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SS Comm Select Sector Spdr (XLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,392,739 from 4,056,559
Change+336,180 (+8%)
Value$487.5M (+$52.9M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares3,544,806 from 2,779,788
Change+765,018 (+28%)
Value$393.4M (+$95.6M)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares3,160,758 from 2,203,231
Change+957,527 (+43%)
Value$350.8M (+$114.7M)
Filed 2026-10-27
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares3,075,739 from 3,407,164
Change-331,425 (-10%)
Value$341.3M (-$23.7M)
Filed 2026-11-09
Barclays PLC
DECREASED
Shares1,314,942 from 2,823,156
Change-1,508,214 (-53%)
Value$145.9M (-$156.5M)
Filed 2026-11-06
J.Safra Asset Management Corp
INCREASED
Shares917,200 from 886,360
Change+30,840 (+3%)
Value$101.8M (+$6.8M)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares804,339 from 730,009
Change+74,330 (+10%)
Value$89.3M (+$11.1M)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares803,885 from 777,182
Change+26,703 (+3%)
Value$89.2M (+$5.9M)
Filed 2026-10-13
Meitav Investment House LTD
DECREASED
Shares681,584 from 2,416,041
Change-1,734,457 (-72%)
Value$75.6M (-$183.2M)
Filed 2026-10-28
Phoenix Financial Ltd.
UNCHANGED
Shares681,182 from 681,182
Change0 (0%)
Value$75.6M (+$2.6M)
Filed 2026-11-09
AGF Management LTD
DECREASED
Shares661,093 from 867,312
Change-206,219 (-24%)
Value$73.4M (-$19.6M)
Filed 2026-11-03
Donaldson Capital Management, LLC
DECREASED
Shares658,529 from 684,191
Change-25,662 (-4%)
Value$73.1M (-$220.5K)
Filed 2026-11-09
Fisher Asset Management, LLC
DECREASED
Shares587,614 from 600,313
Change-12,699 (-2%)
Value$65.2M (+$896.0K)
Filed 2026-11-06
KCM Investment Advisors LLC
DECREASED
Shares497,976 from 505,901
Change-7,925 (-2%)
Value$55.3M (+$1.1M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares495,655 from 380,200
Change+115,455 (+30%)
Value$55.0M (+$14.3M)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares484,767 from 504,352
Change-19,585 (-4%)
Value$53.8M (-$236.8K)
Filed 2026-10-28
HighTower Advisors, LLC
DECREASED
Shares425,936 from 440,017
Change-14,081 (-3%)
Value$47.3M (+$127.0K)
Filed 2026-11-10
Bank of Montreal
DECREASED
Shares416,593 from 418,959
Change-2,366 (-1%)
Value$46.2M (+$1.3M)
Filed 2026-11-09
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares404,029 from 347,509
Change+56,520 (+16%)
Value$44.8K (-$37.2M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares344,821 from 426,990
Change-82,169 (-19%)
Value$38.3M (-$7.5M)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares344,002 from 329,736
Change+14,266 (+4%)
Value$38.2M (+$2.8M)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED
Shares312,303 from 390,521
Change-78,218 (-20%)
Value$34.7M (-$7.2M)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares298,453 from 305,275
Change-6,822 (-2%)
Value$33.1M (+$415.2K)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares276,202 from 223,166
Change+53,036 (+24%)
Value$30.7M (+$6.7M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares268,705 from 185,606
Change+83,099 (+45%)
Value$29.8M (+$9.9M)
Filed 2026-10-16
Stonebridge Financial Group, LLC
NEW
Shares254,429
Change+254,429
Value$28.2M
Filed 2026-10-01
Krilogy Financial LLC
INCREASED
Shares252,435 from 224,944
Change+27,491 (+12%)
Value$28.1M (+$4.0M)
Filed 2026-10-13
IMZ Advisory Inc
INCREASED
Shares244,872 from 232,536
Change+12,336 (+5%)
Value$27.2M (+$2.3M)
Filed 2026-11-03
Asset Advisors Investment Management, LLC
DECREASED
Shares240,892 from 242,648
Change-1,756 (-1%)
Value$26.7M (+$736.9K)
Filed 2026-10-19
Comprehensive Wealth Management, LLC
INCREASED
Shares236,123 from 229,179
Change+6,944 (+3%)
Value$26.2M (+$1.7M)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED
Shares225,950 from 238,547
Change-12,597 (-5%)
Value$25.1M (-$481.8K)
Filed 2026-10-08
Evolution Wealth Advisors, LLC
INCREASED
Shares224,167 from 214,679
Change+9,488 (+4%)
Value$24.9M (+$1.9M)
Filed 2026-11-03
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares221,100 from 221,100
Change0 (0%)
Value$24.5M (+$849.0K)
Filed 2026-10-29
Horizon Wealth Management, LLC
INCREASED
Shares202,318 from 150,463
Change+51,855 (+34%)
Value$22.5M (+$6.3M)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares196,610 from 197,405
Change-795 (0%)
Value$21.8M (+$669.8K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares191,810 from 153,066
Change+38,744 (+25%)
Value$21.3M (+$4.9M)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares181,579 from 160,776
Change+20,803 (+13%)
Value$20.1M (+$2.9M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares178,172 from 189,717
Change-11,545 (-6%)
Value$19.8M (-$552.6K)
Filed 2026-11-02
First Interstate Bank
INCREASED
Shares157,125 from 147,712
Change+9,413 (+6%)
Value$17.4M (+$1.6M)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares156,951 from 185,280
Change-28,329 (-15%)
Value$17.4M (-$2.4M)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares153,952 from 164,010
Change-10,058 (-6%)
Value$17.1M (-$486.3K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
INCREASED
Shares148,720 from 116,182
Change+32,538 (+28%)
Value$16.4M (+$3.5M)
Filed 2026-10-19
WBH Advisory Inc
DECREASED
Shares146,971 from 151,813
Change-4,842 (-3%)
Value$16.3M (+$45.7K)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares146,400 from 146,232
Change+168 (+0%)
Value$16.2M (+$580.2K)
Filed 2026-10-20
HighPoint Advisor Group LLC
DECREASED
Shares144,452 from 161,567
Change-17,115 (-11%)
Value$16.0M (-$1.3M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares139,699 from 246,806
Change-107,107 (-43%)
Value$15.5K (-$26.4M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares138,668 from 132,034
Change+6,634 (+5%)
Value$15.4K (-$14.1M)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares137,488 from 143,550
Change-6,062 (-4%)
Value$15.3M (-$126.8K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares133,896 from 119,968
Change+13,928 (+12%)
Value$14.9M (+$2.0M)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares132,760 from 131,656
Change+1,104 (+1%)
Value$14.7M (+$628.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares129,990 from 110,146
Change+19,844 (+18%)
Value$14.4M (+$2.6M)
Filed 2026-11-02
CMH Wealth Management LLC
INCREASED
Shares127,343 from 119,407
Change+7,936 (+7%)
Value$14.1M (+$1.3M)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares124,866 from 120,386
Change+4,480 (+4%)
Value$13.9M (+$959.4K)
Filed 2026-10-07
Trilogy Capital Inc.
INCREASED
Shares121,184 from 78,078
Change+43,106 (+55%)
Value$13.4M (+$5.1M)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares115,591 from 120,657
Change-5,066 (-4%)
Value$12.8M (-$98.9K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares114,520 from 113,014
Change+1,506 (+1%)
Value$12.7M (+$601.1K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares106,335 from 278,535
Change-172,200 (-62%)
Value$11.8M (-$18.0M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares105,549 from 104,219
Change+1,330 (+1%)
Value$11.6M (+$167.0K)
Filed 2026-11-04
McCollum Christoferson Group LLC
DECREASED
Shares102,072 from 104,120
Change-2,048 (-2%)
Value$9.6M (+$110.5K)
Filed 2026-10-13
Innealta Capital, LLC
DECREASED
Shares101,756 from 148,093
Change-46,337 (-31%)
Value$11.3M (-$4.6M)
Filed 2026-11-02
BAR Harbor Wealth Management
INCREASED
Shares101,738 from 101,272
Change+466 (+0%)
Value$11.3M (+$440.6K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares101,374 from 111,638
Change-10,264 (-9%)
Value$11.2M (-$710.3K)
Filed 2026-10-08
CWA Asset Management Group, LLC
DECREASED
Shares99,443 from 100,543
Change-1,100 (-1%)
Value$11.0M (+$264.1K)
Filed 2026-10-19
Bellwether Advisors, LLC
DECREASED
Shares94,858 from 170,958
Change-76,100 (-45%)
Value$10.5M (-$7.8M)
Filed 2026-11-09
Encompass More Asset Management
INCREASED
Shares92,696 from 42,422
Change+50,274 (+119%)
Value$10.3M (+$5.7M)
Filed 2026-10-16
Kwmg, LLC
INCREASED
Shares92,624 from 83,423
Change+9,201 (+11%)
Value$10.3M (+$1.3M)
Filed 2026-10-07
Biltmore Wealth Management, LLC
INCREASED
Shares91,670 from 88,050
Change+3,620 (+4%)
Value$10.2M (+$739.9K)
Filed 2026-10-09
Conservest Capital Advisors, Inc.
DECREASED
Shares90,359 from 100,180
Change-9,821 (-10%)
Value$10.0M (-$705.1K)
Filed 2026-11-09
Carnegie Investment Counsel
INCREASED
Shares89,390 from 88,410
Change+980 (+1%)
Value$9.9M (+$448.2K)
Filed 2026-10-20
Winthrop Capital Management, LLC
DECREASED
Shares89,251 from 94,229
Change-4,978 (-5%)
Value$9.9M (-$190.8K)
Filed 2026-11-05
Theory Financial LLC
DECREASED
Shares89,161 from 197,004
Change-107,843 (-55%)
Value$9.9M (-$11.2M)
Filed 2026-11-09
Schmidt P J Investment Management Inc
INCREASED
Shares88,609 from 82,159
Change+6,450 (+8%)
Value$9.8M (+$1.0M)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares87,993 from 82,605
Change+5,388 (+7%)
Value$9.8M (+$862.7K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares87,500 from 74,016
Change+13,484 (+18%)
Value$9.7M (+$1.8M)
Filed 2026-10-15
3Edge Asset Management, LP
DECREASED
Shares85,088 from 87,412
Change-2,324 (-3%)
Value$9.4M (+$77.8K)
Filed 2026-10-30
FMR LLC
INCREASED
Shares85,035 from 79,252
Change+5,783 (+7%)
Value$9.4M (+$946.0K)
Filed 2026-11-10
Signal Advisors Wealth, LLC
DECREASED
Shares81,279 from 91,830
Change-10,551 (-11%)
Value$9.0M (-$818.2K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares76,089 from 74,813
Change+1,276 (+2%)
Value$8.4M (+$428.9K)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares75,341 from 92,192
Change-16,851 (-18%)
Value$8.4M (-$1.5M)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares74,239 from 271,358
Change-197,119 (-73%)
Value$8.2K (-$29.1M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares73,524 from 71,346
Change+2,178 (+3%)
Value$8.2M (+$515.7K)
Filed 2026-11-02
Orange Investment Advisors, Inc.
INCREASED
Shares72,846 from 70,666
Change+2,180 (+3%)
Value$8.1M (+$513.3K)
Filed 2026-10-23
Foronjy Financial LLC
INCREASED
Shares72,053 from 68,081
Change+3,972 (+6%)
Value$8.0M (+$702.2K)
Filed 2026-10-14
Harbour Trust & Investment Management Co
DECREASED
Shares71,741 from 77,603
Change-5,862 (-8%)
Value$8.0M (-$352.5K)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares70,460 from 76,063
Change-5,603 (-7%)
Value$7.8M (-$329.7K)
Filed 2026-10-20
Bank Hapoalim BM
DECREASED
Shares68,719 from 114,535
Change-45,816 (-40%)
Value$7.6K (-$12.3M)
Filed 2026-11-10
Atlas Capital Advisors Inc.
DECREASED
Shares68,439 from 77,321
Change-8,882 (-11%)
Value$242.3K (-$8.0M)
Filed 2026-11-09
Essex LLC
INCREASED
Shares67,427 from 65,790
Change+1,637 (+2%)
Value$7.5M (+$434.3K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
INCREASED
Shares65,627 from 45,924
Change+19,703 (+43%)
Value$7.3M (+$2.4M)
Filed 2026-11-09
Forbes J M & Co LLP
UNCHANGED
Shares63,576 from 63,576
Change0 (0%)
Value$7.1M (+$244.1K)
Filed 2026-10-16
Chemung Canal Trust Co
DECREASED
Shares62,014 from 62,918
Change-904 (-1%)
Value$6.9M (+$141.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares61,976 from 54,640
Change+7,336 (+13%)
Value$6.9M (+$845.6K)
Filed 2026-10-13
Harbor Capital Advisors, Inc.
DECREASED
Shares61,941 from 66,067
Change-4,126 (-6%)
Value$6.9K (-$7.1M)
Filed 2026-10-22
Sharper & Granite LLC
INCREASED
Shares61,028 from 60,328
Change+700 (+1%)
Value$6.8M (+$302.6K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares59,472 from 50,622
Change+8,850 (+17%)
Value$6.6M (+$1.2M)
Filed 2026-10-08
Colton Groome Financial Advisors, LLC
INCREASED
Shares59,419 from 54,915
Change+4,504 (+8%)
Value$6.6M (+$710.6K)
Filed 2026-10-06
Client First Capital LLC
DECREASED
Shares59,175 from 60,325
Change-1,150 (-2%)
Value$6.6M (+$104.1K)
Filed 2026-10-22
Jmac Enterprises LLC
INCREASED
Shares58,387 from 57,746
Change+641 (+1%)
Value$6.5M (+$292.9K)
Filed 2026-10-30
Darwin Wealth Management, LLC
INCREASED
Shares57,891 from 54,364
Change+3,527 (+6%)
Value$6.4M (+$600.2K)
Filed 2026-11-09
Bonfire Financial
INCREASED
Shares55,963 from 54,331
Change+1,632 (+3%)
Value$6.2M (+$389.7K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares55,084 from 62,889
Change-7,805 (-12%)
Value$6.1M (-$624.7K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
DECREASED
Shares54,541 from 72,894
Change-18,353 (-25%)
Value$6.1M (-$1.8M)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares54,528 from 44,726
Change+9,802 (+22%)
Value$6.0M (+$1.1M)
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares53,641 from 58,262
Change-4,621 (-8%)
Value$6.0M (-$289.1K)
Filed 2026-11-06
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares53,520 from 51,607
Change+1,913 (+4%)
Value$5.9M (+$321.8K)
Filed 2026-10-14
Vaughan David Investments LLC
INCREASED
Shares52,828 from 48,975
Change+3,853 (+8%)
Value$5.9K (-$5.2M)
Filed 2026-11-05
Cooksen Wealth, LLC
INCREASED
Shares50,716 from 45,674
Change+5,042 (+11%)
Value$5.6M (+$705.0K)
Filed 2026-10-13
Nelson Capital Management, LLC
INCREASED
Shares50,317 from 35,162
Change+15,155 (+43%)
Value$5.6M (+$1.8M)
Filed 2026-11-09
Daymark Wealth Partners, LLC
INCREASED
Shares50,133 from 38,366
Change+11,767 (+31%)
Value$5.6M (+$1.5M)
Filed 2026-11-04
Founders Financial Securities LLC
DECREASED
Shares49,654 from 68,470
Change-18,816 (-27%)
Value$5.5M (-$1.8M)
Filed 2026-10-28
Trust Co of Oklahoma
DECREASED
Shares49,028 from 50,715
Change-1,687 (-3%)
Value$5.4M (+$7.5K)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED
Shares48,950 from 49,053
Change-103 (0%)
Value$5.4M (+$176.9K)
Filed 2026-10-05
CX Institutional
DECREASED
Shares48,508 from 56,136
Change-7,628 (-14%)
Value$5.4K (-$631)
Filed 2026-10-02
High Note Wealth, LLC
DECREASED
Shares48,075 from 50,100
Change-2,025 (-4%)
Value$5.3M (-$32.3K)
Filed 2026-10-27
Friedenthal Financial
INCREASED
Shares48,002 from 41,638
Change+6,364 (+15%)
Value$5.3M (+$866.1K)
Filed 2026-10-27
Toth Financial Advisory Corp
DECREASED
Shares47,713 from 48,843
Change-1,130 (-2%)
Value$5.3M (+$62.2K)
Filed 2026-10-08
Compass Wealth Management, LLC
INCREASED
Shares47,606 from 45,638
Change+1,968 (+4%)
Value$5.3M (+$393.7K)
Filed 2026-10-30
Econ Financial Services Corp
NEW
Shares47,005
Change+47,005
Value$5.2M
Filed 2026-10-19
Ayalon Insurance Comp Ltd.
DECREASED
Shares46,776 from 146,776
Change-100,000 (-68%)
Value$5.2K (-$10.5K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares46,147 from 29,285
Change+16,862 (+58%)
Value$5.1M (+$2.0M)
Filed 2026-11-05
Adams Diversified Equity Fund, Inc.
DECREASED
Shares45,000 from 67,100
Change-22,100 (-33%)
Value$5.0M (-$2.2M)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares44,335 from 56,939
Change-12,604 (-22%)
Value$4.9M (-$1.2M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares44,276 from 41,215
Change+3,061 (+7%)
Value$4.9M (+$497.9K)
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares43,928 from 44,182
Change-254 (-1%)
Value$4.9M (+$141.5K)
Filed 2026-10-15
Alliance Private Wealth, LLC
DECREASED
Shares43,316 from 44,903
Change-1,587 (-4%)
Value$4.8M (-$3.6K)
Filed 2026-10-20
5th Street Advisors, LLC
DECREASED
Shares42,115 from 43,267
Change-1,152 (-3%)
Value$4.7M (+$38.3K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares41,843 from 38,168
Change+3,675 (+10%)
Value$4.6M (+$554.3K)
Filed 2026-10-23
Terra Nova Asset Management LLC
INCREASED
Shares41,688 from 41,526
Change+162 (+0%)
Value$4.6M (+$177.5K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares41,382 from 41,122
Change+260 (+1%)
Value$4.6M (+$186.8K)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares40,577 from 37,636
Change+2,941 (+8%)
Value$4.5M (+$307.5K)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares40,508 from 18,552
Change+21,956 (+118%)
Value$4.5M (+$2.5M)
Filed 2026-10-29
Attessa Capital LLC
INCREASED
Shares40,274 from 38,034
Change+2,240 (+6%)
Value$4.5M (+$394.6K)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares39,521 from 40,615
Change-1,094 (-3%)
Value$4.4M (+$34.6K)
Filed 2026-10-26
Wall Street Financial Group, Inc.
DECREASED
Shares39,155 from 39,973
Change-818 (-2%)
Value$4.3M (+$62.8K)
Filed 2026-11-09
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares37,465 from 34,766
Change+2,699 (+8%)
Value$4.2K (-$3.7M)
Filed 2026-10-14
Lowe Brockenbrough & Co Inc
INCREASED
Shares36,083 from 33,890
Change+2,193 (+6%)
Value$4.0M (+$373.5K)
Filed 2026-11-09
Cornerstone Wealth Group, LLC
NEW
Shares35,693
Change+35,693
Value$4.0M
Filed 2026-11-02
Tritonpoint Wealth, LLC
DECREASED
Shares35,249 from 35,599
Change-350 (-1%)
Value$3.9M (+$97.9K)
Filed 2026-10-19
AlphaCore Capital LLC
DECREASED
Shares35,109 from 58,942
Change-23,833 (-40%)
Value$3.9M (-$2.4M)
Filed 2026-11-04
LightSquare Wealth Management, LLC
INCREASED
Shares34,796 from 31,510
Change+3,286 (+10%)
Value$3.9M (+$485.6K)
Filed 2026-11-03
CDM Financial Counseling Services, Inc.
INCREASED
Shares34,379 from 33,659
Change+720 (+2%)
Value$3.8M (+$209.1K)
Filed 2026-10-15
Centennial Bank
INCREASED
Shares34,240 from 28,658
Change+5,582 (+19%)
Value$3.8M (+$729.5K)
Filed 2026-11-09
Congress Asset Management Co
NEW
Shares33,791
Change+33,791
Value$3.7M
Filed 2026-10-06
Integrated Advisors Network LLC
INCREASED
Shares33,744 from 32,794
Change+950 (+3%)
Value$3.7M (+$231.4K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares33,295 from 31,338
Change+1,957 (+6%)
Value$3.7M (+$337.6K)
Filed 2026-11-06
Squarepoint Ops LLC
DECREASED
Shares32,973 from 4,852,366
Change-4,819,393 (-99%)
Value$3.7M (-$516.2M)
Filed 2026-11-09
Independence Wealth Advisors, LLC
INCREASED
Shares32,768 from 31,379
Change+1,389 (+4%)
Value$3.6M (+$274.5K)
Filed 2026-10-29
Canton Hathaway, LLC
DECREASED
Shares32,170 from 32,695
Change-525 (-2%)
Value$3.6M (+$67.3K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares31,696 from 30,976
Change+720 (+2%)
Value$3.5M (+$198.9K)
Filed 2026-10-22
Clarus Wealth Advisors
INCREASED
Shares31,261 from 29,191
Change+2,070 (+7%)
Value$3.5M (+$255.3K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
DECREASED
Shares31,192 from 43,406
Change-12,214 (-28%)
Value$3.5M (-$1.2M)
Filed 2026-11-05
Herbst Group, LLC
INCREASED
Shares31,045 from 30,814
Change+231 (+1%)
Value$3.4M (+$144.0K)
Filed 2026-10-20
Innova Wealth Partners
INCREASED
Shares30,476 from 4,057
Change+26,419 (+651%)
Value$3.4M (+$2.9M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares30,366 from 30,769
Change-403 (-1%)
Value$3.4M (+$73.4K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares30,340 from 30,311
Change+29 (+0%)
Value$3.4M (+$119.6K)
Filed 2026-10-19
Kingstone Capital Partners Texas, LLC
DECREASED
Shares30,097 from 31,036
Change-939 (-3%)
Value$3.3M (+$15.0K)
Filed 2026-11-03
Western Wealth Management, LLC
DECREASED
Shares29,673 from 36,397
Change-6,724 (-18%)
Value$3.3M (-$606.5K)
Filed 2026-11-09
Vise Technologies, Inc.
DECREASED
Shares29,621 from 33,070
Change-3,449 (-10%)
Value$3.3M (-$255.7K)
Filed 2026-10-29
Harrell Investment Partners, LLC
DECREASED
Shares29,180 from 31,598
Change-2,418 (-8%)
Value$3.2M (-$147.1K)
Filed 2026-10-15
10Elms LLP
INCREASED
Shares29,035 from 26,906
Change+2,129 (+8%)
Value$3.2M (+$339.6K)
Filed 2026-11-06
Apollon Financial, LLC
DECREASED
Shares28,966 from 29,817
Change-851 (-3%)
Value$3.2M (+$20.0K)
Filed 2026-10-23
Chesapeake Wealth Management
DECREASED
Shares28,811 from 30,181
Change-1,370 (-5%)
Value$3.2M (-$36.1K)
Filed 2026-11-09
Zullo Investment Group, Inc.
INCREASED
Shares28,357 from 28,058
Change+299 (+1%)
Value$3.1M (+$140.9K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares28,280 from 28,845
Change-565 (-2%)
Value$3.1M (+$48.0K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares27,406 from 22,913
Change+4,493 (+20%)
Value$3.0M (+$586.5K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares27,394 from 29,201
Change-1,807 (-6%)
Value$3.0M (-$88.4K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares27,353 from 25,793
Change+1,560 (+6%)
Value$3.0M (+$260.1K)
Filed 2026-10-13
Horizon Financial Services, LLC
INCREASED
Shares27,216 from 18,157
Change+9,059 (+50%)
Value$3.0M (+$1.1M)
Filed 2026-11-04
Laurel Wealth Advisors LLC
DECREASED
Shares27,117 from 28,137
Change-1,020 (-4%)
Value$3.0M (-$5.2K)
Filed 2026-10-27
Ameraudi Asset Management, Inc.
INCREASED
Shares26,654 from 25,397
Change+1,257 (+5%)
Value$3.0M (+$237.0K)
Filed 2026-11-05
Contravisory Investment Management, Inc.
INCREASED
Shares26,220 from 3,568
Change+22,652 (+635%)
Value$2.9M (+$2.5M)
Filed 2026-10-13
Retireful, LLC
NEW
Shares26,201
Change+26,201
Value$2.9M
Filed 2026-10-09
Naples Global Advisors, LLC
INCREASED
Shares26,134 from 25,599
Change+535 (+2%)
Value$2.9M (+$157.7K)
Filed 2026-11-05
Ticino Wealth
NEW
Shares26,122
Change+26,122
Value$2.9M
Filed 2026-10-13
AdvisorShares Investments LLC
DECREASED
Shares26,071 from 27,906
Change-1,835 (-7%)
Value$2.9M (-$96.5K)
Filed 2026-11-09
Stockman Wealth Management, Inc.
INCREASED
Shares25,254 from 23,697
Change+1,557 (+7%)
Value$2.8M (+$263.8K)
Filed 2026-10-27
Joel Isaacson & Co., LLC
DECREASED
Shares25,027 from 27,111
Change-2,084 (-8%)
Value$2.8M (-$127.3K)
Filed 2026-11-05
St. Johns Investment Management Company, LLC
DECREASED
Shares24,885 from 25,008
Change-123 (0%)
Value$2.8M (+$82.4K)
Filed 2026-10-30
Butensky & Cohen Financial Security, Inc
INCREASED
Shares24,829 from 23,576
Change+1,253 (+5%)
Value$2.8M (+$229.6K)
Filed 2026-10-13
Shuttleworth & Co
DECREASED
Shares24,405 from 24,428
Change-23 (0%)
Value$2.7M (+$91.3K)
Filed 2026-10-30
Delta Financial Advisors LLC
INCREASED
Shares24,404 from 23,636
Change+768 (+3%)
Value$2.7M (+$176.0K)
Filed 2026-10-27
Trust Co
INCREASED
Shares24,240 from 24,015
Change+225 (+1%)
Value$2.7M (+$117.2K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED
Shares23,689 from 23,286
Change+403 (+2%)
Value$2.6M (+$134.1K)
Filed 2026-10-16
Patten & Patten Inc
INCREASED
Shares23,244 from 22,244
Change+1,000 (+5%)
Value$2.6M (+$196.4K)
Filed 2026-10-26
Pine Valley Investments Ltd Liability Co
INCREASED
Shares23,153 from 20,665
Change+2,488 (+12%)
Value$2.6M (+$355.4K)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares23,081 from 12,994
Change+10,087 (+78%)
Value$2.6M (+$1.2M)
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
DECREASED
Shares23,072 from 85,996
Change-62,924 (-73%)
Value$2.6M (-$6.7M)
Filed 2026-10-16
Wespac Advisors SoCal, LLC
INCREASED
Shares22,919 from 22,567
Change+352 (+2%)
Value$2.5M (+$125.7K)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED
Shares22,873 from 46,557
Change-23,684 (-51%)
Value$2.5M (-$2.4M)
Filed 2026-10-28
Cypress Capital Group
INCREASED
Shares22,775 from 20,550
Change+2,225 (+11%)
Value$2.5M (+$325.8K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares22,746 from 21,543
Change+1,203 (+6%)
Value$2.5M (+$216.2K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares22,741 from 24,889
Change-2,148 (-9%)
Value$2.5M (-$142.8K)
Filed 2026-10-19
Colony Family Offices, LLC
UNCHANGED
Shares22,650 from 22,650
Change0 (0%)
Value$2.5M (+$87.0K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares22,603 from 21,144
Change+1,459 (+7%)
Value$2.5M (+$243.1K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares22,560 from 16,814
Change+5,746 (+34%)
Value$2.5M (+$689.6K)
Filed 2026-10-13
M&T Bank Corp
DECREASED
Shares22,488 from 25,186
Change-2,698 (-11%)
Value$2.5M (-$202.4K)
Filed 2026-11-10
Wall Capital Group, Inc.
INCREASED
Shares22,365 from 17,359
Change+5,006 (+29%)
Value$2.5M (+$622.1K)
Filed 2026-10-14
Cambiar Investors LLC
NEW
Shares22,279
Change+22,279
Value$2.5M
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares22,157 from 18,382
Change+3,775 (+21%)
Value$2.5M (+$489.5K)
Filed 2026-10-28
Schorn Wealth LLC
INCREASED
Shares22,065 from 19,934
Change+2,131 (+11%)
Value$2.4M (+$313.0K)
Filed 2026-10-14
Bfsg, LLC
DECREASED
Shares21,965 from 22,114
Change-149 (-1%)
Value$2.4M (+$68.4K)
Filed 2026-10-30
Cornerstone National Bank & Trust Co
INCREASED
Shares21,836 from 21,747
Change+89 (+0%)
Value$2.4M (+$14.1K)
Filed 2026-10-20
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares21,813 from 21,853
Change-40 (0%)
Value$2.4K (-$2.3M)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares21,617 from 21,210
Change+407 (+2%)
Value$2.4M (+$126.6K)
Filed 2026-10-02
United Asset Strategies, Inc.
INCREASED
Shares21,037 from 19,596
Change+1,441 (+7%)
Value$2.3M (+$235.2K)
Filed 2026-10-28
First International Bank of Israel Ltd.
UNCHANGED
Shares20,735 from 20,735
Change0 (0%)
Value$2.3M (+$79.6K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares19,724 from 20,257
Change-533 (-3%)
Value$2.2M (+$18.6K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares19,718 from 19,424
Change+294 (+2%)
Value$2.2M (+$36.2K)
Filed 2026-10-09
ARS Investment Partners, LLC
INCREASED
Shares19,473 from 18,909
Change+564 (+3%)
Value$2.2M (+$135.2K)
Filed 2026-11-05
Es4, LLC
DECREASED
Shares19,435 from 23,179
Change-3,744 (-16%)
Value$2.2M (-$326.4K)
Filed 2026-11-09
Redwood Financial Network Corp
DECREASED
Shares19,367 from 19,655
Change-288 (-1%)
Value$2.1M (+$43.5K)
Filed 2026-11-03
Keystone Global Partners, LLC
DECREASED
Shares19,337 from 72,244
Change-52,907 (-73%)
Value$2.1M (-$5.6M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares19,285 from 19,138
Change+147 (+1%)
Value$2.1M (+$89.8K)
Filed 2026-11-05
Matrix Trust Co
INCREASED
Shares19,236 from 18,427
Change+809 (+4%)
Value$2.1K (+$161)
Filed 2026-10-07
Country Trust Bank
DECREASED
Shares19,118 from 19,280
Change-162 (-1%)
Value$2.1M (+$56.1K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares19,115 from 17,216
Change+1,899 (+11%)
Value$2.1M (+$276.8K)
Filed 2026-10-16
SMI Advisory Services, LLC
DECREASED
Shares19,002 from 20,754
Change-1,752 (-8%)
Value$2.1M (-$189.8K)
Filed 2026-10-13
Leuthold Group, LLC
DECREASED
Shares18,261 from 19,361
Change-1,100 (-6%)
Value$2.0M (-$47.7K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares17,957 from 19,017
Change-1,060 (-6%)
Value$2.0M (-$44.5K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares17,817 from 16,599
Change+1,218 (+7%)
Value$2.0M (+$198.9K)
Filed 2026-10-23
MontVue Capital Management, Inc.
INCREASED
Shares17,639 from 17,577
Change+62 (+0%)
Value$2.0M (+$74.4K)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares17,635 from 17,282
Change+353 (+2%)
Value$2.0M (+$105.5K)
Filed 2026-11-03
Roberts Wealth Advisors, LLC
INCREASED
Shares16,996 from 15,306
Change+1,690 (+11%)
Value$1.9M (+$246.4K)
Filed 2026-10-14
German American Bancorp, Inc.
DECREASED
Shares16,898 from 16,929
Change-31 (0%)
Value$1.9M (+$61.6K)
Filed 2026-11-10
Point Windward Advisors Inc.
DECREASED
Shares16,689 from 20,223
Change-3,534 (-17%)
Value$1.9M (-$314.5K)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares16,623 from 16,946
Change-323 (-2%)
Value$1.8M (+$29.2K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares16,345 from 20,389
Change-4,044 (-20%)
Value$1.8M (-$370.5K)
Filed 2026-10-14
Flagstar Securities, Inc
INCREASED
Shares16,296 from 14,452
Change+1,844 (+13%)
Value$1.8M (+$260.0K)
Filed 2026-10-15
Measured Wealth Private Client Group, LLC
DECREASED
Shares16,208 from 19,148
Change-2,940 (-15%)
Value$1.8M (-$252.7K)
Filed 2026-11-10
Strategy Asset Managers LLC
INCREASED
Shares16,005 from 15,789
Change+216 (+1%)
Value$1.8M (+$84.7K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
INCREASED
Shares15,733 from 15,709
Change+24 (+0%)
Value$1.7M (+$63.0K)
Filed 2026-10-29
AMG National Trust Bank
INCREASED
Shares15,720 from 15,588
Change+132 (+1%)
Value$1.7M (+$74.5K)
Filed 2026-11-05
Plimoth Trust Co LLC
INCREASED
Shares15,236 from 14,413
Change+823 (+6%)
Value$1.7M (+$146.7K)
Filed 2026-10-26
CWC Advisors, Llc.
INCREASED
Shares15,108 from 15,058
Change+50 (+0%)
Value$1.7M (+$63.4K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares14,987 from 14,628
Change+359 (+2%)
Value$1.7M (+$95.9K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares14,880 from 10,989
Change+3,891 (+35%)
Value$1.2M (+$62.0K)
Filed 2026-10-26
Global Financial Private Client, LLC
INCREASED
Shares14,858 from 14,809
Change+49 (+0%)
Value$1.6M (+$62.3K)
Filed 2026-10-15
Peterson Wealth Management
DECREASED
Shares14,841 from 15,200
Change-359 (-2%)
Value$1.6M (+$18.5K)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares14,683 from 14,358
Change+325 (+2%)
Value$1.6M (+$91.2K)
Filed 2026-10-27
Blair William & Co
DECREASED
Shares14,680 from 26,157
Change-11,477 (-44%)
Value$1.6M (-$1.2M)
Filed 2026-11-10
Wealthcare Advisory Partners LLC
INCREASED
Shares14,613 from 14,187
Change+426 (+3%)
Value$1.6M (+$101.8K)
Filed 2026-10-21
Nwam LLC
INCREASED
Shares14,569 from 14,298
Change+271 (+2%)
Value$1.6M (+$85.0K)
Filed 2026-11-09
HBW Advisory Services LLC
DECREASED
Shares14,294 from 14,874
Change-580 (-4%)
Value$1.6M (-$7.2K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares14,256 from 12,711
Change+1,545 (+12%)
Value$1.6M (+$220.3K)
Filed 2026-10-28
JSF Financial, LLC
INCREASED
Shares14,226 from 13,623
Change+603 (+4%)
Value$1.6M (+$119.3K)
Filed 2026-10-22
Kessler Investment Group, LLC
INCREASED
Shares14,113 from 8,243
Change+5,870 (+71%)
Value$1.6M (+$683.0K)
Filed 2026-10-08
LVZ, Inc.
INCREASED
Shares13,967 from 13,166
Change+801 (+6%)
Value$1.5M (+$139.5K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares13,853 from 9,085
Change+4,768 (+52%)
Value$1.5M (+$564.0K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED
Shares13,742 from 14,075
Change-333 (-2%)
Value$1.5M (+$17.1K)
Filed 2026-11-05
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
DECREASED
Shares13,693 from 175,090
Change-161,397 (-92%)
Value$1.5M (-$17.2M)
Filed 2026-11-09
Bessemer Group Inc
INCREASED
Shares13,486 from 13,385
Change+101 (+1%)
Value$1.5K (-$1.4M)
Filed 2026-11-09
Nations Financial Group Inc,
DECREASED
Shares13,148 from 13,228
Change-80 (-1%)
Value$1.5M (+$41.9K)
Filed 2026-11-05
Advisor Resource Council
INCREASED
Shares13,080 from 12,937
Change+143 (+1%)
Value$1.5M (+$34.1K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
INCREASED
Shares13,072 from 12,827
Change+245 (+2%)
Value$1.5M (+$76.5K)
Filed 2026-11-06
Providence First Trust Co
INCREASED
Shares12,938 from 11,940
Change+998 (+8%)
Value$1.4M (+$156.6K)
Filed 2026-11-02
Constitution Capital LLC
DECREASED
Shares12,914 from 14,139
Change-1,225 (-9%)
Value$1.4M (-$81.6K)
Filed 2026-10-23
Global View Capital Management LLC
NEW
Shares12,802
Change+12,802
Value$1.4M
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares12,658 from 15,418
Change-2,760 (-18%)
Value$1.4M (-$247.1K)
Filed 2026-10-26
Associated Banc-Corp
INCREASED
Shares12,462 from 12,161
Change+301 (+2%)
Value$1.4M (+$80.1K)
Filed 2026-10-30
TritonPoint Partners, LLC
DECREASED
Shares12,311 from 35,449
Change-23,138 (-65%)
Value$1.4M (-$2.4M)
Filed 2026-11-05
United Bank
INCREASED
Shares12,285 from 10,041
Change+2,244 (+22%)
Value$1.4M (+$287.6K)
Filed 2026-11-06
Green Ridge Wealth Planning LLC
DECREASED
Shares12,281 from 12,827
Change-546 (-4%)
Value$1.4M (-$11.3K)
Filed 2026-10-08
Atlatl Advisers LLC
NEW
Shares12,280
Change+12,280
Value$1.4M
Filed 2026-10-22
Fulcrum Equity Management
DECREASED
Shares12,209 from 13,465
Change-1,256 (-9%)
Value$1.4M (-$87.6K)
Filed 2026-10-21
First Growth Capital LLC
DECREASED
Shares12,029 from 12,480
Change-451 (-4%)
Value$1.3M (-$2.1K)
Filed 2026-10-15
Nuveen, LLC
INCREASED
Shares11,728 from 9,658
Change+2,070 (+21%)
Value$1.1M (+$85.7K)
Filed 2026-11-10
First Citizens Financial Corp
INCREASED
Shares11,642 from 11,344
Change+298 (+3%)
Value$1.3M (+$76.6K)
Filed 2026-10-02
Silver OAK Securities, Incorporated
DECREASED
Shares11,473 from 13,281
Change-1,808 (-14%)
Value$1.2M (-$220.6K)
Filed 2026-11-09
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares11,468 from 11,585
Change-117 (-1%)
Value$1.3M (+$31.5K)
Filed 2026-11-03
Vilga Financial Planning LLC
DECREASED
Shares11,322 from 11,323
Change-1 (0%)
Value$1.3M (+$43.4K)
Filed 2026-10-09
AdvisorNet Financial, Inc
DECREASED
Shares11,258 from 100,562
Change-89,304 (-89%)
Value$1.2M (-$9.5M)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares11,146 from 11,040
Change+106 (+1%)
Value$1.2M (+$54.2K)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares11,130 from 11,229
Change-99 (-1%)
Value$1.2M (+$32.1K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares10,845 from 10,867
Change-22 (0%)
Value$1.2K (-$1.2M)
Filed 2026-10-30
Arta Finance Wealth Management LLC
DECREASED
Shares10,803 from 20,577
Change-9,774 (-47%)
Value$1.2M (-$1.0M)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares10,600
Change+10,600
Value$1.2M
Filed 2026-11-03
Cullen Capital Management, LLC
DECREASED
Shares10,584 from 76,370
Change-65,786 (-86%)
Value$1.2M (-$7.0M)
Filed 2026-11-10
MN Wealth Advisors, LLC
INCREASED
Shares10,550 from 9,171
Change+1,379 (+15%)
Value$1.2M (+$188.2K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares10,445 from 10,002
Change+443 (+4%)
Value$1.2M (+$87.6K)
Filed 2026-11-05
IFG Advisory, LLC
INCREASED
Shares10,417 from 9,979
Change+438 (+4%)
Value$1.2M (+$86.9K)
Filed 2026-11-09
Avidian Wealth Enterprises, LLC
DECREASED
Shares10,371 from 11,248
Change-877 (-8%)
Value$1.2M (-$54.1K)
Filed 2026-10-08
Belpointe Asset Management LLC
INCREASED
Shares10,282 from 9,938
Change+344 (+3%)
Value$1.1M (+$76.3K)
Filed 2026-11-09
111 Capital
DECREASED
Shares10,183 from 27,441
Change-17,258 (-63%)
Value$1.1M (-$1.8M)
Filed 2026-11-03
Schnieders Capital Management, Llc.
UNCHANGED
Shares10,183 from 10,183
Change0 (0%)
Value$1.1M (+$39.1K)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares10,149 from 9,584
Change+565 (+6%)
Value$1.0M (-$12.8K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares10,095 from 8,843
Change+1,252 (+14%)
Value$1.1M (+$172.9K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares9,959 from 9,452
Change+507 (+5%)
Value$1.1M (+$92.5K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares9,799 from 10,324
Change-525 (-5%)
Value$1.1M (-$18.6K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares9,661 from 10,855
Change-1,194 (-11%)
Value$1.1M (-$90.8K)
Filed 2026-10-13
Toews Corp
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$1.1M (+$36.9K)
Filed 2026-11-09
Avior Wealth Management, LLC
DECREASED
Shares9,579 from 11,043
Change-1,464 (-13%)
Value$1.1M (-$120.0K)
Filed 2026-10-13
Blue Fin Capital, Inc.
INCREASED
Shares9,571 from 8,456
Change+1,115 (+13%)
Value$1.1M (+$156.2K)
Filed 2026-10-28
Investment Management Corp
INCREASED
Shares9,502 from 9,375
Change+127 (+1%)
Value$1.1M (+$50.1K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares9,365 from 17,429
Change-8,064 (-46%)
Value$1.0M (-$860.3K)
Filed 2026-11-06
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares9,325 from 11,780
Change-2,455 (-21%)
Value$1.0K (-$228)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
INCREASED
Shares9,312 from 9,311
Change+1 (+0%)
Value$1.0M (+$35.9K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares9,139 from 5,645
Change+3,494 (+62%)
Value$1.0M (+$409.4K)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares9,097 from 8,892
Change+205 (+2%)
Value$1.0M (+$56.9K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
DECREASED
Shares9,082 from 444,232
Change-435,150 (-98%)
Value$1.0M (-$46.6M)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares8,909 from 9,186
Change-277 (-3%)
Value$989.2K (+$5.1K)
Filed 2026-10-23
Magnolia Capital Management LTD
UNCHANGED
Shares8,891 from 8,891
Change0 (0%)
Value$987 (+$35)
Filed 2026-10-09
Ridgepath Capital Management LLC
UNCHANGED
Shares8,835 from 8,835
Change0 (0%)
Value$980.4K (+$33.9K)
Filed 2026-10-29
Pines Wealth Management, LLC
INCREASED
Shares8,810 from 8,202
Change+608 (+7%)
Value$977.7K (+$99.0K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares8,807 from 8,674
Change+133 (+2%)
Value$987.0K (+$18.6K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares8,757 from 8,326
Change+431 (+5%)
Value$971.7K (+$79.8K)
Filed 2026-11-05
Univest Financial Corp
DECREASED
Shares8,744 from 10,272
Change-1,528 (-15%)
Value$970.4K (-$130.1K)
Filed 2026-11-05
Ironwood Investment Counsel, LLC
INCREASED
Shares8,698 from 8,621
Change+77 (+1%)
Value$965.2K (+$41.6K)
Filed 2026-11-10
Onyx Bridge Wealth Group LLC
DECREASED
Shares8,638 from 11,760
Change-3,122 (-27%)
Value$958.5K (-$301.3K)
Filed 2026-10-16
Loudon Investment Management, LLC
UNCHANGED
Shares8,625 from 8,625
Change0 (0%)
Value$957.1K (+$33.1K)
Filed 2026-11-06
Jm2 Capital Inc.
INCREASED
Shares8,616 from 8,480
Change+136 (+2%)
Value$956.1K (+$47.7K)
Filed 2026-10-14
SP Asset Management LLC
INCREASED
Shares8,430 from 8,404
Change+26 (+0%)
Value$935.5K (+$35.1K)
Filed 2026-11-05
Lotus Asset Management LLC
UNCHANGED
Shares8,429 from 8,429
Change0 (0%)
Value$935.3K (+$32.4K)
Filed 2026-10-14
MKT Advisors LLC
INCREASED
Shares8,340 from 8,158
Change+182 (+2%)
Value$934.7K (+$29.0K)
Filed 2026-10-20
Rockingstone Advisors LLC
UNCHANGED
Shares8,318 from 8,318
Change0 (0%)
Value$923.0K (+$31.9K)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares8,187 from 8,351
Change-164 (-2%)
Value$908.5K (+$13.8K)
Filed 2026-11-06
Richardson Financial Services Inc.
DECREASED
Shares8,187 from 8,264
Change-77 (-1%)
Value$908.5K (+$23.2K)
Filed 2026-10-30
OAK Family Advisors, LLC
DECREASED
Shares8,122 from 8,572
Change-450 (-5%)
Value$901.3K (-$17.0K)
Filed 2026-10-19
Moors & Cabot, Inc.
DECREASED
Shares8,106 from 9,802
Change-1,696 (-17%)
Value$899.5K (-$150.6K)
Filed 2026-11-06
Fulton Bank, N.A.
INCREASED
Shares8,013 from 7,866
Change+147 (+2%)
Value$889.2K (+$46.5K)
Filed 2026-10-14
Moulton Wealth Management, Inc
DECREASED
Shares7,952 from 8,030
Change-78 (-1%)
Value$874.3K (-$9.3K)
Filed 2026-10-13
Channel Wealth LLC
NEW
Shares7,933
Change+7,933
Value$880.3K
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares7,927 from 8,587
Change-660 (-8%)
Value$879.7K (-$40.3K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED
Shares7,902 from 7,242
Change+660 (+9%)
Value$876.9K (+$101.1K)
Filed 2026-10-30
Hopwood Financial Services, Inc.
UNCHANGED
Shares7,898 from 7,898
Change0 (0%)
Value$876.4K (+$30.3K)
Filed 2026-10-29
Glenview Trust Co
DECREASED
Shares7,875 from 8,584
Change-709 (-8%)
Value$873.9K (-$45.7K)
Filed 2026-10-28
MMA Asset Management LLC
DECREASED
Shares7,664 from 8,895
Change-1,231 (-14%)
Value$850.5K (-$102.4K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares7,657 from 7,694
Change-37 (0%)
Value$849.7K (+$25.4K)
Filed 2026-11-05
Capstone Wealth Management Group, Inc.
DECREASED
Shares7,646 from 7,871
Change-225 (-3%)
Value$848.5K (+$5.3K)
Filed 2026-10-19
NBT Bank, N.A.
UNCHANGED
Shares7,639 from 7,639
Change0 (0%)
Value$847.7K (+$29.3K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares7,615 from 3,017
Change+4,598 (+152%)
Value$845.1K (+$521.9K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares7,612 from 7,504
Change+108 (+1%)
Value$844.7K (+$40.8K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares7,567 from 7,022
Change+545 (+8%)
Value$839.7K (+$87.4K)
Filed 2026-10-27
Childress Capital Advisors, LLC
UNCHANGED
Shares7,558 from 7,558
Change0 (0%)
Value$838.7K (+$29.0K)
Filed 2026-10-28
Rockland Trust Co
INCREASED
Shares7,465 from 7,395
Change+70 (+1%)
Value$828.4K (+$36.2K)
Filed 2026-10-05
Verus Capital Partners, LLC
INCREASED
Shares7,399 from 6,777
Change+622 (+9%)
Value$821.1K (+$95.0K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares7,308 from 7,570
Change-262 (-3%)
Value$811.0K (-$5)
Filed 2026-10-20
Wealthfront Advisers LLC
INCREASED
Shares7,277 from 6,858
Change+419 (+6%)
Value$807.5K (+$72.8K)
Filed 2026-11-09
Summit Securities Group LLC
DECREASED
Shares7,255 from 17,625
Change-10,370 (-59%)
Value$805.1K (-$1.1M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares7,215 from 6,688
Change+527 (+8%)
Value$800.7K (+$84.1K)
Filed 2026-11-05
First Business Financial Services, Inc.
DECREASED
Shares7,057 from 7,317
Change-260 (-4%)
Value$783.1K (-$755)
Filed 2026-10-29
Guardian Asset Advisors, LLC
DECREASED
Shares7,030 from 9,227
Change-2,197 (-24%)
Value$780.6K (-$208.0K)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$776.8K (+$26.9K)
Filed 2026-10-05
Busey Bank
DECREASED
Shares6,982 from 7,283
Change-301 (-4%)
Value$774.8K (-$5.4K)
Filed 2026-10-26
Scotia Capital Inc.
DECREASED
Shares6,975 from 7,224
Change-249 (-3%)
Value$774.0K (+$103)
Filed 2026-11-10
Lunt Capital Management, Inc.
NEW
Shares6,940
Change+6,940
Value$770.1K
Filed 2026-10-30
SVB Wealth LLC
DECREASED
Shares6,923 from 9,653
Change-2,730 (-28%)
Value$768.2K (-$265.9K)
Filed 2026-11-06
DDD Partners, LLC
DECREASED
Shares6,884 from 7,459
Change-575 (-8%)
Value$763.9K (-$35.1K)
Filed 2026-11-02
Argent Trust Co
DECREASED
Shares6,806 from 7,265
Change-459 (-6%)
Value$755.3K (-$23.0K)
Filed 2026-11-09
Correct Capital Wealth Management
UNCHANGED
Shares6,801 from 6,801
Change0 (0%)
Value$754.7K (+$26.1K)
Filed 2026-11-02
Florida Financial Advisors, LLC
DECREASED
Shares6,787 from 9,917
Change-3,130 (-32%)
Value$753.2K (-$309.3K)
Filed 2026-11-09
Banco Santander, S.A.
DECREASED
Shares6,774 from 12,278
Change-5,504 (-45%)
Value$751.7K (-$563.6K)
Filed 2026-11-10
Howard Capital Management Group, LLC
UNCHANGED
Shares6,767 from 6,767
Change0 (0%)
Value$750.9K (+$26.0K)
Filed 2026-10-16
jvl associates llc
UNCHANGED
Shares6,625 from 6,625
Change0 (0%)
Value$735.2K (+$25.4K)
Filed 2026-10-09
Gateway Investment Advisers LLC
NEW
Shares6,613
Change+6,613
Value$733.8K
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
DECREASED
Shares6,546 from 6,618
Change-72 (-1%)
Value$726.5K (+$17.4K)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares6,482 from 5,165
Change+1,317 (+26%)
Value$719.3K (+$166.0K)
Filed 2026-10-30
Van Cleef Asset Management,Inc
DECREASED
Shares6,473 from 7,749
Change-1,276 (-16%)
Value$718.4K (-$111.8K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares6,339 from 6,046
Change+293 (+5%)
Value$703.5K (+$55.7K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares6,270 from 6,570
Change-300 (-5%)
Value$695.8K (-$8.1K)
Filed 2026-10-23
Kaizen Financial Strategies
INCREASED
Shares6,242 from 6,240
Change+2 (+0%)
Value$692.6K (+$7.8K)
Filed 2026-10-09
Fourpath Capital Management, LLC
DECREASED
Shares6,187 from 6,746
Change-559 (-8%)
Value$686.5K (-$36.2K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares6,139 from 6,340
Change-201 (-3%)
Value$681.3K (+$2.0K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares6,124 from 6,323
Change-199 (-3%)
Value$679.6K (+$2.2K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares6,088 from 6,039
Change+49 (+1%)
Value$675.5K (+$28.6K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares6,086 from 6,110
Change-24 (0%)
Value$675.5K (+$20.9K)
Filed 2026-11-02
Adirondack Trust Co
DECREASED
Shares5,986 from 6,422
Change-436 (-7%)
Value$664.2K (-$23.7K)
Filed 2026-10-14
Burford Brothers, Inc.
DECREASED
Shares5,978 from 6,409
Change-431 (-7%)
Value$663.3K (-$23.3K)
Filed 2026-10-21
Asset One Wealth Management LLC
DECREASED
Shares5,932 from 6,825
Change-893 (-13%)
Value$658.3K (-$115.5K)
Filed 2026-11-02
Mystic Asset Management, Inc.
INCREASED
Shares5,925 from 5,880
Change+45 (+1%)
Value$657.5K (+$27.6K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares5,868 from 2,432
Change+3,436 (+141%)
Value$651.2K (+$390.6K)
Filed 2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares5,819 from 3,601
Change+2,218 (+62%)
Value$645.7K (+$260.0K)
Filed 2026-10-20
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares5,811 from 6,228
Change-417 (-7%)
Value$644.8K (-$22.4K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares5,791 from 5,784
Change+7 (+0%)
Value$642.7K (+$23.0K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares5,744 from 5,607
Change+137 (+2%)
Value$637.4K (+$36.7K)
Filed 2026-10-22
Penobscot Wealth Management
DECREASED
Shares5,727 from 5,783
Change-56 (-1%)
Value$635.6K (+$16.0K)
Filed 2026-10-21
Regions Financial Corp
INCREASED
Shares5,639 from 4,595
Change+1,044 (+23%)
Value$625.8K (+$133.5K)
Filed 2026-11-05
Washington Growth Strategies LLC
UNCHANGED
Shares5,569 from 5,569
Change0 (0%)
Value$618.0K (+$21.4K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares5,538
Change+5,538
Value$614.6K
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares5,480 from 5,680
Change-200 (-4%)
Value$608.1K (-$382)
Filed 2026-10-22
Edgestream Partners, L.P.
NEW
Shares5,471
Change+5,471
Value$607.1K
Filed 2026-11-10
Legacy Private Trust Co.
DECREASED
Shares5,465 from 7,969
Change-2,504 (-31%)
Value$606.5K (-$247.3K)
Filed 2026-10-06
Sather Financial Group Inc
INCREASED
Shares5,454 from 5,438
Change+16 (+0%)
Value$605.2K (+$22.7K)
Filed 2026-10-30
First Citizens Bank & Trust Co
DECREASED
Shares5,453 from 5,559
Change-106 (-2%)
Value$605.1K (+$9.6K)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares5,417 from 5,227
Change+190 (+4%)
Value$601.1K (+$41.2K)
Filed 2026-10-21
RCW Management, LLC
UNCHANGED
Shares5,367 from 5,367
Change0 (0%)
Value$595.6K (+$20.6K)
Filed 2026-10-30
Barnes Wealth Management Group, Inc
DECREASED
Shares5,364 from 6,532
Change-1,168 (-18%)
Value$595.2K (-$104.5K)
Filed 2026-11-09
Legacy Edge Advisors, LLC
INCREASED
Shares5,344 from 3,844
Change+1,500 (+39%)
Value$593.0K (+$181.2K)
Filed 2026-11-06
Leavell Investment Management, Inc.
DECREASED
Shares5,341 from 6,605
Change-1,264 (-19%)
Value$592.7K (-$114.9K)
Filed 2026-11-09
Gryphon Financial Partners LLC
DECREASED
Shares5,299 from 5,416
Change-117 (-2%)
Value$588.0K (+$7.8K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares5,298 from 7,724
Change-2,426 (-31%)
Value$587.9K (-$239.6K)
Filed 2026-11-04
Nixon Peabody Trust Co
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$577.0K (+$20.0K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares5,198 from 5,283
Change-85 (-2%)
Value$576.8K (+$10.9K)
Filed 2026-10-30
Legacy Capital Group California, Inc.
DECREASED
Shares5,174 from 5,421
Change-247 (-5%)
Value$574.1K (-$6.6K)
Filed 2026-11-09
Apollon Wealth Management, LLC
DECREASED
Shares5,157 from 7,003
Change-1,846 (-26%)
Value$572.2K (-$178.0K)
Filed 2026-10-23
Chicago Trust Co NA
DECREASED
Shares5,082 from 5,182
Change-100 (-2%)
Value$563.9K (+$8.8K)
Filed 2026-10-28
Ifrah Financial Services, Inc.
DECREASED
Shares5,016 from 7,258
Change-2,242 (-31%)
Value$556.7K (-$220.9K)
Filed 2026-10-13
Wealthgarden F.S. LLC
DECREASED
Shares4,960 from 5,030
Change-70 (-1%)
Value$550.4K (+$11.6K)
Filed 2026-11-09
Hardy Reed LLC
UNCHANGED
Shares4,934 from 4,934
Change0 (0%)
Value$547.5K (+$18.9K)
Filed 2026-11-06
Elevatus Welath Management
INCREASED
Shares4,869 from 4,855
Change+14 (+0%)
Value$540.3K (+$20.2K)
Filed 2026-10-19
Destiny Wealth Partners, LLC
INCREASED
Shares4,833 from 4,815
Change+18 (+0%)
Value$484.6K (-$36.6K)
Filed 2026-11-05
Wesbanco Bank Inc
INCREASED
Shares4,793 from 4,752
Change+41 (+1%)
Value$531.9K (+$22.8K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares4,733 from 4,733
Change0 (0%)
Value$525.2K (+$18.2K)
Filed 2026-10-22
Agate Pass Investment Management, LLC
DECREASED
Shares4,690 from 5,688
Change-998 (-18%)
Value$520.4K (-$88.9K)
Filed 2026-10-20
First Horizon Corp
UNCHANGED
Shares4,638 from 4,638
Change0 (0%)
Value$514.7K (+$17.8K)
Filed 2026-10-26
Essex Bank
UNCHANGED
Shares4,634 from 4,634
Change0 (0%)
Value$514.2K (+$17.8K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares4,623 from 4,716
Change-93 (-2%)
Value$513.0K (+$7.8K)
Filed 2026-10-15
Access Financial Services, Inc.
DECREASED
Shares4,568 from 5,277
Change-709 (-13%)
Value$506.9K (-$58.4K)
Filed 2026-11-09
Arrow Financial Corp
UNCHANGED
Shares4,535 from 4,535
Change0 (0%)
Value$503.2K (+$17.4K)
Filed 2026-10-26
Trust Point Inc.
UNCHANGED
Shares4,524 from 4,524
Change0 (0%)
Value$502.0K (+$17.4K)
Filed 2026-10-27
Monetary Solutions, Ltd
DECREASED
Shares4,506 from 4,931
Change-425 (-9%)
Value$500.0K (-$28.2K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares4,482 from 4,454
Change+28 (+1%)
Value$497.4K (+$20.2K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares4,436 from 4,945
Change-509 (-10%)
Value$492.3K (-$37.5K)
Filed 2026-11-04
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares4,428 from 4,428
Change0 (0%)
Value$491.4K (+$17.0K)
Filed 2026-10-22
Plancorp, LLC
NEW
Shares4,397
Change+4,397
Value$439.2K
Filed 2026-11-03
One Day In July LLC
DECREASED
Shares4,372 from 4,451
Change-79 (-2%)
Value$485.2K (+$8.3K)
Filed 2026-10-30
Kanawha Capital Management LLC
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$484.9K (+$16.8K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares4,346 from 4,211
Change+135 (+3%)
Value$482.3K (+$31.2K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
DECREASED
Shares4,343 from 4,540
Change-197 (-4%)
Value$479.3K (-$7.0K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares4,332 from 7,615
Change-3,283 (-43%)
Value$480.8K (-$335.0K)
Filed 2026-10-28
First United Bank & Trust
DECREASED
Shares4,306 from 4,444
Change-138 (-3%)
Value$477.8K (+$1.8K)
Filed 2026-10-22
Value Investment Professionals, LLC
UNCHANGED
Shares4,284 from 4,284
Change0 (0%)
Value$475.4K (+$16.5K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares4,250 from 3,968
Change+282 (+7%)
Value$471.6K (+$46.6K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,202 from 4,218
Change-16 (0%)
Value$466.3K (+$14.4K)
Filed 2026-10-23
PW Nova Financial Services LLC
DECREASED
Shares4,201 from 4,709
Change-508 (-11%)
Value$466.2K (-$38.3K)
Filed 2026-10-15
Swmg, LLC
INCREASED
Shares4,149 from 4,105
Change+44 (+1%)
Value$445.7K (-$11.8K)
Filed 2026-10-23
Retirement Planning Group, LLC
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$459.2K (+$15.9K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,101 from 4,282
Change-181 (-4%)
Value$455.1K (-$3.6K)
Filed 2026-10-05
Concord Wealth Partners
INCREASED
Shares4,045 from 2,438
Change+1,607 (+66%)
Value$448.9K (+$187.7K)
Filed 2026-11-02
Freestone Capital Holdings, LLC
NEW
Shares4,017
Change+4,017
Value$445.8K
Filed 2026-11-09
Astra Wealth Partners LLC
DECREASED
Shares4,005 from 5,532
Change-1,527 (-28%)
Value$444.4K (-$148.2K)
Filed 2026-11-06
First Financial Bankshares Inc
NEW
Shares4,000
Change+4,000
Value$443.9K
Filed 2026-11-10
Balefire, LLC
INCREASED
Shares3,916 from 3,745
Change+171 (+5%)
Value$434.6K (+$33.4K)
Filed 2026-10-09
Investment Management Trust, LLC
INCREASED
Shares3,895 from 2,883
Change+1,012 (+35%)
Value$432.3K (+$123.4K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares3,865 from 2,623
Change+1,242 (+47%)
Value$407.8K (+$131.4K)
Filed 2026-10-27
Elevation Wealth Management LLC
INCREASED
Shares3,853 from 3,690
Change+163 (+4%)
Value$427.6K (+$32.3K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares3,850 from 3,701
Change+149 (+4%)
Value$427.2K (+$30.7K)
Filed 2026-11-06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
DECREASED
Shares3,845 from 66,320
Change-62,475 (-94%)
Value$426.7K (-$6.7M)
Filed 2026-11-09
Indiana Trust & Investment Management Co
NEW
Shares3,840
Change+3,840
Value$426.1K
Filed 2026-10-22
Councilmark Asset Management, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$421.7K (+$14.6K)
Filed 2026-10-20
Curat Global, LLC
INCREASED
Shares3,792 from 3,492
Change+300 (+9%)
Value$420.8K (+$14.1K)
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares3,786 from 3,786
Change0 (0%)
Value$420.1K (+$14.5K)
Filed 2026-10-28
Concord Asset Management, LLC
INCREASED
Shares3,780 from 2,173
Change+1,607 (+74%)
Value$419.5K (+$186.7K)
Filed 2026-11-02
Arwa LLC
DECREASED
Shares3,755 from 6,186
Change-2,431 (-39%)
Value$421.6K (-$275.3K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares3,726 from 3,444
Change+282 (+8%)
Value$413.5K (+$44.6K)
Filed 2026-10-15
Total Wealth Planning & Management, Inc.
NEW
Shares3,720
Change+3,720
Value$412.8K
Filed 2026-10-23
Greystone Financial Group, LLC
INCREASED
Shares3,715 from 3,653
Change+62 (+2%)
Value$412.2K (+$20.9K)
Filed 2026-10-26
Penobscot Investment Management Company, Inc.
DECREASED
Shares3,670 from 3,756
Change-86 (-2%)
Value$407.3K (+$4.9K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
DECREASED
Shares3,640 from 3,651
Change-11 (0%)
Value$403.9K (+$12.7K)
Filed 2026-10-22
Diversify Wealth Management, LLC
DECREASED
Shares3,629 from 4,080
Change-451 (-11%)
Value$408.1K (-$31.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares3,629 from 4,080
Change-451 (-11%)
Value$408.1K (-$31.2K)
Filed 2026-10-20
Vertrix Wealth Management, LLC
INCREASED
Shares3,603 from 2,326
Change+1,277 (+55%)
Value$399.8K (+$150.6K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares3,489 from 1,872
Change+1,617 (+86%)
Value$387.2K (+$186.7K)
Filed 2026-10-26
Facet Wealth, Inc.
INCREASED
Shares3,459 from 3,257
Change+202 (+6%)
Value$383.8K (+$34.9K)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares3,452 from 1,976
Change+1,476 (+75%)
Value$383.1K (+$171.4K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
DECREASED
Shares3,418 from 48,791
Change-45,373 (-93%)
Value$379.3K (-$4.8M)
Filed 2026-11-06
Coyle Financial Counsel LLC
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$378.7K (+$13.1K)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
UNCHANGED
Shares3,397 from 3,397
Change0 (0%)
Value$377.0K (+$13.0K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares3,393 from 6,307
Change-2,914 (-46%)
Value$376.5K (-$299.1K)
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares3,389 from 3,856
Change-467 (-12%)
Value$376.1K (-$37.1K)
Filed 2026-10-28
Arlington Financial Advisors, LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$368.2K (+$12.7K)
Filed 2026-10-19
Park Place Capital Corp
UNCHANGED
Shares3,307 from 3,307
Change0 (0%)
Value$367.0K (+$12.7K)
Filed 2026-11-09
Nautilus Advisors LLC
INCREASED
Shares3,272 from 2,704
Change+568 (+21%)
Value$363.1K (+$61.3K)
Filed 2026-10-07
Waystone Advisors LLC
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$348.9K ($0)
Filed 2026-10-16
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares3,254 from 3,254
Change0 (0%)
Value$361.1K (+$12.5K)
Filed 2026-11-09
SkyOak Wealth, LLC
UNCHANGED
Shares3,223 from 3,223
Change0 (0%)
Value$357.7K (+$12.4K)
Filed 2026-10-28
VCI Wealth Management LLC
NEW
Shares3,217
Change+3,217
Value$357.0K
Filed 2026-10-29
Eastern Bank
DECREASED
Shares3,215 from 3,400
Change-185 (-5%)
Value$356.8K (-$7.5K)
Filed 2026-10-05
Midwest Financial Group LLC
DECREASED
Shares3,188 from 3,224
Change-36 (-1%)
Value$353.8K (+$8.4K)
Filed 2026-10-15
BLB&B Advisors, LLC
DECREASED
Shares3,149 from 3,452
Change-303 (-9%)
Value$349.4K (-$20.4K)
Filed 2026-10-27
Pettinga Financial Advisors LLC
DECREASED
Shares3,135 from 3,910
Change-775 (-20%)
Value$347.9K (-$71.0K)
Filed 2026-10-13
BAM Wealth Management, LLC
NEW
Shares3,118
Change+3,118
Value$346.0K
Filed 2026-10-15
Goodman Advisory Group, LLC
DECREASED
Shares3,117 from 5,241
Change-2,124 (-41%)
Value$345.9K (-$215.6K)
Filed 2026-11-02
Unique Wealth, LLC
INCREASED
Shares3,087 from 2,854
Change+233 (+8%)
Value$342.6K (+$36.8K)
Filed 2026-10-16
University of Texas S AM Investment Management Co
INCREASED
Shares3,083 from 2,065
Change+1,018 (+49%)
Value$342.1K (+$120.9K)
Filed 2026-11-03
Thompson Davis & Co., Inc.
DECREASED
Shares3,066 from 3,162
Change-96 (-3%)
Value$340.2K (+$1.5K)
Filed 2026-11-05
Xcel Wealth Management, LLC
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$339.5K (+$11.7K)
Filed 2026-10-26
Stenger Family Office, LLC
DECREASED
Shares3,009 from 3,013
Change-4 (0%)
Value$337.9K (+$15.1K)
Filed 2026-10-22
Ballast Rock Private Wealth LLC
INCREASED
Shares2,982 from 2,979
Change+3 (+0%)
Value$330.9K (+$11.8K)
Filed 2026-10-26
KDK Private Wealth Management, LLC
UNCHANGED
Shares2,967 from 2,967
Change0 (0%)
Value$329.2K (+$11.4K)
Filed 2026-11-03
Walsh & Associates, LLC
DECREASED
Shares2,921 from 3,332
Change-411 (-12%)
Value$324.2K (-$32.8K)
Filed 2026-11-09
True Link Financial Advisors, LLC
DECREASED
Shares2,907 from 2,924
Change-17 (-1%)
Value$322.6K (+$9.3K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares2,881 from 2,529
Change+352 (+14%)
Value$308.6K (+$37.7K)
Filed 2026-11-06
May Hill Capital, LLC
INCREASED
Shares2,864 from 2,695
Change+169 (+6%)
Value$317.8K (+$29.1K)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$317.2K (+$11.0K)
Filed 2026-10-27
SC&H Financial Advisors, Inc.
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$316.9K (+$11.0K)
Filed 2026-10-14
Successful Portfolios LLC
INCREASED
Shares2,781 from 2,671
Change+110 (+4%)
Value$310.3K (+$12.2K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares2,740 from 1,936
Change+804 (+42%)
Value$304.1K (+$96.7K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares2,727 from 3,053
Change-326 (-11%)
Value$302.6K (-$24.5K)
Filed 2026-10-16
AmeriServ Wealth Advisors
DECREASED
Shares2,725 from 3,790
Change-1,065 (-28%)
Value$302.4K (-$103.6K)
Filed 2026-10-21
Sterling Investment Management, LLC
INCREASED
Shares2,715 from 2,687
Change+28 (+1%)
Value$301.3K (+$13.4K)
Filed 2026-10-16
LVW Advisors, LLC
UNCHANGED
Shares2,713 from 2,713
Change0 (0%)
Value$301.1K (+$10.4K)
Filed 2026-10-19
CrossGen Wealth, LLC
INCREASED
Shares2,706 from 2,704
Change+2 (+0%)
Value$300.3K (+$10.6K)
Filed 2026-10-30
Brady Family Wealth, LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$298.2K (+$10.3K)
Filed 2026-11-02
Mitchell Sinkler & Starr
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$296.3K (+$10.3K)
Filed 2026-10-13
FCG Investment Co
INCREASED
Shares2,659 from 2,565
Change+94 (+4%)
Value$295.1K (+$20.3K)
Filed 2026-10-13
Ring Mountain Capital, LLC
DECREASED
Shares2,648 from 2,699
Change-51 (-2%)
Value$293.8K (+$4.7K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,643 from 3,186
Change-543 (-17%)
Value$293.3K (-$48.0K)
Filed 2026-10-19
Sageworth Trust Co
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$292.3K (+$10.1K)
Filed 2026-10-30
Accel Wealth Management
DECREASED
Shares2,625 from 2,730
Change-105 (-4%)
Value$291.3K (-$1.2K)
Filed 2026-10-13
Nadler Financial Group, Inc.
DECREASED
Shares2,590 from 2,795
Change-205 (-7%)
Value$287.4K (-$12.0K)
Filed 2026-10-23
Mirador Capital Partners LP
DECREASED
Shares2,561 from 6,400
Change-3,839 (-60%)
Value$284.2K (-$401.5K)
Filed 2026-10-09
Harbor Asset Planning, Inc.
INCREASED
Shares2,556 from 2,550
Change+6 (+0%)
Value$283.7K (+$10.7K)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares2,540 from 2,589
Change-49 (-2%)
Value$281.8K (+$4.5K)
Filed 2026-10-22
Camelot Technology Advisors, Inc.
INCREASED
Shares2,539 from 2,513
Change+26 (+1%)
Value$281.7K (+$12.5K)
Filed 2026-10-09
PCG Asset Management, LLC
DECREASED
Shares2,500 from 18,412
Change-15,912 (-86%)
Value$277.4K (-$1.7M)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares2,498 from 2,378
Change+120 (+5%)
Value$277.2K (+$22.4K)
Filed 2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$276.8K (+$9.6K)
Filed 2026-11-10
Fund Evaluation Group, LLC
NEW
Shares2,491
Change+2,491
Value$276.4K
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares2,467 from 2,464
Change+3 (+0%)
Value$273.7K (+$9.7K)
Filed 2026-10-08
Byrne Asset Management LLC
DECREASED
Shares2,464 from 2,474
Change-10 (0%)
Value$270.9K (+$5.9K)
Filed 2026-10-06
Ironwood Financial, llc
DECREASED
Shares2,462 from 2,514
Change-52 (-2%)
Value$273.2K (-$7.3K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares2,450
Change+2,450
Value$271.9K
Filed 2026-10-27
Waldron Private Wealth LLC
DECREASED
Shares2,430 from 4,977
Change-2,547 (-51%)
Value$269.5K (-$263.5K)
Filed 2026-11-02
Aries Wealth Management
UNCHANGED
Shares2,429 from 2,429
Change0 (0%)
Value$269.5K (+$9.3K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares2,395 from 2,422
Change-27 (-1%)
Value$265.8K (+$6.2K)
Filed 2026-10-27
Tranquility Partners, LLC
DECREASED
Shares2,393 from 2,429
Change-36 (-1%)
Value$265.6K (+$5.3K)
Filed 2026-10-20
BCS Wealth Management
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$261.7K (+$9.1K)
Filed 2026-11-03
Purewater Capital LLC
DECREASED
Shares2,332 from 2,420
Change-88 (-4%)
Value$258.7K (-$549)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares2,324 from 2,198
Change+126 (+6%)
Value$257.9K (+$22.4K)
Filed 2026-10-08
Montecito Bank & Trust
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$257.2K (+$8.9K)
Filed 2026-10-01
Whitener Capital Management, Inc.
NEW
Shares2,296
Change+2,296
Value$254.8K
Filed 2026-10-15
Fjell Capital, LLC
INCREASED
Shares2,292 from 2,225
Change+67 (+3%)
Value$254.3K (+$16.0K)
Filed 2026-10-13
Straight Path Wealth Management
INCREASED
Shares2,279 from 2,125
Change+154 (+7%)
Value$252.9K (+$25.2K)
Filed 2026-10-23
Altura Wealth Advisors Inc.
NEW
Shares2,273
Change+2,273
Value$252.2K
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares2,253 from 63,738
Change-61,485 (-96%)
Value$250.1K (-$6.6M)
Filed 2026-10-21
Bernicke Wealth Management, Ltd.
NEW
Shares2,237
Change+2,237
Value$248.3K
Filed 2026-11-06
Narus Financial Partners, LLC
DECREASED
Shares2,224 from 2,260
Change-36 (-2%)
Value$246.8K (+$4.6K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$245.2K (+$8.5K)
Filed 2026-10-15
Creative Capital Management Investments LLC
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$243.9K (+$8.4K)
Filed 2026-10-28
Bridges Investment Management Inc
NEW
Shares2,184
Change+2,184
Value$242.4K
Filed 2026-11-10
Wedbush Securities Inc
DECREASED
Shares2,157 from 5,313
Change-3,156 (-59%)
Value$239 (-$568.8K)
Filed 2026-10-22
Lpwm LLC
INCREASED
Shares2,153 from 2,092
Change+61 (+3%)
Value$238.9K (+$14.8K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares2,145 from 2,069
Change+76 (+4%)
Value$214.3K (-$7.4K)
Filed 2026-11-06
Manske Wealth Management
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$235.3K (+$8.1K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$233.0K (+$8.1K)
Filed 2026-10-14
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,096 from 2,051
Change+45 (+2%)
Value$232.6K (+$12.9K)
Filed 2026-10-13
Vestor Capital, LLC
DECREASED
Shares2,090 from 6,174
Change-4,084 (-66%)
Value$409 (-$954)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,070 from 4,623
Change-2,553 (-55%)
Value$229.7K (-$265.5K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares2,067 from 1,978
Change+89 (+5%)
Value$229.4K (+$9.2K)
Filed 2026-10-26
Petros Family Wealth, LLC
DECREASED
Shares2,059 from 2,065
Change-6 (0%)
Value$228.5K (+$7.3K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$228.2K (+$7.9K)
Filed 2026-10-19
CRA Financial Services, LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$227.8K (+$7.9K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares2,052 from 2,009
Change+43 (+2%)
Value$227.7K (+$5.0K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
INCREASED
Shares2,008 from 2,001
Change+7 (+0%)
Value$222.8K (+$8.4K)
Filed 2026-11-03
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$221.7K (+$7.7K)
Filed 2026-10-09
Blackston Financial Advisory Group, LLC
NEW
Shares1,983
Change+1,983
Value$220.1K
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares1,967 from 2,916
Change-949 (-33%)
Value$218.3K (-$94.1K)
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$214.9K (+$7.4K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$214.2K (+$7.4K)
Filed 2026-10-05
Kennicott Capital Management LLC
DECREASED
Shares1,915 from 1,968
Change-53 (-3%)
Value$212.5K (+$1.7K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$211.3K (+$6.2K)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
DECREASED
Shares1,910 from 2,095
Change-185 (-9%)
Value$212.0K (-$12.5K)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$211.8K (+$7.3K)
Filed 2026-11-02
Central Valley Advisors, LLC
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$209.3K (+$7.2K)
Filed 2026-10-27
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$209.2K (+$7.3K)
Filed 2026-10-09
Ehrlich Financial Group
DECREASED
Shares1,881 from 1,887
Change-6 (0%)
Value$208.7K (+$6.6K)
Filed 2026-10-20
Goelzer Investment Management, Inc.
DECREASED
Shares1,873 from 2,692
Change-819 (-30%)
Value$207.8K (-$80.5K)
Filed 2026-10-16
Clark Asset Management, LLC
DECREASED
Shares1,861 from 2,041
Change-180 (-9%)
Value$206.5K (-$12.1K)
Filed 2026-10-19
Optivise Advisory Services LLC
DECREASED
Shares1,843 from 1,902
Change-59 (-3%)
Value$204.5K (+$791)
Filed 2026-10-19
Armstrong Advisory Group, Inc
INCREASED
Shares1,841 from 1,604
Change+237 (+15%)
Value$204.3K (+$32.5K)
Filed 2026-10-09
Intelligence Driven Advisers, LLC
DECREASED
Shares1,835 from 1,947
Change-112 (-6%)
Value$203.6K (-$5.0K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares1,835 from 1,832
Change+3 (+0%)
Value$203.6K (+$7.4K)
Filed 2026-11-03
Cape ANN Savings Bank
NEW
Shares1,831
Change+1,831
Value$203.2K
Filed 2026-11-09
Iams Wealth Management, LLC
DECREASED
Shares1,821 from 7,031
Change-5,210 (-74%)
Value$202.1K (-$551.4K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
NEW
Shares1,817
Change+1,817
Value$201.6K
Filed 2026-10-23
Artesa Financial Group, LLC
NEW
Shares1,816
Change+1,816
Value$201.5K
Filed 2026-10-29
InTrack Investment Management Inc
NEW
Shares1,809
Change+1,809
Value$200.8K
Filed 2026-10-15
Certuity, LLC
INCREASED
Shares1,733 from 1,501
Change+232 (+15%)
Value$192.3K (+$31.5K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares1,696 from 1,561
Change+135 (+9%)
Value$188.2K (+$21.0K)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares1,634 from 2,258
Change-624 (-28%)
Value$181.3K (-$60.6K)
Filed 2026-11-06
Townsend Asset Management Corp
INCREASED
Shares1,584 from 403
Change+1,181 (+293%)
Value$175.8K (+$132.5K)
Filed 2026-10-29
Sherman Asset Management, Inc.
DECREASED
Shares1,547 from 3,811
Change-2,264 (-59%)
Value$171.7K (-$236.6K)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares1,542 from 1,850
Change-308 (-17%)
Value$173.4K (-$24.8K)
Filed 2026-10-16
UMB Bank, n.a.
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$160.8K (+$5.6K)
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$155.4K (+$5.4K)
Filed 2026-11-03
MV Capital Management, Inc.
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$153.8K (+$5.3K)
Filed 2026-10-29
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares1,382
Change+1,382
Value$153.4K
Filed 2026-10-28
Bayban
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$145.2K ($0)
Filed 2026-11-05
Financial Management Professionals, Inc.
NEW
Shares1,283
Change+1,283
Value$142.4K
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$140.6K (+$4.9K)
Filed 2026-10-06
Sava Infond d.o.o.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$138.7K (+$4.8K)
Filed 2026-10-28
City Holding Co
INCREASED
Shares1,200 from 1,065
Change+135 (+13%)
Value$133.2K (+$19.1K)
Filed 2026-10-19
Global Trust Asset Management, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$130.9K (+$4.5K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares1,148 from 1,007
Change+141 (+14%)
Value$127.3K (+$19.5K)
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$120.4K (+$4.2K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares1,084 from 271
Change+813 (+300%)
Value$120.3K (+$91.3K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,077
Change+1,077
Value$119.5K
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,071 from 945
Change+126 (+13%)
Value$118.8K (+$17.6K)
Filed 2026-10-30
Hantz Financial Services, Inc.
DECREASED
Shares1,031 from 1,073
Change-42 (-4%)
Value$114 (-$114.9K)
Filed 2026-11-09
Rice Partnership, LLC
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$113.3K (+$3.9K)
Filed 2026-11-09
Independence Bank of Kentucky
DECREASED
Shares978 from 989
Change-11 (-1%)
Value$108.5K (+$2.6K)
Filed 2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$107.9K (+$3.7K)
Filed 2026-11-09
Winch Advisory Services, LLC
INCREASED
Shares968 from 965
Change+3 (+0%)
Value$107.4K (+$4.0K)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$106.6K (+$3.7K)
Filed 2026-10-23
Investors Research Corp
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$105.5K (+$3.7K)
Filed 2026-10-07
StrongBox Wealth, LLC
INCREASED
Shares944 from 942
Change+2 (+0%)
Value$104.8K (+$3.8K)
Filed 2026-11-02
Activest Wealth Management
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$101.9K (+$3.6K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares917 from 173
Change+744 (+430%)
Value$101.8K (+$83.2K)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares902 from 1,221
Change-319 (-26%)
Value$100.1K (-$30.7K)
Filed 2026-10-29
Bochk Asset Management Ltd
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$99.9K (+$3.5K)
Filed 2026-10-29
First Community Trust NA
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$99.4K (+$3.4K)
Filed 2026-10-07
Collier Financial
NEW
Shares869
Change+869
Value$96.4K
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares868 from 867
Change+1 (+0%)
Value$96.4K (+$3.4K)
Filed 2026-10-30
Founders Financial Alliance, LLC
DECREASED
Shares856 from 3,610
Change-2,754 (-76%)
Value$95.0K (-$291.7K)
Filed 2026-11-10
Meramec Financial Planners, LLC
INCREASED
Shares808 from 14
Change+794 (+5671%)
Value$84.7K (+$83.2K)
Filed 2026-11-09
Paladin Advisory Group, LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$89.6K (+$3.1K)
Filed 2026-11-09
Parkside Financial Bank & Trust
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$89.0K (+$3.1K)
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$88.9K (+$3.1K)
Filed 2026-11-03
Asset Management One Co., Ltd.
NEW
Shares800
Change+800
Value$88.8K
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED
Shares779 from 729
Change+50 (+7%)
Value$86.4K (+$8.3K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares756 from 744
Change+12 (+2%)
Value$83.9K (+$4.2K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
DECREASED
Shares744 from 5,394
Change-4,650 (-86%)
Value$82.6K (-$495.3K)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares732 from 731
Change+1 (+0%)
Value$81.3K (+$2.9K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares731 from 1,171
Change-440 (-38%)
Value$81.1K (-$44.3K)
Filed 2026-10-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$80.6K (+$2.8K)
Filed 2026-10-13
Valley Wealth Managers, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$80.5K (+$2.8K)
Filed 2026-10-09
3Chopt Investment Partners, LLC
INCREASED
Shares685 from 629
Change+56 (+9%)
Value$76.0K (+$8.6K)
Filed 2026-10-30
Godsey & Gibb, Inc
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$75.8K (+$2.6K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares682 from 680
Change+2 (+0%)
Value$75.8K (+$2.9K)
Filed 2026-10-27
Northstar Asset Management Co
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$70.3K (+$1.7K)
Filed 2026-10-22
Clayton Financial Group LLC
NEW
Shares584
Change+584
Value$64.8K
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$63.5K (+$2.2K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares564 from 489
Change+75 (+15%)
Value$62.6K (+$10.2K)
Filed 2026-10-07
Polaris Financial Partners
NEW
Shares562
Change+562
Value$63
Filed 2026-10-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares553 from 519
Change+34 (+7%)
Value$61.4K (+$5.8K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$61 (-$54.9K)
Filed 2026-11-04
Guardian Partners Inc.
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$60.5K (+$2.1K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$59.1K (+$2.0K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares499 from 133
Change+366 (+275%)
Value$55.4K (+$41.1K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$54.9K (+$1.9K)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$54.7K (+$1.9K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares481
Change+481
Value$53.3K
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares480 from 570
Change-90 (-16%)
Value$53.2K (-$7.8K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$52.9K (+$1.8K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$51.5K (+$1.8K)
Filed 2026-10-22
Mondrian Investment Partners LTD
NEW
Shares460
Change+460
Value$50.6K
Filed 2026-10-23
Align Financial, LLC
DECREASED
Shares452 from 904
Change-452 (-50%)
Value$50.2K (-$46.7K)
Filed 2026-10-16
Transce3nd, LLC
DECREASED
Shares452 from 511
Change-59 (-12%)
Value$49.3K (-$7.8K)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$48.7K (+$1.7K)
Filed 2026-10-23
Community Bank, N.A.
DECREASED
Shares428 from 482
Change-54 (-11%)
Value$47.5K (-$4.1K)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares405 from 287
Change+118 (+41%)
Value$44.9K (+$14.1K)
Filed 2026-11-05
Morse Asset Management, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$44.4K (+$1.5K)
Filed 2026-11-09
Quent Capital, LLC
INCREASED
Shares394 from 367
Change+27 (+7%)
Value$41.3K (+$2.0K)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$43.4K (+$1.5K)
Filed 2026-10-21
SouthState Bank Corp
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$42.6K (+$1.5K)
Filed 2026-11-09
Roxbury Financial LLC
INCREASED
Shares381 from 380
Change+1 (+0%)
Value$42.3K (+$1.6K)
Filed 2026-10-01
United Community Bank
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$42.2K (+$1.5K)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares372 from 417
Change-45 (-11%)
Value$41.3K (-$3.4K)
Filed 2026-10-22
Mcdonald Partners LLC
NEW
Shares368
Change+368
Value$40.8K
Filed 2026-11-03
Fairway Wealth LLC
DECREASED
Shares356 from 616
Change-260 (-42%)
Value$39.5K (-$26.5K)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$39.3K (+$1.1K)
Filed 2026-11-02
Silvant Capital Management LLC
NEW
Shares355
Change+355
Value$39.4K
Filed 2026-11-09
Wilkerson Advisory Group LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$38.0K (+$1.3K)
Filed 2026-10-20
Nfsg Corp
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$37.3K (+$1.3K)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$36 (+$2)
Filed 2026-11-04
Capital Investment Counsel, Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$36.1K (+$1.2K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$35.7K (+$120)
Filed 2026-10-09
Biltmore Family Office, LLC
INCREASED
Shares307 from 267
Change+40 (+15%)
Value$34.1K (+$5.5K)
Filed 2026-11-03
Pioneer Family Office, LLC
INCREASED
Shares299 from 184
Change+115 (+63%)
Value$33.2K (+$13.5K)
Filed 2026-10-30
BankChampaign, National Association
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$32.2K (+$1.1K)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
NEW
Shares288
Change+288
Value$32.0K
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares268 from 249
Change+19 (+8%)
Value$29.8K (+$3.1K)
Filed 2026-10-13
Downshift Financial, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$29.7K (+$1.0K)
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares254
Change+254
Value$28.2K
Filed 2026-10-27
Y.D. More Investments Ltd
DECREASED
Shares230 from 1,381
Change-1,151 (-83%)
Value$25.5K (-$122.4K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$25.1K (+$868)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares211
Change+211
Value$23.4K
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares200 from 378
Change-178 (-47%)
Value$22.2K (-$18.3K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22.2K (+$768)
Filed 2026-10-15
Strive Financial Group,LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22.2K (+$768)
Filed 2026-11-09
Oakworth Capital, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$20.5K (+$227)
Filed 2026-10-26
Luminist Capital LLC
DECREASED
Shares182 from 210
Change-28 (-13%)
Value$20.2K (-$2.3K)
Filed 2026-11-10
Brown, Lisle Ings, Inc.
INCREASED
Shares181 from 114
Change+67 (+59%)
Value$20.1K (+$7.9K)
Filed 2026-10-16
Pacific Center for Financial Services
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$20.0K (+$691)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$19.5K (+$676)
Filed 2026-10-02
Asset Dedication, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$17.9K (+$619)
Filed 2026-11-03
Grove Bank & Trust
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$17.6K (+$610)
Filed 2026-10-08
American National Bank & Trust
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$17.0K (+$589)
Filed 2026-10-07
Costello Asset Management, Inc
INCREASED
Shares152 from 151
Change+1 (+1%)
Value$16.8K (+$617)
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$16.6K (+$576)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$16.3K (+$564)
Filed 2026-10-23
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$16.3K (+$564)
Filed 2026-11-10
Nvwm, LLC
DECREASED
Shares145 from 146
Change-1 (-1%)
Value$16.1K (+$450)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares143
Change+143
Value$15.9K
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares141 from 140
Change+1 (+1%)
Value$15.6K (+$649)
Filed 2026-10-28
GGM Financial LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$15.5K (+$582)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
INCREASED
Shares138 from 8
Change+130 (+1625%)
Value$15.3K (+$14.5K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$53.9K (+$13.6K)
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$15.1K (+$522)
Filed 2026-10-16
Gladwyn Financial Advisors, Inc.
DECREASED
Shares134 from 150
Change-16 (-11%)
Value$14.8K (-$1.3K)
Filed 2026-10-05
Ascentis Wealth Management, LLC
NEW
Shares132
Change+132
Value$14.6K
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$14.4K (+$499)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$12.7K (+$438)
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$12.7K (+$437)
Filed 2026-10-22
Union Savings Bank
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$11.9K (+$411)
Filed 2026-10-14
Kingdom Financial Group Llc.
DECREASED
Shares105 from 132
Change-27 (-20%)
Value$11.6K (-$2.6K)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$11.7K (+$402)
Filed 2026-10-26
Planning Strategies Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.1K (+$384)
Filed 2026-10-02
True Wealth Design, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.1K (+$384)
Filed 2026-10-13
Lodestone Wealth Management LLC
DECREASED
Shares98 from 99
Change-1 (-1%)
Value$10.9K (+$281)
Filed 2026-10-14
Central Pacific Bank - Trust Division
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$10.4K (+$361)
Filed 2026-10-06
Geneos Wealth Management Inc.
DECREASED
Shares91 from 1,098
Change-1,007 (-92%)
Value$10.1K (-$107.5K)
Filed 2026-11-09
Great Lakes Advisors, LLC
NEW
Shares77
Change+77
Value$8.5K
Filed 2026-11-06
New England Capital Financial Advisors LLC
NEW
Shares71
Change+71
Value$7.9K
Filed 2026-11-03
Tower View Wealth Management LLC
INCREASED
Shares69 from 68
Change+1 (+1%)
Value$7.6K (+$287)
Filed 2026-10-23
Philadelphia Investment Partners, LLC
DECREASED
Shares68 from 69
Change-1 (-1%)
Value$7.6K (+$195)
Filed 2026-11-09
N.E.W. Advisory Services LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.5K (+$261)
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.5K (+$261)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.5K (+$261)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$7.4K (+$257)
Filed 2026-10-15
First Premier Bank
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$7 ($0)
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares58 from 9
Change+49 (+544%)
Value$6.4K (+$5.5K)
Filed 2026-10-26
Weaver Capital Management LLC
DECREASED
Shares53 from 940
Change-887 (-94%)
Value$5.9K (-$98.3K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares53 from 22
Change+31 (+141%)
Value$5.8K (+$3.4K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
NEW
Shares51
Change+51
Value$5.7K
Filed 2026-11-05
Gold Investment Management Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.5K (+$192)
Filed 2026-10-19
Angeles Wealth Management, LLC
NEW
Shares47
Change+47
Value$5.2K
Filed 2026-10-26
United Financial Planning Group LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5.1K (+$177)
Filed 2026-11-04
Tidemark, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5.1K (+$144)
Filed 2026-11-09
Rachor Investment Advisory Services, LLC
NEW
Shares44
Change+44
Value$4.9K
Filed 2026-10-29
TFC Financial Management, Inc.
NEW
Shares42
Change+42
Value$4.7K
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares40 from 55
Change-15 (-27%)
Value$4 (-$2)
Filed 2026-10-30
Legacy Bridge, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.1K (+$142)
Filed 2026-10-28
Olistico Wealth, LLC
NEW
Shares35
Change+35
Value$3.9K
Filed 2026-10-05
Bulwark Capital Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.3K (+$115)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.2K (+$112)
Filed 2026-10-15
Daiwa Securities Group Inc.
DECREASED
Shares27 from 39
Change-12 (-31%)
Value$3.0K (-$1.2K)
Filed 2026-10-29
Mechanics Financial Corp
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$3.0K (+$103)
Filed 2026-11-05
PlanVest Financial, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.9K (+$100)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.7K (+$94)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
INCREASED
Shares24 from 20
Change+4 (+20%)
Value$2.7K (+$520)
Filed 2026-10-30
IAG Wealth Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.2K (+$76)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.2K (+$76)
Filed 2026-11-02
Signature Resources Capital Management, LLC
DECREASED
Shares18 from 1,113
Change-1,095 (-98%)
Value$2.0K (-$117.2K)
Filed 2026-10-16
Rakuten Securities, Inc.
DECREASED
Shares13 from 92
Change-79 (-86%)
Value$1.4K (-$8.4K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$888 (+$30)
Filed 2026-10-09
Natixis
CLOSED
Shares0 from 493,441
Change-493,441 (-100%)
Value$0 (-$52.9M)
Filed 2026-11-06
Impact Partnership Wealth, LLC
CLOSED
Shares0 from 223,779
Change-223,779 (-100%)
Value$0 (-$24.0M)
Filed 2026-11-09
Imc-Chicago, LLC
CLOSED
Shares0 from 132,937
Change-132,937 (-100%)
Value$0 (-$14.2M)
Filed 2026-11-05
SBI Okasan Asset Management Co.Ltd.
CLOSED
Shares0 from 73,615
Change-73,615 (-100%)
Value$0 (-$7.9M)
Filed 2026-11-10
Clark Financial Services Group Inc
CLOSED
Shares0 from 29,552
Change-29,552 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-19
WIN Advisors, Inc
CLOSED
Shares0 from 22,233
Change-22,233 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-06
Capitol Family Office, Inc.
CLOSED
Shares0 from 14,097
Change-14,097 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Stapp Wealth Management, Pllc
CLOSED
Shares0 from 13,575
Change-13,575 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
D.B. Root & Company, LLC
CLOSED
Shares0 from 6,487
Change-6,487 (-100%)
Value$0 (-$695.0K)
Filed 2026-11-04
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 5,824
Change-5,824 (-100%)
Value$0 (-$623.9K)
Filed 2026-10-14
Advisor OS, LLC
CLOSED
Shares0 from 5,302
Change-5,302 (-100%)
Value$0 (-$568.0K)
Filed 2026-11-03
Churchill Financial Advisors, LLC
CLOSED
Shares0 from 4,356
Change-4,356 (-100%)
Value$0 (-$466.7K)
Filed 2026-10-20
Hourglass Capital, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$428.5K)
Filed 2026-10-26
Welch Group, LLC
CLOSED
Shares0 from 3,995
Change-3,995 (-100%)
Value$0 (-$427.9K)
Filed 2026-10-29
Vontobel Holding Ltd.
CLOSED
Shares0 from 3,634
Change-3,634 (-100%)
Value$0 (-$389.3K)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED
Shares0 from 3,279
Change-3,279 (-100%)
Value$0 (-$351.3K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 3,255
Change-3,255 (-100%)
Value$0 (-$348.7K)
Filed 2026-10-28
TBH Global Asset Management, LLC
CLOSED
Shares0 from 3,077
Change-3,077 (-100%)
Value$0 (-$329.6K)
Filed 2026-11-03
Axim Planning & Wealth
CLOSED
Shares0 from 2,975
Change-2,975 (-100%)
Value$0 (-$318.7K)
Filed 2026-10-28
Canal Capital Management, LLC
CLOSED
Shares0 from 2,956
Change-2,956 (-100%)
Value$0 (-$316.7K)
Filed 2026-11-10
World Equity Group, Inc.
CLOSED
Shares0 from 2,936
Change-2,936 (-100%)
Value$0 (-$314.7K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 2,586
Change-2,586 (-100%)
Value$0 (-$277.1K)
Filed 2026-10-15
Avestar Capital, LLC
CLOSED
Shares0 from 2,290
Change-2,290 (-100%)
Value$0 (-$245.3K)
Filed 2026-10-28
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 2,096
Change-2,096 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-21
Winthrop Advisory Group LLC
CLOSED
Shares0 from 2,062
Change-2,062 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-22
Canopy Partners, LLC
CLOSED
Shares0 from 2,059
Change-2,059 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-28
Axecap Investments, LLC
CLOSED
Shares0 from 1,886
Change-1,886 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 1,769
Change-1,769 (-100%)
Value$0 (-$189.5K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$105.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$98.2K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$96.1K)
Filed 2026-10-14
Wellington Grp LLC
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$85.7K)
Filed 2026-11-06
Provident Wealth Management, LLC
CLOSED
Shares0 from 711
Change-711 (-100%)
Value$0 (-$76.2K)
Filed 2026-10-20
BankPlus Trust Department
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$46.6K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$41.5K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$29.5K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$26.0K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$23.1K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 153
Change-153 (-100%)
Value$0 (-$16.7K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-23
First Command Advisory Services, Inc.
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-02
Evolution Wealth Management Inc.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
WPG Advisers, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$536)
Filed 2026-10-27
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$150)
Filed 2026-10-28
Networth Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$6)
Filed 2026-11-03
Key Capital Management, Inc
CLOSED
Shares0 from 0
Change0
Value$0 (-$4)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 44,248,852
Change-44,248,852 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,603,642
Change-11,603,642 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,712,820
Change-7,712,820 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,299,359
Change-6,299,359 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,789,466
Change-5,789,466 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,095,329
Change-5,095,329 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,775,328
Change-4,775,328 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,930,797
Change-3,930,797 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,863,974
Change-3,863,974 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,098,831
Change-3,098,831 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 2,222,268
Change-2,222,268 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,216,190
Change-2,216,190 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,834,456
Change-1,834,456 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,644,665
Change-1,644,665 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,602,607
Change-1,602,607 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,465,615
Change-1,465,615 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,423,825
Change-1,423,825 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,354,417
Change-1,354,417 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,350,002
Change-1,350,002 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 868,865
Change-868,865 (-100%)
Value—
SRB Corp
N/A
Shares— from 800,774
Change-800,774 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 782,282
Change-782,282 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 742,100
Change-742,100 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 692,697
Change-692,697 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 682,235
Change-682,235 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 632,315
Change-632,315 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 626,578
Change-626,578 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 608,503
Change-608,503 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 543,743
Change-543,743 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 519,179
Change-519,179 (-100%)
Value—
Main Management LLC
N/A
Shares— from 515,641
Change-515,641 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 484,144
Change-484,144 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 482,304
Change-482,304 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 458,287
Change-458,287 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 446,497
Change-446,497 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 412,168
Change-412,168 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 402,704
Change-402,704 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 366,545
Change-366,545 (-100%)
Value—
State Street Corp
N/A
Shares— from 331,706
Change-331,706 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 326,682
Change-326,682 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 320,024
Change-320,024 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 305,887
Change-305,887 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 297,186
Change-297,186 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 281,840
Change-281,840 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 265,702
Change-265,702 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 262,124
Change-262,124 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 224,170
Change-224,170 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 214,642
Change-214,642 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 208,949
Change-208,949 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 200,007
Change-200,007 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 196,236
Change-196,236 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 191,862
Change-191,862 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 191,121
Change-191,121 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 189,487
Change-189,487 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 188,394
Change-188,394 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 179,717
Change-179,717 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 176,376
Change-176,376 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 171,942
Change-171,942 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 169,217
Change-169,217 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 162,071
Change-162,071 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 160,071
Change-160,071 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 155,779
Change-155,779 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 153,930
Change-153,930 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 150,686
Change-150,686 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 148,060
Change-148,060 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 131,076
Change-131,076 (-100%)
Value—
&partners
N/A
Shares— from 130,531
Change-130,531 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 127,793
Change-127,793 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 122,611
Change-122,611 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 119,938
Change-119,938 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 117,281
Change-117,281 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 115,426
Change-115,426 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 110,713
Change-110,713 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 108,591
Change-108,591 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 107,996
Change-107,996 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 105,350
Change-105,350 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 101,471
Change-101,471 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 101,409
Change-101,409 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 98,696
Change-98,696 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 91,923
Change-91,923 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 89,760
Change-89,760 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 84,250
Change-84,250 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 83,186
Change-83,186 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 82,523
Change-82,523 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 78,519
Change-78,519 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 75,218
Change-75,218 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 73,479
Change-73,479 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 71,012
Change-71,012 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 69,986
Change-69,986 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 69,125
Change-69,125 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 68,130
Change-68,130 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 66,979
Change-66,979 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 66,583
Change-66,583 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 64,132
Change-64,132 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 61,998
Change-61,998 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 61,556
Change-61,556 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 61,053
Change-61,053 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 60,800
Change-60,800 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 60,753
Change-60,753 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 60,200
Change-60,200 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 56,987
Change-56,987 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 54,612
Change-54,612 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 54,106
Change-54,106 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 54,028
Change-54,028 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 53,110
Change-53,110 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 51,602
Change-51,602 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 51,575
Change-51,575 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 47,489
Change-47,489 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 47,120
Change-47,120 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 46,369
Change-46,369 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 44,204
Change-44,204 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 43,296
Change-43,296 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 43,286
Change-43,286 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 41,999
Change-41,999 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 40,334
Change-40,334 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 40,086
Change-40,086 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 39,881
Change-39,881 (-100%)
Value—
Stephens Inc
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 38,581
Change-38,581 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 37,930
Change-37,930 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 36,845
Change-36,845 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 36,154
Change-36,154 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 36,053
Change-36,053 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 36,009
Change-36,009 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 34,862
Change-34,862 (-100%)
Value—
Simmons Bank
N/A
Shares— from 33,899
Change-33,899 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 33,833
Change-33,833 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 33,249
Change-33,249 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 32,327
Change-32,327 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 32,174
Change-32,174 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 31,842
Change-31,842 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 30,448
Change-30,448 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 30,255
Change-30,255 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 30,250
Change-30,250 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 30,080
Change-30,080 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,810
Change-29,810 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 29,024
Change-29,024 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 27,609
Change-27,609 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 27,438
Change-27,438 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 27,019
Change-27,019 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 26,676
Change-26,676 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,177
Change-26,177 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 26,001
Change-26,001 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 25,581
Change-25,581 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 25,354
Change-25,354 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,206
Change-25,206 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,850
Change-24,850 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 24,829
Change-24,829 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,803
Change-23,803 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 23,401
Change-23,401 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 23,268
Change-23,268 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,676
Change-22,676 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 22,378
Change-22,378 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 22,082
Change-22,082 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,874
Change-21,874 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 21,780
Change-21,780 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 21,456
Change-21,456 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 21,232
Change-21,232 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,883
Change-20,883 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 20,620
Change-20,620 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 20,549
Change-20,549 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 20,531
Change-20,531 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 20,469
Change-20,469 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 20,303
Change-20,303 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 19,858
Change-19,858 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 19,716
Change-19,716 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 19,692
Change-19,692 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 19,503
Change-19,503 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 19,371
Change-19,371 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 19,046
Change-19,046 (-100%)
Value—
Commerce Bank
N/A
Shares— from 18,897
Change-18,897 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,276
Change-18,276 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 17,520
Change-17,520 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 17,430
Change-17,430 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 17,268
Change-17,268 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 16,821
Change-16,821 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,145
Change-16,145 (-100%)
Value—
Bank of Marin
N/A
Shares— from 15,867
Change-15,867 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 15,615
Change-15,615 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,960
Change-14,960 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,809
Change-14,809 (-100%)
Value—
University of Chicago
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 14,609
Change-14,609 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 14,172
Change-14,172 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 13,907
Change-13,907 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 13,726
Change-13,726 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,647
Change-13,647 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 12,182
Change-12,182 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 11,891
Change-11,891 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,493
Change-11,493 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 11,281
Change-11,281 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 10,970
Change-10,970 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,899
Change-9,899 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 9,324
Change-9,324 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 9,246
Change-9,246 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Lodge Hill Capital, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,849
Change-8,849 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,702
Change-8,702 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 5,526
Change-5,526 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 4,773
Change-4,773 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 859
Change-859 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 818
Change-818 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 812
Change-812 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 807
Change-807 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 678
Change-678 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 632
Change-632 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 562
Change-562 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 429
Change-429 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 332
Change-332 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 247
Change-247 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 152
Change-152 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 95
Change-95 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 62
Change-62 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 24
Change-24 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 15
Change-15 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,392,7394,056,559+336,180+8%$434.6M$487.5M+$52.9M2026-11-06
Truist Financial Corp
INCREASED3,544,8062,779,788+765,018+28%$297.8M$393.4M+$95.6M2026-10-30
WestEnd Advisors, LLC
INCREASED3,160,7582,203,231+957,527+43%$236.0M$350.8M+$114.7M2026-10-27
Migdal Insurance & Financial Holdings Ltd.
DECREASED3,075,7393,407,164-331,425-10%$365.0M$341.3M-$23.7M2026-11-09
Barclays PLC
DECREASED1,314,9422,823,156-1,508,214-53%$302.4M$145.9M-$156.5M2026-11-06
J.Safra Asset Management Corp
INCREASED917,200886,360+30,840+3%$95.0M$101.8M+$6.8M2026-11-03
Capital Investment Advisors, LLC
INCREASED804,339730,009+74,330+10%$78.2M$89.3M+$11.1M2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED803,885777,182+26,703+3%$83.3M$89.2M+$5.9M2026-10-13
Meitav Investment House LTD
DECREASED681,5842,416,041-1,734,457-72%$258.8M$75.6M-$183.2M2026-10-28
Phoenix Financial Ltd.
UNCHANGED681,182681,18200%$73.0M$75.6M+$2.6M2026-11-09
AGF Management LTD
DECREASED661,093867,312-206,219-24%$92.9M$73.4M-$19.6M2026-11-03
Donaldson Capital Management, LLC
DECREASED658,529684,191-25,662-4%$73.3M$73.1M-$220.5K2026-11-09
Fisher Asset Management, LLC
DECREASED587,614600,313-12,699-2%$64.3M$65.2M+$896.0K2026-11-06
KCM Investment Advisors LLC
DECREASED497,976505,901-7,925-2%$54.2M$55.3M+$1.1M2026-10-27
Assetmark, Inc
INCREASED495,655380,200+115,455+30%$40.7M$55.0M+$14.3M2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED484,767504,352-19,585-4%$54.0M$53.8M-$236.8K2026-10-28
HighTower Advisors, LLC
DECREASED425,936440,017-14,081-3%$47.1M$47.3M+$127.0K2026-11-10
Bank of Montreal
DECREASED416,593418,959-2,366-1%$44.9M$46.2M+$1.3M2026-11-09
Analyst IMS Investment Management Services Ltd.
INCREASED404,029347,509+56,520+16%$37.2M$44.8K-$37.2M2026-11-05
Oppenheimer Asset Management Inc.
DECREASED344,821426,990-82,169-19%$45.7M$38.3M-$7.5M2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED344,002329,736+14,266+4%$35.3M$38.2M+$2.8M2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED312,303390,521-78,218-20%$41.8M$34.7M-$7.2M2026-10-29
Fifth Third Bancorp
DECREASED298,453305,275-6,822-2%$32.7M$33.1M+$415.2K2026-11-05
New York Life Investment Management LLC
INCREASED276,202223,166+53,036+24%$23.9M$30.7M+$6.7M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED268,705185,606+83,099+45%$19.9M$29.8M+$9.9M2026-10-16
Stonebridge Financial Group, LLC
NEW254,429—+254,429——$28.2M—2026-10-01
Krilogy Financial LLC
INCREASED252,435224,944+27,491+12%$24.1M$28.1M+$4.0M2026-10-13
IMZ Advisory Inc
INCREASED244,872232,536+12,336+5%$24.9M$27.2M+$2.3M2026-11-03
Asset Advisors Investment Management, LLC
DECREASED240,892242,648-1,756-1%$26.0M$26.7M+$736.9K2026-10-19
Comprehensive Wealth Management, LLC
INCREASED236,123229,179+6,944+3%$24.6M$26.2M+$1.7M2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED225,950238,547-12,597-5%$25.6M$25.1M-$481.8K2026-10-08
Evolution Wealth Advisors, LLC
INCREASED224,167214,679+9,488+4%$23.0M$24.9M+$1.9M2026-11-03
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED221,100221,10000%$23.7M$24.5M+$849.0K2026-10-29
Horizon Wealth Management, LLC
INCREASED202,318150,463+51,855+34%$16.1M$22.5M+$6.3M2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED196,610197,405-7950%$21.1M$21.8M+$669.8K2026-10-16
Davenport & Co LLC
INCREASED191,810153,066+38,744+25%$16.4M$21.3M+$4.9M2026-10-14
PNC Financial Services Group, Inc.
INCREASED181,579160,776+20,803+13%$17.2M$20.1M+$2.9M2026-11-06
Commonwealth Equity Services, LLC
DECREASED178,172189,717-11,545-6%$20.3M$19.8M-$552.6K2026-11-02
First Interstate Bank
INCREASED157,125147,712+9,413+6%$15.8M$17.4M+$1.6M2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED156,951185,280-28,329-15%$19.8M$17.4M-$2.4M2026-11-03
Trek Financial, LLC
DECREASED153,952164,010-10,058-6%$17.6M$17.1M-$486.3K2026-10-29
Foguth Wealth Management, Llc.
INCREASED148,720116,182+32,538+28%$12.9M$16.4M+$3.5M2026-10-19
WBH Advisory Inc
DECREASED146,971151,813-4,842-3%$16.3M$16.3M+$45.7K2026-11-05
Petredis Investment Advisors LLC
INCREASED146,400146,232+168+0%$15.7M$16.2M+$580.2K2026-10-20
HighPoint Advisor Group LLC
DECREASED144,452161,567-17,115-11%$17.3M$16.0M-$1.3M2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED139,699246,806-107,107-43%$26.4M$15.5K-$26.4M2026-11-02
Park Avenue Securities LLC
INCREASED138,668132,034+6,634+5%$14.1M$15.4K-$14.1M2026-10-26
Spire Wealth Management
DECREASED137,488143,550-6,062-4%$15.4M$15.3M-$126.8K2026-10-30
US Bancorp \de\
INCREASED133,896119,968+13,928+12%$12.9M$14.9M+$2.0M2026-11-05
Diversified Enterprises, LLC
INCREASED132,760131,656+1,104+1%$14.1M$14.7M+$628.0K2026-10-19
Kestra Advisory Services, LLC
INCREASED129,990110,146+19,844+18%$11.8M$14.4M+$2.6M2026-11-02
CMH Wealth Management LLC
INCREASED127,343119,407+7,936+7%$12.8M$14.1M+$1.3M2026-10-22
Venture Visionary Partners LLC
INCREASED124,866120,386+4,480+4%$12.9M$13.9M+$959.4K2026-10-07
Trilogy Capital Inc.
INCREASED121,18478,078+43,106+55%$8.4M$13.4M+$5.1M2026-10-20
Pinnacle Associates LTD
DECREASED115,591120,657-5,066-4%$12.9M$12.8M-$98.9K2026-10-20
RFG Advisory, LLC
INCREASED114,520113,014+1,506+1%$12.1M$12.7M+$601.1K2026-11-03
Citigroup Inc
DECREASED106,335278,535-172,200-62%$29.8M$11.8M-$18.0M2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED105,549104,219+1,330+1%$11.4M$11.6M+$167.0K2026-11-04
McCollum Christoferson Group LLC
DECREASED102,072104,120-2,048-2%$9.4M$9.6M+$110.5K2026-10-13
Innealta Capital, LLC
DECREASED101,756148,093-46,337-31%$15.9M$11.3M-$4.6M2026-11-02
BAR Harbor Wealth Management
INCREASED101,738101,272+466+0%$10.8M$11.3M+$440.6K2026-10-21
CoreCap Advisors, LLC
DECREASED101,374111,638-10,264-9%$12.0M$11.2M-$710.3K2026-10-08
CWA Asset Management Group, LLC
DECREASED99,443100,543-1,100-1%$10.8M$11.0M+$264.1K2026-10-19
Bellwether Advisors, LLC
DECREASED94,858170,958-76,100-45%$18.3M$10.5M-$7.8M2026-11-09
Encompass More Asset Management
INCREASED92,69642,422+50,274+119%$4.5M$10.3M+$5.7M2026-10-16
Kwmg, LLC
INCREASED92,62483,423+9,201+11%$8.9M$10.3M+$1.3M2026-10-07
Biltmore Wealth Management, LLC
INCREASED91,67088,050+3,620+4%$9.4M$10.2M+$739.9K2026-10-09
Conservest Capital Advisors, Inc.
DECREASED90,359100,180-9,821-10%$10.7M$10.0M-$705.1K2026-11-09
Carnegie Investment Counsel
INCREASED89,39088,410+980+1%$9.5M$9.9M+$448.2K2026-10-20
Winthrop Capital Management, LLC
DECREASED89,25194,229-4,978-5%$10.1M$9.9M-$190.8K2026-11-05
Theory Financial LLC
DECREASED89,161197,004-107,843-55%$21.1M$9.9M-$11.2M2026-11-09
Schmidt P J Investment Management Inc
INCREASED88,60982,159+6,450+8%$8.8M$9.8M+$1.0M2026-11-02
Compass Financial Management LLC
INCREASED87,99382,605+5,388+7%$8.9M$9.8M+$862.7K2026-10-30
Atria Investments, Inc
INCREASED87,50074,016+13,484+18%$7.9M$9.7M+$1.8M2026-10-15
3Edge Asset Management, LP
DECREASED85,08887,412-2,324-3%$9.4M$9.4M+$77.8K2026-10-30
FMR LLC
INCREASED85,03579,252+5,783+7%$8.5M$9.4M+$946.0K2026-11-10
Signal Advisors Wealth, LLC
DECREASED81,27991,830-10,551-11%$9.8M$9.0M-$818.2K2026-10-13
Brookstone Capital Management
INCREASED76,08974,813+1,276+2%$8.0M$8.4M+$428.9K2026-10-22
Simon Quick Advisors, LLC
DECREASED75,34192,192-16,851-18%$9.9M$8.4M-$1.5M2026-10-26
Thrivent Financial for Lutherans
DECREASED74,239271,358-197,119-73%$29.1M$8.2K-$29.1M2026-11-05
Creative Planning
INCREASED73,52471,346+2,178+3%$7.6M$8.2M+$515.7K2026-11-02
Orange Investment Advisors, Inc.
INCREASED72,84670,666+2,180+3%$7.6M$8.1M+$513.3K2026-10-23
Foronjy Financial LLC
INCREASED72,05368,081+3,972+6%$7.3M$8.0M+$702.2K2026-10-14
Harbour Trust & Investment Management Co
DECREASED71,74177,603-5,862-8%$8.3M$8.0M-$352.5K2026-10-28
Old National Bancorp
DECREASED70,46076,063-5,603-7%$8.1M$7.8M-$329.7K2026-10-20
Bank Hapoalim BM
DECREASED68,719114,535-45,816-40%$12.3M$7.6K-$12.3M2026-11-10
Atlas Capital Advisors Inc.
DECREASED68,43977,321-8,882-11%$8.3M$242.3K-$8.0M2026-11-09
Essex LLC
INCREASED67,42765,790+1,637+2%$7.0M$7.5M+$434.3K2026-10-14
Great Valley Advisor Group, Inc.
INCREASED65,62745,924+19,703+43%$4.9M$7.3M+$2.4M2026-11-09
Forbes J M & Co LLP
UNCHANGED63,57663,57600%$6.8M$7.1M+$244.1K2026-10-16
Chemung Canal Trust Co
DECREASED62,01462,918-904-1%$6.7M$6.9M+$141.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED61,97654,640+7,336+13%$6.1M$6.9M+$845.6K2026-10-13
Harbor Capital Advisors, Inc.
DECREASED61,94166,067-4,126-6%$7.1M$6.9K-$7.1M2026-10-22
Sharper & Granite LLC
INCREASED61,02860,328+700+1%$6.5M$6.8M+$302.6K2026-11-02
Farther Finance Advisors, LLC
INCREASED59,47250,622+8,850+17%$5.4M$6.6M+$1.2M2026-10-08
Colton Groome Financial Advisors, LLC
INCREASED59,41954,915+4,504+8%$5.9M$6.6M+$710.6K2026-10-06
Client First Capital LLC
DECREASED59,17560,325-1,150-2%$6.5M$6.6M+$104.1K2026-10-22
Jmac Enterprises LLC
INCREASED58,38757,746+641+1%$6.2M$6.5M+$292.9K2026-10-30
Darwin Wealth Management, LLC
INCREASED57,89154,364+3,527+6%$5.8M$6.4M+$600.2K2026-11-09
Bonfire Financial
INCREASED55,96354,331+1,632+3%$5.8M$6.2M+$389.7K2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED55,08462,889-7,805-12%$6.7M$6.1M-$624.7K2026-11-05
Premier Path Wealth Partners, LLC
DECREASED54,54172,894-18,353-25%$7.8M$6.1M-$1.8M2026-10-16
TD Waterhouse Canada Inc.
INCREASED54,52844,726+9,802+22%$4.9M$6.0M+$1.1M2026-10-16
Merit Financial Group, LLC
DECREASED53,64158,262-4,621-8%$6.2M$6.0M-$289.1K2026-11-06
Aafmaa Wealth Management & Trust LLC
INCREASED53,52051,607+1,913+4%$5.5M$5.9M+$321.8K2026-10-14
Vaughan David Investments LLC
INCREASED52,82848,975+3,853+8%$5.2M$5.9K-$5.2M2026-11-05
Cooksen Wealth, LLC
INCREASED50,71645,674+5,042+11%$4.9M$5.6M+$705.0K2026-10-13
Nelson Capital Management, LLC
INCREASED50,31735,162+15,155+43%$3.8M$5.6M+$1.8M2026-11-09
Daymark Wealth Partners, LLC
INCREASED50,13338,366+11,767+31%$4.1M$5.6M+$1.5M2026-11-04
Founders Financial Securities LLC
DECREASED49,65468,470-18,816-27%$7.3M$5.5M-$1.8M2026-10-28
Trust Co of Oklahoma
DECREASED49,02850,715-1,687-3%$5.4M$5.4M+$7.5K2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED48,95049,053-1030%$5.3M$5.4M+$176.9K2026-10-05
CX Institutional
DECREASED48,50856,136-7,628-14%$6.0K$5.4K-$6312026-10-02
High Note Wealth, LLC
DECREASED48,07550,100-2,025-4%$5.4M$5.3M-$32.3K2026-10-27
Friedenthal Financial
INCREASED48,00241,638+6,364+15%$4.5M$5.3M+$866.1K2026-10-27
Toth Financial Advisory Corp
DECREASED47,71348,843-1,130-2%$5.2M$5.3M+$62.2K2026-10-08
Compass Wealth Management, LLC
INCREASED47,60645,638+1,968+4%$4.9M$5.3M+$393.7K2026-10-30
Econ Financial Services Corp
NEW47,005—+47,005——$5.2M—2026-10-19
Ayalon Insurance Comp Ltd.
DECREASED46,776146,776-100,000-68%$15.7K$5.2K-$10.5K2026-10-08
Bank of New York Mellon Corp
INCREASED46,14729,285+16,862+58%$3.1M$5.1M+$2.0M2026-11-05
Adams Diversified Equity Fund, Inc.
DECREASED45,00067,100-22,100-33%$7.2M$5.0M-$2.2M2026-10-21
Independent Financial Group, LLC
DECREASED44,33556,939-12,604-22%$6.1M$4.9M-$1.2M2026-10-13
Lido Advisors, LLC
INCREASED44,27641,215+3,061+7%$4.4M$4.9M+$497.9K2026-11-04
First Merchants Corp
DECREASED43,92844,182-254-1%$4.7M$4.9M+$141.5K2026-10-15
Alliance Private Wealth, LLC
DECREASED43,31644,903-1,587-4%$4.8M$4.8M-$3.6K2026-10-20
5th Street Advisors, LLC
DECREASED42,11543,267-1,152-3%$4.6M$4.7M+$38.3K2026-11-04
Simplicity Wealth,LLC
INCREASED41,84338,168+3,675+10%$4.1M$4.6M+$554.3K2026-10-23
Terra Nova Asset Management LLC
INCREASED41,68841,526+162+0%$4.4M$4.6M+$177.5K2026-10-13
AlphaStar Capital Management, LLC
INCREASED41,38241,122+260+1%$4.4M$4.6M+$186.8K2026-10-16
Salomon & Ludwin, LLC
INCREASED40,57737,636+2,941+8%$4.2M$4.5M+$307.5K2026-10-29
Integrity Alliance, Llc.
INCREASED40,50818,552+21,956+118%$2.0M$4.5M+$2.5M2026-10-29
Attessa Capital LLC
INCREASED40,27438,034+2,240+6%$4.1M$4.5M+$394.6K2026-10-09
Oppenheimer & Co Inc
DECREASED39,52140,615-1,094-3%$4.4M$4.4M+$34.6K2026-10-26
Wall Street Financial Group, Inc.
DECREASED39,15539,973-818-2%$4.3M$4.3M+$62.8K2026-11-09
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED37,46534,766+2,699+8%$3.7M$4.2K-$3.7M2026-10-14
Lowe Brockenbrough & Co Inc
INCREASED36,08333,890+2,193+6%$3.6M$4.0M+$373.5K2026-11-09
Cornerstone Wealth Group, LLC
NEW35,693—+35,693——$4.0M—2026-11-02
Tritonpoint Wealth, LLC
DECREASED35,24935,599-350-1%$3.8M$3.9M+$97.9K2026-10-19
AlphaCore Capital LLC
DECREASED35,10958,942-23,833-40%$6.3M$3.9M-$2.4M2026-11-04
LightSquare Wealth Management, LLC
INCREASED34,79631,510+3,286+10%$3.4M$3.9M+$485.6K2026-11-03
CDM Financial Counseling Services, Inc.
INCREASED34,37933,659+720+2%$3.6M$3.8M+$209.1K2026-10-15
Centennial Bank
INCREASED34,24028,658+5,582+19%$3.1M$3.8M+$729.5K2026-11-09
Congress Asset Management Co
NEW33,791—+33,791——$3.7M—2026-10-06
Integrated Advisors Network LLC
INCREASED33,74432,794+950+3%$3.5M$3.7M+$231.4K2026-10-20
Level Four Advisory Services, LLC
INCREASED33,29531,338+1,957+6%$3.4M$3.7M+$337.6K2026-11-06
Squarepoint Ops LLC
DECREASED32,9734,852,366-4,819,393-99%$519.8M$3.7M-$516.2M2026-11-09
Independence Wealth Advisors, LLC
INCREASED32,76831,379+1,389+4%$3.4M$3.6M+$274.5K2026-10-29
Canton Hathaway, LLC
DECREASED32,17032,695-525-2%$3.5M$3.6M+$67.3K2026-10-23
Marion Wealth Management
INCREASED31,69630,976+720+2%$3.3M$3.5M+$198.9K2026-10-22
Clarus Wealth Advisors
INCREASED31,26129,191+2,070+7%$3.2M$3.5M+$255.3K2026-10-13
WealthCare Investment Partners, LLC
DECREASED31,19243,406-12,214-28%$4.7M$3.5M-$1.2M2026-11-05
Herbst Group, LLC
INCREASED31,04530,814+231+1%$3.3M$3.4M+$144.0K2026-10-20
Innova Wealth Partners
INCREASED30,4764,057+26,419+651%$434.6K$3.4M+$2.9M2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED30,36630,769-403-1%$3.3M$3.4M+$73.4K2026-10-20
Archford Capital Strategies, LLC
INCREASED30,34030,311+29+0%$3.2M$3.4M+$119.6K2026-10-19
Kingstone Capital Partners Texas, LLC
DECREASED30,09731,036-939-3%$3.3M$3.3M+$15.0K2026-11-03
Western Wealth Management, LLC
DECREASED29,67336,397-6,724-18%$3.9M$3.3M-$606.5K2026-11-09
Vise Technologies, Inc.
DECREASED29,62133,070-3,449-10%$3.5M$3.3M-$255.7K2026-10-29
Harrell Investment Partners, LLC
DECREASED29,18031,598-2,418-8%$3.4M$3.2M-$147.1K2026-10-15
10Elms LLP
INCREASED29,03526,906+2,129+8%$2.9M$3.2M+$339.6K2026-11-06
Apollon Financial, LLC
DECREASED28,96629,817-851-3%$3.2M$3.2M+$20.0K2026-10-23
Chesapeake Wealth Management
DECREASED28,81130,181-1,370-5%$3.2M$3.2M-$36.1K2026-11-09
Zullo Investment Group, Inc.
INCREASED28,35728,058+299+1%$3.0M$3.1M+$140.9K2026-10-20
Intrua Financial, LLC
DECREASED28,28028,845-565-2%$3.1M$3.1M+$48.0K2026-10-28
HB Wealth Management, LLC
INCREASED27,40622,913+4,493+20%$2.5M$3.0M+$586.5K2026-10-23
James Investment Research, Inc.
DECREASED27,39429,201-1,807-6%$3.1M$3.0M-$88.4K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED27,35325,793+1,560+6%$2.8M$3.0M+$260.1K2026-10-13
Horizon Financial Services, LLC
INCREASED27,21618,157+9,059+50%$1.9M$3.0M+$1.1M2026-11-04
Laurel Wealth Advisors LLC
DECREASED27,11728,137-1,020-4%$3.0M$3.0M-$5.2K2026-10-27
Ameraudi Asset Management, Inc.
INCREASED26,65425,397+1,257+5%$2.7M$3.0M+$237.0K2026-11-05
Contravisory Investment Management, Inc.
INCREASED26,2203,568+22,652+635%$382.2K$2.9M+$2.5M2026-10-13
Retireful, LLC
NEW26,201—+26,201——$2.9M—2026-10-09
Naples Global Advisors, LLC
INCREASED26,13425,599+535+2%$2.7M$2.9M+$157.7K2026-11-05
Ticino Wealth
NEW26,122—+26,122——$2.9M—2026-10-13
AdvisorShares Investments LLC
DECREASED26,07127,906-1,835-7%$3.0M$2.9M-$96.5K2026-11-09
Stockman Wealth Management, Inc.
INCREASED25,25423,697+1,557+7%$2.5M$2.8M+$263.8K2026-10-27
Joel Isaacson & Co., LLC
DECREASED25,02727,111-2,084-8%$2.9M$2.8M-$127.3K2026-11-05
St. Johns Investment Management Company, LLC
DECREASED24,88525,008-1230%$2.7M$2.8M+$82.4K2026-10-30
Butensky & Cohen Financial Security, Inc
INCREASED24,82923,576+1,253+5%$2.5M$2.8M+$229.6K2026-10-13
Shuttleworth & Co
DECREASED24,40524,428-230%$2.6M$2.7M+$91.3K2026-10-30
Delta Financial Advisors LLC
INCREASED24,40423,636+768+3%$2.5M$2.7M+$176.0K2026-10-27
Trust Co
INCREASED24,24024,015+225+1%$2.6M$2.7M+$117.2K2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED23,68923,286+403+2%$2.5M$2.6M+$134.1K2026-10-16
Patten & Patten Inc
INCREASED23,24422,244+1,000+5%$2.4M$2.6M+$196.4K2026-10-26
Pine Valley Investments Ltd Liability Co
INCREASED23,15320,665+2,488+12%$2.2M$2.6M+$355.4K2026-11-09
Harbour Investments, Inc.
INCREASED23,08112,994+10,087+78%$1.4M$2.6M+$1.2M2026-11-09
Robertson Stephens Wealth Management, LLC
DECREASED23,07285,996-62,924-73%$9.2M$2.6M-$6.7M2026-10-16
Wespac Advisors SoCal, LLC
INCREASED22,91922,567+352+2%$2.4M$2.5M+$125.7K2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED22,87346,557-23,684-51%$5.0M$2.5M-$2.4M2026-10-28
Cypress Capital Group
INCREASED22,77520,550+2,225+11%$2.2M$2.5M+$325.8K2026-11-03
Keybank National Association
INCREASED22,74621,543+1,203+6%$2.3M$2.5M+$216.2K2026-11-04
Fairvoy Private Wealth, LLC
DECREASED22,74124,889-2,148-9%$2.7M$2.5M-$142.8K2026-10-19
Colony Family Offices, LLC
UNCHANGED22,65022,65000%$2.4M$2.5M+$87.0K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED22,60321,144+1,459+7%$2.3M$2.5M+$243.1K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED22,56016,814+5,746+34%$1.8M$2.5M+$689.6K2026-10-13
M&T Bank Corp
DECREASED22,48825,186-2,698-11%$2.7M$2.5M-$202.4K2026-11-10
Wall Capital Group, Inc.
INCREASED22,36517,359+5,006+29%$1.9M$2.5M+$622.1K2026-10-14
Cambiar Investors LLC
NEW22,279—+22,279——$2.5M—2026-11-04
Cullen T Bankers, Inc.
INCREASED22,15718,382+3,775+21%$2.0M$2.5M+$489.5K2026-10-28
Schorn Wealth LLC
INCREASED22,06519,934+2,131+11%$2.1M$2.4M+$313.0K2026-10-14
Bfsg, LLC
DECREASED21,96522,114-149-1%$2.4M$2.4M+$68.4K2026-10-30
Cornerstone National Bank & Trust Co
INCREASED21,83621,747+89+0%$2.4M$2.4M+$14.1K2026-10-20
Harel Insurance Investments & Financial Services Ltd.
DECREASED21,81321,853-400%$2.3M$2.4K-$2.3M2026-11-02
Boltwood Capital Management
INCREASED21,61721,210+407+2%$2.3M$2.4M+$126.6K2026-10-02
United Asset Strategies, Inc.
INCREASED21,03719,596+1,441+7%$2.1M$2.3M+$235.2K2026-10-28
First International Bank of Israel Ltd.
UNCHANGED20,73520,73500%$2.2M$2.3M+$79.6K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED19,72420,257-533-3%$2.2M$2.2M+$18.6K2026-11-06
Bullock Wealth Management Group
INCREASED19,71819,424+294+2%$2.1M$2.2M+$36.2K2026-10-09
ARS Investment Partners, LLC
INCREASED19,47318,909+564+3%$2.0M$2.2M+$135.2K2026-11-05
Es4, LLC
DECREASED19,43523,179-3,744-16%$2.5M$2.2M-$326.4K2026-11-09
Redwood Financial Network Corp
DECREASED19,36719,655-288-1%$2.1M$2.1M+$43.5K2026-11-03
Keystone Global Partners, LLC
DECREASED19,33772,244-52,907-73%$7.7M$2.1M-$5.6M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED19,28519,138+147+1%$2.1M$2.1M+$89.8K2026-11-05
Matrix Trust Co
INCREASED19,23618,427+809+4%$2.0K$2.1K+$1612026-10-07
Country Trust Bank
DECREASED19,11819,280-162-1%$2.1M$2.1M+$56.1K2026-10-30
IFP Advisors, Inc
INCREASED19,11517,216+1,899+11%$1.8M$2.1M+$276.8K2026-10-16
SMI Advisory Services, LLC
DECREASED19,00220,754-1,752-8%$2.3M$2.1M-$189.8K2026-10-13
Leuthold Group, LLC
DECREASED18,26119,361-1,100-6%$2.1M$2.0M-$47.7K2026-11-04
Choreo, LLC
DECREASED17,95719,017-1,060-6%$2.0M$2.0M-$44.5K2026-10-28
Sowell Financial Services LLC
INCREASED17,81716,599+1,218+7%$1.8M$2.0M+$198.9K2026-10-23
MontVue Capital Management, Inc.
INCREASED17,63917,577+62+0%$1.9M$2.0M+$74.4K2026-10-19
EPG Wealth Management LLC
INCREASED17,63517,282+353+2%$1.9M$2.0M+$105.5K2026-11-03
Roberts Wealth Advisors, LLC
INCREASED16,99615,306+1,690+11%$1.6M$1.9M+$246.4K2026-10-14
German American Bancorp, Inc.
DECREASED16,89816,929-310%$1.8M$1.9M+$61.6K2026-11-10
Point Windward Advisors Inc.
DECREASED16,68920,223-3,534-17%$2.2M$1.9M-$314.5K2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED16,62316,946-323-2%$1.8M$1.8M+$29.2K2026-10-13
Realta Investment Advisors
DECREASED16,34520,389-4,044-20%$2.2M$1.8M-$370.5K2026-10-14
Flagstar Securities, Inc
INCREASED16,29614,452+1,844+13%$1.5M$1.8M+$260.0K2026-10-15
Measured Wealth Private Client Group, LLC
DECREASED16,20819,148-2,940-15%$2.1M$1.8M-$252.7K2026-11-10
Strategy Asset Managers LLC
INCREASED16,00515,789+216+1%$1.7M$1.8M+$84.7K2026-10-14
Koshinski Asset Management, Inc.
INCREASED15,73315,709+24+0%$1.7M$1.7M+$63.0K2026-10-29
AMG National Trust Bank
INCREASED15,72015,588+132+1%$1.7M$1.7M+$74.5K2026-11-05
Plimoth Trust Co LLC
INCREASED15,23614,413+823+6%$1.5M$1.7M+$146.7K2026-10-26
CWC Advisors, Llc.
INCREASED15,10815,058+50+0%$1.6M$1.7M+$63.4K2026-10-15
Magnus Financial Group LLC
INCREASED14,98714,628+359+2%$1.6M$1.7M+$95.9K2026-10-21
Ashton Thomas Securities, LLC
INCREASED14,88010,989+3,891+35%$1.2M$1.2M+$62.0K2026-10-26
Global Financial Private Client, LLC
INCREASED14,85814,809+49+0%$1.6M$1.6M+$62.3K2026-10-15
Peterson Wealth Management
DECREASED14,84115,200-359-2%$1.6M$1.6M+$18.5K2026-11-06
Sigma Investment Counselors Inc
INCREASED14,68314,358+325+2%$1.5M$1.6M+$91.2K2026-10-27
Blair William & Co
DECREASED14,68026,157-11,477-44%$2.8M$1.6M-$1.2M2026-11-10
Wealthcare Advisory Partners LLC
INCREASED14,61314,187+426+3%$1.5M$1.6M+$101.8K2026-10-21
Nwam LLC
INCREASED14,56914,298+271+2%$1.5M$1.6M+$85.0K2026-11-09
HBW Advisory Services LLC
DECREASED14,29414,874-580-4%$1.6M$1.6M-$7.2K2026-10-15
D.A. Davidson & Co.
INCREASED14,25612,711+1,545+12%$1.4M$1.6M+$220.3K2026-10-28
JSF Financial, LLC
INCREASED14,22613,623+603+4%$1.5M$1.6M+$119.3K2026-10-22
Kessler Investment Group, LLC
INCREASED14,1138,243+5,870+71%$883.1K$1.6M+$683.0K2026-10-08
LVZ, Inc.
INCREASED13,96713,166+801+6%$1.4M$1.5M+$139.5K2026-10-20
GC Wealth Management RIA, LLC
INCREASED13,8539,085+4,768+52%$973.3K$1.5M+$564.0K2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED13,74214,075-333-2%$1.5M$1.5M+$17.1K2026-11-05
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
DECREASED13,693175,090-161,397-92%$18.8M$1.5M-$17.2M2026-11-09
Bessemer Group Inc
INCREASED13,48613,385+101+1%$1.4M$1.5K-$1.4M2026-11-09
Nations Financial Group Inc,
DECREASED13,14813,228-80-1%$1.4M$1.5M+$41.9K2026-11-05
Advisor Resource Council
INCREASED13,08012,937+143+1%$1.4M$1.5M+$34.1K2026-11-05
Institute for Wealth Management, Llc.
INCREASED13,07212,827+245+2%$1.4M$1.5M+$76.5K2026-11-06
Providence First Trust Co
INCREASED12,93811,940+998+8%$1.3M$1.4M+$156.6K2026-11-02
Constitution Capital LLC
DECREASED12,91414,139-1,225-9%$1.5M$1.4M-$81.6K2026-10-23
Global View Capital Management LLC
NEW12,802—+12,802——$1.4M—2026-10-28
Patten Group, Inc.
DECREASED12,65815,418-2,760-18%$1.7M$1.4M-$247.1K2026-10-26
Associated Banc-Corp
INCREASED12,46212,161+301+2%$1.3M$1.4M+$80.1K2026-10-30
TritonPoint Partners, LLC
DECREASED12,31135,449-23,138-65%$3.8M$1.4M-$2.4M2026-11-05
United Bank
INCREASED12,28510,041+2,244+22%$1.1M$1.4M+$287.6K2026-11-06
Green Ridge Wealth Planning LLC
DECREASED12,28112,827-546-4%$1.4M$1.4M-$11.3K2026-10-08
Atlatl Advisers LLC
NEW12,280—+12,280——$1.4M—2026-10-22
Fulcrum Equity Management
DECREASED12,20913,465-1,256-9%$1.4M$1.4M-$87.6K2026-10-21
First Growth Capital LLC
DECREASED12,02912,480-451-4%$1.3M$1.3M-$2.1K2026-10-15
Nuveen, LLC
INCREASED11,7289,658+2,070+21%$1.0M$1.1M+$85.7K2026-11-10
First Citizens Financial Corp
INCREASED11,64211,344+298+3%$1.2M$1.3M+$76.6K2026-10-02
Silver OAK Securities, Incorporated
DECREASED11,47313,281-1,808-14%$1.4M$1.2M-$220.6K2026-11-09
Sanchez Gaunt Capital Management, LLC
DECREASED11,46811,585-117-1%$1.2M$1.3M+$31.5K2026-11-03
Vilga Financial Planning LLC
DECREASED11,32211,323-10%$1.2M$1.3M+$43.4K2026-10-09
AdvisorNet Financial, Inc
DECREASED11,258100,562-89,304-89%$10.8M$1.2M-$9.5M2026-10-15
Soltis Investment Advisors LLC
INCREASED11,14611,040+106+1%$1.2M$1.2M+$54.2K2026-10-28
Bailard, Inc.
DECREASED11,13011,229-99-1%$1.2M$1.2M+$32.1K2026-10-13
Appleton Partners Inc
DECREASED10,84510,867-220%$1.2M$1.2K-$1.2M2026-10-30
Arta Finance Wealth Management LLC
DECREASED10,80320,577-9,774-47%$2.2M$1.2M-$1.0M2026-10-28
Ascentis Independent Advisors
NEW10,600—+10,600——$1.2M—2026-11-03
Cullen Capital Management, LLC
DECREASED10,58476,370-65,786-86%$8.2M$1.2M-$7.0M2026-11-10
MN Wealth Advisors, LLC
INCREASED10,5509,171+1,379+15%$982.5K$1.2M+$188.2K2026-10-23
Jacobi Capital Management LLC
INCREASED10,44510,002+443+4%$1.1M$1.2M+$87.6K2026-11-05
IFG Advisory, LLC
INCREASED10,4179,979+438+4%$1.1M$1.2M+$86.9K2026-11-09
Avidian Wealth Enterprises, LLC
DECREASED10,37111,248-877-8%$1.2M$1.2M-$54.1K2026-10-08
Belpointe Asset Management LLC
INCREASED10,2829,938+344+3%$1.1M$1.1M+$76.3K2026-11-09
111 Capital
DECREASED10,18327,441-17,258-63%$2.9M$1.1M-$1.8M2026-11-03
Schnieders Capital Management, Llc.
UNCHANGED10,18310,18300%$1.1M$1.1M+$39.1K2026-11-09
Prospera Financial Services Inc
INCREASED10,1499,584+565+6%$1.0M$1.0M-$12.8K2026-11-04
Strategic Blueprint, LLC
INCREASED10,0958,843+1,252+14%$947.4K$1.1M+$172.9K2026-10-22
Occidental Asset Management, LLC
INCREASED9,9599,452+507+5%$1.0M$1.1M+$92.5K2026-11-05
Connecticut Wealth Management, LLC
DECREASED9,79910,324-525-5%$1.1M$1.1M-$18.6K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED9,66110,855-1,194-11%$1.2M$1.1M-$90.8K2026-10-13
Toews Corp
UNCHANGED9,6009,60000%$1.0M$1.1M+$36.9K2026-11-09
Avior Wealth Management, LLC
DECREASED9,57911,043-1,464-13%$1.2M$1.1M-$120.0K2026-10-13
Blue Fin Capital, Inc.
INCREASED9,5718,456+1,115+13%$905.9K$1.1M+$156.2K2026-10-28
Investment Management Corp
INCREASED9,5029,375+127+1%$1.0M$1.1M+$50.1K2026-11-03
Savant Capital, LLC
DECREASED9,36517,429-8,064-46%$1.9M$1.0M-$860.3K2026-11-06
A. D. Beadell Investment Counsel, Inc.
DECREASED9,32511,780-2,455-21%$1.3K$1.0K-$2282026-10-14
Beaumont Financial Advisors, LLC
INCREASED9,3129,311+1+0%$997.5K$1.0M+$35.9K2026-10-22
Clearstead Advisors, LLC
INCREASED9,1395,645+3,494+62%$604.7K$1.0M+$409.4K2026-11-06
Focus Financial Network, Inc.
INCREASED9,0978,892+205+2%$952.6K$1.0M+$56.9K2026-10-14
Exchange Traded Concepts, LLC
DECREASED9,082444,232-435,150-98%$47.6M$1.0M-$46.6M2026-10-28
Sigma Planning Corp
DECREASED8,9099,186-277-3%$984.0K$989.2K+$5.1K2026-10-23
Magnolia Capital Management LTD
UNCHANGED8,8918,89100%$952$987+$352026-10-09
Ridgepath Capital Management LLC
UNCHANGED8,8358,83500%$946.5K$980.4K+$33.9K2026-10-29
Pines Wealth Management, LLC
INCREASED8,8108,202+608+7%$878.7K$977.7K+$99.0K2026-10-21
Wedmont Private Capital
INCREASED8,8078,674+133+2%$968.4K$987.0K+$18.6K2026-10-09
Larson Financial Group LLC
INCREASED8,7578,326+431+5%$891.9K$971.7K+$79.8K2026-11-05
Univest Financial Corp
DECREASED8,74410,272-1,528-15%$1.1M$970.4K-$130.1K2026-11-05
Ironwood Investment Counsel, LLC
INCREASED8,6988,621+77+1%$923.6K$965.2K+$41.6K2026-11-10
Onyx Bridge Wealth Group LLC
DECREASED8,63811,760-3,122-27%$1.3M$958.5K-$301.3K2026-10-16
Loudon Investment Management, LLC
UNCHANGED8,6258,62500%$924.0K$957.1K+$33.1K2026-11-06
Jm2 Capital Inc.
INCREASED8,6168,480+136+2%$908.4K$956.1K+$47.7K2026-10-14
SP Asset Management LLC
INCREASED8,4308,404+26+0%$900.4K$935.5K+$35.1K2026-11-05
Lotus Asset Management LLC
UNCHANGED8,4298,42900%$902.9K$935.3K+$32.4K2026-10-14
MKT Advisors LLC
INCREASED8,3408,158+182+2%$905.7K$934.7K+$29.0K2026-10-20
Rockingstone Advisors LLC
UNCHANGED8,3188,31800%$891.1K$923.0K+$31.9K2026-10-16
Russell Investments Group, Ltd.
DECREASED8,1878,351-164-2%$894.6K$908.5K+$13.8K2026-11-06
Richardson Financial Services Inc.
DECREASED8,1878,264-77-1%$885.3K$908.5K+$23.2K2026-10-30
OAK Family Advisors, LLC
DECREASED8,1228,572-450-5%$918.3K$901.3K-$17.0K2026-10-19
Moors & Cabot, Inc.
DECREASED8,1069,802-1,696-17%$1.1M$899.5K-$150.6K2026-11-06
Fulton Bank, N.A.
INCREASED8,0137,866+147+2%$842.7K$889.2K+$46.5K2026-10-14
Moulton Wealth Management, Inc
DECREASED7,9528,030-78-1%$883.6K$874.3K-$9.3K2026-10-13
Channel Wealth LLC
NEW7,933—+7,933——$880.3K—2026-11-06
Private Trust Co NA
DECREASED7,9278,587-660-8%$920.0K$879.7K-$40.3K2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED7,9027,242+660+9%$775.8K$876.9K+$101.1K2026-10-30
Hopwood Financial Services, Inc.
UNCHANGED7,8987,89800%$846.1K$876.4K+$30.3K2026-10-29
Glenview Trust Co
DECREASED7,8758,584-709-8%$919.6K$873.9K-$45.7K2026-10-28
MMA Asset Management LLC
DECREASED7,6648,895-1,231-14%$952.9K$850.5K-$102.4K2026-11-02
Central Trust Co
DECREASED7,6577,694-370%$824.3K$849.7K+$25.4K2026-11-05
Capstone Wealth Management Group, Inc.
DECREASED7,6467,871-225-3%$843.2K$848.5K+$5.3K2026-10-19
NBT Bank, N.A.
UNCHANGED7,6397,63900%$818.4K$847.7K+$29.3K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED7,6153,017+4,598+152%$323.2K$845.1K+$521.9K2026-10-22
Brighton Jones LLC
INCREASED7,6127,504+108+1%$803.9K$844.7K+$40.8K2026-11-03
Duncker Streett & Co Inc
INCREASED7,5677,022+545+8%$752.3K$839.7K+$87.4K2026-10-27
Childress Capital Advisors, LLC
UNCHANGED7,5587,55800%$809.7K$838.7K+$29.0K2026-10-28
Rockland Trust Co
INCREASED7,4657,395+70+1%$792.2K$828.4K+$36.2K2026-10-05
Verus Capital Partners, LLC
INCREASED7,3996,777+622+9%$726.0K$821.1K+$95.0K2026-11-03
Peoples Financial Services Corp.
DECREASED7,3087,570-262-3%$811.0K$811.0K-$52026-10-20
Wealthfront Advisers LLC
INCREASED7,2776,858+419+6%$734.7K$807.5K+$72.8K2026-11-09
Summit Securities Group LLC
DECREASED7,25517,625-10,370-59%$1.9M$805.1K-$1.1M2026-11-05
Meridian Wealth Management, LLC
INCREASED7,2156,688+527+8%$716.5K$800.7K+$84.1K2026-11-05
First Business Financial Services, Inc.
DECREASED7,0577,317-260-4%$783.9K$783.1K-$7552026-10-29
Guardian Asset Advisors, LLC
DECREASED7,0309,227-2,197-24%$988.6K$780.6K-$208.0K2026-10-16
Tompkins Financial Corp
UNCHANGED7,0007,00000%$749.9K$776.8K+$26.9K2026-10-05
Busey Bank
DECREASED6,9827,283-301-4%$780.2K$774.8K-$5.4K2026-10-26
Scotia Capital Inc.
DECREASED6,9757,224-249-3%$773.9K$774.0K+$1032026-11-10
Lunt Capital Management, Inc.
NEW6,940—+6,940——$770.1K—2026-10-30
SVB Wealth LLC
DECREASED6,9239,653-2,730-28%$1.0M$768.2K-$265.9K2026-11-06
DDD Partners, LLC
DECREASED6,8847,459-575-8%$799.1K$763.9K-$35.1K2026-11-02
Argent Trust Co
DECREASED6,8067,265-459-6%$778.3K$755.3K-$23.0K2026-11-09
Correct Capital Wealth Management
UNCHANGED6,8016,80100%$728.6K$754.7K+$26.1K2026-11-02
Florida Financial Advisors, LLC
DECREASED6,7879,917-3,130-32%$1.1M$753.2K-$309.3K2026-11-09
Banco Santander, S.A.
DECREASED6,77412,278-5,504-45%$1.3M$751.7K-$563.6K2026-11-10
Howard Capital Management Group, LLC
UNCHANGED6,7676,76700%$724.9K$750.9K+$26.0K2026-10-16
jvl associates llc
UNCHANGED6,6256,62500%$709.7K$735.2K+$25.4K2026-10-09
Gateway Investment Advisers LLC
NEW6,613—+6,613——$733.8K—2026-10-13
Founders Grove Wealth Partners, LLC
DECREASED6,5466,618-72-1%$709.0K$726.5K+$17.4K2026-10-16
Ascent Group, LLC
INCREASED6,4825,165+1,317+26%$553.3K$719.3K+$166.0K2026-10-30
Van Cleef Asset Management,Inc
DECREASED6,4737,749-1,276-16%$830.1K$718.4K-$111.8K2026-10-20
United Advisor Group, LLC
INCREASED6,3396,046+293+5%$647.8K$703.5K+$55.7K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED6,2706,570-300-5%$703.8K$695.8K-$8.1K2026-10-23
Kaizen Financial Strategies
INCREASED6,2426,240+2+0%$684.8K$692.6K+$7.8K2026-10-09
Fourpath Capital Management, LLC
DECREASED6,1876,746-559-8%$722.7K$686.5K-$36.2K2026-10-19
Beacon Financial Advisory LLC
DECREASED6,1396,340-201-3%$679.2K$681.3K+$2.0K2026-10-16
Csenge Advisory Group
DECREASED6,1246,323-199-3%$677.4K$679.6K+$2.2K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED6,0886,039+49+1%$646.9K$675.5K+$28.6K2026-10-26
Golden State Wealth Management, LLC
DECREASED6,0866,110-240%$654.6K$675.5K+$20.9K2026-11-02
Adirondack Trust Co
DECREASED5,9866,422-436-7%$688.0K$664.2K-$23.7K2026-10-14
Burford Brothers, Inc.
DECREASED5,9786,409-431-7%$686.6K$663.3K-$23.3K2026-10-21
Asset One Wealth Management LLC
DECREASED5,9326,825-893-13%$773.8K$658.3K-$115.5K2026-11-02
Mystic Asset Management, Inc.
INCREASED5,9255,880+45+1%$629.9K$657.5K+$27.6K2026-10-15
YHB Investment Advisors, Inc.
INCREASED5,8682,432+3,436+141%$260.5K$651.2K+$390.6K2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED5,8193,601+2,218+62%$385.8K$645.7K+$260.0K2026-10-20
Fearless Solutions, LLC dba Best Invest
DECREASED5,8116,228-417-7%$667.2K$644.8K-$22.4K2026-10-14
Aprio Wealth Management, LLC
INCREASED5,7915,784+7+0%$619.7K$642.7K+$23.0K2026-10-28
Perigon Wealth Management, LLC
INCREASED5,7445,607+137+2%$600.7K$637.4K+$36.7K2026-10-22
Penobscot Wealth Management
DECREASED5,7275,783-56-1%$619.6K$635.6K+$16.0K2026-10-21
Regions Financial Corp
INCREASED5,6394,595+1,044+23%$492.3K$625.8K+$133.5K2026-11-05
Washington Growth Strategies LLC
UNCHANGED5,5695,56900%$596.6K$618.0K+$21.4K2026-10-19
Partners Wealth Management, LLC
NEW5,538—+5,538——$614.6K—2026-10-28
Midwest Trust Co
DECREASED5,4805,680-200-4%$608.5K$608.1K-$3822026-10-22
Edgestream Partners, L.P.
NEW5,471—+5,471——$607.1K—2026-11-10
Legacy Private Trust Co.
DECREASED5,4657,969-2,504-31%$853.7K$606.5K-$247.3K2026-10-06
Sather Financial Group Inc
INCREASED5,4545,438+16+0%$582.6K$605.2K+$22.7K2026-10-30
First Citizens Bank & Trust Co
DECREASED5,4535,559-106-2%$595.5K$605.1K+$9.6K2026-10-14
McAdam, LLC
INCREASED5,4175,227+190+4%$559.9K$601.1K+$41.2K2026-10-21
RCW Management, LLC
UNCHANGED5,3675,36700%$575.0K$595.6K+$20.6K2026-10-30
Barnes Wealth Management Group, Inc
DECREASED5,3646,532-1,168-18%$699.8K$595.2K-$104.5K2026-11-09
Legacy Edge Advisors, LLC
INCREASED5,3443,844+1,500+39%$411.8K$593.0K+$181.2K2026-11-06
Leavell Investment Management, Inc.
DECREASED5,3416,605-1,264-19%$707.6K$592.7K-$114.9K2026-11-09
Gryphon Financial Partners LLC
DECREASED5,2995,416-117-2%$580.2K$588.0K+$7.8K2026-11-04
Elevated Capital Advisors, LLC
DECREASED5,2987,724-2,426-31%$827.5K$587.9K-$239.6K2026-11-04
Nixon Peabody Trust Co
UNCHANGED5,2005,20000%$557.1K$577.0K+$20.0K2026-10-23
Caldwell Trust Co
DECREASED5,1985,283-85-2%$566.0K$576.8K+$10.9K2026-10-30
Legacy Capital Group California, Inc.
DECREASED5,1745,421-247-5%$580.7K$574.1K-$6.6K2026-11-09
Apollon Wealth Management, LLC
DECREASED5,1577,003-1,846-26%$750.3K$572.2K-$178.0K2026-10-23
Chicago Trust Co NA
DECREASED5,0825,182-100-2%$555.1K$563.9K+$8.8K2026-10-28
Ifrah Financial Services, Inc.
DECREASED5,0167,258-2,242-31%$777.6K$556.7K-$220.9K2026-10-13
Wealthgarden F.S. LLC
DECREASED4,9605,030-70-1%$538.8K$550.4K+$11.6K2026-11-09
Hardy Reed LLC
UNCHANGED4,9344,93400%$528.6K$547.5K+$18.9K2026-11-06
Elevatus Welath Management
INCREASED4,8694,855+14+0%$520.1K$540.3K+$20.2K2026-10-19
Destiny Wealth Partners, LLC
INCREASED4,8334,815+18+0%$521.2K$484.6K-$36.6K2026-11-05
Wesbanco Bank Inc
INCREASED4,7934,752+41+1%$509.1K$531.9K+$22.8K2026-11-04
Manchester Capital Management LLC
UNCHANGED4,7334,73300%$507.0K$525.2K+$18.2K2026-10-22
Agate Pass Investment Management, LLC
DECREASED4,6905,688-998-18%$609.4K$520.4K-$88.9K2026-10-20
First Horizon Corp
UNCHANGED4,6384,63800%$496.9K$514.7K+$17.8K2026-10-26
Essex Bank
UNCHANGED4,6344,63400%$496.4K$514.2K+$17.8K2026-10-16
Mission Wealth Management, LP
DECREASED4,6234,716-93-2%$505.3K$513.0K+$7.8K2026-10-15
Access Financial Services, Inc.
DECREASED4,5685,277-709-13%$565.3K$506.9K-$58.4K2026-11-09
Arrow Financial Corp
UNCHANGED4,5354,53500%$485.8K$503.2K+$17.4K2026-10-26
Trust Point Inc.
UNCHANGED4,5244,52400%$484.7K$502.0K+$17.4K2026-10-27
Monetary Solutions, Ltd
DECREASED4,5064,931-425-9%$528.3K$500.0K-$28.2K2026-10-22
Valeo Financial Advisors, LLC
INCREASED4,4824,454+28+1%$477.2K$497.4K+$20.2K2026-10-08
Visionary Wealth Advisors
DECREASED4,4364,945-509-10%$529.8K$492.3K-$37.5K2026-11-04
Garrett Wealth Advisory Group, LLC
UNCHANGED4,4284,42800%$474.4K$491.4K+$17.0K2026-10-22
Plancorp, LLC
NEW4,397—+4,397——$439.2K—2026-11-03
One Day In July LLC
DECREASED4,3724,451-79-2%$476.8K$485.2K+$8.3K2026-10-30
Kanawha Capital Management LLC
UNCHANGED4,3704,37000%$468.2K$484.9K+$16.8K2026-10-19
Centennial Wealth Advisory LLC
INCREASED4,3464,211+135+3%$451.1K$482.3K+$31.2K2026-10-16
Fragasso Financial Advisors Inc
DECREASED4,3434,540-197-4%$486.3K$479.3K-$7.0K2026-10-13
MGO One Seven LLC
DECREASED4,3327,615-3,283-43%$815.8K$480.8K-$335.0K2026-10-28
First United Bank & Trust
DECREASED4,3064,444-138-3%$476.1K$477.8K+$1.8K2026-10-22
Value Investment Professionals, LLC
UNCHANGED4,2844,28400%$458.9K$475.4K+$16.5K2026-10-13
Citizens Financial Group Inc
INCREASED4,2503,968+282+7%$425.1K$471.6K+$46.6K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED4,2024,218-160%$451.9K$466.3K+$14.4K2026-10-23
PW Nova Financial Services LLC
DECREASED4,2014,709-508-11%$504.5K$466.2K-$38.3K2026-10-15
Swmg, LLC
INCREASED4,1494,105+44+1%$457.5K$445.7K-$11.8K2026-10-23
Retirement Planning Group, LLC
UNCHANGED4,1384,13800%$443.3K$459.2K+$15.9K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED4,1014,282-181-4%$458.7K$455.1K-$3.6K2026-10-05
Concord Wealth Partners
INCREASED4,0452,438+1,607+66%$261.2K$448.9K+$187.7K2026-11-02
Freestone Capital Holdings, LLC
NEW4,017—+4,017——$445.8K—2026-11-09
Astra Wealth Partners LLC
DECREASED4,0055,532-1,527-28%$592.6K$444.4K-$148.2K2026-11-06
First Financial Bankshares Inc
NEW4,000—+4,000——$443.9K—2026-11-10
Balefire, LLC
INCREASED3,9163,745+171+5%$401.2K$434.6K+$33.4K2026-10-09
Investment Management Trust, LLC
INCREASED3,8952,883+1,012+35%$308.8K$432.3K+$123.4K2026-11-05
Chicago Partners Investment Group LLC
INCREASED3,8652,623+1,242+47%$276.4K$407.8K+$131.4K2026-10-27
Elevation Wealth Management LLC
INCREASED3,8533,690+163+4%$395.3K$427.6K+$32.3K2026-11-02
Money Concepts Capital Corp
INCREASED3,8503,701+149+4%$396.5K$427.2K+$30.7K2026-11-06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
DECREASED3,84566,320-62,475-94%$7.1M$426.7K-$6.7M2026-11-09
Indiana Trust & Investment Management Co
NEW3,840—+3,840——$426.1K—2026-10-22
Councilmark Asset Management, LLC
UNCHANGED3,8003,80000%$407.1K$421.7K+$14.6K2026-10-20
Curat Global, LLC
INCREASED3,7923,492+300+9%$406.7K$420.8K+$14.1K2026-10-26
Chilton Capital Management LLC
UNCHANGED3,7863,78600%$405.6K$420.1K+$14.5K2026-10-28
Concord Asset Management, LLC
INCREASED3,7802,173+1,607+74%$232.8K$419.5K+$186.7K2026-11-02
Arwa LLC
DECREASED3,7556,186-2,431-39%$696.9K$421.6K-$275.3K2026-10-21
Blue Trust, Inc.
INCREASED3,7263,444+282+8%$369.0K$413.5K+$44.6K2026-10-15
Total Wealth Planning & Management, Inc.
NEW3,720—+3,720——$412.8K—2026-10-23
Greystone Financial Group, LLC
INCREASED3,7153,653+62+2%$391.3K$412.2K+$20.9K2026-10-26
Penobscot Investment Management Company, Inc.
DECREASED3,6703,756-86-2%$402.4K$407.3K+$4.9K2026-10-26
Lake Street Private Wealth, LLC
DECREASED3,6403,651-110%$391.2K$403.9K+$12.7K2026-10-22
Diversify Wealth Management, LLC
DECREASED3,6294,080-451-11%$439.3K$408.1K-$31.2K2026-10-20
Diversify Advisory Services, LLC
DECREASED3,6294,080-451-11%$439.3K$408.1K-$31.2K2026-10-20
Vertrix Wealth Management, LLC
INCREASED3,6032,326+1,277+55%$249.2K$399.8K+$150.6K2026-10-13
Lanark Financial, Inc.
INCREASED3,4891,872+1,617+86%$200.6K$387.2K+$186.7K2026-10-26
Facet Wealth, Inc.
INCREASED3,4593,257+202+6%$348.9K$383.8K+$34.9K2026-11-04
First National Trust Co
INCREASED3,4521,976+1,476+75%$211.7K$383.1K+$171.4K2026-10-28
Baker Avenue Asset Management, LP
DECREASED3,41848,791-45,373-93%$5.2M$379.3K-$4.8M2026-11-06
Coyle Financial Counsel LLC
UNCHANGED3,4133,41300%$365.6K$378.7K+$13.1K2026-10-28
Amplius Wealth Advisors, LLC
UNCHANGED3,3973,39700%$363.9K$377.0K+$13.0K2026-10-20
Creative Financial Designs Inc
DECREASED3,3936,307-2,914-46%$675.7K$376.5K-$299.1K2026-11-04
Americana Partners, LLC
DECREASED3,3893,856-467-12%$413.1K$376.1K-$37.1K2026-10-28
Arlington Financial Advisors, LLC
UNCHANGED3,3183,31800%$355.5K$368.2K+$12.7K2026-10-19
Park Place Capital Corp
UNCHANGED3,3073,30700%$354.3K$367.0K+$12.7K2026-11-09
Nautilus Advisors LLC
INCREASED3,2722,704+568+21%$301.8K$363.1K+$61.3K2026-10-07
Waystone Advisors LLC
UNCHANGED3,2573,25700%$348.9K$348.9K$02026-10-16
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED3,2543,25400%$348.6K$361.1K+$12.5K2026-11-09
SkyOak Wealth, LLC
UNCHANGED3,2233,22300%$345.3K$357.7K+$12.4K2026-10-28
VCI Wealth Management LLC
NEW3,217—+3,217——$357.0K—2026-10-29
Eastern Bank
DECREASED3,2153,400-185-5%$364.2K$356.8K-$7.5K2026-10-05
Midwest Financial Group LLC
DECREASED3,1883,224-36-1%$345.4K$353.8K+$8.4K2026-10-15
BLB&B Advisors, LLC
DECREASED3,1493,452-303-9%$369.8K$349.4K-$20.4K2026-10-27
Pettinga Financial Advisors LLC
DECREASED3,1353,910-775-20%$418.9K$347.9K-$71.0K2026-10-13
BAM Wealth Management, LLC
NEW3,118—+3,118——$346.0K—2026-10-15
Goodman Advisory Group, LLC
DECREASED3,1175,241-2,124-41%$561.4K$345.9K-$215.6K2026-11-02
Unique Wealth, LLC
INCREASED3,0872,854+233+8%$305.8K$342.6K+$36.8K2026-10-16
University of Texas S AM Investment Management Co
INCREASED3,0832,065+1,018+49%$221.2K$342.1K+$120.9K2026-11-03
Thompson Davis & Co., Inc.
DECREASED3,0663,162-96-3%$338.7K$340.2K+$1.5K2026-11-05
Xcel Wealth Management, LLC
UNCHANGED3,0593,05900%$327.7K$339.5K+$11.7K2026-10-26
Stenger Family Office, LLC
DECREASED3,0093,013-40%$322.8K$337.9K+$15.1K2026-10-22
Ballast Rock Private Wealth LLC
INCREASED2,9822,979+3+0%$319.1K$330.9K+$11.8K2026-10-26
KDK Private Wealth Management, LLC
UNCHANGED2,9672,96700%$317.9K$329.2K+$11.4K2026-11-03
Walsh & Associates, LLC
DECREASED2,9213,332-411-12%$357.0K$324.2K-$32.8K2026-11-09
True Link Financial Advisors, LLC
DECREASED2,9072,924-17-1%$313.2K$322.6K+$9.3K2026-10-27
Allworth Financial LP
INCREASED2,8812,529+352+14%$270.9K$308.6K+$37.7K2026-11-06
May Hill Capital, LLC
INCREASED2,8642,695+169+6%$288.7K$317.8K+$29.1K2026-11-03
Bokf, NA
UNCHANGED2,8582,85800%$306.2K$317.2K+$11.0K2026-10-27
SC&H Financial Advisors, Inc.
UNCHANGED2,8562,85600%$306.0K$316.9K+$11.0K2026-10-14
Successful Portfolios LLC
INCREASED2,7812,671+110+4%$298.1K$310.3K+$12.2K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED2,7401,936+804+42%$207.4K$304.1K+$96.7K2026-10-29
PFG Advisors
DECREASED2,7273,053-326-11%$327.1K$302.6K-$24.5K2026-10-16
AmeriServ Wealth Advisors
DECREASED2,7253,790-1,065-28%$406.0K$302.4K-$103.6K2026-10-21
Sterling Investment Management, LLC
INCREASED2,7152,687+28+1%$287.9K$301.3K+$13.4K2026-10-16
LVW Advisors, LLC
UNCHANGED2,7132,71300%$290.6K$301.1K+$10.4K2026-10-19
CrossGen Wealth, LLC
INCREASED2,7062,704+2+0%$289.7K$300.3K+$10.6K2026-10-30
Brady Family Wealth, LLC
UNCHANGED2,6872,68700%$287.9K$298.2K+$10.3K2026-11-02
Mitchell Sinkler & Starr
UNCHANGED2,6702,67000%$286.0K$296.3K+$10.3K2026-10-13
FCG Investment Co
INCREASED2,6592,565+94+4%$274.8K$295.1K+$20.3K2026-10-13
Ring Mountain Capital, LLC
DECREASED2,6482,699-51-2%$289.1K$293.8K+$4.7K2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED2,6433,186-543-17%$341.3K$293.3K-$48.0K2026-10-19
Sageworth Trust Co
UNCHANGED2,6342,63400%$282.2K$292.3K+$10.1K2026-10-30
Accel Wealth Management
DECREASED2,6252,730-105-4%$292.5K$291.3K-$1.2K2026-10-13
Nadler Financial Group, Inc.
DECREASED2,5902,795-205-7%$299.4K$287.4K-$12.0K2026-10-23
Mirador Capital Partners LP
DECREASED2,5616,400-3,839-60%$685.6K$284.2K-$401.5K2026-10-09
Harbor Asset Planning, Inc.
INCREASED2,5562,550+6+0%$273.0K$283.7K+$10.7K2026-10-23
BIP Wealth, LLC
DECREASED2,5402,589-49-2%$277.3K$281.8K+$4.5K2026-10-22
Camelot Technology Advisors, Inc.
INCREASED2,5392,513+26+1%$269.2K$281.7K+$12.5K2026-10-09
PCG Asset Management, LLC
DECREASED2,50018,412-15,912-86%$2.0M$277.4K-$1.7M2026-11-05
NWF Advisory Services Inc.
INCREASED2,4982,378+120+5%$254.8K$277.2K+$22.4K2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED2,4942,49400%$267.2K$276.8K+$9.6K2026-11-10
Fund Evaluation Group, LLC
NEW2,491—+2,491——$276.4K—2026-11-05
Acropolis Investment Management, LLC
INCREASED2,4672,464+3+0%$264.0K$273.7K+$9.7K2026-10-08
Byrne Asset Management LLC
DECREASED2,4642,474-100%$265.0K$270.9K+$5.9K2026-10-06
Ironwood Financial, llc
DECREASED2,4622,514-52-2%$280.5K$273.2K-$7.3K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW2,450—+2,450——$271.9K—2026-10-27
Waldron Private Wealth LLC
DECREASED2,4304,977-2,547-51%$533.1K$269.5K-$263.5K2026-11-02
Aries Wealth Management
UNCHANGED2,4292,42900%$260.2K$269.5K+$9.3K2026-10-23
Crestwood Advisors Group, LLC
DECREASED2,3952,422-27-1%$259.5K$265.8K+$6.2K2026-10-27
Tranquility Partners, LLC
DECREASED2,3932,429-36-1%$260.2K$265.6K+$5.3K2026-10-20
BCS Wealth Management
UNCHANGED2,3582,35800%$252.6K$261.7K+$9.1K2026-11-03
Purewater Capital LLC
DECREASED2,3322,420-88-4%$259.3K$258.7K-$5492026-10-23
Gamma Investing LLC
INCREASED2,3242,198+126+6%$235.5K$257.9K+$22.4K2026-10-08
Montecito Bank & Trust
UNCHANGED2,3182,31800%$248.3K$257.2K+$8.9K2026-10-01
Whitener Capital Management, Inc.
NEW2,296—+2,296——$254.8K—2026-10-15
Fjell Capital, LLC
INCREASED2,2922,225+67+3%$238.4K$254.3K+$16.0K2026-10-13
Straight Path Wealth Management
INCREASED2,2792,125+154+7%$227.7K$252.9K+$25.2K2026-10-23
Altura Wealth Advisors Inc.
NEW2,273—+2,273——$252.2K—2026-10-22
Axxcess Wealth Management, LLC
DECREASED2,25363,738-61,485-96%$6.8M$250.1K-$6.6M2026-10-21
Bernicke Wealth Management, Ltd.
NEW2,237—+2,237——$248.3K—2026-11-06
Narus Financial Partners, LLC
DECREASED2,2242,260-36-2%$242.2K$246.8K+$4.6K2026-10-19
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,2102,21000%$236.8K$245.2K+$8.5K2026-10-15
Creative Capital Management Investments LLC
UNCHANGED2,1982,19800%$235.5K$243.9K+$8.4K2026-10-28
Bridges Investment Management Inc
NEW2,184—+2,184——$242.4K—2026-11-10
Wedbush Securities Inc
DECREASED2,1575,313-3,156-59%$569.0K$239-$568.8K2026-10-22
Lpwm LLC
INCREASED2,1532,092+61+3%$224.1K$238.9K+$14.8K2026-10-20
Fortis Group Advisors, LLC
INCREASED2,1452,069+76+4%$221.7K$214.3K-$7.4K2026-11-06
Manske Wealth Management
UNCHANGED2,1202,12000%$227.1K$235.3K+$8.1K2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED2,1002,10000%$225.0K$233.0K+$8.1K2026-10-14
Wetzel Investment Advisors, Inc.
INCREASED2,0962,051+45+2%$219.7K$232.6K+$12.9K2026-10-13
Vestor Capital, LLC
DECREASED2,0906,174-4,084-66%$1.4K$409-$9542026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED2,0704,623-2,553-55%$495.2K$229.7K-$265.5K2026-11-04
Triad Wealth Partners, LLC
INCREASED2,0671,978+89+5%$220.2K$229.4K+$9.2K2026-10-26
Petros Family Wealth, LLC
DECREASED2,0592,065-60%$221.2K$228.5K+$7.3K2026-10-28
Teamwork Financial Advisors, LLC
UNCHANGED2,0562,05600%$220.3K$228.2K+$7.9K2026-10-19
CRA Financial Services, LLC
UNCHANGED2,0532,05300%$219.9K$227.8K+$7.9K2026-10-16
SAX Wealth Advisors, LLC
INCREASED2,0522,009+43+2%$222.7K$227.7K+$5.0K2026-10-13
W.H. Cornerstone Investments Inc.
INCREASED2,0082,001+7+0%$214.4K$222.8K+$8.4K2026-11-03
Graves Light Lenhart Wealth, Inc.
UNCHANGED1,9981,99800%$214.0K$221.7K+$7.7K2026-10-09
Blackston Financial Advisory Group, LLC
NEW1,983—+1,983——$220.1K—2026-11-04
VestGen Advisors, LLC
DECREASED1,9672,916-949-33%$312.4K$218.3K-$94.1K2026-10-27
NBH Bank
UNCHANGED1,9371,93700%$207.5K$214.9K+$7.4K2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED1,9301,93000%$206.8K$214.2K+$7.4K2026-10-05
Kennicott Capital Management LLC
DECREASED1,9151,968-53-3%$210.8K$212.5K+$1.7K2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED1,9141,91400%$205.0K$211.3K+$6.2K2026-10-27
Nicholas Hoffman & Company, Llc.
DECREASED1,9102,095-185-9%$224.4K$212.0K-$12.5K2026-10-30
Key FInancial Inc
UNCHANGED1,9091,90900%$204.5K$211.8K+$7.3K2026-11-02
Central Valley Advisors, LLC
UNCHANGED1,8861,88600%$202.0K$209.3K+$7.2K2026-10-27
M.E. Allison & Co., Inc.
UNCHANGED1,8851,88500%$202.0K$209.2K+$7.3K2026-10-09
Ehrlich Financial Group
DECREASED1,8811,887-60%$202.2K$208.7K+$6.6K2026-10-20
Goelzer Investment Management, Inc.
DECREASED1,8732,692-819-30%$288.4K$207.8K-$80.5K2026-10-16
Clark Asset Management, LLC
DECREASED1,8612,041-180-9%$218.7K$206.5K-$12.1K2026-10-19
Optivise Advisory Services LLC
DECREASED1,8431,902-59-3%$203.7K$204.5K+$7912026-10-19
Armstrong Advisory Group, Inc
INCREASED1,8411,604+237+15%$171.8K$204.3K+$32.5K2026-10-09
Intelligence Driven Advisers, LLC
DECREASED1,8351,947-112-6%$208.6K$203.6K-$5.0K2026-10-09
JFS Wealth Advisors, LLC
INCREASED1,8351,832+3+0%$196.3K$203.6K+$7.4K2026-11-03
Cape ANN Savings Bank
NEW1,831—+1,831——$203.2K—2026-11-09
Iams Wealth Management, LLC
DECREASED1,8217,031-5,210-74%$753.5K$202.1K-$551.4K2026-10-15
Brandywine OAK Private Wealth LLC
NEW1,817—+1,817——$201.6K—2026-10-23
Artesa Financial Group, LLC
NEW1,816—+1,816——$201.5K—2026-10-29
InTrack Investment Management Inc
NEW1,809—+1,809——$200.8K—2026-10-15
Certuity, LLC
INCREASED1,7331,501+232+15%$160.8K$192.3K+$31.5K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED1,6961,561+135+9%$167.2K$188.2K+$21.0K2026-11-04
Deutsche Bank Ag\
DECREASED1,6342,258-624-28%$241.9K$181.3K-$60.6K2026-11-06
Townsend Asset Management Corp
INCREASED1,584403+1,181+293%$43.2K$175.8K+$132.5K2026-10-29
Sherman Asset Management, Inc.
DECREASED1,5473,811-2,264-59%$408.3K$171.7K-$236.6K2026-11-05
Mosley Wealth Management
DECREASED1,5421,850-308-17%$198.2K$173.4K-$24.8K2026-10-16
UMB Bank, n.a.
UNCHANGED1,4491,44900%$155.2K$160.8K+$5.6K2026-11-06
Parallel Advisors, LLC
UNCHANGED1,4001,40000%$150.0K$155.4K+$5.4K2026-11-03
MV Capital Management, Inc.
UNCHANGED1,3861,38600%$148.5K$153.8K+$5.3K2026-10-29
Marshall & Sterling Wealth Advisors Inc.
NEW1,382—+1,382——$153.4K—2026-10-28
Bayban
UNCHANGED1,3551,35500%$145.2K$145.2K$02026-11-05
Financial Management Professionals, Inc.
NEW1,283—+1,283——$142.4K—2026-10-23
Bangor Savings Bank
UNCHANGED1,2671,26700%$135.7K$140.6K+$4.9K2026-10-06
Sava Infond d.o.o.
UNCHANGED1,2501,25000%$133.9K$138.7K+$4.8K2026-10-28
City Holding Co
INCREASED1,2001,065+135+13%$114.1K$133.2K+$19.1K2026-10-19
Global Trust Asset Management, LLC
UNCHANGED1,1801,18000%$126.4K$130.9K+$4.5K2026-10-19
Signaturefd, LLC
INCREASED1,1481,007+141+14%$107.8K$127.3K+$19.5K2026-10-23
SJS Investment Consulting Inc.
UNCHANGED1,0851,08500%$116.2K$120.4K+$4.2K2026-10-26
Rossby Financial, LCC
INCREASED1,084271+813+300%$29.0K$120.3K+$91.3K2026-11-05
Root Financial Partners, LLC
NEW1,077—+1,077——$119.5K—2026-10-21
Barnes Dennig Private Wealth Management LLC
INCREASED1,071945+126+13%$101.2K$118.8K+$17.6K2026-10-30
Hantz Financial Services, Inc.
DECREASED1,0311,073-42-4%$115.0K$114-$114.9K2026-11-09
Rice Partnership, LLC
UNCHANGED1,0211,02100%$109.4K$113.3K+$3.9K2026-11-09
Independence Bank of Kentucky
DECREASED978989-11-1%$106.0K$108.5K+$2.6K2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED97297200%$104.1K$107.9K+$3.7K2026-11-09
Winch Advisory Services, LLC
INCREASED968965+3+0%$103.3K$107.4K+$4.0K2026-11-06
Financial Consulate, Inc
UNCHANGED96196100%$103.0K$106.6K+$3.7K2026-10-23
Investors Research Corp
UNCHANGED95195100%$101.9K$105.5K+$3.7K2026-10-07
StrongBox Wealth, LLC
INCREASED944942+2+0%$101.0K$104.8K+$3.8K2026-11-02
Activest Wealth Management
UNCHANGED91891800%$98.3K$101.9K+$3.6K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED917173+744+430%$18.5K$101.8K+$83.2K2026-10-30
Montag A & Associates Inc
DECREASED9021,221-319-26%$130.8K$100.1K-$30.7K2026-10-29
Bochk Asset Management Ltd
UNCHANGED90090000%$96.4K$99.9K+$3.5K2026-10-29
First Community Trust NA
UNCHANGED89689600%$96.0K$99.4K+$3.4K2026-10-07
Collier Financial
NEW869—+869——$96.4K—2026-11-06
Capital Investment Advisory Services, LLC
INCREASED868867+1+0%$92.9K$96.4K+$3.4K2026-10-30
Founders Financial Alliance, LLC
DECREASED8563,610-2,754-76%$386.7K$95.0K-$291.7K2026-11-10
Meramec Financial Planners, LLC
INCREASED80814+794+5671%$1.5K$84.7K+$83.2K2026-11-09
Paladin Advisory Group, LLC
UNCHANGED80780700%$86.5K$89.6K+$3.1K2026-11-09
Parkside Financial Bank & Trust
UNCHANGED80280200%$85.9K$89.0K+$3.1K2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED80180100%$85.8K$88.9K+$3.1K2026-11-03
Asset Management One Co., Ltd.
NEW800—+800——$88.8K—2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED779729+50+7%$78.1K$86.4K+$8.3K2026-11-04
Triumph Capital Management
INCREASED756744+12+2%$79.7K$83.9K+$4.2K2026-10-14
Compagnie Lombard Odier SCmA
DECREASED7445,394-4,650-86%$577.9K$82.6K-$495.3K2026-11-04
Nemes Rush Group LLC
INCREASED732731+1+0%$78.3K$81.3K+$2.9K2026-11-04
Bank of New Hampshire
DECREASED7311,171-440-38%$125.4K$81.1K-$44.3K2026-10-06
Harbor Investment Advisory, LLC
UNCHANGED72672600%$77.8K$80.6K+$2.8K2026-10-13
Valley Wealth Managers, Inc.
UNCHANGED72572500%$77.7K$80.5K+$2.8K2026-10-09
3Chopt Investment Partners, LLC
INCREASED685629+56+9%$67.4K$76.0K+$8.6K2026-10-30
Godsey & Gibb, Inc
UNCHANGED68368300%$73.2K$75.8K+$2.6K2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED682680+2+0%$72.9K$75.8K+$2.9K2026-10-27
Northstar Asset Management Co
UNCHANGED64564500%$68.6K$70.3K+$1.7K2026-10-22
Clayton Financial Group LLC
NEW584—+584——$64.8K—2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED57257200%$61.3K$63.5K+$2.2K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED564489+75+15%$52.4K$62.6K+$10.2K2026-10-07
Polaris Financial Partners
NEW562—+562——$63—2026-10-02
Wilmington Savings Fund Society, FSB
INCREASED553519+34+7%$55.6K$61.4K+$5.8K2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED54754700%$55.0K$61-$54.9K2026-11-04
Guardian Partners Inc.
UNCHANGED54554500%$58.4K$60.5K+$2.1K2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED53353300%$57.1K$59.1K+$2.0K2026-10-13
Mather Group, Llc.
INCREASED499133+366+275%$14.2K$55.4K+$41.1K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED49549500%$53.0K$54.9K+$1.9K2026-10-15
Sage Mountain Advisors LLC
UNCHANGED49349300%$52.8K$54.7K+$1.9K2026-11-02
Nova Financial LLC
NEW481—+481——$53.3K—2026-11-04
Signature Equity Partners, LLC
DECREASED480570-90-16%$61.0K$53.2K-$7.8K2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED47647600%$51.0K$52.9K+$1.8K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED46446400%$49.7K$51.5K+$1.8K2026-10-22
Mondrian Investment Partners LTD
NEW460—+460——$50.6K—2026-10-23
Align Financial, LLC
DECREASED452904-452-50%$96.8K$50.2K-$46.7K2026-10-16
Transce3nd, LLC
DECREASED452511-59-12%$57.0K$49.3K-$7.8K2026-10-26
Register Financial Advisors LLC
UNCHANGED43943900%$47.0K$48.7K+$1.7K2026-10-23
Community Bank, N.A.
DECREASED428482-54-11%$51.6K$47.5K-$4.1K2026-11-06
Archer Investment Corp
INCREASED405287+118+41%$30.7K$44.9K+$14.1K2026-11-05
Morse Asset Management, Inc
UNCHANGED40040000%$42.9K$44.4K+$1.5K2026-11-09
Quent Capital, LLC
INCREASED394367+27+7%$39.3K$41.3K+$2.0K2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED39139100%$41.9K$43.4K+$1.5K2026-10-21
SouthState Bank Corp
UNCHANGED38438400%$41.1K$42.6K+$1.5K2026-11-09
Roxbury Financial LLC
INCREASED381380+1+0%$40.7K$42.3K+$1.6K2026-10-01
United Community Bank
UNCHANGED38038000%$40.7K$42.2K+$1.5K2026-10-28
SBI Securities Co., Ltd.
DECREASED372417-45-11%$44.7K$41.3K-$3.4K2026-10-22
Mcdonald Partners LLC
NEW368—+368——$40.8K—2026-11-03
Fairway Wealth LLC
DECREASED356616-260-42%$66.0K$39.5K-$26.5K2026-10-30
Westside Investment Management, Inc.
UNCHANGED35635600%$38.1K$39.3K+$1.1K2026-11-02
Silvant Capital Management LLC
NEW355—+355——$39.4K—2026-11-09
Wilkerson Advisory Group LLC
UNCHANGED34234200%$36.6K$38.0K+$1.3K2026-10-20
Nfsg Corp
UNCHANGED33733700%$36.1K$37.3K+$1.3K2026-10-15
Avion Wealth
UNCHANGED32632600%$34$36+$22026-11-04
Capital Investment Counsel, Inc
UNCHANGED32532500%$34.8K$36.1K+$1.2K2026-10-20
Pacifica Partners Inc.
UNCHANGED32532500%$35.6K$35.7K+$1202026-10-09
Biltmore Family Office, LLC
INCREASED307267+40+15%$28.6K$34.1K+$5.5K2026-11-03
Pioneer Family Office, LLC
INCREASED299184+115+63%$19.7K$33.2K+$13.5K2026-10-30
BankChampaign, National Association
UNCHANGED29029000%$31.1K$32.2K+$1.1K2026-10-19
Birchwood Financial Partners, Inc.
NEW288—+288——$32.0K—2026-11-02
Cape Investment Advisory, Inc.
INCREASED268249+19+8%$26.7K$29.8K+$3.1K2026-10-13
Downshift Financial, LLC
UNCHANGED26826800%$28.7K$29.7K+$1.0K2026-10-13
Birch Financial Group, LLC
NEW254—+254——$28.2K—2026-10-27
Y.D. More Investments Ltd
DECREASED2301,381-1,151-83%$147.9K$25.5K-$122.4K2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED22622600%$24.2K$25.1K+$8682026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
NEW211—+211——$23.4K—2026-10-14
Birchbrook, Inc.
DECREASED200378-178-47%$40.5K$22.2K-$18.3K2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED20020000%$21.4K$22.2K+$7682026-10-15
Strive Financial Group,LLC
UNCHANGED20020000%$21.4K$22.2K+$7682026-11-09
Oakworth Capital, Inc.
UNCHANGED18518500%$20.3K$20.5K+$2272026-10-26
Luminist Capital LLC
DECREASED182210-28-13%$22.5K$20.2K-$2.3K2026-11-10
Brown, Lisle Ings, Inc.
INCREASED181114+67+59%$12.2K$20.1K+$7.9K2026-10-16
Pacific Center for Financial Services
UNCHANGED18018000%$19.3K$20.0K+$6912026-10-15
Versant Capital Management, Inc
UNCHANGED17617600%$18.9K$19.5K+$6762026-10-02
Asset Dedication, LLC
UNCHANGED16116100%$17.2K$17.9K+$6192026-11-03
Grove Bank & Trust
UNCHANGED15915900%$17.0K$17.6K+$6102026-10-08
American National Bank & Trust
UNCHANGED15315300%$16.4K$17.0K+$5892026-10-07
Costello Asset Management, Inc
INCREASED152151+1+1%$16.2K$16.8K+$6172026-10-30
Advocate Investing Services LLC
UNCHANGED15015000%$16.1K$16.6K+$5762026-10-26
Valley National Advisers Inc
UNCHANGED14714700%$15.7K$16.3K+$5642026-10-23
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED14714700%$15.7K$16.3K+$5642026-11-10
Nvwm, LLC
DECREASED145146-1-1%$15.6K$16.1K+$4502026-10-14
Latitude Advisors, LLC
NEW143—+143——$15.9K—2026-10-27
TD Private Client Wealth LLC
INCREASED141140+1+1%$15.0K$15.6K+$6492026-10-28
GGM Financial LLC
UNCHANGED13913900%$14.9K$15.5K+$5822026-11-05
Tounjian Advisory Partners, LLC
INCREASED1388+130+1625%$882$15.3K+$14.5K2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED136135+1+1%$40.3K$53.9K+$13.6K2026-10-19
Trust Co of Toledo NA
UNCHANGED13613600%$14.6K$15.1K+$5222026-10-16
Gladwyn Financial Advisors, Inc.
DECREASED134150-16-11%$16.1K$14.8K-$1.3K2026-10-05
Ascentis Wealth Management, LLC
NEW132—+132——$14.6K—2026-11-03
Eukles Asset Management
UNCHANGED13013000%$13.9K$14.4K+$4992026-11-04
Wagner Wealth Management, LLC
UNCHANGED11411400%$12.2K$12.7K+$4382026-10-21
Barrett & Company, Inc.
UNCHANGED11411400%$12.2K$12.7K+$4372026-10-22
Union Savings Bank
UNCHANGED10710700%$11.5K$11.9K+$4112026-10-14
Kingdom Financial Group Llc.
DECREASED105132-27-20%$14.2K$11.6K-$2.6K2026-11-04
Center for Financial Planning, Inc.
UNCHANGED10510500%$11.2K$11.7K+$4022026-10-26
Planning Strategies Inc.
UNCHANGED10010000%$10.7K$11.1K+$3842026-10-02
True Wealth Design, LLC
UNCHANGED10010000%$10.7K$11.1K+$3842026-10-13
Lodestone Wealth Management LLC
DECREASED9899-1-1%$10.6K$10.9K+$2812026-10-14
Central Pacific Bank - Trust Division
UNCHANGED949400%$10.1K$10.4K+$3612026-10-06
Geneos Wealth Management Inc.
DECREASED911,098-1,007-92%$117.6K$10.1K-$107.5K2026-11-09
Great Lakes Advisors, LLC
NEW77—+77——$8.5K—2026-11-06
New England Capital Financial Advisors LLC
NEW71—+71——$7.9K—2026-11-03
Tower View Wealth Management LLC
INCREASED6968+1+1%$7.3K$7.6K+$2872026-10-23
Philadelphia Investment Partners, LLC
DECREASED6869-1-1%$7.4K$7.6K+$1952026-11-09
N.E.W. Advisory Services LLC
UNCHANGED686800%$7.3K$7.5K+$2612026-11-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED686800%$7.3K$7.5K+$2612026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED686800%$7.3K$7.5K+$2612026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED676700%$7.2K$7.4K+$2572026-10-15
First Premier Bank
UNCHANGED626200%$7$7$02026-10-13
Abound Wealth Management
INCREASED589+49+544%$965$6.4K+$5.5K2026-10-26
Weaver Capital Management LLC
DECREASED53940-887-94%$104.2K$5.9K-$98.3K2026-10-15
DecisionPoint Financial, LLC
INCREASED5322+31+141%$2.4K$5.8K+$3.4K2026-10-27
Silver Grove Financial Group, Inc.
NEW51—+51——$5.7K—2026-11-05
Gold Investment Management Ltd.
UNCHANGED505000%$5.4K$5.5K+$1922026-10-19
Angeles Wealth Management, LLC
NEW47—+47——$5.2K—2026-10-26
United Financial Planning Group LLC
UNCHANGED464600%$5.0K$5.1K+$1772026-11-04
Tidemark, LLC
UNCHANGED464600%$5.0K$5.1K+$1442026-11-09
Rachor Investment Advisory Services, LLC
NEW44—+44——$4.9K—2026-10-29
TFC Financial Management, Inc.
NEW42—+42——$4.7K—2026-10-26
Covestor Ltd
DECREASED4055-15-27%$6$4-$22026-10-30
Legacy Bridge, LLC
UNCHANGED373700%$4.0K$4.1K+$1422026-10-28
Olistico Wealth, LLC
NEW35—+35——$3.9K—2026-10-05
Bulwark Capital Corp
UNCHANGED303000%$3.2K$3.3K+$1152026-10-13
Wolff Wiese Magana LLC
UNCHANGED292900%$3.1K$3.2K+$1122026-10-15
Daiwa Securities Group Inc.
DECREASED2739-12-31%$4.2K$3.0K-$1.2K2026-10-29
Mechanics Financial Corp
UNCHANGED272700%$2.9K$3.0K+$1032026-11-05
PlanVest Financial, Inc
UNCHANGED262600%$2.8K$2.9K+$1002026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED252500%$2.6K$2.7K+$942026-10-28
Cordgrass Capital Advisors, LLC
INCREASED2420+4+20%$2.1K$2.7K+$5202026-10-30
IAG Wealth Partners, LLC
UNCHANGED202000%$2.1K$2.2K+$762026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED202000%$2.1K$2.2K+$762026-11-02
Signature Resources Capital Management, LLC
DECREASED181,113-1,095-98%$119.2K$2.0K-$117.2K2026-10-16
Rakuten Securities, Inc.
DECREASED1392-79-86%$9.9K$1.4K-$8.4K2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED8800%$858$888+$302026-10-09
Natixis
CLOSED0493,441-493,441-100%$52.9M$0-$52.9M2026-11-06
Impact Partnership Wealth, LLC
CLOSED0223,779-223,779-100%$24.0M$0-$24.0M2026-11-09
Imc-Chicago, LLC
CLOSED0132,937-132,937-100%$14.2M$0-$14.2M2026-11-05
SBI Okasan Asset Management Co.Ltd.
CLOSED073,615-73,615-100%$7.9M$0-$7.9M2026-11-10
Clark Financial Services Group Inc
CLOSED029,552-29,552-100%$3.2M$0-$3.2M2026-10-19
WIN Advisors, Inc
CLOSED022,233-22,233-100%$2.4M$0-$2.4M2026-11-06
Capitol Family Office, Inc.
CLOSED014,097-14,097-100%$1.5M$0-$1.5M2026-10-13
Stapp Wealth Management, Pllc
CLOSED013,575-13,575-100%$1.5M$0-$1.5M2026-10-15
D.B. Root & Company, LLC
CLOSED06,487-6,487-100%$695.0K$0-$695.0K2026-11-04
Meridian Investment Counsel Inc.
CLOSED05,824-5,824-100%$623.9K$0-$623.9K2026-10-14
Advisor OS, LLC
CLOSED05,302-5,302-100%$568.0K$0-$568.0K2026-11-03
Churchill Financial Advisors, LLC
CLOSED04,356-4,356-100%$466.7K$0-$466.7K2026-10-20
Hourglass Capital, LLC
CLOSED04,000-4,000-100%$428.5K$0-$428.5K2026-10-26
Welch Group, LLC
CLOSED03,995-3,995-100%$427.9K$0-$427.9K2026-10-29
Vontobel Holding Ltd.
CLOSED03,634-3,634-100%$389.3K$0-$389.3K2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED03,279-3,279-100%$351.3K$0-$351.3K2026-10-20
Lebenthal Global Advisors, LLC
CLOSED03,255-3,255-100%$348.7K$0-$348.7K2026-10-28
TBH Global Asset Management, LLC
CLOSED03,077-3,077-100%$329.6K$0-$329.6K2026-11-03
Axim Planning & Wealth
CLOSED02,975-2,975-100%$318.7K$0-$318.7K2026-10-28
Canal Capital Management, LLC
CLOSED02,956-2,956-100%$316.7K$0-$316.7K2026-11-10
World Equity Group, Inc.
CLOSED02,936-2,936-100%$314.7K$0-$314.7K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
CLOSED02,586-2,586-100%$277.1K$0-$277.1K2026-10-15
Avestar Capital, LLC
CLOSED02,290-2,290-100%$245.3K$0-$245.3K2026-10-28
White Lighthouse Investment Management Inc.
CLOSED02,096-2,096-100%$224.5K$0-$224.5K2026-10-21
Winthrop Advisory Group LLC
CLOSED02,062-2,062-100%$220.9K$0-$220.9K2026-10-22
Canopy Partners, LLC
CLOSED02,059-2,059-100%$220.7K$0-$220.7K2026-10-28
Axecap Investments, LLC
CLOSED01,886-1,886-100%$202.0K$0-$202.0K2026-10-20
Tucker Asset Management LLC
CLOSED01,769-1,769-100%$189.5K$0-$189.5K2026-10-29
International Assets Investment Management, LLC
CLOSED0959-959-100%$105.2K$0-$105.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED0900-900-100%$98.2K$0-$98.2K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0897-897-100%$96.1K$0-$96.1K2026-10-14
Wellington Grp LLC
CLOSED0773-773-100%$85.7K$0-$85.7K2026-11-06
Provident Wealth Management, LLC
CLOSED0711-711-100%$76.2K$0-$76.2K2026-10-20
BankPlus Trust Department
CLOSED0435-435-100%$46.6K$0-$46.6K2026-11-06
Salem Investment Counselors Inc
CLOSED0387-387-100%$41.5K$0-$41.5K2026-10-13
MCF Advisors LLC
CLOSED0356-356-100%$38.1K$0-$38.1K2026-10-28
Robinswood Financial LLC
CLOSED0275-275-100%$29.5K$0-$29.5K2026-10-20
Solstein Capital, LLC
CLOSED0243-243-100%$26.0K$0-$26.0K2026-11-02
Gill Capital Partners, LLC
CLOSED0216-216-100%$23.1K$0-$23.1K2026-10-13
Brooklyn FI, LLC
CLOSED0153-153-100%$16.7K$0-$16.7K2026-11-05
Stone House Investment Management, LLC
CLOSED0135-135-100%$14.5K$0-$14.5K2026-10-23
First Command Advisory Services, Inc.
CLOSED0115-115-100%$12.3K$0-$12.3K2026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED044-44-100%$4.7K$0-$4.7K2026-10-16
Lloyd Advisory Services, Llc.
CLOSED041-41-100%$4.4K$0-$4.4K2026-11-02
Evolution Wealth Management Inc.
CLOSED036-36-100%$3.9K$0-$3.9K2026-10-28
Founders Capital Management
CLOSED031-31-100%$3.3K$0-$3.3K2026-10-13
LifeSteps Financial, Inc.
CLOSED020-20-100%$2.1K$0-$2.1K2026-10-15
WPG Advisers, LLC
CLOSED05-5-100%$536$0-$5362026-10-27
Raleigh Capital Management Inc.
CLOSED01-1-100%$150$0-$1502026-10-28
Networth Advisors, LLC
CLOSED000—$6$0-$62026-11-03
Key Capital Management, Inc
CLOSED000—$4$0-$42026-11-03
Bank of America Corp
N/A—44,248,852-44,248,852-100%$4.7B———
JPMorgan Chase & Co
N/A—11,603,642-11,603,642-100%$1.3B———
Morgan Stanley
N/A—7,712,820-7,712,820-100%$826.3M———
Wells Fargo & Company
N/A—6,299,359-6,299,359-100%$674.9M———
UBS Group AG
N/A—5,789,466-5,789,466-100%$620.2M———
Raymond James Financial Inc
N/A—5,095,329-5,095,329-100%$545.9M———
Envestnet Asset Management Inc
N/A—4,775,328-4,775,328-100%$511.6M———
Focus Partners Wealth
N/A—3,930,797-3,930,797-100%$421.1M———
Ameriprise Financial Inc
N/A—3,863,974-3,863,974-100%$414.0M———
Janney Montgomery Scott LLC
N/A—3,098,831-3,098,831-100%$332.0M———
Nissay Asset Management Corp N
N/A—2,222,268-2,222,268-100%$238.1M———
Goldman Sachs Group Inc
N/A—2,216,190-2,216,190-100%$237.4M———
BNP Paribas Financial Markets
N/A—1,834,456-1,834,456-100%$196.5M———
Pgim Custom Harvest LLC
N/A—1,644,665-1,644,665-100%$176.2M———
Foundations Investment Advisors, LLC
N/A—1,602,607-1,602,607-100%$171.7M———
Royal Bank of Canada
N/A—1,465,615-1,465,615-100%$157.0M———
Menora Mivtachim Holdings Ltd.
N/A—1,423,825-1,423,825-100%$152.5M———
Osaic Holdings, Inc.
N/A—1,354,417-1,354,417-100%$145.1M———
Charles Schwab Investment Management Inc
N/A—1,350,002-1,350,002-100%$144.6M———
Northern Trust Corp
N/A—868,865-868,865-100%$93.1M———
SRB Corp
N/A—800,774-800,774-100%$85.8M———
Victory Capital Management Inc
N/A—782,282-782,282-100%$83.8M———
Clal Insurance Enterprises Holdings Ltd
N/A—742,100-742,100-100%$79.5M———
Horizon Investments, LLC
N/A—692,697-692,697-100%$74.2M———
Cetera Investment Advisers
N/A—682,235-682,235-100%$73.1M———
Qube Research & Technologies Ltd
N/A—632,315-632,315-100%$67.7M———
D. E. Shaw & Co., Inc.
N/A—626,578-626,578-100%$67.1M———
Stifel Financial Corp
N/A—608,503-608,503-100%$65.2M———
RiverFront Investment Group, LLC
N/A—543,743-543,743-100%$58.3M———
Captrust Financial Advisors
N/A—519,179-519,179-100%$55.6M———
Main Management LLC
N/A—515,641-515,641-100%$55.2M———
Caisse de Depot ET Placement DU Quebec
N/A—484,144-484,144-100%$51.9M———
Jane Street Group, LLC
N/A—482,304-482,304-100%$51.7M———
Baltimore-Washington Financial Advisors, Inc.
N/A—458,287-458,287-100%$49.1M———
Kingsview Wealth Management, LLC
N/A—446,497-446,497-100%$47.8M———
Rockefeller Capital Management L.P.
N/A—412,168-412,168-100%$44.2M———
Mercer Global Advisors Inc
N/A—402,704-402,704-100%$43.1M———
Susquehanna International Group, LLP
N/A—366,545-366,545-100%$39.3M———
State Street Corp
N/A—331,706-331,706-100%$35.5M———
Advisory Alpha, LLC
N/A—326,682-326,682-100%$35.0M———
BlackRock, Inc.
N/A—320,024-320,024-100%$34.3M———
Affinity Wealth Management LLC
N/A—305,887-305,887-100%$32.8M———
AE Wealth Management LLC
N/A—297,186-297,186-100%$31.8M———
Van Eck Associates Corp
N/A—281,840-281,840-100%$30.2M———
Sanctuary Advisors, LLC
N/A—265,702-265,702-100%$28.5M———
Private Advisor Group, LLC
N/A—262,124-262,124-100%$28.1M———
MML Investors Services, LLC
N/A—224,170-224,170-100%$24.0M———
Balyasny Asset Management L.P.
N/A—214,642-214,642-100%$23.0M———
Itau Unibanco Holding S.A.
N/A—208,949-208,949-100%$22.4M———
NewEdge Advisors, LLC
N/A—200,007-200,007-100%$21.4M———
Swan Global Investments, LLC
N/A—196,236-196,236-100%$21.0M———
Cerity Partners LLC
N/A—191,862-191,862-100%$20.6M———
Peapack Gladstone Financial Corp
N/A—191,121-191,121-100%$20.5M———
Capula Management Ltd
N/A—189,487-189,487-100%$20.3M———
Point72 Asset Management, L.P.
N/A—188,394-188,394-100%$20.2M———
Virtu Financial LLC
N/A—179,717-179,717-100%$19.3M———
Stillwater Capital Advisors, LLC
N/A—176,376-176,376-100%$18.9M———
Miller Investment Management, LP
N/A—171,942-171,942-100%$18.4M———
Jones Financial Companies Lllp
N/A—169,217-169,217-100%$18.0M———
EP Wealth Advisors, LLC
N/A—162,071-162,071-100%$17.4M———
Bank of the Bluegrass & Trust Co.
N/A—160,071-160,071-100%$17.8M———
Peak Retirement Planning, Inc.
N/A—155,779-155,779-100%$16.7M———
Clarity Financial LLC
N/A—153,930-153,930-100%$16.5M———
Jupiter Topco LLC
N/A—150,686-150,686-100%$16.1M———
Millennium Management LLC
N/A—148,060-148,060-100%$15.9M———
SIH Partners, Lllp
N/A—131,076-131,076-100%$14.0M———
&partners
N/A—130,531-130,531-100%$14.0M———
MAI Capital Management
N/A—127,793-127,793-100%$13.7M———
United Capital Financial Advisors, LLC
N/A—122,611-122,611-100%$13.1M———
Spinnaker Trust
N/A—119,938-119,938-100%$12.8M———
Vickerman Investment Advisors, Inc.
N/A—117,281-117,281-100%$12.6M———
Prosperity Consulting Group, LLC
N/A—115,426-115,426-100%$12.4M———
Winton Group Ltd
N/A—110,713-110,713-100%$11.9M———
Steward Partners Investment Advisory, LLC
N/A—108,591-108,591-100%$11.6M———
Vestmark Advisory Solutions, Inc.
N/A—107,996-107,996-100%$11.6M———
Baird Financial Group, Inc.
N/A—105,350-105,350-100%$11.3M———
Equitable Holdings, Inc.
N/A—101,471-101,471-100%$10.9M———
O'shaughnessy Asset Management, LLC
N/A—101,409-101,409-100%$10.9M———
Mariner, LLC
N/A—98,696-98,696-100%$10.6M———
Benjamin Edwards Inc
N/A—91,923-91,923-100%$9.8M———
Martin & Co Inc
N/A—89,760-89,760-100%$9.6M———
Dakota Wealth Management
N/A—84,250-84,250-100%$9.0M———
Alliancebernstein L.P.
N/A—83,186-83,186-100%$9.2M———
Gotham Asset Management, LLC
N/A—82,523-82,523-100%$8.8M———
AQR Capital Management LLC
N/A—78,519-78,519-100%$8.4M———
Global Retirement Partners, LLC
N/A—75,218-75,218-100%$8.1M———
Centaurus Financial, Inc.
N/A—73,479-73,479-100%$7.9M———
Quantinno Capital Management LP
N/A—71,012-71,012-100%$7.6M———
Private Wealth Advisors, LLC
N/A—69,986-69,986-100%$7.5M———
Integrated Wealth Concepts LLC
N/A—69,125-69,125-100%$7.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—68,130-68,130-100%$7.3M———
Brevan Howard Capital Management LP
N/A—66,979-66,979-100%$7.2M———
Waverly Advisors, LLC
N/A—66,583-66,583-100%$7.1M———
IHT Wealth Management, LLC
N/A—64,132-64,132-100%$6.9M———
Talon Private Wealth, LLC
N/A—61,998-61,998-100%$6.6M———
Pathstone Holdings, LLC
N/A—61,556-61,556-100%$6.6M———
Prestige Wealth Management Group LLC
N/A—61,053-61,053-100%$6.5M———
Marshall Wace, LLP
N/A—60,800-60,800-100%$6.5M———
Group One Trading LLC
N/A—60,753-60,753-100%$6.5M———
1607 Capital Partners, LLC
N/A—60,200-60,200-100%$6.4M———
HSBC Holdings PLC
N/A—56,987-56,987-100%$6.1M———
Citadel Advisors LLC
N/A—54,612-54,612-100%$5.9M———
Ciovacco Capital Management LLC
N/A—54,106-54,106-100%$5.8M———
Coastal Bridge Advisors, LLC
N/A—54,028-54,028-100%$5.8M———
Jump Financial, LLC
N/A—53,110-53,110-100%$5.7M———
Roundview Capital LLC
N/A—51,602-51,602-100%$5.5M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—51,575-51,575-100%$10.3M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—47,489-47,489-100%$5.1M———
Banque Transatlantique SA
N/A—47,120-47,120-100%$5.0M———
First Trust Advisors LP
N/A—46,369-46,369-100%$5.0M———
Advisory Services Network, LLC
N/A—44,204-44,204-100%$4.7M———
Insigneo Advisory Services, LLC
N/A—43,296-43,296-100%$4.6M———
Sequoia Financial Advisors, LLC
N/A—43,286-43,286-100%$4.6M———
Gladstone Institutional Advisory LLC
N/A—41,999-41,999-100%$4.5M———
Principal Securities, Inc.
N/A—40,334-40,334-100%$4.3M———
Northwestern Mutual Wealth Management Co
N/A—40,086-40,086-100%$4.3M———
Strategic Financial Partners, Ltd.
N/A—39,881-39,881-100%$4.3M———
Stephens Inc
N/A—39,000-39,000-100%$4.2M———
Natixis Advisors, LLC
N/A—38,581-38,581-100%$4.1M———
Orleans Capital Management Corp
N/A—37,930-37,930-100%$4.1M———
SG Americas Securities, LLC
N/A—36,845-36,845-100%$3.9M———
Fourth Dimension Wealth, LLC
N/A—36,154-36,154-100%$3.9M———
Snowden Capital Advisors LLC
N/A—36,053-36,053-100%$3.9M———
Venturi Wealth Management, LLC
N/A—36,009-36,009-100%$3.9M———
CreativeOne Wealth, LLC
N/A—34,862-34,862-100%$3.7M———
Simmons Bank
N/A—33,899-33,899-100%$3.6M———
Markin Asset Management, LP
N/A—33,833-33,833-100%$3.6M———
Fiduciary Group, LLC
N/A—33,249-33,249-100%$3.6M———
Transamerica Financial Advisors, LLC
N/A—32,327-32,327-100%$3.5M———
UBS Asset Management Americas LLC
N/A—32,174-32,174-100%$3.4M———
Federation des caisses Desjardins du Quebec
N/A—31,842-31,842-100%$3.4M———
Syon Capital LLC
N/A—30,448-30,448-100%$3.3M———
RPg Family Wealth Advisory, LLC
N/A—30,255-30,255-100%$3.2M———
Pallas Capital Advisors LLC
N/A—30,250-30,250-100%$3.2M———
Risk Paradigm Group, LLC
N/A—30,080-30,080-100%$3.2M———
GeoWealth Management, LLC
N/A—29,810-29,810-100%$3.2M———
PeakShares LLC
N/A—29,024-29,024-100%$3.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—27,609-27,609-100%$3.0M———
Mutual Advisors, LLC
N/A—27,438-27,438-100%$2.9M———
Bulltick Wealth Management, LLC
N/A—27,019-27,019-100%$2.9M———
Spartan Wealth Advisory Services LLC
N/A—26,676-26,676-100%$2.9M———
OneDigital Investment Advisors LLC
N/A—26,177-26,177-100%$2.8M———
Planwiser Financial, LLC
N/A—26,001-26,001-100%$2.8M———
Waterloo Capital, L.P.
N/A—25,581-25,581-100%$2.7M———
Everstar Asset Management, LLC
N/A—25,354-25,354-100%$2.7M———
Summit Financial, LLC
N/A—25,206-25,206-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—24,850-24,850-100%$2.7M———
Morton Community Bank
N/A—24,829-24,829-100%$2.7M———
Arkadios Wealth Advisors
N/A—23,803-23,803-100%$2.5M———
GTS Securities LLC
N/A—23,401-23,401-100%$2.5M———
Cary Street Partners Financial LLC
N/A—23,268-23,268-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—22,676-22,676-100%$2.4M———
CTC Alternative Strategies, Ltd.
N/A—22,378-22,378-100%$2.4M———
Maridea Wealth Management LLC
N/A—22,082-22,082-100%$2.4M———
Regal Investment Advisors LLC
N/A—21,874-21,874-100%$2.3M———
Sequent Planning LLC
N/A—21,780-21,780-100%$2.3M———
Novare Capital Management LLC
N/A—21,456-21,456-100%$2.3M———
Holderness Investments Co
N/A—21,232-21,232-100%$2.3M———
Arax Advisory Partners
N/A—20,883-20,883-100%$2.2M———
Transcend Capital Advisors, LLC
N/A—20,620-20,620-100%$2.2M———
One Charles Private Wealth Services, LLC
N/A—20,549-20,549-100%$2.2M———
Symmetry Investments LP
N/A—20,531-20,531-100%$2.2M———
Cary Street Partners Investment Advisory LLC
N/A—20,469-20,469-100%$2.2M———
Elk River Wealth Management LLC
N/A—20,303-20,303-100%$2.2M———
Bartlett & Co. Wealth Management LLC
N/A—19,858-19,858-100%$2.1M———
Bragg Financial Advisors, Inc
N/A—19,716-19,716-100%$2.1M———
Huntington National Bank
N/A—19,692-19,692-100%$2.1M———
Evercore Wealth Management, LLC
N/A—19,510-19,510-100%$2.1M———
CIBC World Market Inc.
N/A—19,503-19,503-100%$2.1M———
Okabena Investment Services Inc
N/A—19,371-19,371-100%$2.1M———
Chevy Chase Trust Holdings, LLC
N/A—19,046-19,046-100%$2.0M———
Commerce Bank
N/A—18,897-18,897-100%$2.0M———
World Investment Advisors
N/A—18,276-18,276-100%$2.0M———
KKM Financial LLC
N/A—17,520-17,520-100%$1.9M———
Mendel Capital Management LLC
N/A—17,430-17,430-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—17,268-17,268-100%$1.8M———
Bluespring Wealth Management, LLC
N/A—16,821-16,821-100%$1.8M———
Cresset Asset Management, LLC
N/A—16,145-16,145-100%$1.7M———
Bank of Marin
N/A—15,867-15,867-100%$1.7M———
Haverford Trust Co
N/A—15,615-15,615-100%$1.7M———
Brown Advisory Inc
N/A—14,960-14,960-100%$1.6M———
Whittier Trust Co
N/A—14,809-14,809-100%$1.6M———
University of Chicago
N/A—14,798-14,798-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—14,609-14,609-100%$1.6M———
Stratos Wealth Advisors, LLC
N/A—14,339-14,339-100%$1.5M———
RiverGlades Family Offices LLC
N/A—14,214-14,214-100%$1.5M———
Dearborn Partners LLC
N/A—14,172-14,172-100%$1.5M———
Wexford Capital LP
N/A—13,907-13,907-100%$1.5M———
NorthCoast Asset Management LLC
N/A—13,726-13,726-100%$1.5M———
Johnson Investment Counsel Inc
N/A—13,647-13,647-100%$1.5M———
Ingalls & Snyder LLC
N/A—13,093-13,093-100%$1.4M———
Cladis Investment Advisory, LLC
N/A—12,817-12,817-100%$1.4M———
Credit Agricole S A
N/A—12,600-12,600-100%$1.3M———
Bramshill Investments, LLC
N/A—12,500-12,500-100%$1.3M———
Stonebridge Financial Group, LLC
N/A—12,182-12,182-100%$1.3M———
NewEdge Wealth, LLC
N/A—12,066-12,066-100%$1.3M———
Quantitative Investment Management, LLC
N/A—11,992-11,992-100%$1.3M———
Howe & Rusling Inc
N/A—11,901-11,901-100%$1.3M———
Pettyjohn, Wood & White, Inc
N/A—11,891-11,891-100%$1.3M———
Glenmede Trust Co NA
N/A—11,829-11,829-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—11,493-11,493-100%$1.2M———
Anchor Bay Capital, Inc.
N/A—11,281-11,281-100%$1.3M———
Black Maple Capital Management LP
N/A—10,970-10,970-100%$1.2M———
Farmers National Bank
N/A—10,842-10,842-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—10,827-10,827-100%$1.2M———
Modern Wealth Management, LLC
N/A—10,440-10,440-100%$1.1M———
Proffitt & Goodson Inc
N/A—10,206-10,206-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—10,097-10,097-100%$1.1M———
Hilton Capital Management, LLC
N/A—10,038-10,038-100%$1.1M———
Keel Point, LLC
N/A—9,899-9,899-100%$1.1M———
Sumitomo Mitsui Financial Group, Inc.
N/A—9,563-9,563-100%$1.0M———
Tudor Investment Corp ET AL
N/A—9,394-9,394-100%$1.0M———
Atlas Legacy Advisors, LLC
N/A—9,373-9,373-100%$1.0M———
Advyzon Investment Management, LLC
N/A—9,350-9,350-100%$1.0M———
Quantbot Technologies LP
N/A—9,324-9,324-100%$998.9K———
Coppell Advisory Solutions LLC
N/A—9,246-9,246-100%$521.5K———
Flputnam Investment Management Co
N/A—9,220-9,220-100%$987.7K———
Circle Wealth Management, LLC
N/A—9,200-9,200-100%$985.6K———
Lodge Hill Capital, LLC
N/A—9,200-9,200-100%$985.6K———
McLaughlin Asset Management, Inc.
N/A—9,159-9,159-100%$981.2K———
Financial Engines Advisors L.L.C.
N/A—9,095-9,095-100%$974.3K———
SCS Capital Management LLC
N/A—8,952-8,952-100%$959.1K———
Hilltop Holdings Inc.
N/A—8,857-8,857-100%$948.8K———
Neuberger Berman Group LLC
N/A—8,854-8,854-100%$948.5K———
IEQ Capital, LLC
N/A—8,849-8,849-100%$948.0K———
Abbot Financial Management, Inc.
N/A—8,748-8,748-100%$937.1K———
Calton & Associates, Inc.
N/A—8,732-8,732-100%$935.4K———
Ameritas Advisory Services, LLC
N/A—8,702-8,702-100%$932.3K———
Phillips Wealth Planners LLC
N/A—8,525-8,525-100%$946.4K———
Rothschild Wealth LLC
N/A—8,478-8,478-100%$908.2K———
Elm Partners Management LLC
N/A—8,379-8,379-100%$897.6K———
Summit Wealth Partners, LLC
N/A—8,335-8,335-100%$892.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—8,228-8,228-100%$881.0K———
January Capital Advisors LLC
N/A—8,058-8,058-100%$863.3K———
Monetary Management Group Inc
N/A—7,925-7,925-100%$849.0K———
Capstone Investment Advisors, LLC
N/A—7,905-7,905-100%$846.9K———
Gateway Wealth Partners, LLC
N/A—7,879-7,879-100%$844.1K———
Ally Invest Advisors Inc.
N/A—7,818-7,818-100%$837.5K———
Composition Wealth, LLC
N/A—7,781-7,781-100%$833.6K———
Hills Bank & Trust Co
N/A—7,720-7,720-100%$827.0K———
Pure Financial Advisors, LLC
N/A—7,550-7,550-100%$808.8K———
Madison Wealth Partners, Inc
N/A—7,501-7,501-100%$803.6K———
Wealthspire Advisors, LLC
N/A—7,215-7,215-100%$773.0K———
SummitTX Capital, L.P.
N/A—7,134-7,134-100%$764.3K———
PFG Investments, LLC
N/A—7,055-7,055-100%$755.8K———
Per Stirling Capital Management, Llc.
N/A—6,989-6,989-100%$748.8K———
Centiva Capital, LP
N/A—6,900-6,900-100%$739.2K———
Schonfeld Strategic Advisors LLC
N/A—6,889-6,889-100%$738.0K———
Blue Chip Partners, LLC
N/A—6,807-6,807-100%$729.3K———
Mmbg Investment Advisors Co.
N/A—6,737-6,737-100%$721.7K———
Jacobs Equity LLC
N/A—6,268-6,268-100%$671.5K———
CIBC Bancorp USA Inc.
N/A—6,243-6,243-100%$668.8K———
National Philanthropic Trust
N/A—6,060-6,060-100%$649.2K———
Oakmont Advisory Group, LLC
N/A—5,953-5,953-100%$637.7K———
Kovack Advisors, Inc.
N/A—5,935-5,935-100%$646.0K———
Talisman Wealth Advisors LLC
N/A—5,895-5,895-100%$935.3K———
Stock Yards Bank & Trust Co
N/A—5,835-5,835-100%$625.1K———
Chicago Wealth Management, Inc.
N/A—5,526-5,526-100%$592.0K———
Stratos Investment Management, LLC
N/A—5,475-5,475-100%$586.5K———
Fairview Capital Investment Management, LLC
N/A—5,420-5,420-100%$580.6K———
Maripau Wealth Management LLC
N/A—5,410-5,410-100%$579.3K———
Cofg Advisors, LLC
N/A—5,373-5,373-100%$575.6K———
Hexagon Capital Partners LLC
N/A—5,316-5,316-100%$569.5K———
QRG Capital Management, Inc.
N/A—5,189-5,189-100%$555.9K———
Choate Investment Advisors
N/A—5,177-5,177-100%$554.6K———
Focus Partners Advisor Solutions, LLC
N/A—5,176-5,176-100%$554.6K———
Ethos Financial Group, LLC
N/A—5,139-5,139-100%$562.7K———
Hyundai Investments Co., Ltd.
N/A—5,106-5,106-100%$550.8K———
Alpine Woods Capital Investors, LLC
N/A—5,000-5,000-100%$535.7K———
Pinnacle Financial Partners, Inc.
N/A—4,961-4,961-100%$531.5K———
Moneta Group Investment Advisors LLC
N/A—4,925-4,925-100%$527.6K———
AMJ Financial Wealth Management
N/A—4,910-4,910-100%$544.3K———
Safe Harbor Fiduciary, LLC
N/A—4,784-4,784-100%$512.5K———
Daybright Advisory Services, Inc.
N/A—4,773-4,773-100%$516.6K———
Fidelis Capital Partners, LLC
N/A—4,755-4,755-100%$509.4K———
Disciplined Investors, L.L.C.
N/A—4,637-4,637-100%$496.8K———
Fortis Capital Management LLC
N/A—4,536-4,536-100%$485.9K———
Crews Bank & Trust
N/A—4,490-4,490-100%$481.0K———
Top Private Wealth Llc.
N/A—4,431-4,431-100%$474.7K———
Samara Investment Management, LLC
N/A—4,390-4,390-100%$470.3K———
Two Sigma Securities, LLC
N/A—4,255-4,255-100%$455.8K———
Hopwood Nicholas Hunter
N/A—4,255-4,255-100%$455.8K———
Acorns Advisers, LLC
N/A—4,249-4,249-100%$455.0K———
Financial Advisors Network, Inc.
N/A—4,246-4,246-100%$454.9K———
Mrwm Advisors, LLC
N/A—4,225-4,225-100%$452.6K———
Main Street Financial Solutions, LLC
N/A—4,147-4,147-100%$444.3K———
BTS Asset Management, Inc.
N/A—4,101-4,101-100%$439.3K———
Gallagher Fiduciary Advisors, LLC
N/A—4,047-4,047-100%$433.6K———
Empowered Funds, LLC
N/A—3,994-3,994-100%$427.9K———
Rollins Financial Advisors, LLC
N/A—3,966-3,966-100%$424.9K———
Vident Advisory, LLC
N/A—3,925-3,925-100%$420.5K———
Caprock Group, LLC
N/A—3,918-3,918-100%$419.7K———
Harvey Capital Management Inc
N/A—3,905-3,905-100%$418.3K———
Westbourne Investments, Inc.
N/A—3,880-3,880-100%$415.7K———
Wellington Management Group LLP
N/A—3,848-3,848-100%$412.2K———
Empower Advisory Group, LLC
N/A—3,847-3,847-100%$412.1K———
Whittier Trust Co of Nevada Inc
N/A—3,846-3,846-100%$427.0K———
Seven Springs Wealth Group, LLC
N/A—3,813-3,813-100%$408.5K———
DV Trading LLC
N/A—3,800-3,800-100%$407.1K———
XTX Topco Ltd
N/A—3,713-3,713-100%$397.8K———
Strategic Investment Advisors / MI
N/A—3,655-3,655-100%$391.6K———
Independent Advisor Alliance
N/A—3,597-3,597-100%$385.3K———
Inspire Advisors, LLC
N/A—3,539-3,539-100%$379.2K———
First Wilshire Securities Management Inc
N/A—3,500-3,500-100%$375.0K———
IMA Advisory Services, Inc.
N/A—3,497-3,497-100%$374.6K———
Prostatis Group LLC
N/A—3,478-3,478-100%$372.6K———
Tyche Wealth Partners LLC
N/A—3,428-3,428-100%$367.2K———
Viawealth, LLC
N/A—3,409-3,409-100%$365.2K———
Brookwood Investment Group LLC
N/A—3,370-3,370-100%$361.0K———
MWA Asset Management
N/A—3,348-3,348-100%$358.7K———
NorthRock Partners, LLC
N/A—3,323-3,323-100%$356.0K———
Trexquant Investment LP
N/A—3,313-3,313-100%$354.9K———
Sound View Wealth Advisors Group, LLC
N/A—3,226-3,226-100%$345.6K———
Richard W. Paul & Associates, LLC
N/A—3,172-3,172-100%$339.8K———
Tranquilli Financial Advisor LLC
N/A—3,087-3,087-100%$330.7K———
Intrust Bank NA
N/A—3,056-3,056-100%$327.4K———
Wealthedge Investment Advisors, LLC
N/A—3,031-3,031-100%$324.8K———
Savvy Advisors, Inc.
N/A—2,977-2,977-100%$318.9K———
Jaffetilchin Investment Partners, LLC
N/A—2,872-2,872-100%$307.7K———
Cape COD Five Cents Savings Bank
N/A—2,811-2,811-100%$301.1K———
BOK Financial Private Wealth, Inc.
N/A—2,770-2,770-100%$296.8K———
Tocqueville Asset Management L.P.
N/A—2,768-2,768-100%$296.5K———
Verition Fund Management LLC
N/A—2,766-2,766-100%$296.3K———
Severin Investments, LLC
N/A—2,759-2,759-100%$295.6K———
Chancellor Financial Group WB LP
N/A—2,681-2,681-100%$287.2K———
AlphaGrep UK Ltd
N/A—2,641-2,641-100%$282.9K———
Atlanta Consulting Group Advisors, LLC
N/A—2,614-2,614-100%$280.0K———
Vista Investment Management
N/A—2,606-2,606-100%$279.2K———
STG Securities, LLC
N/A—2,603-2,603-100%$278.9K———
1ST Source Bank
N/A—2,602-2,602-100%$278.8K———
Oxford Financial Group, Ltd. LLC
N/A—2,600-2,600-100%$278.5K———
Clark Capital Management Group, Inc.
N/A—2,593-2,593-100%$277.8K———
Alpine Global Management, LLC
N/A—2,537-2,537-100%$271.8K———
Icon Wealth Advisors, LLC
N/A—2,532-2,532-100%$271.3K———
OneAscent Financial Services LLC
N/A—2,505-2,505-100%$268.4K———
Purpose Unlimited Inc.
N/A—2,416-2,416-100%$259.0K———
Capital Analysts, LLC
N/A—2,358-2,358-100%$253.0K———
Sequent Asset Management, LLC
N/A—2,320-2,320-100%$248.6K———
Manhattan West Asset Management, LLC
N/A—2,288-2,288-100%$245.1K———
Aptus Capital Advisors, LLC
N/A—2,250-2,250-100%$241.0K———
GSA Capital Partners LLP
N/A—2,245-2,245-100%$241.0K———
Entelevest, LLC
N/A—2,223-2,223-100%$238.1K———
Safeguard Investment Advisory Group, LLC
N/A—2,192-2,192-100%$234.9K———
Brown Brothers Harriman & Co
N/A—2,154-2,154-100%$230.8K———
Advisors Capital Management, LLC
N/A—2,134-2,134-100%$228.7K———
Resolute Wealth Advisor, Inc.
N/A—2,067-2,067-100%$229.1K———
BFC Planning, Inc.
N/A—2,044-2,044-100%$219.0K———
Sharp Wealth Advisory, LLC
N/A—2,026-2,026-100%$217.0K———
Stelac Advisory Services LLC
N/A—2,014-2,014-100%$215.8K———
Everpar Advisors LLC
N/A—1,982-1,982-100%$212.4K———
Quadrature Capital Ltd
N/A—1,970-1,970-100%$211.0K———
Broadleaf Partners, LLC
N/A—1,924-1,924-100%$206.1K———
Patron Partners, LLC
N/A—1,921-1,921-100%$205.8K———
Tudor Financial Inc.
N/A—1,914-1,914-100%$205.0K———
Essex Financial Services, Inc.
N/A—1,907-1,907-100%$204.4K———
Stonebridge Capital Management Inc
N/A—1,900-1,900-100%$203.5K———
Managed Asset Portfolios, LLC
N/A—1,897-1,897-100%$203.2K———
Rothschild Capital Partners, LLC
N/A—1,885-1,885-100%$201.9K———
Sovereign Financial Group, Inc.
N/A—1,880-1,880-100%$201.4K———
Premier Private Wealth Management LLC
N/A—1,871-1,871-100%$200.4K———
Dopkins Wealth Management, LLC
N/A—1,868-1,868-100%$200.1K———
CVA Family Office, LLC
N/A—1,771-1,771-100%$189.7K———
Glassman Wealth Services
N/A—1,711-1,711-100%$183.3K———
Wick Capital Partners, LLC
N/A—1,690-1,690-100%$268.2K———
Franklin Resources Inc
N/A—1,634-1,634-100%$175.1K———
Smartleaf Asset Management LLC
N/A—1,588-1,588-100%$171.3K———
Ogorek Anthony Joseph
N/A—1,552-1,552-100%$166.0K———
Webster Bank, N. A.
N/A—1,496-1,496-100%$160.3K———
Atlantic Union Bankshares Corp
N/A—1,332-1,332-100%$142.7K———
Raffa Wealth Management, LLC
N/A—1,328-1,328-100%$142.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,282-1,282-100%$137.3K———
Ballast Advisors LLC
N/A—1,083-1,083-100%$116.0K———
Fiduciary Financial Advisors
N/A—1,065-1,065-100%$115.0K———
Colonial Trust Advisors
N/A—1,000-1,000-100%$107.1K———
Private Wealth Asset Management, LLC
N/A—985-985-100%$105.5K———
FAS Wealth Partners, Inc.
N/A—904-904-100%$96.9K———
Glen Eagle Advisors, LLC
N/A—890-890-100%$95.3K———
Banque Cantonale Vaudoise
N/A—859-859-100%$92.0K———
Burnham & Co LLC
N/A—836-836-100%$89.6K———
Ancora Advisors LLCA
N/A—818-818-100%$87.6K———
Regatta Research & Money Management
N/A—812-812-100%$87.0K———
Avalon Trust Co
N/A—807-807-100%$86.5K———
Seneschal Advisors, LLC
N/A—700-700-100%$75.0K———
ST Germain D J Co Inc
N/A—678-678-100%$72.6K———
Integrity Financial Corp
N/A—632-632-100%$67.7K———
Cambient Family Office, LLC
N/A—614-614-100%$65.8K———
Continuum Advisory, LLC
N/A—599-599-100%$64.2K———
Aventura Private Wealth, LLC
N/A—562-562-100%$60.2K———
National Bank of Canada
N/A—562-562-100%$63.0K———
Medallion Wealth Advisors, LLC
N/A—529-529-100%$56.8K———
Tiaa Wealth Investment Management LLC
N/A—508-508-100%$54.6K———
Crewe Advisors LLC
N/A—465-465-100%$49.8K———
WealthCollab, LLC
N/A—444-444-100%$47.6K———
Strategic Wealth Partners, Ltd.
N/A—429-429-100%$46.0K———
Truvestments Capital LLC
N/A—392-392-100%$42.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—389-389-100%$41.7K———
Nova Wealth Management, Inc.
N/A—383-383-100%$41.0K———
HHM Wealth Advisors, LLC
N/A—368-368-100%$39.4K———
MidFirst Bank
N/A—332-332-100%$35.6K———
XP Advisory US, Inc.
N/A—281-281-100%$30.1K———
Delta Asset Management LLC
N/A—263-263-100%$28.2K———
FWL Investment Management, LLC
N/A—253-253-100%$27.1K———
Anchor Investment Management, LLC
N/A—250-250-100%$26.8K———
Financial Life Planners
N/A—247-247-100%$26.5K———
Ameritas Investment Partners, Inc.
N/A—246-246-100%$26.4K———
Napier Financial, LLC
N/A—244-244-100%$26.1K———
Steigerwald, Gordon & Koch Inc.
N/A—227-227-100%$24.3K———
Bogart Wealth, LLC
N/A—215-215-100%$23.0K———
JDM Financial Group LLC
N/A—215-215-100%$23.0K———
Mark Sheptoff Financial Planning, LLC
N/A—214-214-100%$22.9K———
one8zero8, LLC
N/A—212-212-100%$22.7K———
Orion Capital Management LLC
N/A—194-194-100%$20.8K———
Miller Capital Partners, Inc.
N/A—164-164-100%$17.6K———
1 North Wealth Services LLC
N/A—161-161-100%$17.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—152-152-100%$16.3K———
Johnson Financial Group, Inc.
N/A—148-148-100%$15.9K———
Vision Retirement, LLC
N/A—145-145-100%$15.6K———
Family Manage LLC
N/A—123-123-100%$13.2K———
GW&K Investment Management, LLC
N/A—120-120-100%$13———
Dunhill Financial, LLC
N/A—117-117-100%$12.5K———
Ankerstar Wealth, LLC
N/A—112-112-100%$12.0K———
Pursuit Wealth Strategies, LLC
N/A—111-111-100%$11.9K———
Marshall Investment Management, LLC
N/A—102-102-100%$11.0K———
SHP Wealth Management
N/A—95-95-100%$10.2K———
Logan Capital Management Inc
N/A—68-68-100%$7.3K———
Kerr Financial Planning Corp
N/A—62-62-100%$6.6K———
Rexford Capital Inc
N/A—45-45-100%$4.8K———
Millstone Evans Group, LLC
N/A—40-40-100%$4.3K———
Caitlin John, LLC
N/A—34-34-100%$3.7K———
HM Payson & Co
N/A—30-30-100%$3.2K———
Silicon Valley Capital Partners
N/A—24-24-100%$2.6K———
WealthShield Partners, LLC
N/A—19-19-100%$2.0K———
Synergy Investment Management, LLC
N/A—16-16-100%$1.7K———
Atomic Invest LLC
N/A—15-15-100%$1.7K———
Vanguard National Trust Co
N/A—15-15-100%$1.6K———
Wellington-Altus USA Inc.
N/A—13-13-100%$1.4K———
Financial Gravity Companies, Inc.
N/A—10-10-100%$1.1K———
Tripletail Wealth Management, LLC
N/A—9-9-100%$986———
Mcguire Capital Advisors Inc
N/A—7-7-100%$750———
Abound Financial, LLC
N/A—3-3-100%$321———
Showing 1227 of 1227 institutions