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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares15,189,016 from 15,226,190
Change-37,174 (0%)
Value$599.1M (-$91.3M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares6,451,853 from 3,594,262
Change+2,857,591 (+80%)
Value$254.5M (+$91.5M)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares5,698,467 from 2,539,318
Change+3,159,149 (+124%)
Value$224.7M (+$109.6M)
Filed 2026-11-06
WestEnd Advisors, LLC
INCREASED
Shares5,525,507 from 2,591,111
Change+2,934,396 (+113%)
Value$217.9M (+$100.4M)
Filed 2026-10-27
Factory Mutual Insurance Co
DECREASED
Shares3,164,200 from 3,181,400
Change-17,200 (-1%)
Value$124.8M (-$19.4M)
Filed 2026-10-30
Bessemer Group Inc
INCREASED
Shares3,048,672 from 2,522,611
Change+526,061 (+21%)
Value$120.2K (-$114.3M)
Filed 2026-11-09
Phoenix Financial Ltd.
DECREASED
Shares2,242,035 from 2,930,565
Change-688,530 (-23%)
Value$88.4M (-$44.4M)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares2,164,384 from 1,740,395
Change+423,989 (+24%)
Value$85.4M (+$6.5M)
Filed 2026-11-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,857,474 from 1,939,085
Change-81,611 (-4%)
Value$73.3M (-$14.7M)
Filed 2026-10-28
Globalt Investments LLC / GA
DECREASED
Shares1,698,807 from 1,746,448
Change-47,641 (-3%)
Value$67.0M (-$12.2M)
Filed 2026-10-27
Allen Investment Management, LLC
INCREASED
Shares1,598,338 from 1,049,444
Change+548,894 (+52%)
Value$63.0M (+$15.5M)
Filed 2026-11-03
Natixis
INCREASED
Shares1,400,062 from 809,347
Change+590,715 (+73%)
Value$55.2M (+$18.5M)
Filed 2026-11-06
Imc-Chicago, LLC
INCREASED
Shares1,372,905 from 10,035
Change+1,362,870 (+13581%)
Value$54.1M (+$53.7M)
Filed 2026-11-05
Cornerstone Advisors, LLC
UNCHANGED
Shares1,335,910 from 1,335,910
Change0 (0%)
Value$52.7M (-$7.9M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,299,228 from 1,636,433
Change-337,205 (-21%)
Value$51.2M (-$23.0M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares1,170,019 from 1,642,226
Change-472,207 (-29%)
Value$46.1M (-$28.3M)
Filed 2026-11-04
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares1,120,188 from 2,110,205
Change-990,017 (-47%)
Value$44.2M (-$51.5M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares955,662 from 1,096,813
Change-141,151 (-13%)
Value$37.7K (-$49.7M)
Filed 2026-11-02
Rational Advisors, Inc.
DECREASED
Shares866,735 from 905,679
Change-38,944 (-4%)
Value$34.2M (-$6.9M)
Filed 2026-11-02
Mufg Bank, Ltd.
DECREASED
Shares859,400 from 2,788,000
Change-1,928,600 (-69%)
Value$33.9M (-$92.5M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares851,234 from 754,064
Change+97,170 (+13%)
Value$33.6M (-$616.6K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares808,183 from 832,150
Change-23,967 (-3%)
Value$31.9M (-$5.9M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares744,011 from 611,305
Change+132,706 (+22%)
Value$29.3M (+$1.6M)
Filed 2026-11-02
HighTower Advisors, LLC
DECREASED
Shares729,135 from 820,438
Change-91,303 (-11%)
Value$28.8M (-$8.4M)
Filed 2026-11-10
Assetmark, Inc
INCREASED
Shares726,789 from 347,522
Change+379,267 (+109%)
Value$28.7M (+$12.9M)
Filed 2026-10-21
Meitav Investment House LTD
DECREASED
Shares701,205 from 3,442,907
Change-2,741,702 (-80%)
Value$27.7M (-$128.4M)
Filed 2026-10-28
Community Trust & Investment Co
INCREASED
Shares622,814 from 615,910
Change+6,904 (+1%)
Value$24.6M (-$3.4M)
Filed 2026-10-15
First Financial Bankshares Inc
INCREASED
Shares617,516 from 608,395
Change+9,121 (+2%)
Value$24.4M (-$3.2M)
Filed 2026-11-10
Concurrent Investment Advisors, LLC
INCREASED
Shares562,705 from 424,299
Change+138,406 (+33%)
Value$22.2M (+$3.0M)
Filed 2026-10-16
AGF Management LTD
DECREASED
Shares540,231 from 552,000
Change-11,769 (-2%)
Value$21.3M (-$3.7M)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares529,720 from 589,196
Change-59,476 (-10%)
Value$21.0K (-$26.7M)
Filed 2026-11-05
Foguth Wealth Management, Llc.
INCREASED
Shares517,913 from 392,328
Change+125,585 (+32%)
Value$21.9M (+$4.2M)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares507,496 from 402,420
Change+105,076 (+26%)
Value$20.0M (+$1.8M)
Filed 2026-11-04
Squarepoint Ops LLC
INCREASED
Shares495,020 from 306,954
Change+188,066 (+61%)
Value$19.5M (+$5.6M)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares491,960 from 258,023
Change+233,937 (+91%)
Value$19.4M (+$8.0M)
Filed 2026-11-06
Greenwood Gearhart LLC
INCREASED
Shares487,658 from 459,056
Change+28,602 (+6%)
Value$19.2M (-$1.6M)
Filed 2026-11-02
German American Bancorp, Inc.
INCREASED
Shares486,443 from 477,625
Change+8,818 (+2%)
Value$19.2M (-$2.5M)
Filed 2026-11-10
Banco Santander, S.A.
DECREASED
Shares485,284 from 571,978
Change-86,694 (-15%)
Value$19.1M (-$6.8M)
Filed 2026-11-10
Matauro, LLC
INCREASED
Shares458,203 from 424,681
Change+33,522 (+8%)
Value$18.1M (-$1.2M)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares443,796 from 558,816
Change-115,020 (-21%)
Value$17.5M (-$7.8M)
Filed 2026-10-20
First Financial Bank - Trust Division
INCREASED
Shares420,335 from 406,679
Change+13,656 (+3%)
Value$16.6M (-$1.9M)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares404,159 from 318,120
Change+86,039 (+27%)
Value$16.6M (+$2.2M)
Filed 2026-10-13
Cornerstone Capital, Inc.
DECREASED
Shares399,743 from 402,899
Change-3,156 (-1%)
Value$15.8M (-$2.5M)
Filed 2026-11-10
Vaughan David Investments LLC
INCREASED
Shares394,404 from 359,998
Change+34,406 (+10%)
Value$15.6K (-$16.3M)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares382,892 from 199,402
Change+183,490 (+92%)
Value$15.1M (+$6.1M)
Filed 2026-10-22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares354,912 from 354,912
Change0 (0%)
Value$14.0M (-$2.1M)
Filed 2026-11-09
Impact Partnership Wealth, LLC
INCREASED
Shares348,756 from 7,659
Change+341,097 (+4454%)
Value$13.8M (+$13.4M)
Filed 2026-11-09
Simplex Trading, LLC
INCREASED
Shares343,512 from 233,426
Change+110,086 (+47%)
Value$13.5M (+$3.0M)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares342,678 from 342,678
Change0 (0%)
Value$13.5M (-$2.0M)
Filed 2026-11-03
Biltmore Wealth Management, LLC
INCREASED
Shares336,512 from 308,174
Change+28,338 (+9%)
Value$13.3M (-$700.6K)
Filed 2026-10-09
Davenport & Co LLC
INCREASED
Shares334,142 from 260,911
Change+73,231 (+28%)
Value$13.2M (+$1.3M)
Filed 2026-10-14
Exchange Traded Concepts, LLC
INCREASED
Shares330,928 from 322,766
Change+8,162 (+3%)
Value$13.1M (-$1.6M)
Filed 2026-10-28
FMR LLC
DECREASED
Shares322,478 from 443,917
Change-121,439 (-27%)
Value$12.7M (-$7.4M)
Filed 2026-11-10
Fifth Third Securities, Inc.
DECREASED
Shares304,144 from 314,422
Change-10,278 (-3%)
Value$12.0M (-$2.3M)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares301,247 from 280,890
Change+20,357 (+7%)
Value$11.9M (-$854.4K)
Filed 2026-10-16
KCM Investment Advisors LLC
INCREASED
Shares300,265 from 299,863
Change+402 (+0%)
Value$11.8M (-$1.8M)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares293,408 from 276,801
Change+16,607 (+6%)
Value$11.6M (-$978.2K)
Filed 2026-11-05
Lake Hills Wealth Management, LLC
NEW
Shares292,401
Change+292,401
Value$11.5M
Filed 2026-10-07
Ayalon Insurance Comp Ltd.
INCREASED
Shares272,088 from 234,088
Change+38,000 (+16%)
Value$10.7K (+$117)
Filed 2026-10-08
Galvin, Gaustad & Stein, LLC
DECREASED
Shares268,805 from 279,459
Change-10,654 (-4%)
Value$10.6M (-$2.1M)
Filed 2026-10-08
Kwmg, LLC
INCREASED
Shares266,672 from 247,169
Change+19,503 (+8%)
Value$10.5M (-$689.1K)
Filed 2026-10-07
Creative Planning
INCREASED
Shares260,997 from 255,905
Change+5,092 (+2%)
Value$10.3M (-$1.3M)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
INCREASED
Shares257,382 from 256,746
Change+636 (+0%)
Value$10.2M (-$1.5M)
Filed 2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED
Shares253,860 from 251,034
Change+2,826 (+1%)
Value$10.0M (-$1.4M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares252,643 from 207,805
Change+44,838 (+22%)
Value$10.0M (+$542.4K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares243,555 from 41,564
Change+201,991 (+486%)
Value$9.6M (+$7.7M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares241,328 from 195,833
Change+45,495 (+23%)
Value$9.5M (+$638.9K)
Filed 2026-10-26
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
DECREASED
Shares232,000 from 562,000
Change-330,000 (-59%)
Value$9.2M (-$16.3M)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares230,631 from 203,277
Change+27,354 (+13%)
Value$9.6M (+$384.6K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares219,453 from 160,980
Change+58,473 (+36%)
Value$8.7M (+$1.4M)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares211,815 from 199,299
Change+12,516 (+6%)
Value$8.4M (-$682.2K)
Filed 2026-11-03
Mizuho Markets Americas LLC
INCREASED
Shares204,524 from 103,303
Change+101,221 (+98%)
Value$8.1M (+$3.4M)
Filed 2026-11-09
Oppenheimer Asset Management Inc.
INCREASED
Shares202,130 from 195,205
Change+6,925 (+4%)
Value$8.0M (-$878.6K)
Filed 2026-10-27
BAR Harbor Wealth Management
DECREASED
Shares198,958 from 199,519
Change-561 (0%)
Value$7.8M (-$1.2M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares198,308 from 205,312
Change-7,004 (-3%)
Value$7.8M (-$1.5M)
Filed 2026-11-05
Inlight Wealth Management, LLC
DECREASED
Shares192,762 from 257,816
Change-65,054 (-25%)
Value$7.6M (-$4.1M)
Filed 2026-10-21
Hollow Brook Wealth Management LLC
UNCHANGED
Shares192,708 from 192,708
Change0 (0%)
Value$7.6M (-$1.1M)
Filed 2026-10-29
Armstrong Advisory Group, Inc
INCREASED
Shares189,576 from 189,318
Change+258 (+0%)
Value$7.5M (-$1.1M)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares188,096 from 184,324
Change+3,772 (+2%)
Value$7.4M (-$915.7K)
Filed 2026-10-23
Madison Park Capital Advisors, LLC
INCREASED
Shares187,692 from 176,015
Change+11,677 (+7%)
Value$7.4M (-$577.9K)
Filed 2026-10-28
Peterson Wealth Management
DECREASED
Shares184,921 from 219,280
Change-34,359 (-16%)
Value$7.3M (-$2.6M)
Filed 2026-11-06
IMZ Advisory Inc
INCREASED
Shares170,539 from 160,802
Change+9,737 (+6%)
Value$6.7M (-$564.7K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares169,508 from 164,331
Change+5,177 (+3%)
Value$6.7M (-$765.4K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
INCREASED
Shares168,292 from 166,523
Change+1,769 (+1%)
Value$6.6M (-$912.7K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares167,669 from 142,834
Change+24,835 (+17%)
Value$6.6K (-$6.5M)
Filed 2026-10-26
Rye Brook Capital LLC
INCREASED
Shares165,720 from 157,085
Change+8,635 (+6%)
Value$6.5K (-$7.1M)
Filed 2026-10-07
First Interstate Bank
DECREASED
Shares164,835 from 169,858
Change-5,023 (-3%)
Value$6.5M (-$1.2M)
Filed 2026-10-23
Nottingham Advisors, Inc.
INCREASED
Shares161,530 from 136,388
Change+25,142 (+18%)
Value$6.4M (-$837.0K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares159,960 from 166,944
Change-6,984 (-4%)
Value$6.3M (-$1.3M)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares158,388 from 127,604
Change+30,784 (+24%)
Value$6.2M (+$460.8K)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares157,864 from 159,291
Change-1,427 (-1%)
Value$6.9M (-$366.5K)
Filed 2026-11-04
CMH Wealth Management LLC
INCREASED
Shares156,560 from 146,716
Change+9,844 (+7%)
Value$6.2M (-$477.4K)
Filed 2026-10-22
Investment Partners, Ltd.
INCREASED
Shares154,792 from 77,396
Change+77,396 (+100%)
Value$6.1M (+$2.6M)
Filed 2026-10-29
Hippocratic Financial Advisors, LLC
INCREASED
Shares153,827 from 146,230
Change+7,597 (+5%)
Value$6.1M (-$563.1K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares153,134 from 142,544
Change+10,590 (+7%)
Value$6.0M (-$423.4K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares152,290 from 170,778
Change-18,488 (-11%)
Value$6.0M (-$1.7M)
Filed 2026-11-09
Lakeshore Capital Group, Inc.
INCREASED
Shares151,860 from 74,721
Change+77,139 (+103%)
Value$6.0M (+$2.6M)
Filed 2026-10-20
Miramontes Capital, LLC
DECREASED
Shares150,893 from 152,159
Change-1,266 (-1%)
Value$6.0M (-$947.7K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares150,862 from 48,596
Change+102,266 (+210%)
Value$6.0M (+$3.7M)
Filed 2026-10-08
Waycross Investment Management Co
INCREASED
Shares149,339 from 148,143
Change+1,196 (+1%)
Value$5.9M (-$826.9K)
Filed 2026-10-14
Valmark Advisers, Inc.
INCREASED
Shares145,640 from 139,479
Change+6,161 (+4%)
Value$5.7M (-$580.0K)
Filed 2026-11-06
Ashurst Perkins Coie Trust Co
INCREASED
Shares145,509 from 144,691
Change+818 (+1%)
Value$5.7M (-$822.9K)
Filed 2026-10-15
Floyd Financial Group LLC
INCREASED
Shares141,523 from 123,034
Change+18,489 (+15%)
Value$5.9M (+$304.1K)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares139,500 from 138,506
Change+994 (+1%)
Value$5.5M (-$778.0K)
Filed 2026-10-30
Valence8 US LP
INCREASED
Shares138,909 from 138,166
Change+743 (+1%)
Value$5.5M (-$785.9K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares137,756 from 127,761
Change+9,995 (+8%)
Value$5.4K (-$5.8M)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares137,524 from 157,517
Change-19,993 (-13%)
Value$5.4M (-$1.7M)
Filed 2026-11-03
Toth Financial Advisory Corp
DECREASED
Shares137,330 from 190,022
Change-52,692 (-28%)
Value$5.4M (-$3.2M)
Filed 2026-10-08
Meridian Investment Counsel Inc.
DECREASED
Shares134,975 from 158,645
Change-23,670 (-15%)
Value$5.3M (-$1.9M)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares132,311 from 133,886
Change-1,575 (-1%)
Value$5.2M (-$852.0K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares131,532 from 131,824
Change-292 (0%)
Value$5.2M (-$788.6K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares128,863 from 96,885
Change+31,978 (+33%)
Value$5.1M (+$689.6K)
Filed 2026-10-23
Measured Wealth Private Client Group, LLC
DECREASED
Shares127,806 from 141,572
Change-13,766 (-10%)
Value$5.0M (-$1.4M)
Filed 2026-11-10
AlphaCore Capital LLC
INCREASED
Shares127,441 from 57,962
Change+69,479 (+120%)
Value$5.0M (+$2.4M)
Filed 2026-11-04
Procyon Advisors, LLC
NEW
Shares126,702
Change+126,702
Value$5.0M
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares124,175 from 113,784
Change+10,391 (+9%)
Value$4.9M (-$261.5K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares122,885 from 119,891
Change+2,994 (+3%)
Value$5.6M (+$135.7K)
Filed 2026-11-06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares122,724 from 122,724
Change0 (0%)
Value$4.8M (-$724.1K)
Filed 2026-11-09
Appleton Partners Inc
INCREASED
Shares122,258 from 120,402
Change+1,856 (+2%)
Value$4.8K (-$5.5M)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares121,273 from 132,712
Change-11,439 (-9%)
Value$4.8M (-$1.2M)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares119,936 from 122,880
Change-2,944 (-2%)
Value$4.7M (-$841.1K)
Filed 2026-10-06
StoneX Group Inc.
DECREASED
Shares118,482 from 181,567
Change-63,085 (-35%)
Value$4.7M (-$3.6M)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares118,448 from 113,172
Change+5,276 (+5%)
Value$4.7M (-$459.6K)
Filed 2026-11-04
Lighthouse Financial Services Inc
INCREASED
Shares114,427 from 111,554
Change+2,873 (+3%)
Value$4.5M (-$481.3K)
Filed 2026-11-02
HighPoint Advisor Group LLC
DECREASED
Shares111,915 from 171,427
Change-59,512 (-35%)
Value$4.4M (-$3.4M)
Filed 2026-11-09
Consolidated Investment Group LLC
INCREASED
Shares111,470 from 81,470
Change+30,000 (+37%)
Value$4.4M (+$702.5K)
Filed 2026-11-04
SBI Okasan Asset Management Co.Ltd.
DECREASED
Shares109,850 from 149,350
Change-39,500 (-26%)
Value$4.4M (-$2.5M)
Filed 2026-11-10
Encompass More Asset Management
INCREASED
Shares107,918 from 107,412
Change+506 (+0%)
Value$4.3M (-$613.8K)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares107,027 from 107,010
Change+17 (+0%)
Value$4.2M (-$630.7K)
Filed 2026-11-09
Vectors Research Management, LLC
DECREASED
Shares106,915 from 111,786
Change-4,871 (-4%)
Value$4.2M (-$851.7K)
Filed 2026-11-09
Surience Private Wealth LLC
INCREASED
Shares106,456 from 18,285
Change+88,171 (+482%)
Value$4.2M (+$3.4M)
Filed 2026-10-16
AMI Investment Management Inc
INCREASED
Shares103,888 from 96,735
Change+7,153 (+7%)
Value$4.1M (-$288.6K)
Filed 2026-10-27
Arta Finance Wealth Management LLC
INCREASED
Shares101,658 from 101,541
Change+117 (+0%)
Value$4.0M (-$594.5K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares101,460 from 118,069
Change-16,609 (-14%)
Value$4.0K (-$5.3M)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares101,415 from 98,259
Change+3,156 (+3%)
Value$4.0M (-$455.3K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares101,166 from 88,258
Change+12,908 (+15%)
Value$4.0M (-$11.6K)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares99,994 from 102,655
Change-2,661 (-3%)
Value$3.9M (-$710.6K)
Filed 2026-11-06
Wealthfront Advisers LLC
DECREASED
Shares98,462 from 120,319
Change-21,857 (-18%)
Value$3.9M (-$1.6M)
Filed 2026-11-09
BIP Wealth, LLC
INCREASED
Shares96,877 from 87,457
Change+9,420 (+11%)
Value$3.8M (-$144.5K)
Filed 2026-10-22
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares96,848 from 91,529
Change+5,319 (+6%)
Value$4.1M (-$95.4K)
Filed 2026-10-14
Strategic Financial Group, LLC
INCREASED
Shares96,072 from 90,744
Change+5,328 (+6%)
Value$3.8M (-$325.3K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares96,060 from 100,569
Change-4,509 (-4%)
Value$3.8M (-$771.2K)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares95,905 from 19,986
Change+75,919 (+380%)
Value$3.8M (+$2.9M)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares95,738 from 188,141
Change-92,403 (-49%)
Value$3.8M (-$4.8M)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares94,992 from 1,708
Change+93,284 (+5462%)
Value$3.7M (+$3.7M)
Filed 2026-10-14
MFG Wealth Management, Inc.
INCREASED
Shares94,462 from 85,390
Change+9,072 (+11%)
Value$3.7M (-$146.0K)
Filed 2026-10-09
Trust Co of Oklahoma
DECREASED
Shares94,429 from 97,783
Change-3,354 (-3%)
Value$3.7M (-$709.2K)
Filed 2026-10-15
Wealth Quarterback LLC
INCREASED
Shares94,268 from 88,207
Change+6,061 (+7%)
Value$3.7M (-$281.4K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares93,841 from 93,887
Change-46 (0%)
Value$3.7M (-$555.7K)
Filed 2026-10-29
ADG Wealth Management Group, LLC
INCREASED
Shares93,392 from 91,180
Change+2,212 (+2%)
Value$3.7M (-$450.7K)
Filed 2026-10-23
Ellis Investment Partners, LLC
INCREASED
Shares92,296 from 89,924
Change+2,372 (+3%)
Value$3.6M (-$437.0K)
Filed 2026-10-21
Blueline Advisors LLC
DECREASED
Shares91,770 from 92,147
Change-377 (0%)
Value$3.6M (-$558.5K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares91,755 from 93,834
Change-2,079 (-2%)
Value$3.6M (-$635.6K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares90,738 from 71,564
Change+19,174 (+27%)
Value$3.6M (+$285.3K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares89,738 from 89,468
Change+270 (+0%)
Value$3.5M (-$517.2K)
Filed 2026-11-05
Broussard Financial Group LLC
INCREASED
Shares89,644 from 82,193
Change+7,451 (+9%)
Value$3.5M (-$191.1K)
Filed 2026-10-26
Braeburn Wealth Management LLC
INCREASED
Shares89,484 from 59,026
Change+30,458 (+52%)
Value$3.5M (+$852.9K)
Filed 2026-10-15
Peddock Capital Advisors, LLC
INCREASED
Shares89,285 from 77,789
Change+11,496 (+15%)
Value$3.5M (-$5.5K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares89,094 from 117,364
Change-28,270 (-24%)
Value$3.5M (-$1.8M)
Filed 2026-10-13
Silphium Asset Management Ltd
UNCHANGED
Shares88,787 from 88,787
Change0 (0%)
Value$3.5M (-$523.8K)
Filed 2026-10-27
Cannon Advisors, Inc.
NEW
Shares88,783
Change+88,783
Value$3.7M
Filed 2026-10-14
Silver OAK Securities, Incorporated
DECREASED
Shares88,170 from 95,248
Change-7,078 (-7%)
Value$3.8M (-$515.8K)
Filed 2026-11-09
Axiom Investment Management LLC
DECREASED
Shares87,834 from 89,900
Change-2,066 (-2%)
Value$3.5M (-$611.9K)
Filed 2026-11-03
Virtue Capital Management, LLC
INCREASED
Shares86,450 from 73,701
Change+12,749 (+17%)
Value$3.4M (+$68.0K)
Filed 2026-10-29
Ranch Capital Advisors Inc.
INCREASED
Shares86,080 from 84,141
Change+1,939 (+2%)
Value$3.4M (-$419.9K)
Filed 2026-11-09
Hamel Associates, Inc.
DECREASED
Shares85,690 from 86,930
Change-1,240 (-1%)
Value$3.4M (-$561.8K)
Filed 2026-11-06
Forbes J M & Co LLP
UNCHANGED
Shares85,378 from 85,378
Change0 (0%)
Value$3.4M (-$503.7K)
Filed 2026-10-16
Freestone Capital Holdings, LLC
INCREASED
Shares84,136 from 82,646
Change+1,490 (+2%)
Value$3.3M (-$428.8K)
Filed 2026-11-09
Compass Wealth Management, LLC
INCREASED
Shares83,050 from 78,385
Change+4,665 (+6%)
Value$3.3M (-$278.5K)
Filed 2026-10-30
Tepp RIA, LLC
INCREASED
Shares82,513 from 8,508
Change+74,005 (+870%)
Value$3.3M (+$2.9M)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares82,318 from 95,133
Change-12,815 (-13%)
Value$3.2M (-$1.1M)
Filed 2026-10-20
Elite Wealth Management, Inc.
INCREASED
Shares81,932 from 30,444
Change+51,488 (+169%)
Value$3.2M (+$1.9M)
Filed 2026-11-03
Koa Wealth Management, LLC
INCREASED
Shares79,996 from 45,969
Change+34,027 (+74%)
Value$3.2M (+$1.1M)
Filed 2026-10-14
Wespac Advisors SoCal, LLC
INCREASED
Shares79,994 from 79,426
Change+568 (+1%)
Value$3.2M (-$446.2K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares79,024 from 55,309
Change+23,715 (+43%)
Value$3.1M (+$609.0K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares78,284 from 73,836
Change+4,448 (+6%)
Value$3.1M (-$260.2K)
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares76,938 from 70,647
Change+6,291 (+9%)
Value$3.0M (-$168.7K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares76,922 from 60,212
Change+16,710 (+28%)
Value$3.0M (+$310.0K)
Filed 2026-11-05
Value Investment Professionals, LLC
INCREASED
Shares76,552 from 68,757
Change+7,795 (+11%)
Value$3.0M (-$98.3K)
Filed 2026-10-13
NBT Bank, N.A.
INCREASED
Shares75,319 from 74,630
Change+689 (+1%)
Value$3.0M (-$413.1K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares74,950 from 84,003
Change-9,053 (-11%)
Value$3.0M (-$852.7K)
Filed 2026-10-14
LCM Capital Management Inc
DECREASED
Shares74,391 from 74,662
Change-271 (0%)
Value$2.9M (-$451.2K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares74,000 from 70,032
Change+3,968 (+6%)
Value$2.9M (-$256.7K)
Filed 2026-11-06
Southern Capital Services Inc
INCREASED
Shares73,405 from 65,966
Change+7,439 (+11%)
Value$2.9M (-$95.8K)
Filed 2026-10-19
Cordatus Wealth Management LLC
DECREASED
Shares73,107 from 73,505
Change-398 (-1%)
Value$2.9M (-$449.4K)
Filed 2026-10-19
Bricktown Capital, LLC
NEW
Shares73,000
Change+73,000
Value$2.9M
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares72,859 from 66,457
Change+6,402 (+10%)
Value$3.0M (+$4.0K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares72,135 from 73,619
Change-1,484 (-2%)
Value$2.8M (-$492.9K)
Filed 2026-10-30
Tenzing Financial LLC
INCREASED
Shares72,103 from 68,063
Change+4,040 (+6%)
Value$3.0M (-$101.1K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares70,757 from 75,233
Change-4,476 (-6%)
Value$2.8M (-$620.4K)
Filed 2026-11-04
Carnegie Investment Counsel
INCREASED
Shares70,478 from 65,422
Change+5,056 (+8%)
Value$2.8M (-$186.6K)
Filed 2026-10-20
Solstein Capital, LLC
UNCHANGED
Shares69,946 from 69,946
Change0 (0%)
Value$2.8M (-$412.7K)
Filed 2026-11-02
Shaker Investments LLC
DECREASED
Shares69,510 from 69,516
Change-6 (0%)
Value$2.7M (-$410.4K)
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
DECREASED
Shares69,459 from 77,875
Change-8,416 (-11%)
Value$2.7M (-$791.4K)
Filed 2026-10-19
Winthrop Capital Management, LLC
DECREASED
Shares69,005 from 70,853
Change-1,848 (-3%)
Value$2.7M (-$490.4K)
Filed 2026-11-05
JSF Financial, LLC
NEW
Shares68,824
Change+68,824
Value$2.7M
Filed 2026-10-22
Coldstream Capital Management Inc
DECREASED
Shares68,234 from 148,827
Change-80,593 (-54%)
Value$2.7M (-$4.1M)
Filed 2026-11-09
Moors & Cabot, Inc.
DECREASED
Shares68,092 from 91,260
Change-23,168 (-25%)
Value$2.7M (-$1.5M)
Filed 2026-11-06
American Assets Investment Management, LLC
UNCHANGED
Shares68,000 from 68,000
Change0 (0%)
Value$2.7M (-$401.2K)
Filed 2026-10-30
Joseph P. Lucia & Associates, LLC
INCREASED
Shares67,951 from 63,877
Change+4,074 (+6%)
Value$2.7M (-$216.2K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares67,751 from 87,434
Change-19,683 (-23%)
Value$2.7M (-$1.3M)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares67,643 from 65,183
Change+2,460 (+4%)
Value$2.7M (-$287.5K)
Filed 2026-11-06
Bochk Asset Management Ltd
NEW
Shares67,000
Change+67,000
Value$2.6M
Filed 2026-10-29
Financial Planning Hawaii, Inc.
DECREASED
Shares65,974 from 68,160
Change-2,186 (-3%)
Value$2.6M (-$488.4K)
Filed 2026-10-13
AMG National Trust Bank
DECREASED
Shares65,545 from 66,751
Change-1,206 (-2%)
Value$2.6M (-$441.4K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares65,293 from 54,205
Change+11,088 (+20%)
Value$2.6M (+$117.5K)
Filed 2026-10-19
T3 Companies, LLC
NEW
Shares63,770
Change+63,770
Value$2.5M
Filed 2026-10-22
Butensky & Cohen Financial Security, Inc
INCREASED
Shares63,682 from 60,374
Change+3,308 (+5%)
Value$2.5M (-$225.7K)
Filed 2026-10-13
Sacks & Associates, LLC
DECREASED
Shares63,649 from 68,898
Change-5,249 (-8%)
Value$2.5M (-$545.3K)
Filed 2026-10-09
Altura Wealth Advisors Inc.
INCREASED
Shares63,649 from 59,507
Change+4,142 (+7%)
Value$2.5M (-$187.7K)
Filed 2026-10-22
MV Capital Management, Inc.
DECREASED
Shares62,742 from 68,620
Change-5,878 (-9%)
Value$2.5M (-$636.7K)
Filed 2026-10-29
Patten & Patten Inc
DECREASED
Shares61,669 from 64,614
Change-2,945 (-5%)
Value$2.4M (-$497.4K)
Filed 2026-10-26
Ironsides Asset Advisors, LLC
INCREASED
Shares61,342 from 56,991
Change+4,351 (+8%)
Value$2.4M (-$164.7K)
Filed 2026-10-20
Sage Capital Advisors,llc
INCREASED
Shares60,936 from 60,730
Change+206 (+0%)
Value$2.4M (-$350.2K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares60,472 from 59,660
Change+812 (+1%)
Value$2.4M (-$320.0K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED
Shares60,393 from 61,932
Change-1,539 (-2%)
Value$2.4M (-$426.1K)
Filed 2026-11-05
Earned Wealth Advisors, LLC
DECREASED
Shares60,332 from 61,052
Change-720 (-1%)
Value$2.4M (-$388.6K)
Filed 2026-11-06
Financial Discovery Group Inc
DECREASED
Shares60,028 from 69,100
Change-9,072 (-13%)
Value$2.4M (-$765.5K)
Filed 2026-11-03
Shepherd Financial Partners LLC
INCREASED
Shares59,621 from 59,399
Change+222 (+0%)
Value$2.4M (-$341.7K)
Filed 2026-11-03
Aspen Investment Management Inc
INCREASED
Shares58,772 from 58,050
Change+722 (+1%)
Value$2.3K (-$314)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares58,728 from 64,991
Change-6,263 (-10%)
Value$2.3M (-$630.5K)
Filed 2026-11-05
Washington Growth Strategies LLC
UNCHANGED
Shares58,313 from 58,313
Change0 (0%)
Value$2.3M (-$344.0K)
Filed 2026-10-19
Edgestream Partners, L.P.
INCREASED
Shares57,959 from 32,404
Change+25,555 (+79%)
Value$2.3M (+$816.7K)
Filed 2026-11-10
KOM Wealth Management Group, LLC
DECREASED
Shares57,529 from 60,721
Change-3,192 (-5%)
Value$2.3M (-$484.1K)
Filed 2026-10-15
Community Bank, N.A.
DECREASED
Shares57,489 from 57,490
Change-1 (0%)
Value$2.3M (-$339.8K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
DECREASED
Shares57,417 from 57,600
Change-183 (0%)
Value$2.3M (-$347.1K)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
INCREASED
Shares57,276 from 53,772
Change+3,504 (+7%)
Value$2.3M (-$179.1K)
Filed 2026-10-19
Hudock, Inc.
DECREASED
Shares57,095 from 60,661
Change-3,566 (-6%)
Value$2.3M (-$498.5K)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares56,768 from 93,665
Change-36,897 (-39%)
Value$2.2M (-$2.0M)
Filed 2026-10-28
Hanseatic Management Services Inc
INCREASED
Shares56,712 from 49,746
Change+6,966 (+14%)
Value$2.2M (-$18.8K)
Filed 2026-10-27
Corrado Advisors, LLC
INCREASED
Shares56,627 from 53,514
Change+3,113 (+6%)
Value$2.2M (-$192.9K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares56,576 from 53,375
Change+3,201 (+6%)
Value$2.2M (-$188.7K)
Filed 2026-10-28
First Merchants Corp
DECREASED
Shares56,335 from 56,845
Change-510 (-1%)
Value$2.2M (-$355.5K)
Filed 2026-10-15
City Holding Co
INCREASED
Shares55,326 from 52,631
Change+2,695 (+5%)
Value$2.2M (-$204.8K)
Filed 2026-10-19
Accretive Wealth Partners, LLC
INCREASED
Shares55,054 from 53,988
Change+1,066 (+2%)
Value$2.2M (-$276.5K)
Filed 2026-11-06
Littlejohn Financial Services, Inc.
NEW
Shares55,039
Change+55,039
Value$2.2M
Filed 2026-11-06
Flagship Private Wealth, LLC
INCREASED
Shares54,885 from 45,960
Change+8,925 (+19%)
Value$2.2M (+$80.8K)
Filed 2026-11-05
Shuttleworth & Co
INCREASED
Shares54,805 from 53,344
Change+1,461 (+3%)
Value$2.2M (-$257.1K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
DECREASED
Shares54,647 from 58,047
Change-3,400 (-6%)
Value$2.2M (-$476.6K)
Filed 2026-10-27
Vise Technologies, Inc.
DECREASED
Shares54,424 from 61,010
Change-6,586 (-11%)
Value$2.1M (-$619.7K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares54,337 from 53,831
Change+506 (+1%)
Value$2.1M (-$297.6K)
Filed 2026-10-23
Miller Howard Investments Inc
DECREASED
Shares54,131 from 63,851
Change-9,720 (-15%)
Value$2.1M (-$760.1K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares53,520 from 49,937
Change+3,583 (+7%)
Value$2.1M (-$153.3K)
Filed 2026-10-28
M&T Bank Corp
DECREASED
Shares52,964 from 54,508
Change-1,544 (-3%)
Value$2.1M (-$383.0K)
Filed 2026-11-10
CX Institutional
INCREASED
Shares52,806 from 38,537
Change+14,269 (+37%)
Value$2.1K (+$336)
Filed 2026-10-02
McCollum Christoferson Group LLC
INCREASED
Shares51,775 from 50,465
Change+1,310 (+3%)
Value$2.0M (-$246.1K)
Filed 2026-10-13
Foronjy Financial LLC
INCREASED
Shares51,166 from 47,647
Change+3,519 (+7%)
Value$2.0M (-$142.3K)
Filed 2026-10-14
Compass Financial Management LLC
INCREASED
Shares50,755 from 50,733
Change+22 (+0%)
Value$2.0M (-$277.5K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares50,439 from 52,209
Change-1,770 (-3%)
Value$2.0M (-$377.9K)
Filed 2026-10-22
Hansen & Associates Financial Group, Inc.
INCREASED
Shares49,980 from 45,927
Change+4,053 (+9%)
Value$2.1M (-$27.8K)
Filed 2026-11-09
Modera Wealth Management, LLC
INCREASED
Shares49,348 from 47,897
Change+1,451 (+3%)
Value$1.9M (-$225.4K)
Filed 2026-10-28
Western Wealth Management, LLC
DECREASED
Shares49,027 from 50,979
Change-1,952 (-4%)
Value$1.9M (-$377.8K)
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares48,581 from 48,976
Change-395 (-1%)
Value$1.9M (-$304.5K)
Filed 2026-10-28
Compass Financial Group, Inc.
INCREASED
Shares48,310 from 47,429
Change+881 (+2%)
Value$1.9M (-$245.1K)
Filed 2026-11-06
Securian Asset Management, Inc
UNCHANGED
Shares48,000 from 48,000
Change0 (0%)
Value$1.9M (-$275.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares47,845 from 26,276
Change+21,569 (+82%)
Value$1.9M (+$722.1K)
Filed 2026-11-02
Arete Wealth Advisors, LLC
DECREASED
Shares47,702 from 53,405
Change-5,703 (-11%)
Value$1.9M (-$536.4K)
Filed 2026-11-09
Woodmont Investment Counsel LLC
INCREASED
Shares47,587 from 47,571
Change+16 (+0%)
Value$1.9M (-$280.1K)
Filed 2026-10-29
Spinnaker Investment Group, LLC
INCREASED
Shares47,512 from 44,280
Change+3,232 (+7%)
Value$1.9M (-$133.8K)
Filed 2026-10-13
Sendero Wealth Management, LLC
DECREASED
Shares46,750 from 64,805
Change-18,055 (-28%)
Value$1.8M (-$1.1M)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares46,584 from 43,663
Change+2,921 (+7%)
Value$1.8M (-$142.4K)
Filed 2026-10-07
Colton Groome Financial Advisors, LLC
DECREASED
Shares46,523 from 48,032
Change-1,509 (-3%)
Value$1.8M (-$342.9K)
Filed 2026-10-06
3Edge Asset Management, LP
DECREASED
Shares45,667 from 48,524
Change-2,857 (-6%)
Value$1.8M (-$399.0K)
Filed 2026-10-30
Dumont & Blake Investment Advisors LLC
INCREASED
Shares44,971 from 18,959
Change+26,012 (+137%)
Value$1.8M (+$914.1K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
INCREASED
Shares44,971 from 43,383
Change+1,588 (+4%)
Value$1.8M (-$193.3K)
Filed 2026-10-28
Franklin Street Advisors Inc
INCREASED
Shares44,711 from 44,702
Change+9 (+0%)
Value$1.8M (-$263.4K)
Filed 2026-10-13
Park Edge Advisors, LLC
DECREASED
Shares44,702 from 55,347
Change-10,645 (-19%)
Value$1.8M (-$746.4K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares44,400 from 8,592
Change+35,808 (+417%)
Value$1.8M (+$1.4M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares44,105 from 91,733
Change-47,628 (-52%)
Value$1.7M (-$2.4M)
Filed 2026-10-21
Grandview Asset Management LLC
DECREASED
Shares43,750 from 55,029
Change-11,279 (-20%)
Value$1.7M (-$769.5K)
Filed 2026-10-19
Milestone Asset Management, LLC
INCREASED
Shares43,712 from 8,630
Change+35,082 (+407%)
Value$1.7M (+$1.3M)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares43,624 from 33,873
Change+9,751 (+29%)
Value$1.7M (+$184.8K)
Filed 2026-10-28
Citizens Financial Group Inc
DECREASED
Shares43,429 from 47,404
Change-3,975 (-8%)
Value$1.7M (-$436.5K)
Filed 2026-10-23
Level Four Advisory Services, LLC
INCREASED
Shares43,240 from 39,891
Change+3,349 (+8%)
Value$1.7M (-$103.7K)
Filed 2026-11-06
Deltec Asset Management LLC
UNCHANGED
Shares43,000 from 43,000
Change0 (0%)
Value$1.7M (-$253.7K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares42,812 from 39,810
Change+3,002 (+8%)
Value$1.7M (-$116.5K)
Filed 2026-10-23
Everest Financial Group LLC
INCREASED
Shares42,085 from 34,025
Change+8,060 (+24%)
Value$1.7M (+$117.1K)
Filed 2026-11-06
Old National Bancorp
DECREASED
Shares42,048 from 46,304
Change-4,256 (-9%)
Value$1.7M (-$441.1K)
Filed 2026-10-20
Uptown Financial Advisors LLC
DECREASED
Shares41,962 from 53,969
Change-12,007 (-22%)
Value$1.7M (-$792.0K)
Filed 2026-10-15
Sava Infond d.o.o.
UNCHANGED
Shares41,300 from 41,300
Change0 (0%)
Value$1.6M (-$243.7K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares41,264 from 29,291
Change+11,973 (+41%)
Value$1.6M (+$299.4K)
Filed 2026-10-28
TCP Asset Management, LLC
DECREASED
Shares41,009 from 41,159
Change-150 (0%)
Value$1.6M (-$232.8K)
Filed 2026-10-14
Laraway Financial Advisors Inc
DECREASED
Shares40,687 from 41,111
Change-424 (-1%)
Value$1.6M (-$259.3K)
Filed 2026-11-09
PW Nova Financial Services LLC
DECREASED
Shares40,434 from 44,726
Change-4,292 (-10%)
Value$1.6M (-$433.2K)
Filed 2026-10-15
New Wave Wealth Advisors LLC
INCREASED
Shares40,171 from 38,760
Change+1,411 (+4%)
Value$1.7M (-$75.4K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares39,680 from 5,019
Change+34,661 (+691%)
Value$1.6M (+$1.3M)
Filed 2026-10-28
Investment Management Corp
DECREASED
Shares39,500 from 90,580
Change-51,080 (-56%)
Value$1.6M (-$2.5M)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares39,098 from 38,161
Change+937 (+2%)
Value$1.5M (-$188.2K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares38,821 from 34,825
Change+3,996 (+11%)
Value$1.5M (-$47.8K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares38,045 from 45,691
Change-7,646 (-17%)
Value$1.5M (-$571.2K)
Filed 2026-10-21
City Center Advisors, LLC
INCREASED
Shares38,032 from 34,858
Change+3,174 (+9%)
Value$1.5M (-$80.5K)
Filed 2026-10-08
Mechanics Bank Trust Department
DECREASED
Shares37,950 from 48,886
Change-10,936 (-22%)
Value$1.5M (-$719.7K)
Filed 2026-10-13
Wincap Financial LLC
INCREASED
Shares37,914 from 30,833
Change+7,081 (+23%)
Value$1.5M (+$97.4K)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
DECREASED
Shares37,655 from 49,570
Change-11,915 (-24%)
Value$1.5M (-$762.2K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
DECREASED
Shares37,423 from 74,048
Change-36,625 (-49%)
Value$1.5M (-$1.8M)
Filed 2026-10-16
Concentrum Wealth Management
DECREASED
Shares37,020 from 49,009
Change-11,989 (-24%)
Value$1.5M (-$762.0K)
Filed 2026-11-09
Orange Investment Advisors, Inc.
DECREASED
Shares36,875 from 37,524
Change-649 (-2%)
Value$1.5M (-$247.0K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED
Shares36,759 from 36,759
Change0 (0%)
Value$1.6M (-$122.9K)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares36,651 from 37,983
Change-1,332 (-4%)
Value$1.5M (-$227.7K)
Filed 2026-10-08
Summit Financial Consulting LLC
INCREASED
Shares36,645 from 34,767
Change+1,878 (+5%)
Value$1.4M (-$131.1K)
Filed 2026-10-15
Geneos Wealth Management Inc.
DECREASED
Shares36,535 from 41,350
Change-4,815 (-12%)
Value$1.4M (-$433.9K)
Filed 2026-11-09
Atlas Capital Advisors Inc.
DECREASED
Shares35,900 from 40,089
Change-4,189 (-10%)
Value$6.8K (-$1.8M)
Filed 2026-11-09
Sowell Financial Services LLC
INCREASED
Shares35,713 from 29,270
Change+6,443 (+22%)
Value$1.4M (+$81.4K)
Filed 2026-10-23
Freedom Financial Partners LLC
DECREASED
Shares35,607 from 35,909
Change-302 (-1%)
Value$1.4M (-$223.8K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares35,603 from 39,126
Change-3,523 (-9%)
Value$1.4M (-$369.8K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares35,471 from 40,769
Change-5,298 (-13%)
Value$1.4M (-$449.5K)
Filed 2026-10-20
Chemung Canal Trust Co
DECREASED
Shares35,455 from 36,908
Change-1,453 (-4%)
Value$1.4M (-$275.1K)
Filed 2026-11-04
Kassira Wealth Management LLC
DECREASED
Shares35,351 from 35,467
Change-116 (0%)
Value$1.4M (-$213.8K)
Filed 2026-10-28
Cane Capital Partners, LLC
NEW
Shares35,290
Change+35,290
Value$1.4M
Filed 2026-10-23
Lane Brothers & Co Inc
DECREASED
Shares35,076 from 43,533
Change-8,457 (-19%)
Value$1.4M (-$590.4K)
Filed 2026-11-02
Alerus Financial NA
DECREASED
Shares34,760 from 63,471
Change-28,711 (-45%)
Value$1.4M (-$1.5M)
Filed 2026-11-09
Odyssey Capital Advisors, Inc.
INCREASED
Shares34,741 from 31,524
Change+3,217 (+10%)
Value$1.4M (-$59.1K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares34,734 from 35,232
Change-498 (-1%)
Value$1.4M (-$227.5K)
Filed 2026-10-13
Essex LLC
INCREASED
Shares34,721 from 30,796
Change+3,925 (+13%)
Value$1.4M (-$26.9K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares34,638 from 78,522
Change-43,884 (-56%)
Value$1.4M (-$2.2M)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares34,565 from 44,200
Change-9,635 (-22%)
Value$1.4M (-$640.8K)
Filed 2026-10-08
Asset Allocation Strategies LLC
DECREASED
Shares34,376 from 34,720
Change-344 (-1%)
Value$1.4M (-$218.4K)
Filed 2026-10-20
HBK Sorce Advisory LLC
INCREASED
Shares34,368 from 31,689
Change+2,679 (+8%)
Value$1.5M (+$104.6K)
Filed 2026-11-06
CDM Financial Counseling Services, Inc.
INCREASED
Shares34,368 from 33,703
Change+665 (+2%)
Value$1.4M (-$172.7K)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares34,357 from 57,985
Change-23,628 (-41%)
Value$1.4M (-$1.3M)
Filed 2026-10-13
Lionsbridge Wealth Management LLC
DECREASED
Shares34,240 from 37,300
Change-3,060 (-8%)
Value$1.4M (-$340.8K)
Filed 2026-10-26
Stapp Wealth Management, Pllc
NEW
Shares33,975
Change+33,975
Value$1.3M
Filed 2026-10-15
WP Advisors, LLC
DECREASED
Shares33,817 from 34,481
Change-664 (-2%)
Value$1.3M (-$229.6K)
Filed 2026-10-22
Pine Valley Investments Ltd Liability Co
INCREASED
Shares33,515 from 32,353
Change+1,162 (+4%)
Value$1.3M (-$145.1K)
Filed 2026-11-09
Signal Advisors Wealth, LLC
INCREASED
Shares33,086 from 23,084
Change+10,002 (+43%)
Value$1.3M (+$258.3K)
Filed 2026-10-13
Bullock Wealth Management Group
INCREASED
Shares33,058 from 32,298
Change+760 (+2%)
Value$1.3M (-$134.4K)
Filed 2026-10-09
Horizon Financial Services, LLC
INCREASED
Shares32,926 from 17,768
Change+15,158 (+85%)
Value$1.3M (+$493.0K)
Filed 2026-11-04
Stableford Capital II LLC
DECREASED
Shares32,860 from 33,671
Change-811 (-2%)
Value$1.3M (-$230.6K)
Filed 2026-10-09
Purus Wealth Management, LLC
INCREASED
Shares32,588 from 31,203
Change+1,385 (+4%)
Value$1.3M (-$129.5K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares32,108 from 31,812
Change+296 (+1%)
Value$1.3M (-$176.0K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares32,063 from 32,482
Change-419 (-1%)
Value$1.3M (-$208.2K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares31,968 from 31,814
Change+154 (+0%)
Value$1.3M (-$181.7K)
Filed 2026-10-23
Shum Financial Group, Inc.
INCREASED
Shares31,827 from 31,795
Change+32 (+0%)
Value$1.3M (-$186.3K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares31,636 from 32,156
Change-520 (-2%)
Value$1.2K (-$210)
Filed 2026-10-27
Peoples Financial Services Corp.
DECREASED
Shares31,287 from 31,982
Change-695 (-2%)
Value$1.2M (-$216.4K)
Filed 2026-10-20
Sharper & Granite LLC
DECREASED
Shares31,190 from 34,129
Change-2,939 (-9%)
Value$1.4M (-$116.1K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares31,139 from 4,931
Change+26,208 (+531%)
Value$1.2M (+$1.0M)
Filed 2026-10-16
Ashton Thomas Securities, LLC
INCREASED
Shares31,095 from 18,739
Change+12,356 (+66%)
Value$726.9K (-$122.8K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
UNCHANGED
Shares31,038 from 31,038
Change0 (0%)
Value$1.2M (-$183.1K)
Filed 2026-10-15
Parkside Investments, LLC
INCREASED
Shares31,000 from 30,000
Change+1,000 (+3%)
Value$1.2M (-$137.6K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares30,984 from 30,548
Change+436 (+1%)
Value$1.2M (-$163.0K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares30,879 from 30,329
Change+550 (+2%)
Value$1.2M (-$157.3K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares30,853 from 122,489
Change-91,636 (-75%)
Value$1.2M (-$4.3M)
Filed 2026-10-29
Accel Wealth Management
DECREASED
Shares30,104 from 31,053
Change-949 (-3%)
Value$1.2M (-$220.6K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares29,892 from 23,524
Change+6,368 (+27%)
Value$1.2M (+$112.4K)
Filed 2026-10-26
LEE Danner & Bass Inc
UNCHANGED
Shares29,525 from 29,525
Change0 (0%)
Value$1.2M (-$174.2K)
Filed 2026-10-27
Providence First Trust Co
DECREASED
Shares28,987 from 34,800
Change-5,813 (-17%)
Value$1.1M (-$434.6K)
Filed 2026-11-02
Telos Capital Management, Inc.
INCREASED
Shares28,941 from 26,004
Change+2,937 (+11%)
Value$1.1M (-$37.6K)
Filed 2026-11-02
Creekside Partners
UNCHANGED
Shares28,828 from 28,828
Change0 (0%)
Value$1.1M (-$170.1K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares28,698 from 38,823
Change-10,125 (-26%)
Value$1.1M (-$628.4K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares28,597 from 27,797
Change+800 (+3%)
Value$1.1M (-$132.4K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
DECREASED
Shares28,593 from 40,125
Change-11,532 (-29%)
Value$1.1M (-$691.6K)
Filed 2026-10-16
Penobscot Wealth Management
INCREASED
Shares28,444 from 25,199
Change+3,245 (+13%)
Value$1.1M (-$20.7K)
Filed 2026-10-21
Florida Financial Advisors, LLC
DECREASED
Shares28,429 from 49,396
Change-20,967 (-42%)
Value$1.1M (-$1.1M)
Filed 2026-11-09
Regions Financial Corp
INCREASED
Shares28,285 from 26,201
Change+2,084 (+8%)
Value$1.1M (-$72.4K)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares27,907 from 27,878
Change+29 (+0%)
Value$1.1M (-$163.3K)
Filed 2026-10-19
Parsons Capital Management Inc
DECREASED
Shares27,790 from 30,728
Change-2,938 (-10%)
Value$1.1M (-$297.2K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares27,568 from 28,149
Change-581 (-2%)
Value$1.1M (-$189.0K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares27,290 from 26,930
Change+360 (+1%)
Value$1.1M (-$144.7K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares27,166 from 772
Change+26,394 (+3419%)
Value$1.1M (+$1.0M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares27,079 from 22,395
Change+4,684 (+21%)
Value$1.1M (+$52.6K)
Filed 2026-11-04
Centennial Bank
INCREASED
Shares27,048 from 25,526
Change+1,522 (+6%)
Value$1.1M (-$90.6K)
Filed 2026-11-09
Sage Capital Management, LLC
INCREASED
Shares26,971 from 26,845
Change+126 (+0%)
Value$1.1M (-$153.4K)
Filed 2026-10-20
Fairvoy Private Wealth, LLC
DECREASED
Shares26,955 from 27,284
Change-329 (-1%)
Value$1.1M (-$173.9K)
Filed 2026-10-19
Nwam LLC
INCREASED
Shares26,904 from 26,000
Change+904 (+3%)
Value$1.1M (-$117.7K)
Filed 2026-11-09
Private Wealth Group, LLC
DECREASED
Shares26,859 from 27,414
Change-555 (-2%)
Value$1.1M (-$183.6K)
Filed 2026-10-19
Platform Technology Partners
DECREASED
Shares26,421 from 27,680
Change-1,259 (-5%)
Value$1.0M (-$213.0K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares26,351 from 31,778
Change-5,427 (-17%)
Value$1.0M (-$401.5K)
Filed 2026-10-13
Terra Nova Asset Management LLC
INCREASED
Shares26,262 from 25,615
Change+647 (+3%)
Value$1.0M (-$125.6K)
Filed 2026-10-13
Orrstown Financial Services Inc
INCREASED
Shares26,161 from 26,092
Change+69 (+0%)
Value$1.0M (-$151.2K)
Filed 2026-10-14
Apollon Financial, LLC
DECREASED
Shares26,122 from 27,129
Change-1,007 (-4%)
Value$1.0M (-$199.8K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares26,062 from 23,347
Change+2,715 (+12%)
Value$1.0M (-$30.7K)
Filed 2026-10-21
Opus Financial Solutions LLC
DECREASED
Shares26,059 from 26,415
Change-356 (-1%)
Value$1.0M (-$169.9K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares26,043 from 28,392
Change-2,349 (-8%)
Value$1.0M (-$260.2K)
Filed 2026-10-29
JBR Co Financial Management Inc
UNCHANGED
Shares26,007 from 26,007
Change0 (0%)
Value$1.2M (-$14.8K)
Filed 2026-10-13
10Elms LLP
INCREASED
Shares25,998 from 25,533
Change+465 (+2%)
Value$1.0M (-$132.3K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares25,691
Change+25,691
Value$1.0M
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares25,619 from 10,690
Change+14,929 (+140%)
Value$1.0M (+$525.7K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares25,320 from 25,361
Change-41 (0%)
Value$1.0M (-$137.8K)
Filed 2026-10-09
Cypress Capital Group
DECREASED
Shares25,180 from 27,410
Change-2,230 (-8%)
Value$993.1K (-$249.7K)
Filed 2026-11-03
Quantum Financial Partners LLC
DECREASED
Shares25,069 from 27,158
Change-2,089 (-8%)
Value$988.7K (-$242.6K)
Filed 2026-10-19
Harrell Investment Partners, LLC
INCREASED
Shares24,668 from 23,170
Change+1,498 (+6%)
Value$972.9K (-$77.6K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
INCREASED
Shares24,648 from 1,931
Change+22,717 (+1176%)
Value$972.1K (+$884.6K)
Filed 2026-10-28
CWC Advisors, Llc.
DECREASED
Shares24,604 from 24,605
Change-1 (0%)
Value$970.4K (-$145.2K)
Filed 2026-10-15
Advisors Preferred, LLC
NEW
Shares24,600
Change+24,600
Value$979.8K
Filed 2026-11-09
KW Wealth Management LLC
NEW
Shares24,571
Change+24,571
Value$969.1K
Filed 2026-10-28
Baron Financial Group, LLC
INCREASED
Shares24,127 from 22,212
Change+1,915 (+9%)
Value$951.6K (-$55.5K)
Filed 2026-10-09
Diversify Wealth Management, LLC
DECREASED
Shares24,049 from 25,966
Change-1,917 (-7%)
Value$1.0M (-$184.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares24,049 from 25,966
Change-1,917 (-7%)
Value$1.0M (-$184.5K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
INCREASED
Shares24,003 from 23,901
Change+102 (+0%)
Value$947 (-$1.1M)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
DECREASED
Shares23,816 from 24,256
Change-440 (-2%)
Value$939.3K (-$160.5K)
Filed 2026-10-28
Claro Advisors Inc.
INCREASED
Shares23,786 from 21,838
Change+1,948 (+9%)
Value$938.1K (-$52.0K)
Filed 2026-11-02
Councilor Wealth, LLC
INCREASED
Shares23,726 from 23,725
Change+1 (0%)
Value$935.8K (-$140.0K)
Filed 2026-10-09
Mirador Capital Partners LP
INCREASED
Shares23,661 from 22,957
Change+704 (+3%)
Value$933.2K (-$107.7K)
Filed 2026-10-09
PFG Advisors
DECREASED
Shares23,609 from 28,961
Change-5,352 (-18%)
Value$931.1K (-$382.0K)
Filed 2026-10-16
Fulton Bank, N.A.
INCREASED
Shares23,607 from 20,763
Change+2,844 (+14%)
Value$931.1K (-$10.3K)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares23,415 from 9,929
Change+13,486 (+136%)
Value$923.5K (+$473.3K)
Filed 2026-11-06
Bria Capital Group, LLC
INCREASED
Shares23,386 from 20,015
Change+3,371 (+17%)
Value$922.3K (+$14.9K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares23,330 from 24,995
Change-1,665 (-7%)
Value$920.1K (-$213.1K)
Filed 2026-10-14
Triangle Securities Wealth Management
DECREASED
Shares23,326 from 23,766
Change-440 (-2%)
Value$920.0K (-$157.5K)
Filed 2026-10-14
Global View Capital Management LLC
DECREASED
Shares23,294 from 32,944
Change-9,650 (-29%)
Value$918.7K (-$575.0K)
Filed 2026-10-28
Meridian Financial Advisors, LLC
INCREASED
Shares23,088 from 23,076
Change+12 (+0%)
Value$910.6K (-$135.7K)
Filed 2026-10-14
Montecito Bank & Trust
DECREASED
Shares22,969 from 23,269
Change-300 (-1%)
Value$905.9K (-$149.1K)
Filed 2026-10-01
CRA Financial Services, LLC
UNCHANGED
Shares22,957 from 22,957
Change0 (0%)
Value$905.4K (-$135.4K)
Filed 2026-10-16
Trust Co
DECREASED
Shares22,888 from 22,968
Change-80 (0%)
Value$902.7K (-$138.7K)
Filed 2026-10-09
AFG Fiduciary Services Limited Partnership
DECREASED
Shares22,760 from 23,511
Change-751 (-3%)
Value$953.0K (-$122.9K)
Filed 2026-10-21
Visionary Horizons, LLC
DECREASED
Shares22,738 from 25,236
Change-2,498 (-10%)
Value$896.8K (-$247.4K)
Filed 2026-10-22
LightSquare Wealth Management, LLC
INCREASED
Shares22,698 from 19,614
Change+3,084 (+16%)
Value$895.2K (+$5.9K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares22,538 from 22,010
Change+528 (+2%)
Value$959.2K (-$57.4K)
Filed 2026-10-27
Finward Bancorp
INCREASED
Shares22,511 from 22,411
Change+100 (+0%)
Value$887.8K (-$128.3K)
Filed 2026-10-14
AlTi Global, Inc.
DECREASED
Shares22,462 from 76,662
Change-54,200 (-71%)
Value$885.9K (-$2.6M)
Filed 2026-11-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares22,458 from 23,215
Change-757 (-3%)
Value$885.7K (-$166.8K)
Filed 2026-10-13
Narwhal Capital Management
UNCHANGED
Shares22,360 from 22,360
Change0 (0%)
Value$881.9K (-$131.9K)
Filed 2026-11-04
Cushing Capital Partners, LLC
DECREASED
Shares22,130 from 22,304
Change-174 (-1%)
Value$872.8K (-$138.5K)
Filed 2026-10-20
Belpointe Asset Management LLC
DECREASED
Shares22,122 from 29,769
Change-7,647 (-26%)
Value$872.5K (-$477.2K)
Filed 2026-11-09
Turn8 Private Wealth Inc.
INCREASED
Shares22,092 from 21,136
Change+956 (+5%)
Value$871.3K (-$87.0K)
Filed 2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares22,070 from 22,011
Change+59 (+0%)
Value$908.2K (-$88.9K)
Filed 2026-10-19
Argyle Capital Partners, LLC
DECREASED
Shares21,920 from 22,868
Change-948 (-4%)
Value$864.5K (-$172.3K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED
Shares21,906 from 23,339
Change-1,433 (-6%)
Value$864.0K (-$194.2K)
Filed 2026-10-22
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares21,735 from 21,505
Change+230 (+1%)
Value$852 (-$969.1K)
Filed 2026-11-02
Chesapeake Wealth Management
DECREASED
Shares21,570 from 22,431
Change-861 (-4%)
Value$850.7K (-$166.3K)
Filed 2026-11-09
Curat Global, LLC
INCREASED
Shares21,372 from 17,957
Change+3,415 (+19%)
Value$842.9K (-$215.3K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
INCREASED
Shares20,958 from 15,886
Change+5,072 (+32%)
Value$826.6K (+$106.3K)
Filed 2026-11-06
Cooksen Wealth, LLC
INCREASED
Shares20,821 from 18,609
Change+2,212 (+12%)
Value$862.2K (+$18.4K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares20,798 from 21,061
Change-263 (-1%)
Value$820.3K (-$134.6K)
Filed 2026-11-05
Stonebridge Financial Planning Group, LLC
DECREASED
Shares20,710 from 24,065
Change-3,355 (-14%)
Value$816.8K (-$274.3K)
Filed 2026-11-06
Sepio Capital, LP
DECREASED
Shares20,683 from 28,260
Change-7,577 (-27%)
Value$815.7K (-$465.5K)
Filed 2026-10-22
E&G Advisors, LLC
INCREASED
Shares20,664 from 20,599
Change+65 (+0%)
Value$815.0K (-$119.0K)
Filed 2026-10-13
Powell Investment Advisors, LLC
UNCHANGED
Shares20,430 from 20,430
Change0 (0%)
Value$805.8K (-$120.5K)
Filed 2026-10-22
FNY Investment Advisers, LLC
INCREASED
Shares20,340 from 4,100
Change+16,240 (+396%)
Value$802 (+$617)
Filed 2026-10-16
Independence Wealth Advisors, LLC
INCREASED
Shares20,123 from 17,308
Change+2,815 (+16%)
Value$793.7K (+$8.9K)
Filed 2026-10-29
Boltwood Capital Management
INCREASED
Shares19,970 from 19,928
Change+42 (+0%)
Value$787.6K (-$115.9K)
Filed 2026-10-02
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares19,911 from 19,904
Change+7 (+0%)
Value$785.3K (-$117.2K)
Filed 2026-10-13
Bfsg, LLC
DECREASED
Shares19,692 from 19,742
Change-50 (0%)
Value$776.7K (-$118.5K)
Filed 2026-10-30
Salem Investment Counselors Inc
INCREASED
Shares19,567 from 18,927
Change+640 (+3%)
Value$771.7K (-$86.4K)
Filed 2026-10-13
David J Yvars Group
INCREASED
Shares19,546 from 19,508
Change+38 (+0%)
Value$774.5K (-$119.0K)
Filed 2026-10-09
Innova Wealth Partners
DECREASED
Shares19,438 from 97,333
Change-77,895 (-80%)
Value$766.6K (-$3.6M)
Filed 2026-10-21
Cullen Capital Management, LLC
INCREASED
Shares19,262 from 6,250
Change+13,012 (+208%)
Value$759.7K (+$476.3K)
Filed 2026-11-10
First Horizon Corp
DECREASED
Shares19,235 from 19,263
Change-28 (0%)
Value$758.6K (-$114.8K)
Filed 2026-10-26
Destiny Capital Corp
UNCHANGED
Shares19,170 from 19,170
Change0 (0%)
Value$756.1K (-$113.1K)
Filed 2026-11-03
CMG Global Holdings, LLC
DECREASED
Shares19,093 from 19,369
Change-276 (-1%)
Value$753.0K (-$125.2K)
Filed 2026-10-14
Altfest L J & Co Inc
INCREASED
Shares18,809 from 12,318
Change+6,491 (+53%)
Value$741.8K (+$183.3K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares18,780
Change+18,780
Value$740.7K
Filed 2026-10-21
Solutions 4 Wealth, Ltd
INCREASED
Shares18,759 from 15,366
Change+3,393 (+22%)
Value$739.9K (+$43.2K)
Filed 2026-11-03
John Boyer, Inc.
INCREASED
Shares18,727 from 18,613
Change+114 (+1%)
Value$738.7K (-$105.2K)
Filed 2026-10-27
Stolper Co
DECREASED
Shares18,622 from 18,962
Change-340 (-2%)
Value$734 (-$126)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares18,298 from 29,298
Change-11,000 (-38%)
Value$721.7K (-$606.7K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares18,141 from 18,733
Change-592 (-3%)
Value$715.5K (-$133.9K)
Filed 2026-10-29
Cornerstone National Bank & Trust Co
DECREASED
Shares18,106 from 18,117
Change-11 (0%)
Value$718.4K (-$92.7K)
Filed 2026-10-20
Collaborative Fund Advisors, LLC
INCREASED
Shares18,040 from 11,934
Change+6,106 (+51%)
Value$711.5K (+$170.4K)
Filed 2026-11-02
Moulton Wealth Management, Inc
INCREASED
Shares17,987 from 17,979
Change+8 (+0%)
Value$713.7K (-$91.9K)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares17,966 from 20,080
Change-2,114 (-11%)
Value$708.6K (-$201.9K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
DECREASED
Shares17,966 from 18,234
Change-268 (-1%)
Value$708.5K (-$118.2K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares17,896 from 17,500
Change+396 (+2%)
Value$705.8K (-$87.6K)
Filed 2026-10-19
White Pine Capital LLC
UNCHANGED
Shares17,844 from 17,844
Change0 (0%)
Value$703.8K (-$105.3K)
Filed 2026-11-09
Leavell Investment Management, Inc.
NEW
Shares17,770
Change+17,770
Value$700.8K
Filed 2026-11-09
Sovran Advisors, LLC
INCREASED
Shares17,709 from 16,513
Change+1,196 (+7%)
Value$764.0K (+$12.3K)
Filed 2026-11-02
Objective Capital Management, LLC
INCREASED
Shares17,672 from 17,651
Change+21 (+0%)
Value$697.0K (-$103.3K)
Filed 2026-10-13
White Pine Investment Co
INCREASED
Shares17,560 from 16,501
Change+1,059 (+6%)
Value$693 (-$747.3K)
Filed 2026-10-15
R2 Capital Strategies, LLC
DECREASED
Shares17,551 from 18,219
Change-668 (-4%)
Value$692.2K (-$133.8K)
Filed 2026-10-15
Matthew Goff Investment Advisor, LLC
INCREASED
Shares17,534 from 17,519
Change+15 (+0%)
Value$691.5K (-$102.8K)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares17,451 from 14,766
Change+2,685 (+18%)
Value$688.3K (+$18.8K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares17,234 from 15,981
Change+1,253 (+8%)
Value$679.7K (-$44.9K)
Filed 2026-10-22
Smith Thornton Advisors LLC
UNCHANGED
Shares17,196 from 17,196
Change0 (0%)
Value$678.2K (-$108.0K)
Filed 2026-10-16
Simon Quick Advisors, LLC
INCREASED
Shares17,128 from 17,085
Change+43 (+0%)
Value$675.5K (-$99.1K)
Filed 2026-10-26
MontVue Capital Management, Inc.
DECREASED
Shares17,092 from 17,100
Change-8 (0%)
Value$674.1K (-$101.2K)
Filed 2026-10-19
Nvwm, LLC
INCREASED
Shares16,989 from 16,872
Change+117 (+1%)
Value$670.0K (-$94.9K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares16,952 from 16,184
Change+768 (+5%)
Value$668.6K (-$65.2K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares16,717 from 17,760
Change-1,043 (-6%)
Value$659.3K (-$145.9K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares16,649 from 10,333
Change+6,316 (+61%)
Value$658 (-$423.4K)
Filed 2026-11-04
John A. Wolfe & Associates, Inc.
INCREASED
Shares16,538 from 16,426
Change+112 (+1%)
Value$652.3K (-$92.5K)
Filed 2026-11-06
Burford Brothers, Inc.
DECREASED
Shares16,494 from 16,578
Change-84 (-1%)
Value$650.5K (-$101.1K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares16,482 from 22,514
Change-6,032 (-27%)
Value$650.1K (-$370.7K)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
UNCHANGED
Shares16,439 from 16,439
Change0 (0%)
Value$648.4K (-$97.0K)
Filed 2026-10-26
Narus Financial Partners, LLC
DECREASED
Shares16,428 from 16,631
Change-203 (-1%)
Value$647.9K (-$106.2K)
Filed 2026-10-19
John G Ullman & Associates Inc
DECREASED
Shares16,158 from 16,992
Change-834 (-5%)
Value$637.3K (-$133.1K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED
Shares15,976 from 15,508
Change+468 (+3%)
Value$630.1K (-$73.1K)
Filed 2026-10-21
Asset Management One Co., Ltd.
DECREASED
Shares15,947 from 16,329
Change-382 (-2%)
Value$629.0K (-$111.4K)
Filed 2026-10-27
Fortem Financial Group, LLC
DECREASED
Shares15,664 from 17,040
Change-1,376 (-8%)
Value$617.8K (-$154.8K)
Filed 2026-10-20
Manchester Capital Management LLC
UNCHANGED
Shares15,590 from 15,590
Change0 (0%)
Value$614.9K (-$92.0K)
Filed 2026-10-22
Verus Capital Partners, LLC
INCREASED
Shares15,323 from 13,892
Change+1,431 (+10%)
Value$604.4K (-$25.5K)
Filed 2026-11-03
Donaldson Capital Management, LLC
DECREASED
Shares15,304 from 21,212
Change-5,908 (-28%)
Value$603.6K (-$358.2K)
Filed 2026-11-09
Teamwork Financial Advisors, LLC
INCREASED
Shares15,086 from 11,402
Change+3,684 (+32%)
Value$595.0K (+$78.0K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares15,006 from 18,258
Change-3,252 (-18%)
Value$626.0K (-$201.8K)
Filed 2026-10-15
Lynx Investment Advisory
DECREASED
Shares14,965 from 20,704
Change-5,739 (-28%)
Value$590.2K (-$348.5K)
Filed 2026-10-27
Westside Investment Management, Inc.
INCREASED
Shares14,826 from 6,836
Change+7,990 (+117%)
Value$586.6K (+$276.7K)
Filed 2026-11-02
AmeriServ Wealth Advisors
DECREASED
Shares14,718 from 19,622
Change-4,904 (-25%)
Value$580.5K (-$309.2K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares14,686
Change+14,686
Value$579.2K
Filed 2026-10-19
ARS Investment Partners, LLC
INCREASED
Shares14,481 from 12,370
Change+2,111 (+17%)
Value$571.1K (+$10.3K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares14,340 from 16,097
Change-1,757 (-11%)
Value$565.6K (-$164.3K)
Filed 2026-10-13
Fortune Financial Group, Inc.
DECREASED
Shares14,218 from 16,066
Change-1,848 (-11%)
Value$560.8K (-$167.7K)
Filed 2026-10-22
Sageworth Trust Co
UNCHANGED
Shares14,200 from 14,200
Change0 (0%)
Value$560.0K (-$83.8K)
Filed 2026-10-30
NovaPoint Capital, LLC
DECREASED
Shares14,023 from 14,263
Change-240 (-2%)
Value$553.1K (-$93.6K)
Filed 2026-10-22
Oakworth Capital, Inc.
UNCHANGED
Shares13,974 from 13,974
Change0 (0%)
Value$551.1K (-$81.7K)
Filed 2026-10-26
Chemistry Wealth Management LLC
INCREASED
Shares13,938 from 12,789
Change+1,149 (+9%)
Value$549.7K (-$30.1K)
Filed 2026-10-16
TrueWealth Advisors, LLC
INCREASED
Shares13,924 from 13,918
Change+6 (+0%)
Value$549.1K (-$81.9K)
Filed 2026-10-09
LJI Wealth Management, LLC
INCREASED
Shares13,770 from 6,950
Change+6,820 (+98%)
Value$543.1K (+$228.0K)
Filed 2026-10-28
Windsor Capital Management, LLC
INCREASED
Shares13,733 from 13,541
Change+192 (+1%)
Value$541.6K (-$72.3K)
Filed 2026-10-13
BLB&B Advisors, LLC
INCREASED
Shares13,727 from 10,375
Change+3,352 (+32%)
Value$541.4K (+$71.0K)
Filed 2026-10-27
RIA Advisory Group LLC
DECREASED
Shares13,708 from 14,532
Change-824 (-6%)
Value$540.6K (-$118.3K)
Filed 2026-10-15
Constitution Capital LLC
INCREASED
Shares13,629 from 13,219
Change+410 (+3%)
Value$537.5K (-$61.8K)
Filed 2026-10-23
FCG Investment Co
DECREASED
Shares13,625 from 38,336
Change-24,711 (-64%)
Value$537.4K (-$1.2M)
Filed 2026-10-13
Dynamic Wealth Strategies, LLC
DECREASED
Shares13,573 from 15,767
Change-2,194 (-14%)
Value$535.3K (-$179.6K)
Filed 2026-10-16
Roan Capital Partners
DECREASED
Shares13,536 from 13,689
Change-153 (-1%)
Value$533.9K (-$86.8K)
Filed 2026-10-09
Bailard, Inc.
UNCHANGED
Shares13,468 from 13,468
Change0 (0%)
Value$531.2K (-$79.5K)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares13,465 from 13,685
Change-220 (-2%)
Value$531.1K (-$89.4K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares13,453 from 13,815
Change-362 (-3%)
Value$530.6K (-$95.8K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares13,393 from 21,615
Change-8,222 (-38%)
Value$528.2K (-$451.8K)
Filed 2026-10-07
Peoples Bank
DECREASED
Shares13,369 from 13,425
Change-56 (0%)
Value$527.3K (-$81.4K)
Filed 2026-10-09
S&A Financial Services, Inc.
INCREASED
Shares13,307 from 13,274
Change+33 (+0%)
Value$524.8K (-$77.0K)
Filed 2026-11-03
Evanson Financial, LLC
DECREASED
Shares13,193 from 13,226
Change-33 (0%)
Value$520.3K (-$79.4K)
Filed 2026-10-23
Colony Family Offices, LLC
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$516.7K (-$77.3K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED
Shares12,953 from 12,855
Change+98 (+1%)
Value$510.9K (-$72.0K)
Filed 2026-10-27
United Asset Strategies, Inc.
INCREASED
Shares12,937 from 12,721
Change+216 (+2%)
Value$510.2K (-$66.5K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares12,896 from 8,214
Change+4,682 (+57%)
Value$511.7K (+$139.6K)
Filed 2026-11-04
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares12,767 from 12,767
Change0 (0%)
Value$503.5K (-$75.3K)
Filed 2026-11-09
Vigilare Wealth Management
DECREASED
Shares12,758 from 14,077
Change-1,319 (-9%)
Value$503.2K (-$135.1K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED
Shares12,672 from 18,517
Change-5,845 (-32%)
Value$499.8K (-$339.7K)
Filed 2026-10-13
Tucker Asset Management LLC
DECREASED
Shares12,671 from 13,236
Change-565 (-4%)
Value$499.7K (-$100.4K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares12,628 from 12,843
Change-215 (-2%)
Value$498.0K (-$84.3K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares12,618 from 12,618
Change0 (0%)
Value$497.7K (-$74.4K)
Filed 2026-10-15
Belvedere Trading LLC
NEW
Shares12,536
Change+12,536
Value$494.4K
Filed 2026-11-05
Jm2 Capital Inc.
INCREASED
Shares12,517 from 12,403
Change+114 (+1%)
Value$493.7K (-$68.7K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares12,503 from 10,070
Change+2,433 (+24%)
Value$493.1K (+$36.5K)
Filed 2026-11-09
Patten Group, Inc.
DECREASED
Shares12,482 from 14,889
Change-2,407 (-16%)
Value$492.3K (-$182.8K)
Filed 2026-10-26
Family Investment Center, Inc.
DECREASED
Shares12,422 from 33,555
Change-21,133 (-63%)
Value$489.9K (-$1.0M)
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares12,416 from 11,329
Change+1,087 (+10%)
Value$489.7K (-$24.0K)
Filed 2026-10-20
4Wealth Advisors, Inc.
INCREASED
Shares12,397 from 10,641
Change+1,756 (+17%)
Value$492.3K (+$2.6K)
Filed 2026-10-13
Andina Capital Management, LLC
NEW
Shares12,388
Change+12,388
Value$488.6K
Filed 2026-10-21
West Michigan Advisors, LLC
NEW
Shares12,306
Change+12,306
Value$485.3K
Filed 2026-11-09
Cutler Investment Counsel LLC
UNCHANGED
Shares12,238 from 12,238
Change0 (0%)
Value$482.7K (-$72.2K)
Filed 2026-10-28
Capital Investment Counsel, LLC
DECREASED
Shares12,218 from 35,375
Change-23,157 (-65%)
Value$481.9K (-$1.1M)
Filed 2026-10-14
Cap Partners, LLC
INCREASED
Shares12,211 from 11,482
Change+729 (+6%)
Value$481.6K (-$39.0K)
Filed 2026-10-19
BCS Wealth Management
INCREASED
Shares12,082 from 12,036
Change+46 (+0%)
Value$476.5K (-$69.3K)
Filed 2026-11-03
Retirement Planning Co of New England, Inc.
INCREASED
Shares12,011 from 11,482
Change+529 (+5%)
Value$473.7K (-$46.9K)
Filed 2026-10-15
Investment House LLC
DECREASED
Shares12,000 from 13,200
Change-1,200 (-9%)
Value$473.3K (-$125.2K)
Filed 2026-10-21
J2 Capital Management Inc
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$473.3K (-$70.8K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
INCREASED
Shares11,920 from 11,504
Change+416 (+4%)
Value$470.1K (-$51.5K)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares11,872 from 12,821
Change-949 (-7%)
Value$468.2K (-$113.1K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED
Shares11,872 from 11,854
Change+18 (+0%)
Value$468.3K (-$69.3K)
Filed 2026-10-28
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares11,848 from 11,759
Change+89 (+1%)
Value$467.3K (-$65.9K)
Filed 2026-10-09
Kopp Family Office, LLC
DECREASED
Shares11,845 from 59,245
Change-47,400 (-80%)
Value$2.3M (-$338.5K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares11,812 from 12,145
Change-333 (-3%)
Value$465.9K (-$84.8K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
INCREASED
Shares11,738 from 10,750
Change+988 (+9%)
Value$463.0K (-$24.4K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares11,691 from 12,107
Change-416 (-3%)
Value$461.1K (-$87.8K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
DECREASED
Shares11,688 from 11,800
Change-112 (-1%)
Value$461.0K (-$74.0K)
Filed 2026-10-27
LexAurum Advisors, LLC
UNCHANGED
Shares11,644 from 11,644
Change0 (0%)
Value$459.2K (-$68.7K)
Filed 2026-10-19
Thoroughbred Financial Services, LLC
INCREASED
Shares11,634 from 11,628
Change+6 (+0%)
Value$458 (-$526.5K)
Filed 2026-11-09
Strategic Advisors LLC
DECREASED
Shares11,459 from 11,485
Change-26 (0%)
Value$451.9K (-$68.8K)
Filed 2026-10-13
SteelPeak Wealth, LLC
NEW
Shares11,436
Change+11,436
Value$451.0K
Filed 2026-10-16
Noesis Capital Mangement Corp
DECREASED
Shares11,300 from 12,524
Change-1,224 (-10%)
Value$445.7K (-$122.2K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares11,299 from 10,340
Change+959 (+9%)
Value$445.6K (-$23.2K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
DECREASED
Shares11,299 from 11,744
Change-445 (-4%)
Value$445.6K (-$86.8K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares11,293 from 10,476
Change+817 (+8%)
Value$445.4K (-$29.6K)
Filed 2026-11-03
Collaborative Wealth Managment Inc.
DECREASED
Shares11,081 from 12,796
Change-1,715 (-13%)
Value$437.0K (-$143.1K)
Filed 2026-11-06
Pittenger & Anderson Inc
UNCHANGED
Shares11,060 from 11,060
Change0 (0%)
Value$436.2K (-$65.3K)
Filed 2026-11-02
Cypress Wealth Services, LLC
INCREASED
Shares11,058 from 10,825
Change+233 (+2%)
Value$455.1K (-$35.6K)
Filed 2026-10-21
Wolverine Asset Management LLC
NEW
Shares11,040
Change+11,040
Value$435.4K
Filed 2026-11-02
Berkshire Money Management, Inc.
DECREASED
Shares11,031 from 11,663
Change-632 (-5%)
Value$435.1K (-$93.7K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
INCREASED
Shares11,031 from 11,008
Change+23 (+0%)
Value$435.1K (-$64.0K)
Filed 2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares11,025 from 4,230
Change+6,795 (+161%)
Value$434.8K (+$243.0K)
Filed 2026-10-20
MCF Advisors LLC
DECREASED
Shares10,968 from 11,022
Change-54 (0%)
Value$432.6K (-$67.2K)
Filed 2026-10-28
Fairfield Financial Advisors, LTD
NEW
Shares10,872
Change+10,872
Value$428.8K
Filed 2026-10-14
Able Financial Group, LLC
UNCHANGED
Shares10,756 from 10,756
Change0 (0%)
Value$424.2K (-$63.5K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares10,698 from 10,071
Change+627 (+6%)
Value$421.9K (-$34.7K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
INCREASED
Shares10,657 from 9,582
Change+1,075 (+11%)
Value$420.3K (-$14.1K)
Filed 2026-10-20
Hickory Point Bank & Trust
INCREASED
Shares10,608 from 10,488
Change+120 (+1%)
Value$418.4K (-$57.1K)
Filed 2026-10-01
South Shore Capital Advisors
DECREASED
Shares10,583 from 19,003
Change-8,420 (-44%)
Value$417.4K (-$444.2K)
Filed 2026-10-20
Plimoth Trust Co LLC
INCREASED
Shares10,524 from 9,212
Change+1,312 (+14%)
Value$415.1K (-$2.6K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,476 from 16,375
Change-5,899 (-36%)
Value$413.2K (-$329.2K)
Filed 2026-10-14
KG Capital Management
INCREASED
Shares10,452 from 10,451
Change+1 (+0%)
Value$412.2K (-$61.6K)
Filed 2026-10-15
Strive Financial Group,LLC
INCREASED
Shares10,417 from 3,765
Change+6,652 (+177%)
Value$410.8K (+$240.1K)
Filed 2026-11-09
Barry Investment Advisors, LLC
DECREASED
Shares10,394 from 10,472
Change-78 (-1%)
Value$409.9K (-$64.9K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
DECREASED
Shares10,380 from 23,495
Change-13,115 (-56%)
Value$409.4K (-$655.9K)
Filed 2026-10-07
MBA Advisors LLC
INCREASED
Shares10,259 from 9,118
Change+1,141 (+13%)
Value$404.6K (-$8.8K)
Filed 2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED
Shares10,176 from 13,426
Change-3,250 (-24%)
Value$401.3K (-$207.4K)
Filed 2026-10-16
Mlp3, LLC
INCREASED
Shares10,173 from 7,601
Change+2,572 (+34%)
Value$401.2K (+$56.6K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares10,124 from 10,124
Change0 (0%)
Value$399.3K (-$59.7K)
Filed 2026-10-13
Wespac Advisors, LLC
INCREASED
Shares10,091 from 5,122
Change+4,969 (+97%)
Value$398.0K (+$165.8K)
Filed 2026-10-26
Diversified Management Inc
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$397.6K (-$59.5K)
Filed 2026-10-08
Ritholtz Wealth Management
DECREASED
Shares9,981 from 11,371
Change-1,390 (-12%)
Value$393.7K (-$121.9K)
Filed 2026-11-05
Camelot Technology Advisors, Inc.
INCREASED
Shares9,974 from 9,844
Change+130 (+1%)
Value$393.4K (-$52.9K)
Filed 2026-10-09
First National Trust Co
DECREASED
Shares9,955 from 10,977
Change-1,022 (-9%)
Value$392.6K (-$105.1K)
Filed 2026-10-28
Fortis Group Advisors, LLC
DECREASED
Shares9,865 from 20,284
Change-10,419 (-51%)
Value$419.8K (-$499.9K)
Filed 2026-11-06
Arrow Financial Corp
DECREASED
Shares9,853 from 10,531
Change-678 (-6%)
Value$388.6K (-$88.9K)
Filed 2026-10-26
Clientfirst Wealth Management, LLC
UNCHANGED
Shares9,848 from 9,848
Change0 (0%)
Value$388.4K (-$58.1K)
Filed 2026-11-04
Eclectic Associates Inc
INCREASED
Shares9,838 from 9,834
Change+4 (+0%)
Value$388.0K (-$57.9K)
Filed 2026-10-09
Clear Wave Wealth Management LLC
DECREASED
Shares9,624 from 73,470
Change-63,846 (-87%)
Value$379.6K (-$3.0M)
Filed 2026-11-04
Live Oak Private Wealth LLC
INCREASED
Shares9,620 from 4,883
Change+4,737 (+97%)
Value$379.4K (+$158.0K)
Filed 2026-11-02
Diligent Investors, LLC
INCREASED
Shares9,573 from 9,571
Change+2 (+0%)
Value$377.6K (-$56.4K)
Filed 2026-10-21
TigerOak Management, L.L.C.
DECREASED
Shares9,515 from 10,671
Change-1,156 (-11%)
Value$375.3K (-$108.6K)
Filed 2026-10-23
Econ Financial Services Corp
DECREASED
Shares9,500 from 131,462
Change-121,962 (-93%)
Value$374.7K (-$5.6M)
Filed 2026-10-19
Wall Capital Group, Inc.
DECREASED
Shares9,428 from 30,487
Change-21,059 (-69%)
Value$371.8K (-$1.0M)
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares9,392 from 9,480
Change-88 (-1%)
Value$370.4K (-$59.4K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares9,316 from 8,985
Change+331 (+4%)
Value$367.4K (-$40.0K)
Filed 2026-10-21
Myecfo, LLC
UNCHANGED
Shares9,280 from 9,280
Change0 (0%)
Value$366.0K (-$54.8K)
Filed 2026-10-14
Tortuga Wealth Management, Inc
INCREASED
Shares9,272 from 7,631
Change+1,641 (+22%)
Value$366.1K (+$20.0K)
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares9,247 from 9,520
Change-273 (-3%)
Value$364.7K (-$66.9K)
Filed 2026-10-28
Thrive Capital Management, LLC
DECREASED
Shares9,237 from 9,859
Change-622 (-6%)
Value$364.3K (-$82.7K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares9,185 from 7,351
Change+1,834 (+25%)
Value$362.3K (+$29.0K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
INCREASED
Shares9,181 from 9,180
Change+1 (+0%)
Value$362.1K (-$54.1K)
Filed 2026-11-05
Realta Investment Advisors
DECREASED
Shares9,125 from 23,016
Change-13,891 (-60%)
Value$359.9K (-$683.7K)
Filed 2026-10-14
Sherry Group, Inc.
INCREASED
Shares9,120 from 6,960
Change+2,160 (+31%)
Value$359.7K (+$39.4K)
Filed 2026-10-09
Grey Ledge Advisors, LLC
INCREASED
Shares9,051 from 9,029
Change+22 (+0%)
Value$357.0K (-$52.4K)
Filed 2026-11-02
Glaxis Capital Management, LLC
NEW
Shares9,000
Change+9,000
Value$355.0K
Filed 2026-11-02
Ascent Group, LLC
NEW
Shares8,889
Change+8,889
Value$350.6K
Filed 2026-10-30
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares8,795 from 8,777
Change+18 (+0%)
Value$346.9K (-$51.1K)
Filed 2026-10-20
Vilga Financial Planning LLC
INCREASED
Shares8,786 from 8,450
Change+336 (+4%)
Value$346.5K (-$36.6K)
Filed 2026-10-09
Successful Portfolios LLC
INCREASED
Shares8,683 from 8,598
Change+85 (+1%)
Value$347.0K (-$42.8K)
Filed 2026-10-09
Warner Group LLC
UNCHANGED
Shares8,624 from 8,624
Change0 (0%)
Value$340.1K (-$50.9K)
Filed 2026-11-09
University of Texas S AM Investment Management Co
UNCHANGED
Shares8,607 from 8,607
Change0 (0%)
Value$339.5K (-$50.8K)
Filed 2026-11-03
Zinnia Wealth Advisory, LLC
NEW
Shares8,588
Change+8,588
Value$338.7K
Filed 2026-11-06
Juno Financial Group LLC
INCREASED
Shares8,555 from 8,501
Change+54 (+1%)
Value$337.4K (-$48.0K)
Filed 2026-10-27
Joel Isaacson & Co., LLC
INCREASED
Shares8,549 from 8,195
Change+354 (+4%)
Value$337.2K (-$34.4K)
Filed 2026-11-05
Discipline Wealth Solutions, LLC
DECREASED
Shares8,507 from 10,212
Change-1,705 (-17%)
Value$335.5K (-$127.5K)
Filed 2026-10-14
Heritage Wealth Advisors
DECREASED
Shares8,402 from 8,623
Change-221 (-3%)
Value$331.4K (-$59.6K)
Filed 2026-11-09
PUREfi Wealth, LLC
DECREASED
Shares8,400 from 11,900
Change-3,500 (-29%)
Value$331.3K (-$208.3K)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares8,366 from 7,666
Change+700 (+9%)
Value$329.9K (-$17.6K)
Filed 2026-10-09
Churchill Financial Advisors, LLC
INCREASED
Shares8,339 from 8,235
Change+104 (+1%)
Value$328.9K (-$44.5K)
Filed 2026-10-20
Asset One Wealth Management LLC
INCREASED
Shares8,296 from 6,535
Change+1,761 (+27%)
Value$327.2K (+$31.7K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares8,269 from 8,782
Change-513 (-6%)
Value$339.6K (-$58.5K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED
Shares8,225 from 9,026
Change-801 (-9%)
Value$324.4K (-$84.8K)
Filed 2026-11-02
Bangor Savings Bank
INCREASED
Shares8,208 from 8,145
Change+63 (+1%)
Value$323.7K (-$45.6K)
Filed 2026-10-06
World Equity Group, Inc.
INCREASED
Shares8,203 from 8,031
Change+172 (+2%)
Value$323.5K (-$40.6K)
Filed 2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED
Shares8,188 from 4,720
Change+3,468 (+73%)
Value$322.9K (+$108.9K)
Filed 2026-10-19
Kanawha Capital Management LLC
UNCHANGED
Shares8,188 from 8,188
Change0 (0%)
Value$322.9K (-$48.3K)
Filed 2026-10-19
Diversified Trust Co
NEW
Shares8,138
Change+8,138
Value$321.0K
Filed 2026-11-06
James Investment Research, Inc.
DECREASED
Shares8,106 from 8,308
Change-202 (-2%)
Value$319.7K (-$57.0K)
Filed 2026-10-22
Guardian Asset Advisors, LLC
DECREASED
Shares8,105 from 9,218
Change-1,113 (-12%)
Value$319.7K (-$98.3K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
DECREASED
Shares8,085 from 8,187
Change-102 (-1%)
Value$318.9K (-$52.3K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED
Shares8,019 from 7,995
Change+24 (+0%)
Value$316.3K (-$46.2K)
Filed 2026-10-14
Rockingstone Advisors LLC
UNCHANGED
Shares7,960 from 7,960
Change0 (0%)
Value$313.9K (-$47.0K)
Filed 2026-10-16
First Business Financial Services, Inc.
UNCHANGED
Shares7,904 from 7,904
Change0 (0%)
Value$311.7K (-$46.6K)
Filed 2026-10-29
XY Planning Network, Inc.
DECREASED
Shares7,887 from 7,911
Change-24 (0%)
Value$311.1K (-$47.6K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares7,839 from 8,883
Change-1,044 (-12%)
Value$309.2K (-$84.9K)
Filed 2026-10-26
Fisher Asset Management, LLC
DECREASED
Shares7,824 from 14,048
Change-6,224 (-44%)
Value$308.6K (-$328.3K)
Filed 2026-11-06
Southland Equity Partners LLC
INCREASED
Shares7,821 from 5,415
Change+2,406 (+44%)
Value$308.5K (+$62.9K)
Filed 2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares7,803 from 7,473
Change+330 (+4%)
Value$307.8K (-$31.1K)
Filed 2026-10-20
Berkshire Asset Management LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$307.6K (-$46.0K)
Filed 2026-11-10
YHB Investment Advisors, Inc.
DECREASED
Shares7,716 from 7,764
Change-48 (-1%)
Value$304.3K (-$47.7K)
Filed 2026-10-08
North Star Investment Management Corp.
UNCHANGED
Shares7,670 from 7,670
Change0 (0%)
Value$302.5K (-$45.2K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED
Shares7,668 from 7,750
Change-82 (-1%)
Value$302.4K (-$49.0K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares7,632 from 8,236
Change-604 (-7%)
Value$301.0K (-$72.4K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares7,629 from 7,094
Change+535 (+8%)
Value$300.9K (-$20.8K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,615 from 7,475
Change+140 (+2%)
Value$300.3K (-$38.6K)
Filed 2026-11-02
Retirement Planning Group, LLC
DECREASED
Shares7,564 from 7,909
Change-345 (-4%)
Value$298.3K (-$60.3K)
Filed 2026-10-19
D.B. Root & Company, LLC
INCREASED
Shares7,530 from 4,713
Change+2,817 (+60%)
Value$297.0K (+$83.3K)
Filed 2026-11-04
Maple Capital Management, Inc.
DECREASED
Shares7,449 from 9,546
Change-2,097 (-22%)
Value$293.8K (-$139.0K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares7,434 from 8,744
Change-1,310 (-15%)
Value$293.2K (-$103.2K)
Filed 2026-10-09
NBH Bank
DECREASED
Shares7,422 from 7,797
Change-375 (-5%)
Value$292.7K (-$60.8K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares7,417 from 7,318
Change+99 (+1%)
Value$292.5K (-$39.2K)
Filed 2026-10-19
First Financial Group Corp
INCREASED
Shares7,406 from 7,363
Change+43 (+1%)
Value$292.1K (-$41.8K)
Filed 2026-10-22
Greenleaf Trust
UNCHANGED
Shares7,378 from 7,378
Change0 (0%)
Value$291.0K (-$43.5K)
Filed 2026-10-29
Romano Brothers and Company
DECREASED
Shares7,334 from 7,750
Change-416 (-5%)
Value$289.3K (-$62.1K)
Filed 2026-10-22
CPR Investments Inc.
INCREASED
Shares7,289 from 5,267
Change+2,022 (+38%)
Value$287.5K (+$48.7K)
Filed 2026-10-26
Argent Trust Co
DECREASED
Shares7,268 from 10,471
Change-3,203 (-31%)
Value$286.7K (-$188.1K)
Filed 2026-11-09
Turning Point Benefit Group, Inc.
INCREASED
Shares7,264 from 6,892
Change+372 (+5%)
Value$288.2K (-$23.9K)
Filed 2026-10-28
Mission Financial Group, LLC
INCREASED
Shares7,247 from 7,210
Change+37 (+1%)
Value$285.8K (-$41.1K)
Filed 2026-10-21
Measured Risk Portfolios, Inc.
DECREASED
Shares7,156 from 7,188
Change-32 (0%)
Value$282.2K (-$43.7K)
Filed 2026-10-21
NTV Asset Management LLC
UNCHANGED
Shares7,133 from 7,133
Change0 (0%)
Value$281.3K (-$42.1K)
Filed 2026-10-23
PCG Asset Management, LLC
DECREASED
Shares7,078 from 22,279
Change-15,201 (-68%)
Value$279.2K (-$731.0K)
Filed 2026-11-05
Kentucky Trust Co
UNCHANGED
Shares7,060 from 7,060
Change0 (0%)
Value$278.4K (-$41.7K)
Filed 2026-10-15
Union Savings Bank
UNCHANGED
Shares7,054 from 7,054
Change0 (0%)
Value$278.1K (-$41.7K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares6,976 from 6,976
Change0 (0%)
Value$275.1K (-$41.2K)
Filed 2026-10-26
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares6,945 from 6,945
Change0 (0%)
Value$273.9K (-$41.0K)
Filed 2026-10-26
Avaii Wealth Management, LLC
DECREASED
Shares6,940 from 8,331
Change-1,391 (-17%)
Value$276.4K (-$101.3K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares6,916 from 6,553
Change+363 (+6%)
Value$272.8K (-$24.4K)
Filed 2026-10-23
Acorn Financial Advisory Services Inc
INCREASED
Shares6,908 from 6,903
Change+5 (+0%)
Value$272.5K (-$40.5K)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
DECREASED
Shares6,899 from 15,979
Change-9,080 (-57%)
Value$272.1K (-$452.4K)
Filed 2026-11-04
Ballast Financial Advisors LLC
INCREASED
Shares6,889 from 6,386
Change+503 (+8%)
Value$271.7K (-$17.8K)
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares6,877 from 6,893
Change-16 (0%)
Value$271.2K (-$41.3K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares6,836 from 6,992
Change-156 (-2%)
Value$269.6K (-$47.4K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares6,828 from 7,178
Change-350 (-5%)
Value$269.3K (-$56.2K)
Filed 2026-11-02
Magnolia Capital Management LTD
DECREASED
Shares6,790 from 7,440
Change-650 (-9%)
Value$268 (-$69)
Filed 2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares6,790 from 6,537
Change+253 (+4%)
Value$267.8K (-$28.6K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares6,789 from 7,179
Change-390 (-5%)
Value$267.8K (-$57.7K)
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares6,778 from 7,152
Change-374 (-5%)
Value$267.3K (-$56.9K)
Filed 2026-10-22
APS Management Group, Inc.
DECREASED
Shares6,771 from 9,235
Change-2,464 (-27%)
Value$267.0K (-$151.7K)
Filed 2026-10-14
Union Bancaire Privee, UBP SA
DECREASED
Shares6,760 from 48,218
Change-41,458 (-86%)
Value$267.2K (-$1.8M)
Filed 2026-11-04
Wedmont Private Capital
DECREASED
Shares6,759 from 9,635
Change-2,876 (-30%)
Value$277.6K (-$159.9K)
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,719 from 5,454
Change+1,265 (+23%)
Value$265.0K (+$17.7K)
Filed 2026-10-16
SouthState Bank Corp
INCREASED
Shares6,672 from 3,596
Change+3,076 (+86%)
Value$263.1K (+$100.1K)
Filed 2026-11-09
Clear Retirement Advice LLC
UNCHANGED
Shares6,652 from 6,652
Change0 (0%)
Value$262.4K (-$39.2K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares6,641 from 6,462
Change+179 (+3%)
Value$261.9K (-$31.1K)
Filed 2026-10-08
St. Johns Investment Management Company, LLC
INCREASED
Shares6,606 from 5,678
Change+928 (+16%)
Value$260.5K (+$3.1K)
Filed 2026-10-30
Godsey & Gibb, Inc
UNCHANGED
Shares6,605 from 6,605
Change0 (0%)
Value$260.5K (-$39.0K)
Filed 2026-10-14
Carson Advisory Inc.
DECREASED
Shares6,600 from 6,678
Change-78 (-1%)
Value$260.3K (-$42.5K)
Filed 2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,511
Change+6,511
Value$258.4K
Filed 2026-10-15
CenterStar Asset Management, LLC
NEW
Shares6,500
Change+6,500
Value$257.2K
Filed 2026-10-09
Toews Corp
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$256.4K (-$38.4K)
Filed 2026-11-09
MMA Asset Management LLC
DECREASED
Shares6,493 from 7,824
Change-1,331 (-17%)
Value$256.1K (-$98.7K)
Filed 2026-11-02
First Citizens Financial Corp
INCREASED
Shares6,476 from 5,908
Change+568 (+10%)
Value$255.4K (-$12.5K)
Filed 2026-10-02
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares6,470 from 6,470
Change0 (0%)
Value$255.2K (-$38.2K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares6,405 from 6,561
Change-156 (-2%)
Value$252.6K (-$44.9K)
Filed 2026-10-15
Capstone Capital Management Ltd
NEW
Shares6,400
Change+6,400
Value$252.4K
Filed 2026-10-21
Garde Capital, Inc.
INCREASED
Shares6,389 from 6,074
Change+315 (+5%)
Value$252.0K (-$23.4K)
Filed 2026-10-29
Black Diamond Financial, LLC
DECREASED
Shares6,366 from 6,873
Change-507 (-7%)
Value$251.1K (-$60.5K)
Filed 2026-10-26
Independence Bank of Kentucky
INCREASED
Shares6,347 from 5,672
Change+675 (+12%)
Value$250.3K (-$6.8K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares6,334 from 8,941
Change-2,607 (-29%)
Value$249.8K (-$155.6K)
Filed 2026-10-27
Hopwood Financial Services, Inc.
INCREASED
Shares6,311 from 6,309
Change+2 (+0%)
Value$248.9K (-$37.1K)
Filed 2026-10-29
Lauer Wealth, LLC
UNCHANGED
Shares6,286 from 6,286
Change0 (0%)
Value$258.2K (-$29.0K)
Filed 2026-10-13
Fortis Capital Advisors, LLC
NEW
Shares6,278
Change+6,278
Value$247.6K
Filed 2026-11-09
Symphony Financial, Ltd. Co.
INCREASED
Shares6,277 from 6,221
Change+56 (+1%)
Value$248.6K (-$37.7K)
Filed 2026-10-22
Torrey Growth & Income Advisors
NEW
Shares6,275
Change+6,275
Value$248.9K
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares6,262 from 6,262
Change0 (0%)
Value$248.5K (-$38.1K)
Filed 2026-10-09
Connecticut Capital Management Group, LLC
UNCHANGED
Shares6,260 from 6,260
Change0 (0%)
Value$246.9K (-$36.9K)
Filed 2026-10-29
Nuveen, LLC
DECREASED
Shares6,210 from 6,493
Change-283 (-4%)
Value$271.1K (-$23.2K)
Filed 2026-11-10
Cardiff Park Advisors, LLC
INCREASED
Shares6,165 from 6,120
Change+45 (+1%)
Value$243.2K (-$34.3K)
Filed 2026-11-09
Roman Butler Fullerton & Co
INCREASED
Shares6,160 from 5,566
Change+594 (+11%)
Value$254.8K (+$326)
Filed 2026-10-27
GreatBanc Trust Co
DECREASED
Shares6,090 from 6,220
Change-130 (-2%)
Value$240.2K (-$41.8K)
Filed 2026-11-04
Demars Financial Group, LLC
DECREASED
Shares6,051 from 7,081
Change-1,030 (-15%)
Value$238.7K (-$82.4K)
Filed 2026-10-22
SkyOak Wealth, LLC
UNCHANGED
Shares6,044 from 6,044
Change0 (0%)
Value$238.4K (-$35.7K)
Filed 2026-10-28
Quartz Partners, LLC
DECREASED
Shares6,033 from 6,083
Change-50 (-1%)
Value$237.9K (-$37.9K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
INCREASED
Shares6,020 from 5,070
Change+950 (+19%)
Value$237.4K (+$7.6K)
Filed 2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$236.6K (-$35.4K)
Filed 2026-10-13
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$236.6K (-$35.4K)
Filed 2026-10-23
Nilsine Partners, LLC
UNCHANGED
Shares5,994 from 5,994
Change0 (0%)
Value$236.4K (-$35.4K)
Filed 2026-11-02
Braun Stacey Associates Inc
DECREASED
Shares5,982 from 6,042
Change-60 (-1%)
Value$235.9K (-$38.0K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
UNCHANGED
Shares5,968 from 5,968
Change0 (0%)
Value$246.7K (-$24.2K)
Filed 2026-10-21
Advisor Resource Council
DECREASED
Shares5,938 from 30,926
Change-24,988 (-81%)
Value$237.3K (-$1.2M)
Filed 2026-11-05
Bill Few Associates, Inc.
INCREASED
Shares5,938 from 5,193
Change+745 (+14%)
Value$234.2K (-$1.3K)
Filed 2026-10-09
Connecticut Wealth Management, LLC
DECREASED
Shares5,924 from 8,598
Change-2,674 (-31%)
Value$233.6K (-$156.2K)
Filed 2026-10-13
Ergawealth Advisors, Inc.
INCREASED
Shares5,914 from 5,900
Change+14 (+0%)
Value$233.3K (-$34.2K)
Filed 2026-10-21
Kagan Cocozza Asset Management
DECREASED
Shares5,893 from 5,894
Change-1 (0%)
Value$232.4K (-$34.8K)
Filed 2026-10-19
Capital Square, LLC
DECREASED
Shares5,890 from 5,936
Change-46 (-1%)
Value$232.3K (-$37.2K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
DECREASED
Shares5,878 from 7,552
Change-1,674 (-22%)
Value$231.8K (-$110.6K)
Filed 2026-11-04
Lpwm LLC
NEW
Shares5,867
Change+5,867
Value$231.4K
Filed 2026-10-20
Winthrop Advisory Group LLC
NEW
Shares5,841
Change+5,841
Value$230.4K
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
NEW
Shares5,800
Change+5,800
Value$229
Filed 2026-10-19
Occidental Asset Management, LLC
DECREASED
Shares5,719 from 6,831
Change-1,112 (-16%)
Value$225.6K (-$84.2K)
Filed 2026-11-05
ASL Financial, LLC
DECREASED
Shares5,688 from 7,288
Change-1,600 (-22%)
Value$224.3K (-$106.1K)
Filed 2026-10-15
Straight Path Wealth Management
INCREASED
Shares5,686 from 5,234
Change+452 (+9%)
Value$224.3K (-$13.1K)
Filed 2026-10-23
GFS Advisors, LLC
INCREASED
Shares5,640 from 2,640
Change+3,000 (+114%)
Value$222.0K (-$290.4K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares5,600 from 9,600
Change-4,000 (-42%)
Value$220.9K (-$214.4K)
Filed 2026-10-19
Aspiriant, LLC
UNCHANGED
Shares5,594 from 5,594
Change0 (0%)
Value$220.6K (-$33.0K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$219.9K (-$32.9K)
Filed 2026-10-05
Post Resch Tallon Group Inc.
INCREASED
Shares5,550 from 5,400
Change+150 (+3%)
Value$218.9K (-$25.9K)
Filed 2026-10-09
Endeavor Private Wealth, Inc.
DECREASED
Shares5,549 from 6,716
Change-1,167 (-17%)
Value$218.9K (-$85.6K)
Filed 2026-11-05
Whitener Capital Management, Inc.
INCREASED
Shares5,521 from 5,224
Change+297 (+6%)
Value$217.7K (-$19.1K)
Filed 2026-10-15
Financial Partners Group, Inc
INCREASED
Shares5,518 from 5,515
Change+3 (+0%)
Value$217.6K (-$32.4K)
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$216.9K (-$32.5K)
Filed 2026-10-30
VCI Wealth Management LLC
INCREASED
Shares5,498 from 5,456
Change+42 (+1%)
Value$216.8K (-$30.5K)
Filed 2026-10-29
Aries Wealth Management
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$216.8K (-$32.4K)
Filed 2026-10-23
Pictet North America Advisors SA
UNCHANGED
Shares5,492 from 5,492
Change0 (0%)
Value$216.6K (-$32.4K)
Filed 2026-10-21
Gateway Investment Advisers LLC
NEW
Shares5,463
Change+5,463
Value$215.5K
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,360 from 5,261
Change+99 (+2%)
Value$211.4K (-$27.1K)
Filed 2026-10-29
Fortitude Family Office, LLC
UNCHANGED
Shares5,359 from 5,359
Change0 (0%)
Value$211.4K (-$31.6K)
Filed 2026-10-14
Florida Trust Wealth Management Co
NEW
Shares5,323
Change+5,323
Value$209.9K
Filed 2026-11-05
First Citizens Bank & Trust Co
UNCHANGED
Shares5,319 from 5,319
Change0 (0%)
Value$209.8K (-$31.4K)
Filed 2026-10-14
Contravisory Investment Management, Inc.
DECREASED
Shares5,293 from 8,319
Change-3,026 (-36%)
Value$208.8K (-$168.4K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares5,255 from 5,729
Change-474 (-8%)
Value$207.3K (-$52.5K)
Filed 2026-10-08
Ridgecrest Wealth Partners, LLC
DECREASED
Shares5,200 from 5,230
Change-30 (-1%)
Value$205.1K (-$32.0K)
Filed 2026-10-19
Cornerstone Advisory, LLC
DECREASED
Shares5,174 from 8,464
Change-3,290 (-39%)
Value$204.1K (-$179.7K)
Filed 2026-11-06
Interchange Capital Partners, LLC
DECREASED
Shares5,123 from 5,309
Change-186 (-3%)
Value$202.1K (-$38.7K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED
Shares5,101 from 4,798
Change+303 (+6%)
Value$201.2K (-$16.4K)
Filed 2026-11-03
Basso Capital Management, L.P.
DECREASED
Shares5,100 from 26,314
Change-21,214 (-81%)
Value$201.1K (-$991.9K)
Filed 2026-10-30
Activest Wealth Management
INCREASED
Shares4,997 from 3,968
Change+1,029 (+26%)
Value$197.1K (+$17.2K)
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$196.9K (-$29.5K)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares4,935 from 3,777
Change+1,158 (+31%)
Value$194.6K (+$23.4K)
Filed 2026-10-15
Guidance Capital, Inc
DECREASED
Shares4,914 from 5,284
Change-370 (-7%)
Value$214.6K (-$25.6K)
Filed 2026-11-03
Strategic Advocates LLC
INCREASED
Shares4,856 from 4,817
Change+39 (+1%)
Value$191.5K (-$26.9K)
Filed 2026-11-03
Advanced Asset Management Advisors Inc
INCREASED
Shares4,836 from 4,792
Change+44 (+1%)
Value$190.7K (-$26.5K)
Filed 2026-10-20
Sankala Group LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$189.7K (-$21.7K)
Filed 2026-11-09
Salomon & Ludwin, LLC
INCREASED
Shares4,715 from 4,680
Change+35 (+1%)
Value$186.0K (-$23.6K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares4,615 from 4,614
Change+1 (+0%)
Value$182.0K (-$27.2K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares4,474 from 4,474
Change0 (0%)
Value$176.5K (-$26.4K)
Filed 2026-11-02
Balance Wealth Partners LLC
UNCHANGED
Shares4,418 from 4,418
Change0 (0%)
Value$174.2K (-$26.1K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares4,275 from 542
Change+3,733 (+689%)
Value$168.6K (+$144.0K)
Filed 2026-11-05
Register Financial Advisors LLC
DECREASED
Shares4,239 from 4,664
Change-425 (-9%)
Value$167.2K (-$44.3K)
Filed 2026-10-23
Citizens National Bank Trust Department
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$165.6K (-$24.8K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares4,198 from 3,993
Change+205 (+5%)
Value$165.6K (-$15.5K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares4,070
Change+4,070
Value$160.5K
Filed 2026-10-27
American National Bank & Trust
INCREASED
Shares4,050 from 2,648
Change+1,402 (+53%)
Value$159.7K (+$39.7K)
Filed 2026-10-07
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares3,890 from 2,894
Change+996 (+34%)
Value$153.4K (+$22.2K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
UNCHANGED
Shares3,886 from 3,886
Change0 (0%)
Value$153.3K (-$22.9K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,810 from 3,769
Change+41 (+1%)
Value$150.3K (-$20.6K)
Filed 2026-10-27
Angeles Wealth Management, LLC
INCREASED
Shares3,775 from 3,200
Change+575 (+18%)
Value$148.9K (+$3.8K)
Filed 2026-10-26
Highland Investment Advisors LLC
INCREASED
Shares3,601 from 3,588
Change+13 (+0%)
Value$142.0K (-$20.6K)
Filed 2026-11-09
Bank of New Hampshire
DECREASED
Shares3,436 from 3,802
Change-366 (-10%)
Value$135.5K (-$36.9K)
Filed 2026-10-06
Pacific Center for Financial Services
INCREASED
Shares3,294 from 3,292
Change+2 (+0%)
Value$129.9K (-$19.3K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares3,244 from 36
Change+3,208 (+8911%)
Value$128.7K (+$127.1K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
DECREASED
Shares3,215 from 3,566
Change-351 (-10%)
Value$126.8K (-$34.9K)
Filed 2026-10-21
Spirit of America Management Corp
DECREASED
Shares3,193 from 142,951
Change-139,758 (-98%)
Value$132.9K (+$129.7K)
Filed 2026-10-14
High Note Wealth, LLC
UNCHANGED
Shares3,166 from 3,166
Change0 (0%)
Value$124.9K (-$18.7K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares2,992 from 3,172
Change-180 (-6%)
Value$118.0K (-$25.8K)
Filed 2026-10-27
Sherman Asset Management, Inc.
DECREASED
Shares2,973 from 3,040
Change-67 (-2%)
Value$117.3K (-$20.6K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,910 from 3,584
Change-674 (-19%)
Value$114.8K (-$48.1K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,855 from 2,855
Change0 (0%)
Value$112.6K (-$16.8K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares2,792 from 1,683
Change+1,109 (+66%)
Value$110.1K (+$33.8K)
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares2,785 from 2,665
Change+120 (+5%)
Value$109.8K (-$11.0K)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
NEW
Shares2,736
Change+2,736
Value$107.9K
Filed 2026-11-03
Founders Financial Alliance, LLC
DECREASED
Shares2,695 from 7,530
Change-4,835 (-64%)
Value$106.3K (-$235.1K)
Filed 2026-11-10
EPG Wealth Management LLC
INCREASED
Shares2,594 from 2,552
Change+42 (+2%)
Value$102.3K (-$13.4K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares2,567 from 2,897
Change-330 (-11%)
Value$101.3K (-$30.1K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,492 from 2,550
Change-58 (-2%)
Value$98.3K (-$17.3K)
Filed 2026-10-29
Chilton Capital Management LLC
UNCHANGED
Shares2,486 from 2,486
Change0 (0%)
Value$98.0K (-$14.7K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,442 from 2,876
Change-434 (-15%)
Value$96.3K (-$34.1K)
Filed 2026-10-23
Clean Yield Group
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$94.7K (-$14.2K)
Filed 2026-10-28
Old Second National Bank of Aurora
DECREASED
Shares2,256 from 2,406
Change-150 (-6%)
Value$89.0K (-$20.1K)
Filed 2026-10-22
Northstar Asset Management Co
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$94.1K (-$9.6K)
Filed 2026-10-22
Ares Financial Consulting, LLC
INCREASED
Shares2,230 from 2,213
Change+17 (+1%)
Value$88.0K (-$12.4K)
Filed 2026-10-19
Townsend Asset Management Corp
INCREASED
Shares2,216 from 2,214
Change+2 (+0%)
Value$87.4K (-$13.0K)
Filed 2026-10-29
Hurley Capital, LLC
INCREASED
Shares2,204 from 1,160
Change+1,044 (+90%)
Value$86.9K (+$34.4K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares2,187 from 1,600
Change+587 (+37%)
Value$86.3K (+$13.7K)
Filed 2026-10-23
Evermay Wealth Management LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$84.4K (-$12.6K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
NEW
Shares2,115
Change+2,115
Value$83.4K
Filed 2026-10-22
City State Bank
INCREASED
Shares2,070 from 2,060
Change+10 (+0%)
Value$81.6K (-$11.8K)
Filed 2026-10-20
Covestor Ltd
UNCHANGED
Shares2,069 from 2,069
Change0 (0%)
Value$81 (-$93.9K)
Filed 2026-10-30
Stone House Investment Management, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$80.4K (-$12.0K)
Filed 2026-10-23
Y.D. More Investments Ltd
DECREASED
Shares2,036 from 2,616
Change-580 (-22%)
Value$80.2K (-$38.1K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$76.2K (-$11.4K)
Filed 2026-10-20
Morse Asset Management, Inc
DECREASED
Shares1,900 from 2,000
Change-100 (-5%)
Value$74.9K (-$15.7K)
Filed 2026-11-09
Security National Bank
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$74.5K (-$11.1K)
Filed 2026-10-26
Armor Investment Advisors, LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$73.8K (-$11.0K)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares1,849 from 1,847
Change+2 (+0%)
Value$72.9K (-$10.8K)
Filed 2026-10-21
Country Trust Bank
DECREASED
Shares1,818 from 2,010
Change-192 (-10%)
Value$71.7K (-$19.4K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares1,740 from 1,727
Change+13 (+1%)
Value$68.6K (-$9.7K)
Filed 2026-10-23
Grove Bank & Trust
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$63.1K (-$9.4K)
Filed 2026-10-08
Signature Equity Partners, LLC
INCREASED
Shares1,554 from 1,417
Change+137 (+10%)
Value$61.3K (-$3.0K)
Filed 2026-10-29
United Community Bank
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$61.1K (-$9.1K)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares1,518 from 2,608
Change-1,090 (-42%)
Value$59.9K (-$58.4K)
Filed 2026-10-01
Brown, Lisle Ings, Inc.
INCREASED
Shares1,499 from 1,414
Change+85 (+6%)
Value$59.1K (-$5.0K)
Filed 2026-10-16
Biltmore Family Office, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$58.4K (-$8.7K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,244 from 1,248
Change-4 (0%)
Value$49.1K (-$7.5K)
Filed 2026-11-02
Byrne Asset Management LLC
DECREASED
Shares1,214 from 1,224
Change-10 (-1%)
Value$48.2K (-$7.3K)
Filed 2026-10-06
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$47.3K (-$7.1K)
Filed 2026-11-09
Transce3nd, LLC
DECREASED
Shares1,178 from 1,334
Change-156 (-12%)
Value$49.5K (-$11.1K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares1,171 from 1,167
Change+4 (+0%)
Value$46.2K (-$6.7K)
Filed 2026-10-13
Winch Advisory Services, LLC
INCREASED
Shares1,140 from 1,131
Change+9 (+1%)
Value$44.9K (-$6.3K)
Filed 2026-11-06
Nemes Rush Group LLC
INCREASED
Shares1,116 from 1,111
Change+5 (+0%)
Value$44.0K (-$6.3K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
INCREASED
Shares1,102 from 179
Change+923 (+516%)
Value$43.5K (+$35.4K)
Filed 2026-10-23
Towne Trust Company, N.a
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$43.4K (-$6.5K)
Filed 2026-10-28
Adirondack Trust Co
DECREASED
Shares1,076 from 1,159
Change-83 (-7%)
Value$42.4K (-$10.1K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares1,061
Change+1,061
Value$41.8K
Filed 2026-10-29
Tsfg, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$41 (-$47.0K)
Filed 2026-10-23
Zions Bancorporation, National Association
DECREASED
Shares1,040 from 2,040
Change-1,000 (-49%)
Value$41.0K (-$51.5K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
INCREASED
Shares1,035 from 1,034
Change+1 (+0%)
Value$40.8K (-$6.1K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$39.8K (-$6.0K)
Filed 2026-10-27
PlanVest Financial, Inc
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$38.6K (-$5.8K)
Filed 2026-11-09
Jnba Financial Advisors
INCREASED
Shares957 from 464
Change+493 (+106%)
Value$37.7K (+$16.7K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares834 from 613
Change+221 (+36%)
Value$32.9K (+$5.1K)
Filed 2026-11-06
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares823 from 726
Change+97 (+13%)
Value$32.5K (-$458)
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares820
Change+820
Value$32.3K
Filed 2026-10-07
N.E.W. Advisory Services LLC
DECREASED
Shares812 from 1,312
Change-500 (-38%)
Value$32.0K (-$27.5K)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares810
Change+810
Value$31.9K
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$31.6K (-$4.7K)
Filed 2026-10-05
United Financial Planning Group LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$31.2K (-$4.7K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares782 from 5,226
Change-4,444 (-85%)
Value$30.8K (-$206.1K)
Filed 2026-10-28
Rice Partnership, LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$30.4K (-$4.5K)
Filed 2026-11-09
Compass Wealth Management LLC
NEW
Shares768
Change+768
Value$30.3K
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$30.3K (-$4.5K)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$28.9K (-$4.3K)
Filed 2026-10-29
Acima Private Wealth, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$28.7K (-$4.3K)
Filed 2026-10-05
Main Street Group, LTD
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$27.5K (-$4.1K)
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares696
Change+696
Value$27.5K
Filed 2026-10-13
Valley Wealth Managers, Inc.
INCREASED
Shares696 from 452
Change+244 (+54%)
Value$27.5K (+$7.0K)
Filed 2026-10-09
Quent Capital, LLC
DECREASED
Shares696 from 702
Change-6 (-1%)
Value$30.0K (-$1.8K)
Filed 2026-11-09
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares690 from 790
Change-100 (-13%)
Value$27.2K (-$8.6K)
Filed 2026-10-20
Albion Financial Group
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$26.7K (-$4.0K)
Filed 2026-10-21
Livelsberger Financial Advisory
NEW
Shares659
Change+659
Value$26.0K
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$25.2K (-$3.8K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$24.6K (-$3.7K)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$24.5K (-$3.7K)
Filed 2026-10-28
Paladin Advisory Group, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$24.3K (-$3.6K)
Filed 2026-11-09
Davis Capital Management
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$23.7K (-$3.6K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$24.8K (-$2.6K)
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$22.9K (-$3.4K)
Filed 2026-10-23
Pioneer Family Office, LLC
INCREASED
Shares562 from 218
Change+344 (+158%)
Value$22.2K (+$12.3K)
Filed 2026-10-30
Capital Investment Counsel, Inc
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$21.8K (-$3.3K)
Filed 2026-10-20
Concord Wealth Partners
NEW
Shares543
Change+543
Value$21.4K
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares530
Change+530
Value$20.9K
Filed 2026-10-19
StrongBox Wealth, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$20.9K (-$3.1K)
Filed 2026-11-02
Clark Wealth Partners
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$20.1K (-$3.0K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.7K (-$3.0K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares494 from 444
Change+50 (+11%)
Value$19.5K (-$648)
Filed 2026-10-30
Markowski Investments
INCREASED
Shares484 from 483
Change+1 (+0%)
Value$19.1K (-$2.8K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares455 from 3,675
Change-3,220 (-88%)
Value$17.9K (-$148.7K)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares452 from 449
Change+3 (+1%)
Value$17.8K (-$2.5K)
Filed 2026-10-23
Costello Asset Management, Inc
INCREASED
Shares416 from 413
Change+3 (+1%)
Value$16.4K (-$2.3K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
DECREASED
Shares405 from 516
Change-111 (-22%)
Value$16.0K (-$7.4K)
Filed 2026-10-22
Smithfield Trust Co
DECREASED
Shares400 from 600
Change-200 (-33%)
Value$16 (-$27.0K)
Filed 2026-11-09
MTM Investment Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$15.8K (-$2.4K)
Filed 2026-10-30
Point Nemo Capital, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$15.7K (-$2.3K)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$15.0K (-$2.3K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares374
Change+374
Value$14.7K
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$14.6K (-$2.2K)
Filed 2026-10-27
Strengthening Families & Communities, LLC
INCREASED
Shares363 from 360
Change+3 (+1%)
Value$14.3K (-$2.0K)
Filed 2026-10-21
Vision Financial Markets LLC
INCREASED
Shares348 from 347
Change+1 (+0%)
Value$13.8K (-$1.7K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$13.6K (-$2.0K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$13.3K (-$2.0K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$12.9K (-$1.9K)
Filed 2026-10-05
Hantz Financial Services, Inc.
DECREASED
Shares318 from 568
Change-250 (-44%)
Value$13 (-$26.0K)
Filed 2026-11-09
Archer Investment Corp
DECREASED
Shares312 from 358
Change-46 (-13%)
Value$12.3K (-$3.9K)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares303
Change+303
Value$12.0K
Filed 2026-10-14
Chapman Financial Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$11.8K (-$1.8K)
Filed 2026-10-26
Hanson & Doremus Investment Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12 (-$2)
Filed 2026-10-16
POM Investment Strategies, LLC
INCREASED
Shares299 from 270
Change+29 (+11%)
Value$11.8K (-$445)
Filed 2026-10-20
Luminist Capital LLC
DECREASED
Shares298 from 634
Change-336 (-53%)
Value$11.8K (-$17.0K)
Filed 2026-11-10
1620 Investment Advisors, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$11.0K (-$1.7K)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$10.3K (-$1.5K)
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$9 (-$2)
Filed 2026-11-04
Walsh & Associates, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$9.9K (-$1.5K)
Filed 2026-11-09
Burk Holdings LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$9.9K (-$1.5K)
Filed 2026-11-05
Hoey Investments, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$9.9K (-$1.5K)
Filed 2026-10-29
SYM Financial Corp
DECREASED
Shares248 from 263
Change-15 (-6%)
Value$9.8K (-$2.1K)
Filed 2026-10-26
BankChampaign, National Association
NEW
Shares246
Change+246
Value$16.3K
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$9.7K (-$1.5K)
Filed 2026-10-05
Trust Co of Toledo NA
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$9.0K (-$1.3K)
Filed 2026-10-16
Roxbury Financial LLC
INCREASED
Shares227 from 226
Change+1 (+0%)
Value$9.0K (-$1.3K)
Filed 2026-10-01
Great Lakes Advisors, LLC
NEW
Shares226
Change+226
Value$8.9K
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$8.8K (-$1.3K)
Filed 2026-10-02
Cdkv Holdings LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$8.3K (-$1.2K)
Filed 2026-10-28
Madden Securities Corp
NEW
Shares200
Change+200
Value$7.9K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares200 from 582
Change-382 (-66%)
Value$7.9K (-$18.5K)
Filed 2026-10-05
Meramec Financial Planners, LLC
DECREASED
Shares200 from 217
Change-17 (-8%)
Value$8.6K (-$1.3K)
Filed 2026-11-09
Hilltop National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.9K (-$1.2K)
Filed 2026-10-14
Motco
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.9K (-$1.2K)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
NEW
Shares188
Change+188
Value$7.4K
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares176 from 670
Change-494 (-74%)
Value$6.9K (-$23.4K)
Filed 2026-10-28
Caldwell Sutter Capital, Inc.
INCREASED
Shares170 from 85
Change+85 (+100%)
Value$6.7K (+$2.9K)
Filed 2026-11-09
Eukles Asset Management
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$6.6K (-$991)
Filed 2026-11-04
Valley National Advisers Inc
NEW
Shares154
Change+154
Value$6.1K
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$5.6K (-$838)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$5.4K (-$814)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$5.3K (-$755)
Filed 2026-10-21
Tidemark, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$5.4K (-$802)
Filed 2026-11-09
Chung Wu Investment Group, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.1K (-$767)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares118 from 288
Change-170 (-59%)
Value$4.7K (-$8.4K)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
NEW
Shares114
Change+114
Value$4.5K
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$4.0K (-$567)
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.9K (-$590)
Filed 2026-10-22
Barrett & Company, Inc.
DECREASED
Shares98 from 100
Change-2 (-2%)
Value$3.9K (-$669)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.9K (-$578)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$3.7K (-$549)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.3K (-$496)
Filed 2026-11-03
Olistico Wealth, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.2K (-$472)
Filed 2026-10-05
First Command Advisory Services, Inc.
INCREASED
Shares78 from 50
Change+28 (+56%)
Value$3.1K (+$809)
Filed 2026-11-05
CNB Bank
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.0K (-$449)
Filed 2026-11-09
Darwin Wealth Management, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.6K (-$385)
Filed 2026-11-09
Elevated Capital Advisors, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.4K (-$366)
Filed 2026-11-04
Wolff Wiese Magana LLC
DECREASED
Shares61 from 343
Change-282 (-82%)
Value$2.4K (-$13.1K)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares58
Change+58
Value$2.4K
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.4K (-$214)
Filed 2026-10-16
Financial Freedom, LLC
NEW
Shares56
Change+56
Value$2.2K
Filed 2026-11-06
Mondrian Investment Partners LTD
NEW
Shares53
Change+53
Value$2.2K
Filed 2026-10-23
Signature Resources Capital Management, LLC
DECREASED
Shares46 from 121
Change-75 (-62%)
Value$1.8K (-$3.7K)
Filed 2026-10-16
Investment Research & Advisory Group, Inc.
NEW
Shares40
Change+40
Value$27.8K
Filed 2026-10-19
Rakuten Securities, Inc.
DECREASED
Shares38 from 777
Change-739 (-95%)
Value$1.5K (-$33.7K)
Filed 2026-11-02
Cypress Capital Management LLC (WY)
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.5K (-$224)
Filed 2026-11-09
Godfrey Financial Associates, Inc.
NEW
Shares34
Change+34
Value$1.3K
Filed 2026-11-10
Mechanics Financial Corp
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.1K (-$166)
Filed 2026-11-05
Roble, Belko & Company, Inc
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1 ($0)
Filed 2026-11-09
Breakwater Investment Management
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$632 (-$94)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares5 from 3,092
Change-3,087 (-100%)
Value$197 (-$140.0K)
Filed 2026-10-22
Centerpoint Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-11-05
Canton Hathaway, LLC
DECREASED
Shares1 from 81,077
Change-81,076 (-100%)
Value$16 (-$3.7M)
Filed 2026-10-23
New Harbor Financial Group, LLC
CLOSED
Shares0 from 597,390
Change-597,390 (-100%)
Value$0 (-$27.1M)
Filed 2026-10-22
BNC Wealth Management, LLC
CLOSED
Shares0 from 237,973
Change-237,973 (-100%)
Value$0 (-$10.8M)
Filed 2026-10-19
Thor Trading Advisors, LLC
CLOSED
Shares0 from 178,831
Change-178,831 (-100%)
Value$0 (-$8.1M)
Filed 2026-11-05
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 116,897
Change-116,897 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-04
Rockport Wealth LLC
CLOSED
Shares0 from 115,509
Change-115,509 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-03
Innealta Capital, LLC
CLOSED
Shares0 from 106,372
Change-106,372 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 65,340
Change-65,340 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 54,049
Change-54,049 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-05
Clarus Wealth Advisors
CLOSED
Shares0 from 51,206
Change-51,206 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-13
Investment Management Trust, LLC
CLOSED
Shares0 from 50,399
Change-50,399 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-05
Bellwether Advisors, LLC
CLOSED
Shares0 from 48,538
Change-48,538 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-09
Savior LLC
CLOSED
Shares0 from 47,711
Change-47,711 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
Retireful, LLC
CLOSED
Shares0 from 45,467
Change-45,467 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-09
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 45,158
Change-45,158 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
Prentice Wealth Management LLC
CLOSED
Shares0 from 41,018
Change-41,018 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 36,428
Change-36,428 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-16
Ticino Wealth
CLOSED
Shares0 from 31,954
Change-31,954 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
Financial & Tax Architects, LLC
CLOSED
Shares0 from 31,753
Change-31,753 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-15
Cabana LLC
CLOSED
Shares0 from 31,560
Change-31,560 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Canal Capital Management, LLC
CLOSED
Shares0 from 25,128
Change-25,128 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-10
LEE Johnson Capital Management, LLC
CLOSED
Shares0 from 23,717
Change-23,717 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-09
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 23,058
Change-23,058 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-23
ATX Financial Planning, LLC
CLOSED
Shares0 from 21,234
Change-21,234 (-100%)
Value$0 (-$962.7K)
Filed 2026-10-14
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 20,723
Change-20,723 (-100%)
Value$0 (-$939.6K)
Filed 2026-11-03
Summit Securities Group LLC
CLOSED
Shares0 from 19,223
Change-19,223 (-100%)
Value$0 (-$871.6K)
Filed 2026-11-05
Avestar Capital, LLC
CLOSED
Shares0 from 17,599
Change-17,599 (-100%)
Value$0 (-$797.9K)
Filed 2026-10-28
Westover Capital Advisors, LLC
CLOSED
Shares0 from 17,500
Change-17,500 (-100%)
Value$0 (-$793.5K)
Filed 2026-10-26
Personal CFO Solutions, LLC
CLOSED
Shares0 from 17,151
Change-17,151 (-100%)
Value$0 (-$777.6K)
Filed 2026-11-06
Mount Lucas Management LP
CLOSED
Shares0 from 16,257
Change-16,257 (-100%)
Value$0 (-$737.1K)
Filed 2026-11-09
Wakefield Asset Management Lllp
CLOSED
Shares0 from 15,797
Change-15,797 (-100%)
Value$0 (-$716.2K)
Filed 2026-11-05
Rinkey Investments
CLOSED
Shares0 from 14,975
Change-14,975 (-100%)
Value$0 (-$679.0K)
Filed 2026-10-28
TFO Wealth Partners, LLC
CLOSED
Shares0 from 13,616
Change-13,616 (-100%)
Value$0 (-$617.3K)
Filed 2026-11-09
Iams Wealth Management, LLC
CLOSED
Shares0 from 13,590
Change-13,590 (-100%)
Value$0 (-$616.2K)
Filed 2026-10-15
Ibex Wealth Advisors
CLOSED
Shares0 from 13,323
Change-13,323 (-100%)
Value$0 (-$604.0K)
Filed 2026-11-06
Fulcrum Equity Management
CLOSED
Shares0 from 13,198
Change-13,198 (-100%)
Value$0 (-$598.4K)
Filed 2026-10-21
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 12,300
Change-12,300 (-100%)
Value$0 (-$557.7K)
Filed 2026-10-16
Kessler Investment Group, LLC
CLOSED
Shares0 from 11,613
Change-11,613 (-100%)
Value$0 (-$526.5K)
Filed 2026-10-08
Axim Planning & Wealth
CLOSED
Shares0 from 11,481
Change-11,481 (-100%)
Value$0 (-$520.5K)
Filed 2026-10-28
Drive Wealth Management, LLC
CLOSED
Shares0 from 10,008
Change-10,008 (-100%)
Value$0 (-$453.8K)
Filed 2026-11-09
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 7,803
Change-7,803 (-100%)
Value$0 (-$353.8K)
Filed 2026-11-06
SMI Advisory Services, LLC
CLOSED
Shares0 from 7,680
Change-7,680 (-100%)
Value$0 (-$347.9K)
Filed 2026-10-13
Howard Financial Services, Ltd.
CLOSED
Shares0 from 7,346
Change-7,346 (-100%)
Value$0 (-$333.1K)
Filed 2026-10-15
Banque Pictet & CIE SA
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$317.4K)
Filed 2026-10-16
Goldstein Advisors, LLC
CLOSED
Shares0 from 6,522
Change-6,522 (-100%)
Value$0 (-$295.7K)
Filed 2026-10-15
Catalyst Investment Management LLC
CLOSED
Shares0 from 6,443
Change-6,443 (-100%)
Value$0 (-$292.1K)
Filed 2026-10-21
TBH Global Asset Management, LLC
CLOSED
Shares0 from 6,241
Change-6,241 (-100%)
Value$0 (-$283.0K)
Filed 2026-11-03
Independent Wealth Advisors LLC
CLOSED
Shares0 from 6,125
Change-6,125 (-100%)
Value$0 (-$277.7K)
Filed 2026-10-27
Darden Wealth Group Inc
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$276.6K)
Filed 2026-11-06
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 6,096
Change-6,096 (-100%)
Value$0 (-$276.4K)
Filed 2026-10-21
Keystone Wealth Services, LLC
CLOSED
Shares0 from 6,084
Change-6,084 (-100%)
Value$0 (-$275.8K)
Filed 2026-11-03
Segment Wealth Management, LLC
CLOSED
Shares0 from 5,903
Change-5,903 (-100%)
Value$0 (-$267.6K)
Filed 2026-10-26
Kaizen Financial Strategies
CLOSED
Shares0 from 5,760
Change-5,760 (-100%)
Value$0 (-$257.9K)
Filed 2026-10-09
Redwood Financial Network Corp
CLOSED
Shares0 from 5,717
Change-5,717 (-100%)
Value$0 (-$259.2K)
Filed 2026-11-03
Legacy Capital Group California, Inc.
CLOSED
Shares0 from 5,372
Change-5,372 (-100%)
Value$0 (-$243.6K)
Filed 2026-11-09
Stack Financial Management, Inc
CLOSED
Shares0 from 5,311
Change-5,311 (-100%)
Value$0 (-$240.8K)
Filed 2026-11-02
1834 Investment Advisors Co
CLOSED
Shares0 from 5,286
Change-5,286 (-100%)
Value$0 (-$239.7K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 5,219
Change-5,219 (-100%)
Value$0 (-$236.6K)
Filed 2026-10-15
Cascade Investment Group, Inc.
CLOSED
Shares0 from 5,107
Change-5,107 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-13
New England Private Wealth Advisors LLC
CLOSED
Shares0 from 5,056
Change-5,056 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
CLOSED
Shares0 from 5,048
Change-5,048 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-13
Verity & Verity, LLC
CLOSED
Shares0 from 5,045
Change-5,045 (-100%)
Value$0 (-$228.7K)
Filed 2026-10-23
Eagle Strategies LLC
CLOSED
Shares0 from 4,985
Change-4,985 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 4,979
Change-4,979 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-20
Principle Wealth Partners LLC
CLOSED
Shares0 from 4,952
Change-4,952 (-100%)
Value$0 (-$224.5K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
CLOSED
Shares0 from 4,942
Change-4,942 (-100%)
Value$0 (-$224.1K)
Filed 2026-11-02
Bank Hapoalim BM
CLOSED
Shares0 from 4,924
Change-4,924 (-100%)
Value$0 (-$223.0K)
Filed 2026-11-10
Herold Advisors, Inc.
CLOSED
Shares0 from 4,910
Change-4,910 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-19
SVB Wealth LLC
CLOSED
Shares0 from 4,820
Change-4,820 (-100%)
Value$0 (-$218.5K)
Filed 2026-11-06
Purkiss Capital Advisors LLC
CLOSED
Shares0 from 4,765
Change-4,765 (-100%)
Value$0 (-$216.0K)
Filed 2026-11-06
Revisor Wealth Management LLC
CLOSED
Shares0 from 4,754
Change-4,754 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-20
Prosperitas Financial LLC
CLOSED
Shares0 from 4,727
Change-4,727 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-28
Solitude Financial Services
CLOSED
Shares0 from 4,720
Change-4,720 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-26
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 4,690
Change-4,690 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 4,688
Change-4,688 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 4,685
Change-4,685 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-08
Central Bank & Trust Co
CLOSED
Shares0 from 4,682
Change-4,682 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-09
Portland Financial Advisors Inc
CLOSED
Shares0 from 4,680
Change-4,680 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-26
Silvia Mccoll Wealth Management, LLC
CLOSED
Shares0 from 4,676
Change-4,676 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-07
Councilmark Asset Management, LLC
CLOSED
Shares0 from 4,660
Change-4,660 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-20
Griffin Asset Management, Inc.
CLOSED
Shares0 from 4,659
Change-4,659 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-22
Targeted Financial Services LLC
CLOSED
Shares0 from 4,656
Change-4,656 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-19
Define Financial, LLC
CLOSED
Shares0 from 4,566
Change-4,566 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-14
Bluesphere Advisors LLC
CLOSED
Shares0 from 4,540
Change-4,540 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-19
Bay Capital Advisors, LLC
CLOSED
Shares0 from 4,510
Change-4,510 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-16
Helium Advisors LLC
CLOSED
Shares0 from 4,509
Change-4,509 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-23
Accurate Wealth Management, LLC
CLOSED
Shares0 from 4,499
Change-4,499 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-20
AF Advisors, Inc.
CLOSED
Shares0 from 4,450
Change-4,450 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-06
MKT Advisors LLC
CLOSED
Shares0 from 4,442
Change-4,442 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-20
Philadelphia Trust Co
CLOSED
Shares0 from 4,440
Change-4,440 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
CLOSED
Shares0 from 4,430
Change-4,430 (-100%)
Value$0 (-$200.9K)
Filed 2026-11-05
Park National Corp
CLOSED
Shares0 from 4,354
Change-4,354 (-100%)
Value$0 (-$197.4K)
Filed 2026-10-05
Bellecapital International Ltd.
CLOSED
Shares0 from 2,585
Change-2,585 (-100%)
Value$0 (-$117.2K)
Filed 2026-10-21
First Bancorp, Inc
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$104.3K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 1,570
Change-1,570 (-100%)
Value$0 (-$71.2K)
Filed 2026-10-13
Global Trust Asset Management, LLC
CLOSED
Shares0 from 1,380
Change-1,380 (-100%)
Value$0 (-$62.6K)
Filed 2026-10-19
Hoese & Co LLP
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$50.8K)
Filed 2026-10-21
Viewpoint Capital Management LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$49.9K)
Filed 2026-10-27
Midway Capital Research & Management
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$35.4K)
Filed 2026-10-16
Financial Management Professionals, Inc.
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$32.8K)
Filed 2026-10-23
Sunrise Financial Services, LLC
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-15
Deutsche Bank Ag\
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$20.8K)
Filed 2026-11-06
Capitol Family Office, Inc.
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-13
Investors Research Corp
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-07
Obsidian CIO, LLC
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-05
Wagner Wealth Management, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-05
West Paces Advisors Inc.
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-13
West Financial Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-22
Daiwa Securities Group Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$997)
Filed 2026-10-29
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$457)
Filed 2026-11-04
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$32)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$204.9K (-$30.7K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 28,238,512
Change-28,238,512 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,999,155
Change-21,999,155 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,813,355
Change-21,813,355 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,347,881
Change-13,347,881 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,537,675
Change-9,537,675 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,551,440
Change-8,551,440 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,889,429
Change-7,889,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,612,186
Change-7,612,186 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,800,218
Change-6,800,218 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,573,429
Change-6,573,429 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,063,609
Change-6,063,609 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 5,395,188
Change-5,395,188 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,206,517
Change-4,206,517 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 3,739,385
Change-3,739,385 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,487,951
Change-3,487,951 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 3,099,466
Change-3,099,466 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 2,928,700
Change-2,928,700 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,908,419
Change-2,908,419 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,337,916
Change-2,337,916 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,256,360
Change-2,256,360 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,082,580
Change-2,082,580 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,698,178
Change-1,698,178 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,501,241
Change-1,501,241 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,278,904
Change-1,278,904 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,101,638
Change-1,101,638 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,040,792
Change-1,040,792 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 984,601
Change-984,601 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 954,172
Change-954,172 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 945,995
Change-945,995 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 926,248
Change-926,248 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 912,326
Change-912,326 (-100%)
Value—
Laura & John Arnold Foundation
N/A
Shares— from 893,779
Change-893,779 (-100%)
Value—
Main Management LLC
N/A
Shares— from 857,909
Change-857,909 (-100%)
Value—
FIL Ltd
N/A
Shares— from 848,866
Change-848,866 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 766,801
Change-766,801 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 740,516
Change-740,516 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 726,346
Change-726,346 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 640,125
Change-640,125 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 639,002
Change-639,002 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 608,513
Change-608,513 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 606,100
Change-606,100 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 578,365
Change-578,365 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 572,951
Change-572,951 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 568,792
Change-568,792 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 562,767
Change-562,767 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 542,815
Change-542,815 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 538,595
Change-538,595 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 522,340
Change-522,340 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 482,511
Change-482,511 (-100%)
Value—
State Street Corp
N/A
Shares— from 470,354
Change-470,354 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 459,124
Change-459,124 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 452,132
Change-452,132 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 421,077
Change-421,077 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 400,695
Change-400,695 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 396,866
Change-396,866 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 387,019
Change-387,019 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 386,605
Change-386,605 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 385,908
Change-385,908 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 378,187
Change-378,187 (-100%)
Value—
Prudential PLC
N/A
Shares— from 374,400
Change-374,400 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 361,239
Change-361,239 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 355,959
Change-355,959 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 337,168
Change-337,168 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 336,949
Change-336,949 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 331,564
Change-331,564 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 327,954
Change-327,954 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 324,287
Change-324,287 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 320,069
Change-320,069 (-100%)
Value—
&partners
N/A
Shares— from 318,954
Change-318,954 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 302,558
Change-302,558 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 298,862
Change-298,862 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 295,164
Change-295,164 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 283,501
Change-283,501 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 281,037
Change-281,037 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 277,933
Change-277,933 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 268,350
Change-268,350 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 259,104
Change-259,104 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 254,300
Change-254,300 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 253,909
Change-253,909 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 242,052
Change-242,052 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 237,641
Change-237,641 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 230,780
Change-230,780 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 229,909
Change-229,909 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 225,991
Change-225,991 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 225,030
Change-225,030 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 223,948
Change-223,948 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 222,000
Change-222,000 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 222,000
Change-222,000 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 221,437
Change-221,437 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 219,802
Change-219,802 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 218,240
Change-218,240 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 217,335
Change-217,335 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 214,849
Change-214,849 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 209,967
Change-209,967 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 205,798
Change-205,798 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 196,801
Change-196,801 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 194,300
Change-194,300 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 191,916
Change-191,916 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 188,006
Change-188,006 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 185,503
Change-185,503 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 183,509
Change-183,509 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 177,799
Change-177,799 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 176,710
Change-176,710 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 171,236
Change-171,236 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 167,758
Change-167,758 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 166,941
Change-166,941 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 166,294
Change-166,294 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 165,449
Change-165,449 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 161,353
Change-161,353 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 159,007
Change-159,007 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 159,000
Change-159,000 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 157,707
Change-157,707 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 151,817
Change-151,817 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 149,835
Change-149,835 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 148,266
Change-148,266 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 146,322
Change-146,322 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 145,460
Change-145,460 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 139,382
Change-139,382 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 136,362
Change-136,362 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 133,223
Change-133,223 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 131,792
Change-131,792 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 131,342
Change-131,342 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 130,363
Change-130,363 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 125,860
Change-125,860 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 125,424
Change-125,424 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 123,778
Change-123,778 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 121,685
Change-121,685 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 120,923
Change-120,923 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 120,024
Change-120,024 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 119,514
Change-119,514 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 118,854
Change-118,854 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 113,802
Change-113,802 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 113,179
Change-113,179 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 109,651
Change-109,651 (-100%)
Value—
Blair William & Co
N/A
Shares— from 107,004
Change-107,004 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 106,937
Change-106,937 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 105,528
Change-105,528 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 104,810
Change-104,810 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 104,660
Change-104,660 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 103,274
Change-103,274 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 102,920
Change-102,920 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 102,626
Change-102,626 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 102,625
Change-102,625 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 99,389
Change-99,389 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 98,421
Change-98,421 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 97,733
Change-97,733 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 97,401
Change-97,401 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 95,305
Change-95,305 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 95,278
Change-95,278 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 94,790
Change-94,790 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 93,682
Change-93,682 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 92,138
Change-92,138 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 91,935
Change-91,935 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 91,019
Change-91,019 (-100%)
Value—
Stephens Inc
N/A
Shares— from 90,915
Change-90,915 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 90,747
Change-90,747 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 90,111
Change-90,111 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 89,400
Change-89,400 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 87,879
Change-87,879 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 87,470
Change-87,470 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 86,564
Change-86,564 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 85,355
Change-85,355 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 84,064
Change-84,064 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 83,362
Change-83,362 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 82,959
Change-82,959 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 82,318
Change-82,318 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 78,322
Change-78,322 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 77,841
Change-77,841 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 77,733
Change-77,733 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 77,124
Change-77,124 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 76,334
Change-76,334 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 73,746
Change-73,746 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 73,592
Change-73,592 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 72,343
Change-72,343 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 72,256
Change-72,256 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 71,332
Change-71,332 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 71,034
Change-71,034 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 68,928
Change-68,928 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 68,496
Change-68,496 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 68,450
Change-68,450 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 68,373
Change-68,373 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 67,155
Change-67,155 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 66,703
Change-66,703 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 66,541
Change-66,541 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 66,232
Change-66,232 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 65,898
Change-65,898 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 64,086
Change-64,086 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 63,526
Change-63,526 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 63,245
Change-63,245 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 62,319
Change-62,319 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 61,500
Change-61,500 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 60,369
Change-60,369 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 59,924
Change-59,924 (-100%)
Value—
Commerce Bank
N/A
Shares— from 59,275
Change-59,275 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 58,934
Change-58,934 (-100%)
Value—
Simmons Bank
N/A
Shares— from 57,231
Change-57,231 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 56,155
Change-56,155 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 55,864
Change-55,864 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 54,916
Change-54,916 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 53,652
Change-53,652 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 53,431
Change-53,431 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 52,208
Change-52,208 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 51,141
Change-51,141 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 50,822
Change-50,822 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 50,286
Change-50,286 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 49,897
Change-49,897 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 49,884
Change-49,884 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 48,965
Change-48,965 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 48,714
Change-48,714 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 48,665
Change-48,665 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 48,240
Change-48,240 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 47,594
Change-47,594 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 47,122
Change-47,122 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 44,592
Change-44,592 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 43,960
Change-43,960 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 43,914
Change-43,914 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 43,612
Change-43,612 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 43,161
Change-43,161 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 42,208
Change-42,208 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 41,945
Change-41,945 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,855
Change-41,855 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 41,753
Change-41,753 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 41,245
Change-41,245 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 40,349
Change-40,349 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 39,956
Change-39,956 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 39,757
Change-39,757 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 38,031
Change-38,031 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,015
Change-38,015 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 37,763
Change-37,763 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,724
Change-37,724 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 37,138
Change-37,138 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 36,760
Change-36,760 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 36,132
Change-36,132 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 35,754
Change-35,754 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 35,704
Change-35,704 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 35,565
Change-35,565 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 35,272
Change-35,272 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 35,264
Change-35,264 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 35,112
Change-35,112 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 35,082
Change-35,082 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 34,681
Change-34,681 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 33,961
Change-33,961 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 33,878
Change-33,878 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 33,574
Change-33,574 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 33,355
Change-33,355 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 32,688
Change-32,688 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 32,676
Change-32,676 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 32,600
Change-32,600 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 30,723
Change-30,723 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 30,621
Change-30,621 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 30,426
Change-30,426 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 29,947
Change-29,947 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 29,488
Change-29,488 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 29,409
Change-29,409 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 29,289
Change-29,289 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 29,235
Change-29,235 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 29,218
Change-29,218 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 29,120
Change-29,120 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 28,812
Change-28,812 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 28,562
Change-28,562 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 28,559
Change-28,559 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 28,440
Change-28,440 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 28,409
Change-28,409 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 28,310
Change-28,310 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 28,304
Change-28,304 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 28,207
Change-28,207 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 27,873
Change-27,873 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 27,623
Change-27,623 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 27,139
Change-27,139 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 26,772
Change-26,772 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 26,692
Change-26,692 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 26,675
Change-26,675 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 26,410
Change-26,410 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 26,012
Change-26,012 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 25,713
Change-25,713 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 25,136
Change-25,136 (-100%)
Value—
Betterment LLC
N/A
Shares— from 25,035
Change-25,035 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 24,909
Change-24,909 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 24,849
Change-24,849 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 24,797
Change-24,797 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 24,733
Change-24,733 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 24,727
Change-24,727 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 24,680
Change-24,680 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 24,600
Change-24,600 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 24,350
Change-24,350 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 24,305
Change-24,305 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 23,693
Change-23,693 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 23,220
Change-23,220 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 22,771
Change-22,771 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 22,516
Change-22,516 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 22,414
Change-22,414 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 22,126
Change-22,126 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 22,118
Change-22,118 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 21,987
Change-21,987 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 21,550
Change-21,550 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 21,470
Change-21,470 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 21,431
Change-21,431 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 21,071
Change-21,071 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 20,863
Change-20,863 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 20,788
Change-20,788 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,780
Change-20,780 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,708
Change-20,708 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 20,603
Change-20,603 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 20,304
Change-20,304 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 19,807
Change-19,807 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 19,770
Change-19,770 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 19,669
Change-19,669 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 19,159
Change-19,159 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 18,918
Change-18,918 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 18,829
Change-18,829 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18,078
Change-18,078 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,729
Change-17,729 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 17,567
Change-17,567 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 17,367
Change-17,367 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 17,318
Change-17,318 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 17,237
Change-17,237 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 17,178
Change-17,178 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 17,032
Change-17,032 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 16,896
Change-16,896 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 16,243
Change-16,243 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,947
Change-15,947 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,855
Change-15,855 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 15,823
Change-15,823 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,726
Change-15,726 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,621
Change-15,621 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 15,362
Change-15,362 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 15,197
Change-15,197 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,049
Change-15,049 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 14,717
Change-14,717 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 14,672
Change-14,672 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,633
Change-14,633 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 14,106
Change-14,106 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 13,748
Change-13,748 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 13,677
Change-13,677 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 13,343
Change-13,343 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,337
Change-13,337 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 13,244
Change-13,244 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,492
Change-12,492 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 12,173
Change-12,173 (-100%)
Value—
Bank of Marin
N/A
Shares— from 12,124
Change-12,124 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 12,044
Change-12,044 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 11,986
Change-11,986 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 11,548
Change-11,548 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 10,805
Change-10,805 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 10,759
Change-10,759 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 10,606
Change-10,606 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,416
Change-10,416 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 10,180
Change-10,180 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 9,578
Change-9,578 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
American Trust
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 8,713
Change-8,713 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,269
Change-8,269 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 8,053
Change-8,053 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 800
Change-800 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 787
Change-787 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 762
Change-762 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 560
Change-560 (-100%)
Value—
S&T Bank
N/A
Shares— from 550
Change-550 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 539
Change-539 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 425
Change-425 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 361
Change-361 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 360
Change-360 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 212
Change-212 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 203
Change-203 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 202
Change-202 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 146
Change-146 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 133
Change-133 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 36
Change-36 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED15,189,01615,226,190-37,1740%$690.4M$599.1M-$91.3M2026-11-06
Truist Financial Corp
INCREASED6,451,8533,594,262+2,857,591+80%$163.0M$254.5M+$91.5M2026-10-30
Barclays PLC
INCREASED5,698,4672,539,318+3,159,149+124%$115.1M$224.7M+$109.6M2026-11-06
WestEnd Advisors, LLC
INCREASED5,525,5072,591,111+2,934,396+113%$117.5M$217.9M+$100.4M2026-10-27
Factory Mutual Insurance Co
DECREASED3,164,2003,181,400-17,200-1%$144.2M$124.8M-$19.4M2026-10-30
Bessemer Group Inc
INCREASED3,048,6722,522,611+526,061+21%$114.4M$120.2K-$114.3M2026-11-09
Phoenix Financial Ltd.
DECREASED2,242,0352,930,565-688,530-23%$132.9M$88.4M-$44.4M2026-11-09
Bank of Montreal
INCREASED2,164,3841,740,395+423,989+24%$78.9M$85.4M+$6.5M2026-11-09
Moss Adams Wealth Advisors LLC
DECREASED1,857,4741,939,085-81,611-4%$87.9M$73.3M-$14.7M2026-10-28
Globalt Investments LLC / GA
DECREASED1,698,8071,746,448-47,641-3%$79.2M$67.0M-$12.2M2026-10-27
Allen Investment Management, LLC
INCREASED1,598,3381,049,444+548,894+52%$47.6M$63.0M+$15.5M2026-11-03
Natixis
INCREASED1,400,062809,347+590,715+73%$36.7M$55.2M+$18.5M2026-11-06
Imc-Chicago, LLC
INCREASED1,372,90510,035+1,362,870+13581%$455.0K$54.1M+$53.7M2026-11-05
Cornerstone Advisors, LLC
UNCHANGED1,335,9101,335,91000%$60.6M$52.7M-$7.9M2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,299,2281,636,433-337,205-21%$74.2M$51.2M-$23.0M2026-11-02
Citigroup Inc
DECREASED1,170,0191,642,226-472,207-29%$74.5M$46.1M-$28.3M2026-11-04
Migdal Insurance & Financial Holdings Ltd.
DECREASED1,120,1882,110,205-990,017-47%$95.7M$44.2M-$51.5M2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED955,6621,096,813-141,151-13%$49.7M$37.7K-$49.7M2026-11-02
Rational Advisors, Inc.
DECREASED866,735905,679-38,944-4%$41.1M$34.2M-$6.9M2026-11-02
Mufg Bank, Ltd.
DECREASED859,4002,788,000-1,928,600-69%$126.4M$33.9M-$92.5M2026-11-06
PNC Financial Services Group, Inc.
INCREASED851,234754,064+97,170+13%$34.2M$33.6M-$616.6K2026-11-06
US Bancorp \de\
DECREASED808,183832,150-23,967-3%$37.7M$31.9M-$5.9M2026-11-05
Kestra Advisory Services, LLC
INCREASED744,011611,305+132,706+22%$27.7M$29.3M+$1.6M2026-11-02
HighTower Advisors, LLC
DECREASED729,135820,438-91,303-11%$37.2M$28.8M-$8.4M2026-11-10
Assetmark, Inc
INCREASED726,789347,522+379,267+109%$15.8M$28.7M+$12.9M2026-10-21
Meitav Investment House LTD
DECREASED701,2053,442,907-2,741,702-80%$156.1M$27.7M-$128.4M2026-10-28
Community Trust & Investment Co
INCREASED622,814615,910+6,904+1%$27.9M$24.6M-$3.4M2026-10-15
First Financial Bankshares Inc
INCREASED617,516608,395+9,121+2%$27.6M$24.4M-$3.2M2026-11-10
Concurrent Investment Advisors, LLC
INCREASED562,705424,299+138,406+33%$19.2M$22.2M+$3.0M2026-10-16
AGF Management LTD
DECREASED540,231552,000-11,769-2%$25.0M$21.3M-$3.7M2026-11-03
Thrivent Financial for Lutherans
DECREASED529,720589,196-59,476-10%$26.7M$21.0K-$26.7M2026-11-05
Foguth Wealth Management, Llc.
INCREASED517,913392,328+125,585+32%$17.6M$21.9M+$4.2M2026-10-19
Lido Advisors, LLC
INCREASED507,496402,420+105,076+26%$18.2M$20.0M+$1.8M2026-11-04
Squarepoint Ops LLC
INCREASED495,020306,954+188,066+61%$13.9M$19.5M+$5.6M2026-11-09
Savant Capital, LLC
INCREASED491,960258,023+233,937+91%$11.4M$19.4M+$8.0M2026-11-06
Greenwood Gearhart LLC
INCREASED487,658459,056+28,602+6%$20.8M$19.2M-$1.6M2026-11-02
German American Bancorp, Inc.
INCREASED486,443477,625+8,818+2%$21.7M$19.2M-$2.5M2026-11-10
Banco Santander, S.A.
DECREASED485,284571,978-86,694-15%$25.9M$19.1M-$6.8M2026-11-10
Matauro, LLC
INCREASED458,203424,681+33,522+8%$19.3M$18.1M-$1.2M2026-11-03
Trilogy Capital Inc.
DECREASED443,796558,816-115,020-21%$25.3M$17.5M-$7.8M2026-10-20
First Financial Bank - Trust Division
INCREASED420,335406,679+13,656+3%$18.4M$16.6M-$1.9M2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED404,159318,120+86,039+27%$14.4M$16.6M+$2.2M2026-10-13
Cornerstone Capital, Inc.
DECREASED399,743402,899-3,156-1%$18.3M$15.8M-$2.5M2026-11-10
Vaughan David Investments LLC
INCREASED394,404359,998+34,406+10%$16.3M$15.6K-$16.3M2026-11-05
Capital Investment Advisors, LLC
INCREASED382,892199,402+183,490+92%$9.0M$15.1M+$6.1M2026-10-22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED354,912354,91200%$16.1M$14.0M-$2.1M2026-11-09
Impact Partnership Wealth, LLC
INCREASED348,7567,659+341,097+4454%$347.3K$13.8M+$13.4M2026-11-09
Simplex Trading, LLC
INCREASED343,512233,426+110,086+47%$10.6M$13.5M+$3.0M2026-11-04
Trust Asset Management LLC
UNCHANGED342,678342,67800%$15.5M$13.5M-$2.0M2026-11-03
Biltmore Wealth Management, LLC
INCREASED336,512308,174+28,338+9%$14.0M$13.3M-$700.6K2026-10-09
Davenport & Co LLC
INCREASED334,142260,911+73,231+28%$11.8M$13.2M+$1.3M2026-10-14
Exchange Traded Concepts, LLC
INCREASED330,928322,766+8,162+3%$14.6M$13.1M-$1.6M2026-10-28
FMR LLC
DECREASED322,478443,917-121,439-27%$20.1M$12.7M-$7.4M2026-11-10
Fifth Third Securities, Inc.
DECREASED304,144314,422-10,278-3%$14.3M$12.0M-$2.3M2026-10-21
AlphaStar Capital Management, LLC
INCREASED301,247280,890+20,357+7%$12.7M$11.9M-$854.4K2026-10-16
KCM Investment Advisors LLC
INCREASED300,265299,863+402+0%$13.6M$11.8M-$1.8M2026-10-27
Fifth Third Bancorp
INCREASED293,408276,801+16,607+6%$12.6M$11.6M-$978.2K2026-11-05
Lake Hills Wealth Management, LLC
NEW292,401—+292,401——$11.5M—2026-10-07
Ayalon Insurance Comp Ltd.
INCREASED272,088234,088+38,000+16%$10.6K$10.7K+$1172026-10-08
Galvin, Gaustad & Stein, LLC
DECREASED268,805279,459-10,654-4%$12.7M$10.6M-$2.1M2026-10-08
Kwmg, LLC
INCREASED266,672247,169+19,503+8%$11.2M$10.5M-$689.1K2026-10-07
Creative Planning
INCREASED260,997255,905+5,092+2%$11.6M$10.3M-$1.3M2026-11-02
Strategic Wealth Investment Group, LLC
INCREASED257,382256,746+636+0%$11.6M$10.2M-$1.5M2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED253,860251,034+2,826+1%$11.4M$10.0M-$1.4M2026-10-16
IFP Advisors, Inc
INCREASED252,643207,805+44,838+22%$9.4M$10.0M+$542.4K2026-10-16
Parallel Advisors, LLC
INCREASED243,55541,564+201,991+486%$1.9M$9.6M+$7.7M2026-11-03
Flagship Harbor Advisors, LLC
INCREASED241,328195,833+45,495+23%$8.9M$9.5M+$638.9K2026-10-26
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
DECREASED232,000562,000-330,000-59%$25.5M$9.2M-$16.3M2026-10-29
Krilogy Financial LLC
INCREASED230,631203,277+27,354+13%$9.2M$9.6M+$384.6K2026-10-13
Atria Investments, Inc
INCREASED219,453160,980+58,473+36%$7.3M$8.7M+$1.4M2026-10-15
RFG Advisory, LLC
INCREASED211,815199,299+12,516+6%$9.0M$8.4M-$682.2K2026-11-03
Mizuho Markets Americas LLC
INCREASED204,524103,303+101,221+98%$4.7M$8.1M+$3.4M2026-11-09
Oppenheimer Asset Management Inc.
INCREASED202,130195,205+6,925+4%$8.9M$8.0M-$878.6K2026-10-27
BAR Harbor Wealth Management
DECREASED198,958199,519-5610%$9.0M$7.8M-$1.2M2026-10-21
J.W. Cole Advisors, Inc.
DECREASED198,308205,312-7,004-3%$9.3M$7.8M-$1.5M2026-11-05
Inlight Wealth Management, LLC
DECREASED192,762257,816-65,054-25%$11.7M$7.6M-$4.1M2026-10-21
Hollow Brook Wealth Management LLC
UNCHANGED192,708192,70800%$8.7M$7.6M-$1.1M2026-10-29
Armstrong Advisory Group, Inc
INCREASED189,576189,318+258+0%$8.6M$7.5M-$1.1M2026-10-09
Sigma Planning Corp
INCREASED188,096184,324+3,772+2%$8.4M$7.4M-$915.7K2026-10-23
Madison Park Capital Advisors, LLC
INCREASED187,692176,015+11,677+7%$8.0M$7.4M-$577.9K2026-10-28
Peterson Wealth Management
DECREASED184,921219,280-34,359-16%$9.9M$7.3M-$2.6M2026-11-06
IMZ Advisory Inc
INCREASED170,539160,802+9,737+6%$7.3M$6.7M-$564.7K2026-11-03
Courier Capital LLC
INCREASED169,508164,331+5,177+3%$7.5M$6.7M-$765.4K2026-10-19
Evolution Wealth Advisors, LLC
INCREASED168,292166,523+1,769+1%$7.6M$6.6M-$912.7K2026-11-03
Park Avenue Securities LLC
INCREASED167,669142,834+24,835+17%$6.5M$6.6K-$6.5M2026-10-26
Rye Brook Capital LLC
INCREASED165,720157,085+8,635+6%$7.1M$6.5K-$7.1M2026-10-07
First Interstate Bank
DECREASED164,835169,858-5,023-3%$7.7M$6.5M-$1.2M2026-10-23
Nottingham Advisors, Inc.
INCREASED161,530136,388+25,142+18%$7.3M$6.4M-$837.0K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED159,960166,944-6,984-4%$7.6M$6.3M-$1.3M2026-10-30
Farther Finance Advisors, LLC
INCREASED158,388127,604+30,784+24%$5.8M$6.2M+$460.8K2026-10-08
Prospera Financial Services Inc
DECREASED157,864159,291-1,427-1%$7.2M$6.9M-$366.5K2026-11-04
CMH Wealth Management LLC
INCREASED156,560146,716+9,844+7%$6.7M$6.2M-$477.4K2026-10-22
Investment Partners, Ltd.
INCREASED154,79277,396+77,396+100%$3.5M$6.1M+$2.6M2026-10-29
Hippocratic Financial Advisors, LLC
INCREASED153,827146,230+7,597+5%$6.6M$6.1M-$563.1K2026-10-13
Larson Financial Group LLC
INCREASED153,134142,544+10,590+7%$6.5M$6.0M-$423.4K2026-11-05
IFG Advisory, LLC
DECREASED152,290170,778-18,488-11%$7.7M$6.0M-$1.7M2026-11-09
Lakeshore Capital Group, Inc.
INCREASED151,86074,721+77,139+103%$3.4M$6.0M+$2.6M2026-10-20
Miramontes Capital, LLC
DECREASED150,893152,159-1,266-1%$6.9M$6.0M-$947.7K2026-10-19
Titleist Asset Management, LLC
INCREASED150,86248,596+102,266+210%$2.2M$6.0M+$3.7M2026-10-08
Waycross Investment Management Co
INCREASED149,339148,143+1,196+1%$6.7M$5.9M-$826.9K2026-10-14
Valmark Advisers, Inc.
INCREASED145,640139,479+6,161+4%$6.3M$5.7M-$580.0K2026-11-06
Ashurst Perkins Coie Trust Co
INCREASED145,509144,691+818+1%$6.6M$5.7M-$822.9K2026-10-15
Floyd Financial Group LLC
INCREASED141,523123,034+18,489+15%$5.6M$5.9M+$304.1K2026-10-28
Jmac Enterprises LLC
INCREASED139,500138,506+994+1%$6.3M$5.5M-$778.0K2026-10-30
Valence8 US LP
INCREASED138,909138,166+743+1%$6.3M$5.5M-$785.9K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED137,756127,761+9,995+8%$5.8M$5.4K-$5.8M2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED137,524157,517-19,993-13%$7.1M$5.4M-$1.7M2026-11-03
Toth Financial Advisory Corp
DECREASED137,330190,022-52,692-28%$8.6M$5.4M-$3.2M2026-10-08
Meridian Investment Counsel Inc.
DECREASED134,975158,645-23,670-15%$7.2M$5.3M-$1.9M2026-10-14
MGO One Seven LLC
DECREASED132,311133,886-1,575-1%$6.1M$5.2M-$852.0K2026-10-28
Spire Wealth Management
DECREASED131,532131,824-2920%$6.0M$5.2M-$788.6K2026-10-30
Simplicity Wealth,LLC
INCREASED128,86396,885+31,978+33%$4.4M$5.1M+$689.6K2026-10-23
Measured Wealth Private Client Group, LLC
DECREASED127,806141,572-13,766-10%$6.4M$5.0M-$1.4M2026-11-10
AlphaCore Capital LLC
INCREASED127,44157,962+69,479+120%$2.6M$5.0M+$2.4M2026-11-04
Procyon Advisors, LLC
NEW126,702—+126,702——$5.0M—2026-10-21
Oppenheimer & Co Inc
INCREASED124,175113,784+10,391+9%$5.2M$4.9M-$261.5K2026-10-26
Allworth Financial LP
INCREASED122,885119,891+2,994+3%$5.4M$5.6M+$135.7K2026-11-06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED122,724122,72400%$5.6M$4.8M-$724.1K2026-11-09
Appleton Partners Inc
INCREASED122,258120,402+1,856+2%$5.5M$4.8K-$5.5M2026-10-30
Dynamic Advisor Solutions LLC
DECREASED121,273132,712-11,439-9%$6.0M$4.8M-$1.2M2026-10-13
Legacy Private Trust Co.
DECREASED119,936122,880-2,944-2%$5.6M$4.7M-$841.1K2026-10-06
StoneX Group Inc.
DECREASED118,482181,567-63,085-35%$8.2M$4.7M-$3.6M2026-11-03
Csenge Advisory Group
INCREASED118,448113,172+5,276+5%$5.1M$4.7M-$459.6K2026-11-04
Lighthouse Financial Services Inc
INCREASED114,427111,554+2,873+3%$5.0M$4.5M-$481.3K2026-11-02
HighPoint Advisor Group LLC
DECREASED111,915171,427-59,512-35%$7.8M$4.4M-$3.4M2026-11-09
Consolidated Investment Group LLC
INCREASED111,47081,470+30,000+37%$3.7M$4.4M+$702.5K2026-11-04
SBI Okasan Asset Management Co.Ltd.
DECREASED109,850149,350-39,500-26%$6.9M$4.4M-$2.5M2026-11-10
Encompass More Asset Management
INCREASED107,918107,412+506+0%$4.9M$4.3M-$613.8K2026-10-16
Harbour Investments, Inc.
INCREASED107,027107,010+17+0%$4.9M$4.2M-$630.7K2026-11-09
Vectors Research Management, LLC
DECREASED106,915111,786-4,871-4%$5.1M$4.2M-$851.7K2026-11-09
Surience Private Wealth LLC
INCREASED106,45618,285+88,171+482%$829.0K$4.2M+$3.4M2026-10-16
AMI Investment Management Inc
INCREASED103,88896,735+7,153+7%$4.4M$4.1M-$288.6K2026-10-27
Arta Finance Wealth Management LLC
INCREASED101,658101,541+117+0%$4.6M$4.0M-$594.5K2026-10-28
Wedbush Securities Inc
DECREASED101,460118,069-16,609-14%$5.4M$4.0K-$5.3M2026-10-22
HCR Wealth Advisors
INCREASED101,41598,259+3,156+3%$4.5M$4.0M-$455.3K2026-10-15
D.A. Davidson & Co.
INCREASED101,16688,258+12,908+15%$4.0M$4.0M-$11.6K2026-10-28
UMB Bank, n.a.
DECREASED99,994102,655-2,661-3%$4.7M$3.9M-$710.6K2026-11-06
Wealthfront Advisers LLC
DECREASED98,462120,319-21,857-18%$5.5M$3.9M-$1.6M2026-11-09
BIP Wealth, LLC
INCREASED96,87787,457+9,420+11%$4.0M$3.8M-$144.5K2026-10-22
Aafmaa Wealth Management & Trust LLC
INCREASED96,84891,529+5,319+6%$4.1M$4.1M-$95.4K2026-10-14
Strategic Financial Group, LLC
INCREASED96,07290,744+5,328+6%$4.1M$3.8M-$325.3K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED96,060100,569-4,509-4%$4.6M$3.8M-$771.2K2026-11-06
Verdence Capital Advisors LLC
INCREASED95,90519,986+75,919+380%$906.1K$3.8M+$2.9M2026-10-26
Brookstone Capital Management
DECREASED95,738188,141-92,403-49%$8.5M$3.8M-$4.8M2026-10-22
Triumph Capital Management
INCREASED94,9921,708+93,284+5462%$77.4K$3.7M+$3.7M2026-10-14
MFG Wealth Management, Inc.
INCREASED94,46285,390+9,072+11%$3.9M$3.7M-$146.0K2026-10-09
Trust Co of Oklahoma
DECREASED94,42997,783-3,354-3%$4.4M$3.7M-$709.2K2026-10-15
Wealth Quarterback LLC
INCREASED94,26888,207+6,061+7%$4.0M$3.7M-$281.4K2026-10-20
Montag A & Associates Inc
DECREASED93,84193,887-460%$4.3M$3.7M-$555.7K2026-10-29
ADG Wealth Management Group, LLC
INCREASED93,39291,180+2,212+2%$4.1M$3.7M-$450.7K2026-10-23
Ellis Investment Partners, LLC
INCREASED92,29689,924+2,372+3%$4.1M$3.6M-$437.0K2026-10-21
Blueline Advisors LLC
DECREASED91,77092,147-3770%$4.2M$3.6M-$558.5K2026-10-15
Creative Financial Designs Inc
DECREASED91,75593,834-2,079-2%$4.3M$3.6M-$635.6K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED90,73871,564+19,174+27%$3.3M$3.6M+$285.3K2026-10-13
Central Trust Co
INCREASED89,73889,468+270+0%$4.1M$3.5M-$517.2K2026-11-05
Broussard Financial Group LLC
INCREASED89,64482,193+7,451+9%$3.7M$3.5M-$191.1K2026-10-26
Braeburn Wealth Management LLC
INCREASED89,48459,026+30,458+52%$2.7M$3.5M+$852.9K2026-10-15
Peddock Capital Advisors, LLC
INCREASED89,28577,789+11,496+15%$3.5M$3.5M-$5.5K2026-10-16
Independent Financial Group, LLC
DECREASED89,094117,364-28,270-24%$5.3M$3.5M-$1.8M2026-10-13
Silphium Asset Management Ltd
UNCHANGED88,78788,78700%$4.0M$3.5M-$523.8K2026-10-27
Cannon Advisors, Inc.
NEW88,783—+88,783——$3.7M—2026-10-14
Silver OAK Securities, Incorporated
DECREASED88,17095,248-7,078-7%$4.3M$3.8M-$515.8K2026-11-09
Axiom Investment Management LLC
DECREASED87,83489,900-2,066-2%$4.1M$3.5M-$611.9K2026-11-03
Virtue Capital Management, LLC
INCREASED86,45073,701+12,749+17%$3.3M$3.4M+$68.0K2026-10-29
Ranch Capital Advisors Inc.
INCREASED86,08084,141+1,939+2%$3.8M$3.4M-$419.9K2026-11-09
Hamel Associates, Inc.
DECREASED85,69086,930-1,240-1%$3.9M$3.4M-$561.8K2026-11-06
Forbes J M & Co LLP
UNCHANGED85,37885,37800%$3.9M$3.4M-$503.7K2026-10-16
Freestone Capital Holdings, LLC
INCREASED84,13682,646+1,490+2%$3.7M$3.3M-$428.8K2026-11-09
Compass Wealth Management, LLC
INCREASED83,05078,385+4,665+6%$3.6M$3.3M-$278.5K2026-10-30
Tepp RIA, LLC
INCREASED82,5138,508+74,005+870%$385.7K$3.3M+$2.9M2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED82,31895,133-12,815-13%$4.3M$3.2M-$1.1M2026-10-20
Elite Wealth Management, Inc.
INCREASED81,93230,444+51,488+169%$1.4M$3.2M+$1.9M2026-11-03
Koa Wealth Management, LLC
INCREASED79,99645,969+34,027+74%$2.1M$3.2M+$1.1M2026-10-14
Wespac Advisors SoCal, LLC
INCREASED79,99479,426+568+1%$3.6M$3.2M-$446.2K2026-10-13
Bank of New York Mellon Corp
INCREASED79,02455,309+23,715+43%$2.5M$3.1M+$609.0K2026-11-05
Magnus Financial Group LLC
INCREASED78,28473,836+4,448+6%$3.3M$3.1M-$260.2K2026-10-21
Midwest Financial Group LLC
INCREASED76,93870,647+6,291+9%$3.2M$3.0M-$168.7K2026-10-15
Meridian Wealth Management, LLC
INCREASED76,92260,212+16,710+28%$2.7M$3.0M+$310.0K2026-11-05
Value Investment Professionals, LLC
INCREASED76,55268,757+7,795+11%$3.1M$3.0M-$98.3K2026-10-13
NBT Bank, N.A.
INCREASED75,31974,630+689+1%$3.4M$3.0M-$413.1K2026-10-21
Focus Financial Network, Inc.
DECREASED74,95084,003-9,053-11%$3.8M$3.0M-$852.7K2026-10-14
LCM Capital Management Inc
DECREASED74,39174,662-2710%$3.4M$2.9M-$451.2K2026-10-20
Merit Financial Group, LLC
INCREASED74,00070,032+3,968+6%$3.2M$2.9M-$256.7K2026-11-06
Southern Capital Services Inc
INCREASED73,40565,966+7,439+11%$3.0M$2.9M-$95.8K2026-10-19
Cordatus Wealth Management LLC
DECREASED73,10773,505-398-1%$3.3M$2.9M-$449.4K2026-10-19
Bricktown Capital, LLC
NEW73,000—+73,000——$2.9M—2026-10-13
Fragasso Financial Advisors Inc
INCREASED72,85966,457+6,402+10%$3.0M$3.0M+$4.0K2026-10-13
Associated Banc-Corp
DECREASED72,13573,619-1,484-2%$3.3M$2.8M-$492.9K2026-10-30
Tenzing Financial LLC
INCREASED72,10368,063+4,040+6%$3.1M$3.0M-$101.1K2026-11-03
Keybank National Association
DECREASED70,75775,233-4,476-6%$3.4M$2.8M-$620.4K2026-11-04
Carnegie Investment Counsel
INCREASED70,47865,422+5,056+8%$3.0M$2.8M-$186.6K2026-10-20
Solstein Capital, LLC
UNCHANGED69,94669,94600%$3.2M$2.8M-$412.7K2026-11-02
Shaker Investments LLC
DECREASED69,51069,516-60%$3.2M$2.7M-$410.4K2026-11-05
Key Client Fiduciary Advisors, LLC
DECREASED69,45977,875-8,416-11%$3.5M$2.7M-$791.4K2026-10-19
Winthrop Capital Management, LLC
DECREASED69,00570,853-1,848-3%$3.2M$2.7M-$490.4K2026-11-05
JSF Financial, LLC
NEW68,824—+68,824——$2.7M—2026-10-22
Coldstream Capital Management Inc
DECREASED68,234148,827-80,593-54%$6.7M$2.7M-$4.1M2026-11-09
Moors & Cabot, Inc.
DECREASED68,09291,260-23,168-25%$4.1M$2.7M-$1.5M2026-11-06
American Assets Investment Management, LLC
UNCHANGED68,00068,00000%$3.1M$2.7M-$401.2K2026-10-30
Joseph P. Lucia & Associates, LLC
INCREASED67,95163,877+4,074+6%$2.9M$2.7M-$216.2K2026-10-30
Integrity Alliance, Llc.
DECREASED67,75187,434-19,683-23%$4.0M$2.7M-$1.3M2026-10-29
Money Concepts Capital Corp
INCREASED67,64365,183+2,460+4%$3.0M$2.7M-$287.5K2026-11-06
Bochk Asset Management Ltd
NEW67,000—+67,000——$2.6M—2026-10-29
Financial Planning Hawaii, Inc.
DECREASED65,97468,160-2,186-3%$3.1M$2.6M-$488.4K2026-10-13
AMG National Trust Bank
DECREASED65,54566,751-1,206-2%$3.0M$2.6M-$441.4K2026-11-05
Secure Asset Management, LLC
INCREASED65,29354,205+11,088+20%$2.5M$2.6M+$117.5K2026-10-19
T3 Companies, LLC
NEW63,770—+63,770——$2.5M—2026-10-22
Butensky & Cohen Financial Security, Inc
INCREASED63,68260,374+3,308+5%$2.7M$2.5M-$225.7K2026-10-13
Sacks & Associates, LLC
DECREASED63,64968,898-5,249-8%$3.1M$2.5M-$545.3K2026-10-09
Altura Wealth Advisors Inc.
INCREASED63,64959,507+4,142+7%$2.7M$2.5M-$187.7K2026-10-22
MV Capital Management, Inc.
DECREASED62,74268,620-5,878-9%$3.1M$2.5M-$636.7K2026-10-29
Patten & Patten Inc
DECREASED61,66964,614-2,945-5%$2.9M$2.4M-$497.4K2026-10-26
Ironsides Asset Advisors, LLC
INCREASED61,34256,991+4,351+8%$2.6M$2.4M-$164.7K2026-10-20
Sage Capital Advisors,llc
INCREASED60,93660,730+206+0%$2.8M$2.4M-$350.2K2026-10-13
Zullo Investment Group, Inc.
INCREASED60,47259,660+812+1%$2.7M$2.4M-$320.0K2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED60,39361,932-1,539-2%$2.8M$2.4M-$426.1K2026-11-05
Earned Wealth Advisors, LLC
DECREASED60,33261,052-720-1%$2.8M$2.4M-$388.6K2026-11-06
Financial Discovery Group Inc
DECREASED60,02869,100-9,072-13%$3.1M$2.4M-$765.5K2026-11-03
Shepherd Financial Partners LLC
INCREASED59,62159,399+222+0%$2.7M$2.4M-$341.7K2026-11-03
Aspen Investment Management Inc
INCREASED58,77258,050+722+1%$2.6K$2.3K-$3142026-11-05
WBH Advisory Inc
DECREASED58,72864,991-6,263-10%$2.9M$2.3M-$630.5K2026-11-05
Washington Growth Strategies LLC
UNCHANGED58,31358,31300%$2.6M$2.3M-$344.0K2026-10-19
Edgestream Partners, L.P.
INCREASED57,95932,404+25,555+79%$1.5M$2.3M+$816.7K2026-11-10
KOM Wealth Management Group, LLC
DECREASED57,52960,721-3,192-5%$2.8M$2.3M-$484.1K2026-10-15
Community Bank, N.A.
DECREASED57,48957,490-10%$2.6M$2.3M-$339.8K2026-11-06
SeaCrest Wealth Management, LLC
DECREASED57,41757,600-1830%$2.6M$2.3M-$347.1K2026-10-21
Asset Advisors Investment Management, LLC
INCREASED57,27653,772+3,504+7%$2.4M$2.3M-$179.1K2026-10-19
Hudock, Inc.
DECREASED57,09560,661-3,566-6%$2.8M$2.3M-$498.5K2026-10-14
Intrua Financial, LLC
DECREASED56,76893,665-36,897-39%$4.2M$2.2M-$2.0M2026-10-28
Hanseatic Management Services Inc
INCREASED56,71249,746+6,966+14%$2.3M$2.2M-$18.8K2026-10-27
Corrado Advisors, LLC
INCREASED56,62753,514+3,113+6%$2.4M$2.2M-$192.9K2026-10-27
Corundum Group, Inc.
INCREASED56,57653,375+3,201+6%$2.4M$2.2M-$188.7K2026-10-28
First Merchants Corp
DECREASED56,33556,845-510-1%$2.6M$2.2M-$355.5K2026-10-15
City Holding Co
INCREASED55,32652,631+2,695+5%$2.4M$2.2M-$204.8K2026-10-19
Accretive Wealth Partners, LLC
INCREASED55,05453,988+1,066+2%$2.4M$2.2M-$276.5K2026-11-06
Littlejohn Financial Services, Inc.
NEW55,039—+55,039——$2.2M—2026-11-06
Flagship Private Wealth, LLC
INCREASED54,88545,960+8,925+19%$2.1M$2.2M+$80.8K2026-11-05
Shuttleworth & Co
INCREASED54,80553,344+1,461+3%$2.4M$2.2M-$257.1K2026-10-30
Laurel Wealth Advisors LLC
DECREASED54,64758,047-3,400-6%$2.6M$2.2M-$476.6K2026-10-27
Vise Technologies, Inc.
DECREASED54,42461,010-6,586-11%$2.8M$2.1M-$619.7K2026-10-29
Apollon Wealth Management, LLC
INCREASED54,33753,831+506+1%$2.4M$2.1M-$297.6K2026-10-23
Miller Howard Investments Inc
DECREASED54,13163,851-9,720-15%$2.9M$2.1M-$760.1K2026-10-26
Choreo, LLC
INCREASED53,52049,937+3,583+7%$2.3M$2.1M-$153.3K2026-10-28
M&T Bank Corp
DECREASED52,96454,508-1,544-3%$2.5M$2.1M-$383.0K2026-11-10
CX Institutional
INCREASED52,80638,537+14,269+37%$1.7K$2.1K+$3362026-10-02
McCollum Christoferson Group LLC
INCREASED51,77550,465+1,310+3%$2.3M$2.0M-$246.1K2026-10-13
Foronjy Financial LLC
INCREASED51,16647,647+3,519+7%$2.2M$2.0M-$142.3K2026-10-14
Compass Financial Management LLC
INCREASED50,75550,733+22+0%$2.3M$2.0M-$277.5K2026-10-30
Perigon Wealth Management, LLC
DECREASED50,43952,209-1,770-3%$2.4M$2.0M-$377.9K2026-10-22
Hansen & Associates Financial Group, Inc.
INCREASED49,98045,927+4,053+9%$2.1M$2.1M-$27.8K2026-11-09
Modera Wealth Management, LLC
INCREASED49,34847,897+1,451+3%$2.2M$1.9M-$225.4K2026-10-28
Western Wealth Management, LLC
DECREASED49,02750,979-1,952-4%$2.3M$1.9M-$377.8K2026-11-09
TD Private Client Wealth LLC
DECREASED48,58148,976-395-1%$2.2M$1.9M-$304.5K2026-10-28
Compass Financial Group, Inc.
INCREASED48,31047,429+881+2%$2.2M$1.9M-$245.1K2026-11-06
Securian Asset Management, Inc
UNCHANGED48,00048,00000%$2.2M$1.9M-$275.0K2026-11-06
International Assets Investment Management, LLC
INCREASED47,84526,276+21,569+82%$1.2M$1.9M+$722.1K2026-11-02
Arete Wealth Advisors, LLC
DECREASED47,70253,405-5,703-11%$2.4M$1.9M-$536.4K2026-11-09
Woodmont Investment Counsel LLC
INCREASED47,58747,571+16+0%$2.2M$1.9M-$280.1K2026-10-29
Spinnaker Investment Group, LLC
INCREASED47,51244,280+3,232+7%$2.0M$1.9M-$133.8K2026-10-13
Sendero Wealth Management, LLC
DECREASED46,75064,805-18,055-28%$2.9M$1.8M-$1.1M2026-10-14
Venture Visionary Partners LLC
INCREASED46,58443,663+2,921+7%$2.0M$1.8M-$142.4K2026-10-07
Colton Groome Financial Advisors, LLC
DECREASED46,52348,032-1,509-3%$2.2M$1.8M-$342.9K2026-10-06
3Edge Asset Management, LP
DECREASED45,66748,524-2,857-6%$2.2M$1.8M-$399.0K2026-10-30
Dumont & Blake Investment Advisors LLC
INCREASED44,97118,959+26,012+137%$859.6K$1.8M+$914.1K2026-10-28
Cranbrook Wealth Management, LLC
INCREASED44,97143,383+1,588+4%$2.0M$1.8M-$193.3K2026-10-28
Franklin Street Advisors Inc
INCREASED44,71144,702+9+0%$2.0M$1.8M-$263.4K2026-10-13
Park Edge Advisors, LLC
DECREASED44,70255,347-10,645-19%$2.5M$1.8M-$746.4K2026-10-28
Indivisible Partners
INCREASED44,4008,592+35,808+417%$389.6K$1.8M+$1.4M2026-10-26
Wealthcare Advisory Partners LLC
DECREASED44,10591,733-47,628-52%$4.2M$1.7M-$2.4M2026-10-21
Grandview Asset Management LLC
DECREASED43,75055,029-11,279-20%$2.5M$1.7M-$769.5K2026-10-19
Milestone Asset Management, LLC
INCREASED43,7128,630+35,082+407%$391.3K$1.7M+$1.3M2026-10-15
Clear Creek Financial Management, LLC
INCREASED43,62433,873+9,751+29%$1.5M$1.7M+$184.8K2026-10-28
Citizens Financial Group Inc
DECREASED43,42947,404-3,975-8%$2.1M$1.7M-$436.5K2026-10-23
Level Four Advisory Services, LLC
INCREASED43,24039,891+3,349+8%$1.8M$1.7M-$103.7K2026-11-06
Deltec Asset Management LLC
UNCHANGED43,00043,00000%$1.9M$1.7M-$253.7K2026-10-26
HB Wealth Management, LLC
INCREASED42,81239,810+3,002+8%$1.8M$1.7M-$116.5K2026-10-23
Everest Financial Group LLC
INCREASED42,08534,025+8,060+24%$1.5M$1.7M+$117.1K2026-11-06
Old National Bancorp
DECREASED42,04846,304-4,256-9%$2.1M$1.7M-$441.1K2026-10-20
Uptown Financial Advisors LLC
DECREASED41,96253,969-12,007-22%$2.4M$1.7M-$792.0K2026-10-15
Sava Infond d.o.o.
UNCHANGED41,30041,30000%$1.9M$1.6M-$243.7K2026-10-28
Cullen T Bankers, Inc.
INCREASED41,26429,291+11,973+41%$1.3M$1.6M+$299.4K2026-10-28
TCP Asset Management, LLC
DECREASED41,00941,159-1500%$1.9M$1.6M-$232.8K2026-10-14
Laraway Financial Advisors Inc
DECREASED40,68741,111-424-1%$1.9M$1.6M-$259.3K2026-11-09
PW Nova Financial Services LLC
DECREASED40,43444,726-4,292-10%$2.0M$1.6M-$433.2K2026-10-15
New Wave Wealth Advisors LLC
INCREASED40,17138,760+1,411+4%$1.8M$1.7M-$75.4K2026-10-19
Founders Financial Securities LLC
INCREASED39,6805,019+34,661+691%$227.6K$1.6M+$1.3M2026-10-28
Investment Management Corp
DECREASED39,50090,580-51,080-56%$4.1M$1.6M-$2.5M2026-11-03
Jacobi Capital Management LLC
INCREASED39,09838,161+937+2%$1.7M$1.5M-$188.2K2026-11-05
Visionary Wealth Advisors
INCREASED38,82134,825+3,996+11%$1.6M$1.5M-$47.8K2026-11-04
Axxcess Wealth Management, LLC
DECREASED38,04545,691-7,646-17%$2.1M$1.5M-$571.2K2026-10-21
City Center Advisors, LLC
INCREASED38,03234,858+3,174+9%$1.6M$1.5M-$80.5K2026-10-08
Mechanics Bank Trust Department
DECREASED37,95048,886-10,936-22%$2.2M$1.5M-$719.7K2026-10-13
Wincap Financial LLC
INCREASED37,91430,833+7,081+23%$1.4M$1.5M+$97.4K2026-10-20
Great Valley Advisor Group, Inc.
DECREASED37,65549,570-11,915-24%$2.2M$1.5M-$762.2K2026-11-09
TD Waterhouse Canada Inc.
DECREASED37,42374,048-36,625-49%$3.3M$1.5M-$1.8M2026-10-16
Concentrum Wealth Management
DECREASED37,02049,009-11,989-24%$2.2M$1.5M-$762.0K2026-11-09
Orange Investment Advisors, Inc.
DECREASED36,87537,524-649-2%$1.7M$1.5M-$247.0K2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED36,75936,75900%$1.7M$1.6M-$122.9K2026-10-26
Apella Capital, LLC
DECREASED36,65137,983-1,332-4%$1.7M$1.5M-$227.7K2026-10-08
Summit Financial Consulting LLC
INCREASED36,64534,767+1,878+5%$1.6M$1.4M-$131.1K2026-10-15
Geneos Wealth Management Inc.
DECREASED36,53541,350-4,815-12%$1.9M$1.4M-$433.9K2026-11-09
Atlas Capital Advisors Inc.
DECREASED35,90040,089-4,189-10%$1.8M$6.8K-$1.8M2026-11-09
Sowell Financial Services LLC
INCREASED35,71329,270+6,443+22%$1.3M$1.4M+$81.4K2026-10-23
Freedom Financial Partners LLC
DECREASED35,60735,909-302-1%$1.6M$1.4M-$223.8K2026-10-19
Certified Advisory Corp
DECREASED35,60339,126-3,523-9%$1.8M$1.4M-$369.8K2026-10-29
Private Trust Co NA
DECREASED35,47140,769-5,298-13%$1.8M$1.4M-$449.5K2026-10-20
Chemung Canal Trust Co
DECREASED35,45536,908-1,453-4%$1.7M$1.4M-$275.1K2026-11-04
Kassira Wealth Management LLC
DECREASED35,35135,467-1160%$1.6M$1.4M-$213.8K2026-10-28
Cane Capital Partners, LLC
NEW35,290—+35,290——$1.4M—2026-10-23
Lane Brothers & Co Inc
DECREASED35,07643,533-8,457-19%$2.0M$1.4M-$590.4K2026-11-02
Alerus Financial NA
DECREASED34,76063,471-28,711-45%$2.9M$1.4M-$1.5M2026-11-09
Odyssey Capital Advisors, Inc.
INCREASED34,74131,524+3,217+10%$1.4M$1.4M-$59.1K2026-10-26
Harbor Investment Advisory, LLC
DECREASED34,73435,232-498-1%$1.6M$1.4M-$227.5K2026-10-13
Essex LLC
INCREASED34,72130,796+3,925+13%$1.4M$1.4M-$26.9K2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED34,63878,522-43,884-56%$3.6M$1.4M-$2.2M2026-10-16
CoreCap Advisors, LLC
DECREASED34,56544,200-9,635-22%$2.0M$1.4M-$640.8K2026-10-08
Asset Allocation Strategies LLC
DECREASED34,37634,720-344-1%$1.6M$1.4M-$218.4K2026-10-20
HBK Sorce Advisory LLC
INCREASED34,36831,689+2,679+8%$1.4M$1.5M+$104.6K2026-11-06
CDM Financial Counseling Services, Inc.
INCREASED34,36833,703+665+2%$1.5M$1.4M-$172.7K2026-10-15
Avior Wealth Management, LLC
DECREASED34,35757,985-23,628-41%$2.6M$1.4M-$1.3M2026-10-13
Lionsbridge Wealth Management LLC
DECREASED34,24037,300-3,060-8%$1.7M$1.4M-$340.8K2026-10-26
Stapp Wealth Management, Pllc
NEW33,975—+33,975——$1.3M—2026-10-15
WP Advisors, LLC
DECREASED33,81734,481-664-2%$1.6M$1.3M-$229.6K2026-10-22
Pine Valley Investments Ltd Liability Co
INCREASED33,51532,353+1,162+4%$1.5M$1.3M-$145.1K2026-11-09
Signal Advisors Wealth, LLC
INCREASED33,08623,084+10,002+43%$1.0M$1.3M+$258.3K2026-10-13
Bullock Wealth Management Group
INCREASED33,05832,298+760+2%$1.4M$1.3M-$134.4K2026-10-09
Horizon Financial Services, LLC
INCREASED32,92617,768+15,158+85%$805.6K$1.3M+$493.0K2026-11-04
Stableford Capital II LLC
DECREASED32,86033,671-811-2%$1.5M$1.3M-$230.6K2026-10-09
Purus Wealth Management, LLC
INCREASED32,58831,203+1,385+4%$1.4M$1.3M-$129.5K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED32,10831,812+296+1%$1.4M$1.3M-$176.0K2026-10-23
Integrated Advisors Network LLC
DECREASED32,06332,482-419-1%$1.5M$1.3M-$208.2K2026-10-20
Samalin Investment Counsel, LLC
INCREASED31,96831,814+154+0%$1.4M$1.3M-$181.7K2026-10-23
Shum Financial Group, Inc.
INCREASED31,82731,795+32+0%$1.4M$1.3M-$186.3K2026-10-13
Capital Advisors, Ltd. LLC
DECREASED31,63632,156-520-2%$1.5K$1.2K-$2102026-10-27
Peoples Financial Services Corp.
DECREASED31,28731,982-695-2%$1.5M$1.2M-$216.4K2026-10-20
Sharper & Granite LLC
DECREASED31,19034,129-2,939-9%$1.5M$1.4M-$116.1K2026-11-02
Vontobel Holding Ltd.
INCREASED31,1394,931+26,208+531%$223.6K$1.2M+$1.0M2026-10-16
Ashton Thomas Securities, LLC
INCREASED31,09518,739+12,356+66%$849.6K$726.9K-$122.8K2026-10-26
Patriot Investment Management Group, Inc.
UNCHANGED31,03831,03800%$1.4M$1.2M-$183.1K2026-10-15
Parkside Investments, LLC
INCREASED31,00030,000+1,000+3%$1.4M$1.2M-$137.6K2026-10-20
J.Safra Asset Management Corp
INCREASED30,98430,548+436+1%$1.4M$1.2M-$163.0K2026-11-03
CWA Asset Management Group, LLC
INCREASED30,87930,329+550+2%$1.4M$1.2M-$157.3K2026-10-19
Trek Financial, LLC
DECREASED30,853122,489-91,636-75%$5.6M$1.2M-$4.3M2026-10-29
Accel Wealth Management
DECREASED30,10431,053-949-3%$1.4M$1.2M-$220.6K2026-10-13
Lanark Financial, Inc.
INCREASED29,89223,524+6,368+27%$1.1M$1.2M+$112.4K2026-10-26
LEE Danner & Bass Inc
UNCHANGED29,52529,52500%$1.3M$1.2M-$174.2K2026-10-27
Providence First Trust Co
DECREASED28,98734,800-5,813-17%$1.6M$1.1M-$434.6K2026-11-02
Telos Capital Management, Inc.
INCREASED28,94126,004+2,937+11%$1.2M$1.1M-$37.6K2026-11-02
Creekside Partners
UNCHANGED28,82828,82800%$1.3M$1.1M-$170.1K2026-11-04
Inscription Capital, LLC
DECREASED28,69838,823-10,125-26%$1.8M$1.1M-$628.4K2026-11-02
Strategic Blueprint, LLC
INCREASED28,59727,797+800+3%$1.3M$1.1M-$132.4K2026-10-22
Premier Path Wealth Partners, LLC
DECREASED28,59340,125-11,532-29%$1.8M$1.1M-$691.6K2026-10-16
Penobscot Wealth Management
INCREASED28,44425,199+3,245+13%$1.1M$1.1M-$20.7K2026-10-21
Florida Financial Advisors, LLC
DECREASED28,42949,396-20,967-42%$2.2M$1.1M-$1.1M2026-11-09
Regions Financial Corp
INCREASED28,28526,201+2,084+8%$1.2M$1.1M-$72.4K2026-11-05
Diversified Enterprises, LLC
INCREASED27,90727,878+29+0%$1.3M$1.1M-$163.3K2026-10-19
Parsons Capital Management Inc
DECREASED27,79030,728-2,938-10%$1.4M$1.1M-$297.2K2026-10-28
Midwest Trust Co
DECREASED27,56828,149-581-2%$1.3M$1.1M-$189.0K2026-10-22
Resonant Capital Advisors, LLC
INCREASED27,29026,930+360+1%$1.2M$1.1M-$144.7K2026-10-15
Ascentis Independent Advisors
INCREASED27,166772+26,394+3419%$35.0K$1.1M+$1.0M2026-11-03
Daymark Wealth Partners, LLC
INCREASED27,07922,395+4,684+21%$1.0M$1.1M+$52.6K2026-11-04
Centennial Bank
INCREASED27,04825,526+1,522+6%$1.2M$1.1M-$90.6K2026-11-09
Sage Capital Management, LLC
INCREASED26,97126,845+126+0%$1.2M$1.1M-$153.4K2026-10-20
Fairvoy Private Wealth, LLC
DECREASED26,95527,284-329-1%$1.2M$1.1M-$173.9K2026-10-19
Nwam LLC
INCREASED26,90426,000+904+3%$1.2M$1.1M-$117.7K2026-11-09
Private Wealth Group, LLC
DECREASED26,85927,414-555-2%$1.2M$1.1M-$183.6K2026-10-19
Platform Technology Partners
DECREASED26,42127,680-1,259-5%$1.3M$1.0M-$213.0K2026-11-02
Centurion Wealth Management LLC
DECREASED26,35131,778-5,427-17%$1.4M$1.0M-$401.5K2026-10-13
Terra Nova Asset Management LLC
INCREASED26,26225,615+647+3%$1.2M$1.0M-$125.6K2026-10-13
Orrstown Financial Services Inc
INCREASED26,16126,092+69+0%$1.2M$1.0M-$151.2K2026-10-14
Apollon Financial, LLC
DECREASED26,12227,129-1,007-4%$1.2M$1.0M-$199.8K2026-10-23
McAdam, LLC
INCREASED26,06223,347+2,715+12%$1.1M$1.0M-$30.7K2026-10-21
Opus Financial Solutions LLC
DECREASED26,05926,415-356-1%$1.2M$1.0M-$169.9K2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED26,04328,392-2,349-8%$1.3M$1.0M-$260.2K2026-10-29
JBR Co Financial Management Inc
UNCHANGED26,00726,00700%$1.2M$1.2M-$14.8K2026-10-13
10Elms LLP
INCREASED25,99825,533+465+2%$1.2M$1.0M-$132.3K2026-11-06
Partners Wealth Management, LLC
NEW25,691—+25,691——$1.0M—2026-10-28
GC Wealth Management RIA, LLC
INCREASED25,61910,690+14,929+140%$484.7K$1.0M+$525.7K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED25,32025,361-410%$1.1M$1.0M-$137.8K2026-10-09
Cypress Capital Group
DECREASED25,18027,410-2,230-8%$1.2M$993.1K-$249.7K2026-11-03
Quantum Financial Partners LLC
DECREASED25,06927,158-2,089-8%$1.2M$988.7K-$242.6K2026-10-19
Harrell Investment Partners, LLC
INCREASED24,66823,170+1,498+6%$1.1M$972.9K-$77.6K2026-10-15
Intesa Sanpaolo Wealth Management
INCREASED24,6481,931+22,717+1176%$87.6K$972.1K+$884.6K2026-10-28
CWC Advisors, Llc.
DECREASED24,60424,605-10%$1.1M$970.4K-$145.2K2026-10-15
Advisors Preferred, LLC
NEW24,600—+24,600——$979.8K—2026-11-09
KW Wealth Management LLC
NEW24,571—+24,571——$969.1K—2026-10-28
Baron Financial Group, LLC
INCREASED24,12722,212+1,915+9%$1.0M$951.6K-$55.5K2026-10-09
Diversify Wealth Management, LLC
DECREASED24,04925,966-1,917-7%$1.2M$1.0M-$184.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED24,04925,966-1,917-7%$1.2M$1.0M-$184.5K2026-10-20
Harbor Capital Advisors, Inc.
INCREASED24,00323,901+102+0%$1.1M$947-$1.1M2026-10-22
Primoris Wealth Advisors, LLC
DECREASED23,81624,256-440-2%$1.1M$939.3K-$160.5K2026-10-28
Claro Advisors Inc.
INCREASED23,78621,838+1,948+9%$990.2K$938.1K-$52.0K2026-11-02
Councilor Wealth, LLC
INCREASED23,72623,725+10%$1.1M$935.8K-$140.0K2026-10-09
Mirador Capital Partners LP
INCREASED23,66122,957+704+3%$1.0M$933.2K-$107.7K2026-10-09
PFG Advisors
DECREASED23,60928,961-5,352-18%$1.3M$931.1K-$382.0K2026-10-16
Fulton Bank, N.A.
INCREASED23,60720,763+2,844+14%$941.4K$931.1K-$10.3K2026-10-14
Clearstead Advisors, LLC
INCREASED23,4159,929+13,486+136%$450.2K$923.5K+$473.3K2026-11-06
Bria Capital Group, LLC
INCREASED23,38620,015+3,371+17%$907.5K$922.3K+$14.9K2026-10-22
Stone Summit Wealth LLC
DECREASED23,33024,995-1,665-7%$1.1M$920.1K-$213.1K2026-10-14
Triangle Securities Wealth Management
DECREASED23,32623,766-440-2%$1.1M$920.0K-$157.5K2026-10-14
Global View Capital Management LLC
DECREASED23,29432,944-9,650-29%$1.5M$918.7K-$575.0K2026-10-28
Meridian Financial Advisors, LLC
INCREASED23,08823,076+12+0%$1.0M$910.6K-$135.7K2026-10-14
Montecito Bank & Trust
DECREASED22,96923,269-300-1%$1.1M$905.9K-$149.1K2026-10-01
CRA Financial Services, LLC
UNCHANGED22,95722,95700%$1.0M$905.4K-$135.4K2026-10-16
Trust Co
DECREASED22,88822,968-800%$1.0M$902.7K-$138.7K2026-10-09
AFG Fiduciary Services Limited Partnership
DECREASED22,76023,511-751-3%$1.1M$953.0K-$122.9K2026-10-21
Visionary Horizons, LLC
DECREASED22,73825,236-2,498-10%$1.1M$896.8K-$247.4K2026-10-22
LightSquare Wealth Management, LLC
INCREASED22,69819,614+3,084+16%$889.3K$895.2K+$5.9K2026-11-03
Chicago Partners Investment Group LLC
INCREASED22,53822,010+528+2%$1.0M$959.2K-$57.4K2026-10-27
Finward Bancorp
INCREASED22,51122,411+100+0%$1.0M$887.8K-$128.3K2026-10-14
AlTi Global, Inc.
DECREASED22,46276,662-54,200-71%$3.5M$885.9K-$2.6M2026-11-09
Forvis Mazars Wealth Advisors, LLC
DECREASED22,45823,215-757-3%$1.1M$885.7K-$166.8K2026-10-13
Narwhal Capital Management
UNCHANGED22,36022,36000%$1.0M$881.9K-$131.9K2026-11-04
Cushing Capital Partners, LLC
DECREASED22,13022,304-174-1%$1.0M$872.8K-$138.5K2026-10-20
Belpointe Asset Management LLC
DECREASED22,12229,769-7,647-26%$1.3M$872.5K-$477.2K2026-11-09
Turn8 Private Wealth Inc.
INCREASED22,09221,136+956+5%$958.3K$871.3K-$87.0K2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED22,07022,011+59+0%$997.1K$908.2K-$88.9K2026-10-19
Argyle Capital Partners, LLC
DECREASED21,92022,868-948-4%$1.0M$864.5K-$172.3K2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED21,90623,339-1,433-6%$1.1M$864.0K-$194.2K2026-10-22
Harel Insurance Investments & Financial Services Ltd.
INCREASED21,73521,505+230+1%$970.0K$852-$969.1K2026-11-02
Chesapeake Wealth Management
DECREASED21,57022,431-861-4%$1.0M$850.7K-$166.3K2026-11-09
Curat Global, LLC
INCREASED21,37217,957+3,415+19%$1.1M$842.9K-$215.3K2026-10-26
Institute for Wealth Management, Llc.
INCREASED20,95815,886+5,072+32%$720.3K$826.6K+$106.3K2026-11-06
Cooksen Wealth, LLC
INCREASED20,82118,609+2,212+12%$843.7K$862.2K+$18.4K2026-10-13
Nations Financial Group Inc,
DECREASED20,79821,061-263-1%$954.9K$820.3K-$134.6K2026-11-05
Stonebridge Financial Planning Group, LLC
DECREASED20,71024,065-3,355-14%$1.1M$816.8K-$274.3K2026-11-06
Sepio Capital, LP
DECREASED20,68328,260-7,577-27%$1.3M$815.7K-$465.5K2026-10-22
E&G Advisors, LLC
INCREASED20,66420,599+65+0%$934.0K$815.0K-$119.0K2026-10-13
Powell Investment Advisors, LLC
UNCHANGED20,43020,43000%$926.3K$805.8K-$120.5K2026-10-22
FNY Investment Advisers, LLC
INCREASED20,3404,100+16,240+396%$185$802+$6172026-10-16
Independence Wealth Advisors, LLC
INCREASED20,12317,308+2,815+16%$784.8K$793.7K+$8.9K2026-10-29
Boltwood Capital Management
INCREASED19,97019,928+42+0%$903.5K$787.6K-$115.9K2026-10-02
McGlone Suttner Wealth Management, Inc.
INCREASED19,91119,904+7+0%$902.4K$785.3K-$117.2K2026-10-13
Bfsg, LLC
DECREASED19,69219,742-500%$895.1K$776.7K-$118.5K2026-10-30
Salem Investment Counselors Inc
INCREASED19,56718,927+640+3%$858.2K$771.7K-$86.4K2026-10-13
David J Yvars Group
INCREASED19,54619,508+38+0%$893.5K$774.5K-$119.0K2026-10-09
Innova Wealth Partners
DECREASED19,43897,333-77,895-80%$4.4M$766.6K-$3.6M2026-10-21
Cullen Capital Management, LLC
INCREASED19,2626,250+13,012+208%$283.4K$759.7K+$476.3K2026-11-10
First Horizon Corp
DECREASED19,23519,263-280%$873.4K$758.6K-$114.8K2026-10-26
Destiny Capital Corp
UNCHANGED19,17019,17000%$869.2K$756.1K-$113.1K2026-11-03
CMG Global Holdings, LLC
DECREASED19,09319,369-276-1%$878.2K$753.0K-$125.2K2026-10-14
Altfest L J & Co Inc
INCREASED18,80912,318+6,491+53%$558.5K$741.8K+$183.3K2026-10-27
Root Financial Partners, LLC
NEW18,780—+18,780——$740.7K—2026-10-21
Solutions 4 Wealth, Ltd
INCREASED18,75915,366+3,393+22%$696.7K$739.9K+$43.2K2026-11-03
John Boyer, Inc.
INCREASED18,72718,613+114+1%$843.9K$738.7K-$105.2K2026-10-27
Stolper Co
DECREASED18,62218,962-340-2%$860$734-$1262026-10-13
HBW Advisory Services LLC
DECREASED18,29829,298-11,000-38%$1.3M$721.7K-$606.7K2026-10-15
Koshinski Asset Management, Inc.
DECREASED18,14118,733-592-3%$849.4K$715.5K-$133.9K2026-10-29
Cornerstone National Bank & Trust Co
DECREASED18,10618,117-110%$811.1K$718.4K-$92.7K2026-10-20
Collaborative Fund Advisors, LLC
INCREASED18,04011,934+6,106+51%$541.1K$711.5K+$170.4K2026-11-02
Moulton Wealth Management, Inc
INCREASED17,98717,979+8+0%$805.7K$713.7K-$91.9K2026-10-13
Silverlake Wealth Management LLC
DECREASED17,96620,080-2,114-11%$910.4K$708.6K-$201.9K2026-10-21
Mesirow Financial Investment Management, Inc.
DECREASED17,96618,234-268-1%$826.7K$708.5K-$118.2K2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED17,89617,500+396+2%$793.5K$705.8K-$87.6K2026-10-19
White Pine Capital LLC
UNCHANGED17,84417,84400%$809.0K$703.8K-$105.3K2026-11-09
Leavell Investment Management, Inc.
NEW17,770—+17,770——$700.8K—2026-11-09
Sovran Advisors, LLC
INCREASED17,70916,513+1,196+7%$751.7K$764.0K+$12.3K2026-11-02
Objective Capital Management, LLC
INCREASED17,67217,651+21+0%$800.3K$697.0K-$103.3K2026-10-13
White Pine Investment Co
INCREASED17,56016,501+1,059+6%$748.0K$693-$747.3K2026-10-15
R2 Capital Strategies, LLC
DECREASED17,55118,219-668-4%$826.0K$692.2K-$133.8K2026-10-15
Matthew Goff Investment Advisor, LLC
INCREASED17,53417,519+15+0%$794.3K$691.5K-$102.8K2026-10-13
High Point Wealth Management, LLC
INCREASED17,45114,766+2,685+18%$669.5K$688.3K+$18.8K2026-11-05
SBI Securities Co., Ltd.
INCREASED17,23415,981+1,253+8%$724.6K$679.7K-$44.9K2026-10-22
Smith Thornton Advisors LLC
UNCHANGED17,19617,19600%$786.2K$678.2K-$108.0K2026-10-16
Simon Quick Advisors, LLC
INCREASED17,12817,085+43+0%$774.6K$675.5K-$99.1K2026-10-26
MontVue Capital Management, Inc.
DECREASED17,09217,100-80%$775.3K$674.1K-$101.2K2026-10-19
Nvwm, LLC
INCREASED16,98916,872+117+1%$765.0K$670.0K-$94.9K2026-10-14
Moneco Advisors, LLC
INCREASED16,95216,184+768+5%$733.8K$668.6K-$65.2K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED16,71717,760-1,043-6%$805.2K$659.3K-$145.9K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED16,64910,333+6,316+61%$424.0K$658-$423.4K2026-11-04
John A. Wolfe & Associates, Inc.
INCREASED16,53816,426+112+1%$744.8K$652.3K-$92.5K2026-11-06
Burford Brothers, Inc.
DECREASED16,49416,578-84-1%$751.6K$650.5K-$101.1K2026-10-21
Wesbanco Bank Inc
DECREASED16,48222,514-6,032-27%$1.0M$650.1K-$370.7K2026-11-04
Patton Albertson Miller Group, LLC
UNCHANGED16,43916,43900%$745.3K$648.4K-$97.0K2026-10-26
Narus Financial Partners, LLC
DECREASED16,42816,631-203-1%$754.1K$647.9K-$106.2K2026-10-19
John G Ullman & Associates Inc
DECREASED16,15816,992-834-5%$770.4K$637.3K-$133.1K2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED15,97615,508+468+3%$703.2K$630.1K-$73.1K2026-10-21
Asset Management One Co., Ltd.
DECREASED15,94716,329-382-2%$740.4K$629.0K-$111.4K2026-10-27
Fortem Financial Group, LLC
DECREASED15,66417,040-1,376-8%$772.6K$617.8K-$154.8K2026-10-20
Manchester Capital Management LLC
UNCHANGED15,59015,59000%$706.9K$614.9K-$92.0K2026-10-22
Verus Capital Partners, LLC
INCREASED15,32313,892+1,431+10%$629.9K$604.4K-$25.5K2026-11-03
Donaldson Capital Management, LLC
DECREASED15,30421,212-5,908-28%$961.8K$603.6K-$358.2K2026-11-09
Teamwork Financial Advisors, LLC
INCREASED15,08611,402+3,684+32%$517.0K$595.0K+$78.0K2026-10-19
AdvisorNet Financial, Inc
DECREASED15,00618,258-3,252-18%$827.8K$626.0K-$201.8K2026-10-15
Lynx Investment Advisory
DECREASED14,96520,704-5,739-28%$938.7K$590.2K-$348.5K2026-10-27
Westside Investment Management, Inc.
INCREASED14,8266,836+7,990+117%$309.9K$586.6K+$276.7K2026-11-02
AmeriServ Wealth Advisors
DECREASED14,71819,622-4,904-25%$889.7K$580.5K-$309.2K2026-10-21
Stackstone Wealth, LLC
NEW14,686—+14,686——$579.2K—2026-10-19
ARS Investment Partners, LLC
INCREASED14,48112,370+2,111+17%$560.8K$571.1K+$10.3K2026-11-05
Fiduciary Alliance LLC
DECREASED14,34016,097-1,757-11%$729.8K$565.6K-$164.3K2026-10-13
Fortune Financial Group, Inc.
DECREASED14,21816,066-1,848-11%$728.4K$560.8K-$167.7K2026-10-22
Sageworth Trust Co
UNCHANGED14,20014,20000%$643.8K$560.0K-$83.8K2026-10-30
NovaPoint Capital, LLC
DECREASED14,02314,263-240-2%$646.7K$553.1K-$93.6K2026-10-22
Oakworth Capital, Inc.
UNCHANGED13,97413,97400%$632.9K$551.1K-$81.7K2026-10-26
Chemistry Wealth Management LLC
INCREASED13,93812,789+1,149+9%$579.9K$549.7K-$30.1K2026-10-16
TrueWealth Advisors, LLC
INCREASED13,92413,918+6+0%$631.0K$549.1K-$81.9K2026-10-09
LJI Wealth Management, LLC
INCREASED13,7706,950+6,820+98%$315.1K$543.1K+$228.0K2026-10-28
Windsor Capital Management, LLC
INCREASED13,73313,541+192+1%$614.0K$541.6K-$72.3K2026-10-13
BLB&B Advisors, LLC
INCREASED13,72710,375+3,352+32%$470.4K$541.4K+$71.0K2026-10-27
RIA Advisory Group LLC
DECREASED13,70814,532-824-6%$658.9K$540.6K-$118.3K2026-10-15
Constitution Capital LLC
INCREASED13,62913,219+410+3%$599.3K$537.5K-$61.8K2026-10-23
FCG Investment Co
DECREASED13,62538,336-24,711-64%$1.7M$537.4K-$1.2M2026-10-13
Dynamic Wealth Strategies, LLC
DECREASED13,57315,767-2,194-14%$714.9K$535.3K-$179.6K2026-10-16
Roan Capital Partners
DECREASED13,53613,689-153-1%$620.6K$533.9K-$86.8K2026-10-09
Bailard, Inc.
UNCHANGED13,46813,46800%$610.6K$531.2K-$79.5K2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED13,46513,685-220-2%$620.5K$531.1K-$89.4K2026-10-16
Tranquility Partners, LLC
DECREASED13,45313,815-362-3%$626.4K$530.6K-$95.8K2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED13,39321,615-8,222-38%$980.0K$528.2K-$451.8K2026-10-07
Peoples Bank
DECREASED13,36913,425-560%$608.7K$527.3K-$81.4K2026-10-09
S&A Financial Services, Inc.
INCREASED13,30713,274+33+0%$601.9K$524.8K-$77.0K2026-11-03
Evanson Financial, LLC
DECREASED13,19313,226-330%$599.7K$520.3K-$79.4K2026-10-23
Colony Family Offices, LLC
UNCHANGED13,10013,10000%$594.0K$516.7K-$77.3K2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED12,95312,855+98+1%$582.8K$510.9K-$72.0K2026-10-27
United Asset Strategies, Inc.
INCREASED12,93712,721+216+2%$576.8K$510.2K-$66.5K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED12,8968,214+4,682+57%$372.1K$511.7K+$139.6K2026-11-04
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED12,76712,76700%$578.9K$503.5K-$75.3K2026-11-09
Vigilare Wealth Management
DECREASED12,75814,077-1,319-9%$638.3K$503.2K-$135.1K2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED12,67218,517-5,845-32%$839.6K$499.8K-$339.7K2026-10-13
Tucker Asset Management LLC
DECREASED12,67113,236-565-4%$600.1K$499.7K-$100.4K2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED12,62812,843-215-2%$582.3K$498.0K-$84.3K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED12,61812,61800%$572.1K$497.7K-$74.4K2026-10-15
Belvedere Trading LLC
NEW12,536—+12,536——$494.4K—2026-11-05
Jm2 Capital Inc.
INCREASED12,51712,403+114+1%$562.3K$493.7K-$68.7K2026-10-14
Compound Planning, Inc.
INCREASED12,50310,070+2,433+24%$456.6K$493.1K+$36.5K2026-11-09
Patten Group, Inc.
DECREASED12,48214,889-2,407-16%$675.1K$492.3K-$182.8K2026-10-26
Family Investment Center, Inc.
DECREASED12,42233,555-21,133-63%$1.5M$489.9K-$1.0M2026-10-19
Capital Management Associates, Inc
INCREASED12,41611,329+1,087+10%$513.7K$489.7K-$24.0K2026-10-20
4Wealth Advisors, Inc.
INCREASED12,39710,641+1,756+17%$489.7K$492.3K+$2.6K2026-10-13
Andina Capital Management, LLC
NEW12,388—+12,388——$488.6K—2026-10-21
West Michigan Advisors, LLC
NEW12,306—+12,306——$485.3K—2026-11-09
Cutler Investment Counsel LLC
UNCHANGED12,23812,23800%$554.9K$482.7K-$72.2K2026-10-28
Capital Investment Counsel, LLC
DECREASED12,21835,375-23,157-65%$1.6M$481.9K-$1.1M2026-10-14
Cap Partners, LLC
INCREASED12,21111,482+729+6%$520.6K$481.6K-$39.0K2026-10-19
BCS Wealth Management
INCREASED12,08212,036+46+0%$545.7K$476.5K-$69.3K2026-11-03
Retirement Planning Co of New England, Inc.
INCREASED12,01111,482+529+5%$520.6K$473.7K-$46.9K2026-10-15
Investment House LLC
DECREASED12,00013,200-1,200-9%$598.5K$473.3K-$125.2K2026-10-21
J2 Capital Management Inc
UNCHANGED12,00012,00000%$544.1K$473.3K-$70.8K2026-10-19
Lake Street Private Wealth, LLC
INCREASED11,92011,504+416+4%$521.6K$470.1K-$51.5K2026-10-22
Pinnacle Associates LTD
DECREASED11,87212,821-949-7%$581.3K$468.2K-$113.1K2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED11,87211,854+18+0%$537.5K$468.3K-$69.3K2026-10-28
Taylor & Morgan Wealth Management, LLC
INCREASED11,84811,759+89+1%$533.2K$467.3K-$65.9K2026-10-09
Kopp Family Office, LLC
DECREASED11,84559,245-47,400-80%$2.7M$2.3M-$338.5K2026-10-21
Cornerstone Wealth Management, LLC
DECREASED11,81212,145-333-3%$550.6K$465.9K-$84.8K2026-11-04
Schmidt P J Investment Management Inc
INCREASED11,73810,750+988+9%$487.4K$463.0K-$24.4K2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED11,69112,107-416-3%$548.9K$461.1K-$87.8K2026-11-04
Adkins Seale Capital Management LLC
DECREASED11,68811,800-112-1%$535.0K$461.0K-$74.0K2026-10-27
LexAurum Advisors, LLC
UNCHANGED11,64411,64400%$527.9K$459.2K-$68.7K2026-10-19
Thoroughbred Financial Services, LLC
INCREASED11,63411,628+6+0%$527.0K$458-$526.5K2026-11-09
Strategic Advisors LLC
DECREASED11,45911,485-260%$520.7K$451.9K-$68.8K2026-10-13
SteelPeak Wealth, LLC
NEW11,436—+11,436——$451.0K—2026-10-16
Noesis Capital Mangement Corp
DECREASED11,30012,524-1,224-10%$567.8K$445.7K-$122.2K2026-10-26
Lodestone Wealth Management LLC
INCREASED11,29910,340+959+9%$468.8K$445.6K-$23.2K2026-10-14
Dana Investment Advisors, Inc.
DECREASED11,29911,744-445-4%$532.5K$445.6K-$86.8K2026-11-06
Brighton Jones LLC
INCREASED11,29310,476+817+8%$475.0K$445.4K-$29.6K2026-11-03
Collaborative Wealth Managment Inc.
DECREASED11,08112,796-1,715-13%$580.2K$437.0K-$143.1K2026-11-06
Pittenger & Anderson Inc
UNCHANGED11,06011,06000%$501.5K$436.2K-$65.3K2026-11-02
Cypress Wealth Services, LLC
INCREASED11,05810,825+233+2%$490.8K$455.1K-$35.6K2026-10-21
Wolverine Asset Management LLC
NEW11,040—+11,040——$435.4K—2026-11-02
Berkshire Money Management, Inc.
DECREASED11,03111,663-632-5%$528.8K$435.1K-$93.7K2026-10-21
Valeo Financial Advisors, LLC
INCREASED11,03111,008+23+0%$499.1K$435.1K-$64.0K2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED11,0254,230+6,795+161%$191.8K$434.8K+$243.0K2026-10-20
MCF Advisors LLC
DECREASED10,96811,022-540%$499.7K$432.6K-$67.2K2026-10-28
Fairfield Financial Advisors, LTD
NEW10,872—+10,872——$428.8K—2026-10-14
Able Financial Group, LLC
UNCHANGED10,75610,75600%$487.7K$424.2K-$63.5K2026-10-14
Highline Wealth Partners LLC
INCREASED10,69810,071+627+6%$456.6K$421.9K-$34.7K2026-10-19
Agate Pass Investment Management, LLC
INCREASED10,6579,582+1,075+11%$434.4K$420.3K-$14.1K2026-10-20
Hickory Point Bank & Trust
INCREASED10,60810,488+120+1%$475.5K$418.4K-$57.1K2026-10-01
South Shore Capital Advisors
DECREASED10,58319,003-8,420-44%$861.6K$417.4K-$444.2K2026-10-20
Plimoth Trust Co LLC
INCREASED10,5249,212+1,312+14%$417.7K$415.1K-$2.6K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,47616,375-5,899-36%$742.4K$413.2K-$329.2K2026-10-14
KG Capital Management
INCREASED10,45210,451+1+0%$473.8K$412.2K-$61.6K2026-10-15
Strive Financial Group,LLC
INCREASED10,4173,765+6,652+177%$170.7K$410.8K+$240.1K2026-11-09
Barry Investment Advisors, LLC
DECREASED10,39410,472-78-1%$474.8K$409.9K-$64.9K2026-10-14
Rhodes Investment Advisors Inc
DECREASED10,38023,495-13,115-56%$1.1M$409.4K-$655.9K2026-10-07
MBA Advisors LLC
INCREASED10,2599,118+1,141+13%$413.4K$404.6K-$8.8K2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED10,17613,426-3,250-24%$608.7K$401.3K-$207.4K2026-10-16
Mlp3, LLC
INCREASED10,1737,601+2,572+34%$344.6K$401.2K+$56.6K2026-10-22
Hennion & Walsh Asset Management, Inc.
UNCHANGED10,12410,12400%$459.0K$399.3K-$59.7K2026-10-13
Wespac Advisors, LLC
INCREASED10,0915,122+4,969+97%$232.2K$398.0K+$165.8K2026-10-26
Diversified Management Inc
UNCHANGED10,08010,08000%$457.0K$397.6K-$59.5K2026-10-08
Ritholtz Wealth Management
DECREASED9,98111,371-1,390-12%$515.6K$393.7K-$121.9K2026-11-05
Camelot Technology Advisors, Inc.
INCREASED9,9749,844+130+1%$446.3K$393.4K-$52.9K2026-10-09
First National Trust Co
DECREASED9,95510,977-1,022-9%$497.7K$392.6K-$105.1K2026-10-28
Fortis Group Advisors, LLC
DECREASED9,86520,284-10,419-51%$919.7K$419.8K-$499.9K2026-11-06
Arrow Financial Corp
DECREASED9,85310,531-678-6%$477.5K$388.6K-$88.9K2026-10-26
Clientfirst Wealth Management, LLC
UNCHANGED9,8489,84800%$446.5K$388.4K-$58.1K2026-11-04
Eclectic Associates Inc
INCREASED9,8389,834+4+0%$445.9K$388.0K-$57.9K2026-10-09
Clear Wave Wealth Management LLC
DECREASED9,62473,470-63,846-87%$3.3M$379.6K-$3.0M2026-11-04
Live Oak Private Wealth LLC
INCREASED9,6204,883+4,737+97%$221.4K$379.4K+$158.0K2026-11-02
Diligent Investors, LLC
INCREASED9,5739,571+2+0%$433.9K$377.6K-$56.4K2026-10-21
TigerOak Management, L.L.C.
DECREASED9,51510,671-1,156-11%$483.8K$375.3K-$108.6K2026-10-23
Econ Financial Services Corp
DECREASED9,500131,462-121,962-93%$6.0M$374.7K-$5.6M2026-10-19
Wall Capital Group, Inc.
DECREASED9,42830,487-21,059-69%$1.4M$371.8K-$1.0M2026-10-14
JFS Wealth Advisors, LLC
DECREASED9,3929,480-88-1%$429.8K$370.4K-$59.4K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED9,3168,985+331+4%$407.4K$367.4K-$40.0K2026-10-21
Myecfo, LLC
UNCHANGED9,2809,28000%$420.8K$366.0K-$54.8K2026-10-14
Tortuga Wealth Management, Inc
INCREASED9,2727,631+1,641+22%$346.1K$366.1K+$20.0K2026-10-27
Soltis Investment Advisors LLC
DECREASED9,2479,520-273-3%$431.6K$364.7K-$66.9K2026-10-28
Thrive Capital Management, LLC
DECREASED9,2379,859-622-6%$447.0K$364.3K-$82.7K2026-10-28
United Advisor Group, LLC
INCREASED9,1857,351+1,834+25%$333.3K$362.3K+$29.0K2026-11-03
Clifford Swan Investment Counsel LLC
INCREASED9,1819,180+1+0%$416.2K$362.1K-$54.1K2026-11-05
Realta Investment Advisors
DECREASED9,12523,016-13,891-60%$1.0M$359.9K-$683.7K2026-10-14
Sherry Group, Inc.
INCREASED9,1206,960+2,160+31%$320.3K$359.7K+$39.4K2026-10-09
Grey Ledge Advisors, LLC
INCREASED9,0519,029+22+0%$409.4K$357.0K-$52.4K2026-11-02
Glaxis Capital Management, LLC
NEW9,000—+9,000——$355.0K—2026-11-02
Ascent Group, LLC
NEW8,889—+8,889——$350.6K—2026-10-30
Benchmark Financial Wealth Advisors, LLC
INCREASED8,7958,777+18+0%$397.9K$346.9K-$51.1K2026-10-20
Vilga Financial Planning LLC
INCREASED8,7868,450+336+4%$383.1K$346.5K-$36.6K2026-10-09
Successful Portfolios LLC
INCREASED8,6838,598+85+1%$389.8K$347.0K-$42.8K2026-10-09
Warner Group LLC
UNCHANGED8,6248,62400%$391.0K$340.1K-$50.9K2026-11-09
University of Texas S AM Investment Management Co
UNCHANGED8,6078,60700%$390.2K$339.5K-$50.8K2026-11-03
Zinnia Wealth Advisory, LLC
NEW8,588—+8,588——$338.7K—2026-11-06
Juno Financial Group LLC
INCREASED8,5558,501+54+1%$385.4K$337.4K-$48.0K2026-10-27
Joel Isaacson & Co., LLC
INCREASED8,5498,195+354+4%$371.5K$337.2K-$34.4K2026-11-05
Discipline Wealth Solutions, LLC
DECREASED8,50710,212-1,705-17%$463.0K$335.5K-$127.5K2026-10-14
Heritage Wealth Advisors
DECREASED8,4028,623-221-3%$391.0K$331.4K-$59.6K2026-11-09
PUREfi Wealth, LLC
DECREASED8,40011,900-3,500-29%$539.5K$331.3K-$208.3K2026-10-19
Balefire, LLC
INCREASED8,3667,666+700+9%$347.6K$329.9K-$17.6K2026-10-09
Churchill Financial Advisors, LLC
INCREASED8,3398,235+104+1%$373.4K$328.9K-$44.5K2026-10-20
Asset One Wealth Management LLC
INCREASED8,2966,535+1,761+27%$295.5K$327.2K+$31.7K2026-11-02
Sound Income Strategies, LLC
DECREASED8,2698,782-513-6%$398.2K$339.6K-$58.5K2026-10-09
Murphy & Mullick Capital Management Corp
DECREASED8,2259,026-801-9%$409.2K$324.4K-$84.8K2026-11-02
Bangor Savings Bank
INCREASED8,2088,145+63+1%$369.3K$323.7K-$45.6K2026-10-06
World Equity Group, Inc.
INCREASED8,2038,031+172+2%$364.1K$323.5K-$40.6K2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED8,1884,720+3,468+73%$214.0K$322.9K+$108.9K2026-10-19
Kanawha Capital Management LLC
UNCHANGED8,1888,18800%$371.2K$322.9K-$48.3K2026-10-19
Diversified Trust Co
NEW8,138—+8,138——$321.0K—2026-11-06
James Investment Research, Inc.
DECREASED8,1068,308-202-2%$376.7K$319.7K-$57.0K2026-10-22
Guardian Asset Advisors, LLC
DECREASED8,1059,218-1,113-12%$417.9K$319.7K-$98.3K2026-10-16
Mascagni Wealth Management, Inc.
DECREASED8,0858,187-102-1%$371.2K$318.9K-$52.3K2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED8,0197,995+24+0%$362.5K$316.3K-$46.2K2026-10-14
Rockingstone Advisors LLC
UNCHANGED7,9607,96000%$360.9K$313.9K-$47.0K2026-10-16
First Business Financial Services, Inc.
UNCHANGED7,9047,90400%$358.4K$311.7K-$46.6K2026-10-29
XY Planning Network, Inc.
DECREASED7,8877,911-240%$358.7K$311.1K-$47.6K2026-10-14
Triad Wealth Partners, LLC
DECREASED7,8398,883-1,044-12%$394.1K$309.2K-$84.9K2026-10-26
Fisher Asset Management, LLC
DECREASED7,82414,048-6,224-44%$637.0K$308.6K-$328.3K2026-11-06
Southland Equity Partners LLC
INCREASED7,8215,415+2,406+44%$245.5K$308.5K+$62.9K2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED7,8037,473+330+4%$338.8K$307.8K-$31.1K2026-10-20
Berkshire Asset Management LLC
UNCHANGED7,8007,80000%$353.7K$307.6K-$46.0K2026-11-10
YHB Investment Advisors, Inc.
DECREASED7,7167,764-48-1%$352.0K$304.3K-$47.7K2026-10-08
North Star Investment Management Corp.
UNCHANGED7,6707,67000%$347.7K$302.5K-$45.2K2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED7,6687,750-82-1%$351.4K$302.4K-$49.0K2026-10-19
Christensen, King & Associates Investment Services, Inc.
DECREASED7,6328,236-604-7%$373.4K$301.0K-$72.4K2026-10-22
Avantax Planning Partners, Inc.
INCREASED7,6297,094+535+8%$321.6K$300.9K-$20.8K2026-11-03
Burke & Herbert Bank & Trust Co
INCREASED7,6157,475+140+2%$338.9K$300.3K-$38.6K2026-11-02
Retirement Planning Group, LLC
DECREASED7,5647,909-345-4%$358.6K$298.3K-$60.3K2026-10-19
D.B. Root & Company, LLC
INCREASED7,5304,713+2,817+60%$213.7K$297.0K+$83.3K2026-11-04
Maple Capital Management, Inc.
DECREASED7,4499,546-2,097-22%$432.8K$293.8K-$139.0K2026-11-02
GK Wealth Management LLC
DECREASED7,4348,744-1,310-15%$396.4K$293.2K-$103.2K2026-10-09
NBH Bank
DECREASED7,4227,797-375-5%$353.5K$292.7K-$60.8K2026-11-05
NWF Advisory Services Inc.
INCREASED7,4177,318+99+1%$331.8K$292.5K-$39.2K2026-10-19
First Financial Group Corp
INCREASED7,4067,363+43+1%$333.9K$292.1K-$41.8K2026-10-22
Greenleaf Trust
UNCHANGED7,3787,37800%$334.5K$291.0K-$43.5K2026-10-29
Romano Brothers and Company
DECREASED7,3347,750-416-5%$351.4K$289.3K-$62.1K2026-10-22
CPR Investments Inc.
INCREASED7,2895,267+2,022+38%$238.8K$287.5K+$48.7K2026-10-26
Argent Trust Co
DECREASED7,26810,471-3,203-31%$474.8K$286.7K-$188.1K2026-11-09
Turning Point Benefit Group, Inc.
INCREASED7,2646,892+372+5%$312.1K$288.2K-$23.9K2026-10-28
Mission Financial Group, LLC
INCREASED7,2477,210+37+1%$326.9K$285.8K-$41.1K2026-10-21
Measured Risk Portfolios, Inc.
DECREASED7,1567,188-320%$325.9K$282.2K-$43.7K2026-10-21
NTV Asset Management LLC
UNCHANGED7,1337,13300%$323.4K$281.3K-$42.1K2026-10-23
PCG Asset Management, LLC
DECREASED7,07822,279-15,201-68%$1.0M$279.2K-$731.0K2026-11-05
Kentucky Trust Co
UNCHANGED7,0607,06000%$320.1K$278.4K-$41.7K2026-10-15
Union Savings Bank
UNCHANGED7,0547,05400%$319.8K$278.1K-$41.7K2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED6,9766,97600%$316.3K$275.1K-$41.2K2026-10-26
Penobscot Investment Management Company, Inc.
UNCHANGED6,9456,94500%$314.9K$273.9K-$41.0K2026-10-26
Avaii Wealth Management, LLC
DECREASED6,9408,331-1,391-17%$377.7K$276.4K-$101.3K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED6,9166,553+363+6%$297.1K$272.8K-$24.4K2026-10-23
Acorn Financial Advisory Services Inc
INCREASED6,9086,903+5+0%$313.0K$272.5K-$40.5K2026-11-02
Compagnie Lombard Odier SCmA
DECREASED6,89915,979-9,080-57%$724.5K$272.1K-$452.4K2026-11-04
Ballast Financial Advisors LLC
INCREASED6,8896,386+503+8%$289.6K$271.7K-$17.8K2026-10-26
Grantvest Financial Group LLC
DECREASED6,8776,893-160%$312.5K$271.2K-$41.3K2026-10-21
Beaumont Financial Advisors, LLC
DECREASED6,8366,992-156-2%$317.0K$269.6K-$47.4K2026-10-22
Quadcap Wealth Management, LLC
DECREASED6,8287,178-350-5%$325.5K$269.3K-$56.2K2026-11-02
Magnolia Capital Management LTD
DECREASED6,7907,440-650-9%$337$268-$692026-10-09
Split Creek LLC DBA Split Creek Capital LLC
INCREASED6,7906,537+253+4%$296.4K$267.8K-$28.6K2026-11-02
Kingdom Financial Group Llc.
DECREASED6,7897,179-390-5%$325.5K$267.8K-$57.7K2026-11-04
First United Bank & Trust
DECREASED6,7787,152-374-5%$324.3K$267.3K-$56.9K2026-10-22
APS Management Group, Inc.
DECREASED6,7719,235-2,464-27%$418.7K$267.0K-$151.7K2026-10-14
Union Bancaire Privee, UBP SA
DECREASED6,76048,218-41,458-86%$2.1M$267.2K-$1.8M2026-11-04
Wedmont Private Capital
DECREASED6,7599,635-2,876-30%$437.5K$277.6K-$159.9K2026-10-09
Cyndeo Wealth Partners, LLC
INCREASED6,7195,454+1,265+23%$247.3K$265.0K+$17.7K2026-10-16
SouthState Bank Corp
INCREASED6,6723,596+3,076+86%$163.0K$263.1K+$100.1K2026-11-09
Clear Retirement Advice LLC
UNCHANGED6,6526,65200%$301.6K$262.4K-$39.2K2026-10-22
Gamma Investing LLC
INCREASED6,6416,462+179+3%$293.0K$261.9K-$31.1K2026-10-08
St. Johns Investment Management Company, LLC
INCREASED6,6065,678+928+16%$257.4K$260.5K+$3.1K2026-10-30
Godsey & Gibb, Inc
UNCHANGED6,6056,60500%$299.5K$260.5K-$39.0K2026-10-14
Carson Advisory Inc.
DECREASED6,6006,678-78-1%$302.8K$260.3K-$42.5K2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW6,511—+6,511——$258.4K—2026-10-15
CenterStar Asset Management, LLC
NEW6,500—+6,500——$257.2K—2026-10-09
Toews Corp
UNCHANGED6,5006,50000%$294.7K$256.4K-$38.4K2026-11-09
MMA Asset Management LLC
DECREASED6,4937,824-1,331-17%$354.7K$256.1K-$98.7K2026-11-02
First Citizens Financial Corp
INCREASED6,4765,908+568+10%$267.9K$255.4K-$12.5K2026-10-02
Schneider Downs Wealth Management Advisors, LP
UNCHANGED6,4706,47000%$293.4K$255.2K-$38.2K2026-10-27
Mission Wealth Management, LP
DECREASED6,4056,561-156-2%$297.5K$252.6K-$44.9K2026-10-15
Capstone Capital Management Ltd
NEW6,400—+6,400——$252.4K—2026-10-21
Garde Capital, Inc.
INCREASED6,3896,074+315+5%$275.4K$252.0K-$23.4K2026-10-29
Black Diamond Financial, LLC
DECREASED6,3666,873-507-7%$311.6K$251.1K-$60.5K2026-10-26
Independence Bank of Kentucky
INCREASED6,3475,672+675+12%$257.2K$250.3K-$6.8K2026-10-26
VestGen Advisors, LLC
DECREASED6,3348,941-2,607-29%$405.4K$249.8K-$155.6K2026-10-27
Hopwood Financial Services, Inc.
INCREASED6,3116,309+2+0%$286.0K$248.9K-$37.1K2026-10-29
Lauer Wealth, LLC
UNCHANGED6,2866,28600%$287.2K$258.2K-$29.0K2026-10-13
Fortis Capital Advisors, LLC
NEW6,278—+6,278——$247.6K—2026-11-09
Symphony Financial, Ltd. Co.
INCREASED6,2776,221+56+1%$286.3K$248.6K-$37.7K2026-10-22
Torrey Growth & Income Advisors
NEW6,275—+6,275——$248.9K—2026-11-04
Pacifica Partners Inc.
UNCHANGED6,2626,26200%$286.5K$248.5K-$38.1K2026-10-09
Connecticut Capital Management Group, LLC
UNCHANGED6,2606,26000%$283.8K$246.9K-$36.9K2026-10-29
Nuveen, LLC
DECREASED6,2106,493-283-4%$294.4K$271.1K-$23.2K2026-11-10
Cardiff Park Advisors, LLC
INCREASED6,1656,120+45+1%$277.5K$243.2K-$34.3K2026-11-09
Roman Butler Fullerton & Co
INCREASED6,1605,566+594+11%$254.5K$254.8K+$3262026-10-27
GreatBanc Trust Co
DECREASED6,0906,220-130-2%$282.0K$240.2K-$41.8K2026-11-04
Demars Financial Group, LLC
DECREASED6,0517,081-1,030-15%$321.1K$238.7K-$82.4K2026-10-22
SkyOak Wealth, LLC
UNCHANGED6,0446,04400%$274.0K$238.4K-$35.7K2026-10-28
Quartz Partners, LLC
DECREASED6,0336,083-50-1%$275.8K$237.9K-$37.9K2026-11-03
Flagship Wealth Advisors, LLC
INCREASED6,0205,070+950+19%$229.9K$237.4K+$7.6K2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED6,0006,00000%$272.0K$236.6K-$35.4K2026-10-13
Nabity-Jensen Investment Management Inc
UNCHANGED6,0006,00000%$272.0K$236.6K-$35.4K2026-10-23
Nilsine Partners, LLC
UNCHANGED5,9945,99400%$271.8K$236.4K-$35.4K2026-11-02
Braun Stacey Associates Inc
DECREASED5,9826,042-60-1%$273.9K$235.9K-$38.0K2026-10-19
Kraft, Davis & Associates, LLC
UNCHANGED5,9685,96800%$270.9K$246.7K-$24.2K2026-10-21
Advisor Resource Council
DECREASED5,93830,926-24,988-81%$1.4M$237.3K-$1.2M2026-11-05
Bill Few Associates, Inc.
INCREASED5,9385,193+745+14%$235.5K$234.2K-$1.3K2026-10-09
Connecticut Wealth Management, LLC
DECREASED5,9248,598-2,674-31%$389.8K$233.6K-$156.2K2026-10-13
Ergawealth Advisors, Inc.
INCREASED5,9145,900+14+0%$267.5K$233.3K-$34.2K2026-10-21
Kagan Cocozza Asset Management
DECREASED5,8935,894-10%$267.2K$232.4K-$34.8K2026-10-19
Capital Square, LLC
DECREASED5,8905,936-46-1%$269.6K$232.3K-$37.2K2026-10-19
Quadrant Private Wealth Management, LLC
DECREASED5,8787,552-1,674-22%$342.4K$231.8K-$110.6K2026-11-04
Lpwm LLC
NEW5,867—+5,867——$231.4K—2026-10-20
Winthrop Advisory Group LLC
NEW5,841—+5,841——$230.4K—2026-10-22
Community Bank & Trust, Waco, Texas
NEW5,800—+5,800——$229—2026-10-19
Occidental Asset Management, LLC
DECREASED5,7196,831-1,112-16%$309.7K$225.6K-$84.2K2026-11-05
ASL Financial, LLC
DECREASED5,6887,288-1,600-22%$330.4K$224.3K-$106.1K2026-10-15
Straight Path Wealth Management
INCREASED5,6865,234+452+9%$237.3K$224.3K-$13.1K2026-10-23
GFS Advisors, LLC
INCREASED5,6402,640+3,000+114%$512.4K$222.0K-$290.4K2026-11-03
Kercheville Advisors, LLC
DECREASED5,6009,600-4,000-42%$435.3K$220.9K-$214.4K2026-10-19
Aspiriant, LLC
UNCHANGED5,5945,59400%$253.6K$220.6K-$33.0K2026-10-16
Ferguson Wellman Capital Management, Inc
UNCHANGED5,5765,57600%$252.8K$219.9K-$32.9K2026-10-05
Post Resch Tallon Group Inc.
INCREASED5,5505,400+150+3%$244.8K$218.9K-$25.9K2026-10-09
Endeavor Private Wealth, Inc.
DECREASED5,5496,716-1,167-17%$304.5K$218.9K-$85.6K2026-11-05
Whitener Capital Management, Inc.
INCREASED5,5215,224+297+6%$236.9K$217.7K-$19.1K2026-10-15
Financial Partners Group, Inc
INCREASED5,5185,515+3+0%$250.0K$217.6K-$32.4K2026-10-19
Caldwell Trust Co
UNCHANGED5,5005,50000%$249.4K$216.9K-$32.5K2026-10-30
VCI Wealth Management LLC
INCREASED5,4985,456+42+1%$247.4K$216.8K-$30.5K2026-10-29
Aries Wealth Management
UNCHANGED5,4985,49800%$249.3K$216.8K-$32.4K2026-10-23
Pictet North America Advisors SA
UNCHANGED5,4925,49200%$249.0K$216.6K-$32.4K2026-10-21
Gateway Investment Advisers LLC
NEW5,463—+5,463——$215.5K—2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED5,3605,261+99+2%$238.5K$211.4K-$27.1K2026-10-29
Fortitude Family Office, LLC
UNCHANGED5,3595,35900%$243.0K$211.4K-$31.6K2026-10-14
Florida Trust Wealth Management Co
NEW5,323—+5,323——$209.9K—2026-11-05
First Citizens Bank & Trust Co
UNCHANGED5,3195,31900%$241.2K$209.8K-$31.4K2026-10-14
Contravisory Investment Management, Inc.
DECREASED5,2938,319-3,026-36%$377.2K$208.8K-$168.4K2026-10-13
First Heartland Consultants, Inc.
DECREASED5,2555,729-474-8%$259.7K$207.3K-$52.5K2026-10-08
Ridgecrest Wealth Partners, LLC
DECREASED5,2005,230-30-1%$237.1K$205.1K-$32.0K2026-10-19
Cornerstone Advisory, LLC
DECREASED5,1748,464-3,290-39%$383.8K$204.1K-$179.7K2026-11-06
Interchange Capital Partners, LLC
DECREASED5,1235,309-186-3%$240.7K$202.1K-$38.7K2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED5,1014,798+303+6%$217.5K$201.2K-$16.4K2026-11-03
Basso Capital Management, L.P.
DECREASED5,10026,314-21,214-81%$1.2M$201.1K-$991.9K2026-10-30
Activest Wealth Management
INCREASED4,9973,968+1,029+26%$179.9K$197.1K+$17.2K2026-10-15
DT Investment Partners, LLC
UNCHANGED4,9924,99200%$226.3K$196.9K-$29.5K2026-10-27
Blue Trust, Inc.
INCREASED4,9353,777+1,158+31%$171.3K$194.6K+$23.4K2026-10-15
Guidance Capital, Inc
DECREASED4,9145,284-370-7%$240.3K$214.6K-$25.6K2026-11-03
Strategic Advocates LLC
INCREASED4,8564,817+39+1%$218.4K$191.5K-$26.9K2026-11-03
Advanced Asset Management Advisors Inc
INCREASED4,8364,792+44+1%$217.3K$190.7K-$26.5K2026-10-20
Sankala Group LLC
UNCHANGED4,8004,80000%$211.4K$189.7K-$21.7K2026-11-09
Salomon & Ludwin, LLC
INCREASED4,7154,680+35+1%$209.5K$186.0K-$23.6K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED4,6154,614+1+0%$209.2K$182.0K-$27.2K2026-11-05
Key FInancial Inc
UNCHANGED4,4744,47400%$202.9K$176.5K-$26.4K2026-11-02
Balance Wealth Partners LLC
UNCHANGED4,4184,41800%$200.3K$174.2K-$26.1K2026-10-27
Rossby Financial, LCC
INCREASED4,275542+3,733+689%$24.6K$168.6K+$144.0K2026-11-05
Register Financial Advisors LLC
DECREASED4,2394,664-425-9%$211.5K$167.2K-$44.3K2026-10-23
Citizens National Bank Trust Department
UNCHANGED4,2004,20000%$190.4K$165.6K-$24.8K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED4,1983,993+205+5%$181.0K$165.6K-$15.5K2026-11-04
Latitude Advisors, LLC
NEW4,070—+4,070——$160.5K—2026-10-27
American National Bank & Trust
INCREASED4,0502,648+1,402+53%$120.1K$159.7K+$39.7K2026-10-07
Moisand Fitzgerald Tamayo, LLC
INCREASED3,8902,894+996+34%$131.2K$153.4K+$22.2K2026-10-15
Ascentis Wealth Management, LLC
UNCHANGED3,8863,88600%$176.2K$153.3K-$22.9K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED3,8103,769+41+1%$170.9K$150.3K-$20.6K2026-10-27
Angeles Wealth Management, LLC
INCREASED3,7753,200+575+18%$145.1K$148.9K+$3.8K2026-10-26
Highland Investment Advisors LLC
INCREASED3,6013,588+13+0%$162.7K$142.0K-$20.6K2026-11-09
Bank of New Hampshire
DECREASED3,4363,802-366-10%$172.4K$135.5K-$36.9K2026-10-06
Pacific Center for Financial Services
INCREASED3,2943,292+2+0%$149.3K$129.9K-$19.3K2026-10-15
DecisionPoint Financial, LLC
INCREASED3,24436+3,208+8911%$1.6K$128.7K+$127.1K2026-10-27
Pinnacle Bancorp, Inc.
DECREASED3,2153,566-351-10%$161.7K$126.8K-$34.9K2026-10-21
Spirit of America Management Corp
DECREASED3,193142,951-139,758-98%$3.2K$132.9K+$129.7K2026-10-14
High Note Wealth, LLC
UNCHANGED3,1663,16600%$143.5K$124.9K-$18.7K2026-10-27
Bokf, NA
DECREASED2,9923,172-180-6%$143.8K$118.0K-$25.8K2026-10-27
Sherman Asset Management, Inc.
DECREASED2,9733,040-67-2%$137.8K$117.3K-$20.6K2026-11-05
Turtle Creek Wealth Advisors, LLC
DECREASED2,9103,584-674-19%$162.8K$114.8K-$48.1K2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED2,8552,85500%$129.4K$112.6K-$16.8K2026-10-13
Nfsg Corp
INCREASED2,7921,683+1,109+66%$76.3K$110.1K+$33.8K2026-10-15
Abound Wealth Management
INCREASED2,7852,665+120+5%$120.8K$109.8K-$11.0K2026-10-26
Edgemoor Investment Advisors, Inc.
NEW2,736—+2,736——$107.9K—2026-11-03
Founders Financial Alliance, LLC
DECREASED2,6957,530-4,835-64%$341.4K$106.3K-$235.1K2026-11-10
EPG Wealth Management LLC
INCREASED2,5942,552+42+2%$115.7K$102.3K-$13.4K2026-11-03
Golden State Wealth Management, LLC
DECREASED2,5672,897-330-11%$131.4K$101.3K-$30.1K2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED2,4922,550-58-2%$115.6K$98.3K-$17.3K2026-10-29
Chilton Capital Management LLC
UNCHANGED2,4862,48600%$112.7K$98.0K-$14.7K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED2,4422,876-434-15%$130.4K$96.3K-$34.1K2026-10-23
Clean Yield Group
UNCHANGED2,4002,40000%$108.8K$94.7K-$14.2K2026-10-28
Old Second National Bank of Aurora
DECREASED2,2562,406-150-6%$109.1K$89.0K-$20.1K2026-10-22
Northstar Asset Management Co
UNCHANGED2,2402,24000%$103.7K$94.1K-$9.6K2026-10-22
Ares Financial Consulting, LLC
INCREASED2,2302,213+17+1%$100.4K$88.0K-$12.4K2026-10-19
Townsend Asset Management Corp
INCREASED2,2162,214+2+0%$100.4K$87.4K-$13.0K2026-10-29
Hurley Capital, LLC
INCREASED2,2041,160+1,044+90%$52.6K$86.9K+$34.4K2026-11-05
Signaturefd, LLC
INCREASED2,1871,600+587+37%$72.5K$86.3K+$13.7K2026-10-23
Evermay Wealth Management LLC
UNCHANGED2,1402,14000%$97.0K$84.4K-$12.6K2026-11-05
Indiana Trust & Investment Management Co
NEW2,115—+2,115——$83.4K—2026-10-22
City State Bank
INCREASED2,0702,060+10+0%$93.4K$81.6K-$11.8K2026-10-20
Covestor Ltd
UNCHANGED2,0692,06900%$94.0K$81-$93.9K2026-10-30
Stone House Investment Management, LLC
UNCHANGED2,0402,04000%$92.5K$80.4K-$12.0K2026-10-23
Y.D. More Investments Ltd
DECREASED2,0362,616-580-22%$118.3K$80.2K-$38.1K2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED1,9311,93100%$87.5K$76.2K-$11.4K2026-10-20
Morse Asset Management, Inc
DECREASED1,9002,000-100-5%$90.7K$74.9K-$15.7K2026-11-09
Security National Bank
UNCHANGED1,8881,88800%$85.6K$74.5K-$11.1K2026-10-26
Armor Investment Advisors, LLC
UNCHANGED1,8701,87000%$84.8K$73.8K-$11.0K2026-10-27
Trust Co of Vermont
INCREASED1,8491,847+2+0%$83.7K$72.9K-$10.8K2026-10-21
Country Trust Bank
DECREASED1,8182,010-192-10%$91.1K$71.7K-$19.4K2026-10-30
Harbor Asset Planning, Inc.
INCREASED1,7401,727+13+1%$78.3K$68.6K-$9.7K2026-10-23
Grove Bank & Trust
UNCHANGED1,6001,60000%$72.5K$63.1K-$9.4K2026-10-08
Signature Equity Partners, LLC
INCREASED1,5541,417+137+10%$64.2K$61.3K-$3.0K2026-10-29
United Community Bank
UNCHANGED1,5501,55000%$70.3K$61.1K-$9.1K2026-10-28
Coastline Trust Co
DECREASED1,5182,608-1,090-42%$118.2K$59.9K-$58.4K2026-10-01
Brown, Lisle Ings, Inc.
INCREASED1,4991,414+85+6%$64.1K$59.1K-$5.0K2026-10-16
Biltmore Family Office, LLC
UNCHANGED1,4801,48000%$67.1K$58.4K-$8.7K2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED1,2441,248-40%$56.6K$49.1K-$7.5K2026-11-02
Byrne Asset Management LLC
DECREASED1,2141,224-10-1%$55.5K$48.2K-$7.3K2026-10-06
Lowe Brockenbrough & Co Inc
UNCHANGED1,2001,20000%$54.4K$47.3K-$7.1K2026-11-09
Transce3nd, LLC
DECREASED1,1781,334-156-12%$60.6K$49.5K-$11.1K2026-10-26
Cape Investment Advisory, Inc.
INCREASED1,1711,167+4+0%$52.9K$46.2K-$6.7K2026-10-13
Winch Advisory Services, LLC
INCREASED1,1401,131+9+1%$51.3K$44.9K-$6.3K2026-11-06
Nemes Rush Group LLC
INCREASED1,1161,111+5+0%$50.4K$44.0K-$6.3K2026-11-04
Mountain Hill Investment Partners Corp.
INCREASED1,102179+923+516%$8.1K$43.5K+$35.4K2026-10-23
Towne Trust Company, N.a
UNCHANGED1,1001,10000%$49.9K$43.4K-$6.5K2026-10-28
Adirondack Trust Co
DECREASED1,0761,159-83-7%$52.5K$42.4K-$10.1K2026-10-14
Next Level Wealth Planning, LLC
NEW1,061—+1,061——$41.8K—2026-10-29
Tsfg, LLC
UNCHANGED1,0471,04700%$47.0K$41-$47.0K2026-10-23
Zions Bancorporation, National Association
DECREASED1,0402,040-1,000-49%$92.5K$41.0K-$51.5K2026-11-06
Hilton Head Capital Partners, LLC
INCREASED1,0351,034+1+0%$46.9K$40.8K-$6.1K2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED1,0101,01000%$45.8K$39.8K-$6.0K2026-10-27
PlanVest Financial, Inc
UNCHANGED97997900%$44.4K$38.6K-$5.8K2026-11-09
Jnba Financial Advisors
INCREASED957464+493+106%$21.0K$37.7K+$16.7K2026-11-03
Russell Investments Group, Ltd.
INCREASED834613+221+36%$27.8K$32.9K+$5.1K2026-11-06
Barnes Dennig Private Wealth Management LLC
INCREASED823726+97+13%$32.9K$32.5K-$4582026-10-30
North Point Portfolio Managers Corp
NEW820—+820——$32.3K—2026-10-07
N.E.W. Advisory Services LLC
DECREASED8121,312-500-38%$59.5K$32.0K-$27.5K2026-11-09
Nova Financial LLC
NEW810—+810——$31.9K—2026-11-04
Eastern Bank
UNCHANGED80080000%$36.3K$31.6K-$4.7K2026-10-05
United Financial Planning Group LLC
UNCHANGED79079000%$35.8K$31.2K-$4.7K2026-11-04
Buck Wealth Strategies, LLC
DECREASED7825,226-4,444-85%$236.9K$30.8K-$206.1K2026-10-28
Rice Partnership, LLC
UNCHANGED77077000%$34.9K$30.4K-$4.5K2026-11-09
Compass Wealth Management LLC
NEW768—+768——$30.3K—2026-10-22
Duncker Streett & Co Inc
UNCHANGED76876800%$34.8K$30.3K-$4.5K2026-10-27
Bell Investment Advisors, Inc
UNCHANGED73273200%$33.2K$28.9K-$4.3K2026-10-29
Acima Private Wealth, LLC
UNCHANGED72872800%$33.0K$28.7K-$4.3K2026-10-05
Main Street Group, LTD
UNCHANGED69869800%$31.6K$27.5K-$4.1K2026-10-28
Clayton Financial Group LLC
NEW696—+696——$27.5K—2026-10-13
Valley Wealth Managers, Inc.
INCREASED696452+244+54%$20.5K$27.5K+$7.0K2026-10-09
Quent Capital, LLC
DECREASED696702-6-1%$31.8K$30.0K-$1.8K2026-11-09
Atlantic Edge Private Wealth Management, LLC
DECREASED690790-100-13%$35.8K$27.2K-$8.6K2026-10-20
Albion Financial Group
UNCHANGED67667600%$30.7K$26.7K-$4.0K2026-10-21
Livelsberger Financial Advisory
NEW659—+659——$26.0K—2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED64064000%$29.0K$25.2K-$3.8K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED62462400%$28.3K$24.6K-$3.7K2026-10-26
American Capital Advisory, LLC
UNCHANGED62262200%$28.2K$24.5K-$3.7K2026-10-28
Paladin Advisory Group, LLC
UNCHANGED61661600%$27.9K$24.3K-$3.6K2026-11-09
Davis Capital Management
UNCHANGED60260200%$27.3K$23.7K-$3.6K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED60060000%$27.4K$24.8K-$2.6K2026-10-23
Vima LLC
UNCHANGED58058000%$26.3K$22.9K-$3.4K2026-10-23
Pioneer Family Office, LLC
INCREASED562218+344+158%$9.9K$22.2K+$12.3K2026-10-30
Capital Investment Counsel, Inc
UNCHANGED55255200%$25.0K$21.8K-$3.3K2026-10-20
Concord Wealth Partners
NEW543—+543——$21.4K—2026-11-02
UMB Private Wealth Management, LLC
NEW530—+530——$20.9K—2026-10-19
StrongBox Wealth, LLC
UNCHANGED53053000%$24.0K$20.9K-$3.1K2026-11-02
Clark Wealth Partners
UNCHANGED51051000%$23.1K$20.1K-$3.0K2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED50050000%$22.7K$19.7K-$3.0K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED494444+50+11%$20.1K$19.5K-$6482026-10-30
Markowski Investments
INCREASED484483+1+0%$21.9K$19.1K-$2.8K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4553,675-3,220-88%$166.6K$17.9K-$148.7K2026-10-14
Financial Consulate, Inc
INCREASED452449+3+1%$20.4K$17.8K-$2.5K2026-10-23
Costello Asset Management, Inc
INCREASED416413+3+1%$18.7K$16.4K-$2.3K2026-10-30
Reyes Financial Architecture, Inc.
DECREASED405516-111-22%$23.4K$16.0K-$7.4K2026-10-22
Smithfield Trust Co
DECREASED400600-200-33%$27.0K$16-$27.0K2026-11-09
MTM Investment Management, LLC
UNCHANGED40040000%$18.1K$15.8K-$2.4K2026-10-30
Point Nemo Capital, LLC
UNCHANGED39839800%$18.0K$15.7K-$2.3K2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED38138100%$17.3K$15.0K-$2.3K2026-11-03
Birch Financial Group, LLC
NEW374—+374——$14.7K—2026-10-27
Parkside Financial Bank & Trust
UNCHANGED37037000%$16.8K$14.6K-$2.2K2026-10-27
Strengthening Families & Communities, LLC
INCREASED363360+3+1%$16.3K$14.3K-$2.0K2026-10-21
Vision Financial Markets LLC
INCREASED348347+1+0%$15.5K$13.8K-$1.7K2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED34634600%$15.7K$13.6K-$2.0K2026-10-22
Glass Jacobson Investment Advisors llc
UNCHANGED33833800%$15.3K$13.3K-$2.0K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED32632600%$14.8K$12.9K-$1.9K2026-10-05
Hantz Financial Services, Inc.
DECREASED318568-250-44%$26.0K$13-$26.0K2026-11-09
Archer Investment Corp
DECREASED312358-46-13%$16.2K$12.3K-$3.9K2026-11-05
Mather Group, Llc.
NEW303—+303——$12.0K—2026-10-14
Chapman Financial Group, LLC
UNCHANGED30030000%$13.6K$11.8K-$1.8K2026-10-26
Hanson & Doremus Investment Management
UNCHANGED30030000%$14$12-$22026-10-16
POM Investment Strategies, LLC
INCREASED299270+29+11%$12.2K$11.8K-$4452026-10-20
Luminist Capital LLC
DECREASED298634-336-53%$28.7K$11.8K-$17.0K2026-11-10
1620 Investment Advisors, Inc.
UNCHANGED28028000%$12.7K$11.0K-$1.7K2026-11-04
Southern Michigan Bank & Trust
UNCHANGED26026000%$11.8K$10.3K-$1.5K2026-10-19
Avion Wealth
UNCHANGED25225200%$11$9-$22026-11-04
Walsh & Associates, LLC
UNCHANGED25225200%$11.4K$9.9K-$1.5K2026-11-09
Burk Holdings LLC
UNCHANGED25025000%$11.3K$9.9K-$1.5K2026-11-05
Hoey Investments, Inc
UNCHANGED25025000%$11.3K$9.9K-$1.5K2026-10-29
SYM Financial Corp
DECREASED248263-15-6%$11.9K$9.8K-$2.1K2026-10-26
BankChampaign, National Association
NEW246—+246——$16.3K—2026-10-19
Tompkins Financial Corp
UNCHANGED24624600%$11.2K$9.7K-$1.5K2026-10-05
Trust Co of Toledo NA
UNCHANGED22822800%$10.3K$9.0K-$1.3K2026-10-16
Roxbury Financial LLC
INCREASED227226+1+0%$10.2K$9.0K-$1.3K2026-10-01
Great Lakes Advisors, LLC
NEW226—+226——$8.9K—2026-11-06
Versant Capital Management, Inc
UNCHANGED22222200%$10.1K$8.8K-$1.3K2026-10-02
Cdkv Holdings LLC
UNCHANGED21021000%$9.5K$8.3K-$1.2K2026-10-28
Madden Securities Corp
NEW200—+200——$7.9K—2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED200582-382-66%$26.4K$7.9K-$18.5K2026-10-05
Meramec Financial Planners, LLC
DECREASED200217-17-8%$9.9K$8.6K-$1.3K2026-11-09
Hilltop National Bank
UNCHANGED20020000%$9.1K$7.9K-$1.2K2026-10-14
Motco
UNCHANGED20020000%$9.1K$7.9K-$1.2K2026-11-09
Birchwood Financial Partners, Inc.
NEW188—+188——$7.4K—2026-11-02
Evolution Wealth Management Inc.
DECREASED176670-494-74%$30.4K$6.9K-$23.4K2026-10-28
Caldwell Sutter Capital, Inc.
INCREASED17085+85+100%$3.9K$6.7K+$2.9K2026-11-09
Eukles Asset Management
UNCHANGED16816800%$7.6K$6.6K-$9912026-11-04
Valley National Advisers Inc
NEW154—+154——$6.1K—2026-10-23
Financial Perspectives, Inc
UNCHANGED14214200%$6.4K$5.6K-$8382026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED13813800%$6.3K$5.4K-$8142026-10-15
PFS Partners, LLC
INCREASED136135+1+1%$6.1K$5.3K-$7552026-10-21
Tidemark, LLC
UNCHANGED13613600%$6.2K$5.4K-$8022026-11-09
Chung Wu Investment Group, LLC
UNCHANGED13013000%$5.9K$5.1K-$7672026-11-03
Plante Moran Financial Advisors, LLC
DECREASED118288-170-59%$13.1K$4.7K-$8.4K2026-11-04
Rachor Investment Advisory Services, LLC
NEW114—+114——$4.5K—2026-10-29
IMG Wealth Management, Inc.
INCREASED102101+1+1%$4.6K$4.0K-$5672026-10-27
Washington Trust Advisors, Inc.
UNCHANGED10010000%$4.5K$3.9K-$5902026-10-22
Barrett & Company, Inc.
DECREASED98100-2-2%$4.5K$3.9K-$6692026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED989800%$4.4K$3.9K-$5782026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED939300%$4.2K$3.7K-$5492026-10-23
Asset Dedication, LLC
UNCHANGED848400%$3.8K$3.3K-$4962026-11-03
Olistico Wealth, LLC
UNCHANGED808000%$3.6K$3.2K-$4722026-10-05
First Command Advisory Services, Inc.
INCREASED7850+28+56%$2.3K$3.1K+$8092026-11-05
CNB Bank
UNCHANGED767600%$3.4K$3.0K-$4492026-11-09
Darwin Wealth Management, LLC
UNCHANGED656500%$3.0K$2.6K-$3852026-11-09
Elevated Capital Advisors, LLC
UNCHANGED626200%$2.8K$2.4K-$3662026-11-04
Wolff Wiese Magana LLC
DECREASED61343-282-82%$15.6K$2.4K-$13.1K2026-10-15
Rydar Equities, Inc.
NEW58—+58——$2.4K—2026-10-13
Mosley Wealth Management
UNCHANGED585800%$2.6K$2.4K-$2142026-10-16
Financial Freedom, LLC
NEW56—+56——$2.2K—2026-11-06
Mondrian Investment Partners LTD
NEW53—+53——$2.2K—2026-10-23
Signature Resources Capital Management, LLC
DECREASED46121-75-62%$5.5K$1.8K-$3.7K2026-10-16
Investment Research & Advisory Group, Inc.
NEW40—+40——$27.8K—2026-10-19
Rakuten Securities, Inc.
DECREASED38777-739-95%$35.2K$1.5K-$33.7K2026-11-02
Cypress Capital Management LLC (WY)
UNCHANGED383800%$1.7K$1.5K-$2242026-11-09
Godfrey Financial Associates, Inc.
NEW34—+34——$1.3K—2026-11-10
Mechanics Financial Corp
UNCHANGED282800%$1.3K$1.1K-$1662026-11-05
Roble, Belko & Company, Inc
UNCHANGED242400%$1$1$02026-11-09
Breakwater Investment Management
UNCHANGED161600%$726$632-$942026-10-20
Sterling Capital Management LLC
DECREASED53,092-3,087-100%$140.2K$197-$140.0K2026-10-22
Centerpoint Advisors, LLC
UNCHANGED2200%$0$0$02026-11-05
Canton Hathaway, LLC
DECREASED181,077-81,076-100%$3.7M$16-$3.7M2026-10-23
New Harbor Financial Group, LLC
CLOSED0597,390-597,390-100%$27.1M$0-$27.1M2026-10-22
BNC Wealth Management, LLC
CLOSED0237,973-237,973-100%$10.8M$0-$10.8M2026-10-19
Thor Trading Advisors, LLC
CLOSED0178,831-178,831-100%$8.1M$0-$8.1M2026-11-05
Algorithmic Investment Models, LLC
CLOSED0116,897-116,897-100%$5.3M$0-$5.3M2026-11-04
Rockport Wealth LLC
CLOSED0115,509-115,509-100%$5.2M$0-$5.2M2026-11-03
Innealta Capital, LLC
CLOSED0106,372-106,372-100%$4.8M$0-$4.8M2026-11-02
Cornerstone Wealth Group, LLC
CLOSED065,340-65,340-100%$3.0M$0-$3.0M2026-11-02
Jefferies Financial Group Inc.
CLOSED054,049-54,049-100%$2.5M$0-$2.5M2026-11-05
Clarus Wealth Advisors
CLOSED051,206-51,206-100%$2.3M$0-$2.3M2026-10-13
Investment Management Trust, LLC
CLOSED050,399-50,399-100%$2.3M$0-$2.3M2026-11-05
Bellwether Advisors, LLC
CLOSED048,538-48,538-100%$2.2M$0-$2.2M2026-11-09
Savior LLC
CLOSED047,711-47,711-100%$2.2M$0-$2.2M2026-10-13
Retireful, LLC
CLOSED045,467-45,467-100%$2.1M$0-$2.1M2026-10-09
MinichMacGregor Wealth Management, LLC
CLOSED045,158-45,158-100%$2.0M$0-$2.0M2026-10-14
Prentice Wealth Management LLC
CLOSED041,018-41,018-100%$1.9M$0-$1.9M2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED036,428-36,428-100%$1.7M$0-$1.7M2026-10-16
Ticino Wealth
CLOSED031,954-31,954-100%$1.4M$0-$1.4M2026-10-13
Financial & Tax Architects, LLC
CLOSED031,753-31,753-100%$1.4M$0-$1.4M2026-10-15
Cabana LLC
CLOSED031,560-31,560-100%$1.4M$0-$1.4M2026-11-04
Canal Capital Management, LLC
CLOSED025,128-25,128-100%$1.1M$0-$1.1M2026-11-10
LEE Johnson Capital Management, LLC
CLOSED023,717-23,717-100%$1.1M$0-$1.1M2026-11-09
Bright Futures Wealth Management, Llc.
CLOSED023,058-23,058-100%$1.0M$0-$1.0M2026-10-23
ATX Financial Planning, LLC
CLOSED021,234-21,234-100%$962.7K$0-$962.7K2026-10-14
Sanchez Gaunt Capital Management, LLC
CLOSED020,723-20,723-100%$939.6K$0-$939.6K2026-11-03
Summit Securities Group LLC
CLOSED019,223-19,223-100%$871.6K$0-$871.6K2026-11-05
Avestar Capital, LLC
CLOSED017,599-17,599-100%$797.9K$0-$797.9K2026-10-28
Westover Capital Advisors, LLC
CLOSED017,500-17,500-100%$793.5K$0-$793.5K2026-10-26
Personal CFO Solutions, LLC
CLOSED017,151-17,151-100%$777.6K$0-$777.6K2026-11-06
Mount Lucas Management LP
CLOSED016,257-16,257-100%$737.1K$0-$737.1K2026-11-09
Wakefield Asset Management Lllp
CLOSED015,797-15,797-100%$716.2K$0-$716.2K2026-11-05
Rinkey Investments
CLOSED014,975-14,975-100%$679.0K$0-$679.0K2026-10-28
TFO Wealth Partners, LLC
CLOSED013,616-13,616-100%$617.3K$0-$617.3K2026-11-09
Iams Wealth Management, LLC
CLOSED013,590-13,590-100%$616.2K$0-$616.2K2026-10-15
Ibex Wealth Advisors
CLOSED013,323-13,323-100%$604.0K$0-$604.0K2026-11-06
Fulcrum Equity Management
CLOSED013,198-13,198-100%$598.4K$0-$598.4K2026-10-21
Vanguard Capital Wealth Advisors
CLOSED012,300-12,300-100%$557.7K$0-$557.7K2026-10-16
Kessler Investment Group, LLC
CLOSED011,613-11,613-100%$526.5K$0-$526.5K2026-10-08
Axim Planning & Wealth
CLOSED011,481-11,481-100%$520.5K$0-$520.5K2026-10-28
Drive Wealth Management, LLC
CLOSED010,008-10,008-100%$453.8K$0-$453.8K2026-11-09
Shah Wealth Advisors, LLC
CLOSED07,803-7,803-100%$353.8K$0-$353.8K2026-11-06
SMI Advisory Services, LLC
CLOSED07,680-7,680-100%$347.9K$0-$347.9K2026-10-13
Howard Financial Services, Ltd.
CLOSED07,346-7,346-100%$333.1K$0-$333.1K2026-10-15
Banque Pictet & CIE SA
CLOSED07,000-7,000-100%$317.4K$0-$317.4K2026-10-16
Goldstein Advisors, LLC
CLOSED06,522-6,522-100%$295.7K$0-$295.7K2026-10-15
Catalyst Investment Management LLC
CLOSED06,443-6,443-100%$292.1K$0-$292.1K2026-10-21
TBH Global Asset Management, LLC
CLOSED06,241-6,241-100%$283.0K$0-$283.0K2026-11-03
Independent Wealth Advisors LLC
CLOSED06,125-6,125-100%$277.7K$0-$277.7K2026-10-27
Darden Wealth Group Inc
CLOSED06,100-6,100-100%$276.6K$0-$276.6K2026-11-06
Gradient Capital Advisors, LLC
CLOSED06,096-6,096-100%$276.4K$0-$276.4K2026-10-21
Keystone Wealth Services, LLC
CLOSED06,084-6,084-100%$275.8K$0-$275.8K2026-11-03
Segment Wealth Management, LLC
CLOSED05,903-5,903-100%$267.6K$0-$267.6K2026-10-26
Kaizen Financial Strategies
CLOSED05,760-5,760-100%$257.9K$0-$257.9K2026-10-09
Redwood Financial Network Corp
CLOSED05,717-5,717-100%$259.2K$0-$259.2K2026-11-03
Legacy Capital Group California, Inc.
CLOSED05,372-5,372-100%$243.6K$0-$243.6K2026-11-09
Stack Financial Management, Inc
CLOSED05,311-5,311-100%$240.8K$0-$240.8K2026-11-02
1834 Investment Advisors Co
CLOSED05,286-5,286-100%$239.7K$0-$239.7K2026-10-16
WealthPlan Investment Management, LLC
CLOSED05,219-5,219-100%$236.6K$0-$236.6K2026-10-15
Cascade Investment Group, Inc.
CLOSED05,107-5,107-100%$231.6K$0-$231.6K2026-10-13
New England Private Wealth Advisors LLC
CLOSED05,056-5,056-100%$234.0K$0-$234.0K2026-10-19
Ifrah Financial Services, Inc.
CLOSED05,048-5,048-100%$228.9K$0-$228.9K2026-10-13
Verity & Verity, LLC
CLOSED05,045-5,045-100%$228.7K$0-$228.7K2026-10-23
Eagle Strategies LLC
CLOSED04,985-4,985-100%$226.0K$0-$226.0K2026-10-16
Relyea Zuckerberg Hanson LLC
CLOSED04,979-4,979-100%$225.8K$0-$225.8K2026-10-20
Principle Wealth Partners LLC
CLOSED04,952-4,952-100%$224.5K$0-$224.5K2026-11-02
Wealth Dimensions Group, Ltd.
CLOSED04,942-4,942-100%$224.1K$0-$224.1K2026-11-02
Bank Hapoalim BM
CLOSED04,924-4,924-100%$223.0K$0-$223.0K2026-11-10
Herold Advisors, Inc.
CLOSED04,910-4,910-100%$223.0K$0-$223.0K2026-10-19
SVB Wealth LLC
CLOSED04,820-4,820-100%$218.5K$0-$218.5K2026-11-06
Purkiss Capital Advisors LLC
CLOSED04,765-4,765-100%$216.0K$0-$216.0K2026-11-06
Revisor Wealth Management LLC
CLOSED04,754-4,754-100%$215.5K$0-$215.5K2026-10-20
Prosperitas Financial LLC
CLOSED04,727-4,727-100%$214.3K$0-$214.3K2026-10-28
Solitude Financial Services
CLOSED04,720-4,720-100%$214.0K$0-$214.0K2026-10-26
Insight Advisors, LLC/ PA
CLOSED04,690-4,690-100%$212.6K$0-$212.6K2026-10-22
Brandywine OAK Private Wealth LLC
CLOSED04,688-4,688-100%$212.6K$0-$212.6K2026-10-23
Avidian Wealth Enterprises, LLC
CLOSED04,685-4,685-100%$212.4K$0-$212.4K2026-10-08
Central Bank & Trust Co
CLOSED04,682-4,682-100%$212.3K$0-$212.3K2026-10-09
Portland Financial Advisors Inc
CLOSED04,680-4,680-100%$212.2K$0-$212.2K2026-10-26
Silvia Mccoll Wealth Management, LLC
CLOSED04,676-4,676-100%$212.0K$0-$212.0K2026-10-07
Councilmark Asset Management, LLC
CLOSED04,660-4,660-100%$211.3K$0-$211.3K2026-10-20
Griffin Asset Management, Inc.
CLOSED04,659-4,659-100%$211.2K$0-$211.2K2026-10-22
Targeted Financial Services LLC
CLOSED04,656-4,656-100%$211.1K$0-$211.1K2026-10-19
Define Financial, LLC
CLOSED04,566-4,566-100%$207.0K$0-$207.0K2026-10-14
Bluesphere Advisors LLC
CLOSED04,540-4,540-100%$205.9K$0-$205.9K2026-10-19
Bay Capital Advisors, LLC
CLOSED04,510-4,510-100%$204.5K$0-$204.5K2026-10-16
Helium Advisors LLC
CLOSED04,509-4,509-100%$204.4K$0-$204.4K2026-10-23
Accurate Wealth Management, LLC
CLOSED04,499-4,499-100%$204.3K$0-$204.3K2026-10-20
AF Advisors, Inc.
CLOSED04,450-4,450-100%$201.8K$0-$201.8K2026-11-06
MKT Advisors LLC
CLOSED04,442-4,442-100%$203.0K$0-$203.0K2026-10-20
Philadelphia Trust Co
CLOSED04,440-4,440-100%$201.0K$0-$201.0K2026-11-05
Clear Harbor Asset Management, LLC
CLOSED04,430-4,430-100%$200.9K$0-$200.9K2026-11-05
Park National Corp
CLOSED04,354-4,354-100%$197.4K$0-$197.4K2026-10-05
Bellecapital International Ltd.
CLOSED02,585-2,585-100%$117.2K$0-$117.2K2026-10-21
First Bancorp, Inc
CLOSED02,300-2,300-100%$104.3K$0-$104.3K2026-10-26
Founders Capital Management
CLOSED01,570-1,570-100%$71.2K$0-$71.2K2026-10-13
Global Trust Asset Management, LLC
CLOSED01,380-1,380-100%$62.6K$0-$62.6K2026-10-19
Hoese & Co LLP
CLOSED01,120-1,120-100%$50.8K$0-$50.8K2026-10-21
Viewpoint Capital Management LLC
CLOSED01,100-1,100-100%$49.9K$0-$49.9K2026-10-27
Midway Capital Research & Management
CLOSED0800-800-100%$36.3K$0-$36.3K2026-10-20
Cornerstone Planning Group LLC
CLOSED0770-770-100%$35.4K$0-$35.4K2026-10-16
Financial Management Professionals, Inc.
CLOSED0723-723-100%$32.8K$0-$32.8K2026-10-23
Sunrise Financial Services, LLC
CLOSED0621-621-100%$28.2K$0-$28.2K2026-10-21
LifeSteps Financial, Inc.
CLOSED0482-482-100%$21.9K$0-$21.9K2026-10-15
Deutsche Bank Ag\
CLOSED0458-458-100%$20.8K$0-$20.8K2026-11-06
Capitol Family Office, Inc.
CLOSED0289-289-100%$13.1K$0-$13.1K2026-10-13
Investors Research Corp
CLOSED0245-245-100%$11.1K$0-$11.1K2026-10-07
Obsidian CIO, LLC
CLOSED0241-241-100%$10.9K$0-$10.9K2026-11-05
Wagner Wealth Management, LLC
CLOSED0202-202-100%$9.2K$0-$9.2K2026-10-21
Gill Capital Partners, LLC
CLOSED0200-200-100%$9.1K$0-$9.1K2026-10-13
Brooklyn FI, LLC
CLOSED0152-152-100%$7.0K$0-$7.0K2026-11-05
West Paces Advisors Inc.
CLOSED091-91-100%$4.1K$0-$4.1K2026-10-13
West Financial Advisors, LLC
CLOSED051-51-100%$2.3K$0-$2.3K2026-10-22
Daiwa Securities Group Inc.
CLOSED022-22-100%$997$0-$9972026-10-29
Bear Mountain Capital, Inc.
CLOSED010-10-100%$457$0-$4572026-11-04
Raleigh Capital Management Inc.
CLOSED01-1-100%$32$0-$322026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$235.6K$204.9K-$30.7K2026-10-29
Bank of America Corp
N/A—28,238,512-28,238,512-100%$1.3B———
Morgan Stanley
N/A—21,999,155-21,999,155-100%$997.4M———
JPMorgan Chase & Co
N/A—21,813,355-21,813,355-100%$1.0B———
Wells Fargo & Company
N/A—13,347,881-13,347,881-100%$605.2M———
UBS Group AG
N/A—9,537,675-9,537,675-100%$432.4M———
Ameriprise Financial Inc
N/A—8,551,440-8,551,440-100%$388.9M———
BNP Paribas Financial Markets
N/A—7,889,429-7,889,429-100%$357.7M———
Raymond James Financial Inc
N/A—7,612,186-7,612,186-100%$345.1M———
Envestnet Asset Management Inc
N/A—6,800,218-6,800,218-100%$308.3M———
Royal Bank of Canada
N/A—6,573,429-6,573,429-100%$298.0M———
Goldman Sachs Group Inc
N/A—6,063,609-6,063,609-100%$274.9M———
Menora Mivtachim Holdings Ltd.
N/A—5,395,188-5,395,188-100%$244.6M———
Osaic Holdings, Inc.
N/A—4,206,517-4,206,517-100%$190.7M———
Main Management ETF Advisors, LLC
N/A—3,739,385-3,739,385-100%$169.5M———
Janney Montgomery Scott LLC
N/A—3,487,951-3,487,951-100%$158.1M———
Saudi Central Bank
N/A—3,099,466-3,099,466-100%$140.0M———
Main Management Fund Advisors LLC
N/A—2,928,700-2,928,700-100%$132.8M———
Cetera Investment Advisers
N/A—2,908,419-2,908,419-100%$131.9M———
Focus Partners Wealth
N/A—2,337,916-2,337,916-100%$106.0M———
CIBC World Market Inc.
N/A—2,256,360-2,256,360-100%$102.3M———
Stifel Financial Corp
N/A—2,082,580-2,082,580-100%$94.4M———
BlackRock, Inc.
N/A—1,698,178-1,698,178-100%$77.0M———
Pgim Custom Harvest LLC
N/A—1,501,241-1,501,241-100%$68.1M———
UBS Asset Management Americas LLC
N/A—1,278,904-1,278,904-100%$58.0M———
Private Advisor Group, LLC
N/A—1,101,638-1,101,638-100%$49.9M———
D. E. Shaw & Co., Inc.
N/A—1,040,792-1,040,792-100%$47.2M———
MML Investors Services, LLC
N/A—984,601-984,601-100%$44.6M———
MAI Capital Management
N/A—954,172-954,172-100%$43.3M———
Wellington Management Group LLP
N/A—945,995-945,995-100%$42.9M———
Victory Capital Management Inc
N/A—926,248-926,248-100%$42.0M———
Agave Capital Management Ltd
N/A—912,326-912,326-100%$41.4M———
Laura & John Arnold Foundation
N/A—893,779-893,779-100%$40.5M———
Main Management LLC
N/A—857,909-857,909-100%$38.9M———
FIL Ltd
N/A—848,866-848,866-100%$38.5M———
Summit Financial, LLC
N/A—766,801-766,801-100%$34.8M———
Baird Financial Group, Inc.
N/A—740,516-740,516-100%$33.6M———
Northern Trust Corp
N/A—726,346-726,346-100%$32.9M———
Tudor Investment Corp ET AL
N/A—640,125-640,125-100%$29.0M———
Jones Financial Companies Lllp
N/A—639,002-639,002-100%$29.5M———
Capital Fund Management S.A.
N/A—608,513-608,513-100%$27.6M———
Renaissance Technologies LLC
N/A—606,100-606,100-100%$27.5M———
Captrust Financial Advisors
N/A—578,365-578,365-100%$26.2M———
Equitable Holdings, Inc.
N/A—572,951-572,951-100%$26.0M———
Mariner, LLC
N/A—568,792-568,792-100%$25.8M———
Cerity Partners LLC
N/A—562,767-562,767-100%$25.5M———
Two Sigma Investments, LP
N/A—542,815-542,815-100%$24.6M———
SG Americas Securities, LLC
N/A—538,595-538,595-100%$24.4M———
Steward Partners Investment Advisory, LLC
N/A—522,340-522,340-100%$23.7M———
WCG Wealth Advisors LLC
N/A—482,511-482,511-100%$21.9M———
State Street Corp
N/A—470,354-470,354-100%$21.3M———
Pathstone Holdings, LLC
N/A—459,124-459,124-100%$20.8M———
NewEdge Advisors, LLC
N/A—452,132-452,132-100%$20.5M———
Passaic Partners LLC
N/A—421,077-421,077-100%$19.1M———
Mercer Global Advisors Inc
N/A—400,695-400,695-100%$18.2M———
Modern Wealth Management, LLC
N/A—396,866-396,866-100%$18.0M———
Basepoint Wealth LLC
N/A—387,019-387,019-100%$17.5M———
Sanctuary Advisors, LLC
N/A—386,605-386,605-100%$17.5M———
Alliancebernstein L.P.
N/A—385,908-385,908-100%$17.7M———
Ethos Financial Group, LLC
N/A—378,187-378,187-100%$17.1M———
Prudential PLC
N/A—374,400-374,400-100%$17.0M———
Atlantic Union Bankshares Corp
N/A—361,239-361,239-100%$16.4M———
Arkos Global Advisors
N/A—355,959-355,959-100%$16.1M———
Advisory Services Network, LLC
N/A—337,168-337,168-100%$15.3M———
Rockefeller Capital Management L.P.
N/A—336,949-336,949-100%$15.3M———
Wealth Advisors of Iowa, LLC
N/A—331,564-331,564-100%$15.0M———
Arax Advisory Partners
N/A—327,954-327,954-100%$14.9M———
OneDigital Investment Advisors LLC
N/A—324,287-324,287-100%$14.7M———
Advisory Alpha, LLC
N/A—320,069-320,069-100%$14.5M———
&partners
N/A—318,954-318,954-100%$14.5M———
Scotia Capital Inc.
N/A—302,558-302,558-100%$13.7M———
Waverly Advisors, LLC
N/A—298,862-298,862-100%$13.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—295,164-295,164-100%$13.4M———
Van Eck Associates Corp
N/A—283,501-283,501-100%$12.9M———
Hilton Capital Management, LLC
N/A—281,037-281,037-100%$12.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—277,933-277,933-100%$12.7M———
Manhattan West Asset Management, LLC
N/A—268,350-268,350-100%$12.2M———
Oversea-Chinese Banking Corp Ltd
N/A—259,104-259,104-100%$11.7M———
Gotham Asset Management, LLC
N/A—254,300-254,300-100%$11.5M———
Susquehanna International Group, LLP
N/A—253,909-253,909-100%$11.5M———
Clarity Financial LLC
N/A—242,052-242,052-100%$11.0M———
Peapack Gladstone Financial Corp
N/A—237,641-237,641-100%$10.8M———
Brown Advisory Inc
N/A—230,780-230,780-100%$10.5M———
Millennium Management LLC
N/A—229,909-229,909-100%$10.4M———
Bank of Nova Scotia
N/A—225,991-225,991-100%$10.2M———
Rothschild Capital Partners, LLC
N/A—225,030-225,030-100%$10.2M———
BW Gestao de Investimentos Ltda.
N/A—225,000-225,000-100%$10.2M———
Stonebridge Financial Group, LLC
N/A—223,948-223,948-100%$10.2M———
Lalia Capital, LLC
N/A—222,000-222,000-100%$10.1M———
Ally Financial Inc.
N/A—222,000-222,000-100%$10.1M———
Twin Focus Capital Partners, LLC
N/A—221,437-221,437-100%$10.0M———
Caisse de Depot ET Placement DU Quebec
N/A—219,802-219,802-100%$10.0M———
CIBC Bancorp USA Inc.
N/A—218,240-218,240-100%$9.9M———
Dakota Wealth Management
N/A—217,335-217,335-100%$9.9M———
EP Wealth Advisors, LLC
N/A—214,849-214,849-100%$9.7M———
Balyasny Asset Management L.P.
N/A—209,967-209,967-100%$9.5M———
Jain Global LLC
N/A—205,798-205,798-100%$9.3M———
Eaton Financial Holdings Company, LLC
N/A—196,801-196,801-100%$8.9M———
IHT Wealth Management, LLC
N/A—194,300-194,300-100%$8.8M———
Centaurus Financial, Inc.
N/A—191,916-191,916-100%$8.7M———
Quantitative Investment Management, LLC
N/A—188,006-188,006-100%$8.5M———
Integrated Wealth Concepts LLC
N/A—185,503-185,503-100%$8.4M———
Snowden Capital Advisors LLC
N/A—183,509-183,509-100%$8.3M———
Charles Schwab Investment Management Inc
N/A—177,799-177,799-100%$8.1M———
Morton Community Bank
N/A—176,710-176,710-100%$8.0M———
Edgewood Management LLC
N/A—171,236-171,236-100%$7.8M———
Sumitomo Mitsui Financial Group, Inc.
N/A—167,758-167,758-100%$7.6M———
Pinnacle Financial Partners, Inc.
N/A—166,941-166,941-100%$7.6M———
Orion Porfolio Solutions, LLC
N/A—166,294-166,294-100%$7.5M———
Beacon Pointe Advisors, LLC
N/A—165,449-165,449-100%$7.5M———
AQR Capital Management LLC
N/A—161,353-161,353-100%$7.3M———
GTS Securities LLC
N/A—159,007-159,007-100%$7.2M———
Graham Capital Management, L.P.
N/A—159,000-159,000-100%$7.2M———
Sound View Wealth Advisors Group, LLC
N/A—157,707-157,707-100%$7.2M———
Paragon Financial Partners, Inc.
N/A—151,817-151,817-100%$6.7M———
KCM Capital Inc
N/A—150,000-150,000-100%$6.8M———
Proficio Capital Partners LLC
N/A—149,835-149,835-100%$6.8M———
Benjamin Edwards Inc
N/A—148,266-148,266-100%$6.7M———
Nicolet Bankshares Inc
N/A—146,322-146,322-100%$6.6M———
Regal Investment Advisors LLC
N/A—145,460-145,460-100%$6.6M———
Vestmark Advisory Solutions, Inc.
N/A—139,382-139,382-100%$6.3M———
Ausdal Financial Partners, Inc.
N/A—136,362-136,362-100%$6.2M———
Atomic Invest LLC
N/A—133,223-133,223-100%$6.1M———
Round Rock Advisors LLC
N/A—131,792-131,792-100%$6.0M———
Investors Portfolio Services LLC
N/A—131,342-131,342-100%$6.0M———
Martin & Co Inc
N/A—130,363-130,363-100%$5.9M———
Granby Capital Management, LLC
N/A—130,000-130,000-100%$5.9M———
Kropog Financial Group, LLC
N/A—125,860-125,860-100%$5.7M———
Qube Research & Technologies Ltd
N/A—125,424-125,424-100%$5.7M———
Swan Global Investments, LLC
N/A—123,778-123,778-100%$5.6M———
Gamco Investors, Inc. ET AL
N/A—121,685-121,685-100%$5.5M———
Foundations Investment Advisors, LLC
N/A—120,923-120,923-100%$5.5M———
Berger Financial Group, Inc
N/A—120,024-120,024-100%$5.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—119,514-119,514-100%$5.4M———
Gladstone Institutional Advisory LLC
N/A—118,854-118,854-100%$5.4M———
Envestnet Portfolio Solutions, Inc.
N/A—113,802-113,802-100%$5.2M———
Spahn Wealth & Retirement LLC
N/A—113,179-113,179-100%$5.1M———
One Wealth Map LLC
N/A—109,651-109,651-100%$4.9M———
Blair William & Co
N/A—107,004-107,004-100%$4.9M———
Mutual Advisors, LLC
N/A—106,937-106,937-100%$4.8M———
Quantinno Capital Management LP
N/A—105,528-105,528-100%$4.8M———
Roundview Capital LLC
N/A—104,810-104,810-100%$4.8M———
Citadel Advisors LLC
N/A—104,660-104,660-100%$4.7M———
Tidal Investments LLC
N/A—103,274-103,274-100%$4.7M———
Prosperity Consulting Group, LLC
N/A—102,920-102,920-100%$4.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—102,626-102,626-100%$4.7M———
Vickerman Investment Advisors, Inc.
N/A—102,625-102,625-100%$4.7M———
Amica Mutual Insurance Co
N/A—99,389-99,389-100%$4.5M———
Jump Financial, LLC
N/A—98,421-98,421-100%$4.5M———
1 North Wealth Services LLC
N/A—97,733-97,733-100%$4.4M———
Freestone Grove Partners LP
N/A—97,401-97,401-100%$4.4M———
Bank of the Bluegrass & Trust Co.
N/A—95,305-95,305-100%$3.8M———
Toronto Dominion Bank
N/A—95,278-95,278-100%$4.3M———
Arkadios Wealth Advisors
N/A—94,790-94,790-100%$4.3M———
BFC Planning, Inc.
N/A—93,682-93,682-100%$4.2M———
Biondo Investment Advisors, LLC
N/A—92,138-92,138-100%$4.2M———
Silver Coast Investments LLC
N/A—91,935-91,935-100%$4.2M———
Cary Street Partners Financial LLC
N/A—91,019-91,019-100%$4.1M———
Stephens Inc
N/A—90,915-90,915-100%$4.1M———
Concentric Capital Strategies, LP
N/A—90,747-90,747-100%$4.1M———
PFG Investments, LLC
N/A—90,111-90,111-100%$4.1M———
Apriem Advisors
N/A—89,400-89,400-100%$4.1M———
Northwestern Mutual Wealth Management Co
N/A—87,879-87,879-100%$4.0M———
Peak6 LLC
N/A—87,470-87,470-100%$4.0M———
Twin Tree Management, LP
N/A—86,564-86,564-100%$3.9M———
Centric Wealth Management
N/A—85,355-85,355-100%$4.0M———
Ameritas Advisory Services, LLC
N/A—84,064-84,064-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—83,362-83,362-100%$3.8M———
Fiduciary Group, LLC
N/A—82,959-82,959-100%$3.8M———
United Capital Financial Advisors, LLC
N/A—82,318-82,318-100%$3.7M———
Syon Capital LLC
N/A—78,322-78,322-100%$3.6M———
AE Wealth Management LLC
N/A—77,841-77,841-100%$3.5M———
Stillwater Capital Advisors, LLC
N/A—77,733-77,733-100%$3.5M———
CacheTech Inc.
N/A—77,124-77,124-100%$3.5M———
Brave Asset Management Inc
N/A—76,334-76,334-100%$3.5M———
Myda Advisors LLC
N/A—75,000-75,000-100%$3.4M———
Jane Street Group, LLC
N/A—73,746-73,746-100%$3.3M———
Global Retirement Partners, LLC
N/A—73,592-73,592-100%$3.3M———
Adams Wealth Management
N/A—72,343-72,343-100%$3.3M———
Principal Securities, Inc.
N/A—72,256-72,256-100%$3.3M———
RPg Family Wealth Advisory, LLC
N/A—71,332-71,332-100%$3.2M———
Aster Capital Management (Difc) Ltd
N/A—71,034-71,034-100%$3.2M———
Gateway Wealth Partners, LLC
N/A—68,928-68,928-100%$3.1M———
Wayfinding Financial, LLC
N/A—68,496-68,496-100%$3.1M———
Risk Paradigm Group, LLC
N/A—68,450-68,450-100%$3.1M———
Spirepoint Private Client, LLC
N/A—68,373-68,373-100%$3.1M———
Glenmede Trust Co NA
N/A—67,480-67,480-100%$3.1M———
State of Tennessee, Department of Treasury
N/A—67,155-67,155-100%$3.0M———
Kingsview Wealth Management, LLC
N/A—66,703-66,703-100%$3.0M———
Maridea Wealth Management LLC
N/A—66,541-66,541-100%$3.0M———
Hancock Whitney Corp
N/A—66,232-66,232-100%$3.0M———
ST Germain D J Co Inc
N/A—65,898-65,898-100%$3.0M———
CIM Investment Management Inc
N/A—64,086-64,086-100%$2.9M———
Fox Hill Wealth Management
N/A—63,526-63,526-100%$2.9M———
Coastal Bridge Advisors, LLC
N/A—63,245-63,245-100%$2.9M———
Wilson & Boucher Capital Management, LLC
N/A—62,319-62,319-100%$2.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—61,500-61,500-100%$2.8M———
Huntington National Bank
N/A—60,369-60,369-100%$2.7M———
Chevy Chase Trust Holdings, LLC
N/A—59,924-59,924-100%$2.7M———
Commerce Bank
N/A—59,275-59,275-100%$2.7M———
Hills Bank & Trust Co
N/A—58,934-58,934-100%$2.7M———
Simmons Bank
N/A—57,231-57,231-100%$2.6M———
SEI Investments Co
N/A—56,155-56,155-100%$2.5M———
Second Half Financial Partners, LLC
N/A—55,864-55,864-100%$2.5M———
Wealthspire Advisors, LLC
N/A—54,916-54,916-100%$2.5M———
Clare Market Investments LLC
N/A—53,652-53,652-100%$2.4M———
Private Capital Management, LLC
N/A—53,431-53,431-100%$2.4M———
Aristides Capital LLC
N/A—52,208-52,208-100%$2.4M———
CTC Alternative Strategies, Ltd.
N/A—51,141-51,141-100%$2.3M———
Zuckerman Investment Group, LLC
N/A—50,822-50,822-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—50,286-50,286-100%$2.3M———
Trivium Point Advisory, LLC
N/A—49,897-49,897-100%$2.3M———
Clearbridge Investments, LLC
N/A—49,884-49,884-100%$2.3M———
Bravera Wealth
N/A—48,965-48,965-100%$2.2M———
WJ Financial Advisors LLC
N/A—48,714-48,714-100%$2.2M———
Flow Traders U.S. LLC
N/A—48,665-48,665-100%$2.2M———
Choate Investment Advisors
N/A—48,240-48,240-100%$2.2M———
D L Carlson Investment Group Inc
N/A—47,594-47,594-100%$2.2M———
CreativeOne Wealth, LLC
N/A—47,122-47,122-100%$2.1M———
Everstar Asset Management, LLC
N/A—44,592-44,592-100%$2.0M———
Crews Bank & Trust
N/A—43,960-43,960-100%$2.0M———
Johnson Investment Counsel Inc
N/A—43,914-43,914-100%$2.0M———
Intrepid Financial Planning Group LLC
N/A—43,612-43,612-100%$2.0M———
Hollencrest Capital Management
N/A—43,161-43,161-100%$2.0M———
Chilton Investment Co Inc.
N/A—43,000-43,000-100%$1.9M———
Transamerica Financial Advisors, LLC
N/A—42,208-42,208-100%$1.9M———
NCM Capital Management, LLC
N/A—41,945-41,945-100%$1.9M———
Cresset Asset Management, LLC
N/A—41,855-41,855-100%$1.9M———
M1 Capital Management LLC
N/A—41,753-41,753-100%$1.9M———
Summit Wealth Partners, LLC
N/A—41,245-41,245-100%$1.9M———
Hilltop Holdings Inc.
N/A—40,349-40,349-100%$1.8M———
Rothschild Wealth LLC
N/A—39,956-39,956-100%$1.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—39,757-39,757-100%$1.8M———
Stamos Capital Partners, L.P.
N/A—38,031-38,031-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—38,015-38,015-100%$1.7M———
Performance Wealth Partners, LLC
N/A—37,763-37,763-100%$1.7M———
Kovack Advisors, Inc.
N/A—37,724-37,724-100%$1.7M———
PeakShares LLC
N/A—37,138-37,138-100%$1.7M———
NewEdge Wealth, LLC
N/A—36,760-36,760-100%$1.7M———
DV Trading LLC
N/A—36,132-36,132-100%$1.6M———
Cladis Investment Advisory, LLC
N/A—35,754-35,754-100%$1.6M———
Credit Industriel ET Commercial
N/A—35,704-35,704-100%$1.6M———
Xcelsior Advisor Partners LLC
N/A—35,565-35,565-100%$1.6M———
World Investment Advisors
N/A—35,272-35,272-100%$1.6M———
Quadrature Capital Ltd
N/A—35,264-35,264-100%$1.6M———
LM Advisors LLC
N/A—35,112-35,112-100%$1.6M———
Pallas Capital Advisors LLC
N/A—35,082-35,082-100%$1.6M———
J. Goldman & Co LP
N/A—34,681-34,681-100%$1.6M———
Wealthspire Retirement, LLC
N/A—33,961-33,961-100%$1.5M———
Interactive Financial Advisors, Inc.
N/A—33,878-33,878-100%$1.5M———
Evernest Financial Advisors, LLC
N/A—33,574-33,574-100%$1.5M———
1ST Source Bank
N/A—33,355-33,355-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—32,688-32,688-100%$1.5M———
Horizon Family Wealth, Inc.
N/A—32,676-32,676-100%$1.5M———
Itau Unibanco Holding S.A.
N/A—32,600-32,600-100%$1.5M———
Pinebridge Investments LLC
N/A—30,723-30,723-100%$1.4M———
Jaffetilchin Investment Partners, LLC
N/A—30,621-30,621-100%$1.4M———
Keystone Financial Group
N/A—30,426-30,426-100%$1.4M———
KKM Financial LLC
N/A—29,947-29,947-100%$1.4M———
Logan Stone Capital, LLC
N/A—29,488-29,488-100%$1.3M———
Crabel Capital Management, LLC
N/A—29,409-29,409-100%$1.3M———
Bluespring Wealth Management, LLC
N/A—29,289-29,289-100%$1.3M———
Bluebird Wealth Management LLC
N/A—29,235-29,235-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—29,218-29,218-100%$1.3M———
Nvest Financial, LLC
N/A—29,120-29,120-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—28,812-28,812-100%$1.3M———
Pursuit Wealth Strategies, LLC
N/A—28,562-28,562-100%$1.3M———
Granite Harbor Advisors, Inc.
N/A—28,559-28,559-100%$1.3M———
St. Nicholas Private Asset Management, Inc
N/A—28,440-28,440-100%$1.3M———
Counterweight Ventures, LLC
N/A—28,409-28,409-100%$1.3M———
Disciplined Investors, L.L.C.
N/A—28,310-28,310-100%$1.3M———
Fourth Dimension Wealth, LLC
N/A—28,304-28,304-100%$1.3M———
Rehmann Capital Advisory Group
N/A—28,207-28,207-100%$1.3M———
WealthShield Partners, LLC
N/A—27,873-27,873-100%$1.3M———
SCS Capital Management LLC
N/A—27,623-27,623-100%$1.3M———
Keel Point, LLC
N/A—27,139-27,139-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—26,772-26,772-100%$1.2M———
Compass Capital Corp
N/A—26,692-26,692-100%$1.1M———
Federation des caisses Desjardins du Quebec
N/A—26,675-26,675-100%$1.2M———
BBR Partners, LLC
N/A—26,410-26,410-100%$1.2M———
Kintra Wealth, LLC
N/A—26,012-26,012-100%$1.1M———
Denver Wealth Management, Inc.
N/A—25,713-25,713-100%$1.2M———
Advyzon Investment Management, LLC
N/A—25,598-25,598-100%$1.2M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—25,136-25,136-100%$6.0M———
Betterment LLC
N/A—25,035-25,035-100%$1.1M———
Alamea Verwaltungs GmbH
N/A—25,000-25,000-100%$1.1M———
Caption Management, LLC
N/A—25,000-25,000-100%$1.1M———
Bramshill Investments, LLC
N/A—25,000-25,000-100%$1.1M———
First Trust Advisors LP
N/A—24,909-24,909-100%$1.1M———
Marble Wealth, LLC
N/A—24,849-24,849-100%$1.1M———
First National Bank of Omaha
N/A—24,797-24,797-100%$1.1M———
Pettyjohn, Wood & White, Inc
N/A—24,733-24,733-100%$1.1M———
Cavalier Investments, LLC
N/A—24,727-24,727-100%$1.1M———
Neuberger Berman Group LLC
N/A—24,680-24,680-100%$1.1M———
SSI Investment Management LLC
N/A—24,600-24,600-100%$1.1M———
GeoWealth Management, LLC
N/A—24,350-24,350-100%$1.1M———
Novare Capital Management LLC
N/A—24,305-24,305-100%$1.1M———
Marex Group Ltd
N/A—24,095-24,095-100%$1.1M———
IKE Capital, LLC
N/A—23,693-23,693-100%$1.1M———
Allie Family Office LLC
N/A—23,220-23,220-100%$1.1M———
Allred Capital Management, LLC
N/A—22,771-22,771-100%$1.0M———
OneAscent Financial Services LLC
N/A—22,516-22,516-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—22,414-22,414-100%$1.0M———
American Alpha Advisors, LLC
N/A—22,126-22,126-100%$1.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—22,118-22,118-100%$1.0M———
Allied Private Wealth LLC
N/A—21,987-21,987-100%$997.3K———
Abbot Financial Management, Inc.
N/A—21,550-21,550-100%$977.1K———
Markin Asset Management, LP
N/A—21,470-21,470-100%$973.5K———
PSI Advisors, LLC
N/A—21,431-21,431-100%$971.7K———
Exit Wealth Advisors, Llc.
N/A—21,320-21,320-100%$966.6K———
Ensign Peak Advisors, Inc
N/A—21,071-21,071-100%$955.4K———
Stock Yards Bank & Trust Co
N/A—20,863-20,863-100%$945.9K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—20,800-20,800-100%$943.1K———
O'rourke & Company, Inc
N/A—20,788-20,788-100%$942.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,780-20,780-100%$942.2K———
Rothschild Investment LLC
N/A—20,708-20,708-100%$938.9K———
Rock Point Advisors, LLC
N/A—20,603-20,603-100%$934.1K———
Monetary Management Group Inc
N/A—20,304-20,304-100%$920.6K———
Texas Yale Capital Corp.
N/A—20,150-20,150-100%$913.6K———
Arrowroot Family Office, LLC
N/A—19,807-19,807-100%$898.0K———
Brevan Howard Capital Management LP
N/A—19,770-19,770-100%$896.4K———
Garden State Investment Advisory Services LLC
N/A—19,669-19,669-100%$891.7K———
Tradition Wealth Management, LLC
N/A—19,159-19,159-100%$868.7K———
Tocqueville Asset Management L.P.
N/A—18,918-18,918-100%$857.7K———
M3 Advisory Group, LLC
N/A—18,829-18,829-100%$853.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—18,601-18,601-100%$843.4K———
Tyche Wealth Partners LLC
N/A—18,100-18,100-100%$820.7K———
Continuum Advisory, LLC
N/A—18,078-18,078-100%$819.7K———
Capital Analysts, LLC
N/A—17,729-17,729-100%$804.0K———
Audent Global Asset Management, LLC
N/A—17,600-17,600-100%$798.0K———
Tandem Wealth Advisors LLC
N/A—17,567-17,567-100%$796.5K———
Brookwood Investment Group LLC
N/A—17,496-17,496-100%$793.3K———
HSBC Holdings PLC
N/A—17,367-17,367-100%$792.2K———
Nomura Asset Management Co LTD
N/A—17,318-17,318-100%$785.2K———
Walleye Capital LLC
N/A—17,243-17,243-100%$781.8K———
Circle Wealth Management, LLC
N/A—17,237-17,237-100%$781.5K———
MWA Asset Management
N/A—17,178-17,178-100%$778.9K———
SageGuard Financial Group, LLC
N/A—17,032-17,032-100%$772.2K———
Acorns Advisers, LLC
N/A—16,896-16,896-100%$766.0K———
SIH Partners, Lllp
N/A—16,578-16,578-100%$751.6K———
Ameritas Investment Partners, Inc.
N/A—16,401-16,401-100%$743.6K———
Mosaic Family Wealth Partners, LLC
N/A—16,370-16,370-100%$742.2K———
Signet Private Wealth LLC
N/A—16,243-16,243-100%$736.5K———
Smith, Moore & Co.
N/A—15,947-15,947-100%$723.0K———
Franklin Resources Inc
N/A—15,855-15,855-100%$718.9K———
Strait & Sound Wealth Management LLC
N/A—15,823-15,823-100%$717.4K———
Eldridge Investment Advisors, Inc.
N/A—15,800-15,800-100%$716.4K———
Dearborn Partners LLC
N/A—15,780-15,780-100%$715.5K———
Natixis Advisors, LLC
N/A—15,726-15,726-100%$713.0K———
RWA Wealth Partners, LLC
N/A—15,621-15,621-100%$708.2K———
V2 Financial group LLC
N/A—15,482-15,482-100%$702.0K———
FWL Investment Management, LLC
N/A—15,444-15,444-100%$700.2K———
Maripau Wealth Management LLC
N/A—15,362-15,362-100%$696.4K———
Moneta Group Investment Advisors LLC
N/A—15,197-15,197-100%$689.0K———
One Capital Management, LLC
N/A—15,049-15,049-100%$690.6K———
WealthTrust Axiom LLC
N/A—14,717-14,717-100%$667.3K———
Summit Trail Advisors, LLC
N/A—14,672-14,672-100%$665.2K———
Venturi Wealth Management, LLC
N/A—14,633-14,633-100%$663.4K———
National Bank of Canada
N/A—14,619-14,619-100%$648.5K———
Adapt Wealth Advisors, LLC
N/A—14,352-14,352-100%$650.7K———
Calton & Associates, Inc.
N/A—14,304-14,304-100%$648.5K———
Stratos Wealth Advisors, LLC
N/A—14,210-14,210-100%$644.3K———
Clear Street Group Inc.
N/A—14,161-14,161-100%$642.1K———
Madden Advisory Services, Inc.
N/A—14,106-14,106-100%$639.6K———
Spreng Capital Management, Inc.
N/A—13,761-13,761-100%$623.9K———
Johnson Financial Group, Inc.
N/A—13,748-13,748-100%$623.3K———
Hyundai Investments Co., Ltd.
N/A—13,677-13,677-100%$629.4K———
Mathes Company, Inc.
N/A—13,400-13,400-100%$608.0K———
FLP Wealth Management, LLC
N/A—13,343-13,343-100%$605.0K———
Fort Sheridan Advisors LLC
N/A—13,337-13,337-100%$604.7K———
Prudent Investors Network, Inc.
N/A—13,311-13,311-100%$603.5K———
Aptus Capital Advisors, LLC
N/A—13,257-13,257-100%$601.1K———
Birchcreek Wealth Management, LLC
N/A—13,244-13,244-100%$600.5K———
Lumbard & Kellner, LLC
N/A—13,152-13,152-100%$596.3K———
Planning Directions Inc
N/A—13,130-13,130-100%$595.3K———
Empower Advisory Group, LLC
N/A—12,905-12,905-100%$585.1K———
Keebeck Wealth Management
N/A—12,492-12,492-100%$566.4K———
Verition Fund Management LLC
N/A—12,268-12,268-100%$556.2K———
Okabena Investment Services Inc
N/A—12,173-12,173-100%$551.9K———
Bank of Marin
N/A—12,124-12,124-100%$549.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,116-12,116-100%$549.3K———
Whittier Trust Co
N/A—12,044-12,044-100%$545.6K———
Nalls Sherbakoff Group, LLC
N/A—12,005-12,005-100%$544.3K———
Stelac Advisory Services LLC
N/A—11,986-11,986-100%$543.4K———
Axis Wealth Partners, LLC
N/A—11,722-11,722-100%$531.5K———
Navis Wealth Advisors, LLC
N/A—11,548-11,548-100%$523.6K———
OakTrust Wealth Advisors, LLC
N/A—11,530-11,530-100%$522.8K———
Safe Harbor Fiduciary, LLC
N/A—11,257-11,257-100%$510.4K———
Thomasville National Bank
N/A—11,128-11,128-100%$504.5K———
Strategic Financial Concepts, LLC
N/A—10,808-10,808-100%$490.0K———
Maven Securities LTD
N/A—10,805-10,805-100%$490.2K———
Financial Engines Advisors L.L.C.
N/A—10,760-10,760-100%$487.9K———
Reliant Investment Partners, LLC
N/A—10,759-10,759-100%$487.8K———
First Manhattan Co. Llc.
N/A—10,710-10,710-100%$485.6K———
Cascades Capital Asset Management, LLC
N/A—10,606-10,606-100%$480.9K———
Pinnacle Family Advisors, LLC
N/A—10,416-10,416-100%$472.3K———
Spinnaker Trust
N/A—10,358-10,358-100%$469.6K———
Main Street Financial Solutions, LLC
N/A—10,303-10,303-100%$467.1K———
Advisors Capital Management, LLC
N/A—10,207-10,207-100%$462.8K———
Petra Financial Advisors Inc
N/A—10,180-10,180-100%$461.6K———
Phillips Wealth Planners LLC
N/A—10,134-10,134-100%$463.1K———
Point72 Asset Management, L.P.
N/A—10,000-10,000-100%$453.4K———
Glen Eagle Advisors, LLC
N/A—9,977-9,977-100%$452.3K———
Focus Partners Advisor Solutions, LLC
N/A—9,775-9,775-100%$443.2K———
Resurgent Financial Advisors LLC
N/A—9,591-9,591-100%$434.8K———
Sequent Asset Management, LLC
N/A—9,578-9,578-100%$434.3K———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,498-9,498-100%$430.6K———
Fiduciary Trust Co
N/A—9,392-9,392-100%$425.8K———
AssuredPartners Investment Advisors, LLC
N/A—9,357-9,357-100%$424.2K———
Entelevest, LLC
N/A—9,151-9,151-100%$414.9K———
American Trust
N/A—9,054-9,054-100%$410.5K———
Cofg Advisors, LLC
N/A—9,035-9,035-100%$409.7K———
Purpose Unlimited Inc.
N/A—8,944-8,944-100%$405.7K———
Thompson David Blair
N/A—8,858-8,858-100%$401.6K———
FLC Capital Advisors
N/A—8,850-8,850-100%$401.3K———
PMG Wealth Management, Inc.
N/A—8,800-8,800-100%$399.0K———
Per Stirling Capital Management, Llc.
N/A—8,713-8,713-100%$395.0K———
Iron Gate Global Advisors LLC
N/A—8,603-8,603-100%$390.0K———
Savvy Advisors, Inc.
N/A—8,601-8,601-100%$390.0K———
Sequent Planning LLC
N/A—8,523-8,523-100%$386.4K———
Hobbs Group Advisors, LLC
N/A—8,519-8,519-100%$386.2K———
Vident Advisory, LLC
N/A—8,505-8,505-100%$385.6K———
Capstone Investment Advisors, LLC
N/A—8,497-8,497-100%$385.3K———
Tolleson Wealth Management, Inc.
N/A—8,426-8,426-100%$382.0K———
Whittier Trust Co of Nevada Inc
N/A—8,276-8,276-100%$378.2K———
National Philanthropic Trust
N/A—8,269-8,269-100%$374.9K———
GWN Securities Inc.
N/A—8,069-8,069-100%$365.9K———
Kirtland Hills Capital Management, LLC
N/A—8,053-8,053-100%$365.1K———
Waterloo Capital, L.P.
N/A—7,895-7,895-100%$358.0K———
IMA Advisory Services, Inc.
N/A—7,893-7,893-100%$357.9K———
All Terrain Financial Advisors, LLC
N/A—7,870-7,870-100%$356.8K———
Strategic Wealth Partners, Ltd.
N/A—7,799-7,799-100%$353.6K———
Spartan Wealth Advisory Services LLC
N/A—7,760-7,760-100%$351.9K———
Top Private Wealth Llc.
N/A—7,747-7,747-100%$351.2K———
One Charles Private Wealth Services, LLC
N/A—7,646-7,646-100%$346.7K———
VSM Wealth Advisory, LLC
N/A—7,608-7,608-100%$344.9K———
Flputnam Investment Management Co
N/A—7,480-7,480-100%$339.2K———
Haverford Trust Co
N/A—7,454-7,454-100%$338.0K———
Advance Capital Management, Inc.
N/A—7,434-7,434-100%$337.1K———
Broadleaf Partners, LLC
N/A—7,238-7,238-100%$328.2K———
Private Wealth Asset Management, LLC
N/A—7,160-7,160-100%$324.6K———
Perennial Investment Advisors, LLC
N/A—7,119-7,119-100%$322.8K———
RiverGlades Family Offices LLC
N/A—7,080-7,080-100%$321.0K———
Prelude Capital Management, LLC
N/A—7,001-7,001-100%$317.4K———
Northeast Planning Associates, Inc. / NH /
N/A—6,916-6,916-100%$313.6K———
Leigh Baldwin & Co., LLC
N/A—6,785-6,785-100%$307.6K———
Cozad Asset Management Inc
N/A—6,756-6,756-100%$306.3K———
American Financial Advisors, LLC
N/A—6,739-6,739-100%$305.5K———
Copia Wealth Management
N/A—6,722-6,722-100%$304.8K———
Dimension Capital Management LLC
N/A—6,710-6,710-100%$304.2K———
Boston Family Office LLC
N/A—6,705-6,705-100%$304.0K———
Banque Transatlantique SA
N/A—6,696-6,696-100%$303.6K———
Smartleaf Asset Management LLC
N/A—6,522-6,522-100%$300.2K———
Lcnb Corp
N/A—6,450-6,450-100%$292.4K———
Ally Invest Advisors Inc.
N/A—6,408-6,408-100%$290.6K———
Innovative Asset Advisors Group, LLC
N/A—6,362-6,362-100%$288.4K———
IQ EQ Fund Management (Ireland) Ltd
N/A—6,247-6,247-100%$283.2K———
Northstar Financial Companies, Inc.
N/A—6,128-6,128-100%$277.8K———
LGL Partners, LLC
N/A—6,089-6,089-100%$276.1K———
Ruggiero Investments, Inc.
N/A—6,060-6,060-100%$274.7K———
WNY Asset Management, LLC
N/A—6,008-6,008-100%$272.4K———
Bartlett & Co. Wealth Management LLC
N/A—6,001-6,001-100%$272.1K———
QRG Capital Management, Inc.
N/A—5,843-5,843-100%$264.9K———
Palumbo Wealth Management LLC
N/A—5,818-5,818-100%$263.8K———
Sargent Investment Group, LLC
N/A—5,816-5,816-100%$263.7K———
Farmers National Bank
N/A—5,792-5,792-100%$262.6K———
Cvfg LLC
N/A—5,792-5,792-100%$262.6K———
Patron Partners, LLC
N/A—5,723-5,723-100%$259.5K———
Cura Wealth Advisors, LLC
N/A—5,702-5,702-100%$258.5K———
Graybill Wealth Management, Ltd.
N/A—5,702-5,702-100%$258.5K———
WFA of San Diego, LLC
N/A—5,668-5,668-100%$249.6K———
Westbourne Investments, Inc.
N/A—5,662-5,662-100%$256.7K———
Rathbones Group PLC
N/A—5,556-5,556-100%$251.9K———
Composition Wealth, LLC
N/A—5,444-5,444-100%$246.8K———
Madison Wealth Partners, Inc
N/A—5,435-5,435-100%$246.4K———
Chesapeake Asset Management LLC
N/A—5,170-5,170-100%$200.4K———
RiverFront Investment Group, LLC
N/A—5,165-5,165-100%$234.2K———
Steigerwald, Gordon & Koch Inc.
N/A—5,124-5,124-100%$232.3K———
JT Stratford LLC
N/A—5,080-5,080-100%$230.3K———
IEQ Capital, LLC
N/A—5,057-5,057-100%$229.3K———
Shared Vision Wealth Group LLC
N/A—5,000-5,000-100%$226.7K———
Fiduciary Financial Advisors
N/A—4,994-4,994-100%$226.4K———
Synergy Investment Management, LLC
N/A—4,990-4,990-100%$226.3K———
First National Bank of Hutchinson
N/A—4,977-4,977-100%$225.7K———
Alan B Lancz & Associates, Inc.
N/A—4,950-4,950-100%$224.4K———
USA Financial Formulas
N/A—4,908-4,908-100%$222.5K———
LRI Investments, LLC
N/A—4,848-4,848-100%$219.8K———
Wealth Management Associates, Inc.
N/A—4,838-4,838-100%$219.4K———
Caprock Group, LLC
N/A—4,814-4,814-100%$218.3K———
Resolute Wealth Strategies, LLC
N/A—4,808-4,808-100%$218.0K———
F/m Investments LLC
N/A—4,800-4,800-100%$217.6K———
AlphaGrep UK Ltd
N/A—4,790-4,790-100%$217.2K———
Invst, LLC
N/A—4,784-4,784-100%$216.9K———
Pacific SUN Financial Corp
N/A—4,692-4,692-100%$212.7K———
Panoramic Investment Advisors, LLC
N/A—4,627-4,627-100%$209.8K———
Perissos Private Wealth Management, LLC
N/A—4,609-4,609-100%$209.0K———
Intellus Advisors LLC
N/A—4,600-4,600-100%$208.6K———
Blue Chip Partners, LLC
N/A—4,530-4,530-100%$205.4K———
South Plains Financial, Inc.
N/A—4,392-4,392-100%$199.1K———
TD Capital Management LLC
N/A—4,062-4,062-100%$184.1K———
PIN OAK Investment Advisors Inc
N/A—3,870-3,870-100%$175.0K———
Anchor Investment Management, LLC
N/A—3,817-3,817-100%$173.1K———
Seneschal Advisors, LLC
N/A—3,796-3,796-100%$172.1K———
Horizon Bancorp Inc
N/A—3,610-3,610-100%$164.0K———
Bollard Group LLC
N/A—3,539-3,539-100%$160.0K———
Topsail Wealth Management, LLC
N/A—3,470-3,470-100%$157.3K———
Financial Gravity Companies, Inc.
N/A—2,865-2,865-100%$129.9K———
Dunhill Financial, LLC
N/A—2,848-2,848-100%$129.1K———
Medallion Wealth Advisors, LLC
N/A—2,844-2,844-100%$129.1K———
Oxford Financial Group, Ltd. LLC
N/A—2,790-2,790-100%$126.5K———
Operose Advisors LLC
N/A—2,771-2,771-100%$125.6K———
Rialto Wealth Management, LLC
N/A—2,767-2,767-100%$125.5K———
Ancora Advisors LLCA
N/A—2,688-2,688-100%$121.9K———
HM Payson & Co
N/A—2,592-2,592-100%$117.5K———
Macquarie Group LTD
N/A—2,571-2,571-100%$116.6K———
Front Row Advisors LLC
N/A—2,548-2,548-100%$111.2K———
Tiaa Trust, National Association
N/A—2,500-2,500-100%$113.4K———
Estabrook Capital Management
N/A—2,447-2,447-100%$110.9K———
Keating Financial Advisory Services, Inc.
N/A—2,102-2,102-100%$95.3K———
Horizon Investments, LLC
N/A—2,033-2,033-100%$92.2K———
Brentview Investment Management LLC
N/A—2,000-2,000-100%$90.7K———
Proffitt & Goodson Inc
N/A—1,954-1,954-100%$88.6K———
Bogart Wealth, LLC
N/A—1,900-1,900-100%$86.2K———
Riverview Trust Co
N/A—1,800-1,800-100%$81.6K———
Kiker Wealth Management, LLC
N/A—1,724-1,724-100%$78.2K———
Crewe Advisors LLC
N/A—1,522-1,522-100%$69.0K———
Howe & Rusling Inc
N/A—1,509-1,509-100%$68.4K———
Avalon Trust Co
N/A—1,500-1,500-100%$68.0K———
Webster Bank, N. A.
N/A—1,498-1,498-100%$67.9K———
Colonial Trust Advisors
N/A—1,420-1,420-100%$64.4K———
Core Capital Management & Research, inc.
N/A—1,194-1,194-100%$51.1K———
Ballast Advisors LLC
N/A—1,180-1,180-100%$53.5K———
SHP Wealth Management
N/A—1,096-1,096-100%$49.7K———
HHM Wealth Advisors, LLC
N/A—1,088-1,088-100%$49.3K———
Vision Retirement, LLC
N/A—1,084-1,084-100%$49.1K———
Ramirez Asset Management, Inc.
N/A—1,000-1,000-100%$45.3K———
SOA Wealth Advisors, Llc.
N/A—970-970-100%$44.0K———
Millstone Evans Group, LLC
N/A—958-958-100%$43.4K———
Game Plan Financial Advisors, LLC
N/A—889-889-100%$40.3K———
Security National Bank of Sioux City Iowa
N/A—800-800-100%$36.3K———
Aventura Private Wealth, LLC
N/A—796-796-100%$36.1K———
Banque Cantonale Vaudoise
N/A—787-787-100%$36.0K———
Osbon Capital Management LLC
N/A—766-766-100%$34.7K———
Regatta Research & Money Management
N/A—762-762-100%$34.6K———
Nova Wealth Management, Inc.
N/A—744-744-100%$33.7K———
Ameriflex Group, Inc.
N/A—700-700-100%$31.7K———
Marshall Investment Management, LLC
N/A—693-693-100%$31.4K———
Mpwm Advisory Solutions, LLC
N/A—676-676-100%$30.7K———
Bellevue Asset Management, LLC
N/A—567-567-100%$25.7K———
Brown Brothers Harriman & Co
N/A—560-560-100%$25.4K———
S&T Bank
N/A—550-550-100%$24.9K———
Tower Research Capital LLC (TRC)
N/A—539-539-100%$24.4K———
JDM Financial Group LLC
N/A—494-494-100%$22.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—425-425-100%$19.3K———
Cambient Family Office, LLC
N/A—414-414-100%$18.8K———
Strategic Investment Solutions, Inc.
N/A—410-410-100%$18.6K———
Sittner & Nelson, LLC
N/A—400-400-100%$18.1K———
Anchor Bay Capital, Inc.
N/A—361-361-100%$15.6K———
Mark Sheptoff Financial Planning, LLC
N/A—360-360-100%$16.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—360-360-100%$16.3K———
Delos Wealth Advisors, LLC
N/A—355-355-100%$16.1K———
Miller Capital Partners, Inc.
N/A—350-350-100%$15.9K———
Ankerstar Wealth, LLC
N/A—330-330-100%$15.0K———
Imprint Wealth LLC
N/A—308-308-100%$14.0K———
Orion Capital Management LLC
N/A—253-253-100%$11.5K———
Windsor Advisory Group, LLC
N/A—228-228-100%$10.3K———
WealthCollab, LLC
N/A—215-215-100%$9.7K———
Vanguard National Trust Co
N/A—212-212-100%$9.6K———
Delta Asset Management LLC
N/A—208-208-100%$9.4K———
Logan Capital Management Inc
N/A—203-203-100%$9.2K———
C M Bidwell & Associates LTD
N/A—202-202-100%$9.2K———
MidFirst Bank
N/A—146-146-100%$6.6K———
XP Advisory US, Inc.
N/A—136-136-100%$6.2K———
Glassman Wealth Services
N/A—133-133-100%$6.0K———
Tiaa Wealth Investment Management LLC
N/A—123-123-100%$5.6K———
Capital Advisor Network LLC
N/A—102-102-100%$4.6K———
Mcguire Capital Advisors Inc
N/A—56-56-100%$2.5K———
Vanguard Advisers Inc
N/A—36-36-100%$1.6K———
Family Manage LLC
N/A—32-32-100%$1.5K———
Caitlin John, LLC
N/A—23-23-100%$1.0K———
Westend Capital Management, LLC
N/A—10-10-100%$453———
Parallax Volatility Advisers, L.P.
N/A—2-2-100%$91———
Showing 1652 of 1652 institutions