inc.
DECREASED51,35555,193-3,838-7%$10.5M$10.1M-$462.7K2026-11-05
L. Roy Papp & Associates, LLP
DECREASED51,23155,162-3,931-7%$10.5M$10.0M-$481.0K2026-10-21
Thoma Capital Management LLC
DECREASED51,16752,541-1,374-3%$10.0M$10.0M+$5.7K2026-10-19
Manchester Capital Management LLC
UNCHANGED51,05551,05500%$9.7M$10.0M+$267.0K2026-10-22
Aventus Investment Advisors, Inc.
DECREASED50,69151,015-324-1%$9.7M$9.9M+$203.4K2026-10-09
Bessemer Group Inc
INCREASED50,61747,880+2,737+6%$9.1M$9.9K-$9.1M2026-11-09
Cullen T Bankers, Inc.
DECREASED49,97150,251-280-1%$9.6M$9.8M+$208.0K2026-10-28
C2c Wealth Management, LLC
INCREASED49,80449,254+550+1%$9.4M$9.7M+$365.3K2026-10-20
Mountain Hill Investment Partners Corp.
DECREASED49,73450,563-829-2%$9.6M$9.7M+$102.2K2026-10-23
Valeo Financial Advisors, LLC
INCREASED49,65648,004+1,652+3%$9.1M$9.7M+$574.5K2026-10-08
Constitution Capital LLC
INCREASED49,51047,550+1,960+4%$9.1M$9.7M+$632.4K2026-10-23
Creative Financial Designs Inc
INCREASED49,13347,787+1,346+3%$9.1M$9.6M+$513.4K2026-11-04
Compound Planning, Inc.
DECREASED49,01355,362-6,349-11%$10.5M$9.6M-$953.4K2026-11-09
TrueWealth Advisors, LLC
INCREASED48,9614,799+44,162+920%$914.4K$9.6M+$8.7M2026-10-09
WealthCare Asset Management, LLC
INCREASED48,9397,222+41,717+578%$1.4M$9.6M+$8.2M2026-10-26
Sharper & Granite LLC
INCREASED48,80747,275+1,532+3%$9.0M$6.5M-$2.5M2026-11-02
Perigon Wealth Management, LLC
DECREASED48,67356,903-8,230-14%$10.8M$9.5M-$1.3M2026-10-22
Destiny Capital Corp
DECREASED48,13348,244-1110%$9.2M$9.4M+$230.7K2026-11-03
SBI Securities Co., Ltd.
DECREASED48,10948,227-1180%$9.2M$9.4M+$229.4K2026-10-22
Mezzasalma Advisors, LLC
DECREASED48,01752,454-4,437-8%$7.0M$6.2M-$763.4K2026-10-14
BigSur Wealth Management LLC
DECREASED47,86448,864-1,000-2%$9.3M$9.4M+$59.8K2026-10-13
Capital Investment Counsel, LLC
DECREASED46,75448,138-1,384-3%$9.2M$9.2M-$19.2K2026-10-14
Mission Wealth Management, LP
DECREASED46,54251,000-4,458-9%$9.7M$9.1M-$605.9K2026-10-15
New Wave Wealth Advisors LLC
DECREASED46,46151,436-4,975-10%$9.8M$9.1M-$680.3K2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED46,33645,201+1,135+3%$8.6M$9.1M+$458.7K2026-11-04
Equity Wealth Partners, LLC
DECREASED46,00846,796-788-2%$8.9M$9.0M+$90.4K2026-10-26
Glenview Trust Co
UNCHANGED45,89045,89000%$8.7M$9.0M+$240.0K2026-10-28
Capstone Wealth Management Group, Inc.
DECREASED45,86046,186-326-1%$8.8M$9.0M+$177.8K2026-10-19
Legacy Private Trust Co.
DECREASED45,82646,071-245-1%$8.8M$9.0M+$193.0K2026-10-06
RMR Wealth Builders
INCREASED45,57244,148+1,424+3%$8.4M$8.9M+$509.7K2026-10-22
JFS Wealth Advisors, LLC
DECREASED45,44446,064-620-1%$8.8M$8.9M+$119.6K2026-11-03
Balance Wealth Partners LLC
DECREASED45,11245,770-658-1%$8.7M$8.8M+$110.6K2026-10-27
Integrity Alliance, Llc.
DECREASED44,89049,118-4,228-9%$9.4M$8.8M-$570.8K2026-10-29
JSF Financial, LLC
INCREASED44,87116,310+28,561+175%$3.1M$8.8M+$5.7M2026-10-22
Integral Investment Advisors, Inc.
DECREASED44,48345,009-526-1%$8.6M$8.7M+$132.4K2026-11-03
Blue Trust, Inc.
INCREASED43,7246,179+37,545+608%$1.2M$8.6M+$7.4M2026-10-15
Pinnacle Associates LTD
DECREASED43,67844,482-804-2%$8.5M$8.5M+$75.2K2026-10-20
Clay Northam Wealth Management, LLC
INCREASED43,63143,256+375+1%$8.2M$8.5M+$299.6K2026-10-13
Mechanics Bank Trust Department
INCREASED43,58842,186+1,402+3%$8.0M$8.5M+$495.1K2026-10-13
Acorn Wealth Advisors, LLC
DECREASED43,17043,549-379-1%$8.3M$8.5M+$153.6K2026-10-19
Alliance Private Wealth, LLC
DECREASED43,04346,082-3,039-7%$8.8M$8.4M-$353.8K2026-10-20
Absolute Capital Management, LLC
INCREASED43,02442,933+91+0%$8.2M$8.4M+$242.4K2026-10-16
Institute for Wealth Management, Llc.
INCREASED42,89742,561+336+1%$8.1M$8.4M+$288.5K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED42,87242,737+135+0%$8.1M$8.4M+$250.1K2026-10-26
Canton Hathaway, LLC
INCREASED42,86042,473+387+1%$8.1M$8.4M+$297.9K2026-10-23
Kingstone Capital Partners Texas, LLC
DECREASED42,72244,095-1,373-3%$8.4M$8.4M-$38.1K2026-11-03
Financial Enhancement Group LLC
INCREASED42,61440,765+1,849+5%$7.8M$8.6M+$815.5K2026-10-08
Milestone Investment Advisors LLC
DECREASED42,52242,956-434-1%$8.2M$8.3M+$139.7K2026-11-05
San Luis Wealth Advisors LLC
DECREASED42,34542,763-418-1%$8.1M$8.3M+$141.7K2026-10-27
Joseph P. Lucia & Associates, LLC
DECREASED42,00842,378-370-1%$8.1M$8.2M+$149.2K2026-10-30
Narwhal Capital Management
UNCHANGED42,00042,00000%$8.0M$8.2M+$219.7K2026-11-04
Choreo, LLC
INCREASED41,99237,583+4,409+12%$7.2M$8.2M+$1.1M2026-10-28
St. Johns Investment Management Company, LLC
INCREASED41,80441,564+240+1%$7.9M$8.2M+$264.4K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED41,75031,047+10,703+34%$5.9M$8.2M+$2.3M2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED41,262181,427-140,165-77%$34.6M$8.1M-$26.5M2026-10-16
Daymark Wealth Partners, LLC
INCREASED41,14138,758+2,383+6%$7.4M$8.1M+$669.2K2026-11-04
MGO One Seven LLC
DECREASED40,78147,306-6,525-14%$9.0M$8.0M-$1.0M2026-10-28
Laurel Wealth Advisors LLC
DECREASED40,49642,213-1,717-4%$8.0M$7.9M-$115.3K2026-10-27
Chicago Partners Investment Group LLC
INCREASED40,00937,405+2,604+7%$6.7M$7.3M+$656.0K2026-10-27
Tilia Fiduciary Partners, Inc.
INCREASED39,7201,116+38,604+3459%$212.6K$7.8M+$7.6M2026-10-09
Valmark Advisers, Inc.
INCREASED39,67836,477+3,201+9%$6.9M$7.8M+$817.3K2026-11-06
Westside Investment Management, Inc.
DECREASED39,65440,872-1,218-3%$7.8M$7.8M+$1.0K2026-11-02
Verus Capital Partners, LLC
INCREASED39,60023,595+16,005+68%$4.5M$7.8M+$3.3M2026-11-03
Harrell Investment Partners, LLC
INCREASED39,45739,403+54+0%$7.5M$7.7M+$216.7K2026-10-15
Florida Financial Advisors, LLC
DECREASED39,35346,112-6,759-15%$8.8M$7.7M-$1.1M2026-11-09
Bokf, NA
DECREASED39,23940,249-1,010-3%$7.7M$7.7M+$12.8K2026-10-27
Sunrise Financial Services, LLC
INCREASED38,97736,547+2,430+7%$7.0M$7.6M+$666.8K2026-10-21
Central Trust Co
DECREASED38,96039,246-286-1%$7.5M$7.6M+$149.3K2026-11-05
International Assets Investment Management, LLC
DECREASED38,80739,813-1,006-3%$7.4M$7.7M+$285.1K2026-11-02
Providence First Trust Co
DECREASED38,60141,109-2,508-6%$7.8M$7.6M-$275.9K2026-11-02
Staley Capital Advisers Inc
UNCHANGED38,45238,45200%$7.3M$7.5M+$201.1K2026-11-06
Freestone Capital Holdings, LLC
INCREASED37,92934,949+2,980+9%$6.7M$7.4M+$766.0K2026-11-09
Agate Pass Investment Management, LLC
INCREASED37,91536,075+1,840+5%$6.9M$7.4M+$548.9K2026-10-20
Channel Wealth LLC
INCREASED37,88634,236+3,650+11%$6.5M$7.4M+$893.6K2026-11-06
Accurate Wealth Management, LLC
DECREASED37,75271,698-33,946-47%$13.3M$7.4M-$5.9M2026-10-20
AdvisorShares Investments LLC
INCREASED37,63937,347+292+1%$7.1M$7.4M+$252.5K2026-11-09
Cornerstone Wealth Management, LLC
INCREASED37,60137,552+49+0%$7.2M$7.4M+$205.9K2026-11-04
Capitol Family Office, Inc.
INCREASED37,50336,094+1,409+4%$6.9M$7.3M+$464.6K2026-10-13
Simon Quick Advisors, LLC
INCREASED37,35336,708+645+2%$7.0M$7.3M+$318.3K2026-10-26
Crew Capital Management, Ltd
DECREASED37,30342,131-4,828-11%$8.0M$7.3M-$724.8K2026-10-28
Patton Albertson Miller Group, LLC
DECREASED37,05437,073-190%$7.1M$7.3M+$190.2K2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED36,84836,948-1000%$7.0M$7.2M+$173.7K2026-11-05
Evanson Financial, LLC
INCREASED36,79436,674+120+0%$7.0M$7.2M+$215.2K2026-10-23
Symmetry Partners, LLC
INCREASED36,77628,241+8,535+30%$5.4M$7.2M+$1.8M2026-10-27
Dodds Wealth, LLC
DECREASED36,59436,621-270%$7.0M$7.2M+$186.3K2026-11-02
Rockingstone Advisors LLC
DECREASED36,56337,131-568-2%$7.1M$7.2M+$83.0K2026-10-16
5th Street Advisors, LLC
INCREASED36,55636,552+4+0%$7.0M$7.2M+$191.9K2026-11-04
First Business Financial Services, Inc.
UNCHANGED36,49836,49800%$7.0M$7.1M+$190.9K2026-10-29
Washington Growth Strategies LLC
INCREASED36,24535,573+672+2%$6.8M$7.1M+$317.6K2026-10-19
RCW Management, LLC
UNCHANGED36,10736,10700%$6.9M$7.1M+$188.9K2026-10-30
Nuveen, LLC
INCREASED36,09725,010+11,087+44%$4.8M$7.0M+$2.3M2026-11-10
Cadent Capital Advisors, LLC
INCREASED36,06935,451+618+2%$6.8M$7.1M+$306.4K2026-10-09
Colton Groome Financial Advisors, LLC
DECREASED35,88637,887-2,001-5%$7.2M$7.0M-$193.5K2026-10-06
Lake Hills Wealth Management, LLC
DECREASED35,77448,683-12,909-27%$9.3M$7.0M-$2.3M2026-10-07
Archford Capital Strategies, LLC
INCREASED35,72634,831+895+3%$6.6M$7.0M+$357.4K2026-10-19
First Heartland Consultants, Inc.
DECREASED35,59035,651-610%$6.8M$7.0M+$174.5K2026-10-08
Tactive Advisors, LLC
INCREASED35,58023,176+12,404+54%$4.4M$7.0M+$2.5M2026-10-08
Warren Street Wealth Advisors, LLC
INCREASED35,55735,517+40+0%$6.8M$7.0M+$193.6K2026-11-04
NBT Bank, N.A.
DECREASED35,43635,719-283-1%$6.8M$6.9M+$131.4K2026-10-21
Strategic Advisors LLC
INCREASED35,02833,159+1,869+6%$6.3M$6.9M+$539.4K2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED35,00635,055-490%$6.7M$7.0M+$355.0K2026-10-09
Destiny Wealth Partners, LLC
INCREASED34,87612,640+22,236+176%$2.2M$6.1M+$3.9M2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED34,72140,142-5,421-13%$7.6M$6.8K-$7.6M2026-10-14
KFA Private Wealth Group, LLC
DECREASED34,58235,256-674-2%$6.7M$6.8M+$52.6K2026-10-07
Private Advisory Group LLC
INCREASED34,51334,282+231+1%$6.5M$6.8M+$224.5K2026-11-06
Lanark Financial, Inc.
DECREASED34,44135,166-725-2%$6.7M$6.7M+$41.9K2026-10-26
MKT Advisors LLC
INCREASED34,24133,966+275+1%$6.1M$6.8M+$686.1K2026-10-20
Silver OAK Securities, Incorporated
DECREASED34,01939,293-5,274-13%$7.5M$5.6M-$1.9M2026-11-09
Fulcrum Equity Management
INCREASED33,66733,430+237+1%$6.4M$6.6M+$221.3K2026-10-21
Algorithmic Investment Models, LLC
INCREASED33,52528,301+5,224+18%$5.4M$6.6M+$1.2M2026-11-04
Trinity Wealth Management, LLC
DECREASED33,46948,605-15,136-31%$9.3M$6.6M-$2.7M2026-10-13
Lyell Wealth Management, LP
INCREASED33,46033,020+440+1%$6.3M$6.5M+$258.9K2026-10-30
Windsor Capital Management, LLC
DECREASED33,42035,249-1,829-5%$6.7M$6.5M-$173.7K2026-10-13
Caldwell Trust Co
DECREASED33,02633,211-185-1%$6.3M$6.5M+$137.5K2026-10-30
First Financial Bank - Trust Division
DECREASED32,89333,215-322-1%$6.3M$6.4M+$110.7K2026-10-01
Heritage Wealth Advisors
UNCHANGED32,85532,85500%$6.3M$6.4M+$171.8K2026-11-09
EPG Wealth Management LLC
INCREASED32,83732,748+89+0%$6.2M$6.4M+$188.7K2026-11-03
TD Private Client Wealth LLC
INCREASED32,66231,544+1,118+4%$6.0M$6.4M+$383.8K2026-10-28
D.B. Root & Company, LLC
DECREASED32,40432,544-1400%$6.2M$6.3M+$142.8K2026-11-04
Onyx Bridge Wealth Group LLC
DECREASED32,074246,355-214,281-87%$46.9M$6.3M-$40.7M2026-10-16
Successful Portfolios LLC
DECREASED31,98032,747-767-2%$6.1M$6.4M+$345.8K2026-10-09
Financial Insights, Inc.
DECREASED31,95632,275-319-1%$6.1M$6.3M+$106.4K2026-10-27
Northland Securities, Inc.
DECREASED31,81232,091-279-1%$6.1M$6.2M+$113.2K2026-11-02
Jessup Wealth Management, Inc
INCREASED31,61131,423+188+1%$6.0M$6.2M+$201.1K2026-10-20
Plimoth Trust Co LLC
DECREASED31,24934,758-3,509-10%$6.6M$6.1M-$505.1K2026-10-26
Parallel Advisors, LLC
INCREASED30,68328,818+1,865+6%$5.5M$6.0M+$515.7K2026-11-03
Asset Advisory Group, Inc.
INCREASED30,47430,107+367+1%$5.7M$6.0M+$229.3K2026-10-20
Yelin Lapidot Holdings Management Ltd.
UNCHANGED30,46030,46000%$5.8M$6.0M+$159.3K2026-10-26
Meridian Wealth Management, LLC
DECREASED30,43136,329-5,898-16%$6.9M$6.0M-$964.5K2026-11-05
Soltis Investment Advisors LLC
INCREASED30,42428,588+1,836+6%$5.4M$6.0M+$508.9K2026-10-28
Peddock Capital Advisors, LLC
DECREASED30,37231,931-1,559-5%$6.1M$5.9M-$138.0K2026-10-16
Keudell ison Wealth Management
UNCHANGED30,21630,21600%$5.8M$5.9M+$158.0K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED30,10830,961-853-3%$5.9M$5.9M-$4.9K2026-10-14
Asset One Wealth Management LLC
DECREASED30,01231,607-1,595-5%$5.7M$5.9M+$135.7K2026-11-02
BridgePort Financial Solutions, LLC
NEW29,904—+29,904——$5.9M—2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED29,88629,262+624+2%$5.6M$5.9M+$275.3K2026-11-04
Univest Financial Corp
DECREASED29,82932,897-3,068-9%$6.3M$5.8M-$428.5K2026-11-05
AUA Capital Management, LLC
DECREASED29,77029,884-1140%$5.7M$5.8M+$134.0K2026-10-15
Realta Investment Advisors
INCREASED29,63329,230+403+1%$5.6M$5.8M+$231.9K2026-10-14
Arete Wealth Advisors, LLC
DECREASED29,43432,288-2,854-9%$6.1M$5.8M-$380.9K2026-11-09
Ledyard National Bank
DECREASED29,25330,570-1,317-4%$5.8M$5.7M-$97.9K2026-10-21
Surience Private Wealth LLC
INCREASED29,24720,886+8,361+40%$4.0M$5.7M+$1.7M2026-10-16
Wedmont Private Capital
INCREASED29,20424,453+4,751+19%$4.5M$5.8M+$1.2M2026-10-09
Butensky & Cohen Financial Security, Inc
DECREASED29,12930,210-1,081-4%$5.8M$5.7M-$53.6K2026-10-13
New York Life Investment Management LLC
DECREASED29,117100,525-71,408-71%$19.2M$5.7M-$13.5M2026-11-04
Sigma Investment Counselors Inc
INCREASED29,00026,050+2,950+11%$5.0M$5.7M+$713.7K2026-10-27
Delta Financial Advisors LLC
INCREASED28,97027,970+1,000+4%$5.3M$5.7M+$342.0K2026-10-27
Crestwood Advisors Group, LLC
INCREASED28,79328,790+3+0%$5.5M$5.6M+$151.1K2026-10-27
E&G Advisors, LLC
DECREASED28,72228,763-410%$5.5M$5.6M+$142.4K2026-10-13
Retirement Planning Group, LLC
DECREASED28,52628,625-990%$5.5M$5.6M+$130.2K2026-10-19
Country Trust Bank
DECREASED28,47128,826-355-1%$5.5M$5.6M+$81.3K2026-10-30
David J Yvars Group
DECREASED28,42228,492-700%$5.4M$5.6M+$135.2K2026-10-09
Sollinda Capital Management LLC
NEW28,355—+28,355——$5.6M—2026-11-09
Hansen & Associates Financial Group, Inc.
DECREASED28,22730,498-2,271-7%$5.6M$5.6M-$15.9K2026-11-09
Blue Zone Wealth Advisors, LLC
INCREASED28,18727,151+1,036+4%$5.2M$5.5M+$344.8K2026-10-19
SAX Wealth Advisors, LLC
INCREASED27,94726,064+1,883+7%$3.5M$5.5M+$2.0M2026-10-13
Capital Investment Advisory Services, LLC
INCREASED27,64026,466+1,174+4%$5.0M$5.4M+$362.2K2026-10-30
Sanchez Gaunt Capital Management, LLC
DECREASED27,63129,236-1,605-5%$5.6M$5.4M-$161.3K2026-11-03
Corrado Advisors, LLC
DECREASED27,62631,649-4,023-13%$6.0M$5.4M-$622.1K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED27,54722,059+5,488+25%$4.2M$5.4M+$1.2M2026-10-27
Cornerstone National Bank & Trust Co
INCREASED27,32426,696+628+2%$5.0M$5.4M+$449.7K2026-10-20
Ascentis Independent Advisors
NEW27,093—+27,093——$5.3M—2026-11-03
Ibex Wealth Advisors
INCREASED27,08227,050+32+0%$5.2M$5.3M+$147.7K2026-11-06
LifeSteps Financial, Inc.
DECREASED27,00727,240-233-1%$5.2M$5.3M+$96.9K2026-10-15
Axxcess Wealth Management, LLC
DECREASED26,983152,086-125,103-82%$29.0M$5.3M-$23.7M2026-10-21
Advisor Resource Council
DECREASED26,83931,625-4,786-15%$5.8M$5.4M-$418.3K2026-11-05
Vilga Financial Planning LLC
INCREASED26,74325,620+1,123+4%$4.9M$5.2M+$353.8K2026-10-09
Point Windward Advisors Inc.
DECREASED26,68233,503-6,821-20%$6.4M$5.2M-$1.2M2026-11-06
Warner Group LLC
DECREASED26,51026,768-258-1%$5.1M$5.2M+$89.6K2026-11-09
Ticino Wealth
INCREASED26,45325,793+660+3%$4.9M$5.2M+$264.1K2026-10-13
Magnus Financial Group LLC
INCREASED26,44125,576+865+3%$4.9M$5.2M+$303.0K2026-10-21
Csenge Advisory Group
DECREASED26,35326,723-370-1%$5.1M$5.2M+$67.4K2026-11-04
Acropolis Investment Management, LLC
DECREASED26,30626,366-600%$5.0M$5.1M+$126.2K2026-10-08
Vontobel Holding Ltd.
INCREASED26,30123,572+2,729+12%$4.5M$5.1M+$657.5K2026-10-16
Fortis Capital Advisors, LLC
INCREASED26,29325,559+734+3%$4.9M$5.1M+$277.4K2026-11-09
Sendero Wealth Management, LLC
UNCHANGED26,27226,27200%$5.0M$5.1M+$137.4K2026-10-14
Atticus Wealth Management, LLC
DECREASED26,04426,292-248-1%$5.0M$5.1M+$89.0K2026-10-20
Asset Management One Co., Ltd.
DECREASED25,89725,943-460%$4.9M$5.1M+$126.7K2026-10-27
RWQ Financial Management Services, Inc.
NEW25,875—+25,875——$5.1M—2026-10-19
Modera Wealth Management, LLC
INCREASED25,63013,136+12,494+95%$2.5M$5.0M+$2.5M2026-10-28
Hurley Capital, LLC
DECREASED25,53825,593-550%$4.9M$5.0M+$123.3K2026-11-05
First Citizens Bank & Trust Co
DECREASED25,49628,201-2,705-10%$5.4M$5.0M-$382.0K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED25,47424,874+600+2%$4.7M$5.0M+$247.5K2026-10-27
Pioneer Family Office, LLC
INCREASED25,4634,611+20,852+452%$878.5K$5.0M+$4.1M2026-10-30
Investment Advisory Services Inc
INCREASED25,37225,178+194+1%$4.8M$5.0M+$169.7K2026-10-27
Squarepoint Ops LLC
DECREASED25,365140,570-115,205-82%$26.8M$5.0M-$21.8M2026-11-09
Cypress Capital Group
DECREASED25,29425,799-505-2%$4.9M$5.0M+$36.1K2026-11-03
RVW Wealth, LLC
INCREASED25,19525,160+35+0%$4.8M$4.9M+$138.4K2026-10-06
Tsfg, LLC
DECREASED25,06181,798-56,737-69%$15.6M$4.9K-$15.6M2026-10-23
AFG Fiduciary Services Limited Partnership
INCREASED25,06124,049+1,012+4%$4.3M$4.9M+$576.0K2026-10-21
Fisher Asset Management, LLC
DECREASED25,05025,735-685-3%$4.9M$4.9M+$5122026-11-06
EverSource Wealth Advisors, LLC
DECREASED25,04826,031-983-4%$5.0M$4.9M-$56.2K2026-11-04
Eclectic Associates Inc
DECREASED25,02632,384-7,358-23%$6.2M$4.9M-$1.3M2026-10-09
Vivid Wealth Management, LLC
DECREASED24,94325,710-767-3%$4.9M$4.9M-$15.8K2026-10-27
FF Advisors,LLC
INCREASED24,79623,933+863+4%$4.6M$4.9M+$294.1K2026-10-21
Goldstein Advisors, LLC
INCREASED24,72022,942+1,778+8%$4.4M$4.8M+$468.0K2026-10-15
PFG Advisors
DECREASED24,69728,504-3,807-13%$5.4M$4.8M-$596.3K2026-10-16
Solutions 4 Wealth, Ltd
INCREASED24,48624,333+153+1%$4.6M$4.8M+$157.2K2026-11-03
Redwood Financial Network Corp
DECREASED24,33126,659-2,328-9%$5.1M$4.8M-$316.2K2026-11-03
Vaughan David Investments LLC
INCREASED24,27921,847+2,432+11%$4.2M$4.8K-$4.2M2026-11-05
Elite Wealth Management, Inc.
UNCHANGED24,22024,22000%$4.6M$4.7M+$126.7K2026-11-03
CWA Asset Management Group, LLC
DECREASED23,98624,055-690%$4.6M$4.7M+$112.3K2026-10-19
Yoder Wealth Management, Inc.
DECREASED23,89824,857-959-4%$4.7M$4.7M-$57.7K2026-10-13
Appleton Partners Inc
DECREASED23,87923,910-310%$4.6M$4.7K-$4.6M2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED23,72623,904-178-1%$4.6M$4.6M+$83.0K2026-10-13
Ritholtz Wealth Management
INCREASED23,72316,147+7,576+47%$3.1M$4.6M+$1.6M2026-11-05
Bay Capital Advisors, LLC
DECREASED23,61825,494-1,876-7%$4.9M$4.6M-$233.8K2026-10-16
Strategic Equity Management
DECREASED23,46654,572-31,106-57%$10.4M$4.6M-$5.8M2026-11-04
Tucker Asset Management LLC
DECREASED23,40226,491-3,089-12%$5.0M$4.6M-$466.1K2026-10-29
AdvisorNet Financial, Inc
INCREASED23,28922,618+671+3%$4.3M$4.4M+$125.7K2026-10-15
Innova Wealth Partners
DECREASED23,28724,180-893-4%$4.6M$4.6M-$48.3K2026-10-21
CPA Asset Management Group, LLC
INCREASED23,28423,095+189+1%$4.4M$4.6M+$157.8K2026-10-26
Buck Wealth Strategies, LLC
INCREASED23,174537+22,637+4215%$102.3K$4.5M+$4.4M2026-10-28
SeaCrest Wealth Management, LLC
DECREASED23,06623,731-665-3%$4.5M$4.5M-$6.1K2026-10-21
Brighton Jones LLC
DECREASED23,06423,070-60%$4.4M$4.5M+$119.5K2026-11-03
Sonata Capital Group Inc
DECREASED22,96323,003-400%$4.4M$4.5M+$112.5K2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED22,87440,322-17,448-43%$7.7M$4.5M-$3.2M2026-10-28
VestGen Advisors, LLC
DECREASED22,85023,081-231-1%$4.4M$4.5M+$75.5K2026-10-27
Kessler Investment Group, LLC
INCREASED22,83311,433+11,400+100%$2.2M$4.5M+$2.3M2026-10-08
West Financial Advisors, LLC
DECREASED22,77225,574-2,802-11%$4.9M$4.5M-$414.7K2026-10-22
Roberts Wealth Advisors, LLC
DECREASED22,70025,338-2,638-10%$4.8M$4.4M-$384.0K2026-10-14
Segment Wealth Management, LLC
UNCHANGED22,61222,61200%$4.3M$4.4M+$118.3K2026-10-26
Bfsg, LLC
DECREASED22,60023,420-820-3%$4.5M$4.4M-$38.0K2026-10-30
Collaborative Capital Advisors LLC
UNCHANGED22,59622,59600%$4.3M$4.4M+$118.2K2026-11-06
Moss Adams Wealth Advisors LLC
INCREASED22,48020,248+2,232+11%$3.9M$4.4M+$542.8K2026-10-28
First Citizens Financial Corp
INCREASED22,28721,422+865+4%$4.1M$4.4M+$281.4K2026-10-02
TritonPoint Partners, LLC
DECREASED22,28260,504-38,222-63%$11.5M$4.4M-$7.2M2026-11-05
Principle Wealth Partners LLC
INCREASED22,08219,381+2,701+14%$3.7M$4.3M+$630.2K2026-11-02
Principal Financial Group Inc
INCREASED21,99118,166+3,825+21%$3.5M$4.3M+$843.8K2026-11-02
Capital Asset Advisory Services LLC
DECREASED21,85522,958-1,103-5%$4.4M$4.0M-$388.8K2026-10-30
Sentinel Trust Co LBA
DECREASED21,75624,616-2,860-12%$4.7K$4.3K-$4312026-11-03
Courier Capital LLC
INCREASED21,62018,675+2,945+16%$3.6M$4.2M+$674.1K2026-10-19
Nixon Peabody Trust Co
INCREASED21,40121,335+66+0%$4.1M$4.2M+$124.5K2026-10-23
Howland Capital Management LLC
INCREASED21,39216,832+4,560+27%$3.2M$4.2M+$980.7K2026-10-22
Ranch Capital Advisors Inc.
INCREASED21,34021,175+165+1%$4.0M$4.2M+$143.0K2026-11-09
Forum Financial Management, LP
DECREASED21,25821,771-513-2%$4.1M$4.2M+$13.3K2026-10-16
Heartwood Wealth Advisors LLC
DECREASED21,14721,162-150%$4.0M$4.1M+$107.7K2026-10-05
Avantax Planning Partners, Inc.
INCREASED21,14520,524+621+3%$3.9M$4.1M+$228.8K2026-11-03
Wesbanco Bank Inc
DECREASED21,06332,625-11,562-35%$6.2M$4.1M-$2.1M2026-11-04
Finley Financial, LLC
DECREASED21,01021,360-350-2%$4.1M$4.2M+$86.5K2026-10-28
Russell Investments Group, Ltd.
INCREASED20,89418,818+2,076+11%$3.6M$4.1M+$504.8K2026-11-06
Van Cleef Asset Management,Inc
UNCHANGED20,81020,81000%$4.0M$4.1M+$108.8K2026-10-20
Laraway Financial Advisors Inc
DECREASED20,66821,066-398-2%$4.0M$4.0M+$32.2K2026-11-09
Cape ANN Savings Bank
DECREASED20,66020,760-1000%$4.0M$4.0M+$89.0K2026-11-09
Bria Capital Group, LLC
INCREASED20,63819,650+988+5%$3.7M$4.0M+$296.2K2026-10-22
North Star Investment Management Corp.
DECREASED20,62721,335-708-3%$4.1M$4.0M-$26.9K2026-10-27
Arbor Wealth Management Llc\az
DECREASED20,51820,795-277-1%$4.0M$4.0M+$54.5K2026-10-20
Wall Street Financial Group, Inc.
INCREASED20,50918,214+2,295+13%$3.5M$4.0M+$544.5K2026-11-09
Fagan Associates, Inc.
DECREASED20,49520,968-473-2%$4.0M$4.0M+$17.1K2026-10-13
Clearview Wealth Management LLC
INCREASED20,46320,259+204+1%$3.9M$4.0M+$156.7K2026-10-16
Anchyra Partners LLC
UNCHANGED20,38620,38600%$3.9M$4.0M+$106.6K2026-10-13
PlanVest Financial, Inc
DECREASED20,36620,805-439-2%$4.0M$4.0M+$22.8K2026-11-09
XML Financial, LLC
INCREASED20,28219,360+922+5%$3.7M$4.0M+$281.8K2026-10-29
Certuity, LLC
INCREASED20,20616,114+4,092+25%$3.1M$4.0M+$885.4K2026-11-02
Trifecta Capital Advisors, LLC
UNCHANGED20,18720,18700%$3.8M$4.0M+$105.6K2026-10-21
Apella Capital, LLC
INCREASED20,16419,542+622+3%$3.5M$4.1M+$559.2K2026-10-08
Lynch & Associates
DECREASED20,10220,113-110%$3.8M$3.9M+$103.0K2026-10-13
Harbour Trust & Investment Management Co
DECREASED20,05820,690-632-3%$3.9M$3.9M-$15.5K2026-10-28
Flagstar Securities, Inc
DECREASED20,00624,260-4,254-18%$4.6M$3.9M-$705.9K2026-10-15
Koshinski Asset Management, Inc.
DECREASED19,78520,069-284-1%$3.8M$3.9M+$49.4K2026-10-29
Altura Wealth Advisors Inc.
INCREASED19,74518,791+954+5%$3.6M$3.9M+$285.1K2026-10-22
Balboa Wealth Partners
INCREASED19,73719,616+121+1%$3.7M$3.9M+$126.4K2026-10-20
Verdence Capital Advisors LLC
INCREASED19,55718,945+612+3%$3.6M$3.8M+$218.8K2026-10-26
GC Wealth Management RIA, LLC
DECREASED19,55420,488-934-5%$3.9M$3.8M-$75.7K2026-11-02
Stackstone Wealth, LLC
NEW19,543—+19,543——$3.8M—2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED19,48917,444+2,045+12%$3.3M$3.8M+$491.7K2026-10-16
Mattern Wealth Management LLC
UNCHANGED19,32419,32400%$3.7M$3.8M+$101.1K2026-11-04
McHugh Group, LLC
UNCHANGED19,16419,16400%$3.7M$3.8M+$100.2K2026-10-19
Midwest Professional Planners, Ltd.
DECREASED19,14419,688-544-3%$3.8M$3.7M-$3.6K2026-10-29
Manchester Financial Inc
INCREASED18,97918,900+79+0%$3.6M$3.7M+$114.3K2026-10-15
jvl associates llc
INCREASED18,97118,970+1+0%$3.6M$3.7M+$99.4K2026-10-09
Verum Partners LLC
DECREASED18,96419,540-576-3%$3.7M$3.7M-$10.4K2026-10-21
Bison Wealth, LLC
DECREASED18,96119,665-704-4%$3.6M$3.7M+$113.4K2026-10-13
Bucket List Wealth Management, LLC
DECREASED18,81619,149-333-2%$3.6M$3.7M+$35.0K2026-10-22
Schear Investment Advisers, LLC
NEW18,761—+18,761——$3.7M—2026-10-14
Tempo Wealth, LLC
INCREASED18,76118,398+363+2%$3.5M$3.7M+$167.2K2026-10-14
MTM Investment Management, LLC
INCREASED18,72018,662+58+0%$3.6M$3.7M+$108.9K2026-10-30
Moors & Cabot, Inc.
INCREASED18,70718,617+90+0%$3.5M$3.7M+$115.0K2026-11-06
David Kennon Inc
INCREASED18,69018,579+111+1%$3.5M$3.7M+$118.9K2026-10-13
Searle & Co.
DECREASED18,63019,330-700-4%$3.7M$3.6M-$35.9K2026-11-04
Markowski Investments
DECREASED18,61618,635-190%$3.6M$3.6M+$93.8K2026-10-30
Odyssey Capital Advisors, Inc.
DECREASED18,58418,744-160-1%$3.6M$3.6M+$66.8K2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED18,54820,132-1,584-8%$3.8M$3.6M-$204.8K2026-10-22
Cedarwood Wealth LLC
INCREASED18,39317,985+408+2%$3.4M$3.6M+$173.8K2026-11-09
City Holding Co
INCREASED18,31315,088+3,225+21%$2.9M$3.6M+$710.2K2026-10-19
Adirondack Trust Co
INCREASED18,30218,260+42+0%$3.5M$3.6M+$103.7K2026-10-14
Fortitude Financial, LLC
INCREASED18,25815,022+3,236+22%$2.9M$3.6M+$712.0K2026-10-19
Kagan Cocozza Asset Management
DECREASED18,19720,283-2,086-10%$3.9M$3.6M-$302.4K2026-10-19
Torrey-Payne Wealth Management, LLC
INCREASED18,17317,907+266+1%$3.4M$3.6M+$145.7K2026-11-09
United Advisor Group, LLC
INCREASED18,16017,127+1,033+6%$3.3M$3.6M+$291.9K2026-11-03
Contravisory Investment Management, Inc.
DECREASED18,13829,233-11,095-38%$5.6M$3.6M-$2.0M2026-10-13
University of Texas S AM Investment Management Co
INCREASED18,07817,701+377+2%$3.4M$3.5M+$166.4K2026-11-03
LVM Capital Management LTD
DECREASED17,98918,372-383-2%$3.5K$3.5M+$3.5M2026-10-20
First National Trust Co
INCREASED17,98716,055+1,932+12%$3.1M$3.5M+$462.2K2026-10-28
Endowment Wealth Management, Inc.
INCREASED17,75214,393+3,359+23%$2.7M$3.5M+$732.7K2026-11-03
Wespac Advisors, LLC
INCREASED17,7128,694+9,018+104%$1.7M$3.5M+$1.8M2026-10-26
Cardinal Point Capital Management ULC
INCREASED17,65114,737+2,914+20%$2.8M$3.5M+$647.2K2026-10-21
Cornerstone Advisory, LLC
DECREASED17,41917,451-320%$3.3M$3.4M+$84.9K2026-11-06
Box Hill Private Wealth LLC
INCREASED17,36816,648+720+4%$3.2M$3.4M+$228.0K2026-10-05
Saxon Interests, Inc.
DECREASED17,33517,387-520%$3.3M$3.4M+$80.8K2026-10-26
MMA Asset Management LLC
DECREASED17,30817,495-187-1%$3.3M$3.4M+$54.9K2026-11-02
IPG Investment Advisors LLC
INCREASED17,1884,247+12,941+305%$809.2K$3.4M+$2.6M2026-10-30
TBH Global Asset Management, LLC
INCREASED17,1876,815+10,372+152%$1.3M$2.3M+$989.3K2026-11-03
Theory Financial LLC
DECREASED17,18430,217-13,033-43%$5.8M$3.4M-$2.4M2026-11-09
Moneco Advisors, LLC
DECREASED17,12117,904-783-4%$3.4M$3.4M-$59.5K2026-11-05
Global Assets Advisory, LLC
INCREASED17,03215,706+1,326+8%$2.9M$3.4M+$494.3K2026-10-28
1834 Investment Advisors Co
DECREASED16,98618,929-1,943-10%$3.6M$3.3M-$281.3K2026-10-16
Strategy Asset Managers LLC
DECREASED16,88317,160-277-2%$3.3M$3.3M+$35.4K2026-10-14
Clark Wealth Partners
INCREASED16,81516,132+683+4%$3.1M$3.3M+$218.1K2026-10-19
Chilton Capital Management LLC
UNCHANGED16,80316,80300%$3.2M$3.3M+$87.9K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED16,71216,911-199-1%$3.2M$3.3M+$49.4K2026-10-28
Fourpath Capital Management, LLC
INCREASED16,70815,607+1,101+7%$3.0M$3.3M+$297.0K2026-10-19
Herbst Group, LLC
DECREASED16,63117,737-1,106-6%$3.4M$3.3M-$123.7K2026-10-20
Capital Advisors, Ltd. LLC
DECREASED16,58518,201-1,616-9%$3.5K$3.2K-$2212026-10-27
Private Trust Co NA
INCREASED16,31014,718+1,592+11%$2.8M$3.2M+$388.5K2026-10-20
Busey Bank
INCREASED16,28116,155+126+1%$3.1M$3.2M+$109.2K2026-10-26
Earned Wealth Advisors, LLC
INCREASED16,20214,849+1,353+9%$2.8M$3.2M+$342.4K2026-11-06
Retireful, LLC
NEW16,139—+16,139——$3.2M—2026-10-09
Black Diamond Financial, LLC
INCREASED16,07715,884+193+1%$3.0M$3.1M+$120.9K2026-10-26
Beacon Capital Management, Inc.
DECREASED16,05016,651-601-4%$3.2M$3.1M-$30.6K2026-10-13
Eastern Bank
DECREASED15,91216,641-729-4%$3.2M$3.1M-$55.7K2026-10-05
BLB&B Advisors, LLC
DECREASED15,88417,700-1,816-10%$3.4M$3.1M-$262.8K2026-10-27
Advocate Investing Services LLC
DECREASED15,85016,050-200-1%$3.1M$3.1M+$44.8K2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED15,82715,462+365+2%$2.9M$3.1M+$152.3K2026-10-22
LVZ, Inc.
INCREASED15,78115,263+518+3%$2.9M$3.1M+$181.2K2026-10-20
CFC Planning Co LLC
DECREASED15,76515,783-180%$3.0M$3.1M+$79.2K2026-10-28
Compass Financial Group, Inc. (Ohio)
DECREASED15,74125,183-9,442-37%$4.8M$3.1M-$1.7M2026-10-19
Acima Private Wealth, LLC
UNCHANGED15,60215,60200%$3.0M$3.1M+$81.6K2026-10-05
RDA Financial Network
DECREASED15,54316,775-1,232-7%$3.2M$3.0M-$153.4K2026-10-15
Advisor OS, LLC
DECREASED15,45516,386-931-6%$3.1M$3.0M-$96.5K2026-11-03
Salem Investment Counselors Inc
DECREASED15,40315,441-380%$2.9M$3.0M+$73.3K2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED15,37315,287+86+1%$2.9M$3.0M+$96.8K2026-10-30
Gold Investment Management Ltd.
DECREASED15,26215,710-448-3%$3.0M$3.0M-$4.6K2026-10-19
Maia Wealth LLC
INCREASED15,21614,822+394+3%$2.8M$3.0M+$154.6K2026-10-19
Independent Wealth Network Inc.
DECREASED15,17015,214-440%$2.9M$3.0M+$70.9K2026-10-19
PKS Advisory Services, LLC
UNCHANGED15,14315,14300%$2.9M$2.9M$02026-10-26
Arrow Financial Corp
UNCHANGED15,11715,11700%$2.9M$3.0M+$79.1K2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED14,9759,682+5,293+55%$1.8M$2.9M+$1.1M2026-10-20
Luminist Capital LLC
INCREASED14,89611,423+3,473+30%$2.2M$2.9M+$762.0K2026-11-10
Graetz Wealth LLC
NEW14,840—+14,840——$2.9M—2026-10-27
Strategic Blueprint, LLC
DECREASED14,73815,178-440-3%$2.9M$2.9M-$6.6K2026-10-22
Sharkey, Howes & Javer
INCREASED14,70314,696+7+0%$2.8M$2.9M+$78.2K2026-10-22
Valen Private Capital, LLC
NEW14,702—+14,702——$2.9M—2026-10-23
Jackson Square Capital, LLC
INCREASED14,6399,800+4,839+49%$1.9M$2.9M+$998.5K2026-10-19
Auxano Advisors, LLC
INCREASED14,57614,574+2+0%$2.8M$2.9M+$76.4K2026-11-06
Objective Capital Management, LLC
DECREASED14,51314,863-350-2%$2.8M$2.8M+$9.2K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED14,51114,558-470%$2.8M$2.8M+$67.0K2026-10-23
Powers Capital, LLC
UNCHANGED14,39014,39000%$2.7M$2.8M+$75.3K2026-11-04
Rhodes Investment Advisors Inc
INCREASED14,37213,113+1,259+10%$2.5M$2.8M+$315.0K2026-10-07
Peterson Wealth Management
INCREASED14,3452,690+11,655+433%$512.4K$2.8M+$2.3M2026-11-06
Optas, LLC
UNCHANGED14,31814,31800%$2.7M$2.8M+$74.9K2026-11-09
Purkiss Capital Advisors LLC
DECREASED14,28615,113-827-5%$2.9M$2.8M-$82.8K2026-11-06
Ndwm LLC
DECREASED14,28514,470-185-1%$2.8M$2.8M+$39.3K2026-11-05
Legacy Edge Advisors, LLC
INCREASED14,16612,472+1,694+14%$2.4M$2.8M+$396.8K2026-11-06
German American Bancorp, Inc.
DECREASED14,08614,105-190%$2.7M$2.8M+$70.1K2026-11-10
Kaizen Financial Strategies
DECREASED13,98014,195-215-2%$2.6M$2.7M+$101.7K2026-10-09
Fragasso Financial Advisors Inc
INCREASED13,94113,927+14+0%$2.7M$2.8M+$117.8K2026-10-13
Marathon Wealth Advisors LLC
INCREASED13,91213,896+16+0%$2.6M$2.7M+$75.7K2026-11-04
Kane Investment Management, Inc.
INCREASED13,82913,813+16+0%$2.6M$2.7M+$75.4K2026-11-09
Scheeler Financial LLC
NEW13,802—+13,802——$2.7M—2026-10-13
Harbor Investment Advisory, LLC
DECREASED13,76915,209-1,440-9%$2.9M$2.7M-$202.3K2026-10-13
Woodard & Co Asset Management Group Inc
INCREASED13,72413,385+339+3%$2.6M$2.7M+$136.4K2026-11-03
Wealthgarden F.S. LLC
DECREASED13,59315,586-1,993-13%$3.0M$2.7M-$308.6K2026-11-09
Argent Trust Co
DECREASED13,47113,641-170-1%$2.6M$2.6M+$38.1K2026-11-09
Bank of New Hampshire
UNCHANGED13,45013,45000%$2.6M$2.6M+$70.3K2026-10-06
Cresta Advisors, Ltd.
DECREASED13,38236,256-22,874-63%$6.9M$2.6M-$4.3M2026-10-14
Sentinel Pension Advisors, LLC
INCREASED13,33013,329+1+0%$2.3M$2.6M+$268.9K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED13,15414,219-1,065-7%$2.7M$2.6M-$134.0K2026-10-08
Equitable Trust Co
DECREASED13,13413,340-206-2%$2.5M$2.6M+$29.4K2026-10-13
Americana Partners, LLC
DECREASED13,12113,701-580-4%$2.6M$2.6M-$41.9K2026-10-28
Legacy Capital Group California, Inc.
INCREASED13,03212,120+912+8%$2.3M$2.6M+$241.9K2026-11-09
Summit Place Financial Advisors, LLC
DECREASED13,02213,922-900-6%$2.7M$2.5M-$103.4K2026-10-23
DT Investment Partners, LLC
UNCHANGED13,02013,02000%$2.5M$2.5M+$68.1K2026-10-27
Guardian Partners Inc.
INCREASED12,9761,382+11,594+839%$263.3K$2.5M+$2.3M2026-10-21
Turtle Creek Wealth Advisors, LLC
DECREASED12,87713,295-418-3%$2.5M$2.5M-$12.3K2026-10-15
YHB Investment Advisors, Inc.
INCREASED12,84110,456+2,385+23%$2.0M$2.5M+$521.4K2026-10-08
Blueprint Investment Partners LLC
INCREASED12,77212,075+697+6%$2.3M$2.5M+$199.6K2026-10-28
Y.D. More Investments Ltd
INCREASED12,74212,442+300+2%$2.4M$2.5M+$124.1K2026-11-02
Whitaker-Myers Wealth Managers, Ltd.
DECREASED12,72916,573-3,844-23%$3.2M$2.5M-$665.8K2026-10-09
Golden State Wealth Management, LLC
INCREASED12,62912,411+218+2%$2.4M$2.5M+$107.5K2026-11-02
Financial Management Professionals, Inc.
INCREASED12,525305+12,220+4007%$58.1K$2.5M+$2.4M2026-10-23
Barings LLC
DECREASED12,42412,444-200%$2.4M$2.4M+$61.2K2026-10-22
Beacon Bank & Trust
UNCHANGED12,41012,41000%$2.4M$2.4M+$64.9K2026-10-27
WealthPlan Investment Management, LLC
DECREASED12,39114,971-2,580-17%$2.9M$2.4M-$426.8K2026-10-15
Greenleaf Trust
UNCHANGED12,39112,39100%$2.4M$2.4M+$64.8K2026-10-29
KDK Private Wealth Management, LLC
UNCHANGED12,28712,28700%$2.3M$2.4M+$64.3K2026-11-03
Prairie Advisory, LLC
INCREASED12,2766,137+6,139+100%$1.2M$2.4M+$1.2M2026-10-19
M Holdings Securities, Inc.
INCREASED12,24111,849+392+3%$2.2K$2.2K+$162026-11-03
Ifrah Financial Services, Inc.
DECREASED12,23712,380-143-1%$2.4M$2.4M+$36.7K2026-10-13
Founders Financial Alliance, LLC
DECREASED12,22312,333-110-1%$2.3M$2.4M+$42.7K2026-11-10
Annex Advisory Services, LLC
INCREASED12,22312,214+9+0%$2.3M$2.4M+$65.7K2026-10-16
Koss-Olinger Consulting, LLC
DECREASED12,13217,688-5,556-31%$3.4M$2.4M-$995.2K2026-11-10
August Group Capital Ltd
UNCHANGED12,13012,13000%$2.3M$2.4M+$63.4K2026-10-14
World Equity Group, Inc.
DECREASED12,10515,111-3,006-20%$2.9M$2.4M-$509.3K2026-10-14
Finward Bancorp
INCREASED12,08011,899+181+2%$2.3M$2.4M+$97.7K2026-10-14
Maltin Wealth Management, Inc.
DECREASED12,05912,220-161-1%$2.3M$2.4M+$32.4K2026-10-13
Lionshead Wealth Management, LLC
UNCHANGED11,94211,94200%$2.3M$2.3M+$62.5K2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED11,89012,294-404-3%$2.3M$2.3M-$14.7K2026-11-03
Gilliland Jeter Wealth Management LLC
DECREASED11,85312,153-300-2%$2.3M$2.3M+$4.9K2026-10-28
Wealth Architects, LLC
UNCHANGED11,80411,80400%$2.2M$2.3M+$61.7K2026-11-03
Swmg, LLC
INCREASED11,79610,646+1,150+11%$2.0M$2.2M+$196.2K2026-10-23
Heritage OAK Wealth Advisors LLC
DECREASED11,77712,493-716-6%$2.4M$2.3M-$74.8K2026-10-14
1900 Wealth Management LLC
DECREASED11,76311,835-72-1%$2.3M$2.3M+$47.8K2026-10-13
One Day In July LLC
DECREASED11,73912,011-272-2%$2.3M$2.3M+$9.6K2026-10-30
Chicago Trust Co NA
DECREASED11,70612,592-886-7%$2.4M$2.3M-$107.6K2026-10-28
Toews Corp
INCREASED11,7008,700+3,000+34%$1.7M$2.3M+$632.8K2026-11-09
Rational Advisors, Inc.
INCREASED11,6006,000+5,600+93%$1.1M$2.3M+$1.1M2026-11-02
Smithbridge Asset Management Inc
INCREASED11,58810,888+700+6%$2.1M$2.3M+$194.0K2026-10-19
KPP Advisory Services LLC
DECREASED11,58211,666-84-1%$2.2M$2.3M+$44.6K2026-10-26
Lebenthal Global Advisors, LLC
DECREASED11,48412,158-674-6%$2.3M$2.2M-$68.4K2026-10-28
Correct Capital Wealth Management
INCREASED11,46911,295+174+2%$2.2M$2.2M+$93.2K2026-11-02
Marco Investment Management LLC
INCREASED11,43311,272+161+1%$2.1M$2.2M+$90.5K2026-11-09
Fulton Breakefield Broenniman LLC
DECREASED11,36811,397-290%$2.2M$2.2M+$53.9K2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
NEW11,364—+11,364——$2.2M—2026-10-15
Element Pointe Advisors, LLC
INCREASED11,34310,986+357+3%$2.1M$2.2M+$127.3K2026-10-21
GenTrust, LLC
DECREASED11,32715,469-4,142-27%$2.9M$2.2M-$729.9K2026-11-06
Indiana Trust & Investment Management Co
INCREASED11,2692,044+9,225+451%$389.4K$2.2M+$1.8M2026-10-22
Coldstream Capital Management Inc
INCREASED11,18610,975+211+2%$2.1M$2.2M+$98.9K2026-11-09
Pathway Financial Advisors LLC
DECREASED11,17711,202-250%$2.0M$2.2M+$164.9K2026-10-07
Fjell Capital, LLC
INCREASED11,16310,438+725+7%$2.0M$2.2M+$196.3K2026-10-13
Wealth Advisory Solutions, LLC
DECREASED11,16111,303-142-1%$2.2M$2.2M+$31.3K2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED11,15410,497+657+6%$2.0M$2.2M+$183.5K2026-10-13
R2 Capital Strategies, LLC
INCREASED11,13910,834+305+3%$2.1M$2.2M+$116.4K2026-10-15
Ehrlich Financial Group
DECREASED11,13811,554-416-4%$2.2M$2.2M-$21.0K2026-10-20
Richmond Investment Services, LLC
DECREASED11,09511,159-64-1%$2.1M$2.2M+$45.9K2026-10-29
Cookson Peirce & Co Inc
INCREASED11,05610,848+208+2%$2.1M$2.2M+$97.5K2026-10-30
Xcel Wealth Management, LLC
DECREASED11,02911,159-130-1%$2.1M$2.2M+$32.9K2026-10-26
Lpwm LLC
INCREASED11,02210,988+34+0%$2.1M$2.2M+$64.1K2026-10-20
Armor Investment Advisors, LLC
DECREASED11,02111,983-962-8%$2.3M$2.2M-$125.6K2026-10-27
Certified Advisory Corp
DECREASED10,91812,612-1,694-13%$2.4M$2.1M-$265.6K2026-10-29
United Community Bank
DECREASED10,91711,297-380-3%$2.2M$2.1M-$15.3K2026-10-28
NTV Asset Management LLC
DECREASED10,87911,024-145-1%$2.1M$2.1M+$29.3K2026-10-23
Blue Capital, Inc.
INCREASED10,8638,255+2,608+32%$1.6M$2.1M+$553.8K2026-10-13
Highland Capital Management, LLC
INCREASED10,85210,672+180+2%$2.0M$2.1M+$91.1K2026-10-26
Pettinga Financial Advisors LLC
INCREASED10,8381,118+9,720+869%$213.0K$2.1M+$1.9M2026-10-13
626 Financial, LLC
INCREASED10,82810,824+4+0%$2.1M$2.1M+$57.4K2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED10,81010,81000%$2.1M$2.1M+$56.6K2026-10-09
Cyndeo Wealth Partners, LLC
DECREASED10,73610,768-320%$2.1M$2.1M+$50.2K2026-10-16
Atlas Private Wealth Advisors
DECREASED10,71111,153-442-4%$2.1M$2.1M-$28.1K2026-10-23
Alterna Wealth Management, Inc
DECREASED10,67815,390-4,712-31%$2.9M$2.1M-$841.9K2026-10-27
Fiduciary Alliance LLC
DECREASED10,64010,962-322-3%$2.1M$2.1M-$5.8K2026-10-13
Garde Capital, Inc.
INCREASED10,56410,549+15+0%$2.0M$2.1M+$58.1K2026-10-29
Trust Co of Oklahoma
DECREASED10,53410,561-270%$2.0M$2.1M+$49.9K2026-10-15
King Luther Capital Management Corp
DECREASED10,49211,826-1,334-11%$2.3M$2.1M-$199.3K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED10,48310,517-340%$2.0M$2.1M+$48.3K2026-10-05
Gamma Investing LLC
INCREASED10,46810,140+328+3%$1.9M$2.0M+$117.2K2026-10-08
Nemes Rush Group LLC
INCREASED10,37810,369+9+0%$2.0M$2.0M+$56.0K2026-11-04
Independence Bank of Kentucky
DECREASED10,34010,480-140-1%$2.0M$2.0M+$27.4K2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW10,307—+10,307——$2.0M—2026-10-16
Flywheel Private Wealth LLC
INCREASED10,2888,687+1,601+18%$1.7M$2.0M+$358.6K2026-11-02
Chemistry Wealth Management LLC
INCREASED10,27610,275+1+0%$2.0M$2.0M+$53.8K2026-10-16
Hilltop National Bank
UNCHANGED10,15410,15400%$1.9M$2.0M+$53.1K2026-10-14
Calamos Wealth Management LLC
DECREASED10,13811,638-1,500-13%$2.2M$2.0M-$232.8K2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED10,12210,362-240-2%$2.0M$2.0M+$7.2K2026-10-29
Newman Dignan & Sheerar, Inc.
INCREASED10,12210,121+1+0%$1.9M$2.0M+$53.2K2026-10-21
Ackerman Asset Management, LLC
INCREASED10,0079,992+15+0%$1.9M$2.0M+$55.2K2026-11-09
Peoples Bank
DECREASED9,97710,382-405-4%$2.0M$2.0M-$25.0K2026-10-09
Cane Capital Partners, LLC
INCREASED9,9749,474+500+5%$1.8M$2.0M+$147.4K2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED9,8049,803+1+0%$1.9M$1.9M+$51.4K2026-11-02
Penobscot Wealth Management
DECREASED9,79510,159-364-4%$1.9M$1.9M-$18.2K2026-10-21
Noesis Capital Mangement Corp
DECREASED9,73111,231-1,500-13%$2.1M$1.9M-$234.9K2026-10-26
UMB Bank, n.a.
UNCHANGED9,7289,72800%$1.9M$1.9M+$50.9K2026-11-06
Sagespring Wealth Partners, LLC
DECREASED9,7049,906-202-2%$1.9M$1.9M+$12.2K2026-10-22
Essex Bank
DECREASED9,7009,750-50-1%$1.9M$1.9M+$41.2K2026-10-16
Quadrant Private Wealth Management, LLC
INCREASED9,6879,683+4+0%$1.8M$1.9M+$51.5K2026-11-04
ProVise Management Group, LLC
DECREASED9,66210,611-949-9%$2.0M$1.9M-$130.3K2026-11-06
MN Wealth Advisors, LLC
INCREASED9,6439,364+279+3%$1.8M$1.9M+$103.6K2026-10-23
Matthew Goff Investment Advisor, LLC
INCREASED9,6179,604+13+0%$1.8M$1.9M+$52.7K2026-10-13
Bridges Investment Management Inc
NEW9,597—+9,597——$1.9M—2026-11-10
Grantvest Financial Group LLC
DECREASED9,5829,739-157-2%$1.9M$1.9M+$20.2K2026-10-21
Wagner Wealth Management, Corp
INCREASED9,5749,129+445+5%$1.7M$1.9M+$134.9K2026-10-20
Biltmore Family Office, LLC
INCREASED9,5749,250+324+4%$1.8M$1.9M+$111.7K2026-11-03
HCR Wealth Advisors
UNCHANGED9,5659,56500%$1.8M$1.9M+$50.0K2026-10-15
Welch Group, LLC
INCREASED9,5627,192+2,370+33%$1.4M$1.9M+$501.6K2026-10-29
True Private Wealth Advisors
DECREASED9,53810,045-507-5%$1.9M$1.9M-$46.5K2026-10-19
Gateway Investment Advisers LLC
INCREASED9,5284,692+4,836+103%$893.9K$1.9M+$971.2K2026-10-13
Goelzer Investment Management, Inc.
INCREASED9,5249,136+388+4%$1.7M$1.9M+$123.8K2026-10-16
Whitener Capital Management, Inc.
INCREASED9,5089,311+197+2%$1.8M$1.9M+$87.3K2026-10-15
Global Wealth Management Investment Advisory, Inc.
DECREASED9,4749,993-519-5%$1.9M$1.9M-$49.3K2026-11-04
Samalin Investment Counsel, LLC
INCREASED9,4599,453+6+0%$1.8M$1.9M+$50.5K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED9,4389,532-94-1%$1.8M$1.8M+$31.5K2026-10-21
Triangle Securities Wealth Management
DECREASED9,3909,460-70-1%$1.8M$1.8M+$35.8K2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED9,34410,299-955-9%$2.0M$1.8M-$133.1K2026-10-22
Sherry Group, Inc.
INCREASED9,2779,172+105+1%$1.7M$1.8M+$115.4K2026-10-09
Fearless Solutions, LLC dba Best Invest
DECREASED9,2609,314-54-1%$1.8M$1.8M+$38.1K2026-10-14
HUB Investment Partners, LLC
INCREASED9,2468,871+375+4%$1.7M$1.8M+$119.7K2026-11-03
Concord Wealth Partners
DECREASED9,1829,198-160%$1.8M$1.8M+$44.8K2026-11-02
Parisi Gray Wealth Management
INCREASED9,1209,119+1+0%$1.7M$1.8M+$48.0K2026-10-16
High Net Worth Advisory Group LLC
INCREASED9,1198,462+657+8%$1.6M$1.8M+$172.9K2026-10-26
Schmidt P J Investment Management Inc
INCREASED9,1088,962+146+2%$1.7M$1.8M+$75.5K2026-11-02
New England Private Wealth Advisors LLC
INCREASED9,0949,086+8+0%$1.6M$1.8M+$182.0K2026-10-19
Q3 Asset Management
DECREASED9,05528,699-19,644-68%$5.5M$1.8K-$5.5M2026-11-06
American Institute for Advanced Investment Management, LLP
UNCHANGED9,0509,05000%$1.7M$1.8M+$47.3K2026-11-03
Eagle Wealth Advisors LLC
UNCHANGED9,0299,02900%$1.7M$1.8M+$47.2K2026-10-20
Polaris Investment Advisors, LLC
DECREASED9,0129,480-468-5%$1.8M$1.8M-$42.0K2026-10-20
CVS Health Corp
NEW9,000—+9,000——$1.8M—2026-11-05
Compagnie Lombard Odier SCmA
DECREASED8,99510,425-1,430-14%$2.0M$1.8M-$225.4K2026-11-04
BIP Wealth, LLC
INCREASED8,9548,406+548+7%$1.6M$1.8M+$151.1K2026-10-22
Edgestream Partners, L.P.
INCREASED8,9213,053+5,868+192%$581.7K$1.7M+$1.2M2026-11-10
Plante Moran Financial Advisors, LLC
INCREASED8,9187,999+919+11%$1.5M$1.7M+$221.9K2026-11-04
Concord Asset Management, LLC
DECREASED8,9119,001-90-1%$1.7M$1.7M+$29.5K2026-11-02
McGuire Investment Group, LLC
DECREASED8,8898,948-59-1%$1.7M$1.7M+$35.2K2026-10-23
First Financial Bankshares Inc
NEW8,820—+8,820——$1.7M—2026-11-10
Signature Wealth Management Partners, LLC
UNCHANGED8,8168,81600%$1.7M$1.7M+$46.1K2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED8,7919,127-336-4%$1.7M$1.7M-$18.0K2026-10-23
Smith Salley Wealth Management
INCREASED8,7767,955+821+10%$1.5M$1.7M+$202.3K2026-11-03
Capital Square, LLC
DECREASED8,7218,755-340%$1.6M$1.7M+$80.6K2026-10-19
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED8,7008,70000%$1.6M$1.6M+$45.0K2026-10-21
Ellis Investment Partners, LLC
INCREASED8,6978,191+506+6%$1.6M$1.7M+$141.7K2026-10-21
Solstein Capital, LLC
DECREASED8,6798,721-420%$1.7M$1.7M+$37.4K2026-11-02
Jm2 Capital Inc.
DECREASED8,6588,691-330%$1.7M$1.7M+$39.0K2026-10-14
Coyle Financial Counsel LLC
DECREASED8,6378,638-10%$1.6M$1.7M+$45.0K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED8,6248,080+544+7%$1.5M$1.7M+$148.6K2026-10-14
Hardy Reed LLC
UNCHANGED8,6248,62400%$1.6M$1.7M+$45.1K2026-11-06
SeaBridge Investment Advisors LLC
DECREASED8,6108,720-110-1%$1.7M$1.7M+$24.1K2026-11-02
Facet Wealth, Inc.
INCREASED8,5216,978+1,543+22%$1.3M$1.7M+$338.5K2026-11-04
Everett Harris & Co
DECREASED8,5088,808-300-3%$1.7M$1.7M-$12.7K2026-10-28
Brandywine OAK Private Wealth LLC
INCREASED8,5078,246+261+3%$1.6M$1.7M+$94.3K2026-10-23
Tanglewood Wealth Management, Inc.
DECREASED8,4848,999-515-6%$1.7M$1.7M-$53.7K2026-10-23
Elco Management Co., LLC
UNCHANGED8,4818,48100%$1.6M$1.7M+$44.4K2026-10-14
Brady Family Wealth, LLC
DECREASED8,4518,505-54-1%$1.6M$1.7M+$33.9K2026-11-02
Amplius Wealth Advisors, LLC
INCREASED8,4506,398+2,052+32%$1.2M$1.7M+$435.1K2026-10-20
Global View Capital Management LLC
INCREASED8,4435,177+3,266+63%$986.3K$1.7M+$666.4K2026-10-28
Delta Investment Management, LLC
INCREASED8,3898,333+56+1%$1.6M$1.6M+$54.6K2026-11-09
Perryman Financial Advisory Inc
INCREASED8,3888,234+154+2%$1.6M$1.6M+$73.2K2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED8,36810,604-2,236-21%$2.0M$1.6M-$382.2K2026-10-26
Aspiriant, LLC
INCREASED8,3597,516+843+11%$1.4M$1.6M+$204.3K2026-10-16
Altus Wealth Group LLC
UNCHANGED8,3308,33000%$1.6M$1.6M+$43.6K2026-10-20
Pension & Wealth Management Advisors, Inc.
DECREASED8,2778,337-60-1%$1.6M$1.6M+$31.8K2026-10-16
Seelaus Asset Management LLC
DECREASED8,2708,670-400-5%$1.7M$1.6M-$33.0K2026-10-14
LVW Advisors, LLC
UNCHANGED8,2588,25800%$1.6M$1.6M+$43.2K2026-10-19
Selective Wealth Management, Inc.
DECREASED8,2169,476-1,260-13%$1.7M$1.6M-$109.5K2026-10-16
John W. Brooker & Co., CPAs
INCREASED8,1997,651+548+7%$1.5M$1.6M+$147.3K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED8,1797,966+213+3%$1.5M$1.6M+$83.2K2026-10-13
Diversified Enterprises, LLC
INCREASED8,1657,874+291+4%$1.5M$1.6M+$98.3K2026-10-19
HRC Wealth Management, LLC
INCREASED8,1377,238+899+12%$1.4M$1.6M+$213.7K2026-10-16
Welch & Forbes LLC
UNCHANGED8,1258,12500%$1.5M$1.6M+$42.5K2026-11-04
McAdam, LLC
DECREASED8,1119,469-1,358-14%$1.8M$1.6M-$216.4K2026-10-21
Raab & Moskowitz Asset Management LLC
DECREASED8,0978,924-827-9%$1.7M$1.6M-$115.2K2026-11-02
Hobart Private Capital, LLC
DECREASED8,0938,095-20%$1.5M$1.6M+$41.9K2026-10-19
Summit Financial Consulting LLC
INCREASED8,0767,921+155+2%$1.5M$1.6M+$71.8K2026-10-15
Financial & Tax Architects, LLC
INCREASED8,0427,568+474+6%$1.4M$1.6M+$132.4K2026-10-15
Birch Hill Investment Advisors LLC
DECREASED8,0378,061-240%$1.5M$1.6M+$37.5K2026-10-16
Dynamic Wealth Strategies, LLC
INCREASED8,0347,990+44+1%$1.5M$1.6M+$50.4K2026-10-16
Sather Financial Group Inc
DECREASED8,0338,491-458-5%$1.6M$1.6M-$45.2K2026-10-30
Winthrop Advisory Group LLC
DECREASED8,0299,232-1,203-13%$1.8M$1.6M-$187.2K2026-10-22
AA Financial Advisors, LLC
INCREASED8,0027,689+313+4%$1.5M$1.6M+$101.5K2026-10-19
Compass Capital Management, Inc
NEW8,000—+8,000——$1.6M—2026-11-06
Princeton Global Asset Management LLC
DECREASED7,9838,073-90-1%$1.5M$1.6M+$24.6K2026-10-21
Rossby Financial, LCC
DECREASED7,9747,997-230%$1.5M$1.6M+$37.4K2026-11-05
Jacobi Capital Management LLC
INCREASED7,9377,839+98+1%$1.5M$1.6M+$60.3K2026-11-05
First International Bank of Israel Ltd.
INCREASED7,9367,596+340+4%$1.4M$1.6M+$106.3K2026-11-04
Nadler Financial Group, Inc.
DECREASED7,9279,297-1,370-15%$1.8M$1.6M-$219.6K2026-10-23
HBK Sorce Advisory LLC
DECREASED7,8967,926-300%$1.5M$1.3M-$191.2K2026-11-06
Signaturefd, LLC
DECREASED7,8918,121-230-3%$1.5M$1.5M-$2.6K2026-10-23
River Wealth Advisors LLC
DECREASED7,8528,566-714-8%$1.6M$1.5M-$95.0K2026-11-09
Delta Capital Management LLC
UNCHANGED7,8507,85000%$1.5K$1.5K+$412026-10-16
Forza Wealth Management, LLC
UNCHANGED7,8107,81000%$1.5M$1.5M+$40.8K2026-10-20
CIBC Asset Management Inc
UNCHANGED7,8057,80500%$1.5M$1.5M+$40.6K2026-11-05
Deutsche Bank Ag\
DECREASED7,7888,197-409-5%$1.6M$1.5M-$37.2K2026-11-06
Investment Management Corp
INCREASED7,7877,265+522+7%$1.4M$1.5M+$140.1K2026-11-03
Sapient Capital LLC
INCREASED7,7707,518+252+3%$1.4M$1.5M+$88.6K2026-10-08
Benchmark Financial Wealth Advisors, LLC
INCREASED7,7707,538+232+3%$1.4M$1.5M+$84.8K2026-10-20
Autumn Glory Partners, LLC
DECREASED7,7417,765-240%$1.5M$1.5M+$36.0K2026-10-26
Beaton Management Co. Inc.
DECREASED7,7307,830-100-1%$1.5M$1.5K-$1.5M2026-11-09
Traynor Capital Management, Inc.
INCREASED7,7177,344+373+5%$1.4M$1.5M+$111.5K2026-10-29
Beacon Financial Advisory LLC
INCREASED7,7137,711+2+0%$1.5M$1.5M+$40.6K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED7,67910,494-2,815-27%$2.0M$1.5M-$496.2K2026-10-21
Aviance Capital Partners, LLC
INCREASED7,6727,196+476+7%$1.4M$1.5M+$130.7K2026-10-29
Carret Asset Management, LLC
DECREASED7,6598,008-349-4%$1.5M$1.5M-$26.4K2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED7,6187,61800%$1.5M$1.5M+$39.8K2026-11-04
Lowe Brockenbrough & Co Inc
INCREASED7,5901,492+6,098+409%$284.3K$1.5M+$1.2M2026-11-09
OFS Enterprise LLC
INCREASED7,5897,574+15+0%$1.4M$1.5M+$42.5K2026-10-16
Ballast Rock Private Wealth LLC
DECREASED7,5597,661-102-1%$1.5M$1.5M+$20.1K2026-10-26
First National Bank of Mount Dora, Trust Investment Services
DECREASED7,5567,780-224-3%$1.5M$1.5M-$3.2K2026-10-21
Aries Wealth Management
UNCHANGED7,5467,54600%$1.4M$1.5M+$39.5K2026-10-23
Sawgrass Asset Management LLC
UNCHANGED7,5427,54200%$1.4M$1.5M+$39.4K2026-11-03
Root Financial Partners, LLC
INCREASED7,5386,392+1,146+18%$1.2M$1.5M+$257.8K2026-10-21
Childress Capital Advisors, LLC
INCREASED7,5376,244+1,293+21%$1.2M$1.5M+$285.8K2026-10-28
Three Magnolias Financial Advisors, LLC
DECREASED7,48210,482-3,000-29%$2.0M$1.5M-$532.4K2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED7,4827,457+25+0%$1.4M$1.5M+$43.9K2026-10-15
Hill Island Financial LLC
UNCHANGED7,4307,43000%$1.4M$1.5M+$38.9K2026-10-20
Lunt Capital Management, Inc.
NEW7,387—+7,387——$1.4M—2026-10-30
Financial Partners Group, Inc
DECREASED7,2977,917-620-8%$1.5M$1.4M-$79.9K2026-10-19
Saxony Capital Management, LLC
UNCHANGED7,2807,28000%$1.4M$1.4M+$38.1K2026-10-15
Sovran Advisors, LLC
INCREASED7,2756,549+726+11%$1.1M$1.4M+$252.6K2026-11-02
Basso Capital Management, L.P.
NEW7,153—+7,153——$1.4M—2026-10-30
Kaydan Wealth Management, Inc.
DECREASED7,1358,585-1,450-17%$1.6M$1.4M-$238.9K2026-10-08
Beaumont Financial Advisors, LLC
DECREASED7,1247,577-453-6%$1.4M$1.4M-$49.0K2026-10-22
PDS Planning, Inc
DECREASED7,1158,175-1,060-13%$1.6M$1.4M-$164.7K2026-11-03
Ascent Group, LLC
DECREASED7,1137,634-521-7%$1.5M$1.4M-$62.1K2026-10-30
Warner Financial, Inc
UNCHANGED7,0977,09700%$1.4M$1.4M+$37.2K2026-11-06
Lewis Asset Management, LLC
DECREASED7,0737,183-110-2%$1.4M$1.4M+$15.9K2026-10-14
Investment Management Trust, LLC
INCREASED7,0384,181+2,857+68%$796.7K$1.4M+$581.1K2026-11-05
Breakwater Capital Group
INCREASED7,0356,886+149+2%$1.3M$1.4M+$65.2K2026-10-09
First Community Trust NA
UNCHANGED7,0207,02000%$1.3M$1.4M+$36.7K2026-10-07
Rossmore Private Capital
DECREASED7,0197,032-130%$1.3M$1.4M+$34.2K2026-10-27
Clear Trail Advisors, LLC
UNCHANGED7,0007,00000%$1.3M$1.4M+$36.6K2026-10-20
Investmark Advisory Group LLC
INCREASED6,9986,734+264+4%$1.3M$1.4M+$87.0K2026-10-27
Everest Financial Group LLC
INCREASED6,9756,924+51+1%$1.3M$1.4M+$46.2K2026-11-06
Global Strategic Investment Solutions, LLC
UNCHANGED6,9696,96900%$1.3M$1.4M+$36.4K2026-10-16
Aspen Investment Management Inc
DECREASED6,9547,144-190-3%$1.4K$1.4K$02026-11-05
Councilmark Asset Management, LLC
UNCHANGED6,9406,94000%$1.3M$1.4M+$36.3K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED6,9016,200+701+11%$1.2M$1.4M+$169.6K2026-10-22
Access Financial Services, Inc.
DECREASED6,8937,080-187-3%$1.3M$1.3M+$4232026-11-09
Evergreen Capital Management LLC
UNCHANGED6,8786,87800%$1.3M$1.3M+$36.0K2026-10-23
Northeast Investment Management
UNCHANGED6,8766,87600%$1.3M$1.3M+$36.0K2026-10-30
Elmwood Wealth Management, Inc.
INCREASED6,8746,771+103+2%$1.3M$1.3M+$55.6K2026-10-14
Spartan Planning & Wealth Management
INCREASED6,8576,378+479+8%$1.2M$1.3M+$127.1K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED6,8416,924-83-1%$1.3M$1.3M+$19.9K2026-10-19
Hubbell Strickland Wealth Management, LLC
INCREASED6,8056,802+3+0%$1.3M$1.3M+$36.3K2026-10-29
BCS Wealth Management
UNCHANGED6,7396,73900%$1.3M$1.3M+$35.2K2026-11-03
WP Advisors, LLC
INCREASED6,7285,295+1,433+27%$1.0M$1.3M+$308.3K2026-10-22
PUREfi Wealth, LLC
UNCHANGED6,7206,72000%$1.3M$1.3M+$35.1K2026-10-19
Pines Wealth Management, LLC
DECREASED6,6826,744-62-1%$1.3M$1.3M+$23.1K2026-10-21
Larry Mathis Financial Planning, LLC
DECREASED6,65512,587-5,932-47%$2.4M$1.3M-$1.1M2026-10-26
Forbes Financial Planning, Inc.
DECREASED6,6546,936-282-4%$1.3M$1.3M-$18.9K2026-10-23
Mascagni Wealth Management, Inc.
INCREASED6,6456,641+4+0%$1.3M$1.3M+$35.4K2026-10-23
Bayban
UNCHANGED6,5746,57400%$1.3M$1.3M$02026-11-05
Clear Harbor Asset Management, LLC
INCREASED6,5546,294+260+4%$1.2M$1.3M+$83.9K2026-11-05
Insight Advisors, LLC/ PA
INCREASED6,5296,400+129+2%$1.2M$1.3M+$58.6K2026-10-22
Obermeyer Wealth Partners
INCREASED6,5236,408+115+2%$1.2M$1.3M+$56.1K2026-10-21
Portfolio Resources Advisor Group, Inc.
INCREASED6,5196,072+447+7%$1.2M$1.3M+$119.3K2026-10-20
Dale Q Rice Investment Management Ltd
DECREASED6,5076,521-140%$1.2M$1.3M+$31.4K2026-10-09
Tranquility Partners, LLC
DECREASED6,5016,957-456-7%$1.3M$1.3M-$52.8K2026-10-20
Bangor Savings Bank
INCREASED6,4836,361+122+2%$1.2M$1.3M+$57.2K2026-10-06
Klingman & Associates, LLC
DECREASED6,4746,530-56-1%$1.2M$1.3M+$23.2K2026-10-20
Family Capital Management, Inc.
DECREASED6,4716,895-424-6%$1.3M$1.3M-$46.9K2026-11-03
Townsend Asset Management Corp
INCREASED6,4446,360+84+1%$1.2M$1.3M+$49.5K2026-10-29
Waystone Advisors LLC
UNCHANGED6,4116,41100%$1.2M$1.2M$02026-10-16
Sound Income Strategies, LLC
DECREASED6,3936,582-189-3%$1.3M$1.3M+$10.5K2026-10-09
Pictet North America Advisors SA
UNCHANGED6,3746,37400%$1.2M$1.2M+$33.3K2026-10-21
CPC Advisors, LLC
UNCHANGED6,3746,37400%$1.2M$1.2M+$33.3K2026-10-21
DDD Partners, LLC
DECREASED6,3506,651-301-5%$1.3M$1.2M-$24.1K2026-11-02
Banque Pictet & CIE SA
UNCHANGED6,2806,28000%$1.2M$1.2M+$32.8K2026-10-16
Boston Trust Walden Corp
DECREASED6,2726,302-300%$1.2M$1.2M+$27.1K2026-10-30
Activest Wealth Management
DECREASED6,2667,311-1,045-14%$1.4M$1.2M-$166.2K2026-10-15
Silverlake Wealth Management LLC
DECREASED6,1797,008-829-12%$1.3M$1.2M-$125.6K2026-10-21
DSG Capital Advisors, LLC
UNCHANGED6,1746,17400%$1.1M$1.2M+$74.9K2026-11-05
Vectors Research Management, LLC
INCREASED6,1535,230+923+18%$996.3K$1.2M+$208.0K2026-11-09
Arta Finance Wealth Management LLC
INCREASED6,1183,043+3,075+101%$579.8K$1.2M+$617.8K2026-10-28
Moulton Wealth Management, Inc
DECREASED6,06826,921-20,853-77%$5.0M$1.2M-$3.8M2026-10-13
Acorn Financial Advisory Services Inc
UNCHANGED6,0646,06400%$1.2M$1.2M+$31.7K2026-11-02
Gallacher Capital Management LLC
DECREASED6,0578,748-2,691-31%$1.7M$1.2M-$481.0K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED6,0485,995+53+1%$1.1M$1.2K-$1.1M2026-11-04
GR Financial Group, LLC
NEW6,012—+6,012——$1.2M—2026-10-27
Midland Wealth Advisors, LLC
DECREASED6,0066,326-320-5%$1.2M$1.2M-$29.6K2026-10-26
Oxler Private Wealth LLC
INCREASED5,9825,976+6+0%$1.1M$1.2M+$32.5K2026-10-21
Archer Investment Corp
DECREASED5,9546,048-94-2%$1.2M$1.2M+$13.3K2026-11-05
Private Client Services, LLC
INCREASED5,9205,702+218+4%$1.1M$1.2M+$72.5K2026-10-02
Astra Wealth Partners LLC
DECREASED5,8876,275-388-6%$1.2M$1.2M-$43.2K2026-11-06
Milestone Asset Management, LLC
DECREASED5,8847,258-1,374-19%$1.4M$1.2M-$231.1K2026-10-15
Emergent Wealth Advisors, LLC
DECREASED5,86728,588-22,721-79%$5.0M$1.1M-$3.8M2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED5,8365,831+5+0%$1.1M$1.1M+$31.3K2026-10-13
Arista Wealth Management, LLC
INCREASED5,8195,814+5+0%$1.1M$1.1M+$31.4K2026-10-29
Nvwm, LLC
DECREASED5,7905,827-37-1%$1.1M$1.1M+$23.2K2026-10-14
Charles Schwab Trust Co
UNCHANGED5,7895,78900%$1.1M$1.1M+$30.3K2026-10-15
City Center Advisors, LLC
INCREASED5,7815,558+223+4%$1.1M$1.1M+$72.7K2026-10-08
Kingsbury Capital Investment Advisors LLC
DECREASED5,7776,556-779-12%$1.2M$1.1M-$118.2K2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED5,7755,605+170+3%$1.1M$1.1M+$62.6K2026-10-26
Embree Financial Group
DECREASED5,7665,905-139-2%$1.1M$1.1M+$3.7K2026-10-22
Sweeney & Michel, LLC
DECREASED5,7656,011-246-4%$1.1M$1.1M-$1.4K2026-10-16
MBL Wealth, LLC
INCREASED5,7234,993+730+15%$951.3K$1.1M+$169.0K2026-10-22
Integrated Financial Solutions, Inc.
INCREASED5,7225,719+3+0%$1.1M$1.1M+$30.4K2026-10-09
North Capital, Inc.
UNCHANGED5,7045,70400%$1.1M$1.1M+$32.9K2026-10-16
Eddie Patel Inc
NEW5,703—+5,703——$1.1M—2026-11-02
Genesis Private Wealth, LLC
INCREASED5,6815,484+197+4%$1.0M$1.1M+$67.2K2026-11-02
Wealth Group Ltd
INCREASED5,6665,274+392+7%$1.0M$1.1M+$127.2K2026-10-07
Farmers & Merchants Investments Inc
DECREASED5,6555,691-36-1%$1.1M$1.1M+$22.7K2026-10-22
Colonial River Investments, LLC
DECREASED5,6346,323-689-11%$1.2M$1.1M-$101.8K2026-10-19
Rebalance, LLC
INCREASED5,6255,620+5+0%$1.1M$1.1M+$30.4K2026-10-22
Financial Freedom, LLC
DECREASED5,5966,192-596-10%$1.2M$1.1M-$84.3K2026-11-06
Private Wealth Partners, LLC
UNCHANGED5,5865,58600%$1.1M$1.1M+$29.2K2026-10-22
Tableaux LLC
UNCHANGED5,5825,58200%$1.1M$1.1M+$29.2K2026-10-23
Armstrong Advisory Group, Inc
INCREASED5,5665,003+563+11%$953.2K$1.1M+$136.2K2026-10-09
McElhenny Sheffield Capital Management, LLC
INCREASED5,5625,344+218+4%$1.0M$1.1M+$70.6K2026-11-06
Crescent Sterling, Ltd.
INCREASED5,5555,282+273+5%$1.0M$1.1M+$81.0K2026-10-16
TAGStone Capital, Inc.
INCREASED5,5425,541+1+0%$1.1M$1.1M+$29.0K2026-11-09
Roof Eidam Maycock Peralta, LLC
UNCHANGED5,5205,52000%$1.1M$1.1M+$28.9K2026-10-15
Ignite Planners, LLC
DECREASED5,5026,219-717-12%$1.2M$1.1M-$107.9K2026-10-14
Goodman Advisory Group, LLC
DECREASED5,4815,865-384-7%$1.1M$1.1M-$44.5K2026-11-02
Cape Investment Advisory, Inc.
INCREASED5,4574,535+922+20%$864.0K$1.1M+$204.3K2026-10-13
Guardian Capital, LLC
DECREASED5,4435,752-309-5%$1.1M$1.1M-$30.4K2026-11-06
Ackerman Capital Advisors, LLC
UNCHANGED5,4385,43800%$1.0M$1.1M+$28.4K2026-10-30
Endeavor Private Wealth, Inc.
DECREASED5,4226,473-1,051-16%$1.2M$1.1M-$172.0K2026-11-05
Platform Technology Partners
INCREASED5,4165,263+153+3%$1.0M$1.1M+$57.5K2026-11-02
MCF Advisors LLC
INCREASED5,3855,229+156+3%$996.2K$1.1M+$57.9K2026-10-28
Plancorp, LLC
INCREASED5,3741,661+3,713+224%$301.1K$964.7K+$663.6K2026-11-03
First United Bank & Trust
DECREASED5,3625,435-73-1%$1.0M$1.0M+$14.1K2026-10-22
Confluence Wealth Services, Inc.
DECREASED5,3505,755-405-7%$1.1M$1.0M-$49.3K2026-11-05
Accredited Investors Inc.
UNCHANGED5,3505,35000%$1.0M$1.0M+$28.0K2026-11-03
Camelot Technology Advisors, Inc.
DECREASED5,3425,391-49-1%$1.0M$1.0M+$18.6K2026-10-09
Alpha Wealth Funds, LLC
DECREASED5,3235,434-111-2%$1.0M$1.0M+$6.7K2026-11-05
Hantz Financial Services, Inc.
DECREASED5,3025,354-52-1%$1.0M$1.0K-$1.0M2026-11-09
Burke & Herbert Bank & Trust Co
INCREASED5,2905,010+280+6%$954.5K$1.0M+$81.0K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED5,2865,28600%$1.0M$1.0M+$27.6K2026-11-03
Meridian Financial Advisors, LLC
UNCHANGED5,2815,28100%$1.0M$1.0M+$27.6K2026-10-14
LaFleur & Godfrey LLC
UNCHANGED5,2755,27500%$1.0M$1.0M+$27.6K2026-10-27
Mindset Wealth Management, LLC
UNCHANGED5,2565,25600%$1.0M$1.0M+$27.5K2026-10-19
Kuhn & Co Investment Counsel
INCREASED5,2404,411+829+19%$840.4K$1.0M+$185.3K2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED5,2346,224-990-16%$1.2M$1.0M-$161.3K2026-10-19
Investment Partners Asset Management, Inc.
INCREASED5,2315,215+16+0%$993.6K$1.0M+$30.4K2026-10-09
Triad Wealth Partners, LLC
INCREASED5,2283,649+1,579+43%$649.6K$1.0M+$373.8K2026-10-26
Diversified Trust Co
DECREASED5,2256,136-911-15%$1.2M$1.0M-$146.4K2026-11-06
Gryphon Financial Partners LLC
UNCHANGED5,2025,20200%$991.0K$1.0M+$27.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED5,1705,206-36-1%$991.8K$1.0M+$20.2K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED5,1355,132+3+0%$977.8K$1.0M+$27.4K2026-10-27
Sterling Investment Management, LLC
INCREASED5,1325,110+22+0%$973.6K$1.0M+$31.0K2026-10-16
Atlatl Advisers LLC
DECREASED5,0897,353-2,264-31%$1.4M$996.1K-$404.8K2026-10-22
Byrne Asset Management LLC
DECREASED5,0765,115-39-1%$974.5K$1.0M+$29.6K2026-10-06
My Personal CFO, LLC
INCREASED5,0703,558+1,512+43%$677.8K$992.5K+$314.6K2026-10-14
Nautilus Advisors LLC
DECREASED5,0215,490-469-9%$1.0M$982.9K-$37.1K2026-10-07
Burling Wealth Partners, LLC
UNCHANGED5,0165,01600%$955.6K$981.9K+$26.2K2026-11-09
Quartz Partners, LLC
INCREASED5,0145,011+3+0%$954.7K$981.6K+$26.9K2026-11-03
Petros Family Wealth, LLC
DECREASED5,0005,313-313-6%$1.0M$978.8K-$33.5K2026-10-28
Miramontes Capital, LLC
INCREASED5,0004,996+4+0%$951.9K$978.7K+$26.8K2026-10-19
LS Investment Advisors, LLC
UNCHANGED5,0005,00000%$952.6K$978.8K+$26.2K2026-10-13
Woodstock Corp
UNCHANGED5,0005,00000%$952.6K$978.8K+$26.2K2026-10-13
SVB Wealth LLC
DECREASED4,9948,470-3,476-41%$1.6M$977.6K-$636.1K2026-11-06
Hanson & Doremus Investment Management
UNCHANGED4,9864,98600%$950.0K$976-$949.0K2026-10-16
Elevation Wealth Management LLC
DECREASED4,9815,851-870-15%$1.1M$975.1K-$139.6K2026-11-02
Alpha Zero LLC
UNCHANGED4,9814,98100%$884.2K$975.1K+$90.8K2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED4,9753,456+1,519+44%$640.6K$984.0K+$343.5K2026-10-13
Personal CFO Solutions, LLC
INCREASED4,9634,718+245+5%$898.8K$971.5K+$72.7K2026-11-06
Northbridge Financial Group, LLC
INCREASED4,9224,886+36+1%$930.9K$994.3K+$63.4K2026-11-05
Trust Co of Vermont
UNCHANGED4,9184,91800%$937.0K$962.7K+$25.7K2026-10-21
Brick & Kyle, Associates
INCREASED4,9084,561+347+8%$606.2K$960.7K+$354.6K2026-11-05
Parkside Financial Bank & Trust
DECREASED4,8974,909-120%$935.3K$958.6K+$23.3K2026-10-27
Moneywise, Inc.
DECREASED4,87833,719-28,841-86%$6.4M$954.8K-$5.5M2026-10-30
National Wealth Management Group, LLC
INCREASED4,8663,057+1,809+59%$582.5K$952.5K+$370.0K2026-10-26
CRA Financial Services, LLC
DECREASED4,8234,913-90-2%$936.0K$944.0K+$8.0K2026-10-16
Robinson Value Management, Ltd.
DECREASED4,81310,181-5,368-53%$1.9M$942.1K-$997.5K2026-10-20
Fonville Wealth Management LLC
INCREASED4,8073,088+1,719+56%$588.3K$941.0K+$352.8K2026-10-28
Washington Trust Co
DECREASED4,7934,918-125-3%$937.0K$938.2K+$1.3K2026-10-22
Heritage Trust Co
UNCHANGED4,7874,78700%$912.0K$937.1K+$25.0K2026-11-09
Physician Wealth Advisors, Inc.
INCREASED4,7764,772+4+0%$909.2K$934.9K+$25.7K2026-10-20
Curbstone Financial Management Corp
UNCHANGED4,7644,76400%$907.6K$932.6K+$24.9K2026-10-21
Dagco, Inc.
UNCHANGED4,7574,75700%$906.4K$931.2K+$24.9K2026-10-20
Gradient Investments LLC
INCREASED4,7264,460+266+6%$849.7K$925.1K+$75.4K2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,7084,70800%$897.0K$921.6K+$24.6K2026-10-23
Thoroughbred Financial Services, LLC
DECREASED4,6624,859-197-4%$925.0K$912-$924.1K2026-11-09
Clark Asset Management, LLC
DECREASED4,6524,706-54-1%$896.6K$910.6K+$14.0K2026-10-19
Worth Financial Advisory Group, LLC
INCREASED4,6494,614+35+1%$879.1K$910.1K+$31.0K2026-10-19
Berman McAleer LLC
UNCHANGED4,6474,64700%$885.4K$909.7K+$24.3K2026-10-16
Procyon Advisors, LLC
INCREASED4,6453,362+1,283+38%$640.5K$909.2K+$268.7K2026-10-21
Elevated Capital Advisors, LLC
DECREASED4,6324,636-40%$883.3K$906.7K+$23.5K2026-11-04
Rockwood Wealth Management, LLC
INCREASED4,6234,067+556+14%$774.8K$905.0K+$130.1K2026-10-27
WealthBridge Capital Management, LLC
UNCHANGED4,5944,59400%$875.2K$899.3K+$24.0K2026-10-16
LexAurum Advisors, LLC
INCREASED4,5914,464+127+3%$850.5K$898.8K+$48.2K2026-10-19
Stanich Group LLC
INCREASED4,5874,512+75+2%$860.5K$898.0K+$37.6K2026-10-16
CFS Investment Advisory Services, LLC
INCREASED4,5812,148+2,433+113%$387.9K$925.4K+$537.5K2026-10-19
Artesa Financial Group, LLC
DECREASED4,5524,629-77-2%$881.9K$891.0K+$9.1K2026-10-29
Center For Asset Management LLC
INCREASED4,5421,753+2,789+159%$334.0K$889.1K+$555.2K2026-10-16
Taylor & Morgan Wealth Management, LLC
DECREASED4,5384,641-103-2%$884.2K$888.3K+$4.2K2026-10-09
Parkway Wealth Management Group, LLC
DECREASED4,5304,580-50-1%$872.6K$886.7K+$14.2K2026-10-20
Balefire, LLC
DECREASED4,5094,848-339-7%$923.7K$882.7K-$41.0K2026-10-09
Unique Wealth, LLC
INCREASED4,4904,482+8+0%$853.9K$878.9K+$25.0K2026-10-16
Cove Private Wealth, LLC
UNCHANGED4,4834,48300%$854.1K$877.5K+$23.4K2026-10-28
KG Capital Management
INCREASED4,4824,297+185+4%$818.7K$877.4K+$58.7K2026-10-15
Summit Asset Management, LLC
UNCHANGED4,4824,48200%$854.0K$877.4K+$23.4K2026-11-05
Partners Wealth Management, LLC
NEW4,480—+4,480——$876.9K—2026-10-28
Gray Private Wealth, LLC
UNCHANGED4,4724,47200%$852.1K$875.5K+$23.4K2026-10-28
Beacon Financial Group
INCREASED4,4363,375+1,061+31%$643.0K$868.4K+$225.4K2026-10-19
Quadrant Capital Group LLC
INCREASED4,4344,403+31+1%$838.9K$870.4K+$31.5K2026-10-20
Kendall Capital Management
UNCHANGED4,4324,43200%$844.4K$867.6K+$23.2K2026-10-23
Bellecapital International Ltd.
DECREASED4,4054,459-54-1%$849.5K$862.3K+$12.8K2026-10-21
Tennessee Valley Asset Management Partners
DECREASED4,4005,027-627-12%$957.8K$861.3K-$96.5K2026-11-03
Beacon Capital Management, LLC
DECREASED4,3894,427-38-1%$843.5K$859.1K+$15.6K2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED4,3844,38400%$835.3K$858.2K+$22.9K2026-10-23
Phillips Financial Management, LLC
UNCHANGED4,3584,35800%$830.3K$853.1K+$22.8K2026-10-19
First Nebraska Trust Co
UNCHANGED4,3504,35000%$828.8K$851.5K+$22.8K2026-10-30
Clearwater Capital Advisors, LLC
DECREASED4,3404,365-25-1%$831.6K$849.6K+$17.9K2026-11-06
Juncture Wealth Strategies, LLC
INCREASED4,3194,193+126+3%$798.9K$845.4K+$46.6K2026-10-06
Crown Wealth Group, LLC
INCREASED4,3151,637+2,678+164%$311.9K$844.7K+$532.8K2026-10-19
Smith & Howard Wealth Management, LLC
UNCHANGED4,3094,30900%$821.0K$843.5K+$22.5K2026-10-27
Darden Wealth Group Inc
UNCHANGED4,2944,29400%$818.1K$840.7K+$22.6K2026-11-06
Avalon Capital Management
UNCHANGED4,2884,28800%$817.0K$839.4K+$22.4K2026-11-04
Guyasuta Investment Advisors Inc
INCREASED4,2764,222+54+1%$804.5K$837.0K+$32.5K2026-10-15
Community Bank, N.A.
DECREASED4,2744,399-125-3%$838.1K$836.6K-$1.5K2026-11-06
Paladin Advisory Group, LLC
UNCHANGED4,2684,26800%$813.1K$835.5K+$22.3K2026-11-09
Heritage Family Offices, LLP
INCREASED4,2564,252+4+0%$810.0K$833.1K+$23.1K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED4,2504,115+135+3%$784.0K$831.9K+$48.0K2026-10-20
Burford Brothers, Inc.
DECREASED4,2485,116-868-17%$974.7K$831.5K-$143.2K2026-10-21
Canal Capital Management, LLC
INCREASED4,2374,236+1+0%$807.0K$829.4K+$22.4K2026-11-10
Uhlmann Price Securities, LLC
INCREASED4,1981,903+2,295+121%$362.6K$821.7K+$459.1K2026-11-03
Leavell Investment Management, Inc.
INCREASED4,1964,130+66+2%$786.8K$821.4K+$34.5K2026-11-09
Trail Ridge Investment Advisors, LLC
UNCHANGED4,1914,19100%$798.5K$820.4K+$21.9K2026-10-16
Global Financial Private Client, LLC
UNCHANGED4,1844,18400%$797.1K$819.0K+$21.9K2026-10-15
AmeriServ Wealth Advisors
DECREASED4,1775,985-1,808-30%$1.1M$817.6K-$322.6K2026-10-21
Rice Partnership, LLC
UNCHANGED4,1694,16900%$794.2K$816.0K+$21.8K2026-11-09
Legacy Financial Independent Advisors LLC
DECREASED4,1564,313-157-4%$821.7K$813.5K-$8.2K2026-11-02
Bernicke Wealth Management, Ltd.
DECREASED4,1174,490-373-8%$855.4K$805.9K-$49.5K2026-11-06
Claro Advisors Inc.
INCREASED4,1094,012+97+2%$764.3K$804.3K+$40.0K2026-11-02
Valley Wealth Managers, Inc.
INCREASED4,0973,219+878+27%$613.3K$802.0K+$188.7K2026-10-09
Diligent Investors, LLC
DECREASED4,0964,121-25-1%$785.1K$801.8K+$16.7K2026-10-21
VCI Wealth Management LLC
DECREASED4,0789,529-5,451-57%$1.8M$798.3K-$1.0M2026-10-29
American State Bank (Iowa)
INCREASED4,0704,046+24+1%$770.8K$796.7K+$25.9K2026-11-03
Uptick Partners, LLC
DECREASED4,0094,286-277-6%$816.6K$784.7K-$31.9K2026-11-04
Quantum Financial Advisors, LLC
UNCHANGED4,0004,00000%$762.1K$783.0K+$20.9K2026-11-03
Clear Creek Financial Management, LLC
INCREASED3,9823,958+24+1%$754.1K$779.5K+$25.4K2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED3,9813,562+419+12%$678.6K$779.3K+$100.6K2026-10-23
FCG Investment Co
DECREASED3,9624,060-98-2%$773.4K$775.6K+$2.2K2026-10-13
Hudson Capital Management LLC
NEW3,960—+3,960——$775.2K—2026-10-20
180 Wealth Advisors, LLC
DECREASED3,9534,242-289-7%$808.1K$773.8K-$34.3K2026-11-03
Strive Financial Group,LLC
INCREASED3,942470+3,472+739%$89.5K$771.6K+$682.1K2026-11-09
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED3,9033,90300%$743.6K$764.0K+$20.4K2026-10-29
Riggs Asset Managment Co. Inc.
NEW3,876—+3,876——$758.7K—2026-11-05
Members Wealth LLC
DECREASED3,8484,237-389-9%$807.2K$775.0K-$32.3K2026-10-20
Hourglass Capital, LLC
DECREASED3,84412,444-8,600-69%$2.4M$752.5K-$1.6M2026-10-26
Pacific Wealth Strategies Group, Inc.
UNCHANGED3,8363,83600%$730.8K$750.9K+$20.1K2026-11-02
R.H. Investment Group, LLC
DECREASED3,8344,334-500-12%$825.7K$750.5K-$75.2K2026-11-09
PCG Asset Management, LLC
DECREASED3,80027,815-24,015-86%$5.3M$743.9K-$4.6M2026-11-05
BCV Asset Management Inc.
UNCHANGED3,7983,79800%$705.7K$746.0K+$40.3K2026-11-06
Fusion Capital, LLC
INCREASED3,7953,793+2+0%$722.6K$742.8K+$20.2K2026-10-28
Blue Fin Capital, Inc.
INCREASED3,7933,740+53+1%$712.6K$742.5K+$29.9K2026-10-28
Creekside Partners
INCREASED3,7813,777+4+0%$719.6K$740.2K+$20.6K2026-11-04
Grove Bank & Trust
UNCHANGED3,7523,75200%$714.8K$734.5K+$19.6K2026-10-08
Secure Asset Management, LLC
INCREASED3,7493,198+551+17%$609.3K$733.8K+$124.6K2026-10-19
Inscription Capital, LLC
DECREASED3,7315,455-1,724-32%$1.0M$730.3K-$309.0K2026-11-02
Affiance Financial, LLC
UNCHANGED3,7243,72400%$709.5K$729.0K+$19.5K2026-10-15
Nilsine Partners, LLC
INCREASED3,7113,123+588+19%$595.0K$726.4K+$131.4K2026-11-02
JGP Wealth Management, LLC
DECREASED3,7083,720-120%$708.7K$725.8K+$17.1K2026-10-13
Oakwell Private Wealth Management, LLC
DECREASED3,7043,789-85-2%$721.9K$725.1K+$3.2K2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED3,7023,70200%$705.3K$724.7K+$19.4K2026-10-26
Aerodigm Wealth, LLC
UNCHANGED3,6923,69200%$703.4K$722.7K+$19.3K2026-10-16
Nova Financial LLC
NEW3,682—+3,682——$720.8K—2026-11-04
Compass Wealth Management LLC
UNCHANGED3,6663,66600%$698.4K$717.6K+$19.2K2026-10-22
Mainstream Capital Management LLC
DECREASED3,6523,876-224-6%$738.5K$714.9K-$23.6K2026-10-23
Avantra Family Wealth, Inc.
INCREASED3,6523,629+23+1%$691.4K$714.9K+$23.5K2026-10-20
Lodestone Wealth Management LLC
INCREASED3,6353,500+135+4%$666.8K$711.6K+$44.8K2026-10-14
Private Capital Advisors, Inc.
UNCHANGED3,6263,62600%$690.8K$709.8K+$19.0K2026-10-06
Ironwood Investment Counsel, LLC
INCREASED3,6133,612+1+0%$688.2K$707.4K+$19.2K2026-11-10
ALM First Financial Advisors, LLC
UNCHANGED3,6133,61300%$562.0K$577.5K+$15.4K2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED3,6053,618-130%$689.3K$705.7K+$16.4K2026-10-30
Outlook Wealth Advisors, LLC
INCREASED3,6043,490+114+3%$664.9K$705.5K+$40.6K2026-10-28
Two West Capital Advisors LLC
DECREASED3,5914,002-411-10%$703.2K$698.4K-$4.8K2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED3,5913,588+3+0%$683.7K$702.9K+$19.2K2026-10-20
Lynx Investment Advisory
DECREASED3,5885,004-1,416-28%$953.3K$702.4K-$250.9K2026-10-27
Burney Co/
INCREASED3,5672,542+1,025+40%$484.2K$698.2K+$213.9K2026-10-15
Sky Investment Group LLC
INCREASED3,5603,520+40+1%$670.6K$696.9K+$26.2K2026-10-30
Form Wealth Advisors, LLC
UNCHANGED3,5603,56000%$678.3K$696.9K+$18.6K2026-10-13
Home Federal Bank of Tennessee
UNCHANGED3,5203,52000%$670.6K$689.0K+$18.4K2026-10-15
Howard Financial Services, Ltd.
INCREASED3,5153,507+8+0%$668.1K$688.0K+$19.9K2026-10-15
Vericrest Private Wealth
UNCHANGED3,4983,49800%$666.4K$684.7K+$18.3K2026-10-21
Roan Capital Partners
UNCHANGED3,4863,48600%$664.2K$682.4K+$18.2K2026-10-09
Indivisible Partners
INCREASED3,4821,493+1,989+133%$284.4K$681.6K+$397.1K2026-10-26
Adkins Seale Capital Management LLC
DECREASED3,4774,184-707-17%$797.1K$680.6K-$116.5K2026-10-27
Buska Wealth Management, LLC
DECREASED3,4763,955-479-12%$753.6K$680.4K-$73.2K2026-10-08
Decker Wealth Management LLC
UNCHANGED3,4703,47000%$661.1K$679.3K+$18.1K2026-10-09
KFG Wealth Management, LLC
UNCHANGED3,4673,46700%$660.6K$678.8K+$18.1K2026-10-16
Financial Council, LLC
UNCHANGED3,4663,46600%$660.3K$678.5K+$18.1K2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED3,4583,45800%$658.8K$676.9K+$18.1K2026-10-21
Southland Equity Partners LLC
DECREASED3,4573,591-134-4%$684.1K$676.7K-$7.4K2026-10-14
Florida Trust Wealth Management Co
INCREASED3,4443,280+164+5%$624.9K$674.2K+$49.3K2026-11-05
PW Nova Financial Services LLC
DECREASED3,4373,920-483-12%$746.8K$672.8K-$74.0K2026-10-15
Retirement Solution LLC
DECREASED3,4303,434-40%$654.3K$671.3K+$17.1K2026-10-27
Wilkins Miller Wealth Management, LLC
INCREASED3,4233,421+2+0%$651.8K$670.0K+$18.2K2026-10-13
Mirador Capital Partners LP
DECREASED3,4223,867-445-12%$736.6K$669.9K-$66.8K2026-10-09
WT Wealth Management
UNCHANGED3,4223,42200%$652.0K$669.9K+$17.9K2026-10-13
BNC Wealth Management, LLC
DECREASED3,4163,456-40-1%$658.4K$668.7K+$10.2K2026-10-19
Trinity Financial Advisors LLC
UNCHANGED3,4123,41200%$650.0K$667.9K+$17.9K2026-10-09
Northwest Wealth Advisors, LLC
UNCHANGED3,4003,40000%$647.8K$665.6K+$17.8K2026-11-02
Cdkv Holdings LLC
UNCHANGED3,3943,39400%$646.6K$664.4K+$17.8K2026-10-28
Portside Wealth Group, LLC
INCREASED3,3652,943+422+14%$560.7K$658.7K+$98.0K2026-10-20
Ridgepath Capital Management LLC
NEW3,362—+3,362——$658.1K—2026-10-29
Haven Private, LLC
INCREASED3,3573,330+27+1%$634.4K$657.1K+$22.7K2026-10-27
Ridgewood Investments LLC
DECREASED3,3304,278-948-22%$815.1K$651.8K-$163.4K2026-10-05
Chapin Davis, Inc.
INCREASED3,3203,101+219+7%$590.8K$649.9K+$59.1K2026-10-09
WealthTrust Asset Management, LLC
INCREASED3,3113,223+88+3%$614.1K$648.1K+$34.0K2026-10-22
Integrated Capital Management, LLC
INCREASED3,3113,310+1+0%$630.6K$648.2K+$17.6K2026-10-23
Guidance Point Advisors, LLC
DECREASED3,3093,481-172-5%$663.5K$648.1K-$15.4K2026-10-15
Schneider Downs Wealth Management Advisors, LP
UNCHANGED3,2983,29800%$628.4K$645.7K+$17.3K2026-10-27
Fortis Group Advisors, LLC
INCREASED3,286258+3,028+1174%$49.1K$594.1K+$545.0K2026-11-06
Oath Planning, LLC
INCREASED3,2862,773+513+19%$528.2K$643.3K+$115.1K2026-10-20
FSM Wealth Advisors, LLC
UNCHANGED3,2843,28400%$625.6K$649.4K+$23.8K2026-10-27
Axos Invest Inc.
INCREASED3,2633,228+35+1%$615.1K$638.7K+$23.6K2026-10-21
Iams Wealth Management, LLC
DECREASED3,2613,344-83-2%$637.3K$638.3K+$1.1K2026-10-15
Stonebridge Financial Group, LLC
DECREASED3,247154,622-151,375-98%$29.5M$635.6K-$28.8M2026-10-01
Lauer Wealth, LLC
NEW3,232—+3,232——$639.2K—2026-10-13
Carson Advisory Inc.
INCREASED3,2282,853+375+13%$543.5K$631.9K+$88.4K2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED3,2253,22500%$614.4K$631.3K+$16.9K2026-10-22
Linscomb Wealth, Inc.
DECREASED3,1923,364-172-5%$640.9K$624.9K-$16.1K2026-11-05
Williams & Novak Wealth Management, LLC
DECREASED3,1704,227-1,057-25%$805.3K$620.5K-$184.8K2026-10-09
Summit Wealth Group LLC / Co
DECREASED3,1603,489-329-9%$664.7K$618.6K-$46.1K2026-10-29
Harbor Asset Planning, Inc.
INCREASED3,1543,150+4+0%$600.3K$617.5K+$17.2K2026-10-23
Impact Partnership Wealth, LLC
DECREASED3,15349,230-46,077-94%$9.4M$617.2K-$8.8M2026-11-09
SouthState Bank Corp
DECREASED3,1523,420-268-8%$651.6K$617.0K-$34.6K2026-11-09
Tull Financial Group, Inc.
INCREASED3,1461,843+1,303+71%$351.2K$615.8K+$264.6K2026-11-05
Kathmere Capital Management, LLC
INCREASED3,1453,143+2+0%$598.8K$615.5K+$16.8K2026-10-20
Commerce Advisors, LLC
INCREASED3,1373,043+94+3%$579.7K$614.0K+$34.3K2026-10-19
Firethorn Wealth Partners, LLC
INCREASED3,1363,062+74+2%$583.4K$613.8K+$30.4K2026-10-14
FAI Advisors, Inc.
INCREASED3,1363,133+3+0%$596.9K$613.9K+$17.0K2026-10-27
Focused Alpha, LLC
INCREASED3,1283,077+51+2%$586.3K$612.2K+$25.9K2026-10-20
Purewater Capital LLC
DECREASED3,1273,183-56-2%$606.5K$612.2K+$5.7K2026-10-23
MSH Capital Advisors LLC
DECREASED3,1213,131-100%$596.5K$611.0K+$14.5K2026-11-03
Gemmer Asset Management LLC
UNCHANGED3,1123,11200%$592.9K$609.2K+$16.3K2026-10-16
Pathway Financial Advisers, LLC
DECREASED3,1093,148-39-1%$599.8K$608.7K+$8.9K2026-10-27
Lincoln Capital Corp
UNCHANGED3,1063,10600%$591.8K$608.0K+$16.2K2026-10-13
Asset Planning Services Inc
UNCHANGED3,1003,10000%$591.0K$607-$590.4K2026-10-15
Pacific Park Financial, Inc.
DECREASED3,0993,189-90-3%$607.6K$606.6K-$9392026-10-13
Floyd Financial Group LLC
DECREASED3,0873,638-551-15%$668.0K$605.9K-$62.1K2026-10-28
Richard C. Young & Co., Ltd.
INCREASED3,0742,481+593+24%$472.8K$601.7K+$129.0K2026-11-04
Carl P. Sherr & Co., LLC
UNCHANGED3,0723,07200%$585.3K$601.3K+$16.1K2026-11-06
Castle Rock Wealth Management, LLC
INCREASED3,0542,975+79+3%$552.2K$617.0K+$64.8K2026-10-09
RCS Financial Planning, LLC
UNCHANGED3,0503,05000%$581.1K$597.0K+$16.0K2026-10-14
Vestor Capital, LLC
INCREASED3,045417+2,628+630%$65$235+$1702026-11-04
Crusonia Wealth Advisors LLC
INCREASED3,0392,339+700+30%$445.5K$594.8K+$149.3K2026-10-26
Legacy Financial Group, Inc.
INCREASED3,0322,959+73+2%$563.7K$593.4K+$29.7K2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW3,013—+3,013——$596.0K—2026-10-15
Parthenon LLC
INCREASED3,0122,935+77+3%$559.2K$589.6K+$30.4K2026-10-22
Value Investment Professionals, LLC
INCREASED3,0043,000+4+0%$571.6K$588.0K+$16.4K2026-10-13
Tortuga Wealth Management, Inc
DECREASED3,0003,101-101-3%$590.6K$588.8K-$1.8K2026-10-27
Chatham Capital Group, Inc.
UNCHANGED3,0003,00000%$571.6K$587.3K+$15.7K2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED2,9962,99600%$570.8K$586.5K+$15.7K2026-10-15
Everhart Financial Group, Inc.
INCREASED2,9862,795+191+7%$532.5K$584.5K+$52.0K2026-10-08
Opulen Financial Group LLC
DECREASED2,9813,038-57-2%$578.8K$583.5K+$4.7K2026-10-22
Latitude Advisors, LLC
DECREASED2,9713,775-804-21%$719.3K$581.7K-$137.6K2026-10-27
Straight Path Wealth Management
DECREASED2,9672,971-40%$566.1K$580.9K+$14.8K2026-10-23
Clarity Retirement & Wealth, LLC
INCREASED2,9622,764+198+7%$526.6K$579.8K+$53.2K2026-11-04
Smith Chas P & Associates PA Cpas
UNCHANGED2,9522,95200%$562.4K$541.6K-$20.8K2026-10-22
Argos Wealth Advisors, LLC
UNCHANGED2,9502,95000%$562.0K$577.5K+$15.4K2026-11-02
Eagle Rock Investment Company, LLC
INCREASED2,9382,489+449+18%$474.2K$575.1K+$100.9K2026-10-21
Primoris Wealth Advisors, LLC
DECREASED2,9323,082-150-5%$587.2K$573.9K-$13.2K2026-10-28
MBE Wealth Management, LLC
INCREASED2,9122,712+200+7%$516.7K$570.0K+$53.3K2026-10-26
Mission Financial Group, LLC
DECREASED2,9072,921-140%$556.5K$569.0K+$12.5K2026-10-21
Tufton Capital Management
UNCHANGED2,9062,90600%$553.0K$568-$552.4K2026-10-20
Wealth Quarterback LLC
DECREASED2,9042,963-59-2%$564.5K$568.5K+$4.0K2026-10-20
Waterfront Wealth Inc.
INCREASED2,8992,883+16+1%$535.6K$538.3K+$2.7K2026-11-03
Churchill Financial Advisors, LLC
UNCHANGED2,8962,89600%$551.7K$566.9K+$15.1K2026-10-20
Hall Capital Management Co Inc
UNCHANGED2,8932,89300%$551.2K$566.3K+$15.1K2026-11-09
First Command Advisory Services, Inc.
DECREASED2,8914,155-1,264-30%$791.6K$565.9K-$225.7K2026-11-05
Ethic Inc.
UNCHANGED2,8912,89100%$550.7K$565.9K+$15.1K2026-11-03
Symphony Financial, Ltd. Co.
DECREASED2,8827,192-4,310-60%$1.4M$564.9K-$798.3K2026-10-22
Geneva Partners, LLC
DECREASED2,8782,990-112-4%$569.7K$563.3K-$6.5K2026-10-26
Teamwork Financial Advisors, LLC
INCREASED2,8731,371+1,502+110%$261.2K$562.4K+$301.2K2026-10-19
Hengehold Capital Management LLC
INCREASED2,8722,794+78+3%$532.3K$562.2K+$29.8K2026-10-16
Independent Solutions Wealth Management, LLC
NEW2,870—+2,870——$561.8K—2026-10-28
RTD Financial Advisors, Inc.
DECREASED2,8623,003-141-5%$572.1K$560.2K-$11.9K2026-10-09
Accel Wealth Management
DECREASED2,8562,894-38-1%$551.3K$559.1K+$7.8K2026-10-13
Davidson Kahn Capital Management, LLC
UNCHANGED2,8482,84800%$542.6K$557.5K+$14.9K2026-10-26
Shrier Wealth Management, LLC
INCREASED2,8402,602+238+9%$495.7K$555.9K+$60.2K2026-10-20
SJS Investment Consulting Inc.
DECREASED2,8382,868-30-1%$546.4K$555.5K+$9.2K2026-10-26
Trust Point Inc.
UNCHANGED2,8352,83500%$540.1K$555.0K+$14.8K2026-10-27
RPS Advisory Solutions LLC
DECREASED2,8342,924-90-3%$557.1K$554.8K-$2.3K2026-11-09
Pacific Center for Financial Services
UNCHANGED2,8102,81000%$535.4K$550.1K+$14.7K2026-10-15
Meramec Financial Planners, LLC
INCREASED2,8092,606+203+8%$454.2K$462.7K+$8.5K2026-11-09
Arlington Capital Management Inc
DECREASED2,8032,860-57-2%$544.8K$548.7K+$3.8K2026-10-30
Green Ridge Wealth Planning LLC
DECREASED2,7963,113-317-10%$593.1K$547.3K-$45.8K2026-10-08
Cornerstone Capital, Inc.
INCREASED2,7951,520+1,275+84%$289.6K$547.1K+$257.5K2026-11-10
Equita Financial Network, Inc.
DECREASED2,7902,846-56-2%$542.2K$546.1K+$3.9K2026-10-19
Romano Brothers and Company
UNCHANGED2,7862,78600%$530.8K$545.4K+$14.6K2026-10-22
Michels Family Financial, LLC
INCREASED2,7772,305+472+20%$439.2K$543.6K+$104.5K2026-11-02
Smith Thornton Advisors LLC
UNCHANGED2,7702,77000%$502.1K$542.2K+$40.1K2026-10-16
Centurion Wealth Management LLC
DECREASED2,7633,270-507-15%$623.0K$540.9K-$82.2K2026-10-13
StoryOne LLC
INCREASED2,7621,372+1,390+101%$261.4K$540.5K+$279.0K2026-10-13
Vicus Capital
DECREASED2,7623,626-864-24%$690.9K$540.7K-$150.1K2026-11-05
Highline Wealth Partners LLC
INCREASED2,7502,650+100+4%$504.9K$538.3K+$33.4K2026-10-19
Cathy Pareto & Associates, Inc
DECREASED2,7473,204-457-14%$610.5K$537.9K-$72.7K2026-10-15
Clearstead Trust, LLC
INCREASED2,7402,610+130+5%$497.4K$536.3K+$38.9K2026-11-06
Capital Management Associates, Inc
UNCHANGED2,7382,73800%$521.6K$536.0K+$14.3K2026-10-20
Optivise Advisory Services LLC
DECREASED2,7232,773-50-2%$528.3K$533.0K+$4.6K2026-10-19
Plan Group Financial, LLC
DECREASED2,7154,867-2,152-44%$927.2K$503.4K-$423.8K2026-10-22
Regency Capital Management Inc.\DE
UNCHANGED2,7052,70500%$515.3K$529.5K+$14.2K2026-11-09
Greystone Financial Group, LLC
INCREASED2,6982,655+43+2%$505.8K$528.1K+$22.3K2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED2,6802,68000%$510.6K$524.6K+$14.0K2026-11-09
Missouri Trust & Investment Co
UNCHANGED2,6782,67800%$469.6K$524.2K+$54.6K2026-11-04
Signature Equity Partners, LLC
INCREASED2,6742,290+384+17%$436.3K$523.4K+$87.1K2026-10-29
Collaborative Wealth Managment Inc.
INCREASED2,6692,618+51+2%$498.8K$522.4K+$23.6K2026-11-06
King Wealth Management Group
DECREASED2,6632,892-229-8%$551.0K$521-$550.5K2026-11-09
Vima LLC
UNCHANGED2,6632,66300%$507.3K$521.3K+$14.0K2026-10-23
Asset Allocation Strategies LLC
DECREASED2,6622,980-318-11%$567.8K$521.1K-$46.6K2026-10-20
Kellett Wealth Advisors, LLC
INCREASED2,6622,661+1+0%$506.9K$521.0K+$14.1K2026-10-15
Mitchell Sinkler & Starr
DECREASED2,6503,100-450-15%$590.6K$518.7K-$71.9K2026-10-13
Thompson Investment Management, Inc.
UNCHANGED2,6462,64600%$504.1K$518.0K+$13.8K2026-10-14
Brown Miller Wealth Management, LLC
UNCHANGED2,6442,64400%$503.7K$517.6K+$13.8K2026-11-02
Rolek Wealth Management LLC
INCREASED2,6382,635+3+0%$502.1K$516.5K+$14.4K2026-10-21
Financial Management Network Inc
INCREASED2,6192,559+60+2%$449.3K$523.3K+$74.1K2026-10-09
Register Financial Advisors LLC
DECREASED2,6172,836-219-8%$540.4K$512.3K-$28.1K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,6062,60600%$496.5K$510.1K+$13.6K2026-10-20
Rodgers & Associates, LTD
DECREASED2,6002,635-35-1%$502.0K$508.9K+$6.9K2026-10-20
Bank of Stockton
UNCHANGED2,6002,60000%$495.4K$509.0K+$13.6K2026-10-20
Vestia Personal Wealth Advisors
UNCHANGED2,6002,60000%$495.4K$509.0K+$13.6K2026-10-20
Quent Capital, LLC
INCREASED2,598610+1,988+326%$116.2K$428.0K+$311.8K2026-11-09
Altfest L J & Co Inc
INCREASED2,5982,288+310+14%$436.0K$508.6K+$72.6K2026-10-27
Rose Capital Advisors LLC
DECREASED2,5962,600-40%$495.4K$508.3K+$12.9K2026-11-04
Harmony Asset Management LLC
DECREASED2,5953,045-450-15%$580.0K$507.9K-$72.1K2026-10-20
TrustBank
INCREASED2,5921,960+632+32%$373.4K$507.4K+$134.0K2026-10-20
HMS Capital Management, LLC
DECREASED2,5922,760-168-6%$525.8K$507.4K-$18.5K2026-10-20
Sterling Investment Counsel, LLC
UNCHANGED2,5922,59200%$493.8K$507.4K+$13.6K2026-10-19
D'Orazio & Associates, Inc.
INCREASED2,5892,513+76+3%$478.8K$506.7K+$27.9K2026-11-04
StrongBox Wealth, LLC
DECREASED2,5782,804-226-8%$534.4K$504.8K-$29.6K2026-11-02
Capital City Trust Co
UNCHANGED2,5782,57800%$491.2K$504.6K+$13.5K2026-10-22
Valley National Advisers Inc
DECREASED2,5742,628-54-2%$500.7K$503.9K+$3.2K2026-10-23
Ridgecrest Wealth Partners, LLC
UNCHANGED2,5702,57000%$489.6K$503.1K+$13.4K2026-10-19
Lighthouse Financial LLC
NEW2,569—+2,569——$502.9K—2026-10-23
Tidemark, LLC
DECREASED2,5632,650-87-3%$504.9K$501.7K-$3.3K2026-11-09
Measured Risk Portfolios, Inc.
DECREASED2,5572,933-376-13%$558.8K$500.6K-$58.2K2026-10-21
Baker Boyer National Bank
UNCHANGED2,5562,55600%$487.0K$500.3K+$13.4K2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED2,5532,55300%$486.4K$499.8K+$13.4K2026-10-13
Kingdom Financial Group Llc.
DECREASED2,5324,498-1,966-44%$856.9K$495.6K-$361.3K2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED2,5312,530+1+0%$482.0K$495.5K+$13.6K2026-10-13
Clarus Group, Inc.
INCREASED2,5262,524+2+0%$481.0K$494.4K+$13.4K2026-10-21
Franklin Street Advisors Inc
INCREASED2,5212,501+20+1%$476.5K$493.5K+$17.0K2026-10-13
Intelligence Driven Advisers, LLC
DECREASED2,5202,570-50-2%$489.6K$493.3K+$3.7K2026-10-09
Aldebaran Financial Inc.
DECREASED2,5112,569-58-2%$489.4K$491.6K+$2.2K2026-11-06
Hoxton Planning & Management, LLC
DECREASED2,5103,182-672-21%$606.2K$491.3K-$114.9K2026-10-15
Commonwealth Financial Services, LLC
INCREASED2,5102,509+1+0%$478.1K$491.4K+$13.3K2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED2,5072,340+167+7%$445.8K$490.7K+$44.9K2026-11-02
Bell Investment Advisors, Inc
INCREASED2,5041,914+590+31%$364.7K$490.2K+$125.5K2026-10-29
Patriot Investment Management Group, Inc.
UNCHANGED2,4842,48400%$473.3K$486.2K+$13.0K2026-10-15
Norden Group LLC
UNCHANGED2,4812,48100%$472.7K$485.7K+$13.0K2026-10-20
Naples Global Advisors, LLC
DECREASED2,4732,568-95-4%$489.2K$484.0K-$5.2K2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
DECREASED2,4662,908-442-15%$554.0K$482.7K-$71.3K2026-10-15
Hurlow Wealth Management Group, Inc.
DECREASED2,4662,469-30%$470.4K$482.7K+$12.3K2026-10-29
Paulson Wealth Management Inc.
UNCHANGED2,4462,44600%$466.0K$478.8K+$12.8K2026-11-02
Opal Wealth Advisors, LLC
INCREASED2,4422,354+88+4%$448.5K$478.1K+$29.5K2026-10-16
KRM Wealth Management L.L.C.
INCREASED2,4362,434+2+0%$463.7K$476.9K+$13.3K2026-11-02
Aspire Private Capital, LLC
UNCHANGED2,4232,42300%$461.6K$474.3K+$12.7K2026-11-05
BXM Wealth LLC
INCREASED2,4171,963+454+23%$374.1K$473.1K+$99.0K2026-11-03
Sightline Wealth Advisors, LLC
DECREASED2,4122,414-20%$459.9K$472.1K+$12.2K2026-10-21
Cooper Financial Group
INCREASED2,4102,390+20+1%$455.3K$471.7K+$16.4K2026-10-07
Central Valley Advisors, LLC
UNCHANGED2,4102,41000%$459.2K$471.8K+$12.6K2026-10-27
Joel Adams & Associates, Inc.
UNCHANGED2,4022,40200%$457.6K$470.2K+$12.6K2026-11-02
Braun-Bostich & Associates Inc.
DECREASED2,3972,570-173-7%$489.6K$469.2K-$20.4K2026-10-20
Burns Matteson Capital Management, LLC
UNCHANGED2,3892,38900%$455.1K$467.7K+$12.6K2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED2,3802,38000%$453.4K$465.9K+$12.4K2026-10-20
Mountain Capital Investment Advisors Inc.
INCREASED2,3752,314+61+3%$440.9K$464.9K+$24.0K2026-11-06
Kelsey Financial, LLC
UNCHANGED2,3742,37400%$452.3K$464.7K+$12.4K2026-10-28
Archer Investment Management, LLC
DECREASED2,3703,260-890-27%$621.1K$463.9K-$157.2K2026-10-13
Chesley Taft & Associates LLC
UNCHANGED2,3602,36000%$449.6K$462.0K+$12.3K2026-10-13
Farrell Financial LLC
DECREASED2,3592,497-138-6%$475.8K$461.9K-$13.9K2026-10-16
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,3582,35800%$449.2K$461.6K+$12.3K2026-10-09
Tortoise Investment Management, LLC
UNCHANGED2,3572,35700%$449.1K$461.4K+$12.3K2026-11-06
Wescott Financial Advisory Group, LLC
INCREASED2,3541,596+758+47%$304.1K$460.8K+$156.7K2026-11-09
Walkner Condon Financial Advisors LLC
UNCHANGED2,3542,35400%$448.5K$460.8K+$12.3K2026-11-02
Monograph Wealth Advisors, LLC
DECREASED2,3462,746-400-15%$523.2K$459.2K-$63.9K2026-11-09
Crescent Grove Advisors, LLC
UNCHANGED2,3362,33600%$445.0K$457.3K+$12.3K2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED2,3342,33400%$444.7K$456.9K+$12.2K2026-10-05
First Hawaiian Bank
UNCHANGED2,3302,33000%$443.9K$456.1K+$12.2K2026-10-14
Triumph Capital Management
INCREASED2,3272,326+1+0%$443.2K$455.5K+$12.4K2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED2,3262,323+3+0%$442.6K$455.2K+$12.7K2026-10-09
Waterway Wealth Management, LLC
INCREASED2,3211,201+1,120+93%$228.8K$454.4K+$225.6K2026-10-28
Plan A Wealth LLC
UNCHANGED2,3182,31800%$441.6K$453.7K+$12.1K2026-10-08
Matrix Asset Advisors Inc
UNCHANGED2,3162,31600%$441.3K$453.4K+$12.1K2026-10-13
LJI Wealth Management, LLC
UNCHANGED2,3142,31400%$440.9K$453.0K+$12.1K2026-10-28
Grove Street Fiduciary, LLC
UNCHANGED2,3142,31400%$440.9K$453.0K+$12.1K2026-10-13
Focused Wealth Management, Inc
INCREASED2,3122,311+1+0%$440.3K$452.5K+$12.2K2026-10-30
Private Management Group Inc
UNCHANGED2,3122,31200%$440.5K$452.6K+$12.1K2026-11-04
Mcdonald Partners LLC
INCREASED2,3052,244+61+3%$427.5K$451.2K+$23.7K2026-11-03
Cottage Street Advisors LLC
DECREASED2,2963,722-1,426-38%$709.0K$449.4K-$259.6K2026-10-19
Axiom Investment Management LLC
INCREASED2,2932,193+100+5%$417.8K$448.8K+$31.0K2026-11-03
Lazari Capital Management, Inc.
UNCHANGED2,2902,29000%$436.3K$448.3K+$12.0K2026-10-20
Means Investment Co., Inc.
DECREASED2,2892,367-78-3%$450.9K$448.1K-$2.8K2026-11-03
Cypress Asset Management Inc
UNCHANGED2,2882,28800%$435.9K$447.9K+$12.0K2026-10-09
LEE Danner & Bass Inc
UNCHANGED2,2852,28500%$435.3K$447.3K+$11.9K2026-10-27
Olio Financial Planning
INCREASED2,2842,272+12+1%$432.9K$447.1K+$14.2K2026-10-22
Blackston Financial Advisory Group, LLC
INCREASED2,2831,912+371+19%$364.2K$446.8K+$82.6K2026-11-04
ProCore Advisors, LLC
INCREASED2,2762,272+4+0%$432.7K$445.5K+$12.8K2026-10-14
Willner & Heller, LLC
INCREASED2,2762,273+3+0%$433.1K$445.5K+$12.4K2026-10-28
Connecticut Wealth Management, LLC
DECREASED2,2743,074-800-26%$585.7K$445.1K-$140.5K2026-10-13
Strathmore Capital Advisors, Inc.
DECREASED2,2722,470-198-8%$446.5K$374.3K-$72.2K2026-11-09
Long Island Wealth Management, Inc.
UNCHANGED2,2642,26400%$431.3K$443.2K+$11.8K2026-10-20
Omnitrust Wealth Management, Inc
NEW2,262—+2,262——$442.8K—2026-11-02
Lake Street Private Wealth, LLC
DECREASED2,2592,299-40-2%$438.1K$442.2K+$4.1K2026-10-22
LongView Wealth Management
DECREASED2,2582,812-554-20%$535.7K$442.0K-$93.7K2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED2,2462,233+13+1%$425.4K$439.7K+$14.2K2026-11-02
Vista Capital Partners, Inc.
UNCHANGED2,2452,24500%$427.8K$439.5K+$11.7K2026-11-06
Herold Advisors, Inc.
INCREASED2,2431,876+367+20%$360.0K$439.1K+$79.1K2026-10-19
Total Investment Management Inc
INCREASED2,2422,060+182+9%$361.1K$438.8K+$77.7K2026-10-22
Legacy Financial Strategies, LLC
UNCHANGED2,2422,24200%$427.1K$438.9K+$11.7K2026-10-15
TFC Financial Management, Inc.
DECREASED2,2382,417-179-7%$460.4K$438.1K-$22.4K2026-10-26
Harbor Group, Inc.
INCREASED2,2332,031+202+10%$387.0K$437.2K+$50.2K2026-10-14
Pearl Planning LLC
UNCHANGED2,2322,23200%$425.2K$436.9K+$11.7K2026-10-13
Atlas Brown,Inc.
UNCHANGED2,2212,22100%$423.2K$434.9K+$11.6K2026-10-09
Able Wealth Management LLC
INCREASED2,2032,202+1+0%$419.6K$442.6K+$22.9K2026-10-13
Miller Financial Services LLC
NEW2,200—+2,200——$430.7K—2026-10-20
Transcendent Capital Group LLC
UNCHANGED2,2002,20000%$419.1K$430.7K+$11.5K2026-10-28
Hippocratic Financial Advisors, LLC
NEW2,191—+2,191——$428.9K—2026-10-13
Investors Research Corp
INCREASED2,1851,867+318+17%$355.7K$427.7K+$72.0K2026-10-07
First American Bank
DECREASED2,1802,582-402-16%$491.9K$426.7K-$65.2K2026-10-27
Bullock Wealth Management Group
INCREASED2,1802,179+1+0%$404.5K$431.1K+$26.7K2026-10-09
Visionary Horizons, LLC
INCREASED2,1742,090+84+4%$398.2K$425.6K+$27.4K2026-10-22
Freedom Investment Management, Inc.
DECREASED2,1682,680-512-19%$510.6K$424.5K-$86.1K2026-11-09
Cypress Wealth Services, LLC
DECREASED2,1662,167-10%$412.9K$437.5K+$24.6K2026-10-21
J. Safra Sarasin Holding AG
INCREASED2,1652,000+165+8%$381.2K$423.8K+$42.6K2026-10-26
WoodTrust Financial Corp
UNCHANGED2,1562,15600%$411.0K$422-$410.6K2026-10-09
Alchemi Wealth, LLC
UNCHANGED2,1522,15200%$410.1K$421.4K+$11.3K2026-11-04
Blodgett Wealth Advisors, LLC
DECREASED2,1502,350-200-9%$447.7K$420.9K-$26.9K2026-10-23
BKM Wealth Management, LLC
INCREASED2,1491,809+340+19%$344.8K$420.8K+$76.0K2026-10-22
Horrell Capital Management, Inc.
DECREASED2,1462,188-42-2%$416.9K$420.1K+$3.2K2026-10-08
Advisory Resource Group
INCREASED2,1322,131+1+0%$405.9K$417.3K+$11.4K2026-10-26
Alerus Financial NA
UNCHANGED2,1282,12800%$405.4K$416.6K+$11.1K2026-11-09
Asset Dedication, LLC
DECREASED2,1262,173-47-2%$414.0K$416.1K+$2.2K2026-11-03
Bradley & Co. Private Wealth Management, LLC
UNCHANGED2,1262,12600%$405.0K$416.2K+$11.1K2026-10-23
Tepp RIA, LLC
INCREASED2,1252,123+2+0%$404.4K$415.9K+$11.5K2026-10-14
Stevens Capital Partners
DECREASED2,0952,137-42-2%$407.1K$410.1K+$3.0K2026-10-29
Wealthcare Capital Partners, LLC
DECREASED2,0922,191-99-5%$417.5K$409.6K-$7.9K2026-10-21
Compass Financial Services Inc
DECREASED2,0912,092-10%$398.6K$409.5K+$10.9K2026-11-06
Merkkuri Wealth Advisors LLC
DECREASED2,0742,198-124-6%$418.8K$405.9K-$12.8K2026-11-03
Crane Advisory, LLC
INCREASED2,0732,071+2+0%$367.7K$416.6K+$49.0K2026-10-13
Jacksonville Wealth Management, LLC
UNCHANGED2,0672,06700%$393.8K$404.6K+$10.8K2026-10-30
Allegheny Financial Group
INCREASED2,0642,063+1+0%$393.2K$404.0K+$10.8K2026-11-05
HMV Wealth Advisors, LLC
UNCHANGED2,0622,06200%$392.9K$403.6K+$10.8K2026-10-27
Midwest Financial Group LLC
INCREASED2,0592,058+1+0%$392.0K$403.1K+$11.1K2026-10-15
Spinnaker Investment Group, LLC
DECREASED2,0572,086-29-1%$397.4K$402.7K+$5.2K2026-10-13
Marin Bay Wealth Advisors, LLC
UNCHANGED2,0502,05000%$390.7K$401.5K+$10.8K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
DECREASED2,0472,070-23-1%$394.5K$400.6K+$6.2K2026-10-28
Camden National Bank
INCREASED2,0431,394+649+47%$265.6K$399.9K+$134.3K2026-11-02
Griffin Asset Management, Inc.
NEW2,034—+2,034——$398.2K—2026-10-22
Wisconsin Wealth Advisors, LLC
UNCHANGED2,0342,03400%$387.5K$398.2K+$10.6K2026-10-08
Canvas Wealth Advisors, LLC
UNCHANGED2,0322,03200%$387.1K$383.5K-$3.6K2026-11-02
Appalachian Capital Management Ltd
INCREASED2,0252,023+2+0%$385.4K$396.4K+$11.0K2026-10-14
Atlantic Private Wealth, LLC
UNCHANGED2,0252,02500%$385.8K$396.5K+$10.7K2026-11-09
Weaver Consulting Group
UNCHANGED2,0222,02200%$385.3K$395.9K+$10.6K2026-10-07
Kelman-Lazarov, Inc.
INCREASED2,0211,250+771+62%$238.2K$395.6K+$157.5K2026-11-09
GatePass Capital, LLC
UNCHANGED2,0202,02000%$384.9K$395.4K+$10.6K2026-11-09
Huntleigh Advisors, Inc.
INCREASED2,0192,014+5+0%$383.7K$395.2K+$11.5K2026-11-03
Squire Investment Management Company, LLC
DECREASED2,0182,019-10%$384.6K$395.0K+$10.4K2026-11-03
Ti-Trust, Inc
UNCHANGED2,0152,01500%$383.9K$394.4K+$10.5K2026-10-21
SRH Advisors, LLC
UNCHANGED2,0142,01400%$383.7K$394.2K+$10.5K2026-10-22
Carrera Capital Advisors
NEW2,002—+2,002——$391.9K—2026-11-03
Gruss & Co., LLC
DECREASED2,0004,000-2,000-50%$762.1K$391.5K-$370.6K2026-11-02
KTF Investments, LLC
DECREASED2,0002,100-100-5%$400.1K$391.5K-$8.6K2026-10-23
Ledgewood Wealth Advisors, LLC
UNCHANGED2,0002,00000%$381.0K$391.5K+$10.5K2026-10-09
Aljian Capital Management, LLC
UNCHANGED2,0002,00000%$381.0K$391.5K+$10.5K2026-10-28
Valicenti Advisory Services Inc
UNCHANGED1,9941,99400%$380$390+$102026-10-23
Beirne Wealth Consulting Services, LLC
UNCHANGED1,9921,99200%$379.5K$390.0K+$10.4K2026-10-19
Payne Capital Management, LLC
UNCHANGED1,9911,99100%$379.4K$370.3K-$9.1K2026-11-09
Prevail Innovative Wealth Advisors, LLC
INCREASED1,9881,605+383+24%$305.8K$400.4K+$94.6K2026-10-20
Sound Portfolio Advisors, LLC
NEW1,987—+1,987——$389.0K—2026-11-05
S&A Financial Services, Inc.
DECREASED1,9801,991-11-1%$379.3K$387.5K+$8.2K2026-11-03
Centerline Wealth Advisors, LLC
UNCHANGED1,9771,97700%$376.7K$387.0K+$10.3K2026-10-15
WealthPLAN Partners, LLC
DECREASED1,9602,230-270-12%$424.8K$383.6K-$41.2K2026-10-15
Thompson Davis & Co., Inc.
UNCHANGED1,9501,95000%$371.5K$381.7K+$10.2K2026-11-05
BWM Planning, LLC
UNCHANGED1,9491,94900%$371.3K$381.5K+$10.3K2026-11-09
Arwa LLC
DECREASED1,9442,729-785-29%$484.5K$381.6K-$102.9K2026-10-21
Concentrum Wealth Management
NEW1,942—+1,942——$380.0K—2026-11-09
Capital Advantage, Inc.
UNCHANGED1,9411,94100%$369.8K$379.9K+$10.2K2026-10-14
Winch Advisory Services, LLC
DECREASED1,9391,965-26-1%$374.4K$379.5K+$5.1K2026-11-06
Clear Retirement Advice LLC
DECREASED1,9382,055-117-6%$391.5K$379.4K-$12.2K2026-10-22
Hopwood Financial Services, Inc.
INCREASED1,9281,666+262+16%$317.4K$377.4K+$60.0K2026-10-29
truNorth Financial Services, Inc.
DECREASED1,9222,061-139-7%$392.7K$376.2K-$16.4K2026-11-06
Riverpoint Wealth Management Holdings, LLC
INCREASED1,9201,918+2+0%$365.3K$375.8K+$10.5K2026-11-09
Landmark Wealth Management, LLC
UNCHANGED1,9141,91400%$364.6K$374.6K+$10.0K2026-11-03
Peoples Financial Services Corp.
DECREASED1,9112,136-225-11%$406.9K$374.1K-$32.9K2026-10-20
Sterling Group Wealth Management, LLC
UNCHANGED1,9081,90800%$363.5K$373.5K+$10.0K2026-11-03
Succession Financial, Inc.
UNCHANGED1,9061,90600%$363.1K$373.1K+$10.0K2026-10-14
GHP Investment Advisors, Inc.
INCREASED1,904200+1,704+852%$38.1K$372.7K+$334.6K2026-10-15
Clean Yield Group
UNCHANGED1,9041,90400%$362.8K$372.7K+$10.0K2026-10-28
A. D. Beadell Investment Counsel, Inc.
UNCHANGED1,9001,90000%$361$371+$102026-10-14
Cap Partners, LLC
UNCHANGED1,9001,90000%$362.0K$371.9K+$9.9K2026-10-19
Marks Group Wealth Management, Inc
UNCHANGED1,8901,89000%$360.1K$370.0K+$9.9K2026-11-05
Tenon Financial LLC
UNCHANGED1,8881,88800%$359.6K$369.6K+$9.9K2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED1,8841,88400%$358.9K$368.8K+$9.9K2026-10-30
Three Bridge Wealth Advisors, LLC
INCREASED1,8821,842+40+2%$350.9K$368.4K+$17.5K2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED1,8681,86800%$355.9K$365.7K+$9.8K2026-10-21
Avaii Wealth Management, LLC
UNCHANGED1,8601,86000%$354.3K$371.6K+$17.3K2026-10-09
West Paces Advisors Inc.
UNCHANGED1,8571,85700%$353.8K$363.5K+$9.7K2026-10-13
Private Wealth Group, LLC
INCREASED1,8561,731+125+7%$329.8K$363.3K+$33.5K2026-10-19
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,8541,85400%$353.0K$363-$352.6K2026-11-04
WealthSpring Partners, LLC
NEW1,847—+1,847——$361.5K—2026-10-14
Mogy Joel R Investment Counsel Inc
UNCHANGED1,8321,83200%$349.1K$358.7K+$9.6K2026-10-13
Gibbs Wealth Management
NEW1,826—+1,826——$357.4K—2026-10-22
Bedminster, LLC
UNCHANGED1,8261,82600%$348.0K$357.5K+$9.6K2026-11-04
Sageworth Trust Co
UNCHANGED1,8201,82000%$346.7K$356.3K+$9.5K2026-10-30
Balentine LLC
UNCHANGED1,8181,81800%$346.4K$355.9K+$9.5K2026-11-03
Rayburn West Financial Services LLC
UNCHANGED1,8161,81600%$346.0K$355.5K+$9.5K2026-11-03
Brooklyn FI, LLC
INCREASED1,8101,205+605+50%$217.2K$319.5K+$102.2K2026-11-05
International Private Wealth Advisors LLC
INCREASED1,8051,656+149+9%$315.6K$353.4K+$37.8K2026-11-05
Meridian Wealth Partners, LLC
UNCHANGED1,8051,80500%$343.9K$353.3K+$9.4K2026-11-09
BCU Wealth Advisors, LLC
INCREASED1,8031,801+2+0%$343.1K$352.9K+$9.8K2026-10-16
White Pine Investment Co
UNCHANGED1,7921,79200%$341.0K$351-$340.6K2026-10-15
Future Financial Wealth Managment LLC
UNCHANGED1,7851,78500%$318.5K$349.4K+$30.9K2026-10-15
Edgemoor Investment Advisors, Inc.
UNCHANGED1,7801,78000%$339.1K$348.4K+$9.3K2026-11-03
Maryland Capital Advisors Inc.
INCREASED1,774200+1,574+787%$38.1K$347.3K+$309.2K2026-10-15
Shearwater Capital LLC
NEW1,770—+1,770——$346.5K—2026-10-13
John Boyer, Inc.
UNCHANGED1,7701,77000%$338.0K$347.6K+$9.6K2026-10-27
Gill Capital Partners, LLC
INCREASED1,7571,427+330+23%$271.8K$343.9K+$72.1K2026-10-13
Rubicon Advisors, GP
DECREASED1,7461,786-40-2%$340.3K$341.8K+$1.5K2026-10-23
Dynamic Financial Group
UNCHANGED1,7301,73000%$329.6K$338.6K+$9.0K2026-10-28
Bedel Financial Consulting, Inc.
UNCHANGED1,7301,73000%$329.6K$338.6K+$9.0K2026-11-06
Investment Planning Advisors, Inc.
DECREASED1,7221,811-89-5%$345.1K$337.0K-$8.1K2026-10-14
Heritage Investment Group, Inc.
UNCHANGED1,7181,71800%$327.3K$336.3K+$9.0K2026-11-03
Braun Stacey Associates Inc
UNCHANGED1,7171,71700%$327.1K$336.1K+$9.0K2026-10-19
G2 Capital Management, LLC / OH
INCREASED1,7161,505+211+14%$286.7K$336.0K+$49.2K2026-10-23
Park National Corp
UNCHANGED1,7161,71600%$326.9K$335.9K+$9.0K2026-10-05
Werba Rubin Papier Wealth Management
DECREASED1,7131,783-70-4%$339.7K$335.3K-$4.4K2026-11-06
Lane Brothers & Co Inc
DECREASED1,7122,771-1,059-38%$527.9K$335.1K-$192.8K2026-11-02
Cheviot Value Management, LLC
UNCHANGED1,7121,71200%$326.2K$335.1K+$9.0K2026-11-09
Advisory Advocates, LLC
DECREASED1,7111,771-60-3%$337.4K$334.9K-$2.4K2026-11-05
Neville Rodie & Shaw Inc
UNCHANGED1,7061,70600%$325$334+$92026-10-05
Madson Wealth Advisors Inc
UNCHANGED1,7021,70200%$324.3K$333.2K+$8.9K2026-10-13
Bayshore Asset Management, LLC
UNCHANGED1,6911,69100%$322.2K$332.0K+$9.9K2026-11-03
Investors Asset Management of Georgia Inc
DECREASED1,6841,699-15-1%$323.7K$329.6K+$6.0K2026-10-20
Invera Wealth Advisors, LLC
INCREASED1,6801,660+20+1%$316.3K$328.9K+$12.6K2026-10-28
Davidson Trust Co
UNCHANGED1,6721,67200%$318.5K$327.3K+$8.7K2026-10-09
Stableford Capital II LLC
DECREASED1,6652,009-344-17%$382.8K$325.9K-$56.8K2026-10-09
OmniStar Financial Group, Inc.
DECREASED1,6651,684-19-1%$320.9K$325.9K+$5.0K2026-10-26
N.E.W. Advisory Services LLC
DECREASED1,6633,335-1,672-50%$635.4K$325.5K-$310.0K2026-11-09
Hamilton Point Investment Advisors, LLC
UNCHANGED1,6621,66200%$316.6K$325.3K+$8.7K2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED1,6611,660+1+0%$316.2K$325.2K+$9.0K2026-11-03
Shira Ridge Wealth Management
UNCHANGED1,6521,65200%$314.7K$323.4K+$8.6K2026-10-09
Olistico Wealth, LLC
DECREASED1,6421,735-93-5%$330.6K$321.4K-$9.1K2026-10-05
Flagship Private Wealth, LLC
DECREASED1,6402,108-468-22%$401.7K$321.1K-$80.6K2026-11-05
Greenwood Capital Associates LLC
DECREASED1,6401,666-26-2%$317.4K$321.0K+$3.6K2026-10-27
Greenspring Advisors, LLC
DECREASED1,6391,737-98-6%$331.0K$320.9K-$10.1K2026-11-05
TFB Advisors LLC
NEW1,633—+1,633——$319.7K—2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED1,6261,62600%$309.8K$318.3K+$8.5K2026-11-03
Fairway Wealth LLC
DECREASED1,6201,764-144-8%$336.1K$317.1K-$19.0K2026-10-30
LMG Wealth Partners, LLC
UNCHANGED1,6081,60800%$306.4K$314.8K+$8.4K2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED1,6071,210+397+33%$230.6K$314.6K+$84.0K2026-10-14
Gunderson Capital Management LLC
DECREASED1,6011,858-257-14%$354.1K$313.4K-$40.6K2026-10-15
SS&H Financial Advisors, Inc.
DECREASED1,6002,682-1,082-40%$511.0K$313-$510.7K2026-10-28
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,6001,60000%$304.8K$313.2K+$8.4K2026-10-29
Angeles Wealth Management, LLC
UNCHANGED1,5961,59600%$304.1K$312.4K+$8.3K2026-10-26
Investment Insight Wealth Management, LLC
DECREASED1,5951,608-13-1%$306.4K$312.3K+$5.9K2026-10-30
Aurora Private Wealth, Inc.
INCREASED1,5861,583+3+0%$302.0K$311-$301.7K2026-10-20
Summit Financial Strategies, Inc.
INCREASED1,5841,230+354+29%$234.3K$310.1K+$75.7K2026-10-14
Ellerson Group Inc
UNCHANGED1,5801,58000%$301.0K$278.9K-$22.1K2026-11-04
Bell Bank
DECREASED1,5771,623-46-3%$309.2K$308.7K-$5162026-10-21
Whelan Financial
INCREASED1,5681,404+164+12%$267.5K$306.9K+$39.4K2026-10-28
Parrish Capital LLC
UNCHANGED1,5561,55600%$296.4K$304.6K+$8.1K2026-10-01
Gould Asset Management LLC
UNCHANGED1,5521,55200%$295.7K$303.8K+$8.1K2026-11-06
Builder Investment Group Inc
UNCHANGED1,5501,55000%$295.3K$303.4K+$8.1K2026-10-22
Eagle Strategies LLC
DECREASED1,5461,547-10%$294.7K$302.6K+$7.9K2026-10-16
Telos Capital Management, Inc.
DECREASED1,5401,835-295-16%$349.5K$301.4K-$48.2K2026-11-02
Diversified Management Inc
UNCHANGED1,5321,53200%$291.9K$299.9K+$8.0K2026-10-08
Annis Gardner Whiting Capital Advisors, LLC
DECREASED1,5281,599-71-4%$304.6K$299.1K-$5.5K2026-11-09
Flagstone Financial Management
UNCHANGED1,5221,52200%$290.0K$297.9K+$8.0K2026-11-05
Tlwm
UNCHANGED1,5181,51800%$289.2K$297.2K+$7.9K2026-10-09
Summit Global Investments
UNCHANGED1,5171,51700%$289.0K$297-$288.7K2026-10-28
Ground Swell Capital, LLC
NEW1,516—+1,516——$296.8K—2026-11-09
American National Bank & Trust
DECREASED1,5161,541-25-2%$293.6K$296.8K+$3.2K2026-10-07
Collier Financial
NEW1,508—+1,508——$295.1K—2026-11-06
Paragon Private Wealth Management, LLC
DECREASED1,5081,766-258-15%$336.5K$295.2K-$41.2K2026-10-20
Legacy Advisory Services, LLC
UNCHANGED1,5021,50200%$286.2K$294.0K+$7.9K2026-10-20
Arcataur Capital Management LLC
UNCHANGED1,5001,50000%$285.8K$293.6K+$7.8K2026-10-21
JB Capital LLC
INCREASED1,4991,161+338+29%$221.2K$293.5K+$72.3K2026-10-19
Blvd Private Wealth, LLC
INCREASED1,4981,064+434+41%$202.7K$293.2K+$90.5K2026-10-14
Post Resch Tallon Group Inc.
UNCHANGED1,4921,49200%$284.3K$292.1K+$7.8K2026-10-09
Almanack Investment Partners, Llc.
DECREASED1,4824,691-3,209-68%$893.7K$290.1K-$603.6K2026-11-03
JIM Saulnier & Associates, LLC
DECREASED1,4821,675-193-12%$319.1K$290.1K-$29.0K2026-11-04
Melone Private Wealth, LLC
UNCHANGED1,4801,48000%$282.0K$289.8K+$7.7K2026-10-16
Centerpoint Advisors, LLC
UNCHANGED1,4801,48000%$282.0K$290-$281.7K2026-11-05
Wellington Grp LLC
UNCHANGED1,4761,47600%$281.2K$288.9K+$7.7K2026-11-06
Northwest Wealth Management, LLC
UNCHANGED1,4761,47600%$281.2K$288.9K+$7.7K2026-10-30
Financial Symmetry Inc
UNCHANGED1,4681,46800%$279.7K$287.4K+$7.7K2026-10-06
Traveka Wealth, LLC
UNCHANGED1,4651,46500%$279.1K$286.8K+$7.7K2026-10-19
Creative Capital Management Investments LLC
INCREASED1,4641,461+3+0%$278.4K$286.6K+$8.2K2026-10-28
Howard Capital Management Group, LLC
UNCHANGED1,4641,46400%$278.9K$286.6K+$7.7K2026-10-16
Able Financial Group, LLC
INCREASED1,4621,382+80+6%$263.3K$286.1K+$22.8K2026-10-14
Paragon Advisors, LLC
NEW1,460—+1,460——$285.8K—2026-11-03
Letson Investment Management, Inc.
UNCHANGED1,4481,44800%$275.9K$283.4K+$7.6K2026-11-05
Beverly Hills Private Wealth, LLC
UNCHANGED1,4471,44700%$275.8K$283.3K+$7.6K2026-11-04
Avion Wealth
DECREASED1,4441,588-144-9%$302.0K$282-$301.7K2026-11-04
Traphagen Investment Advisors LLC
NEW1,443—+1,443——$282.5K—2026-10-14
Sage Financial Group Inc
NEW1,441—+1,441——$282.1K—2026-10-27
Stone Summit Wealth LLC
DECREASED1,4371,877-440-23%$357.6K$281.3K-$76.3K2026-10-14
Woodmont Investment Counsel LLC
INCREASED1,4361,420+16+1%$270.5K$281.1K+$10.6K2026-10-29
Veltria Advisors Corp.
DECREASED1,4331,557-124-8%$296.6K$280.5K-$16.1K2026-11-05
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED1,4321,43200%$272.8K$280.3K+$7.5K2026-10-26
CLG LLC
DECREASED1,4292,791-1,362-49%$531.7K$279.7K-$252.0K2026-10-13
Discipline Wealth Solutions, LLC
DECREASED1,4261,493-67-4%$284.5K$279.2K-$5.3K2026-10-14
Farmers & Merchants Trust Co of Long Beach
UNCHANGED1,4221,42200%$270.9K$278.4K+$7.4K2026-10-22
Seed Wealth Management, Inc.
UNCHANGED1,4221,42200%$270.9K$278.4K+$7.4K2026-10-20
Integrity Advisory Solutions, LLC
NEW1,420—+1,420——$278.0K—2026-10-29
Uptown Financial Advisors LLC
NEW1,416—+1,416——$277.2K—2026-10-15
Shakespeare Wealth Management, LLC
INCREASED1,4161,272+144+11%$242.4K$277.2K+$34.8K2026-10-28
Ellsworth Advisors, LLC
INCREASED1,4161,415+1+0%$256.9K$277.1K+$20.3K2026-10-15
Acumen Wealth Advisors, LLC
DECREASED1,4131,429-16-1%$272.3K$276.6K+$4.3K2026-11-05
First Growth Capital LLC
DECREASED1,4011,506-105-7%$286.9K$274.3K-$12.6K2026-10-15
Detalus Advisors, LLC
UNCHANGED1,4011,40100%$266.9K$274.2K+$7.3K2026-10-15
Ceera Investments, LLC
UNCHANGED1,4001,40000%$266.7K$274.1K+$7.3K2026-11-02
Solano Wealth Investment Advisors LLC
UNCHANGED1,4001,40000%$266.7K$274.1K+$7.3K2026-11-06
Canopy Partners, LLC
UNCHANGED1,4001,40000%$266.7K$274.1K+$7.3K2026-10-28
TSA Wealth Managment LLC
UNCHANGED1,3941,39400%$265.6K$272.9K+$7.3K2026-10-22
Global Trust Asset Management, LLC
DECREASED1,3932,103-710-34%$400.7K$272.7K-$128.0K2026-10-19
J. Derek Lewis & Associates Inc.
UNCHANGED1,3921,39200%$265.2K$272.5K+$7.3K2026-11-03
Bare Financial Services, Inc
INCREASED1,3871,156+231+20%$220.2K$271.5K+$51.3K2026-11-04
Clayton Financial Group LLC
UNCHANGED1,3841,38400%$263.7K$270.9K+$7.2K2026-10-13
AlTi Global, Inc.
DECREASED1,3811,519-138-9%$289.4K$270.3K-$19.1K2026-11-09
Interchange Capital Partners, LLC
DECREASED1,3781,379-10%$262.6K$269.6K+$7.0K2026-10-28
Lineweaver Wealth Advisors, LLC
UNCHANGED1,3761,37600%$262.1K$269.4K+$7.3K2026-10-13
Reap Financial Group, LLC
INCREASED1,3741,373+1+0%$261.5K$268.9K+$7.4K2026-11-02
Unify Financial Advisors
UNCHANGED1,3701,37000%$261.0K$268.2K+$7.2K2026-11-03
Canandaigua National Bank & Trust Co
UNCHANGED1,3701,37000%$261.0K$268.2K+$7.2K2026-10-07
SYM Financial Corp
UNCHANGED1,3581,35800%$258.7K$265.8K+$7.1K2026-10-26
Wedgewood Investors Inc
DECREASED1,3561,396-40-3%$266.0K$265.4K-$5292026-10-28
Cypress Point Wealth Management, LLC
UNCHANGED1,3541,35400%$258.0K$265.0K+$7.1K2026-11-03
Covenant Asset Management, LLC
INCREASED1,3531,342+11+1%$255.7K$264.9K+$9.2K2026-10-14
Holos Integrated Wealth LLC
UNCHANGED1,3531,35300%$242.4K$251.6K+$9.2K2026-10-23
Cannon Financial Strategists, Inc.
INCREASED1,3521,304+48+4%$248.5K$264.7K+$16.2K2026-10-19
Lighthouse Wealth Management Inc.
DECREASED1,3471,352-50%$257.6K$263.7K+$6.1K2026-10-13
Wealth Effects LLC
INCREASED1,3441,269+75+6%$241.8K$263.1K+$21.3K2026-10-23
Ballast Financial Advisors LLC
INCREASED1,3411,331+10+1%$253.6K$262.5K+$8.9K2026-10-26
Barnes Wealth Management Group, Inc
INCREASED1,3381,220+118+10%$232.4K$261.9K+$29.5K2026-11-09
Lockerman Financial Group, Inc.
DECREASED1,3331,384-51-4%$263.7K$260.9K-$2.7K2026-10-19
Aspen Wealth Management LLC
UNCHANGED1,3321,33200%$253.7K$260.8K+$7.1K2026-10-14
Davis Capital Management
DECREASED1,3261,359-33-2%$258.9K$259.6K+$6482026-10-08
Mcrae Capital Management Inc
DECREASED1,3241,460-136-9%$278.1K$259.3K-$18.8K2026-10-15
Fulton Bank, N.A.
UNCHANGED1,3241,32400%$252.2K$259.2K+$6.9K2026-10-14
Winthrop Capital Management, LLC
UNCHANGED1,3221,32200%$252.0K$258.8K+$6.8K2026-11-05
Barrett & Company, Inc.
UNCHANGED1,3221,32200%$251.9K$258.8K+$6.9K2026-10-22
LWM Advisors Inc
INCREASED1,3201,319+1+0%$251.3K$258.3K+$7.0K2026-10-08
Griffith & Werner, Inc.
UNCHANGED1,3181,31800%$251.0K$258.0K+$7.0K2026-11-04
Virtue Asset Management LLC
UNCHANGED1,3121,31200%$250.0K$256.8K+$6.9K2026-10-21
USA Financial Formulas
NEW1,308—+1,308——$256.0K—2026-10-16
Verus Wealth Management, LLC
UNCHANGED1,3081,30800%$249.2K$256.0K+$6.8K2026-10-13
Heffernan Advisory, Inc
NEW1,300—+1,300——$254.5K—2026-10-13
Pinkerton Wealth, LLC
NEW1,300—+1,300——$254.5K—2026-10-29
Baxter Bros Inc
UNCHANGED1,2981,29800%$247.3K$254.1K+$6.8K2026-11-04
Etesian Wealth Advisors, Inc.
UNCHANGED1,2941,29400%$246.5K$253.3K+$6.8K2026-10-27
Hamilton Capital, LLC
NEW1,293—+1,293——$253.2K—2026-10-08
Roman Butler Fullerton & Co
DECREASED1,2915,194-3,903-75%$941.7K$240.2K-$701.4K2026-10-27
Waldron Private Wealth LLC
DECREASED1,2903,813-2,523-66%$726.0K$252.1K-$473.9K2026-11-02
Royal Harbor Partners, LLC
UNCHANGED1,2901,29000%$245.8K$252.5K+$6.7K2026-10-29
Virtue Capital Management, LLC
INCREASED1,2871,177+110+9%$224.2K$251.9K+$27.7K2026-10-29
Patten Group, Inc.
DECREASED1,2851,578-293-19%$300.6K$251.6K-$49.1K2026-10-26
Cornerstone Planning Group LLC
DECREASED1,2781,494-216-14%$269.4K$254.1K-$15.3K2026-10-16
Tenet Wealth Partners, LLC
UNCHANGED1,2751,27500%$222.2K$249.6K+$27.3K2026-10-19
Austin Asset Management Co Inc
NEW1,270—+1,270——$248.6K—2026-10-29
DWM Financial Group, Inc.
NEW1,269—+1,269——$248.5K—2026-10-28
Bluesphere Advisors LLC
UNCHANGED1,2681,26800%$241.5K$248.2K+$6.6K2026-10-19
Core Wealth Advisors, LLC
UNCHANGED1,2631,26300%$240.6K$247.2K+$6.6K2026-11-05
Natural Investments, LLC
INCREASED1,2621,132+130+11%$215.0K$247.0K+$32.0K2026-11-06
Argyle Capital Management, LLC
UNCHANGED1,2601,26000%$240.1K$246.6K+$6.6K2026-10-28
Schwartz Investment Counsel Inc
UNCHANGED1,2561,25600%$239.3K$245.9K+$6.6K2026-10-26
Greykasell Wealth Strategies, Inc.
INCREASED1,2521,251+1+0%$238.4K$245.0K+$6.6K2026-11-09
Peak Wealth Management LLC
DECREASED1,2501,253-30%$238.7K$231.8K-$6.9K2026-10-26
StoneCrest Wealth Management, Inc.
DECREASED1,2451,265-20-2%$241.0K$243.7K+$2.7K2026-11-03
Hendershot Investments Inc.
DECREASED1,2403,319-2,079-63%$632.3K$242.7K-$389.6K2026-11-05
Carolina Wealth Management Inc
UNCHANGED1,2401,24000%$236.2K$242.7K+$6.5K2026-10-29
Triton Wealth Management, Pllc
DECREASED1,2391,244-50%$225.6K$218.8K-$6.8K2026-11-04
Lotus Asset Management LLC
INCREASED1,2381,156+82+7%$220.4K$242.4K+$22.0K2026-10-14
First Pacific Financial
DECREASED1,2381,269-31-2%$241.8K$242.3K+$4512026-10-14
Quarry Hill Advisors, LLC
INCREASED1,2381,237+1+0%$235.7K$242.4K+$6.7K2026-11-04
Marino, Stram & Associates LLC
UNCHANGED1,2321,23200%$234.7K$241.2K+$6.4K2026-10-22
Madrona Financial Services, LLC
UNCHANGED1,2321,23200%$234.7K$241.2K+$6.4K2026-10-23
Aaron Wealth Advisors LLC
UNCHANGED1,2301,23000%$234.3K$240.8K+$6.4K2026-10-13
Pegasus Asset Management, Inc.
UNCHANGED1,2261,22600%$233.6K$240.0K+$6.4K2026-11-03
Aegis Wealth Management, Inc.
DECREASED1,2241,285-61-5%$244.8K$239.6K-$5.2K2026-10-26
PMG Family Office LLC
UNCHANGED1,2241,22400%$233.2K$239.6K+$6.4K2026-10-19
First Financial Group Corp
UNCHANGED1,2221,22200%$232.8K$239.2K+$6.4K2026-10-22
Point Nemo Capital, LLC
DECREASED1,21826,177-24,959-95%$5.0M$238.4K-$4.7M2026-11-03
ASL Financial, LLC
UNCHANGED1,2181,21800%$232.1K$238.4K+$6.4K2026-10-15
Charter Capital Management, Llc\de
UNCHANGED1,2181,21800%$232.1K$238.4K+$6.4K2026-10-28
Fermata Advisors, LLC
INCREASED1,2161,215+1+0%$231.5K$238.0K+$6.4K2026-10-13
River Street Advisors LLC
UNCHANGED1,2141,21400%$231.3K$237.6K+$6.3K2026-10-22
Oak Barrel Wealth Advisory LLC
INCREASED1,2091,207+2+0%$230.0K$236.6K+$6.6K2026-11-05
Focus Wealth Advisors, LLC
UNCHANGED1,2041,20400%$229.4K$235.7K+$6.3K2026-10-14
L.K. Benson & Company, P.C.
UNCHANGED1,2001,20000%$228.6K$234.9K+$6.3K2026-10-23
Nolet Wealth Management, LLC
UNCHANGED1,2001,20000%$228.6K$234.9K+$6.3K2026-10-15
Cornerstone Wealth Advisors, Inc.
UNCHANGED1,2001,20000%$228.6K$234.9K+$6.3K2026-10-16
Security National Bank
UNCHANGED1,2001,20000%$228.6K$234.9K+$6.3K2026-10-26
Centerpoint Advisory Group
UNCHANGED1,2001,20000%$228.6K$234.9K+$6.3K2026-10-23
QTR Family Wealth, LLC
DECREASED1,1991,217-18-1%$231.9K$234.6K+$2.8K2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED1,1961,19600%$227.9K$234.1K+$6.3K2026-10-15
Marquette Asset Management, LLC
UNCHANGED1,1961,19600%$227.9K$234.1K+$6.3K2026-10-09
Independent Wealth Advisors LLC
INCREASED1,1881,187+1+0%$226.1K$232.6K+$6.5K2026-10-27
Novem Group
INCREASED1,1861,176+10+1%$224.2K$232.3K+$8.0K2026-10-19
MW Advisory, LLC
UNCHANGED1,1791,17900%$224.6K$230.8K+$6.2K2026-10-19
Berkshire Money Management, Inc.
NEW1,176—+1,176——$230.2K—2026-10-21
GEM Asset Management, LLC
UNCHANGED1,1761,17600%$224.1K$230.2K+$6.2K2026-10-13
Brown Wealth Management, LLC
DECREASED1,1661,180-14-1%$224.7K$228.2K+$3.5K2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED1,1641,16400%$221.8K$227.9K+$6.1K2026-10-30
Mainstay Capital Management LLC
INCREASED1,1581,154+4+0%$219.9K$226.7K+$6.8K2026-11-09
Strategic Advisory Partners, LLC
UNCHANGED1,1581,15800%$220.6K$226.7K+$6.1K2026-11-06
Fortress Financial Solutions, LLC
NEW1,155—+1,155——$226.1K—2026-10-14
Gainplan LLC
INCREASED1,1551,067+88+8%$203.3K$226.1K+$22.8K2026-10-09
Verde Capital Management
DECREASED1,1551,169-14-1%$222.8K$226.2K+$3.4K2026-10-28
Versant Capital Management, Inc
UNCHANGED1,1541,15400%$219.9K$225.9K+$6.0K2026-10-02
Revolve Wealth Partners, LLC
DECREASED1,1491,282-133-10%$244.3K$224.9K-$19.4K2026-10-23
Wetzel Investment Advisors, Inc.
DECREASED1,1431,203-60-5%$229.2K$223.7K-$5.5K2026-10-13
Monetary Solutions, Ltd
DECREASED1,1401,460-320-22%$278.2K$223.2K-$55.0K2026-10-22
Zions Bancorporation, National Association
INCREASED1,13342+1,091+2598%$8.0K$221.8K+$213.8K2026-11-06
Coquina Private Wealth LLC
UNCHANGED1,1321,13200%$215.7K$221.6K+$5.9K2026-10-27
Boyd Wealth Management, LLC
NEW1,130—+1,130——$221.2K—2026-10-20
Grey Fox Wealth Advisors, LLC
UNCHANGED1,1261,12600%$214.5K$220.4K+$5.9K2026-11-03
Tannin Capital LLC
DECREASED1,1211,621-500-31%$308.8K$219.4K-$89.4K2026-11-05
Southern Capital Advisors, LLC
UNCHANGED1,1191,11900%$213.1K$219.1K+$6.0K2026-10-26
Symphony Financial Services, Inc.
UNCHANGED1,1181,11800%$213.1K$218.9K+$5.8K2026-11-09
Amarillo National Bank
DECREASED1,1171,172-55-5%$223.3K$218.7K-$4.6K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,1165,894-4,778-81%$1.1M$218.5K-$904.6K2026-10-14
MBA Advisors LLC
DECREASED1,1121,202-90-7%$229.0K$217.7K-$11.3K2026-10-29
Mallini Complete Financial Planning LLC
NEW1,109—+1,109——$217.1K—2026-10-06
Sage Mountain Advisors LLC
UNCHANGED1,1081,10800%$211.1K$216.9K+$5.8K2026-11-02
Jnba Financial Advisors
INCREASED1,1061,003+103+10%$191.1K$216.5K+$25.4K2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED1,1061,10600%$210.7K$216.5K+$5.8K2026-10-29
True Link Financial Advisors, LLC
NEW1,102—+1,102——$215.7K—2026-10-27
Elevated Financial Group LLC
DECREASED1,0981,426-328-23%$271.7K$214.9K-$56.7K2026-10-16
West Wealth Group, LLC
INCREASED1,0971,095+2+0%$208.8K$214.7K+$6.0K2026-10-14
Abacus Wealth Partners, LLC
NEW1,092—+1,092——$213.8K—2026-11-03
USAdvisors Wealth Management, LLC
INCREASED1,0901,089+1+0%$207.0K$213-$206.8K2026-10-21
RKL Wealth Management LLC
DECREASED1,0881,946-858-44%$370.7K$212.9K-$157.7K2026-10-16
Kestra Investment Management, LLC
DECREASED1,0872,321-1,234-53%$442.3K$212.8K-$229.5K2026-11-04
Laurel Wealth Planning LLC
DECREASED1,0871,090-30%$207.7K$212.8K+$5.1K2026-11-02
Lmcg Investments, LLC
DECREASED1,0842,482-1,398-56%$472.9K$212.2K-$260.7K2026-10-21
Liberty Atlantic Advisors LLC
DECREASED1,0841,105-21-2%$210.5K$212.2K+$1.7K2026-10-14
Vawter Financial, Ltd.
UNCHANGED1,0841,08400%$206.5K$212.2K+$5.7K2026-11-10
Lee, Kelleher & Klein Wealth Management
UNCHANGED1,0801,08000%$205.8K$211.4K+$5.6K2026-10-08
Brady Martz Wealth Solutions, LLC
UNCHANGED1,0681,06800%$203.5K$209.1K+$5.6K2026-11-05
Argentarii, LLC
NEW1,066—+1,066——$208.6K—2026-10-28
Murphy Pohlad Asset Management LLC
NEW1,063—+1,063——$208.1K—2026-10-22
EQ LLC
UNCHANGED1,0631,06300%$202.5K$208.1K+$5.7K2026-11-09
IFG Advisors, LLC
UNCHANGED1,0621,06200%$202.3K$207.9K+$5.6K2026-10-15
Chiron Capital Management, LLC
DECREASED1,0611,106-45-4%$210.6K$207.7K-$3.0K2026-10-15
marrick wealth, LLC
DECREASED1,0591,061-20%$202.1K$207.3K+$5.2K2026-10-20
Reynders McVeigh Capital Management, LLC
UNCHANGED1,0581,05800%$202.0K$207.1K+$5.1K2026-10-30
Financial Security Advisor, Inc.
UNCHANGED1,0531,05300%$200.6K$206.2K+$5.6K2026-11-03
Entrewealth, LLC
NEW1,049—+1,049——$205.3K—2026-10-14
Jacobs & Co
NEW1,048—+1,048——$205—2026-10-09
Richard P Slaughter Associates Inc
NEW1,048—+1,048——$205.1K—2026-10-13
Carroll Advisory Group, LLC
NEW1,047—+1,047——$205.0K—2026-10-16
Thrive Wealth Management, LLC
NEW1,046—+1,046——$204.8K—2026-10-13
Hummer Financial Advisory Services Inc
NEW1,040—+1,040——$203.6K—2026-10-09
Peterson Wealth Services
INCREASED1,0371,036+1+0%$197.4K$203.0K+$5.6K2026-10-26
Johnson Wealth Management, LLC
NEW1,030—+1,030——$201.6K—2026-11-09
GSG Advisors LLC
NEW1,026—+1,026——$200.8K—2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED1,0161,414-398-28%$269.4K$198.9K-$70.5K2026-10-16
Albion Financial Group
DECREASED1,0151,601-586-37%$305.0K$198.7K-$106.3K2026-10-21
Morse Asset Management, Inc
UNCHANGED1,0001,00000%$190.5K$195.8K+$5.2K2026-11-09
Moisand Fitzgerald Tamayo, LLC
INCREASED992744+248+33%$141.8K$194.2K+$52.4K2026-10-15
Bulwark Capital Corp
UNCHANGED97097000%$184.8K$189.9K+$5.1K2026-10-13
Align Financial, LLC
DECREASED9561,404-448-32%$267.5K$187.1K-$80.4K2026-10-16
Pacifica Partners Inc.
UNCHANGED94094000%$168.1K$185.6K+$17.5K2026-10-09
Next Level Wealth Planning, LLC
NEW930—+930——$182.0K—2026-10-29
Tounjian Advisory Partners, LLC
INCREASED894693+201+29%$132.1K$175.1K+$43.0K2026-11-04
DecisionPoint Financial, LLC
DECREASED8501,000-150-15%$185.6K$168.1K-$17.5K2026-10-27
Birchwood Financial Partners, Inc.
NEW847—+847——$165.8K—2026-11-02
Roxbury Financial LLC
INCREASED847846+1+0%$161.2K$165.7K+$4.5K2026-10-01
First Premier Bank
DECREASED844849-5-1%$162$166+$42026-10-13
Bochk Asset Management Ltd
UNCHANGED81081000%$154.3K$158.6K+$4.2K2026-10-29
Legacies Wealth LLC
UNCHANGED80080000%$152.4K$156.6K+$4.2K2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED80080000%$152.4K$156.6K+$4.2K2026-10-28
Old Second National Bank of Aurora
UNCHANGED80080000%$152.4K$156.6K+$4.2K2026-10-22
RMG Wealth Management LLC
UNCHANGED76476400%$144.3K$139.2K-$5.1K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED760767-7-1%$146.2K$148.8K+$2.7K2026-10-23
Entrust Financial LLC
UNCHANGED74974900%$142.7K$146.6K+$3.9K2026-11-04
William Mack & Associates, Inc.
NEW746—+746——$146.0K—2026-10-27
Advanced Asset Management Advisors Inc
UNCHANGED74674600%$142.1K$146.0K+$3.9K2026-10-20
Navigoe, LLC
INCREASED735435+300+69%$82$143+$612026-11-04
Investment Research & Advisory Group, Inc.
DECREASED731788-57-7%$224.2K$214.5K-$9.7K2026-10-19
Wagner Wealth Management, LLC
INCREASED724674+50+7%$128.4K$141.8K+$13.4K2026-10-21
3Chopt Investment Partners, LLC
DECREASED718722-4-1%$137.6K$140.5K+$3.0K2026-10-30
NBH Bank
UNCHANGED71171100%$135.5K$139.2K+$3.7K2026-11-05
Financial Consulate, Inc
UNCHANGED70870800%$134.9K$138.6K+$3.7K2026-10-23
Gables Capital Management Inc.
UNCHANGED68268200%$129.9K$133.5K+$3.6K2026-11-04
Birch Financial Group, LLC
NEW675—+675——$132.1K—2026-10-27
Cardiff Park Advisors, LLC
INCREASED652651+1+0%$124.1K$127.7K+$3.6K2026-11-09
Knuff & Co LLC
UNCHANGED65065000%$123.8K$127.2K+$3.4K2026-11-06
S.A. Mason LLC
UNCHANGED64864800%$123.5K$126.8K+$3.4K2026-10-13
Downshift Financial, LLC
INCREASED634582+52+9%$110.9K$124.1K+$13.2K2026-10-13
Kroeger Financial Partners
UNCHANGED61861800%$117.7K$121.0K+$3.2K2026-10-19
Coastline Trust Co
UNCHANGED61061000%$116.2K$119.4K+$3.2K2026-10-01
Cypress Capital Management LLC (WY)
UNCHANGED60860800%$115.8K$119.0K+$3.2K2026-11-09
Trust Co of Toledo NA
INCREASED600466+134+29%$88.8K$117.5K+$28.7K2026-10-16
Key FInancial Inc
DECREASED571901-330-37%$171.7K$111.8K-$59.9K2026-11-02
Piedmont Capital Management, LLC
UNCHANGED55055000%$104.8K$107.7K+$2.9K2026-10-21
Luken Investment Analytics, LLC
UNCHANGED54454400%$103.6K$106.5K+$2.8K2026-11-06
Provenance Wealth Advisors, LLC
NEW540—+540——$105.7K—2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED52052000%$99.1K$101.8K+$2.7K2026-10-16
GK Wealth Management LLC
NEW518—+518——$101.5K—2026-10-09
Vision Financial Markets LLC
UNCHANGED50550500%$93.6K$99.8K+$6.3K2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED504336+168+50%$45.8K$98.7K+$52.9K2026-10-14
Evolution Wealth Management Inc.
INCREASED490408+82+20%$77.7K$95.9K+$18.2K2026-10-28
V-Square Quantitative Management LLC
UNCHANGED47647600%$90.7K$93.2K+$2.5K2026-10-15
Eukles Asset Management
UNCHANGED46646600%$88.8K$91.2K+$2.4K2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED450451-10%$85.8K$88.1K+$2.2K2026-11-02
Walsh & Associates, LLC
DECREASED448518-70-14%$98.7K$87.7K-$11.0K2026-11-09
Valued Wealth Advisors LLC
UNCHANGED44044000%$83.8K$86.1K+$2.3K2026-11-05
Natixis
DECREASED4373,634-3,197-88%$692.4K$85.5K-$606.8K2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED43443400%$82.7K$85.0K+$2.3K2026-10-22
Evermay Wealth Management LLC
UNCHANGED41641600%$79.3K$81.4K+$2.2K2026-11-05
PMV Capital Advisers, LLC
UNCHANGED40140100%$76.4K$78.5K+$2.1K2026-11-09
Key Capital Management, Inc
UNCHANGED40040000%$76.2K$78.3K+$2.1K2026-11-03
Rakuten Securities, Inc.
DECREASED396841-445-53%$160.2K$77.5K-$82.7K2026-11-02
Main Street Group, LTD
UNCHANGED39539500%$75.2K$77.3K+$2.1K2026-10-28
Mascoma Wealth Management LLC
UNCHANGED39539500%$75.2K$77.2K+$2.1K2026-10-23
Chapman Financial Group, LLC
UNCHANGED39339300%$74.9K$76.9K+$2.1K2026-10-26
DeDora Capital, Inc.
NEW384—+384——$75.2K—2026-10-26
Hartford Financial Management Inc.
UNCHANGED37637600%$71.6K$73.6K+$2.0K2026-10-21
Rothwell Investment Advisors, LLC
NEW373—+373——$73.0K—2026-11-06
Transce3nd, LLC
DECREASED360408-48-12%$75.8K$67.9K-$7.9K2026-10-26
Costello Asset Management, Inc
UNCHANGED35835800%$68.2K$70.2K+$1.9K2026-10-30
Financial Perspectives, Inc
INCREASED354320+34+11%$61.0K$69.3K+$8.3K2026-11-03
Capital Investment Counsel, Inc
UNCHANGED35035000%$66.7K$68.5K+$1.8K2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED34634600%$65.9K$67.7K+$1.8K2026-10-07
GGM Financial LLC
UNCHANGED33133100%$63.0K$64.8K+$1.8K2026-11-05
BankChampaign, National Association
UNCHANGED33033000%$42.8K$42.8K$02026-10-19
Silvant Capital Management LLC
NEW329—+329——$64.5K—2026-11-09
Essential Investment Partners LLC
DECREASED322522-200-38%$99.5K$63.0K-$36.4K2026-10-27
Covestor Ltd
DECREASED320383-63-16%$73.0K$63-$72.9K2026-10-30
Godfrey Financial Associates, Inc.
INCREASED320300+20+7%$61.0K$62.6K+$1.7K2026-11-10
Chung Wu Investment Group, LLC
UNCHANGED31631600%$60.2K$61.9K+$1.7K2026-11-03
Quaker Wealth Management, LLC
UNCHANGED31431400%$59.8K$61.5K+$1.6K2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED31231200%$59.4K$61.1K+$1.6K2026-10-19
Abound Wealth Management
INCREASED29916+283+1769%$3.0K$58.6K+$55.5K2026-10-26
Piscataqua Savings Bank
UNCHANGED29629600%$56.4K$57.9K+$1.6K2026-10-21
Brown, Lisle Ings, Inc.
INCREASED286230+56+24%$43.8K$56.0K+$12.2K2026-10-16
First Bancorp, Inc
UNCHANGED28628600%$54.5K$56.0K+$1.5K2026-10-26
Steph & Co
UNCHANGED28228200%$53.7K$55.2K+$1.5K2026-10-07
West Branch Capital LLC
UNCHANGED27427400%$52.2K$53.6K+$1.4K2026-10-20
Private Wealth Management Group, LLC
NEW266—+266——$52.1K—2026-10-19
Reyes Financial Architecture, Inc.
UNCHANGED26226200%$49.9K$51.3K+$1.4K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED25425400%$48.4K$49.7K+$1.3K2026-10-23
City State Bank
UNCHANGED23023000%$43.8K$45.0K+$1.2K2026-10-20
Smithfield Trust Co
UNCHANGED22022000%$42.0K$43-$42.0K2026-11-09
Union Savings Bank
UNCHANGED21621600%$41.2K$42.3K+$1.1K2026-10-14
Tower View Wealth Management LLC
UNCHANGED20920900%$39.8K$40.9K+$1.1K2026-10-23
James T. Borello RIA
UNCHANGED20420400%$38.9K$39.9K+$1.1K2026-10-16
Community Financial Services Group, LLC
DECREASED200480-280-58%$89.1K$39.6K-$49.5K2026-10-15
True Wealth Design, LLC
UNCHANGED20020000%$38.1K$39.2K+$1.0K2026-10-13
JTC Employer Solutions Trustee Ltd
DECREASED190380-190-50%$47$23-$242026-11-09
Cherry Tree Wealth Management, LLC
DECREASED186212-26-12%$40.4K$36.4K-$4.0K2026-10-15
Blume Capital Management, Inc.
UNCHANGED17717700%$33.7K$34.7K+$9652026-10-26
Go Invest LLC
INCREASED152150+2+1%$28.7K$29.7K+$1.0K2026-10-09
United Financial Planning Group LLC
UNCHANGED14914900%$28.3K$29.1K+$7772026-11-04
Southern Michigan Bank & Trust
UNCHANGED14214200%$27.1K$27.8K+$7432026-10-19
Mosley Wealth Management
UNCHANGED12912900%$24.6K$24.4K-$1712026-10-16
Cordgrass Capital Advisors, LLC
INCREASED125123+2+2%$23.4K$24.5K+$1.0K2026-10-30
Daytona Street Capital LLC
UNCHANGED12012000%$22.3K$24.0K+$1.8K2026-10-15
New England Capital Financial Advisors LLC
NEW118—+118——$23.1K—2026-11-03
Wolff Wiese Magana LLC
UNCHANGED11411400%$21.7K$22.3K+$5962026-10-15
Arvest Investments, Inc.
UNCHANGED11211200%$21.3K$21.9K+$5862026-10-21
Carota Wealth Management
NEW110—+110——$21.5K—2026-11-03
Richardson Capital Management LLC
UNCHANGED10810800%$20.6K$21.1K+$5652026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED10610600%$20.2K$20.8K+$5552026-10-15
Lynch Investment Planning, LLC
NEW104—+104——$20.4K—2026-10-27
Arlington Trust Co LLC
DECREASED100320-220-69%$61.0K$19.6K-$41.4K2026-10-20
Berbice Capital Management LLC
UNCHANGED10010000%$19.0K$19.6K+$5312026-10-13
Sankala Group LLC
UNCHANGED888800%$16.3K$17.3K+$9982026-11-09
Ares Financial Consulting, LLC
UNCHANGED868600%$16.4K$16.9K+$4692026-10-19
Hager Investment Management Services, LLC
UNCHANGED868600%$16.4K$16.8K+$4502026-11-04
WPG Advisers, LLC
DECREASED84219-135-62%$41.7K$16.4K-$25.3K2026-10-27
Philadelphia Investment Partners, LLC
UNCHANGED848400%$16.1K$16.4K+$3562026-11-09
Gleason Group, Inc.
UNCHANGED727200%$13.8K$14.1K+$3942026-10-15
Wealth Enhancement Trust Services, Inc.
NEW68—+68——$13.3K—2026-10-07
Networth Advisors, LLC
UNCHANGED686800%$13.0K$13.3K+$3712026-11-03
NorthAvenue LLC
UNCHANGED666600%$12.6K$12.9K+$3452026-10-29
Friedenthal Financial
DECREASED64953-889-93%$181.6K$12.5K-$169.0K2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED646400%$12.2K$12.5K+$3352026-10-23
Vermillion Wealth Management, Inc.
DECREASED575,880-5,823-99%$1.1M$11.2K-$1.1M2026-10-26
Daiwa Securities Group Inc.
INCREASED4743+4+9%$8.2K$9.2K+$1.0K2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED444400%$8.4K$8.6K+$2302026-10-16
Sfam, LLC
UNCHANGED404000%$7.6K$7.8K+$2092026-11-03
Ulland Investment Advisors, LLC
UNCHANGED343400%$6$7+$12026-10-13
American Capital Advisory, LLC
DECREASED2728-1-4%$5.3K$5.3K-$492026-10-28
Burkett Financial Services, LLC
NEW24—+24——$4.7K—2026-10-01
Polaris Financial Partners
NEW24—+24——$5—2026-10-02
Central Pacific Bank - Trust Division
DECREASED2426-2-8%$5.0K$4.7K-$2552026-10-06
GoalVest Advisory LLC
UNCHANGED242400%$4.6K$4.7K+$1262026-10-02
Rydar Equities, Inc.
NEW22—+22——$4.4K—2026-10-13
Gilpin Wealth Management, LLC
DECREASED20126-106-84%$24.0K$3.9K-$20.1K2026-10-09
Hickory Point Bank & Trust
UNCHANGED202000%$3.8K$3.9K+$1052026-10-01
Center for Financial Planning, Inc.
UNCHANGED181800%$3.4K$3.5K+$932026-10-26
Atwood & Palmer Inc
UNCHANGED161600%$3.0K$3.1K+$832026-10-08
IAG Wealth Partners, LLC
NEW10—+10——$2.0K—2026-11-06
Foresight Capital Management Advisors, Inc.
NEW10—+10——$2.0K—2026-10-27
Richardson Financial Services Inc.
DECREASED1014-4-29%$2.7K$2.0K-$7092026-10-30
Kings Path Partners LLC
NEW9—+9——$1.8K—2026-10-21
Ascentis Wealth Management, LLC
NEW5—+5——$1.1K—2026-11-03
Jefferies Financial Group Inc.
CLOSED0143,005-143,005-100%$27.2M$0-$27.2M2026-11-05
Clark Financial Services Group Inc
CLOSED024,919-24,919-100%$4.7M$0-$4.7M2026-10-19
Bryant Woods Investment Advisors, LLC
CLOSED022,700-22,700-100%$4.3M$0-$4.3M2026-10-26
Imc-Chicago, LLC
CLOSED020,937-20,937-100%$4.0M$0-$4.0M2026-11-05
Doliver Advisors, LP
CLOSED012,972-12,972-100%$2.5M$0-$2.5M2026-10-01
Moody Lynn Lieberson & Walker, LLC
CLOSED011,917-11,917-100%$2.3M$0-$2.3M2026-10-14
Sunesis Advisors, LLC
CLOSED09,284-9,284-100%$1.8M$0-$1.8M2026-10-26
Cabana LLC
CLOSED08,846-8,846-100%$1.7M$0-$1.7M2026-11-04
Stapp Wealth Management, Pllc
CLOSED08,725-8,725-100%$1.7M$0-$1.7M2026-10-15
Dana Investment Advisors, Inc.
CLOSED08,207-8,207-100%$1.6M$0-$1.6M2026-11-06
Axim Planning & Wealth
CLOSED06,016-6,016-100%$1.1M$0-$1.1M2026-10-28
Wellington Shields & Co., LLC
CLOSED06,014-6,014-100%$1.1M$0-$1.1M2026-11-03
Cullen Capital Management, LLC
CLOSED05,179-5,179-100%$986.7K$0-$986.7K2026-11-10
Pacific Excel Wealth Advisors, Inc.
CLOSED04,252-4,252-100%$810.0K$0-$810.0K2026-10-27
Kelleher Financial Advisors
CLOSED04,000-4,000-100%$762.1K$0-$762.1K2026-10-30
Wakefield Asset Management Lllp
CLOSED03,652-3,652-100%$695.8K$0-$695.8K2026-11-05
Semitam Bonam LLC
CLOSED03,350-3,350-100%$638.2K$0-$638.2K2026-10-27
Precedent Wealth Partners, LLC
CLOSED03,021-3,021-100%$575.6K$0-$575.6K2026-10-21
Verity Asset Management, Inc.
CLOSED02,614-2,614-100%$497.9K$0-$497.9K2026-10-30
Impact Investors, Inc
CLOSED02,246-2,246-100%$427.9K$0-$427.9K2026-11-02
Provident Wealth Management, LLC
CLOSED02,231-2,231-100%$425.1K$0-$425.1K2026-10-20
Greenup Street Wealth Management LLC
CLOSED01,724-1,724-100%$328.5K$0-$328.5K2026-10-28
Mizuho Markets Americas LLC
CLOSED01,600-1,600-100%$304.8K$0-$304.8K2026-11-09
Parcion Private Wealth LLC
CLOSED01,492-1,492-100%$284.3K$0-$284.3K2026-10-28
Cpwa, LLC
CLOSED01,380-1,380-100%$262.9K$0-$262.9K2026-11-04
GLR Partners, LLC
CLOSED01,325-1,325-100%$252.4K$0-$252.4K2026-11-04
Grandfield & Dodd, LLC
CLOSED01,310-1,310-100%$249.7K$0-$249.7K2026-10-29
Strategic Financial Services, Inc.
CLOSED01,267-1,267-100%$241.4K$0-$241.4K2026-11-10
Marietta Wealth Management, LLC
CLOSED01,246-1,246-100%$237.4K$0-$237.4K2026-10-22
Accelerate Investment Advisors LLC
CLOSED01,223-1,223-100%$233.1K$0-$233.1K2026-11-02
PPS&V Asset Management Consultants, Inc.
CLOSED01,118-1,118-100%$213.1K$0-$213.1K2026-10-06
Warburton Capital Management, LLC
CLOSED01,114-1,114-100%$212.0K$0-$212.0K2026-11-06
Auour Investments LLC
CLOSED01,104-1,104-100%$210.3K$0-$210.3K2026-10-28
Allen Capital Group, LLC
CLOSED01,092-1,092-100%$208.0K$0-$208.0K2026-10-27
Woodley Farra Manion Portfolio Management Inc
CLOSED01,063-1,063-100%$202.5K$0-$202.5K2026-11-05
Foster Group, Inc.
CLOSED01,060-1,060-100%$202.0K$0-$202.0K2026-10-13
BankPlus Trust Department
CLOSED0831-831-100%$158.3K$0-$158.3K2026-11-06
Founders Capital Management
CLOSED0713-713-100%$135.9K$0-$135.9K2026-10-13
FNY Investment Advisers, LLC
CLOSED0360-360-100%$68$0-$682026-10-16
Stone House Investment Management, LLC
CLOSED0336-336-100%$64.0K$0-$64.0K2026-10-23
Wellington Shields Capital Management, LLC
CLOSED0260-260-100%$49.5K$0-$49.5K2026-11-03
Park Place Capital Corp
CLOSED0178-178-100%$33.9K$0-$33.9K2026-11-09
Ball & Co Wealth Management Inc.
CLOSED0154-154-100%$29$0-$292026-11-05
Blueline Advisors LLC
CLOSED0128-128-100%$21.6K$0-$21.6K2026-10-15
Obsidian CIO, LLC
CLOSED057-57-100%$10.9K$0-$10.9K2026-11-05
Addison Advisors LLC
CLOSED03-3-100%$572$0-$5722026-11-06
Raleigh Capital Management Inc.
CLOSED000—$86$0-$862026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.8M$2.4M+$584.4K2026-10-29
Wells Fargo & Company
N/A—24,424,085-24,424,085-100%$4.7B———
Bank of America Corp
N/A—22,775,787-22,775,787-100%$4.3B———
Morgan Stanley
N/A—19,733,219-19,733,219-100%$3.8B———
Focus Partners Wealth
N/A—12,703,573-12,703,573-100%$2.4B———
UBS Group AG
N/A—11,901,128-11,901,128-100%$2.3B———
Envestnet Asset Management Inc
N/A—10,915,182-10,915,182-100%$2.1B———
Ameriprise Financial Inc
N/A—9,775,181-9,775,181-100%$1.9B———
JPMorgan Chase & Co
N/A—9,144,511-9,144,511-100%$1.7B———
Goldman Sachs Group Inc
N/A—8,664,198-8,664,198-100%$1.7B———
Raymond James Financial Inc
N/A—8,528,109-8,528,109-100%$1.6B———
Main Management ETF Advisors, LLC
N/A—6,026,894-6,026,894-100%$1.1B———
Royal Bank of Canada
N/A—5,854,782-5,854,782-100%$1.1B———
Janney Montgomery Scott LLC
N/A—4,799,566-4,799,566-100%$914.4M———
Pgim Custom Harvest LLC
N/A—3,881,651-3,881,651-100%$739.5M———
Osaic Holdings, Inc.
N/A—3,700,027-3,700,027-100%$705.0M———
Northern Trust Corp
N/A—3,221,242-3,221,242-100%$613.7M———
Nissay Asset Management Corp N
N/A—2,437,529-2,437,529-100%$464.4M———
Rockefeller Capital Management L.P.
N/A—1,911,305-1,911,305-100%$364.1M———
Cetera Investment Advisers
N/A—1,842,269-1,842,269-100%$351.0M———
Stifel Financial Corp
N/A—1,826,572-1,826,572-100%$348.0M———
University of Chicago
N/A—1,780,292-1,780,292-100%$339.2M———
EP Wealth Advisors, LLC
N/A—1,697,667-1,697,667-100%$323.4M———
State Street Corp
N/A—1,523,838-1,523,838-100%$290.3M———
Captrust Financial Advisors
N/A—1,381,036-1,381,036-100%$263.1M———
Equitable Holdings, Inc.
N/A—1,340,320-1,340,320-100%$247.0M———
RiverFront Investment Group, LLC
N/A—1,269,940-1,269,940-100%$241.9M———
Advisory Alpha, LLC
N/A—1,268,200-1,268,200-100%$241.6M———
SRB Corp
N/A—1,200,431-1,200,431-100%$228.7M———
Victory Capital Management Inc
N/A—1,198,241-1,198,241-100%$228.3M———
MML Investors Services, LLC
N/A—1,056,875-1,056,875-100%$201.4M———
BNP Paribas Financial Markets
N/A—1,032,338-1,032,338-100%$196.7M———
Private Advisor Group, LLC
N/A—997,926-997,926-100%$190.1M———
Main Management LLC
N/A—996,372-996,372-100%$189.8M———
Mercer Global Advisors Inc
N/A—930,104-930,104-100%$177.2M———
Mariner, LLC
N/A—926,406-926,406-100%$176.4M———
Schroder Investment Management Group
N/A—925,838-925,838-100%$171.7M———
Voya Investment Management LLC
N/A—872,725-872,725-100%$166.3M———
BlackRock, Inc.
N/A—858,160-858,160-100%$163.5M———
Saudi Central Bank
N/A—851,762-851,762-100%$149.6M———
Cerity Partners LLC
N/A—850,475-850,475-100%$162.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—800,000-800,000-100%$152.4M———
Spinnaker Trust
N/A—779,939-779,939-100%$148.6M———
Bank of Nova Scotia
N/A—715,360-715,360-100%$136.3M———
Jones Financial Companies Lllp
N/A—682,647-682,647-100%$124.3M———
Swan Global Investments, LLC
N/A—560,690-560,690-100%$106.8M———
Parker Investment Management, LLC
N/A—550,192-550,192-100%$104.8M———
Sanctuary Advisors, LLC
N/A—545,880-545,880-100%$104.0M———
Integrated Wealth Concepts LLC
N/A—518,295-518,295-100%$98.7M———
Quantinno Capital Management LP
N/A—475,501-475,501-100%$90.6M———
MAI Capital Management
N/A—466,772-466,772-100%$88.9M———
Pathstone Holdings, LLC
N/A—459,812-459,812-100%$87.6M———
TriCert Investment Counsel Inc.
N/A—446,333-446,333-100%$85.0M———
&partners
N/A—437,082-437,082-100%$83.3M———
Kingsview Wealth Management, LLC
N/A—430,452-430,452-100%$82.0M———
Susquehanna International Group, LLP
N/A—416,179-416,179-100%$79.3M———
Walleye Trading LLC
N/A—397,277-397,277-100%$75.7M———
Commerce Bank
N/A—386,719-386,719-100%$73.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—368,524-368,524-100%$70.2M———
Moment Partners, LLC
N/A—355,723-355,723-100%$67.8M———
Prudential PLC
N/A—354,873-354,873-100%$67.6M———
Westwood Holdings Group Inc
N/A—345,506-345,506-100%$65.8M———
Hollencrest Capital Management
N/A—342,992-342,992-100%$65.3M———
Steward Partners Investment Advisory, LLC
N/A—339,567-339,567-100%$64.7M———
Vickerman Investment Advisors, Inc.
N/A—339,185-339,185-100%$64.6M———
Stillwater Capital Advisors, LLC
N/A—325,758-325,758-100%$62.1M———
Van Eck Associates Corp
N/A—311,827-311,827-100%$59.4M———
Savvy Advisors, Inc.
N/A—305,785-305,785-100%$58.3M———
Federation des caisses Desjardins du Quebec
N/A—302,373-302,373-100%$57.6M———
NewEdge Advisors, LLC
N/A—301,408-301,408-100%$57.4M———
Wealthspire Advisors, LLC
N/A—295,627-295,627-100%$56.3M———
Meiji Yasuda Life Insurance Co
N/A—288,666-288,666-100%$55.0M———
AQR Capital Management LLC
N/A—285,824-285,824-100%$54.5M———
Brave Asset Management Inc
N/A—273,670-273,670-100%$52.1M———
National Bank of Canada
N/A—271,106-271,106-100%$51.5M———
Baird Financial Group, Inc.
N/A—269,493-269,493-100%$51.3M———
Novare Capital Management LLC
N/A—261,425-261,425-100%$49.8M———
Prosperity Consulting Group, LLC
N/A—253,075-253,075-100%$48.2M———
Dakota Wealth Management
N/A—246,306-246,306-100%$46.9M———
Peapack Gladstone Financial Corp
N/A—239,580-239,580-100%$45.6M———
Wellspring Financial Advisors, LLC
N/A—237,362-237,362-100%$45.2M———
Haverford Trust Co
N/A—232,661-232,661-100%$44.3M———
Martin & Co Inc
N/A—232,187-232,187-100%$44.2M———
Cavalier Investments, LLC
N/A—231,176-231,176-100%$44.0M———
O'shaughnessy Asset Management, LLC
N/A—226,331-226,331-100%$43.1M———
PFG Investments, LLC
N/A—224,935-224,935-100%$42.9M———
Northwestern Mutual Wealth Management Co
N/A—223,877-223,877-100%$42.7M———
Tocqueville Asset Management L.P.
N/A—223,519-223,519-100%$42.6M———
Clal Insurance Enterprises Holdings Ltd
N/A—222,500-222,500-100%$42.4M———
Horizon Investments, LLC
N/A—219,763-219,763-100%$41.9M———
IHT Wealth Management, LLC
N/A—219,506-219,506-100%$41.8M———
CIBC World Market Inc.
N/A—214,786-214,786-100%$40.9M———
Vestmark Advisory Solutions, Inc.
N/A—206,556-206,556-100%$39.4M———
WNY Asset Management, LLC
N/A—203,947-203,947-100%$38.9M———
Marshall Wace, LLP
N/A—203,646-203,646-100%$38.8M———
Brown Advisory Inc
N/A—197,097-197,097-100%$37.6M———
Advisory Services Network, LLC
N/A—194,031-194,031-100%$37.0M———
Waverly Advisors, LLC
N/A—193,506-193,506-100%$36.9M———
D. E. Shaw & Co., Inc.
N/A—191,335-191,335-100%$36.5M———
Pinnacle Financial Partners, Inc.
N/A—188,273-188,273-100%$35.9M———
Black Swift Group, LLC
N/A—186,867-186,867-100%$35.6M———
Clarity Financial LLC
N/A—185,491-185,491-100%$35.3M———
Benjamin Edwards Inc
N/A—184,805-184,805-100%$35.2M———
Huntington National Bank
N/A—184,042-184,042-100%$35.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—173,560-173,560-100%$33.1M———
Ameritas Advisory Services, LLC
N/A—172,816-172,816-100%$32.9M———
United Capital Financial Advisors, LLC
N/A—163,592-163,592-100%$31.2M———
Klingenstein Fields & Co LP
N/A—162,604-162,604-100%$31.0M———
WCG Wealth Advisors LLC
N/A—160,873-160,873-100%$30.6M———
Gotham Asset Management, LLC
N/A—158,661-158,661-100%$30.2M———
Caisse de Depot ET Placement DU Quebec
N/A—158,579-158,579-100%$30.2M———
Tudor Investment Corp ET AL
N/A—156,469-156,469-100%$29.8M———
BFC Planning, Inc.
N/A—153,058-153,058-100%$29.2M———
Franklin Resources Inc
N/A—150,184-150,184-100%$28.6M———
Mendel Capital Management LLC
N/A—145,442-145,442-100%$27.7M———
Centaurus Financial, Inc.
N/A—143,833-143,833-100%$27.4M———
Stratos Wealth Partners, Ltd.
N/A—142,379-142,379-100%$27.1M———
Arax Advisory Partners
N/A—142,236-142,236-100%$27.1M———
Circle Wealth Management, LLC
N/A—137,638-137,638-100%$26.2M———
Blair William & Co
N/A—137,534-137,534-100%$26.2M———
Beacon Pointe Advisors, LLC
N/A—137,315-137,315-100%$26.2M———
Sequent Asset Management, LLC
N/A—135,446-135,446-100%$25.8M———
Capital Fund Management S.A.
N/A—132,843-132,843-100%$25.3M———
Spirepoint Private Client, LLC
N/A—132,688-132,688-100%$25.3M———
Cresset Asset Management, LLC
N/A—131,345-131,345-100%$25.0M———
Composition Wealth, LLC
N/A—129,019-129,019-100%$24.6M———
Arkadios Wealth Advisors
N/A—128,398-128,398-100%$24.5M———
OneDigital Investment Advisors LLC
N/A—125,685-125,685-100%$23.9M———
Virtu Financial LLC
N/A—125,235-125,235-100%$23.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—124,900-124,900-100%$23.8M———
AE Wealth Management LLC
N/A—122,656-122,656-100%$23.4M———
Venturi Wealth Management, LLC
N/A—120,901-120,901-100%$23.0M———
Summit Financial, LLC
N/A—120,843-120,843-100%$23.0M———
Simmons Bank
N/A—114,053-114,053-100%$21.7M———
Modern Wealth Management, LLC
N/A—112,640-112,640-100%$21.5M———
FIL Ltd
N/A—112,186-112,186-100%$21.4M———
Group One Trading LLC
N/A—111,928-111,928-100%$21.3M———
Johnson Investment Counsel Inc
N/A—111,585-111,585-100%$21.3M———
Sequoia Financial Advisors, LLC
N/A—107,548-107,548-100%$20.5M———
Elite Financial, Inc.
N/A—107,517-107,517-100%$20.5M———
Allianz SE
N/A—107,309-107,309-100%$20.4M———
GTS Securities LLC
N/A—106,849-106,849-100%$20.4M———
Bartlett & Co. Wealth Management LLC
N/A—105,637-105,637-100%$20.1M———
BlueStem Wealth Partners, LLC
N/A—104,851-104,851-100%$20.0M———
NorthRock Partners, LLC
N/A—104,744-104,744-100%$20.0M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—102,121-102,121-100%$19.5M———
Alliancebernstein L.P.
N/A—101,166-101,166-100%$13.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—101,029-101,029-100%$19.2M———
Mutual Advisors, LLC
N/A—99,907-99,907-100%$19.0M———
GeoWealth Management, LLC
N/A—99,509-99,509-100%$19.0M———
Fourth Dimension Wealth, LLC
N/A—96,729-96,729-100%$18.4M———
Stephens Inc
N/A—93,108-93,108-100%$17.7M———
Sound View Wealth Advisors Group, LLC
N/A—89,670-89,670-100%$17.1M———
First Trust Advisors LP
N/A—89,503-89,503-100%$17.1M———
Coastal Bridge Advisors, LLC
N/A—89,224-89,224-100%$17.0M———
IEQ Capital, LLC
N/A—89,197-89,197-100%$17.0M———
HSBC Holdings PLC
N/A—89,059-89,059-100%$16.9M———
Gladstone Institutional Advisory LLC
N/A—86,525-86,525-100%$16.5M———
Pallas Capital Advisors LLC
N/A—84,635-84,635-100%$16.1M———
UBS Asset Management Americas LLC
N/A—84,308-84,308-100%$16.1M———
Scotia Capital Inc.
N/A—83,436-83,436-100%$15.9M———
Concentric Capital Strategies, LP
N/A—83,174-83,174-100%$15.8M———
CIBC Bancorp USA Inc.
N/A—80,829-80,829-100%$15.4M———
Transamerica Financial Advisors, LLC
N/A—80,770-80,770-100%$15.4M———
SG Americas Securities, LLC
N/A—80,272-80,272-100%$15.3M———
Cary Street Partners Financial LLC
N/A—79,351-79,351-100%$15.1M———
Renaissance Technologies LLC
N/A—79,000-79,000-100%$15.1M———
Sequent Planning LLC
N/A—78,796-78,796-100%$15.0M———
Roundview Capital LLC
N/A—77,634-77,634-100%$14.8M———
Global Retirement Partners, LLC
N/A—75,448-75,448-100%$14.4M———
Rothschild Capital Partners, LLC
N/A—75,349-75,349-100%$14.4M———
Markin Asset Management, LP
N/A—75,236-75,236-100%$14.3M———
O'rourke & Company, Inc
N/A—74,330-74,330-100%$14.2M———
Kovack Advisors, Inc.
N/A—73,153-73,153-100%$13.7M———
Fiduciary Group, LLC
N/A—70,374-70,374-100%$13.4M———
Sykon Capital LLC
N/A—70,121-70,121-100%$13.4M———
Atlantic Union Bankshares Corp
N/A—68,929-68,929-100%$13.1M———
Ciovacco Capital Management LLC
N/A—67,618-67,618-100%$12.9M———
Zurich Insurance Group Ltd
N/A—67,380-67,380-100%$12.8M———
World Investment Advisors
N/A—66,094-66,094-100%$10.4M———
MidFirst Bank
N/A—64,967-64,967-100%$12.4M———
One Charles Private Wealth Services, LLC
N/A—64,884-64,884-100%$12.4M———
Maven Securities LTD
N/A—64,275-64,275-100%$12.3M———
Natixis Advisors, LLC
N/A—63,080-63,080-100%$12.0M———
Evercore Wealth Management, LLC
N/A—62,658-62,658-100%$11.9M———
Snowden Capital Advisors LLC
N/A—61,128-61,128-100%$11.6M———
Private Wealth Advisors, LLC
N/A—60,760-60,760-100%$11.6M———
Concord Investment Counsel Inc.
N/A—60,531-60,531-100%$11.5M———
Qube Research & Technologies Ltd
N/A—59,804-59,804-100%$11.4M———
Credit Agricole S A
N/A—59,311-59,311-100%$11.3M———
Crews Bank & Trust
N/A—59,069-59,069-100%$11.3M———
Foundations Investment Advisors, LLC
N/A—57,869-57,869-100%$11.0M———
Serenus Wealth Advisors, LLC
N/A—57,814-57,814-100%$11.0M———
Round Rock Advisors LLC
N/A—56,686-56,686-100%$10.8M———
CacheTech Inc.
N/A—56,610-56,610-100%$10.8M———
Webster Bank, N. A.
N/A—55,810-55,810-100%$10.6M———
NewEdge Wealth, LLC
N/A—54,670-54,670-100%$10.4M———
Envestnet Portfolio Solutions, Inc.
N/A—53,041-53,041-100%$10.1M———
January Capital Advisors LLC
N/A—52,413-52,413-100%$10.0M———
Regal Investment Advisors LLC
N/A—51,191-51,191-100%$9.8M———
SCS Capital Management LLC
N/A—51,031-51,031-100%$9.7M———
Okabena Investment Services Inc
N/A—50,798-50,798-100%$9.7M———
Oversea-Chinese Banking Corp Ltd
N/A—50,760-50,760-100%$9.7M———
Adams Wealth Management
N/A—50,306-50,306-100%$9.6M———
Up Capital Management, Inc.
N/A—50,290-50,290-100%$9.6M———
D L Carlson Investment Group Inc
N/A—49,672-49,672-100%$9.5M———
Calton & Associates, Inc.
N/A—49,063-49,063-100%$9.3M———
Bouchey Financial Group, Ltd.
N/A—48,058-48,058-100%$9.2M———
1607 Capital Partners, LLC
N/A—47,640-47,640-100%$9.1M———
Perennial Investment Advisors, LLC
N/A—47,110-47,110-100%$9.0M———
Prestige Wealth Management Group LLC
N/A—46,870-46,870-100%$8.9M———
Mmbg Investment Advisors Co.
N/A—45,230-45,230-100%$8.6M———
Fidelis Capital Partners, LLC
N/A—44,474-44,474-100%$8.5M———
Orleans Capital Management Corp
N/A—43,670-43,670-100%$8.3M———
Corsicana & Co.
N/A—43,444-43,444-100%$8.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—43,440-43,440-100%$8.3M———
Northstar Advisory Group, LLC
N/A—43,367-43,367-100%$8.3M———
American Money Management, LLC
N/A—43,187-43,187-100%$8.2M———
RiverGlades Family Offices LLC
N/A—42,920-42,920-100%$8.2M———
Ballentine Partners, LLC
N/A—42,910-42,910-100%$8.2M———
WealthShield Partners, LLC
N/A—42,431-42,431-100%$8.1M———
Teucrium Investment Advisors, LLC
N/A—41,329-41,329-100%$7.9M———
Pacific SUN Financial Corp
N/A—41,302-41,302-100%$7.9M———
Sharp Wealth Advisory, LLC
N/A—41,238-41,238-100%$7.9M———
Bank of Marin
N/A—41,140-41,140-100%$7.8M———
Transcend Capital Advisors, LLC
N/A—40,970-40,970-100%$7.8M———
CreativeOne Wealth, LLC
N/A—40,943-40,943-100%$7.8M———
Caprock Group, LLC
N/A—40,615-40,615-100%$7.7M———
Financial Engines Advisors L.L.C.
N/A—40,254-40,254-100%$7.7M———
Estate Counselors, LLC
N/A—39,380-39,380-100%$7.5M———
Mathes Company, Inc.
N/A—39,300-39,300-100%$7.5M———
Rehmann Capital Advisory Group
N/A—39,063-39,063-100%$7.4M———
First National Bank of Hutchinson
N/A—38,758-38,758-100%$7.4M———
Abbot Financial Management, Inc.
N/A—38,315-38,315-100%$7.3M———
Acorns Advisers, LLC
N/A—38,056-38,056-100%$7.3M———
Whittier Trust Co
N/A—37,901-37,901-100%$7.0M———
IFC Advisors LLC
N/A—37,363-37,363-100%$7.1M———
J. Goldman & Co LP
N/A—37,113-37,113-100%$7.1M———
Spartan Wealth Advisory Services LLC
N/A—37,094-37,094-100%$7.1M———
Ausdal Financial Partners, Inc.
N/A—36,461-36,461-100%$6.9M———
Cary Street Partners Investment Advisory LLC
N/A—36,102-36,102-100%$6.9M———
Menora Mivtachim Holdings Ltd.
N/A—35,790-35,790-100%$6.8M———
Meridian Wealth Advisors, LLC
N/A—35,542-35,542-100%$6.8M———
Vident Advisory, LLC
N/A—35,059-35,059-100%$6.7M———
Pettyjohn, Wood & White, Inc
N/A—35,053-35,053-100%$6.7M———
Elk River Wealth Management LLC
N/A—35,035-35,035-100%$6.7M———
Symmetry Investments LP
N/A—34,732-34,732-100%$6.6M———
Stratos Wealth Advisors, LLC
N/A—34,528-34,528-100%$6.6M———
Twin Focus Capital Partners, LLC
N/A—34,226-34,226-100%$6.5M———
One Wealth Map LLC
N/A—33,855-33,855-100%$5.6M———
Jaffetilchin Investment Partners, LLC
N/A—33,680-33,680-100%$6.4M———
Rollins Financial Advisors, LLC
N/A—33,415-33,415-100%$6.4M———
Howe & Rusling Inc
N/A—32,644-32,644-100%$6.2M———
Stock Yards Bank & Trust Co
N/A—32,584-32,584-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—32,463-32,463-100%$6.2M———
Principal Securities, Inc.
N/A—32,137-32,137-100%$6.1M———
XTX Topco Ltd
N/A—32,033-32,033-100%$6.1M———
RH Tailwind Management, LLC
N/A—32,000-32,000-100%$6.1M———
First Western Trust Bank
N/A—31,864-31,864-100%$6.1M———
KKM Financial LLC
N/A—31,824-31,824-100%$6.1M———
Everstar Asset Management, LLC
N/A—31,547-31,547-100%$6.0M———
Elm Partners Management LLC
N/A—30,630-30,630-100%$5.8M———
Fukoku Mutual Life Insurance Co
N/A—29,200-29,200-100%$5.6M———
Strategic Financial Partners, Ltd.
N/A—28,714-28,714-100%$5.5M———
Atlas Legacy Advisors, LLC
N/A—28,572-28,572-100%$5.4M———
Parallax Volatility Advisers, L.P.
N/A—28,460-28,460-100%$5.4M———
Gateway Wealth Partners, LLC
N/A—28,318-28,318-100%$5.4M———
Keel Point, LLC
N/A—28,112-28,112-100%$5.4M———
Hilltop Holdings Inc.
N/A—28,016-28,016-100%$5.3M———
Disciplined Investors, L.L.C.
N/A—27,873-27,873-100%$5.3M———
Spreng Capital Management, Inc.
N/A—27,225-27,225-100%$5.2M———
Rothschild Wealth LLC
N/A—27,056-27,056-100%$5.2M———
Bulltick Wealth Management, LLC
N/A—26,956-26,956-100%$5.1M———
Pure Financial Advisors, LLC
N/A—26,679-26,679-100%$5.1M———
PeakShares LLC
N/A—26,581-26,581-100%$5.1M———
Waterloo Capital, L.P.
N/A—26,438-26,438-100%$5.0M———
Daybright Advisory Services, Inc.
N/A—26,194-26,194-100%$4.6M———
Bleakley Financial Group, LLC
N/A—26,173-26,173-100%$5.0M———
JMG Financial Group, Ltd.
N/A—26,154-26,154-100%$5.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—26,143-26,143-100%$5.0M———
Palisade Capital Management, LP
N/A—25,894-25,894-100%$4.9M———
SageGuard Financial Group, LLC
N/A—25,872-25,872-100%$4.9M———
Maridea Wealth Management LLC
N/A—25,565-25,565-100%$4.9M———
Aptus Capital Advisors, LLC
N/A—25,322-25,322-100%$4.8M———
Jacobs Equity LLC
N/A—24,936-24,936-100%$4.8M———
Oxford Wealth Group, LLC
N/A—24,619-24,619-100%$4.7M———
Ames National Corp
N/A—24,513-24,513-100%$4.7M———
BBR Partners, LLC
N/A—23,757-23,757-100%$4.5M———
National Philanthropic Trust
N/A—23,655-23,655-100%$4.5M———
Hudson Value Partners, LLC
N/A—23,460-23,460-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—23,437-23,437-100%$4.5M———
Retirement Income Solutions, Inc
N/A—23,178-23,178-100%$3.1M———
Itau Unibanco Holding S.A.
N/A—23,157-23,157-100%$4.4M———
Nova Wealth Management, Inc.
N/A—23,035-23,035-100%$4.4M———
Fiduciary Trust Co
N/A—22,585-22,585-100%$4.3M———
Ally Invest Advisors Inc.
N/A—22,229-22,229-100%$4.2M———
Stonebrook Private Inc.
N/A—22,159-22,159-100%$4.2M———
Flputnam Investment Management Co
N/A—21,919-21,919-100%$4.2M———
Insigneo Advisory Services, LLC
N/A—21,775-21,775-100%$4.1M———
Capital Advisors Inc
N/A—21,716-21,716-100%$4.1M———
First National Bank of Omaha
N/A—21,694-21,694-100%$4.1M———
Cladis Investment Advisory, LLC
N/A—21,616-21,616-100%$4.1M———
Shelton Capital Management
N/A—21,571-21,571-100%$4.1M———
Summit Trail Advisors, LLC
N/A—21,363-21,363-100%$4.1M———
Whittier Trust Co of Nevada Inc
N/A—21,189-21,189-100%$3.8M———
Keystone Financial Group
N/A—21,038-21,038-100%$4.0M———
Orion Porfolio Solutions, LLC
N/A—20,500-20,500-100%$3.9M———
Gamco Investors, Inc. ET AL
N/A—20,300-20,300-100%$3.9M———
Independent Advisor Alliance
N/A—20,283-20,283-100%$3.9M———
OneAscent Financial Services LLC
N/A—19,716-19,716-100%$3.8M———
Hills Bank & Trust Co
N/A—19,674-19,674-100%$3.7M———
Bluespring Wealth Management, LLC
N/A—19,398-19,398-100%$3.7M———
Callan Family Office, LLC
N/A—19,142-19,142-100%$3.6M———
Johnson Financial Group, Inc.
N/A—19,107-19,107-100%$3.6M———
Seven Springs Wealth Group, LLC
N/A—19,024-19,024-100%$3.6M———
Fiduciary Financial Advisors
N/A—18,954-18,954-100%$3.7M———
Bragg Financial Advisors, Inc
N/A—18,556-18,556-100%$3.5M———
Wealthspire Retirement, LLC
N/A—18,445-18,445-100%$3.5M———
Mission Creek Capital Partners, Inc.
N/A—18,061-18,061-100%$3.4M———
Fidelis Wealth Advisors LLC
N/A—17,938-17,938-100%$3.4M———
M3 Advisory Group, LLC
N/A—17,860-17,860-100%$3.4M———
Ingalls & Snyder LLC
N/A—17,674-17,674-100%$3.4M———
Neuberger Berman Group LLC
N/A—17,662-17,662-100%$3.4M———
Monetary Management Group Inc
N/A—17,625-17,625-100%$3.4M———
Goepper Burkhardt LLC
N/A—17,581-17,581-100%$3.3M———
Ancora Advisors LLCA
N/A—17,460-17,460-100%$3.3M———
RWA Wealth Partners, LLC
N/A—17,396-17,396-100%$3.3M———
RPg Family Wealth Advisory, LLC
N/A—17,311-17,311-100%$3.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—17,232-17,232-100%$3.3M———
Jane Street Group, LLC
N/A—17,149-17,149-100%$3.3M———
Planwiser Financial, LLC
N/A—17,096-17,096-100%$3.3M———
Risk Paradigm Group, LLC
N/A—17,028-17,028-100%$3.2M———
Wealth Watch Advisors, Inc
N/A—16,742-16,742-100%$3.2M———
Stelac Advisory Services LLC
N/A—16,664-16,664-100%$3.2M———
Zacks Investment Management
N/A—16,545-16,545-100%$3.2M———
One Capital Management, LLC
N/A—16,489-16,489-100%$2.2M———
BSW Wealth Partners
N/A—16,484-16,484-100%$3.1M———
Syon Capital LLC
N/A—16,404-16,404-100%$3.1M———
Summit Wealth Partners, LLC
N/A—16,354-16,354-100%$3.1M———
Wealthedge Investment Advisors, LLC
N/A—16,321-16,321-100%$3.1M———
BlackDiamond Wealth Management, LLC
N/A—16,215-16,215-100%$3.0M———
Baron Silver Stevens Financial Advisors, LLC
N/A—16,142-16,142-100%$3.1M———
Menard Financial Group LLC
N/A—15,838-15,838-100%$3.0M———
Pitcairn Wealth Advisors LLC
N/A—15,589-15,589-100%$3.0M———
Paragon Financial Partners, Inc.
N/A—15,476-15,476-100%$2.7M———
Berger Financial Group, Inc
N/A—15,378-15,378-100%$2.9M———
Zhang Financial LLC
N/A—15,287-15,287-100%$2.9M———
Capital Analysts, LLC
N/A—15,178-15,178-100%$2.9M———
K.J. Harrison & Partners Inc
N/A—15,168-15,168-100%$2.9M———
Blue Chip Partners, LLC
N/A—14,861-14,861-100%$2.8M———
Advyzon Investment Management, LLC
N/A—14,718-14,718-100%$2.8M———
Adapt Wealth Advisors, LLC
N/A—14,713-14,713-100%$2.8M———
Private Wealth Asset Management, LLC
N/A—14,626-14,626-100%$2.8M———
Quadrature Capital Ltd
N/A—14,418-14,418-100%$2.7M———
Crewe Advisors LLC
N/A—14,376-14,376-100%$2.7M———
Bradley Foster & Sargent Inc
N/A—14,351-14,351-100%$2.7M———
Sand Hill Global Advisors, LLC
N/A—14,238-14,238-100%$2.7M———
Smartleaf Asset Management LLC
N/A—14,131-14,131-100%$2.6M———
Stratos Investment Management, LLC
N/A—14,084-14,084-100%$2.7M———
Vertex Planning Partners, LLC
N/A—14,070-14,070-100%$2.7M———
Wilson & Boucher Capital Management, LLC
N/A—14,056-14,056-100%$2.7M———
Cinctive Capital Management LP
N/A—14,055-14,055-100%$2.7M———
Whalerock Point Partners, LLC
N/A—13,900-13,900-100%$2.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,886-13,886-100%$2.6M———
Bawa N Mallick Trust
N/A—13,845-13,845-100%$2.6M———
Balyasny Asset Management L.P.
N/A—13,768-13,768-100%$2.6M———
Henson-Edgewater Management, LLC
N/A—13,732-13,732-100%$2.6M———
Phillips Wealth Planners LLC
N/A—13,679-13,679-100%$2.5M———
GWN Securities Inc.
N/A—13,587-13,587-100%$2.6M———
Clark Capital Management Group, Inc.
N/A—13,468-13,468-100%$2.6M———
IAM Advisory, LLC
N/A—13,123-13,123-100%$2.5M———
Forefront Wealth Partners, LLC
N/A—13,093-13,093-100%$2.5M———
Arcadia Wealth Management, Inc.
N/A—13,061-13,061-100%$2.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—12,968-12,968-100%$2.5M———
Advisors Capital Management, LLC
N/A—12,967-12,967-100%$2.5M———
Medallion Wealth Advisors, LLC
N/A—12,933-12,933-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—12,860-12,860-100%$2.5M———
Vista Investment Management
N/A—12,769-12,769-100%$2.4M———
Glen Eagle Advisors, LLC
N/A—12,721-12,721-100%$2.4M———
Oxinas Partners, LLC
N/A—12,654-12,654-100%$2.4M———
Keating Financial Advisory Services, Inc.
N/A—12,586-12,586-100%$2.4M———
Fairview Capital Investment Management, LLC
N/A—12,420-12,420-100%$2.4M———
Empower Advisory Group, LLC
N/A—12,243-12,243-100%$2.3M———
Davis R M Inc
N/A—12,237-12,237-100%$2.3M———
Gallagher Fiduciary Advisors, LLC
N/A—12,197-12,197-100%$2.3M———
Yukon Wealth Management, Inc.
N/A—12,001-12,001-100%$2.3M———
Aureus Asset Management, LLC
N/A—12,000-12,000-100%$2.3M———
Aventura Private Wealth, LLC
N/A—11,870-11,870-100%$2.3M———
1015 Capital Partners, LLC
N/A—11,790-11,790-100%$2.2M———
Madden Advisory Services, Inc.
N/A—11,551-11,551-100%$2.2M———
Tyche Wealth Partners LLC
N/A—11,550-11,550-100%$2.2M———
Tradition Wealth Management, LLC
N/A—11,546-11,546-100%$2.2M———
Ruggiero Investments, Inc.
N/A—11,525-11,525-100%$2.2M———
Invst, LLC
N/A—11,502-11,502-100%$2.2M———
Millennium Management LLC
N/A—11,470-11,470-100%$2.2M———
Boreal Capital Management LLC
N/A—11,469-11,469-100%$2.2M———
Klcm Advisors, Inc.
N/A—11,454-11,454-100%$2.2M———
Premier Private Wealth Management LLC
N/A—11,396-11,396-100%$2.2M———
Jump Financial, LLC
N/A—11,363-11,363-100%$2.2M———
QRG Capital Management, Inc.
N/A—11,236-11,236-100%$2.1M———
Verition Fund Management LLC
N/A—11,090-11,090-100%$2.1M———
Red Door Wealth Management, LLC
N/A—11,037-11,037-100%$2.1M———
LMR Partners LLP
N/A—10,925-10,925-100%$2.1M———
Bridgewater Advisors Inc.
N/A—10,901-10,901-100%$1.9M———
Silvercrest Asset Management Group LLC
N/A—10,896-10,896-100%$2.1M———
NCM Capital Management, LLC
N/A—10,860-10,860-100%$2.1M———
Morton Community Bank
N/A—10,794-10,794-100%$2.1M———
F/m Investments LLC
N/A—10,783-10,783-100%$2.1M———
Per Stirling Capital Management, Llc.
N/A—10,747-10,747-100%$2.0M———
Next Capital Management LLC
N/A—10,700-10,700-100%$2.0M———
Becker Capital Management Inc
N/A—10,678-10,678-100%$2.0M———
Manhattan West Asset Management, LLC
N/A—10,617-10,617-100%$2.0M———
FSB Premier Wealth Management, Inc.
N/A—10,517-10,517-100%$2.0M———
Byrne Financial Freedom, LLC
N/A—10,272-10,272-100%$2.0M———
Daner Wealth Management, LLC
N/A—10,266-10,266-100%$2.0M———
Vanguard Personalized Indexing Management, LLC
N/A—10,254-10,254-100%$2.0M———
Horizon Family Wealth, Inc.
N/A—10,254-10,254-100%$2.0M———
Capstone Investment Advisors, LLC
N/A—10,203-10,203-100%$1.9M———
Choate Investment Advisors
N/A—9,829-9,829-100%$1.9M———
Yarger Wealth Strategies, LLC
N/A—9,770-9,770-100%$1.8M———
Perissos Private Wealth Management, LLC
N/A—9,733-9,733-100%$1.9M———
Brown Brothers Harriman & Co
N/A—9,632-9,632-100%$1.8M———
Naviter Wealth, LLC
N/A—9,580-9,580-100%$1.8M———
Athena Investment Management
N/A—9,520-9,520-100%$1.8M———
V2 Financial group LLC
N/A—9,504-9,504-100%$1.8M———
Eldridge Investment Advisors, Inc.
N/A—9,443-9,443-100%$1.8M———
DV Trading LLC
N/A—9,405-9,405-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—9,260-9,260-100%$1.8M———
Westmount Partners, LLC
N/A—9,200-9,200-100%$1.8M———
AssuredPartners Investment Advisors, LLC
N/A—9,175-9,175-100%$1.7M———
Granite Bay Wealth Management, LLC
N/A—9,073-9,073-100%$1.7M———
Conscious Wealth Investments, LLC
N/A—9,047-9,047-100%$1.6M———
Hilltop Partners LLC
N/A—9,003-9,003-100%$1.7M———
Peak Planning Group, LLC
N/A—8,937-8,937-100%$1.7M———
Legacy Wealth Managment, LLC
N/A—8,880-8,880-100%$1.7M———
Lavaca Capital LLC
N/A—8,848-8,848-100%$1.7M———
First Manhattan Co. Llc.
N/A—8,845-8,845-100%$1.7M———
Broyhill Asset Management, LLC
N/A—8,600-8,600-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—8,565-8,565-100%$1.6M———
Entelevest, LLC
N/A—8,538-8,538-100%$1.6M———
Cape COD Five Cents Savings Bank
N/A—8,472-8,472-100%$1.6M———
Ethos Financial Group, LLC
N/A—8,461-8,461-100%$1.5M———
Interactive Financial Advisors, Inc.
N/A—8,339-8,339-100%$1.6M———
Pursue Wealth Partners LLC
N/A—8,322-8,322-100%$1.6M———
Smith, Moore & Co.
N/A—8,298-8,298-100%$1.6M———
Pursuit Wealth Strategies, LLC
N/A—8,244-8,244-100%$1.6M———
Mrwm Advisors, LLC
N/A—8,088-8,088-100%$1.5M———
Empire Financial Management Company, LLC
N/A—8,078-8,078-100%$1.5M———
Lowery Thomas, LLC
N/A—7,998-7,998-100%$1.5M———
Geometric Wealth Advisors
N/A—7,976-7,976-100%$1.5M———
First Wilshire Securities Management Inc
N/A—7,900-7,900-100%$1.5M———
Dopkins Wealth Management, LLC
N/A—7,855-7,855-100%$1.5M———
Bearing Point Capital, LLC
N/A—7,688-7,688-100%$1.5M———
Strategic Financial Concepts, LLC
N/A—7,654-7,654-100%$1.5M———
Beacon Bridge Wealth Partners, LLC
N/A—7,644-7,644-100%$1.5M———
Stonebridge Financial Group, LLC
N/A—7,605-7,605-100%$1.4M———
Frisch Financial Group, Inc.
N/A—7,578-7,578-100%$1.4M———
Icon Wealth Advisors, LLC
N/A—7,500-7,500-100%$1.4M———
Disciplined Investments, LLC
N/A—7,475-7,475-100%$1.4M———
17 Capital Partners, LLC
N/A—7,428-7,428-100%$1.4M———
Sunflower Bank, N.A.
N/A—7,347-7,347-100%$1.4M———
Liberty Square Wealth Partners LLC
N/A—7,256-7,256-100%$1.4M———
Prostatis Group LLC
N/A—7,236-7,236-100%$1.4M———
Tidal Investments LLC
N/A—7,191-7,191-100%$1.4M———
1ST Source Bank
N/A—7,186-7,186-100%$1.4M———
Chevy Chase Trust Holdings, LLC
N/A—7,117-7,117-100%$1.4M———
Magnolia Capital Advisors LLC
N/A—7,084-7,084-100%$1.3M———
Kintra Wealth, LLC
N/A—7,071-7,071-100%$1.3M———
Intrepid Financial Planning Group LLC
N/A—7,068-7,068-100%$1.3M———
Seeds Investor LLC
N/A—7,055-7,055-100%$1.3M———
HTG Investment Advisors, Inc.
N/A—7,036-7,036-100%$1.3M———
Game Plan Financial Advisors, LLC
N/A—6,985-6,985-100%$1.3M———
WJ Financial Advisors LLC
N/A—6,929-6,929-100%$1.3M———
TRB Wealth Management, LLC
N/A—6,820-6,820-100%$1.3M———
PMG Wealth Management, Inc.
N/A—6,809-6,809-100%$1.3M———
Resolute Wealth Advisor, Inc.
N/A—6,783-6,783-100%$901.5K———
Massar Capital Management, LP
N/A—6,780-6,780-100%$1.3M———
Fortis Advisors, LLC
N/A—6,733-6,733-100%$1.3M———
Severin Investments, LLC
N/A—6,676-6,676-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—6,672-6,672-100%$1.3M———
Stonebridge Capital Management Inc
N/A—6,637-6,637-100%$1.3M———
Brookwood Investment Group LLC
N/A—6,594-6,594-100%$1.3M———
KMT Wealth Management, LLC
N/A—6,556-6,556-100%$1.2M———
Vanguard National Trust Co
N/A—6,494-6,494-100%$1.2M———
Curi Capital, LLC
N/A—6,484-6,484-100%$1.2M———
Regal Partners Ltd
N/A—6,482-6,482-100%$1.2M———
MWA Asset Management
N/A—6,448-6,448-100%$1.2M———
Fund Advisors of America Inc
N/A—6,445-6,445-100%$1.2M———
Advance Capital Management, Inc.
N/A—6,438-6,438-100%$1.2M———
Bluebird Wealth Management LLC
N/A—6,400-6,400-100%$1.2M———
American Trust
N/A—6,260-6,260-100%$1.2M———
IMA Advisory Services, Inc.
N/A—6,209-6,209-100%$1.2M———
Two Sigma Securities, LLC
N/A—6,195-6,195-100%$1.2M———
Liberty Wealth Management LLC
N/A—6,156-6,156-100%$818.2K———
Betterment LLC
N/A—6,149-6,149-100%$1.2M———
Empirical Asset Management, LLC
N/A—6,135-6,135-100%$1.2M———
Harvey Capital Management Inc
N/A—6,130-6,130-100%$1.2M———
JDM Financial Group LLC
N/A—6,118-6,118-100%$1.2M———
SIG Brokerage, LP
N/A—6,118-6,118-100%$1.2M———
Kensington Investment Counsel, LLC
N/A—6,085-6,085-100%$1.2M———
Mason & Associates Inc
N/A—6,066-6,066-100%$1.2M———
First Commonwealth Financial Corp
N/A—6,065-6,065-100%$1.2M———
Quantbot Technologies LP
N/A—6,034-6,034-100%$1.1M———
Wealthquest Corp
N/A—5,968-5,968-100%$1.1M———
LeClair Wealth Partners LLC
N/A—5,946-5,946-100%$1.1M———
NorthCoast Asset Management LLC
N/A—5,931-5,931-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—5,873-5,873-100%$1.1M———
PCG Wealth Advisors, LLC
N/A—5,864-5,864-100%$1.1M———
Waddell & Associates, LLC
N/A—5,847-5,847-100%$1.1M———
ST Germain D J Co Inc
N/A—5,845-5,845-100%$1.1M———
Credit Industriel ET Commercial
N/A—5,837-5,837-100%$1.1M———
Truvestments Capital LLC
N/A—5,830-5,830-100%$1.1M———
Madison Wealth Partners, Inc
N/A—5,802-5,802-100%$1.1M———
Estate Planners Group, LLC
N/A—5,774-5,774-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—5,743-5,743-100%$1.1M———
Baldwin Investment Management, LLC
N/A—5,700-5,700-100%$1.1M———
Wellington Management Group LLP
N/A—5,679-5,679-100%$1.1M———
First Foundation Advisors
N/A—5,669-5,669-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—5,600-5,600-100%$1.1M———
SlateStone Wealth, LLC
N/A—5,599-5,599-100%$1.1M———
Invesco Ltd.
N/A—5,556-5,556-100%$1.1M———
Asset Management Group, Inc.
N/A—5,547-5,547-100%$1.1M———
Bernard Wealth Management Corp.
N/A—5,546-5,546-100%$1.1M———
Mpwm Advisory Solutions, LLC
N/A—5,541-5,541-100%$1.1M———
Strait & Sound Wealth Management LLC
N/A—5,514-5,514-100%$1.1M———
Fort Point Capital Partners LLC
N/A—5,458-5,458-100%$1.0M———
Hexagon Capital Partners LLC
N/A—5,429-5,429-100%$1.0M———
Top Private Wealth Llc.
N/A—5,421-5,421-100%$1.0M———
Pasadena Private Wealth, LLC
N/A—5,420-5,420-100%$1.0M———
Texas Yale Capital Corp.
N/A—5,400-5,400-100%$1.0M———
Holderness Investments Co
N/A—5,397-5,397-100%$1.0M———
Alesco Advisors, LLC, An ESL Co
N/A—5,390-5,390-100%$1.0M———
Hanover Advisors Inc
N/A—5,328-5,328-100%$1.0M———
Star Financial Bank
N/A—5,287-5,287-100%$1.0M———
Strategic Wealth Partners, Ltd.
N/A—5,269-5,269-100%$1.0M———
Destination Wealth Management
N/A—5,265-5,265-100%$1.0M———
SEI Investments Co
N/A—5,245-5,245-100%$999.3K———
Osterweis Capital Management Inc
N/A—5,182-5,182-100%$987.3K———
Clare Market Investments LLC
N/A—5,168-5,168-100%$984.5K———
Performance Wealth Partners, LLC
N/A—5,147-5,147-100%$980.5K———
Lumbard & Kellner, LLC
N/A—5,140-5,140-100%$979.3K———
Richard W. Paul & Associates, LLC
N/A—5,101-5,101-100%$971.8K———
L & S Advisors Inc
N/A—5,101-5,101-100%$971.9K———
Apriem Advisors
N/A—5,093-5,093-100%$970.3K———
Manufacturers Life Insurance Company, the
N/A—5,087-5,087-100%$969.2K———
Prospect Financial Services LLC
N/A—5,077-5,077-100%$967.3K———
Cozad Asset Management Inc
N/A—5,072-5,072-100%$966.3K———
Prosperity Bancshares Inc
N/A—5,068-5,068-100%$965.6K———
Ellevest, Inc.
N/A—5,006-5,006-100%$953.7K———
Bramshill Investments, LLC
N/A—5,000-5,000-100%$952.6K———
Alpine Woods Capital Investors, LLC
N/A—5,000-5,000-100%$952.6K———
Nvest Financial, LLC
N/A—4,998-4,998-100%$952.1K———
American Financial Advisors, LLC
N/A—4,968-4,968-100%$946.5K———
Xcelsior Advisor Partners LLC
N/A—4,877-4,877-100%$929.1K———
BCI Securities, Inc.
N/A—4,804-4,804-100%$915.3K———
FLC Capital Advisors
N/A—4,800-4,800-100%$914.5K———
Welch Capital Partners LLC
N/A—4,780-4,780-100%$911.0K———
Allie Family Office LLC
N/A—4,737-4,737-100%$902.5K———
Lakeridge Wealth Management LLC
N/A—4,695-4,695-100%$894.5K———
Rialto Wealth Management, LLC
N/A—4,687-4,687-100%$892.9K———
Shufro Rose & Co LLC
N/A—4,684-4,684-100%$892.4K———
Tolleson Wealth Management, Inc.
N/A—4,668-4,668-100%$889.3K———
Nicolet Bankshares Inc
N/A—4,667-4,667-100%$879.8K———
HM Payson & Co
N/A—4,592-4,592-100%$874.9K———
Lbmc Investment Advisors, LLC
N/A—4,583-4,583-100%$873.2K———
Intrust Bank NA
N/A—4,552-4,552-100%$867.2K———
Avalon Trust Co
N/A—4,552-4,552-100%$867.3K———
Traction Financial Partners, LLC
N/A—4,532-4,532-100%$863.4K———
Black Maple Capital Management LP
N/A—4,520-4,520-100%$861.2K———
McLaughlin Asset Management, Inc.
N/A—4,481-4,481-100%$853.7K———
Mairs & Power Inc
N/A—4,470-4,470-100%$851.7K———
Longview Financial Advisors LLC
N/A—4,426-4,426-100%$843.2K———
Cambient Family Office, LLC
N/A—4,402-4,402-100%$838.7K———
Continuum Advisory, LLC
N/A—4,386-4,386-100%$835.6K———
OneAscent Family Office, LLC
N/A—4,351-4,351-100%$829.0K———
MainStreet Investment Advisors LLC
N/A—4,328-4,328-100%$824.6K———
Samara Investment Management, LLC
N/A—4,269-4,269-100%$813.3K———
Essex Financial Services, Inc.
N/A—4,265-4,265-100%$812.6K———
Mayflower Financial Advisors, LLC
N/A—4,259-4,259-100%$811.4K———
Farmers National Bank
N/A—4,155-4,155-100%$791.6K———
SOA Wealth Advisors, Llc.
N/A—4,136-4,136-100%$787.9K———
Greenline Wealth Management LLC
N/A—4,125-4,125-100%$785.9K———
Gambit Capital Management, LLC
N/A—4,039-4,039-100%$769.5K———
Dearborn Partners LLC
N/A—4,012-4,012-100%$764.4K———
Cadence Wealth Management LLC
N/A—3,966-3,966-100%$755.6K———
Libra Wealth LLC
N/A—3,950-3,950-100%$752.6K———
Keystone Financial Services
N/A—3,943-3,943-100%$751.2K———
Hyundai Investments Co., Ltd.
N/A—3,897-3,897-100%$722.5K———
Iron Gate Global Advisors LLC
N/A—3,891-3,891-100%$741.3K———
Atlanta Consulting Group Advisors, LLC
N/A—3,840-3,840-100%$731.6K———
Frazier Financial Advisors, LLC
N/A—3,839-3,839-100%$731.4K———
Price T Rowe Associates Inc
N/A—3,824-3,824-100%$729.0K———
Vantus Wealth LLC
N/A—3,818-3,818-100%$727.4K———
Tulsa Wealth Advisors, Inc
N/A—3,686-3,686-100%$702.3K———
Chicago Wealth Management, Inc.
N/A—3,636-3,636-100%$692.7K———
Slagle Financial, LLC
N/A—3,625-3,625-100%$690.6K———
HHM Wealth Advisors, LLC
N/A—3,613-3,613-100%$688.3K———
Topsail Wealth Management, LLC
N/A—3,612-3,612-100%$688.2K———
WealthTrust Axiom LLC
N/A—3,587-3,587-100%$683.4K———
Burnham & Co LLC
N/A—3,577-3,577-100%$681.5K———
Tanglewood Legacy Advisors, LLC
N/A—3,560-3,560-100%$678.3K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,549-3,549-100%$676.2K———
SageView Advisory Group, LLC
N/A—3,543-3,543-100%$674.9K———
New Republic Capital, LLC
N/A—3,516-3,516-100%$669.8K———
Marble Wealth, LLC
N/A—3,509-3,509-100%$668.5K———
Standard Family Office LLC
N/A—3,488-3,488-100%$664.5K———
Resolute Wealth Strategies, LLC
N/A—3,481-3,481-100%$663.2K———
Purpose Unlimited Inc.
N/A—3,465-3,465-100%$658.8K———
Pinnacle Family Advisors, LLC
N/A—3,453-3,453-100%$657.9K———
North Star Asset Management Inc
N/A—3,444-3,444-100%$656.2K———
EFG International AG
N/A—3,414-3,414-100%$651.6K———
VSM Wealth Advisory, LLC
N/A—3,375-3,375-100%$643.0K———
Tradewinds, Llc.
N/A—3,300-3,300-100%$331.9K———
Lcnb Corp
N/A—3,280-3,280-100%$624.9K———
Viawealth, LLC
N/A—3,275-3,275-100%$624.0K———
Ruggaard & Associates LLC
N/A—3,246-3,246-100%$618.4K———
Strategic Investment Advisors / MI
N/A—3,244-3,244-100%$618.1K———
Alongside, LLC
N/A—3,239-3,239-100%$617.1K———
49 Wealth Management, LLC
N/A—3,239-3,239-100%$617.1K———
Verity Wealth Advisors
N/A—3,225-3,225-100%$614.4K———
Alaethes Wealth, LLC
N/A—3,210-3,210-100%$611.6K———
Douglass Winthrop Advisors, LLC
N/A—3,172-3,172-100%$604.3K———
Alley Investment Management Company, LLC
N/A—3,148-3,148-100%$599.8K———
Dimension Capital Management LLC
N/A—3,146-3,146-100%$599.4K———
Ballast Advisors LLC
N/A—3,145-3,145-100%$599.1K———
Goldstone Financial Group, LLC
N/A—3,129-3,129-100%$596.1K———
Hopwood Nicholas Hunter
N/A—3,107-3,107-100%$591.9K———
Southeast Asset Advisors, LLC
N/A—3,106-3,106-100%$591.8K———
JT Stratford LLC
N/A—3,061-3,061-100%$583.2K———
Caxton Associates LLP
N/A—3,058-3,058-100%$582.6K———
Dynamic Technology Lab Private Ltd
N/A—3,050-3,050-100%$581.0K———
Novak & Powell Financial Services, Inc.
N/A—3,031-3,031-100%$577.5K———
Paragon Capital Management LLC
N/A—3,006-3,006-100%$572.9K———
Cambria Investment Management, L.P.
N/A—2,977-2,977-100%$567.2K———
Empowered Funds, LLC
N/A—2,977-2,977-100%$567.2K———
Old North State Trust, LLC
N/A—2,963-2,963-100%$565.0K———
Evernest Financial Advisors, LLC
N/A—2,945-2,945-100%$561.1K———
GSA Capital Partners LLP
N/A—2,898-2,898-100%$552.0K———
Cvfg LLC
N/A—2,881-2,881-100%$548.8K———
Fiduciary Wealth Partners, LLC
N/A—2,874-2,874-100%$547.6K———
Talisman Wealth Advisors LLC
N/A—2,872-2,872-100%$547.2K———
Shared Vision Wealth Group LLC
N/A—2,863-2,863-100%$545.4K———
Greenwich Wealth Management LLC
N/A—2,861-2,861-100%$545.0K———
Innovative Asset Advisors Group, LLC
N/A—2,822-2,822-100%$537.6K———
Fortress Private Ledger, LLC
N/A—2,821-2,821-100%$537.5K———
Integrated Investment Consultants, LLC
N/A—2,819-2,819-100%$537.1K———
Lifeworks Advisors, LLC
N/A—2,818-2,818-100%$536.9K———
Main Street Research LLC
N/A—2,800-2,800-100%$533.5K———
Ameriflex Group, Inc.
N/A—2,772-2,772-100%$528.2K———
Centric Wealth Management
N/A—2,750-2,750-100%$445.6K———
Investors Portfolio Services LLC
N/A—2,736-2,736-100%$521.3K———
Glassman Wealth Services
N/A—2,722-2,722-100%$518.6K———
Tiaa Wealth Investment Management LLC
N/A—2,698-2,698-100%$509.2K———
CVA Family Office, LLC
N/A—2,689-2,689-100%$512.2K———
XP Advisory US, Inc.
N/A—2,688-2,688-100%$512.1K———
Chatterton & Associates Inc.
N/A—2,678-2,678-100%$496.4K———
Range Advisory, LLC
N/A—2,656-2,656-100%$506.0K———
Crux Wealth Advisors
N/A—2,609-2,609-100%$497.0K———
FSA Advisors, Inc.
N/A—2,607-2,607-100%$496.6K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—2,600-2,600-100%$495.4K———
Widmann Financial Services, Inc.
N/A—2,600-2,600-100%$495.4K———
Second Line Capital, LLC
N/A—2,538-2,538-100%$483.6K———
Synergy Investment Management, LLC
N/A—2,526-2,526-100%$481.3K———
Dynasty Wealth Management, LLC
N/A—2,525-2,525-100%$481.1K———
Faithward Advisors, LLC
N/A—2,514-2,514-100%$478.9K———
Summitry LLC
N/A—2,502-2,502-100%$476.7K———
Fox Hill Wealth Management
N/A—2,461-2,461-100%$468.9K———
Magnolia Private Wealth, LLC
N/A—2,444-2,444-100%$465.6K———
Marietta Investment Partners LLC
N/A—2,434-2,434-100%$463.7K———
5T Wealth, LLC
N/A—2,425-2,425-100%$462.0K———
Hancock Whitney Corp
N/A—2,391-2,391-100%$455.5K———
Cornerstone Financial Group, LLC
N/A—2,388-2,388-100%$455.0K———
Banque Cantonale Vaudoise
N/A—2,384-2,384-100%$454.0K———
Palogic Value Management, L.P.
N/A—2,380-2,380-100%$453.4K———
Fischer Investment Strategies, LLC
N/A—2,366-2,366-100%$450.7K———
Sfmg, LLC
N/A—2,358-2,358-100%$449.3K———
Colonial Trust Advisors
N/A—2,313-2,313-100%$440.7K———
Ogorek Anthony Joseph
N/A—2,308-2,308-100%$439.0K———
Maxele Advisors, LLC
N/A—2,301-2,301-100%$438.4K———
Chancellor Financial Group WB LP
N/A—2,301-2,301-100%$438.4K———
Valtrion Capital Management, LLC
N/A—2,291-2,291-100%$436.5K———
Octavia Wealth Advisors, LLC
N/A—2,284-2,284-100%$435.1K———
Marshall Financial Group, LLC
N/A—2,284-2,284-100%$435.1K———
Broadleaf Partners, LLC
N/A—2,280-2,280-100%$434.4K———
Meeder Advisory Services, Inc.
N/A—2,261-2,261-100%$430.8K———
Van Hulzen Asset Management, LLC
N/A—2,253-2,253-100%$429.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,250-2,250-100%$428.7K———
Garden State Investment Advisory Services LLC
N/A—2,249-2,249-100%$428.5K———
PCM Encore, LLC
N/A—2,192-2,192-100%$417.6K———
Wick Capital Partners, LLC
N/A—2,184-2,184-100%$416.2K———
Wealth Care LLC
N/A—2,183-2,183-100%$416.1K———
Ark Wealth Advisors LLC
N/A—2,178-2,178-100%$415.0K———
Mcmorgan & Co LLC
N/A—2,175-2,175-100%$414.5K———
Inspire Advisors, LLC
N/A—2,141-2,141-100%$407.0K———
Bull Harbor Capital LLC
N/A—2,132-2,132-100%$406.2K———
Cofg Advisors, LLC
N/A—2,130-2,130-100%$405.9K———
Affinity Wealth Management LLC
N/A—2,106-2,106-100%$401.1K———
Trustees of Dartmouth College
N/A—2,070-2,070-100%$394.4K———
Drucker Wealth 3.0, LLC
N/A—2,069-2,069-100%$394.1K———
Cbiz Investment Advisory Services, LLC
N/A—2,052-2,052-100%$272.7K———
Peak Asset Management, LLC
N/A—2,032-2,032-100%$387.1K———
Aspen Grove Capital, LLC
N/A—2,015-2,015-100%$383.9K———
Caitlin John, LLC
N/A—2,007-2,007-100%$382.4K———
Security National Bank of Sioux City Iowa
N/A—2,000-2,000-100%$381.0K———
Kiley Juergens Wealth Management, LLC
N/A—1,994-1,994-100%$379.9K———
Dash Acquisitions Inc.
N/A—1,990-1,990-100%$375.8K———
Fortis Capital Management LLC
N/A—1,990-1,990-100%$379.1K———
Capital Group Private Client Services, Inc.
N/A—1,989-1,989-100%$379.0K———
Managed Asset Portfolios, LLC
N/A—1,988-1,988-100%$378.8K———
Signet Private Wealth LLC
N/A—1,986-1,986-100%$378.3K———
Christine Messmer PC
N/A—1,979-1,979-100%$377.0K———
Triton Financial Group Inc
N/A—1,953-1,953-100%$372.1K———
City National Bank of Florida
N/A—1,952-1,952-100%$371.9K———
Copia Wealth Management
N/A—1,951-1,951-100%$371.7K———
SHP Wealth Management
N/A—1,949-1,949-100%$371.4K———
Steigerwald, Gordon & Koch Inc.
N/A—1,930-1,930-100%$367.7K———
S Harris Financial Group, LLC
N/A—1,915-1,915-100%$364.8K———
Pinnacle Wealth Management, LLC
N/A—1,914-1,914-100%$364.7K———
DF Dent & Co Inc
N/A—1,912-1,912-100%$364.3K———
Resources Management Corp
N/A—1,904-1,904-100%$362.8K———
Roberts Glore & Co Inc
N/A—1,900-1,900-100%$362.0K———
Alpha Financial Partners LLC
N/A—1,897-1,897-100%$361.4K———
Larch Capital Partners LLC
N/A—1,868-1,868-100%$355.9K———
FourThought Financial Partners, LLC
N/A—1,867-1,867-100%$355.6K———
NerdWallet Wealth Partners, LLC
N/A—1,852-1,852-100%$352.9K———
American Investment Services, Inc.
N/A—1,848-1,848-100%$352.1K———
PIN OAK Investment Advisors Inc
N/A—1,842-1,842-100%$351.0K———
McNamara Financial Services, Inc.
N/A—1,830-1,830-100%$348.7K———
RFP Financial Group LLC
N/A—1,815-1,815-100%$345.7K———
Allred Capital Management, LLC
N/A—1,808-1,808-100%$341.4K———
Ramirez Asset Management, Inc.
N/A—1,800-1,800-100%$342.9K———
Private Capital Management, LLC
N/A—1,800-1,800-100%$342.9K———
Coastwise Capital Group, LLC
N/A—1,786-1,786-100%$340.3K———
Elevation Advisory Partners LLC
N/A—1,780-1,780-100%$312.8K———
360 Financial, Inc.
N/A—1,777-1,777-100%$338.5K———
FWL Investment Management, LLC
N/A—1,754-1,754-100%$334.2K———
Guardian Wealth Advisors, LLC / NC
N/A—1,753-1,753-100%$334.0K———
All Terrain Financial Advisors, LLC
N/A—1,727-1,727-100%$329.0K———
SK Wealth Management, LLC
N/A—1,700-1,700-100%$316.8K———
Tandem Financial, LLC
N/A—1,682-1,682-100%$320.4K———
Thomasville National Bank
N/A—1,680-1,680-100%$320.1K———
Cornerstone Select Advisors, LLC
N/A—1,674-1,674-100%$319.0K———
Wealth Management Associates, Inc.
N/A—1,660-1,660-100%$316.3K———
Northstar Asset Management Inc
N/A—1,654-1,654-100%$315.1K———
Select Asset Management & Trust
N/A—1,640-1,640-100%$312.0K———
FMB Wealth Management
N/A—1,617-1,617-100%$308.1K———
Sargent Investment Group, LLC
N/A—1,609-1,609-100%$306.5K———
Fiducient Advisors LLC
N/A—1,596-1,596-100%$304.0K———
Wallace Advisory Group, LLC
N/A—1,590-1,590-100%$302.9K———
Osbon Capital Management LLC
N/A—1,587-1,587-100%$302.4K———
Tower Bridge Advisors
N/A—1,582-1,582-100%$301.4K———
HFG Advisors, Inc.
N/A—1,562-1,562-100%$297.7K———
Stokes Family Office, LLC
N/A—1,558-1,558-100%$296.8K———
Northwest Bancshares, Inc.
N/A—1,554-1,554-100%$296.1K———
Strategies Wealth Advisors, LLC
N/A—1,554-1,554-100%$296.0K———
Petra Financial Advisors Inc
N/A—1,540-1,540-100%$293.4K———
M1 Capital Management LLC
N/A—1,532-1,532-100%$291.9K———
Wrapmanager Inc
N/A—1,519-1,519-100%$289.4K———
Stonebridge Capital Advisors LLC
N/A—1,500-1,500-100%$285.8K———
Ellenbecker Investment Group
N/A—1,471-1,471-100%$280.3K———
Buffalo Business & Estate Services LTD
N/A—1,437-1,437-100%$273.8K———
LM Advisors LLC
N/A—1,409-1,409-100%$267.0K———
Lathrop Investment Management Co
N/A—1,381-1,381-100%$263.0K———
BTG Pactual Asset Management US LLC
N/A—1,358-1,358-100%$258.7K———
Eaton-Cambridge Inc.
N/A—1,331-1,331-100%$253.6K———
Pine Harbor Wealth Management, LLC
N/A—1,326-1,326-100%$252.6K———
Beaird Harris Wealth Management, LLC
N/A—1,318-1,318-100%$251.1K———
Financial Sense Advisors, Inc.
N/A—1,280-1,280-100%$243.9K———
Brand Asset Management Group, Inc.
N/A—1,266-1,266-100%$241.2K———
Seneschal Advisors, LLC
N/A—1,260-1,260-100%$240.1K———
WealthCollab, LLC
N/A—1,258-1,258-100%$239.7K———
Planning Center, Inc.
N/A—1,253-1,253-100%$238.7K———
Investment Advisory Group, LLC
N/A—1,252-1,252-100%$238.6K———
Bellevue Asset Management, LLC
N/A—1,240-1,240-100%$236.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,233-1,233-100%$235.0K———
Boston Partners
N/A—1,225-1,225-100%$233.4K———
Blue Edge Capital, LLC
N/A—1,224-1,224-100%$233.2K———
Twin Peaks Wealth Advisors, LLC
N/A—1,217-1,217-100%$231.9K———
Napier Financial, LLC
N/A—1,215-1,215-100%$231.5K———
Wayfinding Financial, LLC
N/A—1,203-1,203-100%$229.0K———
United Bank
N/A—1,198-1,198-100%$228.2K———
Horizon Investment Services, LLC
N/A—1,198-1,198-100%$228.2K———
Vision Retirement, LLC
N/A—1,196-1,196-100%$227.8K———
PSI Advisors, LLC
N/A—1,191-1,191-100%$226.9K———
Ankerstar Wealth, LLC
N/A—1,182-1,182-100%$225.3K———
Osborne Partners Capital Management, LLC
N/A—1,159-1,159-100%$220.8K———
Bank of the Bluegrass & Trust Co.
N/A—1,158-1,158-100%$226.7K———
Presidio Capital Management, LLC
N/A—1,150-1,150-100%$219.1K———
Anchor Investment Management, LLC
N/A—1,136-1,136-100%$216.4K———
One Wealth Management Investment & Advisory Services, LLC
N/A—1,120-1,120-100%$213.4K———
Windsor Advisory Group, LLC
N/A—1,120-1,120-100%$213.4K———
Peak Retirement Planning, Inc.
N/A—1,111-1,111-100%$211.7K———
Arvest Bank Trust Division
N/A—1,103-1,103-100%$210.1K———
Evelyn Partners Group Ltd
N/A—1,100-1,100-100%$209.6K———
Kerr Financial Planning Corp
N/A—1,100-1,100-100%$209.6K———
USA Financial Formulas
N/A—1,098-1,098-100%$209.2K———
Chilton Investment Co Inc.
N/A—1,090-1,090-100%$207.7K———
J Hagan Capital, Inc.
N/A—1,087-1,087-100%$207.1K———
Clear Street Group Inc.
N/A—1,076-1,076-100%$205.0K———
Concorde Asset Management, LLC
N/A—1,071-1,071-100%$204.1K———
Saiph Capital, LLC
N/A—1,064-1,064-100%$202.7K———
Castle Wealth Management LLC
N/A—1,064-1,064-100%$202.7K———
Alpine Global Management, LLC
N/A—1,064-1,064-100%$202.7K———
Forum Private Client Group LLC
N/A—1,058-1,058-100%$201.7K———
Safeguard Investment Advisory Group, LLC
N/A—1,056-1,056-100%$201.2K———
Cannell & Spears LLC
N/A—1,054-1,054-100%$200.8K———
Rothschild Investment LLC
N/A—992-992-100%$189.0K———
Fi3 Financial Advisors, LLC
N/A—904-904-100%$249.3K———
Banque Transatlantique SA
N/A—890-890-100%$169.6K———
Allied Private Wealth LLC
N/A—889-889-100%$161.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—851-851-100%$162.1K———
Sittner & Nelson, LLC
N/A—850-850-100%$161.9K———
Proffitt & Goodson Inc
N/A—810-810-100%$154.3K———
Delos Wealth Advisors, LLC
N/A—774-774-100%$147.5K———
Westfuller Advisors, LLC
N/A—769-769-100%$146.5K———
Tiaa Trust, National Association
N/A—764-764-100%$145.6K———
Toronto Dominion Bank
N/A—686-686-100%$130.4K———
Graney & King, LLC
N/A—680-680-100%$129.6K———
Financial Life Planners
N/A—666-666-100%$126.9K———
Ameritas Investment Partners, Inc.
N/A—642-642-100%$122.4K———
Integrity Financial Corp
N/A—634-634-100%$120.9K———
Orion Capital Management LLC
N/A—617-617-100%$117.6K———
Matrix Private Capital Group LLC
N/A—610-610-100%$116.1K———
Providence Capital Advisors, LLC
N/A—603-603-100%$114.9K———
Cutler Capital Management, LLC
N/A—600-600-100%$114.3K———
Bogart Wealth, LLC
N/A—553-553-100%$105.4K———
NI Acquisitions Company, LLC
N/A—548-548-100%$104.4K———
South Plains Financial, Inc.
N/A—534-534-100%$101.7K———
Millstone Evans Group, LLC
N/A—516-516-100%$98.2K———
Mufg Securities Emea plc
N/A—508-508-100%$96.8K———
Financial Gravity Companies, Inc.
N/A—459-459-100%$87.5K———
Colonial Trust Co / SC
N/A—423-423-100%$80.6K———
Miller Capital Partners, Inc.
N/A—420-420-100%$80.0K———
Manning & Napier Advisors LLC
N/A—400-400-100%$74.2K———
Marshall Investment Management, LLC
N/A—354-354-100%$67.4K———
Delta Asset Management LLC
N/A—352-352-100%$67.1K———
Wellington-Altus USA Inc.
N/A—344-344-100%$45.7K———
Atomic Invest LLC
N/A—332-332-100%$61.6K———
Front Row Advisors LLC
N/A—290-290-100%$54.0K———
SSA Swiss Advisors AG
N/A—245-245-100%$46.7K———
Forum Finance Group S.A.
N/A—240-240-100%$37———
Nalls Sherbakoff Group, LLC
N/A—226-226-100%$43.1K———
Silicon Valley Capital Partners
N/A—222-222-100%$42.4K———
Mcguire Capital Advisors Inc
N/A—204-204-100%$38.9K———
Swan Capital LLC
N/A—202-202-100%$38.4K———
Bravera Wealth
N/A—200-200-100%$38.1K———
Regatta Research & Money Management
N/A—198-198-100%$37.5K———
Family Manage LLC
N/A—188-188-100%$35.8K———
JPL Wealth Management, LLC
N/A—168-168-100%$32.0K———
Tacita Capital Inc
N/A—160-160-100%$30.5K———
Strategic Investment Solutions, Inc.
N/A—144-144-100%$27.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—128-128-100%$24.4K———
Raffa Wealth Management, LLC
N/A—128-128-100%$24.4K———
LOM Asset Management Ltd
N/A—120-120-100%$22.9K———
Timbuktu Capital Management, LLC
N/A—110-110-100%$21.0K———
Financial Avengers, Inc.
N/A—101-101-100%$19.2K———
Harborfront Financial Group LLC
N/A—100-100-100%$19.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—95-95-100%$18.1K———
Oakmont Advisory Group, LLC
N/A—92-92-100%$17.6K———
Minot DeBlois Advisors LLC
N/A—70-70-100%$13.3K———
Freestone Grove Partners LP
N/A—64-64-100%$12.2K———
Core Alternative Capital
N/A—60-60-100%$11.4K———
Dunhill Financial, LLC
N/A—47-47-100%$9.1K———
one8zero8, LLC
N/A—42-42-100%$8.0K———
Kiker Wealth Management, LLC
N/A—35-35-100%$6.7K———
Capital Advisor Network LLC
N/A—32-32-100%$6.1K———
Westend Capital Management, LLC
N/A—10-10-100%$1.9K———
Tripletail Wealth Management, LLC
N/A—6-6-100%$1.1K———
VAN DEN Berg Management I, Inc
N/A—4-4-100%$762———
Abound Financial, LLC
N/A—4-4-100%$762———
Showing 2778 of 2778 institutions