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Shopify Inc (SHOP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares15,796,225 from 14,338,616
Change+1,457,609 (+10%)
Value$2.4B (+$709.3M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares9,506,334 from 9,558,174
Change-51,840 (-1%)
Value$1.4B (+$1.4B)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares5,167,139 from 3,396,901
Change+1,770,238 (+52%)
Value$766.3M (+$378.4M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares4,405,100 from 4,308,187
Change+96,913 (+2%)
Value$656.8M (+$163.0M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares4,022,652 from 3,819,522
Change+203,130 (+5%)
Value$596.6M (+$160.4M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares3,563,640 from 3,655,581
Change-91,941 (-3%)
Value$528.5M (+$111.1M)
Filed 2026-11-06
Amundi
INCREASED
Shares3,188,699 from 2,720,427
Change+468,272 (+17%)
Value$472.9M (+$162.3M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,523,858 from 3,585,720
Change-1,061,862 (-30%)
Value$374.3M (-$35.1M)
Filed 2026-10-29
Mirova US LLC
DECREASED
Shares2,042,546 from 2,600,237
Change-557,691 (-21%)
Value$302.9M (+$6.0M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares1,734,926 from 1,740,052
Change-5,126 (0%)
Value$257.5M (+$58.7M)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares1,657,104 from 1,658,508
Change-1,404 (0%)
Value$245.7M (+$56.4M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares1,580,597 from 1,414,866
Change+165,731 (+12%)
Value$235.4M (+$63.0M)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares1,504,523 from 1,554,830
Change-50,307 (-3%)
Value$223.2M (+$45.5M)
Filed 2026-11-06
Barton Investment Management
DECREASED
Shares1,501,272 from 1,580,601
Change-79,329 (-5%)
Value$222.6M (+$42.2M)
Filed 2026-10-27
ProShare Advisors LLC
INCREASED
Shares1,168,156 from 1,134,069
Change+34,087 (+3%)
Value$173.2M (+$43.7M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares1,167,960 from 524,986
Change+642,974 (+122%)
Value$173.1K (-$60.1M)
Filed 2026-10-27
Zevenbergen Capital Investments LLC
DECREASED
Shares1,064,021 from 1,183,816
Change-119,795 (-10%)
Value$157.8M (+$22.6M)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares918,704 from 1,127,899
Change-209,195 (-19%)
Value$136.5M (+$7.5M)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares822,643 from 737,600
Change+85,043 (+12%)
Value$122.0M (+$37.8M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares819,232 from 784,542
Change+34,690 (+4%)
Value$121.5M (+$31.9M)
Filed 2026-11-04
Addenda Capital Inc.
DECREASED
Shares795,929 from 798,719
Change-2,790 (0%)
Value$167.9M (+$38.3M)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares730,843 from 764,601
Change-33,758 (-4%)
Value$108.4M (+$21.1M)
Filed 2026-10-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares692,862 from 643,260
Change+49,602 (+8%)
Value$102.8M (+$29.3M)
Filed 2026-11-03
Fiera Capital Corp
DECREASED
Shares653,263 from 663,438
Change-10,175 (-2%)
Value$96.9M (+$21.2M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares565,085 from 428,663
Change+136,422 (+32%)
Value$84.2M (+$32.1M)
Filed 2026-11-04
Allen Investment Management, LLC
INCREASED
Shares529,642 from 519,490
Change+10,152 (+2%)
Value$78.6M (+$19.2M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares485,116 from 469,832
Change+15,284 (+3%)
Value$71.9M (+$18.3M)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares373,352 from 506,490
Change-133,138 (-26%)
Value$55.4M (-$2.6M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares364,072 from 357,272
Change+6,800 (+2%)
Value$54.1K (-$40.8M)
Filed 2026-10-08
AMF Tjanstepension AB
UNCHANGED
Shares350,833 from 350,833
Change0 (0%)
Value$52.0M (+$12.0M)
Filed 2026-10-22
Privium Fund Management B.V.
DECREASED
Shares305,000 from 370,000
Change-65,000 (-18%)
Value$45.2M (+$3.0M)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares303,793 from 297,200
Change+6,593 (+2%)
Value$45.1M (+$11.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares297,602 from 292,174
Change+5,428 (+2%)
Value$44.1M (+$10.8M)
Filed 2026-11-02
Strs Ohio
DECREASED
Shares295,250 from 413,936
Change-118,686 (-29%)
Value$43.8M (-$3.5M)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares293,036 from 303,346
Change-10,310 (-3%)
Value$43.5M (+$8.8M)
Filed 2026-10-30
William Blair Investment Management, LLC
NEW
Shares287,043
Change+287,043
Value$42.6M
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares282,413 from 282,009
Change+404 (+0%)
Value$41.9M (+$9.7M)
Filed 2026-10-23
Equitable Trust Co
DECREASED
Shares282,094 from 288,785
Change-6,691 (-2%)
Value$41.8M (+$8.9M)
Filed 2026-10-13
Intact Investment Management Inc.
INCREASED
Shares276,484 from 229,594
Change+46,890 (+20%)
Value$41.0M (+$14.7M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
DECREASED
Shares241,018 from 258,427
Change-17,409 (-7%)
Value$35.7M (+$6.2M)
Filed 2026-10-28
GF Fund Management Co. Ltd.
DECREASED
Shares240,274 from 246,294
Change-6,020 (-2%)
Value$35.6M (+$7.5M)
Filed 2026-10-26
LBP AM SA
INCREASED
Shares234,449 from 132,992
Change+101,457 (+76%)
Value$34.8M (+$19.6M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
DECREASED
Shares228,484 from 232,855
Change-4,371 (-2%)
Value$33.9M (+$7.4M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares222,321 from 204,958
Change+17,363 (+8%)
Value$33.0M (+$9.6M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares217,592 from 232,617
Change-15,025 (-6%)
Value$32.3K (-$26.5M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW
Shares215,080
Change+215,080
Value$31.9M
Filed 2026-10-16
Bellecapital International Ltd.
DECREASED
Shares212,762 from 213,669
Change-907 (0%)
Value$31.6M (+$7.2M)
Filed 2026-10-21
Maryland State Retirement & Pension System
DECREASED
Shares211,971 from 221,810
Change-9,839 (-4%)
Value$31.4M (+$6.1M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares190,466 from 198,256
Change-7,790 (-4%)
Value$28.3M (+$5.6M)
Filed 2026-10-19
SEB Asset Management AB
INCREASED
Shares184,228 from 180,576
Change+3,652 (+2%)
Value$27.4M (+$6.7M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares184,129 from 212,332
Change-28,203 (-13%)
Value$27.3M (+$3.1M)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares180,786 from 178,473
Change+2,313 (+1%)
Value$26.8M (+$6.4M)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares174,583 from 170,910
Change+3,673 (+2%)
Value$25.9M (+$6.4M)
Filed 2026-11-06
Dana Investment Advisors, Inc.
INCREASED
Shares173,264 from 147,326
Change+25,938 (+18%)
Value$25.7M (+$8.9M)
Filed 2026-11-06
Lyell Wealth Management, LP
INCREASED
Shares169,067 from 167,421
Change+1,646 (+1%)
Value$25.1M (+$6.0M)
Filed 2026-10-30
Baker Avenue Asset Management, LP
INCREASED
Shares167,189 from 165,795
Change+1,394 (+1%)
Value$24.8M (+$5.9M)
Filed 2026-11-06
Welch & Forbes LLC
INCREASED
Shares166,176 from 159,087
Change+7,089 (+4%)
Value$24.6M (+$6.5M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares165,176 from 164,440
Change+736 (+0%)
Value$15.8M (+$4.5M)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares156,521 from 155,965
Change+556 (+0%)
Value$23.2M (+$5.4M)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED
Shares155,920 from 156,520
Change-600 (0%)
Value$23.1K (-$17.8M)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares151,734 from 151,520
Change+214 (+0%)
Value$22.5M (+$5.2M)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares150,189 from 153,586
Change-3,397 (-2%)
Value$22.3M (+$4.7M)
Filed 2026-10-23
Achmea Investment Management B.V.
INCREASED
Shares149,303 from 89,594
Change+59,709 (+67%)
Value$22.2M (+$12.0M)
Filed 2026-10-30
Daiwa Securities Group Inc.
INCREASED
Shares147,943 from 125,637
Change+22,306 (+18%)
Value$21.9M (+$7.6M)
Filed 2026-10-29
Cidel Asset Management Inc
INCREASED
Shares144,011 from 2,368
Change+141,643 (+5982%)
Value$21.4M (+$21.1M)
Filed 2026-10-29
iA Global Asset Management Inc.
DECREASED
Shares139,374 from 142,281
Change-2,907 (-2%)
Value$20.7K (-$16.2M)
Filed 2026-10-29
Sierra Summit Advisors LLC
DECREASED
Shares129,129 from 150,882
Change-21,753 (-14%)
Value$19.1M (+$1.9M)
Filed 2026-10-28
Louisbourg Investments Inc.
DECREASED
Shares120,336 from 153,670
Change-33,334 (-22%)
Value$17.9M (+$342.1K)
Filed 2026-10-20
State of Michigan Retirement System
DECREASED
Shares119,634 from 187,534
Change-67,900 (-36%)
Value$17.7M (-$3.7M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares119,531 from 117,257
Change+2,274 (+2%)
Value$17.7M (+$4.3M)
Filed 2026-11-05
Carnegie Investment Counsel
INCREASED
Shares115,804 from 112,168
Change+3,636 (+3%)
Value$17.2M (+$4.4M)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares113,181 from 104,500
Change+8,681 (+8%)
Value$16.8M (+$4.9M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares110,920 from 103,131
Change+7,789 (+8%)
Value$16.4M (+$4.7M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares108,111 from 106,441
Change+1,670 (+2%)
Value$16.0M (+$3.9M)
Filed 2026-11-06
Capital Investment Services of America, Inc.
INCREASED
Shares107,756 from 103,314
Change+4,442 (+4%)
Value$16.0M (+$4.2M)
Filed 2026-11-02
Nepsis Inc.
DECREASED
Shares106,083 from 107,028
Change-945 (-1%)
Value$15.7M (+$3.5M)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares105,043 from 111,018
Change-5,975 (-5%)
Value$15.6M (+$2.9M)
Filed 2026-10-15
Rakuten Investment Management, Inc.
INCREASED
Shares104,841 from 94,363
Change+10,478 (+11%)
Value$15.5M (+$4.8M)
Filed 2026-10-30
Asset Management One Co., Ltd.
INCREASED
Shares103,952 from 101,804
Change+2,148 (+2%)
Value$15.4M (+$3.8M)
Filed 2026-10-27
Markel Group Inc.
UNCHANGED
Shares102,750 from 102,750
Change0 (0%)
Value$15.2M (+$3.5M)
Filed 2026-10-30
Triasima Portfolio Management inc.
INCREASED
Shares101,965 from 52,977
Change+48,988 (+92%)
Value$15.1M (+$9.1M)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares100,226 from 97,076
Change+3,150 (+3%)
Value$14.9K (-$11.1M)
Filed 2026-11-05
Henry James International Management Inc.
INCREASED
Shares97,550 from 84,572
Change+12,978 (+15%)
Value$14.5M (+$4.8M)
Filed 2026-10-14
Yarbrough Capital, LLC
UNCHANGED
Shares97,488 from 97,488
Change0 (0%)
Value$14.5M (+$3.3M)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares95,779 from 91,569
Change+4,210 (+5%)
Value$14.2M (+$3.7M)
Filed 2026-10-07
Natixis
DECREASED
Shares94,098 from 96,386
Change-2,288 (-2%)
Value$14.0M (+$2.9M)
Filed 2026-11-06
Generali Asset Management SPA SGR
INCREASED
Shares93,324 from 89,676
Change+3,648 (+4%)
Value$19.7M (+$5.1M)
Filed 2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED
Shares92,957 from 92,957
Change0 (0%)
Value$13.8K (-$10.6M)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares90,555 from 86,291
Change+4,264 (+5%)
Value$13.4M (+$3.6M)
Filed 2026-11-04
WT Asset Management Ltd
NEW
Shares90,000
Change+90,000
Value$13.3M
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares89,543 from 38,040
Change+51,503 (+135%)
Value$14.1M (+$9.8M)
Filed 2026-11-04
Covenant Asset Management, LLC
DECREASED
Shares85,056 from 90,675
Change-5,619 (-6%)
Value$12.6M (+$2.3M)
Filed 2026-10-14
AIA Group Ltd
DECREASED
Shares84,905 from 126,853
Change-41,948 (-33%)
Value$12.6M (-$1.9M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares84,000 from 63,304
Change+20,696 (+33%)
Value$12.5M (+$5.2M)
Filed 2026-11-02
Eulav Asset Management
DECREASED
Shares84,000 from 85,000
Change-1,000 (-1%)
Value$12.5M (+$2.8M)
Filed 2026-10-23
UniSuper Management Pty Ltd
INCREASED
Shares83,008 from 60,408
Change+22,600 (+37%)
Value$17.5M (+$7.7M)
Filed 2026-10-26
Franklin Street Advisors Inc
INCREASED
Shares82,779 from 55,255
Change+27,524 (+50%)
Value$12.3M (+$6.0M)
Filed 2026-10-13
Genus Capital Management Inc.
INCREASED
Shares82,040 from 18,867
Change+63,173 (+335%)
Value$12.2M (+$10.0M)
Filed 2026-11-04
Milestone Asset Management, LLC
INCREASED
Shares81,973 from 25,514
Change+56,459 (+221%)
Value$12.2M (+$9.2M)
Filed 2026-10-15
Davis-Rea Ltd.
INCREASED
Shares80,000 from 70,000
Change+10,000 (+14%)
Value$11.9M (+$3.9M)
Filed 2026-10-13
Profund Advisors LLC
DECREASED
Shares77,039 from 84,041
Change-7,002 (-8%)
Value$11.4M (+$1.8M)
Filed 2026-10-29
Louisiana State Employees Retirement System
DECREASED
Shares76,200 from 78,400
Change-2,200 (-3%)
Value$11.3M (+$2.3M)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares73,257 from 86,138
Change-12,881 (-15%)
Value$10.9M (+$1.0M)
Filed 2026-10-16
Candriam S.C.A.
DECREASED
Shares72,709 from 94,634
Change-21,925 (-23%)
Value$10.8M (+$28.6K)
Filed 2026-11-03
Third View Private Wealth, LLC
DECREASED
Shares69,666 from 70,241
Change-575 (-1%)
Value$10.3M (+$2.3M)
Filed 2026-10-30
NorthCrest Asset Manangement, LLC
DECREASED
Shares68,884 from 71,199
Change-2,315 (-3%)
Value$11.3M (+$2.6M)
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares65,000 from 65,800
Change-800 (-1%)
Value$9.7M (+$2.1M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares64,919 from 62,112
Change+2,807 (+5%)
Value$9.6M (+$2.5M)
Filed 2026-11-05
Cornerstone Advisors, LLC
DECREASED
Shares64,668 from 106,449
Change-41,781 (-39%)
Value$9.6M (-$2.6M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares63,358 from 43,078
Change+20,280 (+47%)
Value$9.4M (+$4.5M)
Filed 2026-10-16
Midwest Trust Co
DECREASED
Shares61,789 from 62,515
Change-726 (-1%)
Value$9.2M (+$2.0M)
Filed 2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares60,692 from 62,539
Change-1,847 (-3%)
Value$9.0M (+$1.9M)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares59,907 from 56,203
Change+3,704 (+7%)
Value$8.9M (+$2.5M)
Filed 2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
UNCHANGED
Shares57,053 from 57,053
Change0 (0%)
Value$8.5M (+$1.9M)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares54,625 from 90,302
Change-35,677 (-40%)
Value$8.1M (-$2.2M)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares53,663 from 51,258
Change+2,405 (+5%)
Value$8.0M (+$2.1M)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares53,389 from 53,560
Change-171 (0%)
Value$7.9M (+$1.8M)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares53,227 from 44,719
Change+8,508 (+19%)
Value$7.9M (+$2.8M)
Filed 2026-11-06
Meadowbrook Wealth Management, LLC
DECREASED
Shares53,104 from 54,614
Change-1,510 (-3%)
Value$7.9M (+$1.6M)
Filed 2026-10-08
Hartline Investment Corp/
INCREASED
Shares52,319 from 50,921
Change+1,398 (+3%)
Value$7.8M (+$1.9M)
Filed 2026-10-29
Exane Asset Management
DECREASED
Shares52,180 from 78,325
Change-26,145 (-33%)
Value$8.8M (-$1.4M)
Filed 2026-10-22
Fulcrum Asset Management LLP
INCREASED
Shares51,390 from 46,316
Change+5,074 (+11%)
Value$7.6M (+$2.3M)
Filed 2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED
Shares51,326 from 39,722
Change+11,604 (+29%)
Value$7.6M (+$3.1M)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares49,341 from 49,515
Change-174 (0%)
Value$7.3M (+$1.7M)
Filed 2026-10-26
Maytree Asset Management Ltd
NEW
Shares49,200
Change+49,200
Value$7.3M
Filed 2026-10-29
Diversify Wealth Management, LLC
DECREASED
Shares48,343 from 51,757
Change-3,414 (-7%)
Value$8.6M (+$2.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares48,343 from 51,757
Change-3,414 (-7%)
Value$8.6M (+$2.0M)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares48,229 from 53,622
Change-5,393 (-10%)
Value$7.2M (+$1.0M)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares47,038 from 43,433
Change+3,605 (+8%)
Value$7.0M (+$2.0M)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares45,498 from 46,910
Change-1,412 (-3%)
Value$6.7M (+$1.4M)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares44,581 from 47,444
Change-2,863 (-6%)
Value$6.6M (+$1.2M)
Filed 2026-10-23
Gateway Investment Advisers LLC
DECREASED
Shares43,981 from 44,296
Change-315 (-1%)
Value$6.5M (+$1.5M)
Filed 2026-10-13
Sustainable Growth Advisers, LP
DECREASED
Shares43,896 from 74,128
Change-30,232 (-41%)
Value$6.5M (-$2.0M)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares43,393 from 25,749
Change+17,644 (+69%)
Value$6.4M (+$3.5M)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares42,738 from 42,646
Change+92 (+0%)
Value$7.4M (+$2.5M)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares42,311 from 44,150
Change-1,839 (-4%)
Value$6.3M (+$1.2M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares42,255 from 32,401
Change+9,854 (+30%)
Value$6.3M (+$2.6M)
Filed 2026-10-29
Arthur M. Cohen & Associates, LLC
DECREASED
Shares41,915 from 43,003
Change-1,088 (-3%)
Value$6.2M (+$1.3M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares41,556 from 38,319
Change+3,237 (+8%)
Value$6.2K (-$4.4M)
Filed 2026-10-26
Pembroke Management, LTD
INCREASED
Shares41,215 from 10,584
Change+30,631 (+289%)
Value$6.1M (+$4.9M)
Filed 2026-10-21
SteelPeak Wealth, LLC
DECREASED
Shares40,124 from 46,162
Change-6,038 (-13%)
Value$6.0M (+$679.6K)
Filed 2026-10-16
Bailard, Inc.
UNCHANGED
Shares39,529 from 39,529
Change0 (0%)
Value$5.9M (+$1.3M)
Filed 2026-10-13
Carlson Financial, Inc.
DECREASED
Shares39,168 from 39,730
Change-562 (-1%)
Value$5.8M (+$1.3M)
Filed 2026-11-05
Westside Investment Management, Inc.
DECREASED
Shares38,675 from 39,175
Change-500 (-1%)
Value$5.8M (+$1.3M)
Filed 2026-11-02
Pittenger & Anderson Inc
UNCHANGED
Shares38,565 from 38,565
Change0 (0%)
Value$5.7M (+$1.3M)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares38,188 from 38,767
Change-579 (-1%)
Value$5.7M (+$1.2M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares37,958 from 37,879
Change+79 (+0%)
Value$5.6M (+$1.3M)
Filed 2026-10-15
Sepio Capital, LP
DECREASED
Shares37,355 from 40,855
Change-3,500 (-9%)
Value$5.5M (+$875.1K)
Filed 2026-10-22
Torrey Growth & Income Advisors
DECREASED
Shares36,993 from 37,093
Change-100 (0%)
Value$5.6M (+$1.3M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares36,318 from 37,848
Change-1,530 (-4%)
Value$5.4M (+$1.1M)
Filed 2026-11-05
Kurv Investment Management LLC
INCREASED
Shares36,315 from 12,300
Change+24,015 (+195%)
Value$5.4M (+$4.0M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares35,538 from 37,701
Change-2,163 (-6%)
Value$5.3M (+$965.6K)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
DECREASED
Shares35,019 from 35,063
Change-44 (0%)
Value$5.2M (+$1.2M)
Filed 2026-10-28
PKO Investment Management Joint-Stock Co
DECREASED
Shares34,000 from 40,000
Change-6,000 (-15%)
Value$5.1M (+$497.8K)
Filed 2026-10-19
Union Bancaire Privee, UBP SA
DECREASED
Shares33,474 from 209,933
Change-176,459 (-84%)
Value$4.0M (-$18.9M)
Filed 2026-11-04
Nightview Capital, LLC
NEW
Shares33,180
Change+33,180
Value$4.9M
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares33,176 from 27,714
Change+5,462 (+20%)
Value$4.9M (+$1.8M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares32,699 from 25,139
Change+7,560 (+30%)
Value$4.9M (+$2.0M)
Filed 2026-10-16
Cohen Capital Management, Inc.
UNCHANGED
Shares32,677 from 32,677
Change0 (0%)
Value$4.8M (+$1.1M)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares32,629 from 33,711
Change-1,082 (-3%)
Value$4.8M (+$989.8K)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares32,500 from 40,000
Change-7,500 (-19%)
Value$4.8M (+$252.6K)
Filed 2026-10-20
Azzad Asset Management Inc
DECREASED
Shares32,477 from 32,760
Change-283 (-1%)
Value$4.8M (+$1.1M)
Filed 2026-11-04
Quadrant Capital Group LLC
INCREASED
Shares31,866 from 28,926
Change+2,940 (+10%)
Value$5.6M (+$2.3M)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares31,574 from 29,552
Change+2,022 (+7%)
Value$4.7M (+$1.3M)
Filed 2026-11-05
Three Seasons Wealth, LLC
DECREASED
Shares30,535 from 36,051
Change-5,516 (-15%)
Value$4.5M (+$412.0K)
Filed 2026-11-03
SWS Partners
INCREASED
Shares30,390 from 17,511
Change+12,879 (+74%)
Value$4.5M (+$2.5M)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares30,201 from 32,376
Change-2,175 (-7%)
Value$4.5M (+$782.1K)
Filed 2026-10-22
Weaver Capital Management LLC
DECREASED
Shares30,043 from 54,246
Change-24,203 (-45%)
Value$4.5M (-$2.0M)
Filed 2026-10-15
Kopp Family Office, LLC
INCREASED
Shares29,845 from 11,803
Change+18,042 (+153%)
Value$1.8M (+$408.9K)
Filed 2026-10-21
Plato Investment Management Ltd
INCREASED
Shares29,363 from 26,533
Change+2,830 (+11%)
Value$4.4M (+$1.4M)
Filed 2026-11-05
Ascent Wealth Partners, LLC
DECREASED
Shares28,901 from 28,996
Change-95 (0%)
Value$4.3M (+$975.3K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
INCREASED
Shares28,804 from 27,934
Change+870 (+3%)
Value$4.3M (+$1.1M)
Filed 2026-11-02
Boyd Watterson Asset Management LLC
INCREASED
Shares28,020 from 27,753
Change+267 (+1%)
Value$4.2M (+$986.5K)
Filed 2026-11-06
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares27,851 from 1,456
Change+26,395 (+1813%)
Value$4.1M (+$4.0M)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares27,408 from 28,597
Change-1,189 (-4%)
Value$4.1M (+$799.4K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares27,402 from 32,836
Change-5,434 (-17%)
Value$4.1M (+$314.5K)
Filed 2026-10-28
Legal Advantage Investments, Inc.
INCREASED
Shares27,360 from 26,360
Change+1,000 (+4%)
Value$4.1M (+$1.0M)
Filed 2026-10-13
Baer Investment Advisory LLC
INCREASED
Shares27,124 from 16,629
Change+10,495 (+63%)
Value$4.0M (+$2.0M)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares26,397 from 44,610
Change-18,213 (-41%)
Value$3.9M (-$1.3M)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares26,082 from 24,559
Change+1,523 (+6%)
Value$3.9M (+$1.1M)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED
Shares25,917 from 26,017
Change-100 (0%)
Value$3.8M (+$872.9K)
Filed 2026-10-27
Ethic Inc.
INCREASED
Shares25,702 from 19,004
Change+6,698 (+35%)
Value$3.8M (+$1.6M)
Filed 2026-11-03
Gibbs Wealth Management
INCREASED
Shares25,296 from 23,760
Change+1,536 (+6%)
Value$3.8M (+$1.0M)
Filed 2026-10-22
Portside Wealth Group, LLC
DECREASED
Shares25,197 from 33,646
Change-8,449 (-25%)
Value$3.7M (-$105.0K)
Filed 2026-10-20
Clean Yield Group
INCREASED
Shares25,072 from 23,329
Change+1,743 (+7%)
Value$3.7M (+$1.1M)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares24,822 from 17,693
Change+7,129 (+40%)
Value$2.8M (+$814.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares24,657 from 23,151
Change+1,506 (+7%)
Value$3.7M (+$860.3K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares24,477 from 20,606
Change+3,871 (+19%)
Value$3.6M (+$1.3M)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
DECREASED
Shares24,264 from 27,361
Change-3,097 (-11%)
Value$3.6M (+$474.3K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
INCREASED
Shares24,205 from 20,436
Change+3,769 (+18%)
Value$3.6M (+$1.3M)
Filed 2026-11-06
Asset One Wealth Management LLC
INCREASED
Shares24,060 from 23,991
Change+69 (+0%)
Value$3.6M (+$604.0K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares24,006 from 22,949
Change+1,057 (+5%)
Value$3.6M (+$939.8K)
Filed 2026-10-15
Laurion Capital Management LP
NEW
Shares23,639
Change+23,639
Value$3.5M
Filed 2026-10-30
Blue Jean Financial LLC
NEW
Shares23,481
Change+23,481
Value$3.5M
Filed 2026-10-20
Central Pacific Bank - Trust Division
INCREASED
Shares23,306 from 20,766
Change+2,540 (+12%)
Value$3.5M (+$1.1M)
Filed 2026-10-06
Larson Financial Group LLC
INCREASED
Shares23,268 from 15,432
Change+7,836 (+51%)
Value$3.5M (+$1.7M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares23,251 from 15,258
Change+7,993 (+52%)
Value$3.4M (+$1.7M)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares23,135 from 22,138
Change+997 (+5%)
Value$3.4M (+$903.2K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares23,034 from 23,805
Change-771 (-3%)
Value$3.4M (+$697.9K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares22,860 from 23,428
Change-568 (-2%)
Value$3.4M (+$715.0K)
Filed 2026-11-03
Investment Insight Wealth Management, LLC
DECREASED
Shares22,805 from 22,915
Change-110 (0%)
Value$3.4M (+$765.5K)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares22,676 from 22,676
Change0 (0%)
Value$3.4M (+$773.7K)
Filed 2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares22,464 from 24,753
Change-2,289 (-9%)
Value$3.3M (+$505.1K)
Filed 2026-10-22
Montrusco Bolton Investments Inc.
DECREASED
Shares22,449 from 23,843
Change-1,394 (-6%)
Value$3.3M (+$608.2K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
DECREASED
Shares22,389 from 24,586
Change-2,197 (-9%)
Value$3.3M (+$513.1K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares22,273 from 22,321
Change-48 (0%)
Value$3.3M (+$755.0K)
Filed 2026-10-23
Cigna Investments Inc
DECREASED
Shares21,846 from 22,197
Change-351 (-2%)
Value$3.2K (-$2.5M)
Filed 2026-10-19
Sterling Capital Management LLC
DECREASED
Shares21,814 from 22,632
Change-818 (-4%)
Value$3.2M (+$650.9K)
Filed 2026-10-22
Atala Financial Inc
INCREASED
Shares21,804 from 20,580
Change+1,224 (+6%)
Value$3.2M (+$883.7K)
Filed 2026-10-22
VestGen Advisors, LLC
INCREASED
Shares21,613 from 11,804
Change+9,809 (+83%)
Value$3.2M (+$1.9M)
Filed 2026-10-27
Brighton Jones LLC
DECREASED
Shares21,487 from 22,263
Change-776 (-3%)
Value$3.2M (+$644.6K)
Filed 2026-11-03
Certuity, LLC
DECREASED
Shares21,450 from 23,975
Change-2,525 (-11%)
Value$3.1M (+$397.8K)
Filed 2026-11-02
Compass Wealth Management LLC
INCREASED
Shares20,624 from 18,982
Change+1,642 (+9%)
Value$3.1M (+$891.2K)
Filed 2026-10-22
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares20,500 from 20,500
Change0 (0%)
Value$3.0M (+$699.5K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares20,338 from 22,073
Change-1,735 (-8%)
Value$3.0M (+$495.8K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares20,079 from 21,385
Change-1,306 (-6%)
Value$3.0M (+$536.0K)
Filed 2026-10-13
BetterWealth, LLC
INCREASED
Shares19,947 from 18,317
Change+1,630 (+9%)
Value$3.0M (+$866.7K)
Filed 2026-10-15
Alps Advisors Inc
DECREASED
Shares19,815 from 20,445
Change-630 (-3%)
Value$2.9M (+$604.2K)
Filed 2026-11-03
Icici Prudential Asset Management Co Ltd
DECREASED
Shares19,723 from 20,168
Change-445 (-2%)
Value$2.9M (+$622.1K)
Filed 2026-11-06
Weinberger Asset Management, Inc
UNCHANGED
Shares19,665 from 19,665
Change0 (0%)
Value$2.9M (+$612.6K)
Filed 2026-10-28
Grove Bank & Trust
DECREASED
Shares19,420 from 20,730
Change-1,310 (-6%)
Value$2.9M (+$513.0K)
Filed 2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares19,373 from 19,373
Change0 (0%)
Value$2.2M ($0)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares19,222 from 20,865
Change-1,643 (-8%)
Value$2.9M (+$468.3K)
Filed 2026-10-14
Verdence Capital Advisors LLC
DECREASED
Shares18,661 from 18,751
Change-90 (0%)
Value$2.8M (+$626.4K)
Filed 2026-10-26
Fisher Asset Management, LLC
DECREASED
Shares18,411 from 23,012
Change-4,601 (-20%)
Value$2.7M (+$103.0K)
Filed 2026-11-06
Titiun Yejiel
NEW
Shares18,010
Change+18,010
Value$2.7M
Filed 2026-11-06
Moran Wealth Management, LLC
INCREASED
Shares17,674 from 16,266
Change+1,408 (+9%)
Value$2.6M (+$763.8K)
Filed 2026-10-22
Gables Capital Management Inc.
DECREASED
Shares17,345 from 17,475
Change-130 (-1%)
Value$2.6M (+$577.0K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares17,294 from 19,821
Change-2,527 (-13%)
Value$2.6M (+$301.6K)
Filed 2026-10-08
Cypress Wealth Services, LLC
DECREASED
Shares17,169 from 17,217
Change-48 (0%)
Value$2.8M (+$857.4K)
Filed 2026-10-21
Nilsine Partners, LLC
INCREASED
Shares16,981 from 16,959
Change+22 (+0%)
Value$2.5M (+$581.9K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares16,890 from 18,414
Change-1,524 (-8%)
Value$2.5M (+$402.7K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares16,837 from 2,063
Change+14,774 (+716%)
Value$2.5M (+$2.3M)
Filed 2026-10-09
Putney Financial Group LLC
DECREASED
Shares16,640 from 17,054
Change-414 (-2%)
Value$2.5M (+$520.5K)
Filed 2026-10-30
Midwest Professional Planners, Ltd.
INCREASED
Shares16,361 from 15,606
Change+755 (+5%)
Value$2.4M (+$644.5K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares16,252 from 8,789
Change+7,463 (+85%)
Value$2.4M (+$1.4M)
Filed 2026-10-16
Cap Partners, LLC
DECREASED
Shares16,089 from 18,175
Change-2,086 (-11%)
Value$2.4M (+$310.8K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares16,058 from 12,003
Change+4,055 (+34%)
Value$2.4M (+$1.0M)
Filed 2026-10-23
Uhlmann Price Securities, LLC
DECREASED
Shares15,902 from 15,998
Change-96 (-1%)
Value$2.4M (+$531.6K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares15,843 from 15,445
Change+398 (+3%)
Value$2.3M (+$586.0K)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares15,416 from 16,441
Change-1,025 (-6%)
Value$2.3M (+$409.0K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
DECREASED
Shares15,115 from 20,115
Change-5,000 (-25%)
Value$2.1M (-$247.5K)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares15,014 from 11,384
Change+3,630 (+32%)
Value$2.2M (+$926.8K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares15,006 from 14,717
Change+289 (+2%)
Value$2.2M (+$544.7K)
Filed 2026-11-06
Harrell Investment Partners, LLC
DECREASED
Shares14,974 from 15,121
Change-147 (-1%)
Value$2.2M (+$494.1K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares14,930 from 15,640
Change-710 (-5%)
Value$2.2M (+$428.3K)
Filed 2026-10-21
Rare Wolf Capital LLC
DECREASED
Shares14,878 from 17,466
Change-2,588 (-15%)
Value$2.2M (+$212.1K)
Filed 2026-10-20
Level Four Advisory Services, LLC
DECREASED
Shares14,801 from 15,881
Change-1,080 (-7%)
Value$2.2M (+$381.7K)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares14,736 from 14,547
Change+189 (+1%)
Value$2.2M (+$524.4K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares14,666 from 17,554
Change-2,888 (-16%)
Value$2.2K (-$2.0M)
Filed 2026-10-22
Colorado Capital Management, Inc.
UNCHANGED
Shares14,550 from 14,550
Change0 (0%)
Value$2.2K (+$497)
Filed 2026-10-15
DB&C Advisors, LLC
DECREASED
Shares14,466 from 14,666
Change-200 (-1%)
Value$2.1M (+$470.7K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares14,388 from 15,276
Change-888 (-6%)
Value$2.4M (+$716.1K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares14,020 from 23,152
Change-9,132 (-39%)
Value$2.1M (-$564.3K)
Filed 2026-10-15
Midway Capital Research & Management
INCREASED
Shares14,008 from 13,943
Change+65 (+0%)
Value$2.1M (+$485.4K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares13,862
Change+13,862
Value$2.1M
Filed 2026-10-28
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares13,724 from 13,865
Change-141 (-1%)
Value$2.3M (+$612.9K)
Filed 2026-10-19
Investment House LLC
INCREASED
Shares13,679 from 5,640
Change+8,039 (+143%)
Value$2.0M (+$1.4M)
Filed 2026-10-21
Malaga Cove Capital, LLC
DECREASED
Shares13,660 from 15,354
Change-1,694 (-11%)
Value$2.0M (+$272.7K)
Filed 2026-10-23
Corrado Advisors, LLC
UNCHANGED
Shares13,400 from 13,400
Change0 (0%)
Value$2.0M (+$457.2K)
Filed 2026-10-27
Nvwm, LLC
DECREASED
Shares13,133 from 13,356
Change-223 (-2%)
Value$1.9M (+$422.6K)
Filed 2026-10-14
Parnassus Investments, LLC
INCREASED
Shares13,013 from 12,157
Change+856 (+7%)
Value$1.9M (+$541.7K)
Filed 2026-10-22
Guardian Partners Inc.
INCREASED
Shares12,965 from 10,945
Change+2,020 (+18%)
Value$1.9M (+$674.3K)
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares12,924 from 12,715
Change+209 (+2%)
Value$1.9M (+$464.8K)
Filed 2026-10-15
Regions Financial Corp
INCREASED
Shares12,851 from 6,349
Change+6,502 (+102%)
Value$1.9M (+$1.2M)
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares12,758 from 14,475
Change-1,717 (-12%)
Value$1.9M (+$239.3K)
Filed 2026-10-06
SAX Wealth Advisors, LLC
INCREASED
Shares12,756 from 8,799
Change+3,957 (+45%)
Value$1.9M (+$848.0K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares12,715 from 11,015
Change+1,700 (+15%)
Value$1.9M (+$627.9K)
Filed 2026-10-21
Sustainable Insight Capital Management, LLC
INCREASED
Shares12,600 from 4,800
Change+7,800 (+163%)
Value$1.9M (+$1.3M)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares12,589 from 12,529
Change+60 (+0%)
Value$1.9M (+$436.3K)
Filed 2026-10-13
Blue Capital, Inc.
INCREASED
Shares12,512 from 8,482
Change+4,030 (+48%)
Value$1.9M (+$887.1K)
Filed 2026-10-13
Oak Harvest Investment Services
NEW
Shares12,500
Change+12,500
Value$1.9M
Filed 2026-10-20
WealthCare Asset Management, LLC
DECREASED
Shares12,358 from 18,044
Change-5,686 (-32%)
Value$1.8M (-$227.6K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares12,243 from 12,415
Change-172 (-1%)
Value$1.8M (+$398.1K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares12,147 from 11,492
Change+655 (+6%)
Value$1.8M (+$489.2K)
Filed 2026-10-14
Montag A & Associates Inc
DECREASED
Shares12,100 from 17,004
Change-4,904 (-29%)
Value$1.8M (-$147.1K)
Filed 2026-10-29
Cooper Financial Group
INCREASED
Shares11,974 from 10,042
Change+1,932 (+19%)
Value$1.8M (+$629.1K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares11,708 from 11,434
Change+274 (+2%)
Value$1.7M (+$430.8K)
Filed 2026-10-27
Highland Capital Management, LLC
DECREASED
Shares11,640 from 12,090
Change-450 (-4%)
Value$1.7M (+$345.8K)
Filed 2026-10-26
Stableford Capital II LLC
DECREASED
Shares11,633 from 11,814
Change-181 (-2%)
Value$1.7M (+$376.3K)
Filed 2026-10-09
Earned Wealth Advisors, LLC
INCREASED
Shares11,526 from 11,241
Change+285 (+3%)
Value$1.7M (+$425.9K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
DECREASED
Shares11,426 from 11,823
Change-397 (-3%)
Value$1.7M (+$344.5K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares11,358 from 11,323
Change+35 (+0%)
Value$1.7M (+$391.5K)
Filed 2026-11-04
Advisory Resource Group
DECREASED
Shares11,261 from 11,619
Change-358 (-3%)
Value$1.7M (+$343.4K)
Filed 2026-10-26
Element Pointe Advisors, LLC
DECREASED
Shares11,101 from 11,220
Change-119 (-1%)
Value$1.6M (+$365.2K)
Filed 2026-10-21
CenterBook Partners LP
NEW
Shares11,094
Change+11,094
Value$1.6M
Filed 2026-11-02
Doliver Advisors, LP
DECREASED
Shares11,079 from 11,158
Change-79 (-1%)
Value$1.6M (+$369.0K)
Filed 2026-10-01
Cypress Capital, LLC
DECREASED
Shares11,040 from 11,041
Change-1 (0%)
Value$1.6M (+$376.6K)
Filed 2026-10-20
Strong Retirement Solutions LLC
DECREASED
Shares11,018 from 11,025
Change-7 (0%)
Value$1.6M (+$375.1K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,975 from 10,098
Change+877 (+9%)
Value$1.6M (+$474.6K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
INCREASED
Shares10,839 from 3,787
Change+7,052 (+186%)
Value$1.6M (+$1.2M)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares10,836
Change+10,836
Value$1.6M
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares10,805 from 12,476
Change-1,671 (-13%)
Value$1.6M (+$177.9K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares10,750 from 11,424
Change-674 (-6%)
Value$1.6M (+$289.8K)
Filed 2026-10-23
Calamos Wealth Management LLC
INCREASED
Shares10,722 from 8,295
Change+2,427 (+29%)
Value$1.6M (+$643.0K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares10,717 from 11,217
Change-500 (-4%)
Value$1.6M (+$308.6K)
Filed 2026-11-03
Natural Investments, LLC
DECREASED
Shares10,698 from 13,600
Change-2,902 (-21%)
Value$1.6M (+$34.5K)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
INCREASED
Shares10,673 from 10,661
Change+12 (+0%)
Value$1.6M (+$365.5K)
Filed 2026-10-16
Eleva Capital SAS
NEW
Shares10,663
Change+10,663
Value$1.6M
Filed 2026-10-06
Northbridge Financial Group, LLC
INCREASED
Shares10,650 from 10,538
Change+112 (+1%)
Value$1.8M (+$548.1K)
Filed 2026-11-05
Wellington Grp LLC
INCREASED
Shares10,610 from 6,821
Change+3,789 (+56%)
Value$1.6M (+$794.6K)
Filed 2026-11-06
Investment Research & Advisory Group, Inc.
DECREASED
Shares10,546 from 10,823
Change-277 (-3%)
Value$1.6M (+$328.2K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares10,325 from 10,725
Change-400 (-4%)
Value$1.5M (+$306.6K)
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares10,270 from 10,302
Change-32 (0%)
Value$1.5M (+$346.8K)
Filed 2026-10-15
Schorn Wealth LLC
UNCHANGED
Shares10,227 from 10,227
Change0 (0%)
Value$1.5M (+$348.9K)
Filed 2026-10-14
Interchange Capital Partners, LLC
DECREASED
Shares10,019 from 10,357
Change-338 (-3%)
Value$1.5M (+$303.5K)
Filed 2026-10-28
Maxi Investments CY Ltd
NEW
Shares10,000
Change+10,000
Value$2.1K
Filed 2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED
Shares9,984 from 10,825
Change-841 (-8%)
Value$1.9M (+$277.2K)
Filed 2026-10-29
PDS Planning, Inc
INCREASED
Shares9,952 from 9,535
Change+417 (+4%)
Value$1.5M (+$387.2K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED
Shares9,922 from 10,106
Change-184 (-2%)
Value$1.5M (+$317.5K)
Filed 2026-10-05
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares9,819 from 9,667
Change+152 (+2%)
Value$1.5M (+$352.4K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares9,804 from 9,731
Change+73 (+1%)
Value$1.5M (+$342.8K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares9,737 from 9,737
Change0 (0%)
Value$1.4M (+$332.2K)
Filed 2026-10-22
Royal Fund Management, LLC
DECREASED
Shares9,676 from 38,226
Change-28,550 (-75%)
Value$1.4M (-$2.9M)
Filed 2026-10-22
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares9,645 from 7,394
Change+2,251 (+30%)
Value$1.4M (+$586.1K)
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares9,533 from 16,923
Change-7,390 (-44%)
Value$1.4M (-$518.5K)
Filed 2026-10-28
Clark Asset Management, LLC
INCREASED
Shares9,507 from 2,006
Change+7,501 (+374%)
Value$1.4M (+$1.2M)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares9,492 from 10,122
Change-630 (-6%)
Value$1.4M (+$251.9K)
Filed 2026-10-08
Watershed Private Wealth LLC
DECREASED
Shares9,480 from 13,130
Change-3,650 (-28%)
Value$1.4M (-$93.3K)
Filed 2026-10-30
Harrington Investments, Inc
INCREASED
Shares9,467 from 8,762
Change+705 (+8%)
Value$1.4M (+$403.5K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares9,318 from 9,341
Change-23 (0%)
Value$1.4M (+$315.3K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares9,224
Change+9,224
Value$1.4M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares9,224 from 9,141
Change+83 (+1%)
Value$1.4M (+$324.2K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares9,212 from 7,037
Change+2,175 (+31%)
Value$1.4M (+$562.7K)
Filed 2026-10-13
Cache Advisors, LLC
UNCHANGED
Shares9,193 from 9,193
Change0 (0%)
Value$1.9M (+$889.3K)
Filed 2026-10-16
Tuttle Capital Management, LLC
NEW
Shares9,171
Change+9,171
Value$1.4M
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares9,105 from 10,930
Change-1,825 (-17%)
Value$1.4M (+$102.3K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
DECREASED
Shares9,060 from 10,382
Change-1,322 (-13%)
Value$1.3M (+$158.2K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares8,949 from 8,949
Change0 (0%)
Value$1.3M (+$305.3K)
Filed 2026-10-16
Confluence Investment Management LLC
INCREASED
Shares8,904 from 8,814
Change+90 (+1%)
Value$1.3M (+$314.1K)
Filed 2026-10-01
Wealth Management Partners, LLC
DECREASED
Shares8,900 from 9,585
Change-685 (-7%)
Value$1.3M (+$225.5K)
Filed 2026-10-21
Valmark Advisers, Inc.
DECREASED
Shares8,879 from 10,547
Change-1,668 (-16%)
Value$1.3M (+$112.5K)
Filed 2026-11-06
Kennedy Investment Group, Inc.
UNCHANGED
Shares8,869 from 8,869
Change0 (0%)
Value$1.3M (+$302.6K)
Filed 2026-10-21
BLB&B Advisors, LLC
UNCHANGED
Shares8,815 from 8,815
Change0 (0%)
Value$1.3M (+$300.8K)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares8,809 from 8,225
Change+584 (+7%)
Value$1.3M (+$367.2K)
Filed 2026-11-04
Katamaran Capital LLP
NEW
Shares8,784
Change+8,784
Value$1.3M
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares8,774 from 7,532
Change+1,242 (+16%)
Value$1.3M (+$441.2K)
Filed 2026-10-22
J.Safra Asset Management Corp
INCREASED
Shares8,751 from 7,967
Change+784 (+10%)
Value$1.3M (+$388.1K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares8,703 from 8,243
Change+460 (+6%)
Value$1.3M (+$349.5K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares8,544 from 8,544
Change0 (0%)
Value$1.3M (+$291.5K)
Filed 2026-11-05
Jackson Square Capital, LLC
NEW
Shares8,515
Change+8,515
Value$1.3M
Filed 2026-10-19
Woodstock Corp
UNCHANGED
Shares8,475 from 8,475
Change0 (0%)
Value$1.3M (+$289.2K)
Filed 2026-10-13
Grant Private Wealth Management Inc
DECREASED
Shares8,474 from 8,974
Change-500 (-6%)
Value$1.3M (+$232.0K)
Filed 2026-10-19
Diversified Trust Co
INCREASED
Shares8,439 from 8,138
Change+301 (+4%)
Value$1.3M (+$322.3K)
Filed 2026-11-06
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,334 from 7,944
Change+390 (+5%)
Value$1.2M (+$328.9K)
Filed 2026-10-26
River Street Advisors LLC
UNCHANGED
Shares8,299 from 8,299
Change0 (0%)
Value$1.2M (+$283.2K)
Filed 2026-10-22
Zullo Investment Group, Inc.
DECREASED
Shares8,298 from 8,434
Change-136 (-2%)
Value$1.2M (+$267.6K)
Filed 2026-10-20
Gen-Wealth Partners Inc
INCREASED
Shares8,292 from 6,114
Change+2,178 (+36%)
Value$1.2M (+$531.6K)
Filed 2026-11-04
Y.D. More Investments Ltd
INCREASED
Shares8,115 from 3,117
Change+4,998 (+160%)
Value$1.2M (+$847.6K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
INCREASED
Shares8,065 from 6,416
Change+1,649 (+26%)
Value$1.2M (+$463.5K)
Filed 2026-10-07
Perigon Wealth Management, LLC
INCREASED
Shares8,054 from 8,017
Change+37 (+0%)
Value$1.2M (+$279.0K)
Filed 2026-10-22
Jacksonville Wealth Management, LLC
UNCHANGED
Shares8,015 from 8,015
Change0 (0%)
Value$1.2M (+$273.5K)
Filed 2026-10-30
RMR Wealth Builders
INCREASED
Shares8,008 from 7,543
Change+465 (+6%)
Value$1.2M (+$326.3K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
INCREASED
Shares7,935 from 7,895
Change+40 (+1%)
Value$1.2M (+$275.3K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
INCREASED
Shares7,817 from 7,746
Change+71 (+1%)
Value$1.2M (+$274.8K)
Filed 2026-11-05
Roman Butler Fullerton & Co
INCREASED
Shares7,806 from 7,063
Change+743 (+11%)
Value$1.3M (+$454.4K)
Filed 2026-10-27
Regatta Capital Group, LLC
INCREASED
Shares7,760 from 6,953
Change+807 (+12%)
Value$1.2M (+$356.9K)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
INCREASED
Shares7,752 from 7,693
Change+59 (+1%)
Value$1.1M (+$271.2K)
Filed 2026-11-03
Kesler, Norman & Wride, LLC
DECREASED
Shares7,683 from 7,945
Change-262 (-3%)
Value$1.1M (+$232.2K)
Filed 2026-11-06
Coastline Trust Co
DECREASED
Shares7,611 from 9,665
Change-2,054 (-21%)
Value$1.1M (+$25.2K)
Filed 2026-10-01
Advisor OS, LLC
INCREASED
Shares7,581 from 7,096
Change+485 (+7%)
Value$1.1M (+$314.0K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
INCREASED
Shares7,563 from 7,498
Change+65 (+1%)
Value$1.1M (+$209.6K)
Filed 2026-11-02
TFB Advisors LLC
INCREASED
Shares7,558 from 6,590
Change+968 (+15%)
Value$1.1M (+$368.4K)
Filed 2026-11-02
TFC Financial Management, Inc.
UNCHANGED
Shares7,536 from 7,536
Change0 (0%)
Value$1.1M (+$257.1K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
DECREASED
Shares7,517 from 8,356
Change-839 (-10%)
Value$1.3M (+$300.4K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares7,414 from 6,932
Change+482 (+7%)
Value$1.1M (+$308.0K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares7,398 from 7,073
Change+325 (+5%)
Value$1.1M (+$289.5K)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares7,359 from 7,321
Change+38 (+1%)
Value$1.1M (+$255.4K)
Filed 2026-11-03
Everhart Financial Group, Inc.
DECREASED
Shares7,312 from 7,313
Change-1 (0%)
Value$1.1M (+$249.4K)
Filed 2026-10-08
Moneco Advisors, LLC
DECREASED
Shares7,251 from 7,331
Change-80 (-1%)
Value$1.1M (+$238.3K)
Filed 2026-11-05
Cabot Wealth Management Inc
DECREASED
Shares7,217 from 7,725
Change-508 (-7%)
Value$1.1M (+$188.2K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares7,195 from 5,653
Change+1,542 (+27%)
Value$1.1M (+$421.6K)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares7,170 from 7,170
Change0 (0%)
Value$1.1M (+$244.6K)
Filed 2026-10-05
United Bank
NEW
Shares7,135
Change+7,135
Value$1.1M
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,116 from 5,269
Change+1,847 (+35%)
Value$1.1M (+$453.5K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares7,111 from 9,725
Change-2,614 (-27%)
Value$1.1M (-$55.8K)
Filed 2026-10-09
Harbour Capital Advisors, LLC
INCREASED
Shares7,105 from 6,885
Change+220 (+3%)
Value$1.1M (+$210.0K)
Filed 2026-10-13
Keystone Wealth Services, LLC
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$1.1M (+$241.8K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,066 from 6,521
Change+545 (+8%)
Value$1.0M (+$303.3K)
Filed 2026-10-22
Formuepleje A/S
NEW
Shares7,028
Change+7,028
Value$1.5M
Filed 2026-10-15
180 Wealth Advisors, LLC
INCREASED
Shares7,026 from 6,902
Change+124 (+2%)
Value$1.0M (+$253.9K)
Filed 2026-11-03
CWA Asset Management Group, LLC
DECREASED
Shares7,015 from 7,536
Change-521 (-7%)
Value$1.0M (+$179.9K)
Filed 2026-10-19
Kercheville Advisors, LLC
INCREASED
Shares7,000 from 6,130
Change+870 (+14%)
Value$1.0M (+$338.2K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,988 from 3,883
Change+3,105 (+80%)
Value$1.0M (+$593.0K)
Filed 2026-10-27
Focused Wealth Management, Inc
DECREASED
Shares6,788 from 6,888
Change-100 (-1%)
Value$1.0M (+$220.2K)
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED
Shares6,758 from 7,035
Change-277 (-4%)
Value$1.0M (+$199.0K)
Filed 2026-11-03
Nadler Financial Group, Inc.
UNCHANGED
Shares6,689 from 6,689
Change0 (0%)
Value$992.0K (+$228.2K)
Filed 2026-10-23
71 West Capital Partners
DECREASED
Shares6,596 from 6,640
Change-44 (-1%)
Value$978.2K (+$220.0K)
Filed 2026-11-04
Congress Park Capital LLC
DECREASED
Shares6,475 from 8,475
Change-2,000 (-24%)
Value$960.2K (-$7.4K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
DECREASED
Shares6,475 from 7,243
Change-768 (-11%)
Value$960.3K (+$133.3K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED
Shares6,448 from 6,321
Change+127 (+2%)
Value$956.2K (+$234.5K)
Filed 2026-10-23
Lake Street Private Wealth, LLC
DECREASED
Shares6,417 from 6,580
Change-163 (-2%)
Value$951.6K (+$200.3K)
Filed 2026-10-22
TBH Global Asset Management, LLC
INCREASED
Shares6,369 from 6,361
Change+8 (+0%)
Value$944.6K (+$218.2K)
Filed 2026-11-03
SLT Holdings LLC
DECREASED
Shares6,366 from 6,906
Change-540 (-8%)
Value$944.1K (+$155.6K)
Filed 2026-10-15
Lantern Wealth Advisors, LLC
INCREASED
Shares6,350 from 5,950
Change+400 (+7%)
Value$941.7K (+$262.3K)
Filed 2026-10-22
NBH Bank
INCREASED
Shares6,322 from 6,317
Change+5 (+0%)
Value$937.6K (+$216.3K)
Filed 2026-11-05
Equity Wealth Partners, LLC
DECREASED
Shares6,317 from 6,615
Change-298 (-4%)
Value$936.8K (+$181.5K)
Filed 2026-10-26
MCF Advisors LLC
INCREASED
Shares6,253 from 6,224
Change+29 (+0%)
Value$927.3K (+$216.7K)
Filed 2026-10-28
WMS Group LLC
DECREASED
Shares6,205 from 6,303
Change-98 (-2%)
Value$920.2K (+$200.5K)
Filed 2026-11-06
Clay Northam Wealth Management, LLC
INCREASED
Shares6,196 from 5,796
Change+400 (+7%)
Value$918.9K (+$257.1K)
Filed 2026-10-13
Garner Asset Management Corp
DECREASED
Shares6,184 from 6,326
Change-142 (-2%)
Value$1.0M (+$317.7K)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares6,181 from 5,906
Change+275 (+5%)
Value$916.7K (+$242.3K)
Filed 2026-10-30
Segment Wealth Management, LLC
INCREASED
Shares6,146 from 6,013
Change+133 (+2%)
Value$911.5K (+$224.9K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares6,123 from 5,324
Change+799 (+15%)
Value$908.1K (+$300.2K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares6,103 from 6,143
Change-40 (-1%)
Value$905.1K (+$203.7K)
Filed 2026-10-23
Shepherd Street Advisors LLC
INCREASED
Shares6,068 from 4,028
Change+2,040 (+51%)
Value$1.0M (+$539.1K)
Filed 2026-10-21
Miller Financial Services LLC
DECREASED
Shares6,027 from 6,031
Change-4 (0%)
Value$893.8K (+$205.2K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares6,016 from 6,022
Change-6 (0%)
Value$892.2K (+$204.6K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares5,978 from 5,903
Change+75 (+1%)
Value$886.5K (+$212.5K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares5,964 from 6,813
Change-849 (-12%)
Value$884.5K (+$106.6K)
Filed 2026-11-03
Sapient Capital LLC
INCREASED
Shares5,923 from 5,863
Change+60 (+1%)
Value$878.4K (+$208.9K)
Filed 2026-10-08
Soltis Investment Advisors LLC
DECREASED
Shares5,893 from 6,184
Change-291 (-5%)
Value$874.0K (+$167.9K)
Filed 2026-10-28
LVW Advisors, LLC
INCREASED
Shares5,875 from 4,994
Change+881 (+18%)
Value$871.3K (+$301.0K)
Filed 2026-10-19
Seelaus Asset Management LLC
INCREASED
Shares5,865 from 5,050
Change+815 (+16%)
Value$869.8K (+$293.2K)
Filed 2026-10-14
Breakwater Capital Group
INCREASED
Shares5,805 from 5,511
Change+294 (+5%)
Value$860.9K (+$231.7K)
Filed 2026-10-09
Henshaw Capital LLC
UNCHANGED
Shares5,797 from 5,797
Change0 (0%)
Value$859.7K (+$197.8K)
Filed 2026-11-03
WD Rutherford LLC
DECREASED
Shares5,794 from 11,141
Change-5,347 (-48%)
Value$859.3K (-$412.8K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
INCREASED
Shares5,794 from 3,591
Change+2,203 (+61%)
Value$933.7K (+$523.7K)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares5,729 from 8,267
Change-2,538 (-31%)
Value$849.6K (-$94.2K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares5,637 from 4,652
Change+985 (+21%)
Value$836.0K (+$304.8K)
Filed 2026-10-20
Adell Harriman & Carpenter Inc
NEW
Shares5,618
Change+5,618
Value$833.1K
Filed 2026-11-02
BKM Wealth Management, LLC
NEW
Shares5,554
Change+5,554
Value$823.7K
Filed 2026-10-22
Perpetual Ltd
DECREASED
Shares5,553 from 7,996
Change-2,443 (-31%)
Value$823.5K (-$89.5K)
Filed 2026-10-13
Kornitzer Capital Management Inc
DECREASED
Shares5,506 from 8,821
Change-3,315 (-38%)
Value$816.5K (-$190.6K)
Filed 2026-11-03
Clearwave Capital, LLC
UNCHANGED
Shares5,448 from 5,448
Change0 (0%)
Value$807.9K (+$185.9K)
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares5,378 from 5,366
Change+12 (+0%)
Value$797.6K (+$184.9K)
Filed 2026-10-22
Naples Global Advisors, LLC
INCREASED
Shares5,366 from 4,654
Change+712 (+15%)
Value$795.8K (+$264.4K)
Filed 2026-11-05
National Wealth Management Group, LLC
DECREASED
Shares5,366 from 5,551
Change-185 (-3%)
Value$795.8K (+$162.0K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares5,316 from 5,236
Change+80 (+2%)
Value$788.4K (+$190.5K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares5,308 from 1,079
Change+4,229 (+392%)
Value$787.2K (+$664.0K)
Filed 2026-10-30
Lazari Capital Management, Inc.
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$783.9K (+$180.4K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares5,274 from 5,385
Change-111 (-2%)
Value$782.1K (+$167.3K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares5,271 from 7,020
Change-1,749 (-25%)
Value$781.7K (-$19.8K)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares5,263 from 10,253
Change-4,990 (-49%)
Value$781.2K (-$391.1K)
Filed 2026-10-28
Three Magnolias Financial Advisors, LLC
DECREASED
Shares5,258 from 6,258
Change-1,000 (-16%)
Value$779.8K (+$65.2K)
Filed 2026-10-14
Rede Wealth, LLC
DECREASED
Shares5,096 from 5,262
Change-166 (-3%)
Value$755.7K (+$154.9K)
Filed 2026-10-22
Leonteq Securities AG
DECREASED
Shares5,094 from 9,692
Change-4,598 (-47%)
Value$855.3K (-$302.3K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares5,084
Change+5,084
Value$754.0K
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares5,081 from 6,311
Change-1,230 (-19%)
Value$753.5K (+$32.9K)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares5,068 from 5,091
Change-23 (0%)
Value$751.6K (+$170.3K)
Filed 2026-11-06
WMG Financial Advisors, LLC
UNCHANGED
Shares5,068 from 5,068
Change0 (0%)
Value$578.7K ($0)
Filed 2026-10-28
Legacy Advisory Services, LLC
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$750.8K (+$172.8K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares5,052 from 4,659
Change+393 (+8%)
Value$749.2K (+$217.2K)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
DECREASED
Shares5,044 from 5,060
Change-16 (0%)
Value$748.0K (+$170.3K)
Filed 2026-10-14
JGP Wealth Management, LLC
DECREASED
Shares5,032 from 5,423
Change-391 (-7%)
Value$746.3K (+$127.2K)
Filed 2026-10-13
Schwartz Investment Counsel Inc
DECREASED
Shares5,000 from 6,150
Change-1,150 (-19%)
Value$741.5K (+$39.3K)
Filed 2026-10-26
Guardian Asset Advisors, LLC
DECREASED
Shares4,992 from 5,157
Change-165 (-3%)
Value$740.3K (+$151.5K)
Filed 2026-10-16
First Command Advisory Services, Inc.
DECREASED
Shares4,985 from 5,008
Change-23 (0%)
Value$739.3K (+$167.5K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares4,943 from 4,930
Change+13 (+0%)
Value$733.0K (+$170.1K)
Filed 2026-11-02
DMC Group, LLC
DECREASED
Shares4,942 from 8,811
Change-3,869 (-44%)
Value$732.9K (-$273.1K)
Filed 2026-10-26
Pachira Investments Inc.
DECREASED
Shares4,942 from 4,958
Change-16 (0%)
Value$732.9K (+$166.8K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares4,928 from 4,924
Change+4 (+0%)
Value$730.8K (+$168.6K)
Filed 2026-10-14
Rubicon Advisors, GP
DECREASED
Shares4,906 from 4,971
Change-65 (-1%)
Value$727.6K (+$160.0K)
Filed 2026-10-23
KRS Capital Management, LLC
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$724.4K (+$166.7K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares4,880 from 4,868
Change+12 (+0%)
Value$723.7K (+$167.9K)
Filed 2026-10-21
HBK Sorce Advisory LLC
DECREASED
Shares4,870 from 4,888
Change-18 (0%)
Value$700.1K (-$5.0K)
Filed 2026-11-06
Raleigh Capital Management Inc.
INCREASED
Shares4,860 from 2,963
Change+1,897 (+64%)
Value$720.7K (+$382.4K)
Filed 2026-10-28
Grandview Asset Management LLC
DECREASED
Shares4,837 from 6,402
Change-1,565 (-24%)
Value$717.4K (-$13.6K)
Filed 2026-10-19
AA Financial Advisors, LLC
DECREASED
Shares4,797 from 5,081
Change-284 (-6%)
Value$711.4K (+$131.2K)
Filed 2026-10-19
Personal CFO Solutions, LLC
DECREASED
Shares4,789 from 9,476
Change-4,687 (-49%)
Value$710.1K (-$371.8K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
DECREASED
Shares4,764 from 7,566
Change-2,802 (-37%)
Value$706.5K (-$157.4K)
Filed 2026-10-28
Gagnon Securities LLC
INCREASED
Shares4,747 from 4,023
Change+724 (+18%)
Value$704.0K (+$244.6K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares4,728 from 4,975
Change-247 (-5%)
Value$701.0K (+$133.1K)
Filed 2026-10-15
Greenleaf Trust
INCREASED
Shares4,708 from 4,233
Change+475 (+11%)
Value$698.2K (+$214.9K)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED
Shares4,682 from 4,663
Change+19 (+0%)
Value$694.3K (+$161.9K)
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares4,679 from 2,643
Change+2,036 (+77%)
Value$693.9K (+$392.1K)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares4,677 from 4,632
Change+45 (+1%)
Value$693.6K (+$164.7K)
Filed 2026-10-22
Heritage Investors Management Corp
DECREASED
Shares4,639 from 4,649
Change-10 (0%)
Value$688 (-$530.3K)
Filed 2026-10-29
ABN Amro Investment Solutions
INCREASED
Shares4,590 from 4,175
Change+415 (+10%)
Value$680.7K (+$204.0K)
Filed 2026-10-21
Seven Mile Advisory
DECREASED
Shares4,590 from 4,629
Change-39 (-1%)
Value$680.8K (+$152.2K)
Filed 2026-10-22
Bell Bank
NEW
Shares4,496
Change+4,496
Value$666.8K
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,489 from 4,552
Change-63 (-1%)
Value$665.7K (+$146.0K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,487 from 3,710
Change+777 (+21%)
Value$665.5K (+$241.5K)
Filed 2026-10-13
Secure Asset Management, LLC
UNCHANGED
Shares4,486 from 4,486
Change0 (0%)
Value$665.2K (+$153.1K)
Filed 2026-10-19
Nichols & Pratt Advisers LLP
DECREASED
Shares4,462 from 4,664
Change-202 (-4%)
Value$665.2K (+$132.7K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares4,444 from 4,523
Change-79 (-2%)
Value$659.1K (+$142.6K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares4,430 from 2,793
Change+1,637 (+59%)
Value$657.0K (+$338.1K)
Filed 2026-10-08
Barlow Wealth Partners, LLC
DECREASED
Shares4,400 from 4,425
Change-25 (-1%)
Value$723.5K (+$196.0K)
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares4,368 from 6,827
Change-2,459 (-36%)
Value$647.8K (-$131.7K)
Filed 2026-10-14
Swiss RE LTD
INCREASED
Shares4,353 from 2,648
Change+1,705 (+64%)
Value$646.7K (+$343.9K)
Filed 2026-11-06
Prosperity Financial Group, Inc.
DECREASED
Shares4,326 from 4,346
Change-20 (0%)
Value$641.5K (+$145.3K)
Filed 2026-10-29
GFS Advisors, LLC
INCREASED
Shares4,313 from 1,000
Change+3,313 (+331%)
Value$640.0K (+$375.9K)
Filed 2026-11-03
Redwood Financial Network Corp
UNCHANGED
Shares4,312 from 4,312
Change0 (0%)
Value$639.5K (+$147.1K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares4,305
Change+4,305
Value$638.4K
Filed 2026-11-03
Rydar Equities, Inc.
UNCHANGED
Shares4,286 from 4,286
Change0 (0%)
Value$711.6K (+$179.0K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares4,269 from 4,271
Change-2 (0%)
Value$633.1K (+$145.4K)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares4,246 from 4,241
Change+5 (+0%)
Value$629.7K (+$145.4K)
Filed 2026-11-05
Angeles Wealth Management, LLC
INCREASED
Shares4,220 from 4,195
Change+25 (+1%)
Value$625.8K (+$146.8K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares4,195 from 5,244
Change-1,049 (-20%)
Value$622.1K (+$23.4K)
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares4,182 from 3,896
Change+286 (+7%)
Value$620.3K (+$175.4K)
Filed 2026-10-29
Buckhead Capital Management LLC
INCREASED
Shares4,160 from 4,150
Change+10 (+0%)
Value$616.9K (+$143.1K)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares4,150 from 4,878
Change-728 (-15%)
Value$615.4K (+$58.5K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,141 from 2,805
Change+1,336 (+48%)
Value$614.1K (+$293.8K)
Filed 2026-10-16
Cane Capital Partners, LLC
DECREASED
Shares4,134 from 4,495
Change-361 (-8%)
Value$613.1K (+$99.8K)
Filed 2026-10-23
Cornerstone Enterprises, LLC
DECREASED
Shares4,114 from 10,660
Change-6,546 (-61%)
Value$610.1K (-$607.1K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares4,109 from 5,123
Change-1,014 (-20%)
Value$609.4K (+$24.4K)
Filed 2026-10-16
Latitude Advisors, LLC
INCREASED
Shares4,091 from 4,051
Change+40 (+1%)
Value$606.8K (+$144.2K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares4,070 from 4,205
Change-135 (-3%)
Value$603.6K (+$123.5K)
Filed 2026-10-22
Essex LLC
DECREASED
Shares4,020 from 4,085
Change-65 (-2%)
Value$596.2K (+$129.7K)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$593.9K (+$136.7K)
Filed 2026-11-04
Oslo Pensjonsforsikring AS
DECREASED
Shares4,000 from 4,400
Change-400 (-9%)
Value$594.3K (+$91.1K)
Filed 2026-10-15
M.E. Allison & Co., Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$593.2K (+$136.5K)
Filed 2026-10-09
Keudell ison Wealth Management
DECREASED
Shares3,984 from 4,013
Change-29 (-1%)
Value$590.8K (+$132.6K)
Filed 2026-10-16
Yousif Capital Management, LLC
DECREASED
Shares3,958 from 3,983
Change-25 (-1%)
Value$587.0K (+$132.2K)
Filed 2026-10-22
Cornerstone Planning, LLC
UNCHANGED
Shares3,958 from 3,958
Change0 (0%)
Value$451.9K ($0)
Filed 2026-10-27
Bright Financial Advisors, Inc.
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$586.7K (+$135.0K)
Filed 2026-10-23
Ninety One UK Ltd
NEW
Shares3,921
Change+3,921
Value$582.5K
Filed 2026-10-15
Impact Capital Partners LLC
DECREASED
Shares3,913 from 4,212
Change-299 (-7%)
Value$580.3K (+$99.4K)
Filed 2026-10-22
Retirement Planning Group, LLC
DECREASED
Shares3,907 from 3,950
Change-43 (-1%)
Value$579.4K (+$128.4K)
Filed 2026-10-19
FNY Investment Advisers, LLC
NEW
Shares3,906
Change+3,906
Value$579
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,903 from 3,755
Change+148 (+4%)
Value$578.8K (+$150.1K)
Filed 2026-10-08
Chicago Trust Co NA
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$578.4K (+$133.1K)
Filed 2026-10-28
Salvus Wealth Management, LLC
DECREASED
Shares3,895 from 5,892
Change-1,997 (-34%)
Value$577.6K (-$95.1K)
Filed 2026-10-13
Courier Capital LLC
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$572.4K (+$131.7K)
Filed 2026-10-19
Occidental Asset Management, LLC
INCREASED
Shares3,800 from 3,475
Change+325 (+9%)
Value$563.5K (+$166.8K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,769 from 4,480
Change-711 (-16%)
Value$558.9K (+$47.4K)
Filed 2026-11-04
Cordatus Wealth Management LLC
NEW
Shares3,756
Change+3,756
Value$557.0K
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares3,752 from 3,734
Change+18 (+0%)
Value$617.4K (+$159.9K)
Filed 2026-10-09
Income Insurance Ltd
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$557.4K (+$128.3K)
Filed 2026-10-21
Power Wealth Management LLC
INCREASED
Shares3,751 from 3,111
Change+640 (+21%)
Value$556.3K (+$201.1K)
Filed 2026-10-27
Xcel Wealth Management, LLC
DECREASED
Shares3,746 from 4,052
Change-306 (-8%)
Value$555.5K (+$92.9K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
INCREASED
Shares3,744 from 2,695
Change+1,049 (+39%)
Value$555.2K (+$247.5K)
Filed 2026-10-06
Altfest L J & Co Inc
INCREASED
Shares3,736 from 3,734
Change+2 (+0%)
Value$554.0K (+$127.7K)
Filed 2026-10-27
Benedict Financial Advisors Inc
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$553.2K (+$127.3K)
Filed 2026-10-07
Resonant Capital Advisors, LLC
DECREASED
Shares3,723 from 3,739
Change-16 (0%)
Value$552.1K (+$125.2K)
Filed 2026-10-15
Powell Investment Advisors, LLC
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$548.0K (+$126.1K)
Filed 2026-10-22
Vestor Capital, LLC
NEW
Shares3,694
Change+3,694
Value$315
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares3,676 from 3,372
Change+304 (+9%)
Value$545.2K (+$160.1K)
Filed 2026-10-29
Versant Capital Management, Inc
DECREASED
Shares3,675 from 3,958
Change-283 (-7%)
Value$545.0K (+$93.1K)
Filed 2026-10-02
Bedel Financial Consulting, Inc.
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$530.9K (+$122.2K)
Filed 2026-11-06
S.A. Mason LLC
NEW
Shares3,574
Change+3,574
Value$530.0K
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares3,562 from 3,606
Change-44 (-1%)
Value$528.2K (+$116.5K)
Filed 2026-10-28
Keystone Global Partners, LLC
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$525.0K (+$120.8K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,536 from 3,096
Change+440 (+14%)
Value$524.4K (+$170.9K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED
Shares3,528 from 3,191
Change+337 (+11%)
Value$523.2K (+$158.9K)
Filed 2026-10-14
Great Diamond Partners, LLC
DECREASED
Shares3,523 from 3,588
Change-65 (-2%)
Value$522.5K (+$112.8K)
Filed 2026-10-13
Somerset Trust Co
UNCHANGED
Shares3,509 from 3,509
Change0 (0%)
Value$520.4K (+$119.7K)
Filed 2026-10-13
SFE Investment Counsel
DECREASED
Shares3,480 from 3,630
Change-150 (-4%)
Value$516.1K (+$101.6K)
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares3,438 from 3,610
Change-172 (-5%)
Value$509.8K (+$97.7K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares3,421 from 3,405
Change+16 (+0%)
Value$507.3K (+$118.6K)
Filed 2026-10-23
Forum Financial Management, LP
DECREASED
Shares3,398 from 3,421
Change-23 (-1%)
Value$503.9K (+$113.3K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares3,392 from 3,648
Change-256 (-7%)
Value$598.7K (+$151.7K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares3,388 from 2,839
Change+549 (+19%)
Value$502.4K (+$178.3K)
Filed 2026-10-13
ARQ Wealth Advisors, LLC
NEW
Shares3,377
Change+3,377
Value$500.8K
Filed 2026-10-29
BXM Wealth LLC
INCREASED
Shares3,370 from 3,255
Change+115 (+4%)
Value$499.8K (+$128.1K)
Filed 2026-11-03
Solidarity Wealth, LLC
DECREASED
Shares3,359 from 4,257
Change-898 (-21%)
Value$498.1K (+$12.1K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares3,337 from 2,845
Change+492 (+17%)
Value$494.9K (+$170.0K)
Filed 2026-10-21
Money Concepts Capital Corp
INCREASED
Shares3,335 from 2,890
Change+445 (+15%)
Value$494.6K (+$164.6K)
Filed 2026-11-06
Clarity Wealth Advisors, LLC
DECREASED
Shares3,329 from 3,385
Change-56 (-2%)
Value$493.7K (+$107.2K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
INCREASED
Shares3,328 from 3,027
Change+301 (+10%)
Value$493.5K (+$147.9K)
Filed 2026-11-04
Global Financial Private Client, LLC
UNCHANGED
Shares3,303 from 3,303
Change0 (0%)
Value$489.8K (+$112.7K)
Filed 2026-10-15
Gerald Baker Financial Group LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$489.4K (+$112.6K)
Filed 2026-10-09
Net Worth Advisory Group
INCREASED
Shares3,275 from 2,688
Change+587 (+22%)
Value$488.2K (+$181.4K)
Filed 2026-10-20
First United Bank & Trust
DECREASED
Shares3,275 from 3,305
Change-30 (-1%)
Value$485.7K (+$108.3K)
Filed 2026-10-22
ERn Financial, LLC
UNCHANGED
Shares3,274 from 3,274
Change0 (0%)
Value$485.5K (+$111.7K)
Filed 2026-10-28
Acima Private Wealth, LLC
UNCHANGED
Shares3,251 from 3,251
Change0 (0%)
Value$482.1K (+$110.9K)
Filed 2026-10-05
Private Trust Co NA
DECREASED
Shares3,234 from 3,530
Change-296 (-8%)
Value$479.6K (+$76.5K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares3,210 from 4,740
Change-1,530 (-32%)
Value$535.7K (-$81.8K)
Filed 2026-11-02
Ridgewood Investments LLC
DECREASED
Shares3,207 from 3,426
Change-219 (-6%)
Value$475.6K (+$84.4K)
Filed 2026-10-05
Cravens & Co Advisors, LLC
DECREASED
Shares3,187 from 3,437
Change-250 (-7%)
Value$472.6K (+$80.2K)
Filed 2026-10-16
Nemes Rush Group LLC
DECREASED
Shares3,177 from 3,187
Change-10 (0%)
Value$471.1K (+$107.3K)
Filed 2026-11-04
Arista Wealth Management, LLC
INCREASED
Shares3,154 from 3,150
Change+4 (+0%)
Value$467.7K (+$108.1K)
Filed 2026-10-29
Univest Financial Corp
INCREASED
Shares3,150 from 2,150
Change+1,000 (+47%)
Value$467.1K (+$221.7K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares3,143 from 2,875
Change+268 (+9%)
Value$466.1K (+$137.8K)
Filed 2026-10-28
Primoris Wealth Advisors, LLC
NEW
Shares3,130
Change+3,130
Value$464.2K
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares3,129 from 2,657
Change+472 (+18%)
Value$464.0K (+$160.7K)
Filed 2026-10-08
Worth Asset Management, LLC
INCREASED
Shares3,114 from 2,093
Change+1,021 (+49%)
Value$461.8K (+$222.8K)
Filed 2026-10-07
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares3,114 from 3,833
Change-719 (-19%)
Value$461.8K (+$24.2K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares3,113 from 3,238
Change-125 (-4%)
Value$461.7K (+$91.9K)
Filed 2026-10-21
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares3,104 from 3,225
Change-121 (-4%)
Value$460.3K (+$92.1K)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares3,094 from 3,066
Change+28 (+1%)
Value$458.8K (+$108.8K)
Filed 2026-10-16
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares3,050 from 3,250
Change-200 (-6%)
Value$452.3K (+$81.2K)
Filed 2026-11-06
Cardinal Point Capital Management ULC
DECREASED
Shares3,048 from 5,023
Change-1,975 (-39%)
Value$453.1K (-$120.4K)
Filed 2026-10-21
Gill Capital Partners, LLC
DECREASED
Shares3,036 from 4,816
Change-1,780 (-37%)
Value$450.2K (-$99.7K)
Filed 2026-10-13
Avanza Fonder AB
UNCHANGED
Shares3,033 from 3,033
Change0 (0%)
Value$639.7K (+$147.6K)
Filed 2026-10-13
Nautilus Advisors LLC
DECREASED
Shares3,027 from 3,087
Change-60 (-2%)
Value$448.9K (+$70.6K)
Filed 2026-10-07
Gilliland Jeter Wealth Management LLC
DECREASED
Shares3,009 from 3,018
Change-9 (0%)
Value$446.2K (+$101.6K)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
DECREASED
Shares3,000 from 3,002
Change-2 (0%)
Value$444.9K (+$102.1K)
Filed 2026-10-21
Montgomery Investment Management Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$444.9K (+$102.4K)
Filed 2026-10-26
Evolution Wealth Advisors, LLC
DECREASED
Shares2,997 from 3,155
Change-158 (-5%)
Value$444.5K (+$84.2K)
Filed 2026-11-03
Smith Salley Wealth Management
DECREASED
Shares2,969 from 2,990
Change-21 (-1%)
Value$440.3K (+$98.9K)
Filed 2026-11-03
Birch Financial Group, LLC
DECREASED
Shares2,965 from 3,056
Change-91 (-3%)
Value$439.6K (+$90.8K)
Filed 2026-10-27
Obermeyer Wealth Partners
INCREASED
Shares2,955 from 2,875
Change+80 (+3%)
Value$438.2K (+$110.0K)
Filed 2026-10-21
WP Advisors, LLC
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$435.7K (+$100.2K)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares2,910 from 4,397
Change-1,487 (-34%)
Value$431.1K (-$76.3K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares2,893 from 3,132
Change-239 (-8%)
Value$429.0K (+$71.4K)
Filed 2026-10-09
Banque Pictet & CIE SA
UNCHANGED
Shares2,878 from 2,878
Change0 (0%)
Value$426.8K (+$98.2K)
Filed 2026-10-16
Arbor Wealth Management Llc\az
DECREASED
Shares2,871 from 3,472
Change-601 (-17%)
Value$425.8K (+$29.3K)
Filed 2026-10-20
Platform Technology Partners
DECREASED
Shares2,851 from 3,180
Change-329 (-10%)
Value$422.8K (+$59.7K)
Filed 2026-11-02
Burns J W & Co Inc
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$422.7K (+$97.2K)
Filed 2026-10-20
Pathway Wealth Management LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$422.7K (+$97.2K)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares2,845 from 2,997
Change-152 (-5%)
Value$421.9K (+$79.7K)
Filed 2026-10-28
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares2,830 from 4,300
Change-1,470 (-34%)
Value$419.7K (-$71.3K)
Filed 2026-10-29
Certified Advisory Corp
NEW
Shares2,828
Change+2,828
Value$419.4K
Filed 2026-10-29
Alpha Family Trust
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$322.0K ($0)
Filed 2026-11-04
Brucke Financial, Inc.
INCREASED
Shares2,806 from 2,720
Change+86 (+3%)
Value$416.1K (+$105.6K)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares2,800 from 2,285
Change+515 (+23%)
Value$464.8K (+$186.4K)
Filed 2026-10-08
Gallagher Capital Advisors, LLC
INCREASED
Shares2,784 from 2,777
Change+7 (+0%)
Value$412.9K (+$95.8K)
Filed 2026-10-09
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares2,762 from 2,762
Change0 (0%)
Value$409.6K (+$94.2K)
Filed 2026-10-30
Generate Investment Management Ltd
NEW
Shares2,756
Change+2,756
Value$408.7K
Filed 2026-10-14
Fairman Group, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$407.8K (+$93.8K)
Filed 2026-10-26
Knuff & Co LLC
NEW
Shares2,747
Change+2,747
Value$407.4K
Filed 2026-11-06
CKW Financial Group
UNCHANGED
Shares2,737 from 2,737
Change0 (0%)
Value$408 (+$75)
Filed 2026-10-29
Wealth Architects, LLC
INCREASED
Shares2,717 from 2,683
Change+34 (+1%)
Value$403.1K (+$96.7K)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares2,714 from 2,684
Change+30 (+1%)
Value$402.5K (+$96.0K)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares2,713 from 2,708
Change+5 (+0%)
Value$402.3K (+$93.1K)
Filed 2026-10-16
Manchester Financial Inc
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$397.1K (+$91.4K)
Filed 2026-10-15
Kazazian Asset Management, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$393.0K (+$90.4K)
Filed 2026-11-02
Petredis Investment Advisors LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$389.3K (+$89.6K)
Filed 2026-10-20
Tranquility Partners, LLC
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$388.0K (+$89.3K)
Filed 2026-10-20
Argos Wealth Advisors, LLC
DECREASED
Shares2,605 from 2,773
Change-168 (-6%)
Value$386.3K (+$69.7K)
Filed 2026-11-02
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$384.8K (+$88.5K)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares2,593 from 2,509
Change+84 (+3%)
Value$384.5K (+$98.1K)
Filed 2026-10-13
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$384.1K (+$88.4K)
Filed 2026-10-09
Visionary Wealth Advisors
DECREASED
Shares2,575 from 2,590
Change-15 (-1%)
Value$381.9K (+$86.1K)
Filed 2026-11-04
Mindset Wealth Management, LLC
INCREASED
Shares2,575 from 2,570
Change+5 (+0%)
Value$381.9K (+$88.4K)
Filed 2026-10-19
Carret Asset Management, LLC
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$381.9K (+$87.9K)
Filed 2026-11-04
JSF Financial, LLC
INCREASED
Shares2,568 from 2,328
Change+240 (+10%)
Value$380.8K (+$115.0K)
Filed 2026-10-22
Steinberganna Wealth Management
UNCHANGED
Shares2,557 from 2,557
Change0 (0%)
Value$379.2K (+$87.2K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares2,546 from 2,540
Change+6 (+0%)
Value$377.6K (+$87.6K)
Filed 2026-10-05
Abound Wealth Management
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$376.8K (+$86.7K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
DECREASED
Shares2,536 from 2,615
Change-79 (-3%)
Value$376.1K (+$77.5K)
Filed 2026-10-15
Vertrix Wealth Management, LLC
INCREASED
Shares2,534 from 2,495
Change+39 (+2%)
Value$375.8K (+$90.9K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares2,532 from 2,398
Change+134 (+6%)
Value$375.5K (+$101.7K)
Filed 2026-11-03
Ballast, Inc.
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$374.5K (+$86.2K)
Filed 2026-10-20
Greatmark Investment Partners, Inc.
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$374.5K (+$86.2K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares2,510 from 2,507
Change+3 (+0%)
Value$372.2K (+$86.0K)
Filed 2026-10-15
May Hill Capital, LLC
INCREASED
Shares2,506 from 2,475
Change+31 (+1%)
Value$371.6K (+$89.0K)
Filed 2026-11-03
SP Asset Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$370.8K (+$85.3K)
Filed 2026-11-05
Cromwell Holdings LLC
INCREASED
Shares2,482 from 2,054
Change+428 (+21%)
Value$368.1K (+$133.6K)
Filed 2026-10-28
Victory Financial Group, LLC
DECREASED
Shares2,480 from 2,524
Change-44 (-2%)
Value$367.8K (+$79.6K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares2,473 from 2,117
Change+356 (+17%)
Value$366.7K (+$125.0K)
Filed 2026-10-29
Leeward Financial Partners, LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$364.8K (+$83.9K)
Filed 2026-10-23
Saxony Capital Management, LLC
INCREASED
Shares2,450 from 2,205
Change+245 (+11%)
Value$363.3K (+$111.6K)
Filed 2026-10-15
Stonekeep Investments, LLC
DECREASED
Shares2,450 from 2,527
Change-77 (-3%)
Value$363.4K (+$363.1K)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$363.3K (+$83.6K)
Filed 2026-10-08
Targeted Financial Services LLC
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$362.9K (+$83.5K)
Filed 2026-10-19
Synergy Asset Management, LLC
NEW
Shares2,434
Change+2,434
Value$361.0K
Filed 2026-11-05
Avantax Planning Partners, Inc.
INCREASED
Shares2,427 from 2,226
Change+201 (+9%)
Value$359.9K (+$105.8K)
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares2,416 from 2,470
Change-54 (-2%)
Value$358.3K (+$76.3K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares2,411 from 2,399
Change+12 (+1%)
Value$357.6K (+$83.6K)
Filed 2026-10-29
GK Wealth Management LLC
DECREASED
Shares2,407 from 2,693
Change-286 (-11%)
Value$357.0K (+$49.5K)
Filed 2026-10-09
XXI Wealth, LLC
NEW
Shares2,401
Change+2,401
Value$356.1K
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,400 from 2,441
Change-41 (-2%)
Value$355.9K (+$77.2K)
Filed 2026-10-27
NWF Advisory Services Inc.
INCREASED
Shares2,384 from 2,234
Change+150 (+7%)
Value$353.5K (+$98.5K)
Filed 2026-10-19
Wynn Capital, LLC
DECREASED
Shares2,380 from 2,385
Change-5 (0%)
Value$353.0K (+$80.6K)
Filed 2026-10-13
Intrua Financial, LLC
NEW
Shares2,373
Change+2,373
Value$351.9K
Filed 2026-10-28
Seros Financial, LLC
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$350.1K (+$80.6K)
Filed 2026-10-21
Evansbrook LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$350.0K (+$80.5K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares2,344 from 2,030
Change+314 (+15%)
Value$347.6K (+$115.8K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
INCREASED
Shares2,343 from 1,756
Change+587 (+33%)
Value$347.5K (+$147.0K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED
Shares2,343 from 2,327
Change+16 (+1%)
Value$347.5K (+$81.8K)
Filed 2026-11-04
Eagle Wealth Advisors LLC
INCREASED
Shares2,330 from 2,263
Change+67 (+3%)
Value$345.5K (+$87.2K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares2,322 from 2,372
Change-50 (-2%)
Value$344.4K (+$73.5K)
Filed 2026-10-08
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$344 (-$264.7K)
Filed 2026-10-28
Cordoba Advisory Partners LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$342.2K (+$78.7K)
Filed 2026-10-19
55 North Private Wealth, LLC
DECREASED
Shares2,300 from 2,327
Change-27 (-1%)
Value$341.1K (+$75.4K)
Filed 2026-10-20
PUREfi Wealth, LLC
DECREASED
Shares2,294 from 4,495
Change-2,201 (-49%)
Value$340.2K (-$173.0K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
INCREASED
Shares2,288 from 2,018
Change+270 (+13%)
Value$339.3K (+$108.9K)
Filed 2026-10-15
Magnus Financial Group LLC
DECREASED
Shares2,283 from 2,367
Change-84 (-4%)
Value$338.6K (+$68.3K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares2,279 from 3,702
Change-1,423 (-38%)
Value$338.0K (-$84.7K)
Filed 2026-10-28
Total Wealth Planning & Management, Inc.
INCREASED
Shares2,277 from 2,054
Change+223 (+11%)
Value$337.7K (+$103.2K)
Filed 2026-10-23
Gemmer Asset Management LLC
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$336.2K (+$77.4K)
Filed 2026-10-16
Cypress Financial Planning LLC
INCREASED
Shares2,265 from 2,214
Change+51 (+2%)
Value$335.9K (+$83.1K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
INCREASED
Shares2,251 from 2,226
Change+25 (+1%)
Value$333.8K (+$79.7K)
Filed 2026-11-05
Axxion S.A.
INCREASED
Shares2,250 from 250
Change+2,000 (+800%)
Value$333.7K (+$305.1K)
Filed 2026-10-22
Embree Financial Group
INCREASED
Shares2,240 from 2,180
Change+60 (+3%)
Value$332.2K (+$83.3K)
Filed 2026-10-22
StoneCrest Wealth Management, Inc.
NEW
Shares2,239
Change+2,239
Value$332.0K
Filed 2026-11-03
Jacobs & Co
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$330 (+$76)
Filed 2026-10-09
Investment Partners Asset Management, Inc.
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$330.0K (+$75.9K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares2,218 from 2,501
Change-283 (-11%)
Value$328.9K (+$43.4K)
Filed 2026-10-13
Tanager Wealth Management LLP
INCREASED
Shares2,217 from 1,914
Change+303 (+16%)
Value$329.0K (+$110.3K)
Filed 2026-10-19
Stronghold Wealth Management L.L.C.
INCREASED
Shares2,203 from 2,060
Change+143 (+7%)
Value$326.7K (+$91.5K)
Filed 2026-10-16
Accuvest Global Advisors
DECREASED
Shares2,169 from 2,334
Change-165 (-7%)
Value$322.0K (+$55.0K)
Filed 2026-11-04
Ariadne Wealth Management, LP
DECREASED
Shares2,150 from 2,212
Change-62 (-3%)
Value$318.8K (+$66.3K)
Filed 2026-11-06
Traveka Wealth, LLC
NEW
Shares2,145
Change+2,145
Value$318.1K
Filed 2026-10-19
Aaron Wealth Advisors LLC
NEW
Shares2,145
Change+2,145
Value$318.1K
Filed 2026-10-13
Pacific Sage Partners, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$315.9K (+$72.7K)
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$315.1K (+$72.5K)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares2,119 from 1,786
Change+333 (+19%)
Value$314.2K (+$110.3K)
Filed 2026-11-04
KCM Investment Advisors LLC
INCREASED
Shares2,111 from 1,911
Change+200 (+10%)
Value$313.1K (+$94.9K)
Filed 2026-10-27
Canopy Partners, LLC
INCREASED
Shares2,109 from 2,048
Change+61 (+3%)
Value$312.8K (+$78.9K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares2,104 from 1,862
Change+242 (+13%)
Value$312.0K (+$99.4K)
Filed 2026-11-02
NovaPoint Capital, LLC
INCREASED
Shares2,086 from 1,953
Change+133 (+7%)
Value$309.4K (+$86.4K)
Filed 2026-10-22
RS Crum Inc.
DECREASED
Shares2,068 from 2,069
Change-1 (0%)
Value$306.7K (+$70.4K)
Filed 2026-10-19
Philadelphia Trust Co
NEW
Shares2,067
Change+2,067
Value$307
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares2,046 from 2,005
Change+41 (+2%)
Value$303.4K (+$74.4K)
Filed 2026-10-16
Davidson Kahn Capital Management, LLC
INCREASED
Shares2,039 from 2,012
Change+27 (+1%)
Value$302.4K (+$72.7K)
Filed 2026-10-26
Chicago Capital, LLC
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$301.3K (+$69.3K)
Filed 2026-10-13
T3 Companies, LLC
NEW
Shares2,030
Change+2,030
Value$301.0K
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$298.7K (+$68.7K)
Filed 2026-11-03
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$297.9K (+$68.5K)
Filed 2026-10-14
Atlatl Advisers LLC
INCREASED
Shares2,002 from 2,000
Change+2 (+0%)
Value$296.9K (+$68.5K)
Filed 2026-10-22
Douglas Lane & Associates, LLC
DECREASED
Shares2,000 from 2,001
Change-1 (0%)
Value$296.6K (+$68.1K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$296.6K (+$68.2K)
Filed 2026-10-23
Montecito Bank & Trust
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$296.6K (+$68.2K)
Filed 2026-10-01
Providence Wealth Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$302.8K (+$62.7K)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$296.6K (+$68.2K)
Filed 2026-10-05
Abacus Wealth Partners, LLC
NEW
Shares1,998
Change+1,998
Value$296.3K
Filed 2026-11-03
McLean Asset Management Corp
INCREASED
Shares1,997 from 1,993
Change+4 (+0%)
Value$287.0K (+$53.6K)
Filed 2026-11-06
Founders Financial Securities LLC
DECREASED
Shares1,986 from 2,363
Change-377 (-16%)
Value$294.5K (+$24.7K)
Filed 2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED
Shares1,982 from 1,982
Change0 (0%)
Value$339.0K (+$112.7K)
Filed 2026-10-26
Wealth Effects LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$292.9K (+$67.4K)
Filed 2026-10-23
Lantz Financial LLC
DECREASED
Shares1,971 from 2,026
Change-55 (-3%)
Value$292.3K (+$61.0K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
NEW
Shares1,968
Change+1,968
Value$291.9K
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED
Shares1,968 from 1,865
Change+103 (+6%)
Value$291.9K (+$78.9K)
Filed 2026-10-23
Ramiah Investment Group
INCREASED
Shares1,968 from 1,875
Change+93 (+5%)
Value$291.9K (+$77.8K)
Filed 2026-10-20
Acropolis Investment Management, LLC
DECREASED
Shares1,960 from 2,050
Change-90 (-4%)
Value$290.7K (+$56.6K)
Filed 2026-10-08
Welch Group, LLC
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$290.2K (+$66.8K)
Filed 2026-10-29
Livet Wealth, LLC
DECREASED
Shares1,953 from 3,239
Change-1,286 (-40%)
Value$289.6K (-$80.2K)
Filed 2026-10-27
Independence Bank of Kentucky
INCREASED
Shares1,920 from 1,800
Change+120 (+7%)
Value$284.7K (+$79.2K)
Filed 2026-10-26
15 Wealth Advisors LLC
NEW
Shares1,910
Change+1,910
Value$283.3K
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,906 from 2,186
Change-280 (-13%)
Value$282.7K (+$33.1K)
Filed 2026-10-15
First Business Financial Services, Inc.
NEW
Shares1,905
Change+1,905
Value$282.5K
Filed 2026-10-29
Todd Wealth Management, LLC
NEW
Shares1,900
Change+1,900
Value$281.8K
Filed 2026-10-19
GAM Holding AG
DECREASED
Shares1,900 from 3,000
Change-1,100 (-37%)
Value$282.3K (-$60.8K)
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares1,898 from 1,964
Change-66 (-3%)
Value$281.5K (+$57.2K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
DECREASED
Shares1,896 from 2,686
Change-790 (-29%)
Value$281.2K (-$25.5K)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares1,888 from 2,089
Change-201 (-10%)
Value$280.0K (+$41.5K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$279.5K (+$64.3K)
Filed 2026-10-30
Womack Financial LLC
UNCHANGED
Shares1,882 from 1,882
Change0 (0%)
Value$279.1K (+$64.2K)
Filed 2026-10-14
Waystone Advisors LLC
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$214.2K ($0)
Filed 2026-10-16
Tabr Capital Management, LLC
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$278.1K (+$64.0K)
Filed 2026-10-20
Sunburst Financial Group, LLC
INCREASED
Shares1,865 from 1,864
Change+1 (+0%)
Value$276.6K (+$63.7K)
Filed 2026-10-09
LCM Capital Management Inc
INCREASED
Shares1,860 from 1,855
Change+5 (+0%)
Value$275.8K (+$64.0K)
Filed 2026-10-20
Shelton Wealth Management, LLC
INCREASED
Shares1,835 from 1,257
Change+578 (+46%)
Value$272.1K (+$128.6K)
Filed 2026-10-16
Haven Private, LLC
NEW
Shares1,830
Change+1,830
Value$271.4K
Filed 2026-10-27
RM Financial Services, LLC
UNCHANGED
Shares1,829 from 1,829
Change0 (0%)
Value$271.2K (+$62.4K)
Filed 2026-11-03
Riversedge Advisors, LLC
NEW
Shares1,814
Change+1,814
Value$269.0K
Filed 2026-10-09
Revolve Wealth Partners, LLC
DECREASED
Shares1,808 from 1,908
Change-100 (-5%)
Value$268.1K (+$50.3K)
Filed 2026-10-23
Berbice Capital Management LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$266.9K (+$61.4K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
NEW
Shares1,795
Change+1,795
Value$266.2K
Filed 2026-10-08
Portus Wealth Advisors, LLC
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$262.9K (+$60.5K)
Filed 2026-10-13
FWG Investments, Llc.
DECREASED
Shares1,760 from 2,020
Change-260 (-13%)
Value$261.0K (+$30.4K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
DECREASED
Shares1,760 from 1,831
Change-71 (-4%)
Value$261.0K (+$51.9K)
Filed 2026-11-02
Kozak & Associates, Inc.
INCREASED
Shares1,759 from 1,659
Change+100 (+6%)
Value$295.9K (+$94.1K)
Filed 2026-10-29
Legacy Advisors, LLC
DECREASED
Shares1,753 from 1,768
Change-15 (-1%)
Value$260.0K (+$58.1K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,751 from 1,668
Change+83 (+5%)
Value$259.7K (+$69.2K)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
DECREASED
Shares1,750 from 3,467
Change-1,717 (-50%)
Value$259.5K (-$136.3K)
Filed 2026-11-04
Balboa Wealth Partners
NEW
Shares1,741
Change+1,741
Value$258.2K
Filed 2026-10-20
Essex Bank
NEW
Shares1,740
Change+1,740
Value$258.0K
Filed 2026-10-16
Investment Partners, Ltd.
NEW
Shares1,732
Change+1,732
Value$256.9K
Filed 2026-10-29
Sound Income Strategies, LLC
NEW
Shares1,722
Change+1,722
Value$283.4K
Filed 2026-10-09
Greenspring Advisors, LLC
NEW
Shares1,717
Change+1,717
Value$254.6K
Filed 2026-11-05
Mendel Money Management
NEW
Shares1,700
Change+1,700
Value$252.1K
Filed 2026-11-02
Burney Co/
NEW
Shares1,700
Change+1,700
Value$252.1K
Filed 2026-10-15
Loudon Investment Management, LLC
NEW
Shares1,700
Change+1,700
Value$252.1K
Filed 2026-11-06
One Wealth Capital Management, LLC
DECREASED
Shares1,696 from 14,404
Change-12,708 (-88%)
Value$251.5K (-$1.4M)
Filed 2026-10-23
Enterprise Financial Services Corp
NEW
Shares1,675
Change+1,675
Value$248.4K
Filed 2026-11-03
ZWJ Investment Counsel Inc
DECREASED
Shares1,650 from 1,852
Change-202 (-11%)
Value$244.7K (+$33.2K)
Filed 2026-10-15
Principle Wealth Partners LLC
NEW
Shares1,648
Change+1,648
Value$244.5K
Filed 2026-11-02
Accel Wealth Management
NEW
Shares1,630
Change+1,630
Value$241.7K
Filed 2026-10-13
Reston Wealth Management LLC
NEW
Shares1,626
Change+1,626
Value$241.1K
Filed 2026-10-29
Vann Equity Management LLC
NEW
Shares1,619
Change+1,619
Value$240.1K
Filed 2026-10-08
Frederick Financial Consultants, LLC
NEW
Shares1,618
Change+1,618
Value$239.9K
Filed 2026-10-29
Wealth Alliance Advisory Group, LLC
NEW
Shares1,613
Change+1,613
Value$239.2K
Filed 2026-10-14
True North Advisors, LLC
NEW
Shares1,609
Change+1,609
Value$238.6K
Filed 2026-10-22
Citrine Capital LLC
NEW
Shares1,605
Change+1,605
Value$238.0K
Filed 2026-10-14
Richard Young Associates, Ltd.
NEW
Shares1,600
Change+1,600
Value$237.3K
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$237.1K (+$54.6K)
Filed 2026-10-07
Crusonia Wealth Advisors LLC
NEW
Shares1,582
Change+1,582
Value$234.6K
Filed 2026-10-26
Turn8 Private Wealth Inc.
NEW
Shares1,564
Change+1,564
Value$232.4K
Filed 2026-11-05
Blvd Private Wealth, LLC
NEW
Shares1,562
Change+1,562
Value$231.6K
Filed 2026-10-14
Certior Financial Group, LLC
NEW
Shares1,540
Change+1,540
Value$228.4K
Filed 2026-10-19
Advisory Advocates, LLC
NEW
Shares1,536
Change+1,536
Value$227.8K
Filed 2026-11-05
Baron Wealth Management LLC
DECREASED
Shares1,532 from 1,925
Change-393 (-20%)
Value$227.2K (+$7.4K)
Filed 2026-10-27
Rockwood Wealth Management, LLC
NEW
Shares1,521
Change+1,521
Value$225.6K
Filed 2026-10-27
Five Oceans Advisors
NEW
Shares1,519
Change+1,519
Value$225.3K
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
NEW
Shares1,511
Change+1,511
Value$224.1K
Filed 2026-10-13
Summit Securities Group LLC
INCREASED
Shares1,509 from 140
Change+1,369 (+978%)
Value$223.8K (+$207.8K)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares1,503 from 1,844
Change-341 (-18%)
Value$222.9K (+$12.3K)
Filed 2026-11-03
Cora Capital Advisors LLC
NEW
Shares1,502
Change+1,502
Value$222.7K
Filed 2026-11-02
Left Brain Wealth Management, LLC
NEW
Shares1,500
Change+1,500
Value$222.5K
Filed 2026-10-28
Van Cleef Asset Management,Inc
NEW
Shares1,500
Change+1,500
Value$222.5K
Filed 2026-10-20
Levin Capital Strategies, L.P.
NEW
Shares1,500
Change+1,500
Value$222.5K
Filed 2026-11-02
Vision Capital Management, Inc.
NEW
Shares1,500
Change+1,500
Value$222.5K
Filed 2026-10-20
Linscomb Wealth, Inc.
NEW
Shares1,500
Change+1,500
Value$222.5K
Filed 2026-11-05
Chapin Davis, Inc.
NEW
Shares1,500
Change+1,500
Value$222.5K
Filed 2026-10-09
DLK Investment Management, LLC
DECREASED
Shares1,500 from 3,030
Change-1,530 (-50%)
Value$222.5K (+$22.3K)
Filed 2026-10-09
Caldwell Trust Co
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$222.5K (+$51.2K)
Filed 2026-10-30
Fourpath Capital Management, LLC
NEW
Shares1,494
Change+1,494
Value$221.6K
Filed 2026-10-19
Kennon-Green & Company, LLC
NEW
Shares1,489
Change+1,489
Value$220.8K
Filed 2026-10-05
IPG Investment Advisors LLC
DECREASED
Shares1,486 from 4,681
Change-3,195 (-68%)
Value$220.4K (-$314.1K)
Filed 2026-10-30
McGlone Suttner Wealth Management, Inc.
NEW
Shares1,485
Change+1,485
Value$220.3K
Filed 2026-10-13
Flagstone Financial Management
NEW
Shares1,480
Change+1,480
Value$219.5K
Filed 2026-11-05
Tortoise Investment Management, LLC
NEW
Shares1,474
Change+1,474
Value$218.6K
Filed 2026-11-06
Zinnia Wealth Advisory, LLC
NEW
Shares1,473
Change+1,473
Value$218.4K
Filed 2026-11-06
Trek Financial, LLC
NEW
Shares1,465
Change+1,465
Value$217.3K
Filed 2026-10-29
Almanack Investment Partners, Llc.
NEW
Shares1,451
Change+1,451
Value$215.2K
Filed 2026-11-03
Beacon Financial Group
NEW
Shares1,441
Change+1,441
Value$213.7K
Filed 2026-10-19
Fiduciary Alliance LLC
NEW
Shares1,440
Change+1,440
Value$213.6K
Filed 2026-10-13
United Asset Strategies, Inc.
NEW
Shares1,439
Change+1,439
Value$213.4K
Filed 2026-10-28
Arlington Trust Co LLC
INCREASED
Shares1,434 from 1,336
Change+98 (+7%)
Value$212.7K (+$60.1K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares1,430
Change+1,430
Value$217
Filed 2026-11-03
QTR Family Wealth, LLC
NEW
Shares1,421
Change+1,421
Value$210.7K
Filed 2026-11-02
Maple Capital Management, Inc.
NEW
Shares1,418
Change+1,418
Value$210.3K
Filed 2026-11-02
Zenith Solutions, Inc.
NEW
Shares1,415
Change+1,415
Value$209.8K
Filed 2026-10-19
Affinity Capital Advisors, LLC
NEW
Shares1,399
Change+1,399
Value$239.0K
Filed 2026-10-13
Professional Financial Advisors, LLC
NEW
Shares1,395
Change+1,395
Value$206.9K
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,395 from 2,000
Change-605 (-30%)
Value$206.9K (-$21.5K)
Filed 2026-10-13
Zions Bancorporation, National Association
INCREASED
Shares1,389 from 174
Change+1,215 (+698%)
Value$206.0K (+$186.1K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
NEW
Shares1,382
Change+1,382
Value$205.8K
Filed 2026-10-27
Matisse Capital
NEW
Shares1,370
Change+1,370
Value$203.2K
Filed 2026-10-29
WealthPLAN Partners, LLC
NEW
Shares1,356
Change+1,356
Value$201.1K
Filed 2026-10-15
Colonial River Investments, LLC
NEW
Shares1,350
Change+1,350
Value$200.2K
Filed 2026-10-19
Mcdonald Partners LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$193.7K (+$44.6K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
NEW
Shares1,264
Change+1,264
Value$208.0K
Filed 2026-10-27
Washington Trust Advisors, Inc.
INCREASED
Shares1,248 from 1,234
Change+14 (+1%)
Value$185.1K (+$44.2K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares1,233 from 1,204
Change+29 (+2%)
Value$182.9K (+$45.4K)
Filed 2026-10-27
Pacifica Partners Inc.
DECREASED
Shares1,228 from 1,278
Change-50 (-4%)
Value$182.6K (+$30.0K)
Filed 2026-10-09
PFS Partners, LLC
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$177.1K (+$40.7K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares1,173 from 1,188
Change-15 (-1%)
Value$174.0K (+$38.3K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,150 from 1,030
Change+120 (+12%)
Value$170.5K (+$52.9K)
Filed 2026-11-04
Kimelman & Baird, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$166.8K (+$38.4K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares1,118
Change+1,118
Value$165.8K
Filed 2026-10-26
Old Second National Bank of Aurora
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$164.6K (+$37.9K)
Filed 2026-10-22
Highline Wealth Partners LLC
DECREASED
Shares1,108 from 1,114
Change-6 (-1%)
Value$164.3K (+$37.1K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares1,096 from 1,116
Change-20 (-2%)
Value$162.5K (+$35.1K)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares1,073 from 1,085
Change-12 (-1%)
Value$159.1K (+$35.2K)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$159 (+$37)
Filed 2026-10-02
Avion Wealth
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$155 (-$118.8K)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$155.7K (+$35.8K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares1,031 from 1,015
Change+16 (+2%)
Value$152.9K (+$37.0K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
INCREASED
Shares1,006 from 1,000
Change+6 (+1%)
Value$149.2K (+$35.0K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
NEW
Shares1,000
Change+1,000
Value$148.3K
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$148 (-$113.9K)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$140.9K (+$32.4K)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$140.1K (+$32.2K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares877 from 858
Change+19 (+2%)
Value$130.1K (+$32.1K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares853 from 1,050
Change-197 (-19%)
Value$126.5K (+$6.6K)
Filed 2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED
Shares816 from 1,044
Change-228 (-22%)
Value$121.0K (+$1.8K)
Filed 2026-11-05
Compass Financial Management LLC
NEW
Shares806
Change+806
Value$119.5K
Filed 2026-10-30
Bayban
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$91.3K ($0)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED
Shares770 from 760
Change+10 (+1%)
Value$114.2K (+$27.4K)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$112.0K (+$25.8K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares741 from 589
Change+152 (+26%)
Value$109.9K (+$42.6K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares734 from 306
Change+428 (+140%)
Value$108.9K (+$73.9K)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares730 from 407
Change+323 (+79%)
Value$108.3K (+$61.8K)
Filed 2026-10-19
Central Trust Co
DECREASED
Shares718 from 1,009
Change-291 (-29%)
Value$106.5K (-$8.8K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
DECREASED
Shares700 from 765
Change-65 (-8%)
Value$104 (-$56.9K)
Filed 2026-11-04
Sava Infond d.o.o.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$103.8K (+$23.9K)
Filed 2026-10-28
Community Bank, N.A.
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$100.4K (+$23.1K)
Filed 2026-11-06
Coston, McIsaac & Partners
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$91.9K (+$91.9K)
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$91.1K (+$20.9K)
Filed 2026-10-05
Community Financial Services Group, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$90.2K (+$16.6K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$89.7K (+$20.6K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$88.1K (+$20.3K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$85.3K (+$19.6K)
Filed 2026-10-27
Financial Management Professionals, Inc.
INCREASED
Shares566 from 548
Change+18 (+3%)
Value$83.9K (+$21.4K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$82.5K (+$19.0K)
Filed 2026-10-14
Alpine Bank Wealth Management
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$81.9K (+$18.8K)
Filed 2026-10-16
DecisionPoint Financial, LLC
DECREASED
Shares534 from 566
Change-32 (-6%)
Value$79.7K (+$10.8K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
DECREASED
Shares518 from 569
Change-51 (-9%)
Value$76.8K (+$11.9K)
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$73.7K (+$17.0K)
Filed 2026-10-26
Markowski Investments
NEW
Shares484
Change+484
Value$71.8K
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares480
Change+480
Value$71.2K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares472 from 325
Change+147 (+45%)
Value$70.0K (+$32.9K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares466 from 485
Change-19 (-4%)
Value$69.1K (+$13.7K)
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares462 from 178
Change+284 (+160%)
Value$68.5K (+$48.2K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares435 from 1,479
Change-1,044 (-71%)
Value$64.5K (-$104.4K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares393
Change+393
Value$58.3K
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares392 from 308
Change+84 (+27%)
Value$58.1K (+$23.0K)
Filed 2026-10-13
Barnes Dennig Private Wealth Management LLC
NEW
Shares390
Change+390
Value$57.8K
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares390 from 358
Change+32 (+9%)
Value$57.8K (+$17.0K)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$66.6K (+$19.1K)
Filed 2026-10-23
Catalyst Capital Advisors LLC
INCREASED
Shares368 from 355
Change+13 (+4%)
Value$54.6K (+$14.0K)
Filed 2026-11-02
Hoey Investments, Inc
DECREASED
Shares361 from 661
Change-300 (-45%)
Value$53.5K (-$21.9K)
Filed 2026-10-29
Your Advocates Ltd., LLP
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$53.4K (+$12.3K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares359 from 358
Change+1 (+0%)
Value$53.2K (+$12.4K)
Filed 2026-10-26
GoalVest Advisory LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$51.5K (+$11.8K)
Filed 2026-10-02
Hickory Point Bank & Trust
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$50.4K (+$11.6K)
Filed 2026-10-01
Key FInancial Inc
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$47.5K (+$10.9K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares310 from 299
Change+11 (+4%)
Value$55.2K (+$21.1K)
Filed 2026-10-16
Downshift Financial, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$45.8K (+$10.5K)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$44.5K (+$10.2K)
Filed 2026-11-02
Redwood Park Advisors LLC
NEW
Shares298
Change+298
Value$44.2K
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares276 from 180
Change+96 (+53%)
Value$40.9K (+$20.4K)
Filed 2026-10-20
Roxbury Financial LLC
INCREASED
Shares271 from 100
Change+171 (+171%)
Value$40.2K (+$28.8K)
Filed 2026-10-01
Horrell Capital Management, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$39.3K (+$9.0K)
Filed 2026-10-08
Trellis Wealth Advisors LLC
NEW
Shares250
Change+250
Value$37.1K
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$35.6K (+$8.2K)
Filed 2026-10-30
American National Bank & Trust
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$34.9K (+$8.0K)
Filed 2026-10-07
V-Square Quantitative Management LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$33.5K (+$7.7K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$32.5K (+$7.5K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares218
Change+218
Value$32.3K
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares216 from 158
Change+58 (+37%)
Value$32.0K (+$14.0K)
Filed 2026-10-09
Madden Securities Corp
NEW
Shares200
Change+200
Value$29.7K
Filed 2026-10-27
NorthAvenue LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$29.7K (+$6.8K)
Filed 2026-10-29
Fortitude Family Office, LLC
NEW
Shares197
Change+197
Value$29.2K
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares186 from 124
Change+62 (+50%)
Value$27.6K (+$13.4K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares181 from 447
Change-266 (-60%)
Value$26.8K (-$24.2K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares179 from 152
Change+27 (+18%)
Value$26.5K (+$9.2K)
Filed 2026-10-29
Fairscale Capital, LLC
INCREASED
Shares176 from 120
Change+56 (+47%)
Value$27.7K (+$14.0K)
Filed 2026-11-04
City Holding Co
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$26.0K (+$6.0K)
Filed 2026-10-19
Birchbrook, Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$25.5K (+$5.9K)
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$25.5K (+$5.9K)
Filed 2026-10-14
Glynn Capital Management LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$25.2K (+$5.8K)
Filed 2026-10-07
Bare Financial Services, Inc
INCREASED
Shares166 from 142
Change+24 (+17%)
Value$24.6K (+$8.4K)
Filed 2026-11-04
KFG LLC
NEW
Shares161
Change+161
Value$23.9K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$22.4K (+$5.2K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares145 from 10
Change+135 (+1350%)
Value$21.5K (+$20.4K)
Filed 2026-10-09
Maseco LLP
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$20.9K (+$4.8K)
Filed 2026-10-27
SRH Advisors, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$20.8K (+$4.8K)
Filed 2026-10-22
Hartford Financial Management Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$20.2K (+$4.6K)
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$19.3K (+$4.4K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares128 from 152
Change-24 (-16%)
Value$19.0K (+$1.6K)
Filed 2026-10-06
Atwood & Palmer Inc
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$18.1K (+$4.2K)
Filed 2026-10-08
Olistico Wealth, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$17.8K (+$4.1K)
Filed 2026-10-05
Elyxium Wealth, LLC
NEW
Shares118
Change+118
Value$17.5K
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares118 from 2,028
Change-1,910 (-94%)
Value$17 (-$232.0K)
Filed 2026-10-23
Hanson & Doremus Investment Management
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$17 (-$13.0K)
Filed 2026-10-16
United Financial Planning Group LLC
INCREASED
Shares113 from 68
Change+45 (+66%)
Value$16.8K (+$9.0K)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$16.6K (+$3.8K)
Filed 2026-10-01
Next Level Wealth Planning, LLC
NEW
Shares110
Change+110
Value$16.3K
Filed 2026-10-29
Godsey & Gibb, Inc
INCREASED
Shares106 from 103
Change+3 (+3%)
Value$15.7K (+$4.0K)
Filed 2026-10-14
Oakworth Capital, Inc.
NEW
Shares101
Change+101
Value$15.0K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares100
Change+100
Value$14.8K
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.8K (+$3.4K)
Filed 2026-10-28
Hager Investment Management Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.8K (+$3.4K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.8K (+$1.8K)
Filed 2026-10-26
Western Pacific Wealth Management, LP
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.8K (+$3.4K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares93 from 143
Change-50 (-35%)
Value$13.8K (-$2.5K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
INCREASED
Shares89 from 35
Change+54 (+154%)
Value$13.2K (+$9.2K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares81 from 30
Change+51 (+170%)
Value$12.0K (+$8.6K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$11.9K (+$2.7K)
Filed 2026-10-15
Country Trust Bank
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$11.6K (+$2.7K)
Filed 2026-10-30
Center for Financial Planning, Inc.
INCREASED
Shares74 from 70
Change+4 (+6%)
Value$11.0K (+$3.0K)
Filed 2026-10-26
Clearstead Trust, LLC
NEW
Shares71
Change+71
Value$10.5K
Filed 2026-11-06
1620 Investment Advisors, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.4K (+$2.4K)
Filed 2026-11-04
Fortis Group Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.4K (+$2.4K)
Filed 2026-11-06
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares69 from 63
Change+6 (+10%)
Value$10.2K (+$3.0K)
Filed 2026-10-07
Albion Financial Group
INCREASED
Shares66 from 3
Change+63 (+2100%)
Value$9.8K (+$9.4K)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$9.8K (+$2.3K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares65 from 73
Change-8 (-11%)
Value$9.7K (+$1.3K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares64
Change+64
Value$11.2K
Filed 2026-10-26
Southern Michigan Bank & Trust
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$9.5K (+$2.2K)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares63 from 1
Change+62 (+6200%)
Value$9.3K (+$9.2K)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.9K (+$2.0K)
Filed 2026-10-21
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.9K (+$2.0K)
Filed 2026-10-29
Key Capital Management, Inc
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$8.5K (+$1.9K)
Filed 2026-11-03
Bear Mountain Capital, Inc.
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$9.5K (+$2.6K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares54
Change+54
Value$8.0K
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares51 from 48
Change+3 (+6%)
Value$7.6K (+$2.1K)
Filed 2026-10-29
LAM Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.4K (+$1.7K)
Filed 2026-10-26
Point Nemo Capital, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.4K (+$1.7K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares44
Change+44
Value$6.5K
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares43 from 18
Change+25 (+139%)
Value$6.4K (+$4.3K)
Filed 2026-10-07
John Boyer, Inc.
NEW
Shares42
Change+42
Value$6.2K
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$6.1K (+$1.4K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
DECREASED
Shares40 from 140
Change-100 (-71%)
Value$5.9K (-$10.1K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares40 from 59
Change-19 (-32%)
Value$5.9K (-$804)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.9K (+$1.4K)
Filed 2026-10-23
Vision Financial Markets LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.0K (+$1.1K)
Filed 2026-10-22
Global Trust Asset Management, LLC
INCREASED
Shares36 from 21
Change+15 (+71%)
Value$5.4K (+$3.0K)
Filed 2026-10-19
Covestor Ltd
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5 (-$4.0K)
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.9K (+$1.1K)
Filed 2026-10-14
Activest Wealth Management
DECREASED
Shares30 from 50
Change-20 (-40%)
Value$4.4K (-$1.3K)
Filed 2026-10-15
Winch Advisory Services, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.3K (+$990)
Filed 2026-11-06
Beacon Financial Strategies Corp
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.0K (+$922)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
DECREASED
Shares25 from 118
Change-93 (-79%)
Value$3.7K (-$9.8K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares24
Change+24
Value$3.5K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
NEW
Shares23
Change+23
Value$3.4K
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares23
Change+23
Value$3.4K
Filed 2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.3K (+$751)
Filed 2026-10-07
Bernzott Capital Advisors
NEW
Shares21
Change+21
Value$3.1K
Filed 2026-10-29
Essential Investment Partners LLC
INCREASED
Shares20 from 10
Change+10 (+100%)
Value$3.0K (+$1.8K)
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.0K (+$682)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.0K (+$682)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.0K (+$682)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares19
Change+19
Value$2.8K
Filed 2026-11-02
Breakwater Investment Management
INCREASED
Shares19 from 10
Change+9 (+90%)
Value$2.8K (+$1.7K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares18
Change+18
Value$2.7K
Filed 2026-10-19
Pacific Center for Financial Services
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.7K (+$614)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.7K (+$614)
Filed 2026-10-16
Salomon & Ludwin, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.4K (+$427)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.2K (+$512)
Filed 2026-10-19
Investors Research Corp
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.1K (+$477)
Filed 2026-10-07
Security National Bank
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.1K (+$477)
Filed 2026-10-26
Clark Wealth Partners
NEW
Shares11
Change+11
Value$1.6K
Filed 2026-10-19
New England Capital Financial Advisors LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.6K (+$376)
Filed 2026-11-03
High Point Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (+$341)
Filed 2026-11-05
Addison Advisors LLC
NEW
Shares8
Change+8
Value$1.2K
Filed 2026-11-06
Blume Capital Management, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (+$273)
Filed 2026-10-26
Contravisory Investment Management, Inc.
NEW
Shares7
Change+7
Value$1.0K
Filed 2026-10-13
Proathlete Wealth Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$889 (+$204)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
NEW
Shares5
Change+5
Value$741
Filed 2026-10-15
PayPay Securities Corp
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$742 (-$57)
Filed 2026-10-27
RHL Group, LLC
NEW
Shares4
Change+4
Value$593
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$389 (+$90)
Filed 2026-10-19
Montgomery Financial Services LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$148 (+$34)
Filed 2026-11-03
Rakuten Securities, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$148 (+$34)
Filed 2026-11-02
Bank Pictet & Cie (Europe) AG
CLOSED
Shares0 from 83,978
Change-83,978 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-20
Jcic Asset Management Inc.
CLOSED
Shares0 from 59,237
Change-59,237 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-30
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 36,628
Change-36,628 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-04
111 Capital
CLOSED
Shares0 from 18,327
Change-18,327 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Walter Public Investments Inc.
CLOSED
Shares0 from 17,534
Change-17,534 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Ted Buchan & Co
CLOSED
Shares0 from 14,845
Change-14,845 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-23
Wellington Shields & Co., LLC
CLOSED
Shares0 from 12,600
Change-12,600 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$913.4K)
Filed 2026-11-03
Tannin Capital LLC
CLOSED
Shares0 from 7,545
Change-7,545 (-100%)
Value$0 (-$861.5K)
Filed 2026-11-05
Northside Capital Management, LLC
CLOSED
Shares0 from 6,842
Change-6,842 (-100%)
Value$0 (-$781.2K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 6,631
Change-6,631 (-100%)
Value$0 (-$757.1K)
Filed 2026-10-09
ABC Arbitrage SA
CLOSED
Shares0 from 6,323
Change-6,323 (-100%)
Value$0 (-$722.0K)
Filed 2026-10-23
Howland Capital Management LLC
CLOSED
Shares0 from 5,405
Change-5,405 (-100%)
Value$0 (-$617.1K)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
CLOSED
Shares0 from 4,944
Change-4,944 (-100%)
Value$0 (-$564.5K)
Filed 2026-10-20
Capital CS Group, LLC
CLOSED
Shares0 from 4,664
Change-4,664 (-100%)
Value$0 (-$532.5K)
Filed 2026-10-29
Castleview Partners, LLC
CLOSED
Shares0 from 4,011
Change-4,011 (-100%)
Value$0 (-$458.0K)
Filed 2026-10-09
Axim Planning & Wealth
CLOSED
Shares0 from 3,702
Change-3,702 (-100%)
Value$0 (-$422.7K)
Filed 2026-10-28
R Squared Ltd
CLOSED
Shares0 from 3,499
Change-3,499 (-100%)
Value$0 (-$399.5K)
Filed 2026-11-06
Goldstein Advisors, LLC
CLOSED
Shares0 from 3,361
Change-3,361 (-100%)
Value$0 (-$383.8K)
Filed 2026-10-15
Piar LLC
CLOSED
Shares0 from 3,235
Change-3,235 (-100%)
Value$0 (-$369.4K)
Filed 2026-10-21
Emerald Advisors, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$342.5K)
Filed 2026-10-13
Deltec Asset Management LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$342.5K)
Filed 2026-10-26
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 2,734
Change-2,734 (-100%)
Value$0 (-$312.2K)
Filed 2026-10-08
Inscription Capital, LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$282.9K)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,420
Change-2,420 (-100%)
Value$0 (-$276.3K)
Filed 2026-11-05
Moss Adams Wealth Advisors LLC
CLOSED
Shares0 from 2,253
Change-2,253 (-100%)
Value$0 (-$257.2K)
Filed 2026-10-28
Clear Wave Wealth Management LLC
CLOSED
Shares0 from 2,244
Change-2,244 (-100%)
Value$0 (-$256.2K)
Filed 2026-11-04
Archford Capital Strategies, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-19
Allen Capital Group, LLC
CLOSED
Shares0 from 2,025
Change-2,025 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-27
Wealth Science Advisors LLC
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-09
Mountain Capital Investment Advisors Inc.
CLOSED
Shares0 from 1,873
Change-1,873 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-06
Howard Bailey Securities, LLC
CLOSED
Shares0 from 1,821
Change-1,821 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-27
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 1,813
Change-1,813 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-26
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 1,768
Change-1,768 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1,180
Change-1,180 (-100%)
Value$0 (-$134.7K)
Filed 2026-10-07
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,159
Change-1,159 (-100%)
Value$0 (-$132.3K)
Filed 2026-10-13
Barrett & Company, Inc.
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$105.6K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$82.2K)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$49.8K)
Filed 2026-11-05
Solstein Capital, LLC
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$49.1K)
Filed 2026-11-02
Tobam
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$57)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-16
Kingdom Financial Group Llc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-04
BankPlus Trust Department
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$10.3K)
Filed 2026-11-06
Towne Trust Company, N.a
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-28
Trust Co of Toledo NA
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-16
Axiom Investment Management LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-20
West Paces Advisors Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-13
West Financial Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-22
Tower Trust & Investment Co
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$685)
Filed 2026-10-28
Brooklyn FI, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$592)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$494)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$228)
Filed 2026-10-29
Bayforest Capital Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$114)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4.4M (+$636.3K)
Filed 2026-10-29
Capital International Investors
N/A
Shares— from 54,893,641
Change-54,893,641 (-100%)
Value—
FMR LLC
N/A
Shares— from 47,175,518
Change-47,175,518 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 36,570,929
Change-36,570,929 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 34,133,098
Change-34,133,098 (-100%)
Value—
Capital World Investors
N/A
Shares— from 34,087,544
Change-34,087,544 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 28,403,600
Change-28,403,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,517,034
Change-25,517,034 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 24,751,765
Change-24,751,765 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 23,534,300
Change-23,534,300 (-100%)
Value—
FIL Ltd
N/A
Shares— from 19,275,482
Change-19,275,482 (-100%)
Value—
Norges Bank
N/A
Shares— from 16,410,473
Change-16,410,473 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,220,724
Change-15,220,724 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 14,408,186
Change-14,408,186 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,770,055
Change-13,770,055 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 11,852,596
Change-11,852,596 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,443,080
Change-11,443,080 (-100%)
Value—
Bamco Inc
N/A
Shares— from 11,155,546
Change-11,155,546 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 10,862,064
Change-10,862,064 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,154,753
Change-10,154,753 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,020,663
Change-10,020,663 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 9,280,520
Change-9,280,520 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 9,079,131
Change-9,079,131 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 8,932,140
Change-8,932,140 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,301,893
Change-8,301,893 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8,026,490
Change-8,026,490 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,814,726
Change-7,814,726 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 7,491,701
Change-7,491,701 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 7,242,079
Change-7,242,079 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,892,527
Change-6,892,527 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 6,846,396
Change-6,846,396 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 6,325,050
Change-6,325,050 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,162,904
Change-6,162,904 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,950,335
Change-5,950,335 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 5,906,160
Change-5,906,160 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,824,991
Change-5,824,991 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,221,153
Change-5,221,153 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 4,577,524
Change-4,577,524 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4,432,439
Change-4,432,439 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 4,155,925
Change-4,155,925 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 4,107,065
Change-4,107,065 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 4,074,005
Change-4,074,005 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,031,656
Change-4,031,656 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,962,700
Change-3,962,700 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,812,940
Change-3,812,940 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,722,361
Change-3,722,361 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,706,397
Change-3,706,397 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,469,946
Change-3,469,946 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 3,366,810
Change-3,366,810 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,279,616
Change-3,279,616 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,984,845
Change-2,984,845 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,866,960
Change-2,866,960 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,830,240
Change-2,830,240 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,678,971
Change-2,678,971 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,633,169
Change-2,633,169 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,394,385
Change-2,394,385 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,385,151
Change-2,385,151 (-100%)
Value—
Durable Capital Partners LP
N/A
Shares— from 2,335,694
Change-2,335,694 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,322,857
Change-2,322,857 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,168,217
Change-2,168,217 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,163,787
Change-2,163,787 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,144,798
Change-2,144,798 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 2,131,695
Change-2,131,695 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,065,064
Change-2,065,064 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,927,406
Change-1,927,406 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,919,693
Change-1,919,693 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,853,916
Change-1,853,916 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 1,835,426
Change-1,835,426 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,827,570
Change-1,827,570 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,759,877
Change-1,759,877 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 1,725,549
Change-1,725,549 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,712,569
Change-1,712,569 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,658,388
Change-1,658,388 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,633,517
Change-1,633,517 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,626,341
Change-1,626,341 (-100%)
Value—
Strategy Capital LLC
N/A
Shares— from 1,602,908
Change-1,602,908 (-100%)
Value—
Ashe Capital Management, LP
N/A
Shares— from 1,542,738
Change-1,542,738 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,512,628
Change-1,512,628 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,470,808
Change-1,470,808 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,426,749
Change-1,426,749 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,405,574
Change-1,405,574 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,321,984
Change-1,321,984 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,279,215
Change-1,279,215 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,276,855
Change-1,276,855 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 1,274,813
Change-1,274,813 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,265,477
Change-1,265,477 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,132,890
Change-1,132,890 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,116,576
Change-1,116,576 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,066,000
Change-1,066,000 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,059,894
Change-1,059,894 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 977,068
Change-977,068 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 976,571
Change-976,571 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 967,947
Change-967,947 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 956,521
Change-956,521 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 901,742
Change-901,742 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 901,731
Change-901,731 (-100%)
Value—
Thrive Capital Management, LLC
N/A
Shares— from 895,817
Change-895,817 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 867,328
Change-867,328 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 833,950
Change-833,950 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 830,891
Change-830,891 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 821,993
Change-821,993 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 821,673
Change-821,673 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 803,178
Change-803,178 (-100%)
Value—
State Street Corp
N/A
Shares— from 802,915
Change-802,915 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 783,719
Change-783,719 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 776,493
Change-776,493 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 773,620
Change-773,620 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 733,749
Change-733,749 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 703,753
Change-703,753 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 703,575
Change-703,575 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 692,163
Change-692,163 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 651,765
Change-651,765 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 635,990
Change-635,990 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 625,026
Change-625,026 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 620,000
Change-620,000 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 609,503
Change-609,503 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 609,006
Change-609,006 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 534,485
Change-534,485 (-100%)
Value—
Blair William & Co
N/A
Shares— from 521,868
Change-521,868 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 508,697
Change-508,697 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 493,085
Change-493,085 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 481,667
Change-481,667 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 471,205
Change-471,205 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 456,444
Change-456,444 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 451,724
Change-451,724 (-100%)
Value—
Capital International LTD
N/A
Shares— from 448,711
Change-448,711 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 448,018
Change-448,018 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 442,232
Change-442,232 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 438,404
Change-438,404 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 436,547
Change-436,547 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 431,739
Change-431,739 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 425,633
Change-425,633 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 422,002
Change-422,002 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 385,130
Change-385,130 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 385,053
Change-385,053 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 377,321
Change-377,321 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 376,521
Change-376,521 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 366,139
Change-366,139 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 358,160
Change-358,160 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 344,055
Change-344,055 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 336,981
Change-336,981 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 328,206
Change-328,206 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 327,792
Change-327,792 (-100%)
Value—
Islander Capital Partners, L.P.
N/A
Shares— from 326,000
Change-326,000 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 308,587
Change-308,587 (-100%)
Value—
ThornTree Capital Partners LP
N/A
Shares— from 307,137
Change-307,137 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 293,359
Change-293,359 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 292,956
Change-292,956 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 291,826
Change-291,826 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 288,427
Change-288,427 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 282,321
Change-282,321 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 278,788
Change-278,788 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 278,312
Change-278,312 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 277,949
Change-277,949 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 274,697
Change-274,697 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 270,035
Change-270,035 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 262,749
Change-262,749 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 254,222
Change-254,222 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 253,940
Change-253,940 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 252,988
Change-252,988 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 252,702
Change-252,702 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 252,158
Change-252,158 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 247,081
Change-247,081 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 246,547
Change-246,547 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 244,860
Change-244,860 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 242,597
Change-242,597 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 236,099
Change-236,099 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 231,316
Change-231,316 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 227,857
Change-227,857 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 226,558
Change-226,558 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 225,599
Change-225,599 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 225,253
Change-225,253 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 225,045
Change-225,045 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 215,685
Change-215,685 (-100%)
Value—
Ampersand Capital Group, L.P.
N/A
Shares— from 212,763
Change-212,763 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 211,118
Change-211,118 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 209,649
Change-209,649 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 206,771
Change-206,771 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 203,003
Change-203,003 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 199,319
Change-199,319 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 198,803
Change-198,803 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 198,162
Change-198,162 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 193,908
Change-193,908 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 191,135
Change-191,135 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 191,034
Change-191,034 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 189,130
Change-189,130 (-100%)
Value—
Marcho Partners LLP
N/A
Shares— from 188,235
Change-188,235 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 186,794
Change-186,794 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 186,647
Change-186,647 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 175,200
Change-175,200 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 173,166
Change-173,166 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 162,500
Change-162,500 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 157,580
Change-157,580 (-100%)
Value—
Tremblant Capital Group
N/A
Shares— from 155,592
Change-155,592 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 153,440
Change-153,440 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 152,481
Change-152,481 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 152,430
Change-152,430 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 151,666
Change-151,666 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 148,226
Change-148,226 (-100%)
Value—
Arthedge Capital Management, LLC
N/A
Shares— from 146,600
Change-146,600 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 142,582
Change-142,582 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 135,616
Change-135,616 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 132,447
Change-132,447 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 131,674
Change-131,674 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 130,236
Change-130,236 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 129,890
Change-129,890 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 129,500
Change-129,500 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 123,083
Change-123,083 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 122,872
Change-122,872 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 122,698
Change-122,698 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 122,580
Change-122,580 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 122,236
Change-122,236 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 120,284
Change-120,284 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 119,583
Change-119,583 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 119,534
Change-119,534 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 117,934
Change-117,934 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 117,795
Change-117,795 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 116,789
Change-116,789 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 113,786
Change-113,786 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 112,530
Change-112,530 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 111,660
Change-111,660 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 110,176
Change-110,176 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 106,676
Change-106,676 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 105,290
Change-105,290 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 103,100
Change-103,100 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 101,216
Change-101,216 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 100,367
Change-100,367 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 99,811
Change-99,811 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 98,744
Change-98,744 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 94,971
Change-94,971 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 92,522
Change-92,522 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 90,639
Change-90,639 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 89,671
Change-89,671 (-100%)
Value—
Sycale Advisors (NY) LLC
N/A
Shares— from 89,430
Change-89,430 (-100%)
Value—
Foxhaven Asset Management, LP
N/A
Shares— from 89,303
Change-89,303 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 88,161
Change-88,161 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 87,872
Change-87,872 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 87,164
Change-87,164 (-100%)
Value—
&partners
N/A
Shares— from 86,703
Change-86,703 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 85,503
Change-85,503 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 84,692
Change-84,692 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 84,578
Change-84,578 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 83,545
Change-83,545 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 81,421
Change-81,421 (-100%)
Value—
Square PEG Capital PTY LTD
N/A
Shares— from 80,300
Change-80,300 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 80,186
Change-80,186 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 79,781
Change-79,781 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 79,714
Change-79,714 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 79,580
Change-79,580 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 79,519
Change-79,519 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 79,492
Change-79,492 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 79,275
Change-79,275 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 78,808
Change-78,808 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 77,800
Change-77,800 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 77,338
Change-77,338 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 77,170
Change-77,170 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 75,511
Change-75,511 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 74,817
Change-74,817 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 73,803
Change-73,803 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 71,450
Change-71,450 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 70,169
Change-70,169 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 68,493
Change-68,493 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 67,661
Change-67,661 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 66,915
Change-66,915 (-100%)
Value—
Mirova
N/A
Shares— from 65,742
Change-65,742 (-100%)
Value—
Prudential PLC
N/A
Shares— from 65,167
Change-65,167 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 65,143
Change-65,143 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 64,625
Change-64,625 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 64,357
Change-64,357 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 64,230
Change-64,230 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 63,545
Change-63,545 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 62,736
Change-62,736 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 62,616
Change-62,616 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 61,164
Change-61,164 (-100%)
Value—
EFG International AG
N/A
Shares— from 60,857
Change-60,857 (-100%)
Value—
Allianz SE
N/A
Shares— from 60,617
Change-60,617 (-100%)
Value—
Commerce Bank
N/A
Shares— from 60,564
Change-60,564 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 58,613
Change-58,613 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 58,459
Change-58,459 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 58,253
Change-58,253 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 57,742
Change-57,742 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 57,425
Change-57,425 (-100%)
Value—
Dnca Finance
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 55,278
Change-55,278 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 54,295
Change-54,295 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 53,700
Change-53,700 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 53,470
Change-53,470 (-100%)
Value—
12 West Capital Management LP
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 51,006
Change-51,006 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 50,860
Change-50,860 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 50,510
Change-50,510 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 50,263
Change-50,263 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 50,200
Change-50,200 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 49,633
Change-49,633 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 48,748
Change-48,748 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 48,341
Change-48,341 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,093
Change-48,093 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 47,676
Change-47,676 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 47,549
Change-47,549 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 46,114
Change-46,114 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 44,716
Change-44,716 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 44,230
Change-44,230 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 43,440
Change-43,440 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 43,071
Change-43,071 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 42,733
Change-42,733 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 42,586
Change-42,586 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 41,570
Change-41,570 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 40,952
Change-40,952 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 40,619
Change-40,619 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 40,282
Change-40,282 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 39,505
Change-39,505 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 39,471
Change-39,471 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 37,100
Change-37,100 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 37,089
Change-37,089 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 36,792
Change-36,792 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 36,525
Change-36,525 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 36,491
Change-36,491 (-100%)
Value—
Stephens Inc
N/A
Shares— from 35,760
Change-35,760 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,483
Change-35,483 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 34,865
Change-34,865 (-100%)
Value—
Ttrf Capital Ltd
N/A
Shares— from 34,804
Change-34,804 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 33,417
Change-33,417 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 33,005
Change-33,005 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 32,209
Change-32,209 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 32,198
Change-32,198 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 31,030
Change-31,030 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 30,649
Change-30,649 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 30,585
Change-30,585 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 30,407
Change-30,407 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 30,080
Change-30,080 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 29,858
Change-29,858 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 28,734
Change-28,734 (-100%)
Value—
ING Groep NV
N/A
Shares— from 28,481
Change-28,481 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,874
Change-27,874 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 27,815
Change-27,815 (-100%)
Value—
Palidye Holdings (Caymans) Ltd
N/A
Shares— from 27,794
Change-27,794 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 27,669
Change-27,669 (-100%)
Value—
Dockside LLC
N/A
Shares— from 27,649
Change-27,649 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 27,429
Change-27,429 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,143
Change-27,143 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 26,839
Change-26,839 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,821
Change-26,821 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,763
Change-26,763 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 26,164
Change-26,164 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 25,745
Change-25,745 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 25,691
Change-25,691 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 25,531
Change-25,531 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 24,795
Change-24,795 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,442
Change-24,442 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 23,448
Change-23,448 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 22,920
Change-22,920 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,489
Change-22,489 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 22,483
Change-22,483 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,652
Change-21,652 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 21,199
Change-21,199 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,198
Change-21,198 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 21,165
Change-21,165 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 21,104
Change-21,104 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 21,042
Change-21,042 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,983
Change-20,983 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 20,595
Change-20,595 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 20,306
Change-20,306 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,017
Change-20,017 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,707
Change-19,707 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 19,670
Change-19,670 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 19,350
Change-19,350 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 19,347
Change-19,347 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 18,871
Change-18,871 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,860
Change-18,860 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 18,295
Change-18,295 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 17,810
Change-17,810 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 17,161
Change-17,161 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,150
Change-17,150 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,999
Change-16,999 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 16,897
Change-16,897 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 16,215
Change-16,215 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 16,154
Change-16,154 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,071
Change-16,071 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,988
Change-15,988 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 15,772
Change-15,772 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 15,630
Change-15,630 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 15,497
Change-15,497 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,486
Change-15,486 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 15,217
Change-15,217 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 15,201
Change-15,201 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Simmons Bank
N/A
Shares— from 14,372
Change-14,372 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 14,349
Change-14,349 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,858
Change-13,858 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 13,757
Change-13,757 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,542
Change-13,542 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,515
Change-13,515 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 13,475
Change-13,475 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,028
Change-13,028 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 12,977
Change-12,977 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,757
Change-12,757 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 12,544
Change-12,544 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 12,419
Change-12,419 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 12,399
Change-12,399 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,987
Change-11,987 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 11,748
Change-11,748 (-100%)
Value—
Ossiam
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,432
Change-11,432 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 11,246
Change-11,246 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 10,930
Change-10,930 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 10,774
Change-10,774 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 10,357
Change-10,357 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,631
Change-9,631 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,569
Change-9,569 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,661
Change-8,661 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 8,485
Change-8,485 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 8,207
Change-8,207 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 8,156
Change-8,156 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,940
Change-7,940 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,888
Change-6,888 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 6,679
Change-6,679 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,398
Change-6,398 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 6,282
Change-6,282 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,806
Change-5,806 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,129
Change-5,129 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Corient IA LP
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Nano Cap New Millennium Growth Fund L P
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 799
Change-799 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 776
Change-776 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 720
Change-720 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 715
Change-715 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 709
Change-709 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 686
Change-686 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Park Circle Co
N/A
Shares— from 650
Change-650 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 611
Change-611 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 604
Change-604 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 593
Change-593 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 517
Change-517 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 463
Change-463 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 446
Change-446 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 420
Change-420 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 310
Change-310 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 121
Change-121 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 120
Change-120 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 86
Change-86 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 80
Change-80 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 72
Change-72 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 49
Change-49 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 42
Change-42 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10
Change-10 (-100%)
Value—
Quarry LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED15,796,22514,338,616+1,457,609+10%$1.7B$2.4B+$709.3M2026-11-06
MacKenzie Financial Corp
DECREASED9,506,3349,558,174-51,840-1%$1.2M$1.4B+$1.4B2026-11-02
Deutsche Bank Ag\
INCREASED5,167,1393,396,901+1,770,238+52%$387.9M$766.3M+$378.4M2026-11-06
CIBC Asset Management Inc
INCREASED4,405,1004,308,187+96,913+2%$493.8M$656.8M+$163.0M2026-11-05
Bank of New York Mellon Corp
INCREASED4,022,6523,819,522+203,130+5%$436.1M$596.6M+$160.4M2026-11-05
Barclays PLC
DECREASED3,563,6403,655,581-91,941-3%$417.4M$528.5M+$111.1M2026-11-06
Amundi
INCREASED3,188,6992,720,427+468,272+17%$310.6M$472.9M+$162.3M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,523,8583,585,720-1,061,862-30%$409.4M$374.3M-$35.1M2026-10-29
Mirova US LLC
DECREASED2,042,5462,600,237-557,691-21%$296.9M$302.9M+$6.0M2026-11-05
Pictet Asset Management Holding SA
DECREASED1,734,9261,740,052-5,1260%$198.8M$257.5M+$58.7M2026-11-03
LPL Financial LLC
DECREASED1,657,1041,658,508-1,4040%$189.4M$245.7M+$56.4M2026-11-06
TD Waterhouse Canada Inc.
INCREASED1,580,5971,414,866+165,731+12%$172.4M$235.4M+$63.0M2026-10-16
Russell Investments Group, Ltd.
DECREASED1,504,5231,554,830-50,307-3%$177.6M$223.2M+$45.5M2026-11-06
Barton Investment Management
DECREASED1,501,2721,580,601-79,329-5%$180.5M$222.6M+$42.2M2026-10-27
ProShare Advisors LLC
INCREASED1,168,1561,134,069+34,087+3%$129.5M$173.2M+$43.7M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED1,167,960524,986+642,974+122%$60.2M$173.1K-$60.1M2026-10-27
Zevenbergen Capital Investments LLC
DECREASED1,064,0211,183,816-119,795-10%$135.2M$157.8M+$22.6M2026-10-08
Citigroup Inc
DECREASED918,7041,127,899-209,195-19%$129.0M$136.5M+$7.5M2026-11-04
Neos Investment Management LLC
INCREASED822,643737,600+85,043+12%$84.2M$122.0M+$37.8M2026-11-04
Dimensional Fund Advisors LP
INCREASED819,232784,542+34,690+4%$89.6M$121.5M+$31.9M2026-11-04
Addenda Capital Inc.
DECREASED795,929798,719-2,7900%$129.6M$167.9M+$38.3M2026-10-13
Congress Asset Management Co
DECREASED730,843764,601-33,758-4%$87.3M$108.4M+$21.1M2026-10-06
Mirae Asset Global Investments Co., Ltd.
INCREASED692,862643,260+49,602+8%$73.4M$102.8M+$29.3M2026-11-03
Fiera Capital Corp
DECREASED653,263663,438-10,175-2%$75.8M$96.9M+$21.2M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED565,085428,663+136,422+32%$52.1M$84.2M+$32.1M2026-11-04
Allen Investment Management, LLC
INCREASED529,642519,490+10,152+2%$59.3M$78.6M+$19.2M2026-11-03
Creative Planning
INCREASED485,116469,832+15,284+3%$53.6M$71.9M+$18.3M2026-11-02
AGF Management LTD
DECREASED373,352506,490-133,138-26%$58.0M$55.4M-$2.6M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED364,072357,272+6,800+2%$40.9M$54.1K-$40.8M2026-10-08
AMF Tjanstepension AB
UNCHANGED350,833350,83300%$40.1M$52.0M+$12.0M2026-10-22
Privium Fund Management B.V.
DECREASED305,000370,000-65,000-18%$42.2M$45.2M+$3.0M2026-11-03
Nykredit A/S
INCREASED303,793297,200+6,593+2%$34.0M$45.1M+$11.1M2026-11-06
Commonwealth Equity Services, LLC
INCREASED297,602292,174+5,428+2%$33.4M$44.1M+$10.8M2026-11-02
Strs Ohio
DECREASED295,250413,936-118,686-29%$47.3M$43.8M-$3.5M2026-10-30
Truist Financial Corp
DECREASED293,036303,346-10,310-3%$34.6M$43.5M+$8.8M2026-10-30
William Blair Investment Management, LLC
NEW287,043—+287,043——$42.6M—2026-11-06
HB Wealth Management, LLC
INCREASED282,413282,009+404+0%$32.2M$41.9M+$9.7M2026-10-23
Equitable Trust Co
DECREASED282,094288,785-6,691-2%$33.0M$41.8M+$8.9M2026-10-13
Intact Investment Management Inc.
INCREASED276,484229,594+46,890+20%$26.3M$41.0M+$14.7M2026-11-03
Exchange Traded Concepts, LLC
DECREASED241,018258,427-17,409-7%$29.5M$35.7M+$6.2M2026-10-28
GF Fund Management Co. Ltd.
DECREASED240,274246,294-6,020-2%$28.1M$35.6M+$7.5M2026-10-26
LBP AM SA
INCREASED234,449132,992+101,457+76%$15.2M$34.8M+$19.6M2026-11-06
Swiss Life Asset Management Ltd
DECREASED228,484232,855-4,371-2%$26.6M$33.9M+$7.4M2026-11-03
Assetmark, Inc
INCREASED222,321204,958+17,363+8%$23.4M$33.0M+$9.6M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED217,592232,617-15,025-6%$26.6M$32.3K-$26.5M2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW215,080—+215,080——$31.9M—2026-10-16
Bellecapital International Ltd.
DECREASED212,762213,669-9070%$24.4M$31.6M+$7.2M2026-10-21
Maryland State Retirement & Pension System
DECREASED211,971221,810-9,839-4%$25.3M$31.4M+$6.1M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED190,466198,256-7,790-4%$22.7M$28.3M+$5.6M2026-10-19
SEB Asset Management AB
INCREASED184,228180,576+3,652+2%$20.7M$27.4M+$6.7M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED184,129212,332-28,203-13%$24.2M$27.3M+$3.1M2026-10-27
D.A. Davidson & Co.
INCREASED180,786178,473+2,313+1%$20.4M$26.8M+$6.4M2026-10-28
Merit Financial Group, LLC
INCREASED174,583170,910+3,673+2%$19.5M$25.9M+$6.4M2026-11-06
Dana Investment Advisors, Inc.
INCREASED173,264147,326+25,938+18%$16.8M$25.7M+$8.9M2026-11-06
Lyell Wealth Management, LP
INCREASED169,067167,421+1,646+1%$19.1M$25.1M+$6.0M2026-10-30
Baker Avenue Asset Management, LP
INCREASED167,189165,795+1,394+1%$18.9M$24.8M+$5.9M2026-11-06
Welch & Forbes LLC
INCREASED166,176159,087+7,089+4%$18.2M$24.6M+$6.5M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED165,176164,440+736+0%$11.4M$15.8M+$4.5M2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED156,521155,965+556+0%$17.8M$23.2M+$5.4M2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED155,920156,520-6000%$17.9M$23.1K-$17.8M2026-11-05
Gryphon Financial Partners LLC
INCREASED151,734151,520+214+0%$17.3M$22.5M+$5.2M2026-11-04
Apollon Wealth Management, LLC
DECREASED150,189153,586-3,397-2%$17.5M$22.3M+$4.7M2026-10-23
Achmea Investment Management B.V.
INCREASED149,30389,594+59,709+67%$10.2M$22.2M+$12.0M2026-10-30
Daiwa Securities Group Inc.
INCREASED147,943125,637+22,306+18%$14.3M$21.9M+$7.6M2026-10-29
Cidel Asset Management Inc
INCREASED144,0112,368+141,643+5982%$270.8K$21.4M+$21.1M2026-10-29
iA Global Asset Management Inc.
DECREASED139,374142,281-2,907-2%$16.2M$20.7K-$16.2M2026-10-29
Sierra Summit Advisors LLC
DECREASED129,129150,882-21,753-14%$17.2M$19.1M+$1.9M2026-10-28
Louisbourg Investments Inc.
DECREASED120,336153,670-33,334-22%$17.5M$17.9M+$342.1K2026-10-20
State of Michigan Retirement System
DECREASED119,634187,534-67,900-36%$21.4M$17.7M-$3.7M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED119,531117,257+2,274+2%$13.4M$17.7M+$4.3M2026-11-05
Carnegie Investment Counsel
INCREASED115,804112,168+3,636+3%$12.8M$17.2M+$4.4M2026-10-20
Norden Group LLC
INCREASED113,181104,500+8,681+8%$11.9M$16.8M+$4.9M2026-10-20
Kestra Advisory Services, LLC
INCREASED110,920103,131+7,789+8%$11.8M$16.4M+$4.7M2026-11-02
PNC Financial Services Group, Inc.
INCREASED108,111106,441+1,670+2%$12.2M$16.0M+$3.9M2026-11-06
Capital Investment Services of America, Inc.
INCREASED107,756103,314+4,442+4%$11.8M$16.0M+$4.2M2026-11-02
Nepsis Inc.
DECREASED106,083107,028-945-1%$12.2M$15.7M+$3.5M2026-10-13
Atria Investments, Inc
DECREASED105,043111,018-5,975-5%$12.7M$15.6M+$2.9M2026-10-15
Rakuten Investment Management, Inc.
INCREASED104,84194,363+10,478+11%$10.8M$15.5M+$4.8M2026-10-30
Asset Management One Co., Ltd.
INCREASED103,952101,804+2,148+2%$11.6M$15.4M+$3.8M2026-10-27
Markel Group Inc.
UNCHANGED102,750102,75000%$11.7M$15.2M+$3.5M2026-10-30
Triasima Portfolio Management inc.
INCREASED101,96552,977+48,988+92%$6.1M$15.1M+$9.1M2026-10-15
Thrivent Financial for Lutherans
INCREASED100,22697,076+3,150+3%$11.1M$14.9K-$11.1M2026-11-05
Henry James International Management Inc.
INCREASED97,55084,572+12,978+15%$9.7M$14.5M+$4.8M2026-10-14
Yarbrough Capital, LLC
UNCHANGED97,48897,48800%$11.1M$14.5M+$3.3M2026-10-19
Venture Visionary Partners LLC
INCREASED95,77991,569+4,210+5%$10.5M$14.2M+$3.7M2026-10-07
Natixis
DECREASED94,09896,386-2,288-2%$11.0M$14.0M+$2.9M2026-11-06
Generali Asset Management SPA SGR
INCREASED93,32489,676+3,648+4%$14.6M$19.7M+$5.1M2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED92,95792,95700%$10.6M$13.8K-$10.6M2026-10-20
Lido Advisors, LLC
INCREASED90,55586,291+4,264+5%$9.9M$13.4M+$3.6M2026-11-04
WT Asset Management Ltd
NEW90,000—+90,000——$13.3M—2026-10-28
Prospera Financial Services Inc
INCREASED89,54338,040+51,503+135%$4.3M$14.1M+$9.8M2026-11-04
Covenant Asset Management, LLC
DECREASED85,05690,675-5,619-6%$10.4M$12.6M+$2.3M2026-10-14
AIA Group Ltd
DECREASED84,905126,853-41,948-33%$14.5M$12.6M-$1.9M2026-10-30
Calamos Advisors LLC
INCREASED84,00063,304+20,696+33%$7.2M$12.5M+$5.2M2026-11-02
Eulav Asset Management
DECREASED84,00085,000-1,000-1%$9.7M$12.5M+$2.8M2026-10-23
UniSuper Management Pty Ltd
INCREASED83,00860,408+22,600+37%$9.8M$17.5M+$7.7M2026-10-26
Franklin Street Advisors Inc
INCREASED82,77955,255+27,524+50%$6.3M$12.3M+$6.0M2026-10-13
Genus Capital Management Inc.
INCREASED82,04018,867+63,173+335%$2.2M$12.2M+$10.0M2026-11-04
Milestone Asset Management, LLC
INCREASED81,97325,514+56,459+221%$2.9M$12.2M+$9.2M2026-10-15
Davis-Rea Ltd.
INCREASED80,00070,000+10,000+14%$8.0M$11.9M+$3.9M2026-10-13
Profund Advisors LLC
DECREASED77,03984,041-7,002-8%$9.6M$11.4M+$1.8M2026-10-29
Louisiana State Employees Retirement System
DECREASED76,20078,400-2,200-3%$9.0M$11.3M+$2.3M2026-10-20
Vontobel Holding Ltd.
DECREASED73,25786,138-12,881-15%$9.8M$10.9M+$1.0M2026-10-16
Candriam S.C.A.
DECREASED72,70994,634-21,925-23%$10.8M$10.8M+$28.6K2026-11-03
Third View Private Wealth, LLC
DECREASED69,66670,241-575-1%$8.0M$10.3M+$2.3M2026-10-30
NorthCrest Asset Manangement, LLC
DECREASED68,88471,199-2,315-3%$8.8M$11.3M+$2.6M2026-10-13
Principal Financial Group Inc
DECREASED65,00065,800-800-1%$7.5M$9.7M+$2.1M2026-11-02
US Bancorp \de\
INCREASED64,91962,112+2,807+5%$7.1M$9.6M+$2.5M2026-11-05
Cornerstone Advisors, LLC
DECREASED64,668106,449-41,781-39%$12.2M$9.6M-$2.6M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED63,35843,078+20,280+47%$4.9M$9.4M+$4.5M2026-10-16
Midwest Trust Co
DECREASED61,78962,515-726-1%$7.1M$9.2M+$2.0M2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED60,69262,539-1,847-3%$7.1M$9.0M+$1.9M2026-10-22
HUB Investment Partners, LLC
INCREASED59,90756,203+3,704+7%$6.4M$8.9M+$2.5M2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
UNCHANGED57,05357,05300%$6.5M$8.5M+$1.9M2026-11-03
Wesbanco Bank Inc
DECREASED54,62590,302-35,677-40%$10.3M$8.1M-$2.2M2026-11-04
Signaturefd, LLC
INCREASED53,66351,258+2,405+5%$5.9M$8.0M+$2.1M2026-10-23
Farther Finance Advisors, LLC
DECREASED53,38953,560-1710%$6.1M$7.9M+$1.8M2026-10-08
Kestra Private Wealth Services, LLC
INCREASED53,22744,719+8,508+19%$5.1M$7.9M+$2.8M2026-11-06
Meadowbrook Wealth Management, LLC
DECREASED53,10454,614-1,510-3%$6.2M$7.9M+$1.6M2026-10-08
Hartline Investment Corp/
INCREASED52,31950,921+1,398+3%$5.8M$7.8M+$1.9M2026-10-29
Exane Asset Management
DECREASED52,18078,325-26,145-33%$10.2M$8.8M-$1.4M2026-10-22
Fulcrum Asset Management LLP
INCREASED51,39046,316+5,074+11%$5.3M$7.6M+$2.3M2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED51,32639,722+11,604+29%$4.5M$7.6M+$3.1M2026-10-28
Oppenheimer & Co Inc
DECREASED49,34149,515-1740%$5.7M$7.3M+$1.7M2026-10-26
Maytree Asset Management Ltd
NEW49,200—+49,200——$7.3M—2026-10-29
Diversify Wealth Management, LLC
DECREASED48,34351,757-3,414-7%$6.6M$8.6M+$2.0M2026-10-20
Diversify Advisory Services, LLC
DECREASED48,34351,757-3,414-7%$6.6M$8.6M+$2.0M2026-10-20
Americana Partners, LLC
DECREASED48,22953,622-5,393-10%$6.1M$7.2M+$1.0M2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED47,03843,433+3,605+8%$5.0M$7.0M+$2.0M2026-10-29
Crestwood Advisors Group, LLC
DECREASED45,49846,910-1,412-3%$5.4M$6.7M+$1.4M2026-10-27
Citizens Financial Group Inc
DECREASED44,58147,444-2,863-6%$5.4M$6.6M+$1.2M2026-10-23
Gateway Investment Advisers LLC
DECREASED43,98144,296-315-1%$5.1M$6.5M+$1.5M2026-10-13
Sustainable Growth Advisers, LP
DECREASED43,89674,128-30,232-41%$8.5M$6.5M-$2.0M2026-10-15
Spire Wealth Management
INCREASED43,39325,749+17,644+69%$2.9M$6.4M+$3.5M2026-10-30
AdvisorNet Financial, Inc
INCREASED42,73842,646+92+0%$4.9M$7.4M+$2.5M2026-10-15
Flagship Harbor Advisors, LLC
DECREASED42,31144,150-1,839-4%$5.0M$6.3M+$1.2M2026-10-26
Vise Technologies, Inc.
INCREASED42,25532,401+9,854+30%$3.7M$6.3M+$2.6M2026-10-29
Arthur M. Cohen & Associates, LLC
DECREASED41,91543,003-1,088-3%$4.9M$6.2M+$1.3M2026-10-26
Park Avenue Securities LLC
INCREASED41,55638,319+3,237+8%$4.4M$6.2K-$4.4M2026-10-26
Pembroke Management, LTD
INCREASED41,21510,584+30,631+289%$1.2M$6.1M+$4.9M2026-10-21
SteelPeak Wealth, LLC
DECREASED40,12446,162-6,038-13%$5.3M$6.0M+$679.6K2026-10-16
Bailard, Inc.
UNCHANGED39,52939,52900%$4.5M$5.9M+$1.3M2026-10-13
Carlson Financial, Inc.
DECREASED39,16839,730-562-1%$4.5M$5.8M+$1.3M2026-11-05
Westside Investment Management, Inc.
DECREASED38,67539,175-500-1%$4.5M$5.8M+$1.3M2026-11-02
Pittenger & Anderson Inc
UNCHANGED38,56538,56500%$4.4M$5.7M+$1.3M2026-11-02
Meridian Wealth Management, LLC
DECREASED38,18838,767-579-1%$4.4M$5.7M+$1.2M2026-11-05
Assenagon Asset Management S.A.
INCREASED37,95837,879+79+0%$4.3M$5.6M+$1.3M2026-10-15
Sepio Capital, LP
DECREASED37,35540,855-3,500-9%$4.7M$5.5M+$875.1K2026-10-22
Torrey Growth & Income Advisors
DECREASED36,99337,093-1000%$4.2M$5.6M+$1.3M2026-11-04
Fifth Third Bancorp
DECREASED36,31837,848-1,530-4%$4.3M$5.4M+$1.1M2026-11-05
Kurv Investment Management LLC
INCREASED36,31512,300+24,015+195%$1.4M$5.4M+$4.0M2026-10-28
J.W. Cole Advisors, Inc.
DECREASED35,53837,701-2,163-6%$4.3M$5.3M+$965.6K2026-11-05
Independent Solutions Wealth Management, LLC
DECREASED35,01935,063-440%$4.0M$5.2M+$1.2M2026-10-28
PKO Investment Management Joint-Stock Co
DECREASED34,00040,000-6,000-15%$4.6M$5.1M+$497.8K2026-10-19
Union Bancaire Privee, UBP SA
DECREASED33,474209,933-176,459-84%$23.0M$4.0M-$18.9M2026-11-04
Nightview Capital, LLC
NEW33,180—+33,180——$4.9M—2026-10-20
Ritholtz Wealth Management
INCREASED33,17627,714+5,462+20%$3.2M$4.9M+$1.8M2026-11-05
ASR Vermogensbeheer N.V.
INCREASED32,69925,139+7,560+30%$2.9M$4.9M+$2.0M2026-10-16
Cohen Capital Management, Inc.
UNCHANGED32,67732,67700%$3.7M$4.8M+$1.1M2026-10-14
RFG Advisory, LLC
DECREASED32,62933,711-1,082-3%$3.8M$4.8M+$989.8K2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED32,50040,000-7,500-19%$4.6M$4.8M+$252.6K2026-10-20
Azzad Asset Management Inc
DECREASED32,47732,760-283-1%$3.7M$4.8M+$1.1M2026-11-04
Quadrant Capital Group LLC
INCREASED31,86628,926+2,940+10%$3.3M$5.6M+$2.3M2026-10-20
Clear Harbor Asset Management, LLC
INCREASED31,57429,552+2,022+7%$3.4M$4.7M+$1.3M2026-11-05
Three Seasons Wealth, LLC
DECREASED30,53536,051-5,516-15%$4.1M$4.5M+$412.0K2026-11-03
SWS Partners
INCREASED30,39017,511+12,879+74%$2.0M$4.5M+$2.5M2026-10-26
SBI Securities Co., Ltd.
DECREASED30,20132,376-2,175-7%$3.7M$4.5M+$782.1K2026-10-22
Weaver Capital Management LLC
DECREASED30,04354,246-24,203-45%$6.4M$4.5M-$2.0M2026-10-15
Kopp Family Office, LLC
INCREASED29,84511,803+18,042+153%$1.3M$1.8M+$408.9K2026-10-21
Plato Investment Management Ltd
INCREASED29,36326,533+2,830+11%$3.0M$4.4M+$1.4M2026-11-05
Ascent Wealth Partners, LLC
DECREASED28,90128,996-950%$3.3M$4.3M+$975.3K2026-10-23
GC Wealth Management RIA, LLC
INCREASED28,80427,934+870+3%$3.2M$4.3M+$1.1M2026-11-02
Boyd Watterson Asset Management LLC
INCREASED28,02027,753+267+1%$3.2M$4.2M+$986.5K2026-11-06
Munich Reinsurance Co Stock Corp in Munich
INCREASED27,8511,456+26,395+1813%$166.5K$4.1M+$4.0M2026-10-30
Compound Planning, Inc.
DECREASED27,40828,597-1,189-4%$3.3M$4.1M+$799.4K2026-11-05
Choreo, LLC
DECREASED27,40232,836-5,434-17%$3.7M$4.1M+$314.5K2026-10-28
Legal Advantage Investments, Inc.
INCREASED27,36026,360+1,000+4%$3.0M$4.1M+$1.0M2026-10-13
Baer Investment Advisory LLC
INCREASED27,12416,629+10,495+63%$2.0M$4.0M+$2.0M2026-10-13
Savant Capital, LLC
DECREASED26,39744,610-18,213-41%$5.2M$3.9M-$1.3M2026-11-06
MGO One Seven LLC
INCREASED26,08224,559+1,523+6%$2.8M$3.9M+$1.1M2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED25,91726,017-1000%$3.0M$3.8M+$872.9K2026-10-27
Ethic Inc.
INCREASED25,70219,004+6,698+35%$2.2M$3.8M+$1.6M2026-11-03
Gibbs Wealth Management
INCREASED25,29623,760+1,536+6%$2.7M$3.8M+$1.0M2026-10-22
Portside Wealth Group, LLC
DECREASED25,19733,646-8,449-25%$3.8M$3.7M-$105.0K2026-10-20
Clean Yield Group
INCREASED25,07223,329+1,743+7%$2.7M$3.7M+$1.1M2026-10-28
Allworth Financial LP
INCREASED24,82217,693+7,129+40%$2.0M$2.8M+$814.0K2026-11-06
International Assets Investment Management, LLC
INCREASED24,65723,151+1,506+7%$2.8M$3.7M+$860.3K2026-11-02
Integrity Alliance, Llc.
INCREASED24,47720,606+3,871+19%$2.4M$3.6M+$1.3M2026-10-29
Crossmark Global Holdings, Inc.
DECREASED24,26427,361-3,097-11%$3.1M$3.6M+$474.3K2026-10-21
Institute for Wealth Management, Llc.
INCREASED24,20520,436+3,769+18%$2.3M$3.6M+$1.3M2026-11-06
Asset One Wealth Management LLC
INCREASED24,06023,991+69+0%$3.0M$3.6M+$604.0K2026-11-02
Nfsg Corp
INCREASED24,00622,949+1,057+5%$2.6M$3.6M+$939.8K2026-10-15
Laurion Capital Management LP
NEW23,639—+23,639——$3.5M—2026-10-30
Blue Jean Financial LLC
NEW23,481—+23,481——$3.5M—2026-10-20
Central Pacific Bank - Trust Division
INCREASED23,30620,766+2,540+12%$2.4M$3.5M+$1.1M2026-10-06
Larson Financial Group LLC
INCREASED23,26815,432+7,836+51%$1.8M$3.5M+$1.7M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED23,25115,258+7,993+52%$1.7M$3.4M+$1.7M2026-10-20
United Advisor Group, LLC
INCREASED23,13522,138+997+5%$2.5M$3.4M+$903.2K2026-11-03
Keybank National Association
DECREASED23,03423,805-771-3%$2.7M$3.4M+$697.9K2026-11-04
Parallel Advisors, LLC
DECREASED22,86023,428-568-2%$2.7M$3.4M+$715.0K2026-11-03
Investment Insight Wealth Management, LLC
DECREASED22,80522,915-1100%$2.6M$3.4M+$765.5K2026-10-30
Financial Perspectives, Inc
UNCHANGED22,67622,67600%$2.6M$3.4M+$773.7K2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED22,46424,753-2,289-9%$2.8M$3.3M+$505.1K2026-10-22
Montrusco Bolton Investments Inc.
DECREASED22,44923,843-1,394-6%$2.7M$3.3M+$608.2K2026-10-13
Jeppson Wealth Management, LLC
DECREASED22,38924,586-2,197-9%$2.8M$3.3M+$513.1K2026-10-20
Sigma Planning Corp
DECREASED22,27322,321-480%$2.5M$3.3M+$755.0K2026-10-23
Cigna Investments Inc
DECREASED21,84622,197-351-2%$2.5M$3.2K-$2.5M2026-10-19
Sterling Capital Management LLC
DECREASED21,81422,632-818-4%$2.6M$3.2M+$650.9K2026-10-22
Atala Financial Inc
INCREASED21,80420,580+1,224+6%$2.3M$3.2M+$883.7K2026-10-22
VestGen Advisors, LLC
INCREASED21,61311,804+9,809+83%$1.3M$3.2M+$1.9M2026-10-27
Brighton Jones LLC
DECREASED21,48722,263-776-3%$2.5M$3.2M+$644.6K2026-11-03
Certuity, LLC
DECREASED21,45023,975-2,525-11%$2.8M$3.1M+$397.8K2026-11-02
Compass Wealth Management LLC
INCREASED20,62418,982+1,642+9%$2.2M$3.1M+$891.2K2026-10-22
Codex Capital Asset Management L.L.C.
UNCHANGED20,50020,50000%$2.3M$3.0M+$699.5K2026-10-30
Lanark Financial, Inc.
DECREASED20,33822,073-1,735-8%$2.5M$3.0M+$495.8K2026-10-26
Independent Financial Group, LLC
DECREASED20,07921,385-1,306-6%$2.4M$3.0M+$536.0K2026-10-13
BetterWealth, LLC
INCREASED19,94718,317+1,630+9%$2.1M$3.0M+$866.7K2026-10-15
Alps Advisors Inc
DECREASED19,81520,445-630-3%$2.3M$2.9M+$604.2K2026-11-03
Icici Prudential Asset Management Co Ltd
DECREASED19,72320,168-445-2%$2.3M$2.9M+$622.1K2026-11-06
Weinberger Asset Management, Inc
UNCHANGED19,66519,66500%$2.3M$2.9M+$612.6K2026-10-28
Grove Bank & Trust
DECREASED19,42020,730-1,310-6%$2.4M$2.9M+$513.0K2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED19,37319,37300%$2.2M$2.2M$02026-10-15
Focus Financial Network, Inc.
DECREASED19,22220,865-1,643-8%$2.4M$2.9M+$468.3K2026-10-14
Verdence Capital Advisors LLC
DECREASED18,66118,751-900%$2.1M$2.8M+$626.4K2026-10-26
Fisher Asset Management, LLC
DECREASED18,41123,012-4,601-20%$2.6M$2.7M+$103.0K2026-11-06
Titiun Yejiel
NEW18,010—+18,010——$2.7M—2026-11-06
Moran Wealth Management, LLC
INCREASED17,67416,266+1,408+9%$1.9M$2.6M+$763.8K2026-10-22
Gables Capital Management Inc.
DECREASED17,34517,475-130-1%$2.0M$2.6M+$577.0K2026-11-04
Valeo Financial Advisors, LLC
DECREASED17,29419,821-2,527-13%$2.3M$2.6M+$301.6K2026-10-08
Cypress Wealth Services, LLC
DECREASED17,16917,217-480%$2.0M$2.8M+$857.4K2026-10-21
Nilsine Partners, LLC
INCREASED16,98116,959+22+0%$1.9M$2.5M+$581.9K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED16,89018,414-1,524-8%$2.1M$2.5M+$402.7K2026-11-05
LifeGoal Investments, LLC
INCREASED16,8372,063+14,774+716%$235.6K$2.5M+$2.3M2026-10-09
Putney Financial Group LLC
DECREASED16,64017,054-414-2%$1.9M$2.5M+$520.5K2026-10-30
Midwest Professional Planners, Ltd.
INCREASED16,36115,606+755+5%$1.8M$2.4M+$644.5K2026-10-29
IFP Advisors, Inc
INCREASED16,2528,789+7,463+85%$1.0M$2.4M+$1.4M2026-10-16
Cap Partners, LLC
DECREASED16,08918,175-2,086-11%$2.1M$2.4M+$310.8K2026-10-19
Simplicity Wealth,LLC
INCREASED16,05812,003+4,055+34%$1.4M$2.4M+$1.0M2026-10-23
Uhlmann Price Securities, LLC
DECREASED15,90215,998-96-1%$1.8M$2.4M+$531.6K2026-11-03
Ascentis Wealth Management, LLC
INCREASED15,84315,445+398+3%$1.8M$2.3M+$586.0K2026-11-03
TD Private Client Wealth LLC
DECREASED15,41616,441-1,025-6%$1.9M$2.3M+$409.0K2026-10-28
J. Safra Sarasin Holding AG
DECREASED15,11520,115-5,000-25%$2.3M$2.1M-$247.5K2026-10-26
Hobart Private Capital, LLC
INCREASED15,01411,384+3,630+32%$1.3M$2.2M+$926.8K2026-10-19
Clearstead Advisors, LLC
INCREASED15,00614,717+289+2%$1.7M$2.2M+$544.7K2026-11-06
Harrell Investment Partners, LLC
DECREASED14,97415,121-147-1%$1.7M$2.2M+$494.1K2026-10-15
Procyon Advisors, LLC
DECREASED14,93015,640-710-5%$1.8M$2.2M+$428.3K2026-10-21
Rare Wolf Capital LLC
DECREASED14,87817,466-2,588-15%$2.0M$2.2M+$212.1K2026-10-20
Level Four Advisory Services, LLC
DECREASED14,80115,881-1,080-7%$1.8M$2.2M+$381.7K2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED14,73614,547+189+1%$1.7M$2.2M+$524.4K2026-10-20
Wedbush Securities Inc
DECREASED14,66617,554-2,888-16%$2.0M$2.2K-$2.0M2026-10-22
Colorado Capital Management, Inc.
UNCHANGED14,55014,55000%$1.7K$2.2K+$4972026-10-15
DB&C Advisors, LLC
DECREASED14,46614,666-200-1%$1.7M$2.1M+$470.7K2026-10-26
Chicago Partners Investment Group LLC
DECREASED14,38815,276-888-6%$1.7M$2.4M+$716.1K2026-10-27
Mission Wealth Management, LP
DECREASED14,02023,152-9,132-39%$2.6M$2.1M-$564.3K2026-10-15
Midway Capital Research & Management
INCREASED14,00813,943+65+0%$1.6M$2.1M+$485.4K2026-10-20
Partners Wealth Management, LLC
NEW13,862—+13,862——$2.1M—2026-10-28
Arkfeld Wealth Strategies, L.L.C.
DECREASED13,72413,865-141-1%$1.7M$2.3M+$612.9K2026-10-19
Investment House LLC
INCREASED13,6795,640+8,039+143%$644.0K$2.0M+$1.4M2026-10-21
Malaga Cove Capital, LLC
DECREASED13,66015,354-1,694-11%$1.8M$2.0M+$272.7K2026-10-23
Corrado Advisors, LLC
UNCHANGED13,40013,40000%$1.5M$2.0M+$457.2K2026-10-27
Nvwm, LLC
DECREASED13,13313,356-223-2%$1.5M$1.9M+$422.6K2026-10-14
Parnassus Investments, LLC
INCREASED13,01312,157+856+7%$1.4M$1.9M+$541.7K2026-10-22
Guardian Partners Inc.
INCREASED12,96510,945+2,020+18%$1.3M$1.9M+$674.3K2026-10-21
Wolff Wiese Magana LLC
INCREASED12,92412,715+209+2%$1.5M$1.9M+$464.8K2026-10-15
Regions Financial Corp
INCREASED12,8516,349+6,502+102%$724.9K$1.9M+$1.2M2026-11-05
Bank of New Hampshire
DECREASED12,75814,475-1,717-12%$1.7M$1.9M+$239.3K2026-10-06
SAX Wealth Advisors, LLC
INCREASED12,7568,799+3,957+45%$1.0M$1.9M+$848.0K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED12,71511,015+1,700+15%$1.3M$1.9M+$627.9K2026-10-21
Sustainable Insight Capital Management, LLC
INCREASED12,6004,800+7,800+163%$548.7K$1.9M+$1.3M2026-11-06
Signal Advisors Wealth, LLC
INCREASED12,58912,529+60+0%$1.4M$1.9M+$436.3K2026-10-13
Blue Capital, Inc.
INCREASED12,5128,482+4,030+48%$968.5K$1.9M+$887.1K2026-10-13
Oak Harvest Investment Services
NEW12,500—+12,500——$1.9M—2026-10-20
WealthCare Asset Management, LLC
DECREASED12,35818,044-5,686-32%$2.1M$1.8M-$227.6K2026-10-26
Evergreen Capital Management LLC
DECREASED12,24312,415-172-1%$1.4M$1.8M+$398.1K2026-10-23
Davenport & Co LLC
INCREASED12,14711,492+655+6%$1.3M$1.8M+$489.2K2026-10-14
Montag A & Associates Inc
DECREASED12,10017,004-4,904-29%$1.9M$1.8M-$147.1K2026-10-29
Cooper Financial Group
INCREASED11,97410,042+1,932+19%$1.1M$1.8M+$629.1K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED11,70811,434+274+2%$1.3M$1.7M+$430.8K2026-10-27
Highland Capital Management, LLC
DECREASED11,64012,090-450-4%$1.4M$1.7M+$345.8K2026-10-26
Stableford Capital II LLC
DECREASED11,63311,814-181-2%$1.3M$1.7M+$376.3K2026-10-09
Earned Wealth Advisors, LLC
INCREASED11,52611,241+285+3%$1.3M$1.7M+$425.9K2026-11-06
Acorn Financial Advisory Services Inc
DECREASED11,42611,823-397-3%$1.3M$1.7M+$344.5K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED11,35811,323+35+0%$1.3M$1.7M+$391.5K2026-11-04
Advisory Resource Group
DECREASED11,26111,619-358-3%$1.3M$1.7M+$343.4K2026-10-26
Element Pointe Advisors, LLC
DECREASED11,10111,220-119-1%$1.3M$1.6M+$365.2K2026-10-21
CenterBook Partners LP
NEW11,094—+11,094——$1.6M—2026-11-02
Doliver Advisors, LP
DECREASED11,07911,158-79-1%$1.3M$1.6M+$369.0K2026-10-01
Cypress Capital, LLC
DECREASED11,04011,041-10%$1.3M$1.6M+$376.6K2026-10-20
Strong Retirement Solutions LLC
DECREASED11,01811,025-70%$1.3M$1.6M+$375.1K2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED10,97510,098+877+9%$1.2M$1.6M+$474.6K2026-10-23
Harbor Investment Advisory, LLC
INCREASED10,8393,787+7,052+186%$432.4K$1.6M+$1.2M2026-10-13
Ashton Thomas Securities, LLC
NEW10,836—+10,836——$1.6M—2026-10-26
Avior Wealth Management, LLC
DECREASED10,80512,476-1,671-13%$1.4M$1.6M+$177.9K2026-10-13
Sowell Financial Services LLC
DECREASED10,75011,424-674-6%$1.3M$1.6M+$289.8K2026-10-23
Calamos Wealth Management LLC
INCREASED10,7228,295+2,427+29%$947.1K$1.6M+$643.0K2026-11-02
Means Investment Co., Inc.
DECREASED10,71711,217-500-4%$1.3M$1.6M+$308.6K2026-11-03
Natural Investments, LLC
DECREASED10,69813,600-2,902-21%$1.6M$1.6M+$34.5K2026-11-06
Frank, Rimerman Advisors LLC
INCREASED10,67310,661+12+0%$1.2M$1.6M+$365.5K2026-10-16
Eleva Capital SAS
NEW10,663—+10,663——$1.6M—2026-10-06
Northbridge Financial Group, LLC
INCREASED10,65010,538+112+1%$1.2M$1.8M+$548.1K2026-11-05
Wellington Grp LLC
INCREASED10,6106,821+3,789+56%$778.8K$1.6M+$794.6K2026-11-06
Investment Research & Advisory Group, Inc.
DECREASED10,54610,823-277-3%$1.2M$1.6M+$328.2K2026-10-19
Huntleigh Advisors, Inc.
DECREASED10,32510,725-400-4%$1.2M$1.5M+$306.6K2026-11-03
Yankcom Partnership
DECREASED10,27010,302-320%$1.2M$1.5M+$346.8K2026-10-15
Schorn Wealth LLC
UNCHANGED10,22710,22700%$1.2M$1.5M+$348.9K2026-10-14
Interchange Capital Partners, LLC
DECREASED10,01910,357-338-3%$1.2M$1.5M+$303.5K2026-10-28
Maxi Investments CY Ltd
NEW10,000—+10,000——$2.1K—2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED9,98410,825-841-8%$1.7M$1.9M+$277.2K2026-10-29
PDS Planning, Inc
INCREASED9,9529,535+417+4%$1.1M$1.5M+$387.2K2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED9,92210,106-184-2%$1.2M$1.5M+$317.5K2026-10-05
Cherry Creek Investment Advisors, Inc.
INCREASED9,8199,667+152+2%$1.1M$1.5M+$352.4K2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED9,8049,731+73+1%$1.1M$1.5M+$342.8K2026-11-04
Manchester Capital Management LLC
UNCHANGED9,7379,73700%$1.1M$1.4M+$332.2K2026-10-22
Royal Fund Management, LLC
DECREASED9,67638,226-28,550-75%$4.4M$1.4M-$2.9M2026-10-22
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED9,6457,394+2,251+30%$844.2K$1.4M+$586.1K2026-10-21
Avestar Capital, LLC
DECREASED9,53316,923-7,390-44%$1.9M$1.4M-$518.5K2026-10-28
Clark Asset Management, LLC
INCREASED9,5072,006+7,501+374%$229.0K$1.4M+$1.2M2026-10-19
Titleist Asset Management, LLC
DECREASED9,49210,122-630-6%$1.2M$1.4M+$251.9K2026-10-08
Watershed Private Wealth LLC
DECREASED9,48013,130-3,650-28%$1.5M$1.4M-$93.3K2026-10-30
Harrington Investments, Inc
INCREASED9,4678,762+705+8%$1.0M$1.4M+$403.5K2026-10-14
Pinnacle Associates LTD
DECREASED9,3189,341-230%$1.1M$1.4M+$315.3K2026-10-20
Schear Investment Advisers, LLC
NEW9,224—+9,224——$1.4M—2026-10-14
Tempo Wealth, LLC
INCREASED9,2249,141+83+1%$1.0M$1.4M+$324.2K2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED9,2127,037+2,175+31%$803.5K$1.4M+$562.7K2026-10-13
Cache Advisors, LLC
UNCHANGED9,1939,19300%$1.0M$1.9M+$889.3K2026-10-16
Tuttle Capital Management, LLC
NEW9,171—+9,171——$1.4M—2026-10-21
Axxcess Wealth Management, LLC
DECREASED9,10510,930-1,825-17%$1.2M$1.4M+$102.3K2026-10-21
Quadcap Wealth Management, LLC
DECREASED9,06010,382-1,322-13%$1.2M$1.3M+$158.2K2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED8,9498,94900%$1.0M$1.3M+$305.3K2026-10-16
Confluence Investment Management LLC
INCREASED8,9048,814+90+1%$1.0M$1.3M+$314.1K2026-10-01
Wealth Management Partners, LLC
DECREASED8,9009,585-685-7%$1.1M$1.3M+$225.5K2026-10-21
Valmark Advisers, Inc.
DECREASED8,87910,547-1,668-16%$1.2M$1.3M+$112.5K2026-11-06
Kennedy Investment Group, Inc.
UNCHANGED8,8698,86900%$1.0M$1.3M+$302.6K2026-10-21
BLB&B Advisors, LLC
UNCHANGED8,8158,81500%$1.0M$1.3M+$300.8K2026-10-27
Facet Wealth, Inc.
INCREASED8,8098,225+584+7%$939.1K$1.3M+$367.2K2026-11-04
Katamaran Capital LLP
NEW8,784—+8,784——$1.3M—2026-10-27
Brookstone Capital Management
INCREASED8,7747,532+1,242+16%$860.0K$1.3M+$441.2K2026-10-22
J.Safra Asset Management Corp
INCREASED8,7517,967+784+10%$909.7K$1.3M+$388.1K2026-11-03
Indivisible Partners
INCREASED8,7038,243+460+6%$941.2K$1.3M+$349.5K2026-10-26
Williams Jones Wealth Management, Llc.
UNCHANGED8,5448,54400%$975.6K$1.3M+$291.5K2026-11-05
Jackson Square Capital, LLC
NEW8,515—+8,515——$1.3M—2026-10-19
Woodstock Corp
UNCHANGED8,4758,47500%$967.7K$1.3M+$289.2K2026-10-13
Grant Private Wealth Management Inc
DECREASED8,4748,974-500-6%$1.0M$1.3M+$232.0K2026-10-19
Diversified Trust Co
INCREASED8,4398,138+301+4%$929.2K$1.3M+$322.3K2026-11-06
Total Clarity Wealth Management, Inc.
INCREASED8,3347,944+390+5%$907.0K$1.2M+$328.9K2026-10-26
River Street Advisors LLC
UNCHANGED8,2998,29900%$947.6K$1.2M+$283.2K2026-10-22
Zullo Investment Group, Inc.
DECREASED8,2988,434-136-2%$963.0K$1.2M+$267.6K2026-10-20
Gen-Wealth Partners Inc
INCREASED8,2926,114+2,178+36%$698.0K$1.2M+$531.6K2026-11-04
Y.D. More Investments Ltd
INCREASED8,1153,117+4,998+160%$355.9K$1.2M+$847.6K2026-11-02
Canandaigua National Bank & Trust Co
INCREASED8,0656,416+1,649+26%$732.6K$1.2M+$463.5K2026-10-07
Perigon Wealth Management, LLC
INCREASED8,0548,017+37+0%$915.4K$1.2M+$279.0K2026-10-22
Jacksonville Wealth Management, LLC
UNCHANGED8,0158,01500%$915.1K$1.2M+$273.5K2026-10-30
RMR Wealth Builders
INCREASED8,0087,543+465+6%$861.3K$1.2M+$326.3K2026-10-22
Woodward Diversified Capital, LLC
INCREASED7,9357,895+40+1%$901.5K$1.2M+$275.3K2026-10-21
Confluence Wealth Services, Inc.
INCREASED7,8177,746+71+1%$884.4K$1.2M+$274.8K2026-11-05
Roman Butler Fullerton & Co
INCREASED7,8067,063+743+11%$881.0K$1.3M+$454.4K2026-10-27
Regatta Capital Group, LLC
INCREASED7,7606,953+807+12%$793.9K$1.2M+$356.9K2026-10-23
Woodard & Co Asset Management Group Inc
INCREASED7,7527,693+59+1%$878.4K$1.1M+$271.2K2026-11-03
Kesler, Norman & Wride, LLC
DECREASED7,6837,945-262-3%$907.2K$1.1M+$232.2K2026-11-06
Coastline Trust Co
DECREASED7,6119,665-2,054-21%$1.1M$1.1M+$25.2K2026-10-01
Advisor OS, LLC
INCREASED7,5817,096+485+7%$810.2K$1.1M+$314.0K2026-11-03
Horst & Graben Wealth Management LLC
INCREASED7,5637,498+65+1%$912.0K$1.1M+$209.6K2026-11-02
TFB Advisors LLC
INCREASED7,5586,590+968+15%$752.4K$1.1M+$368.4K2026-11-02
TFC Financial Management, Inc.
UNCHANGED7,5367,53600%$860.5K$1.1M+$257.1K2026-10-26
Canvas Wealth Advisors, LLC
DECREASED7,5178,356-839-10%$954.1K$1.3M+$300.4K2026-11-02
Clear Creek Financial Management, LLC
INCREASED7,4146,932+482+7%$791.5K$1.1M+$308.0K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED7,3987,073+325+5%$807.6K$1.1M+$289.5K2026-10-22
Accredited Investors Inc.
INCREASED7,3597,321+38+1%$835.9K$1.1M+$255.4K2026-11-03
Everhart Financial Group, Inc.
DECREASED7,3127,313-10%$835.0K$1.1M+$249.4K2026-10-08
Moneco Advisors, LLC
DECREASED7,2517,331-80-1%$837.1K$1.1M+$238.3K2026-11-05
Cabot Wealth Management Inc
DECREASED7,2177,725-508-7%$882.0K$1.1M+$188.2K2026-11-05
AlphaCore Capital LLC
INCREASED7,1955,653+1,542+27%$645.5K$1.1M+$421.6K2026-11-04
Eastern Bank
UNCHANGED7,1707,17000%$818.7K$1.1M+$244.6K2026-10-05
United Bank
NEW7,135—+7,135——$1.1M—2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED7,1165,269+1,847+35%$601.8K$1.1M+$453.5K2026-10-13
Journey Retirement Planning & Investment Management LLC
DECREASED7,1119,725-2,614-27%$1.1M$1.1M-$55.8K2026-10-09
Harbour Capital Advisors, LLC
INCREASED7,1056,885+220+3%$843.7K$1.1M+$210.0K2026-10-13
Keystone Wealth Services, LLC
UNCHANGED7,0967,09600%$810.2K$1.1M+$241.8K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED7,0666,521+545+8%$744.6K$1.0M+$303.3K2026-10-22
Formuepleje A/S
NEW7,028—+7,028——$1.5M—2026-10-15
180 Wealth Advisors, LLC
INCREASED7,0266,902+124+2%$788.0K$1.0M+$253.9K2026-11-03
CWA Asset Management Group, LLC
DECREASED7,0157,536-521-7%$860.5K$1.0M+$179.9K2026-10-19
Kercheville Advisors, LLC
INCREASED7,0006,130+870+14%$699.9K$1.0M+$338.2K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED6,9883,883+3,105+80%$443.4K$1.0M+$593.0K2026-10-27
Focused Wealth Management, Inc
DECREASED6,7886,888-100-1%$786.5K$1.0M+$220.2K2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED6,7587,035-277-4%$803.3K$1.0M+$199.0K2026-11-03
Nadler Financial Group, Inc.
UNCHANGED6,6896,68900%$763.8K$992.0K+$228.2K2026-10-23
71 West Capital Partners
DECREASED6,5966,640-44-1%$758.2K$978.2K+$220.0K2026-11-04
Congress Park Capital LLC
DECREASED6,4758,475-2,000-24%$967.7K$960.2K-$7.4K2026-10-13
AlphaStar Capital Management, LLC
DECREASED6,4757,243-768-11%$827.0K$960.3K+$133.3K2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED6,4486,321+127+2%$721.7K$956.2K+$234.5K2026-10-23
Lake Street Private Wealth, LLC
DECREASED6,4176,580-163-2%$751.3K$951.6K+$200.3K2026-10-22
TBH Global Asset Management, LLC
INCREASED6,3696,361+8+0%$726.3K$944.6K+$218.2K2026-11-03
SLT Holdings LLC
DECREASED6,3666,906-540-8%$788.5K$944.1K+$155.6K2026-10-15
Lantern Wealth Advisors, LLC
INCREASED6,3505,950+400+7%$679.4K$941.7K+$262.3K2026-10-22
NBH Bank
INCREASED6,3226,317+5+0%$721.3K$937.6K+$216.3K2026-11-05
Equity Wealth Partners, LLC
DECREASED6,3176,615-298-4%$755.3K$936.8K+$181.5K2026-10-26
MCF Advisors LLC
INCREASED6,2536,224+29+0%$710.7K$927.3K+$216.7K2026-10-28
WMS Group LLC
DECREASED6,2056,303-98-2%$719.7K$920.2K+$200.5K2026-11-06
Clay Northam Wealth Management, LLC
INCREASED6,1965,796+400+7%$661.8K$918.9K+$257.1K2026-10-13
Garner Asset Management Corp
DECREASED6,1846,326-142-2%$722.3K$1.0M+$317.7K2026-10-30
Ascent Group, LLC
INCREASED6,1815,906+275+5%$674.4K$916.7K+$242.3K2026-10-30
Segment Wealth Management, LLC
INCREASED6,1466,013+133+2%$686.6K$911.5K+$224.9K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED6,1235,324+799+15%$607.9K$908.1K+$300.2K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED6,1036,143-40-1%$701.4K$905.1K+$203.7K2026-10-23
Shepherd Street Advisors LLC
INCREASED6,0684,028+2,040+51%$497.7K$1.0M+$539.1K2026-10-21
Miller Financial Services LLC
DECREASED6,0276,031-40%$688.6K$893.8K+$205.2K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED6,0166,022-60%$687.6K$892.2K+$204.6K2026-10-30
Nations Financial Group Inc,
INCREASED5,9785,903+75+1%$674.0K$886.5K+$212.5K2026-11-05
Souders Financial Advisors
DECREASED5,9646,813-849-12%$777.9K$884.5K+$106.6K2026-11-03
Sapient Capital LLC
INCREASED5,9235,863+60+1%$669.4K$878.4K+$208.9K2026-10-08
Soltis Investment Advisors LLC
DECREASED5,8936,184-291-5%$706.1K$874.0K+$167.9K2026-10-28
LVW Advisors, LLC
INCREASED5,8754,994+881+18%$570.2K$871.3K+$301.0K2026-10-19
Seelaus Asset Management LLC
INCREASED5,8655,050+815+16%$576.6K$869.8K+$293.2K2026-10-14
Breakwater Capital Group
INCREASED5,8055,511+294+5%$629.2K$860.9K+$231.7K2026-10-09
Henshaw Capital LLC
UNCHANGED5,7975,79700%$661.9K$859.7K+$197.8K2026-11-03
WD Rutherford LLC
DECREASED5,79411,141-5,347-48%$1.3M$859.3K-$412.8K2026-10-26
Capital Asset Advisory Services LLC
INCREASED5,7943,591+2,203+61%$410.0K$933.7K+$523.7K2026-10-30
Traynor Capital Management, Inc.
DECREASED5,7298,267-2,538-31%$943.9K$849.6K-$94.2K2026-10-29
Kathmere Capital Management, LLC
INCREASED5,6374,652+985+21%$531.2K$836.0K+$304.8K2026-10-20
Adell Harriman & Carpenter Inc
NEW5,618—+5,618——$833.1K—2026-11-02
BKM Wealth Management, LLC
NEW5,554—+5,554——$823.7K—2026-10-22
Perpetual Ltd
DECREASED5,5537,996-2,443-31%$913.0K$823.5K-$89.5K2026-10-13
Kornitzer Capital Management Inc
DECREASED5,5068,821-3,315-38%$1.0M$816.5K-$190.6K2026-11-03
Clearwave Capital, LLC
UNCHANGED5,4485,44800%$622.1K$807.9K+$185.9K2026-10-27
Winthrop Advisory Group LLC
INCREASED5,3785,366+12+0%$612.7K$797.6K+$184.9K2026-10-22
Naples Global Advisors, LLC
INCREASED5,3664,654+712+15%$531.4K$795.8K+$264.4K2026-11-05
National Wealth Management Group, LLC
DECREASED5,3665,551-185-3%$633.8K$795.8K+$162.0K2026-10-26
Aprio Wealth Management, LLC
INCREASED5,3165,236+80+2%$597.8K$788.4K+$190.5K2026-10-28
Provenance Wealth Advisors, LLC
INCREASED5,3081,079+4,229+392%$123.2K$787.2K+$664.0K2026-10-30
Lazari Capital Management, Inc.
UNCHANGED5,2865,28600%$603.6K$783.9K+$180.4K2026-10-20
LexAurum Advisors, LLC
DECREASED5,2745,385-111-2%$614.9K$782.1K+$167.3K2026-10-19
Integrated Advisors Network LLC
DECREASED5,2717,020-1,749-25%$801.5K$781.7K-$19.8K2026-10-20
State of Wyoming
DECREASED5,26310,253-4,990-49%$1.2M$781.2K-$391.1K2026-10-28
Three Magnolias Financial Advisors, LLC
DECREASED5,2586,258-1,000-16%$714.5K$779.8K+$65.2K2026-10-14
Rede Wealth, LLC
DECREASED5,0965,262-166-3%$600.8K$755.7K+$154.9K2026-10-22
Leonteq Securities AG
DECREASED5,0949,692-4,598-47%$1.2M$855.3K-$302.3K2026-10-29
First Affirmative Financial Network
NEW5,084—+5,084——$754.0K—2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED5,0816,311-1,230-19%$720.6K$753.5K+$32.9K2026-11-03
UMB Bank, n.a.
DECREASED5,0685,091-230%$581.3K$751.6K+$170.3K2026-11-06
WMG Financial Advisors, LLC
UNCHANGED5,0685,06800%$578.7K$578.7K$02026-10-28
Legacy Advisory Services, LLC
UNCHANGED5,0635,06300%$578.1K$750.8K+$172.8K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED5,0524,659+393+8%$532.0K$749.2K+$217.2K2026-11-04
Firethorn Wealth Partners, LLC
DECREASED5,0445,060-160%$577.8K$748.0K+$170.3K2026-10-14
JGP Wealth Management, LLC
DECREASED5,0325,423-391-7%$619.2K$746.3K+$127.2K2026-10-13
Schwartz Investment Counsel Inc
DECREASED5,0006,150-1,150-19%$702.2K$741.5K+$39.3K2026-10-26
Guardian Asset Advisors, LLC
DECREASED4,9925,157-165-3%$588.8K$740.3K+$151.5K2026-10-16
First Command Advisory Services, Inc.
DECREASED4,9855,008-230%$571.8K$739.3K+$167.5K2026-11-05
BridgePort Financial Solutions, LLC
INCREASED4,9434,930+13+0%$562.9K$733.0K+$170.1K2026-11-02
DMC Group, LLC
DECREASED4,9428,811-3,869-44%$1.0M$732.9K-$273.1K2026-10-26
Pachira Investments Inc.
DECREASED4,9424,958-160%$566.1K$732.9K+$166.8K2026-10-14
Triumph Capital Management
INCREASED4,9284,924+4+0%$562.2K$730.8K+$168.6K2026-10-14
Rubicon Advisors, GP
DECREASED4,9064,971-65-1%$567.6K$727.6K+$160.0K2026-10-23
KRS Capital Management, LLC
UNCHANGED4,8854,88500%$557.8K$724.4K+$166.7K2026-10-16
Precedent Wealth Partners, LLC
INCREASED4,8804,868+12+0%$555.8K$723.7K+$167.9K2026-10-21
HBK Sorce Advisory LLC
DECREASED4,8704,888-180%$705.0K$700.1K-$5.0K2026-11-06
Raleigh Capital Management Inc.
INCREASED4,8602,963+1,897+64%$338.3K$720.7K+$382.4K2026-10-28
Grandview Asset Management LLC
DECREASED4,8376,402-1,565-24%$731.0K$717.4K-$13.6K2026-10-19
AA Financial Advisors, LLC
DECREASED4,7975,081-284-6%$580.1K$711.4K+$131.2K2026-10-19
Personal CFO Solutions, LLC
DECREASED4,7899,476-4,687-49%$1.1M$710.1K-$371.8K2026-11-06
Alliance Wealth Advisors, LLC
DECREASED4,7647,566-2,802-37%$863.9K$706.5K-$157.4K2026-10-28
Gagnon Securities LLC
INCREASED4,7474,023+724+18%$459.3K$704.0K+$244.6K2026-11-05
Blue Trust, Inc.
DECREASED4,7284,975-247-5%$568.0K$701.0K+$133.1K2026-10-15
Greenleaf Trust
INCREASED4,7084,233+475+11%$483.3K$698.2K+$214.9K2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED4,6824,663+19+0%$532.4K$694.3K+$161.9K2026-11-04
Toth Financial Advisory Corp
INCREASED4,6792,643+2,036+77%$301.8K$693.9K+$392.1K2026-10-08
BIP Wealth, LLC
INCREASED4,6774,632+45+1%$528.9K$693.6K+$164.7K2026-10-22
Heritage Investors Management Corp
DECREASED4,6394,649-100%$531.0K$688-$530.3K2026-10-29
ABN Amro Investment Solutions
INCREASED4,5904,175+415+10%$476.7K$680.7K+$204.0K2026-10-21
Seven Mile Advisory
DECREASED4,5904,629-39-1%$528.5K$680.8K+$152.2K2026-10-22
Bell Bank
NEW4,496—+4,496——$666.8K—2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,4894,552-63-1%$519.7K$665.7K+$146.0K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED4,4873,710+777+21%$423.9K$665.5K+$241.5K2026-10-13
Secure Asset Management, LLC
UNCHANGED4,4864,48600%$512.2K$665.2K+$153.1K2026-10-19
Nichols & Pratt Advisers LLP
DECREASED4,4624,664-202-4%$532.5K$665.2K+$132.7K2026-10-13
Claro Advisors Inc.
DECREASED4,4444,523-79-2%$516.5K$659.1K+$142.6K2026-11-02
CoreCap Advisors, LLC
INCREASED4,4302,793+1,637+59%$318.9K$657.0K+$338.1K2026-10-08
Barlow Wealth Partners, LLC
DECREASED4,4004,425-25-1%$527.5K$723.5K+$196.0K2026-10-15
World Equity Group, Inc.
DECREASED4,3686,827-2,459-36%$779.5K$647.8K-$131.7K2026-10-14
Swiss RE LTD
INCREASED4,3532,648+1,705+64%$302.8K$646.7K+$343.9K2026-11-06
Prosperity Financial Group, Inc.
DECREASED4,3264,346-200%$496.2K$641.5K+$145.3K2026-10-29
GFS Advisors, LLC
INCREASED4,3131,000+3,313+331%$264.1K$640.0K+$375.9K2026-11-03
Redwood Financial Network Corp
UNCHANGED4,3124,31200%$492.3K$639.5K+$147.1K2026-11-03
Ascentis Independent Advisors
NEW4,305—+4,305——$638.4K—2026-11-03
Rydar Equities, Inc.
UNCHANGED4,2864,28600%$532.6K$711.6K+$179.0K2026-10-13
Realta Investment Advisors
DECREASED4,2694,271-20%$487.7K$633.1K+$145.4K2026-10-14
Jacobi Capital Management LLC
INCREASED4,2464,241+5+0%$484.2K$629.7K+$145.4K2026-11-05
Angeles Wealth Management, LLC
INCREASED4,2204,195+25+1%$479.0K$625.8K+$146.8K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED4,1955,244-1,049-20%$598.8K$622.1K+$23.4K2026-10-21
Tucker Asset Management LLC
INCREASED4,1823,896+286+7%$444.8K$620.3K+$175.4K2026-10-29
Buckhead Capital Management LLC
INCREASED4,1604,150+10+0%$473.8K$616.9K+$143.1K2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
DECREASED4,1504,878-728-15%$557.0K$615.4K+$58.5K2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED4,1412,805+1,336+48%$320.3K$614.1K+$293.8K2026-10-16
Cane Capital Partners, LLC
DECREASED4,1344,495-361-8%$513.2K$613.1K+$99.8K2026-10-23
Cornerstone Enterprises, LLC
DECREASED4,11410,660-6,546-61%$1.2M$610.1K-$607.1K2026-10-15
PFG Advisors
DECREASED4,1095,123-1,014-20%$584.9K$609.4K+$24.4K2026-10-16
Latitude Advisors, LLC
INCREASED4,0914,051+40+1%$462.6K$606.8K+$144.2K2026-10-27
Capital Investment Advisors, LLC
DECREASED4,0704,205-135-3%$480.2K$603.6K+$123.5K2026-10-22
Essex LLC
DECREASED4,0204,085-65-2%$466.4K$596.2K+$129.7K2026-10-14
Creative Financial Designs Inc
UNCHANGED4,0054,00500%$457.3K$593.9K+$136.7K2026-11-04
Oslo Pensjonsforsikring AS
DECREASED4,0004,400-400-9%$503.2K$594.3K+$91.1K2026-10-15
M.E. Allison & Co., Inc.
UNCHANGED4,0004,00000%$456.7K$593.2K+$136.5K2026-10-09
Keudell ison Wealth Management
DECREASED3,9844,013-29-1%$458.2K$590.8K+$132.6K2026-10-16
Yousif Capital Management, LLC
DECREASED3,9583,983-25-1%$454.8K$587.0K+$132.2K2026-10-22
Cornerstone Planning, LLC
UNCHANGED3,9583,95800%$451.9K$451.9K$02026-10-27
Bright Financial Advisors, Inc.
UNCHANGED3,9563,95600%$451.7K$586.7K+$135.0K2026-10-23
Ninety One UK Ltd
NEW3,921—+3,921——$582.5K—2026-10-15
Impact Capital Partners LLC
DECREASED3,9134,212-299-7%$480.9K$580.3K+$99.4K2026-10-22
Retirement Planning Group, LLC
DECREASED3,9073,950-43-1%$451.0K$579.4K+$128.4K2026-10-19
FNY Investment Advisers, LLC
NEW3,906—+3,906——$579—2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED3,9033,755+148+4%$428.7K$578.8K+$150.1K2026-10-08
Chicago Trust Co NA
UNCHANGED3,9003,90000%$445.3K$578.4K+$133.1K2026-10-28
Salvus Wealth Management, LLC
DECREASED3,8955,892-1,997-34%$672.7K$577.6K-$95.1K2026-10-13
Courier Capital LLC
UNCHANGED3,8603,86000%$440.7K$572.4K+$131.7K2026-10-19
Occidental Asset Management, LLC
INCREASED3,8003,475+325+9%$396.8K$563.5K+$166.8K2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED3,7694,480-711-16%$511.5K$558.9K+$47.4K2026-11-04
Cordatus Wealth Management LLC
NEW3,756—+3,756——$557.0K—2026-10-19
Wedmont Private Capital
INCREASED3,7523,734+18+0%$457.6K$617.4K+$159.9K2026-10-09
Income Insurance Ltd
UNCHANGED3,7523,75200%$429.1K$557.4K+$128.3K2026-10-21
Power Wealth Management LLC
INCREASED3,7513,111+640+21%$355.2K$556.3K+$201.1K2026-10-27
Xcel Wealth Management, LLC
DECREASED3,7464,052-306-8%$462.7K$555.5K+$92.9K2026-10-26
Juncture Wealth Strategies, LLC
INCREASED3,7442,695+1,049+39%$307.7K$555.2K+$247.5K2026-10-06
Altfest L J & Co Inc
INCREASED3,7363,734+2+0%$426.3K$554.0K+$127.7K2026-10-27
Benedict Financial Advisors Inc
UNCHANGED3,7303,73000%$425.9K$553.2K+$127.3K2026-10-07
Resonant Capital Advisors, LLC
DECREASED3,7233,739-160%$426.9K$552.1K+$125.2K2026-10-15
Powell Investment Advisors, LLC
UNCHANGED3,6953,69500%$421.9K$548.0K+$126.1K2026-10-22
Vestor Capital, LLC
NEW3,694—+3,694——$315—2026-11-04
Summit Wealth Group LLC / Co
INCREASED3,6763,372+304+9%$385.0K$545.2K+$160.1K2026-10-29
Versant Capital Management, Inc
DECREASED3,6753,958-283-7%$451.9K$545.0K+$93.1K2026-10-02
Bedel Financial Consulting, Inc.
UNCHANGED3,5803,58000%$408.8K$530.9K+$122.2K2026-11-06
S.A. Mason LLC
NEW3,574—+3,574——$530.0K—2026-10-13
Glenview Trust Co
DECREASED3,5623,606-44-1%$411.7K$528.2K+$116.5K2026-10-28
Keystone Global Partners, LLC
UNCHANGED3,5403,54000%$404.2K$525.0K+$120.8K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED3,5363,096+440+14%$353.5K$524.4K+$170.9K2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED3,5283,191+337+11%$364.3K$523.2K+$158.9K2026-10-14
Great Diamond Partners, LLC
DECREASED3,5233,588-65-2%$409.7K$522.5K+$112.8K2026-10-13
Somerset Trust Co
UNCHANGED3,5093,50900%$400.7K$520.4K+$119.7K2026-10-13
SFE Investment Counsel
DECREASED3,4803,630-150-4%$414.5K$516.1K+$101.6K2026-10-29
Csenge Advisory Group
DECREASED3,4383,610-172-5%$412.2K$509.8K+$97.7K2026-11-04
Trueblood Wealth Management, LLC
INCREASED3,4213,405+16+0%$388.8K$507.3K+$118.6K2026-10-23
Forum Financial Management, LP
DECREASED3,3983,421-23-1%$390.6K$503.9K+$113.3K2026-10-16
Accurate Wealth Management, LLC
DECREASED3,3923,648-256-7%$447.0K$598.7K+$151.7K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED3,3882,839+549+19%$324.2K$502.4K+$178.3K2026-10-13
ARQ Wealth Advisors, LLC
NEW3,377—+3,377——$500.8K—2026-10-29
BXM Wealth LLC
INCREASED3,3703,255+115+4%$371.7K$499.8K+$128.1K2026-11-03
Solidarity Wealth, LLC
DECREASED3,3594,257-898-21%$486.1K$498.1K+$12.1K2026-10-15
Root Financial Partners, LLC
INCREASED3,3372,845+492+17%$324.8K$494.9K+$170.0K2026-10-21
Money Concepts Capital Corp
INCREASED3,3352,890+445+15%$330.0K$494.6K+$164.6K2026-11-06
Clarity Wealth Advisors, LLC
DECREASED3,3293,385-56-2%$386.5K$493.7K+$107.2K2026-10-21
Quadrant Private Wealth Management, LLC
INCREASED3,3283,027+301+10%$345.6K$493.5K+$147.9K2026-11-04
Global Financial Private Client, LLC
UNCHANGED3,3033,30300%$377.1K$489.8K+$112.7K2026-10-15
Gerald Baker Financial Group LLC
UNCHANGED3,3003,30000%$376.8K$489.4K+$112.6K2026-10-09
Net Worth Advisory Group
INCREASED3,2752,688+587+22%$306.9K$488.2K+$181.4K2026-10-20
First United Bank & Trust
DECREASED3,2753,305-30-1%$377.4K$485.7K+$108.3K2026-10-22
ERn Financial, LLC
UNCHANGED3,2743,27400%$373.8K$485.5K+$111.7K2026-10-28
Acima Private Wealth, LLC
UNCHANGED3,2513,25100%$371.2K$482.1K+$110.9K2026-10-05
Private Trust Co NA
DECREASED3,2343,530-296-8%$403.1K$479.6K+$76.5K2026-10-20
Sovran Advisors, LLC
DECREASED3,2104,740-1,530-32%$617.5K$535.7K-$81.8K2026-11-02
Ridgewood Investments LLC
DECREASED3,2073,426-219-6%$391.2K$475.6K+$84.4K2026-10-05
Cravens & Co Advisors, LLC
DECREASED3,1873,437-250-7%$392.4K$472.6K+$80.2K2026-10-16
Nemes Rush Group LLC
DECREASED3,1773,187-100%$363.9K$471.1K+$107.3K2026-11-04
Arista Wealth Management, LLC
INCREASED3,1543,150+4+0%$359.7K$467.7K+$108.1K2026-10-29
Univest Financial Corp
INCREASED3,1502,150+1,000+47%$245.5K$467.1K+$221.7K2026-11-05
Parsons Capital Management Inc
INCREASED3,1432,875+268+9%$328.3K$466.1K+$137.8K2026-10-28
Primoris Wealth Advisors, LLC
NEW3,130—+3,130——$464.2K—2026-10-28
Gamma Investing LLC
INCREASED3,1292,657+472+18%$303.4K$464.0K+$160.7K2026-10-08
Worth Asset Management, LLC
INCREASED3,1142,093+1,021+49%$239.0K$461.8K+$222.8K2026-10-07
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED3,1143,833-719-19%$437.7K$461.8K+$24.2K2026-10-13
Diligent Investors, LLC
DECREASED3,1133,238-125-4%$369.7K$461.7K+$91.9K2026-10-21
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED3,1043,225-121-4%$368.2K$460.3K+$92.1K2026-10-16
Eagle Strategies LLC
INCREASED3,0943,066+28+1%$350.1K$458.8K+$108.8K2026-10-16
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED3,0503,250-200-6%$371.1K$452.3K+$81.2K2026-11-06
Cardinal Point Capital Management ULC
DECREASED3,0485,023-1,975-39%$573.6K$453.1K-$120.4K2026-10-21
Gill Capital Partners, LLC
DECREASED3,0364,816-1,780-37%$549.9K$450.2K-$99.7K2026-10-13
Avanza Fonder AB
UNCHANGED3,0333,03300%$492.1K$639.7K+$147.6K2026-10-13
Nautilus Advisors LLC
DECREASED3,0273,087-60-2%$378.3K$448.9K+$70.6K2026-10-07
Gilliland Jeter Wealth Management LLC
DECREASED3,0093,018-90%$344.6K$446.2K+$101.6K2026-10-28
Trifecta Capital Advisors, LLC
DECREASED3,0003,002-20%$342.8K$444.9K+$102.1K2026-10-21
Montgomery Investment Management Inc
UNCHANGED3,0003,00000%$342.5K$444.9K+$102.4K2026-10-26
Evolution Wealth Advisors, LLC
DECREASED2,9973,155-158-5%$360.2K$444.5K+$84.2K2026-11-03
Smith Salley Wealth Management
DECREASED2,9692,990-21-1%$341.4K$440.3K+$98.9K2026-11-03
Birch Financial Group, LLC
DECREASED2,9653,056-91-3%$348.9K$439.6K+$90.8K2026-10-27
Obermeyer Wealth Partners
INCREASED2,9552,875+80+3%$328.3K$438.2K+$110.0K2026-10-21
WP Advisors, LLC
UNCHANGED2,9382,93800%$335.5K$435.7K+$100.2K2026-10-22
StoneX Group Inc.
DECREASED2,9104,397-1,487-34%$507.5K$431.1K-$76.3K2026-11-03
Balefire, LLC
DECREASED2,8933,132-239-8%$357.6K$429.0K+$71.4K2026-10-09
Banque Pictet & CIE SA
UNCHANGED2,8782,87800%$328.6K$426.8K+$98.2K2026-10-16
Arbor Wealth Management Llc\az
DECREASED2,8713,472-601-17%$396.4K$425.8K+$29.3K2026-10-20
Platform Technology Partners
DECREASED2,8513,180-329-10%$363.1K$422.8K+$59.7K2026-11-02
Burns J W & Co Inc
UNCHANGED2,8502,85000%$325.4K$422.7K+$97.2K2026-10-20
Pathway Wealth Management LLC
UNCHANGED2,8502,85000%$325.4K$422.7K+$97.2K2026-10-19
Modera Wealth Management, LLC
DECREASED2,8452,997-152-5%$342.2K$421.9K+$79.7K2026-10-28
Nippon Life Global Investors Americas, Inc.
DECREASED2,8304,300-1,470-34%$491.0K$419.7K-$71.3K2026-10-29
Certified Advisory Corp
NEW2,828—+2,828——$419.4K—2026-10-29
Alpha Family Trust
UNCHANGED2,8202,82000%$322.0K$322.0K$02026-11-04
Brucke Financial, Inc.
INCREASED2,8062,720+86+3%$310.6K$416.1K+$105.6K2026-10-23
Apella Capital, LLC
INCREASED2,8002,285+515+23%$278.4K$464.8K+$186.4K2026-10-08
Gallagher Capital Advisors, LLC
INCREASED2,7842,777+7+0%$317.1K$412.9K+$95.8K2026-10-09
Parr Mcknight Wealth Management Group, LLC
UNCHANGED2,7622,76200%$315.4K$409.6K+$94.2K2026-10-30
Generate Investment Management Ltd
NEW2,756—+2,756——$408.7K—2026-10-14
Fairman Group, LLC
UNCHANGED2,7502,75000%$314.0K$407.8K+$93.8K2026-10-26
Knuff & Co LLC
NEW2,747—+2,747——$407.4K—2026-11-06
CKW Financial Group
UNCHANGED2,7372,73700%$333$408+$752026-10-29
Wealth Architects, LLC
INCREASED2,7172,683+34+1%$306.3K$403.1K+$96.7K2026-11-03
Moors & Cabot, Inc.
INCREASED2,7142,684+30+1%$306.5K$402.5K+$96.0K2026-11-06
Annex Advisory Services, LLC
INCREASED2,7132,708+5+0%$309.2K$402.3K+$93.1K2026-10-16
Manchester Financial Inc
UNCHANGED2,6782,67800%$305.8K$397.1K+$91.4K2026-10-15
Kazazian Asset Management, LLC
UNCHANGED2,6502,65000%$302.6K$393.0K+$90.4K2026-11-02
Petredis Investment Advisors LLC
UNCHANGED2,6252,62500%$299.7K$389.3K+$89.6K2026-10-20
Tranquility Partners, LLC
UNCHANGED2,6162,61600%$298.7K$388.0K+$89.3K2026-10-20
Argos Wealth Advisors, LLC
DECREASED2,6052,773-168-6%$316.6K$386.3K+$69.7K2026-11-02
Hummer Financial Advisory Services Inc
UNCHANGED2,5952,59500%$296.3K$384.8K+$88.5K2026-10-09
Foster Group, Inc.
INCREASED2,5932,509+84+3%$286.5K$384.5K+$98.1K2026-10-13
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED2,5902,59000%$295.7K$384.1K+$88.4K2026-10-09
Visionary Wealth Advisors
DECREASED2,5752,590-15-1%$295.7K$381.9K+$86.1K2026-11-04
Mindset Wealth Management, LLC
INCREASED2,5752,570+5+0%$293.4K$381.9K+$88.4K2026-10-19
Carret Asset Management, LLC
UNCHANGED2,5752,57500%$294.0K$381.9K+$87.9K2026-11-04
JSF Financial, LLC
INCREASED2,5682,328+240+10%$265.8K$380.8K+$115.0K2026-10-22
Steinberganna Wealth Management
UNCHANGED2,5572,55700%$292.0K$379.2K+$87.2K2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED2,5462,540+6+0%$290.0K$377.6K+$87.6K2026-10-05
Abound Wealth Management
UNCHANGED2,5412,54100%$290.1K$376.8K+$86.7K2026-10-26
WealthPlan Investment Management, LLC
DECREASED2,5362,615-79-3%$298.6K$376.1K+$77.5K2026-10-15
Vertrix Wealth Management, LLC
INCREASED2,5342,495+39+2%$284.9K$375.8K+$90.9K2026-10-13
Verus Capital Partners, LLC
INCREASED2,5322,398+134+6%$273.8K$375.5K+$101.7K2026-11-03
Ballast, Inc.
UNCHANGED2,5252,52500%$288.3K$374.5K+$86.2K2026-10-20
Greatmark Investment Partners, Inc.
UNCHANGED2,5252,52500%$288.3K$374.5K+$86.2K2026-10-28
HBW Advisory Services LLC
INCREASED2,5102,507+3+0%$286.2K$372.2K+$86.0K2026-10-15
May Hill Capital, LLC
INCREASED2,5062,475+31+1%$282.6K$371.6K+$89.0K2026-11-03
SP Asset Management LLC
UNCHANGED2,5002,50000%$285.5K$370.8K+$85.3K2026-11-05
Cromwell Holdings LLC
INCREASED2,4822,054+428+21%$234.5K$368.1K+$133.6K2026-10-28
Victory Financial Group, LLC
DECREASED2,4802,524-44-2%$288.2K$367.8K+$79.6K2026-10-27
Signature Equity Partners, LLC
INCREASED2,4732,117+356+17%$241.7K$366.7K+$125.0K2026-10-29
Leeward Financial Partners, LLC
UNCHANGED2,4602,46000%$280.9K$364.8K+$83.9K2026-10-23
Saxony Capital Management, LLC
INCREASED2,4502,205+245+11%$251.8K$363.3K+$111.6K2026-10-15
Stonekeep Investments, LLC
DECREASED2,4502,527-77-3%$289$363.4K+$363.1K2026-10-15
Quintet Private Bank (Europe) S.A.
UNCHANGED2,4502,45000%$279.7K$363.3K+$83.6K2026-10-08
Targeted Financial Services LLC
UNCHANGED2,4472,44700%$279.4K$362.9K+$83.5K2026-10-19
Synergy Asset Management, LLC
NEW2,434—+2,434——$361.0K—2026-11-05
Avantax Planning Partners, Inc.
INCREASED2,4272,226+201+9%$254.2K$359.9K+$105.8K2026-11-03
Asset Dedication, LLC
DECREASED2,4162,470-54-2%$282.0K$358.3K+$76.3K2026-11-03
Koshinski Asset Management, Inc.
INCREASED2,4112,399+12+1%$273.9K$357.6K+$83.6K2026-10-29
GK Wealth Management LLC
DECREASED2,4072,693-286-11%$307.5K$357.0K+$49.5K2026-10-09
XXI Wealth, LLC
NEW2,401—+2,401——$356.1K—2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED2,4002,441-41-2%$278.7K$355.9K+$77.2K2026-10-27
NWF Advisory Services Inc.
INCREASED2,3842,234+150+7%$255.1K$353.5K+$98.5K2026-10-19
Wynn Capital, LLC
DECREASED2,3802,385-50%$272.3K$353.0K+$80.6K2026-10-13
Intrua Financial, LLC
NEW2,373—+2,373——$351.9K—2026-10-28
Seros Financial, LLC
UNCHANGED2,3612,36100%$269.6K$350.1K+$80.6K2026-10-21
Evansbrook LLC
UNCHANGED2,3602,36000%$269.5K$350.0K+$80.5K2026-10-16
Trilogy Capital Inc.
INCREASED2,3442,030+314+15%$231.8K$347.6K+$115.8K2026-10-20
Fiduciary Financial Group, LLC
INCREASED2,3431,756+587+33%$200.5K$347.5K+$147.0K2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED2,3432,327+16+1%$265.7K$347.5K+$81.8K2026-11-04
Eagle Wealth Advisors LLC
INCREASED2,3302,263+67+3%$258.4K$345.5K+$87.2K2026-10-20
First Heartland Consultants, Inc.
DECREASED2,3222,372-50-2%$270.8K$344.4K+$73.5K2026-10-08
SS&H Financial Advisors, Inc.
UNCHANGED2,3202,32000%$265.0K$344-$264.7K2026-10-28
Cordoba Advisory Partners LLC
UNCHANGED2,3062,30600%$263.4K$342.2K+$78.7K2026-10-19
55 North Private Wealth, LLC
DECREASED2,3002,327-27-1%$265.7K$341.1K+$75.4K2026-10-20
PUREfi Wealth, LLC
DECREASED2,2944,495-2,201-49%$513.2K$340.2K-$173.0K2026-10-19
GHP Investment Advisors, Inc.
INCREASED2,2882,018+270+13%$230.4K$339.3K+$108.9K2026-10-15
Magnus Financial Group LLC
DECREASED2,2832,367-84-4%$270.3K$338.6K+$68.3K2026-10-21
Buck Wealth Strategies, LLC
DECREASED2,2793,702-1,423-38%$422.7K$338.0K-$84.7K2026-10-28
Total Wealth Planning & Management, Inc.
INCREASED2,2772,054+223+11%$234.5K$337.7K+$103.2K2026-10-23
Gemmer Asset Management LLC
UNCHANGED2,2672,26700%$258.8K$336.2K+$77.4K2026-10-16
Cypress Financial Planning LLC
INCREASED2,2652,214+51+2%$252.8K$335.9K+$83.1K2026-10-09
Joel Isaacson & Co., LLC
INCREASED2,2512,226+25+1%$254.2K$333.8K+$79.7K2026-11-05
Axxion S.A.
INCREASED2,250250+2,000+800%$28.5K$333.7K+$305.1K2026-10-22
Embree Financial Group
INCREASED2,2402,180+60+3%$248.9K$332.2K+$83.3K2026-10-22
StoneCrest Wealth Management, Inc.
NEW2,239—+2,239——$332.0K—2026-11-03
Jacobs & Co
UNCHANGED2,2282,22800%$254$330+$762026-10-09
Investment Partners Asset Management, Inc.
UNCHANGED2,2252,22500%$254.1K$330.0K+$75.9K2026-10-09
Centurion Wealth Management LLC
DECREASED2,2182,501-283-11%$285.6K$328.9K+$43.4K2026-10-13
Tanager Wealth Management LLP
INCREASED2,2171,914+303+16%$218.7K$329.0K+$110.3K2026-10-19
Stronghold Wealth Management L.L.C.
INCREASED2,2032,060+143+7%$235.2K$326.7K+$91.5K2026-10-16
Accuvest Global Advisors
DECREASED2,1692,334-165-7%$267.0K$322.0K+$55.0K2026-11-04
Ariadne Wealth Management, LP
DECREASED2,1502,212-62-3%$252.6K$318.8K+$66.3K2026-11-06
Traveka Wealth, LLC
NEW2,145—+2,145——$318.1K—2026-10-19
Aaron Wealth Advisors LLC
NEW2,145—+2,145——$318.1K—2026-10-13
Pacific Sage Partners, LLC
UNCHANGED2,1302,13000%$243.2K$315.9K+$72.7K2026-10-21
Blodgett Wealth Advisors, LLC
UNCHANGED2,1252,12500%$242.6K$315.1K+$72.5K2026-10-23
Kestra Investment Management, LLC
INCREASED2,1191,786+333+19%$203.9K$314.2K+$110.3K2026-11-04
KCM Investment Advisors LLC
INCREASED2,1111,911+200+10%$218.2K$313.1K+$94.9K2026-10-27
Canopy Partners, LLC
INCREASED2,1092,048+61+3%$233.8K$312.8K+$78.9K2026-10-28
Genesis Private Wealth, LLC
INCREASED2,1041,862+242+13%$212.6K$312.0K+$99.4K2026-11-02
NovaPoint Capital, LLC
INCREASED2,0861,953+133+7%$223.0K$309.4K+$86.4K2026-10-22
RS Crum Inc.
DECREASED2,0682,069-10%$236.2K$306.7K+$70.4K2026-10-19
Philadelphia Trust Co
NEW2,067—+2,067——$307—2026-11-05
CRA Financial Services, LLC
INCREASED2,0462,005+41+2%$228.9K$303.4K+$74.4K2026-10-16
Davidson Kahn Capital Management, LLC
INCREASED2,0392,012+27+1%$229.7K$302.4K+$72.7K2026-10-26
Chicago Capital, LLC
UNCHANGED2,0322,03200%$232.0K$301.3K+$69.3K2026-10-13
T3 Companies, LLC
NEW2,030—+2,030——$301.0K—2026-10-22
Cypress Capital Group
UNCHANGED2,0142,01400%$230.0K$298.7K+$68.7K2026-11-03
Jamison Private Wealth Management, Inc.
UNCHANGED2,0092,00900%$229.4K$297.9K+$68.5K2026-10-14
Atlatl Advisers LLC
INCREASED2,0022,000+2+0%$228.4K$296.9K+$68.5K2026-10-22
Douglas Lane & Associates, LLC
DECREASED2,0002,001-10%$228.5K$296.6K+$68.1K2026-10-09
Brandywine OAK Private Wealth LLC
UNCHANGED2,0002,00000%$228.4K$296.6K+$68.2K2026-10-23
Montecito Bank & Trust
UNCHANGED2,0002,00000%$228.4K$296.6K+$68.2K2026-10-01
Providence Wealth Advisors, LLC
UNCHANGED2,0002,00000%$240.1K$302.8K+$62.7K2026-10-29
Tompkins Financial Corp
UNCHANGED2,0002,00000%$228.4K$296.6K+$68.2K2026-10-05
Abacus Wealth Partners, LLC
NEW1,998—+1,998——$296.3K—2026-11-03
McLean Asset Management Corp
INCREASED1,9971,993+4+0%$233.4K$287.0K+$53.6K2026-11-06
Founders Financial Securities LLC
DECREASED1,9862,363-377-16%$269.8K$294.5K+$24.7K2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED1,9821,98200%$226.3K$339.0K+$112.7K2026-10-26
Wealth Effects LLC
UNCHANGED1,9751,97500%$225.5K$292.9K+$67.4K2026-10-23
Lantz Financial LLC
DECREASED1,9712,026-55-3%$231.3K$292.3K+$61.0K2026-10-15
Daymark Wealth Partners, LLC
NEW1,968—+1,968——$291.9K—2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED1,9681,865+103+6%$212.9K$291.9K+$78.9K2026-10-23
Ramiah Investment Group
INCREASED1,9681,875+93+5%$214.1K$291.9K+$77.8K2026-10-20
Acropolis Investment Management, LLC
DECREASED1,9602,050-90-4%$234.1K$290.7K+$56.6K2026-10-08
Welch Group, LLC
UNCHANGED1,9571,95700%$223.5K$290.2K+$66.8K2026-10-29
Livet Wealth, LLC
DECREASED1,9533,239-1,286-40%$369.8K$289.6K-$80.2K2026-10-27
Independence Bank of Kentucky
INCREASED1,9201,800+120+7%$205.5K$284.7K+$79.2K2026-10-26
15 Wealth Advisors LLC
NEW1,910—+1,910——$283.3K—2026-10-14
Turtle Creek Wealth Advisors, LLC
DECREASED1,9062,186-280-13%$249.6K$282.7K+$33.1K2026-10-15
First Business Financial Services, Inc.
NEW1,905—+1,905——$282.5K—2026-10-29
Todd Wealth Management, LLC
NEW1,900—+1,900——$281.8K—2026-10-19
GAM Holding AG
DECREASED1,9003,000-1,100-37%$343.1K$282.3K-$60.8K2026-11-03
Maia Wealth LLC
DECREASED1,8981,964-66-3%$224.3K$281.5K+$57.2K2026-10-19
Financial Planning Hawaii, Inc.
DECREASED1,8962,686-790-29%$306.7K$281.2K-$25.5K2026-10-13
Commonwealth Financial Services, LLC
DECREASED1,8882,089-201-10%$238.5K$280.0K+$41.5K2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED1,8851,88500%$215.2K$279.5K+$64.3K2026-10-30
Womack Financial LLC
UNCHANGED1,8821,88200%$214.9K$279.1K+$64.2K2026-10-14
Waystone Advisors LLC
UNCHANGED1,8761,87600%$214.2K$214.2K$02026-10-16
Tabr Capital Management, LLC
UNCHANGED1,8751,87500%$214.1K$278.1K+$64.0K2026-10-20
Sunburst Financial Group, LLC
INCREASED1,8651,864+1+0%$212.8K$276.6K+$63.7K2026-10-09
LCM Capital Management Inc
INCREASED1,8601,855+5+0%$211.8K$275.8K+$64.0K2026-10-20
Shelton Wealth Management, LLC
INCREASED1,8351,257+578+46%$143.5K$272.1K+$128.6K2026-10-16
Haven Private, LLC
NEW1,830—+1,830——$271.4K—2026-10-27
RM Financial Services, LLC
UNCHANGED1,8291,82900%$208.8K$271.2K+$62.4K2026-11-03
Riversedge Advisors, LLC
NEW1,814—+1,814——$269.0K—2026-10-09
Revolve Wealth Partners, LLC
DECREASED1,8081,908-100-5%$217.9K$268.1K+$50.3K2026-10-23
Berbice Capital Management LLC
UNCHANGED1,8001,80000%$205.5K$266.9K+$61.4K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
NEW1,795—+1,795——$266.2K—2026-10-08
Portus Wealth Advisors, LLC
UNCHANGED1,7731,77300%$202.4K$262.9K+$60.5K2026-10-13
FWG Investments, Llc.
DECREASED1,7602,020-260-13%$230.6K$261.0K+$30.4K2026-11-03
Cornerstone Wealth Group, LLC
DECREASED1,7601,831-71-4%$209.1K$261.0K+$51.9K2026-11-02
Kozak & Associates, Inc.
INCREASED1,7591,659+100+6%$201.8K$295.9K+$94.1K2026-10-29
Legacy Advisors, LLC
DECREASED1,7531,768-15-1%$201.9K$260.0K+$58.1K2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED1,7511,668+83+5%$190.5K$259.7K+$69.2K2026-10-05
Tounjian Advisory Partners, LLC
DECREASED1,7503,467-1,717-50%$395.9K$259.5K-$136.3K2026-11-04
Balboa Wealth Partners
NEW1,741—+1,741——$258.2K—2026-10-20
Essex Bank
NEW1,740—+1,740——$258.0K—2026-10-16
Investment Partners, Ltd.
NEW1,732—+1,732——$256.9K—2026-10-29
Sound Income Strategies, LLC
NEW1,722—+1,722——$283.4K—2026-10-09
Greenspring Advisors, LLC
NEW1,717—+1,717——$254.6K—2026-11-05
Mendel Money Management
NEW1,700—+1,700——$252.1K—2026-11-02
Burney Co/
NEW1,700—+1,700——$252.1K—2026-10-15
Loudon Investment Management, LLC
NEW1,700—+1,700——$252.1K—2026-11-06
One Wealth Capital Management, LLC
DECREASED1,69614,404-12,708-88%$1.6M$251.5K-$1.4M2026-10-23
Enterprise Financial Services Corp
NEW1,675—+1,675——$248.4K—2026-11-03
ZWJ Investment Counsel Inc
DECREASED1,6501,852-202-11%$211.5K$244.7K+$33.2K2026-10-15
Principle Wealth Partners LLC
NEW1,648—+1,648——$244.5K—2026-11-02
Accel Wealth Management
NEW1,630—+1,630——$241.7K—2026-10-13
Reston Wealth Management LLC
NEW1,626—+1,626——$241.1K—2026-10-29
Vann Equity Management LLC
NEW1,619—+1,619——$240.1K—2026-10-08
Frederick Financial Consultants, LLC
NEW1,618—+1,618——$239.9K—2026-10-29
Wealth Alliance Advisory Group, LLC
NEW1,613—+1,613——$239.2K—2026-10-14
True North Advisors, LLC
NEW1,609—+1,609——$238.6K—2026-10-22
Citrine Capital LLC
NEW1,605—+1,605——$238.0K—2026-10-14
Richard Young Associates, Ltd.
NEW1,600—+1,600——$237.3K—2026-11-03
First Community Trust NA
UNCHANGED1,5991,59900%$182.6K$237.1K+$54.6K2026-10-07
Crusonia Wealth Advisors LLC
NEW1,582—+1,582——$234.6K—2026-10-26
Turn8 Private Wealth Inc.
NEW1,564—+1,564——$232.4K—2026-11-05
Blvd Private Wealth, LLC
NEW1,562—+1,562——$231.6K—2026-10-14
Certior Financial Group, LLC
NEW1,540—+1,540——$228.4K—2026-10-19
Advisory Advocates, LLC
NEW1,536—+1,536——$227.8K—2026-11-05
Baron Wealth Management LLC
DECREASED1,5321,925-393-20%$219.8K$227.2K+$7.4K2026-10-27
Rockwood Wealth Management, LLC
NEW1,521—+1,521——$225.6K—2026-10-27
Five Oceans Advisors
NEW1,519—+1,519——$225.3K—2026-10-22
Syntegra Private Wealth Group, LLC
NEW1,511—+1,511——$224.1K—2026-10-13
Summit Securities Group LLC
INCREASED1,509140+1,369+978%$16.0K$223.8K+$207.8K2026-11-05
Johnson Financial Group, LLC
DECREASED1,5031,844-341-18%$210.5K$222.9K+$12.3K2026-11-03
Cora Capital Advisors LLC
NEW1,502—+1,502——$222.7K—2026-11-02
Left Brain Wealth Management, LLC
NEW1,500—+1,500——$222.5K—2026-10-28
Van Cleef Asset Management,Inc
NEW1,500—+1,500——$222.5K—2026-10-20
Levin Capital Strategies, L.P.
NEW1,500—+1,500——$222.5K—2026-11-02
Vision Capital Management, Inc.
NEW1,500—+1,500——$222.5K—2026-10-20
Linscomb Wealth, Inc.
NEW1,500—+1,500——$222.5K—2026-11-05
Chapin Davis, Inc.
NEW1,500—+1,500——$222.5K—2026-10-09
DLK Investment Management, LLC
DECREASED1,5003,030-1,530-50%$200.1K$222.5K+$22.3K2026-10-09
Caldwell Trust Co
UNCHANGED1,5001,50000%$171.3K$222.5K+$51.2K2026-10-30
Fourpath Capital Management, LLC
NEW1,494—+1,494——$221.6K—2026-10-19
Kennon-Green & Company, LLC
NEW1,489—+1,489——$220.8K—2026-10-05
IPG Investment Advisors LLC
DECREASED1,4864,681-3,195-68%$534.5K$220.4K-$314.1K2026-10-30
McGlone Suttner Wealth Management, Inc.
NEW1,485—+1,485——$220.3K—2026-10-13
Flagstone Financial Management
NEW1,480—+1,480——$219.5K—2026-11-05
Tortoise Investment Management, LLC
NEW1,474—+1,474——$218.6K—2026-11-06
Zinnia Wealth Advisory, LLC
NEW1,473—+1,473——$218.4K—2026-11-06
Trek Financial, LLC
NEW1,465—+1,465——$217.3K—2026-10-29
Almanack Investment Partners, Llc.
NEW1,451—+1,451——$215.2K—2026-11-03
Beacon Financial Group
NEW1,441—+1,441——$213.7K—2026-10-19
Fiduciary Alliance LLC
NEW1,440—+1,440——$213.6K—2026-10-13
United Asset Strategies, Inc.
NEW1,439—+1,439——$213.4K—2026-10-28
Arlington Trust Co LLC
INCREASED1,4341,336+98+7%$152.5K$212.7K+$60.1K2026-10-20
M Holdings Securities, Inc.
NEW1,430—+1,430——$217—2026-11-03
QTR Family Wealth, LLC
NEW1,421—+1,421——$210.7K—2026-11-02
Maple Capital Management, Inc.
NEW1,418—+1,418——$210.3K—2026-11-02
Zenith Solutions, Inc.
NEW1,415—+1,415——$209.8K—2026-10-19
Affinity Capital Advisors, LLC
NEW1,399—+1,399——$239.0K—2026-10-13
Professional Financial Advisors, LLC
NEW1,395—+1,395——$206.9K—2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED1,3952,000-605-30%$228.4K$206.9K-$21.5K2026-10-13
Zions Bancorporation, National Association
INCREASED1,389174+1,215+698%$19.9K$206.0K+$186.1K2026-11-06
Pacific Excel Wealth Advisors, Inc.
NEW1,382—+1,382——$205.8K—2026-10-27
Matisse Capital
NEW1,370—+1,370——$203.2K—2026-10-29
WealthPLAN Partners, LLC
NEW1,356—+1,356——$201.1K—2026-10-15
Colonial River Investments, LLC
NEW1,350—+1,350——$200.2K—2026-10-19
Mcdonald Partners LLC
UNCHANGED1,3061,30600%$149.1K$193.7K+$44.6K2026-11-03
FSM Wealth Advisors, LLC
NEW1,264—+1,264——$208.0K—2026-10-27
Washington Trust Advisors, Inc.
INCREASED1,2481,234+14+1%$140.9K$185.1K+$44.2K2026-10-22
Parkside Financial Bank & Trust
INCREASED1,2331,204+29+2%$137.5K$182.9K+$45.4K2026-10-27
Pacifica Partners Inc.
DECREASED1,2281,278-50-4%$152.6K$182.6K+$30.0K2026-10-09
PFS Partners, LLC
UNCHANGED1,1941,19400%$136.3K$177.1K+$40.7K2026-10-21
Mather Group, Llc.
DECREASED1,1731,188-15-1%$135.6K$174.0K+$38.3K2026-10-14
Plante Moran Financial Advisors, LLC
INCREASED1,1501,030+120+12%$117.6K$170.5K+$52.9K2026-11-04
Kimelman & Baird, LLC
UNCHANGED1,1251,12500%$128.5K$166.8K+$38.4K2026-11-03
DeDora Capital, Inc.
NEW1,118—+1,118——$165.8K—2026-10-26
Old Second National Bank of Aurora
UNCHANGED1,1101,11000%$126.7K$164.6K+$37.9K2026-10-22
Highline Wealth Partners LLC
DECREASED1,1081,114-6-1%$127.2K$164.3K+$37.1K2026-10-19
Golden State Wealth Management, LLC
DECREASED1,0961,116-20-2%$127.4K$162.5K+$35.1K2026-11-02
Cullen T Bankers, Inc.
DECREASED1,0731,085-12-1%$123.9K$159.1K+$35.2K2026-10-28
CX Institutional
UNCHANGED1,0721,07200%$122$159+$372026-10-02
Avion Wealth
UNCHANGED1,0501,05000%$119.0K$155-$118.8K2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,0501,05000%$119.9K$155.7K+$35.8K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED1,0311,015+16+2%$115.9K$152.9K+$37.0K2026-10-20
Nvest Wealth Strategies, Inc.
INCREASED1,0061,000+6+1%$114.2K$149.2K+$35.0K2026-10-14
Compagnie Lombard Odier SCmA
NEW1,000—+1,000——$148.3K—2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,0001,00000%$114.0K$148-$113.9K2026-10-14
Main Street Group, LTD
UNCHANGED95095000%$108.5K$140.9K+$32.4K2026-10-28
MTM Investment Management, LLC
UNCHANGED94594500%$107.9K$140.1K+$32.2K2026-10-30
Trust Co of Vermont
INCREASED877858+19+2%$98.0K$130.1K+$32.1K2026-10-21
Wilkerson Advisory Group LLC
DECREASED8531,050-197-19%$119.9K$126.5K+$6.6K2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED8161,044-228-22%$119.2K$121.0K+$1.8K2026-11-05
Compass Financial Management LLC
NEW806—+806——$119.5K—2026-10-30
Bayban
UNCHANGED80080000%$91.3K$91.3K$02026-11-05
Murphy & Mullick Capital Management Corp
INCREASED770760+10+1%$86.8K$114.2K+$27.4K2026-11-02
Evermay Wealth Management LLC
UNCHANGED75575500%$86.2K$112.0K+$25.8K2026-11-05
Financial Consulate, Inc
INCREASED741589+152+26%$67.3K$109.9K+$42.6K2026-10-23
Rossby Financial, LCC
INCREASED734306+428+140%$34.9K$108.9K+$73.9K2026-11-05
Private Wealth Management Group, LLC
INCREASED730407+323+79%$46.5K$108.3K+$61.8K2026-10-19
Central Trust Co
DECREASED7181,009-291-29%$115.2K$106.5K-$8.8K2026-11-05
Hazlett, Burt & Watson, Inc.
DECREASED700765-65-8%$57.0K$104-$56.9K2026-11-04
Sava Infond d.o.o.
UNCHANGED70070000%$79.9K$103.8K+$23.9K2026-10-28
Community Bank, N.A.
UNCHANGED67767700%$77.3K$100.4K+$23.1K2026-11-06
Coston, McIsaac & Partners
UNCHANGED62062000%$70$91.9K+$91.9K2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED61461400%$70.1K$91.1K+$20.9K2026-10-05
Community Financial Services Group, LLC
UNCHANGED60560500%$73.6K$90.2K+$16.6K2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED60560500%$69.1K$89.7K+$20.6K2026-11-03
Hurley Capital, LLC
UNCHANGED59459400%$67.8K$88.1K+$20.3K2026-11-05
North Star Investment Management Corp.
UNCHANGED57557500%$65.7K$85.3K+$19.6K2026-10-27
Financial Management Professionals, Inc.
INCREASED566548+18+3%$62.6K$83.9K+$21.4K2026-10-23
Hilltop National Bank
UNCHANGED55655600%$63.5K$82.5K+$19.0K2026-10-14
Alpine Bank Wealth Management
UNCHANGED55255200%$63.0K$81.9K+$18.8K2026-10-16
DecisionPoint Financial, LLC
DECREASED534566-32-6%$68.8K$79.7K+$10.8K2026-10-27
Financial Network Wealth Advisors LLC
DECREASED518569-51-9%$65.0K$76.8K+$11.9K2026-10-28
First Horizon Corp
UNCHANGED49749700%$56.7K$73.7K+$17.0K2026-10-26
Markowski Investments
NEW484—+484——$71.8K—2026-10-30
William Mack & Associates, Inc.
NEW480—+480——$71.2K—2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED472325+147+45%$37.1K$70.0K+$32.9K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED466485-19-4%$55.4K$69.1K+$13.7K2026-10-23
WPG Advisers, LLC
INCREASED462178+284+160%$20.3K$68.5K+$48.2K2026-10-27
Evolution Wealth Management Inc.
DECREASED4351,479-1,044-71%$168.9K$64.5K-$104.4K2026-10-28
Rothwell Investment Advisors, LLC
NEW393—+393——$58.3K—2026-11-06
Cape Investment Advisory, Inc.
INCREASED392308+84+27%$35.2K$58.1K+$23.0K2026-10-13
Barnes Dennig Private Wealth Management LLC
NEW390—+390——$57.8K—2026-10-30
Silver Grove Financial Group, Inc.
INCREASED390358+32+9%$40.9K$57.8K+$17.0K2026-11-05
Holos Integrated Wealth LLC
UNCHANGED38938900%$47.4K$66.6K+$19.1K2026-10-23
Catalyst Capital Advisors LLC
INCREASED368355+13+4%$40.5K$54.6K+$14.0K2026-11-02
Hoey Investments, Inc
DECREASED361661-300-45%$75.5K$53.5K-$21.9K2026-10-29
Your Advocates Ltd., LLP
UNCHANGED36036000%$41.1K$53.4K+$12.3K2026-11-03
SJS Investment Consulting Inc.
INCREASED359358+1+0%$40.9K$53.2K+$12.4K2026-10-26
GoalVest Advisory LLC
UNCHANGED34734700%$39.6K$51.5K+$11.8K2026-10-02
Hickory Point Bank & Trust
UNCHANGED34034000%$38.8K$50.4K+$11.6K2026-10-01
Key FInancial Inc
UNCHANGED32032000%$36.5K$47.5K+$10.9K2026-11-02
Mosley Wealth Management
INCREASED310299+11+4%$34.1K$55.2K+$21.1K2026-10-16
Downshift Financial, LLC
UNCHANGED30930900%$35.3K$45.8K+$10.5K2026-10-13
Concord Wealth Partners
UNCHANGED30030000%$34.3K$44.5K+$10.2K2026-11-02
Redwood Park Advisors LLC
NEW298—+298——$44.2K—2026-11-02
Nisa Investment Advisors, LLC
INCREASED276180+96+53%$20.6K$40.9K+$20.4K2026-10-20
Roxbury Financial LLC
INCREASED271100+171+171%$11.4K$40.2K+$28.8K2026-10-01
Horrell Capital Management, Inc.
UNCHANGED26526500%$30.3K$39.3K+$9.0K2026-10-08
Trellis Wealth Advisors LLC
NEW250—+250——$37.1K—2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED24024000%$27.4K$35.6K+$8.2K2026-10-30
American National Bank & Trust
UNCHANGED23523500%$26.8K$34.9K+$8.0K2026-10-07
V-Square Quantitative Management LLC
UNCHANGED22622600%$25.8K$33.5K+$7.7K2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED21921900%$25.0K$32.5K+$7.5K2026-10-21
Laurel Wealth Advisors LLC
NEW218—+218——$32.3K—2026-10-27
Armstrong Advisory Group, Inc
INCREASED216158+58+37%$18.0K$32.0K+$14.0K2026-10-09
Madden Securities Corp
NEW200—+200——$29.7K—2026-10-27
NorthAvenue LLC
UNCHANGED20020000%$22.8K$29.7K+$6.8K2026-10-29
Fortitude Family Office, LLC
NEW197—+197——$29.2K—2026-10-14
Jnba Financial Advisors
INCREASED186124+62+50%$14.2K$27.6K+$13.4K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED181447-266-60%$51.0K$26.8K-$24.2K2026-10-14
Bell Investment Advisors, Inc
INCREASED179152+27+18%$17.4K$26.5K+$9.2K2026-10-29
Fairscale Capital, LLC
INCREASED176120+56+47%$13.7K$27.7K+$14.0K2026-11-04
City Holding Co
UNCHANGED17517500%$20.0K$26.0K+$6.0K2026-10-19
Birchbrook, Inc.
UNCHANGED17217200%$19.6K$25.5K+$5.9K2026-10-14
Lodestone Wealth Management LLC
UNCHANGED17217200%$19.6K$25.5K+$5.9K2026-10-14
Glynn Capital Management LLC
UNCHANGED17017000%$19.4K$25.2K+$5.8K2026-10-07
Bare Financial Services, Inc
INCREASED166142+24+17%$16.2K$24.6K+$8.4K2026-11-04
KFG LLC
NEW161—+161——$23.9K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED15115100%$17.2K$22.4K+$5.2K2026-10-23
Gilpin Wealth Management, LLC
INCREASED14510+135+1350%$1.1K$21.5K+$20.4K2026-10-09
Maseco LLP
UNCHANGED14114100%$16.1K$20.9K+$4.8K2026-10-27
SRH Advisors, LLC
UNCHANGED14014000%$16.0K$20.8K+$4.8K2026-10-22
Hartford Financial Management Inc.
UNCHANGED13613600%$15.5K$20.2K+$4.6K2026-10-21
First Bancorp, Inc
UNCHANGED13013000%$14.8K$19.3K+$4.4K2026-10-26
Bangor Savings Bank
DECREASED128152-24-16%$17.4K$19.0K+$1.6K2026-10-06
Atwood & Palmer Inc
UNCHANGED12212200%$13.9K$18.1K+$4.2K2026-10-08
Olistico Wealth, LLC
UNCHANGED12012000%$13.7K$17.8K+$4.1K2026-10-05
Elyxium Wealth, LLC
NEW118—+118——$17.5K—2026-10-27
Tsfg, LLC
DECREASED1182,028-1,910-94%$232.0K$17-$232.0K2026-10-23
Hanson & Doremus Investment Management
UNCHANGED11411400%$13.0K$17-$13.0K2026-10-16
United Financial Planning Group LLC
INCREASED11368+45+66%$7.8K$16.8K+$9.0K2026-11-04
Noble Wealth Management PBC
UNCHANGED11211200%$12.8K$16.6K+$3.8K2026-10-01
Next Level Wealth Planning, LLC
NEW110—+110——$16.3K—2026-10-29
Godsey & Gibb, Inc
INCREASED106103+3+3%$11.8K$15.7K+$4.0K2026-10-14
Oakworth Capital, Inc.
NEW101—+101——$15.0K—2026-10-26
Nova Financial LLC
NEW100—+100——$14.8K—2026-11-04
Chilton Capital Management LLC
UNCHANGED10010000%$11.4K$14.8K+$3.4K2026-10-28
Hager Investment Management Services, LLC
UNCHANGED10010000%$11.4K$14.8K+$3.4K2026-11-04
RMG Wealth Management LLC
UNCHANGED10010000%$15.0K$16.8K+$1.8K2026-10-26
Western Pacific Wealth Management, LP
UNCHANGED10010000%$11.4K$14.8K+$3.4K2026-10-16
Horizon Financial Services, LLC
DECREASED93143-50-35%$16.3K$13.8K-$2.5K2026-11-04
Acumen Wealth Advisors, LLC
INCREASED8935+54+154%$4.0K$13.2K+$9.2K2026-11-05
True Wealth Design, LLC
INCREASED8130+51+170%$3.4K$12.0K+$8.6K2026-10-13
Cedar Mountain Advisors, LLC
UNCHANGED808000%$9.1K$11.9K+$2.7K2026-10-15
Country Trust Bank
UNCHANGED787800%$8.9K$11.6K+$2.7K2026-10-30
Center for Financial Planning, Inc.
INCREASED7470+4+6%$8.0K$11.0K+$3.0K2026-10-26
Clearstead Trust, LLC
NEW71—+71——$10.5K—2026-11-06
1620 Investment Advisors, Inc.
UNCHANGED707000%$8.0K$10.4K+$2.4K2026-11-04
Fortis Group Advisors, LLC
UNCHANGED707000%$8.0K$10.4K+$2.4K2026-11-06
MJT & Associates Financial Advisory Group, Inc.
INCREASED6963+6+10%$7.2K$10.2K+$3.0K2026-10-07
Albion Financial Group
INCREASED663+63+2100%$343$9.8K+$9.4K2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED666600%$7.5K$9.8K+$2.3K2026-10-28
Lloyd Advisory Services, Llc.
DECREASED6573-8-11%$8.3K$9.7K+$1.3K2026-11-02
Transce3nd, LLC
NEW64—+64——$11.2K—2026-10-26
Southern Michigan Bank & Trust
UNCHANGED646400%$7.3K$9.5K+$2.2K2026-10-19
High Note Wealth, LLC
INCREASED631+62+6200%$114$9.3K+$9.2K2026-10-27
Princeton Global Asset Management LLC
UNCHANGED606000%$6.9K$8.9K+$2.0K2026-10-21
Rachor Investment Advisory Services, LLC
UNCHANGED606000%$6.9K$8.9K+$2.0K2026-10-29
Key Capital Management, Inc
UNCHANGED575700%$6.5K$8.5K+$1.9K2026-11-03
Bear Mountain Capital, Inc.
INCREASED5655+1+2%$6.9K$9.5K+$2.6K2026-11-04
Meriwether Wealth & Planning, LLC
NEW54—+54——$8.0K—2026-10-13
MV Capital Management, Inc.
INCREASED5148+3+6%$5.5K$7.6K+$2.1K2026-10-29
LAM Group, Inc.
UNCHANGED505000%$5.7K$7.4K+$1.7K2026-10-26
Point Nemo Capital, LLC
UNCHANGED505000%$5.7K$7.4K+$1.7K2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW44—+44——$6.5K—2026-10-15
Elevation Wealth Partners, LLC
INCREASED4318+25+139%$2.1K$6.4K+$4.3K2026-10-07
John Boyer, Inc.
NEW42—+42——$6.2K—2026-10-27
Reap Financial Group, LLC
UNCHANGED414100%$4.7K$6.1K+$1.4K2026-11-02
Tradewinds Capital Management, LLC
DECREASED40140-100-71%$16.0K$5.9K-$10.1K2026-10-23
NBT Bank, N.A.
DECREASED4059-19-32%$6.7K$5.9K-$8042026-10-21
Valley National Advisers Inc
UNCHANGED404000%$4.6K$5.9K+$1.4K2026-10-23
Vision Financial Markets LLC
UNCHANGED404000%$4.9K$6.0K+$1.1K2026-10-22
Global Trust Asset Management, LLC
INCREASED3621+15+71%$2.4K$5.4K+$3.0K2026-10-19
Covestor Ltd
UNCHANGED353500%$4.0K$5-$4.0K2026-10-30
Granite FO LLC
UNCHANGED333300%$3.8K$4.9K+$1.1K2026-10-14
Activest Wealth Management
DECREASED3050-20-40%$5.7K$4.4K-$1.3K2026-10-15
Winch Advisory Services, LLC
UNCHANGED292900%$3.3K$4.3K+$9902026-11-06
Beacon Financial Strategies Corp
UNCHANGED272700%$3.1K$4.0K+$9222026-10-14
Flagship Wealth Advisors, LLC
DECREASED25118-93-79%$13.5K$3.7K-$9.8K2026-11-03
Balance Wealth Partners LLC
NEW24—+24——$3.5K—2026-10-27
Quest 10 Wealth Builders, Inc.
NEW23—+23——$3.4K—2026-11-02
Mainstream Capital Management LLC
NEW23—+23——$3.4K—2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED222200%$2.5K$3.3K+$7512026-10-07
Bernzott Capital Advisors
NEW21—+21——$3.1K—2026-10-29
Essential Investment Partners LLC
INCREASED2010+10+100%$1.1K$3.0K+$1.8K2026-10-27
American Capital Advisory, LLC
UNCHANGED202000%$2.3K$3.0K+$6822026-10-28
Duncker Streett & Co Inc
UNCHANGED202000%$2.3K$3.0K+$6822026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED202000%$2.3K$3.0K+$6822026-10-28
Heritage Family Offices, LLP
NEW19—+19——$2.8K—2026-11-02
Breakwater Investment Management
INCREASED1910+9+90%$1.1K$2.8K+$1.7K2026-10-20
UMB Private Wealth Management, LLC
NEW18—+18——$2.7K—2026-10-19
Pacific Center for Financial Services
UNCHANGED181800%$2.1K$2.7K+$6142026-10-15
Signature Resources Capital Management, LLC
UNCHANGED181800%$2.1K$2.7K+$6142026-10-16
Salomon & Ludwin, LLC
UNCHANGED161600%$1.9K$2.4K+$4272026-10-29
Ares Financial Consulting, LLC
UNCHANGED151500%$1.7K$2.2K+$5122026-10-19
Investors Research Corp
UNCHANGED141400%$1.6K$2.1K+$4772026-10-07
Security National Bank
UNCHANGED141400%$1.6K$2.1K+$4772026-10-26
Clark Wealth Partners
NEW11—+11——$1.6K—2026-10-19
New England Capital Financial Advisors LLC
UNCHANGED111100%$1.3K$1.6K+$3762026-11-03
High Point Wealth Management, LLC
UNCHANGED101000%$1.1K$1.5K+$3412026-11-05
Addison Advisors LLC
NEW8—+8——$1.2K—2026-11-06
Blume Capital Management, Inc.
UNCHANGED8800%$914$1.2K+$2732026-10-26
Contravisory Investment Management, Inc.
NEW7—+7——$1.0K—2026-10-13
Proathlete Wealth Management LLC
UNCHANGED6600%$685$889+$2042026-10-15
Ashurst Perkins Coie Trust Co
NEW5—+5——$741—2026-10-15
PayPay Securities Corp
DECREASED57-2-29%$799$742-$572026-10-27
RHL Group, LLC
NEW4—+4——$593—2026-11-04
Decker Retirement Planning Inc.
UNCHANGED3300%$299$389+$902026-10-19
Montgomery Financial Services LLC
UNCHANGED1100%$114$148+$342026-11-03
Rakuten Securities, Inc.
UNCHANGED1100%$114$148+$342026-11-02
Bank Pictet & Cie (Europe) AG
CLOSED083,978-83,978-100%$9.6M$0-$9.6M2026-10-20
Jcic Asset Management Inc.
CLOSED059,237-59,237-100%$7.0M$0-$7.0M2026-10-30
Global Wealth Management Investment Advisory, Inc.
CLOSED036,628-36,628-100%$4.2M$0-$4.2M2026-11-04
111 Capital
CLOSED018,327-18,327-100%$2.1M$0-$2.1M2026-11-03
Walter Public Investments Inc.
CLOSED017,534-17,534-100%$2.0M$0-$2.0M2026-11-05
Ted Buchan & Co
CLOSED014,845-14,845-100%$1.7M$0-$1.7M2026-10-23
Wellington Shields & Co., LLC
CLOSED012,600-12,600-100%$1.4M$0-$1.4M2026-11-03
Wellington Shields Capital Management, LLC
CLOSED08,000-8,000-100%$913.4K$0-$913.4K2026-11-03
Tannin Capital LLC
CLOSED07,545-7,545-100%$861.5K$0-$861.5K2026-11-05
Northside Capital Management, LLC
CLOSED06,842-6,842-100%$781.2K$0-$781.2K2026-10-13
Legacy Wealth Asset Management, LLC
CLOSED06,631-6,631-100%$757.1K$0-$757.1K2026-10-09
ABC Arbitrage SA
CLOSED06,323-6,323-100%$722.0K$0-$722.0K2026-10-23
Howland Capital Management LLC
CLOSED05,405-5,405-100%$617.1K$0-$617.1K2026-10-22
Investors Asset Management of Georgia Inc
CLOSED04,944-4,944-100%$564.5K$0-$564.5K2026-10-20
Capital CS Group, LLC
CLOSED04,664-4,664-100%$532.5K$0-$532.5K2026-10-29
Castleview Partners, LLC
CLOSED04,011-4,011-100%$458.0K$0-$458.0K2026-10-09
Axim Planning & Wealth
CLOSED03,702-3,702-100%$422.7K$0-$422.7K2026-10-28
R Squared Ltd
CLOSED03,499-3,499-100%$399.5K$0-$399.5K2026-11-06
Goldstein Advisors, LLC
CLOSED03,361-3,361-100%$383.8K$0-$383.8K2026-10-15
Piar LLC
CLOSED03,235-3,235-100%$369.4K$0-$369.4K2026-10-21
Emerald Advisors, LLC
CLOSED03,000-3,000-100%$342.5K$0-$342.5K2026-10-13
Deltec Asset Management LLC
CLOSED03,000-3,000-100%$342.5K$0-$342.5K2026-10-26
YHB Investment Advisors, Inc.
CLOSED02,734-2,734-100%$312.2K$0-$312.2K2026-10-08
Inscription Capital, LLC
CLOSED02,478-2,478-100%$282.9K$0-$282.9K2026-11-02
Jefferies Financial Group Inc.
CLOSED02,420-2,420-100%$276.3K$0-$276.3K2026-11-05
Moss Adams Wealth Advisors LLC
CLOSED02,253-2,253-100%$257.2K$0-$257.2K2026-10-28
Clear Wave Wealth Management LLC
CLOSED02,244-2,244-100%$256.2K$0-$256.2K2026-11-04
Archford Capital Strategies, LLC
CLOSED02,200-2,200-100%$251.2K$0-$251.2K2026-10-19
Allen Capital Group, LLC
CLOSED02,025-2,025-100%$231.2K$0-$231.2K2026-10-27
Wealth Science Advisors LLC
CLOSED01,905-1,905-100%$217.5K$0-$217.5K2026-10-09
Mountain Capital Investment Advisors Inc.
CLOSED01,873-1,873-100%$213.9K$0-$213.9K2026-11-06
Howard Bailey Securities, LLC
CLOSED01,821-1,821-100%$207.9K$0-$207.9K2026-10-27
B.O.S.S. Retirement Advisors, LLC
CLOSED01,813-1,813-100%$207.0K$0-$207.0K2026-10-26
Arbor Investment Advisors, LLC
CLOSED01,768-1,768-100%$201.9K$0-$201.9K2026-10-26
Wealth Enhancement Trust Services, Inc.
CLOSED01,180-1,180-100%$134.7K$0-$134.7K2026-10-07
Salem Investment Counselors Inc
CLOSED01,159-1,159-100%$132.3K$0-$132.3K2026-10-13
Barrett & Company, Inc.
CLOSED0925-925-100%$105.6K$0-$105.6K2026-10-22
LifeSteps Financial, Inc.
CLOSED0720-720-100%$82.2K$0-$82.2K2026-10-15
Obsidian CIO, LLC
CLOSED0436-436-100%$49.8K$0-$49.8K2026-11-05
Solstein Capital, LLC
CLOSED0430-430-100%$49.1K$0-$49.1K2026-11-02
Tobam
CLOSED0349-349-100%$57$0-$572026-11-03
Stone House Investment Management, LLC
CLOSED0279-279-100%$31.9K$0-$31.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED0182-182-100%$21.6K$0-$21.6K2026-10-16
Kingdom Financial Group Llc.
CLOSED0100-100-100%$11.4K$0-$11.4K2026-11-04
BankPlus Trust Department
CLOSED090-90-100%$10.3K$0-$10.3K2026-11-06
Towne Trust Company, N.a
CLOSED071-71-100%$8.1K$0-$8.1K2026-10-28
Trust Co of Toledo NA
CLOSED049-49-100%$5.6K$0-$5.6K2026-10-16
Axiom Investment Management LLC
CLOSED040-40-100%$4.6K$0-$4.6K2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED035-35-100%$4.0K$0-$4.0K2026-10-29
Vermillion Wealth Management, Inc.
CLOSED033-33-100%$3.8K$0-$3.8K2026-10-26
Whipplewood Advisors, LLC
CLOSED028-28-100%$3.2K$0-$3.2K2026-10-20
West Paces Advisors Inc.
CLOSED019-19-100%$2.2K$0-$2.2K2026-10-13
West Financial Advisors, LLC
CLOSED09-9-100%$1.0K$0-$1.0K2026-10-22
Tower Trust & Investment Co
CLOSED06-6-100%$685$0-$6852026-10-28
Brooklyn FI, LLC
CLOSED05-5-100%$592$0-$5922026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED04-4-100%$494$0-$4942026-10-16
Bullseye Investment Management, LLC
CLOSED02-2-100%$228$0-$2282026-10-29
Bayforest Capital Ltd
CLOSED01-1-100%$114$0-$1142026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.8M$4.4M+$636.3K2026-10-29
Capital International Investors
N/A—54,893,641-54,893,641-100%$6.3B———
FMR LLC
N/A—47,175,518-47,175,518-100%$5.4B———
Invesco Ltd.
N/A—36,570,929-36,570,929-100%$4.2B———
Vanguard Capital Management LLC
N/A—34,133,098-34,133,098-100%$3.9B———
Capital World Investors
N/A—34,087,544-34,087,544-100%$3.9B———
Baillie Gifford & Co
N/A—28,403,600-28,403,600-100%$3.2B———
Morgan Stanley
N/A—25,517,034-25,517,034-100%$2.9B———
Price T Rowe Associates Inc
N/A—24,751,765-24,751,765-100%$2.8B———
Royal Bank of Canada
N/A—23,534,300-23,534,300-100%$2.7B———
FIL Ltd
N/A—19,275,482-19,275,482-100%$2.2B———
Norges Bank
N/A—16,410,473-16,410,473-100%$1.9B———
JPMorgan Chase & Co
N/A—15,220,724-15,220,724-100%$1.7B———
Loomis Sayles & Co L P
N/A—14,408,186-14,408,186-100%$1.6B———
Bank of Montreal
N/A—13,770,055-13,770,055-100%$1.6B———
Wellington Management Group LLP
N/A—11,852,596-11,852,596-100%$1.4B———
Bank of America Corp
N/A—11,443,080-11,443,080-100%$1.3B———
Bamco Inc
N/A—11,155,546-11,155,546-100%$1.3B———
Vanguard Fiduciary Trust Co
N/A—10,862,064-10,862,064-100%$1.2B———
Goldman Sachs Group Inc
N/A—10,154,753-10,154,753-100%$1.2B———
National Bank of Canada
N/A—10,020,663-10,020,663-100%$1.1B———
TD Asset Management Inc
N/A—9,280,520-9,280,520-100%$1.1B———
1832 Asset Management L.P.
N/A—9,079,131-9,079,131-100%$1.0B———
Canada Pension Plan Investment Board
N/A—8,932,140-8,932,140-100%$1.0B———
CIBC World Market Inc.
N/A—8,301,893-8,301,893-100%$947.9M———
Manufacturers Life Insurance Company, the
N/A—8,026,490-8,026,490-100%$916.5M———
Alliancebernstein L.P.
N/A—7,814,726-7,814,726-100%$927.0M———
Capital Research Global Investors
N/A—7,491,701-7,491,701-100%$855.4M———
Sands Capital Management, LLC
N/A—7,242,079-7,242,079-100%$826.9M———
Franklin Resources Inc
N/A—6,892,527-6,892,527-100%$787.4M———
Jennison Associates LLC
N/A—6,846,396-6,846,396-100%$781.7M———
Newlands Management Operations LLC
N/A—6,325,050-6,325,050-100%$722.2M———
Legal & General Group Plc
N/A—6,162,904-6,162,904-100%$704.8M———
Massachusetts Financial Services Co
N/A—5,950,335-5,950,335-100%$755.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—5,906,160-5,906,160-100%$675.0M———
BlackRock, Inc.
N/A—5,824,991-5,824,991-100%$665.1M———
Vanguard Global Advisers, LLC
N/A—5,221,153-5,221,153-100%$597.3M———
Polen Capital Management LLC
N/A—4,577,524-4,577,524-100%$522.7M———
Toronto Dominion Bank
N/A—4,432,439-4,432,439-100%$506.4M———
ARK Investment Management LLC
N/A—4,155,925-4,155,925-100%$474.5M———
Edgewood Management LLC
N/A—4,107,065-4,107,065-100%$468.9M———
Artisan Partners Limited Partnership
N/A—4,074,005-4,074,005-100%$465.2M———
Bank of Nova Scotia
N/A—4,031,656-4,031,656-100%$461.1M———
Swiss National Bank
N/A—3,962,700-3,962,700-100%$452.0M———
Susquehanna International Group, LLP
N/A—3,812,940-3,812,940-100%$435.4M———
Victory Capital Management Inc
N/A—3,722,361-3,722,361-100%$425.0M———
UBS Group AG
N/A—3,706,397-3,706,397-100%$423.2M———
Federation des caisses Desjardins du Quebec
N/A—3,469,946-3,469,946-100%$395.0M———
Amova Asset Management Americas, Inc.
N/A—3,366,810-3,366,810-100%$384.5M———
Jupiter Topco LLC
N/A—3,279,616-3,279,616-100%$374.5M———
Clearbridge Investments, LLC
N/A—2,984,845-2,984,845-100%$340.8M———
Wells Fargo & Company
N/A—2,866,960-2,866,960-100%$327.3M———
Charles Schwab Investment Management Inc
N/A—2,830,240-2,830,240-100%$323.7M———
Nuveen, LLC
N/A—2,678,971-2,678,971-100%$306.3M———
UBS Asset Management Americas LLC
N/A—2,633,169-2,633,169-100%$300.7M———
D. E. Shaw & Co., Inc.
N/A—2,394,385-2,394,385-100%$273.4M———
Vanguard Asset Management, Ltd
N/A—2,385,151-2,385,151-100%$272.9M———
Durable Capital Partners LP
N/A—2,335,694-2,335,694-100%$266.7M———
Jane Street Group, LLC
N/A—2,322,857-2,322,857-100%$265.2M———
SEI Investments Co
N/A—2,168,217-2,168,217-100%$247.6M———
Picton Mahoney Asset Management
N/A—2,163,787-2,163,787-100%$246.9M———
Raymond James Financial Inc
N/A—2,144,798-2,144,798-100%$244.9M———
British Columbia Investment Management Corp
N/A—2,131,695-2,131,695-100%$243.6M———
Citadel Advisors LLC
N/A—2,065,064-2,065,064-100%$235.8M———
Brown Advisory Inc
N/A—1,927,406-1,927,406-100%$220.1M———
Winslow Capital Management, LLC
N/A—1,919,693-1,919,693-100%$219.2M———
First Trust Advisors LP
N/A—1,853,916-1,853,916-100%$211.7M———
Gilder Gagnon Howe & Co LLC
N/A—1,835,426-1,835,426-100%$209.6M———
Envestnet Asset Management Inc
N/A—1,827,570-1,827,570-100%$208.7M———
Public Sector Pension Investment Board
N/A—1,759,877-1,759,877-100%$201.1M———
Mufg Securities (Canada), Ltd.
N/A—1,725,549-1,725,549-100%$197.1M———
Natixis Advisors, LLC
N/A—1,712,569-1,712,569-100%$195.5M———
BNP Paribas Financial Markets
N/A—1,658,388-1,658,388-100%$189.4M———
Marshall Wace, LLP
N/A—1,633,517-1,633,517-100%$186.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,626,341-1,626,341-100%$185.7M———
Strategy Capital LLC
N/A—1,602,908-1,602,908-100%$183.0M———
Ashe Capital Management, LP
N/A—1,542,738-1,542,738-100%$176.1M———
Rathbones Group PLC
N/A—1,512,628-1,512,628-100%$172.7M———
Scotia Capital Inc.
N/A—1,470,808-1,470,808-100%$167.8M———
Caisse de Depot ET Placement DU Quebec
N/A—1,426,749-1,426,749-100%$163.2M———
Nomura Asset Management International Inc.
N/A—1,405,574-1,405,574-100%$160.5M———
Arrowstreet Capital, Limited Partnership
N/A—1,321,984-1,321,984-100%$151.0M———
American Century Companies Inc
N/A—1,279,215-1,279,215-100%$146.1M———
Neuberger Berman Group LLC
N/A—1,276,855-1,276,855-100%$145.8M———
Alberta Investment Management Corp
N/A—1,274,813-1,274,813-100%$145.7M———
Northern Trust Corp
N/A—1,265,477-1,265,477-100%$144.5M———
Ameriprise Financial Inc
N/A—1,132,890-1,132,890-100%$131.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,116,576-1,116,576-100%$127.5M———
Hudson Bay Capital Management LP
N/A—1,066,000-1,066,000-100%$121.7M———
Aviva PLC
N/A—1,059,894-1,059,894-100%$121.1M———
Korea Investment Corp
N/A—977,068-977,068-100%$111.7M———
ExodusPoint Capital Management, LP
N/A—976,571-976,571-100%$111.5M———
BNP Paribas Asset Management Holding S.A.
N/A—967,947-967,947-100%$110.5M———
APG Asset Management N.V.
N/A—956,521-956,521-100%$95.5M———
Capital International, Inc.
N/A—901,742-901,742-100%$103.0M———
Mufg Securities Emea plc
N/A—901,731-901,731-100%$103.0M———
Thrive Capital Management, LLC
N/A—895,817-895,817-100%$102.3M———
Capital International Sarl
N/A—867,328-867,328-100%$99.0M———
Vaughan Nelson Investment Management, L.P.
N/A—833,950-833,950-100%$95.2M———
D1 Capital Partners L.P.
N/A—830,891-830,891-100%$94.9M———
Federated Hermes, Inc.
N/A—821,993-821,993-100%$93.9M———
SG Americas Securities, LLC
N/A—821,673-821,673-100%$93.8M———
CIBC Bancorp USA Inc.
N/A—803,178-803,178-100%$92.2M———
State Street Corp
N/A—802,915-802,915-100%$91.7M———
Liontrust Investment Partners LLP
N/A—783,719-783,719-100%$89.5M———
Fred Alger Management, LLC
N/A—776,493-776,493-100%$88.7M———
Bessemer Group Inc
N/A—773,620-773,620-100%$88.3M———
Jones Financial Companies Lllp
N/A—733,749-733,749-100%$85.7M———
NZS Capital, LLC
N/A—703,753-703,753-100%$80.4M———
State of Tennessee, Department of Treasury
N/A—703,575-703,575-100%$80.5M———
Canada Life Assurance Co
N/A—692,163-692,163-100%$78.8M———
Stony Point Capital LLC
N/A—651,765-651,765-100%$74.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—635,990-635,990-100%$72.6M———
Vanguard Investments Australia, Ltd.
N/A—625,026-625,026-100%$71.5M———
Blue Sparrow, LLC
N/A—620,000-620,000-100%$70.8M———
TCW Group Inc
N/A—609,503-609,503-100%$69.6M———
Balyasny Asset Management L.P.
N/A—609,006-609,006-100%$69.5M———
Guardian Capital LP
N/A—534,485-534,485-100%$61.1M———
Blair William & Co
N/A—521,868-521,868-100%$59.6M———
Royal London Asset Management LTD
N/A—508,697-508,697-100%$58.1M———
Osaic Holdings, Inc.
N/A—493,085-493,085-100%$56.3M———
Capital Fund Management S.A.
N/A—481,667-481,667-100%$55.0M———
Rockefeller Capital Management L.P.
N/A—471,205-471,205-100%$53.8M———
Harvest Portfolios Group Inc.
N/A—456,444-456,444-100%$52.2M———
Hillsdale Investment Management Inc.
N/A—451,724-451,724-100%$51.6M———
Capital International LTD
N/A—448,711-448,711-100%$51.2M———
Allianz Asset Management GmbH
N/A—448,018-448,018-100%$51.2M———
Altshuler Shaham Ltd
N/A—442,232-442,232-100%$50.5M———
Lord, Abbett & Co. LLC
N/A—438,404-438,404-100%$50.1M———
USS Investment Management Ltd
N/A—436,547-436,547-100%$49.9M———
Life Cycle Investment Partners Ltd
N/A—431,739-431,739-100%$49.3M———
Lazard Asset Management LLC
N/A—425,633-425,633-100%$48.6M———
Omers Administration Corp
N/A—422,002-422,002-100%$48.3M———
State of Wisconsin Investment Board
N/A—385,130-385,130-100%$44.0M———
Cetera Investment Advisers
N/A—385,053-385,053-100%$44.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—377,321-377,321-100%$43.1M———
Ensign Peak Advisors, Inc
N/A—376,521-376,521-100%$43.0M———
AQR Capital Management LLC
N/A—366,139-366,139-100%$41.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—358,160-358,160-100%$40.9M———
Tidal Investments LLC
N/A—344,055-344,055-100%$39.3M———
Stifel Financial Corp
N/A—336,981-336,981-100%$38.5M———
Peregrine Capital Management LLC
N/A—328,206-328,206-100%$37.5M———
Advisors Asset Management, Inc.
N/A—327,792-327,792-100%$37.4M———
Islander Capital Partners, L.P.
N/A—326,000-326,000-100%$37.2M———
Voloridge Investment Management, LLC
N/A—308,587-308,587-100%$35.2M———
ThornTree Capital Partners LP
N/A—307,137-307,137-100%$35.1M———
Walleye Capital LLC
N/A—293,359-293,359-100%$33.5M———
Manchester Global Management (UK) Ltd
N/A—292,956-292,956-100%$33.4M———
Select Equity Group, L.P.
N/A—291,826-291,826-100%$33.3M———
Squarepoint Ops LLC
N/A—288,427-288,427-100%$32.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—282,321-282,321-100%$32.3M———
Investment Management Corp of Ontario
N/A—278,788-278,788-100%$31.8M———
Andra Ap-fonden
N/A—278,312-278,312-100%$45.2M———
Northwest & Ethical Investments L.P.
N/A—277,949-277,949-100%$31.8M———
Qube Research & Technologies Ltd
N/A—274,697-274,697-100%$31.4M———
Cornerstone Capital, Inc.
N/A—270,035-270,035-100%$30.8M———
Huntington National Bank
N/A—262,749-262,749-100%$30.0M———
Ninepoint Partners LP
N/A—254,222-254,222-100%$29.0M———
Guggenheim Capital LLC
N/A—253,940-253,940-100%$29.0M———
Bristol John W & Co Inc
N/A—252,988-252,988-100%$28.9M———
Iconiq Capital, LLC
N/A—252,702-252,702-100%$28.9M———
Two Sigma Investments, LP
N/A—252,158-252,158-100%$28.8M———
Millennium Management LLC
N/A—247,081-247,081-100%$28.2M———
Thornburg Investment Management Inc
N/A—246,547-246,547-100%$28.2M———
Tudor Investment Corp ET AL
N/A—244,860-244,860-100%$28.0M———
Janney Montgomery Scott LLC
N/A—242,597-242,597-100%$27.7M———
Voya Investment Management LLC
N/A—236,099-236,099-100%$27.0M———
Northwestern Mutual Wealth Management Co
N/A—231,316-231,316-100%$26.4M———
Gavilan Investment Partners LLC
N/A—230,000-230,000-100%$26.3M———
Man Group plc
N/A—227,857-227,857-100%$26.0M———
Quantinno Capital Management LP
N/A—226,558-226,558-100%$25.9M———
Intech Investment Management LLC
N/A—225,599-225,599-100%$25.8M———
Acadian Asset Management LLC
N/A—225,253-225,253-100%$25.7M———
Mariner, LLC
N/A—225,045-225,045-100%$25.7M———
Ostrum Asset Management
N/A—215,685-215,685-100%$24.6M———
Ampersand Capital Group, L.P.
N/A—212,763-212,763-100%$24.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—211,118-211,118-100%$24.1M———
MML Investors Services, LLC
N/A—209,649-209,649-100%$23.9M———
HSBC Holdings PLC
N/A—206,771-206,771-100%$23.7M———
Pathstone Holdings, LLC
N/A—203,003-203,003-100%$23.2M———
Adage Capital Partners GP, L.L.C.
N/A—200,000-200,000-100%$22.8M———
HighTower Advisors, LLC
N/A—199,319-199,319-100%$22.8M———
Nissay Asset Management Corp N
N/A—198,803-198,803-100%$22.7M———
Benchstone Capital Management LP
N/A—198,162-198,162-100%$22.6M———
Varma Mutual Pension Insurance Co
N/A—193,908-193,908-100%$22.2M———
Focus Partners Wealth
N/A—191,135-191,135-100%$21.8M———
IQ EQ Fund Management (Ireland) Ltd
N/A—191,034-191,034-100%$21.8M———
CI Investments Inc.
N/A—189,130-189,130-100%$21.6M———
Marcho Partners LLP
N/A—188,235-188,235-100%$21.5M———
Optiver Holding B.V.
N/A—186,794-186,794-100%$21.3M———
Parkwood LLC
N/A—186,647-186,647-100%$21.3M———
Trillium Asset Management, LLC
N/A—175,200-175,200-100%$20.0M———
Teachers Retirement System of the State of Kentucky
N/A—173,166-173,166-100%$19.8M———
Ardmore Road Asset Management LP
N/A—162,500-162,500-100%$18.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—157,580-157,580-100%$18.0M———
Tremblant Capital Group
N/A—155,592-155,592-100%$17.8M———
Insight Holdings Group, LLC
N/A—153,440-153,440-100%$17.5M———
Tiaa Wealth Investment Management LLC
N/A—152,481-152,481-100%$17.4M———
Sanctuary Advisors, LLC
N/A—152,430-152,430-100%$17.4M———
Mizuho Markets Americas LLC
N/A—151,666-151,666-100%$17.3M———
Kinetic Partners Management, LP
N/A—148,226-148,226-100%$16.9M———
Arthedge Capital Management, LLC
N/A—146,600-146,600-100%$16.7M———
Vestmark Advisory Solutions, Inc.
N/A—142,582-142,582-100%$16.3M———
Schroder Investment Management Group
N/A—135,616-135,616-100%$15.5M———
Rafferty Asset Management, LLC
N/A—132,447-132,447-100%$15.1M———
HRT Financial LP
N/A—131,674-131,674-100%$15.0M———
Peak6 LLC
N/A—130,236-130,236-100%$14.9M———
Shelton Capital Management
N/A—129,890-129,890-100%$14.8M———
Baird Financial Group, Inc.
N/A—129,500-129,500-100%$14.8M———
Ithaka Group LLC
N/A—123,083-123,083-100%$14.1M———
Texas Yale Capital Corp.
N/A—122,872-122,872-100%$14.0M———
Oddo BHF Asset Management SAS
N/A—122,698-122,698-100%$19.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—122,580-122,580-100%$14.0M———
Utah Retirement Systems
N/A—122,236-122,236-100%$14.0M———
Dash Acquisitions Inc.
N/A—120,284-120,284-100%$18.1M———
Voleon Capital Management LP
N/A—119,583-119,583-100%$13.7M———
Cresset Asset Management, LLC
N/A—119,534-119,534-100%$13.6M———
AustralianSuper Pty Ltd
N/A—117,934-117,934-100%$13.5M———
Cerity Partners LLC
N/A—117,795-117,795-100%$13.4M———
Mediolanum International Funds Ltd
N/A—116,789-116,789-100%$13.3M———
Purpose Unlimited Inc.
N/A—113,786-113,786-100%$13.0M———
Group One Trading LLC
N/A—112,530-112,530-100%$12.8M———
Tocqueville Asset Management L.P.
N/A—111,660-111,660-100%$12.7M———
DF Dent & Co Inc
N/A—110,176-110,176-100%$12.6M———
Vident Advisory, LLC
N/A—106,676-106,676-100%$12.2M———
Public Employees Retirement System of Ohio
N/A—105,290-105,290-100%$12.0M———
Atalanta Sosnoff Capital, LLC
N/A—103,100-103,100-100%$11.8M———
Longaeva Partners L.P.
N/A—101,216-101,216-100%$11.6M———
Maniro Ltd
N/A—100,367-100,367-100%$11.5M———
Equitable Holdings, Inc.
N/A—99,811-99,811-100%$11.4M———
Capital Group Investment Management Pte. Ltd.
N/A—98,744-98,744-100%$11.3M———
O'shaughnessy Asset Management, LLC
N/A—94,971-94,971-100%$10.8M———
Schonfeld Strategic Advisors LLC
N/A—92,522-92,522-100%$10.6M———
Harvest Fund Management Co., Ltd
N/A—90,639-90,639-100%$10.4M———
Telemark Asset Management, LLC
N/A—90,000-90,000-100%$10.3M———
Aquatic Capital Management LLC
N/A—89,671-89,671-100%$10.2M———
Sycale Advisors (NY) LLC
N/A—89,430-89,430-100%$10.2M———
Foxhaven Asset Management, LP
N/A—89,303-89,303-100%$10.2M———
NewEdge Advisors, LLC
N/A—88,161-88,161-100%$10.1M———
Thoroughbred Financial Services, LLC
N/A—87,872-87,872-100%$10.0M———
Castleark Management LLC
N/A—87,164-87,164-100%$10.0M———
&partners
N/A—86,703-86,703-100%$9.9M———
Capital Group Private Client Services, Inc.
N/A—85,503-85,503-100%$9.8M———
Nomura Holdings Inc
N/A—84,692-84,692-100%$9.7M———
Credit Agricole S A
N/A—84,578-84,578-100%$9.7M———
Advisory Services Network, LLC
N/A—83,545-83,545-100%$9.5M———
Glenmede Trust Co NA
N/A—81,421-81,421-100%$9.3M———
Square PEG Capital PTY LTD
N/A—80,300-80,300-100%$9.2M———
Dixon Mitchell Investment Counsel Inc.
N/A—80,186-80,186-100%$9.2M———
Mercer Global Advisors Inc
N/A—79,781-79,781-100%$9.1M———
Nomura Asset Management Co LTD
N/A—79,714-79,714-100%$9.1M———
Captrust Financial Advisors
N/A—79,580-79,580-100%$9.1M———
Private Advisor Group, LLC
N/A—79,519-79,519-100%$9.1M———
Winton Group Ltd
N/A—79,492-79,492-100%$9.1M———
Quantitative Investment Management, LLC
N/A—79,275-79,275-100%$9.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—78,808-78,808-100%$9.0M———
Gillson Capital LP
N/A—77,800-77,800-100%$8.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—77,338-77,338-100%$12.5M———
PCJ Investment Counsel Ltd.
N/A—77,170-77,170-100%$8.8M———
Deepwater Asset Management, LLC
N/A—75,511-75,511-100%$8.6M———
Van Eck Associates Corp
N/A—74,817-74,817-100%$8.5M———
Ravenswood Partners LP
N/A—73,803-73,803-100%$8.4M———
Pacer Advisors, Inc.
N/A—71,450-71,450-100%$8.2M———
Waterloo Capital, L.P.
N/A—70,169-70,169-100%$8.0M———
Penserra Capital Management LLC
N/A—68,493-68,493-100%$7.8M———
Aviso Financial Inc.
N/A—67,661-67,661-100%$7.7M———
Mmbg Investment Advisors Co.
N/A—66,915-66,915-100%$7.6M———
Mirova
N/A—65,742-65,742-100%$7.5M———
Prudential PLC
N/A—65,167-65,167-100%$7.4M———
Bogart Wealth, LLC
N/A—65,143-65,143-100%$7.4M———
Faithward Advisors, LLC
N/A—64,625-64,625-100%$7.4M———
Jaffetilchin Investment Partners, LLC
N/A—64,357-64,357-100%$7.3M———
XTX Topco Ltd
N/A—64,230-64,230-100%$7.3M———
Vanguard Personalized Indexing Management, LLC
N/A—63,545-63,545-100%$7.3M———
Bank of Nova Scotia Trust Co
N/A—62,736-62,736-100%$7.2M———
AE Wealth Management LLC
N/A—62,616-62,616-100%$7.1M———
M&T Bank Corp
N/A—61,164-61,164-100%$7.0M———
EFG International AG
N/A—60,857-60,857-100%$7.0M———
Allianz SE
N/A—60,617-60,617-100%$6.9M———
Commerce Bank
N/A—60,564-60,564-100%$6.9M———
Quadrature Capital Ltd
N/A—58,613-58,613-100%$6.7M———
WCG Wealth Advisors LLC
N/A—58,459-58,459-100%$6.7M———
NewEdge Wealth, LLC
N/A—58,253-58,253-100%$6.7M———
Fortis Capital Management LLC
N/A—57,742-57,742-100%$6.6M———
Benjamin Edwards Inc
N/A—57,425-57,425-100%$6.6M———
Dnca Finance
N/A—56,500-56,500-100%$6.5M———
Callan Family Office, LLC
N/A—55,278-55,278-100%$6.3M———
Sona Asset Management (US) LLC
N/A—55,000-55,000-100%$6.3M———
Readystate Asset Management LP
N/A—54,295-54,295-100%$6.2M———
NewGen Asset Management Ltd
N/A—53,700-53,700-100%$6.1M———
Integrated Wealth Concepts LLC
N/A—53,470-53,470-100%$6.1M———
12 West Capital Management LP
N/A—52,000-52,000-100%$5.9M———
Trexquant Investment LP
N/A—51,006-51,006-100%$5.8M———
Synergy Financial Group, LTD
N/A—50,860-50,860-100%$5.8M———
Financial Avengers, Inc.
N/A—50,510-50,510-100%$5.8M———
Orion Investment Co
N/A—50,263-50,263-100%$5.7M———
Beacon Pointe Advisors, LLC
N/A—50,200-50,200-100%$5.7M———
United Capital Financial Advisors, LLC
N/A—49,633-49,633-100%$5.7M———
K.J. Harrison & Partners Inc
N/A—48,748-48,748-100%$5.6M———
IEQ Capital, LLC
N/A—48,341-48,341-100%$5.5M———
Steward Partners Investment Advisory, LLC
N/A—48,093-48,093-100%$5.5M———
Nordea Investment Management AB
N/A—47,676-47,676-100%$5.4M———
Employees Retirement System of Texas
N/A—47,549-47,549-100%$5.4M———
Norinchukin Bank, The
N/A—46,114-46,114-100%$5.3M———
Wealthspire Advisors, LLC
N/A—44,716-44,716-100%$5.1M———
Ameritas Investment Partners, Inc.
N/A—44,230-44,230-100%$5.1M———
CSM Advisors, LLC
N/A—43,440-43,440-100%$5.0M———
Marex Group Ltd
N/A—43,071-43,071-100%$4.9M———
E Fund Management Co., Ltd.
N/A—42,733-42,733-100%$4.9M———
Saba Capital Management, L.P.A
N/A—42,586-42,586-100%$4.9M———
Kovack Advisors, Inc.
N/A—41,570-41,570-100%$4.8M———
Arax Advisory Partners
N/A—40,952-40,952-100%$4.7M———
Dunhill Financial, LLC
N/A—40,619-40,619-100%$4.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—40,282-40,282-100%$4.6M———
Next Century Growth Investors LLC
N/A—39,505-39,505-100%$4.5M———
Tower Research Capital LLC (TRC)
N/A—39,471-39,471-100%$4.5M———
Macquarie Group LTD
N/A—39,000-39,000-100%$4.5M———
Sciencast Management LP
N/A—37,100-37,100-100%$4.2M———
Osmosis Investment Management UK Ltd
N/A—37,089-37,089-100%$4.2M———
Gardner Lewis Asset Management L P
N/A—36,792-36,792-100%$4.2M———
Castlefield Investment Partners LLP
N/A—36,525-36,525-100%$4.2M———
SummitTX Capital, L.P.
N/A—36,491-36,491-100%$4.2M———
Stephens Inc
N/A—35,760-35,760-100%$4.1M———
Orion Porfolio Solutions, LLC
N/A—35,483-35,483-100%$4.1M———
Alight Capital Management LP
N/A—35,000-35,000-100%$4.0M———
Black Swift Group, LLC
N/A—34,865-34,865-100%$4.0M———
Ttrf Capital Ltd
N/A—34,804-34,804-100%$4.0K———
Worldquant Millennium Advisors LLC
N/A—33,417-33,417-100%$3.8M———
Resolute Wealth Strategies, LLC
N/A—33,005-33,005-100%$3.8M———
Ardsley Advisory Partners LP
N/A—32,500-32,500-100%$3.7M———
Fora Capital, LLC
N/A—32,209-32,209-100%$3.7M———
Empowered Funds, LLC
N/A—32,198-32,198-100%$3.7M———
Logan Capital Management Inc
N/A—31,030-31,030-100%$3.5M———
Wealthfront Advisers LLC
N/A—30,649-30,649-100%$3.5M———
Alerus Financial NA
N/A—30,585-30,585-100%$3.5M———
Intellectus Partners, LLC
N/A—30,407-30,407-100%$3.5M———
CMT Capital Markets Trading GmbH
N/A—30,080-30,080-100%$3.4M———
Envestnet Portfolio Solutions, Inc.
N/A—29,858-29,858-100%$3.4M———
Transamerica Financial Advisors, LLC
N/A—28,734-28,734-100%$3.3M———
ING Groep NV
N/A—28,481-28,481-100%$3.3M———
Summit Financial, LLC
N/A—27,874-27,874-100%$3.2M———
MAI Capital Management
N/A—27,815-27,815-100%$3.2M———
Palidye Holdings (Caymans) Ltd
N/A—27,794-27,794-100%$3.2M———
Bleakley Financial Group, LLC
N/A—27,669-27,669-100%$3.2M———
Dockside LLC
N/A—27,649-27,649-100%$3.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—27,429-27,429-100%$3.1M———
Stratos Wealth Partners, Ltd.
N/A—27,143-27,143-100%$3.1M———
Hantz Financial Services, Inc.
N/A—26,839-26,839-100%$3.1M———
Kingsview Wealth Management, LLC
N/A—26,821-26,821-100%$3.1M———
Mutual Advisors, LLC
N/A—26,763-26,763-100%$3.1M———
Biondo Investment Advisors, LLC
N/A—26,164-26,164-100%$3.0M———
Capula Management Ltd
N/A—25,745-25,745-100%$2.9M———
Tenere Capital LLC
N/A—25,691-25,691-100%$2.9M———
Prasad Wealth Partners, LLC
N/A—25,531-25,531-100%$2.9M———
CreativeOne Wealth, LLC
N/A—24,795-24,795-100%$2.8M———
Principal Securities, Inc.
N/A—24,442-24,442-100%$2.8M———
Waverly Advisors, LLC
N/A—23,448-23,448-100%$2.7M———
Metis Global Partners, LLC
N/A—22,920-22,920-100%$2.6M———
EP Wealth Advisors, LLC
N/A—22,489-22,489-100%$2.6M———
Fairfield, Bush & Co.
N/A—22,483-22,483-100%$2.6M———
Sequoia Financial Advisors, LLC
N/A—21,652-21,652-100%$2.5M———
Horizon Investments, LLC
N/A—21,199-21,199-100%$2.4M———
Caprock Group, LLC
N/A—21,198-21,198-100%$2.4M———
Resolute Advisors LLC
N/A—21,165-21,165-100%$2.4M———
Commerzbank Aktiengesellschaft
N/A—21,104-21,104-100%$2.4M———
LMR Partners LLP
N/A—21,042-21,042-100%$2.4M———
World Investment Advisors
N/A—20,983-20,983-100%$2.5M———
Intercapital, LLC
N/A—20,595-20,595-100%$2.4M———
RiverPark Advisors, LLC
N/A—20,306-20,306-100%$2.3M———
Watershed Asset Management, L.L.C.
N/A—20,100-20,100-100%$2.3M———
Snowden Capital Advisors LLC
N/A—20,017-20,017-100%$2.3M———
BFC Planning, Inc.
N/A—19,707-19,707-100%$2.3M———
Insigneo Advisory Services, LLC
N/A—19,670-19,670-100%$2.2M———
MSA Advisors, LLC
N/A—19,500-19,500-100%$2.2M———
Campbell Capital Management Inc
N/A—19,350-19,350-100%$2.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—19,347-19,347-100%$2.2M———
Norris Financial Group, LLC
N/A—18,871-18,871-100%$2.2M———
Independent Advisor Alliance
N/A—18,860-18,860-100%$2.2M———
Douglass Winthrop Advisors, LLC
N/A—18,295-18,295-100%$2.1M———
Erste Asset Management GmbH
N/A—17,810-17,810-100%$2.0M———
Havemeyer Place LP
N/A—17,500-17,500-100%$2.0M———
Landscape Capital Management, L.L.C.
N/A—17,161-17,161-100%$2.0M———
Global Retirement Partners, LLC
N/A—17,150-17,150-100%$2.0M———
Gotham Asset Management, LLC
N/A—16,999-16,999-100%$1.9M———
Circle Wealth Management, LLC
N/A—16,897-16,897-100%$1.9M———
Venturi Wealth Management, LLC
N/A—16,215-16,215-100%$1.9M———
NorthCoast Asset Management LLC
N/A—16,154-16,154-100%$1.8M———
Savvy Advisors, Inc.
N/A—16,071-16,071-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—15,988-15,988-100%$1.8M———
Titan Investment Solutions Ltd
N/A—15,772-15,772-100%$2.6M———
Twin Tree Management, LP
N/A—15,630-15,630-100%$1.8M———
Exit Wealth Advisors, Llc.
N/A—15,497-15,497-100%$1.8M———
Two Sigma Securities, LLC
N/A—15,486-15,486-100%$1.8M———
Capital Advisors Inc
N/A—15,217-15,217-100%$1.7M———
SCS Capital Management LLC
N/A—15,201-15,201-100%$1.7M———
Claret Asset Management Corp
N/A—14,466-14,466-100%$1.7M———
Monetta Financial Services Inc
N/A—14,400-14,400-100%$1.6M———
Simmons Bank
N/A—14,372-14,372-100%$1.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—14,349-14,349-100%$1.6M———
Caption Management, LLC
N/A—14,300-14,300-100%$1.6M———
Empower Advisory Group, LLC
N/A—14,068-14,068-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—13,858-13,858-100%$1.6M———
Truvestments Capital LLC
N/A—13,757-13,757-100%$1.6M———
Kirtland Hills Capital Management, LLC
N/A—13,725-13,725-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—13,542-13,542-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—13,515-13,515-100%$1.5M———
Icon Wealth Advisors, LLC
N/A—13,475-13,475-100%$1.5M———
IKE Capital, LLC
N/A—13,276-13,276-100%$1.5M———
Abbot Financial Management, Inc.
N/A—13,254-13,254-100%$1.5M———
Arkadios Wealth Advisors
N/A—13,028-13,028-100%$1.5M———
Pine Valley Investments Ltd Liability Co
N/A—12,977-12,977-100%$1.5M———
Ancora Advisors LLCA
N/A—12,757-12,757-100%$1.5M———
Quantbot Technologies LP
N/A—12,610-12,610-100%$1.4M———
Intrinsic Value Partners, LLC
N/A—12,544-12,544-100%$1.4M———
LM Advisors LLC
N/A—12,419-12,419-100%$1.4M———
Roundview Capital LLC
N/A—12,399-12,399-100%$1.4M———
Oder Investment Management, LLC
N/A—12,311-12,311-100%$1.4M———
Pure Financial Advisors, LLC
N/A—12,248-12,248-100%$1.4M———
Perennial Investment Advisors, LLC
N/A—11,987-11,987-100%$1.4M———
Permanens Capital L.P.
N/A—11,748-11,748-100%$1.3M———
Ossiam
N/A—11,677-11,677-100%$1.3M———
Cambria Investment Management, L.P.
N/A—11,658-11,658-100%$1.3M———
Coldstream Capital Management Inc
N/A—11,638-11,638-100%$1.3M———
Conway Capital Management, Inc.
N/A—11,500-11,500-100%$1.3M———
Anchor Investment Management, LLC
N/A—11,432-11,432-100%$1.3M———
Legacy Financial Advisors, Inc.
N/A—11,309-11,309-100%$1.3M———
Sumitomo Life Insurance Co
N/A—11,246-11,246-100%$1.3M———
PenderFund Capital Management Ltd.
N/A—11,200-11,200-100%$1.3M———
Headlands Technologies LLC
N/A—11,043-11,043-100%$1.3M———
Armistice Capital, LLC
N/A—10,971-10,971-100%$1.3M———
Knollwood Investment Advisory, LLC
N/A—10,930-10,930-100%$1.2M———
Harbour Investments, Inc.
N/A—10,780-10,780-100%$1.2M———
Gilbert & Cook, Inc.
N/A—10,774-10,774-100%$1.2M———
IHT Wealth Management, LLC
N/A—10,636-10,636-100%$1.2M———
Genesis Financial Group, LLC
N/A—10,500-10,500-100%$1.2M———
Flputnam Investment Management Co
N/A—10,482-10,482-100%$1.2M———
Bluebird Wealth Management LLC
N/A—10,469-10,469-100%$1.2M———
X-Square Capital, LLC
N/A—10,357-10,357-100%$1.2M———
American Alpha Advisors, LLC
N/A—10,300-10,300-100%$1.2M———
Persistent Asset Partners Ltd
N/A—10,000-10,000-100%$1.1M———
Triton Financial Group Inc
N/A—9,851-9,851-100%$1.1M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—9,800-9,800-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—9,631-9,631-100%$1.1M———
Lbmc Investment Advisors, LLC
N/A—9,618-9,618-100%$1.1M———
GTS Securities LLC
N/A—9,569-9,569-100%$1.1M———
Z3 Capital Partners, LLC
N/A—9,475-9,475-100%$1.1M———
Oversea-Chinese Banking Corp Ltd
N/A—9,404-9,404-100%$1.1M———
Clare Market Investments LLC
N/A—9,350-9,350-100%$1.1M———
Prana Capital Management, LP
N/A—9,304-9,304-100%$1.1M———
Qtron Investments LLC
N/A—9,231-9,231-100%$1.1M———
Ballentine Partners, LLC
N/A—9,197-9,197-100%$1.1M———
Walleye Trading LLC
N/A—9,174-9,174-100%$1.0M———
RiverFront Investment Group, LLC
N/A—9,114-9,114-100%$1.0M———
Bridgewater Advisors Inc.
N/A—9,015-9,015-100%$1.1M———
Baldwin Investment Management, LLC
N/A—8,923-8,923-100%$1.0M———
Moneta Group Investment Advisors LLC
N/A—8,920-8,920-100%$1.0M———
Science & Technology Partners, L.P.
N/A—8,780-8,780-100%$1.0M———
Warner Group LLC
N/A—8,769-8,769-100%$1.0M———
Evolutionary Tree Capital Management, LLC
N/A—8,736-8,736-100%$997.5K———
Verition Fund Management LLC
N/A—8,710-8,710-100%$994.5K———
First Manhattan Co. Llc.
N/A—8,661-8,661-100%$988.9K———
Crewe Advisors LLC
N/A—8,571-8,571-100%$978.6K———
Centiva Capital, LP
N/A—8,485-8,485-100%$968.8K———
Cary Street Partners Financial LLC
N/A—8,376-8,376-100%$956.4K———
Eventide Asset Management, LLC
N/A—8,207-8,207-100%$937.1K———
Ausdal Financial Partners, Inc.
N/A—8,186-8,186-100%$934.7K———
Prelude Capital Management, LLC
N/A—8,156-8,156-100%$931.3K———
Evelyn Partners Group Ltd
N/A—8,009-8,009-100%$914.5K———
Bienville Capital Management, LLC
N/A—8,000-8,000-100%$913.4K———
Dynamic Technology Lab Private Ltd
N/A—7,972-7,972-100%$910.0K———
Wellington-Altus USA Inc.
N/A—7,953-7,953-100%$946.4K———
Ameritas Advisory Services, LLC
N/A—7,940-7,940-100%$906.6K———
Prosperity Consulting Group, LLC
N/A—7,797-7,797-100%$890.3K———
Marble Wealth, LLC
N/A—7,707-7,707-100%$880.0K———
1776 Wealth LLC
N/A—7,630-7,630-100%$871.2K———
PFG Investments, LLC
N/A—7,629-7,629-100%$871.1K———
SOA Wealth Advisors, Llc.
N/A—7,597-7,597-100%$7.6K———
Mayflower Financial Advisors, LLC
N/A—7,575-7,575-100%$865.0K———
Summit Trail Advisors, LLC
N/A—7,563-7,563-100%$863.5K———
Peapack Gladstone Financial Corp
N/A—7,409-7,409-100%$846.0K———
HighPoint Advisor Group LLC
N/A—7,397-7,397-100%$844.6K———
Sound View Wealth Advisors Group, LLC
N/A—7,354-7,354-100%$839.7K———
Brookwood Investment Group LLC
N/A—7,289-7,289-100%$832.3K———
OneAscent Financial Services LLC
N/A—7,220-7,220-100%$824.3K———
Sunstone Asset Management, LP
N/A—7,190-7,190-100%$821.0K———
Cardiff Park Advisors, LLC
N/A—7,188-7,188-100%$820.7K———
SlateStone Wealth, LLC
N/A—7,080-7,080-100%$808.0K———
WCM Investment Management, LLC
N/A—7,049-7,049-100%$805.1K———
QRG Capital Management, Inc.
N/A—7,047-7,047-100%$804.6K———
BBR Partners, LLC
N/A—7,034-7,034-100%$803.1K———
Empirical Asset Management, LLC
N/A—7,017-7,017-100%$801.2K———
Syon Capital LLC
N/A—6,989-6,989-100%$798.0K———
Atlantic Union Bankshares Corp
N/A—6,963-6,963-100%$795.0K———
Banco Santander, S.A.
N/A—6,959-6,959-100%$794.6K———
Blueshift Asset Management, LLC
N/A—6,949-6,949-100%$793.4K———
Parallax Volatility Advisers, L.P.
N/A—6,949-6,949-100%$793.4K———
Inspire Advisors, LLC
N/A—6,888-6,888-100%$787.4K———
Trivant Custom Portfolio Group, LLC
N/A—6,884-6,884-100%$786.0K———
Pitcairn Wealth Advisors LLC
N/A—6,807-6,807-100%$777.2K———
Hilltop Holdings Inc.
N/A—6,782-6,782-100%$774.4K———
Dynasty Wealth Management, LLC
N/A—6,679-6,679-100%$762.6K———
Rialto Wealth Management, LLC
N/A—6,599-6,599-100%$753.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—6,555-6,555-100%$748.5K———
PCM Encore, LLC
N/A—6,506-6,506-100%$742.8K———
Boston Family Office LLC
N/A—6,501-6,501-100%$742.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—6,465-6,465-100%$738.2K———
Brown Brothers Harriman & Co
N/A—6,450-6,450-100%$736.5K———
Dakota Wealth Management
N/A—6,417-6,417-100%$732.6K———
Gladstone Institutional Advisory LLC
N/A—6,398-6,398-100%$730.5K———
Stonebridge Financial Group, LLC
N/A—6,397-6,397-100%$730.0K———
Zhang Financial LLC
N/A—6,371-6,371-100%$727.4K———
Destination Wealth Management
N/A—6,346-6,346-100%$724.6K———
Composition Wealth, LLC
N/A—6,339-6,339-100%$723.8K———
Basecamp Wealth Advisors LLC
N/A—6,327-6,327-100%$722.4K———
Freestone Capital Holdings, LLC
N/A—6,315-6,315-100%$721.1K———
Viawealth, LLC
N/A—6,282-6,282-100%$717.3K———
Nicolet Bankshares Inc
N/A—6,280-6,280-100%$754.5K———
Lakeridge Wealth Management LLC
N/A—6,254-6,254-100%$714.1K———
DV Trading LLC
N/A—6,080-6,080-100%$694.2K———
Nicholas Investment Partners, LP
N/A—6,077-6,077-100%$693.9K———
Guardian Wealth Advisors, LLC / NC
N/A—6,039-6,039-100%$689.5K———
Vines Capital Management, LLC
N/A—5,810-5,810-100%$663.4K———
Westmount Partners, LLC
N/A—5,806-5,806-100%$662.9K———
Second Half Financial Partners, LLC
N/A—5,761-5,761-100%$657.8K———
MOR Wealth Management, LLC
N/A—5,729-5,729-100%$654.1K———
Essex Financial Services, Inc.
N/A—5,676-5,676-100%$648.1K———
NorthRock Partners, LLC
N/A—5,673-5,673-100%$647.7K———
Objectivity Squared, LLC
N/A—5,624-5,624-100%$642.1K———
Fiduciary Trust Co
N/A—5,560-5,560-100%$634.9K———
Dorsey & Whitney Trust Co LLC
N/A—5,521-5,521-100%$630.4K———
Johnson Investment Counsel Inc
N/A—5,499-5,499-100%$627.9K———
Azimuth Capital Investment Management LLC
N/A—5,385-5,385-100%$614.9K———
Alan B Lancz & Associates, Inc.
N/A—5,350-5,350-100%$610.9K———
Garrison Point Advisors, LLC
N/A—5,345-5,345-100%$610.3K———
Forefront Wealth Partners, LLC
N/A—5,344-5,344-100%$610.2K———
Crawford Investment Counsel Inc
N/A—5,201-5,201-100%$593.8K———
Argent Trust Co
N/A—5,129-5,129-100%$585.6K———
GSA Capital Partners LLP
N/A—5,100-5,100-100%$582.0K———
Van Diest Capital, LLC
N/A—5,074-5,074-100%$579.4K———
Granite Bay Wealth Management, LLC
N/A—5,063-5,063-100%$578.0K———
Pinnacle Financial Partners, Inc.
N/A—5,004-5,004-100%$571.4K———
Boreal Capital Management LLC
N/A—4,993-4,993-100%$570.1K———
Focus Partners Advisor Solutions, LLC
N/A—4,905-4,905-100%$560.1K———
Capstone Investment Advisors, LLC
N/A—4,864-4,864-100%$555.4K———
Curi Capital, LLC
N/A—4,821-4,821-100%$550.5K———
CNB Bank
N/A—4,727-4,727-100%$539.7K———
MWA Asset Management
N/A—4,714-4,714-100%$538.2K———
Octavia Wealth Advisors, LLC
N/A—4,695-4,695-100%$536.1K———
Westwood Holdings Group Inc
N/A—4,673-4,673-100%$534.4K———
Western Wealth Management, LLC
N/A—4,657-4,657-100%$531.8K———
Stock Yards Bank & Trust Co
N/A—4,645-4,645-100%$530.4K———
Financial Engines Advisors L.L.C.
N/A—4,487-4,487-100%$512.3K———
Modern Wealth Management, LLC
N/A—4,395-4,395-100%$501.8K———
Stonebridge Financial Group, LLC / MO
N/A—4,389-4,389-100%$501.1K———
West Family Investments, Inc.
N/A—4,378-4,378-100%$499.9K———
Yarger Wealth Strategies, LLC
N/A—4,345-4,345-100%$532.5K———
Corient IA LP
N/A—4,320-4,320-100%$493.3K———
FAS Wealth Partners, Inc.
N/A—4,258-4,258-100%$486.2K———
Geneos Wealth Management Inc.
N/A—4,239-4,239-100%$484.0K———
Pallas Capital Advisors LLC
N/A—4,203-4,203-100%$479.9K———
Van Hulzen Asset Management, LLC
N/A—4,190-4,190-100%$478.4K———
Townsquare Capital LLC
N/A—4,178-4,178-100%$477.0K———
AXQ Capital, LP
N/A—4,164-4,164-100%$475.4K———
Ruggiero Investments, Inc.
N/A—4,129-4,129-100%$471.4K———
DSM Capital Partners LLC
N/A—4,112-4,112-100%$469.5K———
Conservest Capital Advisors, Inc.
N/A—4,085-4,085-100%$466.4K———
Wealth Alliance, LLC
N/A—4,079-4,079-100%$465.7K———
RWA Wealth Partners, LLC
N/A—4,004-4,004-100%$457.2K———
One Wealth Management Investment & Advisory Services, LLC
N/A—4,001-4,001-100%$456.8K———
Advyzon Investment Management, LLC
N/A—3,958-3,958-100%$451.9K———
Silvercrest Asset Management Group LLC
N/A—3,950-3,950-100%$451.0K———
Potomac Fund Management Inc
N/A—3,940-3,940-100%$449.9K———
Financial Advisors Network, Inc.
N/A—3,939-3,939-100%$449.8K———
Family Manage LLC
N/A—3,907-3,907-100%$446.1K———
Kintra Wealth, LLC
N/A—3,903-3,903-100%$618.7K———
Pinebridge Investments LLC
N/A—3,889-3,889-100%$585.2K———
SIG Brokerage, LP
N/A—3,808-3,808-100%$434.8K———
Choate Investment Advisors
N/A—3,788-3,788-100%$432.5K———
Round Rock Advisors LLC
N/A—3,780-3,780-100%$431.6K———
EWA, LLC
N/A—3,768-3,768-100%$430.2K———
One Capital Management, LLC
N/A—3,735-3,735-100%$443.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,710-3,710-100%$423.6K———
Tradition Wealth Management, LLC
N/A—3,688-3,688-100%$421.1K———
Valtrion Capital Management, LLC
N/A—3,622-3,622-100%$413.6K———
Ashford Capital Management Inc
N/A—3,600-3,600-100%$411.0K———
SageView Advisory Group, LLC
N/A—3,598-3,598-100%$410.8K———
Dimension Capital Management LLC
N/A—3,560-3,560-100%$406.5K———
FFT Wealth Management LLC
N/A—3,476-3,476-100%$396.9K———
Sivia Capital Partners, LLC
N/A—3,437-3,437-100%$392.4K———
GWN Securities Inc.
N/A—3,430-3,430-100%$391.6K———
Aventura Private Wealth, LLC
N/A—3,419-3,419-100%$390.4K———
Xcelsior Advisor Partners LLC
N/A—3,398-3,398-100%$388.0K———
Checchi Capital Advisers, LLC
N/A—3,394-3,394-100%$387.5K———
One Wealth Advisors, LLC
N/A—3,365-3,365-100%$384.2K———
Main Street Research LLC
N/A—3,345-3,345-100%$381.9K———
Main Street Financial Solutions, LLC
N/A—3,289-3,289-100%$375.5K———
Performance Wealth Partners, LLC
N/A—3,221-3,221-100%$367.8K———
Keystone Financial Group
N/A—3,178-3,178-100%$362.9K———
New Insight Wealth Advisors
N/A—3,169-3,169-100%$361.8K———
Wrapmanager Inc
N/A—3,157-3,157-100%$360.5K———
Bridgefront Capital, LLC
N/A—3,155-3,155-100%$360.2K———
Fort Sheridan Advisors LLC
N/A—3,131-3,131-100%$357.5K———
GeoWealth Management, LLC
N/A—3,126-3,126-100%$357.0K———
Rothschild Wealth LLC
N/A—3,099-3,099-100%$353.8K———
Oxinas Partners, LLC
N/A—3,064-3,064-100%$349.8K———
Rhumbline Advisers
N/A—3,059-3,059-100%$349.3K———
Kickstand Ventures, Llc.
N/A—3,054-3,054-100%$348.7K———
First Foundation Advisors
N/A—3,000-3,000-100%$342.5K———
Rehmann Capital Advisory Group
N/A—2,988-2,988-100%$341.2K———
Chevy Chase Trust Holdings, LLC
N/A—2,981-2,981-100%$340.4K———
Sargent Investment Group, LLC
N/A—2,890-2,890-100%$330.0K———
Spirepoint Private Client, LLC
N/A—2,887-2,887-100%$329.6K———
Patron Partners, LLC
N/A—2,811-2,811-100%$321.0K———
Dearborn Partners LLC
N/A—2,803-2,803-100%$320.0K———
V2 Financial group LLC
N/A—2,783-2,783-100%$317.8K———
RNC Capital Management LLC
N/A—2,730-2,730-100%$311.7K———
Vance Wealth, LLC
N/A—2,719-2,719-100%$310.4K———
Fort Point Capital Partners LLC
N/A—2,705-2,705-100%$308.9K———
Gamco Investors, Inc. ET AL
N/A—2,700-2,700-100%$308.3K———
Proactive Wealth Strategies LLC
N/A—2,700-2,700-100%$308.3K———
Daiichi Life Insurance Co., Ltd.
N/A—2,700-2,700-100%$308.3K———
Magnolia Capital Advisors LLC
N/A—2,700-2,700-100%$308.3K———
Keating Financial Advisory Services, Inc.
N/A—2,697-2,697-100%$307.9K———
GatePass Capital, LLC
N/A—2,693-2,693-100%$307.5K———
Pgim Custom Harvest LLC
N/A—2,681-2,681-100%$306.1K———
Algert Global LLC
N/A—2,657-2,657-100%$303.6K———
Riverview Capital Advisers, LLC
N/A—2,643-2,643-100%$301.8K———
New World Advisors LLC
N/A—2,635-2,635-100%$300.9K———
Storgate, LLC
N/A—2,582-2,582-100%$294.8K———
Zacks Investment Management
N/A—2,520-2,520-100%$287.8K———
Advisors Capital Management, LLC
N/A—2,508-2,508-100%$286.4K———
Wealthspire Retirement, LLC
N/A—2,501-2,501-100%$285.6K———
Maripau Wealth Management LLC
N/A—2,501-2,501-100%$273.6K———
Everpar Advisors LLC
N/A—2,497-2,497-100%$285.1K———
CM Wealth Advisors LLC
N/A—2,474-2,474-100%$282.5K———
Paces Ferry Wealth Advisors, LLC
N/A—2,441-2,441-100%$278.7K———
Ballast Advisors LLC
N/A—2,437-2,437-100%$278.3K———
SouthState Bank Corp
N/A—2,424-2,424-100%$276.8K———
Stephens Investment Management Group LLC
N/A—2,418-2,418-100%$276.1K———
Oxford Financial Group, Ltd. LLC
N/A—2,406-2,406-100%$274.7K———
Twin Peaks Wealth Advisors, LLC
N/A—2,399-2,399-100%$273.9K———
Wallace Advisory Group, LLC
N/A—2,390-2,390-100%$272.9K———
BNP Paribas
N/A—2,382-2,382-100%$272.0K———
Fortis Capital Advisors, LLC
N/A—2,373-2,373-100%$270.9K———
Belpointe Asset Management LLC
N/A—2,373-2,373-100%$270.9K———
Reliant Investment Partners, LLC
N/A—2,365-2,365-100%$270.0K———
Keel Point, LLC
N/A—2,349-2,349-100%$268.2K———
Laidlaw Wealth Management LLC
N/A—2,347-2,347-100%$268.0K———
Hexagon Capital Partners LLC
N/A—2,316-2,316-100%$264.4K———
All Terrain Financial Advisors, LLC
N/A—2,305-2,305-100%$263.2K———
Evolve Private Wealth, LLC
N/A—2,302-2,302-100%$262.8K———
Aspen Capital Management, LLC
N/A—2,300-2,300-100%$262.6K———
Clark Capital Management Group, Inc.
N/A—2,296-2,296-100%$262.1K———
Riverstone Advisors, LLC
N/A—2,295-2,295-100%$262.0K———
BSW Wealth Partners
N/A—2,208-2,208-100%$252.2K———
Field & Main Bank
N/A—2,190-2,190-100%$250.1K———
Sand Hill Global Advisors, LLC
N/A—2,173-2,173-100%$248.2K———
Lombard Odier Asset Management (Europe) Ltd
N/A—2,159-2,159-100%$246.8K———
Centaurus Financial, Inc.
N/A—2,116-2,116-100%$242.0K———
OneAscent Family Office, LLC
N/A—2,116-2,116-100%$241.6K———
Bartlett & Co. Wealth Management LLC
N/A—2,107-2,107-100%$240.6K———
M1 Capital Management LLC
N/A—2,100-2,100-100%$239.8K———
Nwam LLC
N/A—2,079-2,079-100%$237.4K———
Tyche Wealth Partners LLC
N/A—2,062-2,062-100%$235.4K———
MJP Associates Inc
N/A—2,057-2,057-100%$234.9K———
Park Place Capital Corp
N/A—2,054-2,054-100%$234.5K———
S Harris Financial Group, LLC
N/A—2,041-2,041-100%$233.0K———
Roehl & Yi Investment Advisors, LLC
N/A—2,007-2,007-100%$229.2K———
Basepoint Wealth LLC
N/A—2,000-2,000-100%$228.4K———
Select Asset Management & Trust
N/A—2,000-2,000-100%$228.0K———
Cohen & Steers, Inc.
N/A—2,000-2,000-100%$228.0K———
Atom Investors LP
N/A—1,989-1,989-100%$227.1K———
Caerus Investment Advisors, LLC
N/A—1,988-1,988-100%$226.9K———
Caden Capital Partners, LP
N/A—1,978-1,978-100%$225.8K———
E-Wealth Partners, LLC
N/A—1,954-1,954-100%$223.1K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,952-1,952-100%$222.5K———
IFG Advisory, LLC
N/A—1,950-1,950-100%$222.7K———
von Borstel & Associates, Inc.
N/A—1,933-1,933-100%$220.0K———
SHP Wealth Management
N/A—1,889-1,889-100%$215.6K———
Pitti Group Wealth Management, LLC
N/A—1,880-1,880-100%$214.7K———
Maridea Wealth Management LLC
N/A—1,875-1,875-100%$214.1K———
Strategic Investment Advisors / MI
N/A—1,800-1,800-100%$205.5K———
Optas, LLC
N/A—1,800-1,800-100%$205.5K———
Kiley Juergens Wealth Management, LLC
N/A—1,793-1,793-100%$204.7K———
Evercore Wealth Management, LLC
N/A—1,790-1,790-100%$204.4K———
Range Advisory, LLC
N/A—1,781-1,781-100%$203.4K———
Spartan Wealth Advisory Services LLC
N/A—1,772-1,772-100%$202.3K———
Pennington Partners & Co., LLC
N/A—1,764-1,764-100%$201.4K———
Fiduciary Financial Advisors
N/A—1,724-1,724-100%$196.3K———
Momentum Wealth Planning, LLC
N/A—1,679-1,679-100%$191.7K———
Silver OAK Securities, Incorporated
N/A—1,670-1,670-100%$190.7K———
Garden State Investment Advisory Services LLC
N/A—1,662-1,662-100%$189.8K———
Tidemark, LLC
N/A—1,561-1,561-100%$178.2K———
Mcguire Capital Advisors Inc
N/A—1,510-1,510-100%$172.4K———
S&T Bank
N/A—1,500-1,500-100%$171.3K———
Johnson Financial Group, Inc.
N/A—1,480-1,480-100%$169.0K———
Osbon Capital Management LLC
N/A—1,473-1,473-100%$168.2K———
Sittner & Nelson, LLC
N/A—1,464-1,464-100%$167.2K———
Bollard Group LLC
N/A—1,448-1,448-100%$165.0K———
Smartleaf Asset Management LLC
N/A—1,375-1,375-100%$157.0K———
Quantum Portfolio Management LLC
N/A—1,339-1,339-100%$152.9K———
Danske Bank A/S
N/A—1,325-1,325-100%$151.0K———
EMC Capital Management
N/A—1,250-1,250-100%$154———
Banque Cantonale Vaudoise
N/A—1,239-1,239-100%$142.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,166-1,166-100%$133.1K———
Hollencrest Capital Management
N/A—1,149-1,149-100%$131.2K———
CVA Family Office, LLC
N/A—1,135-1,135-100%$129.6K———
Vanguard National Trust Co
N/A—1,016-1,016-100%$116.0K———
Avalon Trust Co
N/A—1,000-1,000-100%$114.2K———
Crews Bank & Trust
N/A—1,000-1,000-100%$114.2K———
PeakShares LLC
N/A—1,000-1,000-100%$114.2K———
Nano Cap New Millennium Growth Fund L P
N/A—1,000-1,000-100%$114.2K———
HHM Wealth Advisors, LLC
N/A—995-995-100%$113.6K———
Axiom Investors LLC
N/A—919-919-100%$104.9K———
Hurricane Capital Advisors LLC
N/A—905-905-100%$103.3K———
Sumitomo Mitsui Financial Group, Inc.
N/A—900-900-100%$102.8K———
Swan Capital LLC
N/A—868-868-100%$99.1K———
Strategic Investment Solutions, Inc.
N/A—854-854-100%$97.5K———
PIN OAK Investment Advisors Inc
N/A—799-799-100%$91.0K———
Continuum Advisory, LLC
N/A—793-793-100%$90.5K———
Orion Capital Management LLC
N/A—790-790-100%$90.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—776-776-100%$88.6K———
Kerr Financial Planning Corp
N/A—720-720-100%$82.2K———
Banque Transatlantique SA
N/A—715-715-100%$112.1K———
Ogorek Anthony Joseph
N/A—709-709-100%$80———
HM Payson & Co
N/A—686-686-100%$78.3K———
1 North Wealth Services LLC
N/A—670-670-100%$76.5K———
Park Circle Co
N/A—650-650-100%$74.2K———
Cary Street Partners Investment Advisory LLC
N/A—618-618-100%$70.6K———
Tacita Capital Inc
N/A—611-611-100%$69.8K———
Security National Bank of SO DAK
N/A—604-604-100%$69.0K———
Colonial Trust Advisors
N/A—593-593-100%$67.7K———
Anchor Bay Capital, Inc.
N/A—590-590-100%$91.6K———
GW&K Investment Management, LLC
N/A—580-580-100%$66.0K———
Virtus Advisers, LLC
N/A—530-530-100%$86.0K———
Colonial Trust Co / SC
N/A—517-517-100%$59.0K———
LOM Asset Management Ltd
N/A—500-500-100%$57.1K———
Rothschild Investment LLC
N/A—477-477-100%$54.5K———
Osterweis Capital Management Inc
N/A—463-463-100%$52.9K———
PlanVest Financial, Inc
N/A—446-446-100%$50.9K———
Premier Financial Group
N/A—420-420-100%$48.0K———
IMA Advisory Services, Inc.
N/A—393-393-100%$44.9K———
JPL Wealth Management, LLC
N/A—386-386-100%$44.1K———
Ameriflex Group, Inc.
N/A—363-363-100%$41.4K———
Heritage Wealth Advisors
N/A—310-310-100%$35.4K———
LRI Investments, LLC
N/A—300-300-100%$34.3K———
Vision Retirement, LLC
N/A—300-300-100%$34.3K———
Greykasell Wealth Strategies, Inc.
N/A—281-281-100%$32.1K———
Sankala Group LLC
N/A—272-272-100%$40.1K———
FWL Investment Management, LLC
N/A—270-270-100%$30.8K———
Polar Asset Management Partners Inc.
N/A—263-263-100%$30.0K———
Darwin Wealth Management, LLC
N/A—261-261-100%$29.8K———
Estabrook Capital Management
N/A—250-250-100%$28.5K———
WealthCollab, LLC
N/A—244-244-100%$27.9K———
TD Capital Management LLC
N/A—231-231-100%$26.4K———
Graney & King, LLC
N/A—227-227-100%$25.9K———
Caitlin John, LLC
N/A—217-217-100%$24.8K———
Strategic Wealth Partners, Ltd.
N/A—210-210-100%$24.0K———
Beaird Harris Wealth Management, LLC
N/A—186-186-100%$21.3K———
Gould Capital, LLC
N/A—165-165-100%$18.8K———
N.E.W. Advisory Services LLC
N/A—164-164-100%$18.7K———
McMillan Office, Inc.
N/A—150-150-100%$17.1K———
Twin Lakes Capital Management, LLC
N/A—150-150-100%$17.1K———
Timbuktu Capital Management, LLC
N/A—145-145-100%$16.6K———
Cornerstone Financial Management LLC
N/A—142-142-100%$16.2K———
Frazier Financial Advisors, LLC
N/A—133-133-100%$15.2K———
BOK Financial Private Wealth, Inc.
N/A—123-123-100%$14.0K———
Bernard Wealth Management Corp.
N/A—121-121-100%$13.8K———
Hamrick Investment Counsel, llc
N/A—120-120-100%$13.7K———
Napier Financial, LLC
N/A—100-100-100%$11.4K———
Smithfield Trust Co
N/A—100-100-100%$11———
Dogwood Wealth Management LLC
N/A—100-100-100%$11.4K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$11.4K———
Oakmont Advisory Group, LLC
N/A—97-97-100%$11.1K———
Kilter Group LLC
N/A—97-97-100%$11.1K———
Front Row Advisors LLC
N/A—96-96-100%$14.7K———
Manning & Napier Advisors LLC
N/A—90-90-100%$10.3K———
Highland Investment Advisors LLC
N/A—90-90-100%$10.3K———
Tiaa Trust, National Association
N/A—86-86-100%$9.8K———
Raffa Wealth Management, LLC
N/A—86-86-100%$9.8K———
WHI Trust Co LLC
N/A—80-80-100%$9.1K———
C M Bidwell & Associates LTD
N/A—80-80-100%$9.1K———
Tanglewood Legacy Advisors, LLC
N/A—80-80-100%$9.1K———
Leo H. Evart, Inc.
N/A—75-75-100%$8.6K———
Ankerstar Wealth, LLC
N/A—75-75-100%$8.6K———
Millstone Evans Group, LLC
N/A—74-74-100%$8.4K———
ST Germain D J Co Inc
N/A—72-72-100%$8.2K———
Synergy Investment Management, LLC
N/A—70-70-100%$9.0K———
Marshall Investment Management, LLC
N/A—68-68-100%$7.8K———
Capital Analysts, LLC
N/A—62-62-100%$7———
Godfrey Financial Associates, Inc.
N/A—58-58-100%$6.6K———
1015 Capital Partners, LLC
N/A—50-50-100%$5.7K———
Abound Financial, LLC
N/A—50-50-100%$5.7K———
Glen Eagle Advisors, LLC
N/A—50-50-100%$5.7K———
Cheviot Value Management, LLC
N/A—50-50-100%$5.7K———
Webster Bank, N. A.
N/A—49-49-100%$5.6K———
HighMark Wealth Management LLC
N/A—47-47-100%$5.4K———
Copia Wealth Management
N/A—42-42-100%$4.8K———
Capital Advisor Network LLC
N/A—38-38-100%$4.3K———
Prestige Wealth Management Group LLC
N/A—30-30-100%$3.4K———
Roble, Belko & Company, Inc
N/A—30-30-100%$3———
Steigerwald, Gordon & Koch Inc.
N/A—29-29-100%$3.3K———
Bruce G. Allen Investments, LLC
N/A—20-20-100%$2.3K———
Caldwell Sutter Capital, Inc.
N/A—20-20-100%$2.3K———
Chesapeake Asset Management LLC
N/A—19-19-100%$2.2K———
Private Wealth Asset Management, LLC
N/A—18-18-100%$2.1K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$1.1K———
MidFirst Bank
N/A—10-10-100%$1.1K———
Quarry LP
N/A—7-7-100%$799———
Quent Capital, LLC
N/A—5-5-100%$571———
Financial Gravity Companies, Inc.
N/A—3-3-100%$343———
Ross\johnson & Associates LLC
N/A—3-3-100%$343———
Morse Asset Management, Inc
N/A—2-2-100%$228———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2-2-100%$228———
Showing 1863 of 1863 institutions